← Tributary

What changed in the April 2024 SEC adviser roster

9835 events across 6746 firms · 6291 at US wealth-management firms · source: SEC Form ADV monthly roster · generated 2026-10-05

2045aum up
1368headcount up
1243state expansion
953new office
812headcount down
694planning clients up
492aum down
446aum crossed 500m
329aum crossed 1b
324custody started
235website changed
145relocation

Top 25 signals — US wealth firms

98
TYME ADVISORS (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
95
M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARGER AND COMPANY, INC. (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAIN STREET MANAGEMENT COMPANY (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PACESETTER FINANCIAL GROUP, L.L.C. (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BROADWING CAPITAL ADVISORS, INC. (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WHALEN CAPITAL, INC. (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FOUNDATION CAPITAL MANAGEMENT, LLC (EAST NORRITON, PA) is newly SEC-registered with $134.4M RAUM and 2 advisory reps. IAPD ↗
$134.4M RAUM · 2 reps · 610-278-6961 · myfcm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SCHNEIDER WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $127.5M RAUM and 1 advisory reps. IAPD ↗
$127.5M RAUM · 1 reps · 888-444-9981 · schneiderwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAYA ADVISORS, INC. (PALO ALTO, CA) is newly SEC-registered with $103.7M RAUM and 1 advisory reps. IAPD ↗
$103.7M RAUM · 1 reps · 650-704-3074
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FLAVIN FINANCIAL SERVICES, INC. (MELBOURNE, FL) is newly SEC-registered with $129.8M RAUM and 3 advisory reps. IAPD ↗
$129.8M RAUM · 3 reps · (321) 725-4700
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GBM WEALTH MANAGEMENT, INC. (HOUSTON, TX) is newly SEC-registered with $128.4M RAUM and 4 advisory reps. IAPD ↗
$128.4M RAUM · 4 reps · (281) 745-9100 · gbmwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARDY & HARDY CO LLC (LIMA, OH) is newly SEC-registered with $183.4M RAUM and 3 advisory reps. IAPD ↗
$183.4M RAUM · 3 reps · 419-998-8955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INVESTMENTHUNTER WEALTH SERVICES (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · (972) 977-6428 · investmenthunter.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DELPHINUS FINANCIAL ADVISORS, LLC (MANSFIELD, MA) is newly SEC-registered with $110.9M RAUM and 2 advisory reps. IAPD ↗
$110.9M RAUM · 2 reps · 781-780-2439 · delphinusfa.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MY PORTFOLIO GUIDE, LLC (SEAL BEACH, CA) is newly SEC-registered with $114.1M RAUM and 1 advisory reps. IAPD ↗
$114.1M RAUM · 1 reps · (562)799-5595 · pinterest.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EASTSOUND CAPITAL ADVISORS, LLC (location n/a) is newly SEC-registered with $152.2M RAUM and 6 advisory reps. IAPD ↗
$152.2M RAUM · 6 reps · 360-317-4688
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INDELIBLE WEALTH GROUP (location n/a) is newly SEC-registered with $120.4M RAUM and 5 advisory reps. IAPD ↗
$120.4M RAUM · 5 reps · (970) 532-5842
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SHERMAN ASSET MANAGEMENT, INC. (VENTURA, CA) is newly SEC-registered with $121.8M RAUM and 1 advisory reps. IAPD ↗
$121.8M RAUM · 1 reps · 805-655-5062 · shermanassetmgmt.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SOMNIO FINANCIAL GROUP, LLC (GLASTONBURY, CT) is newly SEC-registered with $116.8M RAUM and 2 advisory reps. IAPD ↗
$116.8M RAUM · 2 reps · 860-430-5500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC (BRATENAHL, OH) is newly SEC-registered with $152.2M RAUM and 2 advisory reps. IAPD ↗
$152.2M RAUM · 2 reps · 440-477-8913 · kirtlandhillscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EPIC ADVISORY SERVICES CORP (BOCA RATON, FL) is newly SEC-registered with $105.8M RAUM and 20 advisory reps. IAPD ↗
$105.8M RAUM · 20 reps · 561-829-2173 · epiccapitalfl.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

By buying window

Who should be calling whom this month.

CRM 3097 firms

98
TYME ADVISORS (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
95
M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARGER AND COMPANY, INC. (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAIN STREET MANAGEMENT COMPANY (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PACESETTER FINANCIAL GROUP, L.L.C. (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BROADWING CAPITAL ADVISORS, INC. (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WHALEN CAPITAL, INC. (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 3087 more in the CSV export.

Financial planning software 2796 firms

98
TYME ADVISORS (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARGER AND COMPANY, INC. (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAIN STREET MANAGEMENT COMPANY (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PACESETTER FINANCIAL GROUP, L.L.C. (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BROADWING CAPITAL ADVISORS, INC. (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WHALEN CAPITAL, INC. (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FOUNDATION CAPITAL MANAGEMENT, LLC (EAST NORRITON, PA) is newly SEC-registered with $134.4M RAUM and 2 advisory reps. IAPD ↗
$134.4M RAUM · 2 reps · 610-278-6961 · myfcm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 2786 more in the CSV export.

Compliance 2429 firms

98
TYME ADVISORS (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
95
M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARGER AND COMPANY, INC. (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAIN STREET MANAGEMENT COMPANY (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PACESETTER FINANCIAL GROUP, L.L.C. (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BROADWING CAPITAL ADVISORS, INC. (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WHALEN CAPITAL, INC. (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 2419 more in the CSV export.

Portfolio / reporting / TAMP 1897 firms

98
TYME ADVISORS (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
95
M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARGER AND COMPANY, INC. (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAIN STREET MANAGEMENT COMPANY (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PACESETTER FINANCIAL GROUP, L.L.C. (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BROADWING CAPITAL ADVISORS, INC. (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WHALEN CAPITAL, INC. (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 1887 more in the CSV export.

Custodian 501 firms

98
TYME ADVISORS (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARGER AND COMPANY, INC. (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAIN STREET MANAGEMENT COMPANY (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PACESETTER FINANCIAL GROUP, L.L.C. (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BROADWING CAPITAL ADVISORS, INC. (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WHALEN CAPITAL, INC. (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FOUNDATION CAPITAL MANAGEMENT, LLC (EAST NORRITON, PA) is newly SEC-registered with $134.4M RAUM and 2 advisory reps. IAPD ↗
$134.4M RAUM · 2 reps · 610-278-6961 · myfcm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 491 more in the CSV export.

Marketing & brand 1560 firms

98
TYME ADVISORS (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARGER AND COMPANY, INC. (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAIN STREET MANAGEMENT COMPANY (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PACESETTER FINANCIAL GROUP, L.L.C. (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BROADWING CAPITAL ADVISORS, INC. (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WHALEN CAPITAL, INC. (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FOUNDATION CAPITAL MANAGEMENT, LLC (EAST NORRITON, PA) is newly SEC-registered with $134.4M RAUM and 2 advisory reps. IAPD ↗
$134.4M RAUM · 2 reps · 610-278-6961 · myfcm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 1550 more in the CSV export.

Recruiting & transitions 1877 firms

85
J.P. MORGAN SECURITIES LLC grew from 6784 to 7426 advisory reps. IAPD ↗
$249.73B RAUM · 7426 reps · 800-999-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
OPPENHEIMER & CO. INC. grew from 1073 to 1126 advisory reps. IAPD ↗
$27.45B RAUM · 1126 reps · 212-668-8000 · oppenheimer.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EDWARD JONES grew from 19677 to 21219 advisory reps. IAPD ↗
$692.25B RAUM · 21219 reps · 314-515-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
GOLDMAN SACHS & CO. LLC grew from 2260 to 2406 advisory reps. IAPD ↗
$222.74B RAUM · 2406 reps · 212-902-1000
CRMRecruiting & transitionsComplianceFinancial planning software
85
JANNEY MONTGOMERY SCOTT LLC grew from 1202 to 1239 advisory reps. IAPD ↗
$85.90B RAUM · 1239 reps · 215-665-6000
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIFTH THIRD SECURITIES, INC. grew from 686 to 722 advisory reps. IAPD ↗
$7.98B RAUM · 722 reps · 888-889-1025
CRMRecruiting & transitionsComplianceFinancial planning software
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED grew from 3012 to 3027 advisory reps. IAPD ↗
$149.25B RAUM · 3027 reps · 314-342-2000 · stifelradford.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
&PARTNERS grew from 71 to 87 advisory reps. IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
VOYA RETIREMENT ADVISORS, LLC grew from 70 to 136 advisory reps. IAPD ↗
$27.04B RAUM · 136 reps · (860) 580-2817
CRMRecruiting & transitionsComplianceFinancial planning software
85
HORNOR, TOWNSEND & KENT, LLC grew from 401 to 417 advisory reps. IAPD ↗
$6.86B RAUM · 417 reps · 215-957-7300 · htk.com
CRMRecruiting & transitionsComplianceFinancial planning software

…and 1867 more in the CSV export.

Integration & migration consulting 482 firms

95
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
85
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED crossed $1B in regulatory AUM ($972.1M -> $1.02B). IAPD ↗
$1.02B RAUM · 25 reps · 202-626-5300 · fnfd.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SECURITY CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($982.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 16 reps · 304-233-3312 · hazlettburt.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GEORGE MCKELVEY CO., LLC crossed $1B in regulatory AUM ($951.6M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 732-449-5323 · georgemckelvey.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
&PARTNERS crossed $1B in regulatory AUM ($663.8M -> $1.17B). IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CENTENNIAL SECURITIES COMPANY INC crossed $1B in regulatory AUM ($944.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 30 reps · 616-942-7680 · centennialsec.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NORTHERN TRUST SECURITIES, INC crossed $1B in regulatory AUM ($829.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 70 reps · 312-557-2000 · northerntrust.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MOMENTUM INDEPENDENT NETWORK INC. crossed $1B in regulatory AUM ($824.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 139 reps · 214-859-1800 · jeffneisler.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RVK, INC. crossed $1B in regulatory AUM ($956.8M -> $1.12B). IAPD ↗
$1.12B RAUM · 114 reps · 503-221-4200 · rvkinc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HUNTER ASSOCIATES LLC crossed $1B in regulatory AUM ($832.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 13 reps · 412-471-4191 · hunterassociates.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

…and 472 more in the CSV export.

Fund administration 35 firms

75
EP WEALTH ADVISORS now reports 1 private fund(s) ($70.7M gross). IAPD ↗
$22.32B RAUM · 195 reps · 310-543-4559 · epwealth.com
Fund administrationCompliance
75
TRAJAN WEALTH, L.L.C. now reports 1 private fund(s) ($4.1M gross). IAPD ↗
$1.37B RAUM · 34 reps · 480-990-3300
Fund administrationCompliance
75
FOURSTAR WEALTH ADVISORS, LLC now reports 2 private fund(s) ($1.5M gross). IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
Fund administrationCompliance
75
THE CLARIUS GROUP, LLC now reports 1 private fund(s) ($51.9M gross). IAPD ↗
$3.99B RAUM · 15 reps · 206-462-7400 · clariusgroup.com
Fund administrationCompliance
75
LAKE STREET ADVISORS now reports 1 private fund(s) ($0 gross). IAPD ↗
$3.11B RAUM · 22 reps · 603-610-4100
Fund administrationCompliance
75
COLTER LEWIS INVESTMENT PARTNERS, LLC now reports 1 private fund(s) ($7.5M gross). IAPD ↗
$1.96B RAUM · 12 reps · 203-987-3090 · colterlewis.com
Fund administrationCompliance
75
NILSINE PARTNERS, LLC now reports 4 private fund(s) ($55.7M gross). IAPD ↗
$1.24B RAUM · 10 reps · 303-529-5800 · link.edgepilot.com
Fund administrationCompliance
73
KNIGHTSBRIDGE WEALTH MANAGEMENT now reports 1 private fund(s) ($0 gross). IAPD ↗
$643.7M RAUM · 5 reps · 949-644-4444 · knightsb.com
Fund administrationCompliance
73
ALLEN CAPITAL GROUP, LLC now reports 1 private fund(s) ($4.1M gross). IAPD ↗
$998.5M RAUM · 21 reps · 308-385-1500
Fund administrationCompliance
73
FORT SHERIDAN ADVISORS LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$647.9M RAUM · 5 reps · 847-559-9700 · karmincapital.com
Fund administrationCompliance

…and 25 more in the CSV export.

Office IT & facilities 701 firms

55
J.P. MORGAN SECURITIES LLC added office(s): 3364 -> 3411 additional locations. IAPD ↗
$249.73B RAUM · 7426 reps · 800-999-2000
Office IT & facilitiesCRMRecruiting & transitions
55
EDWARD JONES added office(s): 14975 -> 15075 additional locations. IAPD ↗
$692.25B RAUM · 21219 reps · 314-515-2000
Office IT & facilitiesCRMRecruiting & transitions
55
ESI FINANCIAL ADVISORS added office(s): 220 -> 230 additional locations. IAPD ↗
$2.12B RAUM · 420 reps · 800-344-7437 · equity-services.com
Office IT & facilitiesCRMRecruiting & transitions
55
GOLDMAN SACHS & CO. LLC added office(s): 20 -> 24 additional locations. IAPD ↗
$222.74B RAUM · 2406 reps · 212-902-1000
Office IT & facilitiesCRMRecruiting & transitions
55
JANNEY MONTGOMERY SCOTT LLC added office(s): 118 -> 130 additional locations. IAPD ↗
$85.90B RAUM · 1239 reps · 215-665-6000
Office IT & facilitiesCRMRecruiting & transitions
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED added office(s): 459 -> 460 additional locations. IAPD ↗
$149.25B RAUM · 3027 reps · 314-342-2000 · stifelradford.com
Office IT & facilitiesCRMRecruiting & transitions
55
WINTRUST INVESTMENTS added office(s): 76 -> 78 additional locations. IAPD ↗
$14.42B RAUM · 147 reps · 312-431-1700 · fcbadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRINCIPAL SECURITIES, INC. added office(s): 350 -> 384 additional locations. IAPD ↗
$12.11B RAUM · 1349 reps · 888-774-6267 · principalsecurities.com
Office IT & facilitiesCRMRecruiting & transitions
55
DAVENPORT & COMPANY LLC added office(s): 25 -> 26 additional locations. IAPD ↗
$19.33B RAUM · 206 reps · 804-780-2000
Office IT & facilitiesCRMRecruiting & transitions
55
&PARTNERS added office(s): 10 -> 20 additional locations. IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
Office IT & facilitiesCRMRecruiting & transitions

…and 691 more in the CSV export.

M&A & valuation 607 firms

65
GW & WADE, LLC (WELLESLEY, MA) left the SEC roster (was $8.90B RAUM, 41 reps). IAPD ↗
$8.90B RAUM · 41 reps · (781) 239-1188
Recruiting & transitionsM&A & valuation
65
COLORADO FINANCIAL MANAGEMENT LLC (BOULDER, CO) left the SEC roster (was $1.95B RAUM, 9 reps). IAPD ↗
$1.95B RAUM · 9 reps · 303-443-2433 · colofinancial.com
Recruiting & transitionsM&A & valuation
65
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC (ISELIN, NJ) left the SEC roster (was $1.35B RAUM, 18 reps). IAPD ↗
$1.35B RAUM · 18 reps · 908-429-0025
Recruiting & transitionsM&A & valuation
65
VERITABLE LP (NEWTOWN SQUARE, PA) left the SEC roster (was $16.53B RAUM, 50 reps). IAPD ↗
$16.53B RAUM · 50 reps · 610-640-9551
Recruiting & transitionsM&A & valuation
65
STRATEGIQ FINANCIAL GROUP, LLC (MERRILLVILLE, IN) left the SEC roster (was $1.52B RAUM, 21 reps). IAPD ↗
$1.52B RAUM · 21 reps · 219-736-8902
Recruiting & transitionsM&A & valuation
65
CHARLES SCHWAB INVESTMENT ADVISORY, INC (SAN FRANCISCO, CA) left the SEC roster (was $66.08B RAUM, 25 reps). IAPD ↗
$66.08B RAUM · 25 reps · 415-667-1910
Recruiting & transitionsM&A & valuation
65
BRIDGEWORTH WEALTH MANAGEMENT (BIRMINGHAM, AL) left the SEC roster (was $2.02B RAUM, 60 reps). IAPD ↗
$2.02B RAUM · 60 reps · (205) 208-8700 · bridgeworthfinancial.com
Recruiting & transitionsM&A & valuation
65
TELEMUS CAPITAL, LLC (SOUTHFIELD, MI) left the SEC roster (was $2.97B RAUM, 24 reps). IAPD ↗
$2.97B RAUM · 24 reps · 248-827-1800 · telemus.com
Recruiting & transitionsM&A & valuation
65
SIMPLICITY SOLUTIONS, LLC (MINNEAPOLIS, MN) left the SEC roster (was $3.30B RAUM, 130 reps). IAPD ↗
$3.30B RAUM · 130 reps · 952-831-0039 · simplicitysolutions.com
Recruiting & transitionsM&A & valuation
65
CURI CAPITAL (RALEIGH, NC) left the SEC roster (was $1.40B RAUM, 17 reps). IAPD ↗
$1.40B RAUM · 17 reps · 984-202-2800
Recruiting & transitionsM&A & valuation

…and 597 more in the CSV export.

