← Tributary

What changed in the April 2025 SEC adviser roster

9883 events across 6779 firms · 6295 at US wealth-management firms · source: SEC Form ADV monthly roster · generated 2026-10-05

1861aum up
1400state expansion
1396headcount up
964new office
728headcount down
662planning clients up
479aum down
474aum crossed 500m
362custody started
346aum crossed 1b
223new registration
197website changed

Top 25 signals — US wealth firms

98
CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DENALI ADVISORS, LLC filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 9 reps · 858-558-3600
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
95
J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HEXIMER INVESTMENT MANAGEMENT INC. (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL NETWORK SPECIALISTS LLC (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PARADIGM ADVISORS, LLC (DALLAS, TX) is newly SEC-registered with $112.1M RAUM and 2 advisory reps. IAPD ↗
$112.1M RAUM · 2 reps · 214-756-6066 · paradigmadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
THE WEALTH CONSERVATORY (LEBANON, NH) is newly SEC-registered with $117.4M RAUM and 3 advisory reps. IAPD ↗
$117.4M RAUM · 3 reps · 800-472-1844
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RMG ADVISORS (ROCKVILLE, MD) is newly SEC-registered with $137.2M RAUM and 2 advisory reps. IAPD ↗
$137.2M RAUM · 2 reps · 301-838-4111
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SOUND FINANCIAL MANAGEMENT, INC. (RALEIGH, NC) is newly SEC-registered with $110.7M RAUM and 2 advisory reps. IAPD ↗
$110.7M RAUM · 2 reps · 919-845-6600
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTERNATIONAL ASSET MANAGEMENT (SAN MATEO, CA) is newly SEC-registered with $106.0M RAUM and 5 advisory reps. IAPD ↗
$106.0M RAUM · 5 reps · 415-358-0138 · iamadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INGRAM ADVISORY SERVICES, LLC (WINTER HAVEN, FL) is newly SEC-registered with $101.7M RAUM and 2 advisory reps. IAPD ↗
$101.7M RAUM · 2 reps · 863-326-9833 · ingramfinancialgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
COOKE WEALTH MANAGEMENT, LLC (IRVINE, CA) is newly SEC-registered with $115.8M RAUM and 2 advisory reps. IAPD ↗
$115.8M RAUM · 2 reps · 949-724-3880 · cookewm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INVESTMENT MANAGEMENT TRUST, LLC (FITCHBURG, MA) is newly SEC-registered with $106.6M RAUM and 1 advisory reps. IAPD ↗
$106.6M RAUM · 1 reps · 978-343-3344
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MARCUS CAPITAL, LLC (NORTHFIELD, IL) is newly SEC-registered with $113.0M RAUM and 2 advisory reps. IAPD ↗
$113.0M RAUM · 2 reps · 847-313-4326 · marcuscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EAGLESON ARNDT FINANCIAL ADVISORS (THOUSAND OAKS, CA) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
$121.3M RAUM · 2 reps · 805-496-8450
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BENOLD FINANCIAL PLANNING (location n/a) is newly SEC-registered with $126.1M RAUM and 2 advisory reps. IAPD ↗
$126.1M RAUM · 2 reps · 512-818-1800 · benoldfp.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ROYAL PALMS CAPITAL, LLC (ROLLING HILLS EST., CA) is newly SEC-registered with $101.1M RAUM and 1 advisory reps. IAPD ↗
$101.1M RAUM · 1 reps · 310 265-5939 · royalpalmscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CURTIS FINANCIAL PLANNING (location n/a) is newly SEC-registered with $129.6M RAUM and 1 advisory reps. IAPD ↗
$129.6M RAUM · 1 reps · (510) 451-3528 · curtisfinancialplanning.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SHANKLAND FINANCIAL ADVISORS, LLC (HENDERSONVILLE, NC) is newly SEC-registered with $118.3M RAUM and 5 advisory reps. IAPD ↗
$118.3M RAUM · 5 reps · 828-672-0003
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VIDA WEALTH PARTNERS, INC. (SANTA BARBARA, CA) is newly SEC-registered with $111.5M RAUM and 1 advisory reps. IAPD ↗
$111.5M RAUM · 1 reps · 805-962-8455 · vidawealthpartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

By buying window

Who should be calling whom this month.

CRM 3040 firms

98
CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DENALI ADVISORS, LLC filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 9 reps · 858-558-3600
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
95
J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HEXIMER INVESTMENT MANAGEMENT INC. (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL NETWORK SPECIALISTS LLC (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 3030 more in the CSV export.

Financial planning software 2688 firms

98
CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HEXIMER INVESTMENT MANAGEMENT INC. (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL NETWORK SPECIALISTS LLC (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PARADIGM ADVISORS, LLC (DALLAS, TX) is newly SEC-registered with $112.1M RAUM and 2 advisory reps. IAPD ↗
$112.1M RAUM · 2 reps · 214-756-6066 · paradigmadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 2678 more in the CSV export.

Compliance 2702 firms

98
CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DENALI ADVISORS, LLC filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 9 reps · 858-558-3600
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
95
J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HEXIMER INVESTMENT MANAGEMENT INC. (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL NETWORK SPECIALISTS LLC (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 2692 more in the CSV export.

Portfolio / reporting / TAMP 1773 firms

98
CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DENALI ADVISORS, LLC filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 9 reps · 858-558-3600
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
95
J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HEXIMER INVESTMENT MANAGEMENT INC. (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL NETWORK SPECIALISTS LLC (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 1763 more in the CSV export.

Custodian 603 firms

98
CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HEXIMER INVESTMENT MANAGEMENT INC. (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL NETWORK SPECIALISTS LLC (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PARADIGM ADVISORS, LLC (DALLAS, TX) is newly SEC-registered with $112.1M RAUM and 2 advisory reps. IAPD ↗
$112.1M RAUM · 2 reps · 214-756-6066 · paradigmadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 593 more in the CSV export.

Marketing & brand 1735 firms

98
CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HEXIMER INVESTMENT MANAGEMENT INC. (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL NETWORK SPECIALISTS LLC (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PARADIGM ADVISORS, LLC (DALLAS, TX) is newly SEC-registered with $112.1M RAUM and 2 advisory reps. IAPD ↗
$112.1M RAUM · 2 reps · 214-756-6066 · paradigmadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 1725 more in the CSV export.

Recruiting & transitions 1932 firms

85
J.P. MORGAN SECURITIES LLC grew from 7426 to 8097 advisory reps. IAPD ↗
$352.61B RAUM · 8097 reps · 800-999-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
OPPENHEIMER & CO. INC. grew from 1126 to 1295 advisory reps. IAPD ↗
$32.42B RAUM · 1295 reps · 212-668-8000 · oppenheimer.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIFTH THIRD SECURITIES, INC. grew from 722 to 788 advisory reps. IAPD ↗
$9.13B RAUM · 788 reps · 888-889-1025 · 53.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED grew from 3027 to 3045 advisory reps. IAPD ↗
$171.21B RAUM · 3045 reps · 314-342-2000 · ruderinvestmentgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRINCIPAL SECURITIES, INC. grew from 1349 to 1436 advisory reps. IAPD ↗
$14.83B RAUM · 1436 reps · 888-774-6267
CRMRecruiting & transitionsComplianceFinancial planning software
85
WILLIAM BLAIR & COMPANY L.L.C. grew from 179 to 201 advisory reps. IAPD ↗
$58.33B RAUM · 201 reps · 312-236-1600
CRMRecruiting & transitionsComplianceFinancial planning software
85
VOYA FINANCIAL ADVISORS, INC. grew from 529 to 563 advisory reps. IAPD ↗
$2.74B RAUM · 563 reps · 1-800-356-2906 · voyafinancialadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
STATE FARM INVESTMENT MANAGEMENT CORP. grew from 110 to 150 advisory reps. IAPD ↗
$11.29B RAUM · 150 reps · 800-447-0740
CRMRecruiting & transitionsComplianceFinancial planning software
85
&PARTNERS grew from 174 to 272 advisory reps. IAPD ↗
$14.15B RAUM · 272 reps · 615-255-6431 · andpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
AMERIPRISE FINANCIAL SERVICES, LLC grew from 12518 to 12636 advisory reps. IAPD ↗
$564.62B RAUM · 12636 reps · 612-671-3131
CRMRecruiting & transitionsComplianceFinancial planning software

…and 1922 more in the CSV export.

Integration & migration consulting 472 firms

95
DENALI ADVISORS, LLC filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 9 reps · 858-558-3600
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP
85
MEANS WEALTH MANAGEMENT crossed $1B in regulatory AUM ($977.0M -> $1.31B). IAPD ↗
$1.31B RAUM · 13 reps · 1-207-947-6763
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASHTON THOMAS SECURITIES, LLC crossed $1B in regulatory AUM ($409.1M -> $1.72B). IAPD ↗
$1.72B RAUM · 48 reps · 602-732-4745 · excelsecurities.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CORTLAND ASSOCIATES INC crossed $1B in regulatory AUM ($788.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 3 reps · 314-726-6164 · cortlandassociates.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WILKINS INVESTMENT COUNSEL, INC crossed $1B in regulatory AUM ($651.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 6 reps · 617-951-9969 · wilkinsinvest.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TOTH FINANCIAL ADVISORY CORP crossed $1B in regulatory AUM ($865.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 703-443-8684
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ACADEMY CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($896.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 254-751-0555 · academycapitalmgmt.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SIGNET FINANCIAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($949.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 13 reps · (973) 543-6660
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
O'BRIEN WEALTH PARTNERS LLC crossed $1B in regulatory AUM ($962.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 11 reps · 617-547-6717
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JAY A. FISHMAN, LTD crossed $1B in regulatory AUM ($959.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 4 reps · 248-740-9400 · jaf-ltd.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

…and 462 more in the CSV export.

Fund administration 39 firms

75
HANTZ FINANCIAL SERVICES, INC. now reports 1 private fund(s) ($0 gross). IAPD ↗
$7.82B RAUM · 293 reps · 248-304-2855 · hantzgroup.com
Fund administrationCompliance
75
FIRST TRUST ADVISORS LP now reports 1 private fund(s) ($65.0M gross). IAPD ↗
$256.33B RAUM · 125 reps · 630-765-8000
Fund administrationCompliance
75
ALM FIRST FINANCIAL ADVISORS LLC now reports 1 private fund(s) ($28.9M gross). IAPD ↗
$68.88B RAUM · 10 reps · 800-752-4628
Fund administrationCompliance
75
HAMILTON CAPITAL now reports 2 private fund(s) ($18.2M gross). IAPD ↗
$4.38B RAUM · 50 reps · 614-273-1000 · dynamicalternativesfund.com
Fund administrationCompliance
75
TLG ADVISORS, INC. now reports 10 private fund(s) ($96.8M gross). IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
Fund administrationCompliance
75
JAFFE TILCHIN INVESTMENT PARTNERS, LLC now reports 1 private fund(s) ($1.7M gross). IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
Fund administrationCompliance
75
WINTHROP CAPITAL MANAGEMENT now reports 1 private fund(s) ($290.8M gross). IAPD ↗
$3.90B RAUM · 8 reps · 317-663-7500 · winthropcm.com
Fund administrationCompliance
75
FFT WEALTH MANAGEMENT now reports 1 private fund(s) ($0 gross). IAPD ↗
$6.05B RAUM · 26 reps · 610-545-6100 · fftwealth.com
Fund administrationCompliance
75
CWA ASSET MANAGEMENT GROUP now reports 1 private fund(s) ($14.3M gross). IAPD ↗
$3.34B RAUM · 30 reps · 239-434-7434
Fund administrationCompliance
75
INTEGRATED ADVISORS NETWORK LLC now reports 1 private fund(s) ($12.8M gross). IAPD ↗
$4.59B RAUM · 83 reps · 855-729-4222 · zimwags.com
Fund administrationCompliance

…and 29 more in the CSV export.

Office IT & facilities 730 firms

55
J.P. MORGAN SECURITIES LLC added office(s): 3411 -> 3559 additional locations. IAPD ↗
$352.61B RAUM · 8097 reps · 800-999-2000
Office IT & facilitiesCRMRecruiting & transitions
55
OPPENHEIMER & CO. INC. added office(s): 117 -> 123 additional locations. IAPD ↗
$32.42B RAUM · 1295 reps · 212-668-8000 · oppenheimer.com
Office IT & facilitiesCRMRecruiting & transitions
55
ESI FINANCIAL ADVISORS added office(s): 230 -> 257 additional locations. IAPD ↗
$2.45B RAUM · 430 reps · 800-344-7437 · equity-services.com
Office IT & facilitiesCRMRecruiting & transitions
55
GOLDMAN SACHS & CO. LLC added office(s): 24 -> 35 additional locations. IAPD ↗
$233.16B RAUM · 2318 reps · 212-902-1000
Office IT & facilitiesCRMRecruiting & transitions
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED added office(s): 460 -> 486 additional locations. IAPD ↗
$171.21B RAUM · 3045 reps · 314-342-2000 · ruderinvestmentgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRINCIPAL SECURITIES, INC. added office(s): 384 -> 437 additional locations. IAPD ↗
$14.83B RAUM · 1436 reps · 888-774-6267
Office IT & facilitiesCRMRecruiting & transitions
55
WILLIAM BLAIR & COMPANY L.L.C. added office(s): 9 -> 10 additional locations. IAPD ↗
$58.33B RAUM · 201 reps · 312-236-1600
Office IT & facilitiesCRMRecruiting & transitions
55
DAVENPORT & COMPANY LLC added office(s): 26 -> 29 additional locations. IAPD ↗
$22.47B RAUM · 216 reps · 804-780-2000
Office IT & facilitiesCRMRecruiting & transitions
55
MEANS WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations. IAPD ↗
$1.31B RAUM · 13 reps · 1-207-947-6763
Office IT & facilitiesCRMRecruiting & transitions
55
STATE FARM INVESTMENT MANAGEMENT CORP. added office(s): 0 -> 17 additional locations. IAPD ↗
$11.29B RAUM · 150 reps · 800-447-0740
Office IT & facilitiesCRMRecruiting & transitions

…and 720 more in the CSV export.

M&A & valuation 585 firms

65
CONCOURSE FINANCIAL GROUP ADVISORS (BIRMINGHAM, AL) left the SEC roster (was $4.37B RAUM, 566 reps). IAPD ↗
$4.37B RAUM · 566 reps · 800-288-3035
Recruiting & transitionsM&A & valuation
65
HALL CAPITAL PARTNERS LLC (SAN FRANCISCO, CA) left the SEC roster (was $50.30B RAUM, 29 reps). IAPD ↗
$50.30B RAUM · 29 reps · 415-288-0544
Recruiting & transitionsM&A & valuation
65
JANICZEK WEALTH MANAGEMENT (DENVER, CO) left the SEC roster (was $1.12B RAUM, 5 reps). IAPD ↗
$1.12B RAUM · 5 reps · 303-721-7000 · janiczek.com
Recruiting & transitionsM&A & valuation
65
DELTA FINANCIAL GROUP, INC. (BASKING RIDGE, NJ) left the SEC roster (was $1.20B RAUM, 4 reps). IAPD ↗
$1.20B RAUM · 4 reps · 908-542-9400 · deltafinancialgroup.com
Recruiting & transitionsM&A & valuation
65
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (SAN FRANCISCO, CA) left the SEC roster (was $86.27B RAUM, 603 reps). IAPD ↗
$86.27B RAUM · 603 reps · 415-392-1400 · firstrepublic.com
Recruiting & transitionsM&A & valuation
65
GELLER ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $5.91B RAUM, 15 reps). IAPD ↗
$5.91B RAUM · 15 reps · (888) 462-3033
Recruiting & transitionsM&A & valuation
65
EXECUTIVE WEALTH MANAGEMENT, LLC (BRIGHTON, MI) left the SEC roster (was $1.44B RAUM, 29 reps). IAPD ↗
$1.44B RAUM · 29 reps · 810-229-6446 · ewmadvisors.com
Recruiting & transitionsM&A & valuation
65
CAMPBELL WEALTH MANAGEMENT, INC. (ALEXANDRIA, VA) left the SEC roster (was $1.00B RAUM, 10 reps). IAPD ↗
$1.00B RAUM · 10 reps · 703-535-5300
Recruiting & transitionsM&A & valuation
65
BISON WEALTH, LLC (ATLANTA, GA) left the SEC roster (was $1.61B RAUM, 34 reps). IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
Recruiting & transitionsM&A & valuation
65
MERRIMAN (SEATTLE, WA) left the SEC roster (was $3.61B RAUM, 32 reps). IAPD ↗
$3.61B RAUM · 32 reps · 800-423-4893
Recruiting & transitionsM&A & valuation

…and 575 more in the CSV export.