Everything else — all segments

aum up — 2045 Regulatory AUM up >=25% since last filing.
75
OSAIC WEALTH, INC. reported RAUM up 220% ($29.54B -> $94.56B). IAPD ↗
$94.56B RAUM · 4397 reps · 800-821-5100 EXT. 5389
Portfolio / reporting / TAMPCRMFinancial planning software
75
CETERA INVESTMENT ADVISERS LLC reported RAUM up 213% ($33.36B -> $104.47B). IAPD ↗
$104.47B RAUM · 5928 reps · 310-257-7880
Portfolio / reporting / TAMPCRMFinancial planning software
75
T. ROWE PRICE ADVISORY SERVICES, INC. reported RAUM up 87% ($1.37B -> $2.56B). IAPD ↗
$2.56B RAUM · 42 reps · 800-225-5132 · troweprice.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
STANCORP INVESTMENT ADVISERS, INC. reported RAUM up 112% ($16.21B -> $34.39B). IAPD ↗
$34.39B RAUM · 12 reps · 800-858-5420 · standard.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
CLIFFWATER LLC reported RAUM up 87% ($14.26B -> $26.71B). IAPD ↗
$26.71B RAUM · 76 reps · 310-448-5000 · cliffwater.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
PATHSTONE reported RAUM up 94% ($24.84B -> $48.26B). IAPD ↗
$48.26B RAUM · 287 reps · 201-944-7284
Portfolio / reporting / TAMPCRMFinancial planning software
75
MODERA WEALTH MANAGEMENT, LLC reported RAUM up 84% ($6.80B -> $12.53B). IAPD ↗
$12.53B RAUM · 100 reps · (201) 768-4600
Portfolio / reporting / TAMPCRMFinancial planning software
75
AXXCESS WEALTH MANAGEMENT, LLC reported RAUM up 90% ($3.40B -> $6.47B). IAPD ↗
$6.47B RAUM · 44 reps · (858) 217-5347 · axxcesswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
TIDAL INVESTMENTS LLC reported RAUM up 103% ($5.57B -> $11.33B). IAPD ↗
$11.33B RAUM · 12 reps · 844-986-7700 · torosoadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
THE WEALTH CONSULTING GROUP reported RAUM up 86% ($2.80B -> $5.19B). IAPD ↗
$5.19B RAUM · 160 reps · 702-263-1919 · fideswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
FIRST NATIONAL ADVISERS, LLC reported RAUM up 158% ($2.42B -> $6.24B). IAPD ↗
$6.24B RAUM · 31 reps · 866-320-3563 · privatewealthreserve.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
55IP reported RAUM up 102% ($8.63B -> $17.48B). IAPD ↗
$17.48B RAUM · 73 reps · 617-960-9559 · 55-ip.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
ALERA INVESTMENT ADVISORS, LLC reported RAUM up 136% ($1.16B -> $2.73B). IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000
Portfolio / reporting / TAMPCRMFinancial planning software
75
DAKOTA WEALTH, LLC reported RAUM up 109% ($2.55B -> $5.33B). IAPD ↗
$5.33B RAUM · 54 reps · (561) 774-8101 · persimmoncapitalmanagement.sharefile.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
QUANTINNO CAPITAL MANAGEMENT LP reported RAUM up 106% ($2.09B -> $4.30B). IAPD ↗
$4.30B RAUM · 5 reps · (212) 313-9431 · quantinno.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
EASTERLY INVESTMENT PARTNERS LLC reported RAUM up 110% ($1.34B -> $2.81B). IAPD ↗
$2.81B RAUM · 14 reps · 617-231-4300 · easterlyam.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
FARTHER reported RAUM up 94% ($1.12B -> $2.18B). IAPD ↗
$2.18B RAUM · 76 reps · 628-246-8004
Portfolio / reporting / TAMPCRMFinancial planning software
75
F/M INVESTMENTS LLC reported RAUM up 215% ($1.87B -> $5.88B). IAPD ↗
$5.88B RAUM · 8 reps · 202-839-4910 · genoaam.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
THE AMERIFLEX GROUP reported RAUM up 91% ($3.42B -> $6.52B). IAPD ↗
$6.52B RAUM · 149 reps · (702) 987-9730 · theameriflexgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
RED SWAN PRIVATE CLIENT reported RAUM up 141% ($1.04B -> $2.51B). IAPD ↗
$2.51B RAUM · 2 reps · 713-360-7928
Portfolio / reporting / TAMPCRMFinancial planning software
75
MAYFLOWER ADVISORS reported RAUM up 356% ($1.03B -> $4.69B). IAPD ↗
$4.69B RAUM · 21 reps · 617-259-1767 · mayfloweradvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
MERCURY ADVISORY, LLC reported RAUM up 232% ($1.93B -> $6.40B). IAPD ↗
$6.40B RAUM · 2 reps · 415-878-1068
Portfolio / reporting / TAMPCRMFinancial planning software
75
SYON CAPITAL LLC reported RAUM up 78% ($1.42B -> $2.53B). IAPD ↗
$2.53B RAUM · 5 reps · 415-520-7966 · syoncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY reported RAUM up 90% ($1.51B -> $2.87B). IAPD ↗
$2.87B RAUM · 6 reps · 650-838-1030
Portfolio / reporting / TAMPCRMFinancial planning software
74
MARQUETTE ASSOCIATES, INC. reported RAUM up 72% ($13.31B -> $22.95B). IAPD ↗
$22.95B RAUM · 52 reps · 312-527-5500
Portfolio / reporting / TAMPCRMFinancial planning software
74
BNY MELLON ADVISORS, INC. reported RAUM up 74% ($11.31B -> $19.69B). IAPD ↗
$19.69B RAUM · 43 reps · 800-200-3033, OPTION 3
Portfolio / reporting / TAMPCRMFinancial planning software
74
PENNINGTON PARTNERS & CO., LLC reported RAUM up 75% ($1.70B -> $2.97B). IAPD ↗
$2.97B RAUM · 8 reps · 202-370-6435 · pennington.addepar.com
Portfolio / reporting / TAMPCRMFinancial planning software
74
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC reported RAUM up 74% ($6.51B -> $11.36B). IAPD ↗
$11.36B RAUM · 6 reps · 515-221-4879
Portfolio / reporting / TAMPCRMFinancial planning software
74
ADVISOR PARTNERS reported RAUM up 74% ($1.94B -> $3.38B). IAPD ↗
$3.38B RAUM · 6 reps · 888-265-2257 · advisorpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
74
CATALYTIC WEALTH MANAGEMENT reported RAUM up 71% ($1.00B -> $1.71B). IAPD ↗
$1.71B RAUM · 15 reps · 617-234-7000
Portfolio / reporting / TAMPCRMFinancial planning software
73
WESTPORT ASSET MANAGEMENT INC reported RAUM up 100% ($211.3M -> $422.0M). IAPD ↗
$422.0M RAUM · 2 reps · 203-227-3601
Portfolio / reporting / TAMPCRMFinancial planning software
73
AVISO WEALTH MANAGEMENT reported RAUM up 80% ($223.4M -> $401.7M). IAPD ↗
$401.7M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
UHLER VERTICH WHITE ADVISORS reported RAUM up 80% ($258.7M -> $466.0M). IAPD ↗
$466.0M RAUM · 5 reps · 239-936-6300
Portfolio / reporting / TAMPCRMFinancial planning software
73
WISE WEALTH, LLC reported RAUM up 84% ($177.4M -> $326.2M). IAPD ↗
$326.2M RAUM · 10 reps · 816-246-9473
Portfolio / reporting / TAMPCRMFinancial planning software
73
CLINTON INVESTMENT MANAGEMENT, LLC reported RAUM up 69% ($1.69B -> $2.85B). IAPD ↗
$2.85B RAUM · 10 reps · (203) 276-6246 · clintoninvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
COORDINATED FINANCIAL SERVICES, INC. reported RAUM up 173% ($116.5M -> $318.1M). IAPD ↗
$318.1M RAUM · 3 reps · 303-770-5401 · lifetime-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
CLEAR HAVEN CAPITAL MANAGEMENT, LLC reported RAUM up 98% ($245.6M -> $485.8M). IAPD ↗
$485.8M RAUM · 3 reps · 332-240-0416
Portfolio / reporting / TAMPCRMFinancial planning software
73
ADAMS ASHBY FINANCIAL ADVISORS reported RAUM up 87% ($236.3M -> $442.5M). IAPD ↗
$442.5M RAUM · 2 reps · 916-333-5989 · adamsashby.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
CS PLANNING CORP reported RAUM up 77% ($542.6M -> $957.9M). IAPD ↗
$957.9M RAUM · 45 reps · 503-292-5853 · csplanningcorp.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PAULSON WEALTH MANAGEMENT INC. reported RAUM up 87% ($261.5M -> $489.4M). IAPD ↗
$489.4M RAUM · 4 reps · 630-517-2950
Portfolio / reporting / TAMPCRMFinancial planning software
73
COVENANT WEALTH ADVISORS reported RAUM up 83% ($271.7M -> $496.3M). IAPD ↗
$496.3M RAUM · 9 reps · (804) 729-5265 · mycwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
GOODHAVEN CAPITAL MANAGEMENT reported RAUM up 84% ($182.7M -> $336.4M). IAPD ↗
$336.4M RAUM · 2 reps · 305-677-7650 · goodhavenllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
ADVISORY ALPHA, LLC reported RAUM up 68% ($1.79B -> $3.00B). IAPD ↗
$3.00B RAUM · 60 reps · 866-530-1400 · advisoryalpha.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
MURPHY & SYLVEST reported RAUM up 97% ($163.3M -> $321.3M). IAPD ↗
$321.3M RAUM · 8 reps · (214) 373-8362 · murphysylvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
OAK GROVE CAPITAL, LLC reported RAUM up 102% ($169.1M -> $340.9M). IAPD ↗
$340.9M RAUM · 1 reps · 412-515-8899 · oakgrovecapitalllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
LION STREET ADVISORS, LLC reported RAUM up 67% ($1.40B -> $2.34B). IAPD ↗
$2.34B RAUM · 141 reps · 512-776-8400 · hfllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
EQUITA FINANCIAL NETWORK, INC. reported RAUM up 87% ($151.5M -> $283.1M). IAPD ↗
$283.1M RAUM · 8 reps · 800.604.0176
Portfolio / reporting / TAMPCRMFinancial planning software
73
FLORENCE CAPITAL ADVISORS, LLC reported RAUM up 265% ($117.0M -> $427.3M). IAPD ↗
$427.3M RAUM · 1 reps · (212) 202-3296 · florencecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
GIBBS WEALTH MANAGEMENT, LLC reported RAUM up 96% ($200.2M -> $391.4M). IAPD ↗
$391.4M RAUM · 10 reps · 678-694-8770
Portfolio / reporting / TAMPCRMFinancial planning software
73
ADDICUS ADVISORY, LLC reported RAUM up 106% ($131.6M -> $270.6M). IAPD ↗
$270.6M RAUM · 5 reps · 877-294-8658 · addicusadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
INTEGRATED WEALTH CONCEPTS LLC reported RAUM up 66% ($7.47B -> $12.39B). IAPD ↗
$12.39B RAUM · 423 reps · (781) 890-3045 · reserveinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
ONE WEALTH MANAGEMENT reported RAUM up 229% ($104.5M -> $343.8M). IAPD ↗
$343.8M RAUM · 6 reps · (855) 663-9584 · onewealthmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
CALIGAN PARTNERS reported RAUM up 149% ($139.8M -> $347.9M). IAPD ↗
$347.9M RAUM · 3 reps · 646-859-8204 · caliganpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
ROOT FINANCIAL PARTNERS reported RAUM up 113% ($187.5M -> $399.2M). IAPD ↗
$399.2M RAUM · 9 reps · (760) 452-0720
Portfolio / reporting / TAMPCRMFinancial planning software
73
H&H INTERNATIONAL INVESTMENT, LLC reported RAUM up 66% ($10.89B -> $18.04B). IAPD ↗
$18.04B RAUM · 2 reps · 650-319-6832
Portfolio / reporting / TAMPCRMFinancial planning software
73
MAIA WEALTH reported RAUM up 84% ($213.5M -> $392.5M). IAPD ↗
$392.5M RAUM · 30 reps · (720) 644-8803
Portfolio / reporting / TAMPCRMFinancial planning software
73
RETIREMENT WELLNESS GROUP reported RAUM up 235% ($145.3M -> $486.3M). IAPD ↗
$486.3M RAUM · 2 reps · 949-757-1799 · retirementwellnessgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
THE SUM reported RAUM up 118% ($140.3M -> $305.6M). IAPD ↗
$305.6M RAUM · 5 reps · 281-940-4859 · thesumplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
THE MENARD FINANCIAL GROUP, LLC reported RAUM up 85% ($206.6M -> $381.4M). IAPD ↗
$381.4M RAUM · 2 reps · 713-364-1515 · themenardfinancialgroup.net
Portfolio / reporting / TAMPCRMFinancial planning software
73
SIGNAL ADVISORS WEALTH, LLC reported RAUM up 248% ($133.9M -> $465.3M). IAPD ↗
$465.3M RAUM · 5 reps · 1-866-774-4625
Portfolio / reporting / TAMPCRMFinancial planning software
73
SHERWOOD FINANCIAL PARTNERS, LLC reported RAUM up 157% ($113.4M -> $291.6M). IAPD ↗
$291.6M RAUM · 3 reps · 805.870.5591
Portfolio / reporting / TAMPCRMFinancial planning software
73
TANNIN CAPITAL, LLC reported RAUM up 99% ($182.0M -> $362.3M). IAPD ↗
$362.3M RAUM · 6 reps · 704-552-1082 · tannin.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
LLOYD HARBOR CAPITAL MANAGEMENT, LLC reported RAUM up 103% ($221.7M -> $450.9M). IAPD ↗
$450.9M RAUM · 6 reps · 631-246-0340 · lloydharborcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PHD RETIREMENT CONSULTING reported RAUM up 190% ($136.0M -> $394.6M). IAPD ↗
$394.6M RAUM · 1 reps · 844-743-4015 · planhealthdesign.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
WELLINGTON WEALTH STRATEGIES, LLC reported RAUM up 175% ($101.6M -> $279.6M). IAPD ↗
$279.6M RAUM · 15 reps · 317-789-8800 · twealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
VIRTERA PARTNERS LLC reported RAUM up 87% ($185.7M -> $346.9M). IAPD ↗
$346.9M RAUM · 4 reps · 216-859-8800
Portfolio / reporting / TAMPCRMFinancial planning software
73
DALTON INVESTMENTS, INC. reported RAUM up 69% ($2.41B -> $4.06B). IAPD ↗
$4.06B RAUM · 15 reps · 4242319100 · daltoninvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PENSION & WEALTH MANAGEMENT ADVISORS reported RAUM up 75% ($172.1M -> $301.3M). IAPD ↗
$301.3M RAUM · 5 reps · 781-810-0800 · pensionwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
WEST MICHIGAN ADVISORS, LLC reported RAUM up 77% ($279.8M -> $494.8M). IAPD ↗
$494.8M RAUM · 11 reps · (616) 820-1040
Portfolio / reporting / TAMPCRMFinancial planning software
73
GAMMA INVESTING LLC reported RAUM up 118% ($204.3M -> $445.1M). IAPD ↗
$445.1M RAUM · 5 reps · 888-585-1755 · gammainvesting.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
POWER WEALTH MANAGEMENT reported RAUM up 130% ($127.8M -> $293.8M). IAPD ↗
$293.8M RAUM · 3 reps · 404-889-8919 · powerwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PROSPERITAS FINANCIAL, LLC reported RAUM up 77% ($221.8M -> $391.8M). IAPD ↗
$391.8M RAUM · 13 reps · 661-255-9555
Portfolio / reporting / TAMPCRMFinancial planning software
73
TWO PRIME LLC reported RAUM up 100% ($125.0M -> $250.0M). IAPD ↗
$250.0M RAUM · 4 reps · 480-290-4951 · twoprime.io
Portfolio / reporting / TAMPCRMFinancial planning software
73
LAVELLE CAPITAL reported RAUM up 80% ($148.6M -> $267.4M). IAPD ↗
$267.4M RAUM · 3 reps · 415-501-9987 · lavellecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
ALLOCATE MANAGEMENT COMPANY, LLC reported RAUM up 95% ($247.0M -> $482.0M). IAPD ↗
$482.0M RAUM · 5 reps · 650-260-3431
Portfolio / reporting / TAMPCRMFinancial planning software
73
PINE HARBOR WEALTH MANAGEMENT LLC reported RAUM up 124% ($158.7M -> $356.2M). IAPD ↗
$356.2M RAUM · 2 reps · 240-200-4950
Portfolio / reporting / TAMPCRMFinancial planning software
73
FIAT WEALTH MANAGEMENT reported RAUM up 91% ($133.4M -> $254.6M). IAPD ↗
$254.6M RAUM · 10 reps · 952-426-9116 · fiatwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
SAVVY reported RAUM up 233% ($114.7M -> $382.4M). IAPD ↗
$382.4M RAUM · 10 reps · 833-745-6789
Portfolio / reporting / TAMPCRMFinancial planning software
73
VALUE ALIGNED RESEARCH ADVISORS, LLC reported RAUM up 79% ($220.8M -> $395.9M). IAPD ↗
$395.9M RAUM · 3 reps · (609)-608-9205
Portfolio / reporting / TAMPCRMFinancial planning software
73
MEOW ADVISORY, LLC reported RAUM up 122% ($127.2M -> $282.6M). IAPD ↗
$282.6M RAUM · 1 reps · 929-333-3405 · meow.co
Portfolio / reporting / TAMPCRMFinancial planning software
73
APOLLON FINANCIAL, LLC reported RAUM up 229% ($146.6M -> $482.3M). IAPD ↗
$482.3M RAUM · 7 reps · 843-579-0018 · apollonfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
BUCK WEALTH STRATEGIES, LLC reported RAUM up 123% ($134.3M -> $299.9M). IAPD ↗
$299.9M RAUM · 20 reps · 888-210-6567
Portfolio / reporting / TAMPCRMFinancial planning software
73
BALANZ reported RAUM up 90% ($139.9M -> $265.9M). IAPD ↗
$265.9M RAUM · 3 reps · 786 687-4066 · balanz.us
Portfolio / reporting / TAMPCRMFinancial planning software
73
BESPOKE ADVISORY reported RAUM up 85% ($200.9M -> $372.6M). IAPD ↗
$372.6M RAUM · 4 reps · 877-777-6845 · bespokeadvisory.io
Portfolio / reporting / TAMPCRMFinancial planning software
73
VICTORY FINANCIAL reported RAUM up 102% ($143.2M -> $288.8M). IAPD ↗
$288.8M RAUM · 12 reps · (512) 763-7671 · victoryfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
FIFTH FORCE MANAGEMENT reported RAUM up 178% ($113.2M -> $315.0M). IAPD ↗
$315.0M RAUM · 1 reps · 972-571-4397
Portfolio / reporting / TAMPCRMFinancial planning software
73
QUANTUM PORTFOLIO MANAGEMENT reported RAUM up 502% ($61.7M -> $370.9M). IAPD ↗
$370.9M RAUM · 4 reps · 212-466-6760 · qmpm.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
INTERTIDE PARTNERS reported RAUM up 2711% ($11.9M -> $334.0M). IAPD ↗
$334.0M RAUM · 2 reps · 312.961.5048
Portfolio / reporting / TAMPCRMFinancial planning software
73
EIGHT 31 FINANCIAL, LLC reported RAUM up 97% ($177.8M -> $350.5M). IAPD ↗
$350.5M RAUM · 2 reps · 432-282-0251
Portfolio / reporting / TAMPCRMFinancial planning software
72
MONTROSE ADVISORS INC reported RAUM up 72% ($240.1M -> $413.1M). IAPD ↗
$413.1M RAUM · 3 reps · 212-888-4747 · montroseadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
BOLTON GLOBAL ASSET MANAGEMENT reported RAUM up 62% ($3.62B -> $5.85B). IAPD ↗
$5.85B RAUM · 115 reps · 978.779.5361 · boltoncapitalgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
GEOWEALTH MANAGEMENT LLC reported RAUM up 63% ($7.55B -> $12.33B). IAPD ↗
$12.33B RAUM · 20 reps · (312) 219-9160
Portfolio / reporting / TAMPCRMFinancial planning software
72
AVIOR WEALTH MANAGEMENT, LLC reported RAUM up 65% ($2.42B -> $3.99B). IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
Portfolio / reporting / TAMPCRMFinancial planning software
72
KESTRA PRIVATE WEALTH SERVICES, LLC reported RAUM up 63% ($4.48B -> $7.30B). IAPD ↗
$7.30B RAUM · 158 reps · 844-553-7872
Portfolio / reporting / TAMPCRMFinancial planning software
72
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC reported RAUM up 71% ($182.5M -> $312.8M). IAPD ↗
$312.8M RAUM · 5 reps · 301-990-4395
Portfolio / reporting / TAMPCRMFinancial planning software
72
SPIDERROCK ADVISORS, LLC reported RAUM up 61% ($3.02B -> $4.85B). IAPD ↗
$4.85B RAUM · 10 reps · (312) 847-0300 · spiderrockadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
VESTMARK ADVISORY SOLUTIONS, INC. reported RAUM up 61% ($3.49B -> $5.64B). IAPD ↗
$5.64B RAUM · 21 reps · 888-355-0477
Portfolio / reporting / TAMPCRMFinancial planning software
72
HUMAN INTEREST ADVISORS LLC reported RAUM up 64% ($2.11B -> $3.45B). IAPD ↗
$3.45B RAUM · 1 reps · (855) 622-7824 · humaninterest.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
GUIDELINE, INC. reported RAUM up 61% ($7.26B -> $11.71B). IAPD ↗
$11.71B RAUM · 3 reps · (888) 228-3491
Portfolio / reporting / TAMPCRMFinancial planning software
72
DGS CAPITAL MANAGEMENT reported RAUM up 72% ($260.1M -> $446.7M). IAPD ↗
$446.7M RAUM · 4 reps · 646-992-4370 · dgs.capital
Portfolio / reporting / TAMPCRMFinancial planning software
72
HIGHLINE WEALTH PARTNERS reported RAUM up 73% ($285.1M -> $493.7M). IAPD ↗
$493.7M RAUM · 13 reps · 818-340-0157
Portfolio / reporting / TAMPCRMFinancial planning software
72
BEACON GLOBAL ADVISOR NETWORK, LLC reported RAUM up 72% ($169.4M -> $291.6M). IAPD ↗
$291.6M RAUM · 45 reps · 888-679-6474 · beaconglobaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
APOLLON WEALTH MANAGEMENT, LLC reported RAUM up 64% ($3.36B -> $5.52B). IAPD ↗
$5.52B RAUM · 93 reps · 843-579-0018
Portfolio / reporting / TAMPCRMFinancial planning software
72
HAYS FINANCIAL GROUP, LLC reported RAUM up 62% ($3.16B -> $5.10B). IAPD ↗
$5.10B RAUM · 4 reps · (612) 373-9863
Portfolio / reporting / TAMPCRMFinancial planning software
72
PRECEDENT WEALTH PARTNERS, LLC reported RAUM up 71% ($221.0M -> $378.7M). IAPD ↗
$378.7M RAUM · 4 reps · (713)244-6450 · precedentwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
ONEAMERICA SECURITIES, INC. reported RAUM up 67% ($158.0M -> $264.4M). IAPD ↗
$264.4M RAUM · 282 reps · 877-285-3863 · oneamericasecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
AMERICAN PORTFOLIOS ADVISORS, INC reported RAUM up 56% ($8.40B -> $13.08B). IAPD ↗
$13.08B RAUM · 600 reps · 631-439-4600 X156
Portfolio / reporting / TAMPCRMFinancial planning software
71
EATON-CAMBRIDGE INC. reported RAUM up 68% ($190.1M -> $319.9M). IAPD ↗
$319.9M RAUM · 4 reps · (480) 385-7399 · eatoncambridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
MODERN CAPITAL ADVISORS, LLC reported RAUM up 66% ($171.8M -> $285.4M). IAPD ↗
$285.4M RAUM · 24 reps · 800-440-0442 · moderncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
BULLTICK WEALTH MANAGEMENT, LLC reported RAUM up 56% ($1.66B -> $2.59B). IAPD ↗
$2.59B RAUM · 20 reps · 305-533-1541 · bulltick.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
CIRCLE WEALTH MANAGEMENT, LLC reported RAUM up 55% ($6.55B -> $10.17B). IAPD ↗
$10.17B RAUM · 9 reps · 908-206-1306 · circlewm.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
GALLAGHER FIDUCIARY ADVISORS, LLC reported RAUM up 57% ($6.54B -> $10.24B). IAPD ↗
$10.24B RAUM · 160 reps · 212-918-9685 · ajg.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
INTRUA FINANCIAL reported RAUM up 58% ($1.05B -> $1.66B). IAPD ↗
$1.66B RAUM · 42 reps · 713-355-9910
Portfolio / reporting / TAMPCRMFinancial planning software
71
ETHIC INC. reported RAUM up 56% ($3.15B -> $4.91B). IAPD ↗
$4.91B RAUM · 9 reps · (646) 604-2440
Portfolio / reporting / TAMPCRMFinancial planning software
71
VANGUARD PERSONALIZED INDEXING MANAGEMENT reported RAUM up 59% ($2.73B -> $4.35B). IAPD ↗
$4.35B RAUM · 4 reps · 510-462-5230
Portfolio / reporting / TAMPCRMFinancial planning software
71
ARISTOTLE ATLANTIC PARTNERS, LLC reported RAUM up 56% ($1.85B -> $2.88B). IAPD ↗
$2.88B RAUM · 5 reps · 212-652-4150 · aristotlecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
BROADWAY WEALTH SOLUTIONS reported RAUM up 69% ($148.1M -> $250.8M). IAPD ↗
$250.8M RAUM · 11 reps · (210) 283-6600 · broadway.bank
Portfolio / reporting / TAMPCRMFinancial planning software
71
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC reported RAUM up 67% ($156.7M -> $261.1M). IAPD ↗
$261.1M RAUM · 35 reps · 212-698-3300 · firsteagle.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
GIVERNY CAPITAL ASSET MANAGEMENT reported RAUM up 66% ($221.8M -> $368.8M). IAPD ↗
$368.8M RAUM · 2 reps · 646-669-8950
Portfolio / reporting / TAMPCRMFinancial planning software
71
TRANSCE3ND LLC reported RAUM up 70% ($184.3M -> $313.2M). IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
MISSION PRIME LLC reported RAUM up 55% ($1.37B -> $2.12B). IAPD ↗
$2.12B RAUM · 1 reps · 787-487-5843
Portfolio / reporting / TAMPCRMFinancial planning software
70
W&S BROKERAGE SERVICES, INC. reported RAUM up 128% ($53.8M -> $122.9M). IAPD ↗
$122.9M RAUM · 73 reps · 800-257-2135
Portfolio / reporting / TAMPCRMFinancial planning software
70
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER reported RAUM up 53% ($6.09B -> $9.33B). IAPD ↗
$9.33B RAUM · 484 reps · 480-991-0225 · unitedplanners.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
DONALD SMITH & CO., INC. reported RAUM up 54% ($2.62B -> $4.03B). IAPD ↗
$4.03B RAUM · 5 reps · 212-284-0990 · donaldsmithandco.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ALLSTATE FINANCIAL ADVISORS, LLC reported RAUM up 118% ($28.5M -> $62.1M). IAPD ↗
$62.1M RAUM · 0 reps · 877-232-2142
Portfolio / reporting / TAMPCRMFinancial planning software
70
NEPC, LLC reported RAUM up 50% ($63.58B -> $95.39B). IAPD ↗
$95.39B RAUM · 120 reps · 617-374-1300
Portfolio / reporting / TAMPCRMFinancial planning software
70
BLACK HILL CAPITAL PARTNERS, LLC reported RAUM up 82% ($37.3M -> $67.9M). IAPD ↗
$67.9M RAUM · 1 reps · (415) 829-4246 · blackhill-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
OMNI 360 WEALTH, INC. reported RAUM up 90% ($130.6M -> $248.6M). IAPD ↗
$248.6M RAUM · 4 reps · 609-452-0889 · pfg-planning.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
GREYBULL PARTNERS LLC reported RAUM up 898027% ($24,868 -> $223.3M). IAPD ↗
$223.3M RAUM · 8 reps · 404-815-8772 · earnestpartners.com.cn
Portfolio / reporting / TAMPCRMFinancial planning software
70
LOCUST WOOD CAPITAL ADVISERS, LLC reported RAUM up 53% ($1.81B -> $2.76B). IAPD ↗
$2.76B RAUM · 5 reps · 212-354-5404 · locustwood.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
WELLSPRING FINANCIAL ADVISORS, LLC reported RAUM up 55% ($2.35B -> $3.63B). IAPD ↗
$3.63B RAUM · 11 reps · 216-367-0680
Portfolio / reporting / TAMPCRMFinancial planning software
70
KANON BLOCH CARRE reported RAUM up 1970% ($10.6M -> $219.7M). IAPD ↗
$219.7M RAUM · 1 reps · 781 792 2930
Portfolio / reporting / TAMPCRMFinancial planning software
70
REDHAWK WEALTH ADVISORS, INC. reported RAUM up 50% ($1.21B -> $1.82B). IAPD ↗
$1.82B RAUM · 47 reps · 952-835-4295
Portfolio / reporting / TAMPCRMFinancial planning software
70
BLUECHIP WEALTH ADVISORS LLC reported RAUM up 63% ($297.3M -> $485.1M). IAPD ↗
$485.1M RAUM · 6 reps · 770-771-5812 · bcwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
BAFFIN ADVISORS LLC reported RAUM up 91% ($62.6M -> $119.5M). IAPD ↗
$119.5M RAUM · 1 reps · 914-371-2992 · baffinadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CERITY PARTNERS LLC reported RAUM up 51% ($53.33B -> $80.57B). IAPD ↗
$80.57B RAUM · 704 reps · 212-850-4260 · ceritypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ALTAI CAPITAL MANAGEMENT, L.P. reported RAUM up 92% ($118.7M -> $228.1M). IAPD ↗
$228.1M RAUM · 4 reps · 949-326-9611
Portfolio / reporting / TAMPCRMFinancial planning software
70
GEASPHERE ADVISORS reported RAUM up 96% ($85.7M -> $168.1M). IAPD ↗
$168.1M RAUM · 2 reps · 401-351-4900
Portfolio / reporting / TAMPCRMFinancial planning software
70
TRIUMPH WEALTH ADVISORS, INC. reported RAUM up 78% ($23.4M -> $41.7M). IAPD ↗
$41.7M RAUM · 15 reps · 770-924-9322 · triumphwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
INVESCO MANAGED ACCOUNTS, LLC reported RAUM up 54% ($11.39B -> $17.54B). IAPD ↗
$17.54B RAUM · 29 reps · 1-866-769-2773 · snwam.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
COPPELL ADVISORY SOLUTIONS LLC reported RAUM up 60% ($529.7M -> $849.6M). IAPD ↗
$849.6M RAUM · 76 reps · 866-254-4235
Portfolio / reporting / TAMPCRMFinancial planning software
70
ANGELES WEALTH MANAGEMENT, LLC reported RAUM up 52% ($1.19B -> $1.80B). IAPD ↗
$1.80B RAUM · 6 reps · 310-393-6300 · angeleswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
RMR WEALTH BUILDERS, INC. reported RAUM up 53% ($1.11B -> $1.70B). IAPD ↗
$1.70B RAUM · 43 reps · (201) 836-2460
Portfolio / reporting / TAMPCRMFinancial planning software
70
MPWM ADVISORY SOLUTIONS LLC reported RAUM up 64% ($192.6M -> $315.7M). IAPD ↗
$315.7M RAUM · 14 reps · 678-566-4001
Portfolio / reporting / TAMPCRMFinancial planning software
70
VIZCAYA CAPITAL, LLC reported RAUM up 64% ($260.6M -> $426.7M). IAPD ↗
$426.7M RAUM · 5 reps · 305-602-5725 · vizcayacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
LIDO reported RAUM up 50% ($13.10B -> $19.66B). IAPD ↗
$19.66B RAUM · 147 reps · 310-278-8232 · lidoadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
THRIVE CAPITAL MANAGEMENT, LLC reported RAUM up 61% ($244.7M -> $392.8M). IAPD ↗
$392.8M RAUM · 13 reps · 800-516-5861 · thrivecapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
KOVITZ INVESTMENT GROUP PARTNERS, LLC reported RAUM up 55% ($7.29B -> $11.29B). IAPD ↗
$11.29B RAUM · 52 reps · 312-334-7300
Portfolio / reporting / TAMPCRMFinancial planning software
70
COURIER CAPITAL, LLC reported RAUM up 51% ($1.90B -> $2.86B). IAPD ↗
$2.86B RAUM · 12 reps · 716-883-9595 · couriercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
HOOPOE ADVISORS reported RAUM up 65% ($244.0M -> $402.5M). IAPD ↗
$402.5M RAUM · 5 reps · 617-708-0639
Portfolio / reporting / TAMPCRMFinancial planning software
70
GOLDEN RESERVE RETIREMENT, LLC reported RAUM up 84% ($109.2M -> $201.1M). IAPD ↗
$201.1M RAUM · 6 reps · 855-456-4777
Portfolio / reporting / TAMPCRMFinancial planning software
70
JEMMA FINANCIAL SERVICES reported RAUM up 114% ($46.2M -> $98.8M). IAPD ↗
$98.8M RAUM · 6 reps · (855) 662-2121 · jemmafinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
DECKER RETIREMENT PLANNING INC. reported RAUM up 82% ($117.5M -> $213.6M). IAPD ↗
$213.6M RAUM · 6 reps · 855-425-4566
Portfolio / reporting / TAMPCRMFinancial planning software
70
ARCADIA WEALTH MANAGEMENT, LLC reported RAUM up 61% ($209.8M -> $336.8M). IAPD ↗
$336.8M RAUM · 5 reps · 603-681-9190
Portfolio / reporting / TAMPCRMFinancial planning software
70
APPLIED RESEARCH INVESTMENTS, LLC reported RAUM up 166% ($38.4M -> $102.1M). IAPD ↗
$102.1M RAUM · 5 reps · (212) 419-0400 · arinvgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
FSAM LLC reported RAUM up 86% ($39.0M -> $72.6M). IAPD ↗
$72.6M RAUM · 8 reps · 770-777-9373
Portfolio / reporting / TAMPCRMFinancial planning software
70
AWM CAPITAL, LLC reported RAUM up 62% ($530.9M -> $860.6M). IAPD ↗
$860.6M RAUM · 15 reps · (323) 940-1339
Portfolio / reporting / TAMPCRMFinancial planning software
70
LIFEWORKS ADVISORS, LLC reported RAUM up 61% ($261.2M -> $421.8M). IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
Portfolio / reporting / TAMPCRMFinancial planning software
70
FLORIDA FINANCIAL ADVISORS, LLC reported RAUM up 110% ($94.8M -> $199.0M). IAPD ↗
$199.0M RAUM · 294 reps · (813) 333-1683
Portfolio / reporting / TAMPCRMFinancial planning software
70
ARKADIOS WEALTH ADVISORS reported RAUM up 53% ($1.76B -> $2.68B). IAPD ↗
$2.68B RAUM · 137 reps · 404-445-0035 · arkadioscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
KDT ADVISORS, LLC reported RAUM up 78% ($80.5M -> $143.3M). IAPD ↗
$143.3M RAUM · 4 reps · 929-293-1270 · kdtadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
TITAN reported RAUM up 61% ($548.8M -> $882.0M). IAPD ↗
$882.0M RAUM · 7 reps · 973-490-4042
Portfolio / reporting / TAMPCRMFinancial planning software
70
PGIM CUSTOM HARVEST LLC reported RAUM up 50% ($2.38B -> $3.58B). IAPD ↗
$3.58B RAUM · 6 reps · 888-778-5471 · pgim.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CAMELOT EVENT-DRIVEN ADVISORS, LLC reported RAUM up 79% ($59.1M -> $105.5M). IAPD ↗
$105.5M RAUM · 2 reps · 419-794-0538 · cameloteventdrivenfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
GO INVEST LLC reported RAUM up 215% ($47.1M -> $148.6M). IAPD ↗
$148.6M RAUM · 1 reps · 801-666-4373 · goinvest.us
Portfolio / reporting / TAMPCRMFinancial planning software
70
Q CAPITAL SOLUTIONS reported RAUM up 166% ($92.4M -> $245.9M). IAPD ↗
$245.9M RAUM · 2 reps · 732-600-5557 · qcapitalsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
INSPIRE ADVISORS, LLC reported RAUM up 60% ($520.8M -> $835.3M). IAPD ↗
$835.3M RAUM · 45 reps · 877-859-6383 · inspireadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
SOUTHWESTERN MONEY MANAGEMENT LLC reported RAUM up 1753% ($2.2M -> $40.1M). IAPD ↗
$40.1M RAUM · 2 reps · 210-344-3400
Portfolio / reporting / TAMPCRMFinancial planning software
70
EAGLEBROOK ADVISORS reported RAUM up 125% ($93.9M -> $211.1M). IAPD ↗
$211.1M RAUM · 4 reps · 786-807-7374
Portfolio / reporting / TAMPCRMFinancial planning software
70
SWAN CAPITAL reported RAUM up 86% ($102.4M -> $190.7M). IAPD ↗
$190.7M RAUM · 2 reps · (850) 380-9558
Portfolio / reporting / TAMPCRMFinancial planning software
70
REFLECTION ASSET MANAGEMENT reported RAUM up 111% ($62.0M -> $130.9M). IAPD ↗
$130.9M RAUM · 1 reps · 617-584-4042
Portfolio / reporting / TAMPCRMFinancial planning software
70
ONEGROUP WEALTH PARTNERS, INC. reported RAUM up 150% ($37.2M -> $92.9M). IAPD ↗
$92.9M RAUM · 4 reps · 561-472-2312 · onegroupwealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
RETIRABLE reported RAUM up 199% ($20.2M -> $60.5M). IAPD ↗
$60.5M RAUM · 7 reps · 833 222 1807
Portfolio / reporting / TAMPCRMFinancial planning software
70
GREYCLIFF WEALTH MANAGEMENT, LLC reported RAUM up 79% ($41.9M -> $75.0M). IAPD ↗
$75.0M RAUM · 4 reps · 201-738-2818
Portfolio / reporting / TAMPCRMFinancial planning software
70
ADVISOR SHARE WEALTH MANAGEMENT reported RAUM up 325% ($11.3M -> $48.0M). IAPD ↗
$48.0M RAUM · 22 reps · 866-232-3251 · aswealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
MEDIA WEALTH reported RAUM up 85% ($59.3M -> $109.4M). IAPD ↗
$109.4M RAUM · 4 reps · 650-252-0550 · focusfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
DAKORE WEALTH MANAGEMENT, LLC reported RAUM up 111% ($36.4M -> $76.6M). IAPD ↗
$76.6M RAUM · 1 reps · (561) 774-8101 · dakorewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
BALLAST ASSET MANAGEMENT reported RAUM up 152% ($66.9M -> $168.5M). IAPD ↗
$168.5M RAUM · 3 reps · 469-420-5220 · ballastam.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ROSENBLATT GLOBAL ADVISORS reported RAUM up 186% ($53.2M -> $152.1M). IAPD ↗
$152.1M RAUM · 2 reps · 212-607-3100 · rbltga.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
EVESTIA FINANCIAL reported RAUM up 375% ($9.8M -> $46.4M). IAPD ↗
$46.4M RAUM · 2 reps · 801-960-3228
Portfolio / reporting / TAMPCRMFinancial planning software
70
R CUBED GLOBAL CAPITAL INC. reported RAUM up 352% ($5.6M -> $25.2M). IAPD ↗
$25.2M RAUM · 1 reps · 206-743-5907 · rcubedgc.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
FAITH INVESTOR SERVICES reported RAUM up 122% ($49.7M -> $110.3M). IAPD ↗
$110.3M RAUM · 5 reps · (214) 462-7244
Portfolio / reporting / TAMPCRMFinancial planning software
70
ENVISION FINANCIAL LLC reported RAUM up 76% ($129.0M -> $226.9M). IAPD ↗
$226.9M RAUM · 2 reps · 262-354-7155 · envisionfinancial-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
OLIVEIRA WEALTH reported RAUM up 81% ($122.5M -> $221.7M). IAPD ↗
$221.7M RAUM · 2 reps · 209-579-2332
Portfolio / reporting / TAMPCRMFinancial planning software
70
BLUEPRINT FINANCIAL ADVISORS reported RAUM up 422% ($25.4M -> $132.5M). IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ELDRED ROCK PARTNERS, LLC reported RAUM up 63% ($206.8M -> $337.9M). IAPD ↗
$337.9M RAUM · 4 reps · 726-208-0800
Portfolio / reporting / TAMPCRMFinancial planning software
70
EARNED WEALTH reported RAUM up 113% ($50.0M -> $106.6M). IAPD ↗
$106.6M RAUM · 7 reps · (914) 417-4556 · formefinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ADVYZON INVESTMENT MANAGEMENT, LLC reported RAUM up 91% ($108.5M -> $207.6M). IAPD ↗
$207.6M RAUM · 2 reps · 844-340-1898 · advyzonim.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
INNOVA ADVISORS reported RAUM up 91% ($100.6M -> $192.4M). IAPD ↗
$192.4M RAUM · 2 reps · 305-646-1557 · innovadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
KNOWN WEALTH LLC reported RAUM up 173% ($30.8M -> $84.3M). IAPD ↗
$84.3M RAUM · 10 reps · 646-586-9424
Portfolio / reporting / TAMPCRMFinancial planning software
70
RANGE ADVISORY, LLC reported RAUM up 19505% ($138,739 -> $27.2M). IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
Portfolio / reporting / TAMPCRMFinancial planning software
70
BASE WEALTH MANAGEMENT reported RAUM up 99% ($107.2M -> $213.8M). IAPD ↗
$213.8M RAUM · 5 reps · 941-203-6040
Portfolio / reporting / TAMPCRMFinancial planning software
70
IDB LIDO WEALTH, LLC reported RAUM up 197% ($31.5M -> $93.6M). IAPD ↗
$93.6M RAUM · 14 reps · 310-278-8232
Portfolio / reporting / TAMPCRMFinancial planning software
70
AURELIUS FAMILY OFFICE, LLC reported RAUM up 109% ($113.6M -> $237.3M). IAPD ↗
$237.3M RAUM · 5 reps · 603-413-6060 · aurelius.net
Portfolio / reporting / TAMPCRMFinancial planning software
70
SOLID POINT WEALTH ADVISORS, LLC reported RAUM up 84% ($25.2M -> $46.4M). IAPD ↗
$46.4M RAUM · 4 reps · 518-681-0107 · solidpointwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
DUNBAR ASSOCIATES, LLC reported RAUM up 94% ($109.9M -> $213.2M). IAPD ↗
$213.2M RAUM · 3 reps · (203) 880-5716 · dunbarassociatesllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CENTERPOINT ADVISORY GROUP, LLC reported RAUM up 82% ($110.3M -> $200.5M). IAPD ↗
$200.5M RAUM · 5 reps · 913-685-3001 · centerpointadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
MASTERWORKS ADVISERS, LLC reported RAUM up 96% ($18.9M -> $37.2M). IAPD ↗
$37.2M RAUM · 20 reps · 203-518-5172 · masterworks.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
VESTO ADVISORS, LLC reported RAUM up 83% ($43.6M -> $80.0M). IAPD ↗
$80.0M RAUM · 2 reps · 856-219-4026 · getvesto.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
BROADSTREET GLOBAL ADVISORS, INC. reported RAUM up 157% ($39.9M -> $102.7M). IAPD ↗
$102.7M RAUM · 4 reps · 914-427-8036 · broadstreetglobaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
VOYA RETIREMENT ADVISORS, LLC reported RAUM up 47% ($18.39B -> $27.04B). IAPD ↗
$27.04B RAUM · 136 reps · (860) 580-2817
Portfolio / reporting / TAMPCRMFinancial planning software
69
WELLS FARGO ADVISORS reported RAUM up 50% ($103.11B -> $154.19B). IAPD ↗
$154.19B RAUM · 1978 reps · 314-875-3000 · stories.wf.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
CLEARSTEAD; HARTLAND & CO., LLC reported RAUM up 50% ($10.23B -> $15.32B). IAPD ↗
$15.32B RAUM · 60 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
SAGE ADVISORY SERVICES LTD CO reported RAUM up 48% ($15.32B -> $22.69B). IAPD ↗
$22.69B RAUM · 35 reps · 512-327-5530 · sageadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
BLUE BARN WEALTH reported RAUM up 56% ($276.5M -> $431.4M). IAPD ↗
$431.4M RAUM · 4 reps · (801) 466-4101 · bluebarnwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ASSET PRESERVATION GROUP INC reported RAUM up 56% ($169.1M -> $263.4M). IAPD ↗
$263.4M RAUM · 2 reps · 817-251-1008 · apg-advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
APERIO GROUP, LLC reported RAUM up 47% ($54.55B -> $80.21B). IAPD ↗
$80.21B RAUM · 73 reps · 415-339-4300 · aperiogroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
SUMMA CORP. reported RAUM up 56% ($232.4M -> $361.6M). IAPD ↗
$361.6M RAUM · 2 reps · 281-362-9977
Portfolio / reporting / TAMPCRMFinancial planning software
69
CHARTER ADVISORY CORPORATION reported RAUM up 60% ($199.5M -> $319.2M). IAPD ↗
$319.2M RAUM · 14 reps · 317-844-7416 · charteradvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC reported RAUM up 57% ($182.2M -> $286.7M). IAPD ↗
$286.7M RAUM · 5 reps · 847-247-8959
Portfolio / reporting / TAMPCRMFinancial planning software
69
PERSIUM ADVISORS, LLC reported RAUM up 56% ($280.4M -> $436.5M). IAPD ↗
$436.5M RAUM · 9 reps · 678-322-3000 · persiumgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ZEVENBERGEN CAPITAL INVESTMENTS LLC reported RAUM up 46% ($3.03B -> $4.41B). IAPD ↗
$4.41B RAUM · 5 reps · 206-682-8469 · zci.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
STELAC ADVISORY SERVICES LLC reported RAUM up 48% ($2.67B -> $3.94B). IAPD ↗
$3.94B RAUM · 12 reps · 212-920-3890
Portfolio / reporting / TAMPCRMFinancial planning software
69
ILLUMINATION WEALTH MANAGEMENT reported RAUM up 56% ($196.4M -> $307.1M). IAPD ↗
$307.1M RAUM · 9 reps · 858-246-6855
Portfolio / reporting / TAMPCRMFinancial planning software
69
GARDE CAPITAL, INC. reported RAUM up 49% ($1.40B -> $2.09B). IAPD ↗
$2.09B RAUM · 9 reps · 206-552-7900 · gardecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
CONNECTICUT WEALTH MANAGEMENT, LLC reported RAUM up 49% ($2.13B -> $3.17B). IAPD ↗
$3.17B RAUM · 35 reps · 860-470-0290 · vimeo.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
COMPASS FINANCIAL MANAGEMENT LLC reported RAUM up 55% ($263.6M -> $409.4M). IAPD ↗
$409.4M RAUM · 20 reps · 813-831-5168 · compassfmllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
BLUEPRINT INVESTMENT PARTNERS LLC reported RAUM up 59% ($533.1M -> $849.4M). IAPD ↗
$849.4M RAUM · 7 reps · 336-609-7522
Portfolio / reporting / TAMPCRMFinancial planning software
69
NEWEDGE ADVISORS reported RAUM up 45% ($12.68B -> $18.43B). IAPD ↗
$18.43B RAUM · 396 reps · 504-459-4391 · threepeakswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ETF ARCHITECT reported RAUM up 46% ($6.29B -> $9.16B). IAPD ↗
$9.16B RAUM · 7 reps · 1.215.882.9983 · etfarchitect.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
SENTRY ADVISORS, LLC reported RAUM up 50% ($2.01B -> $3.01B). IAPD ↗
$3.01B RAUM · 4 reps · 415-229-9070 · sentryadv.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
PANDOWEALTH. LLC reported RAUM up 57% ($191.1M -> $299.3M). IAPD ↗
$299.3M RAUM · 14 reps · 678-712-6656 · pandowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
VESTWELL ADVISORS LLC reported RAUM up 56% ($179.0M -> $279.5M). IAPD ↗
$279.5M RAUM · 15 reps · 917-979-5358
Portfolio / reporting / TAMPCRMFinancial planning software
69
CAPITAL ASSET MANAGEMENT, LLC reported RAUM up 75% ($120.0M -> $209.5M). IAPD ↗
$209.5M RAUM · 2 reps · 303-832-7770 · capasset.net
Portfolio / reporting / TAMPCRMFinancial planning software
69
EVERSOURCE WEALTH ADVISORS, LLC reported RAUM up 49% ($1.81B -> $2.69B). IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515
Portfolio / reporting / TAMPCRMFinancial planning software
69
PRIME CAPITAL INVESTMENT ADVISORS, LLC reported RAUM up 46% ($16.69B -> $24.36B). IAPD ↗
$24.36B RAUM · 198 reps · (800) 493-6226 · libertywealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
OWLS NEST PARTNERS reported RAUM up 56% ($250.3M -> $389.5M). IAPD ↗
$389.5M RAUM · 4 reps · (484) 352-1110
Portfolio / reporting / TAMPCRMFinancial planning software
69
ROCKEFELLER CAPITAL MANAGEMENT reported RAUM up 49% ($34.71B -> $51.82B). IAPD ↗
$51.82B RAUM · 573 reps · 212-549-5100
Portfolio / reporting / TAMPCRMFinancial planning software
69
BLUE INVESTMENT PARTNERS LLC reported RAUM up 58% ($164.7M -> $259.7M). IAPD ↗
$259.7M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
FIRE CAPITAL MANAGEMENT, LLC reported RAUM up 58% ($269.0M -> $425.2M). IAPD ↗
$425.2M RAUM · 3 reps · 415-828-0129
Portfolio / reporting / TAMPCRMFinancial planning software
69
THIRD LAKE PARTNERS, LLC reported RAUM up 47% ($2.17B -> $3.19B). IAPD ↗
$3.19B RAUM · 11 reps · (813) 497-8100
Portfolio / reporting / TAMPCRMFinancial planning software
69
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC reported RAUM up 50% ($2.62B -> $3.93B). IAPD ↗
$3.93B RAUM · 84 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
69
PAINTED PORCH ADVISORS LLC reported RAUM up 59% ($234.5M -> $371.8M). IAPD ↗
$371.8M RAUM · 8 reps · 805-567-4288 · paintedporchadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
CATALYST PRIVATE WEALTH, LLC reported RAUM up 58% ($194.7M -> $306.7M). IAPD ↗
$306.7M RAUM · 5 reps · 415-887-1430
Portfolio / reporting / TAMPCRMFinancial planning software
69
DRIVEN INVESTMENTS LLC reported RAUM up 73% ($63.2M -> $109.3M). IAPD ↗
$109.3M RAUM · 6 reps · 844-932-3272
Portfolio / reporting / TAMPCRMFinancial planning software
69
GREY ROCK ASSET MANAGEMENT, LLC reported RAUM up 59% ($262.5M -> $417.7M). IAPD ↗
$417.7M RAUM · 3 reps · 214-396-2850 · greyrockam.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
THEPARTNERS WEALTH MANAGEMENT reported RAUM up 71% ($100.7M -> $172.5M). IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · centralcoastfm.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
FYRA CAPITAL MANAGEMENT reported RAUM up 60% ($246.0M -> $393.5M). IAPD ↗
$393.5M RAUM · 6 reps · 636-573-1212 · heiseadvisorygroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
VALENCE8 reported RAUM up 58% ($574.6M -> $909.5M). IAPD ↗
$909.5M RAUM · 4 reps · 508-281-9208
Portfolio / reporting / TAMPCRMFinancial planning software
69
PACE FINANCIAL ADVISORS reported RAUM up 57% ($191.1M -> $301.0M). IAPD ↗
$301.0M RAUM · 9 reps · 971-727-8434 · pace-fa.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC reported RAUM up 73% ($102.1M -> $176.9M). IAPD ↗
$176.9M RAUM · 4 reps · 858-384-5700 · ipwadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
HOLISTIC PLANNING, LLC reported RAUM up 58% ($251.8M -> $398.6M). IAPD ↗
$398.6M RAUM · 5 reps · (936) 800-0800
Portfolio / reporting / TAMPCRMFinancial planning software
69
GREATER MIDWEST FINANCIAL GROUP, LLC reported RAUM up 56% ($272.7M -> $424.5M). IAPD ↗
$424.5M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ELEVATUS WEALTH MANAGEMENT, LLC reported RAUM up 57% ($220.5M -> $346.5M). IAPD ↗
$346.5M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
STIFEL INDEPENDENT ADVISORS, LLC reported RAUM up 41% ($2.52B -> $3.56B). IAPD ↗
$3.56B RAUM · 127 reps · 314-342-4051 · wingsfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ORIENTAL FINANCIAL SERVICES LLC reported RAUM up 50% ($188.8M -> $283.6M). IAPD ↗
$283.6M RAUM · 11 reps · 787-474-1993 · orientalbank.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
WEITZ INVESTMENT MANAGEMENT, INC. reported RAUM up 43% ($3.60B -> $5.15B). IAPD ↗
$5.15B RAUM · 13 reps · 402-391-1980 · weitzinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
CHOATE INVESTMENT ADVISORS reported RAUM up 43% ($5.25B -> $7.50B). IAPD ↗
$7.50B RAUM · 17 reps · 617-973-4900 · choateia.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
F L PUTNAM INVESTMENT MANAGEMENT CO. reported RAUM up 43% ($4.30B -> $6.17B). IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
Portfolio / reporting / TAMPCRMFinancial planning software
68
HIGHLANDER CAPITAL MANAGEMENT LLC reported RAUM up 52% ($231.2M -> $351.8M). IAPD ↗
$351.8M RAUM · 8 reps · 973-718-3511 · highlandereport.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC reported RAUM up 40% ($782.62B -> $1098.81B). IAPD ↗
$1098.81B RAUM · 186 reps · 415-667-9200
Portfolio / reporting / TAMPCRMFinancial planning software
68
ASSET CONSULTING GROUP, LLC reported RAUM up 54% ($507.8M -> $782.2M). IAPD ↗
$782.2M RAUM · 29 reps · 314-862-4848 · guggenheimpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
FAIRBANKS CAPITAL MANAGEMENT, INC. reported RAUM up 53% ($223.8M -> $342.3M). IAPD ↗
$342.3M RAUM · 6 reps · (858) 759-0617 · qualitygrowth.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
CONTEXT CAPITAL MANAGEMENT LLC reported RAUM up 45% ($1.78B -> $2.58B). IAPD ↗
$2.58B RAUM · 6 reps · 858-481-3666
Portfolio / reporting / TAMPCRMFinancial planning software
68
SCF INVESTMENT ADVISORS, INC. reported RAUM up 44% ($1.77B -> $2.55B). IAPD ↗
$2.55B RAUM · 135 reps · 800-955-2517
Portfolio / reporting / TAMPCRMFinancial planning software
68
GREAT VALLEY ADVISOR GROUP, INC. reported RAUM up 44% ($5.08B -> $7.34B). IAPD ↗
$7.34B RAUM · 154 reps · 302-483-7200 · dsb-rockisland.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
FREEDOM INVESTMENT MANAGEMENT, INC. reported RAUM up 40% ($1.43B -> $2.01B). IAPD ↗
$2.01B RAUM · 10 reps · 860-291-1998
Portfolio / reporting / TAMPCRMFinancial planning software
68
ORG PORTFOLIO MANAGEMENT LLC reported RAUM up 43% ($4.02B -> $5.76B). IAPD ↗
$5.76B RAUM · 13 reps · 216-468-0055 · orgpm.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
PERIGON WEALTH MANAGEMENT, LLC reported RAUM up 44% ($4.83B -> $6.94B). IAPD ↗
$6.94B RAUM · 73 reps · (877) 977-2555
Portfolio / reporting / TAMPCRMFinancial planning software
68
FIAM LLC reported RAUM up 44% ($152.39B -> $219.22B). IAPD ↗
$219.22B RAUM · 118 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
68
BUTTONWOOD FINANCIAL ADVISORS, INC. reported RAUM up 52% ($203.2M -> $308.1M). IAPD ↗
$308.1M RAUM · 5 reps · 410-988-2391
Portfolio / reporting / TAMPCRMFinancial planning software
68
LMCG INVESTMENTS, LLC reported RAUM up 42% ($4.05B -> $5.76B). IAPD ↗
$5.76B RAUM · 14 reps · 617-380-5600
Portfolio / reporting / TAMPCRMFinancial planning software
68
MARSHFIELD ASSOCIATES reported RAUM up 44% ($4.44B -> $6.40B). IAPD ↗
$6.40B RAUM · 12 reps · 202-828-6200
Portfolio / reporting / TAMPCRMFinancial planning software
68
MERIDIAN WEALTH MANAGEMENT, LLC reported RAUM up 41% ($2.07B -> $2.91B). IAPD ↗
$2.91B RAUM · 29 reps · 859-543-4516
Portfolio / reporting / TAMPCRMFinancial planning software
68
CLEAR HARBOR ASSET MANAGEMENT, LLC reported RAUM up 40% ($1.04B -> $1.46B). IAPD ↗
$1.46B RAUM · 14 reps · 212-867-7310
Portfolio / reporting / TAMPCRMFinancial planning software
68
ASHTON THOMAS PRIVATE WEALTH reported RAUM up 44% ($2.00B -> $2.89B). IAPD ↗
$2.89B RAUM · 47 reps · 602-732-4745
Portfolio / reporting / TAMPCRMFinancial planning software
68
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. reported RAUM up 51% ($304.6M -> $459.8M). IAPD ↗
$459.8M RAUM · 19 reps · 785-823-7900 · ucmofkansas.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
SOLOMON API LLC reported RAUM up 53% ($182.9M -> $280.0M). IAPD ↗
$280.0M RAUM · 3 reps · 321-888-2599 · solomonapi.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
SEQUENT PLANNING, LLC reported RAUM up 50% ($248.2M -> $373.4M). IAPD ↗
$373.4M RAUM · 75 reps · 402-953-3544 · sequentplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
SHUSTER ADVISORY GROUP, LLC reported RAUM up 43% ($4.38B -> $6.28B). IAPD ↗
$6.28B RAUM · 7 reps · (626) 578-0816 · sfgrpc.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ARENA CAPITAL ADVISORS reported RAUM up 43% ($3.42B -> $4.91B). IAPD ↗
$4.91B RAUM · 9 reps · 310-806-6700
Portfolio / reporting / TAMPCRMFinancial planning software
68
MONECO ADVISORS reported RAUM up 43% ($1.03B -> $1.47B). IAPD ↗
$1.47B RAUM · 42 reps · 203-319-3550
Portfolio / reporting / TAMPCRMFinancial planning software
68
REDWOOD WEALTH MANAGEMENT, LLC reported RAUM up 52% ($251.3M -> $381.0M). IAPD ↗
$381.0M RAUM · 4 reps · 888-552-1905 · redwoodwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
PENSIONMARK FINANCIAL GROUP, LLC reported RAUM up 42% ($26.62B -> $37.76B). IAPD ↗
$37.76B RAUM · 166 reps · 888-201-5488
Portfolio / reporting / TAMPCRMFinancial planning software
68
URBAN INVESTMENT ADVISORS reported RAUM up 41% ($1.74B -> $2.45B). IAPD ↗
$2.45B RAUM · 2 reps · 415-461-8600 · urbaninv.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
CERTIOR FINANCIAL GROUP, LLC reported RAUM up 51% ($240.4M -> $363.9M). IAPD ↗
$363.9M RAUM · 7 reps · 610-783-7010 · certiorfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
CRESTWOOD ADVISORS reported RAUM up 40% ($4.06B -> $5.69B). IAPD ↗
$5.69B RAUM · 46 reps · 617-523-8880 · crestwoodadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
1776 WEALTH LLC reported RAUM up 53% ($235.3M -> $360.1M). IAPD ↗
$360.1M RAUM · 2 reps · 678-257-2730 · 1776wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
TOWNSQUARE CAPITAL, LLC reported RAUM up 40% ($6.25B -> $8.78B). IAPD ↗
$8.78B RAUM · 15 reps · 385-375-8650 · orion.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
INNOVIA WEALTH, LLC reported RAUM up 45% ($1.41B -> $2.04B). IAPD ↗
$2.04B RAUM · 18 reps · 616-719-5007
Portfolio / reporting / TAMPCRMFinancial planning software
68
ATOM INVESTORS LP reported RAUM up 43% ($1.20B -> $1.72B). IAPD ↗
$1.72B RAUM · 7 reps · (737) 249-0292
Portfolio / reporting / TAMPCRMFinancial planning software
68
WEALTHFD reported RAUM up 66% ($19.6M -> $32.5M). IAPD ↗
$32.5M RAUM · 4 reps · 215-671-6660 · taxfd.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
CATALYST FINANCIAL PARTNERS reported RAUM up 51% ($547.3M -> $827.3M). IAPD ↗
$827.3M RAUM · 8 reps · 617-239-8101
Portfolio / reporting / TAMPCRMFinancial planning software
68
HUMANKIND INVESTMENTS reported RAUM up 51% ($261.8M -> $396.1M). IAPD ↗
$396.1M RAUM · 5 reps · 646-838-4352
Portfolio / reporting / TAMPCRMFinancial planning software
68
OAK CREST ADVISORY, LLC reported RAUM up 67% ($31.0M -> $51.7M). IAPD ↗
$51.7M RAUM · 3 reps · 585-507-1681 · oakcrestadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MARINER INDEPENDENT reported RAUM up 42% ($3.06B -> $4.35B). IAPD ↗
$4.35B RAUM · 83 reps · 650-571-1934
Portfolio / reporting / TAMPCRMFinancial planning software
68
SECFI ADVISORY LIMITED reported RAUM up 68% ($92.8M -> $156.3M). IAPD ↗
$156.3M RAUM · 9 reps · (707) 652-9961
Portfolio / reporting / TAMPCRMFinancial planning software
68
BR CAPITAL reported RAUM up 51% ($231.6M -> $350.4M). IAPD ↗
$350.4M RAUM · 1 reps · 305-448-0014
Portfolio / reporting / TAMPCRMFinancial planning software
68
NEW REPUBLIC PARTNERS reported RAUM up 41% ($1.63B -> $2.29B). IAPD ↗
$2.29B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
FAIRWAY WEALTH MANAGEMENT LLC reported RAUM up 42% ($1.65B -> $2.35B). IAPD ↗
$2.35B RAUM · 9 reps · 216-573-7200 · focusfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
PARAGON PRIVATE WEALTH MANAGEMENT LLC reported RAUM up 53% ($184.8M -> $283.0M). IAPD ↗
$283.0M RAUM · 3 reps · 859-300-3985 · paragonmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. reported RAUM up 66% ($117.4M -> $195.0M). IAPD ↗
$195.0M RAUM · 2 reps · 585-473-3590 · brightonsecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
RHO PRIME reported RAUM up 54% ($182.0M -> $279.5M). IAPD ↗
$279.5M RAUM · 1 reps · (855)743-8746 · rho.co
Portfolio / reporting / TAMPCRMFinancial planning software
68
TRACTION FINANCIAL PARTNERS reported RAUM up 69% ($141.0M -> $238.5M). IAPD ↗
$238.5M RAUM · 8 reps · 307-672-9738 · tractionfp.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
PORTFOLIO DESIGN LABS, LLC reported RAUM up 55% ($178.5M -> $276.2M). IAPD ↗
$276.2M RAUM · 1 reps · 310-755-0411
Portfolio / reporting / TAMPCRMFinancial planning software
68
LUMIERE FINANCIAL GROUP LLC reported RAUM up 67% ($26.9M -> $45.0M). IAPD ↗
$45.0M RAUM · 8 reps · (212) 516-5900 · lumierefg.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
CARAVELA ENERGY PARTNERS LP reported RAUM up 54% ($225.8M -> $348.0M). IAPD ↗
$348.0M RAUM · 5 reps · (203) 493-1343
Portfolio / reporting / TAMPCRMFinancial planning software
68
SAPIENT CAPITAL LLC reported RAUM up 42% ($6.53B -> $9.28B). IAPD ↗
$9.28B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
DIVERSIFY ADVISORY SERVICES, LLC reported RAUM up 43% ($2.01B -> $2.87B). IAPD ↗
$2.87B RAUM · 87 reps · 801-890.7577
Portfolio / reporting / TAMPCRMFinancial planning software
67
HARBOUR INVESTMENTS, INC. reported RAUM up 37% ($4.47B -> $6.10B). IAPD ↗
$6.10B RAUM · 206 reps · 608-662-6100
Portfolio / reporting / TAMPCRMFinancial planning software
67
THE INVESTMENT COUNSEL COMPANY reported RAUM up 39% ($1.18B -> $1.64B). IAPD ↗
$1.64B RAUM · 8 reps · 702-871-8510 · iccnv.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
OFG FINANCIAL SERVICES, INC. reported RAUM up 60% ($100.0M -> $160.0M). IAPD ↗
$160.0M RAUM · 30 reps · 785-233-4071 · ofgfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
SHELTON CAPITAL MANAGEMENT reported RAUM up 38% ($3.47B -> $4.78B). IAPD ↗
$4.78B RAUM · 15 reps · 800-955-9988 · sheltoncap.wistia.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CAPITAL MANAGEMENT ASSOCIATES INC reported RAUM up 37% ($1.26B -> $1.72B). IAPD ↗
$1.72B RAUM · 17 reps · 952-893-1200 · first-advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
FIDUCIENT ADVISORS LLC reported RAUM up 40% ($40.02B -> $55.90B). IAPD ↗
$55.90B RAUM · 82 reps · 312-853-1000 · fiducientadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
NATIXIS ADVISORS, LLC reported RAUM up 38% ($46.23B -> $63.77B). IAPD ↗
$63.77B RAUM · 75 reps · 617-449-2802
Portfolio / reporting / TAMPCRMFinancial planning software
67
RUGGAARD & ASSOCIATES reported RAUM up 48% ($210.5M -> $312.2M). IAPD ↗
$312.2M RAUM · 6 reps · (330) 487-5888 · ruggaard.net
Portfolio / reporting / TAMPCRMFinancial planning software
67
FIDUCIARY ADVISORS, INC. reported RAUM up 35% ($1.14B -> $1.54B). IAPD ↗
$1.54B RAUM · 2 reps · 314-726-5150 · fiduciaryadv.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
PRINCIPAL ASSET MANAGEMENT reported RAUM up 35% ($279.11B -> $377.22B). IAPD ↗
$377.22B RAUM · 700 reps · 800-787-1621 · edgeassetmgt.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES reported RAUM up 46% ($280.7M -> $409.7M). IAPD ↗
$409.7M RAUM · 3 reps · 626-397-9072 · robertbender.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
M.D. SASS, LLC reported RAUM up 36% ($3.29B -> $4.48B). IAPD ↗
$4.48B RAUM · 10 reps · 212-730-2000 · mdsass.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CAMBRIDGE FINANCIAL GROUP, INC. reported RAUM up 46% ($176.6M -> $258.1M). IAPD ↗
$258.1M RAUM · 3 reps · 614-457-1530 · cfginc.net
Portfolio / reporting / TAMPCRMFinancial planning software
67
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. reported RAUM up 35% ($4.13B -> $5.59B). IAPD ↗
$5.59B RAUM · 4 reps · 561-241-9244 · alcott401kportal.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
MADRONA FINANCIAL & CPAS reported RAUM up 46% ($268.8M -> $393.0M). IAPD ↗
$393.0M RAUM · 12 reps · 425-212-3777
Portfolio / reporting / TAMPCRMFinancial planning software
67
SAX WEALTH ADVISORS, LLC reported RAUM up 35% ($1.29B -> $1.74B). IAPD ↗
$1.74B RAUM · 15 reps · 973-859-2199
Portfolio / reporting / TAMPCRMFinancial planning software
67
QUANTUM FINANCIAL SERVICES INC. reported RAUM up 48% ($329.1M -> $486.4M). IAPD ↗
$486.4M RAUM · 2 reps · 317-845-1786 · quantumfinancialinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
APRIO WEALTH MANAGEMENT, LLC reported RAUM up 39% ($1.32B -> $1.84B). IAPD ↗
$1.84B RAUM · 23 reps · 404-892-9651 · wealth.aprio.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
TRADITION WEALTH MANAGEMENT LLC reported RAUM up 39% ($1.09B -> $1.52B). IAPD ↗
$1.52B RAUM · 23 reps · 952-563-6500 · traditionwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
SMART PORTFOLIOS, LLC reported RAUM up 64% ($114.6M -> $187.9M). IAPD ↗
$187.9M RAUM · 4 reps · 206-686-3636 · smartportfolios.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
FLAGSHIP WEALTH ADVISORS, LLC. reported RAUM up 46% ($288.7M -> $421.3M). IAPD ↗
$421.3M RAUM · 4 reps · 800-631-9997 · flagshipwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BAKERAVENUE reported RAUM up 36% ($1.90B -> $2.59B). IAPD ↗
$2.59B RAUM · 24 reps · 415-986-1110
Portfolio / reporting / TAMPCRMFinancial planning software
67
FIDUCIARYVEST, LLC reported RAUM up 36% ($3.40B -> $4.64B). IAPD ↗
$4.64B RAUM · 8 reps · 404-446-1270 · fiduciaryvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
TECTONIC ADVISORS LLC reported RAUM up 37% ($2.64B -> $3.60B). IAPD ↗
$3.60B RAUM · 5 reps · 713-250-4200
Portfolio / reporting / TAMPCRMFinancial planning software
67
ROONEY CAPITAL MANAGEMENT, INC. reported RAUM up 49% ($203.3M -> $303.8M). IAPD ↗
$303.8M RAUM · 1 reps · 651-470-4302
Portfolio / reporting / TAMPCRMFinancial planning software
67
ADVOCACY WEALTH MANAGEMENT, LLC reported RAUM up 39% ($1.24B -> $1.72B). IAPD ↗
$1.72B RAUM · 21 reps · 800-633-2967 · advocacywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
PURE FINANCIAL ADVISORS, LLC reported RAUM up 37% ($4.60B -> $6.29B). IAPD ↗
$6.29B RAUM · 56 reps · 877-222-6044 · purefinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
KINGSVIEW WEALTH MANAGEMENT, LLC reported RAUM up 35% ($3.58B -> $4.85B). IAPD ↗
$4.85B RAUM · 85 reps · 312-870-6701
Portfolio / reporting / TAMPCRMFinancial planning software
67
KRILOGY reported RAUM up 36% ($1.84B -> $2.51B). IAPD ↗
$2.51B RAUM · 49 reps · 314-884-2800 · krilogy.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
HOEY INVESTMENTS, INC. reported RAUM up 48% ($288.6M -> $427.5M). IAPD ↗
$427.5M RAUM · 4 reps · 610-738-4280
Portfolio / reporting / TAMPCRMFinancial planning software
67
TLWM FINANCIAL reported RAUM up 45% ($333.3M -> $484.9M). IAPD ↗
$484.9M RAUM · 10 reps · 1-877-348-8822 · tlwmadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
THE INVESTMENT HOUSE LLC reported RAUM up 37% ($1.18B -> $1.62B). IAPD ↗
$1.62B RAUM · 7 reps · 310-873-3021 · tihllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
KINGSBRIDGE WEALTH MANAGEMENT, INC. reported RAUM up 47% ($308.3M -> $453.1M). IAPD ↗
$453.1M RAUM · 3 reps · 702-947-5160 · kingsbridgepwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
VERNAL POINT ADVISORS, LLC reported RAUM up 36% ($1.17B -> $1.59B). IAPD ↗
$1.59B RAUM · 5 reps · 415-237-3530 · vernalpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
X-SQUARE CAPITAL reported RAUM up 48% ($286.9M -> $423.6M). IAPD ↗
$423.6M RAUM · 7 reps · 787-282-1621 · xsquarecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
NORTHROCK PARTNERS, LLC reported RAUM up 38% ($4.19B -> $5.80B). IAPD ↗
$5.80B RAUM · 39 reps · (612) 367-8800 · facebook.comhttps
Portfolio / reporting / TAMPCRMFinancial planning software
67
LOGICA CAPITAL ADVISERS, LLC reported RAUM up 47% ($217.7M -> $319.8M). IAPD ↗
$319.8M RAUM · 4 reps · 424-652-9500
Portfolio / reporting / TAMPCRMFinancial planning software
67
MCADAM LLC reported RAUM up 39% ($1.26B -> $1.74B). IAPD ↗
$1.74B RAUM · 156 reps · (888) 614-5323 · myadvisorteam.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
APELLA WEALTH reported RAUM up 35% ($2.48B -> $3.35B). IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
Portfolio / reporting / TAMPCRMFinancial planning software
67
NOTE ADVISORS, LLC reported RAUM up 47% ($198.9M -> $292.5M). IAPD ↗
$292.5M RAUM · 6 reps · (716) 256-1682
Portfolio / reporting / TAMPCRMFinancial planning software
67
WEALTH WATCH ADVISORS, INC reported RAUM up 49% ($234.2M -> $348.5M). IAPD ↗
$348.5M RAUM · 47 reps · 855-822-3708 · wealthwatchadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
EVERSPIRE reported RAUM up 64% ($95.5M -> $156.2M). IAPD ↗
$156.2M RAUM · 15 reps · 801-545-8706
Portfolio / reporting / TAMPCRMFinancial planning software
67
SANCTUARY ADVISORS, LLC reported RAUM up 36% ($16.22B -> $22.02B). IAPD ↗
$22.02B RAUM · 309 reps · 317-975-7729
Portfolio / reporting / TAMPCRMFinancial planning software
67
FLOWER CITY CAPITAL LLC reported RAUM up 46% ($185.4M -> $270.8M). IAPD ↗
$270.8M RAUM · 2 reps · 585-236-8501
Portfolio / reporting / TAMPCRMFinancial planning software
67
CURRAN FINANCIAL PARTNERS, LLC reported RAUM up 48% ($319.1M -> $472.7M). IAPD ↗
$472.7M RAUM · 10 reps · (843) 300-1182
Portfolio / reporting / TAMPCRMFinancial planning software
67
RED TORTOISE reported RAUM up 45% ($246.1M -> $357.5M). IAPD ↗
$357.5M RAUM · 4 reps · (833) 666-1200
Portfolio / reporting / TAMPCRMFinancial planning software
67
INSIGNEO ADVISORY SERVICES, LLC reported RAUM up 40% ($2.20B -> $3.07B). IAPD ↗
$3.07B RAUM · 168 reps · 305.373.9000 · insigneo.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
HAYDEN CAPITAL reported RAUM up 64% ($25.1M -> $41.2M). IAPD ↗
$41.2M RAUM · 1 reps · 5133043313 · haydencapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
FOSTER VICTOR WEALTH ADVISORS reported RAUM up 36% ($1.24B -> $1.69B). IAPD ↗
$1.69B RAUM · 19 reps · (864) 720-2000 · fostervictor.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
GQG PARTNERS reported RAUM up 37% ($88.03B -> $120.57B). IAPD ↗
$120.57B RAUM · 24 reps · 754-218-5500 · gqg.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
ONEASCENT INVESTMENT SOLUTIONS, LLC reported RAUM up 46% ($313.6M -> $457.2M). IAPD ↗
$457.2M RAUM · 8 reps · 2053139142
Portfolio / reporting / TAMPCRMFinancial planning software
67
JACKSON HOLE CAPITAL PARTNERS, LLC reported RAUM up 45% ($593.6M -> $862.1M). IAPD ↗
$862.1M RAUM · 4 reps · 918-879-4698 · jacksonholepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CBIZ INVESTMENT ADVISORY SERVICES, LLC reported RAUM up 37% ($6.45B -> $8.86B). IAPD ↗
$8.86B RAUM · 86 reps · 216-447-9000
Portfolio / reporting / TAMPCRMFinancial planning software
67
O'KEEFE STEVENS ADVISORY, INC. reported RAUM up 50% ($215.8M -> $323.1M). IAPD ↗
$323.1M RAUM · 3 reps · 585-340-6538 · okeefestevens.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
L SQUARED CAPITAL PARTNERS reported RAUM up 39% ($1.01B -> $1.40B). IAPD ↗
$1.40B RAUM · 14 reps · 949-398-0168 · lsquaredcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
LEEWARD FINANCIAL PARTNERS, LLC reported RAUM up 47% ($183.1M -> $269.9M). IAPD ↗
$269.9M RAUM · 3 reps · (206) 718-6644 · leewardfp.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC reported RAUM up 62% ($113.1M -> $183.2M). IAPD ↗
$183.2M RAUM · 32 reps · 1-407-362-7753
Portfolio / reporting / TAMPCRMFinancial planning software
67
FIRSTMETRIC reported RAUM up 48% ($187.9M -> $278.5M). IAPD ↗
$278.5M RAUM · 1 reps · 248-817-8919
Portfolio / reporting / TAMPCRMFinancial planning software
67
SALOMON AND LUDWIN reported RAUM up 40% ($1.22B -> $1.71B). IAPD ↗
$1.71B RAUM · 7 reps · 804-592-4999
Portfolio / reporting / TAMPCRMFinancial planning software
67
COMPOUND FAMILY OFFICES, LLC reported RAUM up 47% ($314.6M -> $463.7M). IAPD ↗
$463.7M RAUM · 5 reps · (941) 556-9294 · compoundfamilyoffices.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
TSCHETTER GROUP reported RAUM up 36% ($1.34B -> $1.81B). IAPD ↗
$1.81B RAUM · 11 reps · 425-998-9960 · tschettergroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BT FAMILY OFFICE, LLC reported RAUM up 37% ($1.97B -> $2.70B). IAPD ↗
$2.70B RAUM · 4 reps · 404-341-5800
Portfolio / reporting / TAMPCRMFinancial planning software
67
CYNDEO WEALTH PARTNERS reported RAUM up 37% ($1.46B -> $2.00B). IAPD ↗
$2.00B RAUM · 10 reps · (727) 472-3700
Portfolio / reporting / TAMPCRMFinancial planning software
67
EWA, LLC reported RAUM up 48% ($276.6M -> $408.1M). IAPD ↗
$408.1M RAUM · 5 reps · (412) 288-2363
Portfolio / reporting / TAMPCRMFinancial planning software
67
TACTIVE ADVISORS, LLC reported RAUM up 47% ($275.1M -> $405.8M). IAPD ↗
$405.8M RAUM · 1 reps · 855-282-2848 · pcliftonfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
PREPARED RETIREMENT INSTITUTE LLC reported RAUM up 47% ($190.9M -> $281.0M). IAPD ↗
$281.0M RAUM · 2 reps · 215-997-5700 · preparedretirementinstitute.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CORDOBA ADVISORY PARTNERS LLC reported RAUM up 38% ($1.10B -> $1.52B). IAPD ↗
$1.52B RAUM · 6 reps · (917) 746-4806 · cordobapartners.co
Portfolio / reporting / TAMPCRMFinancial planning software
67
LOGAN STONE reported RAUM up 49% ($540.8M -> $805.4M). IAPD ↗
$805.4M RAUM · 3 reps · 312-858-1670 · loganstonecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
RETIREMENT PLANNING SOLUTIONS, LLC reported RAUM up 46% ($194.8M -> $285.4M). IAPD ↗
$285.4M RAUM · 11 reps · 502-499-5668
Portfolio / reporting / TAMPCRMFinancial planning software
67
ELEVATION ADVISORY PARTNERS LLC reported RAUM up 65% ($104.1M -> $171.8M). IAPD ↗
$171.8M RAUM · 4 reps · 407-567-1901
Portfolio / reporting / TAMPCRMFinancial planning software
67
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. reported RAUM up 49% ($304.9M -> $454.3M). IAPD ↗
$454.3M RAUM · 14 reps · 810-744-4450
Portfolio / reporting / TAMPCRMFinancial planning software
67
IMPERIAL CAPITAL PARTNERS reported RAUM up 38% ($3.87B -> $5.35B). IAPD ↗
$5.35B RAUM · 3 reps · (786) 673-0709 · imperialfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
TERRA WEALTH reported RAUM up 49% ($167.4M -> $250.1M). IAPD ↗
$250.1M RAUM · 52 reps · 855-708-3772
Portfolio / reporting / TAMPCRMFinancial planning software
67
PROLIFIC SOLUTIONS reported RAUM up 61% ($40.6M -> $65.5M). IAPD ↗
$65.5M RAUM · 2 reps · (646) 612-7995
Portfolio / reporting / TAMPCRMFinancial planning software
67
MODERN WEALTH MANAGEMENT, LLC reported RAUM up 35% ($1.54B -> $2.07B). IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000
Portfolio / reporting / TAMPCRMFinancial planning software
67
STENGER FAMILY OFFICE, LLC reported RAUM up 50% ($181.2M -> $271.0M). IAPD ↗
$271.0M RAUM · 5 reps · 630-912-8295 · stengerfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
EAGLE WEALTH MANAGEMENT GROUP INC. reported RAUM up 45% ($214.0M -> $310.7M). IAPD ↗
$310.7M RAUM · 4 reps · 661-257-9800 · eagleretirementplans.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LESKO SECURITIES, INC. reported RAUM up 43% ($331.5M -> $474.0M). IAPD ↗
$474.0M RAUM · 12 reps · 607-724-2421
Portfolio / reporting / TAMPCRMFinancial planning software
66
GOELZER INVESTMENT MANAGEMENT reported RAUM up 34% ($2.36B -> $3.16B). IAPD ↗
$3.16B RAUM · 36 reps · 317-264-2600 · goelzerinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HANTZ FINANCIAL SERVICES, INC. reported RAUM up 30% ($4.90B -> $6.39B). IAPD ↗
$6.39B RAUM · 277 reps · 248-304-2855 · hantzgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SILVER OAK SECURITIES, INC. reported RAUM up 34% ($1.09B -> $1.46B). IAPD ↗
$1.46B RAUM · 105 reps · 731-668-3825
Portfolio / reporting / TAMPCRMFinancial planning software
66
AVANTAX ADVISORY SERVICES reported RAUM up 35% ($30.97B -> $41.70B). IAPD ↗
$41.70B RAUM · 2478 reps · 972-870-6000
Portfolio / reporting / TAMPCRMFinancial planning software
66
ZERMATT WEALTH PARTNERS reported RAUM up 59% ($94.1M -> $150.0M). IAPD ↗
$150.0M RAUM · 5 reps · 619-491-0225
Portfolio / reporting / TAMPCRMFinancial planning software
66
BEARD INVESTMENT SERVICES, INC. reported RAUM up 40% ($324.7M -> $455.5M). IAPD ↗
$455.5M RAUM · 5 reps · 330-758-0575 · beardpension.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DEL MONTE GROUP, LLC reported RAUM up 40% ($219.0M -> $307.6M). IAPD ↗
$307.6M RAUM · 2 reps · 925-736-6410
Portfolio / reporting / TAMPCRMFinancial planning software
66
CLARFELD reported RAUM up 34% ($7.11B -> $9.52B). IAPD ↗
$9.52B RAUM · 160 reps · 914-846-0100 · citizensbank.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PDS PLANNING INC reported RAUM up 33% ($1.05B -> $1.39B). IAPD ↗
$1.39B RAUM · 11 reps · 614-481-8449 · pdsplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WINSLOW CAPITAL MANAGEMENT LLC reported RAUM up 35% ($17.37B -> $23.42B). IAPD ↗
$23.42B RAUM · 20 reps · 612-376-9100 · winslowcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
EVERHART ADVISORS reported RAUM up 33% ($1.08B -> $1.45B). IAPD ↗
$1.45B RAUM · 22 reps · 614-717-9705
Portfolio / reporting / TAMPCRMFinancial planning software
66
KENSINGTON INVESTMENT COUNSEL reported RAUM up 44% ($174.3M -> $250.3M). IAPD ↗
$250.3M RAUM · 4 reps · 562-983-6677 · kensingtonic.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LOMBARD ADVISERS INCORPORATED reported RAUM up 42% ($257.7M -> $366.4M). IAPD ↗
$366.4M RAUM · 33 reps · 410-342-1300 · golombard.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
BRIGHTON JONES LLC reported RAUM up 32% ($9.46B -> $12.49B). IAPD ↗
$12.49B RAUM · 149 reps · 206-258-5000
Portfolio / reporting / TAMPCRMFinancial planning software
66
BRAVE WARRIOR ADVISORS, LLC reported RAUM up 33% ($3.93B -> $5.24B). IAPD ↗
$5.24B RAUM · 3 reps · 212-421-9760
Portfolio / reporting / TAMPCRMFinancial planning software
66
MARSICO CAPITAL MANAGEMENT, LLC reported RAUM up 34% ($2.43B -> $3.25B). IAPD ↗
$3.25B RAUM · 8 reps · 303-454-5600 · marsicocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC reported RAUM up 33% ($5.03B -> $6.67B). IAPD ↗
$6.67B RAUM · 13 reps · 617-235-7100
Portfolio / reporting / TAMPCRMFinancial planning software
66
SHAYNE & JACOBS, LLC reported RAUM up 45% ($334.3M -> $483.0M). IAPD ↗
$483.0M RAUM · 3 reps · 615/250-1600 · shayneandjacobs.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HALTER FERGUSON FINANCIAL INC reported RAUM up 42% ($266.7M -> $378.2M). IAPD ↗
$378.2M RAUM · 8 reps · 317-875-0202
Portfolio / reporting / TAMPCRMFinancial planning software
66
EP WEALTH ADVISORS reported RAUM up 31% ($17.06B -> $22.32B). IAPD ↗
$22.32B RAUM · 195 reps · 310-543-4559 · epwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DOCK STREET ASSET MANAGEMENT INC reported RAUM up 42% ($514.6M -> $732.9M). IAPD ↗
$732.9M RAUM · 4 reps · 203-532-9470 · dockstreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CHOREO, LLC reported RAUM up 32% ($12.19B -> $16.03B). IAPD ↗
$16.03B RAUM · 129 reps · 312-702-1680
Portfolio / reporting / TAMPCRMFinancial planning software
66
CAIN, WATTERS & ASSOCIATES, LLC reported RAUM up 33% ($2.66B -> $3.54B). IAPD ↗
$3.54B RAUM · 63 reps · 972-233-3323
Portfolio / reporting / TAMPCRMFinancial planning software
66
ADVISORS CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($5.60B -> $7.44B). IAPD ↗
$7.44B RAUM · 44 reps · 201-447-3400 · advisorscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MWA FINANCIAL SERVICES, INC. reported RAUM up 59% ($135.6M -> $216.1M). IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
Portfolio / reporting / TAMPCRMFinancial planning software
66
RENAUD & COMPANY, LLC reported RAUM up 56% ($91.5M -> $143.1M). IAPD ↗
$143.1M RAUM · 1 reps · 636-240-5055 · renaudandcompany.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
BEACON POINTE ADVISORS, LLC reported RAUM up 35% ($23.25B -> $31.28B). IAPD ↗
$31.28B RAUM · 296 reps · 949-718-1600
Portfolio / reporting / TAMPCRMFinancial planning software
66
RETIREMENT PLAN ADVISORS, LLC reported RAUM up 34% ($1.10B -> $1.47B). IAPD ↗
$1.47B RAUM · 42 reps · 312-701-1100 · retirementplanadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WESTWOOD GLOBAL INVESTMENTS reported RAUM up 30% ($9.39B -> $12.23B). IAPD ↗
$12.23B RAUM · 20 reps · 617-428-4040 · westwoodglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MERCURY INVESTMENT GROUP reported RAUM up 56% ($115.2M -> $179.6M). IAPD ↗
$179.6M RAUM · 5 reps · 901-327-2788 · merc-invest.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
IFC PERSONAL MONEY MANAGERS, INC. reported RAUM up 42% ($278.0M -> $395.2M). IAPD ↗
$395.2M RAUM · 1 reps · 212-721-8713 · objectiveadvice.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SUSTAINABLE GROWTH ADVISERS, LP reported RAUM up 30% ($18.41B -> $23.95B). IAPD ↗
$23.95B RAUM · 16 reps · 203-348-4742
Portfolio / reporting / TAMPCRMFinancial planning software
66
NVEST FINANCIAL, LLC reported RAUM up 42% ($268.4M -> $379.8M). IAPD ↗
$379.8M RAUM · 7 reps · 207-985-8585 · nvest.net
Portfolio / reporting / TAMPCRMFinancial planning software
66
EXENCIAL WEALTH ADVISORS reported RAUM up 33% ($3.77B -> $5.02B). IAPD ↗
$5.02B RAUM · 57 reps · 405-478-1971
Portfolio / reporting / TAMPCRMFinancial planning software
66
WESTWOOD WEALTH MANAGEMENT reported RAUM up 42% ($306.1M -> $433.3M). IAPD ↗
$433.3M RAUM · 25 reps · 2147566900
Portfolio / reporting / TAMPCRMFinancial planning software
66
NESTEGGS, INC. reported RAUM up 42% ($339.9M -> $484.2M). IAPD ↗
$484.2M RAUM · 7 reps · 904-348-3131 · nesteggs401k.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
UNITED CAPITAL FINANCIAL ADVISORS reported RAUM up 34% ($13.18B -> $17.69B). IAPD ↗
$17.69B RAUM · 147 reps · 972-822-2055 · yourmoneymind.finlife.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
KEY INVESTMENT SERVICES LLC reported RAUM up 30% ($3.22B -> $4.19B). IAPD ↗
$4.19B RAUM · 350 reps · (888) 547-2968 · key.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SPROTT ASSET MANAGEMENT USA INC. reported RAUM up 32% ($3.48B -> $4.60B). IAPD ↗
$4.60B RAUM · 30 reps · 203-656-2400 · sprottusa.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
AXIOM INVESTMENT MANAGEMENT LLC reported RAUM up 57% ($136.4M -> $213.7M). IAPD ↗
$213.7M RAUM · 4 reps · 212-521-3800
Portfolio / reporting / TAMPCRMFinancial planning software
66
MERIT FINANCIAL ADVISORS reported RAUM up 31% ($5.52B -> $7.25B). IAPD ↗
$7.25B RAUM · 117 reps · 678-867-7050 · meritfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WINTHROP CAPITAL MANAGEMENT reported RAUM up 34% ($2.83B -> $3.80B). IAPD ↗
$3.80B RAUM · 8 reps · 317-663-7500 · winthropcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SENDERO WEALTH MANAGEMENT, LLC reported RAUM up 33% ($3.93B -> $5.22B). IAPD ↗
$5.22B RAUM · 14 reps · 210-805-0171 · sendero.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. reported RAUM up 32% ($13.32B -> $17.56B). IAPD ↗
$17.56B RAUM · 18 reps · (617) 428-7100
Portfolio / reporting / TAMPCRMFinancial planning software
66
NORTHSTAR FINANCIAL ADVISORS LLC reported RAUM up 59% ($28.4M -> $45.2M). IAPD ↗
$45.2M RAUM · 1 reps · (516)991-8348
Portfolio / reporting / TAMPCRMFinancial planning software
66
SEELAUS ASSET MANAGEMENT, LLC reported RAUM up 34% ($1.07B -> $1.43B). IAPD ↗
$1.43B RAUM · 16 reps · (212) 935-0755 · rseelaus.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CARNEGIE INVESTMENT COUNSEL reported RAUM up 30% ($3.47B -> $4.52B). IAPD ↗
$4.52B RAUM · 36 reps · 216-367-4114
Portfolio / reporting / TAMPCRMFinancial planning software
66
SENTRY, LLC reported RAUM up 31% ($1.81B -> $2.38B). IAPD ↗
$2.38B RAUM · 2 reps · 901-820-0515 · sentryllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CAHABA WEALTH MANAGEMENT, INC. reported RAUM up 33% ($1.13B -> $1.50B). IAPD ↗
$1.50B RAUM · 12 reps · 404-549-7678
Portfolio / reporting / TAMPCRMFinancial planning software
66
NEWSQUARE CAPITAL, LLC reported RAUM up 31% ($1.19B -> $1.56B). IAPD ↗
$1.56B RAUM · 5 reps · 610-325-6117 · newsquarecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
EMPIRICAL WEALTH MANAGEMENT reported RAUM up 32% ($4.18B -> $5.53B). IAPD ↗
$5.53B RAUM · 59 reps · 206-923-3474
Portfolio / reporting / TAMPCRMFinancial planning software
66
LOYOLA ASSET MANAGEMENT LLC reported RAUM up 58% ($129.0M -> $203.8M). IAPD ↗
$203.8M RAUM · 2 reps · 305-377-1941 · loyola-asset.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
TWO WEST CAPITAL ADVISORS LLC reported RAUM up 31% ($2.11B -> $2.76B). IAPD ↗
$2.76B RAUM · 14 reps · 913-825-1722
Portfolio / reporting / TAMPCRMFinancial planning software
66
CWM, LLC reported RAUM up 34% ($19.94B -> $26.77B). IAPD ↗
$26.77B RAUM · 354 reps · 402-330-0808
Portfolio / reporting / TAMPCRMFinancial planning software
66
FOUNTAINHEAD ADVISORS reported RAUM up 42% ($506.5M -> $721.6M). IAPD ↗
$721.6M RAUM · 13 reps · 732-346-1900
Portfolio / reporting / TAMPCRMFinancial planning software
66
PROSPERITY CAPITAL ADVISORS reported RAUM up 31% ($1.71B -> $2.25B). IAPD ↗
$2.25B RAUM · 104 reps · 888-240-0064
Portfolio / reporting / TAMPCRMFinancial planning software
66
ALPHA SOLUTIONS INVESTMENT ADVISORS reported RAUM up 56% ($110.2M -> $172.4M). IAPD ↗
$172.4M RAUM · 3 reps · 415-882-7088
Portfolio / reporting / TAMPCRMFinancial planning software
66
SUMMIT GLOBAL INVESTMENTS, LLC reported RAUM up 32% ($1.54B -> $2.03B). IAPD ↗
$2.03B RAUM · 15 reps · 888-251-4847 · sgiam.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PERINI CAPITAL reported RAUM up 57% ($102.5M -> $161.0M). IAPD ↗
$161.0M RAUM · 5 reps · 575-725-1978
Portfolio / reporting / TAMPCRMFinancial planning software
66
SIGFIG WEALTH MANAGEMENT LLC reported RAUM up 33% ($2.10B -> $2.80B). IAPD ↗
$2.80B RAUM · 7 reps · 855-974-4344
Portfolio / reporting / TAMPCRMFinancial planning software
66
GIMBAL FINANCIAL, LLC reported RAUM up 55% ($135.0M -> $209.7M). IAPD ↗
$209.7M RAUM · 3 reps · 317-578-1600 · gimbalfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ATLANTIS ASSET MANAGEMENT, LLC reported RAUM up 56% ($16.0M -> $25.0M). IAPD ↗
$25.0M RAUM · 2 reps · 212-945-8501 · atlantisasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
EFINANCIAL ALLIANCE, LLC reported RAUM up 59% ($123.0M -> $196.0M). IAPD ↗
$196.0M RAUM · 3 reps · 615-224-8534 · efinancialalliance.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
STEELPEAK WEALTH, LLC reported RAUM up 34% ($1.89B -> $2.54B). IAPD ↗
$2.54B RAUM · 28 reps · (818) 835-8720 · steelpeak.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
TRUNORTH CAPITAL MANAGEMENT, LLC reported RAUM up 41% ($294.6M -> $415.3M). IAPD ↗
$415.3M RAUM · 4 reps · 8774690446 · trunorthcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
STRATEGIC WEALTH INVESTMENT GROUP, LLC reported RAUM up 43% ($627.8M -> $900.8M). IAPD ↗
$900.8M RAUM · 27 reps · 502-412-3354
Portfolio / reporting / TAMPCRMFinancial planning software
66
ACORNS reported RAUM up 30% ($6.30B -> $8.21B). IAPD ↗
$8.21B RAUM · 18 reps · 855-739-2859
Portfolio / reporting / TAMPCRMFinancial planning software
66
BISON WEALTH, LLC reported RAUM up 32% ($1.22B -> $1.61B). IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HOOD RIVER CAPITAL MANAGEMENT LLC reported RAUM up 33% ($2.78B -> $3.70B). IAPD ↗
$3.70B RAUM · 17 reps · 561-484-5699
Portfolio / reporting / TAMPCRMFinancial planning software
66
INFRASTRUCTURE CAPITAL ADVISORS, LLC reported RAUM up 34% ($1.28B -> $1.72B). IAPD ↗
$1.72B RAUM · 5 reps · 212-763-8335 · infracappffr.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
FORMIDABLE ASSET MANAGEMENT, LLC reported RAUM up 40% ($632.0M -> $886.8M). IAPD ↗
$886.8M RAUM · 12 reps · 513-655-5566 · formidableam.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MUTUAL ADVISORS, LLC reported RAUM up 31% ($5.31B -> $6.95B). IAPD ↗
$6.95B RAUM · 132 reps · 307-439-6357
Portfolio / reporting / TAMPCRMFinancial planning software
66
SOFI WEALTH LLC reported RAUM up 41% ($671.3M -> $943.5M). IAPD ↗
$943.5M RAUM · 10 reps · 855-525-7634
Portfolio / reporting / TAMPCRMFinancial planning software
66
OCEANIQ CAPITAL, LLC reported RAUM up 58% ($114.8M -> $181.3M). IAPD ↗
$181.3M RAUM · 2 reps · (415) 432-7580 · oceaniqcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PRIVATE ADVISORY GROUP LLC reported RAUM up 40% ($642.2M -> $900.5M). IAPD ↗
$900.5M RAUM · 6 reps · 425-498-2320 · privateadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
JOHNSON BRUNETTI reported RAUM up 34% ($1.18B -> $1.58B). IAPD ↗
$1.58B RAUM · 31 reps · 860-372-4800 · retire.johnsonbrunetti.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
THE PATRIOT FINANCIAL GROUP, LLC reported RAUM up 30% ($1.63B -> $2.12B). IAPD ↗
$2.12B RAUM · 51 reps · 508-251-6100
Portfolio / reporting / TAMPCRMFinancial planning software
66
L2 ASSET MANAGEMENT, LLC reported RAUM up 45% ($326.5M -> $473.3M). IAPD ↗
$473.3M RAUM · 4 reps · 5083507150 · l2asset.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GRATUS CAPITAL, LLC reported RAUM up 31% ($2.10B -> $2.74B). IAPD ↗
$2.74B RAUM · 26 reps · 404-961-6000 · focusfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GRANITE BAY WEALTH MANAGEMENT, LLC reported RAUM up 42% ($252.5M -> $357.3M). IAPD ↗
$357.3M RAUM · 6 reps · 603-610-8881
Portfolio / reporting / TAMPCRMFinancial planning software
66
THE MAIN STREET GROUP reported RAUM up 45% ($224.1M -> $324.9M). IAPD ↗
$324.9M RAUM · 9 reps · 804-270-4470
Portfolio / reporting / TAMPCRMFinancial planning software
66
ALIGN IMPACT, LLC reported RAUM up 42% ($511.9M -> $728.4M). IAPD ↗
$728.4M RAUM · 22 reps · 805-243-8055
Portfolio / reporting / TAMPCRMFinancial planning software
66
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY reported RAUM up 57% ($104.2M -> $164.1M). IAPD ↗
$164.1M RAUM · 12 reps · 866-929-3258 · walserwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
APPLIED FINANCE CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($2.24B -> $3.01B). IAPD ↗
$3.01B RAUM · 2 reps · 800-673-0400 · appliedfinance.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LEADING EDGE FINANCIAL PLANNING LLC reported RAUM up 42% ($193.0M -> $273.7M). IAPD ↗
$273.7M RAUM · 8 reps · 865-240-2292
Portfolio / reporting / TAMPCRMFinancial planning software
66
BANKERS LIFE ADVISORY SERVICES, INC. reported RAUM up 32% ($1.13B -> $1.49B). IAPD ↗
$1.49B RAUM · 378 reps · 844-553-9083 · bankerslife.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PROWELL FINANCIAL MANAGEMENT, LLC reported RAUM up 30% ($6.41B -> $8.34B). IAPD ↗
$8.34B RAUM · 2 reps · 484-359-4057 · prowell-financial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
THE FAUSER GROUP, LLC reported RAUM up 58% ($138.2M -> $217.7M). IAPD ↗
$217.7M RAUM · 1 reps · 206-466-2542
Portfolio / reporting / TAMPCRMFinancial planning software
66
MARINER INDEPENDENT reported RAUM up 30% ($6.26B -> $8.15B). IAPD ↗
$8.15B RAUM · 184 reps · 650-571-1934 · johnhalladvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PLUM STREET ADVISORS, LLC reported RAUM up 44% ($181.1M -> $261.5M). IAPD ↗
$261.5M RAUM · 6 reps · 504-517-5107 · plumstreetadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
STRATEGIC BLUEPRINT, LLC reported RAUM up 32% ($1.65B -> $2.17B). IAPD ↗
$2.17B RAUM · 54 reps · 678-954-4130 · strategicblueprint.net
Portfolio / reporting / TAMPCRMFinancial planning software
66
SEPIO CAPITAL, LP reported RAUM up 32% ($5.06B -> $6.67B). IAPD ↗
$6.67B RAUM · 15 reps · (415) 915-3708 · sepiocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
POST ROAD GROUP LLC reported RAUM up 34% ($1.11B -> $1.49B). IAPD ↗
$1.49B RAUM · 17 reps · 203-518-8460 · postroadgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported RAUM up 44% ($263.7M -> $379.7M). IAPD ↗
$379.7M RAUM · 9 reps · 913-295-9500
Portfolio / reporting / TAMPCRMFinancial planning software
66
RECURRENT INVESTMENT ADVISORS LLC reported RAUM up 44% ($544.7M -> $782.2M). IAPD ↗
$782.2M RAUM · 5 reps · (832) 241-5900 · recurrentfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
FOUNTAINHEAD AM, LLC reported RAUM up 43% ($515.8M -> $739.2M). IAPD ↗
$739.2M RAUM · 0 reps · 732-346-1900 · fountainheadam.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HFM INVESTMENT ADVISORS, LLC reported RAUM up 42% ($183.6M -> $261.2M). IAPD ↗
$261.2M RAUM · 5 reps · 856-232-2270
Portfolio / reporting / TAMPCRMFinancial planning software
66
ROBERTSON STEPHENS reported RAUM up 34% ($3.69B -> $4.93B). IAPD ↗
$4.93B RAUM · 51 reps · 415-500-6810 · rscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WESTWOOD WEALTH MANAGEMENT reported RAUM up 59% ($116.3M -> $185.0M). IAPD ↗
$185.0M RAUM · 2 reps · (424) 255-3120
Portfolio / reporting / TAMPCRMFinancial planning software
66
FAIRCOURT PARTNERS, LLC reported RAUM up 31% ($1.57B -> $2.06B). IAPD ↗
$2.06B RAUM · 3 reps · (312) 819-5010 · faircourtpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
COLTER LEWIS INVESTMENT PARTNERS, LLC reported RAUM up 33% ($1.47B -> $1.96B). IAPD ↗
$1.96B RAUM · 12 reps · 203-987-3090 · colterlewis.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SMARTX ADVISORY SOLUTIONS reported RAUM up 31% ($17.56B -> $22.91B). IAPD ↗
$22.91B RAUM · 2 reps · 561-835-8690
Portfolio / reporting / TAMPCRMFinancial planning software
66
ASPIRE CAPITAL ADVISORS LLC reported RAUM up 45% ($565.2M -> $817.7M). IAPD ↗
$817.7M RAUM · 11 reps · (206) 939-5615 · investwithaspire.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SUMMIT FINANCIAL, LLC reported RAUM up 30% ($6.15B -> $8.02B). IAPD ↗
$8.02B RAUM · 73 reps · 973-285-3600 · summitfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MY PERSONAL CFO, LLC reported RAUM up 41% ($196.2M -> $277.5M). IAPD ↗
$277.5M RAUM · 2 reps · 503-912-2090
Portfolio / reporting / TAMPCRMFinancial planning software
66
EVOKE ADVISORS reported RAUM up 31% ($10.21B -> $13.36B). IAPD ↗
$13.36B RAUM · 25 reps · 424-372-1775 · evokewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PMA ASSET MANAGEMENT, LLC reported RAUM up 34% ($20.20B -> $26.99B). IAPD ↗
$26.99B RAUM · 64 reps · 630-657-6400
Portfolio / reporting / TAMPCRMFinancial planning software
66
CONVERGENCE FINANCIAL reported RAUM up 42% ($298.1M -> $422.4M). IAPD ↗
$422.4M RAUM · 13 reps · (573) 818-2264
Portfolio / reporting / TAMPCRMFinancial planning software
66
HUDSON CAPITAL ADVISORY, INC. reported RAUM up 56% ($76.3M -> $119.1M). IAPD ↗
$119.1M RAUM · 3 reps · (617) 820-4014 · invest-hca.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PLATFORM TECHNOLOGY PARTNERS reported RAUM up 44% ($648.3M -> $936.7M). IAPD ↗
$936.7M RAUM · 7 reps · 212-444-2362 · neprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WAVE DIGITAL ASSETS LLC reported RAUM up 44% ($233.4M -> $335.8M). IAPD ↗
$335.8M RAUM · 29 reps · 213-533-9899
Portfolio / reporting / TAMPCRMFinancial planning software
66
PALUMBO WEALTH MANAGEMENT LLC reported RAUM up 40% ($230.1M -> $322.7M). IAPD ↗
$322.7M RAUM · 4 reps · (516) 629-7073 · palumbowm.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CW ADVISORS, LLC reported RAUM up 35% ($5.14B -> $6.92B). IAPD ↗
$6.92B RAUM · 38 reps · (617) 428-7600
Portfolio / reporting / TAMPCRMFinancial planning software
66
DILLOW WEALTH MANAGEMENT LLC reported RAUM up 59% ($106.2M -> $168.6M). IAPD ↗
$168.6M RAUM · 2 reps · 224-330-9662 · dillowwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
O'HAGAN GROUP, INC. reported RAUM up 44% ($559.3M -> $807.7M). IAPD ↗
$807.7M RAUM · 8 reps · 610-625-8855 · theohagangroup.net
Portfolio / reporting / TAMPCRMFinancial planning software
66
SMART WEALTH, LLC reported RAUM up 43% ($211.2M -> $302.9M). IAPD ↗
$302.9M RAUM · 12 reps · 402-369-7777 · soundcloud.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GRAMERCY STRATEGIC CAPITAL LLC reported RAUM up 59% ($91.0M -> $144.9M). IAPD ↗
$144.9M RAUM · 1 reps · 917-272-7036 · gramercysc.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CERCANO MANAGEMENT LLC reported RAUM up 31% ($8.00B -> $10.48B). IAPD ↗
$10.48B RAUM · 33 reps · 425-371-7500 · cercanolp.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WATERSHED PRIVATE WEALTH LLC reported RAUM up 42% ($185.8M -> $263.4M). IAPD ↗
$263.4M RAUM · 3 reps · 708-829-4480
Portfolio / reporting / TAMPCRMFinancial planning software
66
ALDEN INVESTMENT GROUP reported RAUM up 40% ($207.3M -> $290.9M). IAPD ↗
$290.9M RAUM · 26 reps · 215-572-8700
Portfolio / reporting / TAMPCRMFinancial planning software
66
ASCEND INTERPLAY, LLC reported RAUM up 57% ($110.0M -> $172.7M). IAPD ↗
$172.7M RAUM · 3 reps · 914-746-0436 · ascend.fo
Portfolio / reporting / TAMPCRMFinancial planning software
66
CALLAN FAMILY OFFICE, LLC reported RAUM up 35% ($3.54B -> $4.77B). IAPD ↗
$4.77B RAUM · 14 reps · (877) 506-7990 · callanfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
RIALTO WEALTH MANAGEMENT reported RAUM up 43% ($218.6M -> $312.3M). IAPD ↗
$312.3M RAUM · 5 reps · 315-992-9129
Portfolio / reporting / TAMPCRMFinancial planning software
66
ETHOS FINANCIAL GROUP, LLC reported RAUM up 40% ($651.8M -> $913.9M). IAPD ↗
$913.9M RAUM · 20 reps · 484-889-7270 · ethosfg.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CLARITY FINANCIAL ADVISORS LLC reported RAUM up 56% ($51.2M -> $79.9M). IAPD ↗
$79.9M RAUM · 4 reps · (816) 786-5031 · theclarityfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SECOND LINE CAPITAL, LLC reported RAUM up 44% ($279.9M -> $402.1M). IAPD ↗
$402.1M RAUM · 14 reps · 504-321-0923
Portfolio / reporting / TAMPCRMFinancial planning software
66
FIRST MANHATTAN CO. LLC reported RAUM up 35% ($23.59B -> $31.83B). IAPD ↗
$31.83B RAUM · 47 reps · 212-756-3300
Portfolio / reporting / TAMPCRMFinancial planning software
66
EVANSBROOK CAPITAL MANAGEMENT reported RAUM up 60% ($100.0M -> $159.9M). IAPD ↗
$159.9M RAUM · 2 reps · 917-406-9128 · evansbrook.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RICHARDS MERRILL WEALTH MANAGEMENT reported RAUM up 36% ($290.0M -> $395.8M). IAPD ↗
$395.8M RAUM · 8 reps · 509-624-3174 · rmpinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PRINCIPAL SECURITIES, INC. reported RAUM up 29% ($9.42B -> $12.11B). IAPD ↗
$12.11B RAUM · 1349 reps · 888-774-6267 · principalsecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GILDER GAGNON HOWE & CO. LLC reported RAUM up 26% ($7.49B -> $9.44B). IAPD ↗
$9.44B RAUM · 28 reps · 212-765-2500
Portfolio / reporting / TAMPCRMFinancial planning software
65
SAGE, RUTTY & CO., INC. reported RAUM up 26% ($1.95B -> $2.47B). IAPD ↗
$2.47B RAUM · 39 reps · 585-232-3760
Portfolio / reporting / TAMPCRMFinancial planning software
65
LPL FINANCIAL LLC reported RAUM up 26% ($368.02B -> $463.48B). IAPD ↗
$463.48B RAUM · 27045 reps · 704-733-3300
Portfolio / reporting / TAMPCRMFinancial planning software
65
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. reported RAUM up 30% ($2.90B -> $3.76B). IAPD ↗
$3.76B RAUM · 9 reps · 858-964-0500
Portfolio / reporting / TAMPCRMFinancial planning software
65
OSAIC INSTITUTIONS, INC. reported RAUM up 29% ($2.81B -> $3.63B). IAPD ↗
$3.63B RAUM · 474 reps · 203-599-6000
Portfolio / reporting / TAMPCRMFinancial planning software
65
GREENBERG FINANCIAL GROUP reported RAUM up 37% ($188.8M -> $257.8M). IAPD ↗
$257.8M RAUM · 5 reps · 520-544-4909 · greenbergfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATEGIC ADVISERS LLC reported RAUM up 25% ($659.55B -> $824.74B). IAPD ↗
$824.74B RAUM · 158 reps · 617-563-7000 · reddit.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPITAL ADVISORS, INC. reported RAUM up 29% ($4.26B -> $5.50B). IAPD ↗
$5.50B RAUM · 38 reps · (918) 599-0045 · capadvfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEST COAST FINANCIAL, LLC reported RAUM up 25% ($1.52B -> $1.90B). IAPD ↗
$1.90B RAUM · 27 reps · 805-962-9131 · wcfinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ACADEMY CAPITAL MANAGEMENT reported RAUM up 36% ($657.2M -> $896.1M). IAPD ↗
$896.1M RAUM · 4 reps · 254-751-0555 · academycapitalmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
D.F. DENT AND COMPANY, INC. reported RAUM up 26% ($6.45B -> $8.15B). IAPD ↗
$8.15B RAUM · 16 reps · 410-837-2544 · dfdent.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BRANDES INVESTMENT PARTNERS, LP reported RAUM up 27% ($17.53B -> $22.21B). IAPD ↗
$22.21B RAUM · 35 reps · 858-755-0239
Portfolio / reporting / TAMPCRMFinancial planning software
65
GUGGENHEIM INVESTMENTS reported RAUM up 29% ($8.70B -> $11.26B). IAPD ↗
$11.26B RAUM · 34 reps · 212-739-0700 · guggenheiminvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
KENNEDY CAPITAL MANAGEMENT reported RAUM up 28% ($3.72B -> $4.77B). IAPD ↗
$4.77B RAUM · 24 reps · 314-432-0400 · kennedycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BAXTER INVESTMENT MANAGEMENT reported RAUM up 36% ($673.5M -> $915.1M). IAPD ↗
$915.1M RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MEEDER ADVISORY SERVICES, INC. reported RAUM up 25% ($1.15B -> $1.44B). IAPD ↗
$1.44B RAUM · 36 reps · 800-325-3539 · meederinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MEEDER PUBLIC FUNDS, INC. reported RAUM up 115% ($25.37B -> $54.57B). IAPD ↗institutional
$54.57B RAUM · 32 reps · 800-325-3539 · meederinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
J.P. MORGAN INVESTMENT MANAGEMENT INC. reported RAUM up 27% ($2011.99B -> $2549.09B). IAPD ↗
$2549.09B RAUM · 2112 reps · (800) 343-1113
Portfolio / reporting / TAMPCRMFinancial planning software
65
E. S. BARR & COMPANY reported RAUM up 27% ($1.41B -> $1.80B). IAPD ↗
$1.80B RAUM · 4 reps · 859-266-1300 · esbarr.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PT ASSET MANAGEMENT, LLC reported RAUM up 26% ($5.55B -> $7.00B). IAPD ↗
$7.00B RAUM · 14 reps · 312-521-1000 · ptam.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CALLAN reported RAUM up 122% ($15.42B -> $34.23B). IAPD ↗institutional
$34.23B RAUM · 163 reps · 415-974-5060 · callan.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PARADIGM CAPITAL MANAGEMENT, INC. reported RAUM up 27% ($1.54B -> $1.95B). IAPD ↗
$1.95B RAUM · 7 reps · 518-431-3500 · paradigmcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ARNOLD WEITZ & CO reported RAUM up 36% ($270.1M -> $366.4M). IAPD ↗
$366.4M RAUM · 2 reps · 402-392-2244 · raymondjames.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CARDINAL CAPITAL MANAGEMENT INC reported RAUM up 36% ($594.2M -> $805.1M). IAPD ↗
$805.1M RAUM · 3 reps · 919-532-7500
Portfolio / reporting / TAMPCRMFinancial planning software
65
NORTHWEST CAPITAL MANAGEMENT INC. reported RAUM up 25% ($5.48B -> $6.86B). IAPD ↗
$6.86B RAUM · 8 reps · 503-597-1616 · bcorporation.net
Portfolio / reporting / TAMPCRMFinancial planning software
65
EMBREE FINANCIAL GROUP reported RAUM up 26% ($1.63B -> $2.04B). IAPD ↗
$2.04B RAUM · 10 reps · 312-527-5565
Portfolio / reporting / TAMPCRMFinancial planning software
65
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC reported RAUM up 26% ($3148.42B -> $3964.39B). IAPD ↗
$3964.39B RAUM · 689 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
65
MILLER INVESTMENT MANAGEMENT, LP reported RAUM up 25% ($5.09B -> $6.37B). IAPD ↗
$6.37B RAUM · 8 reps · 610-834-9820
Portfolio / reporting / TAMPCRMFinancial planning software
65
LADENBURG THALMANN ASSET MANAGEMENT INC reported RAUM up 26% ($3.42B -> $4.32B). IAPD ↗
$4.32B RAUM · 18 reps · 800-995-5267
Portfolio / reporting / TAMPCRMFinancial planning software
65
FAMILY CFO, LLC reported RAUM up 52% ($94.9M -> $144.5M). IAPD ↗
$144.5M RAUM · 1 reps · 917-747-2801
Portfolio / reporting / TAMPCRMFinancial planning software
65
LASALLE ST. INVESTMENT ADVISORS, L.L.C. reported RAUM up 27% ($2.73B -> $3.48B). IAPD ↗
$3.48B RAUM · 134 reps · 630-600-0500
Portfolio / reporting / TAMPCRMFinancial planning software
65
NWF ADVISORY SERVICES INC reported RAUM up 30% ($2.86B -> $3.71B). IAPD ↗
$3.71B RAUM · 2 reps · 310-475-5854 · nwfadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ALLSPRING FUNDS MANAGEMENT, LLC reported RAUM up 28% ($235.23B -> $300.80B). IAPD ↗
$300.80B RAUM · 2 reps · 833-568-4255 · allspringglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ACR ALPINE CAPITAL RESEARCH, LLC reported RAUM up 27% ($4.44B -> $5.62B). IAPD ↗
$5.62B RAUM · 10 reps · 314-932-7600 · international.acr-investfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAZ INVESTMENTS L.P. reported RAUM up 28% ($5.02B -> $6.40B). IAPD ↗
$6.40B RAUM · 46 reps · 713-403-8250 · cazinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATEGIC WEALTH ADVISORS, LLC reported RAUM up 37% ($210.5M -> $288.6M). IAPD ↗
$288.6M RAUM · 4 reps · 480-998-1798
Portfolio / reporting / TAMPCRMFinancial planning software
65
ONE CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($4.94B -> $6.21B). IAPD ↗
$6.21B RAUM · 41 reps · 805.409.8150 · onecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WAVERLY ADVISORS, LLC reported RAUM up 27% ($7.89B -> $10.06B). IAPD ↗
$10.06B RAUM · 84 reps · 205-871-3334 · waassett.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ROBERTSON INVESTMENT MANAGEMENT reported RAUM up 39% ($312.1M -> $434.4M). IAPD ↗
$434.4M RAUM · 16 reps · 713-622-4077 · robertsonwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported RAUM up 28% ($56.39B -> $72.02B). IAPD ↗
$72.02B RAUM · 0 reps · 763-417-1700 · wealthenhancement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SHEAFF BROCK INVESTMENT ADVISORS, LLC reported RAUM up 29% ($1.05B -> $1.35B). IAPD ↗
$1.35B RAUM · 14 reps · 317-705-5700 · linkedin.com sheaff brock investment advisors
Portfolio / reporting / TAMPCRMFinancial planning software
65
LYNX CAPITAL GROUP LTD reported RAUM up 52% ($107.6M -> $163.8M). IAPD ↗
$163.8M RAUM · 1 reps · 216-591-1309 · lynxcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
NFP RETIREMENT INC. reported RAUM up 29% ($75.05B -> $96.45B). IAPD ↗
$96.45B RAUM · 131 reps · 949.460.9898 · nfp.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RKL PRIVATE WEALTH reported RAUM up 25% ($1.43B -> $1.80B). IAPD ↗
$1.80B RAUM · 25 reps · (717) 399-1700
Portfolio / reporting / TAMPCRMFinancial planning software
65
REHMANN WEALTH reported RAUM up 26% ($3.04B -> $3.85B). IAPD ↗
$3.85B RAUM · 36 reps · 517-316-2400 · rehmann.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MOSELEY INVESTMENT MANAGEMENT, INC. reported RAUM up 36% ($258.1M -> $351.2M). IAPD ↗
$351.2M RAUM · 5 reps · 941-745-2799 · moseleyinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SILICON VALLEY CAPITAL PARTNERS, L.P. reported RAUM up 36% ($634.2M -> $860.4M). IAPD ↗
$860.4M RAUM · 3 reps · 408-236-7300 · svcp.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SPIVAK ASSET MANAGEMENT, LLC reported RAUM up 40% ($256.4M -> $357.8M). IAPD ↗
$357.8M RAUM · 1 reps · 860-676-9756 · jayspivak.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
IRA GROUP, INC. reported RAUM up 27% ($9.08B -> $11.50B). IAPD ↗
$11.50B RAUM · 15 reps · 404-760-3730
Portfolio / reporting / TAMPCRMFinancial planning software
65
SAGEVIEW ADVISORY GROUP, LLC reported RAUM up 30% ($156.40B -> $202.57B). IAPD ↗
$202.57B RAUM · 131 reps · 800-814-8742 · sageviewadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
VALEO FINANCIAL ADVISORS, LLC reported RAUM up 26% ($7.10B -> $8.94B). IAPD ↗
$8.94B RAUM · 108 reps · 317.218.6000 · valeofinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HERITAGE FINANCIAL SERVICES reported RAUM up 29% ($1.93B -> $2.50B). IAPD ↗
$2.50B RAUM · 22 reps · 781-255-0214
Portfolio / reporting / TAMPCRMFinancial planning software
65
ROBOTTI & COMPANY ADVISORS, LLC reported RAUM up 40% ($707.6M -> $987.9M). IAPD ↗
$987.9M RAUM · 14 reps · 212 986-4800 · robotti.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CARY STREET PARTNERS reported RAUM up 27% ($5.51B -> $6.98B). IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEALTHSTREAM ADVISORS, INC. reported RAUM up 25% ($1.08B -> $1.35B). IAPD ↗
$1.35B RAUM · 12 reps · (212) 971-9241 · wealthstreamadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MAPLE CAPITAL MANAGEMENT, INC. reported RAUM up 26% ($1.37B -> $1.72B). IAPD ↗
$1.72B RAUM · 23 reps · 802-229-2838 · maplecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GENERATION INVESTMENT MANAGEMENT US LLP reported RAUM up 27% ($12.14B -> $15.39B). IAPD ↗
$15.39B RAUM · 8 reps · 415 619 3242
Portfolio / reporting / TAMPCRMFinancial planning software
65
SG CAPITAL MANAGEMENT LLC reported RAUM up 35% ($322.7M -> $436.3M). IAPD ↗
$436.3M RAUM · 5 reps · 312-923-0150
Portfolio / reporting / TAMPCRMFinancial planning software
65
AZIMUT GENESIS ADVISORS reported RAUM up 36% ($288.9M -> $392.5M). IAPD ↗
$392.5M RAUM · 4 reps · 786 866 3700
Portfolio / reporting / TAMPCRMFinancial planning software
65
BENNETT SELBY INVESTMENTS, L.P. reported RAUM up 52% ($148.0M -> $224.7M). IAPD ↗
$224.7M RAUM · 2 reps · 617-335-7087 · bennettselby.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
EVEREST FINANCIAL GROUP reported RAUM up 37% ($607.1M -> $828.9M). IAPD ↗
$828.9M RAUM · 14 reps · 763-923-7525 · everestfg.us
Portfolio / reporting / TAMPCRMFinancial planning software
65
HERITAGE WEALTH ADVISORS reported RAUM up 30% ($3.08B -> $4.00B). IAPD ↗
$4.00B RAUM · 18 reps · 804-643-4080 · heritagewealth.net
Portfolio / reporting / TAMPCRMFinancial planning software
65
TSAI CAPITAL CORPORATION reported RAUM up 54% ($71.9M -> $110.8M). IAPD ↗
$110.8M RAUM · 1 reps · 917-979-4821
Portfolio / reporting / TAMPCRMFinancial planning software
65
FOUNDERS FINANCIAL SECURITIES, LLC reported RAUM up 28% ($2.27B -> $2.91B). IAPD ↗
$2.91B RAUM · 97 reps · 410-308-9988 · weinbergfinancialadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
DTS GROUP LLC reported RAUM up 53% ($160.5M -> $246.1M). IAPD ↗
$246.1M RAUM · 1 reps · 415 497-7533 · dtscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TEEWINOT CAPITAL ADVISERS, L.L.C. reported RAUM up 39% ($604.3M -> $841.9M). IAPD ↗
$841.9M RAUM · 9 reps · 212-984-2360 · teewinotfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. reported RAUM up 40% ($536.5M -> $748.8M). IAPD ↗
$748.8M RAUM · 3 reps · 330-666-6886 · kohmannbosshard.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
LEGACY ADVISORS, LLC reported RAUM up 30% ($2.80B -> $3.64B). IAPD ↗
$3.64B RAUM · 20 reps · 610-943-3000 · legacyadvice.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HARDY REED, LLC reported RAUM up 29% ($1.45B -> $1.87B). IAPD ↗
$1.87B RAUM · 11 reps · 662-823-4722 · hardyreed.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TPG FINANCIAL ADVISORS, LLC reported RAUM up 25% ($1.32B -> $1.66B). IAPD ↗
$1.66B RAUM · 8 reps · 503-241-9550 · thepartnersgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TOTAL CLARITY WEALTH MANAGEMENT, INC reported RAUM up 39% ($329.1M -> $458.0M). IAPD ↗
$458.0M RAUM · 23 reps · 630-762-9352
Portfolio / reporting / TAMPCRMFinancial planning software
65
CHECCHI CAPITAL ADVISERS, LLC reported RAUM up 27% ($1.49B -> $1.90B). IAPD ↗
$1.90B RAUM · 6 reps · 310-432-0010 · checchicapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
COMMERCE STREET INVESTMENT MANAGEMENT reported RAUM up 39% ($535.4M -> $745.1M). IAPD ↗
$745.1M RAUM · 12 reps · 214-545-6800 · commercestreetholdings.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SMITH ANGLIN FINANCIAL, LLC reported RAUM up 26% ($1.25B -> $1.57B). IAPD ↗
$1.57B RAUM · 16 reps · (972) 267-1244
Portfolio / reporting / TAMPCRMFinancial planning software
65
ROYAL FUND MANAGEMENT, LLC reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗
$1.36B RAUM · 83 reps · 352-750-1637 · 401kmaneuver.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ARETE WEALTH ADVISORS, LLC reported RAUM up 26% ($2.12B -> $2.67B). IAPD ↗
$2.67B RAUM · 124 reps · 312-940-3684 · hillandhillfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
YCG, LLC reported RAUM up 28% ($1.10B -> $1.42B). IAPD ↗
$1.42B RAUM · 4 reps · 512-505-2347
Portfolio / reporting / TAMPCRMFinancial planning software
65
MOZAIC, LLC reported RAUM up 26% ($2.90B -> $3.64B). IAPD ↗
$3.64B RAUM · 10 reps · 310-247-9657 · mozaic-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SILVANT CAPITAL MANAGEMENT LLC reported RAUM up 28% ($1.69B -> $2.17B). IAPD ↗
$2.17B RAUM · 6 reps · 404-845-7640
Portfolio / reporting / TAMPCRMFinancial planning software
65
ARTEMIS FINANCIAL ADVISORS reported RAUM up 39% ($224.8M -> $313.1M). IAPD ↗
$313.1M RAUM · 4 reps · 617-542-2420
Portfolio / reporting / TAMPCRMFinancial planning software
65
FORT POINT CAPITAL PARTNERS LLC reported RAUM up 29% ($1.16B -> $1.49B). IAPD ↗
$1.49B RAUM · 16 reps · (415) 449-0570 · fortpointcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
VECTORGLOBAL IAG, INC. reported RAUM up 30% ($1.07B -> $1.38B). IAPD ↗
$1.38B RAUM · 25 reps · 305-350-3350 · vectorglobaliag.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CONSTELLATION WEALTH ADVISORS reported RAUM up 28% ($3.05B -> $3.90B). IAPD ↗
$3.90B RAUM · 24 reps · 513-871-5500
Portfolio / reporting / TAMPCRMFinancial planning software
65
MERCER GLOBAL ADVISORS INC. reported RAUM up 29% ($35.14B -> $45.35B). IAPD ↗
$45.35B RAUM · 727 reps · (888) 885-8101
Portfolio / reporting / TAMPCRMFinancial planning software
65
CHICAGO PARTNERS INVESTMENT GROUP LLC reported RAUM up 26% ($3.65B -> $4.59B). IAPD ↗
$4.59B RAUM · 33 reps · 312 284 6363 · chicagopartnersllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BETTERMENT reported RAUM up 25% ($36.63B -> $45.93B). IAPD ↗
$45.93B RAUM · 32 reps · 212-228-1328
Portfolio / reporting / TAMPCRMFinancial planning software
65
EFFICIENT ADVISORS reported RAUM up 26% ($1.87B -> $2.36B). IAPD ↗
$2.36B RAUM · 8 reps · 267-613-6250 · efficientadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FFT WEALTH MANAGEMENT reported RAUM up 25% ($2.50B -> $3.13B). IAPD ↗
$3.13B RAUM · 22 reps · 610-545-6100 · fftwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BAYSTATE WEALTH MANAGEMENT reported RAUM up 27% ($1.50B -> $1.92B). IAPD ↗
$1.92B RAUM · 6 reps · 9139045700 · baystatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MOSS, LUSE & WOMBLE, LLC reported RAUM up 36% ($319.6M -> $435.6M). IAPD ↗
$435.6M RAUM · 18 reps · 972-674-2584
Portfolio / reporting / TAMPCRMFinancial planning software
65
IPG INVESTMENT ADVISORS, LLC reported RAUM up 28% ($2.74B -> $3.51B). IAPD ↗
$3.51B RAUM · 29 reps · 619-326-1200
Portfolio / reporting / TAMPCRMFinancial planning software
65
TRIAN FUND MANAGEMENT, L.P. reported RAUM up 27% ($7.15B -> $9.05B). IAPD ↗
$9.05B RAUM · 14 reps · 212-451-3000
Portfolio / reporting / TAMPCRMFinancial planning software
65
MARBLE TRAIL ADVISORS reported RAUM up 35% ($318.5M -> $431.1M). IAPD ↗
$431.1M RAUM · 5 reps · 802-388-6300 · marbletrail.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
DRAKE & ASSOCIATES, LLC reported RAUM up 38% ($227.2M -> $313.1M). IAPD ↗
$313.1M RAUM · 6 reps · 414-409-7226
Portfolio / reporting / TAMPCRMFinancial planning software
65
DESCHUTES INVESTMENT CONSULTING, LLC reported RAUM up 26% ($1.69B -> $2.13B). IAPD ↗
$2.13B RAUM · 8 reps · 503-224-3700 · deschutesinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CHERRY CREEK FAMILY OFFICES reported RAUM up 26% ($1.31B -> $1.64B). IAPD ↗
$1.64B RAUM · 4 reps · 303-862-9550 · ccfo.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ARCHETYPE ADVISORS, LLC reported RAUM up 54% ($129.1M -> $198.7M). IAPD ↗
$198.7M RAUM · 2 reps · 215 558 5500 · archetypeadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CI GLOBAL INVESTMENTS INC. reported RAUM up 191% ($3.74B -> $10.89B). IAPD ↗institutional
$10.89B RAUM · 2 reps · 416-364-1145
Portfolio / reporting / TAMPCRMFinancial planning software
65
SNOWDEN CAPITAL ADVISORS LLC reported RAUM up 25% ($4.74B -> $5.93B). IAPD ↗
$5.93B RAUM · 98 reps · 646-218-9760 · snowdenlane.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC reported RAUM up 53% ($78.8M -> $120.8M). IAPD ↗
$120.8M RAUM · 25 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RFG ADVISORY, LLC reported RAUM up 29% ($3.00B -> $3.86B). IAPD ↗
$3.86B RAUM · 102 reps · 205-397-2450 · etainvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CORECAP ADVISORS reported RAUM up 26% ($1.96B -> $2.47B). IAPD ↗
$2.47B RAUM · 111 reps · 888-296-3360 · 1apg.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TRAJAN WEALTH, L.L.C. reported RAUM up 30% ($1.05B -> $1.37B). IAPD ↗
$1.37B RAUM · 34 reps · 480-990-3300
Portfolio / reporting / TAMPCRMFinancial planning software
65
INVESTOR FAN reported RAUM up 37% ($186.2M -> $255.4M). IAPD ↗
$255.4M RAUM · 7 reps · 425-372-7517 · investorfan.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ALTERNATIVE INVESTMENT ADVISORS, LLC reported RAUM up 37% ($216.6M -> $296.4M). IAPD ↗
$296.4M RAUM · 9 reps · 407-261-4242 · ffs1.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
AVIVA INVESTORS AMERICAS reported RAUM up 195% ($6.30B -> $18.58B). IAPD ↗institutional
$18.58B RAUM · 20 reps · 312-873-5800 · avivainvestorsamericas.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BRIGHT ROAD WEALTH MANAGEMENT, LLC reported RAUM up 36% ($209.2M -> $284.1M). IAPD ↗
$284.1M RAUM · 8 reps · (907) 339-1555
Portfolio / reporting / TAMPCRMFinancial planning software
65
BLUE WATER WEALTH reported RAUM up 36% ($233.2M -> $317.1M). IAPD ↗
$317.1M RAUM · 12 reps · 503-296-8700 · bluewaterwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
INTEGRATED FINANCIAL STRATEGIES, LLC reported RAUM up 36% ($292.0M -> $397.7M). IAPD ↗
$397.7M RAUM · 6 reps · 704-643-5000 · ifsinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
VEST FINANCIAL LLC reported RAUM up 142% ($10.06B -> $24.38B). IAPD ↗institutional
$24.38B RAUM · 10 reps · 855-979-6060
Portfolio / reporting / TAMPCRMFinancial planning software
65
SEROS FINANCIAL, LLC reported RAUM up 39% ($187.5M -> $260.8M). IAPD ↗
$260.8M RAUM · 5 reps · 480-967-1155
Portfolio / reporting / TAMPCRMFinancial planning software
65
CANTER WEALTH reported RAUM up 39% ($217.3M -> $302.0M). IAPD ↗
$302.0M RAUM · 9 reps · 858.812.7550
Portfolio / reporting / TAMPCRMFinancial planning software
65
IFG ADVISORY, LLC reported RAUM up 28% ($2.53B -> $3.25B). IAPD ↗
$3.25B RAUM · 75 reps · 770-353-6331
Portfolio / reporting / TAMPCRMFinancial planning software
65
FUSE PARTNERS, LLC reported RAUM up 36% ($663.8M -> $903.2M). IAPD ↗
$903.2M RAUM · 36 reps · 972-361-1001
Portfolio / reporting / TAMPCRMFinancial planning software
65
MBM WEALTH CONSULTANTS, LLC reported RAUM up 40% ($239.6M -> $335.0M). IAPD ↗
$335.0M RAUM · 6 reps · (636) 274-6262
Portfolio / reporting / TAMPCRMFinancial planning software
65
ARISTOTLE CREDIT PARTNERS, LLC reported RAUM up 40% ($677.5M -> $947.3M). IAPD ↗
$947.3M RAUM · 3 reps · 949-681-2100 · aristotlecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TILLER PARTNERS, LLC reported RAUM up 50% ($160.0M -> $240.7M). IAPD ↗
$240.7M RAUM · 1 reps · (657) 215-1684 · tillerpartnersllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
DUTCH ASSET CORPORATION reported RAUM up 55% ($45.1M -> $69.9M). IAPD ↗
$69.9M RAUM · 3 reps · 518-478-8077 · dutchasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
INSPIRE INVESTING, LLC reported RAUM up 26% ($2.03B -> $2.56B). IAPD ↗
$2.56B RAUM · 2 reps · (877) 658-9473
Portfolio / reporting / TAMPCRMFinancial planning software
65
ATON FINANCIAL LLC reported RAUM up 38% ($311.4M -> $428.9M). IAPD ↗
$428.9M RAUM · 7 reps · 787-725-6070 · atonfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PFG ADVISORS reported RAUM up 27% ($1.84B -> $2.33B). IAPD ↗
$2.33B RAUM · 99 reps · (800) 405-8850 · davisfm.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CREWE ADVISORS reported RAUM up 26% ($1.29B -> $1.62B). IAPD ↗
$1.62B RAUM · 14 reps · 385-355-2700
Portfolio / reporting / TAMPCRMFinancial planning software
65
LEGACY WEALTH MANAGEMENT, LLC reported RAUM up 35% ($275.9M -> $373.2M). IAPD ↗
$373.2M RAUM · 16 reps · 208-955-0500
Portfolio / reporting / TAMPCRMFinancial planning software
65
PEGASUS PARTNERS reported RAUM up 26% ($2.45B -> $3.09B). IAPD ↗
$3.09B RAUM · 10 reps · 262-478-9009
Portfolio / reporting / TAMPCRMFinancial planning software
65
PORT CAPITAL LLC reported RAUM up 29% ($1.77B -> $2.29B). IAPD ↗
$2.29B RAUM · 5 reps · 312-788-2400 · portcapllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CLARE MARKET INVESTMENTS, LLC reported RAUM up 36% ($317.1M -> $432.6M). IAPD ↗
$432.6M RAUM · 4 reps · 866.659.1019
Portfolio / reporting / TAMPCRMFinancial planning software
65
STASH INVEST reported RAUM up 28% ($2.61B -> $3.34B). IAPD ↗
$3.34B RAUM · 6 reps · (800) 205-5164
Portfolio / reporting / TAMPCRMFinancial planning software
65
CLAYTON FINANCIAL GROUP, LLC reported RAUM up 27% ($1.20B -> $1.52B). IAPD ↗
$1.52B RAUM · 7 reps · (314) 446-3250
Portfolio / reporting / TAMPCRMFinancial planning software
65
CYNOSURE GROUP, LLC reported RAUM up 27% ($3.84B -> $4.86B). IAPD ↗
$4.86B RAUM · 35 reps · 801-521-3100 · cynosuregroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PATTON ALBERTSON MILLER GROUP, LLC reported RAUM up 28% ($1.04B -> $1.33B). IAPD ↗
$1.33B RAUM · 16 reps · 423-414-2100 · focusfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HOYA CAPITAL REAL ESTATE, LLC reported RAUM up 51% ($67.4M -> $101.9M). IAPD ↗
$101.9M RAUM · 3 reps · 833-469-2227
Portfolio / reporting / TAMPCRMFinancial planning software
65
MULHOLLAND WEALTH ADVISORS, LLC reported RAUM up 36% ($316.4M -> $430.5M). IAPD ↗
$430.5M RAUM · 6 reps · 3102728185 · mulhollandwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RUBEY & RUST CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($236.2M -> $323.6M). IAPD ↗
$323.6M RAUM · 1 reps · 925-997-0994 · rubeyrust.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PROSPERITY ADVISERS, LLC reported RAUM up 38% ($181.8M -> $250.8M). IAPD ↗
$250.8M RAUM · 3 reps · 267-405-6166
Portfolio / reporting / TAMPCRMFinancial planning software
65
STEWARD PARTNERS INVESTMENT ADVISORY, LLC reported RAUM up 26% ($12.17B -> $15.39B). IAPD ↗
$15.39B RAUM · 327 reps · 212-364-0364 · advisorhub.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ALTAMAR PARTNERS NORTH AMERICA LLC reported RAUM up 76% ($3.33B -> $5.86B). IAPD ↗institutional
$5.86B RAUM · 9 reps · 212-257-5781
Portfolio / reporting / TAMPCRMFinancial planning software
65
CONTINUUM ADVISORY, LLC reported RAUM up 27% ($1.02B -> $1.29B). IAPD ↗
$1.29B RAUM · 31 reps · 2084171933 · lentinifinancialadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SAGESPRING WEALTH PARTNERS reported RAUM up 29% ($4.28B -> $5.50B). IAPD ↗
$5.50B RAUM · 98 reps · 615-861-6100 · sagespring.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WESTERN WEALTH MANAGEMENT LLC reported RAUM up 26% ($2.59B -> $3.25B). IAPD ↗
$3.25B RAUM · 88 reps · 3033932404
Portfolio / reporting / TAMPCRMFinancial planning software
65
NICOLET WEALTH MANAGEMENT reported RAUM up 25% ($2.93B -> $3.67B). IAPD ↗
$3.67B RAUM · 30 reps · 920-430-1400 · nicoletbank.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
QUATTRO FINANCIAL ADVISORS reported RAUM up 25% ($1.04B -> $1.30B). IAPD ↗
$1.30B RAUM · 1 reps · 281 323 4007 · quattrofa.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
JFG WEALTH MANAGEMENT, LLC reported RAUM up 39% ($648.3M -> $901.0M). IAPD ↗
$901.0M RAUM · 26 reps · 720-778-4467 · jfgwealth.net
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATA WEALTH ADVISORS, LLC reported RAUM up 38% ($576.2M -> $795.5M). IAPD ↗
$795.5M RAUM · 11 reps · (214) 420-7020 · stratawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FINANCIAL SERVICES OF AMERICA ADVISORS reported RAUM up 36% ($214.4M -> $292.1M). IAPD ↗
$292.1M RAUM · 22 reps · (800) 977-9292 · fsa1.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
VIDENT ASSET MANAGEMENT reported RAUM up 27% ($7.07B -> $8.99B). IAPD ↗
$8.99B RAUM · 6 reps · 404-267-1501 · videntam.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PLAN A WEALTH, LLC reported RAUM up 40% ($233.6M -> $326.9M). IAPD ↗
$326.9M RAUM · 8 reps · 402-975-8008 · planawm.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PROCYON ADVISORS, LLC reported RAUM up 27% ($4.94B -> $6.28B). IAPD ↗
$6.28B RAUM · 34 reps · (475) 232-2704
Portfolio / reporting / TAMPCRMFinancial planning software
65
FIDELITY PERSONAL AND WORKPLACE ADVISORS reported RAUM up 25% ($652.55B -> $818.78B). IAPD ↗
$818.78B RAUM · 15424 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
65
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC reported RAUM up 26% ($3.18B -> $4.02B). IAPD ↗
$4.02B RAUM · 16 reps · 317-975-5033 · shepherdfin.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SGROI WEALTH ADVISORY GROUP LLC reported RAUM up 36% ($691.6M -> $939.0M). IAPD ↗
$939.0M RAUM · 11 reps · 716-674-6700 · sgroifinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. reported RAUM up 25% ($1.49B -> $1.87B). IAPD ↗
$1.87B RAUM · 0 reps · 816-531-5575 · investor.pershing.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPITA FINANCIAL NETWORK, LLC reported RAUM up 26% ($1.16B -> $1.46B). IAPD ↗
$1.46B RAUM · 18 reps · 801-566-5058 · capitafinancialnetwork.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BROOKLYN FI, LLC reported RAUM up 51% ($151.1M -> $227.5M). IAPD ↗
$227.5M RAUM · 9 reps · 718-690-3600
Portfolio / reporting / TAMPCRMFinancial planning software
65
ADVISOR LOGISTICS, LLC reported RAUM up 78% ($1.80B -> $3.21B). IAPD ↗institutional
$3.21B RAUM · 1 reps · 210-346-8321 · advisorlogistics.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PINE RIDGE ADVISERS LLC reported RAUM up 30% ($2.66B -> $3.45B). IAPD ↗
$3.45B RAUM · 4 reps · 212-273-0463
Portfolio / reporting / TAMPCRMFinancial planning software
65
RESONANT CAPITAL ADVISORS, LLC reported RAUM up 30% ($1.35B -> $1.75B). IAPD ↗
$1.75B RAUM · 11 reps · (608)-733-6220
Portfolio / reporting / TAMPCRMFinancial planning software
65
WICK CAPITAL PARTNERS, LLC reported RAUM up 35% ($317.7M -> $430.4M). IAPD ↗
$430.4M RAUM · 9 reps · 215-302-3535 · wickcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
KDK PRIVATE WEALTH MANAGEMENT reported RAUM up 38% ($260.9M -> $359.8M). IAPD ↗
$359.8M RAUM · 4 reps · 713-391-8044
Portfolio / reporting / TAMPCRMFinancial planning software
65
AMERICANA PARTNERS, LLC reported RAUM up 29% ($3.83B -> $4.95B). IAPD ↗
$4.95B RAUM · 25 reps · 713-429-5552 · americanapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
IEQ CAPITAL, LLC reported RAUM up 27% ($18.54B -> $23.58B). IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BIRCHCREEK WEALTH MANAGEMENT, LLC reported RAUM up 40% ($199.6M -> $279.3M). IAPD ↗
$279.3M RAUM · 4 reps · (937) 567-0646
Portfolio / reporting / TAMPCRMFinancial planning software
65
GREENBRIDGE PARTNERS LLC reported RAUM up 55% ($115.4M -> $178.7M). IAPD ↗
$178.7M RAUM · 1 reps · 863-688-5938
Portfolio / reporting / TAMPCRMFinancial planning software
65
PARCION PRIVATE WEALTH LLC reported RAUM up 26% ($1.75B -> $2.19B). IAPD ↗
$2.19B RAUM · 18 reps · 425-278-9555 · parcionpw.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BNY MELLON ETF INVESTMENT ADVISER, LLC reported RAUM up 330% ($1.39B -> $5.96B). IAPD ↗institutional
$5.96B RAUM · 2 reps · 617-722-7250 · im.bnymellon.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TRUWEALTH ADVISORS, LLC reported RAUM up 26% ($1.67B -> $2.11B). IAPD ↗
$2.11B RAUM · 17 reps · 504-779-7799
Portfolio / reporting / TAMPCRMFinancial planning software
65
LIGHTHOUSE WEALTH MANAGEMENT, LLC reported RAUM up 50% ($103.0M -> $155.0M). IAPD ↗
$155.0M RAUM · 2 reps · 717-346-6333
Portfolio / reporting / TAMPCRMFinancial planning software
65
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY reported RAUM up 27% ($5.77B -> $7.32B). IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
Portfolio / reporting / TAMPCRMFinancial planning software
65
FORTIS CAPITAL ADVISORS, LLC reported RAUM up 35% ($245.3M -> $331.8M). IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
OPTIMA CAPITAL LLC reported RAUM up 54% ($161.1M -> $247.7M). IAPD ↗
$247.7M RAUM · 6 reps · 503-270-1314 · optimacapitalllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SCS reported RAUM up 28% ($1.01B -> $1.29B). IAPD ↗
$1.29B RAUM · 20 reps · 425-452-1222
Portfolio / reporting / TAMPCRMFinancial planning software
65
WHEELHOUSE ADVISORY GROUP, LLC reported RAUM up 50% ($120.5M -> $180.9M). IAPD ↗
$180.9M RAUM · 4 reps · 636-400-7889 · wheelhouseretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ALLIANCE WEALTH ADVISORS, LLC reported RAUM up 36% ($270.9M -> $368.8M). IAPD ↗
$368.8M RAUM · 7 reps · 801-683-6000 · awaplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HARA CAPITAL LLC reported RAUM up 50% ($116.5M -> $174.8M). IAPD ↗
$174.8M RAUM · 1 reps · 425-522-2322 · haracapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FORTRESS FINANCIAL GROUP, LLC reported RAUM up 40% ($179.4M -> $250.8M). IAPD ↗
$250.8M RAUM · 5 reps · (507) 529-1400
Portfolio / reporting / TAMPCRMFinancial planning software
65
INTERGY PRIVATE WEALTH, LLC reported RAUM up 36% ($286.4M -> $390.6M). IAPD ↗
$390.6M RAUM · 6 reps · 719-413-8820 · intergywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GDS WEALTH MANAGEMENT reported RAUM up 39% ($643.8M -> $891.7M). IAPD ↗
$891.7M RAUM · 11 reps · 469-212-8072 · gdswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
OPTIMIZE FINANCIAL INC. reported RAUM up 50% ($101.4M -> $152.5M). IAPD ↗
$152.5M RAUM · 5 reps · 949-471-0000 · optimizefinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RAGA PARTNERS LP reported RAUM up 25% ($1.38B -> $1.73B). IAPD ↗
$1.73B RAUM · 7 reps · (646) 580-4086 · ragapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATEGIC ADVOCATES, LLC reported RAUM up 36% ($267.0M -> $363.5M). IAPD ↗
$363.5M RAUM · 7 reps · (435) 754-7888 · wealth-advocates.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
STEVENS CAPITAL PARTNERS reported RAUM up 36% ($207.1M -> $282.2M). IAPD ↗
$282.2M RAUM · 6 reps · 402-251-5800 · mypurposefulwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEALTH BENEFIT ADVISORS, LLC reported RAUM up 37% ($190.7M -> $262.0M). IAPD ↗
$262.0M RAUM · 2 reps · 713-980-9100 · wealthbenefit.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
LEGACY SOLUTIONS, LLC reported RAUM up 53% ($107.4M -> $163.9M). IAPD ↗
$163.9M RAUM · 3 reps · 610-444-9920 · legacysolutions.org
Portfolio / reporting / TAMPCRMFinancial planning software
65
SP ASSET MANAGEMENT LLC reported RAUM up 30% ($1.07B -> $1.39B). IAPD ↗
$1.39B RAUM · 3 reps · 408-257-7711 · spassetmanagement.net
Portfolio / reporting / TAMPCRMFinancial planning software
65
FAMILY WEALTH PLANNING PARTNERS reported RAUM up 53% ($142.3M -> $217.8M). IAPD ↗
$217.8M RAUM · 4 reps · 502-200-5210
Portfolio / reporting / TAMPCRMFinancial planning software
65
PETROS FAMILY WEALTH, LLC reported RAUM up 54% ($150.5M -> $231.4M). IAPD ↗
$231.4M RAUM · 6 reps · (612) 643-9995 · petrosfw.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reported RAUM up 40% ($306.5M -> $428.4M). IAPD ↗
$428.4M RAUM · 5 reps · (502) 873-0522 · legacyfia.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BLUESTEM WEALTH PARTNERS, LLC reported RAUM up 37% ($592.9M -> $811.0M). IAPD ↗
$811.0M RAUM · 33 reps · 612-464-0372
Portfolio / reporting / TAMPCRMFinancial planning software
65
NDURE GLOBAL LLC reported RAUM up 50% ($122.1M -> $183.2M). IAPD ↗
$183.2M RAUM · 1 reps · 917-536-7703 · ndureglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MEANS WEALTH MANAGEMENT reported RAUM up 31% ($743.8M -> $977.0M). IAPD ↗
$977.0M RAUM · 12 reps · 1-207-947-6763 · meanswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. reported RAUM up 31% ($222.0M -> $290.3M). IAPD ↗
$290.3M RAUM · 4 reps · 901-761-5068 · whcfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FINANCIAL CONSULATE reported RAUM up 33% ($590.0M -> $782.3M). IAPD ↗
$782.3M RAUM · 12 reps · 410-823-7283 · financialconsulate.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BUILDER INVESTMENT GROUP reported RAUM up 31% ($580.3M -> $758.8M). IAPD ↗
$758.8M RAUM · 3 reps · 404-233-9341 · big-inc.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
J. L. BAINBRIDGE & CO., INC. reported RAUM up 30% ($740.3M -> $963.5M). IAPD ↗
$963.5M RAUM · 4 reps · 941-365-3435
Portfolio / reporting / TAMPCRMFinancial planning software
64
VAWTER FINANCIAL LTD reported RAUM up 32% ($204.3M -> $268.9M). IAPD ↗
$268.9M RAUM · 4 reps · 614-451-1002
Portfolio / reporting / TAMPCRMFinancial planning software
64
HURLEY FINANCIAL GROUP, INC. reported RAUM up 30% ($231.3M -> $301.6M). IAPD ↗
$301.6M RAUM · 1 reps · 541-757-2331 · hurleyfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
STEGINSKY CAPITAL LLC reported RAUM up 34% ($277.1M -> $369.9M). IAPD ↗
$369.9M RAUM · 1 reps · 212-683-1700 · steginsky.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VALICENTI ADVISORY SERVICES INC reported RAUM up 31% ($502.3M -> $660.4M). IAPD ↗
$660.4M RAUM · 6 reps · 607-734-2665 · valicenti.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
IRON GATE GLOBAL ADVISORS reported RAUM up 34% ($542.7M -> $725.2M). IAPD ↗
$725.2M RAUM · 8 reps · 888-591-0334
Portfolio / reporting / TAMPCRMFinancial planning software
64
MILLENNIUM ADVISORY SERVICES, INC. reported RAUM up 33% ($530.1M -> $707.5M). IAPD ↗
$707.5M RAUM · 18 reps · 804-346-1040 · mas-edu.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VISTA INVESTMENT MANAGEMENT, LLC reported RAUM up 32% ($207.7M -> $273.7M). IAPD ↗
$273.7M RAUM · 4 reps · 412-824-5940 · vista-im.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
NORTHSTAR FINANCIAL COMPANIES, INC. reported RAUM up 35% ($211.0M -> $284.6M). IAPD ↗
$284.6M RAUM · 4 reps · 610-629-6100 · northstarfci.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SAXONY CAPITAL MANAGEMENT, LLC reported RAUM up 47% ($163.1M -> $239.3M). IAPD ↗
$239.3M RAUM · 0 reps · 314-963-9336 · saxonycapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
WISER WEALTH MANAGEMENT, INC reported RAUM up 32% ($233.3M -> $307.9M). IAPD ↗
$307.9M RAUM · 3 reps · 678-905-4450
Portfolio / reporting / TAMPCRMFinancial planning software
64
CAPITAL PRESERVATION PARTNERS, INC. reported RAUM up 34% ($195.8M -> $262.2M). IAPD ↗
$262.2M RAUM · 2 reps · 914-337-2272 · cpp.bz
Portfolio / reporting / TAMPCRMFinancial planning software
64
CONFIDENCE WEALTH MANAGEMENT, LLC reported RAUM up 35% ($198.1M -> $267.1M). IAPD ↗
$267.1M RAUM · 11 reps · 310-824-1000
Portfolio / reporting / TAMPCRMFinancial planning software
64
SEVEN SPRINGS WEALTH GROUP reported RAUM up 33% ($575.5M -> $765.1M). IAPD ↗
$765.1M RAUM · 8 reps · 615-370-1253 · sevenspringswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC reported RAUM up 48% ($80.9M -> $119.7M). IAPD ↗
$119.7M RAUM · 1 reps · 516-249-0060 · myinvestmentinsight.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
GOODWIN INVESTMENT ADVISORY reported RAUM up 35% ($197.0M -> $265.9M). IAPD ↗
$265.9M RAUM · 5 reps · 678-741-2370
Portfolio / reporting / TAMPCRMFinancial planning software
64
PROSTATIS FINANCIAL ADVISORS GROUP reported RAUM up 30% ($310.9M -> $405.0M). IAPD ↗
$405.0M RAUM · 14 reps · 410-863-1040
Portfolio / reporting / TAMPCRMFinancial planning software
64
CAPITAL TRUST ADVISORS reported RAUM up 31% ($251.7M -> $330.0M). IAPD ↗
$330.0M RAUM · 3 reps · (415) 399-9100 · capitaltrustadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FULLEN FINANCIAL GROUP, INC. reported RAUM up 33% ($211.5M -> $282.0M). IAPD ↗
$282.0M RAUM · 4 reps · 614-372-5430 · fullenfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SHARPER & GRANITE LLC reported RAUM up 34% ($224.4M -> $299.9M). IAPD ↗
$299.9M RAUM · 4 reps · 310-426-2909 · sharpergranite.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BROADLEAF PARTNERS, LLC reported RAUM up 33% ($309.7M -> $410.6M). IAPD ↗
$410.6M RAUM · 4 reps · 330-650-0921
Portfolio / reporting / TAMPCRMFinancial planning software
64
5TH STREET ADVISORS, LLC reported RAUM up 34% ($345.8M -> $462.6M). IAPD ↗
$462.6M RAUM · 5 reps · 203-327-1212 · 5thstreetadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
HAVEN PRIVATE reported RAUM up 33% ($250.0M -> $332.5M). IAPD ↗
$332.5M RAUM · 6 reps · 407-982-4550 · havenprivate.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VANCEGRAY WEALTH MANAGEMENT, INC. reported RAUM up 30% ($252.6M -> $328.8M). IAPD ↗
$328.8M RAUM · 3 reps · 207-992-2819 · vancegray.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CARPENTER, CLAYDON ADVISORS, INC. reported RAUM up 31% ($210.0M -> $275.8M). IAPD ↗
$275.8M RAUM · 2 reps · 407-843-0316
Portfolio / reporting / TAMPCRMFinancial planning software
64
NEWPORT CAPITAL GROUP, LLC reported RAUM up 31% ($250.3M -> $326.8M). IAPD ↗
$326.8M RAUM · 8 reps · 732-741-8400
Portfolio / reporting / TAMPCRMFinancial planning software
64
LJI WEALTH MANAGEMENT, LLC reported RAUM up 32% ($647.2M -> $853.2M). IAPD ↗
$853.2M RAUM · 15 reps · 317-466-9702 · ljiwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
PORTFOLIO MEDICS, LLC reported RAUM up 30% ($383.0M -> $499.6M). IAPD ↗
$499.6M RAUM · 75 reps · (239) 444-1766 · portfoliomedics.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLUESTONE® FINANCIAL ADVISORS, LLC reported RAUM up 46% ($100.3M -> $146.4M). IAPD ↗
$146.4M RAUM · 2 reps · (301) 841-0203 · bfa-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
UNITED ADVISORS AMERICA reported RAUM up 34% ($193.7M -> $260.2M). IAPD ↗
$260.2M RAUM · 26 reps · 877-443-0610
Portfolio / reporting / TAMPCRMFinancial planning software
64
BRIDGE CITY CAPITAL, LLC reported RAUM up 32% ($202.8M -> $267.2M). IAPD ↗
$267.2M RAUM · 5 reps · 503-265-8554 · bridgecitycap.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
STRAIGHT PATH WEALTH MANAGEMENT reported RAUM up 34% ($203.2M -> $272.1M). IAPD ↗
$272.1M RAUM · 7 reps · 616-288-3670 · straightpathwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FINANCIAL ADVISORS NETWORK, INC. reported RAUM up 30% ($613.9M -> $799.1M). IAPD ↗
$799.1M RAUM · 11 reps · 714-597-6510
Portfolio / reporting / TAMPCRMFinancial planning software
64
SANDY COVE ADVISORS, LLC reported RAUM up 34% ($362.7M -> $486.4M). IAPD ↗
$486.4M RAUM · 8 reps · 617-622-1500 · sandycoveadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ASPIRE PRIVATE CAPITAL reported RAUM up 31% ($296.2M -> $388.3M). IAPD ↗
$388.3M RAUM · 8 reps · 704-237-9927 · aspireadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FUSION CAPITAL, LLC reported RAUM up 31% ($273.7M -> $359.7M). IAPD ↗
$359.7M RAUM · 4 reps · 843-972-0065
Portfolio / reporting / TAMPCRMFinancial planning software
64
OBJECTIVE CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($293.0M -> $381.7M). IAPD ↗
$381.7M RAUM · 8 reps · 216-469-1231 · ocmwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
TOMPKINS & CO. reported RAUM up 35% ($236.0M -> $318.0M). IAPD ↗
$318.0M RAUM · 1 reps · 303-804-0339
Portfolio / reporting / TAMPCRMFinancial planning software
64
HOBBS GROUP ADVISORS LLC reported RAUM up 34% ($291.0M -> $390.1M). IAPD ↗
$390.1M RAUM · 7 reps · 803-540-3034
Portfolio / reporting / TAMPCRMFinancial planning software
64
BRS FINANCIAL LLC reported RAUM up 47% ($135.9M -> $200.3M). IAPD ↗
$200.3M RAUM · 7 reps · 877-588-3217 · brs-consulting.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" reported RAUM up 33% ($206.8M -> $274.1M). IAPD ↗
$274.1M RAUM · 5 reps · 888-500-9267 · pro-visionwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
OAKWELL PRIVATE WEALTH MANAGEMENT reported RAUM up 32% ($311.2M -> $411.8M). IAPD ↗
$411.8M RAUM · 8 reps · 1-800-55OAKWELL · oakwellpwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
TITAN RETIREMENT ADVISORS LLC reported RAUM up 31% ($275.0M -> $360.0M). IAPD ↗
$360.0M RAUM · 2 reps · 713-239-2866 · investtitan.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ALJIAN CAPITAL MANAGEMENT reported RAUM up 35% ($331.9M -> $446.4M). IAPD ↗
$446.4M RAUM · 3 reps · 707-230-2158 · aljiancapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
PRACTICECFO INVESTMENTS reported RAUM up 34% ($195.6M -> $262.2M). IAPD ↗
$262.2M RAUM · 9 reps · 800-675-2712
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLACK MAPLE CAPITAL MANAGEMENT LP reported RAUM up 31% ($203.8M -> $266.5M). IAPD ↗
$266.5M RAUM · 8 reps · 414-294-7777 · blackmaplecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BENTLEY FINANCIAL GROUP reported RAUM up 49% ($161.0M -> $240.0M). IAPD ↗
$240.0M RAUM · 4 reps · 630-541-6363 · bentleyfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MATHIS WEALTH MANAGEMENT reported RAUM up 46% ($109.7M -> $160.0M). IAPD ↗
$160.0M RAUM · 4 reps · 602-393-0501
Portfolio / reporting / TAMPCRMFinancial planning software
64
OAK HARVEST INVESTMENT SERVICES reported RAUM up 31% ($555.0M -> $728.8M). IAPD ↗
$728.8M RAUM · 22 reps · 281-822-1350 · thegogosisterhood.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
LONG ISLAND WEALTH MANAGEMENT, INC. reported RAUM up 49% ($145.5M -> $217.4M). IAPD ↗
$217.4M RAUM · 1 reps · 516-238-7629 · liwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
WARREN STREET WEALTH ADVISORS, LLC reported RAUM up 30% ($274.6M -> $357.8M). IAPD ↗
$357.8M RAUM · 8 reps · 714-876-6200
Portfolio / reporting / TAMPCRMFinancial planning software
64
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. reported RAUM up 34% ($201.3M -> $270.2M). IAPD ↗
$270.2M RAUM · 19 reps · 860.973.3214 · wjcmllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
WEALTHCOLLAB reported RAUM up 45% ($130.2M -> $189.3M). IAPD ↗
$189.3M RAUM · 1 reps · 206-456-6171
Portfolio / reporting / TAMPCRMFinancial planning software
64
TRADEWAY reported RAUM up 46% ($53.4M -> $77.7M). IAPD ↗
$77.7M RAUM · 17 reps · 877-777-0703 · tradeway.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CULTIVATING WEALTH reported RAUM up 49% ($88.1M -> $131.2M). IAPD ↗
$131.2M RAUM · 5 reps · (646) 693-7451 · napfa.org
Portfolio / reporting / TAMPCRMFinancial planning software
64
ELEMENT POINTE FAMILY OFFICE reported RAUM up 31% ($636.7M -> $836.9M). IAPD ↗
$836.9M RAUM · 10 reps · (786) 655-9790
Portfolio / reporting / TAMPCRMFinancial planning software
64
ARES FINANCIAL CONSULTING LLC reported RAUM up 50% ($124.2M -> $185.9M). IAPD ↗
$185.9M RAUM · 5 reps · 818-986-1479 · aresfinancialconsulting.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ALPHA CAPITAL MANAGEMENT GROUP LLC reported RAUM up 34% ($314.8M -> $421.9M). IAPD ↗
$421.9M RAUM · 4 reps · 303-900-1919 · alphacmg.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC reported RAUM up 31% ($208.9M -> $272.9M). IAPD ↗
$272.9M RAUM · 2 reps · 203-595-5535 · ridgeviewasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SGH WEALTH MANAGEMENT reported RAUM up 31% ($269.4M -> $354.2M). IAPD ↗
$354.2M RAUM · 4 reps · (248) 731-0029
Portfolio / reporting / TAMPCRMFinancial planning software
64
TTP INVESTMENTS, INC. reported RAUM up 34% ($301.5M -> $405.5M). IAPD ↗
$405.5M RAUM · 2 reps · 408-879-0399 · ttp-investments.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
RPATA, LLC reported RAUM up 49% ($39.0M -> $58.0M). IAPD ↗
$58.0M RAUM · 4 reps · 901-421-6300 · revolutionpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ALPINE PRIVATE WEALTH reported RAUM up 31% ($749.7M -> $978.5M). IAPD ↗
$978.5M RAUM · 5 reps · 314-932-1010
Portfolio / reporting / TAMPCRMFinancial planning software
64
MANDARINFISH MANAGEMENT, LLC reported RAUM up 30% ($231.8M -> $301.5M). IAPD ↗
$301.5M RAUM · 1 reps · 401.996.8647
Portfolio / reporting / TAMPCRMFinancial planning software
64
CODE WAECHTER LLC reported RAUM up 33% ($210.3M -> $279.2M). IAPD ↗
$279.2M RAUM · 4 reps · 813-287-8775
Portfolio / reporting / TAMPCRMFinancial planning software
64
BRAVIAS CAPITAL GROUP, LLC reported RAUM up 45% ($117.4M -> $170.4M). IAPD ↗
$170.4M RAUM · 9 reps · 732-702-2600
Portfolio / reporting / TAMPCRMFinancial planning software
64
OPAL WEALTH ADVISORS, LLC reported RAUM up 30% ($633.1M -> $825.9M). IAPD ↗
$825.9M RAUM · 8 reps · 516-388-7980
Portfolio / reporting / TAMPCRMFinancial planning software
64
ERGAWEALTH ADVISORS, INC. reported RAUM up 32% ($200.6M -> $265.1M). IAPD ↗
$265.1M RAUM · 5 reps · (630) 320-2078 · ergawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CREDICORP CAPITAL ADVISORS LLC reported RAUM up 35% ($516.4M -> $694.6M). IAPD ↗
$694.6M RAUM · 7 reps · 305-455-0975 · credicorpcapitalinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VESTIA PERSONAL WEALTH ADVISORS reported RAUM up 30% ($514.0M -> $668.4M). IAPD ↗
$668.4M RAUM · 15 reps · 877-669-1126
Portfolio / reporting / TAMPCRMFinancial planning software
64
TRG ADVISORS, INC. reported RAUM up 33% ($317.7M -> $421.3M). IAPD ↗
$421.3M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CROAK CAPITAL reported RAUM up 49% ($142.9M -> $213.1M). IAPD ↗
$213.1M RAUM · 7 reps · 419-464-7000
Portfolio / reporting / TAMPCRMFinancial planning software
64
MACH-1 FINANCIAL GROUP, LLC reported RAUM up 31% ($270.6M -> $354.4M). IAPD ↗
$354.4M RAUM · 6 reps · 479-876-2100 · mach-1financial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VIRTUS FAMILY OFFICE reported RAUM up 34% ($344.7M -> $460.3M). IAPD ↗
$460.3M RAUM · 1 reps · 915-730-3885 · virtus-usa.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLUE ROCK FINANCIAL GROUP reported RAUM up 32% ($207.3M -> $274.3M). IAPD ↗
$274.3M RAUM · 6 reps · (302) 752-6637
Portfolio / reporting / TAMPCRMFinancial planning software
64
NEW AGE ALPHA ADVISORS, LLC reported RAUM up 49% ($131.4M -> $195.9M). IAPD ↗
$195.9M RAUM · 6 reps · (212) 922-2699 · newagealpha.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VIENNA ASSET MANAGEMENT LLC reported RAUM up 48% ($137.6M -> $204.0M). IAPD ↗
$204.0M RAUM · 1 reps · 408-882-1770 · vamladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
RM PRIVATE WEALTH MANAGEMENT reported RAUM up 49% ($147.8M -> $219.8M). IAPD ↗
$219.8M RAUM · 1 reps · 571-332-7618 · rmpwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
TURNING POINT FINANCIAL reported RAUM up 30% ($238.2M -> $310.0M). IAPD ↗
$310.0M RAUM · 15 reps · 301-846-9336 · tpfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
QUILITY FINANCIAL ADVISORS reported RAUM up 48% ($30.0M -> $44.5M). IAPD ↗
$44.5M RAUM · 6 reps · 321-888-2599
Portfolio / reporting / TAMPCRMFinancial planning software
64
SYNERGY FINANCIAL PARTNERS, LLC reported RAUM up 49% ($148.9M -> $221.7M). IAPD ↗
$221.7M RAUM · 5 reps · 303-399-9999 · sfpdenver.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FERMATA ADVISORS reported RAUM up 33% ($733.8M -> $973.8M). IAPD ↗
$973.8M RAUM · 12 reps · (707) 938-7414 · richfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BR WEALTH MANAGEMENT reported RAUM up 31% ($197.1M -> $259.0M). IAPD ↗
$259.0M RAUM · 3 reps · 208-258-2540 · brwealthmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
TRIAGEN WEALTH MANAGEMENT LLC reported RAUM up 30% ($288.1M -> $375.0M). IAPD ↗
$375.0M RAUM · 2 reps · 818-732-8553
Portfolio / reporting / TAMPCRMFinancial planning software
64
CAPSHIFT ADVISORS reported RAUM up 31% ($276.2M -> $363.1M). IAPD ↗
$363.1M RAUM · 8 reps · 617-865-5096 · capshift.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CARBON COLLECTIVE INVESTING, LLC reported RAUM up 47% ($83.5M -> $122.9M). IAPD ↗
$122.9M RAUM · 3 reps · 925-268-8041 · carboncollectivefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
THE CLARUS GROUP reported RAUM up 33% ($600.1M -> $798.0M). IAPD ↗
$798.0M RAUM · 8 reps · 713-621-3500
Portfolio / reporting / TAMPCRMFinancial planning software
64
VENATOR MANAGEMENT LLC reported RAUM up 31% ($281.5M -> $367.7M). IAPD ↗
$367.7M RAUM · 2 reps · 412-586-3747 · venatormanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ABICH FINANCIAL WEALTH MANAGEMENT, LLC reported RAUM up 50% ($100.3M -> $150.1M). IAPD ↗
$150.1M RAUM · 4 reps · (571) 577-9968
Portfolio / reporting / TAMPCRMFinancial planning software
64
CARROLL INVESTORS, INC. reported RAUM up 46% ($102.9M -> $150.4M). IAPD ↗
$150.4M RAUM · 2 reps · 843-352-4963
Portfolio / reporting / TAMPCRMFinancial planning software
64
REDWOOD PRIVATE WEALTH reported RAUM up 31% ($204.3M -> $267.6M). IAPD ↗
$267.6M RAUM · 56 reps · 480-646-3504
Portfolio / reporting / TAMPCRMFinancial planning software
64
HILL ISLAND FINANCIAL LLC reported RAUM up 35% ($331.6M -> $446.6M). IAPD ↗
$446.6M RAUM · 5 reps · (616) 977-2639 · hillislandfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
UTA LLC reported RAUM up 47% ($98.1M -> $144.7M). IAPD ↗
$144.7M RAUM · 2 reps · 360.360.0344 · uptownadv.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
HORIZON FAMILY WEALTH, INC. reported RAUM up 47% ($150.2M -> $220.7M). IAPD ↗
$220.7M RAUM · 1 reps · 312-442-9192 · horizonfamilywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
AMERICAN FUNDSTARS reported RAUM up 48% ($119.3M -> $177.1M). IAPD ↗
$177.1M RAUM · 6 reps · 949-877-8838 · americanfundstars.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
EATON FINANCIAL GROUP reported RAUM up 34% ($322.4M -> $432.8M). IAPD ↗
$432.8M RAUM · 9 reps · 954-575-9323 · palmwealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
25 FINANCIAL reported RAUM up 34% ($304.7M -> $408.5M). IAPD ↗
$408.5M RAUM · 9 reps · 314-530-2858 · 25financial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
HIBERNIA WEALTH PARTNERS, LLC reported RAUM up 32% ($219.2M -> $289.0M). IAPD ↗
$289.0M RAUM · 7 reps · 225-778-7972 · hiberniawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FIDELIS CAPITAL reported RAUM up 32% ($697.3M -> $917.2M). IAPD ↗
$917.2M RAUM · 11 reps · 813-934-6246
Portfolio / reporting / TAMPCRMFinancial planning software
64
OCTOGONE NA reported RAUM up 31% ($288.6M -> $378.6M). IAPD ↗
$378.6M RAUM · 7 reps · 305-677-9559 · focusfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
RAI WEALTH reported RAUM up 35% ($242.3M -> $326.1M). IAPD ↗
$326.1M RAUM · 5 reps · 6307338434 · raiwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
UAS ASSET MANAGEMENT reported RAUM up 27% ($324.9M -> $413.9M). IAPD ↗
$413.9M RAUM · 3 reps · 212-983-5822 · uasam.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CASCADE INVESTMENT GROUP, INC. reported RAUM up 27% ($268.5M -> $341.9M). IAPD ↗
$341.9M RAUM · 5 reps · 719-632-0818
Portfolio / reporting / TAMPCRMFinancial planning software
63
CHARTER CAPITAL MANAGEMENT, INC reported RAUM up 26% ($283.2M -> $355.9M). IAPD ↗
$355.9M RAUM · 5 reps · 414-257-3700 · chartercapital.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
THOMAS WRIGHT ASSET MANAGEMENT, INC. reported RAUM up 28% ($230.9M -> $295.4M). IAPD ↗
$295.4M RAUM · 1 reps · 843-971-4265 · investwright.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
TRUSTMONT ADVISORY GROUP, INC. reported RAUM up 27% ($722.8M -> $919.4M). IAPD ↗
$919.4M RAUM · 60 reps · 724-468-5665
Portfolio / reporting / TAMPCRMFinancial planning software
63
ELDRIDGE INVESTMENT ADVISORS INC reported RAUM up 26% ($585.2M -> $735.3M). IAPD ↗
$735.3M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
INTRACK INVESTMENT MANAGEMENT, INC. reported RAUM up 27% ($207.3M -> $264.2M). IAPD ↗
$264.2M RAUM · 3 reps · 802-658-0625 · intrackinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CORNERSTONE WEALTH MANAGEMENT reported RAUM up 28% ($329.9M -> $421.0M). IAPD ↗
$421.0M RAUM · 5 reps · 440-899-4000 · cornerstonewealthmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
REGENCY INVESTMENT ADVISORS INC reported RAUM up 29% ($678.9M -> $877.3M). IAPD ↗
$877.3M RAUM · 8 reps · 559-438-2640 · regencyinvests.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OAK RIDGE INVESTMENTS, LLC reported RAUM up 27% ($708.4M -> $899.9M). IAPD ↗
$899.9M RAUM · 8 reps · 312-857-1040
Portfolio / reporting / TAMPCRMFinancial planning software
63
NAVELLIER & ASSOCIATES INC reported RAUM up 27% ($661.2M -> $840.1M). IAPD ↗
$840.1M RAUM · 4 reps · 775-785-2300 · navellier.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PERRYMAN FINANCIAL ADVISORY, INC. reported RAUM up 29% ($520.9M -> $670.3M). IAPD ↗
$670.3M RAUM · 5 reps · 972-770-4800 · billperryman.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LEGEND FINANCIAL ADVISORS INC reported RAUM up 25% ($246.6M -> $308.5M). IAPD ↗
$308.5M RAUM · 4 reps · 412-635-9210 · legend-financial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ARDENT CAPITAL MANAGEMENT, INC. reported RAUM up 26% ($234.2M -> $294.0M). IAPD ↗
$294.0M RAUM · 2 reps · 513-831-9393 · ardentcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
INTREPID CAPITAL MANAGEMENT INC reported RAUM up 29% ($590.2M -> $762.5M). IAPD ↗
$762.5M RAUM · 10 reps · 904-246-3433
Portfolio / reporting / TAMPCRMFinancial planning software
63
FINANCIAL INSIGHTS reported RAUM up 27% ($621.1M -> $789.1M). IAPD ↗
$789.1M RAUM · 10 reps · (253) 627-6010
Portfolio / reporting / TAMPCRMFinancial planning software
63
FLC CAPITAL ADVISORS reported RAUM up 25% ($519.0M -> $651.1M). IAPD ↗
$651.1M RAUM · 4 reps · 760-779-8110 · flccapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
IMA WEALTH reported RAUM up 26% ($721.3M -> $911.6M). IAPD ↗
$911.6M RAUM · 19 reps · 316-266-6574 · imacorp.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STUART CHAUSSÉE & ASSOCIATES, INC. reported RAUM up 27% ($286.0M -> $363.6M). IAPD ↗
$363.6M RAUM · 1 reps · (310) 373-3732 · preservingwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WHITE ROCK CAPITAL reported RAUM up 43% ($68.2M -> $97.3M). IAPD ↗
$97.3M RAUM · 2 reps · 214-526-1465
Portfolio / reporting / TAMPCRMFinancial planning software
63
PROFESSIONAL FINANCIAL SOLUTIONS, LLC reported RAUM up 25% ($228.7M -> $286.1M). IAPD ↗
$286.1M RAUM · 5 reps · 703-385-0870 · profinancialsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CAPITAL CITIES INVESTMENTS reported RAUM up 28% ($211.7M -> $270.5M). IAPD ↗
$270.5M RAUM · 19 reps · 317-475-4500 · capitalcitiesinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE CAPITAL CHART ROOM, LTD reported RAUM up 30% ($260.8M -> $338.7M). IAPD ↗
$338.7M RAUM · 5 reps · 817-801-6455 · thecapitalchartroom.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
UHLMANN INVESTMENT MANAGEMENT, L.L.C. reported RAUM up 45% ($163.8M -> $237.1M). IAPD ↗
$237.1M RAUM · 9 reps · 312-264-4400 · upsecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FINANCIAL FREEDOM reported RAUM up 27% ($309.2M -> $391.6M). IAPD ↗
$391.6M RAUM · 2 reps · 513-697-6400 · finfree.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
RESOURCE FINANCIAL GROUP, LTD. reported RAUM up 28% ($363.8M -> $464.1M). IAPD ↗
$464.1M RAUM · 2 reps · 847-256-7495 · rfgltd.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OJM GROUP, LLC reported RAUM up 26% ($571.8M -> $721.7M). IAPD ↗
$721.7M RAUM · 8 reps · 513-791-7525
Portfolio / reporting / TAMPCRMFinancial planning software
63
PLANNING DIRECTIONS, INC. reported RAUM up 26% ($334.4M -> $422.8M). IAPD ↗
$422.8M RAUM · 4 reps · 610-361-0865
Portfolio / reporting / TAMPCRMFinancial planning software
63
PRIVATE CLIENT SERVICES, LLC reported RAUM up 28% ($663.1M -> $845.8M). IAPD ↗
$845.8M RAUM · 50 reps · 502-451-0600 · kfg.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PREMIER WEALTH ADVISORS, LLC reported RAUM up 26% ($343.3M -> $431.8M). IAPD ↗
$431.8M RAUM · 7 reps · 212-752-4343 · yourpremierwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LIGHTHOUSE FINANCIAL ADVISORS, INC. reported RAUM up 26% ($567.4M -> $713.8M). IAPD ↗
$713.8M RAUM · 5 reps · (732) 747-6680
Portfolio / reporting / TAMPCRMFinancial planning software
63
PILLAR FINANCIAL ADVISORS, LLC reported RAUM up 28% ($229.1M -> $293.8M). IAPD ↗
$293.8M RAUM · 5 reps · 502-384-3890 · pillar.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
ALPHA FINANCIAL ADVISORS, LLC reported RAUM up 26% ($353.6M -> $444.1M). IAPD ↗
$444.1M RAUM · 8 reps · 704-716-1100 · alphafa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MPS-LORIA FINANCIAL PLANNERS,LLC reported RAUM up 27% ($544.1M -> $692.3M). IAPD ↗
$692.3M RAUM · 5 reps · 630-887-4404 · mpsloria.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HELLER WEALTH MANAGEMENT reported RAUM up 26% ($301.5M -> $381.0M). IAPD ↗
$381.0M RAUM · 3 reps · 631-248-3600
Portfolio / reporting / TAMPCRMFinancial planning software
63
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. reported RAUM up 28% ($227.9M -> $292.8M). IAPD ↗
$292.8M RAUM · 2 reps · 859-223-6333
Portfolio / reporting / TAMPCRMFinancial planning software
63
PRIVATE CAPITAL ADVISORS, INC. reported RAUM up 29% ($614.4M -> $793.9M). IAPD ↗
$793.9M RAUM · 2 reps · 347-960-4520 · privatecapitaladv.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HIGHLAND FINANCIAL ADVISORS, LLC reported RAUM up 29% ($332.9M -> $430.4M). IAPD ↗
$430.4M RAUM · 9 reps · 973-557-2933 · highlandplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
GOLDSTEIN CAPITAL CORP. reported RAUM up 27% ($263.6M -> $333.7M). IAPD ↗
$333.7M RAUM · 2 reps · 212-750-7450 · goldsteincapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DCM ADVISORS, LLC reported RAUM up 29% ($271.2M -> $349.8M). IAPD ↗
$349.8M RAUM · 9 reps · 917-386-6260
Portfolio / reporting / TAMPCRMFinancial planning software
63
SEASCAPE CAPITAL MANAGEMENT,LLC reported RAUM up 25% ($281.5M -> $353.1M). IAPD ↗
$353.1M RAUM · 3 reps · (603)964-4480 · seascape-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE INSTITUTE reported RAUM up 27% ($731.8M -> $926.9M). IAPD ↗
$926.9M RAUM · 1 reps · 303-572-3500 · secure.iwm401k.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KCD FINANCIAL, INC. reported RAUM up 41% ($123.8M -> $175.1M). IAPD ↗
$175.1M RAUM · 25 reps · 920-347-3400 · kcdfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MEZZASALMA ADVISORS reported RAUM up 43% ($161.0M -> $231.0M). IAPD ↗
$231.0M RAUM · 1 reps · 732-842-1120 · mezzadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HOMAN WEALTH ADVISORS, LLC reported RAUM up 27% ($214.1M -> $271.1M). IAPD ↗
$271.1M RAUM · 4 reps · 402-763-6401 · homanwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DEAN FINANCIAL SERVICES reported RAUM up 29% ($206.5M -> $266.8M). IAPD ↗
$266.8M RAUM · 4 reps · 937-222-9531 · chdean.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WEALTHCREST FINANCIAL SERVICES, LLC reported RAUM up 26% ($295.3M -> $371.9M). IAPD ↗
$371.9M RAUM · 5 reps · 703-372-1717 · wealthcrest.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STERLING WEALTH MANAGEMENT, INC. reported RAUM up 27% ($283.0M -> $360.6M). IAPD ↗
$360.6M RAUM · 6 reps · 217-398-1900
Portfolio / reporting / TAMPCRMFinancial planning software
63
SILVERLEAFE CAPITAL PARTNERS, LLC reported RAUM up 30% ($311.2M -> $403.4M). IAPD ↗
$403.4M RAUM · 4 reps · 901-259-3345 · silverleafe.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CONWAY CAPITAL MANAGEMENT, INC. reported RAUM up 43% ($130.1M -> $186.0M). IAPD ↗
$186.0M RAUM · 1 reps · 213-434-1145
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 25% ($534.9M -> $670.7M). IAPD ↗
$670.7M RAUM · 9 reps · 610-825-3540
Portfolio / reporting / TAMPCRMFinancial planning software
63
GENERATIONAL WEALTH ADVISORS reported RAUM up 30% ($282.6M -> $366.0M). IAPD ↗
$366.0M RAUM · 10 reps · 972-378-1795
Portfolio / reporting / TAMPCRMFinancial planning software
63
CEERA INVESTMENTS, LLC reported RAUM up 30% ($252.6M -> $328.4M). IAPD ↗
$328.4M RAUM · 1 reps · 713-364 6770 · ceera.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DASH INVESTMENTS reported RAUM up 25% ($341.6M -> $427.1M). IAPD ↗
$427.1M RAUM · 5 reps · 800-549-3227
Portfolio / reporting / TAMPCRMFinancial planning software
63
SOCIUS FAMILY OFFICE, LLC reported RAUM up 26% ($728.2M -> $915.0M). IAPD ↗
$915.0M RAUM · 7 reps · 561-404-0484 · socius.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LOGIC CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($227.3M -> $294.1M). IAPD ↗
$294.1M RAUM · 3 reps · 713-781-1475 · logiccapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DAI WEALTH, LLC reported RAUM up 41% ($108.0M -> $152.5M). IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
COASTWISE CAPITAL GROUP, LLC reported RAUM up 41% ($116.4M -> $164.3M). IAPD ↗
$164.3M RAUM · 4 reps · 858-454-6670
Portfolio / reporting / TAMPCRMFinancial planning software
63
VERIPAX WEALTH MANAGEMENT, INC. reported RAUM up 26% ($230.5M -> $289.7M). IAPD ↗
$289.7M RAUM · 2 reps · 916-358-5635 · veripax.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
PEACHTREE WEALTH ADVISORS, INC reported RAUM up 28% ($215.3M -> $275.6M). IAPD ↗
$275.6M RAUM · 2 reps · 404-531-0965 · peachtreewa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ALPENGLOBAL CAPITAL, LLC reported RAUM up 44% ($91.5M -> $132.2M). IAPD ↗
$132.2M RAUM · 1 reps · 415-424-4005 XT. 21 · alpenglobalcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CONCORDE ASSET MANAGEMENT, LLC reported RAUM up 29% ($305.7M -> $395.1M). IAPD ↗
$395.1M RAUM · 67 reps · 248-824-6710 · concordeis.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
JACOBSON & SCHMITT ADVISORS, LLC reported RAUM up 27% ($364.4M -> $461.2M). IAPD ↗
$461.2M RAUM · 11 reps · (608) 662-7500
Portfolio / reporting / TAMPCRMFinancial planning software
63
J.J. BURNS & COMPANY reported RAUM up 26% ($700.3M -> $885.3M). IAPD ↗
$885.3M RAUM · 6 reps · 631-390-0500
Portfolio / reporting / TAMPCRMFinancial planning software
63
MERIT FINANCIAL PARTNERS LLC reported RAUM up 28% ($200.8M -> $257.1M). IAPD ↗
$257.1M RAUM · 5 reps · 718-898-0871 · meritfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STARFOX FINANCIAL SERVICES, LLC reported RAUM up 30% ($195.3M -> $252.9M). IAPD ↗
$252.9M RAUM · 3 reps · 281-764-8239
Portfolio / reporting / TAMPCRMFinancial planning software
63
STEWART WEALTH MANAGEMENT, INC. reported RAUM up 27% ($344.3M -> $438.1M). IAPD ↗
$438.1M RAUM · 3 reps · 415-499-1544 · stewartwealthmgt.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CYPRESS POINT WEALTH MANAGEMENT, LLC reported RAUM up 30% ($615.9M -> $797.7M). IAPD ↗
$797.7M RAUM · 3 reps · 214-736-8887 · cypresspointwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLACK DIAMOND FINANCIAL, LLC reported RAUM up 28% ($545.9M -> $701.4M). IAPD ↗
$701.4M RAUM · 9 reps · 443-841-7772 · blackdfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MCILRATH & ECK, LLC reported RAUM up 29% ($649.4M -> $839.6M). IAPD ↗
$839.6M RAUM · 6 reps · (360) 657-8600 · mcilratheck.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC reported RAUM up 29% ($352.7M -> $454.6M). IAPD ↗
$454.6M RAUM · 8 reps · 877-213-7233 · safeguardinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ALTERNA WEALTH MANAGEMENT, INC. reported RAUM up 29% ($666.2M -> $861.0M). IAPD ↗
$861.0M RAUM · 14 reps · 713-885-9843 · alternawealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FAMILY FIDUCIARY SERVICES, INC. reported RAUM up 41% ($123.5M -> $174.7M). IAPD ↗
$174.7M RAUM · 7 reps · 978-922-0050 · familyfiduciary.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
LIGHTHOUSE RETIREMENT reported RAUM up 44% ($96.6M -> $139.0M). IAPD ↗
$139.0M RAUM · 1 reps · 772-299-7169 · lighthouseretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
NIXON CAPITAL LLC reported RAUM up 29% ($199.0M -> $256.3M). IAPD ↗
$256.3M RAUM · 4 reps · 512.354.2491 · nixoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE ETF STORE, INC. reported RAUM up 27% ($205.1M -> $259.6M). IAPD ↗
$259.6M RAUM · 9 reps · 877-365-3837
Portfolio / reporting / TAMPCRMFinancial planning software
63
OLD WEST INVESTMENT MANAGEMENT, LLC reported RAUM up 26% ($319.6M -> $401.9M). IAPD ↗
$401.9M RAUM · 7 reps · (213) 943-1740 · oldwestim.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OLD NORTH STATE WEALTH MANAGEMENT, LLC reported RAUM up 26% ($265.9M -> $335.2M). IAPD ↗
$335.2M RAUM · 6 reps · 910-509-3800 · thefamilycfo.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. reported RAUM up 26% ($549.1M -> $689.1M). IAPD ↗
$689.1M RAUM · 6 reps · (920) 882-5299
Portfolio / reporting / TAMPCRMFinancial planning software
63
GIVERNY CAPITAL ADVISORS reported RAUM up 27% ($258.2M -> $329.1M). IAPD ↗
$329.1M RAUM · 2 reps · 609-759-1250
Portfolio / reporting / TAMPCRMFinancial planning software
63
FOUNTAINHEAD FINANCIAL, LLC reported RAUM up 30% ($264.3M -> $342.6M). IAPD ↗
$342.6M RAUM · 2 reps · 312-222-9840 · fountainheadfinancial.us
Portfolio / reporting / TAMPCRMFinancial planning software
63
IRONWOOD FINANCIAL, LLC reported RAUM up 25% ($364.2M -> $456.5M). IAPD ↗
$456.5M RAUM · 7 reps · 520-318-4600 · ironwoodfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ANDINA FAMILY OFFICES reported RAUM up 26% ($642.1M -> $808.5M). IAPD ↗
$808.5M RAUM · 10 reps · 801-653-0564 · andinaadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ACUMEN FINANCIAL ADVISORS, LLC reported RAUM up 27% ($306.1M -> $390.1M). IAPD ↗
$390.1M RAUM · 1 reps · 952-521-1625
Portfolio / reporting / TAMPCRMFinancial planning software
63
BROOKSTONE ASSET MANAGEMENT, LLC reported RAUM up 333% ($88.9M -> $384.9M). IAPD ↗institutional
$384.9M RAUM · 5 reps · 630-653-1400 · formulafoliofunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SOUTHLAND EQUITY PARTNERS, LLC. reported RAUM up 26% ($505.1M -> $636.4M). IAPD ↗
$636.4M RAUM · 21 reps · 770.998.5879 · westernreservecm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WESTSIDE INVESTMENT MANAGEMENT, LLC reported RAUM up 29% ($511.5M -> $659.4M). IAPD ↗
$659.4M RAUM · 8 reps · 310-315-9400
Portfolio / reporting / TAMPCRMFinancial planning software
63
JT STRATFORD, LLC reported RAUM up 26% ($510.6M -> $644.9M). IAPD ↗
$644.9M RAUM · 14 reps · 770-534-6046
Portfolio / reporting / TAMPCRMFinancial planning software
63
BEACON CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($673.1M -> $859.2M). IAPD ↗
$859.2M RAUM · 17 reps · 615-224-9794
Portfolio / reporting / TAMPCRMFinancial planning software
63
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. reported RAUM up 68% ($21.13B -> $35.52B). IAPD ↗institutional
$35.52B RAUM · 59 reps · 646-231-4000
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLUESTONE CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($224.7M -> $281.0M). IAPD ↗
$281.0M RAUM · 4 reps · 610-337-6500 · bluestonecm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BENCHMARK INVESTMENT ADVISORS LLC reported RAUM up 28% ($211.0M -> $270.2M). IAPD ↗
$270.2M RAUM · 4 reps · 312-552-7160 · trustbenchmark.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PARSONEX ADVISORY SERVICES, INC. reported RAUM up 43% ($106.1M -> $151.6M). IAPD ↗
$151.6M RAUM · 2 reps · 303-662-8700 · parsonexadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
IRON HORSE WEALTH MANAGEMENT, LLC reported RAUM up 27% ($336.8M -> $426.3M). IAPD ↗
$426.3M RAUM · 6 reps · 515-779-6250 · ironhorsewm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FIRST ADVISORS NATIONAL, LLC reported RAUM up 28% ($350.4M -> $448.3M). IAPD ↗
$448.3M RAUM · 69 reps · 1-855-326-7427 · fanria.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE PILLAR STRATEGIES reported RAUM up 44% ($92.7M -> $133.3M). IAPD ↗
$133.3M RAUM · 3 reps · 908-782-0001
Portfolio / reporting / TAMPCRMFinancial planning software
63
ARAGON CAPITAL LLC reported RAUM up 41% ($148.9M -> $209.9M). IAPD ↗
$209.9M RAUM · 11 reps · (786) 529-6540 · aragoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HD MONEY, INC. reported RAUM up 41% ($160.0M -> $225.9M). IAPD ↗
$225.9M RAUM · 5 reps · 941-925-2121 · hdmoneyinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
NEWFRONT RETIREMENT SERVICES, INC. reported RAUM up 122% ($165.2M -> $366.8M). IAPD ↗institutional
$366.8M RAUM · 20 reps · 415-754-3635 · newfront.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STERLING RETIREMENT GROUP OF SACRAMENTO reported RAUM up 44% ($112.0M -> $161.0M). IAPD ↗
$161.0M RAUM · 1 reps · 916-724-1702
Portfolio / reporting / TAMPCRMFinancial planning software
63
IBEX WEALTH ADVISORS, LLC reported RAUM up 28% ($554.8M -> $709.7M). IAPD ↗
$709.7M RAUM · 5 reps · 908-849-4800 · philiprongo.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KERBERROSE WEALTH MANAGEMENT, LLC reported RAUM up 27% ($592.8M -> $752.3M). IAPD ↗
$752.3M RAUM · 12 reps · 715.526.9400
Portfolio / reporting / TAMPCRMFinancial planning software
63
TROXELL FINANCIAL reported RAUM up 26% ($665.9M -> $840.9M). IAPD ↗
$840.9M RAUM · 5 reps · (217) 321-3210 · troxellfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FOURTHSTONE LLC reported RAUM up 25% ($614.4M -> $768.8M). IAPD ↗
$768.8M RAUM · 6 reps · (800) 771-8071
Portfolio / reporting / TAMPCRMFinancial planning software
63
SECURE FINANCIAL MANAGEMENT reported RAUM up 27% ($220.9M -> $281.4M). IAPD ↗
$281.4M RAUM · 2 reps · 210-428-6250
Portfolio / reporting / TAMPCRMFinancial planning software
63
SUMMIT GROUP RETIREMENT PLANNERS, INC. reported RAUM up 26% ($206.0M -> $259.6M). IAPD ↗
$259.6M RAUM · 3 reps · 484-467-7899 · sgretirementplanners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FLOURISH WEALTH MANAGEMENT INC. reported RAUM up 27% ($258.9M -> $327.8M). IAPD ↗
$327.8M RAUM · 4 reps · (952) 392-4474
Portfolio / reporting / TAMPCRMFinancial planning software
63
ATLANTIC FAMILY WEALTH, LLC reported RAUM up 40% ($135.1M -> $189.8M). IAPD ↗
$189.8M RAUM · 1 reps · 305-222-0977 · atlanticfamilywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MFA WEALTH ADVISORS, LLC reported RAUM up 26% ($379.1M -> $479.3M). IAPD ↗
$479.3M RAUM · 9 reps · 412-343-8700
Portfolio / reporting / TAMPCRMFinancial planning software
63
MADISON PARK CAPITAL ADVISORS, LLC reported RAUM up 26% ($206.0M -> $259.4M). IAPD ↗
$259.4M RAUM · 5 reps · 206-623-6722
Portfolio / reporting / TAMPCRMFinancial planning software
63
SAGE PRIVATE WEALTH GROUP, LLC reported RAUM up 27% ($286.4M -> $364.4M). IAPD ↗
$364.4M RAUM · 13 reps · 630-933-0000
Portfolio / reporting / TAMPCRMFinancial planning software
63
NAVIGATE WEALTH MANAGEMENT, LLC reported RAUM up 30% ($226.6M -> $294.5M). IAPD ↗
$294.5M RAUM · 7 reps · 205-224-9500 · navigatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
TUCKER ASSET MANAGEMENT LLC reported RAUM up 29% ($369.4M -> $476.5M). IAPD ↗
$476.5M RAUM · 78 reps · 303-734-1234 · tuckeram.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
NATIONAL WEALTH MANAGEMENT GROUP, LLC reported RAUM up 27% ($234.1M -> $296.9M). IAPD ↗
$296.9M RAUM · 17 reps · 513-772-2592 · nwmgllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE GLEASON GROUP, INC. reported RAUM up 28% ($615.8M -> $785.4M). IAPD ↗
$785.4M RAUM · 5 reps · (502) 882-7300
Portfolio / reporting / TAMPCRMFinancial planning software
63
MOUNTAIN HILL INVESTMENT PARTNERS reported RAUM up 28% ($268.2M -> $343.0M). IAPD ↗
$343.0M RAUM · 3 reps · 732-291-3188 · mhipartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CHEQUERS FINANCIAL MANAGEMENT LLC reported RAUM up 26% ($642.9M -> $812.0M). IAPD ↗
$812.0M RAUM · 5 reps · 415-964-5001
Portfolio / reporting / TAMPCRMFinancial planning software
63
BEACON FINANCIAL PLANNING, INC reported RAUM up 28% ($244.4M -> $311.8M). IAPD ↗
$311.8M RAUM · 5 reps · 508-790-7039 · beaconfinancialplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DIVERSIFI CAPITAL LLC reported RAUM up 27% ($226.5M -> $287.6M). IAPD ↗
$287.6M RAUM · 7 reps · 650-632-5667
Portfolio / reporting / TAMPCRMFinancial planning software
63
SEASIDE WEALTH MANAGEMENT, INC. reported RAUM up 27% ($223.8M -> $284.8M). IAPD ↗
$284.8M RAUM · 5 reps · (760) 730-8120 · seasidewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KFA PRIVATE WEALTH GROUP, LLC reported RAUM up 25% ($625.9M -> $784.5M). IAPD ↗
$784.5M RAUM · 12 reps · 571-386-2029
Portfolio / reporting / TAMPCRMFinancial planning software
63
MAIN MANAGEMENT FUND ADVISORS, LLC reported RAUM up 129% ($162.0M -> $370.5M). IAPD ↗institutional
$370.5M RAUM · 16 reps · 415-217-5800 · mainmgtetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
COMPTON WEALTH ADVISORY GROUP, LLC reported RAUM up 26% ($506.6M -> $637.2M). IAPD ↗
$637.2M RAUM · 3 reps · 757-351-0741 · comptonwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
GORDIAN WEALTH ADVISORS, LLC reported RAUM up 27% ($270.9M -> $342.7M). IAPD ↗
$342.7M RAUM · 4 reps · 833-467-3426 · gordianwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
POLARIS FINANCIAL, LLC reported RAUM up 43% ($24.0M -> $34.4M). IAPD ↗
$34.4M RAUM · 2 reps · 7089960213 · polarisportfolios.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STANSBERRY ASSET MANAGEMENT, LLC reported RAUM up 29% ($678.0M -> $875.5M). IAPD ↗
$875.5M RAUM · 6 reps · 646-854-4370 · stansberryam.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OLIO FINANCIAL PLANNING reported RAUM up 28% ($321.4M -> $412.7M). IAPD ↗
$412.7M RAUM · 7 reps · 703.459.9299
Portfolio / reporting / TAMPCRMFinancial planning software
63
ACUMEN WEALTH ADVISORS, LLC reported RAUM up 26% ($338.5M -> $427.3M). IAPD ↗
$427.3M RAUM · 10 reps · 423-825-4796 · acumenwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
NICHOLAS WEALTH MANAGEMENT reported RAUM up 43% ($142.4M -> $203.1M). IAPD ↗
$203.1M RAUM · 6 reps · 404-890-5606
Portfolio / reporting / TAMPCRMFinancial planning software
63
SWITCHPOINT FINANCIAL PLANNING LLC reported RAUM up 45% ($156.9M -> $227.4M). IAPD ↗
$227.4M RAUM · 3 reps · 801.753.8538
Portfolio / reporting / TAMPCRMFinancial planning software
63
GLEN EAGLE ADVISORS, LLC reported RAUM up 25% ($569.7M -> $714.2M). IAPD ↗
$714.2M RAUM · 17 reps · 609-631-8231
Portfolio / reporting / TAMPCRMFinancial planning software
63
CENTERSTONE INVESTORS LLC reported RAUM up 110% ($228.0M -> $479.0M). IAPD ↗institutional
$479.0M RAUM · 4 reps · 212-503-5789 · centerstoneinv.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
17 CAPITAL PARTNERS, LLC reported RAUM up 43% ($129.2M -> $184.8M). IAPD ↗
$184.8M RAUM · 2 reps · (602) 718-1177 · 17capitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ARLINGTON FINANCIAL ADVISORS, LLC reported RAUM up 28% ($740.7M -> $944.5M). IAPD ↗
$944.5M RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LEGACY FINANCIAL STRATEGIES, LLC reported RAUM up 27% ($508.7M -> $645.6M). IAPD ↗
$645.6M RAUM · 12 reps · 913-403-0600 · legacykc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LOKKEN INVESTMENT GROUP, LLC reported RAUM up 28% ($235.8M -> $301.9M). IAPD ↗
$301.9M RAUM · 4 reps · 302-645-6650
Portfolio / reporting / TAMPCRMFinancial planning software
63
CENTRAL FAMILY ADVISORS, LLC reported RAUM up 29% ($332.1M -> $428.6M). IAPD ↗
$428.6M RAUM · 3 reps · 917-993-7115 · cenfam.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WEALTH ADVISORS NW reported RAUM up 29% ($204.7M -> $264.1M). IAPD ↗
$264.1M RAUM · 6 reps · 971-249-9930
Portfolio / reporting / TAMPCRMFinancial planning software
63
TEMPUS WEALTH PLANNING, LLC reported RAUM up 28% ($312.4M -> $400.5M). IAPD ↗
$400.5M RAUM · 10 reps · 949-393-2525
Portfolio / reporting / TAMPCRMFinancial planning software
63
FLAGSTONE FINANCIAL MANAGEMENT, LLC reported RAUM up 26% ($252.5M -> $318.0M). IAPD ↗
$318.0M RAUM · 3 reps · 402-413-0440
Portfolio / reporting / TAMPCRMFinancial planning software
63
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. reported RAUM up 27% ($331.4M -> $422.0M). IAPD ↗
$422.0M RAUM · 12 reps · 866-405-1031 · askglobalwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
REVOLVE WEALTH PARTNERS, LLC reported RAUM up 27% ($657.3M -> $837.6M). IAPD ↗
$837.6M RAUM · 13 reps · 201-373-2163
Portfolio / reporting / TAMPCRMFinancial planning software
63
INVICTA FINANCIAL GROUP reported RAUM up 27% ($197.6M -> $251.0M). IAPD ↗
$251.0M RAUM · 9 reps · 928-344-8000 · invictafg.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FIRST OAK WEALTH MANAGEMENT, LLC reported RAUM up 28% ($197.2M -> $252.8M). IAPD ↗
$252.8M RAUM · 3 reps · 919-421-1555
Portfolio / reporting / TAMPCRMFinancial planning software
63
FINANCIAL PARTNERS GROUP, INC. reported RAUM up 26% ($682.0M -> $859.7M). IAPD ↗
$859.7M RAUM · 9 reps · 913-826-6982
Portfolio / reporting / TAMPCRMFinancial planning software
63
PRACTICE FINANCIAL GROUP reported RAUM up 27% ($232.9M -> $295.4M). IAPD ↗
$295.4M RAUM · 5 reps · (541) 973-2602 · practicefinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SHADE TREE ADVISORS LLC reported RAUM up 28% ($619.0M -> $794.7M). IAPD ↗
$794.7M RAUM · 23 reps · 518-290-9460 · shadetreeadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LIVELIFE CAPITAL PARTNERS LLC reported RAUM up 29% ($220.0M -> $283.1M). IAPD ↗
$283.1M RAUM · 4 reps · (978) 315-0230 · livelifecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ROYAL OAK FINANCIAL ADVISORS, LLC reported RAUM up 30% ($192.7M -> $250.0M). IAPD ↗
$250.0M RAUM · 6 reps · 248-709-6134
Portfolio / reporting / TAMPCRMFinancial planning software
63
OAKTREE FUND ADVISORS, LLC reported RAUM up 68% ($5.65B -> $9.51B). IAPD ↗institutional
$9.51B RAUM · 262 reps · 213-830-6300 · osc.brookfieldoaktree.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FORTRESS PRIVATE LEDGER, LLC reported RAUM up 42% ($141.7M -> $200.7M). IAPD ↗
$200.7M RAUM · 15 reps · 919-322-2761
Portfolio / reporting / TAMPCRMFinancial planning software
63
MY LEGACY ADVISORS, LLC reported RAUM up 25% ($298.5M -> $374.1M). IAPD ↗
$374.1M RAUM · 5 reps · 541-330-0220 · myeaglewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC reported RAUM up 40% ($174.0M -> $244.3M). IAPD ↗
$244.3M RAUM · 8 reps · (508) 693-8850 · mvinvestmentadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRUTON CHISNELL ADVISORS, LLC reported RAUM up 25% ($514.2M -> $644.5M). IAPD ↗
$644.5M RAUM · 3 reps · 610-518-3900 · bcadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
VINCERE WEALTH MANAGEMENT, LLC reported RAUM up 42% ($43.8M -> $62.0M). IAPD ↗
$62.0M RAUM · 6 reps · (415) 579-0219 · vincerewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SOUDERS FINANCIAL ADVISORS, LLC reported RAUM up 28% ($697.1M -> $889.9M). IAPD ↗
$889.9M RAUM · 13 reps · 513-598-2400 · myscaretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OXINAS PARTNERS WEALTH MANAGEMENT reported RAUM up 26% ($235.1M -> $297.0M). IAPD ↗
$297.0M RAUM · 8 reps · (812) 725-8649
Portfolio / reporting / TAMPCRMFinancial planning software
63
WEALTHSPAN PARTNERS, LLC reported RAUM up 26% ($224.5M -> $282.5M). IAPD ↗
$282.5M RAUM · 4 reps · (563) 723-7301 · wealthspanpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MERKLE RETIREMENT PLANNING reported RAUM up 28% ($260.6M -> $334.8M). IAPD ↗
$334.8M RAUM · 5 reps · 515-278-4110
Portfolio / reporting / TAMPCRMFinancial planning software
63
ASIO CAPITAL LLC reported RAUM up 27% ($393.3M -> $499.6M). IAPD ↗
$499.6M RAUM · 5 reps · 859-785-4130 · asiocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PHRACTION MANAGEMENT LLC reported RAUM up 26% ($358.7M -> $451.0M). IAPD ↗
$451.0M RAUM · 3 reps · 860-531-9590 · phraction.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
JOURNEY WEALTH MANAGEMENT reported RAUM up 27% ($593.0M -> $750.7M). IAPD ↗
$750.7M RAUM · 12 reps · 216-916-8424 · fsmwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MATCH GRADE ADVISORS reported RAUM up 30% ($214.9M -> $279.3M). IAPD ↗
$279.3M RAUM · 5 reps · 864-250-0661
Portfolio / reporting / TAMPCRMFinancial planning software
63
MATTERN CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($722.4M -> $918.0M). IAPD ↗
$918.0M RAUM · 5 reps · 720-710-2934
Portfolio / reporting / TAMPCRMFinancial planning software
63
SKYOAK WEALTH reported RAUM up 27% ($391.8M -> $497.0M). IAPD ↗
$497.0M RAUM · 5 reps · 248-348-6500 · skyoakwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
COREPATH WEALTH PARTNERS LLC reported RAUM up 27% ($274.0M -> $348.2M). IAPD ↗
$348.2M RAUM · 6 reps · (480) 448-0334 · corepathwealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ALAPOCAS INVESTMENT PARTNERS, INC. reported RAUM up 43% ($135.2M -> $193.5M). IAPD ↗
$193.5M RAUM · 2 reps · 781-376-2015 · alapocasip.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HUDSON VALUE PARTNERS, LLC reported RAUM up 26% ($334.6M -> $421.3M). IAPD ↗
$421.3M RAUM · 4 reps · 646-343-9772 · hudsonvaluepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ABSHER WEALTH MANAGEMENT, LLC reported RAUM up 26% ($750.6M -> $944.3M). IAPD ↗
$944.3M RAUM · 6 reps · 919-283-2340 · absherwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
B.A. SCHROCK WEALTH MANAGEMENT reported RAUM up 41% ($114.6M -> $162.1M). IAPD ↗
$162.1M RAUM · 5 reps · 330-473-1060 · baschrock-fg.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLUE ZONE WEALTH ADVISORS, LLC reported RAUM up 27% ($363.1M -> $462.3M). IAPD ↗
$462.3M RAUM · 4 reps · (310) 310-2789 · bluezoneadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PICTET ASSET MANAGEMENT (USA) CORP reported RAUM up 524% ($40.5M -> $253.0M). IAPD ↗institutional
$253.0M RAUM · 2 reps · 1 212 237 3190 · am.pictet
Portfolio / reporting / TAMPCRMFinancial planning software
63
BURFORD BROTHERS, INC. reported RAUM up 29% ($233.3M -> $300.4M). IAPD ↗
$300.4M RAUM · 3 reps · 214-523-2333
Portfolio / reporting / TAMPCRMFinancial planning software
63
GETTINGS REED FINANCIAL reported RAUM up 26% ($298.2M -> $376.2M). IAPD ↗
$376.2M RAUM · 6 reps · 765-742-7366 · gettingsreed.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LANSING STREET ADVISORS reported RAUM up 25% ($302.5M -> $378.9M). IAPD ↗
$378.9M RAUM · 4 reps · 215-718-2063 · lansingadv.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
VISTA ADVISOR GROUP, LLC reported RAUM up 41% ($147.7M -> $207.7M). IAPD ↗
$207.7M RAUM · 3 reps · 925-476-4646 · vistaadvisorgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
AIRE ADVISORS, LLC reported RAUM up 29% ($640.1M -> $827.4M). IAPD ↗
$827.4M RAUM · 7 reps · 310-277-2473
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRANDYWINE ASSET MANAGEMENT reported RAUM up 42% ($115.0M -> $163.0M). IAPD ↗
$163.0M RAUM · 2 reps · 610-361-1000
Portfolio / reporting / TAMPCRMFinancial planning software
63
NOMAD reported RAUM up 43% ($150.4M -> $215.0M). IAPD ↗
$215.0M RAUM · 22 reps · 1-888-998-2261 · nomadglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ADAMSBROWN WEALTH CONSULTANTS LLC reported RAUM up 29% ($503.9M -> $651.7M). IAPD ↗
$651.7M RAUM · 14 reps · (620) 792-2428 · adamsbrownwc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OLDE WEALTH MANAGEMENT, LLC reported RAUM up 26% ($226.4M -> $284.2M). IAPD ↗
$284.2M RAUM · 2 reps · 4254957484
Portfolio / reporting / TAMPCRMFinancial planning software
63
VETA INVESTMENT PARTNERS, LLC reported RAUM up 65% ($1.91B -> $3.15B). IAPD ↗institutional
$3.15B RAUM · 2 reps · 646-630-3218 · vetainvestmentpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC reported RAUM up 41% ($64.2M -> $90.8M). IAPD ↗
$90.8M RAUM · 36 reps · 917 750-5588 · simafunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
NEXANNUITY ASSET MANAGEMENT, L.P. reported RAUM up 228% ($128.6M -> $421.2M). IAPD ↗institutional
$421.2M RAUM · 1 reps · 214-276-6300
Portfolio / reporting / TAMPCRMFinancial planning software
63
RISE ADVISORS, LLC reported RAUM up 25% ($200.0M -> $250.1M). IAPD ↗
$250.1M RAUM · 5 reps · 585-565-3444 · riseadvisorsgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LEVERTY FINANCIAL GROUP, LLC reported RAUM up 28% ($377.1M -> $481.3M). IAPD ↗
$481.3M RAUM · 5 reps · 715-377-2080
Portfolio / reporting / TAMPCRMFinancial planning software
63
PACK PRIVATE WEALTH, LLC reported RAUM up 40% ($172.0M -> $241.2M). IAPD ↗
$241.2M RAUM · 2 reps · (952) 563-9811 · packprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PACIFIC POINT ADVISORS, LLC reported RAUM up 43% ($148.5M -> $212.2M). IAPD ↗
$212.2M RAUM · 5 reps · 858-356-6600
Portfolio / reporting / TAMPCRMFinancial planning software
63
CERRO PACIFIC WEALTH ADVISORS, LLC reported RAUM up 26% ($351.3M -> $441.4M). IAPD ↗
$441.4M RAUM · 5 reps · 805-457-3300
Portfolio / reporting / TAMPCRMFinancial planning software
63
MY PROSPER TEAM reported RAUM up 41% ($28.2M -> $39.7M). IAPD ↗
$39.7M RAUM · 3 reps · 801-889-1341
Portfolio / reporting / TAMPCRMFinancial planning software
63
NAVIS WEALTH ADVISORS LLC reported RAUM up 29% ($317.4M -> $409.7M). IAPD ↗
$409.7M RAUM · 5 reps · 914-848-8300
Portfolio / reporting / TAMPCRMFinancial planning software
63
CAPITAL WEALTH INVESTMENTS reported RAUM up 28% ($256.6M -> $328.3M). IAPD ↗
$328.3M RAUM · 2 reps · 570-543-5255 · capitalwealthinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MOTIVE WEALTH ADVISORS, LLC reported RAUM up 26% ($222.0M -> $278.9M). IAPD ↗
$278.9M RAUM · 2 reps · 248-987-5731 · motivewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HARBOR ADVISORS reported RAUM up 26% ($546.7M -> $690.2M). IAPD ↗
$690.2M RAUM · 1 reps · 561-459-2946
Portfolio / reporting / TAMPCRMFinancial planning software
63
LANGLEY WEALTH MANAGEMENT, LLC reported RAUM up 25% ($203.9M -> $255.8M). IAPD ↗
$255.8M RAUM · 2 reps · (662) 872-3051 · langleywm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ALLEGIANCE FINANCIAL GROUP reported RAUM up 27% ($328.6M -> $418.8M). IAPD ↗
$418.8M RAUM · 4 reps · (703) 242-7900
Portfolio / reporting / TAMPCRMFinancial planning software
63
NEXT LEVEL PRIVATE LLC reported RAUM up 26% ($643.4M -> $810.7M). IAPD ↗
$810.7M RAUM · 7 reps · (914) 431-5255 · nxtprivate.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
INSIGHT CAPITAL MANAGEMENT reported RAUM up 28% ($220.6M -> $281.6M). IAPD ↗
$281.6M RAUM · 4 reps · 925-362-9571
Portfolio / reporting / TAMPCRMFinancial planning software
63
POINTOAK RETIREMENT ADVISORS reported RAUM up 26% ($215.5M -> $270.9M). IAPD ↗
$270.9M RAUM · 1 reps · 703-595-4444
Portfolio / reporting / TAMPCRMFinancial planning software
63
STRONG TOWER ADVISORY SERVICES reported RAUM up 25% ($341.4M -> $427.5M). IAPD ↗
$427.5M RAUM · 3 reps · 612-436-3750 · strongtowerwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLACK TORO LLC reported RAUM up 42% ($158.8M -> $226.1M). IAPD ↗
$226.1M RAUM · 2 reps · 786 753-7009 · blacktoro.us
Portfolio / reporting / TAMPCRMFinancial planning software
63
ENZI WEALTH reported RAUM up 26% ($266.9M -> $337.0M). IAPD ↗
$337.0M RAUM · 4 reps · 512-795-0030 · fb.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ARBOR PRIVATE WEALTH, LLC reported RAUM up 43% ($106.3M -> $151.9M). IAPD ↗
$151.9M RAUM · 3 reps · 703-559-7975 · arborpw.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CSL III ADVISOR, LLC reported RAUM up 127% ($214.8M -> $487.5M). IAPD ↗institutional
$487.5M RAUM · 160 reps · 212-813-4900
Portfolio / reporting / TAMPCRMFinancial planning software
63
FAMILY FINANCIAL reported RAUM up 45% ($127.6M -> $184.9M). IAPD ↗
$184.9M RAUM · 4 reps · (310) 598-8481 · familyfinancial.biz
Portfolio / reporting / TAMPCRMFinancial planning software
63
ATLAS FIDUCIARY SERVICES, INC. reported RAUM up 28% ($197.9M -> $253.6M). IAPD ↗
$253.6M RAUM · 2 reps · 603-581-7125 · afgplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CORE WEALTH PARTNERS LLC reported RAUM up 27% ($224.2M -> $284.0M). IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ABLE FINANCIAL GROUP, LLC reported RAUM up 30% ($360.4M -> $467.4M). IAPD ↗
$467.4M RAUM · 7 reps · 480-258-6104 · ablefinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MADDIX HOLDINGS reported RAUM up 43% ($112.5M -> $160.5M). IAPD ↗
$160.5M RAUM · 4 reps · 8019929783
Portfolio / reporting / TAMPCRMFinancial planning software
63
KENNEDY LEWIS CAPITAL HOLDINGS LLC reported RAUM up 213% ($145.3M -> $454.3M). IAPD ↗institutional
$454.3M RAUM · 36 reps · 212-782-3480 · klimllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SORENSON IMPACT reported RAUM up 41% ($159.4M -> $224.6M). IAPD ↗
$224.6M RAUM · 2 reps · 801-490-1002 · sorensonimpact.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CORNERSTONE FINANCIAL GROUP reported RAUM up 43% ($102.9M -> $146.9M). IAPD ↗
$146.9M RAUM · 4 reps · 920-832-3821 · cfgwi.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SGROI WEALTH reported RAUM up 41% ($65.1M -> $91.9M). IAPD ↗
$91.9M RAUM · 3 reps · 518-477-3626 · sgroiwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OMNIA WEALTH MANAGEMENT LLC reported RAUM up 42% ($142.8M -> $202.5M). IAPD ↗
$202.5M RAUM · 2 reps · 480-701-6620
Portfolio / reporting / TAMPCRMFinancial planning software
63
CASCADE FINANCIAL PARTNERS, LLC reported RAUM up 29% ($755.1M -> $973.9M). IAPD ↗
$973.9M RAUM · 4 reps · 858-379-6701 · cascadefinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ROC360 ADVISORS LLC reported RAUM up 80% ($274.7M -> $495.8M). IAPD ↗institutional
$495.8M RAUM · 35 reps · 212-607-8333
Portfolio / reporting / TAMPCRMFinancial planning software
63
SPIREPOINT PRIVATE CLIENT, LLC reported RAUM up 28% ($730.3M -> $934.1M). IAPD ↗
$934.1M RAUM · 5 reps · 772-316-1271 · spirepointpc.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
THOMPSON DAVIS ASSET MANAGEMENT reported RAUM up 37% ($116.2M -> $159.5M). IAPD ↗
$159.5M RAUM · 7 reps · 804-644-6380
Portfolio / reporting / TAMPCRMFinancial planning software
62
BOULDER WEALTH ADVISORS, LLC reported RAUM up 36% ($180.9M -> $246.3M). IAPD ↗
$246.3M RAUM · 2 reps · 303-444-1161 · boulderwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
INVESTORS PORTFOLIO SERVICES LLC reported RAUM up 38% ($134.7M -> $185.9M). IAPD ↗
$185.9M RAUM · 3 reps · 253-770-8118
Portfolio / reporting / TAMPCRMFinancial planning software
62
LEE INVESTMENT MANAGEMENT LLC reported RAUM up 38% ($54.8M -> $75.3M). IAPD ↗
$75.3M RAUM · 1 reps · 518-580-0088 · leemgt.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
GORDIAN ADVISORS, LLC reported RAUM up 37% ($157.2M -> $215.7M). IAPD ↗
$215.7M RAUM · 3 reps · 520-615-2779 · gordianadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PROMETHEUS CAPITAL MANAGEMENT CORP. reported RAUM up 37% ($163.7M -> $223.7M). IAPD ↗
$223.7M RAUM · 3 reps · 215-321-9312 · procap.net
Portfolio / reporting / TAMPCRMFinancial planning software
62
GODFREY FINANCIAL ASSOCIATES, INC. reported RAUM up 36% ($101.1M -> $137.5M). IAPD ↗
$137.5M RAUM · 2 reps · 518-767-2574
Portfolio / reporting / TAMPCRMFinancial planning software
62
OAKBOURNE ADVISORS reported RAUM up 35% ($144.8M -> $195.7M). IAPD ↗
$195.7M RAUM · 7 reps · 908-850-9991 · nstarinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
GRAVITY CAPITAL MANAGEMENT LLC reported RAUM up 37% ($49.5M -> $67.9M). IAPD ↗
$67.9M RAUM · 2 reps · 917-558-4968
Portfolio / reporting / TAMPCRMFinancial planning software
62
DAVIES FINANCIAL ADVISORS, INC. reported RAUM up 40% ($118.5M -> $165.3M). IAPD ↗
$165.3M RAUM · 4 reps · 951-677-3960
Portfolio / reporting / TAMPCRMFinancial planning software
62
LIFEPLAN GROUP reported RAUM up 39% ($132.8M -> $184.0M). IAPD ↗
$184.0M RAUM · 4 reps · 919-858-6119 · lifeplangroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
GATOR CAPITAL MANAGEMENT, LLC reported RAUM up 40% ($166.6M -> $233.1M). IAPD ↗
$233.1M RAUM · 2 reps · (813) 282-7870 · gatorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
16TH AMENDMENT ADVISORS LLC reported RAUM up 39% ($164.5M -> $228.8M). IAPD ↗
$228.8M RAUM · 6 reps · 212-332-1600 · 16thadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
MCBROOM & ASSOCIATES, LLC reported RAUM up 39% ($124.2M -> $173.1M). IAPD ↗
$173.1M RAUM · 2 reps · 702-267-6649
Portfolio / reporting / TAMPCRMFinancial planning software
62
MORI HUSTON PARTNERS reported RAUM up 36% ($156.9M -> $212.8M). IAPD ↗
$212.8M RAUM · 3 reps · 305-856-9303 · morihuston.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ALLIANCE INVESTMENT MANAGEMENT, LLC reported RAUM up 37% ($119.0M -> $162.7M). IAPD ↗
$162.7M RAUM · 2 reps · 800-890-1246 · allianceim.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
TORTUGA WEALTH MANAGEMENT reported RAUM up 35% ($101.3M -> $136.9M). IAPD ↗
$136.9M RAUM · 4 reps · 310-935-0275 · tortugawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
NRI WEALTH MANAGEMENT, LLC reported RAUM up 40% ($125.5M -> $175.2M). IAPD ↗
$175.2M RAUM · 2 reps · 408-373-5570 · nriwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
KROON & MITCHELL ASSET MANAGEMENT LLC reported RAUM up 38% ($119.6M -> $165.3M). IAPD ↗
$165.3M RAUM · 3 reps · 616-356-2002
Portfolio / reporting / TAMPCRMFinancial planning software
62
SCOTTSDALE WEALTH PLANNING, INC. reported RAUM up 35% ($102.4M -> $138.4M). IAPD ↗
$138.4M RAUM · 1 reps · (480) 550-8555
Portfolio / reporting / TAMPCRMFinancial planning software
62
SIMS INVESTMENT MANAGEMENT LLC reported RAUM up 38% ($140.0M -> $193.7M). IAPD ↗
$193.7M RAUM · 4 reps · 513-278-7467 · simsinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
MILLENNIAL ADVISERS, LLC. reported RAUM up 37% ($28.8M -> $39.5M). IAPD ↗
$39.5M RAUM · 11 reps · 646-532-2400
Portfolio / reporting / TAMPCRMFinancial planning software
62
MILLER WEALTH ADVISORS, LLC reported RAUM up 39% ($105.8M -> $146.8M). IAPD ↗
$146.8M RAUM · 2 reps · (713) 252-1661 · miller-wealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
LAUFER WEALTH MANAGEMENT, LLC reported RAUM up 37% ($89.9M -> $122.7M). IAPD ↗
$122.7M RAUM · 1 reps · 631-226-9600 · lauferllp.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
UPSTART WEALTH MANAGEMENT, LLC reported RAUM up 36% ($182.5M -> $248.0M). IAPD ↗
$248.0M RAUM · 4 reps · (415) 549-0646
Portfolio / reporting / TAMPCRMFinancial planning software
62
RED MOUNTAIN FINANCIAL PARTNERS reported RAUM up 40% ($121.1M -> $169.3M). IAPD ↗
$169.3M RAUM · 3 reps · 970-259-1313 · redmountainfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PENNEY FINANCIAL reported RAUM up 39% ($134.1M -> $185.9M). IAPD ↗
$185.9M RAUM · 3 reps · 713-300-5165
Portfolio / reporting / TAMPCRMFinancial planning software
62
AQUILANT ADVISORS reported RAUM up 39% ($130.7M -> $182.2M). IAPD ↗
$182.2M RAUM · 2 reps · 314-309-2078 · aquilantadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
MARTIN WEALTH SOLUTIONS reported RAUM up 39% ($132.3M -> $184.1M). IAPD ↗
$184.1M RAUM · 2 reps · 540-639-4810 · planwellretirehappy.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
CLARITY WEALTH MANAGEMENT, L.L.C. reported RAUM up 36% ($107.1M -> $145.8M). IAPD ↗
$145.8M RAUM · 4 reps · 480-962-1181
Portfolio / reporting / TAMPCRMFinancial planning software
62
SANCTUARY ADVISORS reported RAUM up 39% ($169.7M -> $235.5M). IAPD ↗
$235.5M RAUM · 2 reps · (303) 220-5374 · sanctuaryadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
MOTIV8 INVESTMENTS LLC reported RAUM up 37% ($118.1M -> $161.4M). IAPD ↗
$161.4M RAUM · 14 reps · 772-247-4488 · wellpreserved.info
Portfolio / reporting / TAMPCRMFinancial planning software
62
IAMS WEALTH MANAGEMENT, LLC reported RAUM up 40% ($152.7M -> $213.2M). IAPD ↗
$213.2M RAUM · 56 reps · (888)255-7670 · iamswm.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ROBBINS FARLEY LLC reported RAUM up 36% ($136.6M -> $186.4M). IAPD ↗
$186.4M RAUM · 4 reps · 603-703-0255
Portfolio / reporting / TAMPCRMFinancial planning software
62
SUNBEAM CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($113.0M -> $152.7M). IAPD ↗
$152.7M RAUM · 2 reps · (901) 229-2132
Portfolio / reporting / TAMPCRMFinancial planning software
62
KINWELL LLC reported RAUM up 35% ($109.9M -> $148.7M). IAPD ↗
$148.7M RAUM · 2 reps · (843) 308-1639 · kinwell.financial
Portfolio / reporting / TAMPCRMFinancial planning software
62
SEYMOUR ASSET MANAGEMENT LLC reported RAUM up 38% ($43.5M -> $60.0M). IAPD ↗
$60.0M RAUM · 1 reps · 2123414030 · seymouram.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
RE-ENVISION WEALTH reported RAUM up 40% ($64.6M -> $90.2M). IAPD ↗
$90.2M RAUM · 4 reps · 301-233-7903 · re-envisionwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
REDBUD ADVISORS reported RAUM up 36% ($149.9M -> $203.8M). IAPD ↗
$203.8M RAUM · 4 reps · 512-222-6968 · redbudadvisorsatx.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
AUSTIN MONEY MANAGEMENT CORPORATION reported RAUM up 35% ($158.2M -> $213.8M). IAPD ↗
$213.8M RAUM · 1 reps · (512) 607-5008 · austinmoneymanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
APRICUS WEALTH LLC reported RAUM up 36% ($167.4M -> $227.1M). IAPD ↗
$227.1M RAUM · 4 reps · 610-329-4899 · apricuswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
APEX STRATEGIC WEALTH, LLC reported RAUM up 37% ($146.2M -> $200.9M). IAPD ↗
$200.9M RAUM · 6 reps · 423 267 0046 · apxstrategicwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
HF ADVISORY GROUP, LLC reported RAUM up 40% ($135.6M -> $189.1M). IAPD ↗
$189.1M RAUM · 3 reps · (410)-571-1415
Portfolio / reporting / TAMPCRMFinancial planning software
62
STRAIT & SOUND reported RAUM up 39% ($178.8M -> $248.3M). IAPD ↗
$248.3M RAUM · 7 reps · (425) 577-7710
Portfolio / reporting / TAMPCRMFinancial planning software
62
SHINING ROCK ADVISORS LLC reported RAUM up 38% ($116.1M -> $160.6M). IAPD ↗
$160.6M RAUM · 2 reps · 617-987-1307 · shiningrockadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
AC FUNDS, LLC reported RAUM up 72% ($200.2M -> $343.5M). IAPD ↗institutional
$343.5M RAUM · 1 reps · 201-426-0081
Portfolio / reporting / TAMPCRMFinancial planning software
62
WHALEN FINANCIAL reported RAUM up 36% ($116.0M -> $157.9M). IAPD ↗
$157.9M RAUM · 1 reps · 702-878-3900
Portfolio / reporting / TAMPCRMFinancial planning software
62
MISSION FINANCIAL GROUP, LLC reported RAUM up 36% ($130.8M -> $178.3M). IAPD ↗
$178.3M RAUM · 2 reps · 808-445-9965
Portfolio / reporting / TAMPCRMFinancial planning software
62
KIRK CAPITAL ADVISORS LLC reported RAUM up 39% ($108.0M -> $149.7M). IAPD ↗
$149.7M RAUM · 2 reps · 888.340.5475
Portfolio / reporting / TAMPCRMFinancial planning software
62
FORTITUDE FINANCIAL LLC reported RAUM up 38% ($168.1M -> $232.8M). IAPD ↗
$232.8M RAUM · 3 reps · 509-931-1199
Portfolio / reporting / TAMPCRMFinancial planning software
62
TALISMAN WEALTH ADVISORS, LLC reported RAUM up 38% ($139.7M -> $192.1M). IAPD ↗
$192.1M RAUM · 2 reps · (908) 519-8120 · talismanwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
INTEGRITY FINANCIAL ADVISORS, LLC reported RAUM up 37% ($75.5M -> $103.6M). IAPD ↗
$103.6M RAUM · 8 reps · 978-338-4830 · integrityfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ROOTED WEALTH ADVISORS reported RAUM up 37% ($163.3M -> $223.0M). IAPD ↗
$223.0M RAUM · 6 reps · 815-918-4727 · playbook4retirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
THE FUTURE FUND LLC reported RAUM up 38% ($26.3M -> $36.3M). IAPD ↗
$36.3M RAUM · 2 reps · 312-825-1280 · thefuturefund.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PIN WEALTH reported RAUM up 35% ($61.7M -> $83.5M). IAPD ↗
$83.5M RAUM · 2 reps · 781-239-1187 · pinboston.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
OAC CAPITAL ADVISORS LLC reported RAUM up 39% ($114.8M -> $159.8M). IAPD ↗
$159.8M RAUM · 2 reps · 345-749-4505
Portfolio / reporting / TAMPCRMFinancial planning software
62
DHODY INVESTMENT GROUP reported RAUM up 36% ($169.9M -> $230.8M). IAPD ↗
$230.8M RAUM · 3 reps · (305) 433-4250
Portfolio / reporting / TAMPCRMFinancial planning software
62
ADVISOR.COM reported RAUM up 36% ($42.8M -> $58.2M). IAPD ↗
$58.2M RAUM · 1 reps · 888-868-1944 · advisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
THE CLIFFORD GROUP LLC reported RAUM up 40% ($119.0M -> $166.3M). IAPD ↗
$166.3M RAUM · 2 reps · (617) 600-2083 · thecliffordgrp.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
VIVID WEALTH MANAGEMENT, LLC reported RAUM up 36% ($126.3M -> $171.9M). IAPD ↗
$171.9M RAUM · 2 reps · (515) 480-7593
Portfolio / reporting / TAMPCRMFinancial planning software
62
NAVIQUANT reported RAUM up 38% ($116.7M -> $161.5M). IAPD ↗
$161.5M RAUM · 2 reps · (971) 340-4832 · naviquant.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
CUTTER CAPITAL MANAGEMENT reported RAUM up 73% ($223.9M -> $387.2M). IAPD ↗institutional
$387.2M RAUM · 5 reps · 646-989-4200
Portfolio / reporting / TAMPCRMFinancial planning software
62
WATERCOLOR FINANCIAL reported RAUM up 37% ($111.4M -> $152.8M). IAPD ↗
$152.8M RAUM · 3 reps · 512-250-1544 · watercolorfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
TRUSTWELL FINANCIAL ADVISORS, LLC reported RAUM up 35% ($137.0M -> $184.4M). IAPD ↗
$184.4M RAUM · 5 reps · 904-996-7800
Portfolio / reporting / TAMPCRMFinancial planning software
61
OREGON PACIFIC FINANCIAL ADVISORS INC reported RAUM up 30% ($120.5M -> $157.1M). IAPD ↗
$157.1M RAUM · 6 reps · 541-772-1116
Portfolio / reporting / TAMPCRMFinancial planning software
61
WATER VALLEY INVESTMENT ADVISORS, INC. reported RAUM up 34% ($94.0M -> $125.5M). IAPD ↗
$125.5M RAUM · 3 reps · 630-926-0537 · wviainc.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
WALLSTREETI.COM reported RAUM up 35% ($53.3M -> $71.9M). IAPD ↗
$71.9M RAUM · 1 reps · 855-888-9255
Portfolio / reporting / TAMPCRMFinancial planning software
61
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC reported RAUM up 32% ($165.0M -> $217.0M). IAPD ↗
$217.0M RAUM · 0 reps · 518-280-0030 · cfany.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ECONOLOGICS FINANCIAL ADVISORS reported RAUM up 35% ($84.8M -> $114.2M). IAPD ↗
$114.2M RAUM · 5 reps · 727-588-1540 · econologicsfinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
RIDGE CAPITAL MANAGEMENT, LLC reported RAUM up 31% ($100.4M -> $131.8M). IAPD ↗
$131.8M RAUM · 4 reps · 770-516-7747
Portfolio / reporting / TAMPCRMFinancial planning software
61
FIDUCIARY MANAGEMENT GROUP, LLC reported RAUM up 30% ($37.9M -> $49.4M). IAPD ↗
$49.4M RAUM · 1 reps · 212-626-6581 · fmgwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
YIM INVESTMENT MANAGEMENT, LLC reported RAUM up 33% ($182.3M -> $241.8M). IAPD ↗
$241.8M RAUM · 1 reps · 808-955-8800 · yimllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
STOREHOUSE FINANCIAL LLC reported RAUM up 30% ($133.8M -> $174.1M). IAPD ↗
$174.1M RAUM · 3 reps · 877-305-3233 · storehousefinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SECURED RETIREMENT ADVISORS, LLC reported RAUM up 30% ($146.2M -> $190.4M). IAPD ↗
$190.4M RAUM · 7 reps · (952) 460-3260 · securedretirements.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PARKER FINANCIAL LLC reported RAUM up 34% ($130.3M -> $174.7M). IAPD ↗
$174.7M RAUM · 2 reps · 360-337-2701 · soundretirementradio.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
LANTERN WEALTH ADVISORS, LLC reported RAUM up 31% ($174.6M -> $228.0M). IAPD ↗
$228.0M RAUM · 13 reps · 631-454-2000 · lanternwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BOLAN CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($181.1M -> $238.7M). IAPD ↗
$238.7M RAUM · 2 reps · 513-624-7070 · bolancapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BANKPLUS WEALTH ADVISORS reported RAUM up 32% ($113.7M -> $150.5M). IAPD ↗
$150.5M RAUM · 12 reps · 601-607-4290 · bankplus.net
Portfolio / reporting / TAMPCRMFinancial planning software
61
PRINCIPIA WEALTH ADVISORY, LLC reported RAUM up 31% ($124.6M -> $163.2M). IAPD ↗
$163.2M RAUM · 4 reps · 214-775-0899 · pwadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
DERASTONE reported RAUM up 33% ($54.1M -> $72.2M). IAPD ↗
$72.2M RAUM · 1 reps · (914) 685-6851 · wealthhabits.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
CLADIS INVESTMENT ADVISORY LLC reported RAUM up 33% ($104.9M -> $139.9M). IAPD ↗
$139.9M RAUM · 2 reps · 406-259-4939
Portfolio / reporting / TAMPCRMFinancial planning software
61
RISK PARADIGM GROUP, LLC reported RAUM up 31% ($62.1M -> $81.5M). IAPD ↗
$81.5M RAUM · 2 reps · (866) 726-5150
Portfolio / reporting / TAMPCRMFinancial planning software
61
BCP ADVISORS LLC reported RAUM up 31% ($168.6M -> $221.0M). IAPD ↗
$221.0M RAUM · 4 reps · 305-415-0060 · bcpglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
HICKS CAPITAL MANAGEMENT, LLC reported RAUM up 34% ($144.2M -> $192.7M). IAPD ↗
$192.7M RAUM · 4 reps · 614-944-5210 · hicks-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SEAFARER CAPITAL PARTNERS, LLC reported RAUM up 60% ($2.21B -> $3.53B). IAPD ↗institutional
$3.53B RAUM · 11 reps · (415) 578-9080 · seafarerfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
VIEWPOINT CAPITAL MANAGEMENT reported RAUM up 31% ($135.7M -> $177.6M). IAPD ↗
$177.6M RAUM · 1 reps · 206-219-1410 · viewpointcapitalllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
TR CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($100.8M -> $133.0M). IAPD ↗
$133.0M RAUM · 2 reps · 5162551801 · trcmllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
STRATEGY FINANCIAL GROUP reported RAUM up 34% ($135.8M -> $181.5M). IAPD ↗
$181.5M RAUM · 6 reps · 602-343-9301 · calvingoetz.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
FOUNDATION WEALTH MANAGEMENT, LLC reported RAUM up 34% ($124.8M -> $167.3M). IAPD ↗
$167.3M RAUM · 3 reps · 610-548-7170
Portfolio / reporting / TAMPCRMFinancial planning software
61
MD FINANCIAL / VESTMENT FINANCIAL reported RAUM up 30% ($163.7M -> $213.4M). IAPD ↗
$213.4M RAUM · 4 reps · 888-256-6855
Portfolio / reporting / TAMPCRMFinancial planning software
61
NOVA WEALTH MANAGEMENT, INC. reported RAUM up 34% ($113.8M -> $152.2M). IAPD ↗
$152.2M RAUM · 5 reps · 239-444-1794
Portfolio / reporting / TAMPCRMFinancial planning software
61
CAREY WEALTH MANAGEMENT reported RAUM up 30% ($101.0M -> $131.7M). IAPD ↗
$131.7M RAUM · 1 reps · (925) 406-4186
Portfolio / reporting / TAMPCRMFinancial planning software
61
SVRN ASSET MANAGEMENT, LLC reported RAUM up 33% ($103.7M -> $137.9M). IAPD ↗
$137.9M RAUM · 1 reps · 773-442-2294 · severianasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PUSHKIN ADVISORY GROUP, LLC reported RAUM up 32% ($27.8M -> $36.7M). IAPD ↗
$36.7M RAUM · 1 reps · 315-269-2828
Portfolio / reporting / TAMPCRMFinancial planning software
61
BLACKRIDGE ASSET MANAGEMENT, LLC reported RAUM up 31% ($142.6M -> $186.6M). IAPD ↗
$186.6M RAUM · 80 reps · 561-641-5050 · blackridgeasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
GUERRA ADVISORY SERVICES reported RAUM up 32% ($105.3M -> $139.0M). IAPD ↗
$139.0M RAUM · 6 reps · 305-448-1011 · guerrafinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
STANCE CAPITAL LLC reported RAUM up 33% ($140.3M -> $186.8M). IAPD ↗
$186.8M RAUM · 2 reps · 617-875-1062
Portfolio / reporting / TAMPCRMFinancial planning software
61
BLUE RIDGE WEALTH PLANNERS reported RAUM up 35% ($149.4M -> $201.2M). IAPD ↗
$201.2M RAUM · 7 reps · 865-392-4260 · planforeverything.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
XYPN INVEST reported RAUM up 32% ($101.3M -> $133.3M). IAPD ↗
$133.3M RAUM · 10 reps · (360) 301-7579 · newleaffinancialguidance.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
IRONBRIDGE PRIVATE WEALTH, LLC reported RAUM up 33% ($179.8M -> $239.5M). IAPD ↗
$239.5M RAUM · 5 reps · 512-327-8901
Portfolio / reporting / TAMPCRMFinancial planning software
61
INNOVATOR CAPITAL MANAGEMENT, LLC reported RAUM up 58% ($11.05B -> $17.43B). IAPD ↗institutional
$17.43B RAUM · 6 reps · 800-208-5212
Portfolio / reporting / TAMPCRMFinancial planning software
61
CROSS BORDER WEALTH, LLC reported RAUM up 33% ($75.2M -> $100.0M). IAPD ↗
$100.0M RAUM · 6 reps · 646-688-5333 · crossborder-wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
MAIN MANAGEMENT ETF ADVISORS, LLC reported RAUM up 56% ($1.11B -> $1.72B). IAPD ↗institutional
$1.72B RAUM · 16 reps · 415-217-5800 · mainmgtetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BLACKDIAMOND WEALTH MANAGEMENT, LLC reported RAUM up 33% ($187.0M -> $249.0M). IAPD ↗
$249.0M RAUM · 6 reps · (212) 784-6999
Portfolio / reporting / TAMPCRMFinancial planning software
61
FIDELIS WEALTH ADVISORS reported RAUM up 30% ($148.0M -> $192.9M). IAPD ↗
$192.9M RAUM · 4 reps · 303-800-4683
Portfolio / reporting / TAMPCRMFinancial planning software
61
SHORE POINT ADVISORS, LLC reported RAUM up 31% ($162.8M -> $212.7M). IAPD ↗
$212.7M RAUM · 4 reps · 732-876-3777
Portfolio / reporting / TAMPCRMFinancial planning software
61
GRIDIRON PARTNERS, LLC reported RAUM up 33% ($168.4M -> $224.4M). IAPD ↗
$224.4M RAUM · 2 reps · 724-759-7848 · gridironpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
GREEN RIDGE WEALTH PLANNING LLC reported RAUM up 35% ($178.9M -> $240.9M). IAPD ↗
$240.9M RAUM · 4 reps · 973-554-1770
Portfolio / reporting / TAMPCRMFinancial planning software
61
VANTAGE POINT FINANCIAL, LLC reported RAUM up 31% ($181.8M -> $237.9M). IAPD ↗
$237.9M RAUM · 9 reps · (331) 204-6212
Portfolio / reporting / TAMPCRMFinancial planning software
61
CORE ADVISORY GROUP reported RAUM up 34% ($177.7M -> $238.2M). IAPD ↗
$238.2M RAUM · 8 reps · 803-324-5464 · strosserwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PALADINO WEALTH reported RAUM up 33% ($97.0M -> $129.1M). IAPD ↗
$129.1M RAUM · 2 reps · (936) 444-2583 · paladinowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SONOMA PRIVATE WEALTH LLC reported RAUM up 34% ($107.3M -> $144.2M). IAPD ↗
$144.2M RAUM · 2 reps · 415-806-0073 · sonomaprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ATHOS PRIVATE WEALTH LLC reported RAUM up 35% ($103.1M -> $139.1M). IAPD ↗
$139.1M RAUM · 4 reps · 435-252-1099
Portfolio / reporting / TAMPCRMFinancial planning software
61
NORTHBRIDGE FINANCIAL GROUP, LLC reported RAUM up 33% ($157.1M -> $209.3M). IAPD ↗
$209.3M RAUM · 7 reps · (813) 877-8000
Portfolio / reporting / TAMPCRMFinancial planning software
61
RETIREMENT PLANNING GROUP, LLC reported RAUM up 32% ($185.2M -> $243.7M). IAPD ↗
$243.7M RAUM · 2 reps · (518) 580-1919
Portfolio / reporting / TAMPCRMFinancial planning software
61
REDEMPTION CAPITAL reported RAUM up 30% ($92.9M -> $121.1M). IAPD ↗
$121.1M RAUM · 2 reps · 432-236-0866 · redcapllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
VISTA FINANCE, LLC reported RAUM up 33% ($157.2M -> $209.7M). IAPD ↗
$209.7M RAUM · 4 reps · 314-518-5240
Portfolio / reporting / TAMPCRMFinancial planning software
61
BULMAN WEALTH GROUP reported RAUM up 34% ($110.8M -> $148.2M). IAPD ↗
$148.2M RAUM · 2 reps · 916-458-8199 · bulmanwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PROSPERITY WEALTH PLANNING LLC reported RAUM up 35% ($128.4M -> $172.9M). IAPD ↗
$172.9M RAUM · 2 reps · 877-878-7860 · prosperitywealthplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
WPM WEALTH ADVISORS LLC reported RAUM up 33% ($40.8M -> $54.3M). IAPD ↗
$54.3M RAUM · 3 reps · 518-369-5232 · wpmwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
FOUNTAIN SQUARE ASSET MANAGEMENT reported RAUM up 30% ($121.3M -> $158.2M). IAPD ↗
$158.2M RAUM · 3 reps · 513-984-9111
Portfolio / reporting / TAMPCRMFinancial planning software
61
FINANCIAL INDEPENDENCE ADVISORS, LLC reported RAUM up 33% ($101.8M -> $135.7M). IAPD ↗
$135.7M RAUM · 6 reps · 904-605-4545
Portfolio / reporting / TAMPCRMFinancial planning software
61
PROATHLETE WEALTH MANAGEMENT LLC reported RAUM up 35% ($172.9M -> $233.3M). IAPD ↗
$233.3M RAUM · 4 reps · 561-988-5540 · pawm.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
COLLECTIVE WEALTH PARTNERS, LLC reported RAUM up 33% ($24.8M -> $33.0M). IAPD ↗
$33.0M RAUM · 5 reps · (404) 633-9952 · collectivewealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
FAMILY WEALTH PARTNERS, LLC reported RAUM up 32% ($159.4M -> $210.4M). IAPD ↗
$210.4M RAUM · 7 reps · (704) 321-0152 · fwpnc.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ARTA FINANCE reported RAUM up 35% ($100.1M -> $134.9M). IAPD ↗
$134.9M RAUM · 18 reps · 650-318-3898
Portfolio / reporting / TAMPCRMFinancial planning software
61
CONWAY PARTNERS reported RAUM up 32% ($63.9M -> $84.2M). IAPD ↗
$84.2M RAUM · 2 reps · 775-971-8392
Portfolio / reporting / TAMPCRMFinancial planning software
61
ICW HOLDINGS, LLC reported RAUM up 35% ($30.7M -> $41.4M). IAPD ↗
$41.4M RAUM · 1 reps · 347-413-4750 · icwinvest.co
Portfolio / reporting / TAMPCRMFinancial planning software
61
DARK HORSE CAPITAL MANAGEMENT LLC reported RAUM up 33% ($57.7M -> $77.0M). IAPD ↗
$77.0M RAUM · 2 reps · 610-616-5370 · darkhorsecapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC reported RAUM up 69% ($184.3M -> $311.6M). IAPD ↗institutional
$311.6M RAUM · 92 reps · 646-735-4293 · ir.carlyle.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
LEGACY WEALTH MANAGEMENT GROUP, INC. reported RAUM up 35% ($154.4M -> $207.7M). IAPD ↗
$207.7M RAUM · 5 reps · 434-266-1214 · lynchburglegacy.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
GENTRY PRIVATE WEALTH reported RAUM up 33% ($166.9M -> $222.4M). IAPD ↗
$222.4M RAUM · 4 reps · 316-613-7570
Portfolio / reporting / TAMPCRMFinancial planning software
60
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT reported RAUM up 25% ($191.9M -> $240.8M). IAPD ↗
$240.8M RAUM · 5 reps · 478-474-7004 · sbgwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM reported RAUM up 27% ($142.0M -> $180.0M). IAPD ↗
$180.0M RAUM · 5 reps · 509-747-9144 · alliantsecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PITTSBURGH FINANCIAL PLANNERS, INC. reported RAUM up 25% ($108.8M -> $136.2M). IAPD ↗
$136.2M RAUM · 2 reps · 412-220-1690
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTERCAROLINA FINANCIAL SERVICES, INC. reported RAUM up 29% ($100.4M -> $129.7M). IAPD ↗
$129.7M RAUM · 10 reps · 336-288-6890 · intercarolina.net
Portfolio / reporting / TAMPCRMFinancial planning software
60
LEIGH BALDWIN & CO., LLC reported RAUM up 29% ($180.0M -> $232.0M). IAPD ↗
$232.0M RAUM · 18 reps · 315-655-2964
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTERVEST LTD reported RAUM up 27% ($147.8M -> $188.3M). IAPD ↗
$188.3M RAUM · 2 reps · 301-951-4455 · intervestltd.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WAYCROSS INVESTMENT MANAGEMENT CO reported RAUM up 28% ($152.5M -> $194.5M). IAPD ↗
$194.5M RAUM · 2 reps · 360-671-0148 · waycross.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
R.H. DINEL INVESTMENT COUNSEL,INC. reported RAUM up 29% ($129.0M -> $166.6M). IAPD ↗
$166.6M RAUM · 1 reps · 310-571-7171 · rhdic.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HARBOR ISLAND CAPITAL LLC reported RAUM up 25% ($165.7M -> $207.7M). IAPD ↗
$207.7M RAUM · 2 reps · 978-887-3174
Portfolio / reporting / TAMPCRMFinancial planning software
60
STERLING FINANCIAL ADVISORS, LLC reported RAUM up 29% ($95.8M -> $123.2M). IAPD ↗
$123.2M RAUM · 4 reps · 402-970-9300 · sterlingfinancialworld.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FINANCIAL CONSULTANTS GROUP INC reported RAUM up 28% ($92.8M -> $119.0M). IAPD ↗
$119.0M RAUM · 3 reps · 770-627-2121 · financialconsultantsgroup.net
Portfolio / reporting / TAMPCRMFinancial planning software
60
SUNDVOLD FINANCIAL reported RAUM up 28% ($163.0M -> $209.0M). IAPD ↗
$209.0M RAUM · 7 reps · 573-443-1000 · sundvold.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
UNION CAPITAL COMPANY reported RAUM up 29% ($140.0M -> $180.0M). IAPD ↗
$180.0M RAUM · 14 reps · 520-664-2001 · unioncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FINANCIAL STRATEGIES, INC. reported RAUM up 28% ($102.5M -> $131.7M). IAPD ↗
$131.7M RAUM · 2 reps · 262-821-1664
Portfolio / reporting / TAMPCRMFinancial planning software
60
TRIBECA FINANCIAL, LLC reported RAUM up 30% ($144.8M -> $188.0M). IAPD ↗
$188.0M RAUM · 4 reps · 480-553-6247 · tribecafinancial.co
Portfolio / reporting / TAMPCRMFinancial planning software
60
R & R FINANCIAL PLANNERS, INC. reported RAUM up 28% ($30.5M -> $38.9M). IAPD ↗
$38.9M RAUM · 2 reps · 516-222-8850 · randrfinancialplanners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COVE WEALTH MANAGEMENT reported RAUM up 28% ($118.1M -> $150.9M). IAPD ↗
$150.9M RAUM · 3 reps · 713-821-3242 · covewm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COPLEY INVESTMENT MANAGEMENT, LLC reported RAUM up 28% ($155.9M -> $200.4M). IAPD ↗
$200.4M RAUM · 2 reps · 910-452-7147 · copleyinvestmentmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC reported RAUM up 29% ($183.7M -> $237.7M). IAPD ↗
$237.7M RAUM · 2 reps · 408-377-7414 · minearao.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ANDREWS ADVISORY ASSOCIATES, LLC reported RAUM up 27% ($156.3M -> $198.4M). IAPD ↗
$198.4M RAUM · 2 reps · 808-521-4015
Portfolio / reporting / TAMPCRMFinancial planning software
60
GUNN & COMPANY INVESTMENT MANAGEMENT, INC. reported RAUM up 27% ($132.4M -> $167.6M). IAPD ↗
$167.6M RAUM · 2 reps · 904-296-2025 · gunncoim.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BROYHILL ASSET MANAGEMENT, LLC reported RAUM up 29% ($148.4M -> $191.7M). IAPD ↗
$191.7M RAUM · 3 reps · 828-610-5535
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC reported RAUM up 26% ($108.6M -> $137.0M). IAPD ↗
$137.0M RAUM · 4 reps · 719-477-9883
Portfolio / reporting / TAMPCRMFinancial planning software
60
HELM CAPITAL MANAGEMENT reported RAUM up 25% ($159.9M -> $200.0M). IAPD ↗
$200.0M RAUM · 1 reps · 206-654-6200 · helmcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PRINCIPIUM INVESTMENTS LLC reported RAUM up 25% ($122.2M -> $153.1M). IAPD ↗
$153.1M RAUM · 2 reps · (303) 351-5353 · principium.co
Portfolio / reporting / TAMPCRMFinancial planning software
60
CFS CUBIC FINANCIAL SERVICES, INC. reported RAUM up 27% ($114.6M -> $145.8M). IAPD ↗
$145.8M RAUM · 1 reps · 770-495-1500
Portfolio / reporting / TAMPCRMFinancial planning software
60
LESLIE MARIE GIORDANO reported RAUM up 26% ($44.0M -> $55.3M). IAPD ↗
$55.3M RAUM · 1 reps · 516-747-5210 · lesliegiordano.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported RAUM up 28% ($154.2M -> $196.7M). IAPD ↗
$196.7M RAUM · 2 reps · 912-777-4128 · aimainc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SPECTRUM FINANCIAL RESOURCES reported RAUM up 26% ($156.9M -> $197.4M). IAPD ↗
$197.4M RAUM · 6 reps · 248-643-0033
Portfolio / reporting / TAMPCRMFinancial planning software
60
ROTH ASSET MANAGEMENT, INC. reported RAUM up 25% ($105.5M -> $132.0M). IAPD ↗
$132.0M RAUM · 1 reps · 206-780-5550
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALCOSTA CAPITAL MANAGEMENT, INC. reported RAUM up 29% ($134.7M -> $173.5M). IAPD ↗
$173.5M RAUM · 1 reps · 888-267-6729 · alcostacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FINER WEALTH MANAGEMENT, INC. reported RAUM up 26% ($166.3M -> $210.1M). IAPD ↗
$210.1M RAUM · 2 reps · 978-740-1011 · finer.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LIG CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($118.4M -> $148.7M). IAPD ↗
$148.7M RAUM · 4 reps · 405-463-3334 · ligcam.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SIERRA PACIFIC FINANCIAL ADVISORS reported RAUM up 28% ($126.8M -> $162.1M). IAPD ↗
$162.1M RAUM · 3 reps · 925 223-8868 · sierrapfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BRADLEY WEALTH LLC reported RAUM up 27% ($185.7M -> $235.2M). IAPD ↗
$235.2M RAUM · 4 reps · (619) 512-4100
Portfolio / reporting / TAMPCRMFinancial planning software
60
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. reported RAUM up 27% ($102.4M -> $130.1M). IAPD ↗
$130.1M RAUM · 2 reps · 904-470-0102
Portfolio / reporting / TAMPCRMFinancial planning software
60
AEA INVESTORS SBF LP reported RAUM up 90% ($1.86B -> $3.54B). IAPD ↗fund
$3.54B RAUM · 115 reps · 212-644-5900 · aeainvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. reported RAUM up 30% ($177.6M -> $230.8M). IAPD ↗
$230.8M RAUM · 6 reps · 949-248-8800
Portfolio / reporting / TAMPCRMFinancial planning software
60
PINE RIVER CAPITAL MANAGEMENT L.P. reported RAUM up 169% ($3.61B -> $9.72B). IAPD ↗fund
$9.72B RAUM · 15 reps · 612-238-3300 · pinerivercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC reported RAUM up 83% ($15.26B -> $27.89B). IAPD ↗fund
$27.89B RAUM · 233 reps · 212-503-2100 · soundcloud.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ASPETUCK FINANCIAL MANAGEMENT LLC reported RAUM up 25% ($101.1M -> $126.5M). IAPD ↗
$126.5M RAUM · 1 reps · 203-226-5733
Portfolio / reporting / TAMPCRMFinancial planning software
60
ZIDEL FINANCIAL INC. reported RAUM up 26% ($111.6M -> $140.7M). IAPD ↗
$140.7M RAUM · 1 reps · 970-409-4466 · zidelfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ASSET MANAGEMENT STRATEGIES, INC. reported RAUM up 26% ($146.9M -> $185.8M). IAPD ↗
$185.8M RAUM · 8 reps · 3175776912 · amsria.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EDGEWATER PRO SPORTS FINANCIAL reported RAUM up 29% ($117.0M -> $151.0M). IAPD ↗
$151.0M RAUM · 1 reps · 440-934-2195 · epsf.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
OPEN FIELD CAPITAL LLC reported RAUM up 29% ($104.6M -> $135.4M). IAPD ↗
$135.4M RAUM · 4 reps · 646-380-6611 · ofcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
AFT, FORSYTH AND COMPANY, INC. reported RAUM up 25% ($147.8M -> $184.9M). IAPD ↗
$184.9M RAUM · 2 reps · 561-296-6680
Portfolio / reporting / TAMPCRMFinancial planning software
60
TAURUS CAPITAL ADVISORS, LLC reported RAUM up 29% ($117.9M -> $152.4M). IAPD ↗
$152.4M RAUM · 4 reps · 503-658-9529 · tauruscap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CLUTTERBUCK CAPITAL MANAGEMENT LLC reported RAUM up 27% ($113.8M -> $144.6M). IAPD ↗
$144.6M RAUM · 4 reps · 216-539-1181
Portfolio / reporting / TAMPCRMFinancial planning software
60
BARRON FINANCIAL GROUP, LLP reported RAUM up 28% ($103.2M -> $131.6M). IAPD ↗
$131.6M RAUM · 3 reps · 860.489.0432 · barronfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ELM3 FINANCIAL GROUP, LLC reported RAUM up 28% ($106.8M -> $137.1M). IAPD ↗
$137.1M RAUM · 2 reps · 678-297-9500
Portfolio / reporting / TAMPCRMFinancial planning software
60
AMERICAN CAPITAL ADVISORY, LLC reported RAUM up 29% ($182.0M -> $234.0M). IAPD ↗
$234.0M RAUM · 6 reps · 208-710-8669
Portfolio / reporting / TAMPCRMFinancial planning software
60
WJ FINANCIAL ADVISORS, LLC reported RAUM up 27% ($114.7M -> $145.1M). IAPD ↗
$145.1M RAUM · 3 reps · 860-663-3646 · wjadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CHICAGO INVESTMENT ADVISORY GROUP reported RAUM up 26% ($168.4M -> $212.5M). IAPD ↗
$212.5M RAUM · 6 reps · 708-478-7190 · ciag.us
Portfolio / reporting / TAMPCRMFinancial planning software
60
MWA ASSET MANAGEMENT reported RAUM up 25% ($184.6M -> $231.3M). IAPD ↗
$231.3M RAUM · 2 reps · 781-263-1600 · mwa-am.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GUARDIAN WEALTH ADVISORS, LLC reported RAUM up 26% ($197.8M -> $249.2M). IAPD ↗
$249.2M RAUM · 5 reps · 952-746-3211
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALTARIS, LLC reported RAUM up 98% ($4.76B -> $9.41B). IAPD ↗fund
$9.41B RAUM · 32 reps · 212-931-0250 · altariscap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BESPOKE INVESTMENT GROUP, LLC reported RAUM up 25% ($41.0M -> $51.2M). IAPD ↗
$51.2M RAUM · 4 reps · 914-315-1248 · bespokepremium.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GUARDIAN WEALTH MANAGEMENT reported RAUM up 26% ($106.6M -> $133.9M). IAPD ↗
$133.9M RAUM · 3 reps · 385-355-4455 · investgwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BROWN FINANCIAL ADVISORS, LLC reported RAUM up 27% ($192.6M -> $244.9M). IAPD ↗
$244.9M RAUM · 3 reps · 513-575-9654
Portfolio / reporting / TAMPCRMFinancial planning software
60
LUESINK STENSTROM FINANCIAL reported RAUM up 30% ($54.4M -> $70.5M). IAPD ↗
$70.5M RAUM · 2 reps · 212-405-1609 · luesinkstenstrom.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MONEX ASSET MANAGEMENT, INC. reported RAUM up 26% ($159.7M -> $200.9M). IAPD ↗
$200.9M RAUM · 14 reps · 713-877-8234 · monexsec.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ARBUS CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($87.8M -> $111.5M). IAPD ↗
$111.5M RAUM · 1 reps · (646) 852-6134 · arbuscm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
UP NORTH FINANCIAL, LLC reported RAUM up 29% ($128.5M -> $165.2M). IAPD ↗
$165.2M RAUM · 2 reps · (231) 929-9300 · upnorthfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MONEY MANAGERS, INC. reported RAUM up 26% ($121.5M -> $153.4M). IAPD ↗
$153.4M RAUM · 5 reps · (725) 254-5220
Portfolio / reporting / TAMPCRMFinancial planning software
60
BAUER WEALTH MANAGEMENT INC. reported RAUM up 29% ($103.6M -> $133.3M). IAPD ↗
$133.3M RAUM · 3 reps · 719 575-9000 · bauerheitzmann.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
KRANE FINANCIAL SOLUTIONS reported RAUM up 28% ($171.7M -> $220.6M). IAPD ↗
$220.6M RAUM · 1 reps · 310-989-0934 · kranefinancialsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
QUEST 10 WEALTH BUILDERS, INC. reported RAUM up 30% ($120.8M -> $157.0M). IAPD ↗
$157.0M RAUM · 4 reps · 919-552-4286 · completefinancialsolutions.org
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAITLIN JOHN reported RAUM up 26% ($113.3M -> $143.3M). IAPD ↗
$143.3M RAUM · 21 reps · 810-355-1325 · caitlinjohn.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MCCARTNEY WEALTH MANAGEMENT LLC reported RAUM up 26% ($132.4M -> $166.4M). IAPD ↗
$166.4M RAUM · 2 reps · 314-246-0595 · mccwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. reported RAUM up 26% ($138.2M -> $174.5M). IAPD ↗
$174.5M RAUM · 3 reps · 360-604-8600
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTERWEALTH MANAGEMENT, LLC reported RAUM up 30% ($161.8M -> $209.8M). IAPD ↗
$209.8M RAUM · 4 reps · 480-397-2691 · interwealthmgt.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FIDUCIARY FINANCIAL PARTNERS, LLC reported RAUM up 27% ($164.6M -> $208.5M). IAPD ↗
$208.5M RAUM · 5 reps · 630-780-1534
Portfolio / reporting / TAMPCRMFinancial planning software
60
VERITION FUND MANAGEMENT LLC reported RAUM up 146% ($43.63B -> $107.25B). IAPD ↗fund
$107.25B RAUM · 293 reps · 203-742-7700 · verition.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
QUANTITATIVE INVESTMENT MANAGEMENT, LLC reported RAUM up 88% ($1.12B -> $2.11B). IAPD ↗fund
$2.11B RAUM · 6 reps · 434-817-4800 · quantitative.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BERTRAM CAPITAL MANAGEMENT LLC reported RAUM up 79% ($1.97B -> $3.52B). IAPD ↗fund
$3.52B RAUM · 26 reps · 650-358-5000 · bertramcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DME CAPITAL MANAGEMENT, LP reported RAUM up 98% ($1.59B -> $3.15B). IAPD ↗fund
$3.15B RAUM · 11 reps · 212-973-1900 · greenlightcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CIVC PARTNERS reported RAUM up 103% ($1.12B -> $2.27B). IAPD ↗fund
$2.27B RAUM · 23 reps · (312) 873-7300 · civc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PARTHENON CAPITAL PARTNERS reported RAUM up 82% ($7.10B -> $12.95B). IAPD ↗fund
$12.95B RAUM · 39 reps · 415-913-3900 · parthenoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MAN SOLUTIONS LLC reported RAUM up 343% ($1.65B -> $7.29B). IAPD ↗fund
$7.29B RAUM · 21 reps · 212.649.6600 · man.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COOPER CREEK PARTNERS MANAGEMENT LLC reported RAUM up 88% ($1.31B -> $2.46B). IAPD ↗fund
$2.46B RAUM · 5 reps · 646-291-2852
Portfolio / reporting / TAMPCRMFinancial planning software
60
CADIAN CAPITAL MANAGEMENT, LP reported RAUM up 77% ($2.48B -> $4.40B). IAPD ↗fund
$4.40B RAUM · 9 reps · 212-792-8800 · cadiancap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SGL FINANCIAL, LLC reported RAUM up 27% ($168.8M -> $214.0M). IAPD ↗
$214.0M RAUM · 16 reps · 888-245-2388
Portfolio / reporting / TAMPCRMFinancial planning software
60
CASCADE WEALTH ADVISORS, INC reported RAUM up 27% ($112.5M -> $143.4M). IAPD ↗
$143.4M RAUM · 1 reps · 509-886-8866 · cascade-wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLUE SPARK CAPITAL ADVISORS reported RAUM up 29% ($161.6M -> $208.3M). IAPD ↗
$208.3M RAUM · 2 reps · 2125373899 · about.me
Portfolio / reporting / TAMPCRMFinancial planning software
60
NEWFOUND RESEARCH LLC reported RAUM up 152% ($48.5M -> $122.1M). IAPD ↗institutional
$122.1M RAUM · 2 reps · (617) 531-9773 · blog.thinknewfound.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EDGEWATER SERVICES, LLC reported RAUM up 84% ($1.60B -> $2.94B). IAPD ↗fund
$2.94B RAUM · 20 reps · 312-649-5666 · edgewaterfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SIGNIFY WEALTH LLC reported RAUM up 29% ($169.9M -> $218.4M). IAPD ↗
$218.4M RAUM · 5 reps · 314-222-0295
Portfolio / reporting / TAMPCRMFinancial planning software
60
ROI FINANCIAL reported RAUM up 28% ($126.2M -> $161.6M). IAPD ↗
$161.6M RAUM · 3 reps · 503-941-5925
Portfolio / reporting / TAMPCRMFinancial planning software
60
KARYA CAPITAL MANAGEMENT LP reported RAUM up 207% ($1.22B -> $3.73B). IAPD ↗fund
$3.73B RAUM · 3 reps · 212-201-1970
Portfolio / reporting / TAMPCRMFinancial planning software
60
LGT CAPITAL PARTNERS (USA) INC. reported RAUM up 172% ($20.52B -> $55.73B). IAPD ↗fund
$55.73B RAUM · 45 reps · 212-336-0650 · lgtcp.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BRIGHTPATH WEALTH PLANNING, LLC reported RAUM up 27% ($129.6M -> $164.5M). IAPD ↗
$164.5M RAUM · 1 reps · 805-764-0335
Portfolio / reporting / TAMPCRMFinancial planning software
60
SENTARA CAPITAL reported RAUM up 28% ($103.0M -> $131.7M). IAPD ↗
$131.7M RAUM · 2 reps · (770) 509-5305 · sentarafinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WALLEYE CAPITAL LLC reported RAUM up 168% ($11.85B -> $31.70B). IAPD ↗fund
$31.70B RAUM · 192 reps · 952-345-5200 · walleyecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALLIANZ CAPITAL PARTNERS OF AMERICA LLC reported RAUM up 103% ($2.31B -> $4.70B). IAPD ↗fund
$4.70B RAUM · 32 reps · 212-739-3000 · allianzcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CHARTER WEALTH MANAGEMENT reported RAUM up 30% ($129.6M -> $168.1M). IAPD ↗
$168.1M RAUM · 3 reps · 919-729-2100 · charterwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
QUANTUM CAPITAL ADVISORS, LLC reported RAUM up 25% ($155.1M -> $193.9M). IAPD ↗
$193.9M RAUM · 4 reps · 609 677-4949
Portfolio / reporting / TAMPCRMFinancial planning software
60
LONG RIDGE EQUITY PARTNERS reported RAUM up 77% ($1.19B -> $2.11B). IAPD ↗fund
$2.11B RAUM · 17 reps · 212-951-8651 · lrepllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LOWELL ROAD ASSET MANAGEMENT, INC. reported RAUM up 29% ($30.3M -> $39.2M). IAPD ↗
$39.2M RAUM · 2 reps · 516-767-1099 · lowellroad.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLONG FINANCIAL reported RAUM up 27% ($139.5M -> $177.5M). IAPD ↗
$177.5M RAUM · 2 reps · 901-681-9037 · blongfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HILEY HUNT WEALTH MANAGEMENT, INC. reported RAUM up 28% ($154.0M -> $197.0M). IAPD ↗
$197.0M RAUM · 3 reps · 402-504-9347
Portfolio / reporting / TAMPCRMFinancial planning software
60
MAXELE ADVISORS, LLC reported RAUM up 25% ($122.9M -> $153.7M). IAPD ↗
$153.7M RAUM · 1 reps · 314-961-1850 · maxeleadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FOCUS WEALTH ADVISORS, LLC reported RAUM up 30% ($191.2M -> $247.8M). IAPD ↗
$247.8M RAUM · 1 reps · (713) 800-7170
Portfolio / reporting / TAMPCRMFinancial planning software
60
THE PALISADES GROUP, LLC reported RAUM up 88% ($8.42B -> $15.81B). IAPD ↗fund
$15.81B RAUM · 17 reps · 512-361-2148
Portfolio / reporting / TAMPCRMFinancial planning software
60
MACKENZIE INVESTMENTS reported RAUM up 101% ($3.81B -> $7.64B). IAPD ↗fund
$7.64B RAUM · 9 reps · 617-439-9500 · mackenzieinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SWMG, LLC reported RAUM up 27% ($196.4M -> $249.0M). IAPD ↗
$249.0M RAUM · 5 reps · 817-210-3444 · strittmatterwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MYECFO reported RAUM up 29% ($144.2M -> $186.2M). IAPD ↗
$186.2M RAUM · 9 reps · 6502314609 · myecfo.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HOLDCO ASSET MANAGEMENT, LP reported RAUM up 85% ($1.29B -> $2.39B). IAPD ↗fund
$2.39B RAUM · 4 reps · 954-433-6862
Portfolio / reporting / TAMPCRMFinancial planning software
60
EMC CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($116.6M -> $148.4M). IAPD ↗
$148.4M RAUM · 1 reps · 832-231-0130 · emccap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
OPINICUS reported RAUM up 28% ($169.9M -> $216.6M). IAPD ↗
$216.6M RAUM · 3 reps · (813) 443-4767
Portfolio / reporting / TAMPCRMFinancial planning software
60
COHEN INVESTMENT ADVISORS, LLC reported RAUM up 26% ($149.8M -> $188.3M). IAPD ↗
$188.3M RAUM · 2 reps · (603) 232-8350 · investwithcohen.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
O'CONNOR FINANCIAL GROUP LLC reported RAUM up 28% ($158.1M -> $202.3M). IAPD ↗
$202.3M RAUM · 3 reps · 217-223-0113
Portfolio / reporting / TAMPCRMFinancial planning software
60
WEALTH TEAMS ALLIANCE reported RAUM up 25% ($158.9M -> $199.3M). IAPD ↗
$199.3M RAUM · 10 reps · 877-282-4768 · wealth-teams.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ATLANTIS WEALTH ADVISORS LLC reported RAUM up 25% ($113.1M -> $141.4M). IAPD ↗
$141.4M RAUM · 6 reps · 419-794-0538 · camelotportfolios.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LEVIN FUNDING GROUP LLC reported RAUM up 27% ($129.5M -> $164.5M). IAPD ↗
$164.5M RAUM · 2 reps · 520-751-2000 · levinfunding.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
OASIS CAPITAL PARTNERS (TEXAS) INC. reported RAUM up 88% ($3.05B -> $5.74B). IAPD ↗fund
$5.74B RAUM · 22 reps · 1-512-225-1025
Portfolio / reporting / TAMPCRMFinancial planning software
60
ATWATER WEALTH MANAGEMENT, INC. reported RAUM up 26% ($153.5M -> $192.7M). IAPD ↗
$192.7M RAUM · 2 reps · 617-723-1439 · atwaterwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ATWOB reported RAUM up 27% ($58.2M -> $73.7M). IAPD ↗
$73.7M RAUM · 2 reps · (914) 302-3233 · today2b.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LUMINIST CAPITAL, LLC reported RAUM up 25% ($102.8M -> $128.6M). IAPD ↗
$128.6M RAUM · 3 reps · 616-600-4517
Portfolio / reporting / TAMPCRMFinancial planning software
60
VANTAGE WEALTH PLANNING reported RAUM up 26% ($134.9M -> $169.7M). IAPD ↗
$169.7M RAUM · 2 reps · 775-502-8484 · vantagewealthplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ECHO WEALTH MANAGEMENT, LLC reported RAUM up 29% ($147.8M -> $190.0M). IAPD ↗
$190.0M RAUM · 3 reps · 763-432-7875 · echowm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BUCKLEY CAPITAL ADVISORS, LLC reported RAUM up 27% ($105.2M -> $133.3M). IAPD ↗
$133.3M RAUM · 2 reps · 347-292-9957 · buckleycapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WP ASSET MANAGEMENT reported RAUM up 29% ($111.2M -> $143.3M). IAPD ↗
$143.3M RAUM · 1 reps · 908-719-8800
Portfolio / reporting / TAMPCRMFinancial planning software
60
PEAK WEALTH MANAGEMENT LLC reported RAUM up 28% ($93.6M -> $119.8M). IAPD ↗
$119.8M RAUM · 3 reps · 603-488-2476
Portfolio / reporting / TAMPCRMFinancial planning software
60
WINTHROP PARTNERS - EPA, LLC reported RAUM up 28% ($32.9M -> $42.2M). IAPD ↗
$42.2M RAUM · 4 reps · 267-454-4585 · winthroppartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ROUNDANGLE ADVISORS LLC reported RAUM up 28% ($120.4M -> $154.6M). IAPD ↗
$154.6M RAUM · 2 reps · 732-889-3774
Portfolio / reporting / TAMPCRMFinancial planning software
60
FIGURE 8 INVESTMENT STRATEGIES LLC reported RAUM up 25% ($132.7M -> $166.4M). IAPD ↗
$166.4M RAUM · 4 reps · (208) 385-0078
Portfolio / reporting / TAMPCRMFinancial planning software
60
MAGNATE ADVISORY SERVICES, LLC reported RAUM up 25% ($167.6M -> $209.9M). IAPD ↗
$209.9M RAUM · 7 reps · (502) 855-3160
Portfolio / reporting / TAMPCRMFinancial planning software
60
TENARON CAPITAL MANAGEMENT LP reported RAUM up 81% ($18.97B -> $34.40B). IAPD ↗fund
$34.40B RAUM · 13 reps · 212-951-0595 · tenaroncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MOUNTAIN PASS PLANNING reported RAUM up 26% ($42.8M -> $53.8M). IAPD ↗
$53.8M RAUM · 1 reps · 845-592-0789
Portfolio / reporting / TAMPCRMFinancial planning software
60
WELLINGTON INVESTMENT ADVISORS reported RAUM up 26% ($148.2M -> $187.0M). IAPD ↗
$187.0M RAUM · 5 reps · 812-333-0874 · wellingtoninvestmentadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
O'BRIEN INVESTMENT MANAGEMENT, LLC reported RAUM up 25% ($154.1M -> $192.7M). IAPD ↗
$192.7M RAUM · 2 reps · 310-363-2360 · obrienim.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ANTARCTICA INVESTMENT ADVISORS, LLC reported RAUM up 136% ($1.49B -> $3.51B). IAPD ↗fund
$3.51B RAUM · 14 reps · 212 983 1602 · antarcticacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BAYBRIDGE CAPITAL GROUP, LLC reported RAUM up 26% ($134.4M -> $169.4M). IAPD ↗
$169.4M RAUM · 4 reps · (888) 440-2224 · baybridgecg.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
POLYCHAIN CAPITAL LP reported RAUM up 93% ($2.61B -> $5.04B). IAPD ↗fund
$5.04B RAUM · 9 reps · 415-613-5108
Portfolio / reporting / TAMPCRMFinancial planning software
60
VANGUARD CAPITAL reported RAUM up 27% ($152.9M -> $194.6M). IAPD ↗
$194.6M RAUM · 0 reps · 844-861-7504 · vcapwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GEMSPRING CAPITAL MANAGEMENT, LLC reported RAUM up 96% ($2.07B -> $4.05B). IAPD ↗fund
$4.05B RAUM · 42 reps · (203) 408-2851
Portfolio / reporting / TAMPCRMFinancial planning software
60
RELEVE FINANCIAL GROUP reported RAUM up 27% ($147.0M -> $186.6M). IAPD ↗
$186.6M RAUM · 5 reps · 612-801-0556 · dawndahlby.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALLEGIANT REAL ESTATE CAPITAL, LP reported RAUM up 101% ($29.4M -> $59.1M). IAPD ↗institutional
$59.1M RAUM · 1 reps · 646-362-0311 · allegiantrec.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DONALD SMITH, L.P. reported RAUM up 75% ($107.7M -> $188.8M). IAPD ↗institutional
$188.8M RAUM · 5 reps · 212-284-0990
Portfolio / reporting / TAMPCRMFinancial planning software
60
SPAHN WEALTH & RETIREMENT LLC reported RAUM up 26% ($100.9M -> $127.3M). IAPD ↗
$127.3M RAUM · 1 reps · 602-730-6114
Portfolio / reporting / TAMPCRMFinancial planning software
60
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC reported RAUM up 28% ($144.8M -> $184.8M). IAPD ↗
$184.8M RAUM · 3 reps · (720) 287-0918 · hdwscolorado.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALERE PLANNING LLC reported RAUM up 27% ($117.0M -> $149.0M). IAPD ↗
$149.0M RAUM · 2 reps · 410-252-0088 · alereplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DEFINE FINANCIAL, LLC reported RAUM up 26% ($162.6M -> $205.2M). IAPD ↗
$205.2M RAUM · 3 reps · (858) 345-1197
Portfolio / reporting / TAMPCRMFinancial planning software
60
SCALAR GAUGE MANAGEMENT, LLC reported RAUM up 29% ($149.7M -> $192.5M). IAPD ↗
$192.5M RAUM · 2 reps · (469) 708-2080 · scalargauge.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKROCK ALTERNATIVES MANAGEMENT, LLC reported RAUM up 78% ($8.18B -> $14.60B). IAPD ↗fund
$14.60B RAUM · 16 reps · 212 810 5300
Portfolio / reporting / TAMPCRMFinancial planning software
60
ROSEROCK WEALTH MANAGEMENT, LLC reported RAUM up 28% ($132.7M -> $170.5M). IAPD ↗
$170.5M RAUM · 2 reps · (214) 220-8989 · roserockwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ROCKHILL ADVISORS LLC reported RAUM up 29% ($116.0M -> $149.1M). IAPD ↗
$149.1M RAUM · 1 reps · (312) 282-1040
Portfolio / reporting / TAMPCRMFinancial planning software
60
BRIXTON CAPITAL WEALTH ADVISORS, LLC reported RAUM up 26% ($116.4M -> $146.1M). IAPD ↗
$146.1M RAUM · 4 reps · 516-222-5300 · brixtonwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TIKEHAU CAPITAL NORTH AMERICA LLC reported RAUM up 168% ($3.39B -> $9.09B). IAPD ↗fund
$9.09B RAUM · 36 reps · 646-876-2088 · tikehaucapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE ISG-II ADVISORS L.L.C. reported RAUM up 119% ($6.53B -> $14.29B). IAPD ↗fund
$14.29B RAUM · 30 reps · 212-583-5000 · soundcloud.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EVERSIDE CAPITAL PARTNERS reported RAUM up 86% ($1.01B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 10 reps · 646-603-3608
Portfolio / reporting / TAMPCRMFinancial planning software
60
MFN PARTNERS MANAGEMENT, LP reported RAUM up 79% ($3.95B -> $7.08B). IAPD ↗fund
$7.08B RAUM · 7 reps · 617-443-2040
Portfolio / reporting / TAMPCRMFinancial planning software
60
MEDALIST PARTNERS LP reported RAUM up 78% ($1.13B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 12 reps · 212-493-4477 · medalistpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC reported RAUM up 136% ($5.95B -> $14.05B). IAPD ↗fund
$14.05B RAUM · 45 reps · 212-720-1000 · aquarianinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CORE INDUSTRIAL PARTNERS, LLC reported RAUM up 86% ($1.08B -> $2.00B). IAPD ↗fund
$2.00B RAUM · 28 reps · 312-566-4880
Portfolio / reporting / TAMPCRMFinancial planning software
60
GALAXY DIGITAL CAPITAL MANAGEMENT LP reported RAUM up 193% ($1.25B -> $3.65B). IAPD ↗fund
$3.65B RAUM · 28 reps · 212-499-0081
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLUE OWL GPSC ADVISORS LLC reported RAUM up 78% ($41.82B -> $74.53B). IAPD ↗fund
$74.53B RAUM · 20 reps · (212) 419-3000 · blueowl.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VITRAL ADVISORS LLC reported RAUM up 27% ($92.7M -> $117.8M). IAPD ↗
$117.8M RAUM · 2 reps · 212-287-4034 · vitraladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MULTICOIN CAPITAL MANAGEMENT, LLC reported RAUM up 179% ($1.36B -> $3.81B). IAPD ↗fund
$3.81B RAUM · 7 reps · 512-774-4000 · multicoin.capital
Portfolio / reporting / TAMPCRMFinancial planning software
60
GREAT GABLE WEALTH MANAGEMENT, LLC reported RAUM up 25% ($108.4M -> $135.8M). IAPD ↗
$135.8M RAUM · 3 reps · 415-986-1116
Portfolio / reporting / TAMPCRMFinancial planning software
60
BRIDGES CAPITAL LLC reported RAUM up 28% ($40.6M -> $52.2M). IAPD ↗
$52.2M RAUM · 2 reps · 954-271-1075
Portfolio / reporting / TAMPCRMFinancial planning software
60
ABLE WEALTH MANAGEMENT LLC reported RAUM up 29% ($189.4M -> $244.4M). IAPD ↗
$244.4M RAUM · 5 reps · 212-634-7842
Portfolio / reporting / TAMPCRMFinancial planning software
60
KAIZEN FINANCIAL STRATEGIES, LLC reported RAUM up 29% ($141.3M -> $182.7M). IAPD ↗
$182.7M RAUM · 5 reps · (408) 819-9010 · kfstrategies.us
Portfolio / reporting / TAMPCRMFinancial planning software
60
ARA PARTNERS reported RAUM up 88% ($3.28B -> $6.17B). IAPD ↗fund
$6.17B RAUM · 32 reps · (713) 337-9150 · arapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
IDX ADVISORS reported RAUM up 152% ($42.2M -> $106.5M). IAPD ↗institutional
$106.5M RAUM · 5 reps · 800-403-4349 · idxadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ERVIN INVESTMENT MANAGEMENT reported RAUM up 27% ($161.6M -> $205.9M). IAPD ↗
$205.9M RAUM · 3 reps · 206-495-9957
Portfolio / reporting / TAMPCRMFinancial planning software
60
ERICKSON FINANCIAL GROUP, LLC reported RAUM up 29% ($113.9M -> $146.6M). IAPD ↗
$146.6M RAUM · 2 reps · (484) 209-5270
Portfolio / reporting / TAMPCRMFinancial planning software
60
JADE CAPITAL ADVISORS, LLC reported RAUM up 236% ($59.6M -> $200.5M). IAPD ↗institutional
$200.5M RAUM · 3 reps · 646-859-7251
Portfolio / reporting / TAMPCRMFinancial planning software
60
MARITIME PARTNERS, LLC reported RAUM up 107% ($1.48B -> $3.06B). IAPD ↗fund
$3.06B RAUM · 9 reps · 504-264-5870
Portfolio / reporting / TAMPCRMFinancial planning software
60
59 NORTH CAPITAL MANAGEMENT, LP reported RAUM up 129% ($1.08B -> $2.47B). IAPD ↗fund
$2.47B RAUM · 3 reps · 646-876-3787
Portfolio / reporting / TAMPCRMFinancial planning software
60
THE H GROUP WASHINGTON, INC. reported RAUM up 27% ($176.3M -> $223.7M). IAPD ↗
$223.7M RAUM · 6 reps · 425-827-6236
Portfolio / reporting / TAMPCRMFinancial planning software
60
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC reported RAUM up 28% ($119.6M -> $153.7M). IAPD ↗
$153.7M RAUM · 7 reps · 609-945-1772 · wkswa.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ESOTERICA CAPITAL LLC reported RAUM up 27% ($30.5M -> $38.7M). IAPD ↗
$38.7M RAUM · 3 reps · 860-543-3942 · esotericacap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SALUDA GRADE ASSET MANAGEMENT LLC reported RAUM up 109% ($1.25B -> $2.61B). IAPD ↗fund
$2.61B RAUM · 14 reps · 1 646 974 8560 · saludagrade.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DEW POINT CAPITAL reported RAUM up 30% ($124.5M -> $161.5M). IAPD ↗
$161.5M RAUM · 2 reps · 410-258-2174 · dewpointcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EMPOWER WEALTH MANAGEMENT reported RAUM up 26% ($116.3M -> $146.3M). IAPD ↗
$146.3M RAUM · 2 reps · 512-833-6557 · empoweringretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ABBEY STREET reported RAUM up 27% ($192.6M -> $245.0M). IAPD ↗
$245.0M RAUM · 7 reps · (952) 224-7272
Portfolio / reporting / TAMPCRMFinancial planning software
60
GLENORCHY CAPITAL LIMITED reported RAUM up 25% ($139.5M -> $174.6M). IAPD ↗
$174.6M RAUM · 2 reps · 61416433041 · glenorchycapital.net
Portfolio / reporting / TAMPCRMFinancial planning software
60
SEMUS WEALTH PARTNERS, LLC reported RAUM up 26% ($185.0M -> $232.4M). IAPD ↗
$232.4M RAUM · 1 reps · 561-465-7550 · semuswp.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PELKONEN AND ASSOCIATES LLC reported RAUM up 26% ($169.5M -> $212.8M). IAPD ↗
$212.8M RAUM · 2 reps · (631) 396-1032 · ampwealthcare.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MAGNIFINA, LLC reported RAUM up 27% ($31.0M -> $39.3M). IAPD ↗
$39.3M RAUM · 1 reps · 800-732-0818
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLUEPRINT FUND MANAGEMENT reported RAUM up 132% ($94.5M -> $218.8M). IAPD ↗institutional
$218.8M RAUM · 2 reps · 336-609-7522 · blueprintmutualfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BISON CAPITAL ADVISORS, LLC reported RAUM up 29% ($185.4M -> $240.0M). IAPD ↗
$240.0M RAUM · 3 reps · (405) 257-0646 · bisoncapadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
AQUATIC CAPITAL MANAGEMENT LLC reported RAUM up 217% ($1.75B -> $5.54B). IAPD ↗fund
$5.54B RAUM · 66 reps · 312-858-6200 · aquatic.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ATLAS FIDUCIARY FINANCIAL, LLC reported RAUM up 30% ($178.2M -> $231.2M). IAPD ↗
$231.2M RAUM · 5 reps · (941) 879-9290 · atlasfiduciary.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
THREE CORD TRUE WEALTH MANAGEMENT, LLC reported RAUM up 27% ($150.3M -> $191.2M). IAPD ↗
$191.2M RAUM · 7 reps · 724-683-3456
Portfolio / reporting / TAMPCRMFinancial planning software
60
SOURCEROCK GROUP LLC reported RAUM up 77% ($1.16B -> $2.06B). IAPD ↗fund
$2.06B RAUM · 7 reps · 312-361-3360 · sourcerocklp.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EMISSARY WEALTH reported RAUM up 25% ($93.7M -> $117.4M). IAPD ↗
$117.4M RAUM · 5 reps · 201-853-9103 · emissarywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PMV CAPITAL ADVISERS, LLC reported RAUM up 27% ($62.0M -> $79.0M). IAPD ↗
$79.0M RAUM · 3 reps · 972-850-0146
Portfolio / reporting / TAMPCRMFinancial planning software
60
SEEDS INVESTOR LLC reported RAUM up 131% ($71.7M -> $165.5M). IAPD ↗institutional
$165.5M RAUM · 2 reps · (212) 287-7370
Portfolio / reporting / TAMPCRMFinancial planning software
60
NAVIGATE 401K, LLC reported RAUM up 76% ($75.0M -> $132.0M). IAPD ↗institutional
$132.0M RAUM · 2 reps · 205-224-9502 · navigate401k.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CLARUS GROUP LLC reported RAUM up 26% ($85.4M -> $107.8M). IAPD ↗
$107.8M RAUM · 2 reps · (732) 325-0456 · clarusfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC reported RAUM up 27% ($130.3M -> $164.9M). IAPD ↗
$164.9M RAUM · 1 reps · 214-732-4243
Portfolio / reporting / TAMPCRMFinancial planning software
60
TCN PRIVATE WEALTH MANAGEMENT LLC reported RAUM up 29% ($80.0M -> $103.2M). IAPD ↗
$103.2M RAUM · 1 reps · (917) 494-9304
Portfolio / reporting / TAMPCRMFinancial planning software
60
NDVR reported RAUM up 27% ($138.5M -> $175.4M). IAPD ↗
$175.4M RAUM · 7 reps · 857-326-6992
Portfolio / reporting / TAMPCRMFinancial planning software
60
NORTH REEF CAPITAL MANAGEMENT LP reported RAUM up 98% ($1.94B -> $3.84B). IAPD ↗fund
$3.84B RAUM · 4 reps · 949-482-2121
Portfolio / reporting / TAMPCRMFinancial planning software
60
TRANSCEND ADVISOR GROUP, LLC reported RAUM up 27% ($170.0M -> $216.2M). IAPD ↗
$216.2M RAUM · 4 reps · 262-884-9983 · info@transcendadvisorgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MARIPAU WEALTH MANAGEMENT LLC reported RAUM up 29% ($181.5M -> $235.0M). IAPD ↗
$235.0M RAUM · 17 reps · 260-493-3930
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALTERNATIVE FUND ADVISORS, LLC reported RAUM up 247% ($47.6M -> $165.1M). IAPD ↗institutional
$165.1M RAUM · 3 reps · 844-850-5809
Portfolio / reporting / TAMPCRMFinancial planning software
60
BURKHOLDER & ASSOCIATES, LLC reported RAUM up 28% ($145.7M -> $186.5M). IAPD ↗
$186.5M RAUM · 2 reps · 301-778-9970 · burkholderassociates.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GUERRA PAN ADVISORS, LLC reported RAUM up 27% ($125.4M -> $158.8M). IAPD ↗
$158.8M RAUM · 2 reps · (917) 599-9596 · guerrapanadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VALKYRIE FUNDS LLC reported RAUM up 387% ($31.2M -> $152.1M). IAPD ↗institutional
$152.1M RAUM · 2 reps · 218-255-9743
Portfolio / reporting / TAMPCRMFinancial planning software
60
REICON WEALTH ADVISORS, LLC reported RAUM up 26% ($114.3M -> $143.5M). IAPD ↗
$143.5M RAUM · 3 reps · 404-328-2120 · reiconwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EISLER CAPITAL (US) LLC reported RAUM up 340% ($6.14B -> $26.97B). IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HEIGHTS LLC reported RAUM up 26% ($152.8M -> $192.7M). IAPD ↗
$192.7M RAUM · 2 reps · 310-640-7647
Portfolio / reporting / TAMPCRMFinancial planning software
60
SUBVERSIVE CAPITAL ADVISOR LLC reported RAUM up 138% ($13.1M -> $31.1M). IAPD ↗institutional
$31.1M RAUM · 2 reps · 212-461-4825
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTERWISE reported RAUM up 28% ($180.5M -> $230.3M). IAPD ↗
$230.3M RAUM · 3 reps · 801-484-6004 · interwisewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SPECIALIZED RETIREMENT CONSULTANTS LLC reported RAUM up 27% ($120.9M -> $153.6M). IAPD ↗
$153.6M RAUM · 1 reps · 920-858-8957 · specializedretire.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
READYSTATE ASSET MANAGEMENT reported RAUM up 389% ($1.14B -> $5.58B). IAPD ↗fund
$5.58B RAUM · 16 reps · 312-471-8600
Portfolio / reporting / TAMPCRMFinancial planning software
60
WILKINSON WEALTH MANAGEMENT, LLC reported RAUM up 28% ($100.6M -> $128.4M). IAPD ↗
$128.4M RAUM · 1 reps · 520-777-1911 · wilkinsonwealthmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CERTUS WEALTH MANAGEMENT LLC reported RAUM up 26% ($108.4M -> $136.3M). IAPD ↗
$136.3M RAUM · 1 reps · 650-232-2023 · certuswealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
OXFORD WEALTH GROUP, LLC reported RAUM up 27% ($156.4M -> $198.9M). IAPD ↗
$198.9M RAUM · 7 reps · 407-495-2004
Portfolio / reporting / TAMPCRMFinancial planning software
60
ACADEMY ASSET MANAGEMENT reported RAUM up 307% ($40.1M -> $163.5M). IAPD ↗institutional
$163.5M RAUM · 3 reps · 646-341-6869 · academyassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
AJ ADVISORS reported RAUM up 29% ($191.0M -> $247.0M). IAPD ↗
$247.0M RAUM · 2 reps · 615-709-8709
Portfolio / reporting / TAMPCRMFinancial planning software
60
FOX HILL WEALTH MANAGEMENT reported RAUM up 28% ($154.6M -> $198.4M). IAPD ↗
$198.4M RAUM · 5 reps · 781-613-2600
Portfolio / reporting / TAMPCRMFinancial planning software
60
SG TRADING SOLUTIONS, LLC reported RAUM up 108% ($100.0M -> $207.8M). IAPD ↗institutional
$207.8M RAUM · 3 reps · (801) 683-2856
Portfolio / reporting / TAMPCRMFinancial planning software
60
TRITON WEALTH reported RAUM up 28% ($151.8M -> $194.8M). IAPD ↗
$194.8M RAUM · 3 reps · 218-927-2427
Portfolio / reporting / TAMPCRMFinancial planning software
60
MARKETDESK INDICES LLC reported RAUM up 4461894100% ($2 -> $89.2M). IAPD ↗institutional
$89.2M RAUM · 2 reps · 646-787-0394 · marketdeskresearch.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALTERRA IOS MANAGER, LLC reported RAUM up 99% ($1.07B -> $2.13B). IAPD ↗fund
$2.13B RAUM · 15 reps · 215-240-1231 · ios.alterraproperty.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HATCH COVE CAPITAL, LLC reported RAUM up 76% ($43.0M -> $75.5M). IAPD ↗institutional
$75.5M RAUM · 2 reps · 708-617-2410
Portfolio / reporting / TAMPCRMFinancial planning software
60
SOLARIA MANAGEMENT LP reported RAUM up 90% ($47.5M -> $90.2M). IAPD ↗institutional
$90.2M RAUM · 1 reps · 516-492-5804
Portfolio / reporting / TAMPCRMFinancial planning software
60
DOUBLE DUTY MONEY MANAGEMENT LLC reported RAUM up 27% ($26.9M -> $34.1M). IAPD ↗
$34.1M RAUM · 3 reps · (212) 408-1754
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC reported RAUM up 169% ($5.21B -> $14.03B). IAPD ↗fund
$14.03B RAUM · 295 reps · 212-503-2100 · blackstone.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
REX ADVISERS, LLC reported RAUM up 3103% ($3.7M -> $119.3M). IAPD ↗institutional
$119.3M RAUM · 1 reps · 203-557-6201 · rexadvisers.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
APOLLO MANAGER, LLC reported RAUM up 62% ($164.0M -> $265.7M). IAPD ↗institutional
$265.7M RAUM · 774 reps · 212-515-3200
Portfolio / reporting / TAMPCRMFinancial planning software
60
ASPIRE STRATEGIST PORTFOLIOS LLC reported RAUM up 67589% ($44,069 -> $29.8M). IAPD ↗institutional
$29.8M RAUM · 3 reps · 212 292 3177
Portfolio / reporting / TAMPCRMFinancial planning software
60
GRACIAN CAPITAL LLC reported RAUM up 147% ($45.0M -> $111.3M). IAPD ↗institutional
$111.3M RAUM · 2 reps · 858-832-1977
Portfolio / reporting / TAMPCRMFinancial planning software
59
ARES CAPITAL MANAGEMENT II LLC reported RAUM up 46% ($3.60B -> $5.26B). IAPD ↗institutional
$5.26B RAUM · 519 reps · 310-201-4100
Portfolio / reporting / TAMPCRMFinancial planning software
59
SRB CORPORATION reported RAUM up 46% ($2.67B -> $3.89B). IAPD ↗institutional
$3.89B RAUM · 2 reps · 857-205-1697
Portfolio / reporting / TAMPCRMFinancial planning software
59
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported RAUM up 73% ($1.32B -> $2.28B). IAPD ↗fund
$2.28B RAUM · 5 reps · 646-442-6727 · sprucehousecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
MONROE CAPITAL BDC ADVISORS, LLC reported RAUM up 49% ($2.11B -> $3.15B). IAPD ↗institutional
$3.15B RAUM · 15 reps · (312) 258-8300 · monroebdc.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
SQUAREPOINT OPS LLC reported RAUM up 74% ($72.71B -> $126.50B). IAPD ↗fund
$126.50B RAUM · 72 reps · 646 868 1500 · squarepoint-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
1505 CAPITAL LLC reported RAUM up 48% ($1.10B -> $1.63B). IAPD ↗institutional
$1.63B RAUM · 4 reps · 646-978-5329 · midwestholding.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
MUZINICH BDC ADVISER, LLC reported RAUM up 74% ($101.7M -> $177.2M). IAPD ↗institutional
$177.2M RAUM · 10 reps · 212-888-3413
Portfolio / reporting / TAMPCRMFinancial planning software
59
BANNER RIDGE PARTNERS reported RAUM up 71% ($4.25B -> $7.27B). IAPD ↗fund
$7.27B RAUM · 15 reps · (212) 301-7135 · bannerridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
KNOX LANE LP reported RAUM up 72% ($1.47B -> $2.54B). IAPD ↗fund
$2.54B RAUM · 13 reps · (415) 651-2279
Portfolio / reporting / TAMPCRMFinancial planning software
59
CONCORD ASSET MANAGEMENT, LLC reported RAUM up 60% ($253.8M -> $406.0M). IAPD ↗institutional
$406.0M RAUM · 2 reps · (276) 628-5910
Portfolio / reporting / TAMPCRMFinancial planning software
59
CORNERSTONE PARTNERS reported RAUM up 73% ($11.60B -> $20.03B). IAPD ↗fund
$20.03B RAUM · 15 reps · 434-296-2300
Portfolio / reporting / TAMPCRMFinancial planning software
58
SWS CAPITAL MANAGEMENT, LLC reported RAUM up 128% ($218.4M -> $498.0M). IAPD ↗fund
$498.0M RAUM · 3 reps · 212-461-6500 · swscapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
PACER ADVISORS, INC. reported RAUM up 44% ($24.33B -> $35.11B). IAPD ↗institutional
$35.11B RAUM · 5 reps · 855-780-8100 · paceradvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
LGK ADVISORS, LLC reported RAUM up 68% ($1.56B -> $2.62B). IAPD ↗fund
$2.62B RAUM · 8 reps · 212-378-3700 · lsvadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
APOLLO CREDIT MANAGEMENT, LLC reported RAUM up 42% ($6.08B -> $8.63B). IAPD ↗institutional
$8.63B RAUM · 774 reps · 212-515-3200 · apollo.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
MANIKAY PARTNERS reported RAUM up 188% ($140.2M -> $403.0M). IAPD ↗fund
$403.0M RAUM · 3 reps · 212-588-6200 · manikaypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
REFLOW SERVICES, LLC reported RAUM up 170% ($128.9M -> $348.4M). IAPD ↗fund
$348.4M RAUM · 2 reps · (888) 648-0668 · reflow.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
FENWAY PARTNERS, LLC reported RAUM up 89% ($219.0M -> $414.0M). IAPD ↗fund
$414.0M RAUM · 2 reps · 212-698-9400 · fenwaypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ASCRIBE MANAGEMENT LLC reported RAUM up 282% ($66.1M -> $252.4M). IAPD ↗fund
$252.4M RAUM · 4 reps · 212-476-8000 · american-securities.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
MILLSTREET CAPITAL MANAGEMENT LLC reported RAUM up 67% ($1.77B -> $2.97B). IAPD ↗fund
$2.97B RAUM · 4 reps · 617-939-0030 · millstreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
GREAT RANGE CAPITAL, LLC reported RAUM up 125% ($198.4M -> $445.9M). IAPD ↗fund
$445.9M RAUM · 9 reps · 913-378-0850
Portfolio / reporting / TAMPCRMFinancial planning software
58
QUANTITATIVE SYSTEMATIC STRATEGIES LLC reported RAUM up 70% ($1.20B -> $2.04B). IAPD ↗fund
$2.04B RAUM · 2 reps · 904-686-6100
Portfolio / reporting / TAMPCRMFinancial planning software
58
METIS GLOBAL PARTNERS, LLC reported RAUM up 67% ($2.09B -> $3.50B). IAPD ↗fund
$3.50B RAUM · 5 reps · 858-436-3030 · metisgp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
FARMSTEAD CAPITAL MANAGEMENT, LLC reported RAUM up 91% ($210.6M -> $402.2M). IAPD ↗fund
$402.2M RAUM · 2 reps · 201-493-3990
Portfolio / reporting / TAMPCRMFinancial planning software
58
WESTROCK ASSET MANAGEMENT, LLC reported RAUM up 249% ($119.3M -> $416.8M). IAPD ↗fund
$416.8M RAUM · 4 reps · 501.320.4867 · westrockam.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
AZARIAS CAPITAL MANAGEMENT, L.P. reported RAUM up 100% ($126.6M -> $252.9M). IAPD ↗fund
$252.9M RAUM · 4 reps · 215-494-3300
Portfolio / reporting / TAMPCRMFinancial planning software
58
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. reported RAUM up 89% ($186.4M -> $353.3M). IAPD ↗fund
$353.3M RAUM · 4 reps · 484-253-0001 · peakequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ACACIA PARTNERS, LLC reported RAUM up 81% ($254.9M -> $461.4M). IAPD ↗fund
$461.4M RAUM · 5 reps · 214-973-2373 · acaciapartnersllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CROSSINGBRIDGE ADVISORS, LLC reported RAUM up 44% ($1.28B -> $1.84B). IAPD ↗institutional
$1.84B RAUM · 7 reps · (914) 741-1515 · crossingbridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
MAVEN ROYALTY MANAGEMENT, LLC reported RAUM up 92% ($150.0M -> $287.6M). IAPD ↗fund
$287.6M RAUM · 7 reps · 318-698-0048 · mavenroyalty.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
FLAT ROCK GLOBAL reported RAUM up 51% ($552.4M -> $833.1M). IAPD ↗institutional
$833.1M RAUM · 6 reps · 307-500-5200 · flatrockglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
MAYTUS CAPITAL MANAGEMENT, LLC reported RAUM up 130% ($109.5M -> $251.7M). IAPD ↗fund
$251.7M RAUM · 2 reps · 646-863-0080
Portfolio / reporting / TAMPCRMFinancial planning software
58
NZS CAPITAL LLC reported RAUM up 68% ($1.35B -> $2.26B). IAPD ↗fund
$2.26B RAUM · 7 reps · 720-213-8221 · nzscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ACRUENCE CAPITAL, LLC reported RAUM up 70% ($89.0M -> $151.0M). IAPD ↗institutional
$151.0M RAUM · 4 reps · 833-653-6400 · acruence.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
DAVENTRY GROUP LP reported RAUM up 112% ($147.6M -> $312.3M). IAPD ↗fund
$312.3M RAUM · 2 reps · 646.933.8060 · daventrygroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
NORTH BRANCH CAPITAL MANAGEMENT, L.P. reported RAUM up 84% ($234.3M -> $430.1M). IAPD ↗fund
$430.1M RAUM · 8 reps · 630-782-1590
Portfolio / reporting / TAMPCRMFinancial planning software
58
LYNX1 CAPITAL MANAGEMENT LP reported RAUM up 97% ($136.4M -> $268.3M). IAPD ↗fund
$268.3M RAUM · 1 reps · 703-963-7214
Portfolio / reporting / TAMPCRMFinancial planning software
58
GAVILAN INVESTMENT PARTNERS LLC reported RAUM up 172% ($128.7M -> $350.0M). IAPD ↗fund
$350.0M RAUM · 1 reps · 650-334-4990 · gavilanpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ENHANCED PK SERVICES, LLC reported RAUM up 44% ($1.79B -> $2.58B). IAPD ↗institutional
$2.58B RAUM · 1 reps · 646-829-3629
Portfolio / reporting / TAMPCRMFinancial planning software
58
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. reported RAUM up 138% ($140.0M -> $333.9M). IAPD ↗fund
$333.9M RAUM · 18 reps · 713-335-4700 · juncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SQUARE CIRCLE IA LP reported RAUM up 76% ($220.5M -> $388.5M). IAPD ↗fund
$388.5M RAUM · 3 reps · 617-918-7057
Portfolio / reporting / TAMPCRMFinancial planning software
58
GRANT AVENUE CAPITAL LLC reported RAUM up 101% ($243.8M -> $490.5M). IAPD ↗fund
$490.5M RAUM · 12 reps · 212-294-8935 · grantave.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
TROLUCE CAPITAL ADVISORS LLC reported RAUM up 89% ($238.2M -> $449.4M). IAPD ↗fund
$449.4M RAUM · 3 reps · 646-347-8801 · troluce.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
METAURUS ADVISORS LLC reported RAUM up 139% ($144.8M -> $345.5M). IAPD ↗fund
$345.5M RAUM · 5 reps · 201-683-7979
Portfolio / reporting / TAMPCRMFinancial planning software
58
HURRICANE CAPITAL ADVISORS LLC reported RAUM up 129% ($181.1M -> $415.2M). IAPD ↗fund
$415.2M RAUM · 6 reps · 212-702-7101 · hurricanecapital.io
Portfolio / reporting / TAMPCRMFinancial planning software
58
B. RILEY WEALTH PRIVATE SHARES reported RAUM up 859% ($31.0M -> $297.4M). IAPD ↗fund
$297.4M RAUM · 5 reps · 901-251-1330
Portfolio / reporting / TAMPCRMFinancial planning software
58
L2 POINT MANAGEMENT LLC reported RAUM up 149% ($158.5M -> $395.1M). IAPD ↗fund
$395.1M RAUM · 5 reps · 919-452-0172 · l2-point.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
COINBASE ASSET MANAGEMENT, LLC reported RAUM up 80% ($156.6M -> $281.6M). IAPD ↗fund
$281.6M RAUM · 6 reps · (203) 489-1450
Portfolio / reporting / TAMPCRMFinancial planning software
58
S2 FUND MANAGER, LLC reported RAUM up 212% ($100.0M -> $312.2M). IAPD ↗fund
$312.2M RAUM · 14 reps · 214-377-2977 · s2cp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
22V ASSET MANAGEMENT reported RAUM up 107% ($125.7M -> $260.1M). IAPD ↗fund
$260.1M RAUM · 5 reps · 917-224-2277 · 22vam.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
TWO ROADS PARTNERS MANAGEMENT, LP reported RAUM up 85% ($183.0M -> $337.6M). IAPD ↗fund
$337.6M RAUM · 13 reps · 212-300-9803 · tworoads.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
BOLTON INVESTMENT reported RAUM up 63% ($37.4M -> $61.0M). IAPD ↗institutional
$61.0M RAUM · 7 reps · 410 547-0500 · boltonusa.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
AVALON GLOBAL ASSET MANAGEMENT LLC reported RAUM up 74% ($186.9M -> $325.6M). IAPD ↗fund
$325.6M RAUM · 3 reps · 415-615-5200
Portfolio / reporting / TAMPCRMFinancial planning software
57
INVESCO CAPITAL MANAGEMENT LLC reported RAUM up 36% ($400.64B -> $545.53B). IAPD ↗institutional
$545.53B RAUM · 49 reps · 800-983-0903
Portfolio / reporting / TAMPCRMFinancial planning software
57
EQT PARTNERS INC. reported RAUM up 36% ($19.21B -> $26.05B). IAPD ↗institutional
$26.05B RAUM · 93 reps · 917 281 0850
Portfolio / reporting / TAMPCRMFinancial planning software
57
SEGRA CAPITAL MANAGEMENT, LLC reported RAUM up 70% ($264.5M -> $449.9M). IAPD ↗fund
$449.9M RAUM · 2 reps · 561-890-9127
Portfolio / reporting / TAMPCRMFinancial planning software
57
SHELTER GROWTH CAPITAL PARTNERS LLC reported RAUM up 65% ($1.71B -> $2.82B). IAPD ↗fund
$2.82B RAUM · 9 reps · 203-355-6100
Portfolio / reporting / TAMPCRMFinancial planning software
57
WYNNCHURCH CAPITAL, L.P. reported RAUM up 62% ($5.65B -> $9.18B). IAPD ↗fund
$9.18B RAUM · 40 reps · 847-604-6100 · wynnchurch.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
STF MANAGEMENT LP reported RAUM up 61% ($141.4M -> $227.4M). IAPD ↗institutional
$227.4M RAUM · 4 reps · 972-452-6883 · stfm.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
AMPLIFY INVESTMENTS LLC reported RAUM up 36% ($3.91B -> $5.33B). IAPD ↗institutional
$5.33B RAUM · 22 reps · (630)-487-2530
Portfolio / reporting / TAMPCRMFinancial planning software
57
FLEXPATH STRATEGIES reported RAUM up 37% ($39.53B -> $54.25B). IAPD ↗institutional
$54.25B RAUM · 13 reps · 949-460-9898 · flexpathstrategies.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
GRANITE STATE CAPITAL MANAGEMENT, LP reported RAUM up 71% ($514.0M -> $877.8M). IAPD ↗fund
$877.8M RAUM · 6 reps · 646-688-3231 · granitestatecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
EDEN CAPITAL MANAGEMENT LLC reported RAUM up 73% ($168.6M -> $292.0M). IAPD ↗fund
$292.0M RAUM · 6 reps · 212-588-9000
Portfolio / reporting / TAMPCRMFinancial planning software
57
FORA CAPITAL, LLC reported RAUM up 63% ($1.06B -> $1.73B). IAPD ↗fund
$1.73B RAUM · 2 reps · 786-558-3902 · foracapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
ELECTRIC CAPITAL PARTNERS, LLC reported RAUM up 61% ($1.14B -> $1.83B). IAPD ↗fund
$1.83B RAUM · 13 reps · (650) 420-5055
Portfolio / reporting / TAMPCRMFinancial planning software
57
HEARD CAPITAL LLC reported RAUM up 64% ($1.01B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 4 reps · 312-786-5210 · heardcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
YAUPON CAPITAL MANAGEMENT LP reported RAUM up 62% ($1.43B -> $2.32B). IAPD ↗fund
$2.32B RAUM · 10 reps · 646-755-3825
Portfolio / reporting / TAMPCRMFinancial planning software
57
EAGLE POINT INCOME MANAGEMENT LLC reported RAUM up 64% ($148.6M -> $243.7M). IAPD ↗institutional
$243.7M RAUM · 9 reps · 203-340-8500
Portfolio / reporting / TAMPCRMFinancial planning software
57
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC reported RAUM up 40% ($1.01B -> $1.42B). IAPD ↗institutional
$1.42B RAUM · 13 reps · 610-265-2800 · morganproperties.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
MTC WEALTH MANAGEMENT reported RAUM up 47% ($213.5M -> $313.6M). IAPD ↗institutional
$313.6M RAUM · 3 reps · 888-727-9191 · mtcwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
PACELINE EQUITY PARTNERS, LLC reported RAUM up 60% ($1.04B -> $1.67B). IAPD ↗fund
$1.67B RAUM · 30 reps · 469-405-0908 · pacelineequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
ARDMORE ROAD ASSET MANAGEMENT LP reported RAUM up 74% ($520.4M -> $905.7M). IAPD ↗fund
$905.7M RAUM · 6 reps · 203-872-9030 · ardmoreroad.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
COMVEST CREDIT ADVISORS, LLC reported RAUM up 60% ($3.01B -> $4.83B). IAPD ↗fund
$4.83B RAUM · 80 reps · 561-727-2000 · comvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
BANSK GROUP LLC reported RAUM up 65% ($1.36B -> $2.24B). IAPD ↗fund
$2.24B RAUM · 14 reps · (646) 827-8710 · banskgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
ARCHITECT CAPITAL CORP. reported RAUM up 74% ($201.6M -> $350.1M). IAPD ↗fund
$350.1M RAUM · 8 reps · 650-769-7630
Portfolio / reporting / TAMPCRMFinancial planning software
57
CIRRUS REAL ESTATE PARTNERS reported RAUM up 72% ($281.6M -> $483.9M). IAPD ↗fund
$483.9M RAUM · 8 reps · 212-385-4040 · cirrusrep.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
BAXTER CAPITAL MANAGEMENT INC reported RAUM up 31% ($1.78B -> $2.34B). IAPD ↗institutional
$2.34B RAUM · 3 reps · 317-706-0041 · baxtercapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
VALLEY VIEW CONSULTING LLC reported RAUM up 35% ($10.50B -> $14.13B). IAPD ↗institutional
$14.13B RAUM · 6 reps · (540)297-3419 · valleyviewconsulting.net
Portfolio / reporting / TAMPCRMFinancial planning software
56
PROFUND ADVISORS LLC reported RAUM up 32% ($2.77B -> $3.65B). IAPD ↗institutional
$3.65B RAUM · 35 reps · (240) 497-6400 · profunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC reported RAUM up 56% ($6.07B -> $9.47B). IAPD ↗fund
$9.47B RAUM · 85 reps · 617-747-1600 · manulifeim.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
COOK STREET CONSULTING, INC. reported RAUM up 32% ($5.35B -> $7.08B). IAPD ↗institutional
$7.08B RAUM · 31 reps · 303-333-7770
Portfolio / reporting / TAMPCRMFinancial planning software
56
GEODE CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($803.47B -> $1062.80B). IAPD ↗institutional
$1062.80B RAUM · 34 reps · 1-800-777-6757
Portfolio / reporting / TAMPCRMFinancial planning software
56
BIVIUM CAPITAL PARTNERS, LLC reported RAUM up 31% ($3.19B -> $4.17B). IAPD ↗institutional
$4.17B RAUM · 8 reps · 415-825-0610 · biviumcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
SILVA CAPITAL MANAGEMENT LLC reported RAUM up 56% ($108.6M -> $169.4M). IAPD ↗institutional
$169.4M RAUM · 1 reps · 312-840-8259 · silvacapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
CAPSTONE INVESTMENT ADVISORS, LLC reported RAUM up 59% ($43.48B -> $69.25B). IAPD ↗fund
$69.25B RAUM · 108 reps · 212-232-1420
Portfolio / reporting / TAMPCRMFinancial planning software
56
CRESSEY & COMPANY LP reported RAUM up 57% ($2.35B -> $3.69B). IAPD ↗fund
$3.69B RAUM · 21 reps · 312-945-5700
Portfolio / reporting / TAMPCRMFinancial planning software
56
SVERICA CAPITAL MANAGEMENT reported RAUM up 57% ($1.35B -> $2.12B). IAPD ↗fund
$2.12B RAUM · 19 reps · 617-695-0221
Portfolio / reporting / TAMPCRMFinancial planning software
56
GRAHAM PARTNERS, INC. reported RAUM up 60% ($2.19B -> $3.51B). IAPD ↗fund
$3.51B RAUM · 67 reps · 610-408-0500 · grahampartners.net
Portfolio / reporting / TAMPCRMFinancial planning software
56
ALPINE INVESTORS reported RAUM up 56% ($11.05B -> $17.28B). IAPD ↗fund
$17.28B RAUM · 102 reps · 415-392-9100 · alpineinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
CAPULA INVESTMENT US LP reported RAUM up 35% ($75.09B -> $101.12B). IAPD ↗institutional
$101.12B RAUM · 15 reps · (646) 874-5400 · capulaglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
MATRIX CAPITAL MANAGEMENT COMPANY, LP reported RAUM up 59% ($7.61B -> $12.09B). IAPD ↗fund
$12.09B RAUM · 17 reps · 781-522-4962
Portfolio / reporting / TAMPCRMFinancial planning software
56
ARMOUR CAPITAL MANAGEMENT LP reported RAUM up 31% ($9.44B -> $12.34B). IAPD ↗institutional
$12.34B RAUM · 6 reps · 772-617-4340 · armourcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
EAB INVESTMENT GROUP, LLC reported RAUM up 58% ($85.9M -> $136.1M). IAPD ↗institutional
$136.1M RAUM · 4 reps · 646-583-0032 · eabinvestmentgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
ONE RIVER ASSET MANAGEMENT, LLC reported RAUM up 58% ($2.55B -> $4.03B). IAPD ↗fund
$4.03B RAUM · 14 reps · 203-489-1440 · oneriveram.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
ADW CAPITAL MANAGEMENT LLC reported RAUM up 67% ($284.4M -> $473.5M). IAPD ↗fund
$473.5M RAUM · 1 reps · 646-684-4086 · adwcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
SCHONFELD STRATEGIC ADVISORS LLC reported RAUM up 58% ($56.94B -> $89.72B). IAPD ↗fund
$89.72B RAUM · 376 reps · 1 786 772 5102 · schonfeld.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
STRATOS INVESTMENT MANAGEMENT, LLC reported RAUM up 34% ($1.14B -> $1.52B). IAPD ↗institutional
$1.52B RAUM · 3 reps · 4402104900 · stratosinvestmentmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
FS CREDIT INCOME ADVISOR, LLC reported RAUM up 40% ($579.0M -> $812.9M). IAPD ↗institutional
$812.9M RAUM · 2 reps · 215-220-6651
Portfolio / reporting / TAMPCRMFinancial planning software
56
KAH CAPITAL MANAGEMENT, LLC reported RAUM up 66% ($191.4M -> $317.0M). IAPD ↗fund
$317.0M RAUM · 5 reps · 703-677-3424 · kahcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
COHERE CAPITAL reported RAUM up 67% ($225.4M -> $375.5M). IAPD ↗fund
$375.5M RAUM · 8 reps · 617-245-4020 · coherecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
CROSSPOINT CAPITAL PARTNERS, LP reported RAUM up 55% ($2.13B -> $3.31B). IAPD ↗fund
$3.31B RAUM · 14 reps · 650-850-1740
Portfolio / reporting / TAMPCRMFinancial planning software
56
FORMENTERA PARTNERS LP reported RAUM up 59% ($1.00B -> $1.60B). IAPD ↗fund
$1.60B RAUM · 10 reps · 512-320-9812
Portfolio / reporting / TAMPCRMFinancial planning software
56
PATIENT SQUARE CAPITAL, LP reported RAUM up 59% ($4.95B -> $7.88B). IAPD ↗fund
$7.88B RAUM · 28 reps · (650) 677-8100 · patientsquarecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
VICTOR CAPITAL PARTNERS reported RAUM up 69% ($169.2M -> $286.6M). IAPD ↗fund
$286.6M RAUM · 8 reps · (212) 202-3340 · victorcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
KYNAM CAPITAL MANAGEMENT, LP reported RAUM up 58% ($1.16B -> $1.83B). IAPD ↗fund
$1.83B RAUM · 2 reps · 574-315-9016
Portfolio / reporting / TAMPCRMFinancial planning software
56
STELLUS CAPITAL INCOME PBDC, LLC reported RAUM up 44% ($245.5M -> $352.9M). IAPD ↗institutional
$352.9M RAUM · 18 reps · 713-292-5400
Portfolio / reporting / TAMPCRMFinancial planning software
56
QUANTIX COMMODITIES LP reported RAUM up 58% ($88.0M -> $139.0M). IAPD ↗institutional
$139.0M RAUM · 11 reps · 203-864-3388 · quantixcommodities.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
EIR PARTNERS CAPITAL, LLC reported RAUM up 66% ($201.1M -> $334.5M). IAPD ↗fund
$334.5M RAUM · 7 reps · 317-281-7373 · eirpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
SIXTH STREET LENDING PARTNERS ADVISERS, LLC reported RAUM up 32% ($2.38B -> $3.14B). IAPD ↗institutional
$3.14B RAUM · 42 reps · 469-621-3001
Portfolio / reporting / TAMPCRMFinancial planning software
56
DEXTRA PARTNERS reported RAUM up 59% ($2.14B -> $3.40B). IAPD ↗fund
$3.40B RAUM · 14 reps · 212-300-9820
Portfolio / reporting / TAMPCRMFinancial planning software
56
OHA PRIVATE CREDIT ADVISORS II, L.P. reported RAUM up 40% ($352.5M -> $495.2M). IAPD ↗institutional
$495.2M RAUM · 123 reps · 212-326-1500
Portfolio / reporting / TAMPCRMFinancial planning software
56
STEMPOINT CAPITAL LP reported RAUM up 67% ($264.0M -> $440.9M). IAPD ↗fund
$440.9M RAUM · 3 reps · 212-540-4099 · stempointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
MYCOR CAPITAL MANAGEMENT, LLC reported RAUM up 67% ($212.3M -> $354.2M). IAPD ↗fund
$354.2M RAUM · 8 reps · 203-803-4840 · mycorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
ANCIENT MANAGEMENT LP D/B/A ANCIENT reported RAUM up 45% ($250.0M -> $361.4M). IAPD ↗institutional
$361.4M RAUM · 5 reps · 212-870-8751 · ancientlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
BOW RIVER ADVISERS, LLC reported RAUM up 42% ($325.7M -> $461.1M). IAPD ↗institutional
$461.1M RAUM · 4 reps · (303) 861-8466 · bowriverevergreen.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
VAN ECK ASSOCIATES CORP. reported RAUM up 25% ($56.24B -> $70.40B). IAPD ↗institutional
$70.40B RAUM · 41 reps · 212-293-2000 · soundcloud.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
BLACKROCK FUND ADVISORS reported RAUM up 27% ($2406.69B -> $3047.29B). IAPD ↗institutional
$3047.29B RAUM · 283 reps · 415 670 2000
Portfolio / reporting / TAMPCRMFinancial planning software
55
BERKSHIRE CAPITAL HOLDINGS INC reported RAUM up 35% ($188.6M -> $255.2M). IAPD ↗institutional
$255.2M RAUM · 1 reps · (408) 526-0707 · berkshirefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
USI ADVISORS reported RAUM up 30% ($32.08B -> $41.62B). IAPD ↗institutional
$41.62B RAUM · 42 reps · 860-633-5283 · usicg.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
RENAISSANCE CAPITAL LLC reported RAUM up 52% ($137.2M -> $209.2M). IAPD ↗institutional
$209.2M RAUM · 17 reps · 203-622-2978
Portfolio / reporting / TAMPCRMFinancial planning software
55
VERUS ADVISORY, INC. reported RAUM up 30% ($8.50B -> $11.02B). IAPD ↗institutional
$11.02B RAUM · 82 reps · 206-622-3700
Portfolio / reporting / TAMPCRMFinancial planning software
55
HILLTOP SECURITIES ASSET MANAGEMENT, LLC reported RAUM up 27% ($21.41B -> $27.23B). IAPD ↗institutional
$27.23B RAUM · 12 reps · 214-953-4000 · hilltopsecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ANDCO CONSULTING reported RAUM up 36% ($718.8M -> $976.6M). IAPD ↗institutional
$976.6M RAUM · 89 reps · 844-442-6326 · thistleasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
COLUMBIA CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($1.39B -> $1.75B). IAPD ↗institutional
$1.75B RAUM · 6 reps · 913-248-8500 · bidvault.us
Portfolio / reporting / TAMPCRMFinancial planning software
55
GOTHAM ASSET MANAGEMENT, LLC reported RAUM up 50% ($4.20B -> $6.31B). IAPD ↗fund
$6.31B RAUM · 19 reps · 212-319-4100 · gotham.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ALPHADYNE ASSET MANAGEMENT LP reported RAUM up 50% ($76.68B -> $115.31B). IAPD ↗fund
$115.31B RAUM · 21 reps · 212-806-3700 · adyne.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
TOKIO MARINE ASSET MANAGEMENT (USA), LTD. reported RAUM up 27% ($1.38B -> $1.76B). IAPD ↗institutional
$1.76B RAUM · 11 reps · 212-476-8290
Portfolio / reporting / TAMPCRMFinancial planning software
55
PALM BEACH CAPITAL MANAGEMENT III, LLC reported RAUM up 64% ($513.7M -> $841.1M). IAPD ↗fund
$841.1M RAUM · 5 reps · 561-659-9022 · pbcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ONE ROCK CAPITAL reported RAUM up 51% ($6.90B -> $10.41B). IAPD ↗fund
$10.41B RAUM · 50 reps · 212-605-6000 · onerock.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
GREENLEA LANE CAPITAL MANAGEMENT LLC reported RAUM up 64% ($222.8M -> $366.1M). IAPD ↗fund
$366.1M RAUM · 1 reps · 646-450-9248 · greenlealane.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
NEXPOINT ADVISORS, L.P. reported RAUM up 51% ($116.0M -> $174.8M). IAPD ↗institutional
$174.8M RAUM · 18 reps · 214-276-6300 · nexpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CERITY PARTNERS RETIREMENT PLAN ADVISORS reported RAUM up 27% ($12.81B -> $16.22B). IAPD ↗institutional
$16.22B RAUM · 53 reps · 212-850-4260
Portfolio / reporting / TAMPCRMFinancial planning software
55
BREVAN HOWARD US INVESTMENT MANAGEMENT LP reported RAUM up 27% ($14.07B -> $17.81B). IAPD ↗institutional
$17.81B RAUM · 128 reps · 212-602-7800 · brevanhoward.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
OGBORNE CAPITAL MANAGEMENT, LLC. reported RAUM up 61% ($253.0M -> $406.1M). IAPD ↗fund
$406.1M RAUM · 2 reps · 415-876-3000 · ogbornecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CAS INVESTMENT PARTNERS, LLC reported RAUM up 62% ($585.3M -> $951.1M). IAPD ↗fund
$951.1M RAUM · 2 reps · (212) 804-7660 · cliffordsosin.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
AMULET CAPITAL PARTNERS, L.P. reported RAUM up 52% ($1.76B -> $2.68B). IAPD ↗fund
$2.68B RAUM · 12 reps · 646-561-6655
Portfolio / reporting / TAMPCRMFinancial planning software
55
ENGINEERS GATE MANAGER LP reported RAUM up 51% ($4.30B -> $6.48B). IAPD ↗fund
$6.48B RAUM · 60 reps · 646-757-2800
Portfolio / reporting / TAMPCRMFinancial planning software
55
AFF FUND MANAGER, LLC reported RAUM up 30% ($1.33B -> $1.72B). IAPD ↗institutional
$1.72B RAUM · 15 reps · (770) 450-8742 · theardentcompanies.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SKYKNIGHT CAPITAL, L.P. reported RAUM up 53% ($2.33B -> $3.55B). IAPD ↗fund
$3.55B RAUM · 15 reps · 415.914.0782 · skyknightcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
LWO LLC reported RAUM up 64% ($169.8M -> $278.6M). IAPD ↗fund
$278.6M RAUM · 20 reps · 469-351-3470
Portfolio / reporting / TAMPCRMFinancial planning software
55
SUNDERLAND CAPITAL PARTNERS LP reported RAUM up 80% ($30.9M -> $55.6M). IAPD ↗fund
$55.6M RAUM · 2 reps · 617-894-3057
Portfolio / reporting / TAMPCRMFinancial planning software
55
MANA ADVISORS LLC reported RAUM up 54% ($70.4M -> $108.4M). IAPD ↗institutional
$108.4M RAUM · 2 reps · 332-201-7620
Portfolio / reporting / TAMPCRMFinancial planning software
55
FAIRMOUNT FUNDS MANAGEMENT LLC reported RAUM up 54% ($1.48B -> $2.28B). IAPD ↗fund
$2.28B RAUM · 11 reps · 267-262-5300 · fairmountfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CION ARES MANAGEMENT, LLC reported RAUM up 29% ($3.64B -> $4.69B). IAPD ↗institutional
$4.69B RAUM · 4 reps · 212-418-4700 · aresmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ROG VI L.L.C. reported RAUM up 192% ($76.7M -> $224.1M). IAPD ↗fund
$224.1M RAUM · 13 reps · 713-874-9000 · riverbendenergygroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CRESCENT COVE ADVISORS, LP reported RAUM up 64% ($275.3M -> $451.7M). IAPD ↗fund
$451.7M RAUM · 2 reps · 415-800-2289
Portfolio / reporting / TAMPCRMFinancial planning software
55
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC reported RAUM up 40% ($668.6M -> $934.5M). IAPD ↗institutional
$934.5M RAUM · 70 reps · 212-847-3459
Portfolio / reporting / TAMPCRMFinancial planning software
55
HAZOOR PARTNERS, LLC reported RAUM up 60% ($162.2M -> $259.7M). IAPD ↗fund
$259.7M RAUM · 4 reps · 458-203-0665 · hazoorpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SONA ASSET MANAGEMENT (US) LLC reported RAUM up 51% ($8.49B -> $12.84B). IAPD ↗fund
$12.84B RAUM · 10 reps · 646-779-6302 · sona-am.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CAPACUITY LLC reported RAUM up 27% ($5.61B -> $7.11B). IAPD ↗institutional
$7.11B RAUM · 14 reps · (407) 949-6889 · capacuity.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
MIROVA US reported RAUM up 27% ($8.40B -> $10.67B). IAPD ↗institutional
$10.67B RAUM · 38 reps · 857-305-6333 · mirova.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FLOWSTONE PARTNERS, LLC reported RAUM up 36% ($522.9M -> $710.5M). IAPD ↗institutional
$710.5M RAUM · 5 reps · 312-429-2419
Portfolio / reporting / TAMPCRMFinancial planning software
55
BROWNING WEST LP reported RAUM up 53% ($1.00B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 4 reps · 310-984-7600
Portfolio / reporting / TAMPCRMFinancial planning software
55
SCALEWORKS CAPITAL, LLC reported RAUM up 62% ($162.9M -> $263.5M). IAPD ↗fund
$263.5M RAUM · 6 reps · 210-544-5409 · soil.works
Portfolio / reporting / TAMPCRMFinancial planning software
55
HILL CITY CAPITAL LP reported RAUM up 52% ($1.19B -> $1.82B). IAPD ↗fund
$1.82B RAUM · 4 reps · 617-702-7408 · hillcitycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
WALNUT LEVEL CAPITAL LLC reported RAUM up 272% ($50.0M -> $186.2M). IAPD ↗fund
$186.2M RAUM · 2 reps · 720-689-9009 · walnutlevel.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
LONG WALK MANAGEMENT LP reported RAUM up 112% ($112.3M -> $237.9M). IAPD ↗fund
$237.9M RAUM · 2 reps · 917-817-9743 · longwalkmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
OFF THE CHAIN CAPITAL, LLC reported RAUM up 81% ($112.9M -> $204.3M). IAPD ↗fund
$204.3M RAUM · 4 reps · 618-910-3560 · offthechain.capital
Portfolio / reporting / TAMPCRMFinancial planning software
55
ASCEND PARTNERS reported RAUM up 63% ($588.1M -> $957.1M). IAPD ↗fund
$957.1M RAUM · 9 reps · 646-689-2100 · ascendpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
IN-DEPTH PARTNERS, LLC reported RAUM up 117% ($81.3M -> $176.8M). IAPD ↗fund
$176.8M RAUM · 2 reps · 786-688-4347 · in-depthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
PERCHERON CAPITAL reported RAUM up 51% ($2.05B -> $3.09B). IAPD ↗fund
$3.09B RAUM · 37 reps · (415)738-4340 · percheroncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
TRIATOMIC MANAGEMENT LP reported RAUM up 80% ($101.0M -> $182.1M). IAPD ↗fund
$182.1M RAUM · 4 reps · 646-225-5995 · hkcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CALLODINE CREDIT MANAGEMENT reported RAUM up 62% ($273.6M -> $442.9M). IAPD ↗fund
$442.9M RAUM · 11 reps · 617-880-7494 · callodine.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
VELOCIS MANAGEMENT, LLC reported RAUM up 64% ($164.1M -> $268.4M). IAPD ↗fund
$268.4M RAUM · 16 reps · 214-702-0220
Portfolio / reporting / TAMPCRMFinancial planning software
55
SPARKLINE CAPITAL LP reported RAUM up 102% ($22.3M -> $45.0M). IAPD ↗fund
$45.0M RAUM · 1 reps · 212-655-9870 · sparklinecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
NEWVEST MANAGEMENT, LP reported RAUM up 437% ($46.5M -> $249.5M). IAPD ↗fund
$249.5M RAUM · 6 reps · 646-300-4305 · newvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SZOP MULTISTRAT MANAGEMENT LLC reported RAUM up 124% ($24.6M -> $55.1M). IAPD ↗fund
$55.1M RAUM · 4 reps · 646-975-5541
Portfolio / reporting / TAMPCRMFinancial planning software
55
BITWISE INVESTMENT MANAGER, LLC reported RAUM up 113% ($17.5M -> $37.2M). IAPD ↗fund
$37.2M RAUM · 7 reps · 415-707-3663 · bwebetf.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
DOMA PERPETUAL CAPITAL MANAGEMENT LLC reported RAUM up 76% ($60.8M -> $106.8M). IAPD ↗fund
$106.8M RAUM · 4 reps · 305-549-5081 · domaperpetual.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SEA OTTER ADVISORS LLC reported RAUM up 81% ($68.8M -> $124.7M). IAPD ↗fund
$124.7M RAUM · 4 reps · 646-849-3810
Portfolio / reporting / TAMPCRMFinancial planning software
55
NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC reported RAUM up 104% ($100.0M -> $203.6M). IAPD ↗fund
$203.6M RAUM · 4 reps · 917-334-6809
Portfolio / reporting / TAMPCRMFinancial planning software
55
SATURN FIVE ADVISORS LLC reported RAUM up 64% ($170.2M -> $279.0M). IAPD ↗fund
$279.0M RAUM · 3 reps · 303-829-2093 · saturnfive.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CAIUS CAPITAL US LP reported RAUM up 29% ($1.13B -> $1.47B). IAPD ↗institutional
$1.47B RAUM · 1 reps · +1(347) 637-7131 · caiuscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SURGOCAP PARTNERS LP reported RAUM up 50% ($1.99B -> $2.99B). IAPD ↗fund
$2.99B RAUM · 10 reps · 646-974-6340 · surgocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
PRAETORIAN PR LLC reported RAUM up 62% ($214.1M -> $347.6M). IAPD ↗fund
$347.6M RAUM · 6 reps · (786) 396-1281 · pracap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
POLPO CAPITAL MANAGEMENT LLC reported RAUM up 326% ($45.4M -> $193.2M). IAPD ↗fund
$193.2M RAUM · 2 reps · 646-891-5073 · polpocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ARISTOTLE INVESTMENT SERVICES, LLC reported RAUM up 25% ($10.69B -> $13.37B). IAPD ↗institutional
$13.37B RAUM · 8 reps · (844) 597-3886
Portfolio / reporting / TAMPCRMFinancial planning software
55
ARGOSY-LIONBRIDGE MANAGEMENT, LLC reported RAUM up 208% ($28.4M -> $87.5M). IAPD ↗fund
$87.5M RAUM · 5 reps · (646) 440-3583 · argosylbm.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
BMO CAPITAL MARKETS CORP. reported RAUM up 31% ($607.8M -> $796.4M). IAPD ↗institutional
$796.4M RAUM · 25 reps · (212) 605-1504 · bmocm.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
GOLDBERG LINDSAY & CO. LLC reported RAUM up 49% ($6.41B -> $9.53B). IAPD ↗fund
$9.53B RAUM · 41 reps · 212-651-1100 · lindsaygoldbergllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
TWIN TREE MANAGEMENT, LP reported RAUM up 50% ($5.77B -> $8.63B). IAPD ↗fund
$8.63B RAUM · 8 reps · 214-979-2313
Portfolio / reporting / TAMPCRMFinancial planning software
54
KENTER CANYON CAPITAL, LLC reported RAUM up 58% ($212.3M -> $335.2M). IAPD ↗fund
$335.2M RAUM · 1 reps · 310-968-8295
Portfolio / reporting / TAMPCRMFinancial planning software
54
DYNASTY WEALTH MANAGEMENT, LLC reported RAUM up 31% ($697.6M -> $916.8M). IAPD ↗institutional
$916.8M RAUM · 1 reps · 727-865-4809
Portfolio / reporting / TAMPCRMFinancial planning software
54
ALYESKA INVESTMENT GROUP, L.P. reported RAUM up 46% ($15.05B -> $22.03B). IAPD ↗fund
$22.03B RAUM · 38 reps · 312-899-7900 · highlinercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
HOUND PARTNERS reported RAUM up 46% ($2.92B -> $4.27B). IAPD ↗fund
$4.27B RAUM · 17 reps · 212-984-2415
Portfolio / reporting / TAMPCRMFinancial planning software
54
LONE PEAK PARTNERS MANAGEMENT LP reported RAUM up 75% ($97.9M -> $171.2M). IAPD ↗fund
$171.2M RAUM · 2 reps · 646-430-8675
Portfolio / reporting / TAMPCRMFinancial planning software
54
GRAYCLIFF PARTNERS LP reported RAUM up 49% ($1.63B -> $2.43B). IAPD ↗fund
$2.43B RAUM · 24 reps · 212-300-2910 · graycliffpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
WINDJAMMER CAPITAL INVESTORS reported RAUM up 50% ($2.49B -> $3.73B). IAPD ↗fund
$3.73B RAUM · 17 reps · (949) 721-9944 · windjammercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
GFG ALTERNATIVE INVESTMENT ADVISORS LLC reported RAUM up 58% ($267.0M -> $422.6M). IAPD ↗fund
$422.6M RAUM · 3 reps · 203-742-1473
Portfolio / reporting / TAMPCRMFinancial planning software
54
MSD PARTNERS, L.P. reported RAUM up 48% ($16.29B -> $24.12B). IAPD ↗fund
$24.12B RAUM · 189 reps · 212-303-1650 · bdtmsd.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
FIVE ELMS CAPITAL reported RAUM up 47% ($1.62B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 48 reps · (913) 953-8960 · fiveelms.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
INTERVAL PARTNERS, L.P. reported RAUM up 47% ($3.64B -> $5.35B). IAPD ↗fund
$5.35B RAUM · 21 reps · 646-412-6800
Portfolio / reporting / TAMPCRMFinancial planning software
54
MC CREDIT PARTNERS LP reported RAUM up 48% ($2.25B -> $3.33B). IAPD ↗fund
$3.33B RAUM · 21 reps · (203) 989-9700
Portfolio / reporting / TAMPCRMFinancial planning software
54
O'BRIEN-STALEY PARTNERS reported RAUM up 46% ($1.14B -> $1.66B). IAPD ↗fund
$1.66B RAUM · 13 reps · 612-254-6442 · osp-group.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
GAUGE CAPITAL reported RAUM up 49% ($2.24B -> $3.34B). IAPD ↗fund
$3.34B RAUM · 35 reps · 682-334-5800
Portfolio / reporting / TAMPCRMFinancial planning software
54
FIVE POINT ENERGY LLC reported RAUM up 47% ($3.56B -> $5.25B). IAPD ↗fund
$5.25B RAUM · 11 reps · 713-351-0700 · fivepointenergy.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
USCF ADVISERS reported RAUM up 31% ($199.3M -> $261.6M). IAPD ↗institutional
$261.6M RAUM · 6 reps · 510-522-9600 · uscfinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
CAPTION MANAGEMENT, LLC reported RAUM up 48% ($1.15B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 10 reps · 347-797-5101 · captionpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
WATEREQUITY LLC reported RAUM up 57% ($205.5M -> $322.2M). IAPD ↗fund
$322.2M RAUM · 29 reps · 816-800-8100
Portfolio / reporting / TAMPCRMFinancial planning software
54
INVENOMIC CAPITAL MANAGEMENT LP reported RAUM up 50% ($2.48B -> $3.71B). IAPD ↗fund
$3.71B RAUM · 7 reps · 617-729-2323 · invenomic.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
AZORA CAPITAL LP reported RAUM up 48% ($1.05B -> $1.56B). IAPD ↗fund
$1.56B RAUM · 5 reps · 212-651-2231 · azoracapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ONCE CAPITAL MANAGEMENT, LLC reported RAUM up 74% ($93.8M -> $163.3M). IAPD ↗fund
$163.3M RAUM · 4 reps · 646-867-0658 · oncecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
J.F. LEHMAN AND COMPANY LLC reported RAUM up 48% ($4.23B -> $6.28B). IAPD ↗fund
$6.28B RAUM · 32 reps · 212-634-0100 · jflpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
MEREWETHER INVESTMENT MANAGEMENT, LP reported RAUM up 47% ($1.57B -> $2.30B). IAPD ↗fund
$2.30B RAUM · 8 reps · 214-453-5522 · merewetherinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ARCA INVESTMENT MANAGEMENT, LLC reported RAUM up 71% ($113.0M -> $193.8M). IAPD ↗fund
$193.8M RAUM · 14 reps · (424) 400-7444
Portfolio / reporting / TAMPCRMFinancial planning software
54
E2P reported RAUM up 46% ($1.17B -> $1.70B). IAPD ↗fund
$1.70B RAUM · 13 reps · 312-872-0030
Portfolio / reporting / TAMPCRMFinancial planning software
54
PARKMAN HEALTHCARE PARTNERS LLC reported RAUM up 59% ($591.9M -> $942.5M). IAPD ↗fund
$942.5M RAUM · 5 reps · (203) 516-3690 · parkmanhp.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
OCEANSOUND PARTNERS, LP reported RAUM up 46% ($1.81B -> $2.65B). IAPD ↗fund
$2.65B RAUM · 17 reps · 212-433-3050 · oceansoundpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ARCTOS PARTNERS reported RAUM up 48% ($6.64B -> $9.83B). IAPD ↗fund
$9.83B RAUM · 45 reps · 972-918-3800
Portfolio / reporting / TAMPCRMFinancial planning software
54
AIMPERA CAPITAL PARTNERS LLC reported RAUM up 58% ($507.3M -> $802.3M). IAPD ↗fund
$802.3M RAUM · 9 reps · 415-463-3965
Portfolio / reporting / TAMPCRMFinancial planning software
54
ICAPITAL REGISTERED FUND ADVISER LLC reported RAUM up 31% ($561.6M -> $737.1M). IAPD ↗institutional
$737.1M RAUM · 15 reps · 212-994-7400 · icapitalnetwork.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
GROWTH CATALYST PARTNERS, L.P. reported RAUM up 60% ($560.0M -> $895.8M). IAPD ↗fund
$895.8M RAUM · 9 reps · (312) 283-3689
Portfolio / reporting / TAMPCRMFinancial planning software
54
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC reported RAUM up 49% ($6.83B -> $10.15B). IAPD ↗fund
$10.15B RAUM · 130 reps · (212) 419-3000 · otic.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ROAD CAPITAL MANAGEMENT LP reported RAUM up 73% ($114.0M -> $197.0M). IAPD ↗fund
$197.0M RAUM · 5 reps · 781-264-6268
Portfolio / reporting / TAMPCRMFinancial planning software
54
SQUARE WAVE CAPITAL reported RAUM up 74% ($38.5M -> $66.7M). IAPD ↗fund
$66.7M RAUM · 2 reps · 203-733-6139
Portfolio / reporting / TAMPCRMFinancial planning software
54
CLEARALPHA TECHNOLOGIES LP reported RAUM up 56% ($618.8M -> $965.0M). IAPD ↗fund
$965.0M RAUM · 10 reps · 475-302-1900 · clearalphatech.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
REVITATE FUND ADVISOR LLC reported RAUM up 72% ($120.0M -> $205.9M). IAPD ↗fund
$205.9M RAUM · 6 reps · 949-522-5604 · revitate.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
AEW CAPITAL MANAGEMENT LP reported RAUM up 41% ($4.12B -> $5.79B). IAPD ↗fund
$5.79B RAUM · 196 reps · 617-261-9000
Portfolio / reporting / TAMPCRMFinancial planning software
53
TRPC ADVISORY SERVICES reported RAUM up 28% ($701.9M -> $899.2M). IAPD ↗institutional
$899.2M RAUM · 11 reps · 888-673-5440
Portfolio / reporting / TAMPCRMFinancial planning software
53
SBAUER FUNDS, LLC reported RAUM up 41% ($36.9M -> $51.8M). IAPD ↗institutional
$51.8M RAUM · 3 reps · 317-814-5000 · sbauerfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
TENOR CAPITAL MANAGEMENT COMPANY, L.P. reported RAUM up 40% ($5.56B -> $7.81B). IAPD ↗fund
$7.81B RAUM · 19 reps · 212 918-5302 · tenorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
LONG SHORT ADVISORS, LLC reported RAUM up 43% ($130.0M -> $186.5M). IAPD ↗institutional
$186.5M RAUM · 2 reps · 215-399-9409 · longshortadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
CONTOUR ASSET MANAGEMENT LLC reported RAUM up 40% ($3.40B -> $4.76B). IAPD ↗fund
$4.76B RAUM · 7 reps · 646-553-2490 · contourasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
PENTWATER CAPITAL MANAGEMENT LP reported RAUM up 42% ($5.86B -> $8.35B). IAPD ↗fund
$8.35B RAUM · 21 reps · 239-384-9750 · pwcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC reported RAUM up 42% ($3.60B -> $5.10B). IAPD ↗fund
$5.10B RAUM · 26 reps · 213-683-4622 · sepfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
KPS CAPITAL PARTNERS, LP reported RAUM up 44% ($14.87B -> $21.37B). IAPD ↗fund
$21.37B RAUM · 96 reps · 212-338-5100
Portfolio / reporting / TAMPCRMFinancial planning software
53
FIGURE INVESTMENT ADVISORS, LLC reported RAUM up 66% ($42.7M -> $70.8M). IAPD ↗fund
$70.8M RAUM · 1 reps · 628-236-5823 · figuremarkets.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
HELLMAN & FRIEDMAN LLC reported RAUM up 40% ($75.34B -> $105.67B). IAPD ↗fund
$105.67B RAUM · 70 reps · 415-788-5111
Portfolio / reporting / TAMPCRMFinancial planning software
53
VOSS CAPITAL LLC reported RAUM up 54% ($608.4M -> $937.0M). IAPD ↗fund
$937.0M RAUM · 5 reps · 832-519-9427
Portfolio / reporting / TAMPCRMFinancial planning software
53
MONARCH reported RAUM up 41% ($10.15B -> $14.31B). IAPD ↗fund
$14.31B RAUM · 37 reps · 212-554-1700
Portfolio / reporting / TAMPCRMFinancial planning software
53
TUDOR INVESTMENT CORPORATION reported RAUM up 43% ($44.53B -> $63.59B). IAPD ↗fund
$63.59B RAUM · 183 reps · 203-863-6700 · tudorfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
ARSENAL VENTURE PARTNERS reported RAUM up 52% ($228.5M -> $347.9M). IAPD ↗fund
$347.9M RAUM · 4 reps · 407-838-1400 · arsenalgrowth.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
VCFA GROUP reported RAUM up 54% ($193.6M -> $298.2M). IAPD ↗fund
$298.2M RAUM · 5 reps · 212-838-5577
Portfolio / reporting / TAMPCRMFinancial planning software
53
ZMC ADVISORS, L.P. reported RAUM up 41% ($2.26B -> $3.17B). IAPD ↗fund
$3.17B RAUM · 20 reps · 212-223-1383
Portfolio / reporting / TAMPCRMFinancial planning software
53
PROTEUS, LLC reported RAUM up 67% ($128.8M -> $215.1M). IAPD ↗fund
$215.1M RAUM · 4 reps · 317-653-2756
Portfolio / reporting / TAMPCRMFinancial planning software
53
TRIVE CAPITAL MANAGEMENT LLC reported RAUM up 42% ($4.73B -> $6.74B). IAPD ↗fund
$6.74B RAUM · 47 reps · 214-499-9715
Portfolio / reporting / TAMPCRMFinancial planning software
53
PALATINE FUND ADVISORS, LLC reported RAUM up 50% ($577.8M -> $868.9M). IAPD ↗fund
$868.9M RAUM · 20 reps · 305-417-6254 · pal-partners.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
OIC reported RAUM up 42% ($2.61B -> $3.72B). IAPD ↗fund
$3.72B RAUM · 35 reps · 212-292-0345
Portfolio / reporting / TAMPCRMFinancial planning software
53
BROADCREST ASSET MANAGEMENT, LLC reported RAUM up 51% ($265.4M -> $400.7M). IAPD ↗fund
$400.7M RAUM · 5 reps · 407-754-0026 · broadcrest.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
QUINBROOK INFRASTRUCTURE PARTNERS LLC reported RAUM up 45% ($3.34B -> $4.83B). IAPD ↗fund
$4.83B RAUM · 12 reps · 346-998-5830 · quinbrook.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
EMPROS CAPITAL LLC reported RAUM up 55% ($317.3M -> $490.9M). IAPD ↗fund
$490.9M RAUM · 7 reps · 415-234-7318
Portfolio / reporting / TAMPCRMFinancial planning software
53
COMPASS ROSE ASSET MANAGEMENT reported RAUM up 44% ($8.60B -> $12.35B). IAPD ↗fund
$12.35B RAUM · 18 reps · 212-888-1433 · compassroseam.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
KIRKOSWALD ASSET MANAGEMENT LLC reported RAUM up 44% ($8.99B -> $12.91B). IAPD ↗fund
$12.91B RAUM · 11 reps · 1-322-207-4665 · kirkoswald.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SOVEREIGN'S CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($563.2M -> $867.2M). IAPD ↗fund
$867.2M RAUM · 30 reps · 404-260-2798 · sovereignscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
BEYOND INVESTING LLC reported RAUM up 42% ($65.1M -> $92.5M). IAPD ↗institutional
$92.5M RAUM · 2 reps · 727.277.1789
Portfolio / reporting / TAMPCRMFinancial planning software
53
ROKOS CAPITAL MANAGEMENT (US) LP reported RAUM up 42% ($14.13B -> $20.13B). IAPD ↗fund
$20.13B RAUM · 17 reps · 16464481400
Portfolio / reporting / TAMPCRMFinancial planning software
53
RRA CAPITAL reported RAUM up 25% ($345.2M -> $432.8M). IAPD ↗institutional
$432.8M RAUM · 18 reps · 602-714-5111
Portfolio / reporting / TAMPCRMFinancial planning software
53
ANABRANCH CAPITAL MANAGEMENT, LP reported RAUM up 69% ($143.0M -> $241.6M). IAPD ↗fund
$241.6M RAUM · 2 reps · 646-568-4770 · anabranchcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
STONE POINT CREDIT ADVISER LLC reported RAUM up 43% ($4.30B -> $6.14B). IAPD ↗fund
$6.14B RAUM · 37 reps · 203-862-2900 · stonepoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
FINBACK INVESTMENT PARTNERS reported RAUM up 50% ($545.5M -> $818.4M). IAPD ↗fund
$818.4M RAUM · 4 reps · 305-416-2626 · finbackpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
OUTCOME DRIVEN STRATEGIES, LLC reported RAUM up 41% ($139.4M -> $196.3M). IAPD ↗institutional
$196.3M RAUM · 6 reps · 410-468-1695
Portfolio / reporting / TAMPCRMFinancial planning software
53
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported RAUM up 42% ($1.52B -> $2.16B). IAPD ↗fund
$2.16B RAUM · 6 reps · 415-464-4648
Portfolio / reporting / TAMPCRMFinancial planning software
53
SATURN V CAPITAL MANAGEMENT LP reported RAUM up 50% ($266.7M -> $400.3M). IAPD ↗fund
$400.3M RAUM · 2 reps · 415-738-4435
Portfolio / reporting / TAMPCRMFinancial planning software
53
CROW'S NEST HOLDINGS LP reported RAUM up 51% ($505.7M -> $765.9M). IAPD ↗fund
$765.9M RAUM · 3 reps · (917) 596-6689
Portfolio / reporting / TAMPCRMFinancial planning software
53
SANDBROOK CAPITAL MANAGEMENT LP reported RAUM up 41% ($1.53B -> $2.15B). IAPD ↗fund
$2.15B RAUM · 17 reps · 475-268-1450 · sandbrook.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
VESTAL POINT CAPITAL, LP reported RAUM up 45% ($1.27B -> $1.84B). IAPD ↗fund
$1.84B RAUM · 7 reps · 646-989-4000
Portfolio / reporting / TAMPCRMFinancial planning software
52
NEEDHAM INVESTMENT MANAGEMENT, LLC reported RAUM up 49% ($623.4M -> $926.1M). IAPD ↗fund
$926.1M RAUM · 3 reps · 212-371-8300 · needhamfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
HARVEST MANAGEMENT, L.L.C. reported RAUM up 48% ($268.3M -> $396.2M). IAPD ↗fund
$396.2M RAUM · 5 reps · 917-971-9021
Portfolio / reporting / TAMPCRMFinancial planning software
52
ALGERT GLOBAL LLC reported RAUM up 35% ($3.29B -> $4.44B). IAPD ↗fund
$4.44B RAUM · 9 reps · 415-675-7300 · algertglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
SABA CAPITAL MANAGEMENT, L.P. reported RAUM up 38% ($9.73B -> $13.42B). IAPD ↗fund
$13.42B RAUM · 19 reps · 212-542-3610 · sabacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
BVF PARTNERS L.P. reported RAUM up 37% ($4.50B -> $6.15B). IAPD ↗fund
$6.15B RAUM · 11 reps · 415-525-8800 · bvflp.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
PAR CAPITAL MANAGEMENT, INC. reported RAUM up 36% ($2.09B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 7 reps · 6175268990 · parcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
GENSTAR CAPITAL reported RAUM up 35% ($35.93B -> $48.65B). IAPD ↗fund
$48.65B RAUM · 29 reps · 415-834-2350 · gencap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
CALERA CAPITAL ADVISORS, LP reported RAUM up 39% ($1.90B -> $2.64B). IAPD ↗fund
$2.64B RAUM · 15 reps · 415-632-5200 · caleracapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
LS POWER EQUITY ADVISORS, LLC reported RAUM up 39% ($6.46B -> $9.00B). IAPD ↗fund
$9.00B RAUM · 95 reps · 212-615-3456
Portfolio / reporting / TAMPCRMFinancial planning software
52
MCCARTHY CAPITAL reported RAUM up 39% ($2.90B -> $4.03B). IAPD ↗fund
$4.03B RAUM · 26 reps · 402-932-8600 · mccarthycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
YUKON PARTNERS MANAGEMENT, L.L.C. reported RAUM up 37% ($1.35B -> $1.84B). IAPD ↗fund
$1.84B RAUM · 16 reps · 612-435-7800
Portfolio / reporting / TAMPCRMFinancial planning software
52
GENNX360 MANAGEMENT COMPANY, LLC reported RAUM up 38% ($1.52B -> $2.10B). IAPD ↗fund
$2.10B RAUM · 16 reps · 212-257-6782 · gennx360.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
POINTSTATE CAPITAL LP reported RAUM up 39% ($5.33B -> $7.39B). IAPD ↗fund
$7.39B RAUM · 23 reps · 212-830-7000
Portfolio / reporting / TAMPCRMFinancial planning software
52
VALLEY FORGE CAPITAL MANAGEMENT reported RAUM up 38% ($2.61B -> $3.61B). IAPD ↗fund
$3.61B RAUM · 2 reps · 305-210-6000 · valleyforgecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
PEPPERTREE CAPITAL MANAGEMENT INC. reported RAUM up 36% ($4.77B -> $6.50B). IAPD ↗fund
$6.50B RAUM · 21 reps · 440-528-0333
Portfolio / reporting / TAMPCRMFinancial planning software
52
BLUE OWL REAL ESTATE CAPITAL LLC reported RAUM up 37% ($18.42B -> $25.32B). IAPD ↗fund
$25.32B RAUM · 30 reps · (212) 419-3000 · blueowl.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
GLENDON CAPITAL MANAGEMENT L.P. reported RAUM up 38% ($4.45B -> $6.14B). IAPD ↗fund
$6.14B RAUM · 13 reps · 310-907-0450
Portfolio / reporting / TAMPCRMFinancial planning software
52
SESSA CAPITAL reported RAUM up 39% ($2.60B -> $3.62B). IAPD ↗fund
$3.62B RAUM · 7 reps · 212-257-4410
Portfolio / reporting / TAMPCRMFinancial planning software
52
SHORE CAPITAL PARTNERS reported RAUM up 38% ($2.88B -> $3.98B). IAPD ↗fund
$3.98B RAUM · 60 reps · 312-348-7572 · shorecp.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
THE VISTRIA GROUP, LP reported RAUM up 35% ($7.14B -> $9.65B). IAPD ↗fund
$9.65B RAUM · 55 reps · 312-626-1100 · vistria.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
AS BIRCH GROVE LP reported RAUM up 39% ($4.34B -> $6.04B). IAPD ↗fund
$6.04B RAUM · 18 reps · 212-753-7510 · asbirchgrove.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ADVANTAGE CAPITAL reported RAUM up 46% ($570.0M -> $832.5M). IAPD ↗fund
$832.5M RAUM · 110 reps · 504-522-4850 · advantagecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
BLOCKCHAIN CAPITAL, LLC reported RAUM up 36% ($1.74B -> $2.36B). IAPD ↗fund
$2.36B RAUM · 13 reps · 415-677-5340 · blockchaincapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
LONGPOINT PARTNERS LP reported RAUM up 35% ($2.89B -> $3.91B). IAPD ↗fund
$3.91B RAUM · 22 reps · 617.861.9760 · longpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
HARBOR GROUP INTERNATIONAL, LLC reported RAUM up 37% ($2.75B -> $3.77B). IAPD ↗fund
$3.77B RAUM · 50 reps · 757-640-0800
Portfolio / reporting / TAMPCRMFinancial planning software
52
MARBLE CAPITAL LP reported RAUM up 37% ($1.73B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 8 reps · 713-823-5433
Portfolio / reporting / TAMPCRMFinancial planning software
52
HOLOCENE ADVISORS, LP reported RAUM up 39% ($26.49B -> $36.69B). IAPD ↗fund
$36.69B RAUM · 45 reps · 646-779-6420
Portfolio / reporting / TAMPCRMFinancial planning software
52
RIOT VENTURES MANAGEMENT, LLC reported RAUM up 48% ($262.4M -> $388.3M). IAPD ↗fund
$388.3M RAUM · 4 reps · (310) 243-6433 · riot.vc
Portfolio / reporting / TAMPCRMFinancial planning software
52
HARKNESS CAPITAL MANAGEMENT LLC reported RAUM up 46% ($205.2M -> $299.4M). IAPD ↗fund
$299.4M RAUM · 11 reps · (212) 514-0023 · harknesscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC reported RAUM up 36% ($28.80B -> $39.06B). IAPD ↗fund
$39.06B RAUM · 116 reps · 561-544-7475 · digitalbridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
WELLSPRING CAPITAL MANAGEMENT GROUP LLC reported RAUM up 40% ($2.31B -> $3.23B). IAPD ↗fund
$3.23B RAUM · 17 reps · 212-318-9800 · wellspringcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
PRITZKER PRIVATE CAPITAL reported RAUM up 36% ($4.08B -> $5.56B). IAPD ↗fund
$5.56B RAUM · 52 reps · 312-447-6050 · ppcpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
PARAFI CAPITAL LP reported RAUM up 49% ($632.2M -> $945.0M). IAPD ↗fund
$945.0M RAUM · 8 reps · (203) 326-1321
Portfolio / reporting / TAMPCRMFinancial planning software
52
ARCLINE INVESTMENT MANAGEMENT LP reported RAUM up 39% ($10.04B -> $13.96B). IAPD ↗fund
$13.96B RAUM · 48 reps · (615) 270-5870 · arcline.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC reported RAUM up 39% ($1.66B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 35 reps · 212-696-0100
Portfolio / reporting / TAMPCRMFinancial planning software
52
AGL CREDIT MANAGEMENT LP reported RAUM up 36% ($10.55B -> $14.38B). IAPD ↗fund
$14.38B RAUM · 32 reps · 212-973-8600
Portfolio / reporting / TAMPCRMFinancial planning software
52
SOLEL PARTNERS LP reported RAUM up 40% ($1.04B -> $1.46B). IAPD ↗fund
$1.46B RAUM · 6 reps · 617-702-7399
Portfolio / reporting / TAMPCRMFinancial planning software
52
BLACK CHAMBER PARTNERS, LLC reported RAUM up 38% ($1.13B -> $1.55B). IAPD ↗fund
$1.55B RAUM · 7 reps · 202 274 4768 · blackchambergroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
AB BROADLY SYNDICATED LOAN MANAGER LLC reported RAUM up 38% ($1.24B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 1 reps · 615-622-0000
Portfolio / reporting / TAMPCRMFinancial planning software
52
CARRONADE CAPITAL MANAGEMENT, LP reported RAUM up 39% ($1.46B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 6 reps · 475-259-0060
Portfolio / reporting / TAMPCRMFinancial planning software
52
WASHINGTON HARBOUR PARTNERS LP reported RAUM up 46% ($584.0M -> $854.9M). IAPD ↗fund
$854.9M RAUM · 5 reps · 202-891-6202 · washingtonharbour.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
MIRI CAPITAL MANAGEMENT LLC reported RAUM up 47% ($173.4M -> $255.7M). IAPD ↗fund
$255.7M RAUM · 3 reps · 617-938-3843 · miricapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
GFO ASSET MANAGEMENT, LLC reported RAUM up 47% ($310.3M -> $456.7M). IAPD ↗fund
$456.7M RAUM · 1 reps · (203) 550-4233
Portfolio / reporting / TAMPCRMFinancial planning software
52
DEEP TRACK CAPITAL, LP reported RAUM up 38% ($3.70B -> $5.12B). IAPD ↗fund
$5.12B RAUM · 13 reps · 203-409-0810 · deeptrackcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
METEORA CAPITAL, LLC reported RAUM up 47% ($592.8M -> $871.5M). IAPD ↗fund
$871.5M RAUM · 6 reps · 212-207-0090
Portfolio / reporting / TAMPCRMFinancial planning software
52
K5 GLOBAL ADVISOR LLC reported RAUM up 39% ($3.09B -> $4.30B). IAPD ↗fund
$4.30B RAUM · 5 reps · 305-206-8533 · k5global.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
RENOVUS ASSOCIATES, LLC reported RAUM up 35% ($1.14B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 21 reps · 610-848-7700
Portfolio / reporting / TAMPCRMFinancial planning software
52
EMBASSY ASSET MANAGEMENT LP reported RAUM up 37% ($109.3M -> $149.8M). IAPD ↗institutional
$149.8M RAUM · 0 reps · 862.278.2113 · embassyfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
IRRADIANT PARTNERS, LP reported RAUM up 39% ($8.23B -> $11.45B). IAPD ↗fund
$11.45B RAUM · 30 reps · 424-222-8380 · irradiantpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC reported RAUM up 45% ($236.8M -> $344.2M). IAPD ↗fund
$344.2M RAUM · 3 reps · 303-801-3549 · cpamllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
26NORTH reported RAUM up 38% ($10.12B -> $13.96B). IAPD ↗fund
$13.96B RAUM · 35 reps · 212-257-5220
Portfolio / reporting / TAMPCRMFinancial planning software
52
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC reported RAUM up 38% ($1.71B -> $2.37B). IAPD ↗fund
$2.37B RAUM · 9 reps · 312-948-9899 · usitfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GMS GROUP reported RAUM up 34% ($132.1M -> $177.3M). IAPD ↗institutional
$177.3M RAUM · 3 reps · 973-535-5000 · gmsgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SMITH GROUP ASSET MANAGEMENT reported RAUM up 33% ($91.6M -> $121.6M). IAPD ↗institutional
$121.6M RAUM · 8 reps · 214-880-4600
Portfolio / reporting / TAMPCRMFinancial planning software
51
JACOBS LEVY EQUITY MANAGEMENT reported RAUM up 33% ($17.24B -> $22.88B). IAPD ↗fund
$22.88B RAUM · 34 reps · 973-410-9222
Portfolio / reporting / TAMPCRMFinancial planning software
51
HARBOR CAPITAL ADVISORS, INC. reported RAUM up 30% ($38.76B -> $50.55B). IAPD ↗fund
$50.55B RAUM · 25 reps · (312) 443-4400 · harborfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BALLYROCK INVESTMENT ADVISORS LLC reported RAUM up 31% ($4.98B -> $6.51B). IAPD ↗fund
$6.51B RAUM · 0 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
51
STEELHEAD PARTNERS, LLC reported RAUM up 32% ($1.98B -> $2.63B). IAPD ↗fund
$2.63B RAUM · 5 reps · 206-307-0910 · steelhead.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ANSON FUNDS MANAGEMENT LP reported RAUM up 31% ($1.89B -> $2.48B). IAPD ↗fund
$2.48B RAUM · 1 reps · 214.866.0200
Portfolio / reporting / TAMPCRMFinancial planning software
51
CANTILLON CAPITAL MANAGEMENT LLC reported RAUM up 32% ($15.04B -> $19.90B). IAPD ↗fund
$19.90B RAUM · 8 reps · 212-603-3300 · cantillon.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TRG MANAGEMENT LP reported RAUM up 33% ($6.38B -> $8.45B). IAPD ↗fund
$8.45B RAUM · 82 reps · 212-984-2900 · rohatyngroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BALYASNY ASSET MANAGEMENT L.P. reported RAUM up 34% ($184.42B -> $248.04B). IAPD ↗fund
$248.04B RAUM · 814 reps · 312-499-2999 · corbetscap.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SANDERS CAPITAL, LLC reported RAUM up 33% ($61.66B -> $82.25B). IAPD ↗fund
$82.25B RAUM · 15 reps · 212-291-7900 · sanderscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PANTHEON reported RAUM up 32% ($54.09B -> $71.53B). IAPD ↗fund
$71.53B RAUM · 54 reps · 415-249-6200 · pantheon.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ARGA INVESTMENT MANAGEMENT, LP reported RAUM up 31% ($10.34B -> $13.57B). IAPD ↗fund
$13.57B RAUM · 23 reps · 203-614-0800
Portfolio / reporting / TAMPCRMFinancial planning software
51
BRETTON CAPITAL MANAGEMENT reported RAUM up 33% ($62.7M -> $83.5M). IAPD ↗institutional
$83.5M RAUM · 2 reps · 415-738-7640
Portfolio / reporting / TAMPCRMFinancial planning software
51
WHETSTONE CAPITAL ADVISORS reported RAUM up 41% ($210.2M -> $296.8M). IAPD ↗fund
$296.8M RAUM · 4 reps · 913-951-2700 · whetstone-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
VANCE STREET CAPITAL LLC reported RAUM up 34% ($1.47B -> $1.97B). IAPD ↗fund
$1.97B RAUM · 19 reps · 310-231-7100 · vancestreetcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ROCKLAND CAPITAL, LP reported RAUM up 34% ($1.36B -> $1.82B). IAPD ↗fund
$1.82B RAUM · 6 reps · 281-863-9000 · rocklandcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PRESCOTT GENERAL PARTNERS LLC reported RAUM up 33% ($1.48B -> $1.97B). IAPD ↗fund
$1.97B RAUM · 2 reps · 561-314-0800
Portfolio / reporting / TAMPCRMFinancial planning software
51
DORCHESTER CAPITAL ADVISORS, LLC reported RAUM up 33% ($1.07B -> $1.42B). IAPD ↗fund
$1.42B RAUM · 11 reps · 310-402-5090 · dorchestercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GTCR LLC reported RAUM up 33% ($29.96B -> $39.88B). IAPD ↗fund
$39.88B RAUM · 86 reps · 312-382-2200 · gtcr.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TJC LP reported RAUM up 31% ($22.94B -> $30.13B). IAPD ↗fund
$30.13B RAUM · 63 reps · 212 572-0800 · tjclp.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
NEWSPRING CAPITAL reported RAUM up 31% ($2.35B -> $3.07B). IAPD ↗fund
$3.07B RAUM · 46 reps · 610-567-2387
Portfolio / reporting / TAMPCRMFinancial planning software
51
STOCKBRIDGE INVESTORS reported RAUM up 34% ($4.39B -> $5.86B). IAPD ↗fund
$5.86B RAUM · 20 reps · (617) 227-0050 · berkshirepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
FISHER LYNCH CAPITAL, LLC reported RAUM up 31% ($4.89B -> $6.42B). IAPD ↗fund
$6.42B RAUM · 11 reps · 650-287-2700 · fisherlynch.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
NEWTYN MANAGEMENT, LLC reported RAUM up 33% ($1.18B -> $1.56B). IAPD ↗fund
$1.56B RAUM · 8 reps · 212-446-2460 · newtyn.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. reported RAUM up 34% ($34.98B -> $46.76B). IAPD ↗fund
$46.76B RAUM · 160 reps · 212-813-4900 · carlyle.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
A&M CAPITAL reported RAUM up 34% ($4.65B -> $6.22B). IAPD ↗fund
$6.22B RAUM · 52 reps · 203-742-5880 · services.sungarddx.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TVV CAPITAL reported RAUM up 44% ($233.5M -> $335.5M). IAPD ↗fund
$335.5M RAUM · 7 reps · 615-256-8061
Portfolio / reporting / TAMPCRMFinancial planning software
51
HAWK RIDGE CAPITAL MANAGEMENT LP reported RAUM up 34% ($3.26B -> $4.36B). IAPD ↗fund
$4.36B RAUM · 9 reps · 310-594-7350 · hawkridgellc.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SLATE PATH CAPITAL LP reported RAUM up 31% ($5.26B -> $6.88B). IAPD ↗fund
$6.88B RAUM · 11 reps · 212-257-4330 · slatepathcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
LANDSCAPE CAPITAL MANAGEMENT LLC reported RAUM up 34% ($1.12B -> $1.50B). IAPD ↗fund
$1.50B RAUM · 11 reps · 201-266-7984 · landscapecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PROPRIUM CAPITAL PARTNERS, L.P. reported RAUM up 35% ($3.20B -> $4.31B). IAPD ↗fund
$4.31B RAUM · 14 reps · (203) 883 0355 · proprium.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
LODGE HILL CAPITAL, LLC reported RAUM up 40% ($345.7M -> $485.0M). IAPD ↗fund
$485.0M RAUM · 3 reps · 212-714-7840
Portfolio / reporting / TAMPCRMFinancial planning software
51
SIO CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗fund
$1.41B RAUM · 7 reps · 212-601-9792 · siocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
EDUCATION GROWTH PARTNERS, LLC reported RAUM up 42% ($237.6M -> $337.8M). IAPD ↗fund
$337.8M RAUM · 6 reps · 203-658-8100 · edgrowth.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ENLIGHTENMENT CAPITAL reported RAUM up 33% ($1.21B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 13 reps · 240-752-9616
Portfolio / reporting / TAMPCRMFinancial planning software
51
STONE HOUSE PARTNERS reported RAUM up 59% ($151.5M -> $240.2M). IAPD ↗fund
$240.2M RAUM · 1 reps · (212) 543-1500 · stonehousemgt.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
424 CAPITAL, LLC reported RAUM up 44% ($207.1M -> $297.9M). IAPD ↗fund
$297.9M RAUM · 19 reps · 781-295-4000
Portfolio / reporting / TAMPCRMFinancial planning software
51
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC reported RAUM up 34% ($102.0M -> $136.3M). IAPD ↗institutional
$136.3M RAUM · 2 reps · 727-324-4004
Portfolio / reporting / TAMPCRMFinancial planning software
51
THE WINDACRE PARTNERSHIP LLC reported RAUM up 33% ($6.23B -> $8.25B). IAPD ↗fund
$8.25B RAUM · 6 reps · 713-623-7700 · windacre.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SABAL INVESTMENT ADVISORS, LLC reported RAUM up 34% ($2.48B -> $3.33B). IAPD ↗fund
$3.33B RAUM · 9 reps · 949-255-2699 · sabalinvestmentholdings.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TREXQUANT INVESTMENT LP reported RAUM up 31% ($4.53B -> $5.94B). IAPD ↗fund
$5.94B RAUM · 75 reps · 203-817-0551 · trexquant.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
RETIREMENT PLANOLOGY, INC. reported RAUM up 30% ($146.9M -> $191.6M). IAPD ↗institutional
$191.6M RAUM · 3 reps · 703-595-2829
Portfolio / reporting / TAMPCRMFinancial planning software
51
ALIGHT CAPITAL MANAGEMENT LP reported RAUM up 45% ($342.4M -> $495.7M). IAPD ↗fund
$495.7M RAUM · 4 reps · 212-716-1316 · alightcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BARCA CAPITAL, LLC reported RAUM up 40% ($204.5M -> $287.3M). IAPD ↗fund
$287.3M RAUM · 2 reps · 415-992-6334 · barcacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BALANCE POINT CAPITAL ADVISORS, LLC reported RAUM up 32% ($1.54B -> $2.03B). IAPD ↗fund
$2.03B RAUM · 11 reps · 203-652-8250 · balancepointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CIM CAPITAL, LLC reported RAUM up 31% ($1.92B -> $2.51B). IAPD ↗fund
$2.51B RAUM · 13 reps · 323-860-4900 · cimgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
EAGLE MERCHANT PARTNERS reported RAUM up 41% ($271.8M -> $382.7M). IAPD ↗fund
$382.7M RAUM · 11 reps · 404-974-2499 · eaglemerchantpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GALLATIN POINT CAPITAL LLC reported RAUM up 34% ($3.84B -> $5.16B). IAPD ↗fund
$5.16B RAUM · 15 reps · 203-742-0200
Portfolio / reporting / TAMPCRMFinancial planning software
51
CENTERSTAR ASSET MANAGEMENT, LLC reported RAUM up 58% ($113.1M -> $178.9M). IAPD ↗fund
$178.9M RAUM · 5 reps · 312-256-9627 · centerstaram.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC reported RAUM up 30% ($38.99B -> $50.71B). IAPD ↗fund
$50.71B RAUM · 26 reps · 302 797 2000 · mp.weixin.qq.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
KENNEDY LEWIS MANAGEMENT LP reported RAUM up 33% ($6.74B -> $8.97B). IAPD ↗fund
$8.97B RAUM · 38 reps · 212-782-3480
Portfolio / reporting / TAMPCRMFinancial planning software
51
DIGITAL BRIDGE ADVISORS, LLC reported RAUM up 31% ($10.24B -> $13.47B). IAPD ↗fund
$13.47B RAUM · 50 reps · 561-570-4644 · digitalbridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SOLEUS CAPITAL MANAGEMENT, L.P. reported RAUM up 35% ($1.47B -> $1.98B). IAPD ↗fund
$1.98B RAUM · 9 reps · 475-208-3178
Portfolio / reporting / TAMPCRMFinancial planning software
51
WARREN EQUITY PARTNERS MANAGER, L.P. reported RAUM up 31% ($3.49B -> $4.57B). IAPD ↗fund
$4.57B RAUM · 23 reps · 904-746-7027 · warrenequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
MIDDLEGROUND CAPITAL reported RAUM up 32% ($2.86B -> $3.76B). IAPD ↗fund
$3.76B RAUM · 38 reps · 859-721-1466
Portfolio / reporting / TAMPCRMFinancial planning software
51
RESOLUTE CAPITAL ASSET PARTNERS LLC reported RAUM up 44% ($197.3M -> $284.4M). IAPD ↗fund
$284.4M RAUM · 4 reps · 303-209-4114
Portfolio / reporting / TAMPCRMFinancial planning software
51
P4G CAPITAL MANAGEMENT, LLC reported RAUM up 44% ($275.5M -> $397.7M). IAPD ↗fund
$397.7M RAUM · 7 reps · (415) 510-2160
Portfolio / reporting / TAMPCRMFinancial planning software
51
LOGOS GLOBAL MANAGEMENT, L.P. reported RAUM up 31% ($1.16B -> $1.51B). IAPD ↗fund
$1.51B RAUM · 4 reps · 415-801-4660
Portfolio / reporting / TAMPCRMFinancial planning software
51
MEANINGFUL PARTNERS LLC reported RAUM up 41% ($185.4M -> $262.3M). IAPD ↗fund
$262.3M RAUM · 5 reps · (310) 620-8708 · meaningfulpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PENDULUM OPPORTUNITIES LLC reported RAUM up 44% ($254.7M -> $367.4M). IAPD ↗fund
$367.4M RAUM · 10 reps · 424-421-6040 · pendulumholdings.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
MODERN CAPITAL MANAGEMENT, CO. reported RAUM up 34% ($31.7M -> $42.5M). IAPD ↗institutional
$42.5M RAUM · 7 reps · 843-779-7056 · moderncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
INVESCO LOAN MANAGER, LLC reported RAUM up 35% ($10.84B -> $14.63B). IAPD ↗fund
$14.63B RAUM · 59 reps · 212 278-9000
Portfolio / reporting / TAMPCRMFinancial planning software
51
GHK CAPITAL PARTNERS LP reported RAUM up 34% ($1.15B -> $1.55B). IAPD ↗fund
$1.55B RAUM · 11 reps · 203-409-0900 · ghk.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
XN LP reported RAUM up 30% ($2.52B -> $3.29B). IAPD ↗fund
$3.29B RAUM · 18 reps · 646-849-0500 · xnlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PING CAPITAL MANAGEMENT, INC. reported RAUM up 56% ($120.3M -> $187.5M). IAPD ↗fund
$187.5M RAUM · 8 reps · 212-257-6850 · pingfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GHISALLO CAPITAL MANAGEMENT LLC reported RAUM up 33% ($2.10B -> $2.79B). IAPD ↗fund
$2.79B RAUM · 19 reps · 617-502-5735 · ghisallo.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SDS REAL ESTATE ADVISORS reported RAUM up 44% ($277.5M -> $399.7M). IAPD ↗fund
$399.7M RAUM · 1 reps · 310-914-5333
Portfolio / reporting / TAMPCRMFinancial planning software
51
HUNTER POINT CAPITAL LP reported RAUM up 31% ($3.11B -> $4.06B). IAPD ↗fund
$4.06B RAUM · 31 reps · (212) 970-0700
Portfolio / reporting / TAMPCRMFinancial planning software
51
BOULDER HILL CAPITAL MANAGEMENT LP reported RAUM up 33% ($3.65B -> $4.86B). IAPD ↗fund
$4.86B RAUM · 5 reps · 212-466-6927
Portfolio / reporting / TAMPCRMFinancial planning software
51
GDA LUMA CAPITAL MANAGEMENT, LP reported RAUM up 41% ($235.0M -> $331.9M). IAPD ↗fund
$331.9M RAUM · 13 reps · 917-312-6701 · gdaluma.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
INTEGRUM HOLDINGS LP reported RAUM up 35% ($1.30B -> $1.75B). IAPD ↗fund
$1.75B RAUM · 11 reps · 212-970-2500 · integrum.us
Portfolio / reporting / TAMPCRMFinancial planning software
51
MIDTOWN INVESTMENT ADVISORS LLC reported RAUM up 42% ($239.0M -> $338.6M). IAPD ↗fund
$338.6M RAUM · 2 reps · 305-961-1115
Portfolio / reporting / TAMPCRMFinancial planning software
51
KINETIC PARTNERS MANAGEMENT, LP reported RAUM up 33% ($1.22B -> $1.62B). IAPD ↗fund
$1.62B RAUM · 7 reps · 305-390-4400 · kineticpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
COPENHAGEN INFRASTRUCTURE PARTNERS INC. reported RAUM up 35% ($22.11B -> $29.75B). IAPD ↗fund
$29.75B RAUM · 31 reps · +1 646-300-0541
Portfolio / reporting / TAMPCRMFinancial planning software
51
SAGARD HOLDINGS MANAGER (US) LLC reported RAUM up 42% ($240.2M -> $340.0M). IAPD ↗fund
$340.0M RAUM · 13 reps · 1-212-380-5605 · sagard.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
VONTOBEL ASSET MANAGEMENT, INC. reported RAUM up 29% ($24.08B -> $31.13B). IAPD ↗fund
$31.13B RAUM · 25 reps · 212-804-9300
Portfolio / reporting / TAMPCRMFinancial planning software
50
STONERIDGE INVESTMENT PARTNERS reported RAUM up 29% ($188.3M -> $243.2M). IAPD ↗institutional
$243.2M RAUM · 6 reps · 484-254-5400 · stoneridgeinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP reported RAUM up 26% ($171.38B -> $216.59B). IAPD ↗fund
$216.59B RAUM · 90 reps · 617-919-0000 · arrowstreetcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
HFR ASSET MANAGEMENT, L.L.C reported RAUM up 27% ($2.53B -> $3.21B). IAPD ↗fund
$3.21B RAUM · 1 reps · 312-327-0430
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALLIED ASSET ADVISORS INC reported RAUM up 28% ($127.8M -> $163.3M). IAPD ↗institutional
$163.3M RAUM · 1 reps · 877-417-6161 · investaaa.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SALI FUND SERVICES reported RAUM up 27% ($18.78B -> $23.88B). IAPD ↗fund
$23.88B RAUM · 5 reps · 512-735-7254 · saliportal.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
STRENGTH CAPITAL PARTNERS, LLC reported RAUM up 26% ($163.8M -> $205.9M). IAPD ↗institutional
$205.9M RAUM · 9 reps · 248-593-6872 · strengthcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CAMPBELL & COMPANY INVESTMENT ADVISER LLC reported RAUM up 26% ($1.99B -> $2.52B). IAPD ↗fund
$2.52B RAUM · 28 reps · 410-413-2600 · campbell.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
RGM CAPITAL, LLC reported RAUM up 29% ($2.24B -> $2.89B). IAPD ↗fund
$2.89B RAUM · 6 reps · 239-593-1280 · rgmcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
GLG LLC reported RAUM up 27% ($5.86B -> $7.42B). IAPD ↗fund
$7.42B RAUM · 30 reps · 212-649-6600 · man.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SLR CAPITAL PARTNERS, LLC reported RAUM up 28% ($6.78B -> $8.71B). IAPD ↗fund
$8.71B RAUM · 31 reps · 212-993-1670
Portfolio / reporting / TAMPCRMFinancial planning software
50
GLASFUNDS, LLC reported RAUM up 27% ($1.59B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 5 reps · 216-862-1300 · glasfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ARTHEDGE CAPITAL MANAGEMENT, LLC reported RAUM up 53% ($101.2M -> $155.3M). IAPD ↗fund
$155.3M RAUM · 2 reps · 516-652-9875 · arthedgecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
FRAZIER HEALTHCARE PARTNERS reported RAUM up 28% ($4.05B -> $5.20B). IAPD ↗fund
$5.20B RAUM · 62 reps · 206-621-7200 · frazierhealthcare.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
TRINITY HUNT MANAGEMENT, L.P. reported RAUM up 25% ($1.79B -> $2.24B). IAPD ↗fund
$2.24B RAUM · 33 reps · 214-777-6600
Portfolio / reporting / TAMPCRMFinancial planning software
50
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC reported RAUM up 26% ($89.58B -> $112.78B). IAPD ↗fund
$112.78B RAUM · 184 reps · 212-315-8100 · global-infra.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MILLENNIUM MANAGEMENT LLC reported RAUM up 30% ($390.62B -> $505.94B). IAPD ↗fund
$505.94B RAUM · 2660 reps · 212-841-4100
Portfolio / reporting / TAMPCRMFinancial planning software
50
NORTH CASTLE PARTNERS, LLC reported RAUM up 30% ($1.26B -> $1.64B). IAPD ↗fund
$1.64B RAUM · 13 reps · 203 862 3210
Portfolio / reporting / TAMPCRMFinancial planning software
50
COLUMBIA CAPITAL reported RAUM up 29% ($4.65B -> $6.00B). IAPD ↗fund
$6.00B RAUM · 21 reps · 703-519-2000 · colcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
NIPUN CAPITAL, L.P. reported RAUM up 28% ($1.07B -> $1.38B). IAPD ↗fund
$1.38B RAUM · 4 reps · 650-265-4666 · nipuncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALTIMETER CAPITAL MANAGEMENT, LP reported RAUM up 25% ($8.57B -> $10.71B). IAPD ↗fund
$10.71B RAUM · 11 reps · 617-310-6180
Portfolio / reporting / TAMPCRMFinancial planning software
50
DORSAL CAPITAL MANAGEMENT, LP reported RAUM up 29% ($4.67B -> $6.02B). IAPD ↗fund
$6.02B RAUM · 12 reps · 650-610-1400
Portfolio / reporting / TAMPCRMFinancial planning software
50
DEERPATH CAPITAL MANAGEMENT, LP reported RAUM up 29% ($5.63B -> $7.24B). IAPD ↗fund
$7.24B RAUM · 88 reps · 212-922-0724 · deerpathcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ENTERPRISE INVESTORS reported RAUM up 27% ($1.26B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 26 reps · (1 212) 521 4318 · ei.com.pl
Portfolio / reporting / TAMPCRMFinancial planning software
50
ABDIEL CAPITAL ADVISORS, LP reported RAUM up 27% ($2.61B -> $3.31B). IAPD ↗fund
$3.31B RAUM · 11 reps · 646-496-9202 · abdielcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
INTERMEDIATE CAPITAL GROUP, INC reported RAUM up 29% ($23.55B -> $30.39B). IAPD ↗fund
$30.39B RAUM · 90 reps · 212-710-9650 · icgam.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
VANGUARD GLOBAL ADVISERS, LLC reported RAUM up 28% ($337.51B -> $432.75B). IAPD ↗fund
$432.75B RAUM · 105 reps · 610-669-1000
Portfolio / reporting / TAMPCRMFinancial planning software
50
AGAMERICA LENDING LLC reported RAUM up 27% ($1.39B -> $1.77B). IAPD ↗fund
$1.77B RAUM · 22 reps · 863-607-9500 · agamerica.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CARRICK CAPITAL PARTNERS reported RAUM up 26% ($1.24B -> $1.57B). IAPD ↗fund
$1.57B RAUM · 13 reps · 415-432-4100 · carrickcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CORMORANT ASSET MANAGEMENT, LP reported RAUM up 29% ($3.12B -> $4.02B). IAPD ↗fund
$4.02B RAUM · 6 reps · 857-702-0370
Portfolio / reporting / TAMPCRMFinancial planning software
50
PACIFIC PRIVATE FUND ADVISORS LLC reported RAUM up 25% ($4.54B -> $5.69B). IAPD ↗fund
$5.69B RAUM · 6 reps · (800) 800-7646
Portfolio / reporting / TAMPCRMFinancial planning software
50
FOXHAVEN ASSET MANAGEMENT, LP reported RAUM up 26% ($4.43B -> $5.61B). IAPD ↗fund
$5.61B RAUM · 6 reps · (434) 326-5300 · foxhavencap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ASHE CAPITAL MANAGEMENT, LP reported RAUM up 26% ($1.05B -> $1.32B). IAPD ↗fund
$1.32B RAUM · 5 reps · 201-464-0962
Portfolio / reporting / TAMPCRMFinancial planning software
50
GREENHOUSE FUNDS LLLP reported RAUM up 26% ($1.54B -> $1.94B). IAPD ↗fund
$1.94B RAUM · 5 reps · 443-961-3914 · greenhousefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
BLUE ROAD MANAGEMENT, L.P. reported RAUM up 26% ($1.28B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 6 reps · 212.822.9710 · blueroad.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
GREENRIDGE GROWTH PARTNERS reported RAUM up 35% ($196.7M -> $265.7M). IAPD ↗fund
$265.7M RAUM · 10 reps · 512-426-6919 · greenridgegrowth.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
TITANIUM EXPLORATION PARTNERS LLC reported RAUM up 26% ($91.0M -> $114.4M). IAPD ↗institutional
$114.4M RAUM · 3 reps · 214-751-8900 · titaniumep.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
AETHON ENERGY MANAGEMENT reported RAUM up 36% ($579.3M -> $790.5M). IAPD ↗fund
$790.5M RAUM · 7 reps · 214-750-3820
Portfolio / reporting / TAMPCRMFinancial planning software
50
COMMUNITY INVESTMENT MANAGEMENT LLC reported RAUM up 36% ($655.8M -> $892.3M). IAPD ↗fund
$892.3M RAUM · 19 reps · 415-857-3233 · cim-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ITE MANAGEMENT L.P. reported RAUM up 29% ($3.53B -> $4.57B). IAPD ↗fund
$4.57B RAUM · 24 reps · (212) 220-5802 · itemgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CRAYHILL CAPITAL MANAGEMENT LP reported RAUM up 28% ($1.62B -> $2.08B). IAPD ↗fund
$2.08B RAUM · 16 reps · (212) 634-3250
Portfolio / reporting / TAMPCRMFinancial planning software
50
CAMELOT CAPITAL PARTNERS LLC reported RAUM up 38% ($612.2M -> $845.7M). IAPD ↗fund
$845.7M RAUM · 1 reps · 949-426-5033
Portfolio / reporting / TAMPCRMFinancial planning software
50
BLUE OWL CREDIT ADVISORS LLC reported RAUM up 26% ($30.79B -> $38.80B). IAPD ↗fund
$38.80B RAUM · 130 reps · (212) 419-3000 · blueowl.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
BREGAL INVESTMENTS, INC. reported RAUM up 28% ($20.23B -> $25.85B). IAPD ↗fund
$25.85B RAUM · 56 reps · 212-704-3000
Portfolio / reporting / TAMPCRMFinancial planning software
50
GRAIN MANAGEMENT, LLC reported RAUM up 28% ($4.91B -> $6.27B). IAPD ↗fund
$6.27B RAUM · 35 reps · 202-779-9055 · graingp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CROSS OCEAN PARTNERS MANAGEMENT LP reported RAUM up 25% ($3.03B -> $3.78B). IAPD ↗fund
$3.78B RAUM · 11 reps · 1-203-340-7850 · crossoceanpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
WATERTON INVESTMENT ADVISER, L.L.C. reported RAUM up 26% ($3.75B -> $4.71B). IAPD ↗fund
$4.71B RAUM · 64 reps · 312-948-4500 · g.page
Portfolio / reporting / TAMPCRMFinancial planning software
50
BAY POINT ADVISORS, LLC reported RAUM up 38% ($515.0M -> $712.9M). IAPD ↗fund
$712.9M RAUM · 20 reps · (404) 963-6031
Portfolio / reporting / TAMPCRMFinancial planning software
50
REDWOOD GROVE CAPITAL, LLC reported RAUM up 37% ($219.0M -> $300.0M). IAPD ↗fund
$300.0M RAUM · 4 reps · 650-617-3200 · redwoodgrovecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
DIGITAL ALPHA ADVISORS, LLC reported RAUM up 28% ($1.42B -> $1.81B). IAPD ↗fund
$1.81B RAUM · 9 reps · (408) 660-7014 · digitalalpha.net
Portfolio / reporting / TAMPCRMFinancial planning software
50
LUCID MANAGEMENT AND CAPITAL PARTNERS LP reported RAUM up 30% ($3.21B -> $4.17B). IAPD ↗fund
$4.17B RAUM · 6 reps · (212)551-1702 · lucidma.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
OGAM, LP reported RAUM up 30% ($4.72B -> $6.13B). IAPD ↗fund
$6.13B RAUM · 9 reps · 1 (713) 225-5965 · orchardglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ARC70 ADVISERS LP reported RAUM up 27% ($1.06B -> $1.34B). IAPD ↗fund
$1.34B RAUM · 6 reps · (415) 322-3260 · arc70.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
INTANDEM CAPITAL PARTNERS, LLC reported RAUM up 30% ($1.51B -> $1.97B). IAPD ↗fund
$1.97B RAUM · 22 reps · 646-930-1530 · intandemcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
KARLOV STREET CAPITAL, LLC reported RAUM up 37% ($187.7M -> $257.2M). IAPD ↗fund
$257.2M RAUM · 3 reps · 847-503-9393 · karlovstreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
BLUE WATER ADVISORS LP reported RAUM up 25% ($1.33B -> $1.66B). IAPD ↗fund
$1.66B RAUM · 9 reps · (561) 282-0770 · bwalp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CCC ADVISORS, LLC reported RAUM up 39% ($348.6M -> $484.3M). IAPD ↗fund
$484.3M RAUM · 10 reps · 512-412-3300 · cottoncreekcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
DIAMETER CAPITAL PARTNERS LP reported RAUM up 26% ($14.56B -> $18.31B). IAPD ↗fund
$18.31B RAUM · 50 reps · 212-655-1400 · diametercap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALLY BRIDGE GROUP (NY) LLC reported RAUM up 54% ($146.7M -> $226.1M). IAPD ↗fund
$226.1M RAUM · 3 reps · 646-829-9373
Portfolio / reporting / TAMPCRMFinancial planning software
50
BLUEROCK CREDIT FUND ADVISOR, LLC reported RAUM up 29% ($84.5M -> $108.9M). IAPD ↗institutional
$108.9M RAUM · 8 reps · 212-843-1601
Portfolio / reporting / TAMPCRMFinancial planning software
50
NEW 2ND CAPITAL reported RAUM up 25% ($1.48B -> $1.85B). IAPD ↗fund
$1.85B RAUM · 11 reps · 2129139983
Portfolio / reporting / TAMPCRMFinancial planning software
50
ELSEWHERE PARTNERS, LLC reported RAUM up 39% ($559.9M -> $778.8M). IAPD ↗fund
$778.8M RAUM · 15 reps · 512-423-0410 · elsewhere.partners
Portfolio / reporting / TAMPCRMFinancial planning software
50
NORTH PEAK CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($1.47B -> $1.87B). IAPD ↗fund
$1.87B RAUM · 5 reps · (212) 209-3904 · northpeakcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PHASE 3 CAPITAL MANAGEMENT LLC reported RAUM up 26% ($1.01B -> $1.28B). IAPD ↗fund
$1.28B RAUM · 4 reps · 312-858-3800 · p3cm.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
GOLDNER HAWN reported RAUM up 37% ($585.9M -> $803.8M). IAPD ↗fund
$803.8M RAUM · 10 reps · 612-338-5912 · goldnerhawn.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
DRAGONFLY DIGITAL MANAGEMENT, LLC reported RAUM up 27% ($1.93B -> $2.47B). IAPD ↗fund
$2.47B RAUM · 10 reps · 415-795-8868 · metastablecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC reported RAUM up 40% ($342.3M -> $477.5M). IAPD ↗fund
$477.5M RAUM · 5 reps · 650-444-5874 · realicap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MEROS INVESTMENT MANAGEMENT, LP reported RAUM up 25% ($171.8M -> $215.0M). IAPD ↗institutional
$215.0M RAUM · 2 reps · 214-871-5200 · merosinv.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ASCENDANT CAPITAL PARTNERS LP reported RAUM up 37% ($335.4M -> $460.5M). IAPD ↗fund
$460.5M RAUM · 9 reps · (310) 689-5149 · ascendantcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
VARIANT reported RAUM up 39% ($601.7M -> $838.2M). IAPD ↗fund
$838.2M RAUM · 9 reps · 580-952-9740 · variant.fund
Portfolio / reporting / TAMPCRMFinancial planning software
50
HFR INVESTMENTS, LLC reported RAUM up 27% ($2.53B -> $3.21B). IAPD ↗fund
$3.21B RAUM · 1 reps · 312-327-0430
Portfolio / reporting / TAMPCRMFinancial planning software
50
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC reported RAUM up 27% ($5.99B -> $7.63B). IAPD ↗fund
$7.63B RAUM · 130 reps · (212) 419-3000 · blueowlproducts.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CATALUR CAPITAL MANAGEMENT, LP reported RAUM up 38% ($330.0M -> $455.3M). IAPD ↗fund
$455.3M RAUM · 5 reps · 1 (212) 377-7414
Portfolio / reporting / TAMPCRMFinancial planning software
50
NORTH ISLAND VENTURES reported RAUM up 37% ($292.8M -> $400.9M). IAPD ↗fund
$400.9M RAUM · 7 reps · 347-404-2298
Portfolio / reporting / TAMPCRMFinancial planning software
50
AVEGO MANAGEMENT, LLC reported RAUM up 35% ($635.9M -> $861.1M). IAPD ↗fund
$861.1M RAUM · 13 reps · 646-844-0030 · avego.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MANE GLOBAL CAPITAL MANAGEMENT LP reported RAUM up 28% ($1.61B -> $2.05B). IAPD ↗fund
$2.05B RAUM · 12 reps · (212) 970-8700
Portfolio / reporting / TAMPCRMFinancial planning software
50
VOYAGER GLOBAL MANAGEMENT LP reported RAUM up 29% ($2.32B -> $3.00B). IAPD ↗fund
$3.00B RAUM · 3 reps · (212) 680-4560
Portfolio / reporting / TAMPCRMFinancial planning software
50
ENDURANCE ENGINEERING MANAGEMENT LP reported RAUM up 40% ($238.4M -> $333.0M). IAPD ↗fund
$333.0M RAUM · 3 reps · 310-282-5826
Portfolio / reporting / TAMPCRMFinancial planning software
50
IRON PATH CAPITAL, L.P. reported RAUM up 36% ($262.6M -> $357.2M). IAPD ↗fund
$357.2M RAUM · 12 reps · 805-450-7940
Portfolio / reporting / TAMPCRMFinancial planning software
50
HUDSON HILL CAPITAL MANAGEMENT, LLC reported RAUM up 38% ($275.2M -> $379.3M). IAPD ↗fund
$379.3M RAUM · 5 reps · 212-551-4690 · hudsonhillcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
RICHBROOK ADVISORS, LP reported RAUM up 38% ($592.3M -> $815.2M). IAPD ↗fund
$815.2M RAUM · 5 reps · 646-833-1020
Portfolio / reporting / TAMPCRMFinancial planning software
50
DI INVESTMENT MANAGEMENT LP reported RAUM up 40% ($271.6M -> $379.7M). IAPD ↗fund
$379.7M RAUM · 40 reps · 214-775-4712 · dalfen.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
LLR MANAGEMENT HOLDCO, L.P. reported RAUM up 28% ($4.59B -> $5.88B). IAPD ↗fund
$5.88B RAUM · 55 reps · 215-717-2900
Portfolio / reporting / TAMPCRMFinancial planning software
50
CAP91 PARTNERS MANAGEMENT LLC reported RAUM up 40% ($325.8M -> $454.8M). IAPD ↗fund
$454.8M RAUM · 5 reps · 804-525-9249 · cap91.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
ROBERTSON OPPORTUNITY CAPITAL, LLC reported RAUM up 35% ($224.1M -> $301.4M). IAPD ↗fund
$301.4M RAUM · 3 reps · 972-713-5001 · rocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. reported RAUM up 49% ($61.6M -> $91.7M). IAPD ↗fund
$91.7M RAUM · 2 reps · 281-778-4900 · rmpwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
MEDINA VALUE PARTNERS, LLC reported RAUM up 32% ($258.0M -> $341.6M). IAPD ↗fund
$341.6M RAUM · 1 reps · (310) 979-6900
Portfolio / reporting / TAMPCRMFinancial planning software
49
TEGEAN CAPITAL MANAGEMENT, LLC reported RAUM up 48% ($138.6M -> $205.4M). IAPD ↗fund
$205.4M RAUM · 3 reps · 212-201-1950 · tegean.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
TWIN OAKS PARTNERS reported RAUM up 34% ($573.6M -> $766.9M). IAPD ↗fund
$766.9M RAUM · 2 reps · 973-635-3854
Portfolio / reporting / TAMPCRMFinancial planning software
49
ACON INVESTMENTS MANAGEMENT, LLC reported RAUM up 32% ($201.0M -> $265.8M). IAPD ↗fund
$265.8M RAUM · 10 reps · 202-454-1100 · aconinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
MELKONIAN CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($279.1M -> $372.2M). IAPD ↗fund
$372.2M RAUM · 2 reps · 212-300-6006 · melkoniancapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
HUNTING HILL GLOBAL CAPITAL, LLC reported RAUM up 32% ($363.9M -> $481.7M). IAPD ↗fund
$481.7M RAUM · 4 reps · 646-442-2790 · huntinghill.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
ENHANCED CAPITAL PARTNERS, LLC reported RAUM up 34% ($722.1M -> $969.1M). IAPD ↗fund
$969.1M RAUM · 14 reps · 504-569-7900
Portfolio / reporting / TAMPCRMFinancial planning software
49
SAVANO DIRECT CAPITAL PARTNERS, LLC reported RAUM up 35% ($253.5M -> $341.2M). IAPD ↗fund
$341.2M RAUM · 7 reps · 443-873-3561 · savanocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
THORNTREE CAPITAL PARTNERS LP reported RAUM up 32% ($570.2M -> $752.3M). IAPD ↗fund
$752.3M RAUM · 6 reps · 617-443-2080 · thorntreecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
NORLAND CAPITAL LP reported RAUM up 35% ($219.0M -> $294.9M). IAPD ↗fund
$294.9M RAUM · 6 reps · 415-465-1000 · norlandcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BACKCAST PARTNERS MANAGEMENT LLC reported RAUM up 31% ($611.2M -> $802.5M). IAPD ↗fund
$802.5M RAUM · 11 reps · 212-332-5800 · backcastpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BRICKELL KEY ASSET MANAGEMENT LLC reported RAUM up 32% ($202.7M -> $268.3M). IAPD ↗fund
$268.3M RAUM · 8 reps · 866-443-1080
Portfolio / reporting / TAMPCRMFinancial planning software
49
PREP INVESTMENT ADVISERS, L.L.C. reported RAUM up 33% ($358.6M -> $477.0M). IAPD ↗fund
$477.0M RAUM · 24 reps · 312-499-1952 · pearlmark.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
SCIENS DIVERSIFIED MANAGERS LLC reported RAUM up 33% ($565.1M -> $750.1M). IAPD ↗fund
$750.1M RAUM · 7 reps · 212-471-6100 · sciensam.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
ROUNDHILL INVESTMENTS reported RAUM up 31% ($547.1M -> $716.8M). IAPD ↗fund
$716.8M RAUM · 4 reps · 646-661-5441 · public.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
WESTWARD PARTNERS LLC reported RAUM up 32% ($218.7M -> $288.5M). IAPD ↗fund
$288.5M RAUM · 4 reps · 206-669-4007 · westwardpartnersllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
WEATHERFORD CAPITAL MANAGEMENT reported RAUM up 32% ($698.4M -> $920.0M). IAPD ↗fund
$920.0M RAUM · 13 reps · (813) 443-0499 · weatherfordcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
SKY ISLAND CAPITAL reported RAUM up 32% ($292.3M -> $385.5M). IAPD ↗fund
$385.5M RAUM · 9 reps · 469-965-9200
Portfolio / reporting / TAMPCRMFinancial planning software
49
TWENTY ACRE CAPITAL LP reported RAUM up 46% ($123.4M -> $180.7M). IAPD ↗fund
$180.7M RAUM · 6 reps · 215-978-9800 · twentyacre.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
NORTHRIM ADVISER, LLC reported RAUM up 34% ($195.0M -> $261.0M). IAPD ↗fund
$261.0M RAUM · 6 reps · 480-206-7683 · northrimhorizon.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC reported RAUM up 50% ($157.4M -> $235.8M). IAPD ↗fund
$235.8M RAUM · 4 reps · (214) 227-7792 · summithousecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BRASIL CAPITAL ADVISER LLC reported RAUM up 32% ($316.0M -> $418.1M). IAPD ↗fund
$418.1M RAUM · 3 reps · 646-565-8844
Portfolio / reporting / TAMPCRMFinancial planning software
49
325 CAPITAL reported RAUM up 48% ($157.5M -> $233.6M). IAPD ↗fund
$233.6M RAUM · 5 reps · 212-376-5325 · 325capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
TEN COVES CAPITAL, LP reported RAUM up 33% ($743.6M -> $990.5M). IAPD ↗fund
$990.5M RAUM · 9 reps · 203-983-3239
Portfolio / reporting / TAMPCRMFinancial planning software
49
PSC MANAGER LLC reported RAUM up 31% ($581.7M -> $762.8M). IAPD ↗fund
$762.8M RAUM · 17 reps · 267-291-7400 · peaceablestreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC reported RAUM up 32% ($315.4M -> $416.7M). IAPD ↗fund
$416.7M RAUM · 855 reps · 212-417-7000 · brookfield.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
INTERLOCK EQUITY LP reported RAUM up 33% ($311.2M -> $414.1M). IAPD ↗fund
$414.1M RAUM · 9 reps · 310-598-1848 · interlockequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
RPD FUND MANAGEMENT LLC reported RAUM up 35% ($350.2M -> $471.9M). IAPD ↗fund
$471.9M RAUM · 6 reps · 212-201-2650 · rpdfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
VERISTAR CAPITAL MANAGEMENT LP reported RAUM up 49% ($142.0M -> $211.5M). IAPD ↗fund
$211.5M RAUM · 3 reps · 929-564-5500 · veristarcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
LONG FOCUS CAPITAL MANAGEMENT LLC reported RAUM up 32% ($506.2M -> $666.4M). IAPD ↗fund
$666.4M RAUM · 3 reps · (787) 333-0240
Portfolio / reporting / TAMPCRMFinancial planning software
49
THE QUARRY LP reported RAUM up 33% ($348.7M -> $462.4M). IAPD ↗fund
$462.4M RAUM · 4 reps · 212-205-2600
Portfolio / reporting / TAMPCRMFinancial planning software
49
GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC reported RAUM up 50% ($100.2M -> $150.2M). IAPD ↗fund
$150.2M RAUM · 8 reps · 305-515-5878 · galapagoscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
STONEPINE CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($271.5M -> $347.8M). IAPD ↗fund
$347.8M RAUM · 4 reps · 541-647-5673 · stonepinecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
COVALENT PARTNERS LLC reported RAUM up 43% ($93.7M -> $133.6M). IAPD ↗fund
$133.6M RAUM · 4 reps · 617-658-5500 · covalentpartnersllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
BROADOAK ASSET MANAGEMENT, LLC reported RAUM up 28% ($289.1M -> $371.0M). IAPD ↗fund
$371.0M RAUM · 8 reps · 301-358-2692 · broadoak.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
MAZE INVESTMENTS, LLC reported RAUM up 42% ($111.5M -> $158.5M). IAPD ↗fund
$158.5M RAUM · 3 reps · (310) 846-8574 · mazeinvestmentsllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
STANLEY CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($355.5M -> $454.7M). IAPD ↗fund
$454.7M RAUM · 3 reps · 713-900-3200 · stanleycap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
PRESIDIO INVESTORS LLC reported RAUM up 29% ($603.5M -> $778.3M). IAPD ↗fund
$778.3M RAUM · 9 reps · 512-772-1725 · presidioinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
MARITIME CAPITAL reported RAUM up 27% ($634.4M -> $806.1M). IAPD ↗fund
$806.1M RAUM · 6 reps · 646-513-3203 · maritimelp.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
PABRAI INVESTMENT FUNDS reported RAUM up 25% ($637.6M -> $798.3M). IAPD ↗fund
$798.3M RAUM · 2 reps · 512-999-7110
Portfolio / reporting / TAMPCRMFinancial planning software
48
OAKCLIFF PARTNERS LLC reported RAUM up 30% ($201.0M -> $261.2M). IAPD ↗fund
$261.2M RAUM · 2 reps · 646-873-8505
Portfolio / reporting / TAMPCRMFinancial planning software
48
ARISTIDES CAPITAL LLC reported RAUM up 26% ($300.5M -> $377.9M). IAPD ↗fund
$377.9M RAUM · 6 reps · 502-419-2956 · aristidescapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
DAYBREAK FUND ADVISORS LLC reported RAUM up 27% ($755.6M -> $961.9M). IAPD ↗fund
$961.9M RAUM · 11 reps · 713-559-7110 · pelicanenergypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
HEADLANDS CAPITAL reported RAUM up 28% ($687.7M -> $877.7M). IAPD ↗fund
$877.7M RAUM · 5 reps · 415-263-7300 · headlandscap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
RENOVO CAPITAL, LLC reported RAUM up 26% ($585.8M -> $738.1M). IAPD ↗fund
$738.1M RAUM · 12 reps · 214-699-4960 · renovocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
NORTHLIGHT CAPITAL PARTNERS reported RAUM up 27% ($365.1M -> $463.7M). IAPD ↗fund
$463.7M RAUM · 7 reps · 646-873-6547 · icx.efrontcloud.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
WAVE EQUITY PARTNERS reported RAUM up 28% ($374.0M -> $480.5M). IAPD ↗fund
$480.5M RAUM · 4 reps · 617-350-9808 · waveep.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
CALIXTO GLOBAL INVESTORS, LP reported RAUM up 29% ($378.8M -> $488.8M). IAPD ↗fund
$488.8M RAUM · 5 reps · 305-602-3421
Portfolio / reporting / TAMPCRMFinancial planning software
48
KUDU INVESTMENT HOLDINGS, LLC reported RAUM up 27% ($699.9M -> $890.3M). IAPD ↗fund
$890.3M RAUM · 6 reps · 212-257-6422 · kuduinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
INNOVATIVE PORTFOLIOS LLC reported RAUM up 30% ($590.7M -> $767.3M). IAPD ↗fund
$767.3M RAUM · 10 reps · 317-689-6450
Portfolio / reporting / TAMPCRMFinancial planning software
48
MUDDY WATERS CAPITAL LLC reported RAUM up 28% ($344.7M -> $439.7M). IAPD ↗fund
$439.7M RAUM · 7 reps · (415) 488-3167
Portfolio / reporting / TAMPCRMFinancial planning software
48
ORANGEWOOD PARTNERS MANAGEMENT LLC reported RAUM up 25% ($724.9M -> $908.9M). IAPD ↗fund
$908.9M RAUM · 9 reps · 212-324-5630
Portfolio / reporting / TAMPCRMFinancial planning software
48
HUDSON COVE CAPITAL MANAGEMENT LLC reported RAUM up 30% ($738.0M -> $957.7M). IAPD ↗fund
$957.7M RAUM · 8 reps · 201-685-7555 · hudsoncovecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
HPE CAPITAL MANAGEMENT II, LLC reported RAUM up 28% ($355.6M -> $455.7M). IAPD ↗fund
$455.7M RAUM · 4 reps · 513-745-9200 · hauserprivateequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
NEXTGEN GROWTH PARTNERS, LLC reported RAUM up 43% ($164.7M -> $234.7M). IAPD ↗fund
$234.7M RAUM · 4 reps · (312) 882-8998 · nextgengp.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
SHOREHILL CAPITAL LLC reported RAUM up 25% ($377.7M -> $473.9M). IAPD ↗fund
$473.9M RAUM · 11 reps · 312-876-7267
Portfolio / reporting / TAMPCRMFinancial planning software
48
AYRTON CAPITAL LLC reported RAUM up 29% ($230.0M -> $296.9M). IAPD ↗fund
$296.9M RAUM · 5 reps · 646-684-0650
Portfolio / reporting / TAMPCRMFinancial planning software
48
GENERAL EQUITY HOLDINGS LP reported RAUM up 44% ($111.8M -> $160.9M). IAPD ↗fund
$160.9M RAUM · 1 reps · 646-813-9212
Portfolio / reporting / TAMPCRMFinancial planning software
48
GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP reported RAUM up 28% ($229.1M -> $293.7M). IAPD ↗fund
$293.7M RAUM · 2 reps · 203-663-3720
Portfolio / reporting / TAMPCRMFinancial planning software
48
PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP reported RAUM up 28% ($679.7M -> $872.2M). IAPD ↗fund
$872.2M RAUM · 12 reps · 646-443-6606 · petrichorcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
AUXO INVESTMENT PARTNERS, LLC reported RAUM up 28% ($275.9M -> $353.9M). IAPD ↗fund
$353.9M RAUM · 7 reps · 616-980-9810
Portfolio / reporting / TAMPCRMFinancial planning software
48
FLAT FOOTED LLC reported RAUM up 26% ($691.2M -> $869.6M). IAPD ↗fund
$869.6M RAUM · 2 reps · 917-439-7926 · flatfootedllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
ALTA FOX CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($339.2M -> $437.9M). IAPD ↗fund
$437.9M RAUM · 3 reps · 817-350-4230
Portfolio / reporting / TAMPCRMFinancial planning software
48
TENCORE PARTNERS, LP reported RAUM up 26% ($332.5M -> $419.9M). IAPD ↗fund
$419.9M RAUM · 2 reps · 646-647-8403 · tencorepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
PRESERVATION EQUITY FUND ADVISORS, LLC reported RAUM up 27% ($309.1M -> $392.4M). IAPD ↗fund
$392.4M RAUM · 3 reps · 714-662-5565 · pefadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
RICE PARK CAPITAL reported RAUM up 28% ($705.6M -> $906.2M). IAPD ↗fund
$906.2M RAUM · 6 reps · 833-981-5595 · riceparkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
FIDELIS INVESTORS, LLC reported RAUM up 25% ($700.5M -> $878.9M). IAPD ↗fund
$878.9M RAUM · 5 reps · 908-402-8132 · fidelis-investors.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
O'NEIL GLOBAL ADVISORS, INC. reported RAUM up 30% ($294.0M -> $380.8M). IAPD ↗fund
$380.8M RAUM · 14 reps · 310-448-6800 · oneilglobaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
MATTERHORN CAPITAL ADVISORS, LLC reported RAUM up 45% ($170.2M -> $246.3M). IAPD ↗fund
$246.3M RAUM · 6 reps · 610-940-5303 · matterhorncapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
TWO SEAS CAPITAL LP reported RAUM up 26% ($605.7M -> $762.4M). IAPD ↗fund
$762.4M RAUM · 5 reps · 914-690-8253 · twoseascap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
SANDLOT PARTNERS, LLC reported RAUM up 27% ($346.4M -> $440.0M). IAPD ↗fund
$440.0M RAUM · 15 reps · 203-233-5797
Portfolio / reporting / TAMPCRMFinancial planning software
48
METAVASI CAPITAL LP reported RAUM up 25% ($215.6M -> $270.0M). IAPD ↗fund
$270.0M RAUM · 4 reps · 914-745-6600
Portfolio / reporting / TAMPCRMFinancial planning software
48
RIVERMONT CAPITAL MANAGEMENT LP reported RAUM up 28% ($247.1M -> $315.8M). IAPD ↗fund
$315.8M RAUM · 3 reps · 212-970-0070
Portfolio / reporting / TAMPCRMFinancial planning software
48
COMMUNITY US FUND MANAGEMENT, INC. reported RAUM up 26% ($279.3M -> $350.8M). IAPD ↗fund
$350.8M RAUM · 3 reps · 646-734-8057
Portfolio / reporting / TAMPCRMFinancial planning software
48
AACP INVESTMENTS, LLC reported RAUM up 43% ($47.7M -> $68.3M). IAPD ↗fund
$68.3M RAUM · 3 reps · 929-626-8036
Portfolio / reporting / TAMPCRMFinancial planning software
48
HACK VC MANAGEMENT, LLC reported RAUM up 28% ($328.2M -> $419.7M). IAPD ↗fund
$419.7M RAUM · 8 reps · 775-238-3671
Portfolio / reporting / TAMPCRMFinancial planning software
48
DEEPWATER ASSET MANAGEMENT, LLC reported RAUM up 26% ($265.0M -> $333.0M). IAPD ↗fund
$333.0M RAUM · 5 reps · 612-865-0578
Portfolio / reporting / TAMPCRMFinancial planning software
48
CADEN CAPITAL PARTNERS, LP reported RAUM up 27% ($328.4M -> $415.9M). IAPD ↗fund
$415.9M RAUM · 3 reps · 424-426-5128 · cadencp.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
MERCATOR PARTNERS reported RAUM up 25% ($222.3M -> $278.1M). IAPD ↗fund
$278.1M RAUM · 4 reps · 347-753-2779 · mercatorpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
HIVEMIND CAPITAL PARTNERS LLC reported RAUM up 43% ($154.7M -> $220.9M). IAPD ↗fund
$220.9M RAUM · 5 reps · 917-692-9525 · hivemindcapital.co
Portfolio / reporting / TAMPCRMFinancial planning software
48
CORTEN REAL ESTATE MANAGEMENT LLC reported RAUM up 29% ($363.4M -> $468.8M). IAPD ↗fund
$468.8M RAUM · 10 reps · 215-500-4950
Portfolio / reporting / TAMPCRMFinancial planning software
48
DAUNTLESS CAPITAL PARTNERS LLC reported RAUM up 41% ($100.9M -> $142.1M). IAPD ↗fund
$142.1M RAUM · 7 reps · 202-656-1250
Portfolio / reporting / TAMPCRMFinancial planning software
48
SLOTNIK CAPITAL, LLC reported RAUM up 27% ($260.1M -> $330.5M). IAPD ↗fund
$330.5M RAUM · 2 reps · 214-462-9203 · slotnikmergerarb.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
SELLARONDA GLOBAL MANAGEMENT LP reported RAUM up 40% ($169.1M -> $236.8M). IAPD ↗fund
$236.8M RAUM · 3 reps · (212) 970-5110
Portfolio / reporting / TAMPCRMFinancial planning software
48
JAFFA CAPITAL MANAGEMENT LLC reported RAUM up 41% ($110.0M -> $155.2M). IAPD ↗fund
$155.2M RAUM · 3 reps · 216-245-1231 · jaffamanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
SIB LLC reported RAUM up 40% ($142.9M -> $199.4M). IAPD ↗fund
$199.4M RAUM · 1 reps · 516-457-9295
Portfolio / reporting / TAMPCRMFinancial planning software
47
DHANDHO FUNDS LLC reported RAUM up 35% ($85.9M -> $116.3M). IAPD ↗fund
$116.3M RAUM · 3 reps · 512.999.7110
Portfolio / reporting / TAMPCRMFinancial planning software
47
LION EQUITY INVESTMENT ADVISORS, LLC reported RAUM up 38% ($158.0M -> $217.8M). IAPD ↗fund
$217.8M RAUM · 9 reps · 303-847-4100 · lionequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
RECURRING CAPITAL MANAGEMENT COMPANY, LLC reported RAUM up 38% ($157.8M -> $218.1M). IAPD ↗fund
$218.1M RAUM · 7 reps · 512-766-0676 · recurring.capital
Portfolio / reporting / TAMPCRMFinancial planning software
47
TERRA ALPHA INVESTMENTS LLC reported RAUM up 38% ($122.8M -> $170.0M). IAPD ↗fund
$170.0M RAUM · 7 reps · 202-263-3644 · terraalphainvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
GATE CITY CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($143.2M -> $196.3M). IAPD ↗fund
$196.3M RAUM · 4 reps · 312-825-1228 · gatecitycap.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
ID FUNDS ADVISOR LLC reported RAUM up 38% ($143.1M -> $198.0M). IAPD ↗fund
$198.0M RAUM · 3 reps · (561) 462-1200 · idfund.co
Portfolio / reporting / TAMPCRMFinancial planning software
47
HIGHLAND PEAK CAPITAL, LLC reported RAUM up 35% ($181.0M -> $245.2M). IAPD ↗fund
$245.2M RAUM · 2 reps · (203) 516-3711 · highlandpeakcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
VISION ONE MANAGEMENT PARTNERS, LP reported RAUM up 39% ($128.9M -> $179.4M). IAPD ↗fund
$179.4M RAUM · 5 reps · 786-881-3334
Portfolio / reporting / TAMPCRMFinancial planning software
47
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC reported RAUM up 36% ($83.5M -> $113.8M). IAPD ↗fund
$113.8M RAUM · 4 reps · 212-572-6469 · terramontinfra.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
STILLPOINT INVESTMENTS LP reported RAUM up 37% ($121.9M -> $166.6M). IAPD ↗fund
$166.6M RAUM · 5 reps · 332-373-0588
Portfolio / reporting / TAMPCRMFinancial planning software
46
HEALTHCOR PARTNERS MANAGEMENT, L.P. reported RAUM up 34% ($127.5M -> $170.8M). IAPD ↗fund
$170.8M RAUM · 2 reps · 212-622-7726 · healthcorpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP reported RAUM up 32% ($156.8M -> $206.4M). IAPD ↗fund
$206.4M RAUM · 8 reps · 212-603-9860 · cp-im.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
RAND CAPITAL MANAGEMENT reported RAUM up 30% ($121.1M -> $157.7M). IAPD ↗fund
$157.7M RAUM · 6 reps · 617-880-7494 · randcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
BARRIER CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($69.0M -> $91.0M). IAPD ↗fund
$91.0M RAUM · 2 reps · 650-380-1475 · barriercap.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
GREENBROOK MANAGEMENT, LLC reported RAUM up 33% ($60.8M -> $81.1M). IAPD ↗fund
$81.1M RAUM · 3 reps · 212-804-8091 · greenbrookre.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
DEEPWORK CAPITAL, LLC reported RAUM up 33% ($151.0M -> $200.9M). IAPD ↗fund
$200.9M RAUM · 8 reps · 407-988-3014
Portfolio / reporting / TAMPCRMFinancial planning software
46
LONSDALE INVESTMENT MANAGEMENT, LLC reported RAUM up 33% ($76.3M -> $101.8M). IAPD ↗fund
$101.8M RAUM · 3 reps · 929-499-9817 · optoinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
ASH INVESTMENT PARTNERS, LLC reported RAUM up 35% ($134.7M -> $181.3M). IAPD ↗fund
$181.3M RAUM · 5 reps · (470) 795-5505 · ashvx.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
MCM ADVISERS, LP reported RAUM up 27% ($116.2M -> $147.9M). IAPD ↗fund
$147.9M RAUM · 2 reps · 925-631-9100
Portfolio / reporting / TAMPCRMFinancial planning software
45
SOUTHPAW ASSET MANAGEMENT, LP reported RAUM up 25% ($71.1M -> $89.1M). IAPD ↗fund
$89.1M RAUM · 2 reps · 914-450-4781 · southpawassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
DEMARCHE reported RAUM up 25% ($169.8M -> $212.6M). IAPD ↗fund
$212.6M RAUM · 19 reps · 913-981-1345
Portfolio / reporting / TAMPCRMFinancial planning software
45
OLD BELLOWS PARTNERS L.P. reported RAUM up 29% ($28.0M -> $36.2M). IAPD ↗fund
$36.2M RAUM · 5 reps · 212-355-5600
Portfolio / reporting / TAMPCRMFinancial planning software
45
PRENTICE CAPITAL MANAGEMENT, LP reported RAUM up 30% ($162.7M -> $211.1M). IAPD ↗fund
$211.1M RAUM · 3 reps · 203-302-2432
Portfolio / reporting / TAMPCRMFinancial planning software
45
VANSHAP CAPITAL, LLC reported RAUM up 25% ($62.0M -> $77.8M). IAPD ↗fund
$77.8M RAUM · 2 reps · (571) 933-6950 · vanshapcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
MANGROVE EQUITY PARTNERS reported RAUM up 27% ($193.1M -> $245.4M). IAPD ↗fund
$245.4M RAUM · 11 reps · 813-868-4500
Portfolio / reporting / TAMPCRMFinancial planning software
45
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($134.4M -> $173.6M). IAPD ↗fund
$173.6M RAUM · 3 reps · 646-790-4800 · sicm.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
BROWN ADVISORY LTD. reported RAUM up 95% ($7.51B -> $14.64B). IAPD ↗foreign
$14.64B RAUM · 26 reps · 44 203-301-8130
Portfolio / reporting / TAMPCRMFinancial planning software
45
COLUMN PARK ASSET MANAGEMENT, LP reported RAUM up 26% ($186.2M -> $234.6M). IAPD ↗fund
$234.6M RAUM · 2 reps · 646-650-5110 · columnpark.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
PEARL LANE ADVISORS, LLC reported RAUM up 29% ($38.6M -> $50.0M). IAPD ↗fund
$50.0M RAUM · 8 reps · 212-240-9721
Portfolio / reporting / TAMPCRMFinancial planning software
45
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. reported RAUM up 210% ($4.66B -> $14.43B). IAPD ↗foreign
$14.43B RAUM · 30 reps · 65 6889 1000
Portfolio / reporting / TAMPCRMFinancial planning software
45
ALPINE PEAKS CAPITAL, LP reported RAUM up 27% ($167.6M -> $213.4M). IAPD ↗fund
$213.4M RAUM · 3 reps · 347-990-2940 · alpinepeakscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
FIRST SENTIER INVESTORS (IRELAND) LIMITED reported RAUM up 199% ($9.34B -> $27.90B). IAPD ↗foreign
$27.90B RAUM · 1 reps · +353(0) 1 669 4868 · firstsentierinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
LUMOS CAPITAL GROUP LLC reported RAUM up 26% ($194.1M -> $244.3M). IAPD ↗fund
$244.3M RAUM · 5 reps · 917-847-5468 · lumoscapitalgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
HEALTHPOINTCAPITAL MANAGEMENT, LLC reported RAUM up 29% ($139.8M -> $181.0M). IAPD ↗fund
$181.0M RAUM · 5 reps · 212-935-7780 · healthpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
BLUE DOOR ASSET MANAGEMENT, LLC reported RAUM up 27% ($93.3M -> $118.8M). IAPD ↗fund
$118.8M RAUM · 2 reps · 203-826-2240
Portfolio / reporting / TAMPCRMFinancial planning software
45
SKYLARK PRIVATE EQUITY PARTNERS, LP reported RAUM up 25% ($168.2M -> $210.5M). IAPD ↗fund
$210.5M RAUM · 7 reps · 214-817-4290 · skylarkpe.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
PALLADIUM HERITAGE MANAGEMENT, LLC reported RAUM up 28% ($34.3M -> $43.8M). IAPD ↗fund
$43.8M RAUM · 0 reps · (212) 218-5150 · palladiumequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
TVV ADVISERS, LLC reported RAUM up 26% ($34.5M -> $43.4M). IAPD ↗fund
$43.4M RAUM · 1 reps · 925-621-1000
Portfolio / reporting / TAMPCRMFinancial planning software
45
PROPEL BIO MANAGEMENT, LLC reported RAUM up 25% ($109.4M -> $137.0M). IAPD ↗fund
$137.0M RAUM · 5 reps · 206 602 9246
Portfolio / reporting / TAMPCRMFinancial planning software
45
JORDANELLE CAPITAL reported RAUM up 28% ($172.4M -> $220.0M). IAPD ↗fund
$220.0M RAUM · 2 reps · (385) 500-4894 · jordanelle.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
OZE CAPITAL LLC reported RAUM up 26% ($139.0M -> $175.2M). IAPD ↗fund
$175.2M RAUM · 3 reps · 973-446-6876 · ozecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
BLACKROCK INTERNATIONAL LIMITED reported RAUM up 66% ($29.05B -> $48.14B). IAPD ↗foreign
$48.14B RAUM · 12 reps · 44 131 4727200
Portfolio / reporting / TAMPCRMFinancial planning software
43
MONTRUSCO BOLTON INVESTMENTS INC. reported RAUM up 66% ($7.63B -> $12.69B). IAPD ↗foreign
$12.69B RAUM · 13 reps · 514-842-6464 · montruscobolton.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
CARRHAE CAPITAL reported RAUM up 65% ($1.06B -> $1.76B). IAPD ↗foreign
$1.76B RAUM · 9 reps · +44 203 205 4850 · carrhaecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
EPISTEME CAPITAL PARTNERS (UK), LLP reported RAUM up 150% ($112.2M -> $281.0M). IAPD ↗foreign
$281.0M RAUM · 12 reps · 44 20 7292 2662 · epistemecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
RESOLVE ASSET MANAGEMENT INC. reported RAUM up 80% ($201.9M -> $364.2M). IAPD ↗foreign
$364.2M RAUM · 4 reps · 416-572-5474
Portfolio / reporting / TAMPCRMFinancial planning software
43
INTEGRAL ILS LTD. reported RAUM up 65% ($1.58B -> $2.61B). IAPD ↗foreign
$2.61B RAUM · 4 reps · 441-532-2020 · integralils.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
PREVATT CAPITAL LTD reported RAUM up 403% ($82.9M -> $416.7M). IAPD ↗foreign
$416.7M RAUM · 5 reps · 646 652 0738 · prevattcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
PRIME QUADRANT reported RAUM up 89% ($188.2M -> $354.9M). IAPD ↗foreign
$354.9M RAUM · 3 reps · 212-365-7400 · primequadrant.com
Portfolio / reporting / TAMPCRMFinancial planning software
42
AS AVARON ASSET MANAGEMENT reported RAUM up 74% ($154.6M -> $269.0M). IAPD ↗foreign
$269.0M RAUM · 9 reps · +372 6644 205 · avaron.com
Portfolio / reporting / TAMPCRMFinancial planning software
42
NORTH OF SOUTH CAPITAL LLP reported RAUM up 63% ($1.03B -> $1.68B). IAPD ↗foreign
$1.68B RAUM · 7 reps · + 44 207 152 6061 · northofsouth.com
Portfolio / reporting / TAMPCRMFinancial planning software
41
INSIGHT INVESTMENT reported RAUM up 57% ($1.94B -> $3.04B). IAPD ↗foreign
$3.04B RAUM · 1 reps · +44 20 7163 4000
Portfolio / reporting / TAMPCRMFinancial planning software
41
COLUMBIA THREADNEEDLE INVESTMENTS reported RAUM up 69% ($211.9M -> $358.1M). IAPD ↗foreign
$358.1M RAUM · 100 reps · 0044-20-7464-5000
Portfolio / reporting / TAMPCRMFinancial planning software
41
ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED reported RAUM up 56% ($5.34B -> $8.34B). IAPD ↗foreign
$8.34B RAUM · 38 reps · -8275 · allspringglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
41
GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. reported RAUM up 57% ($35.65B -> $55.81B). IAPD ↗foreign
$55.81B RAUM · 35 reps · -12359
Portfolio / reporting / TAMPCRMFinancial planning software
40
IUR CAPITAL, LLC reported RAUM up 129% ($40.7M -> $93.2M). IAPD ↗foreign
$93.2M RAUM · 1 reps · +44 203 746 7320 · iurcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
T.ROWE PRICE HONG KONG LIMITED reported RAUM up 54% ($11.88B -> $18.34B). IAPD ↗foreign
$18.34B RAUM · 52 reps · 852-2536-7800
Portfolio / reporting / TAMPCRMFinancial planning software
40
LIGHTHOUSE SWISS WEALTH ADVISORS AG reported RAUM up 159% ($20.4M -> $52.8M). IAPD ↗foreign
$52.8M RAUM · 2 reps · -555 · lighthousetrust.ch
Portfolio / reporting / TAMPCRMFinancial planning software
40
G10 CAPITAL LIMITED reported RAUM up 51% ($8.64B -> $13.01B). IAPD ↗foreign
$13.01B RAUM · 63 reps · 442073975450
Portfolio / reporting / TAMPCRMFinancial planning software
40
AS TRIGON ASSET MANAGEMENT reported RAUM up 433% ($9.2M -> $49.1M). IAPD ↗foreign
$49.1M RAUM · 6 reps · 011-372-667-9200
Portfolio / reporting / TAMPCRMFinancial planning software
40
WELLINGTON-ALTUS USA INC. reported RAUM up 136% ($35.6M -> $84.1M). IAPD ↗foreign
$84.1M RAUM · 48 reps · 888-315-8729
Portfolio / reporting / TAMPCRMFinancial planning software
40
COMPOSER TECHNOLOGIES reported RAUM up 134% ($20.0M -> $46.7M). IAPD ↗foreign
$46.7M RAUM · 1 reps · (647) 254-3904 · investcomposer.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
TEMA GLOBAL LIMITED reported RAUM up 1034% ($10.2M -> $116.0M). IAPD ↗foreign
$116.0M RAUM · 5 reps · 447948254411
Portfolio / reporting / TAMPCRMFinancial planning software
40
IA PRIVATE WEALTH (USA) INC. reported RAUM up 516% ($12.6M -> $77.7M). IAPD ↗foreign
$77.7M RAUM · 96 reps · 1-855-999-2081 · iaprivatewealthusa.com
Portfolio / reporting / TAMPCRMFinancial planning software
39
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED reported RAUM up 47% ($13.54B -> $19.94B). IAPD ↗foreign
$19.94B RAUM · 26 reps · 416-524-9687
Portfolio / reporting / TAMPCRMFinancial planning software
39
CAIN INTERNATIONAL ADVISERS LIMITED reported RAUM up 49% ($2.08B -> $3.09B). IAPD ↗foreign
$3.09B RAUM · 69 reps · 44 (0)20 7569 9000 · cainint.com
Portfolio / reporting / TAMPCRMFinancial planning software
39
LARRAINVIAL ASSET MANAGEMENT reported RAUM up 49% ($1.89B -> $2.80B). IAPD ↗foreign
$2.80B RAUM · 44 reps · 562 2339 8500
Portfolio / reporting / TAMPCRMFinancial planning software
38
GAM INTERNATIONAL MANAGEMENT LIMITED reported RAUM up 42% ($14.29B -> $20.26B). IAPD ↗foreign
$20.26B RAUM · 45 reps · 44-20-7493-9990
Portfolio / reporting / TAMPCRMFinancial planning software
38
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported RAUM up 42% ($1.62B -> $2.31B). IAPD ↗foreign
$2.31B RAUM · 21 reps · 5521-3622-8070 · squadrainvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
AZTLAN EQUITY MANAGEMENT, LLC reported RAUM up 54% ($188.2M -> $290.0M). IAPD ↗foreign
$290.0M RAUM · 1 reps · 011-5281-8148-0504 · aztlanem.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED reported RAUM up 44% ($1.17B -> $1.69B). IAPD ↗foreign
$1.69B RAUM · 11 reps · 852-2170-3333 · fountaincapri.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
TRIUM CAPITAL LLP reported RAUM up 44% ($1.48B -> $2.13B). IAPD ↗foreign
$2.13B RAUM · 25 reps · +44 20 7073 9250 · trium-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
BELL ASSET MANAGEMENT LIMITED reported RAUM up 36% ($2.57B -> $3.48B). IAPD ↗foreign
$3.48B RAUM · 9 reps · 613 8637 6097 · bellasset.com.au
Portfolio / reporting / TAMPCRMFinancial planning software
37
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED reported RAUM up 36% ($5.26B -> $7.17B). IAPD ↗foreign
$7.17B RAUM · 19 reps · 852-3406-8688
Portfolio / reporting / TAMPCRMFinancial planning software
37
NEUBERGER BERMAN CANADA ULC reported RAUM up 37% ($8.15B -> $11.18B). IAPD ↗foreign
$11.18B RAUM · 13 reps · 416-883-6904 · nb.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
HOXTON CAPITAL MANAGEMENT reported RAUM up 50% ($217.9M -> $326.3M). IAPD ↗foreign
$326.3M RAUM · 28 reps · 737-249-9620
Portfolio / reporting / TAMPCRMFinancial planning software
37
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. reported RAUM up 36% ($2.27B -> $3.09B). IAPD ↗foreign
$3.09B RAUM · 10 reps · 65-69225800 · kjrm.co.jp
Portfolio / reporting / TAMPCRMFinancial planning software
36
CAPITAL FUND MANAGEMENT S.A. reported RAUM up 33% ($7.66B -> $10.18B). IAPD ↗foreign
$10.18B RAUM · 66 reps · +33-1-4949 5949 · cfm.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
FIERA CAPITAL (UK) LIMITED reported RAUM up 35% ($1.94B -> $2.62B). IAPD ↗foreign
$2.62B RAUM · 26 reps · +44 (0)20 7518 2100
Portfolio / reporting / TAMPCRMFinancial planning software
36
CANTILLON CAPITAL MANAGEMENT LLP reported RAUM up 32% ($15.04B -> $19.90B). IAPD ↗foreign
$19.90B RAUM · 6 reps · 44 (0) 20 7811 4100 · cantillon.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED reported RAUM up 35% ($119.18B -> $160.70B). IAPD ↗foreign
$160.70B RAUM · 190 reps · 44 207 992 4172 · globalliquidity.hsbc.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
PARKVIEW LTD. reported RAUM up 40% ($288.8M -> $404.6M). IAPD ↗foreign
$404.6M RAUM · 5 reps · +41 44 283 40 80 · parkviewgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
RV CAPITAL reported RAUM up 41% ($345.6M -> $485.8M). IAPD ↗foreign
$485.8M RAUM · 2 reps · 011-41-41-5114687 · rvcapital.ch
Portfolio / reporting / TAMPCRMFinancial planning software
36
SERONE CAPITAL MANAGEMENT LLP reported RAUM up 35% ($1.49B -> $2.00B). IAPD ↗foreign
$2.00B RAUM · 14 reps · 44 20 3405 7350 · serone.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
SCHRODER WEALTH MANAGEMENT (US) LIMITED reported RAUM up 42% ($557.0M -> $790.1M). IAPD ↗foreign
$790.1M RAUM · 3 reps · 00 44 (0)20 7658 6000 · schroders.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
T. ROWE PRICE AUSTRALIA LIMITED reported RAUM up 34% ($11.13B -> $14.90B). IAPD ↗foreign
$14.90B RAUM · 28 reps · 61 2 8667 5700 · troweprice.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
DWS INTERNATIONAL GMBH reported RAUM up 28% ($35.08B -> $44.97B). IAPD ↗foreign
$44.97B RAUM · 75 reps · 49 69 910 12371
Portfolio / reporting / TAMPCRMFinancial planning software
35
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL reported RAUM up 29% ($315.32B -> $405.22B). IAPD ↗foreign
$405.22B RAUM · 202 reps · 44-207-774-1000 · gsam.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
FIL INVESTMENT ADVISORS (UK) LTD. reported RAUM up 29% ($5.70B -> $7.35B). IAPD ↗foreign
$7.35B RAUM · 9 reps · +44 (0)1732 361144
Portfolio / reporting / TAMPCRMFinancial planning software
35
FIL INVESTMENT ADVISORS reported RAUM up 29% ($7.01B -> $9.04B). IAPD ↗foreign
$9.04B RAUM · 3 reps · 441-295-0665
Portfolio / reporting / TAMPCRMFinancial planning software
35
T. ROWE PRICE INTERNATIONAL LTD reported RAUM up 27% ($184.01B -> $234.11B). IAPD ↗foreign
$234.11B RAUM · 185 reps · 44-20-7651-8200
Portfolio / reporting / TAMPCRMFinancial planning software
35
BELLECAPITAL INTERNATIONAL reported RAUM up 28% ($1.25B -> $1.60B). IAPD ↗foreign
$1.60B RAUM · 9 reps · 41 44 268 11 70 · bellecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. reported RAUM up 26% ($6.78B -> $8.57B). IAPD ↗foreign
$8.57B RAUM · 34 reps · 416-861-0700
Portfolio / reporting / TAMPCRMFinancial planning software
35
ONCAP MANAGEMENT PARTNERS L.P. reported RAUM up 29% ($2.27B -> $2.92B). IAPD ↗foreign
$2.92B RAUM · 30 reps · 416-214-4300
Portfolio / reporting / TAMPCRMFinancial planning software
35
STAFFORD CAPITAL PARTNERS LIMITED reported RAUM up 25% ($4.37B -> $5.48B). IAPD ↗foreign
$5.48B RAUM · 42 reps · -6943
Portfolio / reporting / TAMPCRMFinancial planning software
35
FEDERATED HERMES (UK) LLP reported RAUM up 26% ($16.18B -> $20.31B). IAPD ↗foreign
$20.31B RAUM · 10 reps · 44 20 7292 8620
Portfolio / reporting / TAMPCRMFinancial planning software
35
E FUND MANAGEMENT (HONG KONG) CO., LIMITED reported RAUM up 27% ($11.02B -> $14.04B). IAPD ↗foreign
$14.04B RAUM · 19 reps · 852-3929-0988 · efunds.com.hk
Portfolio / reporting / TAMPCRMFinancial planning software
35
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED reported RAUM up 29% ($9.18B -> $11.89B). IAPD ↗foreign
$11.89B RAUM · 27 reps · 65 6597 6680 · gordian-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
VANGUARD ASSET MANAGEMENT, LIMITED reported RAUM up 27% ($318.51B -> $403.34B). IAPD ↗foreign
$403.34B RAUM · 68 reps · 44 203 7535600
Portfolio / reporting / TAMPCRMFinancial planning software
35
FOSUN ASSET MANAGEMENT LIMITED reported RAUM up 39% ($562.0M -> $783.5M). IAPD ↗foreign
$783.5M RAUM · 13 reps · 852 2509 2873 · fosunam.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
7RIDGE LIMITED reported RAUM up 36% ($678.0M -> $920.1M). IAPD ↗foreign
$920.1M RAUM · 7 reps · +44 20 8148 1378 · 7ridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
NOVACAP MANAGEMENT FINANCIAL SERVICES I INC. reported RAUM up 38% ($357.8M -> $492.2M). IAPD ↗foreign
$492.2M RAUM · 7 reps · 1-450-651-5000 · novacap.ca
Portfolio / reporting / TAMPCRMFinancial planning software
34
IMPULSORA DEL FONDO MEXICO, SC reported RAUM up 30% ($266.9M -> $347.8M). IAPD ↗foreign
$347.8M RAUM · 3 reps · 5255-91383350
Portfolio / reporting / TAMPCRMFinancial planning software
34
LOCUS INVESTMENT GROUP, LTD. reported RAUM up 35% ($333.3M -> $448.5M). IAPD ↗foreign
$448.5M RAUM · 4 reps · 230-212-9800
Portfolio / reporting / TAMPCRMFinancial planning software
33
FOURPOINTS INVESTMENT MANAGERS S.A.S reported RAUM up 28% ($381.7M -> $490.2M). IAPD ↗foreign
$490.2M RAUM · 7 reps · 011.331.8669.6065 · fourpointsim.com
Portfolio / reporting / TAMPCRMFinancial planning software
33
BG INVESTMENT SERVICES, INC. reported RAUM up 41% ($132.1M -> $186.2M). IAPD ↗foreign
$186.2M RAUM · 1 reps · 671-472-5490 · bankofguam.com
Portfolio / reporting / TAMPCRMFinancial planning software
33
CASTLE RIDGE ASSET MANAGEMENT LIMITED reported RAUM up 42% ($134.6M -> $191.2M). IAPD ↗foreign
$191.2M RAUM · 4 reps · 416-701-9737 · castleridgemgt.com
Portfolio / reporting / TAMPCRMFinancial planning software
32
BVB AND PARTNERS S.A. reported RAUM up 37% ($60.0M -> $82.1M). IAPD ↗foreign
$82.1M RAUM · 1 reps · 41 22 318 20 00 · bvbandpartners.ch
Portfolio / reporting / TAMPCRMFinancial planning software
31
MOUNT MURRAY INVESTMENT INC. reported RAUM up 34% ($34.2M -> $45.8M). IAPD ↗foreign
$45.8M RAUM · 4 reps · 514-922-1511 · mountmurrayinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
30
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. reported RAUM up 29% ($62.1M -> $80.2M). IAPD ↗foreign
$80.2M RAUM · 2 reps · 41 22 548 1431 · white-lighthouse.ch
Portfolio / reporting / TAMPCRMFinancial planning software
30
BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. reported RAUM up 26% ($104.9M -> $132.5M). IAPD ↗foreign
$132.5M RAUM · 1 reps · 416 622 0466 · burgessinvestmentmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
30
MAIMON WEALTH MANAGEMENT LTD. reported RAUM up 25% ($71.7M -> $89.7M). IAPD ↗foreign
$89.7M RAUM · 0 reps · 972 54 696 6638 · maimonwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
30
AMBERLAKE PARTNERS SAM reported RAUM up 26% ($23.0M -> $29.0M). IAPD ↗foreign
$29.0M RAUM · 2 reps · 37792001710 · amberlakepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
headcount up — 1368 Advisory representative count grew materially (>=20% or >=5 reps).
85
J.P. MORGAN SECURITIES LLC grew from 6784 to 7426 advisory reps. IAPD ↗
$249.73B RAUM · 7426 reps · 800-999-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
OPPENHEIMER & CO. INC. grew from 1073 to 1126 advisory reps. IAPD ↗
$27.45B RAUM · 1126 reps · 212-668-8000 · oppenheimer.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EDWARD JONES grew from 19677 to 21219 advisory reps. IAPD ↗
$692.25B RAUM · 21219 reps · 314-515-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
GOLDMAN SACHS & CO. LLC grew from 2260 to 2406 advisory reps. IAPD ↗
$222.74B RAUM · 2406 reps · 212-902-1000
CRMRecruiting & transitionsComplianceFinancial planning software
85
JANNEY MONTGOMERY SCOTT LLC grew from 1202 to 1239 advisory reps. IAPD ↗
$85.90B RAUM · 1239 reps · 215-665-6000
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIFTH THIRD SECURITIES, INC. grew from 686 to 722 advisory reps. IAPD ↗
$7.98B RAUM · 722 reps · 888-889-1025
CRMRecruiting & transitionsComplianceFinancial planning software
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED grew from 3012 to 3027 advisory reps. IAPD ↗
$149.25B RAUM · 3027 reps · 314-342-2000 · stifelradford.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
&PARTNERS grew from 71 to 87 advisory reps. IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
VOYA RETIREMENT ADVISORS, LLC grew from 70 to 136 advisory reps. IAPD ↗
$27.04B RAUM · 136 reps · (860) 580-2817
CRMRecruiting & transitionsComplianceFinancial planning software
85
HORNOR, TOWNSEND & KENT, LLC grew from 401 to 417 advisory reps. IAPD ↗
$6.86B RAUM · 417 reps · 215-957-7300 · htk.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRUDENTIAL FINANCIAL PLANNING SERVICES grew from 2500 to 2700 advisory reps. IAPD ↗
$16.38B RAUM · 2700 reps · 800-235-7637 · prudential.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
LPL FINANCIAL LLC grew from 25961 to 27045 advisory reps. IAPD ↗
$463.48B RAUM · 27045 reps · 704-733-3300
CRMRecruiting & transitionsComplianceFinancial planning software
85
EQUITABLE ADVISORS, LLC grew from 3678 to 3955 advisory reps. IAPD ↗
$29.78B RAUM · 3955 reps · 212-314-4600 · equitable.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CITIGROUP GLOBAL MARKETS INC. grew from 4737 to 4880 advisory reps. IAPD ↗
$40.52B RAUM · 4880 reps · 212-816-6000 · citibankonline.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED grew from 25573 to 26251 advisory reps. IAPD ↗
$1271.59B RAUM · 26251 reps · 800-637-7455 · business.bofa.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
COMMONWEALTH FINANCIAL NETWORK grew from 2900 to 3000 advisory reps. IAPD ↗
$177.03B RAUM · 3000 reps · 781-736-0700 · slideshare.net
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRIMERICA ADVISORS grew from 3420 to 3560 advisory reps. IAPD ↗
$8.46B RAUM · 3560 reps · 833-786-0550 · primerica.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CETERA ADVISORS LLC grew from 947 to 997 advisory reps. IAPD ↗
$21.99B RAUM · 997 reps · 310-257-7880 · cetera.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
WELLS FARGO ADVISORS grew from 1730 to 1978 advisory reps. IAPD ↗
$154.19B RAUM · 1978 reps · 314-875-3000 · stories.wf.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HUNTINGTON FINANCIAL ADVISORS grew from 366 to 408 advisory reps. IAPD ↗
$5.20B RAUM · 408 reps · 800.322.4600 · huntington.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
U.S. BANCORP INVESTMENTS, INC. grew from 862 to 951 advisory reps. IAPD ↗
$15.87B RAUM · 951 reps · 800-888-4700 · usbank.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
WELLS FARGO ADVISORS grew from 8496 to 8623 advisory reps. IAPD ↗
$558.46B RAUM · 8623 reps · 314-875-3000 · wellsfargoadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ADVICE AND PLANNING SERVICES grew from 949 to 1115 advisory reps. IAPD ↗
$32.68B RAUM · 1115 reps · 212-490-9000
CRMRecruiting & transitionsComplianceFinancial planning software
85
OSAIC WEALTH, INC. grew from 2075 to 4397 advisory reps. IAPD ↗
$94.56B RAUM · 4397 reps · 800-821-5100 EXT. 5389
CRMRecruiting & transitionsComplianceFinancial planning software
85
STIFEL INDEPENDENT ADVISORS, LLC grew from 112 to 127 advisory reps. IAPD ↗
$3.56B RAUM · 127 reps · 314-342-4051 · wingsfinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HANTZ FINANCIAL SERVICES, INC. grew from 251 to 277 advisory reps. IAPD ↗
$6.39B RAUM · 277 reps · 248-304-2855 · hantzgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PARK AVENUE SECURITIES LLC grew from 1805 to 1820 advisory reps. IAPD ↗
$11.88B RAUM · 1820 reps · 1-888-600-4667
CRMRecruiting & transitionsComplianceFinancial planning software
85
AVANTAX ADVISORY SERVICES grew from 2433 to 2478 advisory reps. IAPD ↗
$41.70B RAUM · 2478 reps · 972-870-6000
CRMRecruiting & transitionsComplianceFinancial planning software
85
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC grew from 904 to 946 advisory reps. IAPD ↗
$2615.93B RAUM · 946 reps · (949) 720-6000 · pimco.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MONETA GROUP INVESTMENT ADVISORS, LLC grew from 188 to 214 advisory reps. IAPD ↗
$37.48B RAUM · 214 reps · 314-726-2300
CRMRecruiting & transitionsComplianceFinancial planning software
85
SEI INVESTMENTS MANAGEMENT CORP grew from 192 to 223 advisory reps. IAPD ↗
$194.80B RAUM · 223 reps · 610-676-1000 · seic.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CREATIVE PLANNING grew from 1086 to 1210 advisory reps. IAPD ↗
$175.27B RAUM · 1210 reps · (866) 909-5148
CRMRecruiting & transitionsComplianceFinancial planning software
85
CETERA INVESTMENT ADVISERS LLC grew from 2788 to 5928 advisory reps. IAPD ↗
$104.47B RAUM · 5928 reps · 310-257-7880
CRMRecruiting & transitionsComplianceFinancial planning software
85
BNY MELLON ADVISORS, INC. grew from 8 to 43 advisory reps. IAPD ↗
$19.69B RAUM · 43 reps · 800-200-3033, OPTION 3
CRMRecruiting & transitionsComplianceFinancial planning software
85
F L PUTNAM INVESTMENT MANAGEMENT CO. grew from 37 to 60 advisory reps. IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
CRMRecruiting & transitionsComplianceFinancial planning software
85
THE AYCO COMPANY, L.P. grew from 875 to 997 advisory reps. IAPD ↗
$25.87B RAUM · 997 reps · 518-886-4000
CRMRecruiting & transitionsComplianceFinancial planning software
85
CLARFELD grew from 140 to 160 advisory reps. IAPD ↗
$9.52B RAUM · 160 reps · 914-846-0100 · citizensbank.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
UBS ASSET MANAGEMENT (AMERICAS) INC. grew from 179 to 216 advisory reps. IAPD ↗
$367.88B RAUM · 216 reps · 212-821-3000 · ubs.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. grew from 2070 to 2112 advisory reps. IAPD ↗
$2549.09B RAUM · 2112 reps · (800) 343-1113
CRMRecruiting & transitionsComplianceFinancial planning software
85
SAVANT WEALTH MANAGEMENT grew from 116 to 185 advisory reps. IAPD ↗
$24.40B RAUM · 185 reps · 815-227-0300 · savantwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
TRANSAMERICA RETIREMENT ADVISORS, LLC grew from 105 to 126 advisory reps. IAPD ↗
$12.68B RAUM · 126 reps · 866-368-0566 · transamerica.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
LNW grew from 47 to 62 advisory reps. IAPD ↗
$7.28B RAUM · 62 reps · (415) 399-9159
CRMRecruiting & transitionsComplianceFinancial planning software
85
FISHER INVESTMENTS grew from 1574 to 1613 advisory reps. IAPD ↗
$235.94B RAUM · 1613 reps · 800-851-8845
CRMRecruiting & transitionsComplianceFinancial planning software
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. grew from 753 to 801 advisory reps. IAPD ↗
$1661.29B RAUM · 801 reps · 212-902-1000 · nextcapital.lightning.force.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC grew from 610 to 689 advisory reps. IAPD ↗
$3964.39B RAUM · 689 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
85
BRIGHTON JONES LLC grew from 134 to 149 advisory reps. IAPD ↗
$12.49B RAUM · 149 reps · 206-258-5000
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRINCIPAL ASSET MANAGEMENT grew from 683 to 700 advisory reps. IAPD ↗
$377.22B RAUM · 700 reps · 800-787-1621 · edgeassetmgt.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRINCIPAL REAL ESTATE grew from 325 to 349 advisory reps. IAPD ↗
$93.91B RAUM · 349 reps · 800-787-1621 · principalcef.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BROWN ADVISORY grew from 249 to 267 advisory reps. IAPD ↗
$108.33B RAUM · 267 reps · 410-537-5400
CRMRecruiting & transitionsComplianceFinancial planning software
85
EAGLE STRATEGIES LLC grew from 1885 to 1982 advisory reps. IAPD ↗
$20.36B RAUM · 1982 reps · (888) 695-3245
CRMRecruiting & transitionsComplianceFinancial planning software
85
EP WEALTH ADVISORS grew from 176 to 195 advisory reps. IAPD ↗
$22.32B RAUM · 195 reps · 310-543-4559 · epwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ALLWORTH FINANCIAL, L.P. grew from 133 to 156 advisory reps. IAPD ↗
$19.31B RAUM · 156 reps · 916-482-2196 · advisor.allworthfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CHOREO, LLC grew from 105 to 129 advisory reps. IAPD ↗
$16.03B RAUM · 129 reps · 312-702-1680
CRMRecruiting & transitionsComplianceFinancial planning software
85
APERIO GROUP, LLC grew from 39 to 73 advisory reps. IAPD ↗
$80.21B RAUM · 73 reps · 415-339-4300 · aperiogroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
LNW grew from 40 to 65 advisory reps. IAPD ↗
$4.63B RAUM · 65 reps · 206-464-5100 · vimeo.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SPIRE WEALTH MANAGEMENT, LLC grew from 68 to 93 advisory reps. IAPD ↗
$4.78B RAUM · 93 reps · 703-657-6060 · levorchickwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAZ INVESTMENTS L.P. grew from 28 to 46 advisory reps. IAPD ↗
$6.40B RAUM · 46 reps · 713-403-8250 · cazinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
WAVERLY ADVISORS, LLC grew from 69 to 84 advisory reps. IAPD ↗
$10.06B RAUM · 84 reps · 205-871-3334 · waassett.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SEQUOIA FINANCIAL GROUP, L.L.C. grew from 116 to 143 advisory reps. IAPD ↗
$17.87B RAUM · 143 reps · 330-375-9480
CRMRecruiting & transitionsComplianceFinancial planning software
85
BEACON POINTE ADVISORS, LLC grew from 230 to 296 advisory reps. IAPD ↗
$31.28B RAUM · 296 reps · 949-718-1600
CRMRecruiting & transitionsComplianceFinancial planning software
85
NFP RETIREMENT INC. grew from 115 to 131 advisory reps. IAPD ↗
$96.45B RAUM · 131 reps · 949.460.9898 · nfp.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
REGAL INVESTMENT ADVISORS LLC grew from 90 to 117 advisory reps. IAPD ↗
$2.55B RAUM · 117 reps · 616-224-2204 · regal-lionshare.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CLIFFWATER LLC grew from 56 to 76 advisory reps. IAPD ↗
$26.71B RAUM · 76 reps · 310-448-5000 · cliffwater.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
GENERAL ATLANTIC SERVICE COMPANY, L.P. grew from 180 to 209 advisory reps. IAPD ↗
$85.09B RAUM · 209 reps · (212) 715-4000
CRMRecruiting & transitionsComplianceFinancial planning software
85
CURI RMB CAPITAL, LLC grew from 66 to 87 advisory reps. IAPD ↗
$8.48B RAUM · 87 reps · 312-993-5800
CRMRecruiting & transitionsComplianceFinancial planning software
85
MARINER WEALTH grew from 646 to 709 advisory reps. IAPD ↗
$81.11B RAUM · 709 reps · 913-904-5700
CRMRecruiting & transitionsComplianceFinancial planning software
85
NATIONWIDE INVESTMENT ADVISORS, LLC grew from 310 to 348 advisory reps. IAPD ↗
$14.33B RAUM · 348 reps · 614-435-8371
CRMRecruiting & transitionsComplianceFinancial planning software
85
MERIT FINANCIAL ADVISORS grew from 101 to 117 advisory reps. IAPD ↗
$7.25B RAUM · 117 reps · 678-867-7050 · meritfa.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
METLIFE INVESTMENT MANAGEMENT, LLC grew from 660 to 695 advisory reps. IAPD ↗
$499.52B RAUM · 695 reps · 973-355-4000 · investments.metlife.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BUCKINGHAM STRATEGIC PARTNERS, LLC grew from 43 to 312 advisory reps. IAPD ↗
$25.74B RAUM · 312 reps · 314-725-0455 · focusfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BUCKINGHAM STRATEGIC WEALTH, LLC grew from 258 to 312 advisory reps. IAPD ↗
$27.03B RAUM · 312 reps · 314-725-0455 · buckinghamstrategic.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HIGHTOWER ADVISORS, LLC grew from 777 to 792 advisory reps. IAPD ↗
$130.24B RAUM · 792 reps · 312-962-3800 · clearperspectiveadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
GALLAGHER FIDUCIARY ADVISORS, LLC grew from 122 to 160 advisory reps. IAPD ↗
$10.24B RAUM · 160 reps · 212-918-9685 · ajg.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MERCER GLOBAL ADVISORS INC. grew from 400 to 727 advisory reps. IAPD ↗
$45.35B RAUM · 727 reps · (888) 885-8101
CRMRecruiting & transitionsComplianceFinancial planning software
85
KINGSVIEW WEALTH MANAGEMENT, LLC grew from 70 to 85 advisory reps. IAPD ↗
$4.85B RAUM · 85 reps · 312-870-6701
CRMRecruiting & transitionsComplianceFinancial planning software
85
NB ALTERNATIVES ADVISERS LLC grew from 165 to 187 advisory reps. IAPD ↗
$118.04B RAUM · 187 reps · 214-647-9500
CRMRecruiting & transitionsComplianceFinancial planning software
85
CERITY PARTNERS LLC grew from 395 to 704 advisory reps. IAPD ↗
$80.57B RAUM · 704 reps · 212-850-4260 · ceritypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PATHSTONE grew from 188 to 287 advisory reps. IAPD ↗
$48.26B RAUM · 287 reps · 201-944-7284
CRMRecruiting & transitionsComplianceFinancial planning software
85
BTG PACTUAL ASSET MANAGEMENT US , LLC grew from 32 to 68 advisory reps. IAPD ↗
$27.79B RAUM · 68 reps · 212-293-4600 · timberlandinvestmentgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EMPIRICAL WEALTH MANAGEMENT grew from 34 to 59 advisory reps. IAPD ↗
$5.53B RAUM · 59 reps · 206-923-3474
CRMRecruiting & transitionsComplianceFinancial planning software
85
INVESCO MANAGED ACCOUNTS, LLC grew from 14 to 29 advisory reps. IAPD ↗
$17.54B RAUM · 29 reps · 1-866-769-2773 · snwam.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
KESTRA PRIVATE WEALTH SERVICES, LLC grew from 119 to 158 advisory reps. IAPD ↗
$7.30B RAUM · 158 reps · 844-553-7872
CRMRecruiting & transitionsComplianceFinancial planning software
85
MODERA WEALTH MANAGEMENT, LLC grew from 64 to 100 advisory reps. IAPD ↗
$12.53B RAUM · 100 reps · (201) 768-4600
CRMRecruiting & transitionsComplianceFinancial planning software
85
PROSPERITY CAPITAL ADVISORS grew from 63 to 104 advisory reps. IAPD ↗
$2.25B RAUM · 104 reps · 888-240-0064
CRMRecruiting & transitionsComplianceFinancial planning software
85
RWA WEALTH PARTNERS grew from 52 to 71 advisory reps. IAPD ↗
$15.42B RAUM · 71 reps · 617-321-2200 · advisercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
THE COLONY GROUP, LLC grew from 215 to 255 advisory reps. IAPD ↗
$21.47B RAUM · 255 reps · 617-723-8200 · bredeinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAPITAL ANALYSTS grew from 680 to 704 advisory reps. IAPD ↗
$7.10B RAUM · 704 reps · 800-242-1421 · lincolninvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
OSAIC ADVISORY SERVICES, LLC grew from 119 to 141 advisory reps. IAPD ↗
$4.94B RAUM · 141 reps · 866-580-8219 · servetwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
GLOBAL RETIREMENT PARTNERS LLC grew from 444 to 493 advisory reps. IAPD ↗
$140.72B RAUM · 493 reps · 415-526-2753 · grpfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PFG ADVISORS grew from 78 to 99 advisory reps. IAPD ↗
$2.33B RAUM · 99 reps · (800) 405-8850 · davisfm.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC grew from 170 to 206 advisory reps. IAPD ↗
$27.24B RAUM · 206 reps · 203-752-4502 · kofcassetadvisors.org
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAPTRUST grew from 607 to 718 advisory reps. IAPD ↗
$852.17B RAUM · 718 reps · 919-870-6822 · strategicadvisorgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PENSIONMARK FINANCIAL GROUP, LLC grew from 130 to 166 advisory reps. IAPD ↗
$37.76B RAUM · 166 reps · 888-201-5488
CRMRecruiting & transitionsComplianceFinancial planning software
85
LIDO grew from 107 to 147 advisory reps. IAPD ↗
$19.66B RAUM · 147 reps · 310-278-8232 · lidoadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CREATIVEONE WEALTH, LLC grew from 157 to 188 advisory reps. IAPD ↗
$3.43B RAUM · 188 reps · (888) 798-2360 · fullarcwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BANKERS LIFE ADVISORY SERVICES, INC. grew from 363 to 378 advisory reps. IAPD ↗
$1.49B RAUM · 378 reps · 844-553-9083 · bankerslife.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
STEWARD PARTNERS INVESTMENT ADVISORY, LLC grew from 207 to 327 advisory reps. IAPD ↗
$15.39B RAUM · 327 reps · 212-364-0364 · advisorhub.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MARINER INDEPENDENT grew from 131 to 184 advisory reps. IAPD ↗
$8.15B RAUM · 184 reps · 650-571-1934 · johnhalladvisor.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
INTEGRATED WEALTH CONCEPTS LLC grew from 178 to 423 advisory reps. IAPD ↗
$12.39B RAUM · 423 reps · (781) 890-3045 · reserveinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FROST INVESTMENT SERVICES grew from 73 to 94 advisory reps. IAPD ↗
$2.74B RAUM · 94 reps · 210.220.5000
CRMRecruiting & transitionsComplianceFinancial planning software
85
55IP grew from 53 to 73 advisory reps. IAPD ↗
$17.48B RAUM · 73 reps · 617-960-9559 · 55-ip.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
JORDAN PARK GROUP LLC grew from 62 to 86 advisory reps. IAPD ↗
$15.41B RAUM · 86 reps · (415) 417-3000 · jordanpark.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIDELITY PERSONAL AND WORKPLACE ADVISORS grew from 13507 to 15424 advisory reps. IAPD ↗
$818.78B RAUM · 15424 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
85
ARKADIOS WEALTH ADVISORS grew from 115 to 137 advisory reps. IAPD ↗
$2.68B RAUM · 137 reps · 404-445-0035 · arkadioscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ROCKEFELLER CAPITAL MANAGEMENT grew from 405 to 573 advisory reps. IAPD ↗
$51.82B RAUM · 573 reps · 212-549-5100
CRMRecruiting & transitionsComplianceFinancial planning software
85
APOLLON WEALTH MANAGEMENT, LLC grew from 71 to 93 advisory reps. IAPD ↗
$5.52B RAUM · 93 reps · 843-579-0018
CRMRecruiting & transitionsComplianceFinancial planning software
85
ROCKEFELLER CAPITAL MANAGEMENT grew from 122 to 161 advisory reps. IAPD ↗
$27.37B RAUM · 161 reps · 212-549-5100
CRMRecruiting & transitionsComplianceFinancial planning software
85
DAKOTA WEALTH, LLC grew from 38 to 54 advisory reps. IAPD ↗
$5.33B RAUM · 54 reps · (561) 774-8101 · persimmoncapitalmanagement.sharefile.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SIMPLICITY WEALTH grew from 132 to 159 advisory reps. IAPD ↗
$3.17B RAUM · 159 reps · 844-220-8326 · augusthvelten.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
IEQ CAPITAL, LLC grew from 81 to 100 advisory reps. IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FARTHER grew from 53 to 76 advisory reps. IAPD ↗
$2.18B RAUM · 76 reps · 628-246-8004
CRMRecruiting & transitionsComplianceFinancial planning software
85
THRIVENT ADVISOR NETWORK, LLC grew from 134 to 164 advisory reps. IAPD ↗
$6.16B RAUM · 164 reps · (612) 844-8444
CRMRecruiting & transitionsComplianceFinancial planning software
85
THE AMERIFLEX GROUP grew from 85 to 149 advisory reps. IAPD ↗
$6.52B RAUM · 149 reps · (702) 987-9730 · theameriflexgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CONNECTUS WEALTH grew from 49 to 83 advisory reps. IAPD ↗
$8.67B RAUM · 83 reps · 513-832-5463
CRMRecruiting & transitionsComplianceFinancial planning software
85
CORIENT grew from 457 to 476 advisory reps. IAPD ↗
$118.19B RAUM · 476 reps · (305) 735-2020 · corient.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FOURTHOUGHT FINANCIAL PARTNERS, LLC. grew from 6 to 21 advisory reps. IAPD ↗
$1.33B RAUM · 21 reps · 941-408-8557
CRMRecruiting & transitionsComplianceFinancial planning software
85
CITI GLOBAL ALTERNATIVES, LLC grew from 55 to 75 advisory reps. IAPD ↗
$20.61B RAUM · 75 reps · 212-559-1000 · privatebank.citibank.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MODERN WEALTH MANAGEMENT, LLC grew from 19 to 36 advisory reps. IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000
CRMRecruiting & transitionsComplianceFinancial planning software
85
MIDLAND WEALTH MANAGEMENT grew from 1 to 16 advisory reps. IAPD ↗
$2.53B RAUM · 16 reps · 312-660-6516
CRMRecruiting & transitionsComplianceFinancial planning software
84
SAGE, RUTTY & CO., INC. grew from 25 to 39 advisory reps. IAPD ↗
$2.47B RAUM · 39 reps · 585-232-3760
CRMRecruiting & transitionsComplianceFinancial planning software
84
NORTHERN TRUST INVESTMENTS, INCORPORATED grew from 194 to 208 advisory reps. IAPD ↗
$1016.56B RAUM · 208 reps · 312-630-6000 · capitalmarketassumptions.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
BOSTON PARTNERS grew from 41 to 55 advisory reps. IAPD ↗
$89.69B RAUM · 55 reps · 617-832-8200 · boston-partners.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
FOURSTAR WEALTH ADVISORS, LLC grew from 25 to 39 advisory reps. IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
INSIGNEO ADVISORY SERVICES, LLC grew from 154 to 168 advisory reps. IAPD ↗
$3.07B RAUM · 168 reps · 305.373.9000 · insigneo.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
ONEASCENT FINANCIAL SERVICES LLC grew from 25 to 39 advisory reps. IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142
CRMRecruiting & transitionsComplianceFinancial planning software
84
EVERSOURCE WEALTH ADVISORS, LLC grew from 26 to 40 advisory reps. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515
CRMRecruiting & transitionsComplianceFinancial planning software
83
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC grew from 25 to 471 advisory reps. IAPD ↗
$990.9M RAUM · 471 reps · 971-353-7800 · valenciagroupsp.stewardpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
ARVEST WEALTH MANAGEMENT grew from 214 to 227 advisory reps. IAPD ↗
$2.59B RAUM · 227 reps · 888-916-2121 · advisors.arvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
EDELMAN FINANCIAL ENGINES grew from 478 to 491 advisory reps. IAPD ↗
$270.77B RAUM · 491 reps · 408-498-6000
CRMRecruiting & transitionsComplianceFinancial planning software
83
GAMCO ASSET MANAGEMENT INC. grew from 23 to 36 advisory reps. IAPD ↗
$10.38B RAUM · 36 reps · 914-921-5000
CRMRecruiting & transitionsComplianceFinancial planning software
83
BOLTON GLOBAL ASSET MANAGEMENT grew from 102 to 115 advisory reps. IAPD ↗
$5.85B RAUM · 115 reps · 978.779.5361 · boltoncapitalgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
PARALLEL ADVISORS, LLC grew from 43 to 56 advisory reps. IAPD ↗
$7.08B RAUM · 56 reps · 866-627-6984
CRMRecruiting & transitionsComplianceFinancial planning software
83
PRIVATE ADVISOR GROUP, LLC grew from 708 to 721 advisory reps. IAPD ↗
$31.54B RAUM · 721 reps · 973-538-7010
CRMRecruiting & transitionsComplianceFinancial planning software
83
RFG ADVISORY, LLC grew from 89 to 102 advisory reps. IAPD ↗
$3.86B RAUM · 102 reps · 205-397-2450 · etainvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
FUSE PARTNERS, LLC grew from 19 to 36 advisory reps. IAPD ↗
$903.2M RAUM · 36 reps · 972-361-1001
CRMRecruiting & transitionsComplianceFinancial planning software
83
INTRUA FINANCIAL grew from 29 to 42 advisory reps. IAPD ↗
$1.66B RAUM · 42 reps · 713-355-9910
CRMRecruiting & transitionsComplianceFinancial planning software
83
PRINCIPAL ADVISED SERVICES grew from 43 to 58 advisory reps. IAPD ↗
$569.5M RAUM · 58 reps · 866-412-0770
CRMRecruiting & transitionsComplianceFinancial planning software
83
INSPIRE ADVISORS, LLC grew from 29 to 45 advisory reps. IAPD ↗
$835.3M RAUM · 45 reps · 877-859-6383 · inspireadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
FIFTH THIRD WEALTH ADVISORS LLC grew from 13 to 37 advisory reps. IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
CRMRecruiting & transitionsComplianceFinancial planning software
83
IMPACT PARTNERSHIP WEALTH, LLC grew from 33 to 50 advisory reps. IAPD ↗
$751.6M RAUM · 50 reps · 800-380-5040
CRMRecruiting & transitionsComplianceFinancial planning software
83
49 FINANCIAL grew from 47 to 74 advisory reps. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
CRMRecruiting & transitionsComplianceFinancial planning software
83
BLUESTEM WEALTH PARTNERS, LLC grew from 3 to 33 advisory reps. IAPD ↗
$811.0M RAUM · 33 reps · 612-464-0372
CRMRecruiting & transitionsComplianceFinancial planning software
82
WILSHIRE grew from 81 to 93 advisory reps. IAPD ↗
$94.87B RAUM · 93 reps · 310-451-3051
CRMRecruiting & transitionsComplianceFinancial planning software
82
NORTHERN TRUST SECURITIES, INC grew from 58 to 70 advisory reps. IAPD ↗
$1.03B RAUM · 70 reps · 312-557-2000 · northerntrust.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
HARBOUR INVESTMENTS, INC. grew from 194 to 206 advisory reps. IAPD ↗
$6.10B RAUM · 206 reps · 608-662-6100
CRMRecruiting & transitionsComplianceFinancial planning software
82
STRATEGIC ADVISERS LLC grew from 146 to 158 advisory reps. IAPD ↗
$824.74B RAUM · 158 reps · 617-563-7000 · reddit.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
CLEARSTEAD; HARTLAND & CO., LLC grew from 48 to 60 advisory reps. IAPD ↗
$15.32B RAUM · 60 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
NISA INVESTMENT ADVISORS, LLC grew from 182 to 194 advisory reps. IAPD ↗
$306.24B RAUM · 194 reps · 314-721-1900 · nisa.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
TA REALTY LLC grew from 73 to 85 advisory reps. IAPD ↗
$2.11B RAUM · 85 reps · (617) 476-2700
CRMRecruiting & transitionsComplianceFinancial planning software
82
CREATIVE FINANCIAL DESIGNS, INC. grew from 140 to 152 advisory reps. IAPD ↗
$2.08B RAUM · 152 reps · 765-453-9600 · creativefinancialdesigns.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
REDHAWK WEALTH ADVISORS, INC. grew from 35 to 47 advisory reps. IAPD ↗
$1.82B RAUM · 47 reps · 952-835-4295
CRMRecruiting & transitionsComplianceFinancial planning software
82
NORTHROCK PARTNERS, LLC grew from 27 to 39 advisory reps. IAPD ↗
$5.80B RAUM · 39 reps · (612) 367-8800 · facebook.comhttps
CRMRecruiting & transitionsComplianceFinancial planning software
82
RITHOLTZ WEALTH MANAGEMENT grew from 26 to 38 advisory reps. IAPD ↗
$4.27B RAUM · 38 reps · (212) 625-1200
CRMRecruiting & transitionsComplianceFinancial planning software
82
WEALTHCARE ADVISORY PARTNERS LLC grew from 133 to 145 advisory reps. IAPD ↗
$4.54B RAUM · 145 reps · 804.644.4711 · birdseyewealthplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
INVST, LLC grew from 28 to 40 advisory reps. IAPD ↗
$1.35B RAUM · 40 reps · 317-202-1891
CRMRecruiting & transitionsComplianceFinancial planning software
82
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY grew from 38 to 50 advisory reps. IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
CRMRecruiting & transitionsComplianceFinancial planning software
81
BOK FINANCIAL ADVISORS grew from 138 to 151 advisory reps. IAPD ↗
$737.6M RAUM · 151 reps · 877-781-6889
CRMRecruiting & transitionsComplianceFinancial planning software
81
MANULIFE INVESTMENT MANAGEMENT (US) LLC grew from 127 to 138 advisory reps. IAPD ↗
$188.78B RAUM · 138 reps · 617-375-1500
CRMRecruiting & transitionsComplianceFinancial planning software
81
PLANTE MORAN FINANCIAL ADVISORS grew from 128 to 139 advisory reps. IAPD ↗
$19.43B RAUM · 139 reps · 248-352-2500 · wealth.plantemoran.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
LEVEL FOUR ADVISORY SERVICES grew from 109 to 120 advisory reps. IAPD ↗
$4.33B RAUM · 120 reps · 972-665-0878 · lioncrownwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
AVIOR WEALTH MANAGEMENT, LLC grew from 86 to 97 advisory reps. IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
CRMRecruiting & transitionsComplianceFinancial planning software
81
HUDSON ADVISORS grew from 105 to 116 advisory reps. IAPD ↗
$36.79B RAUM · 116 reps · 214-754-8400 · hudson-advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
GOOD LIFE ADVISORS, LLC grew from 89 to 100 advisory reps. IAPD ↗
$2.90B RAUM · 100 reps · 610-898-6927 · templeton-cornerstonecolumbia.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
THE WEALTH CONSULTING GROUP grew from 149 to 160 advisory reps. IAPD ↗
$5.19B RAUM · 160 reps · 702-263-1919 · fideswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
CRESTWOOD ADVISORS grew from 35 to 46 advisory reps. IAPD ↗
$5.69B RAUM · 46 reps · 617-523-8880 · crestwoodadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
PERENNIAL FINANCIAL SERVICES grew from 21 to 32 advisory reps. IAPD ↗
$1.48B RAUM · 32 reps · 310-445-2504
CRMRecruiting & transitionsComplianceFinancial planning software
81
ATOMIC INVEST LLC grew from 8 to 19 advisory reps. IAPD ↗
$1.53B RAUM · 19 reps · 212-419-5036 · atomicvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
GATEWAY WEALTH PARTNERS, LLC grew from 38 to 51 advisory reps. IAPD ↗
$891.6M RAUM · 51 reps · (920) 731-9293 · integratedwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
SMITH MOORE & CO. grew from 40 to 50 advisory reps. IAPD ↗
$1.71B RAUM · 50 reps · 314-727-5225
CRMRecruiting & transitionsComplianceFinancial planning software
80
W&S BROKERAGE SERVICES, INC. grew from 56 to 73 advisory reps. IAPD ↗
$122.9M RAUM · 73 reps · 800-257-2135
CRMRecruiting & transitionsComplianceFinancial planning software
80
LIFEMARK SECURITIES CORP. grew from 70 to 86 advisory reps. IAPD ↗
$246.1M RAUM · 86 reps · 585-424-5672 · lifemark.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
FIRST HORIZON ADVISORS, INC grew from 170 to 180 advisory reps. IAPD ↗
$12.39B RAUM · 180 reps · 1-800-213-3702 · firsthorizon.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
MEEDER ADVISORY SERVICES, INC. grew from 26 to 36 advisory reps. IAPD ↗
$1.44B RAUM · 36 reps · 800-325-3539 · meederinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
MFS INSTITUTIONAL ADVISORS INC. grew from 322 to 332 advisory reps. IAPD ↗
$128.52B RAUM · 332 reps · 617-954-5000
CRMRecruiting & transitionsComplianceFinancial planning software
80
MORNINGSTAR INVESTMENT SERVICES LLC grew from 31 to 41 advisory reps. IAPD ↗
$11.97B RAUM · 41 reps · 312-696-6000 · mp.morningstar.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
AMERICAN PORTFOLIOS ADVISORS, INC grew from 590 to 600 advisory reps. IAPD ↗
$13.08B RAUM · 600 reps · 631-439-4600 X156
CRMRecruiting & transitionsComplianceFinancial planning software
80
SCS CAPITAL MANAGEMENT LLC grew from 35 to 45 advisory reps. IAPD ↗
$30.19B RAUM · 45 reps · 617-204-6400
CRMRecruiting & transitionsComplianceFinancial planning software
80
BROOKSTONE WEALTH ADVISORS, LLC grew from 198 to 225 advisory reps. IAPD ↗
$0 RAUM · 225 reps · 6306531400 · retirementwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
PURE FINANCIAL ADVISORS, LLC grew from 46 to 56 advisory reps. IAPD ↗
$6.29B RAUM · 56 reps · 877-222-6044 · purefinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
VECTORGLOBAL IAG, INC. grew from 15 to 25 advisory reps. IAPD ↗
$1.38B RAUM · 25 reps · 305-350-3350 · vectorglobaliag.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
GRADIENT ADVISORS, LLC grew from 137 to 152 advisory reps. IAPD ↗
$207.1M RAUM · 152 reps · 877-885-0508 · thefinancialhq.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
ASHTON THOMAS PRIVATE WEALTH grew from 37 to 47 advisory reps. IAPD ↗
$2.89B RAUM · 47 reps · 602-732-4745
CRMRecruiting & transitionsComplianceFinancial planning software
80
SCHWAB WEALTH ADVISORY, INC. grew from 801 to 898 advisory reps. IAPD ↗
$0 RAUM · 898 reps · 415-667-7000
CRMRecruiting & transitionsComplianceFinancial planning software
80
FI3 FINANCIAL ADVISORS, LLC grew from 6 to 18 advisory reps. IAPD ↗
$791.7M RAUM · 18 reps · 317-426-8800 · twitter@fi3advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
APELLA WEALTH grew from 30 to 40 advisory reps. IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
CRMRecruiting & transitionsComplianceFinancial planning software
80
CYNOSURE GROUP, LLC grew from 25 to 35 advisory reps. IAPD ↗
$4.86B RAUM · 35 reps · 801-521-3100 · cynosuregroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
PRIME CAPITAL INVESTMENT ADVISORS, LLC grew from 188 to 198 advisory reps. IAPD ↗
$24.36B RAUM · 198 reps · (800) 493-6226 · libertywealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
FLORIDA FINANCIAL ADVISORS, LLC grew from 170 to 294 advisory reps. IAPD ↗
$199.0M RAUM · 294 reps · (813) 333-1683
CRMRecruiting & transitionsComplianceFinancial planning software
80
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC grew from 74 to 84 advisory reps. IAPD ↗
$3.93B RAUM · 84 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
80
NOMAD grew from 5 to 22 advisory reps. IAPD ↗
$215.0M RAUM · 22 reps · 1-888-998-2261 · nomadglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
ADVISOR SHARE WEALTH MANAGEMENT grew from 2 to 22 advisory reps. IAPD ↗
$48.0M RAUM · 22 reps · 866-232-3251 · aswealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
SILVER OAK SECURITIES, INC. grew from 96 to 105 advisory reps. IAPD ↗
$1.46B RAUM · 105 reps · 731-668-3825
CRMRecruiting & transitionsComplianceFinancial planning software
79
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC grew from 35 to 44 advisory reps. IAPD ↗
$41.19B RAUM · 44 reps · 310-556-2721
CRMRecruiting & transitionsComplianceFinancial planning software
79
1834 INVESTMENT ADVISORS CO. grew from 8 to 17 advisory reps. IAPD ↗
$1.12B RAUM · 17 reps · (414) 615-1012 · 1834investmentadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
AVANTAX PLANNING PARTNERS, INC. grew from 239 to 248 advisory reps. IAPD ↗
$6.38B RAUM · 248 reps · 563-582-2855 · avantax.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
FIRST TRUST ADVISORS LP grew from 86 to 95 advisory reps. IAPD ↗
$210.88B RAUM · 95 reps · 630-765-8000
CRMRecruiting & transitionsComplianceFinancial planning software
79
MISSIONSQUARE RETIREMENT grew from 213 to 224 advisory reps. IAPD ↗
$668.2M RAUM · 224 reps · 202-962-4600 · investments.missionsq.org
CRMRecruiting & transitionsComplianceFinancial planning software
79
T. ROWE PRICE ADVISORY SERVICES, INC. grew from 33 to 42 advisory reps. IAPD ↗
$2.56B RAUM · 42 reps · 800-225-5132 · troweprice.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
HAMILTON CAPITAL grew from 46 to 55 advisory reps. IAPD ↗
$4.22B RAUM · 55 reps · 614-273-1000
CRMRecruiting & transitionsComplianceFinancial planning software
79
LASALLE ST. INVESTMENT ADVISORS, L.L.C. grew from 125 to 134 advisory reps. IAPD ↗
$3.48B RAUM · 134 reps · 630-600-0500
CRMRecruiting & transitionsComplianceFinancial planning software
79
CAVANAL HILL INVESTMENT MANAGEMENT, INC. grew from 29 to 38 advisory reps. IAPD ↗
$11.57B RAUM · 38 reps · 800-958-2942 · cavanalhill.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
JOHNSON INVESTMENT COUNSEL, INC. grew from 70 to 79 advisory reps. IAPD ↗
$18.61B RAUM · 79 reps · 513-661-3100 · johnsonmutualfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
PERIGON WEALTH MANAGEMENT, LLC grew from 64 to 73 advisory reps. IAPD ↗
$6.94B RAUM · 73 reps · (877) 977-2555
CRMRecruiting & transitionsComplianceFinancial planning software
79
DAI WEALTH, LLC grew from 14 to 28 advisory reps. IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
FREESTONE CAPITAL MANAGEMENT, LLC grew from 34 to 43 advisory reps. IAPD ↗
$9.53B RAUM · 43 reps · 206-707-7300
CRMRecruiting & transitionsComplianceFinancial planning software
79
SOLTIS INVESTMENT ADVISORS, LLC grew from 36 to 45 advisory reps. IAPD ↗
$6.82B RAUM · 45 reps · 435-674-1600 · soltisadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
RAINE CAPITAL LLC grew from 102 to 111 advisory reps. IAPD ↗
$3.45B RAUM · 111 reps · 212-603-5500 · raine.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
ROBERTSON STEPHENS grew from 42 to 51 advisory reps. IAPD ↗
$4.93B RAUM · 51 reps · 415-500-6810 · rscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
FORTIS CAPITAL ADVISORS, LLC grew from 13 to 24 advisory reps. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
VICTORY FINANCIAL grew from 1 to 12 advisory reps. IAPD ↗
$288.8M RAUM · 12 reps · (512) 763-7671 · victoryfinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
MUZINICH & CO., INC. grew from 58 to 66 advisory reps. IAPD ↗
$28.11B RAUM · 66 reps · 212-888-3413 · muzinich.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
POLEN CAPITAL MANAGEMENT, LLC grew from 19 to 27 advisory reps. IAPD ↗
$43.24B RAUM · 27 reps · 1-561-241-2425
CRMRecruiting & transitionsComplianceFinancial planning software
78
MWA FINANCIAL SERVICES, INC. grew from 102 to 115 advisory reps. IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
CRMRecruiting & transitionsComplianceFinancial planning software
78
MORGAN STANLEY AIP GP LP grew from 142 to 150 advisory reps. IAPD ↗
$34.22B RAUM · 150 reps · 610-260-7600 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
GREAT VALLEY ADVISOR GROUP, INC. grew from 146 to 154 advisory reps. IAPD ↗
$7.34B RAUM · 154 reps · 302-483-7200 · dsb-rockisland.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
MERCER INVESTMENTS LLC grew from 603 to 611 advisory reps. IAPD ↗
$129.79B RAUM · 611 reps · 617-747-9500
CRMRecruiting & transitionsComplianceFinancial planning software
78
CONCORDE ASSET MANAGEMENT, LLC grew from 57 to 67 advisory reps. IAPD ↗
$395.1M RAUM · 67 reps · 248-824-6710 · concordeis.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
FFT WEALTH MANAGEMENT grew from 14 to 22 advisory reps. IAPD ↗
$3.13B RAUM · 22 reps · 610-545-6100 · fftwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
OBRA CAPITAL MANAGEMENT, LLC. grew from 46 to 54 advisory reps. IAPD ↗
$2.68B RAUM · 54 reps · 512-961-8265
CRMRecruiting & transitionsComplianceFinancial planning software
78
STEELPEAK WEALTH, LLC grew from 20 to 28 advisory reps. IAPD ↗
$2.54B RAUM · 28 reps · (818) 835-8720 · steelpeak.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
KOVITZ INVESTMENT GROUP PARTNERS, LLC grew from 44 to 52 advisory reps. IAPD ↗
$11.29B RAUM · 52 reps · 312-334-7300
CRMRecruiting & transitionsComplianceFinancial planning software
78
QUEST PARTNERS LLC grew from 17 to 25 advisory reps. IAPD ↗
$2.03B RAUM · 25 reps · (212) 838-7222
CRMRecruiting & transitionsComplianceFinancial planning software
78
LGL PARTNERS, LLC grew from 14 to 22 advisory reps. IAPD ↗
$1.20B RAUM · 22 reps · 610-545-6100
CRMRecruiting & transitionsComplianceFinancial planning software
78
MARINER INDEPENDENT grew from 75 to 83 advisory reps. IAPD ↗
$4.35B RAUM · 83 reps · 650-571-1934
CRMRecruiting & transitionsComplianceFinancial planning software
78
CASSADAY & COMPANY, INC. grew from 19 to 27 advisory reps. IAPD ↗
$4.98B RAUM · 27 reps · 703-506-8200
CRMRecruiting & transitionsComplianceFinancial planning software
78
SAPIENT CAPITAL LLC grew from 11 to 19 advisory reps. IAPD ↗
$9.28B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
HALBERT HARGROVE grew from 29 to 36 advisory reps. IAPD ↗
$3.16B RAUM · 36 reps · 562-435-5657
CRMRecruiting & transitionsComplianceFinancial planning software
77
NEW ENGLAND ASSET MANAGEMENT, INC. grew from 42 to 49 advisory reps. IAPD ↗
$95.24B RAUM · 49 reps · 860-676-8722
CRMRecruiting & transitionsComplianceFinancial planning software
77
ASSET PRESERVATION ADVISORS, LLC grew from 13 to 20 advisory reps. IAPD ↗
$6.93B RAUM · 20 reps · 404-261-1333
CRMRecruiting & transitionsComplianceFinancial planning software
77
MAIRS & POWER grew from 19 to 26 advisory reps. IAPD ↗
$10.96B RAUM · 26 reps · 651-222-8478 · mairsandpower.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
BOUCHEY FINANCIAL GROUP LTD grew from 12 to 19 advisory reps. IAPD ↗
$1.16B RAUM · 19 reps · 518-720-3333 · boucheyfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
PARTNERS CAPITAL INVESTMENT GROUP, LLP grew from 76 to 83 advisory reps. IAPD ↗
$35.33B RAUM · 83 reps · 617-292-2570
CRMRecruiting & transitionsComplianceFinancial planning software
77
CARY STREET PARTNERS grew from 64 to 71 advisory reps. IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
CRMRecruiting & transitionsComplianceFinancial planning software
77
CSENGE ADVISORY GROUP, LLC grew from 69 to 76 advisory reps. IAPD ↗
$2.75B RAUM · 76 reps · 727-437-6000 · fidelisfinancialstrategies.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
HOYLECOHEN, LLC grew from 21 to 28 advisory reps. IAPD ↗
$3.43B RAUM · 28 reps · 858-576-7300 · focusfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
TOTAL CLARITY WEALTH MANAGEMENT, INC grew from 14 to 23 advisory reps. IAPD ↗
$458.0M RAUM · 23 reps · 630-762-9352
CRMRecruiting & transitionsComplianceFinancial planning software
77
CALAMOS WEALTH MANAGEMENT LLC grew from 26 to 33 advisory reps. IAPD ↗
$3.33B RAUM · 33 reps · 630.245.7200
CRMRecruiting & transitionsComplianceFinancial planning software
77
SCHRODERS CAPITAL MANAGEMENT (US) INC. grew from 60 to 67 advisory reps. IAPD ↗
$22.44B RAUM · 67 reps · 1-212-488-5330 · schroderscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
ARTISAN PARTNERS LIMITED PARTNERSHIP grew from 114 to 121 advisory reps. IAPD ↗
$151.33B RAUM · 121 reps · 414-390-6100 · artisanpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
IFG ADVISORY, LLC grew from 68 to 75 advisory reps. IAPD ↗
$3.25B RAUM · 75 reps · 770-353-6331
CRMRecruiting & transitionsComplianceFinancial planning software
77
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS grew from 43 to 50 advisory reps. IAPD ↗
$1.31B RAUM · 50 reps · 602-604-0600 · billsydor.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
SANCTUARY ADVISORS, LLC grew from 302 to 309 advisory reps. IAPD ↗
$22.02B RAUM · 309 reps · 317-975-7729
CRMRecruiting & transitionsComplianceFinancial planning software
77
STRATOS WEALTH ADVISORS LLC grew from 60 to 67 advisory reps. IAPD ↗
$4.21B RAUM · 67 reps · (440) 519-2500 · retirewithga.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
INTEROCEAN CAPITAL grew from 23 to 30 advisory reps. IAPD ↗
$5.81B RAUM · 30 reps · 312-648-1720 · focusfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
CERCANO MANAGEMENT LLC grew from 26 to 33 advisory reps. IAPD ↗
$10.48B RAUM · 33 reps · 425-371-7500 · cercanolp.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
EVERGREEN MONEY ADVISORS grew from 0 to 12 advisory reps. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
CAPITAL ADVISORS, INC. grew from 32 to 38 advisory reps. IAPD ↗
$5.50B RAUM · 38 reps · (918) 599-0045 · capadvfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
DONALDSON CAPITAL MANAGEMENT LLC grew from 30 to 36 advisory reps. IAPD ↗
$2.68B RAUM · 36 reps · 812-421-3211 · risingdividendinvesting.blogspot.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
PRIME BUCHHOLZ LLC grew from 66 to 72 advisory reps. IAPD ↗
$10.41B RAUM · 72 reps · 603-433-1143
CRMRecruiting & transitionsComplianceFinancial planning software
76
MIO PARTNERS, INC. grew from 51 to 57 advisory reps. IAPD ↗
$47.80B RAUM · 57 reps · 212-203-4000 · miopartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
INDEX FUND ADVISORS, INC. grew from 26 to 32 advisory reps. IAPD ↗
$4.95B RAUM · 32 reps · 949-502-0050
CRMRecruiting & transitionsComplianceFinancial planning software
76
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. grew from 4 to 10 advisory reps. IAPD ↗
$1.08B RAUM · 10 reps · 920-336-0863 · thefinplangroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
FINANCIAL & TAX ARCHITECTS, LLC grew from 17 to 25 advisory reps. IAPD ↗
$378.9M RAUM · 25 reps · 314-858-1122 · fta-ria.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
JOHNSON WEALTH INC. grew from 57 to 63 advisory reps. IAPD ↗
$8.44B RAUM · 63 reps · 414-291-4500 · johnsonfinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
APRIO WEALTH MANAGEMENT, LLC grew from 17 to 23 advisory reps. IAPD ↗
$1.84B RAUM · 23 reps · 404-892-9651 · wealth.aprio.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
SUMMITRY, LLC grew from 13 to 19 advisory reps. IAPD ↗
$2.45B RAUM · 19 reps · 650-212-2240 · summitry.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
WALDRON PRIVATE WEALTH grew from 34 to 40 advisory reps. IAPD ↗
$4.07B RAUM · 40 reps · 412-221-1005
CRMRecruiting & transitionsComplianceFinancial planning software
76
WESTWOOD WEALTH MANAGEMENT grew from 17 to 25 advisory reps. IAPD ↗
$433.3M RAUM · 25 reps · 2147566900
CRMRecruiting & transitionsComplianceFinancial planning software
76
MYCIO WEALTH PARTNERS, LLC grew from 38 to 44 advisory reps. IAPD ↗
$12.97B RAUM · 44 reps · 267-295-2280 · myciowp.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
BIP WEALTH, LLC grew from 21 to 27 advisory reps. IAPD ↗
$2.83B RAUM · 27 reps · 404-495-5230
CRMRecruiting & transitionsComplianceFinancial planning software
76
CHICAGO PARTNERS INVESTMENT GROUP LLC grew from 27 to 33 advisory reps. IAPD ↗
$4.59B RAUM · 33 reps · 312 284 6363 · chicagopartnersllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
NORTH PIER FIDUCIARY MANAGEMENT, LLC grew from 4 to 10 advisory reps. IAPD ↗
$1.03B RAUM · 10 reps · 800-403-7065 · npier.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
GEOWEALTH MANAGEMENT LLC grew from 14 to 20 advisory reps. IAPD ↗
$12.33B RAUM · 20 reps · (312) 219-9160
CRMRecruiting & transitionsComplianceFinancial planning software
76
EURO PACIFIC ASSET MANAGEMENT, LLC grew from 4 to 10 advisory reps. IAPD ↗
$1.23B RAUM · 10 reps · 1-866-878-2881
CRMRecruiting & transitionsComplianceFinancial planning software
76
NORTHWEST FINANCIAL ADVISORS LLC grew from 27 to 33 advisory reps. IAPD ↗
$1.65B RAUM · 33 reps · 703-810-1072 · nwfllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
INTEGRATED ADVISORS NETWORK LLC grew from 76 to 82 advisory reps. IAPD ↗
$4.21B RAUM · 82 reps · 855-729-4222 · vineyardasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
PINE VALLEY INVESTMENTS grew from 24 to 30 advisory reps. IAPD ↗
$1.74B RAUM · 30 reps · 856-334-8260
CRMRecruiting & transitionsComplianceFinancial planning software
76
TUCKER ASSET MANAGEMENT LLC grew from 70 to 78 advisory reps. IAPD ↗
$476.5M RAUM · 78 reps · 303-734-1234 · tuckeram.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
MANHATTAN WEST ASSET MANAGEMENT, LLC grew from 27 to 33 advisory reps. IAPD ↗
$1.04B RAUM · 33 reps · 310-341-4585
CRMRecruiting & transitionsComplianceFinancial planning software
76
LIFEWORKS ADVISORS, LLC grew from 16 to 24 advisory reps. IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
CRMRecruiting & transitionsComplianceFinancial planning software
76
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC grew from 21 to 32 advisory reps. IAPD ↗
$183.2M RAUM · 32 reps · 1-407-362-7753
CRMRecruiting & transitionsComplianceFinancial planning software
76
PRINCIPLE WEALTH grew from 15 to 21 advisory reps. IAPD ↗
$2.22B RAUM · 21 reps · 203-318-8892
CRMRecruiting & transitionsComplianceFinancial planning software
76
MAIA WEALTH grew from 22 to 30 advisory reps. IAPD ↗
$392.5M RAUM · 30 reps · (720) 644-8803
CRMRecruiting & transitionsComplianceFinancial planning software
76
SUMMIT FINANCIAL, LLC grew from 67 to 73 advisory reps. IAPD ↗
$8.02B RAUM · 73 reps · 973-285-3600 · summitfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
EVOKE ADVISORS grew from 19 to 25 advisory reps. IAPD ↗
$13.36B RAUM · 25 reps · 424-372-1775 · evokewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
MAIN STREET FINANCIAL SOLUTIONS, LLC grew from 29 to 35 advisory reps. IAPD ↗
$1.77B RAUM · 35 reps · 215-259-5021
CRMRecruiting & transitionsComplianceFinancial planning software
76
WELLINGTON WEALTH STRATEGIES, LLC grew from 7 to 15 advisory reps. IAPD ↗
$279.6M RAUM · 15 reps · 317-789-8800 · twealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
MORAN WEALTH MANAGEMENT, LLC grew from 20 to 26 advisory reps. IAPD ↗
$4.27B RAUM · 26 reps · 239-920-4440
CRMRecruiting & transitionsComplianceFinancial planning software
76
SOLLINDA CAPITAL MANAGEMENT LLC grew from 1 to 9 advisory reps. IAPD ↗
$916.8M RAUM · 9 reps · 828-455-4264 · sollinda.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
TFS ADVISORY SERVICES grew from 110 to 115 advisory reps. IAPD ↗
$1.32B RAUM · 115 reps · 732-758-9300 · buyholdplus.com, http
CRMRecruiting & transitionsComplianceFinancial planning software
75
GIRARD ADVISORY SERVICES, LLC grew from 37 to 42 advisory reps. IAPD ↗
$2.33B RAUM · 42 reps · 610-337-7640 · meetgirard.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
LOOMIS, SAYLES & COMPANY, L.P. grew from 717 to 722 advisory reps. IAPD ↗
$301.38B RAUM · 722 reps · 617-482-2450
CRMRecruiting & transitionsComplianceFinancial planning software
75
WEALTHSPIRE ADVISORS grew from 135 to 140 advisory reps. IAPD ↗
$18.87B RAUM · 140 reps · (212) 973-1200
CRMRecruiting & transitionsComplianceFinancial planning software
75
FOSTER GROUP, INC. grew from 42 to 47 advisory reps. IAPD ↗
$3.24B RAUM · 47 reps · 515-226-9000
CRMRecruiting & transitionsComplianceFinancial planning software
75
ARIEL INVESTMENTS, LLC grew from 24 to 29 advisory reps. IAPD ↗
$13.39B RAUM · 29 reps · 312-726-0140
CRMRecruiting & transitionsComplianceFinancial planning software
75
TERRIL & COMPANY grew from 5 to 12 advisory reps. IAPD ↗
$760.9M RAUM · 12 reps · 314-965-0344 · terrilandcompany.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
CHEVY CHASE TRUST COMPANY grew from 35 to 40 advisory reps. IAPD ↗
$36.01B RAUM · 40 reps · 240-497-5000
CRMRecruiting & transitionsComplianceFinancial planning software
75
ROBERTSON INVESTMENT MANAGEMENT grew from 9 to 16 advisory reps. IAPD ↗
$434.4M RAUM · 16 reps · 713-622-4077 · robertsonwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SPRING MOUNTAIN CAPITAL, LP grew from 18 to 23 advisory reps. IAPD ↗
$1.65B RAUM · 23 reps · 212-292-8300 · springmountaincapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
RETIREMENT PLAN ADVISORS, LLC grew from 37 to 42 advisory reps. IAPD ↗
$1.47B RAUM · 42 reps · 312-701-1100 · retirementplanadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
CERTUITY, LLC grew from 11 to 16 advisory reps. IAPD ↗
$3.96B RAUM · 16 reps · 561-693-3255 · certuity.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
CHATTERTON & ASSOCIATES grew from 4 to 9 advisory reps. IAPD ↗
$1.05B RAUM · 9 reps · 714-572-2050 · chattertoninc.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
1919 INVESTMENT COUNSEL, LLC grew from 58 to 63 advisory reps. IAPD ↗
$21.26B RAUM · 63 reps · 410-454-2171 · 1919ic.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
CANNON FINANCIAL STRATEGISTS, INC. grew from 21 to 26 advisory reps. IAPD ↗
$1.35B RAUM · 26 reps · 706-548-3422 · cannonfinancialstrategists.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
STAMOS CAPITAL PARTNERS, L.P. grew from 9 to 14 advisory reps. IAPD ↗
$6.11B RAUM · 14 reps · 650-233-5000
CRMRecruiting & transitionsComplianceFinancial planning software
75
PGIM PORTFOLIO ADVISORY grew from 10 to 26 advisory reps. IAPD ↗institutional
$13.39B RAUM · 26 reps · 973-802-3137 · pgim.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
MILL CREEK CAPITAL ADVISORS, LLC grew from 25 to 30 advisory reps. IAPD ↗
$8.20B RAUM · 30 reps · 610-941-7700
CRMRecruiting & transitionsComplianceFinancial planning software
75
GM ADVISORY GROUP, LLC grew from 9 to 14 advisory reps. IAPD ↗
$3.05B RAUM · 14 reps · 631-227-3900 · gmadvisorygroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
WHITE OAK GLOBAL ADVISORS, LLC grew from 44 to 49 advisory reps. IAPD ↗
$6.21B RAUM · 49 reps · 415-644-4100 · whiteoaksf.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
CREATIVEONE SECURITIES, LLC grew from 118 to 123 advisory reps. IAPD ↗
$1.72B RAUM · 123 reps · 913-814-6097
CRMRecruiting & transitionsComplianceFinancial planning software
75
LIBREMAX CAPITAL, LLC grew from 33 to 38 advisory reps. IAPD ↗
$11.38B RAUM · 38 reps · (212) 612-1550
CRMRecruiting & transitionsComplianceFinancial planning software
75
ZEGA FINANCIAL, LLC grew from 9 to 14 advisory reps. IAPD ↗
$2.61B RAUM · 14 reps · 800-380-9342
CRMRecruiting & transitionsComplianceFinancial planning software
75
ARES CAPITAL MANAGEMENT II LLC grew from 433 to 519 advisory reps. IAPD ↗institutional
$5.26B RAUM · 519 reps · 310-201-4100
CRMRecruiting & transitionsComplianceFinancial planning software
75
CWA ASSET MANAGEMENT GROUP grew from 23 to 28 advisory reps. IAPD ↗
$2.53B RAUM · 28 reps · 239-434-7434
CRMRecruiting & transitionsComplianceFinancial planning software
75
TPG GLOBAL ADVISORS, LLC grew from 477 to 531 advisory reps. IAPD ↗institutional
$141.77B RAUM · 531 reps · 817-871-4000
CRMRecruiting & transitionsComplianceFinancial planning software
75
EQT PARTNERS INC. grew from 63 to 93 advisory reps. IAPD ↗institutional
$26.05B RAUM · 93 reps · 917 281 0850
CRMRecruiting & transitionsComplianceFinancial planning software
75
BREVAN HOWARD US INVESTMENT MANAGEMENT LP grew from 71 to 128 advisory reps. IAPD ↗institutional
$17.81B RAUM · 128 reps · 212-602-7800 · brevanhoward.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
MOSAIC ADVISORS grew from 7 to 14 advisory reps. IAPD ↗
$325.6M RAUM · 14 reps · 713-980-4100
CRMRecruiting & transitionsComplianceFinancial planning software
75
FIRST ADVISORS NATIONAL, LLC grew from 62 to 69 advisory reps. IAPD ↗
$448.3M RAUM · 69 reps · 1-855-326-7427 · fanria.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
OLIVE STREET INVESTMENT ADVISERS, LLC grew from 173 to 246 advisory reps. IAPD ↗institutional
$178.21B RAUM · 246 reps · 314-515-2000
CRMRecruiting & transitionsComplianceFinancial planning software
75
LION STREET ADVISORS, LLC grew from 136 to 141 advisory reps. IAPD ↗
$2.34B RAUM · 141 reps · 512-776-8400 · hfllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
ORGEL WEALTH MANAGEMENT, LLC grew from 26 to 31 advisory reps. IAPD ↗
$7.10B RAUM · 31 reps · 715-835-6525
CRMRecruiting & transitionsComplianceFinancial planning software
75
KEYSTONE FINANCIAL GROUP, LLC grew from 28 to 33 advisory reps. IAPD ↗
$1.51B RAUM · 33 reps · 859-317-8316
CRMRecruiting & transitionsComplianceFinancial planning software
75
XP ADVISORY US, INC. grew from 21 to 26 advisory reps. IAPD ↗
$1.53B RAUM · 26 reps · 786-725-5983
CRMRecruiting & transitionsComplianceFinancial planning software
75
FOUNDATIONS INVESTMENT ADVISORS LLC grew from 182 to 187 advisory reps. IAPD ↗
$5.44B RAUM · 187 reps · 480-626-2979
CRMRecruiting & transitionsComplianceFinancial planning software
75
BCSF ADVISORS, LP grew from 201 to 227 advisory reps. IAPD ↗institutional
$3.06B RAUM · 227 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
75
GYL FINANCIAL SYNERGIES, LLC grew from 37 to 42 advisory reps. IAPD ↗
$6.07B RAUM · 42 reps · 844-248-9998 · focusfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
THE FIDUCIARY ALLIANCE grew from 23 to 28 advisory reps. IAPD ↗
$1.23B RAUM · 28 reps · 864-385-7999
CRMRecruiting & transitionsComplianceFinancial planning software
75
GRYPHON FINANCIAL PARTNERS grew from 7 to 12 advisory reps. IAPD ↗
$1.76B RAUM · 12 reps · 614-929-2880 · gryphonfp.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PROCYON ADVISORS, LLC grew from 29 to 34 advisory reps. IAPD ↗
$6.28B RAUM · 34 reps · (475) 232-2704
CRMRecruiting & transitionsComplianceFinancial planning software
75
INNOVIA WEALTH, LLC grew from 13 to 18 advisory reps. IAPD ↗
$2.04B RAUM · 18 reps · 616-719-5007
CRMRecruiting & transitionsComplianceFinancial planning software
75
CORNERSTONE WEALTH grew from 45 to 50 advisory reps. IAPD ↗
$1.29B RAUM · 50 reps · 704-987-3410
CRMRecruiting & transitionsComplianceFinancial planning software
75
OAKTREE FUND ADVISORS, LLC grew from 198 to 262 advisory reps. IAPD ↗institutional
$9.51B RAUM · 262 reps · 213-830-6300 · osc.brookfieldoaktree.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS grew from 54 to 59 advisory reps. IAPD ↗
$3.38B RAUM · 59 reps · 214-210-3092 · texascapitalbank.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PMA ASSET MANAGEMENT, LLC grew from 59 to 64 advisory reps. IAPD ↗
$26.99B RAUM · 64 reps · 630-657-6400
CRMRecruiting & transitionsComplianceFinancial planning software
75
PARCION PRIVATE WEALTH LLC grew from 13 to 18 advisory reps. IAPD ↗
$2.19B RAUM · 18 reps · 425-278-9555 · parcionpw.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
LEGACY KNIGHT MFO, LLC grew from 8 to 13 advisory reps. IAPD ↗
$1.23B RAUM · 13 reps · 945-536-5580 · legacyknight.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
NEW REPUBLIC PARTNERS grew from 12 to 17 advisory reps. IAPD ↗
$2.29B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
NAVITER WEALTH, LLC grew from 5 to 10 advisory reps. IAPD ↗
$1.28B RAUM · 10 reps · (501) 333-9800 · naviterwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC grew from 959 to 998 advisory reps. IAPD ↗institutional
$34.50B RAUM · 998 reps · 2124177000 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
GROVE POINT ADVISORS, LLC grew from 317 to 322 advisory reps. IAPD ↗
$2.36B RAUM · 322 reps · 301-944-5900
CRMRecruiting & transitionsComplianceFinancial planning software
75
AS INVESTMENT MANAGEMENT grew from 5 to 10 advisory reps. IAPD ↗
$2.84B RAUM · 10 reps · 917-277-3516
CRMRecruiting & transitionsComplianceFinancial planning software
75
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC grew from 81 to 103 advisory reps. IAPD ↗institutional
$1.02B RAUM · 103 reps · (203) 542-4200 · silverpointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
ARTA FINANCE grew from 8 to 18 advisory reps. IAPD ↗
$134.9M RAUM · 18 reps · 650-318-3898
CRMRecruiting & transitionsComplianceFinancial planning software
75
OHA PRIVATE CREDIT ADVISORS LLC grew from 108 to 123 advisory reps. IAPD ↗institutional
$1.46B RAUM · 123 reps · 212-852-1500 · oakhilladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
ETHOS FINANCIAL GROUP, LLC grew from 13 to 20 advisory reps. IAPD ↗
$913.9M RAUM · 20 reps · 484-889-7270 · ethosfg.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
HPS ADVISORS, LLC grew from 192 to 283 advisory reps. IAPD ↗institutional
$9.72B RAUM · 283 reps · 212-287-6767
CRMRecruiting & transitionsComplianceFinancial planning software
75
CATALYTIC WEALTH MANAGEMENT grew from 10 to 15 advisory reps. IAPD ↗
$1.71B RAUM · 15 reps · 617-234-7000
CRMRecruiting & transitionsComplianceFinancial planning software
74
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. grew from 5 to 9 advisory reps. IAPD ↗
$3.76B RAUM · 9 reps · 858-964-0500
CRMRecruiting & transitionsComplianceFinancial planning software
74
ALBION FINANCIAL GROUP grew from 7 to 11 advisory reps. IAPD ↗
$1.60B RAUM · 11 reps · 801-487-3700 · albionfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
CHOATE INVESTMENT ADVISORS grew from 13 to 17 advisory reps. IAPD ↗
$7.50B RAUM · 17 reps · 617-973-4900 · choateia.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
ADVENT CAPITAL MANAGEMENT, LLC grew from 19 to 23 advisory reps. IAPD ↗
$8.65B RAUM · 23 reps · 212-482-1600
CRMRecruiting & transitionsComplianceFinancial planning software
74
CENTRAL PARK ADVISERS, LLC grew from 9 to 13 advisory reps. IAPD ↗
$4.41B RAUM · 13 reps · 212-317-9200 · centralparkgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
VERIS WEALTH PARTNERS, LLC grew from 10 to 14 advisory reps. IAPD ↗
$2.02B RAUM · 14 reps · (415) 814-0580
CRMRecruiting & transitionsComplianceFinancial planning software
74
PNMAC CAPITAL MANAGEMENT, LLC grew from 52 to 66 advisory reps. IAPD ↗institutional
$13.11B RAUM · 66 reps · (818) 746-2289
CRMRecruiting & transitionsComplianceFinancial planning software
74
BIENVILLE CAPITAL MANAGEMENT, LLC grew from 12 to 16 advisory reps. IAPD ↗
$3.30B RAUM · 16 reps · (212) 226-7348 · bienvillecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
AVEO CAPITAL PARTNERS, LLC grew from 18 to 22 advisory reps. IAPD ↗
$1.51B RAUM · 22 reps · (303) 552-0945
CRMRecruiting & transitionsComplianceFinancial planning software
74
BCI SECURITIES, INC. grew from 21 to 27 advisory reps. IAPD ↗
$321.0M RAUM · 27 reps · 305-929-5500 · bcisecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
PANDOWEALTH. LLC grew from 8 to 14 advisory reps. IAPD ↗
$299.3M RAUM · 14 reps · 678-712-6656 · pandowealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
BOGART WEALTH, LLC grew from 16 to 20 advisory reps. IAPD ↗
$2.62B RAUM · 20 reps · (703) 570-8651
CRMRecruiting & transitionsComplianceFinancial planning software
74
LIFEPRO ASSET MANAGEMENT grew from 34 to 40 advisory reps. IAPD ↗
$311.3M RAUM · 40 reps · (888) 543-3776
CRMRecruiting & transitionsComplianceFinancial planning software
74
SHADE TREE ADVISORS LLC grew from 17 to 23 advisory reps. IAPD ↗
$794.7M RAUM · 23 reps · 518-290-9460 · shadetreeadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
CATALYST FINANCIAL PARTNERS grew from 2 to 8 advisory reps. IAPD ↗
$827.3M RAUM · 8 reps · 617-239-8101
CRMRecruiting & transitionsComplianceFinancial planning software
74
QUENT CAPITAL, LLC grew from 8 to 12 advisory reps. IAPD ↗
$1.38B RAUM · 12 reps · 212-796-0707
CRMRecruiting & transitionsComplianceFinancial planning software
74
BLUEPRINT FINANCIAL ADVISORS grew from 3 to 12 advisory reps. IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
ADAMO CAPITAL grew from 2 to 6 advisory reps. IAPD ↗
$1.17B RAUM · 6 reps · 305 650-2997
CRMRecruiting & transitionsComplianceFinancial planning software
74
LXG WEALTH ADVISORY LLC grew from 3 to 7 advisory reps. IAPD ↗
$1.45B RAUM · 7 reps · 305-456-7645
CRMRecruiting & transitionsComplianceFinancial planning software
74
BULL HARBOR CAPITAL LLC. grew from 7 to 16 advisory reps. IAPD ↗
$173.9M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
QUOTIENT WEALTH PARTNERS, LLC grew from 17 to 21 advisory reps. IAPD ↗
$3.12B RAUM · 21 reps · (972) 807-0003
CRMRecruiting & transitionsComplianceFinancial planning software
73
PRIVATE MANAGEMENT GROUP INC grew from 15 to 18 advisory reps. IAPD ↗
$4.17B RAUM · 18 reps · 949-752-7500 · privatemanagementgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
SHELTON CAPITAL MANAGEMENT grew from 12 to 15 advisory reps. IAPD ↗
$4.78B RAUM · 15 reps · 800-955-9988 · sheltoncap.wistia.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
MEEDER ASSET MANAGEMENT, INC. grew from 12 to 15 advisory reps. IAPD ↗
$2.42B RAUM · 15 reps · 800-325-3539 · meederinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
NORTHSTAR ASSET MANAGEMENT INC grew from 10 to 15 advisory reps. IAPD ↗
$699.3M RAUM · 15 reps · 617-522-2635
CRMRecruiting & transitionsComplianceFinancial planning software
73
MISSIONSQUARE INVESTMENTS grew from 69 to 82 advisory reps. IAPD ↗institutional
$49.41B RAUM · 82 reps · 202-962-4600 · investments.missionsq.org
CRMRecruiting & transitionsComplianceFinancial planning software
73
WESTMINSTER FINANCIAL ADVISORY CORP grew from 35 to 40 advisory reps. IAPD ↗
$920.3M RAUM · 40 reps · 937-898-5010 · westminsterfinanical.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
FINANCIAL SYMMETRY INC. grew from 12 to 15 advisory reps. IAPD ↗
$1.00B RAUM · 15 reps · 919-851-8200 · financialsymmetry.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
THE MILWAUKEE COMPANY grew from 4 to 7 advisory reps. IAPD ↗
$1.05B RAUM · 7 reps · 262-238-6980
CRMRecruiting & transitionsComplianceFinancial planning software
73
FREEDOM INVESTMENT MANAGEMENT, INC. grew from 7 to 10 advisory reps. IAPD ↗
$2.01B RAUM · 10 reps · 860-291-1998
CRMRecruiting & transitionsComplianceFinancial planning software
73
CENTRIC WEALTH MANAGEMENT, LLC grew from 3 to 8 advisory reps. IAPD ↗
$659.2M RAUM · 8 reps · 312-429-6100 · centricwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
FIDUCIARYVEST, LLC grew from 5 to 8 advisory reps. IAPD ↗
$4.64B RAUM · 8 reps · 404-446-1270 · fiduciaryvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
PYA WALTMAN CAPITAL, LLC grew from 6 to 9 advisory reps. IAPD ↗
$1.03B RAUM · 9 reps · 865-693-6301
CRMRecruiting & transitionsComplianceFinancial planning software
73
CLINTON INVESTMENT MANAGEMENT, LLC grew from 7 to 10 advisory reps. IAPD ↗
$2.85B RAUM · 10 reps · (203) 276-6246 · clintoninvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
TRADEWINDS CAPITAL MANAGEMENT, LLC grew from 2 to 7 advisory reps. IAPD ↗
$523.7M RAUM · 7 reps · 360-715-9000
CRMRecruiting & transitionsComplianceFinancial planning software
73
FORT POINT CAPITAL PARTNERS LLC grew from 13 to 16 advisory reps. IAPD ↗
$1.49B RAUM · 16 reps · (415) 449-0570 · fortpointcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
WINDROSE ADVISORS LLC grew from 5 to 8 advisory reps. IAPD ↗
$2.50B RAUM · 8 reps · (617) 421-1750
CRMRecruiting & transitionsComplianceFinancial planning software
73
RAUB BROCK CAPITAL MANAGEMENT, LP grew from 4 to 7 advisory reps. IAPD ↗
$3.06B RAUM · 7 reps · 415-927-6990 · raubbrock.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
CREAND MANAGEMENT grew from 12 to 17 advisory reps. IAPD ↗
$508.3M RAUM · 17 reps · 305-358-8844 · creditandorragroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
WESTFULLER ADVISORS, LLC grew from 9 to 12 advisory reps. IAPD ↗
$1.43B RAUM · 12 reps · 212-542-5851 · westfulleradvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
SUMMIT GLOBAL INVESTMENTS, LLC grew from 12 to 15 advisory reps. IAPD ↗
$2.03B RAUM · 15 reps · 888-251-4847 · sgiam.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
ULRICH INVESTMENT CONSULTANTS grew from 9 to 12 advisory reps. IAPD ↗
$3.28B RAUM · 12 reps · 505-224-9100
CRMRecruiting & transitionsComplianceFinancial planning software
73
ROOSEVELT MANAGEMENT COMPANY LLC grew from 24 to 60 advisory reps. IAPD ↗institutional
$803.1M RAUM · 60 reps · 212-938-4800
CRMRecruiting & transitionsComplianceFinancial planning software
73
CERITY PARTNERS RETIREMENT PLAN ADVISORS grew from 40 to 53 advisory reps. IAPD ↗institutional
$16.22B RAUM · 53 reps · 212-850-4260
CRMRecruiting & transitionsComplianceFinancial planning software
73
CV ADVISORS LLC grew from 12 to 15 advisory reps. IAPD ↗
$9.68B RAUM · 15 reps · 305-358-5990 · cv-advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
COPPER FINANCIAL grew from 38 to 43 advisory reps. IAPD ↗
$306.4M RAUM · 43 reps · 913-905-3600
CRMRecruiting & transitionsComplianceFinancial planning software
73
FIRST LIGHT ASSET MANAGEMENT, LLC grew from 5 to 8 advisory reps. IAPD ↗
$1.39B RAUM · 8 reps · 952-831-6500 · firstlightam.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
1900 WEALTH grew from 8 to 11 advisory reps. IAPD ↗
$1.87B RAUM · 11 reps · 210-736-7770
CRMRecruiting & transitionsComplianceFinancial planning software
73
OREI ADVISORS LP grew from 14 to 17 advisory reps. IAPD ↗
$1.31B RAUM · 17 reps · 650-681-0185 · ohanare.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
SLATESTONE WEALTH LLC grew from 14 to 17 advisory reps. IAPD ↗
$1.37B RAUM · 17 reps · 561-244-2504 · slatestone.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC grew from 13 to 16 advisory reps. IAPD ↗
$4.02B RAUM · 16 reps · 317-975-5033 · shepherdfin.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
MAGNUS FINANCIAL GROUP LLC grew from 9 to 12 advisory reps. IAPD ↗
$1.56B RAUM · 12 reps · 800-339-1367 · magnusfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
CAPITA FINANCIAL NETWORK, LLC grew from 15 to 18 advisory reps. IAPD ↗
$1.46B RAUM · 18 reps · 801-566-5058 · capitafinancialnetwork.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
CENTURA WEALTH ADVISORY grew from 15 to 20 advisory reps. IAPD ↗
$643.0M RAUM · 20 reps · 858-771-9500
CRMRecruiting & transitionsComplianceFinancial planning software
73
MAG CAP grew from 10 to 13 advisory reps. IAPD ↗
$1.15B RAUM · 13 reps · 601-362-5872
CRMRecruiting & transitionsComplianceFinancial planning software
73
RWM CAPITAL, LLC grew from 4 to 12 advisory reps. IAPD ↗
$107.9M RAUM · 12 reps · 832-981-7000
CRMRecruiting & transitionsComplianceFinancial planning software
73
NILSINE PARTNERS, LLC grew from 7 to 10 advisory reps. IAPD ↗
$1.24B RAUM · 10 reps · 303-529-5800 · link.edgepilot.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
GODWIN CAPITAL GROUP, LLC grew from 1 to 4 advisory reps. IAPD ↗
$1.07B RAUM · 4 reps · 678-705-5347 · godwincap.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
IMPRINT WEALTH LLC grew from 12 to 17 advisory reps. IAPD ↗
$709.1M RAUM · 17 reps · (843) 834-4853
CRMRecruiting & transitionsComplianceFinancial planning software
73
OHA PRIVATE CREDIT ADVISORS II, L.P. grew from 108 to 123 advisory reps. IAPD ↗institutional
$495.2M RAUM · 123 reps · 212-326-1500
CRMRecruiting & transitionsComplianceFinancial planning software
73
TURTLE CREEK WEALTH ADVISORS, LLC grew from 12 to 17 advisory reps. IAPD ↗
$905.6M RAUM · 17 reps · 214-214-3110
CRMRecruiting & transitionsComplianceFinancial planning software
72
DOMINARI SECURITIES LLC grew from 1 to 8 advisory reps. IAPD ↗
$26.8M RAUM · 8 reps · 212-393-4500 · dominarisecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$1.93B RAUM · 5 reps · 208-336-1422 · mountain-pacific.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
NOTTINGHAM ADVISORS INC. grew from 7 to 9 advisory reps. IAPD ↗
$1.41B RAUM · 9 reps · 716-633-3800
CRMRecruiting & transitionsComplianceFinancial planning software
72
ALASKA PERMANENT CAPITAL MANAGEMENT CO grew from 8 to 10 advisory reps. IAPD ↗
$4.01B RAUM · 10 reps · 907-272-7575 · apcm.net
CRMRecruiting & transitionsComplianceFinancial planning software
72
WRIGHT INVESTORS SERVICE INC grew from 7 to 9 advisory reps. IAPD ↗
$1.29B RAUM · 9 reps · 203-783-4400 · wrightinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ENSEMBLE CAPITAL MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗
$1.66B RAUM · 10 reps · 650-696-1240 · ensemblecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
BRIGHTHOUSE INVESTMENT ADVISERS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$137.56B RAUM · 11 reps · 980-949-4301
CRMRecruiting & transitionsComplianceFinancial planning software
72
HANSON & DOREMUS INVESTMENT MANAGEMENT grew from 7 to 11 advisory reps. IAPD ↗
$736.7M RAUM · 11 reps · 802-658-2668
CRMRecruiting & transitionsComplianceFinancial planning software
72
CAPITAL ADVANTAGE, INC. grew from 7 to 9 advisory reps. IAPD ↗
$1.00B RAUM · 9 reps · 925-299-1500
CRMRecruiting & transitionsComplianceFinancial planning software
72
FINANCIAL COUNCIL, LLC grew from 3 to 7 advisory reps. IAPD ↗
$959.4M RAUM · 7 reps · 410-821-9200 · financialcouncil.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
NEXT CAPITAL MANAGEMENT LLC grew from 7 to 9 advisory reps. IAPD ↗
$1.44B RAUM · 9 reps · 212-433-1111
CRMRecruiting & transitionsComplianceFinancial planning software
72
PLAN GROUP FINANCIAL, INC. grew from 10 to 14 advisory reps. IAPD ↗
$285.5M RAUM · 14 reps · 405-848-1099 · plangroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
WINDSOR ADVISORY GROUP, LLC grew from 9 to 11 advisory reps. IAPD ↗
$1.98B RAUM · 11 reps · 614-545-0300
CRMRecruiting & transitionsComplianceFinancial planning software
72
NORTHEAST FINANCIAL GROUP, INC. grew from 7 to 9 advisory reps. IAPD ↗
$1.00B RAUM · 9 reps · 570-688-9898
CRMRecruiting & transitionsComplianceFinancial planning software
72
YOUR RETIREMENT COACH grew from 4 to 8 advisory reps. IAPD ↗
$324.0M RAUM · 8 reps · 770.427.5227 · yourretirementcoach.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
STRAIGHTLINE grew from 8 to 10 advisory reps. IAPD ↗
$1.12B RAUM · 10 reps · 248-269-8366 · straightline.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
J. SAFRA ASSET MANAGEMENT CORPORATION grew from 4 to 6 advisory reps. IAPD ↗
$3.68B RAUM · 6 reps · 212-704-5553 · jsinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
IWP WEALTH MANAGEMENT LLC grew from 10 to 12 advisory reps. IAPD ↗
$3.58B RAUM · 12 reps · 720-328-9700
CRMRecruiting & transitionsComplianceFinancial planning software
72
SWBC INVESTMENT COMPANY grew from 15 to 19 advisory reps. IAPD ↗
$345.8M RAUM · 19 reps · 210-376-3279 · swbc.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
TRUENORTH WEALTH grew from 6 to 8 advisory reps. IAPD ↗
$1.02B RAUM · 8 reps · 801-274-1820
CRMRecruiting & transitionsComplianceFinancial planning software
72
LEAFHOUSE FINANCIAL ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$17.00B RAUM · 8 reps · (512) 879-1505
CRMRecruiting & transitionsComplianceFinancial planning software
72
ANDBANC ADVISORY LLC grew from 5 to 9 advisory reps. IAPD ↗
$855.1M RAUM · 9 reps · 305-702-0601
CRMRecruiting & transitionsComplianceFinancial planning software
72
CAHABA WEALTH MANAGEMENT, INC. grew from 10 to 12 advisory reps. IAPD ↗
$1.50B RAUM · 12 reps · 404-549-7678
CRMRecruiting & transitionsComplianceFinancial planning software
72
TRIUNE FINANCIAL PARTNERS, LLC grew from 10 to 12 advisory reps. IAPD ↗
$1.13B RAUM · 12 reps · 913-825-6100
CRMRecruiting & transitionsComplianceFinancial planning software
72
INDEPENDENCE ASSET ADVISORS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$1.70B RAUM · 5 reps · 610-649-9841
CRMRecruiting & transitionsComplianceFinancial planning software
72
COMPASS FINANCIAL MANAGEMENT LLC grew from 16 to 20 advisory reps. IAPD ↗
$409.4M RAUM · 20 reps · 813-831-5168 · compassfmllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
NAPLES GLOBAL ADVISORS grew from 8 to 10 advisory reps. IAPD ↗
$1.47B RAUM · 10 reps · 239-776-7900 · verobeachglobaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
TEAMWORK FINANCIAL ADVISORS, LLC grew from 12 to 16 advisory reps. IAPD ↗
$653.6M RAUM · 16 reps · 210-687-1333 · teamworkfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
FORMIDABLE ASSET MANAGEMENT, LLC grew from 8 to 12 advisory reps. IAPD ↗
$886.8M RAUM · 12 reps · 513-655-5566 · formidableam.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
TRU INDEPENDENCE ASSET MANAGEMENT, LLC grew from 5 to 9 advisory reps. IAPD ↗
$557.2M RAUM · 9 reps · (971) 371-3444 · yellowwoodwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
OLD ORCHARD CAPITAL MANAGEMENT LP grew from 7 to 9 advisory reps. IAPD ↗
$2.38B RAUM · 9 reps · 212-331-6920
CRMRecruiting & transitionsComplianceFinancial planning software
72
ENVESTNET RETIREMENT SOLUTIONS, LLC grew from 10 to 12 advisory reps. IAPD ↗
$14.31B RAUM · 12 reps · 1-866-318-4015 · envestnetrs.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SCHOOLCRAFT CAPITAL LLC grew from 7 to 9 advisory reps. IAPD ↗
$1.19B RAUM · 9 reps · 303-625-6868 · schoolcraftcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ALIGN IMPACT, LLC grew from 18 to 22 advisory reps. IAPD ↗
$728.4M RAUM · 22 reps · 805-243-8055
CRMRecruiting & transitionsComplianceFinancial planning software
72
PARADIGM WEALTH ADVISORY LLC grew from 8 to 12 advisory reps. IAPD ↗
$356.1M RAUM · 12 reps · (908) 450-7402 · pwm.us.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
HIGHLINE WEALTH PARTNERS grew from 9 to 13 advisory reps. IAPD ↗
$493.7M RAUM · 13 reps · 818-340-0157
CRMRecruiting & transitionsComplianceFinancial planning software
72
XYPN INVEST grew from 3 to 10 advisory reps. IAPD ↗
$133.3M RAUM · 10 reps · (360) 301-7579 · newleaffinancialguidance.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ROOT FINANCIAL PARTNERS grew from 5 to 9 advisory reps. IAPD ↗
$399.2M RAUM · 9 reps · (760) 452-0720
CRMRecruiting & transitionsComplianceFinancial planning software
72
ASSET ADVISORS grew from 3 to 5 advisory reps. IAPD ↗
$1.15B RAUM · 5 reps · 706-650-9900 · focusfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SEAVIEW INVESTMENT MANAGERS LLC grew from 4 to 6 advisory reps. IAPD ↗
$1.14B RAUM · 6 reps · 305-330-2332 · seaviewinvestmentmanagers.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ONYX BRIDGE WEALTH GROUP LLC grew from 11 to 15 advisory reps. IAPD ↗
$815.7M RAUM · 15 reps · (914) 909-6699 · onyxbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC grew from 29 to 36 advisory reps. IAPD ↗
$90.8M RAUM · 36 reps · 917 750-5588 · simafunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CEDRUS LLC grew from 13 to 17 advisory reps. IAPD ↗
$651.1M RAUM · 17 reps · 720-724-2170 · cedrusfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
BELZBERG & CO. grew from 9 to 11 advisory reps. IAPD ↗
$1.48B RAUM · 11 reps · 212-390-9768
CRMRecruiting & transitionsComplianceFinancial planning software
72
PROSPERITAS FINANCIAL, LLC grew from 9 to 13 advisory reps. IAPD ↗
$391.8M RAUM · 13 reps · 661-255-9555
CRMRecruiting & transitionsComplianceFinancial planning software
72
PACE FINANCIAL ADVISORS grew from 5 to 9 advisory reps. IAPD ↗
$301.0M RAUM · 9 reps · 971-727-8434 · pace-fa.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
KNOWN WEALTH LLC grew from 3 to 10 advisory reps. IAPD ↗
$84.3M RAUM · 10 reps · 646-586-9424
CRMRecruiting & transitionsComplianceFinancial planning software
72
RANGE ADVISORY, LLC grew from 2 to 9 advisory reps. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
CRMRecruiting & transitionsComplianceFinancial planning software
72
BUCK WEALTH STRATEGIES, LLC grew from 16 to 20 advisory reps. IAPD ↗
$299.9M RAUM · 20 reps · 888-210-6567
CRMRecruiting & transitionsComplianceFinancial planning software
72
26NORTH DIRECT LENDING grew from 23 to 35 advisory reps. IAPD ↗institutional
$1.70B RAUM · 35 reps · 212-257-5220 · 26n.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
UNITED BROKERAGE SERVICES INC grew from 47 to 53 advisory reps. IAPD ↗
$249.7M RAUM · 53 reps · 888-424-6158 · united-brokerage.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
FRAZIER FINANCIAL ADVISORS, LLC grew from 11 to 14 advisory reps. IAPD ↗
$767.9M RAUM · 14 reps · 614-793-8297 · frazierfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
PEAK ASSET MANAGEMENT, LLC grew from 11 to 14 advisory reps. IAPD ↗
$825.1M RAUM · 14 reps · 303-926-0100 · peakam.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
CALLAN grew from 152 to 163 advisory reps. IAPD ↗institutional
$34.23B RAUM · 163 reps · 415-974-5060 · callan.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
AMERICAN FINANCIAL ADVISORS INC grew from 6 to 9 advisory reps. IAPD ↗
$887.2M RAUM · 9 reps · 407-207-9006
CRMRecruiting & transitionsComplianceFinancial planning software
71
GOODMAN FINANCIAL CORPORATION grew from 13 to 16 advisory reps. IAPD ↗
$698.6M RAUM · 16 reps · 713-599-1777
CRMRecruiting & transitionsComplianceFinancial planning software
71
COMMERCE STREET INVESTMENT MANAGEMENT grew from 9 to 12 advisory reps. IAPD ↗
$745.1M RAUM · 12 reps · 214-545-6800 · commercestreetholdings.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
BRASADA CAPITAL MANAGEMENT, LP grew from 7 to 10 advisory reps. IAPD ↗
$690.5M RAUM · 10 reps · 713-630-8390 · brasadacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
A & I WEALTH MANAGEMENT grew from 10 to 13 advisory reps. IAPD ↗
$412.1M RAUM · 13 reps · 303-690-5070 · gotaxfreebook.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
STRAIGHT PATH WEALTH MANAGEMENT grew from 4 to 7 advisory reps. IAPD ↗
$272.1M RAUM · 7 reps · 616-288-3670 · straightpathwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
WELLINGTON SHIELDS & CO., LLC grew from 13 to 16 advisory reps. IAPD ↗
$408.7M RAUM · 16 reps · 212-320-3000 · wellingtonshields.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
RALEIGH CAPITAL MANAGEMENT INC. grew from 5 to 8 advisory reps. IAPD ↗
$262.8M RAUM · 8 reps · 919-852-1215
CRMRecruiting & transitionsComplianceFinancial planning software
71
QUADCAP WEALTH MANAGEMENT, LLC grew from 8 to 11 advisory reps. IAPD ↗
$769.7M RAUM · 11 reps · 972-818-2400 · quadcapwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
MOSS, LUSE & WOMBLE, LLC grew from 15 to 18 advisory reps. IAPD ↗
$435.6M RAUM · 18 reps · 972-674-2584
CRMRecruiting & transitionsComplianceFinancial planning software
71
COVENANT WEALTH ADVISORS grew from 6 to 9 advisory reps. IAPD ↗
$496.3M RAUM · 9 reps · (804) 729-5265 · mycwa.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
PARADIEM, LLC grew from 6 to 9 advisory reps. IAPD ↗
$420.4M RAUM · 9 reps · 985-727-0770
CRMRecruiting & transitionsComplianceFinancial planning software
71
ALTERNATIVE INVESTMENT ADVISORS, LLC grew from 6 to 9 advisory reps. IAPD ↗
$296.4M RAUM · 9 reps · 407-261-4242 · ffs1.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
AVIER WEALTH ADVISORS grew from 11 to 14 advisory reps. IAPD ↗
$786.0M RAUM · 14 reps · 425-467-1011 · avieradvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
ZEVIN ASSET MANAGEMENT, LLC grew from 6 to 9 advisory reps. IAPD ↗
$787.8M RAUM · 9 reps · 617-742-6666
CRMRecruiting & transitionsComplianceFinancial planning software
71
KERBERROSE WEALTH MANAGEMENT, LLC grew from 9 to 12 advisory reps. IAPD ↗
$752.3M RAUM · 12 reps · 715.526.9400
CRMRecruiting & transitionsComplianceFinancial planning software
71
TOUCHDOWN VENTURES INC. grew from 52 to 65 advisory reps. IAPD ↗institutional
$458.5M RAUM · 65 reps · 856-431-3535 · touchdownvc.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY grew from 6 to 12 advisory reps. IAPD ↗
$164.1M RAUM · 12 reps · 866-929-3258 · walserwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
THRIVE CAPITAL MANAGEMENT, LLC grew from 10 to 13 advisory reps. IAPD ↗
$392.8M RAUM · 13 reps · 800-516-5861 · thrivecapitalmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
TRADEWAY grew from 11 to 17 advisory reps. IAPD ↗
$77.7M RAUM · 17 reps · 877-777-0703 · tradeway.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
KINETIC INVESTMENT MANAGEMENT, INC. grew from 13 to 16 advisory reps. IAPD ↗
$343.6M RAUM · 16 reps · (800) 711-4818
CRMRecruiting & transitionsComplianceFinancial planning software
71
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. grew from 9 to 12 advisory reps. IAPD ↗
$422.0M RAUM · 12 reps · 866-405-1031 · askglobalwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
BERNARDO WEALTH PLANNING, LLC grew from 6 to 9 advisory reps. IAPD ↗
$609.8M RAUM · 9 reps · 267-500-1080
CRMRecruiting & transitionsComplianceFinancial planning software
71
BRIO FINANCIAL GROUP grew from 8 to 11 advisory reps. IAPD ↗
$699.4M RAUM · 11 reps · 415-623-2450
CRMRecruiting & transitionsComplianceFinancial planning software
71
JOURNEY WEALTH MANAGEMENT grew from 9 to 12 advisory reps. IAPD ↗
$750.7M RAUM · 12 reps · 216-916-8424 · fsmwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
LIGHTHOUSE WEALTH STRATEGIES, LLC grew from 8 to 11 advisory reps. IAPD ↗
$636.6M RAUM · 11 reps · 253-948-3725 · lighthousegigharbor.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
ADAMSBROWN WEALTH CONSULTANTS LLC grew from 11 to 14 advisory reps. IAPD ↗
$651.7M RAUM · 14 reps · (620) 792-2428 · adamsbrownwc.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
GREENUP STREET WEALTH MANAGEMENT LLC grew from 11 to 14 advisory reps. IAPD ↗
$510.8M RAUM · 14 reps · 734-656-8121
CRMRecruiting & transitionsComplianceFinancial planning software
71
MARIPAU WEALTH MANAGEMENT LLC grew from 11 to 17 advisory reps. IAPD ↗
$235.0M RAUM · 17 reps · 260-493-3930
CRMRecruiting & transitionsComplianceFinancial planning software
71
FYRA CAPITAL MANAGEMENT grew from 3 to 6 advisory reps. IAPD ↗
$393.5M RAUM · 6 reps · 636-573-1212 · heiseadvisorygroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
SMART WEALTH, LLC grew from 9 to 12 advisory reps. IAPD ↗
$302.9M RAUM · 12 reps · 402-369-7777 · soundcloud.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
INTERGY PRIVATE WEALTH, LLC grew from 3 to 6 advisory reps. IAPD ↗
$390.6M RAUM · 6 reps · 719-413-8820 · intergywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
OAK HILL WEALTH ADVISORS, LLC grew from 2 to 5 advisory reps. IAPD ↗
$542.3M RAUM · 5 reps · 703-673-7034 · oakhillwa.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
HIBERNIA WEALTH PARTNERS, LLC grew from 4 to 7 advisory reps. IAPD ↗
$289.0M RAUM · 7 reps · 225-778-7972 · hiberniawealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
APOLLON FINANCIAL, LLC grew from 4 to 7 advisory reps. IAPD ↗
$482.3M RAUM · 7 reps · 843-579-0018 · apollonfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
FIDELIS CAPITAL grew from 8 to 11 advisory reps. IAPD ↗
$917.2M RAUM · 11 reps · 813-934-6246
CRMRecruiting & transitionsComplianceFinancial planning software
71
IDB LIDO WEALTH, LLC grew from 8 to 14 advisory reps. IAPD ↗
$93.6M RAUM · 14 reps · 310-278-8232
CRMRecruiting & transitionsComplianceFinancial planning software
71
CARAVELA ENERGY PARTNERS LP grew from 2 to 5 advisory reps. IAPD ↗
$348.0M RAUM · 5 reps · (203) 493-1343
CRMRecruiting & transitionsComplianceFinancial planning software
71
SPECTRUM WEALTH MANAGEMENT grew from 5 to 8 advisory reps. IAPD ↗
$976.4M RAUM · 8 reps · 317-663-5600 · spectrum-mgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
STENGER FAMILY OFFICE, LLC grew from 2 to 5 advisory reps. IAPD ↗
$271.0M RAUM · 5 reps · 630-912-8295 · stengerfamilyoffice.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
RICHARDS MERRILL WEALTH MANAGEMENT grew from 6 to 8 advisory reps. IAPD ↗
$395.8M RAUM · 8 reps · 509-624-3174 · rmpinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
NEUBERGER BERMAN BD LLC grew from 618 to 695 advisory reps. IAPD ↗institutional
$0 RAUM · 695 reps · 212-476-9000 · nb.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PGIM, INC. grew from 1374 to 1420 advisory reps. IAPD ↗fund
$1014.74B RAUM · 1420 reps · 973-367-6335
CRMRecruiting & transitionsComplianceFinancial planning software
70
VANGUARD GROUP INC grew from 301 to 445 advisory reps. IAPD ↗fund
$7909.76B RAUM · 445 reps · 610-669-1000
CRMRecruiting & transitionsComplianceFinancial planning software
70
WFA ASSET MANAGEMENT CORP grew from 3 to 5 advisory reps. IAPD ↗
$373.9M RAUM · 5 reps · 414-727-8181
CRMRecruiting & transitionsComplianceFinancial planning software
70
INNOVEST PORTFOLIO SOLUTIONS LLC grew from 32 to 37 advisory reps. IAPD ↗
$0 RAUM · 37 reps · 303-694-1900 · innovestinc.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WHITENER CAPITAL MANAGEMENT, INC grew from 3 to 5 advisory reps. IAPD ↗
$409.2M RAUM · 5 reps · 252-972-8909
CRMRecruiting & transitionsComplianceFinancial planning software
70
FINANCIAL CONSULATE grew from 10 to 12 advisory reps. IAPD ↗
$782.3M RAUM · 12 reps · 410-823-7283 · financialconsulate.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PETRA FINANCIAL ADVISORS INC grew from 6 to 8 advisory reps. IAPD ↗
$357.2M RAUM · 8 reps · 719-636-9000 · lighthousefinancialllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
LAFFER TENGLER INVESTMENTS, INC. grew from 8 to 10 advisory reps. IAPD ↗
$462.6M RAUM · 10 reps · 800-838-3468 · laffertengler.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GUGGENHEIM INVESTMENT ADVISORS, LLC grew from 8 to 10 advisory reps. IAPD ↗
$876.5M RAUM · 10 reps · 866-285-3655 · guggenheimpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
D. E. SHAW & CO., L.P. grew from 393 to 442 advisory reps. IAPD ↗fund
$120.47B RAUM · 442 reps · 212-478-0000
CRMRecruiting & transitionsComplianceFinancial planning software
70
U.S. FINANCIAL ADVISORS grew from 6 to 8 advisory reps. IAPD ↗
$348.6M RAUM · 8 reps · 781-849-9200 · napierfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ADAMS STREET PARTNERS, LLC grew from 124 to 142 advisory reps. IAPD ↗fund
$54.18B RAUM · 142 reps · 312-553-7890 · adamsstreetpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HARBOURVEST PARTNERS, LLC grew from 266 to 285 advisory reps. IAPD ↗fund
$150.41B RAUM · 285 reps · 617-348-3707 · harbourvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ICE DATA PRICING & REFERENCE DATA, LLC grew from 214 to 229 advisory reps. IAPD ↗institutional
$0 RAUM · 229 reps · 212-497-3000
CRMRecruiting & transitionsComplianceFinancial planning software
70
MFS INVESTMENT MANAGEMENT grew from 322 to 332 advisory reps. IAPD ↗institutional
$454.33B RAUM · 332 reps · 617-954-5000 · mfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
COYLE grew from 8 to 10 advisory reps. IAPD ↗
$823.0M RAUM · 10 reps · 847-441-5644
CRMRecruiting & transitionsComplianceFinancial planning software
70
INSTITUTIONAL SHAREHOLDER SERVICES INC. grew from 1580 to 1650 advisory reps. IAPD ↗institutional
$0 RAUM · 1650 reps · 301-556-0500
CRMRecruiting & transitionsComplianceFinancial planning software
70
GALLACHER CAPITAL MANAGEMENT, LLC grew from 9 to 11 advisory reps. IAPD ↗
$463.1M RAUM · 11 reps · 303-708-1640 · gallachercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PACIFIC WEALTH MANAGEMENT grew from 5 to 7 advisory reps. IAPD ↗
$269.9M RAUM · 7 reps · 858-509-9797 · pacwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MADRONA FINANCIAL & CPAS grew from 10 to 12 advisory reps. IAPD ↗
$393.0M RAUM · 12 reps · 425-212-3777
CRMRecruiting & transitionsComplianceFinancial planning software
70
SYNERGY ASSET MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$810.2M RAUM · 6 reps · 206-386-5455 · advisorempowerment.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE ASSET BASED FINANCE ADVISORS LP grew from 45 to 70 advisory reps. IAPD ↗fund
$27.84B RAUM · 70 reps · 212-583-5000 · blackstone.podbean.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PROBITY ADVISORS, INC. grew from 5 to 7 advisory reps. IAPD ↗
$630.2M RAUM · 7 reps · 214-891-8131 · probityadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PILLAR FINANCIAL ADVISORS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$293.8M RAUM · 5 reps · 502-384-3890 · pillar.net
CRMRecruiting & transitionsComplianceFinancial planning software
70
FAI ADVISORS, INC. grew from 6 to 8 advisory reps. IAPD ↗
$250.0M RAUM · 8 reps · 248-482-3600 · financialarch.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FIFTH AVENUE FAMILY OFFICE grew from 2 to 4 advisory reps. IAPD ↗
$633.4M RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SALIENT ADVISORS, L.P. grew from 42 to 68 advisory reps. IAPD ↗institutional
$75.3M RAUM · 68 reps · 2147566900 · g.page
CRMRecruiting & transitionsComplianceFinancial planning software
70
OAK HILL ADVISORS, L.P. grew from 108 to 123 advisory reps. IAPD ↗fund
$71.30B RAUM · 123 reps · 212-326-1500
CRMRecruiting & transitionsComplianceFinancial planning software
70
OAKMONT CAPITAL MANAGEMENT, LLC grew from 5 to 7 advisory reps. IAPD ↗
$528.4M RAUM · 7 reps · (412) 828-5550 · oakmontcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SUGARLOAF WEALTH MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗
$610.1M RAUM · 10 reps · 770.985.5473 · swmllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FORTRESS INVESTMENT GROUP grew from 197 to 369 advisory reps. IAPD ↗fund
$79.96B RAUM · 369 reps · 212-798-6100
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARES MANAGEMENT LLC grew from 934 to 1062 advisory reps. IAPD ↗fund
$314.93B RAUM · 1062 reps · 310-201-4100
CRMRecruiting & transitionsComplianceFinancial planning software
70
UHLER VERTICH WHITE ADVISORS grew from 3 to 5 advisory reps. IAPD ↗
$466.0M RAUM · 5 reps · 239-936-6300
CRMRecruiting & transitionsComplianceFinancial planning software
70
DUPREE FINANCIAL GROUP, LLC grew from 3 to 5 advisory reps. IAPD ↗
$283.3M RAUM · 5 reps · 859-233-0400
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARES CAPITAL MANAGEMENT LLC grew from 305 to 431 advisory reps. IAPD ↗fund
$68.59B RAUM · 431 reps · 310-201-4100 · aresmgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
VERSANT CAPITAL MANAGEMENT, INC. grew from 10 to 12 advisory reps. IAPD ↗
$900.5M RAUM · 12 reps · 602-635-3760
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAIN CAPITAL CREDIT, LP grew from 201 to 227 advisory reps. IAPD ↗fund
$63.22B RAUM · 227 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
70
TWO SIGMA INVESTMENTS, LP grew from 842 to 866 advisory reps. IAPD ↗fund
$83.96B RAUM · 866 reps · (212) 625-5700
CRMRecruiting & transitionsComplianceFinancial planning software
70
TRG MANAGEMENT LP grew from 62 to 82 advisory reps. IAPD ↗fund
$8.45B RAUM · 82 reps · 212-984-2900 · rohatyngroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CHI-RHO FINANCIAL, LLC grew from 6 to 8 advisory reps. IAPD ↗
$981.2M RAUM · 8 reps · 678-731-0032
CRMRecruiting & transitionsComplianceFinancial planning software
70
STONE HOUSE INVESTMENT MANAGEMENT, LLC grew from 10 to 12 advisory reps. IAPD ↗
$544.5M RAUM · 12 reps · (570) 836-7020
CRMRecruiting & transitionsComplianceFinancial planning software
70
TRUE WEALTH DESIGN, LLC grew from 7 to 9 advisory reps. IAPD ↗
$561.1M RAUM · 9 reps · (330) 777-0688
CRMRecruiting & transitionsComplianceFinancial planning software
70
CYPRESS POINT WEALTH MANAGEMENT, LLC grew from 1 to 3 advisory reps. IAPD ↗
$797.7M RAUM · 3 reps · 214-736-8887 · cypresspointwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BARRY INVESTMENT ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$654.9M RAUM · 6 reps · 888-992-8601 · barryinvestmentadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PARTNERS GROUP (USA) INC. grew from 237 to 267 advisory reps. IAPD ↗fund
$23.09B RAUM · 267 reps · 212-908-2600 · partnersgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CONCISE CAPITAL MANAGEMENT, L.P. grew from 5 to 7 advisory reps. IAPD ↗
$526.4M RAUM · 7 reps · 305-371-4578 · concisecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MS CAPITAL PARTNERS ADVISER INC. grew from 99 to 128 advisory reps. IAPD ↗fund
$27.27B RAUM · 128 reps · (212) 761-7160 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SIGNALPOINT ASSET MANAGEMENT LLC grew from 7 to 9 advisory reps. IAPD ↗
$522.3M RAUM · 9 reps · 417-869-9980 · signalpointinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CITADEL ADVISORS LLC grew from 1070 to 1132 advisory reps. IAPD ↗fund
$397.05B RAUM · 1132 reps · 305-929-6851
CRMRecruiting & transitionsComplianceFinancial planning software
70
ILLUMINATION WEALTH MANAGEMENT grew from 7 to 9 advisory reps. IAPD ↗
$307.1M RAUM · 9 reps · 858-246-6855
CRMRecruiting & transitionsComplianceFinancial planning software
70
THE LLOYD GROUP grew from 5 to 7 advisory reps. IAPD ↗
$299.7M RAUM · 7 reps · 770-932-0387 · thelloydgroupinc.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WOODWARD FINANCIAL ADVISORS, INC. grew from 3 to 5 advisory reps. IAPD ↗
$511.2M RAUM · 5 reps · 919-929-2495 · woodwardadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
NIKULSKI FINANCIAL, INC. grew from 2 to 4 advisory reps. IAPD ↗
$305.5M RAUM · 4 reps · 563-344-0118
CRMRecruiting & transitionsComplianceFinancial planning software
70
TRINITY PORTFOLIO ADVISORS, LLC grew from 10 to 12 advisory reps. IAPD ↗
$452.6M RAUM · 12 reps · 817-416-7227 · trinityportfolio.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
DESERT ROSE CAPITAL MANAGEMENT, INC. grew from 3 to 8 advisory reps. IAPD ↗
$117.2M RAUM · 8 reps · 208 297-2710
CRMRecruiting & transitionsComplianceFinancial planning software
70
DRAKE & ASSOCIATES, LLC grew from 4 to 6 advisory reps. IAPD ↗
$313.1M RAUM · 6 reps · 414-409-7226
CRMRecruiting & transitionsComplianceFinancial planning software
70
SANDS CAPITAL VENTURES, LLC grew from 48 to 66 advisory reps. IAPD ↗fund
$2.88B RAUM · 66 reps · 703-562-4000 · sandscapitalventures.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP grew from 152 to 168 advisory reps. IAPD ↗fund
$44.65B RAUM · 168 reps · 212-446-4000 · davidsonkempner.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HIGHVISTA STRATEGIES LLC grew from 11 to 28 advisory reps. IAPD ↗fund
$5.38B RAUM · 28 reps · 617-406-6500 · highvistastrategies.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HUDSON BAY CAPITAL MANAGEMENT LP grew from 83 to 100 advisory reps. IAPD ↗fund
$31.12B RAUM · 100 reps · 203-718-5690 · hudsonbaycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
VERITION FUND MANAGEMENT LLC grew from 147 to 293 advisory reps. IAPD ↗fund
$107.25B RAUM · 293 reps · 203-742-7700 · verition.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ATALAYA CAPITAL MANAGEMENT LP grew from 41 to 64 advisory reps. IAPD ↗fund
$9.34B RAUM · 64 reps · 212-201-1910
CRMRecruiting & transitionsComplianceFinancial planning software
70
VISTA EQUITY PARTNERS MANAGEMENT, LLC grew from 220 to 239 advisory reps. IAPD ↗fund
$100.97B RAUM · 239 reps · 415-765-6500
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAYVIEW ASSET MANAGEMENT, LLC grew from 124 to 168 advisory reps. IAPD ↗fund
$38.63B RAUM · 168 reps · 305-854-8880 · bayview.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALPINE INVESTORS grew from 67 to 102 advisory reps. IAPD ↗fund
$17.28B RAUM · 102 reps · 415-392-9100 · alpineinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SILVER POINT CAPITAL, L.P. grew from 81 to 103 advisory reps. IAPD ↗fund
$27.91B RAUM · 103 reps · 203-542-4200 · silverpointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FLEXPOINT FORD, LLC grew from 44 to 61 advisory reps. IAPD ↗fund
$8.10B RAUM · 61 reps · 312-327-4520 · flexpointford.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HARRISON STREET ADVISORS, LLC grew from 233 to 254 advisory reps. IAPD ↗fund
$20.25B RAUM · 254 reps · 312-920-0500 · harrisonst.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MILLENNIUM MANAGEMENT LLC grew from 2400 to 2660 advisory reps. IAPD ↗fund
$505.94B RAUM · 2660 reps · 212-841-4100
CRMRecruiting & transitionsComplianceFinancial planning software
70
FIDATO WEALTH LLC grew from 5 to 7 advisory reps. IAPD ↗
$334.5M RAUM · 7 reps · 440-572-5552
CRMRecruiting & transitionsComplianceFinancial planning software
70
AFFINIUS CAPITAL grew from 44 to 64 advisory reps. IAPD ↗fund
$12.45B RAUM · 64 reps · 212-605-1000 · affiniuscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
LS POWER EQUITY ADVISORS, LLC grew from 57 to 95 advisory reps. IAPD ↗fund
$9.00B RAUM · 95 reps · 212-615-3456
CRMRecruiting & transitionsComplianceFinancial planning software
70
AOG WEALTH MANAGEMENT grew from 6 to 8 advisory reps. IAPD ↗
$341.3M RAUM · 8 reps · 703-757-8020
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC grew from 202 to 232 advisory reps. IAPD ↗fund
$26.50B RAUM · 232 reps · 310-201-4100 · arescre.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BRIDGE INVESTMENT GROUP grew from 260 to 310 advisory reps. IAPD ↗fund
$47.00B RAUM · 310 reps · 801-716-1463 · somerbyseniorliving.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
STONEPEAK grew from 105 to 125 advisory reps. IAPD ↗fund
$60.70B RAUM · 125 reps · 212-907-5100
CRMRecruiting & transitionsComplianceFinancial planning software
70
TUDOR INVESTMENT CORPORATION grew from 162 to 183 advisory reps. IAPD ↗fund
$63.59B RAUM · 183 reps · 203-863-6700 · tudorfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GREYSTAR INVESTMENT GROUP, LLC grew from 229 to 369 advisory reps. IAPD ↗fund
$28.31B RAUM · 369 reps · 843-579-9400
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALPHA WAVE GLOBAL, LP grew from 30 to 45 advisory reps. IAPD ↗fund
$19.43B RAUM · 45 reps · 212 803-9080
CRMRecruiting & transitionsComplianceFinancial planning software
70
NEW MOUNTAIN CAPITAL, LLC grew from 101 to 126 advisory reps. IAPD ↗fund
$27.29B RAUM · 126 reps · 212-720-0300 · wikipedia.org
CRMRecruiting & transitionsComplianceFinancial planning software
70
WALLEYE CAPITAL LLC grew from 70 to 192 advisory reps. IAPD ↗fund
$31.70B RAUM · 192 reps · 952-345-5200 · walleyecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SK CAPITAL PARTNERS grew from 32 to 48 advisory reps. IAPD ↗fund
$7.98B RAUM · 48 reps · 212-826-2700
CRMRecruiting & transitionsComplianceFinancial planning software
70
PLATINUM EQUITY ADVISORS, LLC grew from 153 to 178 advisory reps. IAPD ↗fund
$48.38B RAUM · 178 reps · 310-712-1850
CRMRecruiting & transitionsComplianceFinancial planning software
70
WESTBRIDGE CAPITAL US ADVISORS, LP grew from 32 to 52 advisory reps. IAPD ↗fund
$7.96B RAUM · 52 reps · 650-645-6220 · westbridgecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALLIANZ CAPITAL PARTNERS OF AMERICA LLC grew from 17 to 32 advisory reps. IAPD ↗fund
$4.70B RAUM · 32 reps · 212-739-3000 · allianzcapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ROTHSCHILD CAPITAL PARTNERS grew from 3 to 5 advisory reps. IAPD ↗
$351.3M RAUM · 5 reps · 212-931-5303 · rothcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
OAKWELL PRIVATE WEALTH MANAGEMENT grew from 6 to 8 advisory reps. IAPD ↗
$411.8M RAUM · 8 reps · 1-800-55OAKWELL · oakwellpwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SINGLE POINT PARTNERS grew from 9 to 11 advisory reps. IAPD ↗
$525.0M RAUM · 11 reps · 617-600-0510 · spcfo.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MONTIS FINANCIAL, LLC grew from 8 to 10 advisory reps. IAPD ↗
$638.8M RAUM · 10 reps · 781-541-5057 · montisfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
VANGUARD GLOBAL ADVISERS, LLC grew from 77 to 105 advisory reps. IAPD ↗fund
$432.75B RAUM · 105 reps · 610-669-1000
CRMRecruiting & transitionsComplianceFinancial planning software
70
CANTER WEALTH grew from 7 to 9 advisory reps. IAPD ↗
$302.0M RAUM · 9 reps · 858.812.7550
CRMRecruiting & transitionsComplianceFinancial planning software
70
PIER 88 INVESTMENT PARTNERS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$581.3M RAUM · 5 reps · 415-814-8840 · pier88.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUEPRINT INVESTMENT PARTNERS LLC grew from 5 to 7 advisory reps. IAPD ↗
$849.4M RAUM · 7 reps · 336-609-7522
CRMRecruiting & transitionsComplianceFinancial planning software
70
TREXQUANT INVESTMENT LP grew from 49 to 75 advisory reps. IAPD ↗fund
$5.94B RAUM · 75 reps · 203-817-0551 · trexquant.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FLOURISH WEALTH MANAGEMENT INC. grew from 2 to 4 advisory reps. IAPD ↗
$327.8M RAUM · 4 reps · (952) 392-4474
CRMRecruiting & transitionsComplianceFinancial planning software
70
SALVUS WEALTH MANAGEMENT, LLC grew from 2 to 4 advisory reps. IAPD ↗
$260.5M RAUM · 4 reps · 732-542-2629
CRMRecruiting & transitionsComplianceFinancial planning software
70
STRATEGAS ASSET MANAGEMENT, LLC grew from 7 to 9 advisory reps. IAPD ↗
$446.5M RAUM · 9 reps · 212-906-0130 · strategasasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
VANN EQUITY MANAGEMENT LLC grew from 4 to 6 advisory reps. IAPD ↗
$701.0M RAUM · 6 reps · 214-983-0346 · vannequitymanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
QUANTUM CAPITAL GROUP grew from 14 to 68 advisory reps. IAPD ↗fund
$19.72B RAUM · 68 reps · 713-452-2000 · quantumcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ACORE CAPITAL, LP grew from 105 to 120 advisory reps. IAPD ↗fund
$20.11B RAUM · 120 reps · (415) 917-4400 · acorecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SKYLINE ADVISORS, INC. grew from 4 to 6 advisory reps. IAPD ↗
$288.4M RAUM · 6 reps · 360-671-1621
CRMRecruiting & transitionsComplianceFinancial planning software
70
EVERSPIRE grew from 10 to 15 advisory reps. IAPD ↗
$156.2M RAUM · 15 reps · 801-545-8706
CRMRecruiting & transitionsComplianceFinancial planning software
70
ELEVATED CAPITAL ADVISORS, LLC grew from 7 to 9 advisory reps. IAPD ↗
$375.3M RAUM · 9 reps · 385-237-3338
CRMRecruiting & transitionsComplianceFinancial planning software
70
EAGLE BAY FAMILY OFFICE grew from 2 to 4 advisory reps. IAPD ↗
$886.8M RAUM · 4 reps · 212-634-7879 · eaglebayadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TWIN POINT CAPITAL LLC grew from 7 to 9 advisory reps. IAPD ↗
$405.7M RAUM · 9 reps · 3475945598 · twinpointcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
XO WEALTH MANAGEMENT grew from 5 to 7 advisory reps. IAPD ↗
$707.8M RAUM · 7 reps · 972-335-8000 · xowealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALTMAN ADVISORS grew from 6 to 8 advisory reps. IAPD ↗
$344.3M RAUM · 8 reps · (312) 759-7801 · altmanadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SCHONFELD STRATEGIC ADVISORS LLC grew from 310 to 376 advisory reps. IAPD ↗fund
$89.72B RAUM · 376 reps · 1 786 772 5102 · schonfeld.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HPS INVESTMENT PARTNERS, LLC grew from 193 to 283 advisory reps. IAPD ↗fund
$125.78B RAUM · 283 reps · 212-287-6767
CRMRecruiting & transitionsComplianceFinancial planning software
70
YIELDSTREET grew from 38 to 106 advisory reps. IAPD ↗fund
$1.22B RAUM · 106 reps · 844-943-5378
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL CREDIT ADVISORS LLC grew from 110 to 130 advisory reps. IAPD ↗fund
$38.80B RAUM · 130 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
POINT72 ASSET MANAGEMENT, L.P. grew from 1085 to 1271 advisory reps. IAPD ↗fund
$172.10B RAUM · 1271 reps · 203-890-2000 · link.chtbl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARLINGTON FINANCIAL ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$944.5M RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PLUM STREET ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$261.5M RAUM · 6 reps · 504-517-5107 · plumstreetadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CENTIVA CAPITAL, LP grew from 112 to 148 advisory reps. IAPD ↗fund
$18.99B RAUM · 148 reps · 212-554-4180 · centivacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ONE CHARLES PRIVATE WEALTH grew from 5 to 7 advisory reps. IAPD ↗
$715.1M RAUM · 7 reps · 617-337-4208 · focusfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
STORDAHL CAPITAL MANAGEMENT, INC. grew from 4 to 6 advisory reps. IAPD ↗
$530.4M RAUM · 6 reps · 303-770-0602 · stordahlcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BX REIT ADVISORS L.L.C. grew from 455 to 492 advisory reps. IAPD ↗institutional
$0 RAUM · 492 reps · 212-583-5000 · spoti.fi
CRMRecruiting & transitionsComplianceFinancial planning software
70
STONE OAK WEALTH MANAGEMENT, LLC grew from 5 to 7 advisory reps. IAPD ↗
$302.3M RAUM · 7 reps · 210-339-2707
CRMRecruiting & transitionsComplianceFinancial planning software
70
KIMERY WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$329.0M RAUM · 6 reps · (901) 291-5500
CRMRecruiting & transitionsComplianceFinancial planning software
70
LOGIX INVESTMENTS LLC grew from 2 to 4 advisory reps. IAPD ↗
$376.3M RAUM · 4 reps · 216-861-1148 · logixsv.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
STWD INVESTMENT MANAGEMENT, LLC grew from 75 to 105 advisory reps. IAPD ↗fund
$4.95B RAUM · 105 reps · 305.695.5500
CRMRecruiting & transitionsComplianceFinancial planning software
70
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC grew from 7 to 9 advisory reps. IAPD ↗
$379.7M RAUM · 9 reps · 913-295-9500
CRMRecruiting & transitionsComplianceFinancial planning software
70
CYPRESS CAPITAL ADVISORS, LLC grew from 2 to 4 advisory reps. IAPD ↗
$323.6M RAUM · 4 reps · 615-467-6075 · musicrowwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WIDMANN FINANCIAL SERVICES grew from 8 to 10 advisory reps. IAPD ↗
$341.5M RAUM · 10 reps · 301-262-2919 · widmannfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
OPAL WEALTH ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$825.9M RAUM · 8 reps · 516-388-7980
CRMRecruiting & transitionsComplianceFinancial planning software
70
CHICORY WEALTH grew from 9 to 11 advisory reps. IAPD ↗
$632.0M RAUM · 11 reps · (404) 294-5917 · chicorywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAIN CAPITAL REAL ESTATE, LP grew from 34 to 52 advisory reps. IAPD ↗fund
$9.37B RAUM · 52 reps · 617-516-2500
CRMRecruiting & transitionsComplianceFinancial planning software
70
FELICITAS GLOBAL PARTNERS, LLC grew from 8 to 10 advisory reps. IAPD ↗
$819.1M RAUM · 10 reps · 310.461.8990
CRMRecruiting & transitionsComplianceFinancial planning software
70
EXODUSPOINT CAPITAL MANAGEMENT, LP grew from 274 to 312 advisory reps. IAPD ↗fund
$85.73B RAUM · 312 reps · (646) 940 - 9600 · exoduspoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CAPASSO PLANNING PARTNERS LLC grew from 8 to 10 advisory reps. IAPD ↗
$332.8M RAUM · 10 reps · 843-608-8487 · capassoplanningpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PSG EQUITY L.L.C. grew from 140 to 159 advisory reps. IAPD ↗fund
$26.65B RAUM · 159 reps · 617-544-8800
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC grew from 110 to 130 advisory reps. IAPD ↗fund
$6.99B RAUM · 130 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC grew from 110 to 130 advisory reps. IAPD ↗fund
$20.83B RAUM · 130 reps · (212) 419-3000
CRMRecruiting & transitionsComplianceFinancial planning software
70
MACH-1 FINANCIAL GROUP, LLC grew from 4 to 6 advisory reps. IAPD ↗
$354.4M RAUM · 6 reps · 479-876-2100 · mach-1financial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MATTERN CAPITAL MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗
$918.0M RAUM · 5 reps · 720-710-2934
CRMRecruiting & transitionsComplianceFinancial planning software
70
EVERGREEN WEALTH SOLUTIONS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$390.6M RAUM · 7 reps · 570-601-6960 · egwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
AGL CREDIT MANAGEMENT LP grew from 13 to 32 advisory reps. IAPD ↗fund
$14.38B RAUM · 32 reps · 212-973-8600
CRMRecruiting & transitionsComplianceFinancial planning software
70
INVESTMENT RESEARCH PARTNERS grew from 4 to 6 advisory reps. IAPD ↗
$300.8M RAUM · 6 reps · 814-966-7206
CRMRecruiting & transitionsComplianceFinancial planning software
70
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC grew from 25 to 40 advisory reps. IAPD ↗fund
$34.84B RAUM · 40 reps · 212-257-5757 · pretium.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CHURCHILL INVESTMENT MANAGEMENT, LLC grew from 48 to 69 advisory reps. IAPD ↗institutional
$187.1M RAUM · 69 reps · 646-517-5353 · churchillre.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
AXIOM FINANCIAL STRATEGIES GROUP, LLC grew from 5 to 7 advisory reps. IAPD ↗
$346.3M RAUM · 7 reps · 812-913-7701 · axiomfsg.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CORE ADVISORY GROUP grew from 3 to 8 advisory reps. IAPD ↗
$238.2M RAUM · 8 reps · 803-324-5464 · strosserwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
LANSING STREET ADVISORS grew from 2 to 4 advisory reps. IAPD ↗
$378.9M RAUM · 4 reps · 215-718-2063 · lansingadv.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HINES CAPITAL ADVISORS LLC grew from 413 to 430 advisory reps. IAPD ↗fund
$2.89B RAUM · 430 reps · 713-621-8000
CRMRecruiting & transitionsComplianceFinancial planning software
70
AQUATIC CAPITAL MANAGEMENT LLC grew from 41 to 66 advisory reps. IAPD ↗fund
$5.54B RAUM · 66 reps · 312-858-6200 · aquatic.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC grew from 110 to 130 advisory reps. IAPD ↗fund
$7.63B RAUM · 130 reps · (212) 419-3000 · blueowlproducts.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC grew from 197 to 247 advisory reps. IAPD ↗fund
$281.35B RAUM · 247 reps · 414-665-1444 · capital.northwesternmutual.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GLOBAL KANDOR ADVISORS, LLC grew from 2 to 4 advisory reps. IAPD ↗
$379.3M RAUM · 4 reps · (786) 558-0391 · globalkandor.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TRUE NORTH FINANCIAL grew from 2 to 4 advisory reps. IAPD ↗
$357.4M RAUM · 4 reps · 406-294-5000 · planwithtruenorth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MILESTONE ASSET MANAGEMENT, LLC grew from 7 to 9 advisory reps. IAPD ↗
$445.8M RAUM · 9 reps · 412-643-3058 · milestoneassetmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SEASONS OF ADVICE WEALTH MANAGEMENT grew from 10 to 12 advisory reps. IAPD ↗