Everything else — all segments

aum up — 1861 Regulatory AUM up >=25% since last filing.
75
&PARTNERS reported RAUM up 1106% ($1.17B -> $14.15B). IAPD ↗
$14.15B RAUM · 272 reps · 615-255-6431 · andpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
OSAIC WEALTH, INC. reported RAUM up 112% ($94.56B -> $200.27B). IAPD ↗
$200.27B RAUM · 6276 reps · 800-821-5100 · icmfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
BROOKFIELD PUBLIC SECURITIES GROUP LLC reported RAUM up 123% ($21.66B -> $48.29B). IAPD ↗
$48.29B RAUM · 38 reps · 212-549-8400 · publicsecurities.brookfield.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
U.S. BANCORP ASSET MANAGEMENT, INC. reported RAUM up 129% ($176.09B -> $402.82B). IAPD ↗
$402.82B RAUM · 63 reps · 717-232-2723 · usbancorpassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
GALLAGHER FIDUCIARY ADVISORS, LLC reported RAUM up 1128% ($10.24B -> $125.75B). IAPD ↗
$125.75B RAUM · 160 reps · 212-330-1011 · ajg.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
GOTHAM ASSET MANAGEMENT, LLC reported RAUM up 92% ($6.31B -> $12.13B). IAPD ↗
$12.13B RAUM · 19 reps · 212-319-4100 · gothametfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
FFT WEALTH MANAGEMENT reported RAUM up 94% ($3.13B -> $6.05B). IAPD ↗
$6.05B RAUM · 26 reps · 610-545-6100 · fftwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
PATHSTONE reported RAUM up 108% ($48.26B -> $100.44B). IAPD ↗
$100.44B RAUM · 342 reps · 201-944-7284
Portfolio / reporting / TAMPCRMFinancial planning software
75
FOCUS PARTNERS WEALTH, LLC reported RAUM up 347% ($21.47B -> $95.89B). IAPD ↗
$95.89B RAUM · 945 reps · 617-723-8200
Portfolio / reporting / TAMPCRMFinancial planning software
75
TIDAL INVESTMENTS LLC reported RAUM up 140% ($11.33B -> $27.26B). IAPD ↗
$27.26B RAUM · 19 reps · 855-843-2534 · tidalfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
HOOD RIVER CAPITAL MANAGEMENT LLC reported RAUM up 85% ($3.70B -> $6.86B). IAPD ↗
$6.86B RAUM · 19 reps · 561-484-5699
Portfolio / reporting / TAMPCRMFinancial planning software
75
APTUS CAPITAL ADVISORS, LLC reported RAUM up 86% ($5.29B -> $9.86B). IAPD ↗
$9.86B RAUM · 19 reps · 251-517-7198 · aptuscapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
BOWIE CAPITAL MANAGEMENT, LLC reported RAUM up 115% ($1.03B -> $2.21B). IAPD ↗
$2.21B RAUM · 4 reps · 214-712-4951 · bowiecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
OSAIC ADVISORY SERVICES, LLC reported RAUM up 152% ($4.94B -> $12.47B). IAPD ↗
$12.47B RAUM · 389 reps · 866-580-8219 · indiconinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
ETF ARCHITECT reported RAUM up 75% ($9.16B -> $16.05B). IAPD ↗
$16.05B RAUM · 8 reps · 1.215.882.9983 · etfarchitect.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
COMPOUND PLANNING, INC. reported RAUM up 117% ($1.40B -> $3.03B). IAPD ↗
$3.03B RAUM · 48 reps · 888-533-9364 · opturaadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC reported RAUM up 112% ($1.02B -> $2.16B). IAPD ↗
$2.16B RAUM · 5 reps · (901) 435-4250
Portfolio / reporting / TAMPCRMFinancial planning software
75
VESTMARK ADVISORY SOLUTIONS, INC. reported RAUM up 78% ($5.64B -> $10.02B). IAPD ↗
$10.02B RAUM · 12 reps · 888-355-0477
Portfolio / reporting / TAMPCRMFinancial planning software
75
HUMAN INTEREST ADVISORS LLC reported RAUM up 92% ($3.45B -> $6.61B). IAPD ↗
$6.61B RAUM · 1 reps · (855) 622-7824 · humaninterest.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
KOVITZ INVESTMENT GROUP PARTNERS, LLC reported RAUM up 181% ($11.29B -> $31.73B). IAPD ↗
$31.73B RAUM · 181 reps · 312-334-7300
Portfolio / reporting / TAMPCRMFinancial planning software
75
TAIKO reported RAUM up 199% ($1.42B -> $4.25B). IAPD ↗
$4.25B RAUM · 2 reps · 312-300-4781 · advisor-os.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
KINGSWOOD WEALTH ADVISORS, LLC reported RAUM up 137% ($1.04B -> $2.47B). IAPD ↗
$2.47B RAUM · 73 reps · 800-535-6981 · kingswoodus.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
ATOM INVESTORS LP reported RAUM up 92% ($1.72B -> $3.30B). IAPD ↗
$3.30B RAUM · 6 reps · (737) 249-0292
Portfolio / reporting / TAMPCRMFinancial planning software
75
QUANTINNO CAPITAL MANAGEMENT LP reported RAUM up 233% ($4.30B -> $14.32B). IAPD ↗
$14.32B RAUM · 5 reps · (212) 313-9431 · quantinno.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
VISE AI ADVISORS reported RAUM up 103% ($1.07B -> $2.18B). IAPD ↗
$2.18B RAUM · 21 reps · 201-375-3969
Portfolio / reporting / TAMPCRMFinancial planning software
75
FARTHER reported RAUM up 170% ($2.18B -> $5.88B). IAPD ↗
$5.88B RAUM · 250 reps · 628-246-8004
Portfolio / reporting / TAMPCRMFinancial planning software
75
ALIYA CAPITAL PARTNERS LLC reported RAUM up 97% ($1.00B -> $1.98B). IAPD ↗
$1.98B RAUM · 8 reps · 305-831-4999
Portfolio / reporting / TAMPCRMFinancial planning software
75
CONFLUENCE FINANCIAL PARTNERS reported RAUM up 79% ($3.06B -> $5.45B). IAPD ↗
$5.45B RAUM · 37 reps · 724-271-8801
Portfolio / reporting / TAMPCRMFinancial planning software
75
THE BALDWIN GROUP WEALTH ADVISORS, LLC reported RAUM up 338% ($4.81B -> $21.04B). IAPD ↗
$21.04B RAUM · 36 reps · 813-934-2743 · baldwin.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC reported RAUM up 866% ($11.36B -> $109.76B). IAPD ↗
$109.76B RAUM · 6 reps · 515-221-4879
Portfolio / reporting / TAMPCRMFinancial planning software
75
ADVISOR PARTNERS reported RAUM up 127% ($3.38B -> $7.67B). IAPD ↗
$7.67B RAUM · 9 reps · 888-265-2257 · advisorpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
STRIVE ASSET MANAGEMENT reported RAUM up 91% ($1.08B -> $2.06B). IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
Portfolio / reporting / TAMPCRMFinancial planning software
75
MODERN WEALTH MANAGEMENT, LLC reported RAUM up 197% ($2.07B -> $6.15B). IAPD ↗
$6.15B RAUM · 54 reps · 913-393-1000 · erstpa.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
KAUFMAN HALL INVESTMENT MANAGEMENT reported RAUM up 83% ($1.26B -> $2.31B). IAPD ↗
$2.31B RAUM · 7 reps · 224-7243809 · khim.com
Portfolio / reporting / TAMPCRMFinancial planning software
74
SAROFIM TRUST CO reported RAUM up 71% ($7.14B -> $12.17B). IAPD ↗
$12.17B RAUM · 21 reps · 713-654-4484
Portfolio / reporting / TAMPCRMFinancial planning software
74
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC reported RAUM up 75% ($6.67B -> $11.66B). IAPD ↗
$11.66B RAUM · 14 reps · 617-235-7100
Portfolio / reporting / TAMPCRMFinancial planning software
74
MULTNOMAH GROUP, INC. reported RAUM up 70% ($1.31B -> $2.22B). IAPD ↗
$2.22B RAUM · 14 reps · 503-772-0159
Portfolio / reporting / TAMPCRMFinancial planning software
74
REGAN CAPITAL reported RAUM up 73% ($1.21B -> $2.10B). IAPD ↗
$2.10B RAUM · 3 reps · 214-550-1710
Portfolio / reporting / TAMPCRMFinancial planning software
74
VERNAL POINT ADVISORS, LLC reported RAUM up 72% ($1.59B -> $2.74B). IAPD ↗
$2.74B RAUM · 7 reps · 415-237-3530 · vernalpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
74
LEO WEALTH, LLC reported RAUM up 75% ($1.52B -> $2.66B). IAPD ↗
$2.66B RAUM · 32 reps · 817-354-1090
Portfolio / reporting / TAMPCRMFinancial planning software
74
TOWNSQUARE CAPITAL, LLC reported RAUM up 71% ($8.78B -> $14.99B). IAPD ↗
$14.99B RAUM · 8 reps · 385-375-8650 · orion.com
Portfolio / reporting / TAMPCRMFinancial planning software
74
MERCURY ADVISORY, LLC reported RAUM up 73% ($6.40B -> $11.07B). IAPD ↗
$11.07B RAUM · 3 reps · 415-878-1068
Portfolio / reporting / TAMPCRMFinancial planning software
74
CORDOBA ADVISORY PARTNERS LLC reported RAUM up 72% ($1.52B -> $2.61B). IAPD ↗
$2.61B RAUM · 6 reps · (917) 746-4806 · cordobapartners.co
Portfolio / reporting / TAMPCRMFinancial planning software
74
THE ASCENT GROUP, LLC reported RAUM up 71% ($2.88B -> $4.93B). IAPD ↗
$4.93B RAUM · 4 reps · 757-499-8300 · tagwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
M. E. ALLISON & CO., INC. reported RAUM up 97% ($145.9M -> $287.4M). IAPD ↗
$287.4M RAUM · 10 reps · 210-930-4000 · meallison.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
INDEPENDENT FINANCIAL GROUP, LLC reported RAUM up 68% ($6.75B -> $11.32B). IAPD ↗
$11.32B RAUM · 484 reps · 858-436-3180 · ifgsd.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
LIFEMARK SECURITIES CORP. reported RAUM up 88% ($246.1M -> $461.5M). IAPD ↗
$461.5M RAUM · 88 reps · 585-424-5672 · lifemark.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PRIMESOLUTIONS ADVISORS, LLC reported RAUM up 126% ($178.3M -> $402.6M). IAPD ↗
$402.6M RAUM · 1 reps · 412-818-5780 · primesolutionsadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PINNACLE WEALTH ADVISORS reported RAUM up 128% ($202.1M -> $461.4M). IAPD ↗
$461.4M RAUM · 9 reps · 503-654-5100 · thinkpinnacle.com.
Portfolio / reporting / TAMPCRMFinancial planning software
73
CWC ADVISORS, LLC reported RAUM up 158% ($163.5M -> $421.5M). IAPD ↗
$421.5M RAUM · 8 reps · 503-968-0950 · cwcadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
EMERSON EQUITY LLC reported RAUM up 86% ($176.2M -> $327.9M). IAPD ↗
$327.9M RAUM · 72 reps · 650-312-0200 · emersonequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
ACCUVEST GLOBAL ADVISORS, INC. reported RAUM up 81% ($518.0M -> $937.7M). IAPD ↗
$937.7M RAUM · 4 reps · 925-930-2882
Portfolio / reporting / TAMPCRMFinancial planning software
73
HAMMOND ILES WEALTH ADVISORS reported RAUM up 262% ($107.1M -> $387.4M). IAPD ↗
$387.4M RAUM · 4 reps · 860-258-2600
Portfolio / reporting / TAMPCRMFinancial planning software
73
DAI WEALTH, LLC reported RAUM up 75% ($152.5M -> $267.4M). IAPD ↗
$267.4M RAUM · 32 reps · 404-531-7080 · goodcounselwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
CAPITAL INNOVATIONS, LLC reported RAUM up 83% ($204.3M -> $372.9M). IAPD ↗
$372.9M RAUM · 4 reps · 262-746-3100 · capinnovations.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
AGH WEALTH ADVISORS, LLC reported RAUM up 123% ($197.2M -> $439.9M). IAPD ↗
$439.9M RAUM · 5 reps · 316-267-3220 · aghwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
MONEX ASSET MANAGEMENT, INC. reported RAUM up 92% ($200.9M -> $386.3M). IAPD ↗
$386.3M RAUM · 14 reps · 713-877-8234 · monexsec.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
CONVERGENCE INVESTMENT PARTNERS, LLC reported RAUM up 99% ($233.5M -> $464.8M). IAPD ↗
$464.8M RAUM · 4 reps · 561-494-8001
Portfolio / reporting / TAMPCRMFinancial planning software
73
TILIA FIDUCIARY PARTNERS, INC. reported RAUM up 139% ($173.0M -> $413.9M). IAPD ↗
$413.9M RAUM · 4 reps · 910-679-4093 · tiliapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
BATTERY GLOBAL ADVISORS, LLC reported RAUM up 67% ($4.12B -> $6.90B). IAPD ↗
$6.90B RAUM · 12 reps · 617-948-3800 · bga.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
BERNARD WEALTH MANAGEMENT CORP. reported RAUM up 75% ($158.9M -> $278.4M). IAPD ↗
$278.4M RAUM · 4 reps · 248-556-2900
Portfolio / reporting / TAMPCRMFinancial planning software
73
TAIBER, KOSMALA & ASSOCIATES, LLC reported RAUM up 338% ($114.0M -> $499.8M). IAPD ↗
$499.8M RAUM · 15 reps · 312-300-4781
Portfolio / reporting / TAMPCRMFinancial planning software
73
STEEL TOWER INVESTMENTS reported RAUM up 160% ($115.6M -> $300.7M). IAPD ↗
$300.7M RAUM · 4 reps · 412-586-2060 · upswia.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
FOUNDATION WEALTH MANAGEMENT, LLC reported RAUM up 95% ($167.3M -> $326.8M). IAPD ↗
$326.8M RAUM · 4 reps · (610) 548-7170
Portfolio / reporting / TAMPCRMFinancial planning software
73
LIQUID STRATEGIES, LLC reported RAUM up 82% ($522.7M -> $950.4M). IAPD ↗
$950.4M RAUM · 4 reps · 800-970-2725 · overlayshares.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PROSPERITY WEALTH MANAGEMENT, INC. reported RAUM up 82% ($243.4M -> $442.2M). IAPD ↗
$442.2M RAUM · 47 reps · 925-791-4444 · thinkfloresfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
EASTGATE CAPITAL ADVISORS LLC reported RAUM up 98% ($132.5M -> $263.0M). IAPD ↗
$263.0M RAUM · 3 reps · 312-690-4900 · eastgateca.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
NICHOLAS WEALTH MANAGEMENT reported RAUM up 104% ($203.1M -> $413.7M). IAPD ↗
$413.7M RAUM · 10 reps · 404-890-5606
Portfolio / reporting / TAMPCRMFinancial planning software
73
MONORAIL SECURITIES LLC reported RAUM up 200818% ($146,815 -> $295.0M). IAPD ↗
$295.0M RAUM · 3 reps · (941) 925-2121 · monorail.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
VANGUARD PERSONALIZED INDEXING MANAGEMENT reported RAUM up 67% ($4.35B -> $7.26B). IAPD ↗
$7.26B RAUM · 4 reps · 844-317-5190
Portfolio / reporting / TAMPCRMFinancial planning software
73
GANIM PRIVATE WEALTH reported RAUM up 99% ($131.5M -> $262.0M). IAPD ↗
$262.0M RAUM · 6 reps · (203) 335-0851 · ganimfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
XYPN INVEST reported RAUM up 141% ($133.3M -> $321.0M). IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · charlesmichaelfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
THE PROFESSIONAL FINANCIAL COMPANY LLC reported RAUM up 75% ($206.2M -> $361.1M). IAPD ↗
$361.1M RAUM · 3 reps · (801) 701-2345
Portfolio / reporting / TAMPCRMFinancial planning software
73
WESTWOOD WEALTH MANAGEMENT reported RAUM up 83% ($185.0M -> $338.8M). IAPD ↗
$338.8M RAUM · 2 reps · (424) 255-3120 · wwmgmt.co
Portfolio / reporting / TAMPCRMFinancial planning software
73
GO INVEST LLC reported RAUM up 183% ($148.6M -> $420.9M). IAPD ↗
$420.9M RAUM · 1 reps · 801-614-4914 · goinvest.us
Portfolio / reporting / TAMPCRMFinancial planning software
73
VAN CLEMENS WEALTH MANAGEMENT, LLC reported RAUM up 209% ($105.9M -> $327.2M). IAPD ↗
$327.2M RAUM · 18 reps · 612-758-9140 · vanclemens.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
DEW POINT CAPITAL reported RAUM up 127% ($161.5M -> $366.6M). IAPD ↗
$366.6M RAUM · 2 reps · 410-258-2174 · dewpointcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
VANTAGE POINT FINANCIAL, LLC reported RAUM up 81% ($237.9M -> $430.7M). IAPD ↗
$430.7M RAUM · 16 reps · (331) 204-6212
Portfolio / reporting / TAMPCRMFinancial planning software
73
BURKHOLDER WEALTH MANAGEMENT reported RAUM up 77% ($144.0M -> $255.1M). IAPD ↗
$255.1M RAUM · 4 reps · 918-727-7100
Portfolio / reporting / TAMPCRMFinancial planning software
73
SYNERGY INVESTMENT MANAGEMENT LLC reported RAUM up 354% ($101.6M -> $461.2M). IAPD ↗
$461.2M RAUM · 9 reps · 321-203-4458
Portfolio / reporting / TAMPCRMFinancial planning software
73
SEEDS INVESTOR LLC reported RAUM up 194% ($165.5M -> $485.6M). IAPD ↗
$485.6M RAUM · 5 reps · (212) 287-7370
Portfolio / reporting / TAMPCRMFinancial planning software
73
CARRICK LANE LLC reported RAUM up 66% ($1.44B -> $2.38B). IAPD ↗
$2.38B RAUM · 5 reps · 212-433-8450 · carricklane.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
SKYVIEW FINANCIAL GROUP, LLC reported RAUM up 166% ($103.0M -> $273.9M). IAPD ↗
$273.9M RAUM · 2 reps · (888) 406-0444
Portfolio / reporting / TAMPCRMFinancial planning software
73
REDEMPTION CAPITAL reported RAUM up 119% ($121.1M -> $265.5M). IAPD ↗
$265.5M RAUM · 2 reps · 432-236-0866 · redcapllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
CITY DIFFERENT INVESTMENTS reported RAUM up 132% ($114.6M -> $265.8M). IAPD ↗
$265.8M RAUM · 8 reps · 505-416-4550
Portfolio / reporting / TAMPCRMFinancial planning software
73
GALLIOTT CAPITAL ADVISORS, LLC reported RAUM up 122% ($118.2M -> $261.9M). IAPD ↗
$261.9M RAUM · 2 reps · 310-362-3320 · galliott.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
EVERSTAR ASSET MANAGEMENT, LLC reported RAUM up 137% ($131.4M -> $311.5M). IAPD ↗
$311.5M RAUM · 6 reps · 440-376-1629 · everstarassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
BLACK DIAMOND FINANCIAL, LLC reported RAUM up 83% ($199.6M -> $365.5M). IAPD ↗
$365.5M RAUM · 2 reps · 201-214-2104 · bdfria.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
THEPARTNERS WEALTH MANAGEMENT reported RAUM up 163% ($172.5M -> $454.5M). IAPD ↗
$454.5M RAUM · 19 reps · 800-324-3010 · twsfinancialplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
GALAPAGOS ADVISORY LLC reported RAUM up 158% ($106.6M -> $274.9M). IAPD ↗
$274.9M RAUM · 4 reps · 3055155878 · galapagoscapital.us
Portfolio / reporting / TAMPCRMFinancial planning software
73
OUTWING PRIVATE WEALTH MANAGEMENT reported RAUM up 85% ($163.3M -> $302.3M). IAPD ↗
$302.3M RAUM · 1 reps · (805) 880-9464 · outwingwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
IDB LIDO WEALTH, LLC reported RAUM up 261% ($93.6M -> $338.0M). IAPD ↗
$338.0M RAUM · 14 reps · 646-839-9793 · idblidowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
ONEASCENT FAMILY OFFICES reported RAUM up 284% ($93.8M -> $360.2M). IAPD ↗
$360.2M RAUM · 6 reps · (205) 313-9142 · sovereignfamilyoffice.co
Portfolio / reporting / TAMPCRMFinancial planning software
73
BULL HARBOR CAPITAL LLC. reported RAUM up 98% ($173.9M -> $344.0M). IAPD ↗
$344.0M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
MARIDEA WEALTH MANAGEMENT reported RAUM up 1763% ($25.2M -> $469.2M). IAPD ↗
$469.2M RAUM · 15 reps · 347-289-5227 · hartshornegroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
FARTHER ASSET MANAGEMENT, LLC reported RAUM up 623% ($40.2M -> $290.6M). IAPD ↗
$290.6M RAUM · 2 reps · 628-246-8004
Portfolio / reporting / TAMPCRMFinancial planning software
73
J. STERN & CO., LLC reported RAUM up 1405% ($25.0M -> $376.3M). IAPD ↗
$376.3M RAUM · 0 reps · 212-219-0200 · jsternco.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
TRIAD WEALTH PARTNERS, LLC reported RAUM up 177% ($153.4M -> $425.0M). IAPD ↗
$425.0M RAUM · 13 reps · 785-830-0000 · triadwealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
ATEGENOS CAPITAL, LLC reported RAUM up 257% ($130.6M -> $466.4M). IAPD ↗
$466.4M RAUM · 5 reps · 1-800-461-3205 · ategenoscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
FOGUTH WEALTH MANAGEMENT, LLC. reported RAUM up 86% ($237.0M -> $439.6M). IAPD ↗
$439.6M RAUM · 29 reps · (810) 522-5650
Portfolio / reporting / TAMPCRMFinancial planning software
73
STONEBRIDGE WEALTH SYSTEMS LLC reported RAUM up 171% ($102.0M -> $276.0M). IAPD ↗
$276.0M RAUM · 9 reps · 308-698-0144 · stonebridgeiwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
WEALTHCARE CAPITAL PARTNERS, LLC reported RAUM up 106% ($160.6M -> $330.9M). IAPD ↗
$330.9M RAUM · 9 reps · 804.644.4711
Portfolio / reporting / TAMPCRMFinancial planning software
73
OWL CREEK WEALTH PARTNERS reported RAUM up 76% ($205.9M -> $363.0M). IAPD ↗
$363.0M RAUM · 1 reps · 303-409-4409 · owlcreekwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
DOMINION PORTFOLIO MANAGEMENT, INC. reported RAUM up 71% ($153.0M -> $261.3M). IAPD ↗
$261.3M RAUM · 20 reps · 813-264-0440
Portfolio / reporting / TAMPCRMFinancial planning software
72
MWA FINANCIAL SERVICES, INC. reported RAUM up 74% ($216.1M -> $376.9M). IAPD ↗
$376.9M RAUM · 134 reps · 309-558-3100
Portfolio / reporting / TAMPCRMFinancial planning software
72
ARGOS CAPITAL PARTNERS, LLC reported RAUM up 62% ($1.63B -> $2.64B). IAPD ↗
$2.64B RAUM · 13 reps · 314-898-9893 · argoscapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
DAVIES FINANCIAL ADVISORS, INC. reported RAUM up 74% ($165.3M -> $288.2M). IAPD ↗
$288.2M RAUM · 7 reps · 951-677-3960 · ajdavies.net
Portfolio / reporting / TAMPCRMFinancial planning software
72
COASTAL BRIDGE ADVISORS reported RAUM up 63% ($2.81B -> $4.60B). IAPD ↗
$4.60B RAUM · 22 reps · 203-683-1530
Portfolio / reporting / TAMPCRMFinancial planning software
72
PROSPERITY CAPITAL ADVISORS reported RAUM up 64% ($2.25B -> $3.68B). IAPD ↗
$3.68B RAUM · 102 reps · 888-240-0064
Portfolio / reporting / TAMPCRMFinancial planning software
72
ALPHASTAR CAPITAL MANAGEMENT reported RAUM up 61% ($1.15B -> $1.84B). IAPD ↗
$1.84B RAUM · 109 reps · 855-340-2514 · alphastarcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
NEW HOLLAND CAPITAL, LLC reported RAUM up 61% ($10.85B -> $17.49B). IAPD ↗
$17.49B RAUM · 24 reps · 212-600-9200
Portfolio / reporting / TAMPCRMFinancial planning software
72
PHILLIPS AND COMPANY ADVISORS LLC reported RAUM up 61% ($1.41B -> $2.28B). IAPD ↗
$2.28B RAUM · 14 reps · 503-224-0858
Portfolio / reporting / TAMPCRMFinancial planning software
72
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. reported RAUM up 72% ($270.2M -> $465.1M). IAPD ↗
$465.1M RAUM · 26 reps · 860.973.3214
Portfolio / reporting / TAMPCRMFinancial planning software
72
CORNERSTONE WEALTH reported RAUM up 63% ($1.29B -> $2.11B). IAPD ↗
$2.11B RAUM · 50 reps · 704-987-3410
Portfolio / reporting / TAMPCRMFinancial planning software
72
FORTRESS PRIVATE LEDGER, LLC reported RAUM up 72% ($200.7M -> $346.1M). IAPD ↗
$346.1M RAUM · 15 reps · 919-322-2761 · myept.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC reported RAUM up 65% ($3.93B -> $6.47B). IAPD ↗
$6.47B RAUM · 93 reps · 617-563-7000 · clearingcustody.fidelity.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
ELYXIUM WEALTH LLC reported RAUM up 74% ($260.4M -> $452.7M). IAPD ↗
$452.7M RAUM · 4 reps · (310) 221-8349*224 · elyxwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
BLACKHILL CAPITAL, INC reported RAUM up 55% ($1.29B -> $2.00B). IAPD ↗
$2.00B RAUM · 2 reps · 973-984-7014 · blackhillcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
CETERA INVESTMENT ADVISERS LLC reported RAUM up 57% ($104.47B -> $163.79B). IAPD ↗
$163.79B RAUM · 6825 reps · 310-257-7880 · ceteraholdings.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC reported RAUM up 70% ($563.8M -> $956.1M). IAPD ↗
$956.1M RAUM · 14 reps · 719-478-7036
Portfolio / reporting / TAMPCRMFinancial planning software
71
EP WEALTH ADVISORS reported RAUM up 59% ($22.32B -> $35.57B). IAPD ↗
$35.57B RAUM · 214 reps · 310-543-4559
Portfolio / reporting / TAMPCRMFinancial planning software
71
MERCER INVESTMENTS LLC reported RAUM up 56% ($129.79B -> $202.62B). IAPD ↗
$202.62B RAUM · 710 reps · 617-747-9500
Portfolio / reporting / TAMPCRMFinancial planning software
71
FOCUSED WEALTH MANAGEMENT, INC. reported RAUM up 60% ($1.18B -> $1.89B). IAPD ↗
$1.89B RAUM · 13 reps · 845-691-4035
Portfolio / reporting / TAMPCRMFinancial planning software
71
CREWE ADVISORS reported RAUM up 55% ($1.62B -> $2.51B). IAPD ↗
$2.51B RAUM · 16 reps · 385-355-2700 · crewe.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
THE FIDUCIARY ALLIANCE reported RAUM up 57% ($1.23B -> $1.92B). IAPD ↗
$1.92B RAUM · 38 reps · 864-385-7999
Portfolio / reporting / TAMPCRMFinancial planning software
71
55IP reported RAUM up 60% ($17.48B -> $27.92B). IAPD ↗
$27.92B RAUM · 75 reps · 617-960-9559 · 55-ip.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
NAPATREE CAPITAL LLC reported RAUM up 66% ($156.8M -> $260.0M). IAPD ↗
$260.0M RAUM · 4 reps · (401) 868-1115
Portfolio / reporting / TAMPCRMFinancial planning software
71
BOSTON FAMILY ADVISORS LLC reported RAUM up 68% ($169.2M -> $284.9M). IAPD ↗
$284.9M RAUM · 6 reps · (617) 963-0904
Portfolio / reporting / TAMPCRMFinancial planning software
71
EAGLEBROOK ADVISORS reported RAUM up 66% ($211.1M -> $350.2M). IAPD ↗
$350.2M RAUM · 4 reps · 786-807-7374
Portfolio / reporting / TAMPCRMFinancial planning software
71
JVP MANAGEMENT reported RAUM up 57% ($2.79B -> $4.38B). IAPD ↗
$4.38B RAUM · 10 reps · 214-392-5737
Portfolio / reporting / TAMPCRMFinancial planning software
71
CONCURRENT INVESTMENT ADVISORS, LLC reported RAUM up 58% ($6.26B -> $9.90B). IAPD ↗
$9.90B RAUM · 137 reps · 813-709-8800 · brickhousews.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
NDURE GLOBAL LLC reported RAUM up 67% ($183.2M -> $305.6M). IAPD ↗
$305.6M RAUM · 1 reps · 917-536-7703
Portfolio / reporting / TAMPCRMFinancial planning software
71
ORG WEALTH PARTNERS reported RAUM up 68% ($247.9M -> $415.8M). IAPD ↗
$415.8M RAUM · 5 reps · 214-440-3909 · abmeyerwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
BRIGHTON SECURITIES CORP. reported RAUM up 61% ($611.9M -> $986.2M). IAPD ↗
$986.2M RAUM · 27 reps · 585-473-3590 · brightonsecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
MARQUETTE ASSOCIATES, INC. reported RAUM up 55% ($22.95B -> $35.57B). IAPD ↗
$35.57B RAUM · 57 reps · 312-527-5500
Portfolio / reporting / TAMPCRMFinancial planning software
70
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported RAUM up 55% ($7.98B -> $12.33B). IAPD ↗
$12.33B RAUM · 97 reps · 612-376-4777 · claconnect.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
MARVIN & PALMER ASSOCIATES reported RAUM up 78% ($94.9M -> $169.0M). IAPD ↗
$169.0M RAUM · 4 reps · 302-573-3570 · marvinandpalmer.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
HORIZON KINETICS ASSET MANAGEMENT LLC reported RAUM up 51% ($6.50B -> $9.84B). IAPD ↗
$9.84B RAUM · 21 reps · 646-291-2300 · horizonkinetics.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ASSET PRESERVATION ADVISORS, LLC reported RAUM up 54% ($6.93B -> $10.65B). IAPD ↗
$10.65B RAUM · 21 reps · 404-261-1333 · assetpreservationadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
GOODPASTURE GRAY reported RAUM up 62% ($192.3M -> $311.0M). IAPD ↗
$311.0M RAUM · 2 reps · (615) 601-3330
Portfolio / reporting / TAMPCRMFinancial planning software
70
T. ROWE PRICE ADVISORY SERVICES, INC. reported RAUM up 51% ($2.56B -> $3.86B). IAPD ↗
$3.86B RAUM · 61 reps · 800-225-5132 · troweprice.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
MAI CAPITAL MANAGEMENT, LLC reported RAUM up 50% ($19.71B -> $29.63B). IAPD ↗
$29.63B RAUM · 204 reps · (216) 920-4800
Portfolio / reporting / TAMPCRMFinancial planning software
70
ACR ALPINE CAPITAL RESEARCH, LLC reported RAUM up 51% ($5.62B -> $8.51B). IAPD ↗
$8.51B RAUM · 11 reps · 314-932-7600
Portfolio / reporting / TAMPCRMFinancial planning software
70
AMERICAN TRUST INVESTMENT ADVISORS, LLC reported RAUM up 62% ($307.8M -> $497.3M). IAPD ↗
$497.3M RAUM · 2 reps · 603-448-6415 · amertrust.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
PALISADES INVESTMENT PARTNERS, LLC reported RAUM up 106% ($117.5M -> $242.3M). IAPD ↗
$242.3M RAUM · 1 reps · 310-656-6300 · palpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
SUPERIOR PLANNING, LLC reported RAUM up 82% ($105.4M -> $192.1M). IAPD ↗
$192.1M RAUM · 7 reps · 858-546-1046
Portfolio / reporting / TAMPCRMFinancial planning software
70
MESTMAKER & PETREY WEALTH ADVISORS reported RAUM up 95% ($97.9M -> $190.7M). IAPD ↗
$190.7M RAUM · 3 reps · (661) 395-9400 · mpwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
TALSON CAPITAL MANAGEMENT L.P. reported RAUM up 63% ($530.0M -> $865.4M). IAPD ↗
$865.4M RAUM · 3 reps · 203-202-7500 · talsoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CERITY PARTNERS LLC reported RAUM up 52% ($80.57B -> $122.85B). IAPD ↗
$122.85B RAUM · 862 reps · 212-850-4260
Portfolio / reporting / TAMPCRMFinancial planning software
70
S HARRIS FINANCIAL GROUP, LLC reported RAUM up 61% ($218.7M -> $351.9M). IAPD ↗
$351.9M RAUM · 6 reps · 210-547-3450
Portfolio / reporting / TAMPCRMFinancial planning software
70
INTERCAM ADVISORS, INC. reported RAUM up 85% ($121.4M -> $225.1M). IAPD ↗
$225.1M RAUM · 23 reps · 305-377-8008 · intercam.us
Portfolio / reporting / TAMPCRMFinancial planning software
70
CORE PLANNING reported RAUM up 95% ($62.3M -> $121.5M). IAPD ↗
$121.5M RAUM · 32 reps · 636-734-7507 · savor.financial
Portfolio / reporting / TAMPCRMFinancial planning software
70
RIVERCHASE WEALTH MANAGEMENT, LLC reported RAUM up 81% ($117.0M -> $212.0M). IAPD ↗
$212.0M RAUM · 3 reps · (972) 471-9013 · riverchasewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC reported RAUM up 76% ($120.8M -> $212.1M). IAPD ↗
$212.1M RAUM · 28 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
DONALIES FINANCIAL PLANNING, LLC reported RAUM up 80% ($100.1M -> $180.2M). IAPD ↗
$180.2M RAUM · 3 reps · 240-888-2573 · donaliesfp.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
INFRASTRUCTURE CAPITAL ADVISORS, LLC reported RAUM up 54% ($1.72B -> $2.64B). IAPD ↗
$2.64B RAUM · 5 reps · 212-763-8335 · infracappffr.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
TRED AVON FAMILY WEALTH, LLC reported RAUM up 62% ($292.8M -> $473.8M). IAPD ↗
$473.8M RAUM · 1 reps · 410-310-2064 · tredavonfamilywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
WAHED reported RAUM up 61% ($523.6M -> $842.6M). IAPD ↗
$842.6M RAUM · 1 reps · 1-855-976-4747 · wahedinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
YIELDSTREET reported RAUM up 53% ($1.22B -> $1.86B). IAPD ↗
$1.86B RAUM · 26 reps · 844-943-5378 · yieldstreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ATLATL ADVISERS reported RAUM up 87% ($123.1M -> $229.9M). IAPD ↗
$229.9M RAUM · 6 reps · (608) 351-4500
Portfolio / reporting / TAMPCRMFinancial planning software
70
IAMS WEALTH MANAGEMENT, LLC reported RAUM up 61% ($213.2M -> $343.0M). IAPD ↗
$343.0M RAUM · 53 reps · (888)255-7670 · iamswm.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
PGIM CUSTOM HARVEST LLC reported RAUM up 50% ($3.58B -> $5.37B). IAPD ↗
$5.37B RAUM · 10 reps · 800-210-0118 · pgim.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
WEALTHFD reported RAUM up 91% ($32.5M -> $61.9M). IAPD ↗
$61.9M RAUM · 4 reps · 215-671-6660
Portfolio / reporting / TAMPCRMFinancial planning software
70
MALATAI CAPITAL LLC reported RAUM up 133% ($30.0M -> $70.0M). IAPD ↗
$70.0M RAUM · 3 reps · 917-624-5589 · malataicapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
IEQ CAPITAL, LLC reported RAUM up 50% ($23.58B -> $35.38B). IAPD ↗
$35.38B RAUM · 140 reps · 650-581-9807 · ieqcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
PLANROCK INVESTMENTS LLC reported RAUM up 136% ($27.3M -> $64.4M). IAPD ↗
$64.4M RAUM · 4 reps · 800-677-6025 · planrock.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CORBETT ROAD CAPITAL MANAGEMENT, LLC reported RAUM up 217% ($45.9M -> $145.6M). IAPD ↗
$145.6M RAUM · 3 reps · 703-748-5831 · corbettroadcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
RETIRABLE reported RAUM up 116% ($60.5M -> $130.6M). IAPD ↗
$130.6M RAUM · 9 reps · 833 222 1807
Portfolio / reporting / TAMPCRMFinancial planning software
70
GREAT POINT ADVISORS, LLC reported RAUM up 209% ($14.6M -> $45.1M). IAPD ↗
$45.1M RAUM · 20 reps · 312-356-4875
Portfolio / reporting / TAMPCRMFinancial planning software
70
ADVISOR SHARE WEALTH MANAGEMENT, LLC reported RAUM up 286% ($48.0M -> $185.2M). IAPD ↗
$185.2M RAUM · 35 reps · 866-232-3251 · advisorsharewm.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
WEALTHSPAN INVESTMENT MANAGEMENT, LLC reported RAUM up 993% ($7.2M -> $79.0M). IAPD ↗
$79.0M RAUM · 5 reps · 616-655-1696
Portfolio / reporting / TAMPCRMFinancial planning software
70
CLARIVOR reported RAUM up 358% ($7.7M -> $35.2M). IAPD ↗
$35.2M RAUM · 1 reps · 212-810-1187
Portfolio / reporting / TAMPCRMFinancial planning software
70
CARBON COLLECTIVE INVESTING, LLC reported RAUM up 89% ($122.9M -> $232.6M). IAPD ↗
$232.6M RAUM · 3 reps · 925-268-8041 · carboncollectivefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
PACIFIC POINT ADVISORS, LLC reported RAUM up 63% ($212.2M -> $345.6M). IAPD ↗
$345.6M RAUM · 4 reps · 858-356-6600 · pacificpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
FAITH INVESTOR SERVICES reported RAUM up 78% ($110.3M -> $196.8M). IAPD ↗
$196.8M RAUM · 4 reps · (214) 462-7244
Portfolio / reporting / TAMPCRMFinancial planning software
70
SKYBOUND WEALTH MANAGEMENT USA, LLC reported RAUM up 347% ($36.0M -> $160.6M). IAPD ↗
$160.6M RAUM · 6 reps · 1-346-845-0001
Portfolio / reporting / TAMPCRMFinancial planning software
70
CONSTITUTION WEALTH LLC reported RAUM up 134% ($22.9M -> $53.5M). IAPD ↗
$53.5M RAUM · 6 reps · 866-463-1776 · constitutionwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
TWO PRIME LLC reported RAUM up 60% ($250.0M -> $400.0M). IAPD ↗
$400.0M RAUM · 5 reps · 480-290-4951 · twoprime.io
Portfolio / reporting / TAMPCRMFinancial planning software
70
MORALIS TECHNOLOGIES, LLC reported RAUM up 202% ($17.2M -> $51.9M). IAPD ↗
$51.9M RAUM · 8 reps · 833-730-3700 · aquinaswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
LESTER FINANCIAL GROUP, LLC reported RAUM up 61% ($163.7M -> $264.1M). IAPD ↗
$264.1M RAUM · 4 reps · 217-356-6533 · lesterfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ARTA FINANCE reported RAUM up 109% ($59.1M -> $123.4M). IAPD ↗
$123.4M RAUM · 18 reps · 650-318-3898
Portfolio / reporting / TAMPCRMFinancial planning software
70
ADVISOR.COM reported RAUM up 84% ($27.8M -> $51.3M). IAPD ↗
$51.3M RAUM · 2 reps · 843-284-6261 · advisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ICW HOLDINGS, LLC reported RAUM up 160% ($41.4M -> $107.7M). IAPD ↗
$107.7M RAUM · 1 reps · 347-413-4750 · icwinvest.co
Portfolio / reporting / TAMPCRMFinancial planning software
70
HALLSTATT ADVISORS L.P. reported RAUM up 132% ($67.3M -> $156.0M). IAPD ↗
$156.0M RAUM · 2 reps · 212-804-9085
Portfolio / reporting / TAMPCRMFinancial planning software
70
FLATROCK WEALTH PARTNERS LLC reported RAUM up 102% ($115.2M -> $232.4M). IAPD ↗
$232.4M RAUM · 2 reps · (949) 687-2615 · flatrockwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
RANGE ADVISORY, LLC reported RAUM up 432% ($27.2M -> $144.7M). IAPD ↗
$144.7M RAUM · 17 reps · (703) 261-4126
Portfolio / reporting / TAMPCRMFinancial planning software
70
OPAL CAPITAL LLC reported RAUM up 76% ($76.8M -> $135.0M). IAPD ↗
$135.0M RAUM · 4 reps · 917-716-6257
Portfolio / reporting / TAMPCRMFinancial planning software
70
CARRY ADVISORS LLC reported RAUM up 352% ($16.5M -> $74.5M). IAPD ↗
$74.5M RAUM · 2 reps · 2014720612 · carry.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
MEMBERS WEALTH LLC reported RAUM up 82% ($119.3M -> $217.3M). IAPD ↗
$217.3M RAUM · 4 reps · 267-367-5453 · memberswealthllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
MAGNOLIA PRIVATE WEALTH, LLC reported RAUM up 104% ($110.7M -> $225.7M). IAPD ↗
$225.7M RAUM · 4 reps · 5714771375 · magnoliapw.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ATFS ADVISERS reported RAUM up 291284% ($13,408 -> $39.1M). IAPD ↗
$39.1M RAUM · 5 reps · 805-557-8713
Portfolio / reporting / TAMPCRMFinancial planning software
70
SGROI WEALTH reported RAUM up 81% ($91.9M -> $166.6M). IAPD ↗
$166.6M RAUM · 4 reps · 518-477-3626 · sgroiwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CONTRARY LEGACY LLC reported RAUM up 123% ($39.7M -> $88.6M). IAPD ↗
$88.6M RAUM · 1 reps · 862-354-0870
Portfolio / reporting / TAMPCRMFinancial planning software
70
ONEWELTH INC reported RAUM up 81% ($47.3M -> $85.7M). IAPD ↗
$85.7M RAUM · 2 reps · 212-750-0718
Portfolio / reporting / TAMPCRMFinancial planning software
70
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC reported RAUM up 115% ($100.2M -> $215.2M). IAPD ↗
$215.2M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
16ROCK ASSET MANAGEMENT LLC reported RAUM up 1066% ($5.7M -> $66.9M). IAPD ↗
$66.9M RAUM · 1 reps · 212-332-1600 · 16rock.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
INDEX TECHNOLOGIES GROUP LLC reported RAUM up 266% ($28.7M -> $105.0M). IAPD ↗
$105.0M RAUM · 4 reps · 212-466-6760
Portfolio / reporting / TAMPCRMFinancial planning software
70
SPHINX INVESTMENTS LLC reported RAUM up 415% ($12.6M -> $64.7M). IAPD ↗
$64.7M RAUM · 4 reps · 833-247-7833 · sphinx.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
AZURA PARTNERS US LLC reported RAUM up 84% ($25.0M -> $46.0M). IAPD ↗
$46.0M RAUM · 4 reps · 347-249-2369 · azura.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
JB WEALTH ADVISORS LLC reported RAUM up 184% ($11.2M -> $31.7M). IAPD ↗
$31.7M RAUM · 2 reps · 615-560-8268
Portfolio / reporting / TAMPCRMFinancial planning software
70
SL CAPITAL reported RAUM up 96% ($105.3M -> $206.3M). IAPD ↗
$206.3M RAUM · 4 reps · 480-359-7092
Portfolio / reporting / TAMPCRMFinancial planning software
70
MÉTIER CAPITAL, LLC reported RAUM up 232% ($53.0M -> $176.0M). IAPD ↗
$176.0M RAUM · 2 reps · (585) 636-2232 · metier-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
DEMETER TACTICAL INVESTMENTS CORP. reported RAUM up 83% ($101.0M -> $185.0M). IAPD ↗
$185.0M RAUM · 3 reps · 2125184444 · demeter-funds.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
RDG CAPITAL MANAGEMENT LLC reported RAUM up 89% ($55.4M -> $104.8M). IAPD ↗
$104.8M RAUM · 1 reps · 585-673-2683 · rdgcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CRUX WEALTH ADVISORS reported RAUM up 64% ($250.8M -> $410.2M). IAPD ↗
$410.2M RAUM · 13 reps · 562.735.3875
Portfolio / reporting / TAMPCRMFinancial planning software
70
ROUTE 20 PRIVATE WEALTH INC. reported RAUM up 934% ($5.3M -> $54.6M). IAPD ↗
$54.6M RAUM · 4 reps · 954-712-7490 · route20wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
H. C. DENISON CO. reported RAUM up 75% ($101.4M -> $177.3M). IAPD ↗
$177.3M RAUM · 4 reps · 920 457-9451 · hcdenison.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
UNITED BROKERAGE SERVICES INC reported RAUM up 56% ($249.7M -> $389.1M). IAPD ↗
$389.1M RAUM · 53 reps · 888-424-6158 · united-brokerage.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
SEM WEALTH MANAGEMENT reported RAUM up 58% ($584.1M -> $920.5M). IAPD ↗
$920.5M RAUM · 4 reps · 520-749-4580
Portfolio / reporting / TAMPCRMFinancial planning software
69
NORTHSTAR FINANCIAL COMPANIES, INC. reported RAUM up 56% ($284.6M -> $443.3M). IAPD ↗
$443.3M RAUM · 6 reps · 610-629-6100 · northstarfci.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
LYNX CAPITAL GROUP LTD reported RAUM up 59% ($163.8M -> $260.4M). IAPD ↗
$260.4M RAUM · 1 reps · 216-591-1309 · lynxcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
FRANK, RIMERMAN ADVISORS LLC reported RAUM up 50% ($2.01B -> $3.02B). IAPD ↗
$3.02B RAUM · 3 reps · 650-845-8100 · frankrimerman.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
KLINGMAN AND ASSOCIATES, LLC reported RAUM up 48% ($3.28B -> $4.84B). IAPD ↗
$4.84B RAUM · 14 reps · 212-867-7647 · klingmanria.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
MAD RIVER INVESTORS reported RAUM up 58% ($213.5M -> $338.3M). IAPD ↗
$338.3M RAUM · 2 reps · 617-728-0333 · mriver.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
BAKERAVENUE reported RAUM up 45% ($2.59B -> $3.77B). IAPD ↗
$3.77B RAUM · 29 reps · 415-986-1110 · bakerave.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
KEY INVESTMENT SERVICES LLC reported RAUM up 46% ($4.19B -> $6.11B). IAPD ↗
$6.11B RAUM · 359 reps · (888) 547-2968 · key.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
TRAYNOR CAPITAL MANAGEMENT reported RAUM up 48% ($1.25B -> $1.85B). IAPD ↗
$1.85B RAUM · 6 reps · 610-993-9050 · traynorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
LARSON FINANCIAL GROUP, LLC reported RAUM up 47% ($2.74B -> $4.03B). IAPD ↗
$4.03B RAUM · 57 reps · 866.569.2450
Portfolio / reporting / TAMPCRMFinancial planning software
69
HECK CAPITAL ADVISORS, LLC reported RAUM up 45% ($6.66B -> $9.67B). IAPD ↗
$9.67B RAUM · 20 reps · 715-361-1500
Portfolio / reporting / TAMPCRMFinancial planning software
69
WAYCROSS PARTNERS, LLC reported RAUM up 58% ($548.6M -> $865.5M). IAPD ↗
$865.5M RAUM · 6 reps · 502-410-1900 · waycrosspartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
BELMONT CAPITAL GROUP reported RAUM up 58% ($589.8M -> $931.4M). IAPD ↗
$931.4M RAUM · 4 reps · 310-203-2670 · belmontcapfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
MBIA CAPITAL ADVISORS reported RAUM up 72% ($135.2M -> $232.0M). IAPD ↗
$232.0M RAUM · 4 reps · 513-324-2201
Portfolio / reporting / TAMPCRMFinancial planning software
69
WESTFULLER ADVISORS, LLC reported RAUM up 49% ($1.43B -> $2.14B). IAPD ↗
$2.14B RAUM · 12 reps · 212-542-5851 · westfulleradvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
PEAPOD LANE CAPITAL LLC reported RAUM up 70% ($63.5M -> $108.2M). IAPD ↗
$108.2M RAUM · 2 reps · 212-265-8940 · peapodlane.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ONE OAK CAPITAL MANAGEMENT, LLC reported RAUM up 58% ($283.1M -> $447.0M). IAPD ↗
$447.0M RAUM · 12 reps · 914-205-5821 · oneoakcapitalmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
NEWEDGE ADVISORS reported RAUM up 49% ($18.43B -> $27.38B). IAPD ↗
$27.38B RAUM · 465 reps · 504-459-4391 · risecapitaladvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
JOURNEY ADVISORY GROUP, LLC reported RAUM up 45% ($1.02B -> $1.47B). IAPD ↗
$1.47B RAUM · 13 reps · 859-888-0356
Portfolio / reporting / TAMPCRMFinancial planning software
69
WORLD INVESTMENT ADVISORS, LLC reported RAUM up 49% ($37.76B -> $56.28B). IAPD ↗
$56.28B RAUM · 156 reps · 888-201-5488
Portfolio / reporting / TAMPCRMFinancial planning software
69
LIDO reported RAUM up 48% ($19.66B -> $29.08B). IAPD ↗
$29.08B RAUM · 200 reps · 310-278-8232
Portfolio / reporting / TAMPCRMFinancial planning software
69
ONEASCENT FINANCIAL SERVICES LLC reported RAUM up 46% ($1.79B -> $2.61B). IAPD ↗
$2.61B RAUM · 57 reps · 205-313-9142
Portfolio / reporting / TAMPCRMFinancial planning software
69
TALL PINES CAPITAL, LLC reported RAUM up 72% ($17.4M -> $30.0M). IAPD ↗
$30.0M RAUM · 1 reps · (630) 564-1348 · tallpinescap.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
EVERSOURCE WEALTH ADVISORS, LLC reported RAUM up 47% ($2.69B -> $3.95B). IAPD ↗
$3.95B RAUM · 40 reps · 205-982-5515 · cornerstone360advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC reported RAUM up 56% ($501.2M -> $780.0M). IAPD ↗
$780.0M RAUM · 33 reps · 913-295-9500
Portfolio / reporting / TAMPCRMFinancial planning software
69
FLORIDA FINANCIAL ADVISORS, LLC reported RAUM up 60% ($199.0M -> $317.8M). IAPD ↗
$317.8M RAUM · 457 reps · (813) 333-1683
Portfolio / reporting / TAMPCRMFinancial planning software
69
PINE RIDGE ADVISERS LLC reported RAUM up 46% ($3.45B -> $5.06B). IAPD ↗
$5.06B RAUM · 5 reps · 212-273-0463
Portfolio / reporting / TAMPCRMFinancial planning software
69
PRINCIPAL ADVISED SERVICES reported RAUM up 56% ($569.5M -> $887.3M). IAPD ↗
$887.3M RAUM · 215 reps · 866-412-0770
Portfolio / reporting / TAMPCRMFinancial planning software
69
QRG CAPITAL MANAGEMENT, INC. reported RAUM up 48% ($7.65B -> $11.35B). IAPD ↗
$11.35B RAUM · 4 reps · 312-827-2800
Portfolio / reporting / TAMPCRMFinancial planning software
69
STEWARD ADVISORS GROUP, LLC reported RAUM up 73% ($35.5M -> $61.4M). IAPD ↗
$61.4M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
SOLID POINT WEALTH ADVISORS, LLC reported RAUM up 73% ($46.4M -> $80.3M). IAPD ↗
$80.3M RAUM · 5 reps · 518-681-0107 · solidpointwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
CHANNEL WEALTH, LLC reported RAUM up 57% ($530.5M -> $833.0M). IAPD ↗
$833.0M RAUM · 10 reps · 805-898-0893 · channelwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
LONGWALL FAMILY OFFICE reported RAUM up 57% ($207.4M -> $326.1M). IAPD ↗
$326.1M RAUM · 5 reps · 203-209-2785
Portfolio / reporting / TAMPCRMFinancial planning software
69
POTENTIA WEALTH reported RAUM up 57% ($309.9M -> $485.5M). IAPD ↗
$485.5M RAUM · 8 reps · 408-288-7886 · potentiawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
MINDSET WEALTH MANAGEMENT, LLC reported RAUM up 57% ($205.7M -> $323.4M). IAPD ↗
$323.4M RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
J.P. MORGAN SECURITIES LLC reported RAUM up 41% ($249.73B -> $352.61B). IAPD ↗
$352.61B RAUM · 8097 reps · 800-999-2000
Portfolio / reporting / TAMPCRMFinancial planning software
68
R. F. LAFFERTY & CO., INC. reported RAUM up 68% ($90.9M -> $153.0M). IAPD ↗
$153.0M RAUM · 10 reps · 212-293-9090 · rflafferty.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
NORTHLAND ASSET MANAGEMENT reported RAUM up 52% ($236.7M -> $359.9M). IAPD ↗
$359.9M RAUM · 24 reps · 800-851-2920
Portfolio / reporting / TAMPCRMFinancial planning software
68
MEEDER ADVISORY SERVICES, INC. reported RAUM up 45% ($1.44B -> $2.09B). IAPD ↗
$2.09B RAUM · 38 reps · 866-633-3371 · meederinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MORNINGSTAR INVESTMENT MANAGEMENT LLC reported RAUM up 40% ($54.69B -> $76.59B). IAPD ↗
$76.59B RAUM · 113 reps · 312-696-6000
Portfolio / reporting / TAMPCRMFinancial planning software
68
NEPC, LLC reported RAUM up 44% ($95.39B -> $137.33B). IAPD ↗
$137.33B RAUM · 126 reps · 617-374-1300
Portfolio / reporting / TAMPCRMFinancial planning software
68
MILLER VALUE PARTNERS, LLC reported RAUM up 52% ($237.7M -> $362.1M). IAPD ↗
$362.1M RAUM · 3 reps · 410-454-3130 · millervalue.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MISSION WEALTH MANAGEMENT, LP reported RAUM up 42% ($7.07B -> $10.02B). IAPD ↗
$10.02B RAUM · 97 reps · 805-882-2360
Portfolio / reporting / TAMPCRMFinancial planning software
68
MERCURY INVESTMENT GROUP reported RAUM up 52% ($179.6M -> $272.3M). IAPD ↗
$272.3M RAUM · 5 reps · 901-327-2788 · merc-invest.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
APRIO WEALTH MANAGEMENT, LLC reported RAUM up 44% ($1.84B -> $2.64B). IAPD ↗
$2.64B RAUM · 24 reps · 404-892-9651 · wealth.aprio.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
KANE INVESTMENT MANAGEMENT, INC. reported RAUM up 70% ($129.8M -> $220.6M). IAPD ↗
$220.6M RAUM · 6 reps · 408-358-5263 · kaneinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
JACKSON FINANCIAL SERVICES, LLC reported RAUM up 53% ($311.9M -> $475.9M). IAPD ↗
$475.9M RAUM · 3 reps · 800-752-2354 · jacksonfinancial.org
Portfolio / reporting / TAMPCRMFinancial planning software
68
S.B. VALUE PARTNERS, L.P. reported RAUM up 41% ($3.55B -> $5.00B). IAPD ↗
$5.00B RAUM · 5 reps · 844-728-2583
Portfolio / reporting / TAMPCRMFinancial planning software
68
AVIANCE CAPITAL PARTNERS LLC reported RAUM up 54% ($632.3M -> $971.0M). IAPD ↗
$971.0M RAUM · 6 reps · 239-598-4747
Portfolio / reporting / TAMPCRMFinancial planning software
68
GATOR CAPITAL MANAGEMENT, LLC reported RAUM up 51% ($244.3M -> $367.7M). IAPD ↗
$367.7M RAUM · 2 reps · (813) 282-7870 · gatorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
CARNEGIE INVESTMENT COUNSEL reported RAUM up 44% ($4.52B -> $6.52B). IAPD ↗
$6.52B RAUM · 40 reps · 216-367-4114
Portfolio / reporting / TAMPCRMFinancial planning software
68
RED DOOR WEALTH MANAGEMENT, LLC reported RAUM up 41% ($1.79B -> $2.52B). IAPD ↗
$2.52B RAUM · 9 reps · 901-681-0018
Portfolio / reporting / TAMPCRMFinancial planning software
68
ASHTON THOMAS PRIVATE WEALTH reported RAUM up 40% ($2.89B -> $4.05B). IAPD ↗
$4.05B RAUM · 35 reps · 602-732-4745
Portfolio / reporting / TAMPCRMFinancial planning software
68
INVESCO MANAGED ACCOUNTS, LLC reported RAUM up 40% ($17.54B -> $24.61B). IAPD ↗
$24.61B RAUM · 30 reps · 1-866-769-2773 · snwam.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
GREENWOOD INVESTORS LLC reported RAUM up 65% ($70.6M -> $116.5M). IAPD ↗
$116.5M RAUM · 3 reps · 212-920-4207 · gwinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
HICKS CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($192.7M -> $297.1M). IAPD ↗
$297.1M RAUM · 4 reps · 614-944-5210 · hicks-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
DELEGATE ADVISORS, LLC reported RAUM up 42% ($1.03B -> $1.46B). IAPD ↗
$1.46B RAUM · 12 reps · 919-932-8400 · delegateadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
BRAMSHILL INVESTMENTS, LLC reported RAUM up 43% ($4.83B -> $6.92B). IAPD ↗
$6.92B RAUM · 31 reps · (239) 920-7310
Portfolio / reporting / TAMPCRMFinancial planning software
68
STRATEGY FINANCIAL GROUP reported RAUM up 54% ($181.5M -> $279.9M). IAPD ↗
$279.9M RAUM · 5 reps · 602-343-9301 · calvingoetz.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MOSAIC ADVISORS reported RAUM up 53% ($325.6M -> $499.4M). IAPD ↗
$499.4M RAUM · 16 reps · 713-980-4100
Portfolio / reporting / TAMPCRMFinancial planning software
68
APELLA WEALTH reported RAUM up 41% ($3.35B -> $4.71B). IAPD ↗
$4.71B RAUM · 44 reps · 860.785.2260
Portfolio / reporting / TAMPCRMFinancial planning software
68
TWELVE POINTS WEALTH MANAGEMENT reported RAUM up 41% ($1.21B -> $1.70B). IAPD ↗
$1.70B RAUM · 13 reps · 978-318-9500
Portfolio / reporting / TAMPCRMFinancial planning software
68
WRENNE FINANCIAL PLANNING LLC reported RAUM up 65% ($139.9M -> $231.3M). IAPD ↗
$231.3M RAUM · 6 reps · 859-538-6044
Portfolio / reporting / TAMPCRMFinancial planning software
68
CREATIVEONE WEALTH, LLC reported RAUM up 41% ($3.43B -> $4.83B). IAPD ↗
$4.83B RAUM · 197 reps · 913-402-7897 · creativeonewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
GUIDELINE INVESTMENTS, LLC reported RAUM up 41% ($11.71B -> $16.49B). IAPD ↗
$16.49B RAUM · 3 reps · (888) 228-3491
Portfolio / reporting / TAMPCRMFinancial planning software
68
BYRON PLACE CAPITAL MANAGEMENT, LLC reported RAUM up 69% ($28.8M -> $48.8M). IAPD ↗
$48.8M RAUM · 1 reps · 732-841-6641 · byronplacecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
DELAP WEALTH ADVISORY, LLC reported RAUM up 50% ($545.6M -> $819.9M). IAPD ↗
$819.9M RAUM · 4 reps · (503) 697-4118 · delapwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MARTIN WEALTH SOLUTIONS reported RAUM up 50% ($184.1M -> $276.6M). IAPD ↗
$276.6M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
VESTWELL ADVISORS LLC reported RAUM up 53% ($279.5M -> $427.1M). IAPD ↗
$427.1M RAUM · 23 reps · 917-979-5358
Portfolio / reporting / TAMPCRMFinancial planning software
68
WISS PRIVATE CLIENT ADVISORS, LLC reported RAUM up 50% ($539.7M -> $809.7M). IAPD ↗
$809.7M RAUM · 6 reps · 973-577-2872 · wiss.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
RUNNING OAK CAPITAL LLC reported RAUM up 54% ($533.7M -> $822.8M). IAPD ↗
$822.8M RAUM · 2 reps · 919-656-3712 · runningoak.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
SCALAR GAUGE MANAGEMENT, LLC reported RAUM up 51% ($192.5M -> $291.1M). IAPD ↗
$291.1M RAUM · 2 reps · (469) 708-2080 · scalargauge.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ARKADIOS WEALTH ADVISORS reported RAUM up 44% ($2.68B -> $3.86B). IAPD ↗
$3.86B RAUM · 151 reps · 404-445-0035
Portfolio / reporting / TAMPCRMFinancial planning software
68
ROBERTSON STEPHENS reported RAUM up 45% ($4.93B -> $7.14B). IAPD ↗
$7.14B RAUM · 63 reps · 415-500-6810
Portfolio / reporting / TAMPCRMFinancial planning software
68
BANORTE ASSET MANAGEMENT, INC. reported RAUM up 55% ($217.6M -> $336.9M). IAPD ↗
$336.9M RAUM · 16 reps · 713-980-4600
Portfolio / reporting / TAMPCRMFinancial planning software
68
BROOKLYN FI, LLC reported RAUM up 50% ($227.5M -> $341.5M). IAPD ↗
$341.5M RAUM · 10 reps · 718-690-3600
Portfolio / reporting / TAMPCRMFinancial planning software
68
PROMETHOS CAPITAL, LLC reported RAUM up 51% ($578.5M -> $875.3M). IAPD ↗
$875.3M RAUM · 4 reps · 617-535-9240
Portfolio / reporting / TAMPCRMFinancial planning software
68
THE AMERIFLEX GROUP reported RAUM up 43% ($6.52B -> $9.36B). IAPD ↗
$9.36B RAUM · 166 reps · (702) 987-9730 · theameriflexgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
IP FINANCIAL ADVISORY SERVICES LLC reported RAUM up 54% ($297.0M -> $456.1M). IAPD ↗
$456.1M RAUM · 112 reps · 980-326-3335 · ipfinancialservicesllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MAIN STREET FINANCIAL SOLUTIONS, LLC reported RAUM up 41% ($1.77B -> $2.49B). IAPD ↗
$2.49B RAUM · 35 reps · 215-259-5021 · gencapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
NEW EDGE WEALTH reported RAUM up 40% ($8.61B -> $12.06B). IAPD ↗
$12.06B RAUM · 70 reps · 2034242262
Portfolio / reporting / TAMPCRMFinancial planning software
68
HARPER INVESTING reported RAUM up 67% ($101.4M -> $169.0M). IAPD ↗
$169.0M RAUM · 4 reps · 408-644-8828 · harperinvesting.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
GAMMA INVESTING LLC reported RAUM up 41% ($1.01B -> $1.42B). IAPD ↗
$1.42B RAUM · 6 reps · 888-585-1755 · gammainvesting.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
WHEELHOUSE ADVISORY GROUP, LLC reported RAUM up 50% ($180.9M -> $271.6M). IAPD ↗
$271.6M RAUM · 7 reps · 636-400-7889 · wheelhouseretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
COPPER BEECH FINANCIAL GROUP, LLC reported RAUM up 68% ($112.6M -> $189.1M). IAPD ↗
$189.1M RAUM · 5 reps · 856-988-8300 · variumip.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
49 FINANCIAL reported RAUM up 54% ($566.2M -> $871.4M). IAPD ↗
$871.4M RAUM · 128 reps · 214-563-1190
Portfolio / reporting / TAMPCRMFinancial planning software
68
ENDEAVOR ADVISORS, LLC reported RAUM up 67% ($106.1M -> $176.9M). IAPD ↗
$176.9M RAUM · 3 reps · 281-326-9902 · endeavor-advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
VISDOM INVESTMENT GROUP LLC reported RAUM up 66% ($110.5M -> $183.5M). IAPD ↗
$183.5M RAUM · 5 reps · (203) 803-7222
Portfolio / reporting / TAMPCRMFinancial planning software
68
FORZA INVESTMENT GROUP, LP reported RAUM up 41% ($1.36B -> $1.92B). IAPD ↗
$1.92B RAUM · 6 reps · 973-315-5394 · forza-ig.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
GATEPASS CAPITAL, LLC reported RAUM up 69% ($103.2M -> $174.6M). IAPD ↗
$174.6M RAUM · 4 reps · 833-428-3727 · gatepass.capital
Portfolio / reporting / TAMPCRMFinancial planning software
68
LITTLE RIVER CAPITAL PARTNERS, LP reported RAUM up 67% ($90.0M -> $150.0M). IAPD ↗
$150.0M RAUM · 4 reps · 917-224-7259
Portfolio / reporting / TAMPCRMFinancial planning software
67
AUSDAL FINANCIAL PARTNERS, INC. reported RAUM up 39% ($1.53B -> $2.13B). IAPD ↗
$2.13B RAUM · 152 reps · 563-326-2064 · waterseedwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
SILVER OAK SECURITIES, INC. reported RAUM up 39% ($1.46B -> $2.03B). IAPD ↗
$2.03B RAUM · 106 reps · 731-668-3825 · silveroaksecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
PT ASSET MANAGEMENT, LLC reported RAUM up 37% ($7.00B -> $9.59B). IAPD ↗
$9.59B RAUM · 16 reps · 312-521-1000
Portfolio / reporting / TAMPCRMFinancial planning software
67
EARNED WEALTH ADVISORS, LLC reported RAUM up 35% ($1.42B -> $1.92B). IAPD ↗
$1.92B RAUM · 20 reps · 925.939.2500 · thomasdoll.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
SUNCOAST EQUITY MANAGEMENT, LLC reported RAUM up 37% ($1.36B -> $1.87B). IAPD ↗
$1.87B RAUM · 13 reps · (813) 963-0502 · suncoastequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
APERIO GROUP, LLC reported RAUM up 39% ($80.21B -> $111.41B). IAPD ↗
$111.41B RAUM · 90 reps · 415-339-4300 · aperiogroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
FREEGULLIVER, LLC reported RAUM up 46% ($548.3M -> $798.1M). IAPD ↗
$798.1M RAUM · 8 reps · 504-899-0300 · freegulliver.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CHALLENGER WEALTH MANAGEMENT reported RAUM up 46% ($177.3M -> $258.3M). IAPD ↗
$258.3M RAUM · 1 reps · (949) 754-0464
Portfolio / reporting / TAMPCRMFinancial planning software
67
ALJEN ASSET MANAGEMENT LLC reported RAUM up 62% ($126.5M -> $205.4M). IAPD ↗
$205.4M RAUM · 1 reps · 973-316-1212 · aljenam.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
MEZZASALMA ADVISORS reported RAUM up 48% ($231.0M -> $342.2M). IAPD ↗
$342.2M RAUM · 1 reps · 732-842-1120 · mezzadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BASSO CAPITAL MANAGEMENT, L.P. reported RAUM up 39% ($1.61B -> $2.23B). IAPD ↗
$2.23B RAUM · 4 reps · 203 352-6100 · bassocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BELPOINTE ASSET MANAGEMENT LLC reported RAUM up 40% ($4.30B -> $6.01B). IAPD ↗
$6.01B RAUM · 151 reps · 2036293300 · belpointe.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
COMPOSITION WEALTH, LLC reported RAUM up 37% ($4.90B -> $6.71B). IAPD ↗
$6.71B RAUM · 46 reps · (310) 246-1243
Portfolio / reporting / TAMPCRMFinancial planning software
67
CAIM LLC reported RAUM up 60% ($111.6M -> $178.9M). IAPD ↗
$178.9M RAUM · 2 reps · 941-388-7249
Portfolio / reporting / TAMPCRMFinancial planning software
67
BRIDGE CITY CAPITAL, LLC reported RAUM up 47% ($267.2M -> $393.2M). IAPD ↗
$393.2M RAUM · 5 reps · 503-265-8554 · bridgecitycap.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
VANTAGE WEALTH MANAGEMENT, LLC reported RAUM up 48% ($606.6M -> $897.4M). IAPD ↗
$897.4M RAUM · 7 reps · 650-638-9600
Portfolio / reporting / TAMPCRMFinancial planning software
67
LANIER FINANCIAL GROUP LLC reported RAUM up 63% ($127.8M -> $208.4M). IAPD ↗
$208.4M RAUM · 8 reps · 404-882-2628 · lanierfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
INTEGRITY INVESTMENT ADVISORS reported RAUM up 61% ($104.5M -> $168.0M). IAPD ↗
$168.0M RAUM · 2 reps · 303-549-4720
Portfolio / reporting / TAMPCRMFinancial planning software
67
KESTRA PRIVATE WEALTH SERVICES, LLC reported RAUM up 40% ($7.30B -> $10.21B). IAPD ↗
$10.21B RAUM · 198 reps · 844-553-7872
Portfolio / reporting / TAMPCRMFinancial planning software
67
CRCM L.P. reported RAUM up 48% ($546.9M -> $808.8M). IAPD ↗
$808.8M RAUM · 7 reps · 4155785700 · crcmvc.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
MARSHALL & STERLING WEALTH ADVISORS, INC. reported RAUM up 50% ($663.9M -> $995.8M). IAPD ↗
$995.8M RAUM · 7 reps · 845-554-1046
Portfolio / reporting / TAMPCRMFinancial planning software
67
HUB INVESTMENT ADVISORS, INC reported RAUM up 37% ($1.51B -> $2.07B). IAPD ↗
$2.07B RAUM · 7 reps · 402-964-5400
Portfolio / reporting / TAMPCRMFinancial planning software
67
STEELPEAK WEALTH, LLC reported RAUM up 36% ($2.54B -> $3.44B). IAPD ↗
$3.44B RAUM · 29 reps · (818) 835-8720 · steelpeak.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
HERITAGE RETIREMENT ADVISORS, LLC reported RAUM up 46% ($194.5M -> $283.5M). IAPD ↗
$283.5M RAUM · 4 reps · 817-503-0100 · heritage-retirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
LIND CAPITAL PARTNERS reported RAUM up 65% ($101.4M -> $167.1M). IAPD ↗
$167.1M RAUM · 5 reps · 312-878-3830 · lindcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
LION STREET ADVISORS, LLC reported RAUM up 36% ($2.34B -> $3.18B). IAPD ↗
$3.18B RAUM · 138 reps · 512-776-8400 · chansamson.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
IFG ADVISORS, LLC reported RAUM up 48% ($554.0M -> $818.0M). IAPD ↗
$818.0M RAUM · 3 reps · 314-569-0500
Portfolio / reporting / TAMPCRMFinancial planning software
67
SHP WEALTH MANAGEMENT, LLC reported RAUM up 36% ($1.10B -> $1.50B). IAPD ↗
$1.50B RAUM · 29 reps · 508-746-2400 · shpfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
EQUITA FINANCIAL NETWORK, INC. reported RAUM up 46% ($283.1M -> $412.3M). IAPD ↗
$412.3M RAUM · 18 reps · 800.604.0176
Portfolio / reporting / TAMPCRMFinancial planning software
67
CYNOSURE GROUP, LLC reported RAUM up 35% ($4.86B -> $6.57B). IAPD ↗
$6.57B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
TRILOGY CAPITAL, INC. reported RAUM up 40% ($1.89B -> $2.63B). IAPD ↗
$2.63B RAUM · 72 reps · 714-843-9977 · trilogyfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
AE WEALTH MANAGEMENT, LLC reported RAUM up 39% ($27.08B -> $37.53B). IAPD ↗
$37.53B RAUM · 435 reps · 866-363-9595
Portfolio / reporting / TAMPCRMFinancial planning software
67
MOODY, LYNN, LIEBERSON & WALKER, LLC reported RAUM up 36% ($1.61B -> $2.19B). IAPD ↗
$2.19B RAUM · 8 reps · 617-973-0590 · moodylynn.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
RAREVIEW CAPITAL LLC reported RAUM up 47% ($288.3M -> $423.7M). IAPD ↗
$423.7M RAUM · 2 reps · 212-475-8664
Portfolio / reporting / TAMPCRMFinancial planning software
67
ROCKEFELLER CAPITAL MANAGEMENT reported RAUM up 35% ($51.82B -> $70.03B). IAPD ↗
$70.03B RAUM · 748 reps · 212-549-5100
Portfolio / reporting / TAMPCRMFinancial planning software
67
APOLLON WEALTH MANAGEMENT, LLC reported RAUM up 40% ($5.52B -> $7.72B). IAPD ↗
$7.72B RAUM · 115 reps · 843-579-0018 · tampawealthadvisor.net
Portfolio / reporting / TAMPCRMFinancial planning software
67
BEYOND WEALTH MANAGEMENT GROUP, LLC reported RAUM up 64% ($65.6M -> $107.4M). IAPD ↗
$107.4M RAUM · 3 reps · 845-750-6213 · beyondwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
SETTANNI FINANCIAL LLC reported RAUM up 46% ($230.8M -> $336.8M). IAPD ↗
$336.8M RAUM · 4 reps · (914) 767-0974
Portfolio / reporting / TAMPCRMFinancial planning software
67
KATHMERE CAPITAL MANAGEMENT, LLC reported RAUM up 36% ($1.84B -> $2.51B). IAPD ↗
$2.51B RAUM · 14 reps · 610-989-3900
Portfolio / reporting / TAMPCRMFinancial planning software
67
BRANDYWINE ASSET MANAGEMENT reported RAUM up 61% ($140.0M -> $225.0M). IAPD ↗
$225.0M RAUM · 1 reps · 610-361-1000
Portfolio / reporting / TAMPCRMFinancial planning software
67
UX WEALTH PARTNERS LLC reported RAUM up 37% ($1.50B -> $2.06B). IAPD ↗
$2.06B RAUM · 4 reps · 720-797-8357
Portfolio / reporting / TAMPCRMFinancial planning software
67
SMART WEALTH, LLC reported RAUM up 45% ($302.9M -> $440.0M). IAPD ↗
$440.0M RAUM · 16 reps · 402-369-7777
Portfolio / reporting / TAMPCRMFinancial planning software
67
NILSINE PARTNERS, LLC reported RAUM up 38% ($1.24B -> $1.71B). IAPD ↗
$1.71B RAUM · 11 reps · 303-529-5800 · link.edgepilot.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
X ADVISORS, LLC reported RAUM up 61% ($117.8M -> $189.9M). IAPD ↗
$189.9M RAUM · 8 reps · 805-465-9232 · xadvisors.co
Portfolio / reporting / TAMPCRMFinancial planning software
67
CALLAN FAMILY OFFICE, LLC reported RAUM up 40% ($4.77B -> $6.67B). IAPD ↗
$6.67B RAUM · 14 reps · (877) 506-7990
Portfolio / reporting / TAMPCRMFinancial planning software
67
FAMILY WEALTH PARTNERS, LLC reported RAUM up 48% ($210.4M -> $312.1M). IAPD ↗
$312.1M RAUM · 6 reps · (704) 321-0152 · fwpnc.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
FINANCIAL NETWORK WEALTH ADVISORS LLC reported RAUM up 48% ($287.1M -> $425.2M). IAPD ↗
$425.2M RAUM · 5 reps · 801-748-0044
Portfolio / reporting / TAMPCRMFinancial planning software
67
KINGSMAN WEALTH MANAGEMENT reported RAUM up 63% ($120.2M -> $195.6M). IAPD ↗
$195.6M RAUM · 2 reps · 850-565-3780
Portfolio / reporting / TAMPCRMFinancial planning software
67
BREAKWATER CAPITAL GROUP reported RAUM up 45% ($579.7M -> $843.4M). IAPD ↗
$843.4M RAUM · 3 reps · (551) 342-3733 · breakwatercapitalgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
STABLEPOINT PARTNERS, LLC reported RAUM up 49% ($534.7M -> $797.7M). IAPD ↗
$797.7M RAUM · 6 reps · (781) 654-4600 · stablepointpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
FRIDAY FINANCIAL reported RAUM up 63% ($129.1M -> $210.5M). IAPD ↗
$210.5M RAUM · 5 reps · (563) 552-7526
Portfolio / reporting / TAMPCRMFinancial planning software
66
LPL FINANCIAL LLC reported RAUM up 34% ($463.48B -> $618.92B). IAPD ↗
$618.92B RAUM · 28347 reps · 704-733-3300
Portfolio / reporting / TAMPCRMFinancial planning software
66
PRIMERICA ADVISORS reported RAUM up 32% ($8.46B -> $11.16B). IAPD ↗
$11.16B RAUM · 3732 reps · 833-786-0550
Portfolio / reporting / TAMPCRMFinancial planning software
66
DOMINARI SECURITIES LLC reported RAUM up 55% ($26.8M -> $41.6M). IAPD ↗
$41.6M RAUM · 8 reps · 212-393-4500 · dominarisecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WORLD ADVISORY SERVICES reported RAUM up 32% ($1.32B -> $1.73B). IAPD ↗
$1.73B RAUM · 118 reps · 732-758-9300 · buyholdplus.com, http
Portfolio / reporting / TAMPCRMFinancial planning software
66
WESTPARK CAPITAL, INC. reported RAUM up 59% ($30.0M -> $47.6M). IAPD ↗
$47.6M RAUM · 10 reps · 347-429-8380 · diligentfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
EATON VANCE MANAGEMENT reported RAUM up 35% ($63.04B -> $84.88B). IAPD ↗
$84.88B RAUM · 189 reps · 617-482-8260
Portfolio / reporting / TAMPCRMFinancial planning software
66
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. reported RAUM up 33% ($1.05B -> $1.39B). IAPD ↗
$1.39B RAUM · 7 reps · 617-227-3111 · pimboston.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WEITZ INVESTMENT MANAGEMENT, INC. reported RAUM up 32% ($5.15B -> $6.83B). IAPD ↗
$6.83B RAUM · 14 reps · 402-391-1980 · weitzinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LAW & ASSOCIATES INC reported RAUM up 42% ($214.2M -> $304.6M). IAPD ↗
$304.6M RAUM · 3 reps · [301]229-8500
Portfolio / reporting / TAMPCRMFinancial planning software
66
POTOMAC FUND MANAGEMENT reported RAUM up 33% ($1.39B -> $1.86B). IAPD ↗
$1.86B RAUM · 24 reps · (305) 824-2702 · potomac.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DRIEHAUS CAPITAL MANAGEMENT LLC reported RAUM up 30% ($15.17B -> $19.76B). IAPD ↗
$19.76B RAUM · 28 reps · 312-587-3800
Portfolio / reporting / TAMPCRMFinancial planning software
66
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC reported RAUM up 31% ($1098.81B -> $1436.97B). IAPD ↗
$1436.97B RAUM · 173 reps · 415-667-9200
Portfolio / reporting / TAMPCRMFinancial planning software
66
ONEDIGITAL reported RAUM up 33% ($107.10B -> $142.60B). IAPD ↗
$142.60B RAUM · 333 reps · 877-742-2021
Portfolio / reporting / TAMPCRMFinancial planning software
66
NATIXIS ADVISORS, LLC reported RAUM up 34% ($63.77B -> $85.23B). IAPD ↗
$85.23B RAUM · 70 reps · 617-449-2802
Portfolio / reporting / TAMPCRMFinancial planning software
66
FULLER & THALER ASSET MANAGEMENT INC reported RAUM up 33% ($20.40B -> $27.11B). IAPD ↗
$27.11B RAUM · 11 reps · 650-931-1500 · fullerthalerfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ADELL HARRIMAN & CARPENTER reported RAUM up 32% ($1.33B -> $1.76B). IAPD ↗
$1.76B RAUM · 5 reps · 713-621-1155 · ahcinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MOON CAPITAL MANAGEMENT, LLC reported RAUM up 42% ($278.4M -> $395.2M). IAPD ↗
$395.2M RAUM · 3 reps · 865-546-1234 · mooncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SEIA reported RAUM up 32% ($14.21B -> $18.73B). IAPD ↗
$18.73B RAUM · 99 reps · 310-712-2323
Portfolio / reporting / TAMPCRMFinancial planning software
66
DOLAN MCENIRY CAPITAL MANAGEMENT LLC reported RAUM up 33% ($9.49B -> $12.62B). IAPD ↗
$12.62B RAUM · 15 reps · 312-345-4800
Portfolio / reporting / TAMPCRMFinancial planning software
66
BUCKHEAD CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($3.92B -> $5.17B). IAPD ↗
$5.17B RAUM · 12 reps · 404-720-8800 · buckheadcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
BOREAL CAPITAL MANAGEMENT LLC reported RAUM up 34% ($1.38B -> $1.84B). IAPD ↗
$1.84B RAUM · 28 reps · 305-459-5400 · borealcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MAIN STREET RESEARCH LLC reported RAUM up 31% ($1.82B -> $2.38B). IAPD ↗
$2.38B RAUM · 16 reps · 860.435.2350
Portfolio / reporting / TAMPCRMFinancial planning software
66
TRUE NORTH ADVISORS, LLC reported RAUM up 34% ($3.34B -> $4.48B). IAPD ↗
$4.48B RAUM · 28 reps · 214-360-7300 · truenorthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported RAUM up 31% ($72.02B -> $94.63B). IAPD ↗
$94.63B RAUM · 730 reps · 763-417-1700
Portfolio / reporting / TAMPCRMFinancial planning software
66
JAMES RIVER ASSET MANAGEMENT, LLC reported RAUM up 58% ($149.1M -> $236.0M). IAPD ↗
$236.0M RAUM · 4 reps · 804-323-0517 · jamesriverwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HOWARD CAPITAL MANAGEMENT, INC. reported RAUM up 31% ($5.23B -> $6.87B). IAPD ↗
$6.87B RAUM · 15 reps · 770-642-4902 · hcmguidedretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WINDSOR ADVISORY GROUP, LLC reported RAUM up 30% ($1.98B -> $2.58B). IAPD ↗
$2.58B RAUM · 14 reps · 614-545-0300
Portfolio / reporting / TAMPCRMFinancial planning software
66
FIFTH AVENUE FAMILY OFFICE reported RAUM up 43% ($633.4M -> $908.5M). IAPD ↗
$908.5M RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GREAT VALLEY ADVISOR GROUP, INC. reported RAUM up 33% ($7.34B -> $9.73B). IAPD ↗
$9.73B RAUM · 191 reps · 302-483-7200 · cappyscpa.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WARTHER PRIVATE WEALTH reported RAUM up 42% ($261.7M -> $371.3M). IAPD ↗
$371.3M RAUM · 2 reps · 330-867-6999
Portfolio / reporting / TAMPCRMFinancial planning software
66
THE STRATEGIC FINANCIAL ALLIANCE reported RAUM up 41% ($334.0M -> $470.9M). IAPD ↗
$470.9M RAUM · 46 reps · 678-954-4000 · thesfa.net
Portfolio / reporting / TAMPCRMFinancial planning software
66
PROVENANCE WEALTH ADVISORS reported RAUM up 35% ($2.62B -> $3.52B). IAPD ↗
$3.52B RAUM · 21 reps · 954-712-8888
Portfolio / reporting / TAMPCRMFinancial planning software
66
OAKBOURNE ADVISORS reported RAUM up 45% ($195.7M -> $283.6M). IAPD ↗
$283.6M RAUM · 7 reps · 908-850-9991 · nstarinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. reported RAUM up 44% ($566.2M -> $813.5M). IAPD ↗
$813.5M RAUM · 66 reps · 954-334-3450 · elwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
NAVIGATION GROUP LLC reported RAUM up 44% ($644.2M -> $927.5M). IAPD ↗
$927.5M RAUM · 5 reps · 650-595-1700 · navigationgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
NXG INVESTMENT MANAGEMENT reported RAUM up 33% ($1.11B -> $1.48B). IAPD ↗
$1.48B RAUM · 5 reps · 214-692-6334 · nxgim.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CLIFFWATER LLC reported RAUM up 31% ($26.71B -> $35.09B). IAPD ↗
$35.09B RAUM · 102 reps · 310-448-5000 · cliffwater.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
NEPSIS, INC. reported RAUM up 42% ($350.8M -> $497.8M). IAPD ↗
$497.8M RAUM · 25 reps · 952-746-2003
Portfolio / reporting / TAMPCRMFinancial planning software
66
FORT POINT CAPITAL PARTNERS LLC reported RAUM up 34% ($1.49B -> $2.00B). IAPD ↗
$2.00B RAUM · 16 reps · (415) 449-0570 · fortpointcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. reported RAUM up 34% ($17.56B -> $23.55B). IAPD ↗
$23.55B RAUM · 19 reps · (617) 428-7100
Portfolio / reporting / TAMPCRMFinancial planning software
66
MERCER GLOBAL ADVISORS INC. reported RAUM up 33% ($45.35B -> $60.26B). IAPD ↗
$60.26B RAUM · 741 reps · (888) 885-8101
Portfolio / reporting / TAMPCRMFinancial planning software
66
CAPRICORN INVESTMENT GROUP LLC reported RAUM up 33% ($9.40B -> $12.47B). IAPD ↗
$12.47B RAUM · 12 reps · 650-331-8800 · capricornllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ROUNDVIEW CAPITAL, LLC reported RAUM up 33% ($1.41B -> $1.88B). IAPD ↗
$1.88B RAUM · 5 reps · 609-688-9500 · roundviewcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MILLBURN RIDGEFIELD LLC reported RAUM up 31% ($6.84B -> $8.97B). IAPD ↗
$8.97B RAUM · 23 reps · 212-332-7300
Portfolio / reporting / TAMPCRMFinancial planning software
66
16TH AMENDMENT ADVISORS LLC reported RAUM up 41% ($228.8M -> $323.6M). IAPD ↗
$323.6M RAUM · 6 reps · 212-332-1600 · 16rock.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HHM WEALTH ADVISORS, LLC reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗
$1.41B RAUM · 13 reps · 423-826-1670
Portfolio / reporting / TAMPCRMFinancial planning software
66
FORT SHERIDAN ADVISORS LLC reported RAUM up 40% ($647.9M -> $908.9M). IAPD ↗
$908.9M RAUM · 5 reps · 847-559-9700 · karmincapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MERIDIAN WEALTH MANAGEMENT, LLC reported RAUM up 34% ($2.91B -> $3.89B). IAPD ↗
$3.89B RAUM · 53 reps · 859-543-4516
Portfolio / reporting / TAMPCRMFinancial planning software
66
VERUS CAPITAL PARTNERS, LLC reported RAUM up 32% ($1.56B -> $2.07B). IAPD ↗
$2.07B RAUM · 38 reps · 480-990-3719 · guardianwb.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
EXPAND FINANCIAL, LLC reported RAUM up 31% ($1.40B -> $1.84B). IAPD ↗
$1.84B RAUM · 3 reps · 720-387-8158 · expandfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SELECT MONEY MANAGEMENT, INC. reported RAUM up 35% ($1.11B -> $1.49B). IAPD ↗
$1.49B RAUM · 8 reps · 949-975-7900 · selectportfolio.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
EMPIRICAL ASSET MANAGEMENT, LLC reported RAUM up 42% ($328.7M -> $467.0M). IAPD ↗
$467.0M RAUM · 11 reps · 781-431-2223 · empiricalam.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CWA ASSET MANAGEMENT GROUP reported RAUM up 32% ($2.53B -> $3.34B). IAPD ↗
$3.34B RAUM · 30 reps · 239-434-7434
Portfolio / reporting / TAMPCRMFinancial planning software
66
CANTOR FITZGERALD INVESTMENT ADVISORS reported RAUM up 34% ($1.78B -> $2.38B). IAPD ↗
$2.38B RAUM · 7 reps · (212) 915-1722 · cantor.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CV ADVISORS LLC reported RAUM up 33% ($9.68B -> $12.86B). IAPD ↗
$12.86B RAUM · 19 reps · 305-358-5990 · cv-advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
UNIO CAPITAL LLC reported RAUM up 44% ($219.8M -> $315.4M). IAPD ↗
$315.4M RAUM · 5 reps · 212-920-2000
Portfolio / reporting / TAMPCRMFinancial planning software
66
ELM WEALTH reported RAUM up 34% ($1.50B -> $2.02B). IAPD ↗
$2.02B RAUM · 5 reps · (888) 676-3148
Portfolio / reporting / TAMPCRMFinancial planning software
66
QUINT INVESTMENTS AND INSURANCE reported RAUM up 58% ($56.0M -> $88.5M). IAPD ↗
$88.5M RAUM · 8 reps · 845-345-3628 · quintii.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
J. HAGAN CAPITAL, INC. reported RAUM up 41% ($185.6M -> $260.9M). IAPD ↗
$260.9M RAUM · 7 reps · (502) 690-5635
Portfolio / reporting / TAMPCRMFinancial planning software
66
EXCEED ADVISORY LLC reported RAUM up 56% ($49.1M -> $76.7M). IAPD ↗
$76.7M RAUM · 2 reps · 646-580-7046
Portfolio / reporting / TAMPCRMFinancial planning software
66
MCADAM LLC reported RAUM up 32% ($1.74B -> $2.29B). IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
Portfolio / reporting / TAMPCRMFinancial planning software
66
IHT WEALTH MANAGEMENT LLC reported RAUM up 32% ($4.82B -> $6.38B). IAPD ↗
$6.38B RAUM · 153 reps · 855-295-2828
Portfolio / reporting / TAMPCRMFinancial planning software
66
CITRINE CAPITAL reported RAUM up 43% ($194.6M -> $278.1M). IAPD ↗
$278.1M RAUM · 5 reps · (415) 494-8262 · citrinecapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MONECO ADVISORS reported RAUM up 30% ($1.47B -> $1.92B). IAPD ↗
$1.92B RAUM · 43 reps · 203-319-3550 · monecoadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WEALTHCARE ADVISORY PARTNERS LLC reported RAUM up 32% ($4.54B -> $6.02B). IAPD ↗
$6.02B RAUM · 154 reps · 804.644.4711
Portfolio / reporting / TAMPCRMFinancial planning software
66
CASILIO LEITCH INVESTMENTS reported RAUM up 55% ($151.3M -> $235.1M). IAPD ↗
$235.1M RAUM · 4 reps · 925-448-2215 · clpwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
STEWARDSHIP ADVISORS, LLC reported RAUM up 44% ($321.2M -> $461.5M). IAPD ↗
$461.5M RAUM · 9 reps · (717) 492-4787 · mystewardshipadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PENNINGTON PARTNERS & CO., LLC reported RAUM up 33% ($2.97B -> $3.95B). IAPD ↗
$3.95B RAUM · 15 reps · 202-370-6435 · pennington.addepar.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WEST RIDGE ADVISORS reported RAUM up 42% ($188.6M -> $268.1M). IAPD ↗
$268.1M RAUM · 10 reps · (702) 547-9483 · westridgeadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
INVST, LLC reported RAUM up 33% ($1.35B -> $1.79B). IAPD ↗
$1.79B RAUM · 39 reps · 317-202-1891 · levinefinancial.net
Portfolio / reporting / TAMPCRMFinancial planning software
66
ONESEVEN reported RAUM up 32% ($3.68B -> $4.85B). IAPD ↗
$4.85B RAUM · 95 reps · 216-865-1700
Portfolio / reporting / TAMPCRMFinancial planning software
66
TRANSFORM WEALTH, LLC reported RAUM up 34% ($2.51B -> $3.38B). IAPD ↗
$3.38B RAUM · 18 reps · 303-741-2560 · transformwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
OREI ADVISORS LP reported RAUM up 31% ($1.31B -> $1.71B). IAPD ↗
$1.71B RAUM · 21 reps · 650-681-0185 · ohanare.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GPS WEALTH STRATEGIES GROUP, LLC reported RAUM up 33% ($1.07B -> $1.42B). IAPD ↗
$1.42B RAUM · 26 reps · 7204145412 · lizwindisch.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ABOUND WEALTH MANAGEMENT, LLC reported RAUM up 31% ($1.07B -> $1.39B). IAPD ↗
$1.39B RAUM · 22 reps · 615-226-3667 · moneyguy.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
VIDENT ASSET MANAGEMENT reported RAUM up 35% ($8.99B -> $12.09B). IAPD ↗
$12.09B RAUM · 8 reps · 404-267-1501 · videntam.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
FSAM LLC reported RAUM up 58% ($71.5M -> $112.9M). IAPD ↗
$112.9M RAUM · 8 reps · 770-777-9373 · fssec.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ALERA INVESTMENT ADVISORS, LLC reported RAUM up 31% ($2.73B -> $3.57B). IAPD ↗
$3.57B RAUM · 53 reps · (847) 457-3000 · aleragroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
POST ROAD GROUP LLC reported RAUM up 34% ($1.49B -> $1.99B). IAPD ↗
$1.99B RAUM · 20 reps · 203-518-8460
Portfolio / reporting / TAMPCRMFinancial planning software
66
MONON WEALTH MANAGEMENT reported RAUM up 45% ($312.2M -> $452.2M). IAPD ↗
$452.2M RAUM · 7 reps · (317) 993-3999
Portfolio / reporting / TAMPCRMFinancial planning software
66
CREDICORP CAPITAL ADVISORS LLC reported RAUM up 42% ($694.6M -> $983.4M). IAPD ↗
$983.4M RAUM · 10 reps · 305-455-0975 · credicorpcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ANDERSON FINANCIAL STRATEGIES, LLC reported RAUM up 42% ($245.7M -> $348.1M). IAPD ↗
$348.1M RAUM · 5 reps · (855)237-4545
Portfolio / reporting / TAMPCRMFinancial planning software
66
CROAK CAPITAL reported RAUM up 41% ($213.1M -> $300.2M). IAPD ↗
$300.2M RAUM · 6 reps · 419-464-7000
Portfolio / reporting / TAMPCRMFinancial planning software
66
AARON WEALTH ADVISORS reported RAUM up 34% ($1.95B -> $2.61B). IAPD ↗
$2.61B RAUM · 9 reps · 312-506-5780 · aaronwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MODEL WEALTH reported RAUM up 43% ($200.3M -> $286.1M). IAPD ↗
$286.1M RAUM · 4 reps · (630) 381-1170 · modelwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
STOKES FAMILY OFFICE LLC reported RAUM up 32% ($1.87B -> $2.48B). IAPD ↗
$2.48B RAUM · 10 reps · (504) 399-4100 · stokesfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ECIO, INC. reported RAUM up 59% ($146.0M -> $231.7M). IAPD ↗
$231.7M RAUM · 4 reps · 608-291-4646 · getecio.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
F/M INVESTMENTS LLC reported RAUM up 32% ($12.85B -> $16.90B). IAPD ↗
$16.90B RAUM · 38 reps · 202-839-4910
Portfolio / reporting / TAMPCRMFinancial planning software
66
GREENBRIDGE PARTNERS LLC reported RAUM up 43% ($178.7M -> $254.8M). IAPD ↗
$254.8M RAUM · 1 reps · 863-688-5938
Portfolio / reporting / TAMPCRMFinancial planning software
66
QUILITY FINANCIAL ADVISORS reported RAUM up 60% ($44.5M -> $71.0M). IAPD ↗
$71.0M RAUM · 15 reps · 321-888-2599
Portfolio / reporting / TAMPCRMFinancial planning software
66
FAITHWARD CAPITAL reported RAUM up 44% ($631.2M -> $906.1M). IAPD ↗
$906.1M RAUM · 4 reps · (844) 970-4055 · sevenonesevencapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LEGADO WEALTH MANAGEMENT LLC reported RAUM up 55% ($16.4M -> $25.4M). IAPD ↗
$25.4M RAUM · 1 reps · 212-697-3420 · legadowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SWAN CAPITAL reported RAUM up 41% ($190.7M -> $268.9M). IAPD ↗
$268.9M RAUM · 4 reps · (850) 380-9558
Portfolio / reporting / TAMPCRMFinancial planning software
66
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC reported RAUM up 31% ($9.85B -> $12.91B). IAPD ↗
$12.91B RAUM · 25 reps · 414.765.1980 · nisi.net
Portfolio / reporting / TAMPCRMFinancial planning software
66
HOXTON WEALTH USA LLC reported RAUM up 44% ($326.3M -> $470.0M). IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
Portfolio / reporting / TAMPCRMFinancial planning software
66
ALPHA CAPITAL FAMILY OFFICE, LLC reported RAUM up 55% ($140.2M -> $217.4M). IAPD ↗
$217.4M RAUM · 8 reps · 303-900-1911 · acfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GRANTVEST FINANCIAL GROUP LLC reported RAUM up 59% ($107.0M -> $170.0M). IAPD ↗
$170.0M RAUM · 5 reps · (732) 970-6659 · grantvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CW ADVISORS, LLC reported RAUM up 34% ($6.92B -> $9.30B). IAPD ↗
$9.30B RAUM · 62 reps · (617) 428-7600 · cwadvisorsgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CYPRESS CAPITAL WEALTH MANAGEMENT LLC reported RAUM up 57% ($149.5M -> $234.6M). IAPD ↗
$234.6M RAUM · 1 reps · (734) 228-0460
Portfolio / reporting / TAMPCRMFinancial planning software
66
ROLLINS FINANCIAL ADVISORS, LLC reported RAUM up 30% ($1.06B -> $1.38B). IAPD ↗
$1.38B RAUM · 7 reps · 404-892-7967 · focusfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ESSENTIAL PARTNERS LLC reported RAUM up 45% ($224.7M -> $325.1M). IAPD ↗
$325.1M RAUM · 1 reps · 213-878-0074 · essentialp.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ELDRED ROCK PARTNERS, LLC reported RAUM up 44% ($337.9M -> $487.6M). IAPD ↗
$487.6M RAUM · 5 reps · 726-208-0800 · eldredrock.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HIGHPOINT PLANNING PARTNERS reported RAUM up 33% ($3.00B -> $4.00B). IAPD ↗
$4.00B RAUM · 100 reps · 630-719-9222
Portfolio / reporting / TAMPCRMFinancial planning software
66
SK ADVISOR NETWORK, LLC reported RAUM up 57% ($105.4M -> $165.2M). IAPD ↗
$165.2M RAUM · 2 reps · (214) 379-3336
Portfolio / reporting / TAMPCRMFinancial planning software
66
PEAK RETIREMENT PLANNING, INC. reported RAUM up 60% ($151.9M -> $242.5M). IAPD ↗
$242.5M RAUM · 14 reps · (614) 500-4121 · peakretirementplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
VALIDUS CAPITAL LLC reported RAUM up 33% ($1.63B -> $2.18B). IAPD ↗
$2.18B RAUM · 7 reps · (424) 499-1360 · validus-cap.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MDRN CAPITAL reported RAUM up 58% ($101.6M -> $160.9M). IAPD ↗
$160.9M RAUM · 23 reps · 410-533-9966
Portfolio / reporting / TAMPCRMFinancial planning software
66
THREE SEASONS WEALTH reported RAUM up 45% ($250.0M -> $361.7M). IAPD ↗
$361.7M RAUM · 6 reps · 801-662-0585 · threeseasonswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
EIGHT 31 FINANCIAL, LLC reported RAUM up 41% ($350.5M -> $494.3M). IAPD ↗
$494.3M RAUM · 3 reps · 423-282-0251
Portfolio / reporting / TAMPCRMFinancial planning software
66
LEGACY EDGE ADVISORS reported RAUM up 43% ($627.0M -> $896.2M). IAPD ↗
$896.2M RAUM · 12 reps · 516-447-4200
Portfolio / reporting / TAMPCRMFinancial planning software
66
QUANTIFY FUNDS reported RAUM up 59% ($35.6M -> $56.7M). IAPD ↗
$56.7M RAUM · 3 reps · 917-696-6359 · quantifyfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
POMONA WEALTH MANAGEMENT, LLC reported RAUM up 57% ($105.4M -> $165.2M). IAPD ↗
$165.2M RAUM · 2 reps · 509-643-6028 · pomonawm.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SILVER LAKE CAPITAL PARTNERS reported RAUM up 57% ($149.7M -> $234.6M). IAPD ↗
$234.6M RAUM · 2 reps · 972-701-2040 · silverlakecp.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DIVERSIFIED, LLC reported RAUM up 34% ($1.55B -> $2.08B). IAPD ↗
$2.08B RAUM · 28 reps · 302-765-3500
Portfolio / reporting / TAMPCRMFinancial planning software
66
AUTOPILOT reported RAUM up 45% ($319.5M -> $462.0M). IAPD ↗
$462.0M RAUM · 0 reps · 646-574-4316
Portfolio / reporting / TAMPCRMFinancial planning software
65
WELLS FARGO ADVISORS reported RAUM up 28% ($154.19B -> $197.36B). IAPD ↗
$197.36B RAUM · 2274 reps · 314-875-3000 · stories.wf.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. reported RAUM up 26% ($3.76B -> $4.74B). IAPD ↗
$4.74B RAUM · 9 reps · 858-964-0500
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPITOL SECURITIES MANAGEMENT, INC. reported RAUM up 30% ($1.40B -> $1.82B). IAPD ↗
$1.82B RAUM · 126 reps · 888-612-1484
Portfolio / reporting / TAMPCRMFinancial planning software
65
OFG FINANCIAL SERVICES, INC. reported RAUM up 38% ($196.0M -> $270.0M). IAPD ↗
$270.0M RAUM · 37 reps · 785-233-4071 · ofgfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PARK AVENUE SECURITIES LLC reported RAUM up 26% ($11.88B -> $15.00B). IAPD ↗
$15.00B RAUM · 1963 reps · 1-888-600-4667 · vestwise.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MIDWESTERN SECURITIES TRADING CO.,LLC reported RAUM up 29% ($1.26B -> $1.63B). IAPD ↗
$1.63B RAUM · 41 reps · 309-699-6786
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATEGIC ADVISERS LLC reported RAUM up 29% ($824.74B -> $1067.66B). IAPD ↗
$1067.66B RAUM · 16178 reps · 617-563-7000 · reddit.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
OBERWEIS ASSET MANAGEMENT INC reported RAUM up 30% ($3.04B -> $3.94B). IAPD ↗
$3.94B RAUM · 16 reps · 630-577-2300 · oberweis.net
Portfolio / reporting / TAMPCRMFinancial planning software
65
DANA INVESTMENT ADVISORS INC reported RAUM up 28% ($4.51B -> $5.76B). IAPD ↗
$5.76B RAUM · 27 reps · 262-782-3631 · danainvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PDS PLANNING INC reported RAUM up 29% ($1.39B -> $1.79B). IAPD ↗
$1.79B RAUM · 11 reps · 614-481-8449 · pdsplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
EVERHART ADVISORS reported RAUM up 30% ($1.45B -> $1.87B). IAPD ↗
$1.87B RAUM · 26 reps · 614-717-9705
Portfolio / reporting / TAMPCRMFinancial planning software
65
EAGLE GLOBAL ADVISORS LLC reported RAUM up 27% ($1.94B -> $2.46B). IAPD ↗
$2.46B RAUM · 10 reps · 713-952-3550 · eagleglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CONSTELLATION INVESTMENTS, INC. reported RAUM up 124% ($11.75B -> $26.31B). IAPD ↗institutional
$26.31B RAUM · 6 reps · 513-794-6100 · constellationinsurance.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HUTNER CAPITAL MANAGEMENT INC. reported RAUM up 40% ($193.9M -> $270.7M). IAPD ↗
$270.7M RAUM · 3 reps · 802-366-8157 · hutnercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FINANCIAL MANAGEMENT, INC. reported RAUM up 53% ($118.1M -> $181.2M). IAPD ↗
$181.2M RAUM · 3 reps · 501-227-7400 · fmioffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
LADENBURG THALMANN ASSET MANAGEMENT INC reported RAUM up 30% ($4.32B -> $5.61B). IAPD ↗
$5.61B RAUM · 14 reps · 800-995-5267
Portfolio / reporting / TAMPCRMFinancial planning software
65
PECONIC PARTNERS LLC reported RAUM up 29% ($1.42B -> $1.84B). IAPD ↗
$1.84B RAUM · 5 reps · 212-904-0440 · peconic.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
COMMUNITY CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($5.00B -> $6.26B). IAPD ↗
$6.26B RAUM · 17 reps · 877-272-1977
Portfolio / reporting / TAMPCRMFinancial planning software
65
LASALLE ST. INVESTMENT ADVISORS, L.L.C. reported RAUM up 25% ($3.48B -> $4.35B). IAPD ↗
$4.35B RAUM · 137 reps · 630-600-0500
Portfolio / reporting / TAMPCRMFinancial planning software
65
SLOY, DAHL & HOLST, LLC reported RAUM up 26% ($1.34B -> $1.68B). IAPD ↗
$1.68B RAUM · 5 reps · 503-248-9800 · sdh-inc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
J.P. MORGAN PRIVATE INVESTMENTS INC. reported RAUM up 28% ($292.91B -> $375.63B). IAPD ↗
$375.63B RAUM · 73 reps · 212-464-2070 · sixcirclesfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CG ADVISORY SERVICES reported RAUM up 25% ($3.22B -> $4.02B). IAPD ↗
$4.02B RAUM · 69 reps · 517-339-7662
Portfolio / reporting / TAMPCRMFinancial planning software
65
ALLWORTH FINANCIAL, L.P. reported RAUM up 30% ($19.31B -> $25.10B). IAPD ↗
$25.10B RAUM · 151 reps · 916-482-2196 · georgemckelvey.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
COLLEY ASSET MANAGEMENT, INC. reported RAUM up 40% ($252.6M -> $353.6M). IAPD ↗
$353.6M RAUM · 1 reps · 518-581-0500 · colleyassetmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ADVISORS CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($7.44B -> $9.47B). IAPD ↗
$9.47B RAUM · 41 reps · 201-447-3400 · bridgeviewwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
J. W. COLE ADVISORS, INC. reported RAUM up 25% ($5.74B -> $7.20B). IAPD ↗
$7.20B RAUM · 434 reps · (813) 935-6776
Portfolio / reporting / TAMPCRMFinancial planning software
65
BCS WEALTH MANAGEMENT, LLC reported RAUM up 35% ($599.4M -> $811.6M). IAPD ↗
$811.6M RAUM · 8 reps · 423-283-9821
Portfolio / reporting / TAMPCRMFinancial planning software
65
BEACON POINTE ADVISORS, LLC reported RAUM up 27% ($31.28B -> $39.84B). IAPD ↗
$39.84B RAUM · 355 reps · 949-718-1600
Portfolio / reporting / TAMPCRMFinancial planning software
65
CHARTER OAK CAPITAL MANAGEMENT reported RAUM up 28% ($1.11B -> $1.42B). IAPD ↗
$1.42B RAUM · 14 reps · 800-646-5720
Portfolio / reporting / TAMPCRMFinancial planning software
65
RETIREMENT PLAN ADVISORS, LLC reported RAUM up 28% ($1.47B -> $1.88B). IAPD ↗
$1.88B RAUM · 44 reps · 312-701-1100 · retirementplanadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
INDEPENDENT FINANCIAL PARTNERS reported RAUM up 28% ($9.76B -> $12.54B). IAPD ↗
$12.54B RAUM · 261 reps · 813-341-0960
Portfolio / reporting / TAMPCRMFinancial planning software
65
SOWELL MANAGEMENT reported RAUM up 27% ($3.33B -> $4.23B). IAPD ↗
$4.23B RAUM · 87 reps · 501-219-2434
Portfolio / reporting / TAMPCRMFinancial planning software
65
AVIDIAN WEALTH SOLUTIONS reported RAUM up 28% ($3.11B -> $3.99B). IAPD ↗
$3.99B RAUM · 32 reps · 281-822-8800 · retirementsurvivalguide.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PRUDENT INVESTORS reported RAUM up 39% ($295.4M -> $409.3M). IAPD ↗
$409.3M RAUM · 4 reps · 760-597-9255
Portfolio / reporting / TAMPCRMFinancial planning software
65
CHICKASAW CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($1.97B -> $2.53B). IAPD ↗
$2.53B RAUM · 10 reps · 901-537-1866 · chickasawcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TRADITION WEALTH MANAGEMENT LLC reported RAUM up 28% ($1.52B -> $1.95B). IAPD ↗
$1.95B RAUM · 28 reps · 952-563-6500 · traditionwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MAPLE CAPITAL MANAGEMENT, INC. reported RAUM up 27% ($1.72B -> $2.19B). IAPD ↗
$2.19B RAUM · 26 reps · 802-229-2838 · maplecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PERIGON WEALTH MANAGEMENT, LLC reported RAUM up 26% ($6.94B -> $8.71B). IAPD ↗
$8.71B RAUM · 82 reps · (877) 977-2555
Portfolio / reporting / TAMPCRMFinancial planning software
65
J. SAFRA ASSET MANAGEMENT CORPORATION reported RAUM up 25% ($3.68B -> $4.60B). IAPD ↗
$4.60B RAUM · 6 reps · 212-704-5553
Portfolio / reporting / TAMPCRMFinancial planning software
65
WATERLOO CAPITAL reported RAUM up 29% ($1.30B -> $1.69B). IAPD ↗
$1.69B RAUM · 37 reps · 512-777-5900
Portfolio / reporting / TAMPCRMFinancial planning software
65
TIETON CAPITAL MANAGEMENT reported RAUM up 38% ($194.7M -> $269.2M). IAPD ↗
$269.2M RAUM · 2 reps · 509-965-6488 · tietoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PGIM MULTI-ASSET SOLUTIONS LLC reported RAUM up 96% ($13.39B -> $26.26B). IAPD ↗institutional
$26.26B RAUM · 30 reps · 973-802-3137 · pgim.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
KOVACK ADVISORS, INC. reported RAUM up 29% ($4.29B -> $5.53B). IAPD ↗
$5.53B RAUM · 305 reps · 954-782-4771
Portfolio / reporting / TAMPCRMFinancial planning software
65
HARDY REED, LLC reported RAUM up 26% ($1.87B -> $2.36B). IAPD ↗
$2.36B RAUM · 13 reps · 662-823-4722 · hardyreed.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
COPPERWYND FINANCIAL reported RAUM up 36% ($530.6M -> $720.1M). IAPD ↗
$720.1M RAUM · 5 reps · 480-348-2100 · copperwyndfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
JAFFE TILCHIN INVESTMENT PARTNERS, LLC reported RAUM up 25% ($1.47B -> $1.84B). IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BESPOKE INVESTMENT GROUP, LLC reported RAUM up 51% ($51.2M -> $77.4M). IAPD ↗
$77.4M RAUM · 5 reps · 914-315-1248
Portfolio / reporting / TAMPCRMFinancial planning software
65
PURE FINANCIAL ADVISORS, LLC reported RAUM up 27% ($6.29B -> $8.02B). IAPD ↗
$8.02B RAUM · 64 reps · 866-876-7873 · purefinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SMITH ANGLIN FINANCIAL, LLC reported RAUM up 28% ($1.57B -> $2.01B). IAPD ↗
$2.01B RAUM · 16 reps · (972) 267-1244
Portfolio / reporting / TAMPCRMFinancial planning software
65
SCHRODERS CAPITAL MANAGEMENT (US) INC. reported RAUM up 25% ($23.16B -> $29.06B). IAPD ↗
$29.06B RAUM · 90 reps · 1-212-488-5330 · schroderscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HIGHTOWER ADVISORS, LLC reported RAUM up 27% ($130.24B -> $164.79B). IAPD ↗
$164.79B RAUM · 889 reps · 312-962-3800 · alinewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PROSPERITY FINANCIAL GROUP, INC. reported RAUM up 37% ($261.7M -> $358.9M). IAPD ↗
$358.9M RAUM · 9 reps · 925-314-8500
Portfolio / reporting / TAMPCRMFinancial planning software
65
ADVISORY SERVICES NETWORK reported RAUM up 26% ($6.82B -> $8.62B). IAPD ↗
$8.62B RAUM · 208 reps · 770-352-0449
Portfolio / reporting / TAMPCRMFinancial planning software
65
GLASHOFER FINANCIAL ADVISORS reported RAUM up 38% ($203.3M -> $281.3M). IAPD ↗
$281.3M RAUM · 2 reps · 301-424-4432
Portfolio / reporting / TAMPCRMFinancial planning software
65
UNITED ADVISORS AMERICA reported RAUM up 36% ($260.2M -> $353.7M). IAPD ↗
$353.7M RAUM · 22 reps · 877-443-0610
Portfolio / reporting / TAMPCRMFinancial planning software
65
LIGHTHOUSE RETIREMENT reported RAUM up 52% ($139.0M -> $211.9M). IAPD ↗
$211.9M RAUM · 1 reps · 772-299-7169 · lighthouseretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CHICAGO PARTNERS INVESTMENT GROUP LLC reported RAUM up 30% ($4.59B -> $5.96B). IAPD ↗
$5.96B RAUM · 46 reps · 312 284 6363
Portfolio / reporting / TAMPCRMFinancial planning software
65
JACOBI CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($1.69B -> $2.19B). IAPD ↗
$2.19B RAUM · 24 reps · 570-826-1801
Portfolio / reporting / TAMPCRMFinancial planning software
65
HAVEN WEALTH GROUP reported RAUM up 39% ($285.6M -> $397.8M). IAPD ↗
$397.8M RAUM · 9 reps · 713-980-8820
Portfolio / reporting / TAMPCRMFinancial planning software
65
PARADIGM WEALTH MANAGEMENT, LLC reported RAUM up 37% ($347.9M -> $475.6M). IAPD ↗
$475.6M RAUM · 6 reps · 440-892-5900 · investpwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPWEALTH ADVISORS, LLC reported RAUM up 26% ($1.35B -> $1.70B). IAPD ↗
$1.70B RAUM · 11 reps · 615-778-0740
Portfolio / reporting / TAMPCRMFinancial planning software
65
SOVEREIGN INVESTMENT ADVISORS LLC reported RAUM up 28% ($2.33B -> $2.99B). IAPD ↗
$2.99B RAUM · 6 reps · 480-385-2850 · sovereigninvestmentadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($202.4M -> $278.1M). IAPD ↗
$278.1M RAUM · 2 reps · 423-826-0944
Portfolio / reporting / TAMPCRMFinancial planning software
65
AGW CAPITAL ADVISORS reported RAUM up 29% ($1.15B -> $1.48B). IAPD ↗
$1.48B RAUM · 11 reps · 813-254-4700 · agwcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BULLDOG INVESTORS, LLP reported RAUM up 36% ($334.8M -> $456.0M). IAPD ↗
$456.0M RAUM · 3 reps · 201-556-0092 · bulldoginvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RJA ASSET MANAGEMENT LLC reported RAUM up 38% ($720.1M -> $992.5M). IAPD ↗
$992.5M RAUM · 5 reps · 203-655-8200 · rja-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HARVEST FUND ADVISORS LLC reported RAUM up 29% ($6.28B -> $8.07B). IAPD ↗
$8.07B RAUM · 9 reps · 610-293-7800
Portfolio / reporting / TAMPCRMFinancial planning software
65
CONWAY INVESTMENT SOLUTIONS reported RAUM up 29% ($1.00B -> $1.29B). IAPD ↗
$1.29B RAUM · 13 reps · 314-721-9696 · conwayis.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CWM, LLC reported RAUM up 26% ($26.77B -> $33.78B). IAPD ↗
$33.78B RAUM · 456 reps · 402-330-0808
Portfolio / reporting / TAMPCRMFinancial planning software
65
APOLLO CREDIT MANAGEMENT, LLC reported RAUM up 117% ($8.63B -> $18.71B). IAPD ↗institutional
$18.71B RAUM · 842 reps · 212-515-3200
Portfolio / reporting / TAMPCRMFinancial planning software
65
SNOWDEN CAPITAL ADVISORS LLC reported RAUM up 27% ($5.93B -> $7.55B). IAPD ↗
$7.55B RAUM · 97 reps · 646-218-9760 · snowdenlane.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PORTOLAN CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($1.22B -> $1.58B). IAPD ↗
$1.58B RAUM · 4 reps · 617-753-6400 · portolan.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RFG ADVISORY, LLC reported RAUM up 28% ($3.86B -> $4.94B). IAPD ↗
$4.94B RAUM · 135 reps · 205-397-2450
Portfolio / reporting / TAMPCRMFinancial planning software
65
CORECAP ADVISORS reported RAUM up 28% ($2.47B -> $3.17B). IAPD ↗
$3.17B RAUM · 97 reps · 888-296-3360 · simaskofinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
EFG ASSET MANAGEMENT (AMERICAS) CORP. reported RAUM up 27% ($1.51B -> $1.92B). IAPD ↗
$1.92B RAUM · 21 reps · 305-482-8000 · efginternational.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ANGELES WEALTH MANAGEMENT, LLC reported RAUM up 26% ($1.80B -> $2.27B). IAPD ↗
$2.27B RAUM · 6 reps · 310-393-6300 · angeleswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CLARO ADVISORS, LLC reported RAUM up 26% ($1.02B -> $1.28B). IAPD ↗
$1.28B RAUM · 16 reps · (800) 604-2838 · jimabbottclaroadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TUTTLE CAPITAL MANAGEMENT, LLC reported RAUM up 90% ($1.64B -> $3.11B). IAPD ↗institutional
$3.11B RAUM · 7 reps · 888-723-2821 · tuttlecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ACORNS reported RAUM up 26% ($8.21B -> $10.38B). IAPD ↗
$10.38B RAUM · 17 reps · 855-739-2859
Portfolio / reporting / TAMPCRMFinancial planning software
65
FSR WEALTH STRATEGIES reported RAUM up 54% ($154.3M -> $237.1M). IAPD ↗
$237.1M RAUM · 9 reps · 630-993-8200 · fsrwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ARAGON CAPITAL LLC reported RAUM up 36% ($209.9M -> $285.0M). IAPD ↗
$285.0M RAUM · 8 reps · (786) 529-6540
Portfolio / reporting / TAMPCRMFinancial planning software
65
OAKTREE ADVISORS LLC reported RAUM up 54% ($116.2M -> $179.3M). IAPD ↗
$179.3M RAUM · 3 reps · (610) 882-5670
Portfolio / reporting / TAMPCRMFinancial planning software
65
IBEX WEALTH ADVISORS, LLC reported RAUM up 36% ($709.7M -> $963.3M). IAPD ↗
$963.3M RAUM · 5 reps · 908-849-4800 · philiprongo.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RMR WEALTH BUILDERS, INC. reported RAUM up 30% ($1.70B -> $2.20B). IAPD ↗
$2.20B RAUM · 44 reps · (201) 836-2460
Portfolio / reporting / TAMPCRMFinancial planning software
65
SANCHEZ WEALTH MANAGEMENT GROUP, LLC reported RAUM up 36% ($342.2M -> $465.5M). IAPD ↗
$465.5M RAUM · 3 reps · 904-281-9261 · sanchezwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
JIM SAULNIER & ASSOCIATES, LLC reported RAUM up 55% ($116.4M -> $180.0M). IAPD ↗
$180.0M RAUM · 3 reps · 970-530-0556 · jimhelps.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SHUSTER ADVISORY GROUP, LLC reported RAUM up 26% ($6.28B -> $7.91B). IAPD ↗
$7.91B RAUM · 9 reps · (626) 578-0816 · sfgrpc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
AMPLIFY INVESTMENTS LLC reported RAUM up 89% ($5.33B -> $10.09B). IAPD ↗institutional
$10.09B RAUM · 28 reps · (630)-487-2530
Portfolio / reporting / TAMPCRMFinancial planning software
65
PINE VALLEY INVESTMENTS reported RAUM up 25% ($1.74B -> $2.18B). IAPD ↗
$2.18B RAUM · 30 reps · 856-334-8260
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPTRUST reported RAUM up 27% ($852.17B -> $1083.05B). IAPD ↗
$1083.05B RAUM · 816 reps · 919-870-6822
Portfolio / reporting / TAMPCRMFinancial planning software
65
SANCTUARY ADVISORS, LLC reported RAUM up 26% ($22.02B -> $27.70B). IAPD ↗
$27.70B RAUM · 337 reps · 317-975-7729
Portfolio / reporting / TAMPCRMFinancial planning software
65
SPYGLASS CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($1.40B -> $1.79B). IAPD ↗
$1.79B RAUM · 4 reps · 4153182366
Portfolio / reporting / TAMPCRMFinancial planning software
65
3EDGE ASSET MANAGEMENT, LP reported RAUM up 25% ($1.33B -> $1.66B). IAPD ↗
$1.66B RAUM · 12 reps · 844-903-3343
Portfolio / reporting / TAMPCRMFinancial planning software
65
GQG PARTNERS reported RAUM up 27% ($120.57B -> $153.00B). IAPD ↗
$153.00B RAUM · 21 reps · 754-218-5500
Portfolio / reporting / TAMPCRMFinancial planning software
65
WADDELL & ASSOCIATES, LLC reported RAUM up 27% ($1.34B -> $1.70B). IAPD ↗
$1.70B RAUM · 11 reps · 901-767-9187 · vimeo.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
APEXIUM FINANCIAL LP reported RAUM up 28% ($2.64B -> $3.38B). IAPD ↗
$3.38B RAUM · 10 reps · 212-225-9500
Portfolio / reporting / TAMPCRMFinancial planning software
65
PLUM STREET ADVISORS, LLC reported RAUM up 37% ($261.5M -> $359.4M). IAPD ↗
$359.4M RAUM · 5 reps · 504-517-5107 · plumstreetadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MMBG INVESTMENT ADVISORS CO. reported RAUM up 25% ($1.97B -> $2.46B). IAPD ↗
$2.46B RAUM · 5 reps · 305-374-0704 · mmbginvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BLUE RIDGE WEALTH PLANNERS reported RAUM up 37% ($201.2M -> $275.7M). IAPD ↗
$275.7M RAUM · 7 reps · 865-392-4260 · planforeverything.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MAYTECH GLOBAL INVESTMENTS reported RAUM up 35% ($627.2M -> $848.5M). IAPD ↗
$848.5M RAUM · 4 reps · 212-899-2730 · maytechglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WHITAKER-MYERS WEALTH MANAGERS, LTD. reported RAUM up 39% ($513.0M -> $713.1M). IAPD ↗
$713.1M RAUM · 15 reps · (330) 345-5000
Portfolio / reporting / TAMPCRMFinancial planning software
65
PERENNIAL FINANCIAL SERVICES reported RAUM up 28% ($1.48B -> $1.90B). IAPD ↗
$1.90B RAUM · 42 reps · 310-445-2504
Portfolio / reporting / TAMPCRMFinancial planning software
65
OPEROSE ADVISORS LLC reported RAUM up 28% ($1.25B -> $1.60B). IAPD ↗
$1.60B RAUM · 8 reps · 414-209-3280
Portfolio / reporting / TAMPCRMFinancial planning software
65
BORDEAUX WEALTH ADVISORS reported RAUM up 27% ($4.44B -> $5.64B). IAPD ↗
$5.64B RAUM · 27 reps · 650-289-1105 · focusfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MAYPORT WEALTH MANAGEMENT reported RAUM up 37% ($350.4M -> $481.5M). IAPD ↗
$481.5M RAUM · 2 reps · 617-545-5700 · mayport.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ASTORIA PORTFOLIO ADVISORS LLC reported RAUM up 39% ($504.2M -> $698.8M). IAPD ↗
$698.8M RAUM · 7 reps · 212-381-6185
Portfolio / reporting / TAMPCRMFinancial planning software
65
BEACON GLOBAL ADVISOR NETWORK, LLC reported RAUM up 36% ($291.6M -> $396.9M). IAPD ↗
$396.9M RAUM · 50 reps · 888-679-6474 · bganetwork.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPITA FINANCIAL NETWORK, LLC reported RAUM up 27% ($1.46B -> $1.85B). IAPD ↗
$1.85B RAUM · 22 reps · 801-566-5058
Portfolio / reporting / TAMPCRMFinancial planning software
65
THAYER PARTNERS LLC reported RAUM up 36% ($294.8M -> $401.3M). IAPD ↗
$401.3M RAUM · 7 reps · 617-275-5430
Portfolio / reporting / TAMPCRMFinancial planning software
65
BRIDGEWEALTH ADVISORY GROUP, LLC reported RAUM up 40% ($530.1M -> $740.1M). IAPD ↗
$740.1M RAUM · 6 reps · (559) 432-6100 · bridgewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CUSTOS FAMILY OFFICE LLC reported RAUM up 37% ($531.8M -> $729.6M). IAPD ↗
$729.6M RAUM · 6 reps · 303-578-7024 · custosfo.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HASSELL WEALTH MANAGEMENT reported RAUM up 36% ($255.8M -> $348.6M). IAPD ↗
$348.6M RAUM · 4 reps · 985-868-9881
Portfolio / reporting / TAMPCRMFinancial planning software
65
MAG CAP reported RAUM up 29% ($1.15B -> $1.48B). IAPD ↗
$1.48B RAUM · 13 reps · 601-362-5872
Portfolio / reporting / TAMPCRMFinancial planning software
65
RESONANT CAPITAL ADVISORS, LLC reported RAUM up 27% ($1.75B -> $2.22B). IAPD ↗
$2.22B RAUM · 14 reps · (608)-733-6220
Portfolio / reporting / TAMPCRMFinancial planning software
65
SUMMIT FINANCIAL, LLC reported RAUM up 30% ($11.55B -> $14.96B). IAPD ↗
$14.96B RAUM · 139 reps · 973-285-3600
Portfolio / reporting / TAMPCRMFinancial planning software
65
INDEPENDENCE SQUARE HOLDINGS, LLC reported RAUM up 30% ($1.15B -> $1.49B). IAPD ↗
$1.49B RAUM · 37 reps · 610-520-1500
Portfolio / reporting / TAMPCRMFinancial planning software
65
SEAVIEW INVESTMENT MANAGERS LLC reported RAUM up 26% ($1.14B -> $1.43B). IAPD ↗
$1.43B RAUM · 7 reps · 305-330-2332 · seaviewinvestmentmanagers.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
AUSTIN PRIVATE WEALTH, LLC reported RAUM up 26% ($1.06B -> $1.33B). IAPD ↗
$1.33B RAUM · 20 reps · (512) 886-4114
Portfolio / reporting / TAMPCRMFinancial planning software
65
PRESIDIO CAPITAL MANAGEMENT, LLC reported RAUM up 38% ($288.1M -> $397.4M). IAPD ↗
$397.4M RAUM · 6 reps · 858-461-4959
Portfolio / reporting / TAMPCRMFinancial planning software
65
MARINER INDEPENDENT reported RAUM up 29% ($4.35B -> $5.62B). IAPD ↗
$5.62B RAUM · 99 reps · 650-571-1934
Portfolio / reporting / TAMPCRMFinancial planning software
65
FORT STREET ASSET MANAGEMENT LLC reported RAUM up 51% ($126.0M -> $190.0M). IAPD ↗
$190.0M RAUM · 2 reps · 808-265-1000 · fortstreetam.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
DELAWARE WEALTH PLANNERS reported RAUM up 50% ($103.2M -> $155.2M). IAPD ↗
$155.2M RAUM · 3 reps · 302-254-2400
Portfolio / reporting / TAMPCRMFinancial planning software
65
CYNDEO WEALTH PARTNERS reported RAUM up 29% ($2.00B -> $2.58B). IAPD ↗
$2.58B RAUM · 15 reps · (727) 472-3700 · cyndeowp.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MGB WEALTH MANAGEMENT, LLC reported RAUM up 36% ($310.5M -> $421.9M). IAPD ↗
$421.9M RAUM · 2 reps · 469-965-4001 · mgbwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
UNION HERITAGE CAPITAL reported RAUM up 40% ($200.0M -> $279.8M). IAPD ↗
$279.8M RAUM · 1 reps · 313-300-0207 · unionheritage.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPSHIFT ADVISORS reported RAUM up 36% ($363.1M -> $495.2M). IAPD ↗
$495.2M RAUM · 10 reps · 617-865-5096 · capshift.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
DRIVEN INVESTMENTS LLC reported RAUM up 54% ($109.3M -> $168.6M). IAPD ↗
$168.6M RAUM · 5 reps · 844-932-3272
Portfolio / reporting / TAMPCRMFinancial planning software
65
ABICH FINANCIAL WEALTH MANAGEMENT, LLC reported RAUM up 52% ($150.1M -> $227.6M). IAPD ↗
$227.6M RAUM · 5 reps · (571) 577-9968
Portfolio / reporting / TAMPCRMFinancial planning software
65
SCS reported RAUM up 27% ($1.29B -> $1.64B). IAPD ↗
$1.64B RAUM · 27 reps · 425-452-1222 · northwestscs.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SEEK FIRST INC. reported RAUM up 50% ($135.0M -> $202.7M). IAPD ↗
$202.7M RAUM · 3 reps · 866-398-4044 · seekfirstinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
THE NEMES RUSH GROUP, LLC reported RAUM up 28% ($1.07B -> $1.38B). IAPD ↗
$1.38B RAUM · 7 reps · 248-449-5436
Portfolio / reporting / TAMPCRMFinancial planning software
65
MILLER AVENUE ADVISORS LLC reported RAUM up 51% ($123.2M -> $186.5M). IAPD ↗
$186.5M RAUM · 3 reps · 415-888-8472 · milleraveadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ELEVATION WEALTH MANAGEMENT reported RAUM up 55% ($113.4M -> $175.4M). IAPD ↗
$175.4M RAUM · 3 reps · 952-905-3042
Portfolio / reporting / TAMPCRMFinancial planning software
65
FACTOR INVESTING GROUP reported RAUM up 36% ($228.0M -> $309.5M). IAPD ↗
$309.5M RAUM · 4 reps · (508) 366-6040 · factorig.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BLUEPRINT FINANCIAL ADVISORS reported RAUM up 52% ($132.5M -> $201.5M). IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEST WEALTH GROUP, LLC reported RAUM up 35% ($349.3M -> $472.1M). IAPD ↗
$472.1M RAUM · 9 reps · 949-682-9105
Portfolio / reporting / TAMPCRMFinancial planning software
65
RAGA PARTNERS LP reported RAUM up 27% ($1.73B -> $2.19B). IAPD ↗
$2.19B RAUM · 6 reps · (646) 566-5209 · ragapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RYAN HERITAGE, LLP reported RAUM up 54% ($16.7M -> $25.6M). IAPD ↗
$25.6M RAUM · 3 reps · 201-556-0092
Portfolio / reporting / TAMPCRMFinancial planning software
65
AGTB FUND MANAGER, LLC reported RAUM up 128% ($1.48B -> $3.37B). IAPD ↗institutional
$3.37B RAUM · 83 reps · 212-692-2000 · agtbcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SIXTH STREET LENDING PARTNERS ADVISERS, LLC reported RAUM up 171% ($3.14B -> $8.51B). IAPD ↗institutional
$8.51B RAUM · 47 reps · 469-621-3001 · sixthstreetlendingpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
NEOS INVESTMENTS reported RAUM up 336% ($1.36B -> $5.93B). IAPD ↗institutional
$5.93B RAUM · 2 reps · 203-298-7300
Portfolio / reporting / TAMPCRMFinancial planning software
65
PETREDIS INVESTMENT ADVISORS reported RAUM up 26% ($1.11B -> $1.40B). IAPD ↗
$1.40B RAUM · 6 reps · 878-231-4300 · petredisia.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HPS ADVISORS, LLC reported RAUM up 82% ($9.72B -> $17.64B). IAPD ↗institutional
$17.64B RAUM · 346 reps · 212-287-6767
Portfolio / reporting / TAMPCRMFinancial planning software
65
STENGER FAMILY OFFICE, LLC reported RAUM up 35% ($320.8M -> $433.4M). IAPD ↗
$433.4M RAUM · 7 reps · 630-912-8295 · stengerfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
LEGACY WEALTH ADVISORS, LLC reported RAUM up 36% ($254.9M -> $348.0M). IAPD ↗
$348.0M RAUM · 3 reps · 305-808-6140 · lwgadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
RELATION WEALTH MANAGEMENT, INC. reported RAUM up 40% ($299.1M -> $417.9M). IAPD ↗
$417.9M RAUM · 5 reps · (918) 999-9138 · relationwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GFG SOLUTIONS reported RAUM up 51% ($151.1M -> $228.6M). IAPD ↗
$228.6M RAUM · 6 reps · (407) 627-0091
Portfolio / reporting / TAMPCRMFinancial planning software
65
ALIGN FINANCIAL ADVISORS, LLC reported RAUM up 55% ($39.5M -> $61.1M). IAPD ↗
$61.1M RAUM · 3 reps · 214-519-8750 · alignfinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
AMERICAN WEALTH MANAGEMENT, INC. reported RAUM up 31% ($217.5M -> $284.3M). IAPD ↗
$284.3M RAUM · 10 reps · 770-392-8740 · awminc.biz
Portfolio / reporting / TAMPCRMFinancial planning software
64
WESTBOURNE INVESTMENTS, INC. reported RAUM up 46% ($151.8M -> $221.1M). IAPD ↗
$221.1M RAUM · 5 reps · 703-294-6880 · westbourneinv.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
DORSEY, WRIGHT & ASSOCIATES, LLC reported RAUM up 30% ($578.9M -> $755.1M). IAPD ↗
$755.1M RAUM · 14 reps · 804-320-8511
Portfolio / reporting / TAMPCRMFinancial planning software
64
NIGHT OWL CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($652.7M -> $865.8M). IAPD ↗
$865.8M RAUM · 5 reps · 203-302-3870 · nightowlcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
PORTFOLIO ADVISORY COUNCIL,L.L.C. reported RAUM up 32% ($351.1M -> $465.0M). IAPD ↗
$465.0M RAUM · 6 reps · 713.574.6015 · pacadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
L. K. BENSON & COMPANY, P.C. reported RAUM up 33% ($277.1M -> $369.1M). IAPD ↗
$369.1M RAUM · 2 reps · (410) 494-6680
Portfolio / reporting / TAMPCRMFinancial planning software
64
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. reported RAUM up 35% ($511.1M -> $689.3M). IAPD ↗
$689.3M RAUM · 9 reps · 508-471-4431 · white-lighthouse.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
OARSMAN CAPITAL, INC reported RAUM up 32% ($703.3M -> $926.8M). IAPD ↗
$926.8M RAUM · 13 reps · 414-221-0081 · oarsman.net
Portfolio / reporting / TAMPCRMFinancial planning software
64
GLASS WEALTH MANAGEMENT CO., LLC reported RAUM up 31% ($191.6M -> $251.6M). IAPD ↗
$251.6M RAUM · 4 reps · 210-930-5141 · gwm-sa.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
THREE MAGNOLIAS FINANCIAL ADVISORS reported RAUM up 35% ($307.2M -> $414.2M). IAPD ↗
$414.2M RAUM · 4 reps · 336-701-1600 · threemagnoliasfinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CARGILE INVESTMENT MANAGEMENT reported RAUM up 33% ($288.6M -> $383.0M). IAPD ↗
$383.0M RAUM · 1 reps · 432-617-1394 · cargileinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SQUIRE WEALTH ADVISORS reported RAUM up 31% ($377.2M -> $493.9M). IAPD ↗
$493.9M RAUM · 12 reps · 801-226-7722
Portfolio / reporting / TAMPCRMFinancial planning software
64
DETALUS ADVISORS, LLC reported RAUM up 35% ($687.9M -> $928.4M). IAPD ↗
$928.4M RAUM · 9 reps · 314-997-3191 · detalus.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
COMPREHENSIVE CAPITAL MANAGEMENT, INC. reported RAUM up 47% ($48.3M -> $71.0M). IAPD ↗
$71.0M RAUM · 9 reps · 973-394-0404 · harperandhodge.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
OMNI 360 WEALTH, INC. reported RAUM up 31% ($248.6M -> $324.5M). IAPD ↗
$324.5M RAUM · 4 reps · 609-452-0889 · omni360advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
WISER WEALTH MANAGEMENT, INC reported RAUM up 31% ($307.9M -> $404.6M). IAPD ↗
$404.6M RAUM · 4 reps · 678-905-4450
Portfolio / reporting / TAMPCRMFinancial planning software
64
BEACON INVESTMENT ADVISORS LLC reported RAUM up 31% ($257.8M -> $337.6M). IAPD ↗
$337.6M RAUM · 1 reps · 301-670-1700 · beaconadvisors.net
Portfolio / reporting / TAMPCRMFinancial planning software
64
FRANCIS FINANCIAL reported RAUM up 33% ($509.7M -> $680.3M). IAPD ↗
$680.3M RAUM · 7 reps · 212-374-9008 · francisfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
TURNER FINANCIAL GROUP, INC. reported RAUM up 48% ($115.7M -> $171.0M). IAPD ↗
$171.0M RAUM · 8 reps · 850-995-1797 · gfthomasadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
NEWPORT GROUP CONSULTING, LLC reported RAUM up 72% ($2.56B -> $4.40B). IAPD ↗institutional
$4.40B RAUM · 10 reps · 407-333-2905 · newportgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MEASURED RISK PORTFOLIOS reported RAUM up 34% ($297.8M -> $400.0M). IAPD ↗
$400.0M RAUM · 3 reps · 858-935-1125 · kingsroadinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MCALVANY WEALTH MANAGEMENT, LLC reported RAUM up 49% ($91.9M -> $137.1M). IAPD ↗
$137.1M RAUM · 6 reps · 866-211-8970 · mcalvany.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
NIXON CAPITAL LLC reported RAUM up 32% ($256.3M -> $337.5M). IAPD ↗
$337.5M RAUM · 4 reps · 512.354.2491 · nixoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
WISNIEWSKI WEALTH MANAGEMENT reported RAUM up 49% ($159.6M -> $237.2M). IAPD ↗
$237.2M RAUM · 1 reps · (972) 965-8261 · wi-wm.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FOUNTAINHEAD FINANCIAL, LLC reported RAUM up 32% ($342.6M -> $453.5M). IAPD ↗
$453.5M RAUM · 2 reps · 312-222-9840 · fountainheadfinancial.us
Portfolio / reporting / TAMPCRMFinancial planning software
64
WILLOW GROVE ADVISORS, LLC reported RAUM up 32% ($227.5M -> $300.1M). IAPD ↗
$300.1M RAUM · 5 reps · 510-705-1693 · willowgroveadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
RIVER STREET ADVISORS, LLC reported RAUM up 31% ($316.2M -> $414.9M). IAPD ↗
$414.9M RAUM · 9 reps · 630-906-5501 · oldsecond.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
DRAKE & ASSOCIATES, LLC reported RAUM up 34% ($313.1M -> $418.8M). IAPD ↗
$418.8M RAUM · 15 reps · 414-409-7226
Portfolio / reporting / TAMPCRMFinancial planning software
64
INNOVATIVE ADVISORY PARTNERS, LLC reported RAUM up 31% ($198.8M -> $260.4M). IAPD ↗
$260.4M RAUM · 6 reps · 423-870-2140
Portfolio / reporting / TAMPCRMFinancial planning software
64
ARES CAPITAL MANAGEMENT II LLC reported RAUM up 70% ($5.26B -> $8.96B). IAPD ↗institutional
$8.96B RAUM · 653 reps · 310-201-4100
Portfolio / reporting / TAMPCRMFinancial planning software
64
BCP ADVISORS LLC reported RAUM up 32% ($221.0M -> $291.7M). IAPD ↗
$291.7M RAUM · 5 reps · 305-415-0060 · monexinvestor.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ROTHSCHILD CAPITAL PARTNERS reported RAUM up 33% ($351.3M -> $467.8M). IAPD ↗
$467.8M RAUM · 5 reps · 212-931-5303
Portfolio / reporting / TAMPCRMFinancial planning software
64
LAKE TAHOE WEALTH MANAGEMENT, INC. reported RAUM up 34% ($191.6M -> $257.2M). IAPD ↗
$257.2M RAUM · 3 reps · 855-515-5896 · laketahoewealthmanagement.org
Portfolio / reporting / TAMPCRMFinancial planning software
64
HD MONEY, INC. reported RAUM up 30% ($225.9M -> $294.0M). IAPD ↗
$294.0M RAUM · 4 reps · 941-925-2121 · hdmoneyinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
POINT BRIDGE CAPITAL, LLC reported RAUM up 32% ($293.7M -> $387.4M). IAPD ↗
$387.4M RAUM · 1 reps · (817) 529- 4600 · pointbridgecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC reported RAUM up 30% ($312.8M -> $407.2M). IAPD ↗
$407.2M RAUM · 7 reps · 301-990-4395
Portfolio / reporting / TAMPCRMFinancial planning software
64
HOBART WEALTH reported RAUM up 32% ($326.2M -> $429.7M). IAPD ↗
$429.7M RAUM · 8 reps · 888-553-0122 · hobartwealth.co
Portfolio / reporting / TAMPCRMFinancial planning software
64
SUMMIT WEALTH MANAGEMENT GROUP, INC. reported RAUM up 46% ($154.9M -> $226.0M). IAPD ↗
$226.0M RAUM · 2 reps · 805-384-1186
Portfolio / reporting / TAMPCRMFinancial planning software
64
MILLENNIAL ADVISERS, LLC. reported RAUM up 48% ($39.5M -> $58.7M). IAPD ↗
$58.7M RAUM · 12 reps · 646-532-2400
Portfolio / reporting / TAMPCRMFinancial planning software
64
NOTE ADVISORS, LLC reported RAUM up 31% ($292.5M -> $382.2M). IAPD ↗
$382.2M RAUM · 6 reps · (716) 256-1682 · noteadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
AUSTIN WEALTH MANAGEMENT, LLC reported RAUM up 35% ($568.4M -> $766.4M). IAPD ↗
$766.4M RAUM · 10 reps · 512-467-2000
Portfolio / reporting / TAMPCRMFinancial planning software
64
GENERATIONS WEALTH, LLC reported RAUM up 30% ($207.2M -> $270.0M). IAPD ↗
$270.0M RAUM · 6 reps · (513) 834-8056 · generationswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
LEAR INVESTMENT MANAGEMENT reported RAUM up 33% ($604.0M -> $805.7M). IAPD ↗
$805.7M RAUM · 4 reps · (214) 445-5900 · learim.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ROUBAIX CAPITAL, LLC reported RAUM up 34% ($199.0M -> $266.4M). IAPD ↗
$266.4M RAUM · 3 reps · 303-209-4100 · roubaixcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
PANDOWEALTH. LLC reported RAUM up 32% ($299.3M -> $396.0M). IAPD ↗
$396.0M RAUM · 13 reps · 678-712-6656 · pandowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CLIENT FIRST INVESTMENT MANAGEMENT LLC reported RAUM up 46% ($126.2M -> $184.4M). IAPD ↗
$184.4M RAUM · 7 reps · 262-335-1700
Portfolio / reporting / TAMPCRMFinancial planning software
64
PARADIGM WEALTH ADVISORY LLC reported RAUM up 31% ($356.1M -> $468.3M). IAPD ↗
$468.3M RAUM · 12 reps · (908) 450-7402
Portfolio / reporting / TAMPCRMFinancial planning software
64
HAYDEN CAPITAL reported RAUM up 48% ($41.2M -> $60.9M). IAPD ↗
$60.9M RAUM · 1 reps · 5133043313
Portfolio / reporting / TAMPCRMFinancial planning software
64
GOEHRING & ROZENCWAJG ASSOCIATES, LLC reported RAUM up 34% ($543.8M -> $726.2M). IAPD ↗
$726.2M RAUM · 2 reps · 646-216-9777
Portfolio / reporting / TAMPCRMFinancial planning software
64
SPINNAKER INVESTMENT GROUP, LLC reported RAUM up 30% ($676.8M -> $882.0M). IAPD ↗
$882.0M RAUM · 7 reps · (949) 396-6700 · spinninvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MASTODON ADVISORY GROUP reported RAUM up 34% ($304.0M -> $406.6M). IAPD ↗
$406.6M RAUM · 1 reps · 713-893-0738
Portfolio / reporting / TAMPCRMFinancial planning software
64
JEMMA FINANCIAL SERVICES reported RAUM up 48% ($98.8M -> $145.9M). IAPD ↗
$145.9M RAUM · 5 reps · (855) 662-2121 · jemmafinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
DECKER RETIREMENT PLANNING INC. reported RAUM up 33% ($213.6M -> $285.1M). IAPD ↗
$285.1M RAUM · 6 reps · 855-425-4566
Portfolio / reporting / TAMPCRMFinancial planning software
64
RETIREWISE TAX AND WEALTH ADVISORS, INC. reported RAUM up 48% ($115.3M -> $170.1M). IAPD ↗
$170.1M RAUM · 6 reps · 785-228-1234
Portfolio / reporting / TAMPCRMFinancial planning software
64
DAVIMAN FINANCIAL, LLC reported RAUM up 48% ($103.6M -> $152.8M). IAPD ↗
$152.8M RAUM · 3 reps · 317-207-0175
Portfolio / reporting / TAMPCRMFinancial planning software
64
AQUA ADVISORS LLC reported RAUM up 50% ($147.7M -> $221.4M). IAPD ↗
$221.4M RAUM · 1 reps · 305 877-7593
Portfolio / reporting / TAMPCRMFinancial planning software
64
TRUE FINANCIAL GROUP reported RAUM up 33% ($261.0M -> $346.0M). IAPD ↗
$346.0M RAUM · 2 reps · 512-649-2383 · truefinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CAPITAL SQUARE, LLC reported RAUM up 30% ($301.9M -> $393.6M). IAPD ↗
$393.6M RAUM · 10 reps · 423-877-6708 · capitalsquare.biz
Portfolio / reporting / TAMPCRMFinancial planning software
64
ONE CHARLES PRIVATE WEALTH reported RAUM up 31% ($715.1M -> $936.4M). IAPD ↗
$936.4M RAUM · 8 reps · 617-337-4208 · focusfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BENCHMARK FINANCIAL WEALTH ADVISORS LLC reported RAUM up 31% ($549.0M -> $721.7M). IAPD ↗
$721.7M RAUM · 5 reps · (561) 416-2992
Portfolio / reporting / TAMPCRMFinancial planning software
64
MADISON GLOBAL ADVISORS LLC reported RAUM up 45% ($55.4M -> $80.4M). IAPD ↗
$80.4M RAUM · 5 reps · 631-240-4155
Portfolio / reporting / TAMPCRMFinancial planning software
64
FOUNTAINHEAD AM, LLC reported RAUM up 30% ($739.2M -> $964.5M). IAPD ↗
$964.5M RAUM · 4 reps · 732-346-1900 · fountainheadam.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FIDELIS WEALTH ADVISORS reported RAUM up 31% ($192.9M -> $253.2M). IAPD ↗
$253.2M RAUM · 6 reps · 303-800-4683
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLUE SQUARE ASSET MANAGEMENT, LLC reported RAUM up 30% ($274.8M -> $357.7M). IAPD ↗
$357.7M RAUM · 5 reps · 646-928-8000
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLUE INVESTMENT PARTNERS LLC reported RAUM up 32% ($259.7M -> $342.1M). IAPD ↗
$342.1M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SPECTRUM WEALTH ADVISORY GROUP, LLC reported RAUM up 31% ($282.8M -> $370.0M). IAPD ↗
$370.0M RAUM · 4 reps · (916) 772-5970
Portfolio / reporting / TAMPCRMFinancial planning software
64
KDK PRIVATE WEALTH MANAGEMENT reported RAUM up 33% ($359.8M -> $478.8M). IAPD ↗
$478.8M RAUM · 5 reps · 713-391-8044
Portfolio / reporting / TAMPCRMFinancial planning software
64
BELLWETHER WEALTH reported RAUM up 33% ($516.6M -> $685.0M). IAPD ↗
$685.0M RAUM · 5 reps · 402-476-8844 · vimeo.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC reported RAUM up 35% ($261.1M -> $352.2M). IAPD ↗
$352.2M RAUM · 38 reps · 212-698-3300 · firsteagle.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
DAHRING | CUSMANO AND ASSOCIATES reported RAUM up 32% ($535.1M -> $707.1M). IAPD ↗
$707.1M RAUM · 4 reps · 248-348-0100 · dca401k.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
EMERALD ADVISORS, LLC reported RAUM up 33% ($678.9M -> $904.4M). IAPD ↗
$904.4M RAUM · 3 reps · (425) 458-3853 · emeraldadv.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLACK KNIGHT WEALTH MANAGEMENT, LLC reported RAUM up 47% ($163.2M -> $240.0M). IAPD ↗
$240.0M RAUM · 5 reps · 972-786-6527 · blackknightwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
PALATINE HILL WEALTH MANAGEMENT reported RAUM up 35% ($189.1M -> $254.4M). IAPD ↗
$254.4M RAUM · 4 reps · 734-218-0085 · palatinehillwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC reported RAUM up 31% ($265.7M -> $348.9M). IAPD ↗
$348.9M RAUM · 3 reps · (480) 557-9727
Portfolio / reporting / TAMPCRMFinancial planning software
64
VIRTERA PARTNERS LLC reported RAUM up 31% ($346.9M -> $455.8M). IAPD ↗
$455.8M RAUM · 4 reps · 216-859-8800 · virterapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
RISKBRIDGE ADVISORS, LLC reported RAUM up 32% ($633.0M -> $833.8M). IAPD ↗
$833.8M RAUM · 8 reps · (203) 658-6055 · riskbridgeadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
RWM CAPITAL, LLC reported RAUM up 50% ($107.9M -> $161.4M). IAPD ↗
$161.4M RAUM · 13 reps · 832-981-7000
Portfolio / reporting / TAMPCRMFinancial planning software
64
RETIREMENT PLANNING SOLUTIONS, LLC reported RAUM up 32% ($285.4M -> $376.8M). IAPD ↗
$376.8M RAUM · 11 reps · 502-499-5668 · retirementplanningsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VISTA FINANCE, LLC reported RAUM up 31% ($209.7M -> $273.8M). IAPD ↗
$273.8M RAUM · 5 reps · 314-518-5240
Portfolio / reporting / TAMPCRMFinancial planning software
64
VANTAGE FINANCIAL PARTNERS, LLC reported RAUM up 32% ($612.1M -> $810.7M). IAPD ↗
$810.7M RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
HERITAGE WEALTH MANAGEMENT, INC. reported RAUM up 30% ($377.0M -> $491.2M). IAPD ↗
$491.2M RAUM · 5 reps · 858-613-9191 · heritage-wm.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
PROATHLETE WEALTH MANAGEMENT LLC reported RAUM up 34% ($233.3M -> $312.0M). IAPD ↗
$312.0M RAUM · 3 reps · 561-988-5540 · pawm.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BANCOLOMBIA CAPITAL ADVISERS LLC reported RAUM up 50% ($162.6M -> $243.4M). IAPD ↗
$243.4M RAUM · 4 reps · 786-551-9122 · bancolombiacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
KESTRA INVESTMENT MANAGEMENT, LLC. reported RAUM up 73% ($1.51B -> $2.62B). IAPD ↗institutional
$2.62B RAUM · 13 reps · 844-553-7872 · kestraim.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
NEW INSIGHT WEALTH ADVISORS reported RAUM up 31% ($258.3M -> $338.8M). IAPD ↗
$338.8M RAUM · 3 reps · 925-236-2525
Portfolio / reporting / TAMPCRMFinancial planning software
64
REMBRANDT FINANCIAL GROUP LLC reported RAUM up 50% ($126.0M -> $188.6M). IAPD ↗
$188.6M RAUM · 4 reps · (512) 306-1314
Portfolio / reporting / TAMPCRMFinancial planning software
64
MOSLEY WEALTH MANAGEMENT, INC. reported RAUM up 46% ($126.9M -> $185.1M). IAPD ↗
$185.1M RAUM · 8 reps · (714) 421-4288
Portfolio / reporting / TAMPCRMFinancial planning software
64
HIDDEN COVE WEALTH MANAGEMENT reported RAUM up 33% ($252.9M -> $335.2M). IAPD ↗
$335.2M RAUM · 6 reps · 206-397-4890 · hcwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CONWAY PARTNERS reported RAUM up 47% ($84.2M -> $124.2M). IAPD ↗
$124.2M RAUM · 2 reps · 775-971-8392 · conwaypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
OHA PRIVATE CREDIT ADVISORS LLC reported RAUM up 73% ($1.46B -> $2.53B). IAPD ↗institutional
$2.53B RAUM · 124 reps · 212-852-1500 · oakhilladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CANOPY PARTNERS reported RAUM up 34% ($596.8M -> $799.2M). IAPD ↗
$799.2M RAUM · 3 reps · 513-766-3770 · canopyfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CORDINGLEY & PARKINSON WEALTH MANAGEMENT reported RAUM up 49% ($129.9M -> $193.0M). IAPD ↗
$193.0M RAUM · 2 reps · 208-356-9022 · cpwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
W&S BROKERAGE SERVICES, INC. reported RAUM up 43% ($122.9M -> $175.8M). IAPD ↗
$175.8M RAUM · 67 reps · 800-257-2135
Portfolio / reporting / TAMPCRMFinancial planning software
63
ORIENTAL FINANCIAL SERVICES LLC reported RAUM up 27% ($283.6M -> $360.6M). IAPD ↗
$360.6M RAUM · 12 reps · 787-474-1993 · orientalbank.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
GREENBERG FINANCIAL GROUP reported RAUM up 29% ($257.8M -> $331.2M). IAPD ↗
$331.2M RAUM · 5 reps · 520-544-4909 · greenbergfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HORAN WEALTH MANAGEMENT reported RAUM up 28% ($545.2M -> $698.2M). IAPD ↗
$698.2M RAUM · 10 reps · 513-745-0707 · horanwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CHASE INVESTMENT COUNSEL CORPORATION reported RAUM up 27% ($354.8M -> $452.2M). IAPD ↗
$452.2M RAUM · 6 reps · 434-293-9104
Portfolio / reporting / TAMPCRMFinancial planning software
63
DILLON & ASSOCIATES INC reported RAUM up 30% ($656.5M -> $852.7M). IAPD ↗
$852.7M RAUM · 2 reps · 517-796-7090 · dillon-assoc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HARTLINE INVESTMENT CORPORATION reported RAUM up 29% ($659.3M -> $851.5M). IAPD ↗
$851.5M RAUM · 3 reps · 312-726-5703 · hartlineinv.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ASPYRE WEALTH PARTNERS reported RAUM up 25% ($534.8M -> $669.3M). IAPD ↗
$669.3M RAUM · 11 reps · 913-345-1881 · aspyrewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CLEARBROOK INVESTMENT CONSULTING LLC reported RAUM up 27% ($369.9M -> $470.1M). IAPD ↗
$470.1M RAUM · 6 reps · 212 359-0290 · clearbrookglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLUE FIN CAPITAL, INC. reported RAUM up 28% ($507.5M -> $650.6M). IAPD ↗
$650.6M RAUM · 2 reps · 401-454-0772 · bluefincapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STEGINSKY CAPITAL LLC reported RAUM up 29% ($369.9M -> $477.0M). IAPD ↗
$477.0M RAUM · 1 reps · 212-683-1700 · steginsky.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
JOHN MOORE & ASSOCIATES INC reported RAUM up 28% ($758.2M -> $970.2M). IAPD ↗
$970.2M RAUM · 7 reps · 505-881-5100 · johnmoore.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KNIGHTSBRIDGE WEALTH MANAGEMENT reported RAUM up 29% ($643.7M -> $833.5M). IAPD ↗
$833.5M RAUM · 7 reps · 949-644-4444 · knightsb.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
QUAD CITY INVESTMENT CENTER reported RAUM up 26% ($245.2M -> $308.6M). IAPD ↗
$308.6M RAUM · 6 reps · 309-743-7793 · qcbt.bank
Portfolio / reporting / TAMPCRMFinancial planning software
63
STRATEGIC PLANNING GROUP reported RAUM up 29% ($513.8M -> $660.6M). IAPD ↗
$660.6M RAUM · 5 reps · 801-627-2200 · spgutah.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CAPITAL IDEAS reported RAUM up 30% ($213.7M -> $277.0M). IAPD ↗
$277.0M RAUM · 7 reps · 214-750-4400 · cap-ideas.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CASTELLANO & ASSOCIATES reported RAUM up 41% ($113.8M -> $160.6M). IAPD ↗
$160.6M RAUM · 3 reps · 318-683-1040 · todaycpa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STRAVA WEALTH reported RAUM up 27% ($305.6M -> $388.1M). IAPD ↗
$388.1M RAUM · 5 reps · 412-854-2100
Portfolio / reporting / TAMPCRMFinancial planning software
63
HEDEKER WEALTH LLC reported RAUM up 28% ($367.0M -> $470.1M). IAPD ↗
$470.1M RAUM · 2 reps · 847-913-5594
Portfolio / reporting / TAMPCRMFinancial planning software
63
PKS ADVISORY SERVICES, LLC reported RAUM up 30% ($697.7M -> $905.4M). IAPD ↗
$905.4M RAUM · 37 reps · (518) 426-5791 · woehlerfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
GRANITE GROUP ADVISORS, LLC reported RAUM up 26% ($565.2M -> $711.3M). IAPD ↗
$711.3M RAUM · 2 reps · (203) 210-7814 · granitegroupadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CONFIDENCE WEALTH MANAGEMENT, INC. reported RAUM up 29% ($267.1M -> $344.2M). IAPD ↗
$344.2M RAUM · 12 reps · 310-824-1000
Portfolio / reporting / TAMPCRMFinancial planning software
63
COLTON GROOME FINANCIAL ADVISORS, LLC reported RAUM up 27% ($350.8M -> $444.0M). IAPD ↗
$444.0M RAUM · 9 reps · 828-252-1816 · coltongroome.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KORHORN FINANCIAL GROUP reported RAUM up 26% ($739.4M -> $934.5M). IAPD ↗
$934.5M RAUM · 41 reps · 574-247-5898 · korhorn.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
NORRIS FINANCIAL GROUP, LLC reported RAUM up 29% ($195.6M -> $251.6M). IAPD ↗
$251.6M RAUM · 3 reps · 864-235-6408 · norrisfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WILSEY ASSET MANAGEMENT INCORPORATED reported RAUM up 27% ($511.4M -> $650.0M). IAPD ↗
$650.0M RAUM · 2 reps · 858-224-0004
Portfolio / reporting / TAMPCRMFinancial planning software
63
GOODWIN INVESTMENT ADVISORY reported RAUM up 30% ($265.9M -> $344.4M). IAPD ↗
$344.4M RAUM · 5 reps · 678-741-2370
Portfolio / reporting / TAMPCRMFinancial planning software
63
PIONEER WEALTH MANAGEMENT GROUP reported RAUM up 27% ($214.8M -> $273.7M). IAPD ↗
$273.7M RAUM · 9 reps · 512-334-6800
Portfolio / reporting / TAMPCRMFinancial planning software
63
TEAM FINANCIAL STRATEGIES reported RAUM up 27% ($203.2M -> $257.4M). IAPD ↗
$257.4M RAUM · 7 reps · 325-480-1587
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 27% ($670.7M -> $854.7M). IAPD ↗
$854.7M RAUM · 9 reps · 610-825-3540
Portfolio / reporting / TAMPCRMFinancial planning software
63
STRENGTH CAPITAL PARTNERS, LLC reported RAUM up 112% ($205.9M -> $435.8M). IAPD ↗institutional
$435.8M RAUM · 9 reps · 248-593-6872 · strengthcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MARYLAND CAPITAL ADVISORS, INC. reported RAUM up 25% ($342.1M -> $428.6M). IAPD ↗
$428.6M RAUM · 3 reps · 410-604-2741
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE RICE PARTNERSHIP, LLC reported RAUM up 29% ($609.4M -> $785.8M). IAPD ↗
$785.8M RAUM · 9 reps · 808-585-7788
Portfolio / reporting / TAMPCRMFinancial planning software
63
MONARCH WEALTH STRATEGIES reported RAUM up 29% ($336.8M -> $434.8M). IAPD ↗
$434.8M RAUM · 8 reps · (805) 564-0800
Portfolio / reporting / TAMPCRMFinancial planning software
63
CARDINAL WEALTH ADVISORY, LLC reported RAUM up 43% ($145.4M -> $208.2M). IAPD ↗
$208.2M RAUM · 2 reps · 901-767-4401
Portfolio / reporting / TAMPCRMFinancial planning software
63
UNIWEALTH ADVISORS, INC. reported RAUM up 25% ($255.7M -> $319.9M). IAPD ↗
$319.9M RAUM · 1 reps · 305-253-9333
Portfolio / reporting / TAMPCRMFinancial planning software
63
PEACHTREE WEALTH ADVISORS, INC reported RAUM up 26% ($275.6M -> $346.8M). IAPD ↗
$346.8M RAUM · 2 reps · 404-531-0965 · peachtreewa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HILTON HEAD FINANCIAL ADVISORS, INC. reported RAUM up 27% ($283.3M -> $358.7M). IAPD ↗
$358.7M RAUM · 1 reps · 843-681-8300
Portfolio / reporting / TAMPCRMFinancial planning software
63
STERLING INVESTMENT ADVISORS LTD. reported RAUM up 29% ($745.8M -> $961.4M). IAPD ↗
$961.4M RAUM · 7 reps · 610-560-0400
Portfolio / reporting / TAMPCRMFinancial planning software
63
ROONEY CAPITAL MANAGEMENT, INC. reported RAUM up 27% ($303.8M -> $385.2M). IAPD ↗
$385.2M RAUM · 1 reps · 651-470-4302
Portfolio / reporting / TAMPCRMFinancial planning software
63
MARKOWSKI INVESTMENTS reported RAUM up 26% ($325.0M -> $410.2M). IAPD ↗
$410.2M RAUM · 11 reps · 813 831 5168 · truthofinvesting.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MILLER FINANCIAL SERVICES LLC reported RAUM up 25% ($328.0M -> $411.1M). IAPD ↗
$411.1M RAUM · 3 reps · 269-781-5129 · millerfinancialplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PINNACLE FAMILY ADVISORS, LLC reported RAUM up 25% ($272.1M -> $341.3M). IAPD ↗
$341.3M RAUM · 8 reps · 417-886-6590
Portfolio / reporting / TAMPCRMFinancial planning software
63
PRINCETON GLOBAL ASSET MANAGEMENT LLC reported RAUM up 29% ($605.8M -> $782.8M). IAPD ↗
$782.8M RAUM · 15 reps · 609-945-1781 · princetonglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DRAPER ASSET MANAGEMENT, LLC reported RAUM up 42% ($137.3M -> $195.6M). IAPD ↗
$195.6M RAUM · 4 reps · 631-361-4925
Portfolio / reporting / TAMPCRMFinancial planning software
63
STRAIGHT PATH WEALTH MANAGEMENT reported RAUM up 28% ($271.5M -> $348.0M). IAPD ↗
$348.0M RAUM · 8 reps · 616-288-3670 · straightpathwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PRAIRIEWOOD WEALTH MANAGEMENT reported RAUM up 26% ($216.8M -> $274.0M). IAPD ↗
$274.0M RAUM · 3 reps · 701-234-0521
Portfolio / reporting / TAMPCRMFinancial planning software
63
GLOBAL WEALTH MANAGEMENT, L.C. reported RAUM up 40% ($124.6M -> $174.8M). IAPD ↗
$174.8M RAUM · 2 reps · -3631 · gwm-ch.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CYPRESS FINANCIAL PLANNING reported RAUM up 28% ($307.7M -> $395.0M). IAPD ↗
$395.0M RAUM · 6 reps · (856) 720-0029 · cypressplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MOUNTAIN PACIFIC ADVISORS, LLC reported RAUM up 78% ($204.2M -> $362.6M). IAPD ↗institutional
$362.6M RAUM · 6 reps · 425-284-7200 · mountainpacificgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HAYDEN HARPER WEALTH ADVISORY, LLC reported RAUM up 42% ($119.1M -> $168.8M). IAPD ↗
$168.8M RAUM · 4 reps · 704-343-2447 · haydenharper.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LOYOLA ASSET MANAGEMENT LLC reported RAUM up 29% ($203.8M -> $263.3M). IAPD ↗
$263.3M RAUM · 2 reps · 305-377-1941
Portfolio / reporting / TAMPCRMFinancial planning software
63
RCM WEALTH ADVISORS reported RAUM up 27% ($254.8M -> $324.0M). IAPD ↗
$324.0M RAUM · 11 reps · 866-903-1822 · rcmwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KESSLER INVESTMENT GROUP, LLC reported RAUM up 28% ($234.8M -> $300.4M). IAPD ↗
$300.4M RAUM · 5 reps · 812-314-0083 · kesslerig.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DESERT ROSE CAPITAL MANAGEMENT, INC. reported RAUM up 42% ($79.6M -> $112.7M). IAPD ↗
$112.7M RAUM · 11 reps · 208 297-2710 · desertrosecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC reported RAUM up 28% ($219.8M -> $281.0M). IAPD ↗
$281.0M RAUM · 8 reps · 407-695-7100 · stonebridgefpgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
JT STRATFORD, LLC reported RAUM up 26% ($644.9M -> $814.9M). IAPD ↗
$814.9M RAUM · 14 reps · 770-534-6046
Portfolio / reporting / TAMPCRMFinancial planning software
63
TRICORD ADVISORS, INC. reported RAUM up 30% ($201.4M -> $261.7M). IAPD ↗
$261.7M RAUM · 5 reps · 951-684-7011 · tricordadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
GOODHAVEN CAPITAL MANAGEMENT reported RAUM up 29% ($336.4M -> $434.7M). IAPD ↗
$434.7M RAUM · 2 reps · 305-677-7650 · goodhavenllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MILLINGTON FINANCIAL ADVISORS, LLC reported RAUM up 42% ($158.5M -> $224.4M). IAPD ↗
$224.4M RAUM · 4 reps · 630-922-7900 · millingtonfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLUESTONE CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($281.0M -> $351.5M). IAPD ↗
$351.5M RAUM · 4 reps · 610-337-6500 · bluestonecm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MILLS WEALTH ADVISORS, LLC reported RAUM up 27% ($346.2M -> $440.1M). IAPD ↗
$440.1M RAUM · 5 reps · 817-416-7300
Portfolio / reporting / TAMPCRMFinancial planning software
63
SOLOMON API LLC reported RAUM up 29% ($280.0M -> $362.0M). IAPD ↗
$362.0M RAUM · 3 reps · 321-888-2599 · solomonapi.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SIGNIFY WEALTH LLC reported RAUM up 30% ($218.4M -> $283.7M). IAPD ↗
$283.7M RAUM · 4 reps · 314-222-0295
Portfolio / reporting / TAMPCRMFinancial planning software
63
AMJ FINANCIAL WEALTH MANAGEMENT LLC reported RAUM up 28% ($334.6M -> $427.4M). IAPD ↗
$427.4M RAUM · 7 reps · 703-466-0477
Portfolio / reporting / TAMPCRMFinancial planning software
63
JCSD CAPITAL, LLC reported RAUM up 45% ($120.4M -> $174.4M). IAPD ↗
$174.4M RAUM · 3 reps · 925-954-7207
Portfolio / reporting / TAMPCRMFinancial planning software
63
SECOND HALF FINANCIAL PARTNERS, LLC reported RAUM up 28% ($284.0M -> $364.1M). IAPD ↗
$364.1M RAUM · 5 reps · 863-385-1101
Portfolio / reporting / TAMPCRMFinancial planning software
63
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC reported RAUM up 87% ($173.6M -> $324.1M). IAPD ↗institutional
$324.1M RAUM · 3 reps · 646-790-4800 · sicm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SWMG, LLC reported RAUM up 29% ($249.0M -> $320.1M). IAPD ↗
$320.1M RAUM · 5 reps · 817-210-3444 · strittmatterwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FULLCIRCLE WEALTH LLC reported RAUM up 27% ($310.6M -> $393.5M). IAPD ↗
$393.5M RAUM · 4 reps · 972-480-6200 · fullcircle-wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CONCENTRUM WEALTH MANAGEMENT reported RAUM up 30% ($623.5M -> $809.3M). IAPD ↗
$809.3M RAUM · 5 reps · 408-840-4030
Portfolio / reporting / TAMPCRMFinancial planning software
63
TALLWOODS PARTNERS, LLC reported RAUM up 25% ($247.8M -> $310.7M). IAPD ↗
$310.7M RAUM · 2 reps · 312-283-3697 · tallwoods.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CABLE CAR CAPITAL, LP reported RAUM up 29% ($198.0M -> $254.6M). IAPD ↗
$254.6M RAUM · 2 reps · 415-857-1965 · cablecarcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRIGHT WEALTH MANAGEMENT, LLC reported RAUM up 43% ($160.0M -> $229.0M). IAPD ↗
$229.0M RAUM · 5 reps · (972) 410-6623
Portfolio / reporting / TAMPCRMFinancial planning software
63
GRANDVIEW ASSET MANAGEMENT LLC reported RAUM up 29% ($263.6M -> $340.0M). IAPD ↗
$340.0M RAUM · 4 reps · 717-541-1000 · inspiretoretire.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MODERN CAPITAL GROUP LLC reported RAUM up 41% ($30.1M -> $42.5M). IAPD ↗
$42.5M RAUM · 1 reps · 212-531-5600 · modern.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
COYLE CAPITAL, LLC reported RAUM up 28% ($625.9M -> $800.5M). IAPD ↗
$800.5M RAUM · 6 reps · (512) 522-9043 · coylecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
REDWOOD WEALTH MANAGEMENT, LLC reported RAUM up 29% ($381.0M -> $493.0M). IAPD ↗
$493.0M RAUM · 3 reps · 888-552-1905 · redwoodwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LEGACY WEALTH MANAGEMENT, LLC reported RAUM up 28% ($373.2M -> $476.5M). IAPD ↗
$476.5M RAUM · 35 reps · 208-955-0500
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE MAIN STREET GROUP reported RAUM up 28% ($324.9M -> $414.6M). IAPD ↗
$414.6M RAUM · 8 reps · 804-270-4470 · themainstreetgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WYNN CAPITAL reported RAUM up 25% ($200.4M -> $251.0M). IAPD ↗
$251.0M RAUM · 3 reps · 706-869-3451 · wynncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
POLARIS FINANCIAL, LLC reported RAUM up 44% ($34.4M -> $49.6M). IAPD ↗
$49.6M RAUM · 2 reps · 7089960213 · polarisportfolios.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WINTHROP PARTNERS - EPA, LLC reported RAUM up 42% ($42.2M -> $59.8M). IAPD ↗
$59.8M RAUM · 3 reps · 267-454-4585
Portfolio / reporting / TAMPCRMFinancial planning software
63
FIRST AMERICAN ASSET ADVISORY, LLC reported RAUM up 41% ($99.7M -> $140.2M). IAPD ↗
$140.2M RAUM · 5 reps · (516) 622-3100 · firstaaa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SGH WEALTH MANAGEMENT reported RAUM up 28% ($354.2M -> $453.7M). IAPD ↗
$453.7M RAUM · 6 reps · (248) 731-0029
Portfolio / reporting / TAMPCRMFinancial planning software
63
SEABIRD INVESTMENT PARTNERS reported RAUM up 28% ($275.8M -> $354.4M). IAPD ↗
$354.4M RAUM · 5 reps · 858-457-7707 · seabirdfin.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SMART MONEY GROUP, LLC reported RAUM up 29% ($286.5M -> $368.9M). IAPD ↗
$368.9M RAUM · 9 reps · 254-629-3866 · kennedy-financial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
INTEGRATED CAPITAL MANAGEMENT reported RAUM up 30% ($283.2M -> $367.6M). IAPD ↗
$367.6M RAUM · 4 reps · 248-593-8900
Portfolio / reporting / TAMPCRMFinancial planning software
63
MANA ADVISORS LLC reported RAUM up 302% ($108.4M -> $436.0M). IAPD ↗institutional
$436.0M RAUM · 2 reps · 332-201-7620
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRASS TAX WEALTH MANAGEMENT reported RAUM up 28% ($674.3M -> $860.2M). IAPD ↗
$860.2M RAUM · 12 reps · 513-605-3394 · brasstaxwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PALO ALTO WEALTH ADVISORS, LLC reported RAUM up 30% ($592.9M -> $770.4M). IAPD ↗
$770.4M RAUM · 4 reps · (650) 656-9800
Portfolio / reporting / TAMPCRMFinancial planning software
63
ALLEGIANT REAL ESTATE CAPITAL, LP reported RAUM up 451% ($59.1M -> $326.0M). IAPD ↗institutional
$326.0M RAUM · 1 reps · 646-362-0311 · allegiantrec.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KEENAN FINANCIAL reported RAUM up 44% ($102.7M -> $148.0M). IAPD ↗
$148.0M RAUM · 24 reps · (978) 270-1193
Portfolio / reporting / TAMPCRMFinancial planning software
63
COMMONWEALTH RETIREMENT INVESTMENTS LLC reported RAUM up 27% ($240.4M -> $306.2M). IAPD ↗
$306.2M RAUM · 5 reps · 804-282-1238
Portfolio / reporting / TAMPCRMFinancial planning software
63
SILVER GROVE ADVISORY SERVICES reported RAUM up 27% ($256.4M -> $326.6M). IAPD ↗
$326.6M RAUM · 16 reps · (716) 800-4291
Portfolio / reporting / TAMPCRMFinancial planning software
63
INVICTA FINANCIAL GROUP reported RAUM up 29% ($251.0M -> $324.6M). IAPD ↗
$324.6M RAUM · 10 reps · 928-344-8000 · invictafg.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HFM INVESTMENT ADVISORS, LLC reported RAUM up 26% ($261.2M -> $329.3M). IAPD ↗
$329.3M RAUM · 5 reps · 856-232-2270
Portfolio / reporting / TAMPCRMFinancial planning software
63
SHARP FINANCIAL reported RAUM up 29% ($304.7M -> $391.9M). IAPD ↗
$391.9M RAUM · 5 reps · (215) 659-2130 · sharpllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OWEN LARUE FINANCIAL GROUP reported RAUM up 26% ($272.9M -> $343.1M). IAPD ↗
$343.1M RAUM · 4 reps · 270-769-9995 · owenlarue.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
GLOBAL FINANCIAL PRIVATE CLIENT reported RAUM up 29% ($515.7M -> $666.9M). IAPD ↗
$666.9M RAUM · 5 reps · 941-441-1624
Portfolio / reporting / TAMPCRMFinancial planning software
63
IBN ASSET MANAGEMENT, LLC reported RAUM up 352% ($107.3M -> $485.4M). IAPD ↗institutional
$485.4M RAUM · 6 reps · 805-277-4738
Portfolio / reporting / TAMPCRMFinancial planning software
63
RESOLUTE WEALTH ADVISOR, INC. reported RAUM up 29% ($199.7M -> $258.4M). IAPD ↗
$258.4M RAUM · 4 reps · 419-422-4400 · resolutewealthadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CENTENNIAL ADVISORS, LLC reported RAUM up 43% ($118.9M -> $169.8M). IAPD ↗
$169.8M RAUM · 6 reps · (512) 265-5000 · iwanttoretirewell.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BLACKDIAMOND WEALTH MANAGEMENT, LLC reported RAUM up 29% ($249.0M -> $322.4M). IAPD ↗
$322.4M RAUM · 6 reps · (212) 784-6999
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 40% ($160.5M -> $224.7M). IAPD ↗
$224.7M RAUM · 1 reps · 415-655-5500 · bradleyandco.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CALLODINE CAPITAL MANAGEMENT reported RAUM up 30% ($607.4M -> $787.3M). IAPD ↗
$787.3M RAUM · 5 reps · 617-880-7494 · callodine.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MINDFUL WEALTH LLC reported RAUM up 42% ($132.9M -> $188.3M). IAPD ↗
$188.3M RAUM · 1 reps · 312-953-9900 · mindfulwealthllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MERKLE RETIREMENT PLANNING reported RAUM up 28% ($334.8M -> $428.5M). IAPD ↗
$428.5M RAUM · 7 reps · 515-278-4110 · anchor.fm
Portfolio / reporting / TAMPCRMFinancial planning software
63
THOMASLLOYD CLIMATE SOLUTIONS LLC reported RAUM up 234% ($148.0M -> $493.6M). IAPD ↗institutional
$493.6M RAUM · 2 reps · 914 495-3630
Portfolio / reporting / TAMPCRMFinancial planning software
63
CASTLE COAST WEALTH, LLC reported RAUM up 27% ($324.3M -> $412.3M). IAPD ↗
$412.3M RAUM · 4 reps · (858) 546-1247 · castlecoastwealthllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
JOURNEY WEALTH MANAGEMENT reported RAUM up 25% ($750.7M -> $940.7M). IAPD ↗
$940.7M RAUM · 14 reps · 216-468-1333 · fsmwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MATCH GRADE ADVISORS reported RAUM up 29% ($279.3M -> $361.0M). IAPD ↗
$361.0M RAUM · 5 reps · 864-250-0661
Portfolio / reporting / TAMPCRMFinancial planning software
63
EAGLE POINT INCOME MANAGEMENT LLC reported RAUM up 87% ($243.7M -> $455.5M). IAPD ↗institutional
$455.5M RAUM · 10 reps · 203-340-8500
Portfolio / reporting / TAMPCRMFinancial planning software
63
HAWKE FINANCIAL GROUP reported RAUM up 28% ($198.3M -> $254.3M). IAPD ↗
$254.3M RAUM · 2 reps · (208) 855-9400 · idahofinancialplanner.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MONTZ HARCUS WEALTH MANAGEMENT reported RAUM up 27% ($563.8M -> $713.7M). IAPD ↗
$713.7M RAUM · 6 reps · 504-488-3700
Portfolio / reporting / TAMPCRMFinancial planning software
63
SCHORN WEALTH reported RAUM up 27% ($289.9M -> $367.8M). IAPD ↗
$367.8M RAUM · 8 reps · 610 399-1500 · schorn.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
GREEN RIDGE WEALTH PLANNING LLC reported RAUM up 25% ($240.9M -> $301.6M). IAPD ↗
$301.6M RAUM · 5 reps · 973-554-1770
Portfolio / reporting / TAMPCRMFinancial planning software
63
ICR PARTNERS reported RAUM up 113% ($224.9M -> $479.8M). IAPD ↗institutional
$479.8M RAUM · 1 reps · (817) 854-3253
Portfolio / reporting / TAMPCRMFinancial planning software
63
ABBEY STREET reported RAUM up 29% ($245.0M -> $315.1M). IAPD ↗
$315.1M RAUM · 7 reps · (952) 224-7272
Portfolio / reporting / TAMPCRMFinancial planning software
63
SYNERGY FINANCIAL PARTNERS, LLC reported RAUM up 26% ($221.7M -> $280.0M). IAPD ↗
$280.0M RAUM · 5 reps · 303-399-9999 · sfpdenver.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LOFTIN WEALTH PARTNERS reported RAUM up 25% ($233.6M -> $292.4M). IAPD ↗
$292.4M RAUM · 5 reps · (888) 556-3846
Portfolio / reporting / TAMPCRMFinancial planning software
63
CW INVESTMENT ADVISERS, LLC reported RAUM up 29% ($685.5M -> $884.0M). IAPD ↗
$884.0M RAUM · 25 reps · 626-788-2305
Portfolio / reporting / TAMPCRMFinancial planning software
63
RUNNING POINT CAPITAL ADVISORS LLC reported RAUM up 29% ($509.4M -> $656.9M). IAPD ↗
$656.9M RAUM · 6 reps · 424-502-3501 · runningpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
NBC CAPITAL ADVISORS reported RAUM up 26% ($563.7M -> $710.5M). IAPD ↗
$710.5M RAUM · 4 reps · 503-683-7727 · nbccapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FOURTH DIMENSION WEALTH, LLC reported RAUM up 30% ($218.6M -> $283.6M). IAPD ↗
$283.6M RAUM · 9 reps · 440-664-4045 · 4d-wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WASHINGTON AVENUE ADVISORS reported RAUM up 28% ($224.2M -> $286.6M). IAPD ↗
$286.6M RAUM · 7 reps · 844-678-1842
Portfolio / reporting / TAMPCRMFinancial planning software
63
MASON & ASSOCIATES, LLC reported RAUM up 27% ($319.0M -> $403.9M). IAPD ↗
$403.9M RAUM · 5 reps · (757) 223-9898
Portfolio / reporting / TAMPCRMFinancial planning software
63
ODEON CAPITAL ADVISORS LLC reported RAUM up 28% ($613.5M -> $786.0M). IAPD ↗
$786.0M RAUM · 3 reps · 212-230-5880 · odeonadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WISDOM CAPITAL ASSET MANAGEMENT, LLC reported RAUM up 45% ($52.8M -> $76.5M). IAPD ↗
$76.5M RAUM · 2 reps · 2034790108 · wisdom-cap.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FINANCIAL FORUM, INC. reported RAUM up 28% ($216.4M -> $276.0M). IAPD ↗
$276.0M RAUM · 3 reps · 509 458 5373 · financialforum.io
Portfolio / reporting / TAMPCRMFinancial planning software
63
BOSUN ASSET MANAGEMENT, LLC reported RAUM up 28% ($247.6M -> $316.2M). IAPD ↗
$316.2M RAUM · 7 reps · 773.825.0007 · bosunam.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SERENITY INVESTMENT ADVISORS reported RAUM up 27% ($296.9M -> $376.0M). IAPD ↗
$376.0M RAUM · 4 reps · 312-734-1415 · yelp.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MANER WEALTH reported RAUM up 44% ($172.7M -> $248.3M). IAPD ↗
$248.3M RAUM · 4 reps · 517-323-7500 · manerwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ROBERTS WEALTH ADVISORS, LLC reported RAUM up 26% ($306.1M -> $385.4M). IAPD ↗
$385.4M RAUM · 6 reps · 650-240-2410
Portfolio / reporting / TAMPCRMFinancial planning software
63
PTM WEALTH MANAGEMENT, LLC reported RAUM up 41% ($124.1M -> $175.3M). IAPD ↗
$175.3M RAUM · 2 reps · 267-317-1515
Portfolio / reporting / TAMPCRMFinancial planning software
63
SAN LUIS WEALTH ADVISORS reported RAUM up 26% ($561.1M -> $705.5M). IAPD ↗
$705.5M RAUM · 4 reps · 805-810-0002 · sanluiswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE INVICTUS COLLECTIVE, LLC reported RAUM up 29% ($308.5M -> $399.4M). IAPD ↗
$399.4M RAUM · 2 reps · (866) 636-3468 · theinvictuscollective.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CARROLL INVESTORS, INC. reported RAUM up 42% ($150.4M -> $213.3M). IAPD ↗
$213.3M RAUM · 2 reps · 843-352-4963
Portfolio / reporting / TAMPCRMFinancial planning software
63
SOUTHERN RIDGES CAPITAL (USA) LLC reported RAUM up 67% ($1.01B -> $1.68B). IAPD ↗institutional
$1.68B RAUM · 10 reps · +1 332 910 5167
Portfolio / reporting / TAMPCRMFinancial planning software
63
GREENUP STREET WEALTH MANAGEMENT LLC reported RAUM up 30% ($510.8M -> $661.7M). IAPD ↗
$661.7M RAUM · 15 reps · 734-656-8121
Portfolio / reporting / TAMPCRMFinancial planning software
63
MARIPAU WEALTH MANAGEMENT LLC reported RAUM up 26% ($235.0M -> $296.1M). IAPD ↗
$296.1M RAUM · 18 reps · 260-493-3930
Portfolio / reporting / TAMPCRMFinancial planning software
63
CHICAGO ATLANTIC BDC ADVISERS, LLC reported RAUM up 249% ($88.6M -> $309.6M). IAPD ↗institutional
$309.6M RAUM · 5 reps · 212-905-4920 · lien.chicagoatlantic.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PARAGON PRIVATE WEALTH MANAGEMENT LLC reported RAUM up 25% ($283.0M -> $354.9M). IAPD ↗
$354.9M RAUM · 3 reps · 859-300-3985 · paragonmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PRINCETON VALUE PARTNERS LLC reported RAUM up 41% ($25.9M -> $36.6M). IAPD ↗
$36.6M RAUM · 2 reps · 6095716687 · princetonvp.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
VICKERMAN INVESTMENT ADVISORS, INC. reported RAUM up 25% ($372.1M -> $466.6M). IAPD ↗
$466.6M RAUM · 4 reps · 509-325-7610 · vickermandriscoll.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CRANE & ASSOCIATES WEALTH MANAGEMENT reported RAUM up 25% ($645.5M -> $809.4M). IAPD ↗
$809.4M RAUM · 3 reps · 714-525-4445 · doncrane.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FINANCIAL DESIGNS WEALTH MANAGEMENT reported RAUM up 41% ($137.7M -> $194.8M). IAPD ↗
$194.8M RAUM · 3 reps · 786-388-0070
Portfolio / reporting / TAMPCRMFinancial planning software
63
ALPHA LEONIS PARTNERS, LLC reported RAUM up 28% ($292.6M -> $373.3M). IAPD ↗
$373.3M RAUM · 6 reps · 332-249-0050 · alphaleonispartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
POWER WEALTH MANAGEMENT reported RAUM up 30% ($293.8M -> $381.4M). IAPD ↗
$381.4M RAUM · 5 reps · 404-889-8919 · powerwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ENZI WEALTH reported RAUM up 26% ($337.0M -> $424.0M). IAPD ↗
$424.0M RAUM · 3 reps · 512-795-0030
Portfolio / reporting / TAMPCRMFinancial planning software
63
HORIZON FAMILY WEALTH, INC. reported RAUM up 27% ($220.7M -> $279.7M). IAPD ↗
$279.7M RAUM · 1 reps · 312-442-9192 · horizonfamilywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KERBEROS CAPITAL MANAGEMENT LLC reported RAUM up 29% ($270.0M -> $348.6M). IAPD ↗
$348.6M RAUM · 4 reps · (312) 854-8787 · kerberoscm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
COMPASS FINANCIAL ADVISORY SERVICES, LLC reported RAUM up 25% ($354.0M -> $443.8M). IAPD ↗
$443.8M RAUM · 4 reps · 888-673-5191 · compassfinancial.us
Portfolio / reporting / TAMPCRMFinancial planning software
63
RADIANT GLOBAL INVESTORS LLC reported RAUM up 44% ($37.0M -> $53.3M). IAPD ↗
$53.3M RAUM · 4 reps · 925-899-3600
Portfolio / reporting / TAMPCRMFinancial planning software
63
TRIFECTA CAPITAL ADVISORS, LLC reported RAUM up 25% ($567.6M -> $712.2M). IAPD ↗
$712.2M RAUM · 3 reps · 1-847-495-2464
Portfolio / reporting / TAMPCRMFinancial planning software
63
NFWM reported RAUM up 42% ($105.4M -> $149.3M). IAPD ↗
$149.3M RAUM · 2 reps · (214) 379-333
Portfolio / reporting / TAMPCRMFinancial planning software
63
SENIOR TAX ADVISORY GROUP, INC. reported RAUM up 44% ($61.4M -> $88.5M). IAPD ↗
$88.5M RAUM · 3 reps · 719-596-4844 · springstax.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PACE FINANCIAL ADVISORS reported RAUM up 30% ($301.0M -> $390.1M). IAPD ↗
$390.1M RAUM · 10 reps · 971-727-8434 · pace-fa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ONESOURCE WEALTH MANAGEMENT reported RAUM up 40% ($100.0M -> $140.0M). IAPD ↗
$140.0M RAUM · 2 reps · 9169673500 · wisemoneyguys.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MICHELS FAMILY FINANCIAL, LLC reported RAUM up 25% ($242.6M -> $303.5M). IAPD ↗
$303.5M RAUM · 2 reps · 817-719-9999 · michelsfamilyfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
TABLEAUX WEALTH reported RAUM up 41% ($109.3M -> $154.3M). IAPD ↗
$154.3M RAUM · 4 reps · 413-264-2400
Portfolio / reporting / TAMPCRMFinancial planning software
63
FOX HILL WEALTH MANAGEMENT reported RAUM up 27% ($198.4M -> $251.8M). IAPD ↗
$251.8M RAUM · 7 reps · 781-613-2600
Portfolio / reporting / TAMPCRMFinancial planning software
63
ANCORATO reported RAUM up 41% ($170.6M -> $240.3M). IAPD ↗
$240.3M RAUM · 6 reps · 208-925-0006 · legacy-is.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DUNBAR ASSOCIATES, LLC reported RAUM up 25% ($213.2M -> $267.1M). IAPD ↗
$267.1M RAUM · 2 reps · (203) 880-5716 · dunbarassociatesllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
TWIN PEAKS WEALTH ADVISORS reported RAUM up 29% ($318.5M -> $410.4M). IAPD ↗
$410.4M RAUM · 9 reps · (650) 200-0308
Portfolio / reporting / TAMPCRMFinancial planning software
63
CRESCENT CAP NT ADVISORS, LLC reported RAUM up 134% ($148.7M -> $348.0M). IAPD ↗institutional
$348.0M RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DFS ADVISORY reported RAUM up 40% ($102.8M -> $144.0M). IAPD ↗
$144.0M RAUM · 2 reps · (940) 297-1474 · distinctfinancialsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ELEVATUS WEALTH MANAGEMENT, LLC reported RAUM up 26% ($346.5M -> $438.1M). IAPD ↗
$438.1M RAUM · 6 reps · 585-565-4450 · elevatuswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRB FINANZ USA reported RAUM up 29% ($202.2M -> $261.0M). IAPD ↗
$261.0M RAUM · 2 reps · 305-954-2020 · brbfinanz.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FIDUCIARY BENEFITS GROUP reported RAUM up 29% ($651.5M -> $843.4M). IAPD ↗
$843.4M RAUM · 3 reps · 844-967-8491
Portfolio / reporting / TAMPCRMFinancial planning software
63
NICHOLSON WEALTH MANAGEMENT GROUP, LLC reported RAUM up 29% ($226.3M -> $291.3M). IAPD ↗
$291.3M RAUM · 3 reps · 843-790-2625
Portfolio / reporting / TAMPCRMFinancial planning software
63
VISTA INVESTMENT PARTNERS reported RAUM up 29% ($249.6M -> $321.8M). IAPD ↗
$321.8M RAUM · 5 reps · 765-962-5153 · vistainvestment.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
TRILL IMPACT ADVISORY INC. reported RAUM up 216% ($80.3M -> $253.8M). IAPD ↗institutional
$253.8M RAUM · 4 reps · 917-733-5510 · trillimpact.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LEGACY BEYOND WEALTH LLC reported RAUM up 43% ($140.0M -> $200.0M). IAPD ↗
$200.0M RAUM · 1 reps · 408-464-3876
Portfolio / reporting / TAMPCRMFinancial planning software
63
CURAFIN ADVISORS reported RAUM up 96% ($229.2M -> $448.4M). IAPD ↗institutional
$448.4M RAUM · 3 reps · 480-284-7080 · curafinadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
VENNLIGHT CAPITAL MANAGEMENT, LP reported RAUM up 163% ($104.3M -> $274.1M). IAPD ↗institutional
$274.1M RAUM · 3 reps · 203-935-3203
Portfolio / reporting / TAMPCRMFinancial planning software
63
SUNRISE MANAGER LLC reported RAUM up 177% ($115.0M -> $318.7M). IAPD ↗institutional
$318.7M RAUM · 7 reps · 561-530-3315 · sunriserealtytrust.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SOPHRON CAPITAL MANAGEMENT reported RAUM up 90% ($251.7M -> $477.6M). IAPD ↗institutional
$477.6M RAUM · 2 reps · 212-970-9451
Portfolio / reporting / TAMPCRMFinancial planning software
62
THE SCOTT S. JAMES COMPANY reported RAUM up 37% ($91.6M -> $125.2M). IAPD ↗
$125.2M RAUM · 2 reps · 703-533-2500 · scottjamesgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. reported RAUM up 38% ($24.8M -> $34.3M). IAPD ↗
$34.3M RAUM · 4 reps · 253-815-6564 · americannw.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PKS INVESTMENT ADVISORS LLC reported RAUM up 39% ($174.6M -> $242.4M). IAPD ↗
$242.4M RAUM · 8 reps · 410-546-5600 · pksadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
NEWPORT INVESTMENT ADVISORS INC reported RAUM up 38% ($114.8M -> $158.9M). IAPD ↗
$158.9M RAUM · 2 reps · 216-514-5151 · newport.investments
Portfolio / reporting / TAMPCRMFinancial planning software
62
GRIFFITH & WERNER, INC. reported RAUM up 39% ($140.2M -> $195.2M). IAPD ↗
$195.2M RAUM · 4 reps · 678-901-4167 · griffith-werner.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
NEWPORT WEALTH ADVISORS, INC. reported RAUM up 38% ($140.4M -> $193.3M). IAPD ↗
$193.3M RAUM · 6 reps · (877) 692-7227 · rpbacademy.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
WARREN CAPITAL GROUP reported RAUM up 38% ($90.7M -> $124.8M). IAPD ↗
$124.8M RAUM · 4 reps · 8542468881
Portfolio / reporting / TAMPCRMFinancial planning software
62
INTEGRATED WEALTH MANAGEMENT, INC. reported RAUM up 36% ($139.2M -> $189.5M). IAPD ↗
$189.5M RAUM · 6 reps · 330-896-1644 · iwmgameplan.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PINGORA PARTNERS LLC reported RAUM up 37% ($135.7M -> $186.6M). IAPD ↗
$186.6M RAUM · 1 reps · 307-739-8686
Portfolio / reporting / TAMPCRMFinancial planning software
62
INTELLIFLO ADVISERS, INC. reported RAUM up 37% ($90.7M -> $124.0M). IAPD ↗
$124.0M RAUM · 3 reps · 800-607-3340
Portfolio / reporting / TAMPCRMFinancial planning software
62
COLLAR CAPITAL MANAGEMENT, LLC reported RAUM up 39% ($105.8M -> $146.8M). IAPD ↗
$146.8M RAUM · 2 reps · 920-830-1556 · collarcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
REVERE ASSET reported RAUM up 38% ($156.6M -> $216.8M). IAPD ↗
$216.8M RAUM · 4 reps · 855-732-5932 · revereasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
OXFORD LANE MANAGEMENT, LLC reported RAUM up 63% ($1.56B -> $2.55B). IAPD ↗institutional
$2.55B RAUM · 7 reps · 203-983-5275 · oxfordfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
INTEGRATED WEALTH STRATEGIES, LLC reported RAUM up 35% ($103.8M -> $140.5M). IAPD ↗
$140.5M RAUM · 3 reps · 512-291-6391 · yelp.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PERINI CAPITAL reported RAUM up 35% ($161.0M -> $217.4M). IAPD ↗
$217.4M RAUM · 5 reps · 575-725-1978
Portfolio / reporting / TAMPCRMFinancial planning software
62
ROI FINANCIAL reported RAUM up 36% ($161.6M -> $220.5M). IAPD ↗
$220.5M RAUM · 3 reps · 503-941-5925
Portfolio / reporting / TAMPCRMFinancial planning software
62
VEST FINANCIAL LLC reported RAUM up 61% ($24.38B -> $39.30B). IAPD ↗institutional
$39.30B RAUM · 12 reps · 855-979-6060 · vestfin.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
MCBEATH FINANCIAL GROUP reported RAUM up 39% ($160.2M -> $223.2M). IAPD ↗
$223.2M RAUM · 6 reps · 309-808-2224 · vimeo.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
HIPPOCRATIC FINANCIAL ADVISORS reported RAUM up 38% ($123.0M -> $170.2M). IAPD ↗
$170.2M RAUM · 3 reps · 866-447-2380 · hippocraticfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ERISA ADVISERS, INC. reported RAUM up 39% ($145.6M -> $202.6M). IAPD ↗
$202.6M RAUM · 1 reps · (855) 255-2391 · erisaadvisers.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
STONE PINE FINANCIAL PARTNERS reported RAUM up 35% ($146.9M -> $199.0M). IAPD ↗
$199.0M RAUM · 4 reps · 610-565-9181 · stonepinefinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
TFG FINANCIAL ADVISORS, LLC reported RAUM up 38% ($111.9M -> $154.5M). IAPD ↗
$154.5M RAUM · 4 reps · (561) 209-1120
Portfolio / reporting / TAMPCRMFinancial planning software
62
STRATOS INVESTMENT MANAGEMENT, LLC reported RAUM up 60% ($1.52B -> $2.44B). IAPD ↗institutional
$2.44B RAUM · 4 reps · 4402104900 · stratosinvestmentmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
XA INVESTMENTS reported RAUM up 74% ($547.1M -> $950.0M). IAPD ↗institutional
$950.0M RAUM · 14 reps · 312-374-6930 · xainvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
WIREGRASS ASSET MANAGEMENT reported RAUM up 38% ($94.3M -> $129.9M). IAPD ↗
$129.9M RAUM · 2 reps · (229) 226-0111
Portfolio / reporting / TAMPCRMFinancial planning software
62
BANNERMAN WEALTH reported RAUM up 37% ($110.8M -> $152.2M). IAPD ↗
$152.2M RAUM · 3 reps · (214) 919-4448 · stackingbenjamins.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ALERCE INVESTMENT MANAGEMENT, L.P. reported RAUM up 38% ($161.9M -> $223.2M). IAPD ↗
$223.2M RAUM · 2 reps · 312-448-5500
Portfolio / reporting / TAMPCRMFinancial planning software
62
STRATEGIC WEALTH ADVISORS GROUP, INC. reported RAUM up 39% ($101.1M -> $140.2M). IAPD ↗
$140.2M RAUM · 6 reps · 586-203-2275 · swaganalysis.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
DAVIS PRIVATE WEALTH, LLC reported RAUM up 40% ($123.3M -> $172.5M). IAPD ↗
$172.5M RAUM · 2 reps · (561) 284-8999 · davisprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
NEST EGG reported RAUM up 37% ($74.1M -> $101.6M). IAPD ↗
$101.6M RAUM · 7 reps · 888-345-2163 · mybanknestegg.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ANTONELLI FINANCIAL ADVISORS, LLC reported RAUM up 39% ($139.3M -> $193.0M). IAPD ↗
$193.0M RAUM · 3 reps · 313-290-2602
Portfolio / reporting / TAMPCRMFinancial planning software
62
RICHMOND QUANTITATIVE ADVISORS, LLC reported RAUM up 40% ($19.9M -> $27.8M). IAPD ↗
$27.8M RAUM · 2 reps · (804) 347-0126
Portfolio / reporting / TAMPCRMFinancial planning software
62
GREAT GABLE WEALTH MANAGEMENT, LLC reported RAUM up 40% ($135.8M -> $189.7M). IAPD ↗
$189.7M RAUM · 2 reps · 415-986-1116
Portfolio / reporting / TAMPCRMFinancial planning software
62
PRATTES WEALTH PARTNERS reported RAUM up 39% ($130.0M -> $180.3M). IAPD ↗
$180.3M RAUM · 3 reps · 949-271-6333 · sprivecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
MERITED WEALTH, LLC reported RAUM up 36% ($105.7M -> $143.4M). IAPD ↗
$143.4M RAUM · 4 reps · 305.722.0091
Portfolio / reporting / TAMPCRMFinancial planning software
62
OAK CREST ADVISORY, LLC reported RAUM up 35% ($51.7M -> $70.0M). IAPD ↗
$70.0M RAUM · 3 reps · 585-507-1681 · oakcrestadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
EMPOWER WEALTH MANAGEMENT reported RAUM up 37% ($146.3M -> $200.2M). IAPD ↗
$200.2M RAUM · 2 reps · 512-833-6557 · empoweringretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
MAGNIFINA, LLC reported RAUM up 37% ($39.3M -> $53.9M). IAPD ↗
$53.9M RAUM · 1 reps · 800-732-0818
Portfolio / reporting / TAMPCRMFinancial planning software
62
RIDGELINE WEALTH PLANNING LLC reported RAUM up 36% ($147.4M -> $200.5M). IAPD ↗
$200.5M RAUM · 3 reps · (937)-739-3744
Portfolio / reporting / TAMPCRMFinancial planning software
62
ELYSIUM WEALTH MANAGEMENT, LLC reported RAUM up 37% ($116.0M -> $159.2M). IAPD ↗
$159.2M RAUM · 8 reps · 801-735-8407 · saltwealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
MOMENT PRIVATE WEALTH reported RAUM up 40% ($112.1M -> $156.7M). IAPD ↗
$156.7M RAUM · 3 reps · (636) 591-1050 · momentprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
GRAMERCY STRATEGIC CAPITAL LLC reported RAUM up 36% ($144.9M -> $197.3M). IAPD ↗
$197.3M RAUM · 1 reps · 917-272-7036 · gramercysc.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
DOGWOOD WEALTH MANAGEMENT, LLC reported RAUM up 37% ($148.6M -> $204.2M). IAPD ↗
$204.2M RAUM · 4 reps · (913) 232-2900
Portfolio / reporting / TAMPCRMFinancial planning software
62
REAL TALK CAPITAL, LLC reported RAUM up 40% ($102.6M -> $143.6M). IAPD ↗
$143.6M RAUM · 4 reps · 833-856-2088 · realtalkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
BALLAST ROCK PRIVATE WEALTH reported RAUM up 40% ($170.6M -> $238.2M). IAPD ↗
$238.2M RAUM · 6 reps · (800) 204-2513 · ballastrockpw.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
TIER ONE WEALTH MANAGEMENT reported RAUM up 35% ($92.6M -> $125.1M). IAPD ↗
$125.1M RAUM · 3 reps · 303-858-0000 · tieronewm.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
VIVID WEALTH MANAGEMENT, LLC reported RAUM up 36% ($171.9M -> $234.7M). IAPD ↗
$234.7M RAUM · 2 reps · (515) 480-7593 · rwww.retirevivid.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ATLAS INVESTMENT ADVISORS reported RAUM up 37% ($100.7M -> $138.2M). IAPD ↗
$138.2M RAUM · 2 reps · 770-336-6805
Portfolio / reporting / TAMPCRMFinancial planning software
62
DECISIONMAP WEALTH MANAGEMENT, LLC reported RAUM up 37% ($177.4M -> $242.5M). IAPD ↗
$242.5M RAUM · 4 reps · (703) 520-1160 · decisionmap.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ROCKBRIDGE CAPITAL MANAGEMENT reported RAUM up 37% ($137.9M -> $189.4M). IAPD ↗
$189.4M RAUM · 3 reps · 571.982.5398 · rockbridgecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
OUTRUNNER CAPITAL, LLC reported RAUM up 36% ($172.0M -> $233.2M). IAPD ↗
$233.2M RAUM · 5 reps · 512-649-3192 · outrunnercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
CREWS & ASSOCIATES, INC. reported RAUM up 33% ($112.4M -> $149.4M). IAPD ↗
$149.4M RAUM · 20 reps · 501-907-2000 · crewsfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
UPRIGHT FINANCIAL CORP reported RAUM up 33% ($62.6M -> $83.1M). IAPD ↗
$83.1M RAUM · 1 reps · 973-533-1818
Portfolio / reporting / TAMPCRMFinancial planning software
61
ALLSTATE FINANCIAL ADVISORS, LLC reported RAUM up 32% ($62.1M -> $82.0M). IAPD ↗
$82.0M RAUM · 0 reps · 877-232-2142
Portfolio / reporting / TAMPCRMFinancial planning software
61
VERUS ADVISORY, INC. reported RAUM up 59% ($11.02B -> $17.54B). IAPD ↗institutional
$17.54B RAUM · 85 reps · 206-622-3700
Portfolio / reporting / TAMPCRMFinancial planning software
61
CASSEDY FINANCIAL GROUP, INC. reported RAUM up 34% ($165.8M -> $222.3M). IAPD ↗
$222.3M RAUM · 3 reps · 813-251-0004 · cassedyfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PEGASUS GROUP, LLC reported RAUM up 35% ($57.4M -> $77.3M). IAPD ↗
$77.3M RAUM · 2 reps · 845-369-9422
Portfolio / reporting / TAMPCRMFinancial planning software
61
THE PLANNER'S EDGE LLC reported RAUM up 31% ($142.3M -> $186.7M). IAPD ↗
$186.7M RAUM · 3 reps · 206-232-4500 · theplannersedge.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
CONWAY FINANCIAL GROUP, LLC reported RAUM up 32% ($105.1M -> $138.2M). IAPD ↗
$138.2M RAUM · 2 reps · (314) 579-9157 · conwayfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
J M BROWN FINANCIAL PARTNERS reported RAUM up 32% ($120.0M -> $158.0M). IAPD ↗
$158.0M RAUM · 5 reps · 918-496-5460 · perfectcalendar.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
EAMES FINANCIAL reported RAUM up 31% ($150.0M -> $196.0M). IAPD ↗
$196.0M RAUM · 1 reps · 973-539-2855
Portfolio / reporting / TAMPCRMFinancial planning software
61
STEWARDSHIP FINANCIAL PLANNING reported RAUM up 35% ($37.0M -> $49.8M). IAPD ↗
$49.8M RAUM · 1 reps · 914-380-1421 · stewardshipfp.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
INTEGRATED FINANCIAL CONSULTING, LLC reported RAUM up 34% ($93.5M -> $125.0M). IAPD ↗
$125.0M RAUM · 1 reps · 845-426-6300 · integratedfinancialconsulting.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SIERRA PACIFIC FINANCIAL ADVISORS reported RAUM up 31% ($162.1M -> $212.7M). IAPD ↗
$212.7M RAUM · 3 reps · 925 223-8868 · sierrapfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PROSPECT HILL MANAGEMENT, LLC reported RAUM up 34% ($175.1M -> $234.2M). IAPD ↗
$234.2M RAUM · 1 reps · 908-277-0159 · prospecthill.net
Portfolio / reporting / TAMPCRMFinancial planning software
61
ROOKWOOD WEALTH MANAGEMENT, LLC reported RAUM up 33% ($126.3M -> $168.1M). IAPD ↗
$168.1M RAUM · 1 reps · 513-871-7815
Portfolio / reporting / TAMPCRMFinancial planning software
61
VIMA, LLC reported RAUM up 33% ($113.3M -> $150.2M). IAPD ↗
$150.2M RAUM · 12 reps · 248-526-6700 · vimawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
FIDUCIARY FIRST reported RAUM up 57% ($3.31B -> $5.18B). IAPD ↗institutional
$5.18B RAUM · 2 reps · 407.740.6111 · fiduciaryfirst.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PACIFIC FINANCIAL STRATEGIES, INC reported RAUM up 32% ($138.0M -> $181.7M). IAPD ↗
$181.7M RAUM · 3 reps · (818) 991-7794 · pacfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
LOGIC WEALTH MANAGEMENT, LLC reported RAUM up 34% ($122.5M -> $164.7M). IAPD ↗
$164.7M RAUM · 9 reps · (626) 757-4323 · logicwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
RYDAR EQUITIES, INC. reported RAUM up 34% ($112.0M -> $150.0M). IAPD ↗
$150.0M RAUM · 2 reps · 432-634-8673 · rydarequities.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
FOUR TREE ISLAND ADVISORY LLC reported RAUM up 33% ($122.5M -> $163.1M). IAPD ↗
$163.1M RAUM · 1 reps · 603-427-8053 · fourtreeislandadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SUMMER CREEK WEALTH MANAGEMENT, LLC reported RAUM up 35% ($34.3M -> $46.2M). IAPD ↗
$46.2M RAUM · 1 reps · 518-867-5620
Portfolio / reporting / TAMPCRMFinancial planning software
61
A SMARTER WAY TO INVEST, INC. reported RAUM up 32% ($84.8M -> $112.2M). IAPD ↗
$112.2M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
INVARIANT INVESTMENT MANAGEMENT reported RAUM up 35% ($101.0M -> $135.9M). IAPD ↗
$135.9M RAUM · 6 reps · (717) 317-9006 · invariantinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SOUNDHAVEN CAPITAL MANAGEMENT reported RAUM up 32% ($120.4M -> $159.4M). IAPD ↗
$159.4M RAUM · 1 reps · 818-292-1474 · soundhavencapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY reported RAUM up 34% ($164.1M -> $220.3M). IAPD ↗
$220.3M RAUM · 16 reps · 866-929-3258 · walserwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
TRADEWAY reported RAUM up 33% ($68.4M -> $91.2M). IAPD ↗
$91.2M RAUM · 15 reps · 877-777-0703 · tradeway.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
COLARION reported RAUM up 33% ($125.9M -> $167.9M). IAPD ↗
$167.9M RAUM · 3 reps · 205 410 9443
Portfolio / reporting / TAMPCRMFinancial planning software
61
WINDLE WEALTH reported RAUM up 30% ($159.3M -> $207.8M). IAPD ↗
$207.8M RAUM · 2 reps · 405-261-5202
Portfolio / reporting / TAMPCRMFinancial planning software
61
SPAHN WEALTH & RETIREMENT LLC reported RAUM up 32% ($127.3M -> $167.4M). IAPD ↗
$167.4M RAUM · 1 reps · 602-730-6114
Portfolio / reporting / TAMPCRMFinancial planning software
61
KNOX WEALTH PARTNERS ADVISORY reported RAUM up 31% ($176.9M -> $231.3M). IAPD ↗
$231.3M RAUM · 7 reps · (865) 291-2422
Portfolio / reporting / TAMPCRMFinancial planning software
61
RING MOUNTAIN CAPITAL, LLC reported RAUM up 34% ($138.2M -> $185.7M). IAPD ↗
$185.7M RAUM · 1 reps · 415-350-1355 · ringmountaincapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BOERUM HILL FINANCIAL ADVISORS LLC reported RAUM up 31% ($28.3M -> $37.0M). IAPD ↗
$37.0M RAUM · 1 reps · (516) 695-1610
Portfolio / reporting / TAMPCRMFinancial planning software
61
THE HAJDARI GROUP, LLC reported RAUM up 32% ($84.7M -> $111.4M). IAPD ↗
$111.4M RAUM · 1 reps · (212) 381-0050
Portfolio / reporting / TAMPCRMFinancial planning software
61
994 GROUP reported RAUM up 31% ($142.4M -> $186.8M). IAPD ↗
$186.8M RAUM · 2 reps · (512) 853-9597 · 994group.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC reported RAUM up 34% ($154.3M -> $206.7M). IAPD ↗
$206.7M RAUM · 1 reps · 401-519-9000 · capitalgroupfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
FOLIOBEYOND, LLC reported RAUM up 30% ($73.4M -> $95.7M). IAPD ↗
$95.7M RAUM · 2 reps · 212-397-7539 · foliobeyond.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
THE TENRET COMPANY, LLC reported RAUM up 31% ($142.0M -> $185.3M). IAPD ↗
$185.3M RAUM · 1 reps · 727-599-6201
Portfolio / reporting / TAMPCRMFinancial planning software
61
RIGHTWEALTH ADVISORS, LLC reported RAUM up 33% ($166.4M -> $221.3M). IAPD ↗
$221.3M RAUM · 3 reps · 937-859-9800
Portfolio / reporting / TAMPCRMFinancial planning software
61
EMISSARY WEALTH reported RAUM up 33% ($117.4M -> $156.1M). IAPD ↗
$156.1M RAUM · 4 reps · 201-853-9103
Portfolio / reporting / TAMPCRMFinancial planning software
61
MEDIA WEALTH reported RAUM up 30% ($109.4M -> $142.3M). IAPD ↗
$142.3M RAUM · 3 reps · 650-252-0550
Portfolio / reporting / TAMPCRMFinancial planning software
61
STARK WEALTH MANAGEMENT LLC reported RAUM up 34% ($131.7M -> $176.9M). IAPD ↗
$176.9M RAUM · 2 reps · 610-419-9894 · starkfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PULLEN INVESTMENT MANAGEMENT reported RAUM up 31% ($140.5M -> $184.1M). IAPD ↗
$184.1M RAUM · 2 reps · 941-361-2195
Portfolio / reporting / TAMPCRMFinancial planning software
61
PARK AVENUE INVESTMENT ADVISORY, LLC reported RAUM up 30% ($75.4M -> $98.3M). IAPD ↗
$98.3M RAUM · 87 reps · 800-879-6934 · parkavenuesecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
TRUMIX ADVISORS reported RAUM up 31% ($112.3M -> $147.2M). IAPD ↗
$147.2M RAUM · 3 reps · 952-222-8286
Portfolio / reporting / TAMPCRMFinancial planning software
61
MY PROSPER TEAM reported RAUM up 32% ($39.7M -> $52.5M). IAPD ↗
$52.5M RAUM · 6 reps · 801-889-1341
Portfolio / reporting / TAMPCRMFinancial planning software
61
THE WEALTHGARDEN F.S. LLC reported RAUM up 31% ($139.2M -> $182.3M). IAPD ↗
$182.3M RAUM · 3 reps · 310-571-8489 · thewealthgardenfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
J.M. ARBOUR, LLC reported RAUM up 32% ($116.5M -> $154.0M). IAPD ↗
$154.0M RAUM · 6 reps · (207) 248-6767 · jmarbour.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
REICON WEALTH ADVISORS, LLC reported RAUM up 32% ($143.5M -> $189.8M). IAPD ↗
$189.8M RAUM · 5 reps · 404-328-2120 · reiconwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
AVAIL INVESTMENT PARTNERS, LLC reported RAUM up 33% ($105.4M -> $140.1M). IAPD ↗
$140.1M RAUM · 6 reps · 814-996-7206 · availinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ANEW ADVISORS, LLC reported RAUM up 34% ($50.5M -> $67.8M). IAPD ↗
$67.8M RAUM · 2 reps · 414-704-2875
Portfolio / reporting / TAMPCRMFinancial planning software
61
ARK WEALTH MANAGEMENT reported RAUM up 32% ($144.6M -> $191.0M). IAPD ↗
$191.0M RAUM · 1 reps · 512-660-5703 · arkfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
LUMIERE FINANCIAL reported RAUM up 33% ($45.0M -> $59.9M). IAPD ↗
$59.9M RAUM · 7 reps · (212) 516-5900
Portfolio / reporting / TAMPCRMFinancial planning software
61
ATHENA WEALTH MANAGEMENT, LLC reported RAUM up 31% ($107.7M -> $140.6M). IAPD ↗
$140.6M RAUM · 1 reps · (408) 684-3705 · athenawm.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
VINCIMUS CAPITAL, LLC reported RAUM up 33% ($126.5M -> $167.8M). IAPD ↗
$167.8M RAUM · 2 reps · 904.226.4946 · vincimus.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BRIDGER INVESTMENT PARTNERS LLC reported RAUM up 66% ($518.7M -> $859.3M). IAPD ↗institutional
$859.3M RAUM · 5 reps · 1-800-598-9220 · bridger-partners.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
DIAZO, LLC reported RAUM up 34% ($132.7M -> $177.9M). IAPD ↗
$177.9M RAUM · 4 reps · 702-745-1800
Portfolio / reporting / TAMPCRMFinancial planning software
61
LYNX ADVISORY PARTNERS reported RAUM up 31% ($163.6M -> $214.8M). IAPD ↗
$214.8M RAUM · 5 reps · (305) 772-7137
Portfolio / reporting / TAMPCRMFinancial planning software
61
SSB&T WEALTH MANAGEMENT, LLC reported RAUM up 31% ($100.0M -> $131.0M). IAPD ↗
$131.0M RAUM · 1 reps · 830-997-7575 · ssbtwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
LONGEVITY CAPITAL MANAGEMENT reported RAUM up 34% ($119.3M -> $160.0M). IAPD ↗
$160.0M RAUM · 1 reps · 805-917-6771 · longevitycapitalmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
MINDORO CAPITAL PARTNERS LLC reported RAUM up 34% ($100.2M -> $134.3M). IAPD ↗
$134.3M RAUM · 5 reps · (617) 214-2313 · mindoro.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
MISSION HILLS FINANCIAL ADVISORY LLC reported RAUM up 33% ($157.5M -> $208.7M). IAPD ↗
$208.7M RAUM · 3 reps · 619-294-9420 · missionhillsfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM reported RAUM up 26% ($180.0M -> $226.5M). IAPD ↗
$226.5M RAUM · 5 reps · 509-747-9144 · alliantsecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
THOMPSON DAVIS ASSET MANAGEMENT reported RAUM up 30% ($159.5M -> $206.9M). IAPD ↗
$206.9M RAUM · 6 reps · 804-644-6380
Portfolio / reporting / TAMPCRMFinancial planning software
60
WESBANCO SECURITIES, INC. reported RAUM up 25% ($132.7M -> $166.5M). IAPD ↗
$166.5M RAUM · 28 reps · 8003683369
Portfolio / reporting / TAMPCRMFinancial planning software
60
JOHNSON FINANCIAL ADVISORS reported RAUM up 27% ($191.1M -> $242.6M). IAPD ↗
$242.6M RAUM · 2 reps · 602-242-4000
Portfolio / reporting / TAMPCRMFinancial planning software
60
BOLTON INVESTMENT reported RAUM up 127% ($61.0M -> $138.5M). IAPD ↗institutional
$138.5M RAUM · 8 reps · 410 547-0500 · boltonusa.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HANSEATIC MANAGEMENT SERVICES INC reported RAUM up 27% ($105.9M -> $134.0M). IAPD ↗
$134.0M RAUM · 4 reps · 505-828-2824
Portfolio / reporting / TAMPCRMFinancial planning software
60
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC reported RAUM up 27% ($36.2M -> $46.1M). IAPD ↗
$46.1M RAUM · 4 reps · 212-287-1552 · corinthianpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CHANCELLOR WEALTH MANAGEMENT, INC. reported RAUM up 28% ($115.5M -> $148.0M). IAPD ↗
$148.0M RAUM · 2 reps · 770-661-0283
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTEGRA FINANCIAL, INC. reported RAUM up 28% ($123.1M -> $157.4M). IAPD ↗
$157.4M RAUM · 4 reps · 303-220-5525
Portfolio / reporting / TAMPCRMFinancial planning software
60
III CAPITAL MANAGEMENT reported RAUM up 115% ($39.51B -> $85.07B). IAPD ↗fund
$85.07B RAUM · 9 reps · 561-544-4600 · iiicm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ARLINGTON WEALTH MANAGEMENT reported RAUM up 29% ($154.7M -> $200.1M). IAPD ↗
$200.1M RAUM · 3 reps · 847-670-4030 · arlington-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CONTEXT CAPITAL MANAGEMENT LLC reported RAUM up 95% ($2.58B -> $5.02B). IAPD ↗fund
$5.02B RAUM · 6 reps · 858-481-3666
Portfolio / reporting / TAMPCRMFinancial planning software
60
3RD CREEK INVESTMENTS reported RAUM up 26% ($129.3M -> $162.5M). IAPD ↗
$162.5M RAUM · 3 reps · 775-832-9222 · 3rdcreek.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COLRAIN CAPITAL LLC reported RAUM up 30% ($102.3M -> $132.8M). IAPD ↗
$132.8M RAUM · 3 reps · 617-897-5800 · colraincapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CHESAPEAKE INVESTMENT MANAGEMENT LLC reported RAUM up 29% ($160.0M -> $206.0M). IAPD ↗
$206.0M RAUM · 4 reps · 202-821-1530 · chesapeakeim.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
OPTIMIST RETIREMENT GROUP, LLC reported RAUM up 29% ($187.9M -> $243.1M). IAPD ↗
$243.1M RAUM · 2 reps · 425-637-3037 · optimistretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DECATUR CAPITAL MANAGEMENT, INC. reported RAUM up 28% ($177.8M -> $228.5M). IAPD ↗
$228.5M RAUM · 4 reps · 404-270-9838 · decaturcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE ASSET BASED FINANCE ADVISORS LP reported RAUM up 92% ($27.84B -> $53.31B). IAPD ↗fund
$53.31B RAUM · 297 reps · 212-583-5000 · blackstone.podbean.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
STEWARDSHIP TRUST ADVISORS reported RAUM up 26% ($195.2M -> $245.4M). IAPD ↗
$245.4M RAUM · 4 reps · 616-878-4200 · stw.adv.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
OBERON ASSET MANAGEMENT, LLC reported RAUM up 25% ($139.4M -> $174.7M). IAPD ↗
$174.7M RAUM · 4 reps · 917-237-0147 · oberonasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WALLSTREETI.COM reported RAUM up 26% ($71.9M -> $90.4M). IAPD ↗
$90.4M RAUM · 1 reps · 855-888-9255
Portfolio / reporting / TAMPCRMFinancial planning software
60
PRINCIPIUM INVESTMENTS LLC reported RAUM up 30% ($153.1M -> $198.3M). IAPD ↗
$198.3M RAUM · 2 reps · (303) 351-5353 · principium.co
Portfolio / reporting / TAMPCRMFinancial planning software
60
CONSTELLATION ASSET MANAGEMENT, INC. reported RAUM up 27% ($56.4M -> $71.4M). IAPD ↗
$71.4M RAUM · 1 reps · 315 396-8335 · constellationassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RIDGE CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($131.8M -> $167.1M). IAPD ↗
$167.1M RAUM · 4 reps · 770-516-7747
Portfolio / reporting / TAMPCRMFinancial planning software
60
PLOTKIN FINANCIAL ADVISORS, LLC reported RAUM up 27% ($174.9M -> $221.8M). IAPD ↗
$221.8M RAUM · 3 reps · 301-907-9790 · pfallc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LIFECOURSE CAPITAL, INC. reported RAUM up 26% ($126.4M -> $159.3M). IAPD ↗
$159.3M RAUM · 3 reps · 256-489-4400 · lccapital.net
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALCOSTA CAPITAL MANAGEMENT, INC. reported RAUM up 27% ($173.5M -> $220.6M). IAPD ↗
$220.6M RAUM · 1 reps · 888-267-6729 · alcostacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FOUR QUADRANT WEALTH ADVISORS, INC. reported RAUM up 27% ($134.9M -> $171.8M). IAPD ↗
$171.8M RAUM · 6 reps · 877-441-5144
Portfolio / reporting / TAMPCRMFinancial planning software
60
GOLD MEDAL WATERS, INC. reported RAUM up 28% ($193.6M -> $248.1M). IAPD ↗
$248.1M RAUM · 3 reps · 720 887-1299
Portfolio / reporting / TAMPCRMFinancial planning software
60
WOLOSHIN INVESTMENT MANAGEMENT, LLC reported RAUM up 27% ($130.0M -> $165.5M). IAPD ↗
$165.5M RAUM · 3 reps · 609-654-9700
Portfolio / reporting / TAMPCRMFinancial planning software
60
PINE RIVER CAPITAL MANAGEMENT L.P. reported RAUM up 147% ($9.72B -> $24.05B). IAPD ↗fund
$24.05B RAUM · 15 reps · 612-238-3300 · pinerivercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. reported RAUM up 27% ($146.7M -> $186.8M). IAPD ↗
$186.8M RAUM · 24 reps · 203-418-9000
Portfolio / reporting / TAMPCRMFinancial planning software
60
GRAVITY CAPITAL MANAGEMENT LLC reported RAUM up 30% ($67.9M -> $88.0M). IAPD ↗
$88.0M RAUM · 2 reps · 917-558-4968
Portfolio / reporting / TAMPCRMFinancial planning software
60
AFT, FORSYTH AND COMPANY, INC. reported RAUM up 26% ($184.9M -> $232.8M). IAPD ↗
$232.8M RAUM · 1 reps · 561-296-6680
Portfolio / reporting / TAMPCRMFinancial planning software
60
TSAI CAPITAL CORPORATION reported RAUM up 27% ($110.8M -> $141.2M). IAPD ↗
$141.2M RAUM · 1 reps · 917-979-4821 · tsaicapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
THRIVENT ASSET MANAGEMENT, LLC reported RAUM up 54% ($30.31B -> $46.82B). IAPD ↗institutional
$46.82B RAUM · 152 reps · 800-847-4836
Portfolio / reporting / TAMPCRMFinancial planning software
60
ELLINGTON GLOBAL ASSET MANAGEMENT, LLC reported RAUM up 91% ($3.25B -> $6.22B). IAPD ↗fund
$6.22B RAUM · 68 reps · 203-698-1200 · ellington.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MCDONOUGH CAPITAL MANAGEMENT, INC. reported RAUM up 26% ($164.0M -> $205.8M). IAPD ↗
$205.8M RAUM · 4 reps · 407-248-9647
Portfolio / reporting / TAMPCRMFinancial planning software
60
LIFEPLAN GROUP reported RAUM up 30% ($184.0M -> $238.6M). IAPD ↗
$238.6M RAUM · 2 reps · 919-858-6119 · lifeplangroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VISTICA WEALTH ADVISORS, LLC reported RAUM up 27% ($103.5M -> $131.6M). IAPD ↗
$131.6M RAUM · 4 reps · 760-854-4003
Portfolio / reporting / TAMPCRMFinancial planning software
60
VOLEON CAPITAL MANAGEMENT LP reported RAUM up 75% ($9.33B -> $16.36B). IAPD ↗fund
$16.36B RAUM · 18 reps · 510-704-9870
Portfolio / reporting / TAMPCRMFinancial planning software
60
ELE ADVISORY SERVICES, INC reported RAUM up 26% ($99.9M -> $125.5M). IAPD ↗
$125.5M RAUM · 14 reps · 248-356-6555 · elewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FINGERLAKES WEALTH MANAGEMENT, INC. reported RAUM up 25% ($184.5M -> $231.6M). IAPD ↗
$231.6M RAUM · 3 reps · 607-257-1008
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAITLIN JOHN, LLC reported RAUM up 28% ($143.3M -> $183.4M). IAPD ↗
$183.4M RAUM · 19 reps · 810-355-1325 · caitlinjohn.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
JERICHO CAPITAL ASSET MANAGEMENT L.P. reported RAUM up 85% ($3.97B -> $7.36B). IAPD ↗fund
$7.36B RAUM · 9 reps · 212-946-7650 · jerichocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COOPER CREEK PARTNERS MANAGEMENT LLC reported RAUM up 83% ($2.46B -> $4.52B). IAPD ↗fund
$4.52B RAUM · 8 reps · 646-291-2852
Portfolio / reporting / TAMPCRMFinancial planning software
60
PEACHCAP TAX & ADVISORY, LLC reported RAUM up 28% ($115.8M -> $148.6M). IAPD ↗
$148.6M RAUM · 5 reps · 404-220-8958 · idexfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GLADE BROOK CAPITAL PARTNERS LLC reported RAUM up 90% ($1.12B -> $2.13B). IAPD ↗fund
$2.13B RAUM · 8 reps · 203-861-3000 · gladebrookcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MONOMOY CAPITAL MANAGEMENT, L.P. reported RAUM up 90% ($2.98B -> $5.66B). IAPD ↗fund
$5.66B RAUM · 50 reps · 212-225-9370
Portfolio / reporting / TAMPCRMFinancial planning software
60
NRI WEALTH MANAGEMENT, LLC reported RAUM up 28% ($175.2M -> $223.6M). IAPD ↗
$223.6M RAUM · 2 reps · 408-373-5570 · nriwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RBF CAPITAL MANAGEMENT, INC. reported RAUM up 29% ($107.1M -> $138.1M). IAPD ↗
$138.1M RAUM · 1 reps · 941-870-1944
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLUE OWL REAL ESTATE CAPITAL LLC reported RAUM up 111% ($25.06B -> $52.79B). IAPD ↗fund
$52.79B RAUM · 110 reps · (212) 419-3000 · blueowlproducts.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MONROE CAPITAL BDC ADVISORS, LLC reported RAUM up 52% ($3.15B -> $4.80B). IAPD ↗institutional
$4.80B RAUM · 14 reps · (312) 258-8300 · monroebdc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. reported RAUM up 82% ($10.58B -> $19.21B). IAPD ↗fund
$19.21B RAUM · 20 reps · 212-583-5000
Portfolio / reporting / TAMPCRMFinancial planning software
60
TURN/RIVER MANAGEMENT, L.P. reported RAUM up 81% ($2.69B -> $4.86B). IAPD ↗fund
$4.86B RAUM · 62 reps · 415-858-0910 · turnriver.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TIMMONS WEALTH MANAGEMENT reported RAUM up 26% ($114.8M -> $144.9M). IAPD ↗
$144.9M RAUM · 1 reps · (774) 331-2172 · twealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
NEXUS CAPITAL MANAGEMENT LP reported RAUM up 85% ($2.50B -> $4.62B). IAPD ↗fund
$4.62B RAUM · 21 reps · (424) 330-8820
Portfolio / reporting / TAMPCRMFinancial planning software
60
NOVA WEALTH MANAGEMENT, INC. reported RAUM up 26% ($152.2M -> $191.0M). IAPD ↗
$191.0M RAUM · 6 reps · 239-444-1794 · novawealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TREXQUANT INVESTMENT LP reported RAUM up 92% ($5.94B -> $11.39B). IAPD ↗fund
$11.39B RAUM · 102 reps · 203-817-0551 · trexquant.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COUNTERPOINT FUNDS reported RAUM up 53% ($1.73B -> $2.63B). IAPD ↗institutional
$2.63B RAUM · 5 reps · 858-771-4000
Portfolio / reporting / TAMPCRMFinancial planning software
60
CONSTANT GUIDANCE FINANCIAL, LLC reported RAUM up 29% ($128.1M -> $165.2M). IAPD ↗
$165.2M RAUM · 1 reps · 508-207-8049
Portfolio / reporting / TAMPCRMFinancial planning software
60
RADIX ORGANIZATION, INC. reported RAUM up 28% ($144.0M -> $184.2M). IAPD ↗
$184.2M RAUM · 3 reps · 212-697-9141
Portfolio / reporting / TAMPCRMFinancial planning software
60
AXIA ASSET MANAGEMENT, LLC reported RAUM up 29% ($49.7M -> $64.1M). IAPD ↗
$64.1M RAUM · 1 reps · 917-213-2958
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAPTION MANAGEMENT, LLC reported RAUM up 80% ($1.71B -> $3.07B). IAPD ↗fund
$3.07B RAUM · 10 reps · 347-797-5101 · captionpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ECHO WEALTH MANAGEMENT, LLC reported RAUM up 29% ($190.0M -> $245.2M). IAPD ↗
$245.2M RAUM · 3 reps · 763-432-7875 · echowm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CONNECTED WEALTH SOLUTIONS, LLC reported RAUM up 28% ($145.5M -> $186.8M). IAPD ↗
$186.8M RAUM · 2 reps · (541) 963-7800 · connectedwealthllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RAI WEALTH MANAGEMENT reported RAUM up 26% ($107.7M -> $135.9M). IAPD ↗
$135.9M RAUM · 4 reps · (714) 449-9696
Portfolio / reporting / TAMPCRMFinancial planning software
60
HOYA CAPITAL REAL ESTATE, LLC reported RAUM up 26% ($101.9M -> $128.7M). IAPD ↗
$128.7M RAUM · 3 reps · 833-469-2227
Portfolio / reporting / TAMPCRMFinancial planning software
60
PINNACLE WEALTH MANAGEMENT GROUP, INC. reported RAUM up 30% ($164.0M -> $212.7M). IAPD ↗
$212.7M RAUM · 2 reps · 734-667-5581 · pwmgi.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TAURUM RETIREMENT PARTNERS, LLC reported RAUM up 25% ($113.8M -> $142.6M). IAPD ↗
$142.6M RAUM · 2 reps · 480-626-2501 · taurum.us
Portfolio / reporting / TAMPCRMFinancial planning software
60
PENNEY FINANCIAL reported RAUM up 27% ($185.9M -> $236.1M). IAPD ↗
$236.1M RAUM · 3 reps · 713-300-5165
Portfolio / reporting / TAMPCRMFinancial planning software
60
CENTRIC ADVISORS, LLC reported RAUM up 27% ($178.0M -> $226.9M). IAPD ↗
$226.9M RAUM · 8 reps · 888-215-5888
Portfolio / reporting / TAMPCRMFinancial planning software
60
ENTASIS ASSET MANAGEMENT LLC reported RAUM up 26% ($136.1M -> $171.0M). IAPD ↗
$171.0M RAUM · 5 reps · 262-754-5299 · entasisassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GREAT HILL ADVISORY reported RAUM up 29% ($138.2M -> $178.4M). IAPD ↗
$178.4M RAUM · 3 reps · 516-500-1248 · baysidetaxandwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
KLINE HILL PARTNERS LP reported RAUM up 83% ($4.99B -> $9.11B). IAPD ↗fund
$9.11B RAUM · 29 reps · 203-987-6120 · klinehill.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TRAILHEAD PLANNERS, LLC reported RAUM up 25% ($119.4M -> $149.4M). IAPD ↗
$149.4M RAUM · 3 reps · 503-773-9682 · trailheadplanners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CASTLE HOOK PARTNERS LP reported RAUM up 146% ($2.69B -> $6.61B). IAPD ↗fund
$6.61B RAUM · 17 reps · 212-698-4720 · castlehook.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. reported RAUM up 114% ($1.01B -> $2.15B). IAPD ↗fund
$2.15B RAUM · 27 reps · (954) 400-1140
Portfolio / reporting / TAMPCRMFinancial planning software
60
HESEN & HASLAM reported RAUM up 29% ($193.9M -> $250.0M). IAPD ↗
$250.0M RAUM · 3 reps · 818-200-1107 · hhretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GSA CAPITAL PARTNERS (NEW YORK) LP reported RAUM up 176% ($32.2M -> $88.9M). IAPD ↗institutional
$88.9M RAUM · 5 reps · +1 917 210 0705 · gsacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HOF CAPITAL reported RAUM up 117% ($1.13B -> $2.46B). IAPD ↗fund
$2.46B RAUM · 9 reps · (646) 503-5030
Portfolio / reporting / TAMPCRMFinancial planning software
60
T.M. WEALTH MANAGEMENT reported RAUM up 28% ($127.0M -> $162.8M). IAPD ↗
$162.8M RAUM · 2 reps · (703) 537-8351
Portfolio / reporting / TAMPCRMFinancial planning software
60
KANANI ADVISORY GROUP INC. reported RAUM up 26% ($160.2M -> $201.5M). IAPD ↗
$201.5M RAUM · 4 reps · (949) 502-7001 · kananiadvisorygroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TCM reported RAUM up 27% ($114.3M -> $144.8M). IAPD ↗
$144.8M RAUM · 2 reps · 901-757-4448
Portfolio / reporting / TAMPCRMFinancial planning software
60
MATTHIAS PRIVATE WEALTH, LLC reported RAUM up 26% ($196.3M -> $247.6M). IAPD ↗
$247.6M RAUM · 1 reps · 407-691-3300 · matthiaspw.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GIGAFUND reported RAUM up 90% ($3.64B -> $6.92B). IAPD ↗fund
$6.92B RAUM · 4 reps · 833-444-2386
Portfolio / reporting / TAMPCRMFinancial planning software
60
MILL POINT CAPITAL LLC reported RAUM up 95% ($1.84B -> $3.58B). IAPD ↗fund
$3.58B RAUM · 22 reps · (212) 416-5800 · millpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
KINWELL LLC reported RAUM up 29% ($148.7M -> $192.0M). IAPD ↗
$192.0M RAUM · 2 reps · (843) 308-1639 · kinwell.financial
Portfolio / reporting / TAMPCRMFinancial planning software
60
BRUCKE FINANCIAL, INC. reported RAUM up 28% ($157.6M -> $201.0M). IAPD ↗
$201.0M RAUM · 3 reps · (317) 658-4548 · bruckefinancial.us
Portfolio / reporting / TAMPCRMFinancial planning software
60
TERAMO ADVISORS, LLC reported RAUM up 28% ($191.2M -> $244.4M). IAPD ↗
$244.4M RAUM · 2 reps · 239-734-3625 · equableshares.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SONA ASSET MANAGEMENT (US) LLC reported RAUM up 76% ($12.84B -> $22.62B). IAPD ↗fund
$22.62B RAUM · 18 reps · 646-779-6300
Portfolio / reporting / TAMPCRMFinancial planning software
60
JADIAN CAPITAL, LP reported RAUM up 95% ($1.23B -> $2.41B). IAPD ↗fund
$2.41B RAUM · 9 reps · 212-503-5900
Portfolio / reporting / TAMPCRMFinancial planning software
60
FDI WEALTH MANAGEMENT, LLC reported RAUM up 25% ($174.8M -> $219.3M). IAPD ↗
$219.3M RAUM · 3 reps · 561-875-7673 · fdinternational.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ASG INVESTMENT MANAGEMENT, LLC reported RAUM up 29% ($182.6M -> $234.8M). IAPD ↗
$234.8M RAUM · 2 reps · 724-287-4071 · asgretire.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
OPTI CAPITAL MANAGEMENT LP reported RAUM up 105% ($1.22B -> $2.51B). IAPD ↗fund
$2.51B RAUM · 7 reps · 212.430.2184
Portfolio / reporting / TAMPCRMFinancial planning software
60
ADVISOR LOGISTICS, LLC reported RAUM up 54% ($3.21B -> $4.94B). IAPD ↗institutional
$4.94B RAUM · 1 reps · 210-346-8321 · advisorlogistics.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RESURGENS TECHNOLOGY ADVISORS, L.P. reported RAUM up 85% ($1.14B -> $2.11B). IAPD ↗fund
$2.11B RAUM · 33 reps · (678) 894-1447 · resurgenstech.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SOUND POINT CLO C-MOA, LLC reported RAUM up 82% ($4.49B -> $8.19B). IAPD ↗fund
$8.19B RAUM · 37 reps · 212-895-2280
Portfolio / reporting / TAMPCRMFinancial planning software
60
MEREWETHER INVESTMENT MANAGEMENT, LP reported RAUM up 86% ($2.30B -> $4.28B). IAPD ↗fund
$4.28B RAUM · 12 reps · 214-453-5522 · merewetherinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($47.9M -> $61.3M). IAPD ↗
$61.3M RAUM · 2 reps · 215-564-5750
Portfolio / reporting / TAMPCRMFinancial planning software
60
RPA FINANCIAL, LLC reported RAUM up 52% ($5.25B -> $7.99B). IAPD ↗institutional
$7.99B RAUM · 4 reps · 415-526-2753
Portfolio / reporting / TAMPCRMFinancial planning software
60
PHASE 3 CAPITAL MANAGEMENT LLC reported RAUM up 120% ($1.28B -> $2.80B). IAPD ↗fund
$2.80B RAUM · 4 reps · 312-858-3800 · p3cm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GK WEALTH MANAGEMENT LLC reported RAUM up 28% ($150.7M -> $192.2M). IAPD ↗
$192.2M RAUM · 4 reps · 775-354-6622
Portfolio / reporting / TAMPCRMFinancial planning software
60
QUID CAPITAL GROUP HOLDINGS, LLC reported RAUM up 79% ($1.97B -> $3.52B). IAPD ↗fund
$3.52B RAUM · 5 reps · 424-238-2927
Portfolio / reporting / TAMPCRMFinancial planning software
60
IMPACT CAPITAL, LLC reported RAUM up 28% ($188.1M -> $240.3M). IAPD ↗
$240.3M RAUM · 3 reps · 301-417-3300
Portfolio / reporting / TAMPCRMFinancial planning software
60
KAIZEN FINANCIAL STRATEGIES, LLC reported RAUM up 28% ($182.7M -> $234.4M). IAPD ↗
$234.4M RAUM · 5 reps · (408) 819-9010
Portfolio / reporting / TAMPCRMFinancial planning software
60
REVOLUTION CAPITAL, LLC reported RAUM up 28% ($140.8M -> $179.8M). IAPD ↗
$179.8M RAUM · 4 reps · 402-933-3371 · revgroupllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MAVEN CAPITAL PARTNERS, LLC reported RAUM up 25% ($107.3M -> $134.6M). IAPD ↗
$134.6M RAUM · 4 reps · 404-798-7612 · maven-cap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HILDRED CAPITAL MANAGEMENT, LLC reported RAUM up 80% ($1.47B -> $2.64B). IAPD ↗fund
$2.64B RAUM · 14 reps · 646-362-5965 · hildredcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FORTHRIGHT FAMILY WEALTH ADVISORY LLC reported RAUM up 26% ($160.8M -> $202.6M). IAPD ↗
$202.6M RAUM · 1 reps · 713-510-3510 · forthrightwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ZENITH WEALTH PARTNERS reported RAUM up 25% ($81.6M -> $102.1M). IAPD ↗
$102.1M RAUM · 6 reps · (484) 278-1559
Portfolio / reporting / TAMPCRMFinancial planning software
60
PRYSM CAPITAL, L.P. reported RAUM up 131% ($1.48B -> $3.41B). IAPD ↗fund
$3.41B RAUM · 9 reps · 609-651-5125 · prysmcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
INDEPENDENCE WEALTH ADVISORS, LLC reported RAUM up 27% ($127.9M -> $162.8M). IAPD ↗
$162.8M RAUM · 5 reps · 216-268-3888 · iwadirect.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MODERN CAPITAL MANAGEMENT, CO. reported RAUM up 137% ($42.5M -> $100.8M). IAPD ↗institutional
$100.8M RAUM · 4 reps · 843-892-0244 · moderncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
REFLECTION ASSET MANAGEMENT reported RAUM up 26% ($130.9M -> $164.9M). IAPD ↗
$164.9M RAUM · 1 reps · 617-584-4042
Portfolio / reporting / TAMPCRMFinancial planning software
60
ROCHESTER INVESTMENTS reported RAUM up 29% ($45.7M -> $58.7M). IAPD ↗
$58.7M RAUM · 2 reps · 585-568-6656 · rochesterinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CROSSPOINT CAPITAL PARTNERS, LP reported RAUM up 110% ($3.31B -> $6.93B). IAPD ↗fund
$6.93B RAUM · 19 reps · 650-850-1740
Portfolio / reporting / TAMPCRMFinancial planning software
60
LIGHTHOUSE WEALTH MANAGEMENT, LLC reported RAUM up 29% ($155.0M -> $199.7M). IAPD ↗
$199.7M RAUM · 2 reps · 717-346-6333
Portfolio / reporting / TAMPCRMFinancial planning software
60
GREYCLIFF WEALTH MANAGEMENT, LLC reported RAUM up 29% ($75.0M -> $96.8M). IAPD ↗
$96.8M RAUM · 4 reps · 201-738-2818
Portfolio / reporting / TAMPCRMFinancial planning software
60
PARKVIEW ASSET MANAGEMENT, INC. reported RAUM up 27% ($126.8M -> $160.5M). IAPD ↗
$160.5M RAUM · 2 reps · (708) 481-4000 · wpn360.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
AMARA FINANCIAL, LLC reported RAUM up 26% ($159.0M -> $200.1M). IAPD ↗
$200.1M RAUM · 2 reps · 415-319-1071 · amarafinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TEAM WEALTH & TAX ADVISORS reported RAUM up 26% ($147.2M -> $185.8M). IAPD ↗
$185.8M RAUM · 6 reps · 951-308-6444 · g.co
Portfolio / reporting / TAMPCRMFinancial planning software
60
CASTLEKNIGHT MANAGEMENT LP reported RAUM up 75% ($1.57B -> $2.75B). IAPD ↗fund
$2.75B RAUM · 8 reps · 212 - 852 - 6300 · castleknight.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ATHOS PRIVATE WEALTH LLC reported RAUM up 27% ($139.1M -> $176.7M). IAPD ↗
$176.7M RAUM · 4 reps · 435-252-1099
Portfolio / reporting / TAMPCRMFinancial planning software
60
WINTER & ASSOCIATES, INC. reported RAUM up 27% ($116.2M -> $147.5M). IAPD ↗
$147.5M RAUM · 4 reps · (651) 414-5000
Portfolio / reporting / TAMPCRMFinancial planning software
60
STRAUSS FINANCIAL GROUP reported RAUM up 26% ($190.0M -> $240.0M). IAPD ↗
$240.0M RAUM · 4 reps · (205) 967-9595
Portfolio / reporting / TAMPCRMFinancial planning software
60
DIRECT FINANCIAL CARE reported RAUM up 28% ($150.0M -> $192.3M). IAPD ↗
$192.3M RAUM · 1 reps · 608-630-7974 · directfinancialcare.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DALE Q. RICE INVESTMENT MANAGEMENT reported RAUM up 29% ($103.1M -> $132.6M). IAPD ↗
$132.6M RAUM · 1 reps · 360-693-7577
Portfolio / reporting / TAMPCRMFinancial planning software
60
REDMONT WEALTH reported RAUM up 27% ($187.1M -> $237.7M). IAPD ↗
$237.7M RAUM · 3 reps · 312-848-1136 · redmontwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SOUND CAPITAL SOLUTIONS LLC reported RAUM up 393% ($45.5M -> $224.2M). IAPD ↗institutional
$224.2M RAUM · 5 reps · 630-853-3300 · soundcapitalsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TETON WEALTH GROUP LLC reported RAUM up 29% ($128.4M -> $165.5M). IAPD ↗
$165.5M RAUM · 9 reps · 844-838-6600 · retireteton.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CHROME ADVISORS reported RAUM up 27% ($100.3M -> $127.5M). IAPD ↗
$127.5M RAUM · 1 reps · 415-818-9005
Portfolio / reporting / TAMPCRMFinancial planning software
60
MARKIN ASSET MANAGEMENT, LP reported RAUM up 25% ($96.2M -> $120.3M). IAPD ↗
$120.3M RAUM · 2 reps · 914-269-2338
Portfolio / reporting / TAMPCRMFinancial planning software
60
SIGNAL TREE FINANCIAL PARTNERS LLC reported RAUM up 27% ($134.7M -> $171.2M). IAPD ↗
$171.2M RAUM · 6 reps · (330) 590-5937
Portfolio / reporting / TAMPCRMFinancial planning software
60
CENTERBOOK PARTNERS LP reported RAUM up 98% ($1.21B -> $2.41B). IAPD ↗fund
$2.41B RAUM · 10 reps · 203-485-5200
Portfolio / reporting / TAMPCRMFinancial planning software
60
WINCORAM ASSET MANAGEMENT LLC reported RAUM up 148% ($2.39B -> $5.92B). IAPD ↗fund
$5.92B RAUM · 13 reps · 832-791-2320 · wincoram.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC reported RAUM up 167% ($34.50B -> $92.25B). IAPD ↗fund
$92.25B RAUM · 1027 reps · 2124177000 · brookfield.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MITTELMAN WEALTH MANAGEMENT reported RAUM up 25% ($194.6M -> $243.4M). IAPD ↗
$243.4M RAUM · 1 reps · 617-378-1382 · mwmfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CONCENTRIC CAPITAL STRATEGIES L.P. reported RAUM up 90% ($1.34B -> $2.53B). IAPD ↗fund
$2.53B RAUM · 8 reps · 203-718-5611
Portfolio / reporting / TAMPCRMFinancial planning software
60
CORNERSTONE WEALTH MANAGEMENT GROUP reported RAUM up 28% ($190.6M -> $244.5M). IAPD ↗
$244.5M RAUM · 4 reps · 423-588-7151
Portfolio / reporting / TAMPCRMFinancial planning software
60
SAGE ADVISORS LLC reported RAUM up 25% ($147.7M -> $184.9M). IAPD ↗
$184.9M RAUM · 4 reps · 317-363-6204
Portfolio / reporting / TAMPCRMFinancial planning software
60
AVESI PARTNERS LLC reported RAUM up 155% ($1.11B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 19 reps · (475) 333-3470 · avesipartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HARBOURVIEW EQUITY PARTNERS, LLC reported RAUM up 84% ($1.45B -> $2.67B). IAPD ↗fund
$2.67B RAUM · 36 reps · 973-329-0285 · harbourviewequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FIDELITY DIVERSIFYING SOLUTIONS LLC reported RAUM up 271% ($2.60B -> $9.66B). IAPD ↗fund
$9.66B RAUM · 35 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
60
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC reported RAUM up 27% ($127.3M -> $161.1M). IAPD ↗
$161.1M RAUM · 3 reps · 208-552-9169
Portfolio / reporting / TAMPCRMFinancial planning software
60
MINT ASSET MANAGEMENT LLC reported RAUM up 29% ($43.9M -> $56.5M). IAPD ↗
$56.5M RAUM · 3 reps · 908-777-1717 · mintassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BURKEHILL GLOBAL MANAGEMENT, LP reported RAUM up 118% ($1.16B -> $2.52B). IAPD ↗fund
$2.52B RAUM · 6 reps · 2124906760
Portfolio / reporting / TAMPCRMFinancial planning software
60
FAMILY FINANCIAL reported RAUM up 26% ($184.9M -> $232.8M). IAPD ↗
$232.8M RAUM · 2 reps · (310) 598-8481 · familyfinancial.biz
Portfolio / reporting / TAMPCRMFinancial planning software
60
STRADA FINANCIAL GROUP LLC reported RAUM up 26% ($100.3M -> $125.9M). IAPD ↗
$125.9M RAUM · 2 reps · 503-667-5355
Portfolio / reporting / TAMPCRMFinancial planning software
60
GALVANIZE CLIMATE SOLUTIONS LLC reported RAUM up 480% ($1.18B -> $6.84B). IAPD ↗fund
$6.84B RAUM · 40 reps · 415-757-6600 · gcsllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COLLECTIVE WEALTH PARTNERS, LLC reported RAUM up 29% ($33.0M -> $42.5M). IAPD ↗
$42.5M RAUM · 5 reps · (404) 633-9952
Portfolio / reporting / TAMPCRMFinancial planning software
60
ENTREWEALTH reported RAUM up 27% ($174.7M -> $222.6M). IAPD ↗
$222.6M RAUM · 9 reps · 512-240-2244 · jeffsocha.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
NUCLO WEALTH reported RAUM up 27% ($185.0M -> $235.4M). IAPD ↗
$235.4M RAUM · 6 reps · 281 857-6435 · nuclowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WILLIAMSON LEGACY GROUP, LLC reported RAUM up 27% ($164.9M -> $208.7M). IAPD ↗
$208.7M RAUM · 5 reps · 317-447-3212 · williamsonlegacygroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BEST LIFE INFINITY, LLC reported RAUM up 28% ($30.0M -> $38.5M). IAPD ↗
$38.5M RAUM · 6 reps · 719-966-1985
Portfolio / reporting / TAMPCRMFinancial planning software
60
SPEARHEAD ADMINISTRATIVE SERVICES, LLC reported RAUM up 77% ($1.22B -> $2.16B). IAPD ↗fund
$2.16B RAUM · 5 reps · 855-615-5318
Portfolio / reporting / TAMPCRMFinancial planning software
60
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC reported RAUM up 25% ($128.6M -> $161.0M). IAPD ↗
$161.0M RAUM · 3 reps · 847-983-0123 · mirrettiperryman.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
1988 ASSET MANAGEMENT, LLC reported RAUM up 88% ($1.23B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 37 reps · 212-888-3413 · muzinich.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ASTRA WEALTH PARTNERS reported RAUM up 26% ($162.1M -> $204.1M). IAPD ↗
$204.1M RAUM · 4 reps · 800-805-8740 · feeonlynetwork.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FRANKLY FINANCES reported RAUM up 27% ($126.1M -> $160.2M). IAPD ↗
$160.2M RAUM · 1 reps · 786-897-5035 · franklyfinances.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CLARK WEALTH PARTNERS, LLC reported RAUM up 26% ($169.7M -> $213.4M). IAPD ↗
$213.4M RAUM · 3 reps · 618-607-4101 · clarkwealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WISDOMTREE DIGITAL MANAGEMENT, INC. reported RAUM up 581% ($18.9M -> $129.0M). IAPD ↗institutional
$129.0M RAUM · 3 reps · 212-801-2080 · wisdomtree.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BRIDGEPOINT LLC reported RAUM up 1146% ($1.25B -> $15.55B). IAPD ↗fund
$15.55B RAUM · 18 reps · 212-324-5200 · bridgepoint.eu
Portfolio / reporting / TAMPCRMFinancial planning software
60
CENTRAL PINE CAPITAL, LLC reported RAUM up 29% ($156.3M -> $201.5M). IAPD ↗
$201.5M RAUM · 2 reps · 212-430-1030
Portfolio / reporting / TAMPCRMFinancial planning software
60
RETIREMENT FINANCIAL GROUP, LLC reported RAUM up 26% ($121.7M -> $153.3M). IAPD ↗
$153.3M RAUM · 3 reps · 409-908-4160
Portfolio / reporting / TAMPCRMFinancial planning software
60
26NORTH reported RAUM up 87% ($13.96B -> $26.06B). IAPD ↗fund
$26.06B RAUM · 59 reps · 212-257-5220
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC reported RAUM up 30% ($176.9M -> $229.9M). IAPD ↗
$229.9M RAUM · 3 reps · 858-384-5700 · ipwadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PALM WEALTH PARTNERS reported RAUM up 26% ($104.9M -> $132.1M). IAPD ↗
$132.1M RAUM · 9 reps · (954) 632-2555 · palmwealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC reported RAUM up 80% ($2.37B -> $4.26B). IAPD ↗fund
$4.26B RAUM · 11 reps · 312-948-9899 · usitfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
M3SIXTY CAPITAL, LLC reported RAUM up 428% ($5.1M -> $26.8M). IAPD ↗institutional
$26.8M RAUM · 3 reps · 816-817-3267 · m3sixtycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
NEOS PARTNERS, LP reported RAUM up 186% ($1.06B -> $3.04B). IAPD ↗fund
$3.04B RAUM · 19 reps · 858-727-9690
Portfolio / reporting / TAMPCRMFinancial planning software
60
OXFORD PARK MANAGEMENT, LLC reported RAUM up 370% ($5.5M -> $25.9M). IAPD ↗institutional
$25.9M RAUM · 7 reps · 203-983-5275 · oxfordfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ENTRUST INVESTMENT SERVICES, INC reported RAUM up 29% ($91.6M -> $118.3M). IAPD ↗
$118.3M RAUM · 2 reps · 408-429-8444
Portfolio / reporting / TAMPCRMFinancial planning software
60
ENTROPY TECHNOLOGIES, LP reported RAUM up 97% ($1.13B -> $2.22B). IAPD ↗fund
$2.22B RAUM · 2 reps · 646-706-5703
Portfolio / reporting / TAMPCRMFinancial planning software
60
PENDLETON FINANCIAL WEALTH MANAGEMENT reported RAUM up 28% ($110.5M -> $141.9M). IAPD ↗
$141.9M RAUM · 1 reps · 919-781-4167 · pendletonfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAPTAR PRIVATE WEALTH reported RAUM up 28% ($107.0M -> $137.0M). IAPD ↗
$137.0M RAUM · 2 reps · 612-347-8668 · captarprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
THE LINONIA PARTNERSHIP LP reported RAUM up 218% ($1.03B -> $3.28B). IAPD ↗fund
$3.28B RAUM · 7 reps · (646) 989 4226 · linonia.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DYNAMIC WEALTH GROUP reported RAUM up 88% ($74.1M -> $138.9M). IAPD ↗institutional
$138.9M RAUM · 4 reps · 702-602-4007 · dynamicalphasolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BACKBONE PLANNING PARTNERS LLC reported RAUM up 28% ($71.2M -> $91.5M). IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COVINGTONALSINA reported RAUM up 27% ($148.9M -> $189.3M). IAPD ↗
$189.3M RAUM · 4 reps · 410-457-7165
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC reported RAUM up 102% ($14.03B -> $28.30B). IAPD ↗fund
$28.30B RAUM · 344 reps · 212-503-2100
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAZ INVESTMENTS REGISTERED ADVISER LLC reported RAUM up 239% ($53.0M -> $179.9M). IAPD ↗institutional
$179.9M RAUM · 56 reps · 713-403-8250
Portfolio / reporting / TAMPCRMFinancial planning software
60
WEST INVEST reported RAUM up 27% ($152.3M -> $193.6M). IAPD ↗
$193.6M RAUM · 5 reps · 360-738-6019
Portfolio / reporting / TAMPCRMFinancial planning software
60
SALIENT WEALTH PLANNING reported RAUM up 26% ($158.9M -> $199.9M). IAPD ↗
$199.9M RAUM · 3 reps · 858-768-0096 · salientwealthplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MUZINICH DIRECT LENDING ADVISER, LLC reported RAUM up 10108074% ($1,000 -> $101.1M). IAPD ↗institutional
$101.1M RAUM · 27 reps · 212-888-3413 · muzinich.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FREESTONE GROVE PARTNERS LP reported RAUM up 94% ($5.99B -> $11.63B). IAPD ↗fund
$11.63B RAUM · 75 reps · 4159074100 · fgrovep.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
KELLER FINANCIAL GROUP reported RAUM up 26% ($106.8M -> $135.0M). IAPD ↗
$135.0M RAUM · 1 reps · 717-516-0700
Portfolio / reporting / TAMPCRMFinancial planning software
60
MEKETA CAPITAL, LLC reported RAUM up 35981% ($100,000 -> $36.1M). IAPD ↗institutional
$36.1M RAUM · 14 reps · 720-697-1010 · meketacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BANCREEK CAPITAL ADVISORS, LLC reported RAUM up 4058% ($3.5M -> $146.5M). IAPD ↗institutional
$146.5M RAUM · 3 reps · 424-252-4813
Portfolio / reporting / TAMPCRMFinancial planning software
60
STONEPATH WEALTH MANAGEMENT reported RAUM up 27% ($178.0M -> $225.8M). IAPD ↗
$225.8M RAUM · 9 reps · (231) 668-6999
Portfolio / reporting / TAMPCRMFinancial planning software
60
JAIN GLOBAL LLC reported RAUM up 228% ($5.91B -> $19.42B). IAPD ↗fund
$19.42B RAUM · 139 reps · 212-671-4011 · jainglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
MERK INVESTMENTS LLC reported RAUM up 45% ($1.11B -> $1.62B). IAPD ↗institutional
$1.62B RAUM · 5 reps · 650-323-4341
Portfolio / reporting / TAMPCRMFinancial planning software
59
ALGERT GLOBAL LLC reported RAUM up 72% ($4.44B -> $7.64B). IAPD ↗fund
$7.64B RAUM · 9 reps · 415-675-7300 · algertglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
CAPITAL Z PARTNERS MANAGEMENT, LLC reported RAUM up 71% ($1.09B -> $1.85B). IAPD ↗fund
$1.85B RAUM · 3 reps · 212-965-2456 · capitalz.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
NAUTIC PARTNERS, LLC reported RAUM up 70% ($7.83B -> $13.32B). IAPD ↗fund
$13.32B RAUM · 44 reps · 401-278-6770
Portfolio / reporting / TAMPCRMFinancial planning software
59
USCF ADVISERS reported RAUM up 59% ($261.6M -> $416.0M). IAPD ↗institutional
$416.0M RAUM · 6 reps · 510-522-9600 · uscfinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
STEEPROCK CAPITAL reported RAUM up 46% ($1.46B -> $2.12B). IAPD ↗institutional
$2.12B RAUM · 9 reps · 212-218-5055 · steeprockcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
CION ARES MANAGEMENT, LLC reported RAUM up 45% ($4.69B -> $6.82B). IAPD ↗institutional
$6.82B RAUM · 5 reps · 212-418-4700 · aresmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
RUBRIC CAPITAL MANAGEMENT LP reported RAUM up 72% ($4.13B -> $7.10B). IAPD ↗fund
$7.10B RAUM · 8 reps · 212-418-1888 · rubriccapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
SDC CAPITAL PARTNERS, LLC reported RAUM up 71% ($4.50B -> $7.68B). IAPD ↗fund
$7.68B RAUM · 22 reps · 212-813-6700 · sdccapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
HULL STREET ENERGY reported RAUM up 75% ($1.91B -> $3.34B). IAPD ↗fund
$3.34B RAUM · 20 reps · 410-685-7950 · hullstreetenergy.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
NORTH SQUARE INVESTMENTS, LLC reported RAUM up 46% ($1.39B -> $2.02B). IAPD ↗institutional
$2.02B RAUM · 0 reps · 312-857-2160 · northsquareinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
59 NORTH CAPITAL MANAGEMENT, LP reported RAUM up 71% ($2.47B -> $4.22B). IAPD ↗fund
$4.22B RAUM · 5 reps · (713) 955-4809
Portfolio / reporting / TAMPCRMFinancial planning software
59
KINGSWOOD CAPITAL MANAGEMENT, L.P. reported RAUM up 75% ($1.69B -> $2.95B). IAPD ↗fund
$2.95B RAUM · 20 reps · 424-200-6600 · kingswood-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
BSP CLO MANAGEMENT LLC reported RAUM up 74% ($4.22B -> $7.36B). IAPD ↗fund
$7.36B RAUM · 115 reps · 212-588-6770 · benefitsreetpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
PRIMARK ADVISORS, LLC reported RAUM up 60% ($161.0M -> $257.5M). IAPD ↗institutional
$257.5M RAUM · 2 reps · 303-529-2200 · primarkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
COMVEST CREDIT ADVISORS, LLC reported RAUM up 74% ($4.83B -> $8.41B). IAPD ↗fund
$8.41B RAUM · 101 reps · 561-727-2000
Portfolio / reporting / TAMPCRMFinancial planning software
59
BASEPOINT ADVISORS LLC reported RAUM up 71% ($1.35B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 2 reps · 212-634-9900
Portfolio / reporting / TAMPCRMFinancial planning software
59
AIP MANAGEMENT US reported RAUM up 49% ($1.01B -> $1.51B). IAPD ↗institutional
$1.51B RAUM · 4 reps · 1 (929) 632-8605 · aipmanagement.dk
Portfolio / reporting / TAMPCRMFinancial planning software
59
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC reported RAUM up 75% ($52.1M -> $91.1M). IAPD ↗institutional
$91.1M RAUM · 29 reps · 203-340-8500
Portfolio / reporting / TAMPCRMFinancial planning software
58
CIFC INVESTMENT MANAGEMENT LLC reported RAUM up 55% ($592.2M -> $915.0M). IAPD ↗institutional
$915.0M RAUM · 102 reps · 786-652-3250
Portfolio / reporting / TAMPCRMFinancial planning software
58
TIAA-CREF TUITION FINANCING, INC. reported RAUM up 41% ($43.09B -> $60.78B). IAPD ↗institutional
$60.78B RAUM · 3 reps · 212-916-4724
Portfolio / reporting / TAMPCRMFinancial planning software
58
GREENSTONE PARTNERS, LLC reported RAUM up 94% ($219.7M -> $426.3M). IAPD ↗fund
$426.3M RAUM · 3 reps · 415-298-6493 · greenstonepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
GLAZER CAPITAL, LLC. reported RAUM up 66% ($2.46B -> $4.08B). IAPD ↗fund
$4.08B RAUM · 17 reps · 212-808-7304 · glazercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
STRATEGIC INCOME MANAGEMENT, LLC reported RAUM up 43% ($1.92B -> $2.75B). IAPD ↗institutional
$2.75B RAUM · 3 reps · 206-971-3773 · sim-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
INTERVEST CAPITAL PARTNERS LLC reported RAUM up 51% ($512.1M -> $774.5M). IAPD ↗institutional
$774.5M RAUM · 21 reps · 212-377-0030
Portfolio / reporting / TAMPCRMFinancial planning software
58
PHOENIX REALTY GROUP, LLC reported RAUM up 84% ($147.9M -> $272.5M). IAPD ↗fund
$272.5M RAUM · 7 reps · 212-207-1999 · phoenixrg.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
DISCOVERY CAPITAL MANAGEMENT, LLC reported RAUM up 68% ($2.55B -> $4.30B). IAPD ↗fund
$4.30B RAUM · 19 reps · 203-838-3188 · discoverycapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SAINTS CAPITAL reported RAUM up 92% ($218.5M -> $419.9M). IAPD ↗fund
$419.9M RAUM · 2 reps · 415-773-2080
Portfolio / reporting / TAMPCRMFinancial planning software
58
SIGHTLINE PARTNERS LLC reported RAUM up 88% ($136.8M -> $257.2M). IAPD ↗fund
$257.2M RAUM · 4 reps · 952-641-0300 · sightlinepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SHORE CAPITAL PARTNERS reported RAUM up 69% ($3.98B -> $6.75B). IAPD ↗fund
$6.75B RAUM · 62 reps · 312-348-7572 · shorecp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
PACIFIC PRIVATE FUND ADVISORS LLC reported RAUM up 66% ($5.69B -> $9.47B). IAPD ↗fund
$9.47B RAUM · 6 reps · (800) 800-7646
Portfolio / reporting / TAMPCRMFinancial planning software
58
CENTEROAK ADVISER, L.P. reported RAUM up 68% ($1.48B -> $2.49B). IAPD ↗fund
$2.49B RAUM · 16 reps · 214.301.4201
Portfolio / reporting / TAMPCRMFinancial planning software
58
BAYARD ASSET MANAGEMENT LLC reported RAUM up 205% ($103.0M -> $313.8M). IAPD ↗fund
$313.8M RAUM · 2 reps · 609-580-1457 · bayardasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ANCOR CAPITAL PARTNERS reported RAUM up 81% ($181.1M -> $328.0M). IAPD ↗fund
$328.0M RAUM · 8 reps · (817) 877-4458 · ancorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
NEXTGEN GROWTH PARTNERS, LLC reported RAUM up 85% ($234.7M -> $433.4M). IAPD ↗fund
$433.4M RAUM · 5 reps · (312) 882-8998 · nextgengp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
GOLDIRON GP LLC reported RAUM up 99% ($132.5M -> $264.2M). IAPD ↗fund
$264.2M RAUM · 1 reps · 212-698-3113
Portfolio / reporting / TAMPCRMFinancial planning software
58
ROG VI L.L.C. reported RAUM up 103% ($224.1M -> $455.2M). IAPD ↗fund
$455.2M RAUM · 16 reps · 713-874-9000 · riverbendenergygroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
IDR INVESTMENT MANAGEMENT, LLC reported RAUM up 69% ($5.05B -> $8.55B). IAPD ↗fund
$8.55B RAUM · 10 reps · (216) 264-8185 · idrinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
GENERAL EQUITY HOLDINGS LP reported RAUM up 94% ($160.9M -> $311.8M). IAPD ↗fund
$311.8M RAUM · 1 reps · 646-813-9212
Portfolio / reporting / TAMPCRMFinancial planning software
58
THAMES CAPITAL MANAGEMENT, LLC reported RAUM up 97% ($231.4M -> $455.6M). IAPD ↗fund
$455.6M RAUM · 3 reps · 973-200-6725 · thamescapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ONCE CAPITAL MANAGEMENT, LLC reported RAUM up 82% ($163.3M -> $296.7M). IAPD ↗fund
$296.7M RAUM · 4 reps · 646-867-0658 · oncecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
AQUARIAN HOLDINGS MANAGEMENT LLC reported RAUM up 68% ($1.02B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 17 reps · 212-720-1000 · aquarianlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CAPACUITY LLC reported RAUM up 43% ($7.42B -> $10.60B). IAPD ↗institutional
$10.60B RAUM · 14 reps · (407) 949-6889 · capacuity.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
DRAGONFLY DIGITAL MANAGEMENT, LLC reported RAUM up 68% ($2.47B -> $4.14B). IAPD ↗fund
$4.14B RAUM · 9 reps · 415-795-8868
Portfolio / reporting / TAMPCRMFinancial planning software
58
OCEANSOUND PARTNERS, LP reported RAUM up 70% ($2.65B -> $4.49B). IAPD ↗fund
$4.49B RAUM · 18 reps · 212-433-3050 · oceansoundpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CARR'S HILL PARTNERS reported RAUM up 89% ($177.1M -> $335.2M). IAPD ↗fund
$335.2M RAUM · 6 reps · 504-332-0901
Portfolio / reporting / TAMPCRMFinancial planning software
58
VETA INVESTMENT PARTNERS, LLC reported RAUM up 43% ($3.15B -> $4.49B). IAPD ↗institutional
$4.49B RAUM · 2 reps · 646-630-3218 · vetainvestmentpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
EDGE FOCUS CAPITAL MANAGEMENT, LLC reported RAUM up 229% ($151.3M -> $497.8M). IAPD ↗fund
$497.8M RAUM · 4 reps · 312-725-8901 · edgefocuspartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
INCEPTIV reported RAUM up 86% ($142.1M -> $264.5M). IAPD ↗fund
$264.5M RAUM · 7 reps · 424-363-0200
Portfolio / reporting / TAMPCRMFinancial planning software
58
MIRI CAPITAL MANAGEMENT LLC reported RAUM up 77% ($280.2M -> $494.7M). IAPD ↗fund
$494.7M RAUM · 4 reps · 617-938-3843 · miricapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. reported RAUM up 50% ($197.1M -> $296.1M). IAPD ↗institutional
$296.1M RAUM · 2 reps · 2129184580
Portfolio / reporting / TAMPCRMFinancial planning software
58
HAVELI INVESTMENT MANAGEMENT LLC reported RAUM up 67% ($2.69B -> $4.50B). IAPD ↗fund
$4.50B RAUM · 33 reps · 512-987-7314
Portfolio / reporting / TAMPCRMFinancial planning software
58
CYPRESS POINT INVESTMENT MANAGEMENT LP reported RAUM up 267% ($77.4M -> $283.9M). IAPD ↗fund
$283.9M RAUM · 3 reps · 415-598-1040 · cypresspointlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
NEWVEST MANAGEMENT, LP reported RAUM up 78% ($249.5M -> $445.3M). IAPD ↗fund
$445.3M RAUM · 7 reps · 646-300-4305 · newvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC reported RAUM up 114% ($167.5M -> $358.4M). IAPD ↗fund
$358.4M RAUM · 5 reps · 267-778-4045 · semcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
6TH MAN VENTURES, LLC reported RAUM up 134% ($160.7M -> $376.6M). IAPD ↗fund
$376.6M RAUM · 5 reps · 646-321-9580 · 6thman.ventures
Portfolio / reporting / TAMPCRMFinancial planning software
58
TRM ADVISORS LP reported RAUM up 76% ($166.0M -> $292.6M). IAPD ↗fund
$292.6M RAUM · 9 reps · 800-817-4152 · trmequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
APEX INVESTMENTS MANAGEMENT US, LLC reported RAUM up 108% ($134.3M -> $279.5M). IAPD ↗fund
$279.5M RAUM · 3 reps · 305-222-7246 · apexcapitalpe.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
THEMES MANAGEMENT COMPANY LLC reported RAUM up 66% ($35.1M -> $58.4M). IAPD ↗institutional
$58.4M RAUM · 3 reps · 6462061788 · themesetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
22V ASSET MANAGEMENT reported RAUM up 86% ($260.1M -> $483.7M). IAPD ↗fund
$483.7M RAUM · 5 reps · 917-224-2277 · 22vam.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
HATCH COVE CAPITAL, LLC reported RAUM up 66% ($75.5M -> $125.4M). IAPD ↗institutional
$125.4M RAUM · 2 reps · 708-617-2410
Portfolio / reporting / TAMPCRMFinancial planning software
58
NPPG PLAN PROFESSIONALS, LLC reported RAUM up 43% ($3.18B -> $4.55B). IAPD ↗institutional
$4.55B RAUM · 2 reps · 732-758-1577 · nppg.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
OUTLANDER VC reported RAUM up 112% ($161.3M -> $341.8M). IAPD ↗fund
$341.8M RAUM · 5 reps · 310-966-0654 · outlander.vc
Portfolio / reporting / TAMPCRMFinancial planning software
58
BLUE OWL STRATEGIC EQUITY ADVISORS LLC reported RAUM up 145% ($126.6M -> $310.1M). IAPD ↗fund
$310.1M RAUM · 210 reps · (212) 419-3000
Portfolio / reporting / TAMPCRMFinancial planning software
58
CANAL ROAD CAPITAL, LLC reported RAUM up 231% ($100.0M -> $331.0M). IAPD ↗fund
$331.0M RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
C CUBED CAPITAL PARTNERS, LLC reported RAUM up 137% ($187.5M -> $444.4M). IAPD ↗fund
$444.4M RAUM · 3 reps · 561-576-9145 · ccubedcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
BIRNAM OAK ADVISORS, LP reported RAUM up 120% ($169.5M -> $372.4M). IAPD ↗fund
$372.4M RAUM · 3 reps · 212-970-5800
Portfolio / reporting / TAMPCRMFinancial planning software
58
CONTINUIM EQUITY PARTNERS, LP reported RAUM up 108% ($167.3M -> $348.8M). IAPD ↗fund
$348.8M RAUM · 13 reps · 412-586-7651 · continuim.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
FORMAN CAPITAL, LLC reported RAUM up 197% ($123.7M -> $368.1M). IAPD ↗fund
$368.1M RAUM · 11 reps · 561-588-0132 · formancap.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
GALLO PARTNERS LP reported RAUM up 84% ($144.7M -> $266.2M). IAPD ↗fund
$266.2M RAUM · 4 reps · (862) 208-9533 · gallopartnerslp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CCS PARTNERS LLC reported RAUM up 286% ($105.9M -> $409.2M). IAPD ↗fund
$409.2M RAUM · 6 reps · 212 224-9400 · ccs-partners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
TALLVINE PARTNERS MANAGEMENT LP reported RAUM up 88% ($250.0M -> $469.6M). IAPD ↗fund
$469.6M RAUM · 6 reps · 786-475-3890 · tallvinepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
PERMIRA CREDIT LLC reported RAUM up 132% ($183.2M -> $424.6M). IAPD ↗fund
$424.6M RAUM · 20 reps · 650-681-4701
Portfolio / reporting / TAMPCRMFinancial planning software
57
INVESCO CAPITAL MANAGEMENT LLC reported RAUM up 36% ($545.53B -> $740.53B). IAPD ↗institutional
$740.53B RAUM · 38 reps · 800-983-0903
Portfolio / reporting / TAMPCRMFinancial planning software
57
FOCUSPOINT SOLUTIONS, INC. reported RAUM up 35% ($5.00B -> $6.78B). IAPD ↗institutional
$6.78B RAUM · 1 reps · 503-445-1957 · focuspointsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
TENEX CAPITAL MANAGEMENT, L.P. reported RAUM up 62% ($2.92B -> $4.74B). IAPD ↗fund
$4.74B RAUM · 33 reps · 212-457-1138 · tenexcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
THE STERLING GROUP, L.P. reported RAUM up 60% ($5.93B -> $9.51B). IAPD ↗fund
$9.51B RAUM · 70 reps · 713-877-8257 · sterling-group.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
KENSICO CAPITAL MANAGEMENT CORP. reported RAUM up 62% ($3.72B -> $6.03B). IAPD ↗fund
$6.03B RAUM · 11 reps · 203-862-5800 · kensicocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
NEXXUS HOLDINGS ADVISORS LLC reported RAUM up 74% ($151.2M -> $263.1M). IAPD ↗fund
$263.1M RAUM · 3 reps · 805-880-4105
Portfolio / reporting / TAMPCRMFinancial planning software
57
QUANTBOT TECHNOLOGIES, LP reported RAUM up 65% ($2.93B -> $4.83B). IAPD ↗fund
$4.83B RAUM · 40 reps · 212-922-9624 · quantbot.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
SMARTLEAF ASSET MANAGEMENT LLC reported RAUM up 37% ($2.69B -> $3.68B). IAPD ↗institutional
$3.68B RAUM · 4 reps · 857-366-9340 · smartleafam.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
CVC ADVISORS (U.S.) INC. reported RAUM up 36% ($15.33B -> $20.92B). IAPD ↗institutional
$20.92B RAUM · 54 reps · +1 212-265-6222
Portfolio / reporting / TAMPCRMFinancial planning software
57
BERYL CAPITAL MANAGEMENT, LLC reported RAUM up 73% ($576.8M -> $995.9M). IAPD ↗fund
$995.9M RAUM · 2 reps · (917) 446-1561 · berylcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
SCHONFELD STRATEGIC ADVISORS LLC reported RAUM up 61% ($91.16B -> $146.34B). IAPD ↗fund
$146.34B RAUM · 376 reps · 1 (646) 293-0000
Portfolio / reporting / TAMPCRMFinancial planning software
57
BLUEROCK CREDIT FUND ADVISOR, LLC reported RAUM up 63% ($108.9M -> $176.9M). IAPD ↗institutional
$176.9M RAUM · 14 reps · 212-843-1601
Portfolio / reporting / TAMPCRMFinancial planning software
57
FNY INVESTMENT ADVISERS, LLC reported RAUM up 63% ($1.89B -> $3.07B). IAPD ↗fund
$3.07B RAUM · 98 reps · (212) 848-0600 · firstny.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC reported RAUM up 61% ($20.81B -> $33.60B). IAPD ↗fund
$33.60B RAUM · 210 reps · (212) 419-3000
Portfolio / reporting / TAMPCRMFinancial planning software
57
INFINEDI PARTNERS, LP reported RAUM up 70% ($249.7M -> $425.4M). IAPD ↗fund
$425.4M RAUM · 3 reps · 917-596-4593
Portfolio / reporting / TAMPCRMFinancial planning software
57
BAIN CAPITAL INSURANCE SOLUTIONS, LP reported RAUM up 62% ($1.86B -> $3.00B). IAPD ↗fund
$3.00B RAUM · 24 reps · 617-516-2318
Portfolio / reporting / TAMPCRMFinancial planning software
57
MANE GLOBAL CAPITAL MANAGEMENT LP reported RAUM up 64% ($2.05B -> $3.36B). IAPD ↗fund
$3.36B RAUM · 15 reps · (212) 970-8700
Portfolio / reporting / TAMPCRMFinancial planning software
57
GULLANE CAPITAL, LLC reported RAUM up 72% ($186.5M -> $320.9M). IAPD ↗fund
$320.9M RAUM · 1 reps · 901-766-1969 · gullanecapital-irm.investorflow.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
NEXTECH VENTURES (US) LLC reported RAUM up 36% ($1.17B -> $1.59B). IAPD ↗institutional
$1.59B RAUM · 5 reps · (617) 807-0920 · nextech.us
Portfolio / reporting / TAMPCRMFinancial planning software
57
BONDBLOXX reported RAUM up 36% ($2.51B -> $3.43B). IAPD ↗institutional
$3.43B RAUM · 4 reps · 800-896-5089
Portfolio / reporting / TAMPCRMFinancial planning software
57
SURGOCAP PARTNERS LP reported RAUM up 61% ($2.99B -> $4.83B). IAPD ↗fund
$4.83B RAUM · 10 reps · 646-974-6340 · surgocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
26NORTH DIRECT LENDING reported RAUM up 37% ($1.70B -> $2.34B). IAPD ↗institutional
$2.34B RAUM · 59 reps · 212-257-5220 · 26n.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
ARINI CAPITAL MANAGEMENT US LLC reported RAUM up 38% ($11.03B -> $15.26B). IAPD ↗institutional
$15.26B RAUM · 7 reps · 332-225-4512
Portfolio / reporting / TAMPCRMFinancial planning software
56
WATERMARK GROUP, INC. reported RAUM up 60% ($2.57B -> $4.10B). IAPD ↗fund
$4.10B RAUM · 8 reps · (609) 683-8200 · watermarkgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
HFR ASSET MANAGEMENT, L.L.C reported RAUM up 60% ($3.21B -> $5.12B). IAPD ↗fund
$5.12B RAUM · 1 reps · 312-327-0430
Portfolio / reporting / TAMPCRMFinancial planning software
56
MPC CAPITAL ADVISORS, LLC reported RAUM up 31% ($15.36B -> $20.16B). IAPD ↗institutional
$20.16B RAUM · 6 reps · 212-683-6922 · mpccapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
WEISS ASSET MANAGEMENT reported RAUM up 60% ($6.72B -> $10.73B). IAPD ↗fund
$10.73B RAUM · 56 reps · 617-778-7780 · weissasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
LINDEN CAPITAL PARTNERS reported RAUM up 58% ($7.95B -> $12.54B). IAPD ↗fund
$12.54B RAUM · 42 reps · 312-506-5600 · linden.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
NEW MOUNTAIN CAPITAL, LLC reported RAUM up 57% ($27.29B -> $42.95B). IAPD ↗fund
$42.95B RAUM · 137 reps · 212-720-0300 · wikipedia.org
Portfolio / reporting / TAMPCRMFinancial planning software
56
137 VENTURES MANAGEMENT, LLC reported RAUM up 58% ($3.56B -> $5.63B). IAPD ↗fund
$5.63B RAUM · 8 reps · 415-513-5222
Portfolio / reporting / TAMPCRMFinancial planning software
56
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported RAUM up 56% ($2.28B -> $3.55B). IAPD ↗fund
$3.55B RAUM · 5 reps · 646-442-6727 · sprucehousecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
INTERVAL PARTNERS, L.P. reported RAUM up 57% ($5.35B -> $8.42B). IAPD ↗fund
$8.42B RAUM · 24 reps · 646-412-6800
Portfolio / reporting / TAMPCRMFinancial planning software
56
BIMINI ADVISORS, LLC reported RAUM up 35% ($4.24B -> $5.72B). IAPD ↗institutional
$5.72B RAUM · 7 reps · 772-231-1400
Portfolio / reporting / TAMPCRMFinancial planning software
56
QUINN OPPORTUNITY PARTNERS reported RAUM up 57% ($1.03B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 1 reps · 917-770-2705 · quinnopportunities.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
FIVE POINT ENERGY LLC reported RAUM up 60% ($5.25B -> $8.40B). IAPD ↗fund
$8.40B RAUM · 9 reps · 713-351-0700 · fivepointenergy.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
GREENRIDGE GROWTH PARTNERS reported RAUM up 66% ($265.7M -> $441.8M). IAPD ↗fund
$441.8M RAUM · 14 reps · 512-426-6919 · greenridgegrowth.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
BLACKSTONE CREDIT BDC ADVISORS LLC reported RAUM up 33% ($63.92B -> $84.76B). IAPD ↗institutional
$84.76B RAUM · 344 reps · 212-503-2100 · soundcloud.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
MULTICOIN CAPITAL MANAGEMENT, LLC reported RAUM up 56% ($3.81B -> $5.95B). IAPD ↗fund
$5.95B RAUM · 7 reps · 512-774-4000 · multicoin.capital
Portfolio / reporting / TAMPCRMFinancial planning software
56
AVENTAIL CAPITAL GROUP, LP reported RAUM up 59% ($1.78B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 14 reps · 212-235-2770
Portfolio / reporting / TAMPCRMFinancial planning software
56
HILL CITY CAPITAL LP reported RAUM up 58% ($1.82B -> $2.87B). IAPD ↗fund
$2.87B RAUM · 5 reps · 617-702-7408 · hillcitycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
HFR INVESTMENTS, LLC reported RAUM up 60% ($3.21B -> $5.12B). IAPD ↗fund
$5.12B RAUM · 1 reps · 312-327-0430
Portfolio / reporting / TAMPCRMFinancial planning software
56
ANOMALY CAPITAL MANAGEMENT, LP reported RAUM up 56% ($4.01B -> $6.25B). IAPD ↗fund
$6.25B RAUM · 17 reps · 212-540-7900 · anomalycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