$931.8M RAUM · 12 reps · 212-977-3111 · soaplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CERRO PACIFIC WEALTH ADVISORS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$441.4M RAUM · 5 reps · 805-457-3300
CRMRecruiting & transitionsComplianceFinancial planning software
70
PROALTUS USA grew from 5 to 7 advisory reps. IAPD ↗
$400.3M RAUM · 7 reps · (857) 334-1921 · proaltus.us
CRMRecruiting & transitionsComplianceFinancial planning software
70
RETIREMENT PLANNING SOLUTIONS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$285.4M RAUM · 11 reps · 502-499-5668
CRMRecruiting & transitionsComplianceFinancial planning software
70
PERCHERON CAPITAL grew from 20 to 37 advisory reps. IAPD ↗fund
$3.09B RAUM · 37 reps · (415)738-4340 · percheroncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WEST MICHIGAN ADVISORS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$494.8M RAUM · 11 reps · (616) 820-1040
CRMRecruiting & transitionsComplianceFinancial planning software
70
TPG SOLUTIONS ADVISORS grew from 16 to 48 advisory reps. IAPD ↗fund
$4.54B RAUM · 48 reps · 817-871-4000 · tpg.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
INSIGHT CAPITAL MANAGEMENT grew from 2 to 4 advisory reps. IAPD ↗
$281.6M RAUM · 4 reps · 925-362-9571
CRMRecruiting & transitionsComplianceFinancial planning software
70
EISLER CAPITAL (US) LLC grew from 19 to 53 advisory reps. IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TRG INVESTMENT ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$913.0M RAUM · 6 reps · 800-222-6016
CRMRecruiting & transitionsComplianceFinancial planning software
70
VANTAGE FINANCIAL PARTNERS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$612.1M RAUM · 11 reps · 262-439-8587 · vantagefinancialwi.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC grew from 110 to 130 advisory reps. IAPD ↗fund
$10.15B RAUM · 130 reps · (212) 419-3000 · otic.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
QUANTUM FINANCIAL ADVISORS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$972.2M RAUM · 11 reps · (424) 447-8268
CRMRecruiting & transitionsComplianceFinancial planning software
70
STEVENS CAPITAL PARTNERS grew from 4 to 6 advisory reps. IAPD ↗
$282.2M RAUM · 6 reps · 402-251-5800 · mypurposefulwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ADDITION WEALTH grew from 7 to 12 advisory reps. IAPD ↗
$0 RAUM · 12 reps · 917-426-6711 · additionwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
RIALTO WEALTH MANAGEMENT grew from 3 to 5 advisory reps. IAPD ↗
$312.3M RAUM · 5 reps · 315-992-9129
CRMRecruiting & transitionsComplianceFinancial planning software
70
STEWARD ADVISORS GROUP, LLC grew from 1 to 6 advisory reps. IAPD ↗
$35.5M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
LET BOB ADVISORY, LLC grew from 1 to 6 advisory reps. IAPD ↗
$51,380 RAUM · 6 reps · 2052184597 · letbobtrade.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BALANZ grew from 1 to 3 advisory reps. IAPD ↗
$265.9M RAUM · 3 reps · 786 687-4066 · balanz.us
CRMRecruiting & transitionsComplianceFinancial planning software
70
REALTERM grew from 67 to 87 advisory reps. IAPD ↗fund
$9.21B RAUM · 87 reps · 410-280-1100 · realterm.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
A16Z PERENNIAL MANAGEMENT, L.P. grew from 7 to 9 advisory reps. IAPD ↗
$812.9M RAUM · 9 reps · (650) 798-5800 · a16z.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CANOPY PARTNERS grew from 1 to 3 advisory reps. IAPD ↗
$596.8M RAUM · 3 reps · 5134042604 · canopyfamilyoffice.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
THE SALVETTI GROUP grew from 4 to 6 advisory reps. IAPD ↗
$487.2M RAUM · 6 reps · 916-414-8282 · thesalvettigroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
KITCHING PARTNERS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$477.6M RAUM · 5 reps · 267-209-0830
CRMRecruiting & transitionsComplianceFinancial planning software
70
CORIENT IA LLC grew from 1 to 45 advisory reps. IAPD ↗fund
$4.60B RAUM · 45 reps · (786) 530-4306
CRMRecruiting & transitionsComplianceFinancial planning software
70
WOLFE RESEARCH ADVISORS, LLC grew from 99 to 145 advisory reps. IAPD ↗institutional
$0 RAUM · 145 reps · 646-845-0700
CRMRecruiting & transitionsComplianceFinancial planning software
70
EAGLE WEALTH MANAGEMENT GROUP INC. grew from 2 to 4 advisory reps. IAPD ↗
$310.7M RAUM · 4 reps · 661-257-9800 · eagleretirementplans.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT grew from 3 to 5 advisory reps. IAPD ↗
$454.6M RAUM · 5 reps · 9048747885
CRMRecruiting & transitionsComplianceFinancial planning software
70
BCPC ADVISORS, LP grew from 201 to 227 advisory reps. IAPD ↗institutional
$223.7M RAUM · 227 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
70
MUZINICH DIRECT LENDING ADVISER, LLC grew from 9 to 26 advisory reps. IAPD ↗institutional
$1,000 RAUM · 26 reps · 212-888-3413 · muzinich.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CURIO WEALTH, LLC grew from 4 to 6 advisory reps. IAPD ↗
$330.7M RAUM · 6 reps · 410-449-2599 · curiowealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
CVC CREDIT PARTNERS, LLC grew from 62 to 76 advisory reps. IAPD ↗fund
$36.45B RAUM · 76 reps · 212-506-3858 · cvc.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC grew from 170 to 184 advisory reps. IAPD ↗fund
$112.78B RAUM · 184 reps · 212-315-8100 · global-infra.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
SGL FINANCIAL, LLC grew from 12 to 16 advisory reps. IAPD ↗
$214.0M RAUM · 16 reps · 888-245-2388
CRMRecruiting & transitionsComplianceFinancial planning software
69
INCLINE EQUITY PARTNERS grew from 46 to 60 advisory reps. IAPD ↗fund
$5.50B RAUM · 60 reps · 412-315-7800
CRMRecruiting & transitionsComplianceFinancial planning software
69
VALOR EQUITY PARTNERS grew from 46 to 60 advisory reps. IAPD ↗fund
$16.99B RAUM · 60 reps · 312-683-1900
CRMRecruiting & transitionsComplianceFinancial planning software
69
BDT CAPITAL PARTNERS grew from 175 to 189 advisory reps. IAPD ↗fund
$49.69B RAUM · 189 reps · 312-660-7300 · bdtmsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
MSD PARTNERS, L.P. grew from 175 to 189 advisory reps. IAPD ↗fund
$24.12B RAUM · 189 reps · 212-303-1650 · bdtmsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
FIVE ELMS CAPITAL grew from 34 to 48 advisory reps. IAPD ↗fund
$2.38B RAUM · 48 reps · (913) 953-8960 · fiveelms.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
ENGINEERS GATE MANAGER LP grew from 46 to 60 advisory reps. IAPD ↗fund
$6.48B RAUM · 60 reps · 646-757-2800
CRMRecruiting & transitionsComplianceFinancial planning software
69
MONTICELLOAM, LLC grew from 35 to 49 advisory reps. IAPD ↗fund
$1.10B RAUM · 49 reps · 646-844-3600 · trustwellliving.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
FLEXPATH STRATEGIES grew from 4 to 13 advisory reps. IAPD ↗institutional
$54.25B RAUM · 13 reps · 949-460-9898 · flexpathstrategies.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
PENCE CAPITAL MANAGEMENT, LLC grew from 3 to 12 advisory reps. IAPD ↗institutional
$1.08B RAUM · 12 reps · 949-660-8777 · pencecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
ANTARES CAPITAL ADVISERS LLC grew from 191 to 205 advisory reps. IAPD ↗fund
$37.06B RAUM · 205 reps · (312) 889-9920 · antares.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
BANORTE ASSET MANAGEMENT, INC. grew from 9 to 13 advisory reps. IAPD ↗
$217.6M RAUM · 13 reps · 713-980-4600
CRMRecruiting & transitionsComplianceFinancial planning software
69
STG PARTNERS, LLC grew from 56 to 70 advisory reps. IAPD ↗fund
$11.75B RAUM · 70 reps · 650-935-9500 · stgpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC grew from 31 to 45 advisory reps. IAPD ↗fund
$14.05B RAUM · 45 reps · 212-720-1000 · aquarianinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
ARCTOS PARTNERS grew from 31 to 45 advisory reps. IAPD ↗fund
$9.83B RAUM · 45 reps · 972-918-3800
CRMRecruiting & transitionsComplianceFinancial planning software
69
THEPARTNERS WEALTH MANAGEMENT grew from 3 to 7 advisory reps. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · centralcoastfm.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
FRUITFUL grew from 6 to 10 advisory reps. IAPD ↗
$1.4M RAUM · 10 reps · (703) 997-2993 · fruitful.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
REVOLUT WEALTH INC. grew from 2 to 6 advisory reps. IAPD ↗
$496,673 RAUM · 6 reps · 914-357-4577 · revolut.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
AMERICAN CENTURY INVESTMENT MANAGEMENT INC grew from 204 to 217 advisory reps. IAPD ↗fund
$229.55B RAUM · 217 reps · 816-531-5575
CRMRecruiting & transitionsComplianceFinancial planning software
68
LONGVIEW FINANCIAL ADVISORS, INC. grew from 1 to 4 advisory reps. IAPD ↗
$180.5M RAUM · 4 reps · 256-534-1196 · longviewfa.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
GREYBULL PARTNERS LLC grew from 5 to 8 advisory reps. IAPD ↗
$223.3M RAUM · 8 reps · 404-815-8772 · earnestpartners.com.cn
CRMRecruiting & transitionsComplianceFinancial planning software
68
LD LOWE WEALTH ADVISORY grew from 2 to 5 advisory reps. IAPD ↗
$109.8M RAUM · 5 reps · 972-335-2523 · ldloweplan.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
FMSA grew from 9 to 12 advisory reps. IAPD ↗
$169.3M RAUM · 12 reps · 5612892602 · myfmsa.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
TA ASSOCIATES grew from 167 to 180 advisory reps. IAPD ↗fund
$59.60B RAUM · 180 reps · 617-574-6700 · ta.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ACUTA CAPITAL PARTNERS, LLC grew from 3 to 6 advisory reps. IAPD ↗
$244.2M RAUM · 6 reps · 650-486-0508 · acutacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
DEL-SETTE CAPITAL MANAGEMENT, LLC grew from 2 to 5 advisory reps. IAPD ↗
$151.8M RAUM · 5 reps · 518-793-3851
CRMRecruiting & transitionsComplianceFinancial planning software
68
RIALTO CAPITAL MANAGEMENT, LLC grew from 78 to 91 advisory reps. IAPD ↗fund
$17.01B RAUM · 91 reps · 305-485-2077 · rialtocapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
GRYPHON ADVISORS, LLC grew from 52 to 65 advisory reps. IAPD ↗fund
$9.05B RAUM · 65 reps · 415-217-7400
CRMRecruiting & transitionsComplianceFinancial planning software
68
QUANTUM CAPITAL GROUP grew from 14 to 68 advisory reps. IAPD ↗fund
$539.7M RAUM · 68 reps · 713-452-2000 · quantumcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
CLAYTON, DUBILIER & RICE, LLC grew from 118 to 131 advisory reps. IAPD ↗fund
$80.13B RAUM · 131 reps · (212) 407-5200
CRMRecruiting & transitionsComplianceFinancial planning software
68
NAPIER PARK GLOBAL CAPITAL LLC grew from 23 to 36 advisory reps. IAPD ↗fund
$11.74B RAUM · 36 reps · 212-235-0717 · napierparkglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
J. HAGAN CAPITAL, INC. grew from 3 to 6 advisory reps. IAPD ↗
$185.6M RAUM · 6 reps · (502) 690-5635 · stormproofretirement.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ADVANTAGE CAPITAL grew from 85 to 110 advisory reps. IAPD ↗fund
$832.5M RAUM · 110 reps · 504-522-4850 · advantagecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
SUMERU EQUITY PARTNERS grew from 28 to 41 advisory reps. IAPD ↗fund
$3.51B RAUM · 41 reps · 650-522-3300 · sumeruequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
Q3 ADVISORS, LLC grew from 4 to 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 9366892294
CRMRecruiting & transitionsComplianceFinancial planning software
68
ELEVATE CAPITAL ADVISORS grew from 3 to 6 advisory reps. IAPD ↗
$139.8M RAUM · 6 reps · 970-328-7526
CRMRecruiting & transitionsComplianceFinancial planning software
68
BC PARTNERS ADVISORS L.P. grew from 42 to 55 advisory reps. IAPD ↗fund
$25.24B RAUM · 55 reps · 212-891-2880 · bcpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
BAJA WEALTH ADVISORS LLC grew from 3 to 6 advisory reps. IAPD ↗
$72.6M RAUM · 6 reps · 212-850-4260 · bwa-mx.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
CROAK CAPITAL grew from 4 to 7 advisory reps. IAPD ↗
$213.1M RAUM · 7 reps · 419-464-7000
CRMRecruiting & transitionsComplianceFinancial planning software
68
SINECERA CAPITAL, LLC grew from 3 to 6 advisory reps. IAPD ↗
$124.6M RAUM · 6 reps · 512-980-4600
CRMRecruiting & transitionsComplianceFinancial planning software
68
NEXWEALTH LLC grew from 1 to 4 advisory reps. IAPD ↗
$129.4M RAUM · 4 reps · 561-971-3939 · nexwealthllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
CHICAGO ATLANTIC ADVISERS, LLC grew from 20 to 36 advisory reps. IAPD ↗fund
$679.1M RAUM · 36 reps · 312-809-7002 · chicagoatlantic.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
SYMETRA INVESTMENT MANAGEMENT COMPANY grew from 40 to 48 advisory reps. IAPD ↗institutional
$74.60B RAUM · 48 reps · 860-370-7812
CRMRecruiting & transitionsComplianceFinancial planning software
68
FAITH INVESTOR SERVICES grew from 2 to 5 advisory reps. IAPD ↗
$110.3M RAUM · 5 reps · (214) 462-7244
CRMRecruiting & transitionsComplianceFinancial planning software
68
INTEGRITY FINANCIAL ADVISORS, LLC grew from 5 to 8 advisory reps. IAPD ↗
$103.6M RAUM · 8 reps · 978-338-4830 · integrityfa.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
LS BDC ADVISER, LLC grew from 15 to 35 advisory reps. IAPD ↗fund
$548.9M RAUM · 35 reps · 786 598 2089
CRMRecruiting & transitionsComplianceFinancial planning software
68
365 WEALTH MANAGEMENT GROUP grew from 3 to 6 advisory reps. IAPD ↗
$150.0M RAUM · 6 reps · 513-880-0002 · 365wmg.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
OPTIMIZE FINANCIAL INC. grew from 2 to 5 advisory reps. IAPD ↗
$152.5M RAUM · 5 reps · 949-471-0000 · optimizefinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
EARNED WEALTH grew from 4 to 7 advisory reps. IAPD ↗
$106.6M RAUM · 7 reps · (914) 417-4556 · formefinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
AGTB FUND MANAGER, LLC grew from 70 to 78 advisory reps. IAPD ↗institutional
$1.48B RAUM · 78 reps · 212-692-2000 · agtbcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ASSET MANAGEMENT GROUP grew from 2 to 5 advisory reps. IAPD ↗
$129.0M RAUM · 5 reps · 678-792-5855
CRMRecruiting & transitionsComplianceFinancial planning software
68
AURELIUS FAMILY OFFICE, LLC grew from 2 to 5 advisory reps. IAPD ↗
$237.3M RAUM · 5 reps · 603-413-6060 · aurelius.net
CRMRecruiting & transitionsComplianceFinancial planning software
68
BROADSTREET GLOBAL ADVISORS, INC. grew from 1 to 4 advisory reps. IAPD ↗
$102.7M RAUM · 4 reps · 914-427-8036 · broadstreetglobaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
HALO INVESTMENT SERVICES, LLC grew from 2 to 15 advisory reps. IAPD ↗institutional
$31.2M RAUM · 15 reps · 312-586-2790
CRMRecruiting & transitionsComplianceFinancial planning software
68
SLP WEALTH grew from 13 to 16 advisory reps. IAPD ↗
$9.0M RAUM · 16 reps · (314) 301-8219 · slpwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ALTAR ROCK grew from 2 to 5 advisory reps. IAPD ↗
$3.1M RAUM · 5 reps · 917 226 0565 · altarrockwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PETTEE INVESTORS INC grew from 3 to 5 advisory reps. IAPD ↗
$232.3M RAUM · 5 reps · 203 9578880
CRMRecruiting & transitionsComplianceFinancial planning software
67
DONALD W. NICHOLSON & ASSOCIATES LTD grew from 2 to 4 advisory reps. IAPD ↗
$178.3M RAUM · 4 reps · 302-529-1500 · nicholson-associates.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PKS INVESTMENT ADVISORS LLC grew from 5 to 7 advisory reps. IAPD ↗
$174.6M RAUM · 7 reps · 410-546-5600
CRMRecruiting & transitionsComplianceFinancial planning software
67
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP grew from 78 to 90 advisory reps. IAPD ↗fund
$216.59B RAUM · 90 reps · 617-919-0000 · arrowstreetcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. grew from 4 to 6 advisory reps. IAPD ↗
$172.5M RAUM · 6 reps · 504-831-4636 · yourfinancialcoaches.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
SAGE FINANCIAL ADVISORS INC. grew from 3 to 5 advisory reps. IAPD ↗
$190.2M RAUM · 5 reps · 480-305-8060
CRMRecruiting & transitionsComplianceFinancial planning software
67
SMITH ASSET MANAGEMENT CO., LLC grew from 2 to 4 advisory reps. IAPD ↗
$233.7M RAUM · 4 reps · 352-493-7700
CRMRecruiting & transitionsComplianceFinancial planning software
67
DRAWBRIDGE CAPITAL grew from 7 to 9 advisory reps. IAPD ↗
$162.3M RAUM · 9 reps · 918-493-4190 · drawbridge.capital
CRMRecruiting & transitionsComplianceFinancial planning software
67
FINANCIAL FUTURES grew from 2 to 4 advisory reps. IAPD ↗
$182.4M RAUM · 4 reps · 732-722-7289 · financial-futures-llc.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
TURNER FINANCIAL GROUP, INC. grew from 2 to 4 advisory reps. IAPD ↗
$115.7M RAUM · 4 reps · 850-995-1797 · turnerfg.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BRADESCO GLOBAL ADVISORS grew from 6 to 8 advisory reps. IAPD ↗
$185.2M RAUM · 8 reps · 305-523-6536 · bradescoinvest.us
CRMRecruiting & transitionsComplianceFinancial planning software
67
ATS WEALTH MANAGEMENT grew from 3 to 5 advisory reps. IAPD ↗
$235.6M RAUM · 5 reps · 858-643-5757 · atswealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
STRATEGIC VALUE PARTNERS, LLC grew from 83 to 95 advisory reps. IAPD ↗fund
$21.03B RAUM · 95 reps · 203-618-3500 · svpglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC grew from 34 to 46 advisory reps. IAPD ↗fund
$9.56B RAUM · 46 reps · 310-237-7594
CRMRecruiting & transitionsComplianceFinancial planning software
67
GOLDBERG LINDSAY & CO. LLC grew from 29 to 41 advisory reps. IAPD ↗fund
$9.53B RAUM · 41 reps · 212-651-1100 · lindsaygoldbergllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PROVIDENCE FINANCIAL AND INSURANCES, INC. grew from 3 to 5 advisory reps. IAPD ↗
$153.4M RAUM · 5 reps · 818-887-6443 · providencefinancialradio.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
GUARDIAN WEALTH ADVISORS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$249.2M RAUM · 5 reps · 952-746-3211
CRMRecruiting & transitionsComplianceFinancial planning software
67
MARMO FINANCIAL GROUP, LLC grew from 2 to 4 advisory reps. IAPD ↗
$226.0M RAUM · 4 reps · 423-282-0514 · marmofinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
16TH AMENDMENT ADVISORS LLC grew from 4 to 6 advisory reps. IAPD ↗
$228.8M RAUM · 6 reps · 212-332-1600 · 16thadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
VERISAIL PARTNERS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$227.8M RAUM · 5 reps · 404-220-7662
CRMRecruiting & transitionsComplianceFinancial planning software
67
CLARITY WEALTH DEVELOPMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗
$140.6M RAUM · 5 reps · 541-753-1898
CRMRecruiting & transitionsComplianceFinancial planning software
67
FISCHER INVESTMENT STRATEGIES, LLC grew from 3 to 5 advisory reps. IAPD ↗
$170.8M RAUM · 5 reps · 805-418-7686 · fisfp.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
TRINITY HUNT MANAGEMENT, L.P. grew from 21 to 33 advisory reps. IAPD ↗fund
$2.24B RAUM · 33 reps · 214-777-6600
CRMRecruiting & transitionsComplianceFinancial planning software
67
TILIA FIDUCIARY PARTNERS, INC. grew from 2 to 4 advisory reps. IAPD ↗
$173.0M RAUM · 4 reps · 910-679-4093 · tiliapartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
TISHMAN SPEYER PROPERTIES, L.P. grew from 175 to 187 advisory reps. IAPD ↗fund
$16.08B RAUM · 187 reps · 212-715-0300 · tishmanspeyer.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ARTEMIS REAL ESTATE PARTNERS grew from 45 to 57 advisory reps. IAPD ↗fund
$8.45B RAUM · 57 reps · 240-235-2022 · artemisrep.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
SYMPHONY TECHNOLOGY GROUP, LLC grew from 57 to 71 advisory reps. IAPD ↗fund
$428.8M RAUM · 71 reps · 650-935-9500
CRMRecruiting & transitionsComplianceFinancial planning software
67
RP MANAGEMENT, LLC grew from 31 to 43 advisory reps. IAPD ↗fund
$17.65B RAUM · 43 reps · 212-883-0200
CRMRecruiting & transitionsComplianceFinancial planning software
67
SEVERIN INVESTMENTS LLC grew from 4 to 6 advisory reps. IAPD ↗
$112.7M RAUM · 6 reps · 314-983-2707
CRMRecruiting & transitionsComplianceFinancial planning software
67
LUKEN INVESTMENT ANALYTICS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$200.9M RAUM · 5 reps · (615) 550-5570 · lukeninvestmentanalytics.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ATLANTIS WEALTH ADVISORS LLC grew from 4 to 6 advisory reps. IAPD ↗
$141.4M RAUM · 6 reps · 419-794-0538 · camelotportfolios.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
LEFT BRAIN WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$243.4M RAUM · 6 reps · 630-517-9300
CRMRecruiting & transitionsComplianceFinancial planning software
67
WEALTHBUILDERS INVESTMENTS grew from 3 to 5 advisory reps. IAPD ↗
$121.7M RAUM · 5 reps · 972-719-2557 · investmentmastery.store
CRMRecruiting & transitionsComplianceFinancial planning software
67
TRADEMARK CAPITAL MANAGEMENT INC. grew from 2 to 4 advisory reps. IAPD ↗
$209.4M RAUM · 4 reps · 706-534-2351 · trademarkcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
CULTIVATING WEALTH grew from 3 to 5 advisory reps. IAPD ↗
$131.2M RAUM · 5 reps · (646) 693-7451 · napfa.org
CRMRecruiting & transitionsComplianceFinancial planning software
67
SMITH & WYATT grew from 4 to 6 advisory reps. IAPD ↗
$119.8M RAUM · 6 reps · 979-431-5440
CRMRecruiting & transitionsComplianceFinancial planning software
67
INTANDEM CAPITAL PARTNERS, LLC grew from 10 to 22 advisory reps. IAPD ↗fund
$1.97B RAUM · 22 reps · 646-930-1530 · intandemcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
GC OPAL ADVISORS LLC grew from 247 to 259 advisory reps. IAPD ↗fund
$104.13B RAUM · 259 reps · 312.205.5050
CRMRecruiting & transitionsComplianceFinancial planning software
67
JOURNEY BEYOND WEALTH grew from 3 to 5 advisory reps. IAPD ↗
$163.8M RAUM · 5 reps · 678-331-7900
CRMRecruiting & transitionsComplianceFinancial planning software
67
LYTLE INVESTMENTS grew from 4 to 6 advisory reps. IAPD ↗
$67.4M RAUM · 6 reps · 716-773-6626 · lytleinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PROXY WEALTH ADVISORS LLC grew from 9 to 11 advisory reps. IAPD ↗
$132.8M RAUM · 11 reps · 646-289-5075 · proxywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
WEALTHFD grew from 2 to 4 advisory reps. IAPD ↗
$32.5M RAUM · 4 reps · 215-671-6660 · taxfd.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
IFB WEALTH MANAGEMENT LLC grew from 5 to 7 advisory reps. IAPD ↗
$108.9M RAUM · 7 reps · 305-329-1520 · ifbwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
EAGLEBROOK ADVISORS grew from 2 to 4 advisory reps. IAPD ↗
$211.1M RAUM · 4 reps · 786-807-7374
CRMRecruiting & transitionsComplianceFinancial planning software
67
ABUNDO WEALTH grew from 6 to 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 612-502-5806
CRMRecruiting & transitionsComplianceFinancial planning software
67
MSP WEALTH MANAGEMENT, LLC grew from 5 to 7 advisory reps. IAPD ↗
$170.0M RAUM · 7 reps · 541-884-4164 · mspwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
CARDEA CAPITAL ADVISORS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$78.3M RAUM · 5 reps · 770-977-7779
CRMRecruiting & transitionsComplianceFinancial planning software
67
REGENT PROPERTIES grew from 10 to 17 advisory reps. IAPD ↗institutional
$2.22B RAUM · 17 reps · 310-806-9800 · regentproperties.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
DRIVEN INVESTMENTS LLC grew from 4 to 6 advisory reps. IAPD ↗
$109.3M RAUM · 6 reps · 844-932-3272
CRMRecruiting & transitionsComplianceFinancial planning software
67
HUNTER POINT CAPITAL LP grew from 19 to 31 advisory reps. IAPD ↗fund
$4.06B RAUM · 31 reps · (212) 970-0700
CRMRecruiting & transitionsComplianceFinancial planning software
67
ELEVATION ADVISORY PARTNERS LLC grew from 2 to 4 advisory reps. IAPD ↗
$171.8M RAUM · 4 reps · 407-567-1901
CRMRecruiting & transitionsComplianceFinancial planning software
67
ROOTED WEALTH ADVISORS grew from 4 to 6 advisory reps. IAPD ↗
$223.0M RAUM · 6 reps · 815-918-4727 · playbook4retirement.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
TRACTION FINANCIAL PARTNERS grew from 6 to 8 advisory reps. IAPD ↗
$238.5M RAUM · 8 reps · 307-672-9738 · tractionfp.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
FAMILY WEALTH PARTNERS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$210.4M RAUM · 7 reps · (704) 321-0152 · fwpnc.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
FUNDIFY ADVISORS LLC grew from 1 to 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 512-588-2552 · fundify.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
LUMIERE FINANCIAL GROUP LLC grew from 6 to 8 advisory reps. IAPD ↗
$45.0M RAUM · 8 reps · (212) 516-5900 · lumierefg.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ANCORATO grew from 4 to 6 advisory reps. IAPD ↗
$170.6M RAUM · 6 reps · 208-955-0500 · legacy-is.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
26NORTH grew from 23 to 35 advisory reps. IAPD ↗fund
$13.96B RAUM · 35 reps · 212-257-5220
CRMRecruiting & transitionsComplianceFinancial planning software
67
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC grew from 2 to 4 advisory reps. IAPD ↗
$176.9M RAUM · 4 reps · 858-384-5700 · ipwadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
OCHO INVESTMENT ADVISORS, LLC grew from 1 to 3 advisory reps. IAPD ↗
$16.5M RAUM · 3 reps · 2014720612 · carrymoney.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PETROS FAMILY WEALTH, LLC grew from 4 to 6 advisory reps. IAPD ↗
$231.4M RAUM · 6 reps · (612) 643-9995 · petrosfw.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
DOUBLE DUTY MONEY MANAGEMENT LLC grew from 1 to 3 advisory reps. IAPD ↗
$34.1M RAUM · 3 reps · (212) 408-1754
CRMRecruiting & transitionsComplianceFinancial planning software
67
EXPRESSIVE WEALTH LLC grew from 1 to 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 847-595-8812 · expressivewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
GEODE CAPITAL MANAGEMENT, LLC grew from 28 to 34 advisory reps. IAPD ↗institutional
$1062.80B RAUM · 34 reps · 1-800-777-6757
CRMRecruiting & transitionsComplianceFinancial planning software
66
CAXTON ASSOCIATES LP grew from 51 to 62 advisory reps. IAPD ↗fund
$25.58B RAUM · 62 reps · 212 593-7700 · caxton.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
TIPTREE ADVISORS, LLC grew from 4 to 15 advisory reps. IAPD ↗fund
$1.59B RAUM · 15 reps · 212-887-4400
CRMRecruiting & transitionsComplianceFinancial planning software
66
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC grew from 288 to 299 advisory reps. IAPD ↗fund
$139.84B RAUM · 299 reps · 212-458-6082 · corebridgefinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
INFRABRIDGE INVESTORS (US) LIMITED grew from 3 to 9 advisory reps. IAPD ↗institutional
$1.82B RAUM · 9 reps · 561-570-4644 · infrabridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
DME CAPITAL MANAGEMENT, LP grew from 0 to 11 advisory reps. IAPD ↗fund
$3.15B RAUM · 11 reps · 212-973-1900 · greenlightcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
CHARLESBANK CAPITAL PARTNERS, LLC grew from 78 to 89 advisory reps. IAPD ↗fund
$17.65B RAUM · 89 reps · 617-619-5400
CRMRecruiting & transitionsComplianceFinancial planning software
66
ANDREESSEN HOROWITZ grew from 89 to 100 advisory reps. IAPD ↗fund
$56.04B RAUM · 100 reps · (650) 798-5800
CRMRecruiting & transitionsComplianceFinancial planning software
66
THE RIVERSIDE COMPANY grew from 116 to 127 advisory reps. IAPD ↗fund
$14.10B RAUM · 127 reps · 212-265-6575 · trccs.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
ONE ROCK CAPITAL grew from 39 to 50 advisory reps. IAPD ↗fund
$10.41B RAUM · 50 reps · 212-605-6000 · onerock.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
ADVANTAGE CAPITAL MANAGEMENT grew from 19 to 30 advisory reps. IAPD ↗fund
$6.46B RAUM · 30 reps · (332) 245 3563 · acap.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
WATERTON INVESTMENT ADVISER, L.L.C. grew from 53 to 64 advisory reps. IAPD ↗fund
$4.71B RAUM · 64 reps · 312-948-4500 · g.page
CRMRecruiting & transitionsComplianceFinancial planning software
66
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC grew from 113 to 124 advisory reps. IAPD ↗fund
$8.22B RAUM · 124 reps · 301-760-7600
CRMRecruiting & transitionsComplianceFinancial planning software
66
COPENHAGEN INFRASTRUCTURE PARTNERS INC. grew from 20 to 31 advisory reps. IAPD ↗fund
$29.75B RAUM · 31 reps · +1 646-300-0541
CRMRecruiting & transitionsComplianceFinancial planning software
65
LCG ASSOCIATES, INC. grew from 44 to 49 advisory reps. IAPD ↗institutional
$1.96B RAUM · 49 reps · (770) 644-0100
CRMRecruiting & transitionsComplianceFinancial planning software
65
DUFF & PHELPS INVESTMENT MANAGEMENT CO. grew from 23 to 28 advisory reps. IAPD ↗institutional
$12.28B RAUM · 28 reps · 312-263-2610 · dpimc.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
HILLTOP SECURITIES ASSET MANAGEMENT, LLC grew from 7 to 12 advisory reps. IAPD ↗institutional
$27.23B RAUM · 12 reps · 214-953-4000 · hilltopsecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT grew from 39 to 44 advisory reps. IAPD ↗institutional
$20.61B RAUM · 44 reps · 212-483-1818
CRMRecruiting & transitionsComplianceFinancial planning software
65
GABELLI & COMPANY INVESTMENT ADVISERS, INC. grew from 8 to 18 advisory reps. IAPD ↗fund
$1.53B RAUM · 18 reps · 914-921-5135 · gabellipartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
ADHESION WEALTH ADVISOR SOLUTIONS grew from 10 to 15 advisory reps. IAPD ↗institutional
$8.78B RAUM · 15 reps · 888-295-8351 · adhesionwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
LGIM AMERICA grew from 75 to 85 advisory reps. IAPD ↗fund
$222.35B RAUM · 85 reps · 312-585-0300 · lgima.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
SIXTH STREET SPECIALTY LENDING ADVISERS, LLC grew from 37 to 42 advisory reps. IAPD ↗institutional
$3.34B RAUM · 42 reps · 469-621-3001
CRMRecruiting & transitionsComplianceFinancial planning software
65
STONE POINT CAPITAL LLC grew from 87 to 97 advisory reps. IAPD ↗fund
$48.45B RAUM · 97 reps · 203-862-2900 · stonepointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
ARSENAL CAPITAL MANAGEMENT LP grew from 56 to 66 advisory reps. IAPD ↗fund
$10.58B RAUM · 66 reps · 212-771-1717 · arsenalcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
FRAZIER HEALTHCARE PARTNERS grew from 52 to 62 advisory reps. IAPD ↗fund
$5.20B RAUM · 62 reps · 206-621-7200 · frazierhealthcare.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
GREAT HILL PARTNERS grew from 61 to 71 advisory reps. IAPD ↗fund
$13.53B RAUM · 71 reps · 617-790-9400
CRMRecruiting & transitionsComplianceFinancial planning software
65
RA CAPITAL MANAGEMENT, LP grew from 70 to 80 advisory reps. IAPD ↗fund
$11.32B RAUM · 80 reps · 617-778-2500 · racap.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
TJC LP grew from 53 to 63 advisory reps. IAPD ↗fund
$30.13B RAUM · 63 reps · 212 572-0800 · tjclp.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
AUDAX PRIVATE EQUITY grew from 96 to 106 advisory reps. IAPD ↗fund
$18.98B RAUM · 106 reps · 617-859-1520 · audaxgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
COMVEST ADVISORS LLC grew from 70 to 80 advisory reps. IAPD ↗fund
$4.26B RAUM · 80 reps · 561-727-2000 · comvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
FALFURRIAS MANAGEMENT PARTNERS LP grew from 26 to 36 advisory reps. IAPD ↗fund
$3.22B RAUM · 36 reps · 704-371-3220 · falfurriascapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
MONROE CAPITAL BDC ADVISORS, LLC grew from 10 to 15 advisory reps. IAPD ↗institutional
$3.15B RAUM · 15 reps · (312) 258-8300 · monroebdc.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
THE VISTRIA GROUP, LP grew from 45 to 55 advisory reps. IAPD ↗fund
$9.65B RAUM · 55 reps · 312-626-1100 · vistria.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
NEXUS CAPITAL MANAGEMENT LP grew from 12 to 22 advisory reps. IAPD ↗fund
$2.50B RAUM · 22 reps · (424) 330-8820
CRMRecruiting & transitionsComplianceFinancial planning software
65
THOROFARE, LLC grew from 16 to 21 advisory reps. IAPD ↗institutional
$1.58B RAUM · 21 reps · 617-880-7494
CRMRecruiting & transitionsComplianceFinancial planning software
65
AMPLIFY INVESTMENTS LLC grew from 17 to 22 advisory reps. IAPD ↗institutional
$5.33B RAUM · 22 reps · (630)-487-2530
CRMRecruiting & transitionsComplianceFinancial planning software
65
CVC ADVISORS (U.S.) INC. grew from 47 to 52 advisory reps. IAPD ↗institutional
$15.33B RAUM · 52 reps · +1 212 265 6222
CRMRecruiting & transitionsComplianceFinancial planning software
65
VISION RIDGE PARTNERS, LLC grew from 19 to 29 advisory reps. IAPD ↗fund
$3.96B RAUM · 29 reps · 720-616-6506
CRMRecruiting & transitionsComplianceFinancial planning software
65
IPI PARTNERS, LLC grew from 30 to 40 advisory reps. IAPD ↗fund
$9.61B RAUM · 40 reps · 312-796-2200 · ipipartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
FS/EIG ADVISOR, LLC grew from 15 to 20 advisory reps. IAPD ↗institutional
$2.22B RAUM · 20 reps · 215-220-6651 · fsinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
GLP CAPITAL PARTNERS, INC. grew from 20 to 30 advisory reps. IAPD ↗fund
$9.38B RAUM · 30 reps · (310) 393-6788 · gcp.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
CHURCHILL DLC ADVISOR LLC grew from 61 to 66 advisory reps. IAPD ↗institutional
$1.73B RAUM · 66 reps · 212-478-9200 · churchillam.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
TRINITY FUND ADVISORS LLC grew from 15 to 27 advisory reps. IAPD ↗fund
$626.7M RAUM · 27 reps · 808-529-0909
CRMRecruiting & transitionsComplianceFinancial planning software
65
COMVEST CREDIT ADVISORS, LLC grew from 70 to 80 advisory reps. IAPD ↗fund
$4.83B RAUM · 80 reps · 561-727-2000 · comvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
COMMONWEALTH CREDIT ADVISORS, LLC grew from 70 to 80 advisory reps. IAPD ↗fund
$1.27B RAUM · 80 reps · 561-727-2000 · comvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
HAVELI INVESTMENT MANAGEMENT LLC grew from 24 to 34 advisory reps. IAPD ↗fund
$2.69B RAUM · 34 reps · 512-987-7314
CRMRecruiting & transitionsComplianceFinancial planning software
65
CSL III ADVISOR, LLC grew from 153 to 160 advisory reps. IAPD ↗institutional
$487.5M RAUM · 160 reps · 212-813-4900
CRMRecruiting & transitionsComplianceFinancial planning software
65
KUVARE ASSET MANAGEMENT grew from 31 to 41 advisory reps. IAPD ↗fund
$27.58B RAUM · 41 reps · 312-682-6389 · kuvareassetmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
BRICKTOWN CAPITAL, LLC grew from 27 to 32 advisory reps. IAPD ↗institutional
$9.95B RAUM · 32 reps · 313-225-0221 · bricktowncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
SIXTH STREET LENDING PARTNERS ADVISERS, LLC grew from 37 to 42 advisory reps. IAPD ↗institutional
$3.14B RAUM · 42 reps · 469-621-3001
CRMRecruiting & transitionsComplianceFinancial planning software
65
BLUE OWL STRATEGIC EQUITY ADVISORS LLC grew from 110 to 130 advisory reps. IAPD ↗fund
$126.6M RAUM · 130 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
TOWERS WATSON INVESTMENT SERVICES, INC. grew from 192 to 201 advisory reps. IAPD ↗fund
$51.37B RAUM · 201 reps · 312-288-7700
CRMRecruiting & transitionsComplianceFinancial planning software
64
KEYSTONE NATIONAL GROUP, LLC grew from 25 to 34 advisory reps. IAPD ↗fund
$2.13B RAUM · 34 reps · 925-480-6050 · keystonenational.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
GC ADVISORS LLC grew from 219 to 228 advisory reps. IAPD ↗fund
$132.77B RAUM · 228 reps · 312-205-5050
CRMRecruiting & transitionsComplianceFinancial planning software
64
ARGOSY CAPITAL grew from 38 to 47 advisory reps. IAPD ↗fund
$3.34B RAUM · 47 reps · 610-971-9685 · argosycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
BERKSHIRE PARTNERS LLC grew from 87 to 96 advisory reps. IAPD ↗fund
$23.27B RAUM · 96 reps · (617) 227-0050
CRMRecruiting & transitionsComplianceFinancial planning software
64
RESOURCE CAPITAL FUNDS grew from 42 to 51 advisory reps. IAPD ↗fund
$2.29B RAUM · 51 reps · 720-946-1444 · resourcecapitalfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
SEARCHLIGHT CAPITAL PARTNERS grew from 60 to 69 advisory reps. IAPD ↗fund
$15.21B RAUM · 69 reps · 212-293-3730 · searchlightcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
H.I.G. WHITEHORSE ADVISERS, LLC grew from 59 to 65 advisory reps. IAPD ↗institutional
$730.8M RAUM · 65 reps · 305-379-2322 · higwhitehorse.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
GAUGE CAPITAL grew from 26 to 35 advisory reps. IAPD ↗fund
$3.34B RAUM · 35 reps · 682-334-5800
CRMRecruiting & transitionsComplianceFinancial planning software
64
SILVERSMITH CAPITAL PARTNERS grew from 26 to 35 advisory reps. IAPD ↗fund
$4.94B RAUM · 35 reps · 617-670-4300 · silversmithcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
FS FUND ADVISOR, LLC grew from 7 to 11 advisory reps. IAPD ↗institutional
$2.57B RAUM · 11 reps · 215-220-6651 · fskkradvisor.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
BLACKSTONE ISG-I ADVISORS L.L.C. grew from 21 to 30 advisory reps. IAPD ↗fund
$132.74B RAUM · 30 reps · 212-583-5000 · soundcloud.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
BLACKSTONE ISG-II ADVISORS L.L.C. grew from 21 to 30 advisory reps. IAPD ↗fund
$14.29B RAUM · 30 reps · 212-583-5000 · soundcloud.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
DIGITAL BRIDGE ADVISORS, LLC grew from 41 to 50 advisory reps. IAPD ↗fund
$13.47B RAUM · 50 reps · 561-570-4644 · digitalbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
AQUARIAN HOLDINGS MANAGEMENT LLC grew from 21 to 30 advisory reps. IAPD ↗fund
$1.02B RAUM · 30 reps · 212-720-1000 · aquarianlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ARA PARTNERS grew from 23 to 32 advisory reps. IAPD ↗fund
$6.17B RAUM · 32 reps · (713) 337-9150 · arapartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ELLIOTT INVESTMENT MANAGEMENT L.P. grew from 229 to 238 advisory reps. IAPD ↗fund
$97.37B RAUM · 238 reps · (561) 584-8800
CRMRecruiting & transitionsComplianceFinancial planning software
64
EPFC CAPITAL PARTNERS grew from 3 to 9 advisory reps. IAPD ↗institutional
$417.4M RAUM · 9 reps · 786-744-7050 · epfc.capital
CRMRecruiting & transitionsComplianceFinancial planning software
64
ANTARES CAPITAL CREDIT ADVISERS LLC grew from 196 to 205 advisory reps. IAPD ↗institutional
$0 RAUM · 205 reps · 312-889-9920 · antares.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
AEA QP ADVISERS LLC grew from 112 to 120 advisory reps. IAPD ↗fund
$15.59B RAUM · 120 reps · 212-644-5900 · aeainvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
WHITESTAR ADVISORS, LLC grew from 5 to 10 advisory reps. IAPD ↗institutional
$530.3M RAUM · 10 reps · 561-999-9949 · whitestarllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
TRPC ADVISORY SERVICES grew from 6 to 11 advisory reps. IAPD ↗institutional
$899.2M RAUM · 11 reps · 888-673-5440
CRMRecruiting & transitionsComplianceFinancial planning software
63
BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS grew from 10 to 18 advisory reps. IAPD ↗fund
$3.54B RAUM · 18 reps · 212-359-7800 · bentallgreenoak.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
BAIN CAPITAL PRIVATE EQUITY, LP grew from 381 to 389 advisory reps. IAPD ↗fund
$78.60B RAUM · 389 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
63
EXCHANGE TRADED CONCEPTS, LLC grew from 9 to 12 advisory reps. IAPD ↗institutional
$5.49B RAUM · 12 reps · 405-778-8377
CRMRecruiting & transitionsComplianceFinancial planning software
63
CRESCENT CAPITAL GROUP LP grew from 106 to 114 advisory reps. IAPD ↗fund
$42.56B RAUM · 114 reps · 310-235-5900 · crescentcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
WEISS ASSET MANAGEMENT grew from 40 to 48 advisory reps. IAPD ↗fund
$6.72B RAUM · 48 reps · 617-778-7780 · weissasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
GRAHAM PARTNERS, INC. grew from 59 to 67 advisory reps. IAPD ↗fund
$3.51B RAUM · 67 reps · 610-408-0500 · grahampartners.net
CRMRecruiting & transitionsComplianceFinancial planning software
63
PARTHENON CAPITAL PARTNERS grew from 31 to 39 advisory reps. IAPD ↗fund
$12.95B RAUM · 39 reps · 415-913-3900 · parthenoncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
SOUND POINT CAPITAL MANAGEMENT, LP grew from 68 to 76 advisory reps. IAPD ↗fund
$38.38B RAUM · 76 reps · (212) 895-2280 · soundpointcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
SIXTH STREET ADVISERS, LLC grew from 267 to 275 advisory reps. IAPD ↗fund
$70.98B RAUM · 275 reps · 469-621-3001
CRMRecruiting & transitionsComplianceFinancial planning software
63
TPG CAPITAL ADVISORS, LLC grew from 342 to 350 advisory reps. IAPD ↗fund
$112.21B RAUM · 350 reps · 817-871-4000 · tpg.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
STONE RIDGE ASSET MANAGEMENT LLC grew from 20 to 28 advisory reps. IAPD ↗fund
$24.99B RAUM · 28 reps · 212-257-4750 · stoneridgefunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
RIVER CANYON FUND MANAGEMENT LLC grew from 42 to 47 advisory reps. IAPD ↗institutional
$884.6M RAUM · 47 reps · 214 253 6000 · rivercanyonfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
GCP INVESTMENT ADVISOR, LLC grew from 64 to 72 advisory reps. IAPD ↗fund
$3.60B RAUM · 72 reps · 312-966-3800 · greencourtepartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
OPENGATE CAPITAL MANAGEMENT, LLC grew from 22 to 30 advisory reps. IAPD ↗fund
$1.51B RAUM · 30 reps · 310-432-7000
CRMRecruiting & transitionsComplianceFinancial planning software
63
THEOREM grew from 21 to 29 advisory reps. IAPD ↗fund
$2.02B RAUM · 29 reps · 415-489-0457 · theoremlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
LWO LLC grew from 10 to 20 advisory reps. IAPD ↗fund
$278.6M RAUM · 20 reps · 469-351-3470
CRMRecruiting & transitionsComplianceFinancial planning software
63
HOLOCENE ADVISORS, LP grew from 37 to 45 advisory reps. IAPD ↗fund
$36.69B RAUM · 45 reps · 646-779-6420
CRMRecruiting & transitionsComplianceFinancial planning software
63
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC grew from 108 to 116 advisory reps. IAPD ↗fund
$39.06B RAUM · 116 reps · 561-544-7475 · digitalbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
CAPACUITY LLC grew from 11 to 14 advisory reps. IAPD ↗institutional
$7.11B RAUM · 14 reps · (407) 949-6889 · capacuity.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
OXFORD FINANCE ADVISORS, LLC grew from 68 to 76 advisory reps. IAPD ↗fund
$1.23B RAUM · 76 reps · 703-519-4900
CRMRecruiting & transitionsComplianceFinancial planning software
63
TIVERTON ADVISORS, LLC grew from 16 to 24 advisory reps. IAPD ↗fund
$1.62B RAUM · 24 reps · 919-307-4527
CRMRecruiting & transitionsComplianceFinancial planning software
63
SOUTHERN RIDGES CAPITAL (USA) LLC grew from 8 to 11 advisory reps. IAPD ↗institutional
$1.01B RAUM · 11 reps · +1 332 910 5167
CRMRecruiting & transitionsComplianceFinancial planning software
63
DEXTRA PARTNERS grew from 6 to 14 advisory reps. IAPD ↗fund
$3.40B RAUM · 14 reps · 212-300-9820
CRMRecruiting & transitionsComplianceFinancial planning software
63
STRIVE ASSET MANAGEMENT grew from 1 to 4 advisory reps. IAPD ↗institutional
$1.08B RAUM · 4 reps · 614-704-0187
CRMRecruiting & transitionsComplianceFinancial planning software
62
FEDERATED SECURITIES CORP. grew from 195 to 202 advisory reps. IAPD ↗institutional
$0 RAUM · 202 reps · (412) 288-1900
CRMRecruiting & transitionsComplianceFinancial planning software
62
ARDIAN grew from 69 to 76 advisory reps. IAPD ↗fund
$1.61B RAUM · 76 reps · 212-506-5610 · ardian.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. grew from 6 to 8 advisory reps. IAPD ↗institutional
$6.22B RAUM · 8 reps · 212-421-6800
CRMRecruiting & transitionsComplianceFinancial planning software
62
PRETIUM CREDIT MANAGEMENT, LLC grew from 17 to 24 advisory reps. IAPD ↗fund
$3.22B RAUM · 24 reps · 704-628-4100
CRMRecruiting & transitionsComplianceFinancial planning software
62
DBX ADVISORS LLC grew from 9 to 11 advisory reps. IAPD ↗institutional
$20.04B RAUM · 11 reps · 212-454-4500
CRMRecruiting & transitionsComplianceFinancial planning software
62
PERCEPTIVE ADVISORS grew from 23 to 30 advisory reps. IAPD ↗fund
$9.72B RAUM · 30 reps · 646-205-5300
CRMRecruiting & transitionsComplianceFinancial planning software
62
GTIS PARTNERS grew from 85 to 92 advisory reps. IAPD ↗fund
$2.61B RAUM · 92 reps · 212-220-5200
CRMRecruiting & transitionsComplianceFinancial planning software
62
CENTERBRIDGE PARTNERS, L.P. grew from 102 to 109 advisory reps. IAPD ↗fund
$56.29B RAUM · 109 reps · 212-672-5000 · centerbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
GOLDEN GATE CAPITAL grew from 48 to 55 advisory reps. IAPD ↗fund
$10.46B RAUM · 55 reps · 415 983 2700 · goldengatecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
BV INVESTMENT PARTNERS, L.P. grew from 22 to 29 advisory reps. IAPD ↗fund
$5.67B RAUM · 29 reps · 617-350-1500 · bvlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
AUDAX PRIVATE DEBT grew from 54 to 61 advisory reps. IAPD ↗fund
$19.90B RAUM · 61 reps · 212-703-2700 · audaxprivatedebt.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
TRANSWESTERN INVESTMENT MANAGEMENT, LLC grew from 19 to 26 advisory reps. IAPD ↗fund
$4.02B RAUM · 26 reps · 214-572-9817 · transwesterninvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
INTERVEST CAPITAL PARTNERS LLC grew from 17 to 21 advisory reps. IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
CRMRecruiting & transitionsComplianceFinancial planning software
62
CION INVESTMENT MANAGEMENT, LLC grew from 9 to 11 advisory reps. IAPD ↗institutional
$2.00B RAUM · 11 reps · 212-418-4700 · cioninvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
LGT CAPITAL PARTNERS (USA) INC. grew from 38 to 45 advisory reps. IAPD ↗fund
$55.73B RAUM · 45 reps · 212-336-0650 · lgtcp.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
DEERPATH CAPITAL MANAGEMENT, LP grew from 81 to 88 advisory reps. IAPD ↗fund
$7.24B RAUM · 88 reps · 212-922-0724 · deerpathcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. grew from 153 to 160 advisory reps. IAPD ↗fund
$46.76B RAUM · 160 reps · 212-813-4900 · carlyle.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
TURN/RIVER MANAGEMENT, L.P. grew from 48 to 55 advisory reps. IAPD ↗fund
$2.69B RAUM · 55 reps · 415-858-0910 · turnriver.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
VEST FINANCIAL LLC grew from 8 to 10 advisory reps. IAPD ↗institutional
$24.38B RAUM · 10 reps · 855-979-6060
CRMRecruiting & transitionsComplianceFinancial planning software
62
TRIVE CAPITAL MANAGEMENT LLC grew from 40 to 47 advisory reps. IAPD ↗fund
$6.74B RAUM · 47 reps · 214-499-9715
CRMRecruiting & transitionsComplianceFinancial planning software
62
NEWFRONT RETIREMENT SERVICES, INC. grew from 16 to 20 advisory reps. IAPD ↗institutional
$366.8M RAUM · 20 reps · 415-754-3635 · newfront.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
KEY GROUP HOLDINGS (USA) INC grew from 8 to 10 advisory reps. IAPD ↗institutional
$4.33B RAUM · 10 reps · 1-214-461-0528
CRMRecruiting & transitionsComplianceFinancial planning software
62
BASIS MANAGEMENT GROUP LLC grew from 33 to 40 advisory reps. IAPD ↗fund
$1.33B RAUM · 40 reps · 212-842-5712 · basisinvgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
PRITZKER PRIVATE CAPITAL grew from 45 to 52 advisory reps. IAPD ↗fund
$5.56B RAUM · 52 reps · 312-447-6050 · ppcpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
GEF CAPITAL PARTNERS grew from 29 to 36 advisory reps. IAPD ↗fund
$1.54B RAUM · 36 reps · 202-743-2898
CRMRecruiting & transitionsComplianceFinancial planning software
62
COMPASS ROSE ASSET MANAGEMENT grew from 11 to 18 advisory reps. IAPD ↗fund
$12.35B RAUM · 18 reps · 212-888-1433 · compassroseam.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
FORUM CAPITAL ADVISORS LLC grew from 6 to 15 advisory reps. IAPD ↗fund
$827.8M RAUM · 15 reps · 303-501-8860 · forumcapadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
GARNETT STATION PARTNERS grew from 14 to 21 advisory reps. IAPD ↗fund
$2.32B RAUM · 21 reps · (917) 671-9731 · garnettstation.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
CORNERSTONE ADVISORS, LLC grew from 5 to 7 advisory reps. IAPD ↗institutional
$2.29B RAUM · 7 reps · 828-210-8184
CRMRecruiting & transitionsComplianceFinancial planning software
62
RRA CAPITAL grew from 14 to 18 advisory reps. IAPD ↗institutional
$432.8M RAUM · 18 reps · 602-714-5111
CRMRecruiting & transitionsComplianceFinancial planning software
62
GDA LUMA CAPITAL MANAGEMENT, LP grew from 4 to 13 advisory reps. IAPD ↗fund
$331.9M RAUM · 13 reps · 917-312-6701 · gdaluma.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
RENOVUS ASSOCIATES, LLC grew from 14 to 21 advisory reps. IAPD ↗fund
$1.54B RAUM · 21 reps · 610-848-7700
CRMRecruiting & transitionsComplianceFinancial planning software
62
HARBOURVIEW EQUITY PARTNERS, LLC grew from 19 to 26 advisory reps. IAPD ↗fund
$1.45B RAUM · 26 reps · 973-329-0285 · harbourviewequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
SYMMETRY INVESTMENTS US LLC grew from 2 to 4 advisory reps. IAPD ↗institutional
$12.88B RAUM · 4 reps · 646-939-4060 · symmetryinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
IMPACTASSETS CAPITAL PARTNERS PBLLC grew from 9 to 11 advisory reps. IAPD ↗institutional
$1.58B RAUM · 11 reps · 855-920-2303 · impactassetscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
CAPVEST PARTNERS, INC. grew from 6 to 8 advisory reps. IAPD ↗institutional
$5.92B RAUM · 8 reps · 212-430-1400
CRMRecruiting & transitionsComplianceFinancial planning software
61
HEITMAN CAPITAL MANAGEMENT LLC grew from 185 to 191 advisory reps. IAPD ↗fund
$8.60B RAUM · 191 reps · (312) 855-5700
CRMRecruiting & transitionsComplianceFinancial planning software
61
MERIT ENERGY COMPANY grew from 16 to 22 advisory reps. IAPD ↗fund
$4.60B RAUM · 22 reps · 972-701-8377 · meritenergy.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
CARDINAL INVESTMENT ADVISORS, L.L.C. grew from 38 to 44 advisory reps. IAPD ↗institutional
$0 RAUM · 44 reps · 312-212-4000 · cia-llc.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
CRESTLINE MANAGEMENT, L.P. grew from 142 to 148 advisory reps. IAPD ↗fund
$24.54B RAUM · 148 reps · 817-339-7600 · crestlineinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
MELLON HEDGE ADVISORS grew from 0 to 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 617 722 7018
CRMRecruiting & transitionsComplianceFinancial planning software
61
TOP TIER CAPITAL PARTNERS, LLC grew from 17 to 23 advisory reps. IAPD ↗fund
$7.18B RAUM · 23 reps · 415-835-7500 · ttcp.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. grew from 144 to 150 advisory reps. IAPD ↗fund
$68.54B RAUM · 150 reps · 212-583-5000 · spoti.fi
CRMRecruiting & transitionsComplianceFinancial planning software
61
BEACH POINT CAPITAL MANAGEMENT LP grew from 61 to 67 advisory reps. IAPD ↗fund
$18.00B RAUM · 67 reps · (310) 996-9700 · beachpoint.capital
CRMRecruiting & transitionsComplianceFinancial planning software
61
MIDOCEAN US ADVISOR, L.P. grew from 17 to 23 advisory reps. IAPD ↗fund
$3.70B RAUM · 23 reps · 212-497-1400 · midoceanpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
SHAMROCK CAPITAL ADVISORS, LLC grew from 33 to 39 advisory reps. IAPD ↗fund
$4.34B RAUM · 39 reps · 310-974-6600 · shamrockcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
ACCEL-KKR grew from 65 to 71 advisory reps. IAPD ↗fund
$19.30B RAUM · 71 reps · 650-289-2460 · accel-kkr.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
CLARION CAPITAL PARTNERS, LLC grew from 17 to 23 advisory reps. IAPD ↗fund
$1.74B RAUM · 23 reps · 212-821-0170 · clarion-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
THE STERLING GROUP, L.P. grew from 40 to 46 advisory reps. IAPD ↗fund
$5.93B RAUM · 46 reps · 713-877-8257 · sterling-group.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
PCCP, LLC grew from 71 to 77 advisory reps. IAPD ↗fund
$15.35B RAUM · 77 reps · 310-414-7870
CRMRecruiting & transitionsComplianceFinancial planning software
61
AKSIA CA LLC grew from 25 to 31 advisory reps. IAPD ↗fund
$1.91B RAUM · 31 reps · 858-456-6000
CRMRecruiting & transitionsComplianceFinancial planning software
61
GTCR LLC grew from 80 to 86 advisory reps. IAPD ↗fund
$39.88B RAUM · 86 reps · 312-382-2200 · gtcr.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. grew from 60 to 66 advisory reps. IAPD ↗fund
$4.73B RAUM · 66 reps · 415-310-0391
CRMRecruiting & transitionsComplianceFinancial planning software
61
VICTORY PARK CAPITAL grew from 29 to 35 advisory reps. IAPD ↗fund
$4.64B RAUM · 35 reps · 312-701-1777
CRMRecruiting & transitionsComplianceFinancial planning software
61
BERKSHIRE PROPERTY ADVISORS, LLC grew from 52 to 58 advisory reps. IAPD ↗fund
$12.75B RAUM · 58 reps · 617-646-2300
CRMRecruiting & transitionsComplianceFinancial planning software
61
TIGER INFRASTRUCTURE PARTNERS LP grew from 17 to 23 advisory reps. IAPD ↗fund
$3.09B RAUM · 23 reps · 212-201-2180
CRMRecruiting & transitionsComplianceFinancial planning software
61
CETERA INVESTMENT MANAGEMENT LLC grew from 7 to 13 advisory reps. IAPD ↗institutional
$0 RAUM · 13 reps · 310-257-7880 · cetera.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
ALLIANT RETIREMENT CONSULTING grew from 17 to 23 advisory reps. IAPD ↗institutional
$144.0M RAUM · 23 reps · (713) 470-4208 · alliantretirementconsulting.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC grew from 46 to 52 advisory reps. IAPD ↗fund
$8.26B RAUM · 52 reps · 212-235-1000 · redbirdcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
TERRACAP MANAGEMENT LLC grew from 12 to 18 advisory reps. IAPD ↗fund
$2.32B RAUM · 18 reps · 239-540-2002 · terracapmgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
RUBICON TECHNOLOGY MANAGEMENT L.L.C. grew from 21 to 27 advisory reps. IAPD ↗fund
$3.98B RAUM · 27 reps · (303) 872-6950 · rubicontp.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
TPG REAL ESTATE ADVISORS, LLC grew from 38 to 44 advisory reps. IAPD ↗fund
$15.79B RAUM · 44 reps · 817-871-4000
CRMRecruiting & transitionsComplianceFinancial planning software
61
REVELSTOKE CAPITAL PARTNERS grew from 41 to 47 advisory reps. IAPD ↗fund
$5.49B RAUM · 47 reps · 303-953-7438
CRMRecruiting & transitionsComplianceFinancial planning software
61
WARWICK INVESTMENT GROUP, LLC grew from 13 to 19 advisory reps. IAPD ↗fund
$1.65B RAUM · 19 reps · 405-607-3400
CRMRecruiting & transitionsComplianceFinancial planning software
61
TRINITAS CAPITAL MANAGEMENT grew from 8 to 14 advisory reps. IAPD ↗fund
$12.92B RAUM · 14 reps · 214-420-2400 · trinitascmllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
QUINBROOK INFRASTRUCTURE PARTNERS LLC grew from 6 to 12 advisory reps. IAPD ↗fund
$4.83B RAUM · 12 reps · 346-998-5830 · quinbrook.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
CORE INDUSTRIAL PARTNERS, LLC grew from 22 to 28 advisory reps. IAPD ↗fund
$2.00B RAUM · 28 reps · 312-566-4880
CRMRecruiting & transitionsComplianceFinancial planning software
61
GALAXY DIGITAL CAPITAL MANAGEMENT LP grew from 22 to 28 advisory reps. IAPD ↗fund
$3.65B RAUM · 28 reps · 212-499-0081
CRMRecruiting & transitionsComplianceFinancial planning software
61
CORTLAND INVESTMENT MANAGEMENT, LLC grew from 117 to 123 advisory reps. IAPD ↗fund
$5.58B RAUM · 123 reps · 404-965-3988 · cortland.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
ACHIEVE PARTNERS MANAGEMENT, LLC grew from 6 to 14 advisory reps. IAPD ↗fund
$602.8M RAUM · 14 reps · 332-400-1140 · achievepartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
BAIN CAPITAL INSURANCE SOLUTIONS, LP grew from 13 to 19 advisory reps. IAPD ↗fund
$1.86B RAUM · 19 reps · 617-516-2318 · baincapitalinsurance.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. grew from 15 to 21 advisory reps. IAPD ↗fund
$1.86B RAUM · 21 reps · 212-720-0300 · newmountainfinance.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
GHISALLO CAPITAL MANAGEMENT LLC grew from 13 to 19 advisory reps. IAPD ↗fund
$2.79B RAUM · 19 reps · 617-502-5735 · ghisallo.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
CAI MANAGER LP grew from 7 to 13 advisory reps. IAPD ↗fund
$1.38B RAUM · 13 reps · (415) 640-5422
CRMRecruiting & transitionsComplianceFinancial planning software
61
SORA INVESTORS grew from 4 to 7 advisory reps. IAPD ↗institutional
$673.1M RAUM · 7 reps · 610-801-2000
CRMRecruiting & transitionsComplianceFinancial planning software
61
VELOCITY CAPITAL ADVISORS LLC grew from 7 to 10 advisory reps. IAPD ↗institutional
$818.2M RAUM · 10 reps · 917-847-0499 · velocitycapllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
INVESCO SENIOR SECURED MANAGEMENT, INC. grew from 54 to 59 advisory reps. IAPD ↗fund
$31.07B RAUM · 59 reps · 212-278-9000
CRMRecruiting & transitionsComplianceFinancial planning software
60
CANYON CAPITAL ADVISORS LLC grew from 42 to 47 advisory reps. IAPD ↗fund
$13.65B RAUM · 47 reps · 214-253-6000 · canyonpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
POLEN CAPITAL CREDIT, LLC grew from 17 to 22 advisory reps. IAPD ↗fund
$7.44B RAUM · 22 reps · 781-283-8500
CRMRecruiting & transitionsComplianceFinancial planning software
60
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC grew from 80 to 85 advisory reps. IAPD ↗fund
$9.47B RAUM · 85 reps · 617-747-1600 · manulifeim.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
HBK CAPITAL MANAGEMENT grew from 54 to 59 advisory reps. IAPD ↗fund
$20.31B RAUM · 59 reps · 214-758-6100
CRMRecruiting & transitionsComplianceFinancial planning software
60
CABOT PROPERTIES L.P. grew from 95 to 100 advisory reps. IAPD ↗fund
$7.92B RAUM · 100 reps · 617-723-7400 · cabotprop.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
CONNING INVESTMENT PRODUCTS, INC. grew from 3 to 5 advisory reps. IAPD ↗institutional
$486.5M RAUM · 5 reps · 860-299-2000
CRMRecruiting & transitionsComplianceFinancial planning software
60
TIMBERLAND INVESTMENT RESOURCES, LLC grew from 23 to 28 advisory reps. IAPD ↗fund
$1.95B RAUM · 28 reps · 404-848-2000 · tirllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
NUMERIC INVESTORS LLC grew from 39 to 44 advisory reps. IAPD ↗fund
$48.87B RAUM · 44 reps · 617 897 7800 · man.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ALTARIS, LLC grew from 27 to 32 advisory reps. IAPD ↗fund
$9.41B RAUM · 32 reps · 212-931-0250 · altariscap.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SLR CAPITAL PARTNERS, LLC grew from 26 to 31 advisory reps. IAPD ↗fund
$8.71B RAUM · 31 reps · 212-993-1670
CRMRecruiting & transitionsComplianceFinancial planning software
60
MIDOCEAN CREDIT PARTNERS grew from 17 to 22 advisory reps. IAPD ↗fund
$7.87B RAUM · 22 reps · 212-497-1400 · midoceanpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SABA CAPITAL MANAGEMENT, L.P. grew from 14 to 19 advisory reps. IAPD ↗fund
$13.42B RAUM · 19 reps · 212-542-3610 · sabacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BOW RIVER CAPITAL grew from 25 to 30 advisory reps. IAPD ↗fund
$2.95B RAUM · 30 reps · 303-861-8466
CRMRecruiting & transitionsComplianceFinancial planning software
60
KING STREET CAPITAL MANAGEMENT, L.P. grew from 77 to 82 advisory reps. IAPD ↗fund
$28.41B RAUM · 82 reps · 212-812-3100 · kingstreet.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
MAKENA CAPITAL MANAGEMENT, LLC grew from 28 to 33 advisory reps. IAPD ↗fund
$23.37B RAUM · 33 reps · 650-926-0510
CRMRecruiting & transitionsComplianceFinancial planning software
60
INDUSTRIAL OPPORTUNITY PARTNERS, LLC grew from 14 to 19 advisory reps. IAPD ↗fund
$1.25B RAUM · 19 reps · 847-556-3460 · iopfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SWANDER PACE CAPITAL grew from 14 to 19 advisory reps. IAPD ↗fund
$1.17B RAUM · 19 reps · 415-477-8500 · spcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
J. GOLDMAN & CO., L.P. grew from 54 to 59 advisory reps. IAPD ↗fund
$3.65B RAUM · 59 reps · 212-262-4990 · jgoldmanlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
NMS CAPITAL SERVICES, LLC grew from 15 to 20 advisory reps. IAPD ↗fund
$1.70B RAUM · 20 reps · 212-422-7099 · nms-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
GRANDEUR PEAK GLOBAL ADVISORS grew from 32 to 37 advisory reps. IAPD ↗fund
$6.32B RAUM · 37 reps · 801-384-0000
CRMRecruiting & transitionsComplianceFinancial planning software
60
HARVEST PARTNERS, LP grew from 57 to 62 advisory reps. IAPD ↗fund
$21.09B RAUM · 62 reps · 212-599-6300 · harvestpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BRACEBRIDGE CAPITAL, LLC grew from 52 to 57 advisory reps. IAPD ↗fund
$65.10B RAUM · 57 reps · 617-497-3500 · bracebridgecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
HELLMAN & FRIEDMAN LLC grew from 65 to 70 advisory reps. IAPD ↗fund
$105.67B RAUM · 70 reps · 415-788-5111
CRMRecruiting & transitionsComplianceFinancial planning software
60
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC grew from 18 to 23 advisory reps. IAPD ↗fund
$1.66B RAUM · 23 reps · 561-961-1000 · encorecm.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
PRIME FINANCE ADVISOR, L.P. grew from 83 to 88 advisory reps. IAPD ↗fund
$18.59B RAUM · 88 reps · 415-986-2415 · primefinance.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC grew from 14 to 19 advisory reps. IAPD ↗fund
$4.80B RAUM · 19 reps · 646-517-3323 · kimmeridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
CARMEL PARTNERS grew from 11 to 16 advisory reps. IAPD ↗fund
$6.03B RAUM · 16 reps · 415-273-2900 · carmelpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
POINTSTATE CAPITAL LP grew from 18 to 23 advisory reps. IAPD ↗fund
$7.39B RAUM · 23 reps · 212-830-7000
CRMRecruiting & transitionsComplianceFinancial planning software
60
THRIVE CAPITAL grew from 22 to 27 advisory reps. IAPD ↗fund
$15.57B RAUM · 27 reps · (646) 680-0240
CRMRecruiting & transitionsComplianceFinancial planning software
60
RIBBIT CAPITAL grew from 9 to 14 advisory reps. IAPD ↗fund
$12.33B RAUM · 14 reps · 650-485-3758 · ribbitcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LCN CAPITAL MANAGEMENT, L.P. grew from 15 to 20 advisory reps. IAPD ↗fund
$5.20B RAUM · 20 reps · 212-201-4076 · lcnpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ARMISTICE CAPITAL LLC grew from 12 to 17 advisory reps. IAPD ↗fund
$5.91B RAUM · 17 reps · 212-231-4930 · armisticecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
DUNES POINT CAPITAL, L.P. grew from 21 to 26 advisory reps. IAPD ↗fund
$2.02B RAUM · 26 reps · 914-269-2020 · dunespointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
JUNIPER CAPITAL ADVISORS, L.P. grew from 13 to 18 advisory reps. IAPD ↗fund
$1.37B RAUM · 18 reps · 713-335-4700 · juncap.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
OEP CAPITAL ADVISORS, L.P. grew from 42 to 47 advisory reps. IAPD ↗fund
$11.00B RAUM · 47 reps · 212-277-1500 · oneequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
CANYON CLO ADVISORS LP grew from 42 to 47 advisory reps. IAPD ↗fund
$8.14B RAUM · 47 reps · 214 253 6000
CRMRecruiting & transitionsComplianceFinancial planning software
60
GAMUT CAPITAL MANAGEMENT, L.P. grew from 14 to 19 advisory reps. IAPD ↗fund
$3.58B RAUM · 19 reps · 212 309 2600 · gamutcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SKYKNIGHT CAPITAL, L.P. grew from 10 to 15 advisory reps. IAPD ↗fund
$3.55B RAUM · 15 reps · 415.914.0782 · skyknightcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
WATEREQUITY LLC grew from 22 to 29 advisory reps. IAPD ↗fund
$322.2M RAUM · 29 reps · 816-800-8100
CRMRecruiting & transitionsComplianceFinancial planning software
60
ENERGY IMPACT PARTNERS LP grew from 52 to 57 advisory reps. IAPD ↗fund
$4.54B RAUM · 57 reps · 212-899-9700 · energyimpactpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
REDDING RIDGE ASSET MANAGEMENT LLC grew from 36 to 41 advisory reps. IAPD ↗fund
$19.43B RAUM · 41 reps · (877) 256-7726 · rram.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
PEARL RIVER CAPITAL, LLC grew from 7 to 9 advisory reps. IAPD ↗institutional
$719.1M RAUM · 9 reps · 269-479-1493 · prcquant.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
FAIRMOUNT FUNDS MANAGEMENT LLC grew from 6 to 11 advisory reps. IAPD ↗fund
$2.28B RAUM · 11 reps · 267-262-5300 · fairmountfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BREGAL INVESTMENTS, INC. grew from 51 to 56 advisory reps. IAPD ↗fund
$25.85B RAUM · 56 reps · 212-704-3000
CRMRecruiting & transitionsComplianceFinancial planning software
60
BLUE TORCH CAPITAL LP grew from 14 to 19 advisory reps. IAPD ↗fund
$6.71B RAUM · 19 reps · 212-503-5850 · bluetorchcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LIGHTBAY CAPITAL grew from 18 to 23 advisory reps. IAPD ↗fund
$1.93B RAUM · 23 reps · 310-919-4300
CRMRecruiting & transitionsComplianceFinancial planning software
60
DIAMETER CAPITAL PARTNERS LP grew from 45 to 50 advisory reps. IAPD ↗fund
$18.31B RAUM · 50 reps · 212-655-1400 · diametercap.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC grew from 10 to 15 advisory reps. IAPD ↗fund
$2.53B RAUM · 15 reps · 617-410-4800 · evolutioncreditpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ELMWOOD ASSET MANAGEMENT LLC grew from 14 to 19 advisory reps. IAPD ↗fund
$14.94B RAUM · 19 reps · 646-876-2350 · elmwoodasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC grew from 21 to 26 advisory reps. IAPD ↗fund
$9.39B RAUM · 26 reps · 212-321-4250
CRMRecruiting & transitionsComplianceFinancial planning software
60
SHERIDAN CAPITAL PARTNERS grew from 10 to 15 advisory reps. IAPD ↗fund
$1.05B RAUM · 15 reps · (312) 548-7064
CRMRecruiting & transitionsComplianceFinancial planning software
60
CINCTIVE CAPITAL MANAGEMENT LP grew from 50 to 55 advisory reps. IAPD ↗fund
$3.02B RAUM · 55 reps · 332.208.6800 · cinctive.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BLACKSTONE GROWTH ADVISORS L.L.C. grew from 39 to 44 advisory reps. IAPD ↗fund
$8.54B RAUM · 44 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
60
CARLYLE AVIATION PDP MANAGEMENT LLC grew from 21 to 26 advisory reps. IAPD ↗fund
$9.83B RAUM · 26 reps · 305-579-2340 · carlyle.aero
CRMRecruiting & transitionsComplianceFinancial planning software
60
INVESCO LOAN MANAGER, LLC grew from 54 to 59 advisory reps. IAPD ↗fund
$14.63B RAUM · 59 reps · 212 278-9000
CRMRecruiting & transitionsComplianceFinancial planning software
60
RALLYDAY PARTNERS, LLC grew from 9 to 16 advisory reps. IAPD ↗fund
$329.0M RAUM · 16 reps · 303-494-1992 · rallydaypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
PACELINE EQUITY PARTNERS, LLC grew from 25 to 30 advisory reps. IAPD ↗fund
$1.67B RAUM · 30 reps · 469-405-0908 · pacelineequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
WINCORAM ASSET MANAGEMENT LLC grew from 9 to 14 advisory reps. IAPD ↗fund
$2.39B RAUM · 14 reps · 832-791-2320 · wincoram.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
GRAYSCALE ADVISORS grew from 4 to 14 advisory reps. IAPD ↗fund
$7.8M RAUM · 14 reps · 212-668-1427 · etfs.grayscale.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
A FIN MANAGEMENT LLC grew from 15 to 20 advisory reps. IAPD ↗fund
$3.00B RAUM · 20 reps · 305-280-0680 · affinitypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SANDBROOK CAPITAL MANAGEMENT LP grew from 12 to 17 advisory reps. IAPD ↗fund
$2.15B RAUM · 17 reps · 475-268-1450 · sandbrook.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
VOLATILITY SHARES LLC grew from 3 to 5 advisory reps. IAPD ↗institutional
$538.3M RAUM · 5 reps · 866-261-0273 · volatilityshares.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
COMVEST CREDIT MANAGERS, LLC grew from 70 to 80 advisory reps. IAPD ↗fund
$18.3M RAUM · 80 reps · (561) 727-2000 · comvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
STRIVE ADVISORY, LLC grew from 0 to 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 614-704-0187 · strive.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ALTERRA IOS MANAGER, LLC grew from 10 to 15 advisory reps. IAPD ↗fund
$2.13B RAUM · 15 reps · 215-240-1231 · ios.alterraproperty.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
21SHARES US LLC grew from 5 to 10 advisory reps. IAPD ↗institutional
$18.7M RAUM · 10 reps · 646-370-6016 · 21shares.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
PRESTON CAPITAL grew from 4 to 9 advisory reps. IAPD ↗fund
$1.04B RAUM · 9 reps · 949-272-2000 · prestoncap.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
AON SECURITIES LLC grew from 7 to 11 advisory reps. IAPD ↗institutional
$0 RAUM · 11 reps · 312-381-4488
CRMRecruiting & transitionsComplianceFinancial planning software
59
USI SECURITIES, INC. grew from 15 to 19 advisory reps. IAPD ↗institutional
$0 RAUM · 19 reps · 860-652-3239
CRMRecruiting & transitionsComplianceFinancial planning software
59
ALCENTRA NY, LLC grew from 11 to 15 advisory reps. IAPD ↗fund
$16.38B RAUM · 15 reps · 212-588-6770 · alcentra.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
CFI PARTNERS grew from 16 to 20 advisory reps. IAPD ↗fund
$5.86B RAUM · 20 reps · 312-416-4300
CRMRecruiting & transitionsComplianceFinancial planning software
59
GRAYCLIFF PARTNERS LP grew from 20 to 24 advisory reps. IAPD ↗fund
$2.43B RAUM · 24 reps · 212-300-2910 · graycliffpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
CIVC PARTNERS grew from 19 to 23 advisory reps. IAPD ↗fund
$2.27B RAUM · 23 reps · (312) 873-7300 · civc.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
BAKER BROTHERS INVESTMENTS grew from 14 to 18 advisory reps. IAPD ↗fund
$21.98B RAUM · 18 reps · 212-339-5600
CRMRecruiting & transitionsComplianceFinancial planning software
59
YUKON PARTNERS MANAGEMENT, L.L.C. grew from 12 to 16 advisory reps. IAPD ↗fund
$1.84B RAUM · 16 reps · 612-435-7800
CRMRecruiting & transitionsComplianceFinancial planning software
59
STERLING FUND MANAGEMENT, LLC grew from 20 to 24 advisory reps. IAPD ↗fund
$1.09B RAUM · 24 reps · 312-465-7000 · avathoncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
CAPITALSPRING grew from 17 to 21 advisory reps. IAPD ↗fund
$2.52B RAUM · 21 reps · 212-981-0140 · capitalspring.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
INTERVAL PARTNERS, L.P. grew from 17 to 21 advisory reps. IAPD ↗fund
$5.35B RAUM · 21 reps · 646-412-6800
CRMRecruiting & transitionsComplianceFinancial planning software
59
SAGARD REAL ESTATE ADVISORS grew from 20 to 24 advisory reps. IAPD ↗fund
$1.15B RAUM · 24 reps · 303-986-2222 · sagard.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
AS BIRCH GROVE LP grew from 14 to 18 advisory reps. IAPD ↗fund
$6.04B RAUM · 18 reps · 212-753-7510 · asbirchgrove.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
TOWER ARCH CAPITAL grew from 15 to 19 advisory reps. IAPD ↗fund
$1.90B RAUM · 19 reps · 801-997-5808 · towerarch.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
OBERLAND CAPITAL MANAGEMENT LLC grew from 15 to 19 advisory reps. IAPD ↗fund
$3.12B RAUM · 19 reps · 212-257-5850 · oberlandcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
STAPLE STREET CAPITAL grew from 19 to 25 advisory reps. IAPD ↗fund
$942.1M RAUM · 25 reps · 212-613-3100 · staplestreetcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
LFM CAPITAL grew from 20 to 24 advisory reps. IAPD ↗fund
$1.11B RAUM · 24 reps · (615) 983-6294 · lfmcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
COMMUNITY INVESTMENT MANAGEMENT LLC grew from 13 to 19 advisory reps. IAPD ↗fund
$892.3M RAUM · 19 reps · 415-857-3233 · cim-llc.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
CRAYHILL CAPITAL MANAGEMENT LP grew from 12 to 16 advisory reps. IAPD ↗fund
$2.08B RAUM · 16 reps · (212) 634-3250
CRMRecruiting & transitionsComplianceFinancial planning software
59
ANGELES EQUITY PARTNERS, LLC grew from 20 to 24 advisory reps. IAPD ↗fund
$1.09B RAUM · 24 reps · (310) 844-9200 · angelesequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
MPE PARTNERS grew from 15 to 19 advisory reps. IAPD ↗fund
$1.46B RAUM · 19 reps · 216-416-7500
CRMRecruiting & transitionsComplianceFinancial planning software
59
NEXPHASE CAPITAL, LP grew from 19 to 23 advisory reps. IAPD ↗fund
$2.27B RAUM · 23 reps · 212 878-6000 · nexphase.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ATAIROS MANAGEMENT, L.P. grew from 20 to 24 advisory reps. IAPD ↗fund
$7.80B RAUM · 24 reps · 484-381-4144
CRMRecruiting & transitionsComplianceFinancial planning software
59
ROCKTOP PARTNERS, LLC grew from 10 to 16 advisory reps. IAPD ↗fund
$260.5M RAUM · 16 reps · 844-456-6316 · rocktoppartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
BUTTERFLY EQUITY LP grew from 19 to 23 advisory reps. IAPD ↗fund
$4.05B RAUM · 23 reps · 310-409-4994 · bfly.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
MAGNETAR ASSET MANAGEMENT LLC grew from 15 to 19 advisory reps. IAPD ↗institutional
$163.3M RAUM · 19 reps · 847-905-4400 · magnetar.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
EFFICIENT CAPITAL MANAGEMENT LLC grew from 10 to 14 advisory reps. IAPD ↗fund
$1.00B RAUM · 14 reps · 630-657-6800 · efficientcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
PATHLIGHT CAPITAL grew from 16 to 20 advisory reps. IAPD ↗fund
$2.79B RAUM · 20 reps · 617-830-7055 · pathlightcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC grew from 3 to 9 advisory reps. IAPD ↗fund
$511.6M RAUM · 9 reps · 786-548-1886 · arringtoncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
SOUND POINT CLO C-MOA, LLC grew from 11 to 15 advisory reps. IAPD ↗fund
$4.49B RAUM · 15 reps · 212-895-2280
CRMRecruiting & transitionsComplianceFinancial planning software
59
SWEETWATER PRIVATE EQUITY grew from 7 to 11 advisory reps. IAPD ↗fund
$1.14B RAUM · 11 reps · 760-652-6353
CRMRecruiting & transitionsComplianceFinancial planning software
59
TACTICAL FUND ADVISORS, LLC grew from 1 to 5 advisory reps. IAPD ↗institutional
$140.4M RAUM · 5 reps · 866-987-0915
CRMRecruiting & transitionsComplianceFinancial planning software
59
SMASH VENTURES MANAGEMENT COMPANY LP grew from 12 to 16 advisory reps. IAPD ↗fund
$1.65B RAUM · 16 reps · 310-365-8809
CRMRecruiting & transitionsComplianceFinancial planning software
59
PALISTAR CAPITAL LP grew from 11 to 15 advisory reps. IAPD ↗fund
$2.51B RAUM · 15 reps · 212-583-8660 · palistar.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
KINGSWOOD CAPITAL MANAGEMENT, L.P. grew from 12 to 16 advisory reps. IAPD ↗fund
$1.69B RAUM · 16 reps · 424-200-6600 · kingswood-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
I80 GROUP LP grew from 10 to 14 advisory reps. IAPD ↗fund
$1.59B RAUM · 14 reps · 212-433-3626 · i80group.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
SOLUM PARTNERS grew from 18 to 22 advisory reps. IAPD ↗fund
$1.84B RAUM · 22 reps · 617-655-9750 · solumpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
MANTEIO CAPITAL LLC grew from 10 to 16 advisory reps. IAPD ↗fund
$409.5M RAUM · 16 reps · 917-736-9209 · manteiocapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC grew from 14 to 18 advisory reps. IAPD ↗fund
$1.08B RAUM · 18 reps · 424.254.9774 · pacificavenuecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
BRASA CAPITAL MANAGEMENT grew from 6 to 10 advisory reps. IAPD ↗fund
$1.11B RAUM · 10 reps · 310-620-2889
CRMRecruiting & transitionsComplianceFinancial planning software
59
COMPASS GROUP EQUITY PARTNERS grew from 12 to 18 advisory reps. IAPD ↗fund
$430.2M RAUM · 18 reps · 314-721-2800 · cgep.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
READYSTATE ASSET MANAGEMENT grew from 12 to 16 advisory reps. IAPD ↗fund
$5.58B RAUM · 16 reps · 312-471-8600
CRMRecruiting & transitionsComplianceFinancial planning software
59
LONE VIEW CAPITAL grew from 12 to 16 advisory reps. IAPD ↗fund
$1.07B RAUM · 16 reps · 310-424-4660 · loneviewcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC grew from 5 to 9 advisory reps. IAPD ↗fund
$2.37B RAUM · 9 reps · 312-948-9899 · usitfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC grew from 3 to 9 advisory reps. IAPD ↗fund
$608.8M RAUM · 9 reps · 646-757-1310 · anthemis.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ANDALUSIAN CREDIT PARTNERS, LLC grew from 7 to 11 advisory reps. IAPD ↗institutional
$940,916 RAUM · 11 reps · 973-314-3045 · andalusiancredit.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
TYR CAPITAL ADVISORS, LLC grew from 0 to 9 advisory reps. IAPD ↗fund
$140.0M RAUM · 9 reps · 9135745800
CRMRecruiting & transitionsComplianceFinancial planning software
59
THE LINONIA PARTNERSHIP LP grew from 1 to 5 advisory reps. IAPD ↗fund
$1.03B RAUM · 5 reps · (646) 989 4222
CRMRecruiting & transitionsComplianceFinancial planning software
58
PINE RIVER CAPITAL MANAGEMENT L.P. grew from 12 to 15 advisory reps. IAPD ↗fund
$9.72B RAUM · 15 reps · 612-238-3300 · pinerivercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
FLEXSTONE PARTNERS, LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$5.35B RAUM · 8 reps · 212-703-0300
CRMRecruiting & transitionsComplianceFinancial planning software
58
BVF PARTNERS L.P. grew from 8 to 11 advisory reps. IAPD ↗fund
$6.15B RAUM · 11 reps · 415-525-8800 · bvflp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
VSS FUND MANAGEMENT LLC grew from 20 to 25 advisory reps. IAPD ↗fund
$960.8M RAUM · 25 reps · 212-935-4990 · vss.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
SOLAMERE CAPITAL, LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$4.76B RAUM · 13 reps · 857-362-9200 · solamerecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
EQUITY INTERNATIONAL grew from 7 to 10 advisory reps. IAPD ↗fund
$1.61B RAUM · 10 reps · 312-675-7400 · equityinternational.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
HITE HEDGE ASSET MANAGEMENT LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$1.88B RAUM · 13 reps · 617-431-4360 · hitehedge.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
GENNX360 MANAGEMENT COMPANY, LLC grew from 13 to 16 advisory reps. IAPD ↗fund
$2.10B RAUM · 16 reps · 212-257-6782 · gennx360.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
YELLOW WOOD PARTNERS grew from 14 to 17 advisory reps. IAPD ↗fund
$2.12B RAUM · 17 reps · 617-500-6340
CRMRecruiting & transitionsComplianceFinancial planning software
58
ORION RESOURCE PARTNERS (USA), LP grew from 15 to 18 advisory reps. IAPD ↗fund
$7.43B RAUM · 18 reps · 212-596-3511 · orionrp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
ALTOS VENTURES MANAGEMENT, INC. grew from 15 to 18 advisory reps. IAPD ↗fund
$7.66B RAUM · 18 reps · 650-234-9771
CRMRecruiting & transitionsComplianceFinancial planning software
58
LONG RIDGE EQUITY PARTNERS grew from 14 to 17 advisory reps. IAPD ↗fund
$2.11B RAUM · 17 reps · 212-951-8651 · lrepllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
424 CAPITAL, LLC grew from 14 to 19 advisory reps. IAPD ↗fund
$297.9M RAUM · 19 reps · 781-295-4000
CRMRecruiting & transitionsComplianceFinancial planning software
58
CORMORANT ASSET MANAGEMENT, LP grew from 3 to 6 advisory reps. IAPD ↗fund
$4.02B RAUM · 6 reps · 857-702-0370
CRMRecruiting & transitionsComplianceFinancial planning software
58
MARBLE CAPITAL LP grew from 5 to 8 advisory reps. IAPD ↗fund
$2.38B RAUM · 8 reps · 713-823-5433
CRMRecruiting & transitionsComplianceFinancial planning software
58
BAY POINT ADVISORS, LLC grew from 15 to 20 advisory reps. IAPD ↗fund
$712.9M RAUM · 20 reps · (404) 963-6031
CRMRecruiting & transitionsComplianceFinancial planning software
58
FIVE ARROWS MANAGERS (USA) LLC grew from 20 to 25 advisory reps. IAPD ↗fund
$835.3M RAUM · 25 reps · 212-300-1999 · rothschildandco.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
VWH CAPITAL MANAGEMENT, LP grew from 15 to 18 advisory reps. IAPD ↗fund
$4.05B RAUM · 18 reps · (212) 468-5584
CRMRecruiting & transitionsComplianceFinancial planning software
58
GLENDOWER CAPITAL grew from 14 to 17 advisory reps. IAPD ↗fund
$15.65B RAUM · 17 reps · 1 212 653 8400
CRMRecruiting & transitionsComplianceFinancial planning software
58
LORIENT CAPITAL MANAGEMENT, LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$1.36B RAUM · 13 reps · 248-247-3900
CRMRecruiting & transitionsComplianceFinancial planning software
58
EVERSIDE CAPITAL PARTNERS grew from 7 to 10 advisory reps. IAPD ↗fund
$1.88B RAUM · 10 reps · 646-603-3608
CRMRecruiting & transitionsComplianceFinancial planning software
58
MILL POINT CAPITAL LLC grew from 12 to 15 advisory reps. IAPD ↗fund
$1.84B RAUM · 15 reps · (212) 416-5800 · millpoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
COVENTURE MANAGEMENT, LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$1.46B RAUM · 13 reps · 646-287-2541 · angel.co
CRMRecruiting & transitionsComplianceFinancial planning software
58
SDC CAPITAL PARTNERS, LLC grew from 15 to 18 advisory reps. IAPD ↗fund
$4.50B RAUM · 18 reps · 212-813-6700 · sdccapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
SONA ASSET MANAGEMENT (US) LLC grew from 7 to 10 advisory reps. IAPD ↗fund
$12.84B RAUM · 10 reps · 646-779-6302 · sona-am.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
MEDALIST PARTNERS LP grew from 9 to 12 advisory reps. IAPD ↗fund
$2.02B RAUM · 12 reps · 212-493-4477 · medalistpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC grew from 1 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 312-986-1060 · orats.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
LONG PATH PARTNERS, LP grew from 8 to 11 advisory reps. IAPD ↗fund
$1.02B RAUM · 11 reps · 203-883-1967
CRMRecruiting & transitionsComplianceFinancial planning software
58
ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. grew from 15 to 18 advisory reps. IAPD ↗fund
$1.77B RAUM · 18 reps · 313-816-4504
CRMRecruiting & transitionsComplianceFinancial planning software
58
THOMIST CAPITAL MANAGEMENT, LP grew from 4 to 9 advisory reps. IAPD ↗fund
$445.2M RAUM · 9 reps · (832) 678-2412 · thomistcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
SOVEREIGN'S CAPITAL MANAGEMENT, LLC grew from 25 to 30 advisory reps. IAPD ↗fund
$867.2M RAUM · 30 reps · 404-260-2798 · sovereignscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
ALIGNED CLIMATE CAPITAL LLC grew from 12 to 15 advisory reps. IAPD ↗fund
$1.82B RAUM · 15 reps · 917-754-5489
CRMRecruiting & transitionsComplianceFinancial planning software
58
ROKOS CAPITAL MANAGEMENT (US) LP grew from 14 to 17 advisory reps. IAPD ↗fund
$20.13B RAUM · 17 reps · 16464481400
CRMRecruiting & transitionsComplianceFinancial planning software
58
KNOX LANE LP grew from 10 to 13 advisory reps. IAPD ↗fund
$2.54B RAUM · 13 reps · (415) 651-2279
CRMRecruiting & transitionsComplianceFinancial planning software
58
BRIDGEINVEST LLC grew from 29 to 34 advisory reps. IAPD ↗fund
$749.1M RAUM · 34 reps · 305 749 9887 · bridgeinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
ISOMETRY CAPITAL, LLC grew from 5 to 10 advisory reps. IAPD ↗fund
$756.8M RAUM · 10 reps · 347-480-2544 · isometrycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
PIPER SANDLER ADVISORS LLC grew from 2 to 7 advisory reps. IAPD ↗fund
$364.6M RAUM · 7 reps · 800-333-6000
CRMRecruiting & transitionsComplianceFinancial planning software
58
XN LP grew from 15 to 18 advisory reps. IAPD ↗fund
$3.29B RAUM · 18 reps · 646-849-0500 · xnlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
QHP CAPITAL, L.P. grew from 13 to 16 advisory reps. IAPD ↗fund
$2.73B RAUM · 16 reps · 919-261-5250 · qhpcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
BANSK GROUP LLC grew from 11 to 14 advisory reps. IAPD ↗fund
$2.24B RAUM · 14 reps · (646) 827-8710 · banskgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. grew from 13 to 18 advisory reps. IAPD ↗fund
$333.9M RAUM · 18 reps · 713-335-4700 · juncap.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
PANAGRAM STRUCTURED ASSET MANAGEMENT, LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$15.46B RAUM · 8 reps · 212-970-1000
CRMRecruiting & transitionsComplianceFinancial planning software
58
GROUNDED CAPITAL, LLC grew from 9 to 12 advisory reps. IAPD ↗fund
$1.92B RAUM · 12 reps · 415-692-5760 · groundedcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
OBRA FUND MANAGEMENT, LLC grew from 15 to 18 advisory reps. IAPD ↗institutional
$0 RAUM · 18 reps · 5129618265
CRMRecruiting & transitionsComplianceFinancial planning software
58
LINCOLN INVESTMENT ADVISERS LLC grew from 3 to 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 214-740-3300 · lpc.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ABSOLUTE INVESTMENT ADVISERS, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$1.63B RAUM · 7 reps · 781-740-1904 · absoluteadvisers.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
GLOUSTON CAPITAL PARTNERS, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$1.90B RAUM · 12 reps · 617-587-5300 · glouston.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
MAGNITUDE CAPITAL, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$8.05B RAUM · 9 reps · 212-915-3900 · magnitudecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
TWIN TREE MANAGEMENT, LP grew from 6 to 8 advisory reps. IAPD ↗fund
$8.63B RAUM · 8 reps · 214-979-2313
CRMRecruiting & transitionsComplianceFinancial planning software
57
PROPHET CAPITAL ASSET MANAGEMENT grew from 5 to 7 advisory reps. IAPD ↗fund
$2.60B RAUM · 7 reps · 512-327-9500 · prophetcapital.io
CRMRecruiting & transitionsComplianceFinancial planning software
57
UNISON INVESTMENT MANAGEMENT, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$1.64B RAUM · 12 reps · (415) 992-4200
CRMRecruiting & transitionsComplianceFinancial planning software
57
CONTOUR ASSET MANAGEMENT LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$4.76B RAUM · 7 reps · 646-553-2490 · contourasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CASPIAN CAPITAL, LP grew from 9 to 11 advisory reps. IAPD ↗fund
$5.06B RAUM · 11 reps · 212.826.6970
CRMRecruiting & transitionsComplianceFinancial planning software
57
3G CAPITAL PARTNERS LP grew from 9 to 11 advisory reps. IAPD ↗fund
$14.29B RAUM · 11 reps · 212-893-6727 · 3g-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
LANDMARK MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$5.17B RAUM · 10 reps · 212-794-6060 · landmark-mgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
GLADE BROOK CAPITAL PARTNERS LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$1.12B RAUM · 7 reps · 203-861-3000 · gladebrookcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
FISHER LYNCH CAPITAL, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$6.42B RAUM · 11 reps · 650-287-2700 · fisherlynch.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
FAIRVIEW CAPITAL PARTNERS, INC. grew from 10 to 12 advisory reps. IAPD ↗fund
$2.68B RAUM · 12 reps · 860-674-8066
CRMRecruiting & transitionsComplianceFinancial planning software
57
COLCHIS CAPITAL MANAGEMENT, L.P. grew from 9 to 11 advisory reps. IAPD ↗fund
$1.07B RAUM · 11 reps · 415-400-8600 · colchiscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SLATE PATH CAPITAL LP grew from 9 to 11 advisory reps. IAPD ↗fund
$6.88B RAUM · 11 reps · 212-257-4330 · slatepathcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
A SMARTER WAY TO INVEST, INC. grew from 2 to 4 advisory reps. IAPD ↗institutional
$84.8M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
THINK INVESTMENTS grew from 7 to 9 advisory reps. IAPD ↗fund
$3.27B RAUM · 9 reps · 415-675-3279 · thinkinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
HOLLIS PARK PARTNERS LP grew from 2 to 4 advisory reps. IAPD ↗fund
$1.82B RAUM · 4 reps · 212-205-8100
CRMRecruiting & transitionsComplianceFinancial planning software
57
TRUE GREEN CAPITAL MANAGEMENT LLC grew from 7 to 11 advisory reps. IAPD ↗fund
$631.3M RAUM · 11 reps · 855-335-5900
CRMRecruiting & transitionsComplianceFinancial planning software
57
ACM MANAGEMENT COMPANY, LLC grew from 10 to 14 advisory reps. IAPD ↗fund
$751.7M RAUM · 14 reps · 971-420-1871 · agriculturecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
DC CAPITAL PARTNERS MANAGEMENT, L.P. grew from 10 to 12 advisory reps. IAPD ↗fund
$1.42B RAUM · 12 reps · (202) 737-5220 · dccp.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
EAGLE MERCHANT PARTNERS grew from 7 to 11 advisory reps. IAPD ↗fund
$382.7M RAUM · 11 reps · 404-974-2499 · eaglemerchantpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
BAYSWATER MANAGEMENT COMPANY LP grew from 6 to 8 advisory reps. IAPD ↗fund
$1.80B RAUM · 8 reps · 303-893-2503 · bayswater.us
CRMRecruiting & transitionsComplianceFinancial planning software
57
QTRON INVESTMENTS LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$1.24B RAUM · 7 reps · 617-514-7340 · qtroninvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
PRANA CAPITAL MANAGEMENT LP grew from 6 to 8 advisory reps. IAPD ↗fund
$2.56B RAUM · 8 reps · 203-487-5185
CRMRecruiting & transitionsComplianceFinancial planning software
57
MERIT FUND ADVISORS grew from 6 to 13 advisory reps. IAPD ↗fund
$188.6M RAUM · 13 reps · (205) 313-4809
CRMRecruiting & transitionsComplianceFinancial planning software
57
ZENYTH ADVISORS LLC grew from 5 to 9 advisory reps. IAPD ↗fund
$802.5M RAUM · 9 reps · (646) 760-5499 · zenythpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
LINSE CAPITAL LLC grew from 1 to 3 advisory reps. IAPD ↗fund
$1.06B RAUM · 3 reps · 775-298-5350
CRMRecruiting & transitionsComplianceFinancial planning software
57
FEDERATED INTERNATIONAL SECURITIES CORP. grew from 2 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (412) 288-1900
CRMRecruiting & transitionsComplianceFinancial planning software
57
PREP INVESTMENT ADVISERS, L.L.C. grew from 20 to 24 advisory reps. IAPD ↗fund
$477.0M RAUM · 24 reps · 312-499-1952 · pearlmark.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
22C CAPITAL LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$1.24B RAUM · 12 reps · (212) 390-9420 · 22ccapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CION INVESTMENT MANAGEMENT II, LLC grew from 9 to 11 advisory reps. IAPD ↗institutional
$0 RAUM · 11 reps · 212-418-4700 · cioninvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
FIN CAPITAL grew from 10 to 14 advisory reps. IAPD ↗fund
$812.1M RAUM · 14 reps · 415-300-0702 · fin.capital
CRMRecruiting & transitionsComplianceFinancial planning software
57
YAUPON CAPITAL MANAGEMENT LP grew from 8 to 10 advisory reps. IAPD ↗fund
$2.32B RAUM · 10 reps · 646-755-3825
CRMRecruiting & transitionsComplianceFinancial planning software
57
MARITIME PARTNERS, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$3.06B RAUM · 9 reps · 504-264-5870
CRMRecruiting & transitionsComplianceFinancial planning software
57
NASSAU PRIVATE CREDIT LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$1.18B RAUM · 5 reps · (203) 902-5522 · npc.nfg.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
HILDRED CAPITAL MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$1.47B RAUM · 10 reps · 646-362-5965 · hildredcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
KAILASH CAPITAL RESEARCH LLC grew from 2 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 508-350-7150
CRMRecruiting & transitionsComplianceFinancial planning software
57
AVENTAIL CAPITAL GROUP, LP grew from 10 to 12 advisory reps. IAPD ↗fund
$1.78B RAUM · 12 reps · 212-235-2770
CRMRecruiting & transitionsComplianceFinancial planning software
57
GHK CAPITAL PARTNERS LP grew from 9 to 11 advisory reps. IAPD ↗fund
$1.55B RAUM · 11 reps · 203-409-0900 · ghk.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CONVERSANT CAPITAL LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$1.93B RAUM · 7 reps · 908-466-5010 · conversantcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ANOMALY CAPITAL MANAGEMENT, LP grew from 9 to 11 advisory reps. IAPD ↗fund
$4.01B RAUM · 11 reps · 212-540-7900 · anomalycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
LONGRANGE CAPITAL, L.P. grew from 10 to 12 advisory reps. IAPD ↗fund
$1.76B RAUM · 12 reps · 203-423-3935 · longrangecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
GREAT MOUNTAIN PARTNERS grew from 8 to 10 advisory reps. IAPD ↗fund
$10.59B RAUM · 10 reps · 203.993.6149
CRMRecruiting & transitionsComplianceFinancial planning software
57
NORTH REEF CAPITAL MANAGEMENT LP grew from 2 to 4 advisory reps. IAPD ↗fund
$3.84B RAUM · 4 reps · 949-482-2121
CRMRecruiting & transitionsComplianceFinancial planning software
57
OUTCOME DRIVEN STRATEGIES, LLC grew from 4 to 6 advisory reps. IAPD ↗institutional
$196.3M RAUM · 6 reps · 410-468-1695
CRMRecruiting & transitionsComplianceFinancial planning software
57
CENTERBOOK PARTNERS LP grew from 7 to 9 advisory reps. IAPD ↗fund
$1.21B RAUM · 9 reps · 203-485-5200 · centerbook.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
10T HOLDINGS, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$1.18B RAUM · 12 reps · 203-441-7300 · 10tfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ARIEL ALTERNATIVES, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$1.62B RAUM · 12 reps · 312-726-0140
CRMRecruiting & transitionsComplianceFinancial planning software
57
K5 GLOBAL ADVISOR LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$4.30B RAUM · 5 reps · 305-206-8533 · k5global.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
DSS WEALTH MANAGEMENT, INC. grew from 2 to 4 advisory reps. IAPD ↗institutional
$29.0M RAUM · 4 reps · 916 865-9070 · americafirst.fund
CRMRecruiting & transitionsComplianceFinancial planning software
57
INTEGRUM HOLDINGS LP grew from 9 to 11 advisory reps. IAPD ↗fund
$1.75B RAUM · 11 reps · 212-970-2500 · integrum.us
CRMRecruiting & transitionsComplianceFinancial planning software
57
LIONTREE INVESTMENT MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$1.53B RAUM · 8 reps · 212-644-4200
CRMRecruiting & transitionsComplianceFinancial planning software
57
POLYMER CAPITAL MANAGEMENT (US), LLC grew from 10 to 12 advisory reps. IAPD ↗institutional
$130.4M RAUM · 12 reps · 1 (212) 653 0674
CRMRecruiting & transitionsComplianceFinancial planning software
57
QUANTIX COMMODITIES LP grew from 9 to 11 advisory reps. IAPD ↗institutional
$139.0M RAUM · 11 reps · 203-864-3388 · quantixcommodities.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
AXXES ADVISORS LLC grew from 1 to 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 786-662-3114
CRMRecruiting & transitionsComplianceFinancial planning software
57
CIVITAS CAPITAL MANAGEMENT, LLC grew from 15 to 19 advisory reps. IAPD ↗fund
$437.8M RAUM · 19 reps · 214-572-2300 · civitascapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SPEARHEAD ADMINISTRATIVE SERVICES, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$1.20B RAUM · 5 reps · 855-615-5318
CRMRecruiting & transitionsComplianceFinancial planning software
57
DCA FAMILY OFFICE, LLC grew from 3 to 5 advisory reps. IAPD ↗institutional
$138.5M RAUM · 5 reps · (916) 960-5357
CRMRecruiting & transitionsComplianceFinancial planning software
57
SURGOCAP PARTNERS LP grew from 8 to 10 advisory reps. IAPD ↗fund
$2.99B RAUM · 10 reps · 646-974-6340 · surgocap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ONE INVESTMENT MANAGEMENT US LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$6.80B RAUM · 11 reps · (646) 222-9570 · oneimgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CACHETECH grew from 4 to 6 advisory reps. IAPD ↗institutional
$131.8M RAUM · 6 reps · 435-752-1702 · cachetech.io
CRMRecruiting & transitionsComplianceFinancial planning software
57
BREAKWALL INVESTMENT ADVISOR LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$1.76B RAUM · 7 reps · 917-690-0000 · breakwallcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
PERMIT CAPITAL, LLC grew from 1 to 4 advisory reps. IAPD ↗fund
$545.6M RAUM · 4 reps · 610-941-5000 · permitcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
AMERRA CAPITAL MANAGEMENT, LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$897.0M RAUM · 11 reps · 212-710-8033, 212-843-8927 · amerracapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
HARRIS PRESTON & PARTNERS, LLC grew from 2 to 5 advisory reps. IAPD ↗fund
$646.8M RAUM · 5 reps · 512-320-4111 · harrispreston.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
ESTANCIA CAPITAL MANAGEMENT, LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$610.6M RAUM · 11 reps · 480-448-5001 · estanciapartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$407.5M RAUM · 7 reps · 615-255-3707
CRMRecruiting & transitionsComplianceFinancial planning software
56
MAVERICK REAL ESTATE PARTNERS LLC grew from 15 to 18 advisory reps. IAPD ↗fund
$474.5M RAUM · 18 reps · 646-480-2084 · maverickrep.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
MUDDY WATERS CAPITAL LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$439.7M RAUM · 7 reps · (415) 488-3167
CRMRecruiting & transitionsComplianceFinancial planning software
56
ONE68 GLOBAL CAPITAL, LLC grew from 2 to 5 advisory reps. IAPD ↗fund
$500.0M RAUM · 5 reps · 212-331-6738
CRMRecruiting & transitionsComplianceFinancial planning software
56
DIAMETRIC CAPITAL, LP grew from 7 to 10 advisory reps. IAPD ↗fund
$557.7M RAUM · 10 reps · 617-443-2020 · diametriccapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
CAYETANO DEVELOPMENT, LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$527.3M RAUM · 7 reps · 512-600-3119
CRMRecruiting & transitionsComplianceFinancial planning software
56
ROTUNDA CAPITAL PARTNERS, LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$677.4M RAUM · 13 reps · 240-482-0612 · rotundacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
ELSEWHERE PARTNERS, LLC grew from 12 to 15 advisory reps. IAPD ↗fund
$778.8M RAUM · 15 reps · 512-423-0410 · elsewhere.partners
CRMRecruiting & transitionsComplianceFinancial planning software
56
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC grew from 14 to 17 advisory reps. IAPD ↗fund
$703.6M RAUM · 17 reps · (212)-393-4790 · regalhcp.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
BLUE SAGE SERVICES, L.P. grew from 10 to 13 advisory reps. IAPD ↗fund
$466.8M RAUM · 13 reps · 512-536-1900 · bluesage.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
FS STRUCTURED PRODUCTS ADVISOR, LLC grew from 13 to 16 advisory reps. IAPD ↗fund
$979.9M RAUM · 16 reps · 215-220-6651
CRMRecruiting & transitionsComplianceFinancial planning software
56
WEATHERFORD CAPITAL MANAGEMENT grew from 10 to 13 advisory reps. IAPD ↗fund
$920.0M RAUM · 13 reps · (813) 443-0499 · weatherfordcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
NORTHRIM ADVISER, LLC grew from 3 to 6 advisory reps. IAPD ↗fund
$261.0M RAUM · 6 reps · 480-206-7683 · northrimhorizon.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
CHARGER INVESTMENT PARTNERS LP grew from 11 to 14 advisory reps. IAPD ↗fund
$549.3M RAUM · 14 reps · 310-372-5525 · chargerinv.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
RADIAL EQUITY PARTNERS LP grew from 8 to 11 advisory reps. IAPD ↗fund
$590.4M RAUM · 11 reps · 212-551-4600 · radialequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
WORLDLY PARTNERS MANAGEMENT, LLC grew from 6 to 9 advisory reps. IAPD ↗fund
$275.3M RAUM · 9 reps · 917-818-0035 · worldlypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
AVEGO MANAGEMENT, LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$861.1M RAUM · 13 reps · 646-844-0030 · avego.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
776 MANAGEMENT, LLC grew from 3 to 6 advisory reps. IAPD ↗fund
$923.7M RAUM · 6 reps · 424-218-6278
CRMRecruiting & transitionsComplianceFinancial planning software
56
GRANT AVENUE CAPITAL LLC grew from 9 to 12 advisory reps. IAPD ↗fund
$490.5M RAUM · 12 reps · 212-294-8935 · grantave.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
ARCHITECT CAPITAL CORP. grew from 5 to 8 advisory reps. IAPD ↗fund
$350.1M RAUM · 8 reps · 650-769-7630
CRMRecruiting & transitionsComplianceFinancial planning software
56
HACK VC MANAGEMENT, LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$419.7M RAUM · 8 reps · 775-238-3671
CRMRecruiting & transitionsComplianceFinancial planning software
56
TACORA CAPITAL MANAGEMENT, LP grew from 3 to 6 advisory reps. IAPD ↗fund
$343.3M RAUM · 6 reps · 310-741-1070 · tacoracap.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
CRE VENTURE CAPITAL, INC. grew from 2 to 5 advisory reps. IAPD ↗fund
$368.0M RAUM · 5 reps · 917 583 4687 · cre.vc
CRMRecruiting & transitionsComplianceFinancial planning software
56
CORTEN REAL ESTATE MANAGEMENT LLC grew from 7 to 10 advisory reps. IAPD ↗fund
$468.8M RAUM · 10 reps · 215-500-4950
CRMRecruiting & transitionsComplianceFinancial planning software
56
BORDERLESS MANAGEMENT LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$339.6M RAUM · 8 reps · 650-412-9447 · borderlesscapital.io
CRMRecruiting & transitionsComplianceFinancial planning software
56
COALESCE CAPITAL MANAGEMENT LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$800.8M RAUM · 8 reps · (646) 222-5910 · coalescecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
NEXT MANAGEMENT ADVISORS, LLC grew from 2 to 5 advisory reps. IAPD ↗fund
$286.4M RAUM · 5 reps · 917-602-0500 · next-investors.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
PICTET ASSET MANAGEMENT LIMITED grew from 76 to 128 advisory reps. IAPD ↗foreign
$22.59B RAUM · 128 reps · -8427
CRMRecruiting & transitionsComplianceFinancial planning software
55
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL grew from 168 to 202 advisory reps. IAPD ↗foreign
$405.22B RAUM · 202 reps · 44-207-774-1000 · gsam.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
INVESCO ASSET MANAGEMENT LTD. grew from 122 to 246 advisory reps. IAPD ↗foreign
$107.44B RAUM · 246 reps · 441491417000 · invesco.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
RATHBONES grew from 447 to 528 advisory reps. IAPD ↗foreign
$63.62B RAUM · 528 reps · +44-151 236 6666
CRMRecruiting & transitionsComplianceFinancial planning software
55
INVESCO grew from 9 to 104 advisory reps. IAPD ↗foreign
$18.22B RAUM · 104 reps · 1-800-874-6275
CRMRecruiting & transitionsComplianceFinancial planning software
55
TRUFFLE HOUND CAPITAL, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$551.2M RAUM · 7 reps · 301-789-2498 · trufflehound.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
PICTET ASSET MANAGEMENT SA grew from 178 to 227 advisory reps. IAPD ↗foreign
$257.89B RAUM · 227 reps · -3673 · am.pictet.
CRMRecruiting & transitionsComplianceFinancial planning software
55
BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP grew from 1315 to 1338 advisory reps. IAPD ↗foreign
$101.26B RAUM · 1338 reps · 416-363-9491 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED grew from 162 to 190 advisory reps. IAPD ↗foreign
$160.70B RAUM · 190 reps · 44 207 992 4172 · globalliquidity.hsbc.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
DOMINUS CAPITAL MANAGEMENT, L.P. grew from 9 to 11 advisory reps. IAPD ↗fund
$906.1M RAUM · 11 reps · 212-784-5440 · dominuscap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
NORTHSTAR CAPITAL, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$917.3M RAUM · 12 reps · 612-371-5700 · northstarcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
RIVER ASSOCIATES INVESTMENTS (TN), LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$775.5M RAUM · 12 reps · 423-755-0888 · riverassociates.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
VOSS CAPITAL LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$937.0M RAUM · 5 reps · 832-519-9427
CRMRecruiting & transitionsComplianceFinancial planning software
55
EVELYN PARTNERS ASSET MANAGEMENT LIMITED grew from 128 to 154 advisory reps. IAPD ↗foreign
$1.14B RAUM · 154 reps · 442071314000 · usa.evelyn.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ROCK ISLAND CAPITAL grew from 8 to 10 advisory reps. IAPD ↗fund
$590.9M RAUM · 10 reps · 630-413-9136
CRMRecruiting & transitionsComplianceFinancial planning software
55
WESTRIVER MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$995.5M RAUM · 8 reps · 4259523950
CRMRecruiting & transitionsComplianceFinancial planning software
55
FORT POINT CAPITAL grew from 10 to 12 advisory reps. IAPD ↗fund
$610.1M RAUM · 12 reps · 617-303-2123 · fortpointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BLACKROCK (SINGAPORE) LIMITED grew from 83 to 99 advisory reps. IAPD ↗foreign
$50.66B RAUM · 99 reps · 65 6411 3000
CRMRecruiting & transitionsComplianceFinancial planning software
55
EMET CAPITAL MANAGEMENT grew from 7 to 9 advisory reps. IAPD ↗fund
$519.5M RAUM · 9 reps · 212-725-7902 · emetcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BP CAPITAL ENERGY ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$637.3M RAUM · 8 reps · 214-265-1090 · bpenergypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
GHOST TREE CAPITAL grew from 3 to 5 advisory reps. IAPD ↗fund
$360.0M RAUM · 5 reps · 646-779-0120
CRMRecruiting & transitionsComplianceFinancial planning software
55
THAYER STREET PARTNERS MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$853.2M RAUM · 6 reps · 212-256-8740 · thayerstreet.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SOUTHOCEAN CAPITAL PARTNERS, LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$630.5M RAUM · 4 reps · 954-331-0109
CRMRecruiting & transitionsComplianceFinancial planning software
55
NICOLA WEALTH MANAGEMENT LTD. grew from 142 to 187 advisory reps. IAPD ↗foreign
$9.59B RAUM · 187 reps · 604-739-6450
CRMRecruiting & transitionsComplianceFinancial planning software
55
STONE-GOFF PARTNERS grew from 9 to 11 advisory reps. IAPD ↗fund
$497.9M RAUM · 11 reps · 646-814-4546
CRMRecruiting & transitionsComplianceFinancial planning software
55
GALAXY INVESTMENT MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$267.3M RAUM · 8 reps · 646-723-4751 · galaxy-funds.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
EATON VANCE ADVISERS INTERNATIONAL LTD. grew from 31 to 63 advisory reps. IAPD ↗foreign
$25.78B RAUM · 63 reps · 44 (0) 203 207 1900 · eatonvance.co.uk
CRMRecruiting & transitionsComplianceFinancial planning software
55
ONEMAP MINERAL SERVICES LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$658.8M RAUM · 6 reps · 832-895-7030 · onemapminerals.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP grew from 10 to 12 advisory reps. IAPD ↗fund
$872.2M RAUM · 12 reps · 646-443-6606 · petrichorcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
HAZOOR PARTNERS, LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$259.7M RAUM · 4 reps · 458-203-0665 · hazoorpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
RIATA CAPITAL GROUP, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$803.6M RAUM · 12 reps · 214-740-3600 · riatacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
EDEN CAPITAL MANAGEMENT LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$292.0M RAUM · 6 reps · 212-588-9000
CRMRecruiting & transitionsComplianceFinancial planning software
55
SBJ CAPITAL grew from 10 to 12 advisory reps. IAPD ↗fund
$615.7M RAUM · 12 reps · 415-848-1990 · sbjcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
3L CAPITAL MANAGEMENT, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$810.2M RAUM · 9 reps · (424) 208 - 3379 · 3lcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SANDGLASS CAPITAL ADVISORS LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$414.4M RAUM · 12 reps · 646-780-1103 · sandglasscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
9YARDS CAPITAL MANAGEMENT LP grew from 4 to 6 advisory reps. IAPD ↗fund
$483.2M RAUM · 6 reps · 424-371-6926 · 9yards.vc
CRMRecruiting & transitionsComplianceFinancial planning software
55
WEBS CREEK CAPITAL MANAGEMENT LP grew from 3 to 5 advisory reps. IAPD ↗fund
$642.6M RAUM · 5 reps · 972-850-0081 · webscreekcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SKY ISLAND CAPITAL grew from 7 to 9 advisory reps. IAPD ↗fund
$385.5M RAUM · 9 reps · 469-965-9200
CRMRecruiting & transitionsComplianceFinancial planning software
55
CREST ROCK PARTNERS grew from 6 to 8 advisory reps. IAPD ↗fund
$568.5M RAUM · 8 reps · (303) 495-3598
CRMRecruiting & transitionsComplianceFinancial planning software
55
ASCENDANT CAPITAL PARTNERS LP grew from 7 to 9 advisory reps. IAPD ↗fund
$460.5M RAUM · 9 reps · (310) 689-5149 · ascendantcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SEASIDE EQUITY PARTNERS grew from 9 to 11 advisory reps. IAPD ↗fund
$651.7M RAUM · 11 reps · (858) 947-1350
CRMRecruiting & transitionsComplianceFinancial planning software
55
NORTH BRANCH CAPITAL MANAGEMENT, L.P. grew from 6 to 8 advisory reps. IAPD ↗fund
$430.1M RAUM · 8 reps · 630-782-1590
CRMRecruiting & transitionsComplianceFinancial planning software
55
HIGHPOST CAPITAL, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$652.8M RAUM · 11 reps · 212-634-3305 · highpost.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
NORTH ISLAND VENTURES grew from 5 to 7 advisory reps. IAPD ↗fund
$400.9M RAUM · 7 reps · 347-404-2298
CRMRecruiting & transitionsComplianceFinancial planning software
55
ARDMORE ROAD ASSET MANAGEMENT LP grew from 4 to 6 advisory reps. IAPD ↗fund
$905.7M RAUM · 6 reps · 203-872-9030 · ardmoreroad.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
INVICTUS GROWTH PARTNERS grew from 6 to 8 advisory reps. IAPD ↗fund
$612.4M RAUM · 8 reps · 415-886-9830 · invictusgrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BERKADIA CAPITAL ADVISORS LLC grew from 1 to 3 advisory reps. IAPD ↗fund
$809.2M RAUM · 3 reps · 215-328-3978
CRMRecruiting & transitionsComplianceFinancial planning software
55
TIDEMARK MANAGEMENT COMPANY LP grew from 8 to 10 advisory reps. IAPD ↗fund
$598.9M RAUM · 10 reps · 650-260-4887 · tidemarkcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
VICTOR CAPITAL PARTNERS grew from 6 to 8 advisory reps. IAPD ↗fund
$286.6M RAUM · 8 reps · (212) 202-3340 · victorcapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
MERCHANTS ASSET MANAGEMENT LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$882.5M RAUM · 8 reps · 317-324-4601
CRMRecruiting & transitionsComplianceFinancial planning software
55
MACHINE INVESTMENT GROUP, LP grew from 7 to 9 advisory reps. IAPD ↗fund
$356.7M RAUM · 9 reps · 917-970-0313 · machineinv.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$259.5M RAUM · 10 reps · 202-243-9193
CRMRecruiting & transitionsComplianceFinancial planning software
55
INTERLOCK EQUITY LP grew from 7 to 9 advisory reps. IAPD ↗fund
$414.1M RAUM · 9 reps · 310-598-1848 · interlockequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
B. RILEY WEALTH PRIVATE SHARES grew from 3 to 5 advisory reps. IAPD ↗fund
$297.4M RAUM · 5 reps · 901-251-1330
CRMRecruiting & transitionsComplianceFinancial planning software
55
BROOKFIELD RENEWABLE ENERGY GROUP LLC grew from 998 to 1019 advisory reps. IAPD ↗foreign
$75.96B RAUM · 1019 reps · 416-363-9491 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
HUDSON HILL CAPITAL MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$379.3M RAUM · 5 reps · 212-551-4690 · hudsonhillcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
NEXA EQUITY LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$575.0M RAUM · 10 reps · 415-295-4636
CRMRecruiting & transitionsComplianceFinancial planning software
55
VERSO PARTNERS grew from 2 to 4 advisory reps. IAPD ↗fund
$532.3M RAUM · 4 reps · 415-214-3917
CRMRecruiting & transitionsComplianceFinancial planning software
55
LIGHTSPEED FACTION grew from 4 to 6 advisory reps. IAPD ↗fund
$288.9M RAUM · 6 reps · 424-239-9940
CRMRecruiting & transitionsComplianceFinancial planning software
55
EIR PARTNERS CAPITAL, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$334.5M RAUM · 7 reps · 317-281-7373 · eirpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
CAPITOL MERIDIAN PARTNERS LP grew from 7 to 9 advisory reps. IAPD ↗fund
$993.2M RAUM · 9 reps · 202-742-9920 · capitolmeridian.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
PRINCIPAL ASSET MANAGEMENT (ASIA) grew from 9 to 35 advisory reps. IAPD ↗foreign
$12.45B RAUM · 35 reps · 852-2827-1628
CRMRecruiting & transitionsComplianceFinancial planning software
55
ALLIED INDUSTRIAL PARTNERS grew from 6 to 8 advisory reps. IAPD ↗fund
$521.4M RAUM · 8 reps · 832-415-9055
CRMRecruiting & transitionsComplianceFinancial planning software
55
CCMP GROWTH, LP grew from 6 to 8 advisory reps. IAPD ↗fund
$423.1M RAUM · 8 reps · (212) 600-9600 · ccmpgrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
THE QUARRY LP grew from 2 to 4 advisory reps. IAPD ↗fund
$462.4M RAUM · 4 reps · 212-205-2600
CRMRecruiting & transitionsComplianceFinancial planning software
55
SHORECLIFF ASSET MANAGEMENT COMPANY LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$614.0M RAUM · 4 reps · (949) 806-3980 · shorecliffam.com
CRMRecruiting & transitionsComplianceFinancial planning software
54
SAMSUNG ASSET MANAGEMENT COMPANY, LTD. grew from 308 to 322 advisory reps. IAPD ↗foreign
$248.29B RAUM · 322 reps · 82-2-3774-7554
CRMRecruiting & transitionsComplianceFinancial planning software
54
LIONTREE PARTNERS LLC grew from 6 to 10 advisory reps. IAPD ↗fund
$167.4M RAUM · 10 reps · 212-644-4200
CRMRecruiting & transitionsComplianceFinancial planning software
53
RULE ONE PARTNERS, LLC grew from 1 to 4 advisory reps. IAPD ↗fund
$186.1M RAUM · 4 reps · (855) 687-7853 · ruleonefund.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
NOVACAP MANAGEMENT INC. grew from 45 to 58 advisory reps. IAPD ↗foreign
$7.38B RAUM · 58 reps · 1-450-651-5000
CRMRecruiting & transitionsComplianceFinancial planning software
53
ALPACA grew from 7 to 10 advisory reps. IAPD ↗fund
$183.7M RAUM · 10 reps · 860-501-0289
CRMRecruiting & transitionsComplianceFinancial planning software
52
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD grew from 36 to 48 advisory reps. IAPD ↗foreign
$46.18B RAUM · 48 reps · 604-685-2020
CRMRecruiting & transitionsComplianceFinancial planning software
52
VONTOBEL SWISS FINANCIAL ADVISERS grew from 72 to 84 advisory reps. IAPD ↗foreign
$9.01B RAUM · 84 reps · -2388128 · vontobelsfa.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$215.5M RAUM · 12 reps · 860-674-8066
CRMRecruiting & transitionsComplianceFinancial planning software
52
CW INDUSTRIAL PARTNERS, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$211.9M RAUM · 10 reps · 216-781-3233 · pe4fams.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
POST CAPITAL PARTNERS grew from 5 to 7 advisory reps. IAPD ↗fund
$163.6M RAUM · 7 reps · 212-888-5700 · postcp.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
SHE DDF1 MANAGER LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$245.1M RAUM · 9 reps · 786-230-1609 · safeharborequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
EPIC FUNDS grew from 2 to 4 advisory reps. IAPD ↗fund
$130.9M RAUM · 4 reps · (720)-593-6493 · epic-funds.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
DEEPWORK CAPITAL, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$200.9M RAUM · 8 reps · 407-988-3014
CRMRecruiting & transitionsComplianceFinancial planning software
52
SHIMA CAPITAL MANAGEMENT LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$158.6M RAUM · 8 reps · 310-819-1366 · shima.capital
CRMRecruiting & transitionsComplianceFinancial planning software
52
BOSTON OMAHA ASSET MANAGEMENT grew from 7 to 9 advisory reps. IAPD ↗fund
$144.1M RAUM · 9 reps · 402-509-8456 · bostonomahaam.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
SKKY PARTNERS, LP grew from 5 to 7 advisory reps. IAPD ↗fund
$121.1M RAUM · 7 reps · 857-274-0383 · skky.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
ARGOSY-LIONBRIDGE MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$87.5M RAUM · 5 reps · (646) 440-3583 · argosylbm.com
CRMRecruiting & transitionsComplianceFinancial planning software
51
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD grew from 306 to 317 advisory reps. IAPD ↗foreign
$69.25B RAUM · 317 reps · +44 (0)20 7658 6000 · schroders.com
CRMRecruiting & transitionsComplianceFinancial planning software
50
HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED grew from 88 to 98 advisory reps. IAPD ↗foreign
$87.57B RAUM · 98 reps · 852-2284-1111
CRMRecruiting & transitionsComplianceFinancial planning software
50
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED grew from 85 to 95 advisory reps. IAPD ↗foreign
$165.89B RAUM · 95 reps · 011-44-207-425-8000 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
50
LYNX ASSET MANAGEMENT AB grew from 39 to 49 advisory reps. IAPD ↗foreign
$1.76B RAUM · 49 reps · 0046 8 663 3360 · lynxhedge.se
CRMRecruiting & transitionsComplianceFinancial planning software
50
IA PRIVATE WEALTH (USA) INC. grew from 34 to 96 advisory reps. IAPD ↗foreign
$77.7M RAUM · 96 reps · 1-855-999-2081 · iaprivatewealthusa.com
CRMRecruiting & transitionsComplianceFinancial planning software
49
MAWER INVESTMENT MANAGEMENT LTD. grew from 71 to 80 advisory reps. IAPD ↗foreign
$49.57B RAUM · 80 reps · 403-262-4673
CRMRecruiting & transitionsComplianceFinancial planning software
49
STAFFORD CAPITAL PARTNERS LIMITED grew from 33 to 42 advisory reps. IAPD ↗foreign
$5.48B RAUM · 42 reps · -6943
CRMRecruiting & transitionsComplianceFinancial planning software
49
G10 CAPITAL LIMITED grew from 54 to 63 advisory reps. IAPD ↗foreign
$13.01B RAUM · 63 reps · 442073975450
CRMRecruiting & transitionsComplianceFinancial planning software
49
WELLINGTON-ALTUS USA INC. grew from 34 to 48 advisory reps. IAPD ↗foreign
$84.1M RAUM · 48 reps · 888-315-8729
CRMRecruiting & transitionsComplianceFinancial planning software
49
HOXTON CAPITAL MANAGEMENT grew from 17 to 28 advisory reps. IAPD ↗foreign
$326.3M RAUM · 28 reps · 737-249-9620
CRMRecruiting & transitionsComplianceFinancial planning software
48
ADDENDA CAPITAL grew from 56 to 64 advisory reps. IAPD ↗foreign
$25.24B RAUM · 64 reps · 514-287-7373 · addendacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
48
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. grew from 22 to 30 advisory reps. IAPD ↗foreign
$14.43B RAUM · 30 reps · 65 6889 1000
CRMRecruiting & transitionsComplianceFinancial planning software
47
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED grew from 62 to 69 advisory reps. IAPD ↗foreign
$15.54B RAUM · 69 reps · 44(0)131 473 2200 · stewartinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
47
NEWTON INVESTMENT MANAGEMENT LTD grew from 58 to 65 advisory reps. IAPD ↗foreign
$45.25B RAUM · 65 reps · -16139
CRMRecruiting & transitionsComplianceFinancial planning software
47
CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. grew from 27 to 34 advisory reps. IAPD ↗foreign
$8.57B RAUM · 34 reps · 416-861-0700
CRMRecruiting & transitionsComplianceFinancial planning software
47
LGIM INTERNATIONAL LTD grew from 65 to 74 advisory reps. IAPD ↗foreign
$983.5M RAUM · 74 reps · +44 203 124 3942
CRMRecruiting & transitionsComplianceFinancial planning software
47
FIRST SENTIER INVESTORS (UK) FUNDS LIMITED grew from 62 to 69 advisory reps. IAPD ↗foreign
$18.29B RAUM · 69 reps · 44-207-332-6500 · firstsentierinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
47
CIDEL ASSET MANAGEMENT INC grew from 31 to 38 advisory reps. IAPD ↗foreign
$5.19B RAUM · 38 reps · 416 977 6767 · loricaic.ca
CRMRecruiting & transitionsComplianceFinancial planning software
47
FIRST SENTIER INVESTORS (UK) IM LIMITED grew from 62 to 69 advisory reps. IAPD ↗foreign
$18.74B RAUM · 69 reps · +44 (0)131 473 2200 · firstsentierinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
46
ASPECT CAPITAL LIMITED grew from 55 to 61 advisory reps. IAPD ↗foreign
$3.42B RAUM · 61 reps · 442071709700 · aspectcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
46
FULCRUM ASSET MANAGEMENT LLP grew from 38 to 44 advisory reps. IAPD ↗foreign
$34.68B RAUM · 44 reps · 44-20-7016-6450
CRMRecruiting & transitionsComplianceFinancial planning software
46
REDDING RIDGE ASSET MANAGEMENT (UK) LLP grew from 36 to 42 advisory reps. IAPD ↗foreign
$7.58B RAUM · 42 reps · +44 20 7016 5000 · rram.com
CRMRecruiting & transitionsComplianceFinancial planning software
46
LARRAINVIAL ASSET MANAGEMENT grew from 38 to 44 advisory reps. IAPD ↗foreign
$2.80B RAUM · 44 reps · 562 2339 8500
CRMRecruiting & transitionsComplianceFinancial planning software
46
SAGARD HOLDINGS MANAGER LP grew from 47 to 53 advisory reps. IAPD ↗foreign
$5.72B RAUM · 53 reps · 416-607-2250 · sagard.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED grew from 21 to 26 advisory reps. IAPD ↗foreign
$19.94B RAUM · 26 reps · 416-524-9687
CRMRecruiting & transitionsComplianceFinancial planning software
45
HERMES GPE LLP grew from 37 to 42 advisory reps. IAPD ↗foreign
$10.34B RAUM · 42 reps · +44(0)2077020888
CRMRecruiting & transitionsComplianceFinancial planning software
45
ALCENTRA LIMITED grew from 50 to 55 advisory reps. IAPD ↗foreign
$20.38B RAUM · 55 reps · 2033983200
CRMRecruiting & transitionsComplianceFinancial planning software
45
REDWHEEL grew from 33 to 38 advisory reps. IAPD ↗foreign
$10.18B RAUM · 38 reps · 44 20 7227 6000
CRMRecruiting & transitionsComplianceFinancial planning software
45
CANDRIAM S.C.A. grew from 284 to 289 advisory reps. IAPD ↗foreign
$127.33B RAUM · 289 reps · +352 27 97 39 23
CRMRecruiting & transitionsComplianceFinancial planning software
45
AXIUM INFRASTRUCTURE INC. grew from 43 to 48 advisory reps. IAPD ↗foreign
$8.11B RAUM · 48 reps · 514-954-6722
CRMRecruiting & transitionsComplianceFinancial planning software
45
TRIUM CAPITAL LLP grew from 20 to 25 advisory reps. IAPD ↗foreign
$2.13B RAUM · 25 reps · +44 20 7073 9250 · trium-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG grew from 15 to 19 advisory reps. IAPD ↗foreign
$1.27B RAUM · 19 reps · 41 44 297 7373
CRMRecruiting & transitionsComplianceFinancial planning software
44
LGT WEALTH MANAGEMENT US LIMITED grew from 8 to 12 advisory reps. IAPD ↗foreign
$1.22B RAUM · 12 reps · +44 203 207 8000 · lgtwm-us.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
NAYA CAPITAL MANAGEMENT UK LIMITED grew from 9 to 13 advisory reps. IAPD ↗foreign
$5.18B RAUM · 13 reps · -5858 · nayacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
HEITMAN INTERNATIONAL LLC grew from 48 to 57 advisory reps. IAPD ↗foreign
$0 RAUM · 57 reps · +44.20.7318.1030
CRMRecruiting & transitionsComplianceFinancial planning software
44
WARATAH CAPITAL ADVISORS LTD. grew from 15 to 19 advisory reps. IAPD ↗foreign
$3.25B RAUM · 19 reps · 416-637-5622 · waratahadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
FIRST SENTIER INVESTORS grew from 16 to 20 advisory reps. IAPD ↗foreign
$4.27B RAUM · 20 reps · 13458147600 · firstsentierinvestors.com.au
CRMRecruiting & transitionsComplianceFinancial planning software
43
ASTIGNES CAPITAL ASIA PTE. LTD. grew from 15 to 18 advisory reps. IAPD ↗foreign
$1.14B RAUM · 18 reps · +(65) 6622 8288 · astignes.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
ARBION LIMITED grew from 15 to 18 advisory reps. IAPD ↗foreign
$2.13B RAUM · 18 reps · 44-0-207-298-6060 · arbion.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
ARGYLE STREET MANAGEMENT LIMITED grew from 9 to 12 advisory reps. IAPD ↗foreign
$2.07B RAUM · 12 reps · 852-21060888
CRMRecruiting & transitionsComplianceFinancial planning software
43
MAN GLOBAL PRIVATE MARKETS (UK) LIMITED grew from 11 to 14 advisory reps. IAPD ↗foreign
$2.77B RAUM · 14 reps · +44 20 7144 1000 · man.com
CRMRecruiting & transitionsComplianceFinancial planning software
42
CARRHAE CAPITAL grew from 7 to 9 advisory reps. IAPD ↗foreign
$1.76B RAUM · 9 reps · +44 203 205 4850 · carrhaecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
42
SPRINGS CAPITAL (HONG KONG) LIMITED grew from 4 to 6 advisory reps. IAPD ↗foreign
$4.60B RAUM · 6 reps · 852-22591601/22591619 · springs-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
42
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED grew from 9 to 11 advisory reps. IAPD ↗foreign
$1.69B RAUM · 11 reps · 852-2170-3333 · fountaincapri.com
CRMRecruiting & transitionsComplianceFinancial planning software
42
BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED grew from 3 to 5 advisory reps. IAPD ↗foreign
$1.19B RAUM · 5 reps · -15977
CRMRecruiting & transitionsComplianceFinancial planning software
42
ACTUSRAYPARTNERS LIMITED grew from 7 to 11 advisory reps. IAPD ↗foreign
$532.9M RAUM · 11 reps · 852 3698 9298
CRMRecruiting & transitionsComplianceFinancial planning software
42
NOVACAP MANAGEMENT US INC. grew from 5 to 7 advisory reps. IAPD ↗foreign
$5.72B RAUM · 7 reps · 1-450-651-5000 · novacap.ca
CRMRecruiting & transitionsComplianceFinancial planning software
41
SPROTT ASSET MANAGEMENT LP grew from 7 to 10 advisory reps. IAPD ↗foreign
$792.1M RAUM · 10 reps · 416-943-8099
CRMRecruiting & transitionsComplianceFinancial planning software
41
ISLANDBRIDGE CAPITAL LIMITED grew from 11 to 14 advisory reps. IAPD ↗foreign
$943.2M RAUM · 14 reps · 44 20 3405 1040 · ib-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
40
LLOYD CAPITAL LLC grew from 4 to 6 advisory reps. IAPD ↗foreign
$526.2M RAUM · 6 reps · 41445332230 · lloydcapital.ch
CRMRecruiting & transitionsComplianceFinancial planning software
40
AMELIORA WEALTH MANAGEMENT LTD. grew from 3 to 5 advisory reps. IAPD ↗foreign
$823.9M RAUM · 5 reps · +41 43 336 10 90
CRMRecruiting & transitionsComplianceFinancial planning software
40
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. grew from 7 to 9 advisory reps. IAPD ↗foreign
$632.0M RAUM · 9 reps · 65 6297 6811 · asia.smd-am.com
CRMRecruiting & transitionsComplianceFinancial planning software
40
WILLING CAPITAL MANAGEMENT LIMITED grew from 5 to 7 advisory reps. IAPD ↗foreign
$766.3M RAUM · 7 reps · +852 39791800
CRMRecruiting & transitionsComplianceFinancial planning software
40
GALILEI INVESTMENT OFFICE LLP grew from 5 to 7 advisory reps. IAPD ↗foreign
$976.5M RAUM · 7 reps · 44 20 3848 5800 · galileiio.com
CRMRecruiting & transitionsComplianceFinancial planning software
39
NPW INC. grew from 1 to 5 advisory reps. IAPD ↗foreign
$70,000 RAUM · 5 reps · 1.888.845.9980
CRMRecruiting & transitionsComplianceFinancial planning software
38
FAMA RE.CAPITAL LTDA grew from 6 to 9 advisory reps. IAPD ↗foreign
$123.0M RAUM · 9 reps · 55-11-5508-1188 · famainvestimentos.com.br
CRMRecruiting & transitionsComplianceFinancial planning software
38
LCJ INVESTMENTS SA grew from 2 to 5 advisory reps. IAPD ↗foreign
$26.0M RAUM · 5 reps · 41227070261 · swissfim.com
CRMRecruiting & transitionsComplianceFinancial planning software
38
BW ASSET MANAGEMENT LTD grew from 12 to 15 advisory reps. IAPD ↗foreign
$83.9M RAUM · 15 reps · +1 3457438805
CRMRecruiting & transitionsComplianceFinancial planning software
37
SILK INVEST LIMITED grew from 10 to 12 advisory reps. IAPD ↗foreign
$50.3M RAUM · 12 reps · 00 44 208 088 1040 · silkinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
state expansion — 1243 Notice-filed in new state(s): the firm is taking clients somewhere new.
55
H.M. PAYSON notice-filed in IN, NM, NV, OR, SC, WI. IAPD ↗
$6.96B RAUM · 28 reps · 207-772-3761 · hmpayson.com
ComplianceMarketing & brand
55
SMITH MOORE & CO. notice-filed in AZ, CO, MA, MD, MI, MN, NM, NV, PA, UT, WA. IAPD ↗
$1.71B RAUM · 50 reps · 314-727-5225
ComplianceMarketing & brand
55
WILSHIRE notice-filed in AK, MS, SD, VI, WY. IAPD ↗
$94.87B RAUM · 93 reps · 310-451-3051
ComplianceMarketing & brand
55
ADVISORS ASSET MANAGEMENT, INC. notice-filed in DE, IA, MS, NM, NV, UT, WY. IAPD ↗
$3.85B RAUM · 49 reps · 719-488-9956
ComplianceMarketing & brand
55
CPS INVESTMENT ADVISORS notice-filed in CT, IA, OR, WA, WI. IAPD ↗
$2.35B RAUM · 25 reps · 863-688-1725
ComplianceMarketing & brand
55
PAUL COMSTOCK PARTNERS notice-filed in CO, CT, DE, FL, UT. IAPD ↗
$2.03B RAUM · 6 reps · 713-977-2694 · paulcomstockpartners.com
ComplianceMarketing & brand
55
WRIGHT INVESTORS SERVICE INC notice-filed in CA, FL, IL, NE, NV, PA. IAPD ↗
$1.29B RAUM · 9 reps · 203-783-4400 · wrightinvestors.com
ComplianceMarketing & brand
55
UNITED ASSET STRATEGIES INC. notice-filed in AZ, DE, ME, MO, OH. IAPD ↗
$1.59B RAUM · 16 reps · 516-222-0021 · unitedasset.com
ComplianceMarketing & brand
55
HOWARD FINANCIAL SERVICES, LTD. notice-filed in CT, GA, IL, MA, NJ, NM, NY, OH, TN. IAPD ↗
$1.28B RAUM · 18 reps · 214-346-0785 · hfs-wm.com
ComplianceMarketing & brand
55
GENTER CAPITAL MANAGEMENT notice-filed in AL, DC, DE, HI, IA, KS, ME, NM, OK, PR, SD, WY. IAPD ↗
$4.20B RAUM · 12 reps · 310-477-6543
ComplianceMarketing & brand
55
ADVISORNET WEALTH PARTNERS notice-filed in DE, ID, ME, NH, OK. IAPD ↗
$2.27B RAUM · 85 reps · 612-347-8600
ComplianceMarketing & brand
55
EFS ADVISORS notice-filed in AK, AL, CT, DE, HI, KS, KY, LA, MA, MD, MS, OH, OK, PA, PR, RI, SC, UT, VT, WV, WY. IAPD ↗
$2.04B RAUM · 53 reps · 763-689-9023 · tsainvest.com
ComplianceMarketing & brand
55
JOHNSON INVESTMENT COUNSEL, INC. notice-filed in AL, CT, ID, OK, UT, WI. IAPD ↗
$18.61B RAUM · 79 reps · 513-661-3100 · johnsonmutualfunds.com
ComplianceMarketing & brand
55
SPRING MOUNTAIN CAPITAL, LP notice-filed in AZ, CO, MD, NM, OR, UT, VA, WI. IAPD ↗
$1.65B RAUM · 23 reps · 212-292-8300 · springmountaincapital.com
ComplianceMarketing & brand
55
GREAT VALLEY ADVISOR GROUP, INC. notice-filed in ID, KY, MS, VT, WY. IAPD ↗
$7.34B RAUM · 154 reps · 302-483-7200 · dsb-rockisland.com
ComplianceMarketing & brand
55
JOHNSON WEALTH INC. notice-filed in CT, IA, ID, KS, KY, UT. IAPD ↗
$8.44B RAUM · 63 reps · 414-291-4500 · johnsonfinancialgroup.com
ComplianceMarketing & brand
55
STRAIGHTLINE notice-filed in AR, HI, MD, MS, NV, OR, UT, WV. IAPD ↗
$1.12B RAUM · 10 reps · 248-269-8366 · straightline.com
ComplianceMarketing & brand
55
EXENCIAL WEALTH ADVISORS notice-filed in AK, IA, MT, SD, VT, WV, WY. IAPD ↗
$5.02B RAUM · 57 reps · 405-478-1971
ComplianceMarketing & brand
55
FIAM LLC notice-filed in AL, CT, IA, IN, MD, NV, TN, UT, VT. IAPD ↗
$219.22B RAUM · 118 reps · 617-563-7000
ComplianceMarketing & brand
55
COPELAND CAPITAL MANAGEMENT, LLC notice-filed in IA, ID, MS, RI, VT. IAPD ↗
$4.77B RAUM · 15 reps · (484) 351-3700 · copelandfunds.com
ComplianceMarketing & brand
55
CLINTON INVESTMENT MANAGEMENT, LLC notice-filed in AL, AR, CO, IN, KY, LA, ME, MI, MO, NE, NV, OH, OR, PA, TN, UT, WA. IAPD ↗
$2.85B RAUM · 10 reps · (203) 276-6246 · clintoninvestment.com
ComplianceMarketing & brand
55
CHICAGO PARTNERS INVESTMENT GROUP LLC notice-filed in AK, AR, DE, ID, KS, MS, ND, OK, PR, RI, VI, WV, WY. IAPD ↗
$4.59B RAUM · 33 reps · 312 284 6363 · chicagopartnersllc.com
ComplianceMarketing & brand
55
PATHSTONE notice-filed in IN, KS, KY, MN, NE, NM, PR, SD, WV. IAPD ↗
$48.26B RAUM · 287 reps · 201-944-7284
ComplianceMarketing & brand
55
SUMMIT GLOBAL INVESTMENTS, LLC notice-filed in AL, CT, HI, LA, MA, MI, MO, NC, NH, NJ, NM, OK, SD, TN, VT, WI, WY. IAPD ↗
$2.03B RAUM · 15 reps · 888-251-4847 · sgiam.com
ComplianceMarketing & brand
55
PERSONAL CFO SOLUTIONS LLC notice-filed in IA, IN, KY, NE, OR, VT. IAPD ↗
$1.17B RAUM · 13 reps · 908-955-7055 · pcfos.com
ComplianceMarketing & brand
55
RITHOLTZ WEALTH MANAGEMENT notice-filed in HI, IA, ME, MT, UT, VT. IAPD ↗
$4.27B RAUM · 38 reps · (212) 625-1200
ComplianceMarketing & brand
55
SPIDERROCK ADVISORS, LLC notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
$4.85B RAUM · 10 reps · (312) 847-0300 · spiderrockadvisors.com
ComplianceMarketing & brand
55
LIDO notice-filed in AK, AR, ME, ND, OK, RI, VI, WV. IAPD ↗
$19.66B RAUM · 147 reps · 310-278-8232 · lidoadvisors.com
ComplianceMarketing & brand
55
TRILOGY CAPITAL, INC. notice-filed in AL, AR, DE, MS, VT, WY. IAPD ↗
$1.89B RAUM · 75 reps · 714-843-9977 · trilogyfs.com
ComplianceMarketing & brand
55
MOLONEY SECURITIES ASSET MANAGEMENT LLC notice-filed in CT, DC, DE, MS, VT, WY. IAPD ↗
$1.20B RAUM · 78 reps · (314) 909-0600
ComplianceMarketing & brand
55
COURIER CAPITAL, LLC notice-filed in AZ, CO, CT, GA, MD, NJ. IAPD ↗
$2.86B RAUM · 12 reps · 716-883-9595 · couriercapital.com
ComplianceMarketing & brand
55
INVST, LLC notice-filed in AL, DE, NM, OK, UT. IAPD ↗
$1.35B RAUM · 40 reps · 317-202-1891
ComplianceMarketing & brand
55
MANHATTAN WEST ASSET MANAGEMENT, LLC notice-filed in AZ, CO, DE, GA, IL, MA, MI, NC, NJ, OK, WA, WI. IAPD ↗
$1.04B RAUM · 33 reps · 310-341-4585
ComplianceMarketing & brand
55
CALVERT RESEARCH AND MANAGEMENT notice-filed in AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
$38.42B RAUM · 204 reps · 800-368-2745
ComplianceMarketing & brand
55
BRYN MAWR CAPITAL MANAGEMENT, LLC notice-filed in DC, ME, NC, OH, SC, WA. IAPD ↗
$3.04B RAUM · 32 reps · 215.731.1820 · bmt.com
ComplianceMarketing & brand
55
PRINCIPAL STREET PARTNERS, LLC notice-filed in CO, CT, FL, GA, LA, TX. IAPD ↗
$2.87B RAUM · 5 reps · 844-678-6900
ComplianceMarketing & brand
55
CRESTWOOD ADVISORS notice-filed in AZ, GA, IL, MI, OR, VT. IAPD ↗
$5.69B RAUM · 46 reps · 617-523-8880 · crestwoodadvisors.com
ComplianceMarketing & brand
55
EVERSOURCE WEALTH ADVISORS, LLC notice-filed in AR, DC, IL, KS, KY, MI, MO, NM, OR, PA. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515
ComplianceMarketing & brand
55
PERENNIAL FINANCIAL SERVICES notice-filed in GA, HI, IL, MT, NC, NJ, OK, TN, WI. IAPD ↗
$1.48B RAUM · 32 reps · 310-445-2504
ComplianceMarketing & brand
55
VIDENT ASSET MANAGEMENT notice-filed in AZ, CO, DE, MI, OR, PA. IAPD ↗
$8.99B RAUM · 6 reps · 404-267-1501 · videntam.com
ComplianceMarketing & brand
55
QUANTINNO CAPITAL MANAGEMENT LP notice-filed in AL, DE, GA, IA, IN, KY, LA, MI, MN, MO, MT, NC, NJ, NV, OH, SC, SD, UT. IAPD ↗
$4.30B RAUM · 5 reps · (212) 313-9431 · quantinno.com
ComplianceMarketing & brand
55
F/M INVESTMENTS LLC notice-filed in AK, AL, AR, AZ, DE, GA, IA, ID, IL, IN, KY, LA, MD, ME, MN, MO, MS, MT, ND, NM, OK, OR, RI, SC, TN, UT, VA, VT, WA, WI, WV, WY. IAPD ↗
$5.88B RAUM · 8 reps · 202-839-4910 · genoaam.com
ComplianceMarketing & brand
55
MERCURY ADVISORY, LLC notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
$6.40B RAUM · 2 reps · 415-878-1068
ComplianceMarketing & brand
55
CARRICK LANE LLC notice-filed in CA, DC, FL, GA, NJ, OH, TX, WA. IAPD ↗
$1.44B RAUM · 5 reps · 212-433-8450
ComplianceMarketing & brand
55
JOURNEY STRATEGIC WEALTH LLC notice-filed in AZ, DC, IL, KS, MA, MN, MO, NC, NE, NM, OK, TX, WI, WY. IAPD ↗
$3.07B RAUM · 12 reps · (201) 905-0070 · journeysw.com
ComplianceMarketing & brand
55
SMITH GROUP ASSET MANAGEMENT, LLC notice-filed in ID, KY, MT, NM, OR. IAPD ↗
$1.96B RAUM · 8 reps · 214-880-4600 · smithasset.com
ComplianceMarketing & brand
55
HIGHPOINT PLANNING PARTNERS notice-filed in ME, MT, NM, OK, RI, SD, UT, VT. IAPD ↗
$3.00B RAUM · 94 reps · 630-719-9222
ComplianceMarketing & brand
55
INVICTUS PRIVATE WEALTH, LLC notice-filed in AZ, CT, GA, IL, MA, NC, NJ, NM, SC. IAPD ↗
$1.07B RAUM · 2 reps · 202-744-9724 · invictusprivatewealth.com
ComplianceMarketing & brand
55
ADVISOR PARTNERS notice-filed in AK, DC, DE, ID, ME, MS, OR, RI. IAPD ↗
$3.38B RAUM · 6 reps · 888-265-2257 · advisorpartners.com
ComplianceMarketing & brand
55
STONEBRIDGE FINANCIAL GROUP, LLC notice-filed in AZ, CA, CO, CT, DE, FL, GA, MD, ME, NC, NH, NY, OH, SC, VA. IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
ComplianceMarketing & brand
53
INCOME RESEARCH + MANAGEMENT notice-filed in KY, ME, PR, SD. IAPD ↗
$96.99B RAUM · 63 reps · 617-330-9333
ComplianceMarketing & brand
53
JENSEN INVESTMENT MANAGEMENT INC. notice-filed in GA, ID, LA, UT. IAPD ↗
$13.44B RAUM · 16 reps · 503-726-4384
ComplianceMarketing & brand
53
TRUMBOWER FINANCIAL ADVISORS LLC notice-filed in AZ, CA, MA, NJ. IAPD ↗
$1.66B RAUM · 8 reps · 301-215-8340 · trufinancial.com
ComplianceMarketing & brand
53
MCQUEEN FINANCIAL ADVISORS II, INC. notice-filed in IL, NE, NY, OH. IAPD ↗
$11.62B RAUM · 16 reps · 248-548-8400 · m-f-a.com
ComplianceMarketing & brand
53
CAHILL FINANCIAL ADVISORS, INC. notice-filed in GA, IL, NH, PA. IAPD ↗
$1.32B RAUM · 12 reps · 952-926-1659
ComplianceMarketing & brand
53
FINANCIAL MANAGEMENT NETWORK INC notice-filed in HI, ID, MN, OH. IAPD ↗
$1.48B RAUM · 21 reps · 949-455-0300 · fmnbenefits.com
ComplianceMarketing & brand
53
WAVERLY ADVISORS, LLC notice-filed in ID, NH, NM, OK. IAPD ↗
$10.06B RAUM · 84 reps · 205-871-3334 · waassett.com
ComplianceMarketing & brand
53
ALEXANDER LABRUNERIE & CO., INC. notice-filed in AR, DC, FL, NY, TN. IAPD ↗
$426.7M RAUM · 6 reps · 573-449-5313
ComplianceMarketing & brand
53
PAUL WINKLER, INC. notice-filed in CO, CT, IL, MD, ME, MO, NE, NY, PA, SC, UT, WA. IAPD ↗
$284.0M RAUM · 13 reps · 615-851-1950
ComplianceMarketing & brand
53
THE CAPROCK GROUP, LLC notice-filed in AZ, FL, IL, NJ. IAPD ↗
$6.92B RAUM · 30 reps · (208) 368-9600 · caprock.com
ComplianceMarketing & brand
53
ADIRONDACK FINANCIAL SERVICES CORP notice-filed in CO, GA, IL, MD, ME, MS, NJ, OH, OR, PA, SC, TN, VA. IAPD ↗
$376.7M RAUM · 10 reps · 315-724-4186 · adkfs.com
ComplianceMarketing & brand
53
IFC PERSONAL MONEY MANAGERS, INC. notice-filed in AZ, CT, DC, MA, MD. IAPD ↗
$395.2M RAUM · 1 reps · 212-721-8713 · objectiveadvice.com
ComplianceMarketing & brand
53
ABACUS WEALTH PARTNERS notice-filed in KS, LA, SC, WI. IAPD ↗
$3.14B RAUM · 36 reps · 888-422-2287 · abacuswealth.com
ComplianceMarketing & brand
53
MCMILL CPA AND ADVISORS notice-filed in GA, KS, MN, NY, TN, WA. IAPD ↗
$640.9M RAUM · 17 reps · 402-371-1160
ComplianceMarketing & brand
53
ABG CONSULTANTS notice-filed in AR, AZ, CT, DC, FL, GA, IA, IL, IN, KS, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, VA, WA, WI. IAPD ↗
$511.9M RAUM · 3 reps · 801-486-5069 · consultabg.com
ComplianceMarketing & brand
53
THE HOERNER PLANNING GROUP, LLC notice-filed in CO, CT, MT, NC. IAPD ↗
$1.33B RAUM · 3 reps · 540-687-5090
ComplianceMarketing & brand
53
MEASURED RISK PORTFOLIOS notice-filed in CO, GA, ID, NY, VA. IAPD ↗
$297.8M RAUM · 2 reps · 858-935-1125 · measuredriskportfolios.com
ComplianceMarketing & brand
53
BIP WEALTH, LLC notice-filed in DC, KY, NJ, WA. IAPD ↗
$2.83B RAUM · 27 reps · 404-495-5230
ComplianceMarketing & brand
53
CANNON CAPITAL MANAGEMENT, INC. notice-filed in AZ, CA, GA, HI, IA, ID, IL, LA, MO, MS, NV, OK, TX, WA, WY. IAPD ↗
$304.2M RAUM · 2 reps · 801-566-3190 · cannoncap.com
ComplianceMarketing & brand
53
AXIOM ASSET MANAGEMENT notice-filed in DC, IL, LA, NC, SC, TN, VA. IAPD ↗
$728.1M RAUM · 5 reps · 610-688-0050 · axiomasset.com
ComplianceMarketing & brand
53
PROSPERITY FINANCIAL GROUP, INC. notice-filed in MA, NH, NM, SC, WI. IAPD ↗
$261.7M RAUM · 9 reps · 925-314-8500 · prosperityfg.com
ComplianceMarketing & brand
53
OLD WEST INVESTMENT MANAGEMENT, LLC notice-filed in AZ, DE, IL, LA, NH, NJ, NV, TN, TX. IAPD ↗
$401.9M RAUM · 7 reps · (213) 943-1740 · oldwestim.com
ComplianceMarketing & brand
53
THREE BRIDGE WEALTH ADVISORS notice-filed in CO, FL, HI, NJ, NV, OK, OR, WA. IAPD ↗
$756.4M RAUM · 3 reps · 650-433-3500 · threebridgewa.com
ComplianceMarketing & brand
53
SELECT MONEY MANAGEMENT, INC. notice-filed in IL, IN, MN, WY. IAPD ↗
$1.11B RAUM · 8 reps · 949-975-7900 · selectportfolio.com
ComplianceMarketing & brand
53
WESTSIDE INVESTMENT MANAGEMENT, LLC notice-filed in AZ, FL, LA, OR, WA. IAPD ↗
$659.4M RAUM · 8 reps · 310-315-9400
ComplianceMarketing & brand
53
BEACON CAPITAL MANAGEMENT, LLC notice-filed in CO, LA, MI, MS, NC, VA. IAPD ↗
$859.2M RAUM · 17 reps · 615-224-9794
ComplianceMarketing & brand
53
CLARIFY WEALTH MANAGEMENT notice-filed in AZ, GA, MI, NC, TN, WA. IAPD ↗
$410.0M RAUM · 8 reps · 513-381-0001 · clarifywealth.com
ComplianceMarketing & brand
53
INTEGRITY WEALTH ADVISORS, LLC notice-filed in NC, NV, NY, TN, UT. IAPD ↗
$311.6M RAUM · 8 reps · 805-339-0760 · iwaplan.com
ComplianceMarketing & brand
53
DGS CAPITAL MANAGEMENT notice-filed in CO, CT, FL, NC, VA, WA. IAPD ↗
$446.7M RAUM · 4 reps · 646-992-4370 · dgs.capital
ComplianceMarketing & brand
53
NICOLET WEALTH MANAGEMENT notice-filed in NC, OH, UT, VA. IAPD ↗
$3.67B RAUM · 30 reps · 920-430-1400 · nicoletbank.com
ComplianceMarketing & brand
53
ARISTOTLE ATLANTIC PARTNERS, LLC notice-filed in DE, MA, MD, WA. IAPD ↗
$2.88B RAUM · 5 reps · 212-652-4150 · aristotlecap.com
ComplianceMarketing & brand
53
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. notice-filed in AZ, CA, CO, LA, NH, PA, SC, VA. IAPD ↗
$422.0M RAUM · 12 reps · 866-405-1031 · askglobalwealth.com
ComplianceMarketing & brand
53
FROST INVESTMENT SERVICES notice-filed in HI, MI, OR, UT. IAPD ↗
$2.74B RAUM · 94 reps · 210.220.5000
ComplianceMarketing & brand
53
MAIA WEALTH notice-filed in GA, KS, MI, NJ, NM, OR, SD, UT, WA, WI. IAPD ↗
$392.5M RAUM · 30 reps · (720) 644-8803
ComplianceMarketing & brand
53
ACCURATE WEALTH MANAGEMENT, LLC notice-filed in AL, CO, CT, GA, IA, KS, LA, MD, ME, MI, MT, NH, NM, OR, PR. IAPD ↗
$780.5M RAUM · 28 reps · 813-994-0984 · seacureadvisors.com
ComplianceMarketing & brand
53
EUDAIMONIA ADVISORS LLC notice-filed in CA, MA, NC, NY, OK, VA. IAPD ↗
$307.1M RAUM · 5 reps · (931) 968-1127 · eudaimoniaria.com
ComplianceMarketing & brand
53
RSW INVESTMENTS notice-filed in AL, GA, SD, TN. IAPD ↗
$2.32B RAUM · 6 reps · 908-273-4311
ComplianceMarketing & brand
53
SCHORN WEALTH notice-filed in CA, DE, MD, NC, NJ, NY, SC, TX. IAPD ↗
$289.9M RAUM · 5 reps · 610 399-1500 · schorn.net
ComplianceMarketing & brand
53
FORTIS CAPITAL ADVISORS, LLC notice-filed in AZ, CO, GA, ME, TX, VA, VT. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
ComplianceMarketing & brand
53
CALLAN FAMILY OFFICE, LLC notice-filed in CA, DE, NJ, SC. IAPD ↗
$4.77B RAUM · 14 reps · (877) 506-7990 · callanfamilyoffice.com
ComplianceMarketing & brand
53
TRANSCE3ND LLC notice-filed in IA, IL, KS, NC, NE, NY, VA, VT, WA. IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
ComplianceMarketing & brand
53
PACE FINANCIAL ADVISORS notice-filed in AZ, FL, GA, LA, MT, TN, WA. IAPD ↗
$301.0M RAUM · 9 reps · 971-727-8434 · pace-fa.com
ComplianceMarketing & brand
53
APOLLON FINANCIAL, LLC notice-filed in AZ, CA, FL, IN, MI, NC, NY, OH, TX, VA, WI. IAPD ↗
$482.3M RAUM · 7 reps · 843-579-0018 · apollonfinancial.com
ComplianceMarketing & brand
53
LANDMARK WEALTH MANAGEMENT GROUP notice-filed in AK, AZ, CO, FL, IN, NV, OR, TX, WA. IAPD ↗
$824.4M RAUM · 12 reps · (800) 251-9932 · landmarkwealth.com
ComplianceMarketing & brand
53
BALANZ notice-filed in NJ, NY, SC, UT, VA. IAPD ↗
$265.9M RAUM · 3 reps · 786 687-4066 · balanz.us
ComplianceMarketing & brand
53
COMMONWEALTH FINANCIAL SERVICES notice-filed in FL, GA, IN, MD, NC, ND, NE, PA, SC, TX, VA. IAPD ↗
$649.5M RAUM · 11 reps · 304-422-3531
ComplianceMarketing & brand
53
CASCADE FINANCIAL PARTNERS, LLC notice-filed in AZ, MA, MI, NV, NY, TX, UT. IAPD ↗
$973.9M RAUM · 4 reps · 858-379-6701 · cascadefinancialpartners.com
ComplianceMarketing & brand
53
KICKSTAND WEALTH ADVISORS notice-filed in CA, FL, MA, MI, NC, SC, TX, VA. IAPD ↗
$453.9M RAUM · 4 reps · 585-382-8600
ComplianceMarketing & brand
51
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. notice-filed in NJ, NY, VA. IAPD ↗
$3.76B RAUM · 9 reps · 858-964-0500
ComplianceMarketing & brand
51
SHELTON CAPITAL MANAGEMENT notice-filed in ID, NE, UT. IAPD ↗
$4.78B RAUM · 15 reps · 800-955-9988 · sheltoncap.wistia.com
ComplianceMarketing & brand
51
FINANCIAL SYNERGIES notice-filed in AR, DC, SC. IAPD ↗
$1.29B RAUM · 14 reps · 713-623-6600
ComplianceMarketing & brand
51
FRAZIER FINANCIAL ADVISORS, LLC notice-filed in AZ, CA, IL, IN. IAPD ↗
$767.9M RAUM · 14 reps · 614-793-8297 · frazierfinancial.com
ComplianceMarketing & brand
51
ADELL HARRIMAN & CARPENTER notice-filed in NC, OH, TN. IAPD ↗
$1.33B RAUM · 5 reps · 713-621-1155 · ahcinvest.com
ComplianceMarketing & brand
51
GARCIA HAMILTON & ASSOCIATES LP notice-filed in CT, MD, MI. IAPD ↗
$20.24B RAUM · 13 reps · 713-853-2322 · garciahamiltonassociates.com
ComplianceMarketing & brand
51
GEMMER ASSET MANAGEMENT LLC notice-filed in HI, NC, VA. IAPD ↗
$1.70B RAUM · 7 reps · 925-933-3786
ComplianceMarketing & brand
51
IAG WEALTH PARTNERS, LLC notice-filed in GA, IA, WA. IAPD ↗
$1.33B RAUM · 13 reps · 262/446-8150
ComplianceMarketing & brand
51
FINANCIAL SENSE ADVISORS, INC. notice-filed in IA, IN, MS, WI. IAPD ↗
$568.4M RAUM · 8 reps · 858-487-3939 · financialsensewealth.com
ComplianceMarketing & brand
51
SAND HILL GLOBAL ADVISORS, LLC notice-filed in ME, NC, NV. IAPD ↗
$3.44B RAUM · 14 reps · 650-854-9150
ComplianceMarketing & brand
51
STONEBRIDGE CAPITAL ADVISORS LLC notice-filed in KY, MA, NH. IAPD ↗
$2.03B RAUM · 14 reps · 651-251-1000 · stonebridgecap.com
ComplianceMarketing & brand
51
CASTLEKEEP INVESTMENT ADVISORS notice-filed in FL, IL, NJ, TX. IAPD ↗
$762.4M RAUM · 5 reps · 203.682.7200 · castlekeepadvisors.com
ComplianceMarketing & brand
51
HENDERSHOT INVESTMENTS, INC. notice-filed in CO, MN, OH, SC. IAPD ↗
$883.3M RAUM · 4 reps · 703-361-6130 · hendershotinvestments.com
ComplianceMarketing & brand
51
SILVERCREST ASSET MANAGEMENT GROUP LLC notice-filed in CO, LA, WY. IAPD ↗
$33.28B RAUM · 58 reps · 212-649-0600 · silvercrestgroup.com
ComplianceMarketing & brand
51
VERITY INVESTMENT PARTNERS notice-filed in MA, MN, TN, WA. IAPD ↗
$938.8M RAUM · 11 reps · 843-379-6661 · verityvip.com
ComplianceMarketing & brand
51
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. notice-filed in NC, OR, SC. IAPD ↗
$1.92B RAUM · 39 reps · 888-882-0072 · acrinv-rps.com
ComplianceMarketing & brand
51
PCA INVESTMENT ADVISORY SERVICES, INC. notice-filed in CA, CO, TN. IAPD ↗
$2.89B RAUM · 10 reps · 513.281.3366 · pencorp.com
ComplianceMarketing & brand
51
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. notice-filed in AL, PA, UT, VA. IAPD ↗
$292.8M RAUM · 2 reps · 859-223-6333
ComplianceMarketing & brand
51
EHRENKRANZ PARTNERS L.P. notice-filed in AL, IL, LA. IAPD ↗
$18.02B RAUM · 12 reps · 212-891-8600
ComplianceMarketing & brand
51
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC notice-filed in DE, VA, VT. IAPD ↗
$6.99B RAUM · 7 reps · 800-458-6589 · stephensimg.com
ComplianceMarketing & brand
51
PURE FINANCIAL ADVISORS, LLC notice-filed in AL, MD, WI. IAPD ↗
$6.29B RAUM · 56 reps · 877-222-6044 · purefinancial.com
ComplianceMarketing & brand
51
HOLLOW BROOK WEALTH MANAGEMENT LLC notice-filed in CO, NJ, VA. IAPD ↗
$1.05B RAUM · 6 reps · 212-364-1848 · hollowbrookllc.com
ComplianceMarketing & brand
51
FREESTONE CAPITAL MANAGEMENT, LLC notice-filed in LA, NE, NH. IAPD ↗
$9.53B RAUM · 43 reps · 206-707-7300
ComplianceMarketing & brand
51
ROSEMAN WAGNER WEALTH MANAGEMENT notice-filed in AZ, GA, MT. IAPD ↗
$1.11B RAUM · 5 reps · (916) 652-1525
ComplianceMarketing & brand
51
MERIDIAN WEALTH MANAGEMENT, LLC notice-filed in DE, NM, UT. IAPD ↗
$2.91B RAUM · 29 reps · 859-543-4516
ComplianceMarketing & brand
51
RED DOOR WEALTH MANAGEMENT, LLC notice-filed in NM, NY, VA. IAPD ↗
$1.79B RAUM · 8 reps · 901-681-0018
ComplianceMarketing & brand
51
MARTIN CAPITAL PARTNERS, LLC notice-filed in AZ, CA, TX, WA. IAPD ↗
$333.0M RAUM · 4 reps · 541-636-4170 · martincp.com
ComplianceMarketing & brand
51
CONNECTICUT WEALTH MANAGEMENT, LLC notice-filed in CO, DC, OH. IAPD ↗
$3.17B RAUM · 35 reps · 860-470-0290 · vimeo.com
ComplianceMarketing & brand
51
SOLTIS INVESTMENT ADVISORS, LLC notice-filed in AK, AL, DC. IAPD ↗
$6.82B RAUM · 45 reps · 435-674-1600 · soltisadvisors.com
ComplianceMarketing & brand
51
MURPHY & SYLVEST notice-filed in CO, FL, TN, VA. IAPD ↗
$321.3M RAUM · 8 reps · (214) 373-8362 · murphysylvest.com
ComplianceMarketing & brand
51
GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in IN, OK, SC. IAPD ↗
$1.69B RAUM · 51 reps · 866.273.1563 · cfmplanners.com
ComplianceMarketing & brand
51
COPPER FINANCIAL notice-filed in CT, OR, PA, WA. IAPD ↗
$306.4M RAUM · 43 reps · 913-905-3600
ComplianceMarketing & brand
51
ARISTOTLE CREDIT PARTNERS, LLC notice-filed in GA, NH, NJ, NV. IAPD ↗
$947.3M RAUM · 3 reps · 949-681-2100 · aristotlecap.com
ComplianceMarketing & brand
51
SUMMIT TRAIL ADVISORS, LLC notice-filed in IA, OK, TN. IAPD ↗
$17.65B RAUM · 28 reps · 212-812-7010
ComplianceMarketing & brand
51
PROFICIO CAPITAL PARTNERS LLC notice-filed in OH, SC, VA. IAPD ↗
$3.42B RAUM · 11 reps · 617-340-8425 · proficiocap.com
ComplianceMarketing & brand
51
TRUE LINK FINANCIAL ADVISORS notice-filed in MI, MN, NJ. IAPD ↗
$1.14B RAUM · 5 reps · 866-984-8576 · truelinkfinancial.com
ComplianceMarketing & brand
51
QUARRY HILL ADVISORS notice-filed in CO, IL, MA, NH. IAPD ↗
$255.7M RAUM · 4 reps · 6124400318
ComplianceMarketing & brand
51
CAPITA FINANCIAL NETWORK, LLC notice-filed in HI, MO, OR. IAPD ↗
$1.46B RAUM · 18 reps · 801-566-5058 · capitafinancialnetwork.com
ComplianceMarketing & brand
51
WILKINSON GLOBAL ASSET MANAGEMENT LLC notice-filed in LA, NH, PA. IAPD ↗
$2.08B RAUM · 6 reps · 212-301-6864 · wilkinsongam.com
ComplianceMarketing & brand
51
GUARDIAN WEALTH ADVISORS, LLC notice-filed in AZ, MD, NY. IAPD ↗
$1.66B RAUM · 23 reps · 919-874-1900 · guardian-wa.com
ComplianceMarketing & brand
51
MAIN STREET FINANCIAL SOLUTIONS, LLC notice-filed in AL, AR, CO. IAPD ↗
$1.77B RAUM · 35 reps · 215-259-5021
ComplianceMarketing & brand
51
SOUTHBRIDGE ADVISORS, LLC notice-filed in LA, OH, SC, TX. IAPD ↗
$303.1M RAUM · 6 reps · 866-797-8693 · southbridgeadv.com
ComplianceMarketing & brand
51
PALLAS CAPITAL ADVISORS, LLC notice-filed in IL, OH, WI. IAPD ↗
$2.97B RAUM · 24 reps · (781) 971-5052 · pallascapitaladvisors.com
ComplianceMarketing & brand
51
HERITAGE WEALTH ADVISORS notice-filed in CO, IL, MI, TN. IAPD ↗
$496.4M RAUM · 3 reps · 513-440-5475 · yourheritageadvisors.com
ComplianceMarketing & brand
51
PROSPERITAS FINANCIAL, LLC notice-filed in AR, CO, NY, OR. IAPD ↗
$391.8M RAUM · 13 reps · 661-255-9555
ComplianceMarketing & brand
51
STEVENS CAPITAL PARTNERS notice-filed in IL, MN, NC, PA. IAPD ↗
$282.2M RAUM · 6 reps · 402-251-5800 · mypurposefulwealth.com
ComplianceMarketing & brand
51
FOURTHOUGHT FINANCIAL PARTNERS, LLC. notice-filed in NV, RI, WV. IAPD ↗
$1.33B RAUM · 21 reps · 941-408-8557
ComplianceMarketing & brand
51
UNITED ADVISOR GROUP notice-filed in CA, FL, MD, NC. IAPD ↗
$578.8M RAUM · 28 reps · 888.242.4912 · uagria.com
ComplianceMarketing & brand
50
DOMINARI SECURITIES LLC notice-filed in AK, AL, HI, IA, ID, KS, KY, MS, NV, OK, PR, VI, WV. IAPD ↗
$26.8M RAUM · 8 reps · 212-393-4500 · dominarisecurities.com
ComplianceMarketing & brand
50
STERLING CAPITAL MANAGEMENT INC notice-filed in CA, FL, IA, IL, MN, NM, NY, TX. IAPD ↗
$213.9M RAUM · 2 reps · 262-970-9700
ComplianceMarketing & brand
50
GENTER ADVISORS LLC notice-filed in AZ, CO, GA, LA, NV, NY, UT, WA. IAPD ↗
$157.6M RAUM · 4 reps · 310-477-6543 · genteradvisors.com
ComplianceMarketing & brand
50
KIPLINGER WEALTH ADVISORS notice-filed in FL, IN, KY, TN, TX. IAPD ↗
$189.1M RAUM · 4 reps · 937-886-1442
ComplianceMarketing & brand
50
D & G ADVISORY GROUP, L.L.C. notice-filed in AZ, FL, ID, MN, SC. IAPD ↗
$131.8M RAUM · 2 reps · 906-863-8069 · dgadvisory.com
ComplianceMarketing & brand
50
DAI WEALTH, LLC notice-filed in AR, CT, DC, IN, LA, MD, ME, MT, ND, NE, NJ, RI, SD, VT, WV. IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
ComplianceMarketing & brand
50
ALERA RETIREMENT ADVISORS, LLC notice-filed in AZ, CO, IL, KS, MA, MD, MO, OH, OR, VA, WI. IAPD ↗
$39.0M RAUM · 4 reps · (585) 434-0646 · waterfordgroupny.com
ComplianceMarketing & brand
50
ELEVATION CAPITAL ADVISORY notice-filed in AZ, CA, NC, NH, TX, UT, WA. IAPD ↗
$200.4M RAUM · 3 reps · (541) 728-0321 · elevationcapitalstrategies.com
ComplianceMarketing & brand
50
MUNN WEALTH MANAGEMENT, LLC notice-filed in AZ, CO, GA, IL, NH, TX. IAPD ↗
$197.2M RAUM · 5 reps · 419-794-0536 · munnwealth.com
ComplianceMarketing & brand
50
GOLDEN RESERVE RETIREMENT, LLC notice-filed in CA, GA, IA, ID, ME, NC, SC, TN, VA, WY. IAPD ↗
$201.1M RAUM · 6 reps · 855-456-4777
ComplianceMarketing & brand
50
ACCESS SOFTEK ADVISORY SERVICES notice-filed in AR, CO, GA, ID, IN, KS, KY, LA, MD, ME, MO, MT, NC, NE, NH, NJ, NM, OH, OR, SD, VA, WI, WY. IAPD ↗
$3.5M RAUM · 1 reps · 510-898-7606 · accesssoftek.com
ComplianceMarketing & brand
50
SAVVYFI notice-filed in CO, CT, DC, GA, IA, IL, KY, MD, MI, MS, NY, PA, RI, VA, WA, WI, WV. IAPD ↗
$624,849 RAUM · 1 reps · 615-241-0144 · savvyfi.co
ComplianceMarketing & brand
50
RETIRABLE notice-filed in AR, CT, HI, IN, KS, MA, MI, MS, OH, OR, PA, WI. IAPD ↗
$60.5M RAUM · 7 reps · 833 222 1807
ComplianceMarketing & brand
50
DRIVEN INVESTMENTS LLC notice-filed in IA, IN, KY, MD, NJ, SC, TN. IAPD ↗
$109.3M RAUM · 6 reps · 844-932-3272
ComplianceMarketing & brand
50
KEY WEALTH ADVISORS LLC notice-filed in CA, CO, CT, IL, MA, MD, NJ, NM, NV, TX, VA. IAPD ↗
$71.5M RAUM · 1 reps · (256) 715-9611
ComplianceMarketing & brand
50
LET BOB ADVISORY, LLC notice-filed in FL, GA, KY, LA, MD, MS, NJ, OH, TN, TX. IAPD ↗
$51,380 RAUM · 6 reps · 2052184597 · letbobtrade.com
ComplianceMarketing & brand
50
RANGE ADVISORY, LLC notice-filed in AR, DC, HI, IA, ID, KS, ME, MO, MT, NE, NH, NM, OH, OK, RI, SD, VT, WI. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
ComplianceMarketing & brand
50
STEP ADVISERS, LLC notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. IAPD ↗
$0 RAUM · 3 reps · (650) 459-0600 · step.com
ComplianceMarketing & brand
50
HYVE notice-filed in CA, CT, FL, GA, OH, TX. IAPD ↗
$7,299 RAUM · 1 reps · 8457938561 · letshyve.com
ComplianceMarketing & brand
50
TRIAD WEALTH PARTNERS, LLC notice-filed in AL, AR, FL, IL, IN, MI, MO, NC, NV, NY, OH, PA, TX, WI. IAPD ↗
$153.4M RAUM · 5 reps · 785-830-0000
ComplianceMarketing & brand
50
NECTARINE notice-filed in AL, FL, KY, MA, NC, NY, OH, OK, OR, VA. IAPD ↗
$0 RAUM · 1 reps · (858) 779-0115 · hellonectarine.com
ComplianceMarketing & brand
50
NEON MONEY IA, LLC notice-filed in AK, AL, AR, AZ, CO, CT, HI, IA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, OK, OR, SC, TN, UT, WA, WI. IAPD ↗
$0 RAUM · 1 reps · 305-413-1420 · joinneon.com
ComplianceMarketing & brand
50
JB WEALTH ADVISORS LLC notice-filed in AR, LA, NJ, NV, OR. IAPD ↗
$11.2M RAUM · 2 reps · 615-560-8268
ComplianceMarketing & brand
50
TAR RIVER WEALTH PLANNING, LLC notice-filed in AL, CA, FL, GA, MD, OR, SC, TN, TX, VA. IAPD ↗
$220.2M RAUM · 4 reps · 919-496-1511 · tarriverwealthplanning.com
ComplianceMarketing & brand
50
POTENTIA WEALTH notice-filed in AZ, CO, FL, NY, OR, TX, WA. IAPD ↗
$0 RAUM · 5 reps · 408-288-7886
ComplianceMarketing & brand
50
SOVRAN ADVISORS, LLC notice-filed in AZ, CT, HI, ID, IL, IN, MA, MD, MI, MN, MO, NH, NY, OH, OR, SC, TN, UT. IAPD ↗
$0 RAUM · 2 reps · 619-281-9890 · sovranadvisors.com
ComplianceMarketing & brand
50
SALUS FINANCIAL ADVISORS notice-filed in CA, FL, IL, MN, ND, WI. IAPD ↗
$0 RAUM · 2 reps · 612-747-9420 · salusfinancialadvisors.com
ComplianceMarketing & brand
49
GEORGE MCKELVEY CO., LLC notice-filed in DC, NC. IAPD ↗
$1.05B RAUM · 9 reps · 732-449-5323 · georgemckelvey.com
ComplianceMarketing & brand
49
ALLEGHENY INVESTMENTS, LTD. notice-filed in MI, MO, WI. IAPD ↗
$530.3M RAUM · 49 reps · 412-367-3880
ComplianceMarketing & brand
49
ABNER HERRMAN & BROCK, LLC notice-filed in ME, WA. IAPD ↗
$1.95B RAUM · 5 reps · 201-484-2000 · ahbi.com
ComplianceMarketing & brand
49
ROGAN & ASSOCIATES notice-filed in AZ, OH, VA. IAPD ↗
$586.2M RAUM · 10 reps · 727-712-3400
ComplianceMarketing & brand
49
FIRST CITIZENS INVESTOR SERVICES, INC. notice-filed in DE, UT. IAPD ↗
$1.73B RAUM · 130 reps · 800-229-0205
ComplianceMarketing & brand
49
NEXT FINANCIAL GROUP, INC. notice-filed in PR, VI. IAPD ↗
$3.52B RAUM · 358 reps · 877-876-6398 · nextfinancial.com
ComplianceMarketing & brand
49
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. notice-filed in MN, NV. IAPD ↗
$8.39B RAUM · 26 reps · 503-226-1444 · fergusonwellman.com
ComplianceMarketing & brand
49
SALEM INVESTMENT COUNSELORS INC notice-filed in AZ, NE. IAPD ↗
$3.61B RAUM · 12 reps · 336-768-7230 · saleminvestment.com
ComplianceMarketing & brand
49
D.F. DENT AND COMPANY, INC. notice-filed in IA, VT. IAPD ↗
$8.15B RAUM · 16 reps · 410-837-2544 · dfdent.com
ComplianceMarketing & brand
49
BALDWIN BROTHERS LLC notice-filed in NJ, OR. IAPD ↗
$2.28B RAUM · 12 reps · (508) 748-0800 · baldwinbrothersinc.com
ComplianceMarketing & brand
49
SCHARF INVESTMENTS, LLC notice-filed in DE, KY. IAPD ↗
$4.54B RAUM · 14 reps · 831-429-6513 · scharfinvestments.com
ComplianceMarketing & brand
49
HOLDERNESS INVESTMENTS CO notice-filed in FL, SC, VA. IAPD ↗
$510.8M RAUM · 4 reps · 336-574-1400 · holdernessinvestments.com
ComplianceMarketing & brand
49
PDS PLANNING INC notice-filed in AZ, CO. IAPD ↗
$1.39B RAUM · 11 reps · 614-481-8449 · pdsplanning.com
ComplianceMarketing & brand
49
BSW WEALTH PARTNERS notice-filed in IA, VA. IAPD ↗
$1.84B RAUM · 21 reps · 303-444-9696 · bsw.com
ComplianceMarketing & brand
49
AGILI, P.C. notice-filed in NE, NY. IAPD ↗
$1.10B RAUM · 11 reps · 804-358-2702 · agilipersonalcfo.com
ComplianceMarketing & brand
49
COMPASS CAPITAL MANAGEMENT INC notice-filed in AL, NJ. IAPD ↗
$1.96B RAUM · 9 reps · 612-338-4051
ComplianceMarketing & brand
49
BOURGEON CAPITAL MANAGEMENT LLC notice-filed in MA, MD, OR. IAPD ↗
$782.9M RAUM · 2 reps · 203-280-1170
ComplianceMarketing & brand
49
AFFILIATED FINANCIAL ADVISORS INC notice-filed in AZ, MA, MD. IAPD ↗
$404.5M RAUM · 4 reps · 414-476-4999 · affiliatedfa.com
ComplianceMarketing & brand
49
SUNCOAST EQUITY MANAGEMENT, LLC notice-filed in NJ, SC. IAPD ↗
$1.36B RAUM · 11 reps · (813) 963-0502
ComplianceMarketing & brand
49
ALESCO ADVISORS LLC notice-filed in MI, NE. IAPD ↗
$4.43B RAUM · 14 reps · (585)586-0970 · alescoadvisors.com
ComplianceMarketing & brand
49
LEGACY WEALTH MANAGEMENT INC notice-filed in OH, VA. IAPD ↗
$2.05B RAUM · 15 reps · 901-758-9006 · legacywealth.com
ComplianceMarketing & brand
49
WADE FINANCIAL ADVISORY, INC. notice-filed in FL, MA, OR. IAPD ↗
$672.9M RAUM · 8 reps · 408-369-7399 · wadefa.com
ComplianceMarketing & brand
49
CAPSTONE FINANCIAL ADVISORS INC notice-filed in GA, MI. IAPD ↗
$2.12B RAUM · 25 reps · 630-241-0833 · capstone-advisors.com
ComplianceMarketing & brand
49
HALTER FERGUSON FINANCIAL INC notice-filed in CA, LA, NH. IAPD ↗
$378.2M RAUM · 8 reps · 317-875-0202
ComplianceMarketing & brand
49
WOODMONT INVESTMENT COUNSEL, LLC notice-filed in MI, VA. IAPD ↗
$1.41B RAUM · 11 reps · 615-297-6144
ComplianceMarketing & brand
49
SCHAEFER FINANCIAL MANAGEMENT, INC. notice-filed in FL, NC, NY. IAPD ↗
$888.3M RAUM · 7 reps · 303-770-6700 · schaeferfinancial.com
ComplianceMarketing & brand
49
SIERRA CAPITAL LLC notice-filed in CT, TX. IAPD ↗
$1.43B RAUM · 5 reps · 212-867-3533 · sierracap.com
ComplianceMarketing & brand
49
ZWJ INVESTMENT COUNSEL INC notice-filed in PA, PR. IAPD ↗
$3.54B RAUM · 13 reps · 404-873-2211 · zwjic.com
ComplianceMarketing & brand
49
NEPC, LLC notice-filed in AZ, DE. IAPD ↗
$95.39B RAUM · 120 reps · 617-374-1300
ComplianceMarketing & brand
49
ADVANCE CAPITAL MANAGEMENT INC notice-filed in ME, MT. IAPD ↗
$4.02B RAUM · 29 reps · 248-350-8543
ComplianceMarketing & brand
49
COOPER MCMANUS notice-filed in AR, KY. IAPD ↗
$1.58B RAUM · 38 reps · 800-516-5333 · newportinvestors.com
ComplianceMarketing & brand
49
IMA WEALTH notice-filed in CT, IL, NC. IAPD ↗
$911.6M RAUM · 19 reps · 316-266-6574 · imacorp.com
ComplianceMarketing & brand
49
ADVISORS MANAGEMENT GROUP INC notice-filed in NE, SC, WA. IAPD ↗
$614.5M RAUM · 11 reps · 608-782-0200 · advisorsmanagement.com
ComplianceMarketing & brand
49
LNW notice-filed in AZ, MI. IAPD ↗
$4.63B RAUM · 65 reps · 206-464-5100 · vimeo.com
ComplianceMarketing & brand
49
ACORN FINANCIAL ADVISORY SERVICES, INC. notice-filed in IN, MT. IAPD ↗
$1.11B RAUM · 15 reps · (703) 293-3100 · acorn-financial.com
ComplianceMarketing & brand
49
HOWARD CAPITAL MANAGEMENT, INC. notice-filed in ND, VT. IAPD ↗
$5.23B RAUM · 18 reps · 770-642-4902 · hcmguidedretirement.com
ComplianceMarketing & brand
49
WALLACE CAPITAL MANAGEMENT, INC. notice-filed in CA, CO. IAPD ↗
$1.19B RAUM · 6 reps · 214-303-0200
ComplianceMarketing & brand
49
NEW CENTURY ADVISORS, LLC notice-filed in CA, NH. IAPD ↗
$3.95B RAUM · 9 reps · 240-395-0550
ComplianceMarketing & brand
49
AVIDIAN WEALTH SOLUTIONS, LLC notice-filed in IN, NH. IAPD ↗
$3.11B RAUM · 30 reps · 281-822-8800 · retirementsurvivalguide.com
ComplianceMarketing & brand
49
APRIO WEALTH MANAGEMENT, LLC notice-filed in NV, VA. IAPD ↗
$1.84B RAUM · 23 reps · 404-892-9651 · wealth.aprio.com
ComplianceMarketing & brand
49
MAPLE CAPITAL MANAGEMENT, INC. notice-filed in DE, NV. IAPD ↗
$1.72B RAUM · 23 reps · 802-229-2838 · maplecapital.com
ComplianceMarketing & brand
49
MYCIO WEALTH PARTNERS, LLC notice-filed in MT, OR. IAPD ↗
$12.97B RAUM · 44 reps · 267-295-2280 · myciowp.com
ComplianceMarketing & brand
49
WEALTH ARCHITECTS, LLC notice-filed in OR, WA. IAPD ↗
$1.78B RAUM · 11 reps · 650-325-9044 · wealtharchitects.com
ComplianceMarketing & brand
49
KEY INVESTMENT SERVICES LLC notice-filed in AR, LA. IAPD ↗
$4.19B RAUM · 350 reps · (888) 547-2968 · key.com
ComplianceMarketing & brand
49
WEALTH MANAGEMENT notice-filed in AK, VA. IAPD ↗
$2.78B RAUM · 48 reps · 402-371-1160
ComplianceMarketing & brand
49
LIGHTHOUSE FINANCIAL notice-filed in CA, NC, NY. IAPD ↗
$490.2M RAUM · 1 reps · 727-490-5797
ComplianceMarketing & brand
49
PYA WALTMAN CAPITAL, LLC notice-filed in CA, GA. IAPD ↗
$1.03B RAUM · 9 reps · 865-693-6301
ComplianceMarketing & brand
49
HOYLECOHEN, LLC notice-filed in GA, NJ. IAPD ↗
$3.43B RAUM · 28 reps · 858-576-7300 · focusfinancialpartners.com
ComplianceMarketing & brand
49
NEPSIS, INC. notice-filed in ID, IN, NY. IAPD ↗
$350.8M RAUM · 15 reps · 952-746-2003 · investingforsuccessforyou.com
ComplianceMarketing & brand
49
MORTON WEALTH notice-filed in NC, UT. IAPD ↗
$2.65B RAUM · 27 reps · 818-222-4727 · mortonwealth.com
ComplianceMarketing & brand
49
BENEFIT FINANCIAL SERVICES GROUP notice-filed in IL, NJ. IAPD ↗
$1.15B RAUM · 26 reps · 949-955-2552 · bfsg-az.com
ComplianceMarketing & brand
49
SENDERO WEALTH MANAGEMENT, LLC notice-filed in NH, NM. IAPD ↗
$5.22B RAUM · 14 reps · 210-805-0171 · sendero.com
ComplianceMarketing & brand
49
TIEDEMANN ADVISORS, LLC notice-filed in DC, UT. IAPD ↗
$25.30B RAUM · 64 reps · 212-396-5900
ComplianceMarketing & brand
49
CONSTELLATION WEALTH ADVISORS notice-filed in NC, SC. IAPD ↗
$3.90B RAUM · 24 reps · 513-871-5500
ComplianceMarketing & brand
49
NUANCE INVESTMENTS, LLC notice-filed in PR, VI. IAPD ↗
$5.00B RAUM · 9 reps · 816-743-7080 · nuanceinvestments.com
ComplianceMarketing & brand
49
CAPWEALTH ADVISORS, LLC notice-filed in MS, WA. IAPD ↗
$1.35B RAUM · 5 reps · 615-778-0740
ComplianceMarketing & brand
49
CAPITAL INVESTMENT ADVISORY SERVICES, LLC notice-filed in IA, MS. IAPD ↗
$1.97B RAUM · 71 reps · 919-831-2370 · capital-invest.com
ComplianceMarketing & brand
49
EVERMAY WEALTH MANAGEMENT, LLC notice-filed in MT, TN. IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
ComplianceMarketing & brand
49
DELTA INVESTMENT MANAGEMENT, LLC notice-filed in GA, NH, TN. IAPD ↗
$628.9M RAUM · 25 reps · (415) 249-6337
ComplianceMarketing & brand
49
LEAFHOUSE FINANCIAL ADVISORS, LLC notice-filed in ME, RI. IAPD ↗
$17.00B RAUM · 8 reps · (512) 879-1505
ComplianceMarketing & brand
49
CS PLANNING CORP notice-filed in ID, NE, WI. IAPD ↗
$957.9M RAUM · 45 reps · 503-292-5853 · csplanningcorp.com
ComplianceMarketing & brand
49
EFFICIENT ADVISORS notice-filed in AK, WY. IAPD ↗
$2.36B RAUM · 8 reps · 267-613-6250 · efficientadvisors.com
ComplianceMarketing & brand
49
DENALI WEALTH MANAGEMENT, INC. notice-filed in AZ, IL, MA. IAPD ↗
$256.5M RAUM · 6 reps · 414-978-0020 · denaliwm.com
ComplianceMarketing & brand
49
HARVEST FUND ADVISORS LLC notice-filed in FL, LA. IAPD ↗
$6.28B RAUM · 7 reps · 610-293-7800
ComplianceMarketing & brand
49
SEVEN POST INVESTMENT OFFICE LP notice-filed in NY, TX. IAPD ↗
$7.49B RAUM · 14 reps · (415) 341-9300 · sevenpost.com
ComplianceMarketing & brand
49
WELLSPRING FINANCIAL PARTNERS notice-filed in MA, NC, UT. IAPD ↗
$832.9M RAUM · 4 reps · 520-327-1019
ComplianceMarketing & brand
49
WEALTH ADVISORS OF TAMPA BAY notice-filed in CA, OH, WI. IAPD ↗
$346.1M RAUM · 4 reps · 813-642-7730
ComplianceMarketing & brand
49
TIM LOONEY INVESTMENTS, LLC notice-filed in CO, SC, VA. IAPD ↗
$362.3M RAUM · 3 reps · 407-331-6961 · timlooney.com
ComplianceMarketing & brand
49
PRAIRIE WEALTH ADVISORS, INC. notice-filed in LA, NH, TX. IAPD ↗
$438.4M RAUM · 3 reps · 402-505-6810 · prairiewealthadvisors.com
ComplianceMarketing & brand
49
ZEPHYR WEALTH MANAGEMENT notice-filed in AZ, KS, NV. IAPD ↗
$341.5M RAUM · 4 reps · (805) 496-6810 · zephyrim.com
ComplianceMarketing & brand
49
SAVOIE CAPITAL LLC notice-filed in CA, CO. IAPD ↗
$1.11B RAUM · 2 reps · 773-573-9043 · savoiecapital.com
ComplianceMarketing & brand
49
APTUS CAPITAL ADVISORS, LLC notice-filed in KS, MN. IAPD ↗
$5.29B RAUM · 16 reps · 251-517-7198 · aptusetfs.com
ComplianceMarketing & brand
49
NORTHROCK PARTNERS, LLC notice-filed in NE, SD. IAPD ↗
$5.80B RAUM · 39 reps · (612) 367-8800 · facebook.comhttps
ComplianceMarketing & brand
49
KEYSTONE FINANCIAL GROUP, LLC notice-filed in LA, NJ. IAPD ↗
$1.51B RAUM · 33 reps · 859-317-8316
ComplianceMarketing & brand
49
STRATEGAS ASSET MANAGEMENT, LLC notice-filed in CA, CT, NC. IAPD ↗
$446.5M RAUM · 9 reps · 212-906-0130 · strategasasset.com
ComplianceMarketing & brand
49
FOUNDERS FINANCIAL ALLIANCE, LLC notice-filed in KY, MI, MN. IAPD ↗
$700.9M RAUM · 28 reps · 855-860-5940 · foundersfinancialalliance.com
ComplianceMarketing & brand
49
GRATUS CAPITAL, LLC notice-filed in LA, WI. IAPD ↗
$2.74B RAUM · 26 reps · 404-961-6000 · focusfinancialpartners.com
ComplianceMarketing & brand
49
DRIVE WEALTH ADVISERS notice-filed in NE, OR. IAPD ↗
$2.02B RAUM · 15 reps · 801-901-6150 · drivewealthadvisers.com
ComplianceMarketing & brand
49
RELATIVE VALUE PARTNERS, LLC notice-filed in DC, PA. IAPD ↗
$2.57B RAUM · 16 reps · 847-513-6300 · rvpllc.com
ComplianceMarketing & brand
49
GIBBS WEALTH MANAGEMENT, LLC notice-filed in KS, KY, VT. IAPD ↗
$391.4M RAUM · 10 reps · 678-694-8770
ComplianceMarketing & brand
49
KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in MO, RI. IAPD ↗
$11.29B RAUM · 52 reps · 312-334-7300
ComplianceMarketing & brand
49
GILBERT & COOK, INC. notice-filed in CO, DE. IAPD ↗
$1.20B RAUM · 17 reps · (515) 270-6444
ComplianceMarketing & brand
49
PARADIGM WEALTH ADVISORY LLC notice-filed in MA, MD, VA. IAPD ↗
$356.1M RAUM · 12 reps · (908) 450-7402 · pwm.us.com
ComplianceMarketing & brand
49
XML FINANCIAL GROUP notice-filed in VT, WY. IAPD ↗
$2.75B RAUM · 30 reps · (301) 770-5234
ComplianceMarketing & brand
49
SLATESTONE WEALTH LLC notice-filed in MN, NH. IAPD ↗
$1.37B RAUM · 17 reps · 561-244-2504 · slatestone.com
ComplianceMarketing & brand
49
SILVER GROVE ADVISORY SERVICES notice-filed in CA, LA, PA. IAPD ↗
$256.4M RAUM · 15 reps · 716-800-4291 · silvergrovegroup.com
ComplianceMarketing & brand
49
PLAN A WEALTH, LLC notice-filed in AZ, FL, IL. IAPD ↗
$326.9M RAUM · 8 reps · 402-975-8008 · planawm.com
ComplianceMarketing & brand
49
MAGNUS FINANCIAL GROUP LLC notice-filed in LA, UT. IAPD ↗
$1.56B RAUM · 12 reps · 800-339-1367 · magnusfinancial.com
ComplianceMarketing & brand
49
KPP ADVISORY SERVICES LLC notice-filed in MA, NE, WI. IAPD ↗
$880.6M RAUM · 25 reps · 502-394-0400 · kpp-lpl.com
ComplianceMarketing & brand
49
SGROI WEALTH ADVISORY GROUP LLC notice-filed in AZ, MI, OH. IAPD ↗
$939.0M RAUM · 11 reps · 716-674-6700 · sgroifinancial.com
ComplianceMarketing & brand
49
RBA WEALTH MANAGEMENT, LLC notice-filed in CO, FL, WA. IAPD ↗
$356.1M RAUM · 3 reps · 949-945-2104 · rba-wealth.com
ComplianceMarketing & brand
49
INSCRIPTION CAPITAL, LLC notice-filed in CO, MO. IAPD ↗
$1.28B RAUM · 15 reps · 713-673-8999
ComplianceMarketing & brand
49
RPA FINANCIAL, LLC notice-filed in MI, OH. IAPD ↗
$5.25B RAUM · 5 reps · 415-526-2753
ComplianceMarketing & brand
49
COLTER LEWIS INVESTMENT PARTNERS, LLC notice-filed in CA, NJ. IAPD ↗
$1.96B RAUM · 12 reps · 203-987-3090 · colterlewis.com
ComplianceMarketing & brand
49
TACTIVE ADVISORS, LLC notice-filed in CO, MI, NC. IAPD ↗
$405.8M RAUM · 1 reps · 855-282-2848 · pcliftonfinancial.com
ComplianceMarketing & brand
49
GROVE POINT ADVISORS, LLC notice-filed in PR, VI. IAPD ↗
$2.36B RAUM · 322 reps · 301-944-5900
ComplianceMarketing & brand
49
NILSINE PARTNERS, LLC notice-filed in NV, SD. IAPD ↗
$1.24B RAUM · 10 reps · 303-529-5800 · link.edgepilot.com
ComplianceMarketing & brand
49
QUANTUM FINANCIAL ADVISORS, LLC notice-filed in AR, MD, NY. IAPD ↗
$972.2M RAUM · 11 reps · (424) 447-8268
ComplianceMarketing & brand
49
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC notice-filed in CT, NJ. IAPD ↗
$1.45B RAUM · 5 reps · 212-697-1000 · ccwmlp.com
ComplianceMarketing & brand
49
ICON WEALTH PARTNERS notice-filed in AZ, FL. IAPD ↗
$1.91B RAUM · 15 reps · 713-904-5020
ComplianceMarketing & brand
49
JOULE FINANCIAL, LLC notice-filed in GA, LA, NH. IAPD ↗
$332.0M RAUM · 5 reps · 859-881-0777
ComplianceMarketing & brand
49
CORE WEALTH PARTNERS LLC notice-filed in CO, LA, OR. IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
ComplianceMarketing & brand
49
CONCURRENT INVESTMENT ADVISORS, LLC notice-filed in AR, ME. IAPD ↗
$6.26B RAUM · 106 reps · (813) 575-2652 · lumaturewealth.com
ComplianceMarketing & brand
49
CURIO WEALTH, LLC notice-filed in CA, DE, MA. IAPD ↗
$330.7M RAUM · 6 reps · 410-449-2599 · curiowealth.com
ComplianceMarketing & brand
48
DELTA ADVISORY GROUP, INC. notice-filed in CA, MD, NC, TN. IAPD ↗
$174.0M RAUM · 5 reps · 407-331-9213 · deltaadvisory.com
ComplianceMarketing & brand
48
CMG CAPITAL MANAGEMENT GROUP, INC. notice-filed in LA, MD, MO, NE. IAPD ↗
$205.3M RAUM · 5 reps · 610-989-9090 · cmgprivatewealth.com
ComplianceMarketing & brand
48
THE BEDMINSTER GROUP notice-filed in FL, GA, NC, VA. IAPD ↗
$164.3M RAUM · 2 reps · 843-705-5544
ComplianceMarketing & brand
48
ATLANTIS WEALTH ADVISORS LLC notice-filed in AK, LA, OH, TX. IAPD ↗
$141.4M RAUM · 6 reps · 419-794-0538 · camelotportfolios.com
ComplianceMarketing & brand
48
KINGSTONE CAPITAL PARTNERS TEXAS, LLC notice-filed in IL, NH, OK, WA. IAPD ↗
$145.3M RAUM · 5 reps · 8663611600 · kingstonecapitalpartners.com
ComplianceMarketing & brand
48
POLARIS FINANCIAL, LLC notice-filed in DE, GA, KS, TN. IAPD ↗
$34.4M RAUM · 2 reps · 7089960213 · polarisportfolios.com
ComplianceMarketing & brand
48
EAGLEBROOK ADVISORS notice-filed in AK, ID, MN, OR. IAPD ↗
$211.1M RAUM · 4 reps · 786-807-7374
ComplianceMarketing & brand
48
ABBEY STREET notice-filed in FL, OR, TX, WI. IAPD ↗
$245.0M RAUM · 7 reps · (952) 224-7272
ComplianceMarketing & brand
48
ABICH FINANCIAL WEALTH MANAGEMENT, LLC notice-filed in DC, PA, TX, WV. IAPD ↗
$150.1M RAUM · 4 reps · (571) 577-9968
ComplianceMarketing & brand
48
DISCIPLINE WEALTH SOLUTIONS, INC. notice-filed in HI, ID, OH, PA. IAPD ↗
$93.0M RAUM · 2 reps · 864-322-6046 · disciplinewealth.com
ComplianceMarketing & brand
48
MORALIS TECHNOLOGIES, LLC notice-filed in FL, KS, NJ, VA. IAPD ↗
$17.2M RAUM · 7 reps · 833-730-3700 · aquinaswealth.com
ComplianceMarketing & brand
48
FOX HILL WEALTH MANAGEMENT notice-filed in CO, NC, PA, SC. IAPD ↗
$198.4M RAUM · 5 reps · 781-613-2600
ComplianceMarketing & brand
48
NERDWALLET ADVISORY notice-filed in CO, MA, NH, OR. IAPD ↗
$0 RAUM · 1 reps · 415 310-6261 · nerdwalletadvisors.com
ComplianceMarketing & brand
48
PUREFI WEALTH, LLC notice-filed in CA, CT, NH, NY. IAPD ↗
$107.6M RAUM · 4 reps · (617) 488-9320
ComplianceMarketing & brand
47
HORNOR, TOWNSEND & KENT, LLC notice-filed in WY. IAPD ↗
$6.86B RAUM · 417 reps · 215-957-7300 · htk.com
ComplianceMarketing & brand
47
NORTHERN TRUST SECURITIES, INC notice-filed in OK. IAPD ↗
$1.03B RAUM · 70 reps · 312-557-2000 · northerntrust.com
ComplianceMarketing & brand
47
CADARET GRANT & CO INC notice-filed in VI. IAPD ↗
$6.87B RAUM · 489 reps · 800-288-8601
ComplianceMarketing & brand
47
FIRST HORIZON ADVISORS, INC notice-filed in WY. IAPD ↗
$12.39B RAUM · 180 reps · 1-800-213-3702 · firsthorizon.com
ComplianceMarketing & brand
47
RVK, INC. notice-filed in OH. IAPD ↗
$1.12B RAUM · 114 reps · 503-221-4200 · rvkinc.com
ComplianceMarketing & brand
47
CHAPIN DAVIS ASSET MANAGEMENT notice-filed in MA, TN. IAPD ↗
$417.4M RAUM · 30 reps · 410-435-3200 · chapindavis.com
ComplianceMarketing & brand
47
WESTERN INTERNATIONAL SECURITIES notice-filed in PR. IAPD ↗
$3.69B RAUM · 245 reps · (888) 793-7717 · joinwestern.com
ComplianceMarketing & brand
47
CITIZENS SECURITIES, INC. notice-filed in WY. IAPD ↗
$7.31B RAUM · 380 reps · 1-800-942-8300 · citizensbank.com
ComplianceMarketing & brand
47
DODGE & COX notice-filed in AR. IAPD ↗
$362.99B RAUM · 99 reps · 415-981-1710
ComplianceMarketing & brand
47
WEST COAST FINANCIAL, LLC notice-filed in NV. IAPD ↗
$1.90B RAUM · 27 reps · 805-962-9131 · wcfinc.com
ComplianceMarketing & brand
47
NPF INVESTMENT ADVISORS notice-filed in SC. IAPD ↗
$2.35B RAUM · 9 reps · 616-459-3421 · norrisperne.com
ComplianceMarketing & brand
47
HOWLAND CAPITAL MANAGEMENT LLC notice-filed in IL. IAPD ↗
$2.78B RAUM · 10 reps · 617-357-9110
ComplianceMarketing & brand
47
FIDUCIARY COUNSELLING INC notice-filed in SC. IAPD ↗
$9.49B RAUM · 18 reps · 651-228-0935
ComplianceMarketing & brand
47
CLARK CAPITAL MANAGEMENT GROUP INC notice-filed in WY. IAPD ↗
$25.93B RAUM · 24 reps · (215) 569-2224 · ccmg.com
ComplianceMarketing & brand
47
SSI INVESTMENT MANAGEMENT LLC notice-filed in DE. IAPD ↗
$2.00B RAUM · 11 reps · 310-595-2000
ComplianceMarketing & brand
47
EVERGREEN CAPITAL MANAGEMENT LLC notice-filed in VT. IAPD ↗
$4.55B RAUM · 23 reps · 425-467-4600
ComplianceMarketing & brand
47
HIGHLAND ASSOCIATES INC notice-filed in IL. IAPD ↗
$23.57B RAUM · 18 reps · 205-933-8664
ComplianceMarketing & brand
47
FAMILY MANAGEMENT CORPORATION notice-filed in ME. IAPD ↗
$3.61B RAUM · 21 reps · 212-872-9600
ComplianceMarketing & brand
47
ATWOOD & PALMER, INC. notice-filed in GA. IAPD ↗
$1.44B RAUM · 5 reps · 816-931-2266 · atwoodpalmer.com
ComplianceMarketing & brand
47
BROADLAKE FINANCIAL MANAGEMENT notice-filed in SC, VA. IAPD ↗
$322.5M RAUM · 4 reps · 802-863-4463 · broadlakefinancial.com
ComplianceMarketing & brand
47
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. notice-filed in FL. IAPD ↗
$1.05B RAUM · 7 reps · 617-227-3111 · pimboston.com
ComplianceMarketing & brand
47
ST. DENIS J. VILLERE & CO., LLC notice-filed in FL. IAPD ↗
$1.65B RAUM · 4 reps · 504-525-0808 · villere.com
ComplianceMarketing & brand
47
WASHINGTON CAPITAL MANAGEMENT INC notice-filed in LA. IAPD ↗
$6.83B RAUM · 45 reps · 206-382-0825
ComplianceMarketing & brand
47
JOHN G. ULLMAN & ASSOCIATES, INC notice-filed in NM. IAPD ↗
$1.26B RAUM · 29 reps · 607-936-3785
ComplianceMarketing & brand
47
PROVISE MANAGEMENT GROUP, LLC notice-filed in AL. IAPD ↗
$1.88B RAUM · 17 reps · [727] 441-9022
ComplianceMarketing & brand
47
HIRTLE, CALLAGHAN & CO., LLC notice-filed in WV. IAPD ↗
$19.23B RAUM · 47 reps · 610-828-7200 · hirtlecallaghan.com
ComplianceMarketing & brand
47
ACCREDITED INVESTORS WEALTH MANAGEMENT notice-filed in SC. IAPD ↗
$3.36B RAUM · 4 reps · 952-841-2222 · accredited.com
ComplianceMarketing & brand
47
HALBERT HARGROVE notice-filed in MT. IAPD ↗
$3.16B RAUM · 36 reps · 562-435-5657
ComplianceMarketing & brand
47
BEDEL FINANCIAL CONSULTING INC notice-filed in MN. IAPD ↗
$2.14B RAUM · 14 reps · 317-843-1358
ComplianceMarketing & brand
47
CLEARSTEAD; HARTLAND & CO., LLC notice-filed in VT. IAPD ↗
$15.32B RAUM · 60 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
ComplianceMarketing & brand
47
TCW ASSET MANAGEMENT COMPANY LLC notice-filed in NV. IAPD ↗
$64.19B RAUM · 145 reps · 213-244-0000 · tcw.com
ComplianceMarketing & brand
47
NEW ENGLAND ASSET MANAGEMENT, INC. notice-filed in IL. IAPD ↗
$95.24B RAUM · 49 reps · 860-676-8722
ComplianceMarketing & brand
47
KLINGENSTEIN FIELDS ADVISORS notice-filed in NH. IAPD ↗
$4.59B RAUM · 20 reps · 212-492-7000 · klingenstein.com
ComplianceMarketing & brand
47
F L PUTNAM INVESTMENT MANAGEMENT CO. notice-filed in MO. IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
ComplianceMarketing & brand
47
SMITH SHELLNUT WILSON notice-filed in GA. IAPD ↗
$7.23B RAUM · 13 reps · 601-605-1776 · ssw1776.com
ComplianceMarketing & brand
47
FRANKLIN STREET ADVISORS INC. notice-filed in MA. IAPD ↗
$3.47B RAUM · 20 reps · 919-489-2600 · franklin-street.com
ComplianceMarketing & brand
47
RETIREMENT INVESTMENT ADVISORS INC notice-filed in TN. IAPD ↗
$1.11B RAUM · 8 reps · 405-842-3443 · theretirementpath.com
ComplianceMarketing & brand
47
BAXTER INVESTMENT MANAGEMENT notice-filed in IA, RI. IAPD ↗
$915.1M RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
ComplianceMarketing & brand
47
FAYEZ SAROFIM & CO. notice-filed in WY. IAPD ↗
$31.43B RAUM · 23 reps · 713-654-4484 · sarofim.com
ComplianceMarketing & brand
47
ASSET PRESERVATION ADVISORS, LLC notice-filed in NM. IAPD ↗
$6.93B RAUM · 20 reps · 404-261-1333
ComplianceMarketing & brand
47
PZENA INVESTMENT MANAGEMENT LLC notice-filed in VA. IAPD ↗
$58.86B RAUM · 51 reps · 212-355-1600
ComplianceMarketing & brand
47
FOSTER & MOTLEY INC notice-filed in AZ. IAPD ↗
$2.27B RAUM · 20 reps · 513-561-6640 · fosterandmotley.com
ComplianceMarketing & brand
47
HARTLINE INVESTMENT CORPORATION notice-filed in GA, NH. IAPD ↗
$659.3M RAUM · 3 reps · 312-726-5703 · hartlineinv.com
ComplianceMarketing & brand
47
PROVIDENT INVESTMENT MANAGEMENT, INC. notice-filed in VA. IAPD ↗
$1.09B RAUM · 6 reps · 248-380-1700 · investprovident.com
ComplianceMarketing & brand
47
GRANT STREET ASSET MANAGEMENT INC notice-filed in NH, NJ. IAPD ↗
$578.7M RAUM · 6 reps · 412-257-8060
ComplianceMarketing & brand
47
CHECK CAPITAL MANAGEMENT INC notice-filed in NM. IAPD ↗
$1.74B RAUM · 9 reps · 714-641-3579
ComplianceMarketing & brand
47
CABOT WEALTH MANAGEMENT notice-filed in SC. IAPD ↗
$1.01B RAUM · 9 reps · 978-745-9233
ComplianceMarketing & brand
47
LNW notice-filed in NC. IAPD ↗
$7.28B RAUM · 62 reps · (415) 399-9159
ComplianceMarketing & brand
47
J.M. FORBES & CO. LLP notice-filed in DC. IAPD ↗
$1.19B RAUM · 6 reps · 617-423-5705
ComplianceMarketing & brand
47
LITMAN GREGORY WEALTH MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$2.41B RAUM · 8 reps · 415-461-8999
ComplianceMarketing & brand
47
PT ASSET MANAGEMENT, LLC notice-filed in WI. IAPD ↗
$7.00B RAUM · 14 reps · 312-521-1000 · ptam.com
ComplianceMarketing & brand
47
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC notice-filed in UT. IAPD ↗
$1.40B RAUM · 11 reps · 920-727-1137 · sbw-invest.com
ComplianceMarketing & brand
47
WOODLEY FARRA notice-filed in MO. IAPD ↗
$1.80B RAUM · 8 reps · 317-269-0224 · woodleyfarra.com
ComplianceMarketing & brand
47
MEDIQUS ASSET ADVISORS, INC. notice-filed in NM. IAPD ↗
$1.25B RAUM · 7 reps · 312-419-3733 · mediqus.com
ComplianceMarketing & brand
47
MASLOW WEALTH ADVISORS notice-filed in NC. IAPD ↗
$1.76B RAUM · 10 reps · 512-610-6930
ComplianceMarketing & brand
47
SHOKER INVESTMENTS notice-filed in FL, NC. IAPD ↗
$385.1M RAUM · 2 reps · 513-524-1776 · marketspectator.tumblr.com
ComplianceMarketing & brand
47
ARGENT CAPITAL MANAGEMENT LLC notice-filed in LA. IAPD ↗
$3.43B RAUM · 21 reps · 314-725-6000
ComplianceMarketing & brand
47
PATHWAY CAPITAL MANAGEMENT, LP notice-filed in TX. IAPD ↗
$87.79B RAUM · 70 reps · 949-622-1000 · pathwaycapital.com
ComplianceMarketing & brand
47
THOMAS DOLL notice-filed in NC. IAPD ↗
$1.42B RAUM · 10 reps · 925.939.2500 · thomasdoll.com
ComplianceMarketing & brand
47
LAFFER TENGLER INVESTMENTS, INC. notice-filed in MS, NY. IAPD ↗
$462.6M RAUM · 10 reps · 800-838-3468 · laffertengler.com
ComplianceMarketing & brand
47
OSBORNE PARTNERS notice-filed in IN. IAPD ↗
$2.17B RAUM · 14 reps · 415-362-5637
ComplianceMarketing & brand
47
AVISO WEALTH MANAGEMENT notice-filed in OR, SC. IAPD ↗
$401.7M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
ComplianceMarketing & brand
47
LEGEND FINANCIAL ADVISORS INC notice-filed in MD, VA. IAPD ↗
$308.5M RAUM · 4 reps · 412-635-9210 · legend-financial.com
ComplianceMarketing & brand
47
GUGGENHEIM INVESTMENT ADVISORS, LLC notice-filed in CT, FL. IAPD ↗
$876.5M RAUM · 10 reps · 866-285-3655 · guggenheimpartners.com
ComplianceMarketing & brand
47
BRAVE FAMILY ADVISORS notice-filed in ME, OH. IAPD ↗
$491.3M RAUM · 5 reps · 908-522-8822
ComplianceMarketing & brand
47
CRESTONE ASSET MANAGEMENT LLC notice-filed in AZ. IAPD ↗
$3.62B RAUM · 28 reps · 303-442-4447 · clients.crestonecapital.com
ComplianceMarketing & brand
47
GROSVENOR CAPITAL MANAGEMENT, L.P. notice-filed in VA. IAPD ↗
$34.57B RAUM · 84 reps · 312-506-6500 · gcmgrosvenor.com
ComplianceMarketing & brand
47
ZEMENICK & WALKER INC notice-filed in CO. IAPD ↗
$2.23B RAUM · 8 reps · 314-862-5525 · zandw.com
ComplianceMarketing & brand
47
COLDSTREAM WEALTH MANAGEMENT notice-filed in DE. IAPD ↗
$7.58B RAUM · 125 reps · 425-283-1600
ComplianceMarketing & brand
47
HALPERN FINANCIAL, INC. notice-filed in SC. IAPD ↗
$1.10B RAUM · 7 reps · 240.268.1000
ComplianceMarketing & brand
47
INDEX FUND ADVISORS, INC. notice-filed in WV. IAPD ↗
$4.95B RAUM · 32 reps · 949-502-0050
ComplianceMarketing & brand
47
BRISTLECONE ADVISORS LLC notice-filed in CO. IAPD ↗
$1.90B RAUM · 9 reps · 206-664-2500 · bristleconeadvisors.com
ComplianceMarketing & brand
47
YUKON WEALTH MANAGEMENT, INC. notice-filed in MO, NE. IAPD ↗
$330.4M RAUM · 2 reps · 913-681-9200 · yukoncm.com
ComplianceMarketing & brand
47
SHAYNE & JACOBS, LLC notice-filed in AL, IL. IAPD ↗
$483.0M RAUM · 3 reps · 615/250-1600 · shayneandjacobs.com
ComplianceMarketing & brand
47
HIGHLAND CONSULTING ASSOCIATES INC. notice-filed in FL. IAPD ↗
$17.84B RAUM · 19 reps · 440-808-1500 · highlandusa.net
ComplianceMarketing & brand
47
ARISTOTLE CAPITAL MANAGEMENT, LLC notice-filed in PR. IAPD ↗
$43.67B RAUM · 17 reps · 310-478-4005
ComplianceMarketing & brand
47
SENTINEL PENSION ADVISORS INC notice-filed in MS. IAPD ↗
$9.01B RAUM · 49 reps · 781-914-1450 · sbgi.com
ComplianceMarketing & brand
47
S & CO., INC. notice-filed in PA. IAPD ↗
$2.11B RAUM · 6 reps · 617-227-8660
ComplianceMarketing & brand
47
GRIES FINANCIAL LLC notice-filed in KS. IAPD ↗
$1.22B RAUM · 13 reps · 216-861-1148 · gries.com
ComplianceMarketing & brand
47
RETIREMENT INCOME SOLUTIONS, INC. notice-filed in VA. IAPD ↗
$2.42B RAUM · 12 reps · 734-769-7727
ComplianceMarketing & brand
47
BROWN ADVISORY notice-filed in HI. IAPD ↗
$108.33B RAUM · 267 reps · 410-537-5400
ComplianceMarketing & brand
47
KARPUS INVESTMENT MANAGEMENT notice-filed in IA. IAPD ↗
$3.55B RAUM · 18 reps · 585-586-4680 · karpus.com
ComplianceMarketing & brand
47
KNIGHTSBRIDGE WEALTH MANAGEMENT notice-filed in GA, MD. IAPD ↗
$643.7M RAUM · 5 reps · 949-644-4444 · knightsb.com
ComplianceMarketing & brand
47
MAIRS & POWER notice-filed in LA. IAPD ↗
$10.96B RAUM · 26 reps · 651-222-8478 · mairsandpower.com
ComplianceMarketing & brand
47
NWF ADVISORY SERVICES INC notice-filed in GA. IAPD ↗
$3.71B RAUM · 2 reps · 310-475-5854 · nwfadvisory.com
ComplianceMarketing & brand
47
TERRIL & COMPANY notice-filed in CA, IN. IAPD ↗
$760.9M RAUM · 12 reps · 314-965-0344 · terrilandcompany.com
ComplianceMarketing & brand
47
SILVEROAK WEALTH MANAGEMENT LLC notice-filed in AZ. IAPD ↗
$1.52B RAUM · 6 reps · 952-896-5700 · silveroakwealth.com
ComplianceMarketing & brand
47
CHEVY CHASE TRUST COMPANY notice-filed in UT. IAPD ↗
$36.01B RAUM · 40 reps · 240-497-5000
ComplianceMarketing & brand
47
FINANCIAL SECURITY ADVISORY INC notice-filed in LA. IAPD ↗
$1.32B RAUM · 45 reps · 757-431-1414 · gofsg.com
ComplianceMarketing & brand
47
GRANDFIELD & DODD, LLC notice-filed in HI. IAPD ↗
$1.93B RAUM · 8 reps · 212-477-9626 · grandfield-dodd.com
ComplianceMarketing & brand
47
XPONANCE, INC. notice-filed in GA. IAPD ↗
$16.61B RAUM · 15 reps · 215-567-1100 · xponance.com
ComplianceMarketing & brand
47
FLC CAPITAL ADVISORS notice-filed in NV, NY. IAPD ↗
$651.1M RAUM · 4 reps · 760-779-8110 · flccapital.com
ComplianceMarketing & brand
47
SIGNATUREFD, LLC notice-filed in WV. IAPD ↗
$7.25B RAUM · 43 reps · 404-253-7600 · signaturefd.com
ComplianceMarketing & brand
47
CHARTER ADVISORY CORPORATION notice-filed in CO, KY. IAPD ↗
$319.2M RAUM · 14 reps · 317-844-7416 · charteradvisory.com
ComplianceMarketing & brand
47
BARES CAPITAL MANAGEMENT, INC. notice-filed in MO. IAPD ↗
$2.72B RAUM · 9 reps · 512-542-1083 · barescapital.com
ComplianceMarketing & brand
47
PARSONS CAPITAL MANAGEMENT, LLC notice-filed in MD, OH. IAPD ↗
$660.9M RAUM · 2 reps · 908-730-0011 · parsonscapitalmanagement.com
ComplianceMarketing & brand
47
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. notice-filed in TX. IAPD ↗
$7.50B RAUM · 0 reps · 617-450-9300 · scagrp.com
ComplianceMarketing & brand
47
PROFESSIONAL FINANCIAL SOLUTIONS, LLC notice-filed in AZ, PA. IAPD ↗
$286.1M RAUM · 5 reps · 703-385-0870 · profinancialsolutions.com
ComplianceMarketing & brand
47
GREENWOOD CAPITAL ASSOCIATES, LLC notice-filed in CA. IAPD ↗
$1.50B RAUM · 15 reps · 864-941-4049 · greenwoodcapital.com
ComplianceMarketing & brand
47
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC notice-filed in CT. IAPD ↗
$1.49B RAUM · 15 reps · 315-671-0588
ComplianceMarketing & brand
47
CLEARWATER ADVISORS, LLC notice-filed in MI. IAPD ↗
$3.80B RAUM · 5 reps · 208-433-1222 · clearwateradvisors.com
ComplianceMarketing & brand
47
SEQUOIA FINANCIAL GROUP, L.L.C. notice-filed in PR. IAPD ↗
$17.87B RAUM · 143 reps · 330-375-9480
ComplianceMarketing & brand
47
BUCKINGHAM CAPITAL MANAGEMENT, INC. notice-filed in MA, WV. IAPD ↗
$911.0M RAUM · 14 reps · 937-435-2742 · mybuckingham.com
ComplianceMarketing & brand
47
CONCORD WEALTH PARTNERS notice-filed in LA, WI. IAPD ↗
$806.6M RAUM · 12 reps · 276-628-5910 · custom.concordwealthpartners.com
ComplianceMarketing & brand
47
FINANCIAL & TAX ARCHITECTS, LLC notice-filed in AR, NY. IAPD ↗
$378.9M RAUM · 25 reps · 314-858-1122 · fta-ria.com
ComplianceMarketing & brand
47
PLANNING DIRECTIONS, INC. notice-filed in GA, SC. IAPD ↗
$422.8M RAUM · 4 reps · 610-361-0865
ComplianceMarketing & brand
47
CHARTER OAK CAPITAL MANAGEMENT notice-filed in NE. IAPD ↗
$1.11B RAUM · 12 reps · 800-646-5720 · charteroakcm.com
ComplianceMarketing & brand
47
SCHNIEDERS CAPITAL MANAGEMENT, LLC. notice-filed in ID, MT. IAPD ↗
$725.0M RAUM · 2 reps · 626.584.6168 · schniederscapital.com
ComplianceMarketing & brand
47
RIDGEWOOD INVESTMENTS notice-filed in FL, NH. IAPD ↗
$325.7M RAUM · 6 reps · 973-544-6970 · dividendgrowthpartners.com
ComplianceMarketing & brand
47
SCS CAPITAL MANAGEMENT LLC notice-filed in UT. IAPD ↗
$30.19B RAUM · 45 reps · 617-204-6400
ComplianceMarketing & brand
47
SCF INVESTMENT ADVISORS, INC. notice-filed in PR. IAPD ↗
$2.55B RAUM · 135 reps · 800-955-2517
ComplianceMarketing & brand
47
VALLEY FORGE INVESTMENT CONSULTANTS, INC. notice-filed in CO. IAPD ↗
$2.54B RAUM · 10 reps · 610-783-6650 · vffg.com
ComplianceMarketing & brand
47
CRA FINANCIAL SERVICES, L.L.C. notice-filed in MD. IAPD ↗
$1.20B RAUM · 7 reps · 609-380-3500
ComplianceMarketing & brand
47
TRINITY FINANCIAL PARTNERS II, LLC notice-filed in NC, NJ. IAPD ↗
$441.9M RAUM · 3 reps · 610-687-8040 · trinityfinancialpartners.com
ComplianceMarketing & brand
47
REGAL INVESTMENT ADVISORS LLC notice-filed in ID. IAPD ↗
$2.55B RAUM · 117 reps · 616-224-2204 · regal-lionshare.com
ComplianceMarketing & brand
47
SAGEVIEW ADVISORY GROUP, LLC notice-filed in PR. IAPD ↗
$202.57B RAUM · 131 reps · 800-814-8742 · sageviewadvisory.com
ComplianceMarketing & brand
47
VALEO FINANCIAL ADVISORS, LLC notice-filed in OR. IAPD ↗
$8.94B RAUM · 108 reps · 317.218.6000 · valeofinancial.com
ComplianceMarketing & brand
47
CONFIDENCE WEALTH MANAGEMENT, LLC notice-filed in PA, VA. IAPD ↗
$267.1M RAUM · 11 reps · 310-824-1000
ComplianceMarketing & brand
47
ELGETHUN CAPITAL MANAGEMENT notice-filed in CO, IL. IAPD ↗
$786.6M RAUM · 7 reps · (605) 367-3336
ComplianceMarketing & brand
47
SUMMITRY, LLC notice-filed in CO. IAPD ↗
$2.45B RAUM · 19 reps · 650-212-2240 · summitry.com
ComplianceMarketing & brand
47
KORHORN FINANCIAL GROUP notice-filed in AR, KS. IAPD ↗
$739.4M RAUM · 37 reps · 574-247-5898
ComplianceMarketing & brand
47
CSENGE ADVISORY GROUP, LLC notice-filed in SD. IAPD ↗
$2.75B RAUM · 76 reps · 727-437-6000 · fidelisfinancialstrategies.com
ComplianceMarketing & brand
47
J. SAFRA ASSET MANAGEMENT CORPORATION notice-filed in NJ. IAPD ↗
$3.68B RAUM · 6 reps · 212-704-5553 · jsinvestments.com
ComplianceMarketing & brand
47
VERSANT CAPITAL MANAGEMENT, INC. notice-filed in NC, NY. IAPD ↗
$900.5M RAUM · 12 reps · 602-635-3760
ComplianceMarketing & brand
47
BLUE CHIP PARTNERS, LLC notice-filed in VA. IAPD ↗
$1.28B RAUM · 15 reps · 248-848-1111
ComplianceMarketing & brand
47
CAPSOUTH WEALTH MANAGEMENT notice-filed in KY, TN. IAPD ↗
$762.9M RAUM · 11 reps · 334.673.8600
ComplianceMarketing & brand
47
PRIVATE WEALTH PARTNERS, LLC notice-filed in TX. IAPD ↗
$1.63B RAUM · 6 reps · 415-461-3850 · pwpart.com
ComplianceMarketing & brand
47
HERITAGE WEALTH ADVISORS notice-filed in TN. IAPD ↗
$4.00B RAUM · 18 reps · 804-643-4080 · heritagewealth.net
ComplianceMarketing & brand
47
ZUCKERMAN INVESTMENT GROUP notice-filed in CO. IAPD ↗
$1.54B RAUM · 8 reps · 312-948-8000
ComplianceMarketing & brand
47
GREENE WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$1.11B RAUM · 3 reps · 206-623-2200
ComplianceMarketing & brand
47
TWIN FOCUS CAPITAL PARTNERS, LLC notice-filed in TX. IAPD ↗
$3.59B RAUM · 20 reps · 617-720-4500
ComplianceMarketing & brand
47
BRIDGE CREEK CAPITAL MANAGEMENT LLC notice-filed in AZ, RI. IAPD ↗
$414.0M RAUM · 3 reps · 508-362-9566 · bridgecreekcapitalmanagement.com
ComplianceMarketing & brand
47
CAMBRIA INVESTMENT MANAGEMENT, L.P. notice-filed in VA. IAPD ↗
$2.23B RAUM · 3 reps · 310-683-5500 · mebfaber.com
ComplianceMarketing & brand
47
STRATEGIC FINANCIAL CONCEPTS, LLC notice-filed in CO, TN. IAPD ↗
$987.6M RAUM · 35 reps · 210-737-7800 · solinskygroup.com
ComplianceMarketing & brand
47
COLLABORATIVE WEALTH notice-filed in NY, VA. IAPD ↗
$463.6M RAUM · 9 reps · 407-792-3336
ComplianceMarketing & brand
47
METLIFE INVESTMENT MANAGEMENT, LLC notice-filed in NY. IAPD ↗
$499.52B RAUM · 695 reps · 973-355-4000 · investments.metlife.com
ComplianceMarketing & brand
47
CALLAN CAPITAL, LLC notice-filed in WA. IAPD ↗
$1.88B RAUM · 7 reps · 858-551-3800
ComplianceMarketing & brand
47
CIRCLE WEALTH MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$10.17B RAUM · 9 reps · 908-206-1306 · circlewm.com
ComplianceMarketing & brand
47
CLARKSTON CAPITAL PARTNERS, LLC notice-filed in PA. IAPD ↗
$6.69B RAUM · 17 reps · 248-723-8000 · clarkstoncapital.com
ComplianceMarketing & brand
47
HECK CAPITAL ADVISORS, LLC notice-filed in VA. IAPD ↗
$6.66B RAUM · 16 reps · 715-361-1500
ComplianceMarketing & brand
47
SMITH ANGLIN FINANCIAL, LLC notice-filed in CO. IAPD ↗
$1.57B RAUM · 16 reps · (972) 267-1244
ComplianceMarketing & brand
47
ROYAL FUND MANAGEMENT, LLC notice-filed in HI. IAPD ↗
$1.36B RAUM · 83 reps · 352-750-1637 · 401kmaneuver.com
ComplianceMarketing & brand
47
BARRY INVESTMENT ADVISORS, LLC notice-filed in GA, NE. IAPD ↗
$654.9M RAUM · 6 reps · 888-992-8601 · barryinvestmentadvisors.com
ComplianceMarketing & brand
47
AUXANO ADVISORS notice-filed in HI. IAPD ↗
$1.27B RAUM · 8 reps · (425) 889-1261 · auxanoadvisors.com
ComplianceMarketing & brand
47
MCILRATH & ECK, LLC notice-filed in FL, ID. IAPD ↗
$839.6M RAUM · 6 reps · (360) 657-8600 · mcilratheck.com
ComplianceMarketing & brand
47
AVIANCE CAPITAL PARTNERS LLC notice-filed in IL, VA. IAPD ↗
$632.3M RAUM · 6 reps · 239-598-4747
ComplianceMarketing & brand
47
LIFEINVEST WEALTH MANAGEMENT, LTD notice-filed in NJ, PR. IAPD ↗
$402.2M RAUM · 17 reps · 786-523-0500
ComplianceMarketing & brand
47
PAYNE CAPITAL MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$1.06B RAUM · 8 reps · 646-461-7670
ComplianceMarketing & brand
47
CAPITAL INSIGHT PARTNERS, LLC notice-filed in GA, IL. IAPD ↗
$737.0M RAUM · 7 reps · 480-295-7070 · cipinvest.com
ComplianceMarketing & brand
47
NBW CAPITAL LLC notice-filed in AZ, VA. IAPD ↗
$525.3M RAUM · 4 reps · 617-482-2222
ComplianceMarketing & brand
47
COORDINATED FINANCIAL SERVICES, INC. notice-filed in MS, NE. IAPD ↗
$318.1M RAUM · 3 reps · 303-770-5401 · lifetime-capital.com
ComplianceMarketing & brand
47
KINGSVIEW WEALTH MANAGEMENT, LLC notice-filed in MS. IAPD ↗
$4.85B RAUM · 85 reps · 312-870-6701
ComplianceMarketing & brand
47
EVERCORE WEALTH MANAGEMENT, LLC notice-filed in IA. IAPD ↗
$12.27B RAUM · 59 reps · 212-822-7620
ComplianceMarketing & brand
47
HUDOCK CAPITAL GROUP notice-filed in CA, GA. IAPD ↗
$747.2M RAUM · 7 reps · 570-326-9500
ComplianceMarketing & brand
47
COASTEDGE PARTNERS, LLC notice-filed in FL. IAPD ↗
$1.65B RAUM · 6 reps · 858-997-2777
ComplianceMarketing & brand
47
SENTRY, LLC notice-filed in GA. IAPD ↗
$2.38B RAUM · 2 reps · 901-820-0515 · sentryllc.com
ComplianceMarketing & brand
47
GRANITE INVESTMENT PARTNERS, LLC notice-filed in VT. IAPD ↗
$2.74B RAUM · 15 reps · 310-933-4292 · granitepartners-llc.com
ComplianceMarketing & brand
47
RIA ADVISORS notice-filed in IA. IAPD ↗
$1.24B RAUM · 13 reps · 281-501-1791
ComplianceMarketing & brand
47
ARTEMIS WEALTH ADVISORS, LLC notice-filed in TX. IAPD ↗
$1.59B RAUM · 5 reps · 212-838-9000 · artemiswa.com
ComplianceMarketing & brand
47
MISSION CREEK CAPITAL PARTNERS, INC. notice-filed in IL, NH. IAPD ↗
$547.0M RAUM · 7 reps · 415-363-0400 · missioncreekcap.com
ComplianceMarketing & brand
47
PER STIRLING CAPITAL MANAGEMENT, LLC notice-filed in TN. IAPD ↗
$1.21B RAUM · 29 reps · 512-628-2300
ComplianceMarketing & brand
47
ARCHPOINT INVESTORS notice-filed in IL. IAPD ↗
$3.35B RAUM · 5 reps · 786-810-3660
ComplianceMarketing & brand
47
CKW FINANCIAL GROUP, LLC notice-filed in OR. IAPD ↗
$1.97B RAUM · 2 reps · 808-629-7600 · ckwhawaii.com
ComplianceMarketing & brand
47
NEWSQUARE CAPITAL, LLC notice-filed in IL. IAPD ↗
$1.56B RAUM · 5 reps · 610-325-6117 · newsquarecapital.com
ComplianceMarketing & brand
47
BALENTINE notice-filed in AR. IAPD ↗
$4.69B RAUM · 24 reps · (404) 537-4800
ComplianceMarketing & brand
47
EXPAND FINANCIAL, LLC notice-filed in NV. IAPD ↗
$1.40B RAUM · 3 reps · 720-387-8158 · expandfinancial.com
ComplianceMarketing & brand
47
BTG PACTUAL ASSET MANAGEMENT US , LLC notice-filed in WA. IAPD ↗
$27.79B RAUM · 68 reps · 212-293-4600 · timberlandinvestmentgroup.com
ComplianceMarketing & brand
47
SOUTHSTATE ADVISORY, INC. notice-filed in AL. IAPD ↗
$3.42B RAUM · 10 reps · 803-231-3492 · southstatebank.com
ComplianceMarketing & brand
47
DRAKE & ASSOCIATES, LLC notice-filed in CA, NC. IAPD ↗
$313.1M RAUM · 6 reps · 414-409-7226
ComplianceMarketing & brand
47
KINGDOM FINANCIAL GROUP, LLC notice-filed in AK, CO. IAPD ↗
$264.2M RAUM · 17 reps · 623-974-0300
ComplianceMarketing & brand
47
PROSPERITY CAPITAL ADVISORS notice-filed in ID. IAPD ↗
$2.25B RAUM · 104 reps · 888-240-0064
ComplianceMarketing & brand
47
GENTRUST notice-filed in VA. IAPD ↗
$3.15B RAUM · 15 reps · 305-677-6688 · gentrustwm.com
ComplianceMarketing & brand
47
NAPLES GLOBAL ADVISORS notice-filed in TN. IAPD ↗
$1.47B RAUM · 10 reps · 239-776-7900 · verobeachglobaladvisors.com
ComplianceMarketing & brand
47
ASCENT WEALTH PARTNERS, LLC notice-filed in NJ. IAPD ↗
$1.11B RAUM · 10 reps · 315-624-7300 · ascentwealthpartners.com
ComplianceMarketing & brand
47
ZHANG FINANCIAL notice-filed in CT. IAPD ↗
$5.73B RAUM · 16 reps · 269-385-5888
ComplianceMarketing & brand
47
BALTIMORE-WASHINGTON FINANCIAL ADVISORS notice-filed in NE. IAPD ↗
$1.94B RAUM · 11 reps · 410-461-3900
ComplianceMarketing & brand
47
LVW ADVISORS, LLC notice-filed in CO. IAPD ↗
$2.14B RAUM · 11 reps · 585-267-4900
ComplianceMarketing & brand
47
THREE BELL CAPITAL LLC notice-filed in IL. IAPD ↗
$3.25B RAUM · 12 reps · 650-843-9836
ComplianceMarketing & brand
47
ANGELES WEALTH MANAGEMENT, LLC notice-filed in NC. IAPD ↗
$1.80B RAUM · 6 reps · 310-393-6300 · angeleswealth.com
ComplianceMarketing & brand
47
DELEGATE ADVISORS, LLC notice-filed in SC. IAPD ↗
$1.03B RAUM · 13 reps · 919-932-8400 · delegateadvisors.com
ComplianceMarketing & brand
47
VIVALDI CAPITAL MANAGEMENT LP notice-filed in DE. IAPD ↗
$3.73B RAUM · 22 reps · 312.248.8300
ComplianceMarketing & brand
47
THE INVESTMENT HOUSE LLC notice-filed in FL. IAPD ↗
$1.62B RAUM · 7 reps · 310-873-3021 · tihllc.com
ComplianceMarketing & brand
47
BISON WEALTH, LLC notice-filed in WI. IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
ComplianceMarketing & brand
47
AFFINITY CAPITAL ADVISORS LLC notice-filed in LA, MA. IAPD ↗
$480.1M RAUM · 5 reps · 510-984-0261 · affinitycapadv.com
ComplianceMarketing & brand
47
BILTMORE FAMILY OFFICE, LLC notice-filed in NY. IAPD ↗
$2.89B RAUM · 14 reps · 704-248-5230 · biltmorefamilyoffice.com
ComplianceMarketing & brand
47
INSIGHT ADVISORS, LLC notice-filed in MA, SC. IAPD ↗
$703.0M RAUM · 19 reps · 215-550-6011
ComplianceMarketing & brand
47
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC notice-filed in TN, WA. IAPD ↗
$440.5M RAUM · 4 reps · (785) 856-2222 · edmondsduncan.com
ComplianceMarketing & brand
47
OCCIDENTAL ASSET MANAGEMENT, LLC notice-filed in LA, NM. IAPD ↗
$625.5M RAUM · 10 reps · 650-344-1600 · yourmentalwealthadvisors.com
ComplianceMarketing & brand
47
GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. notice-filed in NC. IAPD ↗
$47.87B RAUM · 75 reps · 646-362-3700 · gcmgrosvenor.com
ComplianceMarketing & brand
47
ALLIANCE WEALTH MANAGEMENT GROUP, LLC notice-filed in AZ, CO. IAPD ↗
$363.5M RAUM · 6 reps · (908) 751 - 7090
ComplianceMarketing & brand
47
VENTURI PRIVATE WEALTH notice-filed in TN. IAPD ↗
$2.30B RAUM · 19 reps · (512) 220-2035
ComplianceMarketing & brand
47
VISIONARY WEALTH ADVISORS, LLC notice-filed in DC. IAPD ↗
$2.43B RAUM · 39 reps · 314-764-2727
ComplianceMarketing & brand
47
FOURSTAR WEALTH ADVISORS, LLC notice-filed in NE. IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
ComplianceMarketing & brand
47
JOHNSON & WHITE WEALTH MANAGEMENT LLC notice-filed in CA, NJ. IAPD ↗
$364.8M RAUM · 6 reps · 717-430-0001 · johnsonandwhite.com
ComplianceMarketing & brand
47
PRIVATE ADVISORY GROUP LLC notice-filed in AZ, CO. IAPD ↗
$900.5M RAUM · 6 reps · 425-498-2320 · privateadvisory.com
ComplianceMarketing & brand
47
CAPITAL PLANNING ADVISORS LLC notice-filed in FL. IAPD ↗
$1.14B RAUM · 7 reps · 916-286-7650
ComplianceMarketing & brand
47
GOVERNMENT PORTFOLIO ADVISORS LLC notice-filed in TX. IAPD ↗
$20.48B RAUM · 6 reps · 503-248-9973 · gpafixedincome.com
ComplianceMarketing & brand
47
CLEAR CREEK FINANCIAL MANAGEMENT, LLC notice-filed in AR. IAPD ↗
$1.18B RAUM · 35 reps · (360) 308-8239 · jackthomasfinancial.com
ComplianceMarketing & brand
47
CRESCENT GROVE ADVISORS notice-filed in SC. IAPD ↗
$4.46B RAUM · 14 reps · 847-752-0292 · crescentgroveadvisors.com
ComplianceMarketing & brand
47
MCADAM LLC notice-filed in KS. IAPD ↗
$1.74B RAUM · 156 reps · (888) 614-5323 · myadvisorteam.com
ComplianceMarketing & brand
47
APELLA WEALTH notice-filed in AL. IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
ComplianceMarketing & brand
47
FIRST WILSHIRE SECURITIES MANAGEMENT, INC. notice-filed in DE, MN. IAPD ↗
$328.8M RAUM · 6 reps · 626-796-6622
ComplianceMarketing & brand
47
ARISTOTLE CAPITAL BOSTON, LLC notice-filed in IL. IAPD ↗
$3.33B RAUM · 6 reps · 617-274-3700
ComplianceMarketing & brand
47
IFAM CAPITAL notice-filed in GA. IAPD ↗
$1.71B RAUM · 6 reps · 970-530-5021
ComplianceMarketing & brand
47
ALIGN IMPACT, LLC notice-filed in ID, PA. IAPD ↗
$728.4M RAUM · 22 reps · 805-243-8055
ComplianceMarketing & brand
47
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. notice-filed in ME, VA. IAPD ↗
$270.2M RAUM · 19 reps · 860.973.3214 · wjcmllc.com
ComplianceMarketing & brand
47
EPIC TRUST INVESTMENT ADVISORS LLC notice-filed in FL, VA. IAPD ↗
$277.4M RAUM · 6 reps · 509-591-0014
ComplianceMarketing & brand
47
PETSO FINANCIAL CONSULTANTS LLC notice-filed in LA. IAPD ↗
$1.19B RAUM · 5 reps · 208-853-2000 · petsofinancial.com
ComplianceMarketing & brand
47
DOUGLAS C. LANE & ASSOCIATES notice-filed in NE. IAPD ↗
$7.60B RAUM · 16 reps · 212-262-7670 · dclainc.com
ComplianceMarketing & brand
47
INSIGNEO ADVISORY SERVICES, LLC notice-filed in MD. IAPD ↗
$3.07B RAUM · 168 reps · 305.373.9000 · insigneo.com
ComplianceMarketing & brand
47
MERIDIAN WEALTH ADVISORS, LLC notice-filed in MT. IAPD ↗
$1.22B RAUM · 8 reps · 512-717-5580
ComplianceMarketing & brand
47
PENNINGTON PARTNERS & CO., LLC notice-filed in TX. IAPD ↗
$2.97B RAUM · 8 reps · 202-370-6435 · pennington.addepar.com
ComplianceMarketing & brand
47
RHAME & GORRELL WEALTH MANAGEMENT notice-filed in FL, NC. IAPD ↗
$693.5M RAUM · 7 reps · (832) 789-1100
ComplianceMarketing & brand
47
BOGART WEALTH, LLC notice-filed in CT. IAPD ↗
$2.62B RAUM · 20 reps · (703) 570-8651
ComplianceMarketing & brand
47
5C CAPITAL MANAGEMENT, LLC notice-filed in NC, VA. IAPD ↗
$474.8M RAUM · 7 reps · (347) 331-0648 · 5cwealth.com
ComplianceMarketing & brand
47
INTEGRATED WEALTH CONCEPTS LLC notice-filed in PR. IAPD ↗
$12.39B RAUM · 423 reps · (781) 890-3045 · reserveinvestments.com
ComplianceMarketing & brand
47
THE FIDUCIARY ALLIANCE notice-filed in WI. IAPD ↗
$1.23B RAUM · 28 reps · 864-385-7999
ComplianceMarketing & brand
47
ROUND ROCK ADVISORS LLC notice-filed in IL, WA. IAPD ↗
$673.3M RAUM · 10 reps · (203) 920-4774
ComplianceMarketing & brand
47
ADAMS WEALTH ADVISORS notice-filed in CA, FL. IAPD ↗
$603.5M RAUM · 15 reps · (435)752-1702
ComplianceMarketing & brand
47
ARKOS GLOBAL ADVISORS, LLC notice-filed in NY, TN. IAPD ↗
$939.4M RAUM · 4 reps · (346) 352-2360
ComplianceMarketing & brand
47
ALERA INVESTMENT ADVISORS, LLC notice-filed in RI. IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000
ComplianceMarketing & brand
47
PROCYON ADVISORS, LLC notice-filed in OH. IAPD ↗
$6.28B RAUM · 34 reps · (475) 232-2704
ComplianceMarketing & brand
47
ROSSMORE PRIVATE CAPITAL, LLC notice-filed in PA. IAPD ↗
$1.14B RAUM · 5 reps · 860-200-6079 · rossmore.com
ComplianceMarketing & brand
47
VERDENCE CAPITAL ADVISORS, LLC notice-filed in CT. IAPD ↗
$3.31B RAUM · 25 reps · 410-472-5380 · verdence.com
ComplianceMarketing & brand
47
TOWERPOINT WEALTH, LLC notice-filed in NV, OR. IAPD ↗
$419.0M RAUM · 5 reps · (916) 405-9140
ComplianceMarketing & brand
47
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC notice-filed in TX. IAPD ↗
$4.02B RAUM · 16 reps · 317-975-5033 · shepherdfin.com
ComplianceMarketing & brand
47
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC notice-filed in IA, OK. IAPD ↗
$379.7M RAUM · 9 reps · 913-295-9500
ComplianceMarketing & brand
47
FINANCIAL STRATEGIES GROUP, INC notice-filed in NE, WA. IAPD ↗
$468.6M RAUM · 6 reps · (800) 804-0420
ComplianceMarketing & brand
47
HFM INVESTMENT ADVISORS, LLC notice-filed in CO, VA. IAPD ↗
$261.2M RAUM · 5 reps · 856-232-2270
ComplianceMarketing & brand
47
MEYERS WEALTH MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$1.31B RAUM · 8 reps · 614-442-6787 · meyerswealthmgmt.com
ComplianceMarketing & brand
47
CORNERSTONE WEALTH notice-filed in MT. IAPD ↗
$1.29B RAUM · 50 reps · 704-987-3410
ComplianceMarketing & brand
47
APOLLON WEALTH MANAGEMENT, LLC notice-filed in IA. IAPD ↗
$5.52B RAUM · 93 reps · 843-579-0018
ComplianceMarketing & brand
47
CAMPBELL DEEGAN FINANCIAL notice-filed in CA, MI. IAPD ↗
$565.0M RAUM · 3 reps · 804-913-1114 · cdfva.com
ComplianceMarketing & brand
47
GRAVES LIGHT LENHART notice-filed in MD. IAPD ↗
$1.09B RAUM · 6 reps · (540) 433-3076 · gllwealth.com
ComplianceMarketing & brand
47
FIRST NEBRASKA FINANCIAL SERVICES notice-filed in CA, FL. IAPD ↗
$357.5M RAUM · 3 reps · (308) 534-1322 · firstnebraskafinancial.com
ComplianceMarketing & brand
47
LOGAN PARK WEALTH MANAGEMENT notice-filed in CO, NC. IAPD ↗
$315.1M RAUM · 3 reps · (612) 315-2105 · lpwm.com
ComplianceMarketing & brand
47
INDEPENDENCE SQUARE HOLDINGS, LLC notice-filed in TN. IAPD ↗
$1.15B RAUM · 40 reps · 610-520-1500
ComplianceMarketing & brand
47
CH INVESTMENT PARTNERS, LLC notice-filed in NC. IAPD ↗
$5.10B RAUM · 24 reps · 214-661-8333
ComplianceMarketing & brand
47
TSCHETTER GROUP notice-filed in MT. IAPD ↗
$1.81B RAUM · 11 reps · 425-998-9960 · tschettergroup.com
ComplianceMarketing & brand
47
AUSTIN PRIVATE WEALTH, LLC notice-filed in NH. IAPD ↗
$1.06B RAUM · 20 reps · (512) 886-4114
ComplianceMarketing & brand
47
PAINTED PORCH ADVISORS LLC notice-filed in CO, NY. IAPD ↗
$371.8M RAUM · 8 reps · 805-567-4288 · paintedporchadvisors.com
ComplianceMarketing & brand
47
CLOVERFIELDS CAPITAL GROUP, LP notice-filed in NH, WY. IAPD ↗
$299.2M RAUM · 1 reps · 952-208-8620
ComplianceMarketing & brand
47
TRUWEALTH ADVISORS, LLC notice-filed in MT. IAPD ↗
$2.11B RAUM · 17 reps · 504-779-7799
ComplianceMarketing & brand
47
OCTAVIA WEALTH ADVISORS LLC notice-filed in OK. IAPD ↗
$1.44B RAUM · 28 reps · (513) 762-7701
ComplianceMarketing & brand
47
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC notice-filed in LA. IAPD ↗
$9.85B RAUM · 14 reps · 414.765.1980
ComplianceMarketing & brand
47
DECHTMAN WEALTH MANAGEMENT notice-filed in IL, IN. IAPD ↗
$651.0M RAUM · 3 reps · 303 741 9772
ComplianceMarketing & brand
47
DUCENTA SQUARED ASSET MANAGEMENT notice-filed in CO. IAPD ↗
$3.57B RAUM · 11 reps · (213) 687-9170 · ducentasquared.com
ComplianceMarketing & brand
47
ZCM notice-filed in ND. IAPD ↗
$6.61B RAUM · 28 reps · 312-368-1442
ComplianceMarketing & brand
47
TRB WEALTH MANAGEMENT, LLC notice-filed in IL. IAPD ↗
$1.19B RAUM · 8 reps · 956-217-6029 · trb.bank
ComplianceMarketing & brand
47
HOWARD CAPITAL MANAGEMENT GROUP, LLC notice-filed in IN. IAPD ↗
$1.98B RAUM · 7 reps · 310-473-9100 · focusfinancialpartners.com
ComplianceMarketing & brand
47
FAIRWAY WEALTH MANAGEMENT LLC notice-filed in CA. IAPD ↗
$2.35B RAUM · 9 reps · 216-573-7200 · focusfinancialpartners.com
ComplianceMarketing & brand
47
OAKHURST CAPITAL ADVISORS, LLC notice-filed in NH, TX. IAPD ↗
$762.1M RAUM · 3 reps · 310-278-8232
ComplianceMarketing & brand
47
LEEWARD INVESTMENTS notice-filed in LA. IAPD ↗
$2.82B RAUM · 5 reps · 617-468-6700
ComplianceMarketing & brand
47
ROLLINS FINANCIAL ADVISORS, LLC notice-filed in PA. IAPD ↗
$1.06B RAUM · 6 reps · 404-892-7967
ComplianceMarketing & brand
47
BELZBERG & CO. notice-filed in FL. IAPD ↗
$1.48B RAUM · 11 reps · 212-390-9768
ComplianceMarketing & brand
47
HOMRICH BERG notice-filed in NV. IAPD ↗
$15.20B RAUM · 80 reps · 404-264-1400
ComplianceMarketing & brand
47
GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in HI, OR. IAPD ↗
$743.7M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
ComplianceMarketing & brand
47
BEAUMONT FINANCIAL PARTNERS notice-filed in OK. IAPD ↗
$2.96B RAUM · 16 reps · 781-400-2800
ComplianceMarketing & brand
47
NORDWAND ADVISORS notice-filed in FL. IAPD ↗
$3.49B RAUM · 5 reps · 484-630-2510
ComplianceMarketing & brand
47
GUIDANCE CAPITAL, INC. notice-filed in FL, GA. IAPD ↗
$288.3M RAUM · 6 reps · (502) 813-2100 · guidancecapital.com
ComplianceMarketing & brand
47
CRAFT&SAGE WEALTH notice-filed in AR, CO. IAPD ↗
$251.0M RAUM · 7 reps · 816-436-9939 · craftandsage.com
ComplianceMarketing & brand
47
DIVERSIFY ADVISORY SERVICES, LLC notice-filed in FL. IAPD ↗
$2.87B RAUM · 87 reps · 801-890.7577
ComplianceMarketing & brand
47
CATALYTIC WEALTH MANAGEMENT notice-filed in NH. IAPD ↗
$1.71B RAUM · 15 reps · 617-234-7000
ComplianceMarketing & brand
47
SPIREPOINT PRIVATE CLIENT, LLC notice-filed in NC, NY. IAPD ↗
$934.1M RAUM · 5 reps · 772-316-1271 · spirepointpc.com
ComplianceMarketing & brand
47
GLOBALT INVESTMENTS notice-filed in OH. IAPD ↗
$2.66B RAUM · 18 reps · 404-364-2188
ComplianceMarketing & brand
46
KEENE & DORCHAK notice-filed in AR, CA, NV. IAPD ↗
$173.4M RAUM · 4 reps · 817-336-4500 · keenedorchak.com
ComplianceMarketing & brand
46
NEW PERSPECTIVES, INC. notice-filed in MD, TN, TX. IAPD ↗
$239.8M RAUM · 3 reps · 601-991-3158 · newper.com
ComplianceMarketing & brand
46
KCD FINANCIAL, INC. notice-filed in NY, PA, WY. IAPD ↗
$175.1M RAUM · 25 reps · 920-347-3400 · kcdfinancial.com
ComplianceMarketing & brand
46
TURNER FINANCIAL GROUP, INC. notice-filed in CO, OR, WA. IAPD ↗
$115.7M RAUM · 4 reps · 850-995-1797 · turnerfg.com
ComplianceMarketing & brand
46
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT notice-filed in ID, MA, TX. IAPD ↗
$121.3M RAUM · 4 reps · 209-536-9734 · tginvesting.com
ComplianceMarketing & brand
46
DESERT ROSE CAPITAL MANAGEMENT, INC. notice-filed in CO, LA, WY. IAPD ↗
$117.2M RAUM · 8 reps · 208 297-2710
ComplianceMarketing & brand
46
ARCHETYPE ADVISORS, LLC notice-filed in CO, IL, NC. IAPD ↗
$198.7M RAUM · 2 reps · 215 558 5500 · archetypeadvisor.com
ComplianceMarketing & brand
46
THOMAS LEO ADVISORY, LLC notice-filed in CA, CO, TX. IAPD ↗
$149.0M RAUM · 2 reps · 612-208-1641 · thomasleoadvisory.com
ComplianceMarketing & brand
46
WINDWARD WEALTH STRATEGIES, INC. notice-filed in AL, MA, NY. IAPD ↗
$184.3M RAUM · 2 reps · 920-230-2215
ComplianceMarketing & brand
46
JANUARY CAPITAL ADVISORS LLC notice-filed in AZ, NY, OR. IAPD ↗
$215.8M RAUM · 2 reps · 415-494-2790
ComplianceMarketing & brand
46
ST. JAMES INVESTMENT ADVISORS, LLC notice-filed in CA, PA, VT. IAPD ↗
$68.7M RAUM · 4 reps · (631) 979-6520 · stjamesia.com
ComplianceMarketing & brand
46
AWH FINANCIAL, LLC notice-filed in IL, MN, NM. IAPD ↗
$0 RAUM · 34 reps · 610-660-4283
ComplianceMarketing & brand
46
FISHER & WIENS WEALTH MANAGEMENT, LLC notice-filed in NE, NH, WA. IAPD ↗
$219.0M RAUM · 1 reps · 925-964-0090 · fisherandwiens.com
ComplianceMarketing & brand
46
WEALTHFD notice-filed in CO, NE, TN. IAPD ↗
$32.5M RAUM · 4 reps · 215-671-6660 · taxfd.com
ComplianceMarketing & brand
46
TROUTMAN WEALTH MANAGEMENT notice-filed in CT, TX, VA. IAPD ↗
$119.0M RAUM · 1 reps · 484-256-7466 · troutmanwealth.com
ComplianceMarketing & brand
46
ADVISOR SHARE WEALTH MANAGEMENT notice-filed in NE, NH, TX. IAPD ↗
$48.0M RAUM · 22 reps · 866-232-3251 · aswealthmanagement.com
ComplianceMarketing & brand
46
APEX STRATEGIC WEALTH, LLC notice-filed in IL, OH, SC. IAPD ↗
$200.9M RAUM · 6 reps · 423 267 0046 · apxstrategicwealth.com
ComplianceMarketing & brand
46
TRACTION FINANCIAL PARTNERS notice-filed in MO, NH, OR. IAPD ↗
$238.5M RAUM · 8 reps · 307-672-9738 · tractionfp.com
ComplianceMarketing & brand
46
PRESTIGE WEALTHWIDE, LLC notice-filed in CA, ID, LA. IAPD ↗
$207.7M RAUM · 4 reps · 720-449-3656
ComplianceMarketing & brand
46
LEGACY WEALTH MANAGEMENT GROUP, INC. notice-filed in FL, NH, PA. IAPD ↗
$207.7M RAUM · 5 reps · 434-266-1214 · lynchburglegacy.com
ComplianceMarketing & brand
46
FORTHRIGHT CAPITAL ADVISORY notice-filed in AR, IL, VA. IAPD ↗
$26.5M RAUM · 32 reps · (702) 217-7676 · forthrightcps.com
ComplianceMarketing & brand
46
POINTER FINANCIAL ADVISORS LLC notice-filed in FL, PA, VA. IAPD ↗
$111.9M RAUM · 1 reps · 301-804-0250 · pointeradvisors.com
ComplianceMarketing & brand
46
WAYSTONE ADVISORS LLC notice-filed in CA, LA, TX. IAPD ↗
$111.0M RAUM · 2 reps · (425) 484-0045 · waystoneadvisors.com
ComplianceMarketing & brand
46
210 FINANCIAL notice-filed in IA, TN, TX. IAPD ↗
$116.8M RAUM · 3 reps · 309-263-1333
ComplianceMarketing & brand
46
STONEPATH WEALTH MANAGEMENT notice-filed in FL, OH, TX. IAPD ↗
$0 RAUM · 7 reps · (231) 668-6999 · stonepathwm.com
ComplianceMarketing & brand
46
ALTITUDE CAPITAL MANAGEMENT LLC notice-filed in FL, MO, TX. IAPD ↗
$0 RAUM · 3 reps · 515-207-3310 · altitudecm.com
ComplianceMarketing & brand
45
MEANS WEALTH MANAGEMENT notice-filed in GA. IAPD ↗
$977.0M RAUM · 12 reps · 1-207-947-6763 · meanswealth.com
ComplianceMarketing & brand
45
COLLIERS SECURITIES LLC notice-filed in NE. IAPD ↗
$262.6M RAUM · 19 reps · 612-376-4000
ComplianceMarketing & brand
45
DALE K. EHRHART, INC. notice-filed in MO. IAPD ↗
$536.6M RAUM · 3 reps · 941-485-8220 · dkeinc.com
ComplianceMarketing & brand
45
FIDUCIARY ADVISORS, LLC notice-filed in UT. IAPD ↗
$402.7M RAUM · 2 reps · (267) 534-2490 · managedplan.com
ComplianceMarketing & brand
45
MCRAE CAPITAL MANAGEMENT INC. notice-filed in CO. IAPD ↗
$701.5M RAUM · 4 reps · 973-387-1080 · mcraecapital.com
ComplianceMarketing & brand
45
AUFMAN ASSOCIATES INC notice-filed in MD. IAPD ↗
$808.4M RAUM · 3 reps · 724-934-5600 · aufmanassociates.com
ComplianceMarketing & brand
45
HFM WEALTH MANAGEMENT notice-filed in MD. IAPD ↗
$684.9M RAUM · 6 reps · 860-241-0028
ComplianceMarketing & brand
45
DB FITZPATRICK notice-filed in WA. IAPD ↗
$476.3M RAUM · 7 reps · 208-342-2280 · dbfitzpatrick.com
ComplianceMarketing & brand
45
LOC INVESTMENT ADVISERS notice-filed in GA. IAPD ↗
$708.2M RAUM · 6 reps · 304-757-8131 · locinvestmentadvisers.com
ComplianceMarketing & brand
45
CARLSON INVESTMENTS notice-filed in MT. IAPD ↗
$634.9M RAUM · 7 reps · 603-224-5977 · carlsoninvest.com
ComplianceMarketing & brand
45
AUGUSTINE ASSET MANAGEMENT INC notice-filed in TX. IAPD ↗
$477.0M RAUM · 5 reps · 904-396-6944 · augustineasset.com
ComplianceMarketing & brand
45
MANCHESTER FINANCIAL INC notice-filed in TN. IAPD ↗
$854.6M RAUM · 12 reps · 805-495-4405
ComplianceMarketing & brand
45
TARBOX FAMILY OFFICE, INC. notice-filed in TX. IAPD ↗
$873.6M RAUM · 6 reps · 949-721-2330 · tarbox.com
ComplianceMarketing & brand
45
CHATHAM CAPITAL GROUP INC notice-filed in VA. IAPD ↗
$658.2M RAUM · 6 reps · 912-691-2320
ComplianceMarketing & brand
45
ELDRIDGE INVESTMENT ADVISORS INC notice-filed in CT. IAPD ↗
$735.3M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
ComplianceMarketing & brand
45
GODSHALK WELSH CAPITAL MANAGEMENT, INC. notice-filed in CO. IAPD ↗
$255.3M RAUM · 1 reps · 610-971-0202
ComplianceMarketing & brand
45
ESSENTIAL PLANNING, LLC notice-filed in VT. IAPD ↗
$378.6M RAUM · 3 reps · 603-427-5164 · essential-planning.com
ComplianceMarketing & brand
45
THE HOGAN-KNOTTS FINANCIAL GROUP, INC. notice-filed in NY. IAPD ↗
$276.7M RAUM · 4 reps · 732-842-7400 · hkfg.biz
ComplianceMarketing & brand
45
FINANCIAL CONSULATE notice-filed in NH. IAPD ↗
$782.3M RAUM · 12 reps · 410-823-7283 · financialconsulate.com
ComplianceMarketing & brand
45
PREMIER FINANCIAL GROUP INC notice-filed in CO. IAPD ↗
$672.4M RAUM · 11 reps · 707-443-2741
ComplianceMarketing & brand
45
RUGGAARD & ASSOCIATES notice-filed in VA. IAPD ↗
$312.2M RAUM · 6 reps · (330) 487-5888 · ruggaard.net
ComplianceMarketing & brand
45
NEWMAN DIGNAN & SHEERAR, INC notice-filed in VA. IAPD ↗
$612.9M RAUM · 5 reps · 401-351-4010 · newmandignan.com
ComplianceMarketing & brand
45
FINANCIAL DECISIONS, LLC notice-filed in FL. IAPD ↗
$302.5M RAUM · 5 reps · 212-920-3470
ComplianceMarketing & brand
45
COHEN CAPITAL MANAGEMENT INC notice-filed in CO. IAPD ↗
$763.2M RAUM · 4 reps · (415) 927-8011
ComplianceMarketing & brand
45
KENSINGTON INVESTMENT COUNSEL notice-filed in CO. IAPD ↗
$250.3M RAUM · 4 reps · 562-983-6677 · kensingtonic.com
ComplianceMarketing & brand
45
SEMPER AUGUSTUS INVESTMENTS GROUP LLC notice-filed in LA. IAPD ↗
$597.2M RAUM · 2 reps · 303-893-1214
ComplianceMarketing & brand
45
RAINSBERGER WEALTH ADVISORS notice-filed in CA. IAPD ↗
$355.7M RAUM · 4 reps · 719-328-1944 · rwapartners.com
ComplianceMarketing & brand
45
THOMAS J. HERZFELD ADVISORS, INC. notice-filed in AL. IAPD ↗
$726.9M RAUM · 4 reps · 305-777-1660
ComplianceMarketing & brand
45
BELL INVESTMENT ADVISORS INC notice-filed in WA. IAPD ↗
$644.5M RAUM · 9 reps · 510-433-1066
ComplianceMarketing & brand
45
INTREPID CAPITAL MANAGEMENT INC notice-filed in LA. IAPD ↗
$762.5M RAUM · 10 reps · 904-246-3433
ComplianceMarketing & brand
45
SPECTRUM INVESTMENT ADVISORS, INC. notice-filed in FL. IAPD ↗
$724.8M RAUM · 17 reps · 262-238-4010
ComplianceMarketing & brand
45
HIGH FALLS ADVISORS, INC. notice-filed in PA. IAPD ↗
$520.6M RAUM · 11 reps · 585-935-5300 · highfallsadvisors.com
ComplianceMarketing & brand
45
AMP WEALTH MANAGEMENT notice-filed in IL. IAPD ↗
$433.7M RAUM · 3 reps · 414-332-1011 · ampinvestment.com
ComplianceMarketing & brand
45
HURLEY FINANCIAL GROUP, INC. notice-filed in ID. IAPD ↗
$301.6M RAUM · 1 reps · 541-757-2331 · hurleyfinancial.com
ComplianceMarketing & brand
45
BUFFINGTON MOHR MCNEAL notice-filed in TN. IAPD ↗
$911.8M RAUM · 10 reps · 208-338-5551 · bmmria.com
ComplianceMarketing & brand
45
ALPHAMARK ADVISORS, LLC notice-filed in NC. IAPD ↗
$399.4M RAUM · 4 reps · 859-957-1803 · alphamarkadvisors.com
ComplianceMarketing & brand
45
RUSSELL CAPITAL MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$251.8M RAUM · 4 reps · 859-254-5225
ComplianceMarketing & brand
45
ROBERTS, GLORE & CO. notice-filed in AZ. IAPD ↗
$789.8M RAUM · 5 reps · 224-330-6980 · robertsglore.com
ComplianceMarketing & brand
45
KEATING INVESTMENT COUNSELORS INC notice-filed in LA. IAPD ↗
$357.5M RAUM · 3 reps · 561-278-7862 · keatinginvestment.com
ComplianceMarketing & brand
45
MERIDIAN INVESTMENT ADVISORS notice-filed in LA. IAPD ↗
$772.1M RAUM · 3 reps · 501-663-7055 · facebook.com - meridian investment advisors
ComplianceMarketing & brand
45
DENALI ADVISORS, LLC notice-filed in IL. IAPD ↗
$493.4M RAUM · 11 reps · 858-558-3600 · denaliadvisors.com
ComplianceMarketing & brand
45
FINANCIAL COUNCIL, LLC notice-filed in CO. IAPD ↗
$959.4M RAUM · 7 reps · 410-821-9200 · financialcouncil.com
ComplianceMarketing & brand
45
HILLTOP SECURITIES ASSET MANAGEMENT, LLC notice-filed in GA, LA, MA, MI, MS, NJ, NY, OH, OR, RI, TN, VA, WA. IAPD ↗institutional
$27.23B RAUM · 12 reps · 214-953-4000 · hilltopsecurities.com
ComplianceMarketing & brand
45
D. SCOTT NEAL, INC. notice-filed in GA. IAPD ↗
$304.3M RAUM · 6 reps · 859-254-3036 · dscottneal.com
ComplianceMarketing & brand
45
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT notice-filed in NE. IAPD ↗
$557.2M RAUM · 4 reps · 626-844-7184 · oshervandevoorde.com
ComplianceMarketing & brand
45
ARBOR CAPITAL MANAGEMENT INC notice-filed in MO. IAPD ↗
$322.9M RAUM · 7 reps · 907-222-7581
ComplianceMarketing & brand
45
STANLEY-LAMAN GROUP LTD. notice-filed in HI. IAPD ↗
$911.3M RAUM · 10 reps · 610-993-9100 · stanleylaman.com
ComplianceMarketing & brand
45
SPRINKLE FINANCIAL CONSULTANTS LLC notice-filed in MO. IAPD ↗
$797.8M RAUM · 4 reps · (303) 297-2185
ComplianceMarketing & brand
45
CAMBRIDGE FINANCIAL GROUP, INC. notice-filed in VT. IAPD ↗
$258.1M RAUM · 3 reps · 614-457-1530 · cfginc.net
ComplianceMarketing & brand
45
CHICAGO WEALTH MANAGEMENT, INC. notice-filed in WI. IAPD ↗
$259.6M RAUM · 3 reps · 312-376-8350
ComplianceMarketing & brand
45
CALLAHAN ADVISORS, LLC notice-filed in CA. IAPD ↗
$932.9M RAUM · 6 reps · 713-572-3366 · callahanadvisors.com
ComplianceMarketing & brand
45
THREE MAGNOLIAS FINANCIAL ADVISORS notice-filed in NH. IAPD ↗
$307.2M RAUM · 3 reps · 336-701-1600 · threemagnoliasfinancialadvisors.com
ComplianceMarketing & brand
45
SLAYTON LEWIS INC notice-filed in FL. IAPD ↗
$266.7M RAUM · 3 reps · 801-521-2191 · slaytonlewis.com
ComplianceMarketing & brand
45
SCHUBERT & COMPANY, INC. notice-filed in LA. IAPD ↗
$403.5M RAUM · 6 reps · 972-422-1010 · schubertandcompany.com
ComplianceMarketing & brand
45
AMERICAN MONEY MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$660.5M RAUM · 10 reps · 858-755-0909 · americanmoneymanagement.com
ComplianceMarketing & brand
45
BCS WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$599.4M RAUM · 6 reps · 423-283-9821
ComplianceMarketing & brand
45
MADRONA FINANCIAL & CPAS notice-filed in CO. IAPD ↗
$393.0M RAUM · 12 reps · 425-212-3777
ComplianceMarketing & brand
45
MILLENNIUM ADVISORY SERVICES, INC. notice-filed in WA. IAPD ↗
$707.5M RAUM · 18 reps · 804-346-1040 · mas-edu.com
ComplianceMarketing & brand
45
FORTITUDE ADVISORY GROUP L.L.C. notice-filed in VT. IAPD ↗
$429.6M RAUM · 16 reps · 253-470-4977 · p3wm.com
ComplianceMarketing & brand
45
TRADEMARK FINANCIAL MANAGEMENT, LLC notice-filed in OR. IAPD ↗
$250.2M RAUM · 2 reps · 952-358-3395
ComplianceMarketing & brand
45
FINANCIAL SECURITY MANAGEMENT, INC notice-filed in NE. IAPD ↗
$439.4M RAUM · 5 reps · 303-988-1411 · fsm-inc.com
ComplianceMarketing & brand
45
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. notice-filed in CO. IAPD ↗
$322.4M RAUM · 3 reps · 703-796-0800
ComplianceMarketing & brand
45
AFFINITY INVESTMENT GROUP, LLC notice-filed in VT. IAPD ↗
$444.9M RAUM · 4 reps · 603-778-6436 · affinityinvestmentgroup.com
ComplianceMarketing & brand
45
SYNERGY ASSET MANAGEMENT, LLC notice-filed in OR. IAPD ↗
$810.2M RAUM · 6 reps · 206-386-5455 · advisorempowerment.com
ComplianceMarketing & brand
45
CARSON ADVISORY GROUP notice-filed in CO. IAPD ↗
$694.9M RAUM · 9 reps · 706-543-6578
ComplianceMarketing & brand
45
SQUIRE WEALTH ADVISORS notice-filed in CA. IAPD ↗
$377.2M RAUM · 12 reps · 801-226-7722 · squireinvestment.com
ComplianceMarketing & brand
45
MCCARTHY ASSET MANAGEMENT, INC. notice-filed in AZ. IAPD ↗
$366.2M RAUM · 2 reps · (650) 610-9540 · mamportfolios.com
ComplianceMarketing & brand
45
CASTLE WEALTH MANAGEMENT notice-filed in TX. IAPD ↗
$350.1M RAUM · 7 reps · 561-686-9604
ComplianceMarketing & brand
45
NAVALIGN, LLC notice-filed in MA. IAPD ↗
$553.7M RAUM · 7 reps · 818-728-4500 · navalign.com
ComplianceMarketing & brand
45
GLASS JACOBSON WEALTH ADVISORS notice-filed in MI. IAPD ↗
$817.3M RAUM · 19 reps · 410-356-1000 · google.com
ComplianceMarketing & brand
45
ASCENSUS INVESTMENT ADVISORS, LLC notice-filed in AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. IAPD ↗institutional
$9.88B RAUM · 3 reps · 617-454-6400
ComplianceMarketing & brand
45
SC&H WEALTH notice-filed in CA. IAPD ↗
$908.9M RAUM · 14 reps · 410-403-1500
ComplianceMarketing & brand
45
THE FAIRMAN GROUP, LLC notice-filed in NJ. IAPD ↗
$778.6M RAUM · 14 reps · 610-889-7300 · fairmangroup.com
ComplianceMarketing & brand
45
LIGHTHOUSE FINANCIAL ADVISORS, INC. notice-filed in LA. IAPD ↗
$713.8M RAUM · 5 reps · (732) 747-6680
ComplianceMarketing & brand
45
LONGVIEW ASSET MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$292.7M RAUM · 4 reps · (505) 988-9555
ComplianceMarketing & brand
45
FINANCIAL PLANS & STRATEGIES, INC. notice-filed in KY. IAPD ↗
$549.9M RAUM · 4 reps · 317-882-7675 · finplans.com
ComplianceMarketing & brand
45
ZRC WEALTH MANAGEMENT, LLC notice-filed in OR. IAPD ↗
$485.1M RAUM · 6 reps · 707-524-6131 · zrcwm.com
ComplianceMarketing & brand
45
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC notice-filed in CO. IAPD ↗
$322.6M RAUM · 7 reps · 260-436-2051 · dickmeyerboyce.com
ComplianceMarketing & brand
45
ARCATAUR CAPITAL MANAGEMENT LLC notice-filed in CO. IAPD ↗
$347.7M RAUM · 6 reps · 414-225-8200 · arcataur.com
ComplianceMarketing & brand
45
PALISADE INVESTMENTS, LLC notice-filed in HI. IAPD ↗
$464.6M RAUM · 5 reps · 775-299-4600 · palisadeinvestments.com
ComplianceMarketing & brand
45
CORNERSTONE WEALTH ADVISORS, INC. notice-filed in NM. IAPD ↗
$445.4M RAUM · 5 reps · (952) 920-3900 · cornerstonewealthadvisors.com
ComplianceMarketing & brand
45
SILICON VALLEY CAPITAL PARTNERS, L.P. notice-filed in WA. IAPD ↗
$860.4M RAUM · 3 reps · 408-236-7300 · svcp.com
ComplianceMarketing & brand
45
HIGHLAND FINANCIAL ADVISORS, LLC notice-filed in CA. IAPD ↗
$430.4M RAUM · 9 reps · 973-557-2933 · highlandplanning.com
ComplianceMarketing & brand
45
DCM ADVISORS, LLC notice-filed in TX. IAPD ↗
$349.8M RAUM · 9 reps · 917-386-6260
ComplianceMarketing & brand
45
HOPWOOD FINANCIAL SERVICES, INC. notice-filed in NC. IAPD ↗
$548.1M RAUM · 6 reps · 703-787-0008 · hopwoodfinancial.com
ComplianceMarketing & brand
45
FRANCIS FINANCIAL notice-filed in FL. IAPD ↗
$509.7M RAUM · 7 reps · 212-374-9008 · francisfinancial.com
ComplianceMarketing & brand
45
OAKMONT CAPITAL MANAGEMENT, LLC notice-filed in DC. IAPD ↗
$528.4M RAUM · 7 reps · (412) 828-5550 · oakmontcap.com
ComplianceMarketing & brand
45
HOMAN WEALTH ADVISORS, LLC notice-filed in IL. IAPD ↗
$271.1M RAUM · 4 reps · 402-763-6401 · homanwealthadvisors.com
ComplianceMarketing & brand
45
DISCIPLINED EQUITY MANAGEMENT, INC. notice-filed in LA. IAPD ↗
$371.6M RAUM · 2 reps · (904) 222-0280 · demgt.com
ComplianceMarketing & brand
45
DIVIDEND ASSETS CAPITAL, LLC notice-filed in WV. IAPD ↗
$566.2M RAUM · 5 reps · 843.645.9700
ComplianceMarketing & brand
45
ANDREWS, LUCIA WEALTH MANAGEMENT LLC notice-filed in TX. IAPD ↗
$456.1M RAUM · 2 reps · 925-837-8355 · luciawealth.com
ComplianceMarketing & brand
45
ASCENT CAPITAL notice-filed in HI. IAPD ↗
$391.5M RAUM · 6 reps · 541-382-4847 · ascentbend.com
ComplianceMarketing & brand
45
WATTS GWILLIAM & COMPANY, LLC notice-filed in SC. IAPD ↗
$586.6M RAUM · 7 reps · 480-889-8998 · wattsgwilliam.com
ComplianceMarketing & brand
45
ANDERSON & ANDERSON ADVISORY, LLC notice-filed in TX. IAPD ↗
$326.9M RAUM · 2 reps · 360-425-7447
ComplianceMarketing & brand
45
C & J WEALTH ADVISORS notice-filed in IN. IAPD ↗
$269.9M RAUM · 6 reps · 865-481-0385
ComplianceMarketing & brand
45
ATLAS BROWN notice-filed in CA. IAPD ↗
$455.2M RAUM · 6 reps · 502-271-2900
ComplianceMarketing & brand
45
RIVER CAPITAL ADVISORS, LC notice-filed in NJ. IAPD ↗
$293.6M RAUM · 6 reps · 904-398-2075
ComplianceMarketing & brand
45
CAPITAL TRUST ADVISORS notice-filed in NY. IAPD ↗
$330.0M RAUM · 3 reps · (415) 399-9100 · capitaltrustadvisors.com
ComplianceMarketing & brand
45
CAPITAL MARKETS IQ, LLC notice-filed in OH. IAPD ↗
$392.3M RAUM · 21 reps · 310.882.6380
ComplianceMarketing & brand
45
FINANCIAL PERSPECTIVES notice-filed in NE. IAPD ↗
$864.6M RAUM · 13 reps · 763-553-7779 · fpwealth.com
ComplianceMarketing & brand
45
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC notice-filed in VA. IAPD ↗
$268.7M RAUM · 4 reps · 800-628-3812 · fieldsgottscho.com
ComplianceMarketing & brand
45
Q3 ASSET MANAGEMENT CORPORATION notice-filed in GA. IAPD ↗
$713.0M RAUM · 6 reps · (248) 566-1122
ComplianceMarketing & brand
45
SMI ADVISORY SERVICES, LLC notice-filed in SD. IAPD ↗
$777.0M RAUM · 5 reps · 800-796-4975 · smifund.com
ComplianceMarketing & brand
45
LOGIC CAPITAL MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$294.1M RAUM · 3 reps · 713-781-1475 · logiccapital.com
ComplianceMarketing & brand
45
STONE HOUSE INVESTMENT MANAGEMENT, LLC notice-filed in WV. IAPD ↗
$544.5M RAUM · 12 reps · (570) 836-7020
ComplianceMarketing & brand
45
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$316.5M RAUM · 3 reps · 386-446-7917 · kswwealthmanagement.com
ComplianceMarketing & brand
45
5TH STREET ADVISORS, LLC notice-filed in DE. IAPD ↗
$462.6M RAUM · 5 reps · 203-327-1212 · 5thstreetadvisors.com
ComplianceMarketing & brand
45
OAK LANE ADVISORS notice-filed in WY. IAPD ↗
$305.2M RAUM · 6 reps · 801-335-8200
ComplianceMarketing & brand
45
MILLER EQUITY CAPITAL ADVISORS notice-filed in OK. IAPD ↗
$362.0M RAUM · 3 reps · (972) 490-4345
ComplianceMarketing & brand
45
EXETER FINANCIAL, LLC notice-filed in OR. IAPD ↗
$334.3M RAUM · 4 reps · 480-588-0830 · exeterfinancial.com
ComplianceMarketing & brand
45
WISE WEALTH, LLC notice-filed in OH. IAPD ↗
$326.2M RAUM · 10 reps · 816-246-9473
ComplianceMarketing & brand
45
COPPERWYND FINANCIAL notice-filed in NY. IAPD ↗
$530.6M RAUM · 5 reps · 480-348-2100
ComplianceMarketing & brand
45
BELLATORE FINANCIAL, INC. notice-filed in SC. IAPD ↗
$513.3M RAUM · 2 reps · 877.242.9949 · whygofeebased.com
ComplianceMarketing & brand
45
ADHESION WEALTH ADVISOR SOLUTIONS notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VI, VT, WA, WI, WV, WY. IAPD ↗institutional
$8.78B RAUM · 15 reps · 888-295-8351 · adhesionwealth.com
ComplianceMarketing & brand
45
WAKEFIELD ASSET MANAGEMENT, LLLP notice-filed in VA. IAPD ↗
$343.1M RAUM · 3 reps · 303-771-0630 · wakefieldasset.com
ComplianceMarketing & brand
45
93 FINANCIAL GROUP, LLC notice-filed in VA. IAPD ↗
$638.9M RAUM · 5 reps · 781-938-6361 · 93fg.com
ComplianceMarketing & brand
45
CALDWELL ADVISORS, LLC notice-filed in CA. IAPD ↗
$322.7M RAUM · 6 reps · 615-370-8988
ComplianceMarketing & brand
45
WALSH & ASSOCIATES, LLC notice-filed in OR. IAPD ↗
$574.3M RAUM · 5 reps · 941-952-1188 · walshandassociates.com
ComplianceMarketing & brand
45
ARGOS WEALTH ADVISORS LLC notice-filed in NJ. IAPD ↗
$829.8M RAUM · 7 reps · 707-633-9063 · argoswealth.com
ComplianceMarketing & brand
45
HAMILTON POINT INVESTMENT ADVISORS, LLC notice-filed in PA. IAPD ↗
$935.1M RAUM · 8 reps · (919) 636-3765 · hamiltonpoint.com
ComplianceMarketing & brand
45
LJI WEALTH MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$853.2M RAUM · 15 reps · 317-466-9702 · ljiwm.com
ComplianceMarketing & brand
45
GENEX CONSULTING notice-filed in AZ. IAPD ↗
$605.5M RAUM · 18 reps · 314-590-5900
ComplianceMarketing & brand
45
TRADEWINDS CAPITAL MANAGEMENT, LLC notice-filed in MO. IAPD ↗
$523.7M RAUM · 7 reps · 360-715-9000
ComplianceMarketing & brand
45
FIDUCIARY EXPERTS LLC notice-filed in TN. IAPD ↗
$744.4M RAUM · 3 reps · 714-409-8869 · 401kfe.com
ComplianceMarketing & brand
45
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. notice-filed in VI. IAPD ↗
$252.5M RAUM · 6 reps · 877-429-4690 · fcmadvisors.net
ComplianceMarketing & brand
45
GREAT POINT WEALTH ADVISORS, LLC notice-filed in ME. IAPD ↗
$545.9M RAUM · 3 reps · (617) 585-0050 · greatpointwealth.com
ComplianceMarketing & brand
45
VERDE CAPITAL MANAGEMENT, INC. notice-filed in MO. IAPD ↗
$505.5M RAUM · 8 reps · 248-528-1870 · verdecm.com
ComplianceMarketing & brand
45
UNITED ADVISORS AMERICA notice-filed in IN. IAPD ↗
$260.2M RAUM · 26 reps · 877-443-0610
ComplianceMarketing & brand
45
CLEAR HAVEN CAPITAL MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$485.8M RAUM · 3 reps · 332-240-0416
ComplianceMarketing & brand
45
ROCKINGSTONE ADVISORS notice-filed in TX. IAPD ↗
$270.6M RAUM · 2 reps · 212-430-2240 · rockingstoneadvisors.com
ComplianceMarketing & brand
45
DECKER WEALTH MANAGEMENT, LLC notice-filed in MS. IAPD ↗
$360.9M RAUM · 6 reps · 615-212-2958 · deckerwealth.com
ComplianceMarketing & brand
45
IRONWOOD FINANCIAL, LLC notice-filed in CO. IAPD ↗
$456.5M RAUM · 7 reps · 520-318-4600 · ironwoodfinancial.com
ComplianceMarketing & brand
45
BUTTONWOOD FINANCIAL GROUP, LLC notice-filed in IA. IAPD ↗
$625.5M RAUM · 8 reps · 816-285-9000
ComplianceMarketing & brand
45
STONE RUN CAPITAL, LLC notice-filed in TX. IAPD ↗
$309.6M RAUM · 4 reps · 646-701-6087 · stoneruncapital.com
ComplianceMarketing & brand
45
FLYNN ZITO CAPITAL MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$549.2M RAUM · 6 reps · (516) 746-9000
ComplianceMarketing & brand
45
BECK CAPITAL MANAGEMENT LLC notice-filed in CO. IAPD ↗
$384.6M RAUM · 6 reps · 512-345-6789
ComplianceMarketing & brand
45
HORAN CAPITAL ADVISORS, LLC notice-filed in SC. IAPD ↗
$533.6M RAUM · 4 reps · 513-745-0707
ComplianceMarketing & brand
45
MATTSON FINANCIAL SERVICES, LLC notice-filed in LA. IAPD ↗
$295.6M RAUM · 6 reps · 800-536-8907
ComplianceMarketing & brand
45
ALLSQUARE WEALTH MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$269.0M RAUM · 4 reps · (518) 456-8900 · allsquarewealth.com
ComplianceMarketing & brand
45
RENAISSANCE INVESTMENT GROUP, LLC notice-filed in LA. IAPD ↗
$558.2M RAUM · 5 reps · 413-445-2481 · rigllc.com
ComplianceMarketing & brand
45
WAYCROSS PARTNERS, LLC notice-filed in NY. IAPD ↗
$566.1M RAUM · 7 reps · 502-410-1900 · waycrosspartners.com
ComplianceMarketing & brand
45
BELMONT CAPITAL GROUP notice-filed in NV. IAPD ↗
$589.8M RAUM · 4 reps · 310-203-2670 · belmontcapitalgroup.com
ComplianceMarketing & brand
45
MORIN PRIVATE CLIENT GROUP, LLC notice-filed in TX. IAPD ↗
$604.6M RAUM · 3 reps · 833-989-2869
ComplianceMarketing & brand
45
COLUMBIA RIVER ADVISORS notice-filed in AZ. IAPD ↗
$471.9M RAUM · 4 reps · (253) 589-1401
ComplianceMarketing & brand
45
CONSILIUM WEALTH MANAGEMENT notice-filed in TX. IAPD ↗
$645.8M RAUM · 2 reps · 925-365-1087 · consiliumwm.com
ComplianceMarketing & brand
45
BROWN FINANCIAL ADVISORY notice-filed in FL. IAPD ↗
$300.8M RAUM · 5 reps · 251-928-9498 · brownfinancialadvisory.com
ComplianceMarketing & brand
45
FINANCIAL CONCEPTS notice-filed in PA. IAPD ↗
$760.0M RAUM · 3 reps · 662-327-1480
ComplianceMarketing & brand
45
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. notice-filed in MI. IAPD ↗
$459.8M RAUM · 19 reps · 785-823-7900 · ucmofkansas.com
ComplianceMarketing & brand
45
CARSWELL INVESTMENTS, LLC notice-filed in NC. IAPD ↗
$260.4M RAUM · 2 reps · (800) 510-6693
ComplianceMarketing & brand
45
TLWM FINANCIAL notice-filed in NH. IAPD ↗
$484.9M RAUM · 10 reps · 1-877-348-8822 · tlwmadvisor.com
ComplianceMarketing & brand
45
NORTHWEST QUADRANT WEALTH MANAGEMENT notice-filed in NE. IAPD ↗
$453.9M RAUM · 3 reps · 541-388-9888
ComplianceMarketing & brand
45
STUDIO INVESTMENT MANAGEMENT notice-filed in WI. IAPD ↗
$715.8M RAUM · 5 reps · 312-399-0828 · studioinvestment.com
ComplianceMarketing & brand
45
SCULATI WEALTH MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$293.6M RAUM · 5 reps · 248-325-9947 · sculatiwealth.com
ComplianceMarketing & brand
45
RADNOR CAPITAL MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$709.3M RAUM · 6 reps · (610) 674-0400 · radnorcm.com
ComplianceMarketing & brand
45
PILLAR WEALTH ADVISORS, LLC notice-filed in NC. IAPD ↗
$296.2M RAUM · 5 reps · 302-409-3500 · pillarwealthadvisors.com
ComplianceMarketing & brand
45
SUMMIT STREET CAPITAL MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$586.6M RAUM · 3 reps · 212-750-7036 · ssvfunds.com
ComplianceMarketing & brand
45
CULTIVAR CAPITAL, INC. notice-filed in NE. IAPD ↗
$299.2M RAUM · 3 reps · 940-600-4553 · cultivarcapital.com
ComplianceMarketing & brand
45
EAGLE'S VIEW CAPITAL MANAGEMENT LLC notice-filed in NY. IAPD ↗
$415.0M RAUM · 3 reps · 212-421-7300 · evhedge.com
ComplianceMarketing & brand
45
AVIER WEALTH ADVISORS notice-filed in NY. IAPD ↗
$786.0M RAUM · 14 reps · 425-467-1011 · avieradvisors.com
ComplianceMarketing & brand
45
A.G. CAMPBELL ADVISORY, LLC notice-filed in TN. IAPD ↗
$411.3M RAUM · 3 reps · 410-779-1239 · agcadvisory.com
ComplianceMarketing & brand
45
AMJ FINANCIAL WEALTH MANAGEMENT LLC notice-filed in WV. IAPD ↗
$334.6M RAUM · 7 reps · 703-466-0477 · amjfinancial.com
ComplianceMarketing & brand
45
SINGLE POINT PARTNERS notice-filed in VA. IAPD ↗
$525.0M RAUM · 11 reps · 617-600-0510 · spcfo.com
ComplianceMarketing & brand
45
ATEGRA CAPITAL MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$334.2M RAUM · 7 reps · 703-564-9131 · ategracapital.com
ComplianceMarketing & brand
45
AAF WEALTH MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$507.1M RAUM · 6 reps · 508-366-9100
ComplianceMarketing & brand
45
THE JOSEPH GROUP CAPITAL MANAGEMENT notice-filed in NY. IAPD ↗
$811.7M RAUM · 14 reps · 614-228-4300
ComplianceMarketing & brand
45
STRATEGIC WEALTH INVESTMENT GROUP, LLC notice-filed in CA. IAPD ↗
$900.8M RAUM · 27 reps · 502-412-3354
ComplianceMarketing & brand
45
STRATEGIC INCOME GROUP LLC notice-filed in ID. IAPD ↗
$316.2M RAUM · 5 reps · 480-466-7070
ComplianceMarketing & brand
45
NOVI WEALTH PARTNERS notice-filed in VT. IAPD ↗
$426.9M RAUM · 7 reps · 609-921-7002 · noviwealth.com
ComplianceMarketing & brand
45
BENEDETTI, GUCER & ASSOCIATES notice-filed in NH. IAPD ↗
$572.3M RAUM · 13 reps · 404-602-0034
ComplianceMarketing & brand
45
VESTA WEALTH MANAGEMENT, LLC notice-filed in WA. IAPD ↗
$281.0M RAUM · 1 reps · 786-579-2519 · vestawealth.com
ComplianceMarketing & brand
45
WEALTH PRESERVATION ADVISORS, LLC notice-filed in AL. IAPD ↗
$479.7M RAUM · 2 reps · 423-486-9400
ComplianceMarketing & brand
45
MILESTONE INVESTMENT ADVISORS, LLC notice-filed in PA. IAPD ↗
$782.6M RAUM · 6 reps · 608-826-5730 · milestoneia.com
ComplianceMarketing & brand
45
SOLANO WEALTH MANAGEMENT, INC. notice-filed in WA. IAPD ↗
$322.3M RAUM · 4 reps · 707-435-8400 · solanowealth.com
ComplianceMarketing & brand
45
LOGICA CAPITAL ADVISERS, LLC notice-filed in CT. IAPD ↗
$319.8M RAUM · 4 reps · 424-652-9500
ComplianceMarketing & brand
45
SHEPHERD FINANCIAL PARTNERS, LLC notice-filed in NJ. IAPD ↗
$975.4M RAUM · 8 reps · (781) 756-1804
ComplianceMarketing & brand
45
SANCHEZ WEALTH MANAGEMENT GROUP, LLC notice-filed in CA. IAPD ↗
$342.2M RAUM · 2 reps · 904-281-9261 · sanchezwealth.com
ComplianceMarketing & brand
45
TRANSATLANTIQUE PRIVATE WEALTH LLC notice-filed in CO. IAPD ↗
$595.3M RAUM · 7 reps · 212 644 4219
ComplianceMarketing & brand
45
BROPHY WEALTH MANAGEMENT, LLC notice-filed in CT. IAPD ↗
$407.3M RAUM · 2 reps · (603) 668-2303 · brophywealth.com
ComplianceMarketing & brand
45
COOK WEALTH, LLC notice-filed in NM. IAPD ↗
$475.0M RAUM · 10 reps · (919) 784-9100 · cookwealth.com
ComplianceMarketing & brand
45
BUSKA WEALTH MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$268.0M RAUM · 6 reps · 715-355-4445 · planwithbuska.com
ComplianceMarketing & brand
45
WEALTH MANAGEMENT ADVISORS, LLC notice-filed in CA. IAPD ↗
$465.3M RAUM · 6 reps · 864-236-4706 · wagnerwealthmanagement.com
ComplianceMarketing & brand
45
ARCHVEST WEALTH ADVISORS, INC. notice-filed in NY. IAPD ↗
$281.5M RAUM · 5 reps · 925-215-5600
ComplianceMarketing & brand
45
O'DONNELL FINANCIAL SERVICES, LLC notice-filed in ID. IAPD ↗
$294.6M RAUM · 2 reps · 8664962300
ComplianceMarketing & brand
45
CATALINA CAPITAL GROUP, LLC notice-filed in OK. IAPD ↗
$629.6M RAUM · 5 reps · 310-540-5544
ComplianceMarketing & brand
45
AUOUR INVESTMENTS LLC notice-filed in SC. IAPD ↗
$317.0M RAUM · 4 reps · 978-338-4830 · auour.com
ComplianceMarketing & brand
45
MIRADOR CAPITAL PARTNERS notice-filed in HI. IAPD ↗
$668.1M RAUM · 5 reps · 925-621-1000
ComplianceMarketing & brand
45
SHARIAPORTFOLIO, INC. notice-filed in CO. IAPD ↗
$832.3M RAUM · 6 reps · 321-275-5125 · shariaportfolio.com
ComplianceMarketing & brand
45
BEACON FINANCIAL ADVISORY LLC notice-filed in NC. IAPD ↗
$594.4M RAUM · 14 reps · 216-910-1850
ComplianceMarketing & brand
45
TREVIAN WEALTH MANAGEMENT, LLC notice-filed in TN. IAPD ↗
$500.3M RAUM · 2 reps · 847-347-3000 · trevianwealth.com
ComplianceMarketing & brand
45
ENTRUST FINANCIAL LLC notice-filed in NC. IAPD ↗
$266.0M RAUM · 5 reps · 610-687-3515 · balancingactbook.com
ComplianceMarketing & brand
45
KONDO WEALTH ADVISORS, INC notice-filed in TX. IAPD ↗
$263.8M RAUM · 2 reps · 626-449-7783
ComplianceMarketing & brand
45
SEASIDE WEALTH MANAGEMENT, INC. notice-filed in NE. IAPD ↗
$284.8M RAUM · 5 reps · (760) 730-8120 · seasidewealth.com
ComplianceMarketing & brand
45
EQUITA FINANCIAL NETWORK, INC. notice-filed in MI. IAPD ↗
$283.1M RAUM · 8 reps · 800.604.0176
ComplianceMarketing & brand
45
KFA PRIVATE WEALTH GROUP, LLC notice-filed in NH. IAPD ↗
$784.5M RAUM · 12 reps · 571-386-2029
ComplianceMarketing & brand
45
MERIDIAN FINANCIAL PARTNERS LLC notice-filed in MD. IAPD ↗
$400.8M RAUM · 4 reps · (540)-878-5416
ComplianceMarketing & brand
45
DELAP WEALTH ADVISORY, LLC notice-filed in CA. IAPD ↗
$545.6M RAUM · 3 reps · (503) 697-4118 · delapwa.com
ComplianceMarketing & brand
45
LONGTAIL ALPHA, LLC notice-filed in TX. IAPD ↗
$721.9M RAUM · 5 reps · 949 706 8092 · longtailalpha.com
ComplianceMarketing & brand
45
KANEN WEALTH MANAGEMENT LLC notice-filed in CO. IAPD ↗
$292.5M RAUM · 2 reps · 631-863-3100 · kanenadvisory.com
ComplianceMarketing & brand
45
RUBEY & RUST CAPITAL MANAGEMENT, LLC notice-filed in WA. IAPD ↗
$323.6M RAUM · 1 reps · 925-997-0994 · rubeyrust.com
ComplianceMarketing & brand
45
EXECUTIVE WEALTH GROUP, LLC notice-filed in TX. IAPD ↗
$394.5M RAUM · 1 reps · 425-448-4988
ComplianceMarketing & brand
45
WOLFF FINANCIAL MANAGEMENT LLC notice-filed in FL. IAPD ↗
$465.5M RAUM · 3 reps · 269-372-3100
ComplianceMarketing & brand
45
ALPHA CAPITAL MANAGEMENT GROUP LLC notice-filed in CT. IAPD ↗
$421.9M RAUM · 4 reps · 303-900-1919 · alphacmg.com
ComplianceMarketing & brand
45
LEXAURUM ADVISORS notice-filed in DE. IAPD ↗
$784.2M RAUM · 31 reps · 913-261-9316 · tdcwealthmgmt.com
ComplianceMarketing & brand
45
TTP INVESTMENTS, INC. notice-filed in AZ. IAPD ↗
$405.5M RAUM · 2 reps · 408-879-0399 · ttp-investments.com
ComplianceMarketing & brand
45
SMART MONEY GROUP, LLC notice-filed in CO. IAPD ↗
$286.5M RAUM · 7 reps · 254-629-3866 · kennedy-financial.com
ComplianceMarketing & brand
45