FOURSIXTHREE CAPITAL LP reported RAUM up 59% ($1.03B -> $1.63B). IAPD ↗fund
$1.63B RAUM · 9 reps · 646-805-5400 · 463cap.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported RAUM up 56% ($2.16B -> $3.37B). IAPD ↗fund
$3.37B RAUM · 7 reps · (415) 464-4648 · darlington-partners.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
RENOVUS ASSOCIATES, LLC reported RAUM up 57% ($1.54B -> $2.42B). IAPD ↗fund
$2.42B RAUM · 28 reps · 610-848-7700
Portfolio / reporting / TAMPCRMFinancial planning software
56
A FIN MANAGEMENT LLC reported RAUM up 60% ($3.00B -> $4.80B). IAPD ↗fund
$4.80B RAUM · 20 reps · 305-280-0680 · affinitypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
GREENBELT CAPITAL PARTNERS reported RAUM up 58% ($1.37B -> $2.17B). IAPD ↗fund
$2.17B RAUM · 12 reps · 512-362-6260 · greenbeltcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
CACHE ADVISORS LLC reported RAUM up 67% ($174.0M -> $290.6M). IAPD ↗fund
$290.6M RAUM · 4 reps · 6505331528 · usecache.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
SHERBROOKE PARK ADVISERS LLC reported RAUM up 44% ($518.7M -> $748.3M). IAPD ↗institutional
$748.3M RAUM · 4 reps · 917-673-2128
Portfolio / reporting / TAMPCRMFinancial planning software
56
LUMINT CORPORATION reported RAUM up 40% ($534.2M -> $749.1M). IAPD ↗institutional
$749.1M RAUM · 4 reps · 857-222-8131 · lumint.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
CALVERT IMPACT ADVISORY SERVICES, LLC reported RAUM up 57% ($111.3M -> $174.6M). IAPD ↗institutional
$174.6M RAUM · 8 reps · 1-800-248-0337 · calvertimpactcapital.org
Portfolio / reporting / TAMPCRMFinancial planning software
56
KIAN CAPITAL PARTNERS, LLC reported RAUM up 66% ($594.6M -> $985.9M). IAPD ↗fund
$985.9M RAUM · 14 reps · 704-943-2500
Portfolio / reporting / TAMPCRMFinancial planning software
56
FOURTH SAIL CAPITAL US LP reported RAUM up 57% ($1.51B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 2 reps · 646-355-2764 · fourthsailcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
BRIGHAM ROYALTIES MANAGEMENT, LLC reported RAUM up 67% ($187.1M -> $311.6M). IAPD ↗fund
$311.6M RAUM · 9 reps · 512-220-1235
Portfolio / reporting / TAMPCRMFinancial planning software
55
PIPER SANDLER & CO. reported RAUM up 26% ($1.58B -> $1.99B). IAPD ↗institutional
$1.99B RAUM · 21 reps · 612-303-6000 · pipersandler.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
BAXTER CAPITAL MANAGEMENT INC reported RAUM up 27% ($2.34B -> $2.98B). IAPD ↗institutional
$2.98B RAUM · 3 reps · 317-706-0041
Portfolio / reporting / TAMPCRMFinancial planning software
55
ORRELL CAPITAL MANAGEMENT reported RAUM up 77% ($51.3M -> $90.9M). IAPD ↗fund
$90.9M RAUM · 1 reps · 925-455-0802 · ocmgoldfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
MKP CAPITAL MANAGEMENT, L.L.C. reported RAUM up 55% ($6.40B -> $9.92B). IAPD ↗fund
$9.92B RAUM · 23 reps · 212-303-7100 · mkpcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
GEODE CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($1062.80B -> $1376.50B). IAPD ↗institutional
$1376.50B RAUM · 35 reps · 1-800-777-6757
Portfolio / reporting / TAMPCRMFinancial planning software
55
INTECH reported RAUM up 52% ($8.80B -> $13.37B). IAPD ↗fund
$13.37B RAUM · 13 reps · (561) 775-1100
Portfolio / reporting / TAMPCRMFinancial planning software
55
APOLLO INVESTMENT MANAGEMENT, L.P. reported RAUM up 28% ($2.50B -> $3.19B). IAPD ↗institutional
$3.19B RAUM · 842 reps · 212-515-3200 · apollo.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CATALYST CAPITAL ADVISORS LLC reported RAUM up 28% ($7.91B -> $10.13B). IAPD ↗institutional
$10.13B RAUM · 8 reps · 787-334-1781 · catalystmf.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
APPLIED FINANCE ADVISORS, LLC reported RAUM up 27% ($1.30B -> $1.65B). IAPD ↗institutional
$1.65B RAUM · 4 reps · 210-204-7479 · appliedfinancefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
GLOBAL X MANAGEMENT COMPANY LLC reported RAUM up 27% ($43.81B -> $55.75B). IAPD ↗institutional
$55.75B RAUM · 37 reps · 212-644-6440 · globalxetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
DESTRA CAPITAL ADVISORS LLC reported RAUM up 38% ($299.5M -> $414.2M). IAPD ↗institutional
$414.2M RAUM · 13 reps · 877-855-3434 · destracapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SHAMROCK CAPITAL ADVISORS, LLC reported RAUM up 53% ($4.34B -> $6.62B). IAPD ↗fund
$6.62B RAUM · 45 reps · 310-974-6600 · shamrockcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FRONTENAC reported RAUM up 52% ($1.45B -> $2.20B). IAPD ↗fund
$2.20B RAUM · 22 reps · 312-759-7345 · frontenac.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FIGURE INVESTMENT ADVISORS, LLC reported RAUM up 92% ($70.8M -> $135.7M). IAPD ↗fund
$135.7M RAUM · 2 reps · 628-236-5851 · figuremarkets.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
VALOR EQUITY PARTNERS reported RAUM up 53% ($16.99B -> $26.08B). IAPD ↗fund
$26.08B RAUM · 70 reps · 312-683-1900
Portfolio / reporting / TAMPCRMFinancial planning software
55
LEVEL EQUITY reported RAUM up 52% ($3.49B -> $5.28B). IAPD ↗fund
$5.28B RAUM · 44 reps · 212-660-2470 · levelequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
EQT PARTNERS INC. reported RAUM up 29% ($26.05B -> $33.59B). IAPD ↗institutional
$33.59B RAUM · 85 reps · 917 281 0850
Portfolio / reporting / TAMPCRMFinancial planning software
55
GRAHAM CAPITAL MANAGEMENT, L.P. reported RAUM up 53% ($18.64B -> $28.54B). IAPD ↗fund
$28.54B RAUM · 98 reps · 203-899-3400 · grahamcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SEAF reported RAUM up 79% ($111.8M -> $200.1M). IAPD ↗fund
$200.1M RAUM · 40 reps · 202-450-1630 · seaf.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
BOARDMAN BAY CAPITAL MANAGEMENT LLC reported RAUM up 163% ($62.2M -> $163.7M). IAPD ↗fund
$163.7M RAUM · 3 reps · 646-358-4181 · boardmanbay.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
EDGESTREAM PARTNERS, L.P. reported RAUM up 54% ($2.18B -> $3.37B). IAPD ↗fund
$3.37B RAUM · 13 reps · 609-681-2200 · edgestreamlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
AUA PRIVATE EQUITY PARTNERS, LLC reported RAUM up 60% ($552.5M -> $884.7M). IAPD ↗fund
$884.7M RAUM · 11 reps · 561-851-9500 · auaequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC reported RAUM up 52% ($15.29B -> $23.23B). IAPD ↗fund
$23.23B RAUM · 33 reps · 212-257-5757
Portfolio / reporting / TAMPCRMFinancial planning software
55
STELLEX CAPITAL reported RAUM up 54% ($3.23B -> $4.98B). IAPD ↗fund
$4.98B RAUM · 33 reps · 212-710-2323 · stellexcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
COMMUNITY DEVELOPMENT FUND ADVISORS, LLC reported RAUM up 54% ($133.9M -> $206.1M). IAPD ↗institutional
$206.1M RAUM · 2 reps · 305-663-0100 · communitydevelopmentfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
PENCE CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗institutional
$1.36B RAUM · 12 reps · 949-660-8777
Portfolio / reporting / TAMPCRMFinancial planning software
55
BUTTERFLY EQUITY LP reported RAUM up 52% ($4.05B -> $6.14B). IAPD ↗fund
$6.14B RAUM · 24 reps · 310-409-4994 · bfly.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CNL STRATEGIC CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($1.01B -> $1.29B). IAPD ↗institutional
$1.29B RAUM · 3 reps · 407-650-1000
Portfolio / reporting / TAMPCRMFinancial planning software
55
INNOVATOR CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($17.43B -> $22.28B). IAPD ↗institutional
$22.28B RAUM · 6 reps · 800-208-5212
Portfolio / reporting / TAMPCRMFinancial planning software
55
MAIN MANAGEMENT ETF ADVISORS, LLC reported RAUM up 29% ($1.72B -> $2.22B). IAPD ↗institutional
$2.22B RAUM · 20 reps · 415-217-5800 · mainmgtetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
COVE HILL PARTNERS, L.P. reported RAUM up 54% ($3.13B -> $4.81B). IAPD ↗fund
$4.81B RAUM · 30 reps · 857-245-6060 · covehillpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC reported RAUM up 27% ($1.01B -> $1.29B). IAPD ↗institutional
$1.29B RAUM · 46 reps · 310-237-7594
Portfolio / reporting / TAMPCRMFinancial planning software
55
ISLET MANAGEMENT, LP reported RAUM up 211% ($28.8M -> $89.6M). IAPD ↗fund
$89.6M RAUM · 5 reps · 212-381-1990 · isletcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
BRIDGEFRONT CAPITAL, LLC reported RAUM up 39% ($266.5M -> $370.2M). IAPD ↗institutional
$370.2M RAUM · 4 reps · 512-623-7700 · bridgefront.capital
Portfolio / reporting / TAMPCRMFinancial planning software
55
ELECTRIC CAPITAL PARTNERS, LLC reported RAUM up 52% ($2.07B -> $3.14B). IAPD ↗fund
$3.14B RAUM · 14 reps · (650) 420-5055
Portfolio / reporting / TAMPCRMFinancial planning software
55
ADAR1 CAPITAL MANAGEMENT, LLC reported RAUM up 61% ($507.8M -> $819.9M). IAPD ↗fund
$819.9M RAUM · 6 reps · 512-254-3790
Portfolio / reporting / TAMPCRMFinancial planning software
55
SMASH VENTURES MANAGEMENT COMPANY LP reported RAUM up 51% ($1.65B -> $2.50B). IAPD ↗fund
$2.50B RAUM · 14 reps · 310-365-8809
Portfolio / reporting / TAMPCRMFinancial planning software
55
WOODLINE PARTNERS LP reported RAUM up 51% ($15.02B -> $22.74B). IAPD ↗fund
$22.74B RAUM · 44 reps · 415-801-4550
Portfolio / reporting / TAMPCRMFinancial planning software
55
CATALYST INTERNATIONAL ADVISORS LLC reported RAUM up 381% ($9.3M -> $44.7M). IAPD ↗fund
$44.7M RAUM · 7 reps · 787-334-1781 · catalystucits.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC reported RAUM up 62% ($235.8M -> $381.8M). IAPD ↗fund
$381.8M RAUM · 5 reps · (214) 227-7792 · summithousecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CARTENNA CAPITAL reported RAUM up 54% ($1.07B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 6 reps · 475 477 2003 · cartennacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
DILATION CAPITAL MANAGEMENT LP reported RAUM up 162% ($43.2M -> $113.2M). IAPD ↗fund
$113.2M RAUM · 3 reps · 212-757-7508
Portfolio / reporting / TAMPCRMFinancial planning software
55
FERNBRIDGE CAPITAL MANAGEMENT LP reported RAUM up 54% ($1.25B -> $1.92B). IAPD ↗fund
$1.92B RAUM · 7 reps · 424-427-4850
Portfolio / reporting / TAMPCRMFinancial planning software
55
CATALIO CAPITAL MANAGEMENT, LP reported RAUM up 52% ($1.10B -> $1.67B). IAPD ↗fund
$1.67B RAUM · 17 reps · 410-989-6168
Portfolio / reporting / TAMPCRMFinancial planning software
55
INFRARED CAPITAL PARTNERS (US) LLC reported RAUM up 27% ($1.75B -> $2.23B). IAPD ↗institutional
$2.23B RAUM · 15 reps · 1-212-297-2650
Portfolio / reporting / TAMPCRMFinancial planning software
55
MAC ALPHA CAPITAL MANAGEMENT, LP reported RAUM up 82% ($107.4M -> $195.6M). IAPD ↗fund
$195.6M RAUM · 4 reps · 813-556-9704 · macalphacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
PATIENT SQUARE CAPITAL, LP reported RAUM up 52% ($7.88B -> $12.00B). IAPD ↗fund
$12.00B RAUM · 40 reps · (650) 677-8100 · patientsquarecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
COMMONWEALTH CREDIT ADVISORS, LLC reported RAUM up 55% ($1.20B -> $1.86B). IAPD ↗fund
$1.86B RAUM · 101 reps · 561-727-2000
Portfolio / reporting / TAMPCRMFinancial planning software
55
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP reported RAUM up 40% ($533.0M -> $743.8M). IAPD ↗institutional
$743.8M RAUM · 4 reps · 503-889-5210
Portfolio / reporting / TAMPCRMFinancial planning software
55
5TH CENTURY PARTNERS reported RAUM up 65% ($241.7M -> $397.9M). IAPD ↗fund
$397.9M RAUM · 12 reps · 312-242-0071
Portfolio / reporting / TAMPCRMFinancial planning software
55
X CUBED CAPITAL MANAGEMENT LLC reported RAUM up 61% ($159.6M -> $257.0M). IAPD ↗fund
$257.0M RAUM · 5 reps · 612-457-0070 · x3cmllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ALTERNA EQUITY PARTNERS MANAGEMENT LLC reported RAUM up 60% ($170.7M -> $273.9M). IAPD ↗fund
$273.9M RAUM · 1 reps · 954-703-2020 · alternaequitypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
AACP INVESTMENTS, LLC reported RAUM up 251% ($68.3M -> $239.6M). IAPD ↗fund
$239.6M RAUM · 3 reps · 929-626-8036
Portfolio / reporting / TAMPCRMFinancial planning software
55
EMBASSY ASSET MANAGEMENT LP reported RAUM up 63% ($261.6M -> $426.7M). IAPD ↗fund
$426.7M RAUM · 0 reps · 862.278.2113 · embassyfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FOREST ROAD ASSET MANAGEMENT LLC reported RAUM up 586% ($25.3M -> $173.5M). IAPD ↗fund
$173.5M RAUM · 12 reps · 302-265-0167
Portfolio / reporting / TAMPCRMFinancial planning software
55
BITWISE INVESTMENT MANAGER, LLC reported RAUM up 82% ($37.2M -> $67.8M). IAPD ↗fund
$67.8M RAUM · 7 reps · 415-707-3663 · bwebetf.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
LIGHTSPEED FACTION reported RAUM up 61% ($288.9M -> $465.7M). IAPD ↗fund
$465.7M RAUM · 6 reps · 408-239-9940
Portfolio / reporting / TAMPCRMFinancial planning software
55
PROSSER CREEK ASSET MANAGEMENT LLC reported RAUM up 231% ($41.1M -> $136.3M). IAPD ↗fund
$136.3M RAUM · 1 reps · 415-294-3507
Portfolio / reporting / TAMPCRMFinancial planning software
55
GRAFTON STREET PARTNERS reported RAUM up 62% ($529.3M -> $856.6M). IAPD ↗fund
$856.6M RAUM · 5 reps · 631-553-9278 · graftonstreetpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SCULPTOR ADVISORS LLC reported RAUM up 38% ($579.0M -> $796.5M). IAPD ↗institutional
$796.5M RAUM · 106 reps · 212-790-0000
Portfolio / reporting / TAMPCRMFinancial planning software
55
DOMA PERPETUAL CAPITAL MANAGEMENT LLC reported RAUM up 102% ($106.8M -> $215.5M). IAPD ↗fund
$215.5M RAUM · 4 reps · 305-549-5081 · domaperpetual.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
EOC PARTNERS ADVISORS L.P. reported RAUM up 53% ($1.01B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 6 reps · 713-828-0482 · eocpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
DECAGON ASSET MANAGEMENT (US) LP reported RAUM up 38% ($220.9M -> $304.3M). IAPD ↗institutional
$304.3M RAUM · 1 reps · 646-485-6430 · decagonam.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FCA PARTNERS, LLC reported RAUM up 40% ($530.0M -> $741.2M). IAPD ↗institutional
$741.2M RAUM · 6 reps · 704-972-2684 · fcapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
AEREF MANAGEMENT, LLC reported RAUM up 350% ($25.8M -> $116.0M). IAPD ↗fund
$116.0M RAUM · 20 reps · (212) 721-5500
Portfolio / reporting / TAMPCRMFinancial planning software
55
PILGRIM GLOBAL ADVISORS LLC reported RAUM up 63% ($585.0M -> $951.9M). IAPD ↗fund
$951.9M RAUM · 3 reps · (775) 301-3963
Portfolio / reporting / TAMPCRMFinancial planning software
55
LYNWOOD PRICE CAPITAL MANAGEMENT LP reported RAUM up 445% ($36.0M -> $196.4M). IAPD ↗fund
$196.4M RAUM · 2 reps · 512-521-0075
Portfolio / reporting / TAMPCRMFinancial planning software
55
FEG CURIO INVESTMENT PARTNERS, LLC reported RAUM up 930% ($14.5M -> $148.9M). IAPD ↗fund
$148.9M RAUM · 6 reps · 513-977-4400 · feg.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
EQUITABLE PROSPERITY MANAGER LLC reported RAUM up 62% ($173.5M -> $281.0M). IAPD ↗fund
$281.0M RAUM · 8 reps · 703-647-2300
Portfolio / reporting / TAMPCRMFinancial planning software
55
VESTAL POINT CAPITAL, LP reported RAUM up 52% ($1.84B -> $2.79B). IAPD ↗fund
$2.79B RAUM · 7 reps · 646-989-4000 · vestalpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
BARRETT UPTON CAPITAL PARTNERS reported RAUM up 93% ($49.8M -> $96.2M). IAPD ↗fund
$96.2M RAUM · 5 reps · 8477520292 · barrettupton.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
1 ROUNDTABLE PARTNERS LLC reported RAUM up 262% ($28.5M -> $103.2M). IAPD ↗fund
$103.2M RAUM · 12 reps · (917)648-5689 · 1rtfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
TOTEM MACRO ASSET MANAGEMENT LP reported RAUM up 375% ($29.9M -> $142.1M). IAPD ↗fund
$142.1M RAUM · 4 reps · 917-364-2884
Portfolio / reporting / TAMPCRMFinancial planning software
55
CHARTER OAK ADVISORS LP reported RAUM up 62% ($225.7M -> $365.0M). IAPD ↗fund
$365.0M RAUM · 5 reps · 212-404-2500 · charteroakadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SETPOINT CAPITAL reported RAUM up 61% ($299.9M -> $483.5M). IAPD ↗fund
$483.5M RAUM · 11 reps · 512-240-2513 · setpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
LYKOS GLOBAL MANAGEMENT, LP reported RAUM up 62% ($500.0M -> $810.0M). IAPD ↗fund
$810.0M RAUM · 5 reps · 203-902-4008 · lykosglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ISHARA INVESTMENTS LP reported RAUM up 261% ($28.0M -> $101.0M). IAPD ↗fund
$101.0M RAUM · 2 reps · 818-983-4448 · isharainvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
LINDEN ADVISORS LP reported RAUM up 45% ($18.76B -> $27.30B). IAPD ↗fund
$27.30B RAUM · 24 reps · 646-840-3500 · lindenlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
CONTOUR ASSET MANAGEMENT LLC reported RAUM up 45% ($4.76B -> $6.91B). IAPD ↗fund
$6.91B RAUM · 8 reps · 646-553-2490 · contourasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ROCKLAND CAPITAL, LP reported RAUM up 47% ($1.82B -> $2.68B). IAPD ↗fund
$2.68B RAUM · 12 reps · 281-863-9000 · rocklandcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
FRAZIER HEALTHCARE PARTNERS reported RAUM up 46% ($5.20B -> $7.62B). IAPD ↗fund
$7.62B RAUM · 69 reps · 206-621-7200 · frazierhealthcare.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
400 CAPITAL MANAGEMENT LLC reported RAUM up 45% ($7.12B -> $10.36B). IAPD ↗fund
$10.36B RAUM · 26 reps · (212) 612-3101 · 400capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
WALLEYE CAPITAL LLC reported RAUM up 49% ($31.70B -> $47.29B). IAPD ↗fund
$47.29B RAUM · 147 reps · 952-345-5200 · walleyecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
THRIVE CAPITAL reported RAUM up 50% ($15.57B -> $23.30B). IAPD ↗fund
$23.30B RAUM · 31 reps · (646) 680-0240
Portfolio / reporting / TAMPCRMFinancial planning software
54
SELKIRK MANAGEMENT, LLC reported RAUM up 55% ($199.0M -> $309.2M). IAPD ↗fund
$309.2M RAUM · 3 reps · 973-701-6172 · selkirkpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
WALKER & DUNLOP INVESTMENT PARTNERS, INC. reported RAUM up 49% ($1.57B -> $2.34B). IAPD ↗fund
$2.34B RAUM · 39 reps · 303-802-3533 · wdinvestmentpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC reported RAUM up 46% ($8.26B -> $12.10B). IAPD ↗fund
$12.10B RAUM · 64 reps · 212-235-1000 · redbirdcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
BLUE OWL CREDIT ADVISORS LLC reported RAUM up 47% ($38.80B -> $57.08B). IAPD ↗fund
$57.08B RAUM · 210 reps · (212) 419-3000 · blueowl.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ORIBEL CAPITAL MANAGEMENT, LP reported RAUM up 45% ($1.20B -> $1.75B). IAPD ↗fund
$1.75B RAUM · 5 reps · 646-779-6270 · oribelcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP reported RAUM up 58% ($206.4M -> $326.6M). IAPD ↗fund
$326.6M RAUM · 8 reps · 212-603-9860 · cp-im.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
BASIN OIL AND GAS MANAGEMENT, LP reported RAUM up 55% ($310.6M -> $482.4M). IAPD ↗fund
$482.4M RAUM · 8 reps · (817) 820-8910 · basinfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC reported RAUM up 47% ($14.05B -> $20.69B). IAPD ↗fund
$20.69B RAUM · 34 reps · 212-720-1000
Portfolio / reporting / TAMPCRMFinancial planning software
54
PROSPECT RIDGE reported RAUM up 49% ($3.64B -> $5.43B). IAPD ↗fund
$5.43B RAUM · 40 reps · 415-393-5316 · prospectridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
GARNETT STATION PARTNERS reported RAUM up 48% ($2.32B -> $3.44B). IAPD ↗fund
$3.44B RAUM · 22 reps · (917) 671-9731 · garnettstation.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
BWCP, LP reported RAUM up 55% ($516.0M -> $801.6M). IAPD ↗fund
$801.6M RAUM · 7 reps · 214-238-5792 · bwcpfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
CARRONADE CAPITAL MANAGEMENT, LP reported RAUM up 48% ($2.02B -> $2.99B). IAPD ↗fund
$2.99B RAUM · 7 reps · 203- 485-0880
Portfolio / reporting / TAMPCRMFinancial planning software
54
LONG WALK MANAGEMENT LP reported RAUM up 58% ($237.9M -> $376.8M). IAPD ↗fund
$376.8M RAUM · 2 reps · 917-817-9743 · longwalkmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
RECOGNIZE PARTNERS LP reported RAUM up 45% ($1.44B -> $2.09B). IAPD ↗fund
$2.09B RAUM · 15 reps · 917-200-0213 · recognize.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ARDAN EQUITY PARTNERS, LLC reported RAUM up 59% ($160.3M -> $254.0M). IAPD ↗fund
$254.0M RAUM · 5 reps · 917-304-7294 · ardanequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
INTEGRUM HOLDINGS LP reported RAUM up 46% ($1.75B -> $2.55B). IAPD ↗fund
$2.55B RAUM · 11 reps · 212-970-2500 · integrum.us
Portfolio / reporting / TAMPCRMFinancial planning software
54
BHARCAP PARTNERS, LLC reported RAUM up 47% ($1.57B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 7 reps · 203-489-7770 · bharcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
GENERATE ADVISORS, LLC reported RAUM up 46% ($5.24B -> $7.65B). IAPD ↗fund
$7.65B RAUM · 44 reps · 212-782-3480
Portfolio / reporting / TAMPCRMFinancial planning software
54
VALSPRING CAPITAL reported RAUM up 71% ($142.9M -> $244.5M). IAPD ↗fund
$244.5M RAUM · 6 reps · 617-314-1177 · valspring.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
TRIVENI CAPITAL INVESTMENTS LP reported RAUM up 57% ($201.1M -> $315.6M). IAPD ↗fund
$315.6M RAUM · 6 reps · 203-902-4259
Portfolio / reporting / TAMPCRMFinancial planning software
54
LUMINARX CAPITAL MANAGEMENT LP reported RAUM up 45% ($2.20B -> $3.20B). IAPD ↗fund
$3.20B RAUM · 16 reps · 212-680-4579 · luminarx.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ANTHELION CAPITAL PARTNERS LLC reported RAUM up 49% ($1.27B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 7 reps · 212 339 1900
Portfolio / reporting / TAMPCRMFinancial planning software
54
FORTWOOD CAPITAL LP reported RAUM up 57% ($204.0M -> $320.8M). IAPD ↗fund
$320.8M RAUM · 4 reps · 475-303-3380
Portfolio / reporting / TAMPCRMFinancial planning software
54
TRP CAPITAL ADVISORS VI, LLC reported RAUM up 56% ($163.1M -> $254.0M). IAPD ↗fund
$254.0M RAUM · 9 reps · 248-648-2358 · trpfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
HBK CAPITAL MANAGEMENT reported RAUM up 40% ($20.31B -> $28.45B). IAPD ↗fund
$28.45B RAUM · 59 reps · 214-758-6100
Portfolio / reporting / TAMPCRMFinancial planning software
53
SALI FUND SERVICES reported RAUM up 41% ($23.88B -> $33.71B). IAPD ↗fund
$33.71B RAUM · 5 reps · 512-735-7254 · saliportal.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SCOPIA CAPITAL MANAGEMENT LP reported RAUM up 42% ($1.62B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 15 reps · 212-370-0303 · scopia.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
NORCAP INVESTMENT MANAGEMENT, L.P. reported RAUM up 54% ($204.4M -> $314.8M). IAPD ↗fund
$314.8M RAUM · 7 reps · 972-701-8813 · norcapfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
THIRD POINT LLC reported RAUM up 45% ($15.03B -> $21.78B). IAPD ↗fund
$21.78B RAUM · 65 reps · 212-715-3880 · thirdpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
WOLVERINE ASSET MANAGEMENT, LLC reported RAUM up 41% ($7.99B -> $11.23B). IAPD ↗fund
$11.23B RAUM · 23 reps · 312-884-4400 · wolvefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
PPB ADVISORS, LLC reported RAUM up 44% ($2.76B -> $3.96B). IAPD ↗fund
$3.96B RAUM · 0 reps · 484.278.4017 · ppbadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
ALYESKA INVESTMENT GROUP, L.P. reported RAUM up 44% ($22.03B -> $31.65B). IAPD ↗fund
$31.65B RAUM · 37 reps · 312-899-7900 · highlinercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
LIGHTYEAR CAPITAL LLC reported RAUM up 43% ($5.02B -> $7.20B). IAPD ↗fund
$7.20B RAUM · 25 reps · 212-328-0555
Portfolio / reporting / TAMPCRMFinancial planning software
53
PENNYBACKER CAPITAL MANAGEMENT, LLC reported RAUM up 41% ($3.67B -> $5.18B). IAPD ↗fund
$5.18B RAUM · 45 reps · 512-610-2910 · pennybackercap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
KINDERHOOK INDUSTRIES, LLC reported RAUM up 45% ($7.98B -> $11.53B). IAPD ↗fund
$11.53B RAUM · 20 reps · 212-201-6780 · kinderhook.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
RAM REALTY ADVISORS LLC reported RAUM up 45% ($1.20B -> $1.73B). IAPD ↗fund
$1.73B RAUM · 32 reps · 561-282-4600 · ramrealestate.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SUNTX CAPITAL MANAGEMENT CORP. reported RAUM up 54% ($305.7M -> $470.7M). IAPD ↗fund
$470.7M RAUM · 8 reps · 972-663-8900 · suntx.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
THE PALISADES GROUP, LLC reported RAUM up 43% ($15.81B -> $22.62B). IAPD ↗fund
$22.62B RAUM · 11 reps · 512-361-2148
Portfolio / reporting / TAMPCRMFinancial planning software
53
ENLIGHTENMENT CAPITAL reported RAUM up 45% ($1.61B -> $2.34B). IAPD ↗fund
$2.34B RAUM · 13 reps · 240-752-9616
Portfolio / reporting / TAMPCRMFinancial planning software
53
GREENHOUSE FUNDS LLLP reported RAUM up 40% ($1.94B -> $2.72B). IAPD ↗fund
$2.72B RAUM · 5 reps · 443-759-4633 · greenhousefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
THL MANAGERS VII, LLC reported RAUM up 41% ($14.39B -> $20.28B). IAPD ↗fund
$20.28B RAUM · 90 reps · 617-227-1050
Portfolio / reporting / TAMPCRMFinancial planning software
53
ADVANTAGE CAPITAL MANAGEMENT reported RAUM up 44% ($6.46B -> $9.30B). IAPD ↗fund
$9.30B RAUM · 26 reps · (332) 245 3563 · acap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
OASIS CAPITAL PARTNERS (TEXAS) INC. reported RAUM up 45% ($5.74B -> $8.32B). IAPD ↗fund
$8.32B RAUM · 25 reps · 1-512-225-1025
Portfolio / reporting / TAMPCRMFinancial planning software
53
SQUAREPOINT OPS LLC reported RAUM up 44% ($126.50B -> $182.23B). IAPD ↗fund
$182.23B RAUM · 51 reps · 646 868 1500 · squarepoint-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
KORA MANAGEMENT LP reported RAUM up 41% ($1.20B -> $1.70B). IAPD ↗fund
$1.70B RAUM · 23 reps · 212-257-5670 · koracap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
PNC STEEL CITY ADVISORS, LLC reported RAUM up 25% ($532.3M -> $665.5M). IAPD ↗institutional
$665.5M RAUM · 15 reps · 312-454-2922
Portfolio / reporting / TAMPCRMFinancial planning software
53
PARADIGM PARTNERS CAPITAL MANAGEMENT reported RAUM up 25% ($548.0M -> $687.3M). IAPD ↗institutional
$687.3M RAUM · 3 reps · 7868713411 · paradigmpcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported RAUM up 44% ($2.69B -> $3.87B). IAPD ↗fund
$3.87B RAUM · 16 reps · 617-824-1000 · summitpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SILVER ROCK FINANCIAL LP reported RAUM up 43% ($8.09B -> $11.58B). IAPD ↗fund
$11.58B RAUM · 22 reps · 424-371-9753 · silver-rock.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
RADCLIFF MANAGEMENT LLC reported RAUM up 43% ($1.70B -> $2.43B). IAPD ↗fund
$2.43B RAUM · 4 reps · 212-858-0448 · radcliff.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
QUINBROOK INFRASTRUCTURE PARTNERS LLC reported RAUM up 42% ($4.83B -> $6.87B). IAPD ↗fund
$6.87B RAUM · 12 reps · 346-998-5830 · quinbrook.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
ARC70 ADVISERS LP reported RAUM up 41% ($1.34B -> $1.89B). IAPD ↗fund
$1.89B RAUM · 9 reps · (415) 322-3260 · arc70.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
VILLAGE GLOBAL MANAGEMENT, L.L.C. reported RAUM up 51% ($552.4M -> $831.9M). IAPD ↗fund
$831.9M RAUM · 7 reps · 303-653-7611
Portfolio / reporting / TAMPCRMFinancial planning software
53
HAZOOR PARTNERS, LLC reported RAUM up 51% ($259.7M -> $393.1M). IAPD ↗fund
$393.1M RAUM · 6 reps · 458-203-0665 · hazoorpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
CHANNING GLOBAL ADVISORS, LLC reported RAUM up 53% ($553.4M -> $844.2M). IAPD ↗fund
$844.2M RAUM · 2 reps · 305-901-5315 · channingglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
GEF CAPITAL PARTNERS reported RAUM up 44% ($1.54B -> $2.22B). IAPD ↗fund
$2.22B RAUM · 36 reps · 202-743-2898 · gefcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SNAPDRAGON CAPITAL PARTNERS LLC reported RAUM up 53% ($614.8M -> $940.7M). IAPD ↗fund
$940.7M RAUM · 2 reps · 646-321-0134 · snapdragoncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
RIDGELINE RESEARCH LLC reported RAUM up 42% ($80.3M -> $113.8M). IAPD ↗institutional
$113.8M RAUM · 1 reps · 301-685-7171 · acvetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
IMPACT ENGINE reported RAUM up 53% ($168.6M -> $257.5M). IAPD ↗fund
$257.5M RAUM · 8 reps · 872-228-5197
Portfolio / reporting / TAMPCRMFinancial planning software
53
ARCTOS PARTNERS reported RAUM up 44% ($9.83B -> $14.11B). IAPD ↗fund
$14.11B RAUM · 60 reps · 972-918-3800
Portfolio / reporting / TAMPCRMFinancial planning software
53
TIMBER POINT CAPITAL MANAGEMENT reported RAUM up 43% ($29.5M -> $42.4M). IAPD ↗institutional
$42.4M RAUM · 2 reps · 9148983038 · timberpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
ANDROS CAPITAL PARTNERS LLC reported RAUM up 44% ($1.20B -> $1.72B). IAPD ↗fund
$1.72B RAUM · 5 reps · 713-568-0701 · androscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
MOUNT LUCAS INDEX ADVISERS LLC reported RAUM up 28% ($260.1M -> $334.3M). IAPD ↗institutional
$334.3M RAUM · 0 reps · 267-759-3500
Portfolio / reporting / TAMPCRMFinancial planning software
53
EDISON PARTNERS MANAGEMENT, LLC reported RAUM up 42% ($1.68B -> $2.39B). IAPD ↗fund
$2.39B RAUM · 14 reps · (609) 896-1900 · edisonpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SYCAMORE TREE CAPITAL PARTNERS, L.P. reported RAUM up 41% ($1.79B -> $2.53B). IAPD ↗fund
$2.53B RAUM · 15 reps · 214-251-8250
Portfolio / reporting / TAMPCRMFinancial planning software
53
BANSK GROUP LLC reported RAUM up 43% ($2.24B -> $3.22B). IAPD ↗fund
$3.22B RAUM · 17 reps · (646) 757-9137 · banskgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
TYRO CAPITAL MANAGEMENT, LLC reported RAUM up 51% ($168.8M -> $254.9M). IAPD ↗fund
$254.9M RAUM · 4 reps · 212-271-5285 · tyropartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
FRAMEWORK VENTURES reported RAUM up 44% ($1.03B -> $1.48B). IAPD ↗fund
$1.48B RAUM · 7 reps · 516-659-3573
Portfolio / reporting / TAMPCRMFinancial planning software
53
GERCHEN CAPITAL PARTNERS reported RAUM up 41% ($1.09B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 16 reps · 217-437-1300 · gerchen.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
KINETIC PARTNERS MANAGEMENT, LP reported RAUM up 42% ($1.62B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 7 reps · 305-390-4400 · kineticpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
HIVEMIND CAPITAL PARTNERS LLC reported RAUM up 54% ($220.9M -> $341.0M). IAPD ↗fund
$341.0M RAUM · 4 reps · 917-692-9525 · hivemindcapital.co
Portfolio / reporting / TAMPCRMFinancial planning software
53
LONETREE CAPITAL, LLC reported RAUM up 69% ($130.0M -> $220.2M). IAPD ↗fund
$220.2M RAUM · 6 reps · 212-844-9150
Portfolio / reporting / TAMPCRMFinancial planning software
53
PRIMESTOR INVESTMENT MANAGEMENT, LLC reported RAUM up 69% ($141.7M -> $238.8M). IAPD ↗fund
$238.8M RAUM · 7 reps · (310) 652-1177
Portfolio / reporting / TAMPCRMFinancial planning software
53
HARVEST GROWTH CAPITAL reported RAUM up 55% ($292.1M -> $452.5M). IAPD ↗fund
$452.5M RAUM · 1 reps · 512-466-9118 · harvestgrowthcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
JACOBS LEVY EQUITY MANAGEMENT reported RAUM up 37% ($22.88B -> $31.27B). IAPD ↗fund
$31.27B RAUM · 35 reps · 973-410-9222
Portfolio / reporting / TAMPCRMFinancial planning software
52
HEARTHSTONE INC., A CALIFORNIA CORPORATION reported RAUM up 36% ($1.79B -> $2.44B). IAPD ↗fund
$2.44B RAUM · 8 reps · 818-385-0005 · hearthstone.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
CAZ INVESTMENTS L.P. reported RAUM up 35% ($6.40B -> $8.65B). IAPD ↗fund
$8.65B RAUM · 56 reps · 713-403-8250 · cazinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
CAMPBELL & COMPANY INVESTMENT ADVISER LLC reported RAUM up 38% ($2.52B -> $3.47B). IAPD ↗fund
$3.47B RAUM · 27 reps · 410-413-2600 · campbell.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
VR ADVISORY SERVICES LTD. reported RAUM up 37% ($6.36B -> $8.75B). IAPD ↗fund
$8.75B RAUM · 13 reps · +1 646 571 1870
Portfolio / reporting / TAMPCRMFinancial planning software
52
VAN ECK ABSOLUTE RETURN ADVISERS CORP. reported RAUM up 37% ($1.66B -> $2.27B). IAPD ↗fund
$2.27B RAUM · 31 reps · 212-293-2000
Portfolio / reporting / TAMPCRMFinancial planning software
52
WATERFALL ASSET MANAGEMENT, LLC reported RAUM up 36% ($18.61B -> $25.28B). IAPD ↗fund
$25.28B RAUM · 53 reps · 212-257-4600 · waterfallam.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
IONIC CAPITAL MANAGEMENT LLC reported RAUM up 35% ($3.03B -> $4.10B). IAPD ↗fund
$4.10B RAUM · 14 reps · 212-294-8500 · ioniccap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
J. GOLDMAN & CO., L.P. reported RAUM up 36% ($3.65B -> $4.95B). IAPD ↗fund
$4.95B RAUM · 65 reps · 212-262-4990 · jgoldmanlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
LS POWER EQUITY ADVISORS, LLC reported RAUM up 38% ($9.00B -> $12.42B). IAPD ↗fund
$12.42B RAUM · 139 reps · 212-615-3456
Portfolio / reporting / TAMPCRMFinancial planning software
52
NIPUN CAPITAL, L.P. reported RAUM up 36% ($1.38B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 5 reps · 650-265-4666 · nipuncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
HITE HEDGE ASSET MANAGEMENT LLC reported RAUM up 37% ($1.88B -> $2.57B). IAPD ↗fund
$2.57B RAUM · 13 reps · 617-431-4360 · hitehedge.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ONE ROCK CAPITAL reported RAUM up 36% ($10.41B -> $14.19B). IAPD ↗fund
$14.19B RAUM · 53 reps · 212-605-6000 · onerock.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
YELLOW WOOD PARTNERS reported RAUM up 36% ($2.12B -> $2.88B). IAPD ↗fund
$2.88B RAUM · 20 reps · 617-500-6340
Portfolio / reporting / TAMPCRMFinancial planning software
52
ZWEIG-DIMENNA ASSOCIATES LLC reported RAUM up 39% ($1.03B -> $1.42B). IAPD ↗fund
$1.42B RAUM · 14 reps · 212-451-1100 · zweig-dimenna.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
MILLSTREET CAPITAL MANAGEMENT LLC reported RAUM up 39% ($2.97B -> $4.13B). IAPD ↗fund
$4.13B RAUM · 4 reps · (617) 939-0030 · millstreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
MENLO EQUITIES reported RAUM up 40% ($3.21B -> $4.49B). IAPD ↗fund
$4.49B RAUM · 17 reps · 650-326-9300 · menloequities.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
METIS GLOBAL PARTNERS, LLC reported RAUM up 35% ($3.50B -> $4.72B). IAPD ↗fund
$4.72B RAUM · 5 reps · 858-436-3030 · metisgp.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ENGINEERS GATE MANAGER LP reported RAUM up 35% ($10.05B -> $13.57B). IAPD ↗fund
$13.57B RAUM · 105 reps · 646-757-2800
Portfolio / reporting / TAMPCRMFinancial planning software
52
NUT TREE CAPITAL MANAGEMENT, LP reported RAUM up 38% ($4.14B -> $5.73B). IAPD ↗fund
$5.73B RAUM · 13 reps · 212-418-1290 · nuttreecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
FIRST INFRASTRUCTURE CAPITAL ADVISORS, LLC reported RAUM up 37% ($1.32B -> $1.81B). IAPD ↗fund
$1.81B RAUM · 4 reps · 713.337.7980 · firstinfrastructurecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
FAIRMOUNT FUNDS MANAGEMENT LLC reported RAUM up 39% ($2.28B -> $3.17B). IAPD ↗fund
$3.17B RAUM · 14 reps · 267-262-5300 · fairmountfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
JLC INFRASTRUCTURE reported RAUM up 35% ($1.54B -> $2.09B). IAPD ↗fund
$2.09B RAUM · 13 reps · 212 701-8715 · jlcinfra.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
FPA REAL ESTATE ADVISERS GROUP, LLC reported RAUM up 36% ($5.66B -> $7.69B). IAPD ↗fund
$7.69B RAUM · 15 reps · 949-399-2500 · fpamf.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC reported RAUM up 47% ($282.0M -> $414.9M). IAPD ↗fund
$414.9M RAUM · 7 reps · (646) 889-2690 · hillcrestfinancellc.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
WEST ELK CAPITAL, LLC reported RAUM up 65% ($80.1M -> $132.0M). IAPD ↗fund
$132.0M RAUM · 2 reps · 404-551-3551 · westelkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
TOMALES BAY CAPITAL reported RAUM up 38% ($2.15B -> $2.96B). IAPD ↗fund
$2.96B RAUM · 2 reps · (415) 723-0608 · tomalesbaycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
WESTCAP MANAGEMENT, LLC reported RAUM up 39% ($6.35B -> $8.81B). IAPD ↗fund
$8.81B RAUM · 16 reps · 6466454356
Portfolio / reporting / TAMPCRMFinancial planning software
52
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. reported RAUM up 36% ($7.18B -> $9.80B). IAPD ↗fund
$9.80B RAUM · 21 reps · 617-949-2200 · blackstone.podbean.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
SALUDA GRADE ASSET MANAGEMENT LLC reported RAUM up 39% ($2.61B -> $3.63B). IAPD ↗fund
$3.63B RAUM · 21 reps · 1 646 974 8560 · saludagrade.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
SAFE HARBOR CAPITAL PARTNERS reported RAUM up 45% ($245.1M -> $355.4M). IAPD ↗fund
$355.4M RAUM · 10 reps · 786-230-1609 · safeharborcp.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
TRISPAN (USA) LLC reported RAUM up 49% ($659.0M -> $982.5M). IAPD ↗fund
$982.5M RAUM · 9 reps · 1 646 586 2194
Portfolio / reporting / TAMPCRMFinancial planning software
52
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. reported RAUM up 37% ($1.86B -> $2.55B). IAPD ↗fund
$2.55B RAUM · 19 reps · 212-720-0300 · newmountainfinance.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
LONGSHORE CAPITAL PARTNERS reported RAUM up 47% ($244.4M -> $360.0M). IAPD ↗fund
$360.0M RAUM · 7 reps · 312-237-3838 · longshorecp.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
XN LP reported RAUM up 36% ($3.29B -> $4.46B). IAPD ↗fund
$4.46B RAUM · 18 reps · 646-849-0500 · xnlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
CONVERSANT CAPITAL LLC reported RAUM up 35% ($1.93B -> $2.60B). IAPD ↗fund
$2.60B RAUM · 7 reps · 908-466-5010 · conversantcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
GHISALLO CAPITAL MANAGEMENT LLC reported RAUM up 37% ($2.79B -> $3.82B). IAPD ↗fund
$3.82B RAUM · 22 reps · 617-502-5735 · ghisallo.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
HUNTER POINT CAPITAL LP reported RAUM up 36% ($4.06B -> $5.50B). IAPD ↗fund
$5.50B RAUM · 45 reps · (212) 970-0700 · hunterpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
AFFINITY ASSET ADVISORS, LLC reported RAUM up 46% ($553.1M -> $807.9M). IAPD ↗fund
$807.9M RAUM · 7 reps · 646-481-3856 · affinityadv.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ALTERNATIVE FUND ADVISORS, LLC reported RAUM up 37% ($165.1M -> $226.5M). IAPD ↗institutional
$226.5M RAUM · 4 reps · 844-850-5809
Portfolio / reporting / TAMPCRMFinancial planning software
52
POPULAR ASSET MANAGEMENT reported RAUM up 37% ($2.11B -> $2.88B). IAPD ↗fund
$2.88B RAUM · 8 reps · 787-754-4488 · popularfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
KYNAM CAPITAL MANAGEMENT, LP reported RAUM up 40% ($1.83B -> $2.56B). IAPD ↗fund
$2.56B RAUM · 2 reps · 574-315-9016
Portfolio / reporting / TAMPCRMFinancial planning software
52
GREENWOOD PINE PARTNERS reported RAUM up 39% ($20.8M -> $28.9M). IAPD ↗institutional
$28.9M RAUM · 8 reps · 901-761-2474 · greenwoodpine.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
OC INVESTMENT MANAGEMENT LP reported RAUM up 37% ($22.91B -> $31.39B). IAPD ↗fund
$31.39B RAUM · 3 reps · +1 305 813-0610
Portfolio / reporting / TAMPCRMFinancial planning software
52
GORDONMD GLOBAL INVESTMENTS LP reported RAUM up 47% ($176.2M -> $259.0M). IAPD ↗fund
$259.0M RAUM · 5 reps · 213-304-6199
Portfolio / reporting / TAMPCRMFinancial planning software
52
GROUP RMC INVESTMENT ADVISOR LLC reported RAUM up 64% ($28.4M -> $46.7M). IAPD ↗fund
$46.7M RAUM · 2 reps · 917-503-9730 · grouprmc.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
IRENIC CAPITAL MANAGEMENT LP reported RAUM up 40% ($1.04B -> $1.45B). IAPD ↗fund
$1.45B RAUM · 7 reps · 646-993-6330
Portfolio / reporting / TAMPCRMFinancial planning software
52
INNOVATION X ADVISORS reported RAUM up 35% ($1.36B -> $1.83B). IAPD ↗fund
$1.83B RAUM · 3 reps · 2402231988
Portfolio / reporting / TAMPCRMFinancial planning software
52
ARGOSY-LIONBRIDGE MANAGEMENT, LLC reported RAUM up 63% ($87.5M -> $142.4M). IAPD ↗fund
$142.4M RAUM · 5 reps · (646) 536-7422 · argosylbm.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
DUNDEE MAESTRO MANAGEMENT, LP reported RAUM up 49% ($641.8M -> $958.9M). IAPD ↗fund
$958.9M RAUM · 4 reps · 914-815-0896
Portfolio / reporting / TAMPCRMFinancial planning software
51
TWO SIGMA INVESTMENTS, LP reported RAUM up 31% ($83.96B -> $110.28B). IAPD ↗fund
$110.28B RAUM · 749 reps · (212) 625-5700
Portfolio / reporting / TAMPCRMFinancial planning software
51
WHALE ROCK CAPITAL MANAGEMENT reported RAUM up 34% ($8.72B -> $11.67B). IAPD ↗fund
$11.67B RAUM · 11 reps · 617-502-9900
Portfolio / reporting / TAMPCRMFinancial planning software
51
BEACH POINT CAPITAL MANAGEMENT LP reported RAUM up 33% ($18.00B -> $23.88B). IAPD ↗fund
$23.88B RAUM · 68 reps · (310) 996-9700 · beachpoint.capital
Portfolio / reporting / TAMPCRMFinancial planning software
51
GLASFUNDS, LLC reported RAUM up 33% ($2.02B -> $2.69B). IAPD ↗fund
$2.69B RAUM · 5 reps · 216-862-1300 · glasfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ARGA INVESTMENT MANAGEMENT, LP reported RAUM up 33% ($13.57B -> $18.03B). IAPD ↗fund
$18.03B RAUM · 27 reps · 203-614-0800
Portfolio / reporting / TAMPCRMFinancial planning software
51
OBRA CAPITAL MANAGEMENT, LLC. reported RAUM up 34% ($2.68B -> $3.60B). IAPD ↗fund
$3.60B RAUM · 60 reps · 917-831-1000
Portfolio / reporting / TAMPCRMFinancial planning software
51
CAPSTONE INVESTMENT ADVISORS, LLC reported RAUM up 32% ($69.25B -> $91.71B). IAPD ↗fund
$91.71B RAUM · 111 reps · 212-232-1420 · globalvolatilitysummit.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
HALE CAPITAL MANAGEMENT, LP reported RAUM up 44% ($191.4M -> $276.0M). IAPD ↗fund
$276.0M RAUM · 7 reps · 203-364-4253
Portfolio / reporting / TAMPCRMFinancial planning software
51
PAMLICO CAPITAL reported RAUM up 31% ($3.41B -> $4.46B). IAPD ↗fund
$4.46B RAUM · 31 reps · 704-414-7150
Portfolio / reporting / TAMPCRMFinancial planning software
51
SILVER POINT CAPITAL, L.P. reported RAUM up 33% ($27.91B -> $37.09B). IAPD ↗fund
$37.09B RAUM · 109 reps · 203-542-4200 · silverpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
MAK CAPITAL reported RAUM up 33% ($1.27B -> $1.70B). IAPD ↗fund
$1.70B RAUM · 6 reps · 212-486-3211 · makcapitalfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BRACEBRIDGE CAPITAL, LLC reported RAUM up 30% ($65.10B -> $84.74B). IAPD ↗fund
$84.74B RAUM · 54 reps · 617-497-3500 · bracebridgecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PETERSON PARTNERS reported RAUM up 34% ($2.13B -> $2.86B). IAPD ↗fund
$2.86B RAUM · 34 reps · 801-417-0748 · petersonpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TUDOR INVESTMENT CORPORATION reported RAUM up 31% ($63.59B -> $83.57B). IAPD ↗fund
$83.57B RAUM · 232 reps · 203-863-6700
Portfolio / reporting / TAMPCRMFinancial planning software
51
SANDTON CAPITAL PARTNERS, LP reported RAUM up 35% ($1.42B -> $1.92B). IAPD ↗fund
$1.92B RAUM · 20 reps · 212-444-7200 · sandtoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PACIFIC LAKE PARTNERS, LLC reported RAUM up 35% ($1.59B -> $2.14B). IAPD ↗fund
$2.14B RAUM · 14 reps · 617-658-3024 · pacificlake.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ANDREESSEN HOROWITZ reported RAUM up 33% ($56.04B -> $74.74B). IAPD ↗fund
$74.74B RAUM · 99 reps · (650) 798-5800
Portfolio / reporting / TAMPCRMFinancial planning software
51
CYPRIUM PARTNERS reported RAUM up 41% ($553.8M -> $778.7M). IAPD ↗fund
$778.7M RAUM · 14 reps · 216-453-4500 · cyprium.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($1.03B -> $1.39B). IAPD ↗fund
$1.39B RAUM · 2 reps · 214-720-2060
Portfolio / reporting / TAMPCRMFinancial planning software
51
CORRIDOR CAPITAL, LLC reported RAUM up 56% ($159.9M -> $249.6M). IAPD ↗fund
$249.6M RAUM · 9 reps · 310-442-7000 · corridorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
K1 INVESTMENT MANAGEMENT LLC reported RAUM up 31% ($14.99B -> $19.70B). IAPD ↗fund
$19.70B RAUM · 63 reps · 800 310 2870
Portfolio / reporting / TAMPCRMFinancial planning software
51
BHMS INVESTMENTS, LP reported RAUM up 42% ($664.8M -> $942.8M). IAPD ↗fund
$942.8M RAUM · 9 reps · 203-653-3558
Portfolio / reporting / TAMPCRMFinancial planning software
51
LEO FUND SERVICES, LLC reported RAUM up 57% ($107.1M -> $167.9M). IAPD ↗fund
$167.9M RAUM · 5 reps · 732-903-2600
Portfolio / reporting / TAMPCRMFinancial planning software
51
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC reported RAUM up 41% ($238.3M -> $337.2M). IAPD ↗fund
$337.2M RAUM · 3 reps · 305-677-6688 · catenaryalts.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GREENOAKS reported RAUM up 33% ($9.51B -> $12.65B). IAPD ↗fund
$12.65B RAUM · 16 reps · 415.942.5322 · greenoaks.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SESSA CAPITAL reported RAUM up 30% ($3.62B -> $4.72B). IAPD ↗fund
$4.72B RAUM · 7 reps · 212-257-4410 · sessacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SABAL INVESTMENT ADVISORS, LLC reported RAUM up 33% ($3.27B -> $4.35B). IAPD ↗fund
$4.35B RAUM · 10 reps · 949-255-2699 · sabalinvestmentholdings.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SEQUEL HOLDINGS, L.P. reported RAUM up 41% ($345.0M -> $486.9M). IAPD ↗fund
$486.9M RAUM · 11 reps · 214-292-4150 · sequelholdings.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TREE LINE CAPITAL PARTNERS, LLC reported RAUM up 32% ($2.27B -> $3.01B). IAPD ↗fund
$3.01B RAUM · 18 reps · 415-795-7575 · treelinecp.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
LEAD EDGE CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($4.78B -> $6.30B). IAPD ↗fund
$6.30B RAUM · 41 reps · 212-984-2421
Portfolio / reporting / TAMPCRMFinancial planning software
51
LUMINATE CAPITAL PARTNERS reported RAUM up 31% ($2.52B -> $3.30B). IAPD ↗fund
$3.30B RAUM · 9 reps · 415-278-1506
Portfolio / reporting / TAMPCRMFinancial planning software
51
ITE MANAGEMENT L.P. reported RAUM up 32% ($4.57B -> $6.04B). IAPD ↗fund
$6.04B RAUM · 33 reps · (212) 220-5802
Portfolio / reporting / TAMPCRMFinancial planning software
51
CAVU CONSUMER PARTNERS, LLC reported RAUM up 34% ($1.26B -> $1.69B). IAPD ↗fund
$1.69B RAUM · 8 reps · 212-716-2673
Portfolio / reporting / TAMPCRMFinancial planning software
51
CAPRA CREDIT MANAGEMENT, LLC reported RAUM up 34% ($146.7M -> $196.1M). IAPD ↗institutional
$196.1M RAUM · 2 reps · 646-968-9225 · capraibex.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SKYE GLOBAL MANAGEMENT LP reported RAUM up 33% ($3.84B -> $5.10B). IAPD ↗fund
$5.10B RAUM · 3 reps · 212-256-8923 · skyeglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PANTERA CAPITAL reported RAUM up 34% ($4.16B -> $5.57B). IAPD ↗fund
$5.57B RAUM · 11 reps · 650-854-7000
Portfolio / reporting / TAMPCRMFinancial planning software
51
DIGITAL ALPHA ADVISORS, LLC reported RAUM up 31% ($1.81B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 12 reps · (408) 660-7014 · digitalalpha.net
Portfolio / reporting / TAMPCRMFinancial planning software
51
QUIET CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($1.86B -> $2.47B). IAPD ↗fund
$2.47B RAUM · 8 reps · 415-840-0555
Portfolio / reporting / TAMPCRMFinancial planning software
51
QUARTUS INVESTMENT ADVISORS LLC reported RAUM up 60% ($19.5M -> $31.2M). IAPD ↗fund
$31.2M RAUM · 1 reps · 212-634-7173
Portfolio / reporting / TAMPCRMFinancial planning software
51
INTANDEM CAPITAL PARTNERS, LLC reported RAUM up 30% ($1.97B -> $2.56B). IAPD ↗fund
$2.56B RAUM · 23 reps · 646-930-1530 · intandemcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
WATEROUS ENERGY FUND MANAGEMENT (US), LLC reported RAUM up 30% ($3.97B -> $5.17B). IAPD ↗fund
$5.17B RAUM · 2 reps · 281-545-7397 · waterous.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC reported RAUM up 31% ($39.06B -> $51.27B). IAPD ↗fund
$51.27B RAUM · 147 reps · 561-544-7475 · digitalbridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ELMWOOD ASSET MANAGEMENT LLC reported RAUM up 32% ($14.94B -> $19.79B). IAPD ↗fund
$19.79B RAUM · 21 reps · 646-876-2350 · elmwoodasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
YAUPON CAPITAL MANAGEMENT LP reported RAUM up 30% ($2.80B -> $3.65B). IAPD ↗fund
$3.65B RAUM · 11 reps · 646-755-3825
Portfolio / reporting / TAMPCRMFinancial planning software
51
LONG PATH PARTNERS, LP reported RAUM up 31% ($1.02B -> $1.34B). IAPD ↗fund
$1.34B RAUM · 10 reps · 203-883-1967
Portfolio / reporting / TAMPCRMFinancial planning software
51
ARCLINE INVESTMENT MANAGEMENT LP reported RAUM up 32% ($13.96B -> $18.44B). IAPD ↗fund
$18.44B RAUM · 50 reps · (615) 270-5870 · arcline.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SOFTVEST ADVISORS reported RAUM up 44% ($544.2M -> $783.5M). IAPD ↗fund
$783.5M RAUM · 7 reps · 325-677-6177
Portfolio / reporting / TAMPCRMFinancial planning software
51
COMMODORE CAPITAL reported RAUM up 30% ($1.36B -> $1.76B). IAPD ↗fund
$1.76B RAUM · 6 reps · 212-256-8600 · commodorecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
STANDARD CRYPTO MANAGEMENT LP reported RAUM up 31% ($1.15B -> $1.50B). IAPD ↗fund
$1.50B RAUM · 5 reps · 310-630-7229
Portfolio / reporting / TAMPCRMFinancial planning software
51
SR ONE CAPITAL MANAGEMENT, LP reported RAUM up 31% ($1.59B -> $2.09B). IAPD ↗fund
$2.09B RAUM · 16 reps · 610-220-4913 · srone.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PHILOSOPHY CAPITAL MANAGEMENT LLC reported RAUM up 33% ($1.18B -> $1.57B). IAPD ↗fund
$1.57B RAUM · 4 reps · 415-433-2010 · philosophycap.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
140 SUMMER PARTNERS LP reported RAUM up 33% ($2.11B -> $2.80B). IAPD ↗fund
$2.80B RAUM · 10 reps · 212-804-9760
Portfolio / reporting / TAMPCRMFinancial planning software
51
VOLOFIN CAPITAL MANAGEMENT reported RAUM up 45% ($614.7M -> $889.9M). IAPD ↗fund
$889.9M RAUM · 3 reps · (646) 866-6997 · volofin.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
STABLE ASSET MANAGEMENT LP reported RAUM up 34% ($3.25B -> $4.35B). IAPD ↗fund
$4.35B RAUM · 6 reps · +1 212 808 2062
Portfolio / reporting / TAMPCRMFinancial planning software
51
STONE POINT CREDIT ADVISER LLC reported RAUM up 31% ($6.14B -> $8.07B). IAPD ↗fund
$8.07B RAUM · 55 reps · 203-862-2900 · stonepoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CONTRARY LLC reported RAUM up 45% ($198.6M -> $287.8M). IAPD ↗fund
$287.8M RAUM · 5 reps · 862-354-0870
Portfolio / reporting / TAMPCRMFinancial planning software
51
DESTINY ADVISORS LLC reported RAUM up 31% ($53.5M -> $70.0M). IAPD ↗institutional
$70.0M RAUM · 1 reps · 415-639-9966
Portfolio / reporting / TAMPCRMFinancial planning software
51
ANTHONY CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($20.0M -> $27.0M). IAPD ↗institutional
$27.0M RAUM · 1 reps · (561) 371-1303 · anthonycm.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TPG SOLUTIONS ADVISORS reported RAUM up 34% ($4.54B -> $6.11B). IAPD ↗fund
$6.11B RAUM · 45 reps · 817-871-4000
Portfolio / reporting / TAMPCRMFinancial planning software
51
AP CAPITAL DELAWARE LLC reported RAUM up 58% ($107.7M -> $170.5M). IAPD ↗fund
$170.5M RAUM · 1 reps · 929-354-3757 · apcapitalinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
WHISTLER CAPITAL PARTNERS LLC reported RAUM up 34% ($1.36B -> $1.82B). IAPD ↗fund
$1.82B RAUM · 6 reps · 615-252-5501 · whistlercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CAIS ADVISORS reported RAUM up 57% ($79.9M -> $125.0M). IAPD ↗fund
$125.0M RAUM · 6 reps · 212-300-9355 · caisgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SQUARE WAVE CAPITAL reported RAUM up 57% ($66.7M -> $104.7M). IAPD ↗fund
$104.7M RAUM · 2 reps · 203-733-6139 · squarewavecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC reported RAUM up 34% ($108.5M -> $145.2M). IAPD ↗institutional
$145.2M RAUM · 2 reps · 212-583-4951 · chamonixpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
14B CAPITAL MANAGEMENT LP reported RAUM up 40% ($203.1M -> $284.8M). IAPD ↗fund
$284.8M RAUM · 2 reps · (646) 777-5951 · 14bcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SATURN FIVE ADVISORS LLC reported RAUM up 44% ($279.0M -> $401.8M). IAPD ↗fund
$401.8M RAUM · 3 reps · 720-314-8373 · saturnfive.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TYR CAPITAL ADVISORS, LLC reported RAUM up 57% ($140.0M -> $220.0M). IAPD ↗fund
$220.0M RAUM · 9 reps · 9135745800 · overlandcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TWO ROADS PARTNERS MANAGEMENT, LP reported RAUM up 44% ($337.6M -> $487.6M). IAPD ↗fund
$487.6M RAUM · 13 reps · 212-300-9803 · tworoads.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
DELTA GLOBAL reported RAUM up 33% ($1.78B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 9 reps · 212-680-4581 · delta.global
Portfolio / reporting / TAMPCRMFinancial planning software
51
THE VISUALIZE GROUP LP reported RAUM up 43% ($183.4M -> $262.2M). IAPD ↗fund
$262.2M RAUM · 6 reps · 212-540-5151
Portfolio / reporting / TAMPCRMFinancial planning software
51
SALLYPORT reported RAUM up 59% ($100.4M -> $159.6M). IAPD ↗fund
$159.6M RAUM · 5 reps · 281-423-0260 · sallyportinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
INDAGO CAPITAL LLC reported RAUM up 45% ($199.9M -> $289.4M). IAPD ↗fund
$289.4M RAUM · 4 reps · 212-680-4970
Portfolio / reporting / TAMPCRMFinancial planning software
51
PERRYRIDGE CAPITAL LP reported RAUM up 56% ($128.7M -> $201.4M). IAPD ↗fund
$201.4M RAUM · 4 reps · (203) 489-6554
Portfolio / reporting / TAMPCRMFinancial planning software
50
VANGUARD GROUP INC reported RAUM up 30% ($7909.76B -> $10246.60B). IAPD ↗fund
$10246.60B RAUM · 330 reps · 610-669-1000
Portfolio / reporting / TAMPCRMFinancial planning software
50
AVALON GLOBAL ASSET MANAGEMENT LLC reported RAUM up 36% ($325.6M -> $443.8M). IAPD ↗fund
$443.8M RAUM · 3 reps · 415-615-5200
Portfolio / reporting / TAMPCRMFinancial planning software
50
CANYON PARTNERS REAL ESTATE LLC reported RAUM up 28% ($2.54B -> $3.27B). IAPD ↗fund
$3.27B RAUM · 77 reps · 214 253 6000 · canyonpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
D. E. SHAW & CO., L.P. reported RAUM up 28% ($120.47B -> $154.59B). IAPD ↗fund
$154.59B RAUM · 476 reps · 212-478-0000
Portfolio / reporting / TAMPCRMFinancial planning software
50
HARBOR CAPITAL ADVISORS, INC. reported RAUM up 28% ($50.55B -> $64.79B). IAPD ↗fund
$64.79B RAUM · 27 reps · (312) 443-4400
Portfolio / reporting / TAMPCRMFinancial planning software
50
BALLYROCK INVESTMENT ADVISORS LLC reported RAUM up 29% ($6.51B -> $8.42B). IAPD ↗fund
$8.42B RAUM · 0 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
50
COURAGE CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($1.14B -> $1.44B). IAPD ↗fund
$1.44B RAUM · 10 reps · 615-369-0110 · couragecap.com (password protected)
Portfolio / reporting / TAMPCRMFinancial planning software
50
SUMMIT PARTNERS, L.P. reported RAUM up 26% ($34.74B -> $43.63B). IAPD ↗fund
$43.63B RAUM · 113 reps · 617-824-1000
Portfolio / reporting / TAMPCRMFinancial planning software
50
TIPTREE ADVISORS, LLC reported RAUM up 27% ($1.59B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 12 reps · 212-887-4400 · tiptreeadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ONEX CREDIT PARTNERS, LLC reported RAUM up 29% ($18.26B -> $23.47B). IAPD ↗fund
$23.47B RAUM · 40 reps · (201) 541-2121 · onex.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MS CAPITAL PARTNERS ADVISER INC. reported RAUM up 26% ($27.27B -> $34.37B). IAPD ↗fund
$34.37B RAUM · 124 reps · (212) 761-7160 · morganstanley.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SKYBRIDGE CAPITAL II, LLC reported RAUM up 29% ($2.00B -> $2.58B). IAPD ↗fund
$2.58B RAUM · 5 reps · 212-485-3100
Portfolio / reporting / TAMPCRMFinancial planning software
50
FOX RUN MANAGEMENT LLC reported RAUM up 36% ($504.4M -> $686.7M). IAPD ↗fund
$686.7M RAUM · 6 reps · 203-629-1729
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALPHADYNE ASSET MANAGEMENT LP reported RAUM up 28% ($115.31B -> $147.37B). IAPD ↗fund
$147.37B RAUM · 24 reps · 212-806-3700 · adyne.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
BRETTON CAPITAL MANAGEMENT reported RAUM up 25% ($83.5M -> $104.5M). IAPD ↗institutional
$104.5M RAUM · 2 reps · 415-738-7640
Portfolio / reporting / TAMPCRMFinancial planning software
50
SABA CAPITAL MANAGEMENT, L.P. reported RAUM up 27% ($13.42B -> $17.01B). IAPD ↗fund
$17.01B RAUM · 19 reps · 212-542-3610 · sabacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ABRAMS CAPITAL MANAGEMENT, L.P. reported RAUM up 29% ($10.05B -> $12.96B). IAPD ↗fund
$12.96B RAUM · 6 reps · 617-646-6100 · abramscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
WEBSTER EQUITY PARTNERS, L.P. reported RAUM up 26% ($7.50B -> $9.45B). IAPD ↗fund
$9.45B RAUM · 22 reps · 781-419-1515
Portfolio / reporting / TAMPCRMFinancial planning software
50
COURT SQUARE CAPITAL reported RAUM up 26% ($7.72B -> $9.69B). IAPD ↗fund
$9.69B RAUM · 42 reps · 212-752-6110 · courtsquare.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ARBOR INVESTMENTS MANAGEMENT, LLC reported RAUM up 30% ($3.10B -> $4.03B). IAPD ↗fund
$4.03B RAUM · 24 reps · 312-981-3770 · arborpic.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SCOGGIN MANAGEMENT LP reported RAUM up 39% ($251.0M -> $350.1M). IAPD ↗fund
$350.1M RAUM · 9 reps · 212-355-5600
Portfolio / reporting / TAMPCRMFinancial planning software
50
CLEARLAKE CAPITAL GROUP, L.P. reported RAUM up 26% ($62.98B -> $79.58B). IAPD ↗fund
$79.58B RAUM · 64 reps · 310-400-8800 · clearlake.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CORVEX MANAGEMENT LP reported RAUM up 28% ($3.17B -> $4.05B). IAPD ↗fund
$4.05B RAUM · 8 reps · 212-474-6700 · corvexmanagementlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ENCOMPASS CAPITAL ADVISORS LLC reported RAUM up 25% ($3.83B -> $4.80B). IAPD ↗fund
$4.80B RAUM · 10 reps · 646-351-8450
Portfolio / reporting / TAMPCRMFinancial planning software
50
STELLUS CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($2.68B -> $3.37B). IAPD ↗fund
$3.37B RAUM · 19 reps · 713-292-5400 · stelluscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
STURBRIDGE CAPITAL LLC reported RAUM up 37% ($508.5M -> $695.7M). IAPD ↗fund
$695.7M RAUM · 6 reps · 248-220-8400 · sturbridgecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CW INDUSTRIAL PARTNERS, LLC reported RAUM up 38% ($211.9M -> $293.4M). IAPD ↗fund
$293.4M RAUM · 8 reps · 216-781-3233 · pe4fams.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
FISHER LYNCH CAPITAL, LLC reported RAUM up 25% ($6.42B -> $8.05B). IAPD ↗fund
$8.05B RAUM · 11 reps · 617-406-3124 · fisherlynch.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
POINTSTATE CAPITAL LP reported RAUM up 27% ($7.39B -> $9.40B). IAPD ↗fund
$9.40B RAUM · 22 reps · 212-830-7000
Portfolio / reporting / TAMPCRMFinancial planning software
50
SK CAPITAL PARTNERS reported RAUM up 29% ($7.98B -> $10.28B). IAPD ↗fund
$10.28B RAUM · 48 reps · 212-826-2700
Portfolio / reporting / TAMPCRMFinancial planning software
50
GOODE PARTNERS LLC reported RAUM up 39% ($194.9M -> $270.8M). IAPD ↗fund
$270.8M RAUM · 6 reps · 646-722-9406 · goodepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
LEEDS EQUITY PARTNERS reported RAUM up 30% ($5.07B -> $6.59B). IAPD ↗fund
$6.59B RAUM · 22 reps · 212 835-2000
Portfolio / reporting / TAMPCRMFinancial planning software
50
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. reported RAUM up 26% ($46.76B -> $58.97B). IAPD ↗fund
$58.97B RAUM · 161 reps · 212-813-4900 · carlyle.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SMP ASSET MANAGEMENT, LLC reported RAUM up 40% ($200.4M -> $280.4M). IAPD ↗fund
$280.4M RAUM · 1 reps · 914-833-0875 · smplp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
VALLEY FORGE CAPITAL MANAGEMENT reported RAUM up 27% ($3.61B -> $4.60B). IAPD ↗fund
$4.60B RAUM · 2 reps · 305-210-6000
Portfolio / reporting / TAMPCRMFinancial planning software
50
SOUTHFIELD CAPITAL LP reported RAUM up 28% ($1.50B -> $1.91B). IAPD ↗fund
$1.91B RAUM · 23 reps · 203-813-4100
Portfolio / reporting / TAMPCRMFinancial planning software
50
FIVE ELMS CAPITAL reported RAUM up 28% ($2.38B -> $3.06B). IAPD ↗fund
$3.06B RAUM · 52 reps · (913) 953-8960 · fiveelms.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PDT PARTNERS, LLC reported RAUM up 29% ($10.84B -> $14.02B). IAPD ↗fund
$14.02B RAUM · 92 reps · (212) 621-0400 · pdtpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
DYNAMIC BETA INVESTMENTS LLC reported RAUM up 25% ($2.65B -> $3.32B). IAPD ↗fund
$3.32B RAUM · 3 reps · 646-837-7030
Portfolio / reporting / TAMPCRMFinancial planning software
50
TRIVE CAPITAL MANAGEMENT LLC reported RAUM up 27% ($6.74B -> $8.57B). IAPD ↗fund
$8.57B RAUM · 54 reps · 214-499-9715
Portfolio / reporting / TAMPCRMFinancial planning software
50
THE VISTRIA GROUP, LP reported RAUM up 27% ($9.65B -> $12.27B). IAPD ↗fund
$12.27B RAUM · 55 reps · 312-626-1100 · vistria.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MC CREDIT PARTNERS LP reported RAUM up 27% ($3.33B -> $4.23B). IAPD ↗fund
$4.23B RAUM · 21 reps · (203) 989-9700
Portfolio / reporting / TAMPCRMFinancial planning software
50
I SQUARED CAPITAL ADVISORS (US) LLC reported RAUM up 26% ($47.87B -> $60.09B). IAPD ↗fund
$60.09B RAUM · 253 reps · (786) 693-5700
Portfolio / reporting / TAMPCRMFinancial planning software
50
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC reported RAUM up 25% ($136.3M -> $170.7M). IAPD ↗institutional
$170.7M RAUM · 2 reps · 727-324-4004
Portfolio / reporting / TAMPCRMFinancial planning software
50
BLUE ROAD MANAGEMENT, L.P. reported RAUM up 28% ($1.61B -> $2.05B). IAPD ↗fund
$2.05B RAUM · 6 reps · 212.822.9710 · blueroad.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
OEP CAPITAL ADVISORS, L.P. reported RAUM up 27% ($11.00B -> $14.00B). IAPD ↗fund
$14.00B RAUM · 45 reps · 212-277-1500 · oneequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
LFM CAPITAL reported RAUM up 25% ($1.11B -> $1.39B). IAPD ↗fund
$1.39B RAUM · 23 reps · (615) 983-6294 · lfmcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MGG INVESTMENT GROUP LP reported RAUM up 25% ($5.58B -> $6.97B). IAPD ↗fund
$6.97B RAUM · 24 reps · 212-356-6100 · mgginv.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
BBAM US LP reported RAUM up 29% ($3.45B -> $4.46B). IAPD ↗fund
$4.46B RAUM · 14 reps · 469-871-2230 · bbam.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CHICAGO CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($120.9M -> $185.7M). IAPD ↗fund
$185.7M RAUM · 3 reps · 312-374-9000 · chicagocapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
TRINITAS CAPITAL MANAGEMENT reported RAUM up 28% ($12.92B -> $16.51B). IAPD ↗fund
$16.51B RAUM · 24 reps · 214-420-2400 · trinitascmllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
POINT72 ASSET MANAGEMENT, L.P. reported RAUM up 28% ($172.10B -> $220.93B). IAPD ↗fund
$220.93B RAUM · 1431 reps · 203-890-2000 · careers.point72.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ANTARCTICA INVESTMENT ADVISORS, LLC reported RAUM up 28% ($3.63B -> $4.67B). IAPD ↗fund
$4.67B RAUM · 24 reps · 212 983 1602 · antarcticacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MAGNETAR ASSET MANAGEMENT LLC reported RAUM up 28% ($163.3M -> $209.0M). IAPD ↗institutional
$209.0M RAUM · 23 reps · 847-905-4400 · magnetar.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CROSS OCEAN PARTNERS MANAGEMENT LP reported RAUM up 29% ($3.78B -> $4.90B). IAPD ↗fund
$4.90B RAUM · 13 reps · 1-203-340-7850 · crossoceanpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PRANA CAPITAL MANAGEMENT LP reported RAUM up 29% ($2.56B -> $3.31B). IAPD ↗fund
$3.31B RAUM · 7 reps · 203-487-5185
Portfolio / reporting / TAMPCRMFinancial planning software
50
DEEPCURRENTS INVESTMENT GROUP LLC reported RAUM up 29% ($3.16B -> $4.06B). IAPD ↗fund
$4.06B RAUM · 6 reps · 646-350-4621 · deepcurrentsinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC reported RAUM up 28% ($3.44B -> $4.40B). IAPD ↗fund
$4.40B RAUM · 21 reps · 212-661-6990 · primarywave.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MAYTUS CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($251.7M -> $345.0M). IAPD ↗fund
$345.0M RAUM · 3 reps · 646-863-0080
Portfolio / reporting / TAMPCRMFinancial planning software
50
FIG CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($197.8M -> $267.1M). IAPD ↗fund
$267.1M RAUM · 0 reps · (904) 378-8098 · figadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
EOS REAL ESTATE INVESTORS LLC reported RAUM up 27% ($1.49B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 17 reps · 212-680-4160 · eosinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PRITZKER PRIVATE CAPITAL reported RAUM up 30% ($5.56B -> $7.22B). IAPD ↗fund
$7.22B RAUM · 49 reps · 312-447-6050 · ppcpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MFN PARTNERS MANAGEMENT, LP reported RAUM up 29% ($7.08B -> $9.10B). IAPD ↗fund
$9.10B RAUM · 7 reps · 617-443-2040
Portfolio / reporting / TAMPCRMFinancial planning software
50
JANA PARTNERS MANAGEMENT, LP reported RAUM up 30% ($1.84B -> $2.39B). IAPD ↗fund
$2.39B RAUM · 8 reps · 212-455-0900 · janapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
J.F. LEHMAN AND COMPANY LLC reported RAUM up 28% ($6.28B -> $8.04B). IAPD ↗fund
$8.04B RAUM · 39 reps · 212-634-0100 · jflpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CARVAL CLO MANAGEMENT LLC reported RAUM up 30% ($4.92B -> $6.39B). IAPD ↗fund
$6.39B RAUM · 1 reps · 952-444-4780 · abcarval.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ARBOUR LANE CAPITAL MANAGEMENT LP reported RAUM up 30% ($5.75B -> $7.47B). IAPD ↗fund
$7.47B RAUM · 18 reps · (212) 231-8763 · arbourlanecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PARADIGM OPERATIONS LP reported RAUM up 26% ($10.08B -> $12.66B). IAPD ↗fund
$12.66B RAUM · 14 reps · 415-830-5750 · paradigm.xyz
Portfolio / reporting / TAMPCRMFinancial planning software
50
AGL CREDIT MANAGEMENT LLC reported RAUM up 27% ($14.38B -> $18.23B). IAPD ↗fund
$18.23B RAUM · 34 reps · 212-973-8600
Portfolio / reporting / TAMPCRMFinancial planning software
50
GIP INVESTMENT ADVISER LLC reported RAUM up 35% ($329.4M -> $445.1M). IAPD ↗fund
$445.1M RAUM · 5 reps · 561-567-9220 · ksvglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
DIVERSIS CAPITAL MANAGEMENT, L.P. reported RAUM up 27% ($1.65B -> $2.10B). IAPD ↗fund
$2.10B RAUM · 17 reps · 310-396-4200 · diversis.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
NEXPOINT INSURANCE SOLUTIONS, L.P. reported RAUM up 29% ($59.6M -> $77.2M). IAPD ↗institutional
$77.2M RAUM · 2 reps · 214-276-6300
Portfolio / reporting / TAMPCRMFinancial planning software
50
PLEASANT LAKE PARTNERS LLC reported RAUM up 27% ($1.27B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 4 reps · 804-363-4458 · plpinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
OXFORD FINANCE ADVISORS, LLC reported RAUM up 30% ($1.23B -> $1.60B). IAPD ↗fund
$1.60B RAUM · 76 reps · 703-519-4900
Portfolio / reporting / TAMPCRMFinancial planning software
50
NZS CAPITAL LLC reported RAUM up 30% ($2.26B -> $2.93B). IAPD ↗fund
$2.93B RAUM · 5 reps · 720-282-9746 · nzscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ONEFUND, LLC reported RAUM up 27% ($105.7M -> $134.5M). IAPD ↗institutional
$134.5M RAUM · 1 reps · 7275020808 · onefund.io
Portfolio / reporting / TAMPCRMFinancial planning software
50
LIVELLO CAPITAL MANAGEMENT LP reported RAUM up 35% ($225.5M -> $305.5M). IAPD ↗fund
$305.5M RAUM · 4 reps · 646-540-0000 · livellocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
WOLF HILL CAPITAL MANAGEMENT, LP reported RAUM up 28% ($1.60B -> $2.05B). IAPD ↗fund
$2.05B RAUM · 4 reps · 646-933-5538 · wolfhillcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
HALLE CAPITAL MANAGEMENT LP reported RAUM up 40% ($504.7M -> $706.3M). IAPD ↗fund
$706.3M RAUM · 6 reps · 212-906-4140
Portfolio / reporting / TAMPCRMFinancial planning software
50
MADISON AVENUE SOLUTIONS, LLC reported RAUM up 27% ($1.29B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SOURCEROCK GROUP LLC reported RAUM up 26% ($2.06B -> $2.60B). IAPD ↗fund
$2.60B RAUM · 9 reps · 312-361-3360 · sourcerocklp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
WALNUT LEVEL CAPITAL LLC reported RAUM up 35% ($186.2M -> $251.5M). IAPD ↗fund
$251.5M RAUM · 3 reps · 303-381-0156 · walnutlevel.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
NEWMARKET INVESTMENT MANAGEMENT, LP reported RAUM up 30% ($2.06B -> $2.67B). IAPD ↗fund
$2.67B RAUM · 16 reps · 215-701-9690 · newmarketcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC reported RAUM up 26% ($6.16B -> $7.76B). IAPD ↗fund
$7.76B RAUM · 33 reps · 816-994-3200
Portfolio / reporting / TAMPCRMFinancial planning software
50
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗fund
$1.36B RAUM · 27 reps · 424.955.6388 · pacificavenuecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PARADIGM BIOCAPITAL ADVISORS LP reported RAUM up 30% ($2.36B -> $3.05B). IAPD ↗fund
$3.05B RAUM · 5 reps · 646-970-2568
Portfolio / reporting / TAMPCRMFinancial planning software
50
LS BDC ADVISER, LLC reported RAUM up 36% ($709.4M -> $967.6M). IAPD ↗fund
$967.6M RAUM · 31 reps · 786-598-2089
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALLY BRIDGE GROUP (PE) LLC reported RAUM up 25% ($1.08B -> $1.35B). IAPD ↗fund
$1.35B RAUM · 13 reps · 646-829-9676 · ally-bridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
NORTHERN LAKES CAPITAL, L.P. reported RAUM up 38% ($232.2M -> $320.7M). IAPD ↗fund
$320.7M RAUM · 10 reps · 612-562-4288
Portfolio / reporting / TAMPCRMFinancial planning software
50
DEEPWATER ASSET MANAGEMENT, LLC reported RAUM up 37% ($333.0M -> $457.7M). IAPD ↗fund
$457.7M RAUM · 6 reps · 612-424-1393
Portfolio / reporting / TAMPCRMFinancial planning software
50
ROAD CAPITAL MANAGEMENT LP reported RAUM up 36% ($197.0M -> $267.7M). IAPD ↗fund
$267.7M RAUM · 4 reps · 781-264-6268
Portfolio / reporting / TAMPCRMFinancial planning software
50
GREENLAND CAPITAL MANAGEMENT LP reported RAUM up 26% ($1.19B -> $1.50B). IAPD ↗fund
$1.50B RAUM · 17 reps · (212) 390-9577
Portfolio / reporting / TAMPCRMFinancial planning software
50
FIRST TRUST CAPITAL MANAGEMENT L.P. reported RAUM up 29% ($6.36B -> $8.20B). IAPD ↗fund
$8.20B RAUM · 20 reps · 773.828.6700
Portfolio / reporting / TAMPCRMFinancial planning software
50
ACCION IMPACT MANAGEMENT LLC reported RAUM up 37% ($191.1M -> $261.5M). IAPD ↗fund
$261.5M RAUM · 16 reps · 202-813-9844 · accion.org
Portfolio / reporting / TAMPCRMFinancial planning software
50
AMERGIN ASSET MANAGEMENT, LLC reported RAUM up 36% ($695.9M -> $946.0M). IAPD ↗fund
$946.0M RAUM · 5 reps · 561-760-1957
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALTERRA IOS MANAGER, LLC reported RAUM up 26% ($2.13B -> $2.67B). IAPD ↗fund
$2.67B RAUM · 15 reps · 215-240-1231 · ios.alterraproperty.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
REVITATE FUND ADVISOR LLC reported RAUM up 37% ($205.9M -> $282.8M). IAPD ↗fund
$282.8M RAUM · 7 reps · 949-522-5604 · revitate.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
DURATION CAPITAL PARTNERS LLC reported RAUM up 26% ($3.34B -> $4.22B). IAPD ↗fund
$4.22B RAUM · 14 reps · (646) 303-7130 · durationcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SCIENCE & TECHNOLOGY PARTNERS, L.P. reported RAUM up 37% ($227.3M -> $311.2M). IAPD ↗fund
$311.2M RAUM · 5 reps · 212-306-2600 · sandtpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BALCH HILL CAPITAL reported RAUM up 34% ($238.9M -> $321.2M). IAPD ↗fund
$321.2M RAUM · 1 reps · 415-474-7055
Portfolio / reporting / TAMPCRMFinancial planning software
49
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC reported RAUM up 34% ($524.6M -> $704.0M). IAPD ↗fund
$704.0M RAUM · 6 reps · 212-698-0700
Portfolio / reporting / TAMPCRMFinancial planning software
49
RMWC reported RAUM up 33% ($519.0M -> $690.4M). IAPD ↗fund
$690.4M RAUM · 6 reps · 917-675-5084 · rmwc.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
DME ADVISORS, LP reported RAUM up 33% ($563.0M -> $749.4M). IAPD ↗fund
$749.4M RAUM · 0 reps · 212-973-1900 · greenlightcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
VCFA GROUP reported RAUM up 32% ($298.2M -> $394.3M). IAPD ↗fund
$394.3M RAUM · 5 reps · 212-838-5577
Portfolio / reporting / TAMPCRMFinancial planning software
49
GREENLEA LANE CAPITAL MANAGEMENT LLC reported RAUM up 31% ($366.1M -> $479.1M). IAPD ↗fund
$479.1M RAUM · 1 reps · 646-450-9248 · greenlealane.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
424 CAPITAL, LLC reported RAUM up 33% ($297.9M -> $396.7M). IAPD ↗fund
$396.7M RAUM · 16 reps · 781-295-4000
Portfolio / reporting / TAMPCRMFinancial planning software
49
JUNIPER INVESTMENT COMPANY reported RAUM up 33% ($288.3M -> $382.3M). IAPD ↗fund
$382.3M RAUM · 6 reps · 212-339-8500 · juniperfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
STRATEGIC VALUE BANK PARTNERS LLC reported RAUM up 31% ($559.3M -> $730.0M). IAPD ↗fund
$730.0M RAUM · 7 reps · 216-282-0704
Portfolio / reporting / TAMPCRMFinancial planning software
49
BCK CAPITAL MANAGEMENT LP reported RAUM up 34% ($193.5M -> $258.8M). IAPD ↗fund
$258.8M RAUM · 3 reps · 203-989-9660
Portfolio / reporting / TAMPCRMFinancial planning software
49
ADIT VENTURES MANAGEMENT, LLC reported RAUM up 32% ($318.4M -> $419.8M). IAPD ↗fund
$419.8M RAUM · 2 reps · (646) 840-4944 · aditventures.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
PARKERGALE, LLC reported RAUM up 33% ($547.3M -> $726.5M). IAPD ↗fund
$726.5M RAUM · 10 reps · 312-698-6300
Portfolio / reporting / TAMPCRMFinancial planning software
49
SAF ADVISORS LLC reported RAUM up 47% ($121.4M -> $178.4M). IAPD ↗fund
$178.4M RAUM · 2 reps · 212-202-2800 · subscribeplatform.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
PLATFORM PARTNERS LLC reported RAUM up 30% ($645.7M -> $840.8M). IAPD ↗fund
$840.8M RAUM · 14 reps · 713-335-2300 · platformllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
LIQUID CAPITAL MANAGEMENT LLC reported RAUM up 30% ($255.8M -> $333.7M). IAPD ↗fund
$333.7M RAUM · 5 reps · 707-616-4901 · liquidstock.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
MANNA TREE PARTNERS, LLC reported RAUM up 31% ($563.0M -> $736.6M). IAPD ↗fund
$736.6M RAUM · 8 reps · 970-837-3027
Portfolio / reporting / TAMPCRMFinancial planning software
49
KELLY PARK INVESTMENT LLC reported RAUM up 45% ($128.2M -> $186.2M). IAPD ↗fund
$186.2M RAUM · 3 reps · 212 710 4111 · kellyparkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
WATCHTOWER ADVISORS, LP reported RAUM up 31% ($231.4M -> $302.6M). IAPD ↗fund
$302.6M RAUM · 4 reps · 203-413-8793
Portfolio / reporting / TAMPCRMFinancial planning software
49
KANAME CAPITAL, L.P. reported RAUM up 47% ($137.5M -> $201.7M). IAPD ↗fund
$201.7M RAUM · 4 reps · 617-841-7705 · kanamecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
RADIAL EQUITY PARTNERS LP reported RAUM up 34% ($590.4M -> $790.3M). IAPD ↗fund
$790.3M RAUM · 15 reps · 212-551-4600 · radialequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
ANABRANCH CAPITAL MANAGEMENT, LP reported RAUM up 32% ($241.6M -> $319.0M). IAPD ↗fund
$319.0M RAUM · 2 reps · 646-568-4770 · anabranchcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
RIVERMONT CAPITAL MANAGEMENT LP reported RAUM up 31% ($315.8M -> $413.5M). IAPD ↗fund
$413.5M RAUM · 3 reps · 212-970-0070
Portfolio / reporting / TAMPCRMFinancial planning software
49
PRMIM reported RAUM up 35% ($707.6M -> $955.0M). IAPD ↗fund
$955.0M RAUM · 5 reps · 215-360-3800 · prmortgageinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
RED ARTS CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($280.3M -> $373.4M). IAPD ↗fund
$373.4M RAUM · 13 reps · 312-678-4251
Portfolio / reporting / TAMPCRMFinancial planning software
49
GOODLANDER INVESTMENT MANAGEMENT, LLC reported RAUM up 30% ($248.9M -> $324.1M). IAPD ↗fund
$324.1M RAUM · 3 reps · 254-716-6313 · goodlanderim.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
SOLIDARITY CAPITAL MANAGEMENT, LLC reported RAUM up 49% ($66.7M -> $99.4M). IAPD ↗fund
$99.4M RAUM · 3 reps · 385-374-1665
Portfolio / reporting / TAMPCRMFinancial planning software
49
EXCOLERE EQUITY PARTNERS, LLC reported RAUM up 32% ($190.0M -> $251.6M). IAPD ↗fund
$251.6M RAUM · 8 reps · 310-424-4700 · excolerepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
ACCORDANT INVESTMENTS LLC reported RAUM up 46% ($35.6M -> $52.2M). IAPD ↗fund
$52.2M RAUM · 4 reps · 602-609-2193 · accordantinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
OPPENHEIMERFUNDS INC reported RAUM up 29% ($197.0M -> $253.9M). IAPD ↗fund
$253.9M RAUM · 0 reps · 212-323-0200
Portfolio / reporting / TAMPCRMFinancial planning software
48
BIGLARI CAPITAL CORP. reported RAUM up 26% ($744.7M -> $935.0M). IAPD ↗fund
$935.0M RAUM · 1 reps · 210-344-3400
Portfolio / reporting / TAMPCRMFinancial planning software
48
PASSPORT CAPITAL, LLC reported RAUM up 25% ($276.5M -> $346.0M). IAPD ↗fund
$346.0M RAUM · 5 reps · 415-321-4600 · nimblepartners.vc
Portfolio / reporting / TAMPCRMFinancial planning software
48
M3F, INC. reported RAUM up 25% ($612.2M -> $766.2M). IAPD ↗fund
$766.2M RAUM · 5 reps · 202-246-9200 · m3funds.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
CP CAPITAL (US) PARTNERS LP reported RAUM up 26% ($302.9M -> $382.3M). IAPD ↗fund
$382.3M RAUM · 5 reps · 212-843-6100
Portfolio / reporting / TAMPCRMFinancial planning software
48
MILLENNIUM BRIDGE CAPITAL reported RAUM up 29% ($572.0M -> $738.5M). IAPD ↗fund
$738.5M RAUM · 9 reps · 303-454-5453 · millenniumbridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
PRESIDIO INVESTORS LLC reported RAUM up 27% ($778.3M -> $984.8M). IAPD ↗fund
$984.8M RAUM · 7 reps · 512-772-1725 · presidioinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
ARISTIDES CAPITAL LLC reported RAUM up 25% ($377.9M -> $472.8M). IAPD ↗fund
$472.8M RAUM · 5 reps · 502-419-2956 · aristidescapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
ALMITAS CAPITAL LLC reported RAUM up 26% ($783.7M -> $985.7M). IAPD ↗fund
$985.7M RAUM · 8 reps · 310-573-4343 · almitascap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
MYDA ADVISORS LLC reported RAUM up 26% ($525.2M -> $659.6M). IAPD ↗fund
$659.6M RAUM · 7 reps · 516-400-9757
Portfolio / reporting / TAMPCRMFinancial planning software
48
LATTICEWORK CAPITAL MANAGEMENT LLC reported RAUM up 29% ($521.2M -> $671.4M). IAPD ↗fund
$671.4M RAUM · 10 reps · 917-676-6742 · latticeworkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
NIGHTVIEW CAPITAL, LLC reported RAUM up 40% ($109.9M -> $154.2M). IAPD ↗fund
$154.2M RAUM · 4 reps · (866) 666-7156 · nightviewcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
RECIPROCAL VENTURE MANAGEMENT, L.L.C. reported RAUM up 44% ($139.8M -> $201.1M). IAPD ↗fund
$201.1M RAUM · 4 reps · 347-829-4951
Portfolio / reporting / TAMPCRMFinancial planning software
48
PARALLAXES CAPITAL reported RAUM up 28% ($389.1M -> $499.5M). IAPD ↗fund
$499.5M RAUM · 1 reps · 217-255-3906 · plxcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
INNOVAHEALTH PARTNERS reported RAUM up 26% ($213.2M -> $269.0M). IAPD ↗fund
$269.0M RAUM · 5 reps · 212-652-3550
Portfolio / reporting / TAMPCRMFinancial planning software
48
ACE & COMPANY NEW YORK, INC. reported RAUM up 42% ($36.8M -> $52.0M). IAPD ↗fund
$52.0M RAUM · 4 reps · 212-220-2777 · aceandcompany.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
ALIGN PRIVATE CAPITAL reported RAUM up 41% ($125.3M -> $176.8M). IAPD ↗fund
$176.8M RAUM · 5 reps · 917-365-9073 · alignprivatecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
ID FUNDS ADVISOR LLC reported RAUM up 30% ($213.0M -> $276.8M). IAPD ↗fund
$276.8M RAUM · 2 reps · (561) 462-1200
Portfolio / reporting / TAMPCRMFinancial planning software
48
KEYFRAME CAPITAL PARTNERS, L.P. reported RAUM up 26% ($684.4M -> $864.2M). IAPD ↗fund
$864.2M RAUM · 9 reps · 212.380.5800
Portfolio / reporting / TAMPCRMFinancial planning software
48
KANBRICK LLC reported RAUM up 25% ($223.3M -> $280.1M). IAPD ↗fund
$280.1M RAUM · 6 reps · 872-225-2249
Portfolio / reporting / TAMPCRMFinancial planning software
48
MATTERHORN CAPITAL ADVISORS, LLC reported RAUM up 28% ($259.5M -> $331.4M). IAPD ↗fund
$331.4M RAUM · 9 reps · 610-940-5303 · matterhorncapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
STRIDE CONSUMER reported RAUM up 27% ($535.3M -> $678.8M). IAPD ↗fund
$678.8M RAUM · 16 reps · (781) 208-7375 · strideconsumer.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
LW CAPITAL MANAGEMENT, LLC reported RAUM up 42% ($63.9M -> $90.6M). IAPD ↗fund
$90.6M RAUM · 1 reps · 917-306-0461
Portfolio / reporting / TAMPCRMFinancial planning software
48
MACHINE INVESTMENT GROUP, LP reported RAUM up 28% ($356.7M -> $455.3M). IAPD ↗fund
$455.3M RAUM · 10 reps · 917-970-0313 · machineinv.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
IRON PATH CAPITAL, L.P. reported RAUM up 25% ($357.2M -> $447.1M). IAPD ↗fund
$447.1M RAUM · 18 reps · 434-257-3288
Portfolio / reporting / TAMPCRMFinancial planning software
48
HUDSON HILL CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($379.3M -> $474.3M). IAPD ↗fund
$474.3M RAUM · 5 reps · (212) 551-4690 · hudsonhillcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
ARCHER VENTURE CAPITAL MANAGEMENT LLC reported RAUM up 29% ($221.1M -> $285.6M). IAPD ↗fund
$285.6M RAUM · 6 reps · 310-916-9599 · archervc.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
NEXA EQUITY LLC reported RAUM up 29% ($575.0M -> $740.4M). IAPD ↗fund
$740.4M RAUM · 9 reps · 415-295-4636
Portfolio / reporting / TAMPCRMFinancial planning software
48
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC reported RAUM up 42% ($113.8M -> $161.2M). IAPD ↗fund
$161.2M RAUM · 4 reps · 212-572-6469 · terramontinfra.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
K FUND CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($265.5M -> $342.1M). IAPD ↗fund
$342.1M RAUM · 1 reps · (310) 663-9090 · thekfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
HVPF MANAGER II, LLC reported RAUM up 29% ($333.6M -> $430.0M). IAPD ↗fund
$430.0M RAUM · 40 reps · 917-398-4100 · hudsonvalleypropertygroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
HUMBLE GROWTH reported RAUM up 27% ($316.1M -> $402.5M). IAPD ↗fund
$402.5M RAUM · 8 reps · 212-220-1588 · humblegrowth.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
RIPOSTE CAPITAL LLC reported RAUM up 27% ($390.1M -> $494.1M). IAPD ↗fund
$494.1M RAUM · 5 reps · (646) 802-6330 · ripostecapital.org
Portfolio / reporting / TAMPCRMFinancial planning software
48
BORDERLESS MANAGEMENT LLC reported RAUM up 28% ($339.6M -> $435.0M). IAPD ↗fund
$435.0M RAUM · 15 reps · 650-412-9447 · borderlesscapital.io
Portfolio / reporting / TAMPCRMFinancial planning software
48
JAFFA CAPITAL MANAGEMENT LLC reported RAUM up 42% ($155.2M -> $220.0M). IAPD ↗fund
$220.0M RAUM · 3 reps · 216-245-1231 · jaffamanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
BRACCO ASSET MANAGEMENT reported RAUM up 29% ($276.2M -> $355.2M). IAPD ↗fund
$355.2M RAUM · 5 reps · (646) 989-4040
Portfolio / reporting / TAMPCRMFinancial planning software
48
CUTTER CAPITAL MANAGEMENT reported RAUM up 27% ($387.2M -> $493.4M). IAPD ↗fund
$493.4M RAUM · 5 reps · 646-989-4200
Portfolio / reporting / TAMPCRMFinancial planning software
48
FALCONPOINT CAPITAL PARTNERS LLC reported RAUM up 27% ($553.0M -> $700.2M). IAPD ↗fund
$700.2M RAUM · 6 reps · 212-301-7601 · falconpointpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. reported RAUM up 44% ($41.0M -> $59.0M). IAPD ↗fund
$59.0M RAUM · 2 reps · 888-885-8101
Portfolio / reporting / TAMPCRMFinancial planning software
48
CORDOBA CAPITAL PARTNERS, LLC reported RAUM up 43% ($55.3M -> $78.9M). IAPD ↗fund
$78.9M RAUM · 6 reps · 917-746-4806 · cordobacapital.co
Portfolio / reporting / TAMPCRMFinancial planning software
48
WALK-ON CAPITAL, LLC reported RAUM up 42% ($100.1M -> $142.3M). IAPD ↗fund
$142.3M RAUM · 3 reps · 970-948-2311 · walk-oncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC reported RAUM up 38% ($76.3M -> $105.5M). IAPD ↗fund
$105.5M RAUM · 2 reps · 754-216-9588 · cannonfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
BARRIER CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($91.0M -> $125.0M). IAPD ↗fund
$125.0M RAUM · 1 reps · 650-380-1475 · barriercap.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
HESTIA CAPITAL MANAGEMENT, LLC reported RAUM up 36% ($96.8M -> $131.9M). IAPD ↗fund
$131.9M RAUM · 1 reps · (878)217-4800
Portfolio / reporting / TAMPCRMFinancial planning software
47
MCKINNEY CAPITAL, LLC reported RAUM up 36% ($111.1M -> $150.8M). IAPD ↗fund
$150.8M RAUM · 3 reps · (205) 697-1837 · mckinneycapital.net
Portfolio / reporting / TAMPCRMFinancial planning software
47
1819 PARTNERS reported RAUM up 36% ($156.4M -> $213.1M). IAPD ↗fund
$213.1M RAUM · 3 reps · 901-820-0515 · 1819partners.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
TRIANGLE INVESTMENT MANAGEMENT, LLC reported RAUM up 36% ($128.0M -> $174.0M). IAPD ↗fund
$174.0M RAUM · 8 reps · 646-346-8871
Portfolio / reporting / TAMPCRMFinancial planning software
47
DV CAPITAL ADVISORS, LLC reported RAUM up 37% ($109.2M -> $149.7M). IAPD ↗fund
$149.7M RAUM · 3 reps · 312-663-7111
Portfolio / reporting / TAMPCRMFinancial planning software
46
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. reported RAUM up 32% ($36.5M -> $48.0M). IAPD ↗fund
$48.0M RAUM · 10 reps · 212-245-0400 · niederhoffer.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
THE CIRCUMFERENCE GROUP LLC reported RAUM up 31% ($187.3M -> $244.7M). IAPD ↗fund
$244.7M RAUM · 14 reps · 501-492-8411 · circumferencegroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
ATEGRA CAPITAL MANAGEMENT, LLC reported RAUM up 31% ($117.3M -> $153.1M). IAPD ↗fund
$153.1M RAUM · 4 reps · 703-564-9131 · ategracapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
PLUSTICK MANAGEMENT LLC reported RAUM up 32% ($149.5M -> $197.0M). IAPD ↗fund
$197.0M RAUM · 3 reps · 434-977-9229 · plustickpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
COPPERPLATE CAPITAL LLC reported RAUM up 32% ($158.0M -> $208.2M). IAPD ↗fund
$208.2M RAUM · 2 reps · (650) 275-4313 · copperplatecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
CALLAWAY CAPITAL MANAGEMENT, LLC reported RAUM up 34% ($129.8M -> $174.2M). IAPD ↗fund
$174.2M RAUM · 3 reps · 202-866-0901 · callawaycap.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
OUTFITTER ENERGY MANAGEMENT, LLC reported RAUM up 32% ($149.4M -> $197.3M). IAPD ↗fund
$197.3M RAUM · 3 reps · 281-402-8174
Portfolio / reporting / TAMPCRMFinancial planning software
46
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC reported RAUM up 33% ($46.3M -> $61.4M). IAPD ↗fund
$61.4M RAUM · 3 reps · 212-332-2500 · muirfieldcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
LAKE WHILLANS CAPITAL PARTNERS LLC reported RAUM up 31% ($187.3M -> $246.1M). IAPD ↗fund
$246.1M RAUM · 4 reps · (646) 389-1032 · lakewhillans.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
HEALTHPOINTCAPITAL MANAGEMENT, LLC reported RAUM up 35% ($181.0M -> $244.3M). IAPD ↗fund
$244.3M RAUM · 6 reps · 212-935-7780 · healthpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
FORSYTH STREET ASSET MANAGEMENT LLC reported RAUM up 35% ($179.1M -> $241.0M). IAPD ↗fund
$241.0M RAUM · 3 reps · 212-697-1640 · forsythstreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
KELSON ASSET MANAGEMENT LLC reported RAUM up 31% ($173.1M -> $226.5M). IAPD ↗fund
$226.5M RAUM · 2 reps · 917-691-8007
Portfolio / reporting / TAMPCRMFinancial planning software
46
COASTAL INVESTMENT COMPANY, LLC reported RAUM up 32% ($161.3M -> $212.9M). IAPD ↗fund
$212.9M RAUM · 8 reps · 888-411-2280 · coastalinvestmentco.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
DAUNTLESS CAPITAL PARTNERS LLC reported RAUM up 32% ($176.8M -> $232.9M). IAPD ↗fund
$232.9M RAUM · 7 reps · 202-656-1250 · dauntlesscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC reported RAUM up 31% ($57.1M -> $75.1M). IAPD ↗fund
$75.1M RAUM · 33 reps · 816-994-3200 · palmersquarefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
OUTERLANDS CAPITAL MANAGEMENT, LLC reported RAUM up 34% ($36.3M -> $48.6M). IAPD ↗fund
$48.6M RAUM · 5 reps · 201-588-6067 · outerlands.io
Portfolio / reporting / TAMPCRMFinancial planning software
46
ARAVALLI CAPITAL MANAGEMENT LP reported RAUM up 35% ($106.5M -> $143.4M). IAPD ↗fund
$143.4M RAUM · 4 reps · 212-680-4950 · aravallicap.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
CONGRUENCE CAPITAL, PB LLC reported RAUM up 32% ($94.4M -> $124.3M). IAPD ↗fund
$124.3M RAUM · 3 reps · 213-757-8220 · congruencecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
DWS INTERNATIONAL GMBH reported RAUM up 297% ($44.97B -> $178.52B). IAPD ↗foreign
$178.52B RAUM · 71 reps · 49 69 910 12371
Portfolio / reporting / TAMPCRMFinancial planning software
45
WAZEE STREET CAPITAL MANAGEMENT LLC reported RAUM up 29% ($145.9M -> $187.8M). IAPD ↗fund
$187.8M RAUM · 3 reps · 303-645-9300 · wazeestreetcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
RATAN CAPITAL MANAGEMENT, LP reported RAUM up 28% ($153.1M -> $196.1M). IAPD ↗fund
$196.1M RAUM · 2 reps · 917-697-3008
Portfolio / reporting / TAMPCRMFinancial planning software
45
GAGNON ADVISORS reported RAUM up 28% ($141.9M -> $181.1M). IAPD ↗fund
$181.1M RAUM · 6 reps · 212-554-5060
Portfolio / reporting / TAMPCRMFinancial planning software
45
CARRHAE CAPITAL reported RAUM up 87% ($1.76B -> $3.30B). IAPD ↗foreign
$3.30B RAUM · 10 reps · +44 203 205 4850 · carrhaecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED reported RAUM up 78% ($7.17B -> $12.75B). IAPD ↗foreign
$12.75B RAUM · 16 reps · 852-3406-8688
Portfolio / reporting / TAMPCRMFinancial planning software
45
AEGON ASSET MANAGEMENT UK PLC reported RAUM up 1980% ($2.09B -> $43.37B). IAPD ↗foreign
$43.37B RAUM · 71 reps · +44 7780932104
Portfolio / reporting / TAMPCRMFinancial planning software
45
ROSENWALD CAPITAL MANAGEMENT, INC. reported RAUM up 30% ($168.5M -> $218.5M). IAPD ↗fund
$218.5M RAUM · 1 reps · 310-318-9000
Portfolio / reporting / TAMPCRMFinancial planning software
45
ARCA INVESTMENT MANAGEMENT, LLC reported RAUM up 26% ($193.8M -> $243.2M). IAPD ↗fund
$243.2M RAUM · 14 reps · (424) 400-7444
Portfolio / reporting / TAMPCRMFinancial planning software
45
NORTH OF SOUTH CAPITAL LLP reported RAUM up 131% ($1.68B -> $3.88B). IAPD ↗foreign
$3.88B RAUM · 8 reps · + 44 207 152 6061 · northofsouth.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
GAOTENG GLOBAL ASSET MANAGEMENT LIMITED reported RAUM up 187% ($2.23B -> $6.39B). IAPD ↗foreign
$6.39B RAUM · 14 reps · +852 3892 8900
Portfolio / reporting / TAMPCRMFinancial planning software
45
TRIUM CAPITAL LLP reported RAUM up 79% ($2.13B -> $3.81B). IAPD ↗foreign
$3.81B RAUM · 25 reps · +44 20 7073 9250 · trium-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
FOREPONT CAPITAL LLC reported RAUM up 26% ($77.8M -> $97.7M). IAPD ↗fund
$97.7M RAUM · 6 reps · 917-209-5589 · forepont.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
VIZCAYA CAPITAL PARTNERS LLC reported RAUM up 30% ($87.9M -> $114.2M). IAPD ↗fund
$114.2M RAUM · 5 reps · 305-602-5725
Portfolio / reporting / TAMPCRMFinancial planning software
45
GLOBAL DELTA CAPITAL, LLC reported RAUM up 30% ($111.0M -> $144.0M). IAPD ↗fund
$144.0M RAUM · 2 reps · 617-430-5460 · globaldeltacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
TRINITY CAPITAL ADVISER LLC reported RAUM up 25% ($60.0M -> $75.2M). IAPD ↗fund
$75.2M RAUM · 61 reps · 480-374-5350
Portfolio / reporting / TAMPCRMFinancial planning software
45
EMBLEM GROUP, L.P. reported RAUM up 29% ($191.9M -> $248.1M). IAPD ↗fund
$248.1M RAUM · 5 reps · 781-208-2409 · emblem.investments
Portfolio / reporting / TAMPCRMFinancial planning software
45
TAULA CAPITAL MANAGEMENT (UK) LLP reported RAUM up 111% ($75.87B -> $160.37B). IAPD ↗foreign
$160.37B RAUM · 20 reps · 44 20 4570 2067
Portfolio / reporting / TAMPCRMFinancial planning software
45
TAULA CAPITAL MANAGEMENT (US) LLC reported RAUM up 111% ($75.87B -> $160.37B). IAPD ↗foreign
$160.37B RAUM · 8 reps · 44-20-4570-2067 · taulacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED reported RAUM up 111% ($75.87B -> $160.37B). IAPD ↗foreign
$160.37B RAUM · 3 reps · 44-20-4570-2067 · taulacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
APEX INVESTMENTS MANAGEMENT, S.A. reported RAUM up 108% ($134.3M -> $279.5M). IAPD ↗foreign
$279.5M RAUM · 7 reps · -22576055 · apexcapitalpe.com
Portfolio / reporting / TAMPCRMFinancial planning software
42
HILLSDALE INVESTMENT MANAGEMENT INC. reported RAUM up 60% ($2.79B -> $4.46B). IAPD ↗foreign
$4.46B RAUM · 29 reps · 416-913-3900
Portfolio / reporting / TAMPCRMFinancial planning software
42
KAISER PARTNER FINANCIAL ADVISORS LTD. reported RAUM up 74% ($563.9M -> $981.7M). IAPD ↗foreign
$981.7M RAUM · 5 reps · +41 44 752 51 52
Portfolio / reporting / TAMPCRMFinancial planning software
40
NAVALFA ACTIVOS ALTERNATIVOS reported RAUM up 171% ($12.9M -> $34.9M). IAPD ↗foreign
$34.9M RAUM · 3 reps · 52 55 3701 6429
Portfolio / reporting / TAMPCRMFinancial planning software
40
AISA INTERNATIONAL reported RAUM up 439% ($21.0M -> $113.4M). IAPD ↗foreign
$113.4M RAUM · 1 reps · 0044-1672-569966
Portfolio / reporting / TAMPCRMFinancial planning software
40
RAISON ASSET MANAGEMENT reported RAUM up 266% ($55.6M -> $203.5M). IAPD ↗foreign
$203.5M RAUM · 5 reps · +372 6600288 · wealth.raison.app
Portfolio / reporting / TAMPCRMFinancial planning software
40
BRIGHTSTONE CAPITAL MANAGEMENT, LLC reported RAUM up 143% ($12.6M -> $30.5M). IAPD ↗foreign
$30.5M RAUM · 1 reps · 1 (740) 409-8235
Portfolio / reporting / TAMPCRMFinancial planning software
40
CAIN INTERNATIONAL ADVISERS LIMITED reported RAUM up 51% ($3.09B -> $4.67B). IAPD ↗foreign
$4.67B RAUM · 75 reps · 44 (0)20 7569 9000 · cainint.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
T. ROWE PRICE JAPAN, INC. reported RAUM up 51% ($19.81B -> $29.90B). IAPD ↗foreign
$29.90B RAUM · 29 reps · 81 3 6758 3800 · troweprice.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
MODUM ASSET MANAGEMENT LLC reported RAUM up 242% ($50.6M -> $172.9M). IAPD ↗foreign
$172.9M RAUM · 4 reps · (332) 261-7382 · modumam.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
AMBERLAKE PARTNERS SAM reported RAUM up 97% ($29.0M -> $57.2M). IAPD ↗foreign
$57.2M RAUM · 3 reps · 37792001710 · amberlakepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
39
HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED reported RAUM up 47% ($87.57B -> $128.35B). IAPD ↗foreign
$128.35B RAUM · 104 reps · 852-2284-1111
Portfolio / reporting / TAMPCRMFinancial planning software
39
ANALYST PORTFOLIO MANAGEMENT LTD. reported RAUM up 45% ($1.03B -> $1.50B). IAPD ↗foreign
$1.50B RAUM · 21 reps · 972-3-7147147 · analyst.co.il
Portfolio / reporting / TAMPCRMFinancial planning software
39
ASTIGNES CAPITAL ASIA PTE. LTD. reported RAUM up 48% ($1.14B -> $1.69B). IAPD ↗foreign
$1.69B RAUM · 20 reps · +(65) 6622 8288 · astignes.com
Portfolio / reporting / TAMPCRMFinancial planning software
39
OCEANIC INVESTMENT MANAGEMENT LIMITED reported RAUM up 71% ($116.1M -> $198.7M). IAPD ↗foreign
$198.7M RAUM · 6 reps · +44 1624 663616 · oceanicim.com
Portfolio / reporting / TAMPCRMFinancial planning software
39
PGIM PRIVATE ALTERNATIVES (UK) LIMITED reported RAUM up 47% ($3.00B -> $4.40B). IAPD ↗foreign
$4.40B RAUM · 47 reps · +44 (0) 207 766 2400
Portfolio / reporting / TAMPCRMFinancial planning software
39
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED reported RAUM up 48% ($85.54B -> $126.66B). IAPD ↗foreign
$126.66B RAUM · 66 reps · 852-2800-2800
Portfolio / reporting / TAMPCRMFinancial planning software
38
POLUS CAPITAL MANAGEMENT LIMITED reported RAUM up 41% ($4.28B -> $6.05B). IAPD ↗foreign
$6.05B RAUM · 40 reps · 44-20-7259-4800 · poluscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
KEYWISE CAPITAL MANAGEMENT (HK) LIMITED reported RAUM up 43% ($1.43B -> $2.05B). IAPD ↗foreign
$2.05B RAUM · 8 reps · +852 2815 7991 · keywisecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
BLUECOVE LIMITED reported RAUM up 41% ($7.87B -> $11.11B). IAPD ↗foreign
$11.11B RAUM · 20 reps · 44 (0) 203 146 1500 · bluecove.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
CSOP ASSET MANAGEMENT LIMITED reported RAUM up 38% ($13.71B -> $18.91B). IAPD ↗foreign
$18.91B RAUM · 21 reps · 852 3406-5652
Portfolio / reporting / TAMPCRMFinancial planning software
37
SERONE CAPITAL MANAGEMENT LLP reported RAUM up 39% ($2.00B -> $2.78B). IAPD ↗foreign
$2.78B RAUM · 15 reps · 44 20 3405 7350 · seronecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
EATON VANCE ADVISERS INTERNATIONAL LTD. reported RAUM up 39% ($25.78B -> $35.94B). IAPD ↗foreign
$35.94B RAUM · 62 reps · 44 (0) 203 207 1900
Portfolio / reporting / TAMPCRMFinancial planning software
37
ALPEN PARTNERS INTERNATIONAL AG reported RAUM up 36% ($1.03B -> $1.39B). IAPD ↗foreign
$1.39B RAUM · 32 reps · 0041581057550 · alpeninternational.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
BW ASSET MANAGEMENT LTD reported RAUM up 62% ($83.9M -> $135.9M). IAPD ↗foreign
$135.9M RAUM · 22 reps · +1 3457438805
Portfolio / reporting / TAMPCRMFinancial planning software
37
CONVERIUM CAPITAL INC. reported RAUM up 46% ($521.4M -> $762.0M). IAPD ↗foreign
$762.0M RAUM · 5 reps · 514-418-0201
Portfolio / reporting / TAMPCRMFinancial planning software
37
ARINI CAPITAL MANAGEMENT LIMITED reported RAUM up 35% ($13.07B -> $17.66B). IAPD ↗foreign
$17.66B RAUM · 30 reps · +44 (0) 204 571 0034 · arini.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED reported RAUM up 31% ($160.70B -> $210.25B). IAPD ↗foreign
$210.25B RAUM · 195 reps · 44 207 992 4172 · globalliquidity.hsbc.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
BROWN ADVISORY LTD. reported RAUM up 33% ($14.64B -> $19.41B). IAPD ↗foreign
$19.41B RAUM · 30 reps · 44 203-301-8130
Portfolio / reporting / TAMPCRMFinancial planning software
36
COMPLUS ASSET MANAGEMENT LIMITED reported RAUM up 32% ($4.07B -> $5.35B). IAPD ↗foreign
$5.35B RAUM · 8 reps · +852 2868 1686 · complusam.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
ZENTIFIC INVESTMENT MANAGEMENT LIMITED reported RAUM up 35% ($1.01B -> $1.36B). IAPD ↗foreign
$1.36B RAUM · 5 reps · 852-3163-8177 · zentific-im.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
AXIOM ALTERNATIVE INVESTMENTS reported RAUM up 32% ($1.67B -> $2.21B). IAPD ↗foreign
$2.21B RAUM · 6 reps · 330144694390 · axiom-ai.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
FARRINGDON ASSET MANAGEMENT PTE LTD reported RAUM up 44% ($237.5M -> $341.2M). IAPD ↗foreign
$341.2M RAUM · 11 reps · -65316115 · farringdon.com.sg
Portfolio / reporting / TAMPCRMFinancial planning software
36
NORTHWALL CAPITAL LLP reported RAUM up 32% ($1.24B -> $1.64B). IAPD ↗foreign
$1.64B RAUM · 8 reps · 44 203 848 5335 · northwallcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. reported RAUM up 33% ($3.09B -> $4.12B). IAPD ↗foreign
$4.12B RAUM · 9 reps · 65-69225800 · kkcaustralia.com.au
Portfolio / reporting / TAMPCRMFinancial planning software
36
COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. reported RAUM up 32% ($4.07B -> $5.35B). IAPD ↗foreign
$5.35B RAUM · 5 reps · 6566225440 · complusam.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. reported RAUM up 40% ($514.3M -> $721.5M). IAPD ↗foreign
$721.5M RAUM · 11 reps · 55 11 5116 1900 · rootcapital.com.br
Portfolio / reporting / TAMPCRMFinancial planning software
36
COMPLUS ASSET MANAGEMENT (UK) LIMITED reported RAUM up 32% ($4.07B -> $5.35B). IAPD ↗foreign
$5.35B RAUM · 4 reps · -787159 · complusam.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
WINTON CAPITAL MANAGEMENT LTD. reported RAUM up 29% ($7.85B -> $10.14B). IAPD ↗foreign
$10.14B RAUM · 35 reps · 44-20-8576-5800
Portfolio / reporting / TAMPCRMFinancial planning software
35
TREE LINE MANAGEMENT reported RAUM up 26% ($1.11B -> $1.40B). IAPD ↗foreign
$1.40B RAUM · 7 reps · 852-2106-0188 · treelineim.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
NAPIER PARK GLOBAL CAPITAL LTD reported RAUM up 27% ($5.14B -> $6.55B). IAPD ↗foreign
$6.55B RAUM · 12 reps · 011-44-207-866-4772 · napierparkglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG reported RAUM up 28% ($1.27B -> $1.62B). IAPD ↗foreign
$1.62B RAUM · 21 reps · 41 44 297 7373
Portfolio / reporting / TAMPCRMFinancial planning software
35
BLACKROCK (SINGAPORE) LIMITED reported RAUM up 30% ($50.66B -> $65.60B). IAPD ↗foreign
$65.60B RAUM · 112 reps · 65 6411 3000
Portfolio / reporting / TAMPCRMFinancial planning software
35
TANAGER WEALTH MANAGEMENT reported RAUM up 25% ($1.01B -> $1.26B). IAPD ↗foreign
$1.26B RAUM · 13 reps · 020 3965 6330
Portfolio / reporting / TAMPCRMFinancial planning software
35
REDWHEEL reported RAUM up 30% ($10.18B -> $13.23B). IAPD ↗foreign
$13.23B RAUM · 38 reps · 44 20 7227 6000
Portfolio / reporting / TAMPCRMFinancial planning software
35
BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED reported RAUM up 26% ($10.82B -> $13.60B). IAPD ↗foreign
$13.60B RAUM · 17 reps · 852-2537-6658 · bosera.com.hk
Portfolio / reporting / TAMPCRMFinancial planning software
35
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED reported RAUM up 29% ($11.89B -> $15.30B). IAPD ↗foreign
$15.30B RAUM · 22 reps · 65 6597 6680 · gordian-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
DAWSON PARTNERS reported RAUM up 28% ($14.43B -> $18.42B). IAPD ↗foreign
$18.42B RAUM · 80 reps · 647-925-1284
Portfolio / reporting / TAMPCRMFinancial planning software
35
HMOUNT ASSET MANAGEMENT (HK) LIMITED reported RAUM up 38% ($207.4M -> $286.5M). IAPD ↗foreign
$286.5M RAUM · 2 reps · (852) 2293 2215/ 2293 2216
Portfolio / reporting / TAMPCRMFinancial planning software
34
BROOKLANDS reported RAUM up 33% ($633.5M -> $844.5M). IAPD ↗foreign
$844.5M RAUM · 2 reps · 44 (0)20 7291 8166 · brooklandsfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
33
BELVOIR WEALTH MANAGEMENT AG reported RAUM up 28% ($224.3M -> $286.8M). IAPD ↗foreign
$286.8M RAUM · 3 reps · 41-43-244-7550
Portfolio / reporting / TAMPCRMFinancial planning software
30
STYLUS CAPITAL LLC reported RAUM up 26% ($48.1M -> $60.7M). IAPD ↗foreign
$60.7M RAUM · 1 reps · +90 536 433 84 66 · styluscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
30
ETNA CAPITAL reported RAUM up 25% ($83.3M -> $104.3M). IAPD ↗foreign
$104.3M RAUM · 7 reps · 85237579745 · etnalabs.co
Portfolio / reporting / TAMPCRMFinancial planning software
state expansion — 1400 Notice-filed in new state(s): the firm is taking clients somewhere new.
55
H.M. PAYSON notice-filed in DE, ID, KS, KY, MI, MN, MS, MT, WY. IAPD ↗
$8.13B RAUM · 31 reps · 207-772-3761 · hmpayson.com
ComplianceMarketing & brand
55
SCHWARTZ & CO. notice-filed in DC, MA, MD, ME, MO, OK, OR, VA, WA. IAPD ↗
$9.07B RAUM · 24 reps · 248-644-2701 · gjsco.com
ComplianceMarketing & brand
55
GOELZER INVESTMENT MANAGEMENT notice-filed in IL, MA, MD, MI, SC. IAPD ↗
$3.85B RAUM · 28 reps · 317-264-2600 · goelzerinc.com
ComplianceMarketing & brand
55
FIRST CITIZENS INVESTOR SERVICES, INC. notice-filed in AK, DC, HI, IA, ID, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, ND, NM, NV, OH, OK, OR, RI, SD, VT, WY. IAPD ↗
$2.10B RAUM · 148 reps · 800-229-0205
ComplianceMarketing & brand
55
WARWICK PARTNERS notice-filed in AZ, CO, FL, GA, LA, NC, NE, NH, VA. IAPD ↗
$2.14B RAUM · 4 reps · (979) 260-9777 · warwickpartners.net
ComplianceMarketing & brand
55
BALDWIN INVESTMENT MANAGEMENT, LLC notice-filed in CA, CO, MA, NH, VA. IAPD ↗
$1.23B RAUM · 8 reps · 610-260-1555 · baldwinmgt.com
ComplianceMarketing & brand
55
JOHNSON INVESTMENT COUNSEL, INC. notice-filed in AR, DE, IA, ND, SD, WY. IAPD ↗
$20.87B RAUM · 73 reps · 513-661-3100 · johnsonmutualfunds.com
ComplianceMarketing & brand
55
WILLIS JOHNSON & ASSOCIATES, INC. notice-filed in AR, FL, MA, NE, NV, NY. IAPD ↗
$1.42B RAUM · 16 reps · 713-439-1200
ComplianceMarketing & brand
55
TRADITION WEALTH MANAGEMENT LLC notice-filed in AK, NC, ND, NV, OR. IAPD ↗
$1.95B RAUM · 28 reps · 952-563-6500 · traditionwealthmanagement.com
ComplianceMarketing & brand
55
M FINANCIAL ASSET MANAGEMENT, INC. notice-filed in GA, IN, MA, MO, OH, TN. IAPD ↗
$1.50B RAUM · 5 reps · 503-232-6960 · mfinwealth.com
ComplianceMarketing & brand
55
HECK CAPITAL ADVISORS, LLC notice-filed in IA, NM, NY, OH, TN, WA. IAPD ↗
$9.67B RAUM · 20 reps · 715-361-1500
ComplianceMarketing & brand
55
PURE FINANCIAL ADVISORS, LLC notice-filed in ME, MT, NM, OK, WY. IAPD ↗
$8.02B RAUM · 64 reps · 866-876-7873 · purefinancial.com
ComplianceMarketing & brand
55
BERKSHIRE ASSET MANAGEMENT, LLC notice-filed in AK, MO, NH, OK, RI, SD, UT, WA, WV, WY. IAPD ↗
$2.54B RAUM · 6 reps · 570-825-2600 · berkshireasset.com
ComplianceMarketing & brand
55
INSIGHT INVESTMENT notice-filed in AK, AL, AR, AZ, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
$140.37B RAUM · 83 reps · 212-527-1800 · insightinvestment.com
ComplianceMarketing & brand
55
BALEFIRE, LLC notice-filed in AL, GA, MS, NC, WA. IAPD ↗
$1.24B RAUM · 36 reps · 972-361-1001
ComplianceMarketing & brand
55
INTEGRATED ADVISORS NETWORK LLC notice-filed in HI, IA, KY, MI, MS, MT, RI, SD, VT, WI, WV, WY. IAPD ↗
$4.59B RAUM · 83 reps · 855-729-4222 · zimwags.com
ComplianceMarketing & brand
55
PINE VALLEY INVESTMENTS notice-filed in AZ, CO, CT, IL, LA, MI, TN. IAPD ↗
$2.18B RAUM · 30 reps · 856-334-8260
ComplianceMarketing & brand
55
STANSBERRY ASSET MANAGEMENT, LLC notice-filed in DE, ME, MS, ND, SD, VT. IAPD ↗
$1.05B RAUM · 13 reps · 646-854-4370 · stansberryam.com
ComplianceMarketing & brand
55
CRESTWOOD ADVISORS notice-filed in IN, LA, MN, MO, OH, UT, WA. IAPD ↗
$7.02B RAUM · 55 reps · 617-523-8880
ComplianceMarketing & brand
55
PERENNIAL FINANCIAL SERVICES notice-filed in MI, MO, ND, NH, NM, OH, SC. IAPD ↗
$1.90B RAUM · 42 reps · 310-445-2504
ComplianceMarketing & brand
55
VIDENT ASSET MANAGEMENT notice-filed in CT, KS, MN, MO, NV, OK. IAPD ↗
$12.09B RAUM · 8 reps · 404-267-1501 · videntam.com
ComplianceMarketing & brand
55
TOWNSQUARE CAPITAL, LLC notice-filed in AL, AR, DC, DE, MS, ND, NH, NJ, OK, PA, PR, RI, VI, VT, WI, WV. IAPD ↗
$14.99B RAUM · 8 reps · 385-375-8650 · orion.com
ComplianceMarketing & brand
55
N.E.W. ADVISORY SERVICES, LLC notice-filed in KY, NV, OH, PA, WA. IAPD ↗
$1.34B RAUM · 12 reps · 920-712-7800 · johnsonwealth.net
ComplianceMarketing & brand
55
WILKINSON GLOBAL ASSET MANAGEMENT LLC notice-filed in CO, DC, ID, MD, MI, WI. IAPD ↗
$2.05B RAUM · 6 reps · 212-301-6864 · wilkinsongam.com
ComplianceMarketing & brand
55
QUANTINNO CAPITAL MANAGEMENT LP notice-filed in AR, HI, ID, MS, ND, NE, NH, NM, OK, PR, RI, VI, VT, WI, WV. IAPD ↗
$14.32B RAUM · 5 reps · (212) 313-9431 · quantinno.com
ComplianceMarketing & brand
55
TRANSCEND CAPITAL ADVISORS, LLC notice-filed in HI, ID, KY, ME, NE, WA. IAPD ↗
$3.10B RAUM · 31 reps · (973) 370-3203
ComplianceMarketing & brand
55
FORTIS CAPITAL ADVISORS, LLC notice-filed in AL, OH, RI, TN, WI. IAPD ↗
$1.21B RAUM · 54 reps · (913) 222-8862 · fortiscapitaladvisors.com
ComplianceMarketing & brand
55
THE BALDWIN GROUP WEALTH ADVISORS, LLC notice-filed in AR, CO, KS, MI, MN, MT, NC, UT. IAPD ↗
$21.04B RAUM · 36 reps · 813-934-2743 · baldwin.com
ComplianceMarketing & brand
55
ARS WEALTH ADVISORS notice-filed in DC, IN, MD, NJ, SC. IAPD ↗
$1.47B RAUM · 12 reps · 727-322-7681 · focusfinancialpartners.com
ComplianceMarketing & brand
55
BROOKWOOD INVESTMENT GROUP notice-filed in CO, DE, IA, ID, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NY, SC, VA. IAPD ↗
$1.06B RAUM · 24 reps · 4806463504 · ckwmg.com
ComplianceMarketing & brand
55
UNITED ADVISOR GROUP notice-filed in AK, DC, KS, MA, NE, NH, NJ, OR, UT, WA. IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
ComplianceMarketing & brand
55
MODERN WEALTH MANAGEMENT, LLC notice-filed in AK, HI, ME, MS, ND, NM, RI, UT, VI, VT, WY. IAPD ↗
$6.15B RAUM · 54 reps · 913-393-1000 · erstpa.com
ComplianceMarketing & brand
55
TRIBRIDGE PARTNERS FINANCIAL LLC notice-filed in CA, DC, FL, TX, VA. IAPD ↗
$1.20B RAUM · 8 reps · 240-422-8799 · tribridgepartnersfinancial.com
ComplianceMarketing & brand
53
ABNER HERRMAN & BROCK, LLC notice-filed in AZ, DC, HI, NV. IAPD ↗
$2.43B RAUM · 5 reps · 201-484-2000 · ahbi.com
ComplianceMarketing & brand
53
GREENBERG FINANCIAL GROUP notice-filed in CA, KY, MI, MN, NV, NY, OH, OR, WA. IAPD ↗
$331.2M RAUM · 5 reps · 520-544-4909 · greenbergfinancial.com
ComplianceMarketing & brand
53
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. notice-filed in IL, MT, NC, WY. IAPD ↗
$8.99B RAUM · 27 reps · 503-226-1444
ComplianceMarketing & brand
53
CHOATE INVESTMENT ADVISORS notice-filed in GA, MT, NE, OH. IAPD ↗
$8.88B RAUM · 17 reps · 617-973-4900 · choateia.com
ComplianceMarketing & brand
53
DOLIVER ADVISORS, L.P. notice-filed in CO, GA, IL, MD, MI, MO, NC, NJ, NM, OR, SC, TN, VA. IAPD ↗
$599.5M RAUM · 6 reps · 713-917-0022
ComplianceMarketing & brand
53
ASSET PRESERVATION ADVISORS, LLC notice-filed in IA, MN, NH, WV. IAPD ↗
$10.65B RAUM · 21 reps · 404-261-1333 · assetpreservationadvisors.com
ComplianceMarketing & brand
53
CAPSTONE FINANCIAL ADVISORS INC notice-filed in NC, NJ, VA, WA. IAPD ↗
$2.44B RAUM · 25 reps · 630-241-0833 · capstone-advisors.com
ComplianceMarketing & brand
53
OARSMAN CAPITAL, INC notice-filed in AK, CO, NE, NH, SC, TN, VA. IAPD ↗
$926.8M RAUM · 13 reps · 414-221-0081 · oarsman.net
ComplianceMarketing & brand
53
PENN DAVIS MCFARLAND INC notice-filed in CA, CO, MT, NY. IAPD ↗
$1.26B RAUM · 7 reps · 214-871-2772 · pdavis.org
ComplianceMarketing & brand
53
CMG CAPITAL MANAGEMENT GROUP, INC. notice-filed in IA, ID, IN, KS, NJ, NM, NV. IAPD ↗
$251.1M RAUM · 5 reps · 610-989-9090 · cmgprivatewealth.com
ComplianceMarketing & brand
53
MINDFUL ASSET PLANNING notice-filed in AZ, FL, NE, TX, WI. IAPD ↗
$452.0M RAUM · 2 reps · 952-432-4666
ComplianceMarketing & brand
53
RESOURCE FINANCIAL GROUP, LTD. notice-filed in AZ, CA, CO, FL, NH, NY. IAPD ↗
$542.6M RAUM · 2 reps · 847-256-7495 · rfgltd.com
ComplianceMarketing & brand
53
ADIRONDACK FINANCIAL SERVICES CORP notice-filed in DE, KS, MI, NM, UT, WI. IAPD ↗
$411.9M RAUM · 9 reps · 315-724-4186
ComplianceMarketing & brand
53
APRIO WEALTH MANAGEMENT, LLC notice-filed in AZ, CT, MN, OH. IAPD ↗
$2.64B RAUM · 24 reps · 404-892-9651 · wealth.aprio.com
ComplianceMarketing & brand
53
ABG CONSULTANTS notice-filed in AL, LA, ME, MS, MT, OK. IAPD ↗
$576.3M RAUM · 3 reps · 801-486-5069 · consultabg.com
ComplianceMarketing & brand
53
NESTEGGS, INC. notice-filed in IL, NC, NJ, NY, PA, SC, VA. IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
ComplianceMarketing & brand
53
MONARCH WEALTH STRATEGIES notice-filed in CO, MO, NV, NY, OR, WA. IAPD ↗
$434.8M RAUM · 8 reps · (805) 564-0800
ComplianceMarketing & brand
53
VERDE CAPITAL MANAGEMENT, INC. notice-filed in GA, IL, NH, OH, TN. IAPD ↗
$605.7M RAUM · 11 reps · 248-528-1870 · verdecm.com
ComplianceMarketing & brand
53
AVIOR WEALTH MANAGEMENT, LLC notice-filed in CT, HI, KY, NJ. IAPD ↗
$5.08B RAUM · 120 reps · 402-218-4064
ComplianceMarketing & brand
53
GIBSON CAPITAL, LLC notice-filed in AZ, GA, NV, VA. IAPD ↗
$2.62B RAUM · 7 reps · 724-934-3200 · gibsoncapital.com
ComplianceMarketing & brand
53
TJT CAPITAL GROUP, LLC notice-filed in AL, DC, GA, KS, ME, MI, MN, MS, WI, WY. IAPD ↗
$294.1M RAUM · 2 reps · 203-504-8850 · tjtcapital.com
ComplianceMarketing & brand
53
CARNEGIE INVESTMENT COUNSEL notice-filed in ID, MO, NM, VT. IAPD ↗
$6.52B RAUM · 40 reps · 216-367-4114
ComplianceMarketing & brand
53
TRIUNE FINANCIAL PARTNERS, LLC notice-filed in MD, NC, OH, WI. IAPD ↗
$1.30B RAUM · 13 reps · 913-825-6100
ComplianceMarketing & brand
53
NEWSQUARE CAPITAL, LLC notice-filed in AZ, GA, KY, MI. IAPD ↗
$1.93B RAUM · 6 reps · 610-325-6117 · newsquarecapital.com
ComplianceMarketing & brand
53
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC notice-filed in AZ, FL, GA, ID, KS, LA, MA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI. IAPD ↗
$744.7M RAUM · 14 reps · 720-500-0050 · mountaincapital.us
ComplianceMarketing & brand
53
BERNARD WEALTH MANAGEMENT CORP. notice-filed in DC, LA, MA, MD, NY, TX, VA, WA. IAPD ↗
$278.4M RAUM · 4 reps · 248-556-2900
ComplianceMarketing & brand
53
MOMENTUM ADVISORS notice-filed in AL, AR, DE, IL, IN, KS, MI, MN, MO, NV, OH, RI, SC, TN, UT, WA, WV. IAPD ↗
$400.1M RAUM · 6 reps · 917-997-4297
ComplianceMarketing & brand
53
VIVALDI CAPITAL MANAGEMENT LP notice-filed in AL, LA, NH, WV. IAPD ↗
$4.65B RAUM · 30 reps · 312.248.8300
ComplianceMarketing & brand
53
RITHOLTZ WEALTH MANAGEMENT notice-filed in AR, MS, SD, WY. IAPD ↗
$5.67B RAUM · 45 reps · (212) 625-1200
ComplianceMarketing & brand
53
APELLA WEALTH notice-filed in IN, ME, NM, NV. IAPD ↗
$4.71B RAUM · 44 reps · 860.785.2260
ComplianceMarketing & brand
53
ALASKA WEALTH ADVISORS notice-filed in FL, MO, UT, VA, VT. IAPD ↗
$925.4M RAUM · 10 reps · 907-272-7575
ComplianceMarketing & brand
53
LEAR INVESTMENT MANAGEMENT notice-filed in CT, IL, MD, MO, NJ, PA. IAPD ↗
$805.7M RAUM · 4 reps · (214) 445-5900 · learim.com
ComplianceMarketing & brand
53
NATIONAL WEALTH MANAGEMENT GROUP, LLC notice-filed in CO, MD, PA, VA, VT. IAPD ↗
$325.7M RAUM · 17 reps · 513-772-2592 · nwmgllc.com
ComplianceMarketing & brand
53
COURIER CAPITAL, LLC notice-filed in IL, LA, OH, SC. IAPD ↗
$3.09B RAUM · 11 reps · 716-883-9595 · couriercapital.com
ComplianceMarketing & brand
53
JAZZ WEALTH MANAGERS, INC. notice-filed in DC, ND, RI, VT, WY. IAPD ↗
$450.7M RAUM · 4 reps · 727.492.0314 · jazzwealth.com
ComplianceMarketing & brand
53
MAYTECH GLOBAL INVESTMENTS notice-filed in CT, MA, OR, PA, TN. IAPD ↗
$848.5M RAUM · 4 reps · 212-899-2730 · maytechglobal.com
ComplianceMarketing & brand
53
PEAK PLANNING GROUP, LLC notice-filed in GA, NJ, SC, TN, VA. IAPD ↗
$650.9M RAUM · 5 reps · 303-991-0056 · peakplan.com
ComplianceMarketing & brand
53
GO INVEST LLC notice-filed in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VI, WA, WI, WY. IAPD ↗
$420.9M RAUM · 1 reps · 801-614-4914 · goinvest.us
ComplianceMarketing & brand
53
CAMPBELL DEEGAN FINANCIAL notice-filed in IL, LA, NE, PA, WI, WV. IAPD ↗
$653.6M RAUM · 3 reps · 804-913-1114 · cdfva.com
ComplianceMarketing & brand
53
PGI WEALTH MANAGEMENT notice-filed in LA, MI, NJ, OR, SC, TN. IAPD ↗
$932.0M RAUM · 8 reps · (888) 493-9022
ComplianceMarketing & brand
53
INDEPENDENCE SQUARE HOLDINGS, LLC notice-filed in DC, IL, MO, OR. IAPD ↗
$1.49B RAUM · 37 reps · 610-520-1500
ComplianceMarketing & brand
53
HOXTON WEALTH USA LLC notice-filed in AL, DE, KY, NE, TN. IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
ComplianceMarketing & brand
53
MILESTONE ASSET MANAGEMENT, LLC notice-filed in MI, NH, SC, TN, WV. IAPD ↗
$546.3M RAUM · 11 reps · 412-643-3058
ComplianceMarketing & brand
53
FAIRWAY WEALTH MANAGEMENT LLC notice-filed in GA, MA, MI, VA. IAPD ↗
$2.61B RAUM · 9 reps · 216-573-7200 · focusfinancialpartners.com
ComplianceMarketing & brand
53
SOUTHWEST INVESTMENT ADVISORS, INC. notice-filed in CT, DC, DE, IA, NE, OK, WY. IAPD ↗
$325.7M RAUM · 4 reps · 520-544-2500 · siatucson.com
ComplianceMarketing & brand
53
VSM WEALTH ADVISORY, LLC notice-filed in IL, MI, MN, NC, NJ, NY, SC. IAPD ↗
$587.1M RAUM · 5 reps · 410-825-8844 · vs-m.com
ComplianceMarketing & brand
53
BLACK DIAMOND FINANCIAL, LLC notice-filed in FL, GA, IL, MD, NC, VT. IAPD ↗
$365.5M RAUM · 2 reps · 201-214-2104 · bdfria.com
ComplianceMarketing & brand
53
49 FINANCIAL notice-filed in AL, AZ, CO, HI, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, UT, VA, WA. IAPD ↗
$871.4M RAUM · 128 reps · 214-563-1190
ComplianceMarketing & brand
53
ABLE FINANCIAL GROUP, LLC notice-filed in DC, FL, GA, MA, MD, UT, VA. IAPD ↗
$571.0M RAUM · 8 reps · 480-258-6104 · ablefinancialgroup.com
ComplianceMarketing & brand
53
TRITONPOINT WEALTH, LLC notice-filed in CO, IL, NE, NH. IAPD ↗
$1.54B RAUM · 9 reps · (301) 799-9001
ComplianceMarketing & brand
51
SECURITY CAPITAL MANAGEMENT notice-filed in CA, CO, MD. IAPD ↗
$1.20B RAUM · 13 reps · 304-233-3312 · hazlettburt.com
ComplianceMarketing & brand
51
MARQUETTE ASSOCIATES, INC. notice-filed in NC, NJ, VA. IAPD ↗
$35.57B RAUM · 57 reps · 312-527-5500
ComplianceMarketing & brand
51
HOWLAND CAPITAL MANAGEMENT LLC notice-filed in DE, MT, WA. IAPD ↗
$3.32B RAUM · 10 reps · 617-357-9110
ComplianceMarketing & brand
51
WILKINS INVESTMENT COUNSEL, INC notice-filed in CT, ME, NY. IAPD ↗
$1.08B RAUM · 6 reps · 617-951-9969 · wilkinsinvest.com
ComplianceMarketing & brand
51
HIRTLE, CALLAGHAN & CO., LLC notice-filed in ID, NH, OR. IAPD ↗
$20.99B RAUM · 50 reps · 610-828-7200 · hirtlecallaghan.com
ComplianceMarketing & brand
51
JAY A. FISHMAN, LTD notice-filed in SC, TN, VA. IAPD ↗
$1.12B RAUM · 4 reps · 248-740-9400 · jaf-ltd.com
ComplianceMarketing & brand
51
ATLAS CAPITAL MANAGEMENT CORP notice-filed in IA, ND, OK, WA. IAPD ↗
$562.6M RAUM · 4 reps · 260-637-2857 · atlascapitalmanagement.com
ComplianceMarketing & brand
51
F L PUTNAM INVESTMENT MANAGEMENT CO. notice-filed in NV, TN, WI. IAPD ↗
$7.70B RAUM · 73 reps · 800-344-3435 · flputnam.com
ComplianceMarketing & brand
51
OPUS CAPITAL MANAGEMENT notice-filed in CA, MI, TX. IAPD ↗
$1.23B RAUM · 3 reps · 513-621-6787 · opus.capital
ComplianceMarketing & brand
51
BRIDGES INVESTMENT MANAGEMENT INC notice-filed in ND, SC, WI. IAPD ↗
$10.38B RAUM · 27 reps · 402-397-4700 · bridgesinv.com
ComplianceMarketing & brand
51
DOUGLASS WINTHROP ADVISORS LLC notice-filed in KY, LA, UT. IAPD ↗
$5.82B RAUM · 17 reps · 212-557-7680 · douglasswinthrop.com
ComplianceMarketing & brand
51
CENTER FOR FINANCIAL PLANNING INC notice-filed in MD, TN, WI. IAPD ↗
$1.71B RAUM · 18 reps · (248)948-7900
ComplianceMarketing & brand
51
STRATEGIC FINANCIAL SERVICES notice-filed in OH, RI, WA. IAPD ↗
$2.28B RAUM · 25 reps · (315)724-1776
ComplianceMarketing & brand
51
PETERSEN HASTINGS WEALTH ADVISORS, INC. notice-filed in MT, NH, NM. IAPD ↗
$1.28B RAUM · 18 reps · 509-735-0484 · petersenhastings.com
ComplianceMarketing & brand
51
LEE DANNER & BASS INC notice-filed in CA, CO, NY. IAPD ↗
$1.76B RAUM · 6 reps · 615-244-7775 · leedannerbass.com
ComplianceMarketing & brand
51
TLG ADVISORS, INC. notice-filed in DC, NM, SD. IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
ComplianceMarketing & brand
51
CAPITAL ADVISORS GROUP, INC notice-filed in CT, VA, WA. IAPD ↗
$26.03B RAUM · 22 reps · 617-630-8100 · capitaladvisors.com
ComplianceMarketing & brand
51
WELCH & FORBES LLC notice-filed in AZ, MT, NC. IAPD ↗
$9.16B RAUM · 11 reps · 617-523-1635 · welchforbes.com
ComplianceMarketing & brand
51
EFS ADVISORS notice-filed in DC, ME, NJ. IAPD ↗
$2.27B RAUM · 52 reps · 763-689-9023 · tsainvest.com
ComplianceMarketing & brand
51
WAVERLY ADVISORS, LLC notice-filed in AK, HI, RI. IAPD ↗
$16.13B RAUM · 152 reps · 205-871-3334
ComplianceMarketing & brand
51
ALEXANDER LABRUNERIE & CO., INC. notice-filed in GA, NC, PA, WA. IAPD ↗
$525.1M RAUM · 5 reps · 573-449-5313 · labrunerie.com
ComplianceMarketing & brand
51
KELLEHER FINANCIAL ADVISORS, LLC notice-filed in CO, VA, VT. IAPD ↗
$1.03B RAUM · 8 reps · 212-709-9400 · kf-advisors.com
ComplianceMarketing & brand
51
PROVENANCE WEALTH ADVISORS notice-filed in MS, NE, NH. IAPD ↗
$3.52B RAUM · 21 reps · 954-712-8888
ComplianceMarketing & brand
51
STRAIGHTLINE notice-filed in AK, CT, NE. IAPD ↗
$1.11B RAUM · 10 reps · 248-269-8366
ComplianceMarketing & brand
51
SUMMITRY, LLC notice-filed in MD, NH, NJ. IAPD ↗
$3.01B RAUM · 14 reps · 650-212-2240 · summitry.com
ComplianceMarketing & brand
51
AMERICAN INDEPENDENT SECURITIES GROUP, LLC notice-filed in CT, MD, OK, PR. IAPD ↗
$604.9M RAUM · 34 reps · 208-489-3131
ComplianceMarketing & brand
51
GRAYPOINT LLC notice-filed in DE, IL, OH. IAPD ↗
$4.65B RAUM · 36 reps · (518) 641-6860 · graypointllc.com
ComplianceMarketing & brand
51
CS PLANNING CORP notice-filed in IN, MN, MT. IAPD ↗
$1.27B RAUM · 48 reps · 503-292-5853 · seltunfg.com
ComplianceMarketing & brand
51
FFT WEALTH MANAGEMENT notice-filed in CA, MA, NC. IAPD ↗
$6.05B RAUM · 26 reps · 610-545-6100 · fftwealth.com
ComplianceMarketing & brand
51
CLEAR HARBOR ASSET MANAGEMENT, LLC notice-filed in LA, NC, RI. IAPD ↗
$1.74B RAUM · 19 reps · 212-867-7310
ComplianceMarketing & brand
51
ROVIN CAPITAL notice-filed in ID, NC, NE, NV. IAPD ↗
$710.7M RAUM · 9 reps · 480-739-2110 · facadvisors.com
ComplianceMarketing & brand
51
TAMAR SECURITIES, LLC notice-filed in GA, MT, VA. IAPD ↗
$1.30B RAUM · 13 reps · 818-914-7460
ComplianceMarketing & brand
51
PERSONAL CFO SOLUTIONS LLC notice-filed in DC, MI, OH. IAPD ↗
$1.38B RAUM · 14 reps · 908-955-7055 · pcfos.com
ComplianceMarketing & brand
51
MJ RETIREMENT notice-filed in CO, OH, TX. IAPD ↗
$5.07B RAUM · 7 reps · 317-805-7500 · mjretirement.com, https
ComplianceMarketing & brand
51
STRATEGIC WEALTH INVESTMENT GROUP, LLC notice-filed in ID, KS, NM. IAPD ↗
$1.11B RAUM · 41 reps · 502-412-3354 · atasteofretirement.com
ComplianceMarketing & brand
51
WEALTHCARE ADVISORY PARTNERS LLC notice-filed in AK, ID, VT. IAPD ↗
$6.02B RAUM · 154 reps · 804.644.4711
ComplianceMarketing & brand
51
CYNOSURE GROUP, LLC notice-filed in DE, KS, MD. IAPD ↗
$6.57B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com
ComplianceMarketing & brand
51
WEST RIDGE ADVISORS notice-filed in AL, CO, NH, TX. IAPD ↗
$268.1M RAUM · 10 reps · (702) 547-9483 · westridgeadvisors.com
ComplianceMarketing & brand
51
DENVER WEALTH MANAGEMENT, INC. notice-filed in AK, IL, MT, NC. IAPD ↗
$435.7M RAUM · 10 reps · (303) 261-8015
ComplianceMarketing & brand
51
SFG WEALTH MANAGEMENT notice-filed in CO, OH, SC, TN. IAPD ↗
$643.6M RAUM · 11 reps · 410-825-3200
ComplianceMarketing & brand
51
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. notice-filed in IL, NV, OR, WA. IAPD ↗
$308.5M RAUM · 5 reps · (805) 543-4366 · mybbfa.com
ComplianceMarketing & brand
51
WEAVER CONSULTING GROUP, LLC notice-filed in NC, NE, NV, TN. IAPD ↗
$892.9M RAUM · 3 reps · (714)536-4065
ComplianceMarketing & brand
51
ACCURATE WEALTH MANAGEMENT, LLC notice-filed in AK, DE, OH. IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
ComplianceMarketing & brand
51
FERMATA ADVISORS notice-filed in FL, NV, TN. IAPD ↗
$1.15B RAUM · 17 reps · (707) 938-7414
ComplianceMarketing & brand
51
COTTONWOOD WEALTH STRATEGIES, LLC notice-filed in AZ, ID, OR, TX. IAPD ↗
$306.3M RAUM · 2 reps · 385-853-5000 · cottonwoodws.com
ComplianceMarketing & brand
51
UNIQUE WEALTH, LLC notice-filed in AL, CA, NE, PA. IAPD ↗
$766.5M RAUM · 11 reps · 813-816-2030 · uniquewealth.com
ComplianceMarketing & brand
51
SMITH GROUP ASSET MANAGEMENT, LLC notice-filed in DC, LA, SC. IAPD ↗
$1.71B RAUM · 8 reps · 214-880-4600 · smithasset.com
ComplianceMarketing & brand
51
APOLLON FINANCIAL, LLC notice-filed in CT, GA, MN, MO. IAPD ↗
$890.4M RAUM · 13 reps · 843-579-0018 · apollonfinancial.com
ComplianceMarketing & brand
51
ETHOS FINANCIAL GROUP, LLC notice-filed in GA, IL, NM. IAPD ↗
$1.58B RAUM · 27 reps · 484-889-7270 · ethosfg.com
ComplianceMarketing & brand
51
BEAUMONT FINANCIAL PARTNERS notice-filed in DC, IA, KY. IAPD ↗
$3.38B RAUM · 14 reps · 781-400-2800
ComplianceMarketing & brand
51
CASCADE FINANCIAL PARTNERS, LLC notice-filed in LA, NH, NJ. IAPD ↗
$1.16B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
ComplianceMarketing & brand
51
SPIREPOINT PRIVATE CLIENT, LLC notice-filed in CO, GA, SC. IAPD ↗
$1.12B RAUM · 4 reps · 772-316-1271 · spirepointpc.com
ComplianceMarketing & brand
51
HAVEN PRIVATE notice-filed in CA, CO, NC, NY. IAPD ↗
$351.4M RAUM · 5 reps · 321-329-8674 · havenprivate.com
ComplianceMarketing & brand
51
PLATFORM WEALTH ADVISORS notice-filed in GA, NC, NY, PA. IAPD ↗
$328.6M RAUM · 9 reps · (385) 243-0553
ComplianceMarketing & brand
50
WATER VALLEY INVESTMENT ADVISORS, INC. notice-filed in CO, DE, FL, IN, MI, MN, MO, MT, ND, OK, SD. IAPD ↗
$141.2M RAUM · 3 reps · 630-926-0537 · wviainc.com
ComplianceMarketing & brand
50
CAPITAL MANAGEMENT SERVICES, INC. notice-filed in AZ, CO, MI, NY, WY. IAPD ↗
$141.7M RAUM · 4 reps · 636-207-5829 · foutsretirementplanning.com
ComplianceMarketing & brand
50
RICHARDSON FINANCIAL SERVICES notice-filed in AZ, CT, GA, ME, SC. IAPD ↗
$212.9M RAUM · 3 reps · 508.533.2335 · rfsria.com
ComplianceMarketing & brand
50
THE RIKOON GROUP, LLC notice-filed in CA, FL, NC, NH, NM, NY, OR, WY. IAPD ↗
$72.2M RAUM · 2 reps · 505-989-3581 · rikoongroup.com
ComplianceMarketing & brand
50
STOREHOUSE FINANCIAL LLC notice-filed in CO, KS, MO, NC, WA. IAPD ↗
$207.9M RAUM · 3 reps · 877-305-3233 · storehousefinancial.com
ComplianceMarketing & brand
50
FIRST CITIZENS ASSET MANAGEMENT, INC notice-filed in AL, IN, KS, MO, OH, WY. IAPD ↗
$167.0M RAUM · 33 reps · 800-229-0205 · firstcitizens.com
ComplianceMarketing & brand
50
MCALVANY WEALTH MANAGEMENT, LLC notice-filed in AK, HI, IA, IL, MI, NY, SC. IAPD ↗
$137.1M RAUM · 6 reps · 866-211-8970 · mcalvany.com
ComplianceMarketing & brand
50
METANOIA FINANCIAL, LLC notice-filed in FL, GA, IL, NC, NJ, TX. IAPD ↗
$125.2M RAUM · 1 reps · 267-367-6077
ComplianceMarketing & brand
50
DESERT ROSE CAPITAL MANAGEMENT, INC. notice-filed in AR, MN, NC, PA, SC, TN, VA. IAPD ↗
$112.7M RAUM · 11 reps · 208 297-2710 · desertrosecapital.com
ComplianceMarketing & brand
50
BRIDGELIGHT CAPITAL LLC notice-filed in CO, GA, MT, NY, OR. IAPD ↗
$120.7M RAUM · 3 reps · 480-270-5240
ComplianceMarketing & brand
50
EQUITY ARMOR INVESTMENTS notice-filed in CA, FL, NC, TX, UT. IAPD ↗
$171.1M RAUM · 3 reps · 312-318-9191
ComplianceMarketing & brand
50
IQVESTMENT, LLC notice-filed in AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, MD, MI, MN, MS, NC, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI. IAPD ↗
$10.9M RAUM · 2 reps · 877-486-4702 · iqvestment.io
ComplianceMarketing & brand
50
STERLING RETIREMENT GROUP OF SACRAMENTO notice-filed in AZ, ID, TN, TX, WA. IAPD ↗
$177.0M RAUM · 3 reps · 916-724-1702
ComplianceMarketing & brand
50
JIM SAULNIER & ASSOCIATES, LLC notice-filed in AZ, FL, LA, MI, NY. IAPD ↗
$180.0M RAUM · 3 reps · 970-530-0556 · jimhelps.com
ComplianceMarketing & brand
50
ORCHARD ADVISORS notice-filed in IL, MA, MI, NC, PA, UT. IAPD ↗
$74.1M RAUM · 5 reps · 315-655-1072
ComplianceMarketing & brand
50
SKY ALPHA ASSET ADVISORS LLC notice-filed in CT, HI, ME, MI, NJ, WI. IAPD ↗
$208.0M RAUM · 2 reps · 561-410-7790 · skyalphaadvisors.com
ComplianceMarketing & brand
50
RETIRABLE notice-filed in AL, CO, DC, DE, IA, ID, KY, LA, ME, MN, MO, MT, NH, NM, OK, UT, VT, WV. IAPD ↗
$130.6M RAUM · 9 reps · 833 222 1807
ComplianceMarketing & brand
50
SKYBOUND WEALTH MANAGEMENT USA, LLC notice-filed in CT, IL, MA, NJ, PA. IAPD ↗
$160.6M RAUM · 6 reps · 1-346-845-0001
ComplianceMarketing & brand
50
NORMANDY INVESTMENT ADVISORS notice-filed in AZ, CO, FL, LA, MN, WI. IAPD ↗
$142.0M RAUM · 6 reps · 913-914-1944 · normandyia.com
ComplianceMarketing & brand
50
PEAK RETIREMENT PLANNING, INC. notice-filed in CA, FL, MD, NE, TX, VA. IAPD ↗
$242.5M RAUM · 14 reps · (614) 500-4121 · peakretirementplanning.com
ComplianceMarketing & brand
50
FUNDIFY ADVISORS LLC notice-filed in AR, DE, ID, ND, RI. IAPD ↗
$65,051 RAUM · 3 reps · 512-645-1010 · fundify.com
ComplianceMarketing & brand
50
FRUITFUL notice-filed in AZ, CT, KY, MI, MN, MO, NE, RI, SC, TN, WI. IAPD ↗
$9.3M RAUM · 15 reps · 833-784-8050
ComplianceMarketing & brand
50
E6 PORTFOLIOS notice-filed in AZ, CA, FL, ID, NV. IAPD ↗
$134.0M RAUM · 3 reps · 801-545-8706
ComplianceMarketing & brand
50
SPHINX INVESTMENTS LLC notice-filed in CA, FL, MO, MT, NJ, TX, WA. IAPD ↗
$64.7M RAUM · 4 reps · 833-247-7833 · sphinx.com
ComplianceMarketing & brand
50
SYNTHETICFI LLC notice-filed in AZ, NC, NJ, NY, TX, VA. IAPD ↗
$153.2M RAUM · 2 reps · (628) 600-2699 · syntheticfi.com
ComplianceMarketing & brand
50
GREENPORTFOLIO INC. notice-filed in CO, IL, MA, NJ, PA, WA. IAPD ↗
$0 RAUM · 1 reps · 917-719-0206 · greenportfolio.com
ComplianceMarketing & brand
50
HOLISTIC WEALTH ADVISORS notice-filed in CA, CO, FL, IL, NH, NJ, SC, VA. IAPD ↗
$234.3M RAUM · 5 reps · 518.357.3858 · holisticwealthadvisors.com
ComplianceMarketing & brand
50
EVERY SECURITIES LLC notice-filed in CO, FL, IL, MA, NY, OH, OR, TX, WA. IAPD ↗
$0 RAUM · 1 reps · 628-227-6078 · every.io
ComplianceMarketing & brand
50
CREATIVE INVESTMENT GROUP notice-filed in FL, LA, MI, PA, TX. IAPD ↗
$145.8M RAUM · 6 reps · 615 949 9629 · creativeinvests.com
ComplianceMarketing & brand
49
SHUFRO, ROSE & CO., LLC notice-filed in VI, WY. IAPD ↗
$2.17B RAUM · 9 reps · 212-754-5100 · shufrorose.com
ComplianceMarketing & brand
49
FIRST HORIZON ADVISORS, INC notice-filed in IA, MN. IAPD ↗
$13.62B RAUM · 169 reps · 1-800-213-3702 · firsthorizon.com
ComplianceMarketing & brand
49
CITY NATIONAL SECURITIES, INC. notice-filed in AK, AR. IAPD ↗
$1.59B RAUM · 37 reps · 310-888-6400 · cnr.com
ComplianceMarketing & brand
49
HENSSLER FINANCIAL notice-filed in MI, WI. IAPD ↗
$3.40B RAUM · 40 reps · 770-429-9166
ComplianceMarketing & brand
49
CONDOR CAPITAL WEALTH MANAGEMENT notice-filed in OH, SC. IAPD ↗
$2.00B RAUM · 15 reps · 732-356-7323
ComplianceMarketing & brand
49
NBT CAPITAL MANAGEMENT, INC. notice-filed in OH, SC. IAPD ↗
$1.49B RAUM · 4 reps · 607-584-4141 · navigateretirement.com
ComplianceMarketing & brand
49
FAMILY MANAGEMENT CORPORATION notice-filed in KS, NV. IAPD ↗
$4.40B RAUM · 20 reps · 212-872-9600
ComplianceMarketing & brand
49
OXFORD FINANCIAL GROUP, LTD notice-filed in CO, NJ. IAPD ↗
$19.65B RAUM · 34 reps · 317-843-5678 · ofgltd.com
ComplianceMarketing & brand
49
PROFESSIONAL ADVISORY SERVICES INC notice-filed in ID, MA. IAPD ↗
$1.20B RAUM · 9 reps · 772-778-0552 · pa-services.com
ComplianceMarketing & brand
49
YHB INVESTMENT ADVISORS INC notice-filed in MN, WI. IAPD ↗
$1.99B RAUM · 19 reps · 860-561-7050 · yhbia.com
ComplianceMarketing & brand
49
ACCREDITED INVESTORS WEALTH MANAGEMENT notice-filed in MI, MO. IAPD ↗
$3.72B RAUM · 4 reps · 952-841-2222 · accredited.com
ComplianceMarketing & brand
49
AUSTIN ASSET notice-filed in AK, NE. IAPD ↗
$1.67B RAUM · 14 reps · 512-453-6622
ComplianceMarketing & brand
49
RUSSELL INVESTMENTS notice-filed in PR, VI. IAPD ↗
$62.38B RAUM · 122 reps · 206-505-7877
ComplianceMarketing & brand
49
CCM INVESTMENT ADVISERS, LLC notice-filed in AR, MS. IAPD ↗
$1.32B RAUM · 7 reps · 803-254-9500 · ccminc.com
ComplianceMarketing & brand
49
RETIREMENT INVESTMENT ADVISORS INC notice-filed in AL, WI. IAPD ↗
$1.27B RAUM · 8 reps · 405-842-3443 · theretirementpath.com
ComplianceMarketing & brand
49
BROWN ADVISORY notice-filed in CA, GA. IAPD ↗
$7.32B RAUM · 21 reps · 757-625-7670
ComplianceMarketing & brand
49
PZENA INVESTMENT MANAGEMENT LLC notice-filed in AK, MN. IAPD ↗
$63.69B RAUM · 51 reps · 212-355-1600
ComplianceMarketing & brand
49
J.M. FORBES & CO. LLP notice-filed in MT, VA. IAPD ↗
$1.43B RAUM · 6 reps · 617-423-5705
ComplianceMarketing & brand
49
BSW WEALTH PARTNERS notice-filed in MD, NE. IAPD ↗
$1.98B RAUM · 20 reps · 303-444-9696
ComplianceMarketing & brand
49
ADELL HARRIMAN & CARPENTER notice-filed in OK, PA. IAPD ↗
$1.76B RAUM · 5 reps · 713-621-1155 · ahcinvest.com
ComplianceMarketing & brand
49
WOODLEY FARRA notice-filed in AK, NE. IAPD ↗
$2.15B RAUM · 9 reps · 317-269-0224 · woodleyfarra.com
ComplianceMarketing & brand
49
AUXIER ASSET MANAGEMENT notice-filed in AZ, ID, VA. IAPD ↗
$855.3M RAUM · 6 reps · 503-885-8807 · auxierasset.com
ComplianceMarketing & brand
49
THE L. WARNER COMPANIES, INC notice-filed in NE, NH, SC. IAPD ↗
$744.6M RAUM · 12 reps · 410-252-0808 · lwarner.com
ComplianceMarketing & brand
49
APRIEM ADVISORS notice-filed in MA, NY. IAPD ↗
$1.23B RAUM · 14 reps · (949) 253-8888 · apriem.com
ComplianceMarketing & brand
49
AMERICAN FINANCIAL ADVISORS INC notice-filed in MN, TN. IAPD ↗
$1.04B RAUM · 9 reps · 407-207-9006
ComplianceMarketing & brand
49
MOSS ADAMS WEALTH ADVISORS LLC notice-filed in MA, WY. IAPD ↗
$4.75B RAUM · 36 reps · 206-302-6500
ComplianceMarketing & brand
49
MOISAND FITZGERALD TAMAYO, LLC notice-filed in AR, MI. IAPD ↗
$1.15B RAUM · 11 reps · 407-869-6228
ComplianceMarketing & brand
49
REDW WEALTH LLC notice-filed in LA, OR, WA. IAPD ↗
$880.9M RAUM · 10 reps · 505-998-3200
ComplianceMarketing & brand
49
CONTRAVISORY INVESTMENT MANAGEMENT, INC. notice-filed in HI, IA, OR. IAPD ↗
$628.2M RAUM · 4 reps · 781-740-1786
ComplianceMarketing & brand
49
MANCHESTER CAPITAL MANAGEMENT LLC notice-filed in MN, NH. IAPD ↗
$3.72B RAUM · 14 reps · 802-362-4410 · mcmllc.com
ComplianceMarketing & brand
49
S & CO., INC. notice-filed in FL, MD. IAPD ↗
$2.28B RAUM · 6 reps · 617-227-8660
ComplianceMarketing & brand
49
SIERRA CAPITAL LLC notice-filed in CO, WY. IAPD ↗
$1.46B RAUM · 5 reps · 212-867-3533 · sierracap.com
ComplianceMarketing & brand
49
WESTWOOD MANAGEMENT CORP notice-filed in OH, SC. IAPD ↗
$12.80B RAUM · 76 reps · 214-756-6900 · westwoodgroup.com
ComplianceMarketing & brand
49
NORTHEAST FINANCIAL notice-filed in MD, NC. IAPD ↗
$4.59B RAUM · 3 reps · 203-226-8997 · nfc-westport.com
ComplianceMarketing & brand
49
SARATOGA RESEARCH & INVESTMENT MANAGEMENT notice-filed in MS, SD. IAPD ↗
$2.51B RAUM · 12 reps · (408) 741-2330 · saratogarim.com
ComplianceMarketing & brand
49
FINANCIAL COUNCIL, LLC notice-filed in NH, TX. IAPD ↗
$1.10B RAUM · 10 reps · 410-821-9200 · financialcouncil.com
ComplianceMarketing & brand
49
TRILLIUM ASSET MANAGEMENT notice-filed in HI, NV. IAPD ↗
$5.01B RAUM · 38 reps · 617-423-6655 · trilliummutualfunds.com
ComplianceMarketing & brand
49
ECLECTIC ASSOCIATES, INC. notice-filed in NC, UT. IAPD ↗
$1.22B RAUM · 9 reps · 714-738-0220 · eclecticassociates.com
ComplianceMarketing & brand
49
XPONANCE, INC. notice-filed in MI, VA. IAPD ↗
$20.49B RAUM · 15 reps · 215-567-1100 · xponance.com
ComplianceMarketing & brand
49
SAND HILL GLOBAL ADVISORS, LLC notice-filed in FL, OR. IAPD ↗
$3.88B RAUM · 16 reps · 650-854-9150
ComplianceMarketing & brand
49
CFM ADVISORS INC notice-filed in CT, TX. IAPD ↗
$3.49B RAUM · 4 reps · 631.657.2135 · cfmadvisorsinc.com
ComplianceMarketing & brand
49
MORLING FINANCIAL ADVISORS, LLC notice-filed in GA, NV, WI. IAPD ↗
$755.7M RAUM · 15 reps · 844-667-5464 · morlingadvisors.com
ComplianceMarketing & brand
49
TRIBUTARY CAPITAL MANAGEMENT, LLC notice-filed in MA, TX. IAPD ↗
$2.19B RAUM · 9 reps · 877-458-0021 · tributarycapital.com
ComplianceMarketing & brand
49
SIGNATUREFD, LLC notice-filed in ME, MO. IAPD ↗
$8.33B RAUM · 46 reps · 404-253-7600 · signaturefd.com
ComplianceMarketing & brand
49
CALLAHAN ADVISORS, LLC notice-filed in FL, MS. IAPD ↗
$1.20B RAUM · 6 reps · 713-572-3366
ComplianceMarketing & brand
49
MAIN STREET RESEARCH LLC notice-filed in AR, IN. IAPD ↗
$2.38B RAUM · 16 reps · 860.435.2350
ComplianceMarketing & brand
49
FINANCIAL SECURITY MANAGEMENT, INC notice-filed in GA, NV, OK. IAPD ↗
$556.0M RAUM · 5 reps · 303-988-1411 · fsm-inc.com
ComplianceMarketing & brand
49
NORTHSTAR FINANCIAL COMPANIES, INC. notice-filed in AZ, GA, MD. IAPD ↗
$443.3M RAUM · 6 reps · 610-629-6100 · northstarfci.com
ComplianceMarketing & brand
49
FINANCIAL MANAGEMENT STRATEGIES, INC. notice-filed in CO, MD, VA. IAPD ↗
$619.5M RAUM · 23 reps · 216-642-1099 · fmstrategies.biz
ComplianceMarketing & brand
49
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. notice-filed in IN, OH. IAPD ↗
$2.20B RAUM · 39 reps · 888-882-0072 · acropolisinvestment.biz
ComplianceMarketing & brand
49
GREENBUSH FINANCIAL GROUP, LLC notice-filed in ME, PA, SC. IAPD ↗
$498.2M RAUM · 3 reps · 518-477-6686
ComplianceMarketing & brand
49
CUTLER INVESTMENT GROUP notice-filed in NE, NH. IAPD ↗
$1.31B RAUM · 16 reps · 541-770-9000
ComplianceMarketing & brand
49
THE RETIREMENT PLANNING GROUP, LLC notice-filed in MD, OK. IAPD ↗
$2.65B RAUM · 28 reps · 913-498-8898
ComplianceMarketing & brand
49
PHILLIPS FINANCIAL notice-filed in MD, WA. IAPD ↗
$2.21B RAUM · 16 reps · 260-420-7732
ComplianceMarketing & brand
49
MULTNOMAH GROUP, INC. notice-filed in HI, IL. IAPD ↗
$2.22B RAUM · 14 reps · 503-772-0159
ComplianceMarketing & brand
49
FIAM LLC notice-filed in WV, WY. IAPD ↗
$270.66B RAUM · 137 reps · 617-563-7000
ComplianceMarketing & brand
49
LONGVIEW WEALTH MANAGEMENT notice-filed in OH, PA. IAPD ↗
$1.10B RAUM · 24 reps · 404-843-3100 · longviewwealthmanagement.com
ComplianceMarketing & brand
49
RAFFA INVESTMENT ADVISERS notice-filed in CA, FL. IAPD ↗
$1.54B RAUM · 5 reps · 202-955-6734
ComplianceMarketing & brand
49
ELEVATION POINT WEALTH PARTNERS, LLC notice-filed in ID, ND. IAPD ↗
$2.43B RAUM · 20 reps · 303-382-2880 · elevationpoint.com
ComplianceMarketing & brand
49
PASSIVE CAPITAL MANAGEMENT, LLC notice-filed in CO, CT, NH. IAPD ↗
$941.5M RAUM · 8 reps · 315-478-3130 · llinkedin.com
ComplianceMarketing & brand
49
PROSPERITY FINANCIAL GROUP, INC. notice-filed in CO, HI, TN. IAPD ↗
$358.9M RAUM · 9 reps · 925-314-8500
ComplianceMarketing & brand
49
NBW CAPITAL LLC notice-filed in CO, ME, NV. IAPD ↗
$622.4M RAUM · 4 reps · 617-482-2222
ComplianceMarketing & brand
49
LYRICAL ASSET MANAGEMENT LP notice-filed in MT, PR. IAPD ↗
$6.81B RAUM · 6 reps · 212-415-6600 · lyricalvaluefunds.com
ComplianceMarketing & brand
49
BRIDGE CITY CAPITAL, LLC notice-filed in CT, MD, NC. IAPD ↗
$393.2M RAUM · 5 reps · 503-265-8554 · bridgecitycap.com
ComplianceMarketing & brand
49
BUTTONWOOD FINANCIAL GROUP, LLC notice-filed in FL, IL, NM. IAPD ↗
$696.3M RAUM · 7 reps · 816-285-9000
ComplianceMarketing & brand
49
TRINITY PORTFOLIO ADVISORS, LLC notice-filed in NV, PA, TN. IAPD ↗
$488.2M RAUM · 8 reps · 817-416-7227 · trinityportfolio.com
ComplianceMarketing & brand
49
WINDROSE ADVISORS LLC notice-filed in NY, TX. IAPD ↗
$2.49B RAUM · 8 reps · (617) 421-1750
ComplianceMarketing & brand
49
FLYNN ZITO CAPITAL MANAGEMENT, LLC notice-filed in DE, GA, MA. IAPD ↗
$672.3M RAUM · 8 reps · (516) 746-9000
ComplianceMarketing & brand
49
GALVIN, GAUSTAD & STEIN, LLC notice-filed in IL, NC. IAPD ↗
$1.22B RAUM · 16 reps · 480-776-1445 · ggsadvisors.com
ComplianceMarketing & brand
49
INSIGHT WEALTH PARTNERS notice-filed in AR, MA, WI. IAPD ↗
$970.3M RAUM · 15 reps · 972-543-4800 · insightwp.com
ComplianceMarketing & brand
49
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT notice-filed in PR, WY. IAPD ↗
$3.19B RAUM · 33 reps · 310-399-6397
ComplianceMarketing & brand
49
LM ADVISORS LLC notice-filed in DE, FL. IAPD ↗
$2.30B RAUM · 8 reps · 619-814-1400 · lmadvisors.com
ComplianceMarketing & brand
49
MODERA WEALTH MANAGEMENT, LLC notice-filed in KS, WV. IAPD ↗
$15.51B RAUM · 113 reps · (201) 768-4600
ComplianceMarketing & brand
49
BEACON CAPITAL MANAGEMENT, LLC notice-filed in MO, WI. IAPD ↗
$1.07B RAUM · 18 reps · 615-224-9794
ComplianceMarketing & brand
49
WWM FINANCIAL notice-filed in NY, UT, WA. IAPD ↗
$342.1M RAUM · 5 reps · (760) 692-5190 · wwmfinancialcarlsbad.com
ComplianceMarketing & brand
49
CAPITAL WEALTH MANAGEMENT, LLC notice-filed in NC, TN. IAPD ↗
$1.00B RAUM · 9 reps · (401) 885-1060
ComplianceMarketing & brand
49
WESTMOUNT PARTNERS, LLC notice-filed in NM, VA. IAPD ↗
$5.20B RAUM · 18 reps · 310-556-2502 · westmount.com
ComplianceMarketing & brand
49
LVW ADVISORS, LLC notice-filed in TN, WA. IAPD ↗
$2.28B RAUM · 11 reps · 585-267-4900 · lvwadvisors.com
ComplianceMarketing & brand
49
TVAMP, LLC notice-filed in MD, NY. IAPD ↗
$1.00B RAUM · 18 reps · 865-226-9982
ComplianceMarketing & brand
49
AVIER WEALTH ADVISORS notice-filed in LA, NE, NH. IAPD ↗
$964.4M RAUM · 14 reps · 425-467-1011
ComplianceMarketing & brand
49
MONTIS FINANCIAL, LLC notice-filed in CO, MD. IAPD ↗
$1.01B RAUM · 17 reps · 781-541-5057 · montisfinancial.com
ComplianceMarketing & brand
49
COLONY FAMILY OFFICES, LLC notice-filed in NY, RI. IAPD ↗
$2.99B RAUM · 4 reps · 704-285-7300 · colonyfamilyoffices.com
ComplianceMarketing & brand
49
SAVOIE CAPITAL LLC notice-filed in CA, TX. IAPD ↗
$1.23B RAUM · 2 reps · 773-573-9043 · savoiecapital.com
ComplianceMarketing & brand
49
CANTER WEALTH notice-filed in LA, NE, NH. IAPD ↗
$275.8M RAUM · 8 reps · 858.812.7550
ComplianceMarketing & brand
49
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC notice-filed in CT, NH, SC. IAPD ↗
$407.2M RAUM · 7 reps · 301-990-4395
ComplianceMarketing & brand
49
MERGANSER CAPITAL MANAGEMENT, LLC notice-filed in NY, TX. IAPD ↗
$17.05B RAUM · 10 reps · 617-494-1000 · merganser.com
ComplianceMarketing & brand
49
MPWM ADVISORY SOLUTIONS LLC notice-filed in CO, IL, MA. IAPD ↗
$320.5M RAUM · 13 reps · 678-566-4001
ComplianceMarketing & brand
49
JOURNEY ADVISORY GROUP, LLC notice-filed in GA, NC. IAPD ↗
$1.47B RAUM · 13 reps · 859-888-0356
ComplianceMarketing & brand
49
DRIVE WEALTH ADVISERS notice-filed in AL, GA. IAPD ↗
$2.18B RAUM · 26 reps · 801-901-6150 · drivewealthadvisers.com
ComplianceMarketing & brand
49
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. notice-filed in IN, MI, NJ. IAPD ↗
$465.1M RAUM · 26 reps · 860.973.3214
ComplianceMarketing & brand
49
FIRST NATIONAL ADVISERS, LLC notice-filed in GA, LA. IAPD ↗
$6.57B RAUM · 28 reps · (800) 538-7298 · privatewealthreserve.com
ComplianceMarketing & brand
49
FOSTER VICTOR WEALTH ADVISORS notice-filed in CT, MA. IAPD ↗
$2.15B RAUM · 19 reps · (864) 720-2000 · fostervictor.com
ComplianceMarketing & brand
49
NICOLET WEALTH MANAGEMENT notice-filed in MT, SC. IAPD ↗
$3.85B RAUM · 34 reps · 920-430-1400 · nicoletbank.com
ComplianceMarketing & brand
49
GOALVEST ADVISORY LLC notice-filed in CA, MA, NJ. IAPD ↗
$628.3M RAUM · 5 reps · (646) 941-8458
ComplianceMarketing & brand
49
XYPN INVEST notice-filed in IN, KS, SD. IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · charlesmichaelfinancial.com
ComplianceMarketing & brand
49
CROSS FINANCIAL ADVISORS notice-filed in IN, OH, UT. IAPD ↗
$418.9M RAUM · 14 reps · (503) 430-0563 · crossfinancialmgmt.com
ComplianceMarketing & brand
49
BORDEAUX WEALTH ADVISORS notice-filed in MN, OH. IAPD ↗
$5.64B RAUM · 27 reps · 650-289-1105 · focusfinancialpartners.com
ComplianceMarketing & brand
49
INTEGRA GLOBAL ADVISORS LLC notice-filed in FL, NY, TX. IAPD ↗
$562.6M RAUM · 12 reps · (203) 266-3942
ComplianceMarketing & brand
49
VERDENCE CAPITAL ADVISORS, LLC notice-filed in MN, VT. IAPD ↗
$3.91B RAUM · 28 reps · 410-472-5380 · verdence.com
ComplianceMarketing & brand
49
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC notice-filed in MD, OH, TN. IAPD ↗
$780.0M RAUM · 33 reps · 913-295-9500
ComplianceMarketing & brand
49
SIGNAL ADVISORS WEALTH, LLC notice-filed in MA, NH. IAPD ↗
$1.16B RAUM · 9 reps · 1-866-774-4625
ComplianceMarketing & brand
49
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC notice-filed in GA, NC, VA. IAPD ↗
$540.3M RAUM · 3 reps · 504-832-3921 · hubbellstrickland.com
ComplianceMarketing & brand
49
IEQ CAPITAL, LLC notice-filed in KY, SC. IAPD ↗
$35.38B RAUM · 140 reps · 650-581-9807 · ieqcapital.com
ComplianceMarketing & brand
49
WILLIAMS JONES WEALTH MANAGEMENT, LLC notice-filed in HI, PR. IAPD ↗
$11.62B RAUM · 18 reps · 212-935-8750 · focusfinancialpartners.com
ComplianceMarketing & brand
49
AUSTIN PRIVATE WEALTH, LLC notice-filed in OR, WI. IAPD ↗
$1.33B RAUM · 20 reps · (512) 886-4114
ComplianceMarketing & brand
49
LEGACY WEALTH notice-filed in AZ, CO, FL. IAPD ↗
$475.0M RAUM · 4 reps · 651-621-2383 · legacywealthwisdom.com
ComplianceMarketing & brand
49
RISKBRIDGE ADVISORS, LLC notice-filed in AZ, CA, WA. IAPD ↗
$833.8M RAUM · 8 reps · (203) 658-6055 · riskbridgeadvisors.com
ComplianceMarketing & brand
49
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC notice-filed in IA, ID. IAPD ↗
$6.68B RAUM · 26 reps · 860-596-8126
ComplianceMarketing & brand
49
KAVAR CAPITAL PARTNERS notice-filed in MA, NC. IAPD ↗
$1.34B RAUM · 4 reps · 913-428-3300 · kavarcapital.com
ComplianceMarketing & brand
49
MILL CAPITAL MANAGEMENT, LLC notice-filed in NY, TX. IAPD ↗
$1.37B RAUM · 3 reps · 980-494-6455
ComplianceMarketing & brand
49
BADGLEY PHELPS WEALTH MANAGERS notice-filed in MA, OH. IAPD ↗
$5.90B RAUM · 26 reps · 206-623-6172
ComplianceMarketing & brand
49
SMART WEALTH, LLC notice-filed in GA, KS, MO. IAPD ↗
$440.0M RAUM · 16 reps · 402-369-7777
ComplianceMarketing & brand
49
ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in MT, PR, VT. IAPD ↗
$581.9M RAUM · 76 reps · 925-272-8850 · encompassmore.com
ComplianceMarketing & brand
49
CAP SIX ADVISORS notice-filed in CO, KS, MO. IAPD ↗
$268.2M RAUM · 3 reps · 281-671-7982 · cap-six.com
ComplianceMarketing & brand
48
CALLAHAN CAPITAL MANAGEMENT notice-filed in NE, OH, OR, TN. IAPD ↗
$193.9M RAUM · 3 reps · 970-870-8750 · callahancapital.com
ComplianceMarketing & brand
48
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC notice-filed in MO, NC, VA, VI. IAPD ↗
$88.7M RAUM · 3 reps · 516-408-1160 · cpasllc.com
ComplianceMarketing & brand
48
SUPERIOR PLANNING, LLC notice-filed in AZ, CO, TX, WA. IAPD ↗
$192.1M RAUM · 7 reps · 858-546-1046
ComplianceMarketing & brand
48
ROOKWOOD WEALTH MANAGEMENT, LLC notice-filed in CA, GA, SC, TX. IAPD ↗
$168.1M RAUM · 1 reps · 513-871-7815
ComplianceMarketing & brand
48
MARSTONE LLC notice-filed in CA, KS, NC, TX. IAPD ↗
$2.1M RAUM · 2 reps · 212.203.7790
ComplianceMarketing & brand
48
VCP FINANCIAL LLC notice-filed in AZ, CT, UT, VA. IAPD ↗
$115.8M RAUM · 4 reps · 212.328.7876 · vcpfinancial.com
ComplianceMarketing & brand
48
DIAMOND WEALTH MANAGEMENT, LLC notice-filed in FL, NM, NV, WY. IAPD ↗
$183.5M RAUM · 6 reps · 801-216-4811 · diamondwealthmgt.com
ComplianceMarketing & brand
48
BRAVIAS FINANCIAL notice-filed in NC, NH, SC, VA. IAPD ↗
$181.0M RAUM · 6 reps · 732-702-2600
ComplianceMarketing & brand
48
INTEGRITY FINANCIAL ADVISORS, LLC notice-filed in CT, FL, IL, VA. IAPD ↗
$124.4M RAUM · 9 reps · 978-338-4830 · integrityfa.com
ComplianceMarketing & brand
48
STEELE STREET CAPITAL LLC notice-filed in FL, MA, NH, TX. IAPD ↗
$101.7M RAUM · 1 reps · 207-475-0060
ComplianceMarketing & brand
48
STRIVE RETIREMENT GROUP notice-filed in CT, NC, NY, VA. IAPD ↗
$0 RAUM · 2 reps · 407-739-6616
ComplianceMarketing & brand
48
EXCELSIOR ADVISOR NETWORK LLC notice-filed in CA, IL, NY, TX. IAPD ↗
$109.5M RAUM · 4 reps · 773-331-4692 · excelsioradvisor.com
ComplianceMarketing & brand
47
NORTHLAND ASSET MANAGEMENT notice-filed in NM, OH. IAPD ↗
$359.9M RAUM · 24 reps · 800-851-2920
ComplianceMarketing & brand
47
LANDAAS & COMPANY notice-filed in WA. IAPD ↗
$1.72B RAUM · 21 reps · 414-223-1099 · landaas.com
ComplianceMarketing & brand
47
CORBYN INVESTMENT MANAGEMENT INC notice-filed in GA, MI. IAPD ↗
$976.2M RAUM · 7 reps · 410-832-5500
ComplianceMarketing & brand
47
SALEM INVESTMENT COUNSELORS INC notice-filed in PA. IAPD ↗
$3.84B RAUM · 11 reps · 336-768-7230 · saleminvestment.com
ComplianceMarketing & brand
47
EVERGREEN CAPITAL MANAGEMENT LLC notice-filed in DC. IAPD ↗
$5.22B RAUM · 26 reps · 425-467-4600
ComplianceMarketing & brand
47
TOTH FINANCIAL ADVISORY CORP notice-filed in MO. IAPD ↗
$1.02B RAUM · 9 reps · 703-443-8684
ComplianceMarketing & brand
47
PLANNED SOLUTIONS, INC. notice-filed in MT, VA. IAPD ↗
$540.0M RAUM · 5 reps · 916-361-0100 · plannedsolutions.com
ComplianceMarketing & brand
47
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. notice-filed in VT. IAPD ↗
$1.39B RAUM · 7 reps · 617-227-3111 · pimboston.com
ComplianceMarketing & brand
47
BROCKENBROUGH notice-filed in CA. IAPD ↗
$5.44B RAUM · 15 reps · 804-288-0404 · jamestownfunds.com
ComplianceMarketing & brand
47
PARAGON CAPITAL MANAGEMENT notice-filed in TX. IAPD ↗
$1.25B RAUM · 4 reps · 303-293-3680 · paragoncapitalco.com
ComplianceMarketing & brand
47
ST. DENIS J. VILLERE & CO., LLC notice-filed in CA. IAPD ↗
$1.53B RAUM · 4 reps · 504-525-0808 · villere.com
ComplianceMarketing & brand
47
JENSEN INVESTMENT MANAGEMENT INC. notice-filed in CO. IAPD ↗
$11.24B RAUM · 15 reps · 503-726-4384
ComplianceMarketing & brand
47
CORNERSTONE CAPITAL, INC. notice-filed in FL. IAPD ↗
$1.26B RAUM · 3 reps · 650-566-9650 · cornerstone-capital.net
ComplianceMarketing & brand
47
POTOMAC FUND MANAGEMENT notice-filed in LA. IAPD ↗
$1.86B RAUM · 24 reps · (305) 824-2702 · potomac.com
ComplianceMarketing & brand
47
PATTEN AND PATTEN, INC. notice-filed in NH. IAPD ↗
$2.06B RAUM · 4 reps · 423.756.3480 · patteninc.com
ComplianceMarketing & brand
47
R M DAVIS INC notice-filed in MT. IAPD ↗
$7.27B RAUM · 24 reps · 207-774-0022 · rmdavis.com
ComplianceMarketing & brand
47
MCDONALD CAPITAL INVESTORS INC notice-filed in FL. IAPD ↗
$1.87B RAUM · 2 reps · 925-258-5401
ComplianceMarketing & brand
47
JOHN W. BRISTOL & CO., INC. notice-filed in PA. IAPD ↗
$6.72B RAUM · 9 reps · 212-389-5880
ComplianceMarketing & brand
47
GODSEY & GIBB WEALTH MANAGEMENT notice-filed in NV. IAPD ↗
$1.40B RAUM · 11 reps · 804-285-7333
ComplianceMarketing & brand
47
TRUEPOINT, INC. notice-filed in UT. IAPD ↗
$5.39B RAUM · 37 reps · 513-792-6648 · truepointwealth.com
ComplianceMarketing & brand
47
TORRAY INVESTMENT PARTNERS LLC notice-filed in GA, WA. IAPD ↗
$725.8M RAUM · 4 reps · 301-493-4600 · funds.torray.com
ComplianceMarketing & brand
47
TIMUCUAN ASSET MANAGEMENT INC notice-filed in NV. IAPD ↗
$3.86B RAUM · 5 reps · 904-356-1739 · timucuan.com
ComplianceMarketing & brand
47
DAVID VAUGHAN INVESTMENTS, LLC notice-filed in OH. IAPD ↗
$4.93B RAUM · 46 reps · 309-685-0033
ComplianceMarketing & brand
47
SYSTEMATIC FINANCIAL MANAGEMENT LP notice-filed in KY. IAPD ↗
$3.90B RAUM · 8 reps · 201-928-1982 · sfmlp.com
ComplianceMarketing & brand
47
SMITHBRIDGE ASSET MANAGEMENT, INC. notice-filed in NE, NH. IAPD ↗
$665.8M RAUM · 6 reps · 610-361-9141
ComplianceMarketing & brand
47
FIRESTONE CAPITAL MANAGEMENT INC notice-filed in CO, NJ. IAPD ↗
$710.3M RAUM · 5 reps · (305) 669-2119
ComplianceMarketing & brand
47
ELDRIDGE INVESTMENT ADVISORS INC notice-filed in CA, NY. IAPD ↗
$790.9M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
ComplianceMarketing & brand
47
BAXTER INVESTMENT MANAGEMENT notice-filed in AZ. IAPD ↗
$1.01B RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
ComplianceMarketing & brand
47
WELLINGTON MANAGEMENT COMPANY LLP notice-filed in OR. IAPD ↗
$1305.65B RAUM · 479 reps · 617-951-5000 · wellington.com
ComplianceMarketing & brand
47
VERUS FINANCIAL PARTNERS notice-filed in NY. IAPD ↗
$1.00B RAUM · 12 reps · 804-592-3465
ComplianceMarketing & brand
47
STACK FINANCIAL MANAGEMENT INC notice-filed in DE. IAPD ↗
$1.90B RAUM · 8 reps · 406-862-8000
ComplianceMarketing & brand
47
UBS ASSET MANAGEMENT (AMERICAS) LLC notice-filed in WY. IAPD ↗
$542.25B RAUM · 263 reps · 212-713-2000
ComplianceMarketing & brand
47
PDS PLANNING INC notice-filed in VA. IAPD ↗
$1.79B RAUM · 11 reps · 614-481-8449 · pdsplanning.com
ComplianceMarketing & brand
47
FOSTER & MOTLEY INC notice-filed in MA. IAPD ↗
$2.54B RAUM · 22 reps · 513-561-6640 · fosterandmotley.com
ComplianceMarketing & brand
47
WILMINGTON TRUST INVESTMENT ADVISORS, INC. notice-filed in NH. IAPD ↗
$17.43B RAUM · 126 reps · (302) 651-8118
ComplianceMarketing & brand
47
PROVIDENT INVESTMENT MANAGEMENT, INC. notice-filed in NC. IAPD ↗
$1.23B RAUM · 6 reps · 248-380-1700 · investprovident.com
ComplianceMarketing & brand
47
CHECK CAPITAL MANAGEMENT INC notice-filed in NE. IAPD ↗
$2.09B RAUM · 9 reps · 714-641-3579
ComplianceMarketing & brand
47
FOSTER GROUP, INC. notice-filed in NH. IAPD ↗
$3.54B RAUM · 47 reps · 515-226-9000
ComplianceMarketing & brand
47
BLUE BARN WEALTH notice-filed in CO, ID. IAPD ↗
$521.4M RAUM · 9 reps · (801) 466-4101
ComplianceMarketing & brand
47
LNW notice-filed in NM. IAPD ↗
$7.66B RAUM · 58 reps · (415) 399-9159
ComplianceMarketing & brand
47
TCI WEALTH ADVISORS, INC. notice-filed in HI. IAPD ↗
$4.53B RAUM · 39 reps · 520-733-1477
ComplianceMarketing & brand
47
UNITED ASSET STRATEGIES INC. notice-filed in WA. IAPD ↗
$1.84B RAUM · 21 reps · 516-222-0021 · unitedasset.com
ComplianceMarketing & brand
47
STEGNER INVESTMENT ASSOCIATES INC notice-filed in TN. IAPD ↗
$2.41B RAUM · 5 reps · 502-895-0122
ComplianceMarketing & brand
47
TRUMBOWER FINANCIAL ADVISORS LLC notice-filed in SC. IAPD ↗
$1.83B RAUM · 8 reps · 301-215-8340 · trufinancial.com
ComplianceMarketing & brand
47
SFMG WEALTH ADVISORS notice-filed in OR. IAPD ↗
$2.52B RAUM · 16 reps · 972-960-6460 · sfmg.com
ComplianceMarketing & brand
47
SOUTHEAST ASSET ADVISORS, LLC notice-filed in NC. IAPD ↗
$3.72B RAUM · 7 reps · 229-226-8839 · assetadvisor.com
ComplianceMarketing & brand
47
PT ASSET MANAGEMENT, LLC notice-filed in MN. IAPD ↗
$9.59B RAUM · 16 reps · 312-521-1000
ComplianceMarketing & brand
47
MEDIQUS ASSET ADVISORS, INC. notice-filed in WY. IAPD ↗
$1.30B RAUM · 6 reps · 312-419-3733 · mediqus.com
ComplianceMarketing & brand
47
KLCM ADVISORS, INC. notice-filed in CA. IAPD ↗
$1.46B RAUM · 6 reps · 414-765-1234 · klcminc.com
ComplianceMarketing & brand
47
PATHWAY CAPITAL MANAGEMENT, LP notice-filed in NC. IAPD ↗
$92.95B RAUM · 83 reps · 949-622-1000 · pathwaycapital.com
ComplianceMarketing & brand
47
COBBLESTONE CAPITAL ADVISORS, LLC notice-filed in OH. IAPD ↗
$2.93B RAUM · 23 reps · 585-473-3333 · cobblestonecap.com
ComplianceMarketing & brand
47
CLIFFORD SWAN INVESTMENT COUNSELORS notice-filed in HI. IAPD ↗
$4.14B RAUM · 15 reps · 626-792-2228
ComplianceMarketing & brand
47
FAIRVIEW CAPITAL notice-filed in NY. IAPD ↗
$2.00B RAUM · 8 reps · 415-464-4640
ComplianceMarketing & brand
47
MARCO INVESTMENT MANAGEMENT LLC notice-filed in LA. IAPD ↗
$1.56B RAUM · 5 reps · 404-504-8600 · marcoinv.com
ComplianceMarketing & brand
47
COVENANT ASSET MANAGEMENT, LLC notice-filed in NC, VA. IAPD ↗
$624.3M RAUM · 8 reps · 908-879-4090
ComplianceMarketing & brand
47
GENTER CAPITAL MANAGEMENT notice-filed in ID. IAPD ↗
$4.53B RAUM · 13 reps · 310-477-6543
ComplianceMarketing & brand
47
LEGACY WEALTH MANAGEMENT INC notice-filed in NE. IAPD ↗
$2.36B RAUM · 14 reps · 901-758-9006
ComplianceMarketing & brand
47
ENDOWMENT WEALTH MANAGEMENT, INC. notice-filed in MN, WA. IAPD ↗
$427.6M RAUM · 9 reps · 920-785-6010
ComplianceMarketing & brand
47
SEABRIDGE INVESTMENT ADVISORS LLC notice-filed in CA, CT. IAPD ↗
$610.4M RAUM · 10 reps · 908-273-5085 · seabridge.com
ComplianceMarketing & brand
47
MISSIONSQUARE RETIREMENT notice-filed in VI. IAPD ↗
$5.96B RAUM · 211 reps · 202-962-4600
ComplianceMarketing & brand
47
PROFESSIONAL PLANNING GROUP notice-filed in VT. IAPD ↗
$1.17B RAUM · 9 reps · (401) 596-2800 · ppgadvisors.com
ComplianceMarketing & brand
47
CAPITAL ADVANTAGE, INC. notice-filed in CO. IAPD ↗
$1.11B RAUM · 9 reps · 925-299-1500
ComplianceMarketing & brand
47
GEMMER ASSET MANAGEMENT LLC notice-filed in TN. IAPD ↗
$2.01B RAUM · 8 reps · 925-933-3786
ComplianceMarketing & brand
47
CORRIGAN FINANCIAL INC notice-filed in AZ. IAPD ↗
$1.15B RAUM · 12 reps · 401-849-9313 · corriganfinancialinc.com
ComplianceMarketing & brand
47
DIMENSION CAPITAL MANAGEMENT LLC notice-filed in CA. IAPD ↗
$6.58B RAUM · 10 reps · 305-371-2776 · dimensioncapital.com
ComplianceMarketing & brand
47
BBR PARTNERS, LLC notice-filed in UT. IAPD ↗
$31.18B RAUM · 55 reps · 212-313-9870
ComplianceMarketing & brand
47
BRIDGEWATER ADVISORS INC. notice-filed in NH. IAPD ↗
$2.14B RAUM · 16 reps · 212-221-5300 · bridgewateradv.com
ComplianceMarketing & brand
47
BEESE FULMER PRIVATE WEALTH MANAGEMENT notice-filed in IL. IAPD ↗
$1.58B RAUM · 5 reps · 330-454-6555 · beesefulmer.com
ComplianceMarketing & brand
47
CAHILL FINANCIAL ADVISORS, INC. notice-filed in MA. IAPD ↗
$1.43B RAUM · 10 reps · 952-926-1659
ComplianceMarketing & brand
47
GFP PRIVATE WEALTH notice-filed in KS. IAPD ↗
$1.35B RAUM · 18 reps · 833-309-9900 · gries.com
ComplianceMarketing & brand
47
SLOY, DAHL & HOLST, LLC notice-filed in FL. IAPD ↗
$1.68B RAUM · 5 reps · 503-248-9800 · sdh-inc.com
ComplianceMarketing & brand
47
SUMMIT FINANCIAL STRATEGIES INC notice-filed in MA. IAPD ↗
$2.05B RAUM · 27 reps · 614-885-1115
ComplianceMarketing & brand
47
GEN FINANCIAL MANAGEMENT INC. notice-filed in AZ, NH. IAPD ↗
$496.5M RAUM · 4 reps · 952-513-1466 · genfinancial.com
ComplianceMarketing & brand
47
BROWN ADVISORY notice-filed in SD. IAPD ↗
$121.94B RAUM · 269 reps · 410-537-5400
ComplianceMarketing & brand
47
PLANNING ALTERNATIVES LTD notice-filed in NH. IAPD ↗
$1.28B RAUM · 11 reps · 248-645-1520
ComplianceMarketing & brand
47
FMP WEALTH ADVISERS notice-filed in CO. IAPD ↗
$1.13B RAUM · 12 reps · 512-329-5174 · fmprofessionals.com
ComplianceMarketing & brand
47
DESTINATION WEALTH MANAGEMENT notice-filed in MT. IAPD ↗
$4.15B RAUM · 34 reps · 925-935-2900 · destinationwm.com
ComplianceMarketing & brand
47
GREENWOOD GEARHART INC. notice-filed in KS. IAPD ↗
$1.64B RAUM · 11 reps · 479-521-5353
ComplianceMarketing & brand
47
ZWJ INVESTMENT COUNSEL INC notice-filed in MS. IAPD ↗
$3.86B RAUM · 12 reps · 404-873-2211 · zwjic.com
ComplianceMarketing & brand
47
NWF ADVISORY SERVICES INC notice-filed in LA. IAPD ↗
$3.82B RAUM · 71 reps · 310-475-5854 · nwfadvisory.com
ComplianceMarketing & brand
47
BROOKFIELD PUBLIC SECURITIES GROUP LLC notice-filed in WY. IAPD ↗
$48.29B RAUM · 38 reps · 212-549-8400 · publicsecurities.brookfield.com
ComplianceMarketing & brand
47
SILVEROAK WEALTH MANAGEMENT LLC notice-filed in IA. IAPD ↗
$1.72B RAUM · 7 reps · 952-896-5700 · silveroakwealth.com
ComplianceMarketing & brand
47
MASON INVESTMENT ADVISORY SERVICES INC notice-filed in NM. IAPD ↗
$13.20B RAUM · 31 reps · 703-716-6000 · masoncompanies.com
ComplianceMarketing & brand
47
WEALTHCARE CAPITAL MANAGEMENT LLC notice-filed in DE. IAPD ↗
$3.03B RAUM · 36 reps · 804-644-4711 · gdx360.com
ComplianceMarketing & brand
47
COHO PARTNERS, LTD. notice-filed in ME. IAPD ↗
$2.20B RAUM · 6 reps · 484-318-7575 · cohofunds.com
ComplianceMarketing & brand
47
ORLEANS CAPITAL MANAGEMENT CORP notice-filed in RI. IAPD ↗
$1.58B RAUM · 7 reps · 504-592-4680 · orleanscapital.com
ComplianceMarketing & brand
47
STONEBRIDGE CAPITAL ADVISORS LLC notice-filed in WY. IAPD ↗
$2.27B RAUM · 13 reps · 651-251-1000 · stonebridgecap.com
ComplianceMarketing & brand
47
APERIO GROUP, LLC notice-filed in PR. IAPD ↗
$111.41B RAUM · 90 reps · 415-339-4300 · aperiogroup.com
ComplianceMarketing & brand
47
JOEL R. MOGY INVESTMENT COUNSEL INC. notice-filed in CO. IAPD ↗
$2.06B RAUM · 3 reps · (310) 552-0529
ComplianceMarketing & brand
47
NOVAK & POWELL FINANCIAL SERVICES, INC. notice-filed in AL, NY. IAPD ↗
$333.6M RAUM · 8 reps · 727-451-3440 · novakpowell.com
ComplianceMarketing & brand
47
LNW notice-filed in FL. IAPD ↗
$4.53B RAUM · 44 reps · 206-464-5100 · lnwadvisors.com
ComplianceMarketing & brand
47
MCMORGAN & COMPANY LLC notice-filed in IL. IAPD ↗
$7.42B RAUM · 16 reps · 415-788-9300 · mcmorgan.com
ComplianceMarketing & brand
47
STEEL GROVE CAPITAL ADVISORS, LLC notice-filed in AL. IAPD ↗
$1.36B RAUM · 7 reps · 901-498-6300 · steelgrove.com
ComplianceMarketing & brand
47
MAROTTA WEALTH MANAGEMENT, INC. notice-filed in NH, SC. IAPD ↗
$603.8M RAUM · 12 reps · 434-244-0000 · emarotta.com
ComplianceMarketing & brand
47
AETOS ALTERNATIVES MANAGEMENT notice-filed in FL. IAPD ↗
$4.70B RAUM · 16 reps · 212-201-2500
ComplianceMarketing & brand
47
LUMBARD & KELLNER, LLC notice-filed in FL, ME. IAPD ↗
$357.2M RAUM · 3 reps · 603-465-7700 · lumbard.com
ComplianceMarketing & brand
47
DETALUS ADVISORS, LLC notice-filed in GA, LA. IAPD ↗
$928.4M RAUM · 9 reps · 314-997-3191 · detalus.com
ComplianceMarketing & brand
47
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. notice-filed in NC. IAPD ↗
$2.09B RAUM · 17 reps · (952) 224-4350 · punchinvest.com
ComplianceMarketing & brand
47
BURNS MATTESON CAPITAL MANAGEMENT, LLC notice-filed in MD, NE. IAPD ↗
$342.5M RAUM · 4 reps · 607-937-9282 · burnsmatteson.com
ComplianceMarketing & brand
47
OJM GROUP, LLC notice-filed in LA, MA. IAPD ↗
$803.3M RAUM · 8 reps · 513-791-7525
ComplianceMarketing & brand
47
ALTAIR ADVISERS, LLC notice-filed in NH. IAPD ↗
$8.68B RAUM · 32 reps · 312-429-3000 · altairadvisers.com
ComplianceMarketing & brand
47
PROBITY ADVISORS, INC. notice-filed in AR, NE. IAPD ↗
$731.8M RAUM · 7 reps · 214-891-8131 · probityadvisors.com
ComplianceMarketing & brand
47
WINDSOR ADVISORY GROUP, LLC notice-filed in NY. IAPD ↗
$2.58B RAUM · 14 reps · 614-545-0300
ComplianceMarketing & brand
47
RKL PRIVATE WEALTH notice-filed in GA. IAPD ↗
$2.13B RAUM · 25 reps · (717) 399-1700 · vimeo.com
ComplianceMarketing & brand
47
STERN CAPITAL MANAGEMENT, INC. notice-filed in SC, VA. IAPD ↗
$252.2M RAUM · 3 reps · 732-679-7050 · sterncm.com
ComplianceMarketing & brand
47
JOHNSON WEALTH INC. notice-filed in VT. IAPD ↗
$9.11B RAUM · 61 reps · 414-291-4500 · johnsonfinancialgroup.com
ComplianceMarketing & brand
47
NET WORTH ADVISORY GROUP, LLC notice-filed in IL, WA. IAPD ↗
$718.4M RAUM · 10 reps · 801-566-6639
ComplianceMarketing & brand
47
PRUDENT INVESTORS notice-filed in CO, MI. IAPD ↗
$409.3M RAUM · 4 reps · 760-597-9255
ComplianceMarketing & brand
47
ANNEX WEALTH MANAGEMENT, LLC notice-filed in AL. IAPD ↗
$6.17B RAUM · 66 reps · 262-786-6363 · annexwealth.wistia.com
ComplianceMarketing & brand
47
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP notice-filed in MI. IAPD ↗
$2.91B RAUM · 21 reps · 412-697-5200 · schneiderdowns.com
ComplianceMarketing & brand
47
MCMILL CPA AND ADVISORS notice-filed in MI, VA. IAPD ↗
$730.2M RAUM · 22 reps · 402-371-1160 · retirementplanconsultants.net
ComplianceMarketing & brand
47
BOLTON GLOBAL ASSET MANAGEMENT notice-filed in AK. IAPD ↗
$7.00B RAUM · 116 reps · 978.779.5361 · boltoncapitalgroup.com
ComplianceMarketing & brand
47
SMITH SALLEY WEALTH MANAGEMENT notice-filed in MD. IAPD ↗
$2.34B RAUM · 15 reps · 336-379-7556 · smith-salley.com
ComplianceMarketing & brand
47
DEAN FINANCIAL SERVICES notice-filed in IL, NC. IAPD ↗
$319.6M RAUM · 4 reps · 937-222-9531 · chdean.com
ComplianceMarketing & brand
47
DIVIDEND ASSETS CAPITAL, LLC notice-filed in MD, RI. IAPD ↗
$620.1M RAUM · 5 reps · 843.645.9700
ComplianceMarketing & brand
47
J. SAFRA ASSET MANAGEMENT CORPORATION notice-filed in MA. IAPD ↗
$4.60B RAUM · 6 reps · 212-704-5553
ComplianceMarketing & brand
47
CARRET ASSET MANAGEMENT, LLC notice-filed in AK. IAPD ↗
$3.23B RAUM · 10 reps · 212-593-3800 · carret.com
ComplianceMarketing & brand
47
BLUE CHIP PARTNERS, LLC notice-filed in AZ. IAPD ↗
$1.54B RAUM · 17 reps · 248-848-1111
ComplianceMarketing & brand
47
TIMESSQUARE CAPITAL MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$8.22B RAUM · 21 reps · 1-800-541-5156 · tscmllc.com
ComplianceMarketing & brand
47
PIONEER WEALTH MANAGEMENT GROUP notice-filed in LA, NH. IAPD ↗
$273.7M RAUM · 9 reps · 512-334-6800
ComplianceMarketing & brand
47
AEGIS WEALTH notice-filed in MA, NE. IAPD ↗
$708.0M RAUM · 6 reps · 301-664-2313 · aegiswealth.com
ComplianceMarketing & brand
47
MARCUM WEALTH, LLC notice-filed in WI. IAPD ↗
$2.97B RAUM · 38 reps · 440-459-5900 · operationveteranfinance.org
ComplianceMarketing & brand
47
NARWHAL CAPITAL MANAGEMENT notice-filed in NE. IAPD ↗
$1.76B RAUM · 11 reps · (770) 344-0172 · narwhal.com
ComplianceMarketing & brand
47
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC notice-filed in ME. IAPD ↗
$7.64B RAUM · 7 reps · 800-458-6589 · stephensimg.com
ComplianceMarketing & brand
47
RAPPAPORT REICHES CAPITAL MANAGEMENT, notice-filed in WA. IAPD ↗
$1.13B RAUM · 13 reps · 847-832-0030 · rrcapital.com
ComplianceMarketing & brand
47
WEALTH MANAGEMENT notice-filed in OH. IAPD ↗
$3.10B RAUM · 48 reps · 402-371-1160 · dashboard.wealthmgmtllc.com
ComplianceMarketing & brand
47
ROCKWOOD WEALTH MANAGEMENT, LLC notice-filed in OH. IAPD ↗
$2.19B RAUM · 42 reps · 267-983-6400
ComplianceMarketing & brand
47
ZUCKERMAN INVESTMENT GROUP notice-filed in AZ. IAPD ↗
$1.90B RAUM · 7 reps · 312-948-8000
ComplianceMarketing & brand
47
MV CAPITAL MANAGEMENT, INC. notice-filed in OH. IAPD ↗
$1.27B RAUM · 9 reps · 301-656-6545
ComplianceMarketing & brand
47
S.B. VALUE PARTNERS, L.P. notice-filed in AL. IAPD ↗
$5.00B RAUM · 5 reps · 844-728-2583
ComplianceMarketing & brand
47
LEGACY ADVISORS, LLC notice-filed in NH. IAPD ↗
$4.18B RAUM · 22 reps · 610-943-3000 · legacyadvice.com
ComplianceMarketing & brand
47
MEASURED RISK PORTFOLIOS notice-filed in NC, NM. IAPD ↗
$400.0M RAUM · 3 reps · 858-935-1125 · kingsroadinc.com
ComplianceMarketing & brand
47
ADVOCACY WEALTH MANAGEMENT, LLC notice-filed in MI. IAPD ↗
$2.08B RAUM · 17 reps · 404.836.7141 · advocacywealth.com
ComplianceMarketing & brand
47
CORNERSTONE ADVISORY notice-filed in OH. IAPD ↗
$2.01B RAUM · 8 reps · 410-468-1693 · cornerstoneadvisory.com
ComplianceMarketing & brand
47
METLIFE INVESTMENT MANAGEMENT, LLC notice-filed in CT. IAPD ↗
$508.89B RAUM · 688 reps · 973-355-4000 · investments.metlife.com
ComplianceMarketing & brand
47
COPPERWYND FINANCIAL notice-filed in MI, MT. IAPD ↗
$720.1M RAUM · 5 reps · 480-348-2100 · copperwyndfinancial.com
ComplianceMarketing & brand
47
JAFFE TILCHIN INVESTMENT PARTNERS, LLC notice-filed in MN. IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
ComplianceMarketing & brand
47
SMITH ANGLIN FINANCIAL, LLC notice-filed in MO. IAPD ↗
$2.01B RAUM · 16 reps · (972) 267-1244
ComplianceMarketing & brand
47
WALSH & ASSOCIATES, LLC notice-filed in MA, MO. IAPD ↗
$660.2M RAUM · 7 reps · 941-952-1188 · walshandassociates.com
ComplianceMarketing & brand
47
MAR VISTA INVESTMENT PARTNERS, LLC notice-filed in MO. IAPD ↗
$1.51B RAUM · 17 reps · 310-917-2800
ComplianceMarketing & brand
47
DMKC ADVISORY SERVICES, LLC notice-filed in GA, NV. IAPD ↗
$668.7M RAUM · 9 reps · 515-221-1133 · dmkc.com
ComplianceMarketing & brand
47
AUXANO ADVISORS notice-filed in VA. IAPD ↗
$1.45B RAUM · 8 reps · (425) 889-1261 · auxanoadvisors.com
ComplianceMarketing & brand
47
TBH GLOBAL ASSET MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$1.27B RAUM · 0 reps · 615-690-4820
ComplianceMarketing & brand
47
OCEAN PARK ASSET MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$4.87B RAUM · 8 reps · 310-452-1887 · sierramutualfunds.com
ComplianceMarketing & brand
47
ALTERNA WEALTH MANAGEMENT, INC. notice-filed in NM. IAPD ↗
$1.23B RAUM · 40 reps · 713-885-9843 · alternawealthmanagement.com
ComplianceMarketing & brand
47
QUATTRO ADVISORS L.L.C. notice-filed in FL, VA. IAPD ↗
$516.3M RAUM · 5 reps · (412) 586-5406 · quattro-advisors.com
ComplianceMarketing & brand
47
CONSTELLATION WEALTH ADVISORS notice-filed in TN. IAPD ↗
$4.66B RAUM · 23 reps · 513-871-5500
ComplianceMarketing & brand
47
MAINLINE WEST FUND MANAGER LLC notice-filed in TX. IAPD ↗
$1.68B RAUM · 4 reps · 720-536-3380 · mainlinewest.net
ComplianceMarketing & brand
47
WEALTHSPIRE ADVISORS notice-filed in WA. IAPD ↗
$3.68B RAUM · 21 reps · 631-227-3900
ComplianceMarketing & brand
47
OLD WEST INVESTMENT MANAGEMENT, LLC notice-filed in IN, PA. IAPD ↗
$476.5M RAUM · 7 reps · (213) 943-1740 · oldwestim.com
ComplianceMarketing & brand
47
ROCKY MOUNTAIN ADVISERS, LLC notice-filed in IA. IAPD ↗
$2.96B RAUM · 5 reps · 785-823-3097 · srhadvisorsllc.com
ComplianceMarketing & brand
47
CAPITAL INVESTMENT ADVISORY SERVICES, LLC notice-filed in AZ. IAPD ↗
$1.93B RAUM · 76 reps · 919-831-2370 · capital-invest.com
ComplianceMarketing & brand
47
CLEAR HAVEN CAPITAL MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$1.20B RAUM · 5 reps · 332-240-0416 · clearhavencm.com
ComplianceMarketing & brand
47
LEAFHOUSE FINANCIAL ADVISORS, LLC notice-filed in AK. IAPD ↗
$20.72B RAUM · 7 reps · (512) 879-1505 · leafhousefinancial.com
ComplianceMarketing & brand
47
STILLWATER CAPITAL ADVISORS, LLC notice-filed in GA. IAPD ↗
$1.15B RAUM · 4 reps · 610-848-6760 · stillwateradv.com
ComplianceMarketing & brand
47
MONTE FINANCIAL GROUP, LLC notice-filed in CA, NH. IAPD ↗
$426.6M RAUM · 6 reps · 203-453-6851
ComplianceMarketing & brand
47
EFFICIENT ADVISORS notice-filed in DC. IAPD ↗
$2.77B RAUM · 8 reps · 267-613-6250 · efficientadvisors.com
ComplianceMarketing & brand
47
ANDINA FAMILY OFFICES notice-filed in OR. IAPD ↗
$1.02B RAUM · 11 reps · 801-653-0564 · andinafamilyoffices.com
ComplianceMarketing & brand
47
CKW FINANCIAL GROUP, LLC notice-filed in UT. IAPD ↗
$2.21B RAUM · 2 reps · 808-629-7600 · ckwhawaii.com
ComplianceMarketing & brand
47
VENTURA WEALTH MANAGEMENT notice-filed in NY, SC. IAPD ↗
$599.6M RAUM · 8 reps · 866 899-0068
ComplianceMarketing & brand
47
COASTAL BRIDGE ADVISORS notice-filed in GA. IAPD ↗
$4.60B RAUM · 22 reps · 203-683-1530
ComplianceMarketing & brand
47
EMPIRICAL WEALTH MANAGEMENT notice-filed in KY. IAPD ↗
$6.70B RAUM · 53 reps · 206-923-3474
ComplianceMarketing & brand
47
RED DOOR WEALTH MANAGEMENT, LLC notice-filed in MO. IAPD ↗
$2.52B RAUM · 9 reps · 901-681-0018
ComplianceMarketing & brand
47
ASHTON THOMAS PRIVATE WEALTH notice-filed in NH. IAPD ↗
$4.05B RAUM · 35 reps · 602-732-4745
ComplianceMarketing & brand
47
BELMONT CAPITAL GROUP notice-filed in LA, NJ. IAPD ↗
$931.4M RAUM · 4 reps · 310-203-2670 · belmontcapfunds.com
ComplianceMarketing & brand
47
SOLTIS INVESTMENT ADVISORS, LLC notice-filed in AR. IAPD ↗
$8.35B RAUM · 51 reps · 435-674-1600 · soltisadvisors.com
ComplianceMarketing & brand
47
WESTFULLER ADVISORS, LLC notice-filed in NJ. IAPD ↗
$2.14B RAUM · 12 reps · 212-542-5851 · westfulleradvisors.com
ComplianceMarketing & brand
47
FLAGSHIP HARBOR ADVISORS, LLC notice-filed in ID. IAPD ↗
$3.01B RAUM · 60 reps · (857) 350-4229
ComplianceMarketing & brand
47
ACTIVEST WEALTH MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$1.02B RAUM · 9 reps · 954-399-8121 · activestwm.com
ComplianceMarketing & brand
47
FOUNTAINHEAD ADVISORS notice-filed in NV. IAPD ↗
$1.02B RAUM · 18 reps · 732-346-1900
ComplianceMarketing & brand
47
EFG ASSET MANAGEMENT (AMERICAS) CORP. notice-filed in IL. IAPD ↗
$1.92B RAUM · 21 reps · 305-482-8000 · efginternational.com
ComplianceMarketing & brand
47
TRINITY LEGACY PARTNERS, LLC notice-filed in FL, GA. IAPD ↗
$460.4M RAUM · 7 reps · 713-999-8053 · trinitylegacy.com
ComplianceMarketing & brand
47
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$1.42B RAUM · 11 reps · 541-762-0300
ComplianceMarketing & brand
47
TFO FAMILY OFFICE PARTNERS notice-filed in SC. IAPD ↗
$4.17B RAUM · 41 reps · 602-466-2611 · tfopartners.com
ComplianceMarketing & brand
47
JANNEY CAPITAL MANAGEMENT LLC notice-filed in NE. IAPD ↗
$5.31B RAUM · 8 reps · 412-562-8100
ComplianceMarketing & brand
47
ANGELES WEALTH MANAGEMENT, LLC notice-filed in CT. IAPD ↗
$2.27B RAUM · 6 reps · 310-393-6300 · angeleswealth.com
ComplianceMarketing & brand
47
THE INVESTMENT HOUSE LLC notice-filed in AR. IAPD ↗
$1.95B RAUM · 7 reps · 310-873-3021 · tihllc.com
ComplianceMarketing & brand
47
THE PINNACLE FINANCIAL GROUP notice-filed in IN. IAPD ↗
$1.18B RAUM · 40 reps · 516-763-9700
ComplianceMarketing & brand
47
STRATEGY FINANCIAL GROUP notice-filed in NC, NE. IAPD ↗
$279.9M RAUM · 5 reps · 602-343-9301 · calvingoetz.com
ComplianceMarketing & brand
47
CORNERSTONE WEALTH MANAGEMENT, LLC notice-filed in ME. IAPD ↗
$4.08B RAUM · 91 reps · 636-397-6200
ComplianceMarketing & brand
47
IRON HORSE WEALTH MANAGEMENT, LLC notice-filed in AZ, MI. IAPD ↗
$532.8M RAUM · 6 reps · 515-779-6250 · ironhorsewm.com
ComplianceMarketing & brand
47
PRAIRIE WEALTH ADVISORS, INC. notice-filed in CO, MO. IAPD ↗
$472.2M RAUM · 3 reps · 402-505-6810 · prairiewealthadvisors.com
ComplianceMarketing & brand
47
PRIVATE CAPITAL MANAGEMENT, LLC notice-filed in MD. IAPD ↗
$1.54B RAUM · 13 reps · 303-370-0055 · pcm-inc.com
ComplianceMarketing & brand
47
THE PORTFOLIO STRATEGY GROUP, LLC notice-filed in NH. IAPD ↗
$2.38B RAUM · 9 reps · 9142884900 · psgwealth.com
ComplianceMarketing & brand
47
ELM WEALTH notice-filed in DE. IAPD ↗
$2.02B RAUM · 5 reps · (888) 676-3148
ComplianceMarketing & brand
47
APTUS CAPITAL ADVISORS, LLC notice-filed in VT. IAPD ↗
$9.86B RAUM · 19 reps · 251-517-7198 · aptuscapitaladvisors.com
ComplianceMarketing & brand
47
PRACTICECFO INVESTMENTS notice-filed in NC, OR. IAPD ↗
$332.1M RAUM · 9 reps · 800-675-2712
ComplianceMarketing & brand
47
BAKER TILLY WEALTH MANAGEMENT, LLC notice-filed in WA. IAPD ↗
$4.41B RAUM · 16 reps · 833-761-0673 · bakertilly.com
ComplianceMarketing & brand
47
GOLDEN STATE WEALTH MANAGEMENT, LLC notice-filed in AL. IAPD ↗
$1.84B RAUM · 47 reps · 866.273.1563 · curtishoward.com
ComplianceMarketing & brand
47
ORGEL WEALTH MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$8.06B RAUM · 31 reps · 715-835-6525
ComplianceMarketing & brand
47
FLAHARTY ASSET MANAGEMENT, LLC notice-filed in LA, NH. IAPD ↗
$809.6M RAUM · 8 reps · 727-252-1050
ComplianceMarketing & brand
47
CLARIS FINANCIAL, LLC notice-filed in FL, SC. IAPD ↗
$286.0M RAUM · 5 reps · 804-935-3000 · clarisfinancial.com
ComplianceMarketing & brand
47
OCCIDENTAL ASSET MANAGEMENT, LLC notice-filed in NC, NH. IAPD ↗
$796.1M RAUM · 10 reps · 650-344-1600 · ymwadvisors.com
ComplianceMarketing & brand
47
SHEPHERD FINANCIAL PARTNERS, LLC notice-filed in NJ. IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
ComplianceMarketing & brand
47
SCHECHTER INVESTMENT ADVISORS, LLC notice-filed in SC. IAPD ↗
$3.94B RAUM · 14 reps · 248-731-9500 · schechterwealth.com
ComplianceMarketing & brand
47
WT WEALTH MANAGEMENT, LLC notice-filed in CO, VA. IAPD ↗
$385.2M RAUM · 15 reps · 800-825-0616 · x.com.wtwealthmanagement
ComplianceMarketing & brand
47
WEALTHSHIELD PARTNERS, LLC notice-filed in IL. IAPD ↗
$1.08B RAUM · 13 reps · 919-948-4453 · madisonoakswp.com
ComplianceMarketing & brand
47
VISIONARY WEALTH ADVISORS, LLC notice-filed in NM. IAPD ↗
$2.86B RAUM · 44 reps · 314-764-2727
ComplianceMarketing & brand
47
PETIX & BOTTE FINANCIAL notice-filed in CO, FL. IAPD ↗
$364.0M RAUM · 3 reps · 619-698-6500
ComplianceMarketing & brand
47
KEYSTONE FINANCIAL GROUP, LLC notice-filed in CO. IAPD ↗
$1.86B RAUM · 32 reps · 859-317-8316 · jryoungco.com
ComplianceMarketing & brand
47
MCADAM LLC notice-filed in NE. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
ComplianceMarketing & brand
47
CITRINE CAPITAL notice-filed in IL, WA. IAPD ↗
$278.1M RAUM · 5 reps · (415) 494-8262 · citrinecapitaladvisors.com
ComplianceMarketing & brand
47
LWM ADVISORY SERVICES, LLC notice-filed in MA, MD. IAPD ↗
$837.8M RAUM · 8 reps · 954-474-7100 · lwmfl.com
ComplianceMarketing & brand
47
GR FINANCIAL GROUP, LLC notice-filed in IL, UT. IAPD ↗
$981.5M RAUM · 6 reps · 520-577-4711 · gr-financialgroup.com
ComplianceMarketing & brand
47
THE PATRIOT FINANCIAL GROUP, LLC notice-filed in DC. IAPD ↗
$2.41B RAUM · 47 reps · 508-251-6100
ComplianceMarketing & brand
47
INTELLECTUS PARTNERS, LLC notice-filed in FL. IAPD ↗
$1.28B RAUM · 6 reps · 415-795-7830 · intellect.us
ComplianceMarketing & brand
47
ARISTOTLE CAPITAL BOSTON, LLC notice-filed in NE. IAPD ↗
$2.72B RAUM · 8 reps · 617-274-3700
ComplianceMarketing & brand
47
MONOGRAPH WEALTH ADVISORS, LLC notice-filed in NH. IAPD ↗
$2.58B RAUM · 7 reps · 310-496-7377 · monographwealth.com
ComplianceMarketing & brand
47
PROSPERITY WEALTH MANAGEMENT, INC. notice-filed in IA, MS. IAPD ↗
$442.2M RAUM · 47 reps · 925-791-4444 · thinkfloresfinancial.com
ComplianceMarketing & brand
47
FOUNDATIONS INVESTMENT ADVISORS LLC notice-filed in PR. IAPD ↗
$7.18B RAUM · 229 reps · 480-626-2979
ComplianceMarketing & brand
47
ARIES WEALTH MANAGEMENT, LLC notice-filed in CA, TX. IAPD ↗
$530.7M RAUM · 4 reps · 207-536-0530
ComplianceMarketing & brand
47
CASTLE ROCK WEALTH MANAGEMENT, LLC notice-filed in FL, NM. IAPD ↗
$521.8M RAUM · 8 reps · 925-478-8800 · crwmadvisors.com
ComplianceMarketing & brand
47
PROFICIO CAPITAL PARTNERS LLC notice-filed in ME. IAPD ↗
$3.61B RAUM · 10 reps · 617-340-8425 · proficiocap.com
ComplianceMarketing & brand
47
TRUE LINK FINANCIAL ADVISORS notice-filed in NY. IAPD ↗
$1.35B RAUM · 5 reps · 855-435-5140
ComplianceMarketing & brand
47
KOVITZ INVESTMENT GROUP PARTNERS, LLC notice-filed in MS. IAPD ↗
$31.73B RAUM · 181 reps · 312-334-7300
ComplianceMarketing & brand
47
LONGTAIL ALPHA, LLC notice-filed in HI, NY. IAPD ↗
$725.8M RAUM · 4 reps · 949 706 8092 · longtailalpha.com
ComplianceMarketing & brand
47
TRIUMPH CAPITAL MANAGEMENT notice-filed in KY, OK. IAPD ↗
$483.4M RAUM · 18 reps · 720-399-5555 · gotostage.com
ComplianceMarketing & brand
47
WEALTH QUARTERBACK LLC notice-filed in CO, MT. IAPD ↗
$331.8M RAUM · 4 reps · 732-965-8190 · jalinski.com
ComplianceMarketing & brand
47
STEWARD PARTNERS INVESTMENT ADVISORY, LLC notice-filed in ND. IAPD ↗
$24.75B RAUM · 397 reps · 866-694-7769
ComplianceMarketing & brand
47
USA FINANCIAL EXCHANGE notice-filed in WY. IAPD ↗
$1.60B RAUM · 0 reps · 888-444-0125 · usafinancialexchange.com
ComplianceMarketing & brand
47
LYELL WEALTH MANAGEMENT LP notice-filed in NC. IAPD ↗
$1.34B RAUM · 9 reps · 650-353-3692 · lyellwealth.com
ComplianceMarketing & brand
47
WADDELL & ASSOCIATES, LLC notice-filed in AZ. IAPD ↗
$1.70B RAUM · 11 reps · 901-767-9187 · vimeo.com
ComplianceMarketing & brand
47
WESTSHORE WEALTH notice-filed in FL, ID. IAPD ↗
$534.3M RAUM · 6 reps · (949) 825-7505 · westshorewealth.com
ComplianceMarketing & brand
47
CLARK ASSET MANAGEMENT, LLC notice-filed in MT, NV. IAPD ↗
$778.3M RAUM · 6 reps · 603-237-1341
ComplianceMarketing & brand
47
TRAIL RIDGE INVESTMENT ADVISORS, LLC notice-filed in CA, FL. IAPD ↗
$294.3M RAUM · 8 reps · 970 305-5150 · trailridgewm.com
ComplianceMarketing & brand
47
INTEGRATED CAPITAL MANAGEMENT notice-filed in GA, SC. IAPD ↗
$367.6M RAUM · 4 reps · 248-593-8900
ComplianceMarketing & brand
47
180 WEALTH ADVISORS, LLC notice-filed in AL. IAPD ↗
$1.06B RAUM · 6 reps · (253) 394-0720 · 180wealthadvisors.com
ComplianceMarketing & brand
47
THE FIDUCIARY ALLIANCE notice-filed in AK. IAPD ↗
$1.92B RAUM · 38 reps · 864-385-7999
ComplianceMarketing & brand
47
EVOLUTION WEALTH ADVISORS, LLC notice-filed in NY. IAPD ↗
$1.31B RAUM · 6 reps · (305) 921-4740 · ewadvisors.net
ComplianceMarketing & brand
47
MMBG INVESTMENT ADVISORS CO. notice-filed in TX. IAPD ↗
$2.46B RAUM · 5 reps · 305-374-0704 · mmbginvestment.com
ComplianceMarketing & brand
47
GPS WEALTH STRATEGIES GROUP, LLC notice-filed in HI. IAPD ↗
$1.42B RAUM · 26 reps · 7204145412 · lizwindisch.com
ComplianceMarketing & brand
47
SEPIO CAPITAL, LP notice-filed in HI. IAPD ↗
$4.46B RAUM · 17 reps · (415) 915-3708 · sepiocap.com
ComplianceMarketing & brand
47
CAPITAL SQUARE, LLC notice-filed in CO, SC. IAPD ↗
$393.6M RAUM · 10 reps · 423-877-6708 · capitalsquare.biz
ComplianceMarketing & brand
47
OPEROSE ADVISORS LLC notice-filed in CA. IAPD ↗
$1.60B RAUM · 8 reps · 414-209-3280
ComplianceMarketing & brand
47
ALERA INVESTMENT ADVISORS, LLC notice-filed in CT. IAPD ↗
$3.57B RAUM · 53 reps · (847) 457-3000 · aleragroup.com
ComplianceMarketing & brand
47
AWM CAPITAL, LLC notice-filed in NE. IAPD ↗
$1.15B RAUM · 24 reps · (323) 940-1339
ComplianceMarketing & brand
47
ATLANTA CONSULTING GROUP ADVISORS, LLC notice-filed in VA. IAPD ↗
$13.59B RAUM · 10 reps · 888-317-2810
ComplianceMarketing & brand
47
WINTHROP WEALTH notice-filed in MN. IAPD ↗
$2.60B RAUM · 22 reps · 617-530-1010
ComplianceMarketing & brand
47
PETERSON WEALTH SERVICES INC. notice-filed in NE, OK. IAPD ↗
$462.7M RAUM · 5 reps · 801-475-4002
ComplianceMarketing & brand
47
PRACTICE FINANCIAL GROUP notice-filed in NM, NV. IAPD ↗
$333.1M RAUM · 7 reps · (541) 973-2602 · pfg-investments.com
ComplianceMarketing & brand
47
HAMILTON WEALTH, LLC notice-filed in NH, VA. IAPD ↗
$553.7M RAUM · 3 reps · 747-208-4300
ComplianceMarketing & brand
47
HENDRICKS WEALTH AND ESTATE MANAGEMENT notice-filed in KY, LA. IAPD ↗
$411.6M RAUM · 4 reps · 847-428-3997
ComplianceMarketing & brand
47
VALLEY WEALTH STRATEGIES, LLC notice-filed in MN. IAPD ↗
$1.21B RAUM · 26 reps · (209) 366-1264 · zukfinancial.com
ComplianceMarketing & brand
47
OPAL WEALTH ADVISORS, LLC notice-filed in TN. IAPD ↗
$1.03B RAUM · 7 reps · 516-388-7980
ComplianceMarketing & brand
47
CORNERSTONE WEALTH notice-filed in NH. IAPD ↗
$2.11B RAUM · 50 reps · 704-987-3410
ComplianceMarketing & brand
47
ROOT FINANCIAL PARTNERS notice-filed in DE. IAPD ↗
$1.11B RAUM · 35 reps · (760) 452-0720
ComplianceMarketing & brand
47
JGP WEALTH MANAGEMENT, LLC notice-filed in GA. IAPD ↗
$1.21B RAUM · 13 reps · 503-446-6450
ComplianceMarketing & brand
47
BROADWAY WEALTH SOLUTIONS notice-filed in CA, NH. IAPD ↗
$265.8M RAUM · 12 reps · (210) 283-6600 · broadway.bank
ComplianceMarketing & brand
47
MATERETSKY FINANCIAL GROUP notice-filed in CO, TX. IAPD ↗
$622.7M RAUM · 4 reps · 561-735-9227
ComplianceMarketing & brand
47
ATOM INVESTORS LP notice-filed in CA. IAPD ↗
$3.30B RAUM · 6 reps · (737) 249-0292
ComplianceMarketing & brand
47
MARTEL WEALTH ADVISORS INC notice-filed in NY. IAPD ↗
$1.25B RAUM · 12 reps · 360-694-9940
ComplianceMarketing & brand
47
ATTICUS WEALTH MANAGEMENT notice-filed in TN, VA. IAPD ↗
$447.5M RAUM · 7 reps · 877-232-1001 · atticuswm.com
ComplianceMarketing & brand
47
ASPIRE CAPITAL ADVISORS LLC notice-filed in NV. IAPD ↗
$1.01B RAUM · 10 reps · (206) 939-5615 · investwithaspire.com
ComplianceMarketing & brand
47
BISON WEALTH, LLC notice-filed in KY. IAPD ↗
$2.75B RAUM · 66 reps · 404-841-2224 · zenithretirement.com
ComplianceMarketing & brand
47
RESOLUTE PARTNERS GROUP notice-filed in FL. IAPD ↗
$1.81B RAUM · 5 reps · 415-699-0309
ComplianceMarketing & brand
47
STERLING FINANCIAL GROUP, INC. notice-filed in LA, TX. IAPD ↗
$361.3M RAUM · 4 reps · (626) 440-9192
ComplianceMarketing & brand
47
SOUND VIEW WEALTH ADVISORS GROUP, LLC notice-filed in WA. IAPD ↗
$1.94B RAUM · 10 reps · 912-239-4630
ComplianceMarketing & brand
47
HUDSON VALUE PARTNERS, LLC notice-filed in NH, TX. IAPD ↗
$530.7M RAUM · 4 reps · 646-343-9772 · hudsonvaluepartners.com
ComplianceMarketing & brand
47
PAINTED PORCH ADVISORS LLC notice-filed in IL, MA. IAPD ↗
$518.2M RAUM · 9 reps · 805-567-4288 · paintedporchadvisors.com
ComplianceMarketing & brand
47
EAGLEBROOK ADVISORS notice-filed in DC, NH. IAPD ↗
$350.2M RAUM · 4 reps · 786-807-7374
ComplianceMarketing & brand
47
BURKHOLDER WEALTH MANAGEMENT notice-filed in AR, CA. IAPD ↗
$255.1M RAUM · 4 reps · 918-727-7100
ComplianceMarketing & brand
47
WMS WEALTH PLANNERS notice-filed in NY, TX. IAPD ↗
$252.9M RAUM · 4 reps · 412-781-7100 · wmswealthplanners.com
ComplianceMarketing & brand
47
WEDMONT PRIVATE CAPITAL notice-filed in OH. IAPD ↗
$2.37B RAUM · 5 reps · 6108858200
ComplianceMarketing & brand
47
MADISON PARTNERS notice-filed in OR. IAPD ↗
$1.09B RAUM · 12 reps · 608-210-1021
ComplianceMarketing & brand
47
SYNERGY INVESTMENT MANAGEMENT LLC notice-filed in MA, TX. IAPD ↗
$461.2M RAUM · 9 reps · 321-203-4458
ComplianceMarketing & brand
47
GIVERNY CAPITAL ASSET MANAGEMENT notice-filed in IL, NC. IAPD ↗
$502.6M RAUM · 2 reps · 646-669-8950
ComplianceMarketing & brand
47
FORGE FINANCIAL notice-filed in OH. IAPD ↗
$1.20B RAUM · 14 reps · 405-340-1600
ComplianceMarketing & brand
47
CORE ADVISORY GROUP notice-filed in NY, PA. IAPD ↗
$296.8M RAUM · 10 reps · 803-324-5464 · kingwealthpartners.com
ComplianceMarketing & brand
47
FOURTH DIMENSION WEALTH, LLC notice-filed in IL, SC. IAPD ↗
$283.6M RAUM · 9 reps · 440-664-4045 · 4d-wealth.com
ComplianceMarketing & brand
47
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC notice-filed in NJ. IAPD ↗
$12.91B RAUM · 25 reps · 414.765.1980 · nisi.net
ComplianceMarketing & brand
47
ODEON CAPITAL ADVISORS LLC notice-filed in NJ, TX. IAPD ↗
$786.0M RAUM · 3 reps · 212-230-5880 · odeonadvisors.com
ComplianceMarketing & brand
47
CYNDEO WEALTH PARTNERS notice-filed in OR. IAPD ↗
$2.58B RAUM · 15 reps · (727) 472-3700 · cyndeowp.com
ComplianceMarketing & brand
47
MAYFLOWER ADVISORS notice-filed in AZ. IAPD ↗
$4.78B RAUM · 24 reps · 617-259-1767
ComplianceMarketing & brand
47
QUENT CAPITAL, LLC notice-filed in AZ. IAPD ↗
$1.65B RAUM · 10 reps · 212-796-0707
ComplianceMarketing & brand
47
CARRICK LANE LLC notice-filed in IN. IAPD ↗
$2.38B RAUM · 5 reps · 212-433-8450 · carricklane.com
ComplianceMarketing & brand
47
TACTIVE ADVISORS, LLC notice-filed in OK, TN. IAPD ↗
$456.9M RAUM · 13 reps · 855-282-2848 · pcliftonfinancial.com
ComplianceMarketing & brand
47
CORDOBA ADVISORY PARTNERS LLC notice-filed in CA. IAPD ↗
$2.61B RAUM · 6 reps · (917) 746-4806 · cordobapartners.co
ComplianceMarketing & brand
47
HOWARD CAPITAL MANAGEMENT GROUP, LLC notice-filed in IL. IAPD ↗
$2.30B RAUM · 7 reps · 310-473-9100 · focusfinancialpartners.com
ComplianceMarketing & brand
47
GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in IA, MA. IAPD ↗
$661.7M RAUM · 15 reps · 734-656-8121
ComplianceMarketing & brand
47
OAK HARBOR WEALTH PARTNERS, LLC notice-filed in MD, WA. IAPD ↗
$623.1M RAUM · 4 reps · 919-800-0705 · oakharborwealthpartners.com
ComplianceMarketing & brand
47
VISTA FINANCE, LLC notice-filed in MN, WY. IAPD ↗
$273.8M RAUM · 5 reps · 314-518-5240
ComplianceMarketing & brand
47
YOUSIF CAPITAL MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$13.98B RAUM · 8 reps · 248-792-6634
ComplianceMarketing & brand
47
ALLEGIANCE FINANCIAL GROUP notice-filed in CO, NH. IAPD ↗
$505.0M RAUM · 6 reps · (703) 242-7900
ComplianceMarketing & brand
47
VICKERMAN INVESTMENT ADVISORS, INC. notice-filed in AK, UT. IAPD ↗
$466.6M RAUM · 4 reps · 509-325-7610 · vickermandriscoll.com
ComplianceMarketing & brand
47
THE ASCENT GROUP, LLC notice-filed in NE. IAPD ↗
$4.93B RAUM · 4 reps · 757-499-8300 · tagwm.com
ComplianceMarketing & brand
47
THEPARTNERS WEALTH MANAGEMENT notice-filed in DE, VA. IAPD ↗
$454.5M RAUM · 19 reps · 800-324-3010 · twsfinancialplanning.com
ComplianceMarketing & brand
47
INNOVATIVE WEALTH BUILDING LLC notice-filed in AL, NY. IAPD ↗
$525.0M RAUM · 8 reps · 240-237-8086
ComplianceMarketing & brand
47
INTERGY PRIVATE WEALTH, LLC notice-filed in NH, OH. IAPD ↗
$467.0M RAUM · 4 reps · 719-413-8820
ComplianceMarketing & brand
47
DOYENNE WEALTH ADVISORS notice-filed in WA. IAPD ↗
$1.81B RAUM · 10 reps · 312-374-0844 · doyenneadvisors.com
ComplianceMarketing & brand
47
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$1.58B RAUM · 5 reps · 212-697-1000
ComplianceMarketing & brand
47
TRANSCE3ND LLC notice-filed in OR, PA. IAPD ↗
$362.0M RAUM · 39 reps · 512-268-9220 · e3wealth.com
ComplianceMarketing & brand
47
PACE FINANCIAL ADVISORS notice-filed in CO, OH. IAPD ↗
$390.1M RAUM · 10 reps · 971-727-8434 · pace-fa.com
ComplianceMarketing & brand
47
SAVVY notice-filed in WI. IAPD ↗
$1.30B RAUM · 52 reps · 833-745-6789
ComplianceMarketing & brand
47
3CHOPT INVESTMENT PARTNERS LLC notice-filed in MD, SC. IAPD ↗
$739.1M RAUM · 3 reps · 804-401-1840 · 3choptinvest.com
ComplianceMarketing & brand
47
DAYMARK WEALTH PARTNERS, LLC notice-filed in UT. IAPD ↗
$3.94B RAUM · 19 reps · 513-838-2520
ComplianceMarketing & brand
47
ADVISOR PARTNERS notice-filed in AR. IAPD ↗
$7.67B RAUM · 9 reps · 888-265-2257 · advisorpartners.com
ComplianceMarketing & brand
47
GEARHART & ASSOCIATES notice-filed in MO, SC. IAPD ↗
$723.9M RAUM · 4 reps · 513-985-3450 · gearhart-assoc.com
ComplianceMarketing & brand
47
TFB ADVISORS, LLC notice-filed in MN, WI. IAPD ↗
$859.6M RAUM · 31 reps · 913-648-5526 · taxfavoredbenefits.com
ComplianceMarketing & brand
47
STRIVE ASSET MANAGEMENT notice-filed in FL. IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
ComplianceMarketing & brand
47
GATEWAY WEALTH PARTNERS, LLC notice-filed in MS. IAPD ↗
$1.25B RAUM · 66 reps · (920) 731-9293 · integratedwealthpartners.com
ComplianceMarketing & brand
47
TWIN PEAKS WEALTH ADVISORS notice-filed in GA, OR. IAPD ↗
$410.4M RAUM · 9 reps · (650) 200-0308
ComplianceMarketing & brand
47
CITI GLOBAL ALTERNATIVES, LLC notice-filed in FL. IAPD ↗
$23.66B RAUM · 54 reps · 212-559-1000 · privatebank.citibank.com
ComplianceMarketing & brand
47
ROSSBY FINANCIAL, LLC notice-filed in CT, MO. IAPD ↗
$358.6M RAUM · 2 reps · 321-209-0111
ComplianceMarketing & brand
47
STENGER FAMILY OFFICE, LLC notice-filed in CO, UT. IAPD ↗
$433.4M RAUM · 7 reps · 630-912-8295 · stengerfamilyoffice.com
ComplianceMarketing & brand
47
FIDUCIARY BENEFITS GROUP notice-filed in AZ, LA. IAPD ↗
$843.4M RAUM · 3 reps · 844-967-8491
ComplianceMarketing & brand
47
THREE SEASONS WEALTH notice-filed in NV, TX. IAPD ↗
$361.7M RAUM · 6 reps · 801-662-0585 · threeseasonswealth.com
ComplianceMarketing & brand
47
QUOTIENT WEALTH PARTNERS, LLC notice-filed in ME. IAPD ↗
$3.54B RAUM · 26 reps · (972) 807-0003
ComplianceMarketing & brand
47
FIDUCIARY FAMILY OFFICE, LLC notice-filed in LA, NY. IAPD ↗
$696.1M RAUM · 3 reps · (561) 353-4440 · fiduciaryfo.com
ComplianceMarketing & brand
47
WEALTHCARE CAPITAL PARTNERS, LLC notice-filed in DE, NY. IAPD ↗
$330.9M RAUM · 9 reps · 804.644.4711
ComplianceMarketing & brand
47
TOPSAIL WEALTH MANAGEMENT LLC notice-filed in KY. IAPD ↗
$1.03B RAUM · 3 reps · 980-308-9901 · topsailwealthmanagement.com
ComplianceMarketing & brand
47
MFP FINANCIAL SERVICES, LLC notice-filed in AZ, TN. IAPD ↗
$313.1M RAUM · 3 reps · 727-443-3300
ComplianceMarketing & brand
47
ELEVATED FINANCIAL GROUP notice-filed in MI, NE. IAPD ↗
$399.3M RAUM · 4 reps · 317-533-7721 · elevatedfg.com
ComplianceMarketing & brand
46
INNOVEST PORTFOLIO SOLUTIONS LLC notice-filed in LA, MI, NY. IAPD ↗
$0 RAUM · 29 reps · 303-694-1900 · innovestinc.com
ComplianceMarketing & brand
46
THE BEDMINSTER GROUP notice-filed in CA, MA, NY. IAPD ↗
$181.8M RAUM · 2 reps · 843-705-5544
ComplianceMarketing & brand
46
THE PRIVATE INVESTMENT GROUP, INC. notice-filed in FL, SC, TX. IAPD ↗
$157.1M RAUM · 2 reps · 937-434-0500 · tpiginc.com
ComplianceMarketing & brand
46
CENTER FOR ASSET MANAGEMENT, LLC notice-filed in CT, NY, TX. IAPD ↗
$229.1M RAUM · 2 reps · 561-625-0900 · cf-am.com
ComplianceMarketing & brand
46
FMSA notice-filed in GA, PA, TN. IAPD ↗
$189.1M RAUM · 12 reps · 5612892602 · myfmsa.com
ComplianceMarketing & brand
46
CAITLIN JOHN, LLC notice-filed in GA, LA, NH. IAPD ↗
$183.4M RAUM · 19 reps · 810-355-1325 · caitlinjohn.com
ComplianceMarketing & brand
46
FIRST AMERICAN ASSET ADVISORY, LLC notice-filed in FL, OR, PA. IAPD ↗
$140.2M RAUM · 5 reps · (516) 622-3100 · firstaaa.com
ComplianceMarketing & brand
46
NEST EGG notice-filed in DE, IA, TX. IAPD ↗
$101.6M RAUM · 7 reps · 888-345-2163 · mybanknestegg.com
ComplianceMarketing & brand
46
HESEN & HASLAM notice-filed in LA, NV, UT. IAPD ↗
$250.0M RAUM · 3 reps · 818-200-1107 · hhretirement.com
ComplianceMarketing & brand
46
STRATEGIC ADVISORY SERVICES notice-filed in FL, GA, LA. IAPD ↗
$211.7M RAUM · 10 reps · 901-751-2025 · saswealthadvisors.com
ComplianceMarketing & brand
46
BLACK KNIGHT WEALTH MANAGEMENT, LLC notice-filed in CA, FL, NE. IAPD ↗
$240.0M RAUM · 5 reps · 972-786-6527 · blackknightwm.com
ComplianceMarketing & brand
46
OPTIMA CAPITAL MANAGEMENT notice-filed in IN, UT, WI. IAPD ↗
$116.5M RAUM · 4 reps · 480-757-9052
ComplianceMarketing & brand
46
DRIVEN INVESTMENTS LLC notice-filed in MO, MT, RI. IAPD ↗
$168.6M RAUM · 5 reps · 844-932-3272
ComplianceMarketing & brand
46
KURE ADVISORY, LLC notice-filed in CA, CO, NY. IAPD ↗
$190.7M RAUM · 5 reps · 763-412-3891 · incomeplanninggroup.com
ComplianceMarketing & brand
46
NINE30 ADVISORS LLC notice-filed in AZ, IL, OH. IAPD ↗
$189,507 RAUM · 2 reps · (650) 391-4391 · nine30.com
ComplianceMarketing & brand
46
MAIN ADVISORY, INC. notice-filed in GA, MD, VA. IAPD ↗
$128.2M RAUM · 2 reps · (724) 731-0173 · mainadvisory.com
ComplianceMarketing & brand
46
TRUMAN WEALTH ADVISORS notice-filed in MN, TN, TX. IAPD ↗
$0 RAUM · 3 reps · 573-227-2077 · trumanwealthadvisors.com
ComplianceMarketing & brand
45
CARL P. SHERR & CO., LLC notice-filed in RI. IAPD ↗
$450.5M RAUM · 3 reps · 508-791-7126
ComplianceMarketing & brand
45
ALLEGHENY INVESTMENTS notice-filed in LA. IAPD ↗
$633.8M RAUM · 13 reps · 412-367-3880
ComplianceMarketing & brand
45
LESKO SECURITIES, INC. notice-filed in CA. IAPD ↗
$597.1M RAUM · 12 reps · 607-724-2421
ComplianceMarketing & brand
45
FSB PREMIER WEALTH MANAGEMENT, INC. notice-filed in CA. IAPD ↗
$346.7M RAUM · 11 reps · 319-235-6561 · fsbfs.com
ComplianceMarketing & brand
45
CHAPIN DAVIS ASSET MANAGEMENT notice-filed in CO. IAPD ↗
$539.1M RAUM · 23 reps · 410-435-3200
ComplianceMarketing & brand
45
UNITED BROKERAGE SERVICES INC notice-filed in GA. IAPD ↗
$389.1M RAUM · 53 reps · 888-424-6158 · united-brokerage.com
ComplianceMarketing & brand
45
USA FINANCIAL SECURITIES CORPORATION notice-filed in WY. IAPD ↗
$301.5M RAUM · 141 reps · 888-407-8198 · advisorskinny.com
ComplianceMarketing & brand
45
FIDUCIARY ADVISORS, LLC notice-filed in FL. IAPD ↗
$464.5M RAUM · 1 reps · 801-492-7341 · fiduciaryadvisors.com
ComplianceMarketing & brand
45
AUFMAN ASSOCIATES INC notice-filed in LA. IAPD ↗
$863.2M RAUM · 3 reps · 724-934-5600 · aufmanassociates.com
ComplianceMarketing & brand
45
PEGASUS ASSET MANAGEMENT INC notice-filed in CT. IAPD ↗
$473.2M RAUM · 3 reps · 845-369-9422 · pegasusassetmgt.com
ComplianceMarketing & brand
45
BLANKINSHIP & FOSTER, LLC notice-filed in NH. IAPD ↗
$862.2M RAUM · 8 reps · 858-755-5166
ComplianceMarketing & brand
45
THE ARKANSAS FINANCIAL GROUP, INC. notice-filed in AL. IAPD ↗
$861.4M RAUM · 5 reps · 501-376-9051
ComplianceMarketing & brand
45
BRIAUD FINANCIAL ADVISORS notice-filed in NE. IAPD ↗
$775.3M RAUM · 5 reps · 979-260-9771 · briaud.com
ComplianceMarketing & brand
45
INDEPENDENT INVESTORS INC notice-filed in CT. IAPD ↗
$541.2M RAUM · 2 reps · 631-979-2142
ComplianceMarketing & brand
45
NIGHT OWL CAPITAL MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$865.8M RAUM · 5 reps · 203-302-3870 · nightowlcapital.com
ComplianceMarketing & brand
45
CHATHAM CAPITAL GROUP INC notice-filed in NY. IAPD ↗
$780.6M RAUM · 4 reps · 912-691-2320
ComplianceMarketing & brand
45
PETTYJOHN, WOOD & WHITE, INC. notice-filed in LA. IAPD ↗
$853.8M RAUM · 5 reps · 434-845-1266 · pwandw.com
ComplianceMarketing & brand
45
SNYDER WEALTH GROUP notice-filed in VA. IAPD ↗
$375.7M RAUM · 4 reps · 631-289-4224
ComplianceMarketing & brand
45
SIERRA INVESTMENT MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$385.1M RAUM · 8 reps · 310-452-1887
ComplianceMarketing & brand
45
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC notice-filed in CO. IAPD ↗
$695.6M RAUM · 6 reps · 978-356-6333 · ipswichinvestment.com
ComplianceMarketing & brand
45
BRUNI J V & CO notice-filed in NC. IAPD ↗
$946.9M RAUM · 3 reps · 719-575-9880 · jvbruni.com
ComplianceMarketing & brand
45
STERLING CAPITAL MANAGEMENT INC notice-filed in CO. IAPD ↗
$255.2M RAUM · 2 reps · 262-970-9700
ComplianceMarketing & brand
45
DOMINION PORTFOLIO MANAGEMENT, INC. notice-filed in OK. IAPD ↗
$261.3M RAUM · 20 reps · 813-264-0440
ComplianceMarketing & brand
45
TRUST ADVISORY GROUP LTD notice-filed in WI. IAPD ↗
$494.4M RAUM · 30 reps · 800-292-2411 · paramountfingrp.com
ComplianceMarketing & brand
45
PEAK ASSET MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$910.0M RAUM · 11 reps · 303-926-0100 · peakam.com
ComplianceMarketing & brand
45
GRANT STREET ASSET MANAGEMENT INC notice-filed in SC. IAPD ↗
$668.9M RAUM · 6 reps · 412-257-8060
ComplianceMarketing & brand
45
ASPYRE WEALTH PARTNERS notice-filed in OR. IAPD ↗
$669.3M RAUM · 11 reps · 913-345-1881 · aspyrewealth.com
ComplianceMarketing & brand
45
PREMIER FINANCIAL GROUP INC notice-filed in TX. IAPD ↗
$721.4M RAUM · 11 reps · 707-443-2741
ComplianceMarketing & brand
45
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. notice-filed in NC. IAPD ↗
$805.1M RAUM · 9 reps · 925-932-0344
ComplianceMarketing & brand
45
GPM GROWTH INVESTORS, INC. notice-filed in NY. IAPD ↗
$258.1M RAUM · 5 reps · 248-865-0518
ComplianceMarketing & brand
45
SOWA FINANCIAL GROUP notice-filed in LA. IAPD ↗
$419.7M RAUM · 3 reps · 401-434-8090 · sowafinancial.com
ComplianceMarketing & brand
45
KELMAN LAZAROV INC notice-filed in SC. IAPD ↗
$705.4M RAUM · 12 reps · 901-685-8284 · kelman-lazarov.com
ComplianceMarketing & brand
45
BLUE OCEAN CAPITAL notice-filed in NC. IAPD ↗
$517.3M RAUM · 5 reps · 561-659-3301 · blueoceancpa.com
ComplianceMarketing & brand
45
SHOKER INVESTMENTS notice-filed in TX. IAPD ↗
$420.7M RAUM · 2 reps · 513-524-1776 · marketspectator.tumblr.com
ComplianceMarketing & brand
45
HANSON & DOREMUS INVESTMENT MANAGEMENT notice-filed in IL. IAPD ↗
$849.6M RAUM · 11 reps · 802-658-2668 · hansondoremus.com
ComplianceMarketing & brand
45
AVISO WEALTH MANAGEMENT notice-filed in AK. IAPD ↗
$494.9M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
ComplianceMarketing & brand
45
OLD PORT ADVISORS notice-filed in CA. IAPD ↗
$746.4M RAUM · 11 reps · 207-774-6552
ComplianceMarketing & brand
45
LOMBARD ADVISERS INCORPORATED notice-filed in KY. IAPD ↗
$567.4M RAUM · 31 reps · 410-342-1300 · golombard.com
ComplianceMarketing & brand
45
WHITE PINE CAPITAL LLC notice-filed in WI. IAPD ↗
$363.7M RAUM · 3 reps · 612-376-9765 · whitepinecapital.com
ComplianceMarketing & brand
45
BOUVEL INVESTMENT PARTNERS, LLC notice-filed in UT. IAPD ↗
$313.8M RAUM · 2 reps · 610-933-3300 · bouvel.com
ComplianceMarketing & brand
45
LEGACY CONSULTING GROUP notice-filed in CO. IAPD ↗
$356.4M RAUM · 2 reps · 972-599-4750 · legacyconsultinggroup.com
ComplianceMarketing & brand
45
STERLING FINANCIAL PLANNING INC notice-filed in TN. IAPD ↗
$671.9M RAUM · 7 reps · 973-729-1234 · sterlingadvice.com
ComplianceMarketing & brand
45
SIERRA ASSET MANAGEMENT notice-filed in LA. IAPD ↗
$385.4M RAUM · 1 reps · 559-658-5193
ComplianceMarketing & brand
45
MCGOWAN & CO LLP notice-filed in LA. IAPD ↗
$575.4M RAUM · 3 reps · 610-520-2400 · mcgowanco.com
ComplianceMarketing & brand
45
TOWER VIEW WEALTH MANAGEMENT LLC notice-filed in LA. IAPD ↗
$281.9M RAUM · 2 reps · 414-253-4096 · tower-view.com
ComplianceMarketing & brand
45
VAWTER FINANCIAL LTD notice-filed in NC. IAPD ↗
$313.6M RAUM · 4 reps · 614-451-1002
ComplianceMarketing & brand
45
DUMONT & BLAKE INVESTMENT ADVISORS LLC notice-filed in DE. IAPD ↗
$540.8M RAUM · 4 reps · 609-514-1899
ComplianceMarketing & brand
45
SHAYNE & JACOBS, LLC notice-filed in NY. IAPD ↗
$561.9M RAUM · 4 reps · 615/250-1600 · shayneandjacobs.com
ComplianceMarketing & brand
45
NAVPOINT FINANCIAL, INC. notice-filed in WI. IAPD ↗
$643.6M RAUM · 7 reps · 952-746-1115 · navpoint-financial.com
ComplianceMarketing & brand
45
TILLMAN HARTLEY LLC notice-filed in TX. IAPD ↗
$609.3M RAUM · 3 reps · 352-335-9015 · tillmanhartley.com
ComplianceMarketing & brand
45
WAGNER LOFTIN INVESTMENT SERVICES LLC notice-filed in NY. IAPD ↗
$478.5M RAUM · 7 reps · 925-930-7176 · wlisinvest.com
ComplianceMarketing & brand
45
LINCOLN CAPITAL CORPORATION notice-filed in VT. IAPD ↗
$377.5M RAUM · 4 reps · (401) 454-3040 · lincolncapitalcorp.com
ComplianceMarketing & brand
45
STRATEGY ASSET MANAGERS L.L.C. notice-filed in VA. IAPD ↗
$741.5M RAUM · 9 reps · 626-657-0559
ComplianceMarketing & brand
45
SCHAEFER FINANCIAL MANAGEMENT, INC. notice-filed in MA. IAPD ↗
$979.1M RAUM · 7 reps · 303-770-6700
ComplianceMarketing & brand
45
KEATING INVESTMENT COUNSELORS INC notice-filed in SC. IAPD ↗
$343.5M RAUM · 3 reps · 561-278-7862 · keatinginvestment.com
ComplianceMarketing & brand
45
KNIGHTSBRIDGE WEALTH MANAGEMENT notice-filed in FL. IAPD ↗
$833.5M RAUM · 7 reps · 949-644-4444 · knightsb.com
ComplianceMarketing & brand
45
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$295.8M RAUM · 4 reps · 763-201-1025
ComplianceMarketing & brand
45
OMC FINANCIAL SERVICES LTD notice-filed in PA. IAPD ↗
$286.8M RAUM · 3 reps · 315-446-8720 · omcfinance.com
ComplianceMarketing & brand
45
CLARK FINANCIAL SERVICES GROUP, INC. notice-filed in CA. IAPD ↗
$456.1M RAUM · 5 reps · 314-469-5000 · clarkfin.com
ComplianceMarketing & brand
45
NOESIS CAPITAL MANAGEMENT CORP notice-filed in CO. IAPD ↗
$707.2M RAUM · 7 reps · 561-999-9888 · noesis-capital.com
ComplianceMarketing & brand
45
THE MARSHALL FINANCIAL GROUP, INC notice-filed in OH. IAPD ↗
$866.4M RAUM · 20 reps · (215) 348-9393
ComplianceMarketing & brand
45
DOCK STREET ASSET MANAGEMENT INC notice-filed in NE. IAPD ↗
$905.8M RAUM · 4 reps · 203-532-9470 · dockstreet.com
ComplianceMarketing & brand
45
BLUME CAPITAL MANAGEMENT, INC. notice-filed in OR. IAPD ↗
$696.1M RAUM · 2 reps · 510-549-3534 · blumecapital.com
ComplianceMarketing & brand
45
THE STERLING GROUP notice-filed in GA. IAPD ↗
$396.6M RAUM · 4 reps · 626-440-5995
ComplianceMarketing & brand
45
CONSULTIVA WEALTH MANAGEMENT, CORP. notice-filed in WY. IAPD ↗
$429.7M RAUM · 17 reps · 787-763-5868 · consultiva.com
ComplianceMarketing & brand
45
CHICAGO WEALTH MANAGEMENT, INC. notice-filed in MI. IAPD ↗
$307.4M RAUM · 4 reps · 312-376-8350
ComplianceMarketing & brand
45
MWA FINANCIAL SERVICES, INC. notice-filed in MT. IAPD ↗
$376.9M RAUM · 134 reps · 309-558-3100
ComplianceMarketing & brand
45
NEW PERSPECTIVES, INC. notice-filed in CA. IAPD ↗
$288.6M RAUM · 3 reps · 601-991-3158 · newper.com
ComplianceMarketing & brand
45
RADEMACHER FINANCIAL, INC. notice-filed in NY. IAPD ↗
$262.9M RAUM · 5 reps · 785-865-5308 · rademacherfinancial.com
ComplianceMarketing & brand
45
AMERICAN TRUST INVESTMENT ADVISORS, LLC notice-filed in ME. IAPD ↗
$497.3M RAUM · 2 reps · 603-448-6415 · amertrust.com
ComplianceMarketing & brand
45
PARSONS CAPITAL MANAGEMENT, LLC notice-filed in UT. IAPD ↗
$803.8M RAUM · 2 reps · 908-730-0011 · parsonscapitalmanagement.com
ComplianceMarketing & brand
45
PROFESSIONAL FINANCIAL SOLUTIONS, LLC notice-filed in DC. IAPD ↗
$330.4M RAUM · 5 reps · 703-385-0870
ComplianceMarketing & brand
45
ELEMENT WEALTH, LLC notice-filed in NC. IAPD ↗
$641.9M RAUM · 7 reps · 601-957-6006 · myelementwealth.com
ComplianceMarketing & brand
45
BCS WEALTH MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$811.6M RAUM · 8 reps · 423-283-9821
ComplianceMarketing & brand
45
HARMONY ASSET MANAGEMENT LLC notice-filed in SC. IAPD ↗
$393.6M RAUM · 8 reps · 480-314-5967
ComplianceMarketing & brand
45
WINDSOR CAPITAL MANAGEMENT, LLC notice-filed in OR. IAPD ↗
$665.0M RAUM · 5 reps · 480-515-3514 · moneyuncomplicated.net
ComplianceMarketing & brand
45
HRC WEALTH MANAGEMENT, LLC notice-filed in MT. IAPD ↗
$404.9M RAUM · 8 reps · 208-882-5547 · haydenross.com
ComplianceMarketing & brand
45
AMERANT INVESTMENTS, INC. notice-filed in CA. IAPD ↗
$688.2M RAUM · 15 reps · 305-460-8599 · amerantinvestments.com
ComplianceMarketing & brand
45
SQUIRE WEALTH ADVISORS notice-filed in NE. IAPD ↗
$493.9M RAUM · 12 reps · 801-226-7722
ComplianceMarketing & brand
45
COLLEGIATE CAPITAL MANAGEMENT, INC. notice-filed in LA. IAPD ↗
$582.3M RAUM · 4 reps · 919-838-0101
ComplianceMarketing & brand
45
FINANCIAL AVENGERS, INC. notice-filed in OR. IAPD ↗
$433.3M RAUM · 2 reps · (415) 773-2174
ComplianceMarketing & brand
45
NUVERSE ADVISORS LLC notice-filed in FL. IAPD ↗
$963.7M RAUM · 6 reps · 305-932-6010 · nuverse.com
ComplianceMarketing & brand
45
NAVALIGN, LLC notice-filed in LA. IAPD ↗
$655.6M RAUM · 7 reps · 818-728-4500 · navalign.com
ComplianceMarketing & brand
45
PATTON WEALTH ADVISORS notice-filed in LA. IAPD ↗
$671.1M RAUM · 1 reps · 214-234-9900
ComplianceMarketing & brand
45
HWA FINANCIAL GROUP notice-filed in GA. IAPD ↗
$255.9M RAUM · 3 reps · 410.696.4025
ComplianceMarketing & brand
45
RIDGEWOOD INVESTMENTS notice-filed in MD. IAPD ↗
$346.7M RAUM · 5 reps · 973-544-6970 · ridgewoodinvestments.com
ComplianceMarketing & brand
45
ALTRIUS CAPITAL MANAGEMENT, INC. notice-filed in MO. IAPD ↗
$626.8M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
ComplianceMarketing & brand
45
MATSON FINANCIAL ADVISORS, INC. notice-filed in FL. IAPD ↗
$446.9M RAUM · 3 reps · 203-743-0131
ComplianceMarketing & brand
45
KASSOUF WEALTH ADVISORS, LLC notice-filed in TN. IAPD ↗
$402.4M RAUM · 7 reps · 205-776-0100 · kassoufwealth.com
ComplianceMarketing & brand
45
SAXONY CAPITAL MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$297.9M RAUM · 0 reps · 314-963-9336 · saxonycapitalmanagement.com
ComplianceMarketing & brand
45
CARMEL CAPITAL PARTNERS, LLC notice-filed in FL. IAPD ↗
$380.3M RAUM · 7 reps · 858-457-7544
ComplianceMarketing & brand
45
MOSELEY INVESTMENT MANAGEMENT, INC. notice-filed in CO. IAPD ↗
$410.4M RAUM · 3 reps · 941-745-2799 · moseleyinvestment.com
ComplianceMarketing & brand
45
NWK GROUP notice-filed in OR. IAPD ↗
$570.9M RAUM · 4 reps · 415-248-2700
ComplianceMarketing & brand
45
HELLER WEALTH MANAGEMENT notice-filed in TX. IAPD ↗
$445.9M RAUM · 3 reps · 631-248-3600
ComplianceMarketing & brand
45
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC notice-filed in NH. IAPD ↗
$372.6M RAUM · 7 reps · 260-436-2051
ComplianceMarketing & brand
45
ARCATAUR CAPITAL MANAGEMENT LLC notice-filed in MN. IAPD ↗
$403.6M RAUM · 6 reps · 414-225-8200 · arcataur.com
ComplianceMarketing & brand
45
OMNI 360 WEALTH, INC. notice-filed in VA. IAPD ↗
$324.5M RAUM · 4 reps · 609-452-0889 · omni360advisors.com
ComplianceMarketing & brand
45
CORNERSTONE WEALTH ADVISORS, INC. notice-filed in LA. IAPD ↗
$527.8M RAUM · 5 reps · (952) 920-3900 · cornerstonewealthadvisors.com
ComplianceMarketing & brand
45
SYMPHONY FINANCIAL SERVICES, INC. notice-filed in NJ. IAPD ↗
$376.1M RAUM · 7 reps · 330-434-2000
ComplianceMarketing & brand
45
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. notice-filed in CO. IAPD ↗
$350.8M RAUM · 2 reps · 859-223-6333
ComplianceMarketing & brand
45
PKS ADVISORY SERVICES, LLC notice-filed in SD. IAPD ↗
$905.4M RAUM · 37 reps · (518) 426-5791 · woehlerfinancialgroup.com
ComplianceMarketing & brand
45
RB CAPITAL MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$817.2M RAUM · 12 reps · (775) 993-2900
ComplianceMarketing & brand
45
HIGHLAND FINANCIAL ADVISORS, LLC notice-filed in PA. IAPD ↗
$503.8M RAUM · 9 reps · 973-557-2933
ComplianceMarketing & brand
45
FRISCH FINANCIAL GROUP, INC. notice-filed in NC. IAPD ↗
$789.7M RAUM · 7 reps · 516-694-7900
ComplianceMarketing & brand
45
SMITH ASSET MANAGEMENT CO., LLC notice-filed in CA. IAPD ↗
$261.4M RAUM · 4 reps · 352-493-7700 · smithamco.com
ComplianceMarketing & brand
45
FRANCIS FINANCIAL notice-filed in NH. IAPD ↗
$680.3M RAUM · 7 reps · 212-374-9008 · francisfinancial.com
ComplianceMarketing & brand
45
TEMPLETON FINANCIAL SERVICES INC. notice-filed in TX. IAPD ↗
$384.1M RAUM · 3 reps · 480.883.1073 · tfsformunis.com
ComplianceMarketing & brand
45
HOGANTAYLOR WEALTH notice-filed in TN. IAPD ↗
$496.8M RAUM · 6 reps · 918.388.2690 · hogantaylorwealth.com
ComplianceMarketing & brand
45
NELSON CAPITAL MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$711.7M RAUM · 7 reps · (650) 322-4000
ComplianceMarketing & brand
45
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC notice-filed in WI. IAPD ↗
$474.5M RAUM · 4 reps · 888-375-4918
ComplianceMarketing & brand
45
BROOK CAPITAL notice-filed in NC. IAPD ↗
$256.4M RAUM · 4 reps · 262-784-7205 · brookcapital.com
ComplianceMarketing & brand
45
WESTWOOD WEALTH MANAGEMENT notice-filed in WA. IAPD ↗
$638.2M RAUM · 23 reps · 2147566900
ComplianceMarketing & brand
45
GRYPHON ADVISORS, LLC notice-filed in IN. IAPD ↗
$533.3M RAUM · 3 reps · 847-424-0465 · gryphonadvisors.net
ComplianceMarketing & brand
45
PROSTATIS FINANCIAL ADVISORS GROUP notice-filed in GA. IAPD ↗
$508.9M RAUM · 18 reps · 410-863-1040
ComplianceMarketing & brand
45
SILVERLEAFE CAPITAL PARTNERS, LLC notice-filed in LA. IAPD ↗
$435.8M RAUM · 4 reps · 901-259-3345
ComplianceMarketing & brand
45
CAPITAL TRUST ADVISORS notice-filed in WA. IAPD ↗
$356.8M RAUM · 4 reps · (415) 399-9100 · capitaltrustadvisors.com
ComplianceMarketing & brand
45
BIVIUM CAPITAL PARTNERS, LLC notice-filed in CT, DC, NC, PA, TN, VA. IAPD ↗institutional
$5.10B RAUM · 9 reps · 415-825-0610 · biviumcapital.com
ComplianceMarketing & brand
45
KENDALL CAPITAL MANAGEMENT notice-filed in CO. IAPD ↗
$604.1M RAUM · 6 reps · 301-838-9110
ComplianceMarketing & brand
45
MARYLAND CAPITAL ADVISORS, INC. notice-filed in NC. IAPD ↗
$428.6M RAUM · 3 reps · 410-604-2741
ComplianceMarketing & brand
45
CAPITAL MARKETS IQ, LLC notice-filed in KY. IAPD ↗
$450.9M RAUM · 19 reps · 310.882.6380
ComplianceMarketing & brand
45
SPECTRUM WEALTH MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$269.5M RAUM · 3 reps · 949-597-0101 · swmadvisors.com
ComplianceMarketing & brand
45
THE RICE PARTNERSHIP, LLC notice-filed in OR. IAPD ↗
$785.8M RAUM · 9 reps · 808-585-7788
ComplianceMarketing & brand
45
HOLLAND ADVISORY SERVICES, INC. notice-filed in TN. IAPD ↗
$263.5M RAUM · 11 reps · 386-671-7526
ComplianceMarketing & brand
45
NORTH BERKELEY WEALTH MANAGEMENT, LLC notice-filed in LA. IAPD ↗
$710.6M RAUM · 8 reps · 510-528-5820
ComplianceMarketing & brand
45
IFRAH FINANCIAL SERVICES, INC. notice-filed in CO. IAPD ↗
$446.9M RAUM · 9 reps · 501-821-7733 · ifrahfinancial.com
ComplianceMarketing & brand
45
ELCO MANAGEMENT COMPANY, LLC notice-filed in LA. IAPD ↗
$252.2M RAUM · 7 reps · 212-603-7582 · elcomanagement.com
ComplianceMarketing & brand
45
PYA WALTMAN CAPITAL, LLC notice-filed in NC. IAPD ↗
$819.3M RAUM · 11 reps · 865-693-6301
ComplianceMarketing & brand
45
STONE HOUSE INVESTMENT MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$669.9M RAUM · 13 reps · (570) 836-7020
ComplianceMarketing & brand
45
TORREY GROWTH & INCOME ADVISORS, LLC notice-filed in DC. IAPD ↗
$322.2M RAUM · 2 reps · 760-274-2744
ComplianceMarketing & brand
45
USA FINANCIAL FORMULAS CORPORATION notice-filed in WY. IAPD ↗
$625.5M RAUM · 4 reps · (888)407-8198 · portformulas.com
ComplianceMarketing & brand
45
BLUEPOINTE CAPITAL MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$879.5M RAUM · 4 reps · 650-293-4545 · bluepointeventures.com
ComplianceMarketing & brand
45
NEWPORT GROUP CONSULTING, LLC notice-filed in AK, AR, DC, DE, HI, ID, KS, KY, MT, ND, NH, NM, NV, OK, RI, UT, VT, WY. IAPD ↗institutional
$4.40B RAUM · 10 reps · 407-333-2905 · newportgroup.com
ComplianceMarketing & brand
45
MERIT FINANCIAL PARTNERS LLC notice-filed in NH. IAPD ↗
$313.8M RAUM · 6 reps · 718-898-0871 · meritfinancialpartners.com
ComplianceMarketing & brand
45
PINNACLE CAPITAL MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$263.5M RAUM · 6 reps · 315-234-9716 · cpcfs.com
ComplianceMarketing & brand
45
PEIRCE CAPITAL MANAGEMENT, LLC notice-filed in NM. IAPD ↗
$456.8M RAUM · 5 reps · (281) 858-3524 · peircecap.com
ComplianceMarketing & brand
45
TOTAL CLARITY WEALTH MANAGEMENT, INC notice-filed in NY. IAPD ↗
$607.9M RAUM · 20 reps · 630-762-9352 · totalclaritybusiness.com
ComplianceMarketing & brand
45
KEATING FINANCIAL ADVISORY SERVICES notice-filed in KY. IAPD ↗
$330.0M RAUM · 30 reps · 785-537-0366 · purposefulwealthadvisors.com
ComplianceMarketing & brand
45
PEACHTREE INVESTMENT PARTNERS, LLC notice-filed in NE. IAPD ↗
$305.3M RAUM · 2 reps · 404-226-2728 · peachtreeinvestmentpartners.com
ComplianceMarketing & brand
45
GUARDIAN WEALTH ADVISORS, LLC notice-filed in LA. IAPD ↗
$267.2M RAUM · 3 reps · 952-746-3211
ComplianceMarketing & brand
45
ROBINSWOOD FINANCIAL notice-filed in CO. IAPD ↗
$366.6M RAUM · 5 reps · 452-296-1611 · robinswood.com
ComplianceMarketing & brand
45
CAIRN INVESTMENT GROUP notice-filed in SC. IAPD ↗
$350.8M RAUM · 4 reps · 503-241-4901
ComplianceMarketing & brand
45
BARRY INVESTMENT ADVISORS, LLC notice-filed in SC. IAPD ↗
$712.6M RAUM · 8 reps · 888-992-8601 · barryinvestmentadvisors.com
ComplianceMarketing & brand
45
PASI INVESTMENTS, LLC notice-filed in CO. IAPD ↗
$564.2M RAUM · 4 reps · 860-284-6880
ComplianceMarketing & brand
45
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$531.1M RAUM · 2 reps · 917-660-0980 · redlighthouseinvestment.com
ComplianceMarketing & brand
45
TRADEWINDS CAPITAL MANAGEMENT, LLC notice-filed in ID. IAPD ↗
$602.8M RAUM · 7 reps · 360-715-9000
ComplianceMarketing & brand
45
AVIANCE CAPITAL PARTNERS LLC notice-filed in NC. IAPD ↗
$971.0M RAUM · 6 reps · 239-598-4747
ComplianceMarketing & brand
45
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC notice-filed in TN. IAPD ↗
$373.6M RAUM · 5 reps · 229-439-2348
ComplianceMarketing & brand
45
GREAT POINT WEALTH ADVISORS, LLC notice-filed in VT. IAPD ↗
$627.5M RAUM · 3 reps · (617) 585-0050 · greatpointwealth.com
ComplianceMarketing & brand
45
COURAGE MILLER PARTNERS, LLC notice-filed in OR. IAPD ↗
$418.8M RAUM · 3 reps · 757-390-3100 · couragemiller.com
ComplianceMarketing & brand
45
HT PARTNERS LLC notice-filed in MA. IAPD ↗
$503.4M RAUM · 5 reps · 860-662-4197 · htpartnersfamilywealth.com
ComplianceMarketing & brand
45
THE RETIREMENT SOLUTION LLC notice-filed in NC. IAPD ↗
$573.3M RAUM · 15 reps · 425-558-3700
ComplianceMarketing & brand
45
CONVERGENCE INVESTMENT PARTNERS, LLC notice-filed in NV. IAPD ↗
$464.8M RAUM · 4 reps · 561-494-8001
ComplianceMarketing & brand
45
CENTRAL TRUST BANK notice-filed in NE. IAPD ↗
$508.6M RAUM · 3 reps · 573-634-1105
ComplianceMarketing & brand
45
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. notice-filed in MI. IAPD ↗
$816.0M RAUM · 7 reps · (920) 882-5299
ComplianceMarketing & brand
45
ESSEX PRIVATE WEALTH MANAGEMENT LLC notice-filed in VA. IAPD ↗
$293.6M RAUM · 4 reps · (978) 887-5981 · huntwicke.com
ComplianceMarketing & brand
45
GIVERNY CAPITAL ADVISORS notice-filed in CT. IAPD ↗
$394.9M RAUM · 2 reps · 609-759-1250
ComplianceMarketing & brand
45
NOVA FINANCIAL SERVICES notice-filed in OR. IAPD ↗
$391.2M RAUM · 7 reps · 520-745-5555 · yourfuturebynova.com
ComplianceMarketing & brand
45
BLOSSOM WEALTH MANAGEMENT, LLC notice-filed in WA. IAPD ↗
$335.7M RAUM · 3 reps · 925-833-9999
ComplianceMarketing & brand
45
16TH AMENDMENT ADVISORS LLC notice-filed in OH. IAPD ↗
$323.6M RAUM · 6 reps · 212-332-1600 · 16rock.com
ComplianceMarketing & brand
45
WOODWARD FINANCIAL ADVISORS, INC. notice-filed in LA. IAPD ↗
$574.3M RAUM · 6 reps · 919-929-2495 · woodwardadvisors.com
ComplianceMarketing & brand
45
TIMONIER notice-filed in CO. IAPD ↗
$388.8M RAUM · 4 reps · 336-725-5010 · timonier.com
ComplianceMarketing & brand
45
LODESTONE WEALTH MANAGEMENT LLC notice-filed in CA. IAPD ↗
$306.2M RAUM · 3 reps · 509-413-2386 · lodestonewm.com
ComplianceMarketing & brand
45
MISSION CREEK CAPITAL PARTNERS, INC. notice-filed in NC. IAPD ↗
$630.4M RAUM · 8 reps · 415-363-0400 · missioncreekcap.com
ComplianceMarketing & brand
45
BULLDOG INVESTORS, LLP notice-filed in CO. IAPD ↗
$456.0M RAUM · 3 reps · 201-556-0092 · bulldoginvestors.com
ComplianceMarketing & brand
45
KUBHERA ENTERPRISES LLC notice-filed in GA. IAPD ↗
$290.2M RAUM · 3 reps · 609-799-5900 · kubhera.com
ComplianceMarketing & brand
45
KEVIN M. GIBNEY AND COMPANY, LLC notice-filed in FL. IAPD ↗
$296.3M RAUM · 2 reps · 908-970-9800 · gibneywealth.com
ComplianceMarketing & brand
45
FIRST FINANCIAL COACHING, INC. notice-filed in TN. IAPD ↗
$279.7M RAUM · 10 reps · 586-463-1880 · firstfinancialcoach.com
ComplianceMarketing & brand
45
FINANCIAL ADVISORS NETWORK, INC. notice-filed in MD. IAPD ↗
$954.0M RAUM · 11 reps · 714-597-6510
ComplianceMarketing & brand
45
HOEY INVESTMENTS, INC. notice-filed in AZ. IAPD ↗
$635.5M RAUM · 4 reps · 610-738-4280
ComplianceMarketing & brand
45
RIA ADVISORY GROUP, LLC notice-filed in NH. IAPD ↗
$456.5M RAUM · 23 reps · 515 965-8588 · riaadvisorygroup.com
ComplianceMarketing & brand
45
POLLOCK INVESTMENT ADVISORS, LLC notice-filed in LA. IAPD ↗
$322.4M RAUM · 3 reps · 734-929-2520 · pollockinvestmentadvisors.com
ComplianceMarketing & brand
45
DARA CAPITAL US, INC. notice-filed in CT. IAPD ↗
$515.9M RAUM · 2 reps · 646-779-9760
ComplianceMarketing & brand
45
RENAISSANCE INVESTMENT GROUP, LLC notice-filed in NC. IAPD ↗
$636.1M RAUM · 5 reps · 413-445-2481 · rigllc.com
ComplianceMarketing & brand
45
MEMBERS ADVISORY GROUP, LLC notice-filed in TN. IAPD ↗
$405.0M RAUM · 4 reps · (716) 632-4066 · membersadvgrp.com
ComplianceMarketing & brand
45
TRELLIS WEALTH ADVISORS, LLC notice-filed in CO. IAPD ↗
$385.5M RAUM · 4 reps · 805-548-8920 · trelliswealth.com
ComplianceMarketing & brand
45
GOODHAVEN CAPITAL MANAGEMENT notice-filed in FL. IAPD ↗
$434.7M RAUM · 2 reps · 305-677-7650 · goodhavenllc.com
ComplianceMarketing & brand
45
AVALAN, LLC notice-filed in MI. IAPD ↗
$488.9M RAUM · 10 reps · 805-962-7725 · winewomenworth.com
ComplianceMarketing & brand
45
POST RESCH TALLON GROUP notice-filed in MA. IAPD ↗
$293.1M RAUM · 6 reps · 585-249-1030 · postreschtallon.com
ComplianceMarketing & brand
45
COMPASS FINANCIAL MANAGEMENT LLC notice-filed in ME. IAPD ↗
$519.0M RAUM · 27 reps · 813-831-5168 · compassfmllc.com
ComplianceMarketing & brand
45
ELLIS INVESTMENT PARTNERS, LLC notice-filed in NH. IAPD ↗
$916.7M RAUM · 17 reps · 484-320-6300 · ellisinvestmentpartners.com
ComplianceMarketing & brand
45
GLOBAL VIEW CAPITAL MANAGEMENT LLC notice-filed in HI. IAPD ↗
$708.0M RAUM · 85 reps · 262-650-1030 · gvcmanagement.com
ComplianceMarketing & brand
45
RPG FAMILY WEALTH ADVISORY, LLC notice-filed in NJ. IAPD ↗
$590.3M RAUM · 13 reps · (888) 285-8600
ComplianceMarketing & brand
45
INVESTOR FAN notice-filed in NV. IAPD ↗
$427.7M RAUM · 11 reps · 425-372-7517 · facebook.com.sherpawealthstrategies
ComplianceMarketing & brand
45
CULTIVAR CAPITAL, INC. notice-filed in CO. IAPD ↗
$304.1M RAUM · 3 reps · 940-600-4553 · cultivarcapital.com
ComplianceMarketing & brand
45
SEQUENT PLANNING, LLC notice-filed in NM. IAPD ↗
$394.7M RAUM · 70 reps · 402-953-3544 · sequentplanning.com
ComplianceMarketing & brand
45
OAKWELL PRIVATE WEALTH MANAGEMENT notice-filed in CA. IAPD ↗
$461.9M RAUM · 9 reps · 1-800-55OAKWELL · oakwellpwm.com
ComplianceMarketing & brand
45
CORE WEALTH MANAGEMENT, INC. notice-filed in NE. IAPD ↗
$345.5M RAUM · 3 reps · 561-491-0231 · core-wm.com
ComplianceMarketing & brand
45
AMJ FINANCIAL WEALTH MANAGEMENT LLC notice-filed in SC. IAPD ↗
$427.4M RAUM · 7 reps · 703-466-0477
ComplianceMarketing & brand
45
FSA INVESTMENT GROUP, LLC notice-filed in MT. IAPD ↗
$709.5M RAUM · 13 reps · (850) 696-1550 · fsa-ig.com
ComplianceMarketing & brand
45
PARAGON FINANCIAL SERVICES notice-filed in NY. IAPD ↗
$337.4M RAUM · 4 reps · 804-673-8888 · investparagon.com
ComplianceMarketing & brand
45
AFFINITY CAPITAL ADVISORS LLC notice-filed in CO. IAPD ↗
$636.1M RAUM · 4 reps · 510-984-0261 · affinitycapital.com
ComplianceMarketing & brand
45
FULLCIRCLE WEALTH LLC notice-filed in IL. IAPD ↗
$393.5M RAUM · 4 reps · 972-480-6200 · fullcircle-wealth.com
ComplianceMarketing & brand
45
CASCADES CAPITAL ASSET MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$322.0M RAUM · 3 reps · 336-404-4746 · cascadescapital.com
ComplianceMarketing & brand
45
CONCENTRUM WEALTH MANAGEMENT notice-filed in FL. IAPD ↗
$809.3M RAUM · 5 reps · 408-840-4030
ComplianceMarketing & brand
45
COPPER FINANCIAL notice-filed in DC. IAPD ↗
$346.1M RAUM · 41 reps · 913-905-3600
ComplianceMarketing & brand
45
FINANCIAL PLANNING SOLUTIONS, LLC notice-filed in ME. IAPD ↗
$312.4M RAUM · 5 reps · 617-630-4978 · elderplan.com
ComplianceMarketing & brand
45
NAVIGOE, LLC notice-filed in AZ. IAPD ↗
$341.8M RAUM · 2 reps · 888-596-4636
ComplianceMarketing & brand
45
LOGICA CAPITAL ADVISERS, LLC notice-filed in TN. IAPD ↗
$522.6M RAUM · 4 reps · 424-652-9500
ComplianceMarketing & brand
45
TROXELL FINANCIAL notice-filed in AZ. IAPD ↗
$969.8M RAUM · 6 reps · (217) 321-3210 · troxellfinancial.com
ComplianceMarketing & brand
45
MBM WEALTH CONSULTANTS, LLC notice-filed in AZ. IAPD ↗
$417.9M RAUM · 6 reps · (636) 274-6262
ComplianceMarketing & brand
45
SANCHEZ WEALTH MANAGEMENT GROUP, LLC notice-filed in NE. IAPD ↗
$465.5M RAUM · 3 reps · 904-281-9261 · sanchezwealth.com
ComplianceMarketing & brand
45
CAPITAL PLANNING, LLC notice-filed in ID. IAPD ↗
$676.9M RAUM · 8 reps · 425-643-1800
ComplianceMarketing & brand
45
TRANSATLANTIQUE PRIVATE WEALTH LLC notice-filed in VA. IAPD ↗
$676.2M RAUM · 10 reps · 212 644 4219
ComplianceMarketing & brand
45
BRIDGEWATER ASSET MANAGEMENT LLC notice-filed in AZ. IAPD ↗
$298.5M RAUM · 5 reps · 636-536-9936 · bwam.net
ComplianceMarketing & brand
45
BROPHY WEALTH MANAGEMENT, LLC notice-filed in OH. IAPD ↗
$512.6M RAUM · 2 reps · (603) 668-2303 · brophywealth.com
ComplianceMarketing & brand
45
FLUENT FINANCIAL, LLC notice-filed in NM. IAPD ↗
$297.1M RAUM · 6 reps · 972-852-4800
ComplianceMarketing & brand
45
SIVIA CAPITAL PARTNERS, LLC notice-filed in NY. IAPD ↗
$640.8M RAUM · 2 reps · (415) 231-7490
ComplianceMarketing & brand
45
COIGN CAPITAL ADVISORS LLC notice-filed in NC. IAPD ↗
$321.0M RAUM · 7 reps · 801-676-4570 · coigncapital.com
ComplianceMarketing & brand
45
MFA WEALTH ADVISORS, LLC notice-filed in MD. IAPD ↗
$529.1M RAUM · 8 reps · 412-343-8700
ComplianceMarketing & brand
45
ARCHVEST WEALTH ADVISORS, INC. notice-filed in FL. IAPD ↗
$330.0M RAUM · 5 reps · 925-215-5600 · archvest.com
ComplianceMarketing & brand
45
FORTIS CAPITAL MANAGEMENT LLC notice-filed in NY. IAPD ↗
$726.3M RAUM · 11 reps · 425-453-5010
ComplianceMarketing & brand
45
RUEDI WEALTH MANAGEMENT, INC. notice-filed in AL. IAPD ↗
$432.0M RAUM · 5 reps · 217-356-1400
ComplianceMarketing & brand
45
WHITE OAKS WEALTH ADVISORS, INC. notice-filed in WI. IAPD ↗
$530.0M RAUM · 3 reps · 612-455-6900 · whiteoakswealth.com
ComplianceMarketing & brand
45
NARUS FINANCIAL PARTNERS, LLC notice-filed in LA. IAPD ↗
$467.7M RAUM · 6 reps · 866-534-0530
ComplianceMarketing & brand
45
BENTOAK CAPITAL notice-filed in FL. IAPD ↗
$803.7M RAUM · 14 reps · 817-550-6750
ComplianceMarketing & brand
45
NAVIGATE WEALTH MANAGEMENT, LLC notice-filed in MS. IAPD ↗
$354.6M RAUM · 6 reps · 205-224-9500
ComplianceMarketing & brand
45
QUARTZ PARTNERS INVESTMENT MANAGEMENT notice-filed in IL. IAPD ↗
$281.0M RAUM · 13 reps · 800-433-0422
ComplianceMarketing & brand
45
MARSHALL INVESTMENT MANAGEMENT, LLC notice-filed in GA. IAPD ↗
$264.1M RAUM · 8 reps · 303-991-6415
ComplianceMarketing & brand
45
THE GLEASON GROUP, INC. notice-filed in TN. IAPD ↗
$973.9M RAUM · 5 reps · (502) 882-7300
ComplianceMarketing & brand
45
INTEGRATED INVESTMENT CONSULTANTS, LLC notice-filed in CA. IAPD ↗
$773.2M RAUM · 9 reps · 866-433-3581 · integratedic.com
ComplianceMarketing & brand
45
THE MAIN STREET GROUP notice-filed in NY. IAPD ↗
$414.6M RAUM · 8 reps · 804-270-4470 · themainstreetgroup.com
ComplianceMarketing & brand
45
CASTLEPOINT WEALTH ADVISORS notice-filed in NH. IAPD ↗
$605.0M RAUM · 8 reps · 405-705-2906
ComplianceMarketing & brand
45
REDWOOD WEALTH MANAGEMENT GROUP, LLC notice-filed in TN. IAPD ↗
$282.5M RAUM · 3 reps · 856-500-2900 · redwoodwmg.com
ComplianceMarketing & brand
45
DGS CAPITAL MANAGEMENT notice-filed in MA. IAPD ↗
$535.5M RAUM · 4 reps · 646-992-4370 · dgs.capital
ComplianceMarketing & brand
45
R2 WEALTH MANAGEMENT PARTNERS notice-filed in NC. IAPD ↗
$386.2M RAUM · 5 reps · 402-489-9375
ComplianceMarketing & brand
45
SWEENEY & MICHEL, LLC notice-filed in NE. IAPD ↗
$625.9M RAUM · 3 reps · (530) 487-1777
ComplianceMarketing & brand
45
NICHOLAS WEALTH MANAGEMENT notice-filed in AZ. IAPD ↗
$413.7M RAUM · 10 reps · 404-890-5606
ComplianceMarketing & brand
45
KANEN WEALTH MANAGEMENT LLC notice-filed in PA. IAPD ↗
$340.9M RAUM · 3 reps · 631-863-3100 · kanenadvisory.com
ComplianceMarketing & brand
45
BMSS WESSON WEALTH SOLUTIONS notice-filed in TX. IAPD ↗
$577.1M RAUM · 6 reps · 205-982-5555 · bmsswesson.com
ComplianceMarketing & brand
45
WHIPPLEWOOD ADVISORS, LLC notice-filed in NE. IAPD ↗
$288.0M RAUM · 7 reps · 303-989-7600
ComplianceMarketing & brand
45
PARADIGM WEALTH ADVISORY LLC notice-filed in NH. IAPD ↗
$468.3M RAUM · 12 reps · (908) 450-7402
ComplianceMarketing & brand
45
WOLFF FINANCIAL MANAGEMENT LLC notice-filed in IN. IAPD ↗
$531.7M RAUM · 4 reps · 269-372-3100
ComplianceMarketing & brand
45
5C CAPITAL MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$537.4M RAUM · 7 reps · (347) 331-0648 · 5cwealth.com
ComplianceMarketing & brand
45
MAXIMAI INVESTMENT PARTNERS, LLC notice-filed in TX. IAPD ↗
$538.7M RAUM · 6 reps · 786-332-6050 · maximaipartners.com
ComplianceMarketing & brand
45
ORIN GREEN FINANCIAL, LLC notice-filed in TX. IAPD ↗
$463.8M RAUM · 4 reps · (858) 634-3232 · willowcreekfinancial..com
ComplianceMarketing & brand
45
PSI ADVISORS, LLC notice-filed in MA. IAPD ↗
$696.7M RAUM · 12 reps · (813)343-3860
ComplianceMarketing & brand
45
ROUND ROCK ADVISORS LLC notice-filed in LA. IAPD ↗
$814.6M RAUM · 14 reps · (203) 920-4774
ComplianceMarketing & brand
45
1776 WEALTH LLC notice-filed in NV. IAPD ↗
$372.1M RAUM · 2 reps · 678-257-2730 · 1776wealth.com
ComplianceMarketing & brand
45
RUNNING OAK CAPITAL LLC notice-filed in IL. IAPD ↗
$822.8M RAUM · 2 reps · 919-656-3712 · runningoak.com
ComplianceMarketing & brand
45
STORDAHL CAPITAL MANAGEMENT, INC. notice-filed in SC. IAPD ↗
$612.2M RAUM · 5 reps · 303-770-0602 · stordahlcap.com
ComplianceMarketing & brand
45
ALLIANCE WEALTH ADVISORS, LLC notice-filed in VA. IAPD ↗
$498.5M RAUM · 6 reps · 570-961-1516
ComplianceMarketing & brand
45
ALLIUM FINANCIAL ADVISORS, LLC notice-filed in AZ. IAPD ↗
$638.9M RAUM · 4 reps · 877-487-6860 · alliumfinancial.com
ComplianceMarketing & brand
45
LEEWARD FINANCIAL PARTNERS, LLC notice-filed in AZ. IAPD ↗
$323.8M RAUM · 3 reps · (206) 718-6644 · leewardfp.com
ComplianceMarketing & brand
45
RESOLUTE WEALTH ADVISOR, INC. notice-filed in MS. IAPD ↗
$258.4M RAUM · 4 reps · 419-422-4400 · resolutewealthadvisor.com
ComplianceMarketing & brand
45
TRUE NORTH RETIREMENT ADVISORS, LLC notice-filed in ID. IAPD ↗
$430.2M RAUM · 4 reps · (503) 387-6869 · truenorthretirementadvisors.com
ComplianceMarketing & brand
45
INNEALTA CAPITAL notice-filed in MN. IAPD ↗
$258.8M RAUM · 4 reps · (737) 808-4640
ComplianceMarketing & brand
45
MAIA WEALTH notice-filed in LA. IAPD ↗
$704.3M RAUM · 35 reps · (720) 644-8803 · maiawealth.com
ComplianceMarketing & brand
45
BRIDGEWEALTH ADVISORY GROUP, LLC notice-filed in NH. IAPD ↗
$740.1M RAUM · 6 reps · (559) 432-6100 · bridgewealth.com
ComplianceMarketing & brand
45
SOVEREIGN FINANCIAL GROUP, INC. notice-filed in SC. IAPD ↗
$882.7M RAUM · 16 reps · (888) 765-8180
ComplianceMarketing & brand
45
CAPASSO PLANNING PARTNERS LLC notice-filed in TN. IAPD ↗
$327.7M RAUM · 7 reps · 843-608-8487
ComplianceMarketing & brand
45
MCGUIRE WEALTH MANAGEMENT notice-filed in NY. IAPD ↗
$819.0M RAUM · 3 reps · 401-364-5000 · mcguirewealth.com
ComplianceMarketing & brand
45
INLET PRIVATE WEALTH, LLC notice-filed in TX. IAPD ↗
$554.9M RAUM · 3 reps · (561) 781-0400 · inletprivatewealth.com
ComplianceMarketing & brand
45
TRG ADVISORS, INC. notice-filed in NH. IAPD ↗
$547.7M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
ComplianceMarketing & brand
45
OXINAS PARTNERS WEALTH MANAGEMENT notice-filed in NC. IAPD ↗
$344.6M RAUM · 6 reps · (812) 725-8649
ComplianceMarketing & brand
45
MTM INVESTMENT MANAGEMENT, LLC notice-filed in NY. IAPD ↗
$621.3M RAUM · 5 reps · 864-582-7000
ComplianceMarketing & brand
45
AUSPICIOUS FINANCIAL PLANNING, LLC notice-filed in WA. IAPD ↗
$274.1M RAUM · 1 reps · 925-355-1200 · auspiciousfinancial.com
ComplianceMarketing & brand
45
JUNCTURE WEALTH STRATEGIES, LLC notice-filed in FL. IAPD ↗
$409.6M RAUM · 9 reps · 480-253-4100 · juncturewealth.com
ComplianceMarketing & brand
45
ASIO CAPITAL LLC notice-filed in GA. IAPD ↗
$621.5M RAUM · 6 reps · 859-785-4130 · asiocapital.com
ComplianceMarketing & brand
45
BLUE INVESTMENT PARTNERS LLC notice-filed in NY. IAPD ↗
$342.1M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
ComplianceMarketing & brand
45
BLUE ROCK FINANCIAL GROUP notice-filed in FL. IAPD ↗
$335.0M RAUM · 3 reps · (302) 752-6637
ComplianceMarketing & brand
45
WOOD TARVER FINANCIAL notice-filed in AZ. IAPD ↗
$390.3M RAUM · 2 reps · 208-343-2001 · woodtarverfinancial.com
ComplianceMarketing & brand
45
EXCEL WEALTH MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$273.0M RAUM · 6 reps · (888) 929-9920 · excelwm.com
ComplianceMarketing & brand
45
MODEL WEALTH notice-filed in FL. IAPD ↗
$286.1M RAUM · 4 reps · (630) 381-1170 · modelwealth.com
ComplianceMarketing & brand
45
OPTAS, LLC notice-filed in WA. IAPD ↗
$741.4M RAUM · 4 reps · 888-284-7139
ComplianceMarketing & brand
45
MONTZ HARCUS WEALTH MANAGEMENT notice-filed in CA. IAPD ↗
$713.7M RAUM · 6 reps · 504-488-3700
ComplianceMarketing & brand
45
INVESTMENT RESEARCH PARTNERS notice-filed in FL. IAPD ↗
$370.2M RAUM · 4 reps · 814-966-7206
ComplianceMarketing & brand
45
BALLAST FINANCIAL ADVISORS, LLC notice-filed in NC. IAPD ↗
$276.4M RAUM · 6 reps · 484-266-7281 · anchorcap.net
ComplianceMarketing & brand
45
RHP WEALTH MANAGEMENT notice-filed in LA. IAPD ↗
$307.0M RAUM · 4 reps · (713) 554-2252
ComplianceMarketing & brand
45
SYNERGY FINANCIAL PARTNERS, LLC notice-filed in CA. IAPD ↗
$280.0M RAUM · 5 reps · 303-399-9999 · sfpdenver.com
ComplianceMarketing & brand
45
BOOKENDS FINANCIAL PLANNING notice-filed in LA. IAPD ↗
$289.0M RAUM · 5 reps · 317-859-2502
ComplianceMarketing & brand
45
BLUE ZONE WEALTH ADVISORS, LLC notice-filed in NV. IAPD ↗
$564.8M RAUM · 5 reps · (310) 310-2789 · bluezoneadvisory.com
ComplianceMarketing & brand
45
SOUTHBRIDGE ADVISORS, LLC notice-filed in NC. IAPD ↗
$349.7M RAUM · 6 reps · 866-797-8693 · southbridgeadv.com
ComplianceMarketing & brand
45
RUNNING POINT CAPITAL ADVISORS LLC notice-filed in WA. IAPD ↗
$656.9M RAUM · 6 reps · 424-502-3501 · runningpointcapital.com
ComplianceMarketing & brand
45
MASON & ASSOCIATES, LLC notice-filed in SC. IAPD ↗
$403.9M RAUM · 5 reps · (757) 223-9898
ComplianceMarketing & brand
45
ASPEN WEALTH STRATEGIES, LLC notice-filed in NE. IAPD ↗
$279.7M RAUM · 6 reps · (303) 421-1113 · aspenwealthstrategies.com
ComplianceMarketing & brand
45
AIRE ADVISORS, LLC notice-filed in MT. IAPD ↗
$905.4M RAUM · 8 reps · 310-277-2473
ComplianceMarketing & brand
45
PATHVIEW WEALTH ADVISORS notice-filed in TN. IAPD ↗
$579.6M RAUM · 6 reps · 619 295 0200 · pathview.com
ComplianceMarketing & brand
45
SAN LUIS WEALTH ADVISORS notice-filed in OR. IAPD ↗
$705.5M RAUM · 4 reps · 805-810-0002 · sanluiswealth.com
ComplianceMarketing & brand
45
MARKS WEALTH MANAGEMENT notice-filed in SC. IAPD ↗
$383.0M RAUM · 4 reps · (410) 934-1199
ComplianceMarketing & brand
45
PACIFIC POINT ADVISORS, LLC notice-filed in ID. IAPD ↗
$345.6M RAUM · 4 reps · 858-356-6600 · pacificpointcapital.com
ComplianceMarketing & brand
45
INSTRUMENTAL WEALTH, LLC notice-filed in NY. IAPD ↗
$397.1M RAUM · 4 reps · 813-578-7001
ComplianceMarketing & brand
45
CORVUS WEALTH ADVISORS LLC notice-filed in TX. IAPD ↗
$870.6M RAUM · 7 reps · 805-434-2608
ComplianceMarketing & brand
45
ASPIRE GROWTH PARTNERS LLC notice-filed in MD. IAPD ↗
$992.5M RAUM · 3 reps · (330) 239-1776
ComplianceMarketing & brand
45
COGENTBLUE notice-filed in LA. IAPD ↗
$566.0M RAUM · 3 reps · 865-309-5892 · cogentbluewealth.com
ComplianceMarketing & brand
45
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. notice-filed in AL. IAPD ↗
$607.1M RAUM · 14 reps · 810-744-4450
ComplianceMarketing & brand
45
VON BERGE WEALTH MANAGEMENT GROUP, LLC notice-filed in NE. IAPD ↗
$430.0M RAUM · 2 reps · 619-343-3212 · vonbergewealthmgt.com
ComplianceMarketing & brand
45
POINTOAK RETIREMENT ADVISORS notice-filed in NH. IAPD ↗
$818.7M RAUM · 3 reps · 703-595-4444
ComplianceMarketing & brand
45
STRONG TOWER ADVISORY SERVICES notice-filed in LA. IAPD ↗
$654.5M RAUM · 2 reps · 612-436-3750
ComplianceMarketing & brand
45
NOBLE FAMILY WEALTH notice-filed in NH. IAPD ↗
$400.6M RAUM · 4 reps · 727-674-1462 · noblefamilywealth.com
ComplianceMarketing & brand
45
TRACTION FINANCIAL PARTNERS notice-filed in IL. IAPD ↗
$262.8M RAUM · 5 reps · 307-672-9738
ComplianceMarketing & brand
45
THE LEWIS FINANCIAL GROUP notice-filed in NH. IAPD ↗
$313.9M RAUM · 2 reps · 703-288-1272 · thelewisfinancialgroup.com
ComplianceMarketing & brand
45
PROSPERITAS FINANCIAL, LLC notice-filed in UT. IAPD ↗
$612.7M RAUM · 16 reps · 661-255-9555
ComplianceMarketing & brand
45
INTERWISE notice-filed in CA. IAPD ↗
$273.2M RAUM · 4 reps · 801-484-6004 · interwisewealth.com
ComplianceMarketing & brand
45
HERITAGE WEALTH MANAGEMENT, INC. notice-filed in UT. IAPD ↗
$491.2M RAUM · 5 reps · 858-613-9191 · heritage-wm.com
ComplianceMarketing & brand
45
UNCONVENTIONAL INVESTOR, LLC notice-filed in TX. IAPD ↗
$267.4M RAUM · 2 reps · (415) 235-3729 · unconventionalinvestor.com
ComplianceMarketing & brand
45
SAFE HARBOR FAMILY CAPITAL, LLC notice-filed in TX. IAPD ↗
$545.8M RAUM · 4 reps · 919-537-7110
ComplianceMarketing & brand
45
FORTITUDE FAMILY OFFICE notice-filed in DE. IAPD ↗
$741.7M RAUM · 11 reps · (602) 834-0089 · fortitudefo.com
ComplianceMarketing & brand
45
GADDIS PREMIER WEALTH ADVISORS LLC notice-filed in AZ. IAPD ↗
$314.0M RAUM · 7 reps · 580-745-8133
ComplianceMarketing & brand
45
SPARTA WEALTH PARTNERS notice-filed in OH. IAPD ↗
$265.4M RAUM · 5 reps · 704-575-1148
ComplianceMarketing & brand
45
HIBERNIA WEALTH PARTNERS, LLC notice-filed in FL. IAPD ↗
$346.6M RAUM · 6 reps · 225-778-7972
ComplianceMarketing & brand
45
BREAKWATER CAPITAL GROUP notice-filed in VA. IAPD ↗
$843.4M RAUM · 3 reps · (551) 342-3733 · breakwatercapitalgroup.com
ComplianceMarketing & brand
45
ATLAS FIDUCIARY SERVICES, INC. notice-filed in MA. IAPD ↗
$257.7M RAUM · 2 reps · 603-581-7125 · afgplanning.com
ComplianceMarketing & brand
45
CORE WEALTH PARTNERS LLC notice-filed in AZ. IAPD ↗
$354.7M RAUM · 5 reps · (707) 568-2400 · corewealthpartners.com
ComplianceMarketing & brand
45
ACCESS INVESTMENT MANAGEMENT, LLC notice-filed in MD. IAPD ↗
$419.6M RAUM · 2 reps · (678) 429-4949 · accesscapital-llc.com
ComplianceMarketing & brand
45
GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in ID. IAPD ↗
$880.4M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
ComplianceMarketing & brand
45
UPTICK PARTNERS, LLC notice-filed in AZ. IAPD ↗
$688.1M RAUM · 7 reps · (936) 800-0800
ComplianceMarketing & brand
45
BULL HARBOR CAPITAL LLC. notice-filed in TN. IAPD ↗
$344.0M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
ComplianceMarketing & brand
45
MARIDEA WEALTH MANAGEMENT notice-filed in FL. IAPD ↗
$469.2M RAUM · 15 reps · 347-289-5227 · hartshornegroup.com
ComplianceMarketing & brand
45
TRIAD WEALTH PARTNERS, LLC notice-filed in NE. IAPD ↗
$425.0M RAUM · 13 reps · 785-830-0000 · triadwealthpartners.com
ComplianceMarketing & brand
45
LEGACY EDGE ADVISORS notice-filed in NH. IAPD ↗
$896.2M RAUM · 12 reps · 516-447-4200
ComplianceMarketing & brand
45
ELYXIUM WEALTH LLC notice-filed in FL. IAPD ↗
$452.7M RAUM · 4 reps · (310) 221-8349*224 · elyxwealth.com
ComplianceMarketing & brand
45
PARR MCKNIGHT WEALTH MANAGEMENT GROUP notice-filed in AZ. IAPD ↗
$952.4M RAUM · 5 reps · 612-324-0235 · parrmcknightwmg.com
ComplianceMarketing & brand
45
ALLEGIANT WEALTH ADVISORS, LLC notice-filed in TX. IAPD ↗
$956.5M RAUM · 1 reps · (918) 623-4500 · allegiantwealth.com
ComplianceMarketing & brand
45
IMPACT RETIREMENT ADVISORS notice-filed in CA. IAPD ↗
$704.0M RAUM · 2 reps · 507-581-6131 · impactretirementadvisors.com
ComplianceMarketing & brand
45
CARRERA CAPITAL ADVISORS notice-filed in CO. IAPD ↗
$647.7M RAUM · 9 reps · 248-362-5009 · carrera-capital-advisors.com
ComplianceMarketing & brand
45
A&M PRIVATE WEALTH PARTNERS, LLC notice-filed in DE. IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
ComplianceMarketing & brand
45
GUGGENHEIM PRIVATE INVESTMENTS, LLC notice-filed in AK, AL, AR, AZ, CA, CO, 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, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗institutional
$2.90B RAUM · 0 reps · 1-212-739-0700 · guggenheiminvestments.com
ComplianceMarketing & brand
45
PARKWOODS WEALTH PARTNERS, LLC notice-filed in ME. IAPD ↗
$408.6M RAUM · 3 reps · 315-757-1100 · parkwoodswealth.com
ComplianceMarketing & brand
45
MOREY & QUINN WEALTH PARTNERS notice-filed in GA. IAPD ↗
$328.1M RAUM · 3 reps · (402) 502-9900 · moreyandquinn.com
ComplianceMarketing & brand
45
MAY HILL CAPITAL, LLC notice-filed in VA. IAPD ↗
$380.7M RAUM · 2 reps · 617-800-0388 · mayhillwealth.com
ComplianceMarketing & brand
45
UNITING WEALTH PARTNERS notice-filed in OK. IAPD ↗
$544.7M RAUM · 7 reps · 479-364-0686 · unitingwealthpartners.com
ComplianceMarketing & brand
45
TRADEWELL SECURITIES, LLC notice-filed in TX. IAPD ↗
$267.0M RAUM · 3 reps · 260-490-2084 · tradewelltax.com
ComplianceMarketing & brand
45
STONE TEMPLE PARTNERS LLC notice-filed in UT. IAPD ↗
$619.8M RAUM · 5 reps · (203) 253-1823 · stpartners.co
ComplianceMarketing & brand
44
CREWS & ASSOCIATES, INC. notice-filed in NJ, WI. IAPD ↗
$149.4M RAUM · 20 reps · 501-907-2000 · crewsfs.com
ComplianceMarketing & brand
44
STAPP WEALTH MANAGEMENT, PLLC notice-filed in AR, AZ. IAPD ↗
$123.1M RAUM · 3 reps · 360-754-8895
ComplianceMarketing & brand
44
KANE INVESTMENT MANAGEMENT, INC. notice-filed in AZ, TX. IAPD ↗
$220.6M RAUM · 6 reps · 408-358-5263 · kaneinvestment.com
ComplianceMarketing & brand
44
CAPE ANN CAPITAL, INC. notice-filed in CA, CT. IAPD ↗
$198.8M RAUM · 3 reps · 978-526-7541
ComplianceMarketing & brand
44
OMEGA CAPITAL MANAGEMENT, LLC notice-filed in MA, PA. IAPD ↗
$127.0M RAUM · 1 reps · 973-927-8388 · omegacap.com
ComplianceMarketing & brand
44
COLLINS ADVISORS, LLC notice-filed in NC, NM. IAPD ↗
$158.9M RAUM · 3 reps · 716-833-6338 · collinsadvisorsllc.com
ComplianceMarketing & brand
44
READ & POWELL FINANCIAL SERVICES, LLC notice-filed in NH, UT. IAPD ↗
$146.7M RAUM · 6 reps · 775-738-4430 · readandpowell.com
ComplianceMarketing & brand
44
CAMPION ASSET MANAGEMENT, LLC notice-filed in CA, DC. IAPD ↗
$203.8M RAUM · 3 reps · 703-828-1137 · campionam.com
ComplianceMarketing & brand
44
TAURUS CAPITAL ADVISORS, LLC notice-filed in CA, NY. IAPD ↗
$167.2M RAUM · 4 reps · 503-756-2972 · tauruscap.com
ComplianceMarketing & brand
44
CANNON BEACH FINANCIAL ADVISORS notice-filed in LA, NH. IAPD ↗
$175.7M RAUM · 2 reps · 888-839-9399
ComplianceMarketing & brand
44
BARNSTONE ADVISORS LLC notice-filed in DE, TX. IAPD ↗
$214.6M RAUM · 3 reps · 610-917-2210 · barnstoneadvisors.com
ComplianceMarketing & brand
44
TAYLOR CAPITAL MANAGEMENT notice-filed in CA, SC. IAPD ↗
$136.7M RAUM · 1 reps · 304-260-0078
ComplianceMarketing & brand
44
FINGERLAKES WEALTH MANAGEMENT, INC. notice-filed in VA, WA. IAPD ↗
$231.6M RAUM · 3 reps · 607-257-1008
ComplianceMarketing & brand
44
LANIER FINANCIAL GROUP LLC notice-filed in FL, NH. IAPD ↗
$208.4M RAUM · 8 reps · 404-882-2628 · lanierfinancialgroup.com
ComplianceMarketing & brand
44
ALERA RETIREMENT ADVISORS, LLC notice-filed in FL, PA. IAPD ↗
$45.7M RAUM · 3 reps · (585) 434-0646 · waterfordgroupny.com
ComplianceMarketing & brand
44
DAVINCI FINANCIAL DESIGNS notice-filed in MD, TN. IAPD ↗
$198.3M RAUM · 5 reps · 803-741-0134
ComplianceMarketing & brand
44
DONALIES FINANCIAL PLANNING, LLC notice-filed in CA, MT. IAPD ↗
$180.2M RAUM · 3 reps · 240-888-2573 · donaliesfp.com
ComplianceMarketing & brand
44
FELTL ADVISORS notice-filed in NE, TN. IAPD ↗
$132.4M RAUM · 14 reps · 612-492-8800 · feltladvisors.com
ComplianceMarketing & brand
44
SABER CAPITAL MANAGEMENT LLC notice-filed in CA, CT. IAPD ↗
$105.7M RAUM · 1 reps · 919-610-6809 · sabercapitalmgt.com
ComplianceMarketing & brand
44
INVESTABLE WEALTH, LLC notice-filed in MT, SD. IAPD ↗
$79.0M RAUM · 2 reps · 801-317-8222
ComplianceMarketing & brand
44
STRIDE INVESTMENTS, LLC notice-filed in AZ, OH. IAPD ↗
$197.0M RAUM · 4 reps · 312-767-9166 · stridefinancialadvisors.com
ComplianceMarketing & brand
44
MEIXLER INVESTMENT MANAGEMENT, LTD. notice-filed in ID, WA. IAPD ↗
$189.7M RAUM · 1 reps · 928-537-8700 · showlowadvisors.com
ComplianceMarketing & brand
44
HOLDER WEALTH MANAGEMENT notice-filed in CA, TN. IAPD ↗
$244.6M RAUM · 3 reps · 217-398-4015 · holderwealthmgt.com
ComplianceMarketing & brand
44
RICE FINANCIAL CONSULTING, INC. notice-filed in OR, WA. IAPD ↗
$230.7M RAUM · 5 reps · (408) 354-3400 · ricefc.com
ComplianceMarketing & brand
44
SOUNDHAVEN CAPITAL MANAGEMENT notice-filed in NJ, TX. IAPD ↗
$159.4M RAUM · 1 reps · 818-292-1474 · soundhavencapital.com
ComplianceMarketing & brand
44
LOCKSHIELD PARTNERS, INC. notice-filed in OH, TX. IAPD ↗
$245.8M RAUM · 3 reps · 270-629-2046
ComplianceMarketing & brand
44
STONEBRIDGE WEALTH MANAGEMENT LLC notice-filed in GA, MI. IAPD ↗
$232.1M RAUM · 3 reps · (630) 230-1830
ComplianceMarketing & brand
44
TALL PINES CAPITAL, LLC notice-filed in KY, PA. IAPD ↗
$30.0M RAUM · 1 reps · (630) 564-1348 · tallpinescap.com
ComplianceMarketing & brand
44
GREAT GABLE WEALTH MANAGEMENT, LLC notice-filed in MD, TX. IAPD ↗
$189.7M RAUM · 2 reps · 415-986-1116
ComplianceMarketing & brand
44
ASPEN PRIVATE ADVISORS, LLC notice-filed in FL, MN. IAPD ↗
$176.7M RAUM · 4 reps · 605-951-9620
ComplianceMarketing & brand
44
WEALTHFD notice-filed in OH, SC. IAPD ↗
$61.9M RAUM · 4 reps · 215-671-6660
ComplianceMarketing & brand
44
BIG SIOUX WEALTH MANAGEMENT notice-filed in FL, ND. IAPD ↗
$200.7M RAUM · 3 reps · 605-882-4280 · bigsiouxwealth.com
ComplianceMarketing & brand
44
ECIO, INC. notice-filed in IA, IL. IAPD ↗
$231.7M RAUM · 4 reps · 608-291-4646 · getecio.com
ComplianceMarketing & brand
44
SMARTPATH ADVISORS notice-filed in AL, OR. IAPD ↗
$0 RAUM · 9 reps · (678) 538-9420 · smartpathadvisors.co
ComplianceMarketing & brand
44
HUNTER LEWIS LLC notice-filed in CO, TX. IAPD ↗
$226.0M RAUM · 5 reps · 434-996-0370
ComplianceMarketing & brand
44
ADVISOR SHARE WEALTH MANAGEMENT, LLC notice-filed in SC, WI. IAPD ↗
$185.2M RAUM · 35 reps · 866-232-3251 · advisorsharewm.com
ComplianceMarketing & brand
44
SONOMA PRIVATE WEALTH LLC notice-filed in IL, NY. IAPD ↗
$136.7M RAUM · 3 reps · 415-806-0073 · sonomaprivatewealth.com
ComplianceMarketing & brand
44
WHALEN FINANCIAL notice-filed in OR, PA. IAPD ↗
$192.3M RAUM · 3 reps · 702-878-3900
ComplianceMarketing & brand
44
AVAIL INVESTMENT PARTNERS, LLC notice-filed in NH, NY. IAPD ↗
$140.1M RAUM · 6 reps · 814-996-7206 · availinvest.com
ComplianceMarketing & brand
44
GRAETZ WEALTH notice-filed in CO, FL. IAPD ↗
$132.4M RAUM · 3 reps · (616) 226-8867 · graetzwealth.com
ComplianceMarketing & brand
44
LEGACY WEALTH MANAGEMENT GROUP, INC. notice-filed in SC, TN. IAPD ↗
$233.3M RAUM · 6 reps · 434-266-1214 · lynchburglegacy.com
ComplianceMarketing & brand
44
CROWN POINT WEALTH ADVISORS notice-filed in AZ, CA. IAPD ↗
$141.5M RAUM · 3 reps · 541-386-2792
ComplianceMarketing & brand
44
ECHELONS CAPITAL, LLC notice-filed in NC, TN. IAPD ↗
$127.1M RAUM · 1 reps · 706-372-4218 · echelonscapital.com
ComplianceMarketing & brand
44
MDRN CAPITAL notice-filed in CT, MN. IAPD ↗
$160.9M RAUM · 23 reps · 410-533-9966
ComplianceMarketing & brand
44
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC notice-filed in GA, TX. IAPD ↗
$215.2M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com
ComplianceMarketing & brand
44
COBBLESTONE ASSET MANAGEMENT notice-filed in MD, SC. IAPD ↗
$180.8M RAUM · 2 reps · 804-272-8272
ComplianceMarketing & brand
44
POINTER FINANCIAL ADVISORS LLC notice-filed in NC, SC. IAPD ↗
$139.4M RAUM · 2 reps · 301-804-0250 · pointeradvisors.com
ComplianceMarketing & brand
44
CAPITAL SQUARED FINANCIAL LLC notice-filed in DC, NH. IAPD ↗
$122.1M RAUM · 2 reps · 240-600-1678 · csqfinancial.com
ComplianceMarketing & brand
44
FIRESIDE CAPITAL ADVISORS notice-filed in CA, FL. IAPD ↗
$206.3M RAUM · 3 reps · 469-357-6370 · firesidecapital.com
ComplianceMarketing & brand
44
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. notice-filed in TX, WA. IAPD ↗
$247.8M RAUM · 4 reps · 858-513-8445
ComplianceMarketing & brand
44
RDG CAPITAL MANAGEMENT LLC notice-filed in FL, TX. IAPD ↗
$104.8M RAUM · 1 reps · 585-673-2683 · rdgcapitalmanagement.com
ComplianceMarketing & brand
44
CORRALES & CO. notice-filed in LA, MD. IAPD ↗
$167.5M RAUM · 3 reps · (239) 421-5359
ComplianceMarketing & brand
44
MARTINSEN WEALTH MANAGEMENT notice-filed in FL, NE. IAPD ↗
$102.3M RAUM · 5 reps · 480-550-6556 · martinsenwealth.com
ComplianceMarketing & brand
43
MEKETA INVESTMENT GROUP INC notice-filed in CO, CT, LA, TX. IAPD ↗institutional
$11.41B RAUM · 116 reps · 781-471-3500 · meketa.com
ComplianceMarketing & brand
43
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC notice-filed in CA, CT, IL, TX. IAPD ↗institutional
$12.72B RAUM · 10 reps · 212-895-2000
ComplianceMarketing & brand
43
NPPG PLAN PROFESSIONALS, LLC notice-filed in AL, MT, OH, RI. IAPD ↗institutional
$4.55B RAUM · 2 reps · 732-758-1577 · nppg.com
ComplianceMarketing & brand
42
B.B. GRAHAM & COMPANY, INC. notice-filed in MD. IAPD ↗
$196.1M RAUM · 28 reps · (714) 628-5200 · bbgraham.com
ComplianceMarketing & brand
42
SUPREME ALLIANCE LLC notice-filed in WI. IAPD ↗
$18.3M RAUM · 11 reps · 561-460-2870 · supremealliancellc.com
ComplianceMarketing & brand
42
SLOCUM, GORDON & CO. LLP notice-filed in NH. IAPD ↗
$225.2M RAUM · 2 reps · 401-849-4900 · slocumgordon.com
ComplianceMarketing & brand
42
PERKINS CAPITAL MANAGEMENT INC notice-filed in SD. IAPD ↗
$127.2M RAUM · 3 reps · 952-473-8367 · perkinscapital.com
ComplianceMarketing & brand
42
ALAN B. LANCZ & ASSOCIATES, INC. notice-filed in IL. IAPD ↗
$162.2M RAUM · 3 reps · 419-536-5200 · ablonline.com
ComplianceMarketing & brand
42
ROBBINS WEALTH MANAGEMENT notice-filed in SC. IAPD ↗
$220.9M RAUM · 3 reps · 814-838-4185 · investrwm.com
ComplianceMarketing & brand
42
BEADELL A D INVESTMENT COUNSEL INC notice-filed in IL. IAPD ↗
$217.3M RAUM · 2 reps · 262-241-0331 · adbeadell.com
ComplianceMarketing & brand
42
WALSKY INVESTMENT MANAGEMENT INC notice-filed in FL. IAPD ↗
$122.3M RAUM · 2 reps · 610-670-6918 · walsky.com
ComplianceMarketing & brand
42
MONTICELLO ASSOCIATES INC notice-filed in MA. IAPD ↗
$0 RAUM · 22 reps · 303-572-6300
ComplianceMarketing & brand
42
MCGINN PENNINGER INVESTMENT MANAGEMENT INC. notice-filed in NY. IAPD ↗
$174.3M RAUM · 3 reps · 703-548-2555 · mcginninpenninger.com
ComplianceMarketing & brand
42
MASON CAPITAL PARTNERS notice-filed in CO. IAPD ↗
$202.0M RAUM · 4 reps · 617-228-5190
ComplianceMarketing & brand
42
BOYD FINANCIAL STRATEGIES, INC. notice-filed in TX. IAPD ↗
$121.0M RAUM · 3 reps · (508) 754-3226 · boydstrategy.com
ComplianceMarketing & brand
42
BANYAN CAPITAL MANAGEMENT, INC. notice-filed in NE. IAPD ↗
$220.3M RAUM · 2 reps · 770-951-2129 · banyancapital.com
ComplianceMarketing & brand
42
BROADMARK ASSET MANAGEMENT LLC notice-filed in TX. IAPD ↗
$238.5M RAUM · 4 reps · 2147566900 · broadmarkasset.com
ComplianceMarketing & brand
42
OTTO & ASSOCIATES, INC. notice-filed in CA. IAPD ↗
$249.9M RAUM · 3 reps · 802-649-1946 · ottoandassociates.com
ComplianceMarketing & brand
42
PKS INVESTMENT ADVISORS LLC notice-filed in NH. IAPD ↗
$242.4M RAUM · 8 reps · 410-546-5600 · pksadvisors.com
ComplianceMarketing & brand
42
STEWARDSHIP CAPITAL notice-filed in LA. IAPD ↗
$141.5M RAUM · 4 reps · 816-833-6650 · getyourmoneymoving.com
ComplianceMarketing & brand
42
PILE WEALTH MANAGEMENT notice-filed in IN. IAPD ↗
$168.4M RAUM · 2 reps · (317) 269-3454 · pilewealth.com
ComplianceMarketing & brand
42
THE PUTNEY FINANCIAL GROUP LLC notice-filed in AL. IAPD ↗
$187.3M RAUM · 4 reps · 415-460-1990 · putneyfinancial.com
ComplianceMarketing & brand
42
TRIBECA FINANCIAL, LLC notice-filed in UT. IAPD ↗
$202.6M RAUM · 5 reps · 480-553-6247 · tribecafinancial.co
ComplianceMarketing & brand
42
LOUDON INVESTMENT MANAGEMENT, LLC notice-filed in VT. IAPD ↗
$221.6M RAUM · 3 reps · 603-298-7370 · loudoninv.com
ComplianceMarketing & brand
42
KOHLHEPP INVESTMENT ADVISORS, LTD. notice-filed in NC. IAPD ↗
$191.0M RAUM · 4 reps · 215-340-5777 · kohlheppadvisors.com
ComplianceMarketing & brand
42
WEALTHKARE.COM, INC. notice-filed in FL. IAPD ↗
$106.2M RAUM · 6 reps · 814-542-5433 · unlockretirement.seminarsoncall.com
ComplianceMarketing & brand
42
CEF ADVISORS notice-filed in NC. IAPD ↗
$186.6M RAUM · 2 reps · 804-288-2482 · cefadvisors.com
ComplianceMarketing & brand
42
D.H. HILL ADVISORS, INC. notice-filed in OR. IAPD ↗
$196.9M RAUM · 19 reps · 832-644-1852 · dhhill.com
ComplianceMarketing & brand
42
CONWAY FINANCIAL GROUP, LLC notice-filed in IN. IAPD ↗
$138.2M RAUM · 2 reps · (314) 579-9157 · conwayfinancialgroup.com
ComplianceMarketing & brand
42
VISION CAPITAL & MANAGEMENT notice-filed in OH. IAPD ↗
$120.9M RAUM · 3 reps · 704-894-9639 · visioncapitalmgt.com
ComplianceMarketing & brand
42
AWR INVESTMENT MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$127.8M RAUM · 1 reps · (415) 457-9415 · awrinvestmentmanagement.com
ComplianceMarketing & brand
42
CHESAPEAKE INVESTMENT MANAGEMENT LLC notice-filed in FL. IAPD ↗
$206.0M RAUM · 4 reps · 202-821-1530 · chesapeakeim.com
ComplianceMarketing & brand
42
IVY LEAGUE FINANCIAL ADVISORS LLC notice-filed in CA. IAPD ↗
$151.0M RAUM · 3 reps · 301-258-1300 · ivyfa.com
ComplianceMarketing & brand
42
SENSIBLE PORTFOLIOS, LLC notice-filed in WI. IAPD ↗
$167.5M RAUM · 2 reps · 775-323-1488 · sensibleportfolios.com
ComplianceMarketing & brand
42
LEGACY PLANNING ADVISORS, LLC notice-filed in NC. IAPD ↗
$192.0M RAUM · 4 reps · 770-919-2075
ComplianceMarketing & brand
42
ABEL FINANCIAL MANAGEMENT CO. notice-filed in TX. IAPD ↗
$105.6M RAUM · 2 reps · 443-812-5459
ComplianceMarketing & brand
42
TSW WEALTH MANAGEMENT notice-filed in CT. IAPD ↗
$248.6M RAUM · 2 reps · 508-655-9303
ComplianceMarketing & brand
42
CREW CAPITAL MANAGEMENT, LTD. notice-filed in NH. IAPD ↗
$216.4M RAUM · 8 reps · 513-245-2620 · crewcapital.com
ComplianceMarketing & brand
42
ECONOLOGICS FINANCIAL ADVISORS notice-filed in NM. IAPD ↗
$140.8M RAUM · 6 reps · 727-588-1540 · practicetransitionassessment.com
ComplianceMarketing & brand
42
WMGNA notice-filed in GA. IAPD ↗
$217.1M RAUM · 3 reps · 860-679-5255
ComplianceMarketing & brand
42
LESLIE MARIE GIORDANO notice-filed in PA. IAPD ↗
$60.1M RAUM · 1 reps · 516-747-5210 · lesliegiordano.com
ComplianceMarketing & brand
42
ENGLESON & ASSOCIATES notice-filed in VA. IAPD ↗
$102.4M RAUM · 4 reps · 585-424-6150
ComplianceMarketing & brand
42
THE MONITOR GROUP, INC. notice-filed in TN. IAPD ↗
$154.4M RAUM · 2 reps · 706-854-8040 · themonitorgroup.net
ComplianceMarketing & brand
42
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC notice-filed in WA. IAPD ↗
$138.8M RAUM · 3 reps · 601-898-8069 · davenportwattsdrake.com
ComplianceMarketing & brand
42
WEINGARTEN ASSOCIATES, L.L.C. notice-filed in PA. IAPD ↗
$167.7M RAUM · 1 reps · 609-620-1770 · weingartenassociates.com
ComplianceMarketing & brand
42
CAPSTONE WEALTH MANAGEMENT GROUP, LLC notice-filed in NM. IAPD ↗
$233.1M RAUM · 4 reps · 541-330-0266 · capstonewmg.com
ComplianceMarketing & brand
42
4WEALTH ADVISORS, INC. notice-filed in TN. IAPD ↗
$246.9M RAUM · 9 reps · 708-695-5300
ComplianceMarketing & brand
42
FEDERMANN FINANCIAL ADVISORS INC. notice-filed in FL. IAPD ↗
$89.3M RAUM · 2 reps · 631-981-1904 · fedadvisors.com
ComplianceMarketing & brand
42
LESA SROUFE & COMPANY, INC. notice-filed in CA. IAPD ↗
$158.6M RAUM · 3 reps · 206-838-8383 · sroufeco.com
ComplianceMarketing & brand
42
SIERRA FINANCIAL ADVISORY notice-filed in CO. IAPD ↗
$126.2M RAUM · 2 reps · 530-470-8939 · sierrafinancialadvisory.com
ComplianceMarketing & brand
42
CLARION ADVISORS INC. notice-filed in WA. IAPD ↗
$110.9M RAUM · 2 reps · 530-889-0200 · clarionadvisors.com
ComplianceMarketing & brand
42
GRANGE CAPITAL, LLC notice-filed in NH. IAPD ↗
$199.1M RAUM · 5 reps · 971 708 6659
ComplianceMarketing & brand
42
JEFFREY CHARLES LLOYD WOLMAN notice-filed in NY. IAPD ↗
$230.1M RAUM · 2 reps · 310-234-1992
ComplianceMarketing & brand
42
HAWKINS INVESTMENT COUNSEL, LLC notice-filed in CA. IAPD ↗
$150.8M RAUM · 3 reps · 360.536.2181 · hawkinscounsel.com
ComplianceMarketing & brand
42
MJC ADVISORS, LLC notice-filed in FL. IAPD ↗
$171.0M RAUM · 2 reps · 410-458-4934 · mjcadvisorsllc.com
ComplianceMarketing & brand
42
NEWPORT WEALTH ADVISORS, INC. notice-filed in NV. IAPD ↗
$193.3M RAUM · 6 reps · (877) 692-7227 · rpbacademy.com
ComplianceMarketing & brand
42
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$249.3M RAUM · 5 reps · (541) 248-2052 · sscapm.com
ComplianceMarketing & brand
42
PHYSICIAN FAMILY FINANCIAL ADVISORS INC notice-filed in GA. IAPD ↗
$228.7M RAUM · 4 reps · 541-463-0899
ComplianceMarketing & brand
42
ADVANCED ADVISOR GROUP, LLC notice-filed in FL. IAPD ↗
$13.5M RAUM · 9 reps · 763-689-9023
ComplianceMarketing & brand
42
WEALTHMD CORPORATION notice-filed in TN. IAPD ↗
$212.9M RAUM · 1 reps · 502-413-6893 · wealthmd.net
ComplianceMarketing & brand
42
GLOBAL AUTOTRADING notice-filed in MN. IAPD ↗
$15.5M RAUM · 1 reps · N/A · global-autotrading.com
ComplianceMarketing & brand
42
LOTUSGROUP ADVISORS notice-filed in FL. IAPD ↗
$233.9M RAUM · 7 reps · 720.593.9861 · lgadvisors.com
ComplianceMarketing & brand
42
SCHNEIDER WEALTH MANAGEMENT notice-filed in TX. IAPD ↗
$136.1M RAUM · 1 reps · 888-444-9981 · schneiderwealth.com
ComplianceMarketing & brand
42
PARKER FINANCIAL LLC notice-filed in NC. IAPD ↗
$217.0M RAUM · 4 reps · 360-337-2701
ComplianceMarketing & brand
42
GREEN ALPHA INVESTMENTS notice-filed in VA. IAPD ↗
$244.2M RAUM · 3 reps · 303-993-7856 · greenalphaadvisors.com
ComplianceMarketing & brand
42
KANON BLOCH CARRE notice-filed in NH. IAPD ↗
$249.0M RAUM · 1 reps · 781 792 2930
ComplianceMarketing & brand
42
ADVANTAGE INVESTMENT MANAGEMENT notice-filed in CA. IAPD ↗
$184.9M RAUM · 4 reps · 502-212-3000
ComplianceMarketing & brand
42
SPRAKER WEST WEALTH MANAGEMENT, INC notice-filed in TN. IAPD ↗
$249.5M RAUM · 5 reps · 407-478-7899
ComplianceMarketing & brand
42
HERITAGE WEALTH MANAGEMENT GROUP, LTD notice-filed in FL. IAPD ↗
$124.1M RAUM · 5 reps · 757-321-3725 EXT. 205 · hwmgroup.com
ComplianceMarketing & brand
42
CLARITY INVESTMENTS + PLANNING LLC notice-filed in MD. IAPD ↗
$122.5M RAUM · 1 reps · (212) 730-7029 · clarityinv.com
ComplianceMarketing & brand
42
INFINIUM INVESTMENT ADVISORS, LLC notice-filed in IL. IAPD ↗
$101.7M RAUM · 1 reps · 720- 253-1818 · infiniumadvisors.com
ComplianceMarketing & brand
42
RGA INVESTMENT ADVISORS, LLC notice-filed in MN. IAPD ↗
$107.3M RAUM · 3 reps · 516-665-1945 · rgaia.com
ComplianceMarketing & brand
42
GUIDESTREAM FINANCIAL, INC. notice-filed in IA. IAPD ↗
$217.2M RAUM · 5 reps · (517) 750-2727 · guidestreamfinancial.com
ComplianceMarketing & brand
42
MCBROOM & ASSOCIATES, LLC notice-filed in TX. IAPD ↗
$215.2M RAUM · 2 reps · 702-267-6649
ComplianceMarketing & brand
42
BELLINGHAM CAPITAL notice-filed in AZ. IAPD ↗
$142.0M RAUM · 4 reps · 360-685-4240 · bellinghamcapital.com
ComplianceMarketing & brand
42
ALLIANCE INVESTMENT MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$179.1M RAUM · 2 reps · 800-890-1246 · allianceim.com
ComplianceMarketing & brand
42
PROFICIENT WEALTH COUNSELORS, LLC notice-filed in MD. IAPD ↗
$129.7M RAUM · 1 reps · 781-278-9488 · proficientwealth.com
ComplianceMarketing & brand
42
PRINCIPIA WEALTH ADVISORY, LLC notice-filed in NE. IAPD ↗
$190.0M RAUM · 4 reps · 214-775-0899 · pwadvisory.com
ComplianceMarketing & brand
42
1650 WEALTH MANAGEMENT, LLC notice-filed in IL. IAPD ↗
$112.0M RAUM · 1 reps · 800-658-9560
ComplianceMarketing & brand
42
BAUMAN WEALTH ADVISORS notice-filed in FL. IAPD ↗
$118.3M RAUM · 4 reps · 702-897-9997
ComplianceMarketing & brand
42
LOGIC WEALTH MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$164.7M RAUM · 9 reps · (626) 757-4323 · logicwm.com
ComplianceMarketing & brand
42
SKYOAK CAPITAL, INC. notice-filed in TX. IAPD ↗
$196.3M RAUM · 3 reps · 800-971-8070
ComplianceMarketing & brand
42
LIVE OAK WEALTH ADVISORY GROUP, LLC notice-filed in AR. IAPD ↗
$143.0M RAUM · 3 reps · 281-822-9200
ComplianceMarketing & brand
42
CLARITY WEALTH DEVELOPMENT, LLC notice-filed in CA. IAPD ↗
$170.6M RAUM · 4 reps · 541-753-1898
ComplianceMarketing & brand
42
SAGE STONE WEALTH MANAGEMENT LLC notice-filed in MA. IAPD ↗
$230.4M RAUM · 3 reps · 858-412-6404 · sagestonewealth.com
ComplianceMarketing & brand
42
BOX FINANCIAL ADVISORS, LLC notice-filed in LA. IAPD ↗
$95.5M RAUM · 3 reps · (817) 865-1811 · boxfinancial.com
ComplianceMarketing & brand
42
FISCHER INVESTMENT STRATEGIES, LLC notice-filed in ID. IAPD ↗
$200.4M RAUM · 5 reps · 805-418-7686 · fischerinvestmentstrategies.com
ComplianceMarketing & brand
42
IMPERIUM WEALTH MANAGEMENT, LLC notice-filed in MO. IAPD ↗
$217.8M RAUM · 2 reps · 210-332-9533 · imperiumwealth.com
ComplianceMarketing & brand
42
CAPSTONE INVESTMENT GROUP notice-filed in WI. IAPD ↗
$152.4M RAUM · 4 reps · 360-570-9888 · wisdomanddiscipline.com
ComplianceMarketing & brand
42
ATMOS ADVISORY, LLC notice-filed in CO. IAPD ↗
$149.0M RAUM · 3 reps · (412) 497-1766
ComplianceMarketing & brand
42
ONE ADVISORY PARTNERS, LLC notice-filed in CA. IAPD ↗
$243.3M RAUM · 4 reps · 913-663-2376 · oneadvisorypartners.com
ComplianceMarketing & brand
42
ARGYLE CAPITAL PARTNERS, LLC notice-filed in FL. IAPD ↗
$190.4M RAUM · 3 reps · (310) 772-2201
ComplianceMarketing & brand
42
JCSD CAPITAL, LLC notice-filed in TX. IAPD ↗
$174.4M RAUM · 3 reps · 925-954-7207
ComplianceMarketing & brand
42
RETIREMENT STRATEGIES, LTD. notice-filed in VA. IAPD ↗
$242.9M RAUM · 5 reps · 614-799-8668
ComplianceMarketing & brand
42
MAXELE ADVISORS, LLC notice-filed in TX. IAPD ↗
$165.3M RAUM · 1 reps · 314-961-1850 · maxeleadvisors.com
ComplianceMarketing & brand
42
JGC TAX & WEALTH MANAGEMENT notice-filed in CA. IAPD ↗
$108.9M RAUM · 3 reps · 503-390-7880 · app.modestspark.com
ComplianceMarketing & brand
42
PIEDMONT CAPITAL MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$200.1M RAUM · 2 reps · 406-862-9400
ComplianceMarketing & brand
42
TREASURE COAST FINANCIAL PLANNING, INC. notice-filed in IN. IAPD ↗
$206.9M RAUM · 2 reps · 772-231-1422 · theplanningco.com
ComplianceMarketing & brand
42
STASH WEALTH, LLC notice-filed in GA. IAPD ↗
$41.1M RAUM · 2 reps · 212-913-9904 · stashwealth.com
ComplianceMarketing & brand
42
INTEGRITY WEALTH PARTNERS, LLC notice-filed in OR. IAPD ↗
$171.1M RAUM · 2 reps · 925-300-3222
ComplianceMarketing & brand
42
HICKORY ASSET MANAGEMENT, INC. notice-filed in NC. IAPD ↗
$249.3M RAUM · 3 reps · 440-358-1330
ComplianceMarketing & brand
42
OCEANIQ CAPITAL, LLC notice-filed in WA. IAPD ↗
$181.3M RAUM · 3 reps · (415) 432-7580 · oceaniqcapital.com
ComplianceMarketing & brand
42
OAKTREE ADVISORS LLC notice-filed in NH. IAPD ↗
$179.3M RAUM · 3 reps · (610) 882-5670
ComplianceMarketing & brand
42
IADVISE PARTNERS notice-filed in FL. IAPD ↗
$190.4M RAUM · 1 reps · 212-686-4601 · iadvisepartners.com
ComplianceMarketing & brand
42
O'CONNOR FINANCIAL GROUP LLC notice-filed in TN. IAPD ↗
$235.1M RAUM · 3 reps · (217) 223-0113
ComplianceMarketing & brand
42
LUKEN INVESTMENT ANALYTICS, LLC notice-filed in KS. IAPD ↗
$236.9M RAUM · 5 reps · (615) 550-5570 · stradynamic.com
ComplianceMarketing & brand
42
HIPPOCRATIC FINANCIAL ADVISORS notice-filed in AL. IAPD ↗
$170.2M RAUM · 3 reps · 866-447-2380 · hippocraticfa.com
ComplianceMarketing & brand
42
SECTOR ANALYSTS LLC notice-filed in NY. IAPD ↗
$213.7M RAUM · 2 reps · 610-945-8014 · sectoranalysts.com
ComplianceMarketing & brand
42
BIRCHVIEW CAPITAL, LP notice-filed in MA. IAPD ↗
$183.1M RAUM · 4 reps · 802-923-3826
ComplianceMarketing & brand
42
CENTER FOR WEALTH MANAGEMENT ADVISORY notice-filed in NC. IAPD ↗
$187.3M RAUM · 6 reps · (513) 407-5430 · centerforwealthmanagement.com
ComplianceMarketing & brand
42
CAERUS INVESTMENT ADVISORS, LLC notice-filed in CT. IAPD ↗
$194.6M RAUM · 2 reps · 650-906-7666
ComplianceMarketing & brand
42
PR WEALTH MANAGEMENT GROUP notice-filed in HI. IAPD ↗
$142.0M RAUM · 4 reps · 309-792-8291
ComplianceMarketing & brand
42
EVERGREEN WEALTH MANAGEMENT, LLC notice-filed in NC. IAPD ↗
$211.0M RAUM · 4 reps · (517) 655-2118 · www.investevergreen.com
ComplianceMarketing & brand
42
OCTO CAPITAL, LLC notice-filed in FL. IAPD ↗
$140.7M RAUM · 1 reps · 248-731-7729
ComplianceMarketing & brand
42
ABBINGTON INVESTMENT GROUP, LLC notice-filed in VA. IAPD ↗
$122.9M RAUM · 3 reps · 207-433-5820 · abbingtongroup.com
ComplianceMarketing & brand
42
MUNN WEALTH MANAGEMENT, LLC notice-filed in MO. IAPD ↗
$209.6M RAUM · 5 reps · 419-794-0536 · munnwealth.com
ComplianceMarketing & brand
42
LAKEWOOD ASSET MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$220.2M RAUM · 4 reps · 312-543-1772 · lakewoodasset.com
ComplianceMarketing & brand
42
INVISOR notice-filed in NE. IAPD ↗
$167.3M RAUM · 4 reps · 785-334-4100 · goinvisor.com
ComplianceMarketing & brand
42
MURRAY FINANCIAL SERVICES, INC notice-filed in NH. IAPD ↗
$122.4M RAUM · 1 reps · 530-896-5484
ComplianceMarketing & brand
42
EVERSPIRE notice-filed in CO. IAPD ↗
$181.1M RAUM · 13 reps · 801-545-8706 · synchronywealth.com
ComplianceMarketing & brand
42
MUTUAL TRUST ADVISORY GROUP notice-filed in NC. IAPD ↗
$128.0M RAUM · 2 reps · 239-204-4333
ComplianceMarketing & brand
42
POLARIS FINANCIAL, LLC notice-filed in ID. IAPD ↗
$49.6M RAUM · 2 reps · 7089960213 · polarisportfolios.com
ComplianceMarketing & brand
42
COMPASS RETIREMENT GROUP LLC notice-filed in CA. IAPD ↗
$93.5M RAUM · 6 reps · 314-373-1598
ComplianceMarketing & brand
42
GIBSON WEALTH ADVISORS, LLC notice-filed in FL. IAPD ↗
$164.7M RAUM · 3 reps · 214-347-7475 · gibsonwealthadvisors.com
ComplianceMarketing & brand
42
SJHL FINANCIAL GROUP notice-filed in NM. IAPD ↗
$138.7M RAUM · 3 reps · 620-241-1826
ComplianceMarketing & brand
42
ROBBINS FARLEY LLC notice-filed in MI. IAPD ↗
$225.1M RAUM · 3 reps · 603-703-0255
ComplianceMarketing & brand
42
AUTHENTIKOS WEALTH ADVISORY LLC notice-filed in NV. IAPD ↗
$154.8M RAUM · 3 reps · 877.457.4567 · authentikos.com
ComplianceMarketing & brand
42
PRAIRIE RIVERS INVESTMENTS, LLC notice-filed in OH. IAPD ↗
$216.2M RAUM · 3 reps · 618-544-9010 · ourpri.com
ComplianceMarketing & brand
42
KANANI ADVISORY GROUP INC. notice-filed in GA. IAPD ↗
$201.5M RAUM · 4 reps · (949) 502-7001 · kananiadvisorygroup.com
ComplianceMarketing & brand
42
RING MOUNTAIN CAPITAL, LLC notice-filed in FL. IAPD ↗
$185.7M RAUM · 1 reps · 415-350-1355 · ringmountaincapital.com
ComplianceMarketing & brand
42
AN EXCEPTIONAL LIFE FINANCIAL, LLC notice-filed in IL. IAPD ↗
$218.2M RAUM · 5 reps · 317-941-6492
ComplianceMarketing & brand
42
MADISON GLOBAL ADVISORS LLC notice-filed in CA. IAPD ↗
$80.4M RAUM · 5 reps · 631-240-4155
ComplianceMarketing & brand
42
MILESTONES PRIVATE INVESTMENT ADVISORS LLC notice-filed in NE. IAPD ↗
$198.1M RAUM · 2 reps · 585-203-1956 · milestones-advisors.com
ComplianceMarketing & brand
42
KINWELL LLC notice-filed in TX. IAPD ↗
$192.0M RAUM · 2 reps · (843) 308-1639 · kinwell.financial
ComplianceMarketing & brand
42
FENIX TRADING notice-filed in DE. IAPD ↗
$132.8M RAUM · 3 reps · (646) 652-6561
ComplianceMarketing & brand
42
SAPPHIRE BLUE INVESTMENT PARTNERS notice-filed in KY. IAPD ↗
$180.6M RAUM · 2 reps · 810-714-9456
ComplianceMarketing & brand
42
STEWARDS ADVISORY SERVICES notice-filed in PA. IAPD ↗
$108.4M RAUM · 2 reps · 319-229-7439 · stewardsadvisory.com
ComplianceMarketing & brand
42
FOLIOBEYOND, LLC notice-filed in TX. IAPD ↗
$95.7M RAUM · 2 reps · 212-397-7539 · foliobeyond.com
ComplianceMarketing & brand
42
KAIZEN FINANCIAL STRATEGIES, LLC notice-filed in VA. IAPD ↗
$234.4M RAUM · 5 reps · (408) 819-9010
ComplianceMarketing & brand
42
SAGE TREE WEALTH notice-filed in TX. IAPD ↗
$32.0M RAUM · 2 reps · 5855002579
ComplianceMarketing & brand
42
CIMARRON WEALTH MANAGEMENT, INC. notice-filed in CA. IAPD ↗
$230.5M RAUM · 5 reps · 970-249-9882
ComplianceMarketing & brand
42
MCNAUGHTON WEALTH MANAGEMENT, LLC notice-filed in WA. IAPD ↗
$243.0M RAUM · 3 reps · (858) 693-2310 · mcnaughtonwealthmgmt.com
ComplianceMarketing & brand
42
PARLIN ADVISORS LLC notice-filed in CA. IAPD ↗
$59.5M RAUM · 1 reps · (908) 377-4202 · parlinadvisors.com
ComplianceMarketing & brand
42
ALAPOCAS INVESTMENT PARTNERS, INC. notice-filed in FL. IAPD ↗
$206.6M RAUM · 2 reps · 978-529-2395
ComplianceMarketing & brand
42
HUDSON CAPITAL ADVISORY, INC. notice-filed in FL. IAPD ↗
$133.0M RAUM · 3 reps · 716-277-2717 · hudsonadvisors.com
ComplianceMarketing & brand
42
QUILITY FINANCIAL ADVISORS notice-filed in ID. IAPD ↗
$71.0M RAUM · 15 reps · 321-888-2599
ComplianceMarketing & brand
42
GLENORCHY CAPITAL LIMITED notice-filed in MI. IAPD ↗
$216.2M RAUM · 2 reps · 61416433041 · glenorchycapital.net
ComplianceMarketing & brand
42
FIRST GROWTH CAPITAL LLC notice-filed in FL. IAPD ↗
$217.6M RAUM · 2 reps · 202-656-9723 · firstgrowthcapitalpartners.com
ComplianceMarketing & brand
42
INDEPENDENCE WEALTH ADVISORS, LLC notice-filed in FL. IAPD ↗
$162.8M RAUM · 5 reps · 216-268-3888 · iwadirect.com
ComplianceMarketing & brand
42
SECFI ADVISORY LIMITED notice-filed in CO. IAPD ↗
$174.0M RAUM · 9 reps · (707) 652-9961
ComplianceMarketing & brand
42
WICKHAM FINANCIAL & INSURANCE SERVICES notice-filed in NC. IAPD ↗
$145.8M RAUM · 2 reps · 770-424-8711 · wickhamservices.com
ComplianceMarketing & brand
42
SFG WEALTH ADVISORS, LLC notice-filed in GA. IAPD ↗
$163.4M RAUM · 3 reps · (813) 251-9095 · sfgtampa.com
ComplianceMarketing & brand
42
GREAT POINT ADVISORS, LLC notice-filed in KS. IAPD ↗
$45.1M RAUM · 20 reps · 312-356-4875
ComplianceMarketing & brand
42
ALPHA CAPITAL FAMILY OFFICE, LLC notice-filed in OH. IAPD ↗
$217.4M RAUM · 8 reps · 303-900-1911 · acfamilyoffice.com
ComplianceMarketing & brand
42
EMISSARY WEALTH notice-filed in TX. IAPD ↗
$156.1M RAUM · 4 reps · 201-853-9103
ComplianceMarketing & brand
42
CHANNEL INVESTMENT PARTNERS notice-filed in NC. IAPD ↗
$34.4M RAUM · 2 reps · 571-721-1852 · channelinvestmentpartners.com
ComplianceMarketing & brand
42
MAGNIFI notice-filed in AK. IAPD ↗
$2.2M RAUM · 4 reps · 888-807-4066
ComplianceMarketing & brand
42
STARK WEALTH MANAGEMENT LLC notice-filed in NC. IAPD ↗
$176.9M RAUM · 2 reps · 610-419-9894 · starkfinancialgroup.com
ComplianceMarketing & brand
42
ATHOS PRIVATE WEALTH LLC notice-filed in NY. IAPD ↗
$176.7M RAUM · 4 reps · 435-252-1099
ComplianceMarketing & brand
42
DELTA WEALTH ADVISORS, LLC notice-filed in FL. IAPD ↗
$120.5M RAUM · 2 reps · 317-735-6445 · deltawealthadvisors.com
ComplianceMarketing & brand
42
WEIGELFAM notice-filed in CA. IAPD ↗
$64.3M RAUM · 1 reps · 646-872-0632
ComplianceMarketing & brand
42
MY PROSPER TEAM notice-filed in WI. IAPD ↗
$52.5M RAUM · 6 reps · 801-889-1341
ComplianceMarketing & brand
42
TETON WEALTH GROUP LLC notice-filed in TX. IAPD ↗
$165.5M RAUM · 9 reps · 844-838-6600 · retireteton.com
ComplianceMarketing & brand
42
INVESTED ADVISORS notice-filed in TN. IAPD ↗
$226.2M RAUM · 2 reps · 814-235-2703 · weareinvested.com
ComplianceMarketing & brand
42
CHROME ADVISORS notice-filed in TX. IAPD ↗
$127.5M RAUM · 1 reps · 415-818-9005
ComplianceMarketing & brand
42
BRIGHT ANGEL ADVISORS LLC notice-filed in TX. IAPD ↗
$200.2M RAUM · 2 reps · 612-372-0090
ComplianceMarketing & brand
42
BLOM & HOWELL FINANCIAL PLANNING, INC. notice-filed in TN. IAPD ↗
$143.8M RAUM · 3 reps · 209-857-5207
ComplianceMarketing & brand
42
THE WEALTHGARDEN F.S. LLC notice-filed in NY. IAPD ↗
$182.3M RAUM · 3 reps · 310-571-8489 · thewealthgardenfs.com
ComplianceMarketing & brand
42
SEEK FIRST INC. notice-filed in TX. IAPD ↗
$202.7M RAUM · 3 reps · 866-398-4044 · seekfirstinc.com
ComplianceMarketing & brand
42
J.M. ARBOUR, LLC notice-filed in MA. IAPD ↗
$154.0M RAUM · 6 reps · (207) 248-6767 · jmarbour.com
ComplianceMarketing & brand
42
SAGE ADVISORS LLC notice-filed in KY. IAPD ↗
$184.9M RAUM · 4 reps · 317-363-6204
ComplianceMarketing & brand
42
GEORGIA WEALTH PARTNERS, LLC notice-filed in LA. IAPD ↗
$137.2M RAUM · 4 reps · 678-510-5280 · georgiawealthpartners.com
ComplianceMarketing & brand
42
MINT ASSET MANAGEMENT LLC notice-filed in FL. IAPD ↗
$56.5M RAUM · 3 reps · 908-777-1717 · mintassetmanagement.com
ComplianceMarketing & brand
42
BLUEPRINT FINANCIAL ADVISORS notice-filed in WI. IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
ComplianceMarketing & brand
42
X ADVISORS, LLC notice-filed in MD. IAPD ↗
$189.9M RAUM · 8 reps · 805-465-9232 · xadvisors.co
ComplianceMarketing & brand
42
OPTIMIZE FINANCIAL INC. notice-filed in IA. IAPD ↗
$176.5M RAUM · 4 reps · 949-471-0000
ComplianceMarketing & brand
42
RABE INVESTMENT CONSULTING GROUP notice-filed in TX. IAPD ↗
$129.9M RAUM · 2 reps · 2167707300
ComplianceMarketing & brand
42
MORALIS TECHNOLOGIES, LLC notice-filed in NY. IAPD ↗
$51.9M RAUM · 8 reps · 833-730-3700 · aquinaswealth.com
ComplianceMarketing & brand
42
KERUSSO CAPITAL MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$161.1M RAUM · 2 reps · 404-226-2537
ComplianceMarketing & brand
42
HDA WEALTH MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$119.1M RAUM · 2 reps · 330-980-0741 · hdawealth.com
ComplianceMarketing & brand
42
ENTREWEALTH notice-filed in CO. IAPD ↗
$222.6M RAUM · 9 reps · 512-240-2244 · jeffsocha.com
ComplianceMarketing & brand
42
WILKINSON WEALTH MANAGEMENT, LLC notice-filed in MN. IAPD ↗
$143.3M RAUM · 2 reps · 520-777-1911 · wilkinsonwealthmgmt.com
ComplianceMarketing & brand
42
SAYBROOK WEALTH GROUP, INC. notice-filed in TX. IAPD ↗
$241.6M RAUM · 1 reps · (860) 388-2200 · saybrookwealth.com
ComplianceMarketing & brand
42
SENIOR TAX ADVISORY GROUP, INC. notice-filed in TN. IAPD ↗
$88.5M RAUM · 3 reps · 719-596-4844 · springstax.com
ComplianceMarketing & brand
42
WILLIAMSON LEGACY GROUP, LLC notice-filed in CA. IAPD ↗
$208.7M RAUM · 5 reps · 317-447-3212 · williamsonlegacygroup.com
ComplianceMarketing & brand
42
THE CLIFFORD GROUP LLC notice-filed in LA. IAPD ↗
$204.2M RAUM · 3 reps · (617) 600-2083 · thecliffordgrp.com
ComplianceMarketing & brand
42
ALPHA ZERO LLC notice-filed in IA. IAPD ↗
$183.2M RAUM · 6 reps · (561) 576-2599 · alphazerowealth.com
ComplianceMarketing & brand
42
ICW HOLDINGS, LLC notice-filed in CT. IAPD ↗
$107.7M RAUM · 1 reps · 347-413-4750 · icwinvest.co
ComplianceMarketing & brand
42
TABLEAUX WEALTH notice-filed in FL. IAPD ↗
$154.3M RAUM · 4 reps · 413-264-2400
ComplianceMarketing & brand
42
AXIM PLANNING & WEALTH notice-filed in WA. IAPD ↗
$119.3M RAUM · 1 reps · 937-291-2060 · aximwealth.com
ComplianceMarketing & brand
42
NEIL JESANI WEALTH MANAGEMENT notice-filed in LA. IAPD ↗
$125.9M RAUM · 3 reps · (954) 800-3528
ComplianceMarketing & brand
42
TIER ONE WEALTH MANAGEMENT notice-filed in FL. IAPD ↗
$125.1M RAUM · 3 reps · 303-858-0000 · tieronewm.com
ComplianceMarketing & brand
42
PLENTY FINANCIAL RIA, LLC notice-filed in SC. IAPD ↗
$6.2M RAUM · 1 reps · 628-333-3863
ComplianceMarketing & brand
42
PANORAMA WEALTH ADVISORS notice-filed in LA. IAPD ↗
$115.1M RAUM · 3 reps · 720-356-0779 · pwa.llc
ComplianceMarketing & brand
42
LAKESHORE CAPITAL GROUP, INC. notice-filed in TX. IAPD ↗
$153.2M RAUM · 2 reps · 847-701-0400 · thelakeshorecapitalgroup.com
ComplianceMarketing & brand
42
JEFFERSON BRIDGE CAPITAL, LLC notice-filed in MO. IAPD ↗
$130.8M RAUM · 3 reps · 615-312-7750 · jeffersonbridge.com
ComplianceMarketing & brand
42
BPM WEALTH ADVISORS, LLC notice-filed in IL. IAPD ↗
$49.9M RAUM · 2 reps · 415-421-5757 · bpm.com
ComplianceMarketing & brand
42
STRATEGIC WEALTH CAPITAL notice-filed in OH. IAPD ↗
$206.5M RAUM · 1 reps · 415-780-7022
ComplianceMarketing & brand
42
LYNX ADVISORY PARTNERS notice-filed in TX. IAPD ↗
$214.8M RAUM · 5 reps · (305) 772-7137
ComplianceMarketing & brand
42
INDEX TECHNOLOGIES GROUP LLC notice-filed in TX. IAPD ↗
$105.0M RAUM · 4 reps · 212-466-6760
ComplianceMarketing & brand
42
EVANSBROOK CAPITAL MANAGEMENT notice-filed in CO. IAPD ↗
$184.6M RAUM · 2 reps · 917-406-9128 · evansbrook.com
ComplianceMarketing & brand
42
JN PRIVATE WEALTH MANAGEMENT LLC notice-filed in CO. IAPD ↗
$129.3M RAUM · 1 reps · 443-319-1200 · jnprivatewealth.com
ComplianceMarketing & brand
42
LMPG WEALTH ADVISORS, LLC notice-filed in TX. IAPD ↗
$132.4M RAUM · 2 reps · 610-202-9897
ComplianceMarketing & brand
42
WAYSTONE ADVISORS LLC notice-filed in ID. IAPD ↗
$136.1M RAUM · 4 reps · (425) 484-0045 · waystoneadvisors.com
ComplianceMarketing & brand
42
FCIG WEALTH MANAGEMENT, LLC notice-filed in MA. IAPD ↗
$107.3M RAUM · 2 reps · 877-420-5234
ComplianceMarketing & brand
42
SMART STEPS WEALTH MANAGEMENT LLC notice-filed in FL. IAPD ↗
$60.9M RAUM · 1 reps · 314-970-2377 · smartstepswealth.com
ComplianceMarketing & brand
42
CONCURRENT ASSET MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$32.9M RAUM · 2 reps · 813-575-2652 · concurrentam.com
ComplianceMarketing & brand
42
THE KIECKHEFER GROUP notice-filed in IL. IAPD ↗
$184.6M RAUM · 2 reps · 4147043826 · kieckhefergroup.com
ComplianceMarketing & brand
42
EMPOWER PRIVATE WEALTH notice-filed in NY. IAPD ↗
$29.5M RAUM · 1 reps · 941-340-0404 · empowerpw.com
ComplianceMarketing & brand
42
TOTAL WEALTH SERVICES, LLC notice-filed in TX. IAPD ↗
$121.2M RAUM · 2 reps · 818-309-3071 · totalwealthservices.com
ComplianceMarketing & brand
42
SANDRO WEALTH MANAGEMENT LLC notice-filed in MO. IAPD ↗
$0 RAUM · 5 reps · 2016613416 · sandrowealth.com
ComplianceMarketing & brand
42
PERSPECTIVE WEALTH ADVISORS notice-filed in NE. IAPD ↗
$113.1M RAUM · 3 reps · 970-732-7975
ComplianceMarketing & brand
42
YANDELL INVESTMENTS, LLC notice-filed in GA. IAPD ↗
$154.2M RAUM · 1 reps · 407-898-5777
ComplianceMarketing & brand
42
THE WELLINGTON GRP LLC notice-filed in TX. IAPD ↗
$136.4M RAUM · 8 reps · 317-846-5055 · thewellingtongroupllc.com
ComplianceMarketing & brand
42
TRITONPOINT PARTNERS, LLC notice-filed in MD. IAPD ↗
$110.3M RAUM · 4 reps · 301-799-9001 · tritonpointwealth.com
ComplianceMarketing & brand
42
PRESIDIO WEALTH MANAGEMENT notice-filed in CA. IAPD ↗
$175.5M RAUM · 3 reps · 801-290-3201
ComplianceMarketing & brand
42
SMARTHARVEST PORTFOLIOS notice-filed in CA. IAPD ↗
$170.0M RAUM · 1 reps · 206-841-9944 · smartharvestportfolios.com
ComplianceMarketing & brand
42
CAPSTONE RIA notice-filed in IN. IAPD ↗
$0 RAUM · 1 reps · 877-739-6007 · capstoneria.com
ComplianceMarketing & brand
42
STORGATE, LLC notice-filed in NC. IAPD ↗
$0 RAUM · 1 reps · (917) 690-7972 · storgate.com
ComplianceMarketing & brand
41
LCG ASSOCIATES, INC. notice-filed in MN, OH, VA. IAPD ↗institutional
$2.42B RAUM · 47 reps · (770) 644-0100
ComplianceMarketing & brand
40
GALLIARD CAPITAL MANAGEMENT notice-filed in AK, AL, AR, AZ, DE, HI, ID, LA, ME, MS, MT, ND, NE, NH, NV, OK, PR, SD, UT, VT, WA, WV, WY. IAPD ↗fund
$80.36B RAUM · 20 reps · 612-667-3220 · galliard.com
ComplianceMarketing & brand
40
FRANCIS LLC notice-filed in CT, DE, KY, LA, MA, MD, ME, MT, NE, NM, NV, RI, SC, VT, WV, WY. IAPD ↗institutional
$0 RAUM · 21 reps · 866-232-6457 · francisway.com
ComplianceMarketing & brand
40
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC notice-filed in AK, AL, AR, CA, CO, DC, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, WY. IAPD ↗fund
$116.11B RAUM · 206 reps · 212-810-5300 · global-infra.com
ComplianceMarketing & brand
40
GUGGENHEIM CORPORATE FUNDING, LLC notice-filed in AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, 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 ↗fund
$9.03B RAUM · 13 reps · 212-739-0700 · guggenheiminvestments.com
ComplianceMarketing & brand
40
SOVEREIGN'S CAPITAL MANAGEMENT, LLC notice-filed in AL, CA, FL, IL, IN, KY, LA, MD, MI, MN, MO, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA. IAPD ↗fund
$1.05B RAUM · 26 reps · 404-260-2798 · sovereignscapital.com
ComplianceMarketing & brand
40
FIDELITY DIVERSIFYING SOLUTIONS LLC notice-filed in AK, AL, CA, CT, DC, DE, FL, GA, HI, IA, IN, KS, MD, MI, MN, MO, NM, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, WI, WV, WY. IAPD ↗fund
$9.66B RAUM · 35 reps · 617-563-7000
ComplianceMarketing & brand
40
CHOREO PARTNER ALLIANCE, LLC notice-filed in CO, CT, FL, IA, IN, NY, PA, SC, TX, WI, WV. IAPD ↗institutional
$0 RAUM · 5 reps · 312-702-1680 · choreoadvisors.com
ComplianceMarketing & brand
40
MONEY PICKLE notice-filed in AL, AZ, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, WA, WI. IAPD ↗institutional
$0 RAUM · 1 reps · 248-881-4288
ComplianceMarketing & brand
40
NERDWALLET ADVISORY notice-filed in AK, AL, AR, CT, DC, DE, GA, IA, IN, KY, LA, MD, MI, MN, MO, MS, NC, NV, OH, OK, PR, SC, TN, WI, WV. IAPD ↗institutional
$0 RAUM · 1 reps · 415-549-8913 · nerdwalletcoach.uprise.us
ComplianceMarketing & brand
39
HILLTOP SECURITIES ASSET MANAGEMENT, LLC notice-filed in IN, KY. IAPD ↗institutional
$31.69B RAUM · 13 reps · 214-953-4000 · hilltopsecurities.com
ComplianceMarketing & brand
38
LBC CREDIT PARTNERS notice-filed in FL, GA, OH, SC. IAPD ↗fund
$3.26B RAUM · 102 reps · 215-972-8900 · lbccredit.com
ComplianceMarketing & brand
37
PIPER SANDLER & CO. notice-filed in OR. IAPD ↗institutional
$1.99B RAUM · 21 reps · 612-303-6000 · pipersandler.com
ComplianceMarketing & brand
37
PGIM PRIVATE PLACEMENT INVESTORS, L.P. notice-filed in NY. IAPD ↗institutional
$23.60B RAUM · 289 reps · 973-367-2454 · pgimprivatecapital.com
ComplianceMarketing & brand
37
INTERCONTINENTAL REAL ESTATE CORPORATION notice-filed in MI. IAPD ↗institutional
$12.58B RAUM · 38 reps · 617-782-2600
ComplianceMarketing & brand
37
THE INFORMED MOMENTUM COMPANY LLC notice-filed in WA. IAPD ↗institutional
$1.10B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
ComplianceMarketing & brand
37
GLOBAL X MANAGEMENT COMPANY LLC notice-filed in FL. IAPD ↗institutional
$55.75B RAUM · 37 reps · 212-644-6440 · globalxetfs.com
ComplianceMarketing & brand
37
PLANPILOT notice-filed in UT. IAPD ↗institutional
$3.71B RAUM · 11 reps · 312-973-4911
ComplianceMarketing & brand
37
RIVER CANYON FUND MANAGEMENT LLC notice-filed in NY. IAPD ↗institutional
$1.14B RAUM · 48 reps · 214 253 6000 · rivercanyonfunds.com
ComplianceMarketing & brand
37
DWIGHT SECURITIES MANAGEMENT LLC notice-filed in NY. IAPD ↗institutional
$2.83B RAUM · 24 reps · 212-960-3750 · dwightmortgagetrust.com
ComplianceMarketing & brand
37
LAWLEY RETIREMENT ADVISORS notice-filed in TX. IAPD ↗institutional
$1.95B RAUM · 5 reps · 716-849-8219 · lawleyretirement.com
ComplianceMarketing & brand
37
M&G INVESTMENTS (USA) INC. notice-filed in CA. IAPD ↗institutional
$15.58B RAUM · 22 reps · 312-952-9464 · mandg.com
ComplianceMarketing & brand
37
FS REIT ADVISOR, LLC notice-filed in NY. IAPD ↗institutional
$8.57B RAUM · 3 reps · 215-220-6651
ComplianceMarketing & brand
37
VETA INVESTMENT PARTNERS, LLC notice-filed in TX. IAPD ↗institutional
$4.49B RAUM · 2 reps · 646-630-3218 · vetainvestmentpartners.com
ComplianceMarketing & brand
37
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC notice-filed in NC. IAPD ↗institutional
$1.02B RAUM · 109 reps · (203) 542-4200
ComplianceMarketing & brand
37
BONDBLOXX notice-filed in AZ. IAPD ↗institutional
$3.43B RAUM · 4 reps · 800-896-5089
ComplianceMarketing & brand
37
BLUE OWL INSURANCE SOLUTIONS notice-filed in TX. IAPD ↗institutional
$22.60B RAUM · 30 reps · (212) 419-3000
ComplianceMarketing & brand
36
CAPITAL CLIENT GROUP, INC. notice-filed in MI, PA, WI. IAPD ↗institutional
$0 RAUM · 655 reps · 213-486-9200 · pro.capitalgroup.com
ComplianceMarketing & brand
36
PORTFOLIO ADVISORS LLC notice-filed in KS, MD, ND. IAPD ↗fund
$44.67B RAUM · 84 reps · 203-662-3456 · portfolioadvisorsllc.com
ComplianceMarketing & brand
36
ELDRIDGE CREDIT ADVISERS, LLC notice-filed in CA, CT, TX. IAPD ↗fund
$7.71B RAUM · 43 reps · 212-895-2000
ComplianceMarketing & brand
36
MILLENNIUM MANAGEMENT LLC notice-filed in LA, MI, MN. IAPD ↗fund
$571.11B RAUM · 2892 reps · 212-841-4100 · millenniummanagementllc.com
ComplianceMarketing & brand
36
CAPITALSPRING notice-filed in CA, GA, TX. IAPD ↗fund
$2.72B RAUM · 24 reps · 212-981-0140 · capitalspring.com
ComplianceMarketing & brand
36
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC notice-filed in CA, CT, MA. IAPD ↗institutional
$0 RAUM · 210 reps · (212) 419-3000
ComplianceMarketing & brand
35
INSTITUTIONAL CAPITAL MANAGEMENT, INC. notice-filed in MI. IAPD ↗institutional
$584.0M RAUM · 1 reps · 303-579-9595 · thinkicm.com
ComplianceMarketing & brand
35
CURAFIN ADVISORS notice-filed in CO. IAPD ↗institutional
$448.4M RAUM · 3 reps · 480-284-7080 · curafinadvisors.com
ComplianceMarketing & brand
35
CIFC PRIVATE CREDIT MANAGEMENT LLC notice-filed in CA, IL, OH, PA, SC. IAPD ↗fund
$131.0M RAUM · 102 reps · 786-652-3250 · cifc.com
ComplianceMarketing & brand
34
DEUTSCHE BANK SECURITIES INC. notice-filed in MA, WY. IAPD ↗institutional
$0 RAUM · 146 reps · 212-250-2500 · db.com
ComplianceMarketing & brand
34
CAMDEN ASSET MANAGEMENT notice-filed in DE, NY. IAPD ↗fund
$8.79B RAUM · 5 reps · 310-785-9755 · camdenasset.com
ComplianceMarketing & brand
34
TOWERS WATSON INVESTMENT SERVICES, INC. notice-filed in CO, SC. IAPD ↗fund
$52.22B RAUM · 236 reps · 312-288-7700 · wtwco.com
ComplianceMarketing & brand
34
SAGE ADVISORS, LLC notice-filed in KY, NJ, PA. IAPD ↗fund
$442.5M RAUM · 9 reps · 212-850-4260
ComplianceMarketing & brand
34
SANDS CAPITAL VENTURES, LLC notice-filed in MT, NH. IAPD ↗fund
$3.21B RAUM · 64 reps · 703-562-4000
ComplianceMarketing & brand
34
KSL CAPITAL PARTNERS notice-filed in CT, NY. IAPD ↗fund
$25.26B RAUM · 69 reps · 720-284-6400
ComplianceMarketing & brand
34
CIFC ASSET MANAGEMENT LLC notice-filed in GA, OH. IAPD ↗fund
$41.52B RAUM · 102 reps · 786-652-3250
ComplianceMarketing & brand
34
TXRE ADVISERS, LLC notice-filed in IL, NJ. IAPD ↗fund
$4.89B RAUM · 43 reps · 972-201-2841 · hillwood.pl
ComplianceMarketing & brand
34
STAR MOUNTAIN FUND MANAGEMENT, LLC notice-filed in CA, PA. IAPD ↗fund
$3.96B RAUM · 25 reps · 212-810-9044
ComplianceMarketing & brand
34
BLUE OWL REAL ESTATE CAPITAL LLC notice-filed in DC, TX. IAPD ↗fund
$52.79B RAUM · 110 reps · (212) 419-3000 · blueowlproducts.com
ComplianceMarketing & brand
34
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC notice-filed in LA, NH. IAPD ↗institutional
$170.7M RAUM · 2 reps · 727-324-4004
ComplianceMarketing & brand
34
NYL INVESTORS LLC notice-filed in NJ, OK. IAPD ↗fund
$312.16B RAUM · 189 reps · 212-576-7000 · newyorklifeinvestments.com
ComplianceMarketing & brand
34
RETHINK CAPITAL PARTNERS, LLC notice-filed in MD, PA. IAPD ↗fund
$2.23B RAUM · 22 reps · (914) 683-8474
ComplianceMarketing & brand
34
SQUAREPOINT OPS LLC notice-filed in CA, IL. IAPD ↗fund
$182.23B RAUM · 51 reps · 646 868 1500 · squarepoint-capital.com
ComplianceMarketing & brand
34
ENGINEERS GATE MANAGER LP notice-filed in CT, TN. IAPD ↗fund
$13.57B RAUM · 105 reps · 646-757-2800
ComplianceMarketing & brand
34
ARENA INVESTORS, LP notice-filed in FL, UT. IAPD ↗fund
$2.66B RAUM · 31 reps · 914-670-7809
ComplianceMarketing & brand
34
PROTERRA INVESTMENT PARTNERS LP notice-filed in IL, VI. IAPD ↗fund
$3.61B RAUM · 40 reps · 612-257-7900
ComplianceMarketing & brand
34
TWO SIGMA INVESTOR SOLUTIONS, LP notice-filed in NH, VA. IAPD ↗institutional
$0 RAUM · 2 reps · (212) 625-5700
ComplianceMarketing & brand
34
OXFORD FINANCE ADVISORS, LLC notice-filed in FL, NY. IAPD ↗fund
$1.60B RAUM · 76 reps · 703-519-4900
ComplianceMarketing & brand
34
PGIM REAL ESTATE ADVISORS LLC notice-filed in CA, NJ. IAPD ↗institutional
$0 RAUM · 2 reps · 973-367-5122 · pgimrealestate.com
ComplianceMarketing & brand
32
USI SECURITIES, INC. notice-filed in MO. IAPD ↗institutional
$0 RAUM · 19 reps · 860-652-3239
ComplianceMarketing & brand
32
CIGNA INVESTMENTS, INC. notice-filed in IL. IAPD ↗fund
$27.52B RAUM · 49 reps · 860-226-3723
ComplianceMarketing & brand
32
SMITH GROUP ASSET MANAGEMENT notice-filed in NY. IAPD ↗institutional
$133.7M RAUM · 10 reps · 214-880-4600
ComplianceMarketing & brand
32
FIRST EAGLE INVESTMENT MANAGEMENT, LLC notice-filed in AZ. IAPD ↗fund
$101.61B RAUM · 43 reps · 212-698-3300 · firsteagle.com
ComplianceMarketing & brand
32
HARBOR CAPITAL ADVISORS, INC. notice-filed in NY. IAPD ↗fund
$64.79B RAUM · 27 reps · (312) 443-4400
ComplianceMarketing & brand
32
CABOT PROPERTIES L.P. notice-filed in NY. IAPD ↗fund
$9.29B RAUM · 118 reps · 617-723-7400 · cabotprop.com
ComplianceMarketing & brand
32
LOS ANGELES CAPITAL MANAGEMENT LLC notice-filed in TX. IAPD ↗fund
$31.29B RAUM · 41 reps · 310-479-9998 · lacapm.com
ComplianceMarketing & brand
32
TPG ANGELO GORDON notice-filed in FL. IAPD ↗fund
$100.72B RAUM · 326 reps · 212.692.2000 · angelogordon.com
ComplianceMarketing & brand
32
PARTNERS GROUP (USA) INC. notice-filed in FL. IAPD ↗fund
$27.52B RAUM · 267 reps · 212-908-2600 · partnersgroup.com
ComplianceMarketing & brand
32
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC notice-filed in CA. IAPD ↗fund
$112.27B RAUM · 265 reps · 212-458-6082 · corebridgefinancial.com
ComplianceMarketing & brand
32
FIRST EAGLE ALTERNATIVE CREDIT, LLC notice-filed in TX. IAPD ↗fund
$16.82B RAUM · 55 reps · 617-848-2577 · firsteagle.com
ComplianceMarketing & brand
32
ANGEL OAK CAPITAL ADVISORS, LLC notice-filed in CO. IAPD ↗fund
$10.21B RAUM · 25 reps · 404-953-4900
ComplianceMarketing & brand
32
SANDERS CAPITAL, LLC notice-filed in NE. IAPD ↗fund
$100.24B RAUM · 16 reps · 212-291-7900 · sanderscapital.com
ComplianceMarketing & brand
32
CERBERUS CAPITAL MANAGEMENT, L.P. notice-filed in AZ. IAPD ↗fund
$85.77B RAUM · 273 reps · 212-891-2100
ComplianceMarketing & brand
32
OBRA CAPITAL MANAGEMENT, LLC. notice-filed in IL. IAPD ↗fund
$3.60B RAUM · 60 reps · 917-831-1000
ComplianceMarketing & brand
32
PERMIAN notice-filed in NY. IAPD ↗fund
$2.13B RAUM · 7 reps · 212-257-6080 · permianlp.com
ComplianceMarketing & brand
32
TENEX CAPITAL MANAGEMENT, L.P. notice-filed in FL. IAPD ↗fund
$4.74B RAUM · 33 reps · 212-457-1138 · tenexcm.com
ComplianceMarketing & brand
32
HAYFIN CAPITAL MANAGEMENT LLC notice-filed in IL. IAPD ↗fund
$1.63B RAUM · 16 reps · 646-218-9479 · hayfin.com
ComplianceMarketing & brand
32
IGP INDUSTRIES, LLC notice-filed in IL. IAPD ↗fund
$1.50B RAUM · 23 reps · 415-882-4550 · igpequity.com
ComplianceMarketing & brand
32
SILVER POINT CAPITAL, L.P. notice-filed in NC. IAPD ↗fund
$37.09B RAUM · 109 reps · 203-542-4200 · silverpointcapital.com
ComplianceMarketing & brand
32
FLEXPOINT FORD, LLC notice-filed in FL. IAPD ↗fund
$7.78B RAUM · 60 reps · 786-885-1850 · flexpointford.com
ComplianceMarketing & brand
32
FUNDAMENTAL ADVISORS LP notice-filed in CA. IAPD ↗fund
$3.96B RAUM · 28 reps · 212-205-5000 · fundamental.com
ComplianceMarketing & brand
32
LS POWER EQUITY ADVISORS, LLC notice-filed in MO. IAPD ↗fund
$12.42B RAUM · 139 reps · 212-615-3456
ComplianceMarketing & brand
32
JACKSON AVENUE, LLC notice-filed in TX. IAPD ↗institutional
$170.6M RAUM · 2 reps · 703-626-6475 · jacksonavenue.com
ComplianceMarketing & brand
32
VALOR EQUITY PARTNERS notice-filed in CA. IAPD ↗fund
$26.08B RAUM · 70 reps · 312-683-1900
ComplianceMarketing & brand
32
PENNYBACKER CAPITAL MANAGEMENT, LLC notice-filed in NY. IAPD ↗fund
$5.18B RAUM · 45 reps · 512-610-2910 · pennybackercap.com
ComplianceMarketing & brand
32
RA CAPITAL MANAGEMENT, LP notice-filed in NY. IAPD ↗fund
$12.63B RAUM · 96 reps · 617-778-2500 · racap.com
ComplianceMarketing & brand
32
LGT CAPITAL PARTNERS (USA) INC. notice-filed in CA. IAPD ↗fund
$54.92B RAUM · 45 reps · 212-336-0650 · lgtcp.com
ComplianceMarketing & brand
32
GRAHAM CAPITAL MANAGEMENT, L.P. notice-filed in NY. IAPD ↗fund
$28.54B RAUM · 98 reps · 203-899-3400 · grahamcapital.com
ComplianceMarketing & brand
32
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. notice-filed in GA. IAPD ↗fund
$58.97B RAUM · 161 reps · 212-813-4900 · carlyle.com
ComplianceMarketing & brand
32
THE PALISADES GROUP, LLC notice-filed in NY. IAPD ↗fund
$22.62B RAUM · 11 reps · 512-361-2148
ComplianceMarketing & brand
32
RAITH CAPITAL PARTNERS notice-filed in MA. IAPD ↗fund
$2.07B RAUM · 15 reps · 212-938-6995
ComplianceMarketing & brand
32
ARMISTICE CAPITAL LLC notice-filed in FL. IAPD ↗fund
$5.54B RAUM · 19 reps · 212-231-4930 · armisticecapital.com
ComplianceMarketing & brand
32
HEALTHCARE ROYALTY MANAGEMENT, LLC notice-filed in FL. IAPD ↗fund
$3.33B RAUM · 19 reps · 203-487-8300
ComplianceMarketing & brand
32
GLOBAL IMC LLC notice-filed in WA. IAPD ↗fund
$1.42B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
ComplianceMarketing & brand
32
RETIREMENT PLANOLOGY, INC. notice-filed in MD. IAPD ↗institutional
$204.2M RAUM · 3 reps · 703-595-2829
ComplianceMarketing & brand
32
AE INDUSTRIAL PARTNERS, LP notice-filed in DC. IAPD ↗fund
$6.40B RAUM · 46 reps · 561-372-0994 · aeroequity.com
ComplianceMarketing & brand
32
OPENGATE CAPITAL MANAGEMENT, LLC notice-filed in NY. IAPD ↗fund
$1.06B RAUM · 20 reps · 212-400-7400
ComplianceMarketing & brand
32
COMMUNITY DEVELOPMENT FUND ADVISORS, LLC notice-filed in CT. IAPD ↗institutional
$206.1M RAUM · 2 reps · 305-663-0100 · communitydevelopmentfund.com
ComplianceMarketing & brand
32
IKARIAN CAPITAL notice-filed in MI, WA. IAPD ↗fund
$559.8M RAUM · 3 reps · 214-276-0670
ComplianceMarketing & brand
32
ENERGY IMPACT PARTNERS LP notice-filed in DC. IAPD ↗fund
$4.97B RAUM · 62 reps · 212-899-9700 · energyimpactpartners.com
ComplianceMarketing & brand
32
GARDA CAPITAL PARTNERS notice-filed in MA. IAPD ↗fund
$106.64B RAUM · 59 reps · 612-330-4900 · gardacp.dk
ComplianceMarketing & brand
32
BLUE OWL CREDIT ADVISORS LLC notice-filed in TX. IAPD ↗fund
$57.08B RAUM · 210 reps · (212) 419-3000 · blueowl.com
ComplianceMarketing & brand
32
POINT72 ASSET MANAGEMENT, L.P. notice-filed in DC. IAPD ↗fund
$220.93B RAUM · 1431 reps · 203-890-2000 · careers.point72.com
ComplianceMarketing & brand
32
CENTIVA CAPITAL, LP notice-filed in NC. IAPD ↗fund
$19.47B RAUM · 156 reps · 212-554-4180 · centivacapital.com
ComplianceMarketing & brand
32
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC notice-filed in FL. IAPD ↗institutional
$0 RAUM · 70 reps · 212-847-3459
ComplianceMarketing & brand
32
ANZU PARTNERS, LLC notice-filed in GA, NH. IAPD ↗fund
$975.9M RAUM · 10 reps · 202 742 5870
ComplianceMarketing & brand
32
MARINER WEALTH notice-filed in TN. IAPD ↗institutional
$0 RAUM · 50 reps · 913-904-5700 · mariner.com
ComplianceMarketing & brand
32
TREVILLE CAPITAL MANAGEMENT LLC notice-filed in NC. IAPD ↗fund
$1.96B RAUM · 13 reps · 212-812-0210 · treville.com
ComplianceMarketing & brand
32
KENNEDY LEWIS MANAGEMENT LP notice-filed in AZ. IAPD ↗fund
$10.80B RAUM · 43 reps · 212-782-3480
ComplianceMarketing & brand
32
PARAFI CAPITAL LP notice-filed in CA. IAPD ↗fund
$1.40B RAUM · 8 reps · (203) 326-1321 · parafi.com
ComplianceMarketing & brand
32
MARTIS CAPITAL MANAGEMENT, LLC notice-filed in FL. IAPD ↗fund
$2.14B RAUM · 15 reps · 202-975-1281
ComplianceMarketing & brand
32
COMPASS ROSE ASSET MANAGEMENT notice-filed in SC. IAPD ↗fund
$11.86B RAUM · 20 reps · 212-888-1433 · compassroseam.com
ComplianceMarketing & brand
32
RETIREMENT RESEARCHER, LLC notice-filed in RI. IAPD ↗institutional
$0 RAUM · 2 reps · 833-828-9811
ComplianceMarketing & brand
32
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC notice-filed in TX. IAPD ↗fund
$7.06B RAUM · 210 reps · (212) 419-3000 · blueowl.com
ComplianceMarketing & brand
32
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC notice-filed in TX. IAPD ↗fund
$33.60B RAUM · 210 reps · (212) 419-3000
ComplianceMarketing & brand
32
TYREE & D'ANGELO PARTNERS MANAGEMENT LP notice-filed in TX. IAPD ↗fund
$1.90B RAUM · 53 reps · 312-489-5050 · tdpfund.com
ComplianceMarketing & brand
32
ROMARK CREDIT ADVISORS LP notice-filed in CO. IAPD ↗fund
$3.33B RAUM · 22 reps · 212-867-9090 · romarkadvisors.com
ComplianceMarketing & brand
32
HARNESS WEALTH notice-filed in FL. IAPD ↗institutional
$0 RAUM · 2 reps · (646) 586-5427 · harnesswealth.com
ComplianceMarketing & brand
32
NASSAU ALTERNATIVE INVESTMENTS LLC notice-filed in CT. IAPD ↗fund
$1.37B RAUM · 6 reps · (646) 630-8376
ComplianceMarketing & brand
32
ALIGNED CLIMATE CAPITAL LLC notice-filed in ME. IAPD ↗fund
$1.77B RAUM · 15 reps · 201-316-3402 · alignedclimatecapital.com
ComplianceMarketing & brand
32
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC notice-filed in TX. IAPD ↗fund
$4.10B RAUM · 210 reps · (212) 419-3000 · blueowl.com
ComplianceMarketing & brand
32
SOOTCHY SECURITIES, LLC notice-filed in AR. IAPD ↗institutional
$0 RAUM · 1 reps · 310-807-0144
ComplianceMarketing & brand
32
CATALIO CAPITAL MANAGEMENT, LP notice-filed in DC. IAPD ↗fund
$1.67B RAUM · 17 reps · 410-989-6168
ComplianceMarketing & brand
32
EDISON PARTNERS MANAGEMENT, LLC notice-filed in TN. IAPD ↗fund
$2.39B RAUM · 14 reps · (609) 896-1900 · edisonpartners.com
ComplianceMarketing & brand
32
SOUND CAPITAL SOLUTIONS LLC notice-filed in FL. IAPD ↗institutional
$224.2M RAUM · 5 reps · 630-853-3300 · soundcapitalsolutions.com
ComplianceMarketing & brand
32
ACRE MANAGER, LLC notice-filed in NY. IAPD ↗fund
$3.64B RAUM · 6 reps · 404-968-9795
ComplianceMarketing & brand
32
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC notice-filed in TX. IAPD ↗fund
$6.82B RAUM · 210 reps · (212) 419-3000 · otic.com
ComplianceMarketing & brand
32
STRIVE ADVISORY, LLC notice-filed in TX. IAPD ↗institutional
$0 RAUM · 5 reps · 855-427-7360 · strive.com
ComplianceMarketing & brand
32
PINEGROVE VENTURE PARTNERS, LLC notice-filed in CT. IAPD ↗fund
$11.68B RAUM · 18 reps · 650-519-0540
ComplianceMarketing & brand
32
SIMPLIFY EQLS LLC notice-filed in CA. IAPD ↗institutional
$114.3M RAUM · 13 reps · 646-585-0476
ComplianceMarketing & brand
32
KODAI CAPITAL MANAGEMENT LP notice-filed in ME. IAPD ↗fund
$2.93B RAUM · 21 reps · 312-264-0620
ComplianceMarketing & brand
32
BUENA CAPITAL ADVISORS D/B/A IVY INVEST notice-filed in NY. IAPD ↗institutional
$7.4M RAUM · 1 reps · 8005357096 · buenacapital.com
ComplianceMarketing & brand
32
MEKETA CAPITAL, LLC notice-filed in CA. IAPD ↗institutional
$36.1M RAUM · 14 reps · 720-697-1010 · meketacapital.com
ComplianceMarketing & brand
32
PRESTON CAPITAL notice-filed in CA. IAPD ↗fund
$1.26B RAUM · 9 reps · 949-272-2000 · prestoncap.com
ComplianceMarketing & brand
32
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC notice-filed in NY. IAPD ↗fund
$4.59B RAUM · 121 reps · 833-259-7511
ComplianceMarketing & brand
32
DXD CAPITAL notice-filed in CO, CT. IAPD ↗fund
$294.7M RAUM · 15 reps · 505-633-4190 · dxd.capital
ComplianceMarketing & brand
32
SARMAYA PARTNERS, LLC notice-filed in CO. IAPD ↗institutional
$3.2M RAUM · 3 reps · 303-520-2419 · sarmayapartners.com
ComplianceMarketing & brand
32
ALPHABIT INVESTMENTS, LLC notice-filed in IA. IAPD ↗institutional
$0 RAUM · 2 reps · 641-925-2138
ComplianceMarketing & brand
30
TRIANGLE PEAK PARTNERS, LP notice-filed in CO. IAPD ↗fund
$312.5M RAUM · 4 reps · 831-998-9540 · trianglepeakpartners.com
ComplianceMarketing & brand
30
ACK ASSET MANAGEMENT LLC notice-filed in NY. IAPD ↗fund
$949.1M RAUM · 6 reps · 914-358-3299
ComplianceMarketing & brand
30
TRUMAN CAPITAL ADVISORS, LP notice-filed in WA. IAPD ↗fund
$531.8M RAUM · 15 reps · 914-730-7102
ComplianceMarketing & brand
30
ALIDADE CAPITAL, LLC notice-filed in MA. IAPD ↗fund
$551.3M RAUM · 12 reps · 248-593-7878 · alidadecapital.com
ComplianceMarketing & brand
30
OAK HARBOR CAPITAL, LLC notice-filed in NV. IAPD ↗fund
$507.8M RAUM · 8 reps · 855-330-9520 · argolicallc.com
ComplianceMarketing & brand
30
ENHANCED CAPITAL PARTNERS, LLC notice-filed in CT. IAPD ↗fund
$875.0M RAUM · 15 reps · 504-569-7900
ComplianceMarketing & brand
30
GREENLAKE ASSET MANAGEMENT LLC notice-filed in NY. IAPD ↗fund
$980.4M RAUM · 9 reps · 626-529-1080 · greenlakefund.com
ComplianceMarketing & brand
30
INNOVATIVE PORTFOLIOS LLC notice-filed in TX. IAPD ↗fund
$784.6M RAUM · 12 reps · 317-689-6450
ComplianceMarketing & brand
30
DUBIN CLARK notice-filed in MN. IAPD ↗fund
$402.8M RAUM · 13 reps · 904-799-1984 · dubinclark.com
ComplianceMarketing & brand
30
AMIP MANAGEMENT notice-filed in CT. IAPD ↗fund
$594.8M RAUM · 5 reps · 562-735-6555
ComplianceMarketing & brand
30
BACKCAST PARTNERS MANAGEMENT LLC notice-filed in NY. IAPD ↗fund
$854.6M RAUM · 12 reps · 9735127487 · backcastpartners.com
ComplianceMarketing & brand
30
GUILD CAPITAL MANAGEMENT notice-filed in CA. IAPD ↗fund
$417.5M RAUM · 8 reps · 3109230225 · guildcap.com
ComplianceMarketing & brand
30
FLATIRON RR LLC, MANAGER SERIES notice-filed in DE. IAPD ↗fund
$798.6M RAUM · 19 reps · 212-576-7000
ComplianceMarketing & brand
30
MACHINE INVESTMENT GROUP, LP notice-filed in VA. IAPD ↗fund
$455.3M RAUM · 10 reps · 917-970-0313 · machineinv.com
ComplianceMarketing & brand
30
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC notice-filed in CA. IAPD ↗fund
$427.8M RAUM · 26 reps · 1-713-402-8266 · ogci.com
ComplianceMarketing & brand
30
PALO DURO INVESTMENT PARTNERS, LP notice-filed in IN. IAPD ↗fund
$425.7M RAUM · 4 reps · 312-264-4670
ComplianceMarketing & brand
30
SNOWHAWK LP notice-filed in FL. IAPD ↗fund
$508.8M RAUM · 9 reps · 888-335-3137
ComplianceMarketing & brand
30
BLUE OWL STRATEGIC EQUITY ADVISORS LLC notice-filed in TX. IAPD ↗fund
$310.1M RAUM · 210 reps · (212) 419-3000
ComplianceMarketing & brand
30
WHITEBARK INVESTORS notice-filed in NY. IAPD ↗fund
$340.2M RAUM · 3 reps · 775-737-2214 · whitebarkinvestors.com
ComplianceMarketing & brand
29
SAAS CAPITAL, LLC notice-filed in MA, VA. IAPD ↗fund
$183.4M RAUM · 6 reps · 303-870-9529 · saas-capital.com
ComplianceMarketing & brand
29
STAINES FINANCIAL, LLC notice-filed in AL, WA. IAPD ↗fund
$166.4M RAUM · 3 reps · 916-663-6723 · stainesfinancial.com
ComplianceMarketing & brand
27
KINGFISH CAPITAL PARTNERS LLC notice-filed in NY. IAPD ↗fund
$212.4M RAUM · 35 reps · 650-980-0200
ComplianceMarketing & brand
27
NIGHTVIEW CAPITAL, LLC notice-filed in HI. IAPD ↗fund
$154.2M RAUM · 4 reps · (866) 666-7156 · nightviewcapital.com
ComplianceMarketing & brand
27
ALIGN PRIVATE CAPITAL notice-filed in NC. IAPD ↗fund
$176.8M RAUM · 5 reps · 917-365-9073 · alignprivatecapital.com
ComplianceMarketing & brand
27
CAPRICE CAPITAL PARTNERS, LLC notice-filed in TN. IAPD ↗fund
$214.4M RAUM · 4 reps · 310-893-5070 · capricecapital.com
ComplianceMarketing & brand
27
FORSYTH STREET ASSET MANAGEMENT LLC notice-filed in TN. IAPD ↗fund
$241.0M RAUM · 3 reps · 212-697-1640 · forsythstreet.com
ComplianceMarketing & brand
27
KELSON ASSET MANAGEMENT LLC notice-filed in DE. IAPD ↗fund
$226.5M RAUM · 2 reps · 917-691-8007
ComplianceMarketing & brand
27
SHIMA CAPITAL MANAGEMENT LLC notice-filed in CA. IAPD ↗fund
$164.6M RAUM · 6 reps · 808-301-2963 · shima.capital
ComplianceMarketing & brand
27
C4M GLOBAL ADVISORS LLC notice-filed in VA. IAPD ↗fund
$10.7M RAUM · 2 reps · 888-336-8402 · c4m.com
ComplianceMarketing & brand
23
TANAGER WEALTH MANAGEMENT notice-filed in CT, IL, MA, WA. IAPD ↗foreign
$1.26B RAUM · 13 reps · 020 3965 6330
ComplianceMarketing & brand
23
SCHRODER WEALTH MANAGEMENT (US) LIMITED notice-filed in CO, CT, MD, ME, MS, NH, SC, VA. IAPD ↗foreign
$922.4M RAUM · 3 reps · 00 44 (0)20 7658 6000 · schroders.com
ComplianceMarketing & brand
21
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD notice-filed in CT, GA, NV, VA. IAPD ↗foreign
$913.8M RAUM · 8 reps · 41583176400 · jsafrasarasin.com
ComplianceMarketing & brand
19
CARDINAL CAPITAL MANAGEMENT, INC. notice-filed in CA, WA. IAPD ↗foreign
$3.59B RAUM · 13 reps · 1-800-310-4664
ComplianceMarketing & brand
17
CLARET ASSET MANAGEMENT CORP notice-filed in SC. IAPD ↗foreign
$1.91B RAUM · 17 reps · 514-842-6110 · claret.ca
ComplianceMarketing & brand
17
KBI GLOBAL INVESTORS (NORTH AMERICA) LTD notice-filed in LA. IAPD ↗foreign
$2.13B RAUM · 28 reps · -4384048 · kbiglobalinvestors.com
ComplianceMarketing & brand
17
RATHBONES notice-filed in MI. IAPD ↗foreign
$67.01B RAUM · 512 reps · +44-151 236 6666
ComplianceMarketing & brand
17
MASECO PRIVATE WEALTH notice-filed in MN. IAPD ↗foreign
$3.27B RAUM · 23 reps · +44 20 7043 0455 · instagram.com\masecopw
ComplianceMarketing & brand
17
BELLECAPITAL INTERNATIONAL notice-filed in NH. IAPD ↗foreign
$1.76B RAUM · 11 reps · 41 44 268 11 70 · bellecapital.com
ComplianceMarketing & brand
17
GUARDIAN PARTNERS INC. notice-filed in NH. IAPD ↗foreign
$2.93B RAUM · 32 reps · 416.840.8001 · guardiancapital.com
ComplianceMarketing & brand
16
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS notice-filed in AK, NM, WV. IAPD ↗foreign
$168.5M RAUM · 5 reps · 44 020 3787 9250
ComplianceMarketing & brand
16
RICHARDSON WEALTH (USA) LIMITED notice-filed in AR, DC, DE. IAPD ↗foreign
$217.6M RAUM · 0 reps · 1-855-204-7467
ComplianceMarketing & brand
15
REYL OVERSEAS LTD. notice-filed in MA. IAPD ↗foreign
$333.3M RAUM · 7 reps · +41 58 717 9400 · reyl-overseas.com
ComplianceMarketing & brand
15
HYPOSWISS ADVISORS SA notice-filed in SD. IAPD ↗foreign
$597.1M RAUM · 4 reps · +41 22 310 7640 · hyposwissadvisors.ch
ComplianceMarketing & brand
15
PARKVIEW LTD. notice-filed in LA. IAPD ↗foreign
$412.3M RAUM · 6 reps · +41 44 283 40 80 · parkviewgroup.com
ComplianceMarketing & brand
15
LORNE STEINBERG WEALTH MANAGEMENT INC. notice-filed in MA. IAPD ↗foreign
$654.1M RAUM · 12 reps · 514-876-9888
ComplianceMarketing & brand
14
IA PRIVATE WEALTH (USA) INC. notice-filed in GA, LA. IAPD ↗foreign
$95.8M RAUM · 116 reps · 1-855-999-2081 · iaprivatewealthusa.com
ComplianceMarketing & brand
12
WHVP notice-filed in IL. IAPD ↗foreign
$162.8M RAUM · 4 reps · 011 41 44 315 77 77
ComplianceMarketing & brand
12
HARBOURFRONT WEALTH AMERICA INC. notice-filed in TX. IAPD ↗foreign
$6.4M RAUM · 10 reps · 877-588-6822 · harbourfrontwealthamerica.com
ComplianceMarketing & brand
12
MASECO ASIA LIMITED notice-filed in CO. IAPD ↗foreign
$82.4M RAUM · 4 reps · 852 5808 2064
ComplianceMarketing & brand
headcount up — 1396 Advisory representative count grew materially (>=20% or >=5 reps).
85
J.P. MORGAN SECURITIES LLC grew from 7426 to 8097 advisory reps. IAPD ↗
$352.61B RAUM · 8097 reps · 800-999-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
OPPENHEIMER & CO. INC. grew from 1126 to 1295 advisory reps. IAPD ↗
$32.42B RAUM · 1295 reps · 212-668-8000 · oppenheimer.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIFTH THIRD SECURITIES, INC. grew from 722 to 788 advisory reps. IAPD ↗
$9.13B RAUM · 788 reps · 888-889-1025 · 53.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED grew from 3027 to 3045 advisory reps. IAPD ↗
$171.21B RAUM · 3045 reps · 314-342-2000 · ruderinvestmentgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRINCIPAL SECURITIES, INC. grew from 1349 to 1436 advisory reps. IAPD ↗
$14.83B RAUM · 1436 reps · 888-774-6267
CRMRecruiting & transitionsComplianceFinancial planning software
85
WILLIAM BLAIR & COMPANY L.L.C. grew from 179 to 201 advisory reps. IAPD ↗
$58.33B RAUM · 201 reps · 312-236-1600
CRMRecruiting & transitionsComplianceFinancial planning software
85
VOYA FINANCIAL ADVISORS, INC. grew from 529 to 563 advisory reps. IAPD ↗
$2.74B RAUM · 563 reps · 1-800-356-2906 · voyafinancialadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
STATE FARM INVESTMENT MANAGEMENT CORP. grew from 110 to 150 advisory reps. IAPD ↗
$11.29B RAUM · 150 reps · 800-447-0740
CRMRecruiting & transitionsComplianceFinancial planning software
85
&PARTNERS grew from 174 to 272 advisory reps. IAPD ↗
$14.15B RAUM · 272 reps · 615-255-6431 · andpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
AMERIPRISE FINANCIAL SERVICES, LLC grew from 12518 to 12636 advisory reps. IAPD ↗
$564.62B RAUM · 12636 reps · 612-671-3131
CRMRecruiting & transitionsComplianceFinancial planning software
85
LPL FINANCIAL LLC grew from 27045 to 28347 advisory reps. IAPD ↗
$618.92B RAUM · 28347 reps · 704-733-3300
CRMRecruiting & transitionsComplianceFinancial planning software
85
EQUITABLE ADVISORS, LLC grew from 3955 to 4272 advisory reps. IAPD ↗
$34.66B RAUM · 4272 reps · 212-314-4600 · equitable.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
INDEPENDENT FINANCIAL GROUP, LLC grew from 444 to 484 advisory reps. IAPD ↗
$11.32B RAUM · 484 reps · 858-436-3180 · ifgsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
AUSDAL FINANCIAL PARTNERS, INC. grew from 110 to 152 advisory reps. IAPD ↗
$2.13B RAUM · 152 reps · 563-326-2064 · waterseedwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
COMMONWEALTH FINANCIAL NETWORK grew from 3000 to 3150 advisory reps. IAPD ↗
$209.74B RAUM · 3150 reps · 781-736-0700 · slideshare.net
CRMRecruiting & transitionsComplianceFinancial planning software
85
ROBERT W. BAIRD & CO. INCORPORATED grew from 2966 to 3047 advisory reps. IAPD ↗
$342.14B RAUM · 3047 reps · 414-765-3500
CRMRecruiting & transitionsComplianceFinancial planning software
85
UBS FINANCIAL SERVICES INC. grew from 9213 to 9944 advisory reps. IAPD ↗
$808.82B RAUM · 9944 reps · 201-352-3000
CRMRecruiting & transitionsComplianceFinancial planning software
85
LPL ENTERPRISE, LLC grew from 12 to 3130 advisory reps. IAPD ↗
$18.86B RAUM · 3130 reps · 704-733-3300 · lpl.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRIMERICA ADVISORS grew from 3560 to 3732 advisory reps. IAPD ↗
$11.16B RAUM · 3732 reps · 833-786-0550
CRMRecruiting & transitionsComplianceFinancial planning software
85
MML INVESTORS SERVICES, LLC grew from 4764 to 4935 advisory reps. IAPD ↗
$90.02B RAUM · 4935 reps · (413)737-8400
CRMRecruiting & transitionsComplianceFinancial planning software
85
WELLS FARGO ADVISORS grew from 1978 to 2274 advisory reps. IAPD ↗
$197.36B RAUM · 2274 reps · 314-875-3000 · stories.wf.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MONEY CONCEPTS ADVISORY SERVICE grew from 407 to 431 advisory reps. IAPD ↗
$3.33B RAUM · 431 reps · 561-472-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
ASHTON THOMAS SECURITIES, LLC grew from 20 to 48 advisory reps. IAPD ↗
$1.72B RAUM · 48 reps · 602-732-4745 · excelsecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
THRIVENT INVESTMENT MANAGEMENT INC. grew from 2509 to 2774 advisory reps. IAPD ↗
$17.50B RAUM · 2774 reps · 800-847-4836 · thrivent.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HSBC SECURITIES (USA) INC. grew from 340 to 376 advisory reps. IAPD ↗
$3.23B RAUM · 376 reps · 212-525-2879 · us.hsbc.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
OSAIC WEALTH, INC. grew from 4397 to 6276 advisory reps. IAPD ↗
$200.27B RAUM · 6276 reps · 800-821-5100 · icmfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SUNBELT SECURITIES grew from 48 to 68 advisory reps. IAPD ↗
$2.02B RAUM · 68 reps · 713-965-9510 · cwrawl.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIRST CITIZENS INVESTOR SERVICES, INC. grew from 130 to 148 advisory reps. IAPD ↗
$2.10B RAUM · 148 reps · 800-229-0205
CRMRecruiting & transitionsComplianceFinancial planning software
85
HANTZ FINANCIAL SERVICES, INC. grew from 277 to 293 advisory reps. IAPD ↗
$7.82B RAUM · 293 reps · 248-304-2855 · hantzgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PARK AVENUE SECURITIES LLC grew from 1820 to 1963 advisory reps. IAPD ↗
$15.00B RAUM · 1963 reps · 1-888-600-4667 · vestwise.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
STRATEGIC ADVISERS LLC grew from 158 to 16178 advisory reps. IAPD ↗
$1067.66B RAUM · 16178 reps · 617-563-7000 · reddit.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
JANUS HENDERSON INVESTORS grew from 106 to 143 advisory reps. IAPD ↗
$274.67B RAUM · 143 reps · (303) 333-3863
CRMRecruiting & transitionsComplianceFinancial planning software
85
EATON VANCE MANAGEMENT grew from 160 to 189 advisory reps. IAPD ↗
$84.88B RAUM · 189 reps · 617-482-8260
CRMRecruiting & transitionsComplianceFinancial planning software
85
CETERA INVESTMENT ADVISERS LLC grew from 5928 to 6825 advisory reps. IAPD ↗
$163.79B RAUM · 6825 reps · 310-257-7880 · ceteraholdings.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PGIM, INC. grew from 1420 to 1440 advisory reps. IAPD ↗
$1033.22B RAUM · 1440 reps · 973-367-6335 · pgimprivatecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MANNING & NAPIER ADVISORS, LLC grew from 145 to 184 advisory reps. IAPD ↗
$18.41B RAUM · 184 reps · 585-325-6880 · manning-napier.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BARINGS LLC grew from 392 to 419 advisory reps. IAPD ↗
$345.21B RAUM · 419 reps · 704-805-7200
CRMRecruiting & transitionsComplianceFinancial planning software
85
POLEN CAPITAL MANAGEMENT, LLC grew from 27 to 43 advisory reps. IAPD ↗
$37.70B RAUM · 43 reps · 1-561-241-2425
CRMRecruiting & transitionsComplianceFinancial planning software
85
WEALTHSPIRE ADVISORS grew from 160 to 185 advisory reps. IAPD ↗
$25.79B RAUM · 185 reps · (212) 973-1200
CRMRecruiting & transitionsComplianceFinancial planning software
85
VOYA INVESTMENT MANAGEMENT CO. LLC grew from 306 to 326 advisory reps. IAPD ↗
$253.81B RAUM · 326 reps · 212-309-8200
CRMRecruiting & transitionsComplianceFinancial planning software
85
GOLDMAN SACHS WEALTH SERVICES, L.P. grew from 997 to 1055 advisory reps. IAPD ↗
$25.96B RAUM · 1055 reps · 518-886-4000
CRMRecruiting & transitionsComplianceFinancial planning software
85
CITIZENS PRIVATE WEALTH grew from 160 to 200 advisory reps. IAPD ↗
$12.18B RAUM · 200 reps · 914-846-0100 · citizensbank.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
WILMINGTON TRUST INVESTMENT ADVISORS, INC. grew from 95 to 126 advisory reps. IAPD ↗
$17.43B RAUM · 126 reps · (302) 651-8118
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIRST TRUST ADVISORS LP grew from 95 to 125 advisory reps. IAPD ↗
$256.33B RAUM · 125 reps · 630-765-8000
CRMRecruiting & transitionsComplianceFinancial planning software
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. grew from 2112 to 2143 advisory reps. IAPD ↗
$2985.27B RAUM · 2143 reps · (800) 343-1113
CRMRecruiting & transitionsComplianceFinancial planning software
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. grew from 801 to 907 advisory reps. IAPD ↗
$2064.74B RAUM · 907 reps · 212-902-1000 · petershillpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MORNINGSTAR INVESTMENT MANAGEMENT LLC grew from 83 to 113 advisory reps. IAPD ↗
$76.59B RAUM · 113 reps · 312-696-6000
CRMRecruiting & transitionsComplianceFinancial planning software
85
VALMARK ADVISERS, INC. grew from 260 to 275 advisory reps. IAPD ↗
$8.38B RAUM · 275 reps · 800-765-5201
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC grew from 689 to 727 advisory reps. IAPD ↗
$4730.74B RAUM · 727 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
85
ALLIANCEBERNSTEIN L.P. grew from 829 to 871 advisory reps. IAPD ↗
$709.16B RAUM · 871 reps · 615-622-0000
CRMRecruiting & transitionsComplianceFinancial planning software
85
BRIGHTON JONES LLC grew from 149 to 171 advisory reps. IAPD ↗
$14.99B RAUM · 171 reps · 206-258-5000
CRMRecruiting & transitionsComplianceFinancial planning software
85
VOYA INVESTMENT MANAGEMENT LLC grew from 306 to 326 advisory reps. IAPD ↗
$32.47B RAUM · 326 reps · 770-690-4600
CRMRecruiting & transitionsComplianceFinancial planning software
85
T. ROWE PRICE ADVISORY SERVICES, INC. grew from 42 to 61 advisory reps. IAPD ↗
$3.86B RAUM · 61 reps · 800-225-5132 · troweprice.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MAI CAPITAL MANAGEMENT, LLC grew from 137 to 204 advisory reps. IAPD ↗
$29.63B RAUM · 204 reps · (216) 920-4800
CRMRecruiting & transitionsComplianceFinancial planning software
85
MORGAN STANLEY INVESTMENT MANAGEMENT INC. grew from 227 to 263 advisory reps. IAPD ↗
$619.20B RAUM · 263 reps · 212-761-4000 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
NWF ADVISORY SERVICES INC grew from 2 to 71 advisory reps. IAPD ↗
$3.82B RAUM · 71 reps · 310-475-5854 · nwfadvisory.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EAGLE STRATEGIES LLC grew from 1982 to 2093 advisory reps. IAPD ↗
$25.40B RAUM · 2093 reps · (888) 695-3245
CRMRecruiting & transitionsComplianceFinancial planning software
85
EP WEALTH ADVISORS grew from 195 to 214 advisory reps. IAPD ↗
$35.57B RAUM · 214 reps · 310-543-4559
CRMRecruiting & transitionsComplianceFinancial planning software
85
APERIO GROUP, LLC grew from 73 to 90 advisory reps. IAPD ↗
$111.41B RAUM · 90 reps · 415-339-4300 · aperiogroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
U.S. BANCORP ASSET MANAGEMENT, INC. grew from 17 to 63 advisory reps. IAPD ↗
$402.82B RAUM · 63 reps · 717-232-2723 · usbancorpassetmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MARINER INSTITUTIONAL, LLC grew from 89 to 113 advisory reps. IAPD ↗
$2.54B RAUM · 113 reps · 844-442-6326
CRMRecruiting & transitionsComplianceFinancial planning software
85
EMPOWER ADVISORY GROUP, LLC grew from 731 to 802 advisory reps. IAPD ↗
$159.12B RAUM · 802 reps · 866-575-4977 · empower.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MISSION WEALTH MANAGEMENT, LP grew from 72 to 97 advisory reps. IAPD ↗
$10.02B RAUM · 97 reps · 805-882-2360
CRMRecruiting & transitionsComplianceFinancial planning software
85
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC grew from 615 to 730 advisory reps. IAPD ↗
$94.63B RAUM · 730 reps · 763-417-1700
CRMRecruiting & transitionsComplianceFinancial planning software
85
SILVERCREST ASSET MANAGEMENT GROUP LLC grew from 58 to 83 advisory reps. IAPD ↗
$36.45B RAUM · 83 reps · 212-649-0600 · silvercrestgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BEACON POINTE ADVISORS, LLC grew from 296 to 355 advisory reps. IAPD ↗
$39.84B RAUM · 355 reps · 949-718-1600
CRMRecruiting & transitionsComplianceFinancial planning software
85
NFP RETIREMENT INC. grew from 131 to 149 advisory reps. IAPD ↗
$118.03B RAUM · 149 reps · 949.460.9898
CRMRecruiting & transitionsComplianceFinancial planning software
85
SCS CAPITAL MANAGEMENT LLC grew from 78 to 98 advisory reps. IAPD ↗
$43.13B RAUM · 98 reps · 617-204-6400
CRMRecruiting & transitionsComplianceFinancial planning software
85
GREAT VALLEY ADVISOR GROUP, INC. grew from 154 to 191 advisory reps. IAPD ↗
$9.73B RAUM · 191 reps · 302-483-7200 · cappyscpa.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
INDEPENDENT FINANCIAL PARTNERS grew from 244 to 261 advisory reps. IAPD ↗
$12.54B RAUM · 261 reps · 813-341-0960
CRMRecruiting & transitionsComplianceFinancial planning software
85
PNC INVESTMENTS grew from 778 to 818 advisory reps. IAPD ↗
$26.53B RAUM · 818 reps · 800-762-6111 · pnc.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CLIFFWATER LLC grew from 76 to 102 advisory reps. IAPD ↗
$35.09B RAUM · 102 reps · 310-448-5000 · cliffwater.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SIMON QUICK ADVISORS, LLC grew from 31 to 55 advisory reps. IAPD ↗
$6.72B RAUM · 55 reps · 973-525-1000
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIAM LLC grew from 118 to 137 advisory reps. IAPD ↗
$270.66B RAUM · 137 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
85
MERCER INVESTMENTS LLC grew from 611 to 710 advisory reps. IAPD ↗
$202.62B RAUM · 710 reps · 617-747-9500
CRMRecruiting & transitionsComplianceFinancial planning software
85
GENERAL ATLANTIC SERVICE COMPANY, L.P. grew from 209 to 406 advisory reps. IAPD ↗
$105.75B RAUM · 406 reps · (212) 715-4000 · generalatlantic.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. grew from 3274 to 3327 advisory reps. IAPD ↗
$102.41B RAUM · 3327 reps · 641-472-5100
CRMRecruiting & transitionsComplianceFinancial planning software
85
MARINER WEALTH grew from 709 to 803 advisory reps. IAPD ↗
$98.60B RAUM · 803 reps · 913-904-5700 · joinmwa.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SCHRODERS CAPITAL MANAGEMENT (US) INC. grew from 67 to 90 advisory reps. IAPD ↗
$29.06B RAUM · 90 reps · 1-212-488-5330 · schroderscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HIGHTOWER ADVISORS, LLC grew from 792 to 889 advisory reps. IAPD ↗
$164.79B RAUM · 889 reps · 312-962-3800 · alinewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ALTERNA WEALTH MANAGEMENT, INC. grew from 14 to 40 advisory reps. IAPD ↗
$1.23B RAUM · 40 reps · 713-885-9843 · alternawealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MERIDIAN WEALTH MANAGEMENT, LLC grew from 29 to 53 advisory reps. IAPD ↗
$3.89B RAUM · 53 reps · 859-543-4516
CRMRecruiting & transitionsComplianceFinancial planning software
85
CERITY PARTNERS LLC grew from 704 to 862 advisory reps. IAPD ↗
$122.85B RAUM · 862 reps · 212-850-4260
CRMRecruiting & transitionsComplianceFinancial planning software
85
PATHSTONE grew from 287 to 342 advisory reps. IAPD ↗
$100.44B RAUM · 342 reps · 201-944-7284
CRMRecruiting & transitionsComplianceFinancial planning software
85
BTG PACTUAL ASSET MANAGEMENT US , LLC grew from 68 to 94 advisory reps. IAPD ↗
$25.63B RAUM · 94 reps · 212-293-4600
CRMRecruiting & transitionsComplianceFinancial planning software
85
KESTRA PRIVATE WEALTH SERVICES, LLC grew from 158 to 198 advisory reps. IAPD ↗
$10.21B RAUM · 198 reps · 844-553-7872
CRMRecruiting & transitionsComplianceFinancial planning software
85
CWM, LLC grew from 354 to 456 advisory reps. IAPD ↗
$33.78B RAUM · 456 reps · 402-330-0808
CRMRecruiting & transitionsComplianceFinancial planning software
85
ALPHASTAR CAPITAL MANAGEMENT grew from 94 to 109 advisory reps. IAPD ↗
$1.84B RAUM · 109 reps · 855-340-2514 · alphastarcm.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
RFG ADVISORY, LLC grew from 102 to 135 advisory reps. IAPD ↗
$4.94B RAUM · 135 reps · 205-397-2450
CRMRecruiting & transitionsComplianceFinancial planning software
85
EFG ASSET MANAGEMENT (AMERICAS) CORP. grew from 4 to 21 advisory reps. IAPD ↗
$1.92B RAUM · 21 reps · 305-482-8000 · efginternational.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FOCUS PARTNERS WEALTH, LLC grew from 765 to 945 advisory reps. IAPD ↗
$95.89B RAUM · 945 reps · 617-723-8200
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAPITAL ANALYSTS grew from 704 to 725 advisory reps. IAPD ↗
$8.71B RAUM · 725 reps · 800-242-1421 · lincolninvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BRAMSHILL INVESTMENTS, LLC grew from 15 to 31 advisory reps. IAPD ↗
$6.92B RAUM · 31 reps · (239) 920-7310
CRMRecruiting & transitionsComplianceFinancial planning software
85
OSAIC ADVISORY SERVICES, LLC grew from 141 to 389 advisory reps. IAPD ↗
$12.47B RAUM · 389 reps · 866-580-8219 · indiconinc.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
NEWEDGE ADVISORS grew from 396 to 465 advisory reps. IAPD ↗
$27.38B RAUM · 465 reps · 504-459-4391 · risecapitaladvisor.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
COMPOUND PLANNING, INC. grew from 13 to 48 advisory reps. IAPD ↗
$3.03B RAUM · 48 reps · 888-533-9364 · opturaadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SPIDERROCK ADVISORS, LLC grew from 10 to 36 advisory reps. IAPD ↗
$5.98B RAUM · 36 reps · (312) 847-0300 · spiderrockadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIDUCIARY FINANCIAL ADVISORS grew from 22 to 38 advisory reps. IAPD ↗
$1.17B RAUM · 38 reps · 616-622-3062
CRMRecruiting & transitionsComplianceFinancial planning software
85
FOUNDATIONS INVESTMENT ADVISORS LLC grew from 187 to 229 advisory reps. IAPD ↗
$7.18B RAUM · 229 reps · 480-626-2979
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAPTRUST grew from 718 to 816 advisory reps. IAPD ↗
$1083.05B RAUM · 816 reps · 919-870-6822
CRMRecruiting & transitionsComplianceFinancial planning software
85
LIDO grew from 147 to 200 advisory reps. IAPD ↗
$29.08B RAUM · 200 reps · 310-278-8232
CRMRecruiting & transitionsComplianceFinancial planning software
85
INSIGNEO ADVISORY SERVICES, LLC grew from 168 to 188 advisory reps. IAPD ↗
$3.61B RAUM · 188 reps · 305.373.9000 · insigneo.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
STEWARD PARTNERS INVESTMENT ADVISORY, LLC grew from 327 to 397 advisory reps. IAPD ↗
$24.75B RAUM · 397 reps · 866-694-7769
CRMRecruiting & transitionsComplianceFinancial planning software
85
ONESEVEN grew from 48 to 95 advisory reps. IAPD ↗
$4.85B RAUM · 95 reps · 216-865-1700
CRMRecruiting & transitionsComplianceFinancial planning software
85
KESTRA ADVISORY SERVICES, LLC grew from 1266 to 1299 advisory reps. IAPD ↗
$60.17B RAUM · 1299 reps · 8445537872
CRMRecruiting & transitionsComplianceFinancial planning software
85
TRUIST ADVISORY SERVICES, INC. grew from 2105 to 2455 advisory reps. IAPD ↗
$67.74B RAUM · 2455 reps · 404-813-7713 · truist.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EQUITY INVESTMENT CORP grew from 6 to 26 advisory reps. IAPD ↗
$3.05B RAUM · 26 reps · 404-239-0111
CRMRecruiting & transitionsComplianceFinancial planning software
85
ONEASCENT FINANCIAL SERVICES LLC grew from 39 to 57 advisory reps. IAPD ↗
$2.61B RAUM · 57 reps · 205-313-9142
CRMRecruiting & transitionsComplianceFinancial planning software
85
INTEGRATED WEALTH CONCEPTS LLC grew from 423 to 452 advisory reps. IAPD ↗
$15.18B RAUM · 452 reps · (781) 890-3045
CRMRecruiting & transitionsComplianceFinancial planning software
85
CALVERT RESEARCH AND MANAGEMENT grew from 204 to 229 advisory reps. IAPD ↗
$39.55B RAUM · 229 reps · 800-368-2745
CRMRecruiting & transitionsComplianceFinancial planning software
85
CRESSET ASSET MANAGEMENT, LLC grew from 133 to 191 advisory reps. IAPD ↗
$62.02B RAUM · 191 reps · 312-429-2400
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRIME CAPITAL FINANCIAL grew from 198 to 240 advisory reps. IAPD ↗
$30.11B RAUM · 240 reps · (800) 493-6226 · pciapeterson.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ROOT FINANCIAL PARTNERS grew from 9 to 35 advisory reps. IAPD ↗
$1.11B RAUM · 35 reps · (760) 452-0720
CRMRecruiting & transitionsComplianceFinancial planning software
85
ROCKEFELLER CAPITAL MANAGEMENT grew from 573 to 748 advisory reps. IAPD ↗
$70.03B RAUM · 748 reps · 212-549-5100
CRMRecruiting & transitionsComplianceFinancial planning software
85
APOLLON WEALTH MANAGEMENT, LLC grew from 93 to 115 advisory reps. IAPD ↗
$7.72B RAUM · 115 reps · 843-579-0018 · tampawealthadvisor.net
CRMRecruiting & transitionsComplianceFinancial planning software
85
SUMMIT FINANCIAL, LLC grew from 119 to 139 advisory reps. IAPD ↗
$14.96B RAUM · 139 reps · 973-285-3600
CRMRecruiting & transitionsComplianceFinancial planning software
85
SIMPLICITY WEALTH grew from 159 to 242 advisory reps. IAPD ↗
$3.60B RAUM · 242 reps · 844-220-8326
CRMRecruiting & transitionsComplianceFinancial planning software
85
IEQ CAPITAL, LLC grew from 100 to 140 advisory reps. IAPD ↗
$35.38B RAUM · 140 reps · 650-581-9807 · ieqcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FARTHER grew from 76 to 250 advisory reps. IAPD ↗
$5.88B RAUM · 250 reps · 628-246-8004
CRMRecruiting & transitionsComplianceFinancial planning software
85
MARINER INDEPENDENT grew from 83 to 99 advisory reps. IAPD ↗
$5.62B RAUM · 99 reps · 650-571-1934
CRMRecruiting & transitionsComplianceFinancial planning software
85
THE AMERIFLEX GROUP grew from 149 to 166 advisory reps. IAPD ↗
$9.36B RAUM · 166 reps · (702) 987-9730 · theameriflexgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HUB INVESTMENT PARTNERS, LLC grew from 50 to 80 advisory reps. IAPD ↗
$8.98B RAUM · 80 reps · 512-600-5390
CRMRecruiting & transitionsComplianceFinancial planning software
85
APOGEM CAPITAL LLC grew from 116 to 137 advisory reps. IAPD ↗
$40.65B RAUM · 137 reps · (212) 601-3600 · goldpointpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ASSUREDPARTNERS INVESTMENT ADVISORS grew from 16 to 46 advisory reps. IAPD ↗
$3.25B RAUM · 46 reps · 407-708-0050
CRMRecruiting & transitionsComplianceFinancial planning software
85
FORTIS CAPITAL ADVISORS, LLC grew from 37 to 54 advisory reps. IAPD ↗
$1.21B RAUM · 54 reps · (913) 222-8862 · fortiscapitaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CW ADVISORS, LLC grew from 38 to 62 advisory reps. IAPD ↗
$9.30B RAUM · 62 reps · (617) 428-7600 · cwadvisorsgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIFTH THIRD WEALTH ADVISORS LLC grew from 37 to 52 advisory reps. IAPD ↗
$6.08B RAUM · 52 reps · (513) 534-7452
CRMRecruiting & transitionsComplianceFinancial planning software
85
IMPACT PARTNERSHIP WEALTH, LLC grew from 50 to 72 advisory reps. IAPD ↗
$1.68B RAUM · 72 reps · 800-380-5040
CRMRecruiting & transitionsComplianceFinancial planning software
85
CORIENT grew from 476 to 620 advisory reps. IAPD ↗
$143.63B RAUM · 620 reps · (305) 735-2020
CRMRecruiting & transitionsComplianceFinancial planning software
85
GATEWAY WEALTH PARTNERS, LLC grew from 51 to 66 advisory reps. IAPD ↗
$1.25B RAUM · 66 reps · (920) 731-9293 · integratedwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
UNITED ADVISOR GROUP grew from 28 to 43 advisory reps. IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MODERN WEALTH MANAGEMENT, LLC grew from 36 to 54 advisory reps. IAPD ↗
$6.15B RAUM · 54 reps · 913-393-1000 · erstpa.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
DIVERSIFY WEALTH MANAGEMENT, LLC grew from 24 to 48 advisory reps. IAPD ↗
$2.53B RAUM · 48 reps · 801-838-9999 · caliberwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
GW&K INVESTMENT MANAGEMENT, LLC grew from 54 to 68 advisory reps. IAPD ↗
$52.93B RAUM · 68 reps · 617-236-8900 · gwkinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED grew from 422 to 436 advisory reps. IAPD ↗
$15.66B RAUM · 436 reps · 314-726-1600
CRMRecruiting & transitionsComplianceFinancial planning software
84
MERCER GLOBAL ADVISORS INC. grew from 727 to 741 advisory reps. IAPD ↗
$60.26B RAUM · 741 reps · (888) 885-8101
CRMRecruiting & transitionsComplianceFinancial planning software
84
STRATEGIC WEALTH INVESTMENT GROUP, LLC grew from 27 to 41 advisory reps. IAPD ↗
$1.11B RAUM · 41 reps · 502-412-3354 · atasteofretirement.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
BRYN MAWR CAPITAL MANAGEMENT, LLC grew from 32 to 46 advisory reps. IAPD ↗
$3.01B RAUM · 46 reps · 215.731.1820 · bmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
ARKADIOS WEALTH ADVISORS grew from 137 to 151 advisory reps. IAPD ↗
$3.86B RAUM · 151 reps · 404-445-0035
CRMRecruiting & transitionsComplianceFinancial planning software
84
TITLEIST ASSET MANAGEMENT, LLC grew from 18 to 32 advisory reps. IAPD ↗
$2.07B RAUM · 32 reps · 210-826-2424 · tamgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
PACKERLAND BROKERAGE SERVICES, INC. grew from 144 to 161 advisory reps. IAPD ↗
$909.5M RAUM · 161 reps · 920-662-9500
CRMRecruiting & transitionsComplianceFinancial planning software
83
F L PUTNAM INVESTMENT MANAGEMENT CO. grew from 60 to 73 advisory reps. IAPD ↗
$7.70B RAUM · 73 reps · 800-344-3435 · flputnam.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
PATHWAY CAPITAL MANAGEMENT, LP grew from 70 to 83 advisory reps. IAPD ↗
$92.95B RAUM · 83 reps · 949-622-1000 · pathwaycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
MWA FINANCIAL SERVICES, INC. grew from 115 to 134 advisory reps. IAPD ↗
$376.9M RAUM · 134 reps · 309-558-3100
CRMRecruiting & transitionsComplianceFinancial planning software
83
CHICAGO PARTNERS INVESTMENT GROUP LLC grew from 33 to 46 advisory reps. IAPD ↗
$5.96B RAUM · 46 reps · 312 284 6363
CRMRecruiting & transitionsComplianceFinancial planning software
83
NB ALTERNATIVES ADVISERS LLC grew from 187 to 200 advisory reps. IAPD ↗
$135.01B RAUM · 200 reps · 214-647-9500
CRMRecruiting & transitionsComplianceFinancial planning software
83
COASTAL BRIDGE ADVISORS grew from 9 to 22 advisory reps. IAPD ↗
$4.60B RAUM · 22 reps · 203-683-1530
CRMRecruiting & transitionsComplianceFinancial planning software
83
MODERA WEALTH MANAGEMENT, LLC grew from 100 to 113 advisory reps. IAPD ↗
$15.51B RAUM · 113 reps · (201) 768-4600
CRMRecruiting & transitionsComplianceFinancial planning software
83
LEGACY WEALTH MANAGEMENT, LLC grew from 16 to 35 advisory reps. IAPD ↗
$476.5M RAUM · 35 reps · 208-955-0500
CRMRecruiting & transitionsComplianceFinancial planning software
83
GIBBS WEALTH MANAGEMENT, LLC grew from 10 to 49 advisory reps. IAPD ↗
$639.2M RAUM · 49 reps · 678-694-8770
CRMRecruiting & transitionsComplianceFinancial planning software
83
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC grew from 10 to 33 advisory reps. IAPD ↗
$780.0M RAUM · 33 reps · 913-295-9500
CRMRecruiting & transitionsComplianceFinancial planning software
83
FLORIDA FINANCIAL ADVISORS, LLC grew from 294 to 457 advisory reps. IAPD ↗
$317.8M RAUM · 457 reps · (813) 333-1683
CRMRecruiting & transitionsComplianceFinancial planning software
83
INTEGRITY ADVISORY SOLUTIONS grew from 39 to 90 advisory reps. IAPD ↗
$512.3M RAUM · 90 reps · (214) 919-2165 · integritywealthsolutions.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
PRINCIPAL ADVISED SERVICES grew from 58 to 215 advisory reps. IAPD ↗
$887.3M RAUM · 215 reps · 866-412-0770
CRMRecruiting & transitionsComplianceFinancial planning software
83
ACCURATE WEALTH MANAGEMENT, LLC grew from 28 to 41 advisory reps. IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
IP FINANCIAL ADVISORY SERVICES LLC grew from 92 to 112 advisory reps. IAPD ↗
$456.1M RAUM · 112 reps · 980-326-3335 · ipfinancialservicesllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
49 FINANCIAL grew from 74 to 128 advisory reps. IAPD ↗
$871.4M RAUM · 128 reps · 214-563-1190
CRMRecruiting & transitionsComplianceFinancial planning software
83
ENCOMPASS MORE ASSET MANAGEMENT LLC grew from 43 to 76 advisory reps. IAPD ↗
$581.9M RAUM · 76 reps · 925-272-8850 · encompassmore.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
FOGUTH WEALTH MANAGEMENT, LLC. grew from 10 to 29 advisory reps. IAPD ↗
$439.6M RAUM · 29 reps · (810) 522-5650
CRMRecruiting & transitionsComplianceFinancial planning software
82
PLANTE MORAN FINANCIAL ADVISORS grew from 132 to 144 advisory reps. IAPD ↗
$21.79B RAUM · 144 reps · 248-352-2500 · wealth.plantemoran.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
CARLSON CAPITAL MANAGEMENT, LLC grew from 21 to 33 advisory reps. IAPD ↗
$3.81B RAUM · 33 reps · 507-645-8887
CRMRecruiting & transitionsComplianceFinancial planning software
82
ROBERTSON STEPHENS grew from 51 to 63 advisory reps. IAPD ↗
$7.14B RAUM · 63 reps · 415-500-6810
CRMRecruiting & transitionsComplianceFinancial planning software
82
ALDEN INVESTMENT GROUP grew from 26 to 40 advisory reps. IAPD ↗
$319.2M RAUM · 40 reps · 215-572-8700
CRMRecruiting & transitionsComplianceFinancial planning software
81
LINCOLN INVESTMENT grew from 883 to 894 advisory reps. IAPD ↗
$18.90B RAUM · 894 reps · 215-887-8111
CRMRecruiting & transitionsComplianceFinancial planning software
81
WAVERLY ADVISORS, LLC grew from 141 to 152 advisory reps. IAPD ↗
$16.13B RAUM · 152 reps · 205-871-3334
CRMRecruiting & transitionsComplianceFinancial planning software
81
SOUTHERNSUN ASSET MANAGEMENT LLC grew from 4 to 17 advisory reps. IAPD ↗
$834.9M RAUM · 17 reps · 901-341-2700
CRMRecruiting & transitionsComplianceFinancial planning software
81
HUDSON ADVISORS grew from 116 to 127 advisory reps. IAPD ↗
$38.12B RAUM · 127 reps · 214-754-8400 · hudson-advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
DRIVE WEALTH ADVISERS grew from 15 to 26 advisory reps. IAPD ↗
$2.18B RAUM · 26 reps · 801-901-6150 · drivewealthadvisers.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC grew from 14 to 25 advisory reps. IAPD ↗
$12.91B RAUM · 25 reps · 414.765.1980 · nisi.net
CRMRecruiting & transitionsComplianceFinancial planning software
81
TACTIVE ADVISORS, LLC grew from 0 to 13 advisory reps. IAPD ↗
$456.9M RAUM · 13 reps · 855-282-2848 · pcliftonfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
ESI FINANCIAL ADVISORS grew from 420 to 430 advisory reps. IAPD ↗
$2.45B RAUM · 430 reps · 800-344-7437 · equity-services.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
DAVENPORT & COMPANY LLC grew from 206 to 216 advisory reps. IAPD ↗
$22.47B RAUM · 216 reps · 804-780-2000
CRMRecruiting & transitionsComplianceFinancial planning software
80
CHARLES SCHWAB & CO., INC. grew from 3564 to 3692 advisory reps. IAPD ↗
$0 RAUM · 3692 reps · 415-667-7000 · schwab.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
INTELLICENTS INVESTMENT SOLUTIONS INC grew from 36 to 46 advisory reps. IAPD ↗
$7.36B RAUM · 46 reps · 507-377-2919
CRMRecruiting & transitionsComplianceFinancial planning software
80
TLG ADVISORS, INC. grew from 137 to 147 advisory reps. IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
CRMRecruiting & transitionsComplianceFinancial planning software
80
GRADIENT ADVISORS, LLC grew from 152 to 169 advisory reps. IAPD ↗
$218.6M RAUM · 169 reps · 877-885-0508 · thefinancialhq.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
IPG INVESTMENT ADVISORS, LLC grew from 29 to 39 advisory reps. IAPD ↗
$3.82B RAUM · 39 reps · 619-326-1200
CRMRecruiting & transitionsComplianceFinancial planning software
80
STRATOS WEALTH PARTNERS, LTD grew from 315 to 325 advisory reps. IAPD ↗
$14.47B RAUM · 325 reps · 440-519-2500 · elcaminowm.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
SCHWAB WEALTH ADVISORY, INC. grew from 898 to 987 advisory reps. IAPD ↗
$0 RAUM · 987 reps · 415-667-7000
CRMRecruiting & transitionsComplianceFinancial planning software
80
FROST INVESTMENT SERVICES grew from 94 to 104 advisory reps. IAPD ↗
$2.98B RAUM · 104 reps · 210.220.5000
CRMRecruiting & transitionsComplianceFinancial planning software
80
PERENNIAL FINANCIAL SERVICES grew from 32 to 42 advisory reps. IAPD ↗
$1.90B RAUM · 42 reps · 310-445-2504
CRMRecruiting & transitionsComplianceFinancial planning software
80
TRANSCEND CAPITAL ADVISORS, LLC grew from 21 to 31 advisory reps. IAPD ↗
$3.10B RAUM · 31 reps · (973) 370-3203
CRMRecruiting & transitionsComplianceFinancial planning software
80
PARK AVENUE INVESTMENT ADVISORY, LLC grew from 70 to 87 advisory reps. IAPD ↗
$98.3M RAUM · 87 reps · 800-879-6934 · parkavenuesecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
THEPARTNERS WEALTH MANAGEMENT grew from 7 to 19 advisory reps. IAPD ↗
$454.5M RAUM · 19 reps · 800-324-3010 · twsfinancialplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
MDRN CAPITAL grew from 7 to 23 advisory reps. IAPD ↗
$160.9M RAUM · 23 reps · 410-533-9966
CRMRecruiting & transitionsComplianceFinancial planning software
80
SOVRAN ADVISORS, LLC grew from 43 to 53 advisory reps. IAPD ↗
$1.31B RAUM · 53 reps · 619-281-9890 · sovranadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
METROPOLITAN WEST ASSET MANAGEMENT LLC grew from 68 to 77 advisory reps. IAPD ↗
$82.51B RAUM · 77 reps · 213-244-1050 · tcw.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
FCI ADVISORS grew from 32 to 41 advisory reps. IAPD ↗
$17.03B RAUM · 41 reps · 913-663-0660 · fciadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
VANGUARD ADVISERS, INC. grew from 1558 to 1567 advisory reps. IAPD ↗
$300.43B RAUM · 1567 reps · 610-669-1000
CRMRecruiting & transitionsComplianceFinancial planning software
79
AQR CAPITAL MANAGEMENT, LLC grew from 229 to 238 advisory reps. IAPD ↗
$160.52B RAUM · 238 reps · 203-742-3600
CRMRecruiting & transitionsComplianceFinancial planning software
79
CAUSEWAY CAPITAL MANAGEMENT LLC grew from 30 to 39 advisory reps. IAPD ↗
$42.66B RAUM · 39 reps · 310-231-6100
CRMRecruiting & transitionsComplianceFinancial planning software
79
THE RETIREMENT PLANNING GROUP, LLC grew from 19 to 28 advisory reps. IAPD ↗
$2.65B RAUM · 28 reps · 913-498-8898
CRMRecruiting & transitionsComplianceFinancial planning software
79
KEY INVESTMENT SERVICES LLC grew from 350 to 359 advisory reps. IAPD ↗
$6.11B RAUM · 359 reps · (888) 547-2968 · key.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
BREVET CAPITAL MANAGEMENT, LLC grew from 15 to 24 advisory reps. IAPD ↗
$2.31B RAUM · 24 reps · 212-313-5100
CRMRecruiting & transitionsComplianceFinancial planning software
79
WEALTHCARE ADVISORY PARTNERS LLC grew from 145 to 154 advisory reps. IAPD ↗
$6.02B RAUM · 154 reps · 804.644.4711
CRMRecruiting & transitionsComplianceFinancial planning software
79
ELEVATED CAPITAL ADVISORS, LLC grew from 9 to 20 advisory reps. IAPD ↗
$433.0M RAUM · 20 reps · 385-237-3338 · elevateyourplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
CREATIVEONE WEALTH, LLC grew from 188 to 197 advisory reps. IAPD ↗
$4.83B RAUM · 197 reps · 913-402-7897 · creativeonewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
STRATOS WEALTH ADVISORS LLC grew from 67 to 76 advisory reps. IAPD ↗
$4.91B RAUM · 76 reps · (440) 519-2500 · veritasboston.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
CRESTWOOD ADVISORS grew from 46 to 55 advisory reps. IAPD ↗
$7.02B RAUM · 55 reps · 617-523-8880
CRMRecruiting & transitionsComplianceFinancial planning software
79
AWM CAPITAL, LLC grew from 15 to 24 advisory reps. IAPD ↗
$1.15B RAUM · 24 reps · (323) 940-1339
CRMRecruiting & transitionsComplianceFinancial planning software
79
TRIVIUM POINT ADVISORY, LLC grew from 14 to 23 advisory reps. IAPD ↗
$1.49B RAUM · 23 reps · (203) 221-3085
CRMRecruiting & transitionsComplianceFinancial planning software
79
EASTERLY INVESTMENT PARTNERS LLC grew from 14 to 23 advisory reps. IAPD ↗
$3.05B RAUM · 23 reps · 617-231-4300
CRMRecruiting & transitionsComplianceFinancial planning software
79
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC grew from 84 to 93 advisory reps. IAPD ↗
$6.47B RAUM · 93 reps · 617-563-7000 · clearingcustody.fidelity.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
GUARDIAN WEALTH ADVISORS, LLC grew from 23 to 32 advisory reps. IAPD ↗
$2.05B RAUM · 32 reps · 919-874-1900 · silowealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
TRANSCE3ND LLC grew from 28 to 39 advisory reps. IAPD ↗
$362.0M RAUM · 39 reps · 512-268-9220 · e3wealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
TCW ASSET MANAGEMENT COMPANY LLC grew from 145 to 153 advisory reps. IAPD ↗
$70.37B RAUM · 153 reps · 213-244-0000 · tcw.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
MELLON INVESTMENTS CORPORATION grew from 59 to 67 advisory reps. IAPD ↗
$763.69B RAUM · 67 reps · 617-248-3682
CRMRecruiting & transitionsComplianceFinancial planning software
78
NISA INVESTMENT ADVISORS, LLC grew from 194 to 202 advisory reps. IAPD ↗
$315.29B RAUM · 202 reps · 314-721-1900 · nisa.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
WESTWOOD MANAGEMENT CORP grew from 68 to 76 advisory reps. IAPD ↗
$12.80B RAUM · 76 reps · 214-756-6900 · westwoodgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
CAIN, WATTERS & ASSOCIATES, LLC grew from 63 to 71 advisory reps. IAPD ↗
$4.24B RAUM · 71 reps · 972-233-3323
CRMRecruiting & transitionsComplianceFinancial planning software
78
WATERLOO CAPITAL grew from 29 to 37 advisory reps. IAPD ↗
$1.69B RAUM · 37 reps · 512-777-5900
CRMRecruiting & transitionsComplianceFinancial planning software
78
PARALLEL ADVISORS, LLC grew from 56 to 64 advisory reps. IAPD ↗
$8.74B RAUM · 64 reps · 866-627-6984
CRMRecruiting & transitionsComplianceFinancial planning software
78
NEPSIS, INC. grew from 15 to 25 advisory reps. IAPD ↗
$497.8M RAUM · 25 reps · 952-746-2003
CRMRecruiting & transitionsComplianceFinancial planning software
78
PURE FINANCIAL ADVISORS, LLC grew from 56 to 64 advisory reps. IAPD ↗
$8.02B RAUM · 64 reps · 866-876-7873 · purefinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
CREATIVEONE SECURITIES, LLC grew from 123 to 131 advisory reps. IAPD ↗
$2.13B RAUM · 131 reps · 913-814-6097 · creativeonesecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
VIVALDI CAPITAL MANAGEMENT LP grew from 22 to 30 advisory reps. IAPD ↗
$4.65B RAUM · 30 reps · 312.248.8300
CRMRecruiting & transitionsComplianceFinancial planning software
78
AXXCESS WEALTH MANAGEMENT, LLC grew from 44 to 52 advisory reps. IAPD ↗
$6.33B RAUM · 52 reps · (858) 217-5347 · axxcesswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
KEENAN FINANCIAL grew from 11 to 24 advisory reps. IAPD ↗
$148.0M RAUM · 24 reps · (978) 270-1193
CRMRecruiting & transitionsComplianceFinancial planning software
78
XYPN INVEST grew from 15 to 25 advisory reps. IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · charlesmichaelfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
NEW EDGE WEALTH grew from 62 to 70 advisory reps. IAPD ↗
$12.06B RAUM · 70 reps · 2034242262
CRMRecruiting & transitionsComplianceFinancial planning software
78
ADVISOR SHARE WEALTH MANAGEMENT, LLC grew from 22 to 35 advisory reps. IAPD ↗
$185.2M RAUM · 35 reps · 866-232-3251 · advisorsharewm.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
JOURNEY STRATEGIC WEALTH LLC grew from 12 to 20 advisory reps. IAPD ↗
$3.76B RAUM · 20 reps · (201) 905-0070 · journeysw.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
ALTITUDE CAPITAL MANAGEMENT LLC grew from 3 to 16 advisory reps. IAPD ↗
$49.4M RAUM · 16 reps · 515-207-3310 · altitudecm.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
LOOMIS, SAYLES & COMPANY, L.P. grew from 722 to 729 advisory reps. IAPD ↗
$350.89B RAUM · 729 reps · 617-482-2450
CRMRecruiting & transitionsComplianceFinancial planning software
77
OPPENHEIMER ASSET MANAGEMENT grew from 127 to 134 advisory reps. IAPD ↗
$19.97B RAUM · 134 reps · 212-668-8000 · oppenheimer.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
RUSSELL INVESTMENTS grew from 115 to 122 advisory reps. IAPD ↗
$62.38B RAUM · 122 reps · 206-505-7877
CRMRecruiting & transitionsComplianceFinancial planning software
77
NEW ENGLAND ASSET MANAGEMENT, INC. grew from 49 to 56 advisory reps. IAPD ↗
$103.19B RAUM · 56 reps · 860-676-8722
CRMRecruiting & transitionsComplianceFinancial planning software
77
PAYDEN & RYGEL grew from 109 to 116 advisory reps. IAPD ↗
$150.95B RAUM · 116 reps · 213-625-1900 · payden.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
PARAMETRIC PORTFOLIO ASSOCIATES grew from 191 to 198 advisory reps. IAPD ↗
$574.02B RAUM · 198 reps · 206-694-5500 · platform.parametricportfolio.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
TRUE NORTH ADVISORS, LLC grew from 21 to 28 advisory reps. IAPD ↗
$4.48B RAUM · 28 reps · 214-360-7300 · truenorthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
MORGAN STANLEY AIP GP LP grew from 150 to 157 advisory reps. IAPD ↗
$38.67B RAUM · 157 reps · 610-260-7600 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
SEVEN SPRINGS WEALTH GROUP grew from 8 to 15 advisory reps. IAPD ↗
$1.21B RAUM · 15 reps · 615-370-1253
CRMRecruiting & transitionsComplianceFinancial planning software
77
CARY STREET PARTNERS grew from 71 to 78 advisory reps. IAPD ↗
$8.26B RAUM · 78 reps · (804) 340-8100
CRMRecruiting & transitionsComplianceFinancial planning software
77
IC ADVISORY SERVICES, INC. grew from 191 to 198 advisory reps. IAPD ↗
$2.06B RAUM · 198 reps · 908-707-4422
CRMRecruiting & transitionsComplianceFinancial planning software
77
JAFFE TILCHIN INVESTMENT PARTNERS, LLC grew from 27 to 34 advisory reps. IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC grew from 16 to 23 advisory reps. IAPD ↗
$1.23B RAUM · 23 reps · 716-568-8566 · iswealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
WEALTHSPIRE ADVISORS grew from 14 to 21 advisory reps. IAPD ↗
$3.68B RAUM · 21 reps · 631-227-3900
CRMRecruiting & transitionsComplianceFinancial planning software
77
AVIOR WEALTH MANAGEMENT, LLC grew from 113 to 120 advisory reps. IAPD ↗
$5.08B RAUM · 120 reps · 402-218-4064
CRMRecruiting & transitionsComplianceFinancial planning software
77
KRILOGY grew from 49 to 56 advisory reps. IAPD ↗
$3.54B RAUM · 56 reps · 314-884-2800 · krilogy.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
DRAKE & ASSOCIATES, LLC grew from 6 to 15 advisory reps. IAPD ↗
$418.8M RAUM · 15 reps · 414-409-7226
CRMRecruiting & transitionsComplianceFinancial planning software
77
MONTIS FINANCIAL, LLC grew from 10 to 17 advisory reps. IAPD ↗
$1.01B RAUM · 17 reps · 781-541-5057 · montisfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
TIDAL INVESTMENTS LLC grew from 12 to 19 advisory reps. IAPD ↗
$27.26B RAUM · 19 reps · 855-843-2534 · tidalfinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
RITHOLTZ WEALTH MANAGEMENT grew from 38 to 45 advisory reps. IAPD ↗
$5.67B RAUM · 45 reps · (212) 625-1200
CRMRecruiting & transitionsComplianceFinancial planning software
77
PRIVATE ADVISORY grew from 6 to 13 advisory reps. IAPD ↗
$1.32B RAUM · 13 reps · 425-498-2320 · privateadvisory.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
IHT WEALTH MANAGEMENT LLC grew from 146 to 153 advisory reps. IAPD ↗
$6.38B RAUM · 153 reps · 855-295-2828
CRMRecruiting & transitionsComplianceFinancial planning software
77
STANSBERRY ASSET MANAGEMENT, LLC grew from 6 to 13 advisory reps. IAPD ↗
$1.05B RAUM · 13 reps · 646-854-4370 · stansberryam.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
PENNINGTON PARTNERS & CO., LLC grew from 8 to 15 advisory reps. IAPD ↗
$3.95B RAUM · 15 reps · 202-370-6435 · pennington.addepar.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
CW INVESTMENT ADVISERS, LLC grew from 16 to 25 advisory reps. IAPD ↗
$884.0M RAUM · 25 reps · 626-788-2305
CRMRecruiting & transitionsComplianceFinancial planning software
77
HOXTON WEALTH USA LLC grew from 28 to 37 advisory reps. IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
CRMRecruiting & transitionsComplianceFinancial planning software
77
SCS grew from 20 to 27 advisory reps. IAPD ↗
$1.64B RAUM · 27 reps · 425-452-1222 · northwestscs.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
BROOKWOOD INVESTMENT GROUP grew from 17 to 24 advisory reps. IAPD ↗
$1.06B RAUM · 24 reps · 4806463504 · ckwmg.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
ETHOS FINANCIAL GROUP, LLC grew from 20 to 27 advisory reps. IAPD ↗
$1.58B RAUM · 27 reps · 484-889-7270 · ethosfg.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
DIVERSIFY ADVISORY SERVICES, LLC grew from 87 to 94 advisory reps. IAPD ↗
$3.21B RAUM · 94 reps · 801-890.7577 · animascapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
RVK, INC. grew from 114 to 122 advisory reps. IAPD ↗
$766.4M RAUM · 122 reps · 503-221-4200 · rvkinc.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
HARBOUR INVESTMENTS, INC. grew from 206 to 212 advisory reps. IAPD ↗
$7.57B RAUM · 212 reps · 608-662-6100
CRMRecruiting & transitionsComplianceFinancial planning software
76
WCM INVESTMENT MANAGEMENT grew from 43 to 49 advisory reps. IAPD ↗
$74.69B RAUM · 49 reps · 949-380-0200
CRMRecruiting & transitionsComplianceFinancial planning software
76
MONETA GROUP INVESTMENT ADVISORS, LLC grew from 214 to 220 advisory reps. IAPD ↗
$42.80B RAUM · 220 reps · 314-726-2300
CRMRecruiting & transitionsComplianceFinancial planning software
76
AVANTAX PLANNING PARTNERS, INC. grew from 248 to 254 advisory reps. IAPD ↗
$6.93B RAUM · 254 reps · 563-582-2855 · avantax.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
MANULIFE INVESTMENT MANAGEMENT (US) LLC grew from 138 to 144 advisory reps. IAPD ↗
$201.36B RAUM · 144 reps · 617-375-1500
CRMRecruiting & transitionsComplianceFinancial planning software
76
ORION PORTFOLIO SOLUTIONS, LLC grew from 67 to 73 advisory reps. IAPD ↗
$57.66B RAUM · 73 reps · 859-426-2000 · destinationsfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
CIBC PRIVATE WEALTH ADVISORS, INC. grew from 204 to 210 advisory reps. IAPD ↗
$61.11B RAUM · 210 reps · 312-368-7700 · vimeo.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
WESTMINSTER FINANCIAL ADVISORY CORP grew from 40 to 46 advisory reps. IAPD ↗
$1.22B RAUM · 46 reps · 937-898-5010 · westminsterfinanical.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
NEPC, LLC grew from 120 to 126 advisory reps. IAPD ↗
$137.33B RAUM · 126 reps · 617-374-1300
CRMRecruiting & transitionsComplianceFinancial planning software
76
ANNEX WEALTH MANAGEMENT, LLC grew from 60 to 66 advisory reps. IAPD ↗
$6.17B RAUM · 66 reps · 262-786-6363 · annexwealth.wistia.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
STRATEGIC FINANCIAL CONCEPTS, LLC grew from 35 to 41 advisory reps. IAPD ↗
$1.01B RAUM · 41 reps · 210-737-7800 · solinskygroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
SMEAD CAPITAL MANAGEMENT, INC. grew from 10 to 16 advisory reps. IAPD ↗
$7.17B RAUM · 16 reps · 602-889-3660
CRMRecruiting & transitionsComplianceFinancial planning software
76
ARETE WEALTH ADVISORS, LLC grew from 124 to 130 advisory reps. IAPD ↗
$3.15B RAUM · 130 reps · 312-940-3684 · caliberfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
CAPWEALTH ADVISORS, LLC grew from 5 to 11 advisory reps. IAPD ↗
$1.70B RAUM · 11 reps · 615-778-0740
CRMRecruiting & transitionsComplianceFinancial planning software
76
SOLTIS INVESTMENT ADVISORS, LLC grew from 45 to 51 advisory reps. IAPD ↗
$8.35B RAUM · 51 reps · 435-674-1600 · soltisadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
ICONIQ CAPITAL, LLC grew from 130 to 136 advisory reps. IAPD ↗
$95.05B RAUM · 136 reps · 415-967-7763
CRMRecruiting & transitionsComplianceFinancial planning software
76
FOURSTAR WEALTH ADVISORS, LLC grew from 39 to 45 advisory reps. IAPD ↗
$1.24B RAUM · 45 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
REEDMARK ADVISORS, LLC grew from 1 to 9 advisory reps. IAPD ↗
$396.9M RAUM · 9 reps · 908-300-5292 · reedmark.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC grew from 146 to 152 advisory reps. IAPD ↗
$71.59B RAUM · 152 reps · 312-236-1600
CRMRecruiting & transitionsComplianceFinancial planning software
76
ALPHACORE CAPITAL LLC grew from 23 to 29 advisory reps. IAPD ↗
$3.00B RAUM · 29 reps · 858-875-4100
CRMRecruiting & transitionsComplianceFinancial planning software
76
SUMMIT TRAIL ADVISORS, LLC grew from 28 to 34 advisory reps. IAPD ↗
$23.64B RAUM · 34 reps · 212-812-7010 · summittrail.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
VESTWELL ADVISORS LLC grew from 15 to 23 advisory reps. IAPD ↗
$427.1M RAUM · 23 reps · 917-979-5358
CRMRecruiting & transitionsComplianceFinancial planning software
76
JORDAN PARK GROUP LLC grew from 86 to 92 advisory reps. IAPD ↗
$18.12B RAUM · 92 reps · (415) 417-3000 · jordanpark.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
INTEGRA GLOBAL ADVISORS LLC grew from 4 to 12 advisory reps. IAPD ↗
$562.6M RAUM · 12 reps · (203) 266-3942
CRMRecruiting & transitionsComplianceFinancial planning software
76
ALDEN CAPITAL grew from 14 to 20 advisory reps. IAPD ↗
$1.44B RAUM · 20 reps · (215) 572-8700 · aldeninvestmentgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
WEALTHPLAN INVESTMENT MANAGEMENT LLC grew from 8 to 14 advisory reps. IAPD ↗
$1.57B RAUM · 14 reps · 402-691-0200
CRMRecruiting & transitionsComplianceFinancial planning software
76
HIGHPOINT PLANNING PARTNERS grew from 94 to 100 advisory reps. IAPD ↗
$4.00B RAUM · 100 reps · 630-719-9222
CRMRecruiting & transitionsComplianceFinancial planning software
76
TFB ADVISORS, LLC grew from 23 to 31 advisory reps. IAPD ↗
$859.6M RAUM · 31 reps · 913-648-5526 · taxfavoredbenefits.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
STRIVE ASSET MANAGEMENT grew from 4 to 10 advisory reps. IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
CRMRecruiting & transitionsComplianceFinancial planning software
76
TRIAD WEALTH PARTNERS, LLC grew from 5 to 13 advisory reps. IAPD ↗
$425.0M RAUM · 13 reps · 785-830-0000 · triadwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
ONEAMERICA SECURITIES, INC. grew from 282 to 289 advisory reps. IAPD ↗
$299.9M RAUM · 289 reps · 877-285-3863 · oneamericasecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PLANMEMBER SECURITIES CORPORATION grew from 427 to 432 advisory reps. IAPD ↗
$9.04B RAUM · 432 reps · 805-684-1199 · planmember.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
MARQUETTE ASSOCIATES, INC. grew from 52 to 57 advisory reps. IAPD ↗
$35.57B RAUM · 57 reps · 312-527-5500
CRMRecruiting & transitionsComplianceFinancial planning software
75
LANDAAS & COMPANY grew from 16 to 21 advisory reps. IAPD ↗
$1.72B RAUM · 21 reps · 414-223-1099 · landaas.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS grew from 80 to 85 advisory reps. IAPD ↗
$24.29B RAUM · 85 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PGIM PRIVATE PLACEMENT INVESTORS, L.P. grew from 267 to 289 advisory reps. IAPD ↗institutional
$23.60B RAUM · 289 reps · 973-367-2454 · pgimprivatecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
HEITMAN REAL ESTATE SECURITIES LLC grew from 42 to 47 advisory reps. IAPD ↗
$1.87B RAUM · 47 reps · 312-855-5700 · heitman.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
UNITED ASSET STRATEGIES INC. grew from 16 to 21 advisory reps. IAPD ↗
$1.84B RAUM · 21 reps · 516-222-0021 · unitedasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. grew from 4 to 9 advisory reps. IAPD ↗
$1.43B RAUM · 9 reps · 713-840-8880 · tanglewoodwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
MASLOW WEALTH ADVISORS grew from 10 to 15 advisory reps. IAPD ↗
$2.07B RAUM · 15 reps · 512-610-6930 · maslow-wealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
GCM GROSVENOR L.P. grew from 159 to 164 advisory reps. IAPD ↗
$85.83B RAUM · 164 reps · 312-506-6500
CRMRecruiting & transitionsComplianceFinancial planning software
75
METZLER-PAYDEN, LLC grew from 0 to 111 advisory reps. IAPD ↗institutional
$1.20B RAUM · 111 reps · 213-625-1900
CRMRecruiting & transitionsComplianceFinancial planning software
75
CENTER FOR FINANCIAL PLANNING INC grew from 13 to 18 advisory reps. IAPD ↗
$1.71B RAUM · 18 reps · (248)948-7900
CRMRecruiting & transitionsComplianceFinancial planning software
75
STRATEGIC FINANCIAL SERVICES grew from 20 to 25 advisory reps. IAPD ↗
$2.28B RAUM · 25 reps · (315)724-1776
CRMRecruiting & transitionsComplianceFinancial planning software
75
MAIN STREET RESEARCH LLC grew from 11 to 16 advisory reps. IAPD ↗
$2.38B RAUM · 16 reps · 860.435.2350
CRMRecruiting & transitionsComplianceFinancial planning software
75
ONE CAPITAL MANAGEMENT, LLC grew from 41 to 46 advisory reps. IAPD ↗
$7.00B RAUM · 46 reps · 805.409.8150 · onecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
VAN HULZEN FINANCIAL ADVISORS grew from 10 to 15 advisory reps. IAPD ↗
$1.86B RAUM · 15 reps · (916) 608-4284
CRMRecruiting & transitionsComplianceFinancial planning software
75
ANDERSEN grew from 46 to 51 advisory reps. IAPD ↗
$6.08B RAUM · 51 reps · 571-382-0020
CRMRecruiting & transitionsComplianceFinancial planning software
75
TRADITION WEALTH MANAGEMENT LLC grew from 23 to 28 advisory reps. IAPD ↗
$1.95B RAUM · 28 reps · 952-563-6500 · traditionwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
ZEVENBERGEN CAPITAL INVESTMENTS LLC grew from 5 to 10 advisory reps. IAPD ↗
$4.99B RAUM · 10 reps · 206-682-8469 · zci.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO INVESTMENT MANAGEMENT, L.P. grew from 774 to 842 advisory reps. IAPD ↗institutional
$3.19B RAUM · 842 reps · 212-515-3200 · apollo.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PERIGON WEALTH MANAGEMENT, LLC grew from 77 to 82 advisory reps. IAPD ↗
$8.71B RAUM · 82 reps · (877) 977-2555
CRMRecruiting & transitionsComplianceFinancial planning software
75
KOVACK ADVISORS, INC. grew from 300 to 305 advisory reps. IAPD ↗
$5.53B RAUM · 305 reps · 954-782-4771
CRMRecruiting & transitionsComplianceFinancial planning software
75
TPG FINANCIAL ADVISORS, LLC grew from 8 to 13 advisory reps. IAPD ↗
$1.96B RAUM · 13 reps · 503-241-9550 · thepartnersgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
COMPOSITION WEALTH, LLC grew from 41 to 46 advisory reps. IAPD ↗
$6.71B RAUM · 46 reps · (310) 246-1243
CRMRecruiting & transitionsComplianceFinancial planning software
75
CAPITAL INVESTMENT ADVISORY SERVICES, LLC grew from 71 to 76 advisory reps. IAPD ↗
$1.93B RAUM · 76 reps · 919-831-2370 · capital-invest.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
CAHABA WEALTH MANAGEMENT, INC. grew from 12 to 17 advisory reps. IAPD ↗
$1.64B RAUM · 17 reps · 404-549-7678
CRMRecruiting & transitionsComplianceFinancial planning software
75
CLEAR HARBOR ASSET MANAGEMENT, LLC grew from 14 to 19 advisory reps. IAPD ↗
$1.74B RAUM · 19 reps · 212-867-7310
CRMRecruiting & transitionsComplianceFinancial planning software
75
CONNECTICUT WEALTH MANAGEMENT, LLC grew from 35 to 40 advisory reps. IAPD ↗
$3.71B RAUM · 40 reps · 860-470-0290 · vimeo.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
LIBREMAX CAPITAL, LLC grew from 38 to 43 advisory reps. IAPD ↗
$13.54B RAUM · 43 reps · (212) 612-1550
CRMRecruiting & transitionsComplianceFinancial planning software
75
PALMER SQUARE CAPITAL MANAGEMENT LLC grew from 28 to 33 advisory reps. IAPD ↗
$27.09B RAUM · 33 reps · 816-994-3200
CRMRecruiting & transitionsComplianceFinancial planning software
75
THE MATHER GROUP, LLC grew from 81 to 86 advisory reps. IAPD ↗
$11.71B RAUM · 86 reps · 888-537-1080 · themathergroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO CREDIT MANAGEMENT, LLC grew from 774 to 842 advisory reps. IAPD ↗institutional
$18.71B RAUM · 842 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
75
FOUNTAINHEAD ADVISORS grew from 13 to 18 advisory reps. IAPD ↗
$1.02B RAUM · 18 reps · 732-346-1900
CRMRecruiting & transitionsComplianceFinancial planning software
75
COMPASS FINANCIAL MANAGEMENT LLC grew from 20 to 27 advisory reps. IAPD ↗
$519.0M RAUM · 27 reps · 813-831-5168 · compassfmllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
ARES CAPITAL MANAGEMENT II LLC grew from 519 to 653 advisory reps. IAPD ↗institutional
$8.96B RAUM · 653 reps · 310-201-4100
CRMRecruiting & transitionsComplianceFinancial planning software
75
CAPULA INVESTMENT US LP grew from 15 to 33 advisory reps. IAPD ↗institutional
$78.36B RAUM · 33 reps · (646) 874-5400 · capulaglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
GENTRUST grew from 15 to 20 advisory reps. IAPD ↗
$4.46B RAUM · 20 reps · 305-677-6688
CRMRecruiting & transitionsComplianceFinancial planning software
75
TPG GLOBAL ADVISORS, LLC grew from 531 to 617 advisory reps. IAPD ↗institutional
$147.44B RAUM · 617 reps · 817-871-4000
CRMRecruiting & transitionsComplianceFinancial planning software
75
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS grew from 53 to 68 advisory reps. IAPD ↗institutional
$18.95B RAUM · 68 reps · 212-850-4260
CRMRecruiting & transitionsComplianceFinancial planning software
75
CANAL CAPITAL MANAGEMENT, LLC grew from 5 to 10 advisory reps. IAPD ↗
$1.20B RAUM · 10 reps · 804-325-1450 · canalcapitalmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
IFG ADVISORY, LLC grew from 75 to 80 advisory reps. IAPD ↗
$3.97B RAUM · 80 reps · 770-353-6331
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO REAL ESTATE FUND ADVISER, LLC grew from 774 to 842 advisory reps. IAPD ↗institutional
$5.69B RAUM · 842 reps · (212) 515-3200 · griffincapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
VISIONARY WEALTH ADVISORS, LLC grew from 39 to 44 advisory reps. IAPD ↗
$2.86B RAUM · 44 reps · 314-764-2727
CRMRecruiting & transitionsComplianceFinancial planning software
75
KEEN WEALTH ADVISORS grew from 24 to 29 advisory reps. IAPD ↗
$1.04B RAUM · 29 reps · (913) 624-1841
CRMRecruiting & transitionsComplianceFinancial planning software
75
PFG ADVISORS grew from 99 to 104 advisory reps. IAPD ↗
$3.08B RAUM · 104 reps · (800) 405-8850 · cuefinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. grew from 19 to 26 advisory reps. IAPD ↗
$465.1M RAUM · 26 reps · 860.973.3214
CRMRecruiting & transitionsComplianceFinancial planning software
75
BCSF ADVISORS, LP grew from 227 to 255 advisory reps. IAPD ↗institutional
$3.28B RAUM · 255 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
75
ADDICUS ADVISORY, LLC grew from 5 to 12 advisory reps. IAPD ↗
$262.7M RAUM · 12 reps · 877-294-8658 · addicusadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
GPS WEALTH STRATEGIES GROUP, LLC grew from 21 to 26 advisory reps. IAPD ↗
$1.42B RAUM · 26 reps · 7204145412 · lizwindisch.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO CAPITAL CREDIT ADVISER, LLC grew from 774 to 842 advisory reps. IAPD ↗institutional
$1.44B RAUM · 842 reps · (212) 515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
75
BXMT ADVISORS L.L.C. grew from 120 to 139 advisory reps. IAPD ↗institutional
$19.80B RAUM · 139 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
75
BLACKSTONE CREDIT BDC ADVISORS LLC grew from 295 to 344 advisory reps. IAPD ↗institutional
$84.76B RAUM · 344 reps · 212-503-2100 · soundcloud.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
VANTAGE POINT FINANCIAL, LLC grew from 9 to 16 advisory reps. IAPD ↗
$430.7M RAUM · 16 reps · (331) 204-6212
CRMRecruiting & transitionsComplianceFinancial planning software
75
FERMATA ADVISORS grew from 12 to 17 advisory reps. IAPD ↗
$1.15B RAUM · 17 reps · (707) 938-7414
CRMRecruiting & transitionsComplianceFinancial planning software
75
LXG WEALTH ADVISORY LLC grew from 7 to 12 advisory reps. IAPD ↗
$1.64B RAUM · 12 reps · 305-456-7645 · lxgmfo.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PARNASSUS INVESTMENTS, LLC grew from 23 to 28 advisory reps. IAPD ↗
$45.66B RAUM · 28 reps · 415-778-0200
CRMRecruiting & transitionsComplianceFinancial planning software
75
CASSADAY & COMPANY, INC. grew from 27 to 32 advisory reps. IAPD ↗
$5.98B RAUM · 32 reps · 703-506-8200
CRMRecruiting & transitionsComplianceFinancial planning software
75
26NORTH DIRECT LENDING grew from 35 to 59 advisory reps. IAPD ↗institutional
$2.34B RAUM · 59 reps · 212-257-5220 · 26n.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SECOND LINE CAPITAL, LLC grew from 14 to 21 advisory reps. IAPD ↗
$723.0M RAUM · 21 reps · 504-321-0923
CRMRecruiting & transitionsComplianceFinancial planning software
75
HPS ADVISORS, LLC grew from 283 to 346 advisory reps. IAPD ↗institutional
$17.64B RAUM · 346 reps · 212-287-6767
CRMRecruiting & transitionsComplianceFinancial planning software
75
QUOTIENT WEALTH PARTNERS, LLC grew from 21 to 26 advisory reps. IAPD ↗
$3.54B RAUM · 26 reps · (972) 807-0003
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO MANAGER, LLC grew from 774 to 842 advisory reps. IAPD ↗institutional
$1.27B RAUM · 842 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
75
ANTARES CAPITAL CREDIT ADVISERS LLC grew from 205 to 261 advisory reps. IAPD ↗institutional
$3.15B RAUM · 261 reps · 312-889-9920
CRMRecruiting & transitionsComplianceFinancial planning software
75
WELLTH ADVISORY SERVICES, LLC grew from 67 to 72 advisory reps. IAPD ↗
$23.57B RAUM · 72 reps · 866-777-4015 · srpretire.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
CALIBER WEALTH MANAGEMENT, LLC grew from 10 to 15 advisory reps. IAPD ↗
$1.17B RAUM · 15 reps · 913-303-3920
CRMRecruiting & transitionsComplianceFinancial planning software
75
CASTLE ROCK ADVISORS LLC grew from 22 to 27 advisory reps. IAPD ↗
$1.59B RAUM · 27 reps · 617-227-0050
CRMRecruiting & transitionsComplianceFinancial planning software
74
MEEDER ASSET MANAGEMENT, INC. grew from 15 to 19 advisory reps. IAPD ↗
$2.48B RAUM · 19 reps · 866-633-3371 · meederinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
TRAPHAGEN FINANCIAL GROUP grew from 10 to 14 advisory reps. IAPD ↗
$1.90B RAUM · 14 reps · 201-262-1040 · tfgllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
COMMUNITY CAPITAL MANAGEMENT, LLC grew from 13 to 17 advisory reps. IAPD ↗
$6.26B RAUM · 17 reps · 877-272-1977
CRMRecruiting & transitionsComplianceFinancial planning software
74
ADVICEONE ADVISORY SERVICES, LLC grew from 13 to 17 advisory reps. IAPD ↗
$1.66B RAUM · 17 reps · 860-659-4900
CRMRecruiting & transitionsComplianceFinancial planning software
74
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC grew from 4 to 8 advisory reps. IAPD ↗
$1.37B RAUM · 8 reps · 800-344-4038 · miracenter.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
SHEAFF BROCK INVESTMENT ADVISORS, LLC grew from 14 to 18 advisory reps. IAPD ↗
$1.41B RAUM · 18 reps · 317-705-5700 · linkedin.com sheaff brock investment advisors
CRMRecruiting & transitionsComplianceFinancial planning software
74
MAIN MANAGEMENT, LLC grew from 16 to 20 advisory reps. IAPD ↗
$1.65B RAUM · 20 reps · 415-217-5800
CRMRecruiting & transitionsComplianceFinancial planning software
74
BUSEY CAPITAL MANAGEMENT, INC. grew from 14 to 20 advisory reps. IAPD ↗
$324.7M RAUM · 20 reps · 217-365-4800
CRMRecruiting & transitionsComplianceFinancial planning software
74
BAKER STREET ADVISORS, LLC grew from 12 to 16 advisory reps. IAPD ↗
$17.80B RAUM · 16 reps · 415-344-6180
CRMRecruiting & transitionsComplianceFinancial planning software
74
HECK CAPITAL ADVISORS, LLC grew from 16 to 20 advisory reps. IAPD ↗
$9.67B RAUM · 20 reps · 715-361-1500
CRMRecruiting & transitionsComplianceFinancial planning software
74
SENDERO WEALTH MANAGEMENT, LLC grew from 14 to 18 advisory reps. IAPD ↗
$5.82B RAUM · 18 reps · 210-805-0171 · senderowealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC grew from 10 to 14 advisory reps. IAPD ↗
$4.43B RAUM · 14 reps · 212-205-8300 · investments.miraeasset.us
CRMRecruiting & transitionsComplianceFinancial planning software
74
GUIDESTONE ADVISORS grew from 17 to 21 advisory reps. IAPD ↗
$1.59B RAUM · 21 reps · 214-720-6486 · guidestone.org (organization web site that contains links to all guidestone affiliates' websites)
CRMRecruiting & transitionsComplianceFinancial planning software
74
LEGACY FINANCIAL ADVISORS, INC. grew from 8 to 12 advisory reps. IAPD ↗
$1.26B RAUM · 12 reps · 859-655-5225 · legacyfinancialadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
CV ADVISORS LLC grew from 15 to 19 advisory reps. IAPD ↗
$12.86B RAUM · 19 reps · 305-358-5990 · cv-advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
SYMPHONY FINANCIAL, LTD. CO. grew from 19 to 23 advisory reps. IAPD ↗
$1.09B RAUM · 23 reps · 281-272-6800
CRMRecruiting & transitionsComplianceFinancial planning software
74
OREI ADVISORS LP grew from 17 to 21 advisory reps. IAPD ↗
$1.71B RAUM · 21 reps · 650-681-0185 · ohanare.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
PGIM CUSTOM HARVEST LLC grew from 6 to 10 advisory reps. IAPD ↗
$5.37B RAUM · 10 reps · 800-210-0118 · pgim.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
CAPITA FINANCIAL NETWORK, LLC grew from 18 to 22 advisory reps. IAPD ↗
$1.85B RAUM · 22 reps · 801-566-5058
CRMRecruiting & transitionsComplianceFinancial planning software
74
FBL WEALTH MANAGEMENT, LLC grew from 129 to 138 advisory reps. IAPD ↗
$8.7M RAUM · 138 reps · 515-225-5400 · fbfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
DECISIONPOINT FINANCIAL, LLC grew from 6 to 12 advisory reps. IAPD ↗
$848.7M RAUM · 12 reps · 480-553-6249 · dp457b.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
SIGNAL ADVISORS WEALTH, LLC grew from 5 to 9 advisory reps. IAPD ↗
$1.16B RAUM · 9 reps · 1-866-774-4625
CRMRecruiting & transitionsComplianceFinancial planning software
74
TSCHETTER GROUP grew from 11 to 15 advisory reps. IAPD ↗
$2.14B RAUM · 15 reps · 425-998-9960 · tschettergroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
VISE AI ADVISORS grew from 17 to 21 advisory reps. IAPD ↗
$2.18B RAUM · 21 reps · 201-375-3969
CRMRecruiting & transitionsComplianceFinancial planning software
74
QUILITY FINANCIAL ADVISORS grew from 6 to 15 advisory reps. IAPD ↗
$71.0M RAUM · 15 reps · 321-888-2599
CRMRecruiting & transitionsComplianceFinancial planning software
74
CYNDEO WEALTH PARTNERS grew from 11 to 15 advisory reps. IAPD ↗
$2.58B RAUM · 15 reps · (727) 472-3700 · cyndeowp.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
NEW REPUBLIC PARTNERS grew from 17 to 21 advisory reps. IAPD ↗
$2.51B RAUM · 21 reps · 704-626-1526
CRMRecruiting & transitionsComplianceFinancial planning software
74
GDS WEALTH MANAGEMENT grew from 11 to 15 advisory reps. IAPD ↗
$1.27B RAUM · 15 reps · 469-212-8072 · gdswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
APOLLON FINANCIAL, LLC grew from 7 to 13 advisory reps. IAPD ↗
$890.4M RAUM · 13 reps · 843-579-0018 · apollonfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC grew from 92 to 106 advisory reps. IAPD ↗institutional
$1.35B RAUM · 106 reps · 646-735-4293 · ir.carlyle.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
MARIDEA WEALTH MANAGEMENT grew from 9 to 15 advisory reps. IAPD ↗
$469.2M RAUM · 15 reps · 347-289-5227 · hartshornegroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
MACK INVESTMENT SECURITIES, INC. grew from 3 to 8 advisory reps. IAPD ↗
$263.5M RAUM · 8 reps · 847-657-6600 · macktracks.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
NORTHLAND ASSET MANAGEMENT grew from 19 to 24 advisory reps. IAPD ↗
$359.9M RAUM · 24 reps · 800-851-2920
CRMRecruiting & transitionsComplianceFinancial planning software
73
TSA MANAGEMENT INC grew from 2 to 5 advisory reps. IAPD ↗
$1.28B RAUM · 5 reps · 516-676-3332 · hallidayfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
CORRIGAN FINANCIAL INC grew from 9 to 12 advisory reps. IAPD ↗
$1.15B RAUM · 12 reps · 401-849-9313 · corriganfinancialinc.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
PENN DAVIS MCFARLAND INC grew from 4 to 7 advisory reps. IAPD ↗
$1.26B RAUM · 7 reps · 214-871-2772 · pdavis.org
CRMRecruiting & transitionsComplianceFinancial planning software
73
FINANCIAL COUNCIL, LLC grew from 7 to 10 advisory reps. IAPD ↗
$1.10B RAUM · 10 reps · 410-821-9200 · financialcouncil.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
PETERSEN HASTINGS WEALTH ADVISORS, INC. grew from 15 to 18 advisory reps. IAPD ↗
$1.28B RAUM · 18 reps · 509-735-0484 · petersenhastings.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
INTEGRIS WEALTH MANAGEMENT, LLC grew from 7 to 12 advisory reps. IAPD ↗
$635.1M RAUM · 12 reps · 831-333-1717
CRMRecruiting & transitionsComplianceFinancial planning software
73
OAKMONT CORPORATION grew from 4 to 7 advisory reps. IAPD ↗
$2.23B RAUM · 7 reps · 213-891-6300
CRMRecruiting & transitionsComplianceFinancial planning software
73
SYNERGY ASSET MANAGEMENT, LLC grew from 6 to 9 advisory reps. IAPD ↗
$1.05B RAUM · 9 reps · 206-386-5455 · advisorempowerment.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
WINDSOR ADVISORY GROUP, LLC grew from 11 to 14 advisory reps. IAPD ↗
$2.58B RAUM · 14 reps · 614-545-0300
CRMRecruiting & transitionsComplianceFinancial planning software
73
MCMILL CPA AND ADVISORS grew from 17 to 22 advisory reps. IAPD ↗
$730.2M RAUM · 22 reps · 402-371-1160 · retirementplanconsultants.net
CRMRecruiting & transitionsComplianceFinancial planning software
73
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC grew from 27 to 32 advisory reps. IAPD ↗
$561.5M RAUM · 32 reps · 732-280-6886 · gardenstatesecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
GREENWICH WEALTH MANAGEMENT, LLC grew from 8 to 11 advisory reps. IAPD ↗
$2.71B RAUM · 11 reps · 203-618-0100 · greenwichwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
EVERMAY WEALTH MANAGEMENT, LLC grew from 12 to 15 advisory reps. IAPD ↗
$1.18B RAUM · 15 reps · 703 822-5696
CRMRecruiting & transitionsComplianceFinancial planning software
73
MCNALLY ADVISORS, LLC grew from 14 to 19 advisory reps. IAPD ↗
$379.8M RAUM · 19 reps · 312-357-3710 · mcnallycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
ROTHSCHILD WEALTH LLC grew from 9 to 14 advisory reps. IAPD ↗
$751.1M RAUM · 14 reps · 630-448-5711 · rothschildwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
SCARBOROUGH CAPITAL MANAGEMENT grew from 10 to 13 advisory reps. IAPD ↗
$1.40B RAUM · 13 reps · 410-573-5700 · 401kadvice.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
OLD ORCHARD CAPITAL MANAGEMENT LP grew from 9 to 12 advisory reps. IAPD ↗
$2.29B RAUM · 12 reps · 212-331-6920
CRMRecruiting & transitionsComplianceFinancial planning software
73
TWELVE POINTS WEALTH MANAGEMENT grew from 10 to 13 advisory reps. IAPD ↗
$1.70B RAUM · 13 reps · 978-318-9500
CRMRecruiting & transitionsComplianceFinancial planning software
73
FITZROY INVESTMENT ADVISORS LLC grew from 5 to 8 advisory reps. IAPD ↗
$1.01B RAUM · 8 reps · 347-580-9762 · fria.us
CRMRecruiting & transitionsComplianceFinancial planning software
73
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC grew from 8 to 11 advisory reps. IAPD ↗
$1.98B RAUM · 11 reps · 617-572-0109 · johnhancock.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
EQUITA FINANCIAL NETWORK, INC. grew from 13 to 18 advisory reps. IAPD ↗
$412.3M RAUM · 18 reps · 800.604.0176
CRMRecruiting & transitionsComplianceFinancial planning software
73
BEACON GLOBAL ADVISOR NETWORK, LLC grew from 45 to 50 advisory reps. IAPD ↗
$396.9M RAUM · 50 reps · 888-679-6474 · bganetwork.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
FS CREDIT INCOME ADVISOR, LLC grew from 2 to 27 advisory reps. IAPD ↗institutional
$709.1M RAUM · 27 reps · 215-220-6651
CRMRecruiting & transitionsComplianceFinancial planning software
73
MAIA WEALTH grew from 30 to 35 advisory reps. IAPD ↗
$704.3M RAUM · 35 reps · (720) 644-8803 · maiawealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
RESONANT CAPITAL ADVISORS, LLC grew from 11 to 14 advisory reps. IAPD ↗
$2.22B RAUM · 14 reps · (608)-733-6220
CRMRecruiting & transitionsComplianceFinancial planning software
73
THIRD LAKE PARTNERS, LLC grew from 11 to 14 advisory reps. IAPD ↗
$3.35B RAUM · 14 reps · (813) 497-8100
CRMRecruiting & transitionsComplianceFinancial planning software
73
FORGE FINANCIAL grew from 11 to 14 advisory reps. IAPD ↗
$1.20B RAUM · 14 reps · 405-340-1600
CRMRecruiting & transitionsComplianceFinancial planning software
73
CREEKMUR ASSET MANAGEMENT, LLC grew from 10 to 15 advisory reps. IAPD ↗
$561.8M RAUM · 15 reps · 309-925-2043
CRMRecruiting & transitionsComplianceFinancial planning software
73
FOCUSED ALPHA, LLC grew from 3 to 8 advisory reps. IAPD ↗
$561.9M RAUM · 8 reps · 303-529-5100
CRMRecruiting & transitionsComplianceFinancial planning software
73
BLACK TORO LLC grew from 2 to 7 advisory reps. IAPD ↗
$276.7M RAUM · 7 reps · 786 753-7009 · blacktoro.us
CRMRecruiting & transitionsComplianceFinancial planning software
73
PEAK RETIREMENT PLANNING, INC. grew from 6 to 14 advisory reps. IAPD ↗
$242.5M RAUM · 14 reps · (614) 500-4121 · peakretirementplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
ADVISOR PARTNERS grew from 6 to 9 advisory reps. IAPD ↗
$7.67B RAUM · 9 reps · 888-265-2257 · advisorpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
SOLLINDA CAPITAL MANAGEMENT LLC grew from 9 to 14 advisory reps. IAPD ↗
$909.4M RAUM · 14 reps · 8446621211 · sollinda.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
RANGE ADVISORY, LLC grew from 9 to 17 advisory reps. IAPD ↗
$144.7M RAUM · 17 reps · (703) 261-4126
CRMRecruiting & transitionsComplianceFinancial planning software
73
BBVA GLOBAL WEALTH ADVISORS, INC. grew from 17 to 22 advisory reps. IAPD ↗
$523.7M RAUM · 22 reps · 3052057752 · bbvaglobalwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
BCPC ADVISORS, LP grew from 227 to 255 advisory reps. IAPD ↗institutional
$747.7M RAUM · 255 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
73
TRITONPOINT WEALTH, LLC grew from 6 to 9 advisory reps. IAPD ↗
$1.54B RAUM · 9 reps · (301) 799-9001
CRMRecruiting & transitionsComplianceFinancial planning software
73
KAUFMAN HALL INVESTMENT MANAGEMENT grew from 4 to 7 advisory reps. IAPD ↗
$2.31B RAUM · 7 reps · 224-7243809 · khim.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SYSTEMATIC FINANCIAL MANAGEMENT LP grew from 6 to 8 advisory reps. IAPD ↗
$3.90B RAUM · 8 reps · 201-928-1982 · sfmlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
EAGLE CAPITAL MANAGEMENT LLC grew from 10 to 12 advisory reps. IAPD ↗
$31.19B RAUM · 12 reps · 212-293-4040 · eaglecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CFS INVESTMENT ADVISORY SERVICES LLC grew from 8 to 10 advisory reps. IAPD ↗
$2.38B RAUM · 10 reps · 973-826-8800
CRMRecruiting & transitionsComplianceFinancial planning software
72
SNYDER CAPITAL MANAGEMENT LP grew from 6 to 8 advisory reps. IAPD ↗
$5.30B RAUM · 8 reps · 415-392-3900 · snydercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
HCR WEALTH ADVISORS grew from 6 to 8 advisory reps. IAPD ↗
$1.68B RAUM · 8 reps · 310-473-5445
CRMRecruiting & transitionsComplianceFinancial planning software
72
MOISAND FITZGERALD TAMAYO, LLC grew from 9 to 11 advisory reps. IAPD ↗
$1.15B RAUM · 11 reps · 407-869-6228
CRMRecruiting & transitionsComplianceFinancial planning software
72
PLANNING ALTERNATIVES LTD grew from 9 to 11 advisory reps. IAPD ↗
$1.28B RAUM · 11 reps · 248-645-1520
CRMRecruiting & transitionsComplianceFinancial planning software
72
BUCKHEAD CAPITAL MANAGEMENT, LLC grew from 10 to 12 advisory reps. IAPD ↗
$5.17B RAUM · 12 reps · 404-720-8800 · buckheadcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
FLEXIBLE PLAN INVESTMENTS LTD grew from 3 to 5 advisory reps. IAPD ↗
$1.54B RAUM · 5 reps · 800-347-3539 · quantifiedfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS grew from 7 to 9 advisory reps. IAPD ↗
$1.21B RAUM · 9 reps · 703-777-8826 · sgkwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SOUND SHORE MANAGEMENT INC grew from 6 to 8 advisory reps. IAPD ↗
$3.20B RAUM · 8 reps · 203-629-1980 · soundshore.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
PARKWAY ADVISORS, L.P. grew from 9 to 11 advisory reps. IAPD ↗
$3.51B RAUM · 11 reps · 325-795-2111 · parkwayadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ELEMENT WEALTH, LLC grew from 3 to 7 advisory reps. IAPD ↗
$641.9M RAUM · 7 reps · 601-957-6006 · myelementwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SNIDER FINANCIAL GROUP grew from 5 to 9 advisory reps. IAPD ↗
$500.7M RAUM · 9 reps · 425-453-7080
CRMRecruiting & transitionsComplianceFinancial planning software
72
PINNACLE WEALTH ADVISORS grew from 5 to 9 advisory reps. IAPD ↗
$461.4M RAUM · 9 reps · 503-654-5100 · thinkpinnacle.com.
CRMRecruiting & transitionsComplianceFinancial planning software
72
HENNION & WALSH ASSET MANAGEMENT, INC. grew from 7 to 11 advisory reps. IAPD ↗
$590.1M RAUM · 11 reps · 973-299-8989 · hennionandwalsh.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
WEALTHCROSSING grew from 8 to 10 advisory reps. IAPD ↗
$1.20B RAUM · 10 reps · 804-237-1700
CRMRecruiting & transitionsComplianceFinancial planning software
72
PROSTATIS FINANCIAL ADVISORS GROUP grew from 14 to 18 advisory reps. IAPD ↗
$508.9M RAUM · 18 reps · 410-863-1040
CRMRecruiting & transitionsComplianceFinancial planning software
72
GENERATION INVESTMENT MANAGEMENT US LLP grew from 8 to 10 advisory reps. IAPD ↗
$13.29B RAUM · 10 reps · 415 619 3242
CRMRecruiting & transitionsComplianceFinancial planning software
72
ANCHOR INVESTMENT MANAGEMENT grew from 8 to 10 advisory reps. IAPD ↗
$1.36B RAUM · 10 reps · 803-790-6654
CRMRecruiting & transitionsComplianceFinancial planning software
72
TRAYNOR CAPITAL MANAGEMENT grew from 4 to 6 advisory reps. IAPD ↗
$1.85B RAUM · 6 reps · 610-993-9050 · traynorcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
STONECREST ADVISORS, INC. grew from 13 to 20 advisory reps. IAPD ↗
$155.3M RAUM · 20 reps · 866-342-1069 · stonecrestpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CHECCHI CAPITAL ADVISERS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$2.31B RAUM · 8 reps · 310-432-0010
CRMRecruiting & transitionsComplianceFinancial planning software
72
BLACK DIAMOND FINANCIAL, LLC grew from 9 to 11 advisory reps. IAPD ↗
$1.04B RAUM · 11 reps · 443-841-7772 · blackdfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
MCILRATH & ECK, LLC grew from 6 to 8 advisory reps. IAPD ↗
$1.06B RAUM · 8 reps · (360) 657-8600 · mcilratheck.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
EAST END ADVISORS, LLC grew from 7 to 9 advisory reps. IAPD ↗
$5.85B RAUM · 9 reps · 212-218-8137 · alti-global.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CLEAR HAVEN CAPITAL MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗
$1.20B RAUM · 5 reps · 332-240-0416 · clearhavencm.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
VISIONARY HORIZONS, LLC grew from 9 to 13 advisory reps. IAPD ↗
$291.4M RAUM · 13 reps · 865-675-8496 · vimeo.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
AGW CAPITAL ADVISORS grew from 9 to 11 advisory reps. IAPD ↗
$1.48B RAUM · 11 reps · 813-254-4700 · agwcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
HARVEST FUND ADVISORS LLC grew from 7 to 9 advisory reps. IAPD ↗
$8.07B RAUM · 9 reps · 610-293-7800
CRMRecruiting & transitionsComplianceFinancial planning software
72
EMPIRICAL ASSET MANAGEMENT, LLC grew from 7 to 11 advisory reps. IAPD ↗
$467.0M RAUM · 11 reps · 781-431-2223 · empiricalam.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
FSA INVESTMENT GROUP, LLC grew from 9 to 13 advisory reps. IAPD ↗
$709.5M RAUM · 13 reps · (850) 696-1550 · fsa-ig.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
VERNAL POINT ADVISORS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$2.74B RAUM · 7 reps · 415-237-3530 · vernalpoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
THE PORTFOLIO STRATEGY GROUP, LLC grew from 7 to 9 advisory reps. IAPD ↗
$2.38B RAUM · 9 reps · 9142884900 · psgwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ELM WEALTH grew from 3 to 5 advisory reps. IAPD ↗
$2.02B RAUM · 5 reps · (888) 676-3148
CRMRecruiting & transitionsComplianceFinancial planning software
72
DISCIPLINA CAPITAL MANAGEMENT, LLC grew from 5 to 7 advisory reps. IAPD ↗
$2.38B RAUM · 7 reps · 615-490-6007
CRMRecruiting & transitionsComplianceFinancial planning software
72
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL grew from 4 to 11 advisory reps. IAPD ↗
$243.2M RAUM · 11 reps · (888) 256-6855 · mdfinancialadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ARISTOTLE CAPITAL BOSTON, LLC grew from 6 to 8 advisory reps. IAPD ↗
$2.72B RAUM · 8 reps · 617-274-3700
CRMRecruiting & transitionsComplianceFinancial planning software
72
NICHOLAS WEALTH MANAGEMENT grew from 6 to 10 advisory reps. IAPD ↗
$413.7M RAUM · 10 reps · 404-890-5606
CRMRecruiting & transitionsComplianceFinancial planning software
72
ISTO ADVISORS, LLC grew from 14 to 18 advisory reps. IAPD ↗
$871.6M RAUM · 18 reps · 248-458-1100 · istoadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
MMBG INVESTMENT ADVISORS CO. grew from 3 to 5 advisory reps. IAPD ↗
$2.46B RAUM · 5 reps · 305-374-0704 · mmbginvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ROUND ROCK ADVISORS LLC grew from 10 to 14 advisory reps. IAPD ↗
$814.6M RAUM · 14 reps · (203) 920-4774
CRMRecruiting & transitionsComplianceFinancial planning software
72
VIDENT ASSET MANAGEMENT grew from 6 to 8 advisory reps. IAPD ↗
$12.09B RAUM · 8 reps · 404-267-1501 · videntam.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SMALLWOOD WEALTH MANAGEMENT grew from 8 to 12 advisory reps. IAPD ↗
$294.5M RAUM · 12 reps · (732) 542-1565
CRMRecruiting & transitionsComplianceFinancial planning software
72
BLACKSTON FINANCIAL ADVISORY GROUP, LLC grew from 4 to 8 advisory reps. IAPD ↗
$300.5M RAUM · 8 reps · 352-633-9046 · blackstonfinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SARGENT INVESTMENT GROUP grew from 10 to 12 advisory reps. IAPD ↗
$1.28B RAUM · 12 reps · (202) 580-6400
CRMRecruiting & transitionsComplianceFinancial planning software
72
OPTIMA ASSET MANAGEMENT LLC grew from 10 to 14 advisory reps. IAPD ↗
$807.4M RAUM · 14 reps · 212-484-3000 · optima.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SOUND VIEW WEALTH ADVISORS GROUP, LLC grew from 8 to 10 advisory reps. IAPD ↗
$1.94B RAUM · 10 reps · 912-239-4630
CRMRecruiting & transitionsComplianceFinancial planning software
72
THE MILLSTONE EVANS GROUP, LLC grew from 4 to 8 advisory reps. IAPD ↗
$777.9M RAUM · 8 reps · 720-728-2801 · millstoneevansgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
JVP MANAGEMENT grew from 8 to 10 advisory reps. IAPD ↗
$4.38B RAUM · 10 reps · 214-392-5737
CRMRecruiting & transitionsComplianceFinancial planning software
72
SMART WEALTH, LLC grew from 12 to 16 advisory reps. IAPD ↗
$440.0M RAUM · 16 reps · 402-369-7777
CRMRecruiting & transitionsComplianceFinancial planning software
72
MAINSAIL FINANCIAL GROUP grew from 3 to 7 advisory reps. IAPD ↗
$268.2M RAUM · 7 reps · (425) 502-7693
CRMRecruiting & transitionsComplianceFinancial planning software
72
ONEASCENT FAMILY OFFICES grew from 2 to 6 advisory reps. IAPD ↗
$360.2M RAUM · 6 reps · (205) 313-9142 · sovereignfamilyoffice.co
CRMRecruiting & transitionsComplianceFinancial planning software
72
BRIDGEPORT FINANCIAL SOLUTIONS grew from 7 to 11 advisory reps. IAPD ↗
$484.5M RAUM · 11 reps · 877-411-2737 · bridgeport.financial
CRMRecruiting & transitionsComplianceFinancial planning software
72
CASCADE FINANCIAL PARTNERS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$1.16B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CAPITAL INVESTMENT COUNSEL, LLC grew from 2 to 4 advisory reps. IAPD ↗
$1.18B RAUM · 4 reps · (303) 381-0200 · cicwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
FG ADVISORY SERVICES, LLC. grew from 0 to 7 advisory reps. IAPD ↗
$37.4M RAUM · 7 reps · 646-609-2225 EXT. 6 · fgadvisoryservices.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ORG WEALTH PARTNERS grew from 1 to 5 advisory reps. IAPD ↗
$415.8M RAUM · 5 reps · 214-440-3909 · abmeyerwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
A&M PRIVATE WEALTH PARTNERS, LLC grew from 11 to 15 advisory reps. IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
PCM ENCORE, LLC grew from 4 to 6 advisory reps. IAPD ↗
$1.24B RAUM · 6 reps · 425-214-1755
CRMRecruiting & transitionsComplianceFinancial planning software
71
BNA WEALTH grew from 3 to 6 advisory reps. IAPD ↗
$504.0M RAUM · 6 reps · 803-324-7100 · bnacpa.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
PVG ASSET MANAGEMENT CORP grew from 3 to 6 advisory reps. IAPD ↗
$617.9M RAUM · 6 reps · 303-526-0548 · facebook.com\pvgasset
CRMRecruiting & transitionsComplianceFinancial planning software
71
MANCHESTER FINANCIAL INC grew from 12 to 15 advisory reps. IAPD ↗
$946.8M RAUM · 15 reps · 805-495-4405
CRMRecruiting & transitionsComplianceFinancial planning software
71
WILLIAM MACK & ASSOCIATES INC grew from 7 to 10 advisory reps. IAPD ↗
$820.4M RAUM · 10 reps · 248-643-4310 · wmack.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
SECURIAN ASSET MANAGEMENT, INC. grew from 24 to 35 advisory reps. IAPD ↗institutional
$43.81B RAUM · 35 reps · 651-665-3500 · securianfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
STRATEGY ASSET MANAGERS L.L.C. grew from 6 to 9 advisory reps. IAPD ↗
$741.5M RAUM · 9 reps · 626-657-0559
CRMRecruiting & transitionsComplianceFinancial planning software
71
OARSMAN CAPITAL, INC grew from 10 to 13 advisory reps. IAPD ↗
$926.8M RAUM · 13 reps · 414-221-0081 · oarsman.net
CRMRecruiting & transitionsComplianceFinancial planning software
71
WINCH FINANCIAL grew from 12 to 15 advisory reps. IAPD ↗
$510.7M RAUM · 15 reps · 920-739-8577 · winchfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
MORLING FINANCIAL ADVISORS, LLC grew from 12 to 15 advisory reps. IAPD ↗
$755.7M RAUM · 15 reps · 844-667-5464 · morlingadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
MORRIS FINANCIAL CONCEPTS, INC. grew from 6 to 9 advisory reps. IAPD ↗
$469.1M RAUM · 9 reps · 843-884-6192
CRMRecruiting & transitionsComplianceFinancial planning software
71
COOPER/HAIMS ADVISORS, LLC grew from 9 to 12 advisory reps. IAPD ↗
$939.2M RAUM · 12 reps · 585-248-6400 · esl.org
CRMRecruiting & transitionsComplianceFinancial planning software
71
CWC ADVISORS, LLC grew from 5 to 8 advisory reps. IAPD ↗
$421.5M RAUM · 8 reps · 503-968-0950 · cwcadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
PROSPECT CAPITAL MANAGEMENT L.P. grew from 50 to 61 advisory reps. IAPD ↗institutional
$7.23B RAUM · 61 reps · 561-285-4044
CRMRecruiting & transitionsComplianceFinancial planning software
71
THE RICE PARTNERSHIP, LLC grew from 6 to 9 advisory reps. IAPD ↗
$785.8M RAUM · 9 reps · 808-585-7788
CRMRecruiting & transitionsComplianceFinancial planning software
71
DAVIES FINANCIAL ADVISORS, INC. grew from 4 to 7 advisory reps. IAPD ↗
$288.2M RAUM · 7 reps · 951-677-3960 · ajdavies.net
CRMRecruiting & transitionsComplianceFinancial planning software
71
ARGOS WEALTH ADVISORS LLC grew from 7 to 10 advisory reps. IAPD ↗
$897.2M RAUM · 10 reps · 707-633-9063 · argoswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
HFG WEALTH MANAGEMENT, LLC grew from 4 to 7 advisory reps. IAPD ↗
$460.7M RAUM · 7 reps · 832-585-0110 · hfgwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
RALEIGH CAPITAL MANAGEMENT INC. grew from 8 to 11 advisory reps. IAPD ↗
$320.6M RAUM · 11 reps · 919-852-1215
CRMRecruiting & transitionsComplianceFinancial planning software
71
CRESTA ADVISORS grew from 4 to 7 advisory reps. IAPD ↗
$533.1M RAUM · 7 reps · 956-267-8130
CRMRecruiting & transitionsComplianceFinancial planning software
71
S.E.E.D. PLANNING GROUP, LLC grew from 14 to 17 advisory reps. IAPD ↗
$490.9M RAUM · 17 reps · (607) 217-5091 · seedplanninggroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
MARTIN WEALTH SOLUTIONS grew from 2 to 5 advisory reps. IAPD ↗
$276.6M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
LIFEGUIDE FINANCIAL ADVISORS, LLC grew from 11 to 14 advisory reps. IAPD ↗
$455.6M RAUM · 14 reps · (717) 796-1700
CRMRecruiting & transitionsComplianceFinancial planning software
71
IMPACT INVESTORS grew from 5 to 8 advisory reps. IAPD ↗
$283.0M RAUM · 8 reps · 888-463-6861 · theimpactinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
FINANCIAL STRATEGIES GROUP, INC grew from 6 to 9 advisory reps. IAPD ↗
$550.1M RAUM · 9 reps · (800) 804-0420
CRMRecruiting & transitionsComplianceFinancial planning software
71
CREDICORP CAPITAL ADVISORS LLC grew from 7 to 10 advisory reps. IAPD ↗
$983.4M RAUM · 10 reps · 305-455-0975 · credicorpcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
BANORTE ASSET MANAGEMENT, INC. grew from 13 to 16 advisory reps. IAPD ↗
$336.9M RAUM · 16 reps · 713-980-4600
CRMRecruiting & transitionsComplianceFinancial planning software
71
VESTIA PERSONAL WEALTH ADVISORS grew from 15 to 18 advisory reps. IAPD ↗
$827.3M RAUM · 18 reps · 877-669-1126
CRMRecruiting & transitionsComplianceFinancial planning software
71
THAYER PARTNERS LLC grew from 4 to 7 advisory reps. IAPD ↗
$401.3M RAUM · 7 reps · 617-275-5430
CRMRecruiting & transitionsComplianceFinancial planning software
71
ASTON CAPITAL MANAGEMENT grew from 3 to 6 advisory reps. IAPD ↗
$553.8M RAUM · 6 reps · 305 722 5989
CRMRecruiting & transitionsComplianceFinancial planning software
71
BRIDGEWEALTH ADVISORY GROUP, LLC grew from 3 to 6 advisory reps. IAPD ↗
$740.1M RAUM · 6 reps · (559) 432-6100 · bridgewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
VAN CLEMENS WEALTH MANAGEMENT, LLC grew from 15 to 18 advisory reps. IAPD ↗
$327.2M RAUM · 18 reps · 612-758-9140 · vanclemens.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
FINANCIAL TRANSPARENCY grew from 14 to 17 advisory reps. IAPD ↗
$306.3M RAUM · 17 reps · (336) 715-3300 · financialtransparencyllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
INTELLIGENT WEALTH SOLUTIONS LLC grew from 1 to 4 advisory reps. IAPD ↗
$632.4M RAUM · 4 reps · 877-699-3258
CRMRecruiting & transitionsComplianceFinancial planning software
71
SCHORN WEALTH grew from 5 to 8 advisory reps. IAPD ↗
$367.8M RAUM · 8 reps · 610 399-1500 · schorn.net
CRMRecruiting & transitionsComplianceFinancial planning software
71
SEEDS INVESTOR LLC grew from 2 to 5 advisory reps. IAPD ↗
$485.6M RAUM · 5 reps · (212) 287-7370
CRMRecruiting & transitionsComplianceFinancial planning software
71
WHEELHOUSE ADVISORY GROUP, LLC grew from 4 to 7 advisory reps. IAPD ↗
$271.6M RAUM · 7 reps · 636-400-7889 · wheelhouseretirement.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
HILL ISLAND FINANCIAL LLC grew from 5 to 8 advisory reps. IAPD ↗
$537.0M RAUM · 8 reps · (616) 977-2639
CRMRecruiting & transitionsComplianceFinancial planning software
71
PROSPERITAS FINANCIAL, LLC grew from 13 to 16 advisory reps. IAPD ↗
$612.7M RAUM · 16 reps · 661-255-9555
CRMRecruiting & transitionsComplianceFinancial planning software
71
TRADEWINDS, LLC grew from 6 to 9 advisory reps. IAPD ↗
$560.2M RAUM · 9 reps · 919-571-2833 · tradewinds.global
CRMRecruiting & transitionsComplianceFinancial planning software
71
STONEBRIDGE WEALTH SYSTEMS LLC grew from 6 to 9 advisory reps. IAPD ↗
$276.0M RAUM · 9 reps · 308-698-0144 · stonebridgeiwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
PLATFORM WEALTH ADVISORS grew from 6 to 9 advisory reps. IAPD ↗
$328.6M RAUM · 9 reps · (385) 243-0553
CRMRecruiting & transitionsComplianceFinancial planning software
71
CARRERA CAPITAL ADVISORS grew from 6 to 9 advisory reps. IAPD ↗
$647.7M RAUM · 9 reps · 248-362-5009 · carrera-capital-advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WILMINGTON TRUST INVESTMENT MANAGEMENT grew from 12 to 17 advisory reps. IAPD ↗
$130.0M RAUM · 17 reps · (302) 651-8118
CRMRecruiting & transitionsComplianceFinancial planning software
70
UAS ASSET MANAGEMENT grew from 3 to 5 advisory reps. IAPD ↗
$449.9M RAUM · 5 reps · 212-983-5822 · uasam.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
RUSSELL INVESTMENTS grew from 118 to 135 advisory reps. IAPD ↗fund
$27.22B RAUM · 135 reps · 206-505-7877 · russellinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WESBANCO SECURITIES, INC. grew from 23 to 28 advisory reps. IAPD ↗
$166.5M RAUM · 28 reps · 8003683369
CRMRecruiting & transitionsComplianceFinancial planning software
70
MMA SECURITIES LLC grew from 87 to 110 advisory reps. IAPD ↗institutional
$0 RAUM · 110 reps · 212-345-5000 · mmaprosperwise.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CORBYN INVESTMENT MANAGEMENT INC grew from 5 to 7 advisory reps. IAPD ↗
$976.2M RAUM · 7 reps · 410-832-5500
CRMRecruiting & transitionsComplianceFinancial planning software
70
WALTER KEENAN WEALTH MANAGEMENT grew from 3 to 5 advisory reps. IAPD ↗
$844.6M RAUM · 5 reps · 574-287-5977 · walterandkeenan.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SMITHBRIDGE ASSET MANAGEMENT, INC. grew from 4 to 6 advisory reps. IAPD ↗
$665.8M RAUM · 6 reps · 610-361-9141
CRMRecruiting & transitionsComplianceFinancial planning software
70
INTRACK INVESTMENT MANAGEMENT, INC. grew from 3 to 5 advisory reps. IAPD ↗
$286.2M RAUM · 5 reps · 802-658-0625 · intrackinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HOLDERNESS INVESTMENTS CO grew from 4 to 6 advisory reps. IAPD ↗
$621.0M RAUM · 6 reps · 336-574-1400 · holdernessinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TGS FINANCIAL ADVISORS grew from 5 to 7 advisory reps. IAPD ↗
$359.4M RAUM · 7 reps · 610-892-9900
CRMRecruiting & transitionsComplianceFinancial planning software
70
FARALLON CAPITAL MANAGEMENT, L.L.C. grew from 79 to 141 advisory reps. IAPD ↗fund
$48.27B RAUM · 141 reps · 415-421-2132 · faralloncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CANYON PARTNERS REAL ESTATE LLC grew from 30 to 77 advisory reps. IAPD ↗fund
$3.27B RAUM · 77 reps · 214 253 6000 · canyonpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CANYON CAPITAL ADVISORS LLC grew from 47 to 77 advisory reps. IAPD ↗fund
$13.58B RAUM · 77 reps · 214-253-6000 · canyonpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
LAFFER TENGLER INVESTMENTS, INC. grew from 10 to 12 advisory reps. IAPD ↗
$622.0M RAUM · 12 reps · 800-838-3468 · laffertengler.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
OLD PORT ADVISORS grew from 9 to 11 advisory reps. IAPD ↗
$746.4M RAUM · 11 reps · 207-774-6552
CRMRecruiting & transitionsComplianceFinancial planning software
70
FINANCIAL ALTERNATIVES, INC. grew from 5 to 7 advisory reps. IAPD ↗
$547.8M RAUM · 7 reps · 858-459-8289 · financialalternatives.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
D. E. SHAW & CO., L.P. grew from 442 to 476 advisory reps. IAPD ↗fund
$154.59B RAUM · 476 reps · 212-478-0000
CRMRecruiting & transitionsComplianceFinancial planning software
70
SEABRIDGE INVESTMENT ADVISORS LLC grew from 8 to 10 advisory reps. IAPD ↗
$610.4M RAUM · 10 reps · 908-273-5085 · seabridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ASSEMBLY WEALTH grew from 3 to 5 advisory reps. IAPD ↗
$432.9M RAUM · 5 reps · 415-541-7774 · letsassemble.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ADAMS STREET PARTNERS, LLC grew from 142 to 157 advisory reps. IAPD ↗fund
$58.75B RAUM · 157 reps · 312-553-7890 · adamsstreetpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
DEAN ROLAND RUSSELL, LLC grew from 3 to 5 advisory reps. IAPD ↗
$314.1M RAUM · 5 reps · 858-485-8547 · drrwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
KNIGHTSBRIDGE WEALTH MANAGEMENT grew from 5 to 7 advisory reps. IAPD ↗
$833.5M RAUM · 7 reps · 949-644-4444 · knightsb.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TOWERS WATSON INVESTMENT SERVICES, INC. grew from 201 to 236 advisory reps. IAPD ↗fund
$52.22B RAUM · 236 reps · 312-288-7700 · wtwco.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
INSTITUTIONAL SHAREHOLDER SERVICES INC. grew from 1650 to 1760 advisory reps. IAPD ↗institutional
$0 RAUM · 1760 reps · 301-556-0500
CRMRecruiting & transitionsComplianceFinancial planning software
70
CAPITAL IDEAS grew from 5 to 7 advisory reps. IAPD ↗
$277.0M RAUM · 7 reps · 214-750-4400 · cap-ideas.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC grew from 5 to 7 advisory reps. IAPD ↗
$508.7M RAUM · 7 reps · 214-922-9200 · mscmfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BCS WEALTH MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗
$811.6M RAUM · 8 reps · 423-283-9821
CRMRecruiting & transitionsComplianceFinancial planning software
70
1 NORTH WEALTH SERVICES, LLC grew from 4 to 6 advisory reps. IAPD ↗
$277.6M RAUM · 6 reps · 410-975-0099
CRMRecruiting & transitionsComplianceFinancial planning software
70
CABOT PROPERTIES L.P. grew from 100 to 118 advisory reps. IAPD ↗fund
$9.29B RAUM · 118 reps · 617-723-7400 · cabotprop.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
NORTHSTAR FINANCIAL COMPANIES, INC. grew from 4 to 6 advisory reps. IAPD ↗
$443.3M RAUM · 6 reps · 610-629-6100 · northstarfci.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CONSOLIDATED FINANCIAL grew from 3 to 5 advisory reps. IAPD ↗
$516.0M RAUM · 5 reps · 614-932-0000 · investconsolidated.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE ASSET BASED FINANCE ADVISORS LP grew from 70 to 297 advisory reps. IAPD ↗fund
$53.31B RAUM · 297 reps · 212-583-5000 · blackstone.podbean.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GIBRALTAR CAPITAL MANAGEMENT, INC. grew from 10 to 12 advisory reps. IAPD ↗
$840.6M RAUM · 12 reps · 918-492-4209 · gibraltar-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
JVL WEALTH STRATEGIES grew from 6 to 8 advisory reps. IAPD ↗
$672.5M RAUM · 8 reps · 616-261-2800 · jvlwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MARATHON ASSET MANAGEMENT, L.P. grew from 92 to 115 advisory reps. IAPD ↗fund
$24.20B RAUM · 115 reps · 212-500-3000
CRMRecruiting & transitionsComplianceFinancial planning software
70
SOUND POINT LUNA LLC grew from 9 to 40 advisory reps. IAPD ↗fund
$11.41B RAUM · 40 reps · 212-895-2280 · soundpointcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FORTRESS INVESTMENT GROUP grew from 369 to 406 advisory reps. IAPD ↗fund
$76.86B RAUM · 406 reps · 212-798-6100 · fortress.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARES MANAGEMENT LLC grew from 1062 to 1092 advisory reps. IAPD ↗fund
$359.15B RAUM · 1092 reps · 310-201-4100 · aresacquisitioncorporationii.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARES CAPITAL MANAGEMENT LLC grew from 431 to 477 advisory reps. IAPD ↗fund
$85.09B RAUM · 477 reps · 310-201-4100
CRMRecruiting & transitionsComplianceFinancial planning software
70
PAPAMARKOU WELLNER PERKIN ADVISORS grew from 9 to 11 advisory reps. IAPD ↗
$357.0M RAUM · 11 reps · 212-223-2020 · papamarkou.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TPG ANGELO GORDON grew from 154 to 326 advisory reps. IAPD ↗fund
$100.72B RAUM · 326 reps · 212.692.2000 · angelogordon.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CENTRIC WEALTH MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗
$725.6M RAUM · 10 reps · 312-429-6100 · centricwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC grew from 233 to 283 advisory reps. IAPD ↗fund
$30.05B RAUM · 283 reps · 212-503-2100 · blackstone.podbean.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
AVION WEALTH grew from 8 to 10 advisory reps. IAPD ↗
$848.7M RAUM · 10 reps · 281-528-1200 · avionwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SG CAPITAL MANAGEMENT LLC grew from 5 to 7 advisory reps. IAPD ↗
$957.4M RAUM · 7 reps · 312-923-0150
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAIN CAPITAL CREDIT, LP grew from 227 to 255 advisory reps. IAPD ↗fund
$67.99B RAUM · 255 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
70
MONARCH WEALTH STRATEGIES grew from 6 to 8 advisory reps. IAPD ↗
$434.8M RAUM · 8 reps · (805) 564-0800
CRMRecruiting & transitionsComplianceFinancial planning software
70
PYA WALTMAN CAPITAL, LLC grew from 9 to 11 advisory reps. IAPD ↗
$819.3M RAUM · 11 reps · 865-693-6301
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP grew from 295 to 344 advisory reps. IAPD ↗fund
$46.49B RAUM · 344 reps · 212-503-2100
CRMRecruiting & transitionsComplianceFinancial planning software
70
THIRD POINT LLC grew from 39 to 65 advisory reps. IAPD ↗fund
$21.78B RAUM · 65 reps · 212-715-3880 · thirdpoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BALYASNY ASSET MANAGEMENT L.P. grew from 814 to 869 advisory reps. IAPD ↗fund
$265.15B RAUM · 869 reps · 312-499-2999 · youtube.com@balyasny
CRMRecruiting & transitionsComplianceFinancial planning software
70
FREEDOM DAY SOLUTIONS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$569.0M RAUM · 6 reps · 713-784-3878
CRMRecruiting & transitionsComplianceFinancial planning software
70
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC grew from 4 to 9 advisory reps. IAPD ↗
$2.0M RAUM · 9 reps · 504-520-8050 · colombim.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
OAK LANE ADVISORS grew from 6 to 8 advisory reps. IAPD ↗
$367.3M RAUM · 8 reps · 801-335-8200
CRMRecruiting & transitionsComplianceFinancial planning software
70
MARKOWSKI INVESTMENTS grew from 9 to 11 advisory reps. IAPD ↗
$410.2M RAUM · 11 reps · 813 831 5168 · truthofinvesting.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PASSIVE CAPITAL MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗
$941.5M RAUM · 8 reps · 315-478-3130 · llinkedin.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FORUM PRIVATE CLIENT GROUP grew from 5 to 7 advisory reps. IAPD ↗
$342.4M RAUM · 7 reps · 317-558-6322 · forumcu.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
APOLLO CAPITAL MANAGEMENT, L.P. grew from 774 to 842 advisory reps. IAPD ↗fund
$583.14B RAUM · 842 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
70
PARAGON FINANCIAL ADVISORS grew from 7 to 9 advisory reps. IAPD ↗
$847.0M RAUM · 9 reps · 979-693-3907 · paragon-adv.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WALSH & ASSOCIATES, LLC grew from 5 to 7 advisory reps. IAPD ↗
$660.2M RAUM · 7 reps · 941-952-1188 · walshandassociates.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
KOHLBERG KRAVIS ROBERTS & CO. L.P. grew from 638 to 671 advisory reps. IAPD ↗fund
$351.95B RAUM · 671 reps · 212-750-8300
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE LIQUID CREDIT STRATEGIES LLC grew from 263 to 325 advisory reps. IAPD ↗fund
$37.26B RAUM · 325 reps · 212-503-2100 · soundcloud.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BARRY INVESTMENT ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$712.6M RAUM · 8 reps · 888-992-8601 · barryinvestmentadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAIN CAPITAL PRIVATE EQUITY, LP grew from 389 to 419 advisory reps. IAPD ↗fund
$71.61B RAUM · 419 reps · 617-516-2318 · baincapitallifesciences.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC grew from 8 to 10 advisory reps. IAPD ↗
$603.5M RAUM · 10 reps · 877-213-7233 · safeguardinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PETERSON WEALTH ADVISORS, LLC grew from 10 to 12 advisory reps. IAPD ↗
$688.7M RAUM · 12 reps · 801-225-0000
CRMRecruiting & transitionsComplianceFinancial planning software
70
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. grew from 6 to 8 advisory reps. IAPD ↗
$310.1M RAUM · 8 reps · 877-429-4690 · fcmadvisors.net
CRMRecruiting & transitionsComplianceFinancial planning software
70
GC ADVISORS LLC grew from 228 to 255 advisory reps. IAPD ↗fund
$154.96B RAUM · 255 reps · 312-205-5050
CRMRecruiting & transitionsComplianceFinancial planning software
70
CITADEL ADVISORS LLC grew from 1132 to 1237 advisory reps. IAPD ↗fund
$445.96B RAUM · 1237 reps · 305-929-6851
CRMRecruiting & transitionsComplianceFinancial planning software
70
L&G - ASSET MANAGEMENT, AMERICA grew from 85 to 100 advisory reps. IAPD ↗fund
$233.25B RAUM · 100 reps · 312-585-0300 · am.landg.us.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CENTRAL TRUST BANK grew from 1 to 3 advisory reps. IAPD ↗
$508.6M RAUM · 3 reps · 573-634-1105
CRMRecruiting & transitionsComplianceFinancial planning software
70
DENTIST ADVISORS grew from 7 to 9 advisory reps. IAPD ↗
$461.8M RAUM · 9 reps · 801-748-1243
CRMRecruiting & transitionsComplianceFinancial planning software
70
BROOKFIELD ASSET MANAGEMENT PIC US, LLC grew from 1592 to 1610 advisory reps. IAPD ↗fund
$92.29B RAUM · 1610 reps · 212-417-7000 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE LIQUID CREDIT ADVISORS I LLC grew from 240 to 304 advisory reps. IAPD ↗fund
$38.91B RAUM · 304 reps · 212-503-2100 · mp.weixin.qq.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FLYNN ZITO CAPITAL MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗
$672.3M RAUM · 8 reps · (516) 746-9000
CRMRecruiting & transitionsComplianceFinancial planning software
70
HUDSON BAY CAPITAL MANAGEMENT LP grew from 100 to 137 advisory reps. IAPD ↗fund
$33.89B RAUM · 137 reps · (475) 900-9550 · hudsonbaycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
VERITION FUND MANAGEMENT LLC grew from 293 to 414 advisory reps. IAPD ↗fund
$130.51B RAUM · 414 reps · 203-742-7700
CRMRecruiting & transitionsComplianceFinancial planning software
70
CENTERPOINT ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$687.7M RAUM · 8 reps · (781) 400-1748
CRMRecruiting & transitionsComplianceFinancial planning software
70
THE STERLING GROUP, L.P. grew from 46 to 70 advisory reps. IAPD ↗fund
$9.51B RAUM · 70 reps · 713-877-8257 · sterling-group.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC grew from 184 to 206 advisory reps. IAPD ↗fund
$116.11B RAUM · 206 reps · 212-810-5300 · global-infra.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
LBC CREDIT PARTNERS grew from 47 to 102 advisory reps. IAPD ↗fund
$3.26B RAUM · 102 reps · 215-972-8900 · lbccredit.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CLEARLAKE CAPITAL GROUP, L.P. grew from 35 to 64 advisory reps. IAPD ↗fund
$79.58B RAUM · 64 reps · 310-400-8800 · clearlake.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MILLENNIUM MANAGEMENT LLC grew from 2660 to 2892 advisory reps. IAPD ↗fund
$571.11B RAUM · 2892 reps · 212-841-4100 · millenniummanagementllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
AFFINIUS CAPITAL grew from 64 to 279 advisory reps. IAPD ↗fund
$10.99B RAUM · 279 reps · 212-605-1000 · affiniuscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
JAMESTOWN, L.P. grew from 61 to 106 advisory reps. IAPD ↗fund
$7.15B RAUM · 106 reps · 770-805-1000 · jamestown.de
CRMRecruiting & transitionsComplianceFinancial planning software
70
LS POWER EQUITY ADVISORS, LLC grew from 95 to 139 advisory reps. IAPD ↗fund
$12.42B RAUM · 139 reps · 212-615-3456
CRMRecruiting & transitionsComplianceFinancial planning software
70
STONEPEAK grew from 125 to 154 advisory reps. IAPD ↗fund
$70.70B RAUM · 154 reps · 212-907-5100
CRMRecruiting & transitionsComplianceFinancial planning software
70
TPG CAPITAL ADVISORS, LLC grew from 350 to 386 advisory reps. IAPD ↗fund
$119.01B RAUM · 386 reps · 817-871-4000
CRMRecruiting & transitionsComplianceFinancial planning software
70
TUDOR INVESTMENT CORPORATION grew from 183 to 232 advisory reps. IAPD ↗fund
$83.57B RAUM · 232 reps · 203-863-6700
CRMRecruiting & transitionsComplianceFinancial planning software
70
RA CAPITAL MANAGEMENT, LP grew from 80 to 96 advisory reps. IAPD ↗fund
$12.63B RAUM · 96 reps · 617-778-2500 · racap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CHARLESBANK CAPITAL PARTNERS, LLC grew from 89 to 104 advisory reps. IAPD ↗fund
$19.80B RAUM · 104 reps · 617-619-5400
CRMRecruiting & transitionsComplianceFinancial planning software
70
CLAYTON, DUBILIER & RICE, LLC grew from 131 to 157 advisory reps. IAPD ↗fund
$82.15B RAUM · 157 reps · (212) 407-5200
CRMRecruiting & transitionsComplianceFinancial planning software
70
GREYSTAR INVESTMENT GROUP, LLC grew from 369 to 551 advisory reps. IAPD ↗fund
$30.88B RAUM · 551 reps · 843-579-9400
CRMRecruiting & transitionsComplianceFinancial planning software
70
COMVEST ADVISORS LLC grew from 80 to 101 advisory reps. IAPD ↗fund
$3.58B RAUM · 101 reps · 561-727-2000 · comvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BDT CAPITAL PARTNERS grew from 189 to 208 advisory reps. IAPD ↗fund
$49.45B RAUM · 208 reps · 312-660-7300 · bdtmsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GRAHAM CAPITAL MANAGEMENT, L.P. grew from 78 to 98 advisory reps. IAPD ↗fund
$28.54B RAUM · 98 reps · 203-899-3400 · grahamcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BERKSHIRE PROPERTY ADVISORS, LLC grew from 58 to 73 advisory reps. IAPD ↗fund
$15.46B RAUM · 73 reps · 617-646-2300 · berkshireresidentialinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TRIVEST INVESTMENT ADVISORS, LLC grew from 45 to 66 advisory reps. IAPD ↗fund
$5.91B RAUM · 66 reps · 305-858-2200
CRMRecruiting & transitionsComplianceFinancial planning software
70
MSD PARTNERS, L.P. grew from 189 to 208 advisory reps. IAPD ↗fund
$23.13B RAUM · 208 reps · 212-303-1650 · bdtmsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
A.G. CAMPBELL ADVISORY, LLC grew from 3 to 5 advisory reps. IAPD ↗
$345.0M RAUM · 5 reps · 410-779-1253 · agcadvisory.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL REAL ESTATE CAPITAL LLC grew from 30 to 110 advisory reps. IAPD ↗fund
$52.79B RAUM · 110 reps · (212) 419-3000 · blueowlproducts.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SILVERLAKE WEALTH MANAGEMENT LLC grew from 7 to 9 advisory reps. IAPD ↗
$572.7M RAUM · 9 reps · (802) 857-5083
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC grew from 98 to 108 advisory reps. IAPD ↗institutional
$6.52B RAUM · 108 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
70
REBEL FINANCIAL, LLC grew from 5 to 7 advisory reps. IAPD ↗
$314.0M RAUM · 7 reps · 614-441-9605 · auditmy401k.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
I SQUARED CAPITAL ADVISORS (US) LLC grew from 196 to 253 advisory reps. IAPD ↗fund
$60.09B RAUM · 253 reps · (786) 693-5700
CRMRecruiting & transitionsComplianceFinancial planning software
70
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$407.2M RAUM · 7 reps · 301-990-4395
CRMRecruiting & transitionsComplianceFinancial planning software
70
TREXQUANT INVESTMENT LP grew from 75 to 102 advisory reps. IAPD ↗fund
$11.39B RAUM · 102 reps · 203-817-0551 · trexquant.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FORTIS CAPITAL MANAGEMENT LLC grew from 9 to 11 advisory reps. IAPD ↗
$726.3M RAUM · 11 reps · 425-453-5010
CRMRecruiting & transitionsComplianceFinancial planning software
70
ENGINEERS GATE MANAGER LP grew from 65 to 105 advisory reps. IAPD ↗fund
$13.57B RAUM · 105 reps · 646-757-2800
CRMRecruiting & transitionsComplianceFinancial planning software
70
GRANDVIEW ASSET MANAGEMENT LLC grew from 2 to 4 advisory reps. IAPD ↗
$340.0M RAUM · 4 reps · 717-541-1000 · inspiretoretire.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
O'DONNELL FINANCIAL SERVICES, LLC grew from 2 to 4 advisory reps. IAPD ↗
$343.1M RAUM · 4 reps · 8664962300
CRMRecruiting & transitionsComplianceFinancial planning software
70
STERLING INVESTMENT MANAGEMENT grew from 24 to 46 advisory reps. IAPD ↗fund
$2.28B RAUM · 46 reps · 561-835-1810 · sterlingorganization.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY grew from 11 to 16 advisory reps. IAPD ↗
$220.3M RAUM · 16 reps · 866-929-3258 · walserwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ANTARES CAPITAL ADVISERS LLC grew from 205 to 261 advisory reps. IAPD ↗fund
$41.53B RAUM · 261 reps · (312) 889-9920
CRMRecruiting & transitionsComplianceFinancial planning software
70
HPS INVESTMENT PARTNERS, LLC grew from 283 to 346 advisory reps. IAPD ↗fund
$155.79B RAUM · 346 reps · 212-287-6767 · hpspartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL CREDIT ADVISORS LLC grew from 130 to 210 advisory reps. IAPD ↗fund
$57.08B RAUM · 210 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WHIPPLEWOOD ADVISORS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$288.0M RAUM · 7 reps · 303-989-7600
CRMRecruiting & transitionsComplianceFinancial planning software
70
POINT72 ASSET MANAGEMENT, L.P. grew from 1271 to 1431 advisory reps. IAPD ↗fund
$220.93B RAUM · 1431 reps · 203-890-2000 · careers.point72.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GUGGENHEIM WEALTH SOLUTIONS, LLC grew from 0 to 5 advisory reps. IAPD ↗
$31.4M RAUM · 5 reps · 310-576-1270 · guggenheimpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FWG INVESTMENTS, LLC grew from 8 to 10 advisory reps. IAPD ↗
$250.1M RAUM · 10 reps · 859-309-0349 · thefamilywealthgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SGH WEALTH MANAGEMENT grew from 4 to 6 advisory reps. IAPD ↗
$453.7M RAUM · 6 reps · (248) 731-0029
CRMRecruiting & transitionsComplianceFinancial planning software
70
SMART MONEY GROUP, LLC grew from 7 to 9 advisory reps. IAPD ↗
$368.9M RAUM · 9 reps · 254-629-3866 · kennedy-financial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
Q3 ADVISORS, LLC grew from 7 to 12 advisory reps. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
CRMRecruiting & transitionsComplianceFinancial planning software
70
CLARK ASSET MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$778.3M RAUM · 6 reps · 603-237-1341
CRMRecruiting & transitionsComplianceFinancial planning software
70
MAXIMAI INVESTMENT PARTNERS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$538.7M RAUM · 6 reps · 786-332-6050 · maximaipartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MAYTECH GLOBAL INVESTMENTS grew from 2 to 4 advisory reps. IAPD ↗
$848.5M RAUM · 4 reps · 212-899-2730 · maytechglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC grew from 2 to 21 advisory reps. IAPD ↗fund
$4.40B RAUM · 21 reps · 212-661-6990 · primarywave.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CLEAR CREEK ADVISORS grew from 5 to 7 advisory reps. IAPD ↗
$548.3M RAUM · 7 reps · (720) 642-8348
CRMRecruiting & transitionsComplianceFinancial planning software
70
GC OPAL ADVISORS LLC grew from 259 to 290 advisory reps. IAPD ↗fund
$118.27B RAUM · 290 reps · 312.205.5050
CRMRecruiting & transitionsComplianceFinancial planning software
70
CALIGAN PARTNERS grew from 3 to 5 advisory reps. IAPD ↗
$419.0M RAUM · 5 reps · 646-859-8204 · caliganpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PEAK PLANNING GROUP, LLC grew from 3 to 5 advisory reps. IAPD ↗
$650.9M RAUM · 5 reps · 303-991-0056 · peakplan.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TERRA REIT ADVISORS, LLC grew from 0 to 17 advisory reps. IAPD ↗fund
$1.17B RAUM · 17 reps · 212-753-5100 · tcp-us.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC grew from 116 to 147 advisory reps. IAPD ↗fund
$51.27B RAUM · 147 reps · 561-544-7475 · digitalbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
EQ WEALTH MANAGEMENT grew from 6 to 8 advisory reps. IAPD ↗
$723.0M RAUM · 8 reps · 425-434-1000
CRMRecruiting & transitionsComplianceFinancial planning software
70
STG PARTNERS, LLC grew from 70 to 88 advisory reps. IAPD ↗fund
$11.97B RAUM · 88 reps · 650-935-9500 · stgpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TREEHOUSE WEALTH ADVISORS grew from 3 to 5 advisory reps. IAPD ↗
$537.0M RAUM · 5 reps · 415-887-1416
CRMRecruiting & transitionsComplianceFinancial planning software
70
FIDELIS WEALTH ADVISORS grew from 4 to 6 advisory reps. IAPD ↗
$253.2M RAUM · 6 reps · 303-800-4683
CRMRecruiting & transitionsComplianceFinancial planning software
70
FS/EIG ADVISOR, LLC grew from 20 to 30 advisory reps. IAPD ↗institutional
$2.27B RAUM · 30 reps · 215-220-6651 · fsinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SOUND POINT CLO C-MOA, LLC grew from 15 to 37 advisory reps. IAPD ↗fund
$8.19B RAUM · 37 reps · 212-895-2280
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC grew from 130 to 210 advisory reps. IAPD ↗fund
$7.06B RAUM · 210 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC grew from 130 to 210 advisory reps. IAPD ↗fund
$33.60B RAUM · 210 reps · (212) 419-3000
CRMRecruiting & transitionsComplianceFinancial planning software
70
MERKLE RETIREMENT PLANNING grew from 5 to 7 advisory reps. IAPD ↗
$428.5M RAUM · 7 reps · 515-278-4110 · anchor.fm
CRMRecruiting & transitionsComplianceFinancial planning software
70
BOSTON FAMILY ADVISORS LLC grew from 4 to 6 advisory reps. IAPD ↗
$284.9M RAUM · 6 reps · (617) 963-0904
CRMRecruiting & transitionsComplianceFinancial planning software
70
WICK CAPITAL PARTNERS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$565.3M RAUM · 11 reps · 215-302-3535 · wickcapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HOHIMER WEALTH MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗
$993.7M RAUM · 8 reps · 206-709-5955
CRMRecruiting & transitionsComplianceFinancial planning software
70
KINLOCH CAPITAL, LLC grew from 3 to 5 advisory reps. IAPD ↗
$252.4M RAUM · 5 reps · 804-956-4550 · kinlochcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SELDON CAPITAL LP grew from 3 to 5 advisory reps. IAPD ↗
$536.3M RAUM · 5 reps · 209-683-3109 #804
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE CLO MANAGEMENT LLC grew from 238 to 303 advisory reps. IAPD ↗fund
$10.42B RAUM · 303 reps · 212-503-2100 · blackstone.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PHD RETIREMENT CONSULTING grew from 1 to 3 advisory reps. IAPD ↗
$398.4M RAUM · 3 reps · 844-743-4015 · planhealthdesign.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HERON BAY CAPITAL MANAGEMENT grew from 4 to 6 advisory reps. IAPD ↗
$605.2M RAUM · 6 reps · 248-970-0900
CRMRecruiting & transitionsComplianceFinancial planning software
70
SWAN CAPITAL grew from 2 to 4 advisory reps. IAPD ↗
$268.9M RAUM · 4 reps · (850) 380-9558
CRMRecruiting & transitionsComplianceFinancial planning software
70
TSG ADVICE PARTNERS, LLC grew from 10 to 12 advisory reps. IAPD ↗
$762.2M RAUM · 12 reps · (614) 697-2750
CRMRecruiting & transitionsComplianceFinancial planning software
70
CORE ADVISORY GROUP grew from 8 to 10 advisory reps. IAPD ↗
$296.8M RAUM · 10 reps · 803-324-5464 · kingwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARCTOS PARTNERS grew from 45 to 60 advisory reps. IAPD ↗fund
$14.11B RAUM · 60 reps · 972-918-3800
CRMRecruiting & transitionsComplianceFinancial planning software
70
AQUATIC CAPITAL MANAGEMENT LLC grew from 66 to 87 advisory reps. IAPD ↗fund
$5.45B RAUM · 87 reps · 312-858-6200 · aquatic.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALPHA CAPITAL FAMILY OFFICE, LLC grew from 3 to 8 advisory reps. IAPD ↗
$217.4M RAUM · 8 reps · 303-900-1911 · acfamilyoffice.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC grew from 130 to 210 advisory reps. IAPD ↗fund
$4.10B RAUM · 210 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CLOVER CREDIT MANAGEMENT, LLC grew from 238 to 303 advisory reps. IAPD ↗fund
$3.57B RAUM · 303 reps · 212-503-2100 · blackstone.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CAPSHIFT ADVISORS grew from 8 to 10 advisory reps. IAPD ↗
$495.2M RAUM · 10 reps · 617-865-5096 · capshift.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
STONE POINT CREDIT ADVISER LLC grew from 40 to 55 advisory reps. IAPD ↗fund
$8.07B RAUM · 55 reps · 203-862-2900 · stonepoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
RISKBRIDGE ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$833.8M RAUM · 8 reps · (203) 658-6055 · riskbridgeadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MILESTONE ASSET MANAGEMENT, LLC grew from 9 to 11 advisory reps. IAPD ↗
$546.3M RAUM · 11 reps · 412-643-3058
CRMRecruiting & transitionsComplianceFinancial planning software
70
MERIWETHER WEALTH & PLANNING, LLC grew from 4 to 6 advisory reps. IAPD ↗
$263.2M RAUM · 6 reps · 318-377-1803
CRMRecruiting & transitionsComplianceFinancial planning software
70
OBJECTIVITY SQUARED WEALTH MANAGEMENT grew from 2 to 4 advisory reps. IAPD ↗
$401.1M RAUM · 4 reps · (843) 212-2805 · objectivitysquared.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
COMVEST CREDIT ADVISORS, LLC grew from 80 to 101 advisory reps. IAPD ↗fund
$8.41B RAUM · 101 reps · 561-727-2000
CRMRecruiting & transitionsComplianceFinancial planning software
70
PERCHERON CAPITAL grew from 37 to 54 advisory reps. IAPD ↗fund
$3.59B RAUM · 54 reps · (415)738-4340 · percheroncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
UNIQUE WEALTH, LLC grew from 9 to 11 advisory reps. IAPD ↗
$766.5M RAUM · 11 reps · 813-816-2030 · uniquewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
COMMONWEALTH CREDIT ADVISORS, LLC grew from 80 to 101 advisory reps. IAPD ↗fund
$1.86B RAUM · 101 reps · 561-727-2000
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC grew from 998 to 1027 advisory reps. IAPD ↗fund
$92.25B RAUM · 1027 reps · 2124177000 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALLEGIANCE FINANCIAL GROUP grew from 4 to 6 advisory reps. IAPD ↗
$505.0M RAUM · 6 reps · (703) 242-7900
CRMRecruiting & transitionsComplianceFinancial planning software
70
FACTOR INVESTING GROUP grew from 2 to 4 advisory reps. IAPD ↗
$309.5M RAUM · 4 reps · (508) 366-6040 · factorig.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GENERATE ADVISORS, LLC grew from 11 to 44 advisory reps. IAPD ↗fund
$7.65B RAUM · 44 reps · 212-782-3480
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC grew from 130 to 210 advisory reps. IAPD ↗fund
$6.82B RAUM · 210 reps · (212) 419-3000 · otic.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARIS MANAGEMENT, LLC grew from 774 to 842 advisory reps. IAPD ↗fund
$1.25B RAUM · 842 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
70
TRIFECTA CAPITAL ADVISORS, LLC grew from 1 to 3 advisory reps. IAPD ↗
$712.2M RAUM · 3 reps · 1-847-495-2464
CRMRecruiting & transitionsComplianceFinancial planning software
70
ENTREWEALTH grew from 4 to 9 advisory reps. IAPD ↗
$222.6M RAUM · 9 reps · 512-240-2244 · jeffsocha.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. grew from 3 to 23 advisory reps. IAPD ↗fund
$7.32B RAUM · 23 reps · 212-583-5000 · bxpef.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GUTIERREZ WEALTH ADVISORY, LLC grew from 2 to 4 advisory reps. IAPD ↗
$280.3M RAUM · 4 reps · (501) 451-6900 · gutierrezwealthadvisory.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GALAPAGOS ADVISORY LLC grew from 2 to 4 advisory reps. IAPD ↗
$274.9M RAUM · 4 reps · 3055155878 · galapagoscapital.us
CRMRecruiting & transitionsComplianceFinancial planning software
70
FRUITFUL grew from 10 to 15 advisory reps. IAPD ↗
$9.3M RAUM · 15 reps · 833-784-8050
CRMRecruiting & transitionsComplianceFinancial planning software
70
REALTERM grew from 87 to 106 advisory reps. IAPD ↗fund
$10.01B RAUM · 106 reps · 410-280-1100 · realterm.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
26NORTH grew from 35 to 59 advisory reps. IAPD ↗fund
$26.06B RAUM · 59 reps · 212-257-5220
CRMRecruiting & transitionsComplianceFinancial planning software
70
CARAVELA ENERGY PARTNERS LP grew from 5 to 7 advisory reps. IAPD ↗
$516.6M RAUM · 7 reps · 203-200-0636
CRMRecruiting & transitionsComplianceFinancial planning software
70
ABRA CAPITAL MANAGEMENT, LP grew from 4 to 6 advisory reps. IAPD ↗
$700.6M RAUM · 6 reps · 707-340-3722
CRMRecruiting & transitionsComplianceFinancial planning software
70
CHANNEL WEALTH, LLC grew from 8 to 10 advisory reps. IAPD ↗
$833.0M RAUM · 10 reps · 805-898-0893 · channelwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TWIN PEAKS WEALTH ADVISORS grew from 7 to 9 advisory reps. IAPD ↗
$410.4M RAUM · 9 reps · (650) 200-0308
CRMRecruiting & transitionsComplianceFinancial planning software
70
STENGER FAMILY OFFICE, LLC grew from 5 to 7 advisory reps. IAPD ↗
$433.4M RAUM · 7 reps · 630-912-8295 · stengerfamilyoffice.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ELEVATUS WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$438.1M RAUM · 6 reps · 585-565-4450 · elevatuswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
AMPLIFY FINANCIAL, LLC grew from 1 to 3 advisory reps. IAPD ↗
$268.8M RAUM · 3 reps · 602-562-7800
CRMRecruiting & transitionsComplianceFinancial planning software
70
THREE SEASONS WEALTH grew from 4 to 6 advisory reps. IAPD ↗
$361.7M RAUM · 6 reps · 801-662-0585 · threeseasonswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC grew from 295 to 344 advisory reps. IAPD ↗fund
$28.30B RAUM · 344 reps · 212-503-2100
CRMRecruiting & transitionsComplianceFinancial planning software
70
CAZ INVESTMENTS REGISTERED ADVISER LLC grew from 34 to 56 advisory reps. IAPD ↗institutional
$179.9M RAUM · 56 reps · 713-403-8250
CRMRecruiting & transitionsComplianceFinancial planning software
70
FREESTONE GROVE PARTNERS LP grew from 53 to 75 advisory reps. IAPD ↗fund
$11.63B RAUM · 75 reps · 4159074100 · fgrovep.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
POSTROCK PARTNERS LLC grew from 2 to 4 advisory reps. IAPD ↗
$449.7M RAUM · 4 reps · (913) 308-8030 · postrockpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
POTENTIA WEALTH grew from 6 to 8 advisory reps. IAPD ↗
$485.5M RAUM · 8 reps · 408-288-7886 · potentiawealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC grew from 102 to 121 advisory reps. IAPD ↗fund
$4.59B RAUM · 121 reps · 833-259-7511
CRMRecruiting & transitionsComplianceFinancial planning software
70
BROADSTREET FAMILY OFFICE LLC grew from 1 to 6 advisory reps. IAPD ↗
$21.5M RAUM · 6 reps · (914) 427-8036 · broadstreetfamilyoffice.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CARNEGIE LAKE ADVISORS LLC grew from 5 to 7 advisory reps. IAPD ↗
$374.4M RAUM · 7 reps · 201-240-6443
CRMRecruiting & transitionsComplianceFinancial planning software
70
JAIN GLOBAL LLC grew from 103 to 139 advisory reps. IAPD ↗fund
$19.42B RAUM · 139 reps · 212-671-4011 · jainglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BDT & MSD BDC MANAGEMENT, LLC grew from 189 to 208 advisory reps. IAPD ↗institutional
$0 RAUM · 208 reps · 212-303-1650 · bdtmsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BURLING WEALTH PARTNERS grew from 5 to 7 advisory reps. IAPD ↗
$768.0M RAUM · 7 reps · 1-312-825-0262 · burlingwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC grew from 170 to 210 advisory reps. IAPD ↗institutional
$0 RAUM · 210 reps · (212) 419-3000
CRMRecruiting & transitionsComplianceFinancial planning software
69
R. F. LAFFERTY & CO., INC. grew from 6 to 10 advisory reps. IAPD ↗
$153.0M RAUM · 10 reps · 212-293-9090 · rflafferty.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
CREWS & ASSOCIATES, INC. grew from 16 to 20 advisory reps. IAPD ↗
$149.4M RAUM · 20 reps · 501-907-2000 · crewsfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
BRIDGEWATER ASSOCIATES, LP grew from 239 to 253 advisory reps. IAPD ↗fund
$136.49B RAUM · 253 reps · 203-226-3030
CRMRecruiting & transitionsComplianceFinancial planning software
69
KAHLER FINANCIAL GROUP, INC. grew from 3 to 7 advisory reps. IAPD ↗
$173.9M RAUM · 7 reps · 605-343-1400
CRMRecruiting & transitionsComplianceFinancial planning software
69
PALOMA PARTNERS MANAGEMENT COMPANY grew from 20 to 34 advisory reps. IAPD ↗fund
$20.80B RAUM · 34 reps · 203-862-8000
CRMRecruiting & transitionsComplianceFinancial planning software
69
WARBURG PINCUS LLC grew from 271 to 285 advisory reps. IAPD ↗fund
$97.24B RAUM · 285 reps · 212-878-0600
CRMRecruiting & transitionsComplianceFinancial planning software
69
TJC LP grew from 63 to 77 advisory reps. IAPD ↗fund
$31.84B RAUM · 77 reps · 212 572-0800
CRMRecruiting & transitionsComplianceFinancial planning software
69
STRATEGIC WEALTH ADVISORS GROUP, INC. grew from 2 to 6 advisory reps. IAPD ↗
$140.2M RAUM · 6 reps · 586-203-2275 · swaganalysis.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
PRUDENTIAL SELECT STRATEGIES LLC grew from 36 to 45 advisory reps. IAPD ↗institutional
$21.72B RAUM · 45 reps · 973-802-3137
CRMRecruiting & transitionsComplianceFinancial planning software
69
REVERE CAPITAL MANAGEMENT LP grew from 11 to 15 advisory reps. IAPD ↗
$96.5M RAUM · 15 reps · 214-227-9337 · reverecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
HUNTER POINT CAPITAL LP grew from 31 to 45 advisory reps. IAPD ↗fund
$5.50B RAUM · 45 reps · (212) 970-0700 · hunterpointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
DOMAIN MONEY ADVISORS, LLC grew from 5 to 9 advisory reps. IAPD ↗
$0 RAUM · 9 reps · 646-970-6926
CRMRecruiting & transitionsComplianceFinancial planning software
69
VISDOM INVESTMENT GROUP LLC grew from 1 to 5 advisory reps. IAPD ↗
$183.5M RAUM · 5 reps · (203) 803-7222
CRMRecruiting & transitionsComplianceFinancial planning software
69
ALPINVEST US HOLDINGS, LLC grew from 92 to 106 advisory reps. IAPD ↗fund
$47.07B RAUM · 106 reps · (646) 735-4293
CRMRecruiting & transitionsComplianceFinancial planning software
68
VICTORY WEALTH PARTNERS grew from 2 to 5 advisory reps. IAPD ↗
$102.6M RAUM · 5 reps · 856-464-3100
CRMRecruiting & transitionsComplianceFinancial planning software
68
QUANTUM FINANCIAL ADVISORS INC grew from 4 to 7 advisory reps. IAPD ↗
$163.7M RAUM · 7 reps · 301-296-6203 · instragram.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ANCHOR BAY CAPITAL, INC. grew from 2 to 5 advisory reps. IAPD ↗
$219.4M RAUM · 5 reps · 760-602-3470 · anchorbaycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
DRAPER ASSET MANAGEMENT, LLC grew from 1 to 4 advisory reps. IAPD ↗
$195.6M RAUM · 4 reps · 631-361-4925
CRMRecruiting & transitionsComplianceFinancial planning software
68
PRIVATE CLIENT GROUP ASSET MANAGEMENT grew from 1 to 4 advisory reps. IAPD ↗
$136.2M RAUM · 4 reps · 908-719-3024 · privateclientgroupam.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ELE ADVISORY SERVICES, INC grew from 11 to 14 advisory reps. IAPD ↗
$125.5M RAUM · 14 reps · 248-356-6555 · elewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
LANIER FINANCIAL GROUP LLC grew from 5 to 8 advisory reps. IAPD ↗
$208.4M RAUM · 8 reps · 404-882-2628 · lanierfinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
DESERT ROSE CAPITAL MANAGEMENT, INC. grew from 8 to 11 advisory reps. IAPD ↗
$112.7M RAUM · 11 reps · 208 297-2710 · desertrosecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
BEACON WEALTH CONSULTANTS, INC. grew from 12 to 15 advisory reps. IAPD ↗
$236.9M RAUM · 15 reps · 540-345-3891 · lightpointportfoliosolutions.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ROARK CAPITAL MANAGEMENT, LLC grew from 87 to 100 advisory reps. IAPD ↗fund
$32.56B RAUM · 100 reps · 404-591-5200 · roarkcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
SYMPHONY TECHNOLOGY GROUP, LLC grew from 71 to 89 advisory reps. IAPD ↗fund
$340.9M RAUM · 89 reps · 650-935-9500
CRMRecruiting & transitionsComplianceFinancial planning software
68
VIRTUS REAL ESTATE LLC grew from 7 to 33 advisory reps. IAPD ↗fund
$722.6M RAUM · 33 reps · 512-891-1230 · virtusre.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
PT CAPITAL ADVISORS, LLC grew from 2 to 5 advisory reps. IAPD ↗
$121.0M RAUM · 5 reps · 907-433-6600 · ptcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC grew from 1175 to 1219 advisory reps. IAPD ↗fund
$816.0M RAUM · 1219 reps · 212-417-7000 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
MONTICELLOAM, LLC grew from 49 to 62 advisory reps. IAPD ↗fund
$1.72B RAUM · 62 reps · 646-844-3600
CRMRecruiting & transitionsComplianceFinancial planning software
68
LPK INVESTMENT GROUP, LLP grew from 15 to 18 advisory reps. IAPD ↗
$98.0M RAUM · 18 reps · 646-363-6433 · lpkinvestmentgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
FIVE ARROWS MANAGERS (USA) LLC grew from 25 to 40 advisory reps. IAPD ↗fund
$993.7M RAUM · 40 reps · 212-300-1999
CRMRecruiting & transitionsComplianceFinancial planning software
68
WEALTHJAR INVESTMENT ADVISORY, LLC grew from 6 to 9 advisory reps. IAPD ↗
$5.3M RAUM · 9 reps · (808) 585-7788 · mywealthjar.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
MARINER WEALTH grew from 37 to 50 advisory reps. IAPD ↗institutional
$0 RAUM · 50 reps · 913-904-5700 · mariner.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
RESOLUTE CAPITAL, LLC grew from 7 to 10 advisory reps. IAPD ↗
$188.7M RAUM · 10 reps · (864) 800-1831 · retiretrunorth.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
EQUILIBRIUM VENTURES, LLC grew from 3 to 6 advisory reps. IAPD ↗
$137.3M RAUM · 6 reps · 917-352-3902
CRMRecruiting & transitionsComplianceFinancial planning software
68
LSB WEALTH MANAGEMENT grew from 7 to 10 advisory reps. IAPD ↗
$173.0M RAUM · 10 reps · 515-327-9922 · mylsbcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
MY PROSPER TEAM grew from 3 to 6 advisory reps. IAPD ↗
$52.5M RAUM · 6 reps · 801-889-1341
CRMRecruiting & transitionsComplianceFinancial planning software
68
SIGNAL TREE FINANCIAL PARTNERS LLC grew from 3 to 6 advisory reps. IAPD ↗
$171.2M RAUM · 6 reps · (330) 590-5937
CRMRecruiting & transitionsComplianceFinancial planning software
68
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC grew from 855 to 914 advisory reps. IAPD ↗fund
$409.7M RAUM · 914 reps · 212-417-7000 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
INTEGRATED WEALTHCARE, LLC grew from 1 to 4 advisory reps. IAPD ↗
$144.9M RAUM · 4 reps · 866-694-6292
CRMRecruiting & transitionsComplianceFinancial planning software
68
FIDELITY DIVERSIFYING SOLUTIONS LLC grew from 22 to 35 advisory reps. IAPD ↗fund
$9.66B RAUM · 35 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
68
BLUEPRINT FINANCIAL ADVISORS grew from 14 to 17 advisory reps. IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
NUCLO WEALTH grew from 3 to 6 advisory reps. IAPD ↗
$235.4M RAUM · 6 reps · 281 857-6435 · nuclowealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
MOSLEY WEALTH MANAGEMENT, INC. grew from 5 to 8 advisory reps. IAPD ↗
$185.1M RAUM · 8 reps · (714) 421-4288
CRMRecruiting & transitionsComplianceFinancial planning software
68
DAVIVIENDA ADVISORS grew from 2 to 5 advisory reps. IAPD ↗
$109.2M RAUM · 5 reps · 786-238-7925 · daviviendaadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
COINBASE ASSET MANAGEMENT, LLC grew from 6 to 9 advisory reps. IAPD ↗
$87.9M RAUM · 9 reps · (203) 489-1450
CRMRecruiting & transitionsComplianceFinancial planning software
68
COMVEST CREDIT MANAGERS, LLC grew from 80 to 101 advisory reps. IAPD ↗fund
$973.6M RAUM · 101 reps · (561) 727-2000 · comvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
BROADSTREET GLOBAL ADVISORS, INC. grew from 4 to 7 advisory reps. IAPD ↗
$118.3M RAUM · 7 reps · 914-427-8036 · broadstreetglobaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
BLUE OWL STRATEGIC EQUITY ADVISORS LLC grew from 130 to 210 advisory reps. IAPD ↗fund
$310.1M RAUM · 210 reps · (212) 419-3000
CRMRecruiting & transitionsComplianceFinancial planning software
68
SPHINX INVESTMENTS LLC grew from 1 to 4 advisory reps. IAPD ↗
$64.7M RAUM · 4 reps · 833-247-7833 · sphinx.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
STORYONE FAMILY OFFICE grew from 2 to 5 advisory reps. IAPD ↗
$143.5M RAUM · 5 reps · 913-544-0600 · story-one.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
SANDRO WEALTH MANAGEMENT LLC grew from 2 to 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 2016613416 · sandrowealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
TRITONPOINT PARTNERS, LLC grew from 1 to 4 advisory reps. IAPD ↗
$110.3M RAUM · 4 reps · 301-799-9001 · tritonpointwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
CREATIVE INVESTMENT GROUP grew from 3 to 6 advisory reps. IAPD ↗
$145.8M RAUM · 6 reps · 615 949 9629 · creativeinvests.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
EXCELSIOR ADVISOR NETWORK LLC grew from 1 to 4 advisory reps. IAPD ↗
$109.5M RAUM · 4 reps · 773-331-4692 · excelsioradvisor.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
RUSSELL INVESTMENTS grew from 115 to 122 advisory reps. IAPD ↗institutional
$79.68B RAUM · 122 reps · 206-505-7877 · russellinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PITTSBURGH FINANCIAL PLANNERS, INC. grew from 2 to 4 advisory reps. IAPD ↗
$160.6M RAUM · 4 reps · 412-220-1690
CRMRecruiting & transitionsComplianceFinancial planning software
67
CIFC INVESTMENT MANAGEMENT LLC grew from 93 to 102 advisory reps. IAPD ↗institutional
$915.0M RAUM · 102 reps · 786-652-3250
CRMRecruiting & transitionsComplianceFinancial planning software
67
SCULPTOR CAPITAL LP grew from 94 to 106 advisory reps. IAPD ↗fund
$44.26B RAUM · 106 reps · 212-790-0000
CRMRecruiting & transitionsComplianceFinancial planning software
67
MEKETA INVESTMENT GROUP INC grew from 109 to 116 advisory reps. IAPD ↗institutional
$11.41B RAUM · 116 reps · 781-471-3500 · meketa.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
THE PLANNER'S EDGE LLC grew from 1 to 3 advisory reps. IAPD ↗
$186.7M RAUM · 3 reps · 206-232-4500 · theplannersedge.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ANDREWS ADVISORY ASSOCIATES, LLC grew from 2 to 4 advisory reps. IAPD ↗
$236.4M RAUM · 4 reps · 808-521-4015
CRMRecruiting & transitionsComplianceFinancial planning software
67
FINANCIAL PLANNING SERVICES grew from 5 to 7 advisory reps. IAPD ↗
$179.2M RAUM · 7 reps · 260-469-3218
CRMRecruiting & transitionsComplianceFinancial planning software
67
DELTA FINANCIAL ADVISORS, INC grew from 3 to 5 advisory reps. IAPD ↗
$208.5M RAUM · 5 reps · 301-962-0480
CRMRecruiting & transitionsComplianceFinancial planning software
67
ENGLESON & ASSOCIATES grew from 2 to 4 advisory reps. IAPD ↗
$102.4M RAUM · 4 reps · 585-424-6150
CRMRecruiting & transitionsComplianceFinancial planning software
67
KANE INVESTMENT MANAGEMENT, INC. grew from 4 to 6 advisory reps. IAPD ↗
$220.6M RAUM · 6 reps · 408-358-5263 · kaneinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
SUPERIOR PLANNING, LLC grew from 5 to 7 advisory reps. IAPD ↗
$192.1M RAUM · 7 reps · 858-546-1046
CRMRecruiting & transitionsComplianceFinancial planning software
67
AMIDON & PETERSEN FINANCIALS, LLC grew from 1 to 3 advisory reps. IAPD ↗
$36.6M RAUM · 3 reps · (518) 852-3815 · petersenwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
LOTUSGROUP ADVISORS grew from 5 to 7 advisory reps. IAPD ↗
$233.9M RAUM · 7 reps · 720.593.9861 · lgadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PARKER FINANCIAL LLC grew from 2 to 4 advisory reps. IAPD ↗
$217.0M RAUM · 4 reps · 360-337-2701
CRMRecruiting & transitionsComplianceFinancial planning software
67
NEW MOUNTAIN FINANCE ADVISERS, L.L.C. grew from 28 to 40 advisory reps. IAPD ↗fund
$10.13B RAUM · 40 reps · 212-720-0300 · newmountainfinance.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. grew from 59 to 66 advisory reps. IAPD ↗institutional
$38.46B RAUM · 66 reps · 646-231-4000
CRMRecruiting & transitionsComplianceFinancial planning software
67
ITAU USA ASSET MANAGEMENT grew from 8 to 15 advisory reps. IAPD ↗institutional
$6.65B RAUM · 15 reps · 212-845-0600
CRMRecruiting & transitionsComplianceFinancial planning software
67
MILLINGTON FINANCIAL ADVISORS, LLC grew from 2 to 4 advisory reps. IAPD ↗
$224.4M RAUM · 4 reps · 630-922-7900 · millingtonfa.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
TANDEM WEALTH ADVISORS grew from 5 to 7 advisory reps. IAPD ↗
$223.4M RAUM · 7 reps · 602-297-8600
CRMRecruiting & transitionsComplianceFinancial planning software
67
RICHMOND BROTHERS, INC. grew from 5 to 7 advisory reps. IAPD ↗
$241.7M RAUM · 7 reps · (517) 435-4040
CRMRecruiting & transitionsComplianceFinancial planning software
67
GUIDANCE POINT RETIREMENT SERVICES, LLC grew from 4 to 6 advisory reps. IAPD ↗
$62.9M RAUM · 6 reps · 207-358-3099
CRMRecruiting & transitionsComplianceFinancial planning software
67
DONALIES FINANCIAL PLANNING, LLC grew from 1 to 3 advisory reps. IAPD ↗
$180.2M RAUM · 3 reps · 240-888-2573 · donaliesfp.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. grew from 4 to 6 advisory reps. IAPD ↗
$131.9M RAUM · 6 reps · 505-982-9661 · horizonssfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PLANVISION, LLC grew from 3 to 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · (612) 965-4286 · planvisionmn.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ALLIANT RETIREMENT CONSULTING grew from 23 to 30 advisory reps. IAPD ↗institutional
$4.49B RAUM · 30 reps · (713) 470-4208 · alliantretirementconsulting.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
HANSEN & ASSOCIATES FINANCIAL GROUP INC. grew from 2 to 4 advisory reps. IAPD ↗
$229.8M RAUM · 4 reps · (916) 706-1234
CRMRecruiting & transitionsComplianceFinancial planning software
67
STERLING RETIREMENT GROUP OF SACRAMENTO grew from 1 to 3 advisory reps. IAPD ↗
$177.0M RAUM · 3 reps · 916-724-1702
CRMRecruiting & transitionsComplianceFinancial planning software
67
COHEN INVESTMENT ADVISORS, LLC grew from 2 to 4 advisory reps. IAPD ↗
$225.6M RAUM · 4 reps · (603) 232-8350 · investwithcohen.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC grew from 52 to 64 advisory reps. IAPD ↗fund
$12.10B RAUM · 64 reps · 212-235-1000 · redbirdcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
RICE FINANCIAL CONSULTING, INC. grew from 3 to 5 advisory reps. IAPD ↗
$230.7M RAUM · 5 reps · (408) 354-3400 · ricefc.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BIRCHVIEW CAPITAL, LP grew from 2 to 4 advisory reps. IAPD ↗
$183.1M RAUM · 4 reps · 802-923-3826
CRMRecruiting & transitionsComplianceFinancial planning software
67
KINGSTONE CAPITAL PARTNERS TEXAS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$158.1M RAUM · 7 reps · 8663611600 · kingstonecapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$225.9M RAUM · 6 reps · 202-780-7726 · grahamcapitalwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
FIGURE 8 INVESTMENT STRATEGIES LLC grew from 4 to 6 advisory reps. IAPD ↗
$199.8M RAUM · 6 reps · (208) 385-0078
CRMRecruiting & transitionsComplianceFinancial planning software
67
GK WEALTH MANAGEMENT LLC grew from 2 to 4 advisory reps. IAPD ↗
$192.2M RAUM · 4 reps · 775-354-6622
CRMRecruiting & transitionsComplianceFinancial planning software
67
MARKLE FINANCIAL LLC grew from 2 to 4 advisory reps. IAPD ↗
$121.6M RAUM · 4 reps · (307) 721-1725 · marklefinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC grew from 40 to 52 advisory reps. IAPD ↗fund
$34.69B RAUM · 52 reps · 212-257-5757
CRMRecruiting & transitionsComplianceFinancial planning software
67
CHURCHILL DLC ADVISOR LLC grew from 66 to 73 advisory reps. IAPD ↗institutional
$2.14B RAUM · 73 reps · 212-478-9200 · churchillam.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BLACK KNIGHT WEALTH MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗
$240.0M RAUM · 5 reps · 972-786-6527 · blackknightwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BRIAN LOW FINANCIAL GROUP, LLC grew from 2 to 4 advisory reps. IAPD ↗
$184.2M RAUM · 4 reps · 225-292-4225 · brianlowfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
RETIRABLE grew from 7 to 9 advisory reps. IAPD ↗
$130.6M RAUM · 9 reps · 833 222 1807
CRMRecruiting & transitionsComplianceFinancial planning software
67
WEALTHSPAN INVESTMENT MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗
$79.0M RAUM · 5 reps · 616-655-1696
CRMRecruiting & transitionsComplianceFinancial planning software
67
ELYSIUM WEALTH MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗
$159.2M RAUM · 8 reps · 801-735-8407 · saltwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PATIENT SQUARE CAPITAL, LP grew from 28 to 40 advisory reps. IAPD ↗fund
$12.00B RAUM · 40 reps · (650) 677-8100 · patientsquarecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
X ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$189.9M RAUM · 8 reps · 805-465-9232 · xadvisors.co
CRMRecruiting & transitionsComplianceFinancial planning software
67
DOGWOOD WEALTH MANAGEMENT, LLC grew from 2 to 4 advisory reps. IAPD ↗
$204.2M RAUM · 4 reps · (913) 232-2900
CRMRecruiting & transitionsComplianceFinancial planning software
67
SENIOR TAX ADVISORY GROUP, INC. grew from 1 to 3 advisory reps. IAPD ↗
$88.5M RAUM · 3 reps · 719-596-4844 · springstax.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
OPAL CAPITAL LLC grew from 2 to 4 advisory reps. IAPD ↗
$135.0M RAUM · 4 reps · 917-716-6257
CRMRecruiting & transitionsComplianceFinancial planning software
67
PALM WEALTH PARTNERS grew from 7 to 9 advisory reps. IAPD ↗
$132.1M RAUM · 9 reps · (954) 632-2555 · palmwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ATFS ADVISERS grew from 3 to 5 advisory reps. IAPD ↗
$39.1M RAUM · 5 reps · 805-557-8713
CRMRecruiting & transitionsComplianceFinancial planning software
67
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC grew from 1 to 3 advisory reps. IAPD ↗
$215.2M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
33 CAPITAL MANAGEMENT LLC grew from 4 to 6 advisory reps. IAPD ↗
$97.1M RAUM · 6 reps · 203-391-9340 · 33capitalmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ANCHOR BAY PRIVATE WEALTH LLC grew from 3 to 5 advisory reps. IAPD ↗
$27.9M RAUM · 5 reps · 760-602-3470 · anchorbayprivatewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
AZURA PARTNERS US LLC grew from 2 to 4 advisory reps. IAPD ↗
$46.0M RAUM · 4 reps · 347-249-2369 · azura.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
STAVIS WEALTH TRANSFER SOLUTIONS grew from 1 to 3 advisory reps. IAPD ↗
$120.8M RAUM · 3 reps · 713-391-8200 · wealthtransfersolutions.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
210 FINANCIAL grew from 3 to 5 advisory reps. IAPD ↗
$145.1M RAUM · 5 reps · 309-263-1333
CRMRecruiting & transitionsComplianceFinancial planning software
67
STONEPATH WEALTH MANAGEMENT grew from 7 to 9 advisory reps. IAPD ↗
$225.8M RAUM · 9 reps · (231) 668-6999
CRMRecruiting & transitionsComplianceFinancial planning software
67
CHURCHILL PCIF ADVISOR LLC grew from 66 to 73 advisory reps. IAPD ↗institutional
$1.78B RAUM · 73 reps · 212-478-9200 · churchillam.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
DEMETER TACTICAL INVESTMENTS CORP. grew from 1 to 3 advisory reps. IAPD ↗
$185.0M RAUM · 3 reps · 2125184444 · demeter-funds.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
CRUSONIA WEALTH ADVISORS LLC grew from 2 to 4 advisory reps. IAPD ↗
$161.3M RAUM · 4 reps · 303-810-6366
CRMRecruiting & transitionsComplianceFinancial planning software
67
ZERO DAY CAPITAL ENTERPRISES LLC grew from 10 to 12 advisory reps. IAPD ↗
$35.2M RAUM · 12 reps · 702 271 3265 · zerodaycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
LFG WEALTH PARTNERS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$112.0M RAUM · 7 reps · 877-573-2043
CRMRecruiting & transitionsComplianceFinancial planning software
67
OUTRUNNER CAPITAL, LLC grew from 3 to 5 advisory reps. IAPD ↗
$233.2M RAUM · 5 reps · 512-649-3192 · outrunnercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
HOOT WEALTH LLC grew from 2 to 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · (983) 203-0215 · hootwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
TRUMAN WEALTH ADVISORS grew from 1 to 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 573-227-2077 · trumanwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
CERBERUS CAPITAL MANAGEMENT, L.P. grew from 262 to 273 advisory reps. IAPD ↗fund
$85.77B RAUM · 273 reps · 212-891-2100
CRMRecruiting & transitionsComplianceFinancial planning software
66
BAYVIEW ASSET MANAGEMENT, LLC grew from 168 to 179 advisory reps. IAPD ↗fund
$44.76B RAUM · 179 reps · 305-854-8880 · bayview.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC grew from 232 to 243 advisory reps. IAPD ↗fund
$27.14B RAUM · 243 reps · 310-201-4100 · arescre.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
PRIME FINANCE ADVISOR, L.P. grew from 88 to 99 advisory reps. IAPD ↗fund
$20.51B RAUM · 99 reps · 415-986-2415 · primegrp.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
NEW MOUNTAIN CAPITAL, LLC grew from 126 to 137 advisory reps. IAPD ↗fund
$42.95B RAUM · 137 reps · 212-720-0300 · wikipedia.org
CRMRecruiting & transitionsComplianceFinancial planning software
66
BLUEROCK FUND ADVISOR, LLC grew from 8 to 14 advisory reps. IAPD ↗institutional
$4.28B RAUM · 14 reps · 212-843-1601
CRMRecruiting & transitionsComplianceFinancial planning software
66
AMPLIFY INVESTMENTS LLC grew from 22 to 28 advisory reps. IAPD ↗institutional
$10.09B RAUM · 28 reps · (630)-487-2530
CRMRecruiting & transitionsComplianceFinancial planning software
66
GREENBACKER CAPITAL MANAGEMENT LLC grew from 35 to 46 advisory reps. IAPD ↗fund
$3.38B RAUM · 46 reps · 646-556-6611
CRMRecruiting & transitionsComplianceFinancial planning software
66
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC grew from 103 to 109 advisory reps. IAPD ↗institutional
$1.02B RAUM · 109 reps · (203) 542-4200
CRMRecruiting & transitionsComplianceFinancial planning software
66
KENNEDY LEWIS CAPITAL HOLDINGS LLC grew from 36 to 44 advisory reps. IAPD ↗institutional
$869.6M RAUM · 44 reps · 212-782-3480 · klimllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
AFBI LP grew from 9 to 20 advisory reps. IAPD ↗fund
$1.40B RAUM · 20 reps · 917-865-5747
CRMRecruiting & transitionsComplianceFinancial planning software
65
FEDERATED INVESTMENT MANAGEMENT COMPANY grew from 100 to 105 advisory reps. IAPD ↗institutional
$542.36B RAUM · 105 reps · (412) 288-1900
CRMRecruiting & transitionsComplianceFinancial planning software
65
BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. grew from 98 to 108 advisory reps. IAPD ↗fund
$78.04B RAUM · 108 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
65
CAZ INVESTMENTS L.P. grew from 46 to 56 advisory reps. IAPD ↗fund
$8.65B RAUM · 56 reps · 713-403-8250 · cazinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. grew from 98 to 108 advisory reps. IAPD ↗fund
$3.47B RAUM · 108 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
65
WATER STREET HEALTHCARE PARTNERS, LLC grew from 26 to 36 advisory reps. IAPD ↗fund
$7.54B RAUM · 36 reps · 312-506-2900
CRMRecruiting & transitionsComplianceFinancial planning software
65
BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. grew from 98 to 108 advisory reps. IAPD ↗fund
$18.15B RAUM · 108 reps · 212-583-5000 · blackstone.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
AUDAX PRIVATE DEBT grew from 61 to 71 advisory reps. IAPD ↗fund
$22.59B RAUM · 71 reps · 212-703-2700
CRMRecruiting & transitionsComplianceFinancial planning software
65
VALOR EQUITY PARTNERS grew from 60 to 70 advisory reps. IAPD ↗fund
$26.08B RAUM · 70 reps · 312-683-1900
CRMRecruiting & transitionsComplianceFinancial planning software
65
NEWSPRING CAPITAL grew from 46 to 56 advisory reps. IAPD ↗fund
$3.42B RAUM · 56 reps · 610-567-2387
CRMRecruiting & transitionsComplianceFinancial planning software
65
FS GLOBAL ADVISOR, LLC grew from 15 to 25 advisory reps. IAPD ↗fund
$3.03B RAUM · 25 reps · 215-220-6651
CRMRecruiting & transitionsComplianceFinancial planning software
65
TRINITAS CAPITAL MANAGEMENT grew from 14 to 24 advisory reps. IAPD ↗fund
$16.51B RAUM · 24 reps · 214-420-2400 · trinitascmllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
ANTARCTICA INVESTMENT ADVISORS, LLC grew from 14 to 24 advisory reps. IAPD ↗fund
$4.67B RAUM · 24 reps · 212 983 1602 · antarcticacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. grew from 43 to 53 advisory reps. IAPD ↗fund
$60.41B RAUM · 53 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
65
BLUE OWL GPSC ADVISORS LLC grew from 20 to 30 advisory reps. IAPD ↗fund
$84.95B RAUM · 30 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
TIVERTON ADVISORS, LLC grew from 24 to 34 advisory reps. IAPD ↗fund
$2.02B RAUM · 34 reps · 919-307-4527
CRMRecruiting & transitionsComplianceFinancial planning software
65
PALMER SQUARE BDC ADVISOR LLC grew from 28 to 33 advisory reps. IAPD ↗institutional
$1.36B RAUM · 33 reps · 816-994-3200 · palmersquarefunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
HARBOURVIEW EQUITY PARTNERS, LLC grew from 26 to 36 advisory reps. IAPD ↗fund
$2.67B RAUM · 36 reps · 973-329-0285 · harbourviewequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
EISLER CAPITAL (US) LLC grew from 53 to 63 advisory reps. IAPD ↗fund
$33.00B RAUM · 63 reps · +1 332 455 0400
CRMRecruiting & transitionsComplianceFinancial planning software
65
AGTB FUND MANAGER, LLC grew from 78 to 83 advisory reps. IAPD ↗institutional
$3.37B RAUM · 83 reps · 212-692-2000 · agtbcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
STONE POINT CREDIT INCOME ADVISER LLC grew from 39 to 55 advisory reps. IAPD ↗fund
$1.1M RAUM · 55 reps · 203-862-2900 · stonepoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP grew from 90 to 99 advisory reps. IAPD ↗fund
$253.55B RAUM · 99 reps · 617-919-0000 · arrowstreetcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
AKSIA LLC grew from 87 to 96 advisory reps. IAPD ↗fund
$22.31B RAUM · 96 reps · 212-710-5710
CRMRecruiting & transitionsComplianceFinancial planning software
64
CHATHAM ASSET MANAGEMENT, LLC grew from 13 to 22 advisory reps. IAPD ↗fund
$7.86B RAUM · 22 reps · 973-701-2424 · chathamasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
CIFC ASSET MANAGEMENT LLC grew from 93 to 102 advisory reps. IAPD ↗fund
$41.52B RAUM · 102 reps · 786-652-3250
CRMRecruiting & transitionsComplianceFinancial planning software
64
SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. grew from 66 to 75 advisory reps. IAPD ↗fund
$5.24B RAUM · 75 reps · 415-310-0391
CRMRecruiting & transitionsComplianceFinancial planning software
64
APG ASSET MANAGEMENT US, INC grew from 95 to 104 advisory reps. IAPD ↗fund
$150.65B RAUM · 104 reps · 917-368-3500
CRMRecruiting & transitionsComplianceFinancial planning software
64
PLATINUM EQUITY ADVISORS, LLC grew from 178 to 187 advisory reps. IAPD ↗fund
$49.71B RAUM · 187 reps · 310-712-1850
CRMRecruiting & transitionsComplianceFinancial planning software
64
AE INDUSTRIAL PARTNERS, LP grew from 37 to 46 advisory reps. IAPD ↗fund
$6.40B RAUM · 46 reps · 561-372-0994 · aeroequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
DWIGHT SECURITIES MANAGEMENT LLC grew from 20 to 24 advisory reps. IAPD ↗institutional
$2.83B RAUM · 24 reps · 212-960-3750 · dwightmortgagetrust.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ITE MANAGEMENT L.P. grew from 24 to 33 advisory reps. IAPD ↗fund
$6.04B RAUM · 33 reps · (212) 220-5802
CRMRecruiting & transitionsComplianceFinancial planning software
64
XA INVESTMENTS grew from 8 to 14 advisory reps. IAPD ↗institutional
$950.0M RAUM · 14 reps · 312-374-6930 · xainvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
MAIN MANAGEMENT ETF ADVISORS, LLC grew from 16 to 20 advisory reps. IAPD ↗institutional
$2.22B RAUM · 20 reps · 415-217-5800 · mainmgtetfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC grew from 26 to 35 advisory reps. IAPD ↗fund
$39.21B RAUM · 35 reps · 302 797 2000 · ishares.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ARA PARTNERS grew from 32 to 41 advisory reps. IAPD ↗fund
$6.17B RAUM · 41 reps · (713) 337-9150 · arapartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
FS STRUCTURED PRODUCTS ADVISOR, LLC grew from 16 to 25 advisory reps. IAPD ↗fund
$1.45B RAUM · 25 reps · 215-220-6651 · fskkradvisor.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ELLIOTT INVESTMENT MANAGEMENT L.P. grew from 238 to 247 advisory reps. IAPD ↗fund
$117.32B RAUM · 247 reps · (561) 584-8800
CRMRecruiting & transitionsComplianceFinancial planning software
64
SDS REAL ESTATE ADVISORS grew from 1 to 12 advisory reps. IAPD ↗fund
$399.5M RAUM · 12 reps · 310-914-5333
CRMRecruiting & transitionsComplianceFinancial planning software
64
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC grew from 18 to 27 advisory reps. IAPD ↗fund
$1.36B RAUM · 27 reps · 424.955.6388 · pacificavenuecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
GALVANIZE CLIMATE SOLUTIONS LLC grew from 31 to 40 advisory reps. IAPD ↗fund
$6.84B RAUM · 40 reps · 415-757-6600 · gcsllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
IMPACTASSETS CAPITAL PARTNERS PB LLC grew from 11 to 15 advisory reps. IAPD ↗institutional
$1.80B RAUM · 15 reps · 855-920-2303 · impactassetscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
COPENHAGEN INFRASTRUCTURE PARTNERS INC. grew from 31 to 40 advisory reps. IAPD ↗fund
$33.61B RAUM · 40 reps · +1 646-300-0541
CRMRecruiting & transitionsComplianceFinancial planning software
64
VOLATILITY SHARES LLC grew from 5 to 9 advisory reps. IAPD ↗institutional
$4.02B RAUM · 9 reps · 866-261-0273
CRMRecruiting & transitionsComplianceFinancial planning software
64
TRINITY CAPITAL ADVISER LLC grew from 47 to 61 advisory reps. IAPD ↗fund
$75.2M RAUM · 61 reps · 480-374-5350
CRMRecruiting & transitionsComplianceFinancial planning software
64
ROSCOMMON ANALYTICS LLC grew from 45 to 54 advisory reps. IAPD ↗fund
$1.36B RAUM · 54 reps · 212-850-8865
CRMRecruiting & transitionsComplianceFinancial planning software
63
ULLICO INVESTMENT ADVISORS, INC. grew from 45 to 53 advisory reps. IAPD ↗fund
$12.75B RAUM · 53 reps · 202-962-8951 · ullico-urs.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. grew from 149 to 157 advisory reps. IAPD ↗fund
$71.15B RAUM · 157 reps · 305-695-5500
CRMRecruiting & transitionsComplianceFinancial planning software
63
THE CARLYLE GROUP grew from 311 to 319 advisory reps. IAPD ↗fund
$275.86B RAUM · 319 reps · 202-729-5626 · carlyle.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
PUGH CAPITAL MANAGEMENT, INC. grew from 14 to 22 advisory reps. IAPD ↗fund
$13.14B RAUM · 22 reps · 206-322-4985
CRMRecruiting & transitionsComplianceFinancial planning software
63
DEEP BLUE INVESTMENT ADVISORS grew from 6 to 9 advisory reps. IAPD ↗institutional
$15.71B RAUM · 9 reps · 813-238-4800 · fl-fit.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
ATTUCKS ASSET MANAGEMENT, LLC grew from 9 to 12 advisory reps. IAPD ↗institutional
$3.38B RAUM · 12 reps · 312-422-9200
CRMRecruiting & transitionsComplianceFinancial planning software
63
SALIENT ADVISORS, L.P. grew from 68 to 76 advisory reps. IAPD ↗institutional
$72.3M RAUM · 76 reps · 2147566900 · westwoodfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. grew from 8 to 11 advisory reps. IAPD ↗institutional
$6.83B RAUM · 11 reps · 212-421-6800
CRMRecruiting & transitionsComplianceFinancial planning software
63
GRAHAM PARTNERS, INC. grew from 67 to 75 advisory reps. IAPD ↗fund
$3.95B RAUM · 75 reps · 610-408-0500
CRMRecruiting & transitionsComplianceFinancial planning software
63
TRINITY HUNT MANAGEMENT, L.P. grew from 33 to 41 advisory reps. IAPD ↗fund
$2.52B RAUM · 41 reps · 214-777-6600
CRMRecruiting & transitionsComplianceFinancial planning software
63
BENEFIT STREET PARTNERS L.L.C. grew from 107 to 115 advisory reps. IAPD ↗fund
$27.89B RAUM · 115 reps · 212-588-6770
CRMRecruiting & transitionsComplianceFinancial planning software
63
BESSEMER VENTURE PARTNERS grew from 72 to 80 advisory reps. IAPD ↗fund
$18.80B RAUM · 80 reps · 914-833-5300
CRMRecruiting & transitionsComplianceFinancial planning software
63
KOHLBERG & COMPANY grew from 50 to 58 advisory reps. IAPD ↗fund
$17.02B RAUM · 58 reps · 914-241-7430 · kohlberg.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
DEERPATH CAPITAL MANAGEMENT, LP grew from 88 to 96 advisory reps. IAPD ↗fund
$8.05B RAUM · 96 reps · 6177030653 · deerpathcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
GENERAL CATALYST grew from 63 to 71 advisory reps. IAPD ↗fund
$33.56B RAUM · 71 reps · 617-234-7000
CRMRecruiting & transitionsComplianceFinancial planning software
63
TUTTLE CAPITAL MANAGEMENT, LLC grew from 4 to 7 advisory reps. IAPD ↗institutional
$3.11B RAUM · 7 reps · 888-723-2821 · tuttlecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
EAGLE POINT CREDIT MANAGEMENT LLC grew from 21 to 29 advisory reps. IAPD ↗fund
$11.24B RAUM · 29 reps · 203-340-8500 · eaglepointcredit.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
COMMUNITY INVESTMENT MANAGEMENT LLC grew from 19 to 27 advisory reps. IAPD ↗fund
$1.09B RAUM · 27 reps · 415-857-3233 · cim-llc.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
CENTIVA CAPITAL, LP grew from 148 to 156 advisory reps. IAPD ↗fund
$19.47B RAUM · 156 reps · 212-554-4180 · centivacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
STRONGHOLD RESOURCE PARTNERS grew from 3 to 13 advisory reps. IAPD ↗fund
$298.8M RAUM · 13 reps · 972-850-7474 · strongholdresourcepartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
SONA ASSET MANAGEMENT (US) LLC grew from 10 to 18 advisory reps. IAPD ↗fund
$22.62B RAUM · 18 reps · 646-779-6300
CRMRecruiting & transitionsComplianceFinancial planning software
63
BAIN CAPITAL REAL ESTATE, LP grew from 52 to 60 advisory reps. IAPD ↗fund
$9.03B RAUM · 60 reps · 617-516-2500
CRMRecruiting & transitionsComplianceFinancial planning software
63
FNY INVESTMENT ADVISERS, LLC grew from 90 to 98 advisory reps. IAPD ↗fund
$3.07B RAUM · 98 reps · (212) 848-0600 · firstny.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
FORUM CAPITAL ADVISORS LLC grew from 15 to 25 advisory reps. IAPD ↗fund
$989.9M RAUM · 25 reps · 303-501-8860 · forumcapadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
1WS CAPITAL ADVISORS, LLC grew from 48 to 53 advisory reps. IAPD ↗institutional
$561.0M RAUM · 53 reps · 212-957-2500 · 1wscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
FS TACTICAL ADVISOR, LLC grew from 15 to 25 advisory reps. IAPD ↗fund
$294.2M RAUM · 25 reps · (215)220-6651 · fsnydig.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC grew from 13 to 16 advisory reps. IAPD ↗institutional
$1.32B RAUM · 16 reps · 610-265-2800 · morgan-properties.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
BSP CLO MANAGEMENT LLC grew from 107 to 115 advisory reps. IAPD ↗fund
$7.36B RAUM · 115 reps · 212-588-6770 · benefitsreetpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
POLYMER CAPITAL MANAGEMENT (US), LLC grew from 12 to 17 advisory reps. IAPD ↗institutional
$802.5M RAUM · 17 reps · 646-660-0364
CRMRecruiting & transitionsComplianceFinancial planning software
63
SORA INVESTORS grew from 7 to 10 advisory reps. IAPD ↗institutional
$2.32B RAUM · 10 reps · 610-801-2000
CRMRecruiting & transitionsComplianceFinancial planning software
63
KESTRA INVESTMENT MANAGEMENT, LLC. grew from 10 to 13 advisory reps. IAPD ↗institutional
$2.62B RAUM · 13 reps · 844-553-7872 · kestraim.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
SCULPTOR ADVISORS LLC grew from 101 to 106 advisory reps. IAPD ↗institutional
$796.5M RAUM · 106 reps · 212-790-0000
CRMRecruiting & transitionsComplianceFinancial planning software
63
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC grew from 21 to 29 advisory reps. IAPD ↗institutional
$91.1M RAUM · 29 reps · 203-340-8500
CRMRecruiting & transitionsComplianceFinancial planning software
63
MEKETA CAPITAL, LLC grew from 6 to 14 advisory reps. IAPD ↗institutional
$36.1M RAUM · 14 reps · 720-697-1010 · meketacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
5CLP ADVISOR grew from 3 to 11 advisory reps. IAPD ↗institutional
$34.1M RAUM · 11 reps · 212-516-3171 · 5cinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
TCW PT MANAGEMENT COMPANY LLC grew from 28 to 38 advisory reps. IAPD ↗fund
$770.9M RAUM · 38 reps · 213-244-0000 · tcw.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
EMPOWER CAPITAL MANAGEMENT, LLC grew from 71 to 78 advisory reps. IAPD ↗fund
$68.34B RAUM · 78 reps · 303-737-3000 · empower.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
TRANSAMERICA ASSET MANAGEMENT, INC. grew from 8 to 10 advisory reps. IAPD ↗institutional
$65.19B RAUM · 10 reps · 720-482-1500
CRMRecruiting & transitionsComplianceFinancial planning software
62
FIRST EAGLE INVESTMENT MANAGEMENT, LLC grew from 36 to 43 advisory reps. IAPD ↗fund
$101.61B RAUM · 43 reps · 212-698-3300 · firsteagle.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
STRATEGIC VALUE PARTNERS, LLC grew from 95 to 102 advisory reps. IAPD ↗fund
$23.42B RAUM · 102 reps · 203-618-3500
CRMRecruiting & transitionsComplianceFinancial planning software
62
VERSUS CAPITAL ADVISORS LLC grew from 6 to 8 advisory reps. IAPD ↗institutional
$4.59B RAUM · 8 reps · 877-200-1878 · versuscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
BOW RIVER CAPITAL grew from 30 to 37 advisory reps. IAPD ↗fund
$2.74B RAUM · 37 reps · 303-861-8466 · bowriverevergreen.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
IRON POINT PARTNERS, LLC grew from 6 to 13 advisory reps. IAPD ↗fund
$1.44B RAUM · 13 reps · 202-452-8400 · ironpointpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