AVORY & CO. notice-filed in TX. IAPD ↗
$333.0M RAUM · 1 reps · 305-306-9494 · avory.xyz
ComplianceMarketing & brand
45
MORSE ASSET MANAGEMENT, INC. notice-filed in NV. IAPD ↗
$408.7M RAUM · 4 reps · 646-568-4083 · morseasset.com
ComplianceMarketing & brand
45
ORIN GREEN FINANCIAL, LLC notice-filed in NC. IAPD ↗
$408.7M RAUM · 5 reps · (858) 634-3232 · oringreenfinancial.com
ComplianceMarketing & brand
45
SFG WEALTH MANAGEMENT notice-filed in SC. IAPD ↗
$556.3M RAUM · 15 reps · 410-825-3200
ComplianceMarketing & brand
45
STRATA WEALTH ADVISORS, LLC notice-filed in OK. IAPD ↗
$795.5M RAUM · 11 reps · (214) 420-7020 · stratawealth.com
ComplianceMarketing & brand
45
JACKSON HOLE CAPITAL PARTNERS, LLC notice-filed in AR. IAPD ↗
$862.1M RAUM · 4 reps · 918-879-4698 · jacksonholepartners.com
ComplianceMarketing & brand
45
AWM CAPITAL, LLC notice-filed in CO. IAPD ↗
$860.6M RAUM · 15 reps · (323) 940-1339
ComplianceMarketing & brand
45
FIRST OAK WEALTH MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$252.8M RAUM · 3 reps · 919-421-1555
ComplianceMarketing & brand
45
ALLIANCE WEALTH ADVISORS, LLC notice-filed in MA. IAPD ↗
$425.3M RAUM · 5 reps · 570-961-1516
ComplianceMarketing & brand
45
LIVELIFE CAPITAL PARTNERS LLC notice-filed in CT. IAPD ↗
$283.1M RAUM · 4 reps · (978) 315-0230 · livelifecapital.com
ComplianceMarketing & brand
45
SAGE RHINO CAPITAL LLC notice-filed in WA. IAPD ↗
$712.2M RAUM · 3 reps · (650) 352-5600 · sagerhino.com
ComplianceMarketing & brand
45
ROOT FINANCIAL PARTNERS notice-filed in CO. IAPD ↗
$399.2M RAUM · 9 reps · (760) 452-0720
ComplianceMarketing & brand
45
AFFINITY WEALTH MANAGEMENT LLC notice-filed in TN. IAPD ↗
$699.6M RAUM · 9 reps · (302) 652-6767
ComplianceMarketing & brand
45
LONGVIEW FINANCIAL ADVISORS, LLC notice-filed in NE. IAPD ↗
$318.9M RAUM · 2 reps · 415-256-7700 · longviewfin.com
ComplianceMarketing & brand
45
MASONRY CAPITAL MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$516.6M RAUM · 2 reps · 434-817-4237
ComplianceMarketing & brand
45
BAY HARBOR WEALTH MANAGEMENT, LLC notice-filed in DE. IAPD ↗
$291.6M RAUM · 3 reps · 410-403-2060
ComplianceMarketing & brand
45
SOUDERS FINANCIAL ADVISORS, LLC notice-filed in NC. IAPD ↗
$889.9M RAUM · 13 reps · 513-598-2400 · myscaretirement.com
ComplianceMarketing & brand
45
DECISIONPOINT FINANCIAL, LLC notice-filed in CA. IAPD ↗
$689.2M RAUM · 6 reps · 480-553-6249
ComplianceMarketing & brand
45
ELLSWORTH ADVISORS, LLC notice-filed in NY. IAPD ↗
$913.6M RAUM · 10 reps · (234) 200-0703 · login.orionadvisor.com
ComplianceMarketing & brand
45
BLUE INVESTMENT PARTNERS LLC notice-filed in GA. IAPD ↗
$259.7M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
ComplianceMarketing & brand
45
VERUM PARTNERS LLC notice-filed in CT. IAPD ↗
$740.4M RAUM · 11 reps · (980) 771-3999
ComplianceMarketing & brand
45
SIGNAL ADVISORS WEALTH, LLC notice-filed in MD. IAPD ↗
$465.3M RAUM · 5 reps · 1-866-774-4625
ComplianceMarketing & brand
45
OPTIVISE ADVISORY SERVICES LLC notice-filed in PA. IAPD ↗
$254.5M RAUM · 23 reps · 855-378-1806
ComplianceMarketing & brand
45
EMERALD ADVISORS, LLC notice-filed in DC. IAPD ↗
$678.9M RAUM · 3 reps · (425) 458-3853 · emeraldadv.com
ComplianceMarketing & brand
45
HERON BAY CAPITAL MANAGEMENT notice-filed in CA. IAPD ↗
$562.5M RAUM · 4 reps · 248-970-0900 · heronbaycap.com
ComplianceMarketing & brand
45
MADISON PARTNERS notice-filed in NY. IAPD ↗
$559.0M RAUM · 8 reps · 608-210-1021 · themadisonpartners.com
ComplianceMarketing & brand
45
CW INVESTMENT ADVISERS, LLC notice-filed in MA. IAPD ↗
$580.0M RAUM · 19 reps · 626-788-2305
ComplianceMarketing & brand
45
GIVERNY CAPITAL ASSET MANAGEMENT notice-filed in CA. IAPD ↗
$368.8M RAUM · 2 reps · 646-669-8950
ComplianceMarketing & brand
45
PALUMBO WEALTH MANAGEMENT LLC notice-filed in CA. IAPD ↗
$322.7M RAUM · 4 reps · (516) 629-7073 · palumbowm.com
ComplianceMarketing & brand
45
VELA INVESTMENT MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$397.9M RAUM · 14 reps · (614) 653-8352 · vela-im.com
ComplianceMarketing & brand
45
ASPECT PARTNERS, LLC notice-filed in CA. IAPD ↗
$301.7M RAUM · 6 reps · 703-916-8400 · aspect-partners.com
ComplianceMarketing & brand
45
ROWLING & ASSOCIATES LLC notice-filed in OR. IAPD ↗
$545.1M RAUM · 6 reps · 619 295 0200
ComplianceMarketing & brand
45
TRIAGEN WEALTH MANAGEMENT LLC notice-filed in FL. IAPD ↗
$375.0M RAUM · 2 reps · 818-732-8553
ComplianceMarketing & brand
45
TMD WEALTH MANAGEMENT notice-filed in IL. IAPD ↗
$986.4M RAUM · 8 reps · 602-279-2020
ComplianceMarketing & brand
45
VANCE WEALTH notice-filed in ID. IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
ComplianceMarketing & brand
45
THE CLARUS GROUP notice-filed in OK. IAPD ↗
$798.0M RAUM · 8 reps · 713-621-3500
ComplianceMarketing & brand
45
PATRON PARTNERS, LLC notice-filed in CO. IAPD ↗
$298.5M RAUM · 2 reps · 971-371-3450 · patronpartnersadvisors.com
ComplianceMarketing & brand
45
THE MILLSTONE EVANS GROUP, LLC notice-filed in DE. IAPD ↗
$700.3M RAUM · 4 reps · 720-728-2801 · millstoneevansgroup.com
ComplianceMarketing & brand
45
GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in SC. IAPD ↗
$510.8M RAUM · 14 reps · 734-656-8121
ComplianceMarketing & brand
45
HILL INVESTMENT GROUP notice-filed in NH. IAPD ↗
$971.1M RAUM · 12 reps · 314-448-4023 · ignorewallst.com
ComplianceMarketing & brand
45
ORG PARTNERS notice-filed in TN. IAPD ↗
$983.9M RAUM · 16 reps · 260-469-9173 · tinkercapital.com
ComplianceMarketing & brand
45
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. notice-filed in MO. IAPD ↗
$454.3M RAUM · 14 reps · 810-744-4450
ComplianceMarketing & brand
45
REFRAME WEALTH, LLC notice-filed in PA. IAPD ↗
$279.3M RAUM · 2 reps · (571) 354-8471 · reframewealth.com
ComplianceMarketing & brand
45
HILL ISLAND FINANCIAL LLC notice-filed in FL. IAPD ↗
$446.6M RAUM · 5 reps · (616) 977-2639 · hillislandfinancial.com
ComplianceMarketing & brand
45
FYRA CAPITAL MANAGEMENT notice-filed in WI. IAPD ↗
$393.5M RAUM · 6 reps · 636-573-1212 · heiseadvisorygroup.com
ComplianceMarketing & brand
45
TRG INVESTMENT ADVISORS, LLC notice-filed in TX. IAPD ↗
$913.0M RAUM · 6 reps · 800-222-6016
ComplianceMarketing & brand
45
THE LEWIS FINANCIAL GROUP notice-filed in AZ. IAPD ↗
$266.5M RAUM · 2 reps · 703-288-1272 · thelewisfinancialgroup.com
ComplianceMarketing & brand
45
HILLCREST FINANCIAL GROUP notice-filed in CO. IAPD ↗
$392.1M RAUM · 4 reps · (805) 373-8686 · hillcrestfinancialgroup.com
ComplianceMarketing & brand
45
25 FINANCIAL notice-filed in VA. IAPD ↗
$408.5M RAUM · 9 reps · 314-530-2858 · 25financial.com
ComplianceMarketing & brand
45
SAVVY notice-filed in NJ. IAPD ↗
$382.4M RAUM · 10 reps · 833-745-6789
ComplianceMarketing & brand
45
OAK HILL WEALTH ADVISORS, LLC notice-filed in MI. IAPD ↗
$542.3M RAUM · 5 reps · 703-673-7034 · oakhillwa.com
ComplianceMarketing & brand
45
ACCENT CAPITAL MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$272.0M RAUM · 3 reps · 937-231-0528 · accent-cm.com
ComplianceMarketing & brand
45
49 FINANCIAL notice-filed in MN. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
ComplianceMarketing & brand
45
WEALTH SCIENCE ADVISORS LLC notice-filed in TN. IAPD ↗
$368.9M RAUM · 7 reps · 678-837-5438 · wealthscienceadvisors.net
ComplianceMarketing & brand
45
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC notice-filed in AL. IAPD ↗
$264.0M RAUM · 3 reps · 770-992-4444 · odysseypfa.com
ComplianceMarketing & brand
45
MN WEALTH ADVISORS, LLC notice-filed in TN. IAPD ↗
$290.0M RAUM · 3 reps · 913-897-2074
ComplianceMarketing & brand
45
CHANNEL WEALTH, LLC notice-filed in WA. IAPD ↗
$530.5M RAUM · 8 reps · 805-898-0893 · channelwealth.com
ComplianceMarketing & brand
45
STENGER FAMILY OFFICE, LLC notice-filed in NC. IAPD ↗
$271.0M RAUM · 5 reps · 630-912-8295 · stengerfamilyoffice.com
ComplianceMarketing & brand
45
WAVELAND FAMILY OFFICE, LLC notice-filed in NH. IAPD ↗
$359.0M RAUM · 1 reps · (847) 874-8210
ComplianceMarketing & brand
45
EVERPAR ADVISORS LLC notice-filed in NM. IAPD ↗
$406.0M RAUM · 5 reps · 918-221-9290 · everpar.com
ComplianceMarketing & brand
45
LEGACY EDGE ADVISORS notice-filed in PA. IAPD ↗
$627.0M RAUM · 10 reps · 516-447-4200
ComplianceMarketing & brand
44
COMMONWEALTH FINANCIAL PLANNERS INC notice-filed in FL, NC. IAPD ↗
$180.3M RAUM · 2 reps · 770-399-6644 · commonwealthfp.com
ComplianceMarketing & brand
44
HANSEATIC MANAGEMENT SERVICES INC notice-filed in AZ, CA. IAPD ↗
$105.9M RAUM · 4 reps · 505-828-2824
ComplianceMarketing & brand
44
VICTORY WEALTH PARTNERS notice-filed in FL, TX. IAPD ↗
$119.4M RAUM · 2 reps · 856-464-3100
ComplianceMarketing & brand
44
THE KOCEN FINANCIAL GROUP, INC. notice-filed in IL, VA. IAPD ↗
$140.3M RAUM · 5 reps · 760-324-4015 · kfginc.com
ComplianceMarketing & brand
44
COVINGTON & ASSOCIATES, INC. notice-filed in CA, NY. IAPD ↗
$241.9M RAUM · 3 reps · 908-232-4717
ComplianceMarketing & brand
44
CAPITAL IDEAS notice-filed in CO, NY. IAPD ↗
$166.6M RAUM · 5 reps · 214-750-4400 · cap-ideas.com
ComplianceMarketing & brand
44
VEACH FAMILY FINANCIAL notice-filed in FL, LA. IAPD ↗
$112.4M RAUM · 2 reps · 501-753-0313 · veachfamilyfinancial.com
ComplianceMarketing & brand
44
LIVELSBERGER FINANCIAL ADVISORY notice-filed in GA, PA. IAPD ↗
$141.1M RAUM · 1 reps · 419-289-7165 · livelsbergerfinancial.com
ComplianceMarketing & brand
44
SHAKER FINANCIAL SERVICES notice-filed in AZ, WA. IAPD ↗
$228.4M RAUM · 2 reps · 410-224-0572 · shakerfinancial.com
ComplianceMarketing & brand
44
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC notice-filed in AL, TN. IAPD ↗
$122.2M RAUM · 3 reps · 601-898-8069 · davenportwattsdrake.com
ComplianceMarketing & brand
44
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC notice-filed in FL, TX. IAPD ↗
$119.7M RAUM · 1 reps · 516-249-0060 · myinvestmentinsight.com
ComplianceMarketing & brand
44
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC notice-filed in AZ, IL. IAPD ↗
$209.8M RAUM · 4 reps · (541) 248-2052 · sscapm.com
ComplianceMarketing & brand
44
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. notice-filed in FL, TX. IAPD ↗
$62.8M RAUM · 1 reps · 585-621-3300 · gregoryschaffer.com
ComplianceMarketing & brand
44
SECURE INVESTMENT MANAGEMENT, LLC notice-filed in MN, VA. IAPD ↗
$32.4M RAUM · 12 reps · 520-333-4719 · secureinvestmentmanagement.com
ComplianceMarketing & brand
44
GLOBAL VALUE INVESTMENT CORPORATION notice-filed in MT, NJ. IAPD ↗
$171.1M RAUM · 6 reps · 262-478-0640
ComplianceMarketing & brand
44
INFINIUM INVESTMENT ADVISORS, LLC notice-filed in MI, TX. IAPD ↗
$90.7M RAUM · 1 reps · 720- 253-1818 · infiniumadvisors.com
ComplianceMarketing & brand
44
KUBHERA ENTERPRISES LLC notice-filed in CA, VA. IAPD ↗
$239.0M RAUM · 3 reps · 609-799-5900 · kubhera.com
ComplianceMarketing & brand
44
FISCHER INVESTMENT STRATEGIES, LLC notice-filed in LA, MT. IAPD ↗
$170.8M RAUM · 5 reps · 805-418-7686 · fisfp.com
ComplianceMarketing & brand
44
NOVUS ADVISORS notice-filed in CT, TN. IAPD ↗
$211.8M RAUM · 5 reps · 864-272-3579 · novusadvisors.com
ComplianceMarketing & brand
44
DEL-SETTE CAPITAL MANAGEMENT, LLC notice-filed in CA, VA. IAPD ↗
$151.8M RAUM · 5 reps · 518-793-3851
ComplianceMarketing & brand
44
ROI FINANCIAL notice-filed in CA, TX. IAPD ↗
$161.6M RAUM · 3 reps · 503-941-5925
ComplianceMarketing & brand
44
THE CLARK GROUP ASSET MANAGEMENT notice-filed in IL, LA. IAPD ↗
$245.4M RAUM · 3 reps · 949-558-3898
ComplianceMarketing & brand
44
FELTL ADVISORS notice-filed in ID, OK. IAPD ↗
$120.6M RAUM · 14 reps · 612-492-8800 · feltladvisors.com
ComplianceMarketing & brand
44
TREASURE COAST FINANCIAL PLANNING, INC. notice-filed in NE, SC. IAPD ↗
$193.7M RAUM · 2 reps · 772-231-1422 · theplanningco.com
ComplianceMarketing & brand
44
STEADY RETURNS notice-filed in KS, VA. IAPD ↗
$127.6M RAUM · 2 reps · (561) 400-5970
ComplianceMarketing & brand
44
NOVA WEALTH MANAGEMENT, INC. notice-filed in TX, WI. IAPD ↗
$152.2M RAUM · 5 reps · 239-444-1794
ComplianceMarketing & brand
44
KILTERHOWLING LLC notice-filed in OR, WA. IAPD ↗
$218.5M RAUM · 4 reps · 720-443-2076 · kilterhowling.com
ComplianceMarketing & brand
44
SECTOR ANALYSTS LLC notice-filed in DE, NH. IAPD ↗
$178.1M RAUM · 2 reps · 610-945-8014 · sectoranalysts.com
ComplianceMarketing & brand
44
HOLDER WEALTH MANAGEMENT notice-filed in FL, TX. IAPD ↗
$220.8M RAUM · 3 reps · 217-398-4015 · holderwealthmgt.com
ComplianceMarketing & brand
44
SIMPLEX WEALTH MANAGEMENT notice-filed in NV, TX. IAPD ↗
$219.4M RAUM · 2 reps · 925-804-6468 · simplexwm.com
ComplianceMarketing & brand
44
PROSPERITY WEALTH MANAGEMENT, INC. notice-filed in AR, AZ. IAPD ↗
$243.4M RAUM · 48 reps · 925-791-4444 · thinkpwm.com
ComplianceMarketing & brand
44
ABBINGTON INVESTMENT GROUP, LLC notice-filed in FL, ME. IAPD ↗
$108.6M RAUM · 3 reps · 202-320-7242 · abbingtongroup.com
ComplianceMarketing & brand
44
ATLAS WEALTH PARTNERS LLC notice-filed in LA, NH. IAPD ↗
$191.2M RAUM · 2 reps · 610-268-6807 · atlaswealthpartners.com
ComplianceMarketing & brand
44
MARTIN WEALTH SOLUTIONS notice-filed in FL, TX. IAPD ↗
$184.1M RAUM · 2 reps · 540-639-4810 · planwellretirehappy.com
ComplianceMarketing & brand
44
LYNNLEIGH & COMPANY, LLC notice-filed in FL, NC. IAPD ↗
$112.3M RAUM · 3 reps · (585) 623-5970 · lynnleighco.com
ComplianceMarketing & brand
44
XYPN INVEST notice-filed in KY, MI. IAPD ↗
$133.3M RAUM · 10 reps · (360) 301-7579 · newleaffinancialguidance.com
ComplianceMarketing & brand
44
NRG WEALTH MANAGEMENT notice-filed in CO, NE. IAPD ↗
$171.4M RAUM · 4 reps · (520) 818-7822 · navigationretirement.com
ComplianceMarketing & brand
44
CAPITAL ADVISOR NETWORK notice-filed in CA, FL. IAPD ↗
$95.8M RAUM · 7 reps · 765-588-1647
ComplianceMarketing & brand
44
MALATAI CAPITAL LLC notice-filed in MA, TX. IAPD ↗
$30.0M RAUM · 3 reps · 917-624-5589 · malataicapital.com
ComplianceMarketing & brand
44
SMARTPATH ADVISORS notice-filed in NC, NH. IAPD ↗
$0 RAUM · 8 reps · (678) 538-9420
ComplianceMarketing & brand
44
SWAN CAPITAL notice-filed in CO, LA. IAPD ↗
$190.7M RAUM · 2 reps · (850) 380-9558
ComplianceMarketing & brand
44
ASPEN WEALTH STRATEGIES, LLC notice-filed in AZ, WY. IAPD ↗
$248.7M RAUM · 5 reps · (303) 421-1113
ComplianceMarketing & brand
44
PATH DIGITAL ADVISORS, LLC notice-filed in TX, VA. IAPD ↗
$155,766 RAUM · 2 reps · 872.272.0483 · pathcrypto.com
ComplianceMarketing & brand
44
EVERSTAR ASSET MANAGEMENT, LLC notice-filed in CA, IL. IAPD ↗
$131.4M RAUM · 6 reps · 440-376-1629 · everstarassetmanagement.com
ComplianceMarketing & brand
44
WAGNER PLANNING notice-filed in AZ, WA. IAPD ↗
$114.5M RAUM · 1 reps · 503-342-0038 · wagnerplanning.com
ComplianceMarketing & brand
44
BASE WEALTH MANAGEMENT notice-filed in MI, PA. IAPD ↗
$213.8M RAUM · 5 reps · 941-203-6040
ComplianceMarketing & brand
44
HERITAGE ASSET MANAGEMENT, LLC notice-filed in AR, MI. IAPD ↗
$105.8M RAUM · 2 reps · 816-348-2060 · heritage-kc.com
ComplianceMarketing & brand
44
FOUNTAINDALE, LLC notice-filed in AZ, MI. IAPD ↗
$15,576 RAUM · 1 reps · 646-580-1448 · fountaindale.co
ComplianceMarketing & brand
44
MINDORO CAPITAL PARTNERS LLC notice-filed in NY, TX. IAPD ↗
$0 RAUM · 3 reps · (617) 214-2313 · mindoro.com
ComplianceMarketing & brand
44
FIRST FINANCIAL SERVICES, LLC notice-filed in OK, TX. IAPD ↗
$103.9M RAUM · 4 reps · 501-666-0302 · firstfinservices.com
ComplianceMarketing & brand
43
MTC WEALTH MANAGEMENT notice-filed in AK, AL, AR, AZ, CA, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗institutional
$313.6M RAUM · 3 reps · 888-727-9191 · mtcwealthmanagement.com
ComplianceMarketing & brand
42
IBN FINANCIAL SERVICES, INC notice-filed in TN. IAPD ↗
$163.1M RAUM · 16 reps · 315-652-4426 · ibrokernet.com
ComplianceMarketing & brand
42
BARRY M. CORKERN & CO., INC. notice-filed in WY. IAPD ↗
$138.0M RAUM · 1 reps · [501] 664-7866 · bcorkern.com
ComplianceMarketing & brand
42
PERKINS CAPITAL MANAGEMENT INC notice-filed in WA. IAPD ↗
$130.5M RAUM · 3 reps · 952-473-8367 · perkinscapital.com
ComplianceMarketing & brand
42
WAYCROSS INVESTMENT MANAGEMENT CO notice-filed in LA. IAPD ↗
$194.5M RAUM · 2 reps · 360-671-0148 · waycross.com
ComplianceMarketing & brand
42
BOYAR ASSET MANAGEMENT, INC. notice-filed in CA. IAPD ↗
$217.1M RAUM · 6 reps · 212-995-8300 · boyarassetmanagement.com
ComplianceMarketing & brand
42
THE SCOTT S. JAMES COMPANY notice-filed in TX. IAPD ↗
$91.6M RAUM · 2 reps · 703-533-2500 · scottjamesgroup.com
ComplianceMarketing & brand
42
WALSKY INVESTMENT MANAGEMENT INC notice-filed in TX. IAPD ↗
$117.0M RAUM · 2 reps · 610-670-6918 · walsky.com
ComplianceMarketing & brand
42
OTTO & ASSOCIATES, INC. notice-filed in MA. IAPD ↗
$223.5M RAUM · 3 reps · 802-649-1946 · ottoandassociates.com
ComplianceMarketing & brand
42
FORTRESS WEALTH MANAGEMENT, INC. notice-filed in LA. IAPD ↗
$243.4M RAUM · 4 reps · 310-899-0606 · fortress-wealth.com
ComplianceMarketing & brand
42
MILLER VALUE PARTNERS, LLC notice-filed in CT. IAPD ↗
$237.7M RAUM · 3 reps · 410-454-3130
ComplianceMarketing & brand
42
FINANCIAL SOLUTIONS ASSOCIATES notice-filed in ME. IAPD ↗
$126.2M RAUM · 1 reps · 781-251-0505 · sustainableinvestmentsolutions.net
ComplianceMarketing & brand
42
THE PUTNEY FINANCIAL GROUP LLC notice-filed in NM. IAPD ↗
$177.1M RAUM · 4 reps · 415-460-1990 · putneyfinancial.com
ComplianceMarketing & brand
42
GEORGE M. HILLER COMPANIES, LLC notice-filed in CO. IAPD ↗
$153.6M RAUM · 5 reps · 404-365-0222 · georgehiller.com
ComplianceMarketing & brand
42
FUND ADVISORS OF AMERICA INC notice-filed in MO. IAPD ↗
$106.1M RAUM · 3 reps · 407-667-4729 · fundadvisorsofamerica.com
ComplianceMarketing & brand
42
MWA FINANCIAL SERVICES, INC. notice-filed in KY. IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
ComplianceMarketing & brand
42
TRIBECA FINANCIAL, LLC notice-filed in WA. IAPD ↗
$188.0M RAUM · 4 reps · 480-553-6247 · tribecafinancial.co
ComplianceMarketing & brand
42
GILBERT CAPITAL GROUP notice-filed in CO. IAPD ↗
$132.4M RAUM · 1 reps · 207-657-6900
ComplianceMarketing & brand
42
INVESTORS PORTFOLIO SERVICES LLC notice-filed in TX. IAPD ↗
$185.9M RAUM · 3 reps · 253-770-8118
ComplianceMarketing & brand
42
KACHKOVSKY & FISHER, INC. notice-filed in MA. IAPD ↗
$211.5M RAUM · 3 reps · 858.450.9711
ComplianceMarketing & brand
42
ALPHA ADVISORS, LLC notice-filed in TX. IAPD ↗
$185.5M RAUM · 3 reps · 804-754-8532 · alpha-advisors.com
ComplianceMarketing & brand
42
PILLAR WEALTH MANAGEMENT CO. notice-filed in FL. IAPD ↗
$153.3M RAUM · 4 reps · 608-833-9100 · pillarwealth.com
ComplianceMarketing & brand
42
SHAKER INVESTMENTS notice-filed in TX. IAPD ↗
$227.9M RAUM · 6 reps · 216-292-2950 · shakerinvest.com
ComplianceMarketing & brand
42
SHAPIRO FINANCIAL SECURITY GROUP, INC. notice-filed in FL. IAPD ↗
$122.2M RAUM · 1 reps · 732-739-8991 · shapirofsg.com
ComplianceMarketing & brand
42
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC notice-filed in NY. IAPD ↗
$137.0M RAUM · 4 reps · 719-477-9883
ComplianceMarketing & brand
42
SAXONY CAPITAL MANAGEMENT, LLC notice-filed in AR. IAPD ↗
$239.3M RAUM · 0 reps · 314-963-9336 · saxonycapitalmanagement.com
ComplianceMarketing & brand
42
D C VOSS & COMPANY, LLC notice-filed in SC. IAPD ↗
$188.2M RAUM · 1 reps · 513-604-2659
ComplianceMarketing & brand
42
GIBRALTAR WEALTH MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$150.3M RAUM · 5 reps · 215-956-5154 · gibraltarwealth.com
ComplianceMarketing & brand
42
OMNI 360 WEALTH, INC. notice-filed in TX. IAPD ↗
$248.6M RAUM · 4 reps · 609-452-0889 · pfg-planning.com
ComplianceMarketing & brand
42
CAPITAL GROWTH & SHELTER, INC. notice-filed in FL. IAPD ↗
$33.3M RAUM · 1 reps · 518-399-3372 · capitalgrowthonline.com
ComplianceMarketing & brand
42
COLCHESTER INVESTMENT COUNSEL LLC notice-filed in FL. IAPD ↗
$107.6M RAUM · 2 reps · 203.438.0046
ComplianceMarketing & brand
42
THREE PEAKS CAPITAL MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$229.6M RAUM · 4 reps · 303-221-9480 · threepeaks.com
ComplianceMarketing & brand
42
SPECTRUM FINANCIAL RESOURCES notice-filed in TX. IAPD ↗
$197.4M RAUM · 6 reps · 248-643-0033
ComplianceMarketing & brand
42
WEALTH MANAGEMENT SOLUTIONS notice-filed in FL. IAPD ↗
$154.7M RAUM · 3 reps · 480-609-4334 · smartadvisormatch.com
ComplianceMarketing & brand
42
CAMELOTTA ADVISORS notice-filed in LA. IAPD ↗
$181.2M RAUM · 2 reps · 415-806-3641 · divorceanalysis.com
ComplianceMarketing & brand
42
MEZZASALMA ADVISORS notice-filed in PA. IAPD ↗
$231.0M RAUM · 1 reps · 732-842-1120 · mezzadvisors.com
ComplianceMarketing & brand
42
OAKBOURNE ADVISORS notice-filed in MD. IAPD ↗
$195.7M RAUM · 7 reps · 908-850-9991 · nstarinvest.com
ComplianceMarketing & brand
42
SFC FINANCIAL LLC notice-filed in TX. IAPD ↗
$162.2M RAUM · 1 reps · 314-842-2001 · sfcfin.com
ComplianceMarketing & brand
42
MAD RIVER INVESTORS notice-filed in IL. IAPD ↗
$213.5M RAUM · 2 reps · 617-728-0333 · mriver.com
ComplianceMarketing & brand
42
S&S WEALTH MANAGEMENT notice-filed in OK. IAPD ↗
$126.9M RAUM · 3 reps · 817-276-8090
ComplianceMarketing & brand
42
SIERRA FINANCIAL ADVISORY notice-filed in OR. IAPD ↗
$106.0M RAUM · 2 reps · 530-470-8939 · sierrafinancialadvisory.com
ComplianceMarketing & brand
42
NORTHSTAR FINANCIAL PLANNERS, INC. notice-filed in TN. IAPD ↗
$249.9M RAUM · 5 reps · 954-693-0030
ComplianceMarketing & brand
42
DWR WEALTH MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$165.7M RAUM · 4 reps · (408) 260-9600 · dunhamcpas.com
ComplianceMarketing & brand
42
GLAXIS CAPITAL MANAGEMENT, LLC notice-filed in KS. IAPD ↗
$159.5M RAUM · 4 reps · (941) 556 5333 · glaxisllc.com
ComplianceMarketing & brand
42
ASPETUCK FINANCIAL MANAGEMENT LLC notice-filed in VA. IAPD ↗
$126.5M RAUM · 1 reps · 203-226-5733
ComplianceMarketing & brand
42
KAHN FINANCIAL GROUP notice-filed in TX. IAPD ↗
$92.8M RAUM · 2 reps · 727-797-5551
ComplianceMarketing & brand
42
COMPASS INVESTMENTS LLC notice-filed in ID. IAPD ↗
$76.4M RAUM · 4 reps · 570-916-2208 · compassinvestmentsllc.com
ComplianceMarketing & brand
42
BECKERMAN WEALTH notice-filed in TX. IAPD ↗
$219.9M RAUM · 4 reps · 877-892-7738 · beckermaninstitutional.com
ComplianceMarketing & brand
42
LUTHER FOREST WEALTH ADVISORS, L.L.C. notice-filed in CT. IAPD ↗
$72.2M RAUM · 2 reps · 518-899-5904 · lutherforestwealthadvisors.com
ComplianceMarketing & brand
42
FINANCIAL ABUNDANCE, INC. notice-filed in NV. IAPD ↗
$204.8M RAUM · 3 reps · 814-867-5745 · faicoach.com
ComplianceMarketing & brand
42
LOTUSGROUP ADVISORS notice-filed in NE. IAPD ↗
$226.6M RAUM · 5 reps · 720.593.9861 · lgadvisors.com
ComplianceMarketing & brand
42
MCDONOUGH CAPITAL MANAGEMENT, INC. notice-filed in GA. IAPD ↗
$147.8M RAUM · 4 reps · 407-248-9647
ComplianceMarketing & brand
42
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC notice-filed in OH. IAPD ↗
$0 RAUM · 3 reps · 866-785-5350 · retirewithlonestar.com
ComplianceMarketing & brand
42
ADVANTAGE INVESTMENT MANAGEMENT notice-filed in FL. IAPD ↗
$159.8M RAUM · 4 reps · 502-212-3000 · aim-rps.com
ComplianceMarketing & brand
42
TAYLOR CAPITAL MANAGEMENT notice-filed in TX. IAPD ↗
$119.5M RAUM · 1 reps · 304-260-0078
ComplianceMarketing & brand
42
AVERY WEALTH, INC. notice-filed in FL. IAPD ↗
$201.7M RAUM · 3 reps · 517-783-1695 · averywealth.com
ComplianceMarketing & brand
42
CONVERGENCE INVESTMENT PARTNERS, LLC notice-filed in NE. IAPD ↗
$233.5M RAUM · 4 reps · 561-494-8001
ComplianceMarketing & brand
42
ARBUS CAPITAL MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$111.5M RAUM · 1 reps · (646) 852-6134 · arbuscm.com
ComplianceMarketing & brand
42
SANCTUARY WEALTH MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$229.0M RAUM · 8 reps · 208-233-0080 · sanctuarywealth.net
ComplianceMarketing & brand
42
KRUSEN CAPITAL MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$213.6M RAUM · 2 reps · 561-370-7439 · krusencapital.com
ComplianceMarketing & brand
42
UP NORTH FINANCIAL, LLC notice-filed in FL. IAPD ↗
$165.2M RAUM · 2 reps · (231) 929-9300 · upnorthfinancial.com
ComplianceMarketing & brand
42
MCBROOM & ASSOCIATES, LLC notice-filed in ID. IAPD ↗
$173.1M RAUM · 2 reps · 702-267-6649
ComplianceMarketing & brand
42
MORI HUSTON PARTNERS notice-filed in TX. IAPD ↗
$212.8M RAUM · 3 reps · 305-856-9303 · morihuston.com
ComplianceMarketing & brand
42
ADASINA SOCIAL CAPITAL notice-filed in MA. IAPD ↗
$232.9M RAUM · 9 reps · 415-986-5500
ComplianceMarketing & brand
42
SAFRAN WEALTH ADVISORS, LLC notice-filed in LA. IAPD ↗
$118.7M RAUM · 1 reps · 212-328-9530 · safranwealthadvisors.com
ComplianceMarketing & brand
42
IFS ADVISORS, INC notice-filed in AZ. IAPD ↗
$214.5M RAUM · 1 reps · 941-907-8888 · investmentfinancial.net
ComplianceMarketing & brand
42
KIKER WEALTH MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$161.5M RAUM · 3 reps · 706-253-7285 · kikerwealth.com
ComplianceMarketing & brand
42
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC notice-filed in IL. IAPD ↗
$219.8M RAUM · 8 reps · 407-695-7100 · stonebridgefpgroup.com
ComplianceMarketing & brand
42
INTERWEALTH MANAGEMENT, LLC notice-filed in WA. IAPD ↗
$209.8M RAUM · 4 reps · 480-397-2691 · interwealthmgt.com
ComplianceMarketing & brand
42
RIVERCHASE WEALTH MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$117.0M RAUM · 2 reps · (972) 471-9013 · riverchasewealth.com
ComplianceMarketing & brand
42
FORTRESS PLANNING GROUP notice-filed in KY. IAPD ↗
$226.3M RAUM · 3 reps · 262-264-5838 · bestinwealth.com
ComplianceMarketing & brand
42
SEASON INVESTMENTS, LLC notice-filed in NE. IAPD ↗
$139.0M RAUM · 3 reps · 719-528-8400 · seasoninvestments.com
ComplianceMarketing & brand
42
BRS FINANCIAL LLC notice-filed in TN. IAPD ↗
$200.3M RAUM · 7 reps · 877-588-3217 · brs-consulting.com
ComplianceMarketing & brand
42
FIFTH SET PRIVATE WEALTH MANAGEMENT LLC notice-filed in TX. IAPD ↗
$141.3M RAUM · 2 reps · 646-783-9717 · fifthsetwealth.com
ComplianceMarketing & brand
42
FINANCIAL PLANNING ASSOCIATES, LLC notice-filed in FL. IAPD ↗
$60.4M RAUM · 1 reps · (914) 997-9229 X13 · fpassociatesllc.com
ComplianceMarketing & brand
42
SENTARA CAPITAL notice-filed in NC. IAPD ↗
$131.7M RAUM · 2 reps · (770) 509-5305 · sentarafinancial.com
ComplianceMarketing & brand
42
RPM CAPITAL MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$85.9M RAUM · 1 reps · 203-992-1100 · rpmcapitalmgt.com
ComplianceMarketing & brand
42
STRATEGY FINANCIAL GROUP notice-filed in WA. IAPD ↗
$181.5M RAUM · 6 reps · 602-343-9301 · calvingoetz.com
ComplianceMarketing & brand
42
TOTAL WEALTH ADVISORS, LLC notice-filed in NY. IAPD ↗
$90.7M RAUM · 2 reps · 612-294-9208 · totalwealthadvisors.com
ComplianceMarketing & brand
42
MARSTONE LLC notice-filed in NJ. IAPD ↗
$2.5M RAUM · 2 reps · 212.203.7790
ComplianceMarketing & brand
42
FOUNDATION WEALTH MANAGEMENT, LLC notice-filed in DE. IAPD ↗
$167.3M RAUM · 3 reps · 610-548-7170
ComplianceMarketing & brand
42
SHIRAISHI FINANCIAL GROUP ADVISORS notice-filed in OR. IAPD ↗
$125.0M RAUM · 6 reps · 808 951-7185 · shiraishifinancialgroup.com
ComplianceMarketing & brand
42
SCOTTSDALE WEALTH PLANNING, INC. notice-filed in FL. IAPD ↗
$138.4M RAUM · 1 reps · (480) 550-8555
ComplianceMarketing & brand
42
SIMS INVESTMENT MANAGEMENT LLC notice-filed in NC. IAPD ↗
$193.7M RAUM · 4 reps · 513-278-7467 · simsinvestment.com
ComplianceMarketing & brand
42
HAHN FINANCIAL GROUP notice-filed in MA. IAPD ↗
$108.9M RAUM · 7 reps · 605-275-3600 · hahnfinancialgroup.com
ComplianceMarketing & brand
42
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC notice-filed in TX. IAPD ↗
$81.0M RAUM · 2 reps · 212-319-8903 · llfadvisors.com
ComplianceMarketing & brand
42
STAR CAPITAL INC. notice-filed in AZ. IAPD ↗
$136.2M RAUM · 7 reps · 651-444-1116
ComplianceMarketing & brand
42
CENTER FOR WEALTH MANAGEMENT ADVISORY notice-filed in GA. IAPD ↗
$166.7M RAUM · 6 reps · (513) 407-5430 · centerforwealthmanagement.com
ComplianceMarketing & brand
42
H&H RETIREMENT DESIGN AND MANAGEMENT INC notice-filed in AL. IAPD ↗
$230.0M RAUM · 5 reps · 702-470-2660
ComplianceMarketing & brand
42
MELIORA CAPITAL notice-filed in TX. IAPD ↗
$127.9M RAUM · 1 reps · 918-619-6710
ComplianceMarketing & brand
42
BENTLEY FINANCIAL GROUP notice-filed in VA. IAPD ↗
$240.0M RAUM · 4 reps · 630-541-6363 · bentleyfinancialgroup.com
ComplianceMarketing & brand
42
MODERN CAPITAL GROUP LLC notice-filed in CA. IAPD ↗
$30.1M RAUM · 1 reps · 212-531-5600
ComplianceMarketing & brand
42
TACTIVEST, LLC notice-filed in OR. IAPD ↗
$122.3M RAUM · 2 reps · 415-752-7311
ComplianceMarketing & brand
42
EVERGREEN WEALTH MANAGEMENT, LLC notice-filed in IN. IAPD ↗
$174.5M RAUM · 4 reps · (517) 655-2118
ComplianceMarketing & brand
42
MARSHALL INVESTMENT MANAGEMENT, LLC notice-filed in SD. IAPD ↗
$221.6M RAUM · 7 reps · 303-991-6415 · investwithmarshall.com
ComplianceMarketing & brand
42
WEATHERHELM CAPITAL MANAGEMENT LLC notice-filed in RI. IAPD ↗
$68.0M RAUM · 2 reps · 518-407-3886
ComplianceMarketing & brand
42
WP ASSET MANAGEMENT notice-filed in CA. IAPD ↗
$143.3M RAUM · 1 reps · 908-719-8800
ComplianceMarketing & brand
42
APTUS FINANCIAL, LLC notice-filed in AL. IAPD ↗
$0 RAUM · 8 reps · 501-907-1993
ComplianceMarketing & brand
42
WHARTON WEALTH MANAGEMENT, LLC notice-filed in VA. IAPD ↗
$148.2M RAUM · 2 reps · 484-328-3590 · whartonwealth.com
ComplianceMarketing & brand
42
TRADEWAY notice-filed in KY. IAPD ↗
$77.7M RAUM · 17 reps · 877-777-0703 · tradeway.com
ComplianceMarketing & brand
42
CROSS STATE FINANCIAL GROUP LLC notice-filed in AL. IAPD ↗
$145.5M RAUM · 9 reps · 800-621-6974
ComplianceMarketing & brand
42
DUNHAM LANE CAPITAL PARTNERS LLC notice-filed in NH. IAPD ↗
$98.4M RAUM · 2 reps · 914-607-6950
ComplianceMarketing & brand
42
MERCURIO WEALTH ADVISORS notice-filed in NE. IAPD ↗
$105.0M RAUM · 2 reps · (502) 253-9366
ComplianceMarketing & brand
42
WELLINGTON INVESTMENT ADVISORS notice-filed in AZ. IAPD ↗
$187.0M RAUM · 5 reps · 812-333-0874 · wellingtoninvestmentadvisors.com
ComplianceMarketing & brand
42
FOUR FINANCIAL MANAGEMENT notice-filed in TX. IAPD ↗
$119.8M RAUM · 6 reps · 734-272-4322
ComplianceMarketing & brand
42
ADVANCED PORTFOLIO STRATEGIES notice-filed in LA. IAPD ↗
$127.7M RAUM · 5 reps · (310) 776-5948
ComplianceMarketing & brand
42
SMITH & WYATT notice-filed in CA. IAPD ↗
$119.8M RAUM · 6 reps · 979-431-5440
ComplianceMarketing & brand
42
APPLIED RESEARCH INVESTMENTS, LLC notice-filed in DE. IAPD ↗
$102.1M RAUM · 5 reps · (212) 419-0400 · arinvgroup.com
ComplianceMarketing & brand
42
SOUND FINANCIAL STRATEGIES GROUP, LLC notice-filed in AZ. IAPD ↗
$184.5M RAUM · 5 reps · 601-856-3825 · soundfsg.com
ComplianceMarketing & brand
42
ALPHA BETA GAMMA WEALTH MANAGEMENT notice-filed in AR. IAPD ↗
$228.1M RAUM · 4 reps · (561) 207-6399
ComplianceMarketing & brand
42
T.M. WEALTH MANAGEMENT notice-filed in TX. IAPD ↗
$127.0M RAUM · 1 reps · (703) 537-8351
ComplianceMarketing & brand
42
KANANI ADVISORY GROUP INC. notice-filed in CO. IAPD ↗
$160.2M RAUM · 3 reps · (949) 502-7001 · kananiadvisorygroup.com
ComplianceMarketing & brand
42
CROSS BORDER WEALTH, LLC notice-filed in VA. IAPD ↗
$100.0M RAUM · 6 reps · 646-688-5333 · crossborder-wealth.com
ComplianceMarketing & brand
42
KNOX WEALTH PARTNERS ADVISORY notice-filed in CA. IAPD ↗
$176.9M RAUM · 7 reps · (865) 291-2422
ComplianceMarketing & brand
42
HERITAGE WEALTH PARTNERS, LLC notice-filed in FL. IAPD ↗
$142.5M RAUM · 5 reps · 614-389-2488 · hwp-oh.com
ComplianceMarketing & brand
42
FORTRESS PRIVATE LEDGER, LLC notice-filed in FL. IAPD ↗
$200.7M RAUM · 15 reps · 919-322-2761
ComplianceMarketing & brand
42
KINWELL LLC notice-filed in FL. IAPD ↗
$148.7M RAUM · 2 reps · (843) 308-1639 · kinwell.financial
ComplianceMarketing & brand
42
PANORAMIC INVESTMENT ADVISORS notice-filed in WY. IAPD ↗
$242.0M RAUM · 8 reps · 303-691-1808 · panoramicia.com
ComplianceMarketing & brand
42
BRUCKE FINANCIAL, INC. notice-filed in NY. IAPD ↗
$157.6M RAUM · 3 reps · (317) 658-4548 · bruckefinancial.us
ComplianceMarketing & brand
42
FBL WEALTH MANAGEMENT, LLC notice-filed in MA. IAPD ↗
$8.6M RAUM · 129 reps · 515-225-5400
ComplianceMarketing & brand
42
LUMINA WEALTH MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$176.5M RAUM · 3 reps · 910-599-9409
ComplianceMarketing & brand
42
SAPPHIRE BLUE INVESTMENT PARTNERS notice-filed in WV. IAPD ↗
$200.7M RAUM · 3 reps · 810-714-9456
ComplianceMarketing & brand
42
BROOKLYN FI, LLC notice-filed in FL. IAPD ↗
$227.5M RAUM · 9 reps · 718-690-3600
ComplianceMarketing & brand
42
FIDELIS WEALTH ADVISORS notice-filed in NE. IAPD ↗
$192.9M RAUM · 4 reps · 303-800-4683
ComplianceMarketing & brand
42
ROCK HOUSE FINANCIAL notice-filed in AZ. IAPD ↗
$214.9M RAUM · 5 reps · (801) 447-4200
ComplianceMarketing & brand
42
LONE PEAK ADVISERS notice-filed in CO. IAPD ↗
$104.3M RAUM · 7 reps · 801-855-8886 · lonepeakadvisers.com
ComplianceMarketing & brand
42
NORTHAVENUE LLC notice-filed in VA. IAPD ↗
$140.6M RAUM · 3 reps · 614-210-3948
ComplianceMarketing & brand
42
PGI WEALTH MANAGEMENT notice-filed in NY. IAPD ↗
$211.1M RAUM · 7 reps · (888) 493-9022 · cyntax-hsv.com
ComplianceMarketing & brand
42
CARTER FINANCIAL, LLC notice-filed in CO. IAPD ↗
$223.2M RAUM · 3 reps · 858-678-0579 · carterfinancialllc.com
ComplianceMarketing & brand
42
CLEAR SKY FINANCIAL, LP notice-filed in LA. IAPD ↗
$106.9M RAUM · 3 reps · 214-440-3615 · csfplan.com
ComplianceMarketing & brand
42
MODEL WEALTH notice-filed in CO. IAPD ↗
$200.3M RAUM · 4 reps · (630) 381-1170 · modelwealth.com
ComplianceMarketing & brand
42
OPPORTUNUS WEALTH MANAGEMENT, LLC notice-filed in WY. IAPD ↗
$68.4M RAUM · 3 reps · 253-254-5078 · opportunuswealth.com
ComplianceMarketing & brand
42
RIGHTWEALTH ADVISORS, LLC notice-filed in NC. IAPD ↗
$166.4M RAUM · 3 reps · 937-859-9800
ComplianceMarketing & brand
42
GREEN RIDGE WEALTH PLANNING LLC notice-filed in NH. IAPD ↗
$240.9M RAUM · 4 reps · 973-554-1770
ComplianceMarketing & brand
42
LION CAPITAL ADVISORS LLC notice-filed in CA. IAPD ↗
$222.1M RAUM · 1 reps · 305-849-5222
ComplianceMarketing & brand
42
KUHN & COMPANY INVESTMENT COUNSEL, LLC notice-filed in FL. IAPD ↗
$131.2M RAUM · 3 reps · 630-416-7700
ComplianceMarketing & brand
42
SECFI ADVISORY LIMITED notice-filed in FL. IAPD ↗
$156.3M RAUM · 9 reps · (707) 652-9961
ComplianceMarketing & brand
42
ONEGROUP WEALTH PARTNERS, INC. notice-filed in NH. IAPD ↗
$92.9M RAUM · 4 reps · 561-472-2312 · onegroupwealthpartners.com
ComplianceMarketing & brand
42
FBD ASSET MGMT notice-filed in SD. IAPD ↗
$41.2M RAUM · 1 reps · 866-404-0089 · fbdasset.com
ComplianceMarketing & brand
42
GREAT POINT ADVISORS, LLC notice-filed in AZ. IAPD ↗
$14.6M RAUM · 20 reps · 312-356-4475
ComplianceMarketing & brand
42
THREE CORD TRUE WEALTH MANAGEMENT, LLC notice-filed in OH. IAPD ↗
$191.2M RAUM · 7 reps · 724-683-3456
ComplianceMarketing & brand
42
KEYSTONE FINANCIAL SERVICES, LLC notice-filed in KS. IAPD ↗
$164.9M RAUM · 6 reps · (402) 392-1212 · keystonefinancialservice.com
ComplianceMarketing & brand
42
EPIQWEST CULVER WEALTH ADVISORS LLC notice-filed in WY. IAPD ↗
$217.0M RAUM · 8 reps · 303-442-3670 · epiqwest.com
ComplianceMarketing & brand
42
VIAWEALTH, LLC notice-filed in FL. IAPD ↗
$211.9M RAUM · 3 reps · 844-484-7849
ComplianceMarketing & brand
42
HF ADVISORY GROUP, LLC notice-filed in CO. IAPD ↗
$189.1M RAUM · 3 reps · (410)-571-1415
ComplianceMarketing & brand
42
WINTER & ASSOCIATES, INC. notice-filed in FL. IAPD ↗
$116.2M RAUM · 3 reps · (651) 414-5000
ComplianceMarketing & brand
42
NORTHBRIDGE FINANCIAL GROUP, LLC notice-filed in GA. IAPD ↗
$209.3M RAUM · 7 reps · (813) 877-8000
ComplianceMarketing & brand
42
RWM CAPITAL, LLC notice-filed in IN. IAPD ↗
$107.9M RAUM · 12 reps · 832-981-7000
ComplianceMarketing & brand
42
REDMONT WEALTH notice-filed in OH. IAPD ↗
$187.1M RAUM · 2 reps · 312-848-1136 · redmontwealth.com
ComplianceMarketing & brand
42
TETON WEALTH GROUP LLC notice-filed in LA. IAPD ↗
$128.4M RAUM · 8 reps · 844-838-6600 · retireteton.com
ComplianceMarketing & brand
42
ELPHINSTONE notice-filed in TX. IAPD ↗
$364,784 RAUM · 2 reps · +1 ?(415) 787-3525?? · smartrupee.pk
ComplianceMarketing & brand
42
NEXWEALTH LLC notice-filed in PA. IAPD ↗
$129.4M RAUM · 4 reps · 561-971-3939 · nexwealthllc.com
ComplianceMarketing & brand
42
WHALEN FINANCIAL notice-filed in WA. IAPD ↗
$157.9M RAUM · 1 reps · 702-878-3900
ComplianceMarketing & brand
42
MARIPAU WEALTH MANAGEMENT LLC notice-filed in AR. IAPD ↗
$235.0M RAUM · 17 reps · 260-493-3930
ComplianceMarketing & brand
42
EKO notice-filed in MI. IAPD ↗
$1.3M RAUM · 1 reps · (917)7449432
ComplianceMarketing & brand
42
BLACK DIAMOND FINANCIAL, LLC notice-filed in NV. IAPD ↗
$199.6M RAUM · 2 reps · 201-214-2104 · bdfria.com
ComplianceMarketing & brand
42
BLUEPRINT FINANCIAL ADVISORS notice-filed in CT. IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
ComplianceMarketing & brand
42
PINNACLE WEALTH MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$159.1M RAUM · 2 reps · 916-772-0807 · pinnacle-mgmt.com
ComplianceMarketing & brand
42
ENZA FINANCIAL, LLC notice-filed in NE. IAPD ↗
$130.0M RAUM · 5 reps · 216-236-0700
ComplianceMarketing & brand
42
OPTIMIZE FINANCIAL INC. notice-filed in CO. IAPD ↗
$152.5M RAUM · 5 reps · 949-471-0000 · optimizefinancial.com
ComplianceMarketing & brand
42
WPM WEALTH ADVISORS LLC notice-filed in TX. IAPD ↗
$54.3M RAUM · 3 reps · 518-369-5232 · wpmwealthadvisors.com
ComplianceMarketing & brand
42
SCHERER FINANCIAL ADVISORY SERVICES, LLC notice-filed in OK. IAPD ↗
$127.3M RAUM · 2 reps · 972-267-9655 · schererfinancial.net
ComplianceMarketing & brand
42
SAYBROOK WEALTH GROUP, INC. notice-filed in AL. IAPD ↗
$196.7M RAUM · 1 reps · (860) 388-2200 · saybrookwealth.com
ComplianceMarketing & brand
42
FILIGREE WEALTH ADVISORS, LLC notice-filed in AZ. IAPD ↗
$178.6M RAUM · 3 reps · 949-989-2527 · filigreeadvisors.com
ComplianceMarketing & brand
42
SELECT INVESTMENT SOLUTIONS, LLC notice-filed in TX. IAPD ↗
$25.0M RAUM · 3 reps · 202-833-3700
ComplianceMarketing & brand
42
ALPHA ZERO LLC notice-filed in LA. IAPD ↗
$172.0M RAUM · 6 reps · (561) 576-2599 · alphazerowealth.com
ComplianceMarketing & brand
42
IA NETWORK, LLC notice-filed in NY. IAPD ↗
$161.3M RAUM · 4 reps · 704-272-1211
ComplianceMarketing & brand
42
DABA ADVISORS LLC notice-filed in VA. IAPD ↗
$0 RAUM · 1 reps · (855) 400-3222 · dabafinance.com
ComplianceMarketing & brand
42
CAPITAL AND PLANNING, LLC notice-filed in LA. IAPD ↗
$135.2M RAUM · 2 reps · 678-519-5733 · capitalandplanning.com
ComplianceMarketing & brand
42
STEWARD ADVISORS GROUP, LLC notice-filed in NH. IAPD ↗
$35.5M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
ComplianceMarketing & brand
42
RM INVESTMENT STRATEGIES, LLC notice-filed in TX. IAPD ↗
$22.9M RAUM · 2 reps · (877) 803-6087 · riskmis.com
ComplianceMarketing & brand
42
AURORA WEALTH ADVISORS notice-filed in NC. IAPD ↗
$184.4M RAUM · 4 reps · 858-326-0046 · aurorawealth.com
ComplianceMarketing & brand
42
TRADEWINDS WEALTH MANAGEMENT notice-filed in MA. IAPD ↗
$131.6M RAUM · 4 reps · 503-673-2828 · tradewindswm.com
ComplianceMarketing & brand
42
PETROS FAMILY WEALTH, LLC notice-filed in NM. IAPD ↗
$231.4M RAUM · 6 reps · (612) 643-9995 · petrosfw.com
ComplianceMarketing & brand
42
LIGHTSQUARE WEALTH MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$112.7M RAUM · 1 reps · 248-641-3540 · lightsquarewealth.com
ComplianceMarketing & brand
42
THREE SEASONS WEALTH notice-filed in CO. IAPD ↗
$250.0M RAUM · 4 reps · 801-662-0585 · threeseasonswealth.com
ComplianceMarketing & brand
42
COVINGTONALSINA notice-filed in PA. IAPD ↗
$148.9M RAUM · 4 reps · 410-457-7165
ComplianceMarketing & brand
42
OXENFREE FINANCIAL notice-filed in PA. IAPD ↗
$120.7M RAUM · 5 reps · 321-722-7882 · oxenfreefinancial.com
ComplianceMarketing & brand
42
FOGUTH WEALTH MANAGEMENT, LLC. notice-filed in FL. IAPD ↗
$237.0M RAUM · 10 reps · (810) 522-5650
ComplianceMarketing & brand
42
STIRLINGSHIRE INVESTMENTS notice-filed in PA. IAPD ↗
$37.0M RAUM · 11 reps · 877-600-7026
ComplianceMarketing & brand
42
LAKE WATER ADVISORY, LLC notice-filed in FL. IAPD ↗
$40.0M RAUM · 1 reps · 315-730-7432 · lakewatercap.com
ComplianceMarketing & brand
42
KELLER FINANCIAL GROUP notice-filed in AZ. IAPD ↗
$106.8M RAUM · 2 reps · 717-516-0700
ComplianceMarketing & brand
42
KELLY WEALTH MANAGEMENT, INC. notice-filed in FL. IAPD ↗
$112.7M RAUM · 2 reps · 248-262-7217 · kellycapitalpartners.com
ComplianceMarketing & brand
42
LORD AND RICHARDS notice-filed in TX. IAPD ↗
$75.4M RAUM · 5 reps · 720-214-6801
ComplianceMarketing & brand
42
GFG SOLUTIONS notice-filed in PA. IAPD ↗
$151.1M RAUM · 6 reps · (407) 627-0091 · gfgsolutions.com
ComplianceMarketing & brand
41
VIRTUS INVESTMENT ADVISERS, INC. notice-filed in CA, NY, TX. IAPD ↗institutional
$47.76B RAUM · 8 reps · 800-248-7971
ComplianceMarketing & brand
41
BONDBLOXX notice-filed in NJ, NY, PA. IAPD ↗institutional
$2.51B RAUM · 4 reps · 800-896-5089
ComplianceMarketing & brand
40
GALLIARD CAPITAL MANAGEMENT notice-filed in CO, DC, NM, OR, SC, TN, TX, VI. IAPD ↗fund
$85.51B RAUM · 20 reps · 612-667-3220 · galliard.com
ComplianceMarketing & brand
40
MILLENNIUM MANAGEMENT LLC notice-filed in KY, MO, MT, NV, RI, TN. IAPD ↗fund
$505.94B RAUM · 2660 reps · 212-841-4100
ComplianceMarketing & brand
40
STONE CREEK CAPITAL MANAGEMENT LLC notice-filed in AL, CO, HI, KS, KY, MA, MD, MI, MN, MO, NM, NV, OR, RI, TN, WI. IAPD ↗institutional
$0 RAUM · 1 reps · (678)867-7050 · stonecreekmarginlending.com
ComplianceMarketing & brand
39
NPPG PLAN PROFESSIONALS, LLC notice-filed in NE, PR. IAPD ↗institutional
$3.18B RAUM · 2 reps · 732-758-1577 · nppg.com
ComplianceMarketing & brand
38
GLIDE CAPITAL notice-filed in CA, GA, NM, NY, SC, TX. IAPD ↗fund
$953.4M RAUM · 5 reps · 305-783-3316 · glideplatform.com
ComplianceMarketing & brand
37
INTERCONTINENTAL REAL ESTATE CORPORATION notice-filed in TX. IAPD ↗institutional
$12.50B RAUM · 40 reps · 617-782-2600
ComplianceMarketing & brand
37
NEWPORT GROUP CONSULTING, LLC notice-filed in MS. IAPD ↗institutional
$2.56B RAUM · 11 reps · 407-333-2905 · newportgroup.com
ComplianceMarketing & brand
37
CAPULA INVESTMENT US LP notice-filed in FL. IAPD ↗institutional
$101.12B RAUM · 15 reps · (646) 874-5400 · capulaglobal.com
ComplianceMarketing & brand
37
PUBLIC TRUST ADVISORS, LLC notice-filed in GA. IAPD ↗institutional
$81.14B RAUM · 16 reps · 855-395-3954 · publictrustadvisors.com
ComplianceMarketing & brand
37
SMARTLEAF ASSET MANAGEMENT LLC notice-filed in PA. IAPD ↗institutional
$2.69B RAUM · 4 reps · 857-366-9340 · smartleafam.com
ComplianceMarketing & brand
37
ABRDN ETFS ADVISORS LLC notice-filed in PA. IAPD ↗institutional
$1.04B RAUM · 2 reps · 215-405-5700 · abrdn.com
ComplianceMarketing & brand
37
ADAMS DIVERSIFIED EQUITY FUND, INC. notice-filed in FL. IAPD ↗institutional
$2.55B RAUM · 11 reps · 410-752-5900 · adamsfunds.com
ComplianceMarketing & brand
37
CLAROS REIT MANAGEMENT LP notice-filed in FL. IAPD ↗institutional
$8.11B RAUM · 39 reps · 212-484-0050
ComplianceMarketing & brand
37
IMPACTASSETS CAPITAL PARTNERS PBLLC notice-filed in MD. IAPD ↗institutional
$1.58B RAUM · 11 reps · 855-920-2303 · impactassetscapital.com
ComplianceMarketing & brand
37
CAIUS CAPITAL US LP notice-filed in NY. IAPD ↗institutional
$1.47B RAUM · 1 reps · +1(347) 637-7131 · caiuscapital.com
ComplianceMarketing & brand
36
ARES MANAGEMENT LLC notice-filed in FL, LA, NC. IAPD ↗fund
$314.93B RAUM · 1062 reps · 310-201-4100
ComplianceMarketing & brand
36
HARTFORD FUNDS notice-filed in CO, IN, MN. IAPD ↗fund
$128.83B RAUM · 36 reps · 610-386-1801
ComplianceMarketing & brand
36
AFFINIUS CAPITAL notice-filed in CA, IL, TX. IAPD ↗fund
$12.45B RAUM · 64 reps · 212-605-1000 · affiniuscapital.com
ComplianceMarketing & brand
36
POINT72 ASSET MANAGEMENT, L.P. notice-filed in NH, VA, WY. IAPD ↗fund
$172.10B RAUM · 1271 reps · 203-890-2000 · link.chtbl.com
ComplianceMarketing & brand
36
EISLER CAPITAL (US) LLC notice-filed in FL, NC, TN. IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
ComplianceMarketing & brand
35
BMO CAPITAL MARKETS CORP. notice-filed in CT. IAPD ↗institutional
$796.4M RAUM · 25 reps · (212) 605-1504 · bmocm.com
ComplianceMarketing & brand
35
TRPC ADVISORY SERVICES notice-filed in AL. IAPD ↗institutional
$899.2M RAUM · 11 reps · 888-673-5440
ComplianceMarketing & brand
35
HORIZON TECHNOLOGY FINANCE notice-filed in CO. IAPD ↗institutional
$802.4M RAUM · 21 reps · 860-676-8654
ComplianceMarketing & brand
35
H.I.G. WHITEHORSE ADVISERS, LLC notice-filed in CA. IAPD ↗institutional
$730.8M RAUM · 65 reps · 305-379-2322 · higwhitehorse.com
ComplianceMarketing & brand
35
CONSEQUENT CAPITAL MANAGEMENT, LLC notice-filed in HI. IAPD ↗institutional
$700.9M RAUM · 6 reps · (404) 883-2500 · consequentgroup.com
ComplianceMarketing & brand
34
FIRST EAGLE INVESTMENT MANAGEMENT, LLC notice-filed in IL, TX. IAPD ↗fund
$91.40B RAUM · 36 reps · 212-698-3300
ComplianceMarketing & brand
34
TPG ANGELO GORDON notice-filed in DC, TX. IAPD ↗fund
$83.69B RAUM · 154 reps · 212.692.2000 · angelogordon.com
ComplianceMarketing & brand
34
STOCKBRIDGE CAPITAL GROUP, LLC notice-filed in CO, TX. IAPD ↗fund
$19.92B RAUM · 23 reps · 415-658-3300 · stockbridge.com
ComplianceMarketing & brand
34
VERITION FUND MANAGEMENT LLC notice-filed in NE, OH. IAPD ↗fund
$107.25B RAUM · 293 reps · 203-742-7700 · verition.com
ComplianceMarketing & brand
34
PENNYBACKER CAPITAL MANAGEMENT, LLC notice-filed in CO, NC. IAPD ↗fund
$3.67B RAUM · 39 reps · 512-610-2910 · pennybackercap.com
ComplianceMarketing & brand
34
SOFINNOVA INVESTMENTS, INC. notice-filed in MA, PR. IAPD ↗fund
$4.34B RAUM · 16 reps · 650-681-8420 · sofinnova.com
ComplianceMarketing & brand
34
SOUTHFIELD CAPITAL LP notice-filed in CA, WA. IAPD ↗fund
$1.50B RAUM · 21 reps · 203-813-4100
ComplianceMarketing & brand
34
ELMTREE FUNDS, LLC notice-filed in CA, TX. IAPD ↗fund
$7.16B RAUM · 21 reps · (314) 828-4200 · elmtreefunds.com
ComplianceMarketing & brand
34
SEEDS INVESTOR LLC notice-filed in CA, TX. IAPD ↗institutional
$165.5M RAUM · 2 reps · (212) 287-7370
ComplianceMarketing & brand
34
REALTERM notice-filed in IL, NY. IAPD ↗fund
$9.21B RAUM · 87 reps · 410-280-1100 · realterm.com
ComplianceMarketing & brand
34
HALO INVESTMENT SERVICES, LLC notice-filed in FL, MN. IAPD ↗institutional
$31.2M RAUM · 15 reps · 312-586-2790
ComplianceMarketing & brand
32
NEEDHAM & COMPANY, LLC notice-filed in MD. IAPD ↗institutional
$0 RAUM · 45 reps · 212-371-8300 · needhamco.com
ComplianceMarketing & brand
32
INVESCO SENIOR SECURED MANAGEMENT, INC. notice-filed in TX. IAPD ↗fund
$31.07B RAUM · 59 reps · 212-278-9000
ComplianceMarketing & brand
32
POLEN CAPITAL CREDIT, LLC notice-filed in DE. IAPD ↗fund
$7.44B RAUM · 22 reps · 781-283-8500
ComplianceMarketing & brand
32
POST ADVISORY GROUP, LLC notice-filed in NC. IAPD ↗fund
$16.74B RAUM · 22 reps · 310-996-9600 · postadvisory.com
ComplianceMarketing & brand
32
ARLINGTON PARTNERS LLC notice-filed in DE. IAPD ↗fund
$1.34B RAUM · 7 reps · 205-488-4300 · arlington.com
ComplianceMarketing & brand
32
ADAMS STREET PARTNERS, LLC notice-filed in TX. IAPD ↗fund
$54.18B RAUM · 142 reps · 312-553-7890 · adamsstreetpartners.com
ComplianceMarketing & brand
32
INSTITUTIONAL SHAREHOLDER SERVICES INC. notice-filed in DC. IAPD ↗institutional
$0 RAUM · 1650 reps · 301-556-0500
ComplianceMarketing & brand
32
GOLDENTREE ASSET MANAGEMENT LP notice-filed in CA. IAPD ↗fund
$56.62B RAUM · 70 reps · 212-847-3500 · goldentree.com
ComplianceMarketing & brand
32
AEGON ASSET MANAGEMENT US notice-filed in FL. IAPD ↗fund
$88.55B RAUM · 83 reps · 319-355-5408 · aegonam.com
ComplianceMarketing & brand
32
RESMARK EQUITY PARTNERS, LLC notice-filed in MD. IAPD ↗fund
$1.84B RAUM · 16 reps · 310-862-2235
ComplianceMarketing & brand
32
NUMERIC INVESTORS LLC notice-filed in TX. IAPD ↗fund
$48.87B RAUM · 44 reps · 617 897 7800 · man.com
ComplianceMarketing & brand
32
HQ CAPITAL PRIVATE EQUITY LLC notice-filed in FL. IAPD ↗fund
$7.77B RAUM · 21 reps · 212-863-2300
ComplianceMarketing & brand
32
57 STARS LLC notice-filed in VA. IAPD ↗fund
$4.58B RAUM · 17 reps · 202-824-1600 · 57stars.net
ComplianceMarketing & brand
32
TWO SIGMA INVESTMENTS, LP notice-filed in FL. IAPD ↗fund
$83.96B RAUM · 866 reps · (212) 625-5700
ComplianceMarketing & brand
32
KEYSTONE NATIONAL GROUP, LLC notice-filed in TX. IAPD ↗fund
$2.13B RAUM · 34 reps · 925-480-6050 · keystonenational.com
ComplianceMarketing & brand
32
CERBERUS CAPITAL MANAGEMENT, L.P. notice-filed in VA. IAPD ↗fund
$88.21B RAUM · 262 reps · 212-891-2100
ComplianceMarketing & brand
32
TWO SIGMA ADVISERS, LP notice-filed in FL. IAPD ↗fund
$75.81B RAUM · 66 reps · (212) 625-5700 · twosigma.com
ComplianceMarketing & brand
32
ECP notice-filed in FL. IAPD ↗fund
$19.84B RAUM · 52 reps · 973-671-6100 · ecpgp.com
ComplianceMarketing & brand
32
LUBERT-ADLER MANAGEMENT COMPANY, L.P. notice-filed in NY. IAPD ↗fund
$2.82B RAUM · 26 reps · 215-972-2200 · lubertadler.com
ComplianceMarketing & brand
32
SANDS CAPITAL VENTURES, LLC notice-filed in SD. IAPD ↗fund
$2.88B RAUM · 66 reps · 703-562-4000 · sandscapitalventures.com
ComplianceMarketing & brand
32
KSL CAPITAL PARTNERS notice-filed in NY. IAPD ↗fund
$23.35B RAUM · 72 reps · 720-284-6400
ComplianceMarketing & brand
32
VANCE STREET CAPITAL LLC notice-filed in TX. IAPD ↗fund
$1.97B RAUM · 19 reps · 310-231-7100 · vancestreetcapital.com
ComplianceMarketing & brand
32
HUDSON BAY CAPITAL MANAGEMENT LP notice-filed in FL. IAPD ↗fund
$31.12B RAUM · 100 reps · 203-718-5690 · hudsonbaycapital.com
ComplianceMarketing & brand
32
CORE AND VALUE ADVISORS, LLC notice-filed in TX. IAPD ↗fund
$20.50B RAUM · 72 reps · 415-658-3300
ComplianceMarketing & brand
32
INDUSTRY VENTURES, L.L.C. notice-filed in MA. IAPD ↗fund
$7.53B RAUM · 24 reps · 415-273-4201
ComplianceMarketing & brand
32
ACCEL-KKR notice-filed in IL. IAPD ↗fund
$19.30B RAUM · 71 reps · 650-289-2460 · accel-kkr.com
ComplianceMarketing & brand
32
RELATED FUND MANAGEMENT, LLC notice-filed in FL. IAPD ↗fund
$12.83B RAUM · 46 reps · 212-801-1000
ComplianceMarketing & brand
32
THOMA BRAVO notice-filed in TX. IAPD ↗fund
$137.68B RAUM · 95 reps · 312-254-3300 · thomabravo.com
ComplianceMarketing & brand
32
SRS INVESTMENT MANAGEMENT, LLC notice-filed in AZ. IAPD ↗fund
$12.14B RAUM · 16 reps · 212-520-7900
ComplianceMarketing & brand
32
HARRISON STREET ADVISORS, LLC notice-filed in DC. IAPD ↗fund
$20.25B RAUM · 254 reps · 312-920-0500 · harrisonst.com
ComplianceMarketing & brand
32
RIVERWOOD CAPITAL MANAGEMENT L.P. notice-filed in FL. IAPD ↗fund
$5.99B RAUM · 28 reps · 650-618-7300
ComplianceMarketing & brand
32
GRANDEUR PEAK GLOBAL ADVISORS notice-filed in WA. IAPD ↗fund
$6.32B RAUM · 37 reps · 801-384-0000
ComplianceMarketing & brand
32
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC notice-filed in NC. IAPD ↗fund
$26.50B RAUM · 232 reps · 310-201-4100 · arescre.com
ComplianceMarketing & brand
32
GLADE BROOK CAPITAL PARTNERS LLC notice-filed in FL. IAPD ↗fund
$1.12B RAUM · 7 reps · 203-861-3000 · gladebrookcapital.com
ComplianceMarketing & brand
32
RA CAPITAL MANAGEMENT, LP notice-filed in CA. IAPD ↗fund
$11.32B RAUM · 80 reps · 617-778-2500 · racap.com
ComplianceMarketing & brand
32
TJC LP notice-filed in FL. IAPD ↗fund
$30.13B RAUM · 63 reps · 212 572-0800 · tjclp.com
ComplianceMarketing & brand
32
5AM VENTURES notice-filed in NY. IAPD ↗fund
$1.45B RAUM · 19 reps · 408-876-7197 · 5amventures.com
ComplianceMarketing & brand
32
BERKSHIRE PARTNERS LLC notice-filed in NY. IAPD ↗fund
$23.27B RAUM · 96 reps · (617) 227-0050
ComplianceMarketing & brand
32
NEW ENTERPRISE ASSOCIATES notice-filed in FL. IAPD ↗fund
$25.91B RAUM · 56 reps · (650) 854-9499
ComplianceMarketing & brand
32
RP MANAGEMENT, LLC notice-filed in CA. IAPD ↗fund
$17.65B RAUM · 43 reps · 212-883-0200
ComplianceMarketing & brand
32
LONGITUDE CAPITAL MANAGEMENT CO., LLC notice-filed in ID. IAPD ↗fund
$1.67B RAUM · 19 reps · 650-854-5700 · longitudecapital.com
ComplianceMarketing & brand
32
PPC ENTERPRISES LLC notice-filed in AZ. IAPD ↗fund
$2.05B RAUM · 24 reps · 212-768-4554 · ppcenterprises.com
ComplianceMarketing & brand
32
RIBBIT CAPITAL notice-filed in NY. IAPD ↗fund
$12.33B RAUM · 14 reps · 650-485-3758 · ribbitcap.com
ComplianceMarketing & brand
32
A SMARTER WAY TO INVEST, INC. notice-filed in FL. IAPD ↗institutional
$84.8M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
ComplianceMarketing & brand
32
MACK REAL ESTATE CREDIT STRATEGIES, L.P. notice-filed in FL. IAPD ↗fund
$1.49B RAUM · 39 reps · 212-484-0050 · mackregroup.com
ComplianceMarketing & brand
32
MSCI ESG RESEARCH LLC notice-filed in VA. IAPD ↗institutional
$0 RAUM · 35 reps · 212-804-5299 · msci.com
ComplianceMarketing & brand
32
GREENHOUSE FUNDS LLLP notice-filed in FL. IAPD ↗fund
$1.94B RAUM · 5 reps · 443-961-3914 · greenhousefunds.com
ComplianceMarketing & brand
32
GCP INVESTMENT ADVISOR, LLC notice-filed in CO. IAPD ↗fund
$3.60B RAUM · 72 reps · 312-966-3800 · greencourtepartners.com
ComplianceMarketing & brand
32
SABRIENT SYSTEMS, LLC notice-filed in CA. IAPD ↗institutional
$0 RAUM · 7 reps · 805-730-7777
ComplianceMarketing & brand
32
STRATTAM CAPITAL MANAGEMENT, LLC notice-filed in CA. IAPD ↗fund
$1.01B RAUM · 9 reps · 512-829-3963
ComplianceMarketing & brand
32
ENGINEERS GATE MANAGER LP notice-filed in CA. IAPD ↗fund
$6.48B RAUM · 60 reps · 646-757-2800
ComplianceMarketing & brand
32
SUMERU EQUITY PARTNERS notice-filed in NY. IAPD ↗fund
$3.51B RAUM · 41 reps · 650-522-3300 · sumeruequity.com
ComplianceMarketing & brand
32
ADAMS FUNDS ADVISERS notice-filed in FL. IAPD ↗institutional
$0 RAUM · 11 reps · 410-752-5900
ComplianceMarketing & brand
32
THEOREM notice-filed in NY. IAPD ↗fund
$2.02B RAUM · 29 reps · 415-489-0457 · theoremlp.com
ComplianceMarketing & brand
32
ENERGY IMPACT PARTNERS LP notice-filed in GA. IAPD ↗fund
$4.54B RAUM · 57 reps · 212-899-9700 · energyimpactpartners.com
ComplianceMarketing & brand
32
VARSITY MANAGEMENT notice-filed in IL. IAPD ↗fund
$1.83B RAUM · 17 reps · 310-564-2690 · varsityhealthcarepartners.com
ComplianceMarketing & brand
32
TWO SIGMA INVESTOR SOLUTIONS, LP notice-filed in NJ. IAPD ↗institutional
$0 RAUM · 2 reps · (212) 625-5700 · venn.twosigma.com
ComplianceMarketing & brand
32
MOONRISE CAPITAL LP notice-filed in FL. IAPD ↗fund
$1.06B RAUM · 2 reps · 772-492-3523
ComplianceMarketing & brand
32
CENTIVA CAPITAL, LP notice-filed in CT. IAPD ↗fund
$18.99B RAUM · 148 reps · 212-554-4180 · centivacapital.com
ComplianceMarketing & brand
32
HANWHA ASSET MANAGEMENT (USA) LTD. notice-filed in CA. IAPD ↗fund
$2.33B RAUM · 13 reps · (415) 534-1190
ComplianceMarketing & brand
32
BLOCKTOWER CAPITAL ADVISORS LP notice-filed in NY. IAPD ↗fund
$1.69B RAUM · 17 reps · (203) 989-3661
ComplianceMarketing & brand
32
KENNEDY LEWIS MANAGEMENT LP notice-filed in NY. IAPD ↗fund
$8.97B RAUM · 38 reps · 212-782-3480
ComplianceMarketing & brand
32
COMPASS ROSE ASSET MANAGEMENT notice-filed in FL. IAPD ↗fund
$12.35B RAUM · 18 reps · 212-888-1433 · compassroseam.com
ComplianceMarketing & brand
32
ARA PARTNERS notice-filed in DC. IAPD ↗fund
$6.17B RAUM · 32 reps · (713) 337-9150 · arapartners.com
ComplianceMarketing & brand
32
TOMALES BAY CAPITAL notice-filed in TX. IAPD ↗fund
$2.15B RAUM · 3 reps · (415) 723-0608 · tomalesbaycapital.com
ComplianceMarketing & brand
32
CORTLAND INVESTMENT MANAGEMENT, LLC notice-filed in AZ. IAPD ↗fund
$5.58B RAUM · 123 reps · 404-965-3988 · cortland.com
ComplianceMarketing & brand
32
WOODLINE PARTNERS LP notice-filed in FL. IAPD ↗fund
$15.02B RAUM · 41 reps · 415-801-4550 · woodlinepartners.com
ComplianceMarketing & brand
32
AVIDITY PARTNERS MANAGEMENT LP notice-filed in FL. IAPD ↗fund
$5.27B RAUM · 16 reps · 214-550-1822
ComplianceMarketing & brand
32
AQUATIC CAPITAL MANAGEMENT LLC notice-filed in NY. IAPD ↗fund
$5.54B RAUM · 66 reps · 312-858-6200 · aquatic.com
ComplianceMarketing & brand
32
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC notice-filed in CO. IAPD ↗fund
$281.35B RAUM · 247 reps · 414-665-1444 · capital.northwesternmutual.com
ComplianceMarketing & brand
32
NAVIGATE 401K, LLC notice-filed in TX. IAPD ↗institutional
$132.0M RAUM · 2 reps · 205-224-9502 · navigate401k.com
ComplianceMarketing & brand
32
TRINITY FUND ADVISORS LLC notice-filed in CO, FL. IAPD ↗fund
$626.7M RAUM · 27 reps · 808-529-0909
ComplianceMarketing & brand
32
SLATE ADVISORY SERVICE (US) LLC notice-filed in NY. IAPD ↗fund
$4.31B RAUM · 98 reps · 312-847-1480
ComplianceMarketing & brand
32
TCG CROSSOVER MANAGEMENT, LLC notice-filed in NY. IAPD ↗fund
$2.20B RAUM · 6 reps · 650-924-9424 · tcgcrossover.com
ComplianceMarketing & brand
32
FIDELITY DIVERSIFYING SOLUTIONS LLC notice-filed in NJ. IAPD ↗fund
$2.60B RAUM · 22 reps · 617-563-7000
ComplianceMarketing & brand
32
ALPHA GROWTH MANAGEMENT LLC notice-filed in FL. IAPD ↗institutional
$19.5M RAUM · 4 reps · 949-326-9797 · algwplc.com
ComplianceMarketing & brand
32
GALVANIZE CLIMATE SOLUTIONS LLC notice-filed in MA. IAPD ↗fund
$1.18B RAUM · 31 reps · 415-757-6600 · gcsllc.com
ComplianceMarketing & brand
32
SANDBROOK CAPITAL MANAGEMENT LP notice-filed in TX. IAPD ↗fund
$2.15B RAUM · 17 reps · 475-268-1450 · sandbrook.com
ComplianceMarketing & brand
32
TRIMER CAPITAL MANAGEMENT LP notice-filed in NY, TX. IAPD ↗fund
$704.3M RAUM · 6 reps · 212-572-6200 · crunchbase.com
ComplianceMarketing & brand
32
SVB CAPITAL notice-filed in UT. IAPD ↗fund
$12.17B RAUM · 18 reps · 650-519-0540
ComplianceMarketing & brand
32
P3 ASSET MANAGEMENT notice-filed in NY. IAPD ↗institutional
$0 RAUM · 7 reps · 253-470-4977 · p3am.com
ComplianceMarketing & brand
32
ANTHELION CAPITAL PARTNERS LLC notice-filed in FL. IAPD ↗fund
$1.27B RAUM · 7 reps · 212 339 1900
ComplianceMarketing & brand
32
ANCHORAGE CAPITAL ADVISORS, L.P. notice-filed in DE. IAPD ↗fund
$21.64B RAUM · 43 reps · 212-432-4600 · anchoragecapital.com
ComplianceMarketing & brand
30
TRIANGLE PEAK PARTNERS, LP notice-filed in CA. IAPD ↗fund
$316.6M RAUM · 5 reps · 831-998-9540 · trianglepeakpartners.com
ComplianceMarketing & brand
30
JW ASSET MANAGEMENT, LLC notice-filed in FL. IAPD ↗fund
$450.2M RAUM · 3 reps · 212-446-5362 · jwfunds.com
ComplianceMarketing & brand
30
KAIROS notice-filed in TN. IAPD ↗fund
$989.4M RAUM · 19 reps · 949-709-8888
ComplianceMarketing & brand
30
PSC CAPITAL PARTNERS LLC notice-filed in NY. IAPD ↗fund
$301.0M RAUM · 8 reps · 612-303-6000 · pipersandler.com
ComplianceMarketing & brand
30
ENHANCED CAPITAL PARTNERS, LLC notice-filed in MO. IAPD ↗fund
$969.1M RAUM · 14 reps · 504-569-7900
ComplianceMarketing & brand
30
LWO LLC notice-filed in MO. IAPD ↗fund
$278.6M RAUM · 20 reps · 469-351-3470
ComplianceMarketing & brand
30
GREAT ELM CAPITAL MANAGEMENT, INC. notice-filed in FL. IAPD ↗fund
$288.4M RAUM · 8 reps · 561-214-7901 · greatelmgroup.com
ComplianceMarketing & brand
30
PARK CITIES ADVISORS LLC notice-filed in CT. IAPD ↗fund
$398.2M RAUM · 7 reps · 469-249-1000
ComplianceMarketing & brand
30
GIP INVESTMENT ADVISER LLC notice-filed in FL. IAPD ↗fund
$329.4M RAUM · 5 reps · 650-387-6686 · ksvglobal.com
ComplianceMarketing & brand
30
UPPER90 notice-filed in MD. IAPD ↗fund
$815.8M RAUM · 10 reps · (646) 979-0719
ComplianceMarketing & brand
30
AIMPERA CAPITAL PARTNERS LLC notice-filed in NJ. IAPD ↗fund
$802.3M RAUM · 9 reps · 415-463-3965
ComplianceMarketing & brand
30
BASTION MANAGEMENT II LLC notice-filed in MN. IAPD ↗fund
$403.6M RAUM · 7 reps · -10060 · bastionmgmt.com
ComplianceMarketing & brand
30
LS BDC ADVISER, LLC notice-filed in DC. IAPD ↗fund
$548.9M RAUM · 35 reps · 786 598 2089
ComplianceMarketing & brand
30
WARWICK CAPITAL PARTNERS (US) LP notice-filed in RI. IAPD ↗fund
$432.5M RAUM · 9 reps · 917-828-2630 · warwickcap.com
ComplianceMarketing & brand
30
PALO DURO INVESTMENT PARTNERS, LP notice-filed in TX. IAPD ↗fund
$354.6M RAUM · 3 reps · 312-264-4670
ComplianceMarketing & brand
29
ACCORDANT INVESTMENTS LLC notice-filed in NJ, TX. IAPD ↗fund
$35.6M RAUM · 4 reps · 602-609-2193 · accordantinvestments.com
ComplianceMarketing & brand
27
KWK MANAGEMENT LLC notice-filed in TX. IAPD ↗fund
$226.2M RAUM · 4 reps · 346-396-0300 · kwkmgmt.com
ComplianceMarketing & brand
27
BRIGHTLINE CAPITAL MANAGEMENT, LLC notice-filed in NY. IAPD ↗fund
$196.4M RAUM · 5 reps · 305-423-0832 · brightlinecapital.com
ComplianceMarketing & brand
27
1207 CAPITAL GROUP, LLC notice-filed in NM. IAPD ↗fund
$140.5M RAUM · 4 reps · 312-690-6201 · cimarrongrp.com
ComplianceMarketing & brand
27
MARKETFIELD ASSET MANAGEMENT LLC notice-filed in CT. IAPD ↗fund
$154.0M RAUM · 3 reps · 212-514-2350 · marketfieldfund.com
ComplianceMarketing & brand
27
KINGFISH CAPITAL PARTNERS LLC notice-filed in TX. IAPD ↗fund
$240.6M RAUM · 41 reps · 650-980-0200
ComplianceMarketing & brand
27
FARADAY CAPITAL, L.P. notice-filed in CA. IAPD ↗fund
$64.6M RAUM · 3 reps · (916) 251 7146 · faradaycap.com
ComplianceMarketing & brand
27
SAAS CAPITAL, LLC notice-filed in KS. IAPD ↗fund
$174.3M RAUM · 6 reps · 303-870-9529 · saas-capital.com
ComplianceMarketing & brand
27
KANBRICK LLC notice-filed in NC. IAPD ↗fund
$223.3M RAUM · 5 reps · 872-225-2249
ComplianceMarketing & brand
27
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC notice-filed in NY. IAPD ↗fund
$232.3M RAUM · 4 reps · 612-303-6000 · pipersandler.com
ComplianceMarketing & brand
27
BROADLIGHT CAPITAL MANAGEMENT, LLC notice-filed in CA. IAPD ↗fund
$214.2M RAUM · 4 reps · 203 496 5400 · broadlightcapital.com
ComplianceMarketing & brand
27
FOREST ROAD ASSET MANAGEMENT LLC notice-filed in DC. IAPD ↗fund
$25.3M RAUM · 12 reps · 302-265-0167 · forestroadco.com
ComplianceMarketing & brand
27
FUND ASSET MANAGERS notice-filed in TX. IAPD ↗fund
$8.5M RAUM · 4 reps · 203-629-3300
ComplianceMarketing & brand
27
DAUNTLESS CAPITAL PARTNERS LLC notice-filed in UT. IAPD ↗fund
$142.1M RAUM · 7 reps · 202-656-1250
ComplianceMarketing & brand
27
OZE CAPITAL LLC notice-filed in TX. IAPD ↗fund
$175.2M RAUM · 3 reps · 973-446-6876 · ozecapital.com
ComplianceMarketing & brand
21
CIDEL ASSET MANAGEMENT INC notice-filed in DE, NV, NY. IAPD ↗foreign
$5.19B RAUM · 38 reps · 416 977 6767 · loricaic.ca
ComplianceMarketing & brand
20
RICHARDSON WEALTH (USA) LIMITED notice-filed in CT, GA, MN, MO, OH. IAPD ↗foreign
$193.3M RAUM · 0 reps · 1-855-204-7467
ComplianceMarketing & brand
20
BEANSTOX notice-filed in DC, ME, MT, SD, VI, VT, WY. IAPD ↗foreign
$6.4M RAUM · 3 reps · (514) 849-1056
ComplianceMarketing & brand
17
MASECO PRIVATE WEALTH notice-filed in NH. IAPD ↗foreign
$2.68B RAUM · 19 reps · +44 20 7043 0455 · instagram.com\masecopw
ComplianceMarketing & brand
17
TANAGER WEALTH MANAGEMENT notice-filed in NJ. IAPD ↗foreign
$1.01B RAUM · 14 reps · 020 3965 6330
ComplianceMarketing & brand
16
WELLINGTON-ALTUS USA INC. notice-filed in CO, MI, WA. IAPD ↗foreign
$84.1M RAUM · 48 reps · 888-315-8729
ComplianceMarketing & brand
15
CLIMBER CAPITAL SA notice-filed in FL. IAPD ↗foreign
$544.1M RAUM · 3 reps · +41 22 361 66 11 · climbercapital.ch
ComplianceMarketing & brand
12
BELVOIR WEALTH MANAGEMENT AG notice-filed in PA. IAPD ↗foreign
$224.3M RAUM · 3 reps · 41-43-244-7550 · belvoirwealth.com
ComplianceMarketing & brand
12
WHVP notice-filed in LA. IAPD ↗foreign
$163.3M RAUM · 4 reps · 011 41 44 315 77 77
ComplianceMarketing & brand
new office — 953 Count of additional offices increased.
55
J.P. MORGAN SECURITIES LLC added office(s): 3364 -> 3411 additional locations. IAPD ↗
$249.73B RAUM · 7426 reps · 800-999-2000
Office IT & facilitiesCRMRecruiting & transitions
55
EDWARD JONES added office(s): 14975 -> 15075 additional locations. IAPD ↗
$692.25B RAUM · 21219 reps · 314-515-2000
Office IT & facilitiesCRMRecruiting & transitions
55
ESI FINANCIAL ADVISORS added office(s): 220 -> 230 additional locations. IAPD ↗
$2.12B RAUM · 420 reps · 800-344-7437 · equity-services.com
Office IT & facilitiesCRMRecruiting & transitions
55
GOLDMAN SACHS & CO. LLC added office(s): 20 -> 24 additional locations. IAPD ↗
$222.74B RAUM · 2406 reps · 212-902-1000
Office IT & facilitiesCRMRecruiting & transitions
55
JANNEY MONTGOMERY SCOTT LLC added office(s): 118 -> 130 additional locations. IAPD ↗
$85.90B RAUM · 1239 reps · 215-665-6000
Office IT & facilitiesCRMRecruiting & transitions
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED added office(s): 459 -> 460 additional locations. IAPD ↗
$149.25B RAUM · 3027 reps · 314-342-2000 · stifelradford.com
Office IT & facilitiesCRMRecruiting & transitions
55
WINTRUST INVESTMENTS added office(s): 76 -> 78 additional locations. IAPD ↗
$14.42B RAUM · 147 reps · 312-431-1700 · fcbadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRINCIPAL SECURITIES, INC. added office(s): 350 -> 384 additional locations. IAPD ↗
$12.11B RAUM · 1349 reps · 888-774-6267 · principalsecurities.com
Office IT & facilitiesCRMRecruiting & transitions
55
DAVENPORT & COMPANY LLC added office(s): 25 -> 26 additional locations. IAPD ↗
$19.33B RAUM · 206 reps · 804-780-2000
Office IT & facilitiesCRMRecruiting & transitions
55
&PARTNERS added office(s): 10 -> 20 additional locations. IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
HILLTOP SECURITIES INC. added office(s): 16 -> 17 additional locations. IAPD ↗
$1.87B RAUM · 113 reps · 214-859-1800 · advisor.hilltopsecurities.com
Office IT & facilitiesCRMRecruiting & transitions
55
LPL FINANCIAL LLC added office(s): 9898 -> 17453 additional locations. IAPD ↗
$463.48B RAUM · 27045 reps · 704-733-3300
Office IT & facilitiesCRMRecruiting & transitions
55
CITIGROUP GLOBAL MARKETS INC. added office(s): 733 -> 742 additional locations. IAPD ↗
$40.52B RAUM · 4880 reps · 212-816-6000 · citibankonline.com
Office IT & facilitiesCRMRecruiting & transitions
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED added office(s): 3372 -> 3542 additional locations. IAPD ↗
$1271.59B RAUM · 26251 reps · 800-637-7455 · business.bofa.com
Office IT & facilitiesCRMRecruiting & transitions
55
INDEPENDENT FINANCIAL GROUP, LLC added office(s): 364 -> 385 additional locations. IAPD ↗
$6.75B RAUM · 444 reps · 858-436-3180 · ifgsd.com
Office IT & facilitiesCRMRecruiting & transitions
55
NORTHERN TRUST SECURITIES, INC added office(s): 19 -> 20 additional locations. IAPD ↗
$1.03B RAUM · 70 reps · 312-557-2000 · northerntrust.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROBERT W. BAIRD & CO. INCORPORATED added office(s): 161 -> 179 additional locations. IAPD ↗
$287.51B RAUM · 2966 reps · 414-765-3500
Office IT & facilitiesCRMRecruiting & transitions
55
PRIMERICA ADVISORS added office(s): 1646 -> 1704 additional locations. IAPD ↗
$8.46B RAUM · 3560 reps · 833-786-0550 · primerica.com
Office IT & facilitiesCRMRecruiting & transitions
55
THRIVENT INVESTMENT MANAGEMENT INC. added office(s): 1106 -> 1111 additional locations. IAPD ↗
$14.81B RAUM · 2509 reps · 800-847-4836 · thrivent.com
Office IT & facilitiesCRMRecruiting & transitions
55
HSBC SECURITIES (USA) INC. added office(s): 60 -> 62 additional locations. IAPD ↗
$3.02B RAUM · 340 reps · 212-525-2879 · us.hsbc.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADVICE AND PLANNING SERVICES added office(s): 136 -> 137 additional locations. IAPD ↗
$32.68B RAUM · 1115 reps · 212-490-9000
Office IT & facilitiesCRMRecruiting & transitions
55
MARQUETTE ASSOCIATES, INC. added office(s): 6 -> 7 additional locations. IAPD ↗
$22.95B RAUM · 52 reps · 312-527-5500
Office IT & facilitiesCRMRecruiting & transitions
55
OSAIC WEALTH, INC. added office(s): 1009 -> 1670 additional locations. IAPD ↗
$94.56B RAUM · 4397 reps · 800-821-5100 EXT. 5389
Office IT & facilitiesCRMRecruiting & transitions
55
TRIAD ADVISORS, LLC added office(s): 75 -> 80 additional locations. IAPD ↗
$1.11B RAUM · 89 reps · 800-720-4003 · pearsonandcompany.net
Office IT & facilitiesCRMRecruiting & transitions
55
STIFEL INDEPENDENT ADVISORS, LLC added office(s): 76 -> 79 additional locations. IAPD ↗
$3.56B RAUM · 127 reps · 314-342-4051 · wingsfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
OSAIC INSTITUTIONS, INC. added office(s): 531 -> 557 additional locations. IAPD ↗
$3.63B RAUM · 474 reps · 203-599-6000
Office IT & facilitiesCRMRecruiting & transitions
55
ARVEST WEALTH MANAGEMENT added office(s): 177 -> 180 additional locations. IAPD ↗
$2.59B RAUM · 227 reps · 888-916-2121 · advisors.arvest.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIRST CITIZENS INVESTOR SERVICES, INC. added office(s): 73 -> 107 additional locations. IAPD ↗
$1.73B RAUM · 130 reps · 800-229-0205
Office IT & facilitiesCRMRecruiting & transitions
55
PARK AVENUE SECURITIES LLC added office(s): 385 -> 399 additional locations. IAPD ↗
$11.88B RAUM · 1820 reps · 1-888-600-4667
Office IT & facilitiesCRMRecruiting & transitions
55
SILVER OAK SECURITIES, INC. added office(s): 75 -> 76 additional locations. IAPD ↗
$1.46B RAUM · 105 reps · 731-668-3825
Office IT & facilitiesCRMRecruiting & transitions
55
MIDWESTERN SECURITIES TRADING CO.,LLC added office(s): 56 -> 71 additional locations. IAPD ↗
$1.26B RAUM · 38 reps · 309-699-6786
Office IT & facilitiesCRMRecruiting & transitions
55
SANFORD C. BERNSTEIN & CO., LLC added office(s): 17 -> 22 additional locations. IAPD ↗
$3.71B RAUM · 0 reps · 212-969-1000
Office IT & facilitiesCRMRecruiting & transitions
55
AVANTAX ADVISORY SERVICES added office(s): 1514 -> 1580 additional locations. IAPD ↗
$41.70B RAUM · 2478 reps · 972-870-6000
Office IT & facilitiesCRMRecruiting & transitions
55
METROPOLITAN WEST ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$102.77B RAUM · 68 reps · 213-244-1050 · tcw.com
Office IT & facilitiesCRMRecruiting & transitions
55
JANUS HENDERSON INVESTORS added office(s): 4 -> 5 additional locations. IAPD ↗
$239.35B RAUM · 106 reps · (303) 333-3863
Office IT & facilitiesCRMRecruiting & transitions
55
WCM INVESTMENT MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$66.61B RAUM · 43 reps · 949-380-0200
Office IT & facilitiesCRMRecruiting & transitions
55
PACIFIC INCOME ADVISERS INC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.96B RAUM · 10 reps · 310-393-1424
Office IT & facilitiesCRMRecruiting & transitions
55
EVERGREEN CAPITAL MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$4.55B RAUM · 23 reps · 425-467-4600
Office IT & facilitiesCRMRecruiting & transitions
55
WASHINGTON CAPITAL MANAGEMENT INC added office(s): 7 -> 8 additional locations. IAPD ↗
$6.83B RAUM · 45 reps · 206-382-0825
Office IT & facilitiesCRMRecruiting & transitions
55
CREATIVE PLANNING added office(s): 70 -> 79 additional locations. IAPD ↗
$175.27B RAUM · 1210 reps · (866) 909-5148
Office IT & facilitiesCRMRecruiting & transitions
55
1834 INVESTMENT ADVISORS CO. added office(s): 4 -> 5 additional locations. IAPD ↗
$1.12B RAUM · 17 reps · (414) 615-1012 · 1834investmentadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
HALBERT HARGROVE added office(s): 9 -> 10 additional locations. IAPD ↗
$3.16B RAUM · 36 reps · 562-435-5657
Office IT & facilitiesCRMRecruiting & transitions
55
TRUEPOINT, INC. added office(s): 2 -> 3 additional locations. IAPD ↗
$4.94B RAUM · 36 reps · 513-792-6648
Office IT & facilitiesCRMRecruiting & transitions
55
TCW ASSET MANAGEMENT COMPANY LLC added office(s): 5 -> 8 additional locations. IAPD ↗
$64.19B RAUM · 145 reps · 213-244-0000 · tcw.com
Office IT & facilitiesCRMRecruiting & transitions
55
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC added office(s): 2 -> 3 additional locations. IAPD ↗
$135.40B RAUM · 105 reps · 212-641-3800 · schroders.com
Office IT & facilitiesCRMRecruiting & transitions
55
DANA INVESTMENT ADVISORS INC added office(s): 0 -> 1 additional locations. IAPD ↗
$4.51B RAUM · 27 reps · 262-782-3631 · danainvestment.com
Office IT & facilitiesCRMRecruiting & transitions
55
BAHL & GAYNOR INC added office(s): 0 -> 1 additional locations. IAPD ↗
$18.03B RAUM · 36 reps · 513-287-6100
Office IT & facilitiesCRMRecruiting & transitions
55
F L PUTNAM INVESTMENT MANAGEMENT CO. added office(s): 8 -> 10 additional locations. IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
Office IT & facilitiesCRMRecruiting & transitions
55
AVANTAX PLANNING PARTNERS, INC. added office(s): 89 -> 108 additional locations. IAPD ↗
$6.38B RAUM · 248 reps · 563-582-2855 · avantax.com
Office IT & facilitiesCRMRecruiting & transitions
55
TCW INVESTMENT MANAGEMENT COMPANY LLC added office(s): 3 -> 7 additional locations. IAPD ↗
$39.90B RAUM · 125 reps · 213-244-0000
Office IT & facilitiesCRMRecruiting & transitions
55
WELLINGTON MANAGEMENT COMPANY LLP added office(s): 5 -> 6 additional locations. IAPD ↗
$1282.73B RAUM · 541 reps · 617-951-5000
Office IT & facilitiesCRMRecruiting & transitions
55
PLANCORP, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$6.48B RAUM · 47 reps · 636-532-7824 · plancorp.com
Office IT & facilitiesCRMRecruiting & transitions
55
THE AYCO COMPANY, L.P. added office(s): 23 -> 24 additional locations. IAPD ↗
$25.87B RAUM · 997 reps · 518-886-4000
Office IT & facilitiesCRMRecruiting & transitions
55
BOK FINANCIAL PRIVATE WEALTH, INC. added office(s): 6 -> 7 additional locations. IAPD ↗
$2.82B RAUM · 16 reps · 303-539-0100 · bokfinancialprivatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
ASSET PRESERVATION ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$6.93B RAUM · 20 reps · 404-261-1333
Office IT & facilitiesCRMRecruiting & transitions
55
CLARFELD added office(s): 22 -> 30 additional locations. IAPD ↗
$9.52B RAUM · 160 reps · 914-846-0100 · citizensbank.com
Office IT & facilitiesCRMRecruiting & transitions
55
ONEDIGITAL INVESTMENT ADVISORS added office(s): 73 -> 83 additional locations. IAPD ↗
$107.10B RAUM · 380 reps · 877-742-2021
Office IT & facilitiesCRMRecruiting & transitions
55
ALTA CAPITAL MANAGEMENT LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$1.71B RAUM · 18 reps · 801-274-6010
Office IT & facilitiesCRMRecruiting & transitions
55
OAKTREE CAPITAL MANAGEMENT, L.P. added office(s): 11 -> 14 additional locations. IAPD ↗
$161.48B RAUM · 277 reps · 213-830-6300
Office IT & facilitiesCRMRecruiting & transitions
55
NATIXIS ADVISORS, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$63.77B RAUM · 75 reps · 617-449-2802
Office IT & facilitiesCRMRecruiting & transitions
55
BRADLEY FOSTER & SARGENT INC added office(s): 3 -> 5 additional locations. IAPD ↗
$6.85B RAUM · 17 reps · 860-527-8050 · bfsinvest.com
Office IT & facilitiesCRMRecruiting & transitions
55
J.P. MORGAN INVESTMENT MANAGEMENT INC. added office(s): 262 -> 279 additional locations. IAPD ↗
$2549.09B RAUM · 2112 reps · (800) 343-1113
Office IT & facilitiesCRMRecruiting & transitions
55
HEITMAN REAL ESTATE SECURITIES LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$2.31B RAUM · 42 reps · 312-855-5700 · heitman.com
Office IT & facilitiesCRMRecruiting & transitions
55
TEACHERS ADVISORS, LLC added office(s): 10 -> 14 additional locations. IAPD ↗
$368.62B RAUM · 321 reps · 212-490-9000
Office IT & facilitiesCRMRecruiting & transitions
55
SAVANT WEALTH MANAGEMENT added office(s): 31 -> 39 additional locations. IAPD ↗
$24.40B RAUM · 185 reps · 815-227-0300 · savantwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
EAGLE GLOBAL ADVISORS LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.94B RAUM · 10 reps · 713-952-3550 · eagleglobal.com
Office IT & facilitiesCRMRecruiting & transitions
55
TRANSAMERICA RETIREMENT ADVISORS, LLC added office(s): 20 -> 53 additional locations. IAPD ↗
$12.68B RAUM · 126 reps · 866-368-0566 · transamerica.com
Office IT & facilitiesCRMRecruiting & transitions
55
PT ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$7.00B RAUM · 14 reps · 312-521-1000 · ptam.com
Office IT & facilitiesCRMRecruiting & transitions
55
GOLDMAN SACHS ASSET MANAGEMENT, L.P. added office(s): 15 -> 16 additional locations. IAPD ↗
$1661.29B RAUM · 801 reps · 212-902-1000 · nextcapital.lightning.force.com
Office IT & facilitiesCRMRecruiting & transitions
55
BOYD WATTERSON ASSET MANAGEMENT, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$17.88B RAUM · 45 reps · 216-771-3450 · boydwatterson.com
Office IT & facilitiesCRMRecruiting & transitions
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC added office(s): 22 -> 25 additional locations. IAPD ↗
$54.69B RAUM · 83 reps · 312-696-6000 · morningstar.com
Office IT & facilitiesCRMRecruiting & transitions
55
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$427.06B RAUM · 411 reps · 800-225-2365 · columbiathreadneedleus.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC added office(s): 5 -> 8 additional locations. IAPD ↗
$3964.39B RAUM · 689 reps · 617-563-7000
Office IT & facilitiesCRMRecruiting & transitions
55
ALLIANCEBERNSTEIN L.P. added office(s): 50 -> 53 additional locations. IAPD ↗
$651.48B RAUM · 829 reps · 615-622-0000
Office IT & facilitiesCRMRecruiting & transitions
55
MIO PARTNERS, INC. added office(s): 2 -> 3 additional locations. IAPD ↗
$47.80B RAUM · 57 reps · 212-203-4000 · miopartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
DAVIS SELECTED ADVISERS LP added office(s): 0 -> 1 additional locations. IAPD ↗
$22.94B RAUM · 11 reps · (800) 279-2279 · davisadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
BRAVE WARRIOR ADVISORS, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$5.24B RAUM · 3 reps · 212-421-9760
Office IT & facilitiesCRMRecruiting & transitions
55
T. ROWE PRICE ADVISORY SERVICES, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$2.56B RAUM · 42 reps · 800-225-5132 · troweprice.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRINCIPAL REAL ESTATE added office(s): 11 -> 15 additional locations. IAPD ↗
$93.91B RAUM · 349 reps · 800-787-1621 · principalcef.com
Office IT & facilitiesCRMRecruiting & transitions
55
CREATIVE FINANCIAL DESIGNS, INC. added office(s): 94 -> 108 additional locations. IAPD ↗
$2.08B RAUM · 152 reps · 765-453-9600 · creativefinancialdesigns.com
Office IT & facilitiesCRMRecruiting & transitions
55
DIMENSION CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$6.20B RAUM · 11 reps · 305-371-2776 · dimensioncapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
GRIMES & COMPANY, INC. added office(s): 13 -> 16 additional locations. IAPD ↗
$4.85B RAUM · 27 reps · 508-366-3883
Office IT & facilitiesCRMRecruiting & transitions
55
FNB WEALTH MANAGEMENT added office(s): 14 -> 15 additional locations. IAPD ↗
$6.34B RAUM · 26 reps · 855-688-0001 · fnb-online.com
Office IT & facilitiesCRMRecruiting & transitions
55
MAI CAPITAL MANAGEMENT, LLC added office(s): 23 -> 26 additional locations. IAPD ↗
$19.71B RAUM · 137 reps · (216) 920-4800 · maiinvest.com
Office IT & facilitiesCRMRecruiting & transitions
55
AAM added office(s): 0 -> 2 additional locations. IAPD ↗
$22.97B RAUM · 30 reps · 312-263-2900
Office IT & facilitiesCRMRecruiting & transitions
55
ARISTOTLE CAPITAL MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$43.67B RAUM · 17 reps · 310-478-4005
Office IT & facilitiesCRMRecruiting & transitions
55
SENTINEL PENSION ADVISORS INC added office(s): 2 -> 12 additional locations. IAPD ↗
$9.01B RAUM · 49 reps · 781-914-1450 · sbgi.com
Office IT & facilitiesCRMRecruiting & transitions
55
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP added office(s): 2 -> 3 additional locations. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
Office IT & facilitiesCRMRecruiting & transitions
55
SLOY, DAHL & HOLST, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.34B RAUM · 5 reps · 503-248-9800 · sdh-inc.com
Office IT & facilitiesCRMRecruiting & transitions
55
J.P. MORGAN PRIVATE INVESTMENTS INC. added office(s): 4 -> 5 additional locations. IAPD ↗
$292.91B RAUM · 75 reps · 212-464-2070 · sixcirclesfunds.com
Office IT & facilitiesCRMRecruiting & transitions
55
SOL CAPITAL MANAGEMENT CO added office(s): 8 -> 9 additional locations. IAPD ↗
$2.66B RAUM · 9 reps · 301-881-3727 · sol-capital.com
Office IT & facilitiesCRMRecruiting & transitions
55
WESTWOOD MANAGEMENT CORP added office(s): 1 -> 2 additional locations. IAPD ↗
$11.92B RAUM · 68 reps · 214-756-6900 · westwoodgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
NWF ADVISORY SERVICES INC added office(s): 37 -> 38 additional locations. IAPD ↗
$3.71B RAUM · 2 reps · 310-475-5854 · nwfadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
55
SECURITIES AMERICA ADVISORS, INC. added office(s): 1469 -> 1477 additional locations. IAPD ↗
$40.42B RAUM · 2025 reps · 402-399-9111 · synfintax.com
Office IT & facilitiesCRMRecruiting & transitions
55
PINNACLE ASSOCIATES, LTD. added office(s): 8 -> 9 additional locations. IAPD ↗
$8.14B RAUM · 29 reps · (212) 652-3200 · pinnacleinsights.org
Office IT & facilitiesCRMRecruiting & transitions
55
EAGLE STRATEGIES LLC added office(s): 828 -> 849 additional locations. IAPD ↗
$20.36B RAUM · 1982 reps · (888) 695-3245
Office IT & facilitiesCRMRecruiting & transitions
55
ACR ALPINE CAPITAL RESEARCH, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$5.62B RAUM · 10 reps · 314-932-7600 · international.acr-investfunds.com
Office IT & facilitiesCRMRecruiting & transitions
55
EP WEALTH ADVISORS added office(s): 33 -> 35 additional locations. IAPD ↗
$22.32B RAUM · 195 reps · 310-543-4559 · epwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
ALLWORTH FINANCIAL, L.P. added office(s): 26 -> 35 additional locations. IAPD ↗
$19.31B RAUM · 156 reps · 916-482-2196 · advisor.allworthfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
CHOREO, LLC added office(s): 31 -> 33 additional locations. IAPD ↗
$16.03B RAUM · 129 reps · 312-702-1680
Office IT & facilitiesCRMRecruiting & transitions
55
COOPER MCMANUS added office(s): 18 -> 22 additional locations. IAPD ↗
$1.58B RAUM · 38 reps · 800-516-5333 · newportinvestors.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADVICEONE ADVISORY SERVICES, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.37B RAUM · 13 reps · 860-659-4900
Office IT & facilitiesCRMRecruiting & transitions
55
APERIO GROUP, LLC added office(s): 0 -> 9 additional locations. IAPD ↗
$80.21B RAUM · 73 reps · 415-339-4300 · aperiogroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
KOSS-OLINGER CONSULTING, LLC. added office(s): 0 -> 1 additional locations. IAPD ↗
$1.87B RAUM · 14 reps · 352-373-3337 · kossolinger.com
Office IT & facilitiesCRMRecruiting & transitions
55
PATRIOT INVESTMENT MANAGEMENT GROUP INC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.53B RAUM · 18 reps · 865-777-2479
Office IT & facilitiesCRMRecruiting & transitions
55
ADVISORS CAPITAL MANAGEMENT, LLC added office(s): 15 -> 22 additional locations. IAPD ↗
$7.44B RAUM · 44 reps · 201-447-3400 · advisorscapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
MORNINGSTAR INVESTMENT SERVICES LLC added office(s): 8 -> 14 additional locations. IAPD ↗
$11.97B RAUM · 41 reps · 312-696-6000 · mp.morningstar.com
Office IT & facilitiesCRMRecruiting & transitions
55
SIGNATUREFD, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$7.25B RAUM · 43 reps · 404-253-7600 · signaturefd.com
Office IT & facilitiesCRMRecruiting & transitions
55
TOWNSEND added office(s): 1 -> 2 additional locations. IAPD ↗
$1.12B RAUM · 13 reps · 303-452-5986
Office IT & facilitiesCRMRecruiting & transitions
55
SPIRE WEALTH MANAGEMENT, LLC added office(s): 45 -> 47 additional locations. IAPD ↗
$4.78B RAUM · 93 reps · 703-657-6060 · levorchickwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
PENSION CONSULTANTS INC added office(s): 1 -> 2 additional locations. IAPD ↗
$4.45B RAUM · 5 reps · 417.889.4918
Office IT & facilitiesCRMRecruiting & transitions
55
CAZ INVESTMENTS L.P. added office(s): 0 -> 1 additional locations. IAPD ↗
$6.40B RAUM · 46 reps · 713-403-8250 · cazinvestments.com
Office IT & facilitiesCRMRecruiting & transitions
55
WAVERLY ADVISORS, LLC added office(s): 12 -> 17 additional locations. IAPD ↗
$10.06B RAUM · 84 reps · 205-871-3334 · waassett.com
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added office(s): 90 -> 105 additional locations. IAPD ↗
$72.02B RAUM · 0 reps · 763-417-1700 · wealthenhancement.com
Office IT & facilitiesCRMRecruiting & transitions
55
CLEARWATER ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$3.80B RAUM · 5 reps · 208-433-1222 · clearwateradvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
MORGAN STANLEY AIP GP LP added office(s): 5 -> 6 additional locations. IAPD ↗
$34.22B RAUM · 150 reps · 610-260-7600 · morganstanley.com
Office IT & facilitiesCRMRecruiting & transitions
55
SEQUOIA FINANCIAL GROUP, L.L.C. added office(s): 17 -> 29 additional locations. IAPD ↗
$17.87B RAUM · 143 reps · 330-375-9480
Office IT & facilitiesCRMRecruiting & transitions
55
SANDERSON WEALTH MANAGEMENT, LLC added office(s): 1 -> 12 additional locations. IAPD ↗
$1.12B RAUM · 13 reps · 716-566-2420 · sandersonllc.com
Office IT & facilitiesCRMRecruiting & transitions
55
SAX WEALTH ADVISORS, LLC added office(s): 3 -> 5 additional locations. IAPD ↗
$1.74B RAUM · 15 reps · 973-859-2199
Office IT & facilitiesCRMRecruiting & transitions
55
GENEOS WEALTH MANAGEMENT, INC. added office(s): 114 -> 116 additional locations. IAPD ↗
$5.16B RAUM · 200 reps · 303-785-8470 · geneoswealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
NEW CENTURY ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$3.95B RAUM · 9 reps · 240-395-0550
Office IT & facilitiesCRMRecruiting & transitions
55
RETIREMENT PLAN ADVISORS, LLC added office(s): 25 -> 26 additional locations. IAPD ↗
$1.47B RAUM · 42 reps · 312-701-1100 · retirementplanadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
SCF INVESTMENT ADVISORS, INC. added office(s): 73 -> 76 additional locations. IAPD ↗
$2.55B RAUM · 135 reps · 800-955-2517
Office IT & facilitiesCRMRecruiting & transitions
55
DIVERSIFIED, LLC added office(s): 6 -> 9 additional locations. IAPD ↗
$1.55B RAUM · 22 reps · 302-765-3500
Office IT & facilitiesCRMRecruiting & transitions
55
FRANK, RIMERMAN ADVISORS LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$2.01B RAUM · 3 reps · 650-845-8100 · frankrimerman.com
Office IT & facilitiesCRMRecruiting & transitions
55
REGAL INVESTMENT ADVISORS LLC added office(s): 75 -> 77 additional locations. IAPD ↗
$2.55B RAUM · 117 reps · 616-224-2204 · regal-lionshare.com
Office IT & facilitiesCRMRecruiting & transitions
55
SOWELL MANAGEMENT added office(s): 55 -> 70 additional locations. IAPD ↗
$3.33B RAUM · 84 reps · 501-219-2434
Office IT & facilitiesCRMRecruiting & transitions
55
TRADITION WEALTH MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.52B RAUM · 23 reps · 952-563-6500 · traditionwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
CARY STREET PARTNERS added office(s): 15 -> 16 additional locations. IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
Office IT & facilitiesCRMRecruiting & transitions
55
BOLTON GLOBAL ASSET MANAGEMENT added office(s): 61 -> 65 additional locations. IAPD ↗
$5.85B RAUM · 115 reps · 978.779.5361 · boltoncapitalgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
CERTUITY, LLC added office(s): 6 -> 12 additional locations. IAPD ↗
$3.96B RAUM · 16 reps · 561-693-3255 · certuity.com
Office IT & facilitiesCRMRecruiting & transitions
55
THE RETIREMENT PLANNING GROUP, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$1.80B RAUM · 19 reps · 913-498-8898
Office IT & facilitiesCRMRecruiting & transitions
55
ORG PORTFOLIO MANAGEMENT LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$5.76B RAUM · 13 reps · 216-468-0055 · orgpm.com
Office IT & facilitiesCRMRecruiting & transitions
55
PERIGON WEALTH MANAGEMENT, LLC added office(s): 36 -> 40 additional locations. IAPD ↗
$6.94B RAUM · 73 reps · (877) 977-2555
Office IT & facilitiesCRMRecruiting & transitions
55
PHILLIPS FINANCIAL added office(s): 0 -> 1 additional locations. IAPD ↗
$2.06B RAUM · 16 reps · 260-420-7732
Office IT & facilitiesCRMRecruiting & transitions
55
CLIFFWATER LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$26.71B RAUM · 76 reps · 310-448-5000 · cliffwater.com
Office IT & facilitiesCRMRecruiting & transitions
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. added office(s): 2023 -> 2192 additional locations. IAPD ↗
$87.37B RAUM · 3274 reps · 641-472-5100 · iheart.com
Office IT & facilitiesCRMRecruiting & transitions
55
UNITED CAPITAL FINANCIAL ADVISORS added office(s): 46 -> 47 additional locations. IAPD ↗
$17.69B RAUM · 147 reps · 972-822-2055 · yourmoneymind.finlife.com
Office IT & facilitiesCRMRecruiting & transitions
55
LOCUST WOOD CAPITAL ADVISERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$2.76B RAUM · 5 reps · 212-354-5404 · locustwood.com
Office IT & facilitiesCRMRecruiting & transitions
55
M FINANCIAL ASSET MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$1.30B RAUM · 5 reps · 503-232-6960 · mfinwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
PYA WALTMAN CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.03B RAUM · 9 reps · 865-693-6301
Office IT & facilitiesCRMRecruiting & transitions
55
FOUNDERS FINANCIAL SECURITIES, LLC added office(s): 63 -> 65 additional locations. IAPD ↗
$2.91B RAUM · 97 reps · 410-308-9988 · weinbergfinancialadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
55
NAVY FEDERAL INVESTMENT SERVICES, LLC added office(s): 67 -> 70 additional locations. IAPD ↗
$1.47B RAUM · 110 reps · 703-206-1517 · navyfederal.org
Office IT & facilitiesCRMRecruiting & transitions
55
PARALLEL ADVISORS, LLC added office(s): 12 -> 13 additional locations. IAPD ↗
$7.08B RAUM · 56 reps · 866-627-6984
Office IT & facilitiesCRMRecruiting & transitions
55
BULLTICK WEALTH MANAGEMENT, LLC added office(s): 1 -> 7 additional locations. IAPD ↗
$2.59B RAUM · 20 reps · 305-533-1541 · bulltick.com
Office IT & facilitiesCRMRecruiting & transitions
55
BUCKINGHAM STRATEGIC WEALTH, LLC added office(s): 48 -> 55 additional locations. IAPD ↗
$27.03B RAUM · 312 reps · 314-725-0455 · buckinghamstrategic.com
Office IT & facilitiesCRMRecruiting & transitions
55
MIRACLE MILE ADVISORS, LLC added office(s): 3 -> 5 additional locations. IAPD ↗
$4.90B RAUM · 41 reps · (310) 246-1243
Office IT & facilitiesCRMRecruiting & transitions
55
CALAMOS WEALTH MANAGEMENT LLC added office(s): 4 -> 8 additional locations. IAPD ↗
$3.33B RAUM · 33 reps · 630.245.7200
Office IT & facilitiesCRMRecruiting & transitions
55
BENEFIT FINANCIAL SERVICES GROUP added office(s): 1 -> 4 additional locations. IAPD ↗
$1.15B RAUM · 26 reps · 949-955-2552 · bfsg-az.com
Office IT & facilitiesCRMRecruiting & transitions
55
HECK CAPITAL ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$6.66B RAUM · 16 reps · 715-361-1500
Office IT & facilitiesCRMRecruiting & transitions
55
ROYAL FUND MANAGEMENT, LLC added office(s): 81 -> 82 additional locations. IAPD ↗
$1.36B RAUM · 83 reps · 352-750-1637 · 401kmaneuver.com
Office IT & facilitiesCRMRecruiting & transitions
55
HOLLOW BROOK WEALTH MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.05B RAUM · 6 reps · 212-364-1848 · hollowbrookllc.com
Office IT & facilitiesCRMRecruiting & transitions
55
SENDERO WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$5.22B RAUM · 14 reps · 210-805-0171 · sendero.com
Office IT & facilitiesCRMRecruiting & transitions
55
FORUM FINANCIAL MANAGEMENT, LP added office(s): 43 -> 48 additional locations. IAPD ↗
$8.53B RAUM · 89 reps · (630) 873-8520 · forumfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
GALLAGHER FIDUCIARY ADVISORS, LLC added office(s): 25 -> 45 additional locations. IAPD ↗
$10.24B RAUM · 160 reps · 212-918-9685 · ajg.com
Office IT & facilitiesCRMRecruiting & transitions
55
REDHAWK WEALTH ADVISORS, INC. added office(s): 37 -> 38 additional locations. IAPD ↗
$1.82B RAUM · 47 reps · 952-835-4295
Office IT & facilitiesCRMRecruiting & transitions
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED added office(s): 87 -> 89 additional locations. IAPD ↗
$13.16B RAUM · 422 reps · 314-726-1600
Office IT & facilitiesCRMRecruiting & transitions
55
MERCER GLOBAL ADVISORS INC. added office(s): 80 -> 83 additional locations. IAPD ↗
$45.35B RAUM · 727 reps · (888) 885-8101
Office IT & facilitiesCRMRecruiting & transitions
55
KINGSVIEW WEALTH MANAGEMENT, LLC added office(s): 27 -> 46 additional locations. IAPD ↗
$4.85B RAUM · 85 reps · 312-870-6701
Office IT & facilitiesCRMRecruiting & transitions
55
AVIOR WEALTH MANAGEMENT, LLC added office(s): 10 -> 12 additional locations. IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
Office IT & facilitiesCRMRecruiting & transitions
55
KRILOGY added office(s): 3 -> 4 additional locations. IAPD ↗
$2.51B RAUM · 49 reps · 314-884-2800 · krilogy.com
Office IT & facilitiesCRMRecruiting & transitions
55
EVERMAY WEALTH MANAGEMENT, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
Office IT & facilitiesCRMRecruiting & transitions
55
BIENVILLE CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$3.30B RAUM · 16 reps · (212) 226-7348 · bienvillecapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
NB ALTERNATIVES ADVISERS LLC added office(s): 8 -> 12 additional locations. IAPD ↗
$118.04B RAUM · 187 reps · 214-647-9500
Office IT & facilitiesCRMRecruiting & transitions
55
ARTISAN PARTNERS LIMITED PARTNERSHIP added office(s): 15 -> 17 additional locations. IAPD ↗
$151.33B RAUM · 121 reps · 414-390-6100 · artisanpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
HHM WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.07B RAUM · 12 reps · 423-826-1670
Office IT & facilitiesCRMRecruiting & transitions
55
MERIDIAN WEALTH MANAGEMENT, LLC added office(s): 10 -> 11 additional locations. IAPD ↗
$2.91B RAUM · 29 reps · 859-543-4516
Office IT & facilitiesCRMRecruiting & transitions
55
CERITY PARTNERS LLC added office(s): 29 -> 42 additional locations. IAPD ↗
$80.57B RAUM · 704 reps · 212-850-4260 · ceritypartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
EMPIRICAL WEALTH MANAGEMENT added office(s): 12 -> 14 additional locations. IAPD ↗
$5.53B RAUM · 59 reps · 206-923-3474
Office IT & facilitiesCRMRecruiting & transitions
55
SOUTHSTATE ADVISORY, INC. added office(s): 7 -> 8 additional locations. IAPD ↗
$3.42B RAUM · 10 reps · 803-231-3492 · southstatebank.com
Office IT & facilitiesCRMRecruiting & transitions
55
INVESCO MANAGED ACCOUNTS, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$17.54B RAUM · 29 reps · 1-866-769-2773 · snwam.com
Office IT & facilitiesCRMRecruiting & transitions
55
THE MATHER GROUP, LLC added office(s): 60 -> 62 additional locations. IAPD ↗
$10.51B RAUM · 81 reps · 630-537-1078 · themathergroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
PROSPERITY CAPITAL ADVISORS added office(s): 26 -> 37 additional locations. IAPD ↗
$2.25B RAUM · 104 reps · 888-240-0064
Office IT & facilitiesCRMRecruiting & transitions
55
ZEGA FINANCIAL, LLC added office(s): 1 -> 5 additional locations. IAPD ↗
$2.61B RAUM · 14 reps · 800-380-9342
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMIT GLOBAL INVESTMENTS, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$2.03B RAUM · 15 reps · 888-251-4847 · sgiam.com
Office IT & facilitiesCRMRecruiting & transitions
55
SNOWDEN CAPITAL ADVISORS LLC added office(s): 12 -> 15 additional locations. IAPD ↗
$5.93B RAUM · 98 reps · 646-218-9760 · snowdenlane.com
Office IT & facilitiesCRMRecruiting & transitions
55
CLOCKTOWER GROUP, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗
$1.72B RAUM · 17 reps · (310) 458-2003 · clocktowerventures.com
Office IT & facilitiesCRMRecruiting & transitions
55
JAG CAPITAL MANAGEMENT LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$1.55B RAUM · 16 reps · 314-997-1277
Office IT & facilitiesCRMRecruiting & transitions
55
THE COLONY GROUP, LLC added office(s): 20 -> 25 additional locations. IAPD ↗
$21.47B RAUM · 255 reps · 617-723-8200 · bredeinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
55
THREE BELL CAPITAL LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$3.25B RAUM · 12 reps · 650-843-9836
Office IT & facilitiesCRMRecruiting & transitions
55
DELEGATE ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.03B RAUM · 13 reps · 919-932-8400 · delegateadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
CAPITAL ANALYSTS added office(s): 274 -> 277 additional locations. IAPD ↗
$7.10B RAUM · 704 reps · 800-242-1421 · lincolninvestment.com
Office IT & facilitiesCRMRecruiting & transitions
55
AXXCESS WEALTH MANAGEMENT, LLC added office(s): 27 -> 28 additional locations. IAPD ↗
$6.47B RAUM · 44 reps · (858) 217-5347 · axxcesswealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
THE PINNACLE FINANCIAL GROUP added office(s): 8 -> 9 additional locations. IAPD ↗
$1.20B RAUM · 37 reps · 516-763-9700 · mckennafinancialplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
ARBOR POINT ADVISORS added office(s): 138 -> 147 additional locations. IAPD ↗
$6.93B RAUM · 208 reps · 888-777-1992 · riverrockwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
STEELPEAK WEALTH, LLC added office(s): 6 -> 9 additional locations. IAPD ↗
$2.54B RAUM · 28 reps · (818) 835-8720 · steelpeak.com
Office IT & facilitiesCRMRecruiting & transitions
55
BISON WEALTH, LLC added office(s): 22 -> 23 additional locations. IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
NORTHWEST FINANCIAL ADVISORS LLC added office(s): 10 -> 11 additional locations. IAPD ↗
$1.65B RAUM · 33 reps · 703-810-1072 · nwfllc.com
Office IT & facilitiesCRMRecruiting & transitions
55
DISCIPLINA CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$2.28B RAUM · 5 reps · 615-490-6007
Office IT & facilitiesCRMRecruiting & transitions
55
APTUS CAPITAL ADVISORS, LLC added office(s): 8 -> 13 additional locations. IAPD ↗
$5.29B RAUM · 16 reps · 251-517-7198 · aptusetfs.com
Office IT & facilitiesCRMRecruiting & transitions
55
MUTUAL ADVISORS, LLC added office(s): 71 -> 75 additional locations. IAPD ↗
$6.95B RAUM · 132 reps · 307-439-6357
Office IT & facilitiesCRMRecruiting & transitions
55
IFG ADVISORY, LLC added office(s): 42 -> 64 additional locations. IAPD ↗
$3.25B RAUM · 75 reps · 770-353-6331
Office IT & facilitiesCRMRecruiting & transitions
55
RMR WEALTH BUILDERS, INC. added office(s): 22 -> 24 additional locations. IAPD ↗
$1.70B RAUM · 43 reps · (201) 836-2460
Office IT & facilitiesCRMRecruiting & transitions
55
FOURSTAR WEALTH ADVISORS, LLC added office(s): 22 -> 25 additional locations. IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
Office IT & facilitiesCRMRecruiting & transitions
55
CLEAR CREEK FINANCIAL MANAGEMENT, LLC added office(s): 20 -> 24 additional locations. IAPD ↗
$1.18B RAUM · 35 reps · (360) 308-8239 · jackthomasfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
OSAIC ADVISORY SERVICES, LLC added office(s): 56 -> 155 additional locations. IAPD ↗
$4.94B RAUM · 141 reps · 866-580-8219 · servetwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
JOHNSON BRUNETTI added office(s): 9 -> 10 additional locations. IAPD ↗
$1.58B RAUM · 31 reps · 860-372-4800 · retire.johnsonbrunetti.com
Office IT & facilitiesCRMRecruiting & transitions
55
COMPOUND PLANNING added office(s): 0 -> 40 additional locations. IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · thomasadvisoryservices.com
Office IT & facilitiesCRMRecruiting & transitions
55
GOOD LIFE ADVISORS, LLC added office(s): 49 -> 52 additional locations. IAPD ↗
$2.90B RAUM · 100 reps · 610-898-6927 · templeton-cornerstonecolumbia.com
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTHCARE ADVISORY PARTNERS LLC added office(s): 65 -> 69 additional locations. IAPD ↗
$4.54B RAUM · 145 reps · 804.644.4711 · birdseyewealthplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
ARISTOTLE CAPITAL BOSTON, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$3.33B RAUM · 6 reps · 617-274-3700
Office IT & facilitiesCRMRecruiting & transitions
55
PFG ADVISORS added office(s): 129 -> 131 additional locations. IAPD ↗
$2.33B RAUM · 99 reps · (800) 405-8850 · davisfm.com
Office IT & facilitiesCRMRecruiting & transitions
55
ALPHACORE CAPITAL LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$2.44B RAUM · 23 reps · 858-875-4100
Office IT & facilitiesCRMRecruiting & transitions
55
IFAM CAPITAL added office(s): 2 -> 3 additional locations. IAPD ↗
$1.71B RAUM · 6 reps · 970-530-5021
Office IT & facilitiesCRMRecruiting & transitions
55
SANCTUARY ADVISORS, LLC added office(s): 80 -> 83 additional locations. IAPD ↗
$22.02B RAUM · 309 reps · 317-975-7729
Office IT & facilitiesCRMRecruiting & transitions
55
GLADSTONE WEALTH PARTNERS added office(s): 42 -> 43 additional locations. IAPD ↗
$4.00B RAUM · 104 reps · (908)-719-1313
Office IT & facilitiesCRMRecruiting & transitions
55
PARABELLUM CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.45B RAUM · 12 reps · 212-726-2640
Office IT & facilitiesCRMRecruiting & transitions
55
PROFICIO CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$3.42B RAUM · 11 reps · 617-340-8425 · proficiocap.com
Office IT & facilitiesCRMRecruiting & transitions
55
TRILOGY CAPITAL, INC. added office(s): 11 -> 13 additional locations. IAPD ↗
$1.89B RAUM · 75 reps · 714-843-9977 · trilogyfs.com
Office IT & facilitiesCRMRecruiting & transitions
55
3EDGE ASSET MANAGEMENT, LP added office(s): 2 -> 4 additional locations. IAPD ↗
$1.33B RAUM · 12 reps · 844-903-3343
Office IT & facilitiesCRMRecruiting & transitions
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 10 -> 13 additional locations. IAPD ↗
$11.29B RAUM · 52 reps · 312-334-7300
Office IT & facilitiesCRMRecruiting & transitions
55
TRANSFORM WEALTH, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$2.51B RAUM · 16 reps · 303-741-2560 · transformwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
GQG PARTNERS added office(s): 2 -> 3 additional locations. IAPD ↗
$120.57B RAUM · 24 reps · 754-218-5500 · gqg.com
Office IT & facilitiesCRMRecruiting & transitions
55
NICOLET WEALTH MANAGEMENT added office(s): 8 -> 9 additional locations. IAPD ↗
$3.67B RAUM · 30 reps · 920-430-1400 · nicoletbank.com
Office IT & facilitiesCRMRecruiting & transitions
55
INTEGRATED WEALTH CONCEPTS LLC added office(s): 57 -> 120 additional locations. IAPD ↗
$12.39B RAUM · 423 reps · (781) 890-3045 · reserveinvestments.com
Office IT & facilitiesCRMRecruiting & transitions
55
STRATEGIC BLUEPRINT, LLC added office(s): 25 -> 27 additional locations. IAPD ↗
$2.17B RAUM · 54 reps · 678-954-4130 · strategicblueprint.net
Office IT & facilitiesCRMRecruiting & transitions
55
THE FIDUCIARY ALLIANCE added office(s): 12 -> 13 additional locations. IAPD ↗
$1.23B RAUM · 28 reps · 864-385-7999
Office IT & facilitiesCRMRecruiting & transitions
55
CALVERT RESEARCH AND MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$38.42B RAUM · 204 reps · 800-368-2745
Office IT & facilitiesCRMRecruiting & transitions
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT added office(s): 5 -> 6 additional locations. IAPD ↗
$4.35B RAUM · 4 reps · 510-462-5230
Office IT & facilitiesCRMRecruiting & transitions
55
ARISTOTLE ATLANTIC PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$2.88B RAUM · 5 reps · 212-652-4150 · aristotlecap.com
Office IT & facilitiesCRMRecruiting & transitions
55
CBIZ INVESTMENT ADVISORY SERVICES, LLC added office(s): 16 -> 20 additional locations. IAPD ↗
$8.86B RAUM · 86 reps · 216-447-9000
Office IT & facilitiesCRMRecruiting & transitions
55
STRATEGIC GLOBAL ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$2.77B RAUM · 11 reps · 949-706-2640 · sgadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
CRESTWOOD ADVISORS added office(s): 3 -> 4 additional locations. IAPD ↗
$5.69B RAUM · 46 reps · 617-523-8880 · crestwoodadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
EVERSOURCE WEALTH ADVISORS, LLC added office(s): 17 -> 19 additional locations. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515
Office IT & facilitiesCRMRecruiting & transitions
55
PERENNIAL FINANCIAL SERVICES added office(s): 9 -> 10 additional locations. IAPD ↗
$1.48B RAUM · 32 reps · 310-445-2504
Office IT & facilitiesCRMRecruiting & transitions
55
JORDAN PARK GROUP LLC added office(s): 2 -> 5 additional locations. IAPD ↗
$15.41B RAUM · 86 reps · (415) 417-3000 · jordanpark.com
Office IT & facilitiesCRMRecruiting & transitions
55
BORDEAUX WEALTH ADVISORS added office(s): 2 -> 3 additional locations. IAPD ↗
$4.44B RAUM · 26 reps · 650-289-1105
Office IT & facilitiesCRMRecruiting & transitions
55
ALERA INVESTMENT ADVISORS, LLC added office(s): 10 -> 11 additional locations. IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000
Office IT & facilitiesCRMRecruiting & transitions
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$4.02B RAUM · 16 reps · 317-975-5033 · shepherdfin.com
Office IT & facilitiesCRMRecruiting & transitions
55
KINGSWOOD WEALTH ADVISORS, LLC added office(s): 7 -> 43 additional locations. IAPD ↗
$1.04B RAUM · 73 reps · 800-535-6981 · kingswoodus.com
Office IT & facilitiesCRMRecruiting & transitions
55
VALLEY WEALTH STRATEGIES, LLC added office(s): 20 -> 21 additional locations. IAPD ↗
$1.02B RAUM · 25 reps · (209) 366-1264 · valleywealthstrategies.com
Office IT & facilitiesCRMRecruiting & transitions
55
LGL PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.20B RAUM · 22 reps · 610-545-6100
Office IT & facilitiesCRMRecruiting & transitions
55
ROBERTSON STEPHENS added office(s): 18 -> 23 additional locations. IAPD ↗
$4.93B RAUM · 51 reps · 415-500-6810 · rscapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. added office(s): 2 -> 5 additional locations. IAPD ↗
$1.87B RAUM · 0 reps · 816-531-5575 · investor.pershing.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROCKEFELLER CAPITAL MANAGEMENT added office(s): 39 -> 54 additional locations. IAPD ↗
$51.82B RAUM · 573 reps · 212-549-5100
Office IT & facilitiesCRMRecruiting & transitions
55
ROCKEFELLER CAPITAL MANAGEMENT added office(s): 15 -> 16 additional locations. IAPD ↗
$27.37B RAUM · 161 reps · 212-549-5100
Office IT & facilitiesCRMRecruiting & transitions
55
ADERO PARTNERS, LLC added office(s): 22 -> 24 additional locations. IAPD ↗
$4.04B RAUM · 25 reps · 650-252-0550
Office IT & facilitiesCRMRecruiting & transitions
55
DAKOTA WEALTH, LLC added office(s): 17 -> 21 additional locations. IAPD ↗
$5.33B RAUM · 54 reps · (561) 774-8101 · persimmoncapitalmanagement.sharefile.com
Office IT & facilitiesCRMRecruiting & transitions
55
MAG CAP added office(s): 4 -> 5 additional locations. IAPD ↗
$1.15B RAUM · 13 reps · 601-362-5872
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMIT FINANCIAL, LLC added office(s): 34 -> 40 additional locations. IAPD ↗
$8.02B RAUM · 73 reps · 973-285-3600 · summitfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
EASTERLY INVESTMENT PARTNERS LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$2.81B RAUM · 14 reps · 617-231-4300 · easterlyam.com
Office IT & facilitiesCRMRecruiting & transitions
55
SIMPLICITY WEALTH added office(s): 35 -> 52 additional locations. IAPD ↗
$3.17B RAUM · 159 reps · 844-220-8326 · augusthvelten.com
Office IT & facilitiesCRMRecruiting & transitions
55
CH INVESTMENT PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$5.10B RAUM · 24 reps · 214-661-8333
Office IT & facilitiesCRMRecruiting & transitions
55
IEQ CAPITAL, LLC added office(s): 7 -> 9 additional locations. IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC added office(s): 20 -> 24 additional locations. IAPD ↗
$3.93B RAUM · 84 reps · 617-563-7000
Office IT & facilitiesCRMRecruiting & transitions
55
F/M INVESTMENTS LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$5.88B RAUM · 8 reps · 202-839-4910 · genoaam.com
Office IT & facilitiesCRMRecruiting & transitions
55
THRIVENT ADVISOR NETWORK, LLC added office(s): 34 -> 37 additional locations. IAPD ↗
$6.16B RAUM · 164 reps · (612) 844-8444
Office IT & facilitiesCRMRecruiting & transitions
55
THE AMERIFLEX GROUP added office(s): 53 -> 81 additional locations. IAPD ↗
$6.52B RAUM · 149 reps · (702) 987-9730 · theameriflexgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
ALIYA CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.00B RAUM · 7 reps · 305 831 4999
Office IT & facilitiesCRMRecruiting & transitions
55
CYNDEO WEALTH PARTNERS added office(s): 2 -> 3 additional locations. IAPD ↗
$2.00B RAUM · 10 reps · (727) 472-3700
Office IT & facilitiesCRMRecruiting & transitions
55
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY added office(s): 25 -> 26 additional locations. IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
Office IT & facilitiesCRMRecruiting & transitions
55
BERGER FINANCIAL GROUP added office(s): 6 -> 9 additional locations. IAPD ↗
$1.66B RAUM · 52 reps · 763-746-2666 · indfinco.com
Office IT & facilitiesCRMRecruiting & transitions
55
UX WEALTH PARTNERS LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$1.50B RAUM · 4 reps · 720-797-8357
Office IT & facilitiesCRMRecruiting & transitions
55
PALLAS CAPITAL ADVISORS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$2.97B RAUM · 24 reps · (781) 971-5052 · pallascapitaladvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
INTEROCEAN CAPITAL added office(s): 2 -> 3 additional locations. IAPD ↗
$5.81B RAUM · 30 reps · 312-648-1720 · focusfinancialpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
CW ADVISORS, LLC added office(s): 10 -> 12 additional locations. IAPD ↗
$6.92B RAUM · 38 reps · (617) 428-7600
Office IT & facilitiesCRMRecruiting & transitions
55
NAVITER WEALTH, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.28B RAUM · 10 reps · (501) 333-9800 · naviterwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
GROVE POINT ADVISORS, LLC added office(s): 208 -> 224 additional locations. IAPD ↗
$2.36B RAUM · 322 reps · 301-944-5900
Office IT & facilitiesCRMRecruiting & transitions
55
STONEGATE INVESTMENT GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$4.65B RAUM · 11 reps · (205) 963-0840 · stonegateig.com
Office IT & facilitiesCRMRecruiting & transitions
55
BADGLEY PHELPS WEALTH MANAGERS added office(s): 2 -> 3 additional locations. IAPD ↗
$5.13B RAUM · 22 reps · 206-623-6172
Office IT & facilitiesCRMRecruiting & transitions
55
NILSINE PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.24B RAUM · 10 reps · 303-529-5800 · link.edgepilot.com
Office IT & facilitiesCRMRecruiting & transitions
55
CERCANO MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$10.48B RAUM · 33 reps · 425-371-7500 · cercanolp.com
Office IT & facilitiesCRMRecruiting & transitions
55
LXG WEALTH ADVISORY LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.45B RAUM · 7 reps · 305-456-7645
Office IT & facilitiesCRMRecruiting & transitions
55
HIGHPOINT PLANNING PARTNERS added office(s): 66 -> 67 additional locations. IAPD ↗
$3.00B RAUM · 94 reps · 630-719-9222
Office IT & facilitiesCRMRecruiting & transitions
55
CORIENT added office(s): 33 -> 42 additional locations. IAPD ↗
$118.19B RAUM · 476 reps · (305) 735-2020 · corient.com
Office IT & facilitiesCRMRecruiting & transitions
55
ICON WEALTH PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$1.91B RAUM · 15 reps · 713-904-5020
Office IT & facilitiesCRMRecruiting & transitions
55
TITLEIST ASSET MANAGEMENT, LLC added office(s): 8 -> 10 additional locations. IAPD ↗
$1.40B RAUM · 18 reps · 210-826-2424 · tamgmt.com
Office IT & facilitiesCRMRecruiting & transitions
55
MODERN WEALTH MANAGEMENT, LLC added office(s): 6 -> 9 additional locations. IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000
Office IT & facilitiesCRMRecruiting & transitions
55
SAPIENT CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$9.28B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
QUOTIENT WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$3.12B RAUM · 21 reps · (972) 807-0003
Office IT & facilitiesCRMRecruiting & transitions
55
STONEBRIDGE FINANCIAL GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
Office IT & facilitiesCRMRecruiting & transitions
53
ONEAMERICA SECURITIES, INC. added office(s): 107 -> 127 additional locations. IAPD ↗
$264.4M RAUM · 282 reps · 877-285-3863 · oneamericasecurities.com
Office IT & facilitiesCRMRecruiting & transitions
53
ASHTON THOMAS SECURITIES, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$409.1M RAUM · 20 reps · 585-424-1234 · excelsecurities.com
Office IT & facilitiesCRMRecruiting & transitions
53
G. A. REPPLE & COMPANY added office(s): 22 -> 23 additional locations. IAPD ↗
$612.9M RAUM · 58 reps · 407-339-9090 · garepple.com
Office IT & facilitiesCRMRecruiting & transitions
53
ALLIANCE ADVISORY & SECURITIES, LLC added office(s): 2 -> 6 additional locations. IAPD ↗
$608.4M RAUM · 16 reps · 805-371-8020 · allianceadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
53
CHAPIN DAVIS ASSET MANAGEMENT added office(s): 3 -> 9 additional locations. IAPD ↗
$417.4M RAUM · 30 reps · 410-435-3200 · chapindavis.com
Office IT & facilitiesCRMRecruiting & transitions
53
COKER & PALMER added office(s): 2 -> 4 additional locations. IAPD ↗
$791.5M RAUM · 10 reps · 601-354-0860 · cokerpalmer.com
Office IT & facilitiesCRMRecruiting & transitions
53
TOBIAS FINANCIAL ADVISORS added office(s): 0 -> 2 additional locations. IAPD ↗
$756.2M RAUM · 8 reps · 954-424-1660
Office IT & facilitiesCRMRecruiting & transitions
53
MPM WEALTH ADVISORS added office(s): 11 -> 12 additional locations. IAPD ↗
$795.0M RAUM · 20 reps · 419-861-1400
Office IT & facilitiesCRMRecruiting & transitions
53
SANTORI & PETERS added office(s): 1 -> 2 additional locations. IAPD ↗
$330.3M RAUM · 4 reps · 412-373-6904
Office IT & facilitiesCRMRecruiting & transitions
53
TRUSTMONT ADVISORY GROUP, INC. added office(s): 47 -> 50 additional locations. IAPD ↗
$919.4M RAUM · 60 reps · 724-468-5665
Office IT & facilitiesCRMRecruiting & transitions
53
COMPASS WEALTH MANAGEMENT LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$542.1M RAUM · 4 reps · 203-453-7000 · compasswealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
ELDRIDGE INVESTMENT ADVISORS INC added office(s): 0 -> 1 additional locations. IAPD ↗
$735.3M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
Office IT & facilitiesCRMRecruiting & transitions
53
SNYDER WEALTH GROUP added office(s): 6 -> 7 additional locations. IAPD ↗
$345.5M RAUM · 5 reps · 631-289-4224
Office IT & facilitiesCRMRecruiting & transitions
53
HOLDERNESS INVESTMENTS CO added office(s): 1 -> 3 additional locations. IAPD ↗
$510.8M RAUM · 4 reps · 336-574-1400 · holdernessinvestments.com
Office IT & facilitiesCRMRecruiting & transitions
53
WHITENER CAPITAL MANAGEMENT, INC added office(s): 1 -> 2 additional locations. IAPD ↗
$409.2M RAUM · 5 reps · 252-972-8909
Office IT & facilitiesCRMRecruiting & transitions
53
HAMEL ASSOCIATES,INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$489.3M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
Office IT & facilitiesCRMRecruiting & transitions
53
PETRA FINANCIAL ADVISORS INC added office(s): 1 -> 2 additional locations. IAPD ↗
$357.2M RAUM · 8 reps · 719-636-9000 · lighthousefinancialllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
WILLIAM MACK & ASSOCIATES INC added office(s): 19 -> 24 additional locations. IAPD ↗
$754.8M RAUM · 7 reps · 248-643-4310 · wmack.com
Office IT & facilitiesCRMRecruiting & transitions
53
J.W.BURNS & COMPANY, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$801.9M RAUM · 5 reps · 315-449-1341 · jwburns.com
Office IT & facilitiesCRMRecruiting & transitions
53
HANSON & DOREMUS INVESTMENT MANAGEMENT added office(s): 0 -> 8 additional locations. IAPD ↗
$736.7M RAUM · 11 reps · 802-658-2668
Office IT & facilitiesCRMRecruiting & transitions
53
THE ADVISORY GROUP OF SAN FRANCISCO, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$831.4M RAUM · 4 reps · 415-977-1200 · advisorygroupsf.com
Office IT & facilitiesCRMRecruiting & transitions
53
BROADMARK ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$311.1M RAUM · 4 reps · 415-925-4970 · broadmarkasset.com
Office IT & facilitiesCRMRecruiting & transitions
53
CHAPEL HILL INVESTMENT ANALYSTS INC added office(s): 0 -> 1 additional locations. IAPD ↗
$323.2M RAUM · 3 reps · (724)830-2600 · chapelhillinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
53
BEAM WEALTH ADVISORS, INC. added office(s): 14 -> 20 additional locations. IAPD ↗
$577.4M RAUM · 17 reps · 985-893-1440
Office IT & facilitiesCRMRecruiting & transitions
53
LOWERY THOMAS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$289.2M RAUM · 3 reps · 831-230-6380 · lowerythomas.com
Office IT & facilitiesCRMRecruiting & transitions
53
DENALI ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$493.4M RAUM · 11 reps · 858-558-3600 · denaliadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
BEECH HILL ADVISORS, INC added office(s): 3 -> 4 additional locations. IAPD ↗
$313.1M RAUM · 7 reps · 212-350-7250 · bh-adv.com
Office IT & facilitiesCRMRecruiting & transitions
53
ARBOR CAPITAL MANAGEMENT INC added office(s): 5 -> 6 additional locations. IAPD ↗
$322.9M RAUM · 7 reps · 907-222-7581
Office IT & facilitiesCRMRecruiting & transitions
53
STERNECK CAPITAL MANAGEMENT LLC added office(s): 3 -> 6 additional locations. IAPD ↗
$254.6M RAUM · 5 reps · 816-531-2254 · sterneckcapital.com
Office IT & facilitiesCRMRecruiting & transitions
53
MORLING FINANCIAL ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$607.0M RAUM · 12 reps · 844-667-5464 · morlingadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
NOVAK & POWELL FINANCIAL SERVICES, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$305.9M RAUM · 8 reps · 727-451-3440 · novakpowell.com
Office IT & facilitiesCRMRecruiting & transitions
53
PARSONS CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$660.9M RAUM · 2 reps · 908-730-0011 · parsonscapitalmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
THE GOFF FINANCIAL GROUP added office(s): 1 -> 4 additional locations. IAPD ↗
$500.9M RAUM · 4 reps · 713-850-8900 · matthewgoff.com
Office IT & facilitiesCRMRecruiting & transitions
53
MILLENNIUM ADVISORY SERVICES, INC. added office(s): 0 -> 4 additional locations. IAPD ↗
$707.5M RAUM · 18 reps · 804-346-1040 · mas-edu.com
Office IT & facilitiesCRMRecruiting & transitions
53
HARMONY ASSET MANAGEMENT LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$356.2M RAUM · 8 reps · 480-314-5967
Office IT & facilitiesCRMRecruiting & transitions
53
PLAN GROUP FINANCIAL, INC. added office(s): 7 -> 8 additional locations. IAPD ↗
$285.5M RAUM · 14 reps · 405-848-1099 · plangroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
SYNERGY ASSET MANAGEMENT, LLC added office(s): 3 -> 6 additional locations. IAPD ↗
$810.2M RAUM · 6 reps · 206-386-5455 · advisorempowerment.com
Office IT & facilitiesCRMRecruiting & transitions
53
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$286.7M RAUM · 5 reps · 847-247-8959
Office IT & facilitiesCRMRecruiting & transitions
53
LOUNTZIS ASSET MANAGEMENT, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$504.5M RAUM · 3 reps · (610) 375-2585 · lountzis.com
Office IT & facilitiesCRMRecruiting & transitions
53
FINANCIAL & TAX ARCHITECTS, LLC added office(s): 7 -> 16 additional locations. IAPD ↗
$378.9M RAUM · 25 reps · 314-858-1122 · fta-ria.com
Office IT & facilitiesCRMRecruiting & transitions
53
PAUL WINKLER, INC. added office(s): 10 -> 11 additional locations. IAPD ↗
$284.0M RAUM · 13 reps · 615-851-1950
Office IT & facilitiesCRMRecruiting & transitions
53
GLASS JACOBSON WEALTH ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$817.3M RAUM · 19 reps · 410-356-1000 · google.com
Office IT & facilitiesCRMRecruiting & transitions
53
SC&H WEALTH added office(s): 3 -> 4 additional locations. IAPD ↗
$908.9M RAUM · 14 reps · 410-403-1500
Office IT & facilitiesCRMRecruiting & transitions
53
RIDGEWOOD INVESTMENTS added office(s): 1 -> 2 additional locations. IAPD ↗
$325.7M RAUM · 6 reps · 973-544-6970 · dividendgrowthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
53
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$571.8M RAUM · 8 reps · 317-552-0505
Office IT & facilitiesCRMRecruiting & transitions
53
SENTINEL WEALTH MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$308.5M RAUM · 2 reps · 703-787-5770 · sentinelwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
CARMEL CAPITAL PARTNERS, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$333.3M RAUM · 6 reps · 858-457-7544 · carmelcap.com
Office IT & facilitiesCRMRecruiting & transitions
53
PRESTIGE WEALTH MANAGEMENT GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$498.5M RAUM · 4 reps · 908-782-0001
Office IT & facilitiesCRMRecruiting & transitions
53
HOPWOOD FINANCIAL SERVICES, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$548.1M RAUM · 6 reps · 703-787-0008 · hopwoodfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
OAKMONT CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$528.4M RAUM · 7 reps · (412) 828-5550 · oakmontcap.com
Office IT & facilitiesCRMRecruiting & transitions
53
HOMAN WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$271.1M RAUM · 4 reps · 402-763-6401 · homanwealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
PARK PIEDMONT ADVISORS LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$862.0M RAUM · 7 reps · 312-722-6760
Office IT & facilitiesCRMRecruiting & transitions
53
FOREST HILL CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$258.2M RAUM · 4 reps · 501-663-4491 · foresthillcap.com
Office IT & facilitiesCRMRecruiting & transitions
53
ABG CONSULTANTS added office(s): 1 -> 3 additional locations. IAPD ↗
$511.9M RAUM · 3 reps · 801-486-5069 · consultabg.com
Office IT & facilitiesCRMRecruiting & transitions
53
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$360.5M RAUM · 3 reps · 310-806-4200 · salempartners.com
Office IT & facilitiesCRMRecruiting & transitions
53
CURRAN WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$633.3M RAUM · 10 reps · 518-391-4200
Office IT & facilitiesCRMRecruiting & transitions
53
PROSTATIS FINANCIAL ADVISORS GROUP added office(s): 7 -> 8 additional locations. IAPD ↗
$405.0M RAUM · 14 reps · 410-863-1040
Office IT & facilitiesCRMRecruiting & transitions
53
BROGAN FINANCIAL added office(s): 0 -> 1 additional locations. IAPD ↗
$444.2M RAUM · 5 reps · (865) 862-6800
Office IT & facilitiesCRMRecruiting & transitions
53
CAPITAL TRUST ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$330.0M RAUM · 3 reps · (415) 399-9100 · capitaltrustadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$670.7M RAUM · 9 reps · 610-825-3540
Office IT & facilitiesCRMRecruiting & transitions
53
MARYLAND CAPITAL ADVISORS, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$342.1M RAUM · 2 reps · 410-604-2741
Office IT & facilitiesCRMRecruiting & transitions
53
FINANCIAL PERSPECTIVES added office(s): 1 -> 2 additional locations. IAPD ↗
$864.6M RAUM · 13 reps · 763-553-7779 · fpwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
ALLEN CAPITAL GROUP, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$998.5M RAUM · 21 reps · 308-385-1500
Office IT & facilitiesCRMRecruiting & transitions
53
FREEDOM DAY SOLUTIONS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$422.9M RAUM · 4 reps · 713-784-3878
Office IT & facilitiesCRMRecruiting & transitions
53
STONE HOUSE INVESTMENT MANAGEMENT, LLC added office(s): 3 -> 5 additional locations. IAPD ↗
$544.5M RAUM · 12 reps · (570) 836-7020
Office IT & facilitiesCRMRecruiting & transitions
53
5TH STREET ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$462.6M RAUM · 5 reps · 203-327-1212 · 5thstreetadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
JACOBSON & SCHMITT ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$461.2M RAUM · 11 reps · (608) 662-7500
Office IT & facilitiesCRMRecruiting & transitions
53
STERLING INVESTMENT ADVISORS LTD. added office(s): 0 -> 1 additional locations. IAPD ↗
$745.8M RAUM · 8 reps · 610-560-0400
Office IT & facilitiesCRMRecruiting & transitions
53
FIRST CITIZENS ASSET MANAGEMENT, INC added office(s): 23 -> 25 additional locations. IAPD ↗
$523.0M RAUM · 32 reps · 800-229-0205 · firstcitizens.com
Office IT & facilitiesCRMRecruiting & transitions
53
HAVEN PRIVATE added office(s): 0 -> 2 additional locations. IAPD ↗
$332.5M RAUM · 6 reps · 407-982-4550 · havenprivate.com
Office IT & facilitiesCRMRecruiting & transitions
53
MILLER EQUITY CAPITAL ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$362.0M RAUM · 3 reps · (972) 490-4345
Office IT & facilitiesCRMRecruiting & transitions
53
PRIVATE WEALTH ADVISORS added office(s): 1 -> 5 additional locations. IAPD ↗
$352.8M RAUM · 2 reps · 559-451-3463 · pwa.net
Office IT & facilitiesCRMRecruiting & transitions
53
HOLCOMBE FINANCIAL, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$347.1M RAUM · 3 reps · 404-257-3317
Office IT & facilitiesCRMRecruiting & transitions
53
TOTAL CLARITY WEALTH MANAGEMENT, INC added office(s): 10 -> 13 additional locations. IAPD ↗
$458.0M RAUM · 23 reps · 630-762-9352
Office IT & facilitiesCRMRecruiting & transitions
53
WORTHPOINTE added office(s): 9 -> 10 additional locations. IAPD ↗
$757.7M RAUM · 10 reps · 800-620-4232
Office IT & facilitiesCRMRecruiting & transitions
53
ARGOS WEALTH ADVISORS LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$829.8M RAUM · 7 reps · 707-633-9063 · argoswealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
BARRY INVESTMENT ADVISORS, LLC added office(s): 1 -> 6 additional locations. IAPD ↗
$654.9M RAUM · 6 reps · 888-992-8601 · barryinvestmentadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
WPWEALTH LLP added office(s): 4 -> 6 additional locations. IAPD ↗
$927.4M RAUM · 12 reps · 817-259-9100 · wpwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$454.6M RAUM · 8 reps · 877-213-7233 · safeguardinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
53
N1 ADVISORS added office(s): 0 -> 4 additional locations. IAPD ↗
$346.3M RAUM · 3 reps · 302-731-1326
Office IT & facilitiesCRMRecruiting & transitions
53
ARQ WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$466.2M RAUM · 5 reps · 480-214-9572
Office IT & facilitiesCRMRecruiting & transitions
53
ILLUMINATION WEALTH MANAGEMENT added office(s): 6 -> 8 additional locations. IAPD ↗
$307.1M RAUM · 9 reps · 858-246-6855
Office IT & facilitiesCRMRecruiting & transitions
53
DELTA INVESTMENT MANAGEMENT, LLC added office(s): 10 -> 11 additional locations. IAPD ↗
$628.9M RAUM · 25 reps · (415) 249-6337
Office IT & facilitiesCRMRecruiting & transitions
53
ASSET ALLOCATION STRATEGIES, LLC added office(s): 25 -> 26 additional locations. IAPD ↗
$626.7M RAUM · 40 reps · 248-489-0101 · glpfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
WESTHILL FINANCIAL ADVISORS, INC. added office(s): 0 -> 12 additional locations. IAPD ↗
$588.8M RAUM · 6 reps · 415-456-2292
Office IT & facilitiesCRMRecruiting & transitions
53
ELWOOD & GOETZ added office(s): 3 -> 4 additional locations. IAPD ↗
$682.1M RAUM · 18 reps · 706-548-1025
Office IT & facilitiesCRMRecruiting & transitions
53
DRAKE & ASSOCIATES, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$313.1M RAUM · 6 reps · 414-409-7226
Office IT & facilitiesCRMRecruiting & transitions
53
MARKET STREET WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$589.2M RAUM · 11 reps · (610) 692-3200 · marketstreetwealth.net
Office IT & facilitiesCRMRecruiting & transitions
53
COVENANT WEALTH ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$496.3M RAUM · 9 reps · (804) 729-5265 · mycwa.com
Office IT & facilitiesCRMRecruiting & transitions
53
MMA ASSET MANAGEMENT LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$638.4M RAUM · 17 reps · 610-684-3200 · marshmma.com
Office IT & facilitiesCRMRecruiting & transitions
53
LOWE WEALTH ADVISORS, LLC added office(s): 0 -> 5 additional locations. IAPD ↗
$403.5M RAUM · 6 reps · 443-766-7160 · lowewealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
STUDIO INVESTMENT MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$715.8M RAUM · 5 reps · 312-399-0828 · studioinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
53
RPG FAMILY WEALTH ADVISORY, LLC added office(s): 6 -> 10 additional locations. IAPD ↗
$492.3M RAUM · 14 reps · (888) 285-8600
Office IT & facilitiesCRMRecruiting & transitions
53
VERITY ASSET MANAGEMENT added office(s): 8 -> 9 additional locations. IAPD ↗
$902.9M RAUM · 55 reps · 919-490-6717
Office IT & facilitiesCRMRecruiting & transitions
53
WELLSPRING FINANCIAL PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$832.9M RAUM · 4 reps · 520-327-1019
Office IT & facilitiesCRMRecruiting & transitions
53
AOG WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$341.3M RAUM · 8 reps · 703-757-8020
Office IT & facilitiesCRMRecruiting & transitions
53
HARVEST INVESTMENT SERVICES, LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$281.7M RAUM · 21 reps · (630) 613-9230 · 401kactivewatch.com
Office IT & facilitiesCRMRecruiting & transitions
53
SUMMIT STREET CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$586.6M RAUM · 3 reps · 212-750-7036 · ssvfunds.com
Office IT & facilitiesCRMRecruiting & transitions
53
LDR CAPITAL MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$591.1M RAUM · 5 reps · 646-927-5800 · ldrfunds.com
Office IT & facilitiesCRMRecruiting & transitions
53
SINGLE POINT PARTNERS added office(s): 7 -> 10 additional locations. IAPD ↗
$525.0M RAUM · 11 reps · 617-600-0510 · spcfo.com
Office IT & facilitiesCRMRecruiting & transitions
53
BRIGHT ROAD WEALTH MANAGEMENT, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$284.1M RAUM · 8 reps · (907) 339-1555
Office IT & facilitiesCRMRecruiting & transitions
53
TEAMWORK FINANCIAL ADVISORS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$653.6M RAUM · 16 reps · 210-687-1333 · teamworkfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
STRATEGIC WEALTH INVESTMENT GROUP, LLC added office(s): 14 -> 17 additional locations. IAPD ↗
$900.8M RAUM · 27 reps · 502-412-3354
Office IT & facilitiesCRMRecruiting & transitions
53
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$643.9M RAUM · 1 reps · 516-785-1800 · lebenthal.com
Office IT & facilitiesCRMRecruiting & transitions
53
COPPER FINANCIAL added office(s): 28 -> 29 additional locations. IAPD ↗
$306.4M RAUM · 43 reps · 913-905-3600
Office IT & facilitiesCRMRecruiting & transitions
53
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$312.8M RAUM · 5 reps · 301-990-4395
Office IT & facilitiesCRMRecruiting & transitions
53
ASSETGRADE, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$254.8M RAUM · 3 reps · 617-933-7257
Office IT & facilitiesCRMRecruiting & transitions
53
CAPITAL PLANNING, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$549.4M RAUM · 8 reps · 425-643-1800
Office IT & facilitiesCRMRecruiting & transitions
53
ASTOR INVESTMENT MANAGEMENT LLC added office(s): 0 -> 4 additional locations. IAPD ↗
$261.4M RAUM · 3 reps · 800-899-8230 · astormacrofund.com
Office IT & facilitiesCRMRecruiting & transitions
53
MPWM ADVISORY SOLUTIONS LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$315.7M RAUM · 14 reps · 678-566-4001
Office IT & facilitiesCRMRecruiting & transitions
53
ARISTOTLE CREDIT PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$947.3M RAUM · 3 reps · 949-681-2100 · aristotlecap.com
Office IT & facilitiesCRMRecruiting & transitions
53
LIQUID STRATEGIES, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$522.7M RAUM · 4 reps · 800-970-2725 · overlayshares.com
Office IT & facilitiesCRMRecruiting & transitions
53
BLUEPRINT INVESTMENT PARTNERS LLC added office(s): 2 -> 7 additional locations. IAPD ↗
$849.4M RAUM · 7 reps · 336-609-7522
Office IT & facilitiesCRMRecruiting & transitions
53
CLARIFY WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations. IAPD ↗
$410.0M RAUM · 8 reps · 513-381-0001 · clarifywealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
GRANDVIEW ASSET MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$263.6M RAUM · 2 reps · 717-541-1000 · inspiretoretire.com
Office IT & facilitiesCRMRecruiting & transitions
53
CATALINA CAPITAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$629.6M RAUM · 5 reps · 310-540-5544
Office IT & facilitiesCRMRecruiting & transitions
53
FOUNDERS FINANCIAL ALLIANCE, LLC added office(s): 13 -> 14 additional locations. IAPD ↗
$700.9M RAUM · 28 reps · 855-860-5940 · foundersfinancialalliance.com
Office IT & facilitiesCRMRecruiting & transitions
53
CHEQUERS FINANCIAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$812.0M RAUM · 5 reps · 415-964-5001
Office IT & facilitiesCRMRecruiting & transitions
53
GOLDSTONE FINANCIAL GROUP, LLC added office(s): 7 -> 9 additional locations. IAPD ↗
$529.9M RAUM · 10 reps · 630-620-9300 · goldstonefinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
BETTERWEALTH LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$501.7M RAUM · 4 reps · 408-659-2390
Office IT & facilitiesCRMRecruiting & transitions
53
LEADING EDGE FINANCIAL PLANNING LLC added office(s): 6 -> 8 additional locations. IAPD ↗
$273.7M RAUM · 8 reps · 865-240-2292
Office IT & facilitiesCRMRecruiting & transitions
53
BERKELEY CAPITAL PARTNERS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$914.8M RAUM · 9 reps · 678-690-8700 · berkeleycp.com
Office IT & facilitiesCRMRecruiting & transitions
53
CASTLEVIEW PARTNERS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$270.0M RAUM · 13 reps · 214-710-1995 · castleviewpartners.com
Office IT & facilitiesCRMRecruiting & transitions
53
GIBBS WEALTH MANAGEMENT, LLC added office(s): 27 -> 76 additional locations. IAPD ↗
$391.4M RAUM · 10 reps · 678-694-8770
Office IT & facilitiesCRMRecruiting & transitions
53
MERIDIAN FINANCIAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$400.8M RAUM · 4 reps · (540)-878-5416
Office IT & facilitiesCRMRecruiting & transitions
53
STANSBERRY ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$875.5M RAUM · 6 reps · 646-854-4370 · stansberryam.com
Office IT & facilitiesCRMRecruiting & transitions
53
ALMANACK INVESTMENT PARTNERS added office(s): 5 -> 6 additional locations. IAPD ↗
$802.2M RAUM · 13 reps · 484-580-2277
Office IT & facilitiesCRMRecruiting & transitions
53
KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 12 -> 13 additional locations. IAPD ↗
$343.6M RAUM · 16 reps · (800) 711-4818
Office IT & facilitiesCRMRecruiting & transitions
53
PARADIGM WEALTH ADVISORY LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$356.1M RAUM · 12 reps · (908) 450-7402 · pwm.us.com
Office IT & facilitiesCRMRecruiting & transitions
53
WOLFF FINANCIAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$465.5M RAUM · 3 reps · 269-372-3100
Office IT & facilitiesCRMRecruiting & transitions
53
LEBENTHAL GLOBAL ADVISORS, LLC added office(s): 8 -> 10 additional locations. IAPD ↗
$713.5M RAUM · 21 reps · 516-785-1800
Office IT & facilitiesCRMRecruiting & transitions
53
WOODSTOCK WEALTH MANAGEMENT, INC. added office(s): 21 -> 24 additional locations. IAPD ↗
$511.2M RAUM · 26 reps · 800-279-4468 · veritas-financial.com
Office IT & facilitiesCRMRecruiting & transitions
53
ATLAS PRIVATE WEALTH ADVISORS added office(s): 6 -> 7 additional locations. IAPD ↗
$557.7M RAUM · 11 reps · (888) 996-2666 · atlasprivatewealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
DENVER WEALTH MANAGEMENT, INC. added office(s): 3 -> 5 additional locations. IAPD ↗
$372.6M RAUM · 9 reps · (303) 261-8015
Office IT & facilitiesCRMRecruiting & transitions
53
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$422.0M RAUM · 12 reps · 866-405-1031 · askglobalwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
ALPINE PRIVATE WEALTH added office(s): 3 -> 4 additional locations. IAPD ↗
$978.5M RAUM · 5 reps · 314-932-1010
Office IT & facilitiesCRMRecruiting & transitions
53
CAPITAL SQUARE, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$301.9M RAUM · 9 reps · 423-877-6708 · capitalsquare.biz
Office IT & facilitiesCRMRecruiting & transitions
53
REVOLVE WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$837.6M RAUM · 13 reps · 201-373-2163
Office IT & facilitiesCRMRecruiting & transitions
53
AWM CAPITAL, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$860.6M RAUM · 15 reps · (323) 940-1339
Office IT & facilitiesCRMRecruiting & transitions
53
LIBRA WEALTH LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$406.9M RAUM · 3 reps · (408) 721-1633 · librawealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
LIFEWORKS ADVISORS, LLC added office(s): 16 -> 17 additional locations. IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
Office IT & facilitiesCRMRecruiting & transitions
53
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$379.7M RAUM · 9 reps · 913-295-9500
Office IT & facilitiesCRMRecruiting & transitions
53
SHARP FINANCIAL added office(s): 4 -> 6 additional locations. IAPD ↗
$304.7M RAUM · 6 reps · (215) 659-2130
Office IT & facilitiesCRMRecruiting & transitions
53
BRIO FINANCIAL GROUP added office(s): 0 -> 1 additional locations. IAPD ↗
$699.4M RAUM · 11 reps · 415-623-2450
Office IT & facilitiesCRMRecruiting & transitions
53
WELLS TRECASO FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$482.9M RAUM · 4 reps · 330-752-1547
Office IT & facilitiesCRMRecruiting & transitions
53
EQ WEALTH MANAGEMENT added office(s): 1 -> 5 additional locations. IAPD ↗
$593.7M RAUM · 6 reps · 425-434-1000
Office IT & facilitiesCRMRecruiting & transitions
53
DOMANI ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$251.5M RAUM · 2 reps · 917-810-5530 · domaniadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
SOVEREIGN FINANCIAL GROUP, INC. added office(s): 16 -> 18 additional locations. IAPD ↗
$716.9M RAUM · 16 reps · (888) 765-8180
Office IT & facilitiesCRMRecruiting & transitions
53
PRINCIPAL ADVISED SERVICES added office(s): 12 -> 46 additional locations. IAPD ↗
$569.5M RAUM · 58 reps · 866-412-0770
Office IT & facilitiesCRMRecruiting & transitions
53
FERGUSON SHAPIRO LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$326.8M RAUM · 3 reps · (404) 567-6771 · fergusonshapiro.com
Office IT & facilitiesCRMRecruiting & transitions
53
WEALTHSPAN PARTNERS, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$282.5M RAUM · 4 reps · (563) 723-7301 · wealthspanpartners.com
Office IT & facilitiesCRMRecruiting & transitions
53
FINANCIAL TRANSPARENCY added office(s): 11 -> 12 additional locations. IAPD ↗
$295.3M RAUM · 15 reps · (336) 715-3300 · financialtransparencyllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
HASSELL WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations. IAPD ↗
$255.8M RAUM · 6 reps · 985-868-9881 · hassellwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
SOCHA FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$354.3M RAUM · 5 reps · 607-962-0605 · nsocha.com
Office IT & facilitiesCRMRecruiting & transitions
53
RESURGENT ADVISORS added office(s): 6 -> 8 additional locations. IAPD ↗
$300.1M RAUM · 7 reps · 770-615-8383 · taylorwealthllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
PRECISION WEALTH STRATEGIES, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$297.2M RAUM · 6 reps · 314-994-6460 · precisionwealthstrategies.com
Office IT & facilitiesCRMRecruiting & transitions
53
HOHIMER WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$796.0M RAUM · 6 reps · 206-709-5955
Office IT & facilitiesCRMRecruiting & transitions
53
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$261.1M RAUM · 35 reps · 212-698-3300 · firsteagle.com
Office IT & facilitiesCRMRecruiting & transitions
53
VERUM PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$740.4M RAUM · 11 reps · (980) 771-3999
Office IT & facilitiesCRMRecruiting & transitions
53
OPTIVISE ADVISORY SERVICES LLC added office(s): 19 -> 22 additional locations. IAPD ↗
$254.5M RAUM · 23 reps · 855-378-1806
Office IT & facilitiesCRMRecruiting & transitions
53
AEGIS FINANCIAL added office(s): 1 -> 2 additional locations. IAPD ↗
$356.9M RAUM · 5 reps · 920-233-4650 · aegis4me.com
Office IT & facilitiesCRMRecruiting & transitions
53
CW INVESTMENT ADVISERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$580.0M RAUM · 19 reps · 626-788-2305
Office IT & facilitiesCRMRecruiting & transitions
53
ONYX BRIDGE WEALTH GROUP LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$815.7M RAUM · 15 reps · (914) 909-6699 · onyxbridge.com
Office IT & facilitiesCRMRecruiting & transitions
53
ADAMSBROWN WEALTH CONSULTANTS LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$651.7M RAUM · 14 reps · (620) 792-2428 · adamsbrownwc.com
Office IT & facilitiesCRMRecruiting & transitions
53
TACTIVE ADVISORS, LLC added office(s): 11 -> 13 additional locations. IAPD ↗
$405.8M RAUM · 1 reps · 855-282-2848 · pcliftonfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
FORTIS CAPITAL ADVISORS, LLC added office(s): 13 -> 20 additional locations. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
VANCE WEALTH added office(s): 1 -> 2 additional locations. IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
Office IT & facilitiesCRMRecruiting & transitions
53
THE CLARUS GROUP added office(s): 2 -> 3 additional locations. IAPD ↗
$798.0M RAUM · 8 reps · 713-621-3500
Office IT & facilitiesCRMRecruiting & transitions
53
THE MILLSTONE EVANS GROUP, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$700.3M RAUM · 4 reps · 720-728-2801 · millstoneevansgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
NAVIS WEALTH ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$409.7M RAUM · 5 reps · 914-848-8300
Office IT & facilitiesCRMRecruiting & transitions
53
HILL INVESTMENT GROUP added office(s): 3 -> 4 additional locations. IAPD ↗
$971.1M RAUM · 12 reps · 314-448-4023 · ignorewallst.com
Office IT & facilitiesCRMRecruiting & transitions
53
SMITH THORNTON ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$735.4M RAUM · 4 reps · 256-715-7715 · smiththornton.com
Office IT & facilitiesCRMRecruiting & transitions
53
PARAGON PRIVATE WEALTH MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$283.0M RAUM · 3 reps · 859-300-3985 · paragonmgmt.com
Office IT & facilitiesCRMRecruiting & transitions
53
FIFTH THIRD WEALTH ADVISORS LLC added office(s): 6 -> 9 additional locations. IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
Office IT & facilitiesCRMRecruiting & transitions
53
ENDEAVOR PRIVATE WEALTH, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$304.3M RAUM · 3 reps · 785-329-2510 · endeavorpw.com
Office IT & facilitiesCRMRecruiting & transitions
53
IMPACT PARTNERSHIP WEALTH, LLC added office(s): 30 -> 49 additional locations. IAPD ↗
$751.6M RAUM · 50 reps · 800-380-5040
Office IT & facilitiesCRMRecruiting & transitions
53
WEST WEALTH GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$349.3M RAUM · 9 reps · 949-682-9105
Office IT & facilitiesCRMRecruiting & transitions
53
THE FINANCIAL RESOURCE CENTER added office(s): 0 -> 1 additional locations. IAPD ↗
$343.4M RAUM · 4 reps · 317-871-8571
Office IT & facilitiesCRMRecruiting & transitions
53
VERTEX PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$671.2M RAUM · 14 reps · 630-836-3300
Office IT & facilitiesCRMRecruiting & transitions
53
QUANTUM FINANCIAL ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$972.2M RAUM · 11 reps · (424) 447-8268
Office IT & facilitiesCRMRecruiting & transitions
53
TRANSCE3ND LLC added office(s): 5 -> 10 additional locations. IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
Office IT & facilitiesCRMRecruiting & transitions
53
25 FINANCIAL added office(s): 1 -> 2 additional locations. IAPD ↗
$408.5M RAUM · 9 reps · 314-530-2858 · 25financial.com
Office IT & facilitiesCRMRecruiting & transitions
53
FIAT WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$254.6M RAUM · 10 reps · 952-426-9116 · fiatwm.com
Office IT & facilitiesCRMRecruiting & transitions
53
49 FINANCIAL added office(s): 0 -> 7 additional locations. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
Office IT & facilitiesCRMRecruiting & transitions
53
HIBERNIA WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$289.0M RAUM · 7 reps · 225-778-7972 · hiberniawealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
JOULE FINANCIAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$332.0M RAUM · 5 reps · 859-881-0777
Office IT & facilitiesCRMRecruiting & transitions
53
TFB ADVISORS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$720.7M RAUM · 23 reps · 913-648-5526 · taxfavoredbenefits.com
Office IT & facilitiesCRMRecruiting & transitions
53
BUCK WEALTH STRATEGIES, LLC added office(s): 7 -> 11 additional locations. IAPD ↗
$299.9M RAUM · 20 reps · 888-210-6567
Office IT & facilitiesCRMRecruiting & transitions
53
FIDELIS CAPITAL added office(s): 1 -> 3 additional locations. IAPD ↗
$917.2M RAUM · 11 reps · 813-934-6246
Office IT & facilitiesCRMRecruiting & transitions
53
CORE WEALTH PARTNERS LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
53
GOLDEN STATE EQUITY PARTNERS, LLC added office(s): 13 -> 20 additional locations. IAPD ↗
$743.7M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
TURTLE CREEK WEALTH ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$905.6M RAUM · 17 reps · 214-214-3110
Office IT & facilitiesCRMRecruiting & transitions
53
SECOND LINE CAPITAL, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$402.1M RAUM · 14 reps · 504-321-0923
Office IT & facilitiesCRMRecruiting & transitions
53
GILLILAND JETER WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$454.5M RAUM · 3 reps · 501-902-4951 · gillilandjeter.com
Office IT & facilitiesCRMRecruiting & transitions
53
PORTSIDE WEALTH GROUP, LLC added office(s): 27 -> 28 additional locations. IAPD ↗
$884.8M RAUM · 37 reps · 385-412-1222 · oxfordfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
CHARLES SCHWAB & CO., INC. added office(s): 356 -> 448 additional locations. IAPD ↗
$0 RAUM · 3564 reps · 415-667-7000 · schwab.com
Office IT & facilitiesCRMRecruiting & transitions
50
USAA INVESTMENT SERVICES COMPANY added office(s): 11 -> 13 additional locations. IAPD ↗
$0 RAUM · 109 reps · 210-456-4218 · snapchat.com
Office IT & facilitiesCRMRecruiting & transitions
50
CREWS & ASSOCIATES, INC. added office(s): 8 -> 9 additional locations. IAPD ↗
$112.4M RAUM · 16 reps · 501-907-2000 · crewsfs.com
Office IT & facilitiesCRMRecruiting & transitions
50
W&S BROKERAGE SERVICES, INC. added office(s): 50 -> 57 additional locations. IAPD ↗
$122.9M RAUM · 73 reps · 800-257-2135
Office IT & facilitiesCRMRecruiting & transitions
50
JOSEPH GUNNAR & CO., LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$31.0M RAUM · 11 reps · 212-440-9600 · josephgunnar.com
Office IT & facilitiesCRMRecruiting & transitions
50
MCGINN PENNINGER INVESTMENT MANAGMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$162.6M RAUM · 2 reps · 703-548-2555 · mcginninpenninger.com
Office IT & facilitiesCRMRecruiting & transitions
50
COMPASS FINANCIAL ADVISORS LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$230.8M RAUM · 7 reps · 260-490-7878
Office IT & facilitiesCRMRecruiting & transitions
50
BURGESS CHAMBERS & ASSOCIATES INC added office(s): 1 -> 5 additional locations. IAPD ↗
$151.7M RAUM · 4 reps · 407-644-0111 · burgesschambers.com
Office IT & facilitiesCRMRecruiting & transitions
50
MILLER VALUE PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$237.7M RAUM · 3 reps · 410-454-3130
Office IT & facilitiesCRMRecruiting & transitions
50
CMG CAPITAL MANAGEMENT GROUP, INC. added office(s): 0 -> 3 additional locations. IAPD ↗
$205.3M RAUM · 5 reps · 610-989-9090 · cmgprivatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
MWA FINANCIAL SERVICES, INC. added office(s): 61 -> 81 additional locations. IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
Office IT & facilitiesCRMRecruiting & transitions
50
CTA WEALTH ADVISORS, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$136.5M RAUM · 2 reps · 818-841-1746
Office IT & facilitiesCRMRecruiting & transitions
50
QUANTUM FINANCIAL ADVISORS INC added office(s): 3 -> 4 additional locations. IAPD ↗
$143.2M RAUM · 4 reps · 301-296-6203
Office IT & facilitiesCRMRecruiting & transitions
50
HELMSMAN FINANCIAL GROUP, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$155.0M RAUM · 3 reps · 425-485-0381 · helmsmanfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
50
CAPITAL IDEAS added office(s): 0 -> 1 additional locations. IAPD ↗
$166.6M RAUM · 5 reps · 214-750-4400 · cap-ideas.com
Office IT & facilitiesCRMRecruiting & transitions
50
KIPLINGER WEALTH ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$189.1M RAUM · 4 reps · 937-886-1442
Office IT & facilitiesCRMRecruiting & transitions
50
PINNACLE WEALTH ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$202.1M RAUM · 5 reps · 503-654-5100 · thinkpinnacle.com.
Office IT & facilitiesCRMRecruiting & transitions
50
COPLEY INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 3 additional locations. IAPD ↗
$200.4M RAUM · 2 reps · 910-452-7147 · copleyinvestmentmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
COLMAN KNIGHT ADVISORY GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$151.6M RAUM · 5 reps · 978-371-2015 · colmanknight.com
Office IT & facilitiesCRMRecruiting & transitions
50
SHORELINE WEALTH ADVISORS added office(s): 1 -> 6 additional locations. IAPD ↗
$220.4M RAUM · 6 reps · 765-593-2487
Office IT & facilitiesCRMRecruiting & transitions
50
CAPITAL GROWTH & SHELTER, INC. added office(s): 0 -> 2 additional locations. IAPD ↗
$33.3M RAUM · 1 reps · 518-399-3372 · capitalgrowthonline.com
Office IT & facilitiesCRMRecruiting & transitions
50
CWC ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$163.5M RAUM · 5 reps · 503-968-0950 · cwcadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
TABR CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$203.4M RAUM · 2 reps · 714-704-9180 · facebook.comtabr-capital-management-2319971614730490
Office IT & facilitiesCRMRecruiting & transitions
50
TIMBUKTU CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$84.6M RAUM · 1 reps · (857) 419-3809 · timbuktucapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
OPEN WINDOW FINANCIAL SOLUTIONS, LTD. added office(s): 1 -> 2 additional locations. IAPD ↗
$223.7M RAUM · 3 reps · 775-827-0670
Office IT & facilitiesCRMRecruiting & transitions
50
THE WILLIAM ALLAN CORPORATION added office(s): 1 -> 2 additional locations. IAPD ↗
$169.6M RAUM · 2 reps · 800-677-5309
Office IT & facilitiesCRMRecruiting & transitions
50
GLAXIS CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$159.5M RAUM · 4 reps · (941) 556 5333 · glaxisllc.com
Office IT & facilitiesCRMRecruiting & transitions
50
GRIFFIN BLACK, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$219.8M RAUM · 3 reps · (650) 368-5785
Office IT & facilitiesCRMRecruiting & transitions
50
MCM WEALTH added office(s): 5 -> 6 additional locations. IAPD ↗
$133.7M RAUM · 6 reps · 844-626-4949 · marincapitalmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
O'BRIEN CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$32.9M RAUM · 1 reps · 845-358-4930 · obriencm.com
Office IT & facilitiesCRMRecruiting & transitions
50
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$121.3M RAUM · 4 reps · 209-536-9734 · tginvesting.com
Office IT & facilitiesCRMRecruiting & transitions
50
PROVIDENCE FINANCIAL AND INSURANCES, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$153.4M RAUM · 5 reps · 818-887-6443 · providencefinancialradio.com
Office IT & facilitiesCRMRecruiting & transitions
50
BECKERMAN WEALTH added office(s): 0 -> 2 additional locations. IAPD ↗
$219.9M RAUM · 4 reps · 877-892-7738 · beckermaninstitutional.com
Office IT & facilitiesCRMRecruiting & transitions
50
CHICAGO INVESTMENT ADVISORY GROUP added office(s): 1 -> 2 additional locations. IAPD ↗
$212.5M RAUM · 6 reps · 708-478-7190 · ciag.us
Office IT & facilitiesCRMRecruiting & transitions
50
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC added office(s): 15 -> 16 additional locations. IAPD ↗
$0 RAUM · 3 reps · 866-785-5350 · retirewithlonestar.com
Office IT & facilitiesCRMRecruiting & transitions
50
GLOBAL VALUE INVESTMENT CORPORATION added office(s): 4 -> 5 additional locations. IAPD ↗
$171.1M RAUM · 6 reps · 262-478-0640
Office IT & facilitiesCRMRecruiting & transitions
50
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$179.5M RAUM · 11 reps · 443-224-1231
Office IT & facilitiesCRMRecruiting & transitions
50
PILLAR WEALTH MANAGEMENT, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$201.2M RAUM · 2 reps · 925-407-0320 · pillarwm.com
Office IT & facilitiesCRMRecruiting & transitions
50
FAMILYWEALTH ASSET MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$175.1M RAUM · 4 reps · 214-624-1185 · familywealth.us
Office IT & facilitiesCRMRecruiting & transitions
50
RHS FINANCIAL, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$198.1M RAUM · 3 reps · 415-495-2900
Office IT & facilitiesCRMRecruiting & transitions
50
PRESERVER PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$172.9M RAUM · 3 reps · 901-755-4737 · preserverpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
PRINCIPIA WEALTH ADVISORY, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$163.2M RAUM · 4 reps · 214-775-0899 · pwadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
50
CAITLIN JOHN added office(s): 14 -> 15 additional locations. IAPD ↗
$143.3M RAUM · 21 reps · 810-355-1325 · caitlinjohn.com
Office IT & facilitiesCRMRecruiting & transitions
50
LIVE OAK WEALTH ADVISORY GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$133.9M RAUM · 3 reps · 281-822-9200 · liveoakwag.com
Office IT & facilitiesCRMRecruiting & transitions
50
ALERA RETIREMENT ADVISORS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$39.0M RAUM · 4 reps · (585) 434-0646 · waterfordgroupny.com
Office IT & facilitiesCRMRecruiting & transitions
50
RIVERCHASE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$117.0M RAUM · 2 reps · (972) 471-9013 · riverchasewealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
DYCHE WEALTH MANAGEMENT, INC added office(s): 0 -> 1 additional locations. IAPD ↗
$124.9M RAUM · 3 reps · 770-461-8191
Office IT & facilitiesCRMRecruiting & transitions
50
SYNTAL CAPITAL PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$60.3M RAUM · 1 reps · 432-262-8111 · syntal.com
Office IT & facilitiesCRMRecruiting & transitions
50
CHARTER WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$168.1M RAUM · 3 reps · 919-729-2100 · charterwm.com
Office IT & facilitiesCRMRecruiting & transitions
50
MPMG & PARTNERS USA, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$31.7M RAUM · 1 reps · 212-605-0590
Office IT & facilitiesCRMRecruiting & transitions
50
PLANVISION, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 3 reps · (612) 965-4286 · planvisionmn.com
Office IT & facilitiesCRMRecruiting & transitions
50
VALIDUS GROWTH INVESTING added office(s): 1 -> 2 additional locations. IAPD ↗
$248.7M RAUM · 3 reps · 858-410-1410 · validusgrowth.com
Office IT & facilitiesCRMRecruiting & transitions
50
THE PILLAR STRATEGIES added office(s): 2 -> 3 additional locations. IAPD ↗
$133.3M RAUM · 3 reps · 908-782-0001
Office IT & facilitiesCRMRecruiting & transitions
50
ODIN CAPITAL MANAGEMENT added office(s): 1 -> 3 additional locations. IAPD ↗
$249.9M RAUM · 4 reps · 203 252 1304
Office IT & facilitiesCRMRecruiting & transitions
50
GRUPP FINANCIAL LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$81.7M RAUM · 3 reps · 1.307.200.6579 · gruppfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
50
J. HAGAN CAPITAL, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$185.6M RAUM · 6 reps · (502) 690-5635 · stormproofretirement.com
Office IT & facilitiesCRMRecruiting & transitions
50
HENDERSHOTT WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$169.3M RAUM · 4 reps · 408-769-3005 · hilaryhendershottwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
MATHIS WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$160.0M RAUM · 4 reps · 602-393-0501
Office IT & facilitiesCRMRecruiting & transitions
50
PROSPERITY WEALTH MANAGEMENT, INC. added office(s): 42 -> 46 additional locations. IAPD ↗
$243.4M RAUM · 48 reps · 925-791-4444 · thinkpwm.com
Office IT & facilitiesCRMRecruiting & transitions
50
ABBINGTON INVESTMENT GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$108.6M RAUM · 3 reps · 202-320-7242 · abbingtongroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
JANUARY CAPITAL ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$215.8M RAUM · 2 reps · 415-494-2790
Office IT & facilitiesCRMRecruiting & transitions
50
EVERSPIRE added office(s): 0 -> 1 additional locations. IAPD ↗
$156.2M RAUM · 15 reps · 801-545-8706
Office IT & facilitiesCRMRecruiting & transitions
50
BARKER WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$159.6M RAUM · 2 reps · (503) 616-8680 · barkerwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
APTUS FINANCIAL, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$0 RAUM · 8 reps · 501-907-1993
Office IT & facilitiesCRMRecruiting & transitions
50
ALSWORTH CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$84.1M RAUM · 2 reps · (607) 973-2665
Office IT & facilitiesCRMRecruiting & transitions
50
WINTHROP PARTNERS - WNY, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$148.1M RAUM · 4 reps · 716-322-7478 · winthroppartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
WINTHROP PARTNERS - WPA , LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$68.8M RAUM · 2 reps · 267-454-7551
Office IT & facilitiesCRMRecruiting & transitions
50
OPUS FINANCIAL SOLUTIONS LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$151.1M RAUM · 4 reps · 331-777-5449
Office IT & facilitiesCRMRecruiting & transitions
50
7 STREETS FINANCIAL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$88.4M RAUM · 2 reps · 619-798-3372 · 7sts.com
Office IT & facilitiesCRMRecruiting & transitions
50
WEST RIDGE ADVISORS added office(s): 3 -> 4 additional locations. IAPD ↗
$188.6M RAUM · 9 reps · (702) 547-9483 · westridgeadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
ARES FINANCIAL CONSULTING LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$185.9M RAUM · 5 reps · 818-986-1479 · aresfinancialconsulting.com
Office IT & facilitiesCRMRecruiting & transitions
50
FWG INVESTMENTS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$205.9M RAUM · 8 reps · 859-309-0349 · thefamilywealthgroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
C2C WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$190.9M RAUM · 1 reps · (480) 287-2130 · c2cwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
Q3 ADVISORS, LLC added office(s): 3 -> 6 additional locations. IAPD ↗
$0 RAUM · 7 reps · 9366892294
Office IT & facilitiesCRMRecruiting & transitions
50
CAPSTONE WEALTH MANAGEMENT GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$248.8M RAUM · 4 reps · (888) 587-7526 · capstone-wealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
SMITH & WYATT added office(s): 3 -> 4 additional locations. IAPD ↗
$119.8M RAUM · 6 reps · 979-431-5440
Office IT & facilitiesCRMRecruiting & transitions
50
SJHL FINANCIAL GROUP added office(s): 4 -> 6 additional locations. IAPD ↗
$126.1M RAUM · 4 reps · 620-241-1826 · sjhl.com
Office IT & facilitiesCRMRecruiting & transitions
50
XYPN INVEST added office(s): 6 -> 10 additional locations. IAPD ↗
$133.3M RAUM · 10 reps · (360) 301-7579 · newleaffinancialguidance.com
Office IT & facilitiesCRMRecruiting & transitions
50
IAMS WEALTH MANAGEMENT, LLC added office(s): 44 -> 48 additional locations. IAPD ↗
$213.2M RAUM · 56 reps · (888)255-7670 · iamswm.com
Office IT & facilitiesCRMRecruiting & transitions
50
AUTHENTIKOS WEALTH ADVISORY LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$125.1M RAUM · 3 reps · 877.457.4567 · authentikos.com
Office IT & facilitiesCRMRecruiting & transitions
50
MRA ADVISORY GROUP added office(s): 3 -> 4 additional locations. IAPD ↗
$246.0M RAUM · 6 reps · 844.672.7623
Office IT & facilitiesCRMRecruiting & transitions
50
ACRYLIC FINANCIAL, INC. added office(s): 17 -> 20 additional locations. IAPD ↗
$84.2M RAUM · 21 reps · 833-422-7954 · acrylicfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
50
FLORIDA FINANCIAL ADVISORS, LLC added office(s): 7 -> 10 additional locations. IAPD ↗
$199.0M RAUM · 294 reps · (813) 333-1683
Office IT & facilitiesCRMRecruiting & transitions
50
ATLANTIC WEALTH PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$227.7M RAUM · 4 reps · 561-632-0566 · atlanticwealthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
SUNBEAM CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$152.7M RAUM · 2 reps · (901) 229-2132
Office IT & facilitiesCRMRecruiting & transitions
50
GPS FINANCIAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$52.8M RAUM · 1 reps · 585-598-9111 · gpsfinancialadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
FORTRESS PRIVATE LEDGER, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$200.7M RAUM · 15 reps · 919-322-2761
Office IT & facilitiesCRMRecruiting & transitions
50
PANORAMIC INVESTMENT ADVISORS added office(s): 2 -> 3 additional locations. IAPD ↗
$242.0M RAUM · 8 reps · 303-691-1808 · panoramicia.com
Office IT & facilitiesCRMRecruiting & transitions
50
FBL WEALTH MANAGEMENT, LLC added office(s): 157 -> 162 additional locations. IAPD ↗
$8.6M RAUM · 129 reps · 515-225-5400
Office IT & facilitiesCRMRecruiting & transitions
50
BLACKDIAMOND WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$249.0M RAUM · 6 reps · (212) 784-6999
Office IT & facilitiesCRMRecruiting & transitions
50
FIDELIS WEALTH ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$192.9M RAUM · 4 reps · 303-800-4683
Office IT & facilitiesCRMRecruiting & transitions
50
LONE PEAK ADVISERS added office(s): 0 -> 1 additional locations. IAPD ↗
$104.3M RAUM · 7 reps · 801-855-8886 · lonepeakadvisers.com
Office IT & facilitiesCRMRecruiting & transitions
50
OATH PLANNING, LLC added office(s): 8 -> 10 additional locations. IAPD ↗
$123.5M RAUM · 5 reps · 918-200-9094
Office IT & facilitiesCRMRecruiting & transitions
50
EXCEL WEALTH MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$232.7M RAUM · 7 reps · (888) 929-9920 · excelwm.com
Office IT & facilitiesCRMRecruiting & transitions
50
VIENNA ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$204.0M RAUM · 1 reps · 408-882-1770 · vamladvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
AEGIS WEALTH MANAGEMENT, INC. added office(s): 27 -> 28 additional locations. IAPD ↗
$143.1M RAUM · 30 reps · (833) 483-8383 · mindiemolina.com
Office IT & facilitiesCRMRecruiting & transitions
50
EAGLEBROOK ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$211.1M RAUM · 4 reps · 786-807-7374
Office IT & facilitiesCRMRecruiting & transitions
50
FORTHRIGHT FAMILY WEALTH ADVISORY LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$160.8M RAUM · 1 reps · 713-510-3510 · forthrightwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
INFINITY FINANCIAL SERVICES ADVISORY added office(s): 31 -> 33 additional locations. IAPD ↗
$145.0M RAUM · 37 reps · 510-588-8000 · infinitysecurities.com
Office IT & facilitiesCRMRecruiting & transitions
50
EMPOWER WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$146.3M RAUM · 2 reps · 512-833-6557 · empoweringretirement.com
Office IT & facilitiesCRMRecruiting & transitions
50
HALLETT ADVISORS added office(s): 2 -> 4 additional locations. IAPD ↗
$130.4M RAUM · 6 reps · 360-457-6000
Office IT & facilitiesCRMRecruiting & transitions
50
TEXAS FINANCIAL ADVISORY added office(s): 2 -> 3 additional locations. IAPD ↗
$117.9M RAUM · 5 reps · (210) 530-1292
Office IT & facilitiesCRMRecruiting & transitions
50
CORE ADVISORY GROUP added office(s): 1 -> 3 additional locations. IAPD ↗
$238.2M RAUM · 8 reps · 803-324-5464 · strosserwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
46 PEAKS INVESTMENT ADVISORY GROUP added office(s): 0 -> 2 additional locations. IAPD ↗
$197.6M RAUM · 3 reps · 215-497-8310 · 46peaks.com
Office IT & facilitiesCRMRecruiting & transitions
50
ONEGROUP WEALTH PARTNERS, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$92.9M RAUM · 4 reps · 561-472-2312 · onegroupwealthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
ASPEN WEALTH STRATEGIES, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$248.7M RAUM · 5 reps · (303) 421-1113
Office IT & facilitiesCRMRecruiting & transitions
50
LIGHTHOUSE WEALTH MANAGEMENT, LLC added office(s): 0 -> 4 additional locations. IAPD ↗
$155.0M RAUM · 2 reps · 717-346-6333
Office IT & facilitiesCRMRecruiting & transitions
50
ADVISOR SHARE WEALTH MANAGEMENT added office(s): 3 -> 21 additional locations. IAPD ↗
$48.0M RAUM · 22 reps · 866-232-3251 · aswealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
ADAPTATION FINANCIAL ADVISORS INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$177.4M RAUM · 5 reps · 972-774-0700 · adaptfa.com
Office IT & facilitiesCRMRecruiting & transitions
50
PARK AVENUE INVESTMENT ADVISORY, LLC added office(s): 5 -> 8 additional locations. IAPD ↗
$75.4M RAUM · 70 reps · 800-879-6934 · parkavenuesecurities.com
Office IT & facilitiesCRMRecruiting & transitions
50
RETIREMENT PLANNING GROUP, LLC added office(s): 1 -> 5 additional locations. IAPD ↗
$243.7M RAUM · 2 reps · (518) 580-1919
Office IT & facilitiesCRMRecruiting & transitions
50
TETON WEALTH GROUP LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$128.4M RAUM · 8 reps · 844-838-6600 · retireteton.com
Office IT & facilitiesCRMRecruiting & transitions
50
SCG ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$140.7M RAUM · 7 reps · 312-784-3952 · scgamllc.com
Office IT & facilitiesCRMRecruiting & transitions
50
MARIPAU WEALTH MANAGEMENT LLC added office(s): 7 -> 12 additional locations. IAPD ↗
$235.0M RAUM · 17 reps · 260-493-3930
Office IT & facilitiesCRMRecruiting & transitions
50
VERITAS WEALTH PARTNERS, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$120.3M RAUM · 2 reps · (650) 823-2705
Office IT & facilitiesCRMRecruiting & transitions
50
MOMENT PRIVATE WEALTH added office(s): 0 -> 1 additional locations. IAPD ↗
$112.1M RAUM · 3 reps · (636) 591-1050 · momentprivatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
FORTITUDE FINANCIAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$232.8M RAUM · 3 reps · 509-931-1199
Office IT & facilitiesCRMRecruiting & transitions
50
ROOTED WEALTH ADVISORS added office(s): 4 -> 6 additional locations. IAPD ↗
$223.0M RAUM · 6 reps · 815-918-4727 · playbook4retirement.com
Office IT & facilitiesCRMRecruiting & transitions
50
AVOS CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$245.6M RAUM · 3 reps · (720) 864-4348 · avos.co
Office IT & facilitiesCRMRecruiting & transitions
50
THEPARTNERS WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · centralcoastfm.com
Office IT & facilitiesCRMRecruiting & transitions
50
FACTOR INVESTING GROUP added office(s): 2 -> 3 additional locations. IAPD ↗
$228.0M RAUM · 2 reps · (508) 366-6040
Office IT & facilitiesCRMRecruiting & transitions
50
WPA FAMILY OFFICE, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$142.1M RAUM · 3 reps · (214) 945-0888 · wpafamilyoffice.com
Office IT & facilitiesCRMRecruiting & transitions
50
BLUEPRINT FINANCIAL ADVISORS added office(s): 5 -> 11 additional locations. IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
Office IT & facilitiesCRMRecruiting & transitions
50
PINNACLE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$159.1M RAUM · 2 reps · 916-772-0807 · pinnacle-mgmt.com
Office IT & facilitiesCRMRecruiting & transitions
50
COLLECTIVE WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$33.0M RAUM · 5 reps · (404) 633-9952 · collectivewealthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
TYPHON CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 0 reps · 312-836-1180
Office IT & facilitiesCRMRecruiting & transitions
50
SPARTA WEALTH PARTNERS added office(s): 0 -> 2 additional locations. IAPD ↗
$219.5M RAUM · 3 reps · 704-575-1148
Office IT & facilitiesCRMRecruiting & transitions
50
724 CAPITAL, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$197.4M RAUM · 11 reps · 517-256-4319 · cigfinancialservices.com
Office IT & facilitiesCRMRecruiting & transitions
50
SECOND 50 FINANCIAL added office(s): 1 -> 2 additional locations. IAPD ↗
$221.8M RAUM · 2 reps · 424-260-1551 · second50financial.com
Office IT & facilitiesCRMRecruiting & transitions
50
DABA ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · (855) 400-3222 · dabafinance.com
Office IT & facilitiesCRMRecruiting & transitions
50
DAVIVIENDA ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$121.7M RAUM · 2 reps · 786-238-7925 · daviviendaadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
STAGE WEALTH MANAGEMENT, INC. added office(s): 0 -> 2 additional locations. IAPD ↗
$71.2M RAUM · 2 reps · 844-782-4396 · stagewealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
STEWARD ADVISORS GROUP, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$35.5M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
FOX HILL WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$198.4M RAUM · 5 reps · 781-613-2600
Office IT & facilitiesCRMRecruiting & transitions
50
PROLIFIC SOLUTIONS added office(s): 1 -> 2 additional locations. IAPD ↗
$65.5M RAUM · 2 reps · (646) 612-7995
Office IT & facilitiesCRMRecruiting & transitions
50
RM INVESTMENT STRATEGIES, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$22.9M RAUM · 2 reps · (877) 803-6087 · riskmis.com
Office IT & facilitiesCRMRecruiting & transitions
50
AURELIUS FAMILY OFFICE, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$237.3M RAUM · 5 reps · 603-413-6060 · aurelius.net
Office IT & facilitiesCRMRecruiting & transitions
50
BRUDERMAN PRIVATE WEALTH added office(s): 0 -> 2 additional locations. IAPD ↗
$123.6M RAUM · 5 reps · 516-930-4250 · brudermanprivatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
FORTHRIGHT CAPITAL ADVISORY added office(s): 13 -> 17 additional locations. IAPD ↗
$26.5M RAUM · 32 reps · (702) 217-7676 · forthrightcps.com
Office IT & facilitiesCRMRecruiting & transitions
50
LONGWALL FAMILY OFFICE added office(s): 1 -> 5 additional locations. IAPD ↗
$207.4M RAUM · 5 reps · 203-209-2785
Office IT & facilitiesCRMRecruiting & transitions
50
BULL HARBOR CAPITAL LLC. added office(s): 0 -> 1 additional locations. IAPD ↗
$173.9M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
SHARED VISION WEALTH GROUP added office(s): 0 -> 2 additional locations. IAPD ↗
$215.4M RAUM · 3 reps · 7603491750 · sharedvisionwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
SLP WEALTH added office(s): 14 -> 15 additional locations. IAPD ↗
$9.0M RAUM · 16 reps · (314) 301-8219 · slpwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
JEFFERSON BRIDGE CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$106.2M RAUM · 3 reps · 615-312-7750
Office IT & facilitiesCRMRecruiting & transitions
50
EVERGREEN MONEY ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
Office IT & facilitiesCRMRecruiting & transitions
50
WISER ADVISOR GROUP added office(s): 0 -> 1 additional locations. IAPD ↗
$117.7M RAUM · 2 reps · 480-500-9055 · wiser-advisor.com
Office IT & facilitiesCRMRecruiting & transitions
50
MATRIARCH WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$161.0M RAUM · 2 reps · (973)979-7609 · matriarchwm.com
Office IT & facilitiesCRMRecruiting & transitions
50
INDEX TECHNOLOGIES GROUP LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$28.7M RAUM · 4 reps · 212-466-6760
Office IT & facilitiesCRMRecruiting & transitions
50
LASHLEY WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$70.4M RAUM · 1 reps · 913 338-2400
Office IT & facilitiesCRMRecruiting & transitions
50
KELLER FINANCIAL GROUP added office(s): 0 -> 1 additional locations. IAPD ↗
$106.8M RAUM · 2 reps · 717-516-0700
Office IT & facilitiesCRMRecruiting & transitions
50
JB WEALTH ADVISORS LLC added office(s): 1 -> 13 additional locations. IAPD ↗
$11.2M RAUM · 2 reps · 615-560-8268
Office IT & facilitiesCRMRecruiting & transitions
45
NUVEEN FUND ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$150.37B RAUM · 28 reps · 312-917-7700
Office IT & facilitiesCRMRecruiting & transitions
45
BLACKROCK FUND ADVISORS added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$3047.29B RAUM · 283 reps · 415 670 2000
Office IT & facilitiesCRMRecruiting & transitions
45
TIAA-CREF INVESTMENT MANAGEMENT LLC added office(s): 10 -> 14 additional locations. IAPD ↗institutional
$249.86B RAUM · 321 reps · 212-490-9000
Office IT & facilitiesCRMRecruiting & transitions
45
USI ADVISORS added office(s): 12 -> 13 additional locations. IAPD ↗institutional
$41.62B RAUM · 42 reps · 860-633-5283 · usicg.com
Office IT & facilitiesCRMRecruiting & transitions
45
MISSIONSQUARE INVESTMENTS added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$49.41B RAUM · 82 reps · 202-962-4600 · investments.missionsq.org
Office IT & facilitiesCRMRecruiting & transitions
45
IM GLOBAL PARTNER FUND MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$2.88B RAUM · 4 reps · 323-238-4518 · imgpfunds.com
Office IT & facilitiesCRMRecruiting & transitions
45
INTERCONTINENTAL REAL ESTATE CORPORATION added office(s): 8 -> 10 additional locations. IAPD ↗institutional
$12.50B RAUM · 40 reps · 617-782-2600
Office IT & facilitiesCRMRecruiting & transitions
45
COOK STREET CONSULTING, INC. added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$7.08B RAUM · 31 reps · 303-333-7770
Office IT & facilitiesCRMRecruiting & transitions
45
INVESCO CAPITAL MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$545.53B RAUM · 49 reps · 800-983-0903
Office IT & facilitiesCRMRecruiting & transitions
45
ADHESION WEALTH ADVISOR SOLUTIONS added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$8.78B RAUM · 15 reps · 888-295-8351 · adhesionwealth.com
Office IT & facilitiesCRMRecruiting & transitions
45
VERSUS CAPITAL ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$5.08B RAUM · 6 reps · 877-200-1878 · versuscapital.com
Office IT & facilitiesCRMRecruiting & transitions
45
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.37B RAUM · 4 reps · 614-816-2694 · accoladeadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
45
GLOBAL X MANAGEMENT COMPANY LLC added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$43.81B RAUM · 36 reps · 212-644-6440
Office IT & facilitiesCRMRecruiting & transitions
45
ITAU USA ASSET MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$8.01B RAUM · 8 reps · 212-845-0600
Office IT & facilitiesCRMRecruiting & transitions
45
CI GLOBAL INVESTMENTS INC. added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$10.89B RAUM · 2 reps · 416-364-1145
Office IT & facilitiesCRMRecruiting & transitions
45
KRANE FUNDS ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$8.69B RAUM · 11 reps · 212-933-0393 · kraneshares.com
Office IT & facilitiesCRMRecruiting & transitions
45
CAPULA INVESTMENT US LP added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$101.12B RAUM · 15 reps · (646) 874-5400 · capulaglobal.com
Office IT & facilitiesCRMRecruiting & transitions
45
TPG GLOBAL ADVISORS, LLC added office(s): 11 -> 18 additional locations. IAPD ↗institutional
$141.77B RAUM · 531 reps · 817-871-4000
Office IT & facilitiesCRMRecruiting & transitions
45
CERITY PARTNERS RETIREMENT PLAN ADVISORS added office(s): 12 -> 17 additional locations. IAPD ↗institutional
$16.22B RAUM · 53 reps · 212-850-4260
Office IT & facilitiesCRMRecruiting & transitions
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP added office(s): 4 -> 7 additional locations. IAPD ↗institutional
$17.81B RAUM · 128 reps · 212-602-7800 · brevanhoward.com
Office IT & facilitiesCRMRecruiting & transitions
45
THOROFARE, LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$1.58B RAUM · 21 reps · 617-880-7494
Office IT & facilitiesCRMRecruiting & transitions
45
CRESCENT CAP ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$1.78B RAUM · 0 reps · 310-235-5900 · crescentbdc.com
Office IT & facilitiesCRMRecruiting & transitions
45
BXMT ADVISORS L.L.C. added office(s): 3 -> 5 additional locations. IAPD ↗institutional
$24.04B RAUM · 120 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
45
OAKTREE FUND ADVISORS, LLC added office(s): 6 -> 9 additional locations. IAPD ↗institutional
$9.51B RAUM · 262 reps · 213-830-6300 · osc.brookfieldoaktree.com
Office IT & facilitiesCRMRecruiting & transitions
45
CLAROS REIT MANAGEMENT LP added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$8.11B RAUM · 39 reps · 212-484-0050
Office IT & facilitiesCRMRecruiting & transitions
45
CAPACUITY LLC added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$7.11B RAUM · 14 reps · (407) 949-6889 · capacuity.com
Office IT & facilitiesCRMRecruiting & transitions
45
BLUE WATER FINANCIAL TECHNOLOGIES LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$6.64B RAUM · 4 reps · 866-217-0246 · bluewater-fintech.com
Office IT & facilitiesCRMRecruiting & transitions
45
CE INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$6.27B RAUM · 17 reps · 405-523-5348
Office IT & facilitiesCRMRecruiting & transitions
45
CHURCHILL DLC ADVISOR LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$1.73B RAUM · 66 reps · 212-478-9200 · churchillam.com
Office IT & facilitiesCRMRecruiting & transitions
45
FS REIT ADVISOR, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$8.52B RAUM · 4 reps · 215-220-6651
Office IT & facilitiesCRMRecruiting & transitions
45
BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC added office(s): 28 -> 30 additional locations. IAPD ↗institutional
$34.50B RAUM · 998 reps · 2124177000 · brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
45
NEXTECH VENTURES (US) LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.17B RAUM · 3 reps · (617) 807-0920 · nextech.us
Office IT & facilitiesCRMRecruiting & transitions
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC added office(s): 5 -> 7 additional locations. IAPD ↗institutional
$1.02B RAUM · 103 reps · (203) 542-4200 · silverpointcapital.com
Office IT & facilitiesCRMRecruiting & transitions
45
HPS ADVISORS, LLC added office(s): 15 -> 19 additional locations. IAPD ↗institutional
$9.72B RAUM · 283 reps · 212-287-6767
Office IT & facilitiesCRMRecruiting & transitions
45
KAUFMAN HALL INVESTMENT MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$1.17B RAUM · 4 reps · 615-690-5541 · kaufmanhall.com
Office IT & facilitiesCRMRecruiting & transitions
43
INTERVEST CAPITAL PARTNERS LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
Office IT & facilitiesCRMRecruiting & transitions
43
ROOSEVELT MANAGEMENT COMPANY LLC added office(s): 1 -> 8 additional locations. IAPD ↗institutional
$803.1M RAUM · 60 reps · 212-938-4800
Office IT & facilitiesCRMRecruiting & transitions
43
H.I.G. WHITEHORSE ADVISERS, LLC added office(s): 3 -> 5 additional locations. IAPD ↗institutional
$730.8M RAUM · 65 reps · 305-379-2322 · higwhitehorse.com
Office IT & facilitiesCRMRecruiting & transitions
43
NEWFRONT RETIREMENT SERVICES, INC. added office(s): 17 -> 22 additional locations. IAPD ↗institutional
$366.8M RAUM · 20 reps · 415-754-3635 · newfront.com
Office IT & facilitiesCRMRecruiting & transitions
43
TOUCHDOWN VENTURES INC. added office(s): 2 -> 4 additional locations. IAPD ↗institutional
$458.5M RAUM · 65 reps · 856-431-3535 · touchdownvc.com
Office IT & facilitiesCRMRecruiting & transitions
43
CONSEQUENT CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$700.9M RAUM · 6 reps · (404) 883-2500 · consequentgroup.com
Office IT & facilitiesCRMRecruiting & transitions
43
FS CREDIT INCOME ADVISOR, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$812.9M RAUM · 2 reps · 215-220-6651
Office IT & facilitiesCRMRecruiting & transitions
43
EPFC CAPITAL PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$417.4M RAUM · 9 reps · 786-744-7050 · epfc.capital
Office IT & facilitiesCRMRecruiting & transitions
43
SORA INVESTORS added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$673.1M RAUM · 7 reps · 610-801-2000
Office IT & facilitiesCRMRecruiting & transitions
43
ELECTRA CAPITAL added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$593.1M RAUM · 6 reps · (610) 977-2000
Office IT & facilitiesCRMRecruiting & transitions
43
KENNEDY LEWIS CAPITAL HOLDINGS LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$454.3M RAUM · 36 reps · 212-782-3480 · klimllc.com
Office IT & facilitiesCRMRecruiting & transitions
40
DEUTSCHE BANK SECURITIES INC. added office(s): 1 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 149 reps · 212-250-2500 · dbresearch.com
Office IT & facilitiesCRMRecruiting & transitions
40
USI SECURITIES, INC. added office(s): 10 -> 14 additional locations. IAPD ↗institutional
$0 RAUM · 19 reps · 860-652-3239
Office IT & facilitiesCRMRecruiting & transitions
40
HEITMAN CAPITAL MANAGEMENT LLC added office(s): 2 -> 8 additional locations. IAPD ↗fund
$8.60B RAUM · 191 reps · (312) 855-5700
Office IT & facilitiesCRMRecruiting & transitions
40
ULLICO INVESTMENT ADVISORS, INC. added office(s): 4 -> 5 additional locations. IAPD ↗fund
$11.32B RAUM · 45 reps · 202-962-8951 · ullico-urs.com
Office IT & facilitiesCRMRecruiting & transitions
40
PPM AMERICA INC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$73.14B RAUM · 112 reps · 312-634-2500
Office IT & facilitiesCRMRecruiting & transitions
40
UBS REALTY INVESTORS LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.73B RAUM · 27 reps · 860-616-9000 · ubs.com
Office IT & facilitiesCRMRecruiting & transitions
40
FIRST EAGLE INVESTMENT MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$91.40B RAUM · 36 reps · 212-698-3300
Office IT & facilitiesCRMRecruiting & transitions
40
POLEN CAPITAL CREDIT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.44B RAUM · 22 reps · 781-283-8500
Office IT & facilitiesCRMRecruiting & transitions
40
AEW CAPITAL MANAGEMENT LP added office(s): 3 -> 5 additional locations. IAPD ↗fund
$5.79B RAUM · 196 reps · 617-261-9000
Office IT & facilitiesCRMRecruiting & transitions
40
WAFRA INC. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$28.95B RAUM · 76 reps · 212-759-3700 · capitalconstellation.com
Office IT & facilitiesCRMRecruiting & transitions
40
TOWERS WATSON INVESTMENT SERVICES, INC. added office(s): 8 -> 12 additional locations. IAPD ↗fund
$51.37B RAUM · 201 reps · 312-288-7700
Office IT & facilitiesCRMRecruiting & transitions
40
HARBOR CAPITAL ADVISORS, INC. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$50.55B RAUM · 25 reps · (312) 443-4400 · harborfunds.com
Office IT & facilitiesCRMRecruiting & transitions
40
SPUR CAPITAL PARTNERS added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.02B RAUM · 6 reps · 918-331-3800 · spurcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
ORBIMED ADVISORS LLC added office(s): 5 -> 6 additional locations. IAPD ↗fund
$18.21B RAUM · 83 reps · 212-739-6400
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ASSET BASED FINANCE ADVISORS LP added office(s): 2 -> 4 additional locations. IAPD ↗fund
$27.84B RAUM · 70 reps · 212-583-5000 · blackstone.podbean.com
Office IT & facilitiesCRMRecruiting & transitions
40
SALIENT ADVISORS, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$75.3M RAUM · 68 reps · 2147566900 · g.page
Office IT & facilitiesCRMRecruiting & transitions
40
THE ROCK CREEK GROUP, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$16.41B RAUM · 29 reps · 202-331-3400
Office IT & facilitiesCRMRecruiting & transitions
40
MORGAN STANLEY REAL ESTATE ADVISOR, INC. added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$0 RAUM · 83 reps · (212) 761-7160 · morganstanley.com
Office IT & facilitiesCRMRecruiting & transitions
40
FORTRESS INVESTMENT GROUP added office(s): 15 -> 18 additional locations. IAPD ↗fund
$79.96B RAUM · 369 reps · 212-798-6100
Office IT & facilitiesCRMRecruiting & transitions
40
ARES MANAGEMENT LLC added office(s): 37 -> 44 additional locations. IAPD ↗fund
$314.93B RAUM · 1062 reps · 310-201-4100
Office IT & facilitiesCRMRecruiting & transitions
40
FRANCIS LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 18 reps · 866-232-6457 · francisway.com
Office IT & facilitiesCRMRecruiting & transitions
40
ARES CAPITAL MANAGEMENT LLC added office(s): 8 -> 16 additional locations. IAPD ↗fund
$68.59B RAUM · 431 reps · 310-201-4100 · aresmgmt.com
Office IT & facilitiesCRMRecruiting & transitions
40
TPG ANGELO GORDON added office(s): 3 -> 7 additional locations. IAPD ↗fund
$83.69B RAUM · 154 reps · 212.692.2000 · angelogordon.com
Office IT & facilitiesCRMRecruiting & transitions
40
ABSOLUTE INVESTMENT ADVISERS, LLC added office(s): 3 -> 5 additional locations. IAPD ↗fund
$1.63B RAUM · 7 reps · 781-740-1904 · absoluteadvisers.com
Office IT & facilitiesCRMRecruiting & transitions
40
STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. added office(s): 4 -> 5 additional locations. IAPD ↗fund
$71.28B RAUM · 80 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
HQ CAPITAL PRIVATE EQUITY LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$7.77B RAUM · 21 reps · 212-863-2300
Office IT & facilitiesCRMRecruiting & transitions
40
BAIN CAPITAL CREDIT, LP added office(s): 13 -> 14 additional locations. IAPD ↗fund
$63.22B RAUM · 227 reps · 617-516-2318
Office IT & facilitiesCRMRecruiting & transitions
40
57 STARS LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$4.58B RAUM · 17 reps · 202-824-1600 · 57stars.net
Office IT & facilitiesCRMRecruiting & transitions
40
GABELLI & COMPANY INVESTMENT ADVISERS, INC. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.53B RAUM · 18 reps · 914-921-5135 · gabellipartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
TWO SIGMA INVESTMENTS, LP added office(s): 2 -> 3 additional locations. IAPD ↗fund
$83.96B RAUM · 866 reps · (212) 625-5700
Office IT & facilitiesCRMRecruiting & transitions
40
GLENVIEW CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.60B RAUM · 25 reps · 212-812-4700
Office IT & facilitiesCRMRecruiting & transitions
40
TRG MANAGEMENT LP added office(s): 10 -> 11 additional locations. IAPD ↗fund
$8.45B RAUM · 82 reps · 212-984-2900 · rohatyngroup.com
Office IT & facilitiesCRMRecruiting & transitions
40
BALYASNY ASSET MANAGEMENT L.P. added office(s): 23 -> 25 additional locations. IAPD ↗fund
$248.04B RAUM · 814 reps · 312-499-2999 · corbetscap.com
Office IT & facilitiesCRMRecruiting & transitions
40
PALOMA PARTNERS MANAGEMENT COMPANY added office(s): 0 -> 1 additional locations. IAPD ↗fund
$29.37B RAUM · 20 reps · 203-862-8000
Office IT & facilitiesCRMRecruiting & transitions
40
ONEX CREDIT PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$18.26B RAUM · 37 reps · (201) 541-2121 · onex.com
Office IT & facilitiesCRMRecruiting & transitions
40
PENNANTPARK INVESTMENT ADVISERS, LLC added office(s): 0 -> 5 additional locations. IAPD ↗fund
$3.98B RAUM · 24 reps · 212-905-1000
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. added office(s): 3 -> 5 additional locations. IAPD ↗fund
$68.54B RAUM · 150 reps · 212-583-5000 · spoti.fi
Office IT & facilitiesCRMRecruiting & transitions
40
VOLEON CAPITAL MANAGEMENT LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$9.33B RAUM · 13 reps · 341-333-2059
Office IT & facilitiesCRMRecruiting & transitions
40
MS CAPITAL PARTNERS ADVISER INC. added office(s): 5 -> 6 additional locations. IAPD ↗fund
$27.27B RAUM · 128 reps · (212) 761-7160 · morganstanley.com
Office IT & facilitiesCRMRecruiting & transitions
40
CITADEL ADVISORS LLC added office(s): 21 -> 22 additional locations. IAPD ↗fund
$397.05B RAUM · 1132 reps · 305-929-6851
Office IT & facilitiesCRMRecruiting & transitions
40
STOCKBRIDGE CAPITAL GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$19.92B RAUM · 23 reps · 415-658-3300 · stockbridge.com
Office IT & facilitiesCRMRecruiting & transitions
40
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC added office(s): 8 -> 12 additional locations. IAPD ↗fund
$139.84B RAUM · 299 reps · 212-458-6082 · corebridgefinancial.com
Office IT & facilitiesCRMRecruiting & transitions
40
CERBERUS CAPITAL MANAGEMENT, L.P. added office(s): 8 -> 9 additional locations. IAPD ↗fund
$88.21B RAUM · 262 reps · 212-891-2100
Office IT & facilitiesCRMRecruiting & transitions
40
TWO SIGMA ADVISERS, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$75.81B RAUM · 66 reps · (212) 625-5700 · twosigma.com
Office IT & facilitiesCRMRecruiting & transitions
40
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP added office(s): 2 -> 4 additional locations. IAPD ↗fund
$8.28B RAUM · 46 reps · 212-295-6200
Office IT & facilitiesCRMRecruiting & transitions
40
CRESCENT CAPITAL GROUP LP added office(s): 3 -> 4 additional locations. IAPD ↗fund
$42.56B RAUM · 114 reps · 310-235-5900 · crescentcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
PRETIUM CREDIT MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.22B RAUM · 24 reps · 704-628-4100
Office IT & facilitiesCRMRecruiting & transitions
40
ECP added office(s): 5 -> 6 additional locations. IAPD ↗fund
$19.84B RAUM · 52 reps · 973-671-6100 · ecpgp.com
Office IT & facilitiesCRMRecruiting & transitions
40
LUBERT-ADLER MANAGEMENT COMPANY, L.P. added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.82B RAUM · 26 reps · 215-972-2200 · lubertadler.com
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN FINANCE ADVISERS BDC, L.L.C. added office(s): 3 -> 4 additional locations. IAPD ↗fund
$9.71B RAUM · 28 reps · 212-720-0300 · newmountainfinance.com
Office IT & facilitiesCRMRecruiting & transitions
40
SANDS CAPITAL VENTURES, LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$2.88B RAUM · 66 reps · 703-562-4000 · sandscapitalventures.com
Office IT & facilitiesCRMRecruiting & transitions
40
VANCE STREET CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.97B RAUM · 19 reps · 310-231-7100 · vancestreetcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
HUDSON BAY CAPITAL MANAGEMENT LP added office(s): 3 -> 4 additional locations. IAPD ↗fund
$31.12B RAUM · 100 reps · 203-718-5690 · hudsonbaycapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
INDUSTRY VENTURES, L.L.C. added office(s): 2 -> 3 additional locations. IAPD ↗fund
$7.53B RAUM · 24 reps · 415-273-4201
Office IT & facilitiesCRMRecruiting & transitions
40
RELATED FUND MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$12.83B RAUM · 46 reps · 212-801-1000
Office IT & facilitiesCRMRecruiting & transitions
40
DENHAM CAPITAL MANAGEMENT LP added office(s): 4 -> 5 additional locations. IAPD ↗fund
$6.13B RAUM · 26 reps · 617-531-7200
Office IT & facilitiesCRMRecruiting & transitions
40
VERITION FUND MANAGEMENT LLC added office(s): 8 -> 20 additional locations. IAPD ↗fund
$107.25B RAUM · 293 reps · 203-742-7700 · verition.com
Office IT & facilitiesCRMRecruiting & transitions
40
WEBSTER EQUITY PARTNERS, L.P. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.50B RAUM · 24 reps · 781-419-1515
Office IT & facilitiesCRMRecruiting & transitions
40
SVERICA CAPITAL MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.12B RAUM · 19 reps · 617-695-0221
Office IT & facilitiesCRMRecruiting & transitions
40
THOMA BRAVO added office(s): 5 -> 6 additional locations. IAPD ↗fund
$137.68B RAUM · 95 reps · 312-254-3300 · thomabravo.com
Office IT & facilitiesCRMRecruiting & transitions
40
LBC CREDIT PARTNERS added office(s): 3 -> 8 additional locations. IAPD ↗fund
$3.51B RAUM · 47 reps · 215-972-8900 · lbccredit.com
Office IT & facilitiesCRMRecruiting & transitions
40
SRS INVESTMENT MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$12.14B RAUM · 16 reps · 212-520-7900
Office IT & facilitiesCRMRecruiting & transitions
40
KPS CAPITAL PARTNERS, LP added office(s): 3 -> 4 additional locations. IAPD ↗fund
$21.37B RAUM · 96 reps · 212-338-5100
Office IT & facilitiesCRMRecruiting & transitions
40
SILVER POINT CAPITAL, L.P. added office(s): 5 -> 7 additional locations. IAPD ↗fund
$27.91B RAUM · 103 reps · 203-542-4200 · silverpointcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
CLEARLAKE CAPITAL GROUP, L.P. added office(s): 2 -> 3 additional locations. IAPD ↗fund
$62.98B RAUM · 35 reps · 310-400-8800 · clearlake.com
Office IT & facilitiesCRMRecruiting & transitions
40
HARRISON STREET ADVISORS, LLC added office(s): 6 -> 9 additional locations. IAPD ↗fund
$20.25B RAUM · 254 reps · 312-920-0500 · harrisonst.com
Office IT & facilitiesCRMRecruiting & transitions
40
MILLENNIUM MANAGEMENT LLC added office(s): 75 -> 77 additional locations. IAPD ↗fund
$505.94B RAUM · 2660 reps · 212-841-4100
Office IT & facilitiesCRMRecruiting & transitions
40
MADISON INTERNATIONAL REALTY HOLDINGS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗fund
$7.04B RAUM · 31 reps · 212-688-8777
Office IT & facilitiesCRMRecruiting & transitions
40
AFFINIUS CAPITAL added office(s): 0 -> 5 additional locations. IAPD ↗fund
$12.45B RAUM · 64 reps · 212-605-1000 · affiniuscapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
GRANDEUR PEAK GLOBAL ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.32B RAUM · 37 reps · 801-384-0000
Office IT & facilitiesCRMRecruiting & transitions
40
LS POWER EQUITY ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$9.00B RAUM · 95 reps · 212-615-3456
Office IT & facilitiesCRMRecruiting & transitions
40
BENEFIT STREET PARTNERS L.L.C. added office(s): 3 -> 6 additional locations. IAPD ↗fund
$28.30B RAUM · 107 reps · 212-588-6770
Office IT & facilitiesCRMRecruiting & transitions
40
SIXTH STREET ADVISERS, LLC added office(s): 7 -> 8 additional locations. IAPD ↗fund
$70.98B RAUM · 275 reps · 469-621-3001
Office IT & facilitiesCRMRecruiting & transitions
40
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC added office(s): 13 -> 16 additional locations. IAPD ↗fund
$26.50B RAUM · 232 reps · 310-201-4100 · arescre.com
Office IT & facilitiesCRMRecruiting & transitions
40
PALLADIUM EQUITY PARTNERS ADVISOR, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.42B RAUM · 29 reps · 212-218-5150 · palladiumequity.com
Office IT & facilitiesCRMRecruiting & transitions
40
BRIDGE INVESTMENT GROUP added office(s): 9 -> 11 additional locations. IAPD ↗fund
$47.00B RAUM · 310 reps · 801-716-1463 · somerbyseniorliving.com
Office IT & facilitiesCRMRecruiting & transitions
40
TPG CAPITAL ADVISORS, LLC added office(s): 11 -> 12 additional locations. IAPD ↗fund
$112.21B RAUM · 350 reps · 817-871-4000 · tpg.com
Office IT & facilitiesCRMRecruiting & transitions
40
GLADE BROOK CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.12B RAUM · 7 reps · 203-861-3000 · gladebrookcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
VIVO CAPITAL, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$5.81B RAUM · 43 reps · 650-688-0818
Office IT & facilitiesCRMRecruiting & transitions
40
MAPLELANE CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.66B RAUM · 13 reps · 212-235-0800
Office IT & facilitiesCRMRecruiting & transitions
40
YUKON PARTNERS MANAGEMENT, L.L.C. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.84B RAUM · 16 reps · 612-435-7800
Office IT & facilitiesCRMRecruiting & transitions
40
MATRIX CAPITAL MANAGEMENT COMPANY, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$12.09B RAUM · 17 reps · 781-522-4962
Office IT & facilitiesCRMRecruiting & transitions
40
TISHMAN SPEYER PROPERTIES, L.P. added office(s): 24 -> 25 additional locations. IAPD ↗fund
$16.08B RAUM · 187 reps · 212-715-0300 · tishmanspeyer.com
Office IT & facilitiesCRMRecruiting & transitions
40
RA CAPITAL MANAGEMENT, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$11.32B RAUM · 80 reps · 617-778-2500 · racap.com
Office IT & facilitiesCRMRecruiting & transitions
40
NUVEEN ALTERNATIVES ADVISORS LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$141.60B RAUM · 42 reps · 212-490-9000 · nuveen.com
Office IT & facilitiesCRMRecruiting & transitions
40
TCV added office(s): 2 -> 3 additional locations. IAPD ↗fund
$20.01B RAUM · 48 reps · 650-614-8200 · podcasts.com
Office IT & facilitiesCRMRecruiting & transitions
40
5AM VENTURES added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.45B RAUM · 19 reps · 408-876-7197 · 5amventures.com
Office IT & facilitiesCRMRecruiting & transitions
40
LGT CAPITAL PARTNERS (USA) INC. added office(s): 4 -> 5 additional locations. IAPD ↗fund
$55.73B RAUM · 45 reps · 212-336-0650 · lgtcp.com
Office IT & facilitiesCRMRecruiting & transitions
40
BERKSHIRE PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$23.27B RAUM · 96 reps · (617) 227-0050
Office IT & facilitiesCRMRecruiting & transitions
40
H.I.G. CAPITAL, LLC added office(s): 18 -> 19 additional locations. IAPD ↗fund
$57.35B RAUM · 558 reps · 305-379-2322 · hig.com
Office IT & facilitiesCRMRecruiting & transitions
40
FIVE POINTS CAPITAL LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$1.22B RAUM · 15 reps · 336-733-0350 · fivepointscapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
CARMEL PARTNERS added office(s): 3 -> 5 additional locations. IAPD ↗fund
$6.03B RAUM · 16 reps · 415-273-2900 · carmelpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
FLORIN PENSIONS LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 4 reps · 415-230-5377 · florinpensions.com
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN CAPITAL, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$27.29B RAUM · 126 reps · 212-720-0300 · wikipedia.org
Office IT & facilitiesCRMRecruiting & transitions
40
WALLEYE CAPITAL LLC added office(s): 7 -> 13 additional locations. IAPD ↗fund
$31.70B RAUM · 192 reps · 952-345-5200 · walleyecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
TIGER INFRASTRUCTURE PARTNERS LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.09B RAUM · 23 reps · 212-201-2180
Office IT & facilitiesCRMRecruiting & transitions
40
RP MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$17.65B RAUM · 43 reps · 212-883-0200
Office IT & facilitiesCRMRecruiting & transitions
40
LONGITUDE CAPITAL MANAGEMENT CO., LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.67B RAUM · 19 reps · 650-854-5700 · longitudecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
137 VENTURES MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.56B RAUM · 10 reps · 415-513-5222
Office IT & facilitiesCRMRecruiting & transitions
40
GENERAL CATALYST added office(s): 4 -> 5 additional locations. IAPD ↗fund
$27.32B RAUM · 63 reps · 617-234-7000
Office IT & facilitiesCRMRecruiting & transitions
40
GREYCROFT LP added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.56B RAUM · 21 reps · 212-756-3508 · angel.co
Office IT & facilitiesCRMRecruiting & transitions
40
INTERMEDIATE CAPITAL GROUP, INC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$30.39B RAUM · 90 reps · 212-710-9650 · icgam.com
Office IT & facilitiesCRMRecruiting & transitions
40
THRIVE CAPITAL added office(s): 1 -> 2 additional locations. IAPD ↗fund
$15.57B RAUM · 27 reps · (646) 680-0240
Office IT & facilitiesCRMRecruiting & transitions
40
VALLEY FORGE CAPITAL MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.61B RAUM · 2 reps · 305-210-6000 · valleyforgecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
HAWK RIDGE CAPITAL MANAGEMENT LP added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.36B RAUM · 9 reps · 310-594-7350 · hawkridgellc.com
Office IT & facilitiesCRMRecruiting & transitions
40
STAR MOUNTAIN FUND MANAGEMENT, LLC added office(s): 9 -> 10 additional locations. IAPD ↗fund
$3.88B RAUM · 69 reps · 212-810-9044
Office IT & facilitiesCRMRecruiting & transitions
40
PPC ENTERPRISES LLC added office(s): 3 -> 5 additional locations. IAPD ↗fund
$2.05B RAUM · 24 reps · 212-768-4554 · ppcenterprises.com
Office IT & facilitiesCRMRecruiting & transitions
40
RIBBIT CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$12.33B RAUM · 14 reps · 650-485-3758 · ribbitcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
CORRY CAPITAL ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.19B RAUM · 5 reps · 412-741-2700
Office IT & facilitiesCRMRecruiting & transitions
40
CETERA INVESTMENT MANAGEMENT LLC added office(s): 2 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 13 reps · 310-257-7880 · cetera.com
Office IT & facilitiesCRMRecruiting & transitions
40
ANTHOS CAPITAL added office(s): 1 -> 3 additional locations. IAPD ↗fund
$2.83B RAUM · 22 reps · 424-322-7082
Office IT & facilitiesCRMRecruiting & transitions
40
A SMARTER WAY TO INVEST, INC. added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$84.8M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
Office IT & facilitiesCRMRecruiting & transitions
40
SAGARD REAL ESTATE ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.15B RAUM · 24 reps · 303-986-2222 · sagard.com
Office IT & facilitiesCRMRecruiting & transitions
40
BRIGHTWOOD CAPITAL ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.99B RAUM · 27 reps · 646-957-9539
Office IT & facilitiesCRMRecruiting & transitions
40
MACK REAL ESTATE CREDIT STRATEGIES, L.P. added office(s): 3 -> 4 additional locations. IAPD ↗fund
$1.49B RAUM · 39 reps · 212-484-0050 · mackregroup.com
Office IT & facilitiesCRMRecruiting & transitions
40
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$8.26B RAUM · 52 reps · 212-235-1000 · redbirdcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
ARMISTICE CAPITAL LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$5.91B RAUM · 17 reps · 212-231-4930 · armisticecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
OBERLAND CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.12B RAUM · 19 reps · 212-257-5850 · oberlandcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
NEW STATE CAPITAL PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.21B RAUM · 18 reps · 212-675-1600
Office IT & facilitiesCRMRecruiting & transitions
40
QUANTBOT TECHNOLOGIES, LP added office(s): 3 -> 5 additional locations. IAPD ↗fund
$2.93B RAUM · 39 reps · 212-922-9624 · quantbot.com
Office IT & facilitiesCRMRecruiting & transitions
40
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$15.29B RAUM · 26 reps · 212-257-5757
Office IT & facilitiesCRMRecruiting & transitions
40
GCP INVESTMENT ADVISOR, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.60B RAUM · 72 reps · 312-966-3800 · greencourtepartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
ENGINEERS GATE MANAGER LP added office(s): 3 -> 5 additional locations. IAPD ↗fund
$6.48B RAUM · 60 reps · 646-757-2800
Office IT & facilitiesCRMRecruiting & transitions
40
SUMERU EQUITY PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.51B RAUM · 41 reps · 650-522-3300 · sumeruequity.com
Office IT & facilitiesCRMRecruiting & transitions
40
QUANTUM CAPITAL GROUP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$19.72B RAUM · 68 reps · 713-452-2000 · quantumcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
UPFRONT VENTURES added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.73B RAUM · 16 reps · 310-785-5100
Office IT & facilitiesCRMRecruiting & transitions
40
ICAPITAL ADVISORS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$85.93B RAUM · 18 reps · 212-994-7400 · icapitalnetwork.com
Office IT & facilitiesCRMRecruiting & transitions
40
ACRES added office(s): 4 -> 5 additional locations. IAPD ↗fund
$3.65B RAUM · 19 reps · 516-535-0015 · acresreit.com
Office IT & facilitiesCRMRecruiting & transitions
40
THEOREM added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.02B RAUM · 29 reps · 415-489-0457 · theoremlp.com
Office IT & facilitiesCRMRecruiting & transitions
40
HILL PATH CAPITAL LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.07B RAUM · 16 reps · 212-632-5420 · hillpathcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
TRUTINO CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$8.49B RAUM · 5 reps · 212-257-6765 · trutino.com
Office IT & facilitiesCRMRecruiting & transitions
40
ANTARES CAPITAL ADVISERS LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$37.06B RAUM · 205 reps · (312) 889-9920 · antares.com
Office IT & facilitiesCRMRecruiting & transitions
40
HPS INVESTMENT PARTNERS, LLC added office(s): 16 -> 19 additional locations. IAPD ↗fund
$125.78B RAUM · 283 reps · 212-287-6767
Office IT & facilitiesCRMRecruiting & transitions
40
FORT BAKER CAPITAL MANAGEMENT LP added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.24B RAUM · 7 reps · 415-306-5508 · fortbakercapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
POINT72 ASSET MANAGEMENT, L.P. added office(s): 28 -> 36 additional locations. IAPD ↗fund
$172.10B RAUM · 1271 reps · 203-890-2000 · link.chtbl.com
Office IT & facilitiesCRMRecruiting & transitions
40
KLINE HILL PARTNERS LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.99B RAUM · 27 reps · 203-987-6120 · klinehill.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLOCKCHAIN CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.36B RAUM · 13 reps · 415-677-5340 · blockchaincapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
PANTERA CAPITAL added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.16B RAUM · 11 reps · 650-854-7000
Office IT & facilitiesCRMRecruiting & transitions
40
GRAIN MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$6.27B RAUM · 35 reps · 202-779-9055 · graingp.com
Office IT & facilitiesCRMRecruiting & transitions
40
MOTIVE CAPITAL MANAGEMENT, LLC added office(s): 1 -> 5 additional locations. IAPD ↗fund
$4.85B RAUM · 33 reps · (212) 651-0200
Office IT & facilitiesCRMRecruiting & transitions
40
WATERTON INVESTMENT ADVISER, L.L.C. added office(s): 4 -> 5 additional locations. IAPD ↗fund
$4.71B RAUM · 64 reps · 312-948-4500 · g.page
Office IT & facilitiesCRMRecruiting & transitions
40
CENTIVA CAPITAL, LP added office(s): 13 -> 18 additional locations. IAPD ↗fund
$18.99B RAUM · 148 reps · 212-554-4180 · centivacapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
DIGITAL ALPHA ADVISORS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.81B RAUM · 9 reps · (408) 660-7014 · digitalalpha.net
Office IT & facilitiesCRMRecruiting & transitions
40
STWD INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 7 additional locations. IAPD ↗fund
$4.95B RAUM · 105 reps · 305.695.5500
Office IT & facilitiesCRMRecruiting & transitions
40
ANZU PARTNERS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.04B RAUM · 10 reps · 202 742 5870
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ISG-I ADVISORS L.L.C. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$132.74B RAUM · 30 reps · 212-583-5000 · soundcloud.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ISG-II ADVISORS L.L.C. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$14.29B RAUM · 30 reps · 212-583-5000 · soundcloud.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$48.61B RAUM · 43 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
BLOCKTOWER CAPITAL ADVISORS LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.69B RAUM · 17 reps · (203) 989-3661
Office IT & facilitiesCRMRecruiting & transitions
40
FEDERATED INTERNATIONAL SECURITIES CORP. added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 4 reps · (412) 288-1900
Office IT & facilitiesCRMRecruiting & transitions
40
CERES PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.60B RAUM · 14 reps · (855) 242-3737 · cerespartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC added office(s): 7 -> 9 additional locations. IAPD ↗fund
$39.06B RAUM · 116 reps · 561-544-7475 · digitalbridge.com
Office IT & facilitiesCRMRecruiting & transitions
40
PATHLIGHT CAPITAL added office(s): 13 -> 24 additional locations. IAPD ↗fund
$2.79B RAUM · 20 reps · 617-830-7055 · pathlightcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
BAIN CAPITAL REAL ESTATE, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$9.37B RAUM · 52 reps · 617-516-2500
Office IT & facilitiesCRMRecruiting & transitions
40
RRG CAPITAL MANAGEMENT LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.46B RAUM · 32 reps · 323-936-9303 · renewablegroup.com
Office IT & facilitiesCRMRecruiting & transitions
40
SOUND POINT CLO C-MOA, LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.49B RAUM · 15 reps · 212-895-2280
Office IT & facilitiesCRMRecruiting & transitions
40
HUMAN CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.14B RAUM · 17 reps · 415-295-2379
Office IT & facilitiesCRMRecruiting & transitions
40
COMPASS ROSE ASSET MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗fund
$12.35B RAUM · 18 reps · 212-888-1433 · compassroseam.com
Office IT & facilitiesCRMRecruiting & transitions
40
ACCESS HOLDINGS MANAGEMENT COMPANY LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$2.90B RAUM · 28 reps · 443-836-6931 · accessholdings.com
Office IT & facilitiesCRMRecruiting & transitions
40
MIDDLEGROUND CAPITAL added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.76B RAUM · 38 reps · 859-721-1466
Office IT & facilitiesCRMRecruiting & transitions
40
POLARIS GROWTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$4.46B RAUM · 31 reps · 781-290-0770
Office IT & facilitiesCRMRecruiting & transitions
40
SWEETWATER PRIVATE EQUITY added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.14B RAUM · 11 reps · 760-652-6353
Office IT & facilitiesCRMRecruiting & transitions
40
ARA PARTNERS added office(s): 2 -> 3 additional locations. IAPD ↗fund
$6.17B RAUM · 32 reps · (713) 337-9150 · arapartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
LONG PATH PARTNERS, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.02B RAUM · 11 reps · 203-883-1967
Office IT & facilitiesCRMRecruiting & transitions
40
CORTLAND INVESTMENT MANAGEMENT, LLC added office(s): 6 -> 7 additional locations. IAPD ↗fund
$5.58B RAUM · 123 reps · 404-965-3988 · cortland.com
Office IT & facilitiesCRMRecruiting & transitions
40
NASSAU PRIVATE CREDIT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.18B RAUM · 5 reps · (203) 902-5522 · npc.nfg.com
Office IT & facilitiesCRMRecruiting & transitions
40
GUGGENHEIM CORPORATE FUNDING, LLC added office(s): 0 -> 3 additional locations. IAPD ↗fund
$8.00B RAUM · 12 reps · 212-739-0700 · guggenheiminvestments.com
Office IT & facilitiesCRMRecruiting & transitions
40
WOODLINE PARTNERS LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$15.02B RAUM · 41 reps · 415-801-4550 · woodlinepartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
WESTCAP MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$6.35B RAUM · 20 reps · 6466454356
Office IT & facilitiesCRMRecruiting & transitions
40
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$34.84B RAUM · 40 reps · 212-257-5757 · pretium.com
Office IT & facilitiesCRMRecruiting & transitions
40
AVIDITY PARTNERS MANAGEMENT LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$5.27B RAUM · 16 reps · 214-550-1822
Office IT & facilitiesCRMRecruiting & transitions
40
GLP CAPITAL PARTNERS, INC. added office(s): 5 -> 6 additional locations. IAPD ↗fund
$9.38B RAUM · 30 reps · (310) 393-6788 · gcp.com
Office IT & facilitiesCRMRecruiting & transitions
40
BSP CLO MANAGEMENT LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$4.22B RAUM · 107 reps · 212-588-6770 · benefitsreetpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUEPRINT FUND MANAGEMENT added office(s): 1 -> 5 additional locations. IAPD ↗institutional
$218.8M RAUM · 2 reps · 336-609-7522 · blueprintmutualfunds.com
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. added office(s): 3 -> 4 additional locations. IAPD ↗fund
$1.86B RAUM · 21 reps · 212-720-0300 · newmountainfinance.com
Office IT & facilitiesCRMRecruiting & transitions
40
ARCTOS PARTNERS added office(s): 1 -> 2 additional locations. IAPD ↗fund
$9.83B RAUM · 45 reps · 972-918-3800
Office IT & facilitiesCRMRecruiting & transitions
40
AQUATIC CAPITAL MANAGEMENT LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$5.54B RAUM · 66 reps · 312-858-6200 · aquatic.com
Office IT & facilitiesCRMRecruiting & transitions
40
C-BRIDGE CAPITAL LLC added office(s): 4 -> 6 additional locations. IAPD ↗fund
$4.53B RAUM · 4 reps · +646 998 3080 · cbridgecap.com
Office IT & facilitiesCRMRecruiting & transitions
40
GHISALLO CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.79B RAUM · 19 reps · 617-502-5735 · ghisallo.com
Office IT & facilitiesCRMRecruiting & transitions
40
STABLE ASSET MANAGEMENT LP added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.25B RAUM · 5 reps · +1 212 808 2062
Office IT & facilitiesCRMRecruiting & transitions
40
EDISON PARTNERS MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.68B RAUM · 17 reps · (609) 896-1900 · edisonpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
NORTH REEF CAPITAL MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.84B RAUM · 4 reps · 949-482-2121
Office IT & facilitiesCRMRecruiting & transitions
40
MOUNT LOGAN MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.09B RAUM · 9 reps · 212-891-2880
Office IT & facilitiesCRMRecruiting & transitions
40
TCG CROSSOVER MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.20B RAUM · 6 reps · 650-924-9424 · tcgcrossover.com
Office IT & facilitiesCRMRecruiting & transitions
40
PATIENT SQUARE CAPITAL, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.88B RAUM · 28 reps · (650) 677-8100 · patientsquarecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
DEEP TRACK CAPITAL, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.12B RAUM · 13 reps · 203-409-0810 · deeptrackcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
TPG SOLUTIONS ADVISORS added office(s): 7 -> 9 additional locations. IAPD ↗fund
$4.54B RAUM · 48 reps · 817-871-4000 · tpg.com
Office IT & facilitiesCRMRecruiting & transitions
40
10T HOLDINGS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.18B RAUM · 12 reps · 203-441-7300 · 10tfund.com
Office IT & facilitiesCRMRecruiting & transitions
40
RETIREFUL LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$244.5M RAUM · 2 reps · 866-464-6608 · mohrfunds.com
Office IT & facilitiesCRMRecruiting & transitions
40
LIBERTY STRATEGIC CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.81B RAUM · 13 reps · 202-984-7070 · libertycapitallp.com
Office IT & facilitiesCRMRecruiting & transitions
40
EISLER CAPITAL (US) LLC added office(s): 1 -> 4 additional locations. IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
GENERATE ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.23B RAUM · 11 reps · 212-782-3480
Office IT & facilitiesCRMRecruiting & transitions
40
SANDBROOK CAPITAL MANAGEMENT LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.15B RAUM · 17 reps · 475-268-1450 · sandbrook.com
Office IT & facilitiesCRMRecruiting & transitions
40
GREENLAND CAPITAL MANAGEMENT LP added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.19B RAUM · 23 reps · 212-390-9577
Office IT & facilitiesCRMRecruiting & transitions
40
REALTERM added office(s): 12 -> 14 additional locations. IAPD ↗fund
$9.21B RAUM · 87 reps · 410-280-1100 · realterm.com
Office IT & facilitiesCRMRecruiting & transitions
40
CRESCENT CAP NT ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$148.7M RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com
Office IT & facilitiesCRMRecruiting & transitions
40
CORIENT IA LLC added office(s): 6 -> 10 additional locations. IAPD ↗fund
$4.60B RAUM · 45 reps · (786) 530-4306
Office IT & facilitiesCRMRecruiting & transitions
40
CAPINSIGHTS PARTNERS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$0 RAUM · 3 reps · 326-740-4710 · capinsights.partners
Office IT & facilitiesCRMRecruiting & transitions
40
ELITE PORTFOLIOS added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 1 reps · 402-670-7704 · elitetamp.com
Office IT & facilitiesCRMRecruiting & transitions
40
ASPIRE STRATEGIST PORTFOLIOS LLC added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$29.8M RAUM · 3 reps · 212 292 3177
Office IT & facilitiesCRMRecruiting & transitions
40
ANTHELION CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.27B RAUM · 7 reps · 212 339 1900
Office IT & facilitiesCRMRecruiting & transitions
40
KODAI CAPITAL MANAGEMENT LP added office(s): 5 -> 6 additional locations. IAPD ↗fund
$6.10B RAUM · 25 reps · 312-264-0620 · kodaicapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
PRESTON CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.04B RAUM · 9 reps · 949-272-2000 · prestoncap.com
Office IT & facilitiesCRMRecruiting & transitions
40
ANTARES CAPITAL CREDIT ADVISERS LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 205 reps · 312-889-9920 · antares.com
Office IT & facilitiesCRMRecruiting & transitions
40
SANJAC ALPHA LP added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · 713-366-7059
Office IT & facilitiesCRMRecruiting & transitions
38
GLOBAL ENVIRONMENT FUND added office(s): 0 -> 1 additional locations. IAPD ↗fund
$325.0M RAUM · 2 reps · 571-331-0374 · globalenvironmentfund.com
Office IT & facilitiesCRMRecruiting & transitions
38
BROADOAK ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$371.0M RAUM · 8 reps · 301-358-2692 · broadoak.com
Office IT & facilitiesCRMRecruiting & transitions
38
SAGE ADVISORS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$538.1M RAUM · 14 reps · 212-850-4260
Office IT & facilitiesCRMRecruiting & transitions
38
QUANTUM CAPITAL GROUP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$539.7M RAUM · 68 reps · 713-452-2000 · quantumcap.com
Office IT & facilitiesCRMRecruiting & transitions
38
ZWEIG-DIMENNA ASSOCIATES LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$990.6M RAUM · 14 reps · 212-451-1100 · zweig-dimenna.com
Office IT & facilitiesCRMRecruiting & transitions
38
ROSE PARK ADVISORS, LLC added office(s): 2 -> 5 additional locations. IAPD ↗fund
$630.1M RAUM · 6 reps · 617-849-9239
Office IT & facilitiesCRMRecruiting & transitions
38
KETTLE HILL CAPITAL MANAGEMENT, LLC added office(s): 0 -> 9 additional locations. IAPD ↗fund
$748.9M RAUM · 7 reps · 212-488-1728 · kettlehill.com
Office IT & facilitiesCRMRecruiting & transitions
38
ACORN GROWTH COMPANIES, LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$574.1M RAUM · 12 reps · 405-737-2676 · acorngrowthcompanies.com
Office IT & facilitiesCRMRecruiting & transitions
38
PSC CAPITAL PARTNERS LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$301.0M RAUM · 8 reps · 612-303-6000 · pipersandler.com
Office IT & facilitiesCRMRecruiting & transitions
38
THACKERAY PARTNERS added office(s): 0 -> 2 additional locations. IAPD ↗fund
$413.2M RAUM · 19 reps · 214-360-7830 · thackeraypartners.com
Office IT & facilitiesCRMRecruiting & transitions
38
ENHANCED CAPITAL PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$969.1M RAUM · 14 reps · 504-569-7900
Office IT & facilitiesCRMRecruiting & transitions
38
NISHKAMA CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$845.7M RAUM · 7 reps · 6466193629
Office IT & facilitiesCRMRecruiting & transitions
38
GREY ROCK ENERGY MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$397.7M RAUM · 4 reps · 214-396-2850 · grey-rock.com
Office IT & facilitiesCRMRecruiting & transitions
38
STERLING BAY CAPITAL ADVISERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$586.3M RAUM · 38 reps · 312-466-4100
Office IT & facilitiesCRMRecruiting & transitions
38
COMMUNITY INVESTMENT MANAGEMENT LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$892.3M RAUM · 19 reps · 415-857-3233 · cim-llc.com
Office IT & facilitiesCRMRecruiting & transitions
38
GREENLAKE ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$843.4M RAUM · 8 reps · 626-529-1080 · greenlakefund.com
Office IT & facilitiesCRMRecruiting & transitions
38
MUDDY WATERS CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$439.7M RAUM · 7 reps · (415) 488-3167
Office IT & facilitiesCRMRecruiting & transitions
38
ARGAND PARTNERS, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$929.0M RAUM · 12 reps · 212-588-6470 · argandequity.com
Office IT & facilitiesCRMRecruiting & transitions
38
LWO LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$278.6M RAUM · 20 reps · 469-351-3470
Office IT & facilitiesCRMRecruiting & transitions
38
PROPEL VENTURE PARTNERS MANAGEMENT CO. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$749.0M RAUM · 4 reps · 415-754-9344 · propel.vc
Office IT & facilitiesCRMRecruiting & transitions
38
FALL LINE CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$484.3M RAUM · 9 reps · 650-235-4032 · fall-line-capital.com
Office IT & facilitiesCRMRecruiting & transitions
38
GREAT ELM CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$288.4M RAUM · 8 reps · 561-214-7901 · greatelmgroup.com
Office IT & facilitiesCRMRecruiting & transitions
38
AIGH CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$318.9M RAUM · 3 reps · 410-415-6464
Office IT & facilitiesCRMRecruiting & transitions
38
FINTECH COLLECTIVE MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$861.1M RAUM · 14 reps · 862-370-9344
Office IT & facilitiesCRMRecruiting & transitions
38
HAZOOR PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$259.7M RAUM · 4 reps · 458-203-0665 · hazoorpartners.com
Office IT & facilitiesCRMRecruiting & transitions
38
OCTAGON FINANCE LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$259.9M RAUM · 5 reps · 434-977-7770 · octagonfinance.com
Office IT & facilitiesCRMRecruiting & transitions
38
PARK CITIES ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$398.2M RAUM · 7 reps · 469-249-1000
Office IT & facilitiesCRMRecruiting & transitions
38
CITYMARK CAPITAL MANAGEMENT COMPANY LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$463.2M RAUM · 10 reps · (216) 453-8080 · citymarkcapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
WINDMUEHLE, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$275.8M RAUM · 1 reps · 512-649-0903
Office IT & facilitiesCRMRecruiting & transitions
38
FIN CAPITAL added office(s): 1 -> 3 additional locations. IAPD ↗fund
$812.1M RAUM · 14 reps · 415-300-0702 · fin.capital
Office IT & facilitiesCRMRecruiting & transitions
38
SOFTVEST ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗fund
$544.2M RAUM · 7 reps · 325-677-6177
Office IT & facilitiesCRMRecruiting & transitions
38
P4G CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$397.7M RAUM · 7 reps · (415) 510-2160
Office IT & facilitiesCRMRecruiting & transitions
38
UPPER90 added office(s): 1 -> 2 additional locations. IAPD ↗fund
$815.8M RAUM · 10 reps · (646) 979-0719
Office IT & facilitiesCRMRecruiting & transitions
38
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$477.5M RAUM · 5 reps · 650-444-5874 · realicap.com
Office IT & facilitiesCRMRecruiting & transitions
38
ILLUMEN CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$277.6M RAUM · 4 reps · 510-250-1510
Office IT & facilitiesCRMRecruiting & transitions
38
CAPRICE CAPITAL PARTNERS, LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$330.7M RAUM · 4 reps · 310-893-5070 · capricecapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
AIMPERA CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$802.3M RAUM · 9 reps · 415-463-3965
Office IT & facilitiesCRMRecruiting & transitions
38
PERMANENT EQUITY MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗fund
$400.8M RAUM · 15 reps · 573-445-0678 · permanentequity.com
Office IT & facilitiesCRMRecruiting & transitions
38
BASTION MANAGEMENT II LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$403.6M RAUM · 7 reps · -10060 · bastionmgmt.com
Office IT & facilitiesCRMRecruiting & transitions
38
CRG FUND MANAGER, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$473.4M RAUM · 2 reps · 312-216-5624 · realcrg.com
Office IT & facilitiesCRMRecruiting & transitions
38
GULLANE CAPITAL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$260.7M RAUM · 1 reps · 901-766-1969
Office IT & facilitiesCRMRecruiting & transitions
38
LS BDC ADVISER, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$548.9M RAUM · 35 reps · 786 598 2089
Office IT & facilitiesCRMRecruiting & transitions
38
SECTION PARTNERS MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$588.0M RAUM · 7 reps · (650) 294-8547 · sectionpartners.com
Office IT & facilitiesCRMRecruiting & transitions
38
COMUNIDAD REALTY PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$264.8M RAUM · 7 reps · 619-955-7665
Office IT & facilitiesCRMRecruiting & transitions
38
B. RILEY WEALTH PRIVATE SHARES added office(s): 2 -> 3 additional locations. IAPD ↗fund
$297.4M RAUM · 5 reps · 901-251-1330
Office IT & facilitiesCRMRecruiting & transitions
38
GREY ROCK MANAGEMENT PARTNERS IV, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$392.4M RAUM · 4 reps · 214-396-2850 · grey-rock.com
Office IT & facilitiesCRMRecruiting & transitions
38
CRE VENTURE CAPITAL, INC. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$368.0M RAUM · 5 reps · 917 583 4687 · cre.vc
Office IT & facilitiesCRMRecruiting & transitions
38
VERSO PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$532.3M RAUM · 4 reps · 415-214-3917
Office IT & facilitiesCRMRecruiting & transitions
38
SATOR GROVE MANAGEMENT COMPANY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$448.3M RAUM · 2 reps · 574-329-3054 · satorgrove.com
Office IT & facilitiesCRMRecruiting & transitions
38
TRIMER CAPITAL MANAGEMENT LP added office(s): 0 -> 3 additional locations. IAPD ↗fund
$704.3M RAUM · 6 reps · 212-572-6200 · crunchbase.com
Office IT & facilitiesCRMRecruiting & transitions
38
WARWICK CAPITAL PARTNERS (US) LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$432.5M RAUM · 9 reps · 917-828-2630 · warwickcap.com
Office IT & facilitiesCRMRecruiting & transitions
38
AMERGIN ASSET MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$695.9M RAUM · 5 reps · 561-760-1957
Office IT & facilitiesCRMRecruiting & transitions
38
S2 FUND MANAGER, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$312.2M RAUM · 14 reps · 214-377-2977 · s2cp.com
Office IT & facilitiesCRMRecruiting & transitions
38
FIRMAMENT CAP ADVISORS, LLC added office(s): 6 -> 7 additional locations. IAPD ↗fund
$526.2M RAUM · 20 reps · 212-956-1061
Office IT & facilitiesCRMRecruiting & transitions
38
BRACCO ASSET MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗fund
$276.2M RAUM · 5 reps · (646) 989-4040
Office IT & facilitiesCRMRecruiting & transitions
38
ZBS PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$728.0M RAUM · 5 reps · 949-228-2545 · zbspartners.com
Office IT & facilitiesCRMRecruiting & transitions
35
OPPENHEIMERFUNDS INC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$197.0M RAUM · 0 reps · 212-323-0200
Office IT & facilitiesCRMRecruiting & transitions
35
THE TOKARZ GROUP ADVISERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$34.0M RAUM · 2 reps · 914-701-0310 · ttga.com
Office IT & facilitiesCRMRecruiting & transitions
35
LUMINA FUND MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.0M RAUM · 2 reps · 212-918-4645 · luminafund.com
Office IT & facilitiesCRMRecruiting & transitions
35
CINTRIFUSE CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$173.2M RAUM · 4 reps · 513-246-2706 · cintrifuse.com
Office IT & facilitiesCRMRecruiting & transitions
35
NEXTGEN GROWTH PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$234.7M RAUM · 4 reps · (312) 882-8998 · nextgengp.com
Office IT & facilitiesCRMRecruiting & transitions
35
SAAS CAPITAL, LLC added office(s): 5 -> 6 additional locations. IAPD ↗fund
$174.3M RAUM · 6 reps · 303-870-9529 · saas-capital.com
Office IT & facilitiesCRMRecruiting & transitions
35
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$232.3M RAUM · 4 reps · 612-303-6000 · pipersandler.com
Office IT & facilitiesCRMRecruiting & transitions
35
FOREST ROAD ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$25.3M RAUM · 12 reps · 302-265-0167 · forestroadco.com
Office IT & facilitiesCRMRecruiting & transitions
35
FUND ASSET MANAGERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$8.5M RAUM · 4 reps · 203-629-3300
Office IT & facilitiesCRMRecruiting & transitions
35
ASTEROZOA MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗fund
$106.0M RAUM · 3 reps · 858-692-8461 · asterozoacapital.com
Office IT & facilitiesCRMRecruiting & transitions
35
HIVEMIND CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$220.9M RAUM · 5 reps · 917-692-9525 · hivemindcapital.co
Office IT & facilitiesCRMRecruiting & transitions
35
UNLIMITED added office(s): 0 -> 1 additional locations. IAPD ↗fund
$42.5M RAUM · 2 reps · 617-233-7280 · unlimitedfunds.com
Office IT & facilitiesCRMRecruiting & transitions
35
SUNSTONE ADVISORS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$104.9M RAUM · 11 reps · 949-744-7808
Office IT & facilitiesCRMRecruiting & transitions
25
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$46.18B RAUM · 48 reps · 604-685-2020
Office IT & facilitiesCRMRecruiting & transitions
25
MACKENZIE INVESTMENTS added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$158.22B RAUM · 107 reps · 416-967-2323
Office IT & facilitiesCRMRecruiting & transitions
25
EVELYN PARTNERS ASSET MANAGEMENT LIMITED added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$1.14B RAUM · 154 reps · 442071314000 · usa.evelyn.com
Office IT & facilitiesCRMRecruiting & transitions
25
STEADVIEW CAPITAL MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$2.85B RAUM · 9 reps · +44 203 827 9824 · steadview.com
Office IT & facilitiesCRMRecruiting & transitions
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY added office(s): 0 -> 6 additional locations. IAPD ↗foreign
$2.46B RAUM · 68 reps · -23155876 · fosuncapital.com
Office IT & facilitiesCRMRecruiting & transitions
25
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. added office(s): 25 -> 29 additional locations. IAPD ↗foreign
$64.58B RAUM · 1175 reps · 416-363-9491 · brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
25
EATON VANCE ADVISERS INTERNATIONAL LTD. added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$25.78B RAUM · 63 reps · 44 (0) 203 207 1900 · eatonvance.co.uk
Office IT & facilitiesCRMRecruiting & transitions
25
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$3.09B RAUM · 10 reps · 65-69225800 · kjrm.co.jp
Office IT & facilitiesCRMRecruiting & transitions
23
RESOLUTE GLOBAL PARTNERS, LTD. added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$317.8M RAUM · 5 reps · 441 294 8300
Office IT & facilitiesCRMRecruiting & transitions
23
SILVER HEIGHTS CAPITAL MANAGEMENT INC. added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$615.2M RAUM · 2 reps · 416-342-5624
Office IT & facilitiesCRMRecruiting & transitions
23
ABRDN PRIVATE EQUITY (EUROPE) LIMITED added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$606.8M RAUM · 23 reps · 011 44 131 245 0055
Office IT & facilitiesCRMRecruiting & transitions
20
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED added office(s): 5 -> 6 additional locations. IAPD ↗foreign
$0 RAUM · 42 reps · 613-9119-5606
Office IT & facilitiesCRMRecruiting & transitions
20
HEITMAN INTERNATIONAL LLC added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$0 RAUM · 57 reps · +44.20.7318.1030
Office IT & facilitiesCRMRecruiting & transitions
20
RAISON ASSET MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$55.6M RAUM · 5 reps · +372 602 6855 · wealth.raison.app
Office IT & facilitiesCRMRecruiting & transitions
20
SKYBOUND WEALTH MANAGEMENT USA, LLC added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$36.0M RAUM · 5 reps · 0044 (0)207 183 3505
Office IT & facilitiesCRMRecruiting & transitions
20
IA PRIVATE WEALTH (USA) INC. added office(s): 18 -> 43 additional locations. IAPD ↗foreign
$77.7M RAUM · 96 reps · 1-855-999-2081 · iaprivatewealthusa.com
Office IT & facilitiesCRMRecruiting & transitions
headcount down — 812 Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
55
BNY MELLON SECURITIES CORPORATION shrank from 100 to 94 advisory reps. IAPD ↗
$6.12B RAUM · 94 reps · 212-635-8827 · bnymellon.com
Recruiting & transitionsM&A & valuation
55
PRINCIPAL SECURITIES, INC. shrank from 1430 to 1349 advisory reps. IAPD ↗
$12.11B RAUM · 1349 reps · 888-774-6267 · principalsecurities.com
Recruiting & transitionsM&A & valuation
55
WILLIAM BLAIR & COMPANY L.L.C. shrank from 276 to 179 advisory reps. IAPD ↗
$49.98B RAUM · 179 reps · 312-236-1600
Recruiting & transitionsM&A & valuation
55
DAVENPORT & COMPANY LLC shrank from 236 to 206 advisory reps. IAPD ↗
$19.33B RAUM · 206 reps · 804-780-2000
Recruiting & transitionsM&A & valuation
55
STEPHENS shrank from 253 to 244 advisory reps. IAPD ↗
$13.61B RAUM · 244 reps · 501-377-2000 · stephens.libsyn.com
Recruiting & transitionsM&A & valuation
55
LINCOLN FINANCIAL SECURITIES CORPORATION shrank from 386 to 337 advisory reps. IAPD ↗
$4.48B RAUM · 337 reps · 800-237-3813
Recruiting & transitionsM&A & valuation
55
LINCOLN FINANCIAL ADVISORS CORPORATION shrank from 986 to 940 advisory reps. IAPD ↗
$37.13B RAUM · 940 reps · 800-237-3813 · lfg.com
Recruiting & transitionsM&A & valuation
55
AMERIPRISE FINANCIAL SERVICES, LLC shrank from 12542 to 12518 advisory reps. IAPD ↗
$479.79B RAUM · 12518 reps · 612-671-3131
Recruiting & transitionsM&A & valuation
55
INDEPENDENT FINANCIAL GROUP, LLC shrank from 463 to 444 advisory reps. IAPD ↗
$6.75B RAUM · 444 reps · 858-436-3180 · ifgsd.com
Recruiting & transitionsM&A & valuation
55
AUSDAL FINANCIAL PARTNERS, INC. shrank from 125 to 110 advisory reps. IAPD ↗
$1.53B RAUM · 110 reps · 563-326-2064 · retirewellusa.com
Recruiting & transitionsM&A & valuation
55
ROBERT W. BAIRD & CO. INCORPORATED shrank from 2975 to 2966 advisory reps. IAPD ↗
$287.51B RAUM · 2966 reps · 414-765-3500
Recruiting & transitionsM&A & valuation
55
UBS FINANCIAL SERVICES INC. shrank from 10029 to 9213 advisory reps. IAPD ↗
$702.39B RAUM · 9213 reps · 201-352-3000
Recruiting & transitionsM&A & valuation
55
MML INVESTORS SERVICES, LLC shrank from 4951 to 4764 advisory reps. IAPD ↗
$72.83B RAUM · 4764 reps · (413)737-8400
Recruiting & transitionsM&A & valuation
55
CADARET GRANT & CO INC shrank from 513 to 489 advisory reps. IAPD ↗
$6.87B RAUM · 489 reps · 800-288-8601
Recruiting & transitionsM&A & valuation
55
PLANMEMBER SECURITIES CORPORATION shrank from 459 to 427 advisory reps. IAPD ↗
$8.28B RAUM · 427 reps · 805-684-1199 · planmember.com
Recruiting & transitionsM&A & valuation
55
MONEY CONCEPTS ADVISORY SERVICE shrank from 429 to 407 advisory reps. IAPD ↗
$2.90B RAUM · 407 reps · 561-472-2000
Recruiting & transitionsM&A & valuation
55
SYNOVUS SECURITIES, INC. shrank from 200 to 186 advisory reps. IAPD ↗
$6.24B RAUM · 186 reps · 706-649-2327 · cfgltd.com
Recruiting & transitionsM&A & valuation
55
U.S. BANCORP ADVISORS, LLC shrank from 179 to 133 advisory reps. IAPD ↗
$1.39B RAUM · 133 reps · 800-634-1100 · usbank.com
Recruiting & transitionsM&A & valuation
55
CONCOURSE FINANCIAL GROUP ADVISORS shrank from 640 to 566 advisory reps. IAPD ↗
$4.37B RAUM · 566 reps · 800-288-3035
Recruiting & transitionsM&A & valuation
55
TRANSAMERICA FINANCIAL ADVISORS, INC. shrank from 1235 to 1127 advisory reps. IAPD ↗
$1.62B RAUM · 1127 reps · 727-299-1800
Recruiting & transitionsM&A & valuation
55
THRIVENT INVESTMENT MANAGEMENT INC. shrank from 3005 to 2509 advisory reps. IAPD ↗
$14.81B RAUM · 2509 reps · 800-847-4836 · thrivent.com
Recruiting & transitionsM&A & valuation
55
HSBC SECURITIES (USA) INC. shrank from 371 to 340 advisory reps. IAPD ↗
$3.02B RAUM · 340 reps · 212-525-2879 · us.hsbc.com
Recruiting & transitionsM&A & valuation
55
MARQUETTE ASSOCIATES, INC. shrank from 57 to 52 advisory reps. IAPD ↗
$22.95B RAUM · 52 reps · 312-527-5500
Recruiting & transitionsM&A & valuation
55
OSAIC INSTITUTIONS, INC. shrank from 539 to 474 advisory reps. IAPD ↗
$3.63B RAUM · 474 reps · 203-599-6000
Recruiting & transitionsM&A & valuation
55
WESTERN INTERNATIONAL SECURITIES shrank from 301 to 245 advisory reps. IAPD ↗
$3.69B RAUM · 245 reps · (888) 793-7717 · joinwestern.com
Recruiting & transitionsM&A & valuation
55
SANTANDER SECURITIES shrank from 122 to 103 advisory reps. IAPD ↗
$2.13B RAUM · 103 reps · 866-736-6475 · santandersecurities.com
Recruiting & transitionsM&A & valuation
55
CUSO FINANCIAL SERVICES shrank from 577 to 571 advisory reps. IAPD ↗
$4.66B RAUM · 571 reps · 800-686-4724
Recruiting & transitionsM&A & valuation
55
VALIC FINANCIAL ADVISORS, INC. shrank from 1391 to 1289 advisory reps. IAPD ↗
$25.25B RAUM · 1289 reps · 866-544-4968
Recruiting & transitionsM&A & valuation
55
M HOLDINGS SECURITIES, INC. shrank from 246 to 234 advisory reps. IAPD ↗
$4.51B RAUM · 234 reps · 800-656-6960 · mfin.com
Recruiting & transitionsM&A & valuation
55
FIRST CITIZENS INVESTOR SERVICES, INC. shrank from 138 to 130 advisory reps. IAPD ↗
$1.73B RAUM · 130 reps · 800-229-0205
Recruiting & transitionsM&A & valuation
55
NEXT FINANCIAL GROUP, INC. shrank from 410 to 358 advisory reps. IAPD ↗
$3.52B RAUM · 358 reps · 877-876-6398 · nextfinancial.com
Recruiting & transitionsM&A & valuation
55
METROPOLITAN WEST ASSET MANAGEMENT LLC shrank from 91 to 68 advisory reps. IAPD ↗
$102.77B RAUM · 68 reps · 213-244-1050 · tcw.com
Recruiting & transitionsM&A & valuation
55
JANUS HENDERSON INVESTORS shrank from 112 to 106 advisory reps. IAPD ↗
$239.35B RAUM · 106 reps · (303) 333-3863
Recruiting & transitionsM&A & valuation
55
EATON VANCE MANAGEMENT shrank from 171 to 160 advisory reps. IAPD ↗
$63.04B RAUM · 160 reps · 617-482-8260
Recruiting & transitionsM&A & valuation
55
CAMBRIDGE ASSOCIATES, LLC shrank from 463 to 457 advisory reps. IAPD ↗
$281.97B RAUM · 457 reps · 617-457-7500 · cambridgeassociates.com
Recruiting & transitionsM&A & valuation
55
ALLSPRING GLOBAL INVESTMENTS, LLC shrank from 378 to 363 advisory reps. IAPD ↗
$429.02B RAUM · 363 reps · 1-833-568-4255 · allspringglobal.com
Recruiting & transitionsM&A & valuation
55
THE PACIFIC FINANCIAL GROUP, INC. shrank from 27 to 22 advisory reps. IAPD ↗
$3.73B RAUM · 22 reps · 425 451-7722
Recruiting & transitionsM&A & valuation
55
INVESCO ADVISERS, INC. shrank from 914 to 835 advisory reps. IAPD ↗
$746.33B RAUM · 835 reps · 404-892-0896
Recruiting & transitionsM&A & valuation
55
T. ROWE PRICE ASSOCIATES, INC. shrank from 550 to 535 advisory reps. IAPD ↗
$1752.27B RAUM · 535 reps · 410-345-2000 · troweprice.com
Recruiting & transitionsM&A & valuation
55
AON INVESTMENTS USA INC. shrank from 289 to 265 advisory reps. IAPD ↗
$122.92B RAUM · 265 reps · 312-381-1200 · aon.com
Recruiting & transitionsM&A & valuation
55
ON INVESTMENT MANAGEMENT CO shrank from 256 to 206 advisory reps. IAPD ↗
$2.20B RAUM · 206 reps · 855-262-0913 · onesco.net
Recruiting & transitionsM&A & valuation
55
RUSSELL INVESTMENTS shrank from 122 to 115 advisory reps. IAPD ↗
$52.48B RAUM · 115 reps · 206-505-7877
Recruiting & transitionsM&A & valuation
55
TCW ASSET MANAGEMENT COMPANY LLC shrank from 154 to 145 advisory reps. IAPD ↗
$64.19B RAUM · 145 reps · 213-244-0000 · tcw.com
Recruiting & transitionsM&A & valuation
55
JOHN HANCOCK INVESTMENT MANAGEMENT LLC shrank from 50 to 34 advisory reps. IAPD ↗
$189.59B RAUM · 34 reps · 617-663-3000
Recruiting & transitionsM&A & valuation
55
MANNING & NAPIER ADVISORS, LLC shrank from 150 to 145 advisory reps. IAPD ↗
$18.49B RAUM · 145 reps · 585-325-6880 · manning-napier.com
Recruiting & transitionsM&A & valuation
55
BARINGS LLC shrank from 420 to 392 advisory reps. IAPD ↗
$307.73B RAUM · 392 reps · 704-805-7200
Recruiting & transitionsM&A & valuation
55
CREDIT SUISSE ASSET MANAGEMENT, LLC shrank from 75 to 64 advisory reps. IAPD ↗
$59.89B RAUM · 64 reps · 212-325-2000 · credit-suisse.com
Recruiting & transitionsM&A & valuation
55
GRANTHAM MAYO VAN OTTERLOO & CO LLC shrank from 103 to 98 advisory reps. IAPD ↗
$63.39B RAUM · 98 reps · 617-330-7500 · gmo.com
Recruiting & transitionsM&A & valuation
55
FCI ADVISORS shrank from 41 to 32 advisory reps. IAPD ↗
$15.08B RAUM · 32 reps · 1-800-615-2536 · fciadvisors.com
Recruiting & transitionsM&A & valuation
55
SEGALL BRYANT & HAMILL shrank from 60 to 46 advisory reps. IAPD ↗
$17.21B RAUM · 46 reps · 1-800-836-4265 · sbhfunds.com
Recruiting & transitionsM&A & valuation
55
TCW INVESTMENT MANAGEMENT COMPANY LLC shrank from 140 to 125 advisory reps. IAPD ↗
$39.90B RAUM · 125 reps · 213-244-0000
Recruiting & transitionsM&A & valuation
55
WELLINGTON MANAGEMENT COMPANY LLP shrank from 587 to 541 advisory reps. IAPD ↗
$1282.73B RAUM · 541 reps · 617-951-5000
Recruiting & transitionsM&A & valuation
55
BLACKROCK ADVISORS, LLC shrank from 176 to 156 advisory reps. IAPD ↗
$869.68B RAUM · 156 reps · 212 810 5300
Recruiting & transitionsM&A & valuation
55
PUTNAM INVESTMENT MANAGEMENT, LLC shrank from 181 to 165 advisory reps. IAPD ↗
$97.85B RAUM · 165 reps · 617-292-1000
Recruiting & transitionsM&A & valuation
55
VANGUARD ADVISERS, INC. shrank from 1612 to 1558 advisory reps. IAPD ↗
$333.07B RAUM · 1558 reps · 610-669-1000
Recruiting & transitionsM&A & valuation
55
FIDUCIENT ADVISORS LLC shrank from 96 to 82 advisory reps. IAPD ↗
$55.90B RAUM · 82 reps · 312-853-1000 · fiducientadvisors.com
Recruiting & transitionsM&A & valuation
55
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC shrank from 212 to 186 advisory reps. IAPD ↗
$1098.81B RAUM · 186 reps · 415-667-9200
Recruiting & transitionsM&A & valuation
55
OAKTREE CAPITAL MANAGEMENT, L.P. shrank from 284 to 277 advisory reps. IAPD ↗
$161.48B RAUM · 277 reps · 213-830-6300
Recruiting & transitionsM&A & valuation
55
WILMINGTON TRUST INVESTMENT ADVISORS, INC. shrank from 114 to 95 advisory reps. IAPD ↗
$16.50B RAUM · 95 reps · (302) 651-8118 · wtia.com
Recruiting & transitionsM&A & valuation
55
BLACKROCK FINANCIAL MANAGEMENT, INC shrank from 1055 to 1038 advisory reps. IAPD ↗
$1288.50B RAUM · 1038 reps · 212 810 5300 · douyin.com
Recruiting & transitionsM&A & valuation
55
HEITMAN REAL ESTATE SECURITIES LLC shrank from 50 to 42 advisory reps. IAPD ↗
$2.31B RAUM · 42 reps · 312-855-5700 · heitman.com
Recruiting & transitionsM&A & valuation
55
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP shrank from 17 to 13 advisory reps. IAPD ↗
$11.61B RAUM · 13 reps · 617-523-6531 · sustainabilitygroup.com
Recruiting & transitionsM&A & valuation
55
TEACHERS ADVISORS, LLC shrank from 326 to 321 advisory reps. IAPD ↗
$368.62B RAUM · 321 reps · 212-490-9000
Recruiting & transitionsM&A & valuation
55
PAYDEN & RYGEL shrank from 130 to 109 advisory reps. IAPD ↗
$142.28B RAUM · 109 reps · 213-625-1900
Recruiting & transitionsM&A & valuation
55
OFS shrank from 10 to 7 advisory reps. IAPD ↗
$1.20B RAUM · 7 reps · (703) 905-3300
Recruiting & transitionsM&A & valuation
55
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. shrank from 8 to 4 advisory reps. IAPD ↗
$1.31B RAUM · 4 reps · 713-840-8880
Recruiting & transitionsM&A & valuation
55
MACKAY SHIELDS LLC shrank from 84 to 79 advisory reps. IAPD ↗
$139.12B RAUM · 79 reps · 212-758-5400 · newyorklifeinvestments.com
Recruiting & transitionsM&A & valuation
55
ROOSEVELT INVESTMENTS shrank from 10 to 6 advisory reps. IAPD ↗
$2.69B RAUM · 6 reps · 646-452-6700 · rooseveltinvestments.com
Recruiting & transitionsM&A & valuation
55
ORION PORTFOLIO SOLUTIONS, LLC shrank from 72 to 67 advisory reps. IAPD ↗
$53.84B RAUM · 67 reps · 859-426-2000 · destinationsfunds.com
Recruiting & transitionsM&A & valuation
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC shrank from 103 to 83 advisory reps. IAPD ↗
$54.69B RAUM · 83 reps · 312-696-6000 · morningstar.com
Recruiting & transitionsM&A & valuation
55
BLACKROCK CAPITAL MANAGEMENT, INC. shrank from 171 to 154 advisory reps. IAPD ↗
$110.92B RAUM · 154 reps · 302 797 2000
Recruiting & transitionsM&A & valuation
55
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC shrank from 434 to 411 advisory reps. IAPD ↗
$427.06B RAUM · 411 reps · 800-225-2365 · columbiathreadneedleus.com
Recruiting & transitionsM&A & valuation
55
ALLIANCEBERNSTEIN L.P. shrank from 852 to 829 advisory reps. IAPD ↗
$651.48B RAUM · 829 reps · 615-622-0000
Recruiting & transitionsM&A & valuation
55
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC shrank from 720 to 603 advisory reps. IAPD ↗
$86.27B RAUM · 603 reps · 415-392-1400
Recruiting & transitionsM&A & valuation
55
BLACKROCK INVESTMENT MANAGEMENT, LLC shrank from 510 to 0 advisory reps. IAPD ↗
$458.19B RAUM · 0 reps · 609 282 2000 · mp.weixin.qq.com
Recruiting & transitionsM&A & valuation
55
ASSETMARK, INC. shrank from 257 to 247 advisory reps. IAPD ↗
$65.62B RAUM · 247 reps · 800-664-5345
Recruiting & transitionsM&A & valuation
55
AKRE CAPITAL MANAGEMENT, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$14.78B RAUM · 3 reps · 540-687-8923 · akrecapital.com
Recruiting & transitionsM&A & valuation
55
ENVESTNET PORTFOLIO SOLUTIONS, INC. shrank from 313 to 273 advisory reps. IAPD ↗
$40.46B RAUM · 273 reps · 312-827-2800
Recruiting & transitionsM&A & valuation
55
SLC MANAGEMENT shrank from 112 to 101 advisory reps. IAPD ↗
$69.47B RAUM · 101 reps · 781-446-1903 · slcmanagement.com
Recruiting & transitionsM&A & valuation
55
BBR PARTNERS, LLC shrank from 65 to 60 advisory reps. IAPD ↗
$28.08B RAUM · 60 reps · 212-313-9870
Recruiting & transitionsM&A & valuation
55
WE FAMILY OFFICES shrank from 28 to 22 advisory reps. IAPD ↗
$13.91B RAUM · 22 reps · 305-825-2225
Recruiting & transitionsM&A & valuation
55
RETIREMENT INCOME SOLUTIONS, INC. shrank from 17 to 12 advisory reps. IAPD ↗
$2.42B RAUM · 12 reps · 734-769-7727
Recruiting & transitionsM&A & valuation
55
PLANNING ALTERNATIVES LTD shrank from 12 to 9 advisory reps. IAPD ↗
$1.16B RAUM · 9 reps · 248-645-1520
Recruiting & transitionsM&A & valuation
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. shrank from 234 to 227 advisory reps. IAPD ↗
$535.03B RAUM · 227 reps · 212-761-4000 · morganstanley.com
Recruiting & transitionsM&A & valuation
55
WASHINGTON TRUST ADVISORS shrank from 16 to 12 advisory reps. IAPD ↗
$1.91B RAUM · 12 reps · 781-235-7055
Recruiting & transitionsM&A & valuation
55
SECURITIES AMERICA ADVISORS, INC. shrank from 2119 to 2025 advisory reps. IAPD ↗
$40.42B RAUM · 2025 reps · 402-399-9111 · synfintax.com
Recruiting & transitionsM&A & valuation
55
SPC shrank from 610 to 470 advisory reps. IAPD ↗
$5.56B RAUM · 470 reps · 734-663-1611 · spc4clients.com
Recruiting & transitionsM&A & valuation
55
ALLSPRING FUNDS MANAGEMENT, LLC shrank from 12 to 2 advisory reps. IAPD ↗
$300.80B RAUM · 2 reps · 833-568-4255 · allspringglobal.com
Recruiting & transitionsM&A & valuation
55
CG ADVISORY SERVICES shrank from 75 to 68 advisory reps. IAPD ↗
$3.22B RAUM · 68 reps · 517-339-7662 · carrcapitalllc.net
Recruiting & transitionsM&A & valuation
55
ASB CAPITAL MANAGEMENT LLC shrank from 44 to 34 advisory reps. IAPD ↗
$29.73B RAUM · 34 reps · 240-482-2900
Recruiting & transitionsM&A & valuation
55
ENVESTNET PMC shrank from 313 to 273 advisory reps. IAPD ↗
$426.07B RAUM · 273 reps · 312-827-2800 · envestnet.com
Recruiting & transitionsM&A & valuation
55
AQR CAPITAL MANAGEMENT, LLC shrank from 236 to 229 advisory reps. IAPD ↗
$132.54B RAUM · 229 reps · 203-742-3600
Recruiting & transitionsM&A & valuation
55
EMPOWER ADVISORY GROUP, LLC shrank from 843 to 731 advisory reps. IAPD ↗
$134.28B RAUM · 731 reps · 866-575-4977 · advisedassetsgroup.com
Recruiting & transitionsM&A & valuation
55
OAKMONT CORPORATION shrank from 6 to 4 advisory reps. IAPD ↗
$2.29B RAUM · 4 reps · 213-891-6300
Recruiting & transitionsM&A & valuation
55
ADVISORNET WEALTH PARTNERS shrank from 102 to 85 advisory reps. IAPD ↗
$2.27B RAUM · 85 reps · 612-347-8600
Recruiting & transitionsM&A & valuation
55
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. shrank from 16 to 4 advisory reps. IAPD ↗
$5.59B RAUM · 4 reps · 561-241-9244 · alcott401kportal.com
Recruiting & transitionsM&A & valuation
55
BARES CAPITAL MANAGEMENT, INC. shrank from 12 to 9 advisory reps. IAPD ↗
$2.72B RAUM · 9 reps · 512-542-1083 · barescapital.com
Recruiting & transitionsM&A & valuation
55
STEEL GROVE CAPITAL ADVISORS, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$1.36B RAUM · 6 reps · 901-498-6300 · steelgrove.com
Recruiting & transitionsM&A & valuation
55
THRIVENT FINANCIAL FOR LUTHERANS shrank from 160 to 153 advisory reps. IAPD ↗
$121.60B RAUM · 153 reps · 800-847-4836
Recruiting & transitionsM&A & valuation
55
B. RILEY WEALTH ADVISORS, INC. shrank from 410 to 379 advisory reps. IAPD ↗
$7.65B RAUM · 379 reps · 901-251-1330 · brileywealth.com
Recruiting & transitionsM&A & valuation
55
FOCUS FINANCIAL shrank from 194 to 121 advisory reps. IAPD ↗
$5.39B RAUM · 121 reps · 651-631-8166 · focusfinancial.com
Recruiting & transitionsM&A & valuation
55
AETOS ALTERNATIVES MANAGEMENT shrank from 19 to 15 advisory reps. IAPD ↗
$5.36B RAUM · 15 reps · 212-201-2500
Recruiting & transitionsM&A & valuation
55
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC shrank from 7 to 4 advisory reps. IAPD ↗
$1.66B RAUM · 4 reps · 704-743-3335 · miracenter.com
Recruiting & transitionsM&A & valuation
55
HOWARD CAPITAL MANAGEMENT, INC. shrank from 25 to 18 advisory reps. IAPD ↗
$5.23B RAUM · 18 reps · 770-642-4902 · hcmguidedretirement.com
Recruiting & transitionsM&A & valuation
55
ROCATON INVESTMENT ADVISORS shrank from 25 to 20 advisory reps. IAPD ↗
$12.98B RAUM · 20 reps · 203-621-1700
Recruiting & transitionsM&A & valuation
55
BEACON CAPITAL MANAGEMENT, INC. shrank from 13 to 8 advisory reps. IAPD ↗
$4.33B RAUM · 8 reps · 937-439-9093
Recruiting & transitionsM&A & valuation
55
FEG shrank from 75 to 69 advisory reps. IAPD ↗
$19.85B RAUM · 69 reps · 513-977-4400 · feg.com
Recruiting & transitionsM&A & valuation
55
GW&K INVESTMENT MANAGEMENT, LLC shrank from 59 to 54 advisory reps. IAPD ↗
$50.70B RAUM · 54 reps · 617-236-8900 · gwkinvest.com
Recruiting & transitionsM&A & valuation
55
SBC WEALTH MANAGEMENT shrank from 9 to 7 advisory reps. IAPD ↗
$1.01B RAUM · 7 reps · 317-848-4744
Recruiting & transitionsM&A & valuation
55
LAZARD ASSET MANAGEMENT LLC shrank from 266 to 246 advisory reps. IAPD ↗
$150.33B RAUM · 246 reps · 212-632-6000
Recruiting & transitionsM&A & valuation
55
SCF INVESTMENT ADVISORS, INC. shrank from 166 to 135 advisory reps. IAPD ↗
$2.55B RAUM · 135 reps · 800-955-2517
Recruiting & transitionsM&A & valuation
55
TORTOISE CAPITAL ADVISORS, L.L.C. shrank from 32 to 23 advisory reps. IAPD ↗
$6.91B RAUM · 23 reps · (913) 981-1020
Recruiting & transitionsM&A & valuation
55
NEUBERGER BERMAN INVESTMENT ADVISERS LLC shrank from 696 to 691 advisory reps. IAPD ↗
$337.28B RAUM · 691 reps · 212-476-9000
Recruiting & transitionsM&A & valuation
55
INDEPENDENT FINANCIAL PARTNERS shrank from 266 to 244 advisory reps. IAPD ↗
$9.76B RAUM · 244 reps · 813-341-0960
Recruiting & transitionsM&A & valuation
55
SAGEVIEW ADVISORY GROUP, LLC shrank from 145 to 131 advisory reps. IAPD ↗
$202.57B RAUM · 131 reps · 800-814-8742 · sageviewadvisory.com
Recruiting & transitionsM&A & valuation
55
VALEO FINANCIAL ADVISORS, LLC shrank from 117 to 108 advisory reps. IAPD ↗
$8.94B RAUM · 108 reps · 317.218.6000 · valeofinancial.com
Recruiting & transitionsM&A & valuation
55
BTC CAPITAL MANAGEMENT shrank from 14 to 10 advisory reps. IAPD ↗
$3.84B RAUM · 10 reps · 515-245-5638 · btccapitalmgmt.com
Recruiting & transitionsM&A & valuation
55
AVIDIAN WEALTH SOLUTIONS, LLC shrank from 38 to 30 advisory reps. IAPD ↗
$3.11B RAUM · 30 reps · 281-822-8800 · retirementsurvivalguide.com
Recruiting & transitionsM&A & valuation
55
ZEVENBERGEN CAPITAL INVESTMENTS LLC shrank from 7 to 5 advisory reps. IAPD ↗
$4.41B RAUM · 5 reps · 206-682-8469 · zci.com
Recruiting & transitionsM&A & valuation
55
CREWCIAL PARTNERS LLC shrank from 23 to 9 advisory reps. IAPD ↗
$1.11B RAUM · 9 reps · 212-218-4900 · crewcialpartners.com
Recruiting & transitionsM&A & valuation
55
FIAM LLC shrank from 152 to 118 advisory reps. IAPD ↗
$219.22B RAUM · 118 reps · 617-563-7000
Recruiting & transitionsM&A & valuation
55
WELLS FARGO INVESTMENT INSTITUTE, INC. shrank from 175 to 169 advisory reps. IAPD ↗
$43.58B RAUM · 169 reps · 980-266-5763
Recruiting & transitionsM&A & valuation
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. shrank from 3313 to 3274 advisory reps. IAPD ↗
$87.37B RAUM · 3274 reps · 641-472-5100 · iheart.com
Recruiting & transitionsM&A & valuation
55
UNITED CAPITAL FINANCIAL ADVISORS shrank from 152 to 147 advisory reps. IAPD ↗
$17.69B RAUM · 147 reps · 972-822-2055 · yourmoneymind.finlife.com
Recruiting & transitionsM&A & valuation
55
TITAN ADVISORS, LLC shrank from 16 to 9 advisory reps. IAPD ↗
$1.90B RAUM · 9 reps · 203-327-8600
Recruiting & transitionsM&A & valuation
55
KEY INVESTMENT SERVICES LLC shrank from 400 to 350 advisory reps. IAPD ↗
$4.19B RAUM · 350 reps · (888) 547-2968 · key.com
Recruiting & transitionsM&A & valuation
55
EJF CAPITAL LLC shrank from 30 to 19 advisory reps. IAPD ↗
$6.81B RAUM · 19 reps · 703-997-5728 · senecaservicing.com
Recruiting & transitionsM&A & valuation
55
KOVACK ADVISORS, INC. shrank from 305 to 300 advisory reps. IAPD ↗
$4.29B RAUM · 300 reps · 954-782-4771
Recruiting & transitionsM&A & valuation
55
BROOKSTONE CAPITAL MANAGEMENT LLC shrank from 330 to 324 advisory reps. IAPD ↗
$8.84B RAUM · 324 reps · 630-653-1400
Recruiting & transitionsM&A & valuation
55
BELPOINTE ASSET MANAGEMENT LLC shrank from 157 to 150 advisory reps. IAPD ↗
$4.30B RAUM · 150 reps · 2036293300 · belpointewealth.com
Recruiting & transitionsM&A & valuation
55
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP shrank from 28 to 22 advisory reps. IAPD ↗
$15.40B RAUM · 22 reps · 212-287-3200
Recruiting & transitionsM&A & valuation
55
INDEXIQ ADVISORS LLC shrank from 9 to 6 advisory reps. IAPD ↗
$10.44B RAUM · 6 reps · (888) 474-7725 · newyorklifeinvestments.com
Recruiting & transitionsM&A & valuation
55
ATLAS PRIVATE WEALTH MANAGEMENT, LLC shrank from 17 to 12 advisory reps. IAPD ↗
$1.26B RAUM · 12 reps · (518) 482-5777
Recruiting & transitionsM&A & valuation
55
ARETE WEALTH ADVISORS, LLC shrank from 146 to 124 advisory reps. IAPD ↗
$2.67B RAUM · 124 reps · 312-940-3684 · hillandhillfinancial.com
Recruiting & transitionsM&A & valuation
55
TBH GLOBAL ASSET MANAGEMENT, LLC shrank from 12 to 0 advisory reps. IAPD ↗
$1.11B RAUM · 0 reps · 615-690-4820
Recruiting & transitionsM&A & valuation
55
MAINSTREET ADVISORS shrank from 24 to 15 advisory reps. IAPD ↗
$5.12B RAUM · 15 reps · 312-223-0270 · mainstreetadv.com
Recruiting & transitionsM&A & valuation
55
SEACREST WEALTH MANAGEMENT, LLC shrank from 43 to 38 advisory reps. IAPD ↗
$1.28B RAUM · 38 reps · 914-502-1900 · stantongwp.com
Recruiting & transitionsM&A & valuation
55
EAST END ADVISORS, LLC shrank from 9 to 7 advisory reps. IAPD ↗
$6.47B RAUM · 7 reps · 212-218-8137
Recruiting & transitionsM&A & valuation
55
MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC shrank from 15 to 10 advisory reps. IAPD ↗
$4.24B RAUM · 10 reps · 212-205-8300 · investments.miraeasset.us
Recruiting & transitionsM&A & valuation
55
PROMUS CAPITAL, LLC shrank from 9 to 7 advisory reps. IAPD ↗
$1.41B RAUM · 7 reps · 312-784-3990
Recruiting & transitionsM&A & valuation
55
CAPWEALTH ADVISORS, LLC shrank from 12 to 5 advisory reps. IAPD ↗
$1.35B RAUM · 5 reps · 615-778-0740
Recruiting & transitionsM&A & valuation
55
ARROWMARK COLORADO HOLDINGS, LLC shrank from 62 to 47 advisory reps. IAPD ↗
$21.57B RAUM · 47 reps · 303-398-2929 · meridianfund.com
Recruiting & transitionsM&A & valuation
55
CAPITAL INVESTMENT ADVISORY SERVICES, LLC shrank from 78 to 71 advisory reps. IAPD ↗
$1.97B RAUM · 71 reps · 919-831-2370 · capital-invest.com
Recruiting & transitionsM&A & valuation
55
MORGAN STANLEY shrank from 15000 to 13000 advisory reps. IAPD ↗
$1402.43B RAUM · 13000 reps · 914-225-5510 · morganstanley.com
Recruiting & transitionsM&A & valuation
55
VULCAN VALUE PARTNERS LLC shrank from 20 to 15 advisory reps. IAPD ↗
$7.88B RAUM · 15 reps · 205-803-1582
Recruiting & transitionsM&A & valuation
55
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT shrank from 136 to 98 advisory reps. IAPD ↗
$3.85B RAUM · 98 reps · 360-866-2345 · clearcreekwealthmanagement.com
Recruiting & transitionsM&A & valuation
55
ASSET DEDICATION, LLC shrank from 10 to 5 advisory reps. IAPD ↗
$2.54B RAUM · 5 reps · 866-535-0897 · assetdedication.com
Recruiting & transitionsM&A & valuation
55
IPG INVESTMENT ADVISORS, LLC shrank from 34 to 29 advisory reps. IAPD ↗
$3.51B RAUM · 29 reps · 619-326-1200
Recruiting & transitionsM&A & valuation
55
REDWOOD INVESTMENT MANAGEMENT, LLC. shrank from 8 to 6 advisory reps. IAPD ↗
$2.73B RAUM · 6 reps · 3102728185 · leadersharesetfs.com
Recruiting & transitionsM&A & valuation
55
CONNECTICUT WEALTH MANAGEMENT, LLC shrank from 47 to 35 advisory reps. IAPD ↗
$3.17B RAUM · 35 reps · 860-470-0290 · vimeo.com
Recruiting & transitionsM&A & valuation
55
HARVEST FUND ADVISORS LLC shrank from 9 to 7 advisory reps. IAPD ↗
$6.28B RAUM · 7 reps · 610-293-7800
Recruiting & transitionsM&A & valuation
55
NUVEEN ASSET MANAGEMENT, LLC shrank from 342 to 321 advisory reps. IAPD ↗
$239.61B RAUM · 321 reps · 312-917-7700 · nuveen.com
Recruiting & transitionsM&A & valuation
55
ALPHASTAR CAPITAL MANAGEMENT shrank from 112 to 94 advisory reps. IAPD ↗
$1.15B RAUM · 94 reps · 855-340-2514 · alphastarclient.com
Recruiting & transitionsM&A & valuation
55
GENTRUST shrank from 19 to 15 advisory reps. IAPD ↗
$3.15B RAUM · 15 reps · 305-677-6688 · gentrustwm.com
Recruiting & transitionsM&A & valuation
55
LEGACY FINANCIAL ADVISORS, INC. shrank from 10 to 8 advisory reps. IAPD ↗
$1.13B RAUM · 8 reps · 859-655-5225 · legacyfinancialadvisors.com
Recruiting & transitionsM&A & valuation
55
NOVEM GROUP shrank from 57 to 50 advisory reps. IAPD ↗
$1.17B RAUM · 50 reps · 585-348-9525 · novemgroup.com
Recruiting & transitionsM&A & valuation
55
ICONIQ CAPITAL, LLC shrank from 137 to 130 advisory reps. IAPD ↗
$84.19B RAUM · 130 reps · 415-967-7763
Recruiting & transitionsM&A & valuation
55
ADVISOR RESOURCE COUNCIL shrank from 125 to 91 advisory reps. IAPD ↗
$2.45B RAUM · 91 reps · (972) 421-1360
Recruiting & transitionsM&A & valuation
55
TIDAL INVESTMENTS LLC shrank from 16 to 12 advisory reps. IAPD ↗
$11.33B RAUM · 12 reps · 844-986-7700 · torosoadvisors.com
Recruiting & transitionsM&A & valuation
55
ARBOR POINT ADVISORS shrank from 215 to 208 advisory reps. IAPD ↗
$6.93B RAUM · 208 reps · 888-777-1992 · riverrockwealth.com
Recruiting & transitionsM&A & valuation
55
MAS ADVISORS LLC shrank from 10 to 5 advisory reps. IAPD ↗
$1.35B RAUM · 5 reps · 786-364-3101 · masadvisorsllc.com
Recruiting & transitionsM&A & valuation
55
BEIRNE. shrank from 11 to 6 advisory reps. IAPD ↗
$1.14B RAUM · 6 reps · 203-701-8606
Recruiting & transitionsM&A & valuation
55
FORUSALL shrank from 12 to 8 advisory reps. IAPD ↗
$1.51B RAUM · 8 reps · 844-401-2253 · forusall.com
Recruiting & transitionsM&A & valuation
55
DISCIPLINA CAPITAL MANAGEMENT, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$2.28B RAUM · 5 reps · 615-490-6007
Recruiting & transitionsM&A & valuation
55
PRIVATE CAPITAL MANAGEMENT shrank from 9 to 7 advisory reps. IAPD ↗
$1.14B RAUM · 7 reps · (239) 254-2500
Recruiting & transitionsM&A & valuation
55
JACKSON SQUARE PARTNERS, LLC shrank from 12 to 8 advisory reps. IAPD ↗
$3.11B RAUM · 8 reps · 415 635-0220 · jspartners.com
Recruiting & transitionsM&A & valuation
55
MCADAM LLC shrank from 188 to 156 advisory reps. IAPD ↗
$1.74B RAUM · 156 reps · (888) 614-5323 · myadvisorteam.com
Recruiting & transitionsM&A & valuation
55
COMPOUND PLANNING shrank from 27 to 13 advisory reps. IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · thomasadvisoryservices.com
Recruiting & transitionsM&A & valuation
55
SVB WEALTH shrank from 130 to 77 advisory reps. IAPD ↗
$6.63B RAUM · 77 reps · 617-223-0200 · svb.com
Recruiting & transitionsM&A & valuation
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$1.85B RAUM · 8 reps · 617-572-0109 · jhmyportfolio.com
Recruiting & transitionsM&A & valuation
55
CLAYTON FINANCIAL GROUP, LLC shrank from 9 to 7 advisory reps. IAPD ↗
$1.52B RAUM · 7 reps · (314) 446-3250
Recruiting & transitionsM&A & valuation
55
KESTRA ADVISORY SERVICES, LLC shrank from 1311 to 1266 advisory reps. IAPD ↗
$48.32B RAUM · 1266 reps · 8445537872
Recruiting & transitionsM&A & valuation
55
TRUIST ADVISORY SERVICES, INC. shrank from 2653 to 2105 advisory reps. IAPD ↗
$61.37B RAUM · 2105 reps · 404-813-7713 · truist.com
Recruiting & transitionsM&A & valuation
55
CALVERT RESEARCH AND MANAGEMENT shrank from 246 to 204 advisory reps. IAPD ↗
$38.42B RAUM · 204 reps · 800-368-2745
Recruiting & transitionsM&A & valuation
55
PRINCIPAL STREET PARTNERS, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$2.87B RAUM · 5 reps · 844-678-6900
Recruiting & transitionsM&A & valuation
55
SEPIO CAPITAL, LP shrank from 19 to 15 advisory reps. IAPD ↗
$6.67B RAUM · 15 reps · (415) 915-3708 · sepiocap.com
Recruiting & transitionsM&A & valuation
55
CRESSET ASSET MANAGEMENT, LLC shrank from 151 to 133 advisory reps. IAPD ↗
$43.67B RAUM · 133 reps · 312-429-2400
Recruiting & transitionsM&A & valuation
55
TOWNSQUARE CAPITAL, LLC shrank from 70 to 15 advisory reps. IAPD ↗
$8.78B RAUM · 15 reps · 385-375-8650 · orion.com
Recruiting & transitionsM&A & valuation
55
KINGSWOOD WEALTH ADVISORS, LLC shrank from 78 to 73 advisory reps. IAPD ↗
$1.04B RAUM · 73 reps · 800-535-6981 · kingswoodus.com
Recruiting & transitionsM&A & valuation
55
CX INSTITUTIONAL, LLC shrank from 58 to 47 advisory reps. IAPD ↗
$2.39B RAUM · 47 reps · 260-927-1830
Recruiting & transitionsM&A & valuation
55
SMARTX ADVISORY SOLUTIONS shrank from 6 to 2 advisory reps. IAPD ↗
$22.91B RAUM · 2 reps · 561-835-8690
Recruiting & transitionsM&A & valuation
55
FIRST TRUST DIRECT INDEXING shrank from 8 to 6 advisory reps. IAPD ↗
$1.42B RAUM · 6 reps · 617-752-6010
Recruiting & transitionsM&A & valuation
55
CAROLINAS WEALTH CONSULTING LLC shrank from 18 to 11 advisory reps. IAPD ↗
$1.34B RAUM · 11 reps · 704-643-2455 · carolinasinvest.com
Recruiting & transitionsM&A & valuation
55
F/M INVESTMENTS LLC shrank from 16 to 8 advisory reps. IAPD ↗
$5.88B RAUM · 8 reps · 202-839-4910 · genoaam.com
Recruiting & transitionsM&A & valuation
55
HAYS FINANCIAL GROUP, LLC shrank from 9 to 4 advisory reps. IAPD ↗
$5.10B RAUM · 4 reps · (612) 373-9863
Recruiting & transitionsM&A & valuation
55
MAYFLOWER ADVISORS shrank from 26 to 21 advisory reps. IAPD ↗
$4.69B RAUM · 21 reps · 617-259-1767 · mayfloweradvisors.com
Recruiting & transitionsM&A & valuation
55
HIGHPOINT PLANNING PARTNERS shrank from 101 to 94 advisory reps. IAPD ↗
$3.00B RAUM · 94 reps · 630-719-9222
Recruiting & transitionsM&A & valuation
55
AMERITAS ADVISORY SERVICES, LLC shrank from 529 to 470 advisory reps. IAPD ↗
$10.29B RAUM · 470 reps · 800-335-9858 · ameritas.com
Recruiting & transitionsM&A & valuation
55
BLEAKLEY FINANCIAL GROUP, LLC shrank from 159 to 152 advisory reps. IAPD ↗
$9.18B RAUM · 152 reps · (973) 575-4180
Recruiting & transitionsM&A & valuation
55
PGIM DC SOLUTIONS shrank from 7 to 5 advisory reps. IAPD ↗
$1.26B RAUM · 5 reps · 973-367-3104
Recruiting & transitionsM&A & valuation
55
TITLEIST ASSET MANAGEMENT, LLC shrank from 27 to 18 advisory reps. IAPD ↗
$1.40B RAUM · 18 reps · 210-826-2424 · tamgmt.com
Recruiting & transitionsM&A & valuation
55
STONEBRIDGE FINANCIAL GROUP, LLC shrank from 17 to 13 advisory reps. IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
Recruiting & transitionsM&A & valuation
53
ONEAMERICA SECURITIES, INC. shrank from 287 to 282 advisory reps. IAPD ↗
$264.4M RAUM · 282 reps · 877-285-3863 · oneamericasecurities.com
Recruiting & transitionsM&A & valuation
53
ALLEGHENY INVESTMENTS, LTD. shrank from 55 to 49 advisory reps. IAPD ↗
$530.3M RAUM · 49 reps · 412-367-3880
Recruiting & transitionsM&A & valuation
53
WORLD EQUITY GROUP, INC. shrank from 107 to 60 advisory reps. IAPD ↗
$858.5M RAUM · 60 reps · 847-342-1700 · worldequitygroup.com
Recruiting & transitionsM&A & valuation
53
BANKOH ADVISORS shrank from 32 to 25 advisory reps. IAPD ↗
$343.7M RAUM · 25 reps · (808) 694-8500 · boh.com
Recruiting & transitionsM&A & valuation
53
PACKERLAND BROKERAGE SERVICES, INC. shrank from 273 to 144 advisory reps. IAPD ↗
$854.2M RAUM · 144 reps · 920-662-9500
Recruiting & transitionsM&A & valuation
53
CLARITI WEALTH ADVISORS shrank from 8 to 6 advisory reps. IAPD ↗
$565.8M RAUM · 6 reps · 302-994-4444
Recruiting & transitionsM&A & valuation
53
MONTAG & CALDWELL, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$683.5M RAUM · 8 reps · 404-836-7100 · montag.com
Recruiting & transitionsM&A & valuation
53
WEALTHSPIRE ADVISORS shrank from 8 to 4 advisory reps. IAPD ↗
$518.1M RAUM · 4 reps · 804-323-1886
Recruiting & transitionsM&A & valuation
53
FAIRFIELD FINANCIAL ADVISORS shrank from 6 to 4 advisory reps. IAPD ↗
$301.8M RAUM · 4 reps · 781-431-1119 · fairfieldfinadvisors.com
Recruiting & transitionsM&A & valuation
53
SNYDER WEALTH GROUP shrank from 11 to 5 advisory reps. IAPD ↗
$345.5M RAUM · 5 reps · 631-289-4224
Recruiting & transitionsM&A & valuation
53
OAK RIDGE INVESTMENTS, LLC shrank from 11 to 8 advisory reps. IAPD ↗
$899.9M RAUM · 8 reps · 312-857-1040
Recruiting & transitionsM&A & valuation
53
TGS FINANCIAL ADVISORS shrank from 7 to 5 advisory reps. IAPD ↗
$339.9M RAUM · 5 reps · 610-892-9900
Recruiting & transitionsM&A & valuation
53
CLEARBROOK INVESTMENT CONSULTING LLC shrank from 8 to 6 advisory reps. IAPD ↗
$369.9M RAUM · 6 reps · 212 359-0290 · clearbrookglobal.com
Recruiting & transitionsM&A & valuation
53
ADVISORY RESEARCH INC shrank from 13 to 8 advisory reps. IAPD ↗
$641.6M RAUM · 8 reps · 312-565-1414 · advisoryresearch.com
Recruiting & transitionsM&A & valuation
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC shrank from 12 to 8 advisory reps. IAPD ↗
$563.8M RAUM · 8 reps · 719-478-7036
Recruiting & transitionsM&A & valuation
53
ACCESS FINANCIAL RESOURCES INC. shrank from 9 to 7 advisory reps. IAPD ↗
$308.0M RAUM · 7 reps · 405-848-9826 · afradvice.com
Recruiting & transitionsM&A & valuation
53
STRATEGY ASSET MANAGERS L.L.C. shrank from 8 to 6 advisory reps. IAPD ↗
$631.0M RAUM · 6 reps · 626-657-0559
Recruiting & transitionsM&A & valuation
53
FINANCIAL SENSE ADVISORS, INC. shrank from 10 to 8 advisory reps. IAPD ↗
$568.4M RAUM · 8 reps · 858-487-3939 · financialsensewealth.com
Recruiting & transitionsM&A & valuation
53
NEUMANN CAPITAL MANAGEMENT shrank from 6 to 4 advisory reps. IAPD ↗
$506.2M RAUM · 4 reps · 650-548-9200 · neumanncm.portal.tamaracinc.com
Recruiting & transitionsM&A & valuation
53
NOVAK & POWELL FINANCIAL SERVICES, INC. shrank from 10 to 8 advisory reps. IAPD ↗
$305.9M RAUM · 8 reps · 727-451-3440 · novakpowell.com
Recruiting & transitionsM&A & valuation
53
PRUDEO PARTNERS, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$412.9M RAUM · 4 reps · 803-739-6311
Recruiting & transitionsM&A & valuation
53
STEVENS FOSTER FINANCIAL ADVISORS shrank from 8 to 5 advisory reps. IAPD ↗
$620.4M RAUM · 5 reps · 952-843-4200 · stevensfoster.com
Recruiting & transitionsM&A & valuation
53
BATES FINANCIAL ADVISORS, INC. shrank from 8 to 6 advisory reps. IAPD ↗
$430.4M RAUM · 6 reps · 815-332-4020 · batesfinancialadvisors.com
Recruiting & transitionsM&A & valuation
53
ALEXANDER LABRUNERIE & CO., INC. shrank from 8 to 6 advisory reps. IAPD ↗
$426.7M RAUM · 6 reps · 573-449-5313
Recruiting & transitionsM&A & valuation
53
AMERANT INVESTMENTS, INC. shrank from 19 to 14 advisory reps. IAPD ↗
$632.8M RAUM · 14 reps · 305-460-8599 · amerantinvestments.com
Recruiting & transitionsM&A & valuation
53
FUTURE CAPITAL shrank from 10 to 2 advisory reps. IAPD ↗
$962.5M RAUM · 2 reps · 423-648-1876 · pronvest.com
Recruiting & transitionsM&A & valuation
53
ALTRIUS CAPITAL MANAGEMENT, INC. shrank from 9 to 7 advisory reps. IAPD ↗
$586.5M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
Recruiting & transitionsM&A & valuation
53
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$571.8M RAUM · 8 reps · 317-552-0505
Recruiting & transitionsM&A & valuation
53
BAY POINT WEALTH shrank from 11 to 4 advisory reps. IAPD ↗
$399.2M RAUM · 4 reps · 410-626-8198
Recruiting & transitionsM&A & valuation
53
ATIVO CAPITAL MANAGEMENT, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$999.5M RAUM · 5 reps · 312-263-7600 · ativocapital.com
Recruiting & transitionsM&A & valuation
53
GREENWICH INVESTMENT MANAGEMENT, INC. shrank from 8 to 4 advisory reps. IAPD ↗
$592.7M RAUM · 4 reps · 203-930-7200 · greenwichinvestmentmgt.com
Recruiting & transitionsM&A & valuation
53
HOPWOOD FINANCIAL SERVICES, INC. shrank from 8 to 6 advisory reps. IAPD ↗
$548.1M RAUM · 6 reps · 703-787-0008 · hopwoodfinancial.com
Recruiting & transitionsM&A & valuation
53
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. shrank from 78 to 73 advisory reps. IAPD ↗
$566.2M RAUM · 73 reps · 954-334-3450 · newbridgefsg.com
Recruiting & transitionsM&A & valuation
53
MODERN CAPITAL ADVISORS, LLC shrank from 38 to 24 advisory reps. IAPD ↗
$285.4M RAUM · 24 reps · 800-440-0442 · moderncap.com
Recruiting & transitionsM&A & valuation
53
GOODWIN INVESTMENT ADVISORY shrank from 7 to 5 advisory reps. IAPD ↗
$265.9M RAUM · 5 reps · 678-741-2370
Recruiting & transitionsM&A & valuation
53
AVION WEALTH shrank from 10 to 8 advisory reps. IAPD ↗
$780.3M RAUM · 8 reps · 281-528-1200
Recruiting & transitionsM&A & valuation
53
ARCHER INVESTMENT CORPORATION shrank from 87 to 82 advisory reps. IAPD ↗
$749.2M RAUM · 82 reps · 317-581-5664 · jwesofinancial.com
Recruiting & transitionsM&A & valuation
53
NICHOLAS INVESTMENT PARTNERS, L.P. shrank from 6 to 4 advisory reps. IAPD ↗
$923.9M RAUM · 4 reps · 858-759-4545 · nicpartners.com
Recruiting & transitionsM&A & valuation
53
MARKOWSKI INVESTMENTS shrank from 15 to 9 advisory reps. IAPD ↗
$325.0M RAUM · 9 reps · 813 831 5168 · truthofinvesting.com
Recruiting & transitionsM&A & valuation
53
BYRON FINANCIAL, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$600.2M RAUM · 2 reps · 704-442-4402 · byronfin.com
Recruiting & transitionsM&A & valuation
53
TAYLOR FRIGON CAPITAL MANAGEMENT LLC shrank from 7 to 5 advisory reps. IAPD ↗
$301.3M RAUM · 5 reps · 805-226-0280
Recruiting & transitionsM&A & valuation
53
CALDER FINANCIAL GROUP shrank from 7 to 5 advisory reps. IAPD ↗
$260.5M RAUM · 5 reps · 616-235-2442
Recruiting & transitionsM&A & valuation
53
GLOVISTA INVESTMENTS LLC shrank from 4 to 2 advisory reps. IAPD ↗
$328.5M RAUM · 2 reps · 212-336-1540
Recruiting & transitionsM&A & valuation
53
N1 ADVISORS shrank from 5 to 3 advisory reps. IAPD ↗
$346.3M RAUM · 3 reps · 302-731-1326
Recruiting & transitionsM&A & valuation
53
THE RETIREMENT SOLUTION LLC shrank from 18 to 14 advisory reps. IAPD ↗
$475.3M RAUM · 14 reps · 425-558-3700 · bbb.org
Recruiting & transitionsM&A & valuation
53
MERITAS WEALTH MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$483.8M RAUM · 4 reps · 415-300-4560
Recruiting & transitionsM&A & valuation
53
CAISSA WEALTH STRATEGIES shrank from 7 to 5 advisory reps. IAPD ↗
$251.0M RAUM · 5 reps · 612-426-6007
Recruiting & transitionsM&A & valuation
53
ALVARIUM INVESTMENT ADVISORS (US), INC. shrank from 12 to 4 advisory reps. IAPD ↗
$840.2M RAUM · 4 reps · 305.373.8033 · alti-global.com
Recruiting & transitionsM&A & valuation
53
JENKINS WEALTH shrank from 8 to 5 advisory reps. IAPD ↗
$313.3M RAUM · 5 reps · 720-457-6844 · bradjenkinsshow.com
Recruiting & transitionsM&A & valuation
53
APPOMATTOX ADVISORY, INC shrank from 9 to 6 advisory reps. IAPD ↗
$753.9M RAUM · 6 reps · 212-895-3000 · appomattox.com
Recruiting & transitionsM&A & valuation
53
ALPHA ARCHITECT shrank from 7 to 4 advisory reps. IAPD ↗
$711.7M RAUM · 4 reps · +1.215.882.9983 · reddit.com
Recruiting & transitionsM&A & valuation
53
ALTRUVISTA LLC shrank from 5 to 2 advisory reps. IAPD ↗
$302.4M RAUM · 2 reps · 713-581-2440 · altruvistawealth.com
Recruiting & transitionsM&A & valuation
53
RESERVOIR OPERATIONS, L.P. shrank from 6 to 3 advisory reps. IAPD ↗
$538.2M RAUM · 3 reps · 212-610-9000
Recruiting & transitionsM&A & valuation
53
RS CRUM INC. shrank from 6 to 4 advisory reps. IAPD ↗
$586.2M RAUM · 4 reps · 949-428-9696 · rscrum.com
Recruiting & transitionsM&A & valuation
53
WELLSPRING FINANCIAL PARTNERS shrank from 6 to 4 advisory reps. IAPD ↗
$832.9M RAUM · 4 reps · 520-327-1019
Recruiting & transitionsM&A & valuation
53
SEQUENT PLANNING, LLC shrank from 84 to 75 advisory reps. IAPD ↗
$373.4M RAUM · 75 reps · 402-953-3544 · sequentplanning.com
Recruiting & transitionsM&A & valuation
53
SENTINUS, LLC shrank from 25 to 9 advisory reps. IAPD ↗
$615.6M RAUM · 9 reps · 630-448-5711 · sentinus.com
Recruiting & transitionsM&A & valuation
53
AMJ FINANCIAL WEALTH MANAGEMENT LLC shrank from 11 to 7 advisory reps. IAPD ↗
$334.6M RAUM · 7 reps · 703-466-0477 · amjfinancial.com
Recruiting & transitionsM&A & valuation
53
MARSHALL & STERLING WEALTH ADVISORS, INC. shrank from 8 to 6 advisory reps. IAPD ↗
$663.9M RAUM · 6 reps · 845-554-1046 · ms-wealth.com
Recruiting & transitionsM&A & valuation
53
ARCHFORD CAPITAL STRATEGIES, LLC shrank from 13 to 10 advisory reps. IAPD ↗
$971.5M RAUM · 10 reps · 618-416-7085
Recruiting & transitionsM&A & valuation
53
PRIVATE PORTFOLIO PARTNERS, LLC shrank from 27 to 19 advisory reps. IAPD ↗
$899.9M RAUM · 19 reps · 201-939-6644 · archwaywealth.com
Recruiting & transitionsM&A & valuation
53
DARWIN WEALTH MANAGEMENT shrank from 8 to 6 advisory reps. IAPD ↗
$570.6M RAUM · 6 reps · 813-579-4074
Recruiting & transitionsM&A & valuation
53
TCFG INVESTMENT ADVISORS, LLC shrank from 32 to 24 advisory reps. IAPD ↗
$506.8M RAUM · 24 reps · 949-365-5830 · tcfgcompanies.com
Recruiting & transitionsM&A & valuation
53
WEALTH PRESERVATION ADVISORS, LLC shrank from 5 to 2 advisory reps. IAPD ↗
$479.7M RAUM · 2 reps · 423-486-9400
Recruiting & transitionsM&A & valuation
53
VIRTUE CAPITAL MANAGEMENT, LLC shrank from 107 to 94 advisory reps. IAPD ↗
$787.5M RAUM · 94 reps · 615-340-0801
Recruiting & transitionsM&A & valuation
53
VPWM ADVISORS, LLC shrank from 14 to 11 advisory reps. IAPD ↗
$327.8M RAUM · 11 reps · (763) 587-7120 · vpwealthmgmt.com
Recruiting & transitionsM&A & valuation
53
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$312.8M RAUM · 5 reps · 301-990-4395
Recruiting & transitionsM&A & valuation
53
WEALTHSHIELD PARTNERS, LLC shrank from 20 to 14 advisory reps. IAPD ↗
$917.9M RAUM · 14 reps · 919-948-4453 · madisonoakswp.com
Recruiting & transitionsM&A & valuation
53
CRESTA ADVISORS shrank from 7 to 4 advisory reps. IAPD ↗
$418.0M RAUM · 4 reps · 956-267-8130
Recruiting & transitionsM&A & valuation
53
ARISTOTLE CREDIT PARTNERS, LLC shrank from 6 to 3 advisory reps. IAPD ↗
$947.3M RAUM · 3 reps · 949-681-2100 · aristotlecap.com
Recruiting & transitionsM&A & valuation
53
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$408.1M RAUM · 8 reps · 603-431-1444
Recruiting & transitionsM&A & valuation
53
IFG ADVISORS, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$554.0M RAUM · 2 reps · 314-569-0500
Recruiting & transitionsM&A & valuation
53
O'DONNELL FINANCIAL SERVICES, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$294.6M RAUM · 2 reps · 8664962300
Recruiting & transitionsM&A & valuation
53
LAZARI CAPITAL MANAGEMENT, INC. shrank from 7 to 5 advisory reps. IAPD ↗
$471.1M RAUM · 5 reps · 818-264-0610 · lazaricapital.com
Recruiting & transitionsM&A & valuation
53
MIRADOR CAPITAL PARTNERS shrank from 7 to 5 advisory reps. IAPD ↗
$668.1M RAUM · 5 reps · 925-621-1000
Recruiting & transitionsM&A & valuation
53
MIDWEST FINANCIAL GROUP LLC shrank from 10 to 7 advisory reps. IAPD ↗
$433.7M RAUM · 7 reps · 913-696-0041 · midwestfinancialkc.com
Recruiting & transitionsM&A & valuation
53
SENECA HOUSE ADVISORS shrank from 5 to 3 advisory reps. IAPD ↗
$380.4M RAUM · 3 reps · (804) 332-6574 · stonypointwealth.com
Recruiting & transitionsM&A & valuation
53
ACIMA PRIVATE WEALTH LLC shrank from 6 to 4 advisory reps. IAPD ↗
$343.6M RAUM · 4 reps · (804) 422-8450 · acimapw.com
Recruiting & transitionsM&A & valuation
53
INTEGRITY WEALTH ADVISORS, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$311.6M RAUM · 8 reps · 805-339-0760 · iwaplan.com
Recruiting & transitionsM&A & valuation
53
CCV LLC shrank from 22 to 14 advisory reps. IAPD ↗
$962.5M RAUM · 14 reps · 646-661-7677 · cadre.com
Recruiting & transitionsM&A & valuation
53
ADDICUS ADVISORY, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$270.6M RAUM · 5 reps · 877-294-8658 · addicusadvisors.com
Recruiting & transitionsM&A & valuation
53
OLIO FINANCIAL PLANNING shrank from 9 to 7 advisory reps. IAPD ↗
$412.7M RAUM · 7 reps · 703.459.9299
Recruiting & transitionsM&A & valuation
53
MULHOLLAND WEALTH ADVISORS, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$430.5M RAUM · 6 reps · 3102728185 · mulhollandwa.com
Recruiting & transitionsM&A & valuation
53
PREMIA GLOBAL ADVISORS, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$260.9M RAUM · 1 reps · (786) 646-9140
Recruiting & transitionsM&A & valuation
53
SUMMIT WEALTH PARTNERS, LLC shrank from 12 to 9 advisory reps. IAPD ↗
$629.5M RAUM · 9 reps · 407-656-2252 · mysummitwealth.com
Recruiting & transitionsM&A & valuation
53
MGO PRIVATE WEALTH, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$287.5M RAUM · 4 reps · (949) 207-3241 · mgoprivatewealth.com
Recruiting & transitionsM&A & valuation
53
COLONIAL RIVER WEALTH MANAGEMENT LLC shrank from 13 to 9 advisory reps. IAPD ↗
$274.6M RAUM · 9 reps · (804) 335-1200 · colonialriver.com
Recruiting & transitionsM&A & valuation
53
MATRIX PRIVATE CAPITAL GROUP shrank from 10 to 7 advisory reps. IAPD ↗
$447.2M RAUM · 7 reps · 212-254-4876 · matrixpcg.com
Recruiting & transitionsM&A & valuation
53
ARKOS GLOBAL ADVISORS, LLC shrank from 15 to 4 advisory reps. IAPD ↗
$939.4M RAUM · 4 reps · (346) 352-2360
Recruiting & transitionsM&A & valuation
53
PLAN A WEALTH, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$326.9M RAUM · 8 reps · 402-975-8008 · planawm.com
Recruiting & transitionsM&A & valuation
53
ONE WEALTH MANAGEMENT shrank from 8 to 6 advisory reps. IAPD ↗
$343.8M RAUM · 6 reps · (855) 663-9584 · onewealthmgmt.com
Recruiting & transitionsM&A & valuation
53
PRIVATE WEALTH SOLUTIONS, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$359.0M RAUM · 1 reps · 818-264-0600 · privatewealthsolutions.com
Recruiting & transitionsM&A & valuation
53
IN ON CAPITAL shrank from 14 to 10 advisory reps. IAPD ↗
$349.2M RAUM · 10 reps · 305 721-2811 · inoncapitaladvisors.com
Recruiting & transitionsM&A & valuation
53
CREDICORP CAPITAL ADVISORS LLC shrank from 9 to 7 advisory reps. IAPD ↗
$694.6M RAUM · 7 reps · 305-455-0975 · credicorpcapitalinvest.com
Recruiting & transitionsM&A & valuation
53
EQ WEALTH MANAGEMENT shrank from 8 to 6 advisory reps. IAPD ↗
$593.7M RAUM · 6 reps · 425-434-1000
Recruiting & transitionsM&A & valuation
53
PROTECTION POINT ADVISORS shrank from 27 to 12 advisory reps. IAPD ↗
$548.3M RAUM · 12 reps · 916-367-4540 · protectionpointadvisors.com
Recruiting & transitionsM&A & valuation
53
INNEALTA CAPITAL shrank from 14 to 9 advisory reps. IAPD ↗
$305.0M RAUM · 9 reps · (737) 808-4640 · innealtacapital.com
Recruiting & transitionsM&A & valuation
53
RETIREMENT WELLNESS GROUP shrank from 6 to 2 advisory reps. IAPD ↗
$486.3M RAUM · 2 reps · 949-757-1799 · retirementwellnessgroup.com
Recruiting & transitionsM&A & valuation
53
HORST & GRABEN WEALTH MANAGEMENT, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$649.9M RAUM · 3 reps · 503-342-8900 · horstandgrabenwealth.com
Recruiting & transitionsM&A & valuation
53
SIGNAL ADVISORS WEALTH, LLC shrank from 17 to 5 advisory reps. IAPD ↗
$465.3M RAUM · 5 reps · 1-866-774-4625
Recruiting & transitionsM&A & valuation
53
CONVERGENCE FINANCIAL shrank from 20 to 13 advisory reps. IAPD ↗
$422.4M RAUM · 13 reps · (573) 818-2264
Recruiting & transitionsM&A & valuation
53
WAYFINDING FINANCIAL, LLC shrank from 6 to 3 advisory reps. IAPD ↗
$292.4M RAUM · 3 reps · 425-361-0707 · wayfindingfinancial.com
Recruiting & transitionsM&A & valuation
53
CLOVERFIELDS CAPITAL GROUP, LP shrank from 9 to 1 advisory reps. IAPD ↗
$299.2M RAUM · 1 reps · 952-208-8620
Recruiting & transitionsM&A & valuation
53
ONEASCENT WEALTH MANAGEMENT shrank from 14 to 11 advisory reps. IAPD ↗
$520.9M RAUM · 11 reps · 205-313-9142
Recruiting & transitionsM&A & valuation
53
OLDE WEALTH MANAGEMENT, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$284.2M RAUM · 2 reps · 4254957484
Recruiting & transitionsM&A & valuation
53
TACTIVE ADVISORS, LLC shrank from 10 to 1 advisory reps. IAPD ↗
$405.8M RAUM · 1 reps · 855-282-2848 · pcliftonfinancial.com
Recruiting & transitionsM&A & valuation
53
BR CAPITAL shrank from 3 to 1 advisory reps. IAPD ↗
$350.4M RAUM · 1 reps · 305-448-0014
Recruiting & transitionsM&A & valuation
53
VANCE WEALTH shrank from 14 to 10 advisory reps. IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
Recruiting & transitionsM&A & valuation
53
THE MILLSTONE EVANS GROUP, LLC shrank from 8 to 4 advisory reps. IAPD ↗
$700.3M RAUM · 4 reps · 720-728-2801 · millstoneevansgroup.com
Recruiting & transitionsM&A & valuation
53
WEALTHPLAN INVESTMENT MANAGEMENT LLC shrank from 12 to 8 advisory reps. IAPD ↗
$988.9M RAUM · 8 reps · 402-691-0200
Recruiting & transitionsM&A & valuation
53
STRATEGIC ADVOCATES, LLC shrank from 9 to 7 advisory reps. IAPD ↗
$363.5M RAUM · 7 reps · (435) 754-7888 · wealth-advocates.com
Recruiting & transitionsM&A & valuation
53
TERRA WEALTH shrank from 58 to 52 advisory reps. IAPD ↗
$250.1M RAUM · 52 reps · 855-708-3772
Recruiting & transitionsM&A & valuation
53
OCTOGONE NA shrank from 9 to 7 advisory reps. IAPD ↗
$378.6M RAUM · 7 reps · 305-677-9559 · focusfinancialpartners.com
Recruiting & transitionsM&A & valuation
53
CHANNEL WEALTH, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$530.5M RAUM · 8 reps · 805-898-0893 · channelwealth.com
Recruiting & transitionsM&A & valuation
50
MUTUAL OF OMAHA INVESTOR SERVICES, INC. shrank from 320 to 285 advisory reps. IAPD ↗
$15.5M RAUM · 285 reps · 402-351-3102 · mutualofomaha.com
Recruiting & transitionsM&A & valuation
50
CHARLES SCHWAB & CO., INC. shrank from 3677 to 3564 advisory reps. IAPD ↗
$0 RAUM · 3564 reps · 415-667-7000 · schwab.com
Recruiting & transitionsM&A & valuation
50
NATIONWIDE SECURITIES, LLC shrank from 11 to 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 888-753-7364 · nationwide.com
Recruiting & transitionsM&A & valuation
50
HORACE MANN INVESTORS, INC. shrank from 72 to 63 advisory reps. IAPD ↗
$62.1M RAUM · 63 reps · 217-789-2500
Recruiting & transitionsM&A & valuation
50
WILMINGTON TRUST INVESTMENT MANAGEMENT shrank from 65 to 12 advisory reps. IAPD ↗
$188.9M RAUM · 12 reps · (302) 651-8118
Recruiting & transitionsM&A & valuation
50
INTERCAROLINA FINANCIAL SERVICES, INC. shrank from 13 to 10 advisory reps. IAPD ↗
$129.7M RAUM · 10 reps · 336-288-6890 · intercarolina.net
Recruiting & transitionsM&A & valuation
50
DIVERSIFIED RESOURCES, LLC shrank from 4 to 1 advisory reps. IAPD ↗
$209.1M RAUM · 1 reps · (401) 941-1500 · divres.com
Recruiting & transitionsM&A & valuation
50
JRL CAPITAL ADVISORS LLC shrank from 6 to 3 advisory reps. IAPD ↗
$104.7M RAUM · 3 reps · 949-650-2928
Recruiting & transitionsM&A & valuation
50
SUN VALLEY GOLD LLC shrank from 10 to 6 advisory reps. IAPD ↗
$99.9M RAUM · 6 reps · 208-726-2327
Recruiting & transitionsM&A & valuation
50
UNION CAPITAL COMPANY shrank from 18 to 14 advisory reps. IAPD ↗
$180.0M RAUM · 14 reps · 520-664-2001 · unioncapital.com
Recruiting & transitionsM&A & valuation
50
INTERVEST INTERNATIONAL, INC. shrank from 23 to 16 advisory reps. IAPD ↗
$39.9M RAUM · 16 reps · 719-592-9299
Recruiting & transitionsM&A & valuation
50
THIRD STREET ADVISORS, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$95.6M RAUM · 4 reps · 630-513-8815
Recruiting & transitionsM&A & valuation
50
R & R FINANCIAL PLANNERS, INC. shrank from 5 to 2 advisory reps. IAPD ↗
$38.9M RAUM · 2 reps · 516-222-8850 · randrfinancialplanners.com
Recruiting & transitionsM&A & valuation
50
ACCORDANT ADVISORY GROUP, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$235.4M RAUM · 2 reps · 410-348-1499 · planaccordingly.com
Recruiting & transitionsM&A & valuation
50
SECURITY FIRST ADVISORS shrank from 7 to 4 advisory reps. IAPD ↗
$232.3M RAUM · 4 reps · 503-274-4224 · sfainc.us
Recruiting & transitionsM&A & valuation
50
PIERMONT WEALTH MANAGEMENT INC. shrank from 4 to 1 advisory reps. IAPD ↗
$221.4M RAUM · 1 reps · 631-454-1585
Recruiting & transitionsM&A & valuation
50
EQUITAS CAPITAL ADVISORS,LLC shrank from 8 to 5 advisory reps. IAPD ↗
$217.1M RAUM · 5 reps · 504-569-9600
Recruiting & transitionsM&A & valuation
50
SORRENTO PACIFIC FINANCIAL, LLC shrank from 79 to 33 advisory reps. IAPD ↗
$192.5M RAUM · 33 reps · 800-686-4724
Recruiting & transitionsM&A & valuation
50
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. shrank from 8 to 6 advisory reps. IAPD ↗
$230.8M RAUM · 6 reps · 949-248-8800
Recruiting & transitionsM&A & valuation
50
D. M. BRENNER, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$160.6M RAUM · 2 reps · 858-345-1001 · dmbrenner.com
Recruiting & transitionsM&A & valuation
50
MERION CAPITAL LLC shrank from 2 to 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 269-385-5888 · zhangfinancial.com
Recruiting & transitionsM&A & valuation
50
AXIOM INVESTMENT MANAGEMENT LLC shrank from 6 to 4 advisory reps. IAPD ↗
$213.7M RAUM · 4 reps · 212-521-3800
Recruiting & transitionsM&A & valuation
50
INDEPENDENCE WEALTH ADVISORS INC. shrank from 3 to 1 advisory reps. IAPD ↗
$202.4M RAUM · 1 reps · 703-752-6000
Recruiting & transitionsM&A & valuation
50
INNOVATION PARTNERS LLC shrank from 2 to 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 704-708-5461 · innovationpartnersllc.com
Recruiting & transitionsM&A & valuation
50
NOBLEBRIDGE WEALTH shrank from 10 to 6 advisory reps. IAPD ↗
$160.2M RAUM · 6 reps · 1-866-798-0354
Recruiting & transitionsM&A & valuation
50
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$98.9M RAUM · 2 reps · 949-878-9400 · familyofficeria.com
Recruiting & transitionsM&A & valuation
50
HARVEST VOLATILITY MANAGEMENT, LLC shrank from 13 to 5 advisory reps. IAPD ↗
$216.6M RAUM · 5 reps · 203-307-0600 · harvestvolatilitymanagement.com
Recruiting & transitionsM&A & valuation
50
INFINIUM INVESTMENT ADVISORS, LLC shrank from 5 to 1 advisory reps. IAPD ↗
$90.7M RAUM · 1 reps · 720- 253-1818 · infiniumadvisors.com
Recruiting & transitionsM&A & valuation
50
HERSHEY FINANCIAL ADVISERS, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$123.0M RAUM · 3 reps · 717-295-8888 · hersheyfinancialadvisers.com
Recruiting & transitionsM&A & valuation
50
ARGI INVESTMENT SERVICES, LLC shrank from 102 to 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 502-753-0609 · ceritypartners.com
Recruiting & transitionsM&A & valuation
50
TRIUMPH WEALTH ADVISORS, INC. shrank from 21 to 15 advisory reps. IAPD ↗
$41.7M RAUM · 15 reps · 770-924-9322 · triumphwealthadvisors.com
Recruiting & transitionsM&A & valuation
50
SKYOAK CAPITAL, INC. shrank from 5 to 3 advisory reps. IAPD ↗
$178.7M RAUM · 3 reps · 800-971-8070
Recruiting & transitionsM&A & valuation
50
DFPG INVESTMENTS, LLC shrank from 87 to 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 801-838-9999 · globalwealthpartnersinc.com
Recruiting & transitionsM&A & valuation
50
CLEARBROOK INVESTMENT SOLUTIONS LLC shrank from 11 to 6 advisory reps. IAPD ↗
$156.0M RAUM · 6 reps · 212-359-0290 · clearbrookglobal.com
Recruiting & transitionsM&A & valuation
50
LONGBOARD ASSET MANAGEMENT shrank from 6 to 4 advisory reps. IAPD ↗
$116.2M RAUM · 4 reps · 800-290-8319
Recruiting & transitionsM&A & valuation
50
WCM GLOBAL WEALTH, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$245.4M RAUM · 3 reps · 864-967-9838 · wcmglobalwealth.com
Recruiting & transitionsM&A & valuation
50
BLACKHAWK CAPITAL PARTNERS, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$244.1M RAUM · 6 reps · 262-242-4487
Recruiting & transitionsM&A & valuation
50
AWM GLOBAL ADVISORS shrank from 5 to 3 advisory reps. IAPD ↗
$90.9M RAUM · 3 reps · 619-225-7600
Recruiting & transitionsM&A & valuation
50
GUIDANCE POINT RETIREMENT SERVICES, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$64.3M RAUM · 4 reps · 207-358-3099
Recruiting & transitionsM&A & valuation
50
SYNTAL CAPITAL PARTNERS, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$60.3M RAUM · 1 reps · 432-262-8111 · syntal.com
Recruiting & transitionsM&A & valuation
50
TOTAL WEALTH ADVISORS, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$90.7M RAUM · 2 reps · 612-294-9208 · totalwealthadvisors.com
Recruiting & transitionsM&A & valuation
50
STRIDE INVESTMENTS, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$173.8M RAUM · 3 reps · 312-767-9166 · atfinancial-edu.com
Recruiting & transitionsM&A & valuation
50
KROON & MITCHELL ASSET MANAGEMENT LLC shrank from 5 to 3 advisory reps. IAPD ↗
$165.3M RAUM · 3 reps · 616-356-2002
Recruiting & transitionsM&A & valuation
50
HGI CAPITAL MANAGEMENT, LLC. shrank from 5 to 3 advisory reps. IAPD ↗
$186.5M RAUM · 3 reps · 212-644-0515
Recruiting & transitionsM&A & valuation
50
TILLER PARTNERS, LLC shrank from 4 to 1 advisory reps. IAPD ↗
$240.7M RAUM · 1 reps · (657) 215-1684 · tillerpartnersllc.com
Recruiting & transitionsM&A & valuation
50
UCAP AMERICAS shrank from 9 to 7 advisory reps. IAPD ↗
$165.4M RAUM · 7 reps · 646-809-3600 · ucapamericas.com
Recruiting & transitionsM&A & valuation
50
HULL TACTICAL shrank from 15 to 7 advisory reps. IAPD ↗
$65.9M RAUM · 7 reps · 312-356-3150 · hulltactical.com
Recruiting & transitionsM&A & valuation
50
DIRECTIONAL FINANCIAL SERVICES shrank from 6 to 4 advisory reps. IAPD ↗
$9.3M RAUM · 4 reps · 206-508-3240 · directionalfs.com
Recruiting & transitionsM&A & valuation
50
A.G. MORGAN FINANCIAL ADVISORS, LLC shrank from 8 to 3 advisory reps. IAPD ↗
$174.6M RAUM · 3 reps · 516-798-1100 · agmorgan.net
Recruiting & transitionsM&A & valuation
50
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$116.6M RAUM · 6 reps · 475-241-6966
Recruiting & transitionsM&A & valuation
50
KINGSTONE CAPITAL PARTNERS TEXAS, LLC shrank from 8 to 5 advisory reps. IAPD ↗
$145.3M RAUM · 5 reps · 8663611600 · kingstonecapitalpartners.com
Recruiting & transitionsM&A & valuation
50
BREAN ASSET MANAGEMENT, LLC shrank from 10 to 5 advisory reps. IAPD ↗
$215.1M RAUM · 5 reps · 212-702-6677
Recruiting & transitionsM&A & valuation
50
GREAT LAKES WEALTH, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$117.0M RAUM · 2 reps · (248) 378-1200
Recruiting & transitionsM&A & valuation
50
COMPASS RETIREMENT GROUP LLC shrank from 7 to 3 advisory reps. IAPD ↗
$99.4M RAUM · 3 reps · 314-373-1598 · crsretirement.com
Recruiting & transitionsM&A & valuation
50
KOBO RETIREMENT STRATEGIES shrank from 3 to 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 626-578-0816 · krsfiduciary.com
Recruiting & transitionsM&A & valuation
50
C2C WEALTH MANAGEMENT, LLC shrank from 4 to 1 advisory reps. IAPD ↗
$190.9M RAUM · 1 reps · (480) 287-2130 · c2cwealth.com
Recruiting & transitionsM&A & valuation
50
BLUE RIDGE WEALTH PLANNERS shrank from 9 to 7 advisory reps. IAPD ↗
$201.2M RAUM · 7 reps · 865-392-4260 · planforeverything.com
Recruiting & transitionsM&A & valuation
50
SJHL FINANCIAL GROUP shrank from 6 to 4 advisory reps. IAPD ↗
$126.1M RAUM · 4 reps · 620-241-1826 · sjhl.com
Recruiting & transitionsM&A & valuation
50
RETIREMENT PLANS, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$244.8M RAUM · 2 reps · 614-339-1910 · rpi401k.com
Recruiting & transitionsM&A & valuation
50
FSAM LLC shrank from 15 to 8 advisory reps. IAPD ↗
$72.6M RAUM · 8 reps · 770-777-9373
Recruiting & transitionsM&A & valuation
50
SCALAR GAUGE MANAGEMENT, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$192.5M RAUM · 2 reps · (469) 708-2080 · scalargauge.com
Recruiting & transitionsM&A & valuation
50
SAS FINANCIAL ADVISORS, LLC. shrank from 5 to 3 advisory reps. IAPD ↗
$120.0M RAUM · 3 reps · 415-277-5955 · sasadvisors.com
Recruiting & transitionsM&A & valuation
50
KARNER BLUE CAPITAL, LLC shrank from 7 to 2 advisory reps. IAPD ↗
$72,791 RAUM · 2 reps · 833-527-6372
Recruiting & transitionsM&A & valuation
50
FBL WEALTH MANAGEMENT, LLC shrank from 153 to 129 advisory reps. IAPD ↗
$8.6M RAUM · 129 reps · 515-225-5400
Recruiting & transitionsM&A & valuation
50
TRUADVICE LLC shrank from 24 to 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 9414135390 · truadvicellc.com
Recruiting & transitionsM&A & valuation
50
CAPITAL ADVISOR NETWORK shrank from 10 to 7 advisory reps. IAPD ↗
$95.8M RAUM · 7 reps · 765-588-1647
Recruiting & transitionsM&A & valuation
50
ALBERT INVESTMENTS, LLC shrank from 8 to 3 advisory reps. IAPD ↗
$16.7M RAUM · 3 reps · 844-891-9309 · blog.albert.com
Recruiting & transitionsM&A & valuation
50
NEW AGE ALPHA ADVISORS, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$195.9M RAUM · 6 reps · (212) 922-2699 · newagealpha.com
Recruiting & transitionsM&A & valuation
50
SAVIOR WEALTH shrank from 6 to 3 advisory reps. IAPD ↗
$101.5M RAUM · 3 reps · 617-699-8877
Recruiting & transitionsM&A & valuation
50
EXCEL WEALTH MANAGEMENT, LLC shrank from 10 to 7 advisory reps. IAPD ↗
$232.7M RAUM · 7 reps · (888) 929-9920 · excelwm.com
Recruiting & transitionsM&A & valuation
50
TRUCLARITY WEALTH ADVISORS shrank from 12 to 1 advisory reps. IAPD ↗
$100.5M RAUM · 1 reps · 216-619-8412
Recruiting & transitionsM&A & valuation
50
GROWSTRONG WEALTH STRATEGIES shrank from 10 to 5 advisory reps. IAPD ↗
$94.9M RAUM · 5 reps · 866-535-2774
Recruiting & transitionsM&A & valuation
50
EQUILIBRIUM VENTURES, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$141.5M RAUM · 3 reps · 310-922-8955 · equi.com
Recruiting & transitionsM&A & valuation
50
ADAPTATION FINANCIAL ADVISORS INC. shrank from 7 to 5 advisory reps. IAPD ↗
$177.4M RAUM · 5 reps · 972-774-0700 · adaptfa.com
Recruiting & transitionsM&A & valuation
50
PARK AVENUE INVESTMENT ADVISORY, LLC shrank from 75 to 70 advisory reps. IAPD ↗
$75.4M RAUM · 70 reps · 800-879-6934 · parkavenuesecurities.com
Recruiting & transitionsM&A & valuation
50
NDVR shrank from 17 to 7 advisory reps. IAPD ↗
$175.4M RAUM · 7 reps · 857-326-6992
Recruiting & transitionsM&A & valuation
50
CARDEA CAPITAL GROUP, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$22.4M RAUM · 2 reps · 770-977-7779 · cardeacapitalgroup.com
Recruiting & transitionsM&A & valuation
50
PATH DIGITAL ADVISORS, LLC shrank from 5 to 2 advisory reps. IAPD ↗
$155,766 RAUM · 2 reps · 872.272.0483 · pathcrypto.com
Recruiting & transitionsM&A & valuation
50
CALLAHAN FINANCIAL PLANNING shrank from 9 to 6 advisory reps. IAPD ↗
$248.3M RAUM · 6 reps · (800) 991-5195 · callahanfp.com
Recruiting & transitionsM&A & valuation
50
NEXT FINANCIAL ADVISORS LLC shrank from 6 to 0 advisory reps. IAPD ↗
$377,728 RAUM · 0 reps · 202-831-0684
Recruiting & transitionsM&A & valuation
50
BMO DIRECT INVEST INC. shrank from 3 to 0 advisory reps. IAPD ↗
$4.7M RAUM · 0 reps · 877-685-9057 · bmo.com
Recruiting & transitionsM&A & valuation
50
KEY WEALTH ADVISORS LLC shrank from 4 to 1 advisory reps. IAPD ↗
$71.5M RAUM · 1 reps · (256) 715-9611
Recruiting & transitionsM&A & valuation
50
ASCEND INTERPLAY, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$172.7M RAUM · 3 reps · 914-746-0436 · ascend.fo
Recruiting & transitionsM&A & valuation
50
TYPHON CAPITAL MANAGEMENT, LLC shrank from 2 to 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 312-836-1180
Recruiting & transitionsM&A & valuation
50
ENVESTNET EMBEDDED ADVISORY, INC. shrank from 15 to 10 advisory reps. IAPD ↗
$10,415 RAUM · 10 reps · 312-827-2800 · envestnet.com
Recruiting & transitionsM&A & valuation
50
TAYLOR FRIGON FAMILY OFFICE, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$1.3M RAUM · 5 reps · 805-226-0280 · tffamilyoffice.com
Recruiting & transitionsM&A & valuation
50
MADDIX HOLDINGS shrank from 6 to 4 advisory reps. IAPD ↗
$160.5M RAUM · 4 reps · 8019929783
Recruiting & transitionsM&A & valuation
50
MASTERWORKS ADVISERS, LLC shrank from 32 to 20 advisory reps. IAPD ↗
$37.2M RAUM · 20 reps · 203-518-5172 · masterworks.com
Recruiting & transitionsM&A & valuation
50
ALCALA MULTI FAMILY OFFICE shrank from 3 to 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (646) 559-0560
Recruiting & transitionsM&A & valuation
50
WEALTH STRATEGIES GROUP shrank from 4 to 2 advisory reps. IAPD ↗
$16.3M RAUM · 2 reps · 888-848-4144 · wealthstrategiesgroup.com
Recruiting & transitionsM&A & valuation
45
RUSSELL INVESTMENTS shrank from 122 to 115 advisory reps. IAPD ↗institutional
$82.66B RAUM · 115 reps · 206-505-7877 · russellinvestments.com
Recruiting & transitionsM&A & valuation
45
PIPER SANDLER & CO. shrank from 30 to 24 advisory reps. IAPD ↗institutional
$1.58B RAUM · 24 reps · 612-303-6000 · pipersandler.com
Recruiting & transitionsM&A & valuation
45
JOHN HANCOCK VARIABLE TRUST ADVISERS LLC shrank from 50 to 34 advisory reps. IAPD ↗institutional
$65.09B RAUM · 34 reps · 617-663-3000 · johnhancock.com
Recruiting & transitionsM&A & valuation
45
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS shrank from 7 to 4 advisory reps. IAPD ↗institutional
$3.92B RAUM · 4 reps · 518-431-7600 · trueplanadvisors.com
Recruiting & transitionsM&A & valuation
45
INVESCO INVESTMENT ADVISERS LLC shrank from 25 to 10 advisory reps. IAPD ↗institutional
$5.09B RAUM · 10 reps · 713-214-1919 · invesco.com
Recruiting & transitionsM&A & valuation
45
WILMINGTON FUNDS MANAGEMENT CORPORATION shrank from 38 to 30 advisory reps. IAPD ↗institutional
$14.77B RAUM · 30 reps · (302) 651-8118 · wilmingtoninvestmentmanagement.com
Recruiting & transitionsM&A & valuation
45
BLACKROCK FUND ADVISORS shrank from 319 to 283 advisory reps. IAPD ↗institutional
$3047.29B RAUM · 283 reps · 415 670 2000
Recruiting & transitionsM&A & valuation
45
PGIM INVESTMENTS LLC shrank from 105 to 96 advisory reps. IAPD ↗institutional
$315.35B RAUM · 96 reps · 973-802-9908
Recruiting & transitionsM&A & valuation
45
TIAA-CREF INVESTMENT MANAGEMENT LLC shrank from 326 to 321 advisory reps. IAPD ↗institutional
$249.86B RAUM · 321 reps · 212-490-9000
Recruiting & transitionsM&A & valuation
45
NLG CAPITAL, INC. shrank from 46 to 41 advisory reps. IAPD ↗institutional
$35.94B RAUM · 41 reps · 802-229-3773
Recruiting & transitionsM&A & valuation
45
IM GLOBAL PARTNER FUND MANAGEMENT LLC shrank from 24 to 4 advisory reps. IAPD ↗institutional
$2.88B RAUM · 4 reps · 323-238-4518 · imgpfunds.com
Recruiting & transitionsM&A & valuation
45
MEKETA INVESTMENT GROUP INC shrank from 114 to 109 advisory reps. IAPD ↗institutional
$9.72B RAUM · 109 reps · 781-471-3500 · meketa.com
Recruiting & transitionsM&A & valuation
45
COLUMBIA WANGER ASSET MANAGEMENT, LLC shrank from 17 to 8 advisory reps. IAPD ↗institutional
$6.45B RAUM · 8 reps · 312-634-9200 · columbiathreadneedleus.com
Recruiting & transitionsM&A & valuation
45
ALLIANZ INVESTMENT MANAGEMENT LLC shrank from 15 to 7 advisory reps. IAPD ↗institutional
$17.32B RAUM · 7 reps · 763-765-6500 · allianzim.com
Recruiting & transitionsM&A & valuation
45
MILLIMAN ADVISORS, LLC shrank from 12 to 2 advisory reps. IAPD ↗institutional
$2.73B RAUM · 2 reps · 206-624-7940 · milliman.com
Recruiting & transitionsM&A & valuation
45
ATTUCKS ASSET MANAGEMENT, LLC shrank from 12 to 9 advisory reps. IAPD ↗institutional
$4.13B RAUM · 9 reps · 312-422-9200 · attucksfunds.com
Recruiting & transitionsM&A & valuation
45
MINOT CAPITAL, LP shrank from 4 to 2 advisory reps. IAPD ↗institutional
$2.13B RAUM · 2 reps · 720-465-9200 · minotcap.com
Recruiting & transitionsM&A & valuation
45
APOLLO INVESTMENT MANAGEMENT, L.P. shrank from 2540 to 774 advisory reps. IAPD ↗institutional
$2.50B RAUM · 774 reps · 212-515-3200 · apollo.com
Recruiting & transitionsM&A & valuation
45
THRIVENT ASSET MANAGEMENT, LLC shrank from 160 to 153 advisory reps. IAPD ↗institutional
$30.31B RAUM · 153 reps · 800-847-4836
Recruiting & transitionsM&A & valuation
45
NEWPORT GROUP CONSULTING, LLC shrank from 38 to 11 advisory reps. IAPD ↗institutional
$2.56B RAUM · 11 reps · 407-333-2905 · newportgroup.com
Recruiting & transitionsM&A & valuation
45
KA FUND ADVISORS, LLC shrank from 23 to 11 advisory reps. IAPD ↗institutional
$2.38B RAUM · 11 reps · 713-493-2020 · kaynefunds.com
Recruiting & transitionsM&A & valuation
45
APOLLO CREDIT MANAGEMENT, LLC shrank from 2540 to 774 advisory reps. IAPD ↗institutional
$8.63B RAUM · 774 reps · 212-515-3200 · apollo.com
Recruiting & transitionsM&A & valuation
45
ITAU USA ASSET MANAGEMENT shrank from 19 to 8 advisory reps. IAPD ↗institutional
$8.01B RAUM · 8 reps · 212-845-0600
Recruiting & transitionsM&A & valuation
45
MADISON REALTY CAPITAL shrank from 37 to 32 advisory reps. IAPD ↗institutional
$6.82B RAUM · 32 reps · 646-442-0714 · vimeo.com
Recruiting & transitionsM&A & valuation
45
MILLIMAN FINANCIAL RISK MANAGEMENT LLC shrank from 196 to 134 advisory reps. IAPD ↗institutional
$42.93B RAUM · 134 reps · 312-726-0677 · frm.milliman.com
Recruiting & transitionsM&A & valuation
45
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC shrank from 118 to 98 advisory reps. IAPD ↗institutional
$7.14B RAUM · 98 reps · 212-583-5000 · bxdms.blackstone.com
Recruiting & transitionsM&A & valuation
45
EMSO ASSET MANAGEMENT US LLC shrank from 7 to 5 advisory reps. IAPD ↗institutional
$4.53B RAUM · 5 reps · 212-307-8905 · emso.com
Recruiting & transitionsM&A & valuation
45
APOLLO REAL ESTATE FUND ADVISER, LLC shrank from 2540 to 774 advisory reps. IAPD ↗institutional
$4.90B RAUM · 774 reps · (212) 515-3200
Recruiting & transitionsM&A & valuation
45
AMHERST CAPITAL MANAGEMENT LLC shrank from 18 to 14 advisory reps. IAPD ↗institutional
$4.61B RAUM · 14 reps · 212-593-6020
Recruiting & transitionsM&A & valuation
45
PRUDENTIAL SELECT STRATEGIES LLC shrank from 69 to 36 advisory reps. IAPD ↗institutional
$19.73B RAUM · 36 reps · 973-802-3137
Recruiting & transitionsM&A & valuation
45
FS/KKR ADVISOR, LLC shrank from 217 to 180 advisory reps. IAPD ↗institutional
$18.12B RAUM · 180 reps · 215-220-6651 · kkr.com
Recruiting & transitionsM&A & valuation
45
BLACKSTONE CREDIT BDC ADVISORS LLC shrank from 309 to 295 advisory reps. IAPD ↗institutional
$63.92B RAUM · 295 reps · 212-503-2100 · blackstone.podbean.com
Recruiting & transitionsM&A & valuation
45
1505 CAPITAL LLC shrank from 7 to 4 advisory reps. IAPD ↗institutional
$1.63B RAUM · 4 reps · 646-978-5329 · midwestholding.com
Recruiting & transitionsM&A & valuation
45
EURAZEO NORTH AMERICA, INC. shrank from 19 to 15 advisory reps. IAPD ↗institutional
$2.23B RAUM · 15 reps · 2126106060
Recruiting & transitionsM&A & valuation
45
M&G INVESTMENTS (USA) INC. shrank from 26 to 19 advisory reps. IAPD ↗institutional
$14.81B RAUM · 19 reps · 312-952-9464 · mandg.com
Recruiting & transitionsM&A & valuation
45
FS REIT ADVISOR, LLC shrank from 8 to 4 advisory reps. IAPD ↗institutional
$8.52B RAUM · 4 reps · 215-220-6651
Recruiting & transitionsM&A & valuation
45
TRASIMENE CAPITAL MANAGEMENT, LLC shrank from 5 to 2 advisory reps. IAPD ↗institutional
$2.17B RAUM · 2 reps · 702-323-7330 · trasimenecapitalmgmt.com
Recruiting & transitionsM&A & valuation
43
IMPACT INVESTMENT ADVISER LLC shrank from 9 to 7 advisory reps. IAPD ↗institutional
$612.2M RAUM · 7 reps · 415-981-1074
Recruiting & transitionsM&A & valuation
43
MORRISON STREET CAPITAL, LLC shrank from 9 to 6 advisory reps. IAPD ↗institutional
$505.2M RAUM · 6 reps · 503-952-0700 · morrisonstreetcapital.com
Recruiting & transitionsM&A & valuation
43
LASALLE DEBT INVESTORS, INC. shrank from 14 to 9 advisory reps. IAPD ↗institutional
$711.7M RAUM · 9 reps · 310-234-2100 · lasalle.com
Recruiting & transitionsM&A & valuation
43
LION CAPITAL (AMERICAS) INC. shrank from 3 to 1 advisory reps. IAPD ↗institutional
$396.9M RAUM · 1 reps · 310-800-1000 · lioncapital.com
Recruiting & transitionsM&A & valuation
43
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC shrank from 53 to 7 advisory reps. IAPD ↗institutional
$968.6M RAUM · 7 reps · 561-285-4044
Recruiting & transitionsM&A & valuation
43
APOLLO CAPITAL CREDIT ADVISER, LLC shrank from 2540 to 774 advisory reps. IAPD ↗institutional
$976.9M RAUM · 774 reps · (212) 515-3200
Recruiting & transitionsM&A & valuation
43
FS CREDIT INCOME ADVISOR, LLC shrank from 5 to 2 advisory reps. IAPD ↗institutional
$812.9M RAUM · 2 reps · 215-220-6651
Recruiting & transitionsM&A & valuation
43
MTC WEALTH MANAGEMENT shrank from 5 to 3 advisory reps. IAPD ↗institutional
$313.6M RAUM · 3 reps · 888-727-9191 · mtcwealthmanagement.com
Recruiting & transitionsM&A & valuation
43
ELECTRA CAPITAL shrank from 9 to 6 advisory reps. IAPD ↗institutional
$593.1M RAUM · 6 reps · (610) 977-2000
Recruiting & transitionsM&A & valuation
43
BG AMERICA LLC shrank from 5 to 3 advisory reps. IAPD ↗institutional
$675.0M RAUM · 3 reps · (212)8372300
Recruiting & transitionsM&A & valuation
43
ANCIENT MANAGEMENT LP D/B/A ANCIENT shrank from 8 to 5 advisory reps. IAPD ↗institutional
$361.4M RAUM · 5 reps · 212-870-8751 · ancientlp.com
Recruiting & transitionsM&A & valuation
43
APOLLO MANAGER, LLC shrank from 2540 to 774 advisory reps. IAPD ↗institutional
$265.7M RAUM · 774 reps · 212-515-3200
Recruiting & transitionsM&A & valuation
43
AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC shrank from 11 to 7 advisory reps. IAPD ↗institutional
$258.2M RAUM · 7 reps · 332-233-9292 · amberinfrastructure.com
Recruiting & transitionsM&A & valuation
40
DEUTSCHE BANK SECURITIES INC. shrank from 169 to 149 advisory reps. IAPD ↗institutional
$0 RAUM · 149 reps · 212-250-2500 · dbresearch.com
Recruiting & transitionsM&A & valuation
40
RUSSELL INVESTMENTS shrank from 137 to 118 advisory reps. IAPD ↗fund
$23.03B RAUM · 118 reps · 206-505-7877 · russellinvestments.com
Recruiting & transitionsM&A & valuation
40
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. shrank from 8 to 4 advisory reps. IAPD ↗fund
$10.70B RAUM · 4 reps · 312-803-6440
Recruiting & transitionsM&A & valuation
40
BOSTON MANAGEMENT AND RESEARCH shrank from 171 to 160 advisory reps. IAPD ↗fund
$111.00B RAUM · 160 reps · 617-482-8260 · eatonvancerealestate.com
Recruiting & transitionsM&A & valuation
40
BRIDGEWATER ASSOCIATES, LP shrank from 353 to 239 advisory reps. IAPD ↗fund
$171.75B RAUM · 239 reps · 203-226-3030 · soundcloud.com
Recruiting & transitionsM&A & valuation
40
PANAGORA ASSET MANAGEMENT INC shrank from 40 to 35 advisory reps. IAPD ↗fund
$32.00B RAUM · 35 reps · 617-439-6300 · panagora.com
Recruiting & transitionsM&A & valuation
40
TSCG INVESTORS, LLC shrank from 6 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 860 651-4000 · tscginvestors.com
Recruiting & transitionsM&A & valuation
40
BNY MELLON INVESTMENT ADVISER, INC. shrank from 33 to 23 advisory reps. IAPD ↗fund
$339.70B RAUM · 23 reps · 212-635-8827 · bnymellonim.com
Recruiting & transitionsM&A & valuation
40
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC shrank from 39 to 33 advisory reps. IAPD ↗fund
$9.32B RAUM · 33 reps · 415-788-7553
Recruiting & transitionsM&A & valuation
40
DLJ REAL ESTATE CAPITAL PARTNERS, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$1.41B RAUM · 8 reps · 212-901-4928 · dljrecp.com
Recruiting & transitionsM&A & valuation
40
DRA ADVISORS LLC shrank from 79 to 74 advisory reps. IAPD ↗fund
$15.53B RAUM · 74 reps · 212-697-4740 · draadvisors.com
Recruiting & transitionsM&A & valuation
40
PGIM PRIVATE PLACEMENT INVESTORS, L.P. shrank from 274 to 267 advisory reps. IAPD ↗fund
$25.68B RAUM · 267 reps · 973-367-2454
Recruiting & transitionsM&A & valuation
40
DUPONT CAPITAL MANAGEMENT shrank from 29 to 16 advisory reps. IAPD ↗fund
$13.88B RAUM · 16 reps · 302-477-6003
Recruiting & transitionsM&A & valuation
40
EMPOWER CAPITAL MANAGEMENT, LLC shrank from 77 to 71 advisory reps. IAPD ↗fund
$64.88B RAUM · 71 reps · 303-737-3000 · empower.com
Recruiting & transitionsM&A & valuation
40
PENN MUTUAL ASSET MANAGEMENT, LLC shrank from 38 to 33 advisory reps. IAPD ↗fund
$33.66B RAUM · 33 reps · 215-956-8114 · pennmutualam.com
Recruiting & transitionsM&A & valuation
40
BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. shrank from 118 to 98 advisory reps. IAPD ↗fund
$69.65B RAUM · 98 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
SCULPTOR CAPITAL LP shrank from 106 to 94 advisory reps. IAPD ↗fund
$43.03B RAUM · 94 reps · 212-790-0000
Recruiting & transitionsM&A & valuation
40
AMERICAN REALTY ADVISORS shrank from 55 to 46 advisory reps. IAPD ↗fund
$3.44B RAUM · 46 reps · 213-233-5700 · aracapital.com
Recruiting & transitionsM&A & valuation
40
HALBERT WEALTH MANAGEMENT, INC shrank from 4 to 2 advisory reps. IAPD ↗institutional
$69.1M RAUM · 2 reps · 512-263-3800 · halbertwealth.com
Recruiting & transitionsM&A & valuation
40
COMPASS GROUP LLC shrank from 15 to 12 advisory reps. IAPD ↗fund
$2.12B RAUM · 12 reps · 212-355-7630 · cgcompass.com
Recruiting & transitionsM&A & valuation
40
LASALLE INVESTMENT MANAGEMENT shrank from 313 to 61 advisory reps. IAPD ↗fund
$10.46B RAUM · 61 reps · 312-897-4000 · crunchbase.com
Recruiting & transitionsM&A & valuation
40
ARLINGTON PARTNERS LLC shrank from 16 to 7 advisory reps. IAPD ↗fund
$1.34B RAUM · 7 reps · 205-488-4300 · arlington.com
Recruiting & transitionsM&A & valuation
40
CBRE INVESTMENT MANAGEMENT shrank from 123 to 118 advisory reps. IAPD ↗fund
$17.32B RAUM · 118 reps · 212-824-2150 · cbreim.com
Recruiting & transitionsM&A & valuation
40
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. shrank from 157 to 149 advisory reps. IAPD ↗fund
$68.06B RAUM · 149 reps · 305-695-5500
Recruiting & transitionsM&A & valuation
40
THE CARLYLE GROUP shrank from 334 to 311 advisory reps. IAPD ↗fund
$273.61B RAUM · 311 reps · 202-729-5626 · carlyle.com
Recruiting & transitionsM&A & valuation
40
SSGA FUNDS MANAGEMENT, INC. shrank from 227 to 222 advisory reps. IAPD ↗fund
$1014.33B RAUM · 222 reps · 617-786-3000
Recruiting & transitionsM&A & valuation
40
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP shrank from 20 to 15 advisory reps. IAPD ↗fund
$24.75B RAUM · 15 reps · 206-623-4739 · bentallgreenoak.com
Recruiting & transitionsM&A & valuation
40
CBRE INVESTMENT MANAGEMENT shrank from 123 to 118 advisory reps. IAPD ↗fund
$6.77B RAUM · 118 reps · 212-824-2150
Recruiting & transitionsM&A & valuation
40
AXA INVESTMENT MANAGERS US INC shrank from 121 to 116 advisory reps. IAPD ↗fund
$90.19B RAUM · 116 reps · 203-983-4200
Recruiting & transitionsM&A & valuation
40
VANBARTON GROUP LLC shrank from 23 to 17 advisory reps. IAPD ↗fund
$1.99B RAUM · 17 reps · 212-293-8800
Recruiting & transitionsM&A & valuation
40
INTECH shrank from 20 to 16 advisory reps. IAPD ↗fund
$8.98B RAUM · 16 reps · (561) 775-1100
Recruiting & transitionsM&A & valuation
40
BLUE VISTA CAPITAL, LLC shrank from 50 to 40 advisory reps. IAPD ↗fund
$2.47B RAUM · 40 reps · 312-578-0033 · bluevistallc.com
Recruiting & transitionsM&A & valuation
40
PGIM QUANTITATIVE SOLUTIONS shrank from 64 to 59 advisory reps. IAPD ↗fund
$93.42B RAUM · 59 reps · 973-367-4653
Recruiting & transitionsM&A & valuation
40
RIVERSTONE INVESTMENT GROUP LLC shrank from 37 to 23 advisory reps. IAPD ↗fund
$13.18B RAUM · 23 reps · 212-993-0076 · riverstonellc.com
Recruiting & transitionsM&A & valuation
40
TPG ANGELO GORDON shrank from 187 to 154 advisory reps. IAPD ↗fund
$83.69B RAUM · 154 reps · 212.692.2000 · angelogordon.com
Recruiting & transitionsM&A & valuation
40
STONECASTLE ADVISORS, LLC shrank from 7 to 2 advisory reps. IAPD ↗fund
$1.12B RAUM · 2 reps · 212-354-6500 · scpdevco.com
Recruiting & transitionsM&A & valuation
40
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC shrank from 10 to 7 advisory reps. IAPD ↗fund
$1.20B RAUM · 7 reps · 646-792-5600 · cohenandcompany.com
Recruiting & transitionsM&A & valuation
40
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC shrank from 238 to 233 advisory reps. IAPD ↗fund
$27.89B RAUM · 233 reps · 212-503-2100 · soundcloud.com
Recruiting & transitionsM&A & valuation
40
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. shrank from 60 to 52 advisory reps. IAPD ↗fund
$3.03B RAUM · 52 reps · 212 761-7160 · morganstanley.com
Recruiting & transitionsM&A & valuation
40
MAGNETAR FINANCIAL LLC shrank from 69 to 59 advisory reps. IAPD ↗fund
$23.11B RAUM · 59 reps · 847-905-4400
Recruiting & transitionsM&A & valuation
40
WEISS MULTI-STRATEGY ADVISERS LLC shrank from 61 to 55 advisory reps. IAPD ↗fund
$7.33B RAUM · 55 reps · 212-415-4500 · gweiss.com
Recruiting & transitionsM&A & valuation
40
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP shrank from 309 to 295 advisory reps. IAPD ↗fund
$60.25B RAUM · 295 reps · 212-503-2100
Recruiting & transitionsM&A & valuation
40
GLENVIEW CAPITAL MANAGEMENT, LLC shrank from 31 to 25 advisory reps. IAPD ↗fund
$5.60B RAUM · 25 reps · 212-812-4700
Recruiting & transitionsM&A & valuation
40
WATERFALL ASSET MANAGEMENT, LLC shrank from 80 to 72 advisory reps. IAPD ↗fund
$18.61B RAUM · 72 reps · 212-257-4600 · waterfallam.com
Recruiting & transitionsM&A & valuation
40
BALYASNY ASSET MANAGEMENT L.P. shrank from 827 to 814 advisory reps. IAPD ↗fund
$248.04B RAUM · 814 reps · 312-499-2999 · corbetscap.com
Recruiting & transitionsM&A & valuation
40
NORTHGATE CAPITAL, L.P. shrank from 18 to 14 advisory reps. IAPD ↗fund
$4.14B RAUM · 14 reps · 925-820-9970
Recruiting & transitionsM&A & valuation
40
WL ROSS & CO. LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$1.25B RAUM · 2 reps · 972-715-7400 · invesco.com
Recruiting & transitionsM&A & valuation
40
BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. shrank from 118 to 98 advisory reps. IAPD ↗fund
$3.31B RAUM · 98 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
PENNANTPARK INVESTMENT ADVISERS, LLC shrank from 31 to 24 advisory reps. IAPD ↗fund
$3.98B RAUM · 24 reps · 212-905-1000
Recruiting & transitionsM&A & valuation
40
APOLLO CAPITAL MANAGEMENT, L.P. shrank from 2540 to 774 advisory reps. IAPD ↗fund
$504.07B RAUM · 774 reps · 212-515-3200
Recruiting & transitionsM&A & valuation
40
BLACKSTONE LIQUID CREDIT STRATEGIES LLC shrank from 275 to 263 advisory reps. IAPD ↗fund
$29.98B RAUM · 263 reps · 212-503-2100 · apple.co
Recruiting & transitionsM&A & valuation
40
CASTLELAKE, L.P. shrank from 88 to 80 advisory reps. IAPD ↗fund
$26.32B RAUM · 80 reps · 612-851-3000
Recruiting & transitionsM&A & valuation
40
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC shrank from 220 to 205 advisory reps. IAPD ↗fund
$42.66B RAUM · 205 reps · 617-572-0693
Recruiting & transitionsM&A & valuation
40
VARDE MANAGEMENT, L.P. shrank from 82 to 76 advisory reps. IAPD ↗fund
$18.09B RAUM · 76 reps · 952-893-1554
Recruiting & transitionsM&A & valuation
40
EMERGING CAPITAL PARTNERS shrank from 14 to 5 advisory reps. IAPD ↗fund
$1.31B RAUM · 5 reps · 202-280-6200 · ecpinvestments.com
Recruiting & transitionsM&A & valuation
40
BROOKFIELD ASSET MANAGEMENT PIC US, LLC shrank from 1681 to 1592 advisory reps. IAPD ↗fund
$171.02B RAUM · 1592 reps · 212-417-7000 · brookfield.com
Recruiting & transitionsM&A & valuation
40
TWO SIGMA ADVISERS, LP shrank from 71 to 66 advisory reps. IAPD ↗fund
$75.81B RAUM · 66 reps · (212) 625-5700 · twosigma.com
Recruiting & transitionsM&A & valuation
40
BLACKSTONE LIQUID CREDIT ADVISORS I LLC shrank from 251 to 240 advisory reps. IAPD ↗fund
$39.82B RAUM · 240 reps · 212-503-2100
Recruiting & transitionsM&A & valuation
40
HALIFAX INVESTMENT MANAGEMENT, L.L.C. shrank from 18 to 14 advisory reps. IAPD ↗fund
$1.57B RAUM · 14 reps · 919-786-4420 · thehalifaxgroup.com
Recruiting & transitionsM&A & valuation
40
RTW INVESTMENTS LP shrank from 37 to 32 advisory reps. IAPD ↗fund
$8.82B RAUM · 32 reps · 646-597-6980 · rtwfunds.com
Recruiting & transitionsM&A & valuation
40
ALTEGRIS ADVISORS, LLC shrank from 6 to 1 advisory reps. IAPD ↗institutional
$234.1M RAUM · 1 reps · 858-459-7040
Recruiting & transitionsM&A & valuation
40
VALUEACT CAPITAL MANAGEMENT, L.P. shrank from 17 to 11 advisory reps. IAPD ↗fund
$9.84B RAUM · 11 reps · 415-362-3700 · valueact.com
Recruiting & transitionsM&A & valuation
40
SUN CAPITAL ADVISORS, L.P. shrank from 59 to 45 advisory reps. IAPD ↗fund
$6.61B RAUM · 45 reps · 561-394-0550
Recruiting & transitionsM&A & valuation
40
CAPSTONE INVESTMENT ADVISORS, LLC shrank from 115 to 108 advisory reps. IAPD ↗fund
$69.25B RAUM · 108 reps · 212-232-1420
Recruiting & transitionsM&A & valuation
40
PROVIDENCE EQUITY PARTNERS L.L.C. shrank from 66 to 53 advisory reps. IAPD ↗fund
$24.63B RAUM · 53 reps · 401-751-1700 · provequity.com
Recruiting & transitionsM&A & valuation
40
WCAS MANAGEMENT CORPORATION shrank from 75 to 65 advisory reps. IAPD ↗fund
$15.14B RAUM · 65 reps · 212-893-9500 · wcas.com
Recruiting & transitionsM&A & valuation
40
QVT FINANCIAL LP shrank from 8 to 6 advisory reps. IAPD ↗fund
$2.14B RAUM · 6 reps · (212) 705-8888 · qvt.com
Recruiting & transitionsM&A & valuation
40
ROSE GROVE CAPITAL MANAGEMENT, LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$1.73B RAUM · 7 reps · 781-304-1600 · rosegrovecapital.com
Recruiting & transitionsM&A & valuation
40
ROCKLAND CAPITAL, LP shrank from 13 to 6 advisory reps. IAPD ↗fund
$1.82B RAUM · 6 reps · 281-863-9000 · rocklandcapital.com
Recruiting & transitionsM&A & valuation
40
AMERICAN INDUSTRIAL PARTNERS shrank from 58 to 53 advisory reps. IAPD ↗fund
$16.73B RAUM · 53 reps · 212-627-2360
Recruiting & transitionsM&A & valuation
40
MONROE CAPITAL MANAGEMENT ADVISORS LLC shrank from 124 to 91 advisory reps. IAPD ↗fund
$15.50B RAUM · 91 reps · (312) 258-8300
Recruiting & transitionsM&A & valuation
40
IRON POINT PARTNERS, LLC shrank from 15 to 6 advisory reps. IAPD ↗fund
$1.38B RAUM · 6 reps · 202-452-8400 · ironpointpartners.com
Recruiting & transitionsM&A & valuation
40
NCH CAPITAL INC. shrank from 28 to 16 advisory reps. IAPD ↗fund
$2.15B RAUM · 16 reps · 212-641-3200 · nchcapital.com
Recruiting & transitionsM&A & valuation
40
VIRGO INVESTMENT GROUP LLC shrank from 10 to 5 advisory reps. IAPD ↗fund
$1.30B RAUM · 5 reps · 650-486-1953
Recruiting & transitionsM&A & valuation
40
MADISON DEARBORN PARTNERS shrank from 64 to 59 advisory reps. IAPD ↗fund
$18.98B RAUM · 59 reps · 312-895-1000
Recruiting & transitionsM&A & valuation
40
STRIPES, LLC shrank from 50 to 45 advisory reps. IAPD ↗fund
$6.94B RAUM · 45 reps · 212-823-0720
Recruiting & transitionsM&A & valuation
40
LBC CREDIT PARTNERS shrank from 97 to 47 advisory reps. IAPD ↗fund
$3.51B RAUM · 47 reps · 215-972-8900 · lbccredit.com
Recruiting & transitionsM&A & valuation
40
GLOBAL ENDOWMENT MANAGEMENT, LP shrank from 20 to 16 advisory reps. IAPD ↗fund
$11.56B RAUM · 16 reps · 704-333-8282
Recruiting & transitionsM&A & valuation
40
SIRIS CAPITAL GROUP, LLC shrank from 34 to 25 advisory reps. IAPD ↗fund
$7.26B RAUM · 25 reps · 212-231-0095 · siris.com
Recruiting & transitionsM&A & valuation
40
DEERFIELD MANAGEMENT COMPANY shrank from 117 to 90 advisory reps. IAPD ↗fund
$16.12B RAUM · 90 reps · 212-551-1600
Recruiting & transitionsM&A & valuation
40
PRELUDE CAPITAL MANAGEMENT, LLC shrank from 16 to 11 advisory reps. IAPD ↗fund
$2.08B RAUM · 11 reps · 212-546-1180 · preludecapital.com
Recruiting & transitionsM&A & valuation
40
PARALLAX VOLATILITY ADVISERS, L.P. shrank from 35 to 26 advisory reps. IAPD ↗fund
$8.10B RAUM · 26 reps · 415-445-6646 · parallaxfund.com
Recruiting & transitionsM&A & valuation
40
MADISON INTERNATIONAL REALTY HOLDINGS, LLC shrank from 62 to 31 advisory reps. IAPD ↗fund
$7.04B RAUM · 31 reps · 212-688-8777
Recruiting & transitionsM&A & valuation
40
DECCAN VALUE INVESTORS L.P. shrank from 10 to 7 advisory reps. IAPD ↗fund
$1.39B RAUM · 7 reps · 203-983-7200 · deccanvalue.com
Recruiting & transitionsM&A & valuation
40
EDGE PRINCIPAL ADVISORS, LLC shrank from 17 to 13 advisory reps. IAPD ↗fund
$1.40B RAUM · 13 reps · 212-547-4380 · edgepe.com
Recruiting & transitionsM&A & valuation
40
BENEFIT STREET PARTNERS L.L.C. shrank from 120 to 107 advisory reps. IAPD ↗fund
$28.30B RAUM · 107 reps · 212-588-6770
Recruiting & transitionsM&A & valuation
40
BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. shrank from 118 to 98 advisory reps. IAPD ↗fund
$16.78B RAUM · 98 reps · 212-583-5000 · blackstone.com
Recruiting & transitionsM&A & valuation
40
MESA WEST CAPITAL shrank from 27 to 22 advisory reps. IAPD ↗fund
$9.06B RAUM · 22 reps · 310-806-6300 · mesawestcapital.com
Recruiting & transitionsM&A & valuation
40
SKY HARBOR CAPITAL MANAGEMENT, LLC shrank from 13 to 9 advisory reps. IAPD ↗fund
$4.06B RAUM · 9 reps · 203-769-8800 · skyharborglobalfunds.com
Recruiting & transitionsM&A & valuation
40
Z CAPITAL GROUP, L.L.C. shrank from 14 to 9 advisory reps. IAPD ↗fund
$3.64B RAUM · 9 reps · 212-595-8400 · zcg.com
Recruiting & transitionsM&A & valuation
40
FOUNDRY GROUP, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$3.41B RAUM · 6 reps · 303-642-4050 · foundry.vc
Recruiting & transitionsM&A & valuation
40
VIVO CAPITAL, LLC shrank from 48 to 43 advisory reps. IAPD ↗fund
$5.81B RAUM · 43 reps · 650-688-0818
Recruiting & transitionsM&A & valuation
40
BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. shrank from 112 to 75 advisory reps. IAPD ↗fund
$38.38B RAUM · 75 reps · 212-583-5000 · blackstone.podbean.com
Recruiting & transitionsM&A & valuation
40
MOORE CAPITAL MANAGEMENT, LP shrank from 168 to 159 advisory reps. IAPD ↗fund
$33.20B RAUM · 159 reps · 212 782-7000 · moorecap.com
Recruiting & transitionsM&A & valuation
40
TIGER GLOBAL MANAGEMENT, LLC shrank from 60 to 53 advisory reps. IAPD ↗fund
$55.96B RAUM · 53 reps · 212-984-8800
Recruiting & transitionsM&A & valuation
40
TCV shrank from 58 to 48 advisory reps. IAPD ↗fund
$20.01B RAUM · 48 reps · 650-614-8200 · podcasts.com
Recruiting & transitionsM&A & valuation
40
WINDJAMMER CAPITAL INVESTORS shrank from 24 to 17 advisory reps. IAPD ↗fund
$3.73B RAUM · 17 reps · (949) 721-9944 · windjammercapital.com
Recruiting & transitionsM&A & valuation
40
H.I.G. CAPITAL, LLC shrank from 566 to 558 advisory reps. IAPD ↗fund
$57.35B RAUM · 558 reps · 305-379-2322 · hig.com
Recruiting & transitionsM&A & valuation
40
FIVE POINTS CAPITAL LLC shrank from 20 to 15 advisory reps. IAPD ↗fund
$1.22B RAUM · 15 reps · 336-733-0350 · fivepointscapital.com
Recruiting & transitionsM&A & valuation
40
PAMPLONA CAPITAL MANAGEMENT LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$2.20B RAUM · 6 reps · (212 ) 207-6820 · pamplonafunds.com
Recruiting & transitionsM&A & valuation
40
ODYSSEY INVESTMENT PARTNERS, LLC shrank from 38 to 30 advisory reps. IAPD ↗fund
$6.09B RAUM · 30 reps · 212-351-7900
Recruiting & transitionsM&A & valuation
40
ABRY PARTNERS II, LLC shrank from 61 to 1 advisory reps. IAPD ↗fund
$17.10B RAUM · 1 reps · 617-859-2959 · abry.com
Recruiting & transitionsM&A & valuation
40
FC CAPITAL MANAGEMENT LLC shrank from 22 to 17 advisory reps. IAPD ↗fund
$1.80B RAUM · 17 reps · 704-414-2880 · frontiergrowth.com
Recruiting & transitionsM&A & valuation
40
ROSE SMART GROWTH INVESTMENT ADVISORS, LLC shrank from 61 to 55 advisory reps. IAPD ↗fund
$2.03B RAUM · 55 reps · 917-542-3600 · rosecompanies.com
Recruiting & transitionsM&A & valuation
40
FCP shrank from 38 to 33 advisory reps. IAPD ↗fund
$4.08B RAUM · 33 reps · 240-395-2000
Recruiting & transitionsM&A & valuation
40
ONEX FALCON INVESTMENT ADVISORS, LLC shrank from 32 to 24 advisory reps. IAPD ↗fund
$4.58B RAUM · 24 reps · (617) 412-2700 · onex.com
Recruiting & transitionsM&A & valuation
40
TILDEN PARK CAPITAL MANAGEMENT LP shrank from 22 to 16 advisory reps. IAPD ↗fund
$7.24B RAUM · 16 reps · 212-754-1700 · tildenparkcapital.com
Recruiting & transitionsM&A & valuation
40
K1 INVESTMENT MANAGEMENT LLC shrank from 71 to 66 advisory reps. IAPD ↗fund
$14.99B RAUM · 66 reps · 800 310 2870
Recruiting & transitionsM&A & valuation
40
BEEKMAN INVESTMENT ADVISORS shrank from 16 to 12 advisory reps. IAPD ↗fund
$1.02B RAUM · 12 reps · 646-502-3300 · lpweb-us.sannegroup.com
Recruiting & transitionsM&A & valuation
40
BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. shrank from 118 to 15 advisory reps. IAPD ↗fund
$10.58B RAUM · 15 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
GREENOAKS CAPITAL shrank from 19 to 15 advisory reps. IAPD ↗fund
$9.51B RAUM · 15 reps · 415.942.5322
Recruiting & transitionsM&A & valuation
40
KILDARE PARTNERS US, LLC shrank from 28 to 22 advisory reps. IAPD ↗fund
$1.88B RAUM · 22 reps · 214-756-6030 · kildarepartners.com
Recruiting & transitionsM&A & valuation
40
ROCK SPRINGS CAPITAL shrank from 9 to 7 advisory reps. IAPD ↗fund
$5.77B RAUM · 7 reps · 410-220-0130
Recruiting & transitionsM&A & valuation
40
OLD IRONSIDES ENERGY, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$1.42B RAUM · 8 reps · 617-366-2030 · oldironsidesenergy.com
Recruiting & transitionsM&A & valuation
40
MSCI ESG RESEARCH LLC shrank from 41 to 35 advisory reps. IAPD ↗institutional
$0 RAUM · 35 reps · 212-804-5299 · msci.com
Recruiting & transitionsM&A & valuation
40
OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US shrank from 222 to 122 advisory reps. IAPD ↗fund
$17.25B RAUM · 122 reps · 646-376-3100 · omersinfrastructure.com
Recruiting & transitionsM&A & valuation
40
SEVEN EIGHT CAPITAL, LP shrank from 20 to 6 advisory reps. IAPD ↗fund
$1.35B RAUM · 6 reps · 646-513-4350
Recruiting & transitionsM&A & valuation
40
THL MANAGERS VII, LLC shrank from 104 to 99 advisory reps. IAPD ↗fund
$14.39B RAUM · 99 reps · 617-227-1050
Recruiting & transitionsM&A & valuation
40
SABRIENT SYSTEMS, LLC shrank from 11 to 7 advisory reps. IAPD ↗institutional
$0 RAUM · 7 reps · 805-730-7777
Recruiting & transitionsM&A & valuation
40
BLACKSTONE MULTI-ASSET ADVISORS L.L.C. shrank from 28 to 22 advisory reps. IAPD ↗fund
$9.49B RAUM · 22 reps · 212-583-5000 · soundcloud.com
Recruiting & transitionsM&A & valuation
40
SQUAREPOINT OPS LLC shrank from 143 to 72 advisory reps. IAPD ↗fund
$126.50B RAUM · 72 reps · 646 868 1500 · squarepoint-capital.com
Recruiting & transitionsM&A & valuation
40
KORA MANAGEMENT LP shrank from 26 to 21 advisory reps. IAPD ↗fund
$1.20B RAUM · 21 reps · 212-257-5670 · koracap.com
Recruiting & transitionsM&A & valuation
40
PNC STEEL CITY ADVISORS, LLC shrank from 26 to 14 advisory reps. IAPD ↗institutional
$30.1M RAUM · 14 reps · 312-454-2929
Recruiting & transitionsM&A & valuation
40
NITORUM CAPITAL, L.P. shrank from 9 to 7 advisory reps. IAPD ↗fund
$1.75B RAUM · 7 reps · 212-356-6300
Recruiting & transitionsM&A & valuation
40
HUDSON EXECUTIVE CAPITAL LP shrank from 8 to 2 advisory reps. IAPD ↗fund
$1.15B RAUM · 2 reps · 212-521-8495
Recruiting & transitionsM&A & valuation
40
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC shrank from 20 to 11 advisory reps. IAPD ↗fund
$1.18B RAUM · 11 reps · 971-352-8430
Recruiting & transitionsM&A & valuation
40
COTA CAPITAL MANAGEMENT, LLC shrank from 16 to 12 advisory reps. IAPD ↗fund
$1.17B RAUM · 12 reps · 415-689-5600
Recruiting & transitionsM&A & valuation
40
ACRES shrank from 26 to 19 advisory reps. IAPD ↗fund
$3.65B RAUM · 19 reps · 516-535-0015 · acresreit.com
Recruiting & transitionsM&A & valuation
40
RUNWAY GROWTH CAPITAL LLC shrank from 21 to 16 advisory reps. IAPD ↗fund
$1.42B RAUM · 16 reps · 312-698-6902 · runwaygrowth.com
Recruiting & transitionsM&A & valuation
40
INNOVATUS CAPITAL PARTNERS, LLC shrank from 13 to 10 advisory reps. IAPD ↗fund
$1.69B RAUM · 10 reps · (212) 698-4580 · innovatuscp.com
Recruiting & transitionsM&A & valuation
40
OAKHURST ADVISORS shrank from 5 to 3 advisory reps. IAPD ↗fund
$1.20B RAUM · 3 reps · 1-800-235-6517 · oakhurstfunds.com
Recruiting & transitionsM&A & valuation
40
EVERSEPT PARTNERS, L.P. shrank from 7 to 4 advisory reps. IAPD ↗fund
$1.48B RAUM · 4 reps · 212-271-4200 · eversept.com
Recruiting & transitionsM&A & valuation
40
BOFA SECURITIES, INC. shrank from 348 to 314 advisory reps. IAPD ↗institutional
$0 RAUM · 314 reps · 646-743-2734 · bankofamerica.com
Recruiting & transitionsM&A & valuation
40
GILLSON CAPITAL shrank from 17 to 9 advisory reps. IAPD ↗fund
$1.67B RAUM · 9 reps · 312-667-8920 · gillsoncapital.com
Recruiting & transitionsM&A & valuation
40
ANTARCTICA INVESTMENT ADVISORS, LLC shrank from 20 to 14 advisory reps. IAPD ↗fund
$3.51B RAUM · 14 reps · 212 983 1602 · antarcticacapital.com
Recruiting & transitionsM&A & valuation
40
POLYCHAIN CAPITAL LP shrank from 12 to 9 advisory reps. IAPD ↗fund
$5.04B RAUM · 9 reps · 415-613-5108
Recruiting & transitionsM&A & valuation
40
MORNINGSTAR RESEARCH SERVICES LLC shrank from 160 to 139 advisory reps. IAPD ↗institutional
$0 RAUM · 139 reps · (312) 696-6000 · morningstar.com
Recruiting & transitionsM&A & valuation
40
AEGON REAL ASSETS US shrank from 49 to 42 advisory reps. IAPD ↗fund
$1.90B RAUM · 42 reps · 319-355-5408 · aegonam.com
Recruiting & transitionsM&A & valuation
40
TURNING ROCK PARTNERS, L.P. shrank from 8 to 6 advisory reps. IAPD ↗fund
$1.16B RAUM · 6 reps · 212-207-2396 · turningrockpartners.com
Recruiting & transitionsM&A & valuation
40
325 FILLMORE LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$1.03B RAUM · 4 reps · 303-398-2950
Recruiting & transitionsM&A & valuation
40
CRESTA FUND MANAGEMENT LLC shrank from 12 to 9 advisory reps. IAPD ↗fund
$1.60B RAUM · 9 reps · 214-310-1083
Recruiting & transitionsM&A & valuation
40
SAMSARA BIOCAPITAL, LLC shrank from 22 to 16 advisory reps. IAPD ↗fund
$1.62B RAUM · 16 reps · 650-285-4270 · samsaracap.com
Recruiting & transitionsM&A & valuation
40
WEALTHSHIELD LLC shrank from 7 to 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 919-948-4453 · wealthshield.co
Recruiting & transitionsM&A & valuation
40
ANZU PARTNERS, LLC shrank from 14 to 10 advisory reps. IAPD ↗fund
$1.04B RAUM · 10 reps · 202 742 5870
Recruiting & transitionsM&A & valuation
40
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC shrank from 25 to 19 advisory reps. IAPD ↗fund
$1.45B RAUM · 19 reps · 212-561-1250
Recruiting & transitionsM&A & valuation
40
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC shrank from 7 to 5 advisory reps. IAPD ↗institutional
$156.8M RAUM · 5 reps · 203-352-2700 · summerhavenindex.com
Recruiting & transitionsM&A & valuation
40
HINDUJA-LYNX INVESTMENT ADVISORY, LLC shrank from 5 to 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 202-833-3700
Recruiting & transitionsM&A & valuation
40
TSPI, LP shrank from 39 to 30 advisory reps. IAPD ↗fund
$2.92B RAUM · 30 reps · (212) 625-5700
Recruiting & transitionsM&A & valuation
40
RRG CAPITAL MANAGEMENT LLC shrank from 44 to 32 advisory reps. IAPD ↗fund
$2.46B RAUM · 32 reps · 323-936-9303 · renewablegroup.com
Recruiting & transitionsM&A & valuation
40
AJ CAPITAL MANAGEMENT LLC shrank from 36 to 28 advisory reps. IAPD ↗fund
$2.17B RAUM · 28 reps · 312-267-4185
Recruiting & transitionsM&A & valuation
40
BIP CAPITAL shrank from 14 to 11 advisory reps. IAPD ↗fund
$1.01B RAUM · 11 reps · 404-410-6476
Recruiting & transitionsM&A & valuation
40
QUID CAPITAL GROUP HOLDINGS, LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$1.97B RAUM · 5 reps · 424-238-2927
Recruiting & transitionsM&A & valuation
40
PPM LOAN MANAGEMENT COMPANY 2, LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$2.24B RAUM · 5 reps · 312-634-2500
Recruiting & transitionsM&A & valuation
40
DECLARATION PARTNERS LP shrank from 25 to 15 advisory reps. IAPD ↗fund
$2.16B RAUM · 15 reps · 212-321-4030
Recruiting & transitionsM&A & valuation
40
HARNESS WEALTH shrank from 5 to 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · (646) 586-5427 · harnesswealth.com
Recruiting & transitionsM&A & valuation
40
DRAGONFLY DIGITAL MANAGEMENT, LLC shrank from 14 to 10 advisory reps. IAPD ↗fund
$2.47B RAUM · 10 reps · 415-795-8868 · metastablecapital.com
Recruiting & transitionsM&A & valuation
40
RITTER ALPHA, LP shrank from 6 to 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 203-945-7567
Recruiting & transitionsM&A & valuation
40
SUNDANCE BAY shrank from 48 to 42 advisory reps. IAPD ↗fund
$2.02B RAUM · 42 reps · 801-783-3430 · sundancebay.com
Recruiting & transitionsM&A & valuation
40
IRON TRIANGLE PARTNERS LP shrank from 6 to 4 advisory reps. IAPD ↗fund
$1.13B RAUM · 4 reps · 646-779-6380 · irontrianglepartners.com
Recruiting & transitionsM&A & valuation
40
BLACKSTONE CLO MANAGEMENT LLC shrank from 248 to 238 advisory reps. IAPD ↗fund
$8.42B RAUM · 238 reps · 212-503-2100 · blackstone.podbean.com
Recruiting & transitionsM&A & valuation
40
TRIBE CAPITAL shrank from 20 to 14 advisory reps. IAPD ↗fund
$2.22B RAUM · 14 reps · (707) 653-5302 · tribecap.co
Recruiting & transitionsM&A & valuation
40
BSP CLO MANAGEMENT LLC shrank from 120 to 107 advisory reps. IAPD ↗fund
$4.22B RAUM · 107 reps · 212-588-6770 · benefitsreetpartners.com
Recruiting & transitionsM&A & valuation
40
CANDLESTICK CAPITAL MANAGEMENT LP shrank from 40 to 33 advisory reps. IAPD ↗fund
$6.09B RAUM · 33 reps · 203-889-4340
Recruiting & transitionsM&A & valuation
40
CRESSET PARTNERS LLC shrank from 18 to 5 advisory reps. IAPD ↗fund
$4.34B RAUM · 5 reps · 312-429-2400 · cressetpartners.com
Recruiting & transitionsM&A & valuation
40
PHORCYS INVESTMENT ADVISORS, LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$1.24B RAUM · 1 reps · 787-979-2163
Recruiting & transitionsM&A & valuation
40
CLOVER CREDIT MANAGEMENT, LLC shrank from 248 to 238 advisory reps. IAPD ↗fund
$3.50B RAUM · 238 reps · 212-503-2100 · apple.co
Recruiting & transitionsM&A & valuation
40
ALPHA SQUARE GROUP S, LLC shrank from 19 to 13 advisory reps. IAPD ↗fund
$1.07B RAUM · 13 reps · 347-334-0787
Recruiting & transitionsM&A & valuation
40
CARRONADE CAPITAL MANAGEMENT, LP shrank from 8 to 6 advisory reps. IAPD ↗fund
$2.02B RAUM · 6 reps · 475-259-0060
Recruiting & transitionsM&A & valuation
40
INCLUSIVE CAPITAL PARTNERS, L.P. shrank from 10 to 8 advisory reps. IAPD ↗fund
$1.73B RAUM · 8 reps · (415) 625-8957 · in-cap.com
Recruiting & transitionsM&A & valuation
40
GGP MANAGEMENT, L.P. shrank from 13 to 10 advisory reps. IAPD ↗fund
$1.21B RAUM · 10 reps · 310-807-2943 · griffingp.com
Recruiting & transitionsM&A & valuation
40
BAYPINE HOLDINGS LP shrank from 32 to 26 advisory reps. IAPD ↗fund
$3.10B RAUM · 26 reps · (617) 880-7440 · baypine.com
Recruiting & transitionsM&A & valuation
40
MOUNT LOGAN MANAGEMENT shrank from 18 to 9 advisory reps. IAPD ↗fund
$2.09B RAUM · 9 reps · 212-891-2880
Recruiting & transitionsM&A & valuation
40
CLEAR SKY ADVISERS, LLC shrank from 9 to 5 advisory reps. IAPD ↗fund
$1.30B RAUM · 5 reps · 347-450-9545
Recruiting & transitionsM&A & valuation
40
VALKYRIE FUNDS LLC shrank from 4 to 2 advisory reps. IAPD ↗institutional
$152.1M RAUM · 2 reps · 218-255-9743
Recruiting & transitionsM&A & valuation
40
GREENWOOD PINE PARTNERS shrank from 14 to 10 advisory reps. IAPD ↗institutional
$20.8M RAUM · 10 reps · 901-761-2474
Recruiting & transitionsM&A & valuation
40
AFFINIUS CAPITAL shrank from 293 to 285 advisory reps. IAPD ↗fund
$18.55B RAUM · 285 reps · 800-531-8182
Recruiting & transitionsM&A & valuation
40
VATIC INVESTMENTS shrank from 12 to 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 646-202-1494 · vaticlabs.ai
Recruiting & transitionsM&A & valuation
40
OPENVIEW ADVISORS, LLC shrank from 31 to 10 advisory reps. IAPD ↗fund
$1.65B RAUM · 10 reps · 617-478-7500 · openviewpartners.com
Recruiting & transitionsM&A & valuation
40
VGI PARTNERS, INC. shrank from 2 to 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 2129374700
Recruiting & transitionsM&A & valuation
40
SVB CAPITAL shrank from 29 to 18 advisory reps. IAPD ↗fund
$12.17B RAUM · 18 reps · 650-519-0540
Recruiting & transitionsM&A & valuation
40
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC shrank from 312 to 295 advisory reps. IAPD ↗fund
$14.03B RAUM · 295 reps · 212-503-2100 · blackstone.com
Recruiting & transitionsM&A & valuation
40
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. shrank from 8 to 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 888-885-8101
Recruiting & transitionsM&A & valuation
40
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC shrank from 109 to 102 advisory reps. IAPD ↗fund
$3.82B RAUM · 102 reps · 833-259-7511 · gid.com
Recruiting & transitionsM&A & valuation
38
THE CYPRESS FUNDS LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$925.3M RAUM · 2 reps · 213-891-6375 · thecypressfunds.com
Recruiting & transitionsM&A & valuation
38
INVESCO PRIVATE CAPITAL, INC. shrank from 8 to 4 advisory reps. IAPD ↗fund
$769.1M RAUM · 4 reps · 212-826-1100 · invesco.com
Recruiting & transitionsM&A & valuation
38
NEWPORT ASIA LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$666.0M RAUM · 5 reps · 415/677-8620 · newportasiallc.com
Recruiting & transitionsM&A & valuation
38
CONSILIUM INVESTMENT MANAGEMENT LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$472.3M RAUM · 4 reps · 954-315-9380
Recruiting & transitionsM&A & valuation
38
STADIUM CAPITAL MANAGEMENT, LLC shrank from 7 to 4 advisory reps. IAPD ↗fund
$274.8M RAUM · 4 reps · 203-972-8235 · stadiumcapitallp.com
Recruiting & transitionsM&A & valuation
38
ENDEAVOUR CAPITAL ADVISORS INC. shrank from 6 to 4 advisory reps. IAPD ↗fund
$564.9M RAUM · 4 reps · 203-618-0101 · endcap.com
Recruiting & transitionsM&A & valuation
38
BLACKSTONE REAL ESTATE ADVISORS V L.P. shrank from 255 to 247 advisory reps. IAPD ↗fund
$291.9M RAUM · 247 reps · 212-583-5000 · spoti.fi
Recruiting & transitionsM&A & valuation
38
STANDARD GENERAL L.P. shrank from 7 to 2 advisory reps. IAPD ↗fund
$710.5M RAUM · 2 reps · 212-257-4701
Recruiting & transitionsM&A & valuation
38
LIGHT STREET CAPITAL MANAGEMENT, LLC shrank from 9 to 5 advisory reps. IAPD ↗fund
$821.2M RAUM · 5 reps · 650-234-1640 · lightstreet.com
Recruiting & transitionsM&A & valuation
38
RESILIENCE MANAGEMENT shrank from 8 to 6 advisory reps. IAPD ↗fund
$563.5M RAUM · 6 reps · 216-292-0200 · resiliencecapital.com
Recruiting & transitionsM&A & valuation
38
PEGASUS CAPITAL ADVISORS, L.P. shrank from 10 to 8 advisory reps. IAPD ↗fund
$438.3M RAUM · 8 reps · 203-869-4400
Recruiting & transitionsM&A & valuation
38
MILL ROAD CAPITAL shrank from 9 to 6 advisory reps. IAPD ↗fund
$827.4M RAUM · 6 reps · 203-987-3500 · millroadcapital.com
Recruiting & transitionsM&A & valuation
38
SANCUS CAPITAL MANAGEMENT LP shrank from 8 to 6 advisory reps. IAPD ↗fund
$668.8M RAUM · 6 reps · 212-277-8255 · sancuscap.com
Recruiting & transitionsM&A & valuation
38
AUTONOMY CAPITAL shrank from 10 to 1 advisory reps. IAPD ↗fund
$701.3M RAUM · 1 reps · 212-796-1900
Recruiting & transitionsM&A & valuation
38
AURELIUS CAPITAL MANAGEMENT, LP shrank from 12 to 6 advisory reps. IAPD ↗fund
$824.2M RAUM · 6 reps · 646-445-6500 · aurelius-capital.com
Recruiting & transitionsM&A & valuation
38
VINE INVESTMENT ADVISORS, LP shrank from 9 to 7 advisory reps. IAPD ↗fund
$928.4M RAUM · 7 reps · 917-512-7049
Recruiting & transitionsM&A & valuation
38
HIMCO, LLC shrank from 42 to 35 advisory reps. IAPD ↗fund
$962.9M RAUM · 35 reps · 973-292-9595 · hampshirere.com
Recruiting & transitionsM&A & valuation
38
INDABA CAPITAL MANAGEMENT, L.P. shrank from 9 to 7 advisory reps. IAPD ↗fund
$854.6M RAUM · 7 reps · 415-680-1030 · indabacapital.com
Recruiting & transitionsM&A & valuation
38
VENOR CAPITAL MANAGEMENT LP shrank from 5 to 3 advisory reps. IAPD ↗fund
$439.5M RAUM · 3 reps · 212-703-2100
Recruiting & transitionsM&A & valuation
38
CITYVIEW MANAGEMENT SERVICES, LLC shrank from 48 to 42 advisory reps. IAPD ↗fund
$961.0M RAUM · 42 reps · 310-566-8700 · cityview.com
Recruiting & transitionsM&A & valuation
38
SQN CAPITAL MANAGEMENT, LLC shrank from 6 to 3 advisory reps. IAPD ↗fund
$282.1M RAUM · 3 reps · (212) 422-2166 · sqncapital.com
Recruiting & transitionsM&A & valuation
38
TACONIC PARTNERS shrank from 33 to 27 advisory reps. IAPD ↗fund
$435.1M RAUM · 27 reps · 212-220-9945 · taconicpartners.com
Recruiting & transitionsM&A & valuation
38
MILESTONE PARTNERS shrank from 10 to 7 advisory reps. IAPD ↗fund
$405.7M RAUM · 7 reps · 610-526-2700 · milestonepartners.com
Recruiting & transitionsM&A & valuation
38
SFW CAPITAL PARTNERS LP shrank from 12 to 7 advisory reps. IAPD ↗fund
$967.5M RAUM · 7 reps · 914-510-8910 · sfwcap.com
Recruiting & transitionsM&A & valuation
38
THE GORES GROUP, LLC shrank from 11 to 8 advisory reps. IAPD ↗fund
$311.0M RAUM · 8 reps · 310-209-3010 · gores.com
Recruiting & transitionsM&A & valuation
38
KERRISDALE ADVISERS, LLC shrank from 4 to 1 advisory reps. IAPD ↗fund
$536.5M RAUM · 1 reps · 212-792-7999
Recruiting & transitionsM&A & valuation
38
MIURA GLOBAL MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$303.5M RAUM · 4 reps · 212-984-8832
Recruiting & transitionsM&A & valuation
38
TRUE NORTH MANAGEMENT GROUP, LLC shrank from 10 to 7 advisory reps. IAPD ↗fund
$604.5M RAUM · 7 reps · 914-304-8760 · tninvestors.com
Recruiting & transitionsM&A & valuation
38
MFP INVESTORS LLC shrank from 7 to 4 advisory reps. IAPD ↗fund
$487.0M RAUM · 4 reps · 212 752-7280
Recruiting & transitionsM&A & valuation
38
HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. shrank from 18 to 6 advisory reps. IAPD ↗fund
$623.3M RAUM · 6 reps · 317-574-6900
Recruiting & transitionsM&A & valuation
38
HEP PARTNERS LLC shrank from 9 to 6 advisory reps. IAPD ↗fund
$327.4M RAUM · 6 reps · 214-615-2300 · hicksholdings.com
Recruiting & transitionsM&A & valuation
38
STABILIS CAPITAL MANAGEMENT, LP shrank from 7 to 4 advisory reps. IAPD ↗fund
$255.5M RAUM · 4 reps · 212-256-8970 · stabiliscap.com
Recruiting & transitionsM&A & valuation
38
TRADELINK CAPITAL LLC shrank from 30 to 20 advisory reps. IAPD ↗fund
$330.2M RAUM · 20 reps · 312-264-2000 · tradelinkllc.com
Recruiting & transitionsM&A & valuation
38
KETTLE HILL CAPITAL MANAGEMENT, LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$748.9M RAUM · 7 reps · 212-488-1728 · kettlehill.com
Recruiting & transitionsM&A & valuation
38
DISRUPTIVE TECHNOLOGY ADVISERS LLC shrank from 16 to 12 advisory reps. IAPD ↗fund
$959.2M RAUM · 12 reps · (424) 205-6850 · disruptive.tech
Recruiting & transitionsM&A & valuation
38
PURA VIDA INVESTMENTS, LLC shrank from 11 to 6 advisory reps. IAPD ↗fund
$264.0M RAUM · 6 reps · (646) 757-2180 · puravidainvestments.com
Recruiting & transitionsM&A & valuation
38
ATIKA CAPITAL MANAGEMENT, LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$840.8M RAUM · 5 reps · 212-408-2710 · atikacapital.com
Recruiting & transitionsM&A & valuation
38
CM INVESTMENT PARTNERS, LLC shrank from 12 to 9 advisory reps. IAPD ↗fund
$515.6M RAUM · 9 reps · 646-690-5047
Recruiting & transitionsM&A & valuation
38
JAGUAR GROWTH ASSET MANAGEMENT, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$505.9M RAUM · 8 reps · 646-663-4950 · jaguargrowth.com
Recruiting & transitionsM&A & valuation
38
PROSPECT HILL GROWTH PARTNERS, L.P. shrank from 12 to 9 advisory reps. IAPD ↗fund
$561.4M RAUM · 9 reps · 617-753-1100
Recruiting & transitionsM&A & valuation
38
SQN INVESTORS LP shrank from 6 to 4 advisory reps. IAPD ↗fund
$279.1M RAUM · 4 reps · 650-489-9100 · sqninvestors.com
Recruiting & transitionsM&A & valuation
38
LION POINT CAPITAL, LP shrank from 8 to 4 advisory reps. IAPD ↗fund
$517.7M RAUM · 4 reps · 212-356-6200 · lionpoint.com
Recruiting & transitionsM&A & valuation
38
RESOURCE LAND HOLDINGS, LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$296.0M RAUM · 7 reps · 720-723-2850
Recruiting & transitionsM&A & valuation
38
ATW PARTNERS LLC shrank from 9 to 6 advisory reps. IAPD ↗fund
$497.4M RAUM · 6 reps · 646-975-5547 · atwpartners.com
Recruiting & transitionsM&A & valuation
38
TRUE PARTNER CAPITAL USA shrank from 7 to 2 advisory reps. IAPD ↗fund
$626.2M RAUM · 2 reps · 312-675-6128 · truepartnercapital.com
Recruiting & transitionsM&A & valuation
38
FALL LINE CAPITAL, LLC shrank from 13 to 9 advisory reps. IAPD ↗fund
$484.3M RAUM · 9 reps · 650-235-4032 · fall-line-capital.com
Recruiting & transitionsM&A & valuation
38
PARKERGALE, LLC shrank from 14 to 9 advisory reps. IAPD ↗fund
$547.3M RAUM · 9 reps · 312-698-6300
Recruiting & transitionsM&A & valuation
38
GREAT ELM CAPITAL MANAGEMENT, INC. shrank from 16 to 8 advisory reps. IAPD ↗fund
$288.4M RAUM · 8 reps · 561-214-7901 · greatelmgroup.com
Recruiting & transitionsM&A & valuation
38
ARROWROOT CAPITAL MANAGEMENT, LLC shrank from 13 to 10 advisory reps. IAPD ↗fund
$737.7M RAUM · 10 reps · 310-566-5966
Recruiting & transitionsM&A & valuation
38
LSCP ADVISORS, LLC shrank from 6 to 3 advisory reps. IAPD ↗fund
$523.8M RAUM · 3 reps · 512-407-2600 · legacystarcapital.com
Recruiting & transitionsM&A & valuation
38
GOTHAM GREEN PARTNERS, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$445.5M RAUM · 6 reps · 212-659-3838 · gothamgreenpartners.com
Recruiting & transitionsM&A & valuation
38
WEWORK CAPITAL ADVISORS LLC shrank from 9 to 4 advisory reps. IAPD ↗fund
$484.8M RAUM · 4 reps · 917-693-5456
Recruiting & transitionsM&A & valuation
38
WINCOVE shrank from 7 to 5 advisory reps. IAPD ↗fund
$261.9M RAUM · 5 reps · (603) 770-9785 · wincove.com
Recruiting & transitionsM&A & valuation
38
CREO CAPITAL PARTNERS MANAGEMENT LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$394.2M RAUM · 3 reps · 720-250-3201 · creocapitalpartners.com
Recruiting & transitionsM&A & valuation
38
VARIANT EQUITY ADVISORS, LLC shrank from 5 to 2 advisory reps. IAPD ↗fund
$407.7M RAUM · 2 reps · (310) 467- 4700 · variantequity.com
Recruiting & transitionsM&A & valuation
38
ADVANTAGE ALPHA CAPITAL PARTNERS LP shrank from 7 to 5 advisory reps. IAPD ↗fund
$543.4M RAUM · 5 reps · (415) 343-7077 · advantagealpha.com
Recruiting & transitionsM&A & valuation
38
SPX CAPITAL MANAGEMENT LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$359.7M RAUM · 5 reps · (212) 386-5810 · spxcapital.com
Recruiting & transitionsM&A & valuation
38
OLYMPUS PEAK ASSET MANAGEMENT LP shrank from 6 to 3 advisory reps. IAPD ↗fund
$639.7M RAUM · 3 reps · 212-373-1195
Recruiting & transitionsM&A & valuation
38
SIERRA CREST INVESTMENT MANAGEMENT LLC shrank from 18 to 0 advisory reps. IAPD ↗fund
$994.2M RAUM · 0 reps · 212-891-2880
Recruiting & transitionsM&A & valuation
38
LISC FUND MANAGEMENT, LLC shrank from 20 to 10 advisory reps. IAPD ↗fund
$840.0M RAUM · 10 reps · 212-455-9800 · liscstrategicinvestments.org
Recruiting & transitionsM&A & valuation
38
BAYMOUNT MANAGEMENT LP shrank from 5 to 3 advisory reps. IAPD ↗fund
$608.2M RAUM · 3 reps · 305-847-9720 · baymount.com
Recruiting & transitionsM&A & valuation
38
BESTIGE HOLDINGS, LLC shrank from 10 to 4 advisory reps. IAPD ↗fund
$362.4M RAUM · 4 reps · 312-405-7521 · bestigeholdings.com
Recruiting & transitionsM&A & valuation
38
COMMONWEALTH ASSET MANAGEMENT LP shrank from 9 to 6 advisory reps. IAPD ↗fund
$911.6M RAUM · 6 reps · 424-363-0170 · cwamgroup.com
Recruiting & transitionsM&A & valuation
38
APPIAN WAY ASSET MANAGEMENT LP shrank from 8 to 6 advisory reps. IAPD ↗fund
$681.8M RAUM · 6 reps · 212-931-1173 · appianasset.com
Recruiting & transitionsM&A & valuation
38
SCALEWORKS CAPITAL, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$263.5M RAUM · 6 reps · 210-544-5409 · soil.works
Recruiting & transitionsM&A & valuation
38
CLOSED LOOP PARTNERS, LLC shrank from 25 to 17 advisory reps. IAPD ↗fund
$401.5M RAUM · 17 reps · 646-475-0201
Recruiting & transitionsM&A & valuation
38
VILA, LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$342.4M RAUM · 5 reps · 213-306-5950 · vilallc.com
Recruiting & transitionsM&A & valuation
38
TC LATIN AMERICA PARTNERS LLC shrank from 28 to 18 advisory reps. IAPD ↗fund
$629.3M RAUM · 18 reps · 347-289-3262 · tcinvestmentpartners.com
Recruiting & transitionsM&A & valuation
38
GRAFINE CAPITAL HOLDINGS LLC shrank from 7 to 4 advisory reps. IAPD ↗fund
$606.2M RAUM · 4 reps · 212-235-2045 · grafine.com
Recruiting & transitionsM&A & valuation
38
LYNX1 CAPITAL MANAGEMENT LP shrank from 3 to 1 advisory reps. IAPD ↗fund
$268.3M RAUM · 1 reps · 703-963-7214
Recruiting & transitionsM&A & valuation
38
AON ADVANTAGE FUNDS LLC shrank from 20 to 11 advisory reps. IAPD ↗fund
$268.0M RAUM · 11 reps · 312-381-0132 · aon.com
Recruiting & transitionsM&A & valuation
38
AFC MANAGEMENT, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$467.2M RAUM · 8 reps · 561-510-2390 · advancedflowercapital.com
Recruiting & transitionsM&A & valuation
38
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC shrank from 867 to 855 advisory reps. IAPD ↗fund
$416.7M RAUM · 855 reps · 212-417-7000 · brookfield.com
Recruiting & transitionsM&A & valuation
38
MKH CAPITAL PARTNERS LP shrank from 9 to 6 advisory reps. IAPD ↗fund
$265.0M RAUM · 6 reps · 305-901-6050 · mkhpartners.com
Recruiting & transitionsM&A & valuation
38
HURRICANE CAPITAL ADVISORS LLC shrank from 10 to 6 advisory reps. IAPD ↗fund
$415.2M RAUM · 6 reps · 212-702-7101 · hurricanecapital.io
Recruiting & transitionsM&A & valuation
38
REPUBLIC CAPITAL shrank from 8 to 5 advisory reps. IAPD ↗fund
$690.7M RAUM · 5 reps · 212-401-6930 · republiccapital.co
Recruiting & transitionsM&A & valuation
38
CORNER CAPITAL MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$749.8M RAUM · 4 reps · 732-740-4669 · cornerventures.com
Recruiting & transitionsM&A & valuation
38
ARIS MANAGEMENT, LLC shrank from 2540 to 774 advisory reps. IAPD ↗fund
$608.6M RAUM · 774 reps · 212-515-3200
Recruiting & transitionsM&A & valuation
38
VALEAS CAPITAL PARTNERS shrank from 9 to 7 advisory reps. IAPD ↗fund
$807.4M RAUM · 7 reps · 415-992-3131 · valeas.com
Recruiting & transitionsM&A & valuation
38
DI INVESTMENT MANAGEMENT LP shrank from 47 to 40 advisory reps. IAPD ↗fund
$379.7M RAUM · 40 reps · 214-775-4712 · dalfen.com
Recruiting & transitionsM&A & valuation
38
AMERICAN TRIPLE I, LLC shrank from 15 to 8 advisory reps. IAPD ↗fund
$390.6M RAUM · 8 reps · (917) 512-6599 · atipartners.com
Recruiting & transitionsM&A & valuation
38
WEST TOWER GROUP, LLC shrank from 13 to 6 advisory reps. IAPD ↗fund
$384.2M RAUM · 6 reps · (804) 420-8588 · westtowergroup.com
Recruiting & transitionsM&A & valuation
38
WILMINGTON TRUST ASSET MANAGEMENT, LLC shrank from 68 to 37 advisory reps. IAPD ↗fund
$290.5M RAUM · 37 reps · 302-636-6874
Recruiting & transitionsM&A & valuation
35
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. shrank from 256 to 248 advisory reps. IAPD ↗fund
$35.6M RAUM · 248 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
35
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$25.0M RAUM · 1 reps · 212-730-2000 · mdsass.com
Recruiting & transitionsM&A & valuation
35
VOYAGER MANAGEMENT, LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$159.0M RAUM · 1 reps · 424-652-7070 · voyagermgt.com
Recruiting & transitionsM&A & valuation
35
USCA ASSET MANAGEMENT LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$232.8M RAUM · 5 reps · 713-366-0500 · uscallc.com
Recruiting & transitionsM&A & valuation
35
ORTELIUS CAPITAL PARTNERS shrank from 3 to 1 advisory reps. IAPD ↗fund
$102.9M RAUM · 1 reps · 917-595-5010 · orteliusinvestments.com
Recruiting & transitionsM&A & valuation
35
CARTICA MANAGEMENT, LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$1.7M RAUM · 2 reps · 202-367-3015 · cartica.com
Recruiting & transitionsM&A & valuation
35
MICROVEST CAPITAL MANAGEMENT LLC shrank from 13 to 6 advisory reps. IAPD ↗fund
$226.3M RAUM · 6 reps · 301-664-6680 · microvestfund.com
Recruiting & transitionsM&A & valuation
35
GARRISON INVESTMENT GROUP LP shrank from 6 to 2 advisory reps. IAPD ↗fund
$195.4M RAUM · 2 reps · 1-646-662-6004
Recruiting & transitionsM&A & valuation
35
MP RIA, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$113.1M RAUM · 8 reps · 303-773-0369 · millerglobal.com
Recruiting & transitionsM&A & valuation
35
STONEBRIDGE PARTNERS LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$139.4M RAUM · 3 reps · 914-682-2700 · stonebridgepartners.com
Recruiting & transitionsM&A & valuation
35
BLUEMAR CAPITAL MANAGEMENT, LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$123.8M RAUM · 1 reps · 212-446-2400 · bluemarcapital.com
Recruiting & transitionsM&A & valuation
35
PROTEUS, LLC shrank from 7 to 4 advisory reps. IAPD ↗fund
$215.1M RAUM · 4 reps · 317-653-2756
Recruiting & transitionsM&A & valuation
35
WINDSAIL CAPITAL GROUP, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$196.3M RAUM · 4 reps · 617-423-6063 · windsailcapital.com
Recruiting & transitionsM&A & valuation
35
CENTURY BRIDGE PARTNERS MANAGEMENT, LLC shrank from 11 to 8 advisory reps. IAPD ↗fund
$13.0M RAUM · 8 reps · 817-437-9760 · centurybridge.com
Recruiting & transitionsM&A & valuation
35
NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC shrank from 11 to 5 advisory reps. IAPD ↗fund
$173.4M RAUM · 5 reps · +55 (11) 5180-3311 · newfcap.com
Recruiting & transitionsM&A & valuation
35
ENDURANT CAPITAL MANAGEMENT LP shrank from 6 to 2 advisory reps. IAPD ↗fund
$120.6M RAUM · 2 reps · 650-539-5900
Recruiting & transitionsM&A & valuation
35
MARLOWE PARTNERS LP shrank from 5 to 3 advisory reps. IAPD ↗fund
$53.9M RAUM · 3 reps · 212-409-1100 · marlowepartners.com
Recruiting & transitionsM&A & valuation
35
FIRST SENTIER INVESTORS (US) LLC shrank from 16 to 12 advisory reps. IAPD ↗fund
$116.4M RAUM · 12 reps · 212-497-9980 · firstsentierinvestors.com
Recruiting & transitionsM&A & valuation
35
SAGE ROCK CAPITAL MANAGEMENT LP shrank from 4 to 2 advisory reps. IAPD ↗fund
$86.5M RAUM · 2 reps · 212-257-4859 · tx3sagerock.com
Recruiting & transitionsM&A & valuation
35
ICP GROUP INVESTMENT MANAGER, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$239.1M RAUM · 4 reps · 469-747-1700
Recruiting & transitionsM&A & valuation
35
STRUCK CAPITAL MANAGEMENT LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$145.1M RAUM · 7 reps · 561-289-0486 · struckcrypto.com
Recruiting & transitionsM&A & valuation
35
KALAMATA ASSET MANAGEMENT LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$160.2M RAUM · 1 reps · 800-200-4071
Recruiting & transitionsM&A & valuation
35
PHOENICIAN CAPITAL LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$157.3M RAUM · 2 reps · 646-293-3749 · phoeniciancapital.com
Recruiting & transitionsM&A & valuation
35
INHERENT GROUP, LP shrank from 8 to 5 advisory reps. IAPD ↗fund
$186.8M RAUM · 5 reps · 646-494-0202 · inherentgroup.com
Recruiting & transitionsM&A & valuation
35
ONE01 CAPITAL, L.P. shrank from 6 to 4 advisory reps. IAPD ↗fund
$165.8M RAUM · 4 reps · 628-800-4456 · one01cap.com
Recruiting & transitionsM&A & valuation
35
MELODY CAPITAL PARTNERS, LP shrank from 7 to 3 advisory reps. IAPD ↗fund
$227.0M RAUM · 3 reps · 2125838660 · melody.com
Recruiting & transitionsM&A & valuation
35
LONGVIEW INNOVATION CORP. shrank from 8 to 5 advisory reps. IAPD ↗fund
$125.1M RAUM · 5 reps · 302-526-1610 · longviewinnovation.com
Recruiting & transitionsM&A & valuation
35
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$235.8M RAUM · 4 reps · (214) 227-7792 · summithousecapital.com
Recruiting & transitionsM&A & valuation
35
ARCTIS GLOBAL LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$165.0M RAUM · 1 reps · +44 0 20 3995 1875 · arctisglobal.com
Recruiting & transitionsM&A & valuation
35
RIDGELINE PRODUCTIONS LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$153.9M RAUM · 5 reps · 570-606-5854 · broadwaystrategicreturnfund.com
Recruiting & transitionsM&A & valuation
35
FUND ASSET MANAGERS shrank from 6 to 4 advisory reps. IAPD ↗fund
$8.5M RAUM · 4 reps · 203-629-3300
Recruiting & transitionsM&A & valuation
35
REPERTOIRE PARTNERS LP shrank from 5 to 3 advisory reps. IAPD ↗fund
$106.1M RAUM · 3 reps · 415-677-7050
Recruiting & transitionsM&A & valuation
35
SZOP MULTISTRAT MANAGEMENT LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$55.1M RAUM · 4 reps · 646-975-5541
Recruiting & transitionsM&A & valuation
35
SWEATER INDUSTRIES LLC shrank from 6 to 2 advisory reps. IAPD ↗fund
$13.8M RAUM · 2 reps · 1-888-577-7987
Recruiting & transitionsM&A & valuation
35
PRIMESTOR INVESTMENT MANAGEMENT, LLC shrank from 16 to 9 advisory reps. IAPD ↗fund
$141.7M RAUM · 9 reps · (310) 652-1177 · primestor.com
Recruiting & transitionsM&A & valuation
35
STOKES ASSET MANAGEMENT, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$0 RAUM · 6 reps · (504) 399-4100
Recruiting & transitionsM&A & valuation
35
REVITATE FUND ADVISOR LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$205.9M RAUM · 6 reps · 949-522-5604 · revitate.com
Recruiting & transitionsM&A & valuation
25
DWS INTERNATIONAL GMBH shrank from 103 to 75 advisory reps. IAPD ↗foreign
$44.97B RAUM · 75 reps · 49 69 910 12371
Recruiting & transitionsM&A & valuation
25
BARING INTERNATIONAL INVESTMENT LTD shrank from 189 to 176 advisory reps. IAPD ↗foreign
$17.50B RAUM · 176 reps · +44(0)20-7628-6000
Recruiting & transitionsM&A & valuation
25
MACKENZIE INVESTMENTS shrank from 124 to 107 advisory reps. IAPD ↗foreign
$158.22B RAUM · 107 reps · 416-967-2323
Recruiting & transitionsM&A & valuation
25
GAM INTERNATIONAL MANAGEMENT LIMITED shrank from 54 to 45 advisory reps. IAPD ↗foreign
$20.26B RAUM · 45 reps · 44-20-7493-9990
Recruiting & transitionsM&A & valuation
25
FIL INVESTMENT ADVISORS (UK) LTD. shrank from 12 to 9 advisory reps. IAPD ↗foreign
$7.35B RAUM · 9 reps · +44 (0)1732 361144
Recruiting & transitionsM&A & valuation
25
CREDIT SUISSE ASSET MANAGEMENT LIMITED shrank from 54 to 12 advisory reps. IAPD ↗foreign
$12.34B RAUM · 12 reps · +44 20 7888 8888 · credit-suisse.com
Recruiting & transitionsM&A & valuation
25
T. ROWE PRICE INTERNATIONAL LTD shrank from 200 to 185 advisory reps. IAPD ↗foreign
$234.11B RAUM · 185 reps · 44-20-7651-8200
Recruiting & transitionsM&A & valuation
25
GENESIS INVESTMENT MANAGEMENT, LLP shrank from 13 to 8 advisory reps. IAPD ↗foreign
$3.41B RAUM · 8 reps · +44 2072017200 · giml.co.uk
Recruiting & transitionsM&A & valuation
25
NEPHILA CAPITAL LTD. shrank from 16 to 12 advisory reps. IAPD ↗foreign
$14.37B RAUM · 12 reps · 441-296-3626 · nephilaclimate.com
Recruiting & transitionsM&A & valuation
25
DWS ALTERNATIVES GLOBAL LIMITED shrank from 83 to 76 advisory reps. IAPD ↗foreign
$16.10B RAUM · 76 reps · 44 207 547 5344
Recruiting & transitionsM&A & valuation
25
SANTANDER ASSET MANAGEMENT SA SGIIC shrank from 104 to 84 advisory reps. IAPD ↗foreign
$105.21B RAUM · 84 reps · 34 912574020 · santanderassetmanagement.es
Recruiting & transitionsM&A & valuation
25
EASTSPRING INVESTMENTS (SINGAPORE) LIMITED shrank from 151 to 143 advisory reps. IAPD ↗foreign
$126.05B RAUM · 143 reps · (65) 6349 9100
Recruiting & transitionsM&A & valuation
25
ABRDN CAPITAL PARTNERS LLP shrank from 23 to 17 advisory reps. IAPD ↗foreign
$3.91B RAUM · 17 reps · 011 44 131 225 2345 · abrdn.com
Recruiting & transitionsM&A & valuation
25
ONEX CANADA ASSET MANAGEMENT INC. shrank from 29 to 16 advisory reps. IAPD ↗foreign
$2.19B RAUM · 16 reps · 416-681-6000 · onex.com
Recruiting & transitionsM&A & valuation
25
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED shrank from 30 to 20 advisory reps. IAPD ↗foreign
$4.72B RAUM · 20 reps · 852-2295-1500
Recruiting & transitionsM&A & valuation
25
HERMES INVESTMENT MANAGEMENT LIMITED shrank from 140 to 127 advisory reps. IAPD ↗foreign
$32.02B RAUM · 127 reps · +44 207 702 0888
Recruiting & transitionsM&A & valuation
25
MONTRUSCO BOLTON INVESTMENTS INC. shrank from 23 to 13 advisory reps. IAPD ↗foreign
$12.69B RAUM · 13 reps · 514-842-6464 · montruscobolton.com
Recruiting & transitionsM&A & valuation
25
HARVEST GLOBAL INVESTMENTS LIMITED shrank from 22 to 15 advisory reps. IAPD ↗foreign
$3.46B RAUM · 15 reps · 852 3913 3333
Recruiting & transitionsM&A & valuation
25
PGIM LIMITED shrank from 157 to 150 advisory reps. IAPD ↗foreign
$64.44B RAUM · 150 reps · +44 (0) 207 766 2400 · pgim.com
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS shrank from 91 to 76 advisory reps. IAPD ↗foreign
$89.56B RAUM · 76 reps · 61 2 9010 5200
Recruiting & transitionsM&A & valuation
25
ONEX PARTNERS MANAGER LP shrank from 71 to 58 advisory reps. IAPD ↗foreign
$20.86B RAUM · 58 reps · 416-362-7711
Recruiting & transitionsM&A & valuation
25
ABRDN INVESTMENTS LIMITED shrank from 409 to 354 advisory reps. IAPD ↗foreign
$183.69B RAUM · 354 reps · 44 1224631999
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS (SINGAPORE) shrank from 27 to 19 advisory reps. IAPD ↗foreign
$32.49B RAUM · 19 reps · +65 65380008 · firstsentierinvestors.com
Recruiting & transitionsM&A & valuation
25
WELLINGTON MANAGEMENT JAPAN PTE LTD shrank from 13 to 9 advisory reps. IAPD ↗foreign
$18.12B RAUM · 9 reps · 813-5533-0011
Recruiting & transitionsM&A & valuation
25
WELLINGTON MANAGEMENT HONG KONG LIMITED shrank from 42 to 34 advisory reps. IAPD ↗foreign
$11.79B RAUM · 34 reps · 852-2846-6000
Recruiting & transitionsM&A & valuation
25
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED shrank from 111 to 102 advisory reps. IAPD ↗foreign
$96.93B RAUM · 102 reps · 852 3903 2800
Recruiting & transitionsM&A & valuation
25
GMO SINGAPORE PTE. LIMITED shrank from 8 to 6 advisory reps. IAPD ↗foreign
$2.28B RAUM · 6 reps · (65) 6532-0346 · gmo.com
Recruiting & transitionsM&A & valuation
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY shrank from 90 to 68 advisory reps. IAPD ↗foreign
$2.46B RAUM · 68 reps · -23155876 · fosuncapital.com
Recruiting & transitionsM&A & valuation
25
PGIM REAL ESTATE (UK) LIMITED shrank from 57 to 48 advisory reps. IAPD ↗foreign
$3.00B RAUM · 48 reps · +44 (0) 207 766 2400
Recruiting & transitionsM&A & valuation
25
IRISH LIFE INVESTMENT MANAGERS LIMITED shrank from 28 to 23 advisory reps. IAPD ↗foreign
$118.72B RAUM · 23 reps · 00 353 1 704 1200 · ilim.com
Recruiting & transitionsM&A & valuation
25
INTERMEDE INVESTMENT PARTNERS LIMITED shrank from 8 to 5 advisory reps. IAPD ↗foreign
$7.30B RAUM · 5 reps · +44 (0)203 763 5810 · intermede.co.uk
Recruiting & transitionsM&A & valuation
25
PGIM LUXEMBOURG S.A. shrank from 6 to 4 advisory reps. IAPD ↗foreign
$14.59B RAUM · 4 reps · 352 27 62 34 10 · pgimrealestate.com.
Recruiting & transitionsM&A & valuation
25
AXIOM ALTERNATIVE INVESTMENTS shrank from 8 to 5 advisory reps. IAPD ↗foreign
$1.67B RAUM · 5 reps · 33184173607 · axiom-ai.com
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS shrank from 16 to 8 advisory reps. IAPD ↗foreign
$3.05B RAUM · 8 reps · +61 2 9010 5200 · firstsentierinvestors.com.au
Recruiting & transitionsM&A & valuation
25
GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED shrank from 33 to 24 advisory reps. IAPD ↗foreign
$16.38B RAUM · 24 reps · 852 2978 1000
Recruiting & transitionsM&A & valuation
25
AEGON ASSET MANAGEMENT UK PLC shrank from 100 to 90 advisory reps. IAPD ↗foreign
$2.09B RAUM · 90 reps · +44 7780932104 · aegonam.com
Recruiting & transitionsM&A & valuation
25
BLACKSTONE IRELAND LIMITED shrank from 274 to 263 advisory reps. IAPD ↗foreign
$15.03B RAUM · 263 reps · 353 1 436 0100
Recruiting & transitionsM&A & valuation
25
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED shrank from 274 to 263 advisory reps. IAPD ↗foreign
$2.35B RAUM · 263 reps · 353 1 436 0100
Recruiting & transitionsM&A & valuation
25
JUPITER ASSET MANAGEMENT LIMITED shrank from 127 to 121 advisory reps. IAPD ↗foreign
$49.57B RAUM · 121 reps · 44 20 3817 1000
Recruiting & transitionsM&A & valuation
23
INCOME PARTNERS ASSET MANAGEMENT (HK) LIMITED shrank from 10 to 7 advisory reps. IAPD ↗foreign
$368.3M RAUM · 7 reps · 852 2169 2100 · incomepartners.com
Recruiting & transitionsM&A & valuation
23
NEW SILK ROAD INVESTMENT PTE LTD shrank from 12 to 9 advisory reps. IAPD ↗foreign
$661.2M RAUM · 9 reps · 65 6593 6136
Recruiting & transitionsM&A & valuation
23
CLARITY CAPITAL KCPS LTD shrank from 12 to 9 advisory reps. IAPD ↗foreign
$579.9M RAUM · 9 reps · 972-3-777-9000
Recruiting & transitionsM&A & valuation
23
GRATICULE ASIA MACRO ADVISORS LLC shrank from 12 to 3 advisory reps. IAPD ↗foreign
$270.6M RAUM · 3 reps · 65-6671-2500 · gama.com
Recruiting & transitionsM&A & valuation
23
SAMSUNG ASSET MANAGEMENT (HONG KONG) LIMITED shrank from 10 to 8 advisory reps. IAPD ↗foreign
$775.5M RAUM · 8 reps · 852 21158710 · samsungetfhk.com
Recruiting & transitionsM&A & valuation
23
AZTLAN EQUITY MANAGEMENT, LLC shrank from 9 to 1 advisory reps. IAPD ↗foreign
$290.0M RAUM · 1 reps · 011-5281-8148-0504 · aztlanem.com
Recruiting & transitionsM&A & valuation
23
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. shrank from 12 to 3 advisory reps. IAPD ↗foreign
$270.6M RAUM · 3 reps · 65-6671-2500 · gama.com
Recruiting & transitionsM&A & valuation
23
KAIZEN CAPITAL PARTNERS LIMITED shrank from 8 to 4 advisory reps. IAPD ↗foreign
$625.4M RAUM · 4 reps · +852 3840 8800
Recruiting & transitionsM&A & valuation
23
LAKEMORE PARTNERS (UK) LIMITED shrank from 10 to 8 advisory reps. IAPD ↗foreign
$384.1M RAUM · 8 reps · +44 203 981 2810
Recruiting & transitionsM&A & valuation
23
7RIDGE LIMITED shrank from 10 to 7 advisory reps. IAPD ↗foreign
$920.1M RAUM · 7 reps · +44 20 8148 1378 · 7ridge.com
Recruiting & transitionsM&A & valuation
23
PRIME QUADRANT shrank from 5 to 3 advisory reps. IAPD ↗foreign
$354.9M RAUM · 3 reps · 212-365-7400 · primequadrant.com
Recruiting & transitionsM&A & valuation
23
NOVACAP MANAGEMENT FINANCIAL SERVICES I INC. shrank from 9 to 7 advisory reps. IAPD ↗foreign
$492.2M RAUM · 7 reps · 1-450-651-5000 · novacap.ca
Recruiting & transitionsM&A & valuation
20
OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED shrank from 18 to 4 advisory reps. IAPD ↗foreign
$229.5M RAUM · 4 reps · +27 21 509 5022 · oldmutual.co.za
Recruiting & transitionsM&A & valuation
20
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED shrank from 50 to 42 advisory reps. IAPD ↗foreign
$0 RAUM · 42 reps · 613-9119-5606
Recruiting & transitionsM&A & valuation
20
HEITMAN INTERNATIONAL HK LIMITED shrank from 38 to 33 advisory reps. IAPD ↗foreign
$0 RAUM · 33 reps · 852 3976 6800
Recruiting & transitionsM&A & valuation
20
PORTLAND HILL ASSET MANAGEMENT LIMITED shrank from 5 to 3 advisory reps. IAPD ↗foreign
$160.4M RAUM · 3 reps · 44 203 890 9288 · portlandhill.com
Recruiting & transitionsM&A & valuation
20
NEO-CRITERION CAPITAL LIMITED shrank from 13 to 7 advisory reps. IAPD ↗foreign
$35.9M RAUM · 7 reps · +65 96632931 · neo-criterion.com
Recruiting & transitionsM&A & valuation
20
ENVERUS INTELLIGENCE RESEARCH, INC. shrank from 100 to 65 advisory reps. IAPD ↗foreign
$0 RAUM · 65 reps · 403-294-9111 · rseg.com
Recruiting & transitionsM&A & valuation
20
FTI CAPITAL MANAGEMENT shrank from 18 to 8 advisory reps. IAPD ↗foreign
$0 RAUM · 8 reps · 345 743 6830 · fticonsulting.com
Recruiting & transitionsM&A & valuation
20
LAKEMORE PARTNERS MANAGEMENT US LLC shrank from 10 to 8 advisory reps. IAPD ↗foreign
$220.0M RAUM · 8 reps · 480 841 5600 · lakemore.com
Recruiting & transitionsM&A & valuation
20
SKYBOUND WEALTH MANAGEMENT USA, LLC shrank from 8 to 5 advisory reps. IAPD ↗foreign
$36.0M RAUM · 5 reps · 0044 (0)207 183 3505
Recruiting & transitionsM&A & valuation
20
MOUNT MURRAY INVESTMENT INC. shrank from 7 to 4 advisory reps. IAPD ↗foreign
$45.8M RAUM · 4 reps · 514-922-1511 · mountmurrayinvestment.com
Recruiting & transitionsM&A & valuation
20
GEO CAPITAL shrank from 11 to 8 advisory reps. IAPD ↗foreign
$138.3M RAUM · 8 reps · 5511 2612 6210
Recruiting & transitionsM&A & valuation
20
ORACLE ALPHA INC shrank from 10 to 6 advisory reps. IAPD ↗foreign
$172.9M RAUM · 6 reps · 212-537-6299
Recruiting & transitionsM&A & valuation
planning clients up — 694 Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
81
PEGASUS PARTNERS reports More than 500 financial-planning clients, up from 0. IAPD ↗
$3.09B RAUM · 10 reps · 262-478-9009
Financial planning software
81
THE NEMES RUSH GROUP, LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$1.07B RAUM · 7 reps · 248-449-5436
Financial planning software
81
CORIENT reports More than 500 financial-planning clients, up from 0. IAPD ↗
$118.19B RAUM · 476 reps · (305) 735-2020 · corient.com
Financial planning software
79
LJI WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$853.2M RAUM · 15 reps · 317-466-9702 · ljiwm.com
Financial planning software
79
COMMONWEALTH FINANCIAL SERVICES reports More than 500 financial-planning clients, up from 0. IAPD ↗
$649.5M RAUM · 11 reps · 304-422-3531
Financial planning software
78
HOWLAND CAPITAL MANAGEMENT LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$2.78B RAUM · 10 reps · 617-357-9110
Financial planning software
78
GALLAGHER FIDUCIARY ADVISORS, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$10.24B RAUM · 160 reps · 212-918-9685 · ajg.com
Financial planning software
78
CANTOR FITZGERALD INVESTMENT ADVISORS reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$1.64B RAUM · 7 reps · (212) 915-1722 · cantor.com
Financial planning software
78
TRANSFORM WEALTH, LLC reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$2.51B RAUM · 16 reps · 303-741-2560 · transformwealth.com
Financial planning software
78
PARCION PRIVATE WEALTH LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$2.19B RAUM · 18 reps · 425-278-9555 · parcionpw.com
Financial planning software
76
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES reports 251-500 financial-planning clients, up from 0. IAPD ↗
$409.7M RAUM · 3 reps · 626-397-9072 · robertbender.com
Financial planning software
76
SEMMAX FINANCIAL ADVISORS, INC. reports 251-500 financial-planning clients, up from 0. IAPD ↗
$333.2M RAUM · 7 reps · 336-856-0080 · gruposemmax.com
Financial planning software
76
ARQ WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$466.2M RAUM · 5 reps · 480-214-9572
Financial planning software
76
BETTERWEALTH LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$501.7M RAUM · 4 reps · 408-659-2390
Financial planning software
76
THRIVE CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$392.8M RAUM · 13 reps · 800-516-5861 · thrivecapitalmanagement.com
Financial planning software
76
MONORAIL SECURITIES LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$146,815 RAUM · 3 reps · (941) 925-2121 · monorail.com
Financial planning software
76
GREATER MIDWEST FINANCIAL GROUP, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$424.5M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
Financial planning software
76
SLP WEALTH reports More than 500 financial-planning clients, up from 0. IAPD ↗
$9.0M RAUM · 16 reps · (314) 301-8219 · slpwealth.com
Financial planning software
76
FOGUTH WEALTH MANAGEMENT, LLC. reports More than 500 financial-planning clients, up from 0. IAPD ↗
$237.0M RAUM · 10 reps · (810) 522-5650
Financial planning software
75
TITLEIST ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$1.40B RAUM · 18 reps · 210-826-2424 · tamgmt.com
Financial planning software
73
DESTINY CAPITAL CORPORATION reports 101-250 financial-planning clients, up from 0. IAPD ↗
$290.8M RAUM · 9 reps · 720-715-7570
Financial planning software
73
MEASURED RISK PORTFOLIOS reports 101-250 financial-planning clients, up from 0. IAPD ↗
$297.8M RAUM · 2 reps · 858-935-1125 · measuredriskportfolios.com
Financial planning software
73
HELMSTAR WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$454.8M RAUM · 10 reps · 208-429-0800
Financial planning software
73
AVERY WEALTH, INC. reports 251-500 financial-planning clients, up from 0. IAPD ↗
$201.7M RAUM · 3 reps · 517-783-1695 · averywealth.com
Financial planning software
73
HAZARD & SIEGEL ADVISORY SERVICES LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$342.5M RAUM · 25 reps · 315-414-0722 · hazardsiegel.com
Financial planning software
73
BRIGHT ROAD WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$284.1M RAUM · 8 reps · (907) 339-1555
Financial planning software
73
SIMS INVESTMENT MANAGEMENT LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$193.7M RAUM · 4 reps · 513-278-7467 · simsinvestment.com
Financial planning software
73
ARCHVEST WEALTH ADVISORS, INC. reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$281.5M RAUM · 5 reps · 925-215-5600
Financial planning software
73
STANSBERRY ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$875.5M RAUM · 6 reps · 646-854-4370 · stansberryam.com
Financial planning software
73
WESTSHORE WEALTH reports 101-250 financial-planning clients, up from 0. IAPD ↗
$473.8M RAUM · 6 reps · (949) 825-7505
Financial planning software
73
LIGHTHOUSE WEALTH STRATEGIES, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$636.6M RAUM · 11 reps · 253-948-3725 · lighthousegigharbor.com
Financial planning software
73
MY PERSONAL CFO, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$277.5M RAUM · 2 reps · 503-912-2090
Financial planning software
73
SEASONS OF ADVICE WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$931.8M RAUM · 12 reps · 212-977-3111 · soaplanning.com
Financial planning software
73
OAK HARBOR WEALTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$566.0M RAUM · 4 reps · 919-800-0705 · oakharborwealthpartners.com
Financial planning software
73
SAVVY reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$382.4M RAUM · 10 reps · 833-745-6789
Financial planning software
73
TERRA WEALTH reports 101-250 financial-planning clients, up from 0. IAPD ↗
$250.1M RAUM · 52 reps · 855-708-3772
Financial planning software
73
FRUITFUL reports 251-500 financial-planning clients, up from 0. IAPD ↗
$1.4M RAUM · 10 reps · (703) 997-2993 · fruitful.com
Financial planning software
73
TRADEWINDS WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 0. IAPD ↗
$131.6M RAUM · 4 reps · 503-673-2828 · tradewindswm.com
Financial planning software
73
HERITAGE FAMILY OFFICES, LLP reports 101-250 financial-planning clients, up from 0. IAPD ↗
$365.1M RAUM · 5 reps · (602) 775-5400
Financial planning software
73
BLUEPRINT WEALTH MANAGEMENT INC. reports 251-500 financial-planning clients, up from 0. IAPD ↗
$145.0M RAUM · 2 reps · 410-992-4500
Financial planning software
73
COVINGTONALSINA reports 251-500 financial-planning clients, up from 0. IAPD ↗
$148.9M RAUM · 4 reps · 410-457-7165
Financial planning software
72
SANFORD C. BERNSTEIN & CO., LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$3.71B RAUM · 0 reps · 212-969-1000
Financial planning software
72
WBH ADVISORY, INC. reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.29B RAUM · 11 reps · 410-653-7979 · wbhadvisory.com
Financial planning software
72
NORTH STAR ASSET MANAGEMENT INC reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
$2.73B RAUM · 21 reps · 920-729-7900 · northstarinvestments.com
Financial planning software
72
SAX WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$1.74B RAUM · 15 reps · 973-859-2199
Financial planning software
72
PATHSTONE reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$48.26B RAUM · 287 reps · 201-944-7284
Financial planning software
72
INTRUA FINANCIAL reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.66B RAUM · 42 reps · 713-355-9910
Financial planning software
70
ELIOS FINANCIAL GROUP, INC. reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$256.0M RAUM · 2 reps · 440-617-9100 · eliosfinancial.com
Financial planning software
70
MOLLOT & HARDY, INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$77.7M RAUM · 3 reps · 716-691-7121 · mollot.com
Financial planning software
70
BECKERMAN WEALTH reports 101-250 financial-planning clients, up from 0. IAPD ↗
$219.9M RAUM · 4 reps · 877-892-7738 · beckermaninstitutional.com
Financial planning software
70
LARSEN WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0. IAPD ↗
$120.4M RAUM · 3 reps · 916-939-6860 · larsenwealthmanagement.com
Financial planning software
70
INSIGHT FINANCIAL SERVICES reports 101-250 financial-planning clients, up from 0. IAPD ↗
$173.6M RAUM · 5 reps · 913-402-2020 · ifsadvisors.com
Financial planning software
70
THE FAUSER GROUP, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$217.7M RAUM · 1 reps · 206-466-2542
Financial planning software
70
BRAVE EAGLE WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0. IAPD ↗
$52.0M RAUM · 2 reps · 212-918-4746
Financial planning software
70
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$184.8M RAUM · 3 reps · (720) 287-0918 · hdwscolorado.com
Financial planning software
70
PRISM ADVISORS, INC. reports 51-100 financial-planning clients, up from 0. IAPD ↗
$415.9M RAUM · 4 reps · 818-760-3333 · prismadvisors.com
Financial planning software
70
CLEAR SKY FINANCIAL, LP reports 101-250 financial-planning clients, up from 0. IAPD ↗
$106.9M RAUM · 3 reps · 214-440-3615 · csfplan.com
Financial planning software
70
THREE SIXTY WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$135.8M RAUM · 2 reps · (630) 219-1695 · threesixtywm.com
Financial planning software
70
RINALDI WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$162.6M RAUM · 2 reps · 239-444-6111
Financial planning software
70
TRADEWINDS, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$293.9M RAUM · 6 reps · 919-571-2833 · tradewinds.global
Financial planning software
70
HERITAGE WEALTH MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$377.0M RAUM · 5 reps · 858-613-9191 · heritage-wm.com
Financial planning software
70
KEY WEALTH ADVISORS LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$71.5M RAUM · 1 reps · (256) 715-9611
Financial planning software
70
AXIM PLANNING & WEALTH reports 101-250 financial-planning clients, up from 0. IAPD ↗
$129.3M RAUM · 3 reps · 937-291-2060 · aximwealth.com
Financial planning software
70
SGROI WEALTH reports 101-250 financial-planning clients, up from 0. IAPD ↗
$91.9M RAUM · 3 reps · 518-477-3626 · sgroiwealth.com
Financial planning software
70
NAVIGATE FINANCIAL LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$267.4M RAUM · 1 reps · 801-905-1644 · navigatefinancial.com
Financial planning software
70
APFORIA reports 101-250 financial-planning clients, up from 0. IAPD ↗
$37.6M RAUM · 6 reps · 757-407-4189 · myciwm.com
Financial planning software
69
CUSO FINANCIAL SERVICES reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$4.66B RAUM · 571 reps · 800-686-4724
Financial planning software
69
MONTAG reports 26-50 financial-planning clients, up from 0. IAPD ↗
$2.51B RAUM · 11 reps · 404-522-5774
Financial planning software
69
FIDUCIENT ADVISORS LLC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$55.90B RAUM · 82 reps · 312-853-1000 · fiducientadvisors.com
Financial planning software
69
ALTA CAPITAL MANAGEMENT LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.71B RAUM · 18 reps · 801-274-6010
Financial planning software
69
ADVISORS CAPITAL MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$7.44B RAUM · 44 reps · 201-447-3400 · advisorscapital.com
Financial planning software
69
DELEGATE ADVISORS, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.03B RAUM · 13 reps · 919-932-8400 · delegateadvisors.com
Financial planning software
69
MONECO ADVISORS reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.47B RAUM · 42 reps · 203-319-3550
Financial planning software
69
CYNOSURE GROUP, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$4.86B RAUM · 35 reps · 801-521-3100 · cynosuregroup.com
Financial planning software
69
LEGACY CAPITAL WEALTH PARTNERS, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$1.13B RAUM · 17 reps · 501-376-7878 · legacycapitalwp.com
Financial planning software
69
NEW REPUBLIC PARTNERS reports 26-50 financial-planning clients, up from 0. IAPD ↗
$2.29B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
Financial planning software
69
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY reports 26-50 financial-planning clients, up from 0. IAPD ↗
$2.87B RAUM · 6 reps · 650-838-1030
Financial planning software
67
MILLENNIUM CAPITAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$180.6M RAUM · 2 reps · 501-975-0256 · mca-ar.com
Financial planning software
67
DIESSLIN GROUP, INC. reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$623.0M RAUM · 5 reps · 817-332-6122 · diesslin.com
Financial planning software
67
NTV ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$822.3M RAUM · 5 reps · 304-353-9090 · ntvam.com
Financial planning software
67
LGT FINANCIAL ADVISORS LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$302.1M RAUM · 5 reps · 214-871-7500 · lgt-fa.com
Financial planning software
67
CONSOLIDATED PORTFOLIO REVIEW CORP reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$905.6M RAUM · 28 reps · 631-845-5100 · 3dwealthadvisory.com
Financial planning software
67
STERLING INVESTMENT MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$371.2M RAUM · 4 reps · 520-293-3311
Financial planning software
67
STILES FINANCIAL SERVICES, INC. reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$369.3M RAUM · 5 reps · 952-988-0452 · stilesfinancial.com
Financial planning software
67
BARNES WEALTH MANAGEMENT GROUP reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$336.8M RAUM · 7 reps · 661-322-9799 · barneswealth.com
Financial planning software
67
MRP CAPITAL INVESTMENTS, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$172.9M RAUM · 3 reps · 404-274-7851
Financial planning software
67
CLIENT 1ST ADVISORY GROUP reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$348.6M RAUM · 5 reps · 727-450-2301
Financial planning software
67
FUSE PARTNERS, LLC reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$903.2M RAUM · 36 reps · 972-361-1001
Financial planning software
67
CONSTANT GUIDANCE FINANCIAL, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$128.1M RAUM · 1 reps · 508-207-8049
Financial planning software
67
OAK HARVEST INVESTMENT SERVICES reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$728.8M RAUM · 22 reps · 281-822-1350 · thegogosisterhood.com
Financial planning software
67
MULHOLLAND WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$430.5M RAUM · 6 reps · 3102728185 · mulhollandwa.com
Financial planning software
67
LEBENTHAL GLOBAL ADVISORS, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$713.5M RAUM · 21 reps · 516-785-1800
Financial planning software
67
CROSS FINANCIAL ADVISORS reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$346.3M RAUM · 15 reps · (503) 430-0563 · crossfinancialmgmt.com
Financial planning software
67
NRG WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$171.4M RAUM · 4 reps · (520) 818-7822 · navigationretirement.com
Financial planning software
67
THE SUM reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$305.6M RAUM · 5 reps · 281-940-4859 · thesumplanning.com
Financial planning software
67
BLUE INVESTMENT PARTNERS LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$259.7M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
Financial planning software
67
SHORE MORGAN YOUNG WEALTH STRATEGIES reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$615.0M RAUM · 10 reps · (614) 888-2117 · shoremorganyoung.com
Financial planning software
67
PHILLIP B. WHITE CO., INC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$244.4M RAUM · 2 reps · 925-736-2108 · pbwhite.com
Financial planning software
67
GREEN RIDGE WEALTH PLANNING LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$240.9M RAUM · 4 reps · 973-554-1770
Financial planning software
67
PRESIDIO CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$288.1M RAUM · 5 reps · 858-461-4959
Financial planning software
67
PROATHLETE WEALTH MANAGEMENT LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$233.3M RAUM · 4 reps · 561-988-5540 · pawm.com
Financial planning software
67
ADVISOR.COM reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$58.2M RAUM · 1 reps · 888-868-1944 · advisor.com
Financial planning software
67
CONSCIOUS WEALTH INVESTMENTS, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$192.7M RAUM · 2 reps · (305) 876-6903
Financial planning software
67
BEST LIFE INFINITY, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$30.0M RAUM · 6 reps · 719-966-1985
Financial planning software
67
TFB ADVISORS, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$720.7M RAUM · 23 reps · 913-648-5526 · taxfavoredbenefits.com
Financial planning software
67
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS reports 51-100 financial-planning clients, up from 0. IAPD ↗
$110.4M RAUM · 1 reps · 714-455-2955 · stewardshipwms.com
Financial planning software
67
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$124.0M RAUM · 4 reps · 919-851-5512 · hicks-associates.com
Financial planning software
67
MOORE WEALTH reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$140.0M RAUM · 5 reps · (301) 631-1207 · moorewealthinc.com
Financial planning software
67
TWIN PEAKS WEALTH ADVISORS reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$318.5M RAUM · 7 reps · (650) 200-0308 · twinpwa.com
Financial planning software
67
SECOND LINE CAPITAL, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$402.1M RAUM · 14 reps · 504-321-0923
Financial planning software
67
GILLILAND JETER WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$454.5M RAUM · 3 reps · 501-902-4951 · gillilandjeter.com
Financial planning software
67
BULL HARBOR CAPITAL LLC. reports 51-100 financial-planning clients, up from 0. IAPD ↗
$173.9M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
Financial planning software
67
WISER ADVISOR GROUP reports 51-100 financial-planning clients, up from 0. IAPD ↗
$117.7M RAUM · 2 reps · 480-500-9055 · wiser-advisor.com
Financial planning software
67
VALMAR STRATEGIC WEALTH LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$37.1M RAUM · 2 reps · 215-809-2011 · valmarwealth.com
Financial planning software
66
CADARET GRANT & CO INC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$6.87B RAUM · 489 reps · 800-288-8601
Financial planning software
66
CONCOURSE FINANCIAL GROUP ADVISORS reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$4.37B RAUM · 566 reps · 800-288-3035
Financial planning software
66
VALIC FINANCIAL ADVISORS, INC. reports 11-25 financial-planning clients, up from 0. IAPD ↗
$25.25B RAUM · 1289 reps · 866-544-4968
Financial planning software
66
HOLLENCREST CAPITAL MANAGEMENT reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$2.37B RAUM · 19 reps · 949-737-7700 · hollencrest.com
Financial planning software
66
SILVER OAK SECURITIES, INC. reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$1.46B RAUM · 105 reps · 731-668-3825
Financial planning software
66
PHYSICIAN WEALTH ADVISORS, INC. reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$1.53B RAUM · 7 reps · 801-747-0800 · pwa.org
Financial planning software
66
CFS INVESTMENT ADVISORY SERVICES LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$2.09B RAUM · 8 reps · 973-826-8800
Financial planning software
66
FRONTIER ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$5.71B RAUM · 17 reps · 307-673-5675 · frontierasset.com
Financial planning software
66
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$1.86B RAUM · 15 reps · (952) 224-4350 · punchinvest.com
Financial planning software
66
HARDY REED, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.87B RAUM · 11 reps · 662-823-4722 · hardyreed.com
Financial planning software
66
MILL CREEK CAPITAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$8.20B RAUM · 30 reps · 610-941-7700
Financial planning software
66
EVERMAY WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
Financial planning software
66
CWA ASSET MANAGEMENT GROUP reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$2.53B RAUM · 28 reps · 239-434-7434
Financial planning software
66
THE COLONY GROUP, LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$21.47B RAUM · 255 reps · 617-723-8200 · bredeinvestment.com
Financial planning software
66
GRATUS CAPITAL, LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$2.74B RAUM · 26 reps · 404-961-6000 · focusfinancialpartners.com
Financial planning software
66
EDGE CAPITAL GROUP, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$6.39B RAUM · 24 reps · 404-890-7707 · edgecappartners.com
Financial planning software
66
EVOKE ADVISORS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$13.36B RAUM · 25 reps · 424-372-1775 · evokewealth.com
Financial planning software
66
AUSTIN PRIVATE WEALTH, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$1.06B RAUM · 20 reps · (512) 886-4114
Financial planning software
66
ADVUS FINANCIAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$2.76B RAUM · 11 reps · 407-585-1160 · vimeo.com
Financial planning software
64
MPM WEALTH ADVISORS reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$795.0M RAUM · 20 reps · 419-861-1400
Financial planning software
64
SMITHBRIDGE ASSET MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$613.0M RAUM · 4 reps · 610-361-9141
Financial planning software
64
HANSON & DOREMUS INVESTMENT MANAGEMENT reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$736.7M RAUM · 11 reps · 802-658-2668
Financial planning software
64
COURT PLACE ADVISORS LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$377.6M RAUM · 4 reps · 410-465-4321 · courtplaceadvisors.com
Financial planning software
64
AVISEN ADVISORS, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$305.4M RAUM · 9 reps · 916-480-2747
Financial planning software
64
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$419.4M RAUM · 5 reps · 214-922-9200 · mscmfunds.com
Financial planning software
64
PLAN GROUP FINANCIAL, INC. reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$285.5M RAUM · 14 reps · 405-848-1099 · plangroup.com
Financial planning software
64
BATES FINANCIAL ADVISORS, INC. reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$430.4M RAUM · 6 reps · 815-332-4020 · batesfinancialadvisors.com
Financial planning software
64
FINANCIAL MANAGEMENT STRATEGIES, INC. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$542.0M RAUM · 23 reps · 216-642-1099 · fmstrategies.biz
Financial planning software
64
ALTRIUS CAPITAL MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$586.5M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
Financial planning software
64
KASSOUF WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$370.2M RAUM · 7 reps · 205-776-0100 · kassoufwealth.com
Financial planning software
64
MPS-LORIA FINANCIAL PLANNERS,LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$692.3M RAUM · 5 reps · 630-887-4404 · mpsloria.com
Financial planning software
64
CREW CAPITAL MANAGEMENT, LTD. reports 26-50 financial-planning clients, up from 0. IAPD ↗
$183.1M RAUM · 7 reps · 513-618-6460 · crewcapital.com
Financial planning software
64
CAPITAL PRESERVATION PARTNERS, INC. reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$262.2M RAUM · 2 reps · 914-337-2272 · cpp.bz
Financial planning software
64
PERSIUM ADVISORS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$436.5M RAUM · 9 reps · 678-322-3000 · persiumgroup.com
Financial planning software
64
HEADINVEST reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$897.6M RAUM · 8 reps · 207-773-5333 · headinvest.com
Financial planning software
64
VISTICA WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$103.5M RAUM · 3 reps · 760-854-4003
Financial planning software
64
AMPHORA WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$122.6M RAUM · 3 reps · (919) 240-6111 · amphorawealth.com
Financial planning software
64
MORRIS & WELLS WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$853.7M RAUM · 4 reps · 434-977-7010 · morrisandwells.com
Financial planning software
64
SEROS FINANCIAL, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$260.8M RAUM · 5 reps · 480-967-1155
Financial planning software
64
ARIADNE WEALTH MANAGEMENT, LP reports 11-25 financial-planning clients, up from 0. IAPD ↗
$445.9M RAUM · 6 reps · 805-456-4920 · ariadnewealth.com
Financial planning software
64
INVISTA ADVISORS reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$462.4M RAUM · 6 reps · (334) 387-0094
Financial planning software
64
BANYAN GLOBAL INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$168.2M RAUM · 2 reps · 561-847-3596
Financial planning software
64
ARJUNA CAPITAL, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$458.1M RAUM · 3 reps · (919) 794-4794 · arjuna-capital.com
Financial planning software
64
LAKE HILLS WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$167.6M RAUM · 3 reps · (512) 580-4740
Financial planning software
64
HERITAGE FINANCIAL COUNSELORS, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$179.2M RAUM · 4 reps · 862-579-2899
Financial planning software
64
CYPRESS CAPITAL ADVISORS, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$323.6M RAUM · 4 reps · 615-467-6075 · musicrowwealthmanagement.com
Financial planning software
64
CENTURA WEALTH ADVISORY reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$643.0M RAUM · 20 reps · 858-771-9500
Financial planning software
64
TRG ADVISORS, INC. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$421.3M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
Financial planning software
64
GARRISON MURPHY WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$208.8M RAUM · 2 reps · 716-462-5468 · gmwmllc.com
Financial planning software
64
JOURNEY WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$750.7M RAUM · 12 reps · 216-916-8424 · fsmwealthadvisors.com
Financial planning software
64
BLUE CAPITAL reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$188.3M RAUM · 4 reps · (402) 932-0131 · berstlergroup.com
Financial planning software
64
HERON BAY CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 0. IAPD ↗
$562.5M RAUM · 4 reps · 248-970-0900 · heronbaycap.com
Financial planning software
64
RATIO WEALTH GROUP LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$577.2M RAUM · 6 reps · 720-420-4863 · ratiowealthgroup.com
Financial planning software
64
TAYLOR HOFFMAN CAPITAL MANAGEMENT reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$18.8M RAUM · 4 reps · 804-964-2500 · taylorhoffman.com
Financial planning software
64
44 WEALTH MANAGEMENT LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$469.0M RAUM · 5 reps · 541-359-0388 · 44weatlh.com
Financial planning software
64
ATHOS PRIVATE WEALTH LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$139.1M RAUM · 4 reps · 435-252-1099
Financial planning software
64
REDMONT WEALTH reports 26-50 financial-planning clients, up from 0. IAPD ↗
$187.1M RAUM · 2 reps · 312-848-1136 · redmontwealth.com
Financial planning software
64
REDWOOD PRIVATE WEALTH reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$267.6M RAUM · 56 reps · 480-646-3504
Financial planning software
64
FIFTH THIRD WEALTH ADVISORS LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
Financial planning software
64
FORTRESS FINANCIAL GROUP, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$250.8M RAUM · 5 reps · (507) 529-1400
Financial planning software
64
WATERSHED PRIVATE WEALTH LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$263.4M RAUM · 3 reps · 708-829-4480
Financial planning software
64
GIRAFFE INVEST reports 26-50 financial-planning clients, up from 0. IAPD ↗
$14,297 RAUM · 1 reps · 860-878-7180
Financial planning software
64
BROOKWOOD INVESTMENT GROUP reports 11-25 financial-planning clients, up from 0. IAPD ↗
$689.1M RAUM · 17 reps · 480-744-9628 · ckwmg.com
Financial planning software
64
GATEWAY WEALTH PARTNERS, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$891.6M RAUM · 51 reps · (920) 731-9293 · integratedwealthpartners.com
Financial planning software
64
BESPOKE ADVISORY reports 11-25 financial-planning clients, up from 0. IAPD ↗
$372.6M RAUM · 4 reps · 877-777-6845 · bespokeadvisory.io
Financial planning software
64
THE NORDEN GROUP LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$987.2M RAUM · 12 reps · 801-331-5511 · thenordengroup.com
Financial planning software
64
POWER FINANCIAL PARTNERS, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$224.5M RAUM · 3 reps · 813-212-2125 · powerfinancialpartners.com
Financial planning software
64
PORTSIDE WEALTH GROUP, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$884.8M RAUM · 37 reps · 385-412-1222 · oxfordfinancialgroup.com
Financial planning software
64
WAVELAND FAMILY OFFICE, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$359.0M RAUM · 1 reps · (847) 874-8210
Financial planning software
64
OMNIA WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$202.5M RAUM · 2 reps · 480-701-6620
Financial planning software
64
WAYSTONE ADVISORS LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$111.0M RAUM · 2 reps · (425) 484-0045 · waystoneadvisors.com
Financial planning software
63
WINTRUST INVESTMENTS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$14.42B RAUM · 147 reps · 312-431-1700 · fcbadvisors.com
Financial planning software
63
HILLTOP SECURITIES INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.87B RAUM · 113 reps · 214-859-1800 · advisor.hilltopsecurities.com
Financial planning software
63
ROBERT W. BAIRD & CO. INCORPORATED reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$287.51B RAUM · 2966 reps · 414-765-3500
Financial planning software
63
CAPITOL SECURITIES MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.40B RAUM · 127 reps · 888-612-1484 · josephmauriello.capitolsecurities.com
Financial planning software
63
MOMENTUM INDEPENDENT NETWORK INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.12B RAUM · 139 reps · 214-859-1800 · jeffneisler.com
Financial planning software
63
THE INVESTMENT COUNSEL COMPANY reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.64B RAUM · 8 reps · 702-871-8510 · iccnv.com
Financial planning software
63
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$9.33B RAUM · 484 reps · 480-991-0225 · unitedplanners.com
Financial planning software
63
BALDWIN BROTHERS LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.28B RAUM · 12 reps · (508) 748-0800 · baldwinbrothersinc.com
Financial planning software
63
1834 INVESTMENT ADVISORS CO. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.12B RAUM · 17 reps · (414) 615-1012 · 1834investmentadvisors.com
Financial planning software
63
CHOATE INVESTMENT ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$7.50B RAUM · 17 reps · 617-973-4900 · choateia.com
Financial planning software
63
MITCHELL SINKLER & STARR reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.59B RAUM · 7 reps · 215-665-1450 · mitchellsinklerandstarr.com
Financial planning software
63
STACK FINANCIAL MANAGEMENT INC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.80B RAUM · 8 reps · 406-862-8000
Financial planning software
63
MATRIX ASSET ADVISORS INC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.02B RAUM · 7 reps · 212-486-2004 · matrixadvisorsdividendfund.com
Financial planning software
63
ASI WEALTH MANAGEMENT & CONSULTING SERVICES reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.73B RAUM · 7 reps · 541-617-0898
Financial planning software
63
FIDUCIARY ADVISORS, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.54B RAUM · 2 reps · 314-726-5150 · fiduciaryadv.com
Financial planning software
63
HCR WEALTH ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.50B RAUM · 6 reps · 310-473-5445 · hcrwealth.com
Financial planning software
63
DIVERSIFIED PORTFOLIOS, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.55B RAUM · 9 reps · 248-644-3030 · divport.com
Financial planning software
63
KCM INVESTMENT ADVISORS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$5.30B RAUM · 9 reps · 415-461-7788 · kcmadvisors.com
Financial planning software
63
HIGHLAND CONSULTING ASSOCIATES INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$17.84B RAUM · 19 reps · 440-808-1500 · highlandusa.net
Financial planning software
63
WE FAMILY OFFICES reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$13.91B RAUM · 22 reps · 305-825-2225
Financial planning software
63
GRIES FINANCIAL LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.22B RAUM · 13 reps · 216-861-1148 · gries.com
Financial planning software
63
NWF ADVISORY SERVICES INC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$3.71B RAUM · 2 reps · 310-475-5854 · nwfadvisory.com
Financial planning software
63
SARATOGA RESEARCH & INVESTMENT MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.74B RAUM · 13 reps · (408) 741-2330 · saratogarim.com
Financial planning software
63
SILVEROAK WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.52B RAUM · 6 reps · 952-896-5700 · silveroakwealth.com
Financial planning software
63
BROWNSON, REHMUS & FOXWORTH, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$4.03B RAUM · 14 reps · 312-346-5850 · brfadvisors.com
Financial planning software
63
GREAT LAKES ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$13.86B RAUM · 41 reps · 312-431-1700 · greatlakesadvisors.com
Financial planning software
63
TLG ADVISORS, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.66B RAUM · 137 reps · 888-371-0013 · tlgadvisors.net
Financial planning software
63
ALLWORTH FINANCIAL, L.P. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$19.31B RAUM · 156 reps · 916-482-2196 · advisor.allworthfinancial.com
Financial planning software
63
AZZAD ASSET MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.49B RAUM · 8 reps · 703-207-7005
Financial planning software
63
COOPER MCMANUS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.58B RAUM · 38 reps · 800-516-5333 · newportinvestors.com
Financial planning software
63
BOUCHEY FINANCIAL GROUP LTD reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.16B RAUM · 19 reps · 518-720-3333 · boucheyfinancial.com
Financial planning software
63
IPI WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.15B RAUM · 75 reps · 217-425-6340
Financial planning software
63
SPIRE WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$4.78B RAUM · 93 reps · 703-657-6060 · levorchickwealth.com
Financial planning software
63
FOCUS FINANCIAL reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$5.39B RAUM · 121 reps · 651-631-8166 · focusfinancial.com
Financial planning software
63
NFP RETIREMENT INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$96.45B RAUM · 131 reps · 949.460.9898 · nfp.com
Financial planning software
63
GW&K INVESTMENT MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$50.70B RAUM · 54 reps · 617-236-8900 · gwkinvest.com
Financial planning software
63
RKL PRIVATE WEALTH reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.80B RAUM · 25 reps · (717) 399-1700
Financial planning software
63
SB CAPITAL MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.09B RAUM · 6 reps · 818-774-1000 X 105 · singerburke.com
Financial planning software
63
AVIDIAN WEALTH SOLUTIONS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$3.11B RAUM · 30 reps · 281-822-8800 · retirementsurvivalguide.com
Financial planning software
63
STRAIGHTLINE reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.12B RAUM · 10 reps · 248-269-8366 · straightline.com
Financial planning software
63
CUTLER INVESTMENT GROUP reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.18B RAUM · 17 reps · 541-770-9000
Financial planning software
63
CARY STREET PARTNERS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
Financial planning software
63
ABACUS WEALTH PARTNERS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$3.14B RAUM · 36 reps · 888-422-2287 · abacuswealth.com
Financial planning software
63
ALPHAPOINT, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$4.58B RAUM · 1 reps · 949-718-4575
Financial planning software
63
PERIGON WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$6.94B RAUM · 73 reps · (877) 977-2555
Financial planning software
63
PHILLIPS FINANCIAL reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.06B RAUM · 16 reps · 260-420-7732
Financial planning software
63
SBK FINANCIAL, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.13B RAUM · 8 reps · 804-237-1700 · sbkfinancial.com
Financial planning software
63
PALISADE ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.20B RAUM · 5 reps · 612-455-2900
Financial planning software
63
AUREUS ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$6.96B RAUM · 8 reps · 617.728.8900 · aureus-asset.com
Financial planning software
63
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$3.65B RAUM · 17 reps · 617-226-9999 · reyndersmcveigh.com
Financial planning software
63
WEST FINANCIAL SERVICES, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.16B RAUM · 22 reps · 703-847-2500 · westfinancial.com
Financial planning software
63
ZUCKERMAN INVESTMENT GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.54B RAUM · 8 reps · 312-948-8000
Financial planning software
63
CALAMOS WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$3.33B RAUM · 33 reps · 630.245.7200
Financial planning software
63
SMITH ANGLIN FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.57B RAUM · 16 reps · (972) 267-1244
Financial planning software
63
WINTHROP CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$3.80B RAUM · 8 reps · 317-663-7500 · winthropcm.com
Financial planning software
63
HIGHTOWER ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$130.24B RAUM · 792 reps · 312-962-3800 · clearperspectiveadvisors.com
Financial planning software
63
PROMUS CAPITAL, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.41B RAUM · 7 reps · 312-784-3990
Financial planning software
63
EAGLE RIDGE INVESTMENT MANAGEMENT LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.16B RAUM · 7 reps · 203-227-4515
Financial planning software
63
NORTH PIER FIDUCIARY MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.03B RAUM · 10 reps · 800-403-7065 · npier.com
Financial planning software
63
AVIOR WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
Financial planning software
63
MARKS GROUP WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.69B RAUM · 9 reps · 952-582-6100 · marksgroup.com
Financial planning software
63
CARNEGIE INVESTMENT COUNSEL reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$4.52B RAUM · 36 reps · 216-367-4114
Financial planning software
63
FINACCESS ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$4.05B RAUM · 7 reps · 305.377.1112
Financial planning software
63
GARDE CAPITAL, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.09B RAUM · 9 reps · 206-552-7900 · gardecapital.com
Financial planning software
63
CAHABA WEALTH MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.50B RAUM · 12 reps · 404-549-7678
Financial planning software
63
CREATIVEONE SECURITIES, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.72B RAUM · 123 reps · 913-814-6097
Financial planning software
63
RED DOOR WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.79B RAUM · 8 reps · 901-681-0018
Financial planning software
63
KESTRA PRIVATE WEALTH SERVICES, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$7.30B RAUM · 158 reps · 844-553-7872
Financial planning software
63
DESCHUTES INVESTMENT CONSULTING, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.13B RAUM · 8 reps · 503-224-3700 · deschutesinvestment.com
Financial planning software
63
ADVISORY ALPHA, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$3.00B RAUM · 60 reps · 866-530-1400 · advisoryalpha.com
Financial planning software
63
WITHUM WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.58B RAUM · 11 reps · 732-450-0147
Financial planning software
63
NOVEM GROUP reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.17B RAUM · 50 reps · 585-348-9525 · novemgroup.com
Financial planning software
63
GREENLINE PARTNERS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.61B RAUM · 3 reps · 646-470-8714 · glinepartners.com
Financial planning software
63
ISC ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.28B RAUM · 28 reps · 214 520 1115
Financial planning software
63
NORTHWEST FINANCIAL ADVISORS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.65B RAUM · 33 reps · 703-810-1072 · nwfllc.com
Financial planning software
63
GOLDEN STATE WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.69B RAUM · 51 reps · 866.273.1563 · cfmplanners.com
Financial planning software
63
FUSION FAMILY WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.01B RAUM · 5 reps · (516) 206-1320 · fusionfamilywealth.com
Financial planning software
63
PRIVATE CAPITAL MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.14B RAUM · 7 reps · (239) 254-2500
Financial planning software
63
NEWEDGE ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$18.43B RAUM · 396 reps · 504-459-4391 · threepeakswealth.com
Financial planning software
63
COMPOUND PLANNING reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · thomasadvisoryservices.com
Financial planning software
63
GOOD LIFE ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.90B RAUM · 100 reps · 610-898-6927 · templeton-cornerstonecolumbia.com
Financial planning software
63
CLEAR INVESTMENT RESEARCH, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$5.84B RAUM · 3 reps · 678-293-8667 · clearinvestmentresearch.com
Financial planning software
63
THE WEALTH CONSULTING GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$5.19B RAUM · 160 reps · 702-263-1919 · fideswealth.com
Financial planning software
63
RIVER WEALTH ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.06B RAUM · 7 reps · 717-888-9830 · riverwealthadvisors.com
Financial planning software
63
THE FIDUCIARY GROUP reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.61B RAUM · 11 reps · 912-303-9000 · tfginvest.com
Financial planning software
63
CLAYTON FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.52B RAUM · 7 reps · (314) 446-3250
Financial planning software
63
CREATIVEONE WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.43B RAUM · 188 reps · (888) 798-2360 · fullarcwealth.com
Financial planning software
63
MARIETTA WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.15B RAUM · 9 reps · 404-549-6930 · mariettawealth.com
Financial planning software
63
3EDGE ASSET MANAGEMENT, LP reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.33B RAUM · 12 reps · 844-903-3343
Financial planning software
63
MANHATTAN WEST ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.04B RAUM · 33 reps · 310-341-4585
Financial planning software
63
ALERA INVESTMENT ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000
Financial planning software
63
INNOVIA WEALTH, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.04B RAUM · 18 reps · 616-719-5007
Financial planning software
63
9258 WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.03B RAUM · 10 reps · 513-791-9258
Financial planning software
63
PASADENA PRIVATE WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.21B RAUM · 6 reps · 626-993-9300 · pasadenaprivatewealth.com
Financial planning software
63
FOSTER DYKEMA CABOT & PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.71B RAUM · 8 reps · 617-423-3900 · focusfinancialpartners.com
Financial planning software
63
SIMPLICITY WEALTH reports 1-10 financial-planning clients, up from 0. IAPD ↗
$3.17B RAUM · 159 reps · 844-220-8326 · augusthvelten.com
Financial planning software
63
TSCHETTER GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.81B RAUM · 11 reps · 425-998-9960 · tschettergroup.com
Financial planning software
63
WILLIAMS JONES WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$10.57B RAUM · 17 reps · 212-935-8750 · focusfinancialpartners.com
Financial planning software
63
VENTURE VISIONARY PARTNERS LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.92B RAUM · 16 reps · (419) 464-7401 · venturevp.com
Financial planning software
63
THE AMERIFLEX GROUP reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$6.52B RAUM · 149 reps · (702) 987-9730 · theameriflexgroup.com
Financial planning software
63
MAIN STREET FINANCIAL SOLUTIONS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.77B RAUM · 35 reps · 215-259-5021
Financial planning software
63
LEGACY KNIGHT MFO, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.23B RAUM · 13 reps · 945-536-5580 · legacyknight.com
Financial planning software
63
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
Financial planning software
63
SCS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.29B RAUM · 20 reps · 425-452-1222
Financial planning software
63
BELZBERG & CO. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.48B RAUM · 11 reps · 212-390-9768
Financial planning software
63
CALLAN FAMILY OFFICE, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$4.77B RAUM · 14 reps · (877) 506-7990 · callanfamilyoffice.com
Financial planning software
63
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.45B RAUM · 5 reps · 212-697-1000 · ccwmlp.com
Financial planning software
63
VALIDUS CAPITAL LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.63B RAUM · 6 reps · (424) 499-1360 · validus-cap.com
Financial planning software
63
NORDWAND ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$3.49B RAUM · 5 reps · 484-630-2510
Financial planning software
63
MODERN WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000
Financial planning software
63
FIRST MANHATTAN CO. LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$31.83B RAUM · 47 reps · 212-756-3300
Financial planning software
63
CATALYTIC WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.71B RAUM · 15 reps · 617-234-7000
Financial planning software
63
STONEBRIDGE FINANCIAL GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
Financial planning software
61
MEANS WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$977.0M RAUM · 12 reps · 1-207-947-6763 · meanswealth.com
Financial planning software
61
GREENBERG FINANCIAL GROUP reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$257.8M RAUM · 5 reps · 520-544-4909 · greenbergfinancial.com
Financial planning software
61
USA FINANCIAL SECURITIES CORPORATION reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$268.7M RAUM · 141 reps · 888-407-8198 · advisorskinny.com
Financial planning software
61
SIGNET FINANCIAL MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$949.4M RAUM · 15 reps · (973) 543-6660
Financial planning software
61
PIN OAK INVESTMENT ADVISORS INC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$673.2M RAUM · 5 reps · 713-871-8300 · pinoak.com
Financial planning software
61
BAXTER INVESTMENT MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$915.1M RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
Financial planning software
61
ESSENTIAL PLANNING, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$378.6M RAUM · 3 reps · 603-427-5164 · essential-planning.com
Financial planning software
61
REGENCY INVESTMENT ADVISORS INC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$877.3M RAUM · 8 reps · 559-438-2640 · regencyinvests.com
Financial planning software
61
PREMIER FINANCIAL GROUP INC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$672.4M RAUM · 11 reps · 707-443-2741
Financial planning software
61
BNB WEALTH MANGAGEMENT, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$219.5M RAUM · 4 reps · 301-562-7300 · bnbinc.com
Financial planning software
61
J.W.BURNS & COMPANY, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$801.9M RAUM · 5 reps · 315-449-1341 · jwburns.com
Financial planning software
61
PARK PLACE CAPITAL CORPORATION reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$602.1M RAUM · 5 reps · 800-459-9084 · nashcap.com
Financial planning software
61
ARNOLD WEITZ & CO reports 1-10 financial-planning clients, up from 0. IAPD ↗
$366.4M RAUM · 2 reps · 402-392-2244 · raymondjames.com
Financial planning software
61
HALL CAPITAL MANAGEMENT COMPANY, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$342.7M RAUM · 3 reps · (401) 245-0049
Financial planning software
61
OLD PORT ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$698.4M RAUM · 9 reps · 207-774-6552
Financial planning software
61
FINANCIAL ALTERNATIVES, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$507.1M RAUM · 5 reps · 858-459-8289 · financialalternatives.com
Financial planning software
61
ENDOWMENT WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$354.5M RAUM · 8 reps · 920-785-6010 · thervo.com
Financial planning software
61
TOWER VIEW WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$244.1M RAUM · 2 reps · 414-253-4096 · tower-view.com
Financial planning software
61
TRINITY WEALTH ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$256.6M RAUM · 4 reps · 314-966-0033 · trinitywealth.com
Financial planning software
61
TILLMAN HARTLEY LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$569.5M RAUM · 4 reps · 352-335-9015 · tillmanhartley.com
Financial planning software
61
DUNCAN & HALEY, LTD. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$570.7M RAUM · 4 reps · 206-625-2658 · duncanhaley.com
Financial planning software
61
MERIDIAN INVESTMENT ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$772.1M RAUM · 3 reps · 501-663-7055 · facebook.com - meridian investment advisors
Financial planning software
61
HARVEST INVESTMENT CONSULTANTS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$448.2M RAUM · 9 reps · 410-561-9040
Financial planning software
61
FMP WEALTH ADVISERS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$952.0M RAUM · 13 reps · 512-329-5174 · fmprofessionals.com
Financial planning software
61
WHITE PINE INVESTMENT CO reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$405.2M RAUM · 4 reps · 734-464-2532
Financial planning software
61
CASTLEKEEP INVESTMENT ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$762.4M RAUM · 5 reps · 203.682.7200 · castlekeepadvisors.com
Financial planning software
61
BLUME CAPITAL MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$639.9M RAUM · 3 reps · 510-549-3534 · blumecapital.com
Financial planning software
61
CHICAGO WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$259.6M RAUM · 3 reps · 312-376-8350
Financial planning software
61
CENTURY MANAGEMENT FINANCIAL ADVISORS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$500.5M RAUM · 11 reps · 512-329-0050 · cmadvisorsfunds.com
Financial planning software
61
GALLACHER CAPITAL MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$463.1M RAUM · 11 reps · 303-708-1640 · gallachercapital.com
Financial planning software
61
PACIFIC WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$269.9M RAUM · 7 reps · 858-509-9797 · pacwealth.com
Financial planning software
61
LFA reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$279.9M RAUM · 7 reps · 320-253-2490 · lfapartnership.com
Financial planning software
61
ELEMENT WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$549.8M RAUM · 3 reps · 601-957-6006 · myelementwealth.com
Financial planning software
61
BCS WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$599.4M RAUM · 6 reps · 423-283-9821
Financial planning software
61
MADRONA FINANCIAL & CPAS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$393.0M RAUM · 12 reps · 425-212-3777
Financial planning software
61
SFM, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$279.8M RAUM · 4 reps · 603-625-8400
Financial planning software
61
EATON-CAMBRIDGE INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$319.9M RAUM · 4 reps · (480) 385-7399 · eatoncambridge.com
Financial planning software
61
PINNACLE WEALTH ADVISORS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$202.1M RAUM · 5 reps · 503-654-5100 · thinkpinnacle.com.
Financial planning software
61
CLARIS ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$677.6M RAUM · 3 reps · 314-655-5504 · claris-advisors.com
Financial planning software
61
COPPERLEAF CAPITAL, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$185.8M RAUM · 3 reps · 919-787-9725
Financial planning software
61
DETALUS ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$687.9M RAUM · 8 reps · 314-997-3191
Financial planning software
61
THE CAPITAL CHART ROOM, LTD reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$338.7M RAUM · 5 reps · 817-801-6455 · thecapitalchartroom.com
Financial planning software
61
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$286.7M RAUM · 5 reps · 847-247-8959
Financial planning software
61
GORDON ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$199.4M RAUM · 5 reps · 919-313-6650 · wealthqb.com
Financial planning software
61
CONCORD WEALTH PARTNERS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$806.6M RAUM · 12 reps · 276-628-5910 · custom.concordwealthpartners.com
Financial planning software
61
FINANCIAL FREEDOM reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$391.6M RAUM · 2 reps · 513-697-6400 · finfree.com
Financial planning software
61
LOUNTZIS ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$504.5M RAUM · 3 reps · (610) 375-2585 · lountzis.com
Financial planning software
61
VERMILLION FINANCIAL ADVISORS, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$319.4M RAUM · 7 reps · 847-382-9999
Financial planning software
61
VERITY INVESTMENT PARTNERS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$938.8M RAUM · 11 reps · 843-379-6661 · verityvip.com
Financial planning software
61
CONSOLIDATED FINANCIAL reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$441.2M RAUM · 3 reps · 614-932-0000 · investconsolidated.com
Financial planning software
61
WH CORNERSTONE INVESTMENTS INC. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$160.0M RAUM · 2 reps · (888) 797-9009
Financial planning software
61
RIGGS CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$275.3M RAUM · 7 reps · 801-221-7923 · rcminvestments.com
Financial planning software
61
QUANTUM FINANCIAL SERVICES INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$486.4M RAUM · 2 reps · 317-845-1786 · quantumfinancialinc.com
Financial planning software
61
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$137.0M RAUM · 4 reps · 719-477-9883
Financial planning software
61
REGAL ADVISORY SERVICES, INC. reports 11-25 financial-planning clients, up from 0. IAPD ↗
$108.8M RAUM · 17 reps · 877-488-6537 · regaladvisoryservices.com
Financial planning software
61
YOSEMITE CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$309.9M RAUM · 5 reps · 714-730-3310 · yosemitecapital.com
Financial planning software
61
WISER WEALTH MANAGEMENT, INC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$307.9M RAUM · 3 reps · 678-905-4450
Financial planning software
61
HIGHLAND FINANCIAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$430.4M RAUM · 9 reps · 973-557-2933 · highlandplanning.com
Financial planning software
61
THE STRATEGIC FINANCIAL ALLIANCE reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$334.0M RAUM · 56 reps · 678-954-4000 · thesfa.net
Financial planning software
61
WESTOVER CAPITAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$401.2M RAUM · 5 reps · 302-427-9600 · westovercapital.com
Financial planning software
61
GENERATION CAPITAL MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$916.6M RAUM · 2 reps · 585-232-8560 · gencapmgmt.com
Financial planning software
61
NVEST FINANCIAL, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$379.8M RAUM · 7 reps · 207-985-8585 · nvest.net
Financial planning software
61
RIVERSTONE ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$328.7M RAUM · 4 reps · 830 715-9300
Financial planning software
61
ABG CONSULTANTS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$511.9M RAUM · 3 reps · 801-486-5069 · consultabg.com
Financial planning software
61
PORTFOLIO DESIGN SERVICES, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$122.1M RAUM · 5 reps · 715-629-9095 · pdsadvisers.com
Financial planning software
61
MERIDIAN INVESTMENT COUNSEL, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$486.8M RAUM · 4 reps · 510-493-7650
Financial planning software
61
ADG WEALTH MANAGEMENT GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$279.1M RAUM · 4 reps · 504-267-9880 · adgwealth.com
Financial planning software
61
PROSTATIS FINANCIAL ADVISORS GROUP reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$405.0M RAUM · 14 reps · 410-863-1040
Financial planning software
61
THE WATCHMAN GROUP, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$533.1M RAUM · 4 reps · 469-241-0122 · watchmangroup.com
Financial planning software
61
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$670.7M RAUM · 9 reps · 610-825-3540
Financial planning software
61
AVION WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$780.3M RAUM · 8 reps · 281-528-1200
Financial planning software
61
VERDIS INVESTMENT MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$468.9M RAUM · 6 reps · 610-397-1600 · verdisinvestment.com
Financial planning software
61
STEFFES FINANCIAL, LTD reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$495.2M RAUM · 4 reps · 913-722-1111 · steffesfinancial.com
Financial planning software
61
CAPITAL MARKETS IQ, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$392.3M RAUM · 21 reps · 310.882.6380
Financial planning software
61
EDGEWATER PRO SPORTS FINANCIAL reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$151.0M RAUM · 1 reps · 440-934-2195 · epsf.com
Financial planning software
61
THE RICE PARTNERSHIP, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$609.4M RAUM · 6 reps · 808-585-7788
Financial planning software
61
LIGHTHOUSE FINANCIAL reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$490.2M RAUM · 1 reps · 727-490-5797
Financial planning software
61
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$748.8M RAUM · 3 reps · 330-666-6886 · kohmannbosshard.com
Financial planning software
61
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$854.3M RAUM · 5 reps · (408) 217-2000 · wrpwealth.com
Financial planning software
61
SALZINGER SHEAFF BROCK, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$285.5M RAUM · 3 reps · 317-705-5700 · salzingersheaffbrock.com
Financial planning software
61
OAK FAMILY ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$495.8M RAUM · 6 reps · 312-373-7221 · ofallc.com
Financial planning software
61
MERIT FINANCIAL PARTNERS LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$257.1M RAUM · 5 reps · 718-898-0871 · meritfinancialpartners.com
Financial planning software
61
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$343.3M RAUM · 6 reps · 920-733-3865 · onekom.com
Financial planning software
61
TOTAL CLARITY WEALTH MANAGEMENT, INC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$458.0M RAUM · 23 reps · 630-762-9352
Financial planning software
61
PINNACLE INVESTMENTS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$964.9M RAUM · 51 reps · 315-251-1101 · pinnacleinvestments.com
Financial planning software
61
FORUM PRIVATE CLIENT GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$297.0M RAUM · 5 reps · 317-558-6322 · forumcu.com
Financial planning software
61
WORTHPOINTE reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$757.7M RAUM · 10 reps · 800-620-4232
Financial planning software
61
INDEPENDENT FAMILY OFFICE, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$556.4M RAUM · 4 reps · 518-452-8050
Financial planning software
61
FINANCIAL INVESTMENT TEAM ("FIT") reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$159.3M RAUM · 4 reps · 503-906-5205 · fi-team.com
Financial planning software
61
GUARDIAN WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 0. IAPD ↗
$133.9M RAUM · 3 reps · 385-355-4455 · investgwm.com
Financial planning software
61
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$252.5M RAUM · 6 reps · 877-429-4690 · fcmadvisors.net
Financial planning software
61
ERBEN ASSOCIATES, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$297.1M RAUM · 4 reps · 512-402-0250 · erbenassociates.com
Financial planning software
61
DELTA INVESTMENT MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$628.9M RAUM · 25 reps · (415) 249-6337
Financial planning software
61
PAULSON WEALTH MANAGEMENT INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$489.4M RAUM · 4 reps · 630-517-2950
Financial planning software
61
CAISSA WEALTH STRATEGIES reports 1-10 financial-planning clients, up from 0. IAPD ↗
$251.0M RAUM · 5 reps · 612-426-6007
Financial planning software
61
QUADCAP WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$769.7M RAUM · 11 reps · 972-818-2400 · quadcapwm.com
Financial planning software
61
TRINITY PORTFOLIO ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$452.6M RAUM · 12 reps · 817-416-7227 · trinityportfolio.com
Financial planning software
61
ANDINA FAMILY OFFICES reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$808.5M RAUM · 10 reps · 801-653-0564 · andinaadvisors.com
Financial planning software
61
HOEY INVESTMENTS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$427.5M RAUM · 4 reps · 610-738-4280
Financial planning software
61
ASSET ALLOCATION STRATEGIES, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$626.7M RAUM · 40 reps · 248-489-0101 · glpfinancialgroup.com
Financial planning software
61
VANTAGE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$606.6M RAUM · 7 reps · 650-638-9600
Financial planning software
61
ROVIN CAPITAL reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$596.1M RAUM · 8 reps · 480-739-2110 · facadvisors.com
Financial planning software
61
INSIGHT WEALTH PARTNERS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$790.0M RAUM · 14 reps · 972-543-4800 · insightwp.com
Financial planning software
61
ALTUS WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$319.6M RAUM · 4 reps · 859-815-8566 · altuswm.com
Financial planning software
61
FSC WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$248.7M RAUM · 5 reps · 845-297-0300 · fscwealthadvisors.com
Financial planning software
61
INDIE ASSET PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$792.2M RAUM · 3 reps · 317-428-6600
Financial planning software
61
MORIN PRIVATE CLIENT GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$604.6M RAUM · 3 reps · 833-989-2869
Financial planning software
61
CGC FINANCIAL SERVICES reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$664.7M RAUM · 3 reps · 503-670-1958 · cgcfinancialservices.com
Financial planning software
61
OBJECTIVE CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$381.7M RAUM · 8 reps · 216-469-1231 · ocmwealth.com
Financial planning software
61
ACTIVEST WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$613.4M RAUM · 8 reps · 954-399-8121 · activestwm.com
Financial planning software
61
FIELDER CAPITAL GROUP LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$834.6M RAUM · 3 reps · 212-918-4860 · vimeo.com
Financial planning software
61
STUDIO INVESTMENT MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$715.8M RAUM · 5 reps · 312-399-0828 · studioinvestment.com
Financial planning software
61
MILLS WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$346.2M RAUM · 5 reps · 817-416-7300
Financial planning software
61
ROTHSCHILD CAPITAL PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$351.3M RAUM · 5 reps · 212-931-5303 · rothcap.com
Financial planning software
61
OAKWELL PRIVATE WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$411.8M RAUM · 8 reps · 1-800-55OAKWELL · oakwellpwm.com
Financial planning software
61
NRI WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$175.2M RAUM · 2 reps · 408-373-5570 · nriwealth.com
Financial planning software
61
BCU WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$345.8M RAUM · 3 reps · 847-932-8007 · targetcu.org
Financial planning software
61
MALTIN WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$356.3M RAUM · 4 reps · 201-215-3855 · maltinwealth.com
Financial planning software
61
ARCHFORD CAPITAL STRATEGIES, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$971.5M RAUM · 10 reps · 618-416-7085
Financial planning software
61
INTEGRATED FINANCIAL STRATEGIES, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$397.7M RAUM · 6 reps · 704-643-5000 · ifsinvest.com
Financial planning software
61
KINGSBRIDGE WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$453.1M RAUM · 3 reps · 702-947-5160 · kingsbridgepwm.com
Financial planning software
61
ELMWOOD WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$277.2M RAUM · 4 reps · 510-858-2722
Financial planning software
61
FIRST ADVISORS NATIONAL, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$448.3M RAUM · 69 reps · 1-855-326-7427 · fanria.com
Financial planning software
61
VIRTUE CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$787.5M RAUM · 94 reps · 615-340-0801
Financial planning software
61
CANTER WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$302.0M RAUM · 9 reps · 858.812.7550
Financial planning software
61
MEIXLER INVESTMENT MANAGEMENT, LTD. reports 11-25 financial-planning clients, up from 0. IAPD ↗
$169.5M RAUM · 1 reps · 928-537-8700 · showlowadvisors.com
Financial planning software
61
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$312.8M RAUM · 5 reps · 301-990-4395
Financial planning software
61
FLAHARTY ASSET MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$761.2M RAUM · 9 reps · 727-252-1050
Financial planning software
61
THE RETIREMENT GUYS FORMULA reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$250.1M RAUM · 12 reps · 419-842-0550
Financial planning software
61
KERBERROSE WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$752.3M RAUM · 12 reps · 715.526.9400
Financial planning software
61
MBM WEALTH CONSULTANTS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$335.0M RAUM · 6 reps · (636) 274-6262
Financial planning software
61
SECURE FINANCIAL MANAGEMENT reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$281.4M RAUM · 2 reps · 210-428-6250
Financial planning software
61
WEALTHSHIELD PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$917.9M RAUM · 14 reps · 919-948-4453 · madisonoakswp.com
Financial planning software
61
EKS ASSOCIATES reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$254.5M RAUM · 3 reps · 6099211016 · eksassociates.com
Financial planning software
61
LIFE LINE WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$438.8M RAUM · 3 reps · 323-452-9548
Financial planning software
61
CYPRESS CAPITAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$401.0M RAUM · 6 reps · 615-467-6075
Financial planning software
61
WEALTH WATCH ADVISORS, INC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$348.5M RAUM · 47 reps · 855-822-3708 · wealthwatchadvisors.com
Financial planning software
61
FOUNDERS FINANCIAL ALLIANCE, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$700.9M RAUM · 28 reps · 855-860-5940 · foundersfinancialalliance.com
Financial planning software
61
ROSE CAPITAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$543.2M RAUM · 7 reps · 305-534-7673 · rosecapitaladvisors.com
Financial planning software
61
RFG WEALTH ADVISORY reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$273.1M RAUM · 3 reps · 940-464-4104 · rfgwealthadvisory.com
Financial planning software
61
GRANITE HARBOR ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$401.2M RAUM · 7 reps · 832-461-0789
Financial planning software
61
OAK ROOT LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$777.0M RAUM · 1 reps · 805-395-9767 · oakrootllc.com
Financial planning software
61
GENERATIONAL WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$257.8M RAUM · 8 reps · 616-931-1270
Financial planning software
61
CURRAN FINANCIAL PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$472.7M RAUM · 10 reps · (843) 300-1182
Financial planning software
61
FINANCIAL FOCUS LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$642.0M RAUM · 5 reps · 760-431-3040 · financialfocusllc.com
Financial planning software
61
HELIUM ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$250.8M RAUM · 8 reps · 425-214-1533
Financial planning software
61
ALMANACK INVESTMENT PARTNERS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$802.2M RAUM · 13 reps · 484-580-2277
Financial planning software
61
RHAME & GORRELL WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$693.5M RAUM · 7 reps · (832) 789-1100
Financial planning software
61
ARLINGTON FINANCIAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$944.5M RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
Financial planning software
61
WOODSTOCK WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$511.2M RAUM · 26 reps · 800-279-4468 · veritas-financial.com
Financial planning software
61
RIVERWATER PARTNERS LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$871.7M RAUM · 8 reps · 414-858-8000
Financial planning software
61
ALPHA CAPITAL MANAGEMENT GROUP LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$421.9M RAUM · 4 reps · 303-900-1919 · alphacmg.com
Financial planning software
61
MGO PRIVATE WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$287.5M RAUM · 4 reps · (949) 207-3241 · mgoprivatewealth.com
Financial planning software
61
QUAKER WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$326.3M RAUM · 5 reps · 856-222-0110 · quakerwm.com
Financial planning software
61
ARCADIA WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$336.8M RAUM · 5 reps · 603-681-9190
Financial planning software
61
SPAHN WEALTH & RETIREMENT LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$127.3M RAUM · 1 reps · 602-730-6114
Financial planning software
61
SILVER GROVE ADVISORY SERVICES reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$256.4M RAUM · 15 reps · 716-800-4291 · silvergrovegroup.com
Financial planning software
61
STORDAHL CAPITAL MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$530.4M RAUM · 6 reps · 303-770-0602 · stordahlcap.com
Financial planning software
61
LIFEWORKS ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
Financial planning software
61
TOWERPOINT WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$419.0M RAUM · 5 reps · (916) 405-9140
Financial planning software
61
BROWNLIE & BRADEN ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$329.2M RAUM · 13 reps · 214-219-4650
Financial planning software
61
FINANCIAL STRATEGIES GROUP, INC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$468.6M RAUM · 6 reps · (800) 804-0420
Financial planning software
61
OWEN LARUE FINANCIAL GROUP reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$272.9M RAUM · 4 reps · 270-769-9995 · owenlarue.com
Financial planning software
61
ERGAWEALTH ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$265.1M RAUM · 5 reps · (630) 320-2078 · ergawealth.com
Financial planning software
61
TITAN reports 1-10 financial-planning clients, up from 0. IAPD ↗
$882.0M RAUM · 7 reps · 973-490-4042
Financial planning software
61
CIC WEALTH, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$658.8M RAUM · 11 reps · 301.816.4683
Financial planning software
61
FORTEM FINANCIAL GROUP, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$438.1M RAUM · 5 reps · 760-206-8500
Financial planning software
61
KEUDELL MORRISON WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$724.0M RAUM · 5 reps · (971) 209-4500 · kmwm.com
Financial planning software
61
BOYD WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$305.5M RAUM · 4 reps · (916) 367-0532
Financial planning software
61
DARDEN WEALTH GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$250.3M RAUM · 4 reps · 734-294-0100 · dardenwealth.com
Financial planning software
61
SOUDERS FINANCIAL ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$889.9M RAUM · 13 reps · 513-598-2400 · myscaretirement.com
Financial planning software
61
MEADOW CREEK WEALTH ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$569.8M RAUM · 5 reps · 470-359-9270 · meadowcreekwealthadvisors.com
Financial planning software
61
PROSPERITY PLANNING reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$416.7M RAUM · 8 reps · 816-587-7526 · prosperityplanninginc.com
Financial planning software
61
ASPIRE CAPITAL ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$817.7M RAUM · 11 reps · (206) 939-5615 · investwithaspire.com
Financial planning software
61
BLUE ROCK FINANCIAL GROUP reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$274.3M RAUM · 6 reps · (302) 752-6637
Financial planning software
61
FIRST NEBRASKA FINANCIAL SERVICES reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$357.5M RAUM · 3 reps · (308) 534-1322 · firstnebraskafinancial.com
Financial planning software
61
COMPOUND FAMILY OFFICES, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$463.7M RAUM · 5 reps · (941) 556-9294 · compoundfamilyoffices.com
Financial planning software
61
SAGE TREE WEALTH reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$58.4M RAUM · 2 reps · 5855002579
Financial planning software
61
WICK CAPITAL PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$430.4M RAUM · 9 reps · 215-302-3535 · wickcapitalpartners.com
Financial planning software
61
FIRE CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$425.2M RAUM · 3 reps · 415-828-0129
Financial planning software
61
TUMWATER WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$305.3M RAUM · 2 reps · (208) 314-2114 · tumwaterwealth.com
Financial planning software
61
DELOS WEALTH ADVISORS reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$130.0M RAUM · 4 reps · 972-810-1610
Financial planning software
61
VERUM PARTNERS LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$740.4M RAUM · 11 reps · (980) 771-3999
Financial planning software
61
SOUTHWESTERN MONEY MANAGEMENT LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$40.1M RAUM · 2 reps · 210-344-3400
Financial planning software
61
HUDSON CAPITAL ADVISORY, INC. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$119.1M RAUM · 3 reps · (617) 820-4014 · invest-hca.com
Financial planning software
61
TSG ADVICE PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$613.3M RAUM · 10 reps · (614) 697-2750
Financial planning software
61
DECHTMAN WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$651.0M RAUM · 3 reps · 303 741 9772
Financial planning software
61
VIAWEALTH, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$211.9M RAUM · 3 reps · 844-484-7849
Financial planning software
61
FORTIS CAPITAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
Financial planning software
61
VANCE WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
Financial planning software
61
THE CLARUS GROUP reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$798.0M RAUM · 8 reps · 713-621-3500
Financial planning software
61
LEVERTY FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$481.3M RAUM · 5 reps · 715-377-2080
Financial planning software
61
MILESTONE ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$445.8M RAUM · 9 reps · 412-643-3058 · milestoneassetmanagement.com
Financial planning software
61
FOCUSED ALPHA, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$306.8M RAUM · 3 reps · 303-529-5100
Financial planning software
61
REDEMPTION CAPITAL reports 11-25 financial-planning clients, up from 0. IAPD ↗
$121.1M RAUM · 2 reps · 432-236-0866 · redcapllc.com
Financial planning software
61
RETIREMENT CONSULTING GROUP, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$367.1M RAUM · 1 reps · 503-225-1700 · retirementconsulting.com
Financial planning software
61
WEST MICHIGAN ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$494.8M RAUM · 11 reps · (616) 820-1040
Financial planning software
61
LANGLEY WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$255.8M RAUM · 2 reps · (662) 872-3051 · langleywm.com
Financial planning software
61
NEXT LEVEL PRIVATE LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$810.7M RAUM · 7 reps · (914) 431-5255 · nxtprivate.com
Financial planning software
61
FAITH INVESTOR SERVICES reports 11-25 financial-planning clients, up from 0. IAPD ↗
$110.3M RAUM · 5 reps · (214) 462-7244
Financial planning software
61
INTEGRITY FINANCIAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$103.6M RAUM · 8 reps · 978-338-4830 · integrityfa.com
Financial planning software
61
ALEXIS INVESTMENT PARTNERS, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$160.0M RAUM · 3 reps · (925) 457-5258
Financial planning software
61
SIERRA OCEAN, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$395.1M RAUM · 2 reps · 209-232-7100
Financial planning software
61
THE PITTI GROUP WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$288.8M RAUM · 4 reps · (585) 337-4000
Financial planning software
61
NOBLE FAMILY WEALTH reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$362.6M RAUM · 3 reps · 727-674-1462 · noblefamilywealth.com
Financial planning software
61
PROSPERITAS FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$391.8M RAUM · 13 reps · 661-255-9555
Financial planning software
61
DMLO WEALTH PLANNING, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$14.2M RAUM · 4 reps · (502) 813-2100 · dmlowealthplanning.com
Financial planning software
61
XO CAPITAL LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$190.4M RAUM · 3 reps · 310-507-7957 · xocapital.net
Financial planning software
61
EATON FINANCIAL GROUP reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$432.8M RAUM · 9 reps · 954-575-9323 · palmwealthpartners.com
Financial planning software
61
ALPHA PRINCIPLE, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$269.7M RAUM · 5 reps · 8003031553 · alphaprinciple.com
Financial planning software
61
STEVENS CAPITAL PARTNERS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$282.2M RAUM · 6 reps · 402-251-5800 · mypurposefulwealth.com
Financial planning software
61
PARK EDGE ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$460.2M RAUM · 5 reps · (216) 727-0144 · parkedgeadvisors.com
Financial planning software
61
HILLCREST FINANCIAL GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$392.1M RAUM · 4 reps · (805) 373-8686 · hillcrestfinancialgroup.com
Financial planning software
61
49 FINANCIAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
Financial planning software
61
HIBERNIA WEALTH PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$289.0M RAUM · 7 reps · 225-778-7972 · hiberniawealth.com
Financial planning software
61
PLATO'S PHILOSOPHY, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$39.4M RAUM · 5 reps · 805-888-2384 · stockhack.com
Financial planning software
61
WEALTH SCIENCE ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$368.9M RAUM · 7 reps · 678-837-5438 · wealthscienceadvisors.net
Financial planning software
61
BREAKWATER CAPITAL GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$579.7M RAUM · 3 reps · (551) 342-3733
Financial planning software
61
BUCK WEALTH STRATEGIES, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$299.9M RAUM · 20 reps · 888-210-6567
Financial planning software
61
CORE WEALTH PARTNERS LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
Financial planning software
61
PROLIFIC SOLUTIONS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$65.5M RAUM · 2 reps · (646) 612-7995
Financial planning software
61
GOLDEN STATE EQUITY PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$743.7M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
Financial planning software
61
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$176.9M RAUM · 4 reps · 858-384-5700 · ipwadvisors.com
Financial planning software
61
CHANNEL WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$530.5M RAUM · 8 reps · 805-898-0893 · channelwealth.com
Financial planning software
61
UNITED ADVISOR GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$578.8M RAUM · 28 reps · 888.242.4912 · uagria.com
Financial planning software
61
HOLISTIC PLANNING, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$398.6M RAUM · 5 reps · (936) 800-0800
Financial planning software
61
CONTRARY LEGACY LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$39.7M RAUM · 1 reps · 862-354-0870
Financial planning software
61
KITCHING PARTNERS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$477.6M RAUM · 5 reps · 267-209-0830
Financial planning software
61
PRIVATE FAMILY WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$367.4M RAUM · 1 reps · 404-848-0950
Financial planning software
61
ACTS FINANCIAL ADVISORS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$108.2M RAUM · 2 reps · 571-749-5522 · actsfinancialadvisors.com
Financial planning software
61
STRATEGIC WEALTH CAPITAL reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$178.9M RAUM · 1 reps · 415-780-7022
Financial planning software
61
WEALTH STRATEGIES GROUP reports 11-25 financial-planning clients, up from 0. IAPD ↗
$16.3M RAUM · 2 reps · 888-848-4144 · wealthstrategiesgroup.com
Financial planning software
61
BRIDGEWAY WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$144.0M RAUM · 2 reps · 319-393-6535 · bridgewaywm.com
Financial planning software
61
SPIREPOINT PRIVATE CLIENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$934.1M RAUM · 5 reps · 772-316-1271 · spirepointpc.com
Financial planning software
61
MARRELLA PRIVATE WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$452.7M RAUM · 4 reps · 610-655-9700
Financial planning software
61
BARE WEALTH ADVISORS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$222.2M RAUM · 7 reps · 717-407-5200 · barewealthadvisors.com
Financial planning software
61
LEGACY EDGE ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$627.0M RAUM · 10 reps · 516-447-4200
Financial planning software
61
LONGEVITY CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 0. IAPD ↗
$119.3M RAUM · 1 reps · 805-917-6771 · longevitycapitalmgmt.com
Financial planning software
58
INVESTOR ADVISORY GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$140.9M RAUM · 4 reps · 704-366-1120 · theiag.com
Financial planning software
58
AURORA INVESTMENT COUNSEL reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$219.3M RAUM · 3 reps · 770.226.5323 · aurora-invest.com
Financial planning software
58
BOYD FINANCIAL STRATEGIES, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$109.5M RAUM · 2 reps · (508) 754-3226 · boydstrategy.com
Financial planning software
58
FINANCIAL CONSULTANTS GROUP INC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$119.0M RAUM · 3 reps · 770-627-2121 · financialconsultantsgroup.net
Financial planning software
58
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$36.2M RAUM · 3 reps · 212-287-1500 · corinthianpartners.com
Financial planning software
58
PKS INVESTMENT ADVISORS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$174.6M RAUM · 7 reps · 410-546-5600
Financial planning software
58
CFO CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$187.4M RAUM · 6 reps · 203-656-0033/221-0202 · cruicefinancial.com
Financial planning software
58
CAPITAL FINANCIAL GROUP, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$196.4M RAUM · 3 reps · 303-629-7500
Financial planning software
58
MWA FINANCIAL SERVICES, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
Financial planning software
58
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$172.5M RAUM · 6 reps · 504-831-4636 · yourfinancialcoaches.com
Financial planning software
58
TRIBECA FINANCIAL, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$188.0M RAUM · 4 reps · 480-553-6247 · tribecafinancial.co
Financial planning software
58
THE PLANNER'S EDGE LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$142.3M RAUM · 1 reps · 206-232-4500 · theplannersedge.com
Financial planning software
58
NEWGROUND SOCIAL INVESTMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$130.0M RAUM · 1 reps · (206) 522-1944
Financial planning software
58
EAN EQUITY FINANCIAL SERVICES LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$126.9M RAUM · 1 reps · 410-340-4973
Financial planning software
58
CAPITAL MANAGEMENT SERVICES, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$137.1M RAUM · 5 reps · 636-207-5829
Financial planning software
58
MW INVESTMENT STRATEGY reports 1-10 financial-planning clients, up from 0. IAPD ↗
$43.5M RAUM · 6 reps · (916) 608-4284 · vanhulzenadvisors.com
Financial planning software
58
THE BEDMINSTER GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$164.3M RAUM · 2 reps · 843-705-5544
Financial planning software
58
ORION CAPITAL MANAGEMENT LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$218.5M RAUM · 3 reps · (619) 319-0520
Financial planning software
58
COLMAN KNIGHT ADVISORY GROUP, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$151.6M RAUM · 5 reps · 978-371-2015 · colmanknight.com
Financial planning software
58
CLIENTFIRST WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$221.6M RAUM · 1 reps · (501) 603 - 0406
Financial planning software
58
DELTA FINANCIAL ADVISORS, INC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$188.8M RAUM · 3 reps · 301-962-0480
Financial planning software
58
OLD OAK FINANCIAL PLANNING, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$134.7M RAUM · 2 reps · 810-220-4400 · oldoakfinancial.com
Financial planning software
58
MILLER CAPITAL reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$226.3M RAUM · 1 reps · 248-901-1650 · millercapital.com [website]
Financial planning software
58
GODFREY FINANCIAL ASSOCIATES, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$137.5M RAUM · 2 reps · 518-767-2574
Financial planning software
58
ASSET PLANNING CORPORATION reports 1-10 financial-planning clients, up from 0. IAPD ↗
$90.3M RAUM · 2 reps · 561-689-5724 · fpiginc.com
Financial planning software
58
CAPITAL PORTFOLIO MANAGEMENT L.L.C. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$175.2M RAUM · 3 reps · 785-271-5555 · cpm-llc.com
Financial planning software
58
WEINGARTEN ASSOCIATES, L.L.C. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$134.4M RAUM · 1 reps · 609-620-1770 · weingartenassociates.com
Financial planning software
58
CAMELOTTA ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$181.2M RAUM · 2 reps · 415-806-3641 · divorceanalysis.com
Financial planning software
58
STEWARDSHIP FINANCIAL PLANNING reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$37.0M RAUM · 1 reps · 914-380-1421 · stewardshipfp.com
Financial planning software
58
FINANCIAL SOLUTIONS ASSOCIATES reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$132.5M RAUM · 2 reps · 781-251-0505 · govermanfinancialsolutions.net
Financial planning software
58
ANSON ANALYTICS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$203.7M RAUM · 3 reps · 678-216-0795
Financial planning software
58
SIERRA PACIFIC FINANCIAL ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$162.1M RAUM · 3 reps · 925 223-8868 · sierrapfa.com
Financial planning software
58
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$230.8M RAUM · 6 reps · 949-248-8800
Financial planning software
58
PROSPECT FINANCIAL GROUP LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$159.4M RAUM · 1 reps · (703) 852-9673 · prospect-group.com
Financial planning software
58
TEAM FINANCIAL STRATEGIES reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$203.2M RAUM · 7 reps · 325-480-1587
Financial planning software
58
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$174.2M RAUM · 3 reps · 864-886-9766
Financial planning software
58
DAI WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
Financial planning software
58
GREAT NORTHERN ASSET MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$200.1M RAUM · 3 reps · 360-567-3300 · gnam.us
Financial planning software
58
DAVIES FINANCIAL ADVISORS, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$165.3M RAUM · 4 reps · 951-677-3960
Financial planning software
58
STOREHOUSE FINANCIAL LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$174.1M RAUM · 3 reps · 877-305-3233 · storehousefinancial.com
Financial planning software
58
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$121.3M RAUM · 4 reps · 209-536-9734 · tginvesting.com
Financial planning software
58
STRATEGIC RETIREMENT ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$190.9M RAUM · 2 reps · 916-248-3619 · strategicretirementadvisors.net
Financial planning software
58
FINANCIAL ABUNDANCE, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$204.8M RAUM · 3 reps · 814-867-5745 · faicoach.com
Financial planning software
58
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$174.5M RAUM · 3 reps · 203-254-2333 · southportstation.com
Financial planning software
58
CARLSBAD WEALTH ADVISORY GROUP, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$180.1M RAUM · 4 reps · 760-607-0812 · carlsbadwealth.com
Financial planning software
58
WELLSPRING ADVISORS, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$220.0M RAUM · 4 reps · 503-594-1210
Financial planning software
58
STRATEGIC FINANCIAL PARTNERS, LTD reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$231.9M RAUM · 6 reps · 503-467-7832 · advisoryfirm.com
Financial planning software
58
SAGE HILL ADVISORY AND MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$67.7M RAUM · 3 reps · 518 763-6338
Financial planning software
58
HERSHEY FINANCIAL ADVISERS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$123.0M RAUM · 3 reps · 717-295-8888 · hersheyfinancialadvisers.com
Financial planning software
58
GUIDESTREAM FINANCIAL, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$202.9M RAUM · 5 reps · (517) 750-2727
Financial planning software
58
UP NORTH FINANCIAL, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$165.2M RAUM · 2 reps · (231) 929-9300 · upnorthfinancial.com
Financial planning software
58
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$129.6M RAUM · 2 reps · 972-972-8565
Financial planning software
58
A4 WEALTH ADVISORS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$137.1M RAUM · 4 reps · 704-509-1141
Financial planning software
58
BAUER WEALTH MANAGEMENT INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$133.3M RAUM · 3 reps · 719 575-9000 · bauerheitzmann.com
Financial planning software
58
REYES FINANCIAL ARCHITECTURE INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$134.7M RAUM · 2 reps · 858-597-1966 · reyesplan.com
Financial planning software
58
LIVIAN & CO. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$123.5M RAUM · 3 reps · (212) 319-8900 · livianco.com
Financial planning software
58
RETIREMENTADVICE | JKA reports 1-10 financial-planning clients, up from 0. IAPD ↗
$201.5M RAUM · 3 reps · 714-779-9200
Financial planning software
58
QUEST 10 WEALTH BUILDERS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$157.0M RAUM · 4 reps · 919-552-4286 · completefinancialsolutions.org
Financial planning software
58
INTEGRITY INVESTMENT ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$104.5M RAUM · 2 reps · 303-549-4720
Financial planning software
58
BASCOMB MADISON & JAMES CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$106.0M RAUM · 1 reps · 802-879-3766
Financial planning software
58
FRANGO FINANCIAL reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$111.5M RAUM · 2 reps · 202-244-4460 · frangofinancial.com
Financial planning software
58
MCCARTNEY WEALTH MANAGEMENT LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$166.4M RAUM · 2 reps · 314-246-0595 · mccwm.com
Financial planning software
58
CUSTOM PORTFOLIO GROUP reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$175.6M RAUM · 1 reps · 720.259.5113 · custompg.com
Financial planning software
58
ARCHETYPE ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$198.7M RAUM · 2 reps · 215 558 5500 · archetypeadvisor.com
Financial planning software
58
SADDOCK WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$126.7M RAUM · 3 reps · 972-437-5201 · saddockwealth.com
Financial planning software
58
TOTAL WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$90.7M RAUM · 2 reps · 612-294-9208 · totalwealthadvisors.com
Financial planning software
58
MAXELE ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$153.7M RAUM · 1 reps · 314-961-1850 · maxeleadvisors.com
Financial planning software
58
RIK SAYLOR FINANCIAL, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$143.2M RAUM · 3 reps · (513) 829-8888 · riksaylorfinancial.com
Financial planning software
58
SEVERIN INVESTMENTS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$112.7M RAUM · 6 reps · 314-983-2707
Financial planning software
58
GOLDEN BAY ADVISORS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$140.1M RAUM · 1 reps · 914-215-0194 · goldenbayadvisors.com
Financial planning software
58
TREASURE COAST FINANCIAL PLANNING, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$193.7M RAUM · 2 reps · 772-231-1422 · theplanningco.com
Financial planning software
58
SAGEOAK FINANCIAL, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$129.1M RAUM · 3 reps · (918) 627-3700
Financial planning software
58
SPRINGWATER WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$168.7M RAUM · 2 reps · 888-998-4796 · springwaterwealth.com
Financial planning software
58
PHILLIP JAMES FINANCIAL CO. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$166.5M RAUM · 2 reps · 763-432-0852
Financial planning software
58
O'CONNOR FINANCIAL GROUP LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$202.3M RAUM · 3 reps · 217-223-0113
Financial planning software
58
CORE FINANCIAL ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$159.0M RAUM · 4 reps · 909-382-4545 · cfaonline.com
Financial planning software
58
NOVA WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$152.2M RAUM · 5 reps · 239-444-1794
Financial planning software
58
SANTA FE ADVISORS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$170.8M RAUM · 4 reps · 505-501-6200 · santafeadvisorsllc.com
Financial planning software
58
BARING FINANCIAL LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$136.4M RAUM · 2 reps · 360-671-7257
Financial planning software
58
PROSPERITY WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$243.4M RAUM · 48 reps · 925-791-4444 · thinkpwm.com
Financial planning software
58
MARSHALL INVESTMENT MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$221.6M RAUM · 7 reps · 303-991-6415 · investwithmarshall.com
Financial planning software
58
PETROVIC FINANCIAL SERVICES reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$184.7M RAUM · 3 reps · 913-385-5523 · petrovicfinancial.com
Financial planning software
58
SIMMONS CAPITAL GROUP reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$211.5M RAUM · 4 reps · (518) 406-5624
Financial planning software
58
ALSWORTH CAPITAL MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$84.1M RAUM · 2 reps · (607) 973-2665
Financial planning software
58
PROSPERITY ROAD, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$143.3M RAUM · 2 reps · (714) 241-0212
Financial planning software
58
AMERICAN WEALTH ADMINISTRATION GROUP LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$38.0M RAUM · 2 reps · (516) 833-6800
Financial planning software
58
HARDING WEALTH, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$124.4M RAUM · 4 reps · (602) 610-9545
Financial planning software
58
AQUILANT ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$182.2M RAUM · 2 reps · 314-309-2078 · aquilantadvisors.com
Financial planning software
58
MOUNTAIN PASS PLANNING reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$53.8M RAUM · 1 reps · 845-592-0789
Financial planning software
58
LYNNLEIGH & COMPANY, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$112.3M RAUM · 3 reps · (585) 623-5970 · lynnleighco.com
Financial planning software
58
THE PROFESSIONAL FINANCIAL COMPANY LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$206.2M RAUM · 3 reps · (801) 701-2345
Financial planning software
58
LEVATUS LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$137.5M RAUM · 3 reps · (617) 505-4710
Financial planning software
58
SAS FINANCIAL ADVISORS, LLC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$120.0M RAUM · 3 reps · 415-277-5955 · sasadvisors.com
Financial planning software
58
PALADIN FINANCIAL reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$113.0M RAUM · 6 reps · 651-842-8406
Financial planning software
58
WEALTHJAR INVESTMENT ADVISORY, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$4.4M RAUM · 6 reps · (808) 585-7788 · mywealthjar.com
Financial planning software
58
FORTRESS PRIVATE LEDGER, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$200.7M RAUM · 15 reps · 919-322-2761
Financial planning software
58
COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM) reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$0 RAUM · 6 reps · (301) 986-0600 · cbmcpa.com
Financial planning software
58
RESOLUTE WEALTH ADVISOR, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$199.7M RAUM · 4 reps · 419-422-4400 · resolutewealthadvisor.com
Financial planning software
58
PRISM PLANNING PARTNERS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$163.9M RAUM · 3 reps · (847) 250-9870
Financial planning software
58
CENTENNIAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$118.9M RAUM · 6 reps · (512) 265-5000 · iwanttoretirewell.com
Financial planning software
58
SHEETS SMITH INVESTMENT MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$125.8M RAUM · 2 reps · 346-867-8606 · sheetssmithim.com
Financial planning software
58
KOA WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$214.2M RAUM · 2 reps · 760-602-6920 · koawealth.com
Financial planning software
58
ROSSJOHNSON & ASSOCIATES, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$150.5M RAUM · 4 reps · 763-560-2127 · rossjohnsonweb.com
Financial planning software
58
SAVIOR WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$101.5M RAUM · 3 reps · 617-699-8877
Financial planning software
58
OATH PLANNING, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$123.5M RAUM · 5 reps · 918-200-9094
Financial planning software
58
WEALTHFD reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$32.5M RAUM · 4 reps · 215-671-6660 · taxfd.com
Financial planning software
58
FORTHRIGHT FAMILY WEALTH ADVISORY LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$160.8M RAUM · 1 reps · 713-510-3510 · forthrightwealth.com
Financial planning software
58
ABBEY STREET reports 1-10 financial-planning clients, up from 0. IAPD ↗
$245.0M RAUM · 7 reps · (952) 224-7272
Financial planning software
58
SWAN CAPITAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$190.7M RAUM · 2 reps · (850) 380-9558
Financial planning software
58
APRICUS WEALTH LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$227.1M RAUM · 4 reps · 610-329-4899 · apricuswealth.com
Financial planning software
58
EAGLE BLUFFS WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$202.8M RAUM · 3 reps · (573) 507-9084 · eaglebluffs.com
Financial planning software
58
SECFI ADVISORY LIMITED reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$156.3M RAUM · 9 reps · (707) 652-9961
Financial planning software
58
ONEGROUP WEALTH PARTNERS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$92.9M RAUM · 4 reps · 561-472-2312 · onegroupwealthpartners.com
Financial planning software
58
ATLAS FIDUCIARY FINANCIAL, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$231.2M RAUM · 5 reps · (941) 879-9290 · atlasfiduciary.com
Financial planning software
58
LIGHTHOUSE WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$155.0M RAUM · 2 reps · 717-346-6333
Financial planning software
58
YEARWOOD YOUNG ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$55.1M RAUM · 1 reps · 347-338-0278 · yy-advisors.com
Financial planning software
58
AMARA FINANCIAL, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$159.0M RAUM · 1 reps · 415-319-1071 · amarafinancial.com
Financial planning software
58
MEDIA WEALTH reports 1-10 financial-planning clients, up from 0. IAPD ↗
$109.4M RAUM · 4 reps · 650-252-0550 · focusfinancialpartners.com
Financial planning software
58
ADAPTATION FINANCIAL ADVISORS INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$177.4M RAUM · 5 reps · 972-774-0700 · adaptfa.com
Financial planning software
58
NDVR reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$175.4M RAUM · 7 reps · 857-326-6992
Financial planning software
58
RWM CAPITAL, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$107.9M RAUM · 12 reps · 832-981-7000
Financial planning software
58
PACIFIC POINT ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$212.2M RAUM · 5 reps · 858-356-6600
Financial planning software
58
NEXWEALTH LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$129.4M RAUM · 4 reps · 561-971-3939 · nexwealthllc.com
Financial planning software
58
SUSTAINABLE ADVISORS ALLIANCE LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$187.2M RAUM · 6 reps · 918-408-7981 · sustainableadvisorsalliance.com
Financial planning software
58
INTEGRATED WEALTHCARE, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$117.6M RAUM · 1 reps · 866-694-6292
Financial planning software
58
GALLIOTT CAPITAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$118.2M RAUM · 4 reps · 310-362-3320 · galliott.com
Financial planning software
58
BULMAN WEALTH GROUP reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$148.2M RAUM · 2 reps · 916-458-8199 · bulmanwealth.com
Financial planning software
58
TRACTION FINANCIAL PARTNERS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$238.5M RAUM · 8 reps · 307-672-9738 · tractionfp.com
Financial planning software
58
BLUEPRINT FINANCIAL ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
Financial planning software
58
MUIRFIELD WEALTH ADVISORS LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$189.1M RAUM · 2 reps · (704) 442-0047 · muirfieldwealth.com
Financial planning software
58
NORMANDY INVESTMENT ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$129.6M RAUM · 5 reps · 913-914-1944 · normandyia.com
Financial planning software
58
DOMAIN MONEY ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 5 reps · 760-378-5853
Financial planning software
58
BMO DIRECT INVEST INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$4.7M RAUM · 0 reps · 877-685-9057 · bmo.com
Financial planning software
58
SAYBROOK WEALTH GROUP, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$196.7M RAUM · 1 reps · (860) 388-2200 · saybrookwealth.com
Financial planning software
58
KRD WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$98.5M RAUM · 3 reps · 847-849 5550
Financial planning software
58
SPARTA WEALTH PARTNERS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$219.5M RAUM · 3 reps · 704-575-1148
Financial planning software
58
CHRISTENSEN GROUP FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$10.1M RAUM · 4 reps · 952-653-1000 · christensengroup.com
Financial planning software
58
WAGNER PLANNING reports 1-10 financial-planning clients, up from 0. IAPD ↗
$114.5M RAUM · 1 reps · 503-342-0038 · wagnerplanning.com
Financial planning software
58
WILLIAMSON LEGACY GROUP, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$164.9M RAUM · 5 reps · 317-447-3212 · williamsonlegacygroup.com
Financial planning software
58
ARTA FINANCE reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$134.9M RAUM · 18 reps · 650-318-3898
Financial planning software
58
ALPHA ZERO LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$172.0M RAUM · 6 reps · (561) 576-2599 · alphazerowealth.com
Financial planning software
58
CONQUIS FINANCIAL LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$206.9M RAUM · 2 reps · 971-371-3450 · conquis.com
Financial planning software
58
RANGE ADVISORY, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
Financial planning software
58
BASE WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$213.8M RAUM · 5 reps · 941-203-6040
Financial planning software
58
HERBEIN FINANCIAL GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 2 reps · 484-509-1136 · herbein.com
Financial planning software
58
AVID WEALTH PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$163.5M RAUM · 4 reps · (210) 864-3333 · avidwp.com
Financial planning software
58
TAYLOR FRIGON FAMILY OFFICE, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.3M RAUM · 5 reps · 805-226-0280 · tffamilyoffice.com
Financial planning software
58
ONEASCENT FAMILY OFFICES reports 1-10 financial-planning clients, up from 0. IAPD ↗
$93.8M RAUM · 2 reps · (205) 313-9142
Financial planning software
58
CLARITY FINANCIAL ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$79.9M RAUM · 4 reps · (816) 786-5031 · theclarityfinancial.com
Financial planning software
58
LEGACY SOLUTIONS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$163.9M RAUM · 3 reps · 610-444-9920 · legacysolutions.org
Financial planning software
58
HUNTINGTON ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$244.4M RAUM · 2 reps · 888-391-7378 · huntingtonadvisors.com
Financial planning software
58
TAG ASSOCIATES FLORIDA LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$29.5M RAUM · 24 reps · 212-275-1500 · tagassoc.com
Financial planning software
58
NICHOLSON WEALTH MANAGEMENT GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$226.3M RAUM · 3 reps · 843-790-2625 · nicholsonwmg.com
Financial planning software
43
AP CAPITAL DELAWARE LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗fund
$107.7M RAUM · 1 reps · 929-354-3757 · apcapitalinvestment.com
Financial planning software
33
LGT WEALTH MANAGEMENT US LIMITED reports 11-25 financial-planning clients, up from 1-10. IAPD ↗foreign
$1.22B RAUM · 12 reps · +44 203 207 8000 · lgtwm-us.com
Financial planning software
31
LORNE STEINBERG WEALTH MANAGEMENT INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗foreign
$592.7M RAUM · 11 reps · 514-876-9888 · steinbergwealth.com
Financial planning software
28
GOLDEN EAGLE CAPITAL ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗foreign
$33.3M RAUM · 2 reps · 97144484674
Financial planning software
28
POKET FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗foreign
$244,038 RAUM · 1 reps · +5411 4833 6387
Financial planning software
aum down — 492 Regulatory AUM down >=25% since last filing.
50
TRIAD ADVISORS, LLC reported RAUM down 51% ($2.25B -> $1.11B). IAPD ↗
$1.11B RAUM · 89 reps · 800-720-4003 · pearsonandcompany.net
M&A & valuationRecruiting & transitions
50
FDX ADVISORS, INC. reported RAUM down 37% ($3.62B -> $2.27B). IAPD ↗
$2.27B RAUM · 9 reps · 312-827-2800
M&A & valuationRecruiting & transitions
50
PAUL COMSTOCK PARTNERS reported RAUM down 29% ($2.86B -> $2.03B). IAPD ↗
$2.03B RAUM · 6 reps · 713-977-2694 · paulcomstockpartners.com
M&A & valuationRecruiting & transitions
50
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC reported RAUM down 38% ($139.51B -> $86.27B). IAPD ↗
$86.27B RAUM · 603 reps · 415-392-1400
M&A & valuationRecruiting & transitions
50
RREEF AMERICA L.L.C. reported RAUM down 32% ($46.48B -> $31.83B). IAPD ↗
$31.83B RAUM · 138 reps · 312-537-7000
M&A & valuationRecruiting & transitions
50
CARDINAL CAPITAL MANAGEMENT, L.L.C. reported RAUM down 30% ($3.24B -> $2.27B). IAPD ↗
$2.27B RAUM · 7 reps · 203-863-8990 · cardcap.com
M&A & valuationRecruiting & transitions
50
COHO PARTNERS, LTD. reported RAUM down 26% ($6.17B -> $4.56B). IAPD ↗
$4.56B RAUM · 10 reps · 484-318-7575 · cohofunds.com
M&A & valuationRecruiting & transitions
50
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC reported RAUM down 26% ($9.92B -> $7.32B). IAPD ↗
$7.32B RAUM · 21 reps · 410-537-5400 · brownadvisory.com
M&A & valuationRecruiting & transitions
50
PROPRIETARY CAPITAL, LLC reported RAUM down 63% ($5.23B -> $1.93B). IAPD ↗
$1.93B RAUM · 9 reps · 303-575-9084 · proprietarycapital.com
M&A & valuationRecruiting & transitions
50
REGIS MANAGEMENT COMPANY, LLC reported RAUM down 67% ($4.06B -> $1.35B). IAPD ↗
$1.35B RAUM · 6 reps · 650-838-1030 · regisllc.com
M&A & valuationRecruiting & transitions
50
MAINSTREET ADVISORS reported RAUM down 54% ($11.20B -> $5.12B). IAPD ↗
$5.12B RAUM · 15 reps · 312-223-0270 · mainstreetadv.com
M&A & valuationRecruiting & transitions
50
NORTH PIER FIDUCIARY MANAGEMENT, LLC reported RAUM down 32% ($1.52B -> $1.03B). IAPD ↗
$1.03B RAUM · 10 reps · 800-403-7065 · npier.com
M&A & valuationRecruiting & transitions
50
AGW CAPITAL ADVISORS reported RAUM down 60% ($2.86B -> $1.15B). IAPD ↗
$1.15B RAUM · 9 reps · 813-254-4700
M&A & valuationRecruiting & transitions
50
GIA PARTNERS, LLC. reported RAUM down 28% ($2.27B -> $1.64B). IAPD ↗
$1.64B RAUM · 6 reps · 212-893-7810 · giallc.com
M&A & valuationRecruiting & transitions
50
CANTOR FITZGERALD INVESTMENT ADVISORS reported RAUM down 30% ($2.34B -> $1.64B). IAPD ↗
$1.64B RAUM · 7 reps · (212) 915-1722 · cantor.com
M&A & valuationRecruiting & transitions
50
BEIRNE. reported RAUM down 40% ($1.90B -> $1.14B). IAPD ↗
$1.14B RAUM · 6 reps · 203-701-8606
M&A & valuationRecruiting & transitions
50
SVB WEALTH reported RAUM down 55% ($14.76B -> $6.63B). IAPD ↗
$6.63B RAUM · 77 reps · 617-223-0200 · svb.com
M&A & valuationRecruiting & transitions
50
WASHINGTON CROSSING ADVISORS LLC reported RAUM down 37% ($3.10B -> $1.94B). IAPD ↗
$1.94B RAUM · 5 reps · 973-549-4052 · washingtoncrossingadvisors.com
M&A & valuationRecruiting & transitions
48
WEDGEWOOD PARTNERS, INC. reported RAUM down 25% ($619.5M -> $464.6M). IAPD ↗
$464.6M RAUM · 3 reps · 314-567-6407 · wedgewoodpartners.com
M&A & valuationRecruiting & transitions
48
KUNATH KARREN RINNE & ATKIN LLC reported RAUM down 85% ($2.09B -> $316.8M). IAPD ↗
$316.8M RAUM · 3 reps · 206-621-7400 · kkra.com
M&A & valuationRecruiting & transitions
48
IRIDIAN ASSET MANAGEMENT LLC reported RAUM down 58% ($895.7M -> $372.3M). IAPD ↗
$372.3M RAUM · 5 reps · 203-341-7800
M&A & valuationRecruiting & transitions
48
BERNZOTT CAPITAL ADVISORS reported RAUM down 54% ($682.0M -> $311.1M). IAPD ↗
$311.1M RAUM · 3 reps · 800-856-2646 · bernzott.com
M&A & valuationRecruiting & transitions
48
MONTAG & CALDWELL, LLC reported RAUM down 29% ($964.6M -> $683.5M). IAPD ↗
$683.5M RAUM · 8 reps · 404-836-7100 · montag.com
M&A & valuationRecruiting & transitions
48
VANTAGE CONSULTING GROUP INC reported RAUM down 58% ($1.11B -> $463.2M). IAPD ↗
$463.2M RAUM · 7 reps · 757-491-2998 · vantageconsultinggroup.com
M&A & valuationRecruiting & transitions
48
GLOBAL INVESTMENT ADVISER LC reported RAUM down 66% ($743.8M -> $256.5M). IAPD ↗
$256.5M RAUM · 1 reps · 561-881-9688
M&A & valuationRecruiting & transitions
48
WEALTHSPIRE ADVISORS reported RAUM down 41% ($877.6M -> $518.1M). IAPD ↗
$518.1M RAUM · 4 reps · 804-323-1886
M&A & valuationRecruiting & transitions
48
PARK PLACE CAPITAL CORPORATION reported RAUM down 30% ($854.4M -> $602.1M). IAPD ↗
$602.1M RAUM · 5 reps · 800-459-9084 · nashcap.com
M&A & valuationRecruiting & transitions
48
ADVISORY RESEARCH INC reported RAUM down 52% ($1.33B -> $641.6M). IAPD ↗
$641.6M RAUM · 8 reps · 312-565-1414 · advisoryresearch.com
M&A & valuationRecruiting & transitions
48
BROADMARK ASSET MANAGEMENT LLC reported RAUM down 76% ($1.29B -> $311.1M). IAPD ↗
$311.1M RAUM · 4 reps · 415-925-4970 · broadmarkasset.com
M&A & valuationRecruiting & transitions
48
SEM WEALTH MANAGEMENT reported RAUM down 29% ($817.9M -> $584.1M). IAPD ↗
$584.1M RAUM · 4 reps · 520-749-4580 · semwealth.com
M&A & valuationRecruiting & transitions
48
MARQUETTE ASSOCIATES, INC. reported RAUM down 51% ($838.5M -> $410.6M). IAPD ↗
$410.6M RAUM · 6 reps · 610-719-0300 · peircepark.com
M&A & valuationRecruiting & transitions
48
PAUL WINKLER, INC. reported RAUM down 69% ($923.6M -> $284.0M). IAPD ↗
$284.0M RAUM · 13 reps · 615-851-1950
M&A & valuationRecruiting & transitions
48
SCHNIEDERS CAPITAL MANAGEMENT, LLC. reported RAUM down 33% ($1.08B -> $725.0M). IAPD ↗
$725.0M RAUM · 2 reps · 626.584.6168 · schniederscapital.com
M&A & valuationRecruiting & transitions
48
BAY POINT WEALTH reported RAUM down 36% ($624.9M -> $399.2M). IAPD ↗
$399.2M RAUM · 4 reps · 410-626-8198
M&A & valuationRecruiting & transitions
48
ANCHOR CAPITAL reported RAUM down 41% ($656.5M -> $389.7M). IAPD ↗
$389.7M RAUM · 2 reps · (800)-290-8633 · anchor-capital.com
M&A & valuationRecruiting & transitions
48
GREENWICH INVESTMENT MANAGEMENT, INC. reported RAUM down 27% ($816.9M -> $592.7M). IAPD ↗
$592.7M RAUM · 4 reps · 203-930-7200 · greenwichinvestmentmgt.com
M&A & valuationRecruiting & transitions
48
LISANTI CAPITAL GROWTH LLC reported RAUM down 42% ($758.0M -> $438.5M). IAPD ↗
$438.5M RAUM · 4 reps · 332-262-3100 · lisanticap.com
M&A & valuationRecruiting & transitions
48
FUTURA ASSET ADVISORS LLC reported RAUM down 30% ($442.9M -> $310.7M). IAPD ↗
$310.7M RAUM · 2 reps · (305) 774-9906
M&A & valuationRecruiting & transitions
48
COHANZICK MANAGEMENT LLC reported RAUM down 32% ($1.29B -> $880.6M). IAPD ↗
$880.6M RAUM · 3 reps · 914-741-9600
M&A & valuationRecruiting & transitions
48
CLOUD CAPITAL LLC reported RAUM down 87% ($3.07B -> $401.4M). IAPD ↗
$401.4M RAUM · 1 reps · 9183141220
M&A & valuationRecruiting & transitions
48
RIVERPARK CAPITAL MANAGEMENT LLC reported RAUM down 34% ($509.0M -> $337.0M). IAPD ↗