FRAZIER HEALTHCARE PARTNERS grew from 62 to 69 advisory reps. IAPD ↗fund
$7.62B RAUM · 69 reps · 206-621-7200 · frazierhealthcare.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
INCLINE EQUITY PARTNERS grew from 60 to 67 advisory reps. IAPD ↗fund
$5.75B RAUM · 67 reps · 412-315-7800
CRMRecruiting & transitionsComplianceFinancial planning software
62
5AM VENTURES grew from 19 to 26 advisory reps. IAPD ↗fund
$1.26B RAUM · 26 reps · 401-556-0325 · 5amventures.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
WINDJAMMER CAPITAL INVESTORS grew from 17 to 24 advisory reps. IAPD ↗fund
$3.26B RAUM · 24 reps · (949) 721-9944 · windjammercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
INVUS FINANCIAL ADVISORS, LLC grew from 34 to 41 advisory reps. IAPD ↗fund
$12.78B RAUM · 41 reps · 212-616-2555
CRMRecruiting & transitionsComplianceFinancial planning software
62
PDT PARTNERS, LLC grew from 85 to 92 advisory reps. IAPD ↗fund
$14.02B RAUM · 92 reps · (212) 621-0400 · pdtpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
TURN/RIVER MANAGEMENT, L.P. grew from 55 to 62 advisory reps. IAPD ↗fund
$4.86B RAUM · 62 reps · 415-858-0910 · turnriver.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
VEST FINANCIAL LLC grew from 10 to 12 advisory reps. IAPD ↗institutional
$39.30B RAUM · 12 reps · 855-979-6060 · vestfin.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
TRIVE CAPITAL MANAGEMENT LLC grew from 47 to 54 advisory reps. IAPD ↗fund
$8.57B RAUM · 54 reps · 214-499-9715
CRMRecruiting & transitionsComplianceFinancial planning software
62
MSCI ESG RESEARCH LLC grew from 35 to 42 advisory reps. IAPD ↗institutional
$0 RAUM · 42 reps · 212-804-5299 · msci.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC grew from 26 to 33 advisory reps. IAPD ↗fund
$23.23B RAUM · 33 reps · 212-257-5757
CRMRecruiting & transitionsComplianceFinancial planning software
62
STEEPROCK CAPITAL grew from 7 to 9 advisory reps. IAPD ↗institutional
$2.12B RAUM · 9 reps · 212-218-5055 · steeprockcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
CHURCHILL ASSET MANAGEMENT LLC grew from 66 to 73 advisory reps. IAPD ↗fund
$47.14B RAUM · 73 reps · 212-478-9200
CRMRecruiting & transitionsComplianceFinancial planning software
62
ICAPITAL ADVISORS, LLC grew from 18 to 25 advisory reps. IAPD ↗fund
$107.02B RAUM · 25 reps · 212-994-7400 · icapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
LEAD EDGE CAPITAL MANAGEMENT, LLC grew from 34 to 41 advisory reps. IAPD ↗fund
$6.30B RAUM · 41 reps · 212-984-2421
CRMRecruiting & transitionsComplianceFinancial planning software
62
MAIN MANAGEMENT FUND ADVISORS, LLC grew from 16 to 20 advisory reps. IAPD ↗institutional
$582.1M RAUM · 20 reps · 415-217-5800 · mainmgtetfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
LAWLEY RETIREMENT ADVISORS grew from 3 to 5 advisory reps. IAPD ↗institutional
$1.95B RAUM · 5 reps · 716-849-8219 · lawleyretirement.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
GEMSPRING CAPITAL MANAGEMENT, LLC grew from 42 to 49 advisory reps. IAPD ↗fund
$3.76B RAUM · 49 reps · (203) 842-8886
CRMRecruiting & transitionsComplianceFinancial planning software
62
HARBOR GROUP INTERNATIONAL, LLC grew from 50 to 57 advisory reps. IAPD ↗fund
$4.23B RAUM · 57 reps · 757-640-0800
CRMRecruiting & transitionsComplianceFinancial planning software
62
MILL POINT CAPITAL LLC grew from 15 to 22 advisory reps. IAPD ↗fund
$3.58B RAUM · 22 reps · (212) 416-5800 · millpoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
J.F. LEHMAN AND COMPANY LLC grew from 32 to 39 advisory reps. IAPD ↗fund
$8.04B RAUM · 39 reps · 212-634-0100 · jflpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
CORE INDUSTRIAL PARTNERS, LLC grew from 28 to 35 advisory reps. IAPD ↗fund
$1.76B RAUM · 35 reps · 312-566-4880
CRMRecruiting & transitionsComplianceFinancial planning software
62
ROUNDHILL INVESTMENTS grew from 4 to 6 advisory reps. IAPD ↗institutional
$3.79B RAUM · 6 reps · 646-661-5441 · roundhillinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
SALUDA GRADE ASSET MANAGEMENT LLC grew from 14 to 21 advisory reps. IAPD ↗fund
$3.63B RAUM · 21 reps · 1 646 974 8560 · saludagrade.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
NEBULA RESEARCH & DEVELOPMENT LLC grew from 5 to 7 advisory reps. IAPD ↗institutional
$2.19B RAUM · 7 reps · 646-547-1243 · nebularesearch.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
RRA CAPITAL grew from 18 to 22 advisory reps. IAPD ↗institutional
$593.3M RAUM · 22 reps · 602-714-5111
CRMRecruiting & transitionsComplianceFinancial planning software
62
MANTEIO CAPITAL LLC grew from 16 to 25 advisory reps. IAPD ↗fund
$359.9M RAUM · 25 reps · 917-736-9209 · manteiocapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
CLOUD CAPITAL ADVISORS LLC grew from 3 to 10 advisory reps. IAPD ↗fund
$1.97B RAUM · 10 reps · (813) 587-1997 · cldcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
RENOVUS ASSOCIATES, LLC grew from 21 to 28 advisory reps. IAPD ↗fund
$2.42B RAUM · 28 reps · 610-848-7700
CRMRecruiting & transitionsComplianceFinancial planning software
62
NEXTECH VENTURES (US) LLC grew from 3 to 5 advisory reps. IAPD ↗institutional
$1.59B RAUM · 5 reps · (617) 807-0920 · nextech.us
CRMRecruiting & transitionsComplianceFinancial planning software
62
FRAZIER LIFE SCIENCES MANAGEMENT, LP grew from 37 to 44 advisory reps. IAPD ↗fund
$4.33B RAUM · 44 reps · 650-325-5156 · frazierls.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
VELOCITY CAPITAL ADVISORS LLC grew from 10 to 12 advisory reps. IAPD ↗institutional
$1.33B RAUM · 12 reps · 917-204-5967 · velocitycapllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
NEEDHAM & COMPANY, LLC grew from 45 to 51 advisory reps. IAPD ↗institutional
$0 RAUM · 51 reps · 212-371-8300 · needhamco.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
GIRARD PENSION SERVICES, LLC grew from 4 to 7 advisory reps. IAPD ↗institutional
$632.2M RAUM · 7 reps · 610-821-1331
CRMRecruiting & transitionsComplianceFinancial planning software
61
INSIGHT VENTURE PARTNERS grew from 151 to 157 advisory reps. IAPD ↗fund
$93.96B RAUM · 157 reps · 212-230-9200
CRMRecruiting & transitionsComplianceFinancial planning software
61
UNISON INVESTMENT MANAGEMENT, LLC grew from 12 to 18 advisory reps. IAPD ↗fund
$1.69B RAUM · 18 reps · (415) 992-4200
CRMRecruiting & transitionsComplianceFinancial planning software
61
SHAMROCK CAPITAL ADVISORS, LLC grew from 39 to 45 advisory reps. IAPD ↗fund
$6.62B RAUM · 45 reps · 310-974-6600 · shamrockcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
PRETIUM CREDIT MANAGEMENT, LLC grew from 24 to 30 advisory reps. IAPD ↗fund
$3.19B RAUM · 30 reps · 212-257-5757
CRMRecruiting & transitionsComplianceFinancial planning software
61
OBRA CAPITAL MANAGEMENT, LLC. grew from 54 to 60 advisory reps. IAPD ↗fund
$3.60B RAUM · 60 reps · 917-831-1000
CRMRecruiting & transitionsComplianceFinancial planning software
61
STONE POINT CAPITAL LLC grew from 97 to 103 advisory reps. IAPD ↗fund
$56.77B RAUM · 103 reps · 203-862-2900 · stonepoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
RELATED FUND MANAGEMENT, LLC grew from 46 to 52 advisory reps. IAPD ↗fund
$13.36B RAUM · 52 reps · 212-801-1000
CRMRecruiting & transitionsComplianceFinancial planning software
61
ROCKLAND CAPITAL, LP grew from 6 to 12 advisory reps. IAPD ↗fund
$2.68B RAUM · 12 reps · 281-863-9000 · rocklandcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
J. GOLDMAN & CO., L.P. grew from 59 to 65 advisory reps. IAPD ↗fund
$4.95B RAUM · 65 reps · 212-262-4990 · jgoldmanlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
SILVER POINT CAPITAL, L.P. grew from 103 to 109 advisory reps. IAPD ↗fund
$37.09B RAUM · 109 reps · 203-542-4200 · silverpointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
GLOBAL ENDOWMENT MANAGEMENT, LP grew from 16 to 22 advisory reps. IAPD ↗fund
$12.06B RAUM · 22 reps · 704-333-8282
CRMRecruiting & transitionsComplianceFinancial planning software
61
RXR ASSET MANAGEMENT LLC grew from 35 to 41 advisory reps. IAPD ↗fund
$2.26B RAUM · 41 reps · 516-506-6000 · rxr.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
LASALLE DEBT INVESTORS, INC. grew from 9 to 12 advisory reps. IAPD ↗institutional
$632.7M RAUM · 12 reps · 310-234-2100 · lasalle.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
PENNYBACKER CAPITAL MANAGEMENT, LLC grew from 39 to 45 advisory reps. IAPD ↗fund
$5.18B RAUM · 45 reps · 512-610-2910 · pennybackercap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
ARLINGTON CAPITAL PARTNERS grew from 26 to 32 advisory reps. IAPD ↗fund
$9.73B RAUM · 32 reps · 202-337-7500 · arlingtoncap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
MONOMOY CAPITAL MANAGEMENT, L.P. grew from 44 to 50 advisory reps. IAPD ↗fund
$5.66B RAUM · 50 reps · 212-225-9370
CRMRecruiting & transitionsComplianceFinancial planning software
61
BOOTHBAY FUND MANAGEMENT grew from 10 to 16 advisory reps. IAPD ↗fund
$14.51B RAUM · 16 reps · 212-332-2676
CRMRecruiting & transitionsComplianceFinancial planning software
61
AMULET CAPITAL PARTNERS, L.P. grew from 12 to 18 advisory reps. IAPD ↗fund
$3.10B RAUM · 18 reps · 646-561-6655 · amuletcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
AVANATH CAPITAL MANAGEMENT, LLC grew from 35 to 41 advisory reps. IAPD ↗fund
$3.64B RAUM · 41 reps · 949-269-4700 · avanath.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
VISION RIDGE PARTNERS, LLC grew from 29 to 35 advisory reps. IAPD ↗fund
$4.66B RAUM · 35 reps · 720-616-6506
CRMRecruiting & transitionsComplianceFinancial planning software
61
LESTE CAPITAL PARTNERS (FLORIDA), LLC grew from 15 to 23 advisory reps. IAPD ↗fund
$751.1M RAUM · 23 reps · 305-929-9200 · leste.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
LSCP ADVISORS, LLC grew from 3 to 11 advisory reps. IAPD ↗fund
$296.3M RAUM · 11 reps · 512-407-2600 · legacystarcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
LOCUST POINT CAPITAL grew from 20 to 26 advisory reps. IAPD ↗fund
$1.51B RAUM · 26 reps · 732-945-7474 · locustpointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
BLUEROCK CREDIT FUND ADVISOR, LLC grew from 8 to 14 advisory reps. IAPD ↗institutional
$176.9M RAUM · 14 reps · 212-843-1601
CRMRecruiting & transitionsComplianceFinancial planning software
61
HULL STREET ENERGY grew from 14 to 20 advisory reps. IAPD ↗fund
$3.34B RAUM · 20 reps · 410-685-7950 · hullstreetenergy.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
RESURGENS TECHNOLOGY ADVISORS, L.P. grew from 27 to 33 advisory reps. IAPD ↗fund
$2.11B RAUM · 33 reps · (678) 894-1447 · resurgenstech.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
EXODUSPOINT CAPITAL MANAGEMENT, LP grew from 308 to 314 advisory reps. IAPD ↗fund
$119.72B RAUM · 314 reps · (646) 940 - 9600
CRMRecruiting & transitionsComplianceFinancial planning software
61
SHERIDAN CAPITAL PARTNERS grew from 15 to 21 advisory reps. IAPD ↗fund
$1.25B RAUM · 21 reps · (312) 548-7064
CRMRecruiting & transitionsComplianceFinancial planning software
61
OT RESEARCH grew from 5 to 8 advisory reps. IAPD ↗institutional
$700.0M RAUM · 8 reps · 617-308-5935
CRMRecruiting & transitionsComplianceFinancial planning software
61
ANOMALY CAPITAL MANAGEMENT, LP grew from 11 to 17 advisory reps. IAPD ↗fund
$6.25B RAUM · 17 reps · 212-540-7900 · anomalycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
VALEAS CAPITAL PARTNERS grew from 7 to 13 advisory reps. IAPD ↗fund
$1.30B RAUM · 13 reps · 415-992-3131 · valeas.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
ELECTRA CAPITAL grew from 6 to 9 advisory reps. IAPD ↗institutional
$315.4M RAUM · 9 reps · (610) 977-2000
CRMRecruiting & transitionsComplianceFinancial planning software
61
TRUELINK CAPITAL MANAGEMENT, LLC grew from 10 to 16 advisory reps. IAPD ↗fund
$1.77B RAUM · 16 reps · 310-736-5853 · truelinkcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
CONSTELLATION WEALTH CAPITAL grew from 13 to 19 advisory reps. IAPD ↗fund
$1.27B RAUM · 19 reps · 312-626-6067 · constellationwealthcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LASALLE INVESTMENT MANAGEMENT grew from 61 to 66 advisory reps. IAPD ↗fund
$9.78B RAUM · 66 reps · 312-897-4000
CRMRecruiting & transitionsComplianceFinancial planning software
60
HARBOURVEST PARTNERS, LLC grew from 285 to 290 advisory reps. IAPD ↗fund
$173.14B RAUM · 290 reps · 617-348-3707
CRMRecruiting & transitionsComplianceFinancial planning software
60
AEA INVESTORS SBF LP grew from 115 to 120 advisory reps. IAPD ↗fund
$3.38B RAUM · 120 reps · 212-644-5900 · aeainvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. grew from 80 to 85 advisory reps. IAPD ↗fund
$72.78B RAUM · 85 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
60
MAGNETAR FINANCIAL LLC grew from 59 to 64 advisory reps. IAPD ↗fund
$26.23B RAUM · 64 reps · 847-905-4400
CRMRecruiting & transitionsComplianceFinancial planning software
60
VOLEON CAPITAL MANAGEMENT LP grew from 13 to 18 advisory reps. IAPD ↗fund
$16.36B RAUM · 18 reps · 510-704-9870
CRMRecruiting & transitionsComplianceFinancial planning software
60
IMPACT INVESTMENT ADVISER LLC grew from 7 to 9 advisory reps. IAPD ↗institutional
$741.9M RAUM · 9 reps · 415-981-1074
CRMRecruiting & transitionsComplianceFinancial planning software
60
ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. grew from 48 to 53 advisory reps. IAPD ↗fund
$10.79B RAUM · 53 reps · 212-957-2500 · onewilliamstreet.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ELDRIDGE CREDIT ADVISERS, LLC grew from 38 to 43 advisory reps. IAPD ↗fund
$7.71B RAUM · 43 reps · 212-895-2000
CRMRecruiting & transitionsComplianceFinancial planning software
60
TFG ASSET MANAGEMENT L.P. grew from 54 to 59 advisory reps. IAPD ↗fund
$18.89B RAUM · 59 reps · 212-359-7300
CRMRecruiting & transitionsComplianceFinancial planning software
60
NEXT LEGACY MANAGEMENT, LLC grew from 6 to 11 advisory reps. IAPD ↗fund
$3.65B RAUM · 11 reps · 650-324-5980 · nextlegacy.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LITTLEJOHN & CO., LLC grew from 46 to 51 advisory reps. IAPD ↗fund
$7.97B RAUM · 51 reps · 203-552-3500
CRMRecruiting & transitionsComplianceFinancial planning software
60
GRAYCLIFF PARTNERS LP grew from 24 to 29 advisory reps. IAPD ↗fund
$2.02B RAUM · 29 reps · 212-300-2910 · graycliffpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LEE EQUITY PARTNERS, LLC grew from 26 to 31 advisory reps. IAPD ↗fund
$5.26B RAUM · 31 reps · 212-906-4900 · leeequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
KPS CAPITAL PARTNERS, LP grew from 96 to 101 advisory reps. IAPD ↗fund
$19.74B RAUM · 101 reps · 212-338-5100 · kpsfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
FUNDAMENTAL ADVISORS LP grew from 23 to 28 advisory reps. IAPD ↗fund
$3.96B RAUM · 28 reps · 212-205-5000 · fundamental.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
CASTLE CREEK CAPITAL grew from 6 to 11 advisory reps. IAPD ↗fund
$1.07B RAUM · 11 reps · 858-756-8300 · castlecreek.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LEVEL EQUITY grew from 39 to 44 advisory reps. IAPD ↗fund
$5.28B RAUM · 44 reps · 212-660-2470 · levelequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ARTEMIS REAL ESTATE PARTNERS grew from 57 to 62 advisory reps. IAPD ↗fund
$9.22B RAUM · 62 reps · 240-235-2022 · artemisrep.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
PEAK ROCK CAPITAL LLC grew from 54 to 59 advisory reps. IAPD ↗fund
$4.56B RAUM · 59 reps · 512-765-6520 · peakrockcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC grew from 7 to 9 advisory reps. IAPD ↗institutional
$915.7M RAUM · 9 reps · 561-285-4044
CRMRecruiting & transitionsComplianceFinancial planning software
60
BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. grew from 15 to 20 advisory reps. IAPD ↗fund
$19.21B RAUM · 20 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
60
REDWHEEL grew from 12 to 17 advisory reps. IAPD ↗fund
$4.48B RAUM · 17 reps · 3056029501 · redwheel.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
TAILWATER CAPITAL grew from 22 to 27 advisory reps. IAPD ↗fund
$3.40B RAUM · 27 reps · 214-269-1183 · tailwatercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BRIGHTWOOD CAPITAL ADVISORS, LLC grew from 27 to 32 advisory reps. IAPD ↗fund
$6.09B RAUM · 32 reps · 646-957-9525
CRMRecruiting & transitionsComplianceFinancial planning software
60
SOUNDWATCH CAPITAL, LLC grew from 2 to 4 advisory reps. IAPD ↗institutional
$795.2M RAUM · 4 reps · 646-442-9655 · soundwatch.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LOGIA PORTFOLIO MANAGEMENT grew from 1 to 3 advisory reps. IAPD ↗institutional
$764.4M RAUM · 3 reps · 844-882-0193
CRMRecruiting & transitionsComplianceFinancial planning software
60
ENERGY IMPACT PARTNERS LP grew from 57 to 62 advisory reps. IAPD ↗fund
$4.97B RAUM · 62 reps · 212-899-9700 · energyimpactpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BOFA SECURITIES, INC. grew from 314 to 319 advisory reps. IAPD ↗institutional
$0 RAUM · 319 reps · 646-743-2734 · bofaml.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
WATERTON INVESTMENT ADVISER, L.L.C. grew from 64 to 69 advisory reps. IAPD ↗fund
$4.51B RAUM · 69 reps · 312-948-4500 · g.page
CRMRecruiting & transitionsComplianceFinancial planning software
60
BOYNE CAPITAL grew from 24 to 31 advisory reps. IAPD ↗fund
$677.9M RAUM · 31 reps · 305-856-9500
CRMRecruiting & transitionsComplianceFinancial planning software
60
TURNING ROCK PARTNERS, L.P. grew from 6 to 11 advisory reps. IAPD ↗fund
$1.17B RAUM · 11 reps · 212-207-2396 · turningrockpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
RCP ADVISORS 2, LLC grew from 28 to 33 advisory reps. IAPD ↗fund
$20.60B RAUM · 33 reps · 312-266-7300
CRMRecruiting & transitionsComplianceFinancial planning software
60
KENNEDY LEWIS MANAGEMENT LP grew from 38 to 43 advisory reps. IAPD ↗fund
$10.80B RAUM · 43 reps · 212-782-3480
CRMRecruiting & transitionsComplianceFinancial planning software
60
WHITMAN/PETERSON, LLC grew from 21 to 26 advisory reps. IAPD ↗fund
$2.06B RAUM · 26 reps · 818-483-1060 · whitmanpeterson.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
D1 CAPITAL PARTNERS L.P. grew from 35 to 40 advisory reps. IAPD ↗fund
$27.75B RAUM · 40 reps · 212-390-9100
CRMRecruiting & transitionsComplianceFinancial planning software
60
BSIP SLP GP, LLC grew from 15 to 20 advisory reps. IAPD ↗fund
$1.20B RAUM · 20 reps · 469-421-8060 · bluestarinnovationpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ALTRUIST LLC grew from 3 to 8 advisory reps. IAPD ↗institutional
$0 RAUM · 8 reps · 888-510-4660 · altruist.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LISC FUND MANAGEMENT, LLC grew from 10 to 17 advisory reps. IAPD ↗fund
$797.5M RAUM · 17 reps · 212-455-9800 · liscstrategicinvestments.org
CRMRecruiting & transitionsComplianceFinancial planning software
60
BAIN CAPITAL INSURANCE SOLUTIONS, LP grew from 19 to 24 advisory reps. IAPD ↗fund
$3.00B RAUM · 24 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
60
CROSSPOINT CAPITAL PARTNERS, LP grew from 14 to 19 advisory reps. IAPD ↗fund
$6.93B RAUM · 19 reps · 650-850-1740
CRMRecruiting & transitionsComplianceFinancial planning software
60
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC grew from 28 to 33 advisory reps. IAPD ↗fund
$7.76B RAUM · 33 reps · 816-994-3200
CRMRecruiting & transitionsComplianceFinancial planning software
60
SANDIA INVESTMENT MANAGMENT LP grew from 3 to 5 advisory reps. IAPD ↗institutional
$581.7M RAUM · 5 reps · (516) 946-8207 · sandialp.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
CHICAGO ATLANTIC ADVISERS, LLC grew from 36 to 43 advisory reps. IAPD ↗fund
$628.9M RAUM · 43 reps · 312-809-7002 · chicagoatlantic.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
COINFUND MANAGEMENT LLC grew from 12 to 17 advisory reps. IAPD ↗fund
$1.04B RAUM · 17 reps · 646-934-6177 · coinfund.io
CRMRecruiting & transitionsComplianceFinancial planning software
60
LIONTREE INVESTMENT MANAGEMENT, LLC grew from 8 to 13 advisory reps. IAPD ↗fund
$1.56B RAUM · 13 reps · 212-644-4200 · liontree.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
READYSTATE ASSET MANAGEMENT grew from 16 to 21 advisory reps. IAPD ↗fund
$6.49B RAUM · 21 reps · 312-471-8600
CRMRecruiting & transitionsComplianceFinancial planning software
60
BERNSTEIN INSTITUTIONAL SERVICES LLC grew from 85 to 90 advisory reps. IAPD ↗institutional
$0 RAUM · 90 reps · 9173448600 · autonomous.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
DERBY COPELAND CAPITAL grew from 8 to 18 advisory reps. IAPD ↗fund
$141.3M RAUM · 18 reps · 646-860-9520
CRMRecruiting & transitionsComplianceFinancial planning software
60
BORDERLESS MANAGEMENT LLC grew from 8 to 15 advisory reps. IAPD ↗fund
$435.0M RAUM · 15 reps · 650-412-9447 · borderlesscapital.io
CRMRecruiting & transitionsComplianceFinancial planning software
60
CHOREO PARTNER ALLIANCE, LLC grew from 0 to 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 312-702-1680 · choreoadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BOW RIVER ADVISERS, LLC grew from 4 to 6 advisory reps. IAPD ↗institutional
$705.7M RAUM · 6 reps · (303) 861-8466 · bowriverevergreen.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
TRILL IMPACT ADVISORY INC. grew from 2 to 4 advisory reps. IAPD ↗institutional
$253.8M RAUM · 4 reps · 917-733-5510 · trillimpact.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
WILLOW TREE CAPITAL CORP ADVISORS LLC grew from 10 to 12 advisory reps. IAPD ↗institutional
$744.4M RAUM · 12 reps · 212-218-1090
CRMRecruiting & transitionsComplianceFinancial planning software
60
S2G INVESTMENTS, LLC grew from 45 to 50 advisory reps. IAPD ↗fund
$2.42B RAUM · 50 reps · 312-438-7584 · s2ginvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
QUADRATURE US INC. grew from 89 to 94 advisory reps. IAPD ↗fund
$16.66B RAUM · 94 reps · 646-224-7425
CRMRecruiting & transitionsComplianceFinancial planning software
59
FEG PRIVATE INVESTORS, LLC grew from 12 to 16 advisory reps. IAPD ↗fund
$1.47B RAUM · 16 reps · 513-977-4400
CRMRecruiting & transitionsComplianceFinancial planning software
59
HOUSATONIC PARTNERS grew from 10 to 14 advisory reps. IAPD ↗fund
$1.48B RAUM · 14 reps · (415) 955-9020
CRMRecruiting & transitionsComplianceFinancial planning software
59
Z CAPITAL GROUP, L.L.C. grew from 9 to 13 advisory reps. IAPD ↗fund
$3.56B RAUM · 13 reps · 212-595-8400 · zcg.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
SOFINNOVA INVESTMENTS, INC. grew from 16 to 20 advisory reps. IAPD ↗fund
$3.77B RAUM · 20 reps · 650-681-8420 · sofinnova.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
SANDTON CAPITAL PARTNERS, LP grew from 16 to 20 advisory reps. IAPD ↗fund
$1.92B RAUM · 20 reps · 212-444-7200 · sandtoncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC grew from 19 to 23 advisory reps. IAPD ↗fund
$4.67B RAUM · 23 reps · 646-517-3323 · kimmeridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ORION RESOURCE PARTNERS (USA), LP grew from 18 to 22 advisory reps. IAPD ↗fund
$7.46B RAUM · 22 reps · 212-596-3511 · orionrp.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
THE MILESTONE REAL ESTATE GROUP, LP grew from 9 to 13 advisory reps. IAPD ↗fund
$2.35B RAUM · 13 reps · 214-442-8150 · milestonegp.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
NEXPOINT ADVISORS, L.P. grew from 18 to 22 advisory reps. IAPD ↗institutional
$182.0M RAUM · 22 reps · 214-276-6300 · nexpoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
EIV CAPITAL, LLC grew from 20 to 24 advisory reps. IAPD ↗fund
$2.18B RAUM · 24 reps · 713-353-2755 · eivcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
GREY ROCK ENERGY MANAGEMENT, LLC grew from 4 to 10 advisory reps. IAPD ↗fund
$357.6M RAUM · 10 reps · 214-396-2850 · grey-rock.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
TRUE WIND CAPITAL MANAGEMENT, L.P. grew from 15 to 19 advisory reps. IAPD ↗fund
$2.21B RAUM · 19 reps · 415-780-9975
CRMRecruiting & transitionsComplianceFinancial planning software
59
FOURWORLD CAPITAL MANAGEMENT LLC grew from 7 to 11 advisory reps. IAPD ↗fund
$1.03B RAUM · 11 reps · (646) 781-8730
CRMRecruiting & transitionsComplianceFinancial planning software
59
ALIGN CAPITAL PARTNERS, LP grew from 18 to 22 advisory reps. IAPD ↗fund
$1.68B RAUM · 22 reps · 214-780-0857
CRMRecruiting & transitionsComplianceFinancial planning software
59
MAGNETAR ASSET MANAGEMENT LLC grew from 19 to 23 advisory reps. IAPD ↗institutional
$209.0M RAUM · 23 reps · 847-905-4400 · magnetar.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
BLUE TORCH CAPITAL LP grew from 19 to 23 advisory reps. IAPD ↗fund
$8.17B RAUM · 23 reps · 212-503-5850 · bluetorchcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
SDC CAPITAL PARTNERS, LLC grew from 18 to 22 advisory reps. IAPD ↗fund
$7.68B RAUM · 22 reps · 212-813-6700 · sdccapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
TRIPOST CAPITAL PARTNERS LLC grew from 11 to 15 advisory reps. IAPD ↗fund
$1.23B RAUM · 15 reps · 212-758-1612
CRMRecruiting & transitionsComplianceFinancial planning software
59
MEREWETHER INVESTMENT MANAGEMENT, LP grew from 8 to 12 advisory reps. IAPD ↗fund
$4.28B RAUM · 12 reps · 214-453-5522 · merewetherinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
NONANTUM CAPITAL PARTNERS grew from 19 to 23 advisory reps. IAPD ↗fund
$1.41B RAUM · 23 reps · 617-245-8050 · nonantumcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
STARR PRIVATE EQUITY PARTNERS, LLC grew from 7 to 11 advisory reps. IAPD ↗fund
$4.57B RAUM · 11 reps · 646-648-5507
CRMRecruiting & transitionsComplianceFinancial planning software
59
FIN CAPITAL grew from 14 to 18 advisory reps. IAPD ↗fund
$1.27B RAUM · 18 reps · 415-300-0702 · fin.capital
CRMRecruiting & transitionsComplianceFinancial planning software
59
MARITIME PARTNERS, LLC grew from 9 to 13 advisory reps. IAPD ↗fund
$3.06B RAUM · 13 reps · 504-264-5870
CRMRecruiting & transitionsComplianceFinancial planning software
59
HILDRED CAPITAL MANAGEMENT, LLC grew from 10 to 14 advisory reps. IAPD ↗fund
$2.64B RAUM · 14 reps · 646-362-5965 · hildredcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
KINGSWOOD CAPITAL MANAGEMENT, L.P. grew from 16 to 20 advisory reps. IAPD ↗fund
$2.95B RAUM · 20 reps · 424-200-6600 · kingswood-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
MTC WEALTH MANAGEMENT grew from 6 to 10 advisory reps. IAPD ↗institutional
$207.7M RAUM · 10 reps · 888-727-9191 · mtcwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
LAGO ASSET MANAGEMENT grew from 9 to 15 advisory reps. IAPD ↗fund
$457.3M RAUM · 15 reps · 7734175246 · lagoinnovation.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
BLACK CHAMBER PARTNERS, LLC grew from 7 to 11 advisory reps. IAPD ↗fund
$1.80B RAUM · 11 reps · 202 274 4768 · blackchambergroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
KNOX LANE LP grew from 13 to 17 advisory reps. IAPD ↗fund
$3.09B RAUM · 17 reps · (415) 651-2279
CRMRecruiting & transitionsComplianceFinancial planning software
59
LONGRANGE CAPITAL, L.P. grew from 12 to 16 advisory reps. IAPD ↗fund
$1.77B RAUM · 16 reps · 203-423-3935 · longrangecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
TCG CROSSOVER MANAGEMENT, LLC grew from 6 to 10 advisory reps. IAPD ↗fund
$1.80B RAUM · 10 reps · 650-924-9424 · tcgcrossover.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ARIEL ALTERNATIVES, LLC grew from 12 to 16 advisory reps. IAPD ↗fund
$1.45B RAUM · 16 reps · 312-726-0140 · arielalternatives.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
KEYSTONE CAPITAL grew from 20 to 24 advisory reps. IAPD ↗fund
$1.28B RAUM · 24 reps · 312-219-7900 · keystonecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ALLY BRIDGE GROUP (PE) LLC grew from 9 to 13 advisory reps. IAPD ↗fund
$1.35B RAUM · 13 reps · 646-829-9676 · ally-bridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
SANDBROOK CAPITAL MANAGEMENT LP grew from 17 to 21 advisory reps. IAPD ↗fund
$2.45B RAUM · 21 reps · 475-268-1450
CRMRecruiting & transitionsComplianceFinancial planning software
59
GREY ROCK MANAGEMENT PARTNERS IV, LLC grew from 4 to 10 advisory reps. IAPD ↗fund
$733.1M RAUM · 10 reps · 214-396-2850 · grey-rock.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
FIRST TRUST CAPITAL MANAGEMENT L.P. grew from 16 to 20 advisory reps. IAPD ↗fund
$8.20B RAUM · 20 reps · 773.828.6700
CRMRecruiting & transitionsComplianceFinancial planning software
59
AVALA GLOBAL LP grew from 6 to 10 advisory reps. IAPD ↗fund
$1.90B RAUM · 10 reps · 732-533-3222
CRMRecruiting & transitionsComplianceFinancial planning software
59
COALESCE CAPITAL MANAGEMENT LLC grew from 12 to 16 advisory reps. IAPD ↗fund
$1.36B RAUM · 16 reps · (646) 222-5910
CRMRecruiting & transitionsComplianceFinancial planning software
59
ROC360 ADVISORS LLC grew from 35 to 41 advisory reps. IAPD ↗fund
$907.0M RAUM · 41 reps · 212-607-8333
CRMRecruiting & transitionsComplianceFinancial planning software
59
COLLABORATIVE FUND ADVISORS grew from 3 to 7 advisory reps. IAPD ↗institutional
$39.0M RAUM · 7 reps · 203-629-3300 · anydrusfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
LINGOTTO US LLC grew from 1 to 5 advisory reps. IAPD ↗fund
$1.18B RAUM · 5 reps · 44 (0) 20 3781 9332 · lingotto.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
SETPOINT CAPITAL grew from 5 to 11 advisory reps. IAPD ↗fund
$483.5M RAUM · 11 reps · 512-240-2513 · setpointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
D2 ASSET MANAGEMENT grew from 2 to 6 advisory reps. IAPD ↗fund
$1.02B RAUM · 6 reps · 214-831-5640
CRMRecruiting & transitionsComplianceFinancial planning software
58
AON SECURITIES LLC grew from 11 to 14 advisory reps. IAPD ↗institutional
$0 RAUM · 14 reps · 312-381-4488
CRMRecruiting & transitionsComplianceFinancial planning software
58
PINNACLE ASSET MANAGEMENT, L.P. grew from 8 to 11 advisory reps. IAPD ↗fund
$8.79B RAUM · 11 reps · 212-750-1778 · pinnacle-lp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
TRUEBRIDGE CAPITAL PARTNERS grew from 11 to 14 advisory reps. IAPD ↗fund
$9.57B RAUM · 14 reps · 919-442-5201 · truebridgecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
HIMALAYA CAPITAL grew from 15 to 18 advisory reps. IAPD ↗fund
$17.18B RAUM · 18 reps · (206) 707-0768 · himalayacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
COOPER CREEK PARTNERS MANAGEMENT LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$4.52B RAUM · 8 reps · 646-291-2852
CRMRecruiting & transitionsComplianceFinancial planning software
58
WINDROSE HEALTH INVESTORS, LLC grew from 14 to 17 advisory reps. IAPD ↗fund
$3.68B RAUM · 17 reps · 212-887-2105 · windrose.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
IVY HILL ASSET MANAGEMENT, L.P. grew from 14 to 17 advisory reps. IAPD ↗fund
$12.55B RAUM · 17 reps · 212-710-2100 · aresmgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
OWNER RESOURCE GROUP, LLC grew from 10 to 15 advisory reps. IAPD ↗fund
$521.2M RAUM · 15 reps · 512-505-4180
CRMRecruiting & transitionsComplianceFinancial planning software
58
SPP MANAGEMENT SERVICES, LLC grew from 14 to 19 advisory reps. IAPD ↗fund
$546.0M RAUM · 19 reps · 704-654-3400
CRMRecruiting & transitionsComplianceFinancial planning software
58
CARRICK CAPITAL PARTNERS grew from 13 to 16 advisory reps. IAPD ↗fund
$1.64B RAUM · 16 reps · 415-432-4100 · carrickcapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
EDGESTREAM PARTNERS, L.P. grew from 10 to 13 advisory reps. IAPD ↗fund
$3.37B RAUM · 13 reps · 609-681-2200 · edgestreamlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
THINK INVESTMENTS grew from 9 to 12 advisory reps. IAPD ↗fund
$4.05B RAUM · 12 reps · 415-675-3279 · thinkinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
REVELATION CAPITAL MANAGEMENT, LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$1.59B RAUM · 11 reps · 415-636-5420 · revelation-partners.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
AETHON ENERGY MANAGEMENT grew from 7 to 12 advisory reps. IAPD ↗fund
$672.9M RAUM · 12 reps · 214-750-3820 · aethonenergy.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
AXAR CAPITAL MANAGEMENT LP grew from 6 to 9 advisory reps. IAPD ↗fund
$3.15B RAUM · 9 reps · 212-356-6130 · axarcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
DC CAPITAL PARTNERS MANAGEMENT, L.P. grew from 12 to 15 advisory reps. IAPD ↗fund
$1.56B RAUM · 15 reps · (202) 737-5220 · dccp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
FAIRMOUNT FUNDS MANAGEMENT LLC grew from 11 to 14 advisory reps. IAPD ↗fund
$3.17B RAUM · 14 reps · 267-262-5300 · fairmountfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
VESEY STREET CAPITAL PARTNERS grew from 8 to 11 advisory reps. IAPD ↗fund
$1.22B RAUM · 11 reps · 646-847-2438 · vscpllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
DIGITAL ALPHA ADVISORS, LLC grew from 9 to 12 advisory reps. IAPD ↗fund
$2.38B RAUM · 12 reps · (408) 660-7014 · digitalalpha.net
CRMRecruiting & transitionsComplianceFinancial planning software
58
ARC70 ADVISERS LP grew from 6 to 9 advisory reps. IAPD ↗fund
$1.89B RAUM · 9 reps · (415) 322-3260 · arc70.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC grew from 15 to 18 advisory reps. IAPD ↗fund
$3.63B RAUM · 18 reps · 617-410-4800 · evolutioncreditpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
SWEETWATER PRIVATE EQUITY grew from 11 to 14 advisory reps. IAPD ↗fund
$1.29B RAUM · 14 reps · 760-652-6353
CRMRecruiting & transitionsComplianceFinancial planning software
58
DECLARATION PARTNERS LP grew from 15 to 18 advisory reps. IAPD ↗fund
$2.21B RAUM · 18 reps · 212-321-4030
CRMRecruiting & transitionsComplianceFinancial planning software
58
ARBOUR LANE CAPITAL MANAGEMENT LP grew from 15 to 18 advisory reps. IAPD ↗fund
$7.47B RAUM · 18 reps · (212) 231-8763 · arbourlanecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
BIOS CAPITAL MANAGEMENT, LP grew from 1 to 6 advisory reps. IAPD ↗fund
$271.1M RAUM · 6 reps · 817-984-9197
CRMRecruiting & transitionsComplianceFinancial planning software
58
PARKMAN HEALTHCARE PARTNERS LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$1.22B RAUM · 8 reps · (203) 516-3690 · parkmanhp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
BANNER RIDGE PARTNERS grew from 15 to 18 advisory reps. IAPD ↗fund
$8.46B RAUM · 18 reps · (212) 301-7135
CRMRecruiting & transitionsComplianceFinancial planning software
58
SR ONE CAPITAL MANAGEMENT, LP grew from 13 to 16 advisory reps. IAPD ↗fund
$2.09B RAUM · 16 reps · 610-220-4913 · srone.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
DRIFTWOOD ADVISORS, LLC grew from 15 to 20 advisory reps. IAPD ↗fund
$881.0M RAUM · 20 reps · 305-500-9998 · driftwoodadvisors.us
CRMRecruiting & transitionsComplianceFinancial planning software
58
NEWMARKET INVESTMENT MANAGEMENT, LP grew from 13 to 16 advisory reps. IAPD ↗fund
$2.67B RAUM · 16 reps · 215-701-9690 · newmarketcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
GGP MANAGEMENT, L.P. grew from 10 to 13 advisory reps. IAPD ↗fund
$1.31B RAUM · 13 reps · 310-807-2943 · griffingp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
GROWTH CATALYST PARTNERS, L.P. grew from 9 to 12 advisory reps. IAPD ↗fund
$1.08B RAUM · 12 reps · (312) 283-3689
CRMRecruiting & transitionsComplianceFinancial planning software
58
MANE GLOBAL CAPITAL MANAGEMENT LP grew from 12 to 15 advisory reps. IAPD ↗fund
$3.36B RAUM · 15 reps · (212) 970-8700
CRMRecruiting & transitionsComplianceFinancial planning software
58
BANSK GROUP LLC grew from 14 to 17 advisory reps. IAPD ↗fund
$3.22B RAUM · 17 reps · (646) 757-9137 · banskgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
SF ADVISORS, LLC grew from 18 to 26 advisory reps. IAPD ↗fund
$160.8M RAUM · 26 reps · 617-939-9900 · socialfinance.org
CRMRecruiting & transitionsComplianceFinancial planning software
58
DI INVESTMENT MANAGEMENT LP grew from 40 to 45 advisory reps. IAPD ↗fund
$365.4M RAUM · 45 reps · 214-775-4712 · dalfen.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
ONE MADISON GROUP LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$5.75B RAUM · 13 reps · 212-655-7197 · onemadisongroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
LONG FOCUS CAPITAL MANAGEMENT LLC grew from 3 to 6 advisory reps. IAPD ↗fund
$1.70B RAUM · 6 reps · (787) 333-0240
CRMRecruiting & transitionsComplianceFinancial planning software
58
ALLIED INDUSTRIAL PARTNERS grew from 8 to 11 advisory reps. IAPD ↗fund
$1.16B RAUM · 11 reps · 832-415-9055
CRMRecruiting & transitionsComplianceFinancial planning software
58
SIMPLIFY EQLS LLC grew from 10 to 13 advisory reps. IAPD ↗institutional
$114.3M RAUM · 13 reps · 646-585-0476
CRMRecruiting & transitionsComplianceFinancial planning software
58
TOWN LANE MANAGEMENT LP grew from 7 to 10 advisory reps. IAPD ↗fund
$1.34B RAUM · 10 reps · 212-404-7904 · townlane.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
AIP CAPITAL ADVISORS LLC grew from 7 to 12 advisory reps. IAPD ↗fund
$360.0M RAUM · 12 reps · 203-487-8200 · aipcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
ION PACIFIC, INC. grew from 3 to 8 advisory reps. IAPD ↗fund
$483.1M RAUM · 8 reps · -5739 · ionpacific.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
AGELLUS CAPITAL, LLC grew from 5 to 10 advisory reps. IAPD ↗fund
$437.6M RAUM · 10 reps · 314-408-5600
CRMRecruiting & transitionsComplianceFinancial planning software
58
5C ADVISOR grew from 3 to 11 advisory reps. IAPD ↗fund
$25.0M RAUM · 11 reps · 212-516-3171 · 5cinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
NIOBRARA CAPITAL PARTNERS grew from 1 to 4 advisory reps. IAPD ↗fund
$7.74B RAUM · 4 reps · 917-944-1484 · niobraracap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SMITH GROUP ASSET MANAGEMENT grew from 8 to 10 advisory reps. IAPD ↗institutional
$133.7M RAUM · 10 reps · 214-880-4600
CRMRecruiting & transitionsComplianceFinancial planning software
57
ARLINGTON PARTNERS LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$1.65B RAUM · 9 reps · 205-488-4300 · arlington.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
RIVERNORTH CAPITAL MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$6.18B RAUM · 10 reps · 561-484-7185 · rivernorth.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CRG grew from 9 to 11 advisory reps. IAPD ↗fund
$2.89B RAUM · 11 reps · 713-209-7350
CRMRecruiting & transitionsComplianceFinancial planning software
57
UNFCU ADVISORS LLC grew from 2 to 4 advisory reps. IAPD ↗institutional
$31.8M RAUM · 4 reps · 212-324-3900
CRMRecruiting & transitionsComplianceFinancial planning software
57
TWIN TREE MANAGEMENT, LP grew from 8 to 10 advisory reps. IAPD ↗fund
$7.39B RAUM · 10 reps · 214-979-2313
CRMRecruiting & transitionsComplianceFinancial planning software
57
LONGBOARD ASSET MANAGEMENT grew from 4 to 6 advisory reps. IAPD ↗institutional
$141.7M RAUM · 6 reps · 800-290-8319
CRMRecruiting & transitionsComplianceFinancial planning software
57
SERENGETI ASSET MANAGEMENT LP grew from 10 to 12 advisory reps. IAPD ↗fund
$1.13B RAUM · 12 reps · 212-672-2220
CRMRecruiting & transitionsComplianceFinancial planning software
57
QVT FINANCIAL LP grew from 6 to 8 advisory reps. IAPD ↗fund
$1.75B RAUM · 8 reps · (212) 705-8888 · qvt.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CADIAN CAPITAL MANAGEMENT, LP grew from 9 to 11 advisory reps. IAPD ↗fund
$3.32B RAUM · 11 reps · 212-792-8800 · cadiancap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
KENSICO CAPITAL MANAGEMENT CORP. grew from 9 to 11 advisory reps. IAPD ↗fund
$6.03B RAUM · 11 reps · 203-862-5800 · kensicocapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
BRYNWOOD PARTNERS grew from 10 to 12 advisory reps. IAPD ↗fund
$2.32B RAUM · 12 reps · 203-622-1790 · brynwoodpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CORVEX MANAGEMENT LP grew from 6 to 8 advisory reps. IAPD ↗fund
$4.05B RAUM · 8 reps · 212-474-6700 · corvexmanagementlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
OCEAN AVENUE CAPITAL PARTNERS, L.P. grew from 9 to 11 advisory reps. IAPD ↗fund
$2.20B RAUM · 11 reps · (424) 238-0730 · oceanavenuecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
MANGROVE PARTNERS grew from 8 to 10 advisory reps. IAPD ↗fund
$2.08B RAUM · 10 reps · 212-897-9535 · mangrovepartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
BALMORAL MANAGEMENT II L.P. grew from 10 to 12 advisory reps. IAPD ↗fund
$1.38B RAUM · 12 reps · 310-473-3065 · balmoralfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
MALABAR INVESTMENTS, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$1.16B RAUM · 7 reps · 212-486-6670 · malabarinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ROCK SPRINGS CAPITAL grew from 7 to 9 advisory reps. IAPD ↗fund
$3.32B RAUM · 9 reps · 410-220-0130
CRMRecruiting & transitionsComplianceFinancial planning software
57
VR ADVISER, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$3.27B RAUM · 11 reps · 212-444-4100
CRMRecruiting & transitionsComplianceFinancial planning software
57
VERGER CAPITAL MANAGEMENT grew from 5 to 7 advisory reps. IAPD ↗fund
$2.87B RAUM · 7 reps · 336-934-4101 · vergercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
DLD ASSET MANAGEMENT, LP grew from 7 to 9 advisory reps. IAPD ↗fund
$1.62B RAUM · 9 reps · 347-735-5115 · dldam.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
GREENRIDGE GROWTH PARTNERS grew from 10 to 14 advisory reps. IAPD ↗fund
$441.8M RAUM · 14 reps · 512-426-6919 · greenridgegrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
VENDERA MANAGEMENT HOLDINGS, LLC grew from 4 to 8 advisory reps. IAPD ↗fund
$663.1M RAUM · 8 reps · 469-248-3079 · venderaresources.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
LUMINATE CAPITAL PARTNERS grew from 7 to 9 advisory reps. IAPD ↗fund
$3.30B RAUM · 9 reps · 415-278-1506
CRMRecruiting & transitionsComplianceFinancial planning software
57
TRUE GREEN CAPITAL MANAGEMENT LLC grew from 11 to 15 advisory reps. IAPD ↗fund
$705.3M RAUM · 15 reps · 855-335-5900
CRMRecruiting & transitionsComplianceFinancial planning software
57
GILLSON CAPITAL grew from 9 to 11 advisory reps. IAPD ↗fund
$1.66B RAUM · 11 reps · 312-667-8920 · gillsoncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
INTRINSIC EDGE CAPITAL MANAGEMENT LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$1.25B RAUM · 10 reps · 312-734-1094
CRMRecruiting & transitionsComplianceFinancial planning software
57
MARBLE CAPITAL LP grew from 8 to 10 advisory reps. IAPD ↗fund
$2.84B RAUM · 10 reps · 713-823-5433
CRMRecruiting & transitionsComplianceFinancial planning software
57
QUIET CAPITAL MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$2.47B RAUM · 8 reps · 415-840-0555
CRMRecruiting & transitionsComplianceFinancial planning software
57
WILLOW TREE CREDIT PARTNERS LP grew from 10 to 12 advisory reps. IAPD ↗fund
$2.45B RAUM · 12 reps · 212-218-1090
CRMRecruiting & transitionsComplianceFinancial planning software
57
MEDLEY PARTNERS MANAGEMENT LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$6.77B RAUM · 9 reps · 415-375-8790 · medleyp.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
AUXO INVESTMENT PARTNERS, LLC grew from 7 to 11 advisory reps. IAPD ↗fund
$292.0M RAUM · 11 reps · 616-980-9810
CRMRecruiting & transitionsComplianceFinancial planning software
57
ARGONNE CAPITAL GROUP, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$1.58B RAUM · 9 reps · 404-364-2984
CRMRecruiting & transitionsComplianceFinancial planning software
57
OPTI CAPITAL MANAGEMENT LP grew from 5 to 7 advisory reps. IAPD ↗fund
$2.51B RAUM · 7 reps · 212.430.2184
CRMRecruiting & transitionsComplianceFinancial planning software
57
EMPROS CAPITAL LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$1.04B RAUM · 9 reps · 415-234-7318 · empros.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
HEARD CAPITAL LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$1.91B RAUM · 6 reps · 312-786-5210 · heardcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
NEWVIEW CAPITAL MANAGEMENT, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$3.30B RAUM · 12 reps · 650-416-1590
CRMRecruiting & transitionsComplianceFinancial planning software
57
PARSIFAL CAPITAL MANAGEMENT, LP grew from 6 to 8 advisory reps. IAPD ↗fund
$1.75B RAUM · 8 reps · 203-266-3200 · parsifalmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SCIENS DIVERSIFIED MANAGERS LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$1.01B RAUM · 9 reps · 212-471-6100
CRMRecruiting & transitionsComplianceFinancial planning software
57
EMERALD LAKE CAPITAL MANAGEMENT, L.P. grew from 7 to 9 advisory reps. IAPD ↗fund
$1.53B RAUM · 9 reps · 424-768-9302 · emeraldlakecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
WEBS CREEK CAPITAL MANAGEMENT LP grew from 5 to 7 advisory reps. IAPD ↗fund
$1.04B RAUM · 7 reps · 972-546-2504 · webscreekcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
LOGOS GLOBAL MANAGEMENT, L.P. grew from 4 to 6 advisory reps. IAPD ↗fund
$1.44B RAUM · 6 reps · 415-801-4660
CRMRecruiting & transitionsComplianceFinancial planning software
57
OSPRAIE MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$1.30B RAUM · 10 reps · 212-602-5000 · ospraieagscience.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SOURCEROCK GROUP LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$2.60B RAUM · 9 reps · 312-361-3360 · sourcerocklp.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SER CAPITAL PARTNERS MANAGEMENT, LP grew from 6 to 10 advisory reps. IAPD ↗fund
$676.8M RAUM · 10 reps · 415-873-1011 · sercapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
EPFC CAPITAL PARTNERS grew from 9 to 11 advisory reps. IAPD ↗fund
$2.76B RAUM · 11 reps · 929-447-0490 · epfc.capital
CRMRecruiting & transitionsComplianceFinancial planning software
57
RADIAL EQUITY PARTNERS LP grew from 11 to 15 advisory reps. IAPD ↗fund
$790.3M RAUM · 15 reps · 212-551-4600 · radialequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CLEARHAVEN PARTNERS LP grew from 10 to 12 advisory reps. IAPD ↗fund
$1.01B RAUM · 12 reps · 617-221-7721
CRMRecruiting & transitionsComplianceFinancial planning software
57
GOODFINCH MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$1.45B RAUM · 10 reps · 916-262-8199 · goodfinch.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
WASHINGTON HARBOUR PARTNERS LP grew from 5 to 7 advisory reps. IAPD ↗fund
$1.62B RAUM · 7 reps · 202-891-6202 · washingtonharbour.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SPICEWOOD MINERAL MANAGEMENT, LLC grew from 4 to 8 advisory reps. IAPD ↗fund
$605.9M RAUM · 8 reps · 214-489-7090 · spicewoodpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ASCEND PARTNERS grew from 9 to 11 advisory reps. IAPD ↗fund
$1.16B RAUM · 11 reps · 646-689-2100 · ascendpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
FOURSIXTHREE CAPITAL LP grew from 7 to 9 advisory reps. IAPD ↗fund
$1.63B RAUM · 9 reps · 646-805-5400 · 463cap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
FITZWALTER CAPITAL (US) LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$3.08B RAUM · 9 reps · 212-476-7746 · fwcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
INVICTUS GROWTH PARTNERS grew from 8 to 10 advisory reps. IAPD ↗fund
$1.04B RAUM · 10 reps · 415-886-9830 · invictusgrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
BHARCAP PARTNERS, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$2.31B RAUM · 7 reps · 203-489-7770 · bharcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
IRON PATH CAPITAL, L.P. grew from 14 to 18 advisory reps. IAPD ↗fund
$447.1M RAUM · 18 reps · 434-257-3288
CRMRecruiting & transitionsComplianceFinancial planning software
57
BURKEHILL GLOBAL MANAGEMENT, LP grew from 4 to 6 advisory reps. IAPD ↗fund
$2.52B RAUM · 6 reps · 2124906760
CRMRecruiting & transitionsComplianceFinancial planning software
57
COMPASS GROUP EQUITY PARTNERS grew from 18 to 22 advisory reps. IAPD ↗fund
$823.3M RAUM · 22 reps · 314-721-2800
CRMRecruiting & transitionsComplianceFinancial planning software
57
CAPITOL MERIDIAN PARTNERS LP grew from 9 to 11 advisory reps. IAPD ↗fund
$1.37B RAUM · 11 reps · 202-742-9920 · capitolmeridian.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
DCA FAMILY OFFICE, LLC grew from 5 to 7 advisory reps. IAPD ↗institutional
$161.7M RAUM · 7 reps · (916) 960-5357
CRMRecruiting & transitionsComplianceFinancial planning software
57
BG AMERICA LLC grew from 3 to 5 advisory reps. IAPD ↗institutional
$111.3M RAUM · 5 reps · (212)8372300
CRMRecruiting & transitionsComplianceFinancial planning software
57
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$4.26B RAUM · 11 reps · 312-948-9899 · usitfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
PHOENIX MERCHANT PARTNERS, LP grew from 10 to 12 advisory reps. IAPD ↗fund
$1.61B RAUM · 12 reps · 212-804-9990
CRMRecruiting & transitionsComplianceFinancial planning software
57
THE LINONIA PARTNERSHIP LP grew from 5 to 7 advisory reps. IAPD ↗fund
$3.28B RAUM · 7 reps · (646) 989 4226 · linonia.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ELDRIDGE ACRE PARTNERS, LP grew from 10 to 14 advisory reps. IAPD ↗fund
$893.4M RAUM · 14 reps · 213-814-6533 · eldridgeacre.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC grew from 7 to 9 advisory reps. IAPD ↗institutional
$230.6M RAUM · 9 reps · 332-233-9292 · amberinfrastructure.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
NORTHAMPTON CAPITAL PARTNERS grew from 9 to 11 advisory reps. IAPD ↗fund
$1.08B RAUM · 11 reps · 914-309-1746
CRMRecruiting & transitionsComplianceFinancial planning software
57
BENCHSTONE CAPITAL MANAGEMENT LP grew from 5 to 7 advisory reps. IAPD ↗fund
$1.10B RAUM · 7 reps · 646-908-6000 · benchstonecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
CONSILIUM INVESTMENT MANAGEMENT LLC grew from 1 to 4 advisory reps. IAPD ↗fund
$484.9M RAUM · 4 reps · 954-315-9380
CRMRecruiting & transitionsComplianceFinancial planning software
56
QUONA CAPITAL MANAGEMENT LLC grew from 13 to 16 advisory reps. IAPD ↗fund
$985.3M RAUM · 16 reps · 202-706-5886 · crunchbase.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
ORANGEWOOD PARTNERS MANAGEMENT LLC grew from 9 to 12 advisory reps. IAPD ↗fund
$970.6M RAUM · 12 reps · 212-324-5630
CRMRecruiting & transitionsComplianceFinancial planning software
56
CROSSTIMBERS CAPITAL GROUP, LLC grew from 13 to 16 advisory reps. IAPD ↗fund
$761.9M RAUM · 16 reps · 832-487-0000
CRMRecruiting & transitionsComplianceFinancial planning software
56
ROG VI L.L.C. grew from 13 to 16 advisory reps. IAPD ↗fund
$455.2M RAUM · 16 reps · 713-874-9000 · riverbendenergygroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
WARANA CAPITAL, LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$652.0M RAUM · 8 reps · (201) 803-2699 · waranacap.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
BH3 FUND ADVISORS, LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$526.1M RAUM · 11 reps · 954-416-3140 · bh-3.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
SANDGLASS CAPITAL ADVISORS LLC grew from 12 to 15 advisory reps. IAPD ↗fund
$669.4M RAUM · 15 reps · 646-780-1102 · sandglasscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
LONGSHORE CAPITAL PARTNERS grew from 4 to 7 advisory reps. IAPD ↗fund
$360.0M RAUM · 7 reps · 312-237-3838 · longshorecp.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. grew from 12 to 15 advisory reps. IAPD ↗fund
$441.8M RAUM · 15 reps · 312-932-0200 · benfordcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
MATTERHORN CAPITAL ADVISORS, LLC grew from 6 to 9 advisory reps. IAPD ↗fund
$331.4M RAUM · 9 reps · 610-940-5303 · matterhorncapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
CUADRILLA CAPITAL, LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$625.0M RAUM · 8 reps · 818-835-0415 · cuadrillacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
BRAEMONT CAPITAL grew from 6 to 9 advisory reps. IAPD ↗fund
$664.6M RAUM · 9 reps · 214-833-8883 · braemont.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
EDEN GLOBAL ADVISORS LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$279.2M RAUM · 13 reps · 212-466-6790
CRMRecruiting & transitionsComplianceFinancial planning software
56
CACHE ADVISORS LLC grew from 1 to 4 advisory reps. IAPD ↗fund
$290.6M RAUM · 4 reps · 6505331528 · usecache.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
POWER SUSTAINABLE MANAGER US, INC. grew from 7 to 10 advisory reps. IAPD ↗fund
$715.0M RAUM · 10 reps · +1.514.286.7400 · powersustainable.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
FORMAN CAPITAL, LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$368.1M RAUM · 11 reps · 561-588-0132 · formancap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD grew from 317 to 430 advisory reps. IAPD ↗foreign
$70.94B RAUM · 430 reps · +44 (0)20 7658 6000 · schroders.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BLACKROCK INTERNATIONAL LIMITED grew from 27 to 71 advisory reps. IAPD ↗foreign
$34.08B RAUM · 71 reps · 44 131 4727200
CRMRecruiting & transitionsComplianceFinancial planning software
55
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL grew from 202 to 249 advisory reps. IAPD ↗foreign
$440.20B RAUM · 249 reps · 44-207-774-1000
CRMRecruiting & transitionsComplianceFinancial planning software
55
ROBERTSON OPPORTUNITY CAPITAL, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$313.2M RAUM · 5 reps · 972-713-5001 · rocapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SILVERMINE CAPITAL MANAGEMENT grew from 8 to 10 advisory reps. IAPD ↗fund
$256.6M RAUM · 10 reps · 212-649-6600 · man.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ASCENTRIS grew from 23 to 28 advisory reps. IAPD ↗fund
$130.5M RAUM · 28 reps · 303-317-6464 · ascentris.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
MEDINA VALUE PARTNERS, LLC grew from 1 to 3 advisory reps. IAPD ↗fund
$511.6M RAUM · 3 reps · (310) 979-6900
CRMRecruiting & transitionsComplianceFinancial planning software
55
SCOGGIN MANAGEMENT LP grew from 7 to 9 advisory reps. IAPD ↗fund
$350.1M RAUM · 9 reps · 212-355-5600
CRMRecruiting & transitionsComplianceFinancial planning software
55
TAYLOR DERRICK CAPITAL, L.L.C. grew from 8 to 10 advisory reps. IAPD ↗fund
$847.5M RAUM · 10 reps · 801-996-7470 · taylorderrick.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SAMSUNG ASSET MANAGEMENT COMPANY, LTD. grew from 322 to 339 advisory reps. IAPD ↗foreign
$244.45B RAUM · 339 reps · 82-2-3774-7554
CRMRecruiting & transitionsComplianceFinancial planning software
55
PALM BEACH CAPITAL MANAGEMENT III, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$935.1M RAUM · 7 reps · 561-659-9022 · pbcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
LATERAL INVESTMENT MANAGEMENT, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$847.7M RAUM · 11 reps · 650-396-2200 · lateralim.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
STABILIS CAPITAL MANAGEMENT, LP grew from 4 to 6 advisory reps. IAPD ↗fund
$255.3M RAUM · 6 reps · 212-256-8970
CRMRecruiting & transitionsComplianceFinancial planning software
55
HEP MANAGEMENT CORPORATION grew from 6 to 8 advisory reps. IAPD ↗fund
$412.4M RAUM · 8 reps · 646-217-4515
CRMRecruiting & transitionsComplianceFinancial planning software
55
BHMS INVESTMENTS, LP grew from 7 to 9 advisory reps. IAPD ↗fund
$942.8M RAUM · 9 reps · 203-653-3558
CRMRecruiting & transitionsComplianceFinancial planning software
55
SOAPSTONE MANAGEMENT L.P. grew from 2 to 4 advisory reps. IAPD ↗fund
$580.6M RAUM · 4 reps · 212-319-1438 · soapstonecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
HEADLANDS CAPITAL grew from 5 to 7 advisory reps. IAPD ↗fund
$896.3M RAUM · 7 reps · 415-263-7300 · headlandscap.net
CRMRecruiting & transitionsComplianceFinancial planning software
55
GREAT RANGE CAPITAL, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$476.2M RAUM · 11 reps · 913-378-0850
CRMRecruiting & transitionsComplianceFinancial planning software
55
PROSTAR CAPITAL (US) LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$756.4M RAUM · 6 reps · 203-542-7230
CRMRecruiting & transitionsComplianceFinancial planning software
55
FAROL INVESTMENT ADVISERS LP grew from 3 to 5 advisory reps. IAPD ↗fund
$592.4M RAUM · 5 reps · 646-722-2941
CRMRecruiting & transitionsComplianceFinancial planning software
55
ROUND HILL MUSIC LP grew from 7 to 9 advisory reps. IAPD ↗fund
$934.6M RAUM · 9 reps · 615-695-7705 · roundhillmusic.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. grew from 1175 to 1219 advisory reps. IAPD ↗foreign
$72.93B RAUM · 1219 reps · 416-363-9491 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SAVANO DIRECT CAPITAL PARTNERS, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$414.0M RAUM · 9 reps · 443-873-3561 · savanocapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
INNOVATIVE PORTFOLIOS LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$784.6M RAUM · 12 reps · 317-689-6450
CRMRecruiting & transitionsComplianceFinancial planning software
55
DAWSON PARTNERS grew from 39 to 80 advisory reps. IAPD ↗foreign
$18.42B RAUM · 80 reps · 647-925-1284
CRMRecruiting & transitionsComplianceFinancial planning software
55
AGR PARTNERS LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$875.2M RAUM · 10 reps · 559-417-6656 · agrpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ATW PARTNERS LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$581.1M RAUM · 8 reps · 646-975-5548
CRMRecruiting & transitionsComplianceFinancial planning software
55
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. grew from 30 to 46 advisory reps. IAPD ↗foreign
$10.96B RAUM · 46 reps · 65 6889 1000
CRMRecruiting & transitionsComplianceFinancial planning software
55
AXIUM INFRASTRUCTURE INC. grew from 48 to 87 advisory reps. IAPD ↗foreign
$8.28B RAUM · 87 reps · 514-954-6722
CRMRecruiting & transitionsComplianceFinancial planning software
55
ARABLE CAPITAL PARTNERS, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$543.8M RAUM · 8 reps · (866) 927-2253 · arablecp.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ONYXPOINT GLOBAL MANAGEMENT LP grew from 6 to 8 advisory reps. IAPD ↗fund
$483.6M RAUM · 8 reps · (212) 235-1962 · onyxpointglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$414.9M RAUM · 7 reps · (646) 889-2690 · hillcrestfinancellc.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
HAZOOR PARTNERS, LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$393.1M RAUM · 6 reps · 458-203-0665 · hazoorpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
NOVACAP MANAGEMENT INC. grew from 58 to 78 advisory reps. IAPD ↗foreign
$8.37B RAUM · 78 reps · 1-450-651-5000
CRMRecruiting & transitionsComplianceFinancial planning software
55
BLACKSTONE IRELAND LIMITED grew from 263 to 324 advisory reps. IAPD ↗foreign
$13.59B RAUM · 324 reps · 353 1 436 0100 · blackstone.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED grew from 263 to 324 advisory reps. IAPD ↗foreign
$2.28B RAUM · 324 reps · 353 1 436 0100 · apple.co
CRMRecruiting & transitionsComplianceFinancial planning software
55
NEBARI PARTNERS, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$387.0M RAUM · 11 reps · 212-989-8900 · nebari.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
GOLDNER HAWN grew from 10 to 12 advisory reps. IAPD ↗fund
$843.4M RAUM · 12 reps · 612-338-5912 · goldnerhawn.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
LYRIC CAPITAL MANAGEMENT GROUP, L.P. grew from 4 to 6 advisory reps. IAPD ↗fund
$682.7M RAUM · 6 reps · 646-416-7103
CRMRecruiting & transitionsComplianceFinancial planning software
55
PIKE STREET CAPITAL grew from 5 to 7 advisory reps. IAPD ↗fund
$411.2M RAUM · 7 reps · 425-686-3320
CRMRecruiting & transitionsComplianceFinancial planning software
55
BWCP, LP grew from 5 to 7 advisory reps. IAPD ↗fund
$801.6M RAUM · 7 reps · 214-238-5792 · bwcpfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
GUILD CAPITAL MANAGEMENT grew from 6 to 8 advisory reps. IAPD ↗fund
$417.5M RAUM · 8 reps · 3109230225 · guildcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
NORTH ISLAND VENTURES grew from 7 to 9 advisory reps. IAPD ↗fund
$544.8M RAUM · 9 reps · 347-404-2298
CRMRecruiting & transitionsComplianceFinancial planning software
55
SUMMIT PEAK INVESTMENTS, LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$807.5M RAUM · 6 reps · 817-350-4312 · summitpeak.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ARDAN EQUITY PARTNERS, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$254.0M RAUM · 5 reps · 917-304-7294 · ardanequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
TIDEMARK MANAGEMENT COMPANY LP grew from 10 to 12 advisory reps. IAPD ↗fund
$669.4M RAUM · 12 reps · 650-260-4887
CRMRecruiting & transitionsComplianceFinancial planning software
55
INTERLOCK EQUITY LP grew from 9 to 11 advisory reps. IAPD ↗fund
$414.1M RAUM · 11 reps · 310-598-1848 · interlockequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
RAINIER CAPITAL PARTNERS LP grew from 10 to 12 advisory reps. IAPD ↗fund
$339.7M RAUM · 12 reps · 206-594-1130 · rainierpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
4X4 CAPITAL grew from 5 to 7 advisory reps. IAPD ↗fund
$524.3M RAUM · 7 reps · 917-780-8035
CRMRecruiting & transitionsComplianceFinancial planning software
55
CONSELLO CAPITAL grew from 6 to 8 advisory reps. IAPD ↗fund
$261.6M RAUM · 8 reps · 212-884-9304 · consello.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
CARBON DIRECT CAPITAL MANAGEMENT LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$800.0M RAUM · 8 reps · 212-742-3700 · carbondirectcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$358.4M RAUM · 5 reps · 267-778-4045 · semcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
TRM ADVISORS LP grew from 7 to 9 advisory reps. IAPD ↗fund
$292.6M RAUM · 9 reps · 800-817-4152 · trmequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
CORTEN REAL ESTATE MANAGEMENT LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$442.5M RAUM · 12 reps · 215-500-4950
CRMRecruiting & transitionsComplianceFinancial planning software
55
CIRRUS REAL ESTATE PARTNERS grew from 8 to 10 advisory reps. IAPD ↗fund
$819.1M RAUM · 10 reps · 212-385-4040 · cirrusrep.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
POLUS CAPITAL MANAGEMENT (US) INC. grew from 6 to 8 advisory reps. IAPD ↗fund
$508.4M RAUM · 8 reps · 646-653-2389 · poluscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
GUARDIAN PARTNERS INC. grew from 8 to 32 advisory reps. IAPD ↗foreign
$2.93B RAUM · 32 reps · 416.840.8001 · guardiancapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC grew from 28 to 33 advisory reps. IAPD ↗fund
$75.1M RAUM · 33 reps · 816-994-3200 · palmersquarefunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ORIGIN CREDIT ADVISERS, LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$605.5M RAUM · 4 reps · 720-902-8898 · origincreditadvisers.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
YOSEMITE MANAGEMENT, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$866.4M RAUM · 9 reps · 415-370-5830 · yosemite.co
CRMRecruiting & transitionsComplianceFinancial planning software
55
OTRO CAPITAL grew from 6 to 8 advisory reps. IAPD ↗fund
$839.4M RAUM · 8 reps · 1-212-235-7056 · otrocapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
FALCONPOINT CAPITAL PARTNERS LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$700.2M RAUM · 6 reps · 212-301-7601 · falconpointpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
CAPZONE MANAGEMENT LLC grew from 2 to 7 advisory reps. IAPD ↗fund
$208.0M RAUM · 7 reps · 646-580-3195 · capzoneimpactinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
PINE VALLEY CAPITAL PARTNERS LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$535.0M RAUM · 6 reps · 737-497-3710 · pvcapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
TALLVINE PARTNERS MANAGEMENT LP grew from 4 to 6 advisory reps. IAPD ↗fund
$469.6M RAUM · 6 reps · 786-475-3890 · tallvinepartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SCIENCE & TECHNOLOGY PARTNERS, L.P. grew from 3 to 5 advisory reps. IAPD ↗fund
$311.2M RAUM · 5 reps · 212-306-2600 · sandtpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
54
ALPINVEST PARTNERS B.V. grew from 92 to 106 advisory reps. IAPD ↗foreign
$36.68B RAUM · 106 reps · 31-20-540-7575
CRMRecruiting & transitionsComplianceFinancial planning software
53
CAPITAL FUND MANAGEMENT S.A. grew from 66 to 79 advisory reps. IAPD ↗foreign
$12.27B RAUM · 79 reps · +33-1-4949 5949 · cfm.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
BLACKROCK (SINGAPORE) LIMITED grew from 99 to 112 advisory reps. IAPD ↗foreign
$65.60B RAUM · 112 reps · 65 6411 3000
CRMRecruiting & transitionsComplianceFinancial planning software
53
DELOS CAPITAL MANAGEMENT, LP grew from 3 to 6 advisory reps. IAPD ↗fund
$186.7M RAUM · 6 reps · 212-257-4450 · deloscap.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
FLYOVER CAPITAL PARTNERS, LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$142.6M RAUM · 8 reps · 913-904-5500
CRMRecruiting & transitionsComplianceFinancial planning software
53
ECP INVESTMENT ADVISORS LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$182.4M RAUM · 11 reps · (214) 922-1063 · excapadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
LIGHTVIEW CAPITAL, LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$125.8M RAUM · 11 reps · 561-858-1500 · lightviewcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
SOLPACIFIC, LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$133.8M RAUM · 8 reps · 218-720-3807 · solpacificinv.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
KATE CAPITAL LLC grew from 2 to 5 advisory reps. IAPD ↗fund
$218.7M RAUM · 5 reps · 203-216-9667 · katecapllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
MOUNTAIN POINT CREDIT MANAGEMENT LLC grew from 1 to 4 advisory reps. IAPD ↗fund
$15.2M RAUM · 4 reps · 203-900-5855 · mountainpointcredit.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC grew from 1 to 3 advisory reps. IAPD ↗fund
$18.0M RAUM · 3 reps · 212-730-2000 · mdsass.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
HILLSDALE INVESTMENT MANAGEMENT INC. grew from 17 to 29 advisory reps. IAPD ↗foreign
$4.46B RAUM · 29 reps · 416-913-3900
CRMRecruiting & transitionsComplianceFinancial planning software
52
DWS ALTERNATIVES GLOBAL LIMITED grew from 76 to 88 advisory reps. IAPD ↗foreign
$16.60B RAUM · 88 reps · 44 207 547 5344
CRMRecruiting & transitionsComplianceFinancial planning software
52
GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. grew from 35 to 47 advisory reps. IAPD ↗foreign
$67.57B RAUM · 47 reps · 81-3-4587-6000
CRMRecruiting & transitionsComplianceFinancial planning software
52
LION EQUITY INVESTMENT ADVISORS, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$199.8M RAUM · 11 reps · 303-847-4100
CRMRecruiting & transitionsComplianceFinancial planning software
52
STAINES FINANCIAL, LLC grew from 1 to 3 advisory reps. IAPD ↗fund
$166.4M RAUM · 3 reps · 916-663-6723 · stainesfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
KIZE CAPITAL LP grew from 2 to 4 advisory reps. IAPD ↗fund
$237.1M RAUM · 4 reps · (646) 817-3400 · kizecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
EPIC FUNDS grew from 4 to 6 advisory reps. IAPD ↗fund
$146.0M RAUM · 6 reps · (720)-593-6493 · epic-funds.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
BLUE MARLIN HOLDCO LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$51.5M RAUM · 9 reps · 202-213-7885
CRMRecruiting & transitionsComplianceFinancial planning software
52
OPTO INVESTMENT MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$233.6M RAUM · 5 reps · 212-658-0382
CRMRecruiting & transitionsComplianceFinancial planning software
52
VALSPRING CAPITAL grew from 4 to 6 advisory reps. IAPD ↗fund
$244.5M RAUM · 6 reps · 617-314-1177 · valspring.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
VIZCAYA CAPITAL PARTNERS LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$114.2M RAUM · 5 reps · 305-602-5725
CRMRecruiting & transitionsComplianceFinancial planning software
52
BARRETT UPTON CAPITAL PARTNERS grew from 3 to 5 advisory reps. IAPD ↗fund
$96.2M RAUM · 5 reps · 8477520292 · barrettupton.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
1 ROUNDTABLE PARTNERS LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$103.2M RAUM · 12 reps · (917)648-5689 · 1rtfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
1876 PARTNERS, LP grew from 5 to 7 advisory reps. IAPD ↗fund
$246.7M RAUM · 7 reps · 281-545-7805
CRMRecruiting & transitionsComplianceFinancial planning software
52
NEW CATALYST grew from 5 to 7 advisory reps. IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
CRMRecruiting & transitionsComplianceFinancial planning software
51
BNP PARIBAS ASSET MANAGEMENT UK LIMITED grew from 79 to 90 advisory reps. IAPD ↗foreign
$54.20B RAUM · 90 reps · 44 207 595 2000 · bnpparibas-am.co.uk
CRMRecruiting & transitionsComplianceFinancial planning software
50
IA PRIVATE WEALTH (USA) INC. grew from 96 to 116 advisory reps. IAPD ↗foreign
$95.8M RAUM · 116 reps · 1-855-999-2081 · iaprivatewealthusa.com
CRMRecruiting & transitionsComplianceFinancial planning software
49
OVERLOOK INVESTMENTS L.P. grew from 0 to 9 advisory reps. IAPD ↗foreign
$6.80B RAUM · 9 reps · 345-949-2648 · overlookinv.com
CRMRecruiting & transitionsComplianceFinancial planning software
49
CANDRIAM S.C.A. grew from 289 to 298 advisory reps. IAPD ↗foreign
$128.74B RAUM · 298 reps · +352 27 97 39 23
CRMRecruiting & transitionsComplianceFinancial planning software
49
PEARL DIVER CAPITAL LLP grew from 3 to 12 advisory reps. IAPD ↗foreign
$2.48B RAUM · 12 reps · +44(0)20 3967 8032 · pearldivercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
48
PATRIA CAPITAL PARTNERS LLP grew from 17 to 25 advisory reps. IAPD ↗foreign
$3.19B RAUM · 25 reps · +44 07880365824
CRMRecruiting & transitionsComplianceFinancial planning software
48
NAPIER PARK GLOBAL CAPITAL LTD grew from 4 to 12 advisory reps. IAPD ↗foreign
$6.55B RAUM · 12 reps · 011-44-207-866-4772 · napierparkglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
47
NEUBERGER BERMAN EUROPE LIMITED grew from 53 to 60 advisory reps. IAPD ↗foreign
$79.99B RAUM · 60 reps · +44 203-214-9000
CRMRecruiting & transitionsComplianceFinancial planning software
47
ALPEN PARTNERS INTERNATIONAL AG grew from 25 to 32 advisory reps. IAPD ↗foreign
$1.39B RAUM · 32 reps · 0041581057550 · alpeninternational.com
CRMRecruiting & transitionsComplianceFinancial planning software
47
INTEGRAL ILS LTD. grew from 4 to 11 advisory reps. IAPD ↗foreign
$2.91B RAUM · 11 reps · 441-521-6602 · integralils.com
CRMRecruiting & transitionsComplianceFinancial planning software
47
TAULA CAPITAL MANAGEMENT (UK) LLP grew from 13 to 20 advisory reps. IAPD ↗foreign
$160.37B RAUM · 20 reps · 44 20 4570 2067
CRMRecruiting & transitionsComplianceFinancial planning software
46
HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED grew from 98 to 104 advisory reps. IAPD ↗foreign
$128.35B RAUM · 104 reps · 852-2284-1111
CRMRecruiting & transitionsComplianceFinancial planning software
46
MAWER INVESTMENT MANAGEMENT LTD. grew from 80 to 86 advisory reps. IAPD ↗foreign
$45.91B RAUM · 86 reps · 403-262-4673
CRMRecruiting & transitionsComplianceFinancial planning software
46
BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED grew from 11 to 17 advisory reps. IAPD ↗foreign
$13.60B RAUM · 17 reps · 852-2537-6658 · bosera.com.hk
CRMRecruiting & transitionsComplianceFinancial planning software
46
PEMBERTON CAPITAL ADVISORS LLP grew from 77 to 83 advisory reps. IAPD ↗foreign
$24.15B RAUM · 83 reps · 44 (0) 20 7993 9300 · pembertonam.com
CRMRecruiting & transitionsComplianceFinancial planning software
46
TURIM 21 INVESTIMENTOS LTDA grew from 11 to 17 advisory reps. IAPD ↗foreign
$5.23B RAUM · 17 reps · 55 21 2259.8015 · turimbr.com
CRMRecruiting & transitionsComplianceFinancial planning software
46
CAIN INTERNATIONAL ADVISERS LIMITED grew from 69 to 75 advisory reps. IAPD ↗foreign
$4.67B RAUM · 75 reps · 44 (0)20 7569 9000 · cainint.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED grew from 95 to 100 advisory reps. IAPD ↗foreign
$165.35B RAUM · 100 reps · 44-20-7425-8000 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
DIMENSIONAL FUND ADVISORS LTD grew from 60 to 65 advisory reps. IAPD ↗foreign
$276.11B RAUM · 65 reps · + (44) 20-3033-3300 · dimensional.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
FMR INVESTMENT MANAGEMENT (UK) LIMITED grew from 62 to 67 advisory reps. IAPD ↗foreign
$15.11B RAUM · 67 reps · 44(0)2071843500
CRMRecruiting & transitionsComplianceFinancial planning software
45
TT INTERNATIONAL grew from 22 to 27 advisory reps. IAPD ↗foreign
$4.76B RAUM · 27 reps · 00 44 20 7509 1000
CRMRecruiting & transitionsComplianceFinancial planning software
45
POLUS CAPITAL MANAGEMENT LIMITED grew from 35 to 40 advisory reps. IAPD ↗foreign
$6.05B RAUM · 40 reps · 44-20-7259-4800 · poluscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED grew from 190 to 195 advisory reps. IAPD ↗foreign
$210.25B RAUM · 195 reps · 44 207 992 4172 · globalliquidity.hsbc.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED grew from 72 to 77 advisory reps. IAPD ↗foreign
$43.45B RAUM · 77 reps · 44 (0) 207 809 9000 · cbreim.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED grew from 102 to 107 advisory reps. IAPD ↗foreign
$118.55B RAUM · 107 reps · 852 3903 2800 · douyin.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
E FUND MANAGEMENT (HONG KONG) CO., LIMITED grew from 19 to 24 advisory reps. IAPD ↗foreign
$12.46B RAUM · 24 reps · 852-3929-0988 · efunds.com.hk
CRMRecruiting & transitionsComplianceFinancial planning software
45
IRISH LIFE INVESTMENT MANAGERS LIMITED grew from 23 to 28 advisory reps. IAPD ↗foreign
$135.73B RAUM · 28 reps · 00 353 1 704 2000 · ilim.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
VANGUARD ASSET MANAGEMENT, LIMITED grew from 68 to 73 advisory reps. IAPD ↗foreign
$482.96B RAUM · 73 reps · 44 203 7535600 · vanguardinvestor.co.uk
CRMRecruiting & transitionsComplianceFinancial planning software
45
IWC INVESTMENT PARTNERS A/S grew from 16 to 21 advisory reps. IAPD ↗foreign
$2.97B RAUM · 21 reps · +45 5381 1875 · iwcip.dk
CRMRecruiting & transitionsComplianceFinancial planning software
45
FONDSMAEGLERSELSKABET MAJ INVEST A/S grew from 41 to 46 advisory reps. IAPD ↗foreign
$10.75B RAUM · 46 reps · +45 33 38 73 00 · majinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
NINEPOINT PARTNERS LP grew from 12 to 17 advisory reps. IAPD ↗foreign
$3.57B RAUM · 17 reps · 416-362-7172
CRMRecruiting & transitionsComplianceFinancial planning software
45
LARRAINVIAL ASSET MANAGEMENT grew from 44 to 49 advisory reps. IAPD ↗foreign
$2.29B RAUM · 49 reps · 562 2339 8500
CRMRecruiting & transitionsComplianceFinancial planning software
44
LGT WEALTH MANAGEMENT US LIMITED grew from 12 to 16 advisory reps. IAPD ↗foreign
$1.44B RAUM · 16 reps · +44 203 207 8000 · lgtwm-us.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
GRATICULE ASIA MACRO ADVISORS LLC grew from 3 to 9 advisory reps. IAPD ↗foreign
$682.3M RAUM · 9 reps · 65-6671-2500 · gama.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
INTERMEDE INVESTMENT PARTNERS LIMITED grew from 5 to 9 advisory reps. IAPD ↗foreign
$5.52B RAUM · 9 reps · +44 (0)203 763 5810 · intermede.co.uk
CRMRecruiting & transitionsComplianceFinancial planning software
44
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. grew from 3 to 9 advisory reps. IAPD ↗foreign
$682.3M RAUM · 9 reps · 65-6671-2500 · gama.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
ACTUSRAYPARTNERS LIMITED grew from 11 to 15 advisory reps. IAPD ↗foreign
$1.17B RAUM · 15 reps · 852 3698 9298
CRMRecruiting & transitionsComplianceFinancial planning software
44
LINGOTTO INVESTMENT MANAGEMENT LLP grew from 12 to 16 advisory reps. IAPD ↗foreign
$7.50B RAUM · 16 reps · +44(0) 2039579252 · lingotto.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
MAN SOLUTIONS LIMITED grew from 14 to 17 advisory reps. IAPD ↗foreign
$43.76B RAUM · 17 reps · +44 20 7144 1000 · man.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
BASALT INFRASTRUCTURE PARTNERS LLP grew from 14 to 17 advisory reps. IAPD ↗foreign
$8.31B RAUM · 17 reps · +44 207 7663340 · basaltinfra.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
BLS CAPITAL FONDSMAEGLERSELSKAB A/S grew from 8 to 11 advisory reps. IAPD ↗foreign
$7.77B RAUM · 11 reps · 0045-4558-4020 · blscapital.dk
CRMRecruiting & transitionsComplianceFinancial planning software
43
SETANTA ASSET MANAGEMENT LTD grew from 15 to 18 advisory reps. IAPD ↗foreign
$15.02B RAUM · 18 reps · 00 353 1 612 4900 · setanta-asset.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD grew from 3 to 8 advisory reps. IAPD ↗foreign
$913.8M RAUM · 8 reps · 41583176400 · jsafrasarasin.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. grew from 2 to 5 advisory reps. IAPD ↗foreign
$5.35B RAUM · 5 reps · 6566225440 · complusam.com
CRMRecruiting & transitionsComplianceFinancial planning software
42
BELLECAPITAL INTERNATIONAL grew from 9 to 11 advisory reps. IAPD ↗foreign
$1.76B RAUM · 11 reps · 41 44 268 11 70 · bellecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
42
SYSTEMATICA INVESTMENTS UK LLP grew from 7 to 9 advisory reps. IAPD ↗foreign
$20.96B RAUM · 9 reps · 44 2031805700
CRMRecruiting & transitionsComplianceFinancial planning software
42
BW ASSET MANAGEMENT LTD grew from 15 to 22 advisory reps. IAPD ↗foreign
$135.9M RAUM · 22 reps · +1 3457438805
CRMRecruiting & transitionsComplianceFinancial planning software
42
GORDIAN CAPITAL JAPAN LIMITED grew from 9 to 11 advisory reps. IAPD ↗foreign
$1.26B RAUM · 11 reps · +81 3-4520-2323
CRMRecruiting & transitionsComplianceFinancial planning software
42
NOVACAP MANAGEMENT FINANCIAL SERVICES INC. grew from 7 to 11 advisory reps. IAPD ↗foreign
$409.1M RAUM · 11 reps · 1-450-651-5000 · novacap.ca
CRMRecruiting & transitionsComplianceFinancial planning software
40
REYL OVERSEAS LTD. grew from 5 to 7 advisory reps. IAPD ↗foreign
$333.3M RAUM · 7 reps · +41 58 717 9400 · reyl-overseas.com
CRMRecruiting & transitionsComplianceFinancial planning software
40
RESOLUTE GLOBAL PARTNERS, LTD. grew from 5 to 7 advisory reps. IAPD ↗foreign
$315.4M RAUM · 7 reps · 441-599-8308
CRMRecruiting & transitionsComplianceFinancial planning software
40
SHOREVEST PARTNERS, LTD. grew from 16 to 21 advisory reps. IAPD ↗foreign
$193.7M RAUM · 21 reps · +1 (284) 494-7065 · shorevest.com
CRMRecruiting & transitionsComplianceFinancial planning software
40
DUNHILL FINANCIAL grew from 6 to 8 advisory reps. IAPD ↗foreign
$322.9M RAUM · 8 reps · +44 7514 993 556
CRMRecruiting & transitionsComplianceFinancial planning software
40
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. grew from 9 to 11 advisory reps. IAPD ↗foreign
$721.5M RAUM · 11 reps · 55 11 5116 1900 · rootcapital.com.br
CRMRecruiting & transitionsComplianceFinancial planning software
39
DRACO EVOLUTION grew from 1 to 5 advisory reps. IAPD ↗foreign
$12.4M RAUM · 5 reps · 949-535-4675 · dracoevolution.com
CRMRecruiting & transitionsComplianceFinancial planning software
37
BIN YUAN CAPITAL (CAYMAN) LIMITED grew from 9 to 11 advisory reps. IAPD ↗foreign
$82.0M RAUM · 11 reps · +1 3459433100 · binyuancapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
37
ASTRIS ADVISORY JAPAN K.K. grew from 4 to 6 advisory reps. IAPD ↗foreign
$0 RAUM · 6 reps · 81-3-6868-8706 · astrisadvisory.com
CRMRecruiting & transitionsComplianceFinancial planning software
37
MARNOA PRIVATE WEALTH COUNSEL LTD. grew from 1 to 3 advisory reps. IAPD ↗foreign
$1.4M RAUM · 3 reps · 519-707-0049 · marnoa.ca
CRMRecruiting & transitionsComplianceFinancial planning software
new office — 964 Count of additional offices increased.
55
J.P. MORGAN SECURITIES LLC added office(s): 3411 -> 3559 additional locations. IAPD ↗
$352.61B RAUM · 8097 reps · 800-999-2000
Office IT & facilitiesCRMRecruiting & transitions
55
OPPENHEIMER & CO. INC. added office(s): 117 -> 123 additional locations. IAPD ↗
$32.42B RAUM · 1295 reps · 212-668-8000 · oppenheimer.com
Office IT & facilitiesCRMRecruiting & transitions
55
ESI FINANCIAL ADVISORS added office(s): 230 -> 257 additional locations. IAPD ↗
$2.45B RAUM · 430 reps · 800-344-7437 · equity-services.com
Office IT & facilitiesCRMRecruiting & transitions
55
GOLDMAN SACHS & CO. LLC added office(s): 24 -> 35 additional locations. IAPD ↗
$233.16B RAUM · 2318 reps · 212-902-1000
Office IT & facilitiesCRMRecruiting & transitions
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED added office(s): 460 -> 486 additional locations. IAPD ↗
$171.21B RAUM · 3045 reps · 314-342-2000 · ruderinvestmentgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRINCIPAL SECURITIES, INC. added office(s): 384 -> 437 additional locations. IAPD ↗
$14.83B RAUM · 1436 reps · 888-774-6267
Office IT & facilitiesCRMRecruiting & transitions
55
WILLIAM BLAIR & COMPANY L.L.C. added office(s): 9 -> 10 additional locations. IAPD ↗
$58.33B RAUM · 201 reps · 312-236-1600
Office IT & facilitiesCRMRecruiting & transitions
55
DAVENPORT & COMPANY LLC added office(s): 26 -> 29 additional locations. IAPD ↗
$22.47B RAUM · 216 reps · 804-780-2000
Office IT & facilitiesCRMRecruiting & transitions
55
MEANS WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations. IAPD ↗
$1.31B RAUM · 13 reps · 1-207-947-6763
Office IT & facilitiesCRMRecruiting & transitions
55
STATE FARM INVESTMENT MANAGEMENT CORP. added office(s): 0 -> 17 additional locations. IAPD ↗
$11.29B RAUM · 150 reps · 800-447-0740
Office IT & facilitiesCRMRecruiting & transitions
55
HORNOR, TOWNSEND & KENT, LLC added office(s): 160 -> 163 additional locations. IAPD ↗
$7.75B RAUM · 398 reps · 215-957-7300 · htk.com
Office IT & facilitiesCRMRecruiting & transitions
55
HILLTOP SECURITIES INC. added office(s): 17 -> 19 additional locations. IAPD ↗
$2.25B RAUM · 91 reps · 214-953-4000 · advisors.hilltopsecurities.com
Office IT & facilitiesCRMRecruiting & transitions
55
AMERIPRISE FINANCIAL SERVICES, LLC added office(s): 150 -> 157 additional locations. IAPD ↗
$564.62B RAUM · 12636 reps · 612-671-3131
Office IT & facilitiesCRMRecruiting & transitions
55
LPL FINANCIAL LLC added office(s): 17453 -> 18523 additional locations. IAPD ↗
$618.92B RAUM · 28347 reps · 704-733-3300
Office IT & facilitiesCRMRecruiting & transitions
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED added office(s): 3542 -> 3779 additional locations. IAPD ↗
$1511.09B RAUM · 25753 reps · 800-637-7455 · pbig.ml.com
Office IT & facilitiesCRMRecruiting & transitions
55
COMMONWEALTH FINANCIAL NETWORK added office(s): 1613 -> 1762 additional locations. IAPD ↗
$209.74B RAUM · 3150 reps · 781-736-0700 · slideshare.net
Office IT & facilitiesCRMRecruiting & transitions
55
ROBERT W. BAIRD & CO. INCORPORATED added office(s): 179 -> 206 additional locations. IAPD ↗
$342.14B RAUM · 3047 reps · 414-765-3500
Office IT & facilitiesCRMRecruiting & transitions
55
LPL ENTERPRISE, LLC added office(s): 4 -> 1075 additional locations. IAPD ↗
$18.86B RAUM · 3130 reps · 704-733-3300 · lpl.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRIMERICA ADVISORS added office(s): 1704 -> 1754 additional locations. IAPD ↗
$11.16B RAUM · 3732 reps · 833-786-0550
Office IT & facilitiesCRMRecruiting & transitions
55
WELLS FARGO ADVISORS added office(s): 866 -> 1197 additional locations. IAPD ↗
$197.36B RAUM · 2274 reps · 314-875-3000 · stories.wf.com
Office IT & facilitiesCRMRecruiting & transitions
55
MONEY CONCEPTS ADVISORY SERVICE added office(s): 24 -> 25 additional locations. IAPD ↗
$3.33B RAUM · 431 reps · 561-472-2000
Office IT & facilitiesCRMRecruiting & transitions
55
HUNTINGTON FINANCIAL ADVISORS added office(s): 766 -> 787 additional locations. IAPD ↗
$6.34B RAUM · 398 reps · 800.322.4600 · huntington.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIRST HORIZON ADVISORS, INC added office(s): 69 -> 77 additional locations. IAPD ↗
$13.62B RAUM · 169 reps · 1-800-213-3702 · firsthorizon.com
Office IT & facilitiesCRMRecruiting & transitions
55
U.S. BANCORP INVESTMENTS, INC. added office(s): 1644 -> 1645 additional locations. IAPD ↗
$19.30B RAUM · 919 reps · 800-888-4700
Office IT & facilitiesCRMRecruiting & transitions
55
THRIVENT INVESTMENT MANAGEMENT INC. added office(s): 1111 -> 1169 additional locations. IAPD ↗
$17.50B RAUM · 2774 reps · 800-847-4836 · thrivent.com
Office IT & facilitiesCRMRecruiting & transitions
55
HSBC SECURITIES (USA) INC. added office(s): 62 -> 63 additional locations. IAPD ↗
$3.23B RAUM · 376 reps · 212-525-2879 · us.hsbc.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADVICE AND PLANNING SERVICES added office(s): 137 -> 147 additional locations. IAPD ↗
$34.34B RAUM · 1041 reps · 212-490-9000
Office IT & facilitiesCRMRecruiting & transitions
55
WORLD ADVISORY SERVICES added office(s): 94 -> 96 additional locations. IAPD ↗
$1.73B RAUM · 118 reps · 732-758-9300 · buyholdplus.com, http
Office IT & facilitiesCRMRecruiting & transitions
55
OSAIC WEALTH, INC. added office(s): 1670 -> 3791 additional locations. IAPD ↗
$200.27B RAUM · 6276 reps · 800-821-5100 · icmfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
OSAIC INSTITUTIONS, INC. added office(s): 557 -> 574 additional locations. IAPD ↗
$4.02B RAUM · 446 reps · 203-599-6000 · osaic.com
Office IT & facilitiesCRMRecruiting & transitions
55
ARVEST WEALTH MANAGEMENT added office(s): 180 -> 181 additional locations. IAPD ↗
$2.82B RAUM · 216 reps · 888-916-2121 · share.arvest.com
Office IT & facilitiesCRMRecruiting & transitions
55
SUNBELT SECURITIES added office(s): 13 -> 18 additional locations. IAPD ↗
$2.02B RAUM · 68 reps · 713-965-9510 · cwrawl.com
Office IT & facilitiesCRMRecruiting & transitions
55
VALIC FINANCIAL ADVISORS, INC. added office(s): 148 -> 246 additional locations. IAPD ↗
$26.37B RAUM · 1239 reps · 866-544-4968
Office IT & facilitiesCRMRecruiting & transitions
55
FIRST CITIZENS INVESTOR SERVICES, INC. added office(s): 107 -> 113 additional locations. IAPD ↗
$2.10B RAUM · 148 reps · 800-229-0205
Office IT & facilitiesCRMRecruiting & transitions
55
PARK AVENUE SECURITIES LLC added office(s): 399 -> 427 additional locations. IAPD ↗
$15.00B RAUM · 1963 reps · 1-888-600-4667 · vestwise.com
Office IT & facilitiesCRMRecruiting & transitions
55
SILVER OAK SECURITIES, INC. added office(s): 76 -> 82 additional locations. IAPD ↗
$2.03B RAUM · 106 reps · 731-668-3825 · silveroaksecurities.com
Office IT & facilitiesCRMRecruiting & transitions
55
MIDWESTERN SECURITIES TRADING CO.,LLC added office(s): 71 -> 76 additional locations. IAPD ↗
$1.63B RAUM · 41 reps · 309-699-6786
Office IT & facilitiesCRMRecruiting & transitions
55
SANFORD C. BERNSTEIN & CO., LLC added office(s): 23 -> 24 additional locations. IAPD ↗
$1.65B RAUM · 0 reps · 615-622-0000
Office IT & facilitiesCRMRecruiting & transitions
55
HENSSLER FINANCIAL added office(s): 1 -> 2 additional locations. IAPD ↗
$3.40B RAUM · 40 reps · 770-429-9166
Office IT & facilitiesCRMRecruiting & transitions
55
STRATEGIC ADVISERS LLC added office(s): 2 -> 240 additional locations. IAPD ↗
$1067.66B RAUM · 16178 reps · 617-563-7000 · reddit.com
Office IT & facilitiesCRMRecruiting & transitions
55
AVANTAX ADVISORY SERVICES added office(s): 1580 -> 1923 additional locations. IAPD ↗
$46.11B RAUM · 2278 reps · 972-870-6000
Office IT & facilitiesCRMRecruiting & transitions
55
CAPITAL ADVISORS, INC. added office(s): 9 -> 11 additional locations. IAPD ↗
$6.15B RAUM · 33 reps · (866) 230-5879 · capadvfunds.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRIVATE MANAGEMENT GROUP INC added office(s): 0 -> 1 additional locations. IAPD ↗
$4.52B RAUM · 20 reps · 949-752-7500 · privatemanagementgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
MONETA GROUP INVESTMENT ADVISORS, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$42.80B RAUM · 220 reps · 314-726-2300
Office IT & facilitiesCRMRecruiting & transitions
55
EATON VANCE MANAGEMENT added office(s): 2 -> 5 additional locations. IAPD ↗
$84.88B RAUM · 189 reps · 617-482-8260
Office IT & facilitiesCRMRecruiting & transitions
55
GAMCO ASSET MANAGEMENT INC. added office(s): 4 -> 5 additional locations. IAPD ↗
$10.46B RAUM · 39 reps · 914-921-5000
Office IT & facilitiesCRMRecruiting & transitions
55
CONGRESS ASSET MANAGEMENT COMPANY, LLP added office(s): 0 -> 1 additional locations. IAPD ↗
$14.19B RAUM · 27 reps · 800-542-7888
Office IT & facilitiesCRMRecruiting & transitions
55
1834 INVESTMENT ADVISORS CO. added office(s): 5 -> 7 additional locations. IAPD ↗
$1.03B RAUM · 16 reps · (414) 615-1012 · 1834investmentadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
R M DAVIS INC added office(s): 1 -> 2 additional locations. IAPD ↗
$7.27B RAUM · 24 reps · 207-774-0022 · rmdavis.com
Office IT & facilitiesCRMRecruiting & transitions
55
T. ROWE PRICE ASSOCIATES, INC. added office(s): 6 -> 7 additional locations. IAPD ↗
$1934.23B RAUM · 533 reps · 410-345-2000 · troweprice.com
Office IT & facilitiesCRMRecruiting & transitions
55
HALBERT HARGROVE added office(s): 15 -> 25 additional locations. IAPD ↗
$3.52B RAUM · 35 reps · 562-435-5657
Office IT & facilitiesCRMRecruiting & transitions
55
CETERA INVESTMENT ADVISERS LLC added office(s): 1614 -> 4816 additional locations. IAPD ↗
$163.79B RAUM · 6825 reps · 310-257-7880 · ceteraholdings.com
Office IT & facilitiesCRMRecruiting & transitions
55
GODSEY & GIBB WEALTH MANAGEMENT added office(s): 1 -> 3 additional locations. IAPD ↗
$1.40B RAUM · 11 reps · 804-285-7333
Office IT & facilitiesCRMRecruiting & transitions
55
TRUEPOINT, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$5.39B RAUM · 37 reps · 513-792-6648 · truepointwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
WARWICK PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$2.14B RAUM · 4 reps · (979) 260-9777 · warwickpartners.net
Office IT & facilitiesCRMRecruiting & transitions
55
BARINGS LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$345.21B RAUM · 419 reps · 704-805-7200
Office IT & facilitiesCRMRecruiting & transitions
55
POLEN CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$37.70B RAUM · 43 reps · 1-561-241-2425
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTHSPIRE ADVISORS added office(s): 21 -> 24 additional locations. IAPD ↗
$25.79B RAUM · 185 reps · (212) 973-1200
Office IT & facilitiesCRMRecruiting & transitions
55
VICTORY CAPITAL MANAGEMENT INC. added office(s): 10 -> 11 additional locations. IAPD ↗
$152.29B RAUM · 135 reps · 877-660-4400
Office IT & facilitiesCRMRecruiting & transitions
55
SMITH SHELLNUT WILSON added office(s): 1 -> 6 additional locations. IAPD ↗
$8.02B RAUM · 14 reps · 601-605-1776 · ssw1776.com
Office IT & facilitiesCRMRecruiting & transitions
55
AVANTAX PLANNING PARTNERS, INC. added office(s): 108 -> 173 additional locations. IAPD ↗
$6.93B RAUM · 254 reps · 563-582-2855 · avantax.com
Office IT & facilitiesCRMRecruiting & transitions
55
MANULIFE INVESTMENT MANAGEMENT (US) LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$201.36B RAUM · 144 reps · 617-375-1500
Office IT & facilitiesCRMRecruiting & transitions
55
VANGUARD ADVISERS, INC. added office(s): 2107 -> 2225 additional locations. IAPD ↗
$300.43B RAUM · 1567 reps · 610-669-1000
Office IT & facilitiesCRMRecruiting & transitions
55
BOK FINANCIAL PRIVATE WEALTH, INC. added office(s): 7 -> 8 additional locations. IAPD ↗
$3.19B RAUM · 19 reps · 303-539-0100 · bokfinancialprivatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
UBS ASSET MANAGEMENT (AMERICAS) LLC added office(s): 15 -> 17 additional locations. IAPD ↗
$542.25B RAUM · 263 reps · 212-713-2000
Office IT & facilitiesCRMRecruiting & transitions
55
WINSLOW CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$27.17B RAUM · 18 reps · 612-376-9100 · winslowcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIRST TRUST ADVISORS LP added office(s): 2 -> 4 additional locations. IAPD ↗
$256.33B RAUM · 125 reps · 630-765-8000
Office IT & facilitiesCRMRecruiting & transitions
55
TEACHERS ADVISORS, LLC added office(s): 14 -> 19 additional locations. IAPD ↗
$402.99B RAUM · 299 reps · 212-490-9000
Office IT & facilitiesCRMRecruiting & transitions
55
PPM AMERICA INC added office(s): 5 -> 6 additional locations. IAPD ↗
$74.48B RAUM · 112 reps · 312-634-2500
Office IT & facilitiesCRMRecruiting & transitions
55
SAVANT WEALTH MANAGEMENT added office(s): 40 -> 42 additional locations. IAPD ↗
$29.06B RAUM · 178 reps · 815-227-0300 · savantwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
MEDIQUS ASSET ADVISORS, INC. added office(s): 0 -> 5 additional locations. IAPD ↗
$1.30B RAUM · 6 reps · 312-419-3733 · mediqus.com
Office IT & facilitiesCRMRecruiting & transitions
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC added office(s): 25 -> 40 additional locations. IAPD ↗
$76.59B RAUM · 113 reps · 312-696-6000
Office IT & facilitiesCRMRecruiting & transitions
55
CADINHA & CO LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.07B RAUM · 10 reps · 808-523-9488
Office IT & facilitiesCRMRecruiting & transitions
55
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$4730.74B RAUM · 727 reps · 617-563-7000
Office IT & facilitiesCRMRecruiting & transitions
55
SUNCOAST EQUITY MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.87B RAUM · 13 reps · (813) 963-0502 · suncoastequity.com
Office IT & facilitiesCRMRecruiting & transitions
55
BRIGHTON JONES LLC added office(s): 18 -> 20 additional locations. IAPD ↗
$14.99B RAUM · 171 reps · 206-258-5000
Office IT & facilitiesCRMRecruiting & transitions
55
HCR WEALTH ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$1.68B RAUM · 8 reps · 310-473-5445
Office IT & facilitiesCRMRecruiting & transitions
55
PRINCIPAL ASSET MANAGEMENT added office(s): 19 -> 21 additional locations. IAPD ↗
$364.04B RAUM · 324 reps · 800-787-1621
Office IT & facilitiesCRMRecruiting & transitions
55
ASSETMARK, INC. added office(s): 4 -> 5 additional locations. IAPD ↗
$77.41B RAUM · 244 reps · 800-664-5345
Office IT & facilitiesCRMRecruiting & transitions
55
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$11.66B RAUM · 14 reps · 617-235-7100
Office IT & facilitiesCRMRecruiting & transitions
55
TREK FINANCIAL added office(s): 32 -> 35 additional locations. IAPD ↗
$2.49B RAUM · 55 reps · (480) 483-1510 · trekwealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$3.13B RAUM · 2 reps · 305-448-8882 · evensky.com
Office IT & facilitiesCRMRecruiting & transitions
55
LASALLE ST. INVESTMENT ADVISORS, L.L.C. added office(s): 63 -> 70 additional locations. IAPD ↗
$4.35B RAUM · 137 reps · 630-600-0500
Office IT & facilitiesCRMRecruiting & transitions
55
IAG WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.59B RAUM · 14 reps · 262-446-8150
Office IT & facilitiesCRMRecruiting & transitions
55
MAI CAPITAL MANAGEMENT, LLC added office(s): 26 -> 29 additional locations. IAPD ↗
$29.63B RAUM · 204 reps · (216) 920-4800
Office IT & facilitiesCRMRecruiting & transitions
55
BEAM WEALTH ADVISORS, INC. added office(s): 28 -> 29 additional locations. IAPD ↗
$1.31B RAUM · 17 reps · 985-893-1440
Office IT & facilitiesCRMRecruiting & transitions
55
AAM added office(s): 2 -> 3 additional locations. IAPD ↗
$24.03B RAUM · 30 reps · 312-263-2900
Office IT & facilitiesCRMRecruiting & transitions
55
SENTINEL PENSION ADVISORS INC added office(s): 10 -> 23 additional locations. IAPD ↗
$10.73B RAUM · 48 reps · 781-914-1450
Office IT & facilitiesCRMRecruiting & transitions
55
SOL CAPITAL MANAGEMENT CO added office(s): 9 -> 10 additional locations. IAPD ↗
$2.98B RAUM · 9 reps · 301-881-3727 · sol-capital.com
Office IT & facilitiesCRMRecruiting & transitions
55
WESTWOOD MANAGEMENT CORP added office(s): 2 -> 3 additional locations. IAPD ↗
$12.80B RAUM · 76 reps · 214-756-6900 · westwoodgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
WESTMINSTER FINANCIAL ADVISORY CORP added office(s): 12 -> 21 additional locations. IAPD ↗
$1.22B RAUM · 46 reps · 937-898-5010 · westminsterfinanical.com
Office IT & facilitiesCRMRecruiting & transitions
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. added office(s): 8 -> 10 additional locations. IAPD ↗
$619.20B RAUM · 263 reps · 212-761-4000 · morganstanley.com
Office IT & facilitiesCRMRecruiting & transitions
55
BECKER CAPITAL MANAGEMENT, INC. added office(s): 2 -> 3 additional locations. IAPD ↗
$4.98B RAUM · 19 reps · 503-223-1720
Office IT & facilitiesCRMRecruiting & transitions
55
BROOKFIELD PUBLIC SECURITIES GROUP LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$48.29B RAUM · 38 reps · 212-549-8400 · publicsecurities.brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
55
NEPC, LLC added office(s): 6 -> 25 additional locations. IAPD ↗
$137.33B RAUM · 126 reps · 617-374-1300
Office IT & facilitiesCRMRecruiting & transitions
55
BUCKHEAD CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$5.17B RAUM · 12 reps · 404-720-8800 · buckheadcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
NEXT CAPITAL MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.78B RAUM · 9 reps · 212-433-1111
Office IT & facilitiesCRMRecruiting & transitions
55
EAGLE STRATEGIES LLC added office(s): 849 -> 864 additional locations. IAPD ↗
$25.40B RAUM · 2093 reps · (888) 695-3245
Office IT & facilitiesCRMRecruiting & transitions
55
ALLSPRING FUNDS MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$318.04B RAUM · 2 reps · 833-568-4255
Office IT & facilitiesCRMRecruiting & transitions
55
CG ADVISORY SERVICES added office(s): 25 -> 31 additional locations. IAPD ↗
$4.02B RAUM · 69 reps · 517-339-7662
Office IT & facilitiesCRMRecruiting & transitions
55
TLG ADVISORS, INC. added office(s): 96 -> 107 additional locations. IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTHCARE CAPITAL MANAGEMENT LLC added office(s): 18 -> 21 additional locations. IAPD ↗
$3.03B RAUM · 36 reps · 804-644-4711 · gdx360.com
Office IT & facilitiesCRMRecruiting & transitions
55
CHOREO, LLC added office(s): 33 -> 34 additional locations. IAPD ↗
$18.23B RAUM · 97 reps · 312-702-1680
Office IT & facilitiesCRMRecruiting & transitions
55
COOPER MCMANUS added office(s): 23 -> 24 additional locations. IAPD ↗
$2.56B RAUM · 44 reps · 800-516-5333 · newportinvestors.com
Office IT & facilitiesCRMRecruiting & transitions
55
U.S. BANCORP ASSET MANAGEMENT, INC. added office(s): 5 -> 25 additional locations. IAPD ↗
$402.82B RAUM · 63 reps · 717-232-2723 · usbancorpassetmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
GREYCOURT & CO., INC. added office(s): 2 -> 3 additional locations. IAPD ↗
$5.51B RAUM · 20 reps · 412-361-0100
Office IT & facilitiesCRMRecruiting & transitions
55
EMPOWER ADVISORY GROUP, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$159.12B RAUM · 802 reps · 866-575-4977 · empower.com
Office IT & facilitiesCRMRecruiting & transitions
55
MISSION WEALTH MANAGEMENT, LP added office(s): 32 -> 37 additional locations. IAPD ↗
$10.02B RAUM · 97 reps · 805-882-2360
Office IT & facilitiesCRMRecruiting & transitions
55
AFFIANCE FINANCIAL LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$1.15B RAUM · 10 reps · 952-544-9818 · affiancefinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
MAIN STREET RESEARCH LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$2.38B RAUM · 16 reps · 860.435.2350
Office IT & facilitiesCRMRecruiting & transitions
55
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$33.18B RAUM · 31 reps · 213-430-1000
Office IT & facilitiesCRMRecruiting & transitions
55
ONE CAPITAL MANAGEMENT, LLC added office(s): 6 -> 8 additional locations. IAPD ↗
$7.00B RAUM · 46 reps · 805.409.8150 · onecapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
MCMORGAN & COMPANY LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$7.42B RAUM · 16 reps · 415-788-9300 · mcmorgan.com
Office IT & facilitiesCRMRecruiting & transitions
55
WAVERLY ADVISORS, LLC added office(s): 35 -> 38 additional locations. IAPD ↗
$16.13B RAUM · 152 reps · 205-871-3334
Office IT & facilitiesCRMRecruiting & transitions
55
TRUE NORTH ADVISORS, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$4.48B RAUM · 28 reps · 214-360-7300 · truenorthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added office(s): 105 -> 144 additional locations. IAPD ↗
$94.63B RAUM · 730 reps · 763-417-1700
Office IT & facilitiesCRMRecruiting & transitions
55
SYNERGY ASSET MANAGEMENT, LLC added office(s): 6 -> 8 additional locations. IAPD ↗
$1.05B RAUM · 9 reps · 206-386-5455 · advisorempowerment.com
Office IT & facilitiesCRMRecruiting & transitions
55
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC added office(s): 3 -> 5 additional locations. IAPD ↗
$1.37B RAUM · 8 reps · 800-344-4038 · miracenter.com
Office IT & facilitiesCRMRecruiting & transitions
55
BEACON POINTE ADVISORS, LLC added office(s): 52 -> 65 additional locations. IAPD ↗
$39.84B RAUM · 355 reps · 949-718-1600
Office IT & facilitiesCRMRecruiting & transitions
55
MAIN MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$1.65B RAUM · 20 reps · 415-217-5800
Office IT & facilitiesCRMRecruiting & transitions
55
PARTNERS CAPITAL INVESTMENT GROUP, LLP added office(s): 6 -> 7 additional locations. IAPD ↗
$41.48B RAUM · 85 reps · 617-292-2570
Office IT & facilitiesCRMRecruiting & transitions
55
SYMMETRY PARTNERS added office(s): 1 -> 3 additional locations. IAPD ↗
$5.72B RAUM · 3 reps · 860-734-2000 · symmetrypartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
CERTIFIED ADVISORY CORP added office(s): 5 -> 6 additional locations. IAPD ↗
$2.67B RAUM · 21 reps · 407-869-9800 · apgplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
NFP RETIREMENT INC. added office(s): 26 -> 44 additional locations. IAPD ↗
$118.03B RAUM · 149 reps · 949.460.9898
Office IT & facilitiesCRMRecruiting & transitions
55
SCS CAPITAL MANAGEMENT LLC added office(s): 9 -> 10 additional locations. IAPD ↗
$43.13B RAUM · 98 reps · 617-204-6400
Office IT & facilitiesCRMRecruiting & transitions
55
RETIREMENT PLAN ADVISORS, LLC added office(s): 26 -> 28 additional locations. IAPD ↗
$1.88B RAUM · 44 reps · 312-701-1100 · retirementplanadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
REHMANN WEALTH added office(s): 12 -> 13 additional locations. IAPD ↗
$4.27B RAUM · 36 reps · 517-316-2400 · rehmann.com
Office IT & facilitiesCRMRecruiting & transitions
55
ANDERSEN added office(s): 5 -> 6 additional locations. IAPD ↗
$6.08B RAUM · 51 reps · 571-382-0020
Office IT & facilitiesCRMRecruiting & transitions
55
THE CAPROCK GROUP, LLC added office(s): 8 -> 11 additional locations. IAPD ↗
$10.15B RAUM · 36 reps · (208) 368-9600
Office IT & facilitiesCRMRecruiting & transitions
55
VALEO FINANCIAL ADVISORS, LLC added office(s): 6 -> 9 additional locations. IAPD ↗
$10.64B RAUM · 111 reps · 317.218.6000
Office IT & facilitiesCRMRecruiting & transitions
55
APRIO WEALTH MANAGEMENT, LLC added office(s): 12 -> 13 additional locations. IAPD ↗
$2.64B RAUM · 24 reps · 404-892-9651 · wealth.aprio.com
Office IT & facilitiesCRMRecruiting & transitions
55
CARY STREET PARTNERS added office(s): 17 -> 23 additional locations. IAPD ↗
$8.26B RAUM · 78 reps · (804) 340-8100
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMITRY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$3.01B RAUM · 14 reps · 650-212-2240 · summitry.com
Office IT & facilitiesCRMRecruiting & transitions
55
ABACUS WEALTH PARTNERS added office(s): 13 -> 27 additional locations. IAPD ↗
$3.27B RAUM · 36 reps · 888-422-2287
Office IT & facilitiesCRMRecruiting & transitions
55
PNC INVESTMENTS added office(s): 572 -> 610 additional locations. IAPD ↗
$26.53B RAUM · 818 reps · 800-762-6111 · pnc.com
Office IT & facilitiesCRMRecruiting & transitions
55
BOLTON GLOBAL ASSET MANAGEMENT added office(s): 65 -> 73 additional locations. IAPD ↗
$7.00B RAUM · 116 reps · 978.779.5361 · boltoncapitalgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
CERTUITY, LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$3.10B RAUM · 10 reps · 561-693-3255 · certuity.com
Office IT & facilitiesCRMRecruiting & transitions
55
THE RETIREMENT PLANNING GROUP, LLC added office(s): 4 -> 8 additional locations. IAPD ↗
$2.65B RAUM · 28 reps · 913-498-8898
Office IT & facilitiesCRMRecruiting & transitions
55
MCF ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$3.33B RAUM · 18 reps · 859-967-0999 · mcfinstitutional.com
Office IT & facilitiesCRMRecruiting & transitions
55
PERIGON WEALTH MANAGEMENT, LLC added office(s): 44 -> 46 additional locations. IAPD ↗
$8.71B RAUM · 82 reps · (877) 977-2555
Office IT & facilitiesCRMRecruiting & transitions
55
WAYPOINT WEALTH PARTNERS added office(s): 0 -> 12 additional locations. IAPD ↗
$1.07B RAUM · 5 reps · 877-768-4802 · waypointwp.com
Office IT & facilitiesCRMRecruiting & transitions
55
BASSO CAPITAL MANAGEMENT, L.P. added office(s): 0 -> 2 additional locations. IAPD ↗
$2.23B RAUM · 4 reps · 203 352-6100 · bassocap.com
Office IT & facilitiesCRMRecruiting & transitions
55
REDWOOD INVESTMENTS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.05B RAUM · 7 reps · 617-467-3000 · redwoodinv.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIAM LLC added office(s): 2 -> 5 additional locations. IAPD ↗
$270.66B RAUM · 137 reps · 617-563-7000
Office IT & facilitiesCRMRecruiting & transitions
55
GENERAL ATLANTIC SERVICE COMPANY, L.P. added office(s): 13 -> 29 additional locations. IAPD ↗
$105.75B RAUM · 406 reps · (212) 715-4000 · generalatlantic.com
Office IT & facilitiesCRMRecruiting & transitions
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. added office(s): 2192 -> 2260 additional locations. IAPD ↗
$102.41B RAUM · 3327 reps · 641-472-5100
Office IT & facilitiesCRMRecruiting & transitions
55
UNITED CAPITAL FINANCIAL ADVISORS added office(s): 40 -> 41 additional locations. IAPD ↗
$17.21B RAUM · 138 reps · 972-822-2055
Office IT & facilitiesCRMRecruiting & transitions
55
KEY INVESTMENT SERVICES LLC added office(s): 14 -> 25 additional locations. IAPD ↗
$6.11B RAUM · 359 reps · (888) 547-2968 · key.com
Office IT & facilitiesCRMRecruiting & transitions
55
ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$2.43B RAUM · 20 reps · 303-382-2880 · elevationpoint.com
Office IT & facilitiesCRMRecruiting & transitions
55
HERITAGE WEALTH ADVISORS added office(s): 2 -> 3 additional locations. IAPD ↗
$4.57B RAUM · 17 reps · 804-643-4080 · heritagewealth.net
Office IT & facilitiesCRMRecruiting & transitions
55
MV CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$1.27B RAUM · 9 reps · 301-656-6545
Office IT & facilitiesCRMRecruiting & transitions
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.13B RAUM · 7 reps · (408) 217-2000 · wrpwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
MARINER WEALTH added office(s): 68 -> 115 additional locations. IAPD ↗
$98.60B RAUM · 803 reps · 913-904-5700 · joinmwa.com
Office IT & facilitiesCRMRecruiting & transitions
55
LARSON FINANCIAL GROUP, LLC added office(s): 14 -> 18 additional locations. IAPD ↗
$4.03B RAUM · 57 reps · 866.569.2450
Office IT & facilitiesCRMRecruiting & transitions
55
PARALLEL ADVISORS, LLC added office(s): 13 -> 17 additional locations. IAPD ↗
$8.74B RAUM · 64 reps · 866-627-6984
Office IT & facilitiesCRMRecruiting & transitions
55
STRATEGIC FINANCIAL CONCEPTS, LLC added office(s): 25 -> 29 additional locations. IAPD ↗
$1.01B RAUM · 41 reps · 210-737-7800 · solinskygroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
METLIFE INVESTMENT MANAGEMENT, LLC added office(s): 10 -> 12 additional locations. IAPD ↗
$508.89B RAUM · 688 reps · 973-355-4000 · investments.metlife.com
Office IT & facilitiesCRMRecruiting & transitions
55
CALLAN CAPITAL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$2.33B RAUM · 8 reps · 858-551-3800
Office IT & facilitiesCRMRecruiting & transitions
55
BELPOINTE ASSET MANAGEMENT LLC added office(s): 95 -> 107 additional locations. IAPD ↗
$6.01B RAUM · 151 reps · 2036293300 · belpointe.com
Office IT & facilitiesCRMRecruiting & transitions
55
CHECCHI CAPITAL ADVISERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$2.31B RAUM · 8 reps · 310-432-0010
Office IT & facilitiesCRMRecruiting & transitions
55
COMPOSITION WEALTH, LLC added office(s): 5 -> 11 additional locations. IAPD ↗
$6.71B RAUM · 46 reps · (310) 246-1243
Office IT & facilitiesCRMRecruiting & transitions
55
JAFFE TILCHIN INVESTMENT PARTNERS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
Office IT & facilitiesCRMRecruiting & transitions
55
HECK CAPITAL ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$9.67B RAUM · 20 reps · 715-361-1500
Office IT & facilitiesCRMRecruiting & transitions
55
PURE FINANCIAL ADVISORS, LLC added office(s): 9 -> 11 additional locations. IAPD ↗
$8.02B RAUM · 64 reps · 866-876-7873 · purefinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROYAL FUND MANAGEMENT, LLC added office(s): 81 -> 89 additional locations. IAPD ↗
$1.31B RAUM · 83 reps · 352-750-1637
Office IT & facilitiesCRMRecruiting & transitions
55
NICHOLAS HOFFMAN & COMPANY, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$7.16B RAUM · 13 reps · 404-815-5050 · nhoffmanandco.com
Office IT & facilitiesCRMRecruiting & transitions
55
HIGHTOWER ADVISORS, LLC added office(s): 100 -> 132 additional locations. IAPD ↗
$164.79B RAUM · 889 reps · 312-962-3800 · alinewealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
WPWEALTH LLP added office(s): 6 -> 7 additional locations. IAPD ↗
$1.03B RAUM · 13 reps · 817-259-9100 · wpwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
TBH GLOBAL ASSET MANAGEMENT, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$1.27B RAUM · 0 reps · 615-690-4820
Office IT & facilitiesCRMRecruiting & transitions
55
MAINSTREET ADVISORS added office(s): 0 -> 2 additional locations. IAPD ↗
$5.41B RAUM · 6 reps · 312-223-0270 · mainstreetadv.com
Office IT & facilitiesCRMRecruiting & transitions
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED added office(s): 89 -> 95 additional locations. IAPD ↗
$15.66B RAUM · 436 reps · 314-726-1600
Office IT & facilitiesCRMRecruiting & transitions
55
ALDRICH WEALTH LP added office(s): 3 -> 4 additional locations. IAPD ↗
$6.47B RAUM · 29 reps · 503-620-5329 · aldrichadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
MERCER GLOBAL ADVISORS INC. added office(s): 83 -> 107 additional locations. IAPD ↗
$60.26B RAUM · 741 reps · (888) 885-8101
Office IT & facilitiesCRMRecruiting & transitions
55
NORTHWEST ASSET MANAGEMENT added office(s): 66 -> 71 additional locations. IAPD ↗
$3.61B RAUM · 38 reps · 206-838-3680 · farrellwealthgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
WESPAC ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.08B RAUM · 8 reps · 510-287-5255 · wespacadvisorsllc.net
Office IT & facilitiesCRMRecruiting & transitions
55
KELLOGG ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$2.65B RAUM · 10 reps · 800-236-5215
Office IT & facilitiesCRMRecruiting & transitions
55
CARNEGIE INVESTMENT COUNSEL added office(s): 8 -> 9 additional locations. IAPD ↗
$6.52B RAUM · 40 reps · 216-367-4114
Office IT & facilitiesCRMRecruiting & transitions
55
GLASSMAN WEALTH SERVICES, LLC added office(s): 11 -> 13 additional locations. IAPD ↗
$2.19B RAUM · 13 reps · 703-534-4444
Office IT & facilitiesCRMRecruiting & transitions
55
CERITY PARTNERS LLC added office(s): 42 -> 55 additional locations. IAPD ↗
$122.85B RAUM · 862 reps · 212-850-4260
Office IT & facilitiesCRMRecruiting & transitions
55
VERUS CAPITAL PARTNERS, LLC added office(s): 25 -> 27 additional locations. IAPD ↗
$2.07B RAUM · 38 reps · 480-990-3719 · guardianwb.com
Office IT & facilitiesCRMRecruiting & transitions
55
PATHSTONE added office(s): 18 -> 20 additional locations. IAPD ↗
$100.44B RAUM · 342 reps · 201-944-7284
Office IT & facilitiesCRMRecruiting & transitions
55
CKW FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$2.21B RAUM · 2 reps · 808-629-7600 · ckwhawaii.com
Office IT & facilitiesCRMRecruiting & transitions
55
COASTAL BRIDGE ADVISORS added office(s): 3 -> 5 additional locations. IAPD ↗
$4.60B RAUM · 22 reps · 203-683-1530
Office IT & facilitiesCRMRecruiting & transitions
55
ASHTON THOMAS PRIVATE WEALTH added office(s): 22 -> 23 additional locations. IAPD ↗
$4.05B RAUM · 35 reps · 602-732-4745
Office IT & facilitiesCRMRecruiting & transitions
55
PRIVATE ADVISOR GROUP, LLC added office(s): 349 -> 461 additional locations. IAPD ↗
$37.26B RAUM · 742 reps · 973-538-7010
Office IT & facilitiesCRMRecruiting & transitions
55
LIBREMAX CAPITAL, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$13.54B RAUM · 43 reps · (212) 612-1550
Office IT & facilitiesCRMRecruiting & transitions
55
NUVEEN ASSET MANAGEMENT, LLC added office(s): 14 -> 19 additional locations. IAPD ↗
$259.92B RAUM · 299 reps · 312-917-7700
Office IT & facilitiesCRMRecruiting & transitions
55
MODERA WEALTH MANAGEMENT, LLC added office(s): 26 -> 29 additional locations. IAPD ↗
$15.51B RAUM · 113 reps · (201) 768-4600
Office IT & facilitiesCRMRecruiting & transitions
55
PROSPERITY CAPITAL ADVISORS added office(s): 37 -> 39 additional locations. IAPD ↗
$3.68B RAUM · 102 reps · 888-240-0064
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMIT GLOBAL INVESTMENTS, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$1.92B RAUM · 12 reps · 888-251-4847 · sgimutualfunds.com
Office IT & facilitiesCRMRecruiting & transitions
55
ALPHASTAR CAPITAL MANAGEMENT added office(s): 58 -> 66 additional locations. IAPD ↗
$1.84B RAUM · 109 reps · 855-340-2514 · alphastarcm.com
Office IT & facilitiesCRMRecruiting & transitions
55
PERMCAP INVESTMENT OFFICE added office(s): 1 -> 2 additional locations. IAPD ↗
$4.93B RAUM · 6 reps · 843 882 7950
Office IT & facilitiesCRMRecruiting & transitions
55
MSH CAPITAL ADVISORS LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$1.09B RAUM · 11 reps · 480-563-2021 · buchanancapitalinc.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADVISORY ALPHA, LLC added office(s): 23 -> 24 additional locations. IAPD ↗
$3.47B RAUM · 57 reps · 866-530-1400 · advisoryalpha.com
Office IT & facilitiesCRMRecruiting & transitions
55
RFG ADVISORY, LLC added office(s): 46 -> 61 additional locations. IAPD ↗
$4.94B RAUM · 135 reps · 205-397-2450
Office IT & facilitiesCRMRecruiting & transitions
55
VERITY ASSET MANAGEMENT added office(s): 9 -> 11 additional locations. IAPD ↗
$1.04B RAUM · 57 reps · 919-490-6717
Office IT & facilitiesCRMRecruiting & transitions
55
LEGACY FINANCIAL ADVISORS, INC. added office(s): 0 -> 2 additional locations. IAPD ↗
$1.26B RAUM · 12 reps · 859-655-5225 · legacyfinancialadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
NOVEM GROUP added office(s): 7 -> 8 additional locations. IAPD ↗
$1.41B RAUM · 50 reps · 585-348-9525 · novemgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
ALLIED INVESTMENT ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.13B RAUM · 9 reps · 406-839-2037
Office IT & facilitiesCRMRecruiting & transitions
55
ZHANG FINANCIAL added office(s): 7 -> 9 additional locations. IAPD ↗
$6.55B RAUM · 17 reps · 269-385-5888
Office IT & facilitiesCRMRecruiting & transitions
55
CGN ADVISORS, LLC added office(s): 34 -> 35 additional locations. IAPD ↗
$1.26B RAUM · 40 reps · 910-333-6659 · arcadiafs.com
Office IT & facilitiesCRMRecruiting & transitions
55
JANNEY CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$5.31B RAUM · 8 reps · 412-562-8100
Office IT & facilitiesCRMRecruiting & transitions
55
THREE BELL CAPITAL LLC added office(s): 3 -> 10 additional locations. IAPD ↗
$3.80B RAUM · 14 reps · 650-843-9836
Office IT & facilitiesCRMRecruiting & transitions
55
CLARO ADVISORS, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$1.28B RAUM · 16 reps · (800) 604-2838 · jimabbottclaroadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
MONTIS FINANCIAL, LLC added office(s): 0 -> 6 additional locations. IAPD ↗
$1.01B RAUM · 17 reps · 781-541-5057 · montisfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
TIDAL INVESTMENTS LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$27.26B RAUM · 19 reps · 855-843-2534 · tidalfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
CORNERSTONE WEALTH MANAGEMENT, LLC added office(s): 41 -> 42 additional locations. IAPD ↗
$4.08B RAUM · 91 reps · 636-397-6200
Office IT & facilitiesCRMRecruiting & transitions
55
ISC ADVISORS, INC. added office(s): 11 -> 25 additional locations. IAPD ↗
$1.54B RAUM · 26 reps · 214 520 1115
Office IT & facilitiesCRMRecruiting & transitions
55
LION STREET ADVISORS, LLC added office(s): 27 -> 75 additional locations. IAPD ↗
$3.18B RAUM · 138 reps · 512-776-8400 · chansamson.com
Office IT & facilitiesCRMRecruiting & transitions
55
INDEPENDENT ADVISOR ALLIANCE, LLC added office(s): 132 -> 140 additional locations. IAPD ↗
$14.07B RAUM · 219 reps · 888.430.1555 · jacksonfinancialplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
RITHOLTZ WEALTH MANAGEMENT added office(s): 13 -> 14 additional locations. IAPD ↗
$5.67B RAUM · 45 reps · (212) 625-1200
Office IT & facilitiesCRMRecruiting & transitions
55
BALEFIRE, LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$1.24B RAUM · 36 reps · 972-361-1001
Office IT & facilitiesCRMRecruiting & transitions
55
SHEPHERD FINANCIAL PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
Office IT & facilitiesCRMRecruiting & transitions
55
SCHECHTER INVESTMENT ADVISORS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$3.94B RAUM · 14 reps · 248-731-9500 · schechterwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
VISIONARY WEALTH ADVISORS, LLC added office(s): 7 -> 8 additional locations. IAPD ↗
$2.86B RAUM · 44 reps · 314-764-2727
Office IT & facilitiesCRMRecruiting & transitions
55
OLD ORCHARD CAPITAL MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗
$2.29B RAUM · 12 reps · 212-331-6920
Office IT & facilitiesCRMRecruiting & transitions
55
MCADAM LLC added office(s): 66 -> 68 additional locations. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
Office IT & facilitiesCRMRecruiting & transitions
55
OSAIC ADVISORY SERVICES, LLC added office(s): 155 -> 200 additional locations. IAPD ↗
$12.47B RAUM · 389 reps · 866-580-8219 · indiconinc.com
Office IT & facilitiesCRMRecruiting & transitions
55
APELLA WEALTH added office(s): 16 -> 19 additional locations. IAPD ↗
$4.71B RAUM · 44 reps · 860.785.2260
Office IT & facilitiesCRMRecruiting & transitions
55
JOURNEY ADVISORY GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.47B RAUM · 13 reps · 859-888-0356
Office IT & facilitiesCRMRecruiting & transitions
55
SPRUCEVIEW CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$2.27B RAUM · 10 reps · 303-867-1673 · spruceviewpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
INTEGRATED ADVISORS NETWORK LLC added office(s): 39 -> 45 additional locations. IAPD ↗
$4.59B RAUM · 83 reps · 855-729-4222 · zimwags.com
Office IT & facilitiesCRMRecruiting & transitions
55
SPIDERROCK ADVISORS, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$5.98B RAUM · 36 reps · (312) 847-0300 · spiderrockadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
THE PATRIOT FINANCIAL GROUP, LLC added office(s): 25 -> 26 additional locations. IAPD ↗
$2.41B RAUM · 47 reps · 508-251-6100
Office IT & facilitiesCRMRecruiting & transitions
55
FOUNDERS FINANCIAL ALLIANCE, LLC added office(s): 15 -> 17 additional locations. IAPD ↗
$1.00B RAUM · 31 reps · 855-860-5940 · foundersfinancialalliance.com
Office IT & facilitiesCRMRecruiting & transitions
55
THE WEALTH CONSULTING GROUP added office(s): 34 -> 50 additional locations. IAPD ↗
$5.45B RAUM · 115 reps · 702-263-1919
Office IT & facilitiesCRMRecruiting & transitions
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC added office(s): 0 -> 4 additional locations. IAPD ↗
$1.98B RAUM · 11 reps · 617-572-0109 · johnhancock.com
Office IT & facilitiesCRMRecruiting & transitions
55
CAPTRUST added office(s): 69 -> 96 additional locations. IAPD ↗
$1083.05B RAUM · 816 reps · 919-870-6822
Office IT & facilitiesCRMRecruiting & transitions
55
WORLD INVESTMENT ADVISORS, LLC added office(s): 59 -> 73 additional locations. IAPD ↗
$56.28B RAUM · 156 reps · 888-201-5488
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMIT TRAIL ADVISORS, LLC added office(s): 5 -> 10 additional locations. IAPD ↗
$23.64B RAUM · 34 reps · 212-812-7010 · summittrail.com
Office IT & facilitiesCRMRecruiting & transitions
55
LIDO added office(s): 32 -> 40 additional locations. IAPD ↗
$29.08B RAUM · 200 reps · 310-278-8232
Office IT & facilitiesCRMRecruiting & transitions
55
CYNOSURE GROUP, LLC added office(s): 9 -> 11 additional locations. IAPD ↗
$6.57B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
3EDGE ASSET MANAGEMENT, LP added office(s): 4 -> 5 additional locations. IAPD ↗
$1.66B RAUM · 12 reps · 844-903-3343
Office IT & facilitiesCRMRecruiting & transitions
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC added office(s): 40 -> 43 additional locations. IAPD ↗
$31.73B RAUM · 181 reps · 312-334-7300
Office IT & facilitiesCRMRecruiting & transitions
55
INVST, LLC added office(s): 8 -> 12 additional locations. IAPD ↗
$1.79B RAUM · 39 reps · 317-202-1891 · levinefinancial.net
Office IT & facilitiesCRMRecruiting & transitions
55
STEWARD PARTNERS INVESTMENT ADVISORY, LLC added office(s): 45 -> 111 additional locations. IAPD ↗
$24.75B RAUM · 397 reps · 866-694-7769
Office IT & facilitiesCRMRecruiting & transitions
55
CONTINUUM ADVISORY, LLC added office(s): 13 -> 18 additional locations. IAPD ↗
$1.42B RAUM · 33 reps · 2084171933 · lentinifinancialadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
55
SAGESPRING WEALTH PARTNERS added office(s): 10 -> 11 additional locations. IAPD ↗
$6.49B RAUM · 75 reps · 615-861-6100
Office IT & facilitiesCRMRecruiting & transitions
55
MARINER ADVISOR NETWORK added office(s): 94 -> 118 additional locations. IAPD ↗
$8.49B RAUM · 164 reps · 650-571-1934 · redtoweradvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
LEO WEALTH, LLC added office(s): 8 -> 10 additional locations. IAPD ↗
$2.66B RAUM · 32 reps · 817-354-1090
Office IT & facilitiesCRMRecruiting & transitions
55
NICOLET WEALTH MANAGEMENT added office(s): 9 -> 10 additional locations. IAPD ↗
$3.85B RAUM · 34 reps · 920-430-1400 · nicoletbank.com
Office IT & facilitiesCRMRecruiting & transitions
55
THE FIDUCIARY ALLIANCE added office(s): 18 -> 20 additional locations. IAPD ↗
$1.92B RAUM · 38 reps · 864-385-7999
Office IT & facilitiesCRMRecruiting & transitions
55
XML FINANCIAL GROUP added office(s): 16 -> 24 additional locations. IAPD ↗
$2.99B RAUM · 27 reps · (301) 770-5234
Office IT & facilitiesCRMRecruiting & transitions
55
GPS WEALTH STRATEGIES GROUP, LLC added office(s): 9 -> 10 additional locations. IAPD ↗
$1.42B RAUM · 26 reps · 7204145412 · lizwindisch.com
Office IT & facilitiesCRMRecruiting & transitions
55
SEPIO CAPITAL, LP added office(s): 3 -> 4 additional locations. IAPD ↗
$4.46B RAUM · 17 reps · (415) 915-3708 · sepiocap.com
Office IT & facilitiesCRMRecruiting & transitions
55
CRESTWOOD ADVISORS added office(s): 4 -> 5 additional locations. IAPD ↗
$7.02B RAUM · 55 reps · 617-523-8880
Office IT & facilitiesCRMRecruiting & transitions
55
PERENNIAL FINANCIAL SERVICES added office(s): 10 -> 15 additional locations. IAPD ↗
$1.90B RAUM · 42 reps · 310-445-2504
Office IT & facilitiesCRMRecruiting & transitions
55
CFO4LIFE added office(s): 2 -> 3 additional locations. IAPD ↗
$1.74B RAUM · 16 reps · 214-637-9500 · focusfinancialpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
ALERA INVESTMENT ADVISORS, LLC added office(s): 13 -> 14 additional locations. IAPD ↗
$3.57B RAUM · 53 reps · (847) 457-3000 · aleragroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
GRYPHON FINANCIAL PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$2.03B RAUM · 14 reps · 614-929-2880 · gryphonfp.com
Office IT & facilitiesCRMRecruiting & transitions
55
VERDENCE CAPITAL ADVISORS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$3.91B RAUM · 28 reps · 410-472-5380 · verdence.com
Office IT & facilitiesCRMRecruiting & transitions
55
CRESSET ASSET MANAGEMENT, LLC added office(s): 25 -> 31 additional locations. IAPD ↗
$62.02B RAUM · 191 reps · 312-429-2400
Office IT & facilitiesCRMRecruiting & transitions
55
PRIME CAPITAL FINANCIAL added office(s): 70 -> 77 additional locations. IAPD ↗
$30.11B RAUM · 240 reps · (800) 493-6226 · pciapeterson.com
Office IT & facilitiesCRMRecruiting & transitions
55
ARKADIOS WEALTH ADVISORS added office(s): 44 -> 64 additional locations. IAPD ↗
$3.86B RAUM · 151 reps · 404-445-0035
Office IT & facilitiesCRMRecruiting & transitions
55
VALLEY WEALTH STRATEGIES, LLC added office(s): 19 -> 20 additional locations. IAPD ↗
$1.21B RAUM · 26 reps · (209) 366-1264 · zukfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
OPAL WEALTH ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.03B RAUM · 7 reps · 516-388-7980
Office IT & facilitiesCRMRecruiting & transitions
55
SHADE TREE ADVISORS LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$1.03B RAUM · 21 reps · 518-290-9460 · shadetreeadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROBERTSON STEPHENS added office(s): 24 -> 25 additional locations. IAPD ↗
$7.14B RAUM · 63 reps · 415-500-6810
Office IT & facilitiesCRMRecruiting & transitions
55
ARNHOLD LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$5.24B RAUM · 8 reps · (212) 651-3700 · arnholdllc.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROCKEFELLER CAPITAL MANAGEMENT added office(s): 54 -> 64 additional locations. IAPD ↗
$70.03B RAUM · 748 reps · 212-549-5100
Office IT & facilitiesCRMRecruiting & transitions
55
APOLLON WEALTH MANAGEMENT, LLC added office(s): 34 -> 56 additional locations. IAPD ↗
$7.72B RAUM · 115 reps · 843-579-0018 · tampawealthadvisor.net
Office IT & facilitiesCRMRecruiting & transitions
55
TRIVIUM POINT ADVISORY, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.49B RAUM · 23 reps · (203) 221-3085
Office IT & facilitiesCRMRecruiting & transitions
55
ROCKEFELLER CAPITAL MANAGEMENT added office(s): 16 -> 47 additional locations. IAPD ↗
$32.59B RAUM · 157 reps · 212-549-5100 · rockco.com
Office IT & facilitiesCRMRecruiting & transitions
55
PASADENA PRIVATE WEALTH, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$1.27B RAUM · 7 reps · 626-993-9300 · pasadenaprivatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADERO PARTNERS, LLC added office(s): 23 -> 24 additional locations. IAPD ↗
$4.38B RAUM · 24 reps · 650-252-0550
Office IT & facilitiesCRMRecruiting & transitions
55
ACCURATE WEALTH MANAGEMENT, LLC added office(s): 10 -> 11 additional locations. IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
ASPIRE CAPITAL ADVISORS LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.01B RAUM · 10 reps · (206) 939-5615 · investwithaspire.com
Office IT & facilitiesCRMRecruiting & transitions
55
TRANSCEND CAPITAL ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$3.10B RAUM · 31 reps · (973) 370-3203
Office IT & facilitiesCRMRecruiting & transitions
55
INDEPENDENCE SQUARE HOLDINGS, LLC added office(s): 7 -> 10 additional locations. IAPD ↗
$1.49B RAUM · 37 reps · 610-520-1500
Office IT & facilitiesCRMRecruiting & transitions
55
EVOKE ADVISORS added office(s): 3 -> 4 additional locations. IAPD ↗
$27.70B RAUM · 32 reps · 424-372-1776 · evokewealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
SIGNAL ADVISORS WEALTH, LLC added office(s): 12 -> 16 additional locations. IAPD ↗
$1.16B RAUM · 9 reps · 1-866-774-4625
Office IT & facilitiesCRMRecruiting & transitions
55
CAPITAL CREEK PARTNERS added office(s): 2 -> 3 additional locations. IAPD ↗
$1.24B RAUM · 15 reps · 512-316-3397 · capitalcreek.com
Office IT & facilitiesCRMRecruiting & transitions
55
FARTHER added office(s): 25 -> 30 additional locations. IAPD ↗
$5.88B RAUM · 250 reps · 628-246-8004
Office IT & facilitiesCRMRecruiting & transitions
55
POINT OLEMA CAPITAL PARTNERS, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗
$2.04B RAUM · 7 reps · 415-851-0411 · pointolema.com
Office IT & facilitiesCRMRecruiting & transitions
55
F/M INVESTMENTS LLC added office(s): 8 -> 10 additional locations. IAPD ↗
$16.90B RAUM · 38 reps · 202-839-4910
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTHPLAN PARTNERS added office(s): 11 -> 12 additional locations. IAPD ↗
$1.27B RAUM · 24 reps · 402-691-0200
Office IT & facilitiesCRMRecruiting & transitions
55
MARINER INDEPENDENT added office(s): 33 -> 50 additional locations. IAPD ↗
$5.62B RAUM · 99 reps · 650-571-1934
Office IT & facilitiesCRMRecruiting & transitions
55
THE AMERIFLEX GROUP added office(s): 81 -> 110 additional locations. IAPD ↗
$9.36B RAUM · 166 reps · (702) 987-9730 · theameriflexgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
FERMATA ADVISORS added office(s): 4 -> 5 additional locations. IAPD ↗
$1.15B RAUM · 17 reps · (707) 938-7414
Office IT & facilitiesCRMRecruiting & transitions
55
MAIN STREET FINANCIAL SOLUTIONS, LLC added office(s): 22 -> 24 additional locations. IAPD ↗
$2.49B RAUM · 35 reps · 215-259-5021 · gencapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
ONYX BRIDGE WEALTH GROUP LLC added office(s): 7 -> 8 additional locations. IAPD ↗
$1.00B RAUM · 17 reps · (914) 909-6699 · onyxbridge.com
Office IT & facilitiesCRMRecruiting & transitions
55
NEW EDGE WEALTH added office(s): 13 -> 14 additional locations. IAPD ↗
$12.06B RAUM · 70 reps · 2034242262
Office IT & facilitiesCRMRecruiting & transitions
55
CYNDEO WEALTH PARTNERS added office(s): 4 -> 5 additional locations. IAPD ↗
$2.58B RAUM · 15 reps · (727) 472-3700 · cyndeowp.com
Office IT & facilitiesCRMRecruiting & transitions
55
MAYFLOWER ADVISORS added office(s): 4 -> 6 additional locations. IAPD ↗
$4.78B RAUM · 24 reps · 617-259-1767
Office IT & facilitiesCRMRecruiting & transitions
55
TRB WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.17B RAUM · 9 reps · 832-810-3565 · trb.bank
Office IT & facilitiesCRMRecruiting & transitions
55
ASSUREDPARTNERS INVESTMENT ADVISORS added office(s): 15 -> 16 additional locations. IAPD ↗
$3.25B RAUM · 46 reps · 407-708-0050
Office IT & facilitiesCRMRecruiting & transitions
55
FORTIS CAPITAL ADVISORS, LLC added office(s): 32 -> 40 additional locations. IAPD ↗
$1.21B RAUM · 54 reps · (913) 222-8862 · fortiscapitaladvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
CW ADVISORS, LLC added office(s): 14 -> 22 additional locations. IAPD ↗
$9.30B RAUM · 62 reps · (617) 428-7600 · cwadvisorsgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
NAVITER WEALTH, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.55B RAUM · 11 reps · (501) 333-9800 · naviterwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
HILL INVESTMENT GROUP added office(s): 4 -> 6 additional locations. IAPD ↗
$1.04B RAUM · 8 reps · 314-448-4023
Office IT & facilitiesCRMRecruiting & transitions
55
THE BALDWIN GROUP WEALTH ADVISORS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$21.04B RAUM · 36 reps · 813-934-2743 · baldwin.com
Office IT & facilitiesCRMRecruiting & transitions
55
GAMMA INVESTING LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.42B RAUM · 6 reps · 888-585-1755 · gammainvesting.com
Office IT & facilitiesCRMRecruiting & transitions
55
IMPACT PARTNERSHIP WEALTH, LLC added office(s): 49 -> 79 additional locations. IAPD ↗
$1.68B RAUM · 72 reps · 800-380-5040
Office IT & facilitiesCRMRecruiting & transitions
55
PRIVATE WEALTH ASSET MANAGEMENT added office(s): 5 -> 6 additional locations. IAPD ↗
$1.85B RAUM · 22 reps · 402-227-4208
Office IT & facilitiesCRMRecruiting & transitions
55
ULLMANN WEALTH PARTNERS added office(s): 1 -> 2 additional locations. IAPD ↗
$1.07B RAUM · 7 reps · 904-280-3700
Office IT & facilitiesCRMRecruiting & transitions
55
AMERITAS ADVISORY SERVICES, LLC added office(s): 238 -> 254 additional locations. IAPD ↗
$11.51B RAUM · 473 reps · 800-335-9858 · ameritas.com
Office IT & facilitiesCRMRecruiting & transitions
55
CALLAN FAMILY OFFICE, LLC added office(s): 11 -> 12 additional locations. IAPD ↗
$6.67B RAUM · 14 reps · (877) 506-7990
Office IT & facilitiesCRMRecruiting & transitions
55
VESTGEN ADVISORS, LLC added office(s): 7 -> 9 additional locations. IAPD ↗
$3.47B RAUM · 30 reps · 312-237-4446
Office IT & facilitiesCRMRecruiting & transitions
55
ARMSTRONG ADVISORY GROUP INC. added office(s): 11 -> 12 additional locations. IAPD ↗
$1.44B RAUM · 10 reps · (781) 433-0001 · armstrongadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
55
DAYMARK WEALTH PARTNERS, LLC added office(s): 3 -> 6 additional locations. IAPD ↗
$3.94B RAUM · 19 reps · 513-838-2520
Office IT & facilitiesCRMRecruiting & transitions
55
ADVISOR PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$7.67B RAUM · 9 reps · 888-265-2257 · advisorpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
ETHOS FINANCIAL GROUP, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$1.58B RAUM · 27 reps · 484-889-7270 · ethosfg.com
Office IT & facilitiesCRMRecruiting & transitions
55
STRIVE ASSET MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
Office IT & facilitiesCRMRecruiting & transitions
55
FIDELIS CAPITAL added office(s): 3 -> 5 additional locations. IAPD ↗
$1.66B RAUM · 12 reps · 813-934-6246
Office IT & facilitiesCRMRecruiting & transitions
55
GATEWAY WEALTH PARTNERS, LLC added office(s): 24 -> 25 additional locations. IAPD ↗
$1.25B RAUM · 66 reps · (920) 731-9293 · integratedwealthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 42 -> 50 additional locations. IAPD ↗
$9.90B RAUM · 137 reps · 813-709-8800 · brickhousews.com
Office IT & facilitiesCRMRecruiting & transitions
55
TITLEIST ASSET MANAGEMENT, LLC added office(s): 11 -> 14 additional locations. IAPD ↗
$2.07B RAUM · 32 reps · 210-826-2424 · tamgmt.com
Office IT & facilitiesCRMRecruiting & transitions
55
UNITED ADVISOR GROUP added office(s): 22 -> 23 additional locations. IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
Office IT & facilitiesCRMRecruiting & transitions
55
MODERN WEALTH MANAGEMENT, LLC added office(s): 15 -> 17 additional locations. IAPD ↗
$6.15B RAUM · 54 reps · 913-393-1000 · erstpa.com
Office IT & facilitiesCRMRecruiting & transitions
55
PORTSIDE WEALTH GROUP, LLC added office(s): 34 -> 35 additional locations. IAPD ↗
$1.13B RAUM · 41 reps · 385-412-1222
Office IT & facilitiesCRMRecruiting & transitions
55
CAPITAL INVESTMENT COUNSEL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.18B RAUM · 4 reps · (303) 381-0200 · cicwealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
KAUFMAN HALL INVESTMENT MANAGEMENT added office(s): 3 -> 5 additional locations. IAPD ↗
$2.31B RAUM · 7 reps · 224-7243809 · khim.com
Office IT & facilitiesCRMRecruiting & transitions
55
SOVRAN ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$1.31B RAUM · 53 reps · 619-281-9890 · sovranadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
PCM ENCORE, LLC added office(s): 1 -> 5 additional locations. IAPD ↗
$1.24B RAUM · 6 reps · 425-214-1755
Office IT & facilitiesCRMRecruiting & transitions
53
BOK FINANCIAL ADVISORS added office(s): 109 -> 113 additional locations. IAPD ↗
$835.6M RAUM · 145 reps · 877-781-6889
Office IT & facilitiesCRMRecruiting & transitions
53
CHAPIN DAVIS ASSET MANAGEMENT added office(s): 9 -> 12 additional locations. IAPD ↗
$539.1M RAUM · 23 reps · 410-435-3200
Office IT & facilitiesCRMRecruiting & transitions
53
TOBIAS FINANCIAL ADVISORS added office(s): 2 -> 5 additional locations. IAPD ↗
$892.2M RAUM · 8 reps · 954-424-1660
Office IT & facilitiesCRMRecruiting & transitions
53
MPM WEALTH ADVISORS added office(s): 11 -> 12 additional locations. IAPD ↗
$888.9M RAUM · 20 reps · 419-861-1400
Office IT & facilitiesCRMRecruiting & transitions
53
DEERFIELD added office(s): 6 -> 8 additional locations. IAPD ↗
$958.7M RAUM · 5 reps · 317-469-2455
Office IT & facilitiesCRMRecruiting & transitions
53
PVG ASSET MANAGEMENT CORP added office(s): 2 -> 3 additional locations. IAPD ↗
$617.9M RAUM · 6 reps · 303-526-0548 · facebook.com\pvgasset
Office IT & facilitiesCRMRecruiting & transitions
53
WEINBERGER ASSET MANAGEMENT, INC added office(s): 1 -> 2 additional locations. IAPD ↗
$443.9M RAUM · 3 reps · 310-442-8472 · wamasset.com
Office IT & facilitiesCRMRecruiting & transitions
53
SMITHBRIDGE ASSET MANAGEMENT, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$665.8M RAUM · 6 reps · 610-361-9141
Office IT & facilitiesCRMRecruiting & transitions
53
FINANCIAL ASSET MANAGEMENT CORP added office(s): 1 -> 2 additional locations. IAPD ↗
$393.2M RAUM · 4 reps · 914-238-8900 · famcorporation.com
Office IT & facilitiesCRMRecruiting & transitions
53
PORTFOLIO STRATEGIES INC NY added office(s): 1 -> 2 additional locations. IAPD ↗
$861.2M RAUM · 4 reps · 201-571-4100 · psiinvest.com
Office IT & facilitiesCRMRecruiting & transitions
53
ITS ASSET MANAGEMENT, L.P. added office(s): 1 -> 2 additional locations. IAPD ↗
$282.8M RAUM · 2 reps · 203-234-9499 · ptsmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
AVISO WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations. IAPD ↗
$494.9M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
LOMBARD ADVISERS INCORPORATED added office(s): 21 -> 25 additional locations. IAPD ↗
$567.4M RAUM · 31 reps · 410-342-1300 · golombard.com
Office IT & facilitiesCRMRecruiting & transitions
53
ESSEX LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$563.1M RAUM · 7 reps · 847-777-7800
Office IT & facilitiesCRMRecruiting & transitions
53
BOUVEL INVESTMENT PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$313.8M RAUM · 2 reps · 610-933-3300 · bouvel.com
Office IT & facilitiesCRMRecruiting & transitions
53
COVENANT ASSET MANAGEMENT, LLC added office(s): 0 -> 3 additional locations. IAPD ↗
$624.3M RAUM · 8 reps · 908-879-4090
Office IT & facilitiesCRMRecruiting & transitions
53
MEIRA WEALTH added office(s): 0 -> 2 additional locations. IAPD ↗
$279.6M RAUM · 5 reps · 305-670-4440
Office IT & facilitiesCRMRecruiting & transitions
53
ENDOWMENT WEALTH MANAGEMENT, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$427.6M RAUM · 9 reps · 920-785-6010
Office IT & facilitiesCRMRecruiting & transitions
53
U.S. FINANCIAL ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$397.1M RAUM · 8 reps · 781-849-9200 · napierfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
FINANCIAL INSIGHTS WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$662.7M RAUM · 9 reps · (253) 627-6010
Office IT & facilitiesCRMRecruiting & transitions
53
GOODPASTURE GRAY added office(s): 1 -> 2 additional locations. IAPD ↗
$311.0M RAUM · 2 reps · (615) 601-3330
Office IT & facilitiesCRMRecruiting & transitions
53
REDW WEALTH LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$880.9M RAUM · 10 reps · 505-998-3200
Office IT & facilitiesCRMRecruiting & transitions
53
AZA CAPITAL MANAGEMENT added office(s): 1 -> 4 additional locations. IAPD ↗
$314.0M RAUM · 8 reps · 312-429-0880
Office IT & facilitiesCRMRecruiting & transitions
53
BEECH HILL ADVISORS, INC added office(s): 4 -> 6 additional locations. IAPD ↗
$358.6M RAUM · 8 reps · 212-350-7250 · bh-adv.com
Office IT & facilitiesCRMRecruiting & transitions
53
ARBOR CAPITAL MANAGEMENT INC added office(s): 5 -> 6 additional locations. IAPD ↗
$348.1M RAUM · 7 reps · 907-222-7581 · arbordigital.io
Office IT & facilitiesCRMRecruiting & transitions
53
MORLING FINANCIAL ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$755.7M RAUM · 15 reps · 844-667-5464 · morlingadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
CONSULTIVA WEALTH MANAGEMENT, CORP. added office(s): 1 -> 2 additional locations. IAPD ↗
$429.7M RAUM · 17 reps · 787-763-5868 · consultiva.com
Office IT & facilitiesCRMRecruiting & transitions
53
NEUMANN CAPITAL MANAGEMENT added office(s): 0 -> 3 additional locations. IAPD ↗
$568.5M RAUM · 4 reps · 650-548-9200 · neumanncm.portal.tamaracinc.com
Office IT & facilitiesCRMRecruiting & transitions
53
MWA FINANCIAL SERVICES, INC. added office(s): 81 -> 97 additional locations. IAPD ↗
$376.9M RAUM · 134 reps · 309-558-3100
Office IT & facilitiesCRMRecruiting & transitions
53
GALLACHER CAPITAL MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$487.8M RAUM · 10 reps · 303-708-1640 · gallachercapital.com
Office IT & facilitiesCRMRecruiting & transitions
53
WINDWARD PRIVATE WEALTH MANAGEMENT INC. added office(s): 6 -> 7 additional locations. IAPD ↗
$273.8M RAUM · 6 reps · 913-381-7411 · windwardfp.com
Office IT & facilitiesCRMRecruiting & transitions
53
CAPITAL IDEAS added office(s): 1 -> 2 additional locations. IAPD ↗
$277.0M RAUM · 7 reps · 214-750-4400 · cap-ideas.com
Office IT & facilitiesCRMRecruiting & transitions
53
SHILANSKI & ASSOCIATES, INC. added office(s): 1 -> 3 additional locations. IAPD ↗
$420.3M RAUM · 6 reps · 907-278-1351 · plan-your-federal-retirement.com
Office IT & facilitiesCRMRecruiting & transitions
53
ASCENDANT FINANCIAL SOLUTIONS, INC. added office(s): 2 -> 3 additional locations. IAPD ↗
$315.9M RAUM · 4 reps · 928-774-9598 · ascendant-financial.com
Office IT & facilitiesCRMRecruiting & transitions
53
FREEGULLIVER, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$798.1M RAUM · 8 reps · 504-899-0300 · freegulliver.com
Office IT & facilitiesCRMRecruiting & transitions
53
AMERANT INVESTMENTS, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$688.2M RAUM · 15 reps · 305-460-8599 · amerantinvestments.com
Office IT & facilitiesCRMRecruiting & transitions
53
PINNACLE WEALTH ADVISORS added office(s): 2 -> 3 additional locations. IAPD ↗
$461.4M RAUM · 9 reps · 503-654-5100 · thinkpinnacle.com.
Office IT & facilitiesCRMRecruiting & transitions
53
FINANCIAL & TAX ARCHITECTS, LLC added office(s): 18 -> 20 additional locations. IAPD ↗
$443.0M RAUM · 24 reps · 314-858-1122 · scoutfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
MOSELEY INVESTMENT MANAGEMENT, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$410.4M RAUM · 3 reps · 941-745-2799 · moseleyinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
53
INTERACTIVE FINANCIAL ADVISORS added office(s): 22 -> 30 additional locations. IAPD ↗
$337.8M RAUM · 37 reps · 630-472-1300
Office IT & facilitiesCRMRecruiting & transitions
53
PKS ADVISORY SERVICES, LLC added office(s): 17 -> 25 additional locations. IAPD ↗
$905.4M RAUM · 37 reps · (518) 426-5791 · woehlerfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
RB CAPITAL MANAGEMENT, LLC added office(s): 7 -> 9 additional locations. IAPD ↗
$817.2M RAUM · 12 reps · (775) 993-2900
Office IT & facilitiesCRMRecruiting & transitions
53
PACIFICA CAPITAL INVESTMENTS added office(s): 2 -> 3 additional locations. IAPD ↗
$622.4M RAUM · 3 reps · 512-337-5521 · pacificacapital.net
Office IT & facilitiesCRMRecruiting & transitions
53
FRISCH FINANCIAL GROUP, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$789.7M RAUM · 7 reps · 516-694-7900
Office IT & facilitiesCRMRecruiting & transitions
53
CWC ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$421.5M RAUM · 8 reps · 503-968-0950 · cwcadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
MAINSAIL ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$410.1M RAUM · 4 reps · 205-536-7776 · investprudently.com
Office IT & facilitiesCRMRecruiting & transitions
53
TARGETED FINANCIAL SERVICES, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$298.5M RAUM · 3 reps · 732-750-9880 · targetedfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
PROSTATIS FINANCIAL ADVISORS GROUP added office(s): 8 -> 10 additional locations. IAPD ↗
$508.9M RAUM · 18 reps · 410-863-1040
Office IT & facilitiesCRMRecruiting & transitions
53
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$561.5M RAUM · 32 reps · 732-280-6886 · gardenstatesecurities.com
Office IT & facilitiesCRMRecruiting & transitions
53
KENDALL CAPITAL MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$604.1M RAUM · 6 reps · 301-838-9110
Office IT & facilitiesCRMRecruiting & transitions
53
MARYLAND CAPITAL ADVISORS, INC. added office(s): 2 -> 4 additional locations. IAPD ↗
$428.6M RAUM · 3 reps · 410-604-2741
Office IT & facilitiesCRMRecruiting & transitions
53
CAPITAL MARKETS IQ, LLC added office(s): 17 -> 18 additional locations. IAPD ↗
$450.9M RAUM · 19 reps · 310.882.6380
Office IT & facilitiesCRMRecruiting & transitions
53
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$323.7M RAUM · 4 reps · 800-628-3812 · fieldsgottscho.com
Office IT & facilitiesCRMRecruiting & transitions
53
FUTURA ASSET ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$296.6M RAUM · 2 reps · (305) 774-9906 · futuraadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
DAI WEALTH, LLC added office(s): 9 -> 11 additional locations. IAPD ↗
$267.4M RAUM · 32 reps · 404-531-7080 · goodcounselwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
STONE HOUSE INVESTMENT MANAGEMENT, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$669.9M RAUM · 13 reps · (570) 836-7020
Office IT & facilitiesCRMRecruiting & transitions
53
CONCORDE ASSET MANAGEMENT, LLC added office(s): 40 -> 56 additional locations. IAPD ↗
$489.9M RAUM · 64 reps · 248-824-6710 · concordeis.com
Office IT & facilitiesCRMRecruiting & transitions
53
CAPCO ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$458.5M RAUM · 3 reps · 813-805-0777 · capcovalue.com
Office IT & facilitiesCRMRecruiting & transitions
53
HALLADOR INVESTMENT ADVISORS, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$315.4M RAUM · 5 reps · 775-548-1730 · hallador.com
Office IT & facilitiesCRMRecruiting & transitions
53
MARKOWSKI INVESTMENTS added office(s): 6 -> 8 additional locations. IAPD ↗
$410.2M RAUM · 11 reps · 813 831 5168 · truthofinvesting.com
Office IT & facilitiesCRMRecruiting & transitions
53
SAMALIN WEALTH added office(s): 4 -> 5 additional locations. IAPD ↗
$420.6M RAUM · 9 reps · 914-666-6600 · samalinwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
TRUE WEALTH DESIGN, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$424.8M RAUM · 5 reps · (330) 777-0688
Office IT & facilitiesCRMRecruiting & transitions
53
GUARDIAN WEALTH ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$267.2M RAUM · 3 reps · 952-746-3211
Office IT & facilitiesCRMRecruiting & transitions
53
BARRY INVESTMENT ADVISORS, LLC added office(s): 6 -> 8 additional locations. IAPD ↗
$712.6M RAUM · 8 reps · 888-992-8601 · barryinvestmentadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
THE MARSHALL FINANCIAL GROUP LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$593.0M RAUM · 10 reps · (410) 563-1190 · marshallfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
CAPE INVESTMENT ADVISORY, INC. added office(s): 29 -> 34 additional locations. IAPD ↗
$402.4M RAUM · 40 reps · 678-583-1120 · glacierwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
LANTERN WEALTH ADVISORS, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$265.5M RAUM · 15 reps · 631-454-2000 · lanternwa.com
Office IT & facilitiesCRMRecruiting & transitions
53
STRATEGIC FINANCIAL PARTNERS, LTD added office(s): 6 -> 7 additional locations. IAPD ↗
$268.8M RAUM · 6 reps · 503-467-7832 · advisoryfirm.com
Office IT & facilitiesCRMRecruiting & transitions
53
CENTRAL TRUST BANK added office(s): 0 -> 3 additional locations. IAPD ↗
$508.6M RAUM · 3 reps · 573-634-1105
Office IT & facilitiesCRMRecruiting & transitions
53
RALEIGH CAPITAL MANAGEMENT INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$320.6M RAUM · 11 reps · 919-852-1215
Office IT & facilitiesCRMRecruiting & transitions
53
ADAMS ASHBY FINANCIAL ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$737.1M RAUM · 2 reps · 916-333-5989 · adamsashby.com
Office IT & facilitiesCRMRecruiting & transitions
53
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$816.0M RAUM · 7 reps · (920) 882-5299
Office IT & facilitiesCRMRecruiting & transitions
53
SLAGLE FINANCIAL, LLC. added office(s): 8 -> 9 additional locations. IAPD ↗
$315.0M RAUM · 7 reps · 618-692-1657
Office IT & facilitiesCRMRecruiting & transitions
53
BEAUMONT ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$349.8M RAUM · 3 reps · 409-899-9569 · beaumontasset.com
Office IT & facilitiesCRMRecruiting & transitions
53
CHERRY TREE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$593.3M RAUM · 9 reps · 952-893-9012
Office IT & facilitiesCRMRecruiting & transitions
53
ASSET ALLOCATION STRATEGIES, LLC added office(s): 26 -> 28 additional locations. IAPD ↗
$767.4M RAUM · 39 reps · 248-489-0101 · glpfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
RESEARCH FINANCIAL STRATEGIES added office(s): 6 -> 7 additional locations. IAPD ↗
$254.4M RAUM · 6 reps · 301-294-7500 · rfsadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
RCM WEALTH ADVISORS added office(s): 3 -> 4 additional locations. IAPD ↗
$324.0M RAUM · 11 reps · 866-903-1822 · rcmwa.com
Office IT & facilitiesCRMRecruiting & transitions
53
SOUTHLAND EQUITY PARTNERS, LLC. added office(s): 15 -> 16 additional locations. IAPD ↗
$785.3M RAUM · 21 reps · 770.998.5879 · grpwealthstrategies.com
Office IT & facilitiesCRMRecruiting & transitions
53
SIMPLIFI, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$251.5M RAUM · 1 reps · 858-695-6600
Office IT & facilitiesCRMRecruiting & transitions
53
MMA ASSET MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$715.2M RAUM · 16 reps · 610-684-3200 · marshmma.com
Office IT & facilitiesCRMRecruiting & transitions
53
EMPIRICAL ASSET MANAGEMENT, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$467.0M RAUM · 11 reps · 781-431-2223 · empiricalam.com
Office IT & facilitiesCRMRecruiting & transitions
53
JT STRATFORD, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$814.9M RAUM · 14 reps · 770-534-6046
Office IT & facilitiesCRMRecruiting & transitions
53
KINGDOM FINANCIAL GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$340.6M RAUM · 17 reps · 623-974-0300
Office IT & facilitiesCRMRecruiting & transitions
53
COMPASS FINANCIAL MANAGEMENT LLC added office(s): 7 -> 24 additional locations. IAPD ↗
$519.0M RAUM · 27 reps · 813-831-5168 · compassfmllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC added office(s): 3 -> 4 additional locations. IAPD ↗
$744.7M RAUM · 14 reps · 720-500-0050 · mountaincapital.us
Office IT & facilitiesCRMRecruiting & transitions
53
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. added office(s): 8 -> 9 additional locations. IAPD ↗
$669.7M RAUM · 18 reps · 785-823-7900 · ucmofkansas.com
Office IT & facilitiesCRMRecruiting & transitions
53
SENSIBLE MONEY, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$603.7M RAUM · 11 reps · 480-719-7290 · sensiblemoney.com
Office IT & facilitiesCRMRecruiting & transitions
53
INVESTOR FAN added office(s): 10 -> 11 additional locations. IAPD ↗
$427.7M RAUM · 11 reps · 425-372-7517 · facebook.com.sherpawealthstrategies
Office IT & facilitiesCRMRecruiting & transitions
53
HARVEST INVESTMENT SERVICES, LLC added office(s): 9 -> 10 additional locations. IAPD ↗
$534.2M RAUM · 23 reps · (630) 613-9230
Office IT & facilitiesCRMRecruiting & transitions
53
BERNARD WEALTH MANAGEMENT CORP. added office(s): 1 -> 2 additional locations. IAPD ↗
$278.4M RAUM · 4 reps · 248-556-2900
Office IT & facilitiesCRMRecruiting & transitions
53
FSA INVESTMENT GROUP, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$709.5M RAUM · 13 reps · (850) 696-1550 · fsa-ig.com
Office IT & facilitiesCRMRecruiting & transitions
53
DARWIN WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$617.3M RAUM · 6 reps · 813-579-4074
Office IT & facilitiesCRMRecruiting & transitions
53
TCFG INVESTMENT ADVISORS, LLC added office(s): 19 -> 21 additional locations. IAPD ↗
$575.1M RAUM · 25 reps · 949-365-5830 · tcfgcompanies.com
Office IT & facilitiesCRMRecruiting & transitions
53
FULLCIRCLE WEALTH LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$393.5M RAUM · 4 reps · 972-480-6200 · fullcircle-wealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
AXIS WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$289.7M RAUM · 6 reps · 401-441-5111 · axiswp.com
Office IT & facilitiesCRMRecruiting & transitions
53
VANTAGE POINT WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations. IAPD ↗
$277.4M RAUM · 13 reps · (763) 587-7120 · vpwealthmgmt.com
Office IT & facilitiesCRMRecruiting & transitions
53
ARMSTRONG DIXON added office(s): 0 -> 1 additional locations. IAPD ↗
$350.5M RAUM · 6 reps · 443-563-1111
Office IT & facilitiesCRMRecruiting & transitions
53
LECONTE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$309.8M RAUM · 4 reps · (865) 379-8200 · lecontewealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
LOGICA CAPITAL ADVISERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$522.6M RAUM · 4 reps · 424-652-9500
Office IT & facilitiesCRMRecruiting & transitions
53
SANCHEZ WEALTH MANAGEMENT GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$465.5M RAUM · 3 reps · 904-281-9261 · sanchezwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
CAPITAL PLANNING, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$676.9M RAUM · 8 reps · 425-643-1800
Office IT & facilitiesCRMRecruiting & transitions
53
ALLIANCE WEALTH MANAGEMENT GROUP, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$424.2M RAUM · 6 reps · (908) 751 - 7090
Office IT & facilitiesCRMRecruiting & transitions
53
MYSTIC ASSET MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$529.3M RAUM · 2 reps · 866-206-5272 · mysticassetmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
SEQUOIA WEALTH MANAGEMENT, LLC added office(s): 10 -> 12 additional locations. IAPD ↗
$514.3M RAUM · 16 reps · 847-310-5900 · cpmfinancialservices.com
Office IT & facilitiesCRMRecruiting & transitions
53
FLOURISH WEALTH MANAGEMENT INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$383.0M RAUM · 5 reps · (952) 392-4474
Office IT & facilitiesCRMRecruiting & transitions
53
MBI LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$300.7M RAUM · 8 reps · (301) 986-0600
Office IT & facilitiesCRMRecruiting & transitions
53
DIVERSIFIED FINANCIAL MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$302.4M RAUM · 3 reps · 781-792-0440
Office IT & facilitiesCRMRecruiting & transitions
53
LWM ADVISORY SERVICES, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$837.8M RAUM · 8 reps · 954-474-7100 · lwmfl.com
Office IT & facilitiesCRMRecruiting & transitions
53
COTTAGE STREET ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$290.2M RAUM · 2 reps · (508) 748-0709
Office IT & facilitiesCRMRecruiting & transitions
53
TYLER-STONE WEALTH MANAGEMENT, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$598.9M RAUM · 19 reps · 216-295-0945
Office IT & facilitiesCRMRecruiting & transitions
53
UPSTART WEALTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$294.0M RAUM · 4 reps · (415) 549-0646
Office IT & facilitiesCRMRecruiting & transitions
53
COYLE CAPITAL, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$800.5M RAUM · 6 reps · (512) 522-9043 · coylecap.com
Office IT & facilitiesCRMRecruiting & transitions
53
QUARTZ PARTNERS INVESTMENT MANAGEMENT added office(s): 8 -> 9 additional locations. IAPD ↗
$281.0M RAUM · 13 reps · 800-433-0422
Office IT & facilitiesCRMRecruiting & transitions
53
LEGACY WEALTH MANAGEMENT, LLC added office(s): 6 -> 21 additional locations. IAPD ↗
$476.5M RAUM · 35 reps · 208-955-0500
Office IT & facilitiesCRMRecruiting & transitions
53
TUCKER ASSET MANAGEMENT LLC added office(s): 57 -> 60 additional locations. IAPD ↗
$640.8M RAUM · 79 reps · 303-734-1234 · tuckeram.com
Office IT & facilitiesCRMRecruiting & transitions
53
ALIGN IMPACT, LLC added office(s): 2 -> 12 additional locations. IAPD ↗
$782.3M RAUM · 19 reps · 805-243-8055
Office IT & facilitiesCRMRecruiting & transitions
53
CASTLE ROCK WEALTH MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$521.8M RAUM · 8 reps · 925-478-8800 · crwmadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. added office(s): 21 -> 27 additional locations. IAPD ↗
$465.1M RAUM · 26 reps · 860.973.3214
Office IT & facilitiesCRMRecruiting & transitions
53
EQUITA FINANCIAL NETWORK, INC. added office(s): 14 -> 17 additional locations. IAPD ↗
$412.3M RAUM · 18 reps · 800.604.0176
Office IT & facilitiesCRMRecruiting & transitions
53
KANEN WEALTH MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$340.9M RAUM · 3 reps · 631-863-3100 · kanenadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
53
KINETIC INVESTMENT MANAGEMENT, INC. added office(s): 12 -> 14 additional locations. IAPD ↗
$348.2M RAUM · 16 reps · (800) 711-4818
Office IT & facilitiesCRMRecruiting & transitions
53
PARADIGM WEALTH ADVISORY LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$468.3M RAUM · 12 reps · (908) 450-7402
Office IT & facilitiesCRMRecruiting & transitions
53
MARTIN WEALTH SOLUTIONS added office(s): 1 -> 2 additional locations. IAPD ↗
$276.6M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
Office IT & facilitiesCRMRecruiting & transitions
53
WOODSTOCK WEALTH MANAGEMENT, INC. added office(s): 23 -> 24 additional locations. IAPD ↗
$629.9M RAUM · 25 reps · 800-279-4468 · assetmanagementstrategiesllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
DUET ADVISORY SERVICES LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$277.9M RAUM · 2 reps · 248.723.4321
Office IT & facilitiesCRMRecruiting & transitions
53
PLUM STREET ADVISORS, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$359.4M RAUM · 5 reps · 504-517-5107 · plumstreetadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
CLARK ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$778.3M RAUM · 6 reps · 603-237-1341
Office IT & facilitiesCRMRecruiting & transitions
53
DONOGHUE FORLINES LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$388.6M RAUM · 4 reps · 800.642.4276 · donoghueforlinesfunds.com
Office IT & facilitiesCRMRecruiting & transitions
53
XYPN INVEST added office(s): 17 -> 20 additional locations. IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · charlesmichaelfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
MAYTECH GLOBAL INVESTMENTS added office(s): 0 -> 1 additional locations. IAPD ↗
$848.5M RAUM · 4 reps · 212-899-2730 · maytechglobal.com
Office IT & facilitiesCRMRecruiting & transitions
53
WHITAKER-MYERS WEALTH MANAGERS, LTD. added office(s): 24 -> 27 additional locations. IAPD ↗
$713.1M RAUM · 15 reps · (330) 345-5000
Office IT & facilitiesCRMRecruiting & transitions
53
ALPHA BETA GAMMA WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$267.0M RAUM · 4 reps · (561) 207-6399
Office IT & facilitiesCRMRecruiting & transitions
53
INTEGRA GLOBAL ADVISORS LLC added office(s): 0 -> 3 additional locations. IAPD ↗
$562.6M RAUM · 12 reps · (203) 266-3942
Office IT & facilitiesCRMRecruiting & transitions
53
FLORIDA FINANCIAL ADVISORS, LLC added office(s): 10 -> 16 additional locations. IAPD ↗
$317.8M RAUM · 457 reps · (813) 333-1683
Office IT & facilitiesCRMRecruiting & transitions
53
INTEGRITY ADVISORY SOLUTIONS added office(s): 13 -> 71 additional locations. IAPD ↗
$512.3M RAUM · 90 reps · (214) 919-2165 · integritywealthsolutions.com
Office IT & facilitiesCRMRecruiting & transitions
53
PRACTICE FINANCIAL GROUP added office(s): 5 -> 6 additional locations. IAPD ↗
$333.1M RAUM · 7 reps · (541) 973-2602 · pfg-investments.com
Office IT & facilitiesCRMRecruiting & transitions
53
BRIO FINANCIAL GROUP added office(s): 1 -> 3 additional locations. IAPD ↗
$842.6M RAUM · 11 reps · 415-623-2450
Office IT & facilitiesCRMRecruiting & transitions
53
PEAK PLANNING GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$650.9M RAUM · 5 reps · 303-991-0056 · peakplan.com
Office IT & facilitiesCRMRecruiting & transitions
53
FORTRESS PRIVATE LEDGER, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$346.1M RAUM · 15 reps · 919-322-2761 · myept.com
Office IT & facilitiesCRMRecruiting & transitions
53
THAYER PARTNERS LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$401.3M RAUM · 7 reps · 617-275-5430
Office IT & facilitiesCRMRecruiting & transitions
53
CHICORY WEALTH added office(s): 8 -> 10 additional locations. IAPD ↗
$682.7M RAUM · 11 reps · (404) 294-5917 · chicorywealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
EQ WEALTH MANAGEMENT added office(s): 5 -> 11 additional locations. IAPD ↗
$723.0M RAUM · 8 reps · 425-434-1000
Office IT & facilitiesCRMRecruiting & transitions
53
INNEALTA CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗
$258.8M RAUM · 4 reps · (737) 808-4640
Office IT & facilitiesCRMRecruiting & transitions
53
FIDELIS WEALTH ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$253.2M RAUM · 6 reps · 303-800-4683
Office IT & facilitiesCRMRecruiting & transitions
53
MAIA WEALTH added office(s): 4 -> 7 additional locations. IAPD ↗
$704.3M RAUM · 35 reps · (720) 644-8803 · maiawealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
PRINCIPAL ADVISED SERVICES added office(s): 46 -> 157 additional locations. IAPD ↗
$887.3M RAUM · 215 reps · 866-412-0770
Office IT & facilitiesCRMRecruiting & transitions
53
VAN CLEMENS WEALTH MANAGEMENT, LLC added office(s): 3 -> 5 additional locations. IAPD ↗
$327.2M RAUM · 18 reps · 612-758-9140 · vanclemens.com
Office IT & facilitiesCRMRecruiting & transitions
53
MARSJEWETT FINANCIAL GROUP added office(s): 0 -> 1 additional locations. IAPD ↗
$734.7M RAUM · 7 reps · 425-289-5000 · marsjewett.com
Office IT & facilitiesCRMRecruiting & transitions
53
PGI WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations. IAPD ↗
$932.0M RAUM · 8 reps · (888) 493-9022
Office IT & facilitiesCRMRecruiting & transitions
53
Q CAPITAL SOLUTIONS added office(s): 1 -> 2 additional locations. IAPD ↗
$255.7M RAUM · 2 reps · 732-600-5557 · qcapitalsolutions.com
Office IT & facilitiesCRMRecruiting & transitions
53
FINANCIAL TRANSPARENCY added office(s): 11 -> 13 additional locations. IAPD ↗
$306.3M RAUM · 17 reps · (336) 715-3300 · financialtransparencyllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
SPECTRUM WEALTH ADVISORY GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$370.0M RAUM · 4 reps · (916) 772-5970
Office IT & facilitiesCRMRecruiting & transitions
53
OPTIMA ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$807.4M RAUM · 14 reps · 212-484-3000 · optima.com
Office IT & facilitiesCRMRecruiting & transitions
53
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$352.2M RAUM · 38 reps · 212-698-3300 · firsteagle.com
Office IT & facilitiesCRMRecruiting & transitions
53
SCHORN WEALTH added office(s): 2 -> 3 additional locations. IAPD ↗
$367.8M RAUM · 8 reps · 610 399-1500 · schorn.net
Office IT & facilitiesCRMRecruiting & transitions
53
INVESTMENT RESEARCH PARTNERS added office(s): 0 -> 3 additional locations. IAPD ↗
$370.2M RAUM · 4 reps · 814-966-7206
Office IT & facilitiesCRMRecruiting & transitions
53
EAGLEBROOK ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$350.2M RAUM · 4 reps · 786-807-7374
Office IT & facilitiesCRMRecruiting & transitions
53
PRESIDIO CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$397.4M RAUM · 6 reps · 858-461-4959
Office IT & facilitiesCRMRecruiting & transitions
53
BURKHOLDER WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$255.1M RAUM · 4 reps · 918-727-7100
Office IT & facilitiesCRMRecruiting & transitions
53
SYNERGY INVESTMENT MANAGEMENT LLC added office(s): 3 -> 5 additional locations. IAPD ↗
$461.2M RAUM · 9 reps · 321-203-4458
Office IT & facilitiesCRMRecruiting & transitions
53
CREEKMUR ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$561.8M RAUM · 15 reps · 309-925-2043
Office IT & facilitiesCRMRecruiting & transitions
53
HOXTON WEALTH USA LLC added office(s): 3 -> 6 additional locations. IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
Office IT & facilitiesCRMRecruiting & transitions
53
LINDENWOLD ADVISORS INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$278.6M RAUM · 3 reps · 610-396-2448 · lindenwoldadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
OXLER PRIVATE WEALTH added office(s): 2 -> 4 additional locations. IAPD ↗
$539.6M RAUM · 3 reps · 212-785-2860 · oxlerpw.com
Office IT & facilitiesCRMRecruiting & transitions
53
THE KELLY GROUP added office(s): 2 -> 3 additional locations. IAPD ↗
$953.2M RAUM · 14 reps · 410-893-0560 · kellyria.com
Office IT & facilitiesCRMRecruiting & transitions
53
RISKBRIDGE ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$833.8M RAUM · 8 reps · (203) 658-6055 · riskbridgeadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
VENATOR MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$428.5M RAUM · 2 reps · 412-586-3747 · venatormanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
BOS ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$828.7M RAUM · 7 reps · 833-943-8090 · bosassetmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
CITY DIFFERENT INVESTMENTS added office(s): 3 -> 4 additional locations. IAPD ↗
$265.8M RAUM · 8 reps · 505-416-4550
Office IT & facilitiesCRMRecruiting & transitions
53
KERA CAPITAL PARTNERS added office(s): 2 -> 3 additional locations. IAPD ↗
$808.1M RAUM · 8 reps · 408-668-2201 · keracapital.com
Office IT & facilitiesCRMRecruiting & transitions
53
THEPARTNERS WEALTH MANAGEMENT added office(s): 12 -> 17 additional locations. IAPD ↗
$454.5M RAUM · 19 reps · 800-324-3010 · twsfinancialplanning.com
Office IT & facilitiesCRMRecruiting & transitions
53
GLASSY MOUNTAIN ADVISORS, INC. added office(s): 2 -> 9 additional locations. IAPD ↗
$334.9M RAUM · 6 reps · (301) 541-8900 · glassymountainadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
ENZI WEALTH added office(s): 0 -> 1 additional locations. IAPD ↗
$424.0M RAUM · 3 reps · 512-795-0030
Office IT & facilitiesCRMRecruiting & transitions
53
VANTAGE FINANCIAL PARTNERS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$810.7M RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com
Office IT & facilitiesCRMRecruiting & transitions
53
ALLOCATE MANAGEMENT COMPANY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$930.6M RAUM · 5 reps · 650-260-3431
Office IT & facilitiesCRMRecruiting & transitions
53
STRATEGIC ADVOCATES, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$433.8M RAUM · 7 reps · (435) 755-9400 · wealth-advocates.com
Office IT & facilitiesCRMRecruiting & transitions
53
TRANSCE3ND LLC added office(s): 12 -> 16 additional locations. IAPD ↗
$362.0M RAUM · 39 reps · 512-268-9220 · e3wealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
UNIVERSAL FINANCIAL ADVISORS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$251.1M RAUM · 6 reps · 314-721-5522 · universaladvisorsgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
APOLLON FINANCIAL, LLC added office(s): 2 -> 5 additional locations. IAPD ↗
$890.4M RAUM · 13 reps · 843-579-0018 · apollonfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
ATLAS FIDUCIARY SERVICES, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$257.7M RAUM · 2 reps · 603-581-7125 · afgplanning.com
Office IT & facilitiesCRMRecruiting & transitions
53
SOLLINDA CAPITAL MANAGEMENT LLC added office(s): 1 -> 7 additional locations. IAPD ↗
$909.4M RAUM · 14 reps · 8446621211 · sollinda.com
Office IT & facilitiesCRMRecruiting & transitions
53
ONEASCENT FAMILY OFFICES added office(s): 4 -> 5 additional locations. IAPD ↗
$360.2M RAUM · 6 reps · (205) 313-9142 · sovereignfamilyoffice.co
Office IT & facilitiesCRMRecruiting & transitions
53
CRAFT & SAGE WEALTH added office(s): 2 -> 3 additional locations. IAPD ↗
$289.7M RAUM · 7 reps · 816-436-9939
Office IT & facilitiesCRMRecruiting & transitions
53
EAGLE WEALTH STRATEGIES added office(s): 0 -> 1 additional locations. IAPD ↗
$557.6M RAUM · 8 reps · 856-845-4005 · eaglewealthstrategies.com
Office IT & facilitiesCRMRecruiting & transitions
53
SECOND LINE CAPITAL, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$723.0M RAUM · 21 reps · 504-321-0923
Office IT & facilitiesCRMRecruiting & transitions
53
STENGER FAMILY OFFICE, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$433.4M RAUM · 7 reps · 630-912-8295 · stengerfamilyoffice.com
Office IT & facilitiesCRMRecruiting & transitions
53
CORNERSTONE ADVISORS LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$276.9M RAUM · 9 reps · 501-943-7132
Office IT & facilitiesCRMRecruiting & transitions
53
BRIDGEPORT FINANCIAL SOLUTIONS added office(s): 5 -> 8 additional locations. IAPD ↗
$484.5M RAUM · 11 reps · 877-411-2737 · bridgeport.financial
Office IT & facilitiesCRMRecruiting & transitions
53
LEGACY WEALTH ADVISORS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$348.0M RAUM · 3 reps · 305-808-6140 · lwgadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
TRIAD WEALTH PARTNERS, LLC added office(s): 0 -> 9 additional locations. IAPD ↗
$425.0M RAUM · 13 reps · 785-830-0000 · triadwealthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
53
BBVA GLOBAL WEALTH ADVISORS, INC. added office(s): 7 -> 9 additional locations. IAPD ↗
$523.7M RAUM · 22 reps · 3052057752 · bbvaglobalwealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
CURIO WEALTH, LLC added office(s): 7 -> 8 additional locations. IAPD ↗
$384.3M RAUM · 7 reps · 410-449-2599 · curiowealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
POTENTIA WEALTH added office(s): 0 -> 1 additional locations. IAPD ↗
$485.5M RAUM · 8 reps · 408-288-7886 · potentiawealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
PLATFORM WEALTH ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$328.6M RAUM · 9 reps · (385) 243-0553
Office IT & facilitiesCRMRecruiting & transitions
53
CRUX WEALTH ADVISORS added office(s): 5 -> 6 additional locations. IAPD ↗
$410.2M RAUM · 13 reps · 562.735.3875
Office IT & facilitiesCRMRecruiting & transitions
53
A&M PRIVATE WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
Office IT & facilitiesCRMRecruiting & transitions
53
PARKWOODS WEALTH PARTNERS, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$408.6M RAUM · 3 reps · 315-757-1100 · parkwoodswealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
SHRIER WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$323.2M RAUM · 3 reps · 310-201-0200 · shrierwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
NATIONWIDE SECURITIES, LLC added office(s): 3 -> 11 additional locations. IAPD ↗
$0 RAUM · 5 reps · 888-753-7364 · nationwide.com
Office IT & facilitiesCRMRecruiting & transitions
50
SYNDICATED CAPITAL, INC. added office(s): 6 -> 8 additional locations. IAPD ↗
$123.0M RAUM · 9 reps · 310-751-7098 · syndicatedcapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
B.B. GRAHAM & COMPANY, INC. added office(s): 8 -> 9 additional locations. IAPD ↗
$196.1M RAUM · 28 reps · (714) 628-5200 · bbgraham.com
Office IT & facilitiesCRMRecruiting & transitions
50
SOUTHERN CAPITAL SERVICES INC added office(s): 2 -> 3 additional locations. IAPD ↗
$174.1M RAUM · 6 reps · 251-626-1140 · southerncapitalservices.com
Office IT & facilitiesCRMRecruiting & transitions
50
ROBBINS WEALTH MANAGEMENT added office(s): 0 -> 3 additional locations. IAPD ↗
$220.9M RAUM · 3 reps · 814-838-4185 · investrwm.com
Office IT & facilitiesCRMRecruiting & transitions
50
BEADELL A D INVESTMENT COUNSEL INC added office(s): 0 -> 1 additional locations. IAPD ↗
$217.3M RAUM · 2 reps · 262-241-0331 · adbeadell.com
Office IT & facilitiesCRMRecruiting & transitions
50
BOYD FINANCIAL STRATEGIES, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$121.0M RAUM · 3 reps · (508) 754-3226 · boydstrategy.com
Office IT & facilitiesCRMRecruiting & transitions
50
SCHLINDWEIN ASSOCIATES LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$195.8M RAUM · 3 reps · 469-385-7040
Office IT & facilitiesCRMRecruiting & transitions
50
CORRADO ADVISORS, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$202.2M RAUM · 5 reps · 201-661-6600
Office IT & facilitiesCRMRecruiting & transitions
50
QUANTUM FINANCIAL ADVISORS INC added office(s): 3 -> 5 additional locations. IAPD ↗
$163.7M RAUM · 7 reps · 301-296-6203 · instragram.com
Office IT & facilitiesCRMRecruiting & transitions
50
SPECTRUM ADVISORS, INC. added office(s): 2 -> 4 additional locations. IAPD ↗
$149.0M RAUM · 4 reps · 972-931-3700 · spectrumadvisors.net
Office IT & facilitiesCRMRecruiting & transitions
50
OVERRIDGE WEALTH ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$238.2M RAUM · 7 reps · 817-738-1451
Office IT & facilitiesCRMRecruiting & transitions
50
DECATUR CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$228.5M RAUM · 4 reps · 404-270-9838 · decaturcapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
CAPSTONE WEALTH MANAGEMENT GROUP, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$233.1M RAUM · 4 reps · 541-330-0266 · capstonewmg.com
Office IT & facilitiesCRMRecruiting & transitions
50
DRAWBRIDGE CAPITAL added office(s): 4 -> 5 additional locations. IAPD ↗
$189.9M RAUM · 7 reps · 918-493-4190 · drawbridge.capital
Office IT & facilitiesCRMRecruiting & transitions
50
IKE CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$157.3M RAUM · 3 reps · 516-801-6565 · ikecapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
TURNER FINANCIAL GROUP, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$171.0M RAUM · 8 reps · 850-995-1797 · gfthomasadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
50
MZ CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$141.2M RAUM · 2 reps · 301-452-4220
Office IT & facilitiesCRMRecruiting & transitions
50
HAWKINS INVESTMENT COUNSEL, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$150.8M RAUM · 3 reps · 360.536.2181 · hawkinscounsel.com
Office IT & facilitiesCRMRecruiting & transitions
50
PARKS CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗
$82.9M RAUM · 2 reps · 585-248-5700
Office IT & facilitiesCRMRecruiting & transitions
50
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC added office(s): 2 -> 7 additional locations. IAPD ↗
$2.0M RAUM · 9 reps · 504-520-8050 · colombim.com
Office IT & facilitiesCRMRecruiting & transitions
50
STONECREST ADVISORS, INC. added office(s): 8 -> 10 additional locations. IAPD ↗
$155.3M RAUM · 20 reps · 866-342-1069 · stonecrestpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
AMIDON & PETERSEN FINANCIALS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$36.6M RAUM · 3 reps · (518) 852-3815 · petersenwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
PARKER FINANCIAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$217.0M RAUM · 4 reps · 360-337-2701
Office IT & facilitiesCRMRecruiting & transitions
50
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$222.6M RAUM · 10 reps · 443-224-1231 · equitycompass.com
Office IT & facilitiesCRMRecruiting & transitions
50
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$154.5M RAUM · 8 reps · 312-380-5300
Office IT & facilitiesCRMRecruiting & transitions
50
VISTICA WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$131.6M RAUM · 4 reps · 760-854-4003
Office IT & facilitiesCRMRecruiting & transitions
50
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT added office(s): 7 -> 11 additional locations. IAPD ↗
$217.9M RAUM · 13 reps · 317-350-4255 · tsnwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
LAIDLAW WEALTH MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$114.8M RAUM · 3 reps · 212-953-4910 · laidlawwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
THIRD SIGMA INVESTMENT ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$116.2M RAUM · 3 reps · 302-656-1111 · thirdsigmaadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
GRADIENT ADVISORS, LLC added office(s): 129 -> 153 additional locations. IAPD ↗
$218.6M RAUM · 169 reps · 877-885-0508 · thefinancialhq.com
Office IT & facilitiesCRMRecruiting & transitions
50
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS added office(s): 0 -> 1 additional locations. IAPD ↗
$196.6M RAUM · 2 reps · 541-500-4321 · jonescares.org
Office IT & facilitiesCRMRecruiting & transitions
50
QUEST 10 WEALTH BUILDERS, INC. added office(s): 0 -> 5 additional locations. IAPD ↗
$187.7M RAUM · 4 reps · 919-552-4286 · completefinancialsolutions.org
Office IT & facilitiesCRMRecruiting & transitions
50
DESERT ROSE CAPITAL MANAGEMENT, INC. added office(s): 4 -> 6 additional locations. IAPD ↗
$112.7M RAUM · 11 reps · 208 297-2710 · desertrosecapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
THE ARCHER CONSULTING GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$155.5M RAUM · 2 reps · 985-227-4019 · archerconsulting.com
Office IT & facilitiesCRMRecruiting & transitions
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC added office(s): 16 -> 18 additional locations. IAPD ↗
$212.1M RAUM · 28 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
SCHWAB WEALTH ADVISORY, INC. added office(s): 67 -> 97 additional locations. IAPD ↗
$0 RAUM · 987 reps · 415-667-7000
Office IT & facilitiesCRMRecruiting & transitions
50
CAPSTONE INVESTMENT GROUP added office(s): 0 -> 1 additional locations. IAPD ↗
$152.4M RAUM · 4 reps · 360-570-9888 · wisdomanddiscipline.com
Office IT & facilitiesCRMRecruiting & transitions
50
DONALIES FINANCIAL PLANNING, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$180.2M RAUM · 3 reps · 240-888-2573 · donaliesfp.com
Office IT & facilitiesCRMRecruiting & transitions
50
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. added office(s): 3 -> 5 additional locations. IAPD ↗
$131.9M RAUM · 6 reps · 505-982-9661 · horizonssfs.com
Office IT & facilitiesCRMRecruiting & transitions
50
RIK SAYLOR FINANCIAL, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$178.9M RAUM · 3 reps · (513) 829-8888 · riksaylorfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
50
PLANVISION, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$0 RAUM · 5 reps · (612) 965-4286 · planvisionmn.com
Office IT & facilitiesCRMRecruiting & transitions
50
TFS ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$135.1M RAUM · 2 reps · (425) 776-0446
Office IT & facilitiesCRMRecruiting & transitions
50
COHEN INVESTMENT ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$225.6M RAUM · 4 reps · (603) 232-8350 · investwithcohen.com
Office IT & facilitiesCRMRecruiting & transitions
50
INVESTORS MOSAIC added office(s): 0 -> 1 additional locations. IAPD ↗
$148.4M RAUM · 2 reps · (617) 272-0006 · investorsmosaic.com
Office IT & facilitiesCRMRecruiting & transitions
50
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL added office(s): 0 -> 11 additional locations. IAPD ↗
$243.2M RAUM · 11 reps · (888) 256-6855 · mdfinancialadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
HIPPOCRATIC FINANCIAL ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$170.2M RAUM · 3 reps · 866-447-2380 · hippocraticfa.com
Office IT & facilitiesCRMRecruiting & transitions
50
PARADY WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$156.1M RAUM · 2 reps · 352-674-3911
Office IT & facilitiesCRMRecruiting & transitions
50
EXCEED ADVISORY LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$76.7M RAUM · 2 reps · 646-580-7046
Office IT & facilitiesCRMRecruiting & transitions
50
BIRCHVIEW CAPITAL, LP added office(s): 0 -> 1 additional locations. IAPD ↗
$183.1M RAUM · 4 reps · 802-923-3826
Office IT & facilitiesCRMRecruiting & transitions
50
MILLENNIAL ADVISERS, LLC. added office(s): 4 -> 5 additional locations. IAPD ↗
$58.7M RAUM · 12 reps · 646-532-2400
Office IT & facilitiesCRMRecruiting & transitions
50
YES WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$116.8M RAUM · 3 reps · (651) 426-5854
Office IT & facilitiesCRMRecruiting & transitions
50
MATHIS WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$183.1M RAUM · 5 reps · 602-393-0501
Office IT & facilitiesCRMRecruiting & transitions
50
WRENNE FINANCIAL PLANNING LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$231.3M RAUM · 6 reps · 859-538-6044
Office IT & facilitiesCRMRecruiting & transitions
50
ABBINGTON INVESTMENT GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$122.9M RAUM · 3 reps · 207-433-5820 · abbingtongroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
GUIDE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$32.3M RAUM · 1 reps · 646-450-1001 · guidewealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
TFG FINANCIAL ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$154.5M RAUM · 4 reps · (561) 209-1120
Office IT & facilitiesCRMRecruiting & transitions
50
SIMMONS CAPITAL GROUP added office(s): 1 -> 4 additional locations. IAPD ↗
$194.5M RAUM · 4 reps · (518) 406-5624 · simmonscapitalgroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
TOUCHSTONE CAPITAL, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$101.9M RAUM · 4 reps · (724) 933-8388 · touchstonecapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
FEDERAL PREP added office(s): 1 -> 2 additional locations. IAPD ↗
$95.5M RAUM · 4 reps · (631) 750-6499
Office IT & facilitiesCRMRecruiting & transitions
50
GREAT HILL ADVISORY added office(s): 0 -> 1 additional locations. IAPD ↗
$178.4M RAUM · 3 reps · 516-500-1248 · baysidetaxandwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
ROOTED PLANNING GROUP added office(s): 2 -> 5 additional locations. IAPD ↗
$117.7M RAUM · 4 reps · 607-438-2761
Office IT & facilitiesCRMRecruiting & transitions
50
Q3 ADVISORS, LLC added office(s): 7 -> 11 additional locations. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
Office IT & facilitiesCRMRecruiting & transitions
50
RIDGELINE WEALTH ADVISORS, LLC. added office(s): 1 -> 5 additional locations. IAPD ↗
$141.7M RAUM · 4 reps · 919-782-0494 · ridgelinewealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
DAVIMAN FINANCIAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$152.8M RAUM · 3 reps · 317-207-0175
Office IT & facilitiesCRMRecruiting & transitions
50
WEALTHUNITE ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$56.5M RAUM · 1 reps · (516) 805-2024
Office IT & facilitiesCRMRecruiting & transitions
50
FISHER & WIENS WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$231.6M RAUM · 1 reps · 925-964-0090 · fisherandwiens.com
Office IT & facilitiesCRMRecruiting & transitions
50
ROBBINS FARLEY LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$225.1M RAUM · 3 reps · 603-703-0255
Office IT & facilitiesCRMRecruiting & transitions
50
HERITAGE WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$176.3M RAUM · 4 reps · 614-389-2488 · hwp-oh.com
Office IT & facilitiesCRMRecruiting & transitions
50
FBL WEALTH MANAGEMENT, LLC added office(s): 162 -> 171 additional locations. IAPD ↗
$8.7M RAUM · 138 reps · 515-225-5400 · fbfs.com
Office IT & facilitiesCRMRecruiting & transitions
50
EPIC WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$112.3M RAUM · 4 reps · 405-257-0301 · epicwmg.com
Office IT & facilitiesCRMRecruiting & transitions
50
MPI WEALTH MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$236.4M RAUM · 3 reps · 630-325-6900 · mpiwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
ECIO, INC. added office(s): 0 -> 7 additional locations. IAPD ↗
$231.7M RAUM · 4 reps · 608-291-4646 · getecio.com
Office IT & facilitiesCRMRecruiting & transitions
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$240.0M RAUM · 5 reps · 972-786-6527 · blackknightwm.com
Office IT & facilitiesCRMRecruiting & transitions
50
RAYLIANT INVESTMENT RESEARCH added office(s): 0 -> 4 additional locations. IAPD ↗
$167.6M RAUM · 11 reps · 626-407-4581 · rayliant.com
Office IT & facilitiesCRMRecruiting & transitions
50
BRIAN LOW FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$184.2M RAUM · 4 reps · 225-292-4225 · brianlowfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
50
ADVISOR SHARE WEALTH MANAGEMENT, LLC added office(s): 21 -> 35 additional locations. IAPD ↗
$185.2M RAUM · 35 reps · 866-232-3251 · advisorsharewm.com
Office IT & facilitiesCRMRecruiting & transitions
50
CHANNEL INVESTMENT PARTNERS added office(s): 1 -> 2 additional locations. IAPD ↗
$34.4M RAUM · 2 reps · 571-721-1852 · channelinvestmentpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
SONOMA PRIVATE WEALTH LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$136.7M RAUM · 3 reps · 415-806-0073 · sonomaprivatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
TEAM WEALTH & TAX ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$185.8M RAUM · 6 reps · 951-308-6444 · g.co
Office IT & facilitiesCRMRecruiting & transitions
50
PARK AVENUE INVESTMENT ADVISORY, LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$98.3M RAUM · 87 reps · 800-879-6934 · parkavenuesecurities.com
Office IT & facilitiesCRMRecruiting & transitions
50
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC added office(s): 0 -> 3 additional locations. IAPD ↗
$194.4M RAUM · 1 reps · 972-833-2684
Office IT & facilitiesCRMRecruiting & transitions
50
INVESTED ADVISORS added office(s): 0 -> 2 additional locations. IAPD ↗
$226.2M RAUM · 2 reps · 814-235-2703 · weareinvested.com
Office IT & facilitiesCRMRecruiting & transitions
50
TRANSCEND ADVISOR GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$206.6M RAUM · 3 reps · 262-884-9983 · info@transcendadvisorgroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
THE WEALTHGARDEN F.S. LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$182.3M RAUM · 3 reps · 310-571-8489 · thewealthgardenfs.com
Office IT & facilitiesCRMRecruiting & transitions
50
INTEGRATED WEALTHCARE, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$144.9M RAUM · 4 reps · 866-694-6292
Office IT & facilitiesCRMRecruiting & transitions
50
J.M. ARBOUR, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$154.0M RAUM · 6 reps · (207) 248-6767 · jmarbour.com
Office IT & facilitiesCRMRecruiting & transitions
50
SKYBOUND WEALTH MANAGEMENT USA, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$160.6M RAUM · 6 reps · 1-346-845-0001
Office IT & facilitiesCRMRecruiting & transitions
50
INTEGRITY FINANCIAL ADVISORS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$124.4M RAUM · 9 reps · 978-338-4830 · integrityfa.com
Office IT & facilitiesCRMRecruiting & transitions
50
LAKE AVENUE FINANCIAL LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$137.9M RAUM · 3 reps · 626-689-2012 · firstteamadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
WINCAP FINANCIAL LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$153.3M RAUM · 5 reps · (617) 590-3250 · wincapfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
50
ARBOR PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$139.2M RAUM · 2 reps · 703-559-7975
Office IT & facilitiesCRMRecruiting & transitions
50
TWIN CITY PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$129.9M RAUM · 3 reps · 336-930-9494 · twincitywealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
STREETBEAT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$3.9M RAUM · 0 reps · 650-204-0399 · streetbeat.com
Office IT & facilitiesCRMRecruiting & transitions
50
NORMANDY INVESTMENT ADVISORS added office(s): 4 -> 6 additional locations. IAPD ↗
$142.0M RAUM · 6 reps · 913-914-1944 · normandyia.com
Office IT & facilitiesCRMRecruiting & transitions
50
FAMILY FINANCIAL added office(s): 1 -> 2 additional locations. IAPD ↗
$232.8M RAUM · 2 reps · (310) 598-8481 · familyfinancial.biz
Office IT & facilitiesCRMRecruiting & transitions
50
SENIOR TAX ADVISORY GROUP, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$88.5M RAUM · 3 reps · 719-596-4844 · springstax.com
Office IT & facilitiesCRMRecruiting & transitions
50
IA NETWORK, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$183.5M RAUM · 4 reps · 704-272-1211
Office IT & facilitiesCRMRecruiting & transitions
50
ICW HOLDINGS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$107.7M RAUM · 1 reps · 347-413-4750 · icwinvest.co
Office IT & facilitiesCRMRecruiting & transitions
50
TABLEAUX WEALTH added office(s): 0 -> 2 additional locations. IAPD ↗
$154.3M RAUM · 4 reps · 413-264-2400
Office IT & facilitiesCRMRecruiting & transitions
50
ATHENA WEALTH MANAGEMENT, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$140.6M RAUM · 1 reps · (408) 684-3705 · athenawm.com
Office IT & facilitiesCRMRecruiting & transitions
50
HALLSTATT ADVISORS L.P. added office(s): 0 -> 1 additional locations. IAPD ↗
$156.0M RAUM · 2 reps · 212-804-9085
Office IT & facilitiesCRMRecruiting & transitions
50
OXFORD WEALTH GROUP, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$235.9M RAUM · 8 reps · 407-495-2004
Office IT & facilitiesCRMRecruiting & transitions
50
RANGE ADVISORY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$144.7M RAUM · 17 reps · (703) 261-4126
Office IT & facilitiesCRMRecruiting & transitions
50
COINBASE ASSET MANAGEMENT, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$87.9M RAUM · 9 reps · (203) 489-1450
Office IT & facilitiesCRMRecruiting & transitions
50
MOORE WEALTH added office(s): 0 -> 1 additional locations. IAPD ↗
$144.4M RAUM · 5 reps · (301) 631-1207 · moorewealthinc.com
Office IT & facilitiesCRMRecruiting & transitions
50
MAGNOLIA PRIVATE WEALTH, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$225.7M RAUM · 4 reps · 5714771375 · magnoliapw.com
Office IT & facilitiesCRMRecruiting & transitions
50
DIAZO, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$177.9M RAUM · 4 reps · 702-745-1800
Office IT & facilitiesCRMRecruiting & transitions
50
BROADSTREET GLOBAL ADVISORS, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$118.3M RAUM · 7 reps · 914-427-8036 · broadstreetglobaladvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
ONEWELTH INC added office(s): 0 -> 1 additional locations. IAPD ↗
$85.7M RAUM · 2 reps · 212-750-0718
Office IT & facilitiesCRMRecruiting & transitions
50
MDRN CAPITAL added office(s): 9 -> 23 additional locations. IAPD ↗
$160.9M RAUM · 23 reps · 410-533-9966
Office IT & facilitiesCRMRecruiting & transitions
50
COVINGTONALSINA added office(s): 0 -> 1 additional locations. IAPD ↗
$189.3M RAUM · 4 reps · 410-457-7165
Office IT & facilitiesCRMRecruiting & transitions
50
FINANCIAL MANAGEMENT ASSOCIATES, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$126.6M RAUM · 1 reps · 978-687-2867 · fmallc.com
Office IT & facilitiesCRMRecruiting & transitions
50
INDEX TECHNOLOGIES GROUP LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$105.0M RAUM · 4 reps · 212-466-6760
Office IT & facilitiesCRMRecruiting & transitions
50
SPHINX INVESTMENTS LLC added office(s): 0 -> 5 additional locations. IAPD ↗
$64.7M RAUM · 4 reps · 833-247-7833 · sphinx.com
Office IT & facilitiesCRMRecruiting & transitions
50
SSB&T WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$131.0M RAUM · 1 reps · 830-997-7575 · ssbtwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
LYNK CAPITAL MANAGEMENT COMPANY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$225.2M RAUM · 4 reps · 407-476-2500
Office IT & facilitiesCRMRecruiting & transitions
50
TORREN MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$177.0M RAUM · 3 reps · 619-649-0700 · torren.com
Office IT & facilitiesCRMRecruiting & transitions
50
QUANTCA FINANCIAL added office(s): 0 -> 1 additional locations. IAPD ↗
$10,029 RAUM · 1 reps · 3023215022 · quantca.com
Office IT & facilitiesCRMRecruiting & transitions
50
ALTITUDE CAPITAL MANAGEMENT LLC added office(s): 6 -> 15 additional locations. IAPD ↗
$49.4M RAUM · 16 reps · 515-207-3310 · altitudecm.com
Office IT & facilitiesCRMRecruiting & transitions
50
KILTER GROUP added office(s): 4 -> 5 additional locations. IAPD ↗
$202.1M RAUM · 4 reps · 646-438-6557 · kiltergroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
SMART STEPS WEALTH MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$60.9M RAUM · 1 reps · 314-970-2377 · smartstepswealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
CONCURRENT ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$32.9M RAUM · 2 reps · 813-575-2652 · concurrentam.com
Office IT & facilitiesCRMRecruiting & transitions
50
ZERO DAY CAPITAL ENTERPRISES LLC added office(s): 9 -> 12 additional locations. IAPD ↗
$35.2M RAUM · 12 reps · 702 271 3265 · zerodaycapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
OUTRUNNER CAPITAL, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$233.2M RAUM · 5 reps · 512-649-3192 · outrunnercapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
TRUEHAVEN CAPITAL added office(s): 0 -> 2 additional locations. IAPD ↗
$117.2M RAUM · 1 reps · 210-260-8668 · truehaven.net
Office IT & facilitiesCRMRecruiting & transitions
50
SANDRO WEALTH MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$0 RAUM · 5 reps · 2016613416 · sandrowealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
ADVISIFI LLC added office(s): 0 -> 3 additional locations. IAPD ↗
$0 RAUM · 2 reps · 888 983-2897 · advisifi.co
Office IT & facilitiesCRMRecruiting & transitions
50
ROUTE 20 PRIVATE WEALTH INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$54.6M RAUM · 4 reps · 954-712-7490 · route20wealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
YANDELL INVESTMENTS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$154.2M RAUM · 1 reps · 407-898-5777
Office IT & facilitiesCRMRecruiting & transitions
50
GRP FINANCIAL SERVICES, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$109.9M RAUM · 5 reps · (207) 622-4494 · grplans.com
Office IT & facilitiesCRMRecruiting & transitions
50
CANDLESTICK AI added office(s): 0 -> 1 additional locations. IAPD ↗
$5,000 RAUM · 2 reps · 973-932-9139
Office IT & facilitiesCRMRecruiting & transitions
50
COQUINA PRIVATE WEALTH ADVISORS added office(s): 3 -> 4 additional locations. IAPD ↗
$0 RAUM · 8 reps · 941-206-5120 · coquinaprivatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
TRUMAN WEALTH ADVISORS added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 3 reps · 573-227-2077 · trumanwealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
EXCELSIOR ADVISOR NETWORK LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$109.5M RAUM · 4 reps · 773-331-4692 · excelsioradvisor.com
Office IT & facilitiesCRMRecruiting & transitions
45
PIPER SANDLER & CO. added office(s): 7 -> 8 additional locations. IAPD ↗institutional
$1.99B RAUM · 21 reps · 612-303-6000 · pipersandler.com
Office IT & facilitiesCRMRecruiting & transitions
45
GUGGENHEIM FUNDS DISTRIBUTORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$6.85B RAUM · 8 reps · 800-820-0888 · guggenheiminvestments.com
Office IT & facilitiesCRMRecruiting & transitions
45
NUVEEN FUND ADVISORS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$162.63B RAUM · 26 reps · 312-917-7700
Office IT & facilitiesCRMRecruiting & transitions
45
TIAA-CREF INVESTMENT MANAGEMENT LLC added office(s): 14 -> 19 additional locations. IAPD ↗institutional
$271.41B RAUM · 299 reps · 212-490-9000
Office IT & facilitiesCRMRecruiting & transitions
45
MISSIONSQUARE INVESTMENTS added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$50.31B RAUM · 80 reps · 202-962-4600 · vantagepointfunds.org
Office IT & facilitiesCRMRecruiting & transitions
45
NLG CAPITAL, INC. added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$39.10B RAUM · 41 reps · 802-229-3773
Office IT & facilitiesCRMRecruiting & transitions
45
INTERCONTINENTAL REAL ESTATE CORPORATION added office(s): 10 -> 12 additional locations. IAPD ↗institutional
$12.58B RAUM · 38 reps · 617-782-2600
Office IT & facilitiesCRMRecruiting & transitions
45
WATER ISLAND CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.41B RAUM · 7 reps · 800-560-8210 · altsharesetfs.com
Office IT & facilitiesCRMRecruiting & transitions
45
SVB ASSET MANAGEMENT added office(s): 13 -> 18 additional locations. IAPD ↗institutional
$32.96B RAUM · 104 reps · 866-719-9117 · svb.com
Office IT & facilitiesCRMRecruiting & transitions
45
CATALYST CAPITAL ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$10.13B RAUM · 8 reps · 787-334-1781 · catalystmf.com
Office IT & facilitiesCRMRecruiting & transitions
45
VERSUS CAPITAL ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$4.59B RAUM · 8 reps · 877-200-1878 · versuscapital.com
Office IT & facilitiesCRMRecruiting & transitions
45
ARES CAPITAL MANAGEMENT II LLC added office(s): 17 -> 22 additional locations. IAPD ↗institutional
$8.96B RAUM · 653 reps · 310-201-4100
Office IT & facilitiesCRMRecruiting & transitions
45
ALLIANCE PARTNERS LLC added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$2.25B RAUM · 19 reps · 301-232-5400
Office IT & facilitiesCRMRecruiting & transitions
45
MADISON REALTY CAPITAL added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$6.37B RAUM · 35 reps · 646-442-0714 · vimeo.com
Office IT & facilitiesCRMRecruiting & transitions
45
TPG GLOBAL ADVISORS, LLC added office(s): 18 -> 20 additional locations. IAPD ↗institutional
$147.44B RAUM · 617 reps · 817-871-4000
Office IT & facilitiesCRMRecruiting & transitions
45
PLANPILOT added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$3.71B RAUM · 11 reps · 312-973-4911
Office IT & facilitiesCRMRecruiting & transitions
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS added office(s): 17 -> 19 additional locations. IAPD ↗institutional
$18.95B RAUM · 68 reps · 212-850-4260
Office IT & facilitiesCRMRecruiting & transitions
45
MONROE CAPITAL BDC ADVISORS, LLC added office(s): 0 -> 5 additional locations. IAPD ↗institutional
$4.80B RAUM · 14 reps · (312) 258-8300 · monroebdc.com
Office IT & facilitiesCRMRecruiting & transitions
45
CVC ADVISORS (U.S.) INC. added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$20.92B RAUM · 54 reps · +1 212-265-6222
Office IT & facilitiesCRMRecruiting & transitions
45
BLACKSTONE CREDIT BDC ADVISORS LLC added office(s): 11 -> 12 additional locations. IAPD ↗institutional
$84.76B RAUM · 344 reps · 212-503-2100 · soundcloud.com
Office IT & facilitiesCRMRecruiting & transitions
45
LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$16.86B RAUM · 24 reps · 212-301-1810
Office IT & facilitiesCRMRecruiting & transitions
45
BNY MELLON ETF INVESTMENT ADVISER, LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$7.25B RAUM · 2 reps · 212-635-8827 · bny.com
Office IT & facilitiesCRMRecruiting & transitions
45
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$47.43B RAUM · 82 reps · (617) 248-3000
Office IT & facilitiesCRMRecruiting & transitions
45
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC added office(s): 1 -> 5 additional locations. IAPD ↗institutional
$12.72B RAUM · 10 reps · 212-895-2000
Office IT & facilitiesCRMRecruiting & transitions
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC added office(s): 7 -> 8 additional locations. IAPD ↗institutional
$1.02B RAUM · 109 reps · (203) 542-4200
Office IT & facilitiesCRMRecruiting & transitions
45
VOLATILITY SHARES LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$4.02B RAUM · 9 reps · 866-261-0273
Office IT & facilitiesCRMRecruiting & transitions
43
M FINANCIAL INVESTMENT ADVISERS INC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$937.9M RAUM · 0 reps · 503-232-6960 · mfin.com
Office IT & facilitiesCRMRecruiting & transitions
43
NORTHMARQ FUND MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$491.7M RAUM · 7 reps · 503-952-0700 · northmarq.com
Office IT & facilitiesCRMRecruiting & transitions
43
ALPHACENTRIC ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$495.0M RAUM · 7 reps · 787-334-1781 · alphacentricfunds.com
Office IT & facilitiesCRMRecruiting & transitions
43
VCC ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$947.2M RAUM · 45 reps · 212-235-2600 · man.com
Office IT & facilitiesCRMRecruiting & transitions
43
ICAPITAL REGISTERED FUND ADVISER LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$917.9M RAUM · 10 reps · 212-994-7400 · icapitalnetwork.com
Office IT & facilitiesCRMRecruiting & transitions
43
POLYMER CAPITAL MANAGEMENT (US), LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$802.5M RAUM · 17 reps · 646-660-0364
Office IT & facilitiesCRMRecruiting & transitions
40
PRUCO SECURITIES, LLC added office(s): 1 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 0 reps · 973-802-6000 · prudential.com
Office IT & facilitiesCRMRecruiting & transitions
40
USI SECURITIES, INC. added office(s): 14 -> 15 additional locations. IAPD ↗institutional
$0 RAUM · 19 reps · 860-652-3239
Office IT & facilitiesCRMRecruiting & transitions
40
BRIDGEWATER ASSOCIATES, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$136.49B RAUM · 253 reps · 203-226-3030
Office IT & facilitiesCRMRecruiting & transitions
40
HEITMAN CAPITAL MANAGEMENT LLC added office(s): 8 -> 9 additional locations. IAPD ↗fund
$8.39B RAUM · 186 reps · (312) 855-5700 · heitman.com
Office IT & facilitiesCRMRecruiting & transitions
40
VANGUARD GROUP INC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$10246.60B RAUM · 330 reps · 610-669-1000
Office IT & facilitiesCRMRecruiting & transitions
40
UBS REALTY INVESTORS LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$2.53B RAUM · 27 reps · 860-616-9000 · ubs.com
Office IT & facilitiesCRMRecruiting & transitions
40
FIRST EAGLE INVESTMENT MANAGEMENT, LLC added office(s): 4 -> 6 additional locations. IAPD ↗fund
$101.61B RAUM · 43 reps · 212-698-3300 · firsteagle.com
Office IT & facilitiesCRMRecruiting & transitions
40
GAM USA INC. added office(s): 0 -> 3 additional locations. IAPD ↗fund
$1.15B RAUM · 4 reps · 212-407-4600
Office IT & facilitiesCRMRecruiting & transitions
40
GOLDENTREE ASSET MANAGEMENT LP added office(s): 4 -> 7 additional locations. IAPD ↗fund
$63.45B RAUM · 70 reps · 212-847-3500 · goldentree.com
Office IT & facilitiesCRMRecruiting & transitions
40
AXA INVESTMENT MANAGERS US INC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$91.13B RAUM · 109 reps · 203-983-4200
Office IT & facilitiesCRMRecruiting & transitions
40
CABOT PROPERTIES L.P. added office(s): 4 -> 5 additional locations. IAPD ↗fund
$9.29B RAUM · 118 reps · 617-723-7400 · cabotprop.com
Office IT & facilitiesCRMRecruiting & transitions
40
ARES MANAGEMENT LLC added office(s): 24 -> 53 additional locations. IAPD ↗fund
$359.15B RAUM · 1092 reps · 310-201-4100 · aresacquisitioncorporationii.com
Office IT & facilitiesCRMRecruiting & transitions
40
FRANCIS LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 21 reps · 866-232-6457 · francisway.com
Office IT & facilitiesCRMRecruiting & transitions
40
ARES CAPITAL MANAGEMENT LLC added office(s): 15 -> 16 additional locations. IAPD ↗fund
$85.09B RAUM · 477 reps · 310-201-4100
Office IT & facilitiesCRMRecruiting & transitions
40
TPG ANGELO GORDON added office(s): 7 -> 18 additional locations. IAPD ↗fund
$100.72B RAUM · 326 reps · 212.692.2000 · angelogordon.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$30.05B RAUM · 283 reps · 212-503-2100 · blackstone.podbean.com
Office IT & facilitiesCRMRecruiting & transitions
40
BAIN CAPITAL CREDIT, LP added office(s): 14 -> 16 additional locations. IAPD ↗fund
$67.99B RAUM · 255 reps · 617-516-2318
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. added office(s): 10 -> 13 additional locations. IAPD ↗fund
$2.95B RAUM · 404 reps · 212-583-5000 · blackstone.com
Office IT & facilitiesCRMRecruiting & transitions
40
MAGNETAR FINANCIAL LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$26.23B RAUM · 64 reps · 847-905-4400
Office IT & facilitiesCRMRecruiting & transitions
40
GLAZER CAPITAL, LLC. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.08B RAUM · 17 reps · 212-808-7304 · glazercapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE MANAGEMENT PARTNERS L.L.C. added office(s): 9 -> 10 additional locations. IAPD ↗fund
$141.44B RAUM · 182 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP added office(s): 11 -> 12 additional locations. IAPD ↗fund
$46.49B RAUM · 344 reps · 212-503-2100
Office IT & facilitiesCRMRecruiting & transitions
40
THIRD POINT LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$21.78B RAUM · 65 reps · 212-715-3880 · thirdpoint.com
Office IT & facilitiesCRMRecruiting & transitions
40
MORGAN CREEK CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.51B RAUM · 17 reps · 919-933-4004 · morgancreekcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE REAL ESTATE ADVISORS L.P. added office(s): 10 -> 13 additional locations. IAPD ↗fund
$134.59B RAUM · 404 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
KOHLBERG KRAVIS ROBERTS & CO. L.P. added office(s): 18 -> 19 additional locations. IAPD ↗fund
$351.95B RAUM · 671 reps · 212-750-8300
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE LIQUID CREDIT STRATEGIES LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$37.26B RAUM · 325 reps · 212-503-2100 · soundcloud.com
Office IT & facilitiesCRMRecruiting & transitions
40
PARTNERS GROUP (USA) INC. added office(s): 2 -> 3 additional locations. IAPD ↗fund
$27.52B RAUM · 267 reps · 212-908-2600 · partnersgroup.com
Office IT & facilitiesCRMRecruiting & transitions
40
BAIN CAPITAL PRIVATE EQUITY, LP added office(s): 12 -> 15 additional locations. IAPD ↗fund
$71.61B RAUM · 419 reps · 617-516-2318 · baincapitallifesciences.com
Office IT & facilitiesCRMRecruiting & transitions
40
VOLEON CAPITAL MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$16.36B RAUM · 18 reps · 510-704-9870
Office IT & facilitiesCRMRecruiting & transitions
40
CITADEL ADVISORS LLC added office(s): 22 -> 27 additional locations. IAPD ↗fund
$445.96B RAUM · 1237 reps · 305-929-6851
Office IT & facilitiesCRMRecruiting & transitions
40
BROOKFIELD ASSET MANAGEMENT PIC US, LLC added office(s): 41 -> 44 additional locations. IAPD ↗fund
$92.29B RAUM · 1610 reps · 212-417-7000 · brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
40
CERBERUS CAPITAL MANAGEMENT, L.P. added office(s): 9 -> 10 additional locations. IAPD ↗fund
$85.77B RAUM · 273 reps · 212-891-2100
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE LIQUID CREDIT ADVISORS I LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$38.91B RAUM · 304 reps · 212-503-2100 · mp.weixin.qq.com
Office IT & facilitiesCRMRecruiting & transitions
40
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP added office(s): 4 -> 7 additional locations. IAPD ↗fund
$5.72B RAUM · 42 reps · 212-295-6200
Office IT & facilitiesCRMRecruiting & transitions
40
CRESCENT CAPITAL GROUP LP added office(s): 4 -> 6 additional locations. IAPD ↗fund
$43.78B RAUM · 114 reps · 310-235-5900 · crescentcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
VALUEACT CAPITAL MANAGEMENT, L.P. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$11.36B RAUM · 11 reps · 415-362-3700 · valueact.com
Office IT & facilitiesCRMRecruiting & transitions
40
OBRA CAPITAL MANAGEMENT, LLC. added office(s): 2 -> 5 additional locations. IAPD ↗fund
$3.60B RAUM · 60 reps · 917-831-1000
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN FINANCE ADVISERS, L.L.C. added office(s): 4 -> 5 additional locations. IAPD ↗fund
$10.13B RAUM · 40 reps · 212-720-0300 · newmountainfinance.com
Office IT & facilitiesCRMRecruiting & transitions
40
CAPSTONE INVESTMENT ADVISORS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$91.71B RAUM · 111 reps · 212-232-1420 · globalvolatilitysummit.com
Office IT & facilitiesCRMRecruiting & transitions
40
ELDRIDGE CREDIT ADVISERS, LLC added office(s): 1 -> 5 additional locations. IAPD ↗fund
$7.71B RAUM · 43 reps · 212-895-2000
Office IT & facilitiesCRMRecruiting & transitions
40
ROUTE ONE INVESTMENT COMPANY, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.99B RAUM · 8 reps · 415-796-6800
Office IT & facilitiesCRMRecruiting & transitions
40
VERITION FUND MANAGEMENT LLC added office(s): 18 -> 22 additional locations. IAPD ↗fund
$130.51B RAUM · 414 reps · 203-742-7700
Office IT & facilitiesCRMRecruiting & transitions
40
MONROE CAPITAL MANAGEMENT ADVISORS LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$16.03B RAUM · 75 reps · (312) 258-8300
Office IT & facilitiesCRMRecruiting & transitions
40
TENEX CAPITAL MANAGEMENT, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.74B RAUM · 33 reps · 212-457-1138 · tenexcm.com
Office IT & facilitiesCRMRecruiting & transitions
40
LIME ROCK added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.69B RAUM · 49 reps · 203-293-2750 · lrpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
GRAYCLIFF PARTNERS LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.02B RAUM · 29 reps · 212-300-2910 · graycliffpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC added office(s): 7 -> 12 additional locations. IAPD ↗fund
$116.11B RAUM · 206 reps · 212-810-5300 · global-infra.com
Office IT & facilitiesCRMRecruiting & transitions
40
ALPINE GROVE PARTNERS LLP added office(s): 5 -> 6 additional locations. IAPD ↗fund
$1.08B RAUM · 13 reps · 1-212-710-7875 · alpinegrovepartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
OLYMPUS CAPITAL HOLDINGS ASIA LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.29B RAUM · 15 reps · 201-888-1703 · olympuscap.com
Office IT & facilitiesCRMRecruiting & transitions
40
LBC CREDIT PARTNERS added office(s): 8 -> 15 additional locations. IAPD ↗fund
$3.26B RAUM · 102 reps · 215-972-8900 · lbccredit.com
Office IT & facilitiesCRMRecruiting & transitions
40
SILVER POINT CAPITAL, L.P. added office(s): 7 -> 8 additional locations. IAPD ↗fund
$37.09B RAUM · 109 reps · 203-542-4200 · silverpointcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
GLOBAL ENDOWMENT MANAGEMENT, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$12.06B RAUM · 22 reps · 704-333-8282
Office IT & facilitiesCRMRecruiting & transitions
40
MAINSAIL PARTNERS added office(s): 2 -> 3 additional locations. IAPD ↗fund
$2.48B RAUM · 29 reps · 512-772-2260
Office IT & facilitiesCRMRecruiting & transitions
40
FLEXPOINT FORD, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.78B RAUM · 60 reps · 786-885-1850 · flexpointford.com
Office IT & facilitiesCRMRecruiting & transitions
40
CLEARLAKE CAPITAL GROUP, L.P. added office(s): 3 -> 6 additional locations. IAPD ↗fund
$79.58B RAUM · 64 reps · 310-400-8800 · clearlake.com
Office IT & facilitiesCRMRecruiting & transitions
40
HARRISON STREET ADVISORS, LLC added office(s): 9 -> 10 additional locations. IAPD ↗fund
$19.96B RAUM · 209 reps · 312-920-0500 · harrisonst.com
Office IT & facilitiesCRMRecruiting & transitions
40
MILLENNIUM MANAGEMENT LLC added office(s): 77 -> 84 additional locations. IAPD ↗fund
$571.11B RAUM · 2892 reps · 212-841-4100 · millenniummanagementllc.com
Office IT & facilitiesCRMRecruiting & transitions
40
AFFINIUS CAPITAL added office(s): 5 -> 7 additional locations. IAPD ↗fund
$10.99B RAUM · 279 reps · 212-605-1000 · affiniuscapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
CITYVIEW MANAGEMENT SERVICES, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.10B RAUM · 43 reps · 310-566-8700 · cityview.com
Office IT & facilitiesCRMRecruiting & transitions
40
SIXTH STREET ADVISERS, LLC added office(s): 8 -> 9 additional locations. IAPD ↗fund
$79.98B RAUM · 297 reps · 469-621-3001
Office IT & facilitiesCRMRecruiting & transitions
40
CIFC ASSET MANAGEMENT LLC added office(s): 5 -> 15 additional locations. IAPD ↗fund
$41.52B RAUM · 102 reps · 786-652-3250
Office IT & facilitiesCRMRecruiting & transitions
40
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$1.50B RAUM · 23 reps · 561-961-1000 · encorecm.com
Office IT & facilitiesCRMRecruiting & transitions
40
STONEPEAK added office(s): 5 -> 9 additional locations. IAPD ↗fund
$70.70B RAUM · 154 reps · 212-907-5100
Office IT & facilitiesCRMRecruiting & transitions
40
TPG CAPITAL ADVISORS, LLC added office(s): 12 -> 15 additional locations. IAPD ↗fund
$119.01B RAUM · 386 reps · 817-871-4000
Office IT & facilitiesCRMRecruiting & transitions
40
VALOR EQUITY PARTNERS added office(s): 3 -> 4 additional locations. IAPD ↗fund
$26.08B RAUM · 70 reps · 312-683-1900
Office IT & facilitiesCRMRecruiting & transitions
40
PENNYBACKER CAPITAL MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$5.18B RAUM · 45 reps · 512-610-2910 · pennybackercap.com
Office IT & facilitiesCRMRecruiting & transitions
40
TISHMAN SPEYER PROPERTIES, L.P. added office(s): 25 -> 26 additional locations. IAPD ↗fund
$14.32B RAUM · 189 reps · 212-715-0300 · tishmanspeyer.com
Office IT & facilitiesCRMRecruiting & transitions
40
RA CAPITAL MANAGEMENT, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$12.63B RAUM · 96 reps · 617-778-2500 · racap.com
Office IT & facilitiesCRMRecruiting & transitions
40
TXRE ADVISERS, LLC added office(s): 6 -> 8 additional locations. IAPD ↗fund
$4.89B RAUM · 43 reps · 972-201-2841 · hillwood.pl
Office IT & facilitiesCRMRecruiting & transitions
40
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$4.67B RAUM · 23 reps · 646-517-3323 · kimmeridge.com
Office IT & facilitiesCRMRecruiting & transitions
40
LGT CAPITAL PARTNERS (USA) INC. added office(s): 5 -> 6 additional locations. IAPD ↗fund
$54.92B RAUM · 45 reps · 212-336-0650 · lgtcp.com
Office IT & facilitiesCRMRecruiting & transitions
40
AUDAX PRIVATE EQUITY added office(s): 3 -> 4 additional locations. IAPD ↗fund
$19.56B RAUM · 109 reps · 617-859-1520
Office IT & facilitiesCRMRecruiting & transitions
40
ANDREESSEN HOROWITZ added office(s): 2 -> 4 additional locations. IAPD ↗fund
$74.74B RAUM · 99 reps · (650) 798-5800
Office IT & facilitiesCRMRecruiting & transitions
40
GREYSTAR INVESTMENT GROUP, LLC added office(s): 9 -> 34 additional locations. IAPD ↗fund
$30.88B RAUM · 551 reps · 843-579-9400
Office IT & facilitiesCRMRecruiting & transitions
40
TSG CONSUMER PARTNERS LP added office(s): 3 -> 4 additional locations. IAPD ↗fund
$14.10B RAUM · 35 reps · 415-217-2300 · tsgconsumer.com
Office IT & facilitiesCRMRecruiting & transitions
40
PAMPLONA CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.05B RAUM · 5 reps · (212 ) 207-6820 · pamplonafunds.com
Office IT & facilitiesCRMRecruiting & transitions
40
ALPHA WAVE GLOBAL, LP added office(s): 8 -> 9 additional locations. IAPD ↗fund
$21.10B RAUM · 48 reps · 212 803-9080
Office IT & facilitiesCRMRecruiting & transitions
40
BDT CAPITAL PARTNERS added office(s): 9 -> 11 additional locations. IAPD ↗fund
$49.45B RAUM · 208 reps · 312-660-7300 · bdtmsd.com
Office IT & facilitiesCRMRecruiting & transitions
40
GRAHAM CAPITAL MANAGEMENT, L.P. added office(s): 2 -> 3 additional locations. IAPD ↗fund
$28.54B RAUM · 98 reps · 203-899-3400 · grahamcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
NEW ENTERPRISE ASSOCIATES added office(s): 4 -> 5 additional locations. IAPD ↗fund
$27.83B RAUM · 53 reps · (650) 854-9499
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN CAPITAL, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$42.95B RAUM · 137 reps · 212-720-0300 · wikipedia.org
Office IT & facilitiesCRMRecruiting & transitions
40
WALLEYE CAPITAL LLC added office(s): 9 -> 10 additional locations. IAPD ↗fund
$47.29B RAUM · 147 reps · 952-345-5200 · walleyecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
FALCON INVESTMENT ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.48B RAUM · 18 reps · (617) 412-2700
Office IT & facilitiesCRMRecruiting & transitions
40
IVY HILL ASSET MANAGEMENT, L.P. added office(s): 1 -> 4 additional locations. IAPD ↗fund
$12.55B RAUM · 17 reps · 212-710-2100 · aresmgmt.com
Office IT & facilitiesCRMRecruiting & transitions
40
MSD PARTNERS, L.P. added office(s): 9 -> 11 additional locations. IAPD ↗fund
$23.13B RAUM · 208 reps · 212-303-1650 · bdtmsd.com
Office IT & facilitiesCRMRecruiting & transitions
40
THRIVE CAPITAL added office(s): 2 -> 3 additional locations. IAPD ↗fund
$23.30B RAUM · 31 reps · (646) 680-0240
Office IT & facilitiesCRMRecruiting & transitions
40
BOOTHBAY FUND MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗fund
$14.51B RAUM · 16 reps · 212-332-2676
Office IT & facilitiesCRMRecruiting & transitions
40
INTERVAL PARTNERS, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$8.42B RAUM · 24 reps · 646-412-6800
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL REAL ESTATE CAPITAL LLC added office(s): 2 -> 9 additional locations. IAPD ↗fund
$52.79B RAUM · 110 reps · (212) 419-3000 · blueowlproducts.com
Office IT & facilitiesCRMRecruiting & transitions
40
THE PALISADES GROUP, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$22.62B RAUM · 11 reps · 512-361-2148
Office IT & facilitiesCRMRecruiting & transitions
40
FOUNDERS CIRCLE CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.08B RAUM · 8 reps · 415-299-8311 · founderscirclecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
LCN CAPITAL MANAGEMENT, L.P. added office(s): 3 -> 5 additional locations. IAPD ↗fund
$5.45B RAUM · 23 reps · 212-201-4076 · lcnpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
TAILWATER CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.40B RAUM · 27 reps · 214-269-1183 · tailwatercapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
MSCI ESG RESEARCH LLC added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$0 RAUM · 42 reps · 212-804-5299 · msci.com
Office IT & facilitiesCRMRecruiting & transitions
40
HEALTHCARE ROYALTY MANAGEMENT, LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$3.33B RAUM · 19 reps · 203-487-8300
Office IT & facilitiesCRMRecruiting & transitions
40
NYL INVESTORS LLC added office(s): 5 -> 6 additional locations. IAPD ↗fund
$312.16B RAUM · 189 reps · 212-576-7000 · newyorklifeinvestments.com
Office IT & facilitiesCRMRecruiting & transitions
40
ELION PARTNERS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.39B RAUM · 17 reps · 305-933-3538 · elionpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
PHOENIX INTERNATIONAL INVESTMENTS LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$96.8M RAUM · 2 reps · 603-589-4033 · phnxintl.com
Office IT & facilitiesCRMRecruiting & transitions
40
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$23.23B RAUM · 33 reps · 212-257-5757
Office IT & facilitiesCRMRecruiting & transitions
40
BERENBERG ASSET MANAGEMENT LLC added office(s): 1 -> 3 additional locations. IAPD ↗institutional
$32.9M RAUM · 8 reps · 646-949-9000
Office IT & facilitiesCRMRecruiting & transitions
40
SENTINEL DOME PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.26B RAUM · 8 reps · 415-636-9250 · sentineldome.com
Office IT & facilitiesCRMRecruiting & transitions
40
SQUAREPOINT OPS LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$182.23B RAUM · 51 reps · 646 868 1500 · squarepoint-capital.com
Office IT & facilitiesCRMRecruiting & transitions
40
PNC REAL ESTATE added office(s): 4 -> 5 additional locations. IAPD ↗fund
$3.47B RAUM · 176 reps · 913-253-9150
Office IT & facilitiesCRMRecruiting & transitions
40
AE INDUSTRIAL PARTNERS, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$6.40B RAUM · 46 reps · 561-372-0994 · aeroequity.com
Office IT & facilitiesCRMRecruiting & transitions
40
MONTICELLOAM, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.72B RAUM · 62 reps · 646-844-3600
Office IT & facilitiesCRMRecruiting & transitions
40
OEP CAPITAL ADVISORS, L.P. added office(s): 3 -> 4 additional locations. IAPD ↗fund
$14.00B RAUM · 45 reps · 212-277-1500 · oneequity.com
Office IT & facilitiesCRMRecruiting & transitions
40
COMMUNITY INVESTMENT MANAGEMENT LLC added office(s): 2 -> 4 additional locations. IAPD ↗fund
$1.09B RAUM · 27 reps · 415-857-3233 · cim-llc.com
Office IT & facilitiesCRMRecruiting & transitions
40
STELLEX CAPITAL added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.98B RAUM · 33 reps · 212-710-2323 · stellexcapitalmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
40
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.15B RAUM · 7 reps · 617-951-9400 · ago.adventinternational.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE PROPERTY ADVISORS L.P. added office(s): 10 -> 13 additional locations. IAPD ↗fund
$73.62B RAUM · 434 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
LEAD EDGE CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.30B RAUM · 41 reps · 212-984-2421
Office IT & facilitiesCRMRecruiting & transitions
40
COMMUNITY DEVELOPMENT FUND ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$206.1M RAUM · 2 reps · 305-663-0100 · communitydevelopmentfund.com
Office IT & facilitiesCRMRecruiting & transitions
40
VARAGON CAPITAL PARTNERS, L.P. added office(s): 3 -> 4 additional locations. IAPD ↗fund
$13.56B RAUM · 45 reps · 212-235-2600 · man.com
Office IT & facilitiesCRMRecruiting & transitions
40
ANTARES CAPITAL ADVISERS LLC added office(s): 4 -> 6 additional locations. IAPD ↗fund
$41.53B RAUM · 261 reps · (312) 889-9920
Office IT & facilitiesCRMRecruiting & transitions
40
PROTERRA INVESTMENT PARTNERS LP added office(s): 10 -> 12 additional locations. IAPD ↗fund
$3.61B RAUM · 40 reps · 612-257-7900
Office IT & facilitiesCRMRecruiting & transitions
40
GARDA CAPITAL PARTNERS added office(s): 7 -> 8 additional locations. IAPD ↗fund
$106.64B RAUM · 59 reps · 612-330-4900 · gardacp.dk
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL CREDIT ADVISORS LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$57.08B RAUM · 210 reps · (212) 419-3000 · blueowl.com
Office IT & facilitiesCRMRecruiting & transitions
40
REDDING RIDGE ASSET MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$19.01B RAUM · 33 reps · (877) 256-7726
Office IT & facilitiesCRMRecruiting & transitions
40
POINT72 ASSET MANAGEMENT, L.P. added office(s): 36 -> 38 additional locations. IAPD ↗fund
$220.93B RAUM · 1431 reps · 203-890-2000 · careers.point72.com
Office IT & facilitiesCRMRecruiting & transitions
40
TENARON CAPITAL MANAGEMENT LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$40.04B RAUM · 15 reps · 212-951-0595 · tenaroncapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
ASANA PARTNERS, LP added office(s): 4 -> 6 additional locations. IAPD ↗fund
$7.02B RAUM · 59 reps · 704-423-1660 · asanapartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
VESEY STREET CAPITAL PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.22B RAUM · 11 reps · 646-847-2438 · vscpllc.com
Office IT & facilitiesCRMRecruiting & transitions
40
1SHARPE CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.10B RAUM · 15 reps · 510-788-5000
Office IT & facilitiesCRMRecruiting & transitions
40
HARBOR GROUP INTERNATIONAL, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$4.23B RAUM · 57 reps · 757-640-0800
Office IT & facilitiesCRMRecruiting & transitions
40
BX REIT ADVISORS L.L.C. added office(s): 10 -> 13 additional locations. IAPD ↗institutional
$0 RAUM · 421 reps · 212-583-5000 · spoti.fi
Office IT & facilitiesCRMRecruiting & transitions
40
MAXIM CAPITAL GROUP, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.90B RAUM · 4 reps · 212-327-2555 · maximcapitalgroup.com
Office IT & facilitiesCRMRecruiting & transitions
40
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 70 reps · 212-847-3459
Office IT & facilitiesCRMRecruiting & transitions
40
TREVILLE CAPITAL MANAGEMENT LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$1.96B RAUM · 13 reps · 212-812-0210 · treville.com
Office IT & facilitiesCRMRecruiting & transitions
40
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC added office(s): 9 -> 10 additional locations. IAPD ↗fund
$51.27B RAUM · 147 reps · 561-544-7475 · digitalbridge.com
Office IT & facilitiesCRMRecruiting & transitions
40
SDC CAPITAL PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.68B RAUM · 22 reps · 212-813-6700 · sdccapitalpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
CESTRIAN CAPITAL RESEARCH, INC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 1 reps · +44 7468 346320
Office IT & facilitiesCRMRecruiting & transitions
40
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$20.69B RAUM · 34 reps · 212-720-1000
Office IT & facilitiesCRMRecruiting & transitions
40
AQUARIAN HOLDINGS MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.71B RAUM · 17 reps · 212-720-1000 · aquarianlp.com
Office IT & facilitiesCRMRecruiting & transitions
40
MEREWETHER INVESTMENT MANAGEMENT, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.28B RAUM · 12 reps · 214-453-5522 · merewetherinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL GPSC ADVISORS LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$84.95B RAUM · 30 reps · (212) 419-3000 · blueowl.com
Office IT & facilitiesCRMRecruiting & transitions
40
WARREN EQUITY PARTNERS MANAGER, L.P. added office(s): 2 -> 3 additional locations. IAPD ↗fund
$5.16B RAUM · 27 reps · 904-746-7027 · warrenequity.com
Office IT & facilitiesCRMRecruiting & transitions
40
COMPASS ROSE ASSET MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗fund
$11.86B RAUM · 20 reps · 212-888-1433 · compassroseam.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$7.06B RAUM · 210 reps · (212) 419-3000 · blueowl.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$33.60B RAUM · 210 reps · (212) 419-3000
Office IT & facilitiesCRMRecruiting & transitions
40
TYREE & D'ANGELO PARTNERS MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.90B RAUM · 53 reps · 312-489-5050 · tdpfund.com
Office IT & facilitiesCRMRecruiting & transitions
40
PARADIGM OPERATIONS LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$12.66B RAUM · 14 reps · 415-830-5750 · paradigm.xyz
Office IT & facilitiesCRMRecruiting & transitions
40
JADE CAPITAL ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$179.9M RAUM · 3 reps · 646-859-7251
Office IT & facilitiesCRMRecruiting & transitions
40
LESTE USA, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$121.5M RAUM · 7 reps · 305-929-9200
Office IT & facilitiesCRMRecruiting & transitions
40
SUNDANCE BAY added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.12B RAUM · 42 reps · 801-783-3430 · sundancebay.com
Office IT & facilitiesCRMRecruiting & transitions
40
BRIGHTON PARK CAPITAL added office(s): 1 -> 3 additional locations. IAPD ↗fund
$4.20B RAUM · 32 reps · 203-542-0750
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE CLO MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$10.42B RAUM · 303 reps · 212-503-2100 · blackstone.com
Office IT & facilitiesCRMRecruiting & transitions
40
OXFORD FINANCE ADVISORS, LLC added office(s): 7 -> 9 additional locations. IAPD ↗fund
$1.60B RAUM · 76 reps · 703-519-4900
Office IT & facilitiesCRMRecruiting & transitions
40
BROWNING WEST LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.59B RAUM · 5 reps · 310-984-7600
Office IT & facilitiesCRMRecruiting & transitions
40
CANDLESTICK CAPITAL MANAGEMENT LP added office(s): 7 -> 8 additional locations. IAPD ↗fund
$5.16B RAUM · 30 reps · 203-889-4340
Office IT & facilitiesCRMRecruiting & transitions
40
STANDARD CRYPTO MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.50B RAUM · 5 reps · 310-630-7229
Office IT & facilitiesCRMRecruiting & transitions
40
WOLF HILL CAPITAL MANAGEMENT, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.05B RAUM · 4 reps · 646-933-5538 · wolfhillcap.com
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. added office(s): 4 -> 5 additional locations. IAPD ↗fund
$2.55B RAUM · 19 reps · 212-720-0300 · newmountainfinance.com
Office IT & facilitiesCRMRecruiting & transitions
40
HINES CAPITAL ADVISORS LLC added office(s): 38 -> 39 additional locations. IAPD ↗fund
$3.52B RAUM · 415 reps · 713-621-8000
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$4.10B RAUM · 210 reps · (212) 419-3000 · blueowl.com
Office IT & facilitiesCRMRecruiting & transitions
40
ISOMETRY CAPITAL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.05B RAUM · 11 reps · 347-480-2544 · isometrycapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
CLOVER CREDIT MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.57B RAUM · 303 reps · 212-503-2100 · blackstone.com
Office IT & facilitiesCRMRecruiting & transitions
40
ANOMALY CAPITAL MANAGEMENT, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$6.25B RAUM · 17 reps · 212-540-7900 · anomalycapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
GHISALLO CAPITAL MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.82B RAUM · 22 reps · 617-502-5735 · ghisallo.com
Office IT & facilitiesCRMRecruiting & transitions
40
CATALIO CAPITAL MANAGEMENT, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.67B RAUM · 17 reps · 410-989-6168
Office IT & facilitiesCRMRecruiting & transitions
40
SOUND CAPITAL SOLUTIONS LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$224.2M RAUM · 5 reps · 630-853-3300 · soundcapitalsolutions.com
Office IT & facilitiesCRMRecruiting & transitions
40
VOYAGER GLOBAL MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.22B RAUM · 2 reps · (212) 680-4560 · voyagermgmt.com
Office IT & facilitiesCRMRecruiting & transitions
40
10T HOLDINGS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.36B RAUM · 12 reps · 203-441-7300
Office IT & facilitiesCRMRecruiting & transitions
40
FIDELITY DIVERSIFYING SOLUTIONS LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$9.66B RAUM · 35 reps · 617-563-7000
Office IT & facilitiesCRMRecruiting & transitions
40
KELLY INTELLIGENCE added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$35.0M RAUM · 2 reps · 303-499-1959
Office IT & facilitiesCRMRecruiting & transitions
40
ALLY BRIDGE GROUP (PE) LLC added office(s): 0 -> 5 additional locations. IAPD ↗fund
$1.35B RAUM · 13 reps · 646-829-9676 · ally-bridge.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$6.82B RAUM · 210 reps · (212) 419-3000 · otic.com
Office IT & facilitiesCRMRecruiting & transitions
40
VALEAS CAPITAL PARTNERS added office(s): 0 -> 4 additional locations. IAPD ↗fund
$1.30B RAUM · 13 reps · 415-992-3131 · valeas.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.32B RAUM · 23 reps · 212-583-5000 · bxpef.com
Office IT & facilitiesCRMRecruiting & transitions
40
ARMADA ETFS added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$11.1M RAUM · 2 reps · 212-220-6681
Office IT & facilitiesCRMRecruiting & transitions
40
IRENIC CAPITAL MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.45B RAUM · 7 reps · 646-993-6330
Office IT & facilitiesCRMRecruiting & transitions
40
REALTERM added office(s): 14 -> 15 additional locations. IAPD ↗fund
$10.01B RAUM · 106 reps · 410-280-1100 · realterm.com
Office IT & facilitiesCRMRecruiting & transitions
40
LANGAR INVESTMENT MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$2.9M RAUM · 1 reps · 618-315-8925 · langarfunds.com
Office IT & facilitiesCRMRecruiting & transitions
40
CORIENT IA LLC added office(s): 10 -> 36 additional locations. IAPD ↗fund
$3.68B RAUM · 41 reps · (305) 735-2020
Office IT & facilitiesCRMRecruiting & transitions
40
ATLAS CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$16.0M RAUM · 3 reps · (347) 388-2658
Office IT & facilitiesCRMRecruiting & transitions
40
PINEGROVE VENTURE PARTNERS, LLC added office(s): 10 -> 11 additional locations. IAPD ↗fund
$11.68B RAUM · 18 reps · 650-519-0540
Office IT & facilitiesCRMRecruiting & transitions
40
PGIM REAL ESTATE ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · 973-367-5122 · pgimrealestate.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC added office(s): 11 -> 12 additional locations. IAPD ↗fund
$28.30B RAUM · 344 reps · 212-503-2100
Office IT & facilitiesCRMRecruiting & transitions
40
BUENA CAPITAL ADVISORS D/B/A IVY INVEST added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$7.4M RAUM · 1 reps · 8005357096 · buenacapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
MEKETA CAPITAL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$36.1M RAUM · 14 reps · 720-697-1010 · meketacapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$4.59B RAUM · 121 reps · 833-259-7511
Office IT & facilitiesCRMRecruiting & transitions
40
SARMAYA PARTNERS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$3.2M RAUM · 3 reps · 303-520-2419 · sarmayapartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
JAIN GLOBAL LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$19.42B RAUM · 139 reps · 212-671-4011 · jainglobal.com
Office IT & facilitiesCRMRecruiting & transitions
40
BDT & MSD BDC MANAGEMENT, LLC added office(s): 9 -> 11 additional locations. IAPD ↗institutional
$0 RAUM · 208 reps · 212-303-1650 · bdtmsd.com
Office IT & facilitiesCRMRecruiting & transitions
40
D2 ASSET MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.02B RAUM · 6 reps · 214-831-5640
Office IT & facilitiesCRMRecruiting & transitions
40
RAVEN CREDIT CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.32B RAUM · 10 reps · 212-966-7926 · ravencm.com
Office IT & facilitiesCRMRecruiting & transitions
40
ROSCOMMON ANALYTICS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.36B RAUM · 54 reps · 212-850-8865
Office IT & facilitiesCRMRecruiting & transitions
40
THIRD POINT PRIVATE CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 41 reps · 212-715-3880
Office IT & facilitiesCRMRecruiting & transitions
40
KING RIDGE CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.0M RAUM · 2 reps · 617-797-2024 · kingridgecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC added office(s): 2 -> 6 additional locations. IAPD ↗institutional
$0 RAUM · 210 reps · (212) 419-3000
Office IT & facilitiesCRMRecruiting & transitions
38
GFO ADVISORY SERVICES, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$290.6M RAUM · 0 reps · 203-661-6616
Office IT & facilitiesCRMRecruiting & transitions
38
S SQUARED TECHNOLOGY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$306.5M RAUM · 2 reps · 212-421-2155 · ssquared.com
Office IT & facilitiesCRMRecruiting & transitions
38
HARVEST MANAGEMENT, L.L.C. added office(s): 0 -> 2 additional locations. IAPD ↗fund
$643.5M RAUM · 5 reps · 917-971-9021
Office IT & facilitiesCRMRecruiting & transitions
38
SAGE ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$442.5M RAUM · 9 reps · 212-850-4260
Office IT & facilitiesCRMRecruiting & transitions
38
CARLISLE TAX CREDIT ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$498.1M RAUM · 5 reps · 978-697-5369 · carlisletaxcredits.com
Office IT & facilitiesCRMRecruiting & transitions
38
ACK ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$949.1M RAUM · 6 reps · 914-358-3299
Office IT & facilitiesCRMRecruiting & transitions
38
GREYROCK CAPITAL GROUP added office(s): 3 -> 4 additional locations. IAPD ↗fund
$809.5M RAUM · 9 reps · 312-849-0008 · greyrockcapitalgroup.com
Office IT & facilitiesCRMRecruiting & transitions
38
CP CAPITAL (US) PARTNERS LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$382.3M RAUM · 5 reps · 212-843-6100
Office IT & facilitiesCRMRecruiting & transitions
38
SYMPHONY TECHNOLOGY GROUP, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$340.9M RAUM · 89 reps · 650-935-9500
Office IT & facilitiesCRMRecruiting & transitions
38
COLCHIS CAPITAL MANAGEMENT, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$919.8M RAUM · 11 reps · 415-400-8600 · colchiscapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
ALIDADE CAPITAL, LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$551.3M RAUM · 12 reps · 248-593-7878 · alidadecapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
NEXXUS HOLDINGS ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$263.1M RAUM · 3 reps · 805-880-4105
Office IT & facilitiesCRMRecruiting & transitions
38
ROUND HILL MUSIC LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$934.6M RAUM · 9 reps · 615-695-7705 · roundhillmusic.com
Office IT & facilitiesCRMRecruiting & transitions
38
OAK HARBOR CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$507.8M RAUM · 8 reps · 855-330-9520 · argolicallc.com
Office IT & facilitiesCRMRecruiting & transitions
38
ENHANCED CAPITAL PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$875.0M RAUM · 15 reps · 504-569-7900
Office IT & facilitiesCRMRecruiting & transitions
38
TRUE GREEN CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$705.3M RAUM · 15 reps · 855-335-5900
Office IT & facilitiesCRMRecruiting & transitions
38
IKARIAN CAPITAL added office(s): 0 -> 2 additional locations. IAPD ↗fund
$559.8M RAUM · 3 reps · 214-276-0670
Office IT & facilitiesCRMRecruiting & transitions
38
ARGAND PARTNERS, LP added office(s): 2 -> 3 additional locations. IAPD ↗fund
$852.5M RAUM · 11 reps · 212-588-6470 · argandequity.com
Office IT & facilitiesCRMRecruiting & transitions
38
DUBIN CLARK added office(s): 2 -> 3 additional locations. IAPD ↗fund
$402.8M RAUM · 13 reps · 904-799-1984 · dubinclark.com
Office IT & facilitiesCRMRecruiting & transitions
38
AMIP MANAGEMENT added office(s): 0 -> 2 additional locations. IAPD ↗fund
$594.8M RAUM · 5 reps · 562-735-6555
Office IT & facilitiesCRMRecruiting & transitions
38
BLACK BAY PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$383.5M RAUM · 8 reps · 504-227-3020 · blackbaypartners.com
Office IT & facilitiesCRMRecruiting & transitions
38
ARROWROOT CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$593.9M RAUM · 7 reps · 310-566-5966
Office IT & facilitiesCRMRecruiting & transitions
38
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$326.6M RAUM · 8 reps · 212-603-9860 · cp-im.com
Office IT & facilitiesCRMRecruiting & transitions
38
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC added office(s): 1 -> 3 additional locations. IAPD ↗fund
$815.0M RAUM · 16 reps · 212-461-5761 · firstcitizens.com
Office IT & facilitiesCRMRecruiting & transitions
38
VILLAGE GLOBAL MANAGEMENT, L.L.C. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$831.9M RAUM · 7 reps · 303-653-7611
Office IT & facilitiesCRMRecruiting & transitions
38
TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$552.7M RAUM · 14 reps · 212-651-7272 · turnbridgeeq.com
Office IT & facilitiesCRMRecruiting & transitions
38
SAFE HARBOR CAPITAL PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$355.4M RAUM · 10 reps · 786-230-1609 · safeharborcp.com
Office IT & facilitiesCRMRecruiting & transitions
38
BESTIGE HOLDINGS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$299.8M RAUM · 5 reps · (312) 405-7521 · bestigeholdings.com
Office IT & facilitiesCRMRecruiting & transitions
38
ARCTARIS IMPACT INVESTORS added office(s): 1 -> 2 additional locations. IAPD ↗fund
$351.0M RAUM · 17 reps · (617)-735-6000 · arctaris.com
Office IT & facilitiesCRMRecruiting & transitions
38
PROVENANCE MANAGEMENT CO., LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$392.2M RAUM · 7 reps · 310-388-8761 · provenance.digital
Office IT & facilitiesCRMRecruiting & transitions
38
GREENSLEDGE ASSET MANAGEMENT LLC added office(s): 0 -> 3 additional locations. IAPD ↗fund
$606.0M RAUM · 3 reps · 860-256-4952 · greensledge.com
Office IT & facilitiesCRMRecruiting & transitions
38
ELEQUIN CAPITAL, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$880.6M RAUM · 11 reps · 929.226.2115 · elequincapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
GRAFINE CAPITAL HOLDINGS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$457.6M RAUM · 3 reps · 212-235-2045 · grafine.com
Office IT & facilitiesCRMRecruiting & transitions
38
INCEPTIONR LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$951.2M RAUM · 3 reps · 650-799-2945
Office IT & facilitiesCRMRecruiting & transitions
38
MIRI CAPITAL MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$494.7M RAUM · 4 reps · 617-938-3843 · miricapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
STERLING INVESTORS LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$437.4M RAUM · 5 reps · 212-430-1812 · sterling-investors.com
Office IT & facilitiesCRMRecruiting & transitions
38
METEORA CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$969.4M RAUM · 6 reps · 212-207-0090
Office IT & facilitiesCRMRecruiting & transitions
38
TIDEMARK MANAGEMENT COMPANY LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$669.4M RAUM · 12 reps · 650-260-4887
Office IT & facilitiesCRMRecruiting & transitions
38
BENCH WALK ADVISORS LLC added office(s): 2 -> 4 additional locations. IAPD ↗fund
$627.3M RAUM · 13 reps · 561-448-4441
Office IT & facilitiesCRMRecruiting & transitions
38
MACHINE INVESTMENT GROUP, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$455.3M RAUM · 10 reps · 917-970-0313 · machineinv.com
Office IT & facilitiesCRMRecruiting & transitions
38
DEEPWATER ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$457.7M RAUM · 6 reps · 612-424-1393
Office IT & facilitiesCRMRecruiting & transitions
38
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$358.4M RAUM · 5 reps · 267-778-4045 · semcap.com
Office IT & facilitiesCRMRecruiting & transitions
38
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$427.8M RAUM · 26 reps · 1-713-402-8266 · ogci.com
Office IT & facilitiesCRMRecruiting & transitions
38
POLUS CAPITAL MANAGEMENT (US) INC. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$508.4M RAUM · 8 reps · 646-653-2389 · poluscapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
POWER SUSTAINABLE MANAGER US, INC. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$715.0M RAUM · 10 reps · +1.514.286.7400 · powersustainable.com
Office IT & facilitiesCRMRecruiting & transitions
38
SNOWHAWK LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$508.8M RAUM · 9 reps · 888-335-3137
Office IT & facilitiesCRMRecruiting & transitions
38
BLUE OWL STRATEGIC EQUITY ADVISORS LLC added office(s): 3 -> 6 additional locations. IAPD ↗fund
$310.1M RAUM · 210 reps · (212) 419-3000
Office IT & facilitiesCRMRecruiting & transitions
38
FOW PARTNERS, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$680.9M RAUM · 12 reps · (617) 752-1590 · fowpartners.com
Office IT & facilitiesCRMRecruiting & transitions
38
GALLO PARTNERS LP added office(s): 0 -> 3 additional locations. IAPD ↗fund
$266.2M RAUM · 4 reps · (862) 208-9533 · gallopartnerslp.com
Office IT & facilitiesCRMRecruiting & transitions
38
WHITEBARK INVESTORS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$340.2M RAUM · 3 reps · 775-737-2214 · whitebarkinvestors.com
Office IT & facilitiesCRMRecruiting & transitions
35
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. added office(s): 10 -> 12 additional locations. IAPD ↗fund
$147,753 RAUM · 211 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
35
BLACKSTONE REAL ESTATE ADVISORS V L.P. added office(s): 10 -> 12 additional locations. IAPD ↗fund
$94.9M RAUM · 210 reps · 212-583-5000 · spoti.fi
Office IT & facilitiesCRMRecruiting & transitions
35
THREE BRIDGES CAPITAL, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$97.5M RAUM · 3 reps · 212-523-9700 · threebridgescap.com
Office IT & facilitiesCRMRecruiting & transitions
35
SEAF added office(s): 8 -> 9 additional locations. IAPD ↗fund
$200.1M RAUM · 40 reps · 202-450-1630 · seaf.com
Office IT & facilitiesCRMRecruiting & transitions
35
BRIGHTLINE CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$214.7M RAUM · 4 reps · 305-423-0834 · brightlinecapital.com
Office IT & facilitiesCRMRecruiting & transitions
35
RAVEN CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$157.9M RAUM · 10 reps · 212-966-7926
Office IT & facilitiesCRMRecruiting & transitions
35
KINGFISH CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$212.4M RAUM · 35 reps · 650-980-0200
Office IT & facilitiesCRMRecruiting & transitions
35
RECURRING CAPITAL MANAGEMENT COMPANY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$193.6M RAUM · 7 reps · 512-766-0676 · recurring.capital
Office IT & facilitiesCRMRecruiting & transitions
35
ALLY BRIDGE GROUP (NY) LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$167.9M RAUM · 3 reps · 646-829-9373
Office IT & facilitiesCRMRecruiting & transitions
35
STAINES FINANCIAL, LLC added office(s): 0 -> 3 additional locations. IAPD ↗fund
$166.4M RAUM · 3 reps · 916-663-6723 · stainesfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
35
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$105.5M RAUM · 2 reps · 754-216-9588 · cannonfund.com
Office IT & facilitiesCRMRecruiting & transitions
35
ALIGN PRIVATE CAPITAL added office(s): 1 -> 2 additional locations. IAPD ↗fund
$176.8M RAUM · 5 reps · 917-365-9073 · alignprivatecapital.com
Office IT & facilitiesCRMRecruiting & transitions
35
HIGHBURY PARK LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$131.4M RAUM · 1 reps · 401-651-1059
Office IT & facilitiesCRMRecruiting & transitions
35
NATURAL CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$218.0M RAUM · 10 reps · 501-517-3162 · naturalcapitalfirm.com
Office IT & facilitiesCRMRecruiting & transitions
35
CATALYST INTERNATIONAL ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$44.7M RAUM · 7 reps · 787-334-1781 · catalystucits.com
Office IT & facilitiesCRMRecruiting & transitions
35
GSSG SOLAR, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$200.2M RAUM · 5 reps · 415-361-3427 · gssgsolar.com
Office IT & facilitiesCRMRecruiting & transitions
35
SOLPACIFIC, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$133.8M RAUM · 8 reps · 218-720-3807 · solpacificinv.com
Office IT & facilitiesCRMRecruiting & transitions
35
BEYOND GLOBAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$97.4M RAUM · 7 reps · 949-336-5630 · beyondgm.com
Office IT & facilitiesCRMRecruiting & transitions
35
SF ADVISORS, LLC added office(s): 0 -> 4 additional locations. IAPD ↗fund
$160.8M RAUM · 26 reps · 617-939-9900 · socialfinance.org
Office IT & facilitiesCRMRecruiting & transitions
35
STOCKWELL VENTURES, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$30.0M RAUM · 8 reps · 212-257-5757
Office IT & facilitiesCRMRecruiting & transitions
35
POLPO CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$229.3M RAUM · 2 reps · 646-891-5073 · polpocapital.com
Office IT & facilitiesCRMRecruiting & transitions
35
SUNSTONE ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$95.6M RAUM · 7 reps · 949-771-1764 · sunstoneadvisor.com
Office IT & facilitiesCRMRecruiting & transitions
35
CIFC PRIVATE CREDIT MANAGEMENT LLC added office(s): 8 -> 15 additional locations. IAPD ↗fund
$131.0M RAUM · 102 reps · 786-652-3250 · cifc.com
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKROCK INTERNATIONAL LIMITED added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$34.08B RAUM · 71 reps · 44 131 4727200
Office IT & facilitiesCRMRecruiting & transitions
25
RECORD CURRENCY MANAGEMENT LIMITED added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$101.90B RAUM · 38 reps · (44)2038921300 · recordfg.com
Office IT & facilitiesCRMRecruiting & transitions
25
SILCHESTER INTERNATIONAL INVESTORS added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$37.98B RAUM · 12 reps · 011-44207-518-7100 · silchester.com
Office IT & facilitiesCRMRecruiting & transitions
25
RATHBONES added office(s): 15 -> 19 additional locations. IAPD ↗foreign
$67.01B RAUM · 512 reps · +44-151 236 6666
Office IT & facilitiesCRMRecruiting & transitions
25
T. ROWE PRICE INTERNATIONAL LTD added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$248.96B RAUM · 183 reps · 44-20-7651-8200
Office IT & facilitiesCRMRecruiting & transitions
25
MONTRUSCO BOLTON INVESTMENTS INC. added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$12.26B RAUM · 13 reps · 514-842-6464 · montruscobolton.com
Office IT & facilitiesCRMRecruiting & transitions
25
CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$10.00B RAUM · 33 reps · 416-861-0700
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$118.55B RAUM · 107 reps · 852 3903 2800 · douyin.com
Office IT & facilitiesCRMRecruiting & transitions
25
CANDRIAM S.C.A. added office(s): 9 -> 11 additional locations. IAPD ↗foreign
$128.74B RAUM · 298 reps · +352 27 97 39 23
Office IT & facilitiesCRMRecruiting & transitions
25
DAWSON PARTNERS added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$18.42B RAUM · 80 reps · 647-925-1284
Office IT & facilitiesCRMRecruiting & transitions
25
REDDING RIDGE ASSET MANAGEMENT (UK) LLP added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$9.22B RAUM · 33 reps · +44 20 7016 5000 · rram.com
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKSTONE IRELAND LIMITED added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$13.59B RAUM · 324 reps · 353 1 436 0100 · blackstone.com
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED added office(s): 3 -> 4 additional locations. IAPD ↗foreign
$2.28B RAUM · 324 reps · 353 1 436 0100 · apple.co
Office IT & facilitiesCRMRecruiting & transitions
25
MAN INVESTMENTS AUSTRALIA LIMITED added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$1.25B RAUM · 3 reps · +61 2 8259 9975 · man.com
Office IT & facilitiesCRMRecruiting & transitions
25
GUARDIAN PARTNERS INC. added office(s): 0 -> 2 additional locations. IAPD ↗foreign
$2.93B RAUM · 32 reps · 416.840.8001 · guardiancapital.com
Office IT & facilitiesCRMRecruiting & transitions
23
HEITMAN INTERNATIONAL HK LIMITED added office(s): 5 -> 6 additional locations. IAPD ↗foreign
$381.2M RAUM · 30 reps · 852 3976 6800
Office IT & facilitiesCRMRecruiting & transitions
23
DUNHILL FINANCIAL added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$322.9M RAUM · 8 reps · +44 7514 993 556
Office IT & facilitiesCRMRecruiting & transitions
23
LORNE STEINBERG WEALTH MANAGEMENT INC. added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$654.1M RAUM · 12 reps · 514-876-9888
Office IT & facilitiesCRMRecruiting & transitions
23
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$556.0M RAUM · 4 reps · 55 21 3590 2410 · navi-international.com
Office IT & facilitiesCRMRecruiting & transitions
20
MCA CROSS BORDER ADVISORS INC. added office(s): 11 -> 12 additional locations. IAPD ↗foreign
$14.8M RAUM · 2 reps · 514-940-8066
Office IT & facilitiesCRMRecruiting & transitions
20
IA PRIVATE WEALTH (USA) INC. added office(s): 43 -> 54 additional locations. IAPD ↗foreign
$95.8M RAUM · 116 reps · 1-855-999-2081 · iaprivatewealthusa.com
Office IT & facilitiesCRMRecruiting & transitions
headcount down — 728 Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
55
GOLDMAN SACHS & CO. LLC shrank from 2406 to 2318 advisory reps. IAPD ↗
$233.16B RAUM · 2318 reps · 212-902-1000
Recruiting & transitionsM&A & valuation
55
JANNEY MONTGOMERY SCOTT LLC shrank from 1239 to 1208 advisory reps. IAPD ↗
$100.80B RAUM · 1208 reps · 215-665-6000
Recruiting & transitionsM&A & valuation
55
VOYA RETIREMENT ADVISORS, LLC shrank from 136 to 116 advisory reps. IAPD ↗
$30.89B RAUM · 116 reps · (860) 580-2817
Recruiting & transitionsM&A & valuation
55
HORNOR, TOWNSEND & KENT, LLC shrank from 417 to 398 advisory reps. IAPD ↗
$7.75B RAUM · 398 reps · 215-957-7300 · htk.com
Recruiting & transitionsM&A & valuation
55
HILLTOP SECURITIES INC. shrank from 113 to 91 advisory reps. IAPD ↗
$2.25B RAUM · 91 reps · 214-953-4000 · advisors.hilltopsecurities.com
Recruiting & transitionsM&A & valuation
55
CITIGROUP GLOBAL MARKETS INC. shrank from 4880 to 4267 advisory reps. IAPD ↗
$46.87B RAUM · 4267 reps · 212-816-6000 · investments.citi.com
Recruiting & transitionsM&A & valuation
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED shrank from 26251 to 25753 advisory reps. IAPD ↗
$1511.09B RAUM · 25753 reps · 800-637-7455 · pbig.ml.com
Recruiting & transitionsM&A & valuation
55
CADARET GRANT & CO INC shrank from 489 to 429 advisory reps. IAPD ↗
$7.67B RAUM · 429 reps · 800-288-8601
Recruiting & transitionsM&A & valuation
55
U.S. BANCORP ADVISORS, LLC shrank from 133 to 126 advisory reps. IAPD ↗
$1.52B RAUM · 126 reps · 800-634-1100 · usbank.com
Recruiting & transitionsM&A & valuation
55
TRANSAMERICA FINANCIAL ADVISORS, LLC shrank from 1127 to 1054 advisory reps. IAPD ↗
$1.73B RAUM · 1054 reps · 770-248-3271
Recruiting & transitionsM&A & valuation
55
HUNTINGTON FINANCIAL ADVISORS shrank from 408 to 398 advisory reps. IAPD ↗
$6.34B RAUM · 398 reps · 800.322.4600 · huntington.com
Recruiting & transitionsM&A & valuation
55
FIRST HORIZON ADVISORS, INC shrank from 180 to 169 advisory reps. IAPD ↗
$13.62B RAUM · 169 reps · 1-800-213-3702 · firsthorizon.com
Recruiting & transitionsM&A & valuation
55
MOMENTUM INDEPENDENT NETWORK INC. shrank from 139 to 98 advisory reps. IAPD ↗
$1.34B RAUM · 98 reps · 214-859-1800 · jeffneisler.com
Recruiting & transitionsM&A & valuation
55
U.S. BANCORP INVESTMENTS, INC. shrank from 951 to 919 advisory reps. IAPD ↗
$19.30B RAUM · 919 reps · 800-888-4700
Recruiting & transitionsM&A & valuation
55
WELLS FARGO ADVISORS shrank from 8623 to 8410 advisory reps. IAPD ↗
$606.04B RAUM · 8410 reps · 314-875-3000
Recruiting & transitionsM&A & valuation
55
ADVICE AND PLANNING SERVICES shrank from 1115 to 1041 advisory reps. IAPD ↗
$34.34B RAUM · 1041 reps · 212-490-9000
Recruiting & transitionsM&A & valuation
55
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER shrank from 484 to 477 advisory reps. IAPD ↗
$10.64B RAUM · 477 reps · 480-991-0225 · unitedplanners.com
Recruiting & transitionsM&A & valuation
55
OSAIC INSTITUTIONS, INC. shrank from 474 to 446 advisory reps. IAPD ↗
$4.02B RAUM · 446 reps · 203-599-6000 · osaic.com
Recruiting & transitionsM&A & valuation
55
WESTERN INTERNATIONAL SECURITIES shrank from 245 to 200 advisory reps. IAPD ↗
$3.51B RAUM · 200 reps · (888) 793-7717 · wisdirect.com
Recruiting & transitionsM&A & valuation
55
ARVEST WEALTH MANAGEMENT shrank from 227 to 216 advisory reps. IAPD ↗
$2.82B RAUM · 216 reps · 888-916-2121 · share.arvest.com
Recruiting & transitionsM&A & valuation
55
CUSO FINANCIAL SERVICES, L.P. shrank from 571 to 523 advisory reps. IAPD ↗
$5.38B RAUM · 523 reps · 858-530-4400
Recruiting & transitionsM&A & valuation
55
VALIC FINANCIAL ADVISORS, INC. shrank from 1289 to 1239 advisory reps. IAPD ↗
$26.37B RAUM · 1239 reps · 866-544-4968
Recruiting & transitionsM&A & valuation
55
M HOLDINGS SECURITIES, INC. shrank from 234 to 222 advisory reps. IAPD ↗
$4.08B RAUM · 222 reps · 800-656-6960 · mfin.com
Recruiting & transitionsM&A & valuation
55
GOELZER INVESTMENT MANAGEMENT shrank from 36 to 28 advisory reps. IAPD ↗
$3.85B RAUM · 28 reps · 317-264-2600 · goelzerinc.com
Recruiting & transitionsM&A & valuation
55
NEXT FINANCIAL GROUP, INC. shrank from 358 to 307 advisory reps. IAPD ↗
$3.77B RAUM · 307 reps · 877-876-6398 · nextfinancial.com
Recruiting & transitionsM&A & valuation
55
EDELMAN FINANCIAL ENGINES shrank from 491 to 470 advisory reps. IAPD ↗
$292.90B RAUM · 470 reps · 800-601-5957
Recruiting & transitionsM&A & valuation
55
DWS INVESTMENT MANAGEMENT AMERICAS, INC. shrank from 206 to 92 advisory reps. IAPD ↗
$193.11B RAUM · 92 reps · 212-454-4500
Recruiting & transitionsM&A & valuation
55
AVANTAX ADVISORY SERVICES shrank from 2478 to 2278 advisory reps. IAPD ↗
$46.11B RAUM · 2278 reps · 972-870-6000
Recruiting & transitionsM&A & valuation
55
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC shrank from 946 to 564 advisory reps. IAPD ↗
$2990.16B RAUM · 564 reps · (949) 720-6000 · pimco.com
Recruiting & transitionsM&A & valuation
55
CAPITAL ADVISORS, INC. shrank from 38 to 33 advisory reps. IAPD ↗
$6.15B RAUM · 33 reps · (866) 230-5879 · capadvfunds.com
Recruiting & transitionsM&A & valuation
55
ALLEGHENY FINANCIAL GROUP LTD shrank from 34 to 28 advisory reps. IAPD ↗
$4.90B RAUM · 28 reps · 412-367-3880
Recruiting & transitionsM&A & valuation
55
NOTTINGHAM ADVISORS INC. shrank from 9 to 5 advisory reps. IAPD ↗
$1.65B RAUM · 5 reps · 716-633-3800
Recruiting & transitionsM&A & valuation
55
NBT CAPITAL MANAGEMENT, INC. shrank from 8 to 4 advisory reps. IAPD ↗
$1.49B RAUM · 4 reps · 607-584-4141 · navigateretirement.com
Recruiting & transitionsM&A & valuation
55
CAMBRIDGE ASSOCIATES, LLC shrank from 457 to 437 advisory reps. IAPD ↗
$313.55B RAUM · 437 reps · 617-457-7500
Recruiting & transitionsM&A & valuation
55
ALLSPRING GLOBAL INVESTMENTS, LLC shrank from 363 to 325 advisory reps. IAPD ↗
$457.47B RAUM · 325 reps · 1-833-568-4255 · allspringglobal.com
Recruiting & transitionsM&A & valuation
55
SOUTHEASTERN ASSET MANAGEMENT INC. shrank from 10 to 8 advisory reps. IAPD ↗
$4.33B RAUM · 8 reps · 901-761-2474 · southeasternasset.com
Recruiting & transitionsM&A & valuation
55
INVESCO ADVISERS, INC. shrank from 835 to 787 advisory reps. IAPD ↗
$756.88B RAUM · 787 reps · 404-892-0896
Recruiting & transitionsM&A & valuation
55
ON INVESTMENT MANAGEMENT CO shrank from 206 to 193 advisory reps. IAPD ↗
$2.38B RAUM · 193 reps · 855-262-0913 · onescowealth.com
Recruiting & transitionsM&A & valuation
55
NORTHERN TRUST INVESTMENTS, INCORPORATED shrank from 208 to 200 advisory reps. IAPD ↗
$1114.77B RAUM · 200 reps · 312-630-6000 · capitalmarketassumptions.com
Recruiting & transitionsM&A & valuation
55
JOHN HANCOCK INVESTMENT MANAGEMENT LLC shrank from 34 to 28 advisory reps. IAPD ↗
$202.19B RAUM · 28 reps · 617-663-3000
Recruiting & transitionsM&A & valuation
55
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC shrank from 105 to 72 advisory reps. IAPD ↗
$138.62B RAUM · 72 reps · 212-641-3800 · schroders.com
Recruiting & transitionsM&A & valuation
55
TIMUCUAN ASSET MANAGEMENT INC shrank from 7 to 5 advisory reps. IAPD ↗
$3.86B RAUM · 5 reps · 904-356-1739 · timucuan.com
Recruiting & transitionsM&A & valuation
55
PINEBRIDGE INVESTMENTS LLC shrank from 141 to 133 advisory reps. IAPD ↗
$73.24B RAUM · 133 reps · 646-857-8000
Recruiting & transitionsM&A & valuation
55
TRUSTMONT ADVISORY GROUP, INC. shrank from 60 to 41 advisory reps. IAPD ↗
$1.13B RAUM · 41 reps · 724-468-5665
Recruiting & transitionsM&A & valuation
55
VICTORY CAPITAL MANAGEMENT INC. shrank from 162 to 135 advisory reps. IAPD ↗
$152.29B RAUM · 135 reps · 877-660-4400
Recruiting & transitionsM&A & valuation
55
GRANTHAM MAYO VAN OTTERLOO & CO LLC shrank from 98 to 86 advisory reps. IAPD ↗
$68.65B RAUM · 86 reps · 617-330-7500 · gmo.com
Recruiting & transitionsM&A & valuation
55
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$4.09B RAUM · 8 reps · 907-272-7575 · apcm.net
Recruiting & transitionsM&A & valuation
55
WELLINGTON MANAGEMENT COMPANY LLP shrank from 541 to 479 advisory reps. IAPD ↗
$1305.65B RAUM · 479 reps · 617-951-5000 · wellington.com
Recruiting & transitionsM&A & valuation
55
PLANCORP, LLC shrank from 47 to 42 advisory reps. IAPD ↗
$7.30B RAUM · 42 reps · 636-532-7824 · plancorp.com
Recruiting & transitionsM&A & valuation
55
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC shrank from 186 to 173 advisory reps. IAPD ↗
$1436.97B RAUM · 173 reps · 415-667-9200
Recruiting & transitionsM&A & valuation
55
ONEDIGITAL shrank from 380 to 333 advisory reps. IAPD ↗
$142.60B RAUM · 333 reps · 877-742-2021
Recruiting & transitionsM&A & valuation
55
OAKTREE CAPITAL MANAGEMENT, L.P. shrank from 277 to 271 advisory reps. IAPD ↗
$170.99B RAUM · 271 reps · 213-830-6300
Recruiting & transitionsM&A & valuation
55
NATIXIS ADVISORS, LLC shrank from 75 to 70 advisory reps. IAPD ↗
$85.23B RAUM · 70 reps · 617-449-2802
Recruiting & transitionsM&A & valuation
55
UBS ASSET MANAGEMENT (AMERICAS) LLC shrank from 411 to 263 advisory reps. IAPD ↗
$542.25B RAUM · 263 reps · 212-713-2000
Recruiting & transitionsM&A & valuation
55
WINDWARD CAPITAL MANAGEMENT CO shrank from 5 to 3 advisory reps. IAPD ↗
$1.33B RAUM · 3 reps · 310-893-3000 · windwardcapital.com
Recruiting & transitionsM&A & valuation
55
BLACKROCK FINANCIAL MANAGEMENT, INC shrank from 1038 to 828 advisory reps. IAPD ↗
$1327.87B RAUM · 828 reps · 212 810 5300
Recruiting & transitionsM&A & valuation
55
FORT WASHINGTON INVESTMENT ADVISORS INC shrank from 94 to 87 advisory reps. IAPD ↗
$84.95B RAUM · 87 reps · 513-361-7600 · ohiocapitalfund.com
Recruiting & transitionsM&A & valuation
55
BRECKINRIDGE CAPITAL ADVISORS INC shrank from 47 to 41 advisory reps. IAPD ↗
$50.99B RAUM · 41 reps · 617-443-0779
Recruiting & transitionsM&A & valuation
55
TEACHERS ADVISORS, LLC shrank from 321 to 299 advisory reps. IAPD ↗
$402.99B RAUM · 299 reps · 212-490-9000
Recruiting & transitionsM&A & valuation
55
SAVANT WEALTH MANAGEMENT shrank from 185 to 178 advisory reps. IAPD ↗
$29.06B RAUM · 178 reps · 815-227-0300 · savantwealth.com
Recruiting & transitionsM&A & valuation
55
SOUTHEAST ASSET ADVISORS, LLC shrank from 9 to 7 advisory reps. IAPD ↗
$3.72B RAUM · 7 reps · 229-226-8839 · assetadvisor.com
Recruiting & transitionsM&A & valuation
55
SMITH AFFILIATED CAPITAL CORP. shrank from 11 to 8 advisory reps. IAPD ↗
$1.74B RAUM · 8 reps · 212-644-9440 · smithcapital.com
Recruiting & transitionsM&A & valuation
55
BLACKROCK CAPITAL MANAGEMENT, INC. shrank from 154 to 71 advisory reps. IAPD ↗
$134.71B RAUM · 71 reps · 302 797 2000
Recruiting & transitionsM&A & valuation
55
GLENMEDE INVESTMENT MANAGEMENT, LP shrank from 30 to 22 advisory reps. IAPD ↗
$7.07B RAUM · 22 reps · 215-419-6000 · glenmedeim.com
Recruiting & transitionsM&A & valuation
55
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC shrank from 411 to 392 advisory reps. IAPD ↗
$457.48B RAUM · 392 reps · 800-225-2365 · columbiathreadneedleus.com
Recruiting & transitionsM&A & valuation
55
LADENBURG THALMANN ASSET MANAGEMENT INC shrank from 18 to 14 advisory reps. IAPD ↗
$5.61B RAUM · 14 reps · 800-995-5267
Recruiting & transitionsM&A & valuation
55
MISSIONSQUARE RETIREMENT shrank from 224 to 211 advisory reps. IAPD ↗
$5.96B RAUM · 211 reps · 202-962-4600
Recruiting & transitionsM&A & valuation
55
COLDSTREAM WEALTH MANAGEMENT shrank from 151 to 141 advisory reps. IAPD ↗
$10.46B RAUM · 141 reps · 425-283-1600
Recruiting & transitionsM&A & valuation
55
VALLEY WEALTH MANAGERS, INC. shrank from 48 to 34 advisory reps. IAPD ↗
$2.32B RAUM · 34 reps · 888-794-7940 · valley.com
Recruiting & transitionsM&A & valuation
55
MOSS ADAMS WEALTH ADVISORS LLC shrank from 45 to 36 advisory reps. IAPD ↗
$4.75B RAUM · 36 reps · 206-302-6500
Recruiting & transitionsM&A & valuation
55
BLACKROCK INVESTMENT MANAGEMENT, LLC shrank from 536 to 450 advisory reps. IAPD ↗
$508.16B RAUM · 450 reps · 609 282 2000 · blackrock.com
Recruiting & transitionsM&A & valuation
55
CAPITAL COUNSEL LLC shrank from 12 to 9 advisory reps. IAPD ↗
$2.60B RAUM · 9 reps · 212-350-9333 · capitalcounsel.com
Recruiting & transitionsM&A & valuation
55
PRINCIPAL ASSET MANAGEMENT shrank from 700 to 324 advisory reps. IAPD ↗
$364.04B RAUM · 324 reps · 800-787-1621
Recruiting & transitionsM&A & valuation
55
PRINCIPAL REAL ESTATE shrank from 349 to 307 advisory reps. IAPD ↗
$99.42B RAUM · 307 reps · 800-787-1621 · principalcef.com
Recruiting & transitionsM&A & valuation
55
HAMILTON CAPITAL shrank from 55 to 50 advisory reps. IAPD ↗
$4.38B RAUM · 50 reps · 614-273-1000 · dynamicalternativesfund.com
Recruiting & transitionsM&A & valuation
55
ENVESTNET PORTFOLIO SOLUTIONS, INC. shrank from 273 to 187 advisory reps. IAPD ↗
$29.34B RAUM · 187 reps · 312-827-2800
Recruiting & transitionsM&A & valuation
55
BBR PARTNERS, LLC shrank from 60 to 55 advisory reps. IAPD ↗
$31.18B RAUM · 55 reps · 212-313-9870
Recruiting & transitionsM&A & valuation
55
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT shrank from 20 to 2 advisory reps. IAPD ↗
$3.13B RAUM · 2 reps · 305-448-8882 · evensky.com
Recruiting & transitionsM&A & valuation
55
WASHINGTON TRUST ADVISORS shrank from 12 to 9 advisory reps. IAPD ↗
$2.00B RAUM · 9 reps · 781-235-7055
Recruiting & transitionsM&A & valuation
55
SPC shrank from 470 to 462 advisory reps. IAPD ↗
$5.66B RAUM · 462 reps · 734-663-1611
Recruiting & transitionsM&A & valuation
55
VALLEY NATIONAL ADVISERS INC shrank from 15 to 10 advisory reps. IAPD ↗
$1.13B RAUM · 10 reps · 610-868-9000 · vimeo.com
Recruiting & transitionsM&A & valuation
55
TRILLIUM ASSET MANAGEMENT shrank from 46 to 38 advisory reps. IAPD ↗
$5.01B RAUM · 38 reps · 617-423-6655 · trilliummutualfunds.com
Recruiting & transitionsM&A & valuation
55
MASON INVESTMENT ADVISORY SERVICES INC shrank from 36 to 31 advisory reps. IAPD ↗
$13.20B RAUM · 31 reps · 703-716-6000 · masoncompanies.com
Recruiting & transitionsM&A & valuation
55
ALLWORTH FINANCIAL, L.P. shrank from 156 to 151 advisory reps. IAPD ↗
$25.10B RAUM · 151 reps · 916-482-2196 · georgemckelvey.com
Recruiting & transitionsM&A & valuation
55
CHOREO, LLC shrank from 129 to 97 advisory reps. IAPD ↗
$18.23B RAUM · 97 reps · 312-702-1680
Recruiting & transitionsM&A & valuation
55
GLYNN CAPITAL MANAGEMENT, LLC shrank from 14 to 11 advisory reps. IAPD ↗
$1.65B RAUM · 11 reps · 650-854-2215 · glynncapital.com
Recruiting & transitionsM&A & valuation
55
COHO PARTNERS, LTD. shrank from 8 to 6 advisory reps. IAPD ↗
$2.20B RAUM · 6 reps · 484-318-7575 · cohofunds.com
Recruiting & transitionsM&A & valuation
55
BRIDGEWAY CAPITAL MANAGEMENT, LLC shrank from 12 to 9 advisory reps. IAPD ↗
$4.03B RAUM · 9 reps · 713-661-3500
Recruiting & transitionsM&A & valuation
55
PENTEGRA INVESTORS, INC. shrank from 7 to 5 advisory reps. IAPD ↗
$5.51B RAUM · 5 reps · (914) 694-1300 · pentegra.com
Recruiting & transitionsM&A & valuation
55
ENVESTNET PMC shrank from 273 to 187 advisory reps. IAPD ↗
$532.20B RAUM · 187 reps · 312-827-2800
Recruiting & transitionsM&A & valuation
55
BOUCHEY FINANCIAL GROUP LTD shrank from 19 to 10 advisory reps. IAPD ↗
$1.40B RAUM · 10 reps · 518-720-3333 · boucheyfinancial.com
Recruiting & transitionsM&A & valuation
55
TOLLESON PRIVATE WEALTH MANAGEMENT shrank from 89 to 76 advisory reps. IAPD ↗
$8.76B RAUM · 76 reps · 214-252-3250
Recruiting & transitionsM&A & valuation
55
MORNINGSTAR INVESTMENT SERVICES LLC shrank from 41 to 29 advisory reps. IAPD ↗
$1.39B RAUM · 29 reps · 312-696-6000 · mp.morningstar.com
Recruiting & transitionsM&A & valuation
55
ADVISORNET WEALTH PARTNERS shrank from 85 to 74 advisory reps. IAPD ↗
$2.34B RAUM · 74 reps · 612-347-8600 · tcmccabe.com
Recruiting & transitionsM&A & valuation
55
LNW shrank from 65 to 44 advisory reps. IAPD ↗
$4.53B RAUM · 44 reps · 206-464-5100 · lnwadvisors.com
Recruiting & transitionsM&A & valuation
55
FIERA CAPITAL INC. shrank from 44 to 37 advisory reps. IAPD ↗
$19.56B RAUM · 37 reps · 212-300-1600
Recruiting & transitionsM&A & valuation
55
B. RILEY WEALTH ADVISORS, INC. shrank from 379 to 274 advisory reps. IAPD ↗
$7.03B RAUM · 274 reps · 901-251-1330 · brileywealth.com
Recruiting & transitionsM&A & valuation
55
JOHNSON INVESTMENT COUNSEL, INC. shrank from 79 to 73 advisory reps. IAPD ↗
$20.87B RAUM · 73 reps · 513-661-3100 · johnsonmutualfunds.com
Recruiting & transitionsM&A & valuation
55
NORTH STAR INVESTMENT MANAGEMENT CORPORATION shrank from 28 to 15 advisory reps. IAPD ↗
$2.28B RAUM · 15 reps · 312-580-0900
Recruiting & transitionsM&A & valuation
55
WILLIS JOHNSON & ASSOCIATES, INC. shrank from 21 to 16 advisory reps. IAPD ↗
$1.42B RAUM · 16 reps · 713-439-1200
Recruiting & transitionsM&A & valuation
55
BEACON CAPITAL MANAGEMENT, INC. shrank from 9 to 5 advisory reps. IAPD ↗
$4.06B RAUM · 5 reps · 937-439-9093
Recruiting & transitionsM&A & valuation
55
SYMMETRY PARTNERS shrank from 5 to 3 advisory reps. IAPD ↗
$5.72B RAUM · 3 reps · 860-734-2000 · symmetrypartners.com
Recruiting & transitionsM&A & valuation
55
LAZARD ASSET MANAGEMENT LLC shrank from 246 to 241 advisory reps. IAPD ↗
$128.88B RAUM · 241 reps · 212-632-6000
Recruiting & transitionsM&A & valuation
55
SCF INVESTMENT ADVISORS, INC. shrank from 135 to 61 advisory reps. IAPD ↗
$1.35B RAUM · 61 reps · 559-456-6108
Recruiting & transitionsM&A & valuation
55
REGAL INVESTMENT ADVISORS LLC shrank from 117 to 110 advisory reps. IAPD ↗
$2.45B RAUM · 110 reps · 616-224-2204 · regal-lionshare.com
Recruiting & transitionsM&A & valuation
55
PROPRIETARY CAPITAL, LLC shrank from 9 to 7 advisory reps. IAPD ↗
$1.15B RAUM · 7 reps · 303-575-9084 · proprietarycapital.com
Recruiting & transitionsM&A & valuation
55
ATLAS CAPITAL ADVISORS INC. shrank from 7 to 5 advisory reps. IAPD ↗
$1.05B RAUM · 5 reps · 415-354-2400 · atlasca.com
Recruiting & transitionsM&A & valuation
55
MJP WEALTH ADVISORS shrank from 11 to 6 advisory reps. IAPD ↗
$1.32B RAUM · 6 reps · 860-677-7755
Recruiting & transitionsM&A & valuation
55
SUMMITRY, LLC shrank from 19 to 14 advisory reps. IAPD ↗
$3.01B RAUM · 14 reps · 650-212-2240 · summitry.com
Recruiting & transitionsM&A & valuation
55
GWN SECURITIES INC. shrank from 455 to 423 advisory reps. IAPD ↗
$3.65B RAUM · 423 reps · 561-472-2700
Recruiting & transitionsM&A & valuation
55
CERTUITY, LLC shrank from 16 to 10 advisory reps. IAPD ↗
$3.10B RAUM · 10 reps · 561-693-3255 · certuity.com
Recruiting & transitionsM&A & valuation
55
EXENCIAL WEALTH ADVISORS shrank from 57 to 50 advisory reps. IAPD ↗
$5.30B RAUM · 50 reps · 405-478-1971
Recruiting & transitionsM&A & valuation
55
WELLS FARGO INVESTMENT INSTITUTE, INC. shrank from 169 to 151 advisory reps. IAPD ↗
$40.82B RAUM · 151 reps · 980-266-5763
Recruiting & transitionsM&A & valuation
55
1919 INVESTMENT COUNSEL, LLC shrank from 63 to 53 advisory reps. IAPD ↗
$23.98B RAUM · 53 reps · 410-454-2171 · 1919ic.com
Recruiting & transitionsM&A & valuation
55
LEVEL FOUR ADVISORY SERVICES shrank from 120 to 115 advisory reps. IAPD ↗
$5.32B RAUM · 115 reps · 972-665-0878 · levelfouradvisors.com
Recruiting & transitionsM&A & valuation
55
UNITED CAPITAL FINANCIAL ADVISORS shrank from 147 to 138 advisory reps. IAPD ↗
$17.21B RAUM · 138 reps · 972-822-2055
Recruiting & transitionsM&A & valuation
55
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC shrank from 182 to 173 advisory reps. IAPD ↗
$228.74B RAUM · 173 reps · 212-739-0700
Recruiting & transitionsM&A & valuation
55
NAVY FEDERAL INVESTMENT SERVICES, LLC shrank from 110 to 91 advisory reps. IAPD ↗
$1.71B RAUM · 91 reps · 703-206-1517 · navyfederal.org
Recruiting & transitionsM&A & valuation
55
INTEGRITY ALLIANCE, LLC shrank from 173 to 164 advisory reps. IAPD ↗
$2.41B RAUM · 164 reps · 877-886-1939 · brokersifs.com
Recruiting & transitionsM&A & valuation
55
TWIN FOCUS CAPITAL PARTNERS, LLC shrank from 20 to 16 advisory reps. IAPD ↗
$4.05B RAUM · 16 reps · 617-720-4500
Recruiting & transitionsM&A & valuation
55
NATIONWIDE INVESTMENT ADVISORS, LLC shrank from 348 to 335 advisory reps. IAPD ↗
$15.69B RAUM · 335 reps · 614-435-8371
Recruiting & transitionsM&A & valuation
55
METLIFE INVESTMENT MANAGEMENT, LLC shrank from 695 to 688 advisory reps. IAPD ↗
$508.89B RAUM · 688 reps · 973-355-4000 · investments.metlife.com
Recruiting & transitionsM&A & valuation
55
COLUMBIA PACIFIC ADVISORS, LLC shrank from 36 to 27 advisory reps. IAPD ↗
$1.28B RAUM · 27 reps · 206-728-9063
Recruiting & transitionsM&A & valuation
55
BARNES PETTEY FINANCIAL ADVISORS, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$1.12B RAUM · 8 reps · 662-627-2225
Recruiting & transitionsM&A & valuation
55
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC shrank from 312 to 72 advisory reps. IAPD ↗
$29.86B RAUM · 72 reps · 314-725-0455 · advisor.focuspartners.com
Recruiting & transitionsM&A & valuation
55
STELAC ADVISORY SERVICES LLC shrank from 12 to 9 advisory reps. IAPD ↗
$4.06B RAUM · 9 reps · 212-920-3890
Recruiting & transitionsM&A & valuation
55
HOLLOW BROOK WEALTH MANAGEMENT LLC shrank from 6 to 3 advisory reps. IAPD ↗
$1.20B RAUM · 3 reps · 212-364-1848 · hollowbrookllc.com
Recruiting & transitionsM&A & valuation
55
RIVERFRONT INVESTMENT GROUP, LLC shrank from 13 to 9 advisory reps. IAPD ↗
$1.18B RAUM · 9 reps · 804-549-4800
Recruiting & transitionsM&A & valuation
55
MAINSTREET ADVISORS shrank from 15 to 6 advisory reps. IAPD ↗
$5.41B RAUM · 6 reps · 312-223-0270 · mainstreetadv.com
Recruiting & transitionsM&A & valuation
55
NORTHWEST ASSET MANAGEMENT shrank from 48 to 38 advisory reps. IAPD ↗
$3.61B RAUM · 38 reps · 206-838-3680 · farrellwealthgroup.com
Recruiting & transitionsM&A & valuation
55
WHITE OAK GLOBAL ADVISORS, LLC shrank from 49 to 37 advisory reps. IAPD ↗
$5.42B RAUM · 37 reps · 415-644-4100 · whiteoaksf.com
Recruiting & transitionsM&A & valuation
55
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT shrank from 98 to 85 advisory reps. IAPD ↗
$4.07B RAUM · 85 reps · 360-866-2345 · nexuspnw.com
Recruiting & transitionsM&A & valuation
55
VERUS CAPITAL PARTNERS, LLC shrank from 46 to 38 advisory reps. IAPD ↗
$2.07B RAUM · 38 reps · 480-990-3719 · guardianwb.com
Recruiting & transitionsM&A & valuation
55
DOUBLELINE CAPITAL LP shrank from 103 to 90 advisory reps. IAPD ↗
$90.08B RAUM · 90 reps · 813-791-7333
Recruiting & transitionsM&A & valuation
55
EMPIRICAL WEALTH MANAGEMENT shrank from 59 to 53 advisory reps. IAPD ↗
$6.70B RAUM · 53 reps · 206-923-3474
Recruiting & transitionsM&A & valuation
55
EURO PACIFIC ASSET MANAGEMENT, LLC shrank from 10 to 5 advisory reps. IAPD ↗
$1.36B RAUM · 5 reps · 1-866-878-2881
Recruiting & transitionsM&A & valuation
55
ASHTON THOMAS PRIVATE WEALTH shrank from 55 to 35 advisory reps. IAPD ↗
$4.05B RAUM · 35 reps · 602-732-4745
Recruiting & transitionsM&A & valuation
55
NUVEEN ASSET MANAGEMENT, LLC shrank from 321 to 299 advisory reps. IAPD ↗
$259.92B RAUM · 299 reps · 312-917-7700
Recruiting & transitionsM&A & valuation
55
SUMMIT GLOBAL INVESTMENTS, LLC shrank from 15 to 12 advisory reps. IAPD ↗
$1.92B RAUM · 12 reps · 888-251-4847 · sgimutualfunds.com
Recruiting & transitionsM&A & valuation
55
KAWA CAPITAL MANAGEMENT, INC. shrank from 20 to 16 advisory reps. IAPD ↗
$3.02B RAUM · 16 reps · 305-560-5200
Recruiting & transitionsM&A & valuation
55
REBALANCE LLC shrank from 8 to 6 advisory reps. IAPD ↗
$1.56B RAUM · 6 reps · 650-396-3900
Recruiting & transitionsM&A & valuation
55
CORECAP ADVISORS shrank from 111 to 97 advisory reps. IAPD ↗
$3.17B RAUM · 97 reps · 888-296-3360 · simaskofinancial.com
Recruiting & transitionsM&A & valuation
55
SIGNATURE INVESTMENT ADVISORS, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$5.73B RAUM · 8 reps · 888-349-3241 · signatureia.com
Recruiting & transitionsM&A & valuation
55
ADVISOR RESOURCE COUNCIL shrank from 91 to 81 advisory reps. IAPD ↗
$3.02B RAUM · 81 reps · (972) 421-1360 · foundationwealthpartners.com
Recruiting & transitionsM&A & valuation
55
BILTMORE FAMILY OFFICE, LLC shrank from 14 to 6 advisory reps. IAPD ↗
$3.16B RAUM · 6 reps · 704-248-5230 · biltmorefamilyoffice.com
Recruiting & transitionsM&A & valuation
55
FORUSALL shrank from 8 to 6 advisory reps. IAPD ↗
$1.34B RAUM · 6 reps · 844-401-2253 · forusall.com
Recruiting & transitionsM&A & valuation
55
MUTUAL ADVISORS, LLC shrank from 132 to 123 advisory reps. IAPD ↗
$6.75B RAUM · 123 reps · 307-439-6357 · barberfinancialgroup.com
Recruiting & transitionsM&A & valuation
55
INDEPENDENT ADVISOR ALLIANCE, LLC shrank from 228 to 219 advisory reps. IAPD ↗
$14.07B RAUM · 219 reps · 888.430.1555 · jacksonfinancialplanning.com
Recruiting & transitionsM&A & valuation
55
BLUEPRINT INVESTMENT PARTNERS LLC shrank from 7 to 3 advisory reps. IAPD ↗
$1.23B RAUM · 3 reps · 336-609-7522
Recruiting & transitionsM&A & valuation
55
ALLY INVEST ADVISORS shrank from 12 to 9 advisory reps. IAPD ↗
$1.39B RAUM · 9 reps · 855-880-2559 · secure.ally.com
Recruiting & transitionsM&A & valuation
55
MCADAM LLC shrank from 156 to 138 advisory reps. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
Recruiting & transitionsM&A & valuation
55
GLOBAL RETIREMENT PARTNERS LLC shrank from 493 to 434 advisory reps. IAPD ↗
$143.42B RAUM · 434 reps · 415-526-2753 · grpfinancial.com
Recruiting & transitionsM&A & valuation
55
SVB WEALTH shrank from 77 to 58 advisory reps. IAPD ↗
$4.98B RAUM · 58 reps · 617-223-0200
Recruiting & transitionsM&A & valuation
55
THE WEALTH CONSULTING GROUP shrank from 160 to 115 advisory reps. IAPD ↗
$5.45B RAUM · 115 reps · 702-263-1919
Recruiting & transitionsM&A & valuation
55
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC shrank from 8 to 5 advisory reps. IAPD ↗
$2.16B RAUM · 5 reps · (901) 435-4250
Recruiting & transitionsM&A & valuation
55
DOUBLELINE ALTERNATIVES LP shrank from 8 to 6 advisory reps. IAPD ↗
$4.23B RAUM · 6 reps · 813-791-7333 · doubleline.com
Recruiting & transitionsM&A & valuation
55
ELLEVEST shrank from 32 to 27 advisory reps. IAPD ↗
$2.13B RAUM · 27 reps · 844-355-7100
Recruiting & transitionsM&A & valuation
55
WORLD INVESTMENT ADVISORS, LLC shrank from 166 to 156 advisory reps. IAPD ↗
$56.28B RAUM · 156 reps · 888-201-5488
Recruiting & transitionsM&A & valuation
55
VESTMARK ADVISORY SOLUTIONS, INC. shrank from 21 to 12 advisory reps. IAPD ↗
$10.02B RAUM · 12 reps · 888-355-0477
Recruiting & transitionsM&A & valuation
55
CYNOSURE GROUP, LLC shrank from 35 to 30 advisory reps. IAPD ↗
$6.57B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com
Recruiting & transitionsM&A & valuation
55
MOLONEY SECURITIES ASSET MANAGEMENT LLC shrank from 78 to 61 advisory reps. IAPD ↗
$1.39B RAUM · 61 reps · (314) 909-0600
Recruiting & transitionsM&A & valuation
55
YIELDSTREET shrank from 106 to 26 advisory reps. IAPD ↗
$1.86B RAUM · 26 reps · 844-943-5378 · yieldstreet.com
Recruiting & transitionsM&A & valuation
55
AE WEALTH MANAGEMENT, LLC shrank from 449 to 435 advisory reps. IAPD ↗
$37.53B RAUM · 435 reps · 866-363-9595
Recruiting & transitionsM&A & valuation
55
RW INVESTMENT MANAGEMENT LLC shrank from 15 to 12 advisory reps. IAPD ↗
$1.47B RAUM · 12 reps · 208-333-1433 · investrw.com
Recruiting & transitionsM&A & valuation
55
SAGESPRING WEALTH PARTNERS shrank from 98 to 75 advisory reps. IAPD ↗
$6.49B RAUM · 75 reps · 615-861-6100
Recruiting & transitionsM&A & valuation
55
MARINER ADVISOR NETWORK shrank from 184 to 164 advisory reps. IAPD ↗
$8.49B RAUM · 164 reps · 650-571-1934 · redtoweradvisors.com
Recruiting & transitionsM&A & valuation
55
CBIZ INVESTMENT ADVISORY SERVICES, LLC shrank from 86 to 80 advisory reps. IAPD ↗
$10.49B RAUM · 80 reps · 216-447-9000
Recruiting & transitionsM&A & valuation
55
TOWNSQUARE CAPITAL, LLC shrank from 15 to 8 advisory reps. IAPD ↗
$14.99B RAUM · 8 reps · 385-375-8650 · orion.com
Recruiting & transitionsM&A & valuation
55
THE COURY FIRM shrank from 14 to 10 advisory reps. IAPD ↗
$1.19B RAUM · 10 reps · 412-261-5744 · couryfirm.com
Recruiting & transitionsM&A & valuation
55
TITAN shrank from 7 to 5 advisory reps. IAPD ↗
$1.12B RAUM · 5 reps · 973-490-4042
Recruiting & transitionsM&A & valuation
55
POINT OLEMA CAPITAL PARTNERS, L.P. shrank from 10 to 7 advisory reps. IAPD ↗
$2.04B RAUM · 7 reps · 415-851-0411 · pointolema.com
Recruiting & transitionsM&A & valuation
55
THRIVENT ADVISOR NETWORK, LLC shrank from 164 to 139 advisory reps. IAPD ↗
$6.65B RAUM · 139 reps · (612) 844-8444
Recruiting & transitionsM&A & valuation
55
QRG CAPITAL MANAGEMENT, INC. shrank from 16 to 4 advisory reps. IAPD ↗
$11.35B RAUM · 4 reps · 312-827-2800
Recruiting & transitionsM&A & valuation
55
TRB WEALTH MANAGEMENT, LLC shrank from 14 to 9 advisory reps. IAPD ↗
$1.17B RAUM · 9 reps · 832-810-3565 · trb.bank
Recruiting & transitionsM&A & valuation
55
HILL INVESTMENT GROUP shrank from 12 to 8 advisory reps. IAPD ↗
$1.04B RAUM · 8 reps · 314-448-4023
Recruiting & transitionsM&A & valuation
55
THE BALDWIN GROUP WEALTH ADVISORS, LLC shrank from 42 to 36 advisory reps. IAPD ↗
$21.04B RAUM · 36 reps · 813-934-2743 · baldwin.com
Recruiting & transitionsM&A & valuation
55
GROVE POINT ADVISORS, LLC shrank from 322 to 264 advisory reps. IAPD ↗
$2.47B RAUM · 264 reps · 301-944-5900
Recruiting & transitionsM&A & valuation
55
THE ASCENT GROUP, LLC shrank from 21 to 4 advisory reps. IAPD ↗
$4.93B RAUM · 4 reps · 757-499-8300 · tagwm.com
Recruiting & transitionsM&A & valuation
55
CERCANO MANAGEMENT LLC shrank from 33 to 28 advisory reps. IAPD ↗
$10.52B RAUM · 28 reps · 425-371-7500 · cercanolp.com
Recruiting & transitionsM&A & valuation
55
BLEAKLEY FINANCIAL GROUP, LLC shrank from 152 to 84 advisory reps. IAPD ↗
$10.07B RAUM · 84 reps · (973) 575-4180
Recruiting & transitionsM&A & valuation
55
SYON CAPITAL LLC shrank from 5 to 2 advisory reps. IAPD ↗
$1.77B RAUM · 2 reps · 415-520-7966 · syoncap.com
Recruiting & transitionsM&A & valuation
55
SPECTRUM WEALTH MANAGEMENT shrank from 8 to 6 advisory reps. IAPD ↗
$1.15B RAUM · 6 reps · 317-663-5600
Recruiting & transitionsM&A & valuation
55
CITI GLOBAL ALTERNATIVES, LLC shrank from 75 to 54 advisory reps. IAPD ↗
$23.66B RAUM · 54 reps · 212-559-1000 · privatebank.citibank.com
Recruiting & transitionsM&A & valuation
55
LCP INSTITUTIONAL, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$2.02B RAUM · 3 reps · 470-326-7920
Recruiting & transitionsM&A & valuation
53
ALLEGHENY INVESTMENTS shrank from 49 to 13 advisory reps. IAPD ↗
$633.8M RAUM · 13 reps · 412-367-3880
Recruiting & transitionsM&A & valuation
53
BOK FINANCIAL ADVISORS shrank from 151 to 145 advisory reps. IAPD ↗
$835.6M RAUM · 145 reps · 877-781-6889
Recruiting & transitionsM&A & valuation
53
CHAPIN DAVIS ASSET MANAGEMENT shrank from 30 to 23 advisory reps. IAPD ↗
$539.1M RAUM · 23 reps · 410-435-3200
Recruiting & transitionsM&A & valuation
53
FDX ADVISORS, INC. shrank from 9 to 5 advisory reps. IAPD ↗
$926.1M RAUM · 5 reps · 312-827-2800 · facebook.com.
Recruiting & transitionsM&A & valuation
53
PLANNED SOLUTIONS, INC. shrank from 7 to 5 advisory reps. IAPD ↗
$540.0M RAUM · 5 reps · 916-361-0100 · plannedsolutions.com
Recruiting & transitionsM&A & valuation
53
CHATHAM CAPITAL GROUP INC shrank from 6 to 4 advisory reps. IAPD ↗
$780.6M RAUM · 4 reps · 912-691-2320
Recruiting & transitionsM&A & valuation
53
WBI INVESTMENTS, LLC shrank from 9 to 5 advisory reps. IAPD ↗
$552.6M RAUM · 5 reps · 732-842-4920 · bullbearinsights.com
Recruiting & transitionsM&A & valuation
53
WINSLOW ASSET MANAGEMENT INC shrank from 5 to 3 advisory reps. IAPD ↗
$581.7M RAUM · 3 reps · 216-360-4700 · winslowasset.com
Recruiting & transitionsM&A & valuation
53
TRUST ADVISORY GROUP LTD shrank from 41 to 30 advisory reps. IAPD ↗
$494.4M RAUM · 30 reps · 800-292-2411 · paramountfingrp.com
Recruiting & transitionsM&A & valuation
53
PEAK ASSET MANAGEMENT, LLC shrank from 14 to 11 advisory reps. IAPD ↗
$910.0M RAUM · 11 reps · 303-926-0100 · peakam.com
Recruiting & transitionsM&A & valuation
53
FAIRBANKS CAPITAL MANAGEMENT, INC. shrank from 6 to 2 advisory reps. IAPD ↗
$369.9M RAUM · 2 reps · (858) 759-0617 · qualitygrowth.com
Recruiting & transitionsM&A & valuation
53
AUXIER ASSET MANAGEMENT shrank from 10 to 6 advisory reps. IAPD ↗
$855.3M RAUM · 6 reps · 503-885-8807 · auxierasset.com
Recruiting & transitionsM&A & valuation
53
SMH CAPITAL ADVISORS LLC shrank from 4 to 2 advisory reps. IAPD ↗
$419.7M RAUM · 2 reps · 817-569-7000 · smhca.com
Recruiting & transitionsM&A & valuation
53
BELL INVESTMENT ADVISORS INC shrank from 9 to 6 advisory reps. IAPD ↗
$686.4M RAUM · 6 reps · 510-433-1066
Recruiting & transitionsM&A & valuation
53
HIGH FALLS ADVISORS, INC. shrank from 11 to 7 advisory reps. IAPD ↗
$607.0M RAUM · 7 reps · 585-935-5300 · highfallsadvisors.com
Recruiting & transitionsM&A & valuation
53
TERRIL & COMPANY shrank from 12 to 6 advisory reps. IAPD ↗
$864.1M RAUM · 6 reps · 314-965-0344 · terrilandcompany.com
Recruiting & transitionsM&A & valuation
53
S&A FINANCIAL SERVICES, INC. shrank from 6 to 4 advisory reps. IAPD ↗
$321.7M RAUM · 4 reps · 913-362-2712
Recruiting & transitionsM&A & valuation
53
PORTER WHITE INVESTMENT ADVISORS, INC. shrank from 8 to 6 advisory reps. IAPD ↗
$712.1M RAUM · 6 reps · 205-252-3681 · pwco.com
Recruiting & transitionsM&A & valuation
53
PRENTISS SMITH & COMPANY, INC. shrank from 7 to 5 advisory reps. IAPD ↗
$437.0M RAUM · 5 reps · 802-254-2913 · prentiss-smith.com
Recruiting & transitionsM&A & valuation
53
CASTLEKEEP INVESTMENT ADVISORS shrank from 5 to 2 advisory reps. IAPD ↗
$827.7M RAUM · 2 reps · 203.682.7200 · castlekeepadvisors.com
Recruiting & transitionsM&A & valuation
53
WEALTH ADVISORS OF IOWA, LLC shrank from 11 to 4 advisory reps. IAPD ↗
$453.1M RAUM · 4 reps · 515-200-7812
Recruiting & transitionsM&A & valuation
53
ROBERTSON INVESTMENT MANAGEMENT shrank from 16 to 8 advisory reps. IAPD ↗
$273.1M RAUM · 8 reps · 713-622-4077 · robertsonwealth.com
Recruiting & transitionsM&A & valuation
53
CAPITAL CITIES INVESTMENTS shrank from 19 to 15 advisory reps. IAPD ↗
$251.4M RAUM · 15 reps · 317-475-4500 · capitalcitiesinvestments.com
Recruiting & transitionsM&A & valuation
53
LEWIS FINANCIAL MANAGEMENT, LLC shrank from 4 to 1 advisory reps. IAPD ↗
$431.2M RAUM · 1 reps · 919-872-7000
Recruiting & transitionsM&A & valuation
53
CARGILE INVESTMENT MANAGEMENT shrank from 3 to 1 advisory reps. IAPD ↗
$383.0M RAUM · 1 reps · 432-617-1394 · cargileinvestments.com
Recruiting & transitionsM&A & valuation
53
DIVERSIFIED FINANCIAL ADVISORS, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$512.2M RAUM · 3 reps · 800-307-0376 · diversifiedfa.com
Recruiting & transitionsM&A & valuation
53
VESTGEN INVESTMENT MANAGEMENT shrank from 20 to 16 advisory reps. IAPD ↗
$705.3M RAUM · 16 reps · 609-601-1200 · hanlonfunds.com
Recruiting & transitionsM&A & valuation
53
GERBER, LLC shrank from 5 to 2 advisory reps. IAPD ↗
$588.1M RAUM · 2 reps · 614-431-4343
Recruiting & transitionsM&A & valuation
53
FAI ADVISORS, INC. shrank from 8 to 5 advisory reps. IAPD ↗
$301.2M RAUM · 5 reps · 248-482-3600
Recruiting & transitionsM&A & valuation
53
MOSELEY INVESTMENT MANAGEMENT, INC. shrank from 5 to 3 advisory reps. IAPD ↗
$410.4M RAUM · 3 reps · 941-745-2799 · moseleyinvestment.com
Recruiting & transitionsM&A & valuation
53
SYMPHONY FINANCIAL SERVICES, INC. shrank from 9 to 7 advisory reps. IAPD ↗
$376.1M RAUM · 7 reps · 330-434-2000
Recruiting & transitionsM&A & valuation
53
THE STRATEGIC FINANCIAL ALLIANCE shrank from 56 to 46 advisory reps. IAPD ↗
$470.9M RAUM · 46 reps · 678-954-4000 · thesfa.net
Recruiting & transitionsM&A & valuation
53
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. shrank from 73 to 66 advisory reps. IAPD ↗
$813.5M RAUM · 66 reps · 954-334-3450 · elwealthadvisors.com
Recruiting & transitionsM&A & valuation
53
REALTA INVESTMENT ADVISORS, INC shrank from 72 to 54 advisory reps. IAPD ↗
$343.5M RAUM · 54 reps · 888-657-5200
Recruiting & transitionsM&A & valuation
53
ATS WEALTH MANAGEMENT shrank from 5 to 2 advisory reps. IAPD ↗
$292.3M RAUM · 2 reps · 858-643-5757 · atswealthmanagement.com
Recruiting & transitionsM&A & valuation
53
BHK INVESTMENT ADVISORS shrank from 6 to 4 advisory reps. IAPD ↗
$755.8M RAUM · 4 reps · 205-322-2025 · bhkllc.com
Recruiting & transitionsM&A & valuation
53
HI-LINE CAPITAL MANAGEMENT, LLC shrank from 5 to 2 advisory reps. IAPD ↗
$657.8M RAUM · 2 reps · 605-878-0897
Recruiting & transitionsM&A & valuation
53
ADASINA SOCIAL CAPITAL shrank from 9 to 5 advisory reps. IAPD ↗
$283.8M RAUM · 5 reps · 415-986-5500
Recruiting & transitionsM&A & valuation
53
TRINITY PORTFOLIO ADVISORS, LLC shrank from 12 to 8 advisory reps. IAPD ↗
$488.2M RAUM · 8 reps · 817-416-7227 · trinityportfolio.com
Recruiting & transitionsM&A & valuation
53
WAMBOLT & ASSOCIATES, LLC shrank from 10 to 6 advisory reps. IAPD ↗
$586.8M RAUM · 6 reps · 720-962-6700 · wamboltwealth.com
Recruiting & transitionsM&A & valuation
53
APPOMATTOX ADVISORY, INC shrank from 6 to 4 advisory reps. IAPD ↗
$410.8M RAUM · 4 reps · 212-895-3000 · appomattox.com
Recruiting & transitionsM&A & valuation
53
CREAND MANAGEMENT shrank from 17 to 11 advisory reps. IAPD ↗
$533.4M RAUM · 11 reps · 305-358-8844 · creand.us
Recruiting & transitionsM&A & valuation
53
CANNELL CAPITAL LLC shrank from 5 to 3 advisory reps. IAPD ↗
$527.6M RAUM · 3 reps · 307-733-2284
Recruiting & transitionsM&A & valuation
53
DEFENDER CAPITAL shrank from 7 to 2 advisory reps. IAPD ↗
$442.0M RAUM · 2 reps · 704-373-1716
Recruiting & transitionsM&A & valuation
53
SEQUENT PLANNING, LLC shrank from 75 to 70 advisory reps. IAPD ↗
$394.7M RAUM · 70 reps · 402-953-3544 · sequentplanning.com
Recruiting & transitionsM&A & valuation
53
MURPHY & SYLVEST shrank from 8 to 6 advisory reps. IAPD ↗
$379.0M RAUM · 6 reps · (214) 373-8362 · murphysylvest.com
Recruiting & transitionsM&A & valuation
53
TEAMWORK FINANCIAL ADVISORS, LLC shrank from 17 to 13 advisory reps. IAPD ↗
$800.5M RAUM · 13 reps · 210-687-1333 · teamworkfinancial.com
Recruiting & transitionsM&A & valuation
53
STEWARDSHIP ADVISORY GROUP, LLC shrank from 10 to 6 advisory reps. IAPD ↗
$261.0M RAUM · 6 reps · 407-470-1405 · stewardshipadvisory.com
Recruiting & transitionsM&A & valuation
53
FIRST ADVISORS NATIONAL, LLC shrank from 69 to 56 advisory reps. IAPD ↗
$501.1M RAUM · 56 reps · 1-855-326-7427 · danlamb.us
Recruiting & transitionsM&A & valuation
53
ROYAL OAK FINANCIAL GROUP shrank from 4 to 0 advisory reps. IAPD ↗
$263.0M RAUM · 0 reps · 614-842-6090 · royaloakfinancialgroup.com
Recruiting & transitionsM&A & valuation
53
ARAGON CAPITAL LLC shrank from 11 to 8 advisory reps. IAPD ↗
$285.0M RAUM · 8 reps · (786) 529-6540
Recruiting & transitionsM&A & valuation
53
INSIGHT ADVISORS, LLC shrank from 19 to 15 advisory reps. IAPD ↗
$712.4M RAUM · 15 reps · 215-550-6011
Recruiting & transitionsM&A & valuation
53
TRU INDEPENDENCE ASSET MANAGEMENT, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$575.3M RAUM · 5 reps · (971) 371-3444 · yellowwoodwealth.com
Recruiting & transitionsM&A & valuation
53
360 FINANCIAL shrank from 8 to 5 advisory reps. IAPD ↗
$567.6M RAUM · 5 reps · 952-542-8900
Recruiting & transitionsM&A & valuation
53
JACKSON SQUARE PARTNERS, LLC shrank from 8 to 4 advisory reps. IAPD ↗
$995.1M RAUM · 4 reps · 415 635-0220 · jspartners.com
Recruiting & transitionsM&A & valuation
53
SEQUOIA WEALTH MANAGEMENT, LLC shrank from 20 to 16 advisory reps. IAPD ↗
$514.3M RAUM · 16 reps · 847-310-5900 · cpmfinancialservices.com
Recruiting & transitionsM&A & valuation
53
DENVER PWM, LLC shrank from 13 to 5 advisory reps. IAPD ↗
$554.1M RAUM · 5 reps · 720-354-3850
Recruiting & transitionsM&A & valuation
53
ALASKA WEALTH ADVISORS shrank from 13 to 10 advisory reps. IAPD ↗
$925.4M RAUM · 10 reps · 907-272-7575
Recruiting & transitionsM&A & valuation
53
INTEGRITY WEALTH ADVISORS, LLC shrank from 8 to 4 advisory reps. IAPD ↗
$274.9M RAUM · 4 reps · 805-339-0760 · iwaplan.com
Recruiting & transitionsM&A & valuation
53
PITON INVESTMENT MANAGEMENT, LP shrank from 7 to 5 advisory reps. IAPD ↗
$871.2M RAUM · 5 reps · 646-518-2800 · pitonim.com
Recruiting & transitionsM&A & valuation
53
LOKKEN INVESTMENT GROUP, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$366.5M RAUM · 3 reps · 302-645-6650
Recruiting & transitionsM&A & valuation
53
MATRIX PRIVATE CAPITAL GROUP shrank from 7 to 3 advisory reps. IAPD ↗
$494.9M RAUM · 3 reps · 212-254-4876 · matrixpcg.com
Recruiting & transitionsM&A & valuation
53
GOODMAN ADVISORY GROUP, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$370.4M RAUM · 4 reps · (781) 559-0320 · goodmanadvisorygroup.com
Recruiting & transitionsM&A & valuation
53
SFG WEALTH MANAGEMENT shrank from 15 to 11 advisory reps. IAPD ↗
$643.6M RAUM · 11 reps · 410-825-3200
Recruiting & transitionsM&A & valuation
53
WISS PRIVATE CLIENT ADVISORS, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$809.7M RAUM · 6 reps · 973-577-2872 · wiss.com
Recruiting & transitionsM&A & valuation
53
WEALTH ADVISORY SOLUTIONS, LLC shrank from 11 to 8 advisory reps. IAPD ↗
$560.4M RAUM · 8 reps · 317-559-0688
Recruiting & transitionsM&A & valuation
53
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC shrank from 8 to 5 advisory reps. IAPD ↗
$280.7M RAUM · 5 reps · (508) 693-8850 · mvinvestmentadvisors.com
Recruiting & transitionsM&A & valuation
53
INNEALTA CAPITAL shrank from 9 to 4 advisory reps. IAPD ↗
$258.8M RAUM · 4 reps · (737) 808-4640
Recruiting & transitionsM&A & valuation
53
NAPATREE CAPITAL LLC shrank from 6 to 4 advisory reps. IAPD ↗
$260.0M RAUM · 4 reps · (401) 868-1115
Recruiting & transitionsM&A & valuation
53
HASSELL WEALTH MANAGEMENT shrank from 6 to 4 advisory reps. IAPD ↗
$348.6M RAUM · 4 reps · 985-868-9881
Recruiting & transitionsM&A & valuation
53
EPG WEALTH MANAGEMENT LLC shrank from 12 to 9 advisory reps. IAPD ↗
$495.5M RAUM · 9 reps · 404-809-3680 · eastpacesgroup.com
Recruiting & transitionsM&A & valuation
53
COMPASS GROUP INVESTMENTS SOLUTIONS LLC shrank from 7 to 5 advisory reps. IAPD ↗
$457.7M RAUM · 5 reps · 305-358-7052 · cgcompass.com
Recruiting & transitionsM&A & valuation
53
INTERCHANGE CAPITAL PARTNERS shrank from 6 to 4 advisory reps. IAPD ↗
$595.9M RAUM · 4 reps · 412-307-4230 · interchangecp.com
Recruiting & transitionsM&A & valuation
53
THE INVICTUS COLLECTIVE, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$399.4M RAUM · 2 reps · (866) 636-3468 · theinvictuscollective.com
Recruiting & transitionsM&A & valuation
53
GALLIOTT CAPITAL ADVISORS, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$261.9M RAUM · 2 reps · 310-362-3320 · galliott.com
Recruiting & transitionsM&A & valuation
53
TRACTION FINANCIAL PARTNERS shrank from 8 to 5 advisory reps. IAPD ↗
$262.8M RAUM · 5 reps · 307-672-9738
Recruiting & transitionsM&A & valuation
53
INTERGY PRIVATE WEALTH, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$467.0M RAUM · 4 reps · 719-413-8820
Recruiting & transitionsM&A & valuation
53
TERRA WEALTH shrank from 52 to 39 advisory reps. IAPD ↗
$399.4M RAUM · 39 reps · 305-928-3772
Recruiting & transitionsM&A & valuation
53
OCTOGONE NA shrank from 7 to 3 advisory reps. IAPD ↗
$371.4M RAUM · 3 reps · 305-677-9559 · octogone-na.com
Recruiting & transitionsM&A & valuation
53
PARR MCKNIGHT WEALTH MANAGEMENT GROUP shrank from 7 to 5 advisory reps. IAPD ↗
$952.4M RAUM · 5 reps · 612-324-0235 · parrmcknightwmg.com
Recruiting & transitionsM&A & valuation
50
MUTUAL OF OMAHA INVESTOR SERVICES, INC. shrank from 285 to 277 advisory reps. IAPD ↗
$24.4M RAUM · 277 reps · 402-351-3102 · mutualofomaha.com
Recruiting & transitionsM&A & valuation
50
W&S BROKERAGE SERVICES, INC. shrank from 73 to 67 advisory reps. IAPD ↗
$175.8M RAUM · 67 reps · 800-257-2135
Recruiting & transitionsM&A & valuation
50
NATIONWIDE SECURITIES, LLC shrank from 8 to 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 888-753-7364 · nationwide.com
Recruiting & transitionsM&A & valuation
50
JOSEPH GUNNAR & CO., LLC shrank from 11 to 5 advisory reps. IAPD ↗
$34.0M RAUM · 5 reps · 212-440-9600 · josephgunnar.com
Recruiting & transitionsM&A & valuation
50
WALL CAPITAL GROUP, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$107.5M RAUM · 2 reps · 623-242-6332 · wallwealthadvisors.com
Recruiting & transitionsM&A & valuation
50
INNOVEST PORTFOLIO SOLUTIONS LLC shrank from 37 to 29 advisory reps. IAPD ↗
$0 RAUM · 29 reps · 303-694-1900 · innovestinc.com
Recruiting & transitionsM&A & valuation
50
TRENT CAPITAL MANAGEMENT INC shrank from 3 to 1 advisory reps. IAPD ↗
$140.9M RAUM · 1 reps · 336-282-9302
Recruiting & transitionsM&A & valuation
50
MONTICELLO ASSOCIATES INC shrank from 28 to 22 advisory reps. IAPD ↗
$0 RAUM · 22 reps · 303-572-6300
Recruiting & transitionsM&A & valuation
50
SUN VALLEY GOLD LLC shrank from 6 to 3 advisory reps. IAPD ↗
$87.0M RAUM · 3 reps · 208-726-2327
Recruiting & transitionsM&A & valuation
50
BRADFORD FINANCIAL CENTER shrank from 12 to 8 advisory reps. IAPD ↗
$232.3M RAUM · 8 reps · 515.532.6661 · bradfordfinancialcenter.com
Recruiting & transitionsM&A & valuation
50
PILE WEALTH MANAGEMENT shrank from 4 to 2 advisory reps. IAPD ↗
$168.4M RAUM · 2 reps · (317) 269-3454 · pilewealth.com
Recruiting & transitionsM&A & valuation
50
CORRADO ADVISORS, LLC shrank from 9 to 5 advisory reps. IAPD ↗
$202.2M RAUM · 5 reps · 201-661-6600
Recruiting & transitionsM&A & valuation
50
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC shrank from 17 to 3 advisory reps. IAPD ↗
$88.7M RAUM · 3 reps · 516-408-1160 · cpasllc.com
Recruiting & transitionsM&A & valuation
50
STOLZ & ASSOCIATES, PS shrank from 5 to 3 advisory reps. IAPD ↗
$230.1M RAUM · 3 reps · (253) 272-3441
Recruiting & transitionsM&A & valuation
50
CANTY FINANCIAL MANAGEMENT, INC. shrank from 5 to 3 advisory reps. IAPD ↗
$205.7M RAUM · 3 reps · 518-885-3230 · cantyfinancial.com
Recruiting & transitionsM&A & valuation
50
MUTUAL TRUST ASSET MGMT., INC. shrank from 9 to 4 advisory reps. IAPD ↗
$57.4M RAUM · 4 reps · 813-264-0440
Recruiting & transitionsM&A & valuation
50
CYPRESS CAPITAL GROUP shrank from 4 to 2 advisory reps. IAPD ↗
$57.5M RAUM · 2 reps · 561-659-5889
Recruiting & transitionsM&A & valuation
50
DCM ADVISORS, LLC shrank from 9 to 6 advisory reps. IAPD ↗
$220.1M RAUM · 6 reps · 917-386-6260
Recruiting & transitionsM&A & valuation
50
PUBLIC EQUITY PARTNERS shrank from 18 to 1 advisory reps. IAPD ↗
$33.0M RAUM · 1 reps · 512-422-7559 · pepllc.org
Recruiting & transitionsM&A & valuation
50
DRAWBRIDGE CAPITAL shrank from 9 to 7 advisory reps. IAPD ↗
$189.9M RAUM · 7 reps · 918-493-4190 · drawbridge.capital
Recruiting & transitionsM&A & valuation
50
MCDERMOTT INVESTMENT ADVISORS, LLC shrank from 13 to 10 advisory reps. IAPD ↗
$211.0M RAUM · 10 reps · (610) 882-1460 · mcdermottadvisors.com
Recruiting & transitionsM&A & valuation
50
GOLD MEDAL WATERS, INC. shrank from 6 to 3 advisory reps. IAPD ↗
$248.1M RAUM · 3 reps · 720 887-1299
Recruiting & transitionsM&A & valuation
50
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. shrank from 6 to 2 advisory reps. IAPD ↗
$42.0M RAUM · 2 reps · 949-248-8800 · capitalfin.com
Recruiting & transitionsM&A & valuation
50
ALLEN CAPITAL MANAGEMENT, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$192.4M RAUM · 2 reps · 503-292-1041 · allencapital.com
Recruiting & transitionsM&A & valuation
50
LD LOWE WEALTH ADVISORY shrank from 5 to 1 advisory reps. IAPD ↗
$119.2M RAUM · 1 reps · 972-335-2523
Recruiting & transitionsM&A & valuation
50
BHK SECURITIES, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$133.8M RAUM · 3 reps · 205-322-2025 · bhkllc.com
Recruiting & transitionsM&A & valuation
50
LIFEPLAN GROUP shrank from 4 to 2 advisory reps. IAPD ↗
$238.6M RAUM · 2 reps · 919-858-6119 · lifeplangroup.com
Recruiting & transitionsM&A & valuation
50
AWM FINANCIAL SERVICES INC. shrank from 11 to 6 advisory reps. IAPD ↗
$233.7M RAUM · 6 reps · 281-444-7555
Recruiting & transitionsM&A & valuation
50
BULLSEYE INVESTMENT MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$191.8M RAUM · 4 reps · 513-774-3325
Recruiting & transitionsM&A & valuation
50
FORTUNE FINANCIAL ADVISORS, LLC shrank from 8 to 5 advisory reps. IAPD ↗
$202.4M RAUM · 5 reps · 913-393-0038 · fortunefinancialadvisors.com
Recruiting & transitionsM&A & valuation
50
FAMILY FIDUCIARY SERVICES, INC. shrank from 7 to 4 advisory reps. IAPD ↗
$204.8M RAUM · 4 reps · 978-922-0050 · familyfiduciary.net
Recruiting & transitionsM&A & valuation
50
INNOVATIVE ADVISORY GROUP shrank from 9 to 7 advisory reps. IAPD ↗
$160.5M RAUM · 7 reps · 781-577-2782
Recruiting & transitionsM&A & valuation
50
LAIDLAW WEALTH MANAGEMENT LLC shrank from 11 to 3 advisory reps. IAPD ↗
$114.8M RAUM · 3 reps · 212-953-4910 · laidlawwealthmanagement.com
Recruiting & transitionsM&A & valuation
50
MONEY MANAGERS, INC. shrank from 5 to 3 advisory reps. IAPD ↗
$53.2M RAUM · 3 reps · (725) 254-5220 · usamoneymanagers.com
Recruiting & transitionsM&A & valuation
50
RICHWOOD INVESTMENT ADVISORS, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$137.4M RAUM · 1 reps · (513) 871-0123 · richwoodia.com
Recruiting & transitionsM&A & valuation
50
AOG WEALTH MANAGEMENT shrank from 8 to 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 703-757-8020 · aogwealth.com
Recruiting & transitionsM&A & valuation
50
MAINLINE INVESTMENT ADVISERS, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$244.4M RAUM · 4 reps · 610-896-3000 · mainlineco.com
Recruiting & transitionsM&A & valuation
50
DAVINCI FINANCIAL DESIGNS shrank from 8 to 5 advisory reps. IAPD ↗
$198.3M RAUM · 5 reps · 803-741-0134
Recruiting & transitionsM&A & valuation
50
PINNACLE WEALTH MANAGEMENT, INC. shrank from 5 to 3 advisory reps. IAPD ↗
$122.0M RAUM · 3 reps · 810-220-6322 · pinnaclewealthonline.com
Recruiting & transitionsM&A & valuation
50
MYLES WEALTH MANAGEMENT, LLC shrank from 4 to 1 advisory reps. IAPD ↗
$97.1M RAUM · 1 reps · 845-651-3070 · myleswealthmanagement.com
Recruiting & transitionsM&A & valuation
50
JIM SAULNIER & ASSOCIATES, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$180.0M RAUM · 3 reps · 970-530-0556 · jimhelps.com
Recruiting & transitionsM&A & valuation
50
ATLANTIS WEALTH ADVISORS LLC shrank from 6 to 4 advisory reps. IAPD ↗
$146.7M RAUM · 4 reps · 419-794-0538 · camelotportfolios.com
Recruiting & transitionsM&A & valuation
50
WILLAMETTE FINANCIAL ADVISORS, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$151.8M RAUM · 3 reps · 503-747-0306 · wfinadv.com
Recruiting & transitionsM&A & valuation
50
BLACKRIDGE ASSET MANAGEMENT, LLC shrank from 80 to 59 advisory reps. IAPD ↗
$196.8M RAUM · 59 reps · 561-641-5050
Recruiting & transitionsM&A & valuation
50
CENTRIC ADVISORS, LLC shrank from 11 to 8 advisory reps. IAPD ↗
$226.9M RAUM · 8 reps · 888-215-5888
Recruiting & transitionsM&A & valuation
50
UP FINTECH ASSET MANAGEMENT shrank from 6 to 2 advisory reps. IAPD ↗
$1.1M RAUM · 2 reps · 480-631-4700 · upfintecham.com
Recruiting & transitionsM&A & valuation
50
MAQRO ADVISORS LLC shrank from 3 to 1 advisory reps. IAPD ↗
$184.9M RAUM · 1 reps · (512) 673-8292 · maqro.com
Recruiting & transitionsM&A & valuation
50
BRAVIAS FINANCIAL shrank from 9 to 6 advisory reps. IAPD ↗
$181.0M RAUM · 6 reps · 732-702-2600
Recruiting & transitionsM&A & valuation
50
SHARPEPOINT, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$150.5M RAUM · 3 reps · 480-999-3033
Recruiting & transitionsM&A & valuation
50
ARCH GLOBAL ADVISORS, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$144.8M RAUM · 5 reps · (212) 991-8807
Recruiting & transitionsM&A & valuation
50
EMCEE INVEST shrank from 4 to 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (201) 366-2224
Recruiting & transitionsM&A & valuation
50
LYTLE INVESTMENTS shrank from 6 to 3 advisory reps. IAPD ↗
$66.7M RAUM · 3 reps · 716-773-6626 · lytleinvestments.com
Recruiting & transitionsM&A & valuation
50
INVICTA ADVISORS LLC shrank from 9 to 7 advisory reps. IAPD ↗
$183.5M RAUM · 7 reps · 412-349-8684 · invictacapitaladvisors.com
Recruiting & transitionsM&A & valuation
50
COREPATH WEALTH PARTNERS LLC shrank from 6 to 4 advisory reps. IAPD ↗
$217.9M RAUM · 4 reps · (480) 448-0334 · corepathwealthpartners.com
Recruiting & transitionsM&A & valuation
50
RAYLIANT INVESTMENT RESEARCH shrank from 16 to 11 advisory reps. IAPD ↗
$167.6M RAUM · 11 reps · 626-407-4581 · rayliant.com
Recruiting & transitionsM&A & valuation
50
WELLINGTON WEALTH STRATEGIES, LLC shrank from 15 to 8 advisory reps. IAPD ↗
$145.6M RAUM · 8 reps · 317-789-8800 · twealth.com
Recruiting & transitionsM&A & valuation
50
NOTTINGHAM WEALTH PARTNERS, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$65.6M RAUM · 2 reps · 561-472-2312 · nottinghamwealthpartners.com
Recruiting & transitionsM&A & valuation
50
EPIQWEST CULVER WEALTH ADVISORS LLC shrank from 8 to 6 advisory reps. IAPD ↗
$227.9M RAUM · 6 reps · 303-442-3670
Recruiting & transitionsM&A & valuation
50
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC shrank from 36 to 3 advisory reps. IAPD ↗
$93.0M RAUM · 3 reps · 917 750-5588 · simafunds.com
Recruiting & transitionsM&A & valuation
50
QUANTEL ASSET MANAGEMENT LLC shrank from 3 to 1 advisory reps. IAPD ↗
$20.8M RAUM · 1 reps · 844-836-5461
Recruiting & transitionsM&A & valuation
50
CALLAHAN FINANCIAL PLANNING shrank from 5 to 3 advisory reps. IAPD ↗
$86.3M RAUM · 3 reps · (800) 991-5195 · callahanfp.com
Recruiting & transitionsM&A & valuation
50
365 WEALTH MANAGEMENT GROUP shrank from 6 to 3 advisory reps. IAPD ↗
$183.2M RAUM · 3 reps · 513-880-0002 · 365wmg.com
Recruiting & transitionsM&A & valuation
50
WPA FAMILY OFFICE, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$157.3M RAUM · 2 reps · (214) 945-0888 · wpafamilyoffice.com
Recruiting & transitionsM&A & valuation
50
MORALIS TECHNOLOGIES, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$51.9M RAUM · 8 reps · 833-730-3700 · aquinaswealth.com
Recruiting & transitionsM&A & valuation
50
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. shrank from 12 to 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 312-595-6000
Recruiting & transitionsM&A & valuation
50
ASSET MANAGEMENT GROUP shrank from 5 to 3 advisory reps. IAPD ↗
$155.7M RAUM · 3 reps · 678-792-5855
Recruiting & transitionsM&A & valuation
50
AXIM PLANNING & WEALTH shrank from 3 to 1 advisory reps. IAPD ↗
$119.3M RAUM · 1 reps · 937-291-2060 · aximwealth.com
Recruiting & transitionsM&A & valuation
50
KNOWN WEALTH LLC shrank from 9 to 5 advisory reps. IAPD ↗
$104.9M RAUM · 5 reps · 646-586-9424 · knownfin.com
Recruiting & transitionsM&A & valuation
50
LET BOB ADVISORY, LLC shrank from 6 to 1 advisory reps. IAPD ↗
$39,244 RAUM · 1 reps · 2052184597 · letbobtrade.com
Recruiting & transitionsM&A & valuation
50
IMPRINT WEALTH LLC shrank from 18 to 1 advisory reps. IAPD ↗
$107.2M RAUM · 1 reps · (843) 834-4853
Recruiting & transitionsM&A & valuation
50
AURORA WEALTH ADVISORS shrank from 4 to 2 advisory reps. IAPD ↗
$133.9M RAUM · 2 reps · 858-326-0046 · aurorawealth.com
Recruiting & transitionsM&A & valuation
50
EVERGREEN WEALTH ADVISORS shrank from 16 to 12 advisory reps. IAPD ↗
$107.6M RAUM · 12 reps · 888-884-0557 · evergreenmoney.com
Recruiting & transitionsM&A & valuation
50
LITTLE RIVER CAPITAL PARTNERS, LP shrank from 6 to 4 advisory reps. IAPD ↗
$150.0M RAUM · 4 reps · 917-224-7259
Recruiting & transitionsM&A & valuation
45
JOHN HANCOCK VARIABLE TRUST ADVISERS LLC shrank from 34 to 28 advisory reps. IAPD ↗institutional
$67.61B RAUM · 28 reps · 617-663-3000 · johnhancock.com
Recruiting & transitionsM&A & valuation
45
GUGGENHEIM FUNDS DISTRIBUTORS, LLC shrank from 10 to 8 advisory reps. IAPD ↗institutional
$6.85B RAUM · 8 reps · 800-820-0888 · guggenheiminvestments.com
Recruiting & transitionsM&A & valuation
45
BLACKROCK FUND ADVISORS shrank from 283 to 120 advisory reps. IAPD ↗institutional
$3535.40B RAUM · 120 reps · 415 670 2000
Recruiting & transitionsM&A & valuation
45
GUGGENHEIM INVESTMENTS shrank from 34 to 13 advisory reps. IAPD ↗institutional
$7.40B RAUM · 13 reps · 212-739-0700 · guggenheiminvestments.com
Recruiting & transitionsM&A & valuation
45
BLACKROCK ADVISORS, LLC shrank from 156 to 139 advisory reps. IAPD ↗institutional
$959.04B RAUM · 139 reps · 212 810 5300
Recruiting & transitionsM&A & valuation
45
TIAA-CREF INVESTMENT MANAGEMENT LLC shrank from 321 to 299 advisory reps. IAPD ↗institutional
$271.41B RAUM · 299 reps · 212-490-9000
Recruiting & transitionsM&A & valuation
45
WATER ISLAND CAPITAL, LLC shrank from 9 to 7 advisory reps. IAPD ↗institutional
$1.41B RAUM · 7 reps · 800-560-8210 · altsharesetfs.com
Recruiting & transitionsM&A & valuation
45
INVESCO CAPITAL MANAGEMENT LLC shrank from 49 to 38 advisory reps. IAPD ↗institutional
$740.53B RAUM · 38 reps · 800-983-0903
Recruiting & transitionsM&A & valuation
45
TRPC ADVISORY SERVICES shrank from 11 to 8 advisory reps. IAPD ↗institutional
$1.05B RAUM · 8 reps · 888-673-5440
Recruiting & transitionsM&A & valuation
45
OASIS INVESTMENT STRATEGIES LLC shrank from 8 to 4 advisory reps. IAPD ↗institutional
$5.47B RAUM · 4 reps · 312-373-5366 · rjoasis.com
Recruiting & transitionsM&A & valuation
45
EQT PARTNERS INC. shrank from 93 to 85 advisory reps. IAPD ↗institutional
$33.59B RAUM · 85 reps · 917 281 0850
Recruiting & transitionsM&A & valuation
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP shrank from 128 to 122 advisory reps. IAPD ↗institutional
$20.92B RAUM · 122 reps · 212-602-7800 · brevanhoward.com
Recruiting & transitionsM&A & valuation
45
MAN GLOBAL PRIVATE MARKETS (USA) INC. shrank from 20 to 16 advisory reps. IAPD ↗institutional
$1.49B RAUM · 16 reps · 980 321 7560 · man.com
Recruiting & transitionsM&A & valuation
45
FS FUND ADVISOR, LLC shrank from 11 to 6 advisory reps. IAPD ↗institutional
$2.03B RAUM · 6 reps · 215-220-6651 · fscreit.com
Recruiting & transitionsM&A & valuation
45
OAKTREE FUND ADVISORS, LLC shrank from 262 to 225 advisory reps. IAPD ↗institutional
$11.59B RAUM · 225 reps · 213-830-6300 · osc.brookfieldoaktree.com
Recruiting & transitionsM&A & valuation
45
CLAROS REIT MANAGEMENT LP shrank from 39 to 34 advisory reps. IAPD ↗institutional
$7.01B RAUM · 34 reps · 212-484-0050
Recruiting & transitionsM&A & valuation
45
PACIFIC OAK CAPITAL ADVISORS, LLC shrank from 13 to 9 advisory reps. IAPD ↗institutional
$3.20B RAUM · 9 reps · (424) 208-8100 · pacificoakcapital.com
Recruiting & transitionsM&A & valuation
45
EURAZEO NORTH AMERICA, INC. shrank from 15 to 10 advisory reps. IAPD ↗institutional
$1.73B RAUM · 10 reps · 2126106060
Recruiting & transitionsM&A & valuation
45
CORNERSTONE ADVISORS, LLC shrank from 7 to 5 advisory reps. IAPD ↗institutional
$2.53B RAUM · 5 reps · 828-210-8184
Recruiting & transitionsM&A & valuation
45
CHURCHILL INVESTMENT MANAGEMENT, LLC shrank from 69 to 55 advisory reps. IAPD ↗institutional
$10.01B RAUM · 55 reps · 646-517-5353
Recruiting & transitionsM&A & valuation
45
AXS INVESTMENTS LLC shrank from 11 to 4 advisory reps. IAPD ↗institutional
$1.16B RAUM · 4 reps · 833-297-2587
Recruiting & transitionsM&A & valuation
45
REGENT PROPERTIES shrank from 17 to 13 advisory reps. IAPD ↗institutional
$1.79B RAUM · 13 reps · 310-806-9800
Recruiting & transitionsM&A & valuation
45
INFRARED CAPITAL PARTNERS (US) LLC shrank from 20 to 15 advisory reps. IAPD ↗institutional
$2.23B RAUM · 15 reps · 1-212-297-2650
Recruiting & transitionsM&A & valuation
45
UBS ASSET MANAGERS OF PUERTO RICO shrank from 8 to 5 advisory reps. IAPD ↗institutional
$1.78B RAUM · 5 reps · 787-773-3888 · ubs.com
Recruiting & transitionsM&A & valuation
45
DOUBLELINE ETF ADVISER LP shrank from 103 to 90 advisory reps. IAPD ↗institutional
$1.37B RAUM · 90 reps · (813)791-7333
Recruiting & transitionsM&A & valuation
45
AGL US DL MANAGEMENT LLC shrank from 32 to 0 advisory reps. IAPD ↗institutional
$1.00B RAUM · 0 reps · 212-973-8600
Recruiting & transitionsM&A & valuation
43
INVESTMENT PERFORMANCE SERVICES LLC shrank from 15 to 11 advisory reps. IAPD ↗institutional
$746.0M RAUM · 11 reps · 912-352-2862 · ips-net.com
Recruiting & transitionsM&A & valuation
43
WHITESTAR ADVISORS, LLC shrank from 10 to 5 advisory reps. IAPD ↗institutional
$569.4M RAUM · 5 reps · 561-999-9949 · whitestarllc.com
Recruiting & transitionsM&A & valuation
43
NORTHMARQ FUND MANAGEMENT, LLC shrank from 10 to 7 advisory reps. IAPD ↗institutional
$491.7M RAUM · 7 reps · 503-952-0700 · northmarq.com
Recruiting & transitionsM&A & valuation
43
ROOSEVELT MANAGEMENT COMPANY LLC shrank from 60 to 48 advisory reps. IAPD ↗institutional
$451.7M RAUM · 48 reps · 212-938-4800
Recruiting & transitionsM&A & valuation
43
TRILINC ADVISORS, LLC shrank from 14 to 11 advisory reps. IAPD ↗institutional
$285.6M RAUM · 11 reps · 310-997-0580 · trilincglobal.com
Recruiting & transitionsM&A & valuation
43
CHIRON INVESTMENT MANAGEMENT, LLC shrank from 9 to 4 advisory reps. IAPD ↗institutional
$440.2M RAUM · 4 reps · 917-338-5082
Recruiting & transitionsM&A & valuation
43
BRIDGEFRONT CAPITAL, LLC shrank from 6 to 4 advisory reps. IAPD ↗institutional
$370.2M RAUM · 4 reps · 512-623-7700 · bridgefront.capital
Recruiting & transitionsM&A & valuation
43
ICR PARTNERS shrank from 3 to 1 advisory reps. IAPD ↗institutional
$479.8M RAUM · 1 reps · (817) 854-3253
Recruiting & transitionsM&A & valuation
43
ICAPITAL REGISTERED FUND ADVISER LLC shrank from 15 to 10 advisory reps. IAPD ↗institutional
$917.9M RAUM · 10 reps · 212-994-7400 · icapitalnetwork.com
Recruiting & transitionsM&A & valuation
43
QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. shrank from 9 to 2 advisory reps. IAPD ↗institutional
$296.1M RAUM · 2 reps · 2129184580
Recruiting & transitionsM&A & valuation
43
ANCIENT MANAGEMENT LP D/B/A ANCIENT shrank from 5 to 3 advisory reps. IAPD ↗institutional
$448.3M RAUM · 3 reps · 212-870-8751 · ancientlp.com
Recruiting & transitionsM&A & valuation
43
ONEX CREDIT ADVISOR, LLC shrank from 55 to 32 advisory reps. IAPD ↗institutional
$561.3M RAUM · 32 reps · (201) 541-2121 · onex.com
Recruiting & transitionsM&A & valuation
43
RCM GA MANAGER LLC shrank from 20 to 10 advisory reps. IAPD ↗institutional
$977.3M RAUM · 10 reps · 212-850-7770 · rithmcap.com
Recruiting & transitionsM&A & valuation
43
FPLF MANAGEMENT LLC shrank from 15 to 3 advisory reps. IAPD ↗institutional
$630.0M RAUM · 3 reps · 212-798-6100
Recruiting & transitionsM&A & valuation
40
NEUBERGER BERMAN BD LLC shrank from 695 to 610 advisory reps. IAPD ↗institutional
$0 RAUM · 610 reps · 212-476-9000 · nb.com
Recruiting & transitionsM&A & valuation
40
PRUCO SECURITIES, LLC shrank from 116 to 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 973-802-6000 · prudential.com
Recruiting & transitionsM&A & valuation
40
HEITMAN CAPITAL MANAGEMENT LLC shrank from 191 to 186 advisory reps. IAPD ↗fund
$8.39B RAUM · 186 reps · (312) 855-5700 · heitman.com
Recruiting & transitionsM&A & valuation
40
AON INVESTMENTS USA INC. shrank from 265 to 256 advisory reps. IAPD ↗fund
$136.37B RAUM · 256 reps · 312-381-1200 · aon.com
Recruiting & transitionsM&A & valuation
40
BNY MELLON INVESTMENT ADVISER, INC. shrank from 23 to 18 advisory reps. IAPD ↗fund
$365.42B RAUM · 18 reps · 212-635-8827 · bny.com
Recruiting & transitionsM&A & valuation
40
VANGUARD GROUP INC shrank from 445 to 330 advisory reps. IAPD ↗fund
$10246.60B RAUM · 330 reps · 610-669-1000
Recruiting & transitionsM&A & valuation
40
AEW CAPITAL MANAGEMENT LP shrank from 196 to 150 advisory reps. IAPD ↗fund
$4.80B RAUM · 150 reps · 617-261-9000
Recruiting & transitionsM&A & valuation
40
WAFRA INC. shrank from 76 to 65 advisory reps. IAPD ↗fund
$27.59B RAUM · 65 reps · 212-759-3700 · wafra.com
Recruiting & transitionsM&A & valuation
40
PAAMCO PRISMA, LLC shrank from 38 to 32 advisory reps. IAPD ↗fund
$5.21B RAUM · 32 reps · 949-261-4900 · paamcoprisma.com
Recruiting & transitionsM&A & valuation
40
BLACKROCK REALTY ADVISORS INC shrank from 61 to 54 advisory reps. IAPD ↗fund
$1.60B RAUM · 54 reps · 212 810 5300
Recruiting & transitionsM&A & valuation
40
THE BAUPOST GROUP, L.L.C. shrank from 60 to 45 advisory reps. IAPD ↗fund
$23.58B RAUM · 45 reps · (617) 210-8300 · baupost.com
Recruiting & transitionsM&A & valuation
40
HARBERT FUND ADVISORS, INC. shrank from 73 to 62 advisory reps. IAPD ↗fund
$8.03B RAUM · 62 reps · 205/987-5500
Recruiting & transitionsM&A & valuation
40
AVENUE CAPITAL MANAGEMENT II, L.P. shrank from 42 to 36 advisory reps. IAPD ↗fund
$6.41B RAUM · 36 reps · 212-878-3500
Recruiting & transitionsM&A & valuation
40
HEARTHSTONE INC., A CALIFORNIA CORPORATION shrank from 10 to 8 advisory reps. IAPD ↗fund
$2.44B RAUM · 8 reps · 818-385-0005 · hearthstone.com
Recruiting & transitionsM&A & valuation
40
TENNENBAUM CAPITAL PARTNERS, LLC shrank from 19 to 8 advisory reps. IAPD ↗fund
$3.43B RAUM · 8 reps · 310 566 1000 · mp.weixin.qq.com
Recruiting & transitionsM&A & valuation
40
AXA INVESTMENT MANAGERS US INC shrank from 116 to 109 advisory reps. IAPD ↗fund
$91.13B RAUM · 109 reps · 203-983-4200
Recruiting & transitionsM&A & valuation
40
RIMROCK CAPITAL MANAGEMENT LLC shrank from 12 to 8 advisory reps. IAPD ↗fund
$2.99B RAUM · 8 reps · 949-381-7800 · rimrockcapital.com
Recruiting & transitionsM&A & valuation
40
CRESTLINE MANAGEMENT, L.P. shrank from 148 to 107 advisory reps. IAPD ↗fund
$20.49B RAUM · 107 reps · 817-339-7600
Recruiting & transitionsM&A & valuation
40
BLUE VISTA CAPITAL, LLC shrank from 40 to 35 advisory reps. IAPD ↗fund
$1.89B RAUM · 35 reps · 312-578-0033 · bluevistallc.com
Recruiting & transitionsM&A & valuation
40
ALCENTRA NY, LLC shrank from 15 to 8 advisory reps. IAPD ↗fund
$14.19B RAUM · 8 reps · 212-588-6770 · aefrif.com
Recruiting & transitionsM&A & valuation
40
CAPITAL DYNAMICS, INC. shrank from 19 to 12 advisory reps. IAPD ↗fund
$2.81B RAUM · 12 reps · 212-798-3400
Recruiting & transitionsM&A & valuation
40
HQ CAPITAL PRIVATE EQUITY LLC shrank from 21 to 14 advisory reps. IAPD ↗fund
$8.05B RAUM · 14 reps · 786-944-0500
Recruiting & transitionsM&A & valuation
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. shrank from 445 to 404 advisory reps. IAPD ↗fund
$2.95B RAUM · 404 reps · 212-583-5000 · blackstone.com
Recruiting & transitionsM&A & valuation
40
TWO SIGMA INVESTMENTS, LP shrank from 866 to 749 advisory reps. IAPD ↗fund
$110.28B RAUM · 749 reps · (212) 625-5700
Recruiting & transitionsM&A & valuation
40
ABRAMS BISON INVESTMENTS, L.L.C. shrank from 7 to 5 advisory reps. IAPD ↗fund
$2.51B RAUM · 5 reps · 301-657-5925
Recruiting & transitionsM&A & valuation
40
TACONIC CAPITAL ADVISORS LP shrank from 39 to 34 advisory reps. IAPD ↗fund
$8.21B RAUM · 34 reps · 212-209-3100
Recruiting & transitionsM&A & valuation
40
WATERFALL ASSET MANAGEMENT, LLC shrank from 72 to 53 advisory reps. IAPD ↗fund
$25.28B RAUM · 53 reps · 212-257-4600 · waterfallam.com
Recruiting & transitionsM&A & valuation
40
TIPTREE ADVISORS, LLC shrank from 15 to 12 advisory reps. IAPD ↗fund
$2.02B RAUM · 12 reps · 212-887-4400 · tiptreeadvisors.com
Recruiting & transitionsM&A & valuation
40
BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS shrank from 18 to 13 advisory reps. IAPD ↗fund
$3.54B RAUM · 13 reps · 212-359-7800 · bentallgreenoak.com
Recruiting & transitionsM&A & valuation
40
TRG MANAGEMENT LP shrank from 82 to 74 advisory reps. IAPD ↗fund
$6.52B RAUM · 74 reps · 212-984-2900 · rohatyngroup.com
Recruiting & transitionsM&A & valuation
40
CVC CREDIT PARTNERS, LLC shrank from 76 to 65 advisory reps. IAPD ↗fund
$43.48B RAUM · 65 reps · +1 212-506-3858
Recruiting & transitionsM&A & valuation
40
ADVANCED PORTFOLIO MANAGEMENT, LLC shrank from 8 to 4 advisory reps. IAPD ↗fund
$2.18B RAUM · 4 reps · 212-838-4700 · apmcap.com
Recruiting & transitionsM&A & valuation
40
FILLMORE CAPITAL PARTNERS, LLC shrank from 15 to 10 advisory reps. IAPD ↗fund
$1.38B RAUM · 10 reps · 614-781-1420 · fillmorecap.com
Recruiting & transitionsM&A & valuation
40
GOLDBERG LINDSAY & CO. LLC shrank from 34 to 28 advisory reps. IAPD ↗fund
$11.14B RAUM · 28 reps · 212-651-1100 · lindsaygoldbergllc.com
Recruiting & transitionsM&A & valuation
40
BLACKSTONE REAL ESTATE ADVISORS L.P. shrank from 445 to 404 advisory reps. IAPD ↗fund
$134.59B RAUM · 404 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
REDMILE GROUP shrank from 20 to 13 advisory reps. IAPD ↗fund
$4.84B RAUM · 13 reps · 415-489-9980 · redmilegroup.com
Recruiting & transitionsM&A & valuation
40
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC shrank from 205 to 156 advisory reps. IAPD ↗fund
$42.59B RAUM · 156 reps · 617-572-0693
Recruiting & transitionsM&A & valuation
40
BAIN CAPITAL VENTURES, LP shrank from 60 to 51 advisory reps. IAPD ↗fund
$9.74B RAUM · 51 reps · 617-516-2318
Recruiting & transitionsM&A & valuation
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. shrank from 150 to 139 advisory reps. IAPD ↗fund
$64.26B RAUM · 139 reps · 212-583-5000 · apple.co
Recruiting & transitionsM&A & valuation
40
KKR CREDIT ADVISORS (US) LLC shrank from 207 to 171 advisory reps. IAPD ↗fund
$230.10B RAUM · 171 reps · 415-315-3620 · kkr.com
Recruiting & transitionsM&A & valuation
40
PFM HEALTH SCIENCES, LP shrank from 10 to 8 advisory reps. IAPD ↗fund
$2.05B RAUM · 8 reps · 415-281-1000 · pfmhealthsciences.com
Recruiting & transitionsM&A & valuation
40
MPM BIOIMPACT shrank from 34 to 24 advisory reps. IAPD ↗fund
$3.39B RAUM · 24 reps · 617-425-9200
Recruiting & transitionsM&A & valuation
40
NATIONAL REAL ESTATE ADVISORS shrank from 32 to 20 advisory reps. IAPD ↗institutional
$0 RAUM · 20 reps · 202-496-3370
Recruiting & transitionsM&A & valuation
40
VARDE MANAGEMENT, L.P. shrank from 76 to 65 advisory reps. IAPD ↗fund
$17.98B RAUM · 65 reps · 212-321-3780 · varde.com
Recruiting & transitionsM&A & valuation
40
P. SCHOENFELD ASSET MANAGEMENT LP shrank from 12 to 8 advisory reps. IAPD ↗fund
$1.07B RAUM · 8 reps · 212-649-9500 · psam.com
Recruiting & transitionsM&A & valuation
40
LOOP CAPITAL ASSET MANAGEMENT shrank from 25 to 18 advisory reps. IAPD ↗fund
$9.85B RAUM · 18 reps · 305-379-2100 · loopcapital.com
Recruiting & transitionsM&A & valuation
40
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC shrank from 299 to 265 advisory reps. IAPD ↗fund
$112.27B RAUM · 265 reps · 212-458-6082 · corebridgefinancial.com
Recruiting & transitionsM&A & valuation
40
FIRST EAGLE ALTERNATIVE CREDIT, LLC shrank from 63 to 55 advisory reps. IAPD ↗fund
$16.82B RAUM · 55 reps · 617-848-2577 · firsteagle.com
Recruiting & transitionsM&A & valuation
40
TRILANTIC NORTH AMERICA shrank from 38 to 25 advisory reps. IAPD ↗fund
$7.73B RAUM · 25 reps · 212-607-8450 · trilanticpartners.com
Recruiting & transitionsM&A & valuation
40
ALTRUVISTA LLC shrank from 2 to 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 713-581-2440
Recruiting & transitionsM&A & valuation
40
SUN CAPITAL ADVISORS, L.P. shrank from 45 to 37 advisory reps. IAPD ↗fund
$6.17B RAUM · 37 reps · 561-394-0550
Recruiting & transitionsM&A & valuation
40
WCAS MANAGEMENT CORPORATION shrank from 65 to 45 advisory reps. IAPD ↗fund
$13.37B RAUM · 45 reps · 212-893-9500 · wcas.com
Recruiting & transitionsM&A & valuation
40
HCI EQUITY MANAGEMENT, L.P. shrank from 20 to 16 advisory reps. IAPD ↗fund
$1.43B RAUM · 16 reps · 202-371-0150
Recruiting & transitionsM&A & valuation
40
BRENTWOOD PRIVATE EQUITY, LLC shrank from 40 to 26 advisory reps. IAPD ↗fund
$3.32B RAUM · 26 reps · 310-477-6611
Recruiting & transitionsM&A & valuation
40
ROCKPOINT shrank from 53 to 46 advisory reps. IAPD ↗fund
$12.78B RAUM · 46 reps · 617-437-8400 · rockpoint.com
Recruiting & transitionsM&A & valuation
40
MAKENA CAPITAL MANAGEMENT, LLC shrank from 33 to 27 advisory reps. IAPD ↗fund
$23.92B RAUM · 27 reps · 650-926-0510
Recruiting & transitionsM&A & valuation
40
VISTA EQUITY PARTNERS MANAGEMENT, LLC shrank from 239 to 184 advisory reps. IAPD ↗fund
$100.08B RAUM · 184 reps · 415-765-6500 · vistaequitypartners.com
Recruiting & transitionsM&A & valuation
40
BGO US REAL ESTATE LP shrank from 41 to 32 advisory reps. IAPD ↗fund
$18.28B RAUM · 32 reps · 212-359-7800 · bgo.com
Recruiting & transitionsM&A & valuation
40
MONROE CAPITAL MANAGEMENT ADVISORS LLC shrank from 91 to 75 advisory reps. IAPD ↗fund
$16.03B RAUM · 75 reps · (312) 258-8300
Recruiting & transitionsM&A & valuation
40
ALPINE INVESTORS shrank from 102 to 68 advisory reps. IAPD ↗fund
$18.01B RAUM · 68 reps · 415-392-9100 · alpineinvestors.com
Recruiting & transitionsM&A & valuation
40
SOUND POINT CAPITAL MANAGEMENT, LP shrank from 76 to 71 advisory reps. IAPD ↗fund
$34.47B RAUM · 71 reps · (212) 895-2280
Recruiting & transitionsM&A & valuation
40
OLYMPUS CAPITAL HOLDINGS ASIA LLC shrank from 20 to 15 advisory reps. IAPD ↗fund
$1.29B RAUM · 15 reps · 201-888-1703 · olympuscap.com
Recruiting & transitionsM&A & valuation
40
C.M. CAPITAL ADVISORS, LLC shrank from 15 to 11 advisory reps. IAPD ↗fund
$2.19B RAUM · 11 reps · 650-566-6499
Recruiting & transitionsM&A & valuation
40
SIRIS CAPITAL GROUP, LLC shrank from 25 to 20 advisory reps. IAPD ↗fund
$5.39B RAUM · 20 reps · 212-231-0095 · siris.com
Recruiting & transitionsM&A & valuation
40
COATUE MANAGEMENT, L.L.C. shrank from 71 to 63 advisory reps. IAPD ↗fund
$69.52B RAUM · 63 reps · 212-715-5100 · coatue.com
Recruiting & transitionsM&A & valuation
40
HARRISON STREET ADVISORS, LLC shrank from 254 to 209 advisory reps. IAPD ↗fund
$19.96B RAUM · 209 reps · 312-920-0500 · harrisonst.com
Recruiting & transitionsM&A & valuation
40
PARALLAX VOLATILITY ADVISERS, L.P. shrank from 26 to 19 advisory reps. IAPD ↗fund
$8.93B RAUM · 19 reps · 415-445-6646 · parallaxfund.com
Recruiting & transitionsM&A & valuation
40
GREAT HILL PARTNERS shrank from 71 to 66 advisory reps. IAPD ↗fund
$11.68B RAUM · 66 reps · 617-790-9400
Recruiting & transitionsM&A & valuation
40
NWI MANAGEMENT LP shrank from 7 to 5 advisory reps. IAPD ↗fund
$3.14B RAUM · 5 reps · 212-297-2950
Recruiting & transitionsM&A & valuation
40
PALLADIUM EQUITY PARTNERS ADVISOR, LLC shrank from 29 to 24 advisory reps. IAPD ↗fund
$3.36B RAUM · 24 reps · 212-218-5150 · palladiumequity.com
Recruiting & transitionsM&A & valuation
40
BRIDGE INVESTMENT GROUP shrank from 310 to 300 advisory reps. IAPD ↗fund
$49.01B RAUM · 300 reps · 801-716-1463
Recruiting & transitionsM&A & valuation
40
ACON EQUITY MANAGEMENT L.L.C. shrank from 19 to 15 advisory reps. IAPD ↗fund
$5.22B RAUM · 15 reps · 202-454-1100
Recruiting & transitionsM&A & valuation
40
COLUMBIA CAPITAL shrank from 21 to 14 advisory reps. IAPD ↗fund
$6.78B RAUM · 14 reps · 703-519-2000 · colcap.com
Recruiting & transitionsM&A & valuation
40
TOWNSEND HOLDINGS LLC shrank from 81 to 70 advisory reps. IAPD ↗fund
$19.30B RAUM · 70 reps · 216-781-9090 · townsendgroup.com
Recruiting & transitionsM&A & valuation
40
ORIGAMI CAPITAL PARTNERS, LLC shrank from 17 to 13 advisory reps. IAPD ↗fund
$1.50B RAUM · 13 reps · 312-263-7800
Recruiting & transitionsM&A & valuation
40
MATRIX CAPITAL MANAGEMENT COMPANY, LP shrank from 10 to 8 advisory reps. IAPD ↗fund
$5.02B RAUM · 8 reps · 603-956-9145
Recruiting & transitionsM&A & valuation
40
LIONSTONE INVESTMENTS shrank from 57 to 42 advisory reps. IAPD ↗fund
$4.54B RAUM · 42 reps · 713-533-5860 · lionstoneinvestments.com
Recruiting & transitionsM&A & valuation
40
NUVEEN ALTERNATIVES ADVISORS LLC shrank from 42 to 28 advisory reps. IAPD ↗fund
$137.11B RAUM · 28 reps · 212-490-9000 · nuveen.com
Recruiting & transitionsM&A & valuation
40
NOVAQUEST CAPITAL MANAGEMENT, L.L.C. shrank from 25 to 17 advisory reps. IAPD ↗fund
$1.59B RAUM · 17 reps · 919-459-8620 · novaquest.com
Recruiting & transitionsM&A & valuation
40
THE RIVERSIDE COMPANY shrank from 127 to 111 advisory reps. IAPD ↗fund
$12.10B RAUM · 111 reps · 212-265-6575
Recruiting & transitionsM&A & valuation
40
AMERICAN SECURITIES LLC shrank from 109 to 94 advisory reps. IAPD ↗fund
$20.32B RAUM · 94 reps · 212 476-8000
Recruiting & transitionsM&A & valuation
40
H.I.G. CAPITAL, LLC shrank from 558 to 542 advisory reps. IAPD ↗fund
$63.64B RAUM · 542 reps · 305-379-2322 · hig.com
Recruiting & transitionsM&A & valuation
40
CARMEL PARTNERS shrank from 16 to 11 advisory reps. IAPD ↗fund
$7.53B RAUM · 11 reps · 415-273-2900 · carmelpartners.com
Recruiting & transitionsM&A & valuation
40
TZP MANAGEMENT ASSOCIATES, LLC shrank from 50 to 43 advisory reps. IAPD ↗fund
$2.49B RAUM · 43 reps · 212-398-0300
Recruiting & transitionsM&A & valuation
40
RESOURCE CAPITAL FUNDS shrank from 51 to 43 advisory reps. IAPD ↗fund
$1.83B RAUM · 43 reps · 720-946-1444
Recruiting & transitionsM&A & valuation
40
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC shrank from 143 to 121 advisory reps. IAPD ↗fund
$103.95B RAUM · 121 reps · 650-233-8120
Recruiting & transitionsM&A & valuation
40
FC CAPITAL MANAGEMENT LLC shrank from 17 to 12 advisory reps. IAPD ↗fund
$1.88B RAUM · 12 reps · 704-414-2880 · frontiergrowth.com
Recruiting & transitionsM&A & valuation
40
HUDSON HOUSING CAPITAL LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$6.14B RAUM · 3 reps · 212-218-4456 · hudsonhousing.com
Recruiting & transitionsM&A & valuation
40
ROSE SMART GROWTH INVESTMENT ADVISORS, LLC shrank from 55 to 49 advisory reps. IAPD ↗fund
$1.91B RAUM · 49 reps · 917-542-3600
Recruiting & transitionsM&A & valuation
40
MEADOW CAPITAL MANAGEMENT LLC shrank from 28 to 16 advisory reps. IAPD ↗fund
$4.96B RAUM · 16 reps · 212-317-1214 · meadowpartners.com
Recruiting & transitionsM&A & valuation
40
NORTHWOOD INVESTORS LLC shrank from 38 to 30 advisory reps. IAPD ↗fund
$10.58B RAUM · 30 reps · 303-293-7140 · northwoodinvestors.com
Recruiting & transitionsM&A & valuation
40
WALLEYE CAPITAL LLC shrank from 192 to 147 advisory reps. IAPD ↗fund
$47.29B RAUM · 147 reps · 952-345-5200 · walleyecapital.com
Recruiting & transitionsM&A & valuation
40
WESTBRIDGE CAPITAL US ADVISORS, LP shrank from 52 to 46 advisory reps. IAPD ↗fund
$7.55B RAUM · 46 reps · 650-645-6220 · westbridgecap.com
Recruiting & transitionsM&A & valuation
40
WILDCAT CAPITAL MANAGEMENT, LLC shrank from 15 to 11 advisory reps. IAPD ↗fund
$3.95B RAUM · 11 reps · 212-468-5100
Recruiting & transitionsM&A & valuation
40
137 VENTURES MANAGEMENT, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$5.63B RAUM · 8 reps · 415-513-5222
Recruiting & transitionsM&A & valuation
40
INTERMEDIATE CAPITAL GROUP, INC shrank from 90 to 51 advisory reps. IAPD ↗fund
$37.74B RAUM · 51 reps · 212-710-9650 · icgam.com
Recruiting & transitionsM&A & valuation
40
FORESITE CAPITAL shrank from 25 to 20 advisory reps. IAPD ↗fund
$3.18B RAUM · 20 reps · 415-877-4887
Recruiting & transitionsM&A & valuation
40
YIHENG CAPITAL MANAGEMENT, L.P. shrank from 10 to 3 advisory reps. IAPD ↗fund
$1.23B RAUM · 3 reps · 415-582-6360 · yihengcapital.com
Recruiting & transitionsM&A & valuation
40
FMB RETIREMENT SERVICES shrank from 6 to 4 advisory reps. IAPD ↗institutional
$135.2M RAUM · 4 reps · 805-446-4494 · fmbretirement.com
Recruiting & transitionsM&A & valuation
40
VANGUARD GLOBAL ADVISERS, LLC shrank from 105 to 84 advisory reps. IAPD ↗fund
$491.43B RAUM · 84 reps · 610-669-1000
Recruiting & transitionsM&A & valuation
40
KOSMOS MANAGEMENT LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$1.61B RAUM · 6 reps · 206-624-8111 · kosmosllc.com
Recruiting & transitionsM&A & valuation
40
STAR MOUNTAIN FUND MANAGEMENT, LLC shrank from 69 to 25 advisory reps. IAPD ↗fund
$3.96B RAUM · 25 reps · 212-810-9044
Recruiting & transitionsM&A & valuation
40
CETERA INVESTMENT MANAGEMENT LLC shrank from 13 to 9 advisory reps. IAPD ↗institutional
$0 RAUM · 9 reps · 310-257-7880 · cetera.com
Recruiting & transitionsM&A & valuation
40
THE PALISADES GROUP, LLC shrank from 17 to 11 advisory reps. IAPD ↗fund
$22.62B RAUM · 11 reps · 512-361-2148
Recruiting & transitionsM&A & valuation
40
SPRING LAKE EQUITY MANAGEMENT LLC shrank from 7 to 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 617-391-6341
Recruiting & transitionsM&A & valuation
40
MACK REAL ESTATE CREDIT STRATEGIES, L.P. shrank from 39 to 34 advisory reps. IAPD ↗fund
$1.42B RAUM · 34 reps · 212-484-0050 · mackregroup.com
Recruiting & transitionsM&A & valuation
40
CORMORANT ASSET MANAGEMENT, LP shrank from 6 to 3 advisory reps. IAPD ↗fund
$3.86B RAUM · 3 reps · 857-702-0370
Recruiting & transitionsM&A & valuation
40
THE WINDACRE PARTNERSHIP LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$9.66B RAUM · 4 reps · 713-623-7700 · windacre.com
Recruiting & transitionsM&A & valuation
40
GPB CAPITAL HOLDINGS, LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$1.05B RAUM · 2 reps · 212.235.2650
Recruiting & transitionsM&A & valuation
40
OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US shrank from 122 to 105 advisory reps. IAPD ↗fund
$17.86B RAUM · 105 reps · 646-376-3100 · omersinfrastructure.com
Recruiting & transitionsM&A & valuation
40
THL MANAGERS VII, LLC shrank from 99 to 90 advisory reps. IAPD ↗fund
$20.28B RAUM · 90 reps · 617-227-1050
Recruiting & transitionsM&A & valuation
40
BERENBERG ASSET MANAGEMENT LLC shrank from 10 to 8 advisory reps. IAPD ↗institutional
$32.9M RAUM · 8 reps · 646-949-9000
Recruiting & transitionsM&A & valuation
40
SQUAREPOINT OPS LLC shrank from 72 to 51 advisory reps. IAPD ↗fund
$182.23B RAUM · 51 reps · 646 868 1500 · squarepoint-capital.com
Recruiting & transitionsM&A & valuation
40
ACORE CAPITAL, LP shrank from 120 to 81 advisory reps. IAPD ↗fund
$19.12B RAUM · 81 reps · (415) 917-4400 · acorecapital.com
Recruiting & transitionsM&A & valuation
40
UPFRONT VENTURES shrank from 16 to 12 advisory reps. IAPD ↗fund
$3.33B RAUM · 12 reps · 310-785-5100
Recruiting & transitionsM&A & valuation
40
OPENGATE CAPITAL MANAGEMENT, LLC shrank from 30 to 20 advisory reps. IAPD ↗fund
$1.06B RAUM · 20 reps · 212-400-7400
Recruiting & transitionsM&A & valuation
40
BLACKSTONE PROPERTY ADVISORS L.P. shrank from 445 to 434 advisory reps. IAPD ↗fund
$73.62B RAUM · 434 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
WARWICK INVESTMENT GROUP, LLC shrank from 19 to 14 advisory reps. IAPD ↗fund
$1.80B RAUM · 14 reps · 405-607-3400
Recruiting & transitionsM&A & valuation
40
THEOREM shrank from 29 to 5 advisory reps. IAPD ↗fund
$1.68B RAUM · 5 reps · 646-214-8587 · pagaya.com
Recruiting & transitionsM&A & valuation
40
MOUNTAIN CAPITAL MANAGEMENT, LLC shrank from 9 to 6 advisory reps. IAPD ↗fund
$1.30B RAUM · 6 reps · 713-357-9660 · mountainlp.com
Recruiting & transitionsM&A & valuation
40
REDDING RIDGE ASSET MANAGEMENT LLC shrank from 41 to 33 advisory reps. IAPD ↗fund
$19.01B RAUM · 33 reps · (877) 256-7726
Recruiting & transitionsM&A & valuation
40
SCP INVESTMENT, LP shrank from 4 to 2 advisory reps. IAPD ↗fund
$1.19B RAUM · 2 reps · 925.253.1800 · scpinvestment.com
Recruiting & transitionsM&A & valuation
40
VARSITY HEALTHCARE PARTNERS shrank from 17 to 12 advisory reps. IAPD ↗fund
$1.80B RAUM · 12 reps · 310-564-2690 · varsityhealthcarepartners.com
Recruiting & transitionsM&A & valuation
40
MORNINGSTAR RESEARCH SERVICES LLC shrank from 139 to 128 advisory reps. IAPD ↗institutional
$0 RAUM · 128 reps · (312) 696-6000 · morningstar.com
Recruiting & transitionsM&A & valuation
40
DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$6.23B RAUM · 3 reps · (786) 577-3074 · daemoninvestments.com
Recruiting & transitionsM&A & valuation
40
GSA CAPITAL PARTNERS (NEW YORK) LP shrank from 7 to 5 advisory reps. IAPD ↗institutional
$88.9M RAUM · 5 reps · +1 917 210 0705 · gsacapital.com
Recruiting & transitionsM&A & valuation
40
BX REIT ADVISORS L.L.C. shrank from 492 to 421 advisory reps. IAPD ↗institutional
$0 RAUM · 421 reps · 212-583-5000 · spoti.fi
Recruiting & transitionsM&A & valuation
40
BC PARTNERS ADVISORS L.P. shrank from 55 to 31 advisory reps. IAPD ↗fund
$5.51B RAUM · 31 reps · 212-891-2880 · bcpartners.com
Recruiting & transitionsM&A & valuation
40
SOLE SOURCE CAPITAL LLC shrank from 24 to 19 advisory reps. IAPD ↗fund
$1.34B RAUM · 19 reps · (214) 617-4745 · solesourcecapital.com
Recruiting & transitionsM&A & valuation
40
TSPI, LP shrank from 13 to 10 advisory reps. IAPD ↗fund
$2.09B RAUM · 10 reps · (212) 625-5700
Recruiting & transitionsM&A & valuation
40
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC shrank from 45 to 34 advisory reps. IAPD ↗fund
$20.69B RAUM · 34 reps · 212-720-1000
Recruiting & transitionsM&A & valuation
40
AQUARIAN HOLDINGS MANAGEMENT LLC shrank from 30 to 17 advisory reps. IAPD ↗fund
$1.71B RAUM · 17 reps · 212-720-1000 · aquarianlp.com
Recruiting & transitionsM&A & valuation
40
PSG EQUITY L.L.C. shrank from 159 to 149 advisory reps. IAPD ↗fund
$28.36B RAUM · 149 reps · 617-544-8800 · psgequity.com
Recruiting & transitionsM&A & valuation
40
BRICKELL KEY ASSET MANAGEMENT LLC shrank from 8 to 4 advisory reps. IAPD ↗institutional
$130.0M RAUM · 4 reps · 866-443-1080
Recruiting & transitionsM&A & valuation
40
ANTARA CAPITAL LP shrank from 9 to 3 advisory reps. IAPD ↗fund
$1.08B RAUM · 3 reps · 646-762-8580 · antaracapital.com
Recruiting & transitionsM&A & valuation
40
CORTLAND INVESTMENT MANAGEMENT, LLC shrank from 123 to 83 advisory reps. IAPD ↗fund
$5.43B RAUM · 83 reps · 404-965-3988 · cortland.com
Recruiting & transitionsM&A & valuation
40
ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC shrank from 35 to 22 advisory reps. IAPD ↗fund
$2.78B RAUM · 22 reps · 212-696-0100
Recruiting & transitionsM&A & valuation
40
BOUNDARY CREEK ADVISORS LP shrank from 11 to 7 advisory reps. IAPD ↗fund
$1.76B RAUM · 7 reps · 212-503-6251 · boundarycreek.com
Recruiting & transitionsM&A & valuation
40
LESTE USA, LLC shrank from 9 to 7 advisory reps. IAPD ↗institutional
$121.5M RAUM · 7 reps · 305-929-9200
Recruiting & transitionsM&A & valuation
40
WESTCAP MANAGEMENT, LLC shrank from 20 to 16 advisory reps. IAPD ↗fund
$8.81B RAUM · 16 reps · 6466454356
Recruiting & transitionsM&A & valuation
40
TRIBE CAPITAL shrank from 14 to 11 advisory reps. IAPD ↗fund
$2.28B RAUM · 11 reps · (707) 653-5302
Recruiting & transitionsM&A & valuation
40
CINCTIVE CAPITAL MANAGEMENT LP shrank from 55 to 43 advisory reps. IAPD ↗fund
$3.10B RAUM · 43 reps · 332.208.6800 · cinctive.com
Recruiting & transitionsM&A & valuation
40
NZS CAPITAL LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$2.93B RAUM · 5 reps · 720-282-9746 · nzscapital.com
Recruiting & transitionsM&A & valuation
40
VARIANT shrank from 9 to 5 advisory reps. IAPD ↗fund
$1.16B RAUM · 5 reps · 580-952-9740
Recruiting & transitionsM&A & valuation
40
MODERN CAPITAL MANAGEMENT, CO. shrank from 7 to 4 advisory reps. IAPD ↗institutional
$100.8M RAUM · 4 reps · 843-892-0244 · moderncap.com
Recruiting & transitionsM&A & valuation
40
HINES CAPITAL ADVISORS LLC shrank from 430 to 415 advisory reps. IAPD ↗fund
$3.52B RAUM · 415 reps · 713-621-8000
Recruiting & transitionsM&A & valuation
40
SILVER HILL ENERGY PARTNERS, LP shrank from 22 to 10 advisory reps. IAPD ↗fund
$2.30B RAUM · 10 reps · 214-865-6555 · silverhillenergy.com
Recruiting & transitionsM&A & valuation
40
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC shrank from 247 to 201 advisory reps. IAPD ↗fund
$299.97B RAUM · 201 reps · 414-665-1444 · realestate.northwesternmutual.com
Recruiting & transitionsM&A & valuation
40
ALPHA SQUARE GROUP S, LLC shrank from 13 to 10 advisory reps. IAPD ↗fund
$1.06B RAUM · 10 reps · 347-334-0787
Recruiting & transitionsM&A & valuation
40
GREYLION PARTNERS LP shrank from 15 to 12 advisory reps. IAPD ↗fund
$2.32B RAUM · 12 reps · 646-475-3530
Recruiting & transitionsM&A & valuation
40
LEFT LANE CAPITAL shrank from 34 to 22 advisory reps. IAPD ↗fund
$2.66B RAUM · 22 reps · 929-419-5640 · leftlane.com
Recruiting & transitionsM&A & valuation
40
ECOFIN ADVISORS, LLC shrank from 18 to 1 advisory reps. IAPD ↗institutional
$94.5M RAUM · 1 reps · 913-981-1020 · tortoiseadvisors.com
Recruiting & transitionsM&A & valuation
40
SOLUM PARTNERS shrank from 22 to 16 advisory reps. IAPD ↗fund
$1.74B RAUM · 16 reps · 617-655-9750
Recruiting & transitionsM&A & valuation
40
SLATE ADVISORY SERVICE (US) LLC shrank from 98 to 78 advisory reps. IAPD ↗fund
$3.85B RAUM · 78 reps · 312-847-1480
Recruiting & transitionsM&A & valuation
40
DARK FOREST CAPITAL MANAGEMENT LP shrank from 13 to 7 advisory reps. IAPD ↗fund
$1.65B RAUM · 7 reps · 1-914-391-1549
Recruiting & transitionsM&A & valuation
40
GREENWOOD PINE PARTNERS shrank from 10 to 8 advisory reps. IAPD ↗institutional
$28.9M RAUM · 8 reps · 901-761-2474 · greenwoodpine.com
Recruiting & transitionsM&A & valuation
40
CAPITAL FOUR US INC. shrank from 8 to 6 advisory reps. IAPD ↗fund
$2.09B RAUM · 6 reps · 212-461-3730
Recruiting & transitionsM&A & valuation
40
AFFINIUS CAPITAL shrank from 285 to 279 advisory reps. IAPD ↗fund
$19.47B RAUM · 279 reps · 800-531-8182
Recruiting & transitionsM&A & valuation
40
GREENLAND CAPITAL MANAGEMENT LP shrank from 23 to 17 advisory reps. IAPD ↗fund
$1.50B RAUM · 17 reps · (212) 390-9577
Recruiting & transitionsM&A & valuation
40
BRIDGEPOINT LLC shrank from 24 to 18 advisory reps. IAPD ↗fund
$15.55B RAUM · 18 reps · 212-324-5200 · bridgepoint.eu
Recruiting & transitionsM&A & valuation
40
LLR MANAGEMENT HOLDCO, L.P. shrank from 55 to 39 advisory reps. IAPD ↗fund
$7.04B RAUM · 39 reps · 215-717-2900
Recruiting & transitionsM&A & valuation
40
CALVERT IMPACT ADVISORY SERVICES, LLC shrank from 10 to 8 advisory reps. IAPD ↗institutional
$174.6M RAUM · 8 reps · 1-800-248-0337 · calvertimpactcapital.org
Recruiting & transitionsM&A & valuation
40
WOLFE RESEARCH ADVISORS, LLC shrank from 145 to 120 advisory reps. IAPD ↗institutional
$25.0M RAUM · 120 reps · 646-845-0700
Recruiting & transitionsM&A & valuation
40
ELDA RIVER CAPITAL MANAGEMENT, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$1.96B RAUM · 8 reps · 346 614 4250
Recruiting & transitionsM&A & valuation
40
OBRA FUND MANAGEMENT, LLC shrank from 18 to 5 advisory reps. IAPD ↗institutional
$47.9M RAUM · 5 reps · 917-831-1000 · obrafunds.com
Recruiting & transitionsM&A & valuation
40
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC shrank from 20 to 13 advisory reps. IAPD ↗institutional
$135.8M RAUM · 13 reps · 203-340-8500
Recruiting & transitionsM&A & valuation
40
APOLLO S3 RIC MANAGEMENT, L.P. shrank from 2540 to 842 advisory reps. IAPD ↗institutional
$163.2M RAUM · 842 reps · 212-515-3200 · apollo.com
Recruiting & transitionsM&A & valuation
40
PROSPECT CREDIT REIT ADVISOR, LLC shrank from 50 to 9 advisory reps. IAPD ↗institutional
$3.0M RAUM · 9 reps · 561-285-4044
Recruiting & transitionsM&A & valuation
40
RAVEN CREDIT CAPITAL MANAGEMENT LLC shrank from 13 to 10 advisory reps. IAPD ↗fund
$1.32B RAUM · 10 reps · 212-966-7926 · ravencm.com
Recruiting & transitionsM&A & valuation
40
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC shrank from 72 to 29 advisory reps. IAPD ↗institutional
$0 RAUM · 29 reps · 213-244-0000 · tcw.com
Recruiting & transitionsM&A & valuation
38
CARLSON CAPITAL, L.P. shrank from 22 to 9 advisory reps. IAPD ↗fund
$266.2M RAUM · 9 reps · 214-932-9600 · carlsoncapital.com
Recruiting & transitionsM&A & valuation
38
MERCED CAPITAL, L.P. shrank from 9 to 6 advisory reps. IAPD ↗fund
$438.3M RAUM · 6 reps · 952-476-7200
Recruiting & transitionsM&A & valuation
38
RMWC shrank from 8 to 6 advisory reps. IAPD ↗fund
$690.4M RAUM · 6 reps · 917-675-5084 · rmwc.com
Recruiting & transitionsM&A & valuation
38
SAGE ADVISORS, LLC shrank from 14 to 9 advisory reps. IAPD ↗fund
$442.5M RAUM · 9 reps · 212-850-4260
Recruiting & transitionsM&A & valuation
38
NEWPORT INVESTMENT MANAGEMENT, LLC shrank from 15 to 12 advisory reps. IAPD ↗fund
$582.6M RAUM · 12 reps · 312-724-7031
Recruiting & transitionsM&A & valuation
38
AMERRA CAPITAL MANAGEMENT, LLC shrank from 11 to 7 advisory reps. IAPD ↗fund
$664.5M RAUM · 7 reps · 212-710-8033, 212-843-8927
Recruiting & transitionsM&A & valuation
38
ALTERNA CAPITAL PARTNERS LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$363.3M RAUM · 3 reps · 203-210-7333 · alternacapital.com
Recruiting & transitionsM&A & valuation
38
LNK PARTNERS, LLC shrank from 5 to 1 advisory reps. IAPD ↗fund
$666.7M RAUM · 1 reps · 914-824-5900 · lnkpartners.com
Recruiting & transitionsM&A & valuation
38
CASTLE HARLAN, INC. shrank from 14 to 11 advisory reps. IAPD ↗fund
$471.1M RAUM · 11 reps · 212-644-8600 · castleharlan.com
Recruiting & transitionsM&A & valuation
38
DECCAN VALUE INVESTORS L.P. shrank from 7 to 2 advisory reps. IAPD ↗fund
$913.9M RAUM · 2 reps · 203-983-7200 · deccanvalue.com
Recruiting & transitionsM&A & valuation
38
HARREN EQUITY PARTNERS, LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$453.9M RAUM · 5 reps · 434-245-5800 · harrenequity.com
Recruiting & transitionsM&A & valuation
38
STERLING FUND MANAGEMENT, LLC shrank from 24 to 10 advisory reps. IAPD ↗fund
$351.9M RAUM · 10 reps · 312-465-7000
Recruiting & transitionsM&A & valuation
38
CW INDUSTRIAL PARTNERS, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$293.4M RAUM · 8 reps · 216-781-3233 · pe4fams.com
Recruiting & transitionsM&A & valuation
38
ICV PARTNERS, LLC shrank from 15 to 11 advisory reps. IAPD ↗fund
$802.5M RAUM · 11 reps · 212 455-9600 · icvpartners.com
Recruiting & transitionsM&A & valuation
38
PRESIDIO INVESTORS LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$984.8M RAUM · 7 reps · 512-772-1725 · presidioinvestors.com
Recruiting & transitionsM&A & valuation
38
NEWSTONE CAPITAL PARTNERS, LLC shrank from 11 to 8 advisory reps. IAPD ↗fund
$808.8M RAUM · 8 reps · 214-753-4300 · newstone.com
Recruiting & transitionsM&A & valuation
38
DISRUPTIVE TECHNOLOGY ADVISERS LLC shrank from 10 to 3 advisory reps. IAPD ↗fund
$849.3M RAUM · 3 reps · (424) 205-6850 · disruptive.tech
Recruiting & transitionsM&A & valuation
38
CWS CAPITAL PARTNERS LLC shrank from 51 to 24 advisory reps. IAPD ↗fund
$274.3M RAUM · 24 reps · 800-466-0020
Recruiting & transitionsM&A & valuation
38
SPRING LAKE EQUITY GP LLC shrank from 5 to 2 advisory reps. IAPD ↗fund
$295.0M RAUM · 2 reps · 617 391 6341 · springlakeequitypartners.com
Recruiting & transitionsM&A & valuation
38
OAKWOOD REAL ESTATE PARTNERS, LLC shrank from 7 to 4 advisory reps. IAPD ↗fund
$497.4M RAUM · 4 reps · 303-595-7679
Recruiting & transitionsM&A & valuation
38
PETROCAP, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$807.5M RAUM · 6 reps · 214-871-7967 · aplomadopartners.com
Recruiting & transitionsM&A & valuation
38
THAYER STREET PARTNERS MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$913.6M RAUM · 4 reps · 212-256-8740 · thayerstreet.com
Recruiting & transitionsM&A & valuation
38
ADVANTAGE CAPITAL shrank from 110 to 95 advisory reps. IAPD ↗fund
$794.6M RAUM · 95 reps · 504-522-4850 · advantagecap.com
Recruiting & transitionsM&A & valuation
38
STERLING BAY CAPITAL ADVISERS, LLC shrank from 38 to 33 advisory reps. IAPD ↗fund
$382.9M RAUM · 33 reps · 312-466-4100
Recruiting & transitionsM&A & valuation
38
CRESCENT PARK MANAGEMENT, L.P. shrank from 6 to 4 advisory reps. IAPD ↗fund
$352.4M RAUM · 4 reps · 650-285-4300
Recruiting & transitionsM&A & valuation
38
WELTON INVESTMENT PARTNERS LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$387.9M RAUM · 8 reps · 831-626-5190 · welton.com
Recruiting & transitionsM&A & valuation
38
TEZA CAPITAL MANAGEMENT LLC shrank from 45 to 40 advisory reps. IAPD ↗fund
$752.5M RAUM · 40 reps · 312-768-1650 · tezacapital.com
Recruiting & transitionsM&A & valuation
38
JUNIPER CAPITAL ADVISORS, L.P. shrank from 18 to 12 advisory reps. IAPD ↗fund
$719.1M RAUM · 12 reps · 713-335-4700 · juncap.com
Recruiting & transitionsM&A & valuation
38
AMHERST CAPITAL MANAGEMENT LLC shrank from 14 to 9 advisory reps. IAPD ↗fund
$782.6M RAUM · 9 reps · 212-593-6020
Recruiting & transitionsM&A & valuation
38
LION POINT CAPITAL, LP shrank from 4 to 2 advisory reps. IAPD ↗fund
$410.3M RAUM · 2 reps · 212-356-6200 · lionpoint.com
Recruiting & transitionsM&A & valuation
38
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC shrank from 11 to 5 advisory reps. IAPD ↗fund
$773.4M RAUM · 5 reps · 971-352-8430
Recruiting & transitionsM&A & valuation
38
IKARIAN CAPITAL shrank from 5 to 3 advisory reps. IAPD ↗fund
$559.8M RAUM · 3 reps · 214-276-0670
Recruiting & transitionsM&A & valuation
38
CENTURY EQUITY PARTNERS LLC shrank from 7 to 2 advisory reps. IAPD ↗fund
$480.3M RAUM · 2 reps · 617-863-2950 · cepfunds.com
Recruiting & transitionsM&A & valuation
38
FORT BAKER CAPITAL MANAGEMENT LP shrank from 7 to 5 advisory reps. IAPD ↗fund
$820.9M RAUM · 5 reps · 415-306-5508 · fortbakercapital.com
Recruiting & transitionsM&A & valuation
38
ASTRA CAPITAL MANAGEMENT LLC shrank from 13 to 10 advisory reps. IAPD ↗fund
$296.0M RAUM · 10 reps · 202-516-5050 · astracapitalmgmt.com
Recruiting & transitionsM&A & valuation
38
STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP shrank from 10 to 8 advisory reps. IAPD ↗fund
$620.8M RAUM · 8 reps · 626-437-2771
Recruiting & transitionsM&A & valuation
38
ARROWROOT CAPITAL MANAGEMENT, LLC shrank from 10 to 7 advisory reps. IAPD ↗fund
$593.9M RAUM · 7 reps · 310-566-5966
Recruiting & transitionsM&A & valuation
38
STONECOURT CAPITAL LP shrank from 9 to 7 advisory reps. IAPD ↗fund
$439.7M RAUM · 7 reps · 212-430-2200 · stonecourtlp.com
Recruiting & transitionsM&A & valuation
38
ALTERA PRIVATE ACCESS, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$411.8M RAUM · 4 reps · 404-537-2759
Recruiting & transitionsM&A & valuation
38
325 FILLMORE LLC shrank from 4 to 1 advisory reps. IAPD ↗fund
$714.5M RAUM · 1 reps · 303-398-2950
Recruiting & transitionsM&A & valuation
38
FINTECH COLLECTIVE MANAGEMENT LLC shrank from 14 to 11 advisory reps. IAPD ↗fund
$771.1M RAUM · 11 reps · 862-370-9344
Recruiting & transitionsM&A & valuation
38
QVR ADVISORS shrank from 7 to 3 advisory reps. IAPD ↗fund
$391.4M RAUM · 3 reps · 510-684-8343 · qvradvisors.com
Recruiting & transitionsM&A & valuation
38
BUILDGROUP MANAGEMENT shrank from 7 to 3 advisory reps. IAPD ↗fund
$537.0M RAUM · 3 reps · 917-268-4294
Recruiting & transitionsM&A & valuation
38
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC shrank from 7 to 4 advisory reps. IAPD ↗fund
$985.0M RAUM · 4 reps · 650-656-9673 · oliveam.com
Recruiting & transitionsM&A & valuation
38
PARALLAXES CAPITAL shrank from 3 to 1 advisory reps. IAPD ↗fund
$499.5M RAUM · 1 reps · 217-255-3906 · plxcap.com
Recruiting & transitionsM&A & valuation
38
3L CAPITAL MANAGEMENT, LLC shrank from 9 to 3 advisory reps. IAPD ↗fund
$850.7M RAUM · 3 reps · (424) 208 - 3379 · 3lcap.com
Recruiting & transitionsM&A & valuation
38
AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC shrank from 38 to 31 advisory reps. IAPD ↗fund
$602.7M RAUM · 31 reps · 214 253 6000 · aecomcanyon.com
Recruiting & transitionsM&A & valuation
38
GROUNDFORCE CAPITAL MANAGEMENT, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$503.5M RAUM · 6 reps · 415-384-8255
Recruiting & transitionsM&A & valuation
38
ACHIEVE PARTNERS MANAGEMENT, LLC shrank from 14 to 8 advisory reps. IAPD ↗fund
$722.3M RAUM · 8 reps · 332-400-1140 · achievepartners.com
Recruiting & transitionsM&A & valuation
38
WEATHERFORD CAPITAL MANAGEMENT shrank from 13 to 10 advisory reps. IAPD ↗fund
$927.7M RAUM · 10 reps · (813) 443-0499
Recruiting & transitionsM&A & valuation
38
XEBEC ASSET MANAGEMENT, LLC shrank from 38 to 33 advisory reps. IAPD ↗fund
$379.0M RAUM · 33 reps · (469) 687-3184 · xebecrealty.com
Recruiting & transitionsM&A & valuation
38
SILTSTONE CAPITAL, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$332.3M RAUM · 8 reps · 713-375-9200
Recruiting & transitionsM&A & valuation
38
BITKRAFT VENTURES MANAGEMENT, LLC shrank from 17 to 10 advisory reps. IAPD ↗fund
$993.5M RAUM · 10 reps · 650-690-1968 · bitkraft.vc
Recruiting & transitionsM&A & valuation
38
CLOSED LOOP CAPITAL MANAGEMENT shrank from 17 to 13 advisory reps. IAPD ↗fund
$477.1M RAUM · 13 reps · 646-475-0201
Recruiting & transitionsM&A & valuation
38
O'NEIL GLOBAL ADVISORS, INC. shrank from 14 to 8 advisory reps. IAPD ↗fund
$367.7M RAUM · 8 reps · 310-448-6800 · oneilglobaladvisors.com
Recruiting & transitionsM&A & valuation
38
INCLUSIVE CAPITAL PARTNERS, L.P. shrank from 8 to 3 advisory reps. IAPD ↗fund
$662.3M RAUM · 3 reps · 708-302-0775 · in-cap.com
Recruiting & transitionsM&A & valuation
38
VOLOFIN CAPITAL MANAGEMENT shrank from 20 to 3 advisory reps. IAPD ↗fund
$889.9M RAUM · 3 reps · (646) 866-6997 · volofin.com
Recruiting & transitionsM&A & valuation
38
FULL IN PARTNERS shrank from 8 to 6 advisory reps. IAPD ↗fund
$299.6M RAUM · 6 reps · 469-955-5953 · fullin.com
Recruiting & transitionsM&A & valuation
38
AON ADVANTAGE FUNDS LLC shrank from 11 to 8 advisory reps. IAPD ↗fund
$268.0M RAUM · 8 reps · 312-381-0132 · aon.com
Recruiting & transitionsM&A & valuation
38
CLEAR SKY ADVISERS, LLC shrank from 5 to 2 advisory reps. IAPD ↗fund
$514.5M RAUM · 2 reps · 713-263-3300 · clearskycarbonsolutions.com
Recruiting & transitionsM&A & valuation
38
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. shrank from 18 to 12 advisory reps. IAPD ↗fund
$355.5M RAUM · 12 reps · 713-335-4700 · juncap.com
Recruiting & transitionsM&A & valuation
38
P10 ADVISORS, LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$297.6M RAUM · 1 reps · 214-999-6063
Recruiting & transitionsM&A & valuation
38
ARCHITECT CAPITAL CORP. shrank from 8 to 6 advisory reps. IAPD ↗fund
$510.8M RAUM · 6 reps · 650-769-7630 · architect.com
Recruiting & transitionsM&A & valuation
38
REPUBLIC CAPITAL shrank from 5 to 2 advisory reps. IAPD ↗fund
$537.7M RAUM · 2 reps · 5853600717 · republiccapital.co
Recruiting & transitionsM&A & valuation
38
CADEN CAPITAL PARTNERS, LP shrank from 3 to 1 advisory reps. IAPD ↗fund
$486.4M RAUM · 1 reps · 424-426-5126 · cadencp.com
Recruiting & transitionsM&A & valuation
38
L2 POINT MANAGEMENT LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$589.5M RAUM · 3 reps · (919) 452-0172 · l2-point.com
Recruiting & transitionsM&A & valuation
38
GENERATE CAPITAL ADVISORS, PB LLC shrank from 74 to 61 advisory reps. IAPD ↗fund
$755.0M RAUM · 61 reps · 415-360-3063
Recruiting & transitionsM&A & valuation
38
GUARDIAN CAPITAL PARTNERS shrank from 16 to 12 advisory reps. IAPD ↗fund
$528.6M RAUM · 12 reps · 610-263-0100 · guardiancp.com
Recruiting & transitionsM&A & valuation
38
ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$510.5M RAUM · 7 reps · 646-757-1310
Recruiting & transitionsM&A & valuation
38
ABRY PARTNERS III, LLC shrank from 62 to 50 advisory reps. IAPD ↗fund
$515.1M RAUM · 50 reps · (617) 859-2959 · abry.com
Recruiting & transitionsM&A & valuation
38
FIFTH PARTNERS MANAGEMENT, LLC shrank from 15 to 7 advisory reps. IAPD ↗fund
$279.4M RAUM · 7 reps · 214-492-5863 · archenergypartners.com
Recruiting & transitionsM&A & valuation
38
C CUBED CAPITAL PARTNERS, LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$444.4M RAUM · 3 reps · 561-576-9145 · ccubedcapitalpartners.com
Recruiting & transitionsM&A & valuation
38
ONE FUNDS, LLC shrank from 13 to 6 advisory reps. IAPD ↗fund
$507.2M RAUM · 6 reps · 719-445-5050
Recruiting & transitionsM&A & valuation
35
BEAR STEARNS ASSET MANAGEMENT INC. shrank from 6 to 4 advisory reps. IAPD ↗fund
$0 RAUM · 4 reps · 212-648-2772
Recruiting & transitionsM&A & valuation
35
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. shrank from 248 to 211 advisory reps. IAPD ↗fund
$147,753 RAUM · 211 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
35
HARVEST CAPITAL STRATEGIES LLC shrank from 56 to 49 advisory reps. IAPD ↗fund
$1.1M RAUM · 49 reps · (415) 835-3900
Recruiting & transitionsM&A & valuation
35
WAYZATA INVESTMENT PARTNERS LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$45.8M RAUM · 3 reps · 952-345-0700
Recruiting & transitionsM&A & valuation
35
SVOF/MM, LLC shrank from 19 to 1 advisory reps. IAPD ↗fund
$117.8M RAUM · 1 reps · 310 566 1000 · blackrock.com
Recruiting & transitionsM&A & valuation
35
BLACKSTONE REAL ESTATE ADVISORS V L.P. shrank from 247 to 210 advisory reps. IAPD ↗fund
$94.9M RAUM · 210 reps · 212-583-5000 · spoti.fi
Recruiting & transitionsM&A & valuation
35
RIVERROCK ASSET MANAGEMENT LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$126.0M RAUM · 5 reps · 713-375-1300 · riverrockam.com
Recruiting & transitionsM&A & valuation
35
MICROVEST CAPITAL MANAGEMENT shrank from 6 to 3 advisory reps. IAPD ↗fund
$169.7M RAUM · 3 reps · 202-450-1630
Recruiting & transitionsM&A & valuation
35
SQN CAPITAL MANAGEMENT, LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$75.4M RAUM · 1 reps · (212) 422-2166 · sqncapital.com
Recruiting & transitionsM&A & valuation
35
ACUTA CAPITAL PARTNERS, LLC shrank from 6 to 3 advisory reps. IAPD ↗fund
$154.3M RAUM · 3 reps · 650-486-0508 · acutacapital.com
Recruiting & transitionsM&A & valuation
35
THREE BRIDGES CAPITAL, LP shrank from 5 to 3 advisory reps. IAPD ↗fund
$97.5M RAUM · 3 reps · 212-523-9700 · threebridgescap.com
Recruiting & transitionsM&A & valuation
35
MIURA GLOBAL MANAGEMENT, LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$175.0M RAUM · 2 reps · 212-984-8832
Recruiting & transitionsM&A & valuation
35
CENTERFIELD CAPITAL PARTNERS shrank from 4 to 0 advisory reps. IAPD ↗fund
$125.2M RAUM · 0 reps · 317-237-2323 · centerfieldcapital.com
Recruiting & transitionsM&A & valuation
35
RLJ EQUITY PARTNERS, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$155.1M RAUM · 6 reps · 240-744-7856
Recruiting & transitionsM&A & valuation
35
ACON INVESTMENTS MANAGEMENT, LLC shrank from 10 to 4 advisory reps. IAPD ↗fund
$170.6M RAUM · 4 reps · 202-454-1100 · aconinvestments.com
Recruiting & transitionsM&A & valuation
35
ROCK HILL CAPITAL shrank from 5 to 3 advisory reps. IAPD ↗fund
$228.0M RAUM · 3 reps · 713-715-7510 · rockhillcap.com
Recruiting & transitionsM&A & valuation
35
RAVEN CAPITAL MANAGEMENT LLC shrank from 13 to 10 advisory reps. IAPD ↗fund
$157.9M RAUM · 10 reps · 212-966-7926
Recruiting & transitionsM&A & valuation
35
COLTRANE ASSET MANAGEMENT, L.P. shrank from 8 to 5 advisory reps. IAPD ↗fund
$249.7M RAUM · 5 reps · 212.259.6042 · coltraneam.com
Recruiting & transitionsM&A & valuation
35
PURA VIDA INVESTMENTS, LLC shrank from 6 to 1 advisory reps. IAPD ↗fund
$124.8M RAUM · 1 reps · (646) 757-2180 · puravidainvestments.com
Recruiting & transitionsM&A & valuation
35
CATHAY CAPITAL NA, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$104.8M RAUM · 4 reps · 212-858-9020 · cathaycapital.com
Recruiting & transitionsM&A & valuation
35
TUATARA CAPITAL, L.P. shrank from 8 to 5 advisory reps. IAPD ↗fund
$137.1M RAUM · 5 reps · (203) 985-9935 · tuataracapital.com
Recruiting & transitionsM&A & valuation
35
KINGFISH CAPITAL PARTNERS LLC shrank from 41 to 35 advisory reps. IAPD ↗fund
$212.4M RAUM · 35 reps · 650-980-0200
Recruiting & transitionsM&A & valuation
35
MBF HEALTHCARE MANAGEMENT II, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$210.8M RAUM · 6 reps · 305-476-5161 · mbfhp.com
Recruiting & transitionsM&A & valuation
35
STRUCK CAPITAL MANAGEMENT LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$139.9M RAUM · 5 reps · 561-289-0486 · struckcapital.com
Recruiting & transitionsM&A & valuation
35
TRILINC GLOBAL ADVISORS, LLC shrank from 14 to 11 advisory reps. IAPD ↗fund
$207.7M RAUM · 11 reps · 310-997-0580
Recruiting & transitionsM&A & valuation
35
MERIDA CAPITAL HOLDINGS LLC shrank from 13 to 9 advisory reps. IAPD ↗fund
$211.1M RAUM · 9 reps · 212-210-1890
Recruiting & transitionsM&A & valuation
35
SEVEN CANYONS ADVISORS, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$121.6M RAUM · 4 reps · 801-349-2718 · sevencanyonsadvisors.com
Recruiting & transitionsM&A & valuation
35
HONDIUS CAPITAL MANAGEMENT, LP shrank from 5 to 3 advisory reps. IAPD ↗fund
$155.7M RAUM · 3 reps · 203-930-2200
Recruiting & transitionsM&A & valuation
35
WHITNEY PEAK CAPITAL, LP shrank from 3 to 1 advisory reps. IAPD ↗fund
$80.2M RAUM · 1 reps · 617-646-4740
Recruiting & transitionsM&A & valuation
35
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$163.1M RAUM · 1 reps · 510-877-0805 · authentic-ventures.com
Recruiting & transitionsM&A & valuation
35
KINZIE CAPITAL PARTNERS shrank from 8 to 6 advisory reps. IAPD ↗fund
$196.3M RAUM · 6 reps · 312-809-2490
Recruiting & transitionsM&A & valuation
35
LYNX CAPITAL, LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$195.9M RAUM · 3 reps · 770-448-7047 · lynxcapitalfunds.com
Recruiting & transitionsM&A & valuation
35
272 CAPITAL LP shrank from 6 to 3 advisory reps. IAPD ↗fund
$141.9M RAUM · 3 reps · 214-556-2465
Recruiting & transitionsM&A & valuation
35
FLIGHT DECK CAPITAL, LP shrank from 4 to 2 advisory reps. IAPD ↗fund
$234.7M RAUM · 2 reps · 415-728-9037 · flightdeckcap.com
Recruiting & transitionsM&A & valuation
35
MONACHIL CAPITAL PARTNERS LP shrank from 7 to 4 advisory reps. IAPD ↗fund
$65.9M RAUM · 4 reps · (212) 393-4120
Recruiting & transitionsM&A & valuation
35
BLUEPRINT LOCAL LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$196.9M RAUM · 2 reps · 404-281-1254 · blueprint-local.com
Recruiting & transitionsM&A & valuation
35
AJOVISTA shrank from 10 to 6 advisory reps. IAPD ↗fund
$190.0M RAUM · 6 reps · 413-419-0828 · ajovista.com
Recruiting & transitionsM&A & valuation
35
SORTIS FUND MANAGER, LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$193.8M RAUM · 2 reps · 503-512-5432 · sortis.com
Recruiting & transitionsM&A & valuation
35
SHIMA CAPITAL MANAGEMENT LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$164.6M RAUM · 6 reps · 808-301-2963 · shima.capital
Recruiting & transitionsM&A & valuation
35
LONETREE CAPITAL, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$220.2M RAUM · 6 reps · 212-844-9150
Recruiting & transitionsM&A & valuation
35
PRIMESTOR INVESTMENT MANAGEMENT, LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$238.8M RAUM · 7 reps · (310) 652-1177
Recruiting & transitionsM&A & valuation
35
SUNSTONE ADVISORS, LLC shrank from 10 to 7 advisory reps. IAPD ↗fund
$95.6M RAUM · 7 reps · 949-771-1764 · sunstoneadvisor.com
Recruiting & transitionsM&A & valuation
35
GLOBAL DELTA CAPITAL, LLC shrank from 5 to 2 advisory reps. IAPD ↗fund
$144.0M RAUM · 2 reps · 617-430-5460 · globaldeltacapital.com
Recruiting & transitionsM&A & valuation
35
GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$14.9M RAUM · 5 reps · 305-515-5878 · galapagoscapital.us
Recruiting & transitionsM&A & valuation
35
C4M GLOBAL ADVISORS LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$10.7M RAUM · 2 reps · 888-336-8402 · c4m.com
Recruiting & transitionsM&A & valuation
35
WALK-ON CAPITAL, LLC shrank from 6 to 3 advisory reps. IAPD ↗fund
$142.3M RAUM · 3 reps · 970-948-2311 · walk-oncapital.com
Recruiting & transitionsM&A & valuation
35
RAVEN MUSIC PARTNERS LLC shrank from 13 to 10 advisory reps. IAPD ↗fund
$248.5M RAUM · 10 reps · 212-966-7926
Recruiting & transitionsM&A & valuation
25
PICTET ASSET MANAGEMENT LIMITED shrank from 128 to 115 advisory reps. IAPD ↗foreign
$21.40B RAUM · 115 reps · -8427
Recruiting & transitionsM&A & valuation
25
BARING INTERNATIONAL INVESTMENT LTD shrank from 176 to 170 advisory reps. IAPD ↗foreign
$17.06B RAUM · 170 reps · +44(0)20-7628-6000
Recruiting & transitionsM&A & valuation
25
INVESCO ASSET MANAGEMENT LTD. shrank from 246 to 197 advisory reps. IAPD ↗foreign
$111.41B RAUM · 197 reps · 441491417000
Recruiting & transitionsM&A & valuation
25
GAM INTERNATIONAL MANAGEMENT LIMITED shrank from 45 to 14 advisory reps. IAPD ↗foreign
$13.55B RAUM · 14 reps · 44-20-7493-9990
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED shrank from 69 to 63 advisory reps. IAPD ↗foreign
$14.79B RAUM · 63 reps · 44(0)131 473 2200 · stewartinvestors.com
Recruiting & transitionsM&A & valuation
25
CREDIT SUISSE ASSET MANAGEMENT LIMITED shrank from 12 to 2 advisory reps. IAPD ↗foreign
$9.74B RAUM · 2 reps · +44 20 7888 8888 · ubs.com
Recruiting & transitionsM&A & valuation
25
RATHBONES shrank from 528 to 512 advisory reps. IAPD ↗foreign
$67.01B RAUM · 512 reps · +44-151 236 6666
Recruiting & transitionsM&A & valuation
25
INVESCO shrank from 104 to 7 advisory reps. IAPD ↗foreign
$18.30B RAUM · 7 reps · 1-800-874-6275
Recruiting & transitionsM&A & valuation
25
VONTOBEL SWISS FINANCIAL ADVISERS shrank from 84 to 78 advisory reps. IAPD ↗foreign
$9.28B RAUM · 78 reps · -2388128 · vontobelsfa.com
Recruiting & transitionsM&A & valuation
25
ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED shrank from 38 to 29 advisory reps. IAPD ↗foreign
$10.24B RAUM · 29 reps · -8275 · allspringglobal.com
Recruiting & transitionsM&A & valuation
25
NEPHILA CAPITAL LTD. shrank from 12 to 9 advisory reps. IAPD ↗foreign
$11.42B RAUM · 9 reps · 441-296-3626
Recruiting & transitionsM&A & valuation
25
FIERA CAPITAL (UK) LIMITED shrank from 26 to 14 advisory reps. IAPD ↗foreign
$2.80B RAUM · 14 reps · +44 (0)20 7518 2100
Recruiting & transitionsM&A & valuation
25
FULCRUM ASSET MANAGEMENT LLP shrank from 44 to 37 advisory reps. IAPD ↗foreign
$29.05B RAUM · 37 reps · 44-20-7016-6450 · fulcrumasset.com
Recruiting & transitionsM&A & valuation
25
WFM ASIA (HK) LIMITED shrank from 8 to 6 advisory reps. IAPD ↗foreign
$3.20B RAUM · 6 reps · 852-2581-2500 · wfmasia.com
Recruiting & transitionsM&A & valuation
25
DWS INVESTMENTS HONG KONG LIMITED shrank from 20 to 16 advisory reps. IAPD ↗foreign
$2.41B RAUM · 16 reps · 852-2203-8888 · etf.dws.com
Recruiting & transitionsM&A & valuation
25
PICTET ASSET MANAGEMENT SA shrank from 227 to 198 advisory reps. IAPD ↗foreign
$276.68B RAUM · 198 reps · -3673 · am.pictet.com
Recruiting & transitionsM&A & valuation
25
INVESCO ASSET MANAGEMENT DEUTSCHLAND GMBH shrank from 37 to 29 advisory reps. IAPD ↗foreign
$30.97B RAUM · 29 reps · +49 69 29 807 239 · invesco.de
Recruiting & transitionsM&A & valuation
25
EASTSPRING INVESTMENTS (SINGAPORE) LIMITED shrank from 143 to 138 advisory reps. IAPD ↗foreign
$121.72B RAUM · 138 reps · (65) 6349 9100
Recruiting & transitionsM&A & valuation
25
BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP shrank from 1338 to 1007 advisory reps. IAPD ↗foreign
$124.06B RAUM · 1007 reps · 416-363-9491 · brookfield.com
Recruiting & transitionsM&A & valuation
25
HERMES INVESTMENT MANAGEMENT LIMITED shrank from 127 to 114 advisory reps. IAPD ↗foreign
$24.90B RAUM · 114 reps · +44 207 702 0888
Recruiting & transitionsM&A & valuation
25
HARVEST GLOBAL INVESTMENTS LIMITED shrank from 15 to 10 advisory reps. IAPD ↗foreign
$4.25B RAUM · 10 reps · 852 3913 3333
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS shrank from 76 to 55 advisory reps. IAPD ↗foreign
$66.48B RAUM · 55 reps · 61 2 9010 5200 · stewartinvestors.com
Recruiting & transitionsM&A & valuation
25
EVELYN PARTNERS ASSET MANAGEMENT LIMITED shrank from 154 to 29 advisory reps. IAPD ↗foreign
$1.21B RAUM · 29 reps · 00442071314000 · usa.evelyn.com
Recruiting & transitionsM&A & valuation
25
ALCENTRA LIMITED shrank from 55 to 49 advisory reps. IAPD ↗foreign
$19.06B RAUM · 49 reps · 02033983200
Recruiting & transitionsM&A & valuation
25
MARBLE BAR ASSET MANAGEMENT LLP shrank from 42 to 24 advisory reps. IAPD ↗foreign
$2.08B RAUM · 24 reps · 44 (0) 20 3023 8100 · marblebar.com
Recruiting & transitionsM&A & valuation
25
ONEX PARTNERS MANAGER LP shrank from 58 to 50 advisory reps. IAPD ↗foreign
$20.64B RAUM · 50 reps · 416-362-7711
Recruiting & transitionsM&A & valuation
25
ABRDN INVESTMENTS LIMITED shrank from 354 to 322 advisory reps. IAPD ↗foreign
$176.03B RAUM · 322 reps · 44 1313729444
Recruiting & transitionsM&A & valuation
25
WELLINGTON MANAGEMENT HONG KONG LIMITED shrank from 34 to 23 advisory reps. IAPD ↗foreign
$11.79B RAUM · 23 reps · 852-2846-6000
Recruiting & transitionsM&A & valuation
25
STAFFORD CAPITAL PARTNERS LIMITED shrank from 42 to 29 advisory reps. IAPD ↗foreign
$6.47B RAUM · 29 reps · -6943
Recruiting & transitionsM&A & valuation
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY shrank from 68 to 46 advisory reps. IAPD ↗foreign
$2.18B RAUM · 46 reps · -23155876 · fosuncapital.com
Recruiting & transitionsM&A & valuation
25
RV CAPITAL MANAGEMENT PRIVATE LTD shrank from 17 to 13 advisory reps. IAPD ↗foreign
$1.81B RAUM · 13 reps · -13761 · rvcapital.com
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS (UK) FUNDS LIMITED shrank from 69 to 63 advisory reps. IAPD ↗foreign
$16.42B RAUM · 63 reps · 44-207-332-6500 · firstsentierinvestors.com
Recruiting & transitionsM&A & valuation
25
HOSKING PARTNERS LLP shrank from 6 to 4 advisory reps. IAPD ↗foreign
$5.49B RAUM · 4 reps · +44 20 7004 7850 · hoskingpartners.com
Recruiting & transitionsM&A & valuation
25
G10 CAPITAL LIMITED shrank from 63 to 58 advisory reps. IAPD ↗foreign
$12.79B RAUM · 58 reps · 442073975450
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS (UK) IM LIMITED shrank from 69 to 63 advisory reps. IAPD ↗foreign
$17.97B RAUM · 63 reps · +44 (0)131 473 2200 · firstsentierinvestors.com
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS (HONG KONG) LIMITED shrank from 16 to 11 advisory reps. IAPD ↗foreign
$23.93B RAUM · 11 reps · +852 2846-7555
Recruiting & transitionsM&A & valuation
25
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED shrank from 27 to 22 advisory reps. IAPD ↗foreign
$15.30B RAUM · 22 reps · 65 6597 6680 · gordian-capital.com
Recruiting & transitionsM&A & valuation
25
AXIOM ALTERNATIVE INVESTMENTS shrank from 10 to 6 advisory reps. IAPD ↗foreign
$2.21B RAUM · 6 reps · 330144694390 · axiom-ai.com
Recruiting & transitionsM&A & valuation
25
REDDING RIDGE ASSET MANAGEMENT (UK) LLP shrank from 42 to 33 advisory reps. IAPD ↗foreign
$9.22B RAUM · 33 reps · +44 20 7016 5000 · rram.com
Recruiting & transitionsM&A & valuation
25
MACKENZIE INVESTMENTS EUROPE LIMITED shrank from 8 to 6 advisory reps. IAPD ↗foreign
$4.32B RAUM · 6 reps · 011-353-1-449-4000 · mackenzieinvestments.com
Recruiting & transitionsM&A & valuation
25
MACKENZIE INVESTMENTS ASIA LIMITED shrank from 9 to 7 advisory reps. IAPD ↗foreign
$2.12B RAUM · 7 reps · 011-852-2918-9866 · mackenzieinvestments.com
Recruiting & transitionsM&A & valuation
25
AEGON ASSET MANAGEMENT UK PLC shrank from 90 to 71 advisory reps. IAPD ↗foreign
$43.37B RAUM · 71 reps · +44 7780932104
Recruiting & transitionsM&A & valuation
25
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED shrank from 76 to 66 advisory reps. IAPD ↗foreign
$126.66B RAUM · 66 reps · 852-2800-2800
Recruiting & transitionsM&A & valuation
25
BROOKFIELD RENEWABLE ENERGY GROUP LLC shrank from 1019 to 852 advisory reps. IAPD ↗foreign
$87.72B RAUM · 852 reps · 416-363-9491 · brookfield.com
Recruiting & transitionsM&A & valuation
25
PRINCIPAL ASSET MANAGEMENT (ASIA) shrank from 35 to 30 advisory reps. IAPD ↗foreign
$13.57B RAUM · 30 reps · 852-2827-1628
Recruiting & transitionsM&A & valuation
23
CLARITY CAPITAL KCPS LTD shrank from 9 to 6 advisory reps. IAPD ↗foreign
$615.4M RAUM · 6 reps · 972-3-777-9000
Recruiting & transitionsM&A & valuation
23
HEITMAN INTERNATIONAL LLC shrank from 57 to 52 advisory reps. IAPD ↗foreign
$286.4M RAUM · 52 reps · +44.20.7318.1030
Recruiting & transitionsM&A & valuation
23
RAYS CAPITAL PARTNERS LIMITED shrank from 20 to 14 advisory reps. IAPD ↗foreign
$362.8M RAUM · 14 reps · 852 3973 6700 · rayscapital.com
Recruiting & transitionsM&A & valuation
23
ANTHEMIS CAPITAL MANAGERS LIMITED shrank from 17 to 13 advisory reps. IAPD ↗foreign
$510.5M RAUM · 13 reps · 44 (0)20 3653 0100 · anthemis.com
Recruiting & transitionsM&A & valuation
23
LAKEMORE PARTNERS MANAGEMENT US LLC shrank from 8 to 6 advisory reps. IAPD ↗foreign
$250.0M RAUM · 6 reps · 480 841 5600 · lakemore.com
Recruiting & transitionsM&A & valuation
23
LYGH CAPITAL PTE. LTD. shrank from 6 to 4 advisory reps. IAPD ↗foreign
$516.4M RAUM · 4 reps · 65 6592 1029 · lyghcapital.com
Recruiting & transitionsM&A & valuation
23
PRESIMA SECURITIES ULC shrank from 10 to 8 advisory reps. IAPD ↗foreign
$685.2M RAUM · 8 reps · 514-673-1375
Recruiting & transitionsM&A & valuation
23
QUADRA GESTAO DE RECURSOS S.A. shrank from 17 to 12 advisory reps. IAPD ↗foreign
$848.7M RAUM · 12 reps · +55 11 4810 4141 · quadra.capital
Recruiting & transitionsM&A & valuation
20
FIL INVESTMENTS (JAPAN) LIMITED shrank from 39 to 17 advisory reps. IAPD ↗foreign
$0 RAUM · 17 reps · 00813-4560-6000
Recruiting & transitionsM&A & valuation
20
GENESIS INVESTMENT MANAGEMENT, LLP shrank from 8 to 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · +44 2072017200 · giml.co.uk
Recruiting & transitionsM&A & valuation
20
PARALLEL49 EQUITY shrank from 5 to 2 advisory reps. IAPD ↗foreign
$146.8M RAUM · 2 reps · +1 604 646 4367
Recruiting & transitionsM&A & valuation
20
BRICKELL KEY ASSET MANAGEMENT LIMITED shrank from 11 to 6 advisory reps. IAPD ↗foreign
$130.0M RAUM · 6 reps · 44-1481-726-034 · bkaml.com
Recruiting & transitionsM&A & valuation
20
CUBETECH CAPITAL, LLC shrank from 3 to 1 advisory reps. IAPD ↗foreign
$15.7M RAUM · 1 reps · -60469829
Recruiting & transitionsM&A & valuation
20
FINAPORT ASSET MANAGEMENT shrank from 7 to 0 advisory reps. IAPD ↗foreign
$0 RAUM · 0 reps · 0041 44 304 22 05
Recruiting & transitionsM&A & valuation
20
FTI CAPITAL MANAGEMENT shrank from 8 to 6 advisory reps. IAPD ↗foreign
$0 RAUM · 6 reps · 345 743 6830 · fticonsulting.com
Recruiting & transitionsM&A & valuation
20
MCA CROSS BORDER CAPITAL INC. shrank from 3 to 1 advisory reps. IAPD ↗foreign
$23.8M RAUM · 1 reps · 1-877-839-7111
Recruiting & transitionsM&A & valuation
planning clients up — 662 Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
81
LPL ENTERPRISE, LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$18.86B RAUM · 3130 reps · 704-733-3300 · lpl.com
Financial planning software
81
ROOT FINANCIAL PARTNERS reports More than 500 financial-planning clients, up from 0. IAPD ↗
$1.11B RAUM · 35 reps · (760) 452-0720
Financial planning software
79
ELDRIDGE INVESTMENT ADVISORS INC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$790.9M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
Financial planning software
79
ASCEND INVESTMENT PARTNERS reports More than 500 financial-planning clients, up from 0. IAPD ↗
$618.8M RAUM · 6 reps · (801) 476-1200
Financial planning software
79
SOLLINDA CAPITAL MANAGEMENT LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$909.4M RAUM · 14 reps · 8446621211 · sollinda.com
Financial planning software
79
ABLE FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$571.0M RAUM · 8 reps · 480-258-6104 · ablefinancialgroup.com
Financial planning software
79
BRISTOL WEALTH GROUP reports More than 500 financial-planning clients, up from 0. IAPD ↗
$876.5M RAUM · 5 reps · (508) 822-0122 · bristolcountysavings.com
Financial planning software
79
LIFELONG WEALTH ADVISORS, INC. reports More than 500 financial-planning clients, up from 0. IAPD ↗
$615.1M RAUM · 8 reps · 651-444-6500
Financial planning software
78
CAPITAL WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$1.00B RAUM · 9 reps · (401) 885-1060
Financial planning software
78
STOKES FAMILY OFFICE LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$2.48B RAUM · 10 reps · (504) 399-4100 · stokesfamilyoffice.com
Financial planning software
78
STONEBRIDGE FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$1.83B RAUM · 20 reps · 717-736-7007
Financial planning software
76
CHERRY TREE WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$593.3M RAUM · 9 reps · 952-893-9012
Financial planning software
76
ACCELERATED WEALTH ADVISORS LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$186.3M RAUM · 4 reps · 719-466-5630
Financial planning software
76
TRADEWAY reports More than 500 financial-planning clients, up from 0. IAPD ↗
$91.2M RAUM · 15 reps · 877-777-0703 · tradeway.com
Financial planning software
76
KICKSTAND WEALTH ADVISORS reports 251-500 financial-planning clients, up from 0. IAPD ↗
$528.4M RAUM · 4 reps · 585-382-8600
Financial planning software
76
CURIO WEALTH, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$384.3M RAUM · 7 reps · 410-449-2599 · curiowealth.com
Financial planning software
76
WEINAND FINANCIAL, INC. reports 251-500 financial-planning clients, up from 0. IAPD ↗
$504.5M RAUM · 2 reps · 360-459-4847 · weinand.us
Financial planning software
76
TRADEWELL SECURITIES, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$267.0M RAUM · 3 reps · 260-490-2084 · tradewelltax.com
Financial planning software
75
IRON GATE GLOBAL ADVISORS reports 101-250 financial-planning clients, up from 0. IAPD ↗
$1.06B RAUM · 7 reps · 888-591-0334
Financial planning software
75
WEALTH ADVISORS GROUP reports More than 500 financial-planning clients, up from 11-25. IAPD ↗
$1.13B RAUM · 6 reps · 260-619-3100 · wealthag.com
Financial planning software
75
MIDWEST CAPITAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$1.13B RAUM · 7 reps · 616-454-9600 · mcagps.com
Financial planning software
75
LEGACY FINANCIAL ADVISORS, INC. reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$1.26B RAUM · 12 reps · 859-655-5225 · legacyfinancialadvisors.com
Financial planning software
75
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$2.16B RAUM · 5 reps · (901) 435-4250
Financial planning software
75
VERDENCE CAPITAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$3.91B RAUM · 28 reps · 410-472-5380 · verdence.com
Financial planning software
75
ARKADIOS WEALTH ADVISORS reports 101-250 financial-planning clients, up from 0. IAPD ↗
$3.86B RAUM · 151 reps · 404-445-0035
Financial planning software
75
PASADENA PRIVATE WEALTH, LLC reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$1.27B RAUM · 7 reps · 626-993-9300 · pasadenaprivatewealth.com
Financial planning software
75
SERENUS WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$1.32B RAUM · 5 reps · 917-539-2411 · serenusadvisors.com
Financial planning software
75
IFC ADVISORS LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$2.34B RAUM · 7 reps · 310-596-1250 · ifcadvisors.com
Financial planning software
73
STRATEGY ASSET MANAGERS L.L.C. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$741.5M RAUM · 9 reps · 626-657-0559
Financial planning software
73
J.P. KING ADVISORS, INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$743.7M RAUM · 5 reps · 925-935-1555 · jpkingadvisors.com
Financial planning software
73
FREEGULLIVER, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$798.1M RAUM · 8 reps · 504-899-0300 · freegulliver.com
Financial planning software
73
BURNS MATTESON CAPITAL MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$342.5M RAUM · 4 reps · 607-937-9282 · burnsmatteson.com
Financial planning software
73
MONARCH WEALTH STRATEGIES reports 101-250 financial-planning clients, up from 0. IAPD ↗
$434.8M RAUM · 8 reps · (805) 564-0800
Financial planning software
73
INSIGHT STRATEGIC WEALTH LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$256.9M RAUM · 2 reps · 865-777-2325 · insightstrategicwealth.com
Financial planning software
73
STUDIO INVESTMENT MANAGEMENT reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$831.5M RAUM · 4 reps · 312-399-0828 · studioinvestment.com
Financial planning software
73
CITRINE CAPITAL reports 101-250 financial-planning clients, up from 0. IAPD ↗
$278.1M RAUM · 5 reps · (415) 494-8262 · citrinecapitaladvisors.com
Financial planning software
73
INTEGRITY WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$274.9M RAUM · 4 reps · 805-339-0760 · iwaplan.com
Financial planning software
73
FINANCIAL PARTNERS GROUP, INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$973.3M RAUM · 9 reps · 913-826-6982
Financial planning software
73
O'BOYLE WEALTH MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$369.7M RAUM · 6 reps · 310-601-7075 · oboylewm.com
Financial planning software
73
FERGUSON SHAPIRO LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$361.8M RAUM · 3 reps · (404) 567-6771 · fergusonshapiro.com
Financial planning software
73
ABICH FINANCIAL WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$227.6M RAUM · 5 reps · (571) 577-9968
Financial planning software
73
BREAKWATER CAPITAL GROUP reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$843.4M RAUM · 3 reps · (551) 342-3733 · breakwatercapitalgroup.com
Financial planning software
73
PRECEDENT WEALTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$535.6M RAUM · 4 reps · (713)244-6450 · precedentwealth.com
Financial planning software
73
CORDINGLEY & PARKINSON WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 0. IAPD ↗
$193.0M RAUM · 2 reps · 208-356-9022 · cpwealthmanagement.com
Financial planning software
73
SOUND ADVICE FINANCIAL INC. reports 251-500 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 1 reps · 312-690-4163 · soundadvice.ai
Financial planning software
73
KILTER GROUP reports 251-500 financial-planning clients, up from 0. IAPD ↗
$202.1M RAUM · 4 reps · 646-438-6557 · kiltergroup.com
Financial planning software
73
BRIDGE GENERATIONS WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0. IAPD ↗
$288.9M RAUM · 4 reps · 305-666-9411 · bridgewm.com
Financial planning software
73
WEALTHPOINT ADVISORS reports 251-500 financial-planning clients, up from 0. IAPD ↗
$119.3M RAUM · 4 reps · 704-675-5300 · wealthpointadvisorsnc.com
Financial planning software
72
TAMAR SECURITIES, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$1.30B RAUM · 13 reps · 818-914-7460
Financial planning software
72
CLARO ADVISORS, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$1.28B RAUM · 16 reps · (800) 604-2838 · jimabbottclaroadvisors.com
Financial planning software
72
LIDO reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
$29.08B RAUM · 200 reps · 310-278-8232
Financial planning software
72
ACCURATE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
Financial planning software
72
AMERICANA PARTNERS, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$6.08B RAUM · 26 reps · 713-429-5552 · americanapartners.com
Financial planning software
72
IEQ CAPITAL, LLC reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$35.38B RAUM · 140 reps · 650-581-9807 · ieqcapital.com
Financial planning software
72
CALIBER WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$1.17B RAUM · 15 reps · 913-303-3920
Financial planning software
70
R. F. LAFFERTY & CO., INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$153.0M RAUM · 10 reps · 212-293-9090 · rflafferty.com
Financial planning software
70
CHICAGO WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$307.4M RAUM · 4 reps · 312-376-8350
Financial planning software
70
NORTHSTAR FINANCIAL PLANNING, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$262.5M RAUM · 5 reps · 603-458-2776
Financial planning software
70
OMEGA CAPITAL MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$127.0M RAUM · 1 reps · 973-927-8388 · omegacap.com
Financial planning software
70
CLARITY CAPITAL PARTNERS reports 51-100 financial-planning clients, up from 0. IAPD ↗
$437.7M RAUM · 9 reps · 800-805-7526 · claritycapitalllc.com
Financial planning software
70
KIRTLAND FINANCIAL MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$327.6M RAUM · 1 reps · (305) 648-0006 · kirtlandfinancial.com
Financial planning software
70
PUBLIC SAFETY FINANCIAL/GALLOWAY reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
$942.2M RAUM · 28 reps · 480-325-8668
Financial planning software
70
MESTMAKER & PETREY WEALTH ADVISORS reports More than 500 financial-planning clients, up from 11-25. IAPD ↗
$190.7M RAUM · 3 reps · (661) 395-9400 · mpwealthadvisors.com
Financial planning software
70
OLD NORTH STATE WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$384.5M RAUM · 6 reps · 910-509-3800 · thefamilycfo.com
Financial planning software
70
COGENT STRATEGIC WEALTH LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$265.9M RAUM · 2 reps · 312-382-8388
Financial planning software
70
PACIFIC CAPITAL reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$668.9M RAUM · 5 reps · 844-777-8777 · pacificcapital.com
Financial planning software
70
OAKWELL PRIVATE WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$461.9M RAUM · 9 reps · 1-800-55OAKWELL · oakwellpwm.com
Financial planning software
70
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$131.9M RAUM · 6 reps · 505-982-9661 · horizonssfs.com
Financial planning software
70
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
$277.4M RAUM · 16 reps · 602-604-0600 · atlwm.com
Financial planning software
70
SUMMIT WEALTH MANAGEMENT GROUP, INC. reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$226.0M RAUM · 2 reps · 805-384-1186
Financial planning software
70
WEALTH MANAGEMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$562.7M RAUM · 5 reps · 864-236-4706 · wagnerwealthmanagement.com
Financial planning software
70
LOKKEN INVESTMENT GROUP, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$366.5M RAUM · 3 reps · 302-645-6650
Financial planning software
70
C2C WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$165.3M RAUM · 1 reps · (646) 222-7440 · c2cwealth.com
Financial planning software
70
OPTAS, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$741.4M RAUM · 4 reps · 888-284-7139
Financial planning software
70
SWAN CAPITAL reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$268.9M RAUM · 4 reps · (850) 380-9558
Financial planning software
70
ELEVATION WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0. IAPD ↗
$175.4M RAUM · 3 reps · 952-905-3042
Financial planning software
70
OLIVER WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 0. IAPD ↗
$297.6M RAUM · 4 reps · (410) 343-7125 · oliverwealth.com
Financial planning software
70
HORIZON FAMILY WEALTH, INC. reports 51-100 financial-planning clients, up from 0. IAPD ↗
$279.7M RAUM · 1 reps · 312-442-9192 · horizonfamilywealth.com
Financial planning software
70
PENDLETON FINANCIAL WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0. IAPD ↗
$141.9M RAUM · 1 reps · 919-781-4167 · pendletonfinancial.com
Financial planning software
70
RICHMOND INVESTMENT SERVICES LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$393.5M RAUM · 10 reps · 262-242-4200
Financial planning software
70
FJELL CAPITAL reports 101-250 financial-planning clients, up from 0. IAPD ↗
$157.2M RAUM · 5 reps · 701-491-7600 · fjellcapital.com
Financial planning software
70
INTENTIONAL WEALTH STRATEGIES reports 101-250 financial-planning clients, up from 0. IAPD ↗
$139.6M RAUM · 2 reps · 719-694-8002 · intentionalwealth.com
Financial planning software
70
SALIENT WEALTH PLANNING reports 101-250 financial-planning clients, up from 0. IAPD ↗
$199.9M RAUM · 3 reps · 858-768-0096 · salientwealthplanning.com
Financial planning software
70
INDEPENDENT WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$151.5M RAUM · 3 reps · 919-749-7596
Financial planning software
70
TOTAL WEALTH SERVICES, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$121.2M RAUM · 2 reps · 818-309-3071 · totalwealthservices.com
Financial planning software
70
FORONJY FINANCIAL reports 101-250 financial-planning clients, up from 0. IAPD ↗
$234.9M RAUM · 5 reps · 805-543-1033 · foronjyfinancial.com
Financial planning software
70
CREATIVE INVESTMENT GROUP reports 101-250 financial-planning clients, up from 0. IAPD ↗
$145.8M RAUM · 6 reps · 615 949 9629 · creativeinvests.com
Financial planning software
69
MEANS WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$1.31B RAUM · 13 reps · 1-207-947-6763
Financial planning software
69
PROFESSIONAL ADVISORY SERVICES INC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.20B RAUM · 9 reps · 772-778-0552 · pa-services.com
Financial planning software
69
CHOATE INVESTMENT ADVISORS reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$8.88B RAUM · 17 reps · 617-973-4900 · choateia.com
Financial planning software
69
THE INSTITUTE reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$1.15B RAUM · 1 reps · 303-572-3500
Financial planning software
69
STRAIGHTLINE reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$1.11B RAUM · 10 reps · 248-269-8366
Financial planning software
69
MERIDIAN WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$3.89B RAUM · 53 reps · 859-543-4516
Financial planning software
69
TRANSCEND CAPITAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$3.10B RAUM · 31 reps · (973) 370-3203
Financial planning software
69
GROVE POINT ADVISORS, LLC reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$2.47B RAUM · 264 reps · 301-944-5900
Financial planning software
69
STRIVE ASSET MANAGEMENT reports 26-50 financial-planning clients, up from 0. IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
Financial planning software
69
CAPITAL INVESTMENT COUNSEL, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.18B RAUM · 4 reps · (303) 381-0200 · cicwealthadvisors.com
Financial planning software
69
WELLTH ADVISORY SERVICES, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$23.57B RAUM · 72 reps · 866-777-4015 · srpretire.com
Financial planning software
67
MEIRA WEALTH reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$279.6M RAUM · 5 reps · 305-670-4440
Financial planning software
67
J.F. WILLIAMS CO., INC. reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$251.5M RAUM · 4 reps · 303-753-4506 · jfwco.com
Financial planning software
67
BW & ASSOCIATES, INC. reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$615.3M RAUM · 2 reps · 714-998-2077 · bwandassociatesinc.com
Financial planning software
67
INVESTMENT CONSULTING SERVICES, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 3 reps · 630-928-1052 · icsllc.org
Financial planning software
67
NORTHEAST PLANNING ASSOCIATES, INC. reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$327.7M RAUM · 63 reps · (603) 471-0900 · paulhbrock.com
Financial planning software
67
SENSENIG CAPITAL ADVISORS, INC. reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$188.9M RAUM · 3 reps · 610-584-9700 · sensenigcapital.com
Financial planning software
67
ELEMENT POINTE FAMILY OFFICE reports 26-50 financial-planning clients, up from 0. IAPD ↗
$854.5M RAUM · 10 reps · (786) 655-9790 · elementpointe.com
Financial planning software
67
JACKSON HOLE CAPITAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$967.5M RAUM · 4 reps · 918-879-4698 · jacksonholepartners.com
Financial planning software
67
CRAFT ASSET MANAGEMENT reports 51-100 financial-planning clients, up from 0. IAPD ↗
$92.0M RAUM · 7 reps · 813-394-0984
Financial planning software
67
TREEHOUSE WEALTH ADVISORS reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$537.0M RAUM · 5 reps · 415-887-1416
Financial planning software
67
CAPASSO PLANNING PARTNERS LLC reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$327.7M RAUM · 7 reps · 843-608-8487
Financial planning software
67
ABBEY STREET reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$315.1M RAUM · 7 reps · (952) 224-7272
Financial planning software
67
HEXAGON CAPITAL PARTNERS, LLC reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$872.1M RAUM · 5 reps · (479) 340-0115 · hexagoncapitalpartners.com
Financial planning software
67
ECHO45 ADVISORS LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$194.9M RAUM · 4 reps · 877-432-4645
Financial planning software
67
PTM WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$175.3M RAUM · 2 reps · 267-317-1515
Financial planning software
67
CERRO PACIFIC WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$558.1M RAUM · 6 reps · 805-457-3300
Financial planning software
67
49 FINANCIAL reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$871.4M RAUM · 128 reps · 214-563-1190
Financial planning software
67
DFS ADVISORY reports 51-100 financial-planning clients, up from 0. IAPD ↗
$144.0M RAUM · 2 reps · (940) 297-1474 · distinctfinancialsolutions.com
Financial planning software
67
BARE WEALTH ADVISORS reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$509.3M RAUM · 8 reps · 717-407-5200
Financial planning software
67
LEGACY EDGE ADVISORS reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$896.2M RAUM · 12 reps · 516-447-4200
Financial planning software
67
JPL WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$516.0M RAUM · 4 reps · 855-575-5752 · jplwealthmanagement.com
Financial planning software
67
SILVER LAKE CAPITAL PARTNERS reports 51-100 financial-planning clients, up from 0. IAPD ↗
$234.6M RAUM · 2 reps · 972-701-2040 · silverlakecp.com
Financial planning software
67
MANNA WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 0. IAPD ↗
$122.6M RAUM · 1 reps · 305-306-7107 · mannawealthmanagement.com
Financial planning software
67
TRUE WEALTH GROUP reports 51-100 financial-planning clients, up from 0. IAPD ↗
$108.5M RAUM · 2 reps · 541-588-5008 · mytruewealthgroup.com
Financial planning software
66
WELLS FARGO ADVISORS reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$606.04B RAUM · 8410 reps · 314-875-3000
Financial planning software
66
WESTERN INTERNATIONAL SECURITIES reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$3.51B RAUM · 200 reps · (888) 793-7717 · wisdirect.com
Financial planning software
66
CCM INVESTMENT ADVISERS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$1.32B RAUM · 7 reps · 803-254-9500 · ccminc.com
Financial planning software
66
ALTA CAPITAL MANAGEMENT LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$1.79B RAUM · 18 reps · 801-274-6010
Financial planning software
66
FINANCIAL PERSPECTIVES reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.00B RAUM · 14 reps · 763-553-7779 · fpwealth.com
Financial planning software
66
IC ADVISORY SERVICES, INC. reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$2.06B RAUM · 198 reps · 908-707-4422
Financial planning software
66
ROYAL FUND MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.31B RAUM · 83 reps · 352-750-1637
Financial planning software
66
FFT WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$6.05B RAUM · 26 reps · 610-545-6100 · fftwealth.com
Financial planning software
66
CLEAR HARBOR ASSET MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$1.74B RAUM · 19 reps · 212-867-7310
Financial planning software
66
MONTIS FINANCIAL, LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$1.01B RAUM · 17 reps · 781-541-5057 · montisfinancial.com
Financial planning software
66
TOWNELEY CAPITAL MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$1.02B RAUM · 9 reps · 949-837-3580 · towneley.com
Financial planning software
66
SHUSTER ADVISORY GROUP, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$7.91B RAUM · 9 reps · (626) 578-0816 · sfgrpc.com
Financial planning software
66
FROST INVESTMENT SERVICES reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$2.98B RAUM · 104 reps · 210.220.5000
Financial planning software
66
BARTLETT & CO. WEALTH MANAGEMENT LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$9.39B RAUM · 35 reps · 513-621-4612
Financial planning software
66
EVOKE ADVISORS reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$27.70B RAUM · 32 reps · 424-372-1776 · evokewealth.com
Financial planning software
66
JOURNEY STRATEGIC WEALTH LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$3.76B RAUM · 20 reps · (201) 905-0070 · journeysw.com
Financial planning software
66
ETHOS FINANCIAL GROUP, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.58B RAUM · 27 reps · 484-889-7270 · ethosfg.com
Financial planning software
66
CONCURRENT INVESTMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$9.90B RAUM · 137 reps · 813-709-8800 · brickhousews.com
Financial planning software
66
DIVERSIFY ADVISORY SERVICES, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$3.21B RAUM · 94 reps · 801-890.7577 · animascapital.com
Financial planning software
66
TRIBRIDGE PARTNERS FINANCIAL LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$1.20B RAUM · 8 reps · 240-422-8799 · tribridgepartnersfinancial.com
Financial planning software
66
CASTLE ROCK ADVISORS LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$1.59B RAUM · 27 reps · 617-227-0050
Financial planning software
64
FIRST FINANCIAL ADVISORY SERVICES INC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$250.0M RAUM · 6 reps · 401-596-0193
Financial planning software
64
INTRACK INVESTMENT MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$286.2M RAUM · 5 reps · 802-658-0625 · intrackinvest.com
Financial planning software
64
TRUST ADVISORY GROUP LTD reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$494.4M RAUM · 30 reps · 800-292-2411 · paramountfingrp.com
Financial planning software
64
NEWMAN DIGNAN & SHEERAR, INC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$669.2M RAUM · 5 reps · 401-351-4010 · newmandignan.com
Financial planning software
64
PROFESSIONAL FINANCIAL SOLUTIONS, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$330.4M RAUM · 5 reps · 703-385-0870
Financial planning software
64
STEWARDSHIP TRUST ADVISORS reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$245.4M RAUM · 4 reps · 616-878-4200 · stw.adv.com
Financial planning software
64
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$372.6M RAUM · 7 reps · 260-436-2051
Financial planning software
64
PIONEER WEALTH MANAGEMENT GROUP reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$273.7M RAUM · 9 reps · 512-334-6800
Financial planning software
64
NESTEGGS, INC. reports 11-25 financial-planning clients, up from 0. IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
Financial planning software
64
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$854.7M RAUM · 9 reps · 610-825-3540
Financial planning software
64
ANDERSON GROWTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$919.5M RAUM · 5 reps · 205-909-0950 · agpadvisors.com
Financial planning software
64
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$2.0M RAUM · 9 reps · 504-520-8050 · colombim.com
Financial planning software
64
PACIFIC FINANCIAL STRATEGIES, INC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$181.7M RAUM · 3 reps · (818) 991-7794 · pacfs.com
Financial planning software
64
RIVER STREET ADVISORS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$414.9M RAUM · 9 reps · 630-906-5501 · oldsecond.com
Financial planning software
64
WWM FINANCIAL reports 11-25 financial-planning clients, up from 0. IAPD ↗
$342.1M RAUM · 5 reps · (760) 692-5190 · wwmfinancialcarlsbad.com
Financial planning software
64
ARTHUR STEIN FINANCIAL, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$116.3M RAUM · 3 reps · 301-377-9407 · arthursteinfinancial.com
Financial planning software
64
ELMWOOD WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$332.6M RAUM · 4 reps · 510-858-2722
Financial planning software
64
THE MAIN STREET GROUP reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$414.6M RAUM · 8 reps · 804-270-4470 · themainstreetgroup.com
Financial planning software
64
BALBOA WEALTH PARTNERS, INC. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$804.8M RAUM · 23 reps · 949-445-1465
Financial planning software
64
ASTORIA PORTFOLIO ADVISORS LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$698.8M RAUM · 7 reps · 212-381-6185
Financial planning software
64
PEAK PLANNING GROUP, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$650.9M RAUM · 5 reps · 303-991-0056 · peakplan.com
Financial planning software
64
FINANCIAL FREEDOM FOR DENTISTS LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$138.0M RAUM · 3 reps · 425-888-1911
Financial planning software
64
KEYSTONE FINANCIAL SERVICES, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$192.8M RAUM · 5 reps · (402) 392-1212 · keystonefinancialservice.com
Financial planning software
64
SAN LUIS WEALTH ADVISORS reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$705.5M RAUM · 4 reps · 805-810-0002 · sanluiswealth.com
Financial planning software
64
RISKBRIDGE ADVISORS, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$833.8M RAUM · 8 reps · (203) 658-6055 · riskbridgeadvisors.com
Financial planning software
64
SAGE ADVISORS LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$184.9M RAUM · 4 reps · 317-363-6204
Financial planning software
64
POWER WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$381.4M RAUM · 5 reps · 404-889-8919 · powerwm.com
Financial planning software
64
DAVIS INVESTMENT PARTNERS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$377.1M RAUM · 2 reps · (704) 741-4200 · davisinvestmentpartners.com
Financial planning software
64
HIBERNIA WEALTH PARTNERS, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$346.6M RAUM · 6 reps · 225-778-7972
Financial planning software
64
ANCHOR BAY PRIVATE WEALTH LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$27.9M RAUM · 5 reps · 760-602-3470 · anchorbayprivatewealth.com
Financial planning software
64
JN PRIVATE WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$129.3M RAUM · 1 reps · 443-319-1200 · jnprivatewealth.com
Financial planning software
64
SIERRA SUMMIT ADVISORS LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$637.6M RAUM · 4 reps · 847-652-5070 · sierrasummitadvisors.com
Financial planning software
64
DELARME WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 0. IAPD ↗
$169.5M RAUM · 3 reps · (424) 250-1725
Financial planning software
64
GATEPASS CAPITAL, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$174.6M RAUM · 4 reps · 833-428-3727 · gatepass.capital
Financial planning software
64
MINDSET WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$323.4M RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
Financial planning software
64
RESHAPE WEALTH reports 26-50 financial-planning clients, up from 0. IAPD ↗
$171.9M RAUM · 1 reps · 646-626-7902
Financial planning software
64
CORRALES & CO. reports 26-50 financial-planning clients, up from 0. IAPD ↗
$167.5M RAUM · 3 reps · (239) 421-5359
Financial planning software
64
PERSPECTIVE WEALTH ADVISORS reports 26-50 financial-planning clients, up from 0. IAPD ↗
$113.1M RAUM · 3 reps · 970-732-7975
Financial planning software
63
STIFEL, NICOLAUS & COMPANY, INCORPORATED reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$171.21B RAUM · 3045 reps · 314-342-2000 · ruderinvestmentgroup.com
Financial planning software
63
SHUFRO, ROSE & CO., LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.17B RAUM · 9 reps · 212-754-5100 · shufrorose.com
Financial planning software
63
EQUITABLE ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$34.66B RAUM · 4272 reps · 212-314-4600 · equitable.com
Financial planning software
63
THE INVESTMENT COUNSEL COMPANY reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.84B RAUM · 9 reps · 702-871-8510 · iccnv.com
Financial planning software
63
STIFEL INDEPENDENT ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$4.38B RAUM · 130 reps · 314-342-4051 · axiocapitaladvisors.com
Financial planning software
63
GIRARD ADVISORY SERVICES, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.65B RAUM · 41 reps · 610-337-7640 · meetgirard.com
Financial planning software
63
CUSO FINANCIAL SERVICES, L.P. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$5.38B RAUM · 523 reps · 858-530-4400
Financial planning software
63
GOELZER INVESTMENT MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.85B RAUM · 28 reps · 317-264-2600 · goelzerinc.com
Financial planning software
63
HOWLAND CAPITAL MANAGEMENT LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$3.32B RAUM · 10 reps · 617-357-9110
Financial planning software
63
NBT CAPITAL MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.49B RAUM · 4 reps · 607-584-4141 · navigateretirement.com
Financial planning software
63
PINNACLE ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.94B RAUM · 19 reps · 419-526-5226 · pinnacleadvisors.com
Financial planning software
63
INVESTMENT CONSULTING GROUP INC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$2.60B RAUM · 2 reps · 563-322-2322 · investmentconsultinggroupinc.com
Financial planning software
63
FORT WASHINGTON INVESTMENT ADVISORS INC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$84.95B RAUM · 87 reps · 513-361-7600 · ohiocapitalfund.com
Financial planning software
63
MERITAGE PORTFOLIO MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.42B RAUM · 11 reps · 913-345-7000 · meritageportfolio.com
Financial planning software
63
SJS INVESTMENT SERVICES reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.53B RAUM · 18 reps · 419-885-2626 · sjsinvest.com
Financial planning software
63
EUBEL BRADY & SUTTMAN reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.83B RAUM · 36 reps · 937-291-1223
Financial planning software
63
SFMG WEALTH ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.52B RAUM · 16 reps · 972-960-6460 · sfmg.com
Financial planning software
63
MASLOW WEALTH ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$2.07B RAUM · 15 reps · 512-610-6930 · maslow-wealth.com
Financial planning software
63
CJM WEALTH ADVISERS, LTD. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.29B RAUM · 11 reps · 703-425-0700
Financial planning software
63
LEAVELL INVESTMENT MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.97B RAUM · 22 reps · 251-433-3709 · leavellinvestments.com
Financial planning software
63
BRIDGES INVESTMENT MANAGEMENT INC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$10.38B RAUM · 27 reps · 402-397-4700 · bridgesinv.com
Financial planning software
63
DEARBORN PARTNERS L.L.C. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.53B RAUM · 14 reps · 312-795-1000 · dearbornpartners.com
Financial planning software
63
COLDSTREAM WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$10.46B RAUM · 141 reps · 425-283-1600
Financial planning software
63
CREATIVE FINANCIAL DESIGNS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$2.48B RAUM · 150 reps · 765-453-9600 · creativefinancialdesigns.com
Financial planning software
63
BITTERROOT CAPITAL ADVISORS LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.45B RAUM · 8 reps · 406-556-8200 · bitterrootcapital.com
Financial planning software
63
BUFFINGTON MOHR MCNEAL reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.05B RAUM · 10 reps · 208-338-5551 · bmmria.com
Financial planning software
63
HOMESTEAD ADVISERS CORP. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$7.74B RAUM · 15 reps · 866-673-2299/800-258-3030
Financial planning software
63
BEESE FULMER PRIVATE WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.58B RAUM · 5 reps · 330-454-6555 · beesefulmer.com
Financial planning software
63
APPLETON PARTNERS, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$13.45B RAUM · 32 reps · 617-338-0700 · appletonpartners.com
Financial planning software
63
OBERMEYER WEALTH PARTNERS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.61B RAUM · 13 reps · 970-925-8747 · obermeyerwealth.com
Financial planning software
63
DESTINATION WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$4.15B RAUM · 34 reps · 925-935-2900 · destinationwm.com
Financial planning software
63
PENN DAVIS MCFARLAND INC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.26B RAUM · 7 reps · 214-871-2772 · pdavis.org
Financial planning software
63
BOUCHEY FINANCIAL GROUP LTD reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.40B RAUM · 10 reps · 518-720-3333 · boucheyfinancial.com
Financial planning software
63
ARGENT ADVISORS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.46B RAUM · 13 reps · 318-324-8000 · ruston.argentadvisors.com
Financial planning software
63
IMA ADVISORY SERVICES, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$3.16B RAUM · 35 reps · 316-266-6574
Financial planning software
63
ADVISORNET WEALTH PARTNERS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.34B RAUM · 74 reps · 612-347-8600 · tcmccabe.com
Financial planning software
63
AFFIANCE FINANCIAL LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.15B RAUM · 10 reps · 952-544-9818 · affiancefinancial.com
Financial planning software
63
MONTEREY PRIVATE WEALTH, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.10B RAUM · 8 reps · (831) 372-3426
Financial planning software
63
GREENWOOD CAPITAL ASSOCIATES, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.67B RAUM · 14 reps · 864-941-4049 · greenwoodcapital.com
Financial planning software
63
FINANCIAL PLAN, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.23B RAUM · 9 reps · 360-714-1234
Financial planning software
63
ACORN FINANCIAL ADVISORY SERVICES, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.23B RAUM · 12 reps · (703) 293-3100 · olddominionira.com
Financial planning software
63
SYNERGY ASSET MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.05B RAUM · 9 reps · 206-386-5455 · advisorempowerment.com
Financial planning software
63
SHEAFF BROCK INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.41B RAUM · 18 reps · 317-705-5700 · linkedin.com sheaff brock investment advisors
Financial planning software
63
ALTAIR ADVISERS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$8.68B RAUM · 32 reps · 312-429-3000 · altairadvisers.com
Financial planning software
63
CERTIFIED ADVISORY CORP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$2.67B RAUM · 21 reps · 407-869-9800 · apgplanning.com
Financial planning software
63
SCS CAPITAL MANAGEMENT LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$43.13B RAUM · 98 reps · 617-204-6400
Financial planning software
63
NORTHEAST FINANCIAL GROUP, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.21B RAUM · 10 reps · 570-688-9898
Financial planning software
63
REHMANN WEALTH reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$4.27B RAUM · 36 reps · 517-316-2400 · rehmann.com
Financial planning software
63
VALLEY FORGE INVESTMENT CONSULTANTS, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.84B RAUM · 10 reps · 610-783-6650 · vffg.com
Financial planning software
63
GREAT VALLEY ADVISOR GROUP, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$9.73B RAUM · 191 reps · 302-483-7200 · cappyscpa.com
Financial planning software
63
ANDERSEN reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$6.08B RAUM · 51 reps · 571-382-0020
Financial planning software
63
PROVENANCE WEALTH ADVISORS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.52B RAUM · 21 reps · 954-712-8888
Financial planning software
63
SAGEVIEW ADVISORY GROUP, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$238.55B RAUM · 133 reps · 800-814-8742
Financial planning software
63
SB CAPITAL MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.23B RAUM · 6 reps · 818-774-1000 X 105 · singerburke.com
Financial planning software
63
SEVEN SPRINGS WEALTH GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.21B RAUM · 15 reps · 615-370-1253
Financial planning software
63
GENERATION CAPITAL MANAGEMENT LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.03B RAUM · 3 reps · 585-232-8560
Financial planning software
63
GWN SECURITIES INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$3.65B RAUM · 423 reps · 561-472-2700
Financial planning software
63
SMITH SALLEY WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.34B RAUM · 15 reps · 336-379-7556 · smith-salley.com
Financial planning software
63
MAPLE CAPITAL MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.19B RAUM · 26 reps · 802-229-2838 · maplecapital.com
Financial planning software
63
VERSANT CAPITAL MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.24B RAUM · 13 reps · 602-635-3760
Financial planning software
63
BLUE CHIP PARTNERS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.54B RAUM · 17 reps · 248-848-1111
Financial planning software
63
PRIVATE WEALTH PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.98B RAUM · 6 reps · 415-461-3850 · pwpart.com
Financial planning software
63
SPROTT ASSET MANAGEMENT USA INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$4.64B RAUM · 30 reps · 203-656-2400 · sprottusa.com
Financial planning software
63
BLBB ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.74B RAUM · 14 reps · 215-643-9100 · blbb.com
Financial planning software
63
ARISTA WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.03B RAUM · 6 reps · 702-309-9970
Financial planning software
63
BENEFIT FINANCIAL SERVICES GROUP reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.29B RAUM · 26 reps · 949-955-2552 · bfsg.com
Financial planning software
63
JASPER RIDGE PARTNERS, L.P. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$40.12B RAUM · 35 reps · 817-333-0027 · jasperridge.com
Financial planning software
63
BLACK DIAMOND FINANCIAL, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.04B RAUM · 11 reps · 443-841-7772 · blackdfinancial.com
Financial planning software
63
AUXANO ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.45B RAUM · 8 reps · (425) 889-1261 · auxanoadvisors.com
Financial planning software
63
ADVISORY SERVICES NETWORK reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$8.62B RAUM · 208 reps · 770-352-0449
Financial planning software
63
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED reports 1-10 financial-planning clients, up from 0. IAPD ↗
$15.66B RAUM · 436 reps · 314-726-1600
Financial planning software
63
EAST END ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$5.85B RAUM · 9 reps · 212-218-8137 · alti-global.com
Financial planning software
63
NORTHWEST ASSET MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$3.61B RAUM · 38 reps · 206-838-3680 · farrellwealthgroup.com
Financial planning software
63
EFFICIENT ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.77B RAUM · 8 reps · 267-613-6250 · efficientadvisors.com
Financial planning software
63
QUADCAP WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.14B RAUM · 12 reps · 972-818-2400 · quadcapwm.com
Financial planning software
63
PATHSTONE reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$100.44B RAUM · 342 reps · 201-944-7284
Financial planning software
63
WINDROSE ADVISORS LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.49B RAUM · 8 reps · (617) 421-1750
Financial planning software
63
BAY COLONY ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.26B RAUM · 30 reps · 978-369-7200 · davidboczar.com
Financial planning software
63
PERSONAL CFO SOLUTIONS LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.38B RAUM · 14 reps · 908-955-7055 · pcfos.com
Financial planning software
63
CWA ASSET MANAGEMENT GROUP reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$3.34B RAUM · 30 reps · 239-434-7434
Financial planning software
63
ULRICH INVESTMENT CONSULTANTS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.20B RAUM · 13 reps · 505-224-9100
Financial planning software
63
ANGELES WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.27B RAUM · 6 reps · 310-393-6300 · angeleswealth.com
Financial planning software
63
TVAMP, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.00B RAUM · 18 reps · 865-226-9982
Financial planning software
63
ADVISOR RESOURCE COUNCIL reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$3.02B RAUM · 81 reps · (972) 421-1360 · foundationwealthpartners.com
Financial planning software
63
MJ RETIREMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$5.07B RAUM · 7 reps · 317-805-7500 · mjretirement.com, https
Financial planning software
63
COLONY FAMILY OFFICES, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.99B RAUM · 4 reps · 704-285-7300 · colonyfamilyoffices.com
Financial planning software
63
RMR WEALTH BUILDERS, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.20B RAUM · 44 reps · (201) 836-2460
Financial planning software
63
SHEPHERD FINANCIAL PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
Financial planning software
63
SCHECHTER INVESTMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.94B RAUM · 14 reps · 248-731-9500 · schechterwealth.com
Financial planning software
63
PRIVATE ADVISORY reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.32B RAUM · 13 reps · 425-498-2320 · privateadvisory.com
Financial planning software
63
OSAIC ADVISORY SERVICES, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$12.47B RAUM · 389 reps · 866-580-8219 · indiconinc.com
Financial planning software
63
SYMPHONY FINANCIAL, LTD. CO. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.09B RAUM · 23 reps · 281-272-6800
Financial planning software
63
INTELLECTUS PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.28B RAUM · 6 reps · 415-795-7830 · intellect.us
Financial planning software
63
PFG ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$3.08B RAUM · 104 reps · (800) 405-8850 · cuefinancial.com
Financial planning software
63
THE CLARIUS GROUP, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$4.68B RAUM · 15 reps · 206-462-7400
Financial planning software
63
CREWE ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.51B RAUM · 16 reps · 385-355-2700 · crewe.com
Financial planning software
63
FOUNDATIONS INVESTMENT ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$7.18B RAUM · 229 reps · 480-626-2979
Financial planning software
63
WORLD INVESTMENT ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$56.28B RAUM · 156 reps · 888-201-5488
Financial planning software
63
CYNOSURE GROUP, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$6.57B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com
Financial planning software
63
STANSBERRY ASSET MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.05B RAUM · 13 reps · 646-854-4370 · stansberryam.com
Financial planning software
63
RW INVESTMENT MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.47B RAUM · 12 reps · 208-333-1433 · investrw.com
Financial planning software
63
STEWARD PARTNERS INVESTMENT ADVISORY, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$24.75B RAUM · 397 reps · 866-694-7769
Financial planning software
63
WESTERN WEALTH MANAGEMENT LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$3.94B RAUM · 88 reps · 3033932404
Financial planning software
63
STRATEGIC BLUEPRINT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.67B RAUM · 52 reps · 678-954-4130 · strategicblueprint.net
Financial planning software
63
JFG WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.16B RAUM · 30 reps · 720-778-4467 · jfgwealth.net
Financial planning software
63
PERENNIAL FINANCIAL SERVICES reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.90B RAUM · 42 reps · 310-445-2504
Financial planning software
63
OPEROSE ADVISORS LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.60B RAUM · 8 reps · 414-209-3280
Financial planning software
63
MERIDIAN WEALTH PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.26B RAUM · 9 reps · 610-272-4700
Financial planning software
63
ROBERTSON STEPHENS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$7.14B RAUM · 63 reps · 415-500-6810
Financial planning software
63
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.99B RAUM · 0 reps · 816-531-5575 · investor.pershing.com
Financial planning software
63
PRINCIPLE WEALTH reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.66B RAUM · 19 reps · 203-318-8892
Financial planning software
63
ROCKEFELLER CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$70.03B RAUM · 748 reps · 212-549-5100
Financial planning software
63
INSCRIPTION CAPITAL, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.56B RAUM · 16 reps · 713-673-8999
Financial planning software
63
TRIVIUM POINT ADVISORY, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.49B RAUM · 23 reps · (203) 221-3085
Financial planning software
63
ASSET ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.30B RAUM · 6 reps · 706-650-9900 · focusfinancialpartners.com
Financial planning software
63
INSPIRE ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.03B RAUM · 46 reps · 877-859-6383 · inspireadvisors.com
Financial planning software
63
SIGNAL ADVISORS WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.16B RAUM · 9 reps · 1-866-774-4625
Financial planning software
63
PLATFORM TECHNOLOGY PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.09B RAUM · 8 reps · 212-444-2362 · neprivatewealth.com
Financial planning software
63
OAKRIDGE MANAGEMENT GROUP LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.08B RAUM · 3 reps · 203-257-3289
Financial planning software
63
TRB WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.17B RAUM · 9 reps · 832-810-3565 · trb.bank
Financial planning software
63
FORTIS CAPITAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.21B RAUM · 54 reps · (913) 222-8862 · fortiscapitaladvisors.com
Financial planning software
63
FIFTH THIRD WEALTH ADVISORS LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$6.08B RAUM · 52 reps · (513) 534-7452
Financial planning software
63
BADGLEY PHELPS WEALTH MANAGERS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$5.90B RAUM · 26 reps · 206-623-6172
Financial planning software
63
GDS WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.27B RAUM · 15 reps · 469-212-8072 · gdswealth.com
Financial planning software
63
FIDELIS CAPITAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.66B RAUM · 12 reps · 813-934-6246
Financial planning software
63
G10 LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$4.34B RAUM · 12 reps · 443-541-2440 · kwiadvisory.com
Financial planning software
63
UNITED ADVISOR GROUP reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
Financial planning software
63
FIRST MANHATTAN CO. LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$34.44B RAUM · 47 reps · 212-756-3300
Financial planning software
61
LESKO SECURITIES, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$597.1M RAUM · 12 reps · 607-724-2421
Financial planning software
61
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$798.1M RAUM · 100 reps · 319-447-5700 · berthel.com
Financial planning software
61
BNA WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$504.0M RAUM · 6 reps · 803-324-7100 · bnacpa.com
Financial planning software
61
PROFFITT & GOODSON INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$680.2M RAUM · 5 reps · 865-584-1850 · proffittgoodson.com
Financial planning software
61
BCAS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$388.1M RAUM · 5 reps · 603-668-4353 · baldwinclarke.com
Financial planning software
61
LANE BROTHERS INVESTMENT COUNSEL reports 11-25 financial-planning clients, up from 0. IAPD ↗
$192.6M RAUM · 5 reps · 928-776-8870 · lanebrothers.com
Financial planning software
61
IRON FINANCIAL LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$472.1M RAUM · 8 reps · 847-715-3200 · ironfinancial.com
Financial planning software
61
HAMEL ASSOCIATES,INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$514.6M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
Financial planning software
61
BLUE BARN WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$521.4M RAUM · 9 reps · (801) 466-4101
Financial planning software
61
VICTORY WEALTH PARTNERS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$102.6M RAUM · 5 reps · 856-464-3100
Financial planning software
61
HUDSON ADVISOR SERVICES, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$312.2M RAUM · 6 reps · 716-803-6587
Financial planning software
61
AVISO WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$494.9M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
Financial planning software
61
ARDENT CAPITAL MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$321.4M RAUM · 2 reps · 513-831-9393 · ardentcapitalmanagement.com
Financial planning software
61
SPECTRUM INVESTMENT ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$849.7M RAUM · 18 reps · 262-238-4010
Financial planning software
61
U.S. FINANCIAL ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$397.1M RAUM · 8 reps · 781-849-9200 · napierfinancial.com
Financial planning software
61
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$122.4M RAUM · 2 reps · 401-455-1230 · sheeleypartners.com
Financial planning software
61
DUNNAVAN & CO. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$391.9M RAUM · 5 reps · (612) 630-1101 · dunnavan.com
Financial planning software
61
DUNCAN & HALEY, LTD. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$664.1M RAUM · 4 reps · 206-625-2658 · duncanhaley.com
Financial planning software
61
OARSMAN CAPITAL, INC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$926.8M RAUM · 13 reps · 414-221-0081 · oarsman.net
Financial planning software
61
WINCH FINANCIAL reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$510.7M RAUM · 15 reps · 920-739-8577 · winchfinancial.com
Financial planning software
61
KNIGHTSBRIDGE WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$833.5M RAUM · 7 reps · 949-644-4444 · knightsb.com
Financial planning software
61
DIESSLIN GROUP, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$621.3M RAUM · 5 reps · 817-332-6122 · diesslin.com
Financial planning software
61
THE MARSHALL FINANCIAL GROUP, INC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$866.4M RAUM · 20 reps · (215) 348-9393
Financial planning software
61
SPECTRUM ASSET MANAGEMENT INC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$640.1M RAUM · 9 reps · 949-717-3400 · myspectrum.com
Financial planning software
61
NTV ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$963.4M RAUM · 5 reps · 304-353-9090 · ntvam.com
Financial planning software
61
ARBOR CAPITAL MANAGEMENT INC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$348.1M RAUM · 7 reps · 907-222-7581 · arbordigital.io
Financial planning software
61
SHAKESPEARE WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$512.5M RAUM · 4 reps · 262-814-1600 · shakespeareinvestments.com
Financial planning software
61
NEUMANN CAPITAL MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$568.5M RAUM · 4 reps · 650-548-9200 · neumanncm.portal.tamaracinc.com
Financial planning software
61
MWA FINANCIAL SERVICES, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$376.9M RAUM · 134 reps · 309-558-3100
Financial planning software
61
GOODMAN FINANCIAL CORPORATION reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$864.9M RAUM · 17 reps · 713-599-1777
Financial planning software
61
CORUS FAMILY WEALTH ADVISORS, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$541.2M RAUM · 6 reps · 972-422-1010
Financial planning software
61
AMERICAN FINANCIAL ADVISORS, LLC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$895.1M RAUM · 4 reps · 770-977-2434 · afainvestments.com
Financial planning software
61
ASCENDANT FINANCIAL SOLUTIONS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$315.9M RAUM · 4 reps · 928-774-9598 · ascendant-financial.com
Financial planning software
61
SQUIRE WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$493.9M RAUM · 12 reps · 801-226-7722
Financial planning software
61
CONCORD WEALTH PARTNERS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$946.0M RAUM · 10 reps · 276-628-5910 · cavenessadvisory.com
Financial planning software
61
THE BEDMINSTER GROUP reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$181.8M RAUM · 2 reps · 843-705-5544
Financial planning software
61
VERMILLION FINANCIAL ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$370.5M RAUM · 6 reps · 847-382-9999 · vermillionfinancial.com
Financial planning software
61
PREMIER WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$523.1M RAUM · 6 reps · 212-752-4343
Financial planning software
61
FAI ADVISORS, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$301.2M RAUM · 5 reps · 248-482-3600
Financial planning software
61
INVESCO, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$269.7M RAUM · 3 reps · 847-824-4078 · invescollc.com
Financial planning software
61
COOPER/HAIMS ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$939.2M RAUM · 12 reps · 585-248-6400 · esl.org
Financial planning software
61
WARTHER PRIVATE WEALTH reports 1-10 financial-planning clients, up from 0. IAPD ↗
$371.3M RAUM · 2 reps · 330-867-6999
Financial planning software
61
HENNION & WALSH ASSET MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$590.1M RAUM · 11 reps · 973-299-8989 · hennionandwalsh.com
Financial planning software
61
THE STRATEGIC FINANCIAL ALLIANCE reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$470.9M RAUM · 46 reps · 678-954-4000 · thesfa.net
Financial planning software
61
GRADIENT WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$591.1M RAUM · 62 reps · 866-991-1539 · gradientsecurities.com
Financial planning software
61
HOPWOOD FINANCIAL SERVICES, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$666.6M RAUM · 6 reps · 703-787-0008
Financial planning software
61
MAINSAIL ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$410.1M RAUM · 4 reps · 205-536-7776 · investprudently.com
Financial planning software
61
HURLEY CAPITAL, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$229.4M RAUM · 2 reps · 212-605-0665 · hurleycapital.com
Financial planning software
61
RIVERSTONE ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$390.2M RAUM · 3 reps · 914 722-1700
Financial planning software
61
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$813.5M RAUM · 66 reps · 954-334-3450 · elwealthadvisors.com
Financial planning software
61
CAROLINA WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$711.8M RAUM · 8 reps · 252-439-1344 · mycarolinawealth.com
Financial planning software
61
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$368.2M RAUM · 4 reps · 240-497-1300
Financial planning software
61
CAPITAL TRUST ADVISORS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$356.8M RAUM · 4 reps · (415) 399-9100 · capitaltrustadvisors.com
Financial planning software
61
BROADLEAF PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$494.7M RAUM · 4 reps · 330-650-0921
Financial planning software
61
NAPA WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$266.7M RAUM · 5 reps · (707) 252-1343 · napawealth.com
Financial planning software
61
CONCORDE ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$489.9M RAUM · 64 reps · 248-824-6710 · concordeis.com
Financial planning software
61
OAK FAMILY ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$534.0M RAUM · 5 reps · 312-373-7221 · ofallc.com
Financial planning software
61
AMERICAN CAPITAL ADVISORY, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$254.9M RAUM · 7 reps · 208-710-8669
Financial planning software
61
SAMALIN WEALTH reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$420.6M RAUM · 9 reps · 914-666-6600 · samalinwealth.com
Financial planning software
61
TRISPERITY ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$283.7M RAUM · 2 reps · 281-395-1021 · trisperity.com
Financial planning software
61
ASSETBUILDER, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$723.6M RAUM · 7 reps · 972-535-4040
Financial planning software
61
CAIRN INVESTMENT GROUP reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$350.8M RAUM · 4 reps · 503-241-4901
Financial planning software
61
93 FINANCIAL GROUP, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$780.3M RAUM · 5 reps · 781-938-6361 · 93fg.com
Financial planning software
61
SEMMAX FINANCIAL ADVISORS, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$395.3M RAUM · 7 reps · 336-856-0080 · quieroretirarmidinero.com
Financial planning software
61
EXCEL FINANCIAL, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$333.5M RAUM · 6 reps · (651) 388-6441 · excelfinllc.com
Financial planning software
61
AVIANCE CAPITAL PARTNERS LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$971.0M RAUM · 6 reps · 239-598-4747
Financial planning software
61
PARK, MILLER, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$288.4M RAUM · 3 reps · 925-974-3324 · parkmiller.com
Financial planning software
61
VALIANT WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$382.1M RAUM · 3 reps · 515-223-6068 · valiantwealth.com
Financial planning software
61
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$644.4M RAUM · 7 reps · (612) 355 - 4360 · sdwia.com
Financial planning software
61
PARADIGM WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$475.6M RAUM · 6 reps · 440-892-5900 · investpwm.com
Financial planning software
61
HUDOCK CAPITAL GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$849.1M RAUM · 7 reps · 570-326-9500
Financial planning software
61
DENTIST ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$461.8M RAUM · 9 reps · 801-748-1243
Financial planning software
61
BLUECHIP WEALTH ADVISORS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$637.0M RAUM · 6 reps · 770-771-5812
Financial planning software
61
MISSION CREEK CAPITAL PARTNERS, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$630.4M RAUM · 8 reps · 415-363-0400 · missioncreekcap.com
Financial planning software
61
NIKULSKI FINANCIAL, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$370.5M RAUM · 5 reps · 563-344-0118
Financial planning software
61
CURTIS ADVISORY GROUP, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$485.0M RAUM · 3 reps · 805-963-6181 · curtisadvisory.com
Financial planning software
61
SMITH FINANCIAL INVESTMENT ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$378.0M RAUM · 5 reps · 765-459-4111 · smithfinancial.com
Financial planning software
61
INDIE ASSET PARTNERS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$722.7M RAUM · 4 reps · 317-428-6600
Financial planning software
61
MARKET STREET WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$714.9M RAUM · 10 reps · (610) 692-3200 · marketstreetwealth.net
Financial planning software
61
THE DOWLING GROUP WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$165.6M RAUM · 3 reps · 203-967-2231 · thedowlinggroup.com
Financial planning software
61
PIEDMONT CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$407.7M RAUM · 3 reps · 336-274-5471 · piedmonttrust.com
Financial planning software
61
VITAL WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$265.8M RAUM · 1 reps · 847-384-9703
Financial planning software
61
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$669.7M RAUM · 18 reps · 785-823-7900 · ucmofkansas.com
Financial planning software
61
HICKS CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$297.1M RAUM · 4 reps · 614-944-5210 · hicks-capital.com
Financial planning software
61
RS CRUM INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$617.0M RAUM · 4 reps · 949-428-9696 · rscrum.com
Financial planning software
61
HARVEST INVESTMENT SERVICES, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$534.2M RAUM · 23 reps · (630) 613-9230
Financial planning software
61
BENCHMARK INVESTMENT ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$305.3M RAUM · 4 reps · 312-552-9595 · trustbenchmark.com
Financial planning software
61
ALTERNATIVE INVESTMENT ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$341.0M RAUM · 9 reps · 407-261-4242 · ffs1.com
Financial planning software
61
A.G. CAMPBELL ADVISORY, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$345.0M RAUM · 5 reps · 410-779-1253 · agcadvisory.com
Financial planning software
61
MORRIS & WELLS WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$847.0M RAUM · 3 reps · 434-977-7010 · morrisandwells.com
Financial planning software
61
FINANCIAL PARTNERS GROUP, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$638.6M RAUM · 3 reps · 615-230-9700 · financialpartnersgroupllc.com
Financial planning software
61
LAKE TAHOE WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$257.2M RAUM · 3 reps · 855-515-5896 · laketahoewealthmanagement.org
Financial planning software
61
NORTHLANDING FINANCIAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$129.3M RAUM · 2 reps · (585) 497-5000
Financial planning software
61
AXIS WEALTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$289.7M RAUM · 6 reps · 401-441-5111 · axiswp.com
Financial planning software
61
HD MONEY, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$294.0M RAUM · 4 reps · 941-925-2121 · hdmoneyinc.com
Financial planning software
61
KOTYS WEALTH PROFESSIONALS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$272.1M RAUM · 4 reps · 219-465-6924
Financial planning software
61
FOUNDATION WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$326.8M RAUM · 4 reps · (610) 548-7170
Financial planning software
61
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$927.4M RAUM · 4 reps · 616-942-1580 · lafleurgodfrey.com
Financial planning software
61
TROXELL FINANCIAL reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$969.8M RAUM · 6 reps · (217) 321-3210 · troxellfinancial.com
Financial planning software
61
BULL OAK CAPITAL, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$196.2M RAUM · 4 reps · (858) 999-3550
Financial planning software
61
ONE DEGREE ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$341.6M RAUM · 7 reps · 619-282-3288
Financial planning software
61
WAYPOINT WEALTH COUNSEL LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$663.6M RAUM · 6 reps · 404-955-7481 · waypointwc.com
Financial planning software
61
SALVUS WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$297.6M RAUM · 4 reps · 732-542-2629
Financial planning software
61
FORTIS CAPITAL MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$726.3M RAUM · 11 reps · 425-453-5010
Financial planning software
61
IFG ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$818.0M RAUM · 3 reps · 314-569-0500
Financial planning software
61
ACT ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$434.0M RAUM · 3 reps · (828) 398-2802
Financial planning software
61
GENERATIONS WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$270.0M RAUM · 6 reps · (513) 834-8056 · generationswealth.com
Financial planning software
61
MUNN WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$209.6M RAUM · 5 reps · 419-794-0536 · munnwealth.com
Financial planning software
61
PURUS WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$548.2M RAUM · 4 reps · 949-356-6330
Financial planning software
61
LAS OLAS CAPITAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$386.5M RAUM · 4 reps · 954-289-4692 · lasolascap.com
Financial planning software
61
THE GLEASON GROUP, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$973.9M RAUM · 5 reps · (502) 882-7300
Financial planning software
61
MCCOLLUM CHRISTOFERSON GROUP, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$441.7M RAUM · 3 reps · (716) 854-5400 · mccollum-christoferson.com
Financial planning software
61
RAI WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$135.9M RAUM · 4 reps · (714) 449-9696
Financial planning software
61
FORZA WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$320.6M RAUM · 4 reps · 941-203-3748
Financial planning software
61
BMSS WESSON WEALTH SOLUTIONS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$577.1M RAUM · 6 reps · 205-982-5555 · bmsswesson.com
Financial planning software
61
MARTIN WEALTH SOLUTIONS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$276.6M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
Financial planning software
61
TTP INVESTMENTS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$485.3M RAUM · 3 reps · 408-879-0399 · ttp-investments.com
Financial planning software
61
COLONIAL RIVER WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$339.8M RAUM · 8 reps · (804) 335-1200 · colonialriver.com
Financial planning software
61
GIBSON WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$164.7M RAUM · 3 reps · 214-347-7475 · gibsonwealthadvisors.com
Financial planning software
61
PREMIER WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$483.2M RAUM · 5 reps · (858) 668-0776
Financial planning software
61
FIDUCIARY FINANCIAL GROUP, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$698.0M RAUM · 9 reps · 415-352-1100
Financial planning software
61
STRATEGIC WEALTH ADVISORS GROUP, INC. reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$140.2M RAUM · 6 reps · 586-203-2275 · swaganalysis.com
Financial planning software
61
KAILASA CAPITAL MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$276.1M RAUM · 2 reps · (571) 313-0873 · kailasacm.com
Financial planning software
61
INVICTA FINANCIAL GROUP reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$324.6M RAUM · 10 reps · 928-344-8000 · invictafg.com
Financial planning software
61
MAYPORT WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$481.5M RAUM · 2 reps · 617-545-5700 · mayport.com
Financial planning software
61
LEEWARD FINANCIAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$323.8M RAUM · 3 reps · (206) 718-6644 · leewardfp.com
Financial planning software
61
BOERUM HILL FINANCIAL ADVISORS LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$37.0M RAUM · 1 reps · (516) 695-1610
Financial planning software
61
WIDMANN FINANCIAL SERVICES reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$385.7M RAUM · 9 reps · 301-262-2919 · widmannfinancial.com
Financial planning software
61
GLOBAL FINANCIAL PRIVATE CLIENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$666.9M RAUM · 5 reps · 941-441-1624
Financial planning software
61
SAGE RHINO CAPITAL LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$787.0M RAUM · 4 reps · (650) 352-5600 · sagerhino.com
Financial planning software
61
RESOLUTE WEALTH ADVISOR, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$258.4M RAUM · 4 reps · 419-422-4400 · resolutewealthadvisor.com
Financial planning software
61
FIDELIS WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$253.2M RAUM · 6 reps · 303-800-4683
Financial planning software
61
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$463.3M RAUM · 4 reps · 9379567875 · bstwealthadvisors.com
Financial planning software
61
PRINCIPAL ADVISED SERVICES reports 1-10 financial-planning clients, up from 0. IAPD ↗
$887.3M RAUM · 215 reps · 866-412-0770
Financial planning software
61
HORST & GRABEN WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$796.5M RAUM · 3 reps · 503-342-8900 · horstandgrabenwealth.com
Financial planning software
61
MINDFUL WEALTH LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$188.3M RAUM · 1 reps · 312-953-9900 · mindfulwealthllc.com
Financial planning software
61
FIRETHORN WEALTH PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$543.6M RAUM · 5 reps · 706.426.4243
Financial planning software
61
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$669.3M RAUM · 5 reps · (847) 616-2590 · wlpwm.com
Financial planning software
61
GREEN RIDGE WEALTH PLANNING LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$301.6M RAUM · 5 reps · 973-554-1770
Financial planning software
61
BURKHOLDER WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$255.1M RAUM · 4 reps · 918-727-7100
Financial planning software
61
FIRST GROWTH CAPITAL LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$217.6M RAUM · 2 reps · 202-656-9723 · firstgrowthcapitalpartners.com
Financial planning software
61
ATTESSA CAPITAL LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$269.9M RAUM · 7 reps · 520-600-3064 · attessacapital.com
Financial planning software
61
ASPECT PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$351.9M RAUM · 5 reps · 703-916-8400
Financial planning software
61
FORTRESS WEALTH PLANNING reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$615.7M RAUM · 6 reps · 904-301-4545 · fortresswealthplanning.com
Financial planning software
61
TAYLOR HOFFMAN CAPITAL MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$419.9M RAUM · 4 reps · 804-964-2500 · taylorhoffman.com
Financial planning software
61
44 WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$445.9M RAUM · 4 reps · 541-359-0388 · 44weatlh.com
Financial planning software
61
ORCA WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$193.8M RAUM · 1 reps · 727-938-1600
Financial planning software
61
OPTIMA CAPITAL LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$292.8M RAUM · 7 reps · 503-270-1314 · optimacapitalllc.com
Financial planning software
61
YARGER WEALTH STRATEGIES, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$470.9M RAUM · 4 reps · (614) 882-2954 · yargerwealth.com
Financial planning software
61
CHILDRESS CAPITAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$826.2M RAUM · 4 reps · 832-404-2104
Financial planning software
61
THE MILLSTONE EVANS GROUP, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$777.9M RAUM · 8 reps · 720-728-2801 · millstoneevansgroup.com
Financial planning software
61
VIRGINIA WEALTH MANAGEMENT GROUP, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$349.1M RAUM · 3 reps · 757-963-1823 · vwmg.net
Financial planning software
61
RETIREMENT PLANNING SOLUTIONS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$376.8M RAUM · 11 reps · 502-499-5668 · retirementplanningsolutions.com
Financial planning software
61
SNOWWATER INVESTMENT PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$795.0M RAUM · 2 reps · (203) 997-6670 · snowwaterinvestments.com
Financial planning software
61
SAIPH CAPITAL, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$361.4M RAUM · 3 reps · 201-215-0199
Financial planning software
61
HERITAGE WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$552.2M RAUM · 3 reps · 513-440-5475 · yourheritageadvisors.com
Financial planning software
61
VERIDIAN CAPITAL PARTNERS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$471.1M RAUM · 6 reps · (301) 228-9300 · vcpwealth.com
Financial planning software
61
CRANE & ASSOCIATES WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$809.4M RAUM · 3 reps · 714-525-4445 · doncrane.com
Financial planning software
61
TRACTION FINANCIAL PARTNERS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$262.8M RAUM · 5 reps · 307-672-9738
Financial planning software
61
STRATEGIC ADVOCATES, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$433.8M RAUM · 7 reps · (435) 755-9400 · wealth-advocates.com
Financial planning software
61
TRANSCE3ND LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$362.0M RAUM · 39 reps · 512-268-9220 · e3wealth.com
Financial planning software
61
UNIVERSAL FINANCIAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$251.1M RAUM · 6 reps · 314-721-5522 · universaladvisorsgroup.com
Financial planning software
61
RESOLUTE WEALTH STRATEGIES, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$316.1M RAUM · 4 reps · 601-952-8850 · theresoluteadvisor.com
Financial planning software
61
ONESOURCE WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$140.0M RAUM · 2 reps · 9169673500 · wisemoneyguys.com
Financial planning software
61
JOULE FINANCIAL, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$411.2M RAUM · 6 reps · 859-881-0777 · joulefinancial.com
Financial planning software
61
TFB ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$859.6M RAUM · 31 reps · 913-648-5526 · taxfavoredbenefits.com
Financial planning software
61
IDB LIDO WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$338.0M RAUM · 14 reps · 646-839-9793 · idblidowealth.com
Financial planning software
61
POWER FINANCIAL PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$271.6M RAUM · 3 reps · 813-212-2125 · powerfinancialpartners.com
Financial planning software
61
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$450.6M RAUM · 5 reps · (502) 873-0522 · legacyfia.com
Financial planning software
61
SECOND LINE CAPITAL, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$723.0M RAUM · 21 reps · 504-321-0923
Financial planning software
61
GREATER MIDWEST FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$511.9M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
Financial planning software
61
BULL HARBOR CAPITAL LLC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$344.0M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
Financial planning software
61
STENGER FAMILY OFFICE, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$433.4M RAUM · 7 reps · 630-912-8295 · stengerfamilyoffice.com
Financial planning software
61
BRIDGEPORT FINANCIAL SOLUTIONS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$484.5M RAUM · 11 reps · 877-411-2737 · bridgeport.financial
Financial planning software
61
MDRN CAPITAL reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$160.9M RAUM · 23 reps · 410-533-9966
Financial planning software
61
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$215.2M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com
Financial planning software
61
TRIAD WEALTH PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$425.0M RAUM · 13 reps · 785-830-0000 · triadwealthpartners.com
Financial planning software
61
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$535.1M RAUM · 5 reps · 9047191360
Financial planning software
61
FINANCIAL MANAGEMENT ASSOCIATES, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$126.6M RAUM · 1 reps · 978-687-2867 · fmallc.com
Financial planning software
61
VISTA INVESTMENT PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$321.8M RAUM · 5 reps · 765-962-5153 · vistainvestment.net
Financial planning software
61
SSB&T WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$131.0M RAUM · 1 reps · 830-997-7575 · ssbtwealth.com
Financial planning software
61
ELYXIUM WEALTH LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$452.7M RAUM · 4 reps · (310) 221-8349*224 · elyxwealth.com
Financial planning software
61
POSTROCK PARTNERS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$449.7M RAUM · 4 reps · (913) 308-8030 · postrockpartners.com
Financial planning software
61
STONEPATH WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 0. IAPD ↗
$225.8M RAUM · 9 reps · (231) 668-6999
Financial planning software
61
GREYKASELL WEALTH STRATEGIES, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$334.6M RAUM · 2 reps · 925-263-9275 · greykasell.com
Financial planning software
61
IMPACT RETIREMENT ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$704.0M RAUM · 2 reps · 507-581-6131 · impactretirementadvisors.com
Financial planning software
61
BINGHAM PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$206.1M RAUM · 1 reps · 415-426-5652 · binghamprivate.com
Financial planning software
61
ORG WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$415.8M RAUM · 5 reps · 214-440-3909 · abmeyerwealth.com
Financial planning software
61
MFP FINANCIAL SERVICES, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$313.1M RAUM · 3 reps · 727-443-3300
Financial planning software
61
MOREY & QUINN WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$328.1M RAUM · 3 reps · (402) 502-9900 · moreyandquinn.com
Financial planning software
61
STONE TEMPLE PARTNERS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$619.8M RAUM · 5 reps · (203) 253-1823 · stpartners.co
Financial planning software
58
HAROLD DANCE INVESTMENTS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$132.0M RAUM · 7 reps · 435-752-8484 · harolddance.com
Financial planning software
58
WEDGEWOOD INVESTORS INC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$201.4M RAUM · 2 reps · [814]456-3651 · wedgewoodinvestors.com
Financial planning software
58
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$98.9M RAUM · 3 reps · 818-242-6693 · pacificglobal.us
Financial planning software
58
SELECT PORTFOLIO MANAGEMENT INC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$0 RAUM · 8 reps · 949-975-7900 · selectportfolio.com
Financial planning software
58
CND FINANCIAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$180.3M RAUM · 3 reps · 734-427-2030
Financial planning software
58
CALLAHAN CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$193.9M RAUM · 3 reps · 970-870-8750 · callahancapital.com
Financial planning software
58
MACKE FINANCIAL ADVISORY GROUP reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$158.1M RAUM · 2 reps · 239-275-1122 · greatergiftsfo.com
Financial planning software
58
RICHARD BROTHERS, FINANCIAL ADVISORS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$145.9M RAUM · 6 reps · 207-879-2352
Financial planning software
58
COVE WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$166.6M RAUM · 4 reps · 713-821-3242 · covewm.com
Financial planning software
58
WHITE & COMPANY FINANCIAL PLANNING, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$131.1M RAUM · 5 reps · 509-837-6700 · whitecocpa.com
Financial planning software
58
RENAUD & COMPANY, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$173.9M RAUM · 2 reps · 636-240-5055 · renaudandcompany.com
Financial planning software
58
CALVERT WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$167.5M RAUM · 3 reps · 301-812-1550 · calvertwealth.com
Financial planning software
58
INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$102.0M RAUM · 2 reps · 303-697-3174 · investpsfunds.com
Financial planning software
58
KIPLINGER WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$212.8M RAUM · 4 reps · 937-886-1442 · kiplingerwealth.com
Financial planning software
58
APEX CAPITAL MANAGEMENT, L.L.C. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$216.6M RAUM · 4 reps · 337-895-0800 · apexcapitalmanagement.com
Financial planning software
58
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$154.5M RAUM · 2 reps · 919-848-4100 · haacpa.com
Financial planning software
58
SHAPIRO FINANCIAL SECURITY GROUP, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$131.2M RAUM · 2 reps · 732-739-8991 · shapirofsg.com
Financial planning software
58
PHASE III ADVISORY SERVICES, LTD reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$162.2M RAUM · 3 reps · 847-520-5545
Financial planning software
58
ALLISON INVESTMENT MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$138.2M RAUM · 2 reps · 803-806-8400 · allinvmgt.com
Financial planning software
58
CREW CAPITAL MANAGEMENT, LTD. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$216.4M RAUM · 8 reps · 513-245-2620 · crewcapital.com
Financial planning software
58
FINER WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$249.7M RAUM · 2 reps · 978-740-1011 · finer.com
Financial planning software
58
SIERRA FINANCIAL ADVISORY reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$126.2M RAUM · 2 reps · 530-470-8939 · sierrafinancialadvisory.com
Financial planning software
58
TIMBERCHASE FINANCIAL, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$237.1M RAUM · 3 reps · 205-980-7118 · timberchase.net
Financial planning software
58
JEFFREY CHARLES LLOYD WOLMAN reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$230.1M RAUM · 2 reps · 310-234-1992
Financial planning software
58
CAMPION ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$203.8M RAUM · 3 reps · 703-828-1137 · campionam.com
Financial planning software
58
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$186.8M RAUM · 24 reps · 203-418-9000
Financial planning software
58
EDGEWATER PRO SPORTS FINANCIAL reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$180.0M RAUM · 2 reps · 440-934-2195 · epsf.com
Financial planning software
58
TRAUB CAPITAL MANAGEMENT reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$168.9M RAUM · 4 reps · 781-453-3929 · traubcapital.com
Financial planning software
58
PARKS CAPITAL reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$82.9M RAUM · 2 reps · 585-248-5700
Financial planning software
58
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$70.0M RAUM · 1 reps · 585-621-3300 · gregoryschaffer.com
Financial planning software
58
ALPHAQ ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$59.5M RAUM · 2 reps · 407-982-4550
Financial planning software
58
RALICKI WEALTH MANAGEMENT & TRUST SERVICES reports 1-10 financial-planning clients, up from 0. IAPD ↗
$111.6M RAUM · 3 reps · 772-221-4508
Financial planning software
58
SECURE INVESTMENT MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$38.3M RAUM · 12 reps · 520-333-4719 · secureinvestmentmanagement.com
Financial planning software
58
ROOKWOOD WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$168.1M RAUM · 1 reps · 513-871-7815
Financial planning software
58
LIFEPLAN GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$238.6M RAUM · 2 reps · 919-858-6119 · lifeplangroup.com
Financial planning software
58
PACIFIC WEALTH STRATEGIES GROUP, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$217.7M RAUM · 3 reps · 805-966-7775 · pwsg.net
Financial planning software
58
CAIM LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$178.9M RAUM · 2 reps · 941-388-7249
Financial planning software
58
INVESTMENT MANAGEMENT & PLANNING LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$205.2M RAUM · 3 reps · 302-654-5449 · imandp.com
Financial planning software
58
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$183.9M RAUM · 3 reps · 203-254-2333 · southportstation.com
Financial planning software
58
CORE CAPITAL MANAGEMENT AND RESEARCH INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$243.1M RAUM · 4 reps · 713-864-4300 · ccmr.io
Financial planning software
58
INFINIUM INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$101.7M RAUM · 1 reps · 720- 253-1818 · infiniumadvisors.com
Financial planning software
58
SHAFFER CAPITAL reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$173.8M RAUM · 1 reps · 614-891-1200 · shaffercapital.net
Financial planning software
58
PRINCIPIA WEALTH ADVISORY, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$190.0M RAUM · 4 reps · 214-775-0899 · pwadvisory.com
Financial planning software
58
SAGE HILL CAPITAL reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$165.3M RAUM · 2 reps · 888-988-5623 · sagehillcapital.com
Financial planning software
58
SAGE STONE WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$230.4M RAUM · 3 reps · 858-412-6404 · sagestonewealth.com
Financial planning software
58
STEWARD ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$136.9M RAUM · 4 reps · 630-537-0111
Financial planning software
58
ANTONETTI CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$121.4M RAUM · 2 reps · 239-403-0218
Financial planning software
58
EMBARK WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$51.8M RAUM · 3 reps · (888) 433-8881 · embarkwealth.com
Financial planning software
58
FULCRUM EQUITY MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$190.0M RAUM · 3 reps · 888-304-6942 · fulcrumeq.com
Financial planning software
58
CHARTER WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$175.6M RAUM · 3 reps · 919-729-2100 · charterwm.com
Financial planning software
58
TOTAL WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$102.4M RAUM · 2 reps · 612-294-9208 · totalwealthadvisors.com
Financial planning software
58
DONALIES FINANCIAL PLANNING, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$180.2M RAUM · 3 reps · 240-888-2573 · donaliesfp.com
Financial planning software
58
ORCAM FINANCIAL GROUP, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$168.3M RAUM · 1 reps · 18582205383 · orcamgroup.com
Financial planning software
58
BOARDWALK FINANCIAL STRATEGIES LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$175.6M RAUM · 4 reps · 262-423-7552
Financial planning software
58
SUMMIT WEALTH GROUP, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$150.0M RAUM · 4 reps · 918-930-9300
Financial planning software
58
SEVERIN INVESTMENTS LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$127.6M RAUM · 6 reps · 314-983-2707
Financial planning software
58
PROFUSION FINANCIAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$124.9M RAUM · 2 reps · (314) 441-6107 · profusion-financial.com
Financial planning software
58
HICKORY ASSET MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$249.3M RAUM · 3 reps · 440-358-1330
Financial planning software
58
APPIAN WAY FINANCIAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$123.7M RAUM · 1 reps · (626) 210-2660
Financial planning software
58
VANDERPOL INVESTMENTS L.L.C. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$108.2M RAUM · 3 reps · 616-723-2637
Financial planning software
58
INVARIANT INVESTMENT MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$135.9M RAUM · 6 reps · (717) 317-9006 · invariantinvestments.com
Financial planning software
58
REFINED WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$188.7M RAUM · 3 reps · 385-351-0200 · refinedwm.com
Financial planning software
58
JAYKAY WEALTH ADVISORS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$170.5M RAUM · 2 reps · 713-780-4575
Financial planning software
58
SOUNDHAVEN CAPITAL MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$159.4M RAUM · 1 reps · 818-292-1474 · soundhavencapital.com
Financial planning software
58
PARRISH CAPITAL, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$129.7M RAUM · 2 reps · (800) 618-1940 · parrishcapital.com
Financial planning software
58
WEALTHBUILDERS INVESTMENTS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$122.3M RAUM · 5 reps · 972-719-2557
Financial planning software
58
11 FINANCIAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$24.0M RAUM · 6 reps · (936) 899-5629
Financial planning software
58
SACKS & ASSOCIATES, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$196.1M RAUM · 3 reps · 908-864-4950
Financial planning software
58
WINDWARD WEALTH STRATEGIES, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$202.2M RAUM · 2 reps · 920-230-2215
Financial planning software
58
STONE PINE FINANCIAL PARTNERS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$199.0M RAUM · 4 reps · 610-565-9181 · stonepinefinancial.com
Financial planning software
58
COSTELLO FINANCIAL PLANNING, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$168.1M RAUM · 2 reps · 847-894-2067
Financial planning software
58
TRADEMARK CAPITAL MANAGEMENT INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$220.4M RAUM · 4 reps · 706-534-2351
Financial planning software
58
GATES PASS ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$188.0M RAUM · 2 reps · 650-797-0280
Financial planning software
58
TFG FINANCIAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$154.5M RAUM · 4 reps · (561) 209-1120
Financial planning software
58
PENNEY FINANCIAL reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$236.1M RAUM · 3 reps · 713-300-5165
Financial planning software
58
CLIENT FIRST INVESTMENT MANAGEMENT LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$184.4M RAUM · 7 reps · 262-335-1700
Financial planning software
58
MINERVA WEALTH ADVISORY reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$59.0M RAUM · 2 reps · 646-934-6874 · minervawealth.com
Financial planning software
58
17 CAPITAL PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$212.2M RAUM · 3 reps · (602) 718-1177 · 17capitalpartners.com
Financial planning software
58
ATLATL ADVISERS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$229.9M RAUM · 6 reps · (608) 351-4500
Financial planning software
58
Q3 ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
Financial planning software
58
KEENAN FINANCIAL reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$148.0M RAUM · 24 reps · (978) 270-1193
Financial planning software
58
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$215.1M RAUM · 3 reps · (720) 287-0918 · hdwscolorado.com
Financial planning software
58
SOUND FINANCIAL STRATEGIES GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$183.7M RAUM · 5 reps · 601-856-3825 · soundfsg.com
Financial planning software
58
DEFINE FINANCIAL, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$241.4M RAUM · 3 reps · (858) 345-1197
Financial planning software
58
BROOKLAWN CAPITAL ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$118.3M RAUM · 1 reps · 212-339-8590
Financial planning software
58
CMG FINANCIAL CONSULTING reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$109.8M RAUM · 2 reps · (877) 695-8004
Financial planning software
58
ARIA WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$122.8M RAUM · 8 reps · 669-222-1155 · ariawm.com
Financial planning software
58
RING MOUNTAIN CAPITAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$185.7M RAUM · 1 reps · 415-350-1355 · ringmountaincapital.com
Financial planning software
58
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$122.8M RAUM · 31 reps · 1-407-362-7753
Financial planning software
58
BRAZOS CAPITAL reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$90.5M RAUM · 2 reps · 512-827-0826 · brazoscapitalgroup.com
Financial planning software
58
PRISM PLANNING PARTNERS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$191.4M RAUM · 4 reps · (847) 250-9870
Financial planning software
58
SHARPEPOINT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$150.5M RAUM · 3 reps · 480-999-3033
Financial planning software
58
FDI WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$219.3M RAUM · 3 reps · 561-875-7673 · fdinternational.com
Financial planning software
58
LIBRETTO reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$0 RAUM · 3 reps · (424) 290-1308
Financial planning software
58
ASG INVESTMENT MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$234.8M RAUM · 2 reps · 724-287-4071 · asgretire.com
Financial planning software
58
STEWARDS ADVISORY SERVICES reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$108.4M RAUM · 2 reps · 319-229-7439 · stewardsadvisory.com
Financial planning software
58
IMPACT CAPITAL, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$240.3M RAUM · 3 reps · 301-417-3300
Financial planning software
58
PROXY WEALTH ADVISORS LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$90.0M RAUM · 11 reps · 646-289-5075 · proxywealth.com
Financial planning software
58
BENCHMARK WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$146.0M RAUM · 3 reps · 513-328-0272 · benchmark-wealth.com
Financial planning software
58
DELOS WEALTH ADVISORS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$162.2M RAUM · 4 reps · 972-810-1610
Financial planning software
58
FOUNDRY WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$134.2M RAUM · 4 reps · 443-692-8833
Financial planning software
58
BONE FIDE WEALTH reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$82.1M RAUM · 2 reps · 212-390-1161
Financial planning software
58
INSCRIPTION FAMILY OFFICE, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 4 reps · 832-649-7700
Financial planning software
58
BLUEDOOR PRIVATE WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$105.9M RAUM · 2 reps · 978-969-6115 · bluedoorprivate.com
Financial planning software
58
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$222.7M RAUM · 4 reps · 203-877-1520 · connecticutcapital.com
Financial planning software
58
DEFINED WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$220.2M RAUM · 3 reps · 503-444-7895
Financial planning software
58
RETIRABLE reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$130.6M RAUM · 9 reps · 833 222 1807
Financial planning software
58
GREAT POINT ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$45.1M RAUM · 20 reps · 312-356-4875
Financial planning software
58
RIDGELINE WEALTH PLANNING LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$200.5M RAUM · 3 reps · (937)-739-3744
Financial planning software
58
ADVISOR SHARE WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$185.2M RAUM · 35 reps · 866-232-3251 · advisorsharewm.com
Financial planning software
58
MANER WEALTH reports 1-10 financial-planning clients, up from 0. IAPD ↗
$248.3M RAUM · 4 reps · 517-323-7500 · manerwealth.com