$337.0M RAUM · 7 reps · (212) 484-2100 · riverparkfunds.com
M&A & valuationRecruiting & transitions
48
CABANA ASSET MANAGEMENT reported RAUM down 50% ($1.48B -> $738.6M). IAPD ↗
$738.6M RAUM · 17 reps · 479-442-6464
M&A & valuationRecruiting & transitions
48
SEER CAPITAL MANAGEMENT LP reported RAUM down 31% ($912.6M -> $628.0M). IAPD ↗
$628.0M RAUM · 13 reps · 212 850 9000 · seercap.com
M&A & valuationRecruiting & transitions
48
KABOUTER MANAGEMENT, LLC reported RAUM down 54% ($1.91B -> $876.7M). IAPD ↗
$876.7M RAUM · 9 reps · 312-546-4260 · kaboutermgmt.com
M&A & valuationRecruiting & transitions
48
APPOMATTOX ADVISORY, INC reported RAUM down 39% ($1.24B -> $753.9M). IAPD ↗
$753.9M RAUM · 6 reps · 212-895-3000 · appomattox.com
M&A & valuationRecruiting & transitions
48
RESERVOIR OPERATIONS, L.P. reported RAUM down 76% ($2.22B -> $538.2M). IAPD ↗
$538.2M RAUM · 3 reps · 212-610-9000
M&A & valuationRecruiting & transitions
48
EAGLE'S VIEW CAPITAL MANAGEMENT LLC reported RAUM down 45% ($748.0M -> $415.0M). IAPD ↗
$415.0M RAUM · 3 reps · 212-421-7300 · evhedge.com
M&A & valuationRecruiting & transitions
48
GARRISON POINT CAPITAL, LLC reported RAUM down 43% ($853.9M -> $485.2M). IAPD ↗
$485.2M RAUM · 3 reps · 415-887-1410 · garpc.com
M&A & valuationRecruiting & transitions
48
STRATEGAS ASSET MANAGEMENT, LLC reported RAUM down 25% ($598.0M -> $446.5M). IAPD ↗
$446.5M RAUM · 9 reps · 212-906-0130 · strategasasset.com
M&A & valuationRecruiting & transitions
48
COLONIAL RIVER WEALTH MANAGEMENT LLC reported RAUM down 53% ($586.5M -> $274.6M). IAPD ↗
$274.6M RAUM · 9 reps · (804) 335-1200 · colonialriver.com
M&A & valuationRecruiting & transitions
48
VISTA INVESTMENT PARTNERS LLC reported RAUM down 35% ($728.1M -> $474.5M). IAPD ↗
$474.5M RAUM · 4 reps · 405-608-5390 · vistainvestment.com
M&A & valuationRecruiting & transitions
48
VOLARIS CAPITAL MANAGEMENT LLC reported RAUM down 38% ($736.8M -> $455.1M). IAPD ↗
$455.1M RAUM · 3 reps · 973-379-0600 · volariscapital.com
M&A & valuationRecruiting & transitions
48
KPP ADVISORY SERVICES LLC reported RAUM down 40% ($1.48B -> $880.6M). IAPD ↗
$880.6M RAUM · 25 reps · 502-394-0400 · kpp-lpl.com
M&A & valuationRecruiting & transitions
48
EMFO, LLC reported RAUM down 39% ($821.7M -> $501.7M). IAPD ↗
$501.7M RAUM · 7 reps · 954-385-9624 · emeraldfamilyoffice.com
M&A & valuationRecruiting & transitions
48
PEOPLE'S UNITED ADVISORS, INC. reported RAUM down 41% ($1.42B -> $845.2M). IAPD ↗
$845.2M RAUM · 27 reps · 646-971-2505
M&A & valuationRecruiting & transitions
48
RESURGENT ADVISORS reported RAUM down 25% ($400.1M -> $300.1M). IAPD ↗
$300.1M RAUM · 7 reps · 770-615-8383 · taylorwealthllc.com
M&A & valuationRecruiting & transitions
45
AMERICAN WEALTH MANAGEMENT, INC. reported RAUM down 28% ($300.1M -> $217.5M). IAPD ↗
$217.5M RAUM · 10 reps · 770-392-8740 · awminc.biz
M&A & valuationRecruiting & transitions
45
LEE FINANCIAL GROUP HAWAII, INC. reported RAUM down 32% ($334.6M -> $226.3M). IAPD ↗
$226.3M RAUM · 7 reps · 808-988-8088 · leehawaii.com
M&A & valuationRecruiting & transitions
45
BTS ASSET MANAGEMENT, INC. reported RAUM down 45% ($377.4M -> $208.5M). IAPD ↗
$208.5M RAUM · 4 reps · 781-863-2545 · btsmanagement.com
M&A & valuationRecruiting & transitions
45
MARVIN & PALMER ASSOCIATES reported RAUM down 66% ($281.6M -> $94.9M). IAPD ↗
$94.9M RAUM · 4 reps · 302-573-3570 · marvinandpalmer.com
M&A & valuationRecruiting & transitions
45
EFS ASSET MANAGEMENT LLC reported RAUM down 61% ($179.7M -> $69.7M). IAPD ↗
$69.7M RAUM · 2 reps · 214-550-0914
M&A & valuationRecruiting & transitions
45
JRL CAPITAL ADVISORS LLC reported RAUM down 46% ($194.5M -> $104.7M). IAPD ↗
$104.7M RAUM · 3 reps · 949-650-2928
M&A & valuationRecruiting & transitions
45
SUN VALLEY GOLD LLC reported RAUM down 74% ($389.7M -> $99.9M). IAPD ↗
$99.9M RAUM · 6 reps · 208-726-2327
M&A & valuationRecruiting & transitions
45
ADVISORS CRYPTO, INC. reported RAUM down 53% ($35.5M -> $16.7M). IAPD ↗
$16.7M RAUM · 1 reps · 512-346-8000 · advisorscrypto.com
M&A & valuationRecruiting & transitions
45
SASSER INVESTMENT MANAGEMENT, INC. reported RAUM down 27% ($137.9M -> $100.3M). IAPD ↗
$100.3M RAUM · 2 reps · 510-835-0960 · sasserinvestments.com
M&A & valuationRecruiting & transitions
45
SCHULTZE ASSET MANAGEMENT, LP reported RAUM down 73% ($222.7M -> $60.5M). IAPD ↗
$60.5M RAUM · 4 reps · 914-701-5260
M&A & valuationRecruiting & transitions
45
INTERVEST INTERNATIONAL, INC. reported RAUM down 46% ($74.4M -> $39.9M). IAPD ↗
$39.9M RAUM · 16 reps · 719-592-9299
M&A & valuationRecruiting & transitions
45
CAPITAL IDEAS reported RAUM down 27% ($229.6M -> $166.6M). IAPD ↗
$166.6M RAUM · 5 reps · 214-750-4400 · cap-ideas.com
M&A & valuationRecruiting & transitions
45
GCI INVESTORS reported RAUM down 95% ($105.2M -> $5.0M). IAPD ↗
$5.0M RAUM · 2 reps · 8324920314
M&A & valuationRecruiting & transitions
45
WIMMER CONSULTING, LLC reported RAUM down 28% ($147.1M -> $105.9M). IAPD ↗
$105.9M RAUM · 2 reps · 214-219-7762
M&A & valuationRecruiting & transitions
45
LANDMARK CAPITAL INC. reported RAUM down 99% ($254.4M -> $1.7M). IAPD ↗
$1.7M RAUM · 2 reps · 630-990-1800 · landmarkcpi.com
M&A & valuationRecruiting & transitions
45
FINANCIAL SOLUTIONS, INC. reported RAUM down 53% ($160.2M -> $74.5M). IAPD ↗
$74.5M RAUM · 2 reps · 918-585-5858
M&A & valuationRecruiting & transitions
45
EQUITAS CAPITAL ADVISORS,LLC reported RAUM down 45% ($393.0M -> $217.1M). IAPD ↗
$217.1M RAUM · 5 reps · 504-569-9600
M&A & valuationRecruiting & transitions
45
CONTEGO CAPITAL GROUP, INC. reported RAUM down 49% ($133.2M -> $67.9M). IAPD ↗
$67.9M RAUM · 5 reps · 952-697-2570 · contegocap.com
M&A & valuationRecruiting & transitions
45
SFC FINANCIAL LLC reported RAUM down 26% ($219.5M -> $162.2M). IAPD ↗
$162.2M RAUM · 1 reps · 314-842-2001 · sfcfin.com
M&A & valuationRecruiting & transitions
45
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. reported RAUM down 73% ($93.9M -> $25.1M). IAPD ↗
$25.1M RAUM · 2 reps · 805-648-5300 · hoffmanwm.com
M&A & valuationRecruiting & transitions
45
CASTLE ROCK INVESTMENT COMPANY reported RAUM down 27% ($100.5M -> $73.4M). IAPD ↗
$73.4M RAUM · 1 reps · 303-725-7086
M&A & valuationRecruiting & transitions
45
ABRIDGE PARTNERS, LLC reported RAUM down 53% ($217.6M -> $102.5M). IAPD ↗
$102.5M RAUM · 2 reps · (601) 718-0000 · abridgepartnersllc.com
M&A & valuationRecruiting & transitions
45
HARVEST VOLATILITY MANAGEMENT, LLC reported RAUM down 89% ($1.94B -> $216.6M). IAPD ↗
$216.6M RAUM · 5 reps · 203-307-0600 · harvestvolatilitymanagement.com
M&A & valuationRecruiting & transitions
45
INFINIUM INVESTMENT ADVISORS, LLC reported RAUM down 42% ($157.3M -> $90.7M). IAPD ↗
$90.7M RAUM · 1 reps · 720- 253-1818 · infiniumadvisors.com
M&A & valuationRecruiting & transitions
45
ATRATO ASSET MANAGEMENT LLC reported RAUM down 61% ($215.1M -> $83.0M). IAPD ↗
$83.0M RAUM · 1 reps · (505) 310-1783
M&A & valuationRecruiting & transitions
45
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC reported RAUM down 42% ($164.0M -> $95.6M). IAPD ↗
$95.6M RAUM · 1 reps · 202-841-2867 · tollefsoncompany.com
M&A & valuationRecruiting & transitions
45
DESERT ROSE CAPITAL MANAGEMENT, INC. reported RAUM down 35% ($180.4M -> $117.2M). IAPD ↗
$117.2M RAUM · 8 reps · 208 297-2710
M&A & valuationRecruiting & transitions
45
ALERA RETIREMENT ADVISORS, LLC reported RAUM down 94% ($640.9M -> $39.0M). IAPD ↗
$39.0M RAUM · 4 reps · (585) 434-0646 · waterfordgroupny.com
M&A & valuationRecruiting & transitions
45
WCM GLOBAL WEALTH, LLC reported RAUM down 39% ($401.6M -> $245.4M). IAPD ↗
$245.4M RAUM · 3 reps · 864-967-9838 · wcmglobalwealth.com
M&A & valuationRecruiting & transitions
45
SYNTAL CAPITAL PARTNERS, LLC reported RAUM down 86% ($441.6M -> $60.3M). IAPD ↗
$60.3M RAUM · 1 reps · 432-262-8111 · syntal.com
M&A & valuationRecruiting & transitions
45
TOTAL WEALTH ADVISORS, LLC reported RAUM down 55% ($202.4M -> $90.7M). IAPD ↗
$90.7M RAUM · 2 reps · 612-294-9208 · totalwealthadvisors.com
M&A & valuationRecruiting & transitions
45
CAPSTONE WEALTH MANAGEMENT CORP. reported RAUM down 26% ($123.2M -> $90.8M). IAPD ↗
$90.8M RAUM · 3 reps · (866) 596-9886 · careformywealth.com
M&A & valuationRecruiting & transitions
45
GULFSTREAM CM, LLC reported RAUM down 46% ($453.7M -> $244.0M). IAPD ↗
$244.0M RAUM · 5 reps · 908-918-1600 · gulfstreamcm.com
M&A & valuationRecruiting & transitions
45
BROADCORE INVESTMENTS LP reported RAUM down 52% ($27.3M -> $13.0M). IAPD ↗
$13.0M RAUM · 2 reps · 646-535-6900
M&A & valuationRecruiting & transitions
45
INVERDALE CAPITAL MANAGEMENT, LLC reported RAUM down 37% ($130.9M -> $81.8M). IAPD ↗
$81.8M RAUM · 2 reps · 214.871.2900 · inverdalecapital.com
M&A & valuationRecruiting & transitions
45
PURSINO ADVISORY GROUP LLC reported RAUM down 54% ($42.6M -> $19.4M). IAPD ↗
$19.4M RAUM · 1 reps · 516-240-8088 · pursino.com
M&A & valuationRecruiting & transitions
45
HGI CAPITAL MANAGEMENT, LLC. reported RAUM down 64% ($511.0M -> $186.5M). IAPD ↗
$186.5M RAUM · 3 reps · 212-644-0515
M&A & valuationRecruiting & transitions
45
CRUISER CAPITAL ADVISORS, LLC reported RAUM down 44% ($162.9M -> $91.0M). IAPD ↗
$91.0M RAUM · 2 reps · 212-829-5833 · cruisercap.com
M&A & valuationRecruiting & transitions
45
NSR INVEST reported RAUM down 51% ($46.8M -> $23.0M). IAPD ↗
$23.0M RAUM · 1 reps · (646) 346-1048 · nsrinvest.com
M&A & valuationRecruiting & transitions
45
PATHFINDER WEALTH ADVISORS LLC reported RAUM down 47% ($132.8M -> $69.9M). IAPD ↗
$69.9M RAUM · 1 reps · 216-533-0463 · pathfinderwealthadvisors.com
M&A & valuationRecruiting & transitions
45
CATALYST WEALTH MANAGEMENT reported RAUM down 49% ($139.6M -> $71.7M). IAPD ↗
$71.7M RAUM · 1 reps · 773-774-2600 · catalystwealthmgmt.com
M&A & valuationRecruiting & transitions
45
FWG INVESTMENTS, LLC reported RAUM down 39% ($339.6M -> $205.9M). IAPD ↗
$205.9M RAUM · 8 reps · 859-309-0349 · thefamilywealthgroup.com
M&A & valuationRecruiting & transitions
45
C2C WEALTH MANAGEMENT, LLC reported RAUM down 75% ($757.0M -> $190.9M). IAPD ↗
$190.9M RAUM · 1 reps · (480) 287-2130 · c2cwealth.com
M&A & valuationRecruiting & transitions
45
MERLIN ASSET MANAGEMENT reported RAUM down 30% ($51.9M -> $36.3M). IAPD ↗
$36.3M RAUM · 1 reps · 617 366-2650
M&A & valuationRecruiting & transitions
45
UNIVERSAL VALUE ADVISORS reported RAUM down 47% ($84.6M -> $45.1M). IAPD ↗
$45.1M RAUM · 3 reps · 775-284-7778 · universalvalueadvisors.com
M&A & valuationRecruiting & transitions
45
SPRINGTIDE PARTNERS reported RAUM down 92% ($506.4M -> $42.1M). IAPD ↗
$42.1M RAUM · 2 reps · (312)620-6362 · springtide-partners.com
M&A & valuationRecruiting & transitions
45
HERITAGE WEALTH PARTNERS, LLC reported RAUM down 37% ($227.3M -> $142.5M). IAPD ↗
$142.5M RAUM · 5 reps · 614-389-2488 · hwp-oh.com
M&A & valuationRecruiting & transitions
45
LONE PEAK ADVISERS reported RAUM down 30% ($148.0M -> $104.3M). IAPD ↗
$104.3M RAUM · 7 reps · 801-855-8886 · lonepeakadvisers.com
M&A & valuationRecruiting & transitions
45
FOLIOBEYOND, LLC reported RAUM down 55% ($164.3M -> $73.4M). IAPD ↗
$73.4M RAUM · 2 reps · 212-397-7539 · foliobeyond.com
M&A & valuationRecruiting & transitions
45
SAGE TREE WEALTH reported RAUM down 31% ($84.8M -> $58.4M). IAPD ↗
$58.4M RAUM · 2 reps · 5855002579
M&A & valuationRecruiting & transitions
45
SAVIOR WEALTH reported RAUM down 32% ($149.1M -> $101.5M). IAPD ↗
$101.5M RAUM · 3 reps · 617-699-8877
M&A & valuationRecruiting & transitions
45
EXCEL WEALTH MANAGEMENT, LLC reported RAUM down 45% ($419.5M -> $232.7M). IAPD ↗
$232.7M RAUM · 7 reps · (888) 929-9920 · excelwm.com
M&A & valuationRecruiting & transitions
45
PROCAPITA PARTNERS, LLC reported RAUM down 96% ($41.0M -> $1.5M). IAPD ↗
$1.5M RAUM · 1 reps · (212) 364-5585
M&A & valuationRecruiting & transitions
45
MARKLE FINANCIAL LLC reported RAUM down 32% ($142.6M -> $97.3M). IAPD ↗
$97.3M RAUM · 2 reps · (307) 721-1725
M&A & valuationRecruiting & transitions
45
CORBETT ROAD CAPITAL MANAGEMENT, LLC reported RAUM down 29% ($64.4M -> $45.9M). IAPD ↗
$45.9M RAUM · 4 reps · 703-748-5831 · corbettroadcapital.com
M&A & valuationRecruiting & transitions
45
TRUCLARITY WEALTH ADVISORS reported RAUM down 85% ($690.9M -> $100.5M). IAPD ↗
$100.5M RAUM · 1 reps · 216-619-8412
M&A & valuationRecruiting & transitions
45
LEGADO WEALTH MANAGEMENT LLC reported RAUM down 66% ($47.7M -> $16.4M). IAPD ↗
$16.4M RAUM · 1 reps · 212-697-3420 · legadowealth.com
M&A & valuationRecruiting & transitions
45
LION CAPITAL ADVISORS LLC reported RAUM down 32% ($328.2M -> $222.1M). IAPD ↗
$222.1M RAUM · 1 reps · 305-849-5222
M&A & valuationRecruiting & transitions
45
REVERE CAPITAL MANAGEMENT LP reported RAUM down 32% ($176.0M -> $120.3M). IAPD ↗
$120.3M RAUM · 11 reps · 214-227-9337 · reverecapital.com
M&A & valuationRecruiting & transitions
45
AFS FINANCIAL GROUP, LLC reported RAUM down 44% ($435.4M -> $244.9M). IAPD ↗
$244.9M RAUM · 4 reps · (301) 951-2642
M&A & valuationRecruiting & transitions
45
WISDOM CAPITAL ASSET MANAGEMENT, LLC reported RAUM down 30% ($75.9M -> $52.8M). IAPD ↗
$52.8M RAUM · 1 reps · (646) 450-3794 · wisdom-cap.com
M&A & valuationRecruiting & transitions
45
CREIGHTON CAPITAL MANAGEMENT LLC reported RAUM down 26% ($302.8M -> $224.0M). IAPD ↗
$224.0M RAUM · 5 reps · 415 254-4964 · creightonai.com
M&A & valuationRecruiting & transitions
45
WEST POTOMAC CAPITAL LLC reported RAUM down 100% ($2.55B -> $5.3M). IAPD ↗
$5.3M RAUM · 3 reps · 703-850-5533 · westpotomaccap.com
M&A & valuationRecruiting & transitions
45
180 DEGREE CAPITAL CORP. reported RAUM down 29% ($85.5M -> $60.8M). IAPD ↗
$60.8M RAUM · 3 reps · 973-746-4500 · ir.180degreecapital.com
M&A & valuationRecruiting & transitions
45
ADAPTATION FINANCIAL ADVISORS INC. reported RAUM down 27% ($242.1M -> $177.4M). IAPD ↗
$177.4M RAUM · 5 reps · 972-774-0700 · adaptfa.com
M&A & valuationRecruiting & transitions
45
SAN LUIS WEALTH ADVISORS reported RAUM down 80% ($495.0M -> $97.2M). IAPD ↗
$97.2M RAUM · 4 reps · 805-810-0002 · sanluiswealth.com
M&A & valuationRecruiting & transitions
45
HERITAGE CAPITAL ADVISORS, LLC reported RAUM down 78% ($545.5M -> $120.0M). IAPD ↗
$120.0M RAUM · 1 reps · 303-670-9761 · info@heritagecapitalresearch.com
M&A & valuationRecruiting & transitions
45
CITY DIFFERENT INVESTMENTS reported RAUM down 27% ($157.0M -> $114.6M). IAPD ↗
$114.6M RAUM · 9 reps · 505-416-4550
M&A & valuationRecruiting & transitions
45
CARDEA CAPITAL GROUP, INC. reported RAUM down 99% ($2.63B -> $22.4M). IAPD ↗
$22.4M RAUM · 2 reps · 770-977-7779 · cardeacapitalgroup.com
M&A & valuationRecruiting & transitions
45
GALLIOTT CAPITAL ADVISORS, LLC reported RAUM down 88% ($1.01B -> $118.2M). IAPD ↗
$118.2M RAUM · 4 reps · 310-362-3320 · galliott.com
M&A & valuationRecruiting & transitions
45
PHASE LINE CAPITAL, LLC reported RAUM down 75% ($138.2M -> $34.0M). IAPD ↗
$34.0M RAUM · 2 reps · 404-806-9505 · phaselinecapital.com
M&A & valuationRecruiting & transitions
45
BLUE HERON INFRASTRUCTURE reported RAUM down 25% ($76.3M -> $57.0M). IAPD ↗
$57.0M RAUM · 2 reps · 781-729-0962 · blueheroninfrastructure.com
M&A & valuationRecruiting & transitions
45
ESSENTIAL PARTNERS LLC reported RAUM down 45% ($408.4M -> $224.7M). IAPD ↗
$224.7M RAUM · 1 reps · 213-878-0074 · essentialp.com
M&A & valuationRecruiting & transitions
45
VAM GROUP, LLC reported RAUM down 28% ($113.3M -> $81.4M). IAPD ↗
$81.4M RAUM · 2 reps · 724-940-5400 · vescioassetmgt.com
M&A & valuationRecruiting & transitions
45
TRUEDGE ASSET MANAGEMENT LLC reported RAUM down 100% ($185.1M -> $280,798). IAPD ↗
$280,798 RAUM · 1 reps · 317-581-4010
M&A & valuationRecruiting & transitions
40
RUSSELL INVESTMENTS reported RAUM down 47% ($156.62B -> $82.66B). IAPD ↗institutional
$82.66B RAUM · 115 reps · 206-505-7877 · russellinvestments.com
M&A & valuationRecruiting & transitions
40
MILLIMAN ADVISORS, LLC reported RAUM down 93% ($41.23B -> $2.73B). IAPD ↗institutional
$2.73B RAUM · 2 reps · 206-624-7940 · milliman.com
M&A & valuationRecruiting & transitions
40
WATER ISLAND CAPITAL, LLC reported RAUM down 29% ($2.25B -> $1.59B). IAPD ↗institutional
$1.59B RAUM · 9 reps · 800-560-8210 · altsharesetfs.com
M&A & valuationRecruiting & transitions
40
SVB ASSET MANAGEMENT reported RAUM down 28% ($44.43B -> $32.09B). IAPD ↗institutional
$32.09B RAUM · 106 reps · 866-719-9117 · svb.com
M&A & valuationRecruiting & transitions
40
NEWPORT GROUP CONSULTING, LLC reported RAUM down 75% ($10.40B -> $2.56B). IAPD ↗institutional
$2.56B RAUM · 11 reps · 407-333-2905 · newportgroup.com
M&A & valuationRecruiting & transitions
40
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC reported RAUM down 47% ($2.58B -> $1.37B). IAPD ↗institutional
$1.37B RAUM · 4 reps · 214-550-0460 · alphaengine.net
M&A & valuationRecruiting & transitions
40
NEXPOINT ASSET MANAGEMENT, L.P. reported RAUM down 30% ($3.20B -> $2.23B). IAPD ↗institutional
$2.23B RAUM · 5 reps · 214-276-6300 · nexpointassetmgmt.com
M&A & valuationRecruiting & transitions
40
INFRABRIDGE INVESTORS (US) LIMITED reported RAUM down 70% ($6.06B -> $1.82B). IAPD ↗institutional
$1.82B RAUM · 9 reps · 561-570-4644 · infrabridge.com
M&A & valuationRecruiting & transitions
40
WESTCHESTER CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($5.35B -> $3.97B). IAPD ↗institutional
$3.97B RAUM · 7 reps · 914-741-5600 · westchestercapitalfunds.com
M&A & valuationRecruiting & transitions
40
SECOR INVESTMENT MANAGEMENT, LP reported RAUM down 33% ($3.06B -> $2.06B). IAPD ↗institutional
$2.06B RAUM · 17 reps · 212-980-7350 · secor-am.com
M&A & valuationRecruiting & transitions
40
LOCORR FUND MANAGEMENT, LLC reported RAUM down 33% ($4.44B -> $2.96B). IAPD ↗institutional
$2.96B RAUM · 7 reps · 952-767-6900
M&A & valuationRecruiting & transitions
40
MH ADVISORY SERVICES LLC reported RAUM down 30% ($1.55B -> $1.07B). IAPD ↗institutional
$1.07B RAUM · 1 reps · 415-379-4878
M&A & valuationRecruiting & transitions
40
CVC ADVISORS (U.S.) INC. reported RAUM down 29% ($21.70B -> $15.33B). IAPD ↗institutional
$15.33B RAUM · 52 reps · +1 212 265 6222
M&A & valuationRecruiting & transitions
40
PRUDENTIAL SELECT STRATEGIES LLC reported RAUM down 68% ($62.22B -> $19.73B). IAPD ↗institutional
$19.73B RAUM · 36 reps · 973-802-3137
M&A & valuationRecruiting & transitions
38
YON DRAKE & ASSOCIATES INC reported RAUM down 51% ($529.5M -> $261.9M). IAPD ↗institutional
$261.9M RAUM · 2 reps · 803-256-1212, X29 · yondrake.com
M&A & valuationRecruiting & transitions
38
MORTGAGE INDUSTRY ADVISORY COMPANY reported RAUM down 28% ($1.20B -> $863.6M). IAPD ↗institutional
$863.6M RAUM · 8 reps · 212-233-1250 · miacanalytics.com
M&A & valuationRecruiting & transitions
38
RIVERPARK ADVISORS, LLC reported RAUM down 53% ($1.98B -> $935.0M). IAPD ↗institutional
$935.0M RAUM · 7 reps · (212) 484-2100 · riverparkfunds.com
M&A & valuationRecruiting & transitions
38
DEARBORN CAPITAL MANAGEMENT, LLC reported RAUM down 40% ($760.2M -> $457.1M). IAPD ↗institutional
$457.1M RAUM · 4 reps · 312-756-4450 · grantparkfunds.com
M&A & valuationRecruiting & transitions
38
LION CAPITAL (AMERICAS) INC. reported RAUM down 55% ($885.8M -> $396.9M). IAPD ↗institutional
$396.9M RAUM · 1 reps · 310-800-1000 · lioncapital.com
M&A & valuationRecruiting & transitions
38
GLACIER PEAK CAPITAL MANAGEMENT, LLC reported RAUM down 86% ($5.36B -> $774.2M). IAPD ↗institutional
$774.2M RAUM · 2 reps · 908-304-9200
M&A & valuationRecruiting & transitions
38
EMC CAPITAL ADVISORS, LLC reported RAUM down 41% ($770.3M -> $457.8M). IAPD ↗institutional
$457.8M RAUM · 4 reps · 847-267-8700 · emccta.com
M&A & valuationRecruiting & transitions
38
ALPHACENTRIC ADVISORS LLC reported RAUM down 32% ($1.08B -> $728.2M). IAPD ↗institutional
$728.2M RAUM · 8 reps · 787-334-1781 · alphacentricfunds.com
M&A & valuationRecruiting & transitions
38
FORMULA GROWTH MANAGEMENT CORP reported RAUM down 29% ($583.7M -> $416.8M). IAPD ↗institutional
$416.8M RAUM · 2 reps · 917-265-8286 · formulagrowth.ca
M&A & valuationRecruiting & transitions
38
FRANKLIN BSP CAPITAL ADVISER LLC reported RAUM down 32% ($663.7M -> $453.0M). IAPD ↗institutional
$453.0M RAUM · 0 reps · 2125886770 · benefitstreetpartners.com
M&A & valuationRecruiting & transitions
38
JRE ADVISORS LLC reported RAUM down 36% ($496.2M -> $317.5M). IAPD ↗institutional
$317.5M RAUM · 13 reps · (646) 905-0522
M&A & valuationRecruiting & transitions
38
BG AMERICA LLC reported RAUM down 66% ($1.99B -> $675.0M). IAPD ↗institutional
$675.0M RAUM · 3 reps · (212)8372300
M&A & valuationRecruiting & transitions
35
CBIZ RETIREMENT PLAN ADVISORY SERVICES reported RAUM down 29% ($57.9M -> $41.1M). IAPD ↗institutional
$41.1M RAUM · 21 reps · 216-447-9000
M&A & valuationRecruiting & transitions
35
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC reported RAUM down 28% ($12.97B -> $9.32B). IAPD ↗fund
$9.32B RAUM · 33 reps · 415-788-7553
M&A & valuationRecruiting & transitions
35
DUPONT CAPITAL MANAGEMENT reported RAUM down 30% ($19.95B -> $13.88B). IAPD ↗fund
$13.88B RAUM · 16 reps · 302-477-6003
M&A & valuationRecruiting & transitions
35
ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C. reported RAUM down 26% ($3.03B -> $2.26B). IAPD ↗fund
$2.26B RAUM · 4 reps · 212-667-4225
M&A & valuationRecruiting & transitions
35
HALBERT WEALTH MANAGEMENT, INC reported RAUM down 55% ($153.2M -> $69.1M). IAPD ↗institutional
$69.1M RAUM · 2 reps · 512-263-3800 · halbertwealth.com
M&A & valuationRecruiting & transitions
35
COMPASS GROUP LLC reported RAUM down 30% ($3.05B -> $2.12B). IAPD ↗fund
$2.12B RAUM · 12 reps · 212-355-7630 · cgcompass.com
M&A & valuationRecruiting & transitions
35
LASALLE INVESTMENT MANAGEMENT reported RAUM down 47% ($19.80B -> $10.46B). IAPD ↗fund
$10.46B RAUM · 61 reps · 312-897-4000 · crunchbase.com
M&A & valuationRecruiting & transitions
35
ARLINGTON PARTNERS LLC reported RAUM down 78% ($6.10B -> $1.34B). IAPD ↗fund
$1.34B RAUM · 7 reps · 205-488-4300 · arlington.com
M&A & valuationRecruiting & transitions
35
SANDLER CAPITAL MANAGEMENT reported RAUM down 32% ($2.08B -> $1.42B). IAPD ↗fund
$1.42B RAUM · 16 reps · 212-754-8100 · sandlercap.com
M&A & valuationRecruiting & transitions
35
HBK CAPITAL MANAGEMENT reported RAUM down 29% ($28.46B -> $20.31B). IAPD ↗fund
$20.31B RAUM · 59 reps · 214-758-6100
M&A & valuationRecruiting & transitions
35
INTECH reported RAUM down 48% ($17.14B -> $8.98B). IAPD ↗fund
$8.98B RAUM · 16 reps · (561) 775-1100
M&A & valuationRecruiting & transitions
35
CHILTON INVESTMENT COMPANY, INC. reported RAUM down 30% ($1.81B -> $1.27B). IAPD ↗fund
$1.27B RAUM · 5 reps · 203-352-4000 · chiltonfunds.com
M&A & valuationRecruiting & transitions
35
SCOPIA CAPITAL MANAGEMENT LP reported RAUM down 45% ($2.93B -> $1.62B). IAPD ↗fund
$1.62B RAUM · 16 reps · 212-370-0303 · scopia.com
M&A & valuationRecruiting & transitions
35
ZEBRA CAPITAL MANAGEMENT, LLC reported RAUM down 92% ($38.1M -> $3.2M). IAPD ↗institutional
$3.2M RAUM · 6 reps · 203-701-5900 · zebracapital.com
M&A & valuationRecruiting & transitions
35
HUNDREDFOLD ADVISORS, LLC reported RAUM down 27% ($249.6M -> $182.9M). IAPD ↗institutional
$182.9M RAUM · 1 reps · 757-463-7600 · hundredfoldadvisors.com
M&A & valuationRecruiting & transitions
35
GLAZER CAPITAL, LLC. reported RAUM down 57% ($5.75B -> $2.46B). IAPD ↗fund
$2.46B RAUM · 18 reps · 212-808-7304 · glazercapital.com
M&A & valuationRecruiting & transitions
35
LUXOR CAPITAL GROUP, LP reported RAUM down 30% ($7.42B -> $5.20B). IAPD ↗fund
$5.20B RAUM · 14 reps · 212-763-8000 · luxorcap.com
M&A & valuationRecruiting & transitions
35
OWL CREEK ASSET MANAGEMENT, L.P. reported RAUM down 34% ($3.42B -> $2.25B). IAPD ↗fund
$2.25B RAUM · 12 reps · 212-688-2550
M&A & valuationRecruiting & transitions
35
CCMP CAPITAL reported RAUM down 25% ($2.73B -> $2.04B). IAPD ↗fund
$2.04B RAUM · 9 reps · 212-600-9600 · ccmpcapital.com
M&A & valuationRecruiting & transitions
35
DEER PARK ROAD MANAGEMENT COMPANY, LP reported RAUM down 37% ($6.11B -> $3.86B). IAPD ↗fund
$3.86B RAUM · 8 reps · 970-457-4340 · deerparkrd.com
M&A & valuationRecruiting & transitions
35
TRIPACIFIC CAPITAL ADVISORS, LLC reported RAUM down 61% ($31.4M -> $12.3M). IAPD ↗institutional
$12.3M RAUM · 4 reps · 949-724-5900 · tripacificllc.com
M&A & valuationRecruiting & transitions
35
CAPITAL INNOVATIONS, LLC reported RAUM down 47% ($207.6M -> $109.1M). IAPD ↗institutional
$109.1M RAUM · 4 reps · 262-746-3100 · capinnovations.com
M&A & valuationRecruiting & transitions
35
RANGER ALTERNATIVE MANAGEMENT, L.P. reported RAUM down 32% ($102.3M -> $69.1M). IAPD ↗institutional
$69.1M RAUM · 2 reps · 214-871-5200 · rangerequitybear.com
M&A & valuationRecruiting & transitions
35
PFM HEALTH SCIENCES, LP reported RAUM down 26% ($3.27B -> $2.43B). IAPD ↗fund
$2.43B RAUM · 10 reps · 415-281-1000 · pfmhealthsciences.com
M&A & valuationRecruiting & transitions
35
P. SCHOENFELD ASSET MANAGEMENT LP reported RAUM down 37% ($2.89B -> $1.82B). IAPD ↗fund
$1.82B RAUM · 12 reps · 212-649-9500 · psam.com
M&A & valuationRecruiting & transitions
35
FIRSTHAND CAPITAL MANAGEMENT, INC. reported RAUM down 33% ($127.9M -> $86.1M). IAPD ↗institutional
$86.1M RAUM · 2 reps · 408-886-7096
M&A & valuationRecruiting & transitions
35
OASIS INVESTMENT STRATEGIES LLC reported RAUM down 28% ($7.39B -> $5.33B). IAPD ↗fund
$5.33B RAUM · 8 reps · 312-373-5366 · rjoasis.com
M&A & valuationRecruiting & transitions
35
CASTLE INVESTMENT MANAGEMENT, LLC reported RAUM down 51% ($68.2M -> $33.7M). IAPD ↗institutional
$33.7M RAUM · 2 reps · 703-260-1921 · castleim.com
M&A & valuationRecruiting & transitions
35
ALTEGRIS ADVISORS, LLC reported RAUM down 29% ($327.6M -> $234.1M). IAPD ↗institutional
$234.1M RAUM · 1 reps · 858-459-7040
M&A & valuationRecruiting & transitions
35
FIR TREE PARTNERS reported RAUM down 46% ($3.67B -> $1.98B). IAPD ↗fund
$1.98B RAUM · 13 reps · 212-599-0090 · firtree.com
M&A & valuationRecruiting & transitions
35
ASTATINE INVESTMENT PARTNERS reported RAUM down 30% ($3.44B -> $2.41B). IAPD ↗fund
$2.41B RAUM · 17 reps · 203-930-3800
M&A & valuationRecruiting & transitions
35
PRELUDE CAPITAL MANAGEMENT, LLC reported RAUM down 29% ($2.91B -> $2.08B). IAPD ↗fund
$2.08B RAUM · 11 reps · 212-546-1180 · preludecapital.com
M&A & valuationRecruiting & transitions
35
MAK CAPITAL reported RAUM down 30% ($1.81B -> $1.27B). IAPD ↗fund
$1.27B RAUM · 6 reps · 212-486-3211 · makcapitalfund.com
M&A & valuationRecruiting & transitions
35
PARALLAX VOLATILITY ADVISERS, L.P. reported RAUM down 67% ($24.60B -> $8.10B). IAPD ↗fund
$8.10B RAUM · 26 reps · 415-445-6646 · parallaxfund.com
M&A & valuationRecruiting & transitions
35
RXR ASSET MANAGEMENT LLC reported RAUM down 31% ($3.84B -> $2.66B). IAPD ↗fund
$2.66B RAUM · 35 reps · 516-506-6000 · rxr.com
M&A & valuationRecruiting & transitions
35
MASON CAPITAL MANAGEMENT LLC reported RAUM down 31% ($2.82B -> $1.96B). IAPD ↗fund
$1.96B RAUM · 9 reps · 212-771-1200 · masoncap.com
M&A & valuationRecruiting & transitions
35
HAIDAR CAPITAL MANAGEMENT LLC reported RAUM down 49% ($49.84B -> $25.40B). IAPD ↗fund
$25.40B RAUM · 8 reps · 212-752-5077 · haidarcapital.com
M&A & valuationRecruiting & transitions
35
LIONSTONE INVESTMENTS reported RAUM down 26% ($5.93B -> $4.38B). IAPD ↗fund
$4.38B RAUM · 57 reps · 713-533-5860 · lionstoneinvestments.com
M&A & valuationRecruiting & transitions
35
PAMPLONA CAPITAL MANAGEMENT LLC reported RAUM down 61% ($5.68B -> $2.20B). IAPD ↗fund
$2.20B RAUM · 6 reps · (212 ) 207-6820 · pamplonafunds.com
M&A & valuationRecruiting & transitions
35
WHITE DEER reported RAUM down 30% ($1.90B -> $1.34B). IAPD ↗fund
$1.34B RAUM · 10 reps · 713.581.6900 · whitedeerenergy.com
M&A & valuationRecruiting & transitions
35
BERKSHIRE PROPERTY ADVISORS, LLC reported RAUM down 45% ($23.02B -> $12.75B). IAPD ↗fund
$12.75B RAUM · 58 reps · 617-646-2300
M&A & valuationRecruiting & transitions
35
GREEN CITIES INVESTMENT MANAGEMENT, LLC reported RAUM down 27% ($1.85B -> $1.35B). IAPD ↗fund
$1.35B RAUM · 16 reps · 503-299-6000 · gerdingedlen.com
M&A & valuationRecruiting & transitions
35
BOFCAL ASSET MANAGEMENT INC. reported RAUM down 79% ($896.7M -> $184.0M). IAPD ↗institutional
$184.0M RAUM · 3 reps · (415) 757-2654 · pacwest.com
M&A & valuationRecruiting & transitions
35
SAGARD REAL ESTATE ADVISORS reported RAUM down 33% ($1.73B -> $1.15B). IAPD ↗fund
$1.15B RAUM · 24 reps · 303-986-2222 · sagard.com
M&A & valuationRecruiting & transitions
35
WAVELENGTH CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($111.9M -> $83.1M). IAPD ↗institutional
$83.1M RAUM · 1 reps · 203-244-7580
M&A & valuationRecruiting & transitions
35
ALLIANT RETIREMENT CONSULTING reported RAUM down 87% ($1.08B -> $144.0M). IAPD ↗institutional
$144.0M RAUM · 23 reps · (713) 470-4208 · alliantretirementconsulting.com
M&A & valuationRecruiting & transitions
35
ALTA FUNDAMENTAL ADVISERS LLC reported RAUM down 25% ($1.81B -> $1.35B). IAPD ↗fund
$1.35B RAUM · 5 reps · 212-319-1778
M&A & valuationRecruiting & transitions
35
OLD IRONSIDES ENERGY, LLC reported RAUM down 28% ($1.97B -> $1.42B). IAPD ↗fund
$1.42B RAUM · 8 reps · 617-366-2030 · oldironsidesenergy.com
M&A & valuationRecruiting & transitions
35
BARDIN HILL ARBITRAGE IC MANAGEMENT LP reported RAUM down 60% ($131.0M -> $52.4M). IAPD ↗institutional
$52.4M RAUM · 0 reps · 212-303-9400 · bardinhill.com
M&A & valuationRecruiting & transitions
35
DLD ASSET MANAGEMENT, LP reported RAUM down 41% ($3.20B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 7 reps · 347-735-5115 · dldam.com
M&A & valuationRecruiting & transitions
35
BERENBERG ASSET MANAGEMENT LLC reported RAUM down 60% ($78.4M -> $31.5M). IAPD ↗institutional
$31.5M RAUM · 10 reps · 646-949-9000 · berenberg-am.com
M&A & valuationRecruiting & transitions
35
PNC STEEL CITY ADVISORS, LLC reported RAUM down 29% ($42.2M -> $30.1M). IAPD ↗institutional
$30.1M RAUM · 14 reps · 312-454-2929
M&A & valuationRecruiting & transitions
35
MONTICELLOAM, LLC reported RAUM down 53% ($2.35B -> $1.10B). IAPD ↗fund
$1.10B RAUM · 49 reps · 646-844-3600 · trustwellliving.com
M&A & valuationRecruiting & transitions
35
JUNIPER CAPITAL ADVISORS, L.P. reported RAUM down 34% ($2.09B -> $1.37B). IAPD ↗fund
$1.37B RAUM · 18 reps · 713-335-4700 · juncap.com
M&A & valuationRecruiting & transitions
35
NITORUM CAPITAL, L.P. reported RAUM down 30% ($2.50B -> $1.75B). IAPD ↗fund
$1.75B RAUM · 7 reps · 212-356-6300
M&A & valuationRecruiting & transitions
35
ONE STONE GLOBAL LLC reported RAUM down 65% ($656.6M -> $229.5M). IAPD ↗institutional
$229.5M RAUM · 1 reps · 617-416-2257 · onestoneglobal.com
M&A & valuationRecruiting & transitions
35
AURIBEAU LLC reported RAUM down 56% ($240.9M -> $106.5M). IAPD ↗institutional
$106.5M RAUM · 1 reps · 212-698-0700
M&A & valuationRecruiting & transitions
35
THEOREM reported RAUM down 27% ($2.75B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 29 reps · 415-489-0457 · theoremlp.com
M&A & valuationRecruiting & transitions
35
BAYOU CITY ENERGY reported RAUM down 34% ($2.21B -> $1.46B). IAPD ↗fund
$1.46B RAUM · 9 reps · 713-400-8200
M&A & valuationRecruiting & transitions
35
ATW SPAC MANAGEMENT LLC reported RAUM down 82% ($403.2M -> $74.1M). IAPD ↗institutional
$74.1M RAUM · 3 reps · 646-975-5547
M&A & valuationRecruiting & transitions
35
GILLSON CAPITAL reported RAUM down 42% ($2.86B -> $1.67B). IAPD ↗fund
$1.67B RAUM · 9 reps · 312-667-8920 · gillsoncapital.com
M&A & valuationRecruiting & transitions
35
ADVOCATE CAPITAL MANAGEMENT, LLC reported RAUM down 94% ($31.0M -> $1.8M). IAPD ↗institutional
$1.8M RAUM · 3 reps · 2127058516 · advocatecapmgt.com
M&A & valuationRecruiting & transitions
35
BAYSWATER MANAGEMENT COMPANY LP reported RAUM down 27% ($2.48B -> $1.80B). IAPD ↗fund
$1.80B RAUM · 8 reps · 303-893-2503 · bayswater.us
M&A & valuationRecruiting & transitions
35
RONDURE GLOBAL ADVISORS, LLC reported RAUM down 41% ($332.1M -> $196.9M). IAPD ↗institutional
$196.9M RAUM · 3 reps · 801-736-8550 · rondureglobal.com
M&A & valuationRecruiting & transitions
35
325 FILLMORE LLC reported RAUM down 25% ($1.38B -> $1.03B). IAPD ↗fund
$1.03B RAUM · 4 reps · 303-398-2950
M&A & valuationRecruiting & transitions
35
FPA REAL ESTATE ADVISERS GROUP, LLC reported RAUM down 29% ($7.94B -> $5.66B). IAPD ↗fund
$5.66B RAUM · 15 reps · 949-399-2500 · fpamf.com
M&A & valuationRecruiting & transitions
35
CIRCULARIS PARTNERS LP reported RAUM down 51% ($252.0M -> $123.4M). IAPD ↗institutional
$123.4M RAUM · 2 reps · 713-503-0891 · circularis.com
M&A & valuationRecruiting & transitions
35
TERRA FUND ADVISORS, LLC reported RAUM down 90% ($240.0M -> $23.6M). IAPD ↗institutional
$23.6M RAUM · 0 reps · 212-753-5100 · tcp-us.com
M&A & valuationRecruiting & transitions
35
WATEROUS ENERGY FUND MANAGEMENT (US), LLC reported RAUM down 30% ($5.70B -> $3.97B). IAPD ↗fund
$3.97B RAUM · 2 reps · 281-545-7397 · waterous.com
M&A & valuationRecruiting & transitions
35
AQUARIAN HOLDINGS MANAGEMENT LLC reported RAUM down 27% ($1.40B -> $1.02B). IAPD ↗fund
$1.02B RAUM · 30 reps · 212-720-1000 · aquarianlp.com
M&A & valuationRecruiting & transitions
35
NONANTUM CAPITAL PARTNERS, LLC reported RAUM down 26% ($1.90B -> $1.41B). IAPD ↗fund
$1.41B RAUM · 19 reps · 617-245-8050
M&A & valuationRecruiting & transitions
35
FNY INVESTMENT ADVISERS, LLC reported RAUM down 42% ($3.26B -> $1.89B). IAPD ↗fund
$1.89B RAUM · 90 reps · (212) 848-0600 · firstny.com
M&A & valuationRecruiting & transitions
35
ANTARA CAPITAL LP reported RAUM down 29% ($2.81B -> $2.00B). IAPD ↗fund
$2.00B RAUM · 9 reps · 646-762-8580 · antaracapital.com
M&A & valuationRecruiting & transitions
35
LESTE USA, LLC reported RAUM down 34% ($172.4M -> $113.7M). IAPD ↗institutional
$113.7M RAUM · 9 reps · 305-929-9200 · leste.com
M&A & valuationRecruiting & transitions
35
AVIDITY PARTNERS MANAGEMENT LP reported RAUM down 43% ($9.17B -> $5.27B). IAPD ↗fund
$5.27B RAUM · 16 reps · 214-550-1822
M&A & valuationRecruiting & transitions
35
CINCTIVE CAPITAL MANAGEMENT LP reported RAUM down 44% ($5.37B -> $3.02B). IAPD ↗fund
$3.02B RAUM · 55 reps · 332.208.6800 · cinctive.com
M&A & valuationRecruiting & transitions
35
CHURCHILL INVESTMENT MANAGEMENT, LLC reported RAUM down 32% ($275.0M -> $187.1M). IAPD ↗institutional
$187.1M RAUM · 69 reps · 646-517-5353 · churchillre.com
M&A & valuationRecruiting & transitions
35
HAWKS POINT CAPITAL PARTNERS LLC reported RAUM down 37% ($75.0M -> $47.0M). IAPD ↗institutional
$47.0M RAUM · 3 reps · 203-485-7598 · hawkspointcapital.com
M&A & valuationRecruiting & transitions
35
INCLUSIVE CAPITAL PARTNERS, L.P. reported RAUM down 35% ($2.66B -> $1.73B). IAPD ↗fund
$1.73B RAUM · 8 reps · (415) 625-8957 · in-cap.com
M&A & valuationRecruiting & transitions
35
THOR FINANCIAL TECHNOLOGIES reported RAUM down 60% ($124.5M -> $49.2M). IAPD ↗institutional
$49.2M RAUM · 3 reps · 412-860-6078 · thorft.com
M&A & valuationRecruiting & transitions
35
MILLBANK DARTMOOR PORTSMOUTH LLC reported RAUM down 44% ($308.5M -> $172.0M). IAPD ↗institutional
$172.0M RAUM · 2 reps · 828-499-7222 · mdpvol.com
M&A & valuationRecruiting & transitions
35
ANTHONY CAPITAL MANAGEMENT, LLC reported RAUM down 61% ($51.4M -> $20.0M). IAPD ↗institutional
$20.0M RAUM · 1 reps · 561-371-1303 · anthonycm.com
M&A & valuationRecruiting & transitions
35
SPRING GROWTH PARTNERS LLC reported RAUM down 40% ($142.3M -> $85.0M). IAPD ↗institutional
$85.0M RAUM · 1 reps · 240-460-4674
M&A & valuationRecruiting & transitions
35
POLYMER CAPITAL MANAGEMENT (US), LLC reported RAUM down 71% ($450.0M -> $130.4M). IAPD ↗institutional
$130.4M RAUM · 12 reps · 1 (212) 653 0674
M&A & valuationRecruiting & transitions
35
OPENVIEW ADVISORS, LLC reported RAUM down 33% ($2.45B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 10 reps · 617-478-7500 · openviewpartners.com
M&A & valuationRecruiting & transitions
35
SYLEBRA CAPITAL LLC reported RAUM down 28% ($8.88B -> $6.37B). IAPD ↗fund
$6.37B RAUM · 5 reps · (332) 242 8518 · sylebra.com
M&A & valuationRecruiting & transitions
35
BRIDGEPOINT LLC reported RAUM down 89% ($10.95B -> $1.25B). IAPD ↗fund
$1.25B RAUM · 24 reps · 212-324-5200 · bridgepoint.eu
M&A & valuationRecruiting & transitions
35
QUBE CAPITAL SOLUTIONS, LLC reported RAUM down 39% ($103.1M -> $62.8M). IAPD ↗institutional
$62.8M RAUM · 1 reps · 4754670067 · qube-cs.com
M&A & valuationRecruiting & transitions
35
TIFF INVESTMENT MANAGEMENT reported RAUM down 25% ($7.64B -> $5.70B). IAPD ↗fund
$5.70B RAUM · 15 reps · 610 684 8200 · tiff.org
M&A & valuationRecruiting & transitions
35
CACHETECH reported RAUM down 74% ($500.0M -> $131.8M). IAPD ↗institutional
$131.8M RAUM · 6 reps · 435-752-1702 · cachetech.io
M&A & valuationRecruiting & transitions
33
INVESCO PRIVATE CAPITAL, INC. reported RAUM down 68% ($2.38B -> $769.1M). IAPD ↗fund
$769.1M RAUM · 4 reps · 212-826-1100 · invesco.com
M&A & valuationRecruiting & transitions
33
NEWPORT ASIA LLC reported RAUM down 56% ($1.50B -> $666.0M). IAPD ↗fund
$666.0M RAUM · 5 reps · 415/677-8620 · newportasiallc.com
M&A & valuationRecruiting & transitions
33
WAYZATA INVESTMENT PARTNERS LLC reported RAUM down 42% ($644.4M -> $376.0M). IAPD ↗fund
$376.0M RAUM · 5 reps · 952-345-0700 · wayzatainvestmentpartners.com
M&A & valuationRecruiting & transitions
33
HAWKEYE PARTNERS, LP reported RAUM down 37% ($417.7M -> $264.9M). IAPD ↗fund
$264.9M RAUM · 10 reps · 512-628-4000 · hawkeyepartners.com
M&A & valuationRecruiting & transitions
33
ENDEAVOUR CAPITAL ADVISORS INC. reported RAUM down 26% ($764.0M -> $564.9M). IAPD ↗fund
$564.9M RAUM · 4 reps · 203-618-0101 · endcap.com
M&A & valuationRecruiting & transitions
33
PRAESIDIUM INVESTMENT MANAGEMENT reported RAUM down 26% ($1.22B -> $897.5M). IAPD ↗fund
$897.5M RAUM · 7 reps · 212-821-1490
M&A & valuationRecruiting & transitions
33
NEWPORT GLOBAL ADVISORS L.P. reported RAUM down 42% ($472.6M -> $273.2M). IAPD ↗fund
$273.2M RAUM · 6 reps · 713-559-7400 · newportglobaladvisors.com
M&A & valuationRecruiting & transitions
33
WYNKOOP LLC reported RAUM down 28% ($684.1M -> $493.2M). IAPD ↗fund
$493.2M RAUM · 7 reps · 303-459-7208 · wynkoopfinancial.com
M&A & valuationRecruiting & transitions
33
BELSTAR MANAGEMENT COMPANY, LLC reported RAUM down 49% ($1.28B -> $649.4M). IAPD ↗fund
$649.4M RAUM · 3 reps · 212-245-2800 · belstargroup.com
M&A & valuationRecruiting & transitions
33
STANDARD GENERAL L.P. reported RAUM down 35% ($1.10B -> $710.5M). IAPD ↗fund
$710.5M RAUM · 2 reps · 212-257-4701
M&A & valuationRecruiting & transitions
33
AQUILO CAPITAL MANAGEMENT, LLC reported RAUM down 42% ($442.5M -> $257.6M). IAPD ↗fund
$257.6M RAUM · 5 reps · 415-635-0140
M&A & valuationRecruiting & transitions
33
SUMMIT PARTNERS CREDIT ADVISORS, L.P. reported RAUM down 28% ($1.13B -> $815.3M). IAPD ↗fund
$815.3M RAUM · 7 reps · 617-824-1000
M&A & valuationRecruiting & transitions
33
MISSION VALUE PARTNERS, LLC reported RAUM down 37% ($507.0M -> $317.6M). IAPD ↗fund
$317.6M RAUM · 3 reps · 707-750-3337
M&A & valuationRecruiting & transitions
33
CHALKSTREAM CAPITAL GROUP, L.P. reported RAUM down 26% ($478.7M -> $355.2M). IAPD ↗fund
$355.2M RAUM · 2 reps · 212-707-6100
M&A & valuationRecruiting & transitions
33
AMERRA CAPITAL MANAGEMENT, LLC reported RAUM down 30% ($1.28B -> $897.0M). IAPD ↗fund
$897.0M RAUM · 11 reps · 212-710-8033, 212-843-8927 · amerracapital.com
M&A & valuationRecruiting & transitions
33
SILVERPEAK REAL ESTATE PARTNERS L.P. reported RAUM down 43% ($593.3M -> $335.4M). IAPD ↗fund
$335.4M RAUM · 18 reps · 212-716-2000 · silverpeak.com
M&A & valuationRecruiting & transitions
33
JACOBS ASSET MANAGEMENT, LLC reported RAUM down 40% ($488.5M -> $291.4M). IAPD ↗fund
$291.4M RAUM · 2 reps · 212-271-5526
M&A & valuationRecruiting & transitions
33
RUBENSTEIN PARTNERS reported RAUM down 42% ($1.18B -> $681.0M). IAPD ↗fund
$681.0M RAUM · 23 reps · 215-563-3558 · rubensteinpartners.com
M&A & valuationRecruiting & transitions
33
AUTONOMY CAPITAL reported RAUM down 49% ($1.39B -> $701.3M). IAPD ↗fund
$701.3M RAUM · 1 reps · 212-796-1900
M&A & valuationRecruiting & transitions
33
HAWKEYE CAPITAL MANAGEMENT, LLC reported RAUM down 25% ($513.7M -> $383.0M). IAPD ↗fund
$383.0M RAUM · 3 reps · 212-265-0565 · hawkeyecap.com
M&A & valuationRecruiting & transitions
33
AURELIUS CAPITAL MANAGEMENT, LP reported RAUM down 29% ($1.16B -> $824.2M). IAPD ↗fund
$824.2M RAUM · 6 reps · 646-445-6500 · aurelius-capital.com
M&A & valuationRecruiting & transitions
33
INDABA CAPITAL MANAGEMENT, L.P. reported RAUM down 32% ($1.26B -> $854.6M). IAPD ↗fund
$854.6M RAUM · 7 reps · 415-680-1030 · indabacapital.com
M&A & valuationRecruiting & transitions
33
CASTLE HARLAN, INC. reported RAUM down 30% ($861.8M -> $600.0M). IAPD ↗fund
$600.0M RAUM · 14 reps · 212-644-8600 · castleharlan.com
M&A & valuationRecruiting & transitions
33
HADDINGTON VENTURES, LLC reported RAUM down 37% ($1.13B -> $716.1M). IAPD ↗fund
$716.1M RAUM · 5 reps · 713-532-7992 · hvllc.com
M&A & valuationRecruiting & transitions
33
PENSO ADVISORS, LLC reported RAUM down 28% ($1.24B -> $890.0M). IAPD ↗fund
$890.0M RAUM · 3 reps · 212-688-8800
M&A & valuationRecruiting & transitions
33
VENOR CAPITAL MANAGEMENT LP reported RAUM down 29% ($619.4M -> $439.5M). IAPD ↗fund
$439.5M RAUM · 3 reps · 212-703-2100
M&A & valuationRecruiting & transitions
33
CSL CAPITAL MANAGEMENT, L.P. reported RAUM down 48% ($723.2M -> $377.3M). IAPD ↗fund
$377.3M RAUM · 5 reps · 281-407-0693 · cslenergy.com
M&A & valuationRecruiting & transitions
33
P & S CREDIT MANAGEMENT, L.P. reported RAUM down 32% ($741.5M -> $500.7M). IAPD ↗fund
$500.7M RAUM · 6 reps · 212 527 8280 · moelisassetmanagement.com
M&A & valuationRecruiting & transitions
33
SQN CAPITAL MANAGEMENT, LLC reported RAUM down 32% ($414.6M -> $282.1M). IAPD ↗fund
$282.1M RAUM · 3 reps · (212) 422-2166 · sqncapital.com
M&A & valuationRecruiting & transitions
33
SAVANNA INVESTMENT MANAGEMENT LLC reported RAUM down 51% ($1.10B -> $540.5M). IAPD ↗fund
$540.5M RAUM · 21 reps · 212-229-0101
M&A & valuationRecruiting & transitions
33
TALARA CAPITAL MANAGEMENT, LLC reported RAUM down 29% ($601.6M -> $428.5M). IAPD ↗fund
$428.5M RAUM · 3 reps · 845-213-8224
M&A & valuationRecruiting & transitions
33
CP CAPITAL (US) PARTNERS LP reported RAUM down 32% ($444.2M -> $301.3M). IAPD ↗fund
$301.3M RAUM · 7 reps · 212-843-6100 · cpcapitalus.com
M&A & valuationRecruiting & transitions
33
DOME EQUITIES, LLC reported RAUM down 33% ($1.47B -> $980.4M). IAPD ↗fund
$980.4M RAUM · 3 reps · 212-867-4520 · domeeq.com
M&A & valuationRecruiting & transitions
33
YAKIRA CAPITAL MANAGEMENT, INC. reported RAUM down 34% ($565.3M -> $372.5M). IAPD ↗fund
$372.5M RAUM · 3 reps · 203-341-0702
M&A & valuationRecruiting & transitions
33
TENZING GLOBAL reported RAUM down 26% ($367.3M -> $273.0M). IAPD ↗fund
$273.0M RAUM · 3 reps · 415-645-2400 · tenzing-global.com
M&A & valuationRecruiting & transitions
33
CASTANEA PARTNERS INC. reported RAUM down 41% ($715.0M -> $423.0M). IAPD ↗fund
$423.0M RAUM · 5 reps · 617-630-2400 · castaneapartners.com
M&A & valuationRecruiting & transitions
33
QUANTUM CAPITAL GROUP reported RAUM down 38% ($864.5M -> $539.7M). IAPD ↗fund
$539.7M RAUM · 68 reps · 713-452-2000 · quantumcap.com
M&A & valuationRecruiting & transitions
33
ALCION VENTURES, L.P. reported RAUM down 30% ($471.3M -> $331.3M). IAPD ↗fund
$331.3M RAUM · 4 reps · 617-603-1000 · alcionventures.com
M&A & valuationRecruiting & transitions
33
J.H. WHITNEY CAPITAL PARTNERS, LLC reported RAUM down 45% ($983.3M -> $544.5M). IAPD ↗fund
$544.5M RAUM · 3 reps · 203-716-6100 · whitney.com
M&A & valuationRecruiting & transitions
33
THE GORES GROUP, LLC reported RAUM down 29% ($436.0M -> $311.0M). IAPD ↗fund
$311.0M RAUM · 8 reps · 310-209-3010 · gores.com
M&A & valuationRecruiting & transitions
33
MIURA GLOBAL MANAGEMENT, LLC reported RAUM down 51% ($622.6M -> $303.5M). IAPD ↗fund
$303.5M RAUM · 4 reps · 212-984-8832
M&A & valuationRecruiting & transitions
33
FOUNDATION ENERGY MANAGEMENT reported RAUM down 28% ($501.7M -> $363.6M). IAPD ↗fund
$363.6M RAUM · 10 reps · 972-707-2500 · foundationenergy.com
M&A & valuationRecruiting & transitions
33
MFP INVESTORS LLC reported RAUM down 48% ($937.0M -> $487.0M). IAPD ↗fund
$487.0M RAUM · 4 reps · 212 752-7280
M&A & valuationRecruiting & transitions
33
PARAMOUNT GROUP REAL ESTATE ADVISOR LLC reported RAUM down 28% ($747.6M -> $534.8M). IAPD ↗fund
$534.8M RAUM · 25 reps · 212-237-3100 · pgre.com
M&A & valuationRecruiting & transitions
33
SUNTX CAPITAL MANAGEMENT CORP. reported RAUM down 39% ($501.4M -> $305.7M). IAPD ↗fund
$305.7M RAUM · 8 reps · 972-663-8900 · suntx.com
M&A & valuationRecruiting & transitions
33
VINCI PARTNERS USA reported RAUM down 46% ($661.4M -> $357.6M). IAPD ↗fund
$357.6M RAUM · 3 reps · 1 646 559 8000 · vincipartners.com
M&A & valuationRecruiting & transitions
33
COLTRANE ASSET MANAGEMENT, L.P. reported RAUM down 64% ($784.2M -> $285.3M). IAPD ↗fund
$285.3M RAUM · 8 reps · 212.259.6042 · coltraneam.com
M&A & valuationRecruiting & transitions
33
CARTER-HASTON INVESTMENT PARTNERS II GP, LLC reported RAUM down 40% ($467.5M -> $280.6M). IAPD ↗fund
$280.6M RAUM · 9 reps · 615-279-9200 · carterhaston.com
M&A & valuationRecruiting & transitions
33
PURA VIDA INVESTMENTS, LLC reported RAUM down 73% ($972.4M -> $264.0M). IAPD ↗fund
$264.0M RAUM · 6 reps · (646) 757-2180 · puravidainvestments.com
M&A & valuationRecruiting & transitions
33
CWS CAPITAL PARTNERS LLC reported RAUM down 28% ($464.6M -> $336.3M). IAPD ↗fund
$336.3M RAUM · 51 reps · 800-466-0020
M&A & valuationRecruiting & transitions
33
ROUND HILL MUSIC LP reported RAUM down 31% ($1.41B -> $976.8M). IAPD ↗fund
$976.8M RAUM · 7 reps · (212) 380-0080 · roundhillmusic.com
M&A & valuationRecruiting & transitions
33
URBAN FUND MANAGEMENT, LLC reported RAUM down 46% ($1.47B -> $789.8M). IAPD ↗fund
$789.8M RAUM · 2 reps · 972-543-8812 · urbanoilandgas.com
M&A & valuationRecruiting & transitions
33
VIRAGE CAPITAL MANAGEMENT LP reported RAUM down 35% ($1.52B -> $994.8M). IAPD ↗fund
$994.8M RAUM · 8 reps · 713.840.7700 · viragecm.com
M&A & valuationRecruiting & transitions
33
FORT, L.P. reported RAUM down 34% ($543.5M -> $358.9M). IAPD ↗fund
$358.9M RAUM · 7 reps · 301-986-6940
M&A & valuationRecruiting & transitions
33
INSIGNIA CAPITAL GROUP, L.P. reported RAUM down 32% ($1.30B -> $882.6M). IAPD ↗fund
$882.6M RAUM · 9 reps · (925) 399-8900 · insigniacap.com
M&A & valuationRecruiting & transitions
33
UNION PARK CAPITAL MANAGEMENT, L.P. reported RAUM down 27% ($893.0M -> $654.4M). IAPD ↗fund
$654.4M RAUM · 9 reps · 857-254-1751 · union-park.com
M&A & valuationRecruiting & transitions
33
AROSA CAPITAL MANAGEMENT LP reported RAUM down 25% ($975.6M -> $727.2M). IAPD ↗fund
$727.2M RAUM · 9 reps · 212-218-0550 · arosacapital.com
M&A & valuationRecruiting & transitions
33
DELOS CAPITAL MANAGEMENT, LP reported RAUM down 29% ($422.5M -> $298.2M). IAPD ↗fund
$298.2M RAUM · 3 reps · 212-257-4450 · deloscap.com
M&A & valuationRecruiting & transitions
33
GREY ROCK ENERGY MANAGEMENT, LLC reported RAUM down 64% ($1.12B -> $397.7M). IAPD ↗fund
$397.7M RAUM · 4 reps · 214-396-2850 · grey-rock.com
M&A & valuationRecruiting & transitions
33
NINE TEN CAPITAL MANAGEMENT reported RAUM down 31% ($687.4M -> $471.8M). IAPD ↗fund
$471.8M RAUM · 3 reps · 847-868-0893 · ninetencapital.com
M&A & valuationRecruiting & transitions
33
PROSPECT HILL GROWTH PARTNERS, L.P. reported RAUM down 31% ($817.0M -> $561.4M). IAPD ↗fund
$561.4M RAUM · 9 reps · 617-753-1100
M&A & valuationRecruiting & transitions
33
SQN INVESTORS LP reported RAUM down 44% ($494.6M -> $279.1M). IAPD ↗fund
$279.1M RAUM · 4 reps · 650-489-9100 · sqninvestors.com
M&A & valuationRecruiting & transitions
33
COLONY CAPITAL INVESTMENT ADVISORS, LLC reported RAUM down 30% ($1.15B -> $802.1M). IAPD ↗fund
$802.1M RAUM · 2 reps · 561-570-4644
M&A & valuationRecruiting & transitions
33
FAYERWEATHER MANAGEMENT, LLC reported RAUM down 37% ($457.9M -> $288.3M). IAPD ↗fund
$288.3M RAUM · 2 reps · 617-714-3057
M&A & valuationRecruiting & transitions
33
HCG FUND MANAGEMENT LP reported RAUM down 32% ($1.04B -> $709.8M). IAPD ↗fund
$709.8M RAUM · 7 reps · 919-300-7702 · hcgfunds.com
M&A & valuationRecruiting & transitions
33
KEY SQUARE GROUP LP reported RAUM down 31% ($801.6M -> $557.0M). IAPD ↗fund
$557.0M RAUM · 5 reps · 212-624-0550 · keysq.com
M&A & valuationRecruiting & transitions
33
LBB HOLDING COMPANY LLC reported RAUM down 26% ($408.4M -> $303.4M). IAPD ↗fund
$303.4M RAUM · 4 reps · 212-841-8500 · lbb-industries.com
M&A & valuationRecruiting & transitions
33
TRUE PARTNER CAPITAL USA reported RAUM down 44% ($1.13B -> $626.2M). IAPD ↗fund
$626.2M RAUM · 2 reps · 312-675-6128 · truepartnercapital.com
M&A & valuationRecruiting & transitions
33
TORONADO PARTNERS LLC reported RAUM down 37% ($603.6M -> $378.8M). IAPD ↗fund
$378.8M RAUM · 5 reps · 415-969-8681
M&A & valuationRecruiting & transitions
33
ROCKTOP PARTNERS, LLC reported RAUM down 72% ($928.1M -> $260.5M). IAPD ↗fund
$260.5M RAUM · 16 reps · 844-456-6316 · rocktoppartners.com
M&A & valuationRecruiting & transitions
33
PLATFORM PARTNERS LLC reported RAUM down 29% ($911.9M -> $645.7M). IAPD ↗fund
$645.7M RAUM · 14 reps · 713-335-2300 · platformllc.com
M&A & valuationRecruiting & transitions
33
NARA CAPITAL, LP reported RAUM down 32% ($612.3M -> $419.1M). IAPD ↗fund
$419.1M RAUM · 3 reps · (212) 256-8470
M&A & valuationRecruiting & transitions
33
MERIDA CAPITAL HOLDINGS LLC reported RAUM down 26% ($346.2M -> $256.7M). IAPD ↗fund
$256.7M RAUM · 13 reps · 212-210-1890
M&A & valuationRecruiting & transitions
33
QVR ADVISORS reported RAUM down 50% ($1.09B -> $544.4M). IAPD ↗fund
$544.4M RAUM · 7 reps · 415-293-8071 · qvradvisors.com
M&A & valuationRecruiting & transitions
33
GOTHAM GREEN PARTNERS, LLC reported RAUM down 28% ($620.0M -> $445.5M). IAPD ↗fund
$445.5M RAUM · 6 reps · 212-659-3838 · gothamgreenpartners.com
M&A & valuationRecruiting & transitions
33
BLUESHIFT ASSET MANAGEMENT reported RAUM down 61% ($1.25B -> $492.6M). IAPD ↗fund
$492.6M RAUM · 9 reps · 732-450-8401
M&A & valuationRecruiting & transitions
33
WEWORK CAPITAL ADVISORS LLC reported RAUM down 45% ($886.0M -> $484.8M). IAPD ↗fund
$484.8M RAUM · 4 reps · 917-693-5456
M&A & valuationRecruiting & transitions
33
LANDON CAPITAL PARTNERS, LLC reported RAUM down 32% ($442.1M -> $300.4M). IAPD ↗fund
$300.4M RAUM · 5 reps · 617-589-3652
M&A & valuationRecruiting & transitions
33
DEUTERIUM CAPITAL MANAGEMENT, LLC reported RAUM down 25% ($1.04B -> $777.2M). IAPD ↗fund
$777.2M RAUM · 4 reps · 727-204-7570 · deuterium.us
M&A & valuationRecruiting & transitions
33
WINDMUEHLE, LLC reported RAUM down 32% ($406.5M -> $275.8M). IAPD ↗fund
$275.8M RAUM · 1 reps · 512-649-0903
M&A & valuationRecruiting & transitions
33
SPX CAPITAL MANAGEMENT LLC reported RAUM down 94% ($5.60B -> $359.7M). IAPD ↗fund
$359.7M RAUM · 5 reps · (212) 386-5810 · spxcapital.com
M&A & valuationRecruiting & transitions
33
OLYMPUS PEAK ASSET MANAGEMENT LP reported RAUM down 49% ($1.26B -> $639.7M). IAPD ↗fund
$639.7M RAUM · 3 reps · 212-373-1195
M&A & valuationRecruiting & transitions
33
LEWIS & CLARK PARTNERS, LLC reported RAUM down 28% ($418.5M -> $302.0M). IAPD ↗fund
$302.0M RAUM · 27 reps · 314-392-5264
M&A & valuationRecruiting & transitions
33
9YARDS CAPITAL MANAGEMENT LP reported RAUM down 32% ($711.1M -> $483.2M). IAPD ↗fund
$483.2M RAUM · 6 reps · 424-371-6926 · 9yards.vc
M&A & valuationRecruiting & transitions
33
PELOTON EQUITY LLC reported RAUM down 29% ($611.5M -> $436.7M). IAPD ↗fund
$436.7M RAUM · 6 reps · 203-532-8011 · pelotonequity.com
M&A & valuationRecruiting & transitions
33
BAYMOUNT MANAGEMENT LP reported RAUM down 25% ($813.1M -> $608.2M). IAPD ↗fund
$608.2M RAUM · 3 reps · 305-847-9720 · baymount.com
M&A & valuationRecruiting & transitions
33
COMMONWEALTH ASSET MANAGEMENT LP reported RAUM down 40% ($1.51B -> $911.6M). IAPD ↗fund
$911.6M RAUM · 6 reps · 424-363-0170 · cwamgroup.com
M&A & valuationRecruiting & transitions
33
GUILD CAPITAL MANAGEMENT reported RAUM down 25% ($446.0M -> $332.3M). IAPD ↗fund
$332.3M RAUM · 6 reps · 3109230225 · guildcap.com
M&A & valuationRecruiting & transitions
33
INCEPTIONR LLC reported RAUM down 45% ($649.1M -> $359.9M). IAPD ↗fund
$359.9M RAUM · 3 reps · 650-799-2945
M&A & valuationRecruiting & transitions
33
ARMADILLO LITIGATION FUNDING LLC reported RAUM down 50% ($816.9M -> $405.2M). IAPD ↗fund
$405.2M RAUM · 6 reps · 713.861.7200 · armadillolf.com
M&A & valuationRecruiting & transitions
33
CORNER CAPITAL MANAGEMENT, LLC reported RAUM down 31% ($1.09B -> $749.8M). IAPD ↗fund
$749.8M RAUM · 4 reps · 732-740-4669 · cornerventures.com
M&A & valuationRecruiting & transitions
33
LTS ONE MANAGEMENT LP reported RAUM down 48% ($1.32B -> $693.0M). IAPD ↗fund
$693.0M RAUM · 4 reps · 646-860-0200 · lts-one.com
M&A & valuationRecruiting & transitions
33
WARWICK CAPITAL PARTNERS (US) LP reported RAUM down 66% ($1.26B -> $432.5M). IAPD ↗fund
$432.5M RAUM · 9 reps · 917-828-2630 · warwickcap.com
M&A & valuationRecruiting & transitions
30
OPPENHEIMERFUNDS INC reported RAUM down 30% ($281.6M -> $197.0M). IAPD ↗fund
$197.0M RAUM · 0 reps · 212-323-0200
M&A & valuationRecruiting & transitions
30
HIGHLAND CAPITAL MANAGEMENT, L.P. reported RAUM down 57% ($296.9M -> $126.7M). IAPD ↗fund
$126.7M RAUM · 6 reps · 972-628-4100 · highlandcapital.com
M&A & valuationRecruiting & transitions
30
BEAR STEARNS ASSET MANAGEMENT INC. reported RAUM down 73% ($64.1M -> $17.3M). IAPD ↗fund
$17.3M RAUM · 6 reps · 212-648-2772
M&A & valuationRecruiting & transitions
30
PRECEPT MANAGEMENT, LLC reported RAUM down 88% ($128.0M -> $15.7M). IAPD ↗fund
$15.7M RAUM · 3 reps · 214-880-7444 · preceptfund.com
M&A & valuationRecruiting & transitions
30
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC reported RAUM down 53% ($52.7M -> $25.0M). IAPD ↗fund
$25.0M RAUM · 1 reps · 212-730-2000 · mdsass.com
M&A & valuationRecruiting & transitions
30
SVOF/MM, LLC reported RAUM down 68% ($626.6M -> $203.5M). IAPD ↗fund
$203.5M RAUM · 19 reps · 310 566 1000
M&A & valuationRecruiting & transitions
30
ALBRIGHT CAPITAL MANAGEMENT LP reported RAUM down 31% ($346.2M -> $238.2M). IAPD ↗fund
$238.2M RAUM · 8 reps · 202-370-3500 · albrightcapital.com
M&A & valuationRecruiting & transitions
30
GS GAMMA ADVISORS, LLC reported RAUM down 36% ($309.2M -> $198.0M). IAPD ↗fund
$198.0M RAUM · 4 reps · 212-381-4169 · guggenheiminvestments.com
M&A & valuationRecruiting & transitions
30
VOYAGER MANAGEMENT, LLC reported RAUM down 40% ($265.1M -> $159.0M). IAPD ↗fund
$159.0M RAUM · 1 reps · 424-652-7070 · voyagermgt.com
M&A & valuationRecruiting & transitions
30
WESTCHESTER CAPITAL PARTNERS, LLC reported RAUM down 36% ($62.5M -> $39.9M). IAPD ↗fund
$39.9M RAUM · 0 reps · 914-741-5600 · virtus.com
M&A & valuationRecruiting & transitions
30
WOODBOURNE INVESTMENT MANAGEMENT LLC reported RAUM down 95% ($106.9M -> $5.1M). IAPD ↗fund
$5.1M RAUM · 2 reps · 303-413-1414
M&A & valuationRecruiting & transitions
30
ORTELIUS CAPITAL PARTNERS reported RAUM down 32% ($151.7M -> $102.9M). IAPD ↗fund
$102.9M RAUM · 1 reps · 917-595-5010 · orteliusinvestments.com
M&A & valuationRecruiting & transitions
30
MSRESS III MANAGER, L.L.C. reported RAUM down 28% ($67.2M -> $48.1M). IAPD ↗fund
$48.1M RAUM · 174 reps · 212-761-7160 · morganstanley.com
M&A & valuationRecruiting & transitions
30
OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC reported RAUM down 57% ($269.8M -> $116.3M). IAPD ↗fund
$116.3M RAUM · 0 reps · 212-668-8000
M&A & valuationRecruiting & transitions
30
CUMBERLAND HILL CAPITAL MANAGEMENT LLC reported RAUM down 48% ($57.8M -> $30.1M). IAPD ↗fund
$30.1M RAUM · 2 reps · 214-855-5335 · ironwoodfunding.com
M&A & valuationRecruiting & transitions
30
LUMINA FUND MANAGEMENT LLC reported RAUM down 98% ($373.8M -> $7.0M). IAPD ↗fund
$7.0M RAUM · 2 reps · 212-918-4645 · luminafund.com
M&A & valuationRecruiting & transitions
30
CARTICA MANAGEMENT, LLC reported RAUM down 100% ($444.8M -> $1.7M). IAPD ↗fund
$1.7M RAUM · 2 reps · 202-367-3015 · cartica.com
M&A & valuationRecruiting & transitions
30
EMPERY ASSET MANAGEMENT, LP reported RAUM down 30% ($195.2M -> $136.9M). IAPD ↗fund
$136.9M RAUM · 4 reps · 212-608-3300
M&A & valuationRecruiting & transitions
30
ANTIPODEAN ADVISORS LLC reported RAUM down 33% ($192.2M -> $129.0M). IAPD ↗fund
$129.0M RAUM · 1 reps · 212-339-5202
M&A & valuationRecruiting & transitions
30
GARRISON INVESTMENT GROUP LP reported RAUM down 79% ($935.6M -> $195.4M). IAPD ↗fund
$195.4M RAUM · 2 reps · 1-646-662-6004
M&A & valuationRecruiting & transitions
30
ARIAS RESOURCE CAPITAL MANAGEMENT LP reported RAUM down 33% ($263.4M -> $177.0M). IAPD ↗fund
$177.0M RAUM · 6 reps · 305-913-5402 · arc-fund.com
M&A & valuationRecruiting & transitions
30
GREENFIELD PARTNERS, LLC reported RAUM down 44% ($235.4M -> $132.3M). IAPD ↗fund
$132.3M RAUM · 2 reps · 203-354-5000 · greenfieldpartners.com
M&A & valuationRecruiting & transitions
30
SPECTRUM GROUP MANAGEMENT reported RAUM down 50% ($353.2M -> $177.1M). IAPD ↗fund
$177.1M RAUM · 3 reps · 212-687-9555 · spectrumgp.com
M&A & valuationRecruiting & transitions
30
MP RIA, LLC reported RAUM down 46% ($210.5M -> $113.1M). IAPD ↗fund
$113.1M RAUM · 8 reps · 303-773-0369 · millerglobal.com
M&A & valuationRecruiting & transitions
30
OPEN DOOR INVESTMENT MANAGEMENT LTD. reported RAUM down 48% ($281.9M -> $145.3M). IAPD ↗fund
$145.3M RAUM · 10 reps · (415) 766 5888 · odfund.com
M&A & valuationRecruiting & transitions
30
ALTUS CAPITAL PARTNERS, INC. reported RAUM down 27% ($238.1M -> $174.5M). IAPD ↗fund
$174.5M RAUM · 6 reps · 203-429-2000
M&A & valuationRecruiting & transitions
30
THREE BRIDGES CAPITAL, LP reported RAUM down 53% ($398.3M -> $186.0M). IAPD ↗fund
$186.0M RAUM · 5 reps · 212-523-9700 · threebridgescap.com
M&A & valuationRecruiting & transitions
30
TALL TREE INVESTMENT MANAGEMENT, LLC reported RAUM down 39% ($387.6M -> $235.3M). IAPD ↗fund
$235.3M RAUM · 6 reps · 312-224-7822 · talltreeim.com
M&A & valuationRecruiting & transitions
30
SILVERFERN CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($274.4M -> $204.1M). IAPD ↗fund
$204.1M RAUM · 6 reps · 203-542-2870
M&A & valuationRecruiting & transitions
30
B. RILEY CAPITAL MANAGEMENT reported RAUM down 41% ($342.1M -> $200.4M). IAPD ↗fund
$200.4M RAUM · 1 reps · 310-966-1444
M&A & valuationRecruiting & transitions
30
CONNECTIVE CAPITAL MANAGEMENT, LLC reported RAUM down 44% ($182.5M -> $102.9M). IAPD ↗fund
$102.9M RAUM · 3 reps · (650) 321-4545 · connectcap.com
M&A & valuationRecruiting & transitions
30
BLUEMAR CAPITAL MANAGEMENT, LLC reported RAUM down 53% ($260.7M -> $123.8M). IAPD ↗fund
$123.8M RAUM · 1 reps · 212-446-2400 · bluemarcapital.com
M&A & valuationRecruiting & transitions
30
EASTWARD CAPITAL PARTNERS, LLC reported RAUM down 65% ($470.6M -> $166.1M). IAPD ↗fund
$166.1M RAUM · 7 reps · 617-969-6700 · eastwardcp.com
M&A & valuationRecruiting & transitions
30
CORNWALL CAPITAL MANAGEMENT LP reported RAUM down 45% ($300.9M -> $164.0M). IAPD ↗fund
$164.0M RAUM · 5 reps · 646-502-8980 · cornwallcapital.com
M&A & valuationRecruiting & transitions
30
MORGENTHALER MANAGEMENT CORPORATION reported RAUM down 39% ($175.9M -> $106.7M). IAPD ↗fund
$106.7M RAUM · 9 reps · 650-388-7600 · morgenthaler.com
M&A & valuationRecruiting & transitions
30
GOODE PARTNERS LLC reported RAUM down 30% ($277.7M -> $194.9M). IAPD ↗fund
$194.9M RAUM · 6 reps · 646-722-9406 · goodepartners.com
M&A & valuationRecruiting & transitions
30
RIVO ALTO CAPITAL FUNDING LLC reported RAUM down 97% ($363.2M -> $12.1M). IAPD ↗fund
$12.1M RAUM · 2 reps · 305-512-1124 · rivoalto.com
M&A & valuationRecruiting & transitions
30
STRIDE CAPITAL GROUP, LP reported RAUM down 26% ($131.0M -> $96.6M). IAPD ↗fund
$96.6M RAUM · 3 reps · 203-569-8920 · stridecapital.com
M&A & valuationRecruiting & transitions
30
SIGHTLINE PARTNERS LLC reported RAUM down 26% ($185.7M -> $136.8M). IAPD ↗fund
$136.8M RAUM · 4 reps · 952-641-0300 · sightlinepartners.com
M&A & valuationRecruiting & transitions
30
PROPHET EQUITY MANAGEMENT LLC reported RAUM down 36% ($94.7M -> $61.1M). IAPD ↗fund
$61.1M RAUM · 5 reps · 817-898-1500 · prophetequity.com
M&A & valuationRecruiting & transitions
30
ROCKWOOD EQUITY PARTNERS LLC reported RAUM down 35% ($244.8M -> $160.0M). IAPD ↗fund
$160.0M RAUM · 2 reps · 216-342-1790
M&A & valuationRecruiting & transitions
30
BHZ CAPITAL MANAGEMENT, LP reported RAUM down 49% ($300.6M -> $153.0M). IAPD ↗fund
$153.0M RAUM · 4 reps · 408-998-5438 · bhzcapital.com
M&A & valuationRecruiting & transitions
30
UPWELLING CAPITAL GROUP LLC reported RAUM down 27% ($156.8M -> $115.2M). IAPD ↗fund
$115.2M RAUM · 6 reps · 530-758-7888 · upwellingcapital.com
M&A & valuationRecruiting & transitions
30
MARKETFIELD ASSET MANAGEMENT LLC reported RAUM down 30% ($220.6M -> $154.0M). IAPD ↗fund
$154.0M RAUM · 3 reps · 212-514-2350 · marketfieldfund.com
M&A & valuationRecruiting & transitions
30
CENTURY BRIDGE PARTNERS MANAGEMENT, LLC reported RAUM down 52% ($27.1M -> $13.0M). IAPD ↗fund
$13.0M RAUM · 8 reps · 817-437-9760 · centurybridge.com
M&A & valuationRecruiting & transitions
30
ARCADIA FUNDS reported RAUM down 36% ($364.5M -> $233.2M). IAPD ↗fund
$233.2M RAUM · 7 reps · 781.418.1049
M&A & valuationRecruiting & transitions
30
CANNON HILL INVESTMENT MANAGEMENT, LLC reported RAUM down 47% ($160.4M -> $84.3M). IAPD ↗fund
$84.3M RAUM · 13 reps · (212)-763-1440 · cannonhillcap.com
M&A & valuationRecruiting & transitions
30
NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC reported RAUM down 40% ($290.8M -> $173.4M). IAPD ↗fund
$173.4M RAUM · 5 reps · +55 (11) 5180-3311 · newfcap.com
M&A & valuationRecruiting & transitions
30
ENDURANT CAPITAL MANAGEMENT LP reported RAUM down 77% ($525.2M -> $120.6M). IAPD ↗fund
$120.6M RAUM · 2 reps · 650-539-5900
M&A & valuationRecruiting & transitions
30
MARLOWE PARTNERS LP reported RAUM down 51% ($110.0M -> $53.9M). IAPD ↗fund
$53.9M RAUM · 3 reps · 212-409-1100 · marlowepartners.com
M&A & valuationRecruiting & transitions
30
HATTERAS INVESTMENT PARTNERS, LP reported RAUM down 65% ($669.6M -> $235.9M). IAPD ↗fund
$235.9M RAUM · 4 reps · 919-846-2324 · hatterasinvestmentpartners.com
M&A & valuationRecruiting & transitions
30
SAGE ROCK CAPITAL MANAGEMENT LP reported RAUM down 78% ($393.7M -> $86.5M). IAPD ↗fund
$86.5M RAUM · 2 reps · 212-257-4859 · tx3sagerock.com
M&A & valuationRecruiting & transitions
30
LAW FINANCE GROUP MANAGEMENT COMPANY reported RAUM down 28% ($147.2M -> $105.4M). IAPD ↗fund
$105.4M RAUM · 10 reps · 415-446-2300
M&A & valuationRecruiting & transitions
30
GAMMA REAL ESTATE CAPITAL MANAGEMENT, INC. reported RAUM down 29% ($153.4M -> $108.5M). IAPD ↗fund
$108.5M RAUM · 2 reps · 212-922-0222 · gammarealestate.com
M&A & valuationRecruiting & transitions
30
CHICAGO CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($164.1M -> $120.9M). IAPD ↗fund
$120.9M RAUM · 3 reps · 312-374-9000 · chicagocapitalmanagement.com
M&A & valuationRecruiting & transitions
30
HARBOUR POINT CAPITAL reported RAUM down 74% ($825.3M -> $214.5M). IAPD ↗fund
$214.5M RAUM · 4 reps · 646-681-4600 · harbourpointcapital.com
M&A & valuationRecruiting & transitions
30
KORR ACQUISITIONS reported RAUM down 27% ($220.1M -> $161.4M). IAPD ↗fund
$161.4M RAUM · 1 reps · 855-567-7858 · korracquisitions.com
M&A & valuationRecruiting & transitions
30
JUNA EQUITY PARTNERS, LP reported RAUM down 35% ($238.5M -> $154.1M). IAPD ↗fund
$154.1M RAUM · 2 reps · 212-271-0250
M&A & valuationRecruiting & transitions
30
SPEYSIDE FUND ADVISERS LLC reported RAUM down 86% ($541.9M -> $77.6M). IAPD ↗fund
$77.6M RAUM · 4 reps · 855-233-5695 · speysideequity.com
M&A & valuationRecruiting & transitions
30
FINANCE OF AMERICA CAPITAL MANAGEMENT LLC reported RAUM down 100% ($268.8M -> $500,000). IAPD ↗fund
$500,000 RAUM · 0 reps · (651) 412-2042
M&A & valuationRecruiting & transitions
30
PANDION MINE FINANCE, LP reported RAUM down 26% ($168.8M -> $125.2M). IAPD ↗fund
$125.2M RAUM · 3 reps · (346)509-4955 · rivermet.com
M&A & valuationRecruiting & transitions
30
ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC reported RAUM down 29% ($227.7M -> $161.0M). IAPD ↗fund
$161.0M RAUM · 5 reps · 212.658.0732 · orthogon.partners
M&A & valuationRecruiting & transitions
30
PRESCOTT ADVISORS, LLC reported RAUM down 25% ($313.5M -> $234.1M). IAPD ↗fund
$234.1M RAUM · 23 reps · (214) 750-0009 · prescottgroup.com
M&A & valuationRecruiting & transitions
30
NEO IVY CAPITAL MANAGEMENT, LLC reported RAUM down 57% ($186.9M -> $79.9M). IAPD ↗fund
$79.9M RAUM · 7 reps · 646-389-9813 · neoivycapital.com
M&A & valuationRecruiting & transitions
30
PHORCYS CAPITAL PARTNERS, LLC reported RAUM down 40% ($174.6M -> $105.0M). IAPD ↗fund
$105.0M RAUM · 5 reps · 770-777-9373 · phorcyscp.com
M&A & valuationRecruiting & transitions
30
GRP ROYALTY HOLDINGS LLC reported RAUM down 92% ($1.23B -> $99.0M). IAPD ↗fund
$99.0M RAUM · 3 reps · 214-378-3710 · grpenergycap.com
M&A & valuationRecruiting & transitions
30
MERIT FUND ADVISORS reported RAUM down 44% ($338.4M -> $188.6M). IAPD ↗fund
$188.6M RAUM · 13 reps · (205) 313-4809
M&A & valuationRecruiting & transitions
30
THAMES CAPITAL MANAGEMENT, LLC reported RAUM down 45% ($418.6M -> $231.4M). IAPD ↗fund
$231.4M RAUM · 3 reps · 973-200-6725 · thamescapitalmanagement.com
M&A & valuationRecruiting & transitions
30
VAZIRANI ASSET MANAGEMENT LLC reported RAUM down 37% ($125.7M -> $79.0M). IAPD ↗fund
$79.0M RAUM · 4 reps · 646-450-8875 · vaziranifund.com
M&A & valuationRecruiting & transitions
30
FARADAY CAPITAL, L.P. reported RAUM down 86% ($471.2M -> $64.6M). IAPD ↗fund
$64.6M RAUM · 3 reps · (916) 251 7146 · faradaycap.com
M&A & valuationRecruiting & transitions
30
AREX CAPITAL MANAGEMENT, LP reported RAUM down 60% ($337.8M -> $133.9M). IAPD ↗fund
$133.9M RAUM · 3 reps · 646-679-4000 · arexcapital.com
M&A & valuationRecruiting & transitions
30
INHERENT GROUP, LP reported RAUM down 81% ($990.1M -> $186.8M). IAPD ↗fund
$186.8M RAUM · 5 reps · 646-494-0202 · inherentgroup.com
M&A & valuationRecruiting & transitions
30
ISLET MANAGEMENT, LP reported RAUM down 79% ($138.0M -> $28.8M). IAPD ↗fund
$28.8M RAUM · 4 reps · 212-381-1990 · isletcapital.com
M&A & valuationRecruiting & transitions
30
ONE01 CAPITAL, L.P. reported RAUM down 50% ($331.6M -> $165.8M). IAPD ↗fund
$165.8M RAUM · 4 reps · 628-800-4456 · one01cap.com
M&A & valuationRecruiting & transitions
30
ARTIST CAPITAL MANAGEMENT LLC reported RAUM down 37% ($361.5M -> $227.7M). IAPD ↗fund
$227.7M RAUM · 4 reps · 212-218-7632 · artistcapital.com
M&A & valuationRecruiting & transitions
30
AIGEN INVESTMENT MANAGEMENT, LP reported RAUM down 82% ($957.9M -> $174.4M). IAPD ↗fund
$174.4M RAUM · 7 reps · 917 210 0860 · aigen-im.com
M&A & valuationRecruiting & transitions
30
LONGVIEW INNOVATION CORP. reported RAUM down 39% ($205.7M -> $125.1M). IAPD ↗fund
$125.1M RAUM · 5 reps · 302-526-1610 · longviewinnovation.com
M&A & valuationRecruiting & transitions
30
WHITNEY PEAK CAPITAL, LP reported RAUM down 32% ($218.1M -> $147.6M). IAPD ↗fund
$147.6M RAUM · 3 reps · 617-646-4740
M&A & valuationRecruiting & transitions
30
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC reported RAUM down 63% ($208.9M -> $76.3M). IAPD ↗fund
$76.3M RAUM · 2 reps · 754-216-9588 · cannonfund.com
M&A & valuationRecruiting & transitions
30
ACORN CAPITAL ADVISORS, LLC reported RAUM down 44% ($442.5M -> $246.6M). IAPD ↗fund
$246.6M RAUM · 5 reps · 212 299-4777 · acornbioventures.com
M&A & valuationRecruiting & transitions
30
PARTICIPANT CAPITAL reported RAUM down 34% ($239.6M -> $159.1M). IAPD ↗fund
$159.1M RAUM · 2 reps · 800-581-7227
M&A & valuationRecruiting & transitions
30
DELTA CAPITAL PARTNERS MANAGEMENT LLC reported RAUM down 30% ($120.9M -> $85.0M). IAPD ↗fund
$85.0M RAUM · 5 reps · 312-414-0859
M&A & valuationRecruiting & transitions
30
BLUE WATER LIFE SCIENCE ADVISORS, LP reported RAUM down 31% ($231.4M -> $160.2M). IAPD ↗fund
$160.2M RAUM · 3 reps · (415) 720-3006 · bluewaterlifescienceadvisors.com
M&A & valuationRecruiting & transitions
30
RTC PARTNERS reported RAUM down 69% ($665.6M -> $209.0M). IAPD ↗fund
$209.0M RAUM · 4 reps · 347-782-3003
M&A & valuationRecruiting & transitions
30
ARCTIS GLOBAL LLC reported RAUM down 79% ($789.0M -> $165.0M). IAPD ↗fund
$165.0M RAUM · 1 reps · +44 0 20 3995 1875 · arctisglobal.com
M&A & valuationRecruiting & transitions
30
EDGE FOCUS CAPITAL MANAGEMENT, LLC reported RAUM down 50% ($300.8M -> $151.3M). IAPD ↗fund
$151.3M RAUM · 4 reps · 312-725-8901 · edgefocuspartners.com
M&A & valuationRecruiting & transitions
30
GTS ASSET MANAGEMENT LP reported RAUM down 26% ($100.9M -> $74.9M). IAPD ↗fund
$74.9M RAUM · 3 reps · 212-715-2830 · gtsx.com
M&A & valuationRecruiting & transitions
30
FLIGHT DECK CAPITAL, LP reported RAUM down 31% ($331.9M -> $227.6M). IAPD ↗fund
$227.6M RAUM · 4 reps · 415-728-9037 · flightdeckcap.com
M&A & valuationRecruiting & transitions
30
SOUTH HARBOR MANAGEMENT LLC reported RAUM down 61% ($141.5M -> $55.7M). IAPD ↗fund
$55.7M RAUM · 1 reps · 603-407-0559
M&A & valuationRecruiting & transitions
30
US INFRAVEST MANAGERS LP reported RAUM down 44% ($210.5M -> $118.8M). IAPD ↗fund
$118.8M RAUM · 3 reps · 212-201-2392
M&A & valuationRecruiting & transitions
30
PRCE MANAGEMENT LLC reported RAUM down 78% ($174.6M -> $38.0M). IAPD ↗fund
$38.0M RAUM · 3 reps · 770-777-9373
M&A & valuationRecruiting & transitions
30
CW INSTITUTIONAL, LLC reported RAUM down 28% ($40.8M -> $29.4M). IAPD ↗fund
$29.4M RAUM · 2 reps · 239-434-7434
M&A & valuationRecruiting & transitions
30
EM ADVISOR reported RAUM down 56% ($339.7M -> $150.5M). IAPD ↗fund
$150.5M RAUM · 14 reps · 646-844-9918
M&A & valuationRecruiting & transitions
30
SKY CREEK CAPITAL MANAGEMENT reported RAUM down 62% ($84.2M -> $31.6M). IAPD ↗fund
$31.6M RAUM · 1 reps · (312)961-7577 · skycreekcap.com
M&A & valuationRecruiting & transitions
30
AP CAPITAL DELAWARE LLC reported RAUM down 34% ($162.5M -> $107.7M). IAPD ↗fund
$107.7M RAUM · 1 reps · 929-354-3757 · apcapitalinvestment.com
M&A & valuationRecruiting & transitions
30
REPERTOIRE PARTNERS LP reported RAUM down 50% ($214.0M -> $106.1M). IAPD ↗fund
$106.1M RAUM · 3 reps · 415-677-7050
M&A & valuationRecruiting & transitions
30
ASTEROZOA MANAGEMENT reported RAUM down 78% ($482.8M -> $106.0M). IAPD ↗fund
$106.0M RAUM · 3 reps · 858-692-8461 · asterozoacapital.com
M&A & valuationRecruiting & transitions
30
VELVET SEA VENTURES reported RAUM down 31% ($300.8M -> $206.2M). IAPD ↗fund
$206.2M RAUM · 7 reps · 248-594-4751
M&A & valuationRecruiting & transitions
30
TACTICAL INFRASTRUCTURE PARTNERS reported RAUM down 50% ($172.6M -> $86.3M). IAPD ↗fund
$86.3M RAUM · 4 reps · 315-388-8802 · tacticalinfra.com
M&A & valuationRecruiting & transitions
30
SHIMA CAPITAL MANAGEMENT LLC reported RAUM down 31% ($228.4M -> $158.6M). IAPD ↗fund
$158.6M RAUM · 8 reps · 310-819-1366 · shima.capital
M&A & valuationRecruiting & transitions
30
UNLIMITED reported RAUM down 38% ($68.0M -> $42.5M). IAPD ↗fund
$42.5M RAUM · 2 reps · 617-233-7280 · unlimitedfunds.com
M&A & valuationRecruiting & transitions
30
NVERSES CAPITAL, LLC reported RAUM down 31% ($196.0M -> $134.4M). IAPD ↗fund
$134.4M RAUM · 3 reps · 561-234-0766
M&A & valuationRecruiting & transitions
30
VIZCAYA CAPITAL PARTNERS LLC reported RAUM down 28% ($121.3M -> $87.9M). IAPD ↗fund
$87.9M RAUM · 3 reps · 305-602-5725
M&A & valuationRecruiting & transitions
20
APS ASSET MANAGEMENT PTE LTD reported RAUM down 37% ($2.45B -> $1.54B). IAPD ↗foreign
$1.54B RAUM · 15 reps · 65-6333-8600 · aps.com.sg
M&A & valuationRecruiting & transitions
20
INVESCO ASSET MANAGEMENT LTD. reported RAUM down 31% ($155.20B -> $107.44B). IAPD ↗foreign
$107.44B RAUM · 246 reps · 441491417000 · invesco.com
M&A & valuationRecruiting & transitions
20
TT INTERNATIONAL reported RAUM down 28% ($8.06B -> $5.82B). IAPD ↗foreign
$5.82B RAUM · 22 reps · 00 44 20 7509 1000
M&A & valuationRecruiting & transitions
20
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY reported RAUM down 52% ($25.61B -> $12.24B). IAPD ↗foreign
$12.24B RAUM · 34 reps · 65-6834 6800 · morganstanley.com
M&A & valuationRecruiting & transitions
20
ASPECT CAPITAL LIMITED reported RAUM down 42% ($5.87B -> $3.42B). IAPD ↗foreign
$3.42B RAUM · 61 reps · 442071709700 · aspectcapital.com
M&A & valuationRecruiting & transitions
20
GENESIS INVESTMENT MANAGEMENT, LLP reported RAUM down 55% ($7.56B -> $3.41B). IAPD ↗foreign
$3.41B RAUM · 8 reps · +44 2072017200 · giml.co.uk
M&A & valuationRecruiting & transitions
20
DWS INVESTMENTS HONG KONG LIMITED reported RAUM down 46% ($6.35B -> $3.45B). IAPD ↗foreign
$3.45B RAUM · 20 reps · 852-2203-8888 · dws.com
M&A & valuationRecruiting & transitions
20
ABRDN CAPITAL PARTNERS LLP reported RAUM down 33% ($5.83B -> $3.91B). IAPD ↗foreign
$3.91B RAUM · 17 reps · 011 44 131 225 2345 · abrdn.com
M&A & valuationRecruiting & transitions
20
ONEX CANADA ASSET MANAGEMENT INC. reported RAUM down 64% ($6.04B -> $2.19B). IAPD ↗foreign
$2.19B RAUM · 16 reps · 416-681-6000 · onex.com
M&A & valuationRecruiting & transitions
20
TOBAM reported RAUM down 26% ($4.76B -> $3.52B). IAPD ↗foreign
$3.52B RAUM · 17 reps · 33 1 53 23 41 51
M&A & valuationRecruiting & transitions
20
ZEAL ASSET MANAGEMENT LIMITED reported RAUM down 33% ($1.80B -> $1.22B). IAPD ↗foreign
$1.22B RAUM · 17 reps · 85236269700 · zealasset.com
M&A & valuationRecruiting & transitions
20
ALPINVEST PARTNERS B.V. reported RAUM down 40% ($63.37B -> $38.01B). IAPD ↗foreign
$38.01B RAUM · 92 reps · 31-20-540-7575
M&A & valuationRecruiting & transitions
20
36 SOUTH CAPITAL ADVISORS LLP reported RAUM down 35% ($1.89B -> $1.23B). IAPD ↗foreign
$1.23B RAUM · 8 reps · -6181
M&A & valuationRecruiting & transitions
20
RED CLIFF ASSET MANAGEMENT LIMITED reported RAUM down 28% ($2.73B -> $1.96B). IAPD ↗foreign
$1.96B RAUM · 18 reps · +852 3468 6173
M&A & valuationRecruiting & transitions
20
GMO SINGAPORE PTE. LIMITED reported RAUM down 30% ($3.25B -> $2.28B). IAPD ↗foreign
$2.28B RAUM · 6 reps · (65) 6532-0346 · gmo.com
M&A & valuationRecruiting & transitions
20
RV CAPITAL MANAGEMENT PRIVATE LTD reported RAUM down 37% ($2.42B -> $1.52B). IAPD ↗foreign
$1.52B RAUM · 17 reps · -13761 · rvcapital.com
M&A & valuationRecruiting & transitions
20
PGIM REAL ESTATE (UK) LIMITED reported RAUM down 57% ($6.98B -> $3.00B). IAPD ↗foreign
$3.00B RAUM · 48 reps · +44 (0) 207 766 2400
M&A & valuationRecruiting & transitions
20
SYSTEMATICA INVESTMENTS LIMITED reported RAUM down 39% ($36.31B -> $22.26B). IAPD ↗foreign
$22.26B RAUM · 0 reps · 44(0)1534 841 090 · systematica.com
M&A & valuationRecruiting & transitions
20
FIRST SENTIER INVESTORS (HONG KONG) LIMITED reported RAUM down 34% ($37.21B -> $24.45B). IAPD ↗foreign
$24.45B RAUM · 16 reps · +852 2846-7555 · firstsentierinvestors.com
M&A & valuationRecruiting & transitions
20
GULF INTERNATIONAL BANK (UK) LIMITED reported RAUM down 35% ($9.42B -> $6.10B). IAPD ↗foreign
$6.10B RAUM · 18 reps · +44 207259 3456
M&A & valuationRecruiting & transitions
20
LYNX ASSET MANAGEMENT AB reported RAUM down 50% ($3.53B -> $1.76B). IAPD ↗foreign
$1.76B RAUM · 49 reps · 0046 8 663 3360 · lynxhedge.se
M&A & valuationRecruiting & transitions
20
GREEN COURT CAPITAL MANAGEMENT LIMITED reported RAUM down 37% ($8.66B -> $5.44B). IAPD ↗foreign
$5.44B RAUM · 23 reps · 852 3896 6700
M&A & valuationRecruiting & transitions
20
ALPSTONE CAPITAL (SUISSE) S.A. reported RAUM down 35% ($2.29B -> $1.48B). IAPD ↗foreign
$1.48B RAUM · 7 reps · 41223179761 · alpstonecapital.com
M&A & valuationRecruiting & transitions
20
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD reported RAUM down 39% ($36.31B -> $22.26B). IAPD ↗foreign
$22.26B RAUM · 3 reps · 65 6704 5280
M&A & valuationRecruiting & transitions
20
SYSTEMATICA INVESTMENTS UK LLP reported RAUM down 39% ($36.31B -> $22.26B). IAPD ↗foreign
$22.26B RAUM · 7 reps · 44 2031805700
M&A & valuationRecruiting & transitions
20
SYSTEMATICA INVESTMENTS GP LIMITED reported RAUM down 39% ($36.31B -> $22.26B). IAPD ↗foreign
$22.26B RAUM · 20 reps · 441534841090
M&A & valuationRecruiting & transitions
20
ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED reported RAUM down 32% ($22.46B -> $15.23B). IAPD ↗foreign
$15.23B RAUM · 63 reps · 852-2238-8888 · hk.allianzgi.com
M&A & valuationRecruiting & transitions
20
HAZELVIEW SECURITIES INC. reported RAUM down 50% ($3.34B -> $1.68B). IAPD ↗foreign
$1.68B RAUM · 8 reps · 1.888.949.8439 · hazelview.com
M&A & valuationRecruiting & transitions
20
MANIYAR CAPITAL ADVISORS UK LTD. reported RAUM down 77% ($6.50B -> $1.52B). IAPD ↗foreign
$1.52B RAUM · 14 reps · +44 203 994 1828 · maniyar.com
M&A & valuationRecruiting & transitions
18
SECTORAL ASSET MANAGEMENT INC. reported RAUM down 35% ($873.8M -> $567.3M). IAPD ↗foreign
$567.3M RAUM · 14 reps · 514-849-8777
M&A & valuationRecruiting & transitions
18
INCOME PARTNERS ASSET MANAGEMENT (HK) LIMITED reported RAUM down 33% ($547.0M -> $368.3M). IAPD ↗foreign
$368.3M RAUM · 7 reps · 852 2169 2100 · incomepartners.com
M&A & valuationRecruiting & transitions
18
SPROTT ASSET MANAGEMENT LP reported RAUM down 96% ($19.87B -> $792.1M). IAPD ↗foreign
$792.1M RAUM · 10 reps · 416-943-8099
M&A & valuationRecruiting & transitions
18
FORMULA GROWTH LIMITED reported RAUM down 29% ($583.7M -> $416.8M). IAPD ↗foreign
$416.8M RAUM · 7 reps · 514-288-5136 · formulagrowth.com
M&A & valuationRecruiting & transitions
18
CRYSTAL ASSET MANAGEMENT AG reported RAUM down 41% ($507.2M -> $299.2M). IAPD ↗foreign
$299.2M RAUM · 3 reps · +41 44 389 11 22 · cr-am.ch
M&A & valuationRecruiting & transitions
18
CHANAKYA CAPITAL PARTNERS reported RAUM down 29% ($535.9M -> $380.0M). IAPD ↗foreign
$380.0M RAUM · 2 reps · -1915
M&A & valuationRecruiting & transitions
18
GRATICULE ASIA MACRO ADVISORS LLC reported RAUM down 90% ($2.79B -> $270.6M). IAPD ↗foreign
$270.6M RAUM · 3 reps · 65-6671-2500 · gama.com
M&A & valuationRecruiting & transitions
18
RAYS CAPITAL PARTNERS LIMITED reported RAUM down 31% ($682.0M -> $472.4M). IAPD ↗foreign
$472.4M RAUM · 20 reps · 852 3973 6700 · rayscapital.com
M&A & valuationRecruiting & transitions
18
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. reported RAUM down 90% ($2.78B -> $270.6M). IAPD ↗foreign
$270.6M RAUM · 3 reps · 65-6671-2500 · gama.com
M&A & valuationRecruiting & transitions
18
WILLING CAPITAL MANAGEMENT LIMITED reported RAUM down 32% ($1.12B -> $766.3M). IAPD ↗foreign
$766.3M RAUM · 7 reps · +852 39791800
M&A & valuationRecruiting & transitions
18
ABRDN PRIVATE EQUITY (EUROPE) LIMITED reported RAUM down 74% ($2.35B -> $606.8M). IAPD ↗foreign
$606.8M RAUM · 23 reps · 011 44 131 245 0055
M&A & valuationRecruiting & transitions
15
IKOS CIF LIMITED reported RAUM down 26% ($48.9M -> $36.2M). IAPD ↗foreign
$36.2M RAUM · 2 reps · -6938 · ikos.com.cy
M&A & valuationRecruiting & transitions
15
OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED reported RAUM down 65% ($656.6M -> $229.5M). IAPD ↗foreign
$229.5M RAUM · 4 reps · +27 21 509 5022 · oldmutual.co.za
M&A & valuationRecruiting & transitions
15
THE PACIFIC GROUP LIMITED reported RAUM down 52% ($64.2M -> $31.1M). IAPD ↗foreign
$31.1M RAUM · 2 reps · 852 2810 1399 · pacgrp.com
M&A & valuationRecruiting & transitions
15
ALVEO WEALTH MANAGEMENT, LLC reported RAUM down 97% ($243.1M -> $6.9M). IAPD ↗foreign
$6.9M RAUM · 3 reps · 561 371 0135
M&A & valuationRecruiting & transitions
15
GOLDEN EAGLE CAPITAL ADVISORS, INC. reported RAUM down 30% ($47.4M -> $33.3M). IAPD ↗foreign
$33.3M RAUM · 2 reps · 97144484674
M&A & valuationRecruiting & transitions
15
NEO-CRITERION CAPITAL LIMITED reported RAUM down 97% ($1.25B -> $35.9M). IAPD ↗foreign
$35.9M RAUM · 7 reps · +65 96632931 · neo-criterion.com
M&A & valuationRecruiting & transitions
15
JASPER CAPITAL HONG KONG LIMITED reported RAUM down 77% ($512.1M -> $119.3M). IAPD ↗foreign
$119.3M RAUM · 3 reps · -26660005 · jasperhk.com
M&A & valuationRecruiting & transitions
15
ORMONDE USA LLC reported RAUM down 46% ($155.2M -> $84.5M). IAPD ↗foreign
$84.5M RAUM · 3 reps · +44 20 4524 3210 · ormondepartners.com
M&A & valuationRecruiting & transitions
15
SKYBOUND WEALTH MANAGEMENT USA, LLC reported RAUM down 85% ($235.2M -> $36.0M). IAPD ↗foreign
$36.0M RAUM · 5 reps · 0044 (0)207 183 3505
M&A & valuationRecruiting & transitions
aum crossed 500m — 446 Regulatory AUM crossed $500M.
70
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. crossed $500M in regulatory AUM ($395.9M -> $742.2M). IAPD ↗
$742.2M RAUM · 100 reps · 319-447-5700 · berthel.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALLIANCE ADVISORY & SECURITIES, LLC crossed $500M in regulatory AUM ($454.4M -> $608.4M). IAPD ↗
$608.4M RAUM · 16 reps · 805-371-8020 · allianceadvisory.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SANDERS MORRIS LLC crossed $500M in regulatory AUM ($492.3M -> $819.9M). IAPD ↗
$819.9M RAUM · 13 reps · 713-224-3100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COKER & PALMER crossed $500M in regulatory AUM ($136.8M -> $791.5M). IAPD ↗
$791.5M RAUM · 10 reps · 601-354-0860 · cokerpalmer.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROGAN & ASSOCIATES crossed $500M in regulatory AUM ($286.0M -> $586.2M). IAPD ↗
$586.2M RAUM · 10 reps · 727-712-3400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CLUNE & ASSOCIATES crossed $500M in regulatory AUM ($433.7M -> $582.7M). IAPD ↗
$582.7M RAUM · 4 reps · (312) 644-6040 · clune.biz
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LAWSON KROEKER INVESTMENT MANAGEMENT INC crossed $500M in regulatory AUM ($397.3M -> $623.8M). IAPD ↗
$623.8M RAUM · 5 reps · 402-392-2606 · lkfunds.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
JENTNER WEALTH MANAGEMENT crossed $500M in regulatory AUM ($481.1M -> $522.6M). IAPD ↗
$522.6M RAUM · 5 reps · 330-668-1000 · jentnerglobalmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SCOTT & SELBER, INC. CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($452.3M -> $513.9M). IAPD ↗
$513.9M RAUM · 2 reps · 713-850-1717
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PVG ASSET MANAGEMENT CORP crossed $500M in regulatory AUM ($350.7M -> $500.4M). IAPD ↗
$500.4M RAUM · 3 reps · 303-526-0548 · pvgassetmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COMPASS WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($461.3M -> $542.1M). IAPD ↗
$542.1M RAUM · 4 reps · 203-453-7000 · compasswealthmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOLDERNESS INVESTMENTS CO crossed $500M in regulatory AUM ($346.7M -> $510.8M). IAPD ↗
$510.8M RAUM · 4 reps · 336-574-1400 · holdernessinvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LK&A INVESTMENT COUNSEL crossed $500M in regulatory AUM ($440.6M -> $509.6M). IAPD ↗
$509.6M RAUM · 2 reps · 626/449-9500 · lkainvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CAPITAL RESOURCE MANAGEMENT,INC. crossed $500M in regulatory AUM ($492.0M -> $532.9M). IAPD ↗
$532.9M RAUM · 2 reps · 847-948-1700 · crminvest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HFR WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($465.1M -> $513.3M). IAPD ↗
$513.3M RAUM · 4 reps · 518-346-8189
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HARTLINE INVESTMENT CORPORATION crossed $500M in regulatory AUM ($497.2M -> $659.3M). IAPD ↗
$659.3M RAUM · 3 reps · 312-726-5703 · hartlineinv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRUST ADVISORY GROUP LTD crossed $500M in regulatory AUM ($499.7M -> $560.4M). IAPD ↗
$560.4M RAUM · 41 reps · 781-933-6100 · coromandelwm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASPYRE WEALTH PARTNERS crossed $500M in regulatory AUM ($468.4M -> $534.8M). IAPD ↗
$534.8M RAUM · 11 reps · 913-345-1881
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WHELAN FINANCIAL crossed $500M in regulatory AUM ($453.1M -> $568.8M). IAPD ↗
$568.8M RAUM · 7 reps · 559-228-8002 · whelanfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KUTSCHER BENNER BARSNESS & STEVENS, INC. crossed $500M in regulatory AUM ($436.0M -> $513.2M). IAPD ↗
$513.2M RAUM · 6 reps · 206-462-6100 · krbfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. crossed $500M in regulatory AUM ($421.2M -> $511.1M). IAPD ↗
$511.1M RAUM · 8 reps · 508-471-4431 · white-lighthouse.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SEMPER AUGUSTUS INVESTMENTS GROUP LLC crossed $500M in regulatory AUM ($477.2M -> $597.2M). IAPD ↗
$597.2M RAUM · 2 reps · 303-893-1214
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PARAGON CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($451.2M -> $545.0M). IAPD ↗
$545.0M RAUM · 6 reps · 913-451-2254
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FINANCIAL ALTERNATIVES, INC. crossed $500M in regulatory AUM ($459.0M -> $507.1M). IAPD ↗
$507.1M RAUM · 5 reps · 858-459-8289 · financialalternatives.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GUGGENHEIM INVESTMENT ADVISORS, LLC crossed $500M in regulatory AUM ($391.6M -> $876.5M). IAPD ↗
$876.5M RAUM · 10 reps · 866-285-3655 · guggenheimpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MARIETTA INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($481.9M -> $535.6M). IAPD ↗
$535.6M RAUM · 4 reps · 414-289-9080 · mariettallc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
JOHN E. SESTINA AND COMPANY crossed $500M in regulatory AUM ($451.1M -> $547.0M). IAPD ↗
$547.0M RAUM · 12 reps · 614.326.3077 · managingtobewealthy.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HIGH FALLS ADVISORS, INC. crossed $500M in regulatory AUM ($451.4M -> $520.6M). IAPD ↗
$520.6M RAUM · 11 reps · 585-935-5300 · highfallsadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NORTHEAST ADVISERS, INC. crossed $500M in regulatory AUM ($489.3M -> $517.1M). IAPD ↗
$517.1M RAUM · 4 reps · 610-240-7955 · northeastadvisers.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KAYE CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($488.5M -> $668.7M). IAPD ↗
$668.7M RAUM · 3 reps · 310-207-5293
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KIELY WEALTH ADVISORY GROUP, INC. crossed $500M in regulatory AUM ($416.0M -> $525.0M). IAPD ↗
$525.0M RAUM · 3 reps · 252-439-1888 · thekielygroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BEAM WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($499.2M -> $577.4M). IAPD ↗
$577.4M RAUM · 17 reps · 985-893-1440
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OARSMAN CAPITAL, INC crossed $500M in regulatory AUM ($440.0M -> $703.3M). IAPD ↗
$703.3M RAUM · 10 reps · 414-221-0081 · oarsman.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BARD FINANCIAL SERVICES, INC. crossed $500M in regulatory AUM ($494.0M -> $573.0M). IAPD ↗
$573.0M RAUM · 3 reps · 203-481-7676 · bardfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KNIGHTSBRIDGE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($491.2M -> $643.7M). IAPD ↗
$643.7M RAUM · 5 reps · 949-644-4444 · knightsb.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LEELYN SMITH, LLC crossed $500M in regulatory AUM ($466.1M -> $603.4M). IAPD ↗
$603.4M RAUM · 17 reps · 630-232-8995
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIRST FIDUCIARY INVESTMENT COUNSEL INC crossed $500M in regulatory AUM ($489.3M -> $502.0M). IAPD ↗
$502.0M RAUM · 3 reps · 216-643-9100 · firstfiduciary.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INTEGRIS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($488.3M -> $573.9M). IAPD ↗
$573.9M RAUM · 7 reps · 831-333-1717
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MORLING FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($485.6M -> $607.0M). IAPD ↗
$607.0M RAUM · 12 reps · 844-667-5464 · morlingadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MONUMENT GROUP WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($429.4M -> $535.6M). IAPD ↗
$535.6M RAUM · 3 reps · 978-369-7705 · monumentgroupwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EPSILON FINANCIAL GROUP, INC. crossed $500M in regulatory AUM ($466.0M -> $559.0M). IAPD ↗
$559.0M RAUM · 5 reps · 707-428-5500 · epsilonfg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NEUMANN CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($443.9M -> $506.2M). IAPD ↗
$506.2M RAUM · 4 reps · 650-548-9200 · neumanncm.portal.tamaracinc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DAVIDSON CAPITAL MANAGEMENT, INC crossed $500M in regulatory AUM ($401.2M -> $503.1M). IAPD ↗
$503.1M RAUM · 3 reps · 361-906-0070 · davidsoncap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CENTURY MANAGEMENT FINANCIAL ADVISORS crossed $500M in regulatory AUM ($461.4M -> $500.5M). IAPD ↗
$500.5M RAUM · 11 reps · 512-329-0050 · cmadvisorsfunds.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PARKER INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($413.7M -> $536.4M). IAPD ↗
$536.4M RAUM · 2 reps · 650-326-0387 · parkerinvest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STRATEGIC PLANNING GROUP crossed $500M in regulatory AUM ($431.8M -> $513.8M). IAPD ↗
$513.8M RAUM · 5 reps · 801-627-2200 · spgutah.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LAUTERBACH FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($485.9M -> $549.9M). IAPD ↗
$549.9M RAUM · 4 reps · 915-544-6950 · lfa-ia.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DISCIPLINED INVESTORS, L.L.C. crossed $500M in regulatory AUM ($458.4M -> $577.3M). IAPD ↗
$577.3M RAUM · 6 reps · 254-265-7410
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE GOFF FINANCIAL GROUP crossed $500M in regulatory AUM ($420.3M -> $500.9M). IAPD ↗
$500.9M RAUM · 4 reps · 713-850-8900 · matthewgoff.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ELEMENT WEALTH, LLC crossed $500M in regulatory AUM ($449.6M -> $549.8M). IAPD ↗
$549.8M RAUM · 3 reps · 601-957-6006 · myelementwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BW & ASSOCIATES, INC. crossed $500M in regulatory AUM ($442.6M -> $523.4M). IAPD ↗
$523.4M RAUM · 2 reps · 714-998-2077 · bwandassociatesinc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FREEGULLIVER, LLC crossed $500M in regulatory AUM ($465.3M -> $548.3M). IAPD ↗
$548.3M RAUM · 8 reps · 504-899-0300 · freegulliver.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CAPITAL ADVISERS, INC. crossed $500M in regulatory AUM ($360.0M -> $560.0M). IAPD ↗
$560.0M RAUM · 3 reps · 919-865-1930 · capitaladvisersinc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LOUNTZIS ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($415.3M -> $504.5M). IAPD ↗
$504.5M RAUM · 3 reps · (610) 375-2585 · lountzis.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NAVALIGN, LLC crossed $500M in regulatory AUM ($438.7M -> $553.7M). IAPD ↗
$553.7M RAUM · 7 reps · 818-728-4500 · navalign.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GERBER, LLC crossed $500M in regulatory AUM ($396.4M -> $502.8M). IAPD ↗
$502.8M RAUM · 5 reps · 614-431-4343
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PATTON WEALTH ADVISORS crossed $500M in regulatory AUM ($438.0M -> $593.6M). IAPD ↗
$593.6M RAUM · 1 reps · 214-234-9900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KLAAS FINANCIAL ASSET ADVISORS, LLC. crossed $500M in regulatory AUM ($478.3M -> $568.6M). IAPD ↗
$568.6M RAUM · 12 reps · 815-877-8440 · klaasfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALTRIUS CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($458.5M -> $586.5M). IAPD ↗
$586.5M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC crossed $500M in regulatory AUM ($491.8M -> $571.8M). IAPD ↗
$571.8M RAUM · 8 reps · 317-552-0505
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIFTH AVENUE FAMILY OFFICE crossed $500M in regulatory AUM ($190.7M -> $633.4M). IAPD ↗
$633.4M RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FINANCIAL PLANS & STRATEGIES, INC. crossed $500M in regulatory AUM ($431.3M -> $549.9M). IAPD ↗
$549.9M RAUM · 4 reps · 317-882-7675 · finplans.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
JVL WEALTH STRATEGIES crossed $500M in regulatory AUM ($431.7M -> $552.7M). IAPD ↗
$552.7M RAUM · 6 reps · 616-261-2800 · jvlwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PURKISS CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($452.6M -> $514.2M). IAPD ↗
$514.2M RAUM · 3 reps · (203) 431-5862 · pcapadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LUNT CAPITAL MANAGEMENT INC. crossed $500M in regulatory AUM ($466.6M -> $521.1M). IAPD ↗
$521.1M RAUM · 3 reps · 801-503-3035 · luntcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KELLEHER FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($470.7M -> $573.6M). IAPD ↗
$573.6M RAUM · 8 reps · 212-709-9400 · kf-advisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FOUNDATION WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($478.0M -> $525.1M). IAPD ↗
$525.1M RAUM · 3 reps · 314-726-6789 · fwmria.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOPWOOD FINANCIAL SERVICES, INC. crossed $500M in regulatory AUM ($486.3M -> $548.1M). IAPD ↗
$548.1M RAUM · 6 reps · 703-787-0008 · hopwoodfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FRANCIS FINANCIAL crossed $500M in regulatory AUM ($419.4M -> $509.7M). IAPD ↗
$509.7M RAUM · 7 reps · 212-374-9008 · francisfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EICHNER INVESTMENT PLANNING, LLC crossed $500M in regulatory AUM ($417.3M -> $536.6M). IAPD ↗
$536.6M RAUM · 1 reps · 513-290-9170 · eichplan.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EVEREST CONSULTANTS, LLC crossed $500M in regulatory AUM ($446.0M -> $549.9M). IAPD ↗
$549.9M RAUM · 3 reps · 315-234-8131 · everestconsultants.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OAKMONT CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($455.6M -> $528.4M). IAPD ↗
$528.4M RAUM · 7 reps · (412) 828-5550 · oakmontcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CASSADY SCHILLER WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($413.8M -> $517.4M). IAPD ↗
$517.4M RAUM · 8 reps · 513-483-6652 · cassadyschiller.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
E & G ADVISORS, LP crossed $500M in regulatory AUM ($466.7M -> $519.2M). IAPD ↗
$519.2M RAUM · 4 reps · 713-880-5819 · eandgadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. crossed $500M in regulatory AUM ($472.0M -> $566.2M). IAPD ↗
$566.2M RAUM · 73 reps · 954-334-3450 · newbridgefsg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROCK POINT ADVISORS, LLC crossed $500M in regulatory AUM ($460.4M -> $527.3M). IAPD ↗
$527.3M RAUM · 5 reps · 802-864-2266 · rockpointadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ABG CONSULTANTS crossed $500M in regulatory AUM ($468.3M -> $511.9M). IAPD ↗
$511.9M RAUM · 3 reps · 801-486-5069 · consultabg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WATTS GWILLIAM & COMPANY, LLC crossed $500M in regulatory AUM ($432.9M -> $586.6M). IAPD ↗
$586.6M RAUM · 7 reps · 480-889-8998 · wattsgwilliam.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
IRC WEALTH crossed $500M in regulatory AUM ($432.3M -> $518.8M). IAPD ↗
$518.8M RAUM · 6 reps · 404-968-9348
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GRYPHON ADVISORS, LLC crossed $500M in regulatory AUM ($450.0M -> $510.3M). IAPD ↗
$510.3M RAUM · 3 reps · 847-424-0465 · gryphonadvisors.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE WATCHMAN GROUP, INC. crossed $500M in regulatory AUM ($451.1M -> $533.1M). IAPD ↗
$533.1M RAUM · 4 reps · 469-241-0122 · watchmangroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CENTRIC WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($448.5M -> $659.2M). IAPD ↗
$659.2M RAUM · 8 reps · 312-429-6100 · centricwealthmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KENDALL CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($419.1M -> $519.8M). IAPD ↗
$519.8M RAUM · 6 reps · 301-838-9110 · kendallcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FCF ADVISORS LLC crossed $500M in regulatory AUM ($354.4M -> $585.6M). IAPD ↗
$585.6M RAUM · 5 reps · 212-217-2597
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AMERICAN INDEPENDENT SECURITIES GROUP, LLC crossed $500M in regulatory AUM ($407.7M -> $513.3M). IAPD ↗
$513.3M RAUM · 33 reps · 208-489-3131
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE RICE PARTNERSHIP, LLC crossed $500M in regulatory AUM ($499.2M -> $609.4M). IAPD ↗
$609.4M RAUM · 6 reps · 808-585-7788
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INTEGRITY FINANCIAL CORPORATION crossed $500M in regulatory AUM ($462.7M -> $549.1M). IAPD ↗
$549.1M RAUM · 18 reps · 8007944015
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACKERMAN ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($458.9M -> $559.3M). IAPD ↗
$559.3M RAUM · 1 reps · 301-230-2088 · ackermanasset.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STONE HOUSE INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($401.5M -> $544.5M). IAPD ↗
$544.5M RAUM · 12 reps · (570) 836-7020
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALPHA INVESTMENT CONSULTING GROUP, LLC crossed $500M in regulatory AUM ($465.4M -> $560.5M). IAPD ↗
$560.5M RAUM · 4 reps · 414-319-4100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASSET STRATEGY ADVISORS, LLC crossed $500M in regulatory AUM ($493.8M -> $557.0M). IAPD ↗
$557.0M RAUM · 8 reps · 781-235-4426
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RIVERVIEW CAPITAL ADVISERS LLC crossed $500M in regulatory AUM ($458.1M -> $527.5M). IAPD ↗
$527.5M RAUM · 4 reps · 617-423-0080 · riverviewcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIRST CITIZENS ASSET MANAGEMENT, INC crossed $500M in regulatory AUM ($273.7M -> $523.0M). IAPD ↗
$523.0M RAUM · 32 reps · 800-229-0205 · firstcitizens.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SIKICH FINANCIAL crossed $500M in regulatory AUM ($486.4M -> $749.1M). IAPD ↗
$749.1M RAUM · 19 reps · 217-862-1843 · sikich.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DREAM CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($491.4M -> $553.0M). IAPD ↗
$553.0M RAUM · 1 reps · 847-970-9090 · dreamcapitaladvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRUE WEALTH DESIGN, LLC crossed $500M in regulatory AUM ($431.1M -> $561.1M). IAPD ↗
$561.1M RAUM · 9 reps · (330) 777-0688
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BELLATORE FINANCIAL, INC. crossed $500M in regulatory AUM ($496.3M -> $513.3M). IAPD ↗
$513.3M RAUM · 2 reps · 877.242.9949 · whygofeebased.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BROADVIEW FINANCIAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($465.3M -> $549.0M). IAPD ↗
$549.0M RAUM · 6 reps · 414-390-1492 · unbiasedfeeonly.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PARAGON FINANCIAL ADVISORS crossed $500M in regulatory AUM ($480.5M -> $680.6M). IAPD ↗
$680.6M RAUM · 7 reps · 979-693-3907 · paragon-adv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SECURE ASSET MANAGEMENT, L.L.C. crossed $500M in regulatory AUM ($440.0M -> $599.6M). IAPD ↗
$599.6M RAUM · 41 reps · 248-414-1562 · secureinvestorsgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
J.P. MARVEL WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($483.6M -> $564.2M). IAPD ↗
$564.2M RAUM · 6 reps · 617-342-5600 · jpmarvel.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WALSH & ASSOCIATES, LLC crossed $500M in regulatory AUM ($481.9M -> $574.3M). IAPD ↗
$574.3M RAUM · 5 reps · 941-952-1188 · walshandassociates.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PREISZ FINANCIAL crossed $500M in regulatory AUM ($480.8M -> $552.9M). IAPD ↗
$552.9M RAUM · 6 reps · 503-224-1600 · preisz.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONCENTRIC WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($494.6M -> $601.3M). IAPD ↗
$601.3M RAUM · 3 reps · 925-962-1100 · concentric-wealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DMKC ADVISORY SERVICES, LLC crossed $500M in regulatory AUM ($476.8M -> $562.5M). IAPD ↗
$562.5M RAUM · 8 reps · 515-221-1133 · dmkc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DIVERSIFY WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($458.1M -> $540.2M). IAPD ↗
$540.2M RAUM · 24 reps · 801-221-2939 · ljcooper.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PASI INVESTMENTS, LLC crossed $500M in regulatory AUM ($450.9M -> $503.3M). IAPD ↗
$503.3M RAUM · 4 reps · 860-284-6880
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GENEX CONSULTING crossed $500M in regulatory AUM ($496.3M -> $605.5M). IAPD ↗
$605.5M RAUM · 18 reps · 314-590-5900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONCISE CAPITAL MANAGEMENT, L.P. crossed $500M in regulatory AUM ($465.4M -> $526.4M). IAPD ↗
$526.4M RAUM · 7 reps · 305-371-4578 · concisecapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PETERSON WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($479.1M -> $567.4M). IAPD ↗
$567.4M RAUM · 10 reps · 801-225-0000 · petersonwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRINCETON GLOBAL ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($491.4M -> $605.8M). IAPD ↗
$605.8M RAUM · 13 reps · 609-945-1781 · princetonglobal.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GREAT POINT WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($464.4M -> $545.9M). IAPD ↗
$545.9M RAUM · 3 reps · (617) 585-0050 · greatpointwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VERDE CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($376.2M -> $505.5M). IAPD ↗
$505.5M RAUM · 8 reps · 248-528-1870 · verdecm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NBW CAPITAL LLC crossed $500M in regulatory AUM ($456.2M -> $525.3M). IAPD ↗
$525.3M RAUM · 4 reps · 617-482-2222
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($445.3M -> $552.9M). IAPD ↗
$552.9M RAUM · 8 reps · (612) 355 - 4360 · sdwia.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SIGNALPOINT ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($441.0M -> $522.3M). IAPD ↗
$522.3M RAUM · 9 reps · 417-869-9980 · signalpointinvest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOURGLASS CAPITAL, LLC crossed $500M in regulatory AUM ($467.6M -> $535.6M). IAPD ↗
$535.6M RAUM · 3 reps · 713-936-0440 · hourglasscapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SIHARUM ADVISORS, LLC crossed $500M in regulatory AUM ($489.6M -> $560.6M). IAPD ↗
$560.6M RAUM · 3 reps · (617) 428-7500 · managerfirst.net (reserved)
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE RETIREMENT GROUP, LLC crossed $500M in regulatory AUM ($437.4M -> $544.5M). IAPD ↗
$544.5M RAUM · 20 reps · 800-900-5867
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WOODWARD FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($455.3M -> $511.2M). IAPD ↗
$511.2M RAUM · 5 reps · 919-929-2495 · woodwardadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TALSON CAPITAL MANAGEMENT L.P. crossed $500M in regulatory AUM ($489.2M -> $530.0M). IAPD ↗
$530.0M RAUM · 4 reps · 203-202-7500 · talsoncapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FORT SHERIDAN ADVISORS LLC crossed $500M in regulatory AUM ($409.8M -> $647.9M). IAPD ↗
$647.9M RAUM · 5 reps · 847-559-9700 · karmincapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CHERRY TREE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($484.9M -> $553.9M). IAPD ↗
$553.9M RAUM · 8 reps · 952-893-9012 · cherrytreewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
S.A. MASON, LLC crossed $500M in regulatory AUM ($454.3M -> $573.9M). IAPD ↗
$573.9M RAUM · 2 reps · 616-355-3500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARIN RISK ADVISORS LLC crossed $500M in regulatory AUM ($345.3M -> $987.8M). IAPD ↗
$987.8M RAUM · 4 reps · 610.822.3400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MISSION CREEK CAPITAL PARTNERS, INC. crossed $500M in regulatory AUM ($424.2M -> $547.0M). IAPD ↗
$547.0M RAUM · 7 reps · 415-363-0400 · missioncreekcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VENTURA WEALTH MANAGEMENT crossed $500M in regulatory AUM ($443.2M -> $518.2M). IAPD ↗
$518.2M RAUM · 8 reps · 866 899-0068
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASSET ALLOCATION STRATEGIES, LLC crossed $500M in regulatory AUM ($451.3M -> $626.7M). IAPD ↗
$626.7M RAUM · 40 reps · 248-489-0101 · glpfinancialgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PENINSULA WEALTH, LLC crossed $500M in regulatory AUM ($480.7M -> $623.1M). IAPD ↗
$623.1M RAUM · 5 reps · (415) 678-5360
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WESTHILL FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($487.9M -> $588.8M). IAPD ↗
$588.8M RAUM · 6 reps · 415-456-2292
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROVIN CAPITAL crossed $500M in regulatory AUM ($478.6M -> $596.1M). IAPD ↗
$596.1M RAUM · 8 reps · 480-739-2110 · facadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FLYNN ZITO CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($470.2M -> $549.2M). IAPD ↗
$549.2M RAUM · 6 reps · (516) 746-9000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HORAN CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($483.5M -> $533.6M). IAPD ↗
$533.6M RAUM · 4 reps · 513-745-0707
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FOREFRONT ANALYTICS, LLC crossed $500M in regulatory AUM ($454.0M -> $500.4M). IAPD ↗
$500.4M RAUM · 11 reps · 610-341-3900 · forefrontanalytics.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BARON WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($498.8M -> $626.5M). IAPD ↗
$626.5M RAUM · 3 reps · (248) 251-0161
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WAMBOLT & ASSOCIATES, LLC crossed $500M in regulatory AUM ($419.3M -> $564.7M). IAPD ↗
$564.7M RAUM · 10 reps · 720-962-6700 · wamboltwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
12TH STREET ASSET MANAGEMENT crossed $500M in regulatory AUM ($481.9M -> $545.8M). IAPD ↗
$545.8M RAUM · 4 reps · 615-915-3701 · 12thstreetasset.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RENAISSANCE INVESTMENT GROUP, LLC crossed $500M in regulatory AUM ($486.6M -> $558.2M). IAPD ↗
$558.2M RAUM · 5 reps · 413-445-2481 · rigllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WAYCROSS PARTNERS, LLC crossed $500M in regulatory AUM ($300.7M -> $566.1M). IAPD ↗
$566.1M RAUM · 7 reps · 502-410-1900 · waycrosspartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BELMONT CAPITAL GROUP crossed $500M in regulatory AUM ($478.3M -> $589.8M). IAPD ↗
$589.8M RAUM · 4 reps · 310-203-2670 · belmontcapitalgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($458.7M -> $502.1M). IAPD ↗
$502.1M RAUM · 4 reps · 281-298-2700 · chjwealthmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CREAND MANAGEMENT crossed $500M in regulatory AUM ($470.3M -> $508.3M). IAPD ↗
$508.3M RAUM · 17 reps · 305-358-8844 · creditandorragroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MARKET STREET WEALTH MANAGEMENT crossed $500M in regulatory AUM ($481.3M -> $589.2M). IAPD ↗
$589.2M RAUM · 11 reps · (610) 692-3200 · marketstreetwealth.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
APEX FINANCIAL ADVISORS, INC crossed $500M in regulatory AUM ($470.9M -> $537.9M). IAPD ↗
$537.9M RAUM · 4 reps · 215-493-1900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MMA ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($463.0M -> $638.4M). IAPD ↗
$638.4M RAUM · 17 reps · 610-684-3200 · marshmma.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
P/E GLOBAL LLC crossed $500M in regulatory AUM ($371.4M -> $702.3M). IAPD ↗
$702.3M RAUM · 31 reps · 617-933-4500 · peinvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACTIVEST WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($486.0M -> $613.4M). IAPD ↗
$613.4M RAUM · 8 reps · 954-399-8121 · activestwm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC crossed $500M in regulatory AUM ($440.0M -> $608.0M). IAPD ↗
$608.0M RAUM · 12 reps · 720-500-0050 · mountaincapital.us
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIELDER CAPITAL GROUP LLC crossed $500M in regulatory AUM ($439.6M -> $834.6M). IAPD ↗
$834.6M RAUM · 3 reps · 212-918-4860 · vimeo.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SOLSTEIN CAPITAL, LLC crossed $500M in regulatory AUM ($382.7M -> $562.4M). IAPD ↗
$562.4M RAUM · 3 reps · 415-231-3000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STUDIO INVESTMENT MANAGEMENT crossed $500M in regulatory AUM ($457.9M -> $715.8M). IAPD ↗
$715.8M RAUM · 5 reps · 312-399-0828 · studioinvestment.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SUMMIT STREET CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($487.3M -> $586.6M). IAPD ↗
$586.6M RAUM · 3 reps · 212-750-7036 · ssvfunds.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LEVCO CAPITAL LP crossed $500M in regulatory AUM ($494.2M -> $550.3M). IAPD ↗
$550.3M RAUM · 4 reps · 914-393-9169
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MARSHALL & STERLING WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($422.5M -> $663.9M). IAPD ↗
$663.9M RAUM · 6 reps · 845-554-1046 · ms-wealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MANSKE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($426.4M -> $513.3M). IAPD ↗
$513.3M RAUM · 6 reps · (713) 581-1994 · manskewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INVEX ADVISORS LLC crossed $500M in regulatory AUM ($460.5M -> $534.7M). IAPD ↗
$534.7M RAUM · 6 reps · 786-425-1717
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AAF WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($385.3M -> $507.1M). IAPD ↗
$507.1M RAUM · 6 reps · 508-366-9100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NEW VERNON WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($430.8M -> $551.9M). IAPD ↗
$551.9M RAUM · 5 reps · 847-926-5700 · newvernonwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SOURCE FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($450.7M -> $519.5M). IAPD ↗
$519.5M RAUM · 1 reps · 212-273-0400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARGENT RETIREMENT PLAN ADVISORS, LLC crossed $500M in regulatory AUM ($393.8M -> $947.7M). IAPD ↗
$947.7M RAUM · 4 reps · 381-251-5800 · argentfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HC ADVISORS LLC crossed $500M in regulatory AUM ($455.9M -> $625.4M). IAPD ↗
$625.4M RAUM · 6 reps · 404-705-4593 · hc-adv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STONEBRIDGE FINANCIAL GROUP crossed $500M in regulatory AUM ($323.0M -> $576.1M). IAPD ↗
$576.1M RAUM · 4 reps · 855-530-0500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DARWIN WEALTH MANAGEMENT crossed $500M in regulatory AUM ($473.2M -> $570.6M). IAPD ↗
$570.6M RAUM · 6 reps · 813-579-4074
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TCFG INVESTMENT ADVISORS, LLC crossed $500M in regulatory AUM ($450.5M -> $506.8M). IAPD ↗
$506.8M RAUM · 24 reps · 949-365-5830 · tcfgcompanies.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BENEDETTI, GUCER & ASSOCIATES crossed $500M in regulatory AUM ($364.9M -> $572.3M). IAPD ↗
$572.3M RAUM · 13 reps · 404-602-0034
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONCENTRUM WEALTH MANAGEMENT crossed $500M in regulatory AUM ($413.5M -> $623.5M). IAPD ↗
$623.5M RAUM · 4 reps · 408-840-4030
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PERENNIAL crossed $500M in regulatory AUM ($455.9M -> $591.7M). IAPD ↗
$591.7M RAUM · 4 reps · 212-652-3900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CAPITAL PLANNING, LLC crossed $500M in regulatory AUM ($461.3M -> $549.4M). IAPD ↗
$549.4M RAUM · 8 reps · 425-643-1800
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARBOR TRUST WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($450.6M -> $527.6M). IAPD ↗
$527.6M RAUM · 5 reps · (734) 389-7794 · arbortrust.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRANSATLANTIQUE PRIVATE WEALTH LLC crossed $500M in regulatory AUM ($492.4M -> $595.3M). IAPD ↗
$595.3M RAUM · 7 reps · 212 644 4219
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SIVIA CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($366.1M -> $512.9M). IAPD ↗
$512.9M RAUM · 2 reps · (415) 231-7490
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DENVER PWM, LLC crossed $500M in regulatory AUM ($447.1M -> $585.8M). IAPD ↗
$585.8M RAUM · 13 reps · 720-354-3850 · harmonypca.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIDUCIARY FINANCIAL ADVISORS crossed $500M in regulatory AUM ($352.2M -> $555.4M). IAPD ↗
$555.4M RAUM · 22 reps · 6166223062
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
IFG ADVISORS, LLC crossed $500M in regulatory AUM ($452.0M -> $554.0M). IAPD ↗
$554.0M RAUM · 2 reps · 314-569-0500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CATALINA CAPITAL GROUP, LLC crossed $500M in regulatory AUM ($394.6M -> $629.6M). IAPD ↗
$629.6M RAUM · 5 reps · 310-540-5544
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROSE CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($409.6M -> $543.2M). IAPD ↗
$543.2M RAUM · 7 reps · 305-534-7673 · rosecapitaladvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CALIBER WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($424.4M -> $503.2M). IAPD ↗
$503.2M RAUM · 5 reps · 385-223-8688
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PROFESSIONAL FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($307.3M -> $500.3M). IAPD ↗
$500.3M RAUM · 5 reps · 308-534-8210 · pfaretire.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COYLE CAPITAL, LLC crossed $500M in regulatory AUM ($299.6M -> $625.9M). IAPD ↗
$625.9M RAUM · 5 reps · (512) 522-9043 · coylecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHARIAPORTFOLIO, INC. crossed $500M in regulatory AUM ($447.1M -> $832.3M). IAPD ↗
$832.3M RAUM · 6 reps · 321-275-5125 · shariaportfolio.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TREVIAN WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($409.6M -> $500.3M). IAPD ↗
$500.3M RAUM · 2 reps · 847-347-3000 · trevianwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CASTLEPOINT WEALTH ADVISORS crossed $500M in regulatory AUM ($326.7M -> $547.3M). IAPD ↗
$547.3M RAUM · 8 reps · 405-705-2906
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROWLAND MILLER + PARTNERS LLC crossed $500M in regulatory AUM ($460.2M -> $514.1M). IAPD ↗
$514.1M RAUM · 3 reps · 404-816-5350
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BETTERWEALTH LLC crossed $500M in regulatory AUM ($385.8M -> $501.7M). IAPD ↗
$501.7M RAUM · 4 reps · 408-659-2390
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WAHED crossed $500M in regulatory AUM ($346.5M -> $523.6M). IAPD ↗
$523.6M RAUM · 1 reps · 1-855-976-4747 · wahedinvest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FINANCIAL FOCUS LLC crossed $500M in regulatory AUM ($487.1M -> $642.0M). IAPD ↗
$642.0M RAUM · 5 reps · 760-431-3040 · financialfocusllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SUMMIT WEALTH GROUP LLC crossed $500M in regulatory AUM ($499.7M -> $516.1M). IAPD ↗
$516.1M RAUM · 8 reps · 802-295-5300 · summitwg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DELAP WEALTH ADVISORY, LLC crossed $500M in regulatory AUM ($317.8M -> $545.6M). IAPD ↗
$545.6M RAUM · 3 reps · (503) 697-4118 · delapwa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SWEENEY & MICHEL, LLC crossed $500M in regulatory AUM ($423.5M -> $557.5M). IAPD ↗
$557.5M RAUM · 4 reps · (530) 487-1777
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BECK BODE LLC crossed $500M in regulatory AUM ($489.8M -> $556.4M). IAPD ↗
$556.4M RAUM · 13 reps · 617-209-2224
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WOODSTOCK WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($418.8M -> $511.2M). IAPD ↗
$511.2M RAUM · 26 reps · 800-279-4468 · veritas-financial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SUNBURST FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($500.0M -> $578.4M). IAPD ↗
$578.4M RAUM · 6 reps · 205-823-4949 · sunburstfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PAX FINANCIAL GROUP crossed $500M in regulatory AUM ($494.8M -> $600.1M). IAPD ↗
$600.1M RAUM · 11 reps · 210-881-5700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRUNORTH WEALTH PARTNERS crossed $500M in regulatory AUM ($467.7M -> $516.8M). IAPD ↗
$516.8M RAUM · 7 reps · 651-735-5878
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NORTHSTAR FIDUCIARY PARTNERS, LLC crossed $500M in regulatory AUM ($451.7M -> $771.7M). IAPD ↗
$771.7M RAUM · 2 reps · 732-322-2570 · nsfpllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PALO ALTO WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($472.7M -> $592.9M). IAPD ↗
$592.9M RAUM · 4 reps · (650) 656-9800
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WMG FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($464.4M -> $523.1M). IAPD ↗
$523.1M RAUM · 12 reps · (865) 290-4000 · wmgfa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MAYTECH GLOBAL INVESTMENTS crossed $500M in regulatory AUM ($366.2M -> $627.2M). IAPD ↗
$627.2M RAUM · 2 reps · 212-899-2730 · maytechglobal.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROUND ROCK ADVISORS LLC crossed $500M in regulatory AUM ($484.8M -> $673.3M). IAPD ↗
$673.3M RAUM · 10 reps · (203) 920-4774
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TCP ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($470.5M -> $641.8M). IAPD ↗
$641.8M RAUM · 17 reps · 614-761-9378 · tcpasset.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ADAMS WEALTH ADVISORS crossed $500M in regulatory AUM ($443.8M -> $603.5M). IAPD ↗
$603.5M RAUM · 15 reps · (435)752-1702
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WISS PRIVATE CLIENT ADVISORS, LLC crossed $500M in regulatory AUM ($246.8M -> $539.7M). IAPD ↗
$539.7M RAUM · 8 reps · 973-577-2872
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
G2 CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($492.1M -> $557.0M). IAPD ↗
$557.0M RAUM · 4 reps · (614) 484-1400 · g2capital.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STORDAHL CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($437.4M -> $530.4M). IAPD ↗
$530.4M RAUM · 6 reps · 303-770-0602 · stordahlcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASTORIA PORTFOLIO ADVISORS LLC crossed $500M in regulatory AUM ($313.1M -> $504.2M). IAPD ↗
$504.2M RAUM · 6 reps · 212-381-6185
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EARLY MCCLINTIC & MCMILLAN, LLC crossed $500M in regulatory AUM ($456.3M -> $504.8M). IAPD ↗
$504.8M RAUM · 6 reps · 281-491-5260 · emcmc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALLIUM FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($462.5M -> $558.2M). IAPD ↗
$558.2M RAUM · 5 reps · 877-487-6860 · alliumfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BERNARDO WEALTH PLANNING, LLC crossed $500M in regulatory AUM ($499.6M -> $609.8M). IAPD ↗
$609.8M RAUM · 9 reps · 267-500-1080
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GLOBAL FINANCIAL PRIVATE CLIENT crossed $500M in regulatory AUM ($419.2M -> $515.7M). IAPD ↗
$515.7M RAUM · 5 reps · 941-441-1624
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LITTLE HOUSE CAPITAL, LLC crossed $500M in regulatory AUM ($399.5M -> $532.1M). IAPD ↗
$532.1M RAUM · 7 reps · 617-545-5600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EQ WEALTH MANAGEMENT crossed $500M in regulatory AUM ($458.1M -> $593.7M). IAPD ↗
$593.7M RAUM · 6 reps · 425-434-1000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASTON CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($488.5M -> $508.4M). IAPD ↗
$508.4M RAUM · 3 reps · 305 722 5989
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MA PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($445.0M -> $513.2M). IAPD ↗
$513.2M RAUM · 5 reps · (650) 232-2021 · maprivatewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PROTECTION POINT ADVISORS crossed $500M in regulatory AUM ($464.8M -> $548.3M). IAPD ↗
$548.3M RAUM · 12 reps · 916-367-4540 · protectionpointadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MATERETSKY FINANCIAL GROUP crossed $500M in regulatory AUM ($437.3M -> $523.5M). IAPD ↗
$523.5M RAUM · 4 reps · 561-735-9227 · materetsky.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BRIDGEWEALTH ADVISORY GROUP, LLC crossed $500M in regulatory AUM ($410.9M -> $530.1M). IAPD ↗
$530.1M RAUM · 3 reps · (559) 432-6100 · bridgewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACT TWO INVESTORS LLC crossed $500M in regulatory AUM ($123.3M -> $505.0M). IAPD ↗
$505.0M RAUM · 1 reps · 831-226-2915 · acttwoinvestors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CARLSON FINANCIAL crossed $500M in regulatory AUM ($342.4M -> $508.6M). IAPD ↗
$508.6M RAUM · 15 reps · (844) 227-5766
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEALTHCARE INVESTMENT PARTNERS LLC crossed $500M in regulatory AUM ($457.7M -> $560.1M). IAPD ↗
$560.1M RAUM · 6 reps · (401) 682-2335 · wcipllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRINCIPAL ADVISED SERVICES crossed $500M in regulatory AUM ($352.6M -> $569.5M). IAPD ↗
$569.5M RAUM · 58 reps · 866-412-0770
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MTM INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($451.3M -> $525.1M). IAPD ↗
$525.1M RAUM · 5 reps · 864-582-7000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SCISSORTAIL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($408.7M -> $530.8M). IAPD ↗
$530.8M RAUM · 7 reps · (918) 956-0500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MEADOW CREEK WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($477.1M -> $569.8M). IAPD ↗
$569.8M RAUM · 5 reps · 470-359-9270 · meadowcreekwealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACCURATE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($473.4M -> $780.5M). IAPD ↗
$780.5M RAUM · 28 reps · 813-994-0984 · seacureadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GKB PARTNERS LLC crossed $500M in regulatory AUM ($492.7M -> $583.0M). IAPD ↗
$583.0M RAUM · 1 reps · 203-856-6852
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($457.5M -> $628.4M). IAPD ↗
$628.4M RAUM · 2 reps · 303-847-4045
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HARRELL INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($450.8M -> $502.8M). IAPD ↗
$502.8M RAUM · 3 reps · 512-759-8000 · harrellpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LIGHTHOUSE WEALTH STRATEGIES, LLC crossed $500M in regulatory AUM ($455.4M -> $636.6M). IAPD ↗
$636.6M RAUM · 11 reps · 253-948-3725 · lighthousegigharbor.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($477.3M -> $556.6M). IAPD ↗
$556.6M RAUM · 5 reps · (847) 616-2590 · walledlakewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OPES WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($473.6M -> $589.9M). IAPD ↗
$589.9M RAUM · 5 reps · 408-831-5800
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VINOBLE GROUP crossed $500M in regulatory AUM ($389.7M -> $507.6M). IAPD ↗
$507.6M RAUM · 6 reps · (206) 317-6822 · ethixinsurance.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BELLWETHER WEALTH crossed $500M in regulatory AUM ($454.7M -> $516.6M). IAPD ↗
$516.6M RAUM · 4 reps · 402-476-8844 · bellww.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PROMETHOS CAPITAL, LLC crossed $500M in regulatory AUM ($363.7M -> $578.5M). IAPD ↗
$578.5M RAUM · 4 reps · 617-535-9240
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VERUM PARTNERS LLC crossed $500M in regulatory AUM ($398.9M -> $740.4M). IAPD ↗
$740.4M RAUM · 11 reps · (980) 771-3999
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DAHRING | CUSMANO AND ASSOCIATES crossed $500M in regulatory AUM ($435.8M -> $535.1M). IAPD ↗
$535.1M RAUM · 3 reps · 248-348-0100 · dca401k.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($441.8M -> $504.0M). IAPD ↗
$504.0M RAUM · 3 reps · 504-832-3921 · hubbellstrickland.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VISE AI ADVISORS crossed $500M in regulatory AUM ($481.7M -> $637.9M). IAPD ↗
$637.9M RAUM · 17 reps · 201-375-3969
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MONTZ HARCUS WEALTH MANAGEMENT crossed $500M in regulatory AUM ($450.6M -> $563.8M). IAPD ↗
$563.8M RAUM · 6 reps · 504-488-3700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EPG WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($482.2M -> $642.6M). IAPD ↗
$642.6M RAUM · 12 reps · 404-809-3680 · eastpacesgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HYPERION CAPITAL ADVISORS LP crossed $500M in regulatory AUM ($427.9M -> $502.9M). IAPD ↗
$502.9M RAUM · 19 reps · 212-832-5280
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SOCORRO ASSET MANAGEMENT crossed $500M in regulatory AUM ($490.0M -> $507.8M). IAPD ↗
$507.8M RAUM · 3 reps · 214-550-1851 · socorroasset.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HERON BAY CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($197.3M -> $562.5M). IAPD ↗
$562.5M RAUM · 4 reps · 248-970-0900 · heronbaycap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEMBLEY STRATEGIC ADVISORY LLC crossed $500M in regulatory AUM ($353.8M -> $660.0M). IAPD ↗
$660.0M RAUM · 1 reps · +1 212 495 9806
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HIGH NOTE WEALTH, LLC crossed $500M in regulatory AUM ($491.2M -> $505.7M). IAPD ↗
$505.7M RAUM · 4 reps · (952) 224-7970
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CW INVESTMENT ADVISERS, LLC crossed $500M in regulatory AUM ($237.5M -> $580.0M). IAPD ↗
$580.0M RAUM · 19 reps · 626-788-2305
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TSG ADVICE PARTNERS, LLC crossed $500M in regulatory AUM ($482.9M -> $613.3M). IAPD ↗
$613.3M RAUM · 10 reps · (614) 697-2750
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ONYX BRIDGE WEALTH GROUP LLC crossed $500M in regulatory AUM ($468.9M -> $815.7M). IAPD ↗
$815.7M RAUM · 15 reps · (914) 909-6699 · onyxbridge.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RUNNING POINT CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($473.9M -> $509.4M). IAPD ↗
$509.4M RAUM · 5 reps · 424-502-3501 · runningpointcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RATIO WEALTH GROUP LLC crossed $500M in regulatory AUM ($415.6M -> $577.2M). IAPD ↗
$577.2M RAUM · 6 reps · 720-420-4863 · ratiowealthgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WOODWARD DIVERSIFIED CAPITAL, LLC crossed $500M in regulatory AUM ($476.2M -> $507.5M). IAPD ↗
$507.5M RAUM · 4 reps · 661-498-7500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CANVAS WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($434.0M -> $527.2M). IAPD ↗
$527.2M RAUM · 9 reps · 913-991-8471 · canvaswealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NBC CAPITAL ADVISORS crossed $500M in regulatory AUM ($494.2M -> $563.7M). IAPD ↗
$563.7M RAUM · 4 reps · 503-683-7727 · nbccapitaladvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CORNERSTONE PLANNING GROUP crossed $500M in regulatory AUM ($418.8M -> $523.3M). IAPD ↗
$523.3M RAUM · 8 reps · 973-487-3220 · cspgllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ODEON CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($459.2M -> $613.5M). IAPD ↗
$613.5M RAUM · 3 reps · 212-230-5880 · odeonadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASCEND INVESTMENT PARTNERS crossed $500M in regulatory AUM ($456.3M -> $511.0M). IAPD ↗
$511.0M RAUM · 6 reps · (801) 476-1200 · ascendinvestment.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ONEASCENT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($470.7M -> $520.9M). IAPD ↗
$520.9M RAUM · 11 reps · 205-313-9142
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VON BORSTEL & ASSOCIATES crossed $500M in regulatory AUM ($445.7M -> $504.4M). IAPD ↗
$504.4M RAUM · 3 reps · 541-296-6669
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VANCE WEALTH crossed $500M in regulatory AUM ($448.7M -> $670.8M). IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
V-SQUARE QUANTITATIVE MANAGEMENT crossed $500M in regulatory AUM ($337.9M -> $883.4M). IAPD ↗
$883.4M RAUM · 2 reps · (312) 872-7281
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RISKBRIDGE ADVISORS, LLC crossed $500M in regulatory AUM ($435.2M -> $633.0M). IAPD ↗
$633.0M RAUM · 6 reps · (203) 658-6055
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GREENUP STREET WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($359.4M -> $510.8M). IAPD ↗
$510.8M RAUM · 14 reps · 734-656-8121
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RIDGECREST WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($487.1M -> $542.8M). IAPD ↗
$542.8M RAUM · 2 reps · 415-260-2616 · ridgecrestwp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NORTHCAPE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($492.8M -> $565.6M). IAPD ↗
$565.6M RAUM · 3 reps · (71) 632-6565 · northcapewm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
UNIQUE WEALTH, LLC crossed $500M in regulatory AUM ($486.6M -> $626.5M). IAPD ↗
$626.5M RAUM · 9 reps · 813-816-2030 · uniquewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CEDRUS LLC crossed $500M in regulatory AUM ($476.3M -> $651.1M). IAPD ↗
$651.1M RAUM · 17 reps · 720-724-2170 · cedrusfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIFTH THIRD WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($101.9M -> $571.7M). IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
IMPACT PARTNERSHIP WEALTH, LLC crossed $500M in regulatory AUM ($292.0M -> $751.6M). IAPD ↗
$751.6M RAUM · 50 reps · 800-380-5040
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CRANE & ASSOCIATES WEALTH MANAGEMENT crossed $500M in regulatory AUM ($397.5M -> $645.5M). IAPD ↗
$645.5M RAUM · 3 reps · 714-525-4445 · doncrane.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DOUBLE EAGLE FAMILY OFFICES, LLC crossed $500M in regulatory AUM ($487.3M -> $536.7M). IAPD ↗
$536.7M RAUM · 4 reps · 817-928-3260
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VANTAGE FINANCIAL PARTNERS, LLC crossed $500M in regulatory AUM ($431.3M -> $612.1M). IAPD ↗
$612.1M RAUM · 11 reps · 262-439-8587 · vantagefinancialwi.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MIRABILIS MANAGEMENT COMPANY LLC crossed $500M in regulatory AUM ($290.5M -> $809.1M). IAPD ↗
$809.1M RAUM · 5 reps · 646-395-3900 · fernweh.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VERTEX PARTNERS crossed $500M in regulatory AUM ($481.1M -> $671.2M). IAPD ↗
$671.2M RAUM · 14 reps · 630-836-3300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SAFE HARBOR FAMILY CAPITAL, LLC crossed $500M in regulatory AUM ($384.8M -> $509.2M). IAPD ↗
$509.2M RAUM · 3 reps · 919-537-7110
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CENTURION WEALTH MANAGEMENT crossed $500M in regulatory AUM ($413.5M -> $518.1M). IAPD ↗
$518.1M RAUM · 6 reps · 571-765-1890
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WHITTIER ADVISORS, LLC crossed $500M in regulatory AUM ($368.3M -> $862.1M). IAPD ↗
$862.1M RAUM · 2 reps · 949-341-4250 · whittieradvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GOLDEN STATE ASSET MANAGEMENT crossed $500M in regulatory AUM ($362.6M -> $515.0M). IAPD ↗
$515.0M RAUM · 5 reps · 866-273-1563 · goldenstateam.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OAK HILL WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($485.5M -> $542.3M). IAPD ↗
$542.3M RAUM · 5 reps · 703-673-7034 · oakhillwa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
3CHOPT INVESTMENT PARTNERS LLC crossed $500M in regulatory AUM ($404.8M -> $628.5M). IAPD ↗
$628.5M RAUM · 3 reps · 804-401-1840 · 3choptinvest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
49 FINANCIAL crossed $500M in regulatory AUM ($230.6M -> $566.2M). IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MAREN CAPITAL crossed $500M in regulatory AUM ($161.9M -> $889.0M). IAPD ↗
$889.0M RAUM · 1 reps · 7738327602 · marencapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BREAKWATER CAPITAL GROUP crossed $500M in regulatory AUM ($334.8M -> $579.7M). IAPD ↗
$579.7M RAUM · 3 reps · (551) 342-3733
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SOLLINDA CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($167.7M -> $916.8M). IAPD ↗
$916.8M RAUM · 9 reps · 828-455-4264 · sollinda.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RITTER DANIHER FINANCIAL ADVISORY LLC crossed $500M in regulatory AUM ($447.3M -> $534.9M). IAPD ↗
$534.9M RAUM · 4 reps · 513-233-0715 · ritterdaniher.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TFB ADVISORS, LLC crossed $500M in regulatory AUM ($308.3M -> $720.7M). IAPD ↗
$720.7M RAUM · 23 reps · 913-648-5526 · taxfavoredbenefits.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
IMPRINT WEALTH LLC crossed $500M in regulatory AUM ($253.9M -> $709.1M). IAPD ↗
$709.1M RAUM · 17 reps · (843) 834-4853
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GOLDEN STATE EQUITY PARTNERS, LLC crossed $500M in regulatory AUM ($479.5M -> $743.7M). IAPD ↗
$743.7M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SMITH BROTHERS FINANCIAL, LLC crossed $500M in regulatory AUM ($498.0M -> $846.5M). IAPD ↗
$846.5M RAUM · 6 reps · (800) 426-6946 · smithbrothersfs.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TURTLE CREEK WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($223.5M -> $905.6M). IAPD ↗
$905.6M RAUM · 17 reps · 214-214-3110
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CHANNEL WEALTH, LLC crossed $500M in regulatory AUM ($392.8M -> $530.5M). IAPD ↗
$530.5M RAUM · 8 reps · 805-898-0893 · channelwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
JOCELYN INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($496.2M -> $634.2M). IAPD ↗
$634.2M RAUM · 2 reps · 415-256-1795 · jocelyninvestment.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BKM WEALTH MANAGEMENT crossed $500M in regulatory AUM ($481.4M -> $534.6M). IAPD ↗
$534.6M RAUM · 5 reps · 262-955-7147 · bkmwm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
UNITED ADVISOR GROUP crossed $500M in regulatory AUM ($203.8M -> $578.8M). IAPD ↗
$578.8M RAUM · 28 reps · 888.242.4912 · uagria.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
A16Z PERENNIAL MANAGEMENT, L.P. crossed $500M in regulatory AUM ($105.0M -> $812.9M). IAPD ↗
$812.9M RAUM · 9 reps · (650) 798-5800 · a16z.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CANOPY PARTNERS crossed $500M in regulatory AUM ($104.8M -> $596.8M). IAPD ↗
$596.8M RAUM · 3 reps · 5134042604 · canopyfamilyoffice.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HEDONOVA ADVISORS LLC crossed $500M in regulatory AUM ($444.6M -> $823.8M). IAPD ↗
$823.8M RAUM · 16 reps · 213-340-1334 · hedonova.io
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIRST TRUST INVESTMENT SOLUTIONS L.P. crossed $500M in regulatory AUM ($469.1M -> $518.1M). IAPD ↗
$518.1M RAUM · 7 reps · (239) 219-0550 · ftsma.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
INVESTMENT PERFORMANCE SERVICES LLC crossed $500M in regulatory AUM ($495.0M -> $617.9M). IAPD ↗institutional
$617.9M RAUM · 15 reps · 912-352-2862 · ips-net.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
CIFC INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($460.2M -> $592.2M). IAPD ↗institutional
$592.2M RAUM · 93 reps · 786-652-3250
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
GIRARD PENSION SERVICES, LLC crossed $500M in regulatory AUM ($471.4M -> $557.0M). IAPD ↗institutional
$557.0M RAUM · 4 reps · 610-821-1331
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($281.7M -> $644.7M). IAPD ↗institutional
$644.7M RAUM · 10 reps · 971.634.1500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
IMPACT INVESTMENT ADVISER LLC crossed $500M in regulatory AUM ($486.1M -> $612.2M). IAPD ↗institutional
$612.2M RAUM · 7 reps · 415-981-1074
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
MORRISON STREET CAPITAL, LLC crossed $500M in regulatory AUM ($485.6M -> $505.2M). IAPD ↗institutional
$505.2M RAUM · 6 reps · 503-952-0700 · morrisonstreetcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
INTERVEST CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($265.7M -> $512.1M). IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
TUTTLE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($332.9M -> $680.9M). IAPD ↗institutional
$680.9M RAUM · 3 reps · 888-723-2821 · tuttlecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
PARADIGM PARTNERS CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($443.0M -> $548.0M). IAPD ↗institutional
$548.0M RAUM · 2 reps · 7862539653 · paradigmpcm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
XA INVESTMENTS crossed $500M in regulatory AUM ($410.6M -> $547.1M). IAPD ↗institutional
$547.1M RAUM · 8 reps · 312-374-6930 · xainvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
STORMFIELD CAPITAL, LLC crossed $500M in regulatory AUM ($408.8M -> $579.0M). IAPD ↗institutional
$579.0M RAUM · 8 reps · 203-628-4653
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
GRANITESHARES ADVISORS LLC crossed $500M in regulatory AUM ($330.7M -> $510.6M). IAPD ↗institutional
$510.6M RAUM · 4 reps · 646-876-5096
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
OAK THISTLE LLC crossed $500M in regulatory AUM ($375.1M -> $802.4M). IAPD ↗institutional
$802.4M RAUM · 5 reps · 617-308-5935
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
IFC CORE INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($453.5M -> $649.9M). IAPD ↗institutional
$649.9M RAUM · 23 reps · (252) 523-0800
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
OLYMPIAD RESEARCH LP crossed $500M in regulatory AUM ($416.4M -> $656.8M). IAPD ↗institutional
$656.8M RAUM · 16 reps · 203-569-3517
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
NEBULA RESEARCH & DEVELOPMENT LLC crossed $500M in regulatory AUM ($110.8M -> $727.3M). IAPD ↗institutional
$727.3M RAUM · 5 reps · 646-547-1243 · nebularesearch.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
VOLTERRA TECHNOLOGIES LP crossed $500M in regulatory AUM ($436.7M -> $577.1M). IAPD ↗institutional
$577.1M RAUM · 4 reps · 212 350 8881
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP crossed $500M in regulatory AUM ($444.2M -> $533.0M). IAPD ↗institutional
$533.0M RAUM · 4 reps · 503-889-5210 · newcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SAGEHALL MANAGEMENT LP crossed $500M in regulatory AUM ($475.2M -> $570.6M). IAPD ↗institutional
$570.6M RAUM · 10 reps · 917-671-9690 · sagehallpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SORA INVESTORS crossed $500M in regulatory AUM ($420.8M -> $673.1M). IAPD ↗institutional
$673.1M RAUM · 7 reps · 610-801-2000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
PGIA crossed $500M in regulatory AUM ($360.2M -> $528.4M). IAPD ↗institutional
$528.4M RAUM · 3 reps · 312-702-0696 · perpetual.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
DOUBLELINE ETF ADVISER LP crossed $500M in regulatory AUM ($325.3M -> $899.8M). IAPD ↗institutional
$899.8M RAUM · 103 reps · (813)791-7333
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
ELECTRA CAPITAL crossed $500M in regulatory AUM ($498.3M -> $593.1M). IAPD ↗institutional
$593.1M RAUM · 6 reps · (610) 977-2000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SCULPTOR ADVISORS LLC crossed $500M in regulatory AUM ($150.5M -> $579.0M). IAPD ↗institutional
$579.0M RAUM · 101 reps · 212-790-0000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
VOLATILITY SHARES LLC crossed $500M in regulatory AUM ($100,000 -> $538.3M). IAPD ↗institutional
$538.3M RAUM · 5 reps · 866-261-0273 · volatilityshares.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SHERBROOKE PARK ADVISERS LLC crossed $500M in regulatory AUM ($299.2M -> $518.7M). IAPD ↗institutional
$518.7M RAUM · 5 reps · 917-673-2128
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
LUMINT CORPORATION crossed $500M in regulatory AUM ($327.7M -> $534.2M). IAPD ↗institutional
$534.2M RAUM · 3 reps · 857-222-8131 · lumint.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
VISTA CREDIT BDC MANAGEMENT, L.P. crossed $500M in regulatory AUM ($468.9M -> $575.1M). IAPD ↗institutional
$575.1M RAUM · 0 reps · (212) 804-9100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($375.4M -> $524.6M). IAPD ↗fund
$524.6M RAUM · 5 reps · 212-698-0700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PERIGEE CAPITAL, LP crossed $500M in regulatory AUM ($127.2M -> $698.4M). IAPD ↗fund
$698.4M RAUM · 1 reps · 941-955-0929 · perigeegroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PROSIGHT CAPITAL crossed $500M in regulatory AUM ($355.4M -> $658.7M). IAPD ↗fund
$658.7M RAUM · 5 reps · (214) 468-0008 · prosightcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SAGE ADVISORS, LLC crossed $500M in regulatory AUM ($296.1M -> $538.1M). IAPD ↗fund
$538.1M RAUM · 14 reps · 212-850-4260
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FOX RUN MANAGEMENT LLC crossed $500M in regulatory AUM ($352.0M -> $504.4M). IAPD ↗fund
$504.4M RAUM · 5 reps · 203-629-1729
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DME ADVISORS, LP crossed $500M in regulatory AUM ($432.2M -> $563.0M). IAPD ↗fund
$563.0M RAUM · 0 reps · 212-973-1900 · greenlightcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BRANT POINT INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($492.2M -> $507.3M). IAPD ↗fund
$507.3M RAUM · 5 reps · 212-583-6400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LNK PARTNERS, LLC crossed $500M in regulatory AUM ($481.3M -> $554.0M). IAPD ↗fund
$554.0M RAUM · 5 reps · 914-824-5900 · lnkpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MONEDA USA, INC. crossed $500M in regulatory AUM ($316.6M -> $528.2M). IAPD ↗fund
$528.2M RAUM · 2 reps · 12125840585 · monedausa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PRICE CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($424.2M -> $523.3M). IAPD ↗fund
$523.3M RAUM · 2 reps · 850-934-6300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AXON CAPITAL LP crossed $500M in regulatory AUM ($481.3M -> $504.2M). IAPD ↗fund
$504.2M RAUM · 4 reps · 212-479-2000 · tpgaxon.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
STURBRIDGE CAPITAL LLC crossed $500M in regulatory AUM ($430.2M -> $508.5M). IAPD ↗fund
$508.5M RAUM · 5 reps · 248-220-8400 · sturbridgecapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
A.W. JONES crossed $500M in regulatory AUM ($493.4M -> $502.9M). IAPD ↗fund
$502.9M RAUM · 3 reps · 646-517-6400 · awjones.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PEMBROOK CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($493.4M -> $534.8M). IAPD ↗fund
$534.8M RAUM · 13 reps · 212-906-8682 · pembrookgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SF EQUITY PARTNERS MANAGEMENT, LLC crossed $500M in regulatory AUM ($444.5M -> $616.7M). IAPD ↗fund
$616.7M RAUM · 6 reps · 415-738-1200 · sfequitypartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BHMS INVESTMENTS, LP crossed $500M in regulatory AUM ($499.6M -> $664.8M). IAPD ↗fund
$664.8M RAUM · 7 reps · 203-653-3558
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EDGEWATER CAPITAL PARTNERS crossed $500M in regulatory AUM ($366.1M -> $572.1M). IAPD ↗fund
$572.1M RAUM · 17 reps · 216-292-3838 · edgewatercapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SOAPSTONE MANAGEMENT L.P. crossed $500M in regulatory AUM ($487.4M -> $534.0M). IAPD ↗fund
$534.0M RAUM · 2 reps · 212-319-1438 · soapstonecapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
JB CAPITAL PARTNERS crossed $500M in regulatory AUM ($436.0M -> $575.0M). IAPD ↗fund
$575.0M RAUM · 1 reps · 914-273-4709
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SPP MANAGEMENT SERVICES, LLC crossed $500M in regulatory AUM ($440.1M -> $503.8M). IAPD ↗fund
$503.8M RAUM · 14 reps · 704-654-3400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ACORN GROWTH COMPANIES, LLC crossed $500M in regulatory AUM ($496.8M -> $574.1M). IAPD ↗fund
$574.1M RAUM · 12 reps · 405-737-2676 · acorngrowthcompanies.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PALLADIN CONSUMER RETAIL PARTNERS, LLC crossed $500M in regulatory AUM ($379.4M -> $546.2M). IAPD ↗fund
$546.2M RAUM · 8 reps · 617-585-3800 · palladincapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EMET CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($478.9M -> $519.5M). IAPD ↗fund
$519.5M RAUM · 9 reps · 212-725-7902 · emetcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SYSTIMA CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($492.1M -> $579.1M). IAPD ↗fund
$579.1M RAUM · 7 reps · 312-481-7229 · systimacapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MYDA ADVISORS LLC crossed $500M in regulatory AUM ($492.6M -> $525.2M). IAPD ↗fund
$525.2M RAUM · 7 reps · 516-400-9757
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CM INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($390.4M -> $515.6M). IAPD ↗fund
$515.6M RAUM · 9 reps · 646-690-5047
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
JAGUAR GROWTH ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($409.7M -> $505.9M). IAPD ↗fund
$505.9M RAUM · 8 reps · 646-663-4950 · jaguargrowth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AUA PRIVATE EQUITY PARTNERS, LLC crossed $500M in regulatory AUM ($311.6M -> $552.5M). IAPD ↗fund
$552.5M RAUM · 11 reps · 561-851-9500 · auaequity.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ABR DYNAMIC FUNDS, LLC crossed $500M in regulatory AUM ($494.1M -> $516.4M). IAPD ↗fund
$516.4M RAUM · 3 reps · 212-918-4664 · abrdynamicfunds.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AUSTRALIS PARTNERS (ADVISERS) LLC crossed $500M in regulatory AUM ($475.9M -> $663.4M). IAPD ↗fund
$663.4M RAUM · 7 reps · 646-885-0406 · australispartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AISLING CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($332.7M -> $515.7M). IAPD ↗fund
$515.7M RAUM · 8 reps · 212-651-6380 · aislingcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CENTERGATE CAPITAL crossed $500M in regulatory AUM ($413.4M -> $864.4M). IAPD ↗fund
$864.4M RAUM · 15 reps · 512-717-7100 · centergatecapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LATTICEWORK CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($383.2M -> $521.2M). IAPD ↗fund
$521.2M RAUM · 10 reps · 469-270-7459 · latticeworkcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
IKARIAN CAPITAL crossed $500M in regulatory AUM ($375.1M -> $565.2M). IAPD ↗fund
$565.2M RAUM · 5 reps · 214-276-0670
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NUMERAI crossed $500M in regulatory AUM ($388.8M -> $692.4M). IAPD ↗fund
$692.4M RAUM · 9 reps · 415-737-0873
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SILVERVIEW CREDIT PARTNERS LP crossed $500M in regulatory AUM ($398.1M -> $597.6M). IAPD ↗fund
$597.6M RAUM · 7 reps · 646-205-6225
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
RHINO INVESTMENT PARTNERS, INC. crossed $500M in regulatory AUM ($398.9M -> $552.4M). IAPD ↗fund
$552.4M RAUM · 2 reps · (610) 234-2203 · rhinoip.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
337 FRONTIER CAPITAL, LP crossed $500M in regulatory AUM ($402.9M -> $512.6M). IAPD ↗fund
$512.6M RAUM · 3 reps · (646)-813-3351 · 337frontier.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ONE68 GLOBAL CAPITAL, LLC crossed $500M in regulatory AUM ($158.0M -> $500.0M). IAPD ↗fund
$500.0M RAUM · 5 reps · 212-331-6738
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
RDST CAPITAL LLC crossed $500M in regulatory AUM ($326.6M -> $548.1M). IAPD ↗fund
$548.1M RAUM · 3 reps · 206.332.1227 · readestreet.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CEDAR STREET ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($399.6M -> $632.8M). IAPD ↗fund
$632.8M RAUM · 6 reps · 312-796-3130 · cedarstreetam.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LSCP ADVISORS, LLC crossed $500M in regulatory AUM ($283.6M -> $523.8M). IAPD ↗fund
$523.8M RAUM · 3 reps · 512-407-2600 · legacystarcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARABLE CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($479.1M -> $509.5M). IAPD ↗fund
$509.5M RAUM · 6 reps · (866) 927-2253 · arablecp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HAVENCREST CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($495.0M -> $500.8M). IAPD ↗fund
$500.8M RAUM · 11 reps · 214-420-3492 · havencrest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CHANNING GLOBAL ADVISORS, LLC crossed $500M in regulatory AUM ($424.7M -> $553.4M). IAPD ↗fund
$553.4M RAUM · 2 reps · 305-901-5315 · channingglobal.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($339.7M -> $511.6M). IAPD ↗fund
$511.6M RAUM · 9 reps · 786-548-1886 · arringtoncapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AMPFIELD MANAGEMENT crossed $500M in regulatory AUM ($315.5M -> $665.5M). IAPD ↗fund
$665.5M RAUM · 3 reps · 212 400 9533
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARETEX CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($434.8M -> $629.9M). IAPD ↗fund
$629.9M RAUM · 2 reps · 212-651-2260 · aretexcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($466.3M -> $593.1M). IAPD ↗fund
$593.1M RAUM · 2 reps · 336-552-6228
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ADVANTAGE ALPHA CAPITAL PARTNERS LP crossed $500M in regulatory AUM ($492.9M -> $543.4M). IAPD ↗fund
$543.4M RAUM · 5 reps · (415) 343-7077 · advantagealpha.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ANALOG CENTURY MANAGEMENT LP crossed $500M in regulatory AUM ($451.6M -> $665.9M). IAPD ↗fund
$665.9M RAUM · 4 reps · 646-248-6061 · analogcm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BSIP SLP GP, LLC crossed $500M in regulatory AUM ($337.3M -> $767.4M). IAPD ↗fund
$767.4M RAUM · 15 reps · 469-421-8020 · bluestarinnovationpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ACHIEVE PARTNERS MANAGEMENT, LLC crossed $500M in regulatory AUM ($444.4M -> $602.8M). IAPD ↗fund
$602.8M RAUM · 14 reps · 332-400-1140 · achievepartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NELLORE CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($473.4M -> $645.9M). IAPD ↗fund
$645.9M RAUM · 1 reps · 501-551-0128
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
WEBS CREEK CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($307.4M -> $642.6M). IAPD ↗fund
$642.6M RAUM · 5 reps · 972-850-0081 · webscreekcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SILVERARC CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($441.6M -> $538.7M). IAPD ↗fund
$538.7M RAUM · 5 reps · 617-284-6952 · silverarccapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SNOWCAT CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($486.3M -> $500.6M). IAPD ↗fund
$500.6M RAUM · 3 reps · 646-908-6100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CREST ROCK PARTNERS crossed $500M in regulatory AUM ($445.6M -> $568.5M). IAPD ↗fund
$568.5M RAUM · 8 reps · (303) 495-3598
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
8 KNOTS MANAGEMENT, LLC crossed $500M in regulatory AUM ($259.9M -> $894.5M). IAPD ↗fund
$894.5M RAUM · 1 reps · 646-379-0396
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BWCP, LP crossed $500M in regulatory AUM ($428.7M -> $516.0M). IAPD ↗fund
$516.0M RAUM · 5 reps · 214-238-5792
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HALLE CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($387.1M -> $504.7M). IAPD ↗fund
$504.7M RAUM · 6 reps · 212-906-4140
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TELEO CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($423.7M -> $572.0M). IAPD ↗fund
$572.0M RAUM · 14 reps · 424-323-3992 · teleocapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ISOMETRY CAPITAL, LLC crossed $500M in regulatory AUM ($309.6M -> $756.8M). IAPD ↗fund
$756.8M RAUM · 10 reps · 347-480-2544 · isometrycapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FACT CAPITAL, L.P. crossed $500M in regulatory AUM ($472.5M -> $529.1M). IAPD ↗fund
$529.1M RAUM · 4 reps · 914-809-0187 · factcapital.info
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
INTEGRITY GROWTH PARTNERS, L.P. crossed $500M in regulatory AUM ($406.9M -> $588.4M). IAPD ↗fund
$588.4M RAUM · 7 reps · 310-689-5190
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CLEARHAVEN PARTNERS LP crossed $500M in regulatory AUM ($338.9M -> $980.0M). IAPD ↗fund
$980.0M RAUM · 10 reps · 617-221-7721
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. crossed $500M in regulatory AUM ($448.2M -> $547.6M). IAPD ↗fund
$547.6M RAUM · 12 reps · 312-932-0200 · benfordcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EMBER INFRASTRUCTURE crossed $500M in regulatory AUM ($350.5M -> $644.7M). IAPD ↗fund
$644.7M RAUM · 11 reps · (646) 374-3942 · ember-infra.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GRAFINE CAPITAL HOLDINGS LLC crossed $500M in regulatory AUM ($292.2M -> $606.2M). IAPD ↗fund
$606.2M RAUM · 4 reps · 212-235-2045 · grafine.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MWP ADVISORY, LLC crossed $500M in regulatory AUM ($285.5M -> $578.1M). IAPD ↗fund
$578.1M RAUM · 7 reps · 646-979-4070
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GOODFINCH MANAGEMENT, LLC crossed $500M in regulatory AUM ($325.8M -> $523.3M). IAPD ↗fund
$523.3M RAUM · 8 reps · 916-262-8199 · goodfinch.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DARBY INTERNATIONAL CAPITAL crossed $500M in regulatory AUM ($338.5M -> $549.7M). IAPD ↗fund
$549.7M RAUM · 6 reps · 703-336-2273 · darbyinternational.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MSP SPORTS CAPITAL crossed $500M in regulatory AUM ($197.7M -> $668.2M). IAPD ↗fund
$668.2M RAUM · 4 reps · 484 802-8704 · mspsportscapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SC MANAGEMENT LLC crossed $500M in regulatory AUM ($423.5M -> $631.4M). IAPD ↗fund
$631.4M RAUM · 6 reps · 2129709484
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
STRIDE CONSUMER crossed $500M in regulatory AUM ($470.1M -> $535.3M). IAPD ↗fund
$535.3M RAUM · 14 reps · (781) 208-7375 · strideconsumer.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CHICAGO ATLANTIC ADVISERS, LLC crossed $500M in regulatory AUM ($483.0M -> $679.1M). IAPD ↗fund
$679.1M RAUM · 36 reps · 312-809-7002 · chicagoatlantic.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
INVICTUS GROWTH PARTNERS crossed $500M in regulatory AUM ($427.0M -> $612.4M). IAPD ↗fund
$612.4M RAUM · 8 reps · 415-886-9830 · invictusgrowth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TENERE CAPITAL, LLC crossed $500M in regulatory AUM ($301.9M -> $553.9M). IAPD ↗fund
$553.9M RAUM · 2 reps · 303-376-4800 · tenerecapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NOLAN MANAGEMENT LLC crossed $500M in regulatory AUM ($483.4M -> $516.3M). IAPD ↗fund
$516.3M RAUM · 5 reps · 424-675-7605 · nolancap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AFFINITY ASSET ADVISORS, LLC crossed $500M in regulatory AUM ($237.6M -> $553.1M). IAPD ↗fund
$553.1M RAUM · 6 reps · 646-481-3856 · affinityadv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PRMIM crossed $500M in regulatory AUM ($403.9M -> $707.6M). IAPD ↗fund
$707.6M RAUM · 4 reps · 215-360-3800 · prmortgageinvestment.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LS BDC ADVISER, LLC crossed $500M in regulatory AUM ($204.3M -> $548.9M). IAPD ↗fund
$548.9M RAUM · 35 reps · 786 598 2089
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BLUE MARLIN HOLDCO LLC crossed $500M in regulatory AUM ($429.8M -> $606.3M). IAPD ↗fund
$606.3M RAUM · 7 reps · 202-213-7885
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LIONHEART STRATEGIC MANAGEMENT, LLC crossed $500M in regulatory AUM ($358.5M -> $501.5M). IAPD ↗fund
$501.5M RAUM · 7 reps · 646-744-2284 · lionheartstrategic.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GT INVESTMENT PARTNERS, LP crossed $500M in regulatory AUM ($461.8M -> $615.0M). IAPD ↗fund
$615.0M RAUM · 5 reps · 310-210-9178 · gt-gp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BOONE CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($414.0M -> $581.3M). IAPD ↗fund
$581.3M RAUM · 5 reps · 404-891-9290 · boonecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HOOK MILL CAPITAL PARTNERS, LP crossed $500M in regulatory AUM ($276.6M -> $870.0M). IAPD ↗fund
$870.0M RAUM · 2 reps · 212-804-9980
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
THE PHOENIX FUND ADVISOR LLC crossed $500M in regulatory AUM ($349.6M -> $604.0M). IAPD ↗fund
$604.0M RAUM · 1 reps · 787-510-6600 · phoenixfund.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARIS MANAGEMENT, LLC crossed $500M in regulatory AUM ($236.0M -> $608.6M). IAPD ↗fund
$608.6M RAUM · 774 reps · 212-515-3200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
VALEAS CAPITAL PARTNERS crossed $500M in regulatory AUM ($291.3M -> $807.4M). IAPD ↗fund
$807.4M RAUM · 7 reps · 415-992-3131 · valeas.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DIVISADERO STREET CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($278.3M -> $634.2M). IAPD ↗fund
$634.2M RAUM · 4 reps · 415-378-0636
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BH CREDIT MANAGEMENT LLC crossed $500M in regulatory AUM ($155.9M -> $850.2M). IAPD ↗fund
$850.2M RAUM · 15 reps · 214-665-1900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CAPITOL MERIDIAN PARTNERS LP crossed $500M in regulatory AUM ($462.8M -> $993.2M). IAPD ↗fund
$993.2M RAUM · 9 reps · 202-742-9920 · capitolmeridian.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BLACKBARN CAPITAL PARTNERS LP crossed $500M in regulatory AUM ($477.3M -> $506.3M). IAPD ↗fund
$506.3M RAUM · 6 reps · 332-238-4950 · blackbarncap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LNC PARTNERS crossed $500M in regulatory AUM ($466.5M -> $551.1M). IAPD ↗fund
$551.1M RAUM · 13 reps · (703) 651-2150 · lnc-partners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LUCASHILL, LLC crossed $500M in regulatory AUM ($495.9M -> $562.5M). IAPD ↗fund
$562.5M RAUM · 2 reps · (650) 254-8599
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BREAKOUT CAPITAL PARTNERS crossed $500M in regulatory AUM ($292.1M -> $616.1M). IAPD ↗fund
$616.1M RAUM · 9 reps · 212-497-5100 · breakout-capital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FOREST AVENUE CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($469.7M -> $683.0M). IAPD ↗fund
$683.0M RAUM · 5 reps · 305-847-9750 · forestavecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ALLIED INDUSTRIAL PARTNERS crossed $500M in regulatory AUM ($319.4M -> $521.4M). IAPD ↗fund
$521.4M RAUM · 8 reps · 832-415-9055
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ISO-MTS CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($182.1M -> $831.5M). IAPD ↗fund
$831.5M RAUM · 3 reps · 203-742-8100 · iso-mts.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PILGRIM GLOBAL ADVISORS LLC crossed $500M in regulatory AUM ($300.6M -> $585.0M). IAPD ↗fund
$585.0M RAUM · 2 reps · (775) 301-3963
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AMERGIN ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($221.8M -> $695.9M). IAPD ↗fund
$695.9M RAUM · 5 reps · 561-760-1957
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ESTUARY CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($236.7M -> $573.0M). IAPD ↗fund
$573.0M RAUM · 11 reps · 612-895-5515
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SHORECLIFF ASSET MANAGEMENT COMPANY LLC crossed $500M in regulatory AUM ($151.5M -> $614.0M). IAPD ↗fund
$614.0M RAUM · 4 reps · (949) 806-3980 · shorecliffam.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
COALESCE CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($328.6M -> $800.8M). IAPD ↗fund
$800.8M RAUM · 8 reps · (646) 222-5910 · coalescecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FIRMAMENT CAP ADVISORS, LLC crossed $500M in regulatory AUM ($377.1M -> $526.2M). IAPD ↗fund
$526.2M RAUM · 20 reps · 212-956-1061
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ZBS PARTNERS, LLC crossed $500M in regulatory AUM ($253.5M -> $728.0M). IAPD ↗fund
$728.0M RAUM · 5 reps · 949-228-2545 · zbspartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FALCONPOINT CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($182.0M -> $553.0M). IAPD ↗fund
$553.0M RAUM · 4 reps · 212-301-7601 · falconpointpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
LLOYD CAPITAL LLC crossed $500M in regulatory AUM ($353.9M -> $526.2M). IAPD ↗foreign
$526.2M RAUM · 6 reps · 41445332230 · lloydcapital.ch
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
SSA WEALTH ADVISORS crossed $500M in regulatory AUM ($462.8M -> $629.8M). IAPD ↗foreign
$629.8M RAUM · 5 reps · +41 44 206 60 40 · ssa-wa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
VENTIRA PRIVATE WEALTH MANAGEMENT LTD. crossed $500M in regulatory AUM ($437.3M -> $529.2M). IAPD ↗foreign
$529.2M RAUM · 4 reps · 0041 41 748 22 90 · ventira.ch
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
GF INTERNATIONAL crossed $500M in regulatory AUM ($447.7M -> $575.8M). IAPD ↗foreign
$575.8M RAUM · 4 reps · 852 3695 2808 · gffunds.com.hk
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
ZENITH AM crossed $500M in regulatory AUM ($494.2M -> $532.4M). IAPD ↗foreign
$532.4M RAUM · 7 reps · 33180980050 · zenith-am.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
COELI FRONTIER MARKETS AB crossed $500M in regulatory AUM ($482.8M -> $564.5M). IAPD ↗foreign
$564.5M RAUM · 2 reps · 46850622300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
CLIMBER CAPITAL SA crossed $500M in regulatory AUM ($490.9M -> $544.1M). IAPD ↗foreign
$544.1M RAUM · 3 reps · +41 22 361 66 11 · climbercapital.ch
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
VERGENT ASSET MANAGEMENT crossed $500M in regulatory AUM ($232.0M -> $790.1M). IAPD ↗foreign
$790.1M RAUM · 10 reps · 44 203 535 8141 · cclgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
LORNE STEINBERG WEALTH MANAGEMENT INC. crossed $500M in regulatory AUM ($489.0M -> $592.7M). IAPD ↗foreign
$592.7M RAUM · 11 reps · 514-876-9888 · steinbergwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD crossed $500M in regulatory AUM ($335.9M -> $651.0M). IAPD ↗foreign
$651.0M RAUM · 3 reps · 41583176400 · jsafrasarasin.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
GORDIAN CAPITAL JAPAN LIMITED crossed $500M in regulatory AUM ($136.9M -> $822.8M). IAPD ↗foreign
$822.8M RAUM · 9 reps · +81 3-4520-2323
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
CONVERIUM CAPITAL INC. crossed $500M in regulatory AUM ($345.5M -> $521.4M). IAPD ↗foreign
$521.4M RAUM · 5 reps · 514-418-0201 · converiumcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
ACTUSRAYPARTNERS LIMITED crossed $500M in regulatory AUM ($359.6M -> $532.9M). IAPD ↗foreign
$532.9M RAUM · 11 reps · 852 3698 9298
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. crossed $500M in regulatory AUM ($461.6M -> $514.3M). IAPD ↗foreign
$514.3M RAUM · 9 reps · 55 11 5116 1900 · rootcapital.com.br
Portfolio / reporting / TAMPCRMIntegration & migration consulting
aum crossed 1b — 329 Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
85
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED crossed $1B in regulatory AUM ($972.1M -> $1.02B). IAPD ↗
$1.02B RAUM · 25 reps · 202-626-5300 · fnfd.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SECURITY CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($982.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 16 reps · 304-233-3312 · hazlettburt.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GEORGE MCKELVEY CO., LLC crossed $1B in regulatory AUM ($951.6M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 732-449-5323 · georgemckelvey.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
&PARTNERS crossed $1B in regulatory AUM ($663.8M -> $1.17B). IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CENTENNIAL SECURITIES COMPANY INC crossed $1B in regulatory AUM ($944.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 30 reps · 616-942-7680 · centennialsec.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NORTHERN TRUST SECURITIES, INC crossed $1B in regulatory AUM ($829.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 70 reps · 312-557-2000 · northerntrust.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MOMENTUM INDEPENDENT NETWORK INC. crossed $1B in regulatory AUM ($824.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 139 reps · 214-859-1800 · jeffneisler.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RVK, INC. crossed $1B in regulatory AUM ($956.8M -> $1.12B). IAPD ↗
$1.12B RAUM · 114 reps · 503-221-4200 · rvkinc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HUNTER ASSOCIATES LLC crossed $1B in regulatory AUM ($832.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 13 reps · 412-471-4191 · hunterassociates.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ANCORA RETIREMENT PLAN ADVISORS, LLC crossed $1B in regulatory AUM ($791.8M -> $1.06B). IAPD ↗
$1.06B RAUM · 23 reps · 216-593-5090
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MIDDLETON & COMPANY INC. crossed $1B in regulatory AUM ($895.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 7 reps · (617)357-5101 · middletonco.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. crossed $1B in regulatory AUM ($693.2M -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 617-227-3111 · pimboston.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BLACKHILL CAPITAL, INC crossed $1B in regulatory AUM ($904.5M -> $1.29B). IAPD ↗
$1.29B RAUM · 2 reps · 973-984-7014 · blackhillcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CCM INVESTMENT ADVISERS, LLC crossed $1B in regulatory AUM ($892.1M -> $1.09B). IAPD ↗
$1.09B RAUM · 6 reps · 803-254-9500 · ccminc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WELLINGTON CONSULTING SERVICES INC crossed $1B in regulatory AUM ($969.7M -> $1.69B). IAPD ↗
$1.69B RAUM · 9 reps · 877-836-1993 · wellington401k.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RETIREMENT INVESTMENT ADVISORS INC crossed $1B in regulatory AUM ($929.9M -> $1.11B). IAPD ↗
$1.11B RAUM · 8 reps · 405-842-3443 · theretirementpath.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TSA MANAGEMENT INC crossed $1B in regulatory AUM ($976.7M -> $1.11B). IAPD ↗
$1.11B RAUM · 2 reps · 516-676-3332 · hallidayfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OPUS CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($894.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 513-621-6787 · opus.capital
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SAROFIM TRUST CO crossed $1B in regulatory AUM ($811.5M -> $7.14B). IAPD ↗
$7.14B RAUM · 21 reps · 713-654-4484
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PROVIDENT INVESTMENT MANAGEMENT, INC. crossed $1B in regulatory AUM ($950.2M -> $1.09B). IAPD ↗
$1.09B RAUM · 6 reps · 248-380-1700 · investprovident.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PEKIN HARDY STRAUSS, INC. crossed $1B in regulatory AUM ($922.5M -> $1.04B). IAPD ↗
$1.04B RAUM · 8 reps · 312-554-7525
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CABOT WEALTH MANAGEMENT crossed $1B in regulatory AUM ($862.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 978-745-9233
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARMSTRONG, FLEMING & MOORE, INC. crossed $1B in regulatory AUM ($876.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 16 reps · 202-887-8135
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DELTA FINANCIAL GROUP, INC. crossed $1B in regulatory AUM ($996.3M -> $1.20B). IAPD ↗
$1.20B RAUM · 4 reps · 908-542-9400 · deltafinancialgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MATRIX ASSET ADVISORS INC crossed $1B in regulatory AUM ($884.5M -> $1.02B). IAPD ↗
$1.02B RAUM · 7 reps · 212-486-2004 · matrixadvisorsdividendfund.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AGILI, P.C. crossed $1B in regulatory AUM ($972.5M -> $1.10B). IAPD ↗
$1.10B RAUM · 11 reps · 804-358-2702 · agilipersonalcfo.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VISION CAPITAL MANAGEMENT INC crossed $1B in regulatory AUM ($860.2M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 503-221-5656
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KLCM ADVISORS, INC. crossed $1B in regulatory AUM ($974.0M -> $1.25B). IAPD ↗
$1.25B RAUM · 5 reps · 414-765-1234 · klcminc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HOWARD FINANCIAL SERVICES, LTD. crossed $1B in regulatory AUM ($988.5M -> $1.28B). IAPD ↗
$1.28B RAUM · 18 reps · 214-346-0785 · hfs-wm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CADINHA & CO LLC crossed $1B in regulatory AUM ($931.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 10 reps · 808-523-9488
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
APRIEM ADVISORS crossed $1B in regulatory AUM ($862.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 14 reps · (949) 253-8888 · apriem.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SUNCOAST EQUITY MANAGEMENT, LLC crossed $1B in regulatory AUM ($840.6M -> $1.36B). IAPD ↗
$1.36B RAUM · 11 reps · (813) 963-0502
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PROFESSIONAL PLANNING GROUP crossed $1B in regulatory AUM ($937.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · (401) 596-2800 · ppgadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NEXT CENTURY GROWTH INVESTORS LLC crossed $1B in regulatory AUM ($930.7M -> $1.17B). IAPD ↗
$1.17B RAUM · 5 reps · 763-591-4490 · ncgrowth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CAPITAL ADVANTAGE, INC. crossed $1B in regulatory AUM ($905.2M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · 925-299-1500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
EDGEMOOR INVESTMENT ADVISORS, INC. crossed $1B in regulatory AUM ($969.4M -> $1.18B). IAPD ↗
$1.18B RAUM · 7 reps · 301-543-8881 · edgemoorinv.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CORRIGAN FINANCIAL INC crossed $1B in regulatory AUM ($931.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 401-849-9313 · corriganfinancialinc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MOISAND FITZGERALD TAMAYO, LLC crossed $1B in regulatory AUM ($901.4M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 407-869-6228 · moisandfitzgerald.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
REDW WEALTH LLC crossed $1B in regulatory AUM ($896.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 14 reps · 505-998-3200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
COMPAK ASSET MANAGEMENT crossed $1B in regulatory AUM ($895.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 12 reps · (800) 388-9700 · marketwrapwithmoe.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GRIES FINANCIAL LLC crossed $1B in regulatory AUM ($974.7M -> $1.22B). IAPD ↗
$1.22B RAUM · 13 reps · 216-861-1148 · gries.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BEACON FINANCIAL GROUP crossed $1B in regulatory AUM ($942.5M -> $1.00B). IAPD ↗
$1.00B RAUM · 6 reps · 972-726-9888
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PARAGON ADVISORS, INC. crossed $1B in regulatory AUM ($930.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 10 reps · 216-491-3990 · paragonadvisors.net
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SLOY, DAHL & HOLST, LLC crossed $1B in regulatory AUM ($944.2M -> $1.34B). IAPD ↗
$1.34B RAUM · 5 reps · 503-248-9800 · sdh-inc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GREENWOOD GEARHART INC. crossed $1B in regulatory AUM ($877.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 8 reps · 479-521-5353 · greenwoodgearhart.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BALLEW ADVISORS INC crossed $1B in regulatory AUM ($839.7M -> $1.04B). IAPD ↗
$1.04B RAUM · 6 reps · 601-368-3500 · ballewwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS crossed $1B in regulatory AUM ($915.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 703-777-8826
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LYNX INVESTMENT ADVISORY, LLC crossed $1B in regulatory AUM ($896.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 9 reps · 202-833-3700 · lynxinvestment.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BOUCHEY FINANCIAL GROUP LTD crossed $1B in regulatory AUM ($830.8M -> $1.16B). IAPD ↗
$1.16B RAUM · 19 reps · 518-720-3333 · boucheyfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. crossed $1B in regulatory AUM ($896.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 10 reps · 920-336-0863 · thefinplangroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KOWAL INVESTMENT GROUP, LLC crossed $1B in regulatory AUM ($934.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 11 reps · (262) 522-4040 · kowalinvestmentgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TOWNSEND crossed $1B in regulatory AUM ($991.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 13 reps · 303-452-5986
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WHITNEY & COMPANY crossed $1B in regulatory AUM ($794.1M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · 585-232-6200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BURTON ENRIGHT WELCH crossed $1B in regulatory AUM ($922.6M -> $1.13B). IAPD ↗
$1.13B RAUM · 10 reps · (925) 932-8010 · bewinvest.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FINANCIAL SYMMETRY INC. crossed $1B in regulatory AUM ($807.6M -> $1.00B). IAPD ↗
$1.00B RAUM · 15 reps · 919-851-8200 · financialsymmetry.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SANDERSON WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($898.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 13 reps · 716-566-2420 · sandersonllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASPEN CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($850.4M -> $1.01B). IAPD ↗
$1.01B RAUM · 7 reps · 208-345-0174 · aspencapitalmgmt.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WILLIS JOHNSON & ASSOCIATES, INC. crossed $1B in regulatory AUM ($894.2M -> $1.17B). IAPD ↗
$1.17B RAUM · 18 reps · 713-439-1200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CHARTER OAK CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($983.4M -> $1.11B). IAPD ↗
$1.11B RAUM · 12 reps · 800-646-5720 · charteroakcm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SBC WEALTH MANAGEMENT crossed $1B in regulatory AUM ($878.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 7 reps · 317-848-4744
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NORTHEAST FINANCIAL GROUP, INC. crossed $1B in regulatory AUM ($775.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · 570-688-9898
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ICAPITAL, LLC crossed $1B in regulatory AUM ($958.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 7 reps · (617)542-8700 · icapitalforme.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CRA FINANCIAL SERVICES, L.L.C. crossed $1B in regulatory AUM ($966.1M -> $1.20B). IAPD ↗
$1.20B RAUM · 7 reps · 609-380-3500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GRANVILLE CAPITAL, INC. crossed $1B in regulatory AUM ($911.3M -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 336-273-8544 · granvillecapitalinc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SB CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($982.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 6 reps · 818-774-1000 X 105 · singerburke.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GREENROCK RESEARCH, INC. crossed $1B in regulatory AUM ($965.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 3 reps · 312.463.1301 · greenrockresearch.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CHATTERTON & ASSOCIATES crossed $1B in regulatory AUM ($943.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 714-572-2050 · chattertoninc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SBK FINANCIAL, INC. crossed $1B in regulatory AUM ($994.4M -> $1.13B). IAPD ↗
$1.13B RAUM · 8 reps · 804-237-1700 · sbkfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ANCHOR INVESTMENT MANAGEMENT crossed $1B in regulatory AUM ($935.5M -> $1.17B). IAPD ↗
$1.17B RAUM · 9 reps · 803-790-6654
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PYA WALTMAN CAPITAL, LLC crossed $1B in regulatory AUM ($864.0M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 865-693-6301
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GREENE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($982.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 3 reps · 206-623-2200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NAVY FEDERAL INVESTMENT SERVICES, LLC crossed $1B in regulatory AUM ($852.4M -> $1.47B). IAPD ↗
$1.47B RAUM · 110 reps · 703-206-1517 · navyfederal.org
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TRAYNOR CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($823.1M -> $1.25B). IAPD ↗
$1.25B RAUM · 4 reps · 610-993-9050 · traynorcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MV CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($845.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 9 reps · 301-656-6545
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RVW WEALTH LLC crossed $1B in regulatory AUM ($956.3M -> $1.11B). IAPD ↗
$1.11B RAUM · 10 reps · 310-945-4000 · rvwwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TRUENORTH WEALTH crossed $1B in regulatory AUM ($879.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · 801-274-1820
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BARNES PETTEY FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($965.2M -> $1.09B). IAPD ↗
$1.09B RAUM · 10 reps · 662-627-2225
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WALLINGTON ASSET MANAGEMENT crossed $1B in regulatory AUM ($929.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 8 reps · 317-575-8670 · wallingtonasset.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BENEFIT FINANCIAL SERVICES GROUP crossed $1B in regulatory AUM ($977.0M -> $1.15B). IAPD ↗
$1.15B RAUM · 26 reps · 949-955-2552 · bfsg-az.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HOLLOW BROOK WEALTH MANAGEMENT LLC crossed $1B in regulatory AUM ($956.6M -> $1.05B). IAPD ↗
$1.05B RAUM · 6 reps · 212-364-1848 · hollowbrookllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TBH GLOBAL ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($951.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 0 reps · 615-690-4820
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DEAN CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($845.9M -> $1.06B). IAPD ↗
$1.06B RAUM · 5 reps · 913-944-4444 · deancapmgmt.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PAYNE CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($895.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · 646-461-7670
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
EAGLE RIDGE INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($989.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 7 reps · 203-227-4515
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ROSEMAN WAGNER WEALTH MANAGEMENT crossed $1B in regulatory AUM ($986.4M -> $1.11B). IAPD ↗
$1.11B RAUM · 5 reps · (916) 652-1525
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STRATEGIC WEALTH PARTNERS, LTD. crossed $1B in regulatory AUM ($795.8M -> $1.08B). IAPD ↗
$1.08B RAUM · 22 reps · (216) 800-9000 · swpconnect.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
EVERMAY WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($799.5M -> $1.06B). IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GUIDESTONE ADVISORS crossed $1B in regulatory AUM ($992.1M -> $1.29B). IAPD ↗
$1.29B RAUM · 17 reps · 214-720-6486 · guidestone.org (organization web site that contains links to all guidestone affiliates' websites)
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HHM WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($918.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 12 reps · 423-826-1670
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VERUS CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($948.2M -> $1.56B). IAPD ↗
$1.56B RAUM · 46 reps · 480-990-3719
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TRIUNE FINANCIAL PARTNERS, LLC crossed $1B in regulatory AUM ($939.7M -> $1.13B). IAPD ↗
$1.13B RAUM · 12 reps · 913-825-6100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
EXPAND FINANCIAL, LLC crossed $1B in regulatory AUM ($931.9M -> $1.40B). IAPD ↗
$1.40B RAUM · 3 reps · 720-387-8158 · expandfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BAY COLONY ADVISORS crossed $1B in regulatory AUM ($893.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 26 reps · 978-369-7200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CAMPBELL WEALTH MANAGEMENT, INC. crossed $1B in regulatory AUM ($799.7M -> $1.00B). IAPD ↗
$1.00B RAUM · 10 reps · 703-535-5300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SELECT MONEY MANAGEMENT, INC. crossed $1B in regulatory AUM ($784.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 8 reps · 949-975-7900 · selectportfolio.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CAPITAL ADVISORS, LTD., LLC crossed $1B in regulatory AUM ($956.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 11 reps · 216-295-7900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TAMAR SECURITIES, LLC crossed $1B in regulatory AUM ($874.3M -> $1.09B). IAPD ↗
$1.09B RAUM · 12 reps · 818-914-7460
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CONWAY INVESTMENT SOLUTIONS crossed $1B in regulatory AUM ($879.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 13 reps · 314-721-9696 · conwayir.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FOCUSED WEALTH MANAGEMENT, INC. crossed $1B in regulatory AUM ($949.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 12 reps · 845-691-4035
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OBRA CAPITAL MANAGEMENT, LLC. crossed $1B in regulatory AUM ($275.0M -> $2.68B). IAPD ↗
$2.68B RAUM · 54 reps · 512-961-8265
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PETTINGA FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($866.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 7 reps · 812-436-4000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ZEGA FINANCIAL, LLC crossed $1B in regulatory AUM ($513.4M -> $2.61B). IAPD ↗
$2.61B RAUM · 14 reps · 800-380-9342
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KEARNS AND ASSOCIATES, LLC crossed $1B in regulatory AUM ($601.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 1 reps · 310-378-4023
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MSH CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($849.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 11 reps · 480-563-2021
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PERSONAL CFO SOLUTIONS LLC crossed $1B in regulatory AUM ($960.5M -> $1.17B). IAPD ↗
$1.17B RAUM · 13 reps · 908-955-7055 · pcfos.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
REGAN CAPITAL crossed $1B in regulatory AUM ($793.6M -> $1.21B). IAPD ↗
$1.21B RAUM · 3 reps · 214-550-1710 · regancapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LEGACY FINANCIAL ADVISORS, INC. crossed $1B in regulatory AUM ($987.6M -> $1.13B). IAPD ↗
$1.13B RAUM · 8 reps · 859-655-5225 · legacyfinancialadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASCENT WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($958.5M -> $1.11B). IAPD ↗
$1.11B RAUM · 10 reps · 315-624-7300 · ascentwealthpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CGN ADVISORS, LLC crossed $1B in regulatory AUM ($724.5M -> $1.14B). IAPD ↗
$1.14B RAUM · 41 reps · 910-333-6659 · growingfortunes.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DELEGATE ADVISORS, LLC crossed $1B in regulatory AUM ($902.4M -> $1.03B). IAPD ↗
$1.03B RAUM · 13 reps · 919-932-8400 · delegateadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CLARO ADVISORS, LLC crossed $1B in regulatory AUM ($787.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 17 reps · (800) 604-2838 · claroadvisorspatrickmcnamara.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE PINNACLE FINANCIAL GROUP crossed $1B in regulatory AUM ($801.5M -> $1.20B). IAPD ↗
$1.20B RAUM · 37 reps · 516-763-9700 · mckennafinancialplanning.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TRUE PRIVATE WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($947.8M -> $1.24B). IAPD ↗
$1.24B RAUM · 23 reps · 503-400-3311 · davisaltmangroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CANAL CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($916.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · 804-325-1450 · canalcapitalmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SAVOIE CAPITAL LLC crossed $1B in regulatory AUM ($966.9M -> $1.11B). IAPD ↗
$1.11B RAUM · 2 reps · 773-573-9043 · savoiecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FUSION FAMILY WEALTH, LLC crossed $1B in regulatory AUM ($849.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · (516) 206-1320 · fusionfamilywealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THRIVE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($843.1M -> $1.09B). IAPD ↗
$1.09B RAUM · 13 reps · 215-376-5530 · thrivewealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PRIVATE CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($956.5M -> $1.14B). IAPD ↗
$1.14B RAUM · 7 reps · (239) 254-2500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SCARBOROUGH CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($987.1M -> $1.19B). IAPD ↗
$1.19B RAUM · 10 reps · 410-573-5700 · 401kadvice.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FOURSTAR WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($677.1M -> $1.02B). IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC crossed $1B in regulatory AUM ($807.7M -> $1.18B). IAPD ↗
$1.18B RAUM · 17 reps · (301) 214-7666
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
REVISOR WEALTH MANAGEMENT LLC crossed $1B in regulatory AUM ($920.6M -> $1.72B). IAPD ↗
$1.72B RAUM · 8 reps · 330-864-9516
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CAPITAL PLANNING ADVISORS LLC crossed $1B in regulatory AUM ($985.7M -> $1.14B). IAPD ↗
$1.14B RAUM · 7 reps · 916-286-7650
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CLEAR CREEK FINANCIAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($901.2M -> $1.18B). IAPD ↗
$1.18B RAUM · 35 reps · (360) 308-8239 · jackthomasfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BOWIE CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($798.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 4 reps · 214-712-4951 · bowiecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TWELVE POINTS WEALTH MANAGEMENT crossed $1B in regulatory AUM ($833.7M -> $1.21B). IAPD ↗
$1.21B RAUM · 10 reps · 978-318-9500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JOURNEY ADVISORY GROUP, LLC crossed $1B in regulatory AUM ($837.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 11 reps · 859-888-0356
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RIVER WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($896.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 7 reps · 717-888-9830 · riverwealthadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PINE VALLEY INVESTMENTS crossed $1B in regulatory AUM ($964.6M -> $1.74B). IAPD ↗
$1.74B RAUM · 30 reps · 856-334-8260
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HIGHMORE GROUP crossed $1B in regulatory AUM ($613.8M -> $2.83B). IAPD ↗
$2.83B RAUM · 6 reps · 212-255-2221
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($632.0M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · (901) 435-4250
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MARIETTA WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($916.3M -> $1.15B). IAPD ↗
$1.15B RAUM · 9 reps · 404-549-6930 · mariettawealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INVST, LLC crossed $1B in regulatory AUM ($961.1M -> $1.35B). IAPD ↗
$1.35B RAUM · 40 reps · 317-202-1891
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GILBERT & COOK, INC. crossed $1B in regulatory AUM ($973.6M -> $1.20B). IAPD ↗
$1.20B RAUM · 17 reps · (515) 270-6444
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALTRAVUE CAPITAL, LLC crossed $1B in regulatory AUM ($907.8M -> $1.12B). IAPD ↗
$1.12B RAUM · 3 reps · 425 455-8896 · altravue.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LYELL WEALTH MANAGEMENT LP crossed $1B in regulatory AUM ($862.9M -> $1.09B). IAPD ↗
$1.09B RAUM · 9 reps · 650-353-3692 · lyellwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MANHATTAN WEST ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($737.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 33 reps · 310-341-4585
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ONEASCENT FINANCIAL SERVICES LLC crossed $1B in regulatory AUM ($456.4M -> $1.79B). IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE FIDUCIARY ALLIANCE crossed $1B in regulatory AUM ($864.8M -> $1.23B). IAPD ↗
$1.23B RAUM · 28 reps · 864-385-7999
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PARKSIDE INVESTMENTS, LLC crossed $1B in regulatory AUM ($914.3M -> $1.16B). IAPD ↗
$1.16B RAUM · 5 reps · (312) 778-7700 · parksideinv.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PERENNIAL FINANCIAL SERVICES crossed $1B in regulatory AUM ($686.4M -> $1.48B). IAPD ↗
$1.48B RAUM · 32 reps · 310-445-2504
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SLATESTONE WEALTH LLC crossed $1B in regulatory AUM ($952.3M -> $1.37B). IAPD ↗
$1.37B RAUM · 17 reps · 561-244-2504 · slatestone.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AVESTAR CAPITAL, LLC crossed $1B in regulatory AUM ($960.8M -> $1.14B). IAPD ↗
$1.14B RAUM · 5 reps · 212-706-4140
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TAIKO crossed $1B in regulatory AUM ($609.5M -> $1.42B). IAPD ↗
$1.42B RAUM · 2 reps · 312-300-4781 · advisor-os.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KINGSWOOD WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($969.4M -> $1.04B). IAPD ↗
$1.04B RAUM · 73 reps · 800-535-6981 · kingswoodus.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE COURY FIRM crossed $1B in regulatory AUM ($997.0M -> $1.14B). IAPD ↗
$1.14B RAUM · 14 reps · 412-261-5744 · couryfirm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
N.E.W. ADVISORY SERVICES, LLC crossed $1B in regulatory AUM ($838.1M -> $1.10B). IAPD ↗
$1.10B RAUM · 12 reps · 920-712-7800 · johnsonwealth.net
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
9258 WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($883.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 10 reps · 513-791-9258
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PASADENA PRIVATE WEALTH, LLC crossed $1B in regulatory AUM ($917.2M -> $1.21B). IAPD ↗
$1.21B RAUM · 6 reps · 626-993-9300 · pasadenaprivatewealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CWS FINANCIAL ADVISORS LLC crossed $1B in regulatory AUM ($988.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · (269) 349-4600 · cwsfas.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GRAVES LIGHT LENHART crossed $1B in regulatory AUM ($933.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 6 reps · (540) 433-3076 · gllwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MAG CAP crossed $1B in regulatory AUM ($884.2M -> $1.15B). IAPD ↗
$1.15B RAUM · 13 reps · 601-362-5872
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INDEPENDENCE SQUARE HOLDINGS, LLC crossed $1B in regulatory AUM ($926.4M -> $1.15B). IAPD ↗
$1.15B RAUM · 40 reps · 610-520-1500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SIMPLICITY WEALTH crossed $1B in regulatory AUM ($201.0M -> $3.17B). IAPD ↗
$3.17B RAUM · 159 reps · 844-220-8326 · augusthvelten.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AUSTIN PRIVATE WEALTH, LLC crossed $1B in regulatory AUM ($823.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 20 reps · (512) 886-4114
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LEVEL FOUR CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($784.4M -> $1.01B). IAPD ↗
$1.01B RAUM · 10 reps · 866-834-1040 · levelfourcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALIYA CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($890.2M -> $1.00B). IAPD ↗
$1.00B RAUM · 7 reps · 305 831 4999
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OAKRIDGE MANAGEMENT GROUP LLC crossed $1B in regulatory AUM ($597.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 3 reps · 203-257-3289
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FORGE FINANCIAL crossed $1B in regulatory AUM ($854.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 11 reps · 405-340-1600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALLIE FAMILY OFFICE LLC crossed $1B in regulatory AUM ($961.3M -> $1.12B). IAPD ↗
$1.12B RAUM · 9 reps · 786-635-7162
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PINE GROVE FINANCIAL GROUP crossed $1B in regulatory AUM ($699.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 8 reps · 651 714 0323
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GREAT WATERS FINANCIAL crossed $1B in regulatory AUM ($957.6M -> $1.02B). IAPD ↗
$1.02B RAUM · 26 reps · 612-360-2127
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
UX WEALTH PARTNERS LLC crossed $1B in regulatory AUM ($941.1M -> $1.50B). IAPD ↗
$1.50B RAUM · 4 reps · 720-797-8357
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TRB WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($489.0M -> $1.19B). IAPD ↗
$1.19B RAUM · 8 reps · 956-217-6029 · trb.bank
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE NEMES RUSH GROUP, LLC crossed $1B in regulatory AUM ($913.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 248-449-5436
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ROLLINS FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($848.3M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · 404-892-7967
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CORNERSTONE PORTFOLIO RESEARCH crossed $1B in regulatory AUM ($368.6M -> $1.35B). IAPD ↗
$1.35B RAUM · 5 reps · 484-631-3684 · cornerstoneportfolioresearch.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ADAMO CAPITAL crossed $1B in regulatory AUM ($635.0M -> $1.17B). IAPD ↗
$1.17B RAUM · 6 reps · 305 650-2997
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PRIVATE WEALTH ASSET MANAGEMENT crossed $1B in regulatory AUM ($926.2M -> $1.61B). IAPD ↗
$1.61B RAUM · 20 reps · 515-328- 8872
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GODWIN CAPITAL GROUP, LLC crossed $1B in regulatory AUM ($769.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 678-705-5347 · godwincap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AS INVESTMENT MANAGEMENT crossed $1B in regulatory AUM ($100.0M -> $2.84B). IAPD ↗
$2.84B RAUM · 10 reps · 917-277-3516
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INVICTUS PRIVATE WEALTH, LLC crossed $1B in regulatory AUM ($813.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 2 reps · 202-744-9724 · invictusprivatewealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FLEISHER, MARTIN crossed $1B in regulatory AUM ($124.9M -> $1.15B). IAPD ↗
$1.15B RAUM · 1 reps · 212-767-7307
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PETREDIS INVESTMENT ADVISORS crossed $1B in regulatory AUM ($881.9M -> $1.11B). IAPD ↗
$1.11B RAUM · 5 reps · 878-231-4300 · petredisia.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TITLEIST ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($960.5M -> $1.40B). IAPD ↗
$1.40B RAUM · 18 reps · 210-826-2424 · tamgmt.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
MERK INVESTMENTS LLC crossed $1B in regulatory AUM ($932.5M -> $1.11B). IAPD ↗institutional
$1.11B RAUM · 5 reps · 650-323-4341
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
ALBRITTON CAPITAL MANAGEMENT CO crossed $1B in regulatory AUM ($895.0M -> $1.09B). IAPD ↗institutional
$1.09B RAUM · 1 reps · 770-753-6041 · albrittoncapitol.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
MODERN PORTFOLIO CONSULTANTS, LLC crossed $1B in regulatory AUM ($970.3M -> $1.02B). IAPD ↗institutional
$1.02B RAUM · 1 reps · 2393596400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
APPLIED FINANCE ADVISORS, LLC crossed $1B in regulatory AUM ($762.0M -> $1.30B). IAPD ↗institutional
$1.30B RAUM · 4 reps · 210-204-7479 · appliedfinancefunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. crossed $1B in regulatory AUM ($988.0M -> $3.09B). IAPD ↗institutional
$3.09B RAUM · 0 reps · 800-248-7971
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
STEEPROCK CAPITAL crossed $1B in regulatory AUM ($893.9M -> $1.46B). IAPD ↗institutional
$1.46B RAUM · 7 reps · 212-218-5055 · steeprockcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
CNL STRATEGIC CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($732.5M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 3 reps · 407-650-1000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
FS FUND ADVISOR, LLC crossed $1B in regulatory AUM ($861.2M -> $2.57B). IAPD ↗institutional
$2.57B RAUM · 11 reps · 215-220-6651 · fskkradvisor.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC crossed $1B in regulatory AUM ($709.1M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 46 reps · 310-237-7594
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
DISTILLATE CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($924.1M -> $1.61B). IAPD ↗institutional
$1.61B RAUM · 3 reps · 312-270-1212 · distillatecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
WINSHORE CAPITAL PARTNERS LP crossed $1B in regulatory AUM ($766.3M -> $1.56B). IAPD ↗institutional
$1.56B RAUM · 3 reps · 646-751-5668 · winshorecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
SOUTHERN RIDGES CAPITAL (USA) LLC crossed $1B in regulatory AUM ($976.8M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 11 reps · +1 332 910 5167
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
KESTRA INVESTMENT MANAGEMENT, LLC. crossed $1B in regulatory AUM ($109.8M -> $1.51B). IAPD ↗institutional
$1.51B RAUM · 10 reps · 844-553-7872 · kestraim.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
IMPACTASSETS CAPITAL PARTNERS PBLLC crossed $1B in regulatory AUM ($541.6M -> $1.58B). IAPD ↗institutional
$1.58B RAUM · 11 reps · 855-920-2303 · impactassetscapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
AGTB FUND MANAGER, LLC crossed $1B in regulatory AUM ($877.5M -> $1.48B). IAPD ↗institutional
$1.48B RAUM · 78 reps · 212-692-2000 · agtbcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
OHA PRIVATE CREDIT ADVISORS LLC crossed $1B in regulatory AUM ($99.2M -> $1.46B). IAPD ↗institutional
$1.46B RAUM · 123 reps · 212-852-1500 · oakhilladvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
STRIVE ASSET MANAGEMENT crossed $1B in regulatory AUM ($663.3M -> $1.08B). IAPD ↗institutional
$1.08B RAUM · 4 reps · 614-704-0187
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
AIP MANAGEMENT US crossed $1B in regulatory AUM ($868.5M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 4 reps · 1 (929) 632-8605 · aipmanagement.dk
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
JEFFERIES CREDIT MANAGEMENT LLC crossed $1B in regulatory AUM ($985.0M -> $2.46B). IAPD ↗institutional
$2.46B RAUM · 18 reps · 212-284-2300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PALADIN CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($939.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 18 reps · 202-293-5590 · paladincapgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LEGATO CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($911.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 4 reps · 415-821-8585 · legatocm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VAN ECK ABSOLUTE RETURN ADVISERS CORP. crossed $1B in regulatory AUM ($818.5M -> $1.66B). IAPD ↗fund
$1.66B RAUM · 30 reps · 212-293-2000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TIPTREE ADVISORS, LLC crossed $1B in regulatory AUM ($928.7M -> $1.59B). IAPD ↗fund
$1.59B RAUM · 15 reps · 212-887-4400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DIVISAR CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($943.5M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 3 reps · (415) 418-2201
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LAPIS ADVISERS, LP crossed $1B in regulatory AUM ($970.2M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 7 reps · 415-376-6280 · lapisadvisers.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ACK ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($709.9M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 914-358-3299 · ackasset.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SAW MILL CAPITAL L.L.C. crossed $1B in regulatory AUM ($709.8M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 18 reps · 914-741-1300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PFINGSTEN PARTNERS, L.L.C. crossed $1B in regulatory AUM ($774.7M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 19 reps · 312-222-8707
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SHOREVIEW INDUSTRIES II, LLC crossed $1B in regulatory AUM ($973.7M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 14 reps · 612-436-4280 · shoreview.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FIDUS INVESTMENT ADVISORS, LLC crossed $1B in regulatory AUM ($883.1M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 24 reps · 847-859-3940 · fdus.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CAPITAL Z PARTNERS MANAGEMENT, LLC crossed $1B in regulatory AUM ($653.9M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 3 reps · 212-965-2456 · capitalz.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RLH EQUITY PARTNERS crossed $1B in regulatory AUM ($898.8M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 310-405-7200 · rlhequity.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
INVERNESS GRAHAM INVESTMENTS, INC. crossed $1B in regulatory AUM ($918.1M -> $1.31B). IAPD ↗fund
$1.31B RAUM · 16 reps · 610-722-0300 · invernessgraham.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TAC PARTNERS, INC. crossed $1B in regulatory AUM ($897.8M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 11 reps · (617) 345-7200 · mcpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NEW HERITAGE CAPITAL, LLC crossed $1B in regulatory AUM ($789.8M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 11 reps · 617-439-0688 · newheritagecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ICV PARTNERS, LLC crossed $1B in regulatory AUM ($984.0M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 15 reps · 212 455-9600 · icvpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PLATTE RIVER EQUITY crossed $1B in regulatory AUM ($984.6M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 21 reps · 303-292-7300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MIG CAPITAL, LLC crossed $1B in regulatory AUM ($859.6M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 4 reps · 949-474-5800 · migcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CORE CAPITAL PARTNERS crossed $1B in regulatory AUM ($686.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 4 reps · 202-589-0090 · core-capital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TTCP MANAGEMENT SERVICES, LLC crossed $1B in regulatory AUM ($997.3M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · 952-540-4500 · ttcapitalpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MAY RIVER CAPITAL crossed $1B in regulatory AUM ($568.4M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 13 reps · 312-750-1781 · mayrivercapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CLEARLINE CAPITAL LP crossed $1B in regulatory AUM ($945.0M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 5 reps · 212-735-5380 · clearlinecap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EAST BRIDGE CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($980.6M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 2 reps · 617-449-5992
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MALABAR INVESTMENTS, LLC crossed $1B in regulatory AUM ($828.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 5 reps · 212-486-6670 · malabarinvest.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ENGINE CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($898.8M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 3 reps · (646) 392-8863 · enginecap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CARLYLE AVIATION SECURITIES PARTNERS LLC crossed $1B in regulatory AUM ($876.3M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 3 reps · 305-504-8777 · casp.aero
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BLUE SEA CAPITAL LLC crossed $1B in regulatory AUM ($784.3M -> $1.53B). IAPD ↗fund
$1.53B RAUM · 20 reps · 561-655-8400 · blueseacapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TOWER ARCH CAPITAL crossed $1B in regulatory AUM ($890.8M -> $1.90B). IAPD ↗fund
$1.90B RAUM · 19 reps · 801-997-5808 · towerarch.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GPB CAPITAL HOLDINGS, LLC crossed $1B in regulatory AUM ($611.9M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 4 reps · 212.235.2650
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SEVEN EIGHT CAPITAL, LP crossed $1B in regulatory AUM ($666.5M -> $1.35B). IAPD ↗fund
$1.35B RAUM · 6 reps · 646-513-4350
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
STRATTAM CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($824.4M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 9 reps · 512-829-3963
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SENTINEL DOME PARTNERS, LLC crossed $1B in regulatory AUM ($905.2M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 9 reps · 415-636-9250 · sentineldome.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LFM CAPITAL crossed $1B in regulatory AUM ($879.0M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 24 reps · (615) 983-6294 · lfmcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WM PARTNERS, LP crossed $1B in regulatory AUM ($855.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 9 reps · (754) 260-6500 · wmplp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SUNRIVER MANAGEMENT LLC crossed $1B in regulatory AUM ($805.6M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · (203) 900-3900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ANGELES EQUITY PARTNERS, LLC crossed $1B in regulatory AUM ($895.0M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 24 reps · (310) 844-9200 · angelesequity.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CAVU CONSUMER PARTNERS, LLC crossed $1B in regulatory AUM ($960.9M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 8 reps · 212-716-2673
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MPE PARTNERS crossed $1B in regulatory AUM ($799.2M -> $1.46B). IAPD ↗fund
$1.46B RAUM · 19 reps · 216-416-7500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FORT BAKER CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($787.3M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 7 reps · 415-306-5508 · fortbakercapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ORIBEL CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($539.2M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 5 reps · 646-779-6270 · oribelcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DSF ADVISORS, LLC crossed $1B in regulatory AUM ($695.8M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 21 reps · 617-675-3600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SPRING LAKE ASSET MANAGEMENT, INC. crossed $1B in regulatory AUM ($836.6M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 6 reps · 813-336-6889 · springlakeassetmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LONGFORD CAPITAL crossed $1B in regulatory AUM ($983.5M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 12 reps · 312-212-8240 · longfordcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FOURWORLD CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($846.7M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 7 reps · 646-781-8730 · fourworldcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. crossed $1B in regulatory AUM ($767.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 24 reps · (954) 400-1140
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HOF CAPITAL crossed $1B in regulatory AUM ($853.5M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 9 reps · (646) 503-5030
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TURNING ROCK PARTNERS, L.P. crossed $1B in regulatory AUM ($870.2M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 6 reps · 212-207-2396 · turningrockpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TRINITY ALPS CAPITAL crossed $1B in regulatory AUM ($767.3M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 6 reps · 415-740-5841 · trinityalpscapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ANZU PARTNERS, LLC crossed $1B in regulatory AUM ($974.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 202 742 5870
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC crossed $1B in regulatory AUM ($956.3M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 19 reps · 212-561-1250
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GOPHER US MANAGEMENT COMPANY LLC crossed $1B in regulatory AUM ($955.4M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 7 reps · 650-656-9673 · gopherasset.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP crossed $1B in regulatory AUM ($667.0M -> $1.31B). IAPD ↗fund
$1.31B RAUM · 12 reps · 330-620-1478 · excelsiorcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BLOCKTOWER CAPITAL ADVISORS LP crossed $1B in regulatory AUM ($444.9M -> $1.69B). IAPD ↗fund
$1.69B RAUM · 17 reps · (203) 989-3661
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ALBANY ROAD REAL ESTATE PARTNERS, LLC crossed $1B in regulatory AUM ($329.5M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 16 reps · 617-279-2360 · albanyroad.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
QSEMBLE CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($261.2M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 6 reps · 646-813-3501 · qsemble.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ARGONNE CAPITAL GROUP, LLC crossed $1B in regulatory AUM ($992.7M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 7 reps · 404-364-2984 · argonnecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RUSH ISLAND MANAGEMENT, LP crossed $1B in regulatory AUM ($954.1M -> $1.97B). IAPD ↗fund
$1.97B RAUM · 5 reps · (212) 468-0163 · rushisland.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BIP CAPITAL crossed $1B in regulatory AUM ($942.6M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 11 reps · 404-410-6476
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RESURGENS TECHNOLOGY ADVISORS, L.P. crossed $1B in regulatory AUM ($832.0M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 27 reps · (678) 894-1447 · resurgenstech.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GEF CAPITAL PARTNERS crossed $1B in regulatory AUM ($646.0M -> $1.54B). IAPD ↗fund
$1.54B RAUM · 36 reps · 202-743-2898
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BLOCKCHANGE MANAGEMENT LLC crossed $1B in regulatory AUM ($475.0M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 5 reps · (646) 797-3348 · blockchange.vc
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DSC MERIDIAN CAPITAL LP crossed $1B in regulatory AUM ($764.7M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 8 reps · 212-393-4860 · dscmeridiancapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CROSS LAKE PARTNERS LP crossed $1B in regulatory AUM ($914.4M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 7 reps · 212-599-6336
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GALLANT CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($946.0M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 19 reps · 310-362-3313
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SWEETWATER PRIVATE EQUITY crossed $1B in regulatory AUM ($823.9M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 11 reps · 760-652-6353
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LONG PATH PARTNERS, LP crossed $1B in regulatory AUM ($844.9M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 11 reps · 203-883-1967
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NASSAU PRIVATE CREDIT LLC crossed $1B in regulatory AUM ($440.9M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 5 reps · (203) 902-5522 · npc.nfg.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DENDUR CAPITAL LP crossed $1B in regulatory AUM ($779.5M -> $1.33B). IAPD ↗fund
$1.33B RAUM · 4 reps · (212) 624-2680 · dendurcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HILDRED CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($731.8M -> $1.47B). IAPD ↗fund
$1.47B RAUM · 10 reps · 646-362-5965 · hildredcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SUNDANCE BAY crossed $1B in regulatory AUM ($987.8M -> $2.02B). IAPD ↗fund
$2.02B RAUM · 42 reps · 801-783-3430 · sundancebay.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PLEASANT LAKE PARTNERS LLC crossed $1B in regulatory AUM ($763.1M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 5 reps · 804-363-4458 · plpinvestors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
COMMODORE CAPITAL crossed $1B in regulatory AUM ($814.6M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 6 reps · 212-256-8600 · commodorecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
OXFORD FINANCE ADVISORS, LLC crossed $1B in regulatory AUM ($995.6M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 76 reps · 703-519-4900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PRYSM CAPITAL, L.P. crossed $1B in regulatory AUM ($826.8M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 8 reps · 917-515-3397 · prysmcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TIVERTON ADVISORS, LLC crossed $1B in regulatory AUM ($845.7M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 24 reps · 919-307-4527
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
STANDARD CRYPTO MANAGEMENT LP crossed $1B in regulatory AUM ($899.5M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 5 reps · 415-494-8442 · standardcryptovc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
OSPRAIE MANAGEMENT, LLC crossed $1B in regulatory AUM ($226.3M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 8 reps · 212-602-5000 · ospraieagscience.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BAIN CAPITAL INSURANCE SOLUTIONS, LP crossed $1B in regulatory AUM ($876.6M -> $1.86B). IAPD ↗fund
$1.86B RAUM · 19 reps · 617-516-2318 · baincapitalinsurance.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PHORCYS INVESTMENT ADVISORS, LLC crossed $1B in regulatory AUM ($996.6M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 1 reps · 787-979-2163
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VOLT INVESTMENT HOLDINGS LLC crossed $1B in regulatory AUM ($719.4M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 4 reps · 917-983-0505 · voltinvestmentholdings.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SILVER HILL ENERGY PARTNERS, LP crossed $1B in regulatory AUM ($825.7M -> $1.94B). IAPD ↗fund
$1.94B RAUM · 22 reps · 214-865-6555 · silverhillenergy.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CARTENNA CAPITAL crossed $1B in regulatory AUM ($784.0M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 6 reps · 475 477 2003 · cartennacapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PHILOSOPHY CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($935.5M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 4 reps · 415-433-2010 · philosophycap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FERNBRIDGE CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($783.9M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 7 reps · 424-427-4850
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CASTLEKNIGHT MANAGEMENT LP crossed $1B in regulatory AUM ($874.6M -> $1.57B). IAPD ↗fund
$1.57B RAUM · 8 reps · 212 - 852 - 6300 · castleknight.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DISTRIBUTED GLOBAL MANAGER LP crossed $1B in regulatory AUM ($769.2M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 6 reps · 213-725-7514
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PLEXUS CAPITAL crossed $1B in regulatory AUM ($499.6M -> $1.69B). IAPD ↗fund
$1.69B RAUM · 28 reps · 919-256-6340 · plexuscap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CATALIO CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($791.4M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 16 reps · 410-989-6168
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PRINCETON EQUITY GROUP crossed $1B in regulatory AUM ($471.7M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 13 reps · 609-454-5700 · princetonequity.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HERCULES ADVISER LLC crossed $1B in regulatory AUM ($826.1M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 2 reps · 650-289-3060
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FOURSIXTHREE CAPITAL LP crossed $1B in regulatory AUM ($819.4M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 7 reps · 646-805-5400 · 463cap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC crossed $1B in regulatory AUM ($420.1M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 18 reps · 424.254.9774 · pacificavenuecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SYCAMORE TREE CAPITAL PARTNERS, L.P. crossed $1B in regulatory AUM ($968.3M -> $1.79B). IAPD ↗fund
$1.79B RAUM · 14 reps · 214-251-8250
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
JAT CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($901.5M -> $1.55B). IAPD ↗fund
$1.55B RAUM · 8 reps · 203-608-3100 · jatcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TCG CROSSOVER MANAGEMENT, LLC crossed $1B in regulatory AUM ($962.8M -> $2.20B). IAPD ↗fund
$2.20B RAUM · 6 reps · 650-924-9424 · tcgcrossover.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SAGEFIELD INVESTMENT GROUP LP crossed $1B in regulatory AUM ($814.5M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 6 reps · 214-717-6213 · sagefield.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CENTERBOOK PARTNERS LP crossed $1B in regulatory AUM ($844.3M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 9 reps · 203-485-5200 · centerbook.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PARADIGM BIOCAPITAL ADVISORS LP crossed $1B in regulatory AUM ($933.2M -> $2.36B). IAPD ↗fund
$2.36B RAUM · 5 reps · 646-970-2568
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PINNBROOK CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($689.0M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 8 reps · 646-970-7410 · pinnbrook.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HEARTWOOD PARTNERS, LLC crossed $1B in regulatory AUM ($462.3M -> $1.43B). IAPD ↗fund
$1.43B RAUM · 20 reps · 203-625-0770 · heartwoodpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CONCENTRIC CAPITAL STRATEGIES L.P. crossed $1B in regulatory AUM ($369.0M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 8 reps · 203-718-5611
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FRAMEWORK VENTURES crossed $1B in regulatory AUM ($621.5M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 6 reps · 516-659-3573
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
AVESI PARTNERS LLC crossed $1B in regulatory AUM ($897.5M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 16 reps · (475) 333-3470 · avesipartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
KEYSTONE CAPITAL crossed $1B in regulatory AUM ($485.8M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 20 reps · 312-219-7900 · keystonecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FIDELITY DIVERSIFYING SOLUTIONS LLC crossed $1B in regulatory AUM ($86.4M -> $2.60B). IAPD ↗fund
$2.60B RAUM · 22 reps · 617-563-7000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RUBICON FOUNDERS, LLC crossed $1B in regulatory AUM ($698.7M -> $1.80B). IAPD ↗fund
$1.80B RAUM · 34 reps · 615-864-0524
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BRASA CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($702.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 10 reps · 310-620-2889
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GERCHEN CAPITAL PARTNERS crossed $1B in regulatory AUM ($817.4M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 14 reps · 312-803-0533 · gerchen.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BASEPOINT ADVISORS LLC crossed $1B in regulatory AUM ($706.4M -> $1.35B). IAPD ↗fund
$1.35B RAUM · 2 reps · 212-634-9900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GALVANIZE CLIMATE SOLUTIONS LLC crossed $1B in regulatory AUM ($925.7M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 31 reps · 415-757-6600 · gcsllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
STYRAX CAPITAL LP crossed $1B in regulatory AUM ($993.0M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 6 reps · 2128912722
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SPEARHEAD ADMINISTRATIVE SERVICES, LLC crossed $1B in regulatory AUM ($566.6M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 5 reps · 855-615-5318
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
1988 ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($443.8M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 33 reps · 212-888-3413 · muzinich.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
IRENIC CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($521.1M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 6 reps · 646-993-6330
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ONE MADISON GROUP LLC crossed $1B in regulatory AUM ($188.7M -> $6.08B). IAPD ↗fund
$6.08B RAUM · 10 reps · 212-655-7197 · onemadisongroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LONE VIEW CAPITAL crossed $1B in regulatory AUM ($321.4M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 16 reps · 310-424-4660 · loneviewcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EOC PARTNERS ADVISORS L.P. crossed $1B in regulatory AUM ($402.1M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 6 reps · 713-828-0482 · eocpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GREENBELT CAPITAL PARTNERS crossed $1B in regulatory AUM ($610.2M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 11 reps · 512-362-6260 · greenbeltcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TRIARTISAN CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($843.3M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 6 reps · (212) 609-0620 · triartisan.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CORIENT IA LLC crossed $1B in regulatory AUM ($703.3M -> $4.60B). IAPD ↗fund
$4.60B RAUM · 45 reps · (786) 530-4306
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
THE LINONIA PARTNERSHIP LP crossed $1B in regulatory AUM ($66.3M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · (646) 989 4222
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LUMINARX CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($901.7M -> $2.20B). IAPD ↗fund
$2.20B RAUM · 15 reps · 212-680-4579 · luminarx.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DELTA GLOBAL crossed $1B in regulatory AUM ($578.6M -> $1.78B). IAPD ↗fund
$1.78B RAUM · 9 reps · 212-680-4581 · delta.global
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PRESTON CAPITAL crossed $1B in regulatory AUM ($100 -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 949-272-2000 · prestoncap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
ANALYST PORTFOLIO MANAGEMENT LTD. crossed $1B in regulatory AUM ($832.6M -> $1.03B). IAPD ↗foreign
$1.03B RAUM · 21 reps · 972-3-7147147 · analyst.co.il
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG crossed $1B in regulatory AUM ($768.9M -> $1.27B). IAPD ↗foreign
$1.27B RAUM · 19 reps · 41 44 297 7373
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
LGT WEALTH MANAGEMENT US LIMITED crossed $1B in regulatory AUM ($914.9M -> $1.22B). IAPD ↗foreign
$1.22B RAUM · 12 reps · +44 203 207 8000 · lgtwm-us.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
TANAGER WEALTH MANAGEMENT crossed $1B in regulatory AUM ($752.8M -> $1.01B). IAPD ↗foreign
$1.01B RAUM · 14 reps · 020 3965 6330
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
ZENTIFIC INVESTMENT MANAGEMENT LIMITED crossed $1B in regulatory AUM ($623.4M -> $1.01B). IAPD ↗foreign
$1.01B RAUM · 5 reps · 852-3163-8177 · zentific-im.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
AEGON ASSET MANAGEMENT UK PLC crossed $1B in regulatory AUM ($832.9M -> $2.09B). IAPD ↗foreign
$2.09B RAUM · 90 reps · +44 7780932104 · aegonam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
ALPEN PARTNERS INTERNATIONAL AG crossed $1B in regulatory AUM ($761.2M -> $1.03B). IAPD ↗foreign
$1.03B RAUM · 25 reps · 41581057550 · alpeninternational.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED crossed $1B in regulatory AUM ($700.9M -> $1.19B). IAPD ↗foreign
$1.19B RAUM · 5 reps · -15977
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
DIAPHANUM crossed $1B in regulatory AUM ($149.5M -> $1.03B). IAPD ↗foreign
$1.03B RAUM · 5 reps · +34 912 44 92 23 · diaphanum.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
MAN INVESTMENTS AUSTRALIA LIMITED crossed $1B in regulatory AUM ($756.6M -> $1.16B). IAPD ↗foreign
$1.16B RAUM · 3 reps · +61 2 8259 9980 · man.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
custody started — 324 Firm now reports custody of client assets — surprise exams and controls follow.
70
WILSHIRE now reports custody of client assets ($71.14B). IAPD ↗
$94.87B RAUM · 93 reps · 310-451-3051
ComplianceCustodian
70
FIRST CITIZENS INVESTOR SERVICES, INC. now reports custody of client assets ($94.7M). IAPD ↗
$1.73B RAUM · 130 reps · 800-229-0205
ComplianceCustodian
70
COZAD ASSET MANAGEMENT INC now reports custody of client assets ($1.9M). IAPD ↗
$1.92B RAUM · 20 reps · 217-356-8363
ComplianceCustodian
70
ATWOOD & PALMER, INC. now reports custody of client assets ($799.0M). IAPD ↗
$1.44B RAUM · 5 reps · 816-931-2266 · atwoodpalmer.com
ComplianceCustodian
70
PARAGON CAPITAL MANAGEMENT now reports custody of client assets ($631.9M). IAPD ↗
$1.13B RAUM · 4 reps · 303-293-3680 · paragoncapitalco.com
ComplianceCustodian
70
1834 INVESTMENT ADVISORS CO. now reports custody of client assets ($61.9M). IAPD ↗
$1.12B RAUM · 17 reps · (414) 615-1012 · 1834investmentadvisors.com
ComplianceCustodian
70
WEST CHESTER CAPITAL ADVISORS INC now reports custody of client assets ($1.12B). IAPD ↗
$1.12B RAUM · 3 reps · 814-533-5338 · wccadvisors.com
ComplianceCustodian
70
CFS INVESTMENT ADVISORY SERVICES LLC now reports custody of client assets ($106.3M). IAPD ↗
$2.09B RAUM · 8 reps · 973-826-8800
ComplianceCustodian
70
EMBREE FINANCIAL GROUP now reports custody of client assets ($211.2M). IAPD ↗
$2.04B RAUM · 10 reps · 312-527-5565
ComplianceCustodian
70
GRIES FINANCIAL LLC now reports custody of client assets ($95.4M). IAPD ↗
$1.22B RAUM · 13 reps · 216-861-1148 · gries.com
ComplianceCustodian
70
BUCKHEAD CAPITAL MANAGEMENT, LLC now reports custody of client assets ($6.5M). IAPD ↗
$3.92B RAUM · 10 reps · 404-720-8800 · buckheadcapital.com
ComplianceCustodian
70
ADVISORNET WEALTH PARTNERS now reports custody of client assets ($1.58B). IAPD ↗
$2.27B RAUM · 85 reps · 612-347-8600
ComplianceCustodian
70
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. now reports custody of client assets ($694.1M). IAPD ↗
$1.08B RAUM · 10 reps · 920-336-0863 · thefinplangroup.com
ComplianceCustodian
70
ASPEN CAPITAL MANAGEMENT, LLC now reports custody of client assets ($588.7M). IAPD ↗
$1.01B RAUM · 7 reps · 208-345-0174 · aspencapitalmgmt.com
ComplianceCustodian
70
REHMANN WEALTH now reports custody of client assets ($2.73B). IAPD ↗
$3.85B RAUM · 36 reps · 517-316-2400 · rehmann.com
ComplianceCustodian
70
BULLTICK WEALTH MANAGEMENT, LLC now reports custody of client assets ($75.6M). IAPD ↗
$2.59B RAUM · 20 reps · 305-533-1541 · bulltick.com
ComplianceCustodian
70
BELPOINTE ASSET MANAGEMENT LLC now reports custody of client assets ($20.4M). IAPD ↗
$4.30B RAUM · 150 reps · 2036293300 · belpointewealth.com
ComplianceCustodian
70
YCG, LLC now reports custody of client assets ($234.4M). IAPD ↗
$1.42B RAUM · 4 reps · 512-505-2347
ComplianceCustodian
70
INSIGHT INVESTMENT now reports custody of client assets ($156.12B). IAPD ↗
$136.71B RAUM · 83 reps · 212-527-1800
ComplianceCustodian
70
ARTEMIS WEALTH ADVISORS, LLC now reports custody of client assets ($38.9M). IAPD ↗
$1.59B RAUM · 5 reps · 212-838-9000 · artemiswa.com
ComplianceCustodian
70
CAMPBELL WEALTH MANAGEMENT, INC. now reports custody of client assets ($217.8M). IAPD ↗
$1.00B RAUM · 10 reps · 703-535-5300
ComplianceCustodian
70
CGN ADVISORS, LLC now reports custody of client assets ($377.7M). IAPD ↗
$1.14B RAUM · 41 reps · 910-333-6659 · growingfortunes.com
ComplianceCustodian
70
CV ADVISORS LLC now reports custody of client assets ($184.2M). IAPD ↗
$9.68B RAUM · 15 reps · 305-358-5990 · cv-advisors.com
ComplianceCustodian
70
SCHECHTER INVESTMENT ADVISORS, LLC now reports custody of client assets ($1.18B). IAPD ↗
$3.35B RAUM · 13 reps · 248-731-9500
ComplianceCustodian
70
GOOD LIFE ADVISORS, LLC now reports custody of client assets ($888.3M). IAPD ↗
$2.90B RAUM · 100 reps · 610-898-6927 · templeton-cornerstonecolumbia.com
ComplianceCustodian
70
AB PRIVATE CREDIT INVESTORS LLC now reports custody of client assets ($7.14B). IAPD ↗
$7.10B RAUM · 1 reps · 615-622-0000
ComplianceCustodian
70
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC now reports custody of client assets ($68,453). IAPD ↗
$1.02B RAUM · 8 reps · (901) 435-4250
ComplianceCustodian
70
SANCTUARY ADVISORS, LLC now reports custody of client assets ($19.96B). IAPD ↗
$22.02B RAUM · 309 reps · 317-975-7729
ComplianceCustodian
70
HUMAN INTEREST ADVISORS LLC now reports custody of client assets ($4.15B). IAPD ↗
$3.45B RAUM · 1 reps · (855) 622-7824 · humaninterest.com
ComplianceCustodian
70
INTRUA FINANCIAL now reports custody of client assets ($1.66B). IAPD ↗
$1.66B RAUM · 42 reps · 713-355-9910
ComplianceCustodian
70
CONTINUUM ADVISORY, LLC now reports custody of client assets ($130.9M). IAPD ↗
$1.29B RAUM · 31 reps · 2084171933 · lentinifinancialadvisory.com
ComplianceCustodian
70
MARINER INDEPENDENT now reports custody of client assets ($487.1M). IAPD ↗
$8.15B RAUM · 184 reps · 650-571-1934 · johnhalladvisor.com
ComplianceCustodian
70
THE COURY FIRM now reports custody of client assets ($404.1M). IAPD ↗
$1.14B RAUM · 14 reps · 412-261-5744 · couryfirm.com
ComplianceCustodian
70
INSCRIPTION CAPITAL, LLC now reports custody of client assets ($386.5M). IAPD ↗
$1.28B RAUM · 15 reps · 713-673-8999
ComplianceCustodian
70
CORDOBA ADVISORY PARTNERS LLC now reports custody of client assets ($43.0M). IAPD ↗
$1.52B RAUM · 6 reps · (917) 746-4806 · cordobapartners.co
ComplianceCustodian
70
THE NEMES RUSH GROUP, LLC now reports custody of client assets ($800.0M). IAPD ↗
$1.07B RAUM · 7 reps · 248-449-5436
ComplianceCustodian
70
MILL CAPITAL MANAGEMENT, LLC now reports custody of client assets ($814.6M). IAPD ↗
$1.23B RAUM · 3 reps · 980-494-6455
ComplianceCustodian
70
THE ASCENT GROUP, LLC now reports custody of client assets ($21.8M). IAPD ↗
$2.88B RAUM · 21 reps · 757-499-8300 · tagwm.com
ComplianceCustodian
70
DOYENNE WEALTH ADVISORS now reports custody of client assets ($48.7M). IAPD ↗
$1.71B RAUM · 9 reps · 312-374-0844 · doyenneadvisors.com
ComplianceCustodian
70
GODWIN CAPITAL GROUP, LLC now reports custody of client assets ($135.2M). IAPD ↗
$1.07B RAUM · 4 reps · 678-705-5347 · godwincap.com
ComplianceCustodian
70
SAPIENT CAPITAL LLC now reports custody of client assets ($2.68B). IAPD ↗
$9.28B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
ComplianceCustodian
70
STONEBRIDGE FINANCIAL GROUP, LLC now reports custody of client assets ($306.2M). IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
ComplianceCustodian
68
KEYSTONE FINANCIAL PLANNING, INC now reports custody of client assets ($174.2M). IAPD ↗
$351.2M RAUM · 2 reps · 440-234-6323 · keystonefin.com
ComplianceCustodian
68
COORDINATED FINANCIAL PLANNING CORP now reports custody of client assets ($105.2M). IAPD ↗
$273.1M RAUM · 4 reps · 513-769-3131 · coordinatedfinancialplanning.com
ComplianceCustodian
68
SANTORI & PETERS now reports custody of client assets ($1.8M). IAPD ↗
$330.3M RAUM · 4 reps · 412-373-6904
ComplianceCustodian
68
BAXTER INVESTMENT MANAGEMENT now reports custody of client assets ($26.3M). IAPD ↗
$915.1M RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
ComplianceCustodian
68
SIERRA INVESTMENT MANAGEMENT INC now reports custody of client assets ($146.9M). IAPD ↗
$388.1M RAUM · 9 reps · 310-452-1887 · sierrainvestment.com
ComplianceCustodian
68
HALL CAPITAL MANAGEMENT COMPANY, INC. now reports custody of client assets ($56.1M). IAPD ↗
$342.7M RAUM · 3 reps · (401) 245-0049
ComplianceCustodian
68
LEGEND FINANCIAL ADVISORS INC now reports custody of client assets ($72.7M). IAPD ↗
$308.5M RAUM · 4 reps · 412-635-9210 · legend-financial.com
ComplianceCustodian
68
FEE-ONLY FINANCIAL PLANNING, L.C. now reports custody of client assets ($203.0M). IAPD ↗
$347.7M RAUM · 3 reps · 540-342-7102 · feeonlyroanoke.com
ComplianceCustodian
68
NORTHEAST ADVISERS, INC. now reports custody of client assets ($111.1M). IAPD ↗
$517.1M RAUM · 4 reps · 610-240-7955 · northeastadvisers.com
ComplianceCustodian
68
DUMONT & BLAKE INVESTMENT ADVISORS LLC now reports custody of client assets ($27.8M). IAPD ↗
$490.0M RAUM · 4 reps · 609-514-1899
ComplianceCustodian
68
GARRISON ASSET MANAGEMENT, LLC now reports custody of client assets ($19.9M). IAPD ↗
$314.2M RAUM · 2 reps · 479-587-1045 · garrisonconnect.com
ComplianceCustodian
68
OARSMAN CAPITAL, INC now reports custody of client assets ($131.3M). IAPD ↗
$703.3M RAUM · 10 reps · 414-221-0081 · oarsman.net
ComplianceCustodian
68
KNIGHTSBRIDGE WEALTH MANAGEMENT now reports custody of client assets. IAPD ↗
$643.7M RAUM · 5 reps · 949-644-4444 · knightsb.com
ComplianceCustodian
68
WINDHAM CAPITAL MANAGEMENT, LLC now reports custody of client assets ($322.5M). IAPD ↗
$611.9M RAUM · 6 reps · 617-419-3900 · windhamcapital.com
ComplianceCustodian
68
FINANCIAL COUNCIL, LLC now reports custody of client assets ($200.0M). IAPD ↗
$959.4M RAUM · 7 reps · 410-821-9200 · financialcouncil.com
ComplianceCustodian
68
TULL FINANCIAL GROUP, INC. now reports custody of client assets ($63.1M). IAPD ↗
$281.5M RAUM · 4 reps · (757)436-1122
ComplianceCustodian
68
PROFESSIONAL FINANCIAL SOLUTIONS, LLC now reports custody of client assets ($996,980). IAPD ↗
$286.1M RAUM · 5 reps · 703-385-0870 · profinancialsolutions.com
ComplianceCustodian
68
THE MCHUGH GROUP, LLC now reports custody of client assets ($20.4M). IAPD ↗
$279.5M RAUM · 1 reps · 216-529-0320
ComplianceCustodian
68
AA FINANCIAL ADVISORS, LLC now reports custody of client assets ($530.8M). IAPD ↗
$864.3M RAUM · 8 reps · 614-442-3355
ComplianceCustodian
68
ELIOS FINANCIAL GROUP, INC. now reports custody of client assets ($8.5M). IAPD ↗
$256.0M RAUM · 2 reps · 440-617-9100 · eliosfinancial.com
ComplianceCustodian
68
PREMIER WEALTH ADVISORS, LLC now reports custody of client assets ($2.6M). IAPD ↗
$431.8M RAUM · 7 reps · 212-752-4343 · yourpremierwealth.com
ComplianceCustodian
68
DELTA FINANCIAL ADVISORS, L.L.C. now reports custody of client assets ($110.1M). IAPD ↗
$381.1M RAUM · 2 reps · 504 522-9019 · deltafinad.com
ComplianceCustodian
68
FAI ADVISORS, INC. now reports custody of client assets ($97,878). IAPD ↗
$250.0M RAUM · 8 reps · 248-482-3600 · financialarch.com
ComplianceCustodian
68
MPS-LORIA FINANCIAL PLANNERS,LLC now reports custody of client assets ($241.2M). IAPD ↗
$692.3M RAUM · 5 reps · 630-887-4404 · mpsloria.com
ComplianceCustodian
68
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY now reports custody of client assets ($45.9M). IAPD ↗
$287.3M RAUM · 4 reps · 717-790-9001 · investwithmosaic.com
ComplianceCustodian
68
EICHNER INVESTMENT PLANNING, LLC now reports custody of client assets ($240.4M). IAPD ↗
$536.6M RAUM · 1 reps · 513-290-9170 · eichplan.com
ComplianceCustodian
68
GOODWIN INVESTMENT ADVISORY now reports custody of client assets ($12.5M). IAPD ↗
$265.9M RAUM · 5 reps · 678-741-2370
ComplianceCustodian
68
GENERATIONAL WEALTH ADVISORS now reports custody of client assets ($154.3M). IAPD ↗
$366.0M RAUM · 10 reps · 972-378-1795
ComplianceCustodian
68
NORTH BERKELEY WEALTH MANAGEMENT, LLC now reports custody of client assets ($31.0M). IAPD ↗
$613.1M RAUM · 9 reps · 510-528-5820 · northberkeleywealth.com
ComplianceCustodian
68
BROADLEAF PARTNERS, LLC now reports custody of client assets ($29.3M). IAPD ↗
$410.6M RAUM · 4 reps · 330-650-0921
ComplianceCustodian
68
STONE HOUSE INVESTMENT MANAGEMENT, LLC now reports custody of client assets ($74.0M). IAPD ↗
$544.5M RAUM · 12 reps · (570) 836-7020
ComplianceCustodian
68
HEADINVEST now reports custody of client assets ($688.7M). IAPD ↗
$897.6M RAUM · 8 reps · 207-773-5333 · headinvest.com
ComplianceCustodian
68
WHALEROCK POINT PARTNERS, LLC now reports custody of client assets ($29.8M). IAPD ↗
$624.8M RAUM · 5 reps · 401-228-7799 · wrpoint.com
ComplianceCustodian
68
WISE WEALTH, LLC now reports custody of client assets ($190.9M). IAPD ↗
$326.2M RAUM · 10 reps · 816-246-9473
ComplianceCustodian
68
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC now reports custody of client assets ($50.1M). IAPD ↗
$953.8M RAUM · 16 reps · 716-568-8566 · iswealthmanagement.com
ComplianceCustodian
68
PASI INVESTMENTS, LLC now reports custody of client assets ($1.3M). IAPD ↗
$503.3M RAUM · 4 reps · 860-284-6880
ComplianceCustodian
68
FORTUNE FINANCIAL ADVISORS, LLC now reports custody of client assets ($92.8M). IAPD ↗
$369.0M RAUM · 8 reps · 913-393-0038 · fortunefinancialadvisors.com
ComplianceCustodian
68
HARLOW WEALTH MANAGEMENT, INC. now reports custody of client assets ($237.1M). IAPD ↗
$315.9M RAUM · 7 reps · 360-573-2522
ComplianceCustodian
68
BLUECHIP WEALTH ADVISORS LLC now reports custody of client assets ($87.5M). IAPD ↗
$485.1M RAUM · 6 reps · 770-771-5812 · bcwealthadvisors.com
ComplianceCustodian
68
THE LLOYD GROUP now reports custody of client assets ($4.0M). IAPD ↗
$299.7M RAUM · 7 reps · 770-932-0387 · thelloydgroupinc.com
ComplianceCustodian
68
GOODHAVEN CAPITAL MANAGEMENT now reports custody of client assets ($5,779). IAPD ↗
$336.4M RAUM · 2 reps · 305-677-7650 · goodhavenllc.com
ComplianceCustodian
68
HOBBS GROUP ADVISORS LLC now reports custody of client assets ($390.1M). IAPD ↗
$390.1M RAUM · 7 reps · 803-540-3034
ComplianceCustodian
68