Financial planning software
58
SONOMA PRIVATE WEALTH LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$136.7M RAUM · 3 reps · 415-806-0073 · sonomaprivatewealth.com
Financial planning software
58
DRIVEN INVESTMENTS LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$168.6M RAUM · 5 reps · 844-932-3272
Financial planning software
58
CLARUS GROUP LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$126.2M RAUM · 2 reps · (732) 325-0456 · clarusfinancial.com
Financial planning software
58
STRAUSS FINANCIAL GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$240.0M RAUM · 4 reps · (205) 967-9595
Financial planning software
58
INTENTIONAL RETIREMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$131.5M RAUM · 1 reps · 402-885-9090
Financial planning software
58
VERICREST PRIVATE WEALTH, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$113.1M RAUM · 2 reps · 1 (888) 902-6366 · vericrestprivatewealth.com
Financial planning software
58
NEXWEALTH LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$132.4M RAUM · 4 reps · 561-971-3939 · nexwealthllc.com
Financial planning software
58
BLOM & HOWELL FINANCIAL PLANNING, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$143.8M RAUM · 3 reps · 209-857-5207
Financial planning software
58
SIGNAL TREE FINANCIAL PARTNERS LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$171.2M RAUM · 6 reps · (330) 590-5937
Financial planning software
58
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$208.4M RAUM · 5 reps · (270) 448-1010
Financial planning software
58
WILON WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$217.4M RAUM · 5 reps · 515-225-9500
Financial planning software
58
TALISMAN WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$212.8M RAUM · 2 reps · (908) 519-8120 · talismanwealthadvisors.com
Financial planning software
58
FAITH INVESTOR SERVICES reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$196.8M RAUM · 4 reps · (214) 462-7244
Financial planning software
58
MILLER AVENUE ADVISORS LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$186.5M RAUM · 3 reps · 415-888-8472 · milleraveadvisors.com
Financial planning software
58
ATTENTIVE INVESTMENTS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$181.4M RAUM · 1 reps · 209-636-4931
Financial planning software
58
GRAETZ WEALTH reports 1-10 financial-planning clients, up from 0. IAPD ↗
$132.4M RAUM · 3 reps · (616) 226-8867 · graetzwealth.com
Financial planning software
58
REAL TALK CAPITAL, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$143.6M RAUM · 4 reps · 833-856-2088 · realtalkcapital.com
Financial planning software
58
SCOUT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$372,132 RAUM · 1 reps · 323-576-6750 · scoutftw.com
Financial planning software
58
ADVISOR.COM reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$51.3M RAUM · 2 reps · 843-284-6261 · advisor.com
Financial planning software
58
CONWAY PARTNERS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$124.2M RAUM · 2 reps · 775-971-8392 · conwaypartners.com
Financial planning software
58
ALPHA ZERO LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$183.2M RAUM · 6 reps · (561) 576-2599 · alphazerowealth.com
Financial planning software
58
TABLEAUX WEALTH reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$154.3M RAUM · 4 reps · 413-264-2400
Financial planning software
58
FRUITFUL reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$9.3M RAUM · 15 reps · 833-784-8050
Financial planning software
58
TIER ONE WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$125.1M RAUM · 3 reps · 303-858-0000 · tieronewm.com
Financial planning software
58
KORZO FINANCIAL LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 1 reps · 415-449-5555
Financial planning software
58
MAGNOLIA PRIVATE WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$225.7M RAUM · 4 reps · 5714771375 · magnoliapw.com
Financial planning software
58
STRATEGIC WEALTH CAPITAL reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$206.5M RAUM · 1 reps · 415-780-7022
Financial planning software
58
BACKBONE PLANNING PARTNERS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
Financial planning software
58
COVINGTONALSINA reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$189.3M RAUM · 4 reps · 410-457-7165
Financial planning software
58
ALPHA-LAB ASSET MANAGEMENT INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$7.3M RAUM · 2 reps · 514-548-3456
Financial planning software
58
WEST INVEST reports 1-10 financial-planning clients, up from 0. IAPD ↗
$193.6M RAUM · 5 reps · 360-738-6019
Financial planning software
58
KELLER FINANCIAL GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$135.0M RAUM · 1 reps · 717-516-0700
Financial planning software
58
RASP WEALTH SOLUTIONS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$103.7M RAUM · 2 reps · 463-248-6395 · raspwealthsolutions.com
Financial planning software
58
BENJAMINS MONEY reports 1-10 financial-planning clients, up from 0. IAPD ↗
$12.5M RAUM · 1 reps · (240) 395-4455
Financial planning software
58
MURPHY & MULLICK CAPITAL MANAGEMENT CORP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$136.3M RAUM · 3 reps · 631-257-0080 · mmcmgmt.com
Financial planning software
58
GLR INVESTMENT ADVISORY LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2,000 RAUM · 1 reps · 347-470-8781 · glrtec.com
Financial planning software
58
TORREN MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$177.0M RAUM · 3 reps · 619-649-0700 · torren.com
Financial planning software
58
FIRESIDE CAPITAL ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$206.3M RAUM · 3 reps · 469-357-6370 · firesidecapital.com
Financial planning software
58
MARINER WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.2M RAUM · 1 reps · 913-904-5700 · marinerwealthadvisors.com
Financial planning software
58
PROMETHIUM reports 1-10 financial-planning clients, up from 0. IAPD ↗
$212.0M RAUM · 3 reps · 202-978-2519 · promethiumadvisors.com
Financial planning software
58
RDG CAPITAL MANAGEMENT LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$104.8M RAUM · 1 reps · 585-673-2683 · rdgcapitalmanagement.com
Financial planning software
58
INFLECTION CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$188.5M RAUM · 2 reps · 415-805-8682
Financial planning software
58
APEX INVESTMENT GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$101.6M RAUM · 2 reps · 7743510805
Financial planning software
43
LINX PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗fund
$123.6M RAUM · 4 reps · 770-818-0335 · linxpartners.com
Financial planning software
39
LGT WEALTH MANAGEMENT US LIMITED reports 101-250 financial-planning clients, up from 11-25. IAPD ↗foreign
$1.44B RAUM · 16 reps · +44 203 207 8000 · lgtwm-us.com
Financial planning software
39
TANAGER WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 1-10. IAPD ↗foreign
$1.26B RAUM · 13 reps · 020 3965 6330
Financial planning software
37
THE MASS GROUP reports 51-100 financial-planning clients, up from 0. IAPD ↗foreign
$29.2M RAUM · 2 reps · +1 713 574 2241 · the-mass-group.com
Financial planning software
33
MARCUARD FAMILY OFFICE LTD reports 101-250 financial-planning clients, up from 51-100. IAPD ↗foreign
$6.83B RAUM · 18 reps · 41 (43) 344 60 00 · marcuardfamilyoffice.com
Financial planning software
33
ISLANDBRIDGE CAPITAL LIMITED reports 26-50 financial-planning clients, up from 11-25. IAPD ↗foreign
$1.05B RAUM · 13 reps · 44 20 3405 1040 · ib-capital.com
Financial planning software
28
SELECTIVE ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗foreign
$1.9M RAUM · 1 reps · 0040744331681 · selectivecapital.ro
Financial planning software
28
PILOTAGE PRIVATE WEALTH AG reports 11-25 financial-planning clients, up from 1-10. IAPD ↗foreign
$175.4M RAUM · 3 reps · 41-43-5081717
Financial planning software
aum down — 479 Regulatory AUM down >=25% since last filing.
50
ADVISORS ASSET MANAGEMENT, INC. reported RAUM down 49% ($3.85B -> $1.96B). IAPD ↗
$1.96B RAUM · 51 reps · 719-488-9956 · aamlive.com
M&A & valuationRecruiting & transitions
50
SANFORD C. BERNSTEIN & CO., LLC reported RAUM down 56% ($3.71B -> $1.65B). IAPD ↗
$1.65B RAUM · 0 reps · 615-622-0000
M&A & valuationRecruiting & transitions
50
PRODIGY ASSET MANAGEMENT LLC reported RAUM down 37% ($3.36B -> $2.13B). IAPD ↗
$2.13B RAUM · 5 reps · 402-493-9875 · prodigyllc.com
M&A & valuationRecruiting & transitions
50
SAROFIM INTERNATIONAL MANAGEMENT CO reported RAUM down 58% ($5.75B -> $2.43B). IAPD ↗
$2.43B RAUM · 21 reps · 713-654-4484
M&A & valuationRecruiting & transitions
50
GLENMEDE INVESTMENT MANAGEMENT, LP reported RAUM down 41% ($11.99B -> $7.07B). IAPD ↗
$7.07B RAUM · 22 reps · 215-419-6000 · glenmedeim.com
M&A & valuationRecruiting & transitions
50
ENVESTNET PORTFOLIO SOLUTIONS, INC. reported RAUM down 27% ($40.46B -> $29.34B). IAPD ↗
$29.34B RAUM · 187 reps · 312-827-2800
M&A & valuationRecruiting & transitions
50
M.D. SASS, LLC reported RAUM down 52% ($4.48B -> $2.17B). IAPD ↗
$2.17B RAUM · 9 reps · 212-730-2000
M&A & valuationRecruiting & transitions
50
COHO PARTNERS, LTD. reported RAUM down 52% ($4.56B -> $2.20B). IAPD ↗
$2.20B RAUM · 6 reps · 484-318-7575 · cohofunds.com
M&A & valuationRecruiting & transitions
50
MORNINGSTAR INVESTMENT SERVICES LLC reported RAUM down 88% ($11.97B -> $1.39B). IAPD ↗
$1.39B RAUM · 29 reps · 312-696-6000 · mp.morningstar.com
M&A & valuationRecruiting & transitions
50
TOWER BRIDGE ADVISORS reported RAUM down 29% ($1.86B -> $1.32B). IAPD ↗
$1.32B RAUM · 8 reps · 610-260-2200 · towerbridgeadvisors.com
M&A & valuationRecruiting & transitions
50
SCF INVESTMENT ADVISORS, INC. reported RAUM down 47% ($2.55B -> $1.35B). IAPD ↗
$1.35B RAUM · 61 reps · 559-456-6108
M&A & valuationRecruiting & transitions
50
PROPRIETARY CAPITAL, LLC reported RAUM down 40% ($1.93B -> $1.15B). IAPD ↗
$1.15B RAUM · 7 reps · 303-575-9084 · proprietarycapital.com
M&A & valuationRecruiting & transitions
50
GREENSPRING ADVISORS, LLC reported RAUM down 45% ($6.90B -> $3.78B). IAPD ↗
$3.78B RAUM · 27 reps · 443-564-4600
M&A & valuationRecruiting & transitions
50
REDWOOD INVESTMENTS, LLC reported RAUM down 38% ($1.69B -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 617-467-3000 · redwoodinv.com
M&A & valuationRecruiting & transitions
50
MAR VISTA INVESTMENT PARTNERS, LLC reported RAUM down 35% ($2.31B -> $1.51B). IAPD ↗
$1.51B RAUM · 17 reps · 310-917-2800
M&A & valuationRecruiting & transitions
50
NUANCE INVESTMENTS, LLC reported RAUM down 43% ($5.00B -> $2.85B). IAPD ↗
$2.85B RAUM · 8 reps · 816-743-7080 · nuanceinvestments.com
M&A & valuationRecruiting & transitions
50
TRIAN FUND MANAGEMENT, L.P. reported RAUM down 30% ($9.05B -> $6.30B). IAPD ↗
$6.30B RAUM · 15 reps · 212-451-3000
M&A & valuationRecruiting & transitions
50
GREENLINE PARTNERS reported RAUM down 31% ($1.61B -> $1.10B). IAPD ↗
$1.10B RAUM · 2 reps · 646-470-8714 · glinepartners.com
M&A & valuationRecruiting & transitions
50
INTRUA FINANCIAL reported RAUM down 27% ($1.66B -> $1.21B). IAPD ↗
$1.21B RAUM · 41 reps · 713-355-9910
M&A & valuationRecruiting & transitions
50
SEPIO CAPITAL, LP reported RAUM down 33% ($6.67B -> $4.46B). IAPD ↗
$4.46B RAUM · 17 reps · (415) 915-3708 · sepiocap.com
M&A & valuationRecruiting & transitions
50
SALOMON AND LUDWIN reported RAUM down 28% ($1.71B -> $1.23B). IAPD ↗
$1.23B RAUM · 6 reps · 804-592-4999
M&A & valuationRecruiting & transitions
50
SYON CAPITAL LLC reported RAUM down 30% ($2.53B -> $1.77B). IAPD ↗
$1.77B RAUM · 2 reps · 415-520-7966 · syoncap.com
M&A & valuationRecruiting & transitions
48
RVK, INC. reported RAUM down 31% ($1.12B -> $766.4M). IAPD ↗
$766.4M RAUM · 122 reps · 503-221-4200 · rvkinc.com
M&A & valuationRecruiting & transitions
48
FDX ADVISORS, INC. reported RAUM down 59% ($2.27B -> $926.1M). IAPD ↗
$926.1M RAUM · 5 reps · 312-827-2800 · facebook.com.
M&A & valuationRecruiting & transitions
48
TETON ADVISORS, LLC reported RAUM down 28% ($456.9M -> $330.1M). IAPD ↗
$330.1M RAUM · 4 reps · 914-457-1070 · tetonadv.com
M&A & valuationRecruiting & transitions
48
THE H GROUP, INC. reported RAUM down 25% ($778.2M -> $580.1M). IAPD ↗
$580.1M RAUM · 11 reps · 503-292-5853 · thehgroup.com
M&A & valuationRecruiting & transitions
48
GUGGENHEIM INVESTMENT ADVISORS, LLC reported RAUM down 40% ($876.5M -> $522.0M). IAPD ↗
$522.0M RAUM · 9 reps · 866-285-3655 · guggenheimpartners.com
M&A & valuationRecruiting & transitions
48
TOWLE & CO reported RAUM down 31% ($879.3M -> $608.7M). IAPD ↗
$608.7M RAUM · 5 reps · 303-731-2494 · towlefunds.com
M&A & valuationRecruiting & transitions
48
ROBERTSON INVESTMENT MANAGEMENT reported RAUM down 37% ($434.4M -> $273.1M). IAPD ↗
$273.1M RAUM · 8 reps · 713-622-4077 · robertsonwealth.com
M&A & valuationRecruiting & transitions
48
US ASSET MANAGEMENT, LLC reported RAUM down 31% ($467.5M -> $321.2M). IAPD ↗
$321.2M RAUM · 3 reps · 412-231-8209
M&A & valuationRecruiting & transitions
48
REALTA INVESTMENT ADVISORS, INC reported RAUM down 57% ($799.7M -> $343.5M). IAPD ↗
$343.5M RAUM · 54 reps · 888-657-5200
M&A & valuationRecruiting & transitions
48
MENDOTA FINANCIAL GROUP, LLC reported RAUM down 41% ($431.1M -> $254.6M). IAPD ↗
$254.6M RAUM · 5 reps · (608) 223-9211
M&A & valuationRecruiting & transitions
48
JRM INVESTMENT COUNSEL. reported RAUM down 27% ($742.0M -> $545.3M). IAPD ↗
$545.3M RAUM · 3 reps · 402-884-3737 · jrminvestmentcounsel.com
M&A & valuationRecruiting & transitions
48
KAHN BROTHERS ADVISORS LLC reported RAUM down 30% ($621.5M -> $434.0M). IAPD ↗
$434.0M RAUM · 3 reps · 212-980-5050 · kahnbrothers.com
M&A & valuationRecruiting & transitions
48
GIA PARTNERS, LLC. reported RAUM down 40% ($1.64B -> $984.7M). IAPD ↗
$984.7M RAUM · 5 reps · 212-893-7810 · giallc.com
M&A & valuationRecruiting & transitions
48
KABOUTER MANAGEMENT, LLC reported RAUM down 54% ($876.7M -> $398.9M). IAPD ↗
$398.9M RAUM · 8 reps · 312-546-4260
M&A & valuationRecruiting & transitions
48
APPOMATTOX ADVISORY, INC reported RAUM down 46% ($753.9M -> $410.8M). IAPD ↗
$410.8M RAUM · 4 reps · 212-895-3000 · appomattox.com
M&A & valuationRecruiting & transitions
48
CANNELL CAPITAL LLC reported RAUM down 38% ($851.8M -> $527.6M). IAPD ↗
$527.6M RAUM · 3 reps · 307-733-2284
M&A & valuationRecruiting & transitions
48
ASA MANAGED ACCOUNT MANAGERS LLC reported RAUM down 51% ($1.88B -> $920.2M). IAPD ↗
$920.2M RAUM · 0 reps · 952 847-2450 · asallc.com
M&A & valuationRecruiting & transitions
48
ARGENT RETIREMENT PLAN ADVISORS, LLC reported RAUM down 31% ($947.7M -> $651.9M). IAPD ↗
$651.9M RAUM · 3 reps · 381-251-5800 · argentfinancial.com
M&A & valuationRecruiting & transitions
48
GARRISON POINT CAPITAL, LLC reported RAUM down 30% ($485.2M -> $337.6M). IAPD ↗
$337.6M RAUM · 3 reps · 415-887-1410 · garpc.com
M&A & valuationRecruiting & transitions
48
WINDROCK WEALTH MANAGEMENT reported RAUM down 30% ($415.3M -> $290.6M). IAPD ↗
$290.6M RAUM · 3 reps · 312-650-9593
M&A & valuationRecruiting & transitions
48
JACKSON SQUARE PARTNERS, LLC reported RAUM down 68% ($3.11B -> $995.1M). IAPD ↗
$995.1M RAUM · 4 reps · 415 635-0220 · jspartners.com
M&A & valuationRecruiting & transitions
48
SHARIAPORTFOLIO, INC. reported RAUM down 69% ($832.3M -> $260.9M). IAPD ↗
$260.9M RAUM · 7 reps · 321-275-5125
M&A & valuationRecruiting & transitions
48
RIVERWATER PARTNERS LLC reported RAUM down 31% ($871.7M -> $600.2M). IAPD ↗
$600.2M RAUM · 7 reps · 414-858-8000 · riverwaterpartners.com
M&A & valuationRecruiting & transitions
48
BRIGHT FUTURES WEALTH MANAGEMENT, LLC reported RAUM down 35% ($388.4M -> $254.4M). IAPD ↗
$254.4M RAUM · 16 reps · (585) 231-1595
M&A & valuationRecruiting & transitions
48
RYE BROOK CAPITAL, LLC reported RAUM down 41% ($475.0M -> $278.6M). IAPD ↗
$278.6M RAUM · 1 reps · 203-542-2822 · ryebrookcapital.com
M&A & valuationRecruiting & transitions
48
BRAINVEST WEALTH MANAGEMENT LLC reported RAUM down 57% ($1.28B -> $553.8M). IAPD ↗
$553.8M RAUM · 3 reps · 305-224-8834 · brainvest.com
M&A & valuationRecruiting & transitions
48
LGL PARTNERS, LLC reported RAUM down 30% ($1.20B -> $847.9M). IAPD ↗
$847.9M RAUM · 26 reps · 610-545-6100
M&A & valuationRecruiting & transitions
48
MASONRY CAPITAL MANAGEMENT, LLC reported RAUM down 31% ($516.6M -> $358.8M). IAPD ↗
$358.8M RAUM · 2 reps · 434-202-3554
M&A & valuationRecruiting & transitions
48
LLOYD HARBOR CAPITAL MANAGEMENT, LLC reported RAUM down 31% ($450.9M -> $309.6M). IAPD ↗
$309.6M RAUM · 7 reps · 631-246-0340
M&A & valuationRecruiting & transitions
48
LOGAN STONE reported RAUM down 36% ($805.4M -> $513.1M). IAPD ↗
$513.1M RAUM · 3 reps · 312-858-1670 · loganstonecap.com
M&A & valuationRecruiting & transitions
48
SAIPH CAPITAL, LLC reported RAUM down 44% ($640.5M -> $361.4M). IAPD ↗
$361.4M RAUM · 3 reps · 201-215-0199
M&A & valuationRecruiting & transitions
48
ATOMIC INVEST LLC reported RAUM down 70% ($1.53B -> $462.9M). IAPD ↗
$462.9M RAUM · 18 reps · 212-419-5036 · atomicvest.com
M&A & valuationRecruiting & transitions
48
DOWNTOWN WEALTH STUDIOS, LLC reported RAUM down 28% ($886.3M -> $635.0M). IAPD ↗
$635.0M RAUM · 4 reps · 888-240-2737 · dtwn.co
M&A & valuationRecruiting & transitions
48
CAUSEY PUBLIC FINANCE reported RAUM down 70% ($1.37B -> $415.8M). IAPD ↗
$415.8M RAUM · 10 reps · 720-669-3358 · causeypf.com
M&A & valuationRecruiting & transitions
45
WILMINGTON TRUST INVESTMENT MANAGEMENT reported RAUM down 31% ($188.9M -> $130.0M). IAPD ↗
$130.0M RAUM · 17 reps · (302) 651-8118
M&A & valuationRecruiting & transitions
45
COKER & PALMER reported RAUM down 69% ($791.5M -> $244.1M). IAPD ↗
$244.1M RAUM · 10 reps · 601-354-0860 · cokerpalmer.com
M&A & valuationRecruiting & transitions
45
VANTAGE CONSULTING GROUP INC reported RAUM down 51% ($468.7M -> $230.8M). IAPD ↗
$230.8M RAUM · 6 reps · 757-491-2998 · vantageconsultinggroup.com
M&A & valuationRecruiting & transitions
45
WALL CAPITAL GROUP, INC. reported RAUM down 84% ($657.7M -> $107.5M). IAPD ↗
$107.5M RAUM · 2 reps · 623-242-6332 · wallwealthadvisors.com
M&A & valuationRecruiting & transitions
45
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO reported RAUM down 87% ($740.2M -> $98.9M). IAPD ↗
$98.9M RAUM · 3 reps · 818-242-6693 · pacificglobal.us
M&A & valuationRecruiting & transitions
45
AMP WEALTH MANAGEMENT reported RAUM down 49% ($433.7M -> $220.4M). IAPD ↗
$220.4M RAUM · 3 reps · 414-332-1011 · ampinvestment.com
M&A & valuationRecruiting & transitions
45
PRIVATE ASSET MANAGEMENT INC reported RAUM down 38% ($168.9M -> $105.2M). IAPD ↗
$105.2M RAUM · 2 reps · 425-213-1600
M&A & valuationRecruiting & transitions
45
SUMNICHT & ASSOCIATES, LLC reported RAUM down 65% ($287.2M -> $100.4M). IAPD ↗
$100.4M RAUM · 4 reps · 920-731-4455 · sumnicht.com
M&A & valuationRecruiting & transitions
45
PHILLIPS RAY CAPITAL MANAGEMENT, INC. reported RAUM down 34% ($90.7M -> $59.5M). IAPD ↗
$59.5M RAUM · 1 reps · 817-338-4223 · phillipsray.com
M&A & valuationRecruiting & transitions
45
JOHN T. MCCARTHY, LLC reported RAUM down 41% ($98.8M -> $57.8M). IAPD ↗
$57.8M RAUM · 1 reps · 941-292-9999
M&A & valuationRecruiting & transitions
45
MUTUAL TRUST ASSET MGMT., INC. reported RAUM down 76% ($241.4M -> $57.4M). IAPD ↗
$57.4M RAUM · 4 reps · 813-264-0440
M&A & valuationRecruiting & transitions
45
CYPRESS CAPITAL GROUP reported RAUM down 56% ($130.4M -> $57.5M). IAPD ↗
$57.5M RAUM · 2 reps · 561-659-5889
M&A & valuationRecruiting & transitions
45
BCM WEALTH MANAGEMENT reported RAUM down 32% ($294.5M -> $199.5M). IAPD ↗
$199.5M RAUM · 4 reps · 888-369-2261 · biddlecapitalmanagement.com
M&A & valuationRecruiting & transitions
45
DCM ADVISORS, LLC reported RAUM down 37% ($349.8M -> $220.1M). IAPD ↗
$220.1M RAUM · 6 reps · 917-386-6260
M&A & valuationRecruiting & transitions
45
CAPITAL PRESERVATION PARTNERS, INC. reported RAUM down 26% ($262.2M -> $194.7M). IAPD ↗
$194.7M RAUM · 3 reps · 914-337-2272 · cpp.bz
M&A & valuationRecruiting & transitions
45
PUBLIC EQUITY PARTNERS reported RAUM down 100% ($6.75B -> $33.0M). IAPD ↗
$33.0M RAUM · 1 reps · 512-422-7559 · pepllc.org
M&A & valuationRecruiting & transitions
45
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. reported RAUM down 30% ($91.7M -> $64.1M). IAPD ↗
$64.1M RAUM · 1 reps · 281-778-4900 · rmpwm.com
M&A & valuationRecruiting & transitions
45
HODGE FINANCIAL SERVICES, LLC reported RAUM down 75% ($164.7M -> $41.1M). IAPD ↗
$41.1M RAUM · 1 reps · 800-552-2001
M&A & valuationRecruiting & transitions
45
PARTNERS CAPITAL SERVICES, INC. reported RAUM down 32% ($138.8M -> $94.1M). IAPD ↗
$94.1M RAUM · 12 reps · 631-851-0918 · partcapservices.com
M&A & valuationRecruiting & transitions
45
FOREST HILL CAPITAL, LLC reported RAUM down 43% ($258.2M -> $146.7M). IAPD ↗
$146.7M RAUM · 4 reps · 501-663-4491 · foresthillcap.com
M&A & valuationRecruiting & transitions
45
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. reported RAUM down 82% ($230.8M -> $42.0M). IAPD ↗
$42.0M RAUM · 2 reps · 949-248-8800 · capitalfin.com
M&A & valuationRecruiting & transitions
45
BLACKGOLD CAPITAL MANAGEMENT LP reported RAUM down 70% ($594.6M -> $178.0M). IAPD ↗
$178.0M RAUM · 3 reps · 832-350-8964
M&A & valuationRecruiting & transitions
45
THE EIDEARD GROUP, LLC reported RAUM down 34% ($273.6M -> $180.9M). IAPD ↗
$180.9M RAUM · 2 reps · 603-471-9909 · eideardgroup.com
M&A & valuationRecruiting & transitions
45
FIRST CITIZENS ASSET MANAGEMENT, INC reported RAUM down 68% ($523.0M -> $167.0M). IAPD ↗
$167.0M RAUM · 33 reps · 800-229-0205 · firstcitizens.com
M&A & valuationRecruiting & transitions
45
SWBC INVESTMENT COMPANY reported RAUM down 34% ($345.8M -> $229.2M). IAPD ↗
$229.2M RAUM · 19 reps · 210-376-3279 · swbc.com
M&A & valuationRecruiting & transitions
45
ALPHAQ ADVISORS reported RAUM down 82% ($332.5M -> $59.5M). IAPD ↗
$59.5M RAUM · 2 reps · 407-982-4550
M&A & valuationRecruiting & transitions
45
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT reported RAUM down 28% ($130.7M -> $93.8M). IAPD ↗
$93.8M RAUM · 2 reps · 209-536-9734 · tginvesting.com
M&A & valuationRecruiting & transitions
45
GREEN ALPHA INVESTMENTS reported RAUM down 26% ($329.9M -> $244.2M). IAPD ↗
$244.2M RAUM · 3 reps · 303-993-7856 · greenalphaadvisors.com
M&A & valuationRecruiting & transitions
45
APOLLO WEALTH MANAGEMENT, LLC reported RAUM down 55% ($70.0M -> $31.3M). IAPD ↗
$31.3M RAUM · 1 reps · 716-783-1610 · apollowm.com
M&A & valuationRecruiting & transitions
45
FORTUNE FINANCIAL ADVISORS, LLC reported RAUM down 45% ($369.0M -> $202.4M). IAPD ↗
$202.4M RAUM · 5 reps · 913-393-0038 · fortunefinancialadvisors.com
M&A & valuationRecruiting & transitions
45
CORE CAPITAL MANAGEMENT AND RESEARCH INC. reported RAUM down 82% ($1.33B -> $243.1M). IAPD ↗
$243.1M RAUM · 4 reps · 713-864-4300 · ccmr.io
M&A & valuationRecruiting & transitions
45
HUDSON COMPANIES reported RAUM down 42% ($112.1M -> $64.8M). IAPD ↗
$64.8M RAUM · 1 reps · (845) 920-1600
M&A & valuationRecruiting & transitions
45
LAIDLAW WEALTH MANAGEMENT LLC reported RAUM down 78% ($530.4M -> $114.8M). IAPD ↗
$114.8M RAUM · 3 reps · 212-953-4910 · laidlawwealthmanagement.com
M&A & valuationRecruiting & transitions
45
MONEY MANAGERS, INC. reported RAUM down 65% ($153.4M -> $53.2M). IAPD ↗
$53.2M RAUM · 3 reps · (725) 254-5220 · usamoneymanagers.com
M&A & valuationRecruiting & transitions
45
ALTAI CAPITAL MANAGEMENT, L.P. reported RAUM down 40% ($228.1M -> $136.1M). IAPD ↗
$136.1M RAUM · 3 reps · 949-326-9611
M&A & valuationRecruiting & transitions
45
CERASUS ADVISORS INC reported RAUM down 32% ($187.1M -> $127.5M). IAPD ↗
$127.5M RAUM · 1 reps · 669-237-2787
M&A & valuationRecruiting & transitions
45
MARTIN CAPITAL PARTNERS, LLC reported RAUM down 71% ($333.0M -> $95.9M). IAPD ↗
$95.9M RAUM · 4 reps · 541-636-4170 · martincp.com
M&A & valuationRecruiting & transitions
45
COLUMBIA RIVER ADVISORS reported RAUM down 60% ($471.9M -> $189.6M). IAPD ↗
$189.6M RAUM · 3 reps · (253) 589-1401
M&A & valuationRecruiting & transitions
45
SAXON SECURITIES LLC reported RAUM down 27% ($186.8M -> $137.2M). IAPD ↗
$137.2M RAUM · 1 reps · 415-820-5312 · saxonsecurities.com
M&A & valuationRecruiting & transitions
45
COVE STREET CAPITAL, LLC reported RAUM down 65% ($364.0M -> $126.7M). IAPD ↗
$126.7M RAUM · 1 reps · 424-221-5897 · covestreetcapital.com
M&A & valuationRecruiting & transitions
45
TAVERIK CAPITAL, LLC reported RAUM down 56% ($245.4M -> $106.8M). IAPD ↗
$106.8M RAUM · 3 reps · 864-967-9838 · wcmglobalwealth.com
M&A & valuationRecruiting & transitions
45
ATCAP PARTNERS, LLC reported RAUM down 25% ($84.2M -> $62.9M). IAPD ↗
$62.9M RAUM · 20 reps · 866-842-3356
M&A & valuationRecruiting & transitions
45
PMD ADVISORY reported RAUM down 25% ($139.3M -> $104.4M). IAPD ↗
$104.4M RAUM · 2 reps · 205-986-0060 · pmdadvisory.com
M&A & valuationRecruiting & transitions
45
ARISTOTLE CREDIT PARTNERS, LLC reported RAUM down 76% ($947.3M -> $225.0M). IAPD ↗
$225.0M RAUM · 2 reps · 949-681-2100
M&A & valuationRecruiting & transitions
45
NEW POTOMAC PARTNERS LLC reported RAUM down 72% ($210.8M -> $59.3M). IAPD ↗
$59.3M RAUM · 2 reps · 240-253-4280 · newpotomacpartners.com
M&A & valuationRecruiting & transitions
45
STRATEGAS ASSET MANAGEMENT, LLC reported RAUM down 67% ($446.5M -> $148.2M). IAPD ↗
$148.2M RAUM · 9 reps · 855-273-7227 · strategasasset.com
M&A & valuationRecruiting & transitions
45
VANN EQUITY MANAGEMENT LLC reported RAUM down 71% ($701.0M -> $203.6M). IAPD ↗
$203.6M RAUM · 7 reps · 214-983-0346 · vannequitymanagement.com
M&A & valuationRecruiting & transitions
45
WP ASSET MANAGEMENT reported RAUM down 33% ($143.3M -> $96.2M). IAPD ↗
$96.2M RAUM · 2 reps · 908-719-8800
M&A & valuationRecruiting & transitions
45
WINTHROP PARTNERS - WPA , LLC reported RAUM down 47% ($68.8M -> $36.2M). IAPD ↗
$36.2M RAUM · 2 reps · 267-454-7551
M&A & valuationRecruiting & transitions
45
ASPIRE PRIVATE WEALTH COUNSEL, LLC reported RAUM down 43% ($129.4M -> $74.3M). IAPD ↗
$74.3M RAUM · 2 reps · 865-500-8965
M&A & valuationRecruiting & transitions
45
MGO PRIVATE WEALTH, LLC reported RAUM down 28% ($287.5M -> $206.2M). IAPD ↗
$206.2M RAUM · 2 reps · (949) 207-3241 · mgoprivatewealth.com
M&A & valuationRecruiting & transitions
45
SAPIENCE INVESTMENTS, LLC reported RAUM down 58% ($443.0M -> $184.7M). IAPD ↗
$184.7M RAUM · 4 reps · 949 662 1011 · sapienceinv.com
M&A & valuationRecruiting & transitions
45
CAPITAL ENDURANCE GROUP, INC reported RAUM down 34% ($127.1M -> $84.5M). IAPD ↗
$84.5M RAUM · 2 reps · 470-375-6663 · pauldelaney.com
M&A & valuationRecruiting & transitions
45
SFI ADVISORS, LLC reported RAUM down 28% ($239.0M -> $173.0M). IAPD ↗
$173.0M RAUM · 6 reps · 973-744-1014 · sfiadvisors.com
M&A & valuationRecruiting & transitions
45
ACRYLIC FINANCIAL, INC. reported RAUM down 31% ($84.2M -> $58.4M). IAPD ↗
$58.4M RAUM · 24 reps · 833-422-7954 · acrylicfinancial.com
M&A & valuationRecruiting & transitions
45
ARIA WEALTH MANAGEMENT reported RAUM down 37% ($194.3M -> $122.8M). IAPD ↗
$122.8M RAUM · 8 reps · 669-222-1155 · ariawm.com
M&A & valuationRecruiting & transitions
45
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC reported RAUM down 33% ($183.2M -> $122.8M). IAPD ↗
$122.8M RAUM · 31 reps · 1-407-362-7753
M&A & valuationRecruiting & transitions
45
ATLANTIC WEALTH PARTNERS, LLC reported RAUM down 26% ($227.7M -> $169.4M). IAPD ↗
$169.4M RAUM · 3 reps · 561-632-0566 · atlanticwp.com
M&A & valuationRecruiting & transitions
45
BRAZOS CAPITAL reported RAUM down 28% ($126.2M -> $90.5M). IAPD ↗
$90.5M RAUM · 2 reps · 512-827-0826 · brazoscapitalgroup.com
M&A & valuationRecruiting & transitions
45
DAVID CAPITAL PARTNERS, LLC reported RAUM down 54% ($188.4M -> $86.0M). IAPD ↗
$86.0M RAUM · 3 reps · (312) 878-0260
M&A & valuationRecruiting & transitions
45
CMC FINANCIAL GROUP, LLC reported RAUM down 44% ($196.3M -> $109.9M). IAPD ↗
$109.9M RAUM · 3 reps · (678) 690-8800 · cmcfg.com
M&A & valuationRecruiting & transitions
45
PROXY WEALTH ADVISORS LLC reported RAUM down 32% ($132.8M -> $90.0M). IAPD ↗
$90.0M RAUM · 11 reps · 646-289-5075 · proxywealth.com
M&A & valuationRecruiting & transitions
45
BUILD ASSET MANAGEMENT reported RAUM down 60% ($109.5M -> $44.2M). IAPD ↗
$44.2M RAUM · 3 reps · 833-852-8453 · getbuilding.com
M&A & valuationRecruiting & transitions
45
TALON PRIVATE WEALTH, LLC reported RAUM down 88% ($843.3M -> $97.9M). IAPD ↗
$97.9M RAUM · 8 reps · (352) 751-3200
M&A & valuationRecruiting & transitions
45
SAGE TREE WEALTH reported RAUM down 45% ($58.4M -> $32.0M). IAPD ↗
$32.0M RAUM · 2 reps · 5855002579
M&A & valuationRecruiting & transitions
45
COREPATH WEALTH PARTNERS LLC reported RAUM down 37% ($348.2M -> $217.9M). IAPD ↗
$217.9M RAUM · 4 reps · (480) 448-0334 · corepathwealthpartners.com
M&A & valuationRecruiting & transitions
45
TOAMS FINANCIAL reported RAUM down 32% ($155.0M -> $106.0M). IAPD ↗
$106.0M RAUM · 1 reps · (904) 733-5321
M&A & valuationRecruiting & transitions
45
BETTER WAY LLC reported RAUM down 35% ($157.3M -> $101.5M). IAPD ↗
$101.5M RAUM · 1 reps · 617-388-0139
M&A & valuationRecruiting & transitions
45
LION CAPITAL ADVISORS LLC reported RAUM down 38% ($222.1M -> $136.7M). IAPD ↗
$136.7M RAUM · 1 reps · 305-849-5222
M&A & valuationRecruiting & transitions
45
WELLINGTON WEALTH STRATEGIES, LLC reported RAUM down 50% ($289.6M -> $145.6M). IAPD ↗
$145.6M RAUM · 8 reps · 317-789-8800 · twealth.com
M&A & valuationRecruiting & transitions
45
ALIGNMENT FINANCIAL GROUP reported RAUM down 95% ($315.7M -> $15.0M). IAPD ↗
$15.0M RAUM · 1 reps · (617) 306-3159 · alignfg.com
M&A & valuationRecruiting & transitions
45
NOTTINGHAM WEALTH PARTNERS, INC. reported RAUM down 29% ($92.9M -> $65.6M). IAPD ↗
$65.6M RAUM · 2 reps · 561-472-2312 · nottinghamwealthpartners.com
M&A & valuationRecruiting & transitions
45
CARDEA CAPITAL ADVISORS, LLC reported RAUM down 28% ($147.5M -> $105.8M). IAPD ↗
$105.8M RAUM · 7 reps · 770-977-7779
M&A & valuationRecruiting & transitions
45
LSB WEALTH MANAGEMENT reported RAUM down 25% ($231.8M -> $173.0M). IAPD ↗
$173.0M RAUM · 10 reps · 515-327-9922 · mylsbcapital.com
M&A & valuationRecruiting & transitions
45
KAILIX ADVISORS LLC reported RAUM down 35% ($333.0M -> $217.5M). IAPD ↗
$217.5M RAUM · 1 reps · (212) 748-9723
M&A & valuationRecruiting & transitions
45
ROSENBLATT GLOBAL ADVISORS reported RAUM down 99% ($152.1M -> $1.0M). IAPD ↗
$1.0M RAUM · 2 reps · 212-607-3100 · rbltga.com
M&A & valuationRecruiting & transitions
45
COPE CONNELLY reported RAUM down 68% ($244.9M -> $79.1M). IAPD ↗
$79.1M RAUM · 3 reps · (888) 336-8402
M&A & valuationRecruiting & transitions
45
HUDSON PARK MANAGEMENT, LLC reported RAUM down 48% ($109.0M -> $57.0M). IAPD ↗
$57.0M RAUM · 1 reps · 212-729-7501 · hudsonparkadvisors.com
M&A & valuationRecruiting & transitions
45
BANCREEK CAPITAL MANAGEMENT, LP reported RAUM down 38% ($203.4M -> $125.2M). IAPD ↗
$125.2M RAUM · 3 reps · 424-252-4813 (EXT 5013)
M&A & valuationRecruiting & transitions
45
AMICORP WEALTH SERVICES reported RAUM down 82% ($119.2M -> $21.4M). IAPD ↗
$21.4M RAUM · 2 reps · (786) 8421075 · amicorp.com
M&A & valuationRecruiting & transitions
45
IMPRINT WEALTH LLC reported RAUM down 85% ($709.1M -> $107.2M). IAPD ↗
$107.2M RAUM · 1 reps · (843) 834-4853
M&A & valuationRecruiting & transitions
45
COINBASE ASSET MANAGEMENT, LLC reported RAUM down 69% ($281.6M -> $87.9M). IAPD ↗
$87.9M RAUM · 9 reps · (203) 489-1450
M&A & valuationRecruiting & transitions
45
BALANZ reported RAUM down 38% ($265.9M -> $165.3M). IAPD ↗
$165.3M RAUM · 2 reps · 786 687-4066 · balanz.us
M&A & valuationRecruiting & transitions
45
AURORA WEALTH ADVISORS reported RAUM down 27% ($184.4M -> $133.9M). IAPD ↗
$133.9M RAUM · 2 reps · 858-326-0046 · aurorawealth.com
M&A & valuationRecruiting & transitions
45
ALPINE HILL ADVISORS LLC reported RAUM down 27% ($158.4M -> $115.3M). IAPD ↗
$115.3M RAUM · 2 reps · (203) 429-0406
M&A & valuationRecruiting & transitions
45
EDLY ADVISORS reported RAUM down 49% ($39.0M -> $19.8M). IAPD ↗
$19.8M RAUM · 2 reps · (914) 775-8299 · edly.co
M&A & valuationRecruiting & transitions
45
RATSON ADVISORY LLC reported RAUM down 79% ($405.5M -> $85.5M). IAPD ↗
$85.5M RAUM · 1 reps · 917-325-7440 · ratsonadvisory.com
M&A & valuationRecruiting & transitions
40
GUGGENHEIM INVESTMENTS reported RAUM down 34% ($11.26B -> $7.40B). IAPD ↗institutional
$7.40B RAUM · 13 reps · 212-739-0700 · guggenheiminvestments.com
M&A & valuationRecruiting & transitions
40
FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA reported RAUM down 51% ($26.18B -> $12.79B). IAPD ↗institutional
$12.79B RAUM · 14 reps · (412) 288-1900
M&A & valuationRecruiting & transitions
40
WESTCHESTER CAPITAL MANAGEMENT, LLC reported RAUM down 29% ($3.97B -> $2.81B). IAPD ↗institutional
$2.81B RAUM · 6 reps · 914-741-5600
M&A & valuationRecruiting & transitions
40
ALGEBRIS INVESTMENTS (US) INC. reported RAUM down 66% ($12.90B -> $4.36B). IAPD ↗institutional
$4.36B RAUM · 4 reps · 617-648-4828 · algebris.com
M&A & valuationRecruiting & transitions
40
MAN GLOBAL PRIVATE MARKETS (USA) INC. reported RAUM down 45% ($2.69B -> $1.49B). IAPD ↗institutional
$1.49B RAUM · 16 reps · 980 321 7560 · man.com
M&A & valuationRecruiting & transitions
40
CIM CAPITAL IC MANAGEMENT, LLC reported RAUM down 38% ($1.82B -> $1.13B). IAPD ↗institutional
$1.13B RAUM · 15 reps · 323-860-4900
M&A & valuationRecruiting & transitions
40
ENHANCED PK SERVICES, LLC reported RAUM down 48% ($2.58B -> $1.35B). IAPD ↗institutional
$1.35B RAUM · 1 reps · 646-829-3629
M&A & valuationRecruiting & transitions
38
MUTUAL OF AMERICA LIFE INSURANCE COMPANY reported RAUM down 59% ($818.7M -> $335.6M). IAPD ↗institutional
$335.6M RAUM · 2 reps · (212) 224-1600 · mutualofamerica.com
M&A & valuationRecruiting & transitions
38
RAINIER INVESTMENT MANAGEMENT LLC reported RAUM down 27% ($840.3M -> $617.0M). IAPD ↗institutional
$617.0M RAUM · 4 reps · 206-518-6600 · manning-napier.com
M&A & valuationRecruiting & transitions
38
STONERIDGE PMG ADVISORS, LLC reported RAUM down 59% ($981.7M -> $403.7M). IAPD ↗institutional
$403.7M RAUM · 2 reps · 484-254-5400 · srpmga.com
M&A & valuationRecruiting & transitions
38
BROCK FIDUCIARY SERVICES LLC reported RAUM down 85% ($5.41B -> $805.0M). IAPD ↗institutional
$805.0M RAUM · 1 reps · 212-209-3000 · brockcapital.com
M&A & valuationRecruiting & transitions
38
CHATHAM INVESTMENT ADVISORS, LLC reported RAUM down 45% ($697.9M -> $383.5M). IAPD ↗institutional
$383.5M RAUM · 1 reps · 610-925-3120 · chathamfig.com
M&A & valuationRecruiting & transitions
38
LADDER CAPITAL ASSET MANAGEMENT LLC reported RAUM down 34% ($1.34B -> $879.4M). IAPD ↗institutional
$879.4M RAUM · 12 reps · 212-715-3170
M&A & valuationRecruiting & transitions
38
ROOSEVELT MANAGEMENT COMPANY LLC reported RAUM down 44% ($803.1M -> $451.7M). IAPD ↗institutional
$451.7M RAUM · 48 reps · 212-938-4800
M&A & valuationRecruiting & transitions
38
ALPHACENTRIC ADVISORS LLC reported RAUM down 32% ($728.2M -> $495.0M). IAPD ↗institutional
$495.0M RAUM · 7 reps · 787-334-1781 · alphacentricfunds.com
M&A & valuationRecruiting & transitions
38
CHIRON INVESTMENT MANAGEMENT, LLC reported RAUM down 28% ($612.0M -> $440.2M). IAPD ↗institutional
$440.2M RAUM · 4 reps · 917-338-5082
M&A & valuationRecruiting & transitions
38
SST BENEFITS CONSULTING reported RAUM down 85% ($1.92B -> $280.4M). IAPD ↗institutional
$280.4M RAUM · 2 reps · 949.460.9898
M&A & valuationRecruiting & transitions
38
CORE ALTERNATIVE CAPITAL, LLC reported RAUM down 29% ($618.0M -> $438.0M). IAPD ↗institutional
$438.0M RAUM · 3 reps · 770-841-1893 · corealtfunds.com
M&A & valuationRecruiting & transitions
38
ELECTRA CAPITAL reported RAUM down 47% ($593.1M -> $315.4M). IAPD ↗institutional
$315.4M RAUM · 9 reps · (610) 977-2000
M&A & valuationRecruiting & transitions
38
AXQ CAPITAL, LP reported RAUM down 32% ($423.7M -> $286.6M). IAPD ↗institutional
$286.6M RAUM · 2 reps · (917) 819-2463
M&A & valuationRecruiting & transitions
38
RPS RETIREMENT PLAN ADVISORS reported RAUM down 39% ($443.6M -> $271.8M). IAPD ↗institutional
$271.8M RAUM · 5 reps · 512-918-0000
M&A & valuationRecruiting & transitions
38
QUANTESSENCE CAPITAL reported RAUM down 61% ($1.46B -> $576.1M). IAPD ↗institutional
$576.1M RAUM · 2 reps · 212-655-9622 · quantessencecapital.com
M&A & valuationRecruiting & transitions
35
GMS GROUP reported RAUM down 92% ($177.3M -> $13.9M). IAPD ↗institutional
$13.9M RAUM · 3 reps · 973-535-5000 · gmsgroup.com
M&A & valuationRecruiting & transitions
35
CBIZ RETIREMENT PLAN ADVISORY SERVICES reported RAUM down 42% ($41.1M -> $23.9M). IAPD ↗institutional
$23.9M RAUM · 17 reps · 216-447-9000
M&A & valuationRecruiting & transitions
35
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($9.32B -> $6.87B). IAPD ↗fund
$6.87B RAUM · 30 reps · 415-788-7553
M&A & valuationRecruiting & transitions
35
SAROFIM REALTY ADVISORS LLC reported RAUM down 45% ($1.89B -> $1.04B). IAPD ↗fund
$1.04B RAUM · 4 reps · 713-654-4484 · sraco.com
M&A & valuationRecruiting & transitions
35
CORNERCAP INVESTMENT COUNSEL INC reported RAUM down 43% ($347.0M -> $199.2M). IAPD ↗institutional
$199.2M RAUM · 3 reps · 404.870.0700 · cornercapfunds.com
M&A & valuationRecruiting & transitions
35
WEXFORD CAPITAL LP reported RAUM down 25% ($1.74B -> $1.30B). IAPD ↗fund
$1.30B RAUM · 14 reps · 561-273-8600 · wexford.com
M&A & valuationRecruiting & transitions
35
COMPASS GROUP LLC reported RAUM down 44% ($2.12B -> $1.18B). IAPD ↗fund
$1.18B RAUM · 11 reps · 212-355-7630 · cgcompass.com
M&A & valuationRecruiting & transitions
35
PAAMCO PRISMA, LLC reported RAUM down 44% ($9.32B -> $5.21B). IAPD ↗fund
$5.21B RAUM · 32 reps · 949-261-4900 · paamcoprisma.com
M&A & valuationRecruiting & transitions
35
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC reported RAUM down 41% ($9.47B -> $5.63B). IAPD ↗fund
$5.63B RAUM · 85 reps · 617-747-1600 · manulifeim.com
M&A & valuationRecruiting & transitions
35
TENNENBAUM CAPITAL PARTNERS, LLC reported RAUM down 44% ($6.09B -> $3.43B). IAPD ↗fund
$3.43B RAUM · 8 reps · 310 566 1000 · mp.weixin.qq.com
M&A & valuationRecruiting & transitions
35
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. reported RAUM down 28% ($3.03B -> $2.19B). IAPD ↗fund
$2.19B RAUM · 49 reps · 212 761-7160 · morganstanley.com
M&A & valuationRecruiting & transitions
35
TIG ADVISORS LLC reported RAUM down 29% ($2.66B -> $1.89B). IAPD ↗fund
$1.89B RAUM · 8 reps · 212-759-0340 · alti-global.com
M&A & valuationRecruiting & transitions
35
PALOMA PARTNERS MANAGEMENT COMPANY reported RAUM down 29% ($29.37B -> $20.80B). IAPD ↗fund
$20.80B RAUM · 34 reps · 203-862-8000
M&A & valuationRecruiting & transitions
35
PHARO MANAGEMENT, INC. reported RAUM down 30% ($17.83B -> $12.42B). IAPD ↗fund
$12.42B RAUM · 14 reps · 212-641-8686
M&A & valuationRecruiting & transitions
35
REDMILE GROUP reported RAUM down 25% ($6.47B -> $4.84B). IAPD ↗fund
$4.84B RAUM · 13 reps · 415-489-9980 · redmilegroup.com
M&A & valuationRecruiting & transitions
35
RANGER ALTERNATIVE MANAGEMENT, L.P. reported RAUM down 31% ($69.1M -> $47.5M). IAPD ↗institutional
$47.5M RAUM · 2 reps · 214-871-5200 · rangerequitybear.com
M&A & valuationRecruiting & transitions
35
VIBRANT CAPITAL PARTNERS, INC. reported RAUM down 27% ($7.87B -> $5.71B). IAPD ↗fund
$5.71B RAUM · 20 reps · 212-488-1544 · vibrantcapitalpartners.com
M&A & valuationRecruiting & transitions
35
P. SCHOENFELD ASSET MANAGEMENT LP reported RAUM down 41% ($1.82B -> $1.07B). IAPD ↗fund
$1.07B RAUM · 8 reps · 212-649-9500 · psam.com
M&A & valuationRecruiting & transitions
35
FIRSTHAND CAPITAL MANAGEMENT, INC. reported RAUM down 41% ($86.1M -> $51.1M). IAPD ↗institutional
$51.1M RAUM · 2 reps · 408-886-7096 · firsthandcapital.com
M&A & valuationRecruiting & transitions
35
BROOKFIELD ASSET MANAGEMENT PIC US, LLC reported RAUM down 46% ($170.92B -> $92.29B). IAPD ↗fund
$92.29B RAUM · 1610 reps · 212-417-7000 · brookfield.com
M&A & valuationRecruiting & transitions
35
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP reported RAUM down 31% ($8.28B -> $5.72B). IAPD ↗fund
$5.72B RAUM · 42 reps · 212-295-6200
M&A & valuationRecruiting & transitions
35
ALTEGRIS ADVISORS, LLC reported RAUM down 36% ($234.1M -> $149.6M). IAPD ↗institutional
$149.6M RAUM · 1 reps · 858-459-7040
M&A & valuationRecruiting & transitions
35
PAR CAPITAL MANAGEMENT, INC. reported RAUM down 52% ($2.83B -> $1.37B). IAPD ↗fund
$1.37B RAUM · 7 reps · 6175268990 · parcapital.com
M&A & valuationRecruiting & transitions
35
FIR TREE PARTNERS reported RAUM down 46% ($1.98B -> $1.06B). IAPD ↗fund
$1.06B RAUM · 11 reps · (212) 659-4913 · firtree.com
M&A & valuationRecruiting & transitions
35
ASTATINE INVESTMENT PARTNERS reported RAUM down 36% ($2.41B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 15 reps · 203-930-3800
M&A & valuationRecruiting & transitions
35
LIME ROCK reported RAUM down 47% ($12.67B -> $6.69B). IAPD ↗fund
$6.69B RAUM · 49 reps · 203-293-2750 · lrpartners.com
M&A & valuationRecruiting & transitions
35
HAYFIN CAPITAL MANAGEMENT LLC reported RAUM down 39% ($2.67B -> $1.63B). IAPD ↗fund
$1.63B RAUM · 16 reps · 646-218-9479 · hayfin.com
M&A & valuationRecruiting & transitions
35
SIRIS CAPITAL GROUP, LLC reported RAUM down 26% ($7.26B -> $5.39B). IAPD ↗fund
$5.39B RAUM · 20 reps · 212-231-0095 · siris.com
M&A & valuationRecruiting & transitions
35
BEACON CAPITAL PARTNERS, LLC reported RAUM down 25% ($1.92B -> $1.44B). IAPD ↗fund
$1.44B RAUM · 26 reps · 617-457-0400 · beaconcapital.com
M&A & valuationRecruiting & transitions
35
GREAT POINT PARTNERS, LLC reported RAUM down 27% ($1.99B -> $1.46B). IAPD ↗fund
$1.46B RAUM · 22 reps · 203-971-3300 · gppfunds.com
M&A & valuationRecruiting & transitions
35
MATRIX CAPITAL MANAGEMENT COMPANY, LP reported RAUM down 58% ($12.09B -> $5.02B). IAPD ↗fund
$5.02B RAUM · 8 reps · 603-956-9145
M&A & valuationRecruiting & transitions
35
ELEMENT CAPITAL MANAGEMENT LLC reported RAUM down 46% ($74.80B -> $40.03B). IAPD ↗fund
$40.03B RAUM · 27 reps · 212-993-7000
M&A & valuationRecruiting & transitions
35
ENTERPRISE INVESTORS reported RAUM down 26% ($1.61B -> $1.18B). IAPD ↗fund
$1.18B RAUM · 26 reps · (1 212) 521 4318 · ei.com.pl
M&A & valuationRecruiting & transitions
35
ATLANTIC STREET CAPITAL MANAGEMENT, LLC reported RAUM down 32% ($2.35B -> $1.59B). IAPD ↗fund
$1.59B RAUM · 12 reps · 203-428-3150
M&A & valuationRecruiting & transitions
35
PHOENIX CAPITAL REALTY ADVISORS, LLC reported RAUM down 28% ($233.4M -> $168.4M). IAPD ↗institutional
$168.4M RAUM · 14 reps · 972-866-7577 · pcpre.com
M&A & valuationRecruiting & transitions
35
LAURION CAPITAL MANAGEMENT LP reported RAUM down 25% ($12.52B -> $9.33B). IAPD ↗fund
$9.33B RAUM · 35 reps · 212-938-6300
M&A & valuationRecruiting & transitions
35
RIVULET CAPITAL, LLC reported RAUM down 46% ($3.44B -> $1.84B). IAPD ↗fund
$1.84B RAUM · 8 reps · 212-756-8700 · rivuletcap.com
M&A & valuationRecruiting & transitions
35
INDIGO PARTNERS LLC reported RAUM down 52% ($2.93B -> $1.41B). IAPD ↗fund
$1.41B RAUM · 7 reps · 602-224-1500
M&A & valuationRecruiting & transitions
35
YIHENG CAPITAL MANAGEMENT, L.P. reported RAUM down 53% ($2.62B -> $1.23B). IAPD ↗fund
$1.23B RAUM · 3 reps · 415-582-6360 · yihengcapital.com
M&A & valuationRecruiting & transitions
35
REDWHEEL reported RAUM down 41% ($7.57B -> $4.48B). IAPD ↗fund
$4.48B RAUM · 17 reps · 3056029501 · redwheel.com
M&A & valuationRecruiting & transitions
35
WHITESTAR ASSET MANAGEMENT LLC reported RAUM down 48% ($3.99B -> $2.08B). IAPD ↗fund
$2.08B RAUM · 36 reps · (214) 420-2400 · whitestaram.com
M&A & valuationRecruiting & transitions
35
ROCK SPRINGS CAPITAL reported RAUM down 42% ($5.77B -> $3.32B). IAPD ↗fund
$3.32B RAUM · 9 reps · 410-220-0130
M&A & valuationRecruiting & transitions
35
BARDIN HILL ARBITRAGE IC MANAGEMENT LP reported RAUM down 69% ($52.4M -> $16.3M). IAPD ↗institutional
$16.3M RAUM · 0 reps · 212-303-9400 · bardinhill.com
M&A & valuationRecruiting & transitions
35
STEELE CREEK INVESTMENT MANAGEMENT LLC reported RAUM down 25% ($3.17B -> $2.37B). IAPD ↗fund
$2.37B RAUM · 14 reps · 704-343-6011 · moelisassetmanagement.com
M&A & valuationRecruiting & transitions
35
PHOENIX INTERNATIONAL INVESTMENTS LLC reported RAUM down 38% ($156.3M -> $96.8M). IAPD ↗institutional
$96.8M RAUM · 2 reps · 603-589-4033 · phnxintl.com
M&A & valuationRecruiting & transitions
35
TPG PEP ADVISORS, LLC reported RAUM down 41% ($5.02B -> $2.95B). IAPD ↗fund
$2.95B RAUM · 7 reps · 817-871-4000
M&A & valuationRecruiting & transitions
35
OPENGATE CAPITAL MANAGEMENT, LLC reported RAUM down 30% ($1.51B -> $1.06B). IAPD ↗fund
$1.06B RAUM · 20 reps · 212-400-7400
M&A & valuationRecruiting & transitions
35
KENMAR PREFERRED INVESTMENTS, LLC reported RAUM down 47% ($61.3M -> $32.2M). IAPD ↗institutional
$32.2M RAUM · 2 reps · 212-596-3480 · kenmarolympia.com
M&A & valuationRecruiting & transitions
35
ARENA INVESTORS, LP reported RAUM down 28% ($3.68B -> $2.66B). IAPD ↗fund
$2.66B RAUM · 31 reps · 914-670-7809
M&A & valuationRecruiting & transitions
35
AMPLIFY ENDOWMENT MANAGEMENT, LLC reported RAUM down 32% ($75.6M -> $51.2M). IAPD ↗institutional
$51.2M RAUM · 1 reps · 415-269-6966 · amplifyendow.com
M&A & valuationRecruiting & transitions
35
BARDIN HILL INVESTMENT PARTNERS LP reported RAUM down 26% ($5.15B -> $3.82B). IAPD ↗fund
$3.82B RAUM · 22 reps · 212-303-9400 · bardinhill.com
M&A & valuationRecruiting & transitions
35
DHANDHO FUNDS LLC reported RAUM down 60% ($116.3M -> $46.5M). IAPD ↗institutional
$46.5M RAUM · 3 reps · 512.999.7110
M&A & valuationRecruiting & transitions
35
BANNER OAK CAPITAL PARTNERS, LP reported RAUM down 30% ($6.87B -> $4.82B). IAPD ↗fund
$4.82B RAUM · 8 reps · (214) 466-8860 · banneroak.com
M&A & valuationRecruiting & transitions
35
COVE CAPITAL MANAGEMENT INC. reported RAUM down 42% ($208.8M -> $120.9M). IAPD ↗institutional
$120.9M RAUM · 3 reps · 615-730-7410
M&A & valuationRecruiting & transitions
35
MANTLE RIDGE LP reported RAUM down 28% ($4.62B -> $3.35B). IAPD ↗fund
$3.35B RAUM · 5 reps · 646-762-8540 · mantleridge.com
M&A & valuationRecruiting & transitions
35
PINEBRIDGE GALAXY LLC reported RAUM down 44% ($2.08B -> $1.17B). IAPD ↗fund
$1.17B RAUM · 5 reps · (646) 857-8000
M&A & valuationRecruiting & transitions
35
BLUEMOUNTAIN FUJI MANAGEMENT, LLC reported RAUM down 39% ($2.93B -> $1.77B). IAPD ↗fund
$1.77B RAUM · 0 reps · 212-895-2280
M&A & valuationRecruiting & transitions
35
BC PARTNERS ADVISORS L.P. reported RAUM down 78% ($25.24B -> $5.51B). IAPD ↗fund
$5.51B RAUM · 31 reps · 212-891-2880 · bcpartners.com
M&A & valuationRecruiting & transitions
35
TIKEHAU CAPITAL NORTH AMERICA LLC reported RAUM down 33% ($9.09B -> $6.09B). IAPD ↗fund
$6.09B RAUM · 37 reps · 646-876-2088 · tikehaucapital.com
M&A & valuationRecruiting & transitions
35
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC reported RAUM down 28% ($104.0M -> $74.6M). IAPD ↗institutional
$74.6M RAUM · 2 reps · 414-765-3500 · rwbaird.com
M&A & valuationRecruiting & transitions
35
GALAXY DIGITAL CAPITAL MANAGEMENT LP reported RAUM down 33% ($3.65B -> $2.45B). IAPD ↗fund
$2.45B RAUM · 29 reps · 212-499-0081 · ventures.galaxy.com
M&A & valuationRecruiting & transitions
35
BRICKELL KEY ASSET MANAGEMENT LLC reported RAUM down 52% ($268.3M -> $130.0M). IAPD ↗institutional
$130.0M RAUM · 4 reps · 866-443-1080
M&A & valuationRecruiting & transitions
35
FORA CAPITAL, LLC reported RAUM down 27% ($1.73B -> $1.26B). IAPD ↗fund
$1.26B RAUM · 2 reps · 786-558-3902 · foracapital.com
M&A & valuationRecruiting & transitions
35
NEWLIGHT PARTNERS LP reported RAUM down 29% ($2.61B -> $1.86B). IAPD ↗fund
$1.86B RAUM · 19 reps · 212 205 2660 · newlightpartners.com
M&A & valuationRecruiting & transitions
35
ENERVEST INVESTMENT SERVICES, L.L.C. reported RAUM down 31% ($1.52B -> $1.05B). IAPD ↗fund
$1.05B RAUM · 13 reps · 713-659-3500 · enervest.net
M&A & valuationRecruiting & transitions
35
ANTARA CAPITAL LP reported RAUM down 46% ($2.00B -> $1.08B). IAPD ↗fund
$1.08B RAUM · 3 reps · 646-762-8580 · antaracapital.com
M&A & valuationRecruiting & transitions
35
BOUNDARY CREEK ADVISORS LP reported RAUM down 55% ($3.90B -> $1.76B). IAPD ↗fund
$1.76B RAUM · 7 reps · 212-503-6251 · boundarycreek.com
M&A & valuationRecruiting & transitions
35
JUNIPER HILL CAPITAL MANAGEMENT LP reported RAUM down 61% ($6.16B -> $2.43B). IAPD ↗fund
$2.43B RAUM · 5 reps · 650-319-3660
M&A & valuationRecruiting & transitions
35
AVIDITY PARTNERS MANAGEMENT LP reported RAUM down 42% ($5.27B -> $3.05B). IAPD ↗fund
$3.05B RAUM · 13 reps · 214-550-1822
M&A & valuationRecruiting & transitions
35
HIGH TRAIL CAPITAL reported RAUM down 59% ($496.8M -> $204.8M). IAPD ↗institutional
$204.8M RAUM · 3 reps · 917-414-1733 · hightrailcapital.com
M&A & valuationRecruiting & transitions
35
MTC WEALTH MANAGEMENT reported RAUM down 34% ($313.6M -> $207.7M). IAPD ↗institutional
$207.7M RAUM · 10 reps · 888-727-9191 · mtcwealthmanagement.com
M&A & valuationRecruiting & transitions
35
ACRUENCE CAPITAL, LLC reported RAUM down 25% ($151.0M -> $112.9M). IAPD ↗institutional
$112.9M RAUM · 3 reps · 833-653-6400 · acruence.com
M&A & valuationRecruiting & transitions
35
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC reported RAUM down 46% ($7.63B -> $4.10B). IAPD ↗fund
$4.10B RAUM · 210 reps · (212) 419-3000 · blueowl.com
M&A & valuationRecruiting & transitions
35
ECOFIN ADVISORS, LLC reported RAUM down 84% ($601.4M -> $94.5M). IAPD ↗institutional
$94.5M RAUM · 1 reps · 913-981-1020 · tortoiseadvisors.com
M&A & valuationRecruiting & transitions
35
GSB CAPITAL, LLC reported RAUM down 48% ($140.0M -> $73.3M). IAPD ↗institutional
$73.3M RAUM · 1 reps · 415-516-5164
M&A & valuationRecruiting & transitions
35
K5 GLOBAL ADVISOR LLC reported RAUM down 52% ($4.30B -> $2.07B). IAPD ↗fund
$2.07B RAUM · 6 reps · 305-206-8533 · k5global.com
M&A & valuationRecruiting & transitions
35
SPP CREDIT ADVISORS LLC reported RAUM down 66% ($101.0M -> $34.5M). IAPD ↗institutional
$34.5M RAUM · 6 reps · 212-455-4500 · sppcreditpartners.com
M&A & valuationRecruiting & transitions
35
OPENVIEW ADVISORS, LLC reported RAUM down 37% ($1.65B -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 617-478-7500 · openviewpartners.com
M&A & valuationRecruiting & transitions
35
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC reported RAUM down 33% ($10.15B -> $6.82B). IAPD ↗fund
$6.82B RAUM · 210 reps · (212) 419-3000 · otic.com
M&A & valuationRecruiting & transitions
35
SYLEBRA CAPITAL LLC reported RAUM down 27% ($6.37B -> $4.68B). IAPD ↗fund
$4.68B RAUM · 5 reps · (332) 242 8518 · sylebra.com
M&A & valuationRecruiting & transitions
35
BG AMERICA LLC reported RAUM down 84% ($675.0M -> $111.3M). IAPD ↗institutional
$111.3M RAUM · 5 reps · (212)8372300
M&A & valuationRecruiting & transitions
35
KILONOVA CAPITAL reported RAUM down 81% ($486.8M -> $91.0M). IAPD ↗institutional
$91.0M RAUM · 8 reps · 650-800-3065 · kilonovacap.com
M&A & valuationRecruiting & transitions
35
KODAI CAPITAL MANAGEMENT LP reported RAUM down 52% ($6.10B -> $2.93B). IAPD ↗fund
$2.93B RAUM · 21 reps · 312-264-0620
M&A & valuationRecruiting & transitions
35
BOXER CAPITAL MANAGEMENT, LLC reported RAUM down 45% ($2.54B -> $1.39B). IAPD ↗fund
$1.39B RAUM · 11 reps · 858.400.3115 · boxercap.com
M&A & valuationRecruiting & transitions
35
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC reported RAUM down 29% ($4.25B -> $3.02B). IAPD ↗fund
$3.02B RAUM · 3 reps · 212-278-6000 · 1864cap.com
M&A & valuationRecruiting & transitions
33
DLJ REAL ESTATE CAPITAL PARTNERS, LLC reported RAUM down 39% ($1.41B -> $853.0M). IAPD ↗fund
$853.0M RAUM · 8 reps · 212-901-4928 · dljrecp.com
M&A & valuationRecruiting & transitions
33
PALO ALTO INVESTORS LP reported RAUM down 37% ($1.06B -> $667.0M). IAPD ↗fund
$667.0M RAUM · 5 reps · 650-325-0772 · pa-investors.com
M&A & valuationRecruiting & transitions
33
SANDLER CAPITAL MANAGEMENT reported RAUM down 33% ($1.42B -> $946.9M). IAPD ↗fund
$946.9M RAUM · 16 reps · 212-754-8100 · sandlercap.com
M&A & valuationRecruiting & transitions
33
LUCERNE CAPITAL MANAGEMENT, LP reported RAUM down 32% ($613.5M -> $417.6M). IAPD ↗fund
$417.6M RAUM · 4 reps · 203-983-4400 · lucernecap.com
M&A & valuationRecruiting & transitions
33
CARLSON CAPITAL, L.P. reported RAUM down 87% ($2.02B -> $266.2M). IAPD ↗fund
$266.2M RAUM · 9 reps · 214-932-9600 · carlsoncapital.com
M&A & valuationRecruiting & transitions
33
PROSPECT CAPITAL ADVISORS, LLC reported RAUM down 34% ($439.7M -> $288.0M). IAPD ↗fund
$288.0M RAUM · 2 reps · (415) 331-3590
M&A & valuationRecruiting & transitions
33
RR ADVISORS, LLC reported RAUM down 29% ($755.0M -> $539.4M). IAPD ↗fund
$539.4M RAUM · 2 reps · 214-871-8680 · rchenergy.com
M&A & valuationRecruiting & transitions
33
CPMG, INC. reported RAUM down 31% ($1.04B -> $717.3M). IAPD ↗fund
$717.3M RAUM · 2 reps · 214-871-6829
M&A & valuationRecruiting & transitions
33
MERCED CAPITAL, L.P. reported RAUM down 31% ($635.9M -> $438.3M). IAPD ↗fund
$438.3M RAUM · 6 reps · 952-476-7200
M&A & valuationRecruiting & transitions
33
WL ROSS & CO. LLC reported RAUM down 64% ($1.25B -> $450.8M). IAPD ↗fund
$450.8M RAUM · 2 reps · 972-715-7400 · invesco.com
M&A & valuationRecruiting & transitions
33
SILVERMINE CAPITAL MANAGEMENT reported RAUM down 45% ($469.6M -> $256.6M). IAPD ↗fund
$256.6M RAUM · 10 reps · 212-649-6600 · man.com
M&A & valuationRecruiting & transitions
33
MAKAIRA PARTNERS, LLC reported RAUM down 51% ($860.5M -> $423.4M). IAPD ↗fund
$423.4M RAUM · 3 reps · 858-626-2929 · makairapartners.com
M&A & valuationRecruiting & transitions
33
AMERRA CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($897.0M -> $664.5M). IAPD ↗fund
$664.5M RAUM · 7 reps · 212-710-8033, 212-843-8927
M&A & valuationRecruiting & transitions
33
ALTERNA CAPITAL PARTNERS LLC reported RAUM down 38% ($584.5M -> $363.3M). IAPD ↗fund
$363.3M RAUM · 3 reps · 203-210-7333 · alternacapital.com
M&A & valuationRecruiting & transitions
33
RUBENSTEIN PARTNERS reported RAUM down 32% ($681.0M -> $461.2M). IAPD ↗fund
$461.2M RAUM · 26 reps · 215-563-3558 · rubensteinpartners.com
M&A & valuationRecruiting & transitions
33
VINE INVESTMENT ADVISORS, LP reported RAUM down 41% ($928.4M -> $546.3M). IAPD ↗fund
$546.3M RAUM · 1 reps · 9175127051
M&A & valuationRecruiting & transitions
33
VANTAGE INFRASTRUCTURE (USA) INC. reported RAUM down 30% ($548.3M -> $385.5M). IAPD ↗fund
$385.5M RAUM · 4 reps · 212-681-2910
M&A & valuationRecruiting & transitions
33
LUMINUS MANAGEMENT, LLC reported RAUM down 41% ($1.00B -> $595.5M). IAPD ↗fund
$595.5M RAUM · 2 reps · 212-424-2868 · luminusmgmt.com
M&A & valuationRecruiting & transitions
33
CADENT ENERGY PARTNERS reported RAUM down 31% ($459.1M -> $318.9M). IAPD ↗fund
$318.9M RAUM · 2 reps · 203-638-5005 · cadentenergy.com
M&A & valuationRecruiting & transitions
33
PRICE CAPITAL MANAGEMENT, INC. reported RAUM down 33% ($523.3M -> $348.4M). IAPD ↗fund
$348.4M RAUM · 2 reps · 850-934-6300
M&A & valuationRecruiting & transitions
33
EOS MANAGEMENT, L.P. reported RAUM down 34% ($1.46B -> $969.5M). IAPD ↗fund
$969.5M RAUM · 11 reps · 212-832-5800
M&A & valuationRecruiting & transitions
33
DECCAN VALUE INVESTORS L.P. reported RAUM down 34% ($1.39B -> $913.9M). IAPD ↗fund
$913.9M RAUM · 2 reps · 203-983-7200 · deccanvalue.com
M&A & valuationRecruiting & transitions
33
VENOR CAPITAL MANAGEMENT LP reported RAUM down 26% ($439.5M -> $326.2M). IAPD ↗fund
$326.2M RAUM · 2 reps · 212-703-2100
M&A & valuationRecruiting & transitions
33
HARREN EQUITY PARTNERS, LLC reported RAUM down 43% ($799.1M -> $453.9M). IAPD ↗fund
$453.9M RAUM · 5 reps · 434-245-5800 · harrenequity.com
M&A & valuationRecruiting & transitions
33
SAVANNA INVESTMENT MANAGEMENT LLC reported RAUM down 32% ($540.5M -> $366.7M). IAPD ↗fund
$366.7M RAUM · 18 reps · 212-229-0101
M&A & valuationRecruiting & transitions
33
CARTESIAN CAPITAL GROUP reported RAUM down 26% ($1.13B -> $840.2M). IAPD ↗fund
$840.2M RAUM · 20 reps · 1-212-461-6363 · cartesiangroup.com
M&A & valuationRecruiting & transitions
33
GEN CAP AMERICA, INC. reported RAUM down 32% ($445.8M -> $304.1M). IAPD ↗fund
$304.1M RAUM · 5 reps · 615-256-0231 · gencapamerica.com
M&A & valuationRecruiting & transitions
33
NEW HERITAGE CAPITAL, LLC reported RAUM down 40% ($1.23B -> $737.6M). IAPD ↗fund
$737.6M RAUM · 12 reps · 617-439-0688 · newheritagecapital.com
M&A & valuationRecruiting & transitions
33
SHERBORNE INVESTORS MANAGEMENT LP reported RAUM down 26% ($732.5M -> $541.4M). IAPD ↗fund
$541.4M RAUM · 2 reps · 212-735-1000 · sherborneinvestors.com
M&A & valuationRecruiting & transitions
33
STERLING FUND MANAGEMENT, LLC reported RAUM down 68% ($1.09B -> $351.9M). IAPD ↗fund
$351.9M RAUM · 10 reps · 312-465-7000
M&A & valuationRecruiting & transitions
33
KARYA CAPITAL MANAGEMENT LP reported RAUM down 84% ($3.73B -> $582.4M). IAPD ↗fund
$582.4M RAUM · 4 reps · 212-201-1970
M&A & valuationRecruiting & transitions
33
SFW CAPITAL PARTNERS LP reported RAUM down 48% ($967.5M -> $502.0M). IAPD ↗fund
$502.0M RAUM · 6 reps · 914-510-8910 · sfwcap.com
M&A & valuationRecruiting & transitions
33
HARBOUR GROUP INDUSTRIES, INC. reported RAUM down 50% ($813.8M -> $405.9M). IAPD ↗fund
$405.9M RAUM · 22 reps · 314-727-5550 · harbourgroup.com
M&A & valuationRecruiting & transitions
33
ICV PARTNERS, LLC reported RAUM down 31% ($1.16B -> $802.5M). IAPD ↗fund
$802.5M RAUM · 11 reps · 212 455-9600 · icvpartners.com
M&A & valuationRecruiting & transitions
33
NEWSTONE CAPITAL PARTNERS, LLC reported RAUM down 26% ($1.09B -> $808.8M). IAPD ↗fund
$808.8M RAUM · 8 reps · 214-753-4300 · newstone.com
M&A & valuationRecruiting & transitions
33
WELLSPRING CAPITAL MANAGEMENT LLC reported RAUM down 55% ($900.5M -> $401.7M). IAPD ↗fund
$401.7M RAUM · 15 reps · 212-318-9800 · wellspringcapital.com
M&A & valuationRecruiting & transitions
33
WESTRIVER MANAGEMENT, LLC reported RAUM down 38% ($995.5M -> $621.6M). IAPD ↗fund
$621.6M RAUM · 8 reps · 4259523950
M&A & valuationRecruiting & transitions
33
VORTUS INVESTMENT ADVISORS, LLC reported RAUM down 51% ($828.4M -> $403.1M). IAPD ↗fund
$403.1M RAUM · 7 reps · 817-945-2400 · vortus.com
M&A & valuationRecruiting & transitions
33
GREEN CITIES INVESTMENT MANAGEMENT, LLC reported RAUM down 28% ($1.30B -> $939.3M). IAPD ↗fund
$939.3M RAUM · 14 reps · 503-299-6000 · gerdingedlen.com
M&A & valuationRecruiting & transitions
33
THACKERAY PARTNERS reported RAUM down 25% ($413.2M -> $309.4M). IAPD ↗fund
$309.4M RAUM · 21 reps · 214-360-7830 · thackeraypartners.com
M&A & valuationRecruiting & transitions
33
BP CAPITAL ENERGY ADVISORS, LLC reported RAUM down 38% ($850.2M -> $530.7M). IAPD ↗fund
$530.7M RAUM · 8 reps · 214-265-1090
M&A & valuationRecruiting & transitions
33
EAST BRIDGE CAPITAL MANAGEMENT LP reported RAUM down 29% ($1.09B -> $781.4M). IAPD ↗fund
$781.4M RAUM · 3 reps · 617-449-5992
M&A & valuationRecruiting & transitions
33
SARISSA CAPITAL MANAGEMENT LP reported RAUM down 40% ($927.0M -> $558.6M). IAPD ↗fund
$558.6M RAUM · 6 reps · 203-302-2330
M&A & valuationRecruiting & transitions
33
WATERFRONT CAPITAL PARTNERS LLC reported RAUM down 49% ($1.53B -> $770.7M). IAPD ↗fund
$770.7M RAUM · 7 reps · 212 554 4099
M&A & valuationRecruiting & transitions
33
VIRAGE CAPITAL MANAGEMENT LP reported RAUM down 31% ($994.8M -> $690.9M). IAPD ↗fund
$690.9M RAUM · 7 reps · 713.840.7700 · viragecm.com
M&A & valuationRecruiting & transitions
33
BRIDGE GROWTH PARTNERS, LLC reported RAUM down 43% ($708.5M -> $403.9M). IAPD ↗fund
$403.9M RAUM · 9 reps · 212-560-1170 · bridgegrowthpartners.com
M&A & valuationRecruiting & transitions
33
ACME reported RAUM down 31% ($992.8M -> $689.4M). IAPD ↗fund
$689.4M RAUM · 7 reps · 1-415-805-8500
M&A & valuationRecruiting & transitions
33
STERLING BAY CAPITAL ADVISERS, LLC reported RAUM down 35% ($586.3M -> $382.9M). IAPD ↗fund
$382.9M RAUM · 33 reps · 312-466-4100
M&A & valuationRecruiting & transitions
33
CRESCENT PARK MANAGEMENT, L.P. reported RAUM down 27% ($481.5M -> $352.4M). IAPD ↗fund
$352.4M RAUM · 4 reps · 650-285-4300
M&A & valuationRecruiting & transitions
33
JUNIPER CAPITAL ADVISORS, L.P. reported RAUM down 48% ($1.37B -> $719.1M). IAPD ↗fund
$719.1M RAUM · 12 reps · 713-335-4700 · juncap.com
M&A & valuationRecruiting & transitions
33
AMHERST CAPITAL MANAGEMENT LLC reported RAUM down 83% ($4.61B -> $782.6M). IAPD ↗fund
$782.6M RAUM · 9 reps · 212-593-6020
M&A & valuationRecruiting & transitions
33
COLONY CAPITAL INVESTMENT ADVISORS, LLC reported RAUM down 33% ($801.9M -> $533.4M). IAPD ↗fund
$533.4M RAUM · 3 reps · 561-570-4644 · digitalbridge.com
M&A & valuationRecruiting & transitions
33
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC reported RAUM down 34% ($1.18B -> $773.4M). IAPD ↗fund
$773.4M RAUM · 5 reps · 971-352-8430
M&A & valuationRecruiting & transitions
33
MUDDY WATERS CAPITAL LLC reported RAUM down 30% ($439.7M -> $308.8M). IAPD ↗fund
$308.8M RAUM · 8 reps · (415) 429-8167
M&A & valuationRecruiting & transitions
33
HCG FUND MANAGEMENT LP reported RAUM down 33% ($709.8M -> $478.1M). IAPD ↗fund
$478.1M RAUM · 7 reps · 919-300-7702 · hcgfunds.com
M&A & valuationRecruiting & transitions
33
FORT BAKER CAPITAL MANAGEMENT LP reported RAUM down 34% ($1.24B -> $820.9M). IAPD ↗fund
$820.9M RAUM · 5 reps · 415-306-5508 · fortbakercapital.com
M&A & valuationRecruiting & transitions
33
TRUE PARTNER CAPITAL USA reported RAUM down 53% ($626.2M -> $295.7M). IAPD ↗fund
$295.7M RAUM · 1 reps · 312-961-5596 · truepartnercapital.com
M&A & valuationRecruiting & transitions
33
HONEYCOMB ASSET MANAGEMENT LP reported RAUM down 26% ($748.3M -> $552.1M). IAPD ↗fund
$552.1M RAUM · 4 reps · 646-883-1102
M&A & valuationRecruiting & transitions
33
EVR RESEARCH LP reported RAUM down 29% ($732.8M -> $517.9M). IAPD ↗fund
$517.9M RAUM · 4 reps · 804.451.6810 · evrresearch.com
M&A & valuationRecruiting & transitions
33
ASTRA CAPITAL MANAGEMENT LLC reported RAUM down 41% ($499.8M -> $296.0M). IAPD ↗fund
$296.0M RAUM · 10 reps · 202-516-5050 · astracapitalmgmt.com
M&A & valuationRecruiting & transitions
33
UNION CAPITAL ASSOCIATES, L.P. reported RAUM down 30% ($997.0M -> $694.5M). IAPD ↗fund
$694.5M RAUM · 22 reps · (203) 580-5740 · unioncapitalassociates.com
M&A & valuationRecruiting & transitions
33
SEIX CLO MANAGEMENT LLC reported RAUM down 42% ($704.6M -> $406.1M). IAPD ↗fund
$406.1M RAUM · 10 reps · 201-391-0300
M&A & valuationRecruiting & transitions
33
ONEMAP MINERAL SERVICES LLC reported RAUM down 30% ($658.8M -> $461.7M). IAPD ↗fund
$461.7M RAUM · 6 reps · 832-895-7030 · onemapminerals.com
M&A & valuationRecruiting & transitions
33
LSCP ADVISORS, LLC reported RAUM down 43% ($523.8M -> $296.3M). IAPD ↗fund
$296.3M RAUM · 11 reps · 512-407-2600 · legacystarcapital.com
M&A & valuationRecruiting & transitions
33
MADISON RIVER CAPITAL LLC reported RAUM down 31% ($1.29B -> $888.6M). IAPD ↗fund
$888.6M RAUM · 7 reps · 212-805-8111 · mrivercapital.com
M&A & valuationRecruiting & transitions
33
325 FILLMORE LLC reported RAUM down 31% ($1.03B -> $714.5M). IAPD ↗fund
$714.5M RAUM · 1 reps · 303-398-2950
M&A & valuationRecruiting & transitions
33
QVR ADVISORS reported RAUM down 28% ($544.4M -> $391.4M). IAPD ↗fund
$391.4M RAUM · 3 reps · 510-684-8343 · qvradvisors.com
M&A & valuationRecruiting & transitions
33
GLIDE CAPITAL reported RAUM down 61% ($953.4M -> $370.6M). IAPD ↗fund
$370.6M RAUM · 5 reps · 305-783-3316 · glideplatform.com
M&A & valuationRecruiting & transitions
33
SOUNDCORE CAPITAL PARTNERS, LLC reported RAUM down 37% ($618.7M -> $388.7M). IAPD ↗fund
$388.7M RAUM · 9 reps · 212-812-1180
M&A & valuationRecruiting & transitions
33
BLUE WATER ADVISORS LP reported RAUM down 44% ($1.66B -> $934.5M). IAPD ↗fund
$934.5M RAUM · 9 reps · (561) 282-0770 · bwalp.com
M&A & valuationRecruiting & transitions
33
DURATIONAL CAPITAL MANAGEMENT LP reported RAUM down 48% ($647.9M -> $340.1M). IAPD ↗fund
$340.1M RAUM · 4 reps · 212-390-9161
M&A & valuationRecruiting & transitions
33
ARARAT CAPITAL MANAGEMENT LP reported RAUM down 26% ($653.2M -> $482.6M). IAPD ↗fund
$482.6M RAUM · 4 reps · 646-779-6400 · araratcapital.com
M&A & valuationRecruiting & transitions
33
VARIANT EQUITY ADVISORS, LLC reported RAUM down 31% ($407.7M -> $279.5M). IAPD ↗fund
$279.5M RAUM · 3 reps · (310) 467- 4700 · variantequity.com
M&A & valuationRecruiting & transitions
33
EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC reported RAUM down 51% ($1.08B -> $531.9M). IAPD ↗fund
$531.9M RAUM · 2 reps · (303) 825-3550 · ehcp.com
M&A & valuationRecruiting & transitions
33
ROSECLIFF VENTURE MANAGEMENT, LLC reported RAUM down 47% ($1.28B -> $680.4M). IAPD ↗fund
$680.4M RAUM · 9 reps · (212) 492-3000
M&A & valuationRecruiting & transitions
33
VOLT INVESTMENT HOLDINGS LLC reported RAUM down 34% ($1.02B -> $667.6M). IAPD ↗fund
$667.6M RAUM · 5 reps · 917-983-0505 · voltinvestmentholdings.com
M&A & valuationRecruiting & transitions
33
INCLUSIVE CAPITAL PARTNERS, L.P. reported RAUM down 62% ($1.73B -> $662.3M). IAPD ↗fund
$662.3M RAUM · 3 reps · 708-302-0775 · in-cap.com
M&A & valuationRecruiting & transitions
33
BPGC MANAGEMENT LP reported RAUM down 53% ($1.33B -> $619.2M). IAPD ↗fund
$619.2M RAUM · 3 reps · 314-584-9922 · bpgc.com
M&A & valuationRecruiting & transitions
33
RONIN EQUITY PARTNERS LLC reported RAUM down 70% ($823.4M -> $250.5M). IAPD ↗fund
$250.5M RAUM · 11 reps · 917-796-4710 · roninequitypartners.com
M&A & valuationRecruiting & transitions
33
CLEAR SKY ADVISERS, LLC reported RAUM down 51% ($1.04B -> $514.5M). IAPD ↗fund
$514.5M RAUM · 2 reps · 713-263-3300 · clearskycarbonsolutions.com
M&A & valuationRecruiting & transitions
33
PINNBROOK CAPITAL MANAGEMENT LP reported RAUM down 28% ($1.13B -> $812.8M). IAPD ↗fund
$812.8M RAUM · 8 reps · 646-970-7410 · pinnbrook.com
M&A & valuationRecruiting & transitions
33
BOULDER HILL CAPITAL MANAGEMENT LP reported RAUM down 92% ($4.86B -> $390.7M). IAPD ↗fund
$390.7M RAUM · 5 reps · 212-466-6927
M&A & valuationRecruiting & transitions
33
LIONHEART STRATEGIC MANAGEMENT, LLC reported RAUM down 26% ($501.5M -> $370.9M). IAPD ↗fund
$370.9M RAUM · 8 reps · 646-744-2284 · lionheartstrategic.com
M&A & valuationRecruiting & transitions
33
IG4 CAPITAL ADVISORS US LLC reported RAUM down 81% ($1.64B -> $311.7M). IAPD ↗fund
$311.7M RAUM · 3 reps · 12039715686
M&A & valuationRecruiting & transitions
33
FIRMAMENT CAP ADVISORS, LLC reported RAUM down 47% ($526.2M -> $277.8M). IAPD ↗fund
$277.8M RAUM · 18 reps · 212-956-1061
M&A & valuationRecruiting & transitions
33
LANDMARK INVESTMENT PARTNERS, L.P. reported RAUM down 44% ($916.4M -> $511.0M). IAPD ↗fund
$511.0M RAUM · 4 reps · 561-210-3331
M&A & valuationRecruiting & transitions
33
CORIGLIANO INVESTMENT ADVISERS, LLC reported RAUM down 31% ($461.6M -> $318.9M). IAPD ↗fund
$318.9M RAUM · 4 reps · (919) 225-6496 · coriglianoenergy.com
M&A & valuationRecruiting & transitions
30
GLOBAL ENVIRONMENT FUND reported RAUM down 27% ($325.0M -> $238.3M). IAPD ↗fund
$238.3M RAUM · 2 reps · 571-331-0374 · globalenvironmentfund.com
M&A & valuationRecruiting & transitions
30
WHIPPOORWILL ASSOCIATES INC reported RAUM down 34% ($67.8M -> $44.9M). IAPD ↗fund
$44.9M RAUM · 1 reps · 914-683-1002
M&A & valuationRecruiting & transitions
30
NEWPORT ASIA LLC reported RAUM down 75% ($666.0M -> $164.6M). IAPD ↗fund
$164.6M RAUM · 5 reps · 415/677-8620 · newportasiallc.com
M&A & valuationRecruiting & transitions
30
CITIGROUP ALTERNATIVE INVESTMENTS LLC reported RAUM down 36% ($312.0M -> $200.2M). IAPD ↗fund
$200.2M RAUM · 6 reps · 212-816-4350
M&A & valuationRecruiting & transitions
30
RCP ADVISORS, LLC reported RAUM down 89% ($234.0M -> $25.8M). IAPD ↗fund
$25.8M RAUM · 0 reps · 312-266-7300
M&A & valuationRecruiting & transitions
30
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. reported RAUM down 100% ($35.6M -> $147,753). IAPD ↗fund
$147,753 RAUM · 211 reps · 212-583-5000
M&A & valuationRecruiting & transitions
30
HARVEST CAPITAL STRATEGIES LLC reported RAUM down 100% ($365.9M -> $1.1M). IAPD ↗fund
$1.1M RAUM · 49 reps · (415) 835-3900
M&A & valuationRecruiting & transitions
30
ARCHON CAPITAL MANAGEMENT LLC reported RAUM down 68% ($363.4M -> $116.9M). IAPD ↗fund
$116.9M RAUM · 4 reps · (206) 436-3600 · archoncapitalmanagement.com
M&A & valuationRecruiting & transitions
30
WAYZATA INVESTMENT PARTNERS LLC reported RAUM down 75% ($183.8M -> $45.8M). IAPD ↗fund
$45.8M RAUM · 3 reps · 952-345-0700
M&A & valuationRecruiting & transitions
30
SVOF/MM, LLC reported RAUM down 42% ($203.5M -> $117.8M). IAPD ↗fund
$117.8M RAUM · 1 reps · 310 566 1000 · blackrock.com
M&A & valuationRecruiting & transitions
30
ALBRIGHT CAPITAL MANAGEMENT LP reported RAUM down 38% ($238.2M -> $147.7M). IAPD ↗fund
$147.7M RAUM · 9 reps · 202-370-3500 · albrightcapital.com
M&A & valuationRecruiting & transitions
30
WESTCHESTER CAPITAL PARTNERS, LLC reported RAUM down 29% ($39.9M -> $28.5M). IAPD ↗fund
$28.5M RAUM · 0 reps · 914-741-5600 · virtus.com
M&A & valuationRecruiting & transitions
30
QUADRANT REAL ESTATE ADVISORS LLC reported RAUM down 79% ($528.0M -> $109.0M). IAPD ↗fund
$109.0M RAUM · 8 reps · 4045582011 · quadrantrea.com
M&A & valuationRecruiting & transitions
30
BLACKSTONE REAL ESTATE ADVISORS V L.P. reported RAUM down 67% ($291.9M -> $94.9M). IAPD ↗fund
$94.9M RAUM · 210 reps · 212-583-5000 · spoti.fi
M&A & valuationRecruiting & transitions
30
NEWPORT GLOBAL ADVISORS L.P. reported RAUM down 32% ($273.2M -> $186.6M). IAPD ↗fund
$186.6M RAUM · 6 reps · 713-559-7400 · newportglobaladvisors.com
M&A & valuationRecruiting & transitions
30
OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC reported RAUM down 58% ($116.3M -> $49.0M). IAPD ↗fund
$49.0M RAUM · 0 reps · 212-668-8000
M&A & valuationRecruiting & transitions
30
CUMBERLAND HILL CAPITAL MANAGEMENT LLC reported RAUM down 27% ($30.1M -> $21.9M). IAPD ↗fund
$21.9M RAUM · 2 reps · 214-855-5335 · ironwoodfunding.com
M&A & valuationRecruiting & transitions
30
AWH CAPITAL, L.P. reported RAUM down 25% ($168.9M -> $126.1M). IAPD ↗fund
$126.1M RAUM · 3 reps · 214-462-9100 · awhcapital.com
M&A & valuationRecruiting & transitions
30
MICROVEST CAPITAL MANAGEMENT reported RAUM down 25% ($226.3M -> $169.7M). IAPD ↗fund
$169.7M RAUM · 3 reps · 202-450-1630
M&A & valuationRecruiting & transitions
30
GSV ASSET MANAGEMENT, LLC reported RAUM down 26% ($230.0M -> $170.8M). IAPD ↗fund
$170.8M RAUM · 2 reps · (646) 256-8233 · gsvam.com
M&A & valuationRecruiting & transitions
30
VERSA CAPITAL reported RAUM down 32% ($267.4M -> $181.5M). IAPD ↗fund
$181.5M RAUM · 4 reps · 215-609-3400 · versa.com
M&A & valuationRecruiting & transitions
30
IRVING PLACE CAPITAL MANAGEMENT, L.P. reported RAUM down 55% ($253.4M -> $113.9M). IAPD ↗fund
$113.9M RAUM · 9 reps · 212-551-4500 · irvingplacecapital.com
M&A & valuationRecruiting & transitions
30
CSL CAPITAL MANAGEMENT, L.P. reported RAUM down 40% ($410.7M -> $247.7M). IAPD ↗fund
$247.7M RAUM · 5 reps · 281-407-0693 · cslenergy.com
M&A & valuationRecruiting & transitions
30
FULHAM & CO reported RAUM down 28% ($279.4M -> $201.8M). IAPD ↗fund
$201.8M RAUM · 11 reps · 781-235-2266 · fulhamco.com
M&A & valuationRecruiting & transitions
30
SQN CAPITAL MANAGEMENT, LLC reported RAUM down 73% ($282.1M -> $75.4M). IAPD ↗fund
$75.4M RAUM · 1 reps · (212) 422-2166 · sqncapital.com
M&A & valuationRecruiting & transitions
30
ACUTA CAPITAL PARTNERS, LLC reported RAUM down 37% ($244.2M -> $154.3M). IAPD ↗fund
$154.3M RAUM · 3 reps · 650-486-0508 · acutacapital.com
M&A & valuationRecruiting & transitions
30
THREE BRIDGES CAPITAL, LP reported RAUM down 48% ($186.0M -> $97.5M). IAPD ↗fund
$97.5M RAUM · 3 reps · 212-523-9700 · threebridgescap.com
M&A & valuationRecruiting & transitions
30
CASTANEA PARTNERS INC. reported RAUM down 42% ($423.0M -> $246.0M). IAPD ↗fund
$246.0M RAUM · 4 reps · 617-630-2400 · castaneapartners.com
M&A & valuationRecruiting & transitions
30
TANO CAPITAL, LLC reported RAUM down 29% ($166.0M -> $118.1M). IAPD ↗fund
$118.1M RAUM · 1 reps · 650-212-0330 · tanocapital.com
M&A & valuationRecruiting & transitions
30
SIDUS INVESTMENT MANAGEMENT, LLC reported RAUM down 41% ($89.1M -> $52.2M). IAPD ↗fund
$52.2M RAUM · 2 reps · 212-751-6644 · sidusfunds.com
M&A & valuationRecruiting & transitions
30
FENWAY PARTNERS, LLC reported RAUM down 47% ($414.0M -> $220.0M). IAPD ↗fund
$220.0M RAUM · 2 reps · 212-698-9400 · fenwaypartners.com
M&A & valuationRecruiting & transitions
30
SUMMER STREET CAPITAL PARTNERS, LLC reported RAUM down 62% ($255.1M -> $96.4M). IAPD ↗fund
$96.4M RAUM · 5 reps · 716-566-2900 · summerstreetcapital.com
M&A & valuationRecruiting & transitions
30
MIURA GLOBAL MANAGEMENT, LLC reported RAUM down 42% ($303.5M -> $175.0M). IAPD ↗fund
$175.0M RAUM · 2 reps · 212-984-8832
M&A & valuationRecruiting & transitions
30
MQS MANAGEMENT, LLC reported RAUM down 61% ($336.9M -> $130.0M). IAPD ↗fund
$130.0M RAUM · 5 reps · (212) 685-3600 · mqsmanagement.com
M&A & valuationRecruiting & transitions
30
PRAESIDIAN CAPITAL MANAGEMENT II, LLC reported RAUM down 46% ($116.5M -> $62.7M). IAPD ↗fund
$62.7M RAUM · 7 reps · 212-520-2600 · praesidian.com
M&A & valuationRecruiting & transitions
30
EASTWARD CAPITAL PARTNERS, LLC reported RAUM down 37% ($166.1M -> $104.8M). IAPD ↗fund
$104.8M RAUM · 7 reps · 617-969-6700 · eastwardcp.com
M&A & valuationRecruiting & transitions
30
CANAAN NATURAL GAS MANAGEMENT, LLC reported RAUM down 80% ($325.0M -> $65.0M). IAPD ↗fund
$65.0M RAUM · 1 reps · 405-604-9300
M&A & valuationRecruiting & transitions
30
RLJ EQUITY PARTNERS, LLC reported RAUM down 33% ($230.3M -> $155.1M). IAPD ↗fund
$155.1M RAUM · 6 reps · 240-744-7856
M&A & valuationRecruiting & transitions
30
ACON INVESTMENTS MANAGEMENT, LLC reported RAUM down 35% ($261.0M -> $170.6M). IAPD ↗fund
$170.6M RAUM · 4 reps · 202-454-1100 · aconinvestments.com
M&A & valuationRecruiting & transitions
30
RIVO ALTO CAPITAL FUNDING LLC reported RAUM down 98% ($660.3M -> $11.1M). IAPD ↗fund
$11.1M RAUM · 2 reps · 305-512-1124 · rivoalto.com
M&A & valuationRecruiting & transitions
30
HAMILTON ROBINSON LLC reported RAUM down 33% ($369.0M -> $249.0M). IAPD ↗fund
$249.0M RAUM · 8 reps · 203-602-0011 · hrco.com
M&A & valuationRecruiting & transitions
30
INCLINE GLOBAL MANAGEMENT, LLC reported RAUM down 46% ($349.2M -> $187.7M). IAPD ↗fund
$187.7M RAUM · 3 reps · 212-488-2910 · inclineglobal.net
M&A & valuationRecruiting & transitions
30
BELHEALTH INVESTMENT PARTNERS, LLC reported RAUM down 32% ($310.0M -> $212.3M). IAPD ↗fund
$212.3M RAUM · 4 reps · 954-636-3680
M&A & valuationRecruiting & transitions
30
MOUNTAINEER PARTNERS MANAGEMENT, LLC reported RAUM down 26% ($252.7M -> $187.4M). IAPD ↗fund
$187.4M RAUM · 3 reps · 646-459-7064 · mountaineerpartners.com
M&A & valuationRecruiting & transitions
30
THE WATERMILL GROUP reported RAUM down 32% ($212.9M -> $145.1M). IAPD ↗fund
$145.1M RAUM · 9 reps · 781-891-6660 · watermill.com
M&A & valuationRecruiting & transitions
30
SALTORO CAPITAL, LP reported RAUM down 83% ($104.2M -> $17.8M). IAPD ↗fund
$17.8M RAUM · 1 reps · 214-716-0786
M&A & valuationRecruiting & transitions
30
LEGION PARTNERS ASSET MANAGEMENT, LLC reported RAUM down 51% ($446.0M -> $218.8M). IAPD ↗fund
$218.8M RAUM · 3 reps · 424-253-1774
M&A & valuationRecruiting & transitions
30
TRUCK CAPITAL reported RAUM down 26% ($95.6M -> $70.5M). IAPD ↗fund
$70.5M RAUM · 4 reps · 212 808-3440
M&A & valuationRecruiting & transitions
30
RAVEN CAPITAL MANAGEMENT LLC reported RAUM down 90% ($1.64B -> $157.9M). IAPD ↗fund
$157.9M RAUM · 10 reps · 212-966-7926
M&A & valuationRecruiting & transitions
30
WHITE ROCK OIL & GAS HOLDINGS, LLC reported RAUM down 27% ($288.1M -> $209.1M). IAPD ↗fund
$209.1M RAUM · 4 reps · 214-981-1400 · whiterockoilandgas.com
M&A & valuationRecruiting & transitions
30
COBURN BARRETT, LLC reported RAUM down 26% ($137.9M -> $101.9M). IAPD ↗fund
$101.9M RAUM · 4 reps · 415-387-1001 · coburnbarrett.com
M&A & valuationRecruiting & transitions
30
PURA VIDA INVESTMENTS, LLC reported RAUM down 53% ($264.0M -> $124.8M). IAPD ↗fund
$124.8M RAUM · 1 reps · (646) 757-2180 · puravidainvestments.com
M&A & valuationRecruiting & transitions
30
CANNON HILL INVESTMENT MANAGEMENT, LLC reported RAUM down 57% ($84.3M -> $36.1M). IAPD ↗fund
$36.1M RAUM · 14 reps · (212)-763-1440 · cannonhillcap.com
M&A & valuationRecruiting & transitions
30
TENGRAM CAPITAL PARTNERS reported RAUM down 56% ($280.4M -> $122.3M). IAPD ↗fund
$122.3M RAUM · 8 reps · 203-454-6999 · tengramcapital.com
M&A & valuationRecruiting & transitions
30
STONE HOUSE PARTNERS reported RAUM down 29% ($240.2M -> $169.8M). IAPD ↗fund
$169.8M RAUM · 1 reps · (212) 543-1500 · stonehousemgt.com
M&A & valuationRecruiting & transitions
30
KRENSAVAGE ASSET MANAGEMENT, LLC reported RAUM down 35% ($310.7M -> $203.3M). IAPD ↗fund
$203.3M RAUM · 3 reps · (212) 888-1582 · krensavage.com
M&A & valuationRecruiting & transitions
30
DELOS CAPITAL MANAGEMENT, LP reported RAUM down 37% ($298.2M -> $186.7M). IAPD ↗fund
$186.7M RAUM · 6 reps · 212-257-4450 · deloscap.com
M&A & valuationRecruiting & transitions
30
WESTROCK ASSET MANAGEMENT, LLC reported RAUM down 50% ($416.8M -> $208.5M). IAPD ↗fund
$208.5M RAUM · 4 reps · 501.320.4867 · westrockam.com
M&A & valuationRecruiting & transitions
30
HUDSON EXECUTIVE CAPITAL LP reported RAUM down 85% ($1.15B -> $172.5M). IAPD ↗fund
$172.5M RAUM · 1 reps · 212-521-8495
M&A & valuationRecruiting & transitions
30
TRP CAPITAL ADVISORS, LLC reported RAUM down 68% ($292.5M -> $94.2M). IAPD ↗fund
$94.2M RAUM · 9 reps · 248-648-2358 · trpfund.com
M&A & valuationRecruiting & transitions
30
ACACIA PARTNERS, LLC reported RAUM down 49% ($461.4M -> $237.3M). IAPD ↗fund
$237.3M RAUM · 5 reps · 214-973-2373 · acaciapartnersllc.com
M&A & valuationRecruiting & transitions
30
TUATARA CAPITAL, L.P. reported RAUM down 32% ($202.5M -> $137.1M). IAPD ↗fund
$137.1M RAUM · 5 reps · (203) 985-9935 · tuataracapital.com
M&A & valuationRecruiting & transitions
30
GILEAD CAPITAL LP reported RAUM down 75% ($114.4M -> $28.4M). IAPD ↗fund
$28.4M RAUM · 3 reps · 646-693-6372
M&A & valuationRecruiting & transitions
30
PANDION ASSET MANAGEMENT, LP reported RAUM down 38% ($125.2M -> $78.0M). IAPD ↗fund
$78.0M RAUM · 2 reps · (346)509-4955
M&A & valuationRecruiting & transitions
30
KALAMATA ASSET MANAGEMENT LLC reported RAUM down 29% ($160.2M -> $113.0M). IAPD ↗fund
$113.0M RAUM · 1 reps · 800-200-4071
M&A & valuationRecruiting & transitions
30
HOUSE HANOVER LLC reported RAUM down 50% ($93.9M -> $46.7M). IAPD ↗fund
$46.7M RAUM · 1 reps · 978-794-3366
M&A & valuationRecruiting & transitions
30
LANTERN CAPITAL PARTNERS, L.P. reported RAUM down 71% ($261.3M -> $76.1M). IAPD ↗fund
$76.1M RAUM · 1 reps · 469-942-8342
M&A & valuationRecruiting & transitions
30
ARROWHEAD INVESTMENT MANAGEMENT LLC reported RAUM down 49% ($281.5M -> $143.4M). IAPD ↗fund
$143.4M RAUM · 4 reps · 203-485-0700 · arrowheadmgt.com
M&A & valuationRecruiting & transitions
30
OCTAGON FINANCE LLC reported RAUM down 25% ($259.9M -> $193.8M). IAPD ↗fund
$193.8M RAUM · 5 reps · 434-977-7770 · octagonfinance.com
M&A & valuationRecruiting & transitions
30
CENTERSTAR ASSET MANAGEMENT, LLC reported RAUM down 36% ($178.9M -> $115.1M). IAPD ↗fund
$115.1M RAUM · 5 reps · 312-256-9627 · centerstaram.com
M&A & valuationRecruiting & transitions
30
SEVEN CANYONS ADVISORS, LLC reported RAUM down 32% ($179.4M -> $121.6M). IAPD ↗fund
$121.6M RAUM · 4 reps · 801-349-2718 · sevencanyonsadvisors.com
M&A & valuationRecruiting & transitions
30
ALLY BRIDGE GROUP (NY) LLC reported RAUM down 26% ($226.1M -> $167.9M). IAPD ↗fund
$167.9M RAUM · 3 reps · 646-829-9373
M&A & valuationRecruiting & transitions
30
LANDON CAPITAL PARTNERS, LLC reported RAUM down 47% ($300.4M -> $158.0M). IAPD ↗fund
$158.0M RAUM · 4 reps · 617-589-3652
M&A & valuationRecruiting & transitions
30
ARETEX CAPITAL MANAGEMENT, LP reported RAUM down 86% ($629.9M -> $88.6M). IAPD ↗fund
$88.6M RAUM · 2 reps · 212-651-2260 · aretexcapital.com
M&A & valuationRecruiting & transitions
30
OXFORD GATE MANAGEMENT, LLC reported RAUM down 37% ($249.3M -> $156.3M). IAPD ↗fund
$156.3M RAUM · 7 reps · 845-224-3808 · oxfordfunds.com
M&A & valuationRecruiting & transitions
30
RIP ROAD CAPITAL PARTNERS LP reported RAUM down 41% ($199.3M -> $116.8M). IAPD ↗fund
$116.8M RAUM · 2 reps · 617-702-7540 · riproadcapital.com
M&A & valuationRecruiting & transitions
30
SOVIERO ASSET MANAGEMENT, LP reported RAUM down 26% ($242.2M -> $179.1M). IAPD ↗fund
$179.1M RAUM · 5 reps · 212-324-1431
M&A & valuationRecruiting & transitions
30
WHITNEY PEAK CAPITAL, LP reported RAUM down 46% ($147.6M -> $80.2M). IAPD ↗fund
$80.2M RAUM · 1 reps · 617-646-4740
M&A & valuationRecruiting & transitions
30
CROWDOUT CAPITAL reported RAUM down 35% ($199.7M -> $130.3M). IAPD ↗fund
$130.3M RAUM · 7 reps · 512-900-2646 · crowdout.com
M&A & valuationRecruiting & transitions
30
DELTA CAPITAL PARTNERS MANAGEMENT LLC reported RAUM down 36% ($140.5M -> $90.1M). IAPD ↗fund
$90.1M RAUM · 5 reps · 312-414-0859
M&A & valuationRecruiting & transitions
30
KIZE CAPITAL LP reported RAUM down 28% ($331.5M -> $237.1M). IAPD ↗fund
$237.1M RAUM · 4 reps · (646) 817-3400 · kizecapital.com
M&A & valuationRecruiting & transitions
30
SUPERSTRING CAPITAL MANAGEMENT LP reported RAUM down 41% ($371.1M -> $218.3M). IAPD ↗fund
$218.3M RAUM · 3 reps · 212-257-5690 · superstringcap.com
M&A & valuationRecruiting & transitions
30
LIGHTVIEW CAPITAL, LLC reported RAUM down 30% ($179.5M -> $125.8M). IAPD ↗fund
$125.8M RAUM · 11 reps · 561-858-1500 · lightviewcapital.com
M&A & valuationRecruiting & transitions
30
CAPRICE CAPITAL PARTNERS, LLC reported RAUM down 35% ($330.7M -> $214.4M). IAPD ↗fund
$214.4M RAUM · 4 reps · 310-893-5070 · capricecapital.com
M&A & valuationRecruiting & transitions
30
272 CAPITAL LP reported RAUM down 67% ($429.4M -> $141.9M). IAPD ↗fund
$141.9M RAUM · 3 reps · 214-556-2465
M&A & valuationRecruiting & transitions
30
ARCTIS GLOBAL LLC reported RAUM down 27% ($165.0M -> $121.0M). IAPD ↗fund
$121.0M RAUM · 1 reps · 001 787 525 9031 · arctisglobal.com
M&A & valuationRecruiting & transitions
30
BRASIL CAPITAL ADVISER LLC reported RAUM down 56% ($418.1M -> $183.7M). IAPD ↗fund
$183.7M RAUM · 3 reps · 646-565-8844
M&A & valuationRecruiting & transitions
30
STONECUTTER CAPITAL ADVISORS LLC reported RAUM down 42% ($380.6M -> $219.7M). IAPD ↗fund
$219.7M RAUM · 6 reps · (212) 920-6362 · stonecuttercapital.com
M&A & valuationRecruiting & transitions
30
CLAIRMONT CAPITAL GROUP, LLC reported RAUM down 40% ($210.9M -> $126.9M). IAPD ↗fund
$126.9M RAUM · 3 reps · 310-560-4183 · clairmontcapitalgroup.com
M&A & valuationRecruiting & transitions
30
BLUE MARLIN HOLDCO LLC reported RAUM down 92% ($606.3M -> $51.5M). IAPD ↗fund
$51.5M RAUM · 9 reps · 202-213-7885
M&A & valuationRecruiting & transitions
30
AJOVISTA reported RAUM down 86% ($1.37B -> $190.0M). IAPD ↗fund
$190.0M RAUM · 6 reps · 413-419-0828 · ajovista.com
M&A & valuationRecruiting & transitions
30
B. RILEY WEALTH PRIVATE SHARES reported RAUM down 86% ($297.4M -> $40.8M). IAPD ↗fund
$40.8M RAUM · 4 reps · 901-251-1330
M&A & valuationRecruiting & transitions
30
ARKVIEW CAPITAL, L.P. reported RAUM down 29% ($277.3M -> $196.7M). IAPD ↗fund
$196.7M RAUM · 3 reps · 917-623-4643
M&A & valuationRecruiting & transitions
30
BEYOND GLOBAL MANAGEMENT, LLC reported RAUM down 57% ($226.5M -> $97.4M). IAPD ↗fund
$97.4M RAUM · 7 reps · 949-336-5630 · beyondgm.com
M&A & valuationRecruiting & transitions
30
VERISTAR CAPITAL MANAGEMENT LP reported RAUM down 67% ($211.5M -> $70.2M). IAPD ↗fund
$70.2M RAUM · 3 reps · 929-564-5500
M&A & valuationRecruiting & transitions
30
TINICUM VENTURE PARTNERS LLC reported RAUM down 55% ($45.4M -> $20.4M). IAPD ↗fund
$20.4M RAUM · 1 reps · 212-446-9304
M&A & valuationRecruiting & transitions
30
VERSA CAPITAL reported RAUM down 32% ($267.4M -> $181.5M). IAPD ↗fund
$181.5M RAUM · 4 reps · 215-609-3400 · versa.com
M&A & valuationRecruiting & transitions
30
SONIC GP LLC reported RAUM down 26% ($163.6M -> $121.1M). IAPD ↗fund
$121.1M RAUM · 1 reps · 808-649-3381
M&A & valuationRecruiting & transitions
30
CAYMUS EQUITY PARTNERS, LLC reported RAUM down 28% ($308.5M -> $221.6M). IAPD ↗fund
$221.6M RAUM · 5 reps · 404-995-8300 · caymusequity.com
M&A & valuationRecruiting & transitions
30
WEST TOWER GROUP, LLC reported RAUM down 55% ($384.2M -> $173.6M). IAPD ↗fund
$173.6M RAUM · 6 reps · (804) 420-8588 · westtowergroup.com
M&A & valuationRecruiting & transitions
30
MIDWAY WEALTH PARTNERS, LLC reported RAUM down 33% ($249.0M -> $165.9M). IAPD ↗fund
$165.9M RAUM · 4 reps · (847) 787-1144 · midwaywp.com
M&A & valuationRecruiting & transitions
30
ARKHOUSE reported RAUM down 82% ($289.3M -> $53.1M). IAPD ↗fund
$53.1M RAUM · 8 reps · 212-465-1301 · arkhousefund.com
M&A & valuationRecruiting & transitions
30
GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC reported RAUM down 90% ($150.2M -> $14.9M). IAPD ↗fund
$14.9M RAUM · 5 reps · 305-515-5878 · galapagoscapital.us
M&A & valuationRecruiting & transitions
30
C4M GLOBAL ADVISORS LLC reported RAUM down 61% ($27.3M -> $10.7M). IAPD ↗fund
$10.7M RAUM · 2 reps · 888-336-8402 · c4m.com
M&A & valuationRecruiting & transitions
30
LEH II MANAGEMENT LLC reported RAUM down 42% ($380.4M -> $222.5M). IAPD ↗fund
$222.5M RAUM · 8 reps · 720-909-6608 · lincolnenergypartners.net
M&A & valuationRecruiting & transitions
30
THORNBURG BOW RIVER ADVISERS, LLC. reported RAUM down 32% ($340.9M -> $231.6M). IAPD ↗fund
$231.6M RAUM · 5 reps · 303-861-8466 · thornburg.com
M&A & valuationRecruiting & transitions
20
BLACKROCK INTERNATIONAL LIMITED reported RAUM down 29% ($48.14B -> $34.08B). IAPD ↗foreign
$34.08B RAUM · 71 reps · 44 131 4727200
M&A & valuationRecruiting & transitions
20
DWS INVESTMENTS AUSTRALIA LIMITED reported RAUM down 25% ($1.93B -> $1.44B). IAPD ↗foreign
$1.44B RAUM · 8 reps · 011 612 8258 1234 · dws.com
M&A & valuationRecruiting & transitions
20
GAM INTERNATIONAL MANAGEMENT LIMITED reported RAUM down 33% ($20.26B -> $13.55B). IAPD ↗foreign
$13.55B RAUM · 14 reps · 44-20-7493-9990
M&A & valuationRecruiting & transitions
20
KBI GLOBAL INVESTORS (NORTH AMERICA) LTD reported RAUM down 31% ($3.08B -> $2.13B). IAPD ↗foreign
$2.13B RAUM · 28 reps · -4384048 · kbiglobalinvestors.com
M&A & valuationRecruiting & transitions
20
COHEN & STEERS ASIA LIMITED reported RAUM down 25% ($3.29B -> $2.46B). IAPD ↗foreign
$2.46B RAUM · 7 reps · 852-3667-0080
M&A & valuationRecruiting & transitions
20
THE CATALYST CAPITAL GROUP INC. reported RAUM down 32% ($3.57B -> $2.44B). IAPD ↗foreign
$2.44B RAUM · 6 reps · 416-945-3000 · catcapital.com
M&A & valuationRecruiting & transitions
20
FIRST SENTIER INVESTORS reported RAUM down 26% ($89.56B -> $66.48B). IAPD ↗foreign
$66.48B RAUM · 55 reps · 61 2 9010 5200 · stewartinvestors.com
M&A & valuationRecruiting & transitions
20
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported RAUM down 39% ($2.31B -> $1.41B). IAPD ↗foreign
$1.41B RAUM · 23 reps · 5521-3622-8070 · squadrainvestments.com
M&A & valuationRecruiting & transitions
20
FIRST SENTIER INVESTORS (SINGAPORE) reported RAUM down 64% ($32.49B -> $11.72B). IAPD ↗foreign
$11.72B RAUM · 19 reps · +65 65380008 · firstsentierinvestors.com
M&A & valuationRecruiting & transitions
20
PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD reported RAUM down 32% ($5.21B -> $3.54B). IAPD ↗foreign
$3.54B RAUM · 11 reps · +65 6 536 18 05 · am.pictet.com
M&A & valuationRecruiting & transitions
20
PLEIAD INVESTMENT ADVISORS reported RAUM down 48% ($2.52B -> $1.32B). IAPD ↗foreign
$1.32B RAUM · 14 reps · 852 3589 6470
M&A & valuationRecruiting & transitions
20
IWC INVESTMENT PARTNERS A/S reported RAUM down 47% ($5.62B -> $2.97B). IAPD ↗foreign
$2.97B RAUM · 21 reps · +45 5381 1875 · iwcip.dk
M&A & valuationRecruiting & transitions
20
HAZELVIEW SECURITIES INC. reported RAUM down 33% ($1.68B -> $1.12B). IAPD ↗foreign
$1.12B RAUM · 9 reps · 1.888.949.8439 · hazelview.com
M&A & valuationRecruiting & transitions
20
TRIASIMA PORTFOLIO MANAGEMENT INC. reported RAUM down 50% ($2.07B -> $1.03B). IAPD ↗foreign
$1.03B RAUM · 10 reps · 514-906-0667 · triasima.com
M&A & valuationRecruiting & transitions
18
SECTORAL ASSET MANAGEMENT INC. reported RAUM down 32% ($580.1M -> $392.4M). IAPD ↗foreign
$392.4M RAUM · 12 reps · 514-849-8777
M&A & valuationRecruiting & transitions
18
CONSTELLATION INVESTIMENTOS E PARTICIPAÇÕES LTDA reported RAUM down 49% ($1.43B -> $729.1M). IAPD ↗foreign
$729.1M RAUM · 13 reps · 55 11 4501 0025 · constellation.com.br
M&A & valuationRecruiting & transitions
18
ENVISAGE reported RAUM down 32% ($448.0M -> $305.1M). IAPD ↗foreign
$305.1M RAUM · 6 reps · +41 44 552 03 87 · envisage.ch
M&A & valuationRecruiting & transitions
18
SYNERGY FUND MANAGEMENT GROUP LIMITED reported RAUM down 29% ($642.6M -> $453.4M). IAPD ↗foreign
$453.4M RAUM · 4 reps · +852 2851 6772 · synergyfmg.com
M&A & valuationRecruiting & transitions
18
GOODHART PARTNERS LLP reported RAUM down 41% ($911.9M -> $537.2M). IAPD ↗foreign
$537.2M RAUM · 1 reps · +44 (0)20 7379 3000 · goodhartpartners.com
M&A & valuationRecruiting & transitions
18
NUCLEO CAPITAL LTDA. reported RAUM down 63% ($894.2M -> $333.5M). IAPD ↗foreign
$333.5M RAUM · 8 reps · 551139377560 · nucleocapital.com.br
M&A & valuationRecruiting & transitions
18
ALPSTONE CAPITAL (SUISSE) S.A. reported RAUM down 39% ($1.48B -> $904.1M). IAPD ↗foreign
$904.1M RAUM · 6 reps · 0041223179761 · alpstonecapital.com
M&A & valuationRecruiting & transitions
18
KAIZEN CAPITAL PARTNERS LIMITED reported RAUM down 57% ($625.4M -> $271.3M). IAPD ↗foreign
$271.3M RAUM · 4 reps · +852 3840 8800
M&A & valuationRecruiting & transitions
18
ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. reported RAUM down 29% ($663.6M -> $474.2M). IAPD ↗foreign
$474.2M RAUM · 2 reps · (+65) 6016-2583 · allspringglobal.com
M&A & valuationRecruiting & transitions
15
IMPULSORA DEL FONDO MEXICO, SC reported RAUM down 29% ($347.8M -> $246.7M). IAPD ↗foreign
$246.7M RAUM · 3 reps · 5255-91383350
M&A & valuationRecruiting & transitions
15
SPARX ASIA INVESTMENT ADVISORS LIMITED reported RAUM down 92% ($144.4M -> $11.6M). IAPD ↗foreign
$11.6M RAUM · 4 reps · 852-3102-7500 · sparxasia.com
M&A & valuationRecruiting & transitions
15
FAMA RE.CAPITAL LTDA reported RAUM down 90% ($123.0M -> $11.9M). IAPD ↗foreign
$11.9M RAUM · 9 reps · 55-11-5508-1188 · famarecapital.com
M&A & valuationRecruiting & transitions
15
IUR CAPITAL, LLC reported RAUM down 35% ($93.2M -> $61.0M). IAPD ↗foreign
$61.0M RAUM · 1 reps · +44 203 746 7320 · iurcapital.com
M&A & valuationRecruiting & transitions
15
TRICON RESIDENTIAL reported RAUM down 27% ($207.5M -> $150.8M). IAPD ↗foreign
$150.8M RAUM · 37 reps · 416-925-7228 · triconresidential.com
M&A & valuationRecruiting & transitions
15
BIN YUAN CAPITAL (CAYMAN) LIMITED reported RAUM down 34% ($125.0M -> $82.0M). IAPD ↗foreign
$82.0M RAUM · 11 reps · +1 3459433100 · binyuancapital.com
M&A & valuationRecruiting & transitions
15
RESOLVE ASSET MANAGEMENT INC. reported RAUM down 74% ($364.2M -> $93.8M). IAPD ↗foreign
$93.8M RAUM · 4 reps · 416-572-5474
M&A & valuationRecruiting & transitions
15
LOBNEK WEALTH MANAGEMENT INC. reported RAUM down 94% ($168.8M -> $9.4M). IAPD ↗foreign
$9.4M RAUM · 3 reps · 011417189030 · lobnek-inc.com
M&A & valuationRecruiting & transitions
15
WATERWHEEL CAPITAL MANAGEMENT reported RAUM down 29% ($194.7M -> $137.6M). IAPD ↗foreign
$137.6M RAUM · 2 reps · (646) 940-8850
M&A & valuationRecruiting & transitions
15
PRIVATE EQUITY (THAILAND) CO., LTD. reported RAUM down 38% ($278.1M -> $171.7M). IAPD ↗foreign
$171.7M RAUM · 10 reps · 662-685-3599
M&A & valuationRecruiting & transitions
15
BRIMSTONE ASSET MANAGEMENT COMPANY LIMITED reported RAUM down 88% ($28.0M -> $3.4M). IAPD ↗foreign
$3.4M RAUM · 3 reps · +852 36517162
M&A & valuationRecruiting & transitions
15
MOUNT MURRAY INVESTMENT INC. reported RAUM down 51% ($45.8M -> $22.3M). IAPD ↗foreign
$22.3M RAUM · 4 reps · 514-922-1511 · mountmurrayinvestment.com
M&A & valuationRecruiting & transitions
15
MODEL SIX OPERATIONS INC. reported RAUM down 26% ($46.7M -> $34.7M). IAPD ↗foreign
$34.7M RAUM · 4 reps · 867-794-0742 · modelsix.com
M&A & valuationRecruiting & transitions
aum crossed 500m — 474 Regulatory AUM crossed $500M.
70
LESKO SECURITIES, INC. crossed $500M in regulatory AUM ($474.0M -> $597.1M). IAPD ↗
$597.1M RAUM · 12 reps · 607-724-2421
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CHAPIN DAVIS ASSET MANAGEMENT crossed $500M in regulatory AUM ($417.4M -> $539.1M). IAPD ↗
$539.1M RAUM · 23 reps · 410-435-3200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ANDREW GARRETT, INC. crossed $500M in regulatory AUM ($470.1M -> $663.0M). IAPD ↗
$663.0M RAUM · 10 reps · 212-682-8833 · princetonfinancialpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BNA WEALTH crossed $500M in regulatory AUM ($374.6M -> $504.0M). IAPD ↗
$504.0M RAUM · 6 reps · 803-324-7100 · bnacpa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GAGNON SECURITIES, LLC crossed $500M in regulatory AUM ($438.0M -> $545.3M). IAPD ↗
$545.3M RAUM · 10 reps · 212-554-5000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE JUNK INVESTMENT GROUP crossed $500M in regulatory AUM ($419.3M -> $526.5M). IAPD ↗
$526.5M RAUM · 2 reps · 410-584-8100 · junkinv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KIRR, MARBACH & COMPANY, LLC crossed $500M in regulatory AUM ($434.6M -> $513.4M). IAPD ↗
$513.4M RAUM · 7 reps · 812-376-9444
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PLANNED SOLUTIONS, INC. crossed $500M in regulatory AUM ($468.2M -> $540.0M). IAPD ↗
$540.0M RAUM · 5 reps · 916-361-0100 · plannedsolutions.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEALTH PLANNING CORP crossed $500M in regulatory AUM ($454.9M -> $518.2M). IAPD ↗
$518.2M RAUM · 7 reps · 513-733-1750 · wealthp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INDEPENDENT INVESTORS INC crossed $500M in regulatory AUM ($476.4M -> $541.2M). IAPD ↗
$541.2M RAUM · 2 reps · 631-979-2142
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KERSHNER, GROSSO & CO. crossed $500M in regulatory AUM ($437.0M -> $524.7M). IAPD ↗
$524.7M RAUM · 4 reps · 518-584-2600 · kershnergrosso.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AUGUSTINE ASSET MANAGEMENT INC crossed $500M in regulatory AUM ($477.0M -> $660.2M). IAPD ↗
$660.2M RAUM · 5 reps · 904-396-6944
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MONTROSE ADVISORS INC crossed $500M in regulatory AUM ($413.1M -> $647.5M). IAPD ↗
$647.5M RAUM · 3 reps · 212-888-4747 · montroseadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FAIRFIELD, BUSH & CO. crossed $500M in regulatory AUM ($448.9M -> $521.1M). IAPD ↗
$521.1M RAUM · 3 reps · 203-777-5900 · fairfieldbush.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ATLAS CAPITAL MANAGEMENT CORP crossed $500M in regulatory AUM ($460.9M -> $562.6M). IAPD ↗
$562.6M RAUM · 4 reps · 260-637-2857 · atlascapitalmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HARVEY CAPITAL MANAGEMENT INC crossed $500M in regulatory AUM ($425.8M -> $523.3M). IAPD ↗
$523.3M RAUM · 3 reps · 561-804-9181 · harveycapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BEARD INVESTMENT SERVICES, INC. crossed $500M in regulatory AUM ($455.5M -> $859.7M). IAPD ↗
$859.7M RAUM · 5 reps · 330-758-0575 · beardpension.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HEMSLEY ADVISORS, LTD. crossed $500M in regulatory AUM ($478.8M -> $541.0M). IAPD ↗
$541.0M RAUM · 4 reps · 847-381-7314 · hemsleyadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WHITENER CAPITAL MANAGEMENT, INC crossed $500M in regulatory AUM ($409.2M -> $506.1M). IAPD ↗
$506.1M RAUM · 5 reps · 252-972-8909
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HAMEL ASSOCIATES,INC. crossed $500M in regulatory AUM ($489.3M -> $514.6M). IAPD ↗
$514.6M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BLUE BARN WEALTH crossed $500M in regulatory AUM ($431.4M -> $521.4M). IAPD ↗
$521.4M RAUM · 9 reps · (801) 466-4101
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHIKIAR ASSET MANAGEMENT INC crossed $500M in regulatory AUM ($477.0M -> $532.0M). IAPD ↗
$532.0M RAUM · 4 reps · 212-888-6565 · shikiar.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BLUE OCEAN CAPITAL crossed $500M in regulatory AUM ($498.1M -> $517.3M). IAPD ↗
$517.3M RAUM · 5 reps · 561-659-3301 · blueoceancpa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LAFFER TENGLER INVESTMENTS, INC. crossed $500M in regulatory AUM ($462.6M -> $622.0M). IAPD ↗
$622.0M RAUM · 12 reps · 800-838-3468 · laffertengler.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LOMBARD ADVISERS INCORPORATED crossed $500M in regulatory AUM ($366.4M -> $567.4M). IAPD ↗
$567.4M RAUM · 31 reps · 410-342-1300 · golombard.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BRAVE FAMILY ADVISORS crossed $500M in regulatory AUM ($491.3M -> $542.8M). IAPD ↗
$542.8M RAUM · 5 reps · 908-522-8822
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COVENANT ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($494.4M -> $624.3M). IAPD ↗
$624.3M RAUM · 8 reps · 908-879-4090
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SEABRIDGE INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($434.4M -> $610.4M). IAPD ↗
$610.4M RAUM · 10 reps · 908-273-5085 · seabridge.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MCGOWAN & CO LLP crossed $500M in regulatory AUM ($485.0M -> $575.4M). IAPD ↗
$575.4M RAUM · 3 reps · 610-520-2400 · mcgowanco.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SUMMIT FINANCIAL crossed $500M in regulatory AUM ($499.4M -> $519.0M). IAPD ↗
$519.0M RAUM · 2 reps · 650-357-9410 · summit-advisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DUMONT & BLAKE INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($490.0M -> $540.8M). IAPD ↗
$540.8M RAUM · 4 reps · 609-514-1899
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHAYNE & JACOBS, LLC crossed $500M in regulatory AUM ($483.0M -> $561.9M). IAPD ↗
$561.9M RAUM · 4 reps · 615/250-1600 · shayneandjacobs.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RTW FINANCIAL ADVISORS INC crossed $500M in regulatory AUM ($472.0M -> $508.5M). IAPD ↗
$508.5M RAUM · 3 reps · 972-960-1212
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WINCH FINANCIAL crossed $500M in regulatory AUM ($420.2M -> $510.7M). IAPD ↗
$510.7M RAUM · 15 reps · 920-739-8577 · winchfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BAYSHORE CAPITAL crossed $500M in regulatory AUM ($454.2M -> $740.8M). IAPD ↗
$740.8M RAUM · 9 reps · (813) 221-3400 · bayshorecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AB CUSTOM ALTERNATIVE SOLUTIONS LLC crossed $500M in regulatory AUM ($484.0M -> $746.0M). IAPD ↗
$746.0M RAUM · 1 reps · 615-622-0000 · asturiascapitalllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LEGACY CAPITAL GROUP CALIFORNIA, INC. crossed $500M in regulatory AUM ($444.0M -> $608.4M). IAPD ↗
$608.4M RAUM · 4 reps · 408-399-6330
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASSET PLANNING, INC crossed $500M in regulatory AUM ($446.5M -> $506.0M). IAPD ↗
$506.0M RAUM · 6 reps · 714-827-5794 · assetplanninginc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
IMC ADVISORS, LLC crossed $500M in regulatory AUM ($448.2M -> $509.6M). IAPD ↗
$509.6M RAUM · 3 reps · 812-376-3331 · imcadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHAKESPEARE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($440.2M -> $512.5M). IAPD ↗
$512.5M RAUM · 4 reps · 262-814-1600 · shakespeareinvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($453.1M -> $501.2M). IAPD ↗
$501.2M RAUM · 3 reps · 860-430-9766
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MIDWEST PROFESSIONAL PLANNERS, LTD. crossed $500M in regulatory AUM ($431.8M -> $554.3M). IAPD ↗
$554.3M RAUM · 14 reps · 715-848-3474
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HUNTLEIGH ADVISORS, INC. crossed $500M in regulatory AUM ($445.4M -> $626.5M). IAPD ↗
$626.5M RAUM · 55 reps · 314-236-2400 · huntleighadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WJ INTERESTS, LLC crossed $500M in regulatory AUM ($483.8M -> $553.0M). IAPD ↗
$553.0M RAUM · 5 reps · 281-634-9400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PINION WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($493.9M -> $649.0M). IAPD ↗
$649.0M RAUM · 7 reps · 316-682-8344
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CORUS FAMILY WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($403.5M -> $541.2M). IAPD ↗
$541.2M RAUM · 6 reps · 972-422-1010
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($419.4M -> $508.7M). IAPD ↗
$508.7M RAUM · 7 reps · 214-922-9200 · mscmfunds.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MADRONA FINANCIAL & CPAS crossed $500M in regulatory AUM ($393.0M -> $505.7M). IAPD ↗
$505.7M RAUM · 12 reps · 425-212-3777
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PLAN GROUP FINANCIAL, INC. crossed $500M in regulatory AUM ($346.9M -> $541.4M). IAPD ↗
$541.4M RAUM · 14 reps · 405-848-1099 · plangroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FINANCIAL SECURITY MANAGEMENT, INC crossed $500M in regulatory AUM ($439.4M -> $556.0M). IAPD ↗
$556.0M RAUM · 5 reps · 303-988-1411 · fsm-inc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BOONE WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($232.6M -> $639.4M). IAPD ↗
$639.4M RAUM · 4 reps · 425-462-6406
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALEXANDER LABRUNERIE & CO., INC. crossed $500M in regulatory AUM ($426.7M -> $525.1M). IAPD ↗
$525.1M RAUM · 5 reps · 573-449-5313 · labrunerie.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AFFINITY INVESTMENT GROUP, LLC crossed $500M in regulatory AUM ($444.9M -> $515.3M). IAPD ↗
$515.3M RAUM · 4 reps · 603-778-6436 · affinityinvestmentgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SNIDER FINANCIAL GROUP crossed $500M in regulatory AUM ($315.8M -> $500.7M). IAPD ↗
$500.7M RAUM · 9 reps · 425-453-7080
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHANKERVALLEAU WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($495.7M -> $549.9M). IAPD ↗
$549.9M RAUM · 6 reps · 847-475-2900 · shankervalleau.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BERKELEY, INC crossed $500M in regulatory AUM ($327.4M -> $595.9M). IAPD ↗
$595.9M RAUM · 3 reps · 208-853-6980 · berkeleyinc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COLLEGIATE CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($498.6M -> $582.3M). IAPD ↗
$582.3M RAUM · 4 reps · 919-838-0101
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DIVERSIFIED FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($451.2M -> $512.2M). IAPD ↗
$512.2M RAUM · 3 reps · 800-307-0376 · diversifiedfa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BMB ADVISERS LLC crossed $500M in regulatory AUM ($457.1M -> $523.1M). IAPD ↗
$523.1M RAUM · 3 reps · 310-734-1234
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PHOENIX WEALTH ADVISORS INC. crossed $500M in regulatory AUM ($488.4M -> $551.0M). IAPD ↗
$551.0M RAUM · 7 reps · 919-929-4448 · pfinx.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONSOLIDATED FINANCIAL crossed $500M in regulatory AUM ($441.2M -> $516.0M). IAPD ↗
$516.0M RAUM · 5 reps · 614-932-0000 · investconsolidated.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RESOURCE FINANCIAL GROUP, LTD. crossed $500M in regulatory AUM ($464.1M -> $542.6M). IAPD ↗
$542.6M RAUM · 2 reps · 847-256-7495 · rfgltd.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PREMIER WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($431.8M -> $523.1M). IAPD ↗
$523.1M RAUM · 6 reps · 212-752-4343
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
QUANTUM FINANCIAL SERVICES INC. crossed $500M in regulatory AUM ($486.4M -> $590.8M). IAPD ↗
$590.8M RAUM · 2 reps · 317-845-1786 · quantumfinancialinc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FMB WEALTH MANAGEMENT crossed $500M in regulatory AUM ($451.7M -> $507.8M). IAPD ↗
$507.8M RAUM · 5 reps · 805-446-4494
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALPHA FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($444.1M -> $503.1M). IAPD ↗
$503.1M RAUM · 8 reps · 704-716-1100 · alphafa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WISE PLANNING, INC. crossed $500M in regulatory AUM ($465.2M -> $529.4M). IAPD ↗
$529.4M RAUM · 6 reps · 847-834-9473 · wiseplanning.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ELEVATION WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($485.1M -> $582.1M). IAPD ↗
$582.1M RAUM · 8 reps · 707-524-6131 · elevationwp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GEM ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($461.0M -> $530.4M). IAPD ↗
$530.4M RAUM · 6 reps · 734-737-9108
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PALISADE INVESTMENTS, LLC crossed $500M in regulatory AUM ($464.6M -> $513.0M). IAPD ↗
$513.0M RAUM · 5 reps · 775-299-4600 · palisadeinvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CORNERSTONE WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($445.4M -> $527.8M). IAPD ↗
$527.8M RAUM · 5 reps · (952) 920-3900 · cornerstonewealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CREEKSIDE PARTNERS crossed $500M in regulatory AUM ($466.5M -> $505.3M). IAPD ↗
$505.3M RAUM · 2 reps · 707-769-7820 · creeksidepartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HIGHLAND FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($430.4M -> $503.8M). IAPD ↗
$503.8M RAUM · 9 reps · 973-557-2933
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HENNION & WALSH ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($472.7M -> $590.1M). IAPD ↗
$590.1M RAUM · 11 reps · 973-299-8989 · hennionandwalsh.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WESTOVER CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($401.2M -> $568.6M). IAPD ↗
$568.6M RAUM · 5 reps · 302-427-9600 · westovercapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRESTIGE WEALTH MANAGEMENT GROUP, LLC crossed $500M in regulatory AUM ($498.5M -> $599.4M). IAPD ↗
$599.4M RAUM · 4 reps · 908-782-0001
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GRADIENT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($475.2M -> $591.1M). IAPD ↗
$591.1M RAUM · 62 reps · 866-991-1539 · gradientsecurities.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEST OAK CAPITAL, LLC crossed $500M in regulatory AUM ($439.9M -> $525.6M). IAPD ↗
$525.6M RAUM · 4 reps · 208-722-2280 · westoakcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NVEST FINANCIAL, LLC crossed $500M in regulatory AUM ($379.8M -> $523.4M). IAPD ↗
$523.4M RAUM · 7 reps · 207-985-8585
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RICHARDSON CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($445.5M -> $526.5M). IAPD ↗
$526.5M RAUM · 7 reps · 262-255-4100 · richardson-financial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
REGENCY WEALTH MANAGEMENT crossed $500M in regulatory AUM ($484.6M -> $538.3M). IAPD ↗
$538.3M RAUM · 5 reps · 201-447-5850
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AMICUS FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($438.8M -> $511.2M). IAPD ↗
$511.2M RAUM · 20 reps · 806-698-1122
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MERIDIAN INVESTMENT COUNSEL, INC. crossed $500M in regulatory AUM ($486.8M -> $539.4M). IAPD ↗
$539.4M RAUM · 4 reps · 510-493-7650
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FLAGSHIP WEALTH ADVISORS, LLC. crossed $500M in regulatory AUM ($421.3M -> $607.5M). IAPD ↗
$607.5M RAUM · 4 reps · 800-631-9997 · flagshipwealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WESTWOOD WEALTH MANAGEMENT crossed $500M in regulatory AUM ($433.3M -> $638.2M). IAPD ↗
$638.2M RAUM · 23 reps · 2147566900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PROSTATIS FINANCIAL ADVISORS GROUP crossed $500M in regulatory AUM ($405.0M -> $508.9M). IAPD ↗
$508.9M RAUM · 18 reps · 410-863-1040
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC crossed $500M in regulatory AUM ($445.6M -> $561.5M). IAPD ↗
$561.5M RAUM · 32 reps · 732-280-6886 · gardenstatesecurities.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRINITY FINANCIAL ADVISORS LLC crossed $500M in regulatory AUM ($487.3M -> $580.4M). IAPD ↗
$580.4M RAUM · 5 reps · 614-848-7667 · tfadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ATLAS BROWN crossed $500M in regulatory AUM ($455.2M -> $567.5M). IAPD ↗
$567.5M RAUM · 6 reps · 502-271-2900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NESTEGGS, INC. crossed $500M in regulatory AUM ($484.2M -> $724.7M). IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BROGAN FINANCIAL crossed $500M in regulatory AUM ($444.2M -> $533.3M). IAPD ↗
$533.3M RAUM · 4 reps · (865) 862-6800 · broganfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SG CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($436.3M -> $957.4M). IAPD ↗
$957.4M RAUM · 7 reps · 312-923-0150
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LIGHTHOUSE FINANCIAL crossed $500M in regulatory AUM ($490.2M -> $604.6M). IAPD ↗
$604.6M RAUM · 1 reps · 727-490-5797
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TORTUGA ADVISERS LLC crossed $500M in regulatory AUM ($481.6M -> $527.0M). IAPD ↗
$527.0M RAUM · 1 reps · 626-683-2200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
REDMOND ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($378.5M -> $557.2M). IAPD ↗
$557.2M RAUM · 2 reps · 804-288-6080 · redmondassetmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FREEDOM DAY SOLUTIONS, LLC crossed $500M in regulatory AUM ($422.9M -> $569.0M). IAPD ↗
$569.0M RAUM · 6 reps · 713-784-3878
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
JACOBSON & SCHMITT ADVISORS, LLC crossed $500M in regulatory AUM ($461.2M -> $590.0M). IAPD ↗
$590.0M RAUM · 12 reps · (608) 662-7500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OAK FAMILY ADVISORS, LLC crossed $500M in regulatory AUM ($495.8M -> $534.0M). IAPD ↗
$534.0M RAUM · 5 reps · 312-373-7221 · ofallc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TOTAL CLARITY WEALTH MANAGEMENT, INC crossed $500M in regulatory AUM ($458.0M -> $607.9M). IAPD ↗
$607.9M RAUM · 20 reps · 630-762-9352 · totalclaritybusiness.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HUBER CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($426.1M -> $541.5M). IAPD ↗
$541.5M RAUM · 6 reps · 310-207-8400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STEWART WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($438.1M -> $501.2M). IAPD ↗
$501.2M RAUM · 3 reps · 415-499-1544 · stewartwealthmgt.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FAMILY OFFICE RESEARCH, LLC crossed $500M in regulatory AUM ($479.0M -> $580.9M). IAPD ↗
$580.9M RAUM · 3 reps · 301-684-1765 · familyofficeresearch.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
REAP FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($443.5M -> $510.2M). IAPD ↗
$510.2M RAUM · 7 reps · 512-249-7300 · taxfreedomsummit.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEA FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($472.4M -> $554.3M). IAPD ↗
$554.3M RAUM · 3 reps · 800-279-4030
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HELMSTAR WEALTH MANAGEMENT crossed $500M in regulatory AUM ($454.8M -> $586.9M). IAPD ↗
$586.9M RAUM · 10 reps · 208-429-0800
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CORNELL POCHILY INVESTMENT ADVISORS, INC. crossed $500M in regulatory AUM ($492.2M -> $570.3M). IAPD ↗
$570.3M RAUM · 5 reps · 607-391-7080 · cornellpochily.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MELIA WEALTH LLC crossed $500M in regulatory AUM ($455.7M -> $509.5M). IAPD ↗
$509.5M RAUM · 4 reps · 918-794-9290
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HARVEST FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($468.5M -> $582.6M). IAPD ↗
$582.6M RAUM · 5 reps · 513-779-3030 · harvest-advisor.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PORTFOLIO MEDICS, LLC crossed $500M in regulatory AUM ($499.6M -> $552.7M). IAPD ↗
$552.7M RAUM · 75 reps · (239) 444-1766 · portfoliomedics.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC crossed $500M in regulatory AUM ($484.8M -> $519.6M). IAPD ↗
$519.6M RAUM · 10 reps · 212-417-8247 · empiream.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC crossed $500M in regulatory AUM ($454.6M -> $603.5M). IAPD ↗
$603.5M RAUM · 10 reps · 877-213-7233 · safeguardinvestment.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
QUATTRO ADVISORS L.L.C. crossed $500M in regulatory AUM ($468.4M -> $516.3M). IAPD ↗
$516.3M RAUM · 5 reps · (412) 586-5406 · quattro-advisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RDA FINANCIAL NETWORK crossed $500M in regulatory AUM ($493.7M -> $578.7M). IAPD ↗
$578.7M RAUM · 18 reps · 888-300-4975
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HT PARTNERS LLC crossed $500M in regulatory AUM ($485.5M -> $503.4M). IAPD ↗
$503.4M RAUM · 5 reps · 860-662-4197 · htpartnersfamilywealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE RETIREMENT SOLUTION LLC crossed $500M in regulatory AUM ($475.3M -> $573.3M). IAPD ↗
$573.3M RAUM · 15 reps · 425-558-3700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES crossed $500M in regulatory AUM ($422.9M -> $544.8M). IAPD ↗
$544.8M RAUM · 5 reps · 661-326-6357
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MERITAS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($483.8M -> $533.8M). IAPD ↗
$533.8M RAUM · 5 reps · 415-300-4560
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CENTRAL TRUST BANK crossed $500M in regulatory AUM ($489.5M -> $508.6M). IAPD ↗
$508.6M RAUM · 3 reps · 573-634-1105
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ADAMS ASHBY FINANCIAL ADVISORS crossed $500M in regulatory AUM ($442.5M -> $737.1M). IAPD ↗
$737.1M RAUM · 2 reps · 916-333-5989 · adamsashby.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BLUECHIP WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($485.1M -> $637.0M). IAPD ↗
$637.0M RAUM · 6 reps · 770-771-5812
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PAULSON WEALTH MANAGEMENT INC. crossed $500M in regulatory AUM ($489.4M -> $503.8M). IAPD ↗
$503.8M RAUM · 5 reps · 630-517-2950
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOEY INVESTMENTS, INC. crossed $500M in regulatory AUM ($427.5M -> $635.5M). IAPD ↗
$635.5M RAUM · 4 reps · 610-738-4280
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BECK CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($384.6M -> $504.9M). IAPD ↗
$504.9M RAUM · 6 reps · 512-345-6789
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OLD PEAK FINANCE crossed $500M in regulatory AUM ($471.9M -> $575.2M). IAPD ↗
$575.2M RAUM · 7 reps · 919 459 8181
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RILEY FRIEDMAN ASSET MANAGEMENT crossed $500M in regulatory AUM ($453.3M -> $504.9M). IAPD ↗
$504.9M RAUM · 2 reps · 650-988-1088 · rfasset.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COMPASS FINANCIAL MANAGEMENT LLC crossed $500M in regulatory AUM ($409.4M -> $519.0M). IAPD ↗
$519.0M RAUM · 27 reps · 813-831-5168 · compassfmllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. crossed $500M in regulatory AUM ($459.8M -> $669.7M). IAPD ↗
$669.7M RAUM · 18 reps · 785-823-7900 · ucmofkansas.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CLARITY WEALTH ADVISORS crossed $500M in regulatory AUM ($478.9M -> $601.2M). IAPD ↗
$601.2M RAUM · 2 reps · 408-560-3220 · claritywealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TLWM FINANCIAL crossed $500M in regulatory AUM ($484.9M -> $577.3M). IAPD ↗
$577.3M RAUM · 10 reps · 1-877-348-8822 · tlwmadvisor.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STONEMARK WEALTH MANAGEMENT crossed $500M in regulatory AUM ($427.1M -> $516.3M). IAPD ↗
$516.3M RAUM · 5 reps · 626-304-9888 · stonemarkwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RPG FAMILY WEALTH ADVISORY, LLC crossed $500M in regulatory AUM ($492.3M -> $590.3M). IAPD ↗
$590.3M RAUM · 13 reps · (888) 285-8600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PARK CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($377.1M -> $732.8M). IAPD ↗
$732.8M RAUM · 5 reps · 608-440-8608
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HARVEST INVESTMENT SERVICES, LLC crossed $500M in regulatory AUM ($281.7M -> $534.2M). IAPD ↗
$534.2M RAUM · 23 reps · (630) 613-9230
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NEW LEGACY GROUP, LLC crossed $500M in regulatory AUM ($444.6M -> $707.9M). IAPD ↗
$707.9M RAUM · 9 reps · 212-616-8020
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
QUANTUM CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($193.9M -> $935.2M). IAPD ↗
$935.2M RAUM · 4 reps · 609 677-4949
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FORTIS ADVISORS, LLC crossed $500M in regulatory AUM ($470.8M -> $508.4M). IAPD ↗
$508.4M RAUM · 4 reps · 610-313-0910
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HIGHMARK WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($483.7M -> $522.8M). IAPD ↗
$522.8M RAUM · 4 reps · 651-829-3300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
IRON HORSE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($426.3M -> $532.8M). IAPD ↗
$532.8M RAUM · 6 reps · 515-779-6250 · ironhorsewm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OAK GROVE CAPITAL, LLC crossed $500M in regulatory AUM ($340.9M -> $616.2M). IAPD ↗
$616.2M RAUM · 2 reps · 412-515-8899
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SILVERLAKE WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($485.7M -> $572.7M). IAPD ↗
$572.7M RAUM · 9 reps · (802) 857-5083
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIRST ADVISORS NATIONAL, LLC crossed $500M in regulatory AUM ($448.3M -> $501.1M). IAPD ↗
$501.1M RAUM · 56 reps · 1-855-326-7427 · danlamb.us
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AFFINITY CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($480.1M -> $636.1M). IAPD ↗
$636.1M RAUM · 4 reps · 510-984-0261 · affinitycapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
X-SQUARE CAPITAL crossed $500M in regulatory AUM ($423.6M -> $623.9M). IAPD ↗
$623.9M RAUM · 7 reps · 787-282-1621 · xsquarecapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEALTH PRESERVATION ADVISORS, LLC crossed $500M in regulatory AUM ($479.7M -> $536.1M). IAPD ↗
$536.1M RAUM · 2 reps · 423-486-9400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
360 FINANCIAL crossed $500M in regulatory AUM ($475.4M -> $567.6M). IAPD ↗
$567.6M RAUM · 5 reps · 952-542-8900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LOGICA CAPITAL ADVISERS, LLC crossed $500M in regulatory AUM ($319.8M -> $522.6M). IAPD ↗
$522.6M RAUM · 4 reps · 424-652-9500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CRESTA ADVISORS crossed $500M in regulatory AUM ($418.0M -> $533.1M). IAPD ↗
$533.1M RAUM · 7 reps · 956-267-8130
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BROPHY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($407.3M -> $512.6M). IAPD ↗
$512.6M RAUM · 2 reps · (603) 668-2303 · brophywealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MYSTIC ASSET MANAGEMENT crossed $500M in regulatory AUM ($333.7M -> $529.3M). IAPD ↗
$529.3M RAUM · 2 reps · 866-206-5272 · mysticassetmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VIZCAYA CAPITAL, LLC crossed $500M in regulatory AUM ($426.7M -> $529.8M). IAPD ↗
$529.8M RAUM · 5 reps · 305-602-5725 · vizcayacapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SEQUOIA WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($457.2M -> $514.3M). IAPD ↗
$514.3M RAUM · 16 reps · 847-310-5900 · cpmfinancialservices.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARIADNE WEALTH MANAGEMENT, LP crossed $500M in regulatory AUM ($445.9M -> $539.3M). IAPD ↗
$539.3M RAUM · 6 reps · 805-456-4920 · ariadnewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEALTH MANAGEMENT ADVISORS, LLC crossed $500M in regulatory AUM ($465.3M -> $562.7M). IAPD ↗
$562.7M RAUM · 5 reps · 864-236-4706 · wagnerwealthmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MFA WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($479.3M -> $529.1M). IAPD ↗
$529.1M RAUM · 8 reps · 412-343-8700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FORTIS CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($496.9M -> $726.3M). IAPD ↗
$726.3M RAUM · 11 reps · 425-453-5010
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
L2 ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($473.3M -> $819.6M). IAPD ↗
$819.6M RAUM · 5 reps · 5083507150 · l2asset.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LAZARI CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($471.1M -> $614.6M). IAPD ↗
$614.6M RAUM · 8 reps · 818-264-0610 · lazaricapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WHITE OAKS WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($490.9M -> $530.0M). IAPD ↗
$530.0M RAUM · 3 reps · 612-455-6900 · whiteoakswealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BENTOAK CAPITAL crossed $500M in regulatory AUM ($473.0M -> $803.7M). IAPD ↗
$803.7M RAUM · 14 reps · 817-550-6750
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TYLER-STONE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($460.3M -> $598.9M). IAPD ↗
$598.9M RAUM · 19 reps · 216-295-0945
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
C.J. LAWRENCE crossed $500M in regulatory AUM ($484.5M -> $591.5M). IAPD ↗
$591.5M RAUM · 3 reps · 1-877-466-1783 · cjlawrence.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LOOM CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($443.1M -> $505.8M). IAPD ↗
$505.8M RAUM · 2 reps · 646-870-8973 · loomcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PURUS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($437.5M -> $548.2M). IAPD ↗
$548.2M RAUM · 4 reps · 949-356-6330
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TUCKER ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($476.5M -> $640.8M). IAPD ↗
$640.8M RAUM · 79 reps · 303-734-1234 · tuckeram.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MASCOMA WEALTH MANAGEMENT crossed $500M in regulatory AUM ($435.3M -> $504.7M). IAPD ↗
$504.7M RAUM · 8 reps · 603-676-8813 · mascoma.bank
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARIES WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($426.1M -> $530.7M). IAPD ↗
$530.7M RAUM · 4 reps · 207-536-0530
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GRANITE HARBOR ADVISORS, INC. crossed $500M in regulatory AUM ($401.2M -> $561.4M). IAPD ↗
$561.4M RAUM · 8 reps · 832-461-0789
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CASTLE ROCK WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($485.8M -> $521.8M). IAPD ↗
$521.8M RAUM · 8 reps · 925-478-8800 · crwmadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AVIVAR CAPITAL, LLC crossed $500M in regulatory AUM ($443.2M -> $513.8M). IAPD ↗
$513.8M RAUM · 16 reps · 818-681-6833
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GIBBS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($391.4M -> $639.2M). IAPD ↗
$639.2M RAUM · 49 reps · 678-694-8770
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DGS CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($446.7M -> $535.5M). IAPD ↗
$535.5M RAUM · 4 reps · 646-992-4370 · dgs.capital
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CURRAN FINANCIAL PARTNERS, LLC crossed $500M in regulatory AUM ($472.7M -> $592.9M). IAPD ↗
$592.9M RAUM · 10 reps · (843) 300-1182
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MERIDIAN FINANCIAL PARTNERS LLC crossed $500M in regulatory AUM ($400.8M -> $510.8M). IAPD ↗
$510.8M RAUM · 4 reps · (540)-878-5416
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MULHOLLAND WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($430.5M -> $543.2M). IAPD ↗
$543.2M RAUM · 6 reps · 3102728185 · mulhollandwa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACUMEN WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($427.3M -> $593.7M). IAPD ↗
$593.7M RAUM · 10 reps · 423-825-4796 · acumenwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOOPOE ADVISORS crossed $500M in regulatory AUM ($402.5M -> $543.6M). IAPD ↗
$543.6M RAUM · 9 reps · 617-708-0639
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BMSS WESSON WEALTH SOLUTIONS crossed $500M in regulatory AUM ($493.5M -> $577.1M). IAPD ↗
$577.1M RAUM · 6 reps · 205-982-5555 · bmsswesson.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CORDATUS WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($457.8M -> $525.6M). IAPD ↗
$525.6M RAUM · 3 reps · 215-579-5981 · cordatuswealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INVISTA ADVISORS crossed $500M in regulatory AUM ($462.4M -> $580.1M). IAPD ↗
$580.1M RAUM · 6 reps · (334) 387-0094
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SALING WEALTH ADVISORS crossed $500M in regulatory AUM ($410.4M -> $517.6M). IAPD ↗
$517.6M RAUM · 9 reps · 502-805-3000 · salingwealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WOLFF FINANCIAL MANAGEMENT LLC crossed $500M in regulatory AUM ($465.5M -> $531.7M). IAPD ↗
$531.7M RAUM · 4 reps · 269-372-3100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALPHA CAPITAL MANAGEMENT GROUP LLC crossed $500M in regulatory AUM ($421.9M -> $613.5M). IAPD ↗
$613.5M RAUM · 3 reps · 303-900-1940 · alphacmg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARJUNA CAPITAL, LLC crossed $500M in regulatory AUM ($458.1M -> $634.1M). IAPD ↗
$634.1M RAUM · 3 reps · (978) 704-0112 · arjuna-capital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WESTSHORE WEALTH crossed $500M in regulatory AUM ($473.8M -> $534.3M). IAPD ↗
$534.3M RAUM · 6 reps · (949) 825-7505 · westshorewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CENTRAL FAMILY ADVISORS, LLC crossed $500M in regulatory AUM ($428.6M -> $549.8M). IAPD ↗
$549.8M RAUM · 3 reps · 917-993-7115 · cenfam.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CLARK ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($457.3M -> $778.3M). IAPD ↗
$778.3M RAUM · 6 reps · 603-237-1341
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MAXIMAI INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($493.7M -> $538.7M). IAPD ↗
$538.7M RAUM · 6 reps · 786-332-6050 · maximaipartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ONEASCENT INVESTMENT SOLUTIONS, LLC crossed $500M in regulatory AUM ($457.2M -> $639.8M). IAPD ↗
$639.8M RAUM · 8 reps · 2053139142
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. crossed $500M in regulatory AUM ($422.0M -> $529.1M). IAPD ↗
$529.1M RAUM · 11 reps · 866-405-1031 · askglobalwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BLACK SWIFT GROUP, LLC crossed $500M in regulatory AUM ($467.6M -> $558.0M). IAPD ↗
$558.0M RAUM · 5 reps · 303-955-4381 · blackswiftgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NIA IMPACT CAPITAL crossed $500M in regulatory AUM ($446.5M -> $525.7M). IAPD ↗
$525.7M RAUM · 4 reps · 510-319-9221 · niaimpactadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ADAPTIVE FINANCIAL CONSULTING, LLC crossed $500M in regulatory AUM ($403.7M -> $508.5M). IAPD ↗
$508.5M RAUM · 6 reps · 440-359-3468 · adaptivefc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CLEAR CREEK ADVISORS crossed $500M in regulatory AUM ($376.3M -> $548.3M). IAPD ↗
$548.3M RAUM · 7 reps · (720) 642-8348
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INTEGRA GLOBAL ADVISORS LLC crossed $500M in regulatory AUM ($417.8M -> $562.6M). IAPD ↗
$562.6M RAUM · 12 reps · (203) 266-3942
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INTEGRITY ADVISORY SOLUTIONS crossed $500M in regulatory AUM ($147.5M -> $512.3M). IAPD ↗
$512.3M RAUM · 90 reps · (214) 919-2165 · integritywealthsolutions.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FINANCIAL STRATEGIES GROUP, INC crossed $500M in regulatory AUM ($468.6M -> $550.1M). IAPD ↗
$550.1M RAUM · 9 reps · (800) 804-0420
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HAMILTON WEALTH, LLC crossed $500M in regulatory AUM ($451.0M -> $553.7M). IAPD ↗
$553.7M RAUM · 3 reps · 747-208-4300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PEAK PLANNING GROUP, LLC crossed $500M in regulatory AUM ($272.2M -> $650.9M). IAPD ↗
$650.9M RAUM · 5 reps · 303-991-0056 · peakplan.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WELLS TRECASO FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($482.9M -> $533.3M). IAPD ↗
$533.3M RAUM · 4 reps · 330-752-1547
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MIRAMAR CAPITAL crossed $500M in regulatory AUM ($491.3M -> $509.2M). IAPD ↗
$509.2M RAUM · 3 reps · 847-291-7300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MORGANROSEL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($409.9M -> $503.3M). IAPD ↗
$503.3M RAUM · 2 reps · 303.647.3801 · morganrosel.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MODUS ADVISORS, LLC crossed $500M in regulatory AUM ($432.4M -> $514.0M). IAPD ↗
$514.0M RAUM · 4 reps · (952) 946-1000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRUVESTMENTS CAPITAL LLC crossed $500M in regulatory AUM ($362.7M -> $601.2M). IAPD ↗
$601.2M RAUM · 16 reps · 941-753-3814
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OUTLOOK WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($463.2M -> $543.2M). IAPD ↗
$543.2M RAUM · 4 reps · 281-872-1515
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FORTEM FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($438.1M -> $528.5M). IAPD ↗
$528.5M RAUM · 6 reps · 760-206-8500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KELLY FINANCIAL SERVICES LLC crossed $500M in regulatory AUM ($488.6M -> $506.5M). IAPD ↗
$506.5M RAUM · 5 reps · 781-849-3090 · kellyfinancial.org
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TREEHOUSE WEALTH ADVISORS crossed $500M in regulatory AUM ($184.8M -> $537.0M). IAPD ↗
$537.0M RAUM · 5 reps · 415-887-1416
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRG ADVISORS, INC. crossed $500M in regulatory AUM ($421.3M -> $547.7M). IAPD ↗
$547.7M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RETIREMENT WELLNESS GROUP crossed $500M in regulatory AUM ($486.3M -> $523.7M). IAPD ↗
$523.7M RAUM · 2 reps · 949-757-1799 · retirementwellnessgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIRETHORN WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($459.7M -> $543.6M). IAPD ↗
$543.6M RAUM · 5 reps · 706.426.4243
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SCISSORTAIL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($488.5M -> $587.5M). IAPD ↗
$587.5M RAUM · 7 reps · (918) 956-0500 · scissortailwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VIRTUS FAMILY OFFICE crossed $500M in regulatory AUM ($462.0M -> $543.1M). IAPD ↗
$543.1M RAUM · 1 reps · 915-730-3885
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASIO CAPITAL LLC crossed $500M in regulatory AUM ($499.6M -> $621.5M). IAPD ↗
$621.5M RAUM · 6 reps · 859-785-4130 · asiocapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PHRACTION MANAGEMENT LLC crossed $500M in regulatory AUM ($451.0M -> $521.0M). IAPD ↗
$521.0M RAUM · 3 reps · 860-531-9590 · phraction.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WICK CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($430.4M -> $565.3M). IAPD ↗
$565.3M RAUM · 11 reps · 215-302-3535 · wickcapitalpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INTELLIGENT WEALTH SOLUTIONS LLC crossed $500M in regulatory AUM ($277.4M -> $632.4M). IAPD ↗
$632.4M RAUM · 4 reps · 877-699-3258
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SELDON CAPITAL LP crossed $500M in regulatory AUM ($411.6M -> $536.3M). IAPD ↗
$536.3M RAUM · 5 reps · 209-683-3109 #804
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HUDSON VALUE PARTNERS, LLC crossed $500M in regulatory AUM ($421.3M -> $530.7M). IAPD ↗
$530.7M RAUM · 4 reps · 646-343-9772 · hudsonvaluepartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONVERGENCE FINANCIAL crossed $500M in regulatory AUM ($422.4M -> $703.4M). IAPD ↗
$703.4M RAUM · 13 reps · (573) 818-2264
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TANNIN CAPITAL, LLC crossed $500M in regulatory AUM ($362.3M -> $512.3M). IAPD ↗
$512.3M RAUM · 6 reps · 704-552-1082 · tannin.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PAINTED PORCH ADVISORS LLC crossed $500M in regulatory AUM ($371.8M -> $518.2M). IAPD ↗
$518.2M RAUM · 9 reps · 805-567-4288 · paintedporchadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BLUE ZONE WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($462.3M -> $564.8M). IAPD ↗
$564.8M RAUM · 5 reps · (310) 310-2789 · bluezoneadvisory.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GIVERNY CAPITAL ASSET MANAGEMENT crossed $500M in regulatory AUM ($368.8M -> $502.6M). IAPD ↗
$502.6M RAUM · 2 reps · 646-669-8950
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PALUMBO WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($322.7M -> $542.2M). IAPD ↗
$542.2M RAUM · 5 reps · (516) 629-7073 · palumbowm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ENVOY ADVISORY INC. crossed $500M in regulatory AUM ($451.1M -> $533.9M). IAPD ↗
$533.9M RAUM · 12 reps · 888-879-1376
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CREEKMUR ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($410.6M -> $561.8M). IAPD ↗
$561.8M RAUM · 15 reps · 309-925-2043
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FORTRESS WEALTH PLANNING crossed $500M in regulatory AUM ($409.8M -> $615.7M). IAPD ↗
$615.7M RAUM · 6 reps · 904-301-4545 · fortresswealthplanning.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KREITLER FINANCIAL LLC crossed $500M in regulatory AUM ($476.7M -> $514.9M). IAPD ↗
$514.9M RAUM · 6 reps · 203-867-4396
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INTERCHANGE CAPITAL PARTNERS crossed $500M in regulatory AUM ($269.6M -> $595.9M). IAPD ↗
$595.9M RAUM · 4 reps · 412-307-4230 · interchangecp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OXLER PRIVATE WEALTH crossed $500M in regulatory AUM ($440.8M -> $539.6M). IAPD ↗
$539.6M RAUM · 3 reps · 212-785-2860 · oxlerpw.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HERITAGE CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($120.0M -> $672.5M). IAPD ↗
$672.5M RAUM · 1 reps · 303-670-9761 · info@heritagecapitalresearch.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MILESTONE ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($445.8M -> $546.3M). IAPD ↗
$546.3M RAUM · 11 reps · 412-643-3058
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FOCUSED ALPHA, LLC crossed $500M in regulatory AUM ($306.8M -> $561.9M). IAPD ↗
$561.9M RAUM · 8 reps · 303-529-5100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONCORD ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($406.0M -> $520.1M). IAPD ↗
$520.1M RAUM · 2 reps · (276) 628-5910
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CERRO PACIFIC WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($441.4M -> $558.1M). IAPD ↗
$558.1M RAUM · 6 reps · 805-457-3300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NAVIS WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($409.7M -> $540.7M). IAPD ↗
$540.7M RAUM · 5 reps · 914-848-8300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEST MICHIGAN ADVISORS crossed $500M in regulatory AUM ($494.8M -> $614.4M). IAPD ↗
$614.4M RAUM · 11 reps · (616) 820-1040
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HZ INVESTMENTS INC. crossed $500M in regulatory AUM ($496.5M -> $536.7M). IAPD ↗
$536.7M RAUM · 1 reps · 301-922-7631
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HERITAGE WEALTH ADVISORS crossed $500M in regulatory AUM ($496.4M -> $552.2M). IAPD ↗
$552.2M RAUM · 3 reps · 513-440-5475 · yourheritageadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. crossed $500M in regulatory AUM ($454.3M -> $607.1M). IAPD ↗
$607.1M RAUM · 14 reps · 810-744-4450
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALLEGIANCE FINANCIAL GROUP crossed $500M in regulatory AUM ($418.8M -> $505.0M). IAPD ↗
$505.0M RAUM · 6 reps · (703) 242-7900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HILL ISLAND FINANCIAL LLC crossed $500M in regulatory AUM ($446.6M -> $537.0M). IAPD ↗
$537.0M RAUM · 8 reps · (616) 977-2639
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VSM WEALTH ADVISORY, LLC crossed $500M in regulatory AUM ($498.5M -> $587.1M). IAPD ↗
$587.1M RAUM · 5 reps · 410-825-8844 · vs-m.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RHO TREASURY crossed $500M in regulatory AUM ($279.5M -> $704.2M). IAPD ↗
$704.2M RAUM · 1 reps · (855) 743-8746 · rho.co
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
POINTOAK RETIREMENT ADVISORS crossed $500M in regulatory AUM ($270.9M -> $818.7M). IAPD ↗
$818.7M RAUM · 3 reps · 703-595-4444
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PROSPERITAS FINANCIAL, LLC crossed $500M in regulatory AUM ($391.8M -> $612.7M). IAPD ↗
$612.7M RAUM · 16 reps · 661-255-9555
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRADEWINDS, LLC crossed $500M in regulatory AUM ($293.9M -> $560.2M). IAPD ↗
$560.2M RAUM · 9 reps · 919-571-2833 · tradewinds.global
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BROOKLYN INVESTMENT GROUP, LLC crossed $500M in regulatory AUM ($272.6M -> $522.7M). IAPD ↗
$522.7M RAUM · 6 reps · 617-319-7229
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC crossed $500M in regulatory AUM ($404.0M -> $507.2M). IAPD ↗
$507.2M RAUM · 3 reps · 781-591-0200 · argonauticapwm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALLOCATE MANAGEMENT COMPANY, LLC crossed $500M in regulatory AUM ($482.0M -> $930.6M). IAPD ↗
$930.6M RAUM · 5 reps · 650-260-3431
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
G&H INVESTMENTS crossed $500M in regulatory AUM ($456.2M -> $501.4M). IAPD ↗
$501.4M RAUM · 3 reps · 717-295-4425 · gross-investments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PORTFOLIO DESIGN LABS, LLC crossed $500M in regulatory AUM ($276.2M -> $501.8M). IAPD ↗
$501.8M RAUM · 1 reps · 310-755-0411
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ADVYZON INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($207.6M -> $502.4M). IAPD ↗
$502.4M RAUM · 3 reps · 844-340-1898 · advyzonim.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VALUE ALIGNED RESEARCH ADVISORS, LLC crossed $500M in regulatory AUM ($395.9M -> $542.2M). IAPD ↗
$542.2M RAUM · 4 reps · (609)-608-9205
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEALTH SCIENCE ADVISORS LLC crossed $500M in regulatory AUM ($368.9M -> $512.5M). IAPD ↗
$512.5M RAUM · 7 reps · 678-480-2681 · wealthscienceadvisors.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MEOW ADVISORY, LLC crossed $500M in regulatory AUM ($282.6M -> $675.5M). IAPD ↗
$675.5M RAUM · 1 reps · 929-333-3405 · meow.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
APOLLON FINANCIAL, LLC crossed $500M in regulatory AUM ($482.3M -> $890.4M). IAPD ↗
$890.4M RAUM · 13 reps · 843-579-0018 · apollonfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BUCK WEALTH STRATEGIES, LLC crossed $500M in regulatory AUM ($299.9M -> $565.4M). IAPD ↗
$565.4M RAUM · 20 reps · 888-210-6567
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EQ WEALTH ADVISORS crossed $500M in regulatory AUM ($470.4M -> $558.8M). IAPD ↗
$558.8M RAUM · 4 reps · 214-389-6750 · eqwealthadv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ENCOMPASS MORE ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($228.5M -> $581.9M). IAPD ↗
$581.9M RAUM · 76 reps · 925-272-8850 · encompassmore.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PAVE INVESTMENT ADVISORS, LLC. crossed $500M in regulatory AUM ($115.5M -> $669.6M). IAPD ↗
$669.6M RAUM · 2 reps · 646-690-2800 · anchor.fm
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHERMAN PORTFOLIOS, LLC crossed $500M in regulatory AUM ($434.0M -> $581.6M). IAPD ↗
$581.6M RAUM · 3 reps · 800-634-2008 · shermanportfolios.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CARAVELA ENERGY PARTNERS LP crossed $500M in regulatory AUM ($348.0M -> $516.6M). IAPD ↗
$516.6M RAUM · 7 reps · 203-200-0636
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ABRA CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($102.5M -> $700.6M). IAPD ↗
$700.6M RAUM · 6 reps · 707-340-3722
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ABLE FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($467.4M -> $571.0M). IAPD ↗
$571.0M RAUM · 8 reps · 480-258-6104 · ablefinancialgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EAGLE WEALTH STRATEGIES crossed $500M in regulatory AUM ($498.3M -> $557.6M). IAPD ↗
$557.6M RAUM · 8 reps · 856-845-4005 · eaglewealthstrategies.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
9823 CAPITAL, LP crossed $500M in regulatory AUM ($117.9M -> $647.5M). IAPD ↗
$647.5M RAUM · 4 reps · 214-849-5800 · 9823.capital
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SECOND LINE CAPITAL, LLC crossed $500M in regulatory AUM ($402.1M -> $723.0M). IAPD ↗
$723.0M RAUM · 21 reps · 504-321-0923
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GREATER MIDWEST FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($424.5M -> $511.9M). IAPD ↗
$511.9M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KITCHING PARTNERS, LLC crossed $500M in regulatory AUM ($477.6M -> $538.6M). IAPD ↗
$538.6M RAUM · 5 reps · 267-209-0830
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRECEDENT WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($378.7M -> $535.6M). IAPD ↗
$535.6M RAUM · 4 reps · (713)244-6450 · precedentwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INTERTIDE PARTNERS crossed $500M in regulatory AUM ($334.0M -> $928.1M). IAPD ↗
$928.1M RAUM · 2 reps · 312.961.5048 · intertidepartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KICKSTAND WEALTH ADVISORS crossed $500M in regulatory AUM ($453.9M -> $528.4M). IAPD ↗
$528.4M RAUM · 4 reps · 585-382-8600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BBVA GLOBAL WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($399.0M -> $523.7M). IAPD ↗
$523.7M RAUM · 22 reps · 3052057752 · bbvaglobalwealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($454.6M -> $535.1M). IAPD ↗
$535.1M RAUM · 5 reps · 9047191360
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CACHETECH crossed $500M in regulatory AUM ($131.8M -> $671.7M). IAPD ↗
$671.7M RAUM · 6 reps · 435-752-1702 · cachetech.io
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BARE WEALTH ADVISORS crossed $500M in regulatory AUM ($222.2M -> $509.3M). IAPD ↗
$509.3M RAUM · 8 reps · 717-407-5200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SIERRA SUMMIT ADVISORS LLC crossed $500M in regulatory AUM ($425.0M -> $637.6M). IAPD ↗
$637.6M RAUM · 4 reps · 847-652-5070 · sierrasummitadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EVERNEST FINANCIAL ADVISORS crossed $500M in regulatory AUM ($484.8M -> $761.2M). IAPD ↗
$761.2M RAUM · 4 reps · 317-556-1015 · evernestfa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PERMANENT CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($365.1M -> $742.2M). IAPD ↗
$742.2M RAUM · 1 reps · 312-961-8251 · permanent-capital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
JPL WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($300.0M -> $516.0M). IAPD ↗
$516.0M RAUM · 4 reps · 855-575-5752 · jplwealthmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEINAND FINANCIAL, INC. crossed $500M in regulatory AUM ($443.4M -> $504.5M). IAPD ↗
$504.5M RAUM · 2 reps · 360-459-4847 · weinand.us
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TIEMPO CAPITAL PARTNERS crossed $500M in regulatory AUM ($264.5M -> $508.0M). IAPD ↗
$508.0M RAUM · 3 reps · 786-885-2120 · tiempocapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TAIKO PRIVATE WEALTH crossed $500M in regulatory AUM ($239.0M -> $599.7M). IAPD ↗
$599.7M RAUM · 3 reps · 3123004781
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALLEGIANT WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($393.1M -> $956.5M). IAPD ↗
$956.5M RAUM · 1 reps · (918) 623-4500 · allegiantwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SOUTHERN EQUITY ADVISORS LLC crossed $500M in regulatory AUM ($389.2M -> $548.4M). IAPD ↗
$548.4M RAUM · 2 reps · 877-240-9233 · southernequity.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
A&M PRIVATE WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($103.2M -> $760.6M). IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
QTR FAMILY WEALTH, LLC crossed $500M in regulatory AUM ($107.3M -> $582.8M). IAPD ↗
$582.8M RAUM · 4 reps · 407-745-0715 · qtrfamilycapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VIRTUS WEALTH SOLUTIONS crossed $500M in regulatory AUM ($481.5M -> $501.4M). IAPD ↗
$501.4M RAUM · 4 reps · 908-967-6360 · virtuswealthsolutions.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LINEPOINT PARTNERS & CO. crossed $500M in regulatory AUM ($197.8M -> $567.3M). IAPD ↗
$567.3M RAUM · 4 reps · 323-886-3635 · linepointpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
INSTITUTIONAL CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($497.0M -> $584.0M). IAPD ↗institutional
$584.0M RAUM · 1 reps · 303-579-9595 · thinkicm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
CONNING INVESTMENT PRODUCTS, INC. crossed $500M in regulatory AUM ($486.5M -> $517.7M). IAPD ↗institutional
$517.7M RAUM · 5 reps · 860-299-2000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
OLD GLORY ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($460.0M -> $568.6M). IAPD ↗institutional
$568.6M RAUM · 2 reps · 610-648-3860 · oldgloryam.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
LYONROSS CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($466.3M -> $642.3M). IAPD ↗institutional
$642.3M RAUM · 5 reps · 212-218-3950 · lyonross.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
NEWFOUND RESEARCH LLC crossed $500M in regulatory AUM ($122.1M -> $831.8M). IAPD ↗institutional
$831.8M RAUM · 2 reps · (617) 531-9773 · blog.thinknewfound.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
AETNA ASSET ADVISORS, LLC crossed $500M in regulatory AUM ($313.2M -> $733.6M). IAPD ↗institutional
$733.6M RAUM · 24 reps · 860-273-4631
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
BOFCAL ASSET MANAGEMENT INC. crossed $500M in regulatory AUM ($184.0M -> $797.6M). IAPD ↗institutional
$797.6M RAUM · 5 reps · (415) 757-2654
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
NEWFRONT RETIREMENT SERVICES, INC. crossed $500M in regulatory AUM ($366.8M -> $649.3M). IAPD ↗institutional
$649.3M RAUM · 19 reps · 415-754-3635 · newfront.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SCIENCAST MANAGEMENT LP crossed $500M in regulatory AUM ($320.0M -> $800.0M). IAPD ↗institutional
$800.0M RAUM · 3 reps · 609-917-3298
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
MAIN MANAGEMENT FUND ADVISORS, LLC crossed $500M in regulatory AUM ($370.5M -> $582.1M). IAPD ↗institutional
$582.1M RAUM · 20 reps · 415-217-5800 · mainmgtetfs.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
DOMAIN TIMBER ADVISORS, LLC crossed $500M in regulatory AUM ($443.4M -> $597.7M). IAPD ↗institutional
$597.7M RAUM · 7 reps · 770-628-0700 · domaincapitalgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
1WS CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($266.0M -> $561.0M). IAPD ↗institutional
$561.0M RAUM · 53 reps · 212-957-2500 · 1wscapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
CELERES CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($486.0M -> $611.4M). IAPD ↗institutional
$611.4M RAUM · 4 reps · 646-481-0469 · celerescapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
RRA CAPITAL crossed $500M in regulatory AUM ($432.8M -> $593.3M). IAPD ↗institutional
$593.3M RAUM · 22 reps · 602-714-5111
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
TRUEMARK INVESTMENTS crossed $500M in regulatory AUM ($242.8M -> $761.8M). IAPD ↗institutional
$761.8M RAUM · 1 reps · 877-774-8783 · true-shares.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
NEXANNUITY ASSET MANAGEMENT, L.P. crossed $500M in regulatory AUM ($421.2M -> $600.4M). IAPD ↗institutional
$600.4M RAUM · 2 reps · 214-276-6300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
POLYMER CAPITAL MANAGEMENT (US), LLC crossed $500M in regulatory AUM ($130.4M -> $802.5M). IAPD ↗institutional
$802.5M RAUM · 17 reps · 646-660-0364
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
QUANTIX COMMODITIES LP crossed $500M in regulatory AUM ($139.0M -> $791.8M). IAPD ↗institutional
$791.8M RAUM · 12 reps · 203-864-3388
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
ACADEMY ASSET MANAGEMENT crossed $500M in regulatory AUM ($188.6M -> $598.4M). IAPD ↗institutional
$598.4M RAUM · 3 reps · 646-341-6869
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
OHA PRIVATE CREDIT ADVISORS II, L.P. crossed $500M in regulatory AUM ($495.2M -> $659.3M). IAPD ↗institutional
$659.3M RAUM · 124 reps · 212-326-1500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SG TRADING SOLUTIONS, LLC crossed $500M in regulatory AUM ($207.8M -> $535.2M). IAPD ↗institutional
$535.2M RAUM · 3 reps · (801) 683-2856 · sgtradingsolutions.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
KENNEDY LEWIS CAPITAL HOLDINGS LLC crossed $500M in regulatory AUM ($454.3M -> $869.6M). IAPD ↗institutional
$869.6M RAUM · 44 reps · 212-782-3480 · klimllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
BOW RIVER ADVISERS, LLC crossed $500M in regulatory AUM ($461.1M -> $705.7M). IAPD ↗institutional
$705.7M RAUM · 6 reps · (303) 861-8466 · bowriverevergreen.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
REX ADVISERS, LLC crossed $500M in regulatory AUM ($119.3M -> $774.9M). IAPD ↗institutional
$774.9M RAUM · 2 reps · 203-557-6201
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
BCPC ADVISORS, LP crossed $500M in regulatory AUM ($223.7M -> $747.7M). IAPD ↗institutional
$747.7M RAUM · 255 reps · 617-516-2318
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
WILLOW TREE CAPITAL CORP ADVISORS LLC crossed $500M in regulatory AUM ($310.3M -> $744.4M). IAPD ↗institutional
$744.4M RAUM · 12 reps · 212-218-1090
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC crossed $500M in regulatory AUM ($2 -> $553.3M). IAPD ↗institutional
$553.3M RAUM · 5 reps · 212-895-2280 · soundpointcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
TWIN OAK ETF COMPANY crossed $500M in regulatory AUM ($10.2M -> $572.3M). IAPD ↗institutional
$572.3M RAUM · 2 reps · 617-402-5495 · twinoaketfs.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
FPLF MANAGEMENT LLC crossed $500M in regulatory AUM ($100.0M -> $630.0M). IAPD ↗institutional
$630.0M RAUM · 3 reps · 212-798-6100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HARVEST MANAGEMENT, L.L.C. crossed $500M in regulatory AUM ($396.2M -> $643.5M). IAPD ↗fund
$643.5M RAUM · 5 reps · 917-971-9021
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
OPALEYE MANAGEMENT INC. crossed $500M in regulatory AUM ($432.5M -> $639.6M). IAPD ↗fund
$639.6M RAUM · 3 reps · 617-229-5085
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
WESTERN STANDARD, LLC crossed $500M in regulatory AUM ($389.0M -> $564.9M). IAPD ↗fund
$564.9M RAUM · 6 reps · 310-929-4300 · westernstandardllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BROADOAK ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($371.0M -> $595.4M). IAPD ↗fund
$595.4M RAUM · 9 reps · 301-358-2692 · broadoak.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NEWPORT INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($473.5M -> $582.6M). IAPD ↗fund
$582.6M RAUM · 12 reps · 312-724-7031
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MEDINA VALUE PARTNERS, LLC crossed $500M in regulatory AUM ($341.6M -> $511.6M). IAPD ↗fund
$511.6M RAUM · 3 reps · (310) 979-6900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
STANLEY CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($454.7M -> $557.7M). IAPD ↗fund
$557.7M RAUM · 3 reps · 713-900-3200 · stanleycap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TRUMAN CAPITAL ADVISORS, LP crossed $500M in regulatory AUM ($319.1M -> $531.8M). IAPD ↗fund
$531.8M RAUM · 15 reps · 914-730-7102
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CORSAIR CAPITAL MANAGEMENT, L.P. crossed $500M in regulatory AUM ($498.1M -> $643.5M). IAPD ↗fund
$643.5M RAUM · 2 reps · 212-949-3000 · corsaircap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MANIKAY PARTNERS crossed $500M in regulatory AUM ($403.0M -> $501.8M). IAPD ↗fund
$501.8M RAUM · 3 reps · 212-588-6200 · manikaypartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LIONSTONE CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($485.2M -> $519.8M). IAPD ↗fund
$519.8M RAUM · 4 reps · 1-212-207-8001
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BEACONLIGHT CAPITAL, LLC crossed $500M in regulatory AUM ($365.3M -> $528.5M). IAPD ↗fund
$528.5M RAUM · 8 reps · 212-612-3130
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NEW CAPITAL PARTNERS crossed $500M in regulatory AUM ($355.3M -> $614.8M). IAPD ↗fund
$614.8M RAUM · 7 reps · 205-939-8400 · newcapitalpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GLOBAL FRONTIER INVESTMENTS, LLC crossed $500M in regulatory AUM ($403.4M -> $516.4M). IAPD ↗fund
$516.4M RAUM · 2 reps · 415 402-0285
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
RIZVI TRAVERSE MANAGEMENT, LLC crossed $500M in regulatory AUM ($294.6M -> $522.4M). IAPD ↗fund
$522.4M RAUM · 4 reps · 248-594-4751 · rizvitraverse.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CID CAPITAL II, INC. crossed $500M in regulatory AUM ($292.4M -> $564.0M). IAPD ↗fund
$564.0M RAUM · 10 reps · 317-818-5030 · cidcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TROOB CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($362.2M -> $513.1M). IAPD ↗fund
$513.1M RAUM · 6 reps · 914 694 5777 · troobcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
STELAC CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($463.7M -> $680.0M). IAPD ↗fund
$680.0M RAUM · 2 reps · 212-920-3890 · stelac.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LODGE HILL CAPITAL, LLC crossed $500M in regulatory AUM ($485.0M -> $650.0M). IAPD ↗fund
$650.0M RAUM · 3 reps · 212-714-7840
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FAROL INVESTMENT ADVISERS LP crossed $500M in regulatory AUM ($422.6M -> $592.4M). IAPD ↗fund
$592.4M RAUM · 5 reps · 646-722-2941
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
RINGS CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($422.5M -> $537.6M). IAPD ↗fund
$537.6M RAUM · 2 reps · 773-654-3526
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EUPHRATES ADVISORS crossed $500M in regulatory AUM ($372.1M -> $551.0M). IAPD ↗fund
$551.0M RAUM · 3 reps · 202-507-6380 · euph.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SEGRA CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($449.9M -> $532.6M). IAPD ↗fund
$532.6M RAUM · 3 reps · 561-890-9127
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HUNTING HILL GLOBAL CAPITAL, LLC crossed $500M in regulatory AUM ($481.7M -> $644.6M). IAPD ↗fund
$644.6M RAUM · 5 reps · 646-442-2790 · huntinghill.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NAVIMED CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($474.7M -> $918.8M). IAPD ↗fund
$918.8M RAUM · 10 reps · (202) 817-2850 · navimed.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NORTHLIGHT CAPITAL PARTNERS crossed $500M in regulatory AUM ($463.7M -> $527.7M). IAPD ↗fund
$527.7M RAUM · 7 reps · 646-873-6547 · icx.efrontcloud.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
KHROM CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($389.6M -> $883.2M). IAPD ↗fund
$883.2M RAUM · 3 reps · 6464366643 · khromcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FIRST SENTIER INVESTORS (US) LLC crossed $500M in regulatory AUM ($116.4M -> $922.1M). IAPD ↗fund
$922.1M RAUM · 20 reps · 212-497-9980 · firstsentierinvestors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LEP MANAGEMENT LLC crossed $500M in regulatory AUM ($468.8M -> $525.3M). IAPD ↗fund
$525.3M RAUM · 11 reps · 801-961-1599
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ALIGHT CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($495.7M -> $559.0M). IAPD ↗fund
$559.0M RAUM · 4 reps · 212-716-1316 · alightcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
VENDERA MANAGEMENT HOLDINGS, LLC crossed $500M in regulatory AUM ($389.9M -> $663.1M). IAPD ↗fund
$663.1M RAUM · 8 reps · 469-248-3079 · venderaresources.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ENGLE CAPITAL MANAGEMENT, L.P. crossed $500M in regulatory AUM ($489.4M -> $572.5M). IAPD ↗fund
$572.5M RAUM · 4 reps · 212-601-5590 · englecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PARLIAMENT CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($318.4M -> $955.0M). IAPD ↗fund
$955.0M RAUM · 6 reps · (787) 200-9004 · parliamentcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MAVERICK REAL ESTATE PARTNERS LLC crossed $500M in regulatory AUM ($474.5M -> $684.4M). IAPD ↗fund
$684.4M RAUM · 20 reps · 646-480-2084 · maverickrep.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
STONE-GOFF PARTNERS crossed $500M in regulatory AUM ($497.9M -> $626.1M). IAPD ↗fund
$626.1M RAUM · 10 reps · 646-814-4546
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PENDER CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($389.1M -> $505.8M). IAPD ↗fund
$505.8M RAUM · 13 reps · 214-988-9914
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LWO LLC crossed $500M in regulatory AUM ($278.6M -> $539.5M). IAPD ↗fund
$539.5M RAUM · 20 reps · 605-380-5347
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ATW PARTNERS LLC crossed $500M in regulatory AUM ($497.4M -> $581.1M). IAPD ↗fund
$581.1M RAUM · 8 reps · 646-975-5548
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HPE CAPITAL MANAGEMENT II, LLC crossed $500M in regulatory AUM ($455.7M -> $600.3M). IAPD ↗fund
$600.3M RAUM · 4 reps · 513-745-9200 · hauserprivateequity.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FALL LINE CAPITAL, LLC crossed $500M in regulatory AUM ($484.3M -> $518.0M). IAPD ↗fund
$518.0M RAUM · 9 reps · (650) 445 3312 · fall-line-capital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FORGE GLOBAL ADVISORS LLC crossed $500M in regulatory AUM ($474.8M -> $988.4M). IAPD ↗fund
$988.4M RAUM · 1 reps · (415) 881-1612
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC crossed $500M in regulatory AUM ($450.0M -> $750.0M). IAPD ↗fund
$750.0M RAUM · 7 reps · 1 212 231-1000 · macquarie.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CIBOLO ENERGY PARTNERS, LLC crossed $500M in regulatory AUM ($478.6M -> $580.4M). IAPD ↗fund
$580.4M RAUM · 7 reps · 713-357-7570
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CRESCENT COVE ADVISORS, LP crossed $500M in regulatory AUM ($451.7M -> $629.6M). IAPD ↗fund
$629.6M RAUM · 3 reps · 415-800-2289
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
WARANA CAPITAL, LLC crossed $500M in regulatory AUM ($454.4M -> $652.0M). IAPD ↗fund
$652.0M RAUM · 8 reps · (201) 803-2699 · waranacap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
RIOT VENTURES MANAGEMENT, LLC crossed $500M in regulatory AUM ($388.3M -> $615.0M). IAPD ↗fund
$615.0M RAUM · 4 reps · (310) 243-6433 · riot.vc
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CCC ADVISORS, LLC crossed $500M in regulatory AUM ($484.3M -> $625.2M). IAPD ↗fund
$625.2M RAUM · 11 reps · 512-412-3300 · cottoncreekcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BUILDGROUP MANAGEMENT crossed $500M in regulatory AUM ($371.3M -> $537.0M). IAPD ↗fund
$537.0M RAUM · 3 reps · 917-268-4294
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SW INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($438.4M -> $651.5M). IAPD ↗fund
$651.5M RAUM · 1 reps · 773-818-7873
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PERISCOPE EQUITY LLC crossed $500M in regulatory AUM ($436.3M -> $683.2M). IAPD ↗fund
$683.2M RAUM · 12 reps · 312-281-6205 · periscopeequity.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MCGINTY ROAD PARTNERS, LP crossed $500M in regulatory AUM ($480.7M -> $602.2M). IAPD ↗fund
$602.2M RAUM · 8 reps · (651) 294-4574 · mcgintyroad.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BLUESHIFT ASSET MANAGEMENT crossed $500M in regulatory AUM ($492.6M -> $529.0M). IAPD ↗fund
$529.0M RAUM · 10 reps · 732-450-8401
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CITYMARK CAPITAL MANAGEMENT COMPANY LLC crossed $500M in regulatory AUM ($463.2M -> $563.6M). IAPD ↗fund
$563.6M RAUM · 11 reps · (216) 453-8080
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LINCHRIS CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($498.9M -> $528.3M). IAPD ↗fund
$528.3M RAUM · 5 reps · 781-826-8824 · linchriscaptialpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
POETIC GROUP LLC crossed $500M in regulatory AUM ($427.1M -> $604.5M). IAPD ↗fund
$604.5M RAUM · 5 reps · 646-793-4551 · poethillcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ALTA FOX CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($437.9M -> $563.7M). IAPD ↗fund
$563.7M RAUM · 4 reps · 817-350-4230
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BLUE SAGE SERVICES, L.P. crossed $500M in regulatory AUM ($466.8M -> $991.2M). IAPD ↗fund
$991.2M RAUM · 12 reps · 512-536-1900 · bluesage.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SPX CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($359.7M -> $500.0M). IAPD ↗fund
$500.0M RAUM · 5 reps · (212) 386-5810
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BH3 FUND ADVISORS, LLC crossed $500M in regulatory AUM ($175.5M -> $526.1M). IAPD ↗fund
$526.1M RAUM · 11 reps · 954-416-3140 · bh-3.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GLS CAPITAL, LLC crossed $500M in regulatory AUM ($428.5M -> $507.6M). IAPD ↗fund
$507.6M RAUM · 7 reps · 312-900-0160
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TOPLINE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($375.0M -> $629.8M). IAPD ↗fund
$629.8M RAUM · 1 reps · 310-804-0737 · toplinecapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SANDGLASS CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($414.4M -> $669.4M). IAPD ↗fund
$669.4M RAUM · 15 reps · 646-780-1102 · sandglasscapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
THOMIST CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($445.2M -> $534.0M). IAPD ↗fund
$534.0M RAUM · 9 reps · (832) 678-2412 · thomistcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AHOY CAPITAL crossed $500M in regulatory AUM ($444.1M -> $503.0M). IAPD ↗fund
$503.0M RAUM · 2 reps · 650-384-9434 · ahoycap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EQUALITY ASSET MANAGEMENT crossed $500M in regulatory AUM ($361.8M -> $519.4M). IAPD ↗fund
$519.4M RAUM · 9 reps · 617-420-1770 · equalityassetmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SKY ISLAND CAPITAL crossed $500M in regulatory AUM ($385.5M -> $723.0M). IAPD ↗fund
$723.0M RAUM · 10 reps · 469-965-9200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MEANINGFUL PARTNERS LLC crossed $500M in regulatory AUM ($262.3M -> $517.9M). IAPD ↗fund
$517.9M RAUM · 6 reps · (214) 435-3877 · meaningfulpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TRP CAPITAL ADVISORS V, LLC crossed $500M in regulatory AUM ($299.9M -> $637.0M). IAPD ↗fund
$637.0M RAUM · 9 reps · 248 648-2358
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NORTHRIM ADVISER, LLC crossed $500M in regulatory AUM ($261.0M -> $521.9M). IAPD ↗fund
$521.9M RAUM · 7 reps · 480-206-7683 · northrimhorizon.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SER CAPITAL PARTNERS MANAGEMENT, LP crossed $500M in regulatory AUM ($471.4M -> $676.8M). IAPD ↗fund
$676.8M RAUM · 10 reps · 415-873-1011 · sercapitalpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CATALUR CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($455.3M -> $547.3M). IAPD ↗fund
$547.3M RAUM · 5 reps · 1 (212) 377-7414
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ELEQUIN CAPITAL, LP crossed $500M in regulatory AUM ($353.4M -> $880.6M). IAPD ↗fund
$880.6M RAUM · 11 reps · 929.226.2115 · elequincapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
COLLAB+CURRENCY MANAGEMENT, LLC crossed $500M in regulatory AUM ($485.3M -> $552.7M). IAPD ↗fund
$552.7M RAUM · 8 reps · 914-226-0653
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NORTH ISLAND VENTURES crossed $500M in regulatory AUM ($400.9M -> $544.8M). IAPD ↗fund
$544.8M RAUM · 9 reps · 347-404-2298
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TRI LOCUM PARTNERS LP crossed $500M in regulatory AUM ($357.5M -> $752.9M). IAPD ↗fund
$752.9M RAUM · 6 reps · 332-232-7373
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
OFF THE CHAIN CAPITAL, LLC crossed $500M in regulatory AUM ($204.3M -> $517.2M). IAPD ↗fund
$517.2M RAUM · 5 reps · 618-910-3560 · offthechain.capital
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($335.1M -> $504.6M). IAPD ↗fund
$504.6M RAUM · 2 reps · 650-815-7042
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SCIENTECH RESEARCH LLC crossed $500M in regulatory AUM ($439.7M -> $776.0M). IAPD ↗fund
$776.0M RAUM · 4 reps · 201-292-3789
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TURNSPIRE CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($473.3M -> $504.4M). IAPD ↗fund
$504.4M RAUM · 7 reps · 646-558-1617
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SANDLOT PARTNERS, LLC crossed $500M in regulatory AUM ($457.7M -> $615.3M). IAPD ↗fund
$615.3M RAUM · 13 reps · 203-233-5797
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ALTERNATIVE CAPITAL FUND MANAGEMENT LLC crossed $500M in regulatory AUM ($393.7M -> $830.5M). IAPD ↗fund
$830.5M RAUM · 7 reps · 212-204-3516 · altcapinvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GFO ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($456.7M -> $643.1M). IAPD ↗fund
$643.1M RAUM · 1 reps · (203) 550-4233
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CRG FUND MANAGER, LLC crossed $500M in regulatory AUM ($473.4M -> $507.9M). IAPD ↗fund
$507.9M RAUM · 2 reps · 312-216-5624 · realcrg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SQUARE CIRCLE IA LP crossed $500M in regulatory AUM ($388.5M -> $511.3M). IAPD ↗fund
$511.3M RAUM · 3 reps · 617-918-7057
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FIFTH DOWN CAP LLC crossed $500M in regulatory AUM ($401.9M -> $686.4M). IAPD ↗fund
$686.4M RAUM · 6 reps · 617-678-0260
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DENALI GROWTH PARTNERS crossed $500M in regulatory AUM ($312.7M -> $578.4M). IAPD ↗fund
$578.4M RAUM · 8 reps · 617-758-8673 · denaligrowth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GRANT AVENUE CAPITAL LLC crossed $500M in regulatory AUM ($490.5M -> $623.0M). IAPD ↗fund
$623.0M RAUM · 11 reps · 212-294-8935 · grantave.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CORAL TREE MANAGEMENT, LP crossed $500M in regulatory AUM ($494.3M -> $509.6M). IAPD ↗fund
$509.6M RAUM · 7 reps · 424-268-9990 · coraltreelp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CPC MANAGEMENT, LLC crossed $500M in regulatory AUM ($454.2M -> $511.1M). IAPD ↗fund
$511.1M RAUM · 20 reps · 816-756-2225 · cpc.llc
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
COMMUNITY US FUND MANAGEMENT, INC. crossed $500M in regulatory AUM ($350.8M -> $557.6M). IAPD ↗fund
$557.6M RAUM · 3 reps · 646-734-8057
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
VICTOR CAPITAL PARTNERS crossed $500M in regulatory AUM ($286.6M -> $513.2M). IAPD ↗fund
$513.2M RAUM · 9 reps · (212) 202-3340
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BENCH WALK ADVISORS LLC crossed $500M in regulatory AUM ($333.1M -> $627.3M). IAPD ↗fund
$627.3M RAUM · 13 reps · 561-448-4441
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ENTRYPOINT CAPITAL, LLC crossed $500M in regulatory AUM ($437.0M -> $578.0M). IAPD ↗fund
$578.0M RAUM · 5 reps · (646) 993-4864 · entrypointcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
METAURUS ADVISORS LLC crossed $500M in regulatory AUM ($345.5M -> $953.7M). IAPD ↗fund
$953.7M RAUM · 5 reps · 201-683-7979
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FLATIRON RR LLC, MANAGER SERIES crossed $500M in regulatory AUM ($399.2M -> $798.6M). IAPD ↗fund
$798.6M RAUM · 19 reps · 212-576-7000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CUADRILLA CAPITAL, LLC crossed $500M in regulatory AUM ($226.7M -> $625.0M). IAPD ↗fund
$625.0M RAUM · 8 reps · 818-835-0415 · cuadrillacapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TRINITY INVESTORS FUND ADVISORS, LLC crossed $500M in regulatory AUM ($492.2M -> $572.3M). IAPD ↗fund
$572.3M RAUM · 4 reps · 817-310-2900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HURRICANE CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($415.2M -> $510.4M). IAPD ↗fund
$510.4M RAUM · 6 reps · 212-702-7101 · hurricanecapital.io
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GOANNA CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($370.4M -> $596.7M). IAPD ↗fund
$596.7M RAUM · 3 reps · 551-800-2775 · goannacapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARCHITECT CAPITAL CORP. crossed $500M in regulatory AUM ($350.1M -> $510.8M). IAPD ↗fund
$510.8M RAUM · 6 reps · 650-769-7630 · architect.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PONDERA HOLDINGS LLC crossed $500M in regulatory AUM ($268.3M -> $595.0M). IAPD ↗fund
$595.0M RAUM · 4 reps · 312-930-9050 · ponderaholdings.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARVIN CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($472.0M -> $718.8M). IAPD ↗fund
$718.8M RAUM · 5 reps · 212-548-3950 · arvincap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HACK VC MANAGEMENT, LLC crossed $500M in regulatory AUM ($419.7M -> $725.3M). IAPD ↗fund
$725.3M RAUM · 9 reps · 408-345-5807
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TACORA CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($343.3M -> $960.1M). IAPD ↗fund
$960.1M RAUM · 7 reps · 310-741-1070 · tacoracap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
4X4 CAPITAL crossed $500M in regulatory AUM ($316.1M -> $524.3M). IAPD ↗fund
$524.3M RAUM · 7 reps · 917-780-8035
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
RPD FUND MANAGEMENT LLC crossed $500M in regulatory AUM ($471.9M -> $506.2M). IAPD ↗fund
$506.2M RAUM · 7 reps · 212-201-2650 · rpdfund.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
COMPASS GROUP EQUITY PARTNERS crossed $500M in regulatory AUM ($421.3M -> $823.3M). IAPD ↗fund
$823.3M RAUM · 22 reps · 314-721-2800
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ASTARA CAPITAL PARTNERS, L.P. crossed $500M in regulatory AUM ($463.8M -> $657.6M). IAPD ↗fund
$657.6M RAUM · 16 reps · 917-331-7013 · astaracapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GREY ROCK MANAGEMENT PARTNERS IV, LLC crossed $500M in regulatory AUM ($384.5M -> $733.1M). IAPD ↗fund
$733.1M RAUM · 10 reps · 214-396-2850 · grey-rock.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PROSPECT PARTNERS ADVISORS LLC crossed $500M in regulatory AUM ($425.0M -> $608.0M). IAPD ↗fund
$608.0M RAUM · 9 reps · (312) 782-7400 · prospect-partners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
L2 POINT MANAGEMENT LLC crossed $500M in regulatory AUM ($411.2M -> $589.5M). IAPD ↗fund
$589.5M RAUM · 3 reps · (919) 452-0172 · l2-point.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AMERICAN TRIPLE I, LLC crossed $500M in regulatory AUM ($390.6M -> $829.2M). IAPD ↗fund
$829.2M RAUM · 8 reps · (917) 512-6599 · atipartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GENERATE CAPITAL ADVISORS, PB LLC crossed $500M in regulatory AUM ($100.0M -> $755.0M). IAPD ↗fund
$755.0M RAUM · 61 reps · 415-360-3063
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SATOR GROVE MANAGEMENT COMPANY, LLC crossed $500M in regulatory AUM ($448.3M -> $685.2M). IAPD ↗fund
$685.2M RAUM · 3 reps · 574-329-3054 · satorgrove.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EIR PARTNERS CAPITAL, LLC crossed $500M in regulatory AUM ($334.5M -> $594.8M). IAPD ↗fund
$594.8M RAUM · 8 reps · 317-281-7373 · eirpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GUARDIAN CAPITAL PARTNERS crossed $500M in regulatory AUM ($464.3M -> $528.6M). IAPD ↗fund
$528.6M RAUM · 12 reps · 610-263-0100 · guardiancp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARTIA GLOBAL PARTNERS LP crossed $500M in regulatory AUM ($428.2M -> $628.3M). IAPD ↗fund
$628.3M RAUM · 2 reps · 305-710-1384
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
COMVEST CREDIT MANAGERS, LLC crossed $500M in regulatory AUM ($18.3M -> $973.6M). IAPD ↗fund
$973.6M RAUM · 101 reps · (561) 727-2000 · comvest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SAGARD HOLDINGS MANAGER (US) LLC crossed $500M in regulatory AUM ($340.0M -> $540.5M). IAPD ↗fund
$540.5M RAUM · 11 reps · 1-212-380-5605 · sagard.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CCMP GROWTH, LP crossed $500M in regulatory AUM ($423.1M -> $756.8M). IAPD ↗fund
$756.8M RAUM · 9 reps · (212) 600-9600 · ccmpgrowth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FIRST PRINCIPLES GROUP crossed $500M in regulatory AUM ($340.2M -> $630.8M). IAPD ↗fund
$630.8M RAUM · 2 reps · 847-668-7950 · firstprinciples.group
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CIRRUS REAL ESTATE PARTNERS crossed $500M in regulatory AUM ($483.9M -> $819.1M). IAPD ↗fund
$819.1M RAUM · 10 reps · 212-385-4040 · cirrusrep.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
POLUS CAPITAL MANAGEMENT (US) INC. crossed $500M in regulatory AUM ($400.0M -> $508.4M). IAPD ↗fund
$508.4M RAUM · 8 reps · 646-653-2389 · poluscapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ESTUARY CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($418.2M -> $865.5M). IAPD ↗fund
$865.5M RAUM · 10 reps · 612-895-5515
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
THE QUARRY LP crossed $500M in regulatory AUM ($462.4M -> $702.5M). IAPD ↗fund
$702.5M RAUM · 4 reps · 212-205-2600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ABRY PARTNERS III, LLC crossed $500M in regulatory AUM ($202.3M -> $515.1M). IAPD ↗fund
$515.1M RAUM · 50 reps · (617) 859-2959 · abry.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
S2 FUND MANAGER, LLC crossed $500M in regulatory AUM ($312.2M -> $792.3M). IAPD ↗fund
$792.3M RAUM · 14 reps · 214-377-2977 · s2cp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CAP91 PARTNERS MANAGEMENT LLC crossed $500M in regulatory AUM ($454.8M -> $502.8M). IAPD ↗fund
$502.8M RAUM · 5 reps · 804-525-9249
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
STEMPOINT CAPITAL LP crossed $500M in regulatory AUM ($440.9M -> $625.0M). IAPD ↗fund
$625.0M RAUM · 3 reps · (212) 540-4099 · stempointcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ORIGIN CREDIT ADVISERS, LLC crossed $500M in regulatory AUM ($367.1M -> $605.5M). IAPD ↗fund
$605.5M RAUM · 4 reps · 720-902-8898 · origincreditadvisers.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SNOWHAWK LP crossed $500M in regulatory AUM ($419.3M -> $508.8M). IAPD ↗fund
$508.8M RAUM · 9 reps · 888-335-3137
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CHRISTOPHER & CO., LLC crossed $500M in regulatory AUM ($196.1M -> $652.8M). IAPD ↗fund
$652.8M RAUM · 3 reps · 512-785-9710 · astoconsumer.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SYMBIOTIC CAPITAL crossed $500M in regulatory AUM ($252.5M -> $839.4M). IAPD ↗fund
$839.4M RAUM · 5 reps · 424-313-1550 · symbioticcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BANNER CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($415.5M -> $522.5M). IAPD ↗fund
$522.5M RAUM · 5 reps · 801-290-3333
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ROC360 ADVISORS LLC crossed $500M in regulatory AUM ($495.8M -> $907.0M). IAPD ↗fund
$907.0M RAUM · 41 reps · 212-607-8333
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
OTRO CAPITAL crossed $500M in regulatory AUM ($276.9M -> $839.4M). IAPD ↗fund
$839.4M RAUM · 8 reps · 1-212-235-7056 · otrocapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PINE VALLEY CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($238.1M -> $535.0M). IAPD ↗fund
$535.0M RAUM · 6 reps · 737-497-3710 · pvcapitalpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AVANT MANAGEMENT LLC crossed $500M in regulatory AUM ($331.6M -> $852.2M). IAPD ↗fund
$852.2M RAUM · 8 reps · 720-746-5053
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ONE FUNDS, LLC crossed $500M in regulatory AUM ($350.4M -> $507.2M). IAPD ↗fund
$507.2M RAUM · 6 reps · 719-445-5050
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AVATHON CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($499.5M -> $511.5M). IAPD ↗fund
$511.5M RAUM · 7 reps · 312-788-8495 · avathoncapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FIVESPAN PARTNERS, LP crossed $500M in regulatory AUM ($489.6M -> $628.7M). IAPD ↗fund
$628.7M RAUM · 5 reps · (415) 318-7900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LORD ABBETT PRIVATE CREDIT ADVISOR LLC crossed $500M in regulatory AUM ($320.2M -> $844.7M). IAPD ↗fund
$844.7M RAUM · 188 reps · 201-827-2000 · lordabbett.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
HYPOSWISS ADVISORS SA crossed $500M in regulatory AUM ($469.3M -> $597.1M). IAPD ↗foreign
$597.1M RAUM · 4 reps · +41 22 310 7640 · hyposwissadvisors.ch
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
TB ALTERNATIVE ASSETS LTD. crossed $500M in regulatory AUM ($445.6M -> $541.0M). IAPD ↗foreign
$541.0M RAUM · 8 reps · +1 345 949 8066
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
GRATICULE ASIA MACRO ADVISORS LLC crossed $500M in regulatory AUM ($270.6M -> $682.3M). IAPD ↗foreign
$682.3M RAUM · 9 reps · 65-6671-2500 · gama.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
RV CAPITAL crossed $500M in regulatory AUM ($485.8M -> $692.8M). IAPD ↗foreign
$692.8M RAUM · 2 reps · 011-41-41-5114687 · rvcapital.ch
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
AZTLAN EQUITY MANAGEMENT, LLC crossed $500M in regulatory AUM ($290.0M -> $582.9M). IAPD ↗foreign
$582.9M RAUM · 1 reps · 01-703-47-8020 · aztlanem.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP crossed $500M in regulatory AUM ($415.7M -> $515.4M). IAPD ↗foreign
$515.4M RAUM · 6 reps · 604-689-0821 · trezcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. crossed $500M in regulatory AUM ($270.6M -> $682.3M). IAPD ↗foreign
$682.3M RAUM · 9 reps · 65-6671-2500 · gama.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
NYMBUS CAPITAL INC. crossed $500M in regulatory AUM ($432.5M -> $664.0M). IAPD ↗foreign
$664.0M RAUM · 9 reps · 1-514-985-1138 · nymbus.ca
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
KINGS COURT CAPITAL PTE. LTD crossed $500M in regulatory AUM ($420.2M -> $512.9M). IAPD ↗foreign
$512.9M RAUM · 5 reps · +65 6978 6507
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
POTENTUM PARTNERS, L.P. crossed $500M in regulatory AUM ($462.1M -> $502.1M). IAPD ↗foreign
$502.1M RAUM · 5 reps · +61 488 221 334 · potentumpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
PREVATT CAPITAL LTD crossed $500M in regulatory AUM ($416.7M -> $517.3M). IAPD ↗foreign
$517.3M RAUM · 5 reps · 646 652 0738 · prevattcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
NINE MASTS CAPITAL ADVISERS LLC crossed $500M in regulatory AUM ($100.0M -> $508.7M). IAPD ↗foreign
$508.7M RAUM · 1 reps · 85228689973 · ninemasts.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
ACADIAN ASSET MANAGEMENT crossed $500M in regulatory AUM ($494.7M -> $557.5M). IAPD ↗foreign
$557.5M RAUM · 2 reps · +65 6508 2200 · acadian-asset.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
custody started — 362 Firm now reports custody of client assets — surprise exams and controls follow.
70
HANTZ FINANCIAL SERVICES, INC. now reports custody of client assets ($20.8M). IAPD ↗
$7.82B RAUM · 293 reps · 248-304-2855 · hantzgroup.com
ComplianceCustodian
70
SANFORD C. BERNSTEIN & CO., LLC now reports custody of client assets ($109.2M). IAPD ↗
$1.65B RAUM · 0 reps · 615-622-0000
ComplianceCustodian
70
CAPITAL ADVISORS, INC. now reports custody of client assets ($54.3M). IAPD ↗
$6.15B RAUM · 33 reps · (866) 230-5879 · capadvfunds.com
ComplianceCustodian
70
WASATCH ADVISORS LP now reports custody of client assets ($54.1M). IAPD ↗
$27.92B RAUM · 48 reps · 801-533-0777 · wasatchglobal.com
ComplianceCustodian
70
PINNACLE ADVISORS now reports custody of client assets ($288.0M). IAPD ↗
$1.94B RAUM · 19 reps · 419-526-5226 · pinnacleadvisors.com
ComplianceCustodian
70
WINDWARD CAPITAL MANAGEMENT CO now reports custody of client assets ($199.9M). IAPD ↗
$1.33B RAUM · 3 reps · 310-893-3000 · windwardcapital.com
ComplianceCustodian
70
ARMSTRONG, FLEMING & MOORE, INC. now reports custody of client assets ($499.5M). IAPD ↗
$1.12B RAUM · 15 reps · 202-887-8135 · afmfa.com
ComplianceCustodian
70
DESTINATION WEALTH MANAGEMENT now reports custody of client assets. IAPD ↗
$4.15B RAUM · 34 reps · 925-935-2900 · destinationwm.com
ComplianceCustodian
70
NWF ADVISORY SERVICES INC now reports custody of client assets ($29.5M). IAPD ↗
$3.82B RAUM · 71 reps · 310-475-5854 · nwfadvisory.com
ComplianceCustodian
70
AGINCOURT CAPITAL MANAGEMENT, LLC now reports custody of client assets. IAPD ↗
$9.69B RAUM · 13 reps · 804-648-1111 · agincourtcapital.com
ComplianceCustodian
70
FINANCIAL PLAN, INC. now reports custody of client assets ($2.2M). IAPD ↗
$1.23B RAUM · 9 reps · 360-714-1234
ComplianceCustodian
70
VAN HULZEN FINANCIAL ADVISORS now reports custody of client assets ($337.3M). IAPD ↗
$1.86B RAUM · 15 reps · (916) 608-4284
ComplianceCustodian
70
WILLIS JOHNSON & ASSOCIATES, INC. now reports custody of client assets ($731.7M). IAPD ↗
$1.42B RAUM · 16 reps · 713-439-1200
ComplianceCustodian
70
FIDUCIARYVEST, LLC now reports custody of client assets ($19.1M). IAPD ↗
$4.40B RAUM · 9 reps · 404-446-1270 · fiduciaryvest.com
ComplianceCustodian
70
TPG FINANCIAL ADVISORS, LLC now reports custody of client assets ($354.7M). IAPD ↗
$1.96B RAUM · 13 reps · 503-241-9550 · thepartnersgroup.com
ComplianceCustodian
70
JAFFE TILCHIN INVESTMENT PARTNERS, LLC now reports custody of client assets ($128.9M). IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
ComplianceCustodian
70
LJI WEALTH MANAGEMENT, LLC now reports custody of client assets ($103.3M). IAPD ↗
$1.07B RAUM · 13 reps · 317-466-9702 · ljiwm.com
ComplianceCustodian
70
EAST END ADVISORS, LLC now reports custody of client assets ($363.7M). IAPD ↗
$5.85B RAUM · 9 reps · 212-218-8137 · alti-global.com
ComplianceCustodian
70
CAPITAL INVESTMENT ADVISORY SERVICES, LLC now reports custody of client assets ($1.90B). IAPD ↗
$1.93B RAUM · 76 reps · 919-831-2370 · capital-invest.com
ComplianceCustodian
70
QUADCAP WEALTH MANAGEMENT, LLC now reports custody of client assets ($888,523). IAPD ↗
$1.14B RAUM · 12 reps · 972-818-2400 · quadcapwm.com
ComplianceCustodian
70
TAMAR SECURITIES, LLC now reports custody of client assets ($133.0M). IAPD ↗
$1.30B RAUM · 13 reps · 818-914-7460
ComplianceCustodian
70
TVAMP, LLC now reports custody of client assets ($182.9M). IAPD ↗
$1.00B RAUM · 18 reps · 865-226-9982
ComplianceCustodian
70
BREEDS HILL CAPITAL LLC now reports custody of client assets ($1.01B). IAPD ↗
$2.24B RAUM · 4 reps · (617) 580-3440
ComplianceCustodian
70
SCARBOROUGH CAPITAL MANAGEMENT now reports custody of client assets ($360.5M). IAPD ↗
$1.40B RAUM · 13 reps · 410-573-5700 · 401kadvice.com
ComplianceCustodian
70
TWELVE POINTS WEALTH MANAGEMENT now reports custody of client assets ($373.0M). IAPD ↗
$1.70B RAUM · 13 reps · 978-318-9500
ComplianceCustodian
70
THE PATRIOT FINANCIAL GROUP, LLC now reports custody of client assets ($942.3M). IAPD ↗
$2.41B RAUM · 47 reps · 508-251-6100
ComplianceCustodian
70
GLOBAL STRATEGIC NEXTGEN OCIO now reports custody of client assets ($389.9M). IAPD ↗
$1.45B RAUM · 4 reps · 480-935-2210
ComplianceCustodian
70
FIRST COMMAND ADVISORY SERVICES now reports custody of client assets ($21.08B). IAPD ↗
$22.09B RAUM · 1155 reps · 817-731-8621
ComplianceCustodian
70
SAGESPRING WEALTH PARTNERS now reports custody of client assets ($712.5M). IAPD ↗
$6.49B RAUM · 75 reps · 615-861-6100
ComplianceCustodian
70
ATLANTA CONSULTING GROUP ADVISORS, LLC now reports custody of client assets ($721.5M). IAPD ↗
$13.59B RAUM · 10 reps · 888-317-2810
ComplianceCustodian
70
RESONANT CAPITAL ADVISORS, LLC now reports custody of client assets ($541.4M). IAPD ↗
$2.22B RAUM · 14 reps · (608)-733-6220
ComplianceCustodian
70
SIMPLICITY WEALTH now reports custody of client assets ($737.0M). IAPD ↗
$3.60B RAUM · 242 reps · 844-220-8326
ComplianceCustodian
70
ASSUREDPARTNERS INVESTMENT ADVISORS now reports custody of client assets ($40.4M). IAPD ↗
$3.25B RAUM · 46 reps · 407-708-0050
ComplianceCustodian
70
JVP MANAGEMENT now reports custody of client assets ($3.49B). IAPD ↗
$4.38B RAUM · 10 reps · 214-392-5737
ComplianceCustodian
70
SYNTEGRA PRIVATE WEALTH GROUP LLC now reports custody of client assets ($518.7M). IAPD ↗
$1.19B RAUM · 12 reps · 314-802-7232
ComplianceCustodian
70
CASCADE FINANCIAL PARTNERS, LLC now reports custody of client assets ($211.9M). IAPD ↗
$1.16B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
ComplianceCustodian
70
SPIREPOINT PRIVATE CLIENT, LLC now reports custody of client assets ($165.9M). IAPD ↗
$1.12B RAUM · 4 reps · 772-316-1271 · spirepointpc.com
ComplianceCustodian
70
CALIBER WEALTH MANAGEMENT, LLC now reports custody of client assets ($42.9M). IAPD ↗
$1.17B RAUM · 15 reps · 913-303-3920
ComplianceCustodian
70
PCM ENCORE, LLC now reports custody of client assets ($13.2M). IAPD ↗
$1.24B RAUM · 6 reps · 425-214-1755
ComplianceCustodian
68
PINNEY & SCOFIELD, INC. now reports custody of client assets ($20.0M). IAPD ↗
$749.0M RAUM · 3 reps · 617-492-6223 · pinneyandscofield.com
ComplianceCustodian
68
BOULDER ASSET MANAGEMENT now reports custody of client assets ($3.6M). IAPD ↗
$426.1M RAUM · 1 reps · 303-779-8772
ComplianceCustodian
68
WHITEGATE INVESTMENT COUNSELORS, INC. now reports custody of client assets ($116.3M). IAPD ↗
$545.6M RAUM · 3 reps · 603-228-5471 · whitegateinvest.com
ComplianceCustodian
68
AUXIER ASSET MANAGEMENT now reports custody of client assets ($8.5M). IAPD ↗
$855.3M RAUM · 6 reps · 503-885-8807 · auxierasset.com
ComplianceCustodian
68
AZA CAPITAL MANAGEMENT now reports custody of client assets ($281.8M). IAPD ↗
$314.0M RAUM · 8 reps · 312-429-0880
ComplianceCustodian
68
FAMILY CAPITAL MANAGEMENT now reports custody of client assets ($155.0M). IAPD ↗
$328.8M RAUM · 4 reps · 616-774-4560
ComplianceCustodian
68
SPRINKLE FINANCIAL CONSULTANTS LLC now reports custody of client assets ($19.0M). IAPD ↗
$869.8M RAUM · 4 reps · (303) 297-2185
ComplianceCustodian
68
ACCESS WEALTH now reports custody of client assets ($100.0M). IAPD ↗
$490.4M RAUM · 6 reps · 973-740-2400 · access-wealth.com
ComplianceCustodian
68
WEALTH ADVISORS OF IOWA, LLC now reports custody of client assets ($88.4M). IAPD ↗
$453.1M RAUM · 4 reps · 515-200-7812
ComplianceCustodian
68
EATON-CAMBRIDGE INC. now reports custody of client assets ($43.8M). IAPD ↗
$392.2M RAUM · 4 reps · (480) 385-7399 · eatoncambridge.com
ComplianceCustodian
68
VALUEWORKS, LLC now reports custody of client assets ($193.1M). IAPD ↗
$312.0M RAUM · 3 reps · 212-819-1818
ComplianceCustodian
68
SHANKERVALLEAU WEALTH ADVISORS, INC. now reports custody of client assets ($236.1M). IAPD ↗
$549.9M RAUM · 6 reps · 847-475-2900 · shankervalleau.com
ComplianceCustodian
68
BERKELEY, INC now reports custody of client assets ($252.0M). IAPD ↗
$595.9M RAUM · 3 reps · 208-853-6980 · berkeleyinc.com
ComplianceCustodian
68
WEALTH ADVISORY GROUP, INC. now reports custody of client assets ($18.9M). IAPD ↗
$666.9M RAUM · 6 reps · 610-225-1000 · wagadvisors.com
ComplianceCustodian
68
CARMEL CAPITAL PARTNERS, LLC now reports custody of client assets ($382.3M). IAPD ↗
$380.3M RAUM · 7 reps · 858-457-7544
ComplianceCustodian
68
CRAIG DUVARNEY, CFP now reports custody of client assets ($128.5M). IAPD ↗
$325.4M RAUM · 1 reps · 978-772-2156 · craigduvarney.com
ComplianceCustodian
68
HOGANTAYLOR WEALTH now reports custody of client assets ($54.0M). IAPD ↗
$496.8M RAUM · 6 reps · 918.388.2690 · hogantaylorwealth.com
ComplianceCustodian
68
PROSTATIS FINANCIAL ADVISORS GROUP now reports custody of client assets ($90.8M). IAPD ↗
$508.9M RAUM · 18 reps · 410-863-1040
ComplianceCustodian
68
PIONEER WEALTH MANAGEMENT GROUP now reports custody of client assets ($10.6M). IAPD ↗
$273.7M RAUM · 9 reps · 512-334-6800
ComplianceCustodian
68
NESTEGGS, INC. now reports custody of client assets ($4.8M). IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
ComplianceCustodian
68
TEAM FINANCIAL STRATEGIES now reports custody of client assets ($23.3M). IAPD ↗
$257.4M RAUM · 7 reps · 325-480-1587
ComplianceCustodian
68
WELLSPRING WEALTH MANAGEMENT LLC now reports custody of client assets ($1.6M). IAPD ↗
$498.2M RAUM · 6 reps · 770-410-4088
ComplianceCustodian
68
LIGHTHOUSE FINANCIAL now reports custody of client assets ($86.2M). IAPD ↗
$604.6M RAUM · 1 reps · 727-490-5797
ComplianceCustodian
68
NAPA WEALTH MANAGEMENT now reports custody of client assets ($90.1M). IAPD ↗
$266.7M RAUM · 5 reps · (707) 252-1343 · napawealth.com
ComplianceCustodian
68
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP now reports custody of client assets ($67.1M). IAPD ↗
$385.0M RAUM · 7 reps · 920-733-3865 · onekom.com
ComplianceCustodian
68
PASSIVE CAPITAL MANAGEMENT, LLC now reports custody of client assets ($45.0M). IAPD ↗
$941.5M RAUM · 8 reps · 315-478-3130 · llinkedin.com
ComplianceCustodian
68
PARAGON FINANCIAL ADVISORS now reports custody of client assets ($294.3M). IAPD ↗
$847.0M RAUM · 9 reps · 979-693-3907 · paragon-adv.com
ComplianceCustodian
68
W.A. SMITH FINANCIAL GROUP now reports custody of client assets ($8.5M). IAPD ↗
$962.6M RAUM · 12 reps · 419-626-8600 · wasmithfinancial.com
ComplianceCustodian
68
AGH WEALTH ADVISORS, LLC now reports custody of client assets ($125.4M). IAPD ↗
$439.9M RAUM · 5 reps · 316-267-3220 · aghwealth.com
ComplianceCustodian
68
GREAT POINT WEALTH ADVISORS, LLC now reports custody of client assets ($14.9M). IAPD ↗
$627.5M RAUM · 3 reps · (617) 585-0050 · greatpointwealth.com
ComplianceCustodian
68
THE RETIREMENT SOLUTION LLC now reports custody of client assets ($262.3M). IAPD ↗
$573.3M RAUM · 15 reps · 425-558-3700
ComplianceCustodian
68
VISIONARY HORIZONS, LLC now reports custody of client assets ($45.0M). IAPD ↗
$291.4M RAUM · 13 reps · 865-675-8496 · vimeo.com
ComplianceCustodian
68
KUBHERA ENTERPRISES LLC now reports custody of client assets ($6.2M). IAPD ↗
$290.2M RAUM · 3 reps · 609-799-5900 · kubhera.com
ComplianceCustodian
68
S HARRIS FINANCIAL GROUP, LLC now reports custody of client assets ($112.7M). IAPD ↗
$351.9M RAUM · 6 reps · 210-547-3450
ComplianceCustodian
68
GITTERMAN WEALTH MANAGEMENT, LLC now reports custody of client assets ($65.0M). IAPD ↗
$666.1M RAUM · 8 reps · 848-248-4405 · gittermanasset.com
ComplianceCustodian
68
WAMBOLT & ASSOCIATES, LLC now reports custody of client assets ($267.9M). IAPD ↗
$586.8M RAUM · 6 reps · 720-962-6700 · wamboltwealth.com
ComplianceCustodian
68
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC now reports custody of client assets ($144.0M). IAPD ↗
$744.7M RAUM · 14 reps · 720-500-0050 · mountaincapital.us
ComplianceCustodian
68
SOLSTEIN CAPITAL, LLC now reports custody of client assets ($47.4M). IAPD ↗
$645.2M RAUM · 3 reps · 415-231-3000
ComplianceCustodian
68
GLOBAL VIEW CAPITAL MANAGEMENT LLC now reports custody of client assets ($89.2M). IAPD ↗
$708.0M RAUM · 85 reps · 262-650-1030 · gvcmanagement.com
ComplianceCustodian
68
MCNALLY ADVISORS, LLC now reports custody of client assets ($379.8M). IAPD ↗
$379.8M RAUM · 19 reps · 312-357-3710 · mcnallycapital.com
ComplianceCustodian
68
GIMBAL FINANCIAL, LLC now reports custody of client assets ($236.5M). IAPD ↗
$253.2M RAUM · 4 reps · 317-578-1600 · gimbalfinancial.com
ComplianceCustodian
68
TRINITY LEGACY PARTNERS, LLC now reports custody of client assets ($166.2M). IAPD ↗
$460.4M RAUM · 7 reps · 713-999-8053 · trinitylegacy.com
ComplianceCustodian
68
PHILOSMITH CAPITAL CORPORATION now reports custody of client assets ($37.4M). IAPD ↗
$365.3M RAUM · 6 reps · 203-348-7365 · philosmith.com
ComplianceCustodian
68
ADKINS SEALE CAPITAL MANAGEMENT LLC now reports custody of client assets ($12.3M). IAPD ↗
$410.8M RAUM · 2 reps · 318-703-3641 · ascm-llc.com
ComplianceCustodian
68
CASCADES CAPITAL ASSET MANAGEMENT, LLC now reports custody of client assets ($30.5M). IAPD ↗
$322.0M RAUM · 3 reps · 336-404-4746 · cascadescapital.com
ComplianceCustodian
68
CONCENTRUM WEALTH MANAGEMENT now reports custody of client assets ($13.8M). IAPD ↗
$809.3M RAUM · 5 reps · 408-840-4030
ComplianceCustodian
68
X-SQUARE CAPITAL now reports custody of client assets ($134.4M). IAPD ↗
$623.9M RAUM · 7 reps · 787-282-1621 · xsquarecapital.com
ComplianceCustodian
68
WEALTH PRESERVATION ADVISORS, LLC now reports custody of client assets ($221.7M). IAPD ↗
$536.1M RAUM · 2 reps · 423-486-9400
ComplianceCustodian
68
MATUNE BASILE ADVISORS now reports custody of client assets ($78.6M). IAPD ↗
$275.2M RAUM · 3 reps · 724-977-6275 · matunebasile.com
ComplianceCustodian
68
FOUNDATION WEALTH MANAGEMENT, LLC now reports custody of client assets ($127.0M). IAPD ↗
$326.8M RAUM · 4 reps · (610) 548-7170
ComplianceCustodian
68
FISCAL WISDOM WEALTH MANAGEMENT LLC now reports custody of client assets ($144,191). IAPD ↗
$259.8M RAUM · 13 reps · 678-202-4066 · fiscalwisdom.com
ComplianceCustodian
68
LINCOLN CAPITAL, LLC now reports custody of client assets ($49.0M). IAPD ↗
$742.9M RAUM · 4 reps · 4024831400
ComplianceCustodian
68
FLAHARTY ASSET MANAGEMENT, LLC now reports custody of client assets ($52.9M). IAPD ↗
$809.6M RAUM · 8 reps · 727-252-1050
ComplianceCustodian
68
TROXELL FINANCIAL now reports custody of client assets ($30.0M). IAPD ↗
$969.8M RAUM · 6 reps · (217) 321-3210 · troxellfinancial.com
ComplianceCustodian
68
JOHNSON & WHITE WEALTH MANAGEMENT LLC now reports custody of client assets ($123.0M). IAPD ↗
$411.9M RAUM · 5 reps · 717-430-0001
ComplianceCustodian
68
DENVER PWM, LLC now reports custody of client assets ($16.5M). IAPD ↗
$554.1M RAUM · 5 reps · 720-354-3850
ComplianceCustodian
68
LWM ADVISORY SERVICES, LLC now reports custody of client assets ($3.9M). IAPD ↗
$837.8M RAUM · 8 reps · 954-474-7100 · lwmfl.com
ComplianceCustodian
68
ATON FINANCIAL LLC now reports custody of client assets ($7.0M). IAPD ↗
$469.1M RAUM · 7 reps · 787-725-6070 · atonfinancial.com
ComplianceCustodian
68
STABLEFORD CAPITAL LLC now reports custody of client assets ($55.4M). IAPD ↗
$280.7M RAUM · 4 reps · 480-493-2300 · stablefordcapital.com
ComplianceCustodian
68
LEGACY WEALTH MANAGEMENT, LLC now reports custody of client assets ($1.6M). IAPD ↗
$476.5M RAUM · 35 reps · 208-955-0500
ComplianceCustodian
68
ALIGN IMPACT, LLC now reports custody of client assets ($238.7M). IAPD ↗
$782.3M RAUM · 19 reps · 805-243-8055
ComplianceCustodian
68
SWEENEY & MICHEL, LLC now reports custody of client assets ($561.4M). IAPD ↗
$625.9M RAUM · 3 reps · (530) 487-1777
ComplianceCustodian
68
SUMMIT WEALTH PARTNERS, LLC now reports custody of client assets ($444.3M). IAPD ↗
$629.7M RAUM · 10 reps · 407-656-2252 · mysummitwealth.com
ComplianceCustodian
68
ARJUNA CAPITAL, LLC now reports custody of client assets ($117.0M). IAPD ↗
$634.1M RAUM · 3 reps · (978) 704-0112 · arjuna-capital.com
ComplianceCustodian
68
DENVER WEALTH MANAGEMENT, INC. now reports custody of client assets ($152.9M). IAPD ↗
$435.7M RAUM · 10 reps · (303) 261-8015
ComplianceCustodian
68
CLEAR CREEK ADVISORS now reports custody of client assets ($72.6M). IAPD ↗
$548.3M RAUM · 7 reps · (720) 642-8348
ComplianceCustodian
68
IMPACT INVESTORS now reports custody of client assets ($113.2M). IAPD ↗
$283.0M RAUM · 8 reps · 888-463-6861 · theimpactinvestors.com
ComplianceCustodian
68
FINANCIAL STRATEGIES GROUP, INC now reports custody of client assets ($164.6M). IAPD ↗
$550.1M RAUM · 9 reps · (800) 804-0420
ComplianceCustodian
68
MONON WEALTH MANAGEMENT now reports custody of client assets ($144.1M). IAPD ↗
$452.2M RAUM · 7 reps · (317) 993-3999
ComplianceCustodian
68
WESTWOOD WEALTH MANAGEMENT now reports custody of client assets ($14.8M). IAPD ↗
$338.8M RAUM · 2 reps · (424) 255-3120 · wwmgmt.co
ComplianceCustodian
68
DOMANI ADVISORS now reports custody of client assets ($292.5M). IAPD ↗
$304.4M RAUM · 2 reps · 917-810-5530 · domaniadvisors.com
ComplianceCustodian
68
TREEHOUSE WEALTH ADVISORS now reports custody of client assets ($1.5M). IAPD ↗
$537.0M RAUM · 5 reps · 415-887-1416
ComplianceCustodian
68
FIDELIS WEALTH ADVISORS now reports custody of client assets ($1.5M). IAPD ↗
$253.2M RAUM · 6 reps · 303-800-4683
ComplianceCustodian
68
DECISIONPOINT FINANCIAL, LLC now reports custody of client assets ($8.1M). IAPD ↗
$848.7M RAUM · 12 reps · 480-553-6249 · dp457b.com
ComplianceCustodian
68
WOOD TARVER FINANCIAL now reports custody of client assets ($115.7M). IAPD ↗
$390.3M RAUM · 2 reps · 208-343-2001 · woodtarverfinancial.com
ComplianceCustodian
68
THE MENARD FINANCIAL GROUP, LLC now reports custody of client assets ($248,607). IAPD ↗
$429.2M RAUM · 2 reps · 713-364-1515 · themenardfinancialgroup.net
ComplianceCustodian
68
PACES FERRY WEALTH ADVISORS, LLC now reports custody of client assets ($109.5M). IAPD ↗
$430.0M RAUM · 4 reps · 404-480-5200
ComplianceCustodian
68
PRESIDIO CAPITAL MANAGEMENT, LLC now reports custody of client assets ($133.4M). IAPD ↗
$397.4M RAUM · 6 reps · 858-461-4959
ComplianceCustodian
68
HORIZON FINANCIAL now reports custody of client assets ($207.4M). IAPD ↗
$455.8M RAUM · 11 reps · 585-334-3600 · horizonfinancial.net
ComplianceCustodian
68
SYNERGY FINANCIAL PARTNERS, LLC now reports custody of client assets ($18.1M). IAPD ↗
$280.0M RAUM · 5 reps · 303-399-9999 · sfpdenver.com
ComplianceCustodian
68
BURKHOLDER WEALTH MANAGEMENT now reports custody of client assets ($179.8M). IAPD ↗
$255.1M RAUM · 4 reps · 918-727-7100
ComplianceCustodian
68
SOUTHBRIDGE ADVISORS, LLC now reports custody of client assets ($170.0M). IAPD ↗
$349.7M RAUM · 6 reps · 866-797-8693 · southbridgeadv.com
ComplianceCustodian
68
CLEARWELL ADVISORS, LLC now reports custody of client assets ($170.4M). IAPD ↗
$351.1M RAUM · 6 reps · (813) 435-5600 · clearwellgroup.com
ComplianceCustodian
68
FOURTH DIMENSION WEALTH, LLC now reports custody of client assets ($139.5M). IAPD ↗
$283.6M RAUM · 9 reps · 440-664-4045 · 4d-wealth.com
ComplianceCustodian
68
LANSING STREET ADVISORS now reports custody of client assets ($97.5M). IAPD ↗
$438.7M RAUM · 4 reps · 215-718-2063 · lansingadv.com
ComplianceCustodian
68
MASON & ASSOCIATES, LLC now reports custody of client assets ($25.4M). IAPD ↗
$403.9M RAUM · 5 reps · (757) 223-9898
ComplianceCustodian
68
GREENUP STREET WEALTH MANAGEMENT LLC now reports custody of client assets ($34.4M). IAPD ↗
$661.7M RAUM · 15 reps · 734-656-8121
ComplianceCustodian
68
KERA CAPITAL PARTNERS now reports custody of client assets ($4.5M). IAPD ↗
$808.1M RAUM · 8 reps · 408-668-2201 · keracapital.com
ComplianceCustodian
68
SIERRA OCEAN, LLC now reports custody of client assets ($2.9M). IAPD ↗
$446.6M RAUM · 2 reps · 209-232-7100
ComplianceCustodian
68
ALPHA LEONIS PARTNERS, LLC now reports custody of client assets ($36.3M). IAPD ↗
$373.3M RAUM · 6 reps · 332-249-0050 · alphaleonispartners.com
ComplianceCustodian
68
PROSPERITAS FINANCIAL, LLC now reports custody of client assets ($68.1M). IAPD ↗
$612.7M RAUM · 16 reps · 661-255-9555
ComplianceCustodian
68
MIRABILIS MANAGEMENT COMPANY LLC now reports custody of client assets ($550.0M). IAPD ↗
$771.9M RAUM · 5 reps · 646-395-3900 · fernweh.com
ComplianceCustodian
68
LESTER FINANCIAL GROUP, LLC now reports custody of client assets ($21.8M). IAPD ↗
$264.1M RAUM · 4 reps · 217-356-6533 · lesterfinancialgroup.com
ComplianceCustodian
68
TRACE WEALTH ADVISORS now reports custody of client assets ($1.4M). IAPD ↗
$273.3M RAUM · 1 reps · 310-569-4534 · tracewealthadvisors.com
ComplianceCustodian
68
FINANCIAL NETWORK WEALTH ADVISORS LLC now reports custody of client assets ($27.2M). IAPD ↗
$425.2M RAUM · 5 reps · 801-748-0044
ComplianceCustodian
68
GUTIERREZ WEALTH ADVISORY, LLC now reports custody of client assets ($118.9M). IAPD ↗
$280.3M RAUM · 4 reps · (501) 451-6900 · gutierrezwealthadvisory.com
ComplianceCustodian
68
49 FINANCIAL now reports custody of client assets ($826.2M). IAPD ↗
$871.4M RAUM · 128 reps · 214-563-1190
ComplianceCustodian
68
HIBERNIA WEALTH PARTNERS, LLC now reports custody of client assets ($163.9M). IAPD ↗
$346.6M RAUM · 6 reps · 225-778-7972
ComplianceCustodian
68
IDB LIDO WEALTH, LLC now reports custody of client assets ($34.4M). IAPD ↗
$338.0M RAUM · 14 reps · 646-839-9793 · idblidowealth.com
ComplianceCustodian
68
MN WEALTH ADVISORS, LLC now reports custody of client assets ($140,330). IAPD ↗
$330.4M RAUM · 3 reps · 913-897-2074
ComplianceCustodian
68
CRAFT & SAGE WEALTH now reports custody of client assets ($73.8M). IAPD ↗
$289.7M RAUM · 7 reps · 816-436-9939
ComplianceCustodian
68
HARMONY POINT WEALTH ADVISORS, INC. now reports custody of client assets ($4.6M). IAPD ↗
$251.3M RAUM · 3 reps · 888-391-7378 · harmonypointwa.com
ComplianceCustodian
68
UNIQUE WEALTH STRATEGIES now reports custody of client assets ($6.2M). IAPD ↗
$312.5M RAUM · 3 reps · 630-318-0565
ComplianceCustodian
68
BLUESTEM WEALTH PARTNERS, LLC now reports custody of client assets ($625.0M). IAPD ↗
$968.0M RAUM · 33 reps · 612-464-0372
ComplianceCustodian
68
MARIDEA WEALTH MANAGEMENT now reports custody of client assets ($308.5M). IAPD ↗
$469.2M RAUM · 15 reps · 347-289-5227 · hartshornegroup.com
ComplianceCustodian
68
HASENBERG FINANCIAL GROUP now reports custody of client assets ($6.5M). IAPD ↗
$270.5M RAUM · 5 reps · 715-839-6566 · hasenberginc.com
ComplianceCustodian
68
KICKSTAND WEALTH ADVISORS now reports custody of client assets ($130.6M). IAPD ↗
$528.4M RAUM · 4 reps · 585-382-8600
ComplianceCustodian
68
EIGHT 31 FINANCIAL, LLC now reports custody of client assets ($53.1M). IAPD ↗
$494.3M RAUM · 3 reps · 423-282-0251
ComplianceCustodian
68
STONEBRIDGE WEALTH SYSTEMS LLC now reports custody of client assets ($36.2M). IAPD ↗
$276.0M RAUM · 9 reps · 308-698-0144 · stonebridgeiwm.com
ComplianceCustodian
68
POTENTIA WEALTH now reports custody of client assets ($19.2M). IAPD ↗
$485.5M RAUM · 8 reps · 408-288-7886 · potentiawealth.com
ComplianceCustodian
68
RELATION WEALTH MANAGEMENT, INC. now reports custody of client assets ($34,000). IAPD ↗
$417.9M RAUM · 5 reps · (918) 999-9138 · relationwealth.com
ComplianceCustodian
68
CARNEGIE LAKE ADVISORS LLC now reports custody of client assets ($70.1M). IAPD ↗
$374.4M RAUM · 7 reps · 201-240-6443
ComplianceCustodian
68
PARR MCKNIGHT WEALTH MANAGEMENT GROUP now reports custody of client assets ($54.5M). IAPD ↗
$952.4M RAUM · 5 reps · 612-324-0235 · parrmcknightwmg.com
ComplianceCustodian
68
ALLEGIANT WEALTH ADVISORS, LLC now reports custody of client assets ($814.2M). IAPD ↗
$956.5M RAUM · 1 reps · (918) 623-4500 · allegiantwealth.com
ComplianceCustodian
68
AURDAN CAPITAL MANAGEMENT, LLC now reports custody of client assets ($48.5M). IAPD ↗
$423.2M RAUM · 3 reps · 484-254-1935 · aurdancapital.com
ComplianceCustodian
68
FELLOWSHIP FINANCIAL PLANNING now reports custody of client assets ($20.6M). IAPD ↗
$362.4M RAUM · 6 reps · 5094739483 · fellowshipfinancialplanning.com
ComplianceCustodian
68
CRUX WEALTH ADVISORS now reports custody of client assets ($15.9M). IAPD ↗
$410.2M RAUM · 13 reps · 562.735.3875
ComplianceCustodian
68
LAFISE GLOBAL ADVISORS LLC now reports custody of client assets ($6.4M). IAPD ↗
$544.5M RAUM · 1 reps · 305-374-6001
ComplianceCustodian
68
A&M PRIVATE WEALTH PARTNERS, LLC now reports custody of client assets ($459.7M). IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
ComplianceCustodian
68
QTR FAMILY WEALTH, LLC now reports custody of client assets ($3.0M). IAPD ↗
$582.8M RAUM · 4 reps · 407-745-0715 · qtrfamilycapital.com
ComplianceCustodian
68
DSG CAPITAL ADVISORS, LLC now reports custody of client assets ($105.8M). IAPD ↗
$683.8M RAUM · 7 reps · (612) 515-9900 · dsgcapitaladvisors.com
ComplianceCustodian
68
SHRIER WEALTH MANAGEMENT, LLC now reports custody of client assets ($102.8M). IAPD ↗
$323.2M RAUM · 3 reps · 310-201-0200 · shrierwealth.com
ComplianceCustodian
68
SARVER VROOMAN WEALTH ADVISORS LLC now reports custody of client assets ($54.1M). IAPD ↗
$427.2M RAUM · 5 reps · 816-601-1150 · svwealthadvisors.com
ComplianceCustodian
68
STONE TEMPLE PARTNERS LLC now reports custody of client assets ($2.2M). IAPD ↗
$619.8M RAUM · 5 reps · (203) 253-1823 · stpartners.co
ComplianceCustodian
65
BEADELL A D INVESTMENT COUNSEL INC now reports custody of client assets ($2.4M). IAPD ↗
$217.3M RAUM · 2 reps · 262-241-0331 · adbeadell.com
ComplianceCustodian
65
OCCAM CAPITAL MANAGEMENT, LLC now reports custody of client assets ($561,477). IAPD ↗
$65.9M RAUM · 1 reps · 585-218-0310 · occamcapital.com
ComplianceCustodian
65
CALLAHAN CAPITAL MANAGEMENT now reports custody of client assets ($47.8M). IAPD ↗
$193.9M RAUM · 3 reps · 970-870-8750 · callahancapital.com
ComplianceCustodian
65
CASSEDY FINANCIAL GROUP, INC. now reports custody of client assets ($10.5M). IAPD ↗
$222.3M RAUM · 3 reps · 813-251-0004 · cassedyfinancialgroup.com
ComplianceCustodian
65
ALTIUS FINANCIAL, INC. now reports custody of client assets ($300,329). IAPD ↗
$168.1M RAUM · 2 reps · 303-584-9271
ComplianceCustodian
65
CONWAY FINANCIAL GROUP, LLC now reports custody of client assets ($101.5M). IAPD ↗
$138.2M RAUM · 2 reps · (314) 579-9157 · conwayfinancialgroup.com
ComplianceCustodian
65
VISION CAPITAL & MANAGEMENT now reports custody of client assets ($22.2M). IAPD ↗
$120.9M RAUM · 3 reps · 704-894-9639 · visioncapitalmgt.com
ComplianceCustodian
65
PROMETHEUS CAPITAL MANAGEMENT CORP. now reports custody of client assets ($32.5M). IAPD ↗
$247.6M RAUM · 2 reps · 215-321-9312 · procap.net
ComplianceCustodian
65
LEXINGTON INVESTMENT CONSULTING, LLC now reports custody of client assets ($1.4M). IAPD ↗
$102.8M RAUM · 2 reps · 615-492-1011
ComplianceCustodian
65
CRAVENS & COMPANY WEALTH MANAGEMENT now reports custody of client assets ($59.0M). IAPD ↗
$248.4M RAUM · 2 reps · (931) 528-6865
ComplianceCustodian
65
LIGHT FINANCIAL SERVICES, INC. now reports custody of client assets ($20.5M). IAPD ↗
$145.1M RAUM · 2 reps · 701.356.5106 · lightfinancialservices.com
ComplianceCustodian
65
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. now reports custody of client assets ($8.1M). IAPD ↗
$70.0M RAUM · 1 reps · 585-621-3300 · gregoryschaffer.com
ComplianceCustodian
65
CANNON BEACH FINANCIAL ADVISORS now reports custody of client assets ($173.7M). IAPD ↗
$175.7M RAUM · 2 reps · 888-839-9399
ComplianceCustodian
65
COMPASS INVESTMENTS LLC now reports custody of client assets ($22.7M). IAPD ↗
$85.3M RAUM · 4 reps · 570-916-2208 · compassinvestmentsllc.com
ComplianceCustodian
65
WHITE OAK FINANCIAL MANAGEMENT, INC now reports custody of client assets ($23.8M). IAPD ↗
$112.7M RAUM · 3 reps · 828-274-7844
ComplianceCustodian
65
SENSENIG CAPITAL ADVISORS, INC. now reports custody of client assets ($43.1M). IAPD ↗
$188.9M RAUM · 3 reps · 610-584-9700 · sensenigcapital.com
ComplianceCustodian
65
ABRIDGE PARTNERS, LLC now reports custody of client assets ($3.6M). IAPD ↗
$102.8M RAUM · 2 reps · (601) 718-0000 · abridgepartners.com
ComplianceCustodian
65
SUMMA GLOBAL ADVISORS, LLC now reports custody of client assets ($38.7M). IAPD ↗
$140.1M RAUM · 2 reps · 503-636-2022
ComplianceCustodian
65
J2 CAPITAL MANAGEMENT, INC. now reports custody of client assets ($27.6M). IAPD ↗
$178.7M RAUM · 3 reps · 248-641-4444
ComplianceCustodian
65
1650 WEALTH MANAGEMENT, LLC now reports custody of client assets ($14.0M). IAPD ↗
$112.0M RAUM · 1 reps · 800-658-9560
ComplianceCustodian
65
MILLINGTON FINANCIAL ADVISORS, LLC now reports custody of client assets ($461,192). IAPD ↗
$224.4M RAUM · 4 reps · 630-922-7900 · millingtonfa.com
ComplianceCustodian
65
AMPHORA WEALTH MANAGEMENT, LLC now reports custody of client assets ($87.6M). IAPD ↗
$151.3M RAUM · 3 reps · (919) 240-6111 · amphorawealth.com
ComplianceCustodian
65
SIMA WEALTH PARTNERS, LLC now reports custody of client assets ($59.5M). IAPD ↗
$145.4M RAUM · 6 reps · 804-285-5700 · simawealthpartners.com
ComplianceCustodian
65
ROI FINANCIAL now reports custody of client assets ($126.2M). IAPD ↗
$220.5M RAUM · 3 reps · 503-941-5925
ComplianceCustodian
65
BRIGHTPATH WEALTH PLANNING, LLC now reports custody of client assets ($40.3M). IAPD ↗
$186.7M RAUM · 1 reps · 805-764-0335
ComplianceCustodian
65
RPM CAPITAL MANAGEMENT, LLC now reports custody of client assets ($111,270). IAPD ↗
$78.4M RAUM · 1 reps · 203-992-1100 · rpmcapitalmgt.com
ComplianceCustodian
65
TOTAL WEALTH ADVISORS, LLC now reports custody of client assets ($21.7M). IAPD ↗
$102.4M RAUM · 2 reps · 612-294-9208 · totalwealthadvisors.com
ComplianceCustodian
65
TENCAP WEALTH COACHING now reports custody of client assets ($117.2M). IAPD ↗
$117.2M RAUM · 9 reps · 801-337-5032
ComplianceCustodian
65
APPROACH RETIREMENT ADVISORS, LLC now reports custody of client assets ($98.9M). IAPD ↗
$199.4M RAUM · 2 reps · (205) 588-8637 · approachretirement.com
ComplianceCustodian
65
INDELIBLE WEALTH GROUP now reports custody of client assets ($1.2M). IAPD ↗
$139.2M RAUM · 5 reps · (970) 532-5842 · indeliblewealth.com
ComplianceCustodian
65
OAKTREE ADVISORS LLC now reports custody of client assets ($32.1M). IAPD ↗
$179.3M RAUM · 3 reps · (610) 882-5670
ComplianceCustodian
65
INVARIANT INVESTMENT MANAGEMENT now reports custody of client assets ($3.8M). IAPD ↗
$135.9M RAUM · 6 reps · (717) 317-9006 · invariantinvestments.com
ComplianceCustodian
65
SECTOR ANALYSTS LLC now reports custody of client assets ($213.7M). IAPD ↗
$213.7M RAUM · 2 reps · 610-945-8014 · sectoranalysts.com
ComplianceCustodian
65
JIM SAULNIER & ASSOCIATES, LLC now reports custody of client assets ($5.7M). IAPD ↗
$180.0M RAUM · 3 reps · 970-530-0556 · jimhelps.com
ComplianceCustodian
65
REVOLUTION PARTNERS, LLC now reports custody of client assets ($13.5M). IAPD ↗
$100.1M RAUM · 3 reps · 901-421-6300
ComplianceCustodian
65
PINAFORE WEALTH COUNSEL INC. now reports custody of client assets ($3.1M). IAPD ↗
$132.8M RAUM · 2 reps · 919-213-0458 · pinaforewealth.com
ComplianceCustodian
65
SPINOSA WEALTH MANAGEMENT GROUP now reports custody of client assets ($155.1M). IAPD ↗
$155.1M RAUM · 2 reps · 985-674-6722 · spinosawmg.com
ComplianceCustodian
65
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. now reports custody of client assets ($10.0M). IAPD ↗
$161.6M RAUM · 2 reps · 941-349-9200
ComplianceCustodian
65
MELIORA CAPITAL now reports custody of client assets ($8.7M). IAPD ↗
$149.2M RAUM · 1 reps · 918-619-6710
ComplianceCustodian
65
YES WEALTH MANAGEMENT now reports custody of client assets ($2.5M). IAPD ↗
$116.8M RAUM · 3 reps · (651) 426-5854
ComplianceCustodian
65
WOODSIDE WEALTH MANAGEMENT now reports custody of client assets ($86.2M). IAPD ↗
$226.0M RAUM · 2 reps · 508-655-0210 · woodsidewealth.com
ComplianceCustodian
65
COMPASS RETIREMENT GROUP LLC now reports custody of client assets ($61,000). IAPD ↗
$93.5M RAUM · 6 reps · 314-373-1598
ComplianceCustodian
65
MGO PRIVATE WEALTH, LLC now reports custody of client assets ($59.9M). IAPD ↗
$206.2M RAUM · 2 reps · (949) 207-3241 · mgoprivatewealth.com
ComplianceCustodian
65
ROOTED PLANNING GROUP now reports custody of client assets ($36.3M). IAPD ↗
$117.7M RAUM · 4 reps · 607-438-2761
ComplianceCustodian
65
RIDGELINE WEALTH ADVISORS, LLC. now reports custody of client assets ($99.0M). IAPD ↗
$141.7M RAUM · 4 reps · 919-782-0494 · ridgelinewealthadvisors.com
ComplianceCustodian
65
RPATA, LLC now reports custody of client assets ($10.6M). IAPD ↗
$67.6M RAUM · 3 reps · 901-421-6300 · revolutionpartners.com
ComplianceCustodian
65
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC now reports custody of client assets ($80.4M). IAPD ↗
$80.4M RAUM · 3 reps · (317) 706-4748
ComplianceCustodian
65
AUTHENTIKOS WEALTH ADVISORY LLC now reports custody of client assets ($9.4M). IAPD ↗
$154.8M RAUM · 3 reps · 877.457.4567 · authentikos.com
ComplianceCustodian
65
ARIA WEALTH MANAGEMENT now reports custody of client assets ($38.1M). IAPD ↗
$122.8M RAUM · 8 reps · 669-222-1155 · ariawm.com
ComplianceCustodian
65
WILDES FINANCIAL STRATEGIES, INC now reports custody of client assets ($36.1M). IAPD ↗
$117.2M RAUM · 2 reps · 843-485-4371
ComplianceCustodian
65
BRAVIAS FINANCIAL now reports custody of client assets ($109.9M). IAPD ↗
$181.0M RAUM · 6 reps · 732-702-2600
ComplianceCustodian
65
RCS FINANCIAL PLANNING, LLC now reports custody of client assets ($41.2M). IAPD ↗
$241.3M RAUM · 3 reps · 410-224-0097 · rcsplanning.com
ComplianceCustodian
65
CARMANDALIAN FINANCIAL GROUP, LLC now reports custody of client assets ($19.1M). IAPD ↗
$129.6M RAUM · 1 reps · 818-707-5304 · cfgclientwealth.com
ComplianceCustodian
65
DANIEL KRUG & ASSOCIATES now reports custody of client assets ($26.3M). IAPD ↗
$130.9M RAUM · 2 reps · 248-625-2788
ComplianceCustodian
65
FORT ADVISORS INC now reports custody of client assets ($45.1M). IAPD ↗
$127.6M RAUM · 3 reps · 512-433-6492 · fortwm.com
ComplianceCustodian
65
TROUTMAN WEALTH MANAGEMENT now reports custody of client assets ($5.1M). IAPD ↗
$132.8M RAUM · 1 reps · 484-256-7466 · troutmanwealth.com
ComplianceCustodian
65
BLUEDOOR PRIVATE WEALTH, LLC now reports custody of client assets ($10.9M). IAPD ↗
$105.9M RAUM · 2 reps · 978-969-6115 · bluedoorprivate.com
ComplianceCustodian
65
FINANCIAL FREEDOM FOR DENTISTS LLC now reports custody of client assets ($1.6M). IAPD ↗
$138.0M RAUM · 3 reps · 425-888-1911
ComplianceCustodian
65
MARKLE FINANCIAL LLC now reports custody of client assets ($400,000). IAPD ↗
$121.6M RAUM · 4 reps · (307) 721-1725 · marklefinancial.com
ComplianceCustodian
65
TAYLOR SECURITIES SERVICES, INC. now reports custody of client assets ($77.9M). IAPD ↗
$152.9M RAUM · 4 reps · 717-232-5808 · taylorretirementservices.com
ComplianceCustodian
65
GLENORCHY CAPITAL LIMITED now reports custody of client assets ($2.9M). IAPD ↗
$216.2M RAUM · 2 reps · 61416433041 · glenorchycapital.net
ComplianceCustodian
65
FIRST GROWTH CAPITAL LLC now reports custody of client assets ($105,000). IAPD ↗
$217.6M RAUM · 2 reps · 202-656-9723 · firstgrowthcapitalpartners.com
ComplianceCustodian
65
DELAWARE WEALTH PLANNERS now reports custody of client assets ($36.1M). IAPD ↗
$155.2M RAUM · 3 reps · 302-254-2400
ComplianceCustodian
65
KOMOREBI GLOBAL now reports custody of client assets ($69.4M). IAPD ↗
$69.4M RAUM · 1 reps · 786-302-0667 · komorebi-global.com
ComplianceCustodian
65
NGP FINANCIAL PLANNING, LLC now reports custody of client assets ($18.7M). IAPD ↗
$104.6M RAUM · 1 reps · 425-444-6715 · ngpfinancialplanning.com
ComplianceCustodian
65
MY PROSPER TEAM now reports custody of client assets ($50.0M). IAPD ↗
$52.5M RAUM · 6 reps · 801-889-1341
ComplianceCustodian
65
ELYSIUM WEALTH MANAGEMENT, LLC now reports custody of client assets ($32.1M). IAPD ↗
$159.2M RAUM · 8 reps · 801-735-8407 · saltwealthpartners.com
ComplianceCustodian
65
INTEGRATED WEALTHCARE, LLC now reports custody of client assets ($14.5M). IAPD ↗
$144.9M RAUM · 4 reps · 866-694-6292
ComplianceCustodian
65
ALEXIS INVESTMENT PARTNERS, LLC now reports custody of client assets ($3.5M). IAPD ↗
$181.6M RAUM · 3 reps · (925) 457-5258
ComplianceCustodian
65
CONSTITUTION WEALTH LLC now reports custody of client assets ($5.8M). IAPD ↗
$53.5M RAUM · 6 reps · 866-463-1776 · constitutionwealth.com
ComplianceCustodian
65
PROSPERITY WEALTH PLANNING LLC now reports custody of client assets ($123.3M). IAPD ↗
$216.1M RAUM · 2 reps · 877-878-7860 · prosperitywealthplanning.com
ComplianceCustodian
65
X ADVISORS, LLC now reports custody of client assets ($189.9M). IAPD ↗
$189.9M RAUM · 8 reps · 805-465-9232 · xadvisors.co
ComplianceCustodian
65
WOLD FINANCIAL GROUP now reports custody of client assets ($53.9M). IAPD ↗
$172.5M RAUM · 3 reps · 612-347-7825 · woldgroup.com
ComplianceCustodian
65
SNC WEALTH MANAGEMENT LLC now reports custody of client assets ($21.0M). IAPD ↗
$21.0M RAUM · 1 reps · 908-510-3072
ComplianceCustodian
65
SECOND SUMMIT WEALTH MANAGEMENT, LLC now reports custody of client assets ($50.6M). IAPD ↗
$122.2M RAUM · 1 reps · (415)-275-2442
ComplianceCustodian
65
REAL TALK CAPITAL, LLC now reports custody of client assets ($50.6M). IAPD ↗
$143.6M RAUM · 4 reps · 833-856-2088 · realtalkcapital.com
ComplianceCustodian
65
BRICKSTONE ADVISORS now reports custody of client assets. IAPD ↗
$1.6M RAUM · 1 reps · 954-944-9072 · brickstoneadvisors.com
ComplianceCustodian
65
FLATROCK WEALTH PARTNERS LLC now reports custody of client assets ($3.9M). IAPD ↗
$232.4M RAUM · 2 reps · (949) 687-2615 · flatrockwealth.com
ComplianceCustodian
65
COINBASE ASSET MANAGEMENT, LLC now reports custody of client assets ($109.2M). IAPD ↗
$87.9M RAUM · 9 reps · (203) 489-1450
ComplianceCustodian
65
CENTRAL PINE CAPITAL, LLC now reports custody of client assets ($1.0M). IAPD ↗
$201.5M RAUM · 2 reps · 212-430-1030
ComplianceCustodian
65
PROLIFIC SOLUTIONS now reports custody of client assets ($13.4M). IAPD ↗
$72.2M RAUM · 2 reps · (646) 988- 5216
ComplianceCustodian
65
MEMBERS WEALTH LLC now reports custody of client assets ($65.0M). IAPD ↗
$217.3M RAUM · 4 reps · 267-367-5453 · memberswealthllc.com
ComplianceCustodian
65
WAGNER WEALTH MANAGEMENT, CORP. now reports custody of client assets ($35.3M). IAPD ↗
$104.7M RAUM · 2 reps · 570-987-6244 · wwmcorp.com
ComplianceCustodian
65
PANORAMA WEALTH ADVISORS now reports custody of client assets ($31.7M). IAPD ↗
$115.1M RAUM · 3 reps · 720-356-0779 · pwa.llc
ComplianceCustodian
65
DIAZO, LLC now reports custody of client assets ($3.6M). IAPD ↗
$177.9M RAUM · 4 reps · 702-745-1800
ComplianceCustodian
65
DFS ADVISORY now reports custody of client assets ($32.9M). IAPD ↗
$144.0M RAUM · 2 reps · (940) 297-1474 · distinctfinancialsolutions.com
ComplianceCustodian
65
BACKBONE PLANNING PARTNERS LLC now reports custody of client assets ($12.4M). IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
ComplianceCustodian
65
WEST INVEST now reports custody of client assets ($173.3M). IAPD ↗
$193.6M RAUM · 5 reps · 360-738-6019
ComplianceCustodian
65
TORREN MANAGEMENT, LLC now reports custody of client assets ($2.8M). IAPD ↗
$177.0M RAUM · 3 reps · 619-649-0700 · torren.com
ComplianceCustodian
65
FIRST FINANCIAL SERVICES, LLC now reports custody of client assets ($91.8M). IAPD ↗
$100.8M RAUM · 3 reps · 501-666-0302 · firstfinservices.com
ComplianceCustodian
65
HOLOS INTEGRATED WEALTH now reports custody of client assets ($177.5M). IAPD ↗
$173.0M RAUM · 2 reps · 484-893-4599
ComplianceCustodian
65
BINGHAM PRIVATE WEALTH, LLC now reports custody of client assets ($28.2M). IAPD ↗
$206.1M RAUM · 1 reps · 415-426-5652 · binghamprivate.com
ComplianceCustodian
65
TORO WEST CAPITAL ADVISORS now reports custody of client assets ($54.9M). IAPD ↗
$208.3M RAUM · 2 reps · 720-319-8517 · torowestcapital.com
ComplianceCustodian
65
WEALTHPOINT ADVISORS now reports custody of client assets ($2.0M). IAPD ↗
$119.3M RAUM · 4 reps · 704-675-5300 · wealthpointadvisorsnc.com
ComplianceCustodian
65
TRUE WEALTH GROUP now reports custody of client assets ($43.5M). IAPD ↗
$108.5M RAUM · 2 reps · 541-588-5008 · mytruewealthgroup.com
ComplianceCustodian
65
ROUTE 20 PRIVATE WEALTH INC. now reports custody of client assets ($5.3M). IAPD ↗
$54.6M RAUM · 4 reps · 954-712-7490 · route20wealth.com
ComplianceCustodian
65
THE WELLINGTON GRP LLC now reports custody of client assets ($27.3M). IAPD ↗
$136.4M RAUM · 8 reps · 317-846-5055 · thewellingtongroupllc.com
ComplianceCustodian
65
TRITONPOINT PARTNERS, LLC now reports custody of client assets ($67.2M). IAPD ↗
$110.3M RAUM · 4 reps · 301-799-9001 · tritonpointwealth.com
ComplianceCustodian
65
APEX INVESTMENT GROUP now reports custody of client assets ($1.0M). IAPD ↗
$101.6M RAUM · 2 reps · 7743510805
ComplianceCustodian
65
CREATIVE INVESTMENT GROUP now reports custody of client assets ($20.5M). IAPD ↗
$145.8M RAUM · 6 reps · 615 949 9629 · creativeinvests.com
ComplianceCustodian
65
AP INVESTMENT MANAGEMENT now reports custody of client assets ($27.9M). IAPD ↗
$27.9M RAUM · 1 reps · 650-618-1091 · apinvestmentmanagement.com
ComplianceCustodian
60
FOCUSPOINT SOLUTIONS, INC. now reports custody of client assets ($652.2M). IAPD ↗institutional
$6.78B RAUM · 1 reps · 503-445-1957 · focuspointsolutions.com
ComplianceCustodian
60
TRPC ADVISORY SERVICES now reports custody of client assets ($1.95B). IAPD ↗institutional
$1.05B RAUM · 8 reps · 888-673-5440
ComplianceCustodian
60
DWIGHT SECURITIES MANAGEMENT LLC now reports custody of client assets ($2.32B). IAPD ↗institutional
$2.83B RAUM · 24 reps · 212-960-3750 · dwightmortgagetrust.com
ComplianceCustodian
60
JEFFERIES CREDIT MANAGEMENT LLC now reports custody of client assets ($38.1M). IAPD ↗institutional
$2.61B RAUM · 18 reps · 212-284-2300
ComplianceCustodian
55
BLACKROCK REALTY ADVISORS INC now reports custody of client assets ($662.8M). IAPD ↗fund
$1.60B RAUM · 54 reps · 212 810 5300
ComplianceCustodian
55
CENTRE PARTNERS MANAGEMENT LLC now reports custody of client assets ($1.10B). IAPD ↗fund
$1.38B RAUM · 15 reps · 212-332-5800 · centrepartners.com
ComplianceCustodian
55
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. now reports custody of client assets ($142.31B). IAPD ↗fund
$71.15B RAUM · 157 reps · 305-695-5500
ComplianceCustodian
55
PUGH CAPITAL MANAGEMENT, INC. now reports custody of client assets ($49.1M). IAPD ↗fund
$13.14B RAUM · 22 reps · 206-322-4985
ComplianceCustodian
55
BLUE VISTA CAPITAL, LLC now reports custody of client assets ($1.63B). IAPD ↗fund
$1.89B RAUM · 35 reps · 312-578-0033 · bluevistallc.com
ComplianceCustodian
55
ONEX CREDIT PARTNERS, LLC now reports custody of client assets ($4.76B). IAPD ↗fund
$23.47B RAUM · 40 reps · (201) 541-2121 · onex.com
ComplianceCustodian
55
MIDOCEAN US ADVISOR, L.P. now reports custody of client assets ($4.02B). IAPD ↗fund
$4.02B RAUM · 23 reps · 212-497-1400 · midoceanpartners.com
ComplianceCustodian
55
MIDOCEAN CREDIT PARTNERS now reports custody of client assets ($8.10B). IAPD ↗fund
$8.10B RAUM · 22 reps · 212-497-1400 · midoceanpartners.com
ComplianceCustodian
55
SHAMROCK CAPITAL ADVISORS, LLC now reports custody of client assets ($6.62B). IAPD ↗fund
$6.62B RAUM · 45 reps · 310-974-6600 · shamrockcap.com
ComplianceCustodian
55
STONEHILL CAPITAL MANAGEMENT LLC now reports custody of client assets ($6.10B). IAPD ↗fund
$3.74B RAUM · 12 reps · 212-909-4284
ComplianceCustodian
55
THE STERLING GROUP, L.P. now reports custody of client assets ($4.59B). IAPD ↗fund
$9.51B RAUM · 70 reps · 713-877-8257 · sterling-group.com
ComplianceCustodian
55
OLYMPUS CAPITAL HOLDINGS ASIA LLC now reports custody of client assets ($2.51B). IAPD ↗fund
$1.29B RAUM · 15 reps · 201-888-1703 · olympuscap.com
ComplianceCustodian
55
OMEGA FUND MANAGEMENT, LLC now reports custody of client assets ($949.7M). IAPD ↗fund
$1.80B RAUM · 11 reps · 617-502-6530 · omegafunds.com
ComplianceCustodian
55
HARRISON STREET ADVISORS, LLC now reports custody of client assets ($1.36B). IAPD ↗fund
$19.96B RAUM · 209 reps · 312-920-0500 · harrisonst.com
ComplianceCustodian
55
BRIDGE INVESTMENT GROUP now reports custody of client assets ($99.70B). IAPD ↗fund
$49.01B RAUM · 300 reps · 801-716-1463
ComplianceCustodian
55
NOVAQUEST CAPITAL MANAGEMENT, L.L.C. now reports custody of client assets ($1.59B). IAPD ↗fund
$1.59B RAUM · 17 reps · 919-459-8620 · novaquest.com
ComplianceCustodian
55
ENDEAVOUR CAPITAL now reports custody of client assets ($2.13B). IAPD ↗fund
$2.13B RAUM · 18 reps · 503-223-2721
ComplianceCustodian
55
CARLYLE AVIATION SECURITIES PARTNERS LLC now reports custody of client assets ($74.1M). IAPD ↗fund
$1.14B RAUM · 3 reps · 305-504-8777
ComplianceCustodian
55
VARSITY HEALTHCARE PARTNERS now reports custody of client assets ($3.59B). IAPD ↗fund
$1.80B RAUM · 12 reps · 310-564-2690 · varsityhealthcarepartners.com
ComplianceCustodian
55
GAINLINE CAPITAL PARTNERS LP now reports custody of client assets ($1.77B). IAPD ↗fund
$1.05B RAUM · 13 reps · 212-319-3023 · gainlinecapital.com
ComplianceCustodian
55
NEUBERGER BERMAN LOAN ADVISERS LLC now reports custody of client assets ($7.04B). IAPD ↗fund
$6.03B RAUM · 3 reps · 312-325-7700
ComplianceCustodian
55
ELMTREE FUNDS, LLC now reports custody of client assets ($7.23B). IAPD ↗fund
$7.23B RAUM · 18 reps · (314) 828-4200 · elmtreefunds.com
ComplianceCustodian
55
PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC now reports custody of client assets ($8.80B). IAPD ↗fund
$4.40B RAUM · 21 reps · 212-661-6990 · primarywave.com
ComplianceCustodian
55
CVC SECONDARY PARTNERS (U.S.), LLC now reports custody of client assets ($35.42B). IAPD ↗fund
$18.82B RAUM · 17 reps · 1 212 653 8400 · cvc.com
ComplianceCustodian
55
SWEETWATER PRIVATE EQUITY now reports custody of client assets ($1.29B). IAPD ↗fund
$1.29B RAUM · 14 reps · 760-652-6353
ComplianceCustodian
55
COMMODORE CAPITAL now reports custody of client assets ($1.76B). IAPD ↗fund
$1.76B RAUM · 6 reps · 212-256-8600 · commodorecapital.com
ComplianceCustodian
55
AMERICAN PACIFIC GROUP now reports custody of client assets ($694.5M). IAPD ↗fund
$1.37B RAUM · 14 reps · 415-578-1600
ComplianceCustodian
55
NEUBERGER BERMAN LOAN ADVISERS II LLC now reports custody of client assets ($17.21B). IAPD ↗fund
$9.16B RAUM · 3 reps · 312-325-7700
ComplianceCustodian
55
HUNT CAPITAL MANAGEMENT, LLC now reports custody of client assets ($100.0M). IAPD ↗institutional
$100.0M RAUM · 21 reps · 212-588-2073
ComplianceCustodian
55
SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC now reports custody of client assets ($235.4M). IAPD ↗fund
$2.60B RAUM · 17 reps · 212-895-2280 · soundpointcap.com
ComplianceCustodian
55
GODSPEED CAPITAL MANAGEMENT LP now reports custody of client assets ($1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 202-765-1010 · godspeedcm.com
ComplianceCustodian
55
THE LINONIA PARTNERSHIP LP now reports custody of client assets ($3.28B). IAPD ↗fund
$3.28B RAUM · 7 reps · (646) 989 4226 · linonia.com
ComplianceCustodian
55
LINGOTTO US LLC now reports custody of client assets ($1.18B). IAPD ↗fund
$1.18B RAUM · 5 reps · 44 (0) 20 3781 9332 · lingotto.com
ComplianceCustodian
55
NIOBRARA CAPITAL PARTNERS now reports custody of client assets. IAPD ↗fund
$7.74B RAUM · 4 reps · 917-944-1484 · niobraracap.com
ComplianceCustodian
55
FOURTH SAIL CAPITAL US LP now reports custody of client assets ($2.38B). IAPD ↗fund
$2.38B RAUM · 2 reps · 646-355-2764 · fourthsailcap.com
ComplianceCustodian
53
PROSIGHT CAPITAL now reports custody of client assets ($209.4M). IAPD ↗fund
$620.9M RAUM · 5 reps · (214) 468-0008 · prosightcapital.com
ComplianceCustodian
53
SAG HARBOR CAPITAL MANAGEMENT, LLC now reports custody of client assets ($455.2M). IAPD ↗fund
$455.2M RAUM · 9 reps · 212-684-2283 · sagharborcap.com
ComplianceCustodian
53
HEADLANDS CAPITAL now reports custody of client assets ($1.79B). IAPD ↗fund
$896.3M RAUM · 7 reps · 415-263-7300 · headlandscap.net
ComplianceCustodian
53
SPP MANAGEMENT SERVICES, LLC now reports custody of client assets ($546.0M). IAPD ↗fund
$546.0M RAUM · 19 reps · 704-654-3400
ComplianceCustodian
53
AETHON ENERGY MANAGEMENT now reports custody of client assets ($672.9M). IAPD ↗fund
$672.9M RAUM · 12 reps · 214-750-3820 · aethonenergy.com
ComplianceCustodian
53
ANCOR CAPITAL PARTNERS now reports custody of client assets ($329.4M). IAPD ↗fund
$328.0M RAUM · 8 reps · (817) 877-4458 · ancorcapital.com
ComplianceCustodian
53
CAPITALA PRIVATE ADVISORS, LLC now reports custody of client assets. IAPD ↗fund
$493.6M RAUM · 15 reps · 704-376-5502 · capitalagroup.com
ComplianceCustodian
53
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC now reports custody of client assets ($300.0M). IAPD ↗fund
$750.0M RAUM · 7 reps · 1 212 231-1000 · macquarie.com
ComplianceCustodian
53
ROG VI L.L.C. now reports custody of client assets ($264.4M). IAPD ↗fund
$455.2M RAUM · 16 reps · 713-874-9000 · riverbendenergygroup.com
ComplianceCustodian
53
BACKCAST PARTNERS MANAGEMENT LLC now reports custody of client assets ($418.2M). IAPD ↗fund
$854.6M RAUM · 12 reps · 9735127487 · backcastpartners.com
ComplianceCustodian
53
SOCIAL LEVERAGE ADVISORS, LLC now reports custody of client assets ($381.1M). IAPD ↗fund
$381.1M RAUM · 6 reps · 602-315-9966 · socialleverage.com
ComplianceCustodian
53
LINCOLN PEAK CAPITAL MANAGEMENT, LLC now reports custody of client assets ($660.7M). IAPD ↗fund
$660.7M RAUM · 6 reps · (617) 765-4770 · lincolnpeakcapital.com
ComplianceCustodian
53
CARR'S HILL PARTNERS now reports custody of client assets ($670.3M). IAPD ↗fund
$335.2M RAUM · 6 reps · 504-332-0901
ComplianceCustodian
53
TELEO CAPITAL MANAGEMENT LLC now reports custody of client assets ($679.7M). IAPD ↗fund
$679.7M RAUM · 15 reps · 424-323-3992 · teleocapital.com
ComplianceCustodian
53
SCIENTECH RESEARCH LLC now reports custody of client assets ($595.5M). IAPD ↗fund
$776.0M RAUM · 4 reps · 201-292-3789
ComplianceCustodian
53
RONIN EQUITY PARTNERS LLC now reports custody of client assets ($501.0M). IAPD ↗fund
$250.5M RAUM · 11 reps · 917-796-4710 · roninequitypartners.com
ComplianceCustodian
53
TYRO CAPITAL MANAGEMENT, LLC now reports custody of client assets ($509.9M). IAPD ↗fund
$254.9M RAUM · 4 reps · 212-271-5285 · tyropartners.com
ComplianceCustodian
53
BRIDGE NET LEASE FUND MANAGER LLC now reports custody of client assets ($722.6M). IAPD ↗fund
$722.6M RAUM · 10 reps · 801-716-1463 · bridgeig.com
ComplianceCustodian
53
ARCHER VENTURE CAPITAL MANAGEMENT LLC now reports custody of client assets ($253.0M). IAPD ↗fund
$285.6M RAUM · 6 reps · 310-916-9599 · archervc.com
ComplianceCustodian
53
SELLARONDA GLOBAL MANAGEMENT LP now reports custody of client assets ($546.4M). IAPD ↗fund
$273.2M RAUM · 3 reps · (212) 970-5110
ComplianceCustodian
53
BLUE OWL STRATEGIC EQUITY ADVISORS LLC now reports custody of client assets ($94.1M). IAPD ↗fund
$310.1M RAUM · 210 reps · (212) 419-3000
ComplianceCustodian
53
C CUBED CAPITAL PARTNERS, LLC now reports custody of client assets ($343.8M). IAPD ↗fund
$444.4M RAUM · 3 reps · 561-576-9145 · ccubedcapitalpartners.com
ComplianceCustodian
53
LANDMARK INVESTMENT PARTNERS, L.P. now reports custody of client assets ($39.8M). IAPD ↗fund
$511.0M RAUM · 4 reps · 561-210-3331
ComplianceCustodian
53
INDAGO CAPITAL LLC now reports custody of client assets ($169.9M). IAPD ↗fund
$289.4M RAUM · 4 reps · 212-680-4970
ComplianceCustodian
53
CORIGLIANO INVESTMENT ADVISERS, LLC now reports custody of client assets ($20.6M). IAPD ↗fund
$318.9M RAUM · 4 reps · (919) 225-6496 · coriglianoenergy.com
ComplianceCustodian
53
LORD ABBETT PRIVATE CREDIT ADVISOR LLC now reports custody of client assets ($252.8M). IAPD ↗fund
$844.7M RAUM · 188 reps · 201-827-2000 · lordabbett.com
ComplianceCustodian
53
PAINSWICK CAPITAL MANAGEMENT LP now reports custody of client assets ($1.02B). IAPD ↗fund
$511.1M RAUM · 3 reps · 212-644-5900 · painswickcapital.com