CLARITY WEALTH ADVISORS now reports custody of client assets ($15.0M). IAPD ↗
$478.9M RAUM · 2 reps · 408-560-3220 · claritywealthadvisors.com
ComplianceCustodian
68
SENTINUS, LLC now reports custody of client assets ($92.0M). IAPD ↗
$615.6M RAUM · 9 reps · 630-448-5711 · sentinus.com
ComplianceCustodian
68
IRON HORSE WEALTH MANAGEMENT, LLC now reports custody of client assets ($80,178). IAPD ↗
$426.3M RAUM · 6 reps · 515-779-6250 · ironhorsewm.com
ComplianceCustodian
68
TEAMWORK FINANCIAL ADVISORS, LLC now reports custody of client assets ($78.1M). IAPD ↗
$653.6M RAUM · 16 reps · 210-687-1333 · teamworkfinancial.com
ComplianceCustodian
68
TCFG INVESTMENT ADVISORS, LLC now reports custody of client assets ($442.1M). IAPD ↗
$506.8M RAUM · 24 reps · 949-365-5830 · tcfgcompanies.com
ComplianceCustodian
68
BENEDETTI, GUCER & ASSOCIATES now reports custody of client assets ($1.2M). IAPD ↗
$572.3M RAUM · 13 reps · 404-602-0034
ComplianceCustodian
68
MILESTONE INVESTMENT ADVISORS, LLC now reports custody of client assets ($12.8M). IAPD ↗
$782.6M RAUM · 6 reps · 608-826-5730 · milestoneia.com
ComplianceCustodian
68
LIQUID STRATEGIES, LLC now reports custody of client assets ($7.9M). IAPD ↗
$522.7M RAUM · 4 reps · 800-970-2725 · overlayshares.com
ComplianceCustodian
68
CYPRESS CAPITAL, LLC now reports custody of client assets ($56.1M). IAPD ↗
$401.0M RAUM · 6 reps · 615-467-6075
ComplianceCustodian
68
FORTIS CAPITAL MANAGEMENT LLC now reports custody of client assets ($156.3M). IAPD ↗
$496.9M RAUM · 9 reps · 425-453-5010
ComplianceCustodian
68
AUOUR INVESTMENTS LLC now reports custody of client assets ($11.5M). IAPD ↗
$317.0M RAUM · 4 reps · 978-338-4830 · auour.com
ComplianceCustodian
68
VANN EQUITY MANAGEMENT LLC now reports custody of client assets ($7.8M). IAPD ↗
$701.0M RAUM · 6 reps · 214-983-0346 · vannequitymanagement.com
ComplianceCustodian
68
BLUE WATER ASSET MANAGEMENT now reports custody of client assets ($112.9M). IAPD ↗
$334.7M RAUM · 7 reps · 616-447-1600 · redfieldfinancialgroup.com
ComplianceCustodian
68
WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC now reports custody of client assets ($3.8M). IAPD ↗
$292.2M RAUM · 1 reps · 720-938-6436
ComplianceCustodian
68
OAK ROOT LLC now reports custody of client assets ($30.0M). IAPD ↗
$777.0M RAUM · 1 reps · 805-395-9767 · oakrootllc.com
ComplianceCustodian
68
HUNGERFORD FINANCIAL LLC now reports custody of client assets ($42.1M). IAPD ↗
$308.8M RAUM · 4 reps · 616-302-1558 · hungerfordfinancial.com
ComplianceCustodian
68
ADDICUS ADVISORY, LLC now reports custody of client assets ($121.6M). IAPD ↗
$270.6M RAUM · 5 reps · 877-294-8658 · addicusadvisors.com
ComplianceCustodian
68
ONE WEALTH MANAGEMENT now reports custody of client assets ($176.2M). IAPD ↗
$343.8M RAUM · 6 reps · (855) 663-9584 · onewealthmgmt.com
ComplianceCustodian
68
QUARRY HILL ADVISORS now reports custody of client assets ($157.5M). IAPD ↗
$255.7M RAUM · 4 reps · 6124400318
ComplianceCustodian
68
FSA WEALTH MANAGEMENT, LLC now reports custody of client assets ($414.2M). IAPD ↗
$414.2M RAUM · 4 reps · (781) 455-1020 · fsawm.com
ComplianceCustodian
68
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now reports custody of client assets ($213.1M). IAPD ↗
$379.7M RAUM · 9 reps · 913-295-9500
ComplianceCustodian
68
CYPRESS CAPITAL ADVISORS, LLC now reports custody of client assets ($7.9M). IAPD ↗
$323.6M RAUM · 4 reps · 615-467-6075 · musicrowwealthmanagement.com
ComplianceCustodian
68
KPP ADVISORY SERVICES LLC now reports custody of client assets ($388.6M). IAPD ↗
$880.6M RAUM · 25 reps · 502-394-0400 · kpp-lpl.com
ComplianceCustodian
68
BLACKSTON FINANCIAL ADVISORY GROUP, LLC now reports custody of client assets ($252.0M). IAPD ↗
$252.5M RAUM · 4 reps · 352-633-9046
ComplianceCustodian
68
FELICITAS GLOBAL PARTNERS, LLC now reports custody of client assets ($694.2M). IAPD ↗
$819.1M RAUM · 10 reps · 310.461.8990
ComplianceCustodian
68
CAPASSO PLANNING PARTNERS LLC now reports custody of client assets ($78.2M). IAPD ↗
$332.8M RAUM · 10 reps · 843-608-8487 · capassoplanningpartners.com
ComplianceCustodian
68
THE SUM now reports custody of client assets ($120.1M). IAPD ↗
$305.6M RAUM · 5 reps · 281-940-4859 · thesumplanning.com
ComplianceCustodian
68
BLUE INVESTMENT PARTNERS LLC now reports custody of client assets ($18.1M). IAPD ↗
$259.7M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
ComplianceCustodian
68
CATALYST FINANCIAL PARTNERS now reports custody of client assets ($184.4M). IAPD ↗
$827.3M RAUM · 8 reps · 617-239-8101
ComplianceCustodian
68
ACCRETIVE WEALTH PARTNERS, LLC now reports custody of client assets ($42.4M). IAPD ↗
$323.2M RAUM · 3 reps · (973) 970-2627
ComplianceCustodian
68
SKYOAK WEALTH now reports custody of client assets ($113.3M). IAPD ↗
$497.0M RAUM · 5 reps · 248-348-6500 · skyoakwealth.com
ComplianceCustodian
68
SIGNAL ADVISORS WEALTH, LLC now reports custody of client assets ($194.8M). IAPD ↗
$465.3M RAUM · 5 reps · 1-866-774-4625
ComplianceCustodian
68
CAPITAL CREEK PARTNERS now reports custody of client assets ($64.2M). IAPD ↗
$680.7M RAUM · 13 reps · 512-316-3397 · capitalcreek.com
ComplianceCustodian
68
TANNIN CAPITAL, LLC now reports custody of client assets ($72,849). IAPD ↗
$362.3M RAUM · 6 reps · 704-552-1082 · tannin.com
ComplianceCustodian
68
PLATFORM TECHNOLOGY PARTNERS now reports custody of client assets ($567.0M). IAPD ↗
$936.7M RAUM · 7 reps · 212-444-2362 · neprivatewealth.com
ComplianceCustodian
68
BLUE ZONE WEALTH ADVISORS, LLC now reports custody of client assets ($10.7M). IAPD ↗
$462.3M RAUM · 4 reps · (310) 310-2789 · bluezoneadvisory.com
ComplianceCustodian
68
WELLINGTON WEALTH STRATEGIES, LLC now reports custody of client assets ($50.8M). IAPD ↗
$279.6M RAUM · 15 reps · 317-789-8800 · twealth.com
ComplianceCustodian
68
AXIOM FINANCIAL STRATEGIES GROUP, LLC now reports custody of client assets ($13.9M). IAPD ↗
$346.3M RAUM · 7 reps · 812-913-7701 · axiomfsg.com
ComplianceCustodian
68
DECHTMAN WEALTH MANAGEMENT now reports custody of client assets ($2.1M). IAPD ↗
$651.0M RAUM · 3 reps · 303 741 9772
ComplianceCustodian
68
ROBERTS WEALTH ADVISORS, LLC now reports custody of client assets ($8.5M). IAPD ↗
$306.1M RAUM · 6 reps · 650-240-2410
ComplianceCustodian
68
TRUE NORTH FINANCIAL now reports custody of client assets ($193.1M). IAPD ↗
$357.4M RAUM · 4 reps · 406-294-5000 · planwithtruenorth.com
ComplianceCustodian
68
PREPARED RETIREMENT INSTITUTE LLC now reports custody of client assets ($1.1M). IAPD ↗
$281.0M RAUM · 2 reps · 215-997-5700 · preparedretirementinstitute.com
ComplianceCustodian
68
VANCE WEALTH now reports custody of client assets ($280.2M). IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
ComplianceCustodian
68
MILESTONE ASSET MANAGEMENT, LLC now reports custody of client assets ($110.0M). IAPD ↗
$445.8M RAUM · 9 reps · 412-643-3058 · milestoneassetmanagement.com
ComplianceCustodian
68
OAK HARBOR WEALTH PARTNERS, LLC now reports custody of client assets ($9.2M). IAPD ↗
$566.0M RAUM · 4 reps · 919-800-0705 · oakharborwealthpartners.com
ComplianceCustodian
68
RETIREMENT PLANNING SOLUTIONS, LLC now reports custody of client assets ($281.2M). IAPD ↗
$285.4M RAUM · 11 reps · 502-499-5668
ComplianceCustodian
68
LANGLEY WEALTH MANAGEMENT, LLC now reports custody of client assets ($8.1M). IAPD ↗
$255.8M RAUM · 2 reps · (662) 872-3051 · langleywm.com
ComplianceCustodian
68
HILL ISLAND FINANCIAL LLC now reports custody of client assets ($423.4M). IAPD ↗
$446.6M RAUM · 5 reps · (616) 977-2639 · hillislandfinancial.com
ComplianceCustodian
68
HERR INVESTMENT GROUP LLC now reports custody of client assets ($182.1M). IAPD ↗
$747.6M RAUM · 4 reps · 312-971-7800 · herrinvest.com
ComplianceCustodian
68
GDS WEALTH MANAGEMENT now reports custody of client assets ($348,000). IAPD ↗
$891.7M RAUM · 11 reps · 469-212-8072 · gdswealth.com
ComplianceCustodian
68
STRATEGIC ADVOCATES, LLC now reports custody of client assets ($124.7M). IAPD ↗
$363.5M RAUM · 7 reps · (435) 754-7888 · wealth-advocates.com
ComplianceCustodian
68
TRANSCE3ND LLC now reports custody of client assets ($1.1M). IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
ComplianceCustodian
68
HILLCREST FINANCIAL GROUP now reports custody of client assets ($114.3M). IAPD ↗
$392.1M RAUM · 4 reps · (805) 373-8686 · hillcrestfinancialgroup.com
ComplianceCustodian
68
SOLLINDA CAPITAL MANAGEMENT LLC now reports custody of client assets ($183.7M). IAPD ↗
$916.8M RAUM · 9 reps · 828-455-4264 · sollinda.com
ComplianceCustodian
68
IMPRINT WEALTH LLC now reports custody of client assets ($44.4M). IAPD ↗
$709.1M RAUM · 17 reps · (843) 834-4853
ComplianceCustodian
68
LANDMARK WEALTH MANAGEMENT GROUP now reports custody of client assets ($102.7M). IAPD ↗
$824.4M RAUM · 12 reps · (800) 251-9932 · landmarkwealth.com
ComplianceCustodian
68
ACCESS INVESTMENT MANAGEMENT, LLC now reports custody of client assets ($136.4M). IAPD ↗
$363.9M RAUM · 2 reps · (678) 429-4949 · accesscapital-llc.com
ComplianceCustodian
68
TURTLE CREEK WEALTH ADVISORS, LLC now reports custody of client assets ($667.6M). IAPD ↗
$905.6M RAUM · 17 reps · 214-214-3110
ComplianceCustodian
68
GUIDANCE CAPITAL, INC. now reports custody of client assets ($3.0M). IAPD ↗
$288.3M RAUM · 6 reps · (502) 813-2100 · guidancecapital.com
ComplianceCustodian
68
SPECTRUM WEALTH MANAGEMENT now reports custody of client assets ($653.0M). IAPD ↗
$976.4M RAUM · 8 reps · 317-663-5600 · spectrum-mgmt.com
ComplianceCustodian
68
HERITAGE FAMILY OFFICES, LLP now reports custody of client assets ($52.4M). IAPD ↗
$365.1M RAUM · 5 reps · (602) 775-5400
ComplianceCustodian
68
THE NORDEN GROUP LLC now reports custody of client assets ($561.4M). IAPD ↗
$987.2M RAUM · 12 reps · 801-331-5511 · thenordengroup.com
ComplianceCustodian
68
SEVEN MILE ADVISORY LLC now reports custody of client assets ($328.0M). IAPD ↗
$328.0M RAUM · 4 reps · 212-365-5562
ComplianceCustodian
68
GILLILAND JETER WEALTH MANAGEMENT, LLC now reports custody of client assets ($138.2M). IAPD ↗
$454.5M RAUM · 3 reps · 501-902-4951 · gillilandjeter.com
ComplianceCustodian
68
A16Z PERENNIAL MANAGEMENT, L.P. now reports custody of client assets ($812.9M). IAPD ↗
$812.9M RAUM · 9 reps · (650) 798-5800 · a16z.com
ComplianceCustodian
68
RAI WEALTH now reports custody of client assets ($78.9M). IAPD ↗
$326.1M RAUM · 5 reps · 6307338434 · raiwealth.com
ComplianceCustodian
68
CANOPY PARTNERS now reports custody of client assets ($190.8M). IAPD ↗
$596.8M RAUM · 3 reps · 5134042604 · canopyfamilyoffice.com
ComplianceCustodian
68
PORTSIDE WEALTH GROUP, LLC now reports custody of client assets ($134.8M). IAPD ↗
$884.8M RAUM · 37 reps · 385-412-1222 · oxfordfinancialgroup.com
ComplianceCustodian
68
PRECEDENT WEALTH PARTNERS, LLC now reports custody of client assets ($155.6M). IAPD ↗
$378.7M RAUM · 4 reps · (713)244-6450 · precedentwealth.com
ComplianceCustodian
68
PREMIER PATH WEALTH PARTNERS, LLC now reports custody of client assets ($393.8M). IAPD ↗
$814.5M RAUM · 4 reps · 973-671-6530 · premierpath.com
ComplianceCustodian
68
CURIO WEALTH, LLC now reports custody of client assets ($103.2M). IAPD ↗
$330.7M RAUM · 6 reps · 410-449-2599 · curiowealth.com
ComplianceCustodian
68
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC now reports custody of client assets ($11.1M). IAPD ↗
$571.4M RAUM · 8 reps · 937-644-0351
ComplianceCustodian
68
TORREYANA CAPITAL now reports custody of client assets ($736.0M). IAPD ↗
$736.0M RAUM · 3 reps · 6198377996 · torreyanacapital.com
ComplianceCustodian
68
ADAPT WEALTH ADVISORS, LLC now reports custody of client assets ($47.3M). IAPD ↗
$253.0M RAUM · 5 reps · 404-594-5559 · adaptwealthadvisors.com
ComplianceCustodian
65
CALVERT WEALTH MANAGEMENT, INC. now reports custody of client assets ($33.0M). IAPD ↗
$138.2M RAUM · 3 reps · 301-812-1550 · calvertwealth.com
ComplianceCustodian
65
VEACH FAMILY FINANCIAL now reports custody of client assets ($25.0M). IAPD ↗
$112.4M RAUM · 2 reps · 501-753-0313 · veachfamilyfinancial.com
ComplianceCustodian
65
GODFREY FINANCIAL ASSOCIATES, INC. now reports custody of client assets ($1.4M). IAPD ↗
$137.5M RAUM · 2 reps · 518-767-2574
ComplianceCustodian
65
STEWARDSHIP FINANCIAL PLANNING now reports custody of client assets ($1.2M). IAPD ↗
$37.0M RAUM · 1 reps · 914-380-1421 · stewardshipfp.com
ComplianceCustodian
65
KEYNOTE FINANCIAL SERVICES, LLC now reports custody of client assets ($6.4M). IAPD ↗
$154.7M RAUM · 2 reps · 860-875-5753
ComplianceCustodian
65
STEVEN G. BLUM AND ASSOCIATES, LLC now reports custody of client assets ($4.4M). IAPD ↗
$137.4M RAUM · 2 reps · 610-328-7725 · stevengblum.com
ComplianceCustodian
65
DWR WEALTH MANAGEMENT, LLC now reports custody of client assets ($9.3M). IAPD ↗
$165.7M RAUM · 4 reps · (408) 260-9600 · dunhamcpas.com
ComplianceCustodian
65
TURNER FINANCIAL GROUP, INC. now reports custody of client assets ($7.0M). IAPD ↗
$115.7M RAUM · 4 reps · 850-995-1797 · turnerfg.com
ComplianceCustodian
65
COLE WEALTH MANAGEMENT, LLC now reports custody of client assets ($26.0M). IAPD ↗
$145.0M RAUM · 3 reps · 480-275-6354 · colewealthmanagement.com
ComplianceCustodian
65
TIETON CAPITAL MANAGEMENT now reports custody of client assets ($16.0M). IAPD ↗
$194.7M RAUM · 2 reps · 509-965-6488 · tietoncapital.com
ComplianceCustodian
65
TAURUS CAPITAL ADVISORS, LLC now reports custody of client assets ($96.5M). IAPD ↗
$152.4M RAUM · 4 reps · 503-658-9529 · tauruscap.com
ComplianceCustodian
65
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC now reports custody of client assets ($88.4M). IAPD ↗
$136.1M RAUM · 8 reps · 312-380-5300
ComplianceCustodian
65
GUARDIAN WEALTH MANAGEMENT now reports custody of client assets ($64.8M). IAPD ↗
$133.9M RAUM · 3 reps · 385-355-4455 · investgwm.com
ComplianceCustodian
65
PACIFIC VALUE, LLC now reports custody of client assets ($27.0M). IAPD ↗
$156.0M RAUM · 3 reps · 208-331-2315
ComplianceCustodian
65
STRATEGIC FINANCIAL PARTNERS, LTD now reports custody of client assets ($1.0M). IAPD ↗
$231.9M RAUM · 6 reps · 503-467-7832 · advisoryfirm.com
ComplianceCustodian
65
BANKPLUS WEALTH ADVISORS now reports custody of client assets ($43.6M). IAPD ↗
$150.5M RAUM · 12 reps · 601-607-4290 · bankplus.net
ComplianceCustodian
65
BULLSEYE ASSET MANAGEMENT LLC now reports custody of client assets ($27.9M). IAPD ↗
$206.2M RAUM · 2 reps · 720 545 9988 · bullseye-am.com
ComplianceCustodian
65
COMPASS WEALTH MANAGEMENT, LLC now reports custody of client assets ($709,353). IAPD ↗
$225.3M RAUM · 3 reps · 678-619-2364 · compasswm.net
ComplianceCustodian
65
ATLANTIS ASSET MANAGEMENT, LLC now reports custody of client assets ($500,000). IAPD ↗
$25.0M RAUM · 2 reps · 212-945-8501 · atlantisasset.com
ComplianceCustodian
65
BYRNE & COMPANY WEALTH MANAGEMENT, LLC now reports custody of client assets ($39.3M). IAPD ↗
$114.5M RAUM · 1 reps · 360-338-0645 · byrnewm.com
ComplianceCustodian
65
SENTARA CAPITAL now reports custody of client assets ($3.0M). IAPD ↗
$131.7M RAUM · 2 reps · (770) 509-5305 · sentarafinancial.com
ComplianceCustodian
65
STRATEGY FINANCIAL GROUP now reports custody of client assets ($15.9M). IAPD ↗
$181.5M RAUM · 6 reps · 602-343-9301 · calvingoetz.com
ComplianceCustodian
65
OMICRON ADVISORS, LLC now reports custody of client assets ($521,781). IAPD ↗
$106.1M RAUM · 2 reps · 302-453-9662 · omicronadvisors.com
ComplianceCustodian
65
SUMMIT WEALTH GROUP, LLC now reports custody of client assets ($91.0M). IAPD ↗
$123.3M RAUM · 3 reps · 918-930-9300
ComplianceCustodian
65
PURSINO ADVISORY GROUP LLC now reports custody of client assets ($100,000). IAPD ↗
$19.4M RAUM · 1 reps · 516-240-8088 · pursino.com
ComplianceCustodian
65
MILESTONE WEALTH, LLC now reports custody of client assets ($102.9M). IAPD ↗
$102.9M RAUM · 1 reps · 716-626-2556
ComplianceCustodian
65
HGI CAPITAL MANAGEMENT, LLC. now reports custody of client assets ($115.2M). IAPD ↗
$186.5M RAUM · 3 reps · 212-644-0515
ComplianceCustodian
65
IADVISE PARTNERS now reports custody of client assets ($6.2M). IAPD ↗
$174.4M RAUM · 1 reps · 212-686-4601 · iadvisepartners.com
ComplianceCustodian
65
COHEN INVESTMENT ADVISORS, LLC now reports custody of client assets ($12.5M). IAPD ↗
$188.3M RAUM · 2 reps · (603) 232-8350 · investwithcohen.com
ComplianceCustodian
65
O'CONNOR FINANCIAL GROUP LLC now reports custody of client assets ($91.7M). IAPD ↗
$202.3M RAUM · 3 reps · 217-223-0113
ComplianceCustodian
65
MILLER WEALTH ADVISORS, LLC now reports custody of client assets ($163.7M). IAPD ↗
$146.8M RAUM · 2 reps · (713) 252-1661 · miller-wealthadvisors.com
ComplianceCustodian
65
NORTHEASTERN STAR ASSET MANAGEMENT, INC. now reports custody of client assets ($55.5M). IAPD ↗
$207.6M RAUM · 3 reps · 717-732-2719 · northeasternstarassetmanagement.com
ComplianceCustodian
65
BARING FINANCIAL LLC now reports custody of client assets ($6.4M). IAPD ↗
$136.4M RAUM · 2 reps · 360-671-7257
ComplianceCustodian
65
PROSPERITY WEALTH MANAGEMENT, INC. now reports custody of client assets ($110.6M). IAPD ↗
$243.4M RAUM · 48 reps · 925-791-4444 · thinkpwm.com
ComplianceCustodian
65
GATES PASS ADVISORS, LLC now reports custody of client assets ($75.1M). IAPD ↗
$151.3M RAUM · 2 reps · 650-797-0280 · gatespassadvisors.com
ComplianceCustodian
65
SIMMONS CAPITAL GROUP now reports custody of client assets ($1.4M). IAPD ↗
$211.5M RAUM · 4 reps · (518) 406-5624
ComplianceCustodian
65
CROSS STATE FINANCIAL GROUP LLC now reports custody of client assets ($1.1M). IAPD ↗
$145.5M RAUM · 9 reps · 800-621-6974
ComplianceCustodian
65
ENTASIS ASSET MANAGEMENT LLC now reports custody of client assets ($43.2M). IAPD ↗
$136.1M RAUM · 4 reps · 262-754-5299 · entasisassetmanagement.com
ComplianceCustodian
65
GOLDEN RESERVE RETIREMENT, LLC now reports custody of client assets ($142.3M). IAPD ↗
$201.1M RAUM · 6 reps · 855-456-4777
ComplianceCustodian
65
CAPSTONE WEALTH MANAGEMENT GROUP, LLC now reports custody of client assets ($25,000). IAPD ↗
$248.8M RAUM · 4 reps · (888) 587-7526 · capstone-wealth.com
ComplianceCustodian
65
BANNERMAN WEALTH now reports custody of client assets ($110.8M). IAPD ↗
$110.8M RAUM · 4 reps · (214) 919-4448
ComplianceCustodian
65
GIBSON WEALTH ADVISORS, LLC now reports custody of client assets ($52.6M). IAPD ↗
$140.1M RAUM · 2 reps · 214-347-7475 · gibsonwealthadvisors.com
ComplianceCustodian
65
MOTIV8 INVESTMENTS LLC now reports custody of client assets ($130.2M). IAPD ↗
$161.4M RAUM · 14 reps · 772-247-4488 · wellpreserved.info
ComplianceCustodian
65
WALLACE HART CAPITAL MANAGEMENT now reports custody of client assets ($22.0M). IAPD ↗
$234.4M RAUM · 3 reps · 859-300-3030 · wallacehart.com
ComplianceCustodian
65
DEFINE FINANCIAL, LLC now reports custody of client assets ($205.2M). IAPD ↗
$205.2M RAUM · 3 reps · (858) 345-1197
ComplianceCustodian
65
OAK STREET INVESTMENTS now reports custody of client assets ($80.2M). IAPD ↗
$111.6M RAUM · 1 reps · (720) 515-6822
ComplianceCustodian
65
AO WEALTH ADVISORY now reports custody of client assets ($3.1M). IAPD ↗
$146.7M RAUM · 3 reps · 515-224-7849 · aowealthadvisory.com
ComplianceCustodian
65
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC now reports custody of client assets ($1.5M). IAPD ↗
$183.2M RAUM · 32 reps · 1-407-362-7753
ComplianceCustodian
65
ATLANTIC WEALTH PARTNERS, LLC now reports custody of client assets ($25.6M). IAPD ↗
$227.7M RAUM · 4 reps · 561-632-0566 · atlanticwealthpartners.com
ComplianceCustodian
65
PRATO CAPITAL MANAGEMENT now reports custody of client assets ($48.7M). IAPD ↗
$180.5M RAUM · 3 reps · 914-930-6871
ComplianceCustodian
65
SILVER OAK WEALTH ADVISORS SERVICES, LLC now reports custody of client assets ($133.3M). IAPD ↗
$218.2M RAUM · 3 reps · 310-207-4800 · silveroakwa.com
ComplianceCustodian
65
CMC FINANCIAL GROUP, LLC now reports custody of client assets ($1.9M). IAPD ↗
$196.3M RAUM · 3 reps · (678) 690-8800 · cmcfg.com
ComplianceCustodian
65
SINECERA CAPITAL, LLC now reports custody of client assets ($33.3M). IAPD ↗
$124.6M RAUM · 6 reps · 512-980-4600
ComplianceCustodian
65
GOLDEN WEALTH MANAGEMENT now reports custody of client assets ($46.2M). IAPD ↗
$126.5M RAUM · 3 reps · (570) 208-7050 · goldenwealthmgmt.com
ComplianceCustodian
65
ERICKSON FINANCIAL GROUP, LLC now reports custody of client assets ($8.0M). IAPD ↗
$146.6M RAUM · 2 reps · (484) 209-5270
ComplianceCustodian
65
CWM PARTNERS, LLC now reports custody of client assets ($44.9M). IAPD ↗
$62.4M RAUM · 2 reps · (646) 546-5275 · cwm-partners.com
ComplianceCustodian
65
THREE SIXTY WEALTH MANAGEMENT, LLC now reports custody of client assets ($11). IAPD ↗
$135.8M RAUM · 2 reps · (630) 219-1695 · threesixtywm.com
ComplianceCustodian
65
INFINITY FINANCIAL SERVICES ADVISORY now reports custody of client assets ($60.4M). IAPD ↗
$145.0M RAUM · 37 reps · 510-588-8000 · infinitysecurities.com
ComplianceCustodian
65
VANTAGE POINT FINANCIAL, LLC now reports custody of client assets ($58.9M). IAPD ↗
$237.9M RAUM · 9 reps · (331) 204-6212
ComplianceCustodian
65
APRICUS WEALTH LLC now reports custody of client assets ($50.5M). IAPD ↗
$227.1M RAUM · 4 reps · 610-329-4899 · apricuswealth.com
ComplianceCustodian
65
REVERE CAPITAL MANAGEMENT LP now reports custody of client assets ($120.3M). IAPD ↗
$120.3M RAUM · 11 reps · 214-227-9337 · reverecapital.com
ComplianceCustodian
65
WOLVERINE INVESTMENT ADVISORS, LLC now reports custody of client assets ($129,644). IAPD ↗
$1.7M RAUM · 2 reps · 866-504-0975 · wolverineinvestmentadvisors.com
ComplianceCustodian
65
VIAWEALTH, LLC now reports custody of client assets ($66.7M). IAPD ↗
$211.9M RAUM · 3 reps · 844-484-7849
ComplianceCustodian
65
PACIFIC POINT ADVISORS, LLC now reports custody of client assets ($61.8M). IAPD ↗
$212.2M RAUM · 5 reps · 858-356-6600
ComplianceCustodian
65
TETON WEALTH GROUP LLC now reports custody of client assets ($42.2M). IAPD ↗
$128.4M RAUM · 8 reps · 844-838-6600 · retireteton.com
ComplianceCustodian
65
SHINING ROCK ADVISORS LLC now reports custody of client assets ($1.5M). IAPD ↗
$160.6M RAUM · 2 reps · 617-987-1307 · shiningrockadvisors.com
ComplianceCustodian
65
TRANSITUS WEALTH PARTNERS LLC now reports custody of client assets ($2.0M). IAPD ↗
$227.9M RAUM · 2 reps · 910-395-1991 · transituswealth.com
ComplianceCustodian
65
ENZA FINANCIAL, LLC now reports custody of client assets ($24.1M). IAPD ↗
$130.0M RAUM · 5 reps · 216-236-0700
ComplianceCustodian
65
HEIGHTS LLC now reports custody of client assets ($117.9M). IAPD ↗
$192.7M RAUM · 2 reps · 310-640-7647
ComplianceCustodian
65
IPSEN ADVISOR GROUP now reports custody of client assets ($34.7M). IAPD ↗
$192.0M RAUM · 2 reps · (501) 614-4700 · ipsenadvisorgroup.com
ComplianceCustodian
65
CONSCIOUS WEALTH INVESTMENTS, LLC now reports custody of client assets ($200,000). IAPD ↗
$192.7M RAUM · 2 reps · (305) 876-6903
ComplianceCustodian
65
AMICORP WEALTH SERVICES now reports custody of client assets ($2.5M). IAPD ↗
$119.2M RAUM · 1 reps · (786) 8421075 · amicorp.com
ComplianceCustodian
65
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC now reports custody of client assets ($132.0M). IAPD ↗
$128.6M RAUM · 3 reps · 847-983-0123 · mirrettiperryman.com
ComplianceCustodian
65
OXFORD WEALTH GROUP, LLC now reports custody of client assets ($20.8M). IAPD ↗
$198.9M RAUM · 7 reps · 407-495-2004
ComplianceCustodian
65
CONQUIS FINANCIAL LLC now reports custody of client assets ($67.5M). IAPD ↗
$206.9M RAUM · 2 reps · 971-371-3450 · conquis.com
ComplianceCustodian
65
CLARK WEALTH PARTNERS, LLC now reports custody of client assets ($38.0M). IAPD ↗
$169.7M RAUM · 3 reps · 618-607-4101 · clarkwealthpartners.com
ComplianceCustodian
65
STEWARD ADVISORS GROUP, LLC now reports custody of client assets ($14.2M). IAPD ↗
$35.5M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
ComplianceCustodian
65
AMERITY WEALTH MANAGEMENT, LLC now reports custody of client assets ($5.1M). IAPD ↗
$141.0M RAUM · 14 reps · (863) 683-1750 · ameritywm.com
ComplianceCustodian
65
RM INVESTMENT STRATEGIES, LLC now reports custody of client assets ($2.3M). IAPD ↗
$22.9M RAUM · 2 reps · (877) 803-6087 · riskmis.com
ComplianceCustodian
65
ONEASCENT FAMILY OFFICES now reports custody of client assets ($18.2M). IAPD ↗
$93.8M RAUM · 2 reps · (205) 313-9142
ComplianceCustodian
65
LIGHT CAPITAL LLC now reports custody of client assets ($74.8M). IAPD ↗
$120.2M RAUM · 1 reps · 424-625-2065 · lightcap.co
ComplianceCustodian
65
9823 CAPITAL, LP now reports custody of client assets ($117.3M). IAPD ↗
$117.9M RAUM · 3 reps · 214-880-7444 · 9823.capital
ComplianceCustodian
65
ONEWELTH INC now reports custody of client assets ($81.7M). IAPD ↗
$47.3M RAUM · 2 reps · 212-750-0718
ComplianceCustodian
65
EVERGREEN MONEY ADVISORS now reports custody of client assets ($15,658). IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
ComplianceCustodian
65
RASP WEALTH SOLUTIONS, LLC now reports custody of client assets ($35.5M). IAPD ↗
$99.2M RAUM · 2 reps · 463-248-6395 · raspwealthsolutions.com
ComplianceCustodian
65
PUREFI WEALTH, LLC now reports custody of client assets ($19.6M). IAPD ↗
$107.6M RAUM · 4 reps · (617) 488-9320
ComplianceCustodian
60
PGIM PORTFOLIO ADVISORY now reports custody of client assets ($13.39B). IAPD ↗institutional
$13.39B RAUM · 26 reps · 973-802-3137 · pgim.com
ComplianceCustodian
60
ARES CAPITAL MANAGEMENT II LLC now reports custody of client assets ($455.0M). IAPD ↗institutional
$5.26B RAUM · 519 reps · 310-201-4100
ComplianceCustodian
58
VELOCITY CAPITAL ADVISORS LLC now reports custody of client assets. IAPD ↗institutional
$818.2M RAUM · 10 reps · 917-847-0499 · velocitycapllc.com
ComplianceCustodian
55
BMO ASSET MANAGEMENT CORP. now reports custody of client assets ($21,380). IAPD ↗fund
$4.25B RAUM · 4 reps · 312-461-4002
ComplianceCustodian
55
GALLIARD CAPITAL MANAGEMENT now reports custody of client assets. IAPD ↗fund
$85.51B RAUM · 20 reps · 612-667-3220 · galliard.com
ComplianceCustodian
55
ALKEON CAPITAL MANAGEMENT, LLC now reports custody of client assets ($9.95B). IAPD ↗fund
$17.27B RAUM · 28 reps · 212-716-6840 · alkeoncapital.com
ComplianceCustodian
55
CFI PARTNERS now reports custody of client assets ($301.8M). IAPD ↗fund
$5.86B RAUM · 20 reps · 312-416-4300
ComplianceCustodian
55
TRILANTIC NORTH AMERICA now reports custody of client assets ($15.46B). IAPD ↗fund
$7.73B RAUM · 38 reps · 212-607-8450 · trilanticpartners.com
ComplianceCustodian
55
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC now reports custody of client assets ($1.59B). IAPD ↗fund
$1.66B RAUM · 23 reps · 561-961-1000 · encorecm.com
ComplianceCustodian
55
TISHMAN SPEYER PROPERTIES, L.P. now reports custody of client assets ($9.45B). IAPD ↗fund
$16.08B RAUM · 187 reps · 212-715-0300 · tishmanspeyer.com
ComplianceCustodian
55
STELLUS CAPITAL MANAGEMENT, LLC now reports custody of client assets ($1.43B). IAPD ↗fund
$2.68B RAUM · 19 reps · 713-292-5400 · stelluscapital.com
ComplianceCustodian
55
ATLANTIC STREET CAPITAL MANAGEMENT, LLC now reports custody of client assets ($1.53B). IAPD ↗fund
$2.35B RAUM · 12 reps · 203-428-3150
ComplianceCustodian
55
LARAMAR MULTI-FAMILY VALUE MANAGER, LLC now reports custody of client assets ($1.23B). IAPD ↗fund
$2.00B RAUM · 13 reps · 312-669-1200 · laramar.com
ComplianceCustodian
55
DELTA-V CAPITAL, LLC now reports custody of client assets ($1.29B). IAPD ↗fund
$1.29B RAUM · 11 reps · 303-405-7565 · deltavcapital.com
ComplianceCustodian
55
RAVEN CAPITAL MANAGEMENT LLC now reports custody of client assets ($1.42B). IAPD ↗fund
$1.66B RAUM · 13 reps · 212-966-7926
ComplianceCustodian
55
BRIGHTWOOD CAPITAL ADVISORS, LLC now reports custody of client assets ($7.67B). IAPD ↗fund
$5.99B RAUM · 27 reps · 646-957-9539
ComplianceCustodian
55
DLD ASSET MANAGEMENT, LP now reports custody of client assets ($158.5M). IAPD ↗fund
$1.88B RAUM · 7 reps · 347-735-5115 · dldam.com
ComplianceCustodian
55
SEVEN EIGHT CAPITAL, LP now reports custody of client assets ($1.35B). IAPD ↗fund
$1.35B RAUM · 6 reps · 646-513-4350
ComplianceCustodian
55
SUMERU EQUITY PARTNERS now reports custody of client assets ($2.43B). IAPD ↗fund
$3.51B RAUM · 41 reps · 650-522-3300 · sumeruequity.com
ComplianceCustodian
55
STERLING INVESTMENT MANAGEMENT now reports custody of client assets ($1.13B). IAPD ↗fund
$1.95B RAUM · 24 reps · 561-835-1810 · sterlingorganization.com
ComplianceCustodian
55
RUNWAY GROWTH CAPITAL LLC now reports custody of client assets ($389.1M). IAPD ↗fund
$1.42B RAUM · 16 reps · 312-698-6902 · runwaygrowth.com
ComplianceCustodian
55
BLOCKCHAIN CAPITAL, LLC now reports custody of client assets ($2.13B). IAPD ↗fund
$2.36B RAUM · 13 reps · 415-677-5340 · blockchaincapital.com
ComplianceCustodian
55
CRESTA FUND MANAGEMENT LLC now reports custody of client assets ($3.08B). IAPD ↗fund
$1.60B RAUM · 9 reps · 214-310-1083
ComplianceCustodian
55
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC now reports custody of client assets ($1.32B). IAPD ↗fund
$1.45B RAUM · 19 reps · 212-561-1250
ComplianceCustodian
55
HULL STREET ENERGY now reports custody of client assets ($3.83B). IAPD ↗fund
$1.91B RAUM · 14 reps · 410-685-7950 · hullstreetenergy.com
ComplianceCustodian
55
ACCESS HOLDINGS MANAGEMENT COMPANY LLC now reports custody of client assets ($2.90B). IAPD ↗fund
$2.90B RAUM · 28 reps · 443-836-6931 · accessholdings.com
ComplianceCustodian
55
FORGELIGHT LLC now reports custody of client assets ($1.75B). IAPD ↗fund
$1.75B RAUM · 3 reps · 3058479770
ComplianceCustodian
55
CAI MANAGER LP now reports custody of client assets ($1.38B). IAPD ↗fund
$1.38B RAUM · 13 reps · (415) 640-5422
ComplianceCustodian
55
EISLER CAPITAL (US) LLC now reports custody of client assets ($53.95B). IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
ComplianceCustodian
55
GREENBELT CAPITAL PARTNERS now reports custody of client assets ($2.75B). IAPD ↗fund
$1.37B RAUM · 11 reps · 512-362-6260 · greenbeltcapital.com
ComplianceCustodian
55
ELDA RIVER CAPITAL MANAGEMENT, LLC now reports custody of client assets ($3.21B). IAPD ↗fund
$1.60B RAUM · 10 reps · 346 614 4250 · eldariver.com
ComplianceCustodian
55
KODAI CAPITAL MANAGEMENT LP now reports custody of client assets ($106.6M). IAPD ↗fund
$6.10B RAUM · 25 reps · 312-264-0620 · kodaicapital.com
ComplianceCustodian
55
PRESTON CAPITAL now reports custody of client assets ($1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 949-272-2000 · prestoncap.com
ComplianceCustodian
55
BREAKWALL INVESTMENT ADVISOR LLC now reports custody of client assets ($1.01B). IAPD ↗fund
$1.76B RAUM · 7 reps · 917-690-0000 · breakwallcap.com
ComplianceCustodian
55
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC now reports custody of client assets ($3.41B). IAPD ↗fund
$3.82B RAUM · 102 reps · 833-259-7511 · gid.com
ComplianceCustodian
53
RR ADVISORS, LLC now reports custody of client assets ($1.38B). IAPD ↗fund
$755.0M RAUM · 2 reps · 214-871-8680 · rchenergy.com
ComplianceCustodian
53
ESM MANAGEMENT LLC now reports custody of client assets ($159,979). IAPD ↗fund
$836.1M RAUM · 2 reps · 646-927-6089 · esminvestors.com
ComplianceCustodian
53
VANTAGE INFRASTRUCTURE (USA) INC. now reports custody of client assets ($109.1M). IAPD ↗fund
$548.3M RAUM · 4 reps · 212-681-2910
ComplianceCustodian
53
VIRTUS REAL ESTATE LLC now reports custody of client assets ($1.19B). IAPD ↗fund
$599.4M RAUM · 7 reps · 512-891-1230 · virtusre.com
ComplianceCustodian
53
URBAN FUND MANAGEMENT, LLC now reports custody of client assets ($537.8M). IAPD ↗fund
$789.8M RAUM · 2 reps · 972-543-8812 · urbanoilandgas.com
ComplianceCustodian
53
SOUND MARK PARTNERS, LLC now reports custody of client assets ($372.3M). IAPD ↗fund
$405.6M RAUM · 8 reps · 203-413-4280 · soundmarkpartners.com
ComplianceCustodian
53
AUA PRIVATE EQUITY PARTNERS, LLC now reports custody of client assets ($1.10B). IAPD ↗fund
$552.5M RAUM · 11 reps · 561-851-9500 · auaequity.com
ComplianceCustodian
53
AKKADIAN VENTURES, INC. now reports custody of client assets ($639.5M). IAPD ↗fund
$796.8M RAUM · 7 reps · (707) 653-6892 · akkadian.vc
ComplianceCustodian
53
ABR DYNAMIC FUNDS, LLC now reports custody of client assets ($186.6M). IAPD ↗fund
$516.4M RAUM · 3 reps · 212-918-4664 · abrdynamicfunds.com
ComplianceCustodian
53
HUDSON COVE CAPITAL MANAGEMENT LLC now reports custody of client assets ($852.3M). IAPD ↗fund
$957.7M RAUM · 8 reps · 201-685-7555 · hudsoncovecapital.com
ComplianceCustodian
53
ROCKTOP PARTNERS, LLC now reports custody of client assets ($247.3M). IAPD ↗fund
$260.5M RAUM · 16 reps · 844-456-6316 · rocktoppartners.com
ComplianceCustodian
53
ORANGE INVESTMENT ADVISORS, LLC now reports custody of client assets ($100,000). IAPD ↗fund
$555.9M RAUM · 3 reps · 407-758-4082 · orangeia.com
ComplianceCustodian
53
1CONFIRMATION now reports custody of client assets ($520.6M). IAPD ↗fund
$520.6M RAUM · 3 reps · 978-729-1251 · 1confirmation.com
ComplianceCustodian
53
WINCOVE now reports custody of client assets ($280.3M). IAPD ↗fund
$261.9M RAUM · 5 reps · (603) 770-9785 · wincove.com
ComplianceCustodian
53
NELLORE CAPITAL MANAGEMENT LLC now reports custody of client assets ($803.0M). IAPD ↗fund
$645.9M RAUM · 1 reps · 501-551-0128
ComplianceCustodian
53
CLOSED LOOP PARTNERS, LLC now reports custody of client assets ($401.5M). IAPD ↗fund
$401.5M RAUM · 17 reps · 646-475-0201
ComplianceCustodian
53
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. now reports custody of client assets ($547.6M). IAPD ↗fund
$547.6M RAUM · 12 reps · 312-932-0200 · benfordcapital.com
ComplianceCustodian
53
DEEPWATER ASSET MANAGEMENT, LLC now reports custody of client assets ($266.0M). IAPD ↗fund
$333.0M RAUM · 5 reps · 612-865-0578
ComplianceCustodian
53
GREYBULL ADVISORS, LLC now reports custody of client assets ($526.4M). IAPD ↗fund
$263.2M RAUM · 5 reps · (307) 364-6400 · greybullstewardship.com
ComplianceCustodian
53
VIKING PARTNERS ADVISORS now reports custody of client assets ($464.0M). IAPD ↗fund
$464.0M RAUM · 2 reps · 513-793-9919 · vikingpartnersllc.com
ComplianceCustodian
53
PILGRIM GLOBAL ADVISORS LLC now reports custody of client assets ($585.0M). IAPD ↗fund
$585.0M RAUM · 2 reps · (775) 301-3963
ComplianceCustodian
53
FORWARD CONSUMER PARTNERS, LLC now reports custody of client assets ($4.0M). IAPD ↗fund
$425.0M RAUM · 6 reps · 203-485-4700 · forwardconsumerpartners.com
ComplianceCustodian
53
LYKOS GLOBAL MANAGEMENT, LP now reports custody of client assets. IAPD ↗fund
$500.0M RAUM · 4 reps · 203-902-4008 · lykosglobal.com
ComplianceCustodian
50
SVOF/MM, LLC now reports custody of client assets ($407.0M). IAPD ↗fund
$203.5M RAUM · 19 reps · 310 566 1000
ComplianceCustodian
50
ARMORY CAPITAL GROUP, LLC now reports custody of client assets ($6.9M). IAPD ↗fund
$11.6M RAUM · 2 reps · 310-643-9100 · armorycapital.com
ComplianceCustodian
50
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC now reports custody of client assets ($9.1M). IAPD ↗fund
$238.3M RAUM · 3 reps · 305-677-6688 · catenaryalts.com
ComplianceCustodian
50
DISCIPLINED ALPHA LLC now reports custody of client assets ($6.4M). IAPD ↗fund
$28.7M RAUM · 3 reps · 857-350-3958
ComplianceCustodian
50
BASA ADVISORS now reports custody of client assets ($107.1M). IAPD ↗fund
$107.1M RAUM · 5 reps · 214-559-4200 · basaresources.com
ComplianceCustodian
50
GENERATIVE INVESTMENT PARTNERS LP now reports custody of client assets ($249.7M). IAPD ↗fund
$124.8M RAUM · 2 reps · (203) 524-1470 · generativeinvest.com
ComplianceCustodian
50
CW INSTITUTIONAL, LLC now reports custody of client assets ($58.7M). IAPD ↗fund
$29.4M RAUM · 2 reps · 239-434-7434
ComplianceCustodian
50
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. now reports custody of client assets ($100,000). IAPD ↗fund
$100,000 RAUM · 3 reps · 212-583-5000 · spoti.fi
ComplianceCustodian
50
COMVEST CREDIT MANAGERS, LLC now reports custody of client assets ($36.7M). IAPD ↗fund
$18.3M RAUM · 80 reps · (561) 727-2000 · comvest.com
ComplianceCustodian
50
CACHE ADVISORS LLC now reports custody of client assets ($64.0M). IAPD ↗fund
$32.0M RAUM · 1 reps · 408-409-4296 · usecache.com
ComplianceCustodian
50
IPCC ADVISOR, LP now reports custody of client assets ($384.9M). IAPD ↗fund
$192.4M RAUM · 30 reps · 424-222-8380
ComplianceCustodian
50
SUNSTONE ADVISORS, LLC now reports custody of client assets ($201.9M). IAPD ↗fund
$104.9M RAUM · 11 reps · 949-744-7808
ComplianceCustodian
50
3 MANAGEMENT CO, LLC now reports custody of client assets ($355.1M). IAPD ↗fund
$177.5M RAUM · 4 reps · 415-615-5000
ComplianceCustodian
50
TOTEM MACRO ASSET MANAGEMENT LP now reports custody of client assets ($59.8M). IAPD ↗fund
$29.9M RAUM · 4 reps · 917-364-2884
ComplianceCustodian
40
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED now reports custody of client assets ($1.64B). IAPD ↗foreign
$165.89B RAUM · 95 reps · 011-44-207-425-8000 · morganstanley.com
ComplianceCustodian
40
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY now reports custody of client assets ($755.1M). IAPD ↗foreign
$12.24B RAUM · 34 reps · 65-6834 6800 · morganstanley.com
ComplianceCustodian
40
POLUS CAPITAL MANAGEMENT LIMITED now reports custody of client assets ($151.8M). IAPD ↗foreign
$4.28B RAUM · 23 reps · 44-20-7259-4800 · poluscapital.com
ComplianceCustodian
40
MARBLE BAR ASSET MANAGEMENT LLP now reports custody of client assets ($138.0M). IAPD ↗foreign
$2.45B RAUM · 42 reps · 44 (0) 20 3023 8100 · marblebar.com
ComplianceCustodian
40
BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED now reports custody of client assets ($97.6M). IAPD ↗foreign
$10.82B RAUM · 11 reps · 852-2537-6658 · bosera.com.hk
ComplianceCustodian
40
PEARL DIVER CAPITAL LLP now reports custody of client assets ($174.1M). IAPD ↗foreign
$2.28B RAUM · 3 reps · +44(0)20 3967 8032 · pearldivercapital.com
ComplianceCustodian
40
PINESTONE ASSET MANAGEMENT INC. now reports custody of client assets ($899.5M). IAPD ↗foreign
$44.33B RAUM · 10 reps · 438-793-0444 · pinestoneam.com
ComplianceCustodian
38
PRIME QUADRANT now reports custody of client assets ($75.5M). IAPD ↗foreign
$354.9M RAUM · 3 reps · 212-365-7400 · primequadrant.com
ComplianceCustodian
website changed — 235 Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
30
TWEEDY, BROWNE COMPANY LLC changed its website from tweedybrown.com to tweedy.com. IAPD ↗
$8.87B RAUM · 11 reps · (203)703-0600 · tweedy.com
Marketing & brand
30
HUDSON EDGE INVESTMENT PARTNERS, INC. changed its website from hgk.com to hudsonedgeip.com. IAPD ↗
$2.48B RAUM · 8 reps · 201-659-3700 · hudsonedgeip.com
Marketing & brand
30
DONALDSON CAPITAL MANAGEMENT LLC changed its website from dcmol.com to risingdividendinvesting.blogspot.com. IAPD ↗
$2.68B RAUM · 36 reps · 812-421-3211 · risingdividendinvesting.blogspot.com
Marketing & brand
30
SEGALL BRYANT & HAMILL changed its website from sbhic.com to sbhfunds.com. IAPD ↗
$17.21B RAUM · 46 reps · 1-800-836-4265 · sbhfunds.com
Marketing & brand
30
PROVIDENT INVESTMENT MANAGEMENT, INC. changed its website from petoskeyfund.com to investprovident.com. IAPD ↗
$1.09B RAUM · 6 reps · 248-380-1700 · investprovident.com
Marketing & brand
30
CUMBERLAND ADVISORS changed its website from cumber.com to google.com. IAPD ↗
$3.42B RAUM · 16 reps · 800-257-7013 · google.com
Marketing & brand
30
FAIRHOLME CAPITAL MANAGEMENT, L.L.C. changed its website from fairholmefunds.com to clients.fairholme.net. IAPD ↗
$1.83B RAUM · 3 reps · 3053583000 · clients.fairholme.net
Marketing & brand
30
NORTHWEST CAPITAL MANAGEMENT INC. changed its website from nwcm.com to bcorporation.net. IAPD ↗
$6.86B RAUM · 8 reps · 503-597-1616 · bcorporation.net
Marketing & brand
30
CRESTONE ASSET MANAGEMENT LLC changed its website from crestonewealthplanning.com to clients.crestonecapital.com. IAPD ↗
$3.62B RAUM · 28 reps · 303-442-4447 · clients.crestonecapital.com
Marketing & brand
30
DIVERSIFIED PORTFOLIOS, INC. changed its website from diversifiedportfolios.net to divport.com. IAPD ↗
$1.55B RAUM · 9 reps · 248-644-3030 · divport.com
Marketing & brand
30
NEW YORK LIFE INVESTMENT MANAGEMENT LLC changed its website from newyorklifeinvestments.com to reddit.com. IAPD ↗
$99.29B RAUM · 14 reps · 888-474-7725 · reddit.com
Marketing & brand
30
CRAWFORD INVESTMENT COUNSEL INC changed its website from dividendinvestments.com to crawfordinvestmentfunds.com. IAPD ↗
$7.73B RAUM · 27 reps · 770-859-0045 · crawfordinvestmentfunds.com
Marketing & brand
30
MATSON MONEY, INC. changed its website from millennialinitiative.com to lifeonpurpose.com. IAPD ↗
$19.65B RAUM · 10 reps · 513-204-8000 · lifeonpurpose.com
Marketing & brand
30
ACR ALPINE CAPITAL RESEARCH, LLC changed its website from mqr.acr-investfunds.com to international.acr-investfunds.com. IAPD ↗
$5.62B RAUM · 10 reps · 314-932-7600 · international.acr-investfunds.com
Marketing & brand
30
COOPER MCMANUS changed its website from morgansterlingpwm.com to newportinvestors.com. IAPD ↗
$1.58B RAUM · 38 reps · 800-516-5333 · newportinvestors.com
Marketing & brand
30
SHEAFF BROCK INVESTMENT ADVISORS, LLC changed its website from sheaffbrock.com to linkedin.com sheaff brock investment advisors. IAPD ↗
$1.35B RAUM · 14 reps · 317-705-5700 · linkedin.com sheaff brock investment advisors
Marketing & brand
30
SPRING MOUNTAIN CAPITAL, LP changed its website from smcfixedincome.com to springmountaincapital.com. IAPD ↗
$1.65B RAUM · 23 reps · 212-292-8300 · springmountaincapital.com
Marketing & brand
30
NXG INVESTMENT MANAGEMENT changed its website from cushingfunds.com to nxgim.com. IAPD ↗
$1.11B RAUM · 5 reps · 214-692-6334 · nxgim.com
Marketing & brand
30
ENERGY INCOME PARTNERS changed its website from eipfunds.com to eipinvestments.com. IAPD ↗
$4.80B RAUM · 6 reps · 203-349-8232 · eipinvestments.com
Marketing & brand
30
HS MANAGEMENT PARTNERS, LLC changed its website from google.com to hsmanage.com. IAPD ↗
$2.37B RAUM · 8 reps · 212-888-0060 · hsmanage.com
Marketing & brand
30
ARROWMARK COLORADO HOLDINGS, LLC changed its website from arrowmarkpartners.com to meridianfund.com. IAPD ↗
$21.57B RAUM · 47 reps · 303-398-2929 · meridianfund.com
Marketing & brand
30
FFT WEALTH MANAGEMENT changed its website from forbesfamilytrust.com to fftwealth.com. IAPD ↗
$3.13B RAUM · 22 reps · 610-545-6100 · fftwealth.com
Marketing & brand
30
NAPLES GLOBAL ADVISORS changed its website from naplesglobaladvisors.com to verobeachglobaladvisors.com. IAPD ↗
$1.47B RAUM · 10 reps · 239-776-7900 · verobeachglobaladvisors.com
Marketing & brand
30
AXXCESS WEALTH MANAGEMENT, LLC changed its website from zandbergengroup.com to axxcesswealth.com. IAPD ↗
$6.47B RAUM · 44 reps · (858) 217-5347 · axxcesswealth.com
Marketing & brand
30
MJ RETIREMENT changed its website from procourseadv.com to mjretirement.com, https. IAPD ↗
$4.41B RAUM · 7 reps · 317-805-7500 · mjretirement.com, https
Marketing & brand
30
STEELPEAK WEALTH, LLC changed its website from spdynamicadvisor.com to steelpeak.com. IAPD ↗
$2.54B RAUM · 28 reps · (818) 835-8720 · steelpeak.com
Marketing & brand
30
APTUS CAPITAL ADVISORS, LLC changed its website from aptuscapitaladvisors.com to aptusetfs.com. IAPD ↗
$5.29B RAUM · 16 reps · 251-517-7198 · aptusetfs.com
Marketing & brand
30
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS changed its website from householdergroupofdenver.com to billsydor.com. IAPD ↗
$1.31B RAUM · 50 reps · 602-604-0600 · billsydor.com
Marketing & brand
30
FOURSTAR WEALTH ADVISORS, LLC changed its website from optfinancialstrategies.com to main.advisoryoptionsforcpas.com. IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
Marketing & brand
30
COMPOUND PLANNING changed its website from whitwelladvisors.com to thomasadvisoryservices.com. IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · thomasadvisoryservices.com
Marketing & brand
30
TRUE LINK FINANCIAL ADVISORS changed its website from truelinkfinancialadvisors.com to truelinkfinancial.com. IAPD ↗
$1.14B RAUM · 5 reps · 866-984-8576 · truelinkfinancial.com
Marketing & brand
30
CONTINUUM ADVISORY, LLC changed its website from thomannfinancial.com to lentinifinancialadvisory.com. IAPD ↗
$1.29B RAUM · 31 reps · 2084171933 · lentinifinancialadvisory.com
Marketing & brand
30
CEDAR BROOK GROUP changed its website from micedarbrook.com to msfaonline.com. IAPD ↗
$1.72B RAUM · 18 reps · 440-683-9200 · msfaonline.com
Marketing & brand
30
BISON ADVISORS changed its website from uturnequity.com to thehollowaypartnership.com. IAPD ↗
$1.16B RAUM · 33 reps · (706) 376 - 4882 · thehollowaypartnership.com
Marketing & brand
30
F/M INVESTMENTS LLC changed its website from fm-invest.com to genoaam.com. IAPD ↗
$5.88B RAUM · 8 reps · 202-839-4910 · genoaam.com
Marketing & brand
30
TRB WEALTH MANAGEMENT, LLC changed its website from texasregionalbank.com to trb.bank. IAPD ↗
$1.19B RAUM · 8 reps · 956-217-6029 · trb.bank
Marketing & brand
30
ICA GROUP WEALTH MANAGEMENT, LLC changed its website from ridgetowninvestments.com to dunniganfinancial.com. IAPD ↗
$1.16B RAUM · 45 reps · 720-758-8000 · dunniganfinancial.com
Marketing & brand
30
ATOMIC INVEST LLC changed its website from atomicinvest.com to atomicvest.com. IAPD ↗
$1.53B RAUM · 19 reps · 212-419-5036 · atomicvest.com
Marketing & brand
30
GODWIN CAPITAL GROUP, LLC changed its website from godwincapitalgroup.com to godwincap.com. IAPD ↗
$1.07B RAUM · 4 reps · 678-705-5347 · godwincap.com
Marketing & brand
28
TRUBEE WEALTH ADVISORS, INC. changed its website from trubeecollins.com to trubeewealth.com. IAPD ↗
$617.0M RAUM · 15 reps · 716-849-1401 · trubeewealth.com
Marketing & brand
28
SIGNAL SECURITIES, INC. changed its website from butlerinvestmentgroup.com to mikemoynihanadvisor.com. IAPD ↗
$546.9M RAUM · 24 reps · 817-877-4256 · mikemoynihanadvisor.com
Marketing & brand
28
AVISO WEALTH MANAGEMENT changed its website from avisofinancial.com to avisowealthmanagement.com. IAPD ↗
$401.7M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
Marketing & brand
28
ICON ADVISERS, INC. changed its website from iconadvisers.com to investwithicon.com. IAPD ↗
$719.4M RAUM · 5 reps · 303-790-1600 · investwithicon.com
Marketing & brand
28
ENDOWMENT WEALTH MANAGEMENT, INC. changed its website from wealthminder.com to thervo.com. IAPD ↗
$354.5M RAUM · 8 reps · 920-785-6010 · thervo.com
Marketing & brand
28
ASSEMBLY WEALTH changed its website from wrapmanager.com to letsassemble.com. IAPD ↗
$369.0M RAUM · 3 reps · 415-541-7774 · letsassemble.com
Marketing & brand
28
ALPHAMARK ADVISORS, LLC changed its website from alphamarkfunds.com to alphamarkadvisors.com. IAPD ↗
$399.4M RAUM · 4 reps · 859-957-1803 · alphamarkadvisors.com
Marketing & brand
28
MERIDIAN INVESTMENT ADVISORS changed its website from linkedin.com - meridian investment advisors to facebook.com - meridian investment advisors. IAPD ↗
$772.1M RAUM · 3 reps · 501-663-7055 · facebook.com - meridian investment advisors
Marketing & brand
28
TOWLE & CO changed its website from towledeepvaluefund.com to towlefunds.com. IAPD ↗
$879.3M RAUM · 5 reps · 303-731-2494 · towlefunds.com
Marketing & brand
28
FINANCIAL SENSE ADVISORS, INC. changed its website from financialsense.com to financialsensewealth.com. IAPD ↗
$568.4M RAUM · 8 reps · 858-487-3939 · financialsensewealth.com
Marketing & brand
28
DIASTOLE WEALTH MANAGEMENT changed its website from dwinvest.com to diastole.biz. IAPD ↗
$386.2M RAUM · 6 reps · 203-458-5220 · diastole.biz
Marketing & brand
28
KELLER WEALTH ADVISORS changed its website from kmhwealth.com to kellerwealthadvisors.com. IAPD ↗
$703.9M RAUM · 9 reps · 361-573-4383 · kellerwealthadvisors.com
Marketing & brand
28
CROWLEY WEALTH MANAGEMENT, INC. changed its website from delawarewealthadvisors.com to crowleywealthmanagement.com. IAPD ↗
$350.4M RAUM · 4 reps · 302-994-4700 · crowleywealthmanagement.com
Marketing & brand
28
MAROTTA WEALTH MANAGEMENT, INC. changed its website from marottaonmoney.com to emarotta.com. IAPD ↗
$591.2M RAUM · 14 reps · 434-244-0000 · emarotta.com
Marketing & brand
28
BOGDANOVICH WEALTH MANAGEMENT PLLC changed its website from jbogdanovich.com to bogdanovichwm.com. IAPD ↗
$270.9M RAUM · 1 reps · 206-522-4478 · bogdanovichwm.com
Marketing & brand
28
BAC CAPITAL ADVISORS LLC changed its website from baclink.com to firsthilltrust.com. IAPD ↗
$287.9M RAUM · 3 reps · 206-625-1800 · firsthilltrust.com
Marketing & brand
28
SYNERGY ASSET MANAGEMENT, LLC changed its website from synergy-am.com to advisorempowerment.com. IAPD ↗
$810.2M RAUM · 6 reps · 206-386-5455 · advisorempowerment.com
Marketing & brand
28
CONCORD WEALTH PARTNERS changed its website from lopezwealth.com to custom.concordwealthpartners.com. IAPD ↗
$806.6M RAUM · 12 reps · 276-628-5910 · custom.concordwealthpartners.com
Marketing & brand
28
COMPASS ADVISORY PARTNERS LLC changed its website from compassadvisorypartnersllc.com to fidelisfinancialstrategies.com. IAPD ↗
$262.5M RAUM · 10 reps · 931-400-0012 · fidelisfinancialstrategies.com
Marketing & brand
28
FAI ADVISORS, INC. changed its website from faiadvisors.com to financialarch.com. IAPD ↗
$250.0M RAUM · 8 reps · 248-482-3600 · financialarch.com
Marketing & brand
28
BCM WEALTH MANAGEMENT changed its website from biddlecapitalmanagement.com to youtube.. IAPD ↗
$294.5M RAUM · 4 reps · 888-369-2261 · youtube.
Marketing & brand
28
CARMEL CAPITAL PARTNERS, LLC changed its website from carmelcapitalpartners.com to carmelcap.com. IAPD ↗
$333.3M RAUM · 6 reps · 858-457-7544 · carmelcap.com
Marketing & brand
28
TRINITY FINANCIAL PARTNERS II, LLC changed its website from trinityfp.com to trinityfinancialpartners.com. IAPD ↗
$441.9M RAUM · 3 reps · 610-687-8040 · trinityfinancialpartners.com
Marketing & brand
28
KELLEHER FINANCIAL ADVISORS, LLC changed its website from starboardadvisorsllc.com to kf-advisors.com. IAPD ↗
$573.6M RAUM · 8 reps · 212-709-9400 · kf-advisors.com
Marketing & brand
28
GOEPPER BURKHARDT LLC changed its website from retireto.com to goepperburkhardt.com. IAPD ↗
$284.2M RAUM · 2 reps · 864-370-3244 · goepperburkhardt.com
Marketing & brand
28
PUBLIC SAFETY FINANCIAL/GALLOWAY changed its website from linqapp.com to gallowayllc.com. IAPD ↗
$792.7M RAUM · 27 reps · 480-325-8668 · gallowayllc.com
Marketing & brand
28
MARKOWSKI INVESTMENTS changed its website from annuitywatchdog.com to truthofinvesting.com. IAPD ↗
$325.0M RAUM · 9 reps · 813 831 5168 · truthofinvesting.com
Marketing & brand
28
THE RETIREMENT SOLUTION LLC changed its website from yourretirementsolution.podbean.com to bbb.org. IAPD ↗
$475.3M RAUM · 14 reps · 425-558-3700 · bbb.org
Marketing & brand
28
KINGFISHER CAPITAL, LLC changed its website from kingfishercapllc.com to kingfishercapital.com. IAPD ↗
$606.8M RAUM · 6 reps · 704-333-1710 · kingfishercapital.com
Marketing & brand
28
RIA ADVISORY GROUP, LLC changed its website from riaadvisorygroup.com to dakotaadvisoryteam.com. IAPD ↗
$398.9M RAUM · 21 reps · 515 965-8588 · dakotaadvisoryteam.com
Marketing & brand
28
JENKINS WEALTH changed its website from jenkinswealth.com to bradjenkinsshow.com. IAPD ↗
$313.3M RAUM · 5 reps · 720-457-6844 · bradjenkinsshow.com
Marketing & brand
28
WAYCROSS PARTNERS, LLC changed its website from waycrossfunds.com to waycrosspartners.com. IAPD ↗
$566.1M RAUM · 7 reps · 502-410-1900 · waycrosspartners.com
Marketing & brand
28
AVALAN, LLC changed its website from fasttrackbyavalan.com to avalanwealth.com. IAPD ↗
$405.4M RAUM · 10 reps · 805-962-7725 · avalanwealth.com
Marketing & brand
28
USADVISORS WEALTH MANAGEMENT, LLC changed its website from usadvisorsnetwork.com to usadvisorswealth.com. IAPD ↗
$424.9M RAUM · 16 reps · 952-829-0000 · usadvisorswealth.com
Marketing & brand
28
FI3 FINANCIAL ADVISORS, LLC changed its website from fi3advisors.com to twitter@fi3advisors.com. IAPD ↗
$791.7M RAUM · 18 reps · 317-426-8800 · twitter@fi3advisors.com
Marketing & brand
28
FINANCIAL PLANNING SOLUTIONS, LLC changed its website from newtoncollegeplanners.com to elderplan.com. IAPD ↗
$283.6M RAUM · 5 reps · 617-630-4978 · elderplan.com
Marketing & brand
28
DENVER PWM, LLC changed its website from denverpwm.com to harmonypca.com. IAPD ↗
$585.8M RAUM · 13 reps · 720-354-3850 · harmonypca.com
Marketing & brand
28
INTEGRITY WEALTH ADVISORS, LLC changed its website from wagnerfinancial.com to iwaplan.com. IAPD ↗
$311.6M RAUM · 8 reps · 805-339-0760 · iwaplan.com
Marketing & brand
28
ADDICUS ADVISORY, LLC changed its website from weareaddicus.com to addicusadvisors.com. IAPD ↗
$270.6M RAUM · 5 reps · 877-294-8658 · addicusadvisors.com
Marketing & brand
28
WOODSTOCK WEALTH MANAGEMENT, INC. changed its website from fitzsimmonsfs.com to veritas-financial.com. IAPD ↗
$511.2M RAUM · 26 reps · 800-279-4468 · veritas-financial.com
Marketing & brand
28
MG&A WEALTH changed its website from meggreen.com to mgawealth.com. IAPD ↗
$718.5M RAUM · 5 reps · 954-289-9000 · mgawealth.com
Marketing & brand
28
DONOGHUE FORLINES LLC changed its website from donoghueforlinesetfs.com to donoghueforlines.com. IAPD ↗
$376.1M RAUM · 4 reps · 800.642.4276 · donoghueforlines.com
Marketing & brand
28
KAILASA CAPITAL MANAGEMENT LLC changed its website from kailasacapital.com to kailasacm.com. IAPD ↗
$262.1M RAUM · 1 reps · (571) 313-0873 · kailasacm.com
Marketing & brand
28
ACCEL WEALTH MANAGEMENT changed its website from acceladvantage.com to accelwealthmanagement.com. IAPD ↗
$947.3M RAUM · 10 reps · 319-596-1101 · accelwealthmanagement.com
Marketing & brand
28
BEACON GLOBAL ADVISOR NETWORK, LLC changed its website from beaconfinancialeducation.org to beaconglobaladvisors.com. IAPD ↗
$291.6M RAUM · 45 reps · 888-679-6474 · beaconglobaladvisors.com
Marketing & brand
28
LONGVIEW FINANCIAL ADVISORS, LLC changed its website from longviewfinancialadvisors.com to longviewfin.com. IAPD ↗
$318.9M RAUM · 2 reps · 415-256-7700 · longviewfin.com
Marketing & brand
28
ELLSWORTH ADVISORS, LLC changed its website from advisorclient.com to login.orionadvisor.com. IAPD ↗
$913.6M RAUM · 10 reps · (234) 200-0703 · login.orionadvisor.com
Marketing & brand
28
OPTIMUM QUANTVEST CORPORATION changed its website from optimumquantvest.com to optimumgam.com. IAPD ↗
$575.3M RAUM · 3 reps · 469-807-3228 · optimumgam.com
Marketing & brand
28
TACTIVE ADVISORS, LLC changed its website from strategymarketplace.com to pcliftonfinancial.com. IAPD ↗
$405.8M RAUM · 1 reps · 855-282-2848 · pcliftonfinancial.com
Marketing & brand
28
HILL INVESTMENT GROUP changed its website from stay-wealthyportfolio.com to ignorewallst.com. IAPD ↗
$971.1M RAUM · 12 reps · 314-448-4023 · ignorewallst.com
Marketing & brand
28
ENZI WEALTH changed its website from enziwealth.com to fb.com. IAPD ↗
$337.0M RAUM · 4 reps · 512-795-0030 · fb.com
Marketing & brand
28
THE SALVETTI GROUP changed its website from obrien-wealth.com to thesalvettigroup.com. IAPD ↗
$487.2M RAUM · 6 reps · 916-414-8282 · thesalvettigroup.com
Marketing & brand
25
AMERICAN WEALTH MANAGEMENT, INC. changed its website from wwwawminc.biz to awminc.biz. IAPD ↗
$217.5M RAUM · 10 reps · 770-392-8740 · awminc.biz
Marketing & brand
25
MCGINN PENNINGER INVESTMENT MANAGMENT, INC. changed its website from mcginninvests.com to mcginninpenninger.com. IAPD ↗
$162.6M RAUM · 2 reps · 703-548-2555 · mcginninpenninger.com
Marketing & brand
25
KEENE & DORCHAK changed its website from keeneassociates.com to keenedorchak.com. IAPD ↗
$173.4M RAUM · 4 reps · 817-336-4500 · keenedorchak.com
Marketing & brand
25
CMG CAPITAL MANAGEMENT GROUP, INC. changed its website from cmgwealth.com to cmgprivatewealth.com. IAPD ↗
$205.3M RAUM · 5 reps · 610-989-9090 · cmgprivatewealth.com
Marketing & brand
25
NEW PERSPECTIVES, INC. changed its website from newper.blogspot.com to newper.com. IAPD ↗
$239.8M RAUM · 3 reps · 601-991-3158 · newper.com
Marketing & brand
25
COVE WEALTH MANAGEMENT changed its website from valuedretirements.com to covewm.com. IAPD ↗
$150.9M RAUM · 3 reps · 713-821-3242 · covewm.com
Marketing & brand
25
ARLINGTON WEALTH MANAGEMENT changed its website from chicago1031.org to arlington-capital.com. IAPD ↗
$154.7M RAUM · 4 reps · 847-670-4030 · arlington-capital.com
Marketing & brand
25
JMA FINANCIAL ADVISORS, INC. changed its website from jmafinancialadvisors.com to jmadvise.com. IAPD ↗
$105.7M RAUM · 2 reps · 972-541-1121 · jmadvise.com
Marketing & brand
25
DRAWBRIDGE CAPITAL changed its website from drawbridgeam.com to drawbridge.capital. IAPD ↗
$162.3M RAUM · 9 reps · 918-493-4190 · drawbridge.capital
Marketing & brand
25
MEZZASALMA ADVISORS changed its website from mezzcpa.com to mezzadvisors.com. IAPD ↗
$231.0M RAUM · 1 reps · 732-842-1120 · mezzadvisors.com
Marketing & brand
25
SIMS CAPITAL MANAGEMENT LLC changed its website from simscapital.net to simstotalreturn.com. IAPD ↗
$49.9M RAUM · 2 reps · (414) 765-1107 · simstotalreturn.com
Marketing & brand
25
TABR CAPITAL MANAGEMENT, LLC changed its website from tabr.net to facebook.comtabr-capital-management-2319971614730490. IAPD ↗
$203.4M RAUM · 2 reps · 714-704-9180 · facebook.comtabr-capital-management-2319971614730490
Marketing & brand
25
FINER WEALTH MANAGEMENT, INC. changed its website from finerwealth.com to finer.com. IAPD ↗
$210.1M RAUM · 2 reps · 978-740-1011 · finer.com
Marketing & brand
25
ARROYO INVESTMENT GROUP, LLC changed its website from yelp.com to arroyoinvestmentgroup.com. IAPD ↗
$243.0M RAUM · 3 reps · 626-844-1441 · arroyoinvestmentgroup.com
Marketing & brand
25
SNOW FINANCIAL MANAGEMENT, LLC changed its website from snowassetmanagement.com to snowfinancialmanagement.com. IAPD ↗
$89.1M RAUM · 3 reps · 631-537-5033 · snowfinancialmanagement.com
Marketing & brand
25
SENESCHAL FAMILY OFFICE changed its website from seneschaladvisors.com to seneschalfamilyoffice.com. IAPD ↗
$244.6M RAUM · 4 reps · (253) 460-3430 · seneschalfamilyoffice.com
Marketing & brand
25
WISDOM INDEX ADVISORS changed its website from financialinnov.com to wisdomindex.com. IAPD ↗
$180.3M RAUM · 1 reps · 972-931-0063 · wisdomindex.com
Marketing & brand
25
GLENWOOD INVESTMENT GROUP, LLC changed its website from glenwoodinvestment.com to glenwoodinvestmentgroupfacebook.com. IAPD ↗
$141.5M RAUM · 1 reps · 603-606-3391 · glenwoodinvestmentgroupfacebook.com
Marketing & brand
25
MERION CAPITAL LLC changed its website from merioncapital.com to zhangfinancial.com. IAPD ↗
$0 RAUM · 0 reps · 269-385-5888 · zhangfinancial.com
Marketing & brand
25
MERIDIAN WEALTH ADVISORS, LLC changed its website from meridianwealthadvisors.com to napfa.org. IAPD ↗
$108.8M RAUM · 1 reps · (505) 828-2220 · napfa.org
Marketing & brand
25
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT changed its website from tweddellgoldberg.com to tginvesting.com. IAPD ↗
$121.3M RAUM · 4 reps · 209-536-9734 · tginvesting.com
Marketing & brand
25
FAMILYWEALTH ASSET MANAGEMENT changed its website from turnkeyassetmanagement.com to familywealth.us. IAPD ↗
$175.1M RAUM · 4 reps · 214-624-1185 · familywealth.us
Marketing & brand
25
BAUER WEALTH MANAGEMENT INC. changed its website from bauerwealthmanagement.com to bauerheitzmann.com. IAPD ↗
$133.3M RAUM · 3 reps · 719 575-9000 · bauerheitzmann.com
Marketing & brand
25
TRIUMPH WEALTH ADVISORS, INC. changed its website from biltmore-financial.com to triumphwealthadvisors.com. IAPD ↗
$41.7M RAUM · 15 reps · 770-924-9322 · triumphwealthadvisors.com
Marketing & brand
25
KESSLER INVESTMENT GROUP, LLC changed its website from kesslerinvestmentgroup.com to kesslerig.com. IAPD ↗
$234.8M RAUM · 4 reps · 812-314-0083 · kesslerig.com
Marketing & brand
25
INTEGRATED WEALTH STRATEGIES, LLC changed its website from wealthadvise.com to yelp.com. IAPD ↗
$103.8M RAUM · 3 reps · 512-291-6391 · yelp.com
Marketing & brand
25
TRICORD ADVISORS, INC. changed its website from tricordadv.com to tricordadvisors.com. IAPD ↗
$201.4M RAUM · 5 reps · 951-684-7011 · tricordadvisors.com
Marketing & brand
25
BALANCED ROCK INVESTMENT ADVISORS changed its website from balancedrockia.com to balancedrockinvestmentadvisors.com. IAPD ↗
$137.6M RAUM · 4 reps · 617-971-8323 · balancedrockinvestmentadvisors.com
Marketing & brand
25
FORTRESS PLANNING GROUP changed its website from fortressplanninggroup.com to bestinwealth.com. IAPD ↗
$226.3M RAUM · 3 reps · 262-264-5838 · bestinwealth.com
Marketing & brand
25
ITRUST ASSET MANAGEMENT, LLC changed its website from itrustonline.com to lpl.com. IAPD ↗
$176.0M RAUM · 3 reps · 859-425-1222 · lpl.com
Marketing & brand
25
STRATEGY FINANCIAL GROUP changed its website from retirementsolutionsmadeeasy.com to calvingoetz.com. IAPD ↗
$181.5M RAUM · 6 reps · 602-343-9301 · calvingoetz.com
Marketing & brand
25
LAKE TAHOE WEALTH MANAGEMENT, INC. changed its website from laketahoewealthmanagement.com to laketahoewealthmanagement.org. IAPD ↗
$191.6M RAUM · 3 reps · 855-515-5896 · laketahoewealthmanagement.org
Marketing & brand
25
SVRN ASSET MANAGEMENT, LLC changed its website from svrn.co to severianasset.com. IAPD ↗
$137.9M RAUM · 1 reps · 773-442-2294 · severianasset.com
Marketing & brand
25
QSV EQUITY INVESTORS LLC changed its website from ballastequity.com to qsvequity.com. IAPD ↗
$111.1M RAUM · 3 reps · 844-322-5527 · qsvequity.com
Marketing & brand
25
SMITH BRUER ADVISORS changed its website from smithbrueradvisors.com to smithbruer.com. IAPD ↗
$159.6M RAUM · 5 reps · 850-877-0803 · smithbruer.com
Marketing & brand
25
MOTIV8 INVESTMENTS LLC changed its website from villatax.com to wellpreserved.info. IAPD ↗
$161.4M RAUM · 14 reps · 772-247-4488 · wellpreserved.info
Marketing & brand
25
RPATA, LLC changed its website from pinterest.com to revolutionpartners.com. IAPD ↗
$58.0M RAUM · 4 reps · 901-421-6300 · revolutionpartners.com
Marketing & brand
25
BEYOND FINANCIAL SERVICES changed its website from millarfinancial.com to beyondfinancialservices.com. IAPD ↗
$151.6M RAUM · 1 reps · 5107929395 · beyondfinancialservices.com
Marketing & brand
25
DIAMOND WEALTH MANAGEMENT, LLC changed its website from ensignwealthadvisors.com to diamondwealthmgt.com. IAPD ↗
$153.7M RAUM · 6 reps · 801-216-4811 · diamondwealthmgt.com
Marketing & brand
25
CENTENNIAL ADVISORS, LLC changed its website from cenadvisors.com to iwanttoretirewell.com. IAPD ↗
$118.9M RAUM · 6 reps · (512) 265-5000 · iwanttoretirewell.com
Marketing & brand
25
CAPITAL WEALTH ALLIANCE, LLC changed its website from nextchapteradvisorygroup.com to capitalwealthalliance.com. IAPD ↗
$235.5M RAUM · 4 reps · 480-948-7590 · capitalwealthalliance.com
Marketing & brand
25
PAN GLOBAL ADVISERS, LLC changed its website from panglobaladvisers.com to familyofficeria.com. IAPD ↗
$200.2M RAUM · 1 reps · 949-878-9410 · familyofficeria.com
Marketing & brand
25
AEGIS WEALTH MANAGEMENT, INC. changed its website from investpistole.com to mindiemolina.com. IAPD ↗
$143.1M RAUM · 30 reps · (833) 483-8383 · mindiemolina.com
Marketing & brand
25
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC changed its website from unfetteredwealthpodcast.blubrry.net to connecticutcapital.com. IAPD ↗
$203.7M RAUM · 3 reps · 203-877-1520 · connecticutcapital.com
Marketing & brand
25
EMPOWER WEALTH MANAGEMENT changed its website from donatowealth.com to empoweringretirement.com. IAPD ↗
$146.3M RAUM · 2 reps · 512-833-6557 · empoweringretirement.com
Marketing & brand
25
BOSUN ASSET MANAGEMENT, LLC changed its website from optionssolutions.com to bosunam.com. IAPD ↗
$163.9M RAUM · 5 reps · 301-968-2450 · bosunam.com
Marketing & brand
25
PARKVIEW ASSET MANAGEMENT, INC. changed its website from pvam360.com to wpn360.com. IAPD ↗
$126.8M RAUM · 3 reps · (708) 481-4000 · wpn360.com
Marketing & brand
25
TREASURE INVESTMENT MANAGEMENT, LLC changed its website from treasurefi.com to treasure.tech. IAPD ↗
$222.1M RAUM · 1 reps · 224-309-9330 · treasure.tech
Marketing & brand
25
TAYLOR HOFFMAN CAPITAL MANAGEMENT changed its website from avidus.com to taylorhoffman.com. IAPD ↗
$18.8M RAUM · 4 reps · 804-964-2500 · taylorhoffman.com
Marketing & brand
25
SCG ASSET MANAGEMENT LLC changed its website from sachscapitalgroup.com to scgamllc.com. IAPD ↗
$140.7M RAUM · 7 reps · 312-784-3952 · scgamllc.com
Marketing & brand
25
ROOTED WEALTH ADVISORS changed its website from retirementroadmaptoolkit.com to playbook4retirement.com. IAPD ↗
$223.0M RAUM · 6 reps · 815-918-4727 · playbook4retirement.com
Marketing & brand
25
LIBERTY WEALTH MANAGERS changed its website from atlanticawealth.com to libertywealthmanagers.com. IAPD ↗
$58.3M RAUM · 1 reps · 267-864-8259 · libertywealthmanagers.com
Marketing & brand
25
TAYLOR FRIGON FAMILY OFFICE, LLC changed its website from taylorfrigon.blogspot.com to tffamilyoffice.com. IAPD ↗
$1.3M RAUM · 5 reps · 805-226-0280 · tffamilyoffice.com
Marketing & brand
25
LIGHT CAPITAL LLC changed its website from lightcap.llc to lightcap.co. IAPD ↗
$120.2M RAUM · 1 reps · 424-625-2065 · lightcap.co
Marketing & brand
25
OCHO INVESTMENT ADVISORS, LLC changed its website from ocho.com to carrymoney.com. IAPD ↗
$16.5M RAUM · 3 reps · 2014720612 · carrymoney.com
Marketing & brand
25
MASTERWORKS ADVISERS, LLC changed its website from website.and socials operated by masterworks.io, but advisers can create certain advertisements for advisory services to masterworks.com. IAPD ↗
$37.2M RAUM · 20 reps · 203-518-5172 · masterworks.com
Marketing & brand
25
MEASURED changed its website from measured.fi to measuredhq.com. IAPD ↗
$0 RAUM · 2 reps · (323) 788-8474 · measuredhq.com
Marketing & brand
25
EVERGREEN MONEY ADVISORS changed its website from evergreenmoneyadvisors.com to evergreenmoney.com. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
Marketing & brand
25
WISER ADVISOR GROUP changed its website from wiser-adviser.com to wiser-advisor.com. IAPD ↗
$117.7M RAUM · 2 reps · 480-500-9055 · wiser-advisor.com
Marketing & brand
25
CROSSOVER CAPITAL changed its website from crosscapadvisers.com to crosscapadvisors.com. IAPD ↗
$122.3M RAUM · 2 reps · 215-396-5580 · crosscapadvisors.com
Marketing & brand
20
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS changed its website from hanysbenefits.com to trueplanadvisors.com. IAPD ↗institutional
$3.92B RAUM · 4 reps · 518-431-7600 · trueplanadvisors.com
Marketing & brand
20
VAN ECK ASSOCIATES CORP. changed its website from vaneck.com to soundcloud.com. IAPD ↗institutional
$70.40B RAUM · 41 reps · 212-293-2000 · soundcloud.com
Marketing & brand
20
APPLIED FINANCE ADVISORS, LLC changed its website from trtadvisors.com to appliedfinancefunds.com. IAPD ↗institutional
$1.30B RAUM · 4 reps · 210-204-7479 · appliedfinancefunds.com
Marketing & brand
20
NEWPORT GROUP CONSULTING, LLC changed its website from newportpep.com to newportgroup.com. IAPD ↗institutional
$2.56B RAUM · 11 reps · 407-333-2905 · newportgroup.com
Marketing & brand
20
NEXPOINT ASSET MANAGEMENT, L.P. changed its website from highlandfunds.com to nexpointassetmgmt.com. IAPD ↗institutional
$2.23B RAUM · 5 reps · 214-276-6300 · nexpointassetmgmt.com
Marketing & brand
20
FIDUCIARY FIRST changed its website from theparticipanteffect.com to fiduciaryfirst.com. IAPD ↗institutional
$3.31B RAUM · 2 reps · 407.740.6111 · fiduciaryfirst.com
Marketing & brand
20
PENSERRA CAPITAL MANAGEMENT LLC changed its website from penserra.com to penserracapital.com. IAPD ↗institutional
$6.71B RAUM · 8 reps · 800-456-8850 · penserracapital.com
Marketing & brand
20
STRATOS INVESTMENT MANAGEMENT, LLC changed its website from fundamentuminvesting.com to stratosinvestmentmanagement.com. IAPD ↗institutional
$1.52B RAUM · 3 reps · 4402104900 · stratosinvestmentmanagement.com
Marketing & brand
20
DISTILLATE CAPITAL PARTNERS LLC changed its website from distillatefunds.com to distillatecapital.com. IAPD ↗institutional
$1.61B RAUM · 3 reps · 312-270-1212 · distillatecapital.com
Marketing & brand
20
NEXPOINT REAL ESTATE ADVISORS VII, L.P. changed its website from nexpointfinance.com to nexpoint.com. IAPD ↗institutional
$7.32B RAUM · 1 reps · 214-276-6300 · nexpoint.com
Marketing & brand
20
KESTRA INVESTMENT MANAGEMENT, LLC. changed its website from vimeo.com to kestraim.com. IAPD ↗institutional
$1.51B RAUM · 10 reps · 844-553-7872 · kestraim.com
Marketing & brand
18
LASALLE DEBT INVESTORS, INC. changed its website from lmrei.com to lasalle.com. IAPD ↗institutional
$711.7M RAUM · 9 reps · 310-234-2100 · lasalle.com
Marketing & brand
18
TIS ADVISORS changed its website from etp.ecofininvest.com to etp.tortoiseecofin.com. IAPD ↗institutional
$592.4M RAUM · 1 reps · 913-981-1020 · etp.tortoiseecofin.com
Marketing & brand
18
PEARL RIVER CAPITAL, LLC changed its website from pearlrivercapital.com to prcquant.com. IAPD ↗institutional
$719.1M RAUM · 9 reps · 269-479-1493 · prcquant.com
Marketing & brand
18
CONSEQUENT CAPITAL MANAGEMENT, LLC changed its website from consequentcm.com to consequentgroup.com. IAPD ↗institutional
$700.9M RAUM · 6 reps · (404) 883-2500 · consequentgroup.com
Marketing & brand
18
VCC ADVISORS, LLC changed its website from varagon.com to man.com. IAPD ↗institutional
$779.5M RAUM · 42 reps · 212-235-2600 · man.com
Marketing & brand
15
BNY MELLON INVESTMENT ADVISER, INC. changed its website from dreyfus.com to bnymellonim.com. IAPD ↗fund
$339.70B RAUM · 23 reps · 212-635-8827 · bnymellonim.com
Marketing & brand
15
GABELLI & COMPANY INVESTMENT ADVISERS, INC. changed its website from associated-capital-group.com to gabellipartners.com. IAPD ↗fund
$1.53B RAUM · 18 reps · 914-921-5135 · gabellipartners.com
Marketing & brand
15
GOTHAM ASSET MANAGEMENT, LLC changed its website from gothamfunds.com to gotham.com. IAPD ↗fund
$6.31B RAUM · 19 reps · 212-319-4100 · gotham.com
Marketing & brand
15
WILLOWRIDGE PARTNERS, INC. changed its website from willowridge.com to secondaries.com. IAPD ↗fund
$2.42B RAUM · 9 reps · 212-369-4700 · secondaries.com
Marketing & brand
15
SKY HARBOR CAPITAL MANAGEMENT, LLC changed its website from skyhcm.com to skyharborglobalfunds.com. IAPD ↗fund
$4.06B RAUM · 9 reps · 203-769-8800 · skyharborglobalfunds.com
Marketing & brand
15
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC changed its website from encorefunds.com to encorecm.com. IAPD ↗fund
$1.66B RAUM · 23 reps · 561-961-1000 · encorecm.com
Marketing & brand
15
ARGOSY CAPITAL changed its website from argosyprivateequity.com to argosycapital.com. IAPD ↗fund
$3.34B RAUM · 47 reps · 610-971-9685 · argosycapital.com
Marketing & brand
15
ONE ROCK CAPITAL changed its website from onerockcapital.com to onerock.com. IAPD ↗fund
$10.41B RAUM · 50 reps · 212-605-6000 · onerock.com
Marketing & brand
15
MILLSTREET CAPITAL MANAGEMENT LLC changed its website from millstreetcapital.com to millstreet.com. IAPD ↗fund
$2.97B RAUM · 4 reps · 617-939-0030 · millstreet.com
Marketing & brand
15
DYNAMIC BETA INVESTMENTS LLC changed its website from dynamicbeta.com to dbi.co. IAPD ↗fund
$1.94B RAUM · 3 reps · 646-837-7030 · dbi.co
Marketing & brand
15
NGC CAPITAL MANAGEMENT LLC changed its website from aicap.com to ngc.nfg.com. IAPD ↗fund
$2.35B RAUM · 8 reps · (646) 630-8376 · ngc.nfg.com
Marketing & brand
15
ENGINE CAPITAL MANAGEMENT, LP changed its website from abetterpathformatrix.com to enginecap.com. IAPD ↗fund
$1.26B RAUM · 3 reps · (646) 392-8863 · enginecap.com
Marketing & brand
15
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC changed its website from adventinternational.com to ago.adventinternational.com. IAPD ↗fund
$1.84B RAUM · 8 reps · 617-951-9400 · ago.adventinternational.com
Marketing & brand
15
STERLING INVESTMENT MANAGEMENT changed its website from tccolleyville.com to sterlingorganization.com. IAPD ↗fund
$1.95B RAUM · 24 reps · 561-835-1810 · sterlingorganization.com
Marketing & brand
15
VARAGON CAPITAL PARTNERS, L.P. changed its website from varagon.com to man.com. IAPD ↗fund
$13.75B RAUM · 42 reps · 212-235-2600 · man.com
Marketing & brand
15
BUTTERFLY EQUITY LP changed its website from butterflyequity.com to bfly.com. IAPD ↗fund
$4.05B RAUM · 23 reps · 310-409-4994 · bfly.com
Marketing & brand
15
STONE CREEK CAPITAL MANAGEMENT LLC changed its website from stonecreekcapitalmgmt.com to stonecreekmarginlending.com. IAPD ↗institutional
$0 RAUM · 1 reps · (678)867-7050 · stonecreekmarginlending.com
Marketing & brand
15
RADCLIFF MANAGEMENT LLC changed its website from radcliffcompanies.com to radcliff.com. IAPD ↗fund
$1.70B RAUM · 4 reps · 212-858-0448 · radcliff.com
Marketing & brand
15
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC changed its website from summerhavenim.com to summerhavenindex.com. IAPD ↗institutional
$156.8M RAUM · 5 reps · 203-352-2700 · summerhavenindex.com
Marketing & brand
15
MOUNT STREET PORTFOLIO ADVISERS LLC changed its website from mountstreetgroup.com to mountstreet.com. IAPD ↗institutional
$236.6M RAUM · 1 reps · 917-412-7824 · mountstreet.com
Marketing & brand
15
IDX ADVISORS changed its website from idx-us.com to idxadvisors.com. IAPD ↗institutional
$106.5M RAUM · 5 reps · 800-403-4349 · idxadvisors.com
Marketing & brand
15
AURORA CAPITAL PARTNERS MANAGEMENT VI L.P. changed its website from auroracap.com to auroracapgroup.com. IAPD ↗fund
$5.54B RAUM · 25 reps · 310-551-0101 · auroracapgroup.com
Marketing & brand
15
BOW WAVE CAPITAL MANAGEMENT, LP changed its website from bowwavecap.com to bowwavecapital.com. IAPD ↗fund
$1.60B RAUM · 2 reps · 917-574-6122 · bowwavecapital.com
Marketing & brand
15
LONGRANGE CAPITAL, L.P. changed its website from longrangepartners.com to longrangecapital.com. IAPD ↗fund
$1.76B RAUM · 12 reps · 203-423-3935 · longrangecapital.com
Marketing & brand
15
RETIREFUL LLC changed its website from mohrcapitalmanagement.com to mohrfunds.com. IAPD ↗institutional
$244.5M RAUM · 2 reps · 866-464-6608 · mohrfunds.com
Marketing & brand
15
VATIC INVESTMENTS changed its website from vaticinvestments.com to vaticlabs.ai. IAPD ↗institutional
$0 RAUM · 0 reps · 646-202-1494 · vaticlabs.ai
Marketing & brand
15
KUVARE ASSET MANAGEMENT changed its website from kuvare.com to kuvareassetmanagement.com. IAPD ↗fund
$27.58B RAUM · 41 reps · 312-682-6389 · kuvareassetmanagement.com
Marketing & brand
15
ACADEMY ASSET MANAGEMENT changed its website from academyalpha.com to academyassetmanagement.com. IAPD ↗institutional
$163.5M RAUM · 3 reps · 646-341-6869 · academyassetmanagement.com
Marketing & brand
15
KAIJU ETF ADVISORS changed its website from kaijuetfadvisors.com to kaiju.ai. IAPD ↗institutional
$3.9M RAUM · 7 reps · 732-759-1153 · kaiju.ai
Marketing & brand
15
NOMURA CAPITAL MANAGEMENT LLC changed its website from nomuraprivatecapital.com to nomuracapitalmanagement.com. IAPD ↗institutional
$100.6M RAUM · 5 reps · 212-667-9131 · nomuracapitalmanagement.com
Marketing & brand
15
LUMINARX CAPITAL MANAGEMENT LP changed its website from luminarxcap.com to luminarx.com. IAPD ↗fund
$2.20B RAUM · 15 reps · 212-680-4579 · luminarx.com
Marketing & brand
15
P3 ASSET MANAGEMENT changed its website from p3assetmanagement.com to p3am.com. IAPD ↗institutional
$0 RAUM · 7 reps · 253-470-4977 · p3am.com
Marketing & brand
13
MILLENNIUM BRIDGE CAPITAL changed its website from cheyennefund.com to mbclp.com. IAPD ↗fund
$572.0M RAUM · 9 reps · 303-454-5453 · mbclp.com
Marketing & brand
13
PETROCAP, LLC changed its website from petrocap.com to aplomadopartners.com. IAPD ↗fund
$868.5M RAUM · 8 reps · 214-871-7967 · aplomadopartners.com
Marketing & brand
13
NORTHLIGHT CAPITAL PARTNERS changed its website from nlightcp.com to icx.efrontcloud.com. IAPD ↗fund
$463.7M RAUM · 7 reps · 646-873-6547 · icx.efrontcloud.com
Marketing & brand
13
GREAT ELM CAPITAL MANAGEMENT, INC. changed its website from greatelmcc.com to greatelmgroup.com. IAPD ↗fund
$288.4M RAUM · 8 reps · 561-214-7901 · greatelmgroup.com
Marketing & brand
13
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC changed its website from arringtonxrpcapital.com to arringtoncapital.com. IAPD ↗fund
$511.6M RAUM · 9 reps · 786-548-1886 · arringtoncapital.com
Marketing & brand
13
MOUNTAINGATE MANAGEMENT CO., LLC changed its website from mountaingate.com to krgcapital.com. IAPD ↗fund
$896.9M RAUM · 21 reps · (303) 390-5001 · krgcapital.com
Marketing & brand
13
BIP CAPITAL MANAGEMENT SERVICES, LLC changed its website from panoramic.vc to bipventures.vc. IAPD ↗fund
$335.7M RAUM · 3 reps · 404-410-6476 · bipventures.vc
Marketing & brand
13
ROUNDHILL INVESTMENTS changed its website from roundhillinvestments.com to public.com. IAPD ↗fund
$716.8M RAUM · 4 reps · 646-661-5441 · public.com
Marketing & brand
13
SCALEWORKS CAPITAL, LLC changed its website from elementsaasfinance.com to soil.works. IAPD ↗fund
$263.5M RAUM · 6 reps · 210-544-5409 · soil.works
Marketing & brand
13
TRIMER CAPITAL MANAGEMENT LP changed its website from trimercap.com to crunchbase.com. IAPD ↗fund
$704.3M RAUM · 6 reps · 212-572-6200 · crunchbase.com
Marketing & brand
13
RIPOSTE CAPITAL LLC changed its website from ripostecapital.com to ripostecapital.org. IAPD ↗fund
$390.1M RAUM · 5 reps · (646) 802-6330 · ripostecapital.org
Marketing & brand
13
CAMSHAFT CAPITAL ADVISORS LLC changed its website from camshaftcapital.com to camshaftgroup.com. IAPD ↗fund
$581.1M RAUM · 1 reps · +1 (305) 619-1383 · camshaftgroup.com
Marketing & brand
13
CAMBRIAN CAPITAL MANAGEMENT, L.L.C. changed its website from veritablelp.com to cambrianpe.com. IAPD ↗fund
$331.5M RAUM · 5 reps · 610-640-9551 · cambrianpe.com
Marketing & brand
10
CROSS SHORE CAPITAL MANAGEMENT, LLC changed its website from crossshorefunds.com to xshorecap.com. IAPD ↗fund
$146.4M RAUM · 3 reps · 516-684-4040 · xshorecap.com
Marketing & brand
10
FIGURE INVESTMENT ADVISORS, LLC changed its website from figure.com to figuremarkets.com. IAPD ↗fund
$70.8M RAUM · 1 reps · 628-236-5823 · figuremarkets.com
Marketing & brand
10
PANDION MINE FINANCE, LP changed its website from pandionmetals.com to rivermet.com. IAPD ↗fund
$125.2M RAUM · 3 reps · (346)509-4955 · rivermet.com
Marketing & brand
10
STRUCK CAPITAL MANAGEMENT LLC changed its website from struckcapital.com to struckcrypto.com. IAPD ↗fund
$145.1M RAUM · 7 reps · 561-289-0486 · struckcrypto.com
Marketing & brand
10
CLARENDON CAPITAL, LLC changed its website from clarendongrp.com to clarendoncap.com. IAPD ↗fund
$213.0M RAUM · 9 reps · (703) 705-2017 · clarendoncap.com
Marketing & brand
10
SEAPORT GLOBAL ASSET MANAGEMENT LLC changed its website from armoryfunds.com to seaportglobal.com. IAPD ↗fund
$121.3M RAUM · 1 reps · 212-616-7700 · seaportglobal.com
Marketing & brand
10
GRAYSCALE ADVISORS changed its website from grayscale.com to etfs.grayscale.com. IAPD ↗fund
$7.8M RAUM · 14 reps · 212-668-1427 · etfs.grayscale.com
Marketing & brand
10
BITWISE INVESTMENT MANAGER, LLC changed its website from bitwiseinvestments.com to bwebetf.com. IAPD ↗fund
$37.2M RAUM · 7 reps · 415-707-3663 · bwebetf.com
Marketing & brand
10
JORDANELLE CAPITAL changed its website from jordanellecap.com to jordanelle.com. IAPD ↗fund
$220.0M RAUM · 2 reps · (385) 500-4894 · jordanelle.com
Marketing & brand
1
CITY OF LONDON INVESTMENT MANAGEMENT COMPANY LIMITED changed its website from citlon.com to citlon.co.uk. IAPD ↗foreign
$5.90B RAUM · 28 reps · 11442077110771 · citlon.co.uk
Marketing & brand
1
NORTHERN TRUST GLOBAL INVESTMENTS LTD changed its website from northerntrust.com to pointofview.northerntrust.com. IAPD ↗foreign
$160.06B RAUM · 18 reps · 0044-(0)207-982-2000 · pointofview.northerntrust.com
Marketing & brand
1
PICTET NORTH AMERICA ADVISORS SA changed its website from pnaa.group.pictet to pnaa.pictet.com. IAPD ↗foreign
$4.64B RAUM · 20 reps · +41.22.307.9000 · pnaa.pictet.com
Marketing & brand
1
NORTHWEST INVESTMENT MANAGEMENT (HONG KONG) LIMITED changed its website from nimco.com.hk to nimco.co.uk. IAPD ↗foreign
$1.51B RAUM · 7 reps · 00852-3657-5600 · nimco.co.uk
Marketing & brand
1
HOLOWESKO PARTNERS LTD. changed its website from holoweskofunds.com to holoweskopartners.com. IAPD ↗foreign
$783.2M RAUM · 13 reps · 242-362-7800 · holoweskopartners.com
Marketing & brand
1
CONSTELLATION INVESTIMENTOS E PARTICIPAÇÕES LTDA changed its website from const.com.br to constellation.com.br. IAPD ↗foreign
$1.43B RAUM · 11 reps · 55 11 4501 0025 · constellation.com.br
Marketing & brand
1
PARKVIEW LTD. changed its website from parkview.ch to parkviewgroup.com. IAPD ↗foreign
$404.6M RAUM · 5 reps · +41 44 283 40 80 · parkviewgroup.com
Marketing & brand
1
SELECTIVE ADVISORS changed its website from selectiveadvisors.co.uk to selectivecapital.ro. IAPD ↗foreign
$1.9M RAUM · 1 reps · 40744331681 · selectivecapital.ro
Marketing & brand
1
CIDEL ASSET MANAGEMENT INC changed its website from toron-ami.com to loricaic.ca. IAPD ↗foreign
$5.19B RAUM · 38 reps · 416 977 6767 · loricaic.ca
Marketing & brand
1
ZENITH AM changed its website from wiseam.fr to zenith-am.com. IAPD ↗foreign
$532.4M RAUM · 7 reps · 33180980050 · zenith-am.com
Marketing & brand
1
RAISON ASSET MANAGEMENT changed its website from raison.am to wealth.raison.app. IAPD ↗foreign
$55.6M RAUM · 5 reps · +372 602 6855 · wealth.raison.app
Marketing & brand
1
LCJ INVESTMENTS SA changed its website from lcjinvestments.com to swissfim.com. IAPD ↗foreign
$26.0M RAUM · 5 reps · 41227070261 · swissfim.com
Marketing & brand
1
NEUBERGER BERMAN CANADA ULC changed its website from plus.google.com to nb.com. IAPD ↗foreign
$11.18B RAUM · 13 reps · 416-883-6904 · nb.com
Marketing & brand
1
SAMSUNG ASSET MANAGEMENT (HONG KONG) LIMITED changed its website from samsungetf.com to samsungetfhk.com. IAPD ↗foreign
$775.5M RAUM · 8 reps · 852 21158710 · samsungetfhk.com
Marketing & brand
relocation — 145 Main office moved to a different city or state.
50
CETERA ADVISORS LLC moved its main office from GREENWOOD VILLAGE, CO to GREENWOOD VILLAGE, IL. IAPD ↗
$21.99B RAUM · 997 reps · 310-257-7880 · cetera.com
Office IT & facilitiesMarketing & brand
50
HUDSON EDGE INVESTMENT PARTNERS, INC. moved its main office from JERSEY CITY, NJ to 740272, DE. IAPD ↗
$2.48B RAUM · 8 reps · 201-659-3700 · hudsonedgeip.com
Office IT & facilitiesMarketing & brand
50
F L PUTNAM INVESTMENT MANAGEMENT CO. moved its main office from WELLESLEY, MA to LYNNFIELD, MA. IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
Office IT & facilitiesMarketing & brand
50
EUBEL BRADY & SUTTMAN moved its main office from DAYTON, OH to MIAMISBURG, OH. IAPD ↗
$1.98B RAUM · 33 reps · 937-291-1223 · ebsinvests.com
Office IT & facilitiesMarketing & brand
50
CAPITAL ADVANTAGE, INC. moved its main office from LAFAYETTE, CA to WALNUT CREEK, CA. IAPD ↗
$1.00B RAUM · 9 reps · 925-299-1500
Office IT & facilitiesMarketing & brand
50
COMMUNITY CAPITAL MANAGEMENT, LLC moved its main office from PLANTATION, FL to FORT LAUDERDALE, FL. IAPD ↗
$5.00B RAUM · 13 reps · 877-272-1977 · ccminvests.com
Office IT & facilitiesMarketing & brand
50
CG ADVISORY SERVICES moved its main office from HASLETT, MI to WILLIAMSTON, MI. IAPD ↗
$3.22B RAUM · 68 reps · 517-339-7662 · carrcapitalllc.net
Office IT & facilitiesMarketing & brand
50
CHOREO, LLC moved its main office from MINNEAPOLIS, MN to ROCKFORD, IL. IAPD ↗
$16.03B RAUM · 129 reps · 312-702-1680
Office IT & facilitiesMarketing & brand
50
KOWAL INVESTMENT GROUP, LLC moved its main office from WAUKESHA, WI to BROOKFIELD, WI. IAPD ↗
$1.11B RAUM · 11 reps · (262) 522-4040 · kowalinvestmentgroup.com
Office IT & facilitiesMarketing & brand
50
NORTHEAST FINANCIAL GROUP, INC. moved its main office from TANNERSVILLE, PA to ALLENTOWN, PA. IAPD ↗
$1.00B RAUM · 9 reps · 570-688-9898
Office IT & facilitiesMarketing & brand
50
THREE BELL CAPITAL LLC moved its main office from SAN FRANCISCO, CA to DALLAS, TX. IAPD ↗
$3.25B RAUM · 12 reps · 650-843-9836
Office IT & facilitiesMarketing & brand
50
REVISOR WEALTH MANAGEMENT LLC moved its main office from SOLON, OH to AKRON, OH. IAPD ↗
$1.72B RAUM · 8 reps · 330-864-9516
Office IT & facilitiesMarketing & brand
50
APELLA WEALTH moved its main office from GLASTONBURY, CT to WEST HARTFORD, CT. IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
Office IT & facilitiesMarketing & brand
50
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC moved its main office from BETHLEHEM, PA to CENTER VALLEY, PA. IAPD ↗
$1.63B RAUM · 12 reps · 610-849-2739 · focusfinancialpartners.com
Office IT & facilitiesMarketing & brand
50
WASHINGTON CROSSING ADVISORS LLC moved its main office from FLORHAM PARK, NJ to MORRISTOWN, NJ. IAPD ↗
$1.94B RAUM · 5 reps · 973-549-4052 · washingtoncrossingadvisors.com
Office IT & facilitiesMarketing & brand
50
APEXIUM FINANCIAL LP moved its main office from RYE, NY to DALLAS, TX. IAPD ↗
$2.64B RAUM · 10 reps · 212-225-9500
Office IT & facilitiesMarketing & brand
50
REMBERT PENDLETON JACKSON moved its main office from FALLS CHURCH, VA to VIENNA, VA. IAPD ↗
$2.12B RAUM · 13 reps · 703-821-6655
Office IT & facilitiesMarketing & brand
50
HAYS FINANCIAL GROUP, LLC moved its main office from MINNEAPOLIS, MN to EDINA, MN. IAPD ↗
$5.10B RAUM · 4 reps · (612) 373-9863
Office IT & facilitiesMarketing & brand
50
PRIVATE WEALTH ASSET MANAGEMENT moved its main office from CEDAR RAPIDS, IA to OMAHA, NE. IAPD ↗
$1.61B RAUM · 20 reps · 515-328- 8872
Office IT & facilitiesMarketing & brand
50
QUOTIENT WEALTH PARTNERS, LLC moved its main office from HOUSTON, TX to IRVING, TX. IAPD ↗
$3.12B RAUM · 21 reps · (972) 807-0003
Office IT & facilitiesMarketing & brand
48
FIDUCIARY ADVISORS, LLC moved its main office from PHILADELPHIA, PA to SALT LAKE CITY, UT. IAPD ↗
$402.7M RAUM · 2 reps · (267) 534-2490 · managedplan.com
Office IT & facilitiesMarketing & brand
48
TRUST ADVISORY GROUP LTD moved its main office from WOBURN, MA to READING, MA. IAPD ↗
$560.4M RAUM · 41 reps · 781-933-6100 · coromandelwm.com
Office IT & facilitiesMarketing & brand
48
HUNTER MICHAEL INVESTMENT ADVISORS INC moved its main office from MIDLOTHIAN, VA to RICHMOND, VA. IAPD ↗
$865.9M RAUM · 1 reps · 804-378-7640 · huntermichael.com
Office IT & facilitiesMarketing & brand
48
LEVEL FINANCIAL ADVISORS, INC. moved its main office from AMHERST, NY to EAST AMHERST, NY. IAPD ↗
$620.8M RAUM · 8 reps · 716-634-6113 · levelfa.com
Office IT & facilitiesMarketing & brand
48
ASPEN INVESTMENT MANAGEMENT INC. moved its main office from GRAND RAPIDS, MI to ADA, MI. IAPD ↗
$257.1M RAUM · 4 reps · 616-361-2500 · aspenim.com
Office IT & facilitiesMarketing & brand
48
HANOVER ADVISORS, INC moved its main office from CLEMSON, SC to SENECA, SC. IAPD ↗
$302.5M RAUM · 2 reps · 864-235-6760 · hanoveradvisorsinc.com
Office IT & facilitiesMarketing & brand
48
FAI ADVISORS, INC. moved its main office from FARMINGTON HILLS, MI to NOVI, MI. IAPD ↗
$250.0M RAUM · 8 reps · 248-482-3600 · financialarch.com
Office IT & facilitiesMarketing & brand
48
DRAKE CAPITAL ADVISORS LLC moved its main office from GREENWICH, CT to OLD GREENWICH, CT. IAPD ↗
$652.9M RAUM · 3 reps · 203-861-7500 · drakeadvisors.com
Office IT & facilitiesMarketing & brand
48
CONCORDE ASSET MANAGEMENT, LLC moved its main office from LIVONIA, MI to ANN ARBOR, MI. IAPD ↗
$395.1M RAUM · 67 reps · 248-824-6710 · concordeis.com
Office IT & facilitiesMarketing & brand
48
CALDER FINANCIAL GROUP moved its main office from GRAND RAPIDS, MI to ADA, MI. IAPD ↗
$260.5M RAUM · 5 reps · 616-235-2442
Office IT & facilitiesMarketing & brand
48
CONSILIUM WEALTH MANAGEMENT moved its main office from SAN RAMON, CA to DANVILLE, CA. IAPD ↗
$645.8M RAUM · 2 reps · 925-365-1087 · consiliumwm.com
Office IT & facilitiesMarketing & brand
48
RIVERVIEW RESEARCH, LLC moved its main office from CLEVELAND, OH to INDEPENDENCE, OH. IAPD ↗
$848.8M RAUM · 1 reps · (216) 573-0420 · riverviewresearch.com
Office IT & facilitiesMarketing & brand
48
CLIENT 1ST ADVISORY GROUP moved its main office from CLEARWATER, FL to DUNEDIN, FL. IAPD ↗
$348.6M RAUM · 5 reps · 727-450-2301
Office IT & facilitiesMarketing & brand
48
MPWM ADVISORY SOLUTIONS LLC moved its main office from NEW YORK, NY to ALPHARETTA, GA. IAPD ↗
$315.7M RAUM · 14 reps · 678-566-4001
Office IT & facilitiesMarketing & brand
48
KANEN WEALTH MANAGEMENT LLC moved its main office from CORAL SPRINGS, FL to COCONUT CREEK, FL. IAPD ↗
$292.5M RAUM · 2 reps · 631-863-3100 · kanenadvisory.com
Office IT & facilitiesMarketing & brand
48
ALPHA CAPITAL MANAGEMENT GROUP LLC moved its main office from GREENWOOD VILLAGE, CO to DENVER, CO. IAPD ↗
$421.9M RAUM · 4 reps · 303-900-1919 · alphacmg.com
Office IT & facilitiesMarketing & brand
48
SUMMIT WEALTH AND RETIREMENT PARTNERS moved its main office from DANVILLE, CA to SAN RAMON, CA. IAPD ↗
$721.0M RAUM · 6 reps · (925) 927-1900 · summitwealthandretirement.com
Office IT & facilitiesMarketing & brand
48
CAPITAL SQUARE, LLC moved its main office from CHATTANOOGA, TN to ATHENS, TN. IAPD ↗
$301.9M RAUM · 9 reps · 423-877-6708 · capitalsquare.biz
Office IT & facilitiesMarketing & brand
48
HORST & GRABEN WEALTH MANAGEMENT, LLC moved its main office from LAKE OSWEGO, OR to PORTLAND, OR. IAPD ↗
$649.9M RAUM · 3 reps · 503-342-8900 · horstandgrabenwealth.com
Office IT & facilitiesMarketing & brand
48
HUDSON VALUE PARTNERS, LLC moved its main office from MORRISTOWN, NJ to PALM BEACH, FL. IAPD ↗
$421.3M RAUM · 4 reps · 646-343-9772 · hudsonvaluepartners.com
Office IT & facilitiesMarketing & brand
48
FORTIS CAPITAL ADVISORS, LLC moved its main office from RENO, NV to PRAIRIE VILLAGE, KS. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
Office IT & facilitiesMarketing & brand
48
GREENUP STREET WEALTH MANAGEMENT LLC moved its main office from ANN ARBOR, MI to OVERLAND PARK, KS. IAPD ↗
$510.8M RAUM · 14 reps · 734-656-8121
Office IT & facilitiesMarketing & brand
48
UNIQUE WEALTH, LLC moved its main office from TAMPA, FL to CLEARWATER, FL. IAPD ↗
$626.5M RAUM · 9 reps · 813-816-2030 · uniquewealth.com
Office IT & facilitiesMarketing & brand
48
POWER WEALTH MANAGEMENT moved its main office from ROSWELL, GA to ALPHARETTA, GA. IAPD ↗
$293.8M RAUM · 3 reps · 404-889-8919 · powerwm.com
Office IT & facilitiesMarketing & brand
48
QUANTUM FINANCIAL ADVISORS, LLC moved its main office from MANHATTAN BEACH, CA to EL SEGUNDO, CA. IAPD ↗
$972.2M RAUM · 11 reps · (424) 447-8268
Office IT & facilitiesMarketing & brand
48
HERITAGE FAMILY OFFICES, LLP moved its main office from PHOENIX, AZ to SCOTTSDALE, AZ. IAPD ↗
$365.1M RAUM · 5 reps · (602) 775-5400
Office IT & facilitiesMarketing & brand
48
HEDONOVA ADVISORS LLC moved its main office from LOS ANGELES, CA to POST FALLS, ID. IAPD ↗
$823.8M RAUM · 16 reps · 213-340-1334 · hedonova.io
Office IT & facilitiesMarketing & brand
45
VALUE FINANCIAL ADVISERS, INC. moved its main office from DENVER, CO to ORLANDO, FL. IAPD ↗
$105.3M RAUM · 4 reps · 303-770-3030 · valuefinancialadvisers.com
Office IT & facilitiesMarketing & brand
45
SCHLINDWEIN ASSOCIATES LLC moved its main office from CHICAGO, IL to DALLAS, TX. IAPD ↗
$199.9M RAUM · 2 reps · 469-385-7040
Office IT & facilitiesMarketing & brand
45
MAIN STREET FINANCIAL moved its main office from MOUNT KISCO, NY to HARRISON, NY. IAPD ↗
$58.7M RAUM · 3 reps · 914-698-8303 · mainstfinancial.com
Office IT & facilitiesMarketing & brand
45
M.K. BROWN WEALTH ADVISORY moved its main office from KETTERING, OH to OAKWOOD, OH. IAPD ↗
$149.0M RAUM · 2 reps · 937-298-8904 · mkbrown.com
Office IT & facilitiesMarketing & brand
45
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. moved its main office from POWAY, CA to SAN JUAN CAPISTRANO, CA. IAPD ↗
$230.8M RAUM · 6 reps · 949-248-8800
Office IT & facilitiesMarketing & brand
45
GASSMAN FINANCIAL GROUP moved its main office from NEW YORK, NY to JERICHO, NY. IAPD ↗
$50.1M RAUM · 1 reps · 631-482-7460
Office IT & facilitiesMarketing & brand
45
STRATEGIC RETIREMENT ADVISORS, LLC moved its main office from SACRAMENTO, CA to ELK GROVE, CA. IAPD ↗
$190.9M RAUM · 2 reps · 916-248-3619 · strategicretirementadvisors.net
Office IT & facilitiesMarketing & brand
45
ABRIDGE PARTNERS, LLC moved its main office from DIAMOND BAR, CA to JACKSON, MS. IAPD ↗
$102.5M RAUM · 2 reps · (601) 718-0000 · abridgepartnersllc.com
Office IT & facilitiesMarketing & brand
45
STRATEGIC WEALTH PLANNING moved its main office from DALLAS, TX to RICHARDSON, TX. IAPD ↗
$164.4M RAUM · 2 reps · 214-727-6000 · awealthplan.com
Office IT & facilitiesMarketing & brand
45
RD LEWIS WEALTH MANAGEMENT moved its main office from ORLANDO, FL to MAITLAND, FL. IAPD ↗
$183.8M RAUM · 2 reps · 407-446-3737
Office IT & facilitiesMarketing & brand
45
PERINI CAPITAL moved its main office from SCOTTSDALE, AZ to RANCHO SANTA FE, CA. IAPD ↗
$161.0M RAUM · 5 reps · 575-725-1978
Office IT & facilitiesMarketing & brand
45
FELTL ADVISORS moved its main office from MINNETONKA, MN to PLYMOUTH, MN. IAPD ↗
$120.6M RAUM · 14 reps · 612-492-8800 · feltladvisors.com
Office IT & facilitiesMarketing & brand
45
RH BUCHANAN moved its main office from KETCHIKAN, AK to ANCHORAGE, AK. IAPD ↗
$165.2M RAUM · 2 reps · (907) 225-0833 · rhbuchanan.com
Office IT & facilitiesMarketing & brand
45
T2 ASSET MANAGEMENT, LLC moved its main office from OAKBROOK TERRACE, IL to NAPERVILLE, IL. IAPD ↗
$140.0M RAUM · 7 reps · 888-354-8499
Office IT & facilitiesMarketing & brand
45
VANDERPOL INVESTMENTS L.L.C. moved its main office from BYRON CENTER, MI to CALEDONIA, MI. IAPD ↗
$123.1M RAUM · 3 reps · 616-723-2637
Office IT & facilitiesMarketing & brand
45
SIMPLEX WEALTH MANAGEMENT moved its main office from SAN RAMON, CA to DANVILLE, CA. IAPD ↗
$219.4M RAUM · 2 reps · 925-804-6468 · simplexwm.com
Office IT & facilitiesMarketing & brand
45
HENDERSHOTT WEALTH MANAGEMENT, LLC moved its main office from SAN JOSE, CA to FISHERS, IN. IAPD ↗
$169.3M RAUM · 4 reps · 408-769-3005 · hilaryhendershottwealthmanagement.com
Office IT & facilitiesMarketing & brand
45
WEALTHBUILDERS INVESTMENTS moved its main office from COLORADO SPRINGS, CO to ENGLEWOOD, CO. IAPD ↗
$121.7M RAUM · 5 reps · 972-719-2557 · investmentmastery.store
Office IT & facilitiesMarketing & brand
45
7 STREETS FINANCIAL, LLC moved its main office from SAN RAMON, CA to SAN DIEGO, CA. IAPD ↗
$88.4M RAUM · 2 reps · 619-798-3372 · 7sts.com
Office IT & facilitiesMarketing & brand
45
LOBNEK WEALTH MANAGEMENT INC. moved its main office from GENEVA, to NEW YORK, NY. IAPD ↗
$168.8M RAUM · 3 reps · 646 801 4923 · lobnek-inc.com
Office IT & facilitiesMarketing & brand
45
C2C WEALTH MANAGEMENT, LLC moved its main office from MANSFIELD, MA to SCOTTSDALE, AZ. IAPD ↗
$190.9M RAUM · 1 reps · (480) 287-2130 · c2cwealth.com
Office IT & facilitiesMarketing & brand
45
MOTIV8 INVESTMENTS LLC moved its main office from STUART, FL to PORT ST LUCIE, FL. IAPD ↗
$161.4M RAUM · 14 reps · 772-247-4488 · wellpreserved.info
Office IT & facilitiesMarketing & brand
45
STYRE WEALTH moved its main office from FT. WORTH, TX to FORT WORTH, TX. IAPD ↗
$186.3M RAUM · 1 reps · 817-605-7833
Office IT & facilitiesMarketing & brand
45
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC moved its main office from BALA CYNWYD, PA to BALTIMORE, MD. IAPD ↗
$47.9M RAUM · 2 reps · 215-564-5750
Office IT & facilitiesMarketing & brand
45
ALBERT INVESTMENTS, LLC moved its main office from CULVER CITY, CA to SANTA BARBARA, CA. IAPD ↗
$16.7M RAUM · 3 reps · 844-891-9309 · blog.albert.com
Office IT & facilitiesMarketing & brand
45
VIENNA ASSET MANAGEMENT LLC moved its main office from CUPERTINO, CA to SARATOGA, CA. IAPD ↗
$204.0M RAUM · 1 reps · 408-882-1770 · vamladvisors.com
Office IT & facilitiesMarketing & brand
45
PLANROCK INVESTMENTS LLC moved its main office from FRANKLIN, TN to BRENTWOOD, TN. IAPD ↗
$27.3M RAUM · 3 reps · 800-677-6025 · planrock.com
Office IT & facilitiesMarketing & brand
45
EQUILIBRIUM VENTURES, LLC moved its main office from AUSTIN, TX to NEW YORK, NY. IAPD ↗
$141.5M RAUM · 3 reps · 310-922-8955 · equi.com
Office IT & facilitiesMarketing & brand
45
OPTIMA CAPITAL LLC moved its main office from HILLSBORO, OR to BEAVERTON, OR. IAPD ↗
$247.7M RAUM · 6 reps · 503-270-1314 · optimacapitalllc.com
Office IT & facilitiesMarketing & brand
45
AEM ASSET MANAGEMENT, LLC moved its main office from SOMERSET, NJ to SOMERSET, NY. IAPD ↗
$127.9M RAUM · 2 reps · 973-714-6437 · aemadvisory.com
Office IT & facilitiesMarketing & brand
45
ELEVATION ADVISORY PARTNERS LLC moved its main office from LONGWOOD, FL to ORLANDO, FL. IAPD ↗
$171.8M RAUM · 4 reps · 407-567-1901
Office IT & facilitiesMarketing & brand
45
VALLEY FINANCIAL GROUP moved its main office from FLOURTOWN, PA to AMBLER, PA. IAPD ↗
$197.5M RAUM · 5 reps · 215-947-9190
Office IT & facilitiesMarketing & brand
45
R CUBED GLOBAL CAPITAL INC. moved its main office from PLANTATION, FL to BELLEVUE, WA. IAPD ↗
$25.2M RAUM · 1 reps · 206-743-5907 · rcubedgc.com
Office IT & facilitiesMarketing & brand
45
RANGE ADVISORY, LLC moved its main office from TYSONS, VA to MCLEAN, VA. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
Office IT & facilitiesMarketing & brand
45
HERBEIN FINANCIAL GROUP, LLC moved its main office from TANNERSVILLE, PA to ALLENTOWN, PA. IAPD ↗
$0 RAUM · 2 reps · 484-509-1136 · herbein.com
Office IT & facilitiesMarketing & brand
45
EVERGREEN MONEY ADVISORS moved its main office from MIAMI, FL to RALEIGH, NC. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
Office IT & facilitiesMarketing & brand
45
SOCIALTRADER moved its main office from EL CAJON, CA to LEWES, DE. IAPD ↗
$400 RAUM · 1 reps · 619-500-6101 · socialtrader.ai
Office IT & facilitiesMarketing & brand
40
DEVENIR INVESTMENT ADVISORS, LLC moved its main office from MINNEAPOLIS, MN to BLOOMINGTON, MN. IAPD ↗institutional
$10.92B RAUM · 5 reps · 952-446-7400 · devenir.com
Office IT & facilitiesMarketing & brand
40
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC moved its main office from KING OF PRUSSIA, PA to CONSHOHOCKEN, PA. IAPD ↗institutional
$1.42B RAUM · 13 reps · 610-265-2800 · morganproperties.com
Office IT & facilitiesMarketing & brand
40
IMPACTASSETS CAPITAL PARTNERS PBLLC moved its main office from SEATTLE, WA to BETHESDA, MD. IAPD ↗institutional
$1.58B RAUM · 11 reps · 855-920-2303 · impactassetscapital.com
Office IT & facilitiesMarketing & brand
38
CORNERSTONE TRUST MANAGEMENT SERVICES LLC moved its main office from BENSALEM, PA to ALTAMONTE SPRINGS, FL. IAPD ↗institutional
$999.8M RAUM · 1 reps · 215-826-2800
Office IT & facilitiesMarketing & brand
38
CONCORD ASSET MANAGEMENT, LLC moved its main office from MIDLOTHIAN, VA to ABINGDON, VA. IAPD ↗institutional
$406.0M RAUM · 2 reps · (276) 628-5910
Office IT & facilitiesMarketing & brand
38
ELECTRA CAPITAL moved its main office from TAMPA, FL to CONSHOHOCKEN, PA. IAPD ↗institutional
$593.1M RAUM · 6 reps · (610) 977-2000
Office IT & facilitiesMarketing & brand
35
DEMARCHE moved its main office from MERRIAM, KS to OVERLAND PARK, KS. IAPD ↗institutional
$0 RAUM · 21 reps · [913] 384-4994 · vimeo.com
Office IT & facilitiesMarketing & brand
35
SAROFIM REALTY ADVISORS LLC moved its main office from DALLAS, TX to HOUSTON, TX. IAPD ↗fund
$1.89B RAUM · 6 reps · 713-654-4484 · sraco.com
Office IT & facilitiesMarketing & brand
35
PENN MUTUAL ASSET MANAGEMENT, LLC moved its main office from HORSHAM, PA to CONSHOHOCKEN, PA. IAPD ↗fund
$33.66B RAUM · 33 reps · 215-956-8114 · pennmutualam.com
Office IT & facilitiesMarketing & brand
35
TOWERS WATSON INVESTMENT SERVICES, INC. moved its main office from ARLINGTON, VA to CHICAGO, IL. IAPD ↗fund
$51.37B RAUM · 201 reps · 312-288-7700
Office IT & facilitiesMarketing & brand
35
STANDARD VALUATIONS, INC. moved its main office from ST PAUL, MN to WHITE BEAR LAKE, MN. IAPD ↗institutional
$0 RAUM · 3 reps · 651-690-5441 · standardvaluations.com
Office IT & facilitiesMarketing & brand
35
57 STARS LLC moved its main office from WASHINGTON, DC to ARLINGTON, VA. IAPD ↗fund
$4.58B RAUM · 17 reps · 202-824-1600 · 57stars.net
Office IT & facilitiesMarketing & brand
35
TREMBLANT CAPITAL GROUP moved its main office from STAMFORD, CT to WEST PALM BEACH, FL. IAPD ↗fund
$1.03B RAUM · 9 reps · 212-735-7461 · tremblantcapital.com
Office IT & facilitiesMarketing & brand
35
ENHANCED HEALTHCARE MANAGEMENT COMPANY moved its main office from SALT LAKE CITY, UT to SANTA MONICA, CA. IAPD ↗fund
$1.18B RAUM · 13 reps · (929) 242-5196 · enhancedhealthcare.com
Office IT & facilitiesMarketing & brand
35
INVERNESS GRAHAM INVESTMENTS, INC. moved its main office from NEWTOWN SQUARE, PA to WAYNE, PA. IAPD ↗fund
$1.31B RAUM · 16 reps · 610-722-0300 · invernessgraham.com
Office IT & facilitiesMarketing & brand
35
DEERPATH CAPITAL MANAGEMENT, LP moved its main office from NEW YORK, NY to FORT LAUDERDALE, FL. IAPD ↗fund
$7.24B RAUM · 88 reps · 212-922-0724 · deerpathcapital.com
Office IT & facilitiesMarketing & brand
35
MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION moved its main office from NEW YORK, NY to WASHINGTON, DC. IAPD ↗fund
$7.65B RAUM · 29 reps · 1 202-866-2300
Office IT & facilitiesMarketing & brand
35
VALLEY FORGE CAPITAL MANAGEMENT moved its main office from WAYNE, PA to MIAMI, FL. IAPD ↗fund
$3.61B RAUM · 2 reps · 305-210-6000 · valleyforgecapital.com
Office IT & facilitiesMarketing & brand
35
GPB CAPITAL HOLDINGS, LLC moved its main office from NEW YORK, NY to GREENWICH, CT. IAPD ↗fund
$1.15B RAUM · 4 reps · 212.235.2650
Office IT & facilitiesMarketing & brand
35
AGR PARTNERS LLC moved its main office from DAVIS, CA to CHICAGO, IL. IAPD ↗fund
$1.13B RAUM · 8 reps · 530-564-0626 · agrpartners.com
Office IT & facilitiesMarketing & brand
35
ALDRICH CAPITAL PARTNERS LLC moved its main office from VIENNA, VA to MCLEAN, VA. IAPD ↗fund
$1.22B RAUM · 22 reps · 703-376-3570
Office IT & facilitiesMarketing & brand
35
PANTERA CAPITAL moved its main office from MENLO PARK, CA to SAN FRANCISCO, CA. IAPD ↗fund
$4.16B RAUM · 11 reps · 650-854-7000
Office IT & facilitiesMarketing & brand
35
MOONRISE CAPITAL LP moved its main office from GREENWICH, CT to VERO BEACH, FL. IAPD ↗fund
$1.06B RAUM · 2 reps · 772-492-3523
Office IT & facilitiesMarketing & brand
35
NASSAU GLOBAL CREDIT LLC moved its main office from DARIEN, CT to NEW YORK, NY. IAPD ↗fund
$4.62B RAUM · 14 reps · (646) 630-8376 · ncc.nfg.com
Office IT & facilitiesMarketing & brand
35
ONEFUND, LLC moved its main office from ST. PETERSBURG, FL to ST. PETERSBURG, OH. IAPD ↗institutional
$105.7M RAUM · 1 reps · 7275020808 · onefund.io
Office IT & facilitiesMarketing & brand
35
GHISALLO CAPITAL MANAGEMENT LLC moved its main office from GREENWICH, CT to BOSTON, MA. IAPD ↗fund
$2.79B RAUM · 19 reps · 617-502-5735 · ghisallo.com
Office IT & facilitiesMarketing & brand
35
DRIVEADVISORY, LLC moved its main office from JERSEY CITY, NJ to NEW YORK, NY. IAPD ↗institutional
$750,659 RAUM · 0 reps · 800-461-2680 · drivewealth.com
Office IT & facilitiesMarketing & brand
35
KELLY INTELLIGENCE moved its main office from DENVER, CO to DENVER, CT. IAPD ↗institutional
$17.0M RAUM · 2 reps · 303-499-1959
Office IT & facilitiesMarketing & brand
35
ALTERRA IOS MANAGER, LLC moved its main office from CONSHOHOCKEN, PA to BRYN MAWR, PA. IAPD ↗fund
$2.13B RAUM · 15 reps · 215-240-1231 · ios.alterraproperty.com
Office IT & facilitiesMarketing & brand
35
CHOREO PARTNER ALLIANCE, LLC moved its main office from MINNEAPOLIS, MN to ROCKFORD, IL. IAPD ↗institutional
$0 RAUM · 0 reps · 312-702-1680 · choreoadvisors.com
Office IT & facilitiesMarketing & brand
35
TC43 LLC moved its main office from PELHAM, NY to ROCKVILLE CENTRE, NY. IAPD ↗institutional
$0 RAUM · 1 reps · 917-363-7217
Office IT & facilitiesMarketing & brand
33
CAS INVESTMENT PARTNERS, LLC moved its main office from NEW YORK, NY to WESTPORT, CT. IAPD ↗fund
$951.1M RAUM · 2 reps · (212) 804-7660 · cliffordsosin.com
Office IT & facilitiesMarketing & brand
33
SQN INVESTORS LP moved its main office from REDWOOD CITY, CA to MENLO PARK, CA. IAPD ↗fund
$279.1M RAUM · 4 reps · 650-489-9100 · sqninvestors.com
Office IT & facilitiesMarketing & brand
33
PARAFI CAPITAL LP moved its main office from GREENWICH, CT to NEW YORK, NY. IAPD ↗fund
$945.0M RAUM · 8 reps · (203) 326-1321
Office IT & facilitiesMarketing & brand
33
BRICKELL KEY ASSET MANAGEMENT LLC moved its main office from MIAMI, FL to CHARLESTON, SC. IAPD ↗fund
$268.3M RAUM · 8 reps · 866-443-1080
Office IT & facilitiesMarketing & brand
33
GIP INVESTMENT ADVISER LLC moved its main office from BOSTON, MA to WEST PALM BEACH, FL. IAPD ↗fund
$329.4M RAUM · 5 reps · 650-387-6686 · ksvglobal.com
Office IT & facilitiesMarketing & brand
33
CGI INVESTMENT MANAGEMENT LLC moved its main office from MIAMI, FL to CORAL GABLES, FL. IAPD ↗fund
$950.6M RAUM · 8 reps · 786-581-4800
Office IT & facilitiesMarketing & brand
33
SCALEBUILDER, LLC moved its main office from NEW YORK, NY to SUMMIT, NJ. IAPD ↗fund
$252.0M RAUM · 2 reps · 646-827-4700 · scalebuilder.net
Office IT & facilitiesMarketing & brand
33
CORNER CAPITAL MANAGEMENT, LLC moved its main office from PALO ALTO, CA to NEW YORK, NY. IAPD ↗fund
$749.8M RAUM · 4 reps · 732-740-4669 · cornerventures.com
Office IT & facilitiesMarketing & brand
33
CRE VENTURE CAPITAL, INC. moved its main office from MAHWAH, NJ to FRANKLIN LAKES, NJ. IAPD ↗fund
$368.0M RAUM · 5 reps · 917 583 4687 · cre.vc
Office IT & facilitiesMarketing & brand
33
TRIMER CAPITAL MANAGEMENT LP moved its main office from SAN FRANCISCO, CA to NEW YORK, NY. IAPD ↗fund
$704.3M RAUM · 6 reps · 212-572-6200 · crunchbase.com
Office IT & facilitiesMarketing & brand
33
BORDERLESS MANAGEMENT LLC moved its main office from WINDERMERE, FL to CLERMONT, FL. IAPD ↗fund
$339.6M RAUM · 8 reps · 650-412-9447 · borderlesscapital.io
Office IT & facilitiesMarketing & brand
33
NEUBERGER BERMAN LOAN ADVISERS IV LLC moved its main office from NEW YORK, NY to CHICAGO, IL. IAPD ↗fund
$865.2M RAUM · 3 reps · 312-325-7700 · nb.com
Office IT & facilitiesMarketing & brand
30
DEMARCHE moved its main office from MERRIAM, KS to OVERLAND PARK, KS. IAPD ↗fund
$212.6M RAUM · 19 reps · 913-981-1345
Office IT & facilitiesMarketing & brand
30
YOST CAPITAL MANAGEMENT, LP moved its main office from FORT WORTH, TX to HOUSTON, TX. IAPD ↗fund
$225.9M RAUM · 4 reps · 817.350.6333 · yostfunds.com
Office IT & facilitiesMarketing & brand
30
KAILAI ADVISERS LTD. moved its main office from SHERMAN OAKS, CA to LOS ANGELES, CA. IAPD ↗fund
$110.3M RAUM · 16 reps · 310-432-0100 · claritypartners.net
Office IT & facilitiesMarketing & brand
30
SMP ASSET MANAGEMENT, LLC moved its main office from LARCHMONT, NY to PURCHASE, NY. IAPD ↗fund
$200.4M RAUM · 1 reps · 914-833-0875 · smplp.com
Office IT & facilitiesMarketing & brand
30
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC moved its main office from WAYZATA, MN to MINNEAPOLIS, MN. IAPD ↗fund
$162.6M RAUM · 5 reps · 952-456-5300 · northernpacificgroup.com
Office IT & facilitiesMarketing & brand
30
HARBOUR POINT CAPITAL moved its main office from GREENWICH, CT to DARIEN, CT. IAPD ↗fund
$214.5M RAUM · 4 reps · 646-681-4600 · harbourpointcapital.com
Office IT & facilitiesMarketing & brand
30
URSA FUND MANAGEMENT LLC moved its main office from ORINDA, CA to DANVILLE, CA. IAPD ↗fund
$157.1M RAUM · 2 reps · 415-529-6040
Office IT & facilitiesMarketing & brand
30
KINGFISH CAPITAL PARTNERS LLC moved its main office from SAN FRANCISCO, CA to SOUTHLAKE, TX. IAPD ↗fund
$240.6M RAUM · 41 reps · 650-980-0200
Office IT & facilitiesMarketing & brand
30
THAMES CAPITAL MANAGEMENT, LLC moved its main office from NEW YORK, NY to ROSELAND, NJ. IAPD ↗fund
$231.4M RAUM · 3 reps · 973-200-6725 · thamescapitalmanagement.com
Office IT & facilitiesMarketing & brand
30
FARADAY CAPITAL, L.P. moved its main office from FORT WORTH, TX to ROCKLIN, CA. IAPD ↗fund
$64.6M RAUM · 3 reps · (916) 251 7146 · faradaycap.com
Office IT & facilitiesMarketing & brand
30
NORTHERN PACIFIC GROUP, L.P. moved its main office from WAYZATA, MN to MINNEAPOLIS, MN. IAPD ↗fund
$162.6M RAUM · 5 reps · 952-456-5300 · northernpacificgroup.com
Office IT & facilitiesMarketing & brand
30
SEA OTTER ADVISORS LLC moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗fund
$124.7M RAUM · 4 reps · 646-849-3810
Office IT & facilitiesMarketing & brand
15
ALVEO WEALTH MANAGEMENT, LLC moved its main office from MIAMI, FL to MEXICO CITY, . IAPD ↗foreign
$6.9M RAUM · 3 reps · 561 371 0135
Office IT & facilitiesMarketing & brand
15
NEO-CRITERION CAPITAL LIMITED moved its main office from SINGAPORE, to HONG KONG, . IAPD ↗foreign
$35.9M RAUM · 7 reps · +65 96632931 · neo-criterion.com
Office IT & facilitiesMarketing & brand
15
BRIGHTSTONE CAPITAL MANAGEMENT, LLC moved its main office from ST. CLAIR, PORT-OF-SPAIN, to ST. CLAIR, PORT OF SPAIN, . IAPD ↗foreign
$12.6M RAUM · 1 reps · 1 (740) 409-8235
Office IT & facilitiesMarketing & brand
15
SANOSTRO AG moved its main office from ZURICH, to ZUG, . IAPD ↗foreign
$0 RAUM · 1 reps · 41445158710
Office IT & facilitiesMarketing & brand
15
SKYBOUND WEALTH MANAGEMENT USA, LLC moved its main office from MIAMI, FL to LONDON, . IAPD ↗foreign
$36.0M RAUM · 5 reps · 0044 (0)207 183 3505
Office IT & facilitiesMarketing & brand
15
EQUITY STORY USA moved its main office from SYDNEY, to MANLY, NSW, . IAPD ↗foreign
$0 RAUM · 3 reps · +61 488 424 441
Office IT & facilitiesMarketing & brand
deregistered — 140 Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
65
GW & WADE, LLC (WELLESLEY, MA) left the SEC roster (was $8.90B RAUM, 41 reps). IAPD ↗
$8.90B RAUM · 41 reps · (781) 239-1188
Recruiting & transitionsM&A & valuation
65
COLORADO FINANCIAL MANAGEMENT LLC (BOULDER, CO) left the SEC roster (was $1.95B RAUM, 9 reps). IAPD ↗
$1.95B RAUM · 9 reps · 303-443-2433 · colofinancial.com
Recruiting & transitionsM&A & valuation
65
EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC (ISELIN, NJ) left the SEC roster (was $1.35B RAUM, 18 reps). IAPD ↗
$1.35B RAUM · 18 reps · 908-429-0025
Recruiting & transitionsM&A & valuation
65
VERITABLE LP (NEWTOWN SQUARE, PA) left the SEC roster (was $16.53B RAUM, 50 reps). IAPD ↗
$16.53B RAUM · 50 reps · 610-640-9551
Recruiting & transitionsM&A & valuation
65
STRATEGIQ FINANCIAL GROUP, LLC (MERRILLVILLE, IN) left the SEC roster (was $1.52B RAUM, 21 reps). IAPD ↗
$1.52B RAUM · 21 reps · 219-736-8902
Recruiting & transitionsM&A & valuation
65
CHARLES SCHWAB INVESTMENT ADVISORY, INC (SAN FRANCISCO, CA) left the SEC roster (was $66.08B RAUM, 25 reps). IAPD ↗
$66.08B RAUM · 25 reps · 415-667-1910
Recruiting & transitionsM&A & valuation
65
BRIDGEWORTH WEALTH MANAGEMENT (BIRMINGHAM, AL) left the SEC roster (was $2.02B RAUM, 60 reps). IAPD ↗
$2.02B RAUM · 60 reps · (205) 208-8700 · bridgeworthfinancial.com
Recruiting & transitionsM&A & valuation
65
TELEMUS CAPITAL, LLC (SOUTHFIELD, MI) left the SEC roster (was $2.97B RAUM, 24 reps). IAPD ↗
$2.97B RAUM · 24 reps · 248-827-1800 · telemus.com
Recruiting & transitionsM&A & valuation
65
SIMPLICITY SOLUTIONS, LLC (MINNEAPOLIS, MN) left the SEC roster (was $3.30B RAUM, 130 reps). IAPD ↗
$3.30B RAUM · 130 reps · 952-831-0039 · simplicitysolutions.com
Recruiting & transitionsM&A & valuation
65
CURI CAPITAL (RALEIGH, NC) left the SEC roster (was $1.40B RAUM, 17 reps). IAPD ↗
$1.40B RAUM · 17 reps · 984-202-2800
Recruiting & transitionsM&A & valuation
65
FIRST ASCENT ASSET MANAGEMENT, LLC (DENVER, CO) left the SEC roster (was $1.37B RAUM, 3 reps). IAPD ↗
$1.37B RAUM · 3 reps · 720-465-7888 · firstascentam.com
Recruiting & transitionsM&A & valuation
65
VISTA FINANCIAL ADVISORS, LLC (NEW YORK, NY) left the SEC roster (was $11491.90B RAUM, 1 reps). IAPD ↗
$11491.90B RAUM · 1 reps · 202-340-2176
Recruiting & transitionsM&A & valuation
63
PRIVATE ASSET MANAGEMENT INC (SAN DIEGO, CA) left the SEC roster (was $751.3M RAUM, 10 reps). IAPD ↗
$751.3M RAUM · 10 reps · 858-750-4200 · pamgmt.com
Recruiting & transitionsM&A & valuation
63
CAPLAN FINANCIAL GROUP, LLC (location n/a) left the SEC roster (was $367.6M RAUM, 2 reps). IAPD ↗
$367.6M RAUM · 2 reps · 410-735-1905 · caplanfinancialgroup.com
Recruiting & transitionsM&A & valuation
63
WASSERMAN WEALTH MANAGEMENT, LLC (FARMINGTON HILLS, MI) left the SEC roster (was $306.0M RAUM, 3 reps). IAPD ↗
$306.0M RAUM · 3 reps · 248.626.3900
Recruiting & transitionsM&A & valuation
63
DAY & ENNIS, LLC (MACON, GA) left the SEC roster (was $384.1M RAUM, 6 reps). IAPD ↗
$384.1M RAUM · 6 reps · 478-474-7480 · dayandennis.com
Recruiting & transitionsM&A & valuation
63
REMY INVESTORS & CONSULTANTS, LLC (LOS ANGELES, CA) left the SEC roster (was $781.5M RAUM, 6 reps). IAPD ↗
$781.5M RAUM · 6 reps · 310-843-0050
Recruiting & transitionsM&A & valuation
63
ANODOS ADVISORS, LLC (GOLETA, CA) left the SEC roster (was $753.9M RAUM, 2 reps). IAPD ↗
$753.9M RAUM · 2 reps · 805-899-1245 · anodosadvisors.com
Recruiting & transitionsM&A & valuation
63
ADVANTAGE RETIREMENT GROUP (FORT MYERS, FL) left the SEC roster (was $324.7M RAUM, 2 reps). IAPD ↗
$324.7M RAUM · 2 reps · 239-561-1155 · advantageretirementgroup.net
Recruiting & transitionsM&A & valuation
63
PARAGON WEALTH STRATEGIES, LLC. (JACKSONVILLE, FL) left the SEC roster (was $456.3M RAUM, 8 reps). IAPD ↗
$456.3M RAUM · 8 reps · 904-861-0093 · retirementcoursejax.com
Recruiting & transitionsM&A & valuation
63
VEZZETTI CAPITAL MANAGEMENT, L.L.C. (LA SALLE, IL) left the SEC roster (was $263.4M RAUM, 1 reps). IAPD ↗
$263.4M RAUM · 1 reps · 815-220-0511
Recruiting & transitionsM&A & valuation
63
TRUTINA FINANCIAL (BELLEVUE, WA) left the SEC roster (was $941.5M RAUM, 11 reps). IAPD ↗
$941.5M RAUM · 11 reps · 425-401-1211 · trutinafinancial.com
Recruiting & transitionsM&A & valuation
63
SUMMIT WEALTH ADVOCATES, LLC (location n/a) left the SEC roster (was $314.9M RAUM, 5 reps). IAPD ↗
$314.9M RAUM · 5 reps · 612-987-9112
Recruiting & transitionsM&A & valuation
63
LWS WEALTH ADVISORS, INC. (location n/a) left the SEC roster (was $461.4M RAUM, 3 reps). IAPD ↗
$461.4M RAUM · 3 reps · 908-630-9237
Recruiting & transitionsM&A & valuation
63
HAYMARKET WEALTH MANAGEMENT LLC (MADISON, NJ) left the SEC roster (was $526.4M RAUM, 1 reps). IAPD ↗
$526.4M RAUM · 1 reps · 973-441-2110 · haymarketwealth.com
Recruiting & transitionsM&A & valuation
63
T.O.S. ADVISORS, LLC (HOUSTON, TX) left the SEC roster (was $272.3M RAUM, 3 reps). IAPD ↗
$272.3M RAUM · 3 reps · 713-376-3202 · tos-advisors.com
Recruiting & transitionsM&A & valuation
63
LEDGE WEALTH (SARTELL, MN) left the SEC roster (was $350.9M RAUM, 4 reps). IAPD ↗
$350.9M RAUM · 4 reps · 320-281-3203 · ledgewealth.com
Recruiting & transitionsM&A & valuation
63
SILVERHAWK ASSET MANAGEMENT, LLC (SCOTTSDALE, AZ) left the SEC roster (was $405.2M RAUM, 3 reps). IAPD ↗
$405.2M RAUM · 3 reps · 480-296-0200 · silverhawkfinancial.com
Recruiting & transitionsM&A & valuation
63
7 NORTH FINANCE (location n/a) left the SEC roster (was $250.0M RAUM, 3 reps). IAPD ↗
$250.0M RAUM · 3 reps · 646-583-4292
Recruiting & transitionsM&A & valuation
63
KEENEY FINANCIAL GROUP INC. (COLUMBIA, MD) left the SEC roster (was $385.6M RAUM, 6 reps). IAPD ↗
$385.6M RAUM · 6 reps · 410-730-7933
Recruiting & transitionsM&A & valuation
63
TAMARACK ADVISERS, LP (CARLSBAD, CA) left the SEC roster (was $317.0M RAUM, 3 reps). IAPD ↗
$317.0M RAUM · 3 reps · (760) 429-7254
Recruiting & transitionsM&A & valuation
63
HERITAGE WEALTH MANAGEMENT, LLC (PHOENIX, AZ) left the SEC roster (was $545.1M RAUM, 18 reps). IAPD ↗
$545.1M RAUM · 18 reps · 602-775-5400
Recruiting & transitionsM&A & valuation
63
ENGRAVE WEALTH PARTNERS, LLC (THE WOODLANDS, TX) left the SEC roster (was $664.4M RAUM, 7 reps). IAPD ↗
$664.4M RAUM · 7 reps · 281-616-5935
Recruiting & transitionsM&A & valuation
63
VALOR CAPITAL MANAGEMENT, LLC (WESTLAKE, OH) left the SEC roster (was $892.8M RAUM, 10 reps). IAPD ↗
$892.8M RAUM · 10 reps · (440) 872-6559
Recruiting & transitionsM&A & valuation
60
WATERSTONE INVESTMENT COUNSEL, LLC (CINCINNATI, OH) left the SEC roster (was $140.7M RAUM, 3 reps). IAPD ↗
$140.7M RAUM · 3 reps · 513-573-0440 · waterstoneinv.com
Recruiting & transitionsM&A & valuation
60
SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP (CLINTON, NJ) left the SEC roster (was $172.0M RAUM, 3 reps). IAPD ↗
$172.0M RAUM · 3 reps · 908-735-0448
Recruiting & transitionsM&A & valuation
60
AUTUMN WIND ASSET MANAGEMENT INC (RESTON, VA) left the SEC roster (was $141.6M RAUM, 1 reps). IAPD ↗
$141.6M RAUM · 1 reps · 703-757-3848 · autumnwind.com
Recruiting & transitionsM&A & valuation
60
FINANCIAL COUNCIL INC (TOWSON, MD) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗
$0 RAUM · 0 reps · 410-821-9200 · financialcouncil.com
Recruiting & transitionsM&A & valuation
60
STEVE ROBBINS, INC. (FLORISSANT, MO) left the SEC roster (was $90.2M RAUM, 1 reps). IAPD ↗
$90.2M RAUM · 1 reps · 314-839-4600
Recruiting & transitionsM&A & valuation
60
LUMIN FINANCIAL, LLC (SOUTHFIELD, MI) left the SEC roster (was $175.5M RAUM, 3 reps). IAPD ↗
$175.5M RAUM · 3 reps · 248-936-9480
Recruiting & transitionsM&A & valuation
60
MONACO CAPITAL MANAGEMENT, LLC (VIRGINIA BEACH, VA) left the SEC roster (was $171.9M RAUM, 2 reps). IAPD ↗
$171.9M RAUM · 2 reps · (757) 333-7676 · monacocapital.com
Recruiting & transitionsM&A & valuation
60
DB WEALTH MANAGEMENT GROUP, LLC (SAN DIEGO, CA) left the SEC roster (was $213.4M RAUM, 2 reps). IAPD ↗
$213.4M RAUM · 2 reps · 619.497.0404 · dbwmg.com
Recruiting & transitionsM&A & valuation
60
SYMPHONY FINANCIAL PLANNING LLC (DAVIS, CA) left the SEC roster (was $188.5M RAUM, 3 reps). IAPD ↗
$188.5M RAUM · 3 reps · 530-758-2885 · symphonyfinancialplanning.com
Recruiting & transitionsM&A & valuation
60
REGAL WEALTH GROUP INC. (SEAL BEACH, CA) left the SEC roster (was $190.9M RAUM, 3 reps). IAPD ↗
$190.9M RAUM · 3 reps · 562-799-1929
Recruiting & transitionsM&A & valuation
60
BLUE WATER CAPITAL MANAGEMENT, LLC (SYRACUSE, NY) left the SEC roster (was $150.2M RAUM, 3 reps). IAPD ↗
$150.2M RAUM · 3 reps · 315-438-8690
Recruiting & transitionsM&A & valuation
60
PARADIGM CONSULTING, INC. (UTICA, NY) left the SEC roster (was $168.5M RAUM, 4 reps). IAPD ↗
$168.5M RAUM · 4 reps · 315-797-8400 · paradigmci.com
Recruiting & transitionsM&A & valuation
60
WALDMAN FINANCIAL ADVISERS (location n/a) left the SEC roster (was $104.3M RAUM, 2 reps). IAPD ↗
$104.3M RAUM · 2 reps · 703-281-7100 · waldmanadvisers.com
Recruiting & transitionsM&A & valuation
60
RIVER GLEN WEALTH COUNSELORS (WEST DES MOINES, IA) left the SEC roster (was $241.9M RAUM, 3 reps). IAPD ↗
$241.9M RAUM · 3 reps · 515-422-9040 · riverglenwealth.com
Recruiting & transitionsM&A & valuation
60
THE PARKRIDGE GROUP (location n/a) left the SEC roster (was $186.9M RAUM, 1 reps). IAPD ↗
$186.9M RAUM · 1 reps · 412-561-3330 · parkridgegrp.com
Recruiting & transitionsM&A & valuation
60
CHARLES CARROLL FINANCIAL PARTNERS, LLC (NEEDHAM, MA) left the SEC roster (was $99.2M RAUM, 2 reps). IAPD ↗
$99.2M RAUM · 2 reps · 855-585-3600 · charlescarrollusa.com
Recruiting & transitionsM&A & valuation
60
PARKER ADVISORY GROUP, LLC (ST. GEORGE, UT) left the SEC roster (was $187.6M RAUM, 2 reps). IAPD ↗
$187.6M RAUM · 2 reps · 435-628-8773 · parkeradvisor.com
Recruiting & transitionsM&A & valuation
60
EMERGINGWEALTH INVESTMENT MANAGEMENT, INC. (PITTSBURGH, PA) left the SEC roster (was $22.2M RAUM, 1 reps). IAPD ↗
$22.2M RAUM · 1 reps · (412)-635-9210 · legend-financial.com
Recruiting & transitionsM&A & valuation
60
PARAGON OUTCOMES MANAGEMENT LLC (NEW YORK, NY) left the SEC roster (was $218.4M RAUM, 3 reps). IAPD ↗
$218.4M RAUM · 3 reps · 646-619-8700 · paragonoutcomes.com
Recruiting & transitionsM&A & valuation
60
HUNTINGTON MANAGEMENT, LLC (WARRENVILLE, IL) left the SEC roster (was $223.9M RAUM, 3 reps). IAPD ↗
$223.9M RAUM · 3 reps · 312-855-4460
Recruiting & transitionsM&A & valuation
60
IRONRIDGE WEALTH MANAGEMENT, LLC (ATLANTA, GA) left the SEC roster (was $100.3M RAUM, 4 reps). IAPD ↗
$100.3M RAUM · 4 reps · (770) 635-1925 · ironridgewealth.com
Recruiting & transitionsM&A & valuation
60
MALLARD FINANCIAL PARTNERS INC (NEWARK, DE) left the SEC roster (was $187.5M RAUM, 10 reps). IAPD ↗
$187.5M RAUM · 10 reps · 302-737-4546
Recruiting & transitionsM&A & valuation
60
WALL STREET MANAGEMENT CORPORATION (DARIEN, CT) left the SEC roster (was $0 RAUM, 4 reps). IAPD ↗
$0 RAUM · 4 reps · 646-568-4083
Recruiting & transitionsM&A & valuation
60
GRADVISOR (MIAMI, FL) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · (954) 770-5136 · gradvisor.com
Recruiting & transitionsM&A & valuation
60
TRUE WEALTH & COMPANY (OVERLAND PARK, KS) left the SEC roster (was $126.5M RAUM, 4 reps). IAPD ↗
$126.5M RAUM · 4 reps · 913-653-8783 · retirewithtrue.com
Recruiting & transitionsM&A & valuation
60
RICHVIEW ADVISORS (DAYTON, OH) left the SEC roster (was $66.6M RAUM, 2 reps). IAPD ↗
$66.6M RAUM · 2 reps · 937-294-7409 · richviewadvisors.com
Recruiting & transitionsM&A & valuation
60
MIAMI WEALTH MANAGEMENT ® (MIAMI, FL) left the SEC roster (was $158,407 RAUM, 1 reps). IAPD ↗
$158,407 RAUM · 1 reps · 305-350-2100 · miamiwealth.com
Recruiting & transitionsM&A & valuation
60
BRIDGEWAY WEALTH PARTNERS, LLC (NEW YORK, NY) left the SEC roster (was $146.7M RAUM, 9 reps). IAPD ↗
$146.7M RAUM · 9 reps · 212-729-7908 · bridgewaywealthpartners.com
Recruiting & transitionsM&A & valuation
60
AVENUE GLOBAL ADVISORS LLC (MIAMI, FL) left the SEC roster (was $7.8M RAUM, 1 reps). IAPD ↗
$7.8M RAUM · 1 reps · 786-220-7233
Recruiting & transitionsM&A & valuation
60
DIGIT ADVISORS, LLC (SAN FRANCISCO, CA) left the SEC roster (was $33.1M RAUM, 0 reps). IAPD ↗
$33.1M RAUM · 0 reps · 888-322-3103 · digit.co
Recruiting & transitionsM&A & valuation
60
JOHNSON WEALTH MANAGEMENT, LLC (PHOENIX, AZ) left the SEC roster (was $6.2M RAUM, 4 reps). IAPD ↗
$6.2M RAUM · 4 reps · 480-385-7399
Recruiting & transitionsM&A & valuation
60
TIFIN GROW LLC (BOULDER, CO) left the SEC roster (was $3.9M RAUM, 2 reps). IAPD ↗
$3.9M RAUM · 2 reps · 646-389-0402
Recruiting & transitionsM&A & valuation
60
RISE VEST INVESTMENTS, LLC (COLUMBIA, SC) left the SEC roster (was $10.0M RAUM, 1 reps). IAPD ↗
$10.0M RAUM · 1 reps · (224) 470-0277 · risevest.us
Recruiting & transitionsM&A & valuation
60
CHARLES LANE CAPITAL, LLC (NEW YORK, NY) left the SEC roster (was $33.5M RAUM, 2 reps). IAPD ↗
$33.5M RAUM · 2 reps · (646) 248-1620 · charleslanecap.com
Recruiting & transitionsM&A & valuation
60
ANOROC ADVISORS LLC (location n/a) left the SEC roster (was $826,478 RAUM, 1 reps). IAPD ↗
$826,478 RAUM · 1 reps · +91 877-981-3221
Recruiting & transitionsM&A & valuation
60
SUSTAINABLE LEADERS INVESTMENT MANAGEMENT, LLC (WHITE PLAINS, NY) left the SEC roster (was $79.9M RAUM, 2 reps). IAPD ↗
$79.9M RAUM · 2 reps · 617-784-9250 · sustainableleadersinvestmentmanagement.com
Recruiting & transitionsM&A & valuation
60
PECADO (JACKSON, WY) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 8882748703 · ashtreebv.com
Recruiting & transitionsM&A & valuation
60
ARCTIC CAPITAL ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $100.0M RAUM, 2 reps). IAPD ↗
$100.0M RAUM · 2 reps · 9179239649
Recruiting & transitionsM&A & valuation
60
STRATEGY CAP, LLC (BEND, OR) left the SEC roster — its 120-day provisional registration did not convert (was $48.1M RAUM, 2 reps). IAPD ↗
$48.1M RAUM · 2 reps · 541-585-3737 · strategycapllc.com
Recruiting & transitionsM&A & valuation
60
BRM INVESTMENT MANAGEMENT LLC (location n/a) left the SEC roster (was $132.9M RAUM, 3 reps). IAPD ↗
$132.9M RAUM · 3 reps · 5136555566 · brminvestment.com
Recruiting & transitionsM&A & valuation
60
GROW TODAY LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 352-552-6273 · growtoday.com
Recruiting & transitionsM&A & valuation
60
EXCELSIOR WEALTH MANAGEMENT LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $18.0M RAUM, 1 reps). IAPD ↗
$18.0M RAUM · 1 reps · 773-331-4692
Recruiting & transitionsM&A & valuation
60
BOULEVARD FAMILY WEALTH SERVICES, LLC (BEVERLY HILLS, CA) left the SEC roster — its 120-day provisional registration did not convert (was $2.5M RAUM, 5 reps). IAPD ↗
$2.5M RAUM · 5 reps · 877-556-5550 · boulevardfw.com
Recruiting & transitionsM&A & valuation
60
THE TRANEL GROUP, LLC (LIBERTYVILLE, IL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps). IAPD ↗
$0 RAUM · 3 reps · 847-680-9052 · thetranelgroup.com
Recruiting & transitionsM&A & valuation
60
YIELD GROWTH ADVISORS (SAN DIEGO, CA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 619-629-0072
Recruiting & transitionsM&A & valuation
60
GOSTKOWSKI INVESTMENT ADVISORS, LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 210-232-2815
Recruiting & transitionsM&A & valuation
55
FRANKLIN BSP LENDING ADVISER, L.L.C. (NEW YORK, NY) left the SEC roster (was $2.98B RAUM, 0 reps). IAPD ↗institutional
$2.98B RAUM · 0 reps · 212-588-6712 · benefitstreetpartners.com
Recruiting & transitionsM&A & valuation
55
EASTERLY FUNDS LLC (NEW YORK, NY) left the SEC roster (was $1.09B RAUM, 3 reps). IAPD ↗institutional
$1.09B RAUM · 3 reps · 646-201-4042
Recruiting & transitionsM&A & valuation
55
ACTIVUM SG GLOBAL ADVISORS LLC (EAST HAMPTON, NY) left the SEC roster (was $1.68B RAUM, 3 reps). IAPD ↗institutional
$1.68B RAUM · 3 reps · (212) 300-3103
Recruiting & transitionsM&A & valuation
53
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO, IL) left the SEC roster (was $301.7M RAUM, 26 reps). IAPD ↗institutional
$301.7M RAUM · 26 reps · 312-521-1000 · performancetrust.com
Recruiting & transitionsM&A & valuation
53
SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.** (HOUSTON, TX) left the SEC roster (was $829.2M RAUM, 5 reps). IAPD ↗institutional
$829.2M RAUM · 5 reps · 713-227-1100 · smithgraham.com
Recruiting & transitionsM&A & valuation
53
CAPRI CAPITAL PARTNERS, LLC (CHICAGO, IL) left the SEC roster (was $300.0M RAUM, 4 reps). IAPD ↗institutional
$300.0M RAUM · 4 reps · (312) 573-5300
Recruiting & transitionsM&A & valuation
53
CCG ASSET MANAGEMENT, LLC (JACKSON, MS) left the SEC roster (was $577.2M RAUM, 1 reps). IAPD ↗institutional
$577.2M RAUM · 1 reps · 769-257-5039
Recruiting & transitionsM&A & valuation
53
PYTHAGOREAN TRADING, LLC (STAMFORD, CT) left the SEC roster (was $673.3M RAUM, 2 reps). IAPD ↗institutional
$673.3M RAUM · 2 reps · 203-660-0566
Recruiting & transitionsM&A & valuation
50
AUSTIN ATLANTIC ASSET MANAGEMENT CO. (CORAL GABLES, FL) left the SEC roster (was $193.5M RAUM, 3 reps). IAPD ↗institutional
$193.5M RAUM · 3 reps · 800-327-6190 · austinatlantic.com
Recruiting & transitionsM&A & valuation
50
LYXOR ASSET MANAGEMENT LLC (NEW YORK, NY) left the SEC roster (was $27.92B RAUM, 4 reps). IAPD ↗fund
$27.92B RAUM · 4 reps · 212-205-4100
Recruiting & transitionsM&A & valuation
50
TCW-WLA JV VENTURE LLC (LOS ANGELES, CA) left the SEC roster (was $1.0M RAUM, 0 reps). IAPD ↗institutional
$1.0M RAUM · 0 reps · 310-235-5900
Recruiting & transitionsM&A & valuation
50
GREENLIGHT CAPITAL, INC (NEW YORK, NY) left the SEC roster (was $1.42B RAUM, 11 reps). IAPD ↗fund
$1.42B RAUM · 11 reps · 212-973-1900 · greenlightcapital.com
Recruiting & transitionsM&A & valuation
50
PRINCIPAL ENTERPRISE CAPITAL, LLC (DES MOINES, IA) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗institutional
$0 RAUM · 0 reps · 1-800-533-1390 · principalam.com
Recruiting & transitionsM&A & valuation
50
ECHO STREET CAPITAL MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $12.16B RAUM, 15 reps). IAPD ↗fund
$12.16B RAUM · 15 reps · 212-751-2424
Recruiting & transitionsM&A & valuation
50
LYRICAL-ANTHEUS MANAGEMENT, L.P. (ENGLEWOOD, NJ) left the SEC roster (was $2.33B RAUM, 14 reps). IAPD ↗fund
$2.33B RAUM · 14 reps · 201-541-8003 · antheuscapital.com
Recruiting & transitionsM&A & valuation
50
CAPITAL PARTNERS HOLDINGS, INC. (NORWALK, CT) left the SEC roster (was $1.16B RAUM, 21 reps). IAPD ↗fund
$1.16B RAUM · 21 reps · 203-625-0770 · heartwoodpartners.com
Recruiting & transitionsM&A & valuation
50
WHI REAL ESTATE PARTNERS L.P. (CHICAGO, IL) left the SEC roster (was $1.01B RAUM, 17 reps). IAPD ↗fund
$1.01B RAUM · 17 reps · 312-604-7910 · whirep.com
Recruiting & transitionsM&A & valuation
50
CHALDON ASSOCIATES LLC (location n/a) left the SEC roster (was $0 RAUM, 3 reps). IAPD ↗institutional
$0 RAUM · 3 reps · 212-6638265 · chaldonassociates.com
Recruiting & transitionsM&A & valuation
50
SKYROCK INVESTMENT MANAGEMENT LLC (location n/a) left the SEC roster (was $26.1M RAUM, 1 reps). IAPD ↗institutional
$26.1M RAUM · 1 reps · (919) 381-7845 · skyrockim.com
Recruiting & transitionsM&A & valuation
50
BROOKFIELD BHS ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $3.43B RAUM, 38 reps). IAPD ↗fund
$3.43B RAUM · 38 reps · 212-549-8311
Recruiting & transitionsM&A & valuation
50
GID INVESTMENT ADVISERS LLC (ATLANTA, GA) left the SEC roster (was $3.49B RAUM, 78 reps). IAPD ↗fund
$3.49B RAUM · 78 reps · 833-259-7511 · gid.com
Recruiting & transitionsM&A & valuation
50
JCAP (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗institutional
$0 RAUM · 1 reps · 650-600-1000
Recruiting & transitionsM&A & valuation
50
1 ROUNDTABLE PARTNERS LLC (GREENWICH, CT) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 9 reps). IAPD ↗institutional
$0 RAUM · 9 reps · (917)648-5689
Recruiting & transitionsM&A & valuation
50
BREAKOUT FUNDS LLC (CHICAGO, IL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps). IAPD ↗institutional
$0 RAUM · 3 reps · (312) 465-2694 · breakoutfunds.com
Recruiting & transitionsM&A & valuation
50
ZENITHAL CAPITAL LLC (BELLEVUE, WA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗institutional
$0 RAUM · 2 reps · 203-296-3626
Recruiting & transitionsM&A & valuation
48
IMPERIAL CAPITAL ASSET MANAGEMENT LLC (PALM BEACH GARDENS, FL) left the SEC roster (was $393.7M RAUM, 6 reps). IAPD ↗fund
$393.7M RAUM · 6 reps · 310-246-3793
Recruiting & transitionsM&A & valuation
48
CHANOS & COMPANY L.P. (NEW YORK, NY) left the SEC roster (was $327.4M RAUM, 15 reps). IAPD ↗fund
$327.4M RAUM · 15 reps · 212-649-0200
Recruiting & transitionsM&A & valuation
48
MOUNT KELLETT CAPITAL MANAGEMENT LP (NEW YORK, NY) left the SEC roster (was $350.7M RAUM, 1 reps). IAPD ↗fund
$350.7M RAUM · 1 reps · 212-798-6100
Recruiting & transitionsM&A & valuation
48
US RENEWABLES GROUP (SANTA MONICA, CA) left the SEC roster (was $304.5M RAUM, 2 reps). IAPD ↗fund
$304.5M RAUM · 2 reps · 310-586-3900
Recruiting & transitionsM&A & valuation
48
FORMATION CAPITAL (ATLANTA, GA) left the SEC roster (was $496.4M RAUM, 12 reps). IAPD ↗fund
$496.4M RAUM · 12 reps · 770-754-9660
Recruiting & transitionsM&A & valuation
48
SIRIUS PARTNERS, L.P. (CHICAGO, IL) left the SEC roster (was $276.5M RAUM, 3 reps). IAPD ↗fund
$276.5M RAUM · 3 reps · 312-443-5240 · siriuspartnerslp.com
Recruiting & transitionsM&A & valuation
48
DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP (SALT LAKE CITY, UT) left the SEC roster (was $447.9M RAUM, 2 reps). IAPD ↗fund
$447.9M RAUM · 2 reps · (801) 961-1139
Recruiting & transitionsM&A & valuation
48
LAVIEN ADVISORS, LLC (JEFFERSONVILLE, NY) left the SEC roster (was $270.8M RAUM, 1 reps). IAPD ↗fund
$270.8M RAUM · 1 reps · 212-418-1700 · laviengroup.com
Recruiting & transitionsM&A & valuation
48
UPPER BAY INFRASTRUCTURE MANAGEMENT, LP (location n/a) left the SEC roster (was $309.2M RAUM, 3 reps). IAPD ↗fund
$309.2M RAUM · 3 reps · 212-655-8800
Recruiting & transitionsM&A & valuation
48
AKARIS GLOBAL PARTNERS, LP (NEW YORK, NY) left the SEC roster (was $478.9M RAUM, 4 reps). IAPD ↗fund
$478.9M RAUM · 4 reps · 212-390-9500 · akarisglobal.com
Recruiting & transitionsM&A & valuation
48
CAAS CAPITAL MANAGEMENT LP (NEW YORK, NY) left the SEC roster (was $971.0M RAUM, 8 reps). IAPD ↗fund
$971.0M RAUM · 8 reps · (212) 518-8501 · caascap.com
Recruiting & transitionsM&A & valuation
48
VETAMER CAPITAL MANAGEMENT, L.P. (SAN FRANCISCO, CA) left the SEC roster (was $327.5M RAUM, 6 reps). IAPD ↗fund
$327.5M RAUM · 6 reps · 415-888-5130
Recruiting & transitionsM&A & valuation
45
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C. (MILWAUKEE, WI) left the SEC roster (was $2.0M RAUM, 3 reps). IAPD ↗fund
$2.0M RAUM · 3 reps · 414-765-3500 · rwbaird.com
Recruiting & transitionsM&A & valuation
45
OMNIQUEST CAPITAL, LLC (LOS ANGELES, CA) left the SEC roster (was $101.8M RAUM, 1 reps). IAPD ↗fund
$101.8M RAUM · 1 reps · 310-801-2408 · omniquestcapital.com
Recruiting & transitionsM&A & valuation
45
MSREF V, L.L.C. (NEW YORK, NY) left the SEC roster (was $57.5M RAUM, 171 reps). IAPD ↗fund
$57.5M RAUM · 171 reps · 212-761-7160 · morganstanley.com
Recruiting & transitionsM&A & valuation
45
SCOTT'S COVE MANAGEMENT LLC (NEW YORK, NY) left the SEC roster (was $25.6M RAUM, 2 reps). IAPD ↗fund
$25.6M RAUM · 2 reps · 212-899-3570
Recruiting & transitionsM&A & valuation
45
SABBY MANAGEMENT, LLC (SPICEWOOD, TX) left the SEC roster (was $223.5M RAUM, 2 reps). IAPD ↗fund
$223.5M RAUM · 2 reps · 646 307 4500
Recruiting & transitionsM&A & valuation
45
TCW SPECIAL SITUATIONS, LLC (LOS ANGELES, CA) left the SEC roster (was $21.6M RAUM, 12 reps). IAPD ↗fund
$21.6M RAUM · 12 reps · 213-244-0000 · tcw.com
Recruiting & transitionsM&A & valuation
45
ONE THOUSAND & ONE VOICES MANAGEMENT, LLC (GREENWOOD VILLAGE, CO) left the SEC roster (was $158.3M RAUM, 4 reps). IAPD ↗fund
$158.3M RAUM · 4 reps · 720-407-8220 · 1k1v.com
Recruiting & transitionsM&A & valuation
45
DEEP FIELD ASSET MANAGEMENT, LLC (BEVERLY HILLS, CA) left the SEC roster (was $154.3M RAUM, 2 reps). IAPD ↗fund
$154.3M RAUM · 2 reps · 310-456-1000 · deepfieldam.com
Recruiting & transitionsM&A & valuation
45
GRIFFIN ASSET MANAGEMENT LLC (location n/a) left the SEC roster (was $105.8M RAUM, 3 reps). IAPD ↗fund
$105.8M RAUM · 3 reps · 312-952-0685 · hedgeact.com
Recruiting & transitionsM&A & valuation
45
PAVADI CAPITAL (NEW YORK, NY) left the SEC roster (was $111.0M RAUM, 2 reps). IAPD ↗fund
$111.0M RAUM · 2 reps · 212-632-5410 · pavadi.com
Recruiting & transitionsM&A & valuation
45
NAVY CAPITAL GREEN MANAGEMENT, LLC (location n/a) left the SEC roster (was $153.9M RAUM, 5 reps). IAPD ↗fund
$153.9M RAUM · 5 reps · 646-916-4870
Recruiting & transitionsM&A & valuation
45
HILCO INVESTMENT ADVISORS, LLC (NORTHBROOK, IL) left the SEC roster (was $143.0M RAUM, 18 reps). IAPD ↗fund
$143.0M RAUM · 18 reps · 847-509-1100
Recruiting & transitionsM&A & valuation
45
NAVIGATOR ASSET MANAGEMENT LLC (PHILADELPHIA, PA) left the SEC roster (was $13.1M RAUM, 6 reps). IAPD ↗fund
$13.1M RAUM · 6 reps · 1-800-766-2264
Recruiting & transitionsM&A & valuation
45
MACELLUM ADVISORS, LP (NEW YORK, NY) left the SEC roster (was $189.1M RAUM, 4 reps). IAPD ↗fund
$189.1M RAUM · 4 reps · 212-956-3008 · macellumcapitalmanagement.com
Recruiting & transitionsM&A & valuation
45
XTELLUS ADVISORS LLC (COCONUT GROVE, FL) left the SEC roster (was $43.5M RAUM, 3 reps). IAPD ↗fund
$43.5M RAUM · 3 reps · 203-900-2221
Recruiting & transitionsM&A & valuation
45
MOTIVATE CAPITAL MANAGEMENT, LLC (CHICAGO, IL) left the SEC roster (was $183.4M RAUM, 4 reps). IAPD ↗fund
$183.4M RAUM · 4 reps · 312-857-8380
Recruiting & transitionsM&A & valuation
45
ALL BLUE LABS (SAN FRANCISCO, CA) left the SEC roster (was $4.3M RAUM, 1 reps). IAPD ↗fund
$4.3M RAUM · 1 reps · (707) 652-9959 · allbluelabs.com
Recruiting & transitionsM&A & valuation
45
CAMARGO ADVISERS, LLC (BEVERLY SHORES, IN) left the SEC roster (was $120.0M RAUM, 3 reps). IAPD ↗fund
$120.0M RAUM · 3 reps · (219) 250-2633 · camargogrp.com
Recruiting & transitionsM&A & valuation
35
PILLAR CAPITAL MANAGEMENT LIMITED (HAMILTON, Bermuda) left the SEC roster (was $3.17B RAUM, 9 reps). IAPD ↗foreign
$3.17B RAUM · 9 reps · 441 278-8560 · pillar-capital.com
Recruiting & transitionsM&A & valuation
35
VELT PARTNERS INVESTIMENTOS LTDA. (SAO PAULO, Brazil) left the SEC roster (was $1.17B RAUM, 13 reps). IAPD ↗foreign
$1.17B RAUM · 13 reps · 55 11 4560-6800 · velt.com
Recruiting & transitionsM&A & valuation
33
TOWER HOUSE PARTNERS LLP (LONDON, United Kingdom) left the SEC roster (was $493.4M RAUM, 7 reps). IAPD ↗foreign
$493.4M RAUM · 7 reps · (44) 203 405 5485 · towerhousepartners.com
Recruiting & transitionsM&A & valuation
30
QUANTA FINANCE SA (GENEVA, Switzerland) left the SEC roster (was $19.0M RAUM, 2 reps). IAPD ↗foreign
$19.0M RAUM · 2 reps · 41 22 321 42 40 · quantafin.com
Recruiting & transitionsM&A & valuation
30
BOSSLIFE (TORONTO, Canada) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗foreign
$0 RAUM · 1 reps · 647-490-2677
Recruiting & transitionsM&A & valuation
disclosure added — 137 Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
55
RAYMOND JAMES & ASSOCIATES, INC.'s Item 11 disclosure-reporting entries rose by 6 (161 -> 167). IAPD ↗
$350.04B RAUM · 5254 reps · 727-567-1000
ComplianceMarketing & brand
55
LINCOLN FINANCIAL SECURITIES CORPORATION's Item 11 disclosure-reporting entries rose by 1 (7 -> 8). IAPD ↗
$4.48B RAUM · 337 reps · 800-237-3813
ComplianceMarketing & brand
55
HORNOR, TOWNSEND & KENT, LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$6.86B RAUM · 417 reps · 215-957-7300 · htk.com
ComplianceMarketing & brand
55
WILSHIRE's Item 11 disclosure-reporting entries rose by 2 (3 -> 5). IAPD ↗
$94.87B RAUM · 93 reps · 310-451-3051
ComplianceMarketing & brand
55
UBS FINANCIAL SERVICES INC.'s Item 11 disclosure-reporting entries rose by 3 (1088 -> 1091). IAPD ↗
$702.39B RAUM · 9213 reps · 201-352-3000
ComplianceMarketing & brand
55
U.S. BANCORP INVESTMENTS, INC.'s Item 11 disclosure-reporting entries rose by 3 (10 -> 13). IAPD ↗
$15.87B RAUM · 951 reps · 800-888-4700 · usbank.com
ComplianceMarketing & brand
55
CUSO FINANCIAL SERVICES's Item 11 disclosure-reporting entries rose by 2 (10 -> 12). IAPD ↗
$4.66B RAUM · 571 reps · 800-686-4724
ComplianceMarketing & brand
55
NEXT FINANCIAL GROUP, INC.'s Item 11 disclosure-reporting entries rose by 5 (29 -> 34). IAPD ↗
$3.52B RAUM · 358 reps · 877-876-6398 · nextfinancial.com
ComplianceMarketing & brand
55
DWS INVESTMENT MANAGEMENT AMERICAS, INC.'s Item 11 disclosure-reporting entries rose by 3 (97 -> 100). IAPD ↗
$173.04B RAUM · 206 reps · 212-454-4500
ComplianceMarketing & brand
55
ANCHOR CAPITAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$2.61B RAUM · 14 reps · 617-338-3800 · anchorcapital.com
ComplianceMarketing & brand
55
OPPENHEIMER ASSET MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (8 -> 10). IAPD ↗
$18.77B RAUM · 127 reps · 212-668-8000 · oppenheimer.com
ComplianceMarketing & brand
55
CETERA INVESTMENT ADVISERS LLC's Item 11 disclosure-reporting entries rose by 12 (26 -> 38). IAPD ↗
$104.47B RAUM · 5928 reps · 310-257-7880
ComplianceMarketing & brand
55
GRANTHAM MAYO VAN OTTERLOO & CO LLC's Item 11 disclosure-reporting entries rose by 2 (1 -> 3). IAPD ↗
$63.39B RAUM · 98 reps · 617-330-7500 · gmo.com
ComplianceMarketing & brand
55
UBS ASSET MANAGEMENT (AMERICAS) INC.'s Item 11 disclosure-reporting entries rose by 5 (57 -> 62). IAPD ↗
$367.88B RAUM · 216 reps · 212-821-3000 · ubs.com
ComplianceMarketing & brand
55
MACKAY SHIELDS LLC's Item 11 disclosure-reporting entries rose by 1 (19 -> 20). IAPD ↗
$139.12B RAUM · 79 reps · 212-758-5400 · newyorklifeinvestments.com
ComplianceMarketing & brand
55
NEW YORK LIFE INVESTMENT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (18 -> 19). IAPD ↗
$99.29B RAUM · 14 reps · 888-474-7725 · reddit.com
ComplianceMarketing & brand
55
RREEF AMERICA L.L.C.'s Item 11 disclosure-reporting entries rose by 3 (97 -> 100). IAPD ↗
$31.83B RAUM · 138 reps · 312-537-7000
ComplianceMarketing & brand
55
CIBC PRIVATE WEALTH ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (5 -> 8). IAPD ↗
$57.31B RAUM · 204 reps · 312-368-7700
ComplianceMarketing & brand
55
DELTA ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
$1.38B RAUM · 6 reps · 901-767-4791 · deltaasset.com
ComplianceMarketing & brand
55
WAVERLY ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$10.06B RAUM · 84 reps · 205-871-3334 · waassett.com
ComplianceMarketing & brand
55
SCF INVESTMENT ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (4 -> 7). IAPD ↗
$2.55B RAUM · 135 reps · 800-955-2517
ComplianceMarketing & brand
55
ANDERSEN's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$4.96B RAUM · 46 reps · 571-382-0020 · andersen.com
ComplianceMarketing & brand
55
REGAL INVESTMENT ADVISORS LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6). IAPD ↗
$2.55B RAUM · 117 reps · 616-224-2204 · regal-lionshare.com
ComplianceMarketing & brand
55
AVIDIAN WEALTH SOLUTIONS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$3.11B RAUM · 30 reps · 281-822-8800 · retirementsurvivalguide.com
ComplianceMarketing & brand
55
ABACUS WEALTH PARTNERS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$3.14B RAUM · 36 reps · 888-422-2287 · abacuswealth.com
ComplianceMarketing & brand
55
GWN SECURITIES INC.'s Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$3.08B RAUM · 455 reps · 561-472-2700
ComplianceMarketing & brand
55
UBS HEDGE FUND SOLUTIONS's Item 11 disclosure-reporting entries rose by 6 (63 -> 69). IAPD ↗
$39.19B RAUM · 73 reps · 203-719-1428 · ubs.com
ComplianceMarketing & brand
55
KEY INVESTMENT SERVICES LLC's Item 11 disclosure-reporting entries rose by 3 (5 -> 8). IAPD ↗
$4.19B RAUM · 350 reps · (888) 547-2968 · key.com
ComplianceMarketing & brand
55
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6). IAPD ↗
$208.75B RAUM · 182 reps · 310-576-1270
ComplianceMarketing & brand
55
EXECUTIVE WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$1.44B RAUM · 29 reps · 810-229-6446 · ewmadvisors.com
ComplianceMarketing & brand
55
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 3 (48 -> 51). IAPD ↗
$1.69B RAUM · 118 reps · 407-254-1500
ComplianceMarketing & brand
55
INDEXIQ ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (17 -> 18). IAPD ↗
$10.44B RAUM · 6 reps · (888) 474-7725 · newyorklifeinvestments.com
ComplianceMarketing & brand
55
HIGHTOWER ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 2 (2 -> 4). IAPD ↗
$130.24B RAUM · 792 reps · 312-962-3800 · clearperspectiveadvisors.com
ComplianceMarketing & brand
55
NEW FRONTIER ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$3.74B RAUM · 5 reps · (617) 482-1433 · frontieradvisor.com
ComplianceMarketing & brand
55
MERIDIAN WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$2.91B RAUM · 29 reps · 859-543-4516
ComplianceMarketing & brand
55
WINDROSE ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$2.50B RAUM · 8 reps · (617) 421-1750
ComplianceMarketing & brand
55
ALIGHT FINANCIAL ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗
$32.13B RAUM · 50 reps · 866-560-7256 · alightfinancialadvisors.com
ComplianceMarketing & brand
55
ADVISOR RESOURCE COUNCIL's Item 11 disclosure-reporting entries rose by 2 (1 -> 3). IAPD ↗
$2.45B RAUM · 91 reps · (972) 421-1360
ComplianceMarketing & brand
55
FOURSTAR WEALTH ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
ComplianceMarketing & brand
55
COMPOUND PLANNING's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · thomasadvisoryservices.com
ComplianceMarketing & brand
55
GOOD LIFE ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$2.90B RAUM · 100 reps · 610-898-6927 · templeton-cornerstonecolumbia.com
ComplianceMarketing & brand
55
SPIDERROCK ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$4.85B RAUM · 10 reps · (312) 847-0300 · spiderrockadvisors.com
ComplianceMarketing & brand
55
PENSIONMARK FINANCIAL GROUP, LLC's Item 11 disclosure-reporting entries rose by 6 (2 -> 8). IAPD ↗
$37.76B RAUM · 166 reps · 888-201-5488
ComplianceMarketing & brand
55
AE WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 4 (52 -> 56). IAPD ↗
$27.08B RAUM · 449 reps · 866-363-9595 · joinaewealth.com
ComplianceMarketing & brand
55
SAGESPRING WEALTH PARTNERS's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$5.50B RAUM · 98 reps · 615-861-6100 · sagespring.com
ComplianceMarketing & brand
55
CANOPY WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$1.28B RAUM · 11 reps · 608-662-9018
ComplianceMarketing & brand
55
BISON ADVISORS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$1.16B RAUM · 33 reps · (706) 376 - 4882 · thehollowaypartnership.com
ComplianceMarketing & brand
55
IEQ CAPITAL, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
ComplianceMarketing & brand
55
APOGEM CAPITAL LLC's Item 11 disclosure-reporting entries rose by 1 (18 -> 19). IAPD ↗
$41.79B RAUM · 116 reps · (212) 601-3600 · apogemcapital.com
ComplianceMarketing & brand
55
GROVE POINT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 8 (3 -> 11). IAPD ↗
$2.36B RAUM · 322 reps · 301-944-5900
ComplianceMarketing & brand
55
ATOMIC INVEST LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$1.53B RAUM · 19 reps · 212-419-5036 · atomicvest.com
ComplianceMarketing & brand
55
AMERITAS ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 4 (20 -> 24). IAPD ↗
$10.29B RAUM · 470 reps · 800-335-9858 · ameritas.com
ComplianceMarketing & brand
55
GRANT TANI BARASH & ALTMAN, LLC's Item 11 disclosure-reporting entries rose by 3 (1 -> 4). IAPD ↗
$1.71B RAUM · 7 reps · 310-288-6267
ComplianceMarketing & brand
53
BRUCE & CO INC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$473.9M RAUM · 1 reps · 312-236-9160
ComplianceMarketing & brand
53
HARVEY INVESTMENT COMPANY, LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
$913.3M RAUM · 4 reps · 502-339-8270 · harveyinvestment.com
ComplianceMarketing & brand
53
DUNCKER STREETT & CO.'s Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
$599.6M RAUM · 3 reps · 314-726-2600 · dunckerstreett.com
ComplianceMarketing & brand
53
FAITHWARD ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗
$741.0M RAUM · 13 reps · 717-560-8300
ComplianceMarketing & brand
53
SECURE ASSET MANAGEMENT, L.L.C.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$599.6M RAUM · 41 reps · 248-414-1562 · secureinvestorsgroup.com
ComplianceMarketing & brand
53
AXIOM ASSET MANAGEMENT's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
$728.1M RAUM · 5 reps · 610-688-0050 · axiomasset.com
ComplianceMarketing & brand
53
AVIANCE CAPITAL PARTNERS LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$632.3M RAUM · 6 reps · 239-598-4747
ComplianceMarketing & brand
53
UNITED ADVISORS AMERICA's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$260.2M RAUM · 26 reps · 877-443-0610
ComplianceMarketing & brand
53
BUTTONWOOD FINANCIAL GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$625.5M RAUM · 8 reps · 816-285-9000
ComplianceMarketing & brand
53
BLUESTONE CAPITAL MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6). IAPD ↗
$281.0M RAUM · 4 reps · 610-337-6500 · bluestonecm.com
ComplianceMarketing & brand
53
CCV LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
$962.5M RAUM · 14 reps · 646-661-7677 · cadre.com
ComplianceMarketing & brand
53
VISTA INVESTMENT PARTNERS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$474.5M RAUM · 4 reps · 405-608-5390 · vistainvestment.com
ComplianceMarketing & brand
53
FAITHWARD CAPITAL's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$631.2M RAUM · 4 reps · (844) 970-4055 · sevenonesevencapital.com
ComplianceMarketing & brand
50
USAA INVESTMENT SERVICES COMPANY's Item 11 disclosure-reporting entries rose by 2 (1 -> 3). IAPD ↗
$0 RAUM · 109 reps · 210-456-4218 · snapchat.com
ComplianceMarketing & brand
50
LIFEMARK SECURITIES CORP.'s Item 11 disclosure-reporting entries rose by 9 (3 -> 12). IAPD ↗
$246.1M RAUM · 86 reps · 585-424-5672 · lifemark.com
ComplianceMarketing & brand
50
WESTPARK CAPITAL, INC.'s Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$30.0M RAUM · 11 reps · 310-843-9300 · diligentfinancialgroup.com
ComplianceMarketing & brand
50
THE PUTNEY FINANCIAL GROUP LLC's Item 11 disclosure-reporting entries rose by 1 (4 -> 5). IAPD ↗
$177.1M RAUM · 4 reps · 415-460-1990 · putneyfinancial.com
ComplianceMarketing & brand
50
BOSTON ASSET MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$103.7M RAUM · 3 reps · 727-894-6520 · bostonassetmanagement.com
ComplianceMarketing & brand
50
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 3 (12 -> 15). IAPD ↗
$167.6M RAUM · 2 reps · 904-296-2025 · gunncoim.com
ComplianceMarketing & brand
50
EQUITAS CAPITAL ADVISORS,LLC's Item 11 disclosure-reporting entries rose by 1 (4 -> 5). IAPD ↗
$217.1M RAUM · 5 reps · 504-569-9600
ComplianceMarketing & brand
50
SUMMIT PLANNING GROUP, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$104.0M RAUM · 1 reps · 315-425-0344 · summitplan.com
ComplianceMarketing & brand
50
CAPITAL GROWTH & SHELTER, INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$33.3M RAUM · 1 reps · 518-399-3372 · capitalgrowthonline.com
ComplianceMarketing & brand
50
DRAWBRIDGE CAPITAL's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$162.3M RAUM · 9 reps · 918-493-4190 · drawbridge.capital
ComplianceMarketing & brand
50
MACROCLIMATE LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$168.3M RAUM · 2 reps · 415-723-9695
ComplianceMarketing & brand
50
GEASPHERE ADVISORS's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$168.1M RAUM · 2 reps · 401-351-4900
ComplianceMarketing & brand
50
GRADIENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 5 (16 -> 21). IAPD ↗
$207.1M RAUM · 152 reps · 877-885-0508 · thefinancialhq.com
ComplianceMarketing & brand
50
SCHWAB WEALTH ADVISORY, INC.'s Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$0 RAUM · 898 reps · 415-667-7000
ComplianceMarketing & brand
50
M1 FINANCE's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$0 RAUM · 0 reps · 312-600-2883 · m1.com
ComplianceMarketing & brand
50
KEENAN FINANCIAL's Item 11 disclosure-reporting entries rose by 2 (2 -> 4). IAPD ↗
$102.7M RAUM · 14 reps · (978) 270-1193
ComplianceMarketing & brand
50
INFINITY FINANCIAL SERVICES ADVISORY's Item 11 disclosure-reporting entries rose by 3 (13 -> 16). IAPD ↗
$145.0M RAUM · 37 reps · 510-588-8000 · infinitysecurities.com
ComplianceMarketing & brand
50
FREEDOM FAMILY OFFICE, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$140.0M RAUM · 5 reps · (855) 540-0400 · freedomfamilyoffice.com
ComplianceMarketing & brand
50
B. RILEY WEALTH PORTFOLIO ADVISERS, LLC's Item 11 disclosure-reporting entries rose by 2 (3 -> 5). IAPD ↗
$186.1M RAUM · 1 reps · 901-251-1330
ComplianceMarketing & brand
50
BLUEPRINT FINANCIAL ADVISORS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
ComplianceMarketing & brand
50
SPARTA WEALTH PARTNERS's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$219.5M RAUM · 3 reps · 704-575-1148
ComplianceMarketing & brand
50
FG ADVISORY SERVICES, LLC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$0 RAUM · 0 reps · 646-609-2225 EXT. 6
ComplianceMarketing & brand
45
THE VARIABLE ANNUITY LIFE INSURANCE COMPANY's Item 11 disclosure-reporting entries rose by 11 (31 -> 42). IAPD ↗institutional
$31.71B RAUM · 6 reps · 713-522-1111 · corebridgefinancial.com
ComplianceMarketing & brand
45
VAN ECK ASSOCIATES CORP.'s Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗institutional
$70.40B RAUM · 41 reps · 212-293-2000 · soundcloud.com
ComplianceMarketing & brand
45
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗institutional
$18.11B RAUM · 24 reps · 212-224-1900
ComplianceMarketing & brand
45
AST INVESTMENT SERVICES, INC.'s Item 11 disclosure-reporting entries rose by 26 (4 -> 30). IAPD ↗institutional
$105.94B RAUM · 14 reps · 973-802-9908
ComplianceMarketing & brand
45
SAMSUNG ASSET MANAGEMENT (NEW YORK), INC.'s Item 11 disclosure-reporting entries rose by 4 (24 -> 28). IAPD ↗institutional
$6.22B RAUM · 8 reps · 212-421-6800
ComplianceMarketing & brand
45
DBX ADVISORS LLC's Item 11 disclosure-reporting entries rose by 3 (97 -> 100). IAPD ↗institutional
$20.04B RAUM · 11 reps · 212-454-4500
ComplianceMarketing & brand
45
ARGO INFRASTRUCTURE PARTNERS LP's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
$6.43B RAUM · 15 reps · 212-521-5096 · argoip.com
ComplianceMarketing & brand
45
M&G INVESTMENTS (USA) INC.'s Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗institutional
$14.81B RAUM · 19 reps · 312-952-9464 · mandg.com
ComplianceMarketing & brand
45
UBS ASSET MANAGERS OF PUERTO RICO's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
$1.81B RAUM · 8 reps · 787-773-3888 · ubs.com
ComplianceMarketing & brand
43
MUTUAL OF AMERICA LIFE INSURANCE COMPANY's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗institutional
$818.7M RAUM · 2 reps · (212) 224-1600 · mutualofamerica.com
ComplianceMarketing & brand
43
BOW RIVER ADVISERS, LLC's Item 11 disclosure-reporting entries rose by 18 (0 -> 18). IAPD ↗institutional
$461.1M RAUM · 4 reps · (303) 861-8466 · bowriverevergreen.com
ComplianceMarketing & brand
40
DEUTSCHE BANK SECURITIES INC.'s Item 11 disclosure-reporting entries rose by 5 (655 -> 660). IAPD ↗institutional
$0 RAUM · 149 reps · 212-250-2500 · dbresearch.com
ComplianceMarketing & brand
40
MMA SECURITIES LLC's Item 11 disclosure-reporting entries rose by 1 (5 -> 6). IAPD ↗institutional
$0 RAUM · 87 reps · 212-345-5000 · mmaprosperwise.com
ComplianceMarketing & brand
40
QUAN VEST CONSULTANTS INC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
$0 RAUM · 6 reps · 516-365-4619
ComplianceMarketing & brand
40
UBS FARMLAND INVESTORS LLC's Item 11 disclosure-reporting entries rose by 6 (93 -> 99). IAPD ↗institutional
$0 RAUM · 7 reps · 860-616-9200 · ubs.com
ComplianceMarketing & brand
40
UBS REALTY INVESTORS LLC's Item 11 disclosure-reporting entries rose by 6 (94 -> 100). IAPD ↗fund
$2.73B RAUM · 27 reps · 860-616-9000 · ubs.com
ComplianceMarketing & brand
40
UBS OCONNOR LLC's Item 11 disclosure-reporting entries rose by 6 (58 -> 64). IAPD ↗fund
$13.77B RAUM · 58 reps · 312-525-6000 · ubs.com
ComplianceMarketing & brand
40
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC's Item 11 disclosure-reporting entries rose by 7 (4 -> 11). IAPD ↗fund
$9.47B RAUM · 85 reps · 617-747-1600 · manulifeim.com
ComplianceMarketing & brand
40
VAN ECK ABSOLUTE RETURN ADVISERS CORP.'s Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗fund
$1.66B RAUM · 30 reps · 212-293-2000
ComplianceMarketing & brand
40
STONE POINT CAPITAL LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗fund
$48.45B RAUM · 97 reps · 203-862-2900 · stonepointcapital.com
ComplianceMarketing & brand
40
HG VORA CAPITAL MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗fund
$9.25B RAUM · 14 reps · 212-707-4300 · hgvoracapital.com
ComplianceMarketing & brand
40
NYL INVESTORS LLC's Item 11 disclosure-reporting entries rose by 1 (21 -> 22). IAPD ↗fund
$300.90B RAUM · 190 reps · 212-576-7000 · newyorklifeinvestments.com
ComplianceMarketing & brand
40
GPB CAPITAL HOLDINGS, LLC's Item 11 disclosure-reporting entries rose by 5 (12 -> 17). IAPD ↗fund
$1.15B RAUM · 4 reps · 212.235.2650
ComplianceMarketing & brand
40
SCHONFELD STRATEGIC ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$89.72B RAUM · 376 reps · 1 786 772 5102 · schonfeld.com
ComplianceMarketing & brand
40
ROSECLIFF VENTURE MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗fund
$1.28B RAUM · 11 reps · (212) 492-3000
ComplianceMarketing & brand
40
MADISON AVENUE SOLUTIONS, LLC's Item 11 disclosure-reporting entries rose by 3 (1 -> 4). IAPD ↗fund
$1.29B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com
ComplianceMarketing & brand
40
STONE POINT CREDIT ADVISER LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗fund
$6.14B RAUM · 37 reps · 203-862-2900 · stonepoint.com
ComplianceMarketing & brand
40
EISLER CAPITAL (US) LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
ComplianceMarketing & brand
40
KEYBANC CAPITAL MARKETS RESEARCH, LLC's Item 11 disclosure-reporting entries rose by 3 (7 -> 10). IAPD ↗institutional
$0 RAUM · 74 reps · 216-689-3873 · key.com
ComplianceMarketing & brand
40
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC's Item 11 disclosure-reporting entries rose by 2 (4 -> 6). IAPD ↗institutional
$84.0M RAUM · 2 reps · 414-765-3500 · rwbaird.com
ComplianceMarketing & brand
38
WAYZATA INVESTMENT PARTNERS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$376.0M RAUM · 5 reps · 952-345-0700 · wayzatainvestmentpartners.com
ComplianceMarketing & brand
38
SQN CAPITAL MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 3 (2 -> 5). IAPD ↗fund
$282.1M RAUM · 3 reps · (212) 422-2166 · sqncapital.com
ComplianceMarketing & brand
38
GLOBAL EVOLUTION USA, LLC's Item 11 disclosure-reporting entries rose by 1 (12 -> 13). IAPD ↗fund
$698.5M RAUM · 25 reps · 1 (646) 844-3883 · globalevolution.com
ComplianceMarketing & brand
38
SIERRA CREST INVESTMENT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗fund
$994.2M RAUM · 0 reps · 212-891-2880
ComplianceMarketing & brand
38
AON ADVANTAGE FUNDS LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗fund
$268.0M RAUM · 11 reps · 312-381-0132 · aon.com
ComplianceMarketing & brand
38
FLATIRON RR LLC, MANAGER SERIES's Item 11 disclosure-reporting entries rose by 1 (21 -> 22). IAPD ↗fund
$399.2M RAUM · 20 reps · 212-576-7000
ComplianceMarketing & brand
38
B. RILEY WEALTH PRIVATE SHARES's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗fund
$297.4M RAUM · 5 reps · 901-251-1330
ComplianceMarketing & brand
35
CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC's Item 11 disclosure-reporting entries rose by 3 (8 -> 11). IAPD ↗fund
$172.7M RAUM · 1 reps · 646-794-8800
ComplianceMarketing & brand
35
POLUS CAPITAL MANAGEMENT (US) INC.'s Item 11 disclosure-reporting entries rose by 4 (3 -> 7). IAPD ↗fund
$40.0M RAUM · 3 reps · 917-971-1904 · poluscapital.com
ComplianceMarketing & brand
25
DWS INTERNATIONAL GMBH's Item 11 disclosure-reporting entries rose by 3 (97 -> 100). IAPD ↗foreign
$44.97B RAUM · 75 reps · 49 69 910 12371
ComplianceMarketing & brand
25
DWS INVESTMENTS AUSTRALIA LIMITED's Item 11 disclosure-reporting entries rose by 3 (96 -> 99). IAPD ↗foreign
$1.93B RAUM · 8 reps · 011 612 8258 1234 · dws.com
ComplianceMarketing & brand
25
DWS ALTERNATIVES GLOBAL LIMITED's Item 11 disclosure-reporting entries rose by 3 (98 -> 101). IAPD ↗foreign
$16.10B RAUM · 76 reps · 44 207 547 5344
ComplianceMarketing & brand
25
DWS INVESTMENTS HONG KONG LIMITED's Item 11 disclosure-reporting entries rose by 3 (98 -> 101). IAPD ↗foreign
$3.45B RAUM · 20 reps · 852-2203-8888 · dws.com
ComplianceMarketing & brand
25
SANTANDER ASSET MANAGEMENT SA SGIIC's Item 11 disclosure-reporting entries rose by 1 (20 -> 21). IAPD ↗foreign
$105.21B RAUM · 84 reps · 34 912574020 · santanderassetmanagement.es
ComplianceMarketing & brand
25
GMO SINGAPORE PTE. LIMITED's Item 11 disclosure-reporting entries rose by 2 (1 -> 3). IAPD ↗foreign
$2.28B RAUM · 6 reps · (65) 6532-0346 · gmo.com
ComplianceMarketing & brand
25
CANDRIAM S.C.A.'s Item 11 disclosure-reporting entries rose by 1 (22 -> 23). IAPD ↗foreign
$127.33B RAUM · 289 reps · +352 27 97 39 23
ComplianceMarketing & brand
23
SARASIN ASSET MANAGEMENT LIMITED's Item 11 disclosure-reporting entries rose by 9 (0 -> 9). IAPD ↗foreign
$603.3M RAUM · 9 reps · +(44)(20)7038 7000 · sarasinassetmanagement.com
ComplianceMarketing & brand
23
COELI FRONTIER MARKETS AB's Item 11 disclosure-reporting entries rose by 1 (7 -> 8). IAPD ↗foreign
$564.5M RAUM · 2 reps · 46850622300
ComplianceMarketing & brand
23
SAMSUNG ASSET MANAGEMENT (HONG KONG) LIMITED's Item 11 disclosure-reporting entries rose by 4 (24 -> 28). IAPD ↗foreign
$775.5M RAUM · 8 reps · 852 21158710 · samsungetfhk.com
ComplianceMarketing & brand
new registration — 132 Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
98
TYME ADVISORS (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
M. E. ALLISON & CO., INC. (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARGER AND COMPANY, INC. (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAIN STREET MANAGEMENT COMPANY (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOYD FINANCIAL MANAGEMENT INC. (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PACESETTER FINANCIAL GROUP, L.L.C. (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BROADWING CAPITAL ADVISORS, INC. (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WHALEN CAPITAL, INC. (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPPON WEALTH MANAGEMENT GROUP LLC (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FOUNDATION CAPITAL MANAGEMENT, LLC (EAST NORRITON, PA) is newly SEC-registered with $134.4M RAUM and 2 advisory reps. IAPD ↗
$134.4M RAUM · 2 reps · 610-278-6961 · myfcm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SCHNEIDER WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $127.5M RAUM and 1 advisory reps. IAPD ↗
$127.5M RAUM · 1 reps · 888-444-9981 · schneiderwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MAYA ADVISORS, INC. (PALO ALTO, CA) is newly SEC-registered with $103.7M RAUM and 1 advisory reps. IAPD ↗
$103.7M RAUM · 1 reps · 650-704-3074
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FLAVIN FINANCIAL SERVICES, INC. (MELBOURNE, FL) is newly SEC-registered with $129.8M RAUM and 3 advisory reps. IAPD ↗
$129.8M RAUM · 3 reps · (321) 725-4700
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GBM WEALTH MANAGEMENT, INC. (HOUSTON, TX) is newly SEC-registered with $128.4M RAUM and 4 advisory reps. IAPD ↗
$128.4M RAUM · 4 reps · (281) 745-9100 · gbmwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HARDY & HARDY CO LLC (LIMA, OH) is newly SEC-registered with $183.4M RAUM and 3 advisory reps. IAPD ↗
$183.4M RAUM · 3 reps · 419-998-8955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INVESTMENTHUNTER WEALTH SERVICES (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · (972) 977-6428 · investmenthunter.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DELPHINUS FINANCIAL ADVISORS, LLC (MANSFIELD, MA) is newly SEC-registered with $110.9M RAUM and 2 advisory reps. IAPD ↗
$110.9M RAUM · 2 reps · 781-780-2439 · delphinusfa.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MY PORTFOLIO GUIDE, LLC (SEAL BEACH, CA) is newly SEC-registered with $114.1M RAUM and 1 advisory reps. IAPD ↗
$114.1M RAUM · 1 reps · (562)799-5595 · pinterest.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EASTSOUND CAPITAL ADVISORS, LLC (location n/a) is newly SEC-registered with $152.2M RAUM and 6 advisory reps. IAPD ↗
$152.2M RAUM · 6 reps · 360-317-4688
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INDELIBLE WEALTH GROUP (location n/a) is newly SEC-registered with $120.4M RAUM and 5 advisory reps. IAPD ↗
$120.4M RAUM · 5 reps · (970) 532-5842
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SHERMAN ASSET MANAGEMENT, INC. (VENTURA, CA) is newly SEC-registered with $121.8M RAUM and 1 advisory reps. IAPD ↗
$121.8M RAUM · 1 reps · 805-655-5062 · shermanassetmgmt.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SOMNIO FINANCIAL GROUP, LLC (GLASTONBURY, CT) is newly SEC-registered with $116.8M RAUM and 2 advisory reps. IAPD ↗
$116.8M RAUM · 2 reps · 860-430-5500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC (BRATENAHL, OH) is newly SEC-registered with $152.2M RAUM and 2 advisory reps. IAPD ↗
$152.2M RAUM · 2 reps · 440-477-8913 · kirtlandhillscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EPIC ADVISORY SERVICES CORP (BOCA RATON, FL) is newly SEC-registered with $105.8M RAUM and 20 advisory reps. IAPD ↗
$105.8M RAUM · 20 reps · 561-829-2173 · epiccapitalfl.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CYR FINANCIAL INC. (HENNEPIN, IL) is newly SEC-registered with $112.1M RAUM and 4 advisory reps. IAPD ↗
$112.1M RAUM · 4 reps · (815) 925-7501
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RED CRANE WEALTH MANAGEMENT, LLC (PALO ALTO, CA) is newly SEC-registered with $106.0M RAUM and 3 advisory reps. IAPD ↗
$106.0M RAUM · 3 reps · 415-316-0982
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
IMG WEALTH MANAGEMENT, INC. (JACKSONVILLE, FL) is newly SEC-registered with $119.9M RAUM and 6 advisory reps. IAPD ↗
$119.9M RAUM · 6 reps · 904-731-9955 · imgwealthmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STEWARDS ADVISORY SERVICES (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 319-229-7439 · stewardsadvisory.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CENTERPIECE WEALTH ADVISOR (GREENWOOD VILLAGE, CO) is newly SEC-registered with $104.0M RAUM and 2 advisory reps. IAPD ↗
$104.0M RAUM · 2 reps · 720-296-5495 · wealth.emaplan.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VESTED FINANCIAL PLANNING, LLC (location n/a) is newly SEC-registered with $101.6M RAUM and 1 advisory reps. IAPD ↗
$101.6M RAUM · 1 reps · 650-315-7372
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FOOTHILLS ADVISORS, LLC (CAVE CREEK, AZ) is newly SEC-registered with $117.7M RAUM and 3 advisory reps. IAPD ↗
$117.7M RAUM · 3 reps · 480-203-8879 · foothillsadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CAVU WEALTH MANAGEMENT (LAKESIDE, CA) is newly SEC-registered with $114.5M RAUM and 8 advisory reps. IAPD ↗
$114.5M RAUM · 8 reps · 858-360-7800 · cavuwealthmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GAMMA ASSET MANAGEMENT LLC (SAN JUAN, PR) is newly SEC-registered with $100.6M RAUM and 3 advisory reps. IAPD ↗
$100.6M RAUM · 3 reps · 787-957-3260 · gammaam.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ZENITH WEALTH PARTNERS (PHILADELPHIA, PA) is newly SEC-registered with $81.6M RAUM and 6 advisory reps. IAPD ↗
$81.6M RAUM · 6 reps · 248-568-4626
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STONE WEALTH PARTNERS LLC (LAFAYETTE, LA) is newly SEC-registered with $102.1M RAUM and 5 advisory reps. IAPD ↗
$102.1M RAUM · 5 reps · 337-660-2334 · stone-wealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PTM WEALTH MANAGEMENT, LLC (NORTH WALES, PA) is newly SEC-registered with $124.1M RAUM and 2 advisory reps. IAPD ↗
$124.1M RAUM · 2 reps · 267-317-1515 · ptmwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. (HENDERSON, NV) is newly SEC-registered with $105.1M RAUM and 4 advisory reps. IAPD ↗
$105.1M RAUM · 4 reps · 702-650-4480 · cassadywealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GUIDED CAPITAL WEALTH MANAGEMENT, LLC (HOUSTON, TX) is newly SEC-registered with $111.6M RAUM and 4 advisory reps. IAPD ↗
$111.6M RAUM · 4 reps · 832-975-0710 · guidedcapitalwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DIRECT FINANCIAL CARE (location n/a) is newly SEC-registered with $150.0M RAUM and 1 advisory reps. IAPD ↗
$150.0M RAUM · 1 reps · 608-630-7974 · directfinancialcare.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CHROME ADVISORS (SAN FRANCISCO, CA) is newly SEC-registered with $100.3M RAUM and 1 advisory reps. IAPD ↗
$100.3M RAUM · 1 reps · 415-818-9005
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WISE WEALTH PARTNERS, LLC (PHOENIX, AZ) is newly SEC-registered with $100.9M RAUM and 2 advisory reps. IAPD ↗
$100.9M RAUM · 2 reps · 480-239-6914
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
IOR (CLAYTON, MO) is newly SEC-registered with $107.2M RAUM and 1 advisory reps. IAPD ↗
$107.2M RAUM · 1 reps · 833-467-7658 EXT. 1 · investmentofficeresources.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
THE WEALTHGARDEN F.S. LLC (EL SEGUNDO, CA) is newly SEC-registered with $139.2M RAUM and 3 advisory reps. IAPD ↗
$139.2M RAUM · 3 reps · 310-571-8489 · thewealthgardenfs.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ELYSIUM WEALTH MANAGEMENT, LLC (SOUTH JORDAN, UT) is newly SEC-registered with $116.0M RAUM and 6 advisory reps. IAPD ↗
$116.0M RAUM · 6 reps · 801-735-8407 · ut.myelysium.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ELEVATION WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $113.4M RAUM and 2 advisory reps. IAPD ↗
$113.4M RAUM · 2 reps · 952-905-3042
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BALLAST ROCK PRIVATE WEALTH (CHARLESTON, SC) is newly SEC-registered with $170.6M RAUM and 6 advisory reps. IAPD ↗
$170.6M RAUM · 6 reps · (800) 204-2513
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ENDEAVOR ADVISORS, LLC (THE WOODLANDS, TX) is newly SEC-registered with $106.1M RAUM and 2 advisory reps. IAPD ↗
$106.1M RAUM · 2 reps · 281-326-9902 · endeavor-advisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALOOOLA (KINGSTON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 484.275.5525 · alooola.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BLALOCK WILLIAMS, LLC (ALEXANDER CITY, AL) is newly SEC-registered with $105.5M RAUM and 2 advisory reps. IAPD ↗
$105.5M RAUM · 2 reps · (256) 444-6256
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
THE PINES WEALTH MANAGEMENT, LLC (SOUTHERN PINES, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (910) 475-8312 · thepineswealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
NINE30 ADVISORS LLC (location n/a) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (650) 391-4391 · nine30.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STIRLING FINANCIAL GROUP (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 619-435-1210 · stirlingfinancialgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RICHMOND INVESTMENT SERVICES LLC (MEQUON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 advisory reps. IAPD ↗
$0 RAUM · 11 reps · 262-242-4200 · richmondis.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BENJAMINS MONEY (MCLEAN, VA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (240) 395-4455 · 1787fp.co
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
1015 CAPITAL PARTNERS, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 610-574-7036
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MASTER'S WEALTH MANAGEMENT INC. (LANCASTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · (717) 581-1323 · mastersadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 317-253-2000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ANCHOR WEALTH MANAGEMENT GROUP LLC (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (561) 228-8688 · anchorwealthgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FIRESIDE CAPITAL ADVISORS (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 469-357-6370 · firesidecapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PLATFORM WEALTH ADVISORS (HOLLADAY, UT) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · (385) 243-0553 · walpoleadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BLACK POINT WEALTH MANAGEMENT (NAPLES, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 239-306-6300
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DEMETER TACTICAL INVESTMENTS CORP. (SHERIDAN, WY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 2125184444 · demeter-funds.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INMAN JAGER WEALTH MANAGEMENT (HATTIESBURG, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (601) 602-3571 · inmanjagerwm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
YIELD WEALTH LTD. (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 770.823.7211
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ROCKBRIDGE CAPITAL MANAGEMENT (ALEXANDRIA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 703.628.1036
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HOLOS INTEGRATED WEALTH (KENNETT SQUARE, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 484-893-4599
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 480-973-3560
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FCIG WEALTH MANAGEMENT, LLC (PLAINFIELD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 877-420-5234
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TAIKO PRIVATE WEALTH (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 3123004781
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARNEGIE LAKE ADVISORS LLC (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 201-240-6443
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CORNERSTONE ALTERNATIVES (GREENVILLE, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 315-416-3384 · 506investorgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CRUSONIA WEALTH ADVISORS LLC (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 303-810-6366 · crusoniawealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PONTA WEALTH PARTNERS, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 407-234-5343
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BLUEWATER WEALTH ADVISORS, LLC (VESTAVIA, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 205-305-6352
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RATSON ADVISORY LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 917-325-7440
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ARIMATHEA (SOUTH COAST METRO, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 707-813-7070 · arimatheainvesting.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MERKKURI WEALTH ADVISORS LLC (HICKSVILLE, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 516-268-3446
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PORT CAPITAL MANAGEMENT (MASSAPEQUA, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 516-246-5629 · portcapitalmangement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
AURDAN CAPITAL MANAGEMENT, LLC (BERWYN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 267-547-8171
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FELLOWSHIP FINANCIAL PLANNING (SPOKANE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 5094739483 · fellowshipfinancialplanning.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MINDSET WEALTH MANAGEMENT, LLC (FISHERS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LIGHTHOUSE (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 2014679489 · lighthouse-invest.io
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
BOON INVESTMENT GROUP, INC. (AUSTIN, TX) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 512-339-4441 · boongroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
SHASTA VENTURES (location n/a) is newly SEC-registered with $2.02B RAUM and 4 advisory reps. IAPD ↗fund
$2.02B RAUM · 4 reps · 650-543-1700 · shasta.vc
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
MACQUARIE CAPITAL PARTNERS LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
$0 RAUM · 15 reps · (212) 231-1000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
STOCK SNIPS, INC. (PITTSBURGH, PA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 412-841-8467
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
QUANTITATIVE FINANCE LLC (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 4437529529 · quantitativefinance.io
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
TRINITY CAPITAL ADVISER, LLC (PHOENIX, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 29 advisory reps. IAPD ↗institutional
$0 RAUM · 29 reps · 480-374-5350
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
AIP CAPITAL ADVISORS LLC (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗institutional
$0 RAUM · 7 reps · 203-487-8200 · aipcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
SHORENSTEIN INVESTMENT ADVISERS LLC (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 47 advisory reps. IAPD ↗institutional
$0 RAUM · 47 reps · 415-772-7000 · shorenstein.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
ARC LUMINOUS MANAGEMENT COMPANY LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 332-266-7344 · luminouscapitalinc.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
NORIAS CAPITAL MANAGEMENT LP (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 27 advisory reps. IAPD ↗institutional
$0 RAUM · 27 reps · 917-440-5835
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. (NEW YORK, NY) is newly SEC-registered with $3.70B RAUM and 6 advisory reps. IAPD ↗fund
$3.70B RAUM · 6 reps · 212 224-9400 · investcorp-corsair.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
FORTWOOD CAPITAL LP (GRENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 917-796-7192
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
NILES INVESTMENT MANAGEMENT, LLC (PLANTATION, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · (305) 813-0484 · danniles.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
MISSION INVESTMENT ADVISORS LLC (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 1-800-683-8529
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
INATAI INVESTMENT MANAGEMENT CO. LLC (SEATTLE, WA) is newly SEC-registered with $2.19B RAUM and 5 advisory reps. IAPD ↗fund
$2.19B RAUM · 5 reps · 206-788-8900 · inatai.partners
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
EVEN HERD LLC (OKLAHOMA CITY, OK) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 405-939-6339 · evenherd.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
GALLO PARTNERS LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · (973) 200-1755
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
DUNDEE MAESTRO MANAGEMENT, LP (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 914-815-0896
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
DRACO EVOLUTION (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 949-535-4675
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
BENCHSTONE CAPITAL MANAGEMENT LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 646-908-6000 · benchstonecapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC (NEW YORK, NY) is newly SEC-registered with $2 RAUM and 4 advisory reps. IAPD ↗institutional
$2 RAUM · 4 reps · 212-895-2280 · soundpointcap.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
GE VERNOVA INVESTMENT ADVISERS, LLC (NORWALK, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
$0 RAUM · 15 reps · +1 203-229-8520 · gevernova.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
OBION CAPITAL MANAGEMENT LP (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 305-317-5100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
QUANTESSENCE CAPITAL (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 212-655-9622
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
FMI TECHNOLOGIES LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 212-729-8490 · fmitech.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
AMPLIFIED ADVISORS (location n/a) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 725-215-7867 · amplifiedadvisors.io
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
APOLLO S3 RIC MANAGEMENT, L.P. (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2540 advisory reps. IAPD ↗institutional
$0 RAUM · 2540 reps · 212-515-3200 · apollo.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
STRAWBERRY TREE MANAGEMENT COMPANY (SEATTLE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 206-880-1869 · strawberrymanagement.co
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
FINANCEBUZZ (DELRAY BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 443-326-1434 · financebuzz.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
HUMBLE GROWTH (NEW YORK, NY) is newly SEC-registered with $316.1M RAUM and 8 advisory reps. IAPD ↗fund
$316.1M RAUM · 8 reps · 212-220-1588 · humblegrowth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
LEH II MANAGEMENT LLC (ENGLEWOOD, CO) is newly SEC-registered with $380.4M RAUM and 7 advisory reps. IAPD ↗fund
$380.4M RAUM · 7 reps · 720-909-6608 · lincolnenergypartners.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
L CAPITAL, LLC (WINDSOR, CA) is newly SEC-registered with $156.4M RAUM and 1 advisory reps. IAPD ↗fund
$156.4M RAUM · 1 reps · 909-938-2533 · lcapitalmgmt.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
RSC ASSET MANAGEMENT GROUP, LLC (STUDIO CITY, CA) is newly SEC-registered with $137.3M RAUM and 2 advisory reps. IAPD ↗fund
$137.3M RAUM · 2 reps · (310) 598-7073 · rangesummit.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
PATRICOF CO (NEW YORK, NY) is newly SEC-registered with $179.3M RAUM and 5 advisory reps. IAPD ↗fund
$179.3M RAUM · 5 reps · 212-393-4420 · pco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP (NEW YORK, NY) is newly SEC-registered with $10.0M RAUM and 4 advisory reps. IAPD ↗fund
$10.0M RAUM · 4 reps · (646) 722-3343 · artesianinvest.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
CALAMOS PRIVATE EQUITY LLC (NAPERVILLE, IL) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗fund
$0 RAUM · 0 reps · 630-245-7200
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
ACME CREDIT PARTNERS (NEW YORK, NY) is newly SEC-registered with $90.9M RAUM and 4 advisory reps. IAPD ↗fund
$90.9M RAUM · 4 reps · 6463578385 · acmecreditpartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
CHARTER OAK ADVISORS LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗fund
$0 RAUM · 4 reps · 212-404-2500 · charteroakadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
TRP CAPITAL ADVISORS VI, LLC (BIRMINGHAM, MI) is newly SEC-registered with $163.1M RAUM and 8 advisory reps. IAPD ↗fund
$163.1M RAUM · 8 reps · 248-648-2358 · trpfund.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
70
FIVE ARROWS MANAGERS LLP (LONDON, United Kingdom) is newly SEC-registered with $11.08B RAUM and 85 advisory reps. IAPD ↗foreign
$11.08B RAUM · 85 reps · 44 20 7280 1028 · rothschildandco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
70
WHITE OAK CAPITAL PARTNERS PTE. LTD. (SAMSUNG HUB, Singapore) is newly SEC-registered with $3.60B RAUM and 12 advisory reps. IAPD ↗foreign
$3.60B RAUM · 12 reps · 6569777473 · whiteoakcapitalpartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
70
COMPLUS ASSET MANAGEMENT (UK) LIMITED (LONDON, United Kingdom) is newly SEC-registered with $4.07B RAUM and 5 advisory reps. IAPD ↗foreign
$4.07B RAUM · 5 reps · -787159 · complusam.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
68
KING RIVER CAPITAL MANAGEMENT PTY LTD (SURRY HILLS, NEW SOUTH WALES, Australia) is newly SEC-registered with $338.5M RAUM and 8 advisory reps. IAPD ↗foreign
$338.5M RAUM · 8 reps · 61 417 637 684
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
POM WEALTH MANAGEMENT US LLC (SÃO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 5511956560488
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
TAULA CAPITAL MANAGEMENT (DIFC) LTD (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · +97 14323 0800
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
TAULA CAPITAL MANAGEMENT (UK) LLP (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 advisory reps. IAPD ↗foreign
$0 RAUM · 9 reps · 44 20 4570 2067
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
TAULA CAPITAL MANAGEMENT (US) LLC (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗foreign
$0 RAUM · 7 reps · 44-20-4570-2067
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · 44-20-4570-2067
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
UTI INVESTMENTS AMERICA LIMITED (ST PETER PORT, Guernsey) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗foreign
$0 RAUM · 0 reps · 65 8499 0103 · utimf.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
THE MASS GROUP (DUBAI, United Arab Emirates) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
$0 RAUM · 2 reps · 971 562 531 443
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
rename — 119 Primary business name changed: rebrand, merger, or ownership change.
60
WILSHIRE ADVISORS LLC is now doing business as WILSHIRE. IAPD ↗
$94.87B RAUM · 93 reps · 310-451-3051
Marketing & brandCRM
60
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC is now doing business as WELLS FARGO ADVISORS. IAPD ↗
$154.19B RAUM · 1978 reps · 314-875-3000 · stories.wf.com
Marketing & brandCRM
60
WELLS FARGO CLEARING SERVICES, LLC is now doing business as WELLS FARGO ADVISORS. IAPD ↗
$558.46B RAUM · 8623 reps · 314-875-3000 · wellsfargoadvisors.com
Marketing & brandCRM
60
CUSO FINANCIAL SERVICES, L.P. is now doing business as CUSO FINANCIAL SERVICES. IAPD ↗
$4.66B RAUM · 571 reps · 800-686-4724
Marketing & brandCRM
60
HGK ASSET MANAGEMENT INC is now doing business as HUDSON EDGE INVESTMENT PARTNERS, INC.. IAPD ↗
$2.48B RAUM · 8 reps · 201-659-3700 · hudsonedgeip.com
Marketing & brandCRM
60
PLANCORP WEALTH MANAGEMENT is now doing business as PLANCORP, LLC. IAPD ↗
$6.48B RAUM · 47 reps · 636-532-7824 · plancorp.com
Marketing & brandCRM
60
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC is now doing business as MASLOW WEALTH ADVISORS. IAPD ↗
$1.76B RAUM · 10 reps · 512-610-6930
Marketing & brandCRM
60
VAN HULZEN ASSET MANAGEMENT is now doing business as VAN HULZEN FINANCIAL ADVISORS. IAPD ↗
$1.99B RAUM · 10 reps · (916) 608-4284
Marketing & brandCRM
60
ASPEN CAPITAL MANAGEMENT is now doing business as ASPEN CAPITAL MANAGEMENT, LLC. IAPD ↗
$1.01B RAUM · 7 reps · 208-345-0174 · aspencapitalmgmt.com
Marketing & brandCRM
60
REHMANN FINANCIAL is now doing business as REHMANN WEALTH. IAPD ↗
$3.85B RAUM · 36 reps · 517-316-2400 · rehmann.com
Marketing & brandCRM
60
CUTLER INVESTMENT COUNSEL, LLC is now doing business as CUTLER INVESTMENT GROUP. IAPD ↗
$1.18B RAUM · 17 reps · 541-770-9000
Marketing & brandCRM
60
BLB & B ADVISORS, LLC is now doing business as BLBB ADVISORS. IAPD ↗
$2.30B RAUM · 13 reps · 215-643-9100 · blbb.com
Marketing & brandCRM
60
MARINER WEALTH ADVISORS is now doing business as MARINER WEALTH. IAPD ↗
$81.11B RAUM · 709 reps · 913-904-5700
Marketing & brandCRM
60
CONWAY INVESTMENT RESEARCH, LLC is now doing business as CONWAY INVESTMENT SOLUTIONS. IAPD ↗
$1.00B RAUM · 13 reps · 314-721-9696 · conwayir.com
Marketing & brandCRM
60
ALPHASTAR CAPITAL MANAGEMENT, LLC is now doing business as ALPHASTAR CAPITAL MANAGEMENT. IAPD ↗
$1.15B RAUM · 94 reps · 855-340-2514 · alphastarclient.com
Marketing & brandCRM
60
PERMANENS CAPITAL L.P. is now doing business as PERMCAP INVESTMENT OFFICE. IAPD ↗
$4.46B RAUM · 5 reps · 843 882 7950
Marketing & brandCRM
60
PROCOURSE FIDUCIARY ADVISORS, LLC is now doing business as MJ RETIREMENT. IAPD ↗
$4.41B RAUM · 7 reps · 317-805-7500 · mjretirement.com, https
Marketing & brandCRM
60
TRIAD HYBRID SOLUTIONS is now doing business as OSAIC ADVISORY SERVICES, LLC. IAPD ↗
$4.94B RAUM · 141 reps · 866-580-8219 · servetwealth.com
Marketing & brandCRM
60
MGO ONE SEVEN is now doing business as ONESEVEN. IAPD ↗
$2.57B RAUM · 48 reps · 216-865-1700
Marketing & brandCRM
60
MARINER INDEPENDENT ADVISOR NETWORK, LLC is now doing business as MARINER INDEPENDENT. IAPD ↗
$8.15B RAUM · 184 reps · 650-571-1934 · johnhalladvisor.com
Marketing & brandCRM
60
RUANE, CUNNIFF & GOLDFARB L.P. is now doing business as RUANE CUNNIFF L.P.. IAPD ↗
$9.65B RAUM · 15 reps · 212-832-5280
Marketing & brandCRM
60
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC is now doing business as ROBERTSON STEPHENS. IAPD ↗
$4.93B RAUM · 51 reps · 415-500-6810 · rscapital.com
Marketing & brandCRM
60
PRINCIPLE WEALTH PARTNERS LLC is now doing business as PRINCIPLE WEALTH. IAPD ↗
$2.22B RAUM · 21 reps · 203-318-8892
Marketing & brandCRM
60
MARINER PLATFORM SOLUTIONS is now doing business as MARINER INDEPENDENT. IAPD ↗
$4.35B RAUM · 83 reps · 650-571-1934
Marketing & brandCRM
60
IMPERIAL FUND CAPITAL PARTNERS, LLC is now doing business as IMPERIAL CAPITAL PARTNERS. IAPD ↗
$5.35B RAUM · 3 reps · (786) 673-0709 · imperialfund.com
Marketing & brandCRM
58
TOEWS CORPORATION is now doing business as TOEWS ASSET MANAGEMENT. IAPD ↗
$998.9M RAUM · 17 reps · 877-863-9726
Marketing & brandCRM
58
MEIRA is now doing business as MEIRA WEALTH. IAPD ↗
$267.3M RAUM · 5 reps · 305-670-4440
Marketing & brandCRM
58
WRAPMANAGER INC is now doing business as ASSEMBLY WEALTH. IAPD ↗
$369.0M RAUM · 3 reps · 415-541-7774 · letsassemble.com
Marketing & brandCRM
58
PELOTON WEALTH STRATEGISTS, INC. is now doing business as PELOTON CAPITAL MANAGEMENT. IAPD ↗
$263.1M RAUM · 3 reps · 317-559-1700 · pelotonwealth.com
Marketing & brandCRM
58
BGM WEALTH PARTNERS is now doing business as BGM WEALTH MANAGEMENT. IAPD ↗
$487.4M RAUM · 5 reps · 952-844-2500
Marketing & brandCRM
58
FINANCIAL COUNCIL ASSET MANAGEMENT INC is now doing business as FINANCIAL COUNCIL, LLC. IAPD ↗
$959.4M RAUM · 7 reps · 410-821-9200 · financialcouncil.com
Marketing & brandCRM
58
KMH WEALTH MANAGEMENT, LLC is now doing business as KELLER WEALTH ADVISORS. IAPD ↗
$703.9M RAUM · 9 reps · 361-573-4383 · kellerwealthadvisors.com
Marketing & brandCRM
58
MADRONA FINANCIAL SERVICES, LLC is now doing business as MADRONA FINANCIAL & CPAS. IAPD ↗
$393.0M RAUM · 12 reps · 425-212-3777
Marketing & brandCRM
58
PRONVEST, INC. is now doing business as FUTURE CAPITAL. IAPD ↗
$962.5M RAUM · 2 reps · 423-648-1876 · pronvest.com
Marketing & brandCRM
58
SC&H FINANCIAL ADVISORS, INC. is now doing business as SC&H WEALTH. IAPD ↗
$908.9M RAUM · 14 reps · 410-403-1500
Marketing & brandCRM
58
SEVEN SPRINGS WEALTH GROUP, LLC is now doing business as SEVEN SPRINGS WEALTH GROUP. IAPD ↗
$765.1M RAUM · 8 reps · 615-370-1253 · sevenspringswealth.com
Marketing & brandCRM
58
V2 FINANCIAL GROUP is now doing business as V2 FINANCIAL GROUP, LLC. IAPD ↗
$258.3M RAUM · 3 reps · 630-364-4529 · v2financialgroup.com
Marketing & brandCRM
58
MARKET GUARD is now doing business as JENKINS WEALTH. IAPD ↗
$313.3M RAUM · 5 reps · 720-457-6844 · bradjenkinsshow.com
Marketing & brandCRM
58
MRAZ, AMERINE & ASSOCIATES, INC. is now doing business as MRAZ AND ASSOCIATES. IAPD ↗
$652.5M RAUM · 6 reps · (209) 593-5870 · mrazamerine.com
Marketing & brandCRM
58
PALLADIEM LLC is now doing business as OAR FINANCIAL. IAPD ↗
$466.0M RAUM · 2 reps · (484) 324-6100
Marketing & brandCRM
58
VISTA PRIVATE WEALTH PARTNERS LLC is now doing business as DENVER PWM, LLC. IAPD ↗
$585.8M RAUM · 13 reps · 720-354-3850 · harmonypca.com
Marketing & brandCRM
58
WEALTH WATCH ADVISORS, LLC is now doing business as WEALTH WATCH ADVISORS, INC. IAPD ↗
$348.5M RAUM · 47 reps · 855-822-3708 · wealthwatchadvisors.com
Marketing & brandCRM
58
THE SHARP FINANCIAL GROUP is now doing business as SHARP FINANCIAL. IAPD ↗
$304.7M RAUM · 6 reps · (215) 659-2130
Marketing & brandCRM
58
FIDUCIARY PLANNING, LLC is now doing business as SCHORN WEALTH. IAPD ↗
$289.9M RAUM · 5 reps · 610 399-1500 · schorn.net
Marketing & brandCRM
58
SONOMA WEALTH ADVISORS is now doing business as FERMATA ADVISORS. IAPD ↗
$973.8M RAUM · 12 reps · (707) 938-7414 · richfinancial.com
Marketing & brandCRM
58
FORTRESS WEALTH GROUP, LLC is now doing business as FORTRESS WEALTH GROUP. IAPD ↗
$294.7M RAUM · 6 reps · 407-999-8998
Marketing & brandCRM
58
SPIREPOINT PRIVATE CLIENT is now doing business as SPIREPOINT PRIVATE CLIENT, LLC. IAPD ↗
$934.1M RAUM · 5 reps · 772-316-1271 · spirepointpc.com
Marketing & brandCRM
55
FIVE KEYS CAPITAL ADVISORS INC. is now doing business as EFS ASSET MANAGEMENT LLC. IAPD ↗
$69.7M RAUM · 2 reps · 214-550-0914
Marketing & brandCRM
55
VICTORY FIDUCIARY CONSULTING is now doing business as VICTORY WEALTH PARTNERS. IAPD ↗
$119.4M RAUM · 2 reps · 856-464-3100
Marketing & brandCRM
55
TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC is now doing business as TOWER VIEW WEALTH MANAGEMENT LLC. IAPD ↗
$244.1M RAUM · 2 reps · 414-253-4096 · tower-view.com
Marketing & brandCRM
55
CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT is now doing business as CFO CAPITAL MANAGEMENT, LLC. IAPD ↗
$187.4M RAUM · 6 reps · 203-656-0033/221-0202 · cruicefinancial.com
Marketing & brandCRM
55
W.H. CORNERSTONE INVESTMENTS INC. is now doing business as WH CORNERSTONE INVESTMENTS INC.. IAPD ↗
$160.0M RAUM · 2 reps · (888) 797-9009
Marketing & brandCRM
55
R.P. BOGGS & CO. WEALTH MANAGEMENT is now doing business as CATAWBA RIVER CAPITAL. IAPD ↗
$235.1M RAUM · 3 reps · 803-831-0911
Marketing & brandCRM
55
AG FINANCIAL, LLC is now doing business as AG FINANCIAL. IAPD ↗
$105.4M RAUM · 2 reps · 801-990-3470 · myagfinancial.com
Marketing & brandCRM
55
GLOBAL VALUE INVESTMENT CORP. is now doing business as GLOBAL VALUE INVESTMENT CORPORATION. IAPD ↗
$171.1M RAUM · 6 reps · 262-478-0640
Marketing & brandCRM
55
THE WATERFORD GROUP, LLC is now doing business as ALERA RETIREMENT ADVISORS, LLC. IAPD ↗
$39.0M RAUM · 4 reps · (585) 434-0646 · waterfordgroupny.com
Marketing & brandCRM
55
NICH CAPITAL PARTNERS, LLC is now doing business as NICH CAPITAL PARTNERS, INC.. IAPD ↗
$124.2M RAUM · 2 reps · (415) 203-3896 · nichcapitalpartners.com
Marketing & brandCRM
55
COCO ENTERPRISES, LLC is now doing business as PIEDMONT CAPITAL MANAGEMENT, LLC. IAPD ↗
$172.3M RAUM · 3 reps · 406-862-9400
Marketing & brandCRM
55
UCAPAMERICAS is now doing business as UCAP AMERICAS. IAPD ↗
$165.4M RAUM · 7 reps · 646-809-3600 · ucapamericas.com
Marketing & brandCRM
55
PREMIER GOLD INVESTMENTS LLC is now doing business as PREMIER GOLD GLOBAL WEALTH LLC. IAPD ↗
$0 RAUM · 1 reps · 44 203 514 1428 · premiergoldinvestments.com
Marketing & brandCRM
55
ATWATER WEALTH MANAGEMENT is now doing business as ATWATER WEALTH MANAGEMENT, INC.. IAPD ↗
$192.7M RAUM · 2 reps · 617-723-1439 · atwaterwealth.com
Marketing & brandCRM
55
KOVAR WEALTH MANAGEMENT is now doing business as 11 FINANCIAL. IAPD ↗
$12.4M RAUM · 6 reps · (936) 899-5629 · kovarwealth.com
Marketing & brandCRM
55
GOLDEN RESERVE RIA, LLC is now doing business as GOLDEN RESERVE RETIREMENT, LLC. IAPD ↗
$201.1M RAUM · 6 reps · 855-456-4777
Marketing & brandCRM
55
SEA HUNTER CAPITAL is now doing business as CASTLE ISLAND WEALTH. IAPD ↗
$117.4M RAUM · 1 reps · 561-208-3883 · seahuntercapital.com
Marketing & brandCRM
55
TWENDE ASSET MANAGEMENT LLC is now doing business as SIGNET PRIVATE WEALTH, LLC. IAPD ↗
$143.7M RAUM · 4 reps · (312) 796-7546
Marketing & brandCRM
55
R. W. BAKER WEALTH MANAGEMENT GROUP LLC is now doing business as RW BAKER WEALTH MANAGEMENT GROUP LLC. IAPD ↗
$108.0M RAUM · 2 reps · 307-514-4445
Marketing & brandCRM
55
CROAK ASSET MANAGEMENT is now doing business as CROAK CAPITAL. IAPD ↗
$213.1M RAUM · 7 reps · 419-464-7000
Marketing & brandCRM
55
RM PRIVATE WEALTH MANAGEMENT INC. is now doing business as RM PRIVATE WEALTH MANAGEMENT. IAPD ↗
$219.8M RAUM · 1 reps · 571-332-7618 · rmpwealth.com
Marketing & brandCRM
55
WEIGEL FIDUCIARY ASSET MANAGEMENT is now doing business as WEIGELFAM. IAPD ↗
$56.0M RAUM · 1 reps · 646-872-0632 · weigelfam.com
Marketing & brandCRM
55
LANDING POINT FINANCIAL GROUP, LLC is now doing business as LANDING POINT FINANCIAL GROUP. IAPD ↗
$230.1M RAUM · 4 reps · 440-361-7227 · landingpointfinancialgroup.com
Marketing & brandCRM
55
RCW MANAGEMENT, LLC is now doing business as RIVER CITY WEALTH MANAGEMENT. IAPD ↗
$133.6M RAUM · 2 reps · 904-374-9098 · rivercitywealth.com
Marketing & brandCRM
55
HERRING RIA SUB, LLC is now doing business as PLAYBOOK. IAPD ↗
$2.2M RAUM · 3 reps · 415-805-2040
Marketing & brandCRM
55
MATTY INVESTMENTS, LLC is now doing business as MATTY AI INC.. IAPD ↗
$36,365 RAUM · 1 reps · 864-888-7673
Marketing & brandCRM
55
RANGE FINANCE, INC. is now doing business as RANGE ADVISORY, LLC. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
Marketing & brandCRM
55
LEGACY INVESTMENT SOLUTIONS, LLC is now doing business as ANCORATO. IAPD ↗
$170.6M RAUM · 6 reps · 208-955-0500 · legacy-is.com
Marketing & brandCRM
55
LONGWALL INVESTMENT PARTNERS, LLC is now doing business as LONGWALL FAMILY OFFICE. IAPD ↗
$207.4M RAUM · 5 reps · 203-209-2785
Marketing & brandCRM
50
HANYS BENEFIT SERVICES is now doing business as TRUEPLAN BENEFIT AND RETIREMENT ADVISORS. IAPD ↗institutional
$3.92B RAUM · 4 reps · 518-431-7600 · trueplanadvisors.com
Marketing & brandCRM
50
LINCOLN ADVISORS is now doing business as LPC REALTY ADVISORS I, LLC. IAPD ↗institutional
$2.14B RAUM · 6 reps · 214-740-3300
Marketing & brandCRM
50
LINCOLN ADVISORS is now doing business as LINCOLN ADVISORY GROUP, LLC. IAPD ↗institutional
$2.99B RAUM · 7 reps · 214-740-3300
Marketing & brandCRM
50
KEY GROUP HOLDINGS USA INC is now doing business as KEY GROUP HOLDINGS (USA) INC. IAPD ↗institutional
$4.33B RAUM · 10 reps · 1-214-461-0528
Marketing & brandCRM
50
CAIUS CAPITAL US is now doing business as CAIUS CAPITAL US LP. IAPD ↗institutional
$1.47B RAUM · 1 reps · +1(347) 637-7131 · caiuscapital.com
Marketing & brandCRM
48
INTERVEST CAPITAL PARTNERS INC. is now doing business as INTERVEST CAPITAL PARTNERS LLC. IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
Marketing & brandCRM
48
YOUR OCIO, LLC is now doing business as YOUR OCIO. IAPD ↗institutional
$315.1M RAUM · 1 reps · 310-471-0640
Marketing & brandCRM
45
1ST AND MAIN GROWTH PARTNERS is now doing business as 1ST & MAIN GROWTH PARTNERS. IAPD ↗fund
$1.08B RAUM · 10 reps · 312-855-6202 · 1standmain.co
Marketing & brandCRM
45
CBRE GLOBAL VALUE INVESTORS, LLC is now doing business as CBRE INVESTMENT MANAGEMENT. IAPD ↗fund
$6.77B RAUM · 118 reps · 212-824-2150
Marketing & brandCRM
45
FRANCIS INVESTMENT COUNSEL LLC is now doing business as FRANCIS LLC. IAPD ↗institutional
$0 RAUM · 18 reps · 866-232-6457 · francisway.com
Marketing & brandCRM
45
CORVID PEAK CAPITAL MANAGEMENT, LLC is now doing business as TIPTREE ADVISORS, LLC. IAPD ↗fund
$1.59B RAUM · 15 reps · 212-887-4400
Marketing & brandCRM
45
LSV ADVISORS, LLC is now doing business as LGK ADVISORS, LLC. IAPD ↗fund
$2.62B RAUM · 8 reps · 212-378-3700 · lsvadvisors.com
Marketing & brandCRM
45
SPC MANAGEMENT CO., INC. is now doing business as SWANDER PACE CAPITAL. IAPD ↗fund
$1.17B RAUM · 19 reps · 415-477-8500 · spcap.com
Marketing & brandCRM
45
DFW CAPITAL MANAGEMENT, LLC is now doing business as DFW CAPITAL PARTNERS. IAPD ↗fund
$2.06B RAUM · 16 reps · 201-836-6000
Marketing & brandCRM
45
BEECKEN PETTY O'KEEFE & COMPANY, LLC is now doing business as BPOC. IAPD ↗fund
$1.64B RAUM · 17 reps · 312-435-0300 · bpoc.com
Marketing & brandCRM
45
ACON LATAM MANAGEMENT, LLC is now doing business as ACON LATAM MANAGEMENT, L.L.C.. IAPD ↗fund
$1.38B RAUM · 16 reps · 202-454-1100 · aconinvestments.com
Marketing & brandCRM
45
SAGARD REAL ESTATE ADVISORS AS OF OCTOBER 16, 2023 is now doing business as SAGARD REAL ESTATE ADVISORS. IAPD ↗fund
$1.15B RAUM · 24 reps · 303-986-2222 · sagard.com
Marketing & brandCRM
45
NONE is now doing business as HUDSON CANYON CAPITAL MANAGEMENT. IAPD ↗institutional
$206.9M RAUM · 1 reps · 212-889-6948
Marketing & brandCRM
45
MARINER WEALTH ADVISORS is now doing business as MARINER WEALTH. IAPD ↗institutional
$0 RAUM · 37 reps · 913-904-5700
Marketing & brandCRM
45
NCP GROUP, LP is now doing business as NONANTUM CAPITAL PARTNERS, LLC. IAPD ↗fund
$1.41B RAUM · 19 reps · 617-245-8050
Marketing & brandCRM
45
NOMURA PRIVATE CAPITAL LLC is now doing business as NOMURA CAPITAL MANAGEMENT LLC. IAPD ↗institutional
$100.6M RAUM · 5 reps · 212-667-9131 · nomuracapitalmanagement.com
Marketing & brandCRM
45
BREAKWALL INVESTMENT ADVISOR, LLC is now doing business as BREAKWALL INVESTMENT ADVISOR LLC. IAPD ↗fund
$1.76B RAUM · 7 reps · 917-690-0000 · breakwallcap.com
Marketing & brandCRM
43
SFW CAPITAL PARTNERS is now doing business as SFW CAPITAL PARTNERS LP. IAPD ↗fund
$967.5M RAUM · 7 reps · 914-510-8910 · sfwcap.com
Marketing & brandCRM
43
ACON INVESTMENTS MANAGEMENT L.L.C. is now doing business as ACON INVESTMENTS MANAGEMENT, LLC. IAPD ↗fund
$265.8M RAUM · 10 reps · 202-454-1100 · aconinvestments.com
Marketing & brandCRM
43
STRENTA INVESTMENT MANAGEMENT, INC. is now doing business as STRENTA INVESTMENT MANAGEMENT SERVICES, LLC. IAPD ↗fund
$795.6M RAUM · 5 reps · (954) 217-4896
Marketing & brandCRM
43
PEAKEQUITY PARTNERS MANAGEMENT CO LP is now doing business as PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.. IAPD ↗fund
$353.3M RAUM · 4 reps · 484-253-0001 · peakequity.com
Marketing & brandCRM
43
BLUESCAPE ENERGY PARTNERS, LLC is now doing business as BLUESCAPE ENERGY PARTNERS LLC. IAPD ↗fund
$833.6M RAUM · 5 reps · 469-398-2200
Marketing & brandCRM
43
CIT ASSET MANAGEMENT LLC is now doing business as FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC. IAPD ↗fund
$910.9M RAUM · 14 reps · 212-461-5761 · cit.com
Marketing & brandCRM
43
LEGACY STAR CAPITAL PARTNERS, LLC is now doing business as LSCP ADVISORS, LLC. IAPD ↗fund
$523.8M RAUM · 3 reps · 512-407-2600 · legacystarcapital.com
Marketing & brandCRM
43
KARLOV STREET MANAGER, LLC is now doing business as KARLOV STREET CAPITAL, LLC. IAPD ↗fund
$257.2M RAUM · 3 reps · 847-503-9393 · karlovstreet.com
Marketing & brandCRM
43
BIG LEAGUE ADVANCE LLC is now doing business as BIG LEAGUE ADVANTAGE. IAPD ↗fund
$327.3M RAUM · 1 reps · 301-910-7080
Marketing & brandCRM
43
CLOSED LOOP CAPITAL MANAGEMENT is now doing business as CLOSED LOOP PARTNERS, LLC. IAPD ↗fund
$401.5M RAUM · 17 reps · 646-475-0201
Marketing & brandCRM
43
272 CAPITAL LLC is now doing business as 272 CAPITAL LP. IAPD ↗fund
$429.4M RAUM · 6 reps · 214-556-2465
Marketing & brandCRM
43
LNC MANAGEMENT, LLC is now doing business as LNC PARTNERS. IAPD ↗fund
$551.1M RAUM · 13 reps · (703) 651-2150 · lnc-partners.com
Marketing & brandCRM
40
CINTRIFUSE FUND MANAGEMENT, LLC is now doing business as CINTRIFUSE CAPITAL. IAPD ↗fund
$173.2M RAUM · 4 reps · 513-246-2706 · cintrifuse.com
Marketing & brandCRM
40
ADDITIVE ADVISORY AND CAPITAL, LLC is now doing business as ADDITIVE ADVISORY PBC. IAPD ↗fund
$101.0M RAUM · 2 reps · 901- 498- 6653
Marketing & brandCRM
40
WORM CAPITAL, LLC is now doing business as NIGHTVIEW CAPITAL, LLC. IAPD ↗fund
$109.9M RAUM · 5 reps · (781) 264-0214
Marketing & brandCRM
30
CARDINAL POINT CAPITAL MANAGEMENT, ULC is now doing business as CARDINAL POINT WEALTH MANAGEMENT. IAPD ↗foreign
$1.58B RAUM · 21 reps · 866-213-2036
Marketing & brandCRM
28
SSA SWISS WEALTH ADVISORS AG is now doing business as SSA WEALTH ADVISORS. IAPD ↗foreign
$629.8M RAUM · 5 reps · +41 44 206 60 40 · ssa-wa.com
Marketing & brandCRM
28
WISEAM is now doing business as ZENITH AM. IAPD ↗foreign
$532.4M RAUM · 7 reps · 33180980050 · zenith-am.com
Marketing & brandCRM
25
FAMA INVESTIMENTOS is now doing business as FAMA RE.CAPITAL LTDA. IAPD ↗foreign
$123.0M RAUM · 9 reps · 55-11-5508-1188 · famainvestimentos.com.br
Marketing & brandCRM
25
FLOWERING TREE INVESTMENT MANAGEMENT is now doing business as FLOWERING TREE INVESTMENT MANAGEMENT PTE. LTD.. IAPD ↗foreign
$227.9M RAUM · 11 reps · 65-6709-0000
Marketing & brandCRM
25
NEO-CRITERION CAPITAL SINGAPORE PTE. LTD. is now doing business as NEO-CRITERION CAPITAL LIMITED. IAPD ↗foreign
$35.9M RAUM · 7 reps · +65 96632931 · neo-criterion.com
Marketing & brandCRM
private funds started — 64 Firm reports private funds for the first time.
75
EP WEALTH ADVISORS now reports 1 private fund(s) ($70.7M gross). IAPD ↗
$22.32B RAUM · 195 reps · 310-543-4559 · epwealth.com
Fund administrationCompliance
75
TRAJAN WEALTH, L.L.C. now reports 1 private fund(s) ($4.1M gross). IAPD ↗
$1.37B RAUM · 34 reps · 480-990-3300
Fund administrationCompliance
75
FOURSTAR WEALTH ADVISORS, LLC now reports 2 private fund(s) ($1.5M gross). IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
Fund administrationCompliance
75
THE CLARIUS GROUP, LLC now reports 1 private fund(s) ($51.9M gross). IAPD ↗
$3.99B RAUM · 15 reps · 206-462-7400 · clariusgroup.com
Fund administrationCompliance
75
LAKE STREET ADVISORS now reports 1 private fund(s) ($0 gross). IAPD ↗
$3.11B RAUM · 22 reps · 603-610-4100
Fund administrationCompliance
75
COLTER LEWIS INVESTMENT PARTNERS, LLC now reports 1 private fund(s) ($7.5M gross). IAPD ↗
$1.96B RAUM · 12 reps · 203-987-3090 · colterlewis.com
Fund administrationCompliance
75
NILSINE PARTNERS, LLC now reports 4 private fund(s) ($55.7M gross). IAPD ↗
$1.24B RAUM · 10 reps · 303-529-5800 · link.edgepilot.com
Fund administrationCompliance
73
KNIGHTSBRIDGE WEALTH MANAGEMENT now reports 1 private fund(s) ($0 gross). IAPD ↗
$643.7M RAUM · 5 reps · 949-644-4444 · knightsb.com
Fund administrationCompliance
73
ALLEN CAPITAL GROUP, LLC now reports 1 private fund(s) ($4.1M gross). IAPD ↗
$998.5M RAUM · 21 reps · 308-385-1500
Fund administrationCompliance
73
FORT SHERIDAN ADVISORS LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$647.9M RAUM · 5 reps · 847-559-9700 · karmincapital.com
Fund administrationCompliance
73
GOODHAVEN CAPITAL MANAGEMENT now reports 1 private fund(s) ($9.6M gross). IAPD ↗
$336.4M RAUM · 2 reps · 305-677-7650 · goodhavenllc.com
Fund administrationCompliance
73
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. now reports 1 private fund(s) ($0 gross). IAPD ↗
$459.8M RAUM · 19 reps · 785-823-7900 · ucmofkansas.com
Fund administrationCompliance
73
LIQUID STRATEGIES, LLC now reports 1 private fund(s) ($7.9M gross). IAPD ↗
$522.7M RAUM · 4 reps · 800-970-2725 · overlayshares.com
Fund administrationCompliance
73
ACCESS WEALTH MANAGEMENT, INC. now reports 1 private fund(s) ($17.0M gross). IAPD ↗
$291.9M RAUM · 3 reps · 502-292-5500
Fund administrationCompliance
73
STANSBERRY ASSET MANAGEMENT, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$875.5M RAUM · 6 reps · 646-854-4370 · stansberryam.com
Fund administrationCompliance
73
IN ON CAPITAL now reports 5 private fund(s) ($20.4M gross). IAPD ↗
$349.2M RAUM · 10 reps · 305 721-2811 · inoncapitaladvisors.com
Fund administrationCompliance
73
HOHIMER WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($12.4M gross). IAPD ↗
$796.0M RAUM · 6 reps · 206-709-5955
Fund administrationCompliance
73
ODEON CAPITAL ADVISORS LLC now reports 1 private fund(s) ($10.1M gross). IAPD ↗
$613.5M RAUM · 3 reps · 212-230-5880 · odeonadvisors.com
Fund administrationCompliance
73
FIFTH THIRD WEALTH ADVISORS LLC now reports 5 private fund(s) ($9.1M gross). IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
Fund administrationCompliance
73
TURTLE CREEK WEALTH ADVISORS, LLC now reports 2 private fund(s) ($0 gross). IAPD ↗
$905.6M RAUM · 17 reps · 214-214-3110
Fund administrationCompliance
73
HERITAGE FAMILY OFFICES, LLP now reports 1 private fund(s) ($13.0M gross). IAPD ↗
$365.1M RAUM · 5 reps · (602) 775-5400
Fund administrationCompliance
73
A16Z PERENNIAL MANAGEMENT, L.P. now reports 3 private fund(s) ($57.2M gross). IAPD ↗
$812.9M RAUM · 9 reps · (650) 798-5800 · a16z.com
Fund administrationCompliance
70
TEAM FINANCIAL STRATEGIES now reports 1 private fund(s) ($3.7M gross). IAPD ↗
$203.2M RAUM · 7 reps · 325-480-1587
Fund administrationCompliance
70
KUBHERA ENTERPRISES LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$239.0M RAUM · 3 reps · 609-799-5900 · kubhera.com
Fund administrationCompliance
70
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG now reports 1 private fund(s) ($3.8M gross). IAPD ↗
$132.7M RAUM · 1 reps · 818-587-4455 · goldenkplans.com
Fund administrationCompliance
70
SERAPH CAPITAL ASSOCIATES, LLC now reports 2 private fund(s) ($10.2M gross). IAPD ↗
$74.3M RAUM · 1 reps · 918-338-2255
Fund administrationCompliance
70
PREMIS ADVISORS, LLC now reports 2 private fund(s) ($3.3M gross). IAPD ↗
$174.1M RAUM · 1 reps · 678-666-5380 · premisadvisors.com
Fund administrationCompliance
70
ALPHA DNA INVESTMENT MANAGEMENT now reports 1 private fund(s) ($325,000 gross). IAPD ↗
$192.8M RAUM · 4 reps · 443-288-6444 · alphadnaim.com
Fund administrationCompliance
70
MARKLE FINANCIAL LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$97.3M RAUM · 2 reps · (307) 721-1725
Fund administrationCompliance
70
CLP ASSET MANAGEMENT, LLC now reports 11 private fund(s) ($20.4M gross). IAPD ↗
$140.3M RAUM · 1 reps · 630-272-6321
Fund administrationCompliance
70
WEST POTOMAC CAPITAL LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$5.3M RAUM · 3 reps · 703-850-5533 · westpotomaccap.com
Fund administrationCompliance
70
FREEDOM FAMILY OFFICE, LLC now reports 1 private fund(s) ($4.9M gross). IAPD ↗
$140.0M RAUM · 5 reps · (855) 540-0400 · freedomfamilyoffice.com
Fund administrationCompliance
70
AVOS CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($15.4M gross). IAPD ↗
$245.6M RAUM · 3 reps · (720) 864-4348 · avos.co
Fund administrationCompliance
70
ONEWELTH INC now reports 1 private fund(s) ($40.8M gross). IAPD ↗
$47.3M RAUM · 2 reps · 212-750-0718
Fund administrationCompliance
70
16ROCK ASSET MANAGEMENT LLC now reports 1 private fund(s) ($5.7M gross). IAPD ↗
$5.7M RAUM · 1 reps · 212-332-1600 · 16rock.com
Fund administrationCompliance
60
ABSOLUTE INVESTMENT ADVISERS, LLC now reports 1 private fund(s) ($37.1M gross). IAPD ↗fund
$1.63B RAUM · 7 reps · 781-740-1904 · absoluteadvisers.com
Fund administrationCompliance
60
RED CEDAR INVESTMENT MANAGEMENT now reports 1 private fund(s) ($15.5M gross). IAPD ↗fund
$1.63B RAUM · 11 reps · 616-378-6916 · redcedarim.com
Fund administrationCompliance
60
PNC REAL ESTATE now reports 7 private fund(s) ($309.5M gross). IAPD ↗fund
$3.26B RAUM · 180 reps · 503-808-1300
Fund administrationCompliance
60
AGR PARTNERS LLC now reports 1 private fund(s) ($130.6M gross). IAPD ↗fund
$1.13B RAUM · 8 reps · 530-564-0626 · agrpartners.com
Fund administrationCompliance
60
EFFICIENT CAPITAL MANAGEMENT LLC now reports 1 private fund(s) ($49.1M gross). IAPD ↗fund
$1.00B RAUM · 14 reps · 630-657-6800 · efficientcapital.com
Fund administrationCompliance
60
UNIGESTION (US) LTD now reports 2 private fund(s) ($1.01B gross). IAPD ↗fund
$2.69B RAUM · 6 reps · +1 201-714-2400 · unigestion.com
Fund administrationCompliance
60
BHARCAP PARTNERS, LLC now reports 4 private fund(s) ($159.6M gross). IAPD ↗fund
$1.61B RAUM · 5 reps · 203-489-7770 · bharcap.com
Fund administrationCompliance
60
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC now reports 1 private fund(s) ($479.8M gross). IAPD ↗fund
$10.15B RAUM · 130 reps · (212) 419-3000 · otic.com
Fund administrationCompliance
60
ELDA RIVER CAPITAL MANAGEMENT, LLC now reports 13 private fund(s) ($1.99B gross). IAPD ↗fund
$1.60B RAUM · 10 reps · 346 614 4250 · eldariver.com
Fund administrationCompliance
60
ALPINVEST US HOLDINGS, LLC now reports 87 private fund(s) ($36.14B gross). IAPD ↗fund
$38.56B RAUM · 92 reps · (646) 735-4293 · carlyle.com
Fund administrationCompliance
60
BREAKWALL INVESTMENT ADVISOR LLC now reports 1 private fund(s) ($505.1M gross). IAPD ↗fund
$1.76B RAUM · 7 reps · 917-690-0000 · breakwallcap.com
Fund administrationCompliance
60
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC now reports 3 private fund(s) ($3.82B gross). IAPD ↗fund
$3.82B RAUM · 102 reps · 833-259-7511 · gid.com
Fund administrationCompliance
58
WHITEHAWK CAPITAL PARTNERS LP now reports 9 private fund(s) ($998.6M gross). IAPD ↗fund
$543.6M RAUM · 13 reps · (213) 441-2688
Fund administrationCompliance
58
CANNAE PORTFOLIO ADVISORS, LLC now reports 2 private fund(s) ($253.5M gross). IAPD ↗fund
$863.5M RAUM · 7 reps · 203-496-5224
Fund administrationCompliance
58
ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC now reports 1 private fund(s) ($386,119 gross). IAPD ↗fund
$608.8M RAUM · 9 reps · 646-757-1310 · anthemis.com
Fund administrationCompliance
58
NEUBERGER BERMAN LOAN ADVISERS IV LLC now reports 3 private fund(s) ($865.2M gross). IAPD ↗fund
$865.2M RAUM · 3 reps · 312-325-7700 · nb.com
Fund administrationCompliance
58
NEXT MANAGEMENT ADVISORS, LLC now reports 2 private fund(s) ($286.4M gross). IAPD ↗fund
$286.4M RAUM · 5 reps · 917-602-0500 · next-investors.com
Fund administrationCompliance
58
LYKOS GLOBAL MANAGEMENT, LP now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$500.0M RAUM · 4 reps · 203-902-4008 · lykosglobal.com
Fund administrationCompliance
55
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. now reports 1 private fund(s) ($100,000 gross). IAPD ↗fund
$100,000 RAUM · 3 reps · 212-583-5000 · spoti.fi
Fund administrationCompliance
55
CACHE ADVISORS LLC now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$32.0M RAUM · 1 reps · 408-409-4296 · usecache.com
Fund administrationCompliance
55
STOCKWELL VENTURES, LLC now reports 1 private fund(s) ($30.0M gross). IAPD ↗fund
$30.0M RAUM · 9 reps · 859 787 0454
Fund administrationCompliance
55
POLUS CAPITAL MANAGEMENT (US) INC. now reports 1 private fund(s) ($40.0M gross). IAPD ↗fund
$40.0M RAUM · 3 reps · 917-971-1904 · poluscapital.com
Fund administrationCompliance
55
IPCC ADVISOR, LP now reports 1 private fund(s) ($192.4M gross). IAPD ↗fund
$192.4M RAUM · 30 reps · 424-222-8380
Fund administrationCompliance
55
BLUE OWL STRATEGIC EQUITY ADVISORS LLC now reports 1 private fund(s) ($126.6M gross). IAPD ↗fund
$126.6M RAUM · 130 reps · (212) 419-3000 · blueowl.com
Fund administrationCompliance
55
TOTEM MACRO ASSET MANAGEMENT LP now reports 1 private fund(s) ($29.9M gross). IAPD ↗fund
$29.9M RAUM · 4 reps · 917-364-2884
Fund administrationCompliance
45
JD EUROWAY CAPITAL PARTNERS LLC now reports 2 private fund(s) ($1.3M gross). IAPD ↗foreign
$2.20B RAUM · 1 reps · 1 (514) 273-1456
Fund administrationCompliance
43
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. now reports 1 private fund(s) ($0 gross). IAPD ↗foreign
$270.6M RAUM · 3 reps · 65-6671-2500 · gama.com
Fund administrationCompliance
43
ABRDN PRIVATE EQUITY (EUROPE) LIMITED now reports 5 private fund(s) ($648.9M gross). IAPD ↗foreign
$606.8M RAUM · 23 reps · 011 44 131 245 0055
Fund administrationCompliance
40
SILK INVEST LIMITED now reports 2 private fund(s) ($19.9M gross). IAPD ↗foreign
$50.3M RAUM · 12 reps · 00 44 208 088 1040 · silkinvest.com
Fund administrationCompliance
planning started — 62 Firm now reports offering financial planning (Item 5G(1)). They need planning software.
80
EDWARD JONES now offers financial planning (Item 5G(1)). IAPD ↗
$692.25B RAUM · 21219 reps · 314-515-2000
Financial planning softwareCRM
80
HOWLAND CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$2.78B RAUM · 10 reps · 617-357-9110
Financial planning softwareCRM
80
BROCKENBROUGH now offers financial planning (Item 5G(1)). IAPD ↗
$4.82B RAUM · 15 reps · 804-288-0404 · jamestownfunds.com
Financial planning softwareCRM
80
INVESTMENT CONSULTING GROUP INC now offers financial planning (Item 5G(1)). IAPD ↗
$2.38B RAUM · 2 reps · 563-322-2322 · investmentconsultinggroupinc.com
Financial planning softwareCRM
80
EUBEL BRADY & SUTTMAN now offers financial planning (Item 5G(1)). IAPD ↗
$1.98B RAUM · 33 reps · 937-291-1223 · ebsinvests.com
Financial planning softwareCRM
80
SARATOGA RESEARCH & INVESTMENT MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$2.74B RAUM · 13 reps · (408) 741-2330 · saratogarim.com
Financial planning softwareCRM
80
IPI WEALTH MANAGEMENT, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$2.15B RAUM · 75 reps · 217-425-6340
Financial planning softwareCRM
80
GREYCOURT & CO., INC. now offers financial planning (Item 5G(1)). IAPD ↗
$5.09B RAUM · 21 reps · 412-361-0100
Financial planning softwareCRM
80
ICAPITAL, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.12B RAUM · 7 reps · (617)542-8700 · icapitalforme.com
Financial planning softwareCRM
80
FREEDOM INVESTMENT MANAGEMENT, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$2.01B RAUM · 10 reps · 860-291-1998
Financial planning softwareCRM
80
CBIZ INVESTMENT ADVISORY SERVICES, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$8.86B RAUM · 86 reps · 216-447-9000
Financial planning softwareCRM
80
ASSET ADVISORS now offers financial planning (Item 5G(1)). IAPD ↗
$1.15B RAUM · 5 reps · 706-650-9900 · focusfinancialpartners.com
Financial planning softwareCRM
80
SEAVIEW INVESTMENT MANAGERS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.14B RAUM · 6 reps · 305-330-2332 · seaviewinvestmentmanagers.com
Financial planning softwareCRM
80
AZIMUTH CAPITAL MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$3.37B RAUM · 10 reps · 248-433-4000 · azimuthcap.com
Financial planning softwareCRM
80
ADVISOR PARTNERS now offers financial planning (Item 5G(1)). IAPD ↗
$3.38B RAUM · 6 reps · 888-265-2257 · advisorpartners.com
Financial planning softwareCRM
78
SIERRA INVESTMENT MANAGEMENT INC now offers financial planning (Item 5G(1)). IAPD ↗
$388.1M RAUM · 9 reps · 310-452-1887 · sierrainvestment.com
Financial planning softwareCRM
78
MOON CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$278.4M RAUM · 3 reps · 865-546-1234 · mooncap.com
Financial planning softwareCRM
78
SHAYNE & JACOBS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$483.0M RAUM · 3 reps · 615/250-1600 · shayneandjacobs.com
Financial planning softwareCRM
78
PERSIUM ADVISORS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$436.5M RAUM · 9 reps · 678-322-3000 · persiumgroup.com
Financial planning softwareCRM
78
ANDERSON GROWTH PARTNERS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$843.3M RAUM · 4 reps · 205-909-0950 · agpadvisors.com
Financial planning softwareCRM
78
AXIOM ASSET MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$728.1M RAUM · 5 reps · 610-688-0050 · axiomasset.com
Financial planning softwareCRM
78
NORTHWEST WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$717.8M RAUM · 17 reps · 877-207-0994
Financial planning softwareCRM
78
FOREFRONT ANALYTICS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$500.4M RAUM · 11 reps · 610-341-3900 · forefrontanalytics.com
Financial planning softwareCRM
78
ACTIVEST WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$613.4M RAUM · 8 reps · 954-399-8121 · activestwm.com
Financial planning softwareCRM
78
COMPASS FINANCIAL MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$409.4M RAUM · 20 reps · 813-831-5168 · compassfmllc.com
Financial planning softwareCRM
78
MULHOLLAND WEALTH ADVISORS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$430.5M RAUM · 6 reps · 3102728185 · mulhollandwa.com
Financial planning softwareCRM
78
FSA WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$414.2M RAUM · 4 reps · (781) 455-1020 · fsawm.com
Financial planning softwareCRM
78
PIERSON WEALTH MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$306.5M RAUM · 3 reps · 404-233-7272 · piersonwealth.com
Financial planning softwareCRM
78
WEALTH MANAGEMENT PARTNERS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$578.3M RAUM · 6 reps · 520-297-7999
Financial planning softwareCRM
78
TRADEWINDS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$293.9M RAUM · 6 reps · 919-571-2833 · tradewinds.global
Financial planning softwareCRM
78
SOLLINDA CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$916.8M RAUM · 9 reps · 828-455-4264 · sollinda.com
Financial planning softwareCRM
78
A16Z PERENNIAL MANAGEMENT, L.P. now offers financial planning (Item 5G(1)). IAPD ↗
$812.9M RAUM · 9 reps · (650) 798-5800 · a16z.com
Financial planning softwareCRM
75
COUGHLIN FINANCIAL SERVICES, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$35.2M RAUM · 1 reps · 914-833-4901 · coughlinfinancial.com
Financial planning softwareCRM
75
ATLANTIC FINANCIAL SERVICES, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$140.7M RAUM · 2 reps · 410-296-0470
Financial planning softwareCRM
75
SHUTTLEWORTH & COMPANY now offers financial planning (Item 5G(1)). IAPD ↗
$137.9M RAUM · 3 reps · 614-760-7738 · sco-advisors.com
Financial planning softwareCRM
75
POINCIANA ADVISORS GROUP, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$210.1M RAUM · 2 reps · 561-296-0100 · poincianagroup.com
Financial planning softwareCRM
75
DAI WEALTH, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
Financial planning softwareCRM
75
GREAT NORTHERN ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$200.1M RAUM · 3 reps · 360-567-3300 · gnam.us
Financial planning softwareCRM
75
SECURE INVESTMENT MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$32.4M RAUM · 12 reps · 520-333-4719 · secureinvestmentmanagement.com
Financial planning softwareCRM
75
TANDEM WEALTH ADVISORS now offers financial planning (Item 5G(1)). IAPD ↗
$196.6M RAUM · 5 reps · 602-297-8600
Financial planning softwareCRM
75
TILIA FIDUCIARY PARTNERS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$173.0M RAUM · 4 reps · 910-679-4093 · tiliapartners.com
Financial planning softwareCRM
75
FOSTER & WOOD, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$164.2M RAUM · 2 reps · 503-785-9844 · fosterandwood.com
Financial planning softwareCRM
75
JANUARY CAPITAL ADVISORS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$215.8M RAUM · 2 reps · 415-494-2790
Financial planning softwareCRM
75
NORTH WOODS WEALTH MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$64.8M RAUM · 2 reps · 716.220.8497 · north-woods.com
Financial planning softwareCRM
75
KINWELL LLC now offers financial planning (Item 5G(1)). IAPD ↗
$148.7M RAUM · 2 reps · (843) 308-1639 · kinwell.financial
Financial planning softwareCRM
75
AUSPICIOUS FINANCIAL PLANNING, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$235.1M RAUM · 1 reps · 925-355-1200 · auspiciousfinancial.com
Financial planning softwareCRM
75
SURIENCE PRIVATE WEALTH LLC now offers financial planning (Item 5G(1)). IAPD ↗
$111.4M RAUM · 1 reps · (509) 853-1597 · surience.com
Financial planning softwareCRM
75
GALLIOTT CAPITAL ADVISORS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$118.2M RAUM · 4 reps · 310-362-3320 · galliott.com
Financial planning softwareCRM
75
DMLO WEALTH PLANNING, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$14.2M RAUM · 4 reps · (502) 813-2100 · dmlowealthplanning.com
Financial planning softwareCRM
75
ADDITION WEALTH now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 12 reps · 917-426-6711 · additionwealth.com
Financial planning softwareCRM
75
SCOUT now offers financial planning (Item 5G(1)). IAPD ↗
$216,593 RAUM · 2 reps · 323-576-6750 · scoutftw.com
Financial planning softwareCRM
75
KNOWN WEALTH LLC now offers financial planning (Item 5G(1)). IAPD ↗
$84.3M RAUM · 10 reps · 646-586-9424
Financial planning softwareCRM
75
HYVE now offers financial planning (Item 5G(1)). IAPD ↗
$7,299 RAUM · 1 reps · 8457938561 · letshyve.com
Financial planning softwareCRM
75
MADDIX HOLDINGS now offers financial planning (Item 5G(1)). IAPD ↗
$160.5M RAUM · 4 reps · 8019929783
Financial planning softwareCRM
75
BROADSTREET GLOBAL ADVISORS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$102.7M RAUM · 4 reps · 914-427-8036 · broadstreetglobaladvisors.com
Financial planning softwareCRM
75
33 CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$103.3M RAUM · 4 reps · 203-391-9340 · 33capitalmanagement.com
Financial planning softwareCRM
75
NECTARINE now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 1 reps · (858) 779-0115 · hellonectarine.com
Financial planning softwareCRM
75
APERTURE ADVISORS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 2 reps · 561.203.6803
Financial planning softwareCRM
75
NORTHWEST WEALTH ADVISORS now offers financial planning (Item 5G(1)). IAPD ↗
$152.3M RAUM · 4 reps · 360-738-6019
Financial planning softwareCRM
75
KELLY WEALTH MANAGEMENT, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$112.7M RAUM · 2 reps · 248-262-7217 · kellycapitalpartners.com
Financial planning softwareCRM
75
LORD AND RICHARDS now offers financial planning (Item 5G(1)). IAPD ↗
$75.4M RAUM · 5 reps · 720-214-6801
Financial planning softwareCRM
45
R2 ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗foreign
$2.9M RAUM · 1 reps · +55 41 992426951
Financial planning softwareCRM
pending approved — 45 120-day provisional registration became a full approval.
75
G10 LLC's provisional registration is now fully approved. IAPD ↗
$4.33B RAUM · 12 reps · 443-541-2440 · kwiadvisory.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
75
STONEBRIDGE FINANCIAL GROUP, LLC's provisional registration is now fully approved. IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
CORE WEALTH PARTNERS LLC's provisional registration is now fully approved. IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
GREATER MIDWEST FINANCIAL GROUP, LLC's provisional registration is now fully approved. IAPD ↗
$424.5M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
INTERTIDE PARTNERS's provisional registration is now fully approved. IAPD ↗
$334.0M RAUM · 2 reps · 312.961.5048
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
EVERNEST FINANCIAL ADVISORS's provisional registration is now fully approved. IAPD ↗
$484.8M RAUM · 4 reps · 317-556-1015 · evernestfa.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
CURIO WEALTH, LLC's provisional registration is now fully approved. IAPD ↗
$330.7M RAUM · 6 reps · 410-449-2599 · curiowealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
STIFEL CAPITAL MANAGEMENT, LLC's provisional registration is now fully approved. IAPD ↗
$745.4M RAUM · 1 reps · 212-328-1000 · stifelcapitalmanagement.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC's provisional registration is now fully approved. IAPD ↗
$571.4M RAUM · 8 reps · 937-644-0351
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
WEINAND FINANCIAL, INC.'s provisional registration is now fully approved. IAPD ↗
$443.4M RAUM · 2 reps · 360-459-4847 · weinand.us
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
GRATUS WEALTH ADVISORS LLC's provisional registration is now fully approved. IAPD ↗
$624.0M RAUM · 7 reps · 757-909-5505 · gratuswealthadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
POSTROCK PARTNERS LLC's provisional registration is now fully approved. IAPD ↗
$368.3M RAUM · 2 reps · (913) 308-8030 · postrockpartners.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
TORREYANA CAPITAL's provisional registration is now fully approved. IAPD ↗
$736.0M RAUM · 3 reps · 6198377996 · torreyanacapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
ADAPT WEALTH ADVISORS, LLC's provisional registration is now fully approved. IAPD ↗
$253.0M RAUM · 5 reps · 404-594-5559 · adaptwealthadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
TERRAFORM WEALTH, LLC's provisional registration is now fully approved. IAPD ↗
$173.2M RAUM · 2 reps · 713-784-4848
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
NERDWALLET ADVISORY's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 1 reps · 415 310-6261 · nerdwalletadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
EVERGREEN MONEY ADVISORS's provisional registration is now fully approved. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
XILLION's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 1 reps · (415) 322-0670 · xillionapp.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
INTER&CO US ADVISORS LLC's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 6 reps · 888-305-7264 · inter.co
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
SCHMIDT FINANCIAL MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 3 reps · 425-893-9195 · schmidtfm.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
KELLY WEALTH MANAGEMENT, INC.'s provisional registration is now fully approved. IAPD ↗
$112.7M RAUM · 2 reps · 248-262-7217 · kellycapitalpartners.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
JB WEALTH ADVISORS LLC's provisional registration is now fully approved. IAPD ↗
$11.2M RAUM · 2 reps · 615-560-8268
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
SL CAPITAL's provisional registration is now fully approved. IAPD ↗
$105.3M RAUM · 3 reps · 480-359-7092 · slcapitalwealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
PUREFI WEALTH, LLC's provisional registration is now fully approved. IAPD ↗
$107.6M RAUM · 4 reps · (617) 488-9320
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
MISSION HILLS FINANCIAL ADVISORY LLC's provisional registration is now fully approved. IAPD ↗
$157.5M RAUM · 3 reps · 619-294-9420 · missionhillsfinancial.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
TAR RIVER WEALTH PLANNING, LLC's provisional registration is now fully approved. IAPD ↗
$220.2M RAUM · 4 reps · 919-496-1511 · tarriverwealthplanning.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
WAYSTONE ADVISORS LLC's provisional registration is now fully approved. IAPD ↗
$111.0M RAUM · 2 reps · (425) 484-0045 · waystoneadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
210 FINANCIAL's provisional registration is now fully approved. IAPD ↗
$116.8M RAUM · 3 reps · 309-263-1333
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
LEGACY BEYOND WEALTH LLC's provisional registration is now fully approved. IAPD ↗
$140.0M RAUM · 1 reps · 408-464-3876
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
GFG SOLUTIONS's provisional registration is now fully approved. IAPD ↗
$151.1M RAUM · 6 reps · (407) 627-0091 · gfgsolutions.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
GE INVESTMENT MANAGEMENT's provisional registration is now fully approved. IAPD ↗institutional
$45.75B RAUM · 8 reps · 203-229-8923
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
63
RADIAN INVESTMENT MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗institutional
$315.1M RAUM · 4 reps · 9175762742
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
CANAL ROAD CAPITAL, LLC's provisional registration is now fully approved. IAPD ↗institutional
$100.0M RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
ASPIRE STRATEGIST PORTFOLIOS LLC's provisional registration is now fully approved. IAPD ↗institutional
$29.8M RAUM · 3 reps · 212 292 3177
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
TRILL IMPACT ADVISORY INC.'s provisional registration is now fully approved. IAPD ↗institutional
$80.3M RAUM · 2 reps · 917-733-5510
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
XDUS FUND ADVISOR's provisional registration is now fully approved. IAPD ↗institutional
$602,396 RAUM · 1 reps · 917-566-8371 · netxd.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
FISAI US MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗institutional
$104.0M RAUM · 4 reps · 917-805-5428 · fisai.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
QUANTIFY FUNDS's provisional registration is now fully approved. IAPD ↗institutional
$2 RAUM · 3 reps · 917-696-6359 · quantifiedfunds.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
BREAKWALL INVESTMENT ADVISOR LLC's provisional registration is now fully approved. IAPD ↗fund
$1.76B RAUM · 7 reps · 917-690-0000 · breakwallcap.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
NEXT MANAGEMENT ADVISORS, LLC's provisional registration is now fully approved. IAPD ↗fund
$286.4M RAUM · 5 reps · 917-602-0500 · next-investors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
FORWARD CONSUMER PARTNERS, LLC's provisional registration is now fully approved. IAPD ↗fund
$425.0M RAUM · 6 reps · 203-485-4700 · forwardconsumerpartners.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
LYKOS GLOBAL MANAGEMENT, LP's provisional registration is now fully approved. IAPD ↗fund
$500.0M RAUM · 4 reps · 203-902-4008 · lykosglobal.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
AEREF MANAGEMENT, LLC's provisional registration is now fully approved. IAPD ↗fund
$25.8M RAUM · 20 reps · (212) 721-5500
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
TOTEM MACRO ASSET MANAGEMENT LP's provisional registration is now fully approved. IAPD ↗fund
$29.9M RAUM · 4 reps · 917-364-2884
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
BIRNAM OAK ADVISORS, LP's provisional registration is now fully approved. IAPD ↗fund
$169.5M RAUM · 3 reps · 212-970-5800
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
wrap program started — 35 Firm began participating in a wrap-fee program (Item 5I(1)).
65
MONEY CONCEPTS ADVISORY SERVICE began participating in a wrap-fee program. IAPD ↗
$2.90B RAUM · 407 reps · 561-472-2000
Portfolio / reporting / TAMPCompliance
65
SANTANDER SECURITIES began participating in a wrap-fee program. IAPD ↗
$2.13B RAUM · 103 reps · 866-736-6475 · santandersecurities.com
Portfolio / reporting / TAMPCompliance
65
NISA INVESTMENT ADVISORS, LLC began participating in a wrap-fee program. IAPD ↗
$306.24B RAUM · 194 reps · 314-721-1900 · nisa.com
Portfolio / reporting / TAMPCompliance
65
SPC began participating in a wrap-fee program. IAPD ↗
$5.56B RAUM · 470 reps · 734-663-1611 · spc4clients.com
Portfolio / reporting / TAMPCompliance
65
SEQUOIA FINANCIAL GROUP, L.L.C. began participating in a wrap-fee program. IAPD ↗
$17.87B RAUM · 143 reps · 330-375-9480
Portfolio / reporting / TAMPCompliance
65
KEEL POINT, LLC began participating in a wrap-fee program. IAPD ↗
$2.94B RAUM · 45 reps · 256-704-5111
Portfolio / reporting / TAMPCompliance
65
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. began participating in a wrap-fee program. IAPD ↗
$1.16B RAUM · 7 reps · 202-626-5220 · fnfd.com
Portfolio / reporting / TAMPCompliance
65
NEW FRONTIER ADVISORS, LLC began participating in a wrap-fee program. IAPD ↗
$3.74B RAUM · 5 reps · (617) 482-1433 · frontieradvisor.com
Portfolio / reporting / TAMPCompliance
65
LYRICAL ASSET MANAGEMENT LP began participating in a wrap-fee program. IAPD ↗
$6.48B RAUM · 6 reps · 212-415-6600 · lyricalvaluefunds.com
Portfolio / reporting / TAMPCompliance
65
BTG PACTUAL ASSET MANAGEMENT US , LLC began participating in a wrap-fee program. IAPD ↗
$27.79B RAUM · 68 reps · 212-293-4600 · timberlandinvestmentgroup.com
Portfolio / reporting / TAMPCompliance
65
SPIDERROCK ADVISORS, LLC began participating in a wrap-fee program. IAPD ↗
$4.85B RAUM · 10 reps · (312) 847-0300 · spiderrockadvisors.com
Portfolio / reporting / TAMPCompliance
65
VESTMARK ADVISORY SOLUTIONS, INC. began participating in a wrap-fee program. IAPD ↗
$5.64B RAUM · 21 reps · 888-355-0477
Portfolio / reporting / TAMPCompliance
65
FIRST MANHATTAN CO. LLC began participating in a wrap-fee program. IAPD ↗
$31.83B RAUM · 47 reps · 212-756-3300
Portfolio / reporting / TAMPCompliance
63
TEALWOOD ASSET MANAGEMENT began participating in a wrap-fee program. IAPD ↗
$343.6M RAUM · 4 reps · 612-340-0181
Portfolio / reporting / TAMPCompliance
63
TILSON FINANCIAL GROUP INC began participating in a wrap-fee program. IAPD ↗
$579.9M RAUM · 8 reps · 908-561-6203 · login.bdreporting.com
Portfolio / reporting / TAMPCompliance
63
CAPITAL INVESTMENT MANAGEMENT, INC began participating in a wrap-fee program. IAPD ↗
$425.9M RAUM · 3 reps · 816-246-1212 · cimretirementpros.com
Portfolio / reporting / TAMPCompliance
63
THE LLOYD GROUP began participating in a wrap-fee program. IAPD ↗
$299.7M RAUM · 7 reps · 770-932-0387 · thelloydgroupinc.com
Portfolio / reporting / TAMPCompliance
63
TRANSCE3ND LLC began participating in a wrap-fee program. IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
Portfolio / reporting / TAMPCompliance
63
STIFEL CAPITAL MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$745.4M RAUM · 1 reps · 212-328-1000 · stifelcapitalmanagement.com
Portfolio / reporting / TAMPCompliance
60
SAVANT INVESTMENT ADVISERS, INC. began participating in a wrap-fee program. IAPD ↗
$131.3M RAUM · 3 reps · 708-799-7477 · savantadvisers.com
Portfolio / reporting / TAMPCompliance
60
MOLLOT & HARDY, INC. began participating in a wrap-fee program. IAPD ↗
$77.7M RAUM · 3 reps · 716-691-7121 · mollot.com
Portfolio / reporting / TAMPCompliance
60
SCHWALLIER WEALTH MANAGEMENT began participating in a wrap-fee program. IAPD ↗
$143.7M RAUM · 3 reps · 616-855-2051
Portfolio / reporting / TAMPCompliance
60
SANCTUARY WEALTH MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$229.0M RAUM · 8 reps · 208-233-0080 · sanctuarywealth.net
Portfolio / reporting / TAMPCompliance
60
FIRST AMERICAN ASSET ADVISORY, LLC began participating in a wrap-fee program. IAPD ↗
$99.7M RAUM · 6 reps · (516) 622-3100 · firstaaa.com
Portfolio / reporting / TAMPCompliance
60
AQUILANT ADVISORS began participating in a wrap-fee program. IAPD ↗
$182.2M RAUM · 2 reps · 314-309-2078 · aquilantadvisors.com
Portfolio / reporting / TAMPCompliance
60
BLUE RIDGE WEALTH PLANNERS began participating in a wrap-fee program. IAPD ↗
$201.2M RAUM · 7 reps · 865-392-4260 · planforeverything.com
Portfolio / reporting / TAMPCompliance
60
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. began participating in a wrap-fee program. IAPD ↗
$195.0M RAUM · 2 reps · 585-473-3590 · brightonsecurities.com
Portfolio / reporting / TAMPCompliance
60
TRACE WEALTH ADVISORS began participating in a wrap-fee program. IAPD ↗
$248.2M RAUM · 1 reps · 310-569-4534 · tracewealthadvisors.com
Portfolio / reporting / TAMPCompliance
60
RAPID SCALE LLC began participating in a wrap-fee program. IAPD ↗
$85.0M RAUM · 1 reps · 6509187684 · rapidscale.vc
Portfolio / reporting / TAMPCompliance
60
DABA ADVISORS LLC began participating in a wrap-fee program. IAPD ↗
$0 RAUM · 1 reps · (855) 400-3222 · dabafinance.com
Portfolio / reporting / TAMPCompliance
60
KELLY WEALTH MANAGEMENT, INC. began participating in a wrap-fee program. IAPD ↗
$112.7M RAUM · 2 reps · 248-262-7217 · kellycapitalpartners.com
Portfolio / reporting / TAMPCompliance
60
RELENTLESS RETURNS began participating in a wrap-fee program. IAPD ↗
$0 RAUM · 1 reps · 203-247-7072
Portfolio / reporting / TAMPCompliance
35
MONDRIAN INVESTMENT PARTNERS LIMITED began participating in a wrap-fee program. IAPD ↗foreign
$45.34B RAUM · 49 reps · 011-44-207-477-7000 · mondrian.com
Portfolio / reporting / TAMPCompliance
35
HERMES INVESTMENT MANAGEMENT LIMITED began participating in a wrap-fee program. IAPD ↗foreign
$32.02B RAUM · 127 reps · +44 207 702 0888
Portfolio / reporting / TAMPCompliance
35
NEUBERGER BERMAN CANADA ULC began participating in a wrap-fee program. IAPD ↗foreign
$11.18B RAUM · 13 reps · 416-883-6904 · nb.com
Portfolio / reporting / TAMPCompliance
reorganization — 14 Item 4A succession where the acquired firm is the same business (entity change, not a deal).
45
M.D. SASS, LLC filed an Item 4A succession naming M.D. SASS, LLC (CRD 110590) — an entity change, not a deal. IAPD ↗
$4.48B RAUM · 10 reps · 212-730-2000 · mdsass.com
Integration & migration consultingCompliance
45
EFS ADVISORS filed an Item 4A succession naming EFS ADVISORS (CRD 115211) — an entity change, not a deal. IAPD ↗
$2.04B RAUM · 53 reps · 763-689-9023 · tsainvest.com
Integration & migration consultingCompliance
43
OLD PORT ADVISORS filed an Item 4A succession naming OLD PORT ADVISORS (CRD 108228) — an entity change, not a deal. IAPD ↗
$698.4M RAUM · 9 reps · 207-774-6552
Integration & migration consultingCompliance
43
BEMANAGED filed an Item 4A succession naming BEMANAGED (CRD 140099) — an entity change, not a deal. IAPD ↗
$393.8M RAUM · 3 reps · 616.871.0751 · bemanaged.com
Integration & migration consultingCompliance
43
THAYER PARTNERS LLC filed an Item 4A succession naming THAYER PARTNERS LLC (CRD 290734) — an entity change, not a deal. IAPD ↗
$294.8M RAUM · 4 reps · 617-275-5430
Integration & migration consultingCompliance
43
HART & PATTERSON FINANCIAL GROUP LLP filed an Item 4A succession naming HART & PATTERSON FINANCIAL GROUP LLP (CRD 310639) — an entity change, not a deal. IAPD ↗
$251.4M RAUM · 2 reps · (413) 253-9454 · hartpatterson.com
Integration & migration consultingCompliance
43
NAVIGATE FINANCIAL LLC filed an Item 4A succession naming NAVIGATE FINANCIAL LLC (CRD 325945) — an entity change, not a deal. IAPD ↗
$267.4M RAUM · 1 reps · 801-905-1644 · navigatefinancial.com
Integration & migration consultingCompliance
40
EFS ASSET MANAGEMENT LLC filed an Item 4A succession naming FIVE KEYS CAPITAL ADVISORS INC. (CRD 106184) — an entity change, not a deal. IAPD ↗
$69.7M RAUM · 2 reps · 214-550-0914
Integration & migration consultingCompliance
40
GENEREUX INVESTMENT MANAGEMENT, INC. filed an Item 4A succession naming GENEREUX INVESTMENT MANAGEMENT, INC. (CRD 117436) — an entity change, not a deal. IAPD ↗
$121.9M RAUM · 1 reps · 712-256-7500 · genereux.net
Integration & migration consultingCompliance
40
RANGE ADVISORY, LLC filed an Item 4A succession naming RANGE FINANCE, INC. (CRD 321969) — an entity change, not a deal. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
Integration & migration consultingCompliance
33
INTERVEST CAPITAL PARTNERS LLC filed an Item 4A succession naming INTERVEST CAPITAL PARTNERS INC. (CRD 159681) — an entity change, not a deal. IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
Integration & migration consultingCompliance
30
DATALIGN filed an Item 4A succession naming DATALIGN (CRD 317004) — an entity change, not a deal. IAPD ↗institutional
$0 RAUM · 0 reps · 781-228-5678
Integration & migration consultingCompliance
30
LOTUS INFRASTRUCTURE PARTNERS, LP filed an Item 4A succession naming LOTUS INFRASTRUCTURE PARTNERS, LP (CRD 324015) — an entity change, not a deal. IAPD ↗fund
$6.64B RAUM · 11 reps · 203-422-7700 · lotusinfrastructure.com
Integration & migration consultingCompliance
28
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. filed an Item 4A succession naming PEAKEQUITY PARTNERS MANAGEMENT CO LP (CRD 281131) — an entity change, not a deal. IAPD ↗fund
$353.3M RAUM · 4 reps · 484-253-0001 · peakequity.com
Integration & migration consultingCompliance
acquisition — 1 Firm filed an Item 4A succession naming another adviser: a merger or acquisition between the two (the filing does not say which way the money went). Integration projects follow.
95
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP

Tributary reads the SEC's public Form ADV roster and reports what changed. It does not verify filings; confirm on IAPD before acting. Not investment, legal, or compliance advice.