ComplianceCustodian
53
ELMIND CAPITAL LP now reports custody of client assets ($374.8M). IAPD ↗fund
$374.8M RAUM · 1 reps · 650-796-6466
ComplianceCustodian
50
THE WATERMILL GROUP now reports custody of client assets ($290.2M). IAPD ↗fund
$145.1M RAUM · 9 reps · 781-891-6660 · watermill.com
ComplianceCustodian
50
CNL FUND ADVISORS II, LLC now reports custody of client assets. IAPD ↗fund
$0 RAUM · 3 reps · 407-650-1000
ComplianceCustodian
50
HARBOUR POINT CAPITAL now reports custody of client assets ($423.5M). IAPD ↗fund
$214.1M RAUM · 4 reps · 646-681-4600 · harbourpointcapital.com
ComplianceCustodian
50
L CAPITAL, LLC now reports custody of client assets ($195.0M). IAPD ↗fund
$195.0M RAUM · 1 reps · 909-938-2533 · lcapitalmgmt.com
ComplianceCustodian
50
PALISADES MANAGEMENT, LLC now reports custody of client assets ($129.2M). IAPD ↗fund
$131.6M RAUM · 3 reps · 310-571-6214 · palisadesgrowth.com
ComplianceCustodian
50
LANDON CAPITAL PARTNERS, LLC now reports custody of client assets ($158.0M). IAPD ↗fund
$158.0M RAUM · 4 reps · 617-589-3652
ComplianceCustodian
50
WEDGEWOOD ASSET MANAGEMENT, LLC now reports custody of client assets ($210.1M). IAPD ↗fund
$210.1M RAUM · 1 reps · 310-760-4010
ComplianceCustodian
50
CITY CAPITAL VENTURES, LLC now reports custody of client assets ($841,500). IAPD ↗fund
$223.4M RAUM · 8 reps · 312-546-8140
ComplianceCustodian
50
SORTIS FUND MANAGER, LLC now reports custody of client assets ($387.6M). IAPD ↗fund
$193.8M RAUM · 2 reps · 503-512-5432 · sortis.com
ComplianceCustodian
50
OPTO INVESTMENT MANAGEMENT, LLC now reports custody of client assets ($233.6M). IAPD ↗fund
$233.6M RAUM · 5 reps · 212-658-0382
ComplianceCustodian
50
DOMA PERPETUAL CAPITAL MANAGEMENT LLC now reports custody of client assets ($215.5M). IAPD ↗fund
$215.5M RAUM · 4 reps · 305-549-5081 · domaperpetual.com
ComplianceCustodian
50
GROVE MOUNTAIN PARTNERS, LLC now reports custody of client assets ($224.4M). IAPD ↗fund
$224.4M RAUM · 6 reps · 678-655-6794 · grovemountainpartners.com
ComplianceCustodian
50
STOCKWELL VENTURES, LLC now reports custody of client assets ($30.0M). IAPD ↗fund
$30.0M RAUM · 8 reps · 212-257-5757
ComplianceCustodian
50
MIDWAY WEALTH PARTNERS, LLC now reports custody of client assets ($165.9M). IAPD ↗fund
$165.9M RAUM · 4 reps · (847) 787-1144 · midwaywp.com
ComplianceCustodian
50
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC now reports custody of client assets ($75.1M). IAPD ↗fund
$75.1M RAUM · 33 reps · 816-994-3200 · palmersquarefunds.com
ComplianceCustodian
50
JAFFA CAPITAL MANAGEMENT LLC now reports custody of client assets ($261.7M). IAPD ↗fund
$220.0M RAUM · 3 reps · 216-245-1231 · jaffamanagement.com
ComplianceCustodian
50
ACME CREDIT PARTNERS now reports custody of client assets ($90.9M). IAPD ↗fund
$90.9M RAUM · 4 reps · 6463578385 · acmecreditpartners.com
ComplianceCustodian
50
KATE CAPITAL LLC now reports custody of client assets ($37.4M). IAPD ↗fund
$218.7M RAUM · 5 reps · 203-216-9667 · katecapllc.com
ComplianceCustodian
50
DV CAPITAL ADVISORS, LLC now reports custody of client assets ($299.3M). IAPD ↗fund
$149.7M RAUM · 3 reps · 312-663-7111
ComplianceCustodian
50
MOUNTAIN POINT CREDIT MANAGEMENT LLC now reports custody of client assets ($30.5M). IAPD ↗fund
$15.2M RAUM · 4 reps · 203-900-5855 · mountainpointcredit.com
ComplianceCustodian
50
FLAGSHIP INVESTMENT MANAGEMENT LLC now reports custody of client assets ($112.4M). IAPD ↗fund
$157.6M RAUM · 7 reps · 1-713-623-6000 · flagshipco.com
ComplianceCustodian
50
NEW CATALYST now reports custody of client assets. IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
ComplianceCustodian
50
KARL KAPITAL now reports custody of client assets ($358.9M). IAPD ↗fund
$179.4M RAUM · 5 reps · (415) 503-5712
ComplianceCustodian
40
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG now reports custody of client assets ($2.71B). IAPD ↗foreign
$1.62B RAUM · 21 reps · 41 44 297 7373
ComplianceCustodian
40
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED now reports custody of client assets ($2.90B). IAPD ↗foreign
$15.30B RAUM · 22 reps · 65 6597 6680 · gordian-capital.com
ComplianceCustodian
40
TURIM 21 INVESTIMENTOS LTDA now reports custody of client assets ($98.6M). IAPD ↗foreign
$5.23B RAUM · 17 reps · 55 21 2259.8015 · turimbr.com
ComplianceCustodian
40
GAOTENG GLOBAL ASSET MANAGEMENT LIMITED now reports custody of client assets ($5.1M). IAPD ↗foreign
$6.39B RAUM · 14 reps · +852 3892 8900
ComplianceCustodian
40
TAULA CAPITAL MANAGEMENT (UK) LLP now reports custody of client assets ($320.75B). IAPD ↗foreign
$160.37B RAUM · 20 reps · 44 20 4570 2067
ComplianceCustodian
40
TAULA CAPITAL MANAGEMENT (US) LLC now reports custody of client assets ($320.75B). IAPD ↗foreign
$160.37B RAUM · 8 reps · 44-20-4570-2067 · taulacapital.com
ComplianceCustodian
40
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED now reports custody of client assets ($320.75B). IAPD ↗foreign
$160.37B RAUM · 3 reps · 44-20-4570-2067 · taulacapital.com
ComplianceCustodian
35
KADITA PARTNERS PTE. LTD. now reports custody of client assets ($188.4M). IAPD ↗foreign
$94.2M RAUM · 3 reps · +65 9086 4753 · kaditapartners.com
ComplianceCustodian
aum crossed 1b — 346 Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
85
MEANS WEALTH MANAGEMENT crossed $1B in regulatory AUM ($977.0M -> $1.31B). IAPD ↗
$1.31B RAUM · 13 reps · 1-207-947-6763
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASHTON THOMAS SECURITIES, LLC crossed $1B in regulatory AUM ($409.1M -> $1.72B). IAPD ↗
$1.72B RAUM · 48 reps · 602-732-4745 · excelsecurities.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CORTLAND ASSOCIATES INC crossed $1B in regulatory AUM ($788.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 3 reps · 314-726-6164 · cortlandassociates.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WILKINS INVESTMENT COUNSEL, INC crossed $1B in regulatory AUM ($651.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 6 reps · 617-951-9969 · wilkinsinvest.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TOTH FINANCIAL ADVISORY CORP crossed $1B in regulatory AUM ($865.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 703-443-8684
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ACADEMY CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($896.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 254-751-0555 · academycapitalmgmt.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SIGNET FINANCIAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($949.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 13 reps · (973) 543-6660
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
O'BRIEN WEALTH PARTNERS LLC crossed $1B in regulatory AUM ($962.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 11 reps · 617-547-6717
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JAY A. FISHMAN, LTD crossed $1B in regulatory AUM ($959.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 4 reps · 248-740-9400 · jaf-ltd.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MARK ASSET MANAGEMENT LP crossed $1B in regulatory AUM ($786.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 212-372-2500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VAN CLEEF ASSET MANAGEMENT INC crossed $1B in regulatory AUM ($894.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 3 reps · 216-464-0253
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TRUSTMONT ADVISORY GROUP, INC. crossed $1B in regulatory AUM ($919.4M -> $1.13B). IAPD ↗
$1.13B RAUM · 41 reps · 724-468-5665
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BAXTER INVESTMENT MANAGEMENT crossed $1B in regulatory AUM ($915.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VERUS FINANCIAL PARTNERS crossed $1B in regulatory AUM ($920.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 12 reps · 804-592-3465
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
REGENCY INVESTMENT ADVISORS INC crossed $1B in regulatory AUM ($877.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 559-438-2640 · regencyinvests.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OAK RIDGE INVESTMENTS, LLC crossed $1B in regulatory AUM ($899.9M -> $1.31B). IAPD ↗
$1.31B RAUM · 9 reps · 312-857-1040
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WEALTH DIMENSIONS GROUP, LTD. crossed $1B in regulatory AUM ($857.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 12 reps · 513-554-6000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LODESTAR PRIVATE ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($979.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 925-838-1234 · lodestarpam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
COHEN CAPITAL MANAGEMENT INC crossed $1B in regulatory AUM ($884.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 4 reps · (415) 927-8011
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WOODARD & CO ASSET MANAGEMENT GROUP INC crossed $1B in regulatory AUM ($911.0M -> $1.04B). IAPD ↗
$1.04B RAUM · 5 reps · 336-998-7000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AFFINITY INVESTMENT ADVISORS, LLC crossed $1B in regulatory AUM ($938.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 949-660-6373
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INTREPID CAPITAL MANAGEMENT INC crossed $1B in regulatory AUM ($762.5M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 904-246-3433
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PORTLAND GLOBAL ADVISORS LLC crossed $1B in regulatory AUM ($894.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 207-773-2773 · portlandglobal.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BUFFINGTON MOHR MCNEAL crossed $1B in regulatory AUM ($911.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 10 reps · 208-338-5551 · bmmria.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BEAM WEALTH ADVISORS, INC. crossed $1B in regulatory AUM ($577.4M -> $1.31B). IAPD ↗
$1.31B RAUM · 17 reps · 985-893-1440
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FMP WEALTH ADVISERS crossed $1B in regulatory AUM ($952.0M -> $1.13B). IAPD ↗
$1.13B RAUM · 12 reps · 512-329-5174 · fmprofessionals.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WESTMINSTER FINANCIAL ADVISORY CORP crossed $1B in regulatory AUM ($920.3M -> $1.22B). IAPD ↗
$1.22B RAUM · 46 reps · 937-898-5010 · westminsterfinanical.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PENN DAVIS MCFARLAND INC crossed $1B in regulatory AUM ($843.2M -> $1.26B). IAPD ↗
$1.26B RAUM · 7 reps · 214-871-2772 · pdavis.org
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FINANCIAL COUNCIL, LLC crossed $1B in regulatory AUM ($959.4M -> $1.10B). IAPD ↗
$1.10B RAUM · 10 reps · 410-821-9200 · financialcouncil.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARBOR INVESTMENT ADVISORS crossed $1B in regulatory AUM ($956.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 4 reps · 336-777-1677 · arborinvest.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
QUANTUM CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($878.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 2 reps · 609-677-4949 · quantumadv.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
IRON GATE GLOBAL ADVISORS crossed $1B in regulatory AUM ($725.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 7 reps · 888-591-0334
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MARINER INSTITUTIONAL, LLC crossed $1B in regulatory AUM ($976.6M -> $2.54B). IAPD ↗
$2.54B RAUM · 113 reps · 844-442-6326
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DINUZZO PRIVATE WEALTH, INC. crossed $1B in regulatory AUM ($946.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 724-728-6564 · dinuzzo.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AFFIANCE FINANCIAL LLC crossed $1B in regulatory AUM ($971.4M -> $1.15B). IAPD ↗
$1.15B RAUM · 10 reps · 952-544-9818 · affiancefinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CALLAHAN ADVISORS, LLC crossed $1B in regulatory AUM ($932.9M -> $1.20B). IAPD ↗
$1.20B RAUM · 6 reps · 713-572-3366
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SYNERGY ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($823.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 206-386-5455 · advisorempowerment.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HOLT CAPITAL PARTNERS, L.P. crossed $1B in regulatory AUM ($884.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 2 reps · 817-877-1430 · holtcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FUTURE CAPITAL crossed $1B in regulatory AUM ($962.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 1 reps · 423-648-1876 · pronvest.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PAUL WINKLER, INC. crossed $1B in regulatory AUM ($284.0M -> $1.17B). IAPD ↗
$1.17B RAUM · 14 reps · 615-851-1950
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VERITY INVESTMENT PARTNERS crossed $1B in regulatory AUM ($938.8M -> $1.21B). IAPD ↗
$1.21B RAUM · 12 reps · 843-379-6661 · verityvip.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AA FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($864.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 614-442-3355
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PRIVATE CLIENT SERVICES, LLC crossed $1B in regulatory AUM ($845.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 50 reps · 502-451-0600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WEALTH ADVISORS GROUP crossed $1B in regulatory AUM ($995.9M -> $1.13B). IAPD ↗
$1.13B RAUM · 6 reps · 260-619-3100 · wealthag.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
COLUMBIA ASSET MANAGEMENT, L.L.C. crossed $1B in regulatory AUM ($979.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 734-665-1455 · columbiaasset.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MIDWEST CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($947.3M -> $1.13B). IAPD ↗
$1.13B RAUM · 7 reps · 616-454-9600 · mcagps.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PRIVATE CAPITAL ADVISORS, INC. crossed $1B in regulatory AUM ($793.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 2 reps · 347-960-4520 · privatecapitaladv.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KELLEHER FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($573.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 8 reps · 212-709-9400 · kf-advisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ATLAS CAPITAL ADVISORS INC. crossed $1B in regulatory AUM ($909.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · 415-354-2400 · atlasca.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE INSTITUTE crossed $1B in regulatory AUM ($926.9M -> $1.15B). IAPD ↗
$1.15B RAUM · 1 reps · 303-572-3500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SEVEN SPRINGS WEALTH GROUP crossed $1B in regulatory AUM ($765.1M -> $1.21B). IAPD ↗
$1.21B RAUM · 15 reps · 615-370-1253
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GENERATION CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($916.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 585-232-8560
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PARK PIEDMONT ADVISORS LLC crossed $1B in regulatory AUM ($862.0M -> $1.02B). IAPD ↗
$1.02B RAUM · 7 reps · 312-722-6760
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BIONDO INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($927.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 13 reps · 570-296-5525 · thebiondogroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WAYPOINT WEALTH PARTNERS crossed $1B in regulatory AUM ($935.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 877-768-4802 · waypointwp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NPA ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($882.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 52 reps · 201-476-0029 · nationwideplanning.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VERSANT CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($900.5M -> $1.24B). IAPD ↗
$1.24B RAUM · 13 reps · 602-635-3760
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FINANCIAL PERSPECTIVES crossed $1B in regulatory AUM ($864.6M -> $1.00B). IAPD ↗
$1.00B RAUM · 14 reps · 763-553-7779 · fpwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALLEN CAPITAL GROUP, LLC crossed $1B in regulatory AUM ($998.5M -> $1.22B). IAPD ↗
$1.22B RAUM · 20 reps · 308-385-1500 · allencapgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LONGVIEW WEALTH MANAGEMENT crossed $1B in regulatory AUM ($986.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 24 reps · 404-843-3100 · longviewwealthmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RAPPAPORT REICHES CAPITAL MANAGEMENT, crossed $1B in regulatory AUM ($928.3M -> $1.13B). IAPD ↗
$1.13B RAUM · 13 reps · 847-832-0030 · rrcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TEEWINOT CAPITAL ADVISERS, L.L.C. crossed $1B in regulatory AUM ($841.9M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 212-984-2360 · teewinotfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CHI-RHO FINANCIAL, LLC crossed $1B in regulatory AUM ($981.2M -> $1.17B). IAPD ↗
$1.17B RAUM · 7 reps · 678-731-0032
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NICHOLAS INVESTMENT PARTNERS, L.P. crossed $1B in regulatory AUM ($923.9M -> $1.18B). IAPD ↗
$1.18B RAUM · 5 reps · 858-759-4545 · nicpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CEDAR MOUNTAIN ADVISORS, LLC crossed $1B in regulatory AUM ($870.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · 503-224-6868 · cmapdx.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARISTA WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($993.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 6 reps · 702-309-9970
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STRATEGIC FINANCIAL CONCEPTS, LLC crossed $1B in regulatory AUM ($987.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 41 reps · 210-737-7800 · solinskygroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CYPRESS POINT WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($797.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 214-736-8887 · cypresspointwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NEWPORT CAPITAL GROUP, LLC crossed $1B in regulatory AUM ($326.8M -> $1.22B). IAPD ↗
$1.22B RAUM · 7 reps · 732-741-8400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HAMILTON POINT INVESTMENT ADVISORS, LLC crossed $1B in regulatory AUM ($935.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 8 reps · (919) 636-3765 · hamiltonpoint.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($953.8M -> $1.23B). IAPD ↗
$1.23B RAUM · 23 reps · 716-568-8566 · iswealthmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BLACK DIAMOND FINANCIAL, LLC crossed $1B in regulatory AUM ($701.4M -> $1.04B). IAPD ↗
$1.04B RAUM · 11 reps · 443-841-7772 · blackdfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MCILRATH & ECK, LLC crossed $1B in regulatory AUM ($839.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · (360) 657-8600 · mcilratheck.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WPWEALTH LLP crossed $1B in regulatory AUM ($872.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 13 reps · 817-259-9100 · wpwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALTERNA WEALTH MANAGEMENT, INC. crossed $1B in regulatory AUM ($861.0M -> $1.23B). IAPD ↗
$1.23B RAUM · 40 reps · 713-885-9843 · alternawealthmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RIVERFRONT INVESTMENT GROUP, LLC crossed $1B in regulatory AUM ($751.1M -> $1.18B). IAPD ↗
$1.18B RAUM · 9 reps · 804-549-4800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($981.1M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · 978-475-3242 · tfa.bz
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WESPAC ADVISORS, LLC crossed $1B in regulatory AUM ($926.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 8 reps · 510-287-5255 · wespacadvisorsllc.net
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CLEAR HAVEN CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($485.8M -> $1.20B). IAPD ↗
$1.20B RAUM · 5 reps · 332-240-0416 · clearhavencm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CS PLANNING CORP crossed $1B in regulatory AUM ($957.9M -> $1.27B). IAPD ↗
$1.27B RAUM · 48 reps · 503-292-5853 · seltunfg.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STILLWATER CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($980.8M -> $1.15B). IAPD ↗
$1.15B RAUM · 4 reps · 610-848-6760 · stillwateradv.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
IRONVIEW CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($851.0M -> $1.15B). IAPD ↗
$1.15B RAUM · 9 reps · 215-793-0111 · ironview.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
QUADCAP WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($769.7M -> $1.14B). IAPD ↗
$1.14B RAUM · 12 reps · 972-818-2400 · quadcapwm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARIN RISK ADVISORS LLC crossed $1B in regulatory AUM ($987.8M -> $4.97B). IAPD ↗
$4.97B RAUM · 4 reps · 610.822.3400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ANDINA FAMILY OFFICES crossed $1B in regulatory AUM ($808.5M -> $1.02B). IAPD ↗
$1.02B RAUM · 11 reps · 801-653-0564 · andinafamilyoffices.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SEER CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($628.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 212 850 9000 · seercap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE DE BURLO GROUP, INC. crossed $1B in regulatory AUM ($942.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 617-482-0275 · deburlogroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ACTIVEST WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($956.5M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 954-399-8121 · activestwm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FOUNTAINHEAD ADVISORS crossed $1B in regulatory AUM ($721.6M -> $1.02B). IAPD ↗
$1.02B RAUM · 18 reps · 732-346-1900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BEACON CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($859.2M -> $1.07B). IAPD ↗
$1.07B RAUM · 18 reps · 615-224-9794
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
COPPELL ADVISORY SOLUTIONS LLC crossed $1B in regulatory AUM ($849.6M -> $1.08B). IAPD ↗
$1.08B RAUM · 77 reps · 817-888-8020 · fusioncm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FIELDER CAPITAL GROUP LLC crossed $1B in regulatory AUM ($834.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 212-918-4860
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CAPITAL WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($858.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · (401) 885-1060
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VERITY ASSET MANAGEMENT crossed $1B in regulatory AUM ($902.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 57 reps · 919-490-6717
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SONEN CAPITAL LLC crossed $1B in regulatory AUM ($792.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 13 reps · 415-534-4444
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TVAMP, LLC crossed $1B in regulatory AUM ($677.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 18 reps · 865-226-9982
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OAK CITY CONSULTING, LLC crossed $1B in regulatory AUM ($782.5M -> $1.26B). IAPD ↗
$1.26B RAUM · 3 reps · 919-844-6450 · oakcityconsulting.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MONTIS FINANCIAL, LLC crossed $1B in regulatory AUM ($638.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 17 reps · 781-541-5057 · montisfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STRATEGIC WEALTH INVESTMENT GROUP, LLC crossed $1B in regulatory AUM ($900.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 41 reps · 502-412-3354 · atasteofretirement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PRIVATE PORTFOLIO PARTNERS, LLC crossed $1B in regulatory AUM ($899.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 19 reps · 201-939-6644 · fairway-wealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VIRTUE CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($787.5M -> $1.21B). IAPD ↗
$1.21B RAUM · 90 reps · 615-340-0801
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BALEFIRE, LLC crossed $1B in regulatory AUM ($903.2M -> $1.24B). IAPD ↗
$1.24B RAUM · 36 reps · 972-361-1001
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SHEPHERD FINANCIAL PARTNERS, LLC crossed $1B in regulatory AUM ($975.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WEALTHSHIELD PARTNERS, LLC crossed $1B in regulatory AUM ($917.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 13 reps · 919-948-4453 · madisonoakswp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TOWNELEY CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($882.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 949-837-3580 · towneley.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PRIVATE ADVISORY crossed $1B in regulatory AUM ($900.5M -> $1.32B). IAPD ↗
$1.32B RAUM · 13 reps · 425-498-2320 · privateadvisory.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BLUEPRINT INVESTMENT PARTNERS LLC crossed $1B in regulatory AUM ($849.4M -> $1.23B). IAPD ↗
$1.23B RAUM · 3 reps · 336-609-7522
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KEEN WEALTH ADVISORS crossed $1B in regulatory AUM ($914.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 29 reps · (913) 624-1841
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DESTINY WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($996.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 11 reps · 352.343.2700 · destinywealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SYMPHONY FINANCIAL, LTD. CO. crossed $1B in regulatory AUM ($861.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 23 reps · 281-272-6800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FIDUCIARY FINANCIAL ADVISORS crossed $1B in regulatory AUM ($555.4M -> $1.17B). IAPD ↗
$1.17B RAUM · 38 reps · 616-622-3062
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FOUNDERS FINANCIAL ALLIANCE, LLC crossed $1B in regulatory AUM ($700.9M -> $1.00B). IAPD ↗
$1.00B RAUM · 31 reps · 855-860-5940 · foundersfinancialalliance.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FITZROY INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($662.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 347-580-9762 · fria.us
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FLORENCE CAPITAL ADVISORS, LP crossed $1B in regulatory AUM ($427.3M -> $1.26B). IAPD ↗
$1.26B RAUM · 1 reps · (212) 202-3296
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STANSBERRY ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($875.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · 646-854-4370 · stansberryam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARLINGTON FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($944.5M -> $1.04B). IAPD ↗
$1.04B RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
180 WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($853.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · (253) 394-0720 · 180wealthadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JFG WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($901.0M -> $1.16B). IAPD ↗
$1.16B RAUM · 30 reps · 720-778-4467 · jfgwealth.net
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
EVOLUTION WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($952.2M -> $1.31B). IAPD ↗
$1.31B RAUM · 6 reps · (305) 921-4740 · ewadvisors.net
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALPINE PRIVATE WEALTH crossed $1B in regulatory AUM ($978.5M -> $1.23B). IAPD ↗
$1.23B RAUM · 5 reps · 314-932-1010
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KEELEY-TETON ADVISORS, LLC crossed $1B in regulatory AUM ($888.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 11 reps · (312) 786-5000 · keeleyteton.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARKOS GLOBAL ADVISORS, LLC crossed $1B in regulatory AUM ($939.4M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · (346) 352-2360
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AWM CAPITAL, LLC crossed $1B in regulatory AUM ($860.6M -> $1.15B). IAPD ↗
$1.15B RAUM · 24 reps · (323) 940-1339
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RECURRENT INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($782.2M -> $1.21B). IAPD ↗
$1.21B RAUM · 6 reps · (832) 241-5900 · recurrentfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OPAL WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($825.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 7 reps · 516-388-7980
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SGROI WEALTH ADVISORY GROUP LLC crossed $1B in regulatory AUM ($939.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 13 reps · 716-674-6700 · sgroilawley.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SHADE TREE ADVISORS LLC crossed $1B in regulatory AUM ($794.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 21 reps · 518-290-9460 · shadetreeadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TITAN crossed $1B in regulatory AUM ($882.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 973-490-4042
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MONOGRAM CAPITAL MANAGEMENT, L.P. crossed $1B in regulatory AUM ($862.9M -> $1.09B). IAPD ↗
$1.09B RAUM · 10 reps · 310-229-2460 · monogramcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ROOT FINANCIAL PARTNERS crossed $1B in regulatory AUM ($399.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 35 reps · (760) 452-0720
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TRIVIUM POINT ADVISORY, LLC crossed $1B in regulatory AUM ($716.2M -> $1.49B). IAPD ↗
$1.49B RAUM · 23 reps · (203) 221-3085
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALDEN CAPITAL crossed $1B in regulatory AUM ($657.2M -> $1.44B). IAPD ↗
$1.44B RAUM · 20 reps · (215) 572-8700 · aldeninvestmentgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SOUDERS FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($889.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 13 reps · 513-598-2400 · myscaretirement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
COHALO crossed $1B in regulatory AUM ($838.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 1 reps · 833-426-4256 · cohalo.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ACCURATE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($780.5M -> $1.15B). IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASPIRE CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($817.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 10 reps · (206) 939-5615 · investwithaspire.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CATALYST FINANCIAL PARTNERS crossed $1B in regulatory AUM ($827.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 617-239-8101
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INSPIRE ADVISORS, LLC crossed $1B in regulatory AUM ($835.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 46 reps · 877-859-6383 · inspireadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SIGNAL ADVISORS WEALTH, LLC crossed $1B in regulatory AUM ($465.3M -> $1.16B). IAPD ↗
$1.16B RAUM · 9 reps · 1-866-774-4625
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ABSHER WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($944.3M -> $1.10B). IAPD ↗
$1.10B RAUM · 7 reps · 919-283-2340 · absherwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MBL ADVISORS crossed $1B in regulatory AUM ($946.2M -> $1.14B). IAPD ↗
$1.14B RAUM · 10 reps · 704-333-8461
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PLATFORM TECHNOLOGY PARTNERS crossed $1B in regulatory AUM ($936.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 8 reps · 212-444-2362 · neprivatewealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FERMATA ADVISORS crossed $1B in regulatory AUM ($973.8M -> $1.15B). IAPD ↗
$1.15B RAUM · 17 reps · (707) 938-7414
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ONYX BRIDGE WEALTH GROUP LLC crossed $1B in regulatory AUM ($815.7M -> $1.00B). IAPD ↗
$1.00B RAUM · 17 reps · (914) 909-6699 · onyxbridge.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HUNTER CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($890.2M -> $1.02B). IAPD ↗
$1.02B RAUM · 5 reps · 312-341-9727 · hunterfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASSUREDPARTNERS INVESTMENT ADVISORS crossed $1B in regulatory AUM ($179.0M -> $3.25B). IAPD ↗
$3.25B RAUM · 46 reps · 407-708-0050
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FORTIS CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($630.6M -> $1.21B). IAPD ↗
$1.21B RAUM · 54 reps · (913) 222-8862 · fortiscapitaladvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
V-SQUARE QUANTITATIVE MANAGEMENT crossed $1B in regulatory AUM ($883.4M -> $1.17B). IAPD ↗
$1.17B RAUM · 3 reps · (312) 872-7281
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WEALTHPLAN INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($988.9M -> $1.57B). IAPD ↗
$1.57B RAUM · 14 reps · 402-691-0200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HILL INVESTMENT GROUP crossed $1B in regulatory AUM ($971.1M -> $1.04B). IAPD ↗
$1.04B RAUM · 8 reps · 314-448-4023
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FIFTH THIRD WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($571.7M -> $6.08B). IAPD ↗
$6.08B RAUM · 52 reps · (513) 534-7452
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NEXT LEVEL PRIVATE LLC crossed $1B in regulatory AUM ($810.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 8 reps · (914) 431-5255
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
IMPACT PARTNERSHIP WEALTH, LLC crossed $1B in regulatory AUM ($751.6M -> $1.68B). IAPD ↗
$1.68B RAUM · 72 reps · 800-380-5040
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
O'HAGAN GROUP, INC. crossed $1B in regulatory AUM ($807.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · 610-625-8855 · theohagangroup.net
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GDS WEALTH MANAGEMENT crossed $1B in regulatory AUM ($891.7M -> $1.27B). IAPD ↗
$1.27B RAUM · 15 reps · 469-212-8072 · gdswealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BROOKWOOD INVESTMENT GROUP crossed $1B in regulatory AUM ($689.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 24 reps · 4806463504 · ckwmg.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ULLMANN WEALTH PARTNERS crossed $1B in regulatory AUM ($877.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 904-280-3700
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VALENCE8 crossed $1B in regulatory AUM ($909.5M -> $1.40B). IAPD ↗
$1.40B RAUM · 5 reps · 508-281-9208
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WHITTIER ADVISORS, LLC crossed $1B in regulatory AUM ($862.1M -> $1.48B). IAPD ↗
$1.48B RAUM · 2 reps · 949-341-4250 · whittieradvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VESTGEN ADVISORS, LLC crossed $1B in regulatory AUM ($660.3M -> $3.47B). IAPD ↗
$3.47B RAUM · 30 reps · 312-237-4446
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MAREN CAPITAL crossed $1B in regulatory AUM ($889.0M -> $1.40B). IAPD ↗
$1.40B RAUM · 2 reps · 7738327602 · marencapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ETHOS FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($913.9M -> $1.58B). IAPD ↗
$1.58B RAUM · 27 reps · 484-889-7270 · ethosfg.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GATEWAY WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($891.6M -> $1.25B). IAPD ↗
$1.25B RAUM · 66 reps · (920) 731-9293 · integratedwealthpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TURTLE CREEK WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($905.6M -> $1.33B). IAPD ↗
$1.33B RAUM · 19 reps · 214-214-3110
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SPECTRUM WEALTH MANAGEMENT crossed $1B in regulatory AUM ($976.4M -> $1.15B). IAPD ↗
$1.15B RAUM · 6 reps · 317-663-5600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
UNITED ADVISOR GROUP crossed $1B in regulatory AUM ($578.8M -> $1.09B). IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
A16Z PERENNIAL MANAGEMENT, L.P. crossed $1B in regulatory AUM ($822.4M -> $1.82B). IAPD ↗
$1.82B RAUM · 9 reps · (650) 798-5800 · a16z.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PREMIER PATH WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($814.5M -> $1.10B). IAPD ↗
$1.10B RAUM · 4 reps · 973-671-6530 · premierpath.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CASCADE FINANCIAL PARTNERS, LLC crossed $1B in regulatory AUM ($973.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SPIREPOINT PRIVATE CLIENT, LLC crossed $1B in regulatory AUM ($934.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 4 reps · 772-316-1271 · spirepointpc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STIFEL CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($745.4M -> $1.49B). IAPD ↗
$1.49B RAUM · 1 reps · 212-328-1000 · stifelcapitalmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CAPITAL INVESTMENT COUNSEL, LLC crossed $1B in regulatory AUM ($548.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 4 reps · (303) 381-0200 · cicwealthadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TOPSAIL WEALTH MANAGEMENT LLC crossed $1B in regulatory AUM ($875.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 980-308-9901 · topsailwealthmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CASTLE ROCK ADVISORS LLC crossed $1B in regulatory AUM ($830.2M -> $1.59B). IAPD ↗
$1.59B RAUM · 27 reps · 617-227-0050
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
BMO CAPITAL MARKETS CORP. crossed $1B in regulatory AUM ($796.4M -> $1.21B). IAPD ↗institutional
$1.21B RAUM · 26 reps · (212) 605-1504 · bmocm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
NEW CENTURY PARTNERS crossed $1B in regulatory AUM ($968.2M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 1 reps · 914-715-3427
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. crossed $1B in regulatory AUM ($884.0M -> $1.26B). IAPD ↗institutional
$1.26B RAUM · 2 reps · 212-318-9300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
TRPC ADVISORY SERVICES crossed $1B in regulatory AUM ($899.2M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 8 reps · 888-673-5440
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
THE INFORMED MOMENTUM COMPANY LLC crossed $1B in regulatory AUM ($932.6M -> $1.10B). IAPD ↗institutional
$1.10B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
DYNASTY WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($916.8M -> $8.67B). IAPD ↗institutional
$8.67B RAUM · 1 reps · 727-865-4809
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
RIVER CANYON FUND MANAGEMENT LLC crossed $1B in regulatory AUM ($884.6M -> $1.14B). IAPD ↗institutional
$1.14B RAUM · 48 reps · 214 253 6000 · rivercanyonfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
CORNERSTONE TRUST MANAGEMENT SERVICES LLC crossed $1B in regulatory AUM ($999.8M -> $1.16B). IAPD ↗institutional
$1.16B RAUM · 1 reps · 215-826-2800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
APOLLO CAPITAL CREDIT ADVISER, LLC crossed $1B in regulatory AUM ($976.9M -> $1.44B). IAPD ↗institutional
$1.44B RAUM · 842 reps · (212) 515-3200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
FLAT ROCK GLOBAL crossed $1B in regulatory AUM ($833.1M -> $1.31B). IAPD ↗institutional
$1.31B RAUM · 6 reps · 307-500-5200 · flatrockglobal.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
BROOKNOLL ADVISORS LLC crossed $1B in regulatory AUM ($762.8M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 1 reps · 617-419-7117
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
ROUNDHILL INVESTMENTS crossed $1B in regulatory AUM ($716.8M -> $3.79B). IAPD ↗institutional
$3.79B RAUM · 6 reps · 646-661-5441 · roundhillinvestments.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
CHURCHILL INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($187.1M -> $10.01B). IAPD ↗institutional
$10.01B RAUM · 55 reps · 646-517-5353
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
NEBULA RESEARCH & DEVELOPMENT LLC crossed $1B in regulatory AUM ($727.3M -> $2.19B). IAPD ↗institutional
$2.19B RAUM · 7 reps · 646-547-1243 · nebularesearch.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
FRANKLIN BSP CAPITAL ADVISER LLC crossed $1B in regulatory AUM ($453.0M -> $4.17B). IAPD ↗institutional
$4.17B RAUM · 2 reps · 2125886770 · benefitstreetpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
NELSON CAPITAL ADVISORS crossed $1B in regulatory AUM ($197.6M -> $1.52B). IAPD ↗institutional
$1.52B RAUM · 1 reps · 207-420-2442
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
MARLIN MANAGER, LLC crossed $1B in regulatory AUM ($777.8M -> $1.22B). IAPD ↗institutional
$1.22B RAUM · 2 reps · 888-656-5150
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
SAGEHALL MANAGEMENT LP crossed $1B in regulatory AUM ($721.8M -> $1.06B). IAPD ↗institutional
$1.06B RAUM · 11 reps · 917-671-9690 · sagehallpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
SORA INVESTORS crossed $1B in regulatory AUM ($673.1M -> $2.32B). IAPD ↗institutional
$2.32B RAUM · 10 reps · 610-801-2000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
DOUBLELINE ETF ADVISER LP crossed $1B in regulatory AUM ($899.8M -> $1.37B). IAPD ↗institutional
$1.37B RAUM · 90 reps · (813)791-7333
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
VOLATILITY SHARES LLC crossed $1B in regulatory AUM ($538.3M -> $4.02B). IAPD ↗institutional
$4.02B RAUM · 9 reps · 866-261-0273
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($311.6M -> $1.35B). IAPD ↗institutional
$1.35B RAUM · 106 reps · 646-735-4293 · ir.carlyle.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
VELOCITY CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($818.2M -> $1.33B). IAPD ↗institutional
$1.33B RAUM · 12 reps · 917-204-5967 · velocitycapllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
VISTA CREDIT BDC MANAGEMENT, L.P. crossed $1B in regulatory AUM ($575.1M -> $1.15B). IAPD ↗institutional
$1.15B RAUM · 0 reps · (212) 804-9100 · vistacreditpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
APOLLO MANAGER, LLC crossed $1B in regulatory AUM ($265.7M -> $1.27B). IAPD ↗institutional
$1.27B RAUM · 842 reps · 212-515-3200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
DIAMETER PRINCIPAL FINANCE LLC crossed $1B in regulatory AUM ($622.9M -> $2.47B). IAPD ↗institutional
$2.47B RAUM · 48 reps · 212-665-1400 · diametercap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
GUGGENHEIM PRIVATE INVESTMENTS, LLC crossed $1B in regulatory AUM ($925.0M -> $2.90B). IAPD ↗institutional
$2.90B RAUM · 0 reps · 1-212-739-0700 · guggenheiminvestments.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NEEDHAM INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($926.1M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 3 reps · 212-371-8300 · needhamfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
AWM INVESTMENT COMPANY INC crossed $1B in regulatory AUM ($900.4M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 8 reps · 212-319-6670
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GAM USA INC. crossed $1B in regulatory AUM ($983.5M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 4 reps · 212-407-4600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PERIGEE CAPITAL, LP crossed $1B in regulatory AUM ($698.4M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 1 reps · 941-955-0929 · perigeegroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GOODNOW INVESTMENT GROUP LLC crossed $1B in regulatory AUM ($879.0M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 4 reps · 203-655-6272 · goodnow.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SILVERBACK ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($957.3M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 6 reps · 919-969-9300 · silverbackasset.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CRYSTAL CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($871.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 6 reps · 305-868-1500 · crystalfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ESM MANAGEMENT LLC crossed $1B in regulatory AUM ($836.1M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 2 reps · 646-927-6089 · esminvestors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LIGHT STREET CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($821.2M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 6 reps · 650-234-1640 · lightstreet.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ARCHON PARTNERS LLC crossed $1B in regulatory AUM ($923.3M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 2 reps · 212-484-3100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ACUITAS INVESTMENTS, LLC crossed $1B in regulatory AUM ($902.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 4 reps · 206-299-2070 · acuitasinvestments.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TELEMARK ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($753.3M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 2 reps · 617-526-8912
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DOMINUS CAPITAL MANAGEMENT, L.P. crossed $1B in regulatory AUM ($906.1M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 212-784-5440 · dominuscap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PENINSULA CAPITAL PARTNERS, L.L.C. crossed $1B in regulatory AUM ($848.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 14 reps · 313-237-5100 · peninsulafunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NORTHSTAR CAPITAL, LLC crossed $1B in regulatory AUM ($917.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 12 reps · 612-371-5700 · northstarcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LONG WHARF CAPITAL LLC crossed $1B in regulatory AUM ($980.1M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 5 reps · 617-250-7260 · longwharf.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CASTLE CREEK CAPITAL crossed $1B in regulatory AUM ($978.7M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 11 reps · 858-756-8300 · castlecreek.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PENSO ADVISORS, LLC crossed $1B in regulatory AUM ($890.0M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 3 reps · 212-688-8800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CITYVIEW MANAGEMENT SERVICES, LLC crossed $1B in regulatory AUM ($961.0M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 43 reps · 310-566-8700 · cityview.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
THE CAPSTREET GROUP, LLC crossed $1B in regulatory AUM ($988.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 23 reps · 713-332-2700
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HARVEY PARTNERS, LLC crossed $1B in regulatory AUM ($978.7M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 3 reps · 212-782-3740 · harveypartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
KARPREILLY, LLC crossed $1B in regulatory AUM ($955.1M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 15 reps · 203-504-9900 · karpreilly.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PABRAI INVESTMENT FUNDS crossed $1B in regulatory AUM ($798.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 2 reps · 512-999-7110
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GEC ADVISORS LLC crossed $1B in regulatory AUM ($941.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · 713-993-7222
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FRONTRANGE CAPITAL ADVISERS, LLC crossed $1B in regulatory AUM ($922.0M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 27 reps · 720-758-7900 · frontrangecap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DAYBREAK FUND ADVISORS LLC crossed $1B in regulatory AUM ($961.9M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 13 reps · 713-559-7110 · pelicanenergypartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HG CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($806.5M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 11 reps · 615-665-8220 · heritagegroupusa.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RENOVO CAPITAL, LLC crossed $1B in regulatory AUM ($738.1M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 14 reps · 214-699-4960 · renovocapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
747 CAPITAL, LLC crossed $1B in regulatory AUM ($983.4M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 7 reps · 212-747-7474
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ECOSYSTEM INVESTMENT PARTNERS, LLC crossed $1B in regulatory AUM ($985.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 20 reps · 443-921-9441
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CAS INVESTMENT PARTNERS, LLC crossed $1B in regulatory AUM ($951.1M -> $1.81B). IAPD ↗fund
$1.81B RAUM · 2 reps · (212) 804-7660 · casinvestmentpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BRIARWOOD CHASE MANAGEMENT LLC crossed $1B in regulatory AUM ($884.1M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 9 reps · 212-984-6798 · briarwoodcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NISHKAMA CAPITAL LLC crossed $1B in regulatory AUM ($845.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 6 reps · 6466193629
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TRANSOM CAPITAL GROUP crossed $1B in regulatory AUM ($903.6M -> $1.51B). IAPD ↗fund
$1.51B RAUM · 20 reps · (424) 832-7299 · transomcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CORBEL CAPITAL PARTNERS crossed $1B in regulatory AUM ($948.5M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 14 reps · 3102992509 · corbelcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HUDSON WAY CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($778.6M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 4 reps · (214) 984-5180 · hwcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CATHOLIC INVESTMENT SERVICES, INC. crossed $1B in regulatory AUM ($998.2M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 4 reps · 617-758-6588 · catholicinvest.org
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
COMMUNITY INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($892.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 27 reps · 415-857-3233 · cim-llc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
KUDU INVESTMENT HOLDINGS, LLC crossed $1B in regulatory AUM ($890.3M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 6 reps · 212-257-6422 · kuduinvestment.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CAMELOT CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($845.7M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 1 reps · 949-426-5033
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MVP MANAGER LLC crossed $1B in regulatory AUM ($620.9M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 1 reps · 212-858-9900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
STONY POINT CAPITAL crossed $1B in regulatory AUM ($450.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 3 reps · (646) 847-3320 · stonypointcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HUDSON COVE CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($957.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 201-685-7555 · hudsoncovecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
THORNTREE CAPITAL PARTNERS LP crossed $1B in regulatory AUM ($752.3M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 7 reps · 617-443-2080 · thorntreecap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RDST CAPITAL LLC crossed $1B in regulatory AUM ($712.6M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 5 reps · 212-543-1000 · readestreet.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GRANITE STATE CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($877.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 6 reps · 646-688-3231 · granitestatecap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NEO IVY CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($989.4M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 7 reps · 646-389-9813 · neoivycapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GAINLINE CAPITAL PARTNERS LP crossed $1B in regulatory AUM ($837.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 13 reps · 212-319-3023 · gainlinecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VESEY STREET CAPITAL PARTNERS crossed $1B in regulatory AUM ($800.9M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 11 reps · 646-847-2438 · vscpllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NORTHLANE CAPITAL PARTNERS crossed $1B in regulatory AUM ($945.6M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 15 reps · 301-272-9990
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ZENYTH ADVISORS LLC crossed $1B in regulatory AUM ($802.5M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 9 reps · (646) 760-5488 · zenythpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FLAT FOOTED LLC crossed $1B in regulatory AUM ($869.6M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 3 reps · 917-947-9071
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BRACKET CAPITAL crossed $1B in regulatory AUM ($934.9M -> $1.77B). IAPD ↗fund
$1.77B RAUM · 5 reps · 844-218-3370
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EMPROS CAPITAL LLC crossed $1B in regulatory AUM ($490.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 415-234-7318 · empros.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PARAFI CAPITAL LP crossed $1B in regulatory AUM ($945.0M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 8 reps · (203) 326-1321 · parafi.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MOUNTAINGATE MANAGEMENT CO., LLC crossed $1B in regulatory AUM ($904.5M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 17 reps · (303) 390-5001 · krgcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PREP INVESTMENT ADVISERS, L.L.C. crossed $1B in regulatory AUM ($477.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 27 reps · 312-499-1952
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NORTH HUDSON RESOURCE PARTNERS LP crossed $1B in regulatory AUM ($890.6M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 7 reps · (713) 936-6563
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FIN CAPITAL crossed $1B in regulatory AUM ($812.1M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 18 reps · 415-300-0702 · fin.capital
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ANALOG CENTURY MANAGEMENT LP crossed $1B in regulatory AUM ($665.9M -> $1.75B). IAPD ↗fund
$1.75B RAUM · 4 reps · 646-248-6061 · analogcm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BSIP SLP GP, LLC crossed $1B in regulatory AUM ($767.4M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 20 reps · 469-421-8060 · bluestarinnovationpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BLUE GROTTO CAPITAL, LLC crossed $1B in regulatory AUM ($743.4M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 4 reps · 404.381.1890 · bluegrottocapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SCIENS DIVERSIFIED MANAGERS LLC crossed $1B in regulatory AUM ($857.6M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 9 reps · 212-471-6100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PARKMAN HEALTHCARE PARTNERS LLC crossed $1B in regulatory AUM ($942.5M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 8 reps · (203) 516-3690 · parkmanhp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ARDSLEY PARTNERS crossed $1B in regulatory AUM ($869.6M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 9 reps · 203-564-4200 · ardsley.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WEBS CREEK CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($642.6M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 7 reps · 972-546-2504 · webscreekcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SOVEREIGN'S CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($867.2M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 26 reps · 404-260-2798 · sovereignscapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
INTEGRAL HEALTH ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($815.2M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 8 reps · 201-370-2740 · integralhlth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SILVERARC CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($723.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · 617-250-8431 · silverarccapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NOVA INFRASTRUCTURE MANAGEMENT, LLC crossed $1B in regulatory AUM ($642.6M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 646-889-8100 · novainfrastructure.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RICE PARK CAPITAL crossed $1B in regulatory AUM ($891.2M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 6 reps · 833-981-5595 · riceparkcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CREST ROCK PARTNERS crossed $1B in regulatory AUM ($563.1M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 9 reps · (303) 495-3598 · crestrockpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
1543 CAPITAL LP crossed $1B in regulatory AUM ($793.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 3 reps · 203-900-3650
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
8 KNOTS MANAGEMENT, LLC crossed $1B in regulatory AUM ($894.5M -> $1.81B). IAPD ↗fund
$1.81B RAUM · 1 reps · 646-379-0396
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ASCENDANT CAPITAL PARTNERS LP crossed $1B in regulatory AUM ($460.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 10 reps · (310) 689-5149 · ascendantcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VARIANT crossed $1B in regulatory AUM ($838.2M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 5 reps · 580-952-9740
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FIDELIS INVESTORS, LLC crossed $1B in regulatory AUM ($878.9M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 6 reps · 908-402-8132 · fidelis-investors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ERA PARTNERS LLC crossed $1B in regulatory AUM ($881.3M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 11 reps · 415-596-3326
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ISOMETRY CAPITAL, LLC crossed $1B in regulatory AUM ($756.8M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 11 reps · 347-480-2544 · isometrycapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BORNITE CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($752.9M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 4 reps · 310-779-7712 · bornitecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WHITEHAWK CAPITAL PARTNERS LP crossed $1B in regulatory AUM ($676.1M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 11 reps · (213) 441-2688
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EPFC CAPITAL PARTNERS crossed $1B in regulatory AUM ($417.4M -> $2.76B). IAPD ↗fund
$2.76B RAUM · 11 reps · 929-447-0490 · epfc.capital
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CLEARHAVEN PARTNERS LP crossed $1B in regulatory AUM ($980.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 12 reps · 617-221-7721
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EMBER INFRASTRUCTURE crossed $1B in regulatory AUM ($644.7M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 12 reps · (646) 374-3942 · ember-infra.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MWP ADVISORY, LLC crossed $1B in regulatory AUM ($578.1M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 7 reps · 646-979-4070
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GOODFINCH MANAGEMENT, LLC crossed $1B in regulatory AUM ($523.3M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 10 reps · 916-262-8199 · goodfinch.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WASHINGTON HARBOUR PARTNERS LP crossed $1B in regulatory AUM ($854.9M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 7 reps · 202-891-6202 · washingtonharbour.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BEDFORD RIDGE CAPITAL crossed $1B in regulatory AUM ($801.5M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 3 reps · 469.802.0680 · bedfordridgecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TWO SEAS CAPITAL LP crossed $1B in regulatory AUM ($762.4M -> $1.47B). IAPD ↗fund
$1.47B RAUM · 6 reps · 914-690-8253 · twoseascap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ASCEND PARTNERS crossed $1B in regulatory AUM ($957.1M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 11 reps · 646-689-2100 · ascendpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
AVEGO MANAGEMENT, LLC crossed $1B in regulatory AUM ($861.1M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 14 reps · 646-844-0030 · avego.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FINBACK INVESTMENT PARTNERS crossed $1B in regulatory AUM ($818.4M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 5 reps · 305-416-2626 · finbackpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ASTATINE INVESTMENT PARTNERS crossed $1B in regulatory AUM ($920.3M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 16 reps · 230-930-3800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TEN COVES CAPITAL, LP crossed $1B in regulatory AUM ($990.5M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 9 reps · 203-983-3239
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GROWTH CATALYST PARTNERS, L.P. crossed $1B in regulatory AUM ($895.8M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 12 reps · (312) 283-3689
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
776 MANAGEMENT, LLC crossed $1B in regulatory AUM ($923.7M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 6 reps · 424-218-6278
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
INVICTUS GROWTH PARTNERS crossed $1B in regulatory AUM ($612.4M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 415-886-9830 · invictusgrowth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
COINFUND MANAGEMENT LLC crossed $1B in regulatory AUM ($906.1M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 17 reps · 646-934-6177 · coinfund.io
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TROLUCE CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($449.4M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 3 reps · 646-347-8801 · troluce.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GODSPEED CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($455.5M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 202-765-1010 · godspeedcm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CLOUD CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($646.0M -> $1.97B). IAPD ↗fund
$1.97B RAUM · 10 reps · (813) 587-1997 · cldcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RK CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($975.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 9 reps · 561-408-1711 · rkcapl.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LINEAR B PARTNERS LP crossed $1B in regulatory AUM ($308.5M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 5 reps · 212-918-0910
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
HOOK MILL CAPITAL PARTNERS, LP crossed $1B in regulatory AUM ($870.0M -> $2.15B). IAPD ↗fund
$2.15B RAUM · 2 reps · 212-804-9980 · hookmillcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RICHBROOK ADVISORS, LP crossed $1B in regulatory AUM ($815.2M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 5 reps · 646-833-1020
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ARIS MANAGEMENT, LLC crossed $1B in regulatory AUM ($608.6M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 842 reps · 212-515-3200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VALEAS CAPITAL PARTNERS crossed $1B in regulatory AUM ($807.4M -> $1.30B). IAPD ↗fund
$1.30B RAUM · 13 reps · 415-992-3131 · valeas.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DIVISADERO STREET CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($634.2M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 5 reps · 917-805-9985
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BH CREDIT MANAGEMENT LLC crossed $1B in regulatory AUM ($850.2M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 15 reps · 214-665-1900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. crossed $1B in regulatory AUM ($100,000 -> $7.32B). IAPD ↗fund
$7.32B RAUM · 23 reps · 212-583-5000 · bxpef.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CAPITOL MERIDIAN PARTNERS LP crossed $1B in regulatory AUM ($993.2M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 11 reps · 202-742-9920 · capitolmeridian.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BLACKBARN CAPITAL PARTNERS LP crossed $1B in regulatory AUM ($506.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 7 reps · 332-238-4950 · blackbarncap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WARWICK CAPITAL PARTNERS (US) LP crossed $1B in regulatory AUM ($432.5M -> $2.20B). IAPD ↗fund
$2.20B RAUM · 9 reps · 917-828-2630 · warwickcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FOREST AVENUE CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($683.0M -> $1.56B). IAPD ↗fund
$1.56B RAUM · 5 reps · 305-847-9750 · forestavecap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LONG FOCUS CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($666.4M -> $1.70B). IAPD ↗fund
$1.70B RAUM · 6 reps · (787) 333-0240
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ALLIED INDUSTRIAL PARTNERS crossed $1B in regulatory AUM ($521.4M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 11 reps · 832-415-9055
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ISO-MTS CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($831.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 3 reps · (203) 742-8099 · iso-mts.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
OFS CLO MANAGEMENT II, LLC crossed $1B in regulatory AUM ($303.5M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 23 reps · 847.734.2000 · ofsmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TRUELINK CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($528.3M -> $1.77B). IAPD ↗fund
$1.77B RAUM · 16 reps · 310-736-5853 · truelinkcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SHORECLIFF ASSET MANAGEMENT COMPANY LLC crossed $1B in regulatory AUM ($614.0M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 5 reps · (949) 806-3980 · shorecliffam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
COALESCE CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($961.7M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 16 reps · (646) 222-5910
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NEUBERGER BERMAN LOAN ADVISERS IV LLC crossed $1B in regulatory AUM ($865.2M -> $3.44B). IAPD ↗fund
$3.44B RAUM · 3 reps · 312-325-7700
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MYCOR CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($354.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 8 reps · 203-803-4840 · mycorcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PHOENIX MERCHANT PARTNERS, LP crossed $1B in regulatory AUM ($997.4M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 12 reps · 212-804-9990
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ZBS PARTNERS, LLC crossed $1B in regulatory AUM ($728.0M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 4 reps · 651-503-7768 · zbspartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CONSTELLATION WEALTH CAPITAL crossed $1B in regulatory AUM ($549.7M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 19 reps · 312-626-6067 · constellationwealthcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LINGOTTO US LLC crossed $1B in regulatory AUM ($654.0M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 5 reps · 44 (0) 20 3781 9332 · lingotto.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
APC ASSET DEVELOPMENT II, LP crossed $1B in regulatory AUM ($562.7M -> $1.39B). IAPD ↗fund
$1.39B RAUM · 21 reps · (949) 681-2100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PINEGROVE OPPORTUNITY PARTNERS LLC crossed $1B in regulatory AUM ($804.1M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 8 reps · 626-676-0710 · pinegrovecp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NORTHAMPTON CAPITAL PARTNERS crossed $1B in regulatory AUM ($125.0M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 11 reps · 914-309-1746
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BENCHSTONE CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($465.5M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 646-908-6000 · benchstonecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
AFBI LP crossed $1B in regulatory AUM ($981.3M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 20 reps · 917-865-5747
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SONE CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($696.9M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · 212-433-3400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ROSCOMMON ANALYTICS LLC crossed $1B in regulatory AUM ($753.8M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 54 reps · 212-850-8865
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
GF INTERNATIONAL crossed $1B in regulatory AUM ($575.8M -> $1.41B). IAPD ↗foreign
$1.41B RAUM · 4 reps · 852 3695 2808 · gffunds.com.hk
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
FOSUN ASSET MANAGEMENT LIMITED crossed $1B in regulatory AUM ($783.5M -> $1.08B). IAPD ↗foreign
$1.08B RAUM · 11 reps · 852 2509 2873 · fosunam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
VERGENT ASSET MANAGEMENT crossed $1B in regulatory AUM ($790.1M -> $1.19B). IAPD ↗foreign
$1.19B RAUM · 10 reps · 44 203 535 8143 · vergent-am.cclgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
GORDIAN CAPITAL JAPAN LIMITED crossed $1B in regulatory AUM ($822.8M -> $1.26B). IAPD ↗foreign
$1.26B RAUM · 11 reps · +81 3-4520-2323
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
ISLANDBRIDGE CAPITAL LIMITED crossed $1B in regulatory AUM ($943.2M -> $1.05B). IAPD ↗foreign
$1.05B RAUM · 13 reps · 44 20 3405 1040 · ib-capital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
ACTUSRAYPARTNERS LIMITED crossed $1B in regulatory AUM ($532.9M -> $1.17B). IAPD ↗foreign
$1.17B RAUM · 15 reps · 852 3698 9298
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
TANGENCY CAPITAL INVESTMENT ADVISORY LTD. crossed $1B in regulatory AUM ($860.4M -> $2.06B). IAPD ↗foreign
$2.06B RAUM · 2 reps · 4412958478
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
PATRIA PRIVATE EQUITY (EUROPE) LIMITED crossed $1B in regulatory AUM ($606.8M -> $6.94B). IAPD ↗foreign
$6.94B RAUM · 25 reps · +44 07880365824
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
GALILEI INVESTMENT OFFICE LLP crossed $1B in regulatory AUM ($976.5M -> $1.07B). IAPD ↗foreign
$1.07B RAUM · 7 reps · 44 20 3848 5800 · galileiio.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
PRIME QUADRANT crossed $1B in regulatory AUM ($354.9M -> $1.05B). IAPD ↗foreign
$1.05B RAUM · 4 reps · 212-365-7400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
GUARDIAN PARTNERS INC. crossed $1B in regulatory AUM ($388.2M -> $2.93B). IAPD ↗foreign
$2.93B RAUM · 32 reps · 416.840.8001 · guardiancapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
new registration — 223 Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
98
CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
J.V.B. INVESTMENT COMPANY (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HEXIMER INVESTMENT MANAGEMENT INC. (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CANTLON FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL NETWORK SPECIALISTS LLC (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTEGRATED BENEFITS, INCORPORATED (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ASSET MANAGEMENT (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STOCK MANAGEMENT LLC (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PARADIGM ADVISORS, LLC (DALLAS, TX) is newly SEC-registered with $112.1M RAUM and 2 advisory reps. IAPD ↗
$112.1M RAUM · 2 reps · 214-756-6066 · paradigmadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
THE WEALTH CONSERVATORY (LEBANON, NH) is newly SEC-registered with $117.4M RAUM and 3 advisory reps. IAPD ↗
$117.4M RAUM · 3 reps · 800-472-1844
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RMG ADVISORS (ROCKVILLE, MD) is newly SEC-registered with $137.2M RAUM and 2 advisory reps. IAPD ↗
$137.2M RAUM · 2 reps · 301-838-4111
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SOUND FINANCIAL MANAGEMENT, INC. (RALEIGH, NC) is newly SEC-registered with $110.7M RAUM and 2 advisory reps. IAPD ↗
$110.7M RAUM · 2 reps · 919-845-6600
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTERNATIONAL ASSET MANAGEMENT (SAN MATEO, CA) is newly SEC-registered with $106.0M RAUM and 5 advisory reps. IAPD ↗
$106.0M RAUM · 5 reps · 415-358-0138 · iamadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INGRAM ADVISORY SERVICES, LLC (WINTER HAVEN, FL) is newly SEC-registered with $101.7M RAUM and 2 advisory reps. IAPD ↗
$101.7M RAUM · 2 reps · 863-326-9833 · ingramfinancialgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
COOKE WEALTH MANAGEMENT, LLC (IRVINE, CA) is newly SEC-registered with $115.8M RAUM and 2 advisory reps. IAPD ↗
$115.8M RAUM · 2 reps · 949-724-3880 · cookewm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INVESTMENT MANAGEMENT TRUST, LLC (FITCHBURG, MA) is newly SEC-registered with $106.6M RAUM and 1 advisory reps. IAPD ↗
$106.6M RAUM · 1 reps · 978-343-3344
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MARCUS CAPITAL, LLC (NORTHFIELD, IL) is newly SEC-registered with $113.0M RAUM and 2 advisory reps. IAPD ↗
$113.0M RAUM · 2 reps · 847-313-4326 · marcuscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EAGLESON ARNDT FINANCIAL ADVISORS (THOUSAND OAKS, CA) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
$121.3M RAUM · 2 reps · 805-496-8450
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BENOLD FINANCIAL PLANNING (location n/a) is newly SEC-registered with $126.1M RAUM and 2 advisory reps. IAPD ↗
$126.1M RAUM · 2 reps · 512-818-1800 · benoldfp.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ROYAL PALMS CAPITAL, LLC (ROLLING HILLS EST., CA) is newly SEC-registered with $101.1M RAUM and 1 advisory reps. IAPD ↗
$101.1M RAUM · 1 reps · 310 265-5939 · royalpalmscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CURTIS FINANCIAL PLANNING (location n/a) is newly SEC-registered with $129.6M RAUM and 1 advisory reps. IAPD ↗
$129.6M RAUM · 1 reps · (510) 451-3528 · curtisfinancialplanning.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SHANKLAND FINANCIAL ADVISORS, LLC (HENDERSONVILLE, NC) is newly SEC-registered with $118.3M RAUM and 5 advisory reps. IAPD ↗
$118.3M RAUM · 5 reps · 828-672-0003
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VIDA WEALTH PARTNERS, INC. (SANTA BARBARA, CA) is newly SEC-registered with $111.5M RAUM and 1 advisory reps. IAPD ↗
$111.5M RAUM · 1 reps · 805-962-8455 · vidawealthpartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
COORDINATED WEALTH MANAGEMENT, L.L.C. (HENDERSONVILLE, TN) is newly SEC-registered with $104.6M RAUM and 1 advisory reps. IAPD ↗
$104.6M RAUM · 1 reps · 615-369-0738 · coordinatedwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HONU WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $136.2M RAUM and 4 advisory reps. IAPD ↗
$136.2M RAUM · 4 reps · (650) 917-3400
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KRUSE ASSET MANAGEMENT, LLC (CHICAGO, IL) is newly SEC-registered with $137.0M RAUM and 2 advisory reps. IAPD ↗
$137.0M RAUM · 2 reps · 312-775-6000 · kruseassetmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MCKINLEY MONEY, LLC (EAU-CLAIRE, WI) is newly SEC-registered with $134.8M RAUM and 2 advisory reps. IAPD ↗
$134.8M RAUM · 2 reps · (715) 835-2732 · wealthmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
QUISH (BOULDER, CO) is newly SEC-registered with $113.4M RAUM and 1 advisory reps. IAPD ↗
$113.4M RAUM · 1 reps · 303-523-6122 · quishco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WOLVERINE WEALTH ADVISORY SERVICES INC. (BLOOMFIELD HILLS, MI) is newly SEC-registered with $120.6M RAUM and 1 advisory reps. IAPD ↗
$120.6M RAUM · 1 reps · 248-220-2202
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINANCIAL ELEMENTS, INC (ROLLING MEADOWS, IL) is newly SEC-registered with $102.1M RAUM and 1 advisory reps. IAPD ↗
$102.1M RAUM · 1 reps · 847-496-4179
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
COMPASS CAPITAL MANAGEMENT, LLC (MCALESTER, OK) is newly SEC-registered with $107.3M RAUM and 1 advisory reps. IAPD ↗
$107.3M RAUM · 1 reps · 918-423-3222 · linkedin.com.company
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BAER INVESTMENT ADVISORY LLC (location n/a) is newly SEC-registered with $107.5M RAUM and 3 advisory reps. IAPD ↗
$107.5M RAUM · 3 reps · 917-561-4160
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LANEVE FINANCIAL GUIDANCE LLC (LYNCHBURG, VA) is newly SEC-registered with $111.9M RAUM and 1 advisory reps. IAPD ↗
$111.9M RAUM · 1 reps · (434) 455-3036
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LEWINTER WEALTH ADVISORS, LLC (location n/a) is newly SEC-registered with $130.3M RAUM and 1 advisory reps. IAPD ↗
$130.3M RAUM · 1 reps · 973-294-2621 · lewinterwealthadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GEREMIA FINANCIAL SERVICES, LLC (EDISON, NJ) is newly SEC-registered with $103.4M RAUM and 2 advisory reps. IAPD ↗
$103.4M RAUM · 2 reps · 732-738-5678 · geremiafinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TENBRIDGE PARTNERS LLC (PORTLAND, OR) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 971-277-1077 · tenbridgepartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DARK HORSE WEALTH LLC (CAZENOVIA, NY) is newly SEC-registered with $29.4M RAUM and 1 advisory reps. IAPD ↗
$29.4M RAUM · 1 reps · 315-559-2834 · darkhorsewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EMERALD BAY WEALTH MANAGEMENT LLC (TAHOE CITY, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗
$184.2M RAUM · 2 reps · 415-482-0117 · ebwm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TODD WEALTH MANAGEMENT LLC (VENICE, FL) is newly SEC-registered with $133.1M RAUM and 1 advisory reps. IAPD ↗
$133.1M RAUM · 1 reps · 941-483-3732
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
REVALUE LLC (YPSILANTI, MI) is newly SEC-registered with $103.9M RAUM and 5 advisory reps. IAPD ↗
$103.9M RAUM · 5 reps · 888-642-2728
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PEAKVALLEY WEALTH, LLC (ROANOKE, VA) is newly SEC-registered with $107.3M RAUM and 4 advisory reps. IAPD ↗
$107.3M RAUM · 4 reps · 540-904-7969 · peakvalleywealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CASCADE FINANCIAL STRATEGIES (BEND, OR) is newly SEC-registered with $120.5M RAUM and 2 advisory reps. IAPD ↗
$120.5M RAUM · 2 reps · 541-678-5475 · cascadefs.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
IMMACULATE WEALTH MANAGEMENT, LLC (MESA, AZ) is newly SEC-registered with $119.0M RAUM and 2 advisory reps. IAPD ↗
$119.0M RAUM · 2 reps · 480-776-3511 · immaculatewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MACKAY FINANCIAL PLANNING, LLC (SPRINGFIELD, MO) is newly SEC-registered with $140.1M RAUM and 2 advisory reps. IAPD ↗
$140.1M RAUM · 2 reps · 417-268-9191 · mackayfinancialplanning.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
OPUS PRIVATE WEALTH GROUP, LLC (ORANGE, CA) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗
$102.0M RAUM · 2 reps · 714-660-7490
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CALIXTO GLOBAL INVESTORS, LP (CORAL GABLES, FL) is newly SEC-registered with $55.8M RAUM and 2 advisory reps. IAPD ↗
$55.8M RAUM · 2 reps · 305-602-3400
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SCHMITT WEALTH ADVISERS, LLC (CINCINNATI, OH) is newly SEC-registered with $117.8M RAUM and 2 advisory reps. IAPD ↗
$117.8M RAUM · 2 reps · (513) 813-1580 · prolifeinvestor.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LEGACY WEALTH ADVISORS, LLC (CLINTON TOWNSHIP, MI) is newly SEC-registered with $102.8M RAUM and 2 advisory reps. IAPD ↗
$102.8M RAUM · 2 reps · 586-273-0072
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PROVISION ASSET, LLC (location n/a) is newly SEC-registered with $100.8M RAUM and 6 advisory reps. IAPD ↗
$100.8M RAUM · 6 reps · 972-987-9651 · provisionasset.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ENCOMPASS ADVISORY SERVICES, LLC (KATY, TX) is newly SEC-registered with $102.6M RAUM and 7 advisory reps. IAPD ↗
$102.6M RAUM · 7 reps · 281-371-6300
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CHASTAIN WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗
$118.5M RAUM · 2 reps · 404-736-1261
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MWM WEALTH ADVISORY, LLC (PLYMOUTH, MN) is newly SEC-registered with $119.1M RAUM and 1 advisory reps. IAPD ↗
$119.1M RAUM · 1 reps · 763-478-9934 · mwm4wealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CHARLES RIVER WEALTH MANAGEMENT, LLC (BURLINGTON, MA) is newly SEC-registered with $100.8M RAUM and 1 advisory reps. IAPD ↗
$100.8M RAUM · 1 reps · (781) 270-5400 · kenannacar.myhomehq.biz
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BOSMAN WEALTH MANAGEMENT, LLC (REDLANDS, CA) is newly SEC-registered with $122.5M RAUM and 1 advisory reps. IAPD ↗
$122.5M RAUM · 1 reps · 909-792-6765 · bosmanwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TOPTIER WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $135.3M RAUM and 2 advisory reps. IAPD ↗
$135.3M RAUM · 2 reps · 262-989-8551 · toptierwealthmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BURNE FINANCIAL CONCEPTS, LLC (WATERTOWN, CT) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
$100.4M RAUM · 1 reps · (860) 417-2518
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STITES FINANCIAL CONSULTING (ROSEVILLE, CA) is newly SEC-registered with $105.2M RAUM and 2 advisory reps. IAPD ↗
$105.2M RAUM · 2 reps · 916-601-1992 · stitesfc.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC (BENTONVILLE, AR) is newly SEC-registered with $100.0M RAUM and 3 advisory reps. IAPD ↗
$100.0M RAUM · 3 reps · 479-273-5333
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
THE PENSION GROUP (DUBLIN, OH) is newly SEC-registered with $142.0M RAUM and 2 advisory reps. IAPD ↗
$142.0M RAUM · 2 reps · 614-423-4600 · thepensiongroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SUMMIT HILL WEALTH MANAGEMENT, LLC (GREENWOOD VILLAGE, CO) is newly SEC-registered with $118.1M RAUM and 2 advisory reps. IAPD ↗
$118.1M RAUM · 2 reps · 720-773-9297
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
NEWCORP WEALTH MANAGEMENT (ALPHARETTA, GA) is newly SEC-registered with $143.4M RAUM and 2 advisory reps. IAPD ↗
$143.4M RAUM · 2 reps · 404-996-6893 · newcorpwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
QM ADVISORS LLC (location n/a) is newly SEC-registered with $118.1M RAUM and 9 advisory reps. IAPD ↗
$118.1M RAUM · 9 reps · 404-965-3578 · qmadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SILA FINANCIAL, LLC (location n/a) is newly SEC-registered with $113.8M RAUM and 1 advisory reps. IAPD ↗
$113.8M RAUM · 1 reps · 425-605-9533
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WASSAW SOUND MANAGEMENT, LLC (SAVANNAH, GA) is newly SEC-registered with $112.3M RAUM and 1 advisory reps. IAPD ↗
$112.3M RAUM · 1 reps · 404-831-5109
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HUDSON OAK WEALTH ADVISORY LLC (HOBOKEN, NJ) is newly SEC-registered with $110.3M RAUM and 1 advisory reps. IAPD ↗
$110.3M RAUM · 1 reps · (646) 820-4858
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRILLIUM INVESTMENTS (EMERYVILLE, CA) is newly SEC-registered with $114.2M RAUM and 1 advisory reps. IAPD ↗
$114.2M RAUM · 1 reps · 510-601-8800 · trilliuminvestments.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RHEECO, INC. (NATICK, MA) is newly SEC-registered with $116.2M RAUM and 2 advisory reps. IAPD ↗
$116.2M RAUM · 2 reps · (508) 655-1185 · rhee.co
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALTUM WEALTH ADVISORS (CHICO, CA) is newly SEC-registered with $123.9M RAUM and 2 advisory reps. IAPD ↗
$123.9M RAUM · 2 reps · 530-924-0110 · yelp.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BESTGATE WEALTH ADVISORS, LLC (FREDERICK, MD) is newly SEC-registered with $129.2M RAUM and 4 advisory reps. IAPD ↗
$129.2M RAUM · 4 reps · 301-662-7220
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHYN CAPITAL MANAGEMENT LLC (HICKSVILLE, NY) is newly SEC-registered with $28.5M RAUM and 1 advisory reps. IAPD ↗
$28.5M RAUM · 1 reps · 516-500-1033 · alphyncap.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BRIGHTREE WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $108.0M RAUM and 1 advisory reps. IAPD ↗
$108.0M RAUM · 1 reps · 808-521-4401 · brightfg.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PARABLE WEALTH ADVISORS (ST AUGUSTINE, FL) is newly SEC-registered with $140.9M RAUM and 4 advisory reps. IAPD ↗
$140.9M RAUM · 4 reps · (904) 420-0008 · parableadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SHEPHERD STREET ADVISORS (LARKSPUR, CA) is newly SEC-registered with $107.6M RAUM and 2 advisory reps. IAPD ↗
$107.6M RAUM · 2 reps · 415-780-8758 · shepherdstreetadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SABBIA FARO WEALTH MANAGEMENT LLC (location n/a) is newly SEC-registered with $37.0M RAUM and 1 advisory reps. IAPD ↗
$37.0M RAUM · 1 reps · 917-502-4137
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
IRONOAK WEALTH (CEDAR PARK, TX) is newly SEC-registered with $114.5M RAUM and 5 advisory reps. IAPD ↗
$114.5M RAUM · 5 reps · 737-271-9421
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MUELLER WEALTH (MISHICOT, WI) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
$121.3M RAUM · 2 reps · 920-267-6710 · muellerwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WRIGHT COVE CAPITAL (PORTLAND, ME) is newly SEC-registered with $100.6M RAUM and 2 advisory reps. IAPD ↗
$100.6M RAUM · 2 reps · (207) 400-1392 · wrightcove.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
AVANTIA INVESTMENT SERVICES, LLC (SEATTLE, WA) is newly SEC-registered with $105.6M RAUM and 3 advisory reps. IAPD ↗
$105.6M RAUM · 3 reps · 425-589-0904
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALIGN FINANCIAL, LLC (HERMANTOWN, MN) is newly SEC-registered with $101.5M RAUM and 1 advisory reps. IAPD ↗
$101.5M RAUM · 1 reps · 218-336-2506 · align.financial
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ABACUS CAPITAL ADVISORS (PLANTATION, FL) is newly SEC-registered with $103.3M RAUM and 3 advisory reps. IAPD ↗
$103.3M RAUM · 3 reps · 9543614210
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GLOVER PARK WEALTH MANAGEMENT, LLC (ARLINGTON, VA) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗
$119.8M RAUM · 1 reps · (202) 926-3636
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WEALTH ENGAGEMENT (ATLANTA, GA) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
$100.4M RAUM · 1 reps · (917) 826-5955 · wealthengagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DIAMOND CLIENT GROUP, LLC (THE WOODLANDS, TX) is newly SEC-registered with $117.3M RAUM and 8 advisory reps. IAPD ↗
$117.3M RAUM · 8 reps · 832-319-1555
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $131.0M RAUM and 7 advisory reps. IAPD ↗
$131.0M RAUM · 7 reps · 262-939-1488 · purposecwm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GRAVER CAPITAL MANAGEMENT, LLC (COLUMBUS, OH) is newly SEC-registered with $122.0M RAUM and 2 advisory reps. IAPD ↗
$122.0M RAUM · 2 reps · 614-499-2500 · gravercapmgmt.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ETHOS CAPITAL MANAGEMENT, INC. (NEWTOWN, PA) is newly SEC-registered with $129.1M RAUM and 3 advisory reps. IAPD ↗
$129.1M RAUM · 3 reps · 215-968-1820 · ethoscapitaladvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC (CARY, NC) is newly SEC-registered with $140.0M RAUM and 4 advisory reps. IAPD ↗
$140.0M RAUM · 4 reps · 919-379-9000 · familylegacync.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CONVEXITAS (CHICAGO, IL) is newly SEC-registered with $163.7M RAUM and 2 advisory reps. IAPD ↗
$163.7M RAUM · 2 reps · 312-210-9650
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WERNER FINANCIAL (INDIANAPOLIS, IN) is newly SEC-registered with $102.7M RAUM and 2 advisory reps. IAPD ↗
$102.7M RAUM · 2 reps · 317-735-9202 · wernerfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
COMPASS PRIVATE WEALTH GROUP LLC (SHORT HILLS, NJ) is newly SEC-registered with $100.8M RAUM and 3 advisory reps. IAPD ↗
$100.8M RAUM · 3 reps · (908) 615-2249 · compasspw.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INVERSIONES SURA (MIAMI, FL) is newly SEC-registered with $103.0M RAUM and 1 advisory reps. IAPD ↗
$103.0M RAUM · 1 reps · 305 448-0014 · inversionessura.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. (KIRKLAND, WA) is newly SEC-registered with $103.6M RAUM and 2 advisory reps. IAPD ↗
$103.6M RAUM · 2 reps · 206-352-9205 · greystoneinvest.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ENTELEVEST, LLC (CORAL GABLES, FL) is newly SEC-registered with $110.3M RAUM and 2 advisory reps. IAPD ↗
$110.3M RAUM · 2 reps · 305-390-4197
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GAMBIT CAPITAL MANAGEMENT, LLC (location n/a) is newly SEC-registered with $101.3M RAUM and 4 advisory reps. IAPD ↗
$101.3M RAUM · 4 reps · (615) 237-2142
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PREVE INVERSIONES (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 59899284287
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BURNHAM & COMPANY LLC (GRAND RAPIDS, MI) is newly SEC-registered with $117.7M RAUM and 4 advisory reps. IAPD ↗
$117.7M RAUM · 4 reps · 616-430-5105 · burnhamandco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
J.R. PRUNIER CAPITAL MANAGEMENT LLC (HOLDEN, MA) is newly SEC-registered with $126.2M RAUM and 1 advisory reps. IAPD ↗
$126.2M RAUM · 1 reps · 508-756-8080 · jrprunier.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ADDIGENCE CORPORATION (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 917 923 9649 · addigence.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RSG INVESTMENTS LLC (OVERLAND PARK, KS) is newly SEC-registered with $116.4M RAUM and 9 advisory reps. IAPD ↗
$116.4M RAUM · 9 reps · 9136859422 · rsgusa.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MACK & CO. PARTNERS, LP (DALLAS, TX) is newly SEC-registered with $102.5M RAUM and 3 advisory reps. IAPD ↗
$102.5M RAUM · 3 reps · (945) 293-6405 · mackco.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CAROLINA STRATEGY, LLC (location n/a) is newly SEC-registered with $111.8M RAUM and 1 advisory reps. IAPD ↗
$111.8M RAUM · 1 reps · 980-269-9899 · carolinastrategy.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GENERATIONAL PRIVATE WEALTH (location n/a) is newly SEC-registered with $145.0M RAUM and 1 advisory reps. IAPD ↗
$145.0M RAUM · 1 reps · 571-244-8764 · genprivatewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PELTOMA CAPITAL PARTNERS (location n/a) is newly SEC-registered with $108.8M RAUM and 2 advisory reps. IAPD ↗
$108.8M RAUM · 2 reps · 937-416-5966
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
IVANOFF WEALTH MANAGEMENT INC. (CYPRESS, CA) is newly SEC-registered with $109.2M RAUM and 3 advisory reps. IAPD ↗
$109.2M RAUM · 3 reps · 714-262-1658 · ivanoffinsights.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SUNRISE FINANCIAL SERVICES LLC (BURIEN, WA) is newly SEC-registered with $114.4M RAUM and 2 advisory reps. IAPD ↗
$114.4M RAUM · 2 reps · 206-420-8520
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RIGDEN CAPITAL STRATEGIES (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 303-351-1618 · rigdencapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
E-WEALTH PARTNERS (MINNETONKA, MN) is newly SEC-registered with $112.9M RAUM and 4 advisory reps. IAPD ↗
$112.9M RAUM · 4 reps · 952.800.2121
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
INTREPID TECHNOLOGY LLC (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 786-909-6779 · intrepidmarketsai.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MANWARING WEALTH MANAGEMENT (GILBERT, AZ) is newly SEC-registered with $108.0M RAUM and 2 advisory reps. IAPD ↗
$108.0M RAUM · 2 reps · 480-744-1112
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FIFR (location n/a) is newly SEC-registered with $42.2M RAUM and 4 advisory reps. IAPD ↗
$42.2M RAUM · 4 reps · 818-605-4900 · fifr.io
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BAM WEALTH MANAGEMENT LLC (LAKEWOOD, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 303-531-5055 · bamadvisorygroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CURTIS CAPITAL ADVISORS (OVERLAND PARK, KS) is newly SEC-registered with $125.5M RAUM and 2 advisory reps. IAPD ↗
$125.5M RAUM · 2 reps · 913-344-5443
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TWENTYTHREE ADVISORY (location n/a) is newly SEC-registered with $31.5M RAUM and 1 advisory reps. IAPD ↗
$31.5M RAUM · 1 reps · 334-224-1791 · twentythreeadvisory.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ACTIVO CAPITAL (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 305-570-8277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MANENTIA WEALTH CONSULTING INC. (GREAT NECK, NY) is newly SEC-registered with $45.2M RAUM and 5 advisory reps. IAPD ↗
$45.2M RAUM · 5 reps · 775-237-8852 · mwcgroup.us
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SHAPOSHNIK CAPITAL MANAGEMENT LLC (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (424) 278-1285
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
A|C MANAGEMENT TECH LLC (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 786-527-0038 · assetmanagertech.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GAINSPOLETTI WEALTH PLANNERS (CLEVELAND, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 662-843-6090 · gainspoletti.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HORAN WEALTH, LLC (CINCINNATI, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 19 advisory reps. IAPD ↗
$0 RAUM · 19 reps · 513-745-0707 · horanwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRUSS (SAN FRANCISCO, CA) is newly SEC-registered with $1,000 RAUM and 1 advisory reps. IAPD ↗
$1,000 RAUM · 1 reps · (415) 649-9317 · trusspayments.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MARKET INVESTMENT GROUP, LLC (WICHITA, KS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 17 advisory reps. IAPD ↗
$0 RAUM · 17 reps · 316-252-8707 · marketadvisorygroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MANHATTAN GLOBAL ASSET MANAGEMENT LLC (LAS VEGAS, NV) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 702-784-7616 · manhattangam.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARROLL ADVISORY GROUP (TEXARKANA, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 903-793-4014 · carrolladvisory.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FNEX WEALTH, LLC (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 317-445-7676 · fnexwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MFG PRIVATE WEALTH (CANONSBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 412-3412-888 · mfgplanners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FINTURO INC. (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 510-485-1584 · finturo.co
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TREEVIEW CAPITAL (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 425-224-2552 · treeview.capital
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EVE WEALTH (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 302-440-5497 · evewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
W&S ADVISORY SERVICES, LLC (CINCINNATI, OH) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 513-362-8176 · meetfabric.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STORMS & ROWDON FINANCIAL SERVICES, INC. (ORMOND BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (386) 677-0191 · stormsandrowdon.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CEDARWOOD WEALTH (HIGHLANDS RANCH, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 303-495-9999 · cedarwoodwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FLFS ADVISORY LLC (VICTOR, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 646-395-3900
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
AGMAN CAPITAL (OMAHA, NE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (574) 607-7329
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SANTA BARBARA MANAGEMENT (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 734-604-9891 · santabarbaramanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WEALTHETIC LLC (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (858) 750-1618 · wealthetic.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KINGDOM LEGACY ADVISORS (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 612-965-3063 · kingdomlegacyadv.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ETZ ADVISORY LLC (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 720-936-3368 · etzadvisor.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BARZIDEH & NADEAU WEALTH MANAGEMENT LLC (BARRINGTON, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 847-780-2980 · bnwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WARNER WEALTH (MADISON, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 203-929-2727
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
AI ALPHA LLC (GRAND RAPIDS, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 616-655-1694 · my-aialpha.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALCYON WEALTH ADVISORS, LLC (YOUNGSTOWN, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (617) 800-0388
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EXPONENT WEALTH (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (801) 494-4235
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CEDRUS WEALTH GROUP (ANDOVER, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 763-400-3224 · cedruswealthgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MARTIN, JAVAN VON (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 717-336-9229
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ACTIVA FINANCIAL (KEY BISCAYNE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 305-775-3874
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALTERIS CAPITAL PARTNERS, LLC (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 832-649-8111
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TIAA WEALTH MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 212-490-9000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MERAMEC FINANCIAL PLANNERS, LLC (CLAYTON, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 314-496-7067
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CAMBIENT FAMILY OFFICE, LLC (FRUITPORT, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (231) 740-5964
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WEALTHMEUP ADVISORS LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 475-287-8035 · wealthmeup.ai
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PLAGENS & TAYLOR WEALTH MANAGEMENT (SAN ANGELO, TX) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 325-486-8600
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
YARASH GLOBAL SOLUTIONS INC. (GLENDALE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (877) 927-2741 · yarashglobal.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PELICAN FINANCIAL PLANNING AND WEALTH, PLLC (JUPITER, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 561-818-3003 · pelicanfinancialplanning.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VERITA STRATEGIC WEALTH PARTNERS, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 4157866431
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SUMMIT WEALTH GROUP (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 25 advisory reps. IAPD ↗
$0 RAUM · 25 reps · 7196334033 · summitwealthgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ELEVATED PRIVATE WEALTH (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 715-797-3358 · elevatedprivatewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ENCLAVE DIGITAL WEALTH, LLC (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 720-203-9897 · enclavegroup.io
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ROOTED FINANCIAL GROUP, LLC (TIGARD, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 503-207-2067
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
QUESTMONT VIRTUAL FAMILY OFFICE, LLC (TAMPA, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 813-212-1701
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CONVERSE TEAM FINANCIAL SERVICES, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 785-317-0722
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALPHA ROCK INVESTMENTS, LLC (MALVERN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 610-721-1277 · alpharockinvestments.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
40 NORTH WEALTH LLC (AURORA, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 402 917 3345
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
OASIS ADVISORS (FOREST CITY, IA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 advisory reps. IAPD ↗
$0 RAUM · 11 reps · 715-843-5518
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FORS FINANCIAL (PORT ANGELES, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 360-457-6116 · forsfinancialconsulting.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
HACKMAN CAPITAL PARTNERS, LLC (CULVER CITY, CA) is newly SEC-registered with $2.31B RAUM and 17 advisory reps. IAPD ↗fund
$2.31B RAUM · 17 reps · 310-473-8900 · hackmancapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
WAYSTONE ASSET MANAGEMENT (USA) LLC (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 312-724-9036
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
C1 ADVISORS LLC (PALO ALTO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 6503747800 · c1fund.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
VARIADIC LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $25.0M RAUM and 11 advisory reps. IAPD ↗institutional
$25.0M RAUM · 11 reps · 646-384-8680 · variadic.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
SECONDMARKET FINANCIAL, 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 · 646-968-7000 · vimeo.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
LATTIS MANAGEMENT LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · +1 646 639 3113
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
AUDAX PDB MANAGEMENT COMPANY, LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 71 advisory reps. IAPD ↗institutional
$0 RAUM · 71 reps · 212-703-2700
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
MOZAYYX MANAGEMENT LLC (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 512-522-9690 · mozayyx.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
FREMEN CAPITAL (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 203-442-5712
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
CAIRD INVESTMENTS (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (469)729-0530 · cairdinvestments.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
BLACK LAKE INVESTMENTS LLC (SHOREWOOD, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 215.913.2782 · blacklakeinvestments.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
CIBRA CAPITAL LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 442037256245
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
FBMC RETIREMENT SOLUTIONS, LLC (TALLAHASSEE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 850-425-6200
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
DERBY LANE (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 917-232-0856
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
GARNET CREDIT MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 212-970-6601 · garnetcredit.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
SIMPLEADVISORY LLC (GARDEN CITY, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 516-464-5500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
ASPEN RENEWABLE INVESTMENTS, L.L.C. (NEW YORK, NY) is newly SEC-registered with $1.02B RAUM and 6 advisory reps. IAPD ↗fund
$1.02B RAUM · 6 reps · 212-478-0000 · desri.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
REPOWER HOLDINGS LLP (DOVER, DE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 248-786-9850 · repowerholdings.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
2E CAPITAL PARTNERS 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 · 212 203 8042
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
DARWINS RIVER 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 · 347-504-9817
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
TIAA WEALTH INVESTMENT MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 212-490-9000
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
THREE FIFTY EIGHT INVESTMENT GROUP, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · (203) 722-0526 · 358investmentgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
ROYALTY PHARMA MANAGER, LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 212.883.0200
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
AMPLIUS ASSET MANAGEMENT, LLC (BLUE BELL, PA) is newly SEC-registered with $0 RAUM and 8 advisory reps. IAPD ↗institutional
$0 RAUM · 8 reps · 215-310-7770
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
SEABURY CAPITAL MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 347-583-7807 · seaburycapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
MPACT CAPITAL (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 917-348-8649 · mpactcap.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
ROYALTY PHARMA SUB-MANAGER, LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 212-883-0200
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
PRUNE (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 855-778-6367 · prune.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
SMA CAPITAL LLC (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (860) 839-0074 · smacap.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
SAVA CAPITAL LLC (DORADO, PR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 914-924-4988
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
PANTHEON INFRA ADVISORS, LLC (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 415-249-6200 · pantheon.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
TELESCOPE PARTNERS LLC (SAN FRANCISCO, CA) is newly SEC-registered with $819.7M RAUM and 7 advisory reps. IAPD ↗fund
$819.7M RAUM · 7 reps · 650-550-0885
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
4D ADVISORS, LLC (REDONDO BEACH, CA) is newly SEC-registered with $262.2M RAUM and 2 advisory reps. IAPD ↗fund
$262.2M RAUM · 2 reps · 310-346-9928 · 4dadvisorsllc.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
VELOCITY CAPITAL MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $256.4M RAUM and 7 advisory reps. IAPD ↗fund
$256.4M RAUM · 7 reps · 212-540-7133
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
10 EAST PARTNERS LLC (NEW YORK, NY) is newly SEC-registered with $253.4M RAUM and 6 advisory reps. IAPD ↗fund
$253.4M RAUM · 6 reps · (646) 532-2440 · app.10east.co
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
ONE BOW RIVER ADVISERS, LLC. (COLORADO SPRINGS, CO) is newly SEC-registered with $519.0M RAUM and 8 advisory reps. IAPD ↗fund
$519.0M RAUM · 8 reps · (303) 861-8466 · onebowriver.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
BROADVIEW MANAGEMENT, LLC (ST. LOUIS, MO) is newly SEC-registered with $335.0M RAUM and 12 advisory reps. IAPD ↗fund
$335.0M RAUM · 12 reps · 314-366-3240
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
WOODLOCK HOUSE FAMILY CAPITAL (location n/a) is newly SEC-registered with $189.9M RAUM and 1 advisory reps. IAPD ↗fund
$189.9M RAUM · 1 reps · 240-644-8169
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
ALTRIARCH ASSET MANAGEMENT, LLC (CHARLESTON, SC) is newly SEC-registered with $163.6M RAUM and 5 advisory reps. IAPD ↗fund
$163.6M RAUM · 5 reps · 704-607-8840 · altriarch.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
PROSPERA FUNDS, INC. (ISLE OF PALMS, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund
$0 RAUM · 2 reps · (512) 660-8038 · prosperaf.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
EREZ ASSET MANAGEMENT, LLC (NEW ROCHELLE, NY) is newly SEC-registered with $30.1M RAUM and 1 advisory reps. IAPD ↗fund
$30.1M RAUM · 1 reps · 917-455-9764 · erezassetmgmt.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
M37 MANAGEMENT LP (MENLO PARK, CA) is newly SEC-registered with $232.6M RAUM and 4 advisory reps. IAPD ↗fund
$232.6M RAUM · 4 reps · 347-267-1584 · m37.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
TOWNSHIP CAPITAL, LLC (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $80.8M RAUM and 6 advisory reps. IAPD ↗fund
$80.8M RAUM · 6 reps · 561-918-1220 · townshipinc.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
SABA LT, LP (NEW YORK, NY) is newly SEC-registered with $178.4M RAUM and 6 advisory reps. IAPD ↗fund
$178.4M RAUM · 6 reps · 646-569-3030
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
PEACHTREE GROUP (ATLANTA, GA) is newly SEC-registered with $155.7M RAUM and 68 advisory reps. IAPD ↗fund
$155.7M RAUM · 68 reps · 404-497-4111
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
COASTLANDS CAPITAL LP (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗fund
$0 RAUM · 1 reps · 415-322-8245
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
70
VINVA INVESTMENT MANAGEMENT (SYDNEY, NSW, Australia) is newly SEC-registered with $14.67B RAUM and 15 advisory reps. IAPD ↗foreign
$14.67B RAUM · 15 reps · +612 8298 4700 · vinva.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
68
ASTARIS CAPITAL MANAGEMENT LLP (LONDON, United Kingdom) is newly SEC-registered with $721.0M RAUM and 5 advisory reps. IAPD ↗foreign
$721.0M RAUM · 5 reps · +44 20 7590 5400 · astaris.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
68
INTERNATIONAL MONEY MATTERS PVT LTD (BANGALORE, KARNATAKA, India) is newly SEC-registered with $311.6M RAUM and 21 advisory reps. IAPD ↗foreign
$311.6M RAUM · 21 reps · +91 8049904565 · immpl.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
DRAGON CAPITAL MANAGEMENT (HK) LIMITED (CENTRAL, Hong Kong) is newly SEC-registered with $95.8M RAUM and 1 advisory reps. IAPD ↗foreign
$95.8M RAUM · 1 reps · 85239798100 · dragoncapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
FINQ AI (TEL AVIV, Israel) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · +972 508258824 · finqai.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
TAULA CAPITAL MANAGEMENT (DIFC) LTD (DUBAI, United Arab Emirates) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · +97 14323 0800 · taulacapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
HIGHGATE GROUP USA INC. (MONTREAL, QUEBEC, Canada) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · 514-789-7140
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
SYGNUS CAPITAL SL LIMITED (CASTRIES, Saint Lucia) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
$0 RAUM · 2 reps · (758) 731-3500
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
Q WEALTH USA INC. (TORONTO, ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 1-833-793-2584
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
DA INV (LONDON, United Kingdom) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗foreign
$0 RAUM · 4 reps · 917-202-2007 · dolarapp.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
VENICE CAPITAL LLC (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
$0 RAUM · 2 reps · +55 (11) 96406-9906
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
ALAMUT CAPITAL (TORONTO, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 647 574 4093 · alamut.capital
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
website changed — 197 Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
30
ROTHSCHILD INVESTMENT changed its website from rothschildinv.com to rothschildwealth.com. IAPD ↗
$2.31B RAUM · 18 reps · 312-983-8900 · rothschildwealth.com
Marketing & brand
30
SAGE, RUTTY & CO., INC. changed its website from sageruttyuniversity.com to sagerutty401k.com. IAPD ↗
$3.02B RAUM · 35 reps · 585-232-3760 · sagerutty401k.com
Marketing & brand
30
SCHWARTZ INVESTMENT COUNSEL INC changed its website from schwartzinvest.com to schwartzvaluefocusedfund.com. IAPD ↗
$3.65B RAUM · 11 reps · 7344557777 · schwartzvaluefocusedfund.com
Marketing & brand
30
CAPITAL MANAGEMENT ASSOCIATES INC changed its website from first-advisors.com to tomluing.com. IAPD ↗
$1.63B RAUM · 17 reps · 952-893-1200 · tomluing.com
Marketing & brand
30
WASATCH ADVISORS LP changed its website from wasatchfunds.com to wasatchglobal.com. IAPD ↗
$27.92B RAUM · 48 reps · 801-533-0777 · wasatchglobal.com
Marketing & brand
30
MASLOW WEALTH ADVISORS changed its website from durbinbennettwealth.com to maslow-wealth.com. IAPD ↗
$2.07B RAUM · 15 reps · 512-610-6930 · maslow-wealth.com
Marketing & brand
30
OBERMEYER WEALTH PARTNERS changed its website from obermeyerwood.com to obermeyerwealth.com. IAPD ↗
$2.61B RAUM · 13 reps · 970-925-8747 · obermeyerwealth.com
Marketing & brand
30
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC changed its website from aroundthecurve.com to icx.efrontcloud.com. IAPD ↗
$66.45B RAUM · 47 reps · 215-609-3500 · icx.efrontcloud.com
Marketing & brand
30
TRILLIUM ASSET MANAGEMENT changed its website from trilliuminvest.com to trilliummutualfunds.com. IAPD ↗
$5.01B RAUM · 38 reps · 617-423-6655 · trilliummutualfunds.com
Marketing & brand
30
ARGENT ADVISORS, INC. changed its website from argentfinanical.com to ruston.argentadvisors.com. IAPD ↗
$1.46B RAUM · 13 reps · 318-324-8000 · ruston.argentadvisors.com
Marketing & brand
30
LNW changed its website from vimeo.com to lnwadvisors.com. IAPD ↗
$4.53B RAUM · 44 reps · 206-464-5100 · lnwadvisors.com
Marketing & brand
30
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. changed its website from acrinv-rps.com to acropolisinvestment.biz. IAPD ↗
$2.20B RAUM · 39 reps · 888-882-0072 · acropolisinvestment.biz
Marketing & brand
30
MIDWEST CAPITAL ADVISORS, LLC changed its website from midwestcap.com to mcagps.com. IAPD ↗
$1.13B RAUM · 7 reps · 616-454-9600 · mcagps.com
Marketing & brand
30
ORG PORTFOLIO MANAGEMENT LLC changed its website from orgpm.com to orgrealproperty.com. IAPD ↗
$5.92B RAUM · 15 reps · 216-468-0055 · orgrealproperty.com
Marketing & brand
30
BILL FEW ASSOCIATES, INC. changed its website from google.com to g.co. IAPD ↗
$2.64B RAUM · 29 reps · 412 630-6000 · g.co
Marketing & brand
30
NARWHAL CAPITAL MANAGEMENT changed its website from narwhalcapital.com to narwhal.com. IAPD ↗
$1.76B RAUM · 11 reps · (770) 344-0172 · narwhal.com
Marketing & brand
30
EJF CAPITAL LLC changed its website from senecaservicing.com to ejfi.com. IAPD ↗
$6.51B RAUM · 20 reps · 703-997-5728 · ejfi.com
Marketing & brand
30
FIRST PACIFIC ADVISORS, LP changed its website from fpafunds.com to fpag.fpa.com. IAPD ↗
$26.70B RAUM · 20 reps · 800-982-4372 · fpag.fpa.com
Marketing & brand
30
STRATEGIC FINANCIAL CONCEPTS, LLC changed its website from benefitplanninggroup.net to solinskygroup.com. IAPD ↗
$1.01B RAUM · 41 reps · 210-737-7800 · solinskygroup.com
Marketing & brand
30
BENEFIT FINANCIAL SERVICES GROUP changed its website from bfsg-az.com to bfsg.com. IAPD ↗
$1.29B RAUM · 26 reps · 949-955-2552 · bfsg.com
Marketing & brand
30
SENDERO WEALTH MANAGEMENT, LLC changed its website from sendero.com to senderowealthmanagement.com. IAPD ↗
$5.82B RAUM · 18 reps · 210-805-0171 · senderowealthmanagement.com
Marketing & brand
30
CS PLANNING CORP changed its website from richardsonwealthmanagement.com to seltunfg.com. IAPD ↗
$1.27B RAUM · 48 reps · 503-292-5853 · seltunfg.com
Marketing & brand
30
BAY COLONY ADVISORS changed its website from essentialassetmanagement.net to davidboczar.com. IAPD ↗
$1.26B RAUM · 30 reps · 978-369-7200 · davidboczar.com
Marketing & brand
30
CGN ADVISORS, LLC changed its website from stowersfinancialplanning.com to arcadiafs.com. IAPD ↗
$1.26B RAUM · 40 reps · 910-333-6659 · arcadiafs.com
Marketing & brand
30
CLARO ADVISORS, LLC changed its website from claroadvisorspatrickmcnamara.com to jimabbottclaroadvisors.com. IAPD ↗
$1.28B RAUM · 16 reps · (800) 604-2838 · jimabbottclaroadvisors.com
Marketing & brand
30
TIDAL INVESTMENTS LLC changed its website from torosoadvisors.com to tidalfinancialgroup.com. IAPD ↗
$27.26B RAUM · 19 reps · 855-843-2534 · tidalfinancialgroup.com
Marketing & brand
30
NORTHWEST FINANCIAL ADVISORS LLC changed its website from nwfllc.com to jvaladez.nwfllc.com. IAPD ↗
$1.92B RAUM · 35 reps · 703-810-1072 · jvaladez.nwfllc.com
Marketing & brand
30
GOLDEN STATE WEALTH MANAGEMENT, LLC changed its website from rohlingwealth.com to curtishoward.com. IAPD ↗
$1.84B RAUM · 47 reps · 866.273.1563 · curtishoward.com
Marketing & brand
30
INVST, LLC changed its website from invst4life.com to levinefinancial.net. IAPD ↗
$1.79B RAUM · 39 reps · 317-202-1891 · levinefinancial.net
Marketing & brand
30
PRINCIPAL STREET PARTNERS, LLC changed its website from prinicpalstreetfunds.com to principalstreet.com. IAPD ↗
$2.86B RAUM · 5 reps · 844-678-6900 · principalstreet.com
Marketing & brand
30
EVERSOURCE WEALTH ADVISORS, LLC changed its website from clarionwealth.com to cornerstone360advisors.com. IAPD ↗
$3.95B RAUM · 40 reps · 205-982-5515 · cornerstone360advisors.com
Marketing & brand
30
SGROI WEALTH ADVISORY GROUP LLC changed its website from sgroifinancial.com to sgroilawley.com. IAPD ↗
$1.08B RAUM · 13 reps · 716-674-6700 · sgroilawley.com
Marketing & brand
30
ACCURATE WEALTH MANAGEMENT, LLC changed its website from seacureadvisors.com to accurateadvisorygroup.com. IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
Marketing & brand
30
SONORA INVESTMENT MANAGEMENT changed its website from focusfinancialpartners.com to invmgmt.com. IAPD ↗
$2.44B RAUM · 12 reps · 520-624-4554 · invmgmt.com
Marketing & brand
30
KAUFMAN HALL INVESTMENT MANAGEMENT changed its website from kaufmanhall.com to khim.com. IAPD ↗
$2.31B RAUM · 7 reps · 224-7243809 · khim.com
Marketing & brand
30
DIVERSIFY WEALTH MANAGEMENT, LLC changed its website from firstpurpose.com to caliberwealthmanagement.com. IAPD ↗
$2.53B RAUM · 48 reps · 801-838-9999 · caliberwealthmanagement.com
Marketing & brand
28
ALLIANCE ADVISORY & SECURITIES, LLC changed its website from allianceadvisory.com to aewealth.com. IAPD ↗
$639.4M RAUM · 16 reps · 805-371-8020 · aewealth.com
Marketing & brand
28
FIDUCIARY ADVISORS, LLC changed its website from managedplan.com to fiduciaryadvisors.com. IAPD ↗
$464.5M RAUM · 1 reps · 801-492-7341 · fiduciaryadvisors.com
Marketing & brand
28
LAWSON KROEKER INVESTMENT MANAGEMENT INC changed its website from lkfunds.com to lawsonkroeker.com. IAPD ↗
$682.7M RAUM · 5 reps · 402-392-2606 · lawsonkroeker.com
Marketing & brand
28
TRUST ADVISORY GROUP LTD changed its website from orionwealthadvisors.com to paramountfingrp.com. IAPD ↗
$494.4M RAUM · 30 reps · 800-292-2411 · paramountfingrp.com
Marketing & brand
28
ITS ASSET MANAGEMENT, L.P. changed its website from itsconnect.com to ptsmanagement.com. IAPD ↗
$282.8M RAUM · 2 reps · 203-234-9499 · ptsmanagement.com
Marketing & brand
28
PRENTISS SMITH & COMPANY, INC. changed its website from socialinvesting.com to prentiss-smith.com. IAPD ↗
$437.0M RAUM · 5 reps · 802-254-2913 · prentiss-smith.com
Marketing & brand
28
D. SCOTT NEAL, INC. changed its website from dscottneal.com to dsneal.com. IAPD ↗
$352.0M RAUM · 6 reps · 859-254-3036 · dsneal.com
Marketing & brand
28
CENTURY MANAGEMENT FINANCIAL ADVISORS changed its website from cmadvisorsfunds.com to centman.com. IAPD ↗
$568.6M RAUM · 11 reps · 512-329-0050 · centman.com
Marketing & brand
28
SHILANSKI & ASSOCIATES, INC. changed its website from shilanski.com to plan-your-federal-retirement.com. IAPD ↗
$420.3M RAUM · 6 reps · 907-278-1351 · plan-your-federal-retirement.com
Marketing & brand
28
CONCORD WEALTH PARTNERS changed its website from custom.concordwealthpartners.com to cavenessadvisory.com. IAPD ↗
$946.0M RAUM · 10 reps · 276-628-5910 · cavenessadvisory.com
Marketing & brand
28
FINANCIAL FREEDOM changed its website from finfree.com to finfreeohio.com. IAPD ↗
$407.1M RAUM · 2 reps · 513-697-6400 · finfreeohio.com
Marketing & brand
28
MARYLAND FINANCIAL GROUP, INC. changed its website from barnettwealthadvisors.com to tmg-llc.net. IAPD ↗
$880.3M RAUM · 37 reps · 301-251-8550 · tmg-llc.net
Marketing & brand
28
KEATING FINANCIAL ADVISORY SERVICES changed its website from theconverseteam.com to purposefulwealthadvisors.com. IAPD ↗
$330.0M RAUM · 30 reps · 785-537-0366 · purposefulwealthadvisors.com
Marketing & brand
28
REAP FINANCIAL GROUP, LLC changed its website from reapprivateclient.com to taxfreedomsummit.com. IAPD ↗
$510.2M RAUM · 7 reps · 512-249-7300 · taxfreedomsummit.com
Marketing & brand
28
SEMMAX FINANCIAL ADVISORS, INC. changed its website from gruposemmax.com to quieroretirarmidinero.com. IAPD ↗
$395.3M RAUM · 7 reps · 336-856-0080 · quieroretirarmidinero.com
Marketing & brand
28
HARVEST FINANCIAL ADVISORS, LLC changed its website from harvestadviser.com to harvest-advisor.com. IAPD ↗
$582.6M RAUM · 5 reps · 513-779-3030 · harvest-advisor.com
Marketing & brand
28
CAPE INVESTMENT ADVISORY, INC. changed its website from sequoiaadvisoryservices.com to glacierwealthmanagement.com. IAPD ↗
$402.4M RAUM · 40 reps · 678-583-1120 · glacierwealthmanagement.com
Marketing & brand
28
LSIA changed its website from lsiawealth.com to thelsiaway.com. IAPD ↗
$916.0M RAUM · 4 reps · 414-459-1759 · thelsiaway.com
Marketing & brand
28
HT PARTNERS LLC changed its website from htpartnersiq.com to htpartnersfamilywealth.com. IAPD ↗
$503.4M RAUM · 5 reps · 860-662-4197 · htpartnersfamilywealth.com
Marketing & brand
28
ELEVATE WEALTH ADVISORY, INC. changed its website from vickeryfinancial.com to elevate-wealth.com. IAPD ↗
$338.1M RAUM · 7 reps · 706-353-2728 · elevate-wealth.com
Marketing & brand
28
16TH AMENDMENT ADVISORS LLC changed its website from 16thadvisors.com to 16rock.com. IAPD ↗
$323.6M RAUM · 6 reps · 212-332-1600 · 16rock.com
Marketing & brand
28
THE LLOYD ADVISORY GROUP changed its website from thelloydgroupinc.com to lloydadvisorygroup.com. IAPD ↗
$371.8M RAUM · 7 reps · 770-932-0387 · lloydadvisorygroup.com
Marketing & brand
28
BELMONT CAPITAL GROUP changed its website from belmontcapitalgroup.com to belmontcapfunds.com. IAPD ↗
$931.4M RAUM · 4 reps · 310-203-2670 · belmontcapfunds.com
Marketing & brand
28
SOUTHLAND EQUITY PARTNERS, LLC. changed its website from westernreservecm.com to grpwealthstrategies.com. IAPD ↗
$785.3M RAUM · 21 reps · 770.998.5879 · grpwealthstrategies.com
Marketing & brand
28
CREAND MANAGEMENT changed its website from creditandorragroup.com to creand.us. IAPD ↗
$533.4M RAUM · 11 reps · 305-358-8844 · creand.us
Marketing & brand
28
LEGACY FINANCIAL GROUP changed its website from legendsatlegacycarshow.com to sfsplanners.info. IAPD ↗
$840.4M RAUM · 13 reps · 515-255-3306 · sfsplanners.info
Marketing & brand
28
AVALAN, LLC changed its website from avalanwealth.com to winewomenworth.com. IAPD ↗
$488.9M RAUM · 10 reps · 805-962-7725 · winewomenworth.com
Marketing & brand
28
BCP ADVISORS LLC changed its website from bcpglobal.com to monexinvestor.com. IAPD ↗
$291.7M RAUM · 5 reps · 305-415-0060 · monexinvestor.com
Marketing & brand
28
MRAZ AND ASSOCIATES changed its website from mrazamerine.com to mrazandassociates.com. IAPD ↗
$784.9M RAUM · 6 reps · (209) 593-5870 · mrazandassociates.com
Marketing & brand
28
INVESTOR FAN changed its website from thewaytoinvest.com to facebook.com.sherpawealthstrategies. IAPD ↗
$427.7M RAUM · 11 reps · 425-372-7517 · facebook.com.sherpawealthstrategies
Marketing & brand
28
SOLOMON API LLC changed its website from arseneauadvisory.com to solomonapi.com. IAPD ↗
$362.0M RAUM · 3 reps · 321-888-2599 · solomonapi.com
Marketing & brand
28
BCU WEALTH ADVISORS, LLC changed its website from targetcu.org to uhgcu.org. IAPD ↗
$535.0M RAUM · 3 reps · 847-932-8007 · uhgcu.org
Marketing & brand
28
PARAGON FINANCIAL SERVICES changed its website from paragonfinancialservices.biz to investparagon.com. IAPD ↗
$337.4M RAUM · 4 reps · 804-673-8888 · investparagon.com
Marketing & brand
28
AFFINITY CAPITAL ADVISORS LLC changed its website from affinitycapadv.com to affinitycapital.com. IAPD ↗
$636.1M RAUM · 4 reps · 510-984-0261 · affinitycapital.com
Marketing & brand
28
VALIDEX GLOBAL INVESTING changed its website from validusgrowth.com to validex.co. IAPD ↗
$304.8M RAUM · 2 reps · 858-410-1410 · validex.co
Marketing & brand
28
BRIGHTWATER ADVISORY, LLC changed its website from tampaasset.com to brightwateradvisory.com. IAPD ↗
$276.6M RAUM · 2 reps · 813-251-6310 · brightwateradvisory.com
Marketing & brand
28
S.E.E.D. PLANNING GROUP, LLC changed its website from seedpg.com to seedplanninggroup.com. IAPD ↗
$490.9M RAUM · 17 reps · (607) 217-5091 · seedplanninggroup.com
Marketing & brand
28
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC changed its website from smore.com to ridgeviewasset.com. IAPD ↗
$321.5M RAUM · 2 reps · 203-595-5535 · ridgeviewasset.com
Marketing & brand
28
ORIN GREEN FINANCIAL, LLC changed its website from oringreenfinancial.com to willowcreekfinancial..com. IAPD ↗
$463.8M RAUM · 4 reps · (858) 634-3232 · willowcreekfinancial..com
Marketing & brand
28
BEACON GLOBAL ADVISOR NETWORK, LLC changed its website from beaconglobaladvisors.com to bganetwork.com. IAPD ↗
$396.9M RAUM · 50 reps · 888-679-6474 · bganetwork.com
Marketing & brand
28
FORTRESS PRIVATE LEDGER, LLC changed its website from fortressretirementplanadvisors.com to myept.com. IAPD ↗
$346.1M RAUM · 15 reps · 919-322-2761 · myept.com
Marketing & brand
28
PANORAMIC INVESTMENT ADVISORS changed its website from panoramicia.com to insightassetmgmt.com. IAPD ↗
$292.5M RAUM · 8 reps · 303-691-1808 · insightassetmgmt.com
Marketing & brand
28
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC changed its website from blakeschutter.com to bstwealthadvisors.com. IAPD ↗
$463.3M RAUM · 4 reps · 9379567875 · bstwealthadvisors.com
Marketing & brand
28
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC changed its website from edwardsadvisorlegacy.com to bfewealth.com. IAPD ↗
$894.0M RAUM · 14 reps · 314-726-1600 · bfewealth.com
Marketing & brand
28
CORE ADVISORY GROUP changed its website from strosserwealth.com to kingwealthpartners.com. IAPD ↗
$296.8M RAUM · 10 reps · 803-324-5464 · kingwealthpartners.com
Marketing & brand
28
GETTINGS BUSCH WEALTH MANAGEMENT changed its website from gettingsreed.com to auroramgt.com. IAPD ↗
$444.1M RAUM · 7 reps · 765-742-7366 · auroramgt.com
Marketing & brand
28
UNION HERITAGE CAPITAL changed its website from unionheritagecapital.com to unionheritage.com. IAPD ↗
$279.8M RAUM · 1 reps · 313-300-0207 · unionheritage.com
Marketing & brand
28
PACIFIC POINT ADVISORS, LLC changed its website from pacificpointwm.com to pacificpointcapital.com. IAPD ↗
$345.6M RAUM · 4 reps · 858-356-6600 · pacificpointcapital.com
Marketing & brand
28
THEPARTNERS WEALTH MANAGEMENT changed its website from wilkinswealthmgmt.com to twsfinancialplanning.com. IAPD ↗
$454.5M RAUM · 19 reps · 800-324-3010 · twsfinancialplanning.com
Marketing & brand
28
MEOW ADVISORY, LLC changed its website from meow.co to meow.com. IAPD ↗
$675.5M RAUM · 1 reps · 929-333-3405 · meow.com
Marketing & brand
28
GALAPAGOS ADVISORY LLC changed its website from galapagos-advisory.com to galapagoscapital.us. IAPD ↗
$274.9M RAUM · 4 reps · 3055155878 · galapagoscapital.us
Marketing & brand
28
GOLDEN STATE EQUITY PARTNERS, LLC changed its website from vector3wealth.com to schneider-wealth.com. IAPD ↗
$880.4M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
Marketing & brand
28
JPL WEALTH MANAGEMENT, LLC changed its website from jplwm.com to jplwealthmanagement.com. IAPD ↗
$516.0M RAUM · 4 reps · 855-575-5752 · jplwealthmanagement.com
Marketing & brand
28
NAPLES WEALTH PLANNING changed its website from pricewm.com to napleswealthplanning.com. IAPD ↗
$356.3M RAUM · 10 reps · 239-330-4183 · napleswealthplanning.com
Marketing & brand
28
CARRERA CAPITAL ADVISORS changed its website from carreraadviser.com to carrera-capital-advisors.com. IAPD ↗
$647.7M RAUM · 9 reps · 248-362-5009 · carrera-capital-advisors.com
Marketing & brand
25
MIAMI VALLEY PORTFOLIO MANAGEMENT INC changed its website from mvp24-7.com to behnkenfinancial.com. IAPD ↗
$189.0M RAUM · 4 reps · 937-833-4043 · behnkenfinancial.com
Marketing & brand
25
FINANCIAL STEWARD ASSOCIATES, LLC changed its website from allseasonsadvisory.com to financialstewardassociates.com. IAPD ↗
$0 RAUM · 4 reps · 303-444-5440 · financialstewardassociates.com
Marketing & brand
25
PERSONAL MONEY PLANNING, LLC changed its website from texasinvest.com to personalmoneyplanning.com. IAPD ↗
$115.9M RAUM · 3 reps · 940-692-6885 · personalmoneyplanning.com
Marketing & brand
25
NEWPORT INVESTMENT ADVISORS INC changed its website from 1800newport.com to newport.investments. IAPD ↗
$158.9M RAUM · 2 reps · 216-514-5151 · newport.investments
Marketing & brand
25
COVE WEALTH MANAGEMENT changed its website from valuedretirements.com to covewm.com. IAPD ↗
$166.6M RAUM · 4 reps · 713-821-3242 · covewm.com
Marketing & brand
25
STEWARDSHIP TRUST ADVISORS changed its website from pilgrimscapital.com to stw.adv.com. IAPD ↗
$245.4M RAUM · 4 reps · 616-878-4200 · stw.adv.com
Marketing & brand
25
BCM WEALTH MANAGEMENT changed its website from youtube. to biddlecapitalmanagement.com. IAPD ↗
$199.5M RAUM · 4 reps · 888-369-2261 · biddlecapitalmanagement.com
Marketing & brand
25
WEALTH MANAGEMENT SOLUTIONS changed its website from smartadvisormatch.com to nextdoor.com. IAPD ↗
$155.2M RAUM · 2 reps · 480-609-4334 · nextdoor.com
Marketing & brand
25
DWR WEALTH MANAGEMENT, LLC changed its website from dunhamcpas.com to dwrwealth.com. IAPD ↗
$179.6M RAUM · 4 reps · (408) 260-9600 · dwrwealth.com
Marketing & brand
25
TURNER FINANCIAL GROUP, INC. changed its website from seelan.com to gfthomasadvisory.com. IAPD ↗
$171.0M RAUM · 8 reps · 850-995-1797 · gfthomasadvisory.com
Marketing & brand
25
WRIGHT PRIVATE ASSET MANAGEMENT LLC changed its website from wrightinvestorsservice.com to wrightpam.com. IAPD ↗
$62.4M RAUM · 8 reps · 203-783-4400 · wrightpam.com
Marketing & brand
25
BLAND GARVEY WEALTH ADVISORS, LLC changed its website from blandgarveywealthadvisors.com to blandgarvey.com. IAPD ↗
$204.6M RAUM · 4 reps · 972-231-2503 · blandgarvey.com
Marketing & brand
25
ABRIDGE PARTNERS, LLC changed its website from abridgepartnersllc.com to abridgepartners.com. IAPD ↗
$102.8M RAUM · 2 reps · (601) 718-0000 · abridgepartners.com
Marketing & brand
25
401K GENERATION changed its website from 401kgeneration.com to 401kdocs.com. IAPD ↗
$172.9M RAUM · 6 reps · (407) 636-6689 · 401kdocs.com
Marketing & brand
25
MCNEILL CAPITAL, LLC changed its website from truelivingfinancial.com to mcneillcapital.com. IAPD ↗
$36.6M RAUM · 1 reps · 518-364-7899 · mcneillcapital.com
Marketing & brand
25
FISCHER INVESTMENT STRATEGIES, LLC changed its website from fisfp.com to fischerinvestmentstrategies.com. IAPD ↗
$200.4M RAUM · 5 reps · 805-418-7686 · fischerinvestmentstrategies.com
Marketing & brand
25
ATLAS FINANCIAL ADVISORS, INC. changed its website from atlasfa.com to stevenvanmetre.com. IAPD ↗
$107.8M RAUM · 3 reps · 530 589 2515 · stevenvanmetre.com
Marketing & brand
25
STRIDE INVESTMENTS, LLC changed its website from atfinancial-edu.com to stridefinancialadvisors.com. IAPD ↗
$197.0M RAUM · 4 reps · 312-767-9166 · stridefinancialadvisors.com
Marketing & brand
25
LAGUNA WEALTH ADVISORS, LLC changed its website from lagunawealthadvisors.com to lagunawealth.com. IAPD ↗
$129.1M RAUM · 3 reps · 949 464-4466 · lagunawealth.com
Marketing & brand
25
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL changed its website from podcasts.google.com to mdfinancialadvisors.com. IAPD ↗
$243.2M RAUM · 11 reps · (888) 256-6855 · mdfinancialadvisors.com
Marketing & brand
25
LUKEN INVESTMENT ANALYTICS, LLC changed its website from smartdiversification.com to stradynamic.com. IAPD ↗
$236.9M RAUM · 5 reps · (615) 550-5570 · stradynamic.com
Marketing & brand
25
LFN ADVISORS INC. changed its website from legacyfinancialnetwork.com to legacyfinancialnetwork.net. IAPD ↗
$15.7M RAUM · 3 reps · 616-589-4004 · legacyfinancialnetwork.net
Marketing & brand
25
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC changed its website from livianco.com to llfadvisors.com. IAPD ↗
$67.3M RAUM · 2 reps · 212-319-8903 · llfadvisors.com
Marketing & brand
25
FINANCIAL PARTNERS, LLC changed its website from fprrs.com to financialpartnersnm.com. IAPD ↗
$145.6M RAUM · 3 reps · 505-795-7910 · financialpartnersnm.com
Marketing & brand
25
ATWOB changed its website from today2b.com to atwob.com. IAPD ↗
$87.5M RAUM · 2 reps · (914) 302-3233 · atwob.com
Marketing & brand
25
WEALTHTRUST ASSET MANAGEMENT, LLC changed its website from canyoncreekc.com to wealthtrustam.com. IAPD ↗
$183.0M RAUM · 5 reps · 850-460-8444 · wealthtrustam.com
Marketing & brand
25
TAURUM RETIREMENT PARTNERS, LLC changed its website from taurum.net to taurum.us. IAPD ↗
$142.6M RAUM · 2 reps · 480-626-2501 · taurum.us
Marketing & brand
25
SACKETT WEALTH ADVISORS, INC. changed its website from sackettfinancial.com to sackettwealth.com. IAPD ↗
$181.4M RAUM · 4 reps · (714) 671-9330 · sackettwealth.com
Marketing & brand
25
CAVU WEALTH MANAGEMENT changed its website from cavuwm.com to cavuwealthmanagement.com. IAPD ↗
$175.0M RAUM · 7 reps · 858-360-7800 · cavuwealthmanagement.com
Marketing & brand
25
HUDSON CAPITAL ADVISORY, INC. changed its website from invest-hca.com to hudsonadvisors.com. IAPD ↗
$133.0M RAUM · 3 reps · 716-277-2717 · hudsonadvisors.com
Marketing & brand
25
NOTTINGHAM WEALTH PARTNERS, INC. changed its website from onegroupwealthpartners.com to nottinghamwealthpartners.com. IAPD ↗
$65.6M RAUM · 2 reps · 561-472-2312 · nottinghamwealthpartners.com
Marketing & brand
25
TEAM WEALTH & TAX ADVISORS changed its website from wealthandtax.com to g.co. IAPD ↗
$185.8M RAUM · 6 reps · 951-308-6444 · g.co
Marketing & brand
25
UNITY WEALTH PARTNERS changed its website from unitywealthpartners.com to nurtureplanning.com. IAPD ↗
$10.3M RAUM · 3 reps · (949) 688-0928 · nurtureplanning.com
Marketing & brand
25
XO CAPITAL LLC changed its website from xocapital.net to xocapital.team. IAPD ↗
$186.6M RAUM · 3 reps · 310-507-7957 · xocapital.team
Marketing & brand
25
724 CAPITAL, LLC changed its website from 724cap.com to cigfinancialservices.com. IAPD ↗
$225.9M RAUM · 13 reps · 517-256-4319 · cigfinancialservices.com
Marketing & brand
25
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC changed its website from mckinleycapital.com to mckinleymgmt.com. IAPD ↗
$123.6M RAUM · 5 reps · 907-563-4488 · mckinleymgmt.com
Marketing & brand
25
TSG ALPHA PARTNERS, LLC changed its website from tsgalphapartners.com to tsginvest.com. IAPD ↗
$75.4M RAUM · 6 reps · 631-403-5364 · tsginvest.com
Marketing & brand
25
CARRY ADVISORS LLC changed its website from carrymoney.com to carry.com. IAPD ↗
$74.5M RAUM · 2 reps · 2014720612 · carry.com
Marketing & brand
25
MURPHY & MULLICK CAPITAL MANAGEMENT CORP changed its website from murphyfinancialgrp.com to mmcmgmt.com. IAPD ↗
$136.3M RAUM · 3 reps · 631-257-0080 · mmcmgmt.com
Marketing & brand
25
LIGHTHOUSE changed its website from lighthouse-invest.io to lighthouseinvest.io. IAPD ↗
$555,898 RAUM · 1 reps · 2014679489 · lighthouseinvest.io
Marketing & brand
25
THE WELLINGTON GRP LLC changed its website from wellingtonwealthstrategies.com to thewellingtongroupllc.com. IAPD ↗
$136.4M RAUM · 8 reps · 317-846-5055 · thewellingtongroupllc.com
Marketing & brand
20
BOSTON TRUST WALDEN INC. changed its website from btim.com to bostontrustwalden.com. IAPD ↗institutional
$5.13B RAUM · 20 reps · 617-726-7250 · bostontrustwalden.com
Marketing & brand
20
THE INFORMED MOMENTUM COMPANY LLC changed its website from eaminvestors.com to informedmomentum.com. IAPD ↗institutional
$1.10B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
Marketing & brand
20
NEPHILA ADVISORS LLC changed its website from nephila.com to nephilaclimate.com. IAPD ↗institutional
$11.42B RAUM · 13 reps · 615-823-8488 · nephilaclimate.com
Marketing & brand
20
FS FUND ADVISOR, LLC changed its website from fskkradvisor.com to fscreit.com. IAPD ↗institutional
$2.03B RAUM · 6 reps · 215-220-6651 · fscreit.com
Marketing & brand
20
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC changed its website from morganproperties.com to morgan-properties.com. IAPD ↗institutional
$1.32B RAUM · 16 reps · 610-265-2800 · morgan-properties.com
Marketing & brand
20
ROUNDHILL INVESTMENTS changed its website from public.com to roundhillinvestments.com. IAPD ↗institutional
$3.79B RAUM · 6 reps · 646-661-5441 · roundhillinvestments.com
Marketing & brand
20
BNY MELLON ETF INVESTMENT ADVISER, LLC changed its website from im.bnymellon.com to bny.com. IAPD ↗institutional
$7.25B RAUM · 2 reps · 212-635-8827 · bny.com
Marketing & brand
18
INVESTRUST CONSULTING, LLC changed its website from investrust.com to investrustwealthmanagement.com. IAPD ↗institutional
$544.1M RAUM · 8 reps · 405-843-7046 · investrustwealthmanagement.com
Marketing & brand
18
NORTHMARQ FUND MANAGEMENT, LLC changed its website from morrisonstreetcapital.com to northmarq.com. IAPD ↗institutional
$491.7M RAUM · 7 reps · 503-952-0700 · northmarq.com
Marketing & brand
18
PICTET ASSET MANAGEMENT (USA) CORP changed its website from am.pictet to am.pictet.com. IAPD ↗institutional
$259.5M RAUM · 2 reps · 1 212 237 3190 · am.pictet.com
Marketing & brand
18
CHICAGO ATLANTIC BDC ADVISERS, LLC changed its website from silverspikecap.com to lien.chicagoatlantic.com. IAPD ↗institutional
$309.6M RAUM · 5 reps · 212-905-4920 · lien.chicagoatlantic.com
Marketing & brand
15
DEMARCHE changed its website from vimeo.com to demarche.com. IAPD ↗institutional
$0 RAUM · 18 reps · [913] 384-4994 · demarche.com
Marketing & brand
15
TSCG INVESTORS, LLC changed its website from tscginvestors.com to tscg.com. IAPD ↗institutional
$0 RAUM · 5 reps · 860 651-4000 · tscg.com
Marketing & brand
15
BNY MELLON INVESTMENT ADVISER, INC. changed its website from bnymellonim.com to bny.com. IAPD ↗fund
$365.42B RAUM · 18 reps · 212-635-8827 · bny.com
Marketing & brand
15
TRUSTAGE INVESTMENT MANAGEMENT changed its website from cunamutual.com to trustage.com. IAPD ↗fund
$37.25B RAUM · 42 reps · 6082385851 · trustage.com
Marketing & brand
15
RHUMBLINE ADVISERS changed its website from rhumblineadvisers.com to rhumbline.com. IAPD ↗fund
$123.16B RAUM · 8 reps · 617-345-0434 · rhumbline.com
Marketing & brand
15
ZAIS GROUP changed its website from zaisimpact.eu to zaisesg.info. IAPD ↗fund
$5.41B RAUM · 21 reps · 732-530-3610 · zaisesg.info
Marketing & brand
15
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP changed its website from bentallgreenoak.com to bgo.com. IAPD ↗fund
$24.72B RAUM · 16 reps · 206-623-4739 · bgo.com
Marketing & brand
15
GROVESTREET changed its website from grovestreetadvisors.com to grovestreet.com. IAPD ↗fund
$6.66B RAUM · 8 reps · 781-263-6100 · grovestreet.com
Marketing & brand
15
ALCENTRA NY, LLC changed its website from alcentra.com to aefrif.com. IAPD ↗fund
$14.19B RAUM · 8 reps · 212-588-6770 · aefrif.com
Marketing & brand
15
FERMAT CAPITAL MANAGEMENT, LLC changed its website from fcm.com to fermatcapital.com. IAPD ↗fund
$11.06B RAUM · 15 reps · 203-454-6800 · fermatcapital.com
Marketing & brand
15
57 STARS LLC changed its website from 57stars.net to 57stars.com. IAPD ↗fund
$4.14B RAUM · 18 reps · 202-824-1600 · 57stars.com
Marketing & brand
15
TIG ADVISORS LLC changed its website from tigfunds.com to alti-global.com. IAPD ↗fund
$1.89B RAUM · 8 reps · 212-759-0340 · alti-global.com
Marketing & brand
15
LONE PINE CAPITAL LLC changed its website from lpcap.com to lonepinecapital.com. IAPD ↗fund
$20.14B RAUM · 20 reps · (203) 618 -1400 · lonepinecapital.com
Marketing & brand
15
TCV changed its website from podcasts.com to tcv.com. IAPD ↗fund
$20.08B RAUM · 46 reps · 650-614-8200 · tcv.com
Marketing & brand
15
AVISTA HEALTHCARE PARTNERS changed its website from avistacap.com to avistahealthcare.com. IAPD ↗fund
$4.97B RAUM · 16 reps · 212-593-6900 · avistahealthcare.com
Marketing & brand
15
LINDEN CAPITAL PARTNERS changed its website from lindenllc.com to linden.com. IAPD ↗fund
$12.54B RAUM · 42 reps · 312-506-5600 · linden.com
Marketing & brand
15
GREYCROFT LP changed its website from angel.co to greycroft.com. IAPD ↗fund
$4.36B RAUM · 24 reps · 212-756-3508 · greycroft.com
Marketing & brand
15
FALFURRIAS MANAGEMENT PARTNERS LP changed its website from falfurriascapital.com to falfurrias.com. IAPD ↗fund
$3.16B RAUM · 35 reps · 704-371-3220 · falfurrias.com
Marketing & brand
15
CAS INVESTMENT PARTNERS, LLC changed its website from cliffordsosin.com to casinvestmentpartners.com. IAPD ↗fund
$1.81B RAUM · 2 reps · (212) 804-7660 · casinvestmentpartners.com
Marketing & brand
15
GLOBAL IMC LLC changed its website from eaminvestors.com to informedmomentum.com. IAPD ↗fund
$1.42B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
Marketing & brand
15
CREATION INVESTMENTS changed its website from creationinvestments.org to creationinvestments.com. IAPD ↗fund
$1.82B RAUM · 14 reps · 312-784-3988 · creationinvestments.com
Marketing & brand
15
ICAPITAL ADVISORS, LLC changed its website from icapitalnetwork.com to icapital.com. IAPD ↗fund
$107.02B RAUM · 25 reps · 212-994-7400 · icapital.com
Marketing & brand
15
SIGNALFIRE changed its website from angel.co to signalfire.com. IAPD ↗fund
$4.03B RAUM · 17 reps · 650-850-6000 · signalfire.com
Marketing & brand
15
THEOREM changed its website from theoremlp.com to pagaya.com. IAPD ↗fund
$1.68B RAUM · 5 reps · 646-214-8587 · pagaya.com
Marketing & brand
15
RIDGEWOOD INFRASTRUCTURE changed its website from quora.com to ryze.com. IAPD ↗fund
$1.88B RAUM · 12 reps · 212-867-0050 · ryze.com
Marketing & brand
15
RIDGELINE RESEARCH LLC changed its website from ridgelineresearch.com to acvetfs.com. IAPD ↗institutional
$113.8M RAUM · 1 reps · 301-685-7171 · acvetfs.com
Marketing & brand
15
ADAPTIVE ADVISERS, LLC changed its website from adaptive-investments.com to darong-investments.com. IAPD ↗institutional
$0 RAUM · 1 reps · 781-728-9556 · darong-investments.com
Marketing & brand
15
NERDWALLET ADVISORY changed its website from nerdwalletadvisors.com to nerdwalletcoach.uprise.us. IAPD ↗institutional
$0 RAUM · 1 reps · 415-549-8913 · nerdwalletcoach.uprise.us
Marketing & brand
15
TREMBLANT CAPITAL GROUP changed its website from tremblantcapital.com to tremblantetf.com. IAPD ↗institutional
$146.6M RAUM · 9 reps · 212-303-7373 · tremblantetf.com
Marketing & brand
15
COASTAL EQUITY MANAGEMENT, LLC changed its website from coastalequitymanagement.com to dividendgrowthstrategy.com. IAPD ↗institutional
$1.5M RAUM · 2 reps · 850-435-4844 · dividendgrowthstrategy.com
Marketing & brand
13
MILLENNIUM BRIDGE CAPITAL changed its website from mbclp.com to millenniumbridge.com. IAPD ↗fund
$738.5M RAUM · 9 reps · 303-454-5453 · millenniumbridge.com
Marketing & brand
13
TECHQUITY CAPITAL MANAGEMENT changed its website from techquitycap.com to evolvedwirelessllc.com. IAPD ↗fund
$312.6M RAUM · 2 reps · 512-609-1820 · evolvedwirelessllc.com
Marketing & brand
13
HLM MANAGEMENT CO., LLC changed its website from hlmvp.com to hlminvestmentpartners.com. IAPD ↗fund
$455.1M RAUM · 5 reps · 617-266-0030 · hlminvestmentpartners.com
Marketing & brand
13
WORTH VENTURE PARTNERS, LLC changed its website from worthventure.com to wvpem.com. IAPD ↗fund
$634.8M RAUM · 4 reps · 212-558-9017 · wvpem.com
Marketing & brand
13
OAK HARBOR CAPITAL, LLC changed its website from scolopaxllc.com to argolicallc.com. IAPD ↗fund
$507.8M RAUM · 8 reps · 855-330-9520 · argolicallc.com
Marketing & brand
13
ABR DYNAMIC FUNDS, LLC changed its website from abrdynamicfunds.com to abrfunds.com. IAPD ↗fund
$526.9M RAUM · 4 reps · 212-918-4664 · abrfunds.com
Marketing & brand
13
J.H. LANE PARTNERS, LP changed its website from jhlane.com to jhlanepartners.com. IAPD ↗fund
$258.3M RAUM · 5 reps · 212-899-9790 · jhlanepartners.com
Marketing & brand
13
SILVERVIEW CREDIT PARTNERS LP changed its website from silverviewcredit.com to silverview.com. IAPD ↗fund
$575.4M RAUM · 8 reps · 646-205-6225 · silverview.com
Marketing & brand
13
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC changed its website from cit.com to firstcitizens.com. IAPD ↗fund
$815.0M RAUM · 16 reps · 212-461-5761 · firstcitizens.com
Marketing & brand
13
EFFICIENT CAPITAL MANAGEMENT LLC changed its website from efficientcapital.com to efficient.com. IAPD ↗fund
$913.9M RAUM · 14 reps · 630-657-6800 · efficient.com
Marketing & brand
13
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC changed its website from gopherasset.com to oliveam.com. IAPD ↗fund
$985.0M RAUM · 4 reps · 650-656-9673 · oliveam.com
Marketing & brand
13
SAFE HARBOR CAPITAL PARTNERS changed its website from safeharborequity.com to safeharborcp.com. IAPD ↗fund
$355.4M RAUM · 10 reps · 786-230-1609 · safeharborcp.com
Marketing & brand
10
GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC changed its website from galapagoscapital.com to galapagoscapital.us. IAPD ↗fund
$14.9M RAUM · 5 reps · 305-515-5878 · galapagoscapital.us
Marketing & brand
10
NILES INVESTMENT MANAGEMENT, LLC changed its website from danniles.com to nilesinvestmentmanagement.com. IAPD ↗fund
$118.8M RAUM · 1 reps · (305) 813-0484 · nilesinvestmentmanagement.com
Marketing & brand
1
CREDIT SUISSE ASSET MANAGEMENT LIMITED changed its website from credit-suisse.com to ubs.com. IAPD ↗foreign
$9.74B RAUM · 2 reps · +44 20 7888 8888 · ubs.com
Marketing & brand
1
ABRDN ASIA LIMITED changed its website from abrdn.com to aberdeeninvestments.com. IAPD ↗foreign
$43.38B RAUM · 44 reps · 65-63952700 · aberdeeninvestments.com
Marketing & brand
1
CARDINAL POINT WEALTH MANAGEMENT changed its website from canadausfinancialplanning.com to cardinalpoint-capital.com. IAPD ↗foreign
$2.25B RAUM · 18 reps · 866-213-2036 · cardinalpoint-capital.com
Marketing & brand
1
FAMA RE.CAPITAL LTDA changed its website from famainvestimentos.com.br to famarecapital.com. IAPD ↗foreign
$11.9M RAUM · 9 reps · 55-11-5508-1188 · famarecapital.com
Marketing & brand
1
HERMES GPE LLP changed its website from hermes-investment.com to federatedhermes.com. IAPD ↗foreign
$8.59B RAUM · 42 reps · +44(0)2077020888 · federatedhermes.com
Marketing & brand
1
PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD changed its website from am.pictet to am.pictet.com. IAPD ↗foreign
$3.54B RAUM · 11 reps · +65 6 536 18 05 · am.pictet.com
Marketing & brand
1
SERONE CAPITAL MANAGEMENT LLP changed its website from serone.com to seronecapital.com. IAPD ↗foreign
$2.78B RAUM · 15 reps · 44 20 3405 7350 · seronecapital.com
Marketing & brand
1
VERGENT ASSET MANAGEMENT changed its website from cclgroup.com to vergent-am.cclgroup.com. IAPD ↗foreign
$1.19B RAUM · 10 reps · 44 203 535 8143 · vergent-am.cclgroup.com
Marketing & brand
1
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. changed its website from kjrm.co.jp to kkcaustralia.com.au. IAPD ↗foreign
$4.12B RAUM · 9 reps · 65-69225800 · kkcaustralia.com.au
Marketing & brand
1
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. changed its website from navi.com.br to navi-international.com. IAPD ↗foreign
$556.0M RAUM · 4 reps · 55 21 3590 2410 · navi-international.com
Marketing & brand
deregistered — 179 Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
65
CONCOURSE FINANCIAL GROUP ADVISORS (BIRMINGHAM, AL) left the SEC roster (was $4.37B RAUM, 566 reps). IAPD ↗
$4.37B RAUM · 566 reps · 800-288-3035
Recruiting & transitionsM&A & valuation
65
HALL CAPITAL PARTNERS LLC (SAN FRANCISCO, CA) left the SEC roster (was $50.30B RAUM, 29 reps). IAPD ↗
$50.30B RAUM · 29 reps · 415-288-0544
Recruiting & transitionsM&A & valuation
65
JANICZEK WEALTH MANAGEMENT (DENVER, CO) left the SEC roster (was $1.12B RAUM, 5 reps). IAPD ↗
$1.12B RAUM · 5 reps · 303-721-7000 · janiczek.com
Recruiting & transitionsM&A & valuation
65
DELTA FINANCIAL GROUP, INC. (BASKING RIDGE, NJ) left the SEC roster (was $1.20B RAUM, 4 reps). IAPD ↗
$1.20B RAUM · 4 reps · 908-542-9400 · deltafinancialgroup.com
Recruiting & transitionsM&A & valuation
65
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (SAN FRANCISCO, CA) left the SEC roster (was $86.27B RAUM, 603 reps). IAPD ↗
$86.27B RAUM · 603 reps · 415-392-1400 · firstrepublic.com
Recruiting & transitionsM&A & valuation
65
GELLER ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $5.91B RAUM, 15 reps). IAPD ↗
$5.91B RAUM · 15 reps · (888) 462-3033
Recruiting & transitionsM&A & valuation
65
EXECUTIVE WEALTH MANAGEMENT, LLC (BRIGHTON, MI) left the SEC roster (was $1.44B RAUM, 29 reps). IAPD ↗
$1.44B RAUM · 29 reps · 810-229-6446 · ewmadvisors.com
Recruiting & transitionsM&A & valuation
65
CAMPBELL WEALTH MANAGEMENT, INC. (ALEXANDRIA, VA) left the SEC roster (was $1.00B RAUM, 10 reps). IAPD ↗
$1.00B RAUM · 10 reps · 703-535-5300
Recruiting & transitionsM&A & valuation
65
BISON WEALTH, LLC (ATLANTA, GA) left the SEC roster (was $1.61B RAUM, 34 reps). IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
Recruiting & transitionsM&A & valuation
65
MERRIMAN (SEATTLE, WA) left the SEC roster (was $3.61B RAUM, 32 reps). IAPD ↗
$3.61B RAUM · 32 reps · 800-423-4893
Recruiting & transitionsM&A & valuation
65
LAKE STREET ADVISORS (PORTSMOUTH, NH) left the SEC roster (was $3.11B RAUM, 22 reps). IAPD ↗
$3.11B RAUM · 22 reps · 603-610-4100
Recruiting & transitionsM&A & valuation
65
FIDELITY PERSONAL AND WORKPLACE ADVISORS (BOSTON, MA) left the SEC roster (was $818.78B RAUM, 15424 reps). IAPD ↗
$818.78B RAUM · 15424 reps · 617-563-7000
Recruiting & transitionsM&A & valuation
65
EDGE CAPITAL GROUP, LLC (ATLANTA, GA) left the SEC roster (was $6.39B RAUM, 24 reps). IAPD ↗
$6.39B RAUM · 24 reps · 404-890-7707 · bluecurrentportfolios.com
Recruiting & transitionsM&A & valuation
65
AS INVESTMENT MANAGEMENT (NEW YORK, NY) left the SEC roster (was $2.84B RAUM, 10 reps). IAPD ↗
$2.84B RAUM · 10 reps · 917-277-3516
Recruiting & transitionsM&A & valuation
63
MCKINLEY CAPITAL MANAGEMENT, LLC (ANCHORAGE, AK) left the SEC roster (was $995.9M RAUM, 9 reps). IAPD ↗
$995.9M RAUM · 9 reps · 907-365-9557 · mckinleycapital.com
Recruiting & transitionsM&A & valuation
63
PERSONAL INVESTMENT MANAGEMENT INC (REDMOND, WA) left the SEC roster (was $567.6M RAUM, 4 reps). IAPD ↗
$567.6M RAUM · 4 reps · 425-883-7990 · pim4you.com
Recruiting & transitionsM&A & valuation
63
WADE FINANCIAL ADVISORY, INC. (CAMPBELL, CA) left the SEC roster (was $672.9M RAUM, 8 reps). IAPD ↗
$672.9M RAUM · 8 reps · 408-369-7399 · wadefa.com
Recruiting & transitionsM&A & valuation
63
KIELY WEALTH ADVISORY GROUP, INC. (location n/a) left the SEC roster (was $515.0M RAUM, 3 reps). IAPD ↗
$515.0M RAUM · 3 reps · 252-439-1888 · thekielygroup.com
Recruiting & transitionsM&A & valuation
63
GRAND JEAN CAPITAL MANAGEMENT INC. (SAN FRANCISCO, CA) left the SEC roster (was $464.6M RAUM, 5 reps). IAPD ↗
$464.6M RAUM · 5 reps · 415-512-5430 · gjcapital.com
Recruiting & transitionsM&A & valuation
63
DICKINSON INVESTMENT ADVISORS (COUNCIL BLUFFS, IA) left the SEC roster (was $373.3M RAUM, 3 reps). IAPD ↗
$373.3M RAUM · 3 reps · 712-256-4856 · dickinsoninvestments.com
Recruiting & transitionsM&A & valuation
63
BUCKINGHAM CAPITAL MANAGEMENT, INC. (DAYTON, OH) left the SEC roster (was $911.0M RAUM, 14 reps). IAPD ↗
$911.0M RAUM · 14 reps · 937-435-2742 · mybuckingham.com
Recruiting & transitionsM&A & valuation
63
SUGARLOAF WEALTH MANAGEMENT, LLC (DULUTH, GA) left the SEC roster (was $610.1M RAUM, 10 reps). IAPD ↗
$610.1M RAUM · 10 reps · 770.985.5473
Recruiting & transitionsM&A & valuation
63
FAMILY ASSET MANAGEMENT, LLC (CHARLESTON, SC) left the SEC roster (was $323.7M RAUM, 3 reps). IAPD ↗
$323.7M RAUM · 3 reps · 843-723-2994 · familyasset.us
Recruiting & transitionsM&A & valuation
63
ANDERSON & ANDERSON ADVISORY, LLC (LONGVIEW, WA) left the SEC roster (was $326.9M RAUM, 2 reps). IAPD ↗
$326.9M RAUM · 2 reps · 360-425-7447
Recruiting & transitionsM&A & valuation
63
LOGIC CAPITAL MANAGEMENT, LLC (HOUSTON, TX) left the SEC roster (was $381.2M RAUM, 3 reps). IAPD ↗
$381.2M RAUM · 3 reps · 713-781-1475 · logiccapital.com
Recruiting & transitionsM&A & valuation
63
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC (PLANO, TX) left the SEC roster (was $277.8M RAUM, 3 reps). IAPD ↗
$277.8M RAUM · 3 reps · 972-865-2225
Recruiting & transitionsM&A & valuation
63
VANCEGRAY WEALTH MANAGEMENT, INC. (BANGOR, ME) left the SEC roster (was $328.8M RAUM, 3 reps). IAPD ↗
$328.8M RAUM · 3 reps · 207-992-2819 · vancegray.com
Recruiting & transitionsM&A & valuation
63
SIGNALPOINT ASSET MANAGEMENT LLC (SPRINGFIELD, MO) left the SEC roster (was $522.3M RAUM, 9 reps). IAPD ↗
$522.3M RAUM · 9 reps · 417-869-9980 · signalpointinvest.com
Recruiting & transitionsM&A & valuation
63
JENKINS WEALTH (ENGLEWOOD, CO) left the SEC roster (was $313.3M RAUM, 5 reps). IAPD ↗
$313.3M RAUM · 5 reps · 720-457-6844 · bradjenkinsshow.com
Recruiting & transitionsM&A & valuation
63
BRITE ADVISORS USA, INC. (NEW YORK, NY) left the SEC roster (was $468.1M RAUM, 0 reps). IAPD ↗
$468.1M RAUM · 0 reps · 646-449-7253
Recruiting & transitionsM&A & valuation
63
ROOTSTOCK ADVISORS (SEWICKLEY, PA) left the SEC roster (was $495.9M RAUM, 1 reps). IAPD ↗
$495.9M RAUM · 1 reps · 412-205-8822 · rootstockwealth.com
Recruiting & transitionsM&A & valuation
63
THE MONEY ADVISOR GROUP, LLC (COLUMBUS, GA) left the SEC roster (was $280.7M RAUM, 3 reps). IAPD ↗
$280.7M RAUM · 3 reps · 706-256-0115 · tmag401k.com
Recruiting & transitionsM&A & valuation
63
PROVENCE WEALTH MANAGEMENT GROUP (IRVINE, CA) left the SEC roster (was $275.7M RAUM, 6 reps). IAPD ↗
$275.7M RAUM · 6 reps · (949) 222-6400
Recruiting & transitionsM&A & valuation
63
CCV LLC (NEW YORK, NY) left the SEC roster (was $962.5M RAUM, 14 reps). IAPD ↗
$962.5M RAUM · 14 reps · 646-661-7677 · cadre.com
Recruiting & transitionsM&A & valuation
63
EXECUTIVE WEALTH GROUP, LLC (KIRKLAND, WA) left the SEC roster (was $394.5M RAUM, 1 reps). IAPD ↗
$394.5M RAUM · 1 reps · 425-448-4988
Recruiting & transitionsM&A & valuation
63
EUDAIMONIA PARTNERS, LLC (WINCHESTER, TN) left the SEC roster (was $703.5M RAUM, 15 reps). IAPD ↗
$703.5M RAUM · 15 reps · 877-843-1411 · glenwoodfinancialpartners.com
Recruiting & transitionsM&A & valuation
63
GRANDVIEW DELIGHT, LLC (ST. PAUL, MN) left the SEC roster (was $516.8M RAUM, 6 reps). IAPD ↗
$516.8M RAUM · 6 reps · 651-735-5878
Recruiting & transitionsM&A & valuation
63
AVITAS WEALTH MANAGEMENT, LLC (LOS ANGELES, CA) left the SEC roster (was $996.3M RAUM, 12 reps). IAPD ↗
$996.3M RAUM · 12 reps · (424) 371-9010 · avitaswealth.com
Recruiting & transitionsM&A & valuation
63
WEALTH COVENANT GROUP LLC (HOUSTON, TX) left the SEC roster (was $290.7M RAUM, 2 reps). IAPD ↗
$290.7M RAUM · 2 reps · (281) 640-8100 · wealthcovenantgroup.com
Recruiting & transitionsM&A & valuation
63
CRITERION CAPITAL ADVISORS LLC (NASHVILLE, TN) left the SEC roster (was $460.6M RAUM, 4 reps). IAPD ↗
$460.6M RAUM · 4 reps · 615-292-6889
Recruiting & transitionsM&A & valuation
63
RYAN WEALTH MANAGEMENT (YUBA CITY, CA) left the SEC roster (was $404.2M RAUM, 3 reps). IAPD ↗
$404.2M RAUM · 3 reps · (530) 671-2100
Recruiting & transitionsM&A & valuation
63
EUDAIMONIA ADVISORS LLC (WINCHESTER, TN) left the SEC roster (was $307.1M RAUM, 5 reps). IAPD ↗
$307.1M RAUM · 5 reps · (931) 968-1127 · eudaimoniaria.com
Recruiting & transitionsM&A & valuation
63
BRIGHTSIDE PARTNERS (BALTIMORE, MD) left the SEC roster (was $853.1M RAUM, 6 reps). IAPD ↗
$853.1M RAUM · 6 reps · (410) 989-7500 · brightsidepartnersllc.com
Recruiting & transitionsM&A & valuation
63
JUNCTURE ASSET MANAGEMENT (SCOTTSDALE, AZ) left the SEC roster (was $363.4M RAUM, 5 reps). IAPD ↗
$363.4M RAUM · 5 reps · 480-253-4100
Recruiting & transitionsM&A & valuation
63
WR WEALTH PLANNERS LLC (COLUMBIA, MO) left the SEC roster (was $482.2M RAUM, 14 reps). IAPD ↗
$482.2M RAUM · 14 reps · 573-875-3939 · wrwealth.com
Recruiting & transitionsM&A & valuation
63
DECHTMAN WEALTH MANAGEMENT (CENTENNIAL, CO) left the SEC roster (was $651.0M RAUM, 3 reps). IAPD ↗
$651.0M RAUM · 3 reps · 303 741 9772
Recruiting & transitionsM&A & valuation
63
CEDRUS (LITTLETON, CO) left the SEC roster (was $651.1M RAUM, 17 reps). IAPD ↗
$651.1M RAUM · 17 reps · 720-724-2170 · cedrusfinancial.com
Recruiting & transitionsM&A & valuation
63
REDWOOD PRIVATE WEALTH (PHOENIX, AZ) left the SEC roster (was $267.6M RAUM, 56 reps). IAPD ↗
$267.6M RAUM · 56 reps · 480-646-3504
Recruiting & transitionsM&A & valuation
63
MARRELLA PRIVATE WEALTH, LLC (WYOMISSING, PA) left the SEC roster (was $452.7M RAUM, 4 reps). IAPD ↗
$452.7M RAUM · 4 reps · 610-655-9700
Recruiting & transitionsM&A & valuation
60
GARDEY FINANCIAL ADVISORS INC (SAGINAW, MI) left the SEC roster (was $228.4M RAUM, 2 reps). IAPD ↗
$228.4M RAUM · 2 reps · 989-791-3880
Recruiting & transitionsM&A & valuation
60
SPECTRUM CAPITAL MANAGEMENT (AUBURN, CA) left the SEC roster (was $107.7M RAUM, 1 reps). IAPD ↗
$107.7M RAUM · 1 reps · 530-888-9000 · spectrumcap.net
Recruiting & transitionsM&A & valuation
60
GEOCAPITAL LLC (HARRISON, NY) left the SEC roster (was $55.2M RAUM, 1 reps). IAPD ↗
$55.2M RAUM · 1 reps · 212-486-4455
Recruiting & transitionsM&A & valuation
60
ENTRUST INVESTMENT MANAGEMENT LLC (MONROE, LA) left the SEC roster (was $12.7M RAUM, 4 reps). IAPD ↗
$12.7M RAUM · 4 reps · 318-322-7157
Recruiting & transitionsM&A & valuation
60
INTERVEST INTERNATIONAL, INC. (COLORADO SPRINGS, CO) left the SEC roster (was $39.9M RAUM, 16 reps). IAPD ↗
$39.9M RAUM · 16 reps · 719-592-9299
Recruiting & transitionsM&A & valuation
60
BOSTON ASSET MANAGEMENT, INC. (CLEARWATER, FL) left the SEC roster (was $103.7M RAUM, 3 reps). IAPD ↗
$103.7M RAUM · 3 reps · 727-894-6520 · bostonassetmanagement.com
Recruiting & transitionsM&A & valuation
60
BARKER FINANCIAL GROUP, INC. (TOPSFIELD, MA) left the SEC roster (was $209.4M RAUM, 3 reps). IAPD ↗
$209.4M RAUM · 3 reps · 781-743-2600 · barkerfinancialgroup.com
Recruiting & transitionsM&A & valuation
60
SECURITY FIRST ADVISORS (PORTLAND, OR) left the SEC roster (was $232.3M RAUM, 4 reps). IAPD ↗
$232.3M RAUM · 4 reps · 503-274-4224 · sfainc.us
Recruiting & transitionsM&A & valuation
60
BUCKINGHAM FINANCIAL GROUP, INC. (DAYTON, OH) left the SEC roster (was $0 RAUM, 10 reps). IAPD ↗
$0 RAUM · 10 reps · 937-435-2742 · mybuckingham.com
Recruiting & transitionsM&A & valuation
60
PILLAR WEALTH MANAGEMENT CO. (MADISON, WI) left the SEC roster (was $153.3M RAUM, 4 reps). IAPD ↗
$153.3M RAUM · 4 reps · 608-833-9100 · pillarwealth.com
Recruiting & transitionsM&A & valuation
60
FUHRMAN MANAGEMENT ASSOCIATES, INC. (FORT WASHINGTON, PA) left the SEC roster (was $248.7M RAUM, 4 reps). IAPD ↗
$248.7M RAUM · 4 reps · 215-619-4000 · investab.com
Recruiting & transitionsM&A & valuation
60
WMBC (IRVINE, CA) left the SEC roster (was $116.2M RAUM, 3 reps). IAPD ↗
$116.2M RAUM · 3 reps · 949-829-9622 · wmbc.financial
Recruiting & transitionsM&A & valuation
60
CFS CUBIC FINANCIAL SERVICES, INC. (location n/a) left the SEC roster (was $145.8M RAUM, 1 reps). IAPD ↗
$145.8M RAUM · 1 reps · 770-495-1500
Recruiting & transitionsM&A & valuation
60
BEECHTREE CAPITAL INVESTMENT, INC. (location n/a) left the SEC roster (was $30.7M RAUM, 1 reps). IAPD ↗
$30.7M RAUM · 1 reps · 631-287-3223
Recruiting & transitionsM&A & valuation
60
FINANCIAL RESOURCES MANAGEMENT, INC. (location n/a) left the SEC roster (was $68.0M RAUM, 1 reps). IAPD ↗
$68.0M RAUM · 1 reps · 631-543-8612
Recruiting & transitionsM&A & valuation
60
LEATHE & ASSOCIATES, LLC (location n/a) left the SEC roster (was $122.8M RAUM, 1 reps). IAPD ↗
$122.8M RAUM · 1 reps · 2077032247 · leatheassociates.com
Recruiting & transitionsM&A & valuation
60
COUNSEL FIDUCIARY, LLC (location n/a) left the SEC roster (was $109.5M RAUM, 2 reps). IAPD ↗
$109.5M RAUM · 2 reps · 646-308-1400 · counselfiduciary.com
Recruiting & transitionsM&A & valuation
60
THE HOLBEN GROUP, LLC (DENVER, CO) left the SEC roster (was $188.5M RAUM, 2 reps). IAPD ↗
$188.5M RAUM · 2 reps · 303.691.1970 · holbengroup.com
Recruiting & transitionsM&A & valuation
60
ELAN WEALTH MANAGEMENT, L.L.C. (location n/a) left the SEC roster (was $135.0M RAUM, 3 reps). IAPD ↗
$135.0M RAUM · 3 reps · (252) 255-1700 · elanwealthmanagement.com
Recruiting & transitionsM&A & valuation
60
SANCTUARY WEALTH MANAGEMENT, LLC (POCATELLO, ID) left the SEC roster (was $229.0M RAUM, 8 reps). IAPD ↗
$229.0M RAUM · 8 reps · 208-233-0080 · esoprollover.com
Recruiting & transitionsM&A & valuation
60
NOVICK & COMPANY FINANCIAL GROUP, LLC (location n/a) left the SEC roster (was $215.0M RAUM, 2 reps). IAPD ↗
$215.0M RAUM · 2 reps · 203-801-0622
Recruiting & transitionsM&A & valuation
60
FRANGO FINANCIAL (WASHINGTON, DC) left the SEC roster (was $111.5M RAUM, 2 reps). IAPD ↗
$111.5M RAUM · 2 reps · 202-244-4460 · frangofinancial.com
Recruiting & transitionsM&A & valuation
60
IRONSIDES PARTNERS LLC (CAMBRIDGE, MA) left the SEC roster (was $28.6M RAUM, 1 reps). IAPD ↗
$28.6M RAUM · 1 reps · 1-617-449-3129
Recruiting & transitionsM&A & valuation
60
SENTINEL CAPITAL SOLUTIONS (HAGERSTOWN, MD) left the SEC roster (was $23.7M RAUM, 1 reps). IAPD ↗
$23.7M RAUM · 1 reps · 3016659038 · sentinelcapitalsolutions.com
Recruiting & transitionsM&A & valuation
60
FIORILE & ASSOCIATES, LLC (SARANAC LAKE, NY) left the SEC roster (was $24.5M RAUM, 1 reps). IAPD ↗
$24.5M RAUM · 1 reps · 518-891-3290 · fiorilecpa.com
Recruiting & transitionsM&A & valuation
60
SYNTAL CAPITAL PARTNERS, LLC (MIDLAND, TX) left the SEC roster (was $60.3M RAUM, 1 reps). IAPD ↗
$60.3M RAUM · 1 reps · 432-262-8111 · syntal.com
Recruiting & transitionsM&A & valuation
60
NEPSIS ADVISOR SERVICES, INC. (MINNEAPOLIS, MN) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗
$0 RAUM · 0 reps · 952-746-2003 · nepsisadvisors.com
Recruiting & transitionsM&A & valuation
60
MPMG & PARTNERS USA, LLC (NEW YORK, NY) left the SEC roster (was $31.7M RAUM, 1 reps). IAPD ↗
$31.7M RAUM · 1 reps · 212-605-0590
Recruiting & transitionsM&A & valuation
60
QUINN WEALTH ADVISORS (CHADDS FORD, PA) left the SEC roster (was $52.0M RAUM, 1 reps). IAPD ↗
$52.0M RAUM · 1 reps · 484-482-8201 · quinnwealthadvisors.com
Recruiting & transitionsM&A & valuation
60
BYW (location n/a) left the SEC roster (was $113.2M RAUM, 2 reps). IAPD ↗
$113.2M RAUM · 2 reps · 314-241-2886 · bywinvestmentadvisors.com
Recruiting & transitionsM&A & valuation
60
ROCKET DOLLAR ADVISOR, INC. (LAS VEGAS, NV) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗
$0 RAUM · 0 reps · 855-762-5383
Recruiting & transitionsM&A & valuation
60
ENLIGHTENED FINANCE LLC (location n/a) left the SEC roster (was $116.3M RAUM, 6 reps). IAPD ↗
$116.3M RAUM · 6 reps · 248-854-1696
Recruiting & transitionsM&A & valuation
60
CHESAPEAKE FINANCIAL PLANNING (ANNAPOLIS, MD) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 410-974-0410 · chesapeake-financial.com
Recruiting & transitionsM&A & valuation
60
SINECERA CAPITAL, LLC (AUSTIN, TX) left the SEC roster (was $124.6M RAUM, 6 reps). IAPD ↗
$124.6M RAUM · 6 reps · 512-980-4600
Recruiting & transitionsM&A & valuation
60
CONSCIOUS ENDEAVORS LP (NEW YORK, NY) left the SEC roster (was $112.9M RAUM, 2 reps). IAPD ↗
$112.9M RAUM · 2 reps · 646-970-2510
Recruiting & transitionsM&A & valuation
60
SHAREGRO INC (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 425-232-4824 · sharegro.com
Recruiting & transitionsM&A & valuation
60
EXCELSIOR (MELVILLE, NY) left the SEC roster (was $18.2M RAUM, 1 reps). IAPD ↗
$18.2M RAUM · 1 reps · 516-765-7400
Recruiting & transitionsM&A & valuation
60
KRD WEALTH MANAGEMENT, LLC (SCHAUMBURG, IL) left the SEC roster (was $98.5M RAUM, 3 reps). IAPD ↗
$98.5M RAUM · 3 reps · 847-849 5550
Recruiting & transitionsM&A & valuation
60
SOLO CAPITAL STRATEGIES (SCOTTSDALE, AZ) left the SEC roster (was $20,000 RAUM, 1 reps). IAPD ↗
$20,000 RAUM · 1 reps · 480-401-1787 · solocapital.com
Recruiting & transitionsM&A & valuation
60
METAL FINANCE (AUSTIN, TX) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 224-420-6224
Recruiting & transitionsM&A & valuation
60
WAO ADVISORY, LLC (LAS VEGAS, NV) left the SEC roster (was $6,382 RAUM, 3 reps). IAPD ↗
$6,382 RAUM · 3 reps · 800-777-9878 · advisory.shrimpy.io
Recruiting & transitionsM&A & valuation
60
DARK HORSE CAPITAL MANAGEMENT LLC (CHADDS FORD, PA) left the SEC roster (was $77.0M RAUM, 2 reps). IAPD ↗
$77.0M RAUM · 2 reps · 610-616-5370 · darkhorsecapitalmanagement.com
Recruiting & transitionsM&A & valuation
60
VAULT CAPITAL (MALIBU, CA) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 310-457-1748 · vaultcapital.net
Recruiting & transitionsM&A & valuation
60
ALPHANSO (location n/a) left the SEC roster (was $7.5M RAUM, 1 reps). IAPD ↗
$7.5M RAUM · 1 reps · 682-215-8684
Recruiting & transitionsM&A & valuation
60
ZAMP INVEST (location n/a) left the SEC roster (was $108.5M RAUM, 1 reps). IAPD ↗
$108.5M RAUM · 1 reps · 6507767898 · zampinvest.com
Recruiting & transitionsM&A & valuation
60
EARTHVIEW ADVISORS LLC (MIAMI, FL) left the SEC roster (was $102.6M RAUM, 2 reps). IAPD ↗
$102.6M RAUM · 2 reps · 786 363 0271 · earthviewadvisors.com
Recruiting & transitionsM&A & valuation
60
ACCESS CAPITAL, LLC (WICHITA, KS) left the SEC roster — its 120-day provisional registration did not convert (was $70.5M RAUM, 1 reps). IAPD ↗
$70.5M RAUM · 1 reps · 316-633-8013 · accesscapitaladvisors.com
Recruiting & transitionsM&A & valuation
60
NEON MONEY IA, LLC (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 212-658-0041 · joinneon.com
Recruiting & transitionsM&A & valuation
60
SACHEM HILL, 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 · 720-930-0416
Recruiting & transitionsM&A & valuation
60
SOLIST WEALTH MANAGEMENT (TAMPA, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 8132943737 · solistfinancial.com
Recruiting & transitionsM&A & valuation
60
ASHTON THOMAS ADVISORS LLC (SCOTTSDALE, AZ) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 602-732-4745
Recruiting & transitionsM&A & valuation
60
SAGEWATER WEALTH MANAGEMENT LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $4.2M RAUM, 2 reps). IAPD ↗
$4.2M RAUM · 2 reps · 310-574-2866 · sagewaterwealth.com
Recruiting & transitionsM&A & valuation
60
ELEVATE CAPITAL GROUP, LLC (NEWPORT BEACH, CA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 949-577-2578 · elevatefinsvcs.com
Recruiting & transitionsM&A & valuation
60
HARVESTWISE WEALTH PLANNING (ESCONDIDO, CA) left the SEC roster — its 120-day provisional registration did not convert (was $38.3M RAUM, 1 reps). IAPD ↗
$38.3M RAUM · 1 reps · 858-788-1920 · harvestwisewealth.com
Recruiting & transitionsM&A & valuation
60
IGW ADVISORY INVESTMENT MANAGEMENT LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps). IAPD ↗
$0 RAUM · 3 reps · 646-717-4509 · igwadvisory.com
Recruiting & transitionsM&A & valuation
60
REVV CAPITAL, LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 207-664-3652 · revvinvest.com
Recruiting & transitionsM&A & valuation
55
PERSHING SQUARE GP, LLC (NEW YORK, NY) left the SEC roster (was $1.45B RAUM, 10 reps). IAPD ↗institutional
$1.45B RAUM · 10 reps · 212-813-3700
Recruiting & transitionsM&A & valuation
55
INFRABRIDGE INVESTORS (US) LIMITED (BOCA RATON, FL) left the SEC roster (was $1.82B RAUM, 9 reps). IAPD ↗institutional
$1.82B RAUM · 9 reps · 561-570-4644 · infrabridge.com
Recruiting & transitionsM&A & valuation
55
JVM CAPITAL L.L.C. (OAK BROOK, IL) left the SEC roster (was $1.47B RAUM, 7 reps). IAPD ↗institutional
$1.47B RAUM · 7 reps · 630-242-1000
Recruiting & transitionsM&A & valuation
53
CSL III ADVISOR, LLC (NEW YORK, NY) left the SEC roster (was $487.5M RAUM, 160 reps). IAPD ↗institutional
$487.5M RAUM · 160 reps · 212-813-4900
Recruiting & transitionsM&A & valuation
53
PANAGRAM CAPITAL CORPORATION ADVISER, LLC (NEW YORK, NY) left the SEC roster (was $262.7M RAUM, 9 reps). IAPD ↗institutional
$262.7M RAUM · 9 reps · 212-970-1000
Recruiting & transitionsM&A & valuation
50
AW SECURITIES (FOLSOM, CA) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗institutional
$0 RAUM · 0 reps · 916-608-1525
Recruiting & transitionsM&A & valuation
50
WEISS MULTI-STRATEGY ADVISERS LLC (NEW YORK, NY) left the SEC roster (was $7.33B RAUM, 55 reps). IAPD ↗fund
$7.33B RAUM · 55 reps · 212-415-4500 · feeds.captivate.fm
Recruiting & transitionsM&A & valuation
50
ASHFIELD CAPITAL PARTNERS (SAN FRANCISCO, CA) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗institutional
$0 RAUM · 0 reps · 415-391-4747 · ashfield.com
Recruiting & transitionsM&A & valuation
50
CAPRA IBEX ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $146.7M RAUM, 5 reps). IAPD ↗institutional
$146.7M RAUM · 5 reps · 646-968-9242
Recruiting & transitionsM&A & valuation
50
AURIBEAU LLC (NEW YORK, NY) left the SEC roster (was $106.5M RAUM, 1 reps). IAPD ↗institutional
$106.5M RAUM · 1 reps · 212-698-0700
Recruiting & transitionsM&A & valuation
50
OLDEN LANE ADVISORS LLC (BRIDGEWATER, NJ) left the SEC roster (was $19.2M RAUM, 4 reps). IAPD ↗institutional
$19.2M RAUM · 4 reps · 908-432-6819
Recruiting & transitionsM&A & valuation
50
CHANGE FINANCE (location n/a) left the SEC roster (was $132.1M RAUM, 2 reps). IAPD ↗institutional
$132.1M RAUM · 2 reps · 303-339-0524
Recruiting & transitionsM&A & valuation
50
RULE ADVISORS, LLC (location n/a) left the SEC roster (was $136.5M RAUM, 1 reps). IAPD ↗institutional
$136.5M RAUM · 1 reps · 760-419-9478
Recruiting & transitionsM&A & valuation
50
MAGARI ADVISORS, LLC (NEW YORK, NY) left the SEC roster (was $122.7M RAUM, 4 reps). IAPD ↗institutional
$122.7M RAUM · 4 reps · 212-710-6608
Recruiting & transitionsM&A & valuation
50
ACCORD ASSET PARTNERS, LLC (SAN DIEGO, CA) left the SEC roster (was $168.0M RAUM, 7 reps). IAPD ↗institutional
$168.0M RAUM · 7 reps · 571-295-2323 · accordap.com
Recruiting & transitionsM&A & valuation
50
RAINBOOK ADVISORS, LLC (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
$0 RAUM · 1 reps · 404-369-3883 · rainbook.com
Recruiting & transitionsM&A & valuation
50
LINCOLN INVESTMENT ADVISERS LLC (DALLAS, TX) left the SEC roster (was $0 RAUM, 6 reps). IAPD ↗institutional
$0 RAUM · 6 reps · 214-740-3300 · lpc.com
Recruiting & transitionsM&A & valuation
50
GRACIAN CAPITAL LLC (SOLANA BEACH, CA) left the SEC roster (was $111.3M RAUM, 2 reps). IAPD ↗institutional
$111.3M RAUM · 2 reps · 858-832-1977
Recruiting & transitionsM&A & valuation
48
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK, NY) left the SEC roster (was $805.3M RAUM, 2 reps). IAPD ↗fund
$805.3M RAUM · 2 reps · (212) 325-2000 · credit-suisse.com
Recruiting & transitionsM&A & valuation
48
STONEPINE CAPITAL MANAGEMENT, LLC (BEND, OR) left the SEC roster (was $347.8M RAUM, 4 reps). IAPD ↗fund
$347.8M RAUM · 4 reps · 541-647-5673 · stonepinecap.com
Recruiting & transitionsM&A & valuation
48
AQUILO CAPITAL MANAGEMENT, LLC (SAN FRANCISCO, CA) left the SEC roster (was $257.6M RAUM, 5 reps). IAPD ↗fund
$257.6M RAUM · 5 reps · 415-635-0140
Recruiting & transitionsM&A & valuation
48
P & S CREDIT MANAGEMENT, L.P. (NEW YORK, NY) left the SEC roster (was $500.7M RAUM, 6 reps). IAPD ↗fund
$500.7M RAUM · 6 reps · 212 527 8280 · moelisassetmanagement.com
Recruiting & transitionsM&A & valuation
48
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC (SAN MATEO, CA) left the SEC roster (was $758.0M RAUM, 1 reps). IAPD ↗fund
$758.0M RAUM · 1 reps · 650-954-2444
Recruiting & transitionsM&A & valuation
48
OLD WELL PARTNERS, LLC (CHARLOTTE, NC) left the SEC roster (was $384.0M RAUM, 2 reps). IAPD ↗fund
$384.0M RAUM · 2 reps · (704) 248-0380
Recruiting & transitionsM&A & valuation
48
D. E. SHAW RENEWABLE INVESTMENTS, L.L.C. (NEW YORK, NY) left the SEC roster (was $971.7M RAUM, 32 reps). IAPD ↗fund
$971.7M RAUM · 32 reps · 212-478-0000 · desri.com
Recruiting & transitionsM&A & valuation
48
SNOWCAT CAPITAL MANAGEMENT LP (NEW YORK, NY) left the SEC roster (was $500.6M RAUM, 3 reps). IAPD ↗fund
$500.6M RAUM · 3 reps · 646-908-6100
Recruiting & transitionsM&A & valuation
48
PHASE 2 PARTNERS (SAN FRANCISCO, CA) left the SEC roster (was $487.4M RAUM, 5 reps). IAPD ↗fund
$487.4M RAUM · 5 reps · 415-503-5712 · phase2partners.com
Recruiting & transitionsM&A & valuation
48
Z2 INVESTMENT MANAGEMENT, LP (STAMFORD, CT) left the SEC roster (was $859.6M RAUM, 8 reps). IAPD ↗fund
$859.6M RAUM · 8 reps · 914-504-2380 · z2mgmt.com
Recruiting & transitionsM&A & valuation
45
MILLRACE ASSET GROUP, INC. (BERWYN, PA) left the SEC roster (was $194.1M RAUM, 4 reps). IAPD ↗fund
$194.1M RAUM · 4 reps · 610-251-2820 · millraceasset.com
Recruiting & transitionsM&A & valuation
45
CARTICA MANAGEMENT, LLC (VERO BEACH, FL) left the SEC roster (was $1.7M RAUM, 2 reps). IAPD ↗fund
$1.7M RAUM · 2 reps · 202-367-3015 · cartica.com
Recruiting & transitionsM&A & valuation
45
AXEL CAPITAL MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $27.6M RAUM, 2 reps). IAPD ↗fund
$27.6M RAUM · 2 reps · 212-935-7111 · axelcapital.com
Recruiting & transitionsM&A & valuation
45
PERENNIAL CAPITAL ADVISORS, LLC (BOSTON, MA) left the SEC roster (was $92.0M RAUM, 4 reps). IAPD ↗fund
$92.0M RAUM · 4 reps · 617-248-8960 · perennialcap.com
Recruiting & transitionsM&A & valuation
45
TEGEAN CAPITAL MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $205.4M RAUM, 3 reps). IAPD ↗fund
$205.4M RAUM · 3 reps · 212-201-1950 · tegean.com
Recruiting & transitionsM&A & valuation
45
MP RIA, LLC (DENVER, CO) left the SEC roster (was $113.1M RAUM, 8 reps). IAPD ↗fund
$113.1M RAUM · 8 reps · 303-773-0369 · millerglobal.com
Recruiting & transitionsM&A & valuation
45
TALL TREE INVESTMENT MANAGEMENT, LLC (WARRENVILLE, IL) left the SEC roster (was $235.3M RAUM, 6 reps). IAPD ↗fund
$235.3M RAUM · 6 reps · 312-224-7822 · talltreeim.com
Recruiting & transitionsM&A & valuation
45
B. RILEY CAPITAL MANAGEMENT (LOS ANGELES, CA) left the SEC roster (was $200.4M RAUM, 1 reps). IAPD ↗fund
$200.4M RAUM · 1 reps · 310-966-1444
Recruiting & transitionsM&A & valuation
45
GREY MOUNTAIN PARTNERS (BOULDER, CO) left the SEC roster (was $39.7M RAUM, 2 reps). IAPD ↗fund
$39.7M RAUM · 2 reps · 303-449-5692 · greymountain.com
Recruiting & transitionsM&A & valuation
45
BLUEMAR CAPITAL MANAGEMENT, LLC (MIAMI, FL) left the SEC roster (was $123.8M RAUM, 1 reps). IAPD ↗fund
$123.8M RAUM · 1 reps · 212-446-2400 · bluemarcapital.com
Recruiting & transitionsM&A & valuation
45
MORGENTHALER MANAGEMENT CORPORATION (PORTOLA VALLEY, CA) left the SEC roster (was $106.7M RAUM, 9 reps). IAPD ↗fund
$106.7M RAUM · 9 reps · 650-388-7600 · morgenthaler.com
Recruiting & transitionsM&A & valuation
45
SIB LLC (location n/a) left the SEC roster (was $199.4M RAUM, 1 reps). IAPD ↗fund
$199.4M RAUM · 1 reps · 516-457-9295
Recruiting & transitionsM&A & valuation
45
UPWELLING CAPITAL GROUP LLC (DAVIS, CA) left the SEC roster (was $115.2M RAUM, 6 reps). IAPD ↗fund
$115.2M RAUM · 6 reps · 530-758-7888 · upwellingcapital.com
Recruiting & transitionsM&A & valuation
45
MPA CAPITAL MANAGEMENT LLC (WILMINGTON, DE) left the SEC roster (was $60.5M RAUM, 2 reps). IAPD ↗fund
$60.5M RAUM · 2 reps · 302-573-3570
Recruiting & transitionsM&A & valuation
45
ELANUS CAPITAL (location n/a) left the SEC roster (was $129.3M RAUM, 1 reps). IAPD ↗fund
$129.3M RAUM · 1 reps · 516-840-2343 · elanuscapital.com
Recruiting & transitionsM&A & valuation
45
GAMMA REAL ESTATE CAPITAL MANAGEMENT, INC. (NEW YORK, NY) left the SEC roster (was $108.5M RAUM, 2 reps). IAPD ↗fund
$108.5M RAUM · 2 reps · 212-922-0222 · gammarealestate.com
Recruiting & transitionsM&A & valuation
45
KORR ACQUISITIONS (WESTBURY, NY) left the SEC roster (was $130.5M RAUM, 1 reps). IAPD ↗fund
$130.5M RAUM · 1 reps · 855-567-7858 · korracquisitions.com
Recruiting & transitionsM&A & valuation
45
JUNA EQUITY PARTNERS, LP (WESTPORT, CT) left the SEC roster (was $154.1M RAUM, 2 reps). IAPD ↗fund
$154.1M RAUM · 2 reps · 212-271-0250 · junaequitypartners.com
Recruiting & transitionsM&A & valuation
45
SUNDERLAND CAPITAL PARTNERS LP (BOSTON, MA) left the SEC roster (was $55.6M RAUM, 2 reps). IAPD ↗fund
$55.6M RAUM · 2 reps · 617-894-3057
Recruiting & transitionsM&A & valuation
45
NEW SUMMIT INVESTMENTS LLC (MANCHESTER, MA) left the SEC roster (was $121.9M RAUM, 2 reps). IAPD ↗fund
$121.9M RAUM · 2 reps · 978-578-4265 · newsummitinvestments.com
Recruiting & transitionsM&A & valuation
45
GRP ROYALTY HOLDINGS LLC (DALLAS, TX) left the SEC roster (was $99.0M RAUM, 3 reps). IAPD ↗fund
$99.0M RAUM · 3 reps · 214-378-3710 · grpenergycap.com
Recruiting & transitionsM&A & valuation
45
GRANITE GROWTH HEALTH PARTNERS (location n/a) left the SEC roster (was $209.3M RAUM, 3 reps). IAPD ↗fund
$209.3M RAUM · 3 reps · 650-888-3072 · granitegrowthhealthpartners.com
Recruiting & transitionsM&A & valuation
45
CALVION CAPITAL MANAGEMENT, LP (NEW YORK, NY) left the SEC roster (was $189.8M RAUM, 4 reps). IAPD ↗fund
$189.8M RAUM · 4 reps · 347-791-4896 · calvioncapital.com
Recruiting & transitionsM&A & valuation
45
LONGVIEW INNOVATION CORP. (WILMINGTON, DE) left the SEC roster (was $125.1M RAUM, 5 reps). IAPD ↗fund
$125.1M RAUM · 5 reps · 302-526-1610 · longviewinnovation.com
Recruiting & transitionsM&A & valuation
45
IN-DEPTH PARTNERS, LLC (MIAMI, FL) left the SEC roster (was $176.8M RAUM, 2 reps). IAPD ↗fund
$176.8M RAUM · 2 reps · 786-688-4347 · in-depthpartners.com
Recruiting & transitionsM&A & valuation
45
CW INSTITUTIONAL, LLC (NAPLES, FL) left the SEC roster (was $32.8M RAUM, 2 reps). IAPD ↗fund
$32.8M RAUM · 2 reps · 239-434-7434
Recruiting & transitionsM&A & valuation
45
TAIKA CAPITAL (SUNNY ISLES BEACH, FL) left the SEC roster (was $248.8M RAUM, 4 reps). IAPD ↗fund
$248.8M RAUM · 4 reps · 646-472-5042 · taikacapital.com
Recruiting & transitionsM&A & valuation
45
SEA OTTER ADVISORS LLC (MIAMI, FL) left the SEC roster (was $124.7M RAUM, 4 reps). IAPD ↗fund
$124.7M RAUM · 4 reps · 646-849-3810
Recruiting & transitionsM&A & valuation
45
SYSTEMATIC PORTFOLIOS LLC (NEW YORK, NY) left the SEC roster (was $102.3M RAUM, 1 reps). IAPD ↗fund
$102.3M RAUM · 1 reps · 929.523.6857 · systematicportfolios.com
Recruiting & transitionsM&A & valuation
45
NVERSES CAPITAL, LLC (WELLINGTON, FL) left the SEC roster (was $134.4M RAUM, 3 reps). IAPD ↗fund
$134.4M RAUM · 3 reps · 561-234-0766
Recruiting & transitionsM&A & valuation
45
KUAHIWI MANAGEMENT LLC (BOSTON, MA) left the SEC roster — its 120-day provisional registration did not convert (was $21.4M RAUM, 4 reps). IAPD ↗fund
$21.4M RAUM · 4 reps · (617) 214-3405
Recruiting & transitionsM&A & valuation
35
NISSAY ASSET MANAGEMENT CORPORATION (TOKYO, Japan) left the SEC roster (was $206.68B RAUM, 235 reps). IAPD ↗foreign
$206.68B RAUM · 235 reps · -9455
Recruiting & transitionsM&A & valuation
35
FARALLON CAPITAL EUROPE LLP (LONDON, United Kingdom) left the SEC roster (was $4.08B RAUM, 24 reps). IAPD ↗foreign
$4.08B RAUM · 24 reps · 0044-207-395-7200 · faralloncapital.com
Recruiting & transitionsM&A & valuation
35
SPROTT ASSET MANAGEMENT LP (TORONTO, ONTARIO, Canada) left the SEC roster (was $1.42B RAUM, 10 reps). IAPD ↗foreign
$1.42B RAUM · 10 reps · 416-943-8099
Recruiting & transitionsM&A & valuation
35
RIVER GLOBAL INVESTORS LLP (LONDON, United Kingdom) left the SEC roster (was $2.72B RAUM, 11 reps). IAPD ↗foreign
$2.72B RAUM · 11 reps · 44 203 327 5100
Recruiting & transitionsM&A & valuation
35
FIVE ARROWS MANAGERS LLP (LONDON, United Kingdom) left the SEC roster (was $11.08B RAUM, 85 reps). IAPD ↗foreign
$11.08B RAUM · 85 reps · 44 20 7280 1028 · rothschildandco.com
Recruiting & transitionsM&A & valuation
35
DORCHESTER WEALTH MANAGEMENT COMPANY (MONTREAL, QUEBEC, Canada) left the SEC roster (was $1.31B RAUM, 11 reps). IAPD ↗foreign
$1.31B RAUM · 11 reps · 514-861-5841
Recruiting & transitionsM&A & valuation
35
GAM SYSTEMATIC LLP (LONDON, United Kingdom) left the SEC roster (was $2.00B RAUM, 10 reps). IAPD ↗foreign
$2.00B RAUM · 10 reps · 00 44 207 493 9990
Recruiting & transitionsM&A & valuation
33
COLUMBIA THREADNEEDLE INVESTMENTS (LONDON, United Kingdom) left the SEC roster (was $358.1M RAUM, 100 reps). IAPD ↗foreign
$358.1M RAUM · 100 reps · 0044-20-7464-5000
Recruiting & transitionsM&A & valuation
33
INCOME PARTNERS ASSET MANAGEMENT (HK) LIMITED (HONG KONG, Hong Kong) left the SEC roster (was $368.3M RAUM, 7 reps). IAPD ↗foreign
$368.3M RAUM · 7 reps · 852 2169 2100 · incomepartners.com
Recruiting & transitionsM&A & valuation
33
SAMSUNG ASSET MANAGEMENT (HONG KONG) LIMITED (HONG KONG, Hong Kong) left the SEC roster (was $775.5M RAUM, 8 reps). IAPD ↗foreign
$775.5M RAUM · 8 reps · 852 21158710 · samsungetfhk.com
Recruiting & transitionsM&A & valuation
33
POWER SUSTAINABLE INVESTMENT MANAGEMENT INC. (MONTREAL, QUEBEC, Canada) left the SEC roster (was $515.2M RAUM, 12 reps). IAPD ↗foreign
$515.2M RAUM · 12 reps · 514-286-7400 · powersustainable.com
Recruiting & transitionsM&A & valuation
30
OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED (PINELANDS, South Africa) left the SEC roster (was $229.5M RAUM, 4 reps). IAPD ↗foreign
$229.5M RAUM · 4 reps · +27 21 509 5022 · oldmutual.co.za
Recruiting & transitionsM&A & valuation
30
KCPS CAPITAL MANAGEMENT LTD. (RAMAT-GAN, Israel) left the SEC roster (was $5.8M RAUM, 6 reps). IAPD ↗foreign
$5.8M RAUM · 6 reps · 972.3.777.9000
Recruiting & transitionsM&A & valuation
30
QUANTUMROCK CAPITAL GMBH (KIEL, Germany) left the SEC roster (was $16.0M RAUM, 4 reps). IAPD ↗foreign
$16.0M RAUM · 4 reps · +49 431 800 15 300 · quantumrock.de
Recruiting & transitionsM&A & valuation
30
TEMA GLOBAL LIMITED (ST. HELIER, JERSEY, Jersey) left the SEC roster (was $116.0M RAUM, 5 reps). IAPD ↗foreign
$116.0M RAUM · 5 reps · 447948254411
Recruiting & transitionsM&A & valuation
relocation — 144 Main office moved to a different city or state.
50
ARVEST WEALTH MANAGEMENT moved its main office from ROGERS, AR to LOWELL, AR. IAPD ↗
$2.82B RAUM · 216 reps · 888-916-2121 · share.arvest.com
Office IT & facilitiesMarketing & brand
50
MELLON INVESTMENTS CORPORATION moved its main office from BOSTON, MA to PITTSBURGH, PA. IAPD ↗
$763.69B RAUM · 67 reps · 617-248-3682
Office IT & facilitiesMarketing & brand
50
TLG ADVISORS, INC. moved its main office from LITTLETON, CO to SUMMIT, NJ. IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
Office IT & facilitiesMarketing & brand
50
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. moved its main office from ST. LOUIS, MO to CHESTERFIELD, MO. IAPD ↗
$2.20B RAUM · 39 reps · 888-882-0072 · acropolisinvestment.biz
Office IT & facilitiesMarketing & brand
50
MCF ADVISORS, LLC moved its main office from COVINGTON, KY to LEXINGTON, KY. IAPD ↗
$3.33B RAUM · 18 reps · 859-967-0999 · mcfinstitutional.com
Office IT & facilitiesMarketing & brand
50
BILL FEW ASSOCIATES, INC. moved its main office from PITTSBURGH, PA to SEWICKLEY, PA. IAPD ↗
$2.64B RAUM · 29 reps · 412 630-6000 · g.co
Office IT & facilitiesMarketing & brand
50
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC moved its main office from SANTA MONICA, CA to NEW YORK, NY. IAPD ↗
$228.74B RAUM · 173 reps · 212-739-0700
Office IT & facilitiesMarketing & brand
50
BLACK DIAMOND FINANCIAL, LLC moved its main office from TOWSON, MD to LUTHERVILLE, MD. IAPD ↗
$1.04B RAUM · 11 reps · 443-841-7772 · blackdfinancial.com
Office IT & facilitiesMarketing & brand
50
RETIREMENT MANAGEMENT SYSTEMS moved its main office from STEVENSVILLE, MD to LEONARDTOWN, MD. IAPD ↗
$1.66B RAUM · 5 reps · 301-327-5312
Office IT & facilitiesMarketing & brand
50
ALPHA CUBED INVESTMENTS, LLC moved its main office from IRVINE, CA to COSTA MESA, CA. IAPD ↗
$3.03B RAUM · 24 reps · (800) 701-2457
Office IT & facilitiesMarketing & brand
50
MCADAM LLC moved its main office from PHILADELPHIA, PA to RADNOR, PA. IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
Office IT & facilitiesMarketing & brand
50
SCHOOLCRAFT CAPITAL LLC moved its main office from BOULDER, CO to DENVER, CO. IAPD ↗
$1.23B RAUM · 8 reps · 303-625-6868 · schoolcraftcapital.com
Office IT & facilitiesMarketing & brand
50
FAIRCOURT PARTNERS, LLC moved its main office from CHICAGO, IL to LAKE BLUFF, IL. IAPD ↗
$2.45B RAUM · 3 reps · (312) 819-5010
Office IT & facilitiesMarketing & brand
50
HAYS FINANCIAL GROUP, LLC moved its main office from EDINA, MN to MINNEAPOLIS, MN. IAPD ↗
$6.09B RAUM · 4 reps · (612) 373-9863
Office IT & facilitiesMarketing & brand
50
DALTON INVESTMENTS, INC. moved its main office from LAS VEGAS, NV to EL SEGUNDO, CA. IAPD ↗
$4.11B RAUM · 17 reps · 4242319100 · daltoninvestments.com
Office IT & facilitiesMarketing & brand
50
BLEAKLEY FINANCIAL GROUP, LLC moved its main office from FAIRFIELD, NJ to PARSIPPANY, NJ. IAPD ↗
$10.07B RAUM · 84 reps · (973) 575-4180
Office IT & facilitiesMarketing & brand
50
STRIVE ASSET MANAGEMENT moved its main office from DUBLIN, OH to DALLAS, TX. IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
Office IT & facilitiesMarketing & brand
48
KEYSTONE FINANCIAL PLANNING, INC moved its main office from MIDDLEBURG HEIGHTS, OH to WESTLAKE, OH. IAPD ↗
$377.5M RAUM · 2 reps · 440-234-6323 · keystonefin.com
Office IT & facilitiesMarketing & brand
48
PEGASUS ASSET MANAGEMENT INC moved its main office from MONTEBELLO, NY to MORRISTOWN, NJ. IAPD ↗
$473.2M RAUM · 3 reps · 845-369-9422 · pegasusassetmgt.com
Office IT & facilitiesMarketing & brand
48
PVG ASSET MANAGEMENT CORP moved its main office from DENVER, CO to CENTENNIAL, CO. IAPD ↗
$617.9M RAUM · 6 reps · 303-526-0548 · facebook.com\pvgasset
Office IT & facilitiesMarketing & brand
48
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC moved its main office from IPSWICH, MA to BEVERLY, MA. IAPD ↗
$695.6M RAUM · 6 reps · 978-356-6333 · ipswichinvestment.com
Office IT & facilitiesMarketing & brand
48
ITS ASSET MANAGEMENT, L.P. moved its main office from WASHINGTON, PA to NORTH HAVEN, CT. IAPD ↗
$282.8M RAUM · 2 reps · 203-234-9499 · ptsmanagement.com
Office IT & facilitiesMarketing & brand
48
BELL INVESTMENT ADVISORS INC moved its main office from OAKLAND, CA to ORINDA, CA. IAPD ↗
$686.4M RAUM · 6 reps · 510-433-1066
Office IT & facilitiesMarketing & brand
48
MEIRA WEALTH moved its main office from CORAL CABLES, FL to CORAL GABLES, FL. IAPD ↗
$279.6M RAUM · 5 reps · 305-670-4440
Office IT & facilitiesMarketing & brand
48
ASSET PLANNING, INC moved its main office from CYPRESS, CA to LOS ALAMITOS, CA. IAPD ↗
$506.0M RAUM · 6 reps · 714-827-5794 · assetplanninginc.com
Office IT & facilitiesMarketing & brand
48
CASTLE WEALTH MANAGEMENT moved its main office from WEST PALM BEACH, FL to BOYNTON BEACH, FL. IAPD ↗
$371.9M RAUM · 6 reps · 561-686-9604
Office IT & facilitiesMarketing & brand
48
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. moved its main office from REDWOOD CITY, CA to PETALUMA, CA. IAPD ↗
$253.6M RAUM · 2 reps · (650) 463-0200
Office IT & facilitiesMarketing & brand
48
ALTRIUS CAPITAL MANAGEMENT, INC. moved its main office from NEW BERN, NC to GRAND RAPIDS, MI. IAPD ↗
$626.8M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
Office IT & facilitiesMarketing & brand
48
CONFIDENCE WEALTH MANAGEMENT, INC. moved its main office from HENDERSON, NV to LOS ANGELES, CA. IAPD ↗
$344.2M RAUM · 12 reps · 310-824-1000
Office IT & facilitiesMarketing & brand
48
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC moved its main office from NEW YORK, NY to CHARLOTTESVILLE, VA. IAPD ↗
$323.7M RAUM · 4 reps · 800-628-3812 · fieldsgottscho.com
Office IT & facilitiesMarketing & brand
48
OPTIVEST, INC. moved its main office from DANA POINT, CA to SAN JUAN CAPISTRANO, CA. IAPD ↗
$316.1M RAUM · 3 reps · 949-363-8686 · optivestinc.com
Office IT & facilitiesMarketing & brand
48
INTEGRITY FINANCIAL CORPORATION moved its main office from CHEYENNE, WY to JACKSON, WY. IAPD ↗
$680.1M RAUM · 20 reps · 8007944015
Office IT & facilitiesMarketing & brand
48
THE WEALTH COLLABORATIVE, INC. moved its main office from WESTLAKE VILLAGE, CA to CORONA DEL MAR, CA. IAPD ↗
$702.0M RAUM · 2 reps · 818-577-1180
Office IT & facilitiesMarketing & brand
48
MERITAS WEALTH MANAGEMENT, LLC moved its main office from LARKSPUR, CA to SAN RAFAEL, CA. IAPD ↗
$533.8M RAUM · 5 reps · 415-300-4560
Office IT & facilitiesMarketing & brand
48
NAUTILUS ADVISORS LLC moved its main office from SAN DIEGO, CA to LA JOLLA, CA. IAPD ↗
$267.6M RAUM · 3 reps · 619-573-4590
Office IT & facilitiesMarketing & brand
48
FULLCIRCLE WEALTH LLC moved its main office from DALLAS, TX to MCKINNEY, TX. IAPD ↗
$393.5M RAUM · 4 reps · 972-480-6200 · fullcircle-wealth.com
Office IT & facilitiesMarketing & brand
48
FINANCIAL PLANNING SOLUTIONS, LLC moved its main office from NEWTON, MA to AUBURNDALE, MA. IAPD ↗
$312.4M RAUM · 5 reps · 617-630-4978 · elderplan.com
Office IT & facilitiesMarketing & brand
48
HARPSWELL CAPITAL ADVISORS, LLC moved its main office from NEW GLOUCESTER, ME to YARMOUTH, ME. IAPD ↗
$497.4M RAUM · 2 reps · 207-926-1380
Office IT & facilitiesMarketing & brand
48
ALIGN IMPACT, LLC moved its main office from SANTA MONICA, CA to DENVER, CO. IAPD ↗
$782.3M RAUM · 19 reps · 805-243-8055
Office IT & facilitiesMarketing & brand
48
ARJUNA CAPITAL, LLC moved its main office from DURHAM, NC to MANCHESTER, MA. IAPD ↗
$634.1M RAUM · 3 reps · (978) 704-0112 · arjuna-capital.com
Office IT & facilitiesMarketing & brand
48
ATLAS PRIVATE WEALTH ADVISORS moved its main office from MATAWAN, NJ to RED BANK, NJ. IAPD ↗
$688.1M RAUM · 13 reps · (888) 996-2666
Office IT & facilitiesMarketing & brand
48
MARIN BAY WEALTH ADVISORS, LLC moved its main office from SAUSALITO, CA to SAN ANSELMO, CA. IAPD ↗
$328.7M RAUM · 2 reps · 415-944-6457
Office IT & facilitiesMarketing & brand
48
4J WEALTH MANAGEMENT, LLC moved its main office from ALEXANDRIA, VA to MCLEAN, VA. IAPD ↗
$294.1M RAUM · 4 reps · (703) 566-9573
Office IT & facilitiesMarketing & brand
48
HOXTON WEALTH USA LLC moved its main office from BARSHA HEIGHTS, DUBAI, to JERSEY CITY, NJ. IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
Office IT & facilitiesMarketing & brand
48
TACTIVE ADVISORS, LLC moved its main office from JACKSONVILLE, FL to SARASOTA, FL. IAPD ↗
$456.9M RAUM · 13 reps · 855-282-2848 · pcliftonfinancial.com
Office IT & facilitiesMarketing & brand
48
UNION HERITAGE CAPITAL moved its main office from BLOOMFIELD HILLS, MI to DETROIT, MI. IAPD ↗
$279.8M RAUM · 1 reps · 313-300-0207 · unionheritage.com
Office IT & facilitiesMarketing & brand
48
ESSENTIAL PARTNERS LLC moved its main office from PACIFIC PALISADES, CA to RANCHO SANTA FE,, CA. IAPD ↗
$325.1M RAUM · 1 reps · 213-878-0074 · essentialp.com
Office IT & facilitiesMarketing & brand
48
TRANSCE3ND LLC moved its main office from KYLE, TX to BUDA, TX. IAPD ↗
$362.0M RAUM · 39 reps · 512-268-9220 · e3wealth.com
Office IT & facilitiesMarketing & brand
48
BRIDGEPORT FINANCIAL SOLUTIONS moved its main office from FAIRFIELD, IA to PHOENIX, AZ. IAPD ↗
$484.5M RAUM · 11 reps · 877-411-2737 · bridgeport.financial
Office IT & facilitiesMarketing & brand
48
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC moved its main office from WESTPORT, CT to STAMFORD, CT. IAPD ↗
$447.4M RAUM · 3 reps · (888) 865-7268 · franklintempleton.com
Office IT & facilitiesMarketing & brand
48
FIRST TURN MANAGEMENT, LLC moved its main office from DEL MAR, CA to SOLANA BEACH, CA. IAPD ↗
$536.6M RAUM · 3 reps · 310-902-0958
Office IT & facilitiesMarketing & brand
48
A&M PRIVATE WEALTH PARTNERS, LLC moved its main office from PALM BEACH GARDENS, FL to WEST PALM BEACH, FL. IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
Office IT & facilitiesMarketing & brand
48
NAVISTA WEALTH MANAGEMENT, INC. moved its main office from MINNEAPOLIS, MN to MINNETONKA, MN. IAPD ↗
$632.6M RAUM · 3 reps · 612-315-2400 · navistawealth.com
Office IT & facilitiesMarketing & brand
48
ELEVATED FINANCIAL GROUP moved its main office from INDIANAPOLIS, IN to CARMEL, IN. IAPD ↗
$399.3M RAUM · 4 reps · 317-533-7721 · elevatedfg.com
Office IT & facilitiesMarketing & brand
45
WESTPARK CAPITAL, INC. moved its main office from LOS ANGELES, CA to NEW YORK, NY. IAPD ↗
$47.6M RAUM · 10 reps · 347-429-8380 · diligentfinancialgroup.com
Office IT & facilitiesMarketing & brand
45
GUILD INVESTMENT MANAGEMENT, INC. moved its main office from LOS ANGELES, CA to WESTLAKE VILLAGE, CA. IAPD ↗
$151.9M RAUM · 3 reps · 310-826-8600 · guildinvestment.com
Office IT & facilitiesMarketing & brand
45
PEGASUS GROUP, LLC moved its main office from MONTEBELLO, NY to MORRISTOWN, NJ. IAPD ↗
$77.3M RAUM · 2 reps · 845-369-9422
Office IT & facilitiesMarketing & brand
45
SPECTRUM ADVISORS, INC. moved its main office from ADDISON, TX to PLANO, TX. IAPD ↗
$149.0M RAUM · 4 reps · 972-931-3700 · spectrumadvisors.net
Office IT & facilitiesMarketing & brand
45
SEAMANS CAPITAL MANAGEMENT, LLC moved its main office from LEXINGTON, MA to WALTHAM, MA. IAPD ↗
$124.8M RAUM · 3 reps · 781-890-5225 · seamansholdings.com
Office IT & facilitiesMarketing & brand
45
BASSETT HARGROVE INVESTMENT COUNSEL, LLC moved its main office from GREENVILLE, DE to CHADDS FORD, PA. IAPD ↗
$114.9M RAUM · 1 reps · 610-388-7803 · bassetthargrove.com
Office IT & facilitiesMarketing & brand
45
BLUE MARBLE INVESTMENTS moved its main office from SAN LUIS OBISPO, CA to SANTA BARBARA, CA. IAPD ↗
$181.4M RAUM · 3 reps · 805-595-1820
Office IT & facilitiesMarketing & brand
45
QUANTITATIVE ASSET MANAGEMENT, LLC moved its main office from WAYZATA, MN to MINNETONKA, MN. IAPD ↗
$163.6M RAUM · 2 reps · 952-476-7855 · qamgmt.com
Office IT & facilitiesMarketing & brand
45
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS moved its main office from MEDFORD, OR to JACKSONVILLE, OR. IAPD ↗
$196.6M RAUM · 2 reps · 541-500-4321 · jonescares.org
Office IT & facilitiesMarketing & brand
45
CORE PLANNING moved its main office from ST. LOUIS, MO to OFALLON, MO. IAPD ↗
$121.5M RAUM · 32 reps · 636-734-7507 · savor.financial
Office IT & facilitiesMarketing & brand
45
PMD ADVISORY moved its main office from VESTAVIA HILLS, AL to HOOVER, AL. IAPD ↗
$104.4M RAUM · 2 reps · 205-986-0060 · pmdadvisory.com
Office IT & facilitiesMarketing & brand
45
APPROACH RETIREMENT ADVISORS, LLC moved its main office from VESTAVIA, AL to BIRMINGHAM, AL. IAPD ↗
$199.4M RAUM · 2 reps · (205) 588-8637 · approachretirement.com
Office IT & facilitiesMarketing & brand
45
ARISTOTLE CREDIT PARTNERS, LLC moved its main office from NEWPORT BEACH, CA to LOS ANGELES, CA. IAPD ↗
$225.0M RAUM · 2 reps · 949-681-2100
Office IT & facilitiesMarketing & brand
45
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. moved its main office from WESTLAKE, OH to CLEVELAND, OH. IAPD ↗
$53.9M RAUM · 0 reps · 440-899-1121
Office IT & facilitiesMarketing & brand
45
SAPIENCE INVESTMENTS, LLC moved its main office from NEWPORT BEACH, CA to IRVINE, CA. IAPD ↗
$184.7M RAUM · 4 reps · 949 662 1011 · sapienceinv.com
Office IT & facilitiesMarketing & brand
45
PLANROCK INVESTMENTS LLC moved its main office from BRENTWOOD, TN to FRANKLIN, TN. IAPD ↗
$64.4M RAUM · 4 reps · 800-677-6025 · planrock.com
Office IT & facilitiesMarketing & brand
45
RAYLIANT INVESTMENT RESEARCH moved its main office from PASADENA, CA to NEWPORT BEACH, CA. IAPD ↗
$167.6M RAUM · 11 reps · 626-407-4581 · rayliant.com
Office IT & facilitiesMarketing & brand
45
WINTER & ASSOCIATES, INC. moved its main office from SAINT PAUL, MN to ST. PAUL, MN. IAPD ↗
$147.5M RAUM · 4 reps · (651) 414-5000
Office IT & facilitiesMarketing & brand
45
FINANCIAL PLANNING SERVICES, INC. moved its main office from CHARLOTTE, NC to FORT LAUDERDALE, FL. IAPD ↗
$145.0M RAUM · 2 reps · 954-526-8339 · ifsinvest.com
Office IT & facilitiesMarketing & brand
45
SKYBOUND WEALTH MANAGEMENT USA, LLC moved its main office from LONDON, to HOUSTON, TX. IAPD ↗
$160.6M RAUM · 6 reps · 1-346-845-0001
Office IT & facilitiesMarketing & brand
45
CALLAHAN FINANCIAL PLANNING moved its main office from COUNCIL BLUFFS, IA to TREYNOR, IA. IAPD ↗
$86.3M RAUM · 3 reps · (800) 991-5195 · callahanfp.com
Office IT & facilitiesMarketing & brand
45
BLUEPRINT FINANCIAL ADVISORS moved its main office from GREENSBORO, NC to CHARLOTTE, NC. IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
Office IT & facilitiesMarketing & brand
45
VALUR ROBO ADVISORS moved its main office from MIAMI, FL to NEW YORK, NY. IAPD ↗
$2.9M RAUM · 1 reps · 415-968-9304 · valurfinance.com
Office IT & facilitiesMarketing & brand
45
TRUEDGE ASSET MANAGEMENT LLC moved its main office from CARMEL, IN to INDIANAPOLIS, IN. IAPD ↗
$306,351 RAUM · 1 reps · 317-581-4010 · truedgeam.com
Office IT & facilitiesMarketing & brand
45
COVINGTONALSINA moved its main office from ANNAPOLIS, MD to JACKSONVILLE, FL. IAPD ↗
$189.3M RAUM · 4 reps · 410-457-7165
Office IT & facilitiesMarketing & brand
45
KELLY WEALTH MANAGEMENT, INC. moved its main office from SOUTHFIELD, MI to ROYAL OAK, MI. IAPD ↗
$134.4M RAUM · 2 reps · 248-262-7217
Office IT & facilitiesMarketing & brand
45
DECISIONMAP WEALTH MANAGEMENT, LLC moved its main office from RESTON, VA to GREAT FALLS, VA. IAPD ↗
$242.5M RAUM · 4 reps · (703) 520-1160 · decisionmap.com
Office IT & facilitiesMarketing & brand
45
EMPOWER PRIVATE WEALTH moved its main office from SARASOTA, FL to NEW YORK, NY. IAPD ↗
$29.5M RAUM · 1 reps · 941-340-0404 · empowerpw.com
Office IT & facilitiesMarketing & brand
40
MAN GLOBAL PRIVATE MARKETS (USA) INC. moved its main office from CHARLOTTE, NC to NEW YORK, NY. IAPD ↗institutional
$1.49B RAUM · 16 reps · 980 321 7560 · man.com
Office IT & facilitiesMarketing & brand
38
MATTHEW 25 MANAGEMENT CORP moved its main office from DRESHER, PA to AMBLER, PA. IAPD ↗institutional
$281.8M RAUM · 1 reps · 215-884-4458
Office IT & facilitiesMarketing & brand
38
NEWFRONT RETIREMENT SERVICES, INC. moved its main office from SAN FRANCISCO, CA to SAN MATEO, CA. IAPD ↗institutional
$649.3M RAUM · 19 reps · 415-754-3635 · newfront.com
Office IT & facilitiesMarketing & brand
35
ALLIANCEBERNSTEIN CORPORATION moved its main office from NASHVILLE, TN to NEW YORK, NY. IAPD ↗institutional
$0 RAUM · 0 reps · 212-969-1000
Office IT & facilitiesMarketing & brand
35
HQ CAPITAL PRIVATE EQUITY LLC moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗fund
$8.05B RAUM · 14 reps · 786-944-0500
Office IT & facilitiesMarketing & brand
35
FILLMORE CAPITAL PARTNERS, LLC moved its main office from COLUMBUS, OH to POWELL, OH. IAPD ↗fund
$1.38B RAUM · 10 reps · 614-781-1420 · fillmorecap.com
Office IT & facilitiesMarketing & brand
35
VARDE MANAGEMENT, L.P. moved its main office from MINNEAPOLIS, MN to NEW YORK, NY. IAPD ↗fund
$17.98B RAUM · 65 reps · 212-321-3780 · varde.com
Office IT & facilitiesMarketing & brand
35
GLADIUS CAPITAL MANAGEMENT LP moved its main office from CHICAGO, IL to PARK CITY, UT. IAPD ↗fund
$3.06B RAUM · 6 reps · 312-348-5900 · gladiusgroup.com
Office IT & facilitiesMarketing & brand
35
VANCE STREET CAPITAL LLC moved its main office from PACIFIC PALISADES, CA to LOS ANGELES, CA. IAPD ↗fund
$2.98B RAUM · 21 reps · 310-231-7100 · vancestreetcapital.com
Office IT & facilitiesMarketing & brand
35
ROCKPOINT moved its main office from DALLAS, TX to BOSTON, MA. IAPD ↗fund
$12.78B RAUM · 46 reps · 617-437-8400 · rockpoint.com
Office IT & facilitiesMarketing & brand
35
FLEXPOINT FORD, LLC moved its main office from CHICAGO, IL to MIAMI, FL. IAPD ↗fund
$7.78B RAUM · 60 reps · 786-885-1850 · flexpointford.com
Office IT & facilitiesMarketing & brand
35
HITE HEDGE ASSET MANAGEMENT LLC moved its main office from QUINCY, MA to BRAINTREE, MA. IAPD ↗fund
$2.57B RAUM · 13 reps · 617-431-4360 · hitehedge.com
Office IT & facilitiesMarketing & brand
35
FISHER LYNCH CAPITAL, LLC moved its main office from SAN MATEO, CA to BURLINGAME, CA. IAPD ↗fund
$8.05B RAUM · 11 reps · 617-406-3124 · fisherlynch.com
Office IT & facilitiesMarketing & brand
35
WALLEYE CAPITAL LLC moved its main office from PLYMOUTH, MN to WAYZATA, MN. IAPD ↗fund
$47.29B RAUM · 147 reps · 952-345-5200 · walleyecapital.com
Office IT & facilitiesMarketing & brand
35
INDIGO PARTNERS LLC moved its main office from PHOENIX, AZ to SCOTTSDALE, AZ. IAPD ↗fund
$1.41B RAUM · 7 reps · 602-224-1500
Office IT & facilitiesMarketing & brand
35
STEADVIEW CAPITAL MANAGEMENT LLC moved its main office from LONDON, to SAN FRANCISCO, CA. IAPD ↗fund
$3.04B RAUM · 10 reps · 2124040345 · steadview.com
Office IT & facilitiesMarketing & brand
35
STRATTAM CAPITAL MANAGEMENT, LLC moved its main office from AUSTIN, TX to SAN FRANCISCO, CA. IAPD ↗fund
$1.02B RAUM · 9 reps · 512-829-3963
Office IT & facilitiesMarketing & brand
35
OPENGATE CAPITAL MANAGEMENT, LLC moved its main office from LOS ANGELES, CA to NEW YORK, NY. IAPD ↗fund
$1.06B RAUM · 20 reps · 212-400-7400
Office IT & facilitiesMarketing & brand
35
THEOREM moved its main office from SAN MATEO, CA to NEW YORK, NY. IAPD ↗fund
$1.68B RAUM · 5 reps · 646-214-8587 · pagaya.com
Office IT & facilitiesMarketing & brand
35
BLUEPRINT CAPITAL ADVISORS LLC moved its main office from NEWARK, NJ to SHORT HILLS, NJ. IAPD ↗fund
$1.72B RAUM · 4 reps · 2127862084 · blueprintllc.com
Office IT & facilitiesMarketing & brand
35
1SHARPE CAPITAL LLC moved its main office from PIEDMONT, CA to SAN FRANCISCO, CA. IAPD ↗fund
$2.10B RAUM · 15 reps · 510-788-5000
Office IT & facilitiesMarketing & brand
35
LOCUST POINT CAPITAL moved its main office from RED BANK, NJ to MIAMI, FL. IAPD ↗fund
$1.51B RAUM · 26 reps · 732-945-7474 · locustpointcapital.com
Office IT & facilitiesMarketing & brand
35
DRAGONFLY DIGITAL MANAGEMENT, LLC moved its main office from OAKLAND, CA to SAN FRANCISCO, CA. IAPD ↗fund
$4.14B RAUM · 9 reps · 415-795-8868
Office IT & facilitiesMarketing & brand
35
ARDSLEY PARTNERS moved its main office from STAMFORD, CT to ROWAYTON, CT. IAPD ↗fund
$1.14B RAUM · 9 reps · 203-564-4200 · ardsley.com
Office IT & facilitiesMarketing & brand
35
DARK FOREST CAPITAL MANAGEMENT LP moved its main office from SAN JUAN, PR to NEW YORK, NY. IAPD ↗fund
$1.65B RAUM · 7 reps · 1-914-391-1549
Office IT & facilitiesMarketing & brand
35
10T HOLDINGS, LLC moved its main office from GREENWICH, CT to NEW YORK, NY. IAPD ↗fund
$1.36B RAUM · 12 reps · 203-441-7300
Office IT & facilitiesMarketing & brand
35
ARMADA ETFS moved its main office from SHELTON, CT to NOVI, MI. IAPD ↗institutional
$11.1M RAUM · 2 reps · 212-220-6681
Office IT & facilitiesMarketing & brand
35
DISTRIBUTION COGNIZANT, LLC moved its main office from MONTEREY, CA to PALO ALTO, CA. IAPD ↗institutional
$4.6M RAUM · 1 reps · 949-415-6325 · distributioncognizant.com
Office IT & facilitiesMarketing & brand
35
STRIVE ADVISORY, LLC moved its main office from DUBLIN, OH to DALLAS, TX. IAPD ↗institutional
$0 RAUM · 5 reps · 855-427-7360 · strive.com
Office IT & facilitiesMarketing & brand
35
NERDWALLET ADVISORY moved its main office from SAN FRANCISCO, CA to SCOTTSDALE, AZ. IAPD ↗institutional
$0 RAUM · 1 reps · 415-549-8913 · nerdwalletcoach.uprise.us
Office IT & facilitiesMarketing & brand
35
SIMPLIFY EQLS LLC moved its main office from NEW YORK, NY to LAS VEGAS, NV. IAPD ↗institutional
$114.3M RAUM · 13 reps · 646-585-0476
Office IT & facilitiesMarketing & brand
35
ROSCOMMON ANALYTICS LLC moved its main office from NEW YORK, NY to HOUSTON, TX. IAPD ↗fund
$1.36B RAUM · 54 reps · 212-850-8865
Office IT & facilitiesMarketing & brand
35
ALPHABIT INVESTMENTS, LLC moved its main office from GILBERT, AZ to FOREST CITY, IA. IAPD ↗institutional
$0 RAUM · 2 reps · 641-925-2138
Office IT & facilitiesMarketing & brand
33
VINE INVESTMENT ADVISORS, LP moved its main office from NEW YORK, NY to PALM BEACH GARDENS, FL. IAPD ↗fund
$546.3M RAUM · 1 reps · 9175127051
Office IT & facilitiesMarketing & brand
33
LNK PARTNERS, LLC moved its main office from WHITE PLAINS, NY to RYE BROOK, NY. IAPD ↗fund
$666.7M RAUM · 1 reps · 914-824-5900 · lnkpartners.com
Office IT & facilitiesMarketing & brand
33
OAK HARBOR CAPITAL, LLC moved its main office from SEATTLE, WA to LAS VEGAS, NV. IAPD ↗fund
$507.8M RAUM · 8 reps · 855-330-9520 · argolicallc.com
Office IT & facilitiesMarketing & brand
33
VILA, LLC moved its main office from LOS ANGELES, CA to SAN FRANCISCO, CA. IAPD ↗fund
$298.9M RAUM · 4 reps · 213-306-5950 · vilallc.com
Office IT & facilitiesMarketing & brand
33
GREENSLEDGE ASSET MANAGEMENT LLC moved its main office from HARTFORD, CT to SIMSBURY, CT. IAPD ↗fund
$606.0M RAUM · 3 reps · 860-256-4952 · greensledge.com
Office IT & facilitiesMarketing & brand
33
OCTAHEDRON CAPITAL MANAGEMENT, L.P. moved its main office from HILLSBOROUGH, CA to BURLINGAME, CA. IAPD ↗fund
$358.8M RAUM · 5 reps · 858-243-2204
Office IT & facilitiesMarketing & brand
33
KANBRICK LLC moved its main office from NASHVILLE, TN to CHARLOTTE, NC. IAPD ↗fund
$280.1M RAUM · 6 reps · 872-225-2249
Office IT & facilitiesMarketing & brand
33
FVLCRUM PARTNERS, LLC moved its main office from ROCKVILLE, MD to BETHESDA, MD. IAPD ↗fund
$298.3M RAUM · 11 reps · 202-960-1170
Office IT & facilitiesMarketing & brand
33
TYRO CAPITAL MANAGEMENT, LLC moved its main office from NEW YORK, NY to MIAMI, FL. IAPD ↗fund
$254.9M RAUM · 4 reps · 212-271-5285 · tyropartners.com
Office IT & facilitiesMarketing & brand
33
BENCH WALK ADVISORS LLC moved its main office from WILMINGTON, DE to BOCA RATON, FL. IAPD ↗fund
$627.3M RAUM · 13 reps · 561-448-4441
Office IT & facilitiesMarketing & brand
33
LNC PARTNERS moved its main office from RESTON, VA to ARLINGTON, VA. IAPD ↗fund
$642.4M RAUM · 13 reps · (703) 651-2150 · lnc-partners.com
Office IT & facilitiesMarketing & brand
33
FORTWOOD CAPITAL LP moved its main office from GRENWICH, CT to GREENWICH, CT. IAPD ↗fund
$320.8M RAUM · 4 reps · 475-303-3380
Office IT & facilitiesMarketing & brand
33
FORMAN CAPITAL, LLC moved its main office from BOYNTON BEACH, FL to DELRAY BEACH, FL. IAPD ↗fund
$368.1M RAUM · 11 reps · 561-588-0132 · formancap.com
Office IT & facilitiesMarketing & brand
30
MICROVEST CAPITAL MANAGEMENT moved its main office from BETHESDA, MD to WASHINGTON, DC. IAPD ↗fund
$169.7M RAUM · 3 reps · 202-450-1630
Office IT & facilitiesMarketing & brand
30
AETOS CAPITAL REAL ESTATE moved its main office from NEW YORK, NY to GREENWICH, CT. IAPD ↗fund
$210.5M RAUM · 3 reps · +1 (212) 710-3200 · aetoscapitalasia.com
Office IT & facilitiesMarketing & brand
30
PLEXO CAPITAL MANAGEMENT, LLC moved its main office from SAN FRANCISCO, CA to LOS ANGELES, CA. IAPD ↗fund
$161.7M RAUM · 2 reps · 510-838-0825
Office IT & facilitiesMarketing & brand
30
NATURAL CAPITAL moved its main office from LITTLE ROCK, AR to FAYETTEVILLE, AR. IAPD ↗fund
$218.0M RAUM · 10 reps · 501-517-3162 · naturalcapitalfirm.com
Office IT & facilitiesMarketing & brand
30
SHIMA CAPITAL MANAGEMENT LLC moved its main office from SAN JUAN, PR to IRVINE, CA. IAPD ↗fund
$164.6M RAUM · 6 reps · 808-301-2963 · shima.capital
Office IT & facilitiesMarketing & brand
30
C4M GLOBAL ADVISORS LLC moved its main office from WASHINGTON D.C., DC to ARLINGTON, VA. IAPD ↗fund
$10.7M RAUM · 2 reps · 888-336-8402 · c4m.com
Office IT & facilitiesMarketing & brand
30
KATE CAPITAL LLC moved its main office from STAMFORD, CT to WESTPORT, CT. IAPD ↗fund
$218.7M RAUM · 5 reps · 203-216-9667 · katecapllc.com
Office IT & facilitiesMarketing & brand
30
NEW CATALYST moved its main office from TYSONS, VA to MCLEAN, VA. IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
Office IT & facilitiesMarketing & brand
20
RECORD CURRENCY MANAGEMENT LIMITED moved its main office from BERKSHIRE, to LONDON, . IAPD ↗foreign
$101.90B RAUM · 38 reps · (44)2038921300 · recordfg.com
Office IT & facilitiesMarketing & brand
20
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED moved its main office from EDINBURGH SCOTLAND, to EDINBURGH, . IAPD ↗foreign
$14.79B RAUM · 63 reps · 44(0)131 473 2200 · stewartinvestors.com
Office IT & facilitiesMarketing & brand
20
T. ROWE PRICE AUSTRALIA LIMITED moved its main office from SYDNEY, NEW SOUTH WALES, to SYDNEY, NSW, . IAPD ↗foreign
$17.50B RAUM · 28 reps · 61 02 8667 5700 · troweprice.com
Office IT & facilitiesMarketing & brand
18
ENVISAGE moved its main office from ZÜRICH, to GENEVA, . IAPD ↗foreign
$305.1M RAUM · 6 reps · +41 44 552 03 87 · envisage.ch
Office IT & facilitiesMarketing & brand
18
SILVER HEIGHTS CAPITAL MANAGEMENT INC. moved its main office from TORONTO, to TORONTO, ONTARIO, . IAPD ↗foreign
$673.4M RAUM · 2 reps · 416-342-5624
Office IT & facilitiesMarketing & brand
15
BIN YUAN CAPITAL (CAYMAN) LIMITED moved its main office from CAYMAN ISLANDS, to GRAND CAYMAN, . IAPD ↗foreign
$82.0M RAUM · 11 reps · +1 3459433100 · binyuancapital.com
Office IT & facilitiesMarketing & brand
15
PATTERSON PARTNERS LTD. moved its main office from PEMBROKE, to HAMILTON, . IAPD ↗foreign
$27.2M RAUM · 2 reps · 441-296-3528 · pattersonpartnersltd.com
Office IT & facilitiesMarketing & brand
15
EQUITY STORY USA moved its main office from MANLY, NSW, to SYDNEY NSW, . IAPD ↗foreign
$0 RAUM · 2 reps · +61 488 424 441
Office IT & facilitiesMarketing & brand
disclosure added — 123 Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
55
EDWARD JONES's Item 11 disclosure-reporting entries rose by 5 (210 -> 215). IAPD ↗
$824.99B RAUM · 22226 reps · 314-515-2000 · edwardjones.ca
ComplianceMarketing & brand
55
JANNEY MONTGOMERY SCOTT LLC's Item 11 disclosure-reporting entries rose by 1 (57 -> 58). IAPD ↗
$100.80B RAUM · 1208 reps · 215-665-6000
ComplianceMarketing & brand
55
DAVENPORT & COMPANY LLC's Item 11 disclosure-reporting entries rose by 3 (7 -> 10). IAPD ↗
$22.47B RAUM · 216 reps · 804-780-2000
ComplianceMarketing & brand
55
STATE FARM INVESTMENT MANAGEMENT CORP.'s Item 11 disclosure-reporting entries rose by 23 (6 -> 29). IAPD ↗
$11.29B RAUM · 150 reps · 800-447-0740
ComplianceMarketing & brand
55
LPL FINANCIAL LLC's Item 11 disclosure-reporting entries rose by 4 (337 -> 341). IAPD ↗
$618.92B RAUM · 28347 reps · 704-733-3300
ComplianceMarketing & brand
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED's Item 11 disclosure-reporting entries rose by 4 (507 -> 511). IAPD ↗
$1511.09B RAUM · 25753 reps · 800-637-7455 · pbig.ml.com
ComplianceMarketing & brand
55
NORTHERN TRUST SECURITIES, INC's Item 11 disclosure-reporting entries rose by 1 (4 -> 5). IAPD ↗
$1.28B RAUM · 62 reps · 312-557-2000 · northerntrust.com
ComplianceMarketing & brand
55
PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 2 (31 -> 33). IAPD ↗
$11.16B RAUM · 3732 reps · 833-786-0550
ComplianceMarketing & brand
55
WELLS FARGO ADVISORS's Item 11 disclosure-reporting entries rose by 7 (325 -> 332). IAPD ↗
$197.36B RAUM · 2274 reps · 314-875-3000 · stories.wf.com
ComplianceMarketing & brand
55
OSAIC WEALTH, INC.'s Item 11 disclosure-reporting entries rose by 64 (68 -> 132). IAPD ↗
$200.27B RAUM · 6276 reps · 800-821-5100 · icmfinancial.com
ComplianceMarketing & brand
55
PARK AVENUE SECURITIES LLC's Item 11 disclosure-reporting entries rose by 1 (39 -> 40). IAPD ↗
$15.00B RAUM · 1963 reps · 1-888-600-4667 · vestwise.com
ComplianceMarketing & brand
55
SANFORD C. BERNSTEIN & CO., LLC's Item 11 disclosure-reporting entries rose by 4 (23 -> 27). IAPD ↗
$1.65B RAUM · 0 reps · 615-622-0000
ComplianceMarketing & brand
55
STRATEGIC ADVISERS LLC's Item 11 disclosure-reporting entries rose by 7 (6 -> 13). IAPD ↗
$1067.66B RAUM · 16178 reps · 617-563-7000 · reddit.com
ComplianceMarketing & brand
55
AVANTAX ADVISORY SERVICES's Item 11 disclosure-reporting entries rose by 6 (9 -> 15). IAPD ↗
$46.11B RAUM · 2278 reps · 972-870-6000
ComplianceMarketing & brand
55
AVANTAX PLANNING PARTNERS, INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$6.93B RAUM · 254 reps · 563-582-2855 · avantax.com
ComplianceMarketing & brand
55
VANGUARD ADVISERS, INC.'s Item 11 disclosure-reporting entries rose by 22 (17 -> 39). IAPD ↗
$300.43B RAUM · 1567 reps · 610-669-1000
ComplianceMarketing & brand
55
CITIZENS PRIVATE WEALTH's Item 11 disclosure-reporting entries rose by 20 (7 -> 27). IAPD ↗
$12.18B RAUM · 200 reps · 914-846-0100 · citizensbank.com
ComplianceMarketing & brand
55
ONEDIGITAL's Item 11 disclosure-reporting entries rose by 4 (12 -> 16). IAPD ↗
$142.60B RAUM · 333 reps · 877-742-2021
ComplianceMarketing & brand
55
TRAPHAGEN FINANCIAL GROUP's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$1.90B RAUM · 14 reps · 201-262-1040 · tfgllc.com
ComplianceMarketing & brand
55
CIBC PRIVATE WEALTH ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (12 -> 15). IAPD ↗
$61.11B RAUM · 210 reps · 312-368-7700 · vimeo.com
ComplianceMarketing & brand
55
EAGLE STRATEGIES LLC's Item 11 disclosure-reporting entries rose by 11 (57 -> 68). IAPD ↗
$25.40B RAUM · 2093 reps · (888) 695-3245
ComplianceMarketing & brand
55
DELTA ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 3 (4 -> 7). IAPD ↗
$1.44B RAUM · 5 reps · 901-767-4791 · deltaasset.com
ComplianceMarketing & brand
55
SOWELL MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (16 -> 17). IAPD ↗
$4.23B RAUM · 87 reps · 501-219-2434
ComplianceMarketing & brand
55
UNITED CAPITAL FINANCIAL ADVISORS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$17.21B RAUM · 138 reps · 972-822-2055
ComplianceMarketing & brand
55
JAFFE TILCHIN INVESTMENT PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6). IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
ComplianceMarketing & brand
55
HIGHTOWER ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 3 (4 -> 7). IAPD ↗
$164.79B RAUM · 889 reps · 312-962-3800 · alinewealth.com
ComplianceMarketing & brand
55
ARETE WEALTH ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$3.15B RAUM · 130 reps · 312-940-3684 · caliberfinancialpartners.com
ComplianceMarketing & brand
55
MORGAN STANLEY's Item 11 disclosure-reporting entries rose by 29 (218 -> 247). IAPD ↗
$1650.02B RAUM · 13000 reps · 914-225-5510 · morganstanleyclientserv.com
ComplianceMarketing & brand
55
KESTRA PRIVATE WEALTH SERVICES, LLC's Item 11 disclosure-reporting entries rose by 2 (20 -> 22). IAPD ↗
$10.21B RAUM · 198 reps · 844-553-7872
ComplianceMarketing & brand
55
ADVISORY ALPHA, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$3.47B RAUM · 57 reps · 866-530-1400 · advisoryalpha.com
ComplianceMarketing & brand
55
JANNEY CAPITAL MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 4 (21 -> 25). IAPD ↗
$5.31B RAUM · 8 reps · 412-562-8100
ComplianceMarketing & brand
55
RMR WEALTH BUILDERS, INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$2.20B RAUM · 44 reps · (201) 836-2460
ComplianceMarketing & brand
55
SCHECHTER INVESTMENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$3.94B RAUM · 14 reps · 248-731-9500 · schechterwealth.com
ComplianceMarketing & brand
55
OSAIC ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 1 (11 -> 12). IAPD ↗
$12.47B RAUM · 389 reps · 866-580-8219 · indiconinc.com
ComplianceMarketing & brand
55
COMPOUND PLANNING, INC.'s Item 11 disclosure-reporting entries rose by 1 (4 -> 5). IAPD ↗
$3.03B RAUM · 48 reps · 888-533-9364 · opturaadvisors.com
ComplianceMarketing & brand
55
FOUNDATIONS INVESTMENT ADVISORS LLC's Item 11 disclosure-reporting entries rose by 2 (4 -> 6). IAPD ↗
$7.18B RAUM · 229 reps · 480-626-2979
ComplianceMarketing & brand
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT's Item 11 disclosure-reporting entries rose by 22 (15 -> 37). IAPD ↗
$7.26B RAUM · 4 reps · 844-317-5190
ComplianceMarketing & brand
55
MAGNUS FINANCIAL GROUP LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗
$1.95B RAUM · 13 reps · 800-339-1367
ComplianceMarketing & brand
55
ROCKEFELLER CAPITAL MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (1 -> 3). IAPD ↗
$70.03B RAUM · 748 reps · 212-549-5100
ComplianceMarketing & brand
55
INDEPENDENCE SQUARE HOLDINGS, LLC's Item 11 disclosure-reporting entries rose by 3 (1 -> 4). IAPD ↗
$1.49B RAUM · 37 reps · 610-520-1500
ComplianceMarketing & brand
55
SIMPLICITY WEALTH's Item 11 disclosure-reporting entries rose by 5 (0 -> 5). IAPD ↗
$3.60B RAUM · 242 reps · 844-220-8326
ComplianceMarketing & brand
55
IMPACT PARTNERSHIP WEALTH, LLC's Item 11 disclosure-reporting entries rose by 3 (5 -> 8). IAPD ↗
$1.68B RAUM · 72 reps · 800-380-5040
ComplianceMarketing & brand
55
GRANT TANI BARASH & ALTMAN, LLC's Item 11 disclosure-reporting entries rose by 3 (4 -> 7). IAPD ↗
$1.78B RAUM · 6 reps · 310-288-6267
ComplianceMarketing & brand
55
UNITED ADVISOR GROUP's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
ComplianceMarketing & brand
55
TRITONPOINT WEALTH, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$1.54B RAUM · 9 reps · (301) 799-9001
ComplianceMarketing & brand
53
BARRETT & COMPANY's Item 11 disclosure-reporting entries rose by 1 (4 -> 5). IAPD ↗
$453.5M RAUM · 4 reps · 401-351-1000
ComplianceMarketing & brand
53
BRIGHTON SECURITIES CORP.'s Item 11 disclosure-reporting entries rose by 8 (3 -> 11). IAPD ↗
$986.2M RAUM · 27 reps · 585-473-3590 · brightonsecurities.com
ComplianceMarketing & brand
53
LIFEMARK SECURITIES CORP.'s Item 11 disclosure-reporting entries rose by 2 (19 -> 21). IAPD ↗
$461.5M RAUM · 88 reps · 585-424-5672 · lifemark.com
ComplianceMarketing & brand
53
GRANT STREET ASSET MANAGEMENT INC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$668.9M RAUM · 6 reps · 412-257-8060
ComplianceMarketing & brand
53
BRAVE FAMILY ADVISORS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$542.8M RAUM · 5 reps · 908-522-8822
ComplianceMarketing & brand
53
HARVEY INVESTMENT COMPANY, LLC's Item 11 disclosure-reporting entries rose by 3 (4 -> 7). IAPD ↗
$941.5M RAUM · 4 reps · 502-339-8270 · harveyinvestment.com
ComplianceMarketing & brand
53
TWO POINT CAPITAL MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$303.9M RAUM · 2 reps · 585-586-1731 · twopointcapital.com
ComplianceMarketing & brand
53
CONCORDE ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 2 (16 -> 18). IAPD ↗
$489.9M RAUM · 64 reps · 248-824-6710 · concordeis.com
ComplianceMarketing & brand
53
AXIOM ASSET MANAGEMENT's Item 11 disclosure-reporting entries rose by 3 (4 -> 7). IAPD ↗
$802.8M RAUM · 4 reps · 610-688-0050 · axiomasset.com
ComplianceMarketing & brand
53
PAULSON WEALTH MANAGEMENT INC.'s Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$503.8M RAUM · 5 reps · 630-517-2950
ComplianceMarketing & brand
53
MOMENTUM ADVISORS's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$400.1M RAUM · 6 reps · 917-997-4297
ComplianceMarketing & brand
53
BETA WEALTH GROUP, INC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$429.0M RAUM · 4 reps · 858-207-3377
ComplianceMarketing & brand
53
CASCADES CAPITAL ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$322.0M RAUM · 3 reps · 336-404-4746 · cascadescapital.com
ComplianceMarketing & brand
53
BCI SECURITIES, INC.'s Item 11 disclosure-reporting entries rose by 1 (42 -> 43). IAPD ↗
$295.2M RAUM · 31 reps · 305-929-5500 · bcisecurities.com
ComplianceMarketing & brand
53
ONE OAK CAPITAL MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
$447.0M RAUM · 12 reps · 914-205-5821 · oneoakcapitalmgmt.com
ComplianceMarketing & brand
53
XYPN INVEST's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · charlesmichaelfinancial.com
ComplianceMarketing & brand
53
BROOKLYN FI, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$341.5M RAUM · 10 reps · 718-690-3600
ComplianceMarketing & brand
53
STRAIT & SOUND's Item 11 disclosure-reporting entries rose by 4 (1 -> 5). IAPD ↗
$303.9M RAUM · 7 reps · (425) 577-7710
ComplianceMarketing & brand
53
IDB LIDO WEALTH, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$338.0M RAUM · 14 reps · 646-839-9793 · idblidowealth.com
ComplianceMarketing & brand
53
ABRA CAPITAL MANAGEMENT, LP's Item 11 disclosure-reporting entries rose by 9 (0 -> 9). IAPD ↗
$700.6M RAUM · 6 reps · 707-340-3722
ComplianceMarketing & brand
53
CRUX WEALTH ADVISORS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$410.2M RAUM · 13 reps · 562.735.3875
ComplianceMarketing & brand
50
JOSEPH GUNNAR & CO., LLC's Item 11 disclosure-reporting entries rose by 1 (4 -> 5). IAPD ↗
$34.0M RAUM · 5 reps · 212-440-9600 · josephgunnar.com
ComplianceMarketing & brand
50
UPRIGHT FINANCIAL CORP's Item 11 disclosure-reporting entries rose by 2 (2 -> 4). IAPD ↗
$83.1M RAUM · 1 reps · 973-533-1818
ComplianceMarketing & brand
50
TRUE MEASURE WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$219.8M RAUM · 0 reps · 402-342- 1400
ComplianceMarketing & brand
50
SORRENTO PACIFIC FINANCIAL, LLC's Item 11 disclosure-reporting entries rose by 2 (4 -> 6). IAPD ↗
$222.3M RAUM · 29 reps · 800-686-4724 · cusonet.com
ComplianceMarketing & brand
50
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$233.1M RAUM · 4 reps · 541-330-0266 · capstonewmg.com
ComplianceMarketing & brand
50
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 1 (4 -> 5). IAPD ↗
$186.8M RAUM · 24 reps · 203-418-9000
ComplianceMarketing & brand
50
ATLAS FINANCIAL ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$107.8M RAUM · 3 reps · 530 589 2515 · stevenvanmetre.com
ComplianceMarketing & brand
50
VCP FINANCIAL LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
$115.8M RAUM · 4 reps · 212.328.7876 · vcpfinancial.com
ComplianceMarketing & brand
50
MILLENNIAL ADVISERS, LLC.'s Item 11 disclosure-reporting entries rose by 2 (6 -> 8). IAPD ↗
$58.7M RAUM · 12 reps · 646-532-2400
ComplianceMarketing & brand
50
PHORCYS CAPITAL PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 2 (1 -> 3). IAPD ↗
$163.9M RAUM · 5 reps · 770-777-9373 · phorcyscp.com
ComplianceMarketing & brand
50
MAGNIFI's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$2.2M RAUM · 4 reps · 888-807-4066
ComplianceMarketing & brand
50
MASTERWORKS ADVISERS, LLC's Item 11 disclosure-reporting entries rose by 2 (2 -> 4). IAPD ↗
$31.1M RAUM · 17 reps · 203-518-5172 · masterworks.com
ComplianceMarketing & brand
50
NECTARINE's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$0 RAUM · 23 reps · (858) 779-0115 · hellonectarine.com
ComplianceMarketing & brand
45
HSBC GLOBAL ASSET MANAGEMENT (USA) INC.'s Item 11 disclosure-reporting entries rose by 2 (6 -> 8). IAPD ↗institutional
$130.50B RAUM · 56 reps · 212-525-1066 · assetmanagement.us.hsbc.com
ComplianceMarketing & brand
45
SUNAMERICA ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 2 (26 -> 28). IAPD ↗institutional
$57.42B RAUM · 13 reps · 201-324-6300 · corebridgefinancial.com
ComplianceMarketing & brand
45
FIDUCIARY COUNSELORS INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗institutional
$17.02B RAUM · 6 reps · 202-558-5130 · fiduciarycounselors.com
ComplianceMarketing & brand
45
MASON STREET ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (12 -> 13). IAPD ↗institutional
$35.04B RAUM · 13 reps · 414-665-5400
ComplianceMarketing & brand
45
SAMSUNG ASSET MANAGEMENT (NEW YORK), INC.'s Item 11 disclosure-reporting entries rose by 5 (28 -> 33). IAPD ↗institutional
$6.83B RAUM · 11 reps · 212-421-6800
ComplianceMarketing & brand
43
ALPHACENTRIC ADVISORS LLC's Item 11 disclosure-reporting entries rose by 4 (11 -> 15). IAPD ↗institutional
$495.0M RAUM · 7 reps · 787-334-1781 · alphacentricfunds.com
ComplianceMarketing & brand
40
BNY MELLON INVESTMENT ADVISER, INC.'s Item 11 disclosure-reporting entries rose by 2 (19 -> 21). IAPD ↗fund
$365.42B RAUM · 18 reps · 212-635-8827 · bny.com
ComplianceMarketing & brand
40
VANGUARD GROUP INC's Item 11 disclosure-reporting entries rose by 21 (26 -> 47). IAPD ↗fund
$10246.60B RAUM · 330 reps · 610-669-1000
ComplianceMarketing & brand
40
TRUSTAGE INVESTMENT MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗fund
$37.25B RAUM · 42 reps · 6082385851 · trustage.com
ComplianceMarketing & brand
40
UBS FARMLAND INVESTORS LLC's Item 11 disclosure-reporting entries rose by 2 (99 -> 101). 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 2 (100 -> 102). IAPD ↗fund
$2.53B RAUM · 27 reps · 860-616-9000 · ubs.com
ComplianceMarketing & brand
40
MH INVESTMENT MANAGEMENT INC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗institutional
$59.3M RAUM · 3 reps · 908-444-8654
ComplianceMarketing & brand
40
SSGA FUNDS MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗fund
$1173.45B RAUM · 219 reps · 617-786-3000
ComplianceMarketing & brand
40
RATIONAL ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 4 (11 -> 15). IAPD ↗fund
$2.28B RAUM · 8 reps · 787-334-1781 · catalyst-insights.com
ComplianceMarketing & brand
40
PENTWATER CAPITAL MANAGEMENT LP's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$9.35B RAUM · 20 reps · 239-384-9750 · pwcm.com
ComplianceMarketing & brand
40
VANGUARD GLOBAL ADVISERS, LLC's Item 11 disclosure-reporting entries rose by 22 (25 -> 47). IAPD ↗fund
$491.43B RAUM · 84 reps · 610-669-1000
ComplianceMarketing & brand
40
ECOR1 CAPITAL, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗fund
$3.91B RAUM · 9 reps · 415-754-3517
ComplianceMarketing & brand
40
GPB CAPITAL HOLDINGS, LLC's Item 11 disclosure-reporting entries rose by 1 (17 -> 18). IAPD ↗fund
$1.05B RAUM · 2 reps · 212.235.2650
ComplianceMarketing & brand
40
GALAXY DIGITAL CAPITAL MANAGEMENT LP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗fund
$2.45B RAUM · 29 reps · 212-499-0081 · ventures.galaxy.com
ComplianceMarketing & brand
40
FNY INVESTMENT ADVISERS, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗fund
$3.07B RAUM · 98 reps · (212) 848-0600 · firstny.com
ComplianceMarketing & brand
40
MADISON AVENUE SOLUTIONS, LLC's Item 11 disclosure-reporting entries rose by 3 (4 -> 7). IAPD ↗fund
$1.65B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com
ComplianceMarketing & brand
40
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC's Item 11 disclosure-reporting entries rose by 1 (12 -> 13). IAPD ↗fund
$299.97B RAUM · 201 reps · 414-665-1444 · realestate.northwesternmutual.com
ComplianceMarketing & brand
40
TIFIN GIVE's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
$4.7M RAUM · 2 reps · 800-807-4066 · tifin.com
ComplianceMarketing & brand
40
BERNSTEIN INSTITUTIONAL SERVICES LLC's Item 11 disclosure-reporting entries rose by 34 (43 -> 77). IAPD ↗institutional
$0 RAUM · 90 reps · 9173448600 · autonomous.com
ComplianceMarketing & brand
40
PEAKSHARES LLC's Item 11 disclosure-reporting entries rose by 8 (0 -> 8). IAPD ↗institutional
$17.4M RAUM · 3 reps · 877-577-3257 · peaksharesfunds.com
ComplianceMarketing & brand
38
LSCP ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$296.3M RAUM · 11 reps · 512-407-2600 · legacystarcapital.com
ComplianceMarketing & brand
38
DRIFTWOOD ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗fund
$881.0M RAUM · 20 reps · 305-500-9998 · driftwoodadvisors.us
ComplianceMarketing & brand
35
WOLF POINT ASSET MANAGEMENT LP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗fund
$209.4M RAUM · 4 reps · 312-995-1400
ComplianceMarketing & brand
35
QUARTUS INVESTMENT ADVISORS LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗fund
$31.2M RAUM · 1 reps · 212-634-7173
ComplianceMarketing & brand
35
TWENTY ACRE CAPITAL LP's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗fund
$198.5M RAUM · 6 reps · 215-978-9800 · twentyacre.com
ComplianceMarketing & brand
35
CATALYST INTERNATIONAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 4 (11 -> 15). IAPD ↗fund
$44.7M RAUM · 7 reps · 787-334-1781 · catalystucits.com
ComplianceMarketing & brand
35
GSSG SOLAR, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗fund
$200.2M RAUM · 5 reps · 415-361-3427 · gssgsolar.com
ComplianceMarketing & brand
35
PRCE MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗fund
$25.0M RAUM · 2 reps · 770-777-9373
ComplianceMarketing & brand
25
HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED's Item 11 disclosure-reporting entries rose by 1 (14 -> 15). IAPD ↗foreign
$128.35B RAUM · 104 reps · 852-2284-1111
ComplianceMarketing & brand
25
NORTHERN TRUST GLOBAL INVESTMENTS LTD's Item 11 disclosure-reporting entries rose by 3 (3 -> 6). IAPD ↗foreign
$189.31B RAUM · 19 reps · 0044-(0)207-982-2000 · pointofview.northerntrust.com
ComplianceMarketing & brand
25
WAVERTON INVESTMENT MANAGEMENT LIMITED's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗foreign
$17.14B RAUM · 50 reps · 0044 20 7484 7496 · waverton.co.uk
ComplianceMarketing & brand
25
CREDIT SUISSE ASSET MANAGEMENT LIMITED's Item 11 disclosure-reporting entries rose by 8 (64 -> 72). IAPD ↗foreign
$9.74B RAUM · 2 reps · +44 20 7888 8888 · ubs.com
ComplianceMarketing & brand
25
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED's Item 11 disclosure-reporting entries rose by 2 (6 -> 8). IAPD ↗foreign
$210.25B RAUM · 195 reps · 44 207 992 4172 · globalliquidity.hsbc.com
ComplianceMarketing & brand
25
THE CATALYST CAPITAL GROUP INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗foreign
$2.44B RAUM · 6 reps · 416-945-3000 · catcapital.com
ComplianceMarketing & brand
25
SAMSUNG ASSET MANAGEMENT COMPANY, LTD.'s Item 11 disclosure-reporting entries rose by 4 (19 -> 23). IAPD ↗foreign
$244.45B RAUM · 339 reps · 82-2-3774-7554
ComplianceMarketing & brand
25
VANGUARD ASSET MANAGEMENT, LIMITED's Item 11 disclosure-reporting entries rose by 22 (22 -> 44). IAPD ↗foreign
$482.96B RAUM · 73 reps · 44 203 7535600 · vanguardinvestor.co.uk
ComplianceMarketing & brand
25
VANGUARD INVESTMENTS AUSTRALIA LIMITED's Item 11 disclosure-reporting entries rose by 22 (22 -> 44). IAPD ↗foreign
$92.43B RAUM · 55 reps · 61 3 8888 3888
ComplianceMarketing & brand
25
ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗foreign
$13.20B RAUM · 64 reps · 852-2238-8888 · hk.allianzgi.com
ComplianceMarketing & brand
23
ANDA ASSET MANAGEMENT CO., LTD.'s Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗foreign
$972.1M RAUM · 22 reps · 822-2156-2800 · andaasset.com
ComplianceMarketing & brand
rename — 106 Primary business name changed: rebrand, merger, or ownership change.
60
ROTHSCHILD INVESTMENT CORPORATION is now doing business as ROTHSCHILD INVESTMENT. IAPD ↗
$2.31B RAUM · 18 reps · 312-983-8900 · rothschildwealth.com
Marketing & brandCRM
60
WEAVER C. BARKSDALE & ASSOCIATES, INC. is now doing business as BARKSDALE INVESTMENT MANAGEMENT. IAPD ↗
$3.63B RAUM · 8 reps · 615-665-1085 · barksdaleim.com
Marketing & brandCRM
60
ALASKA PERMANENT CAPITAL MANAGEMENT CO is now doing business as ALASKA PERMANENT CAPITAL MANAGEMENT, LLC. IAPD ↗
$4.09B RAUM · 8 reps · 907-272-7575 · apcm.net
Marketing & brandCRM
60
THE AYCO COMPANY, L.P. is now doing business as GOLDMAN SACHS WEALTH SERVICES, L.P.. IAPD ↗
$25.96B RAUM · 1055 reps · 518-886-4000
Marketing & brandCRM
60
CLARFELD is now doing business as CITIZENS PRIVATE WEALTH. IAPD ↗
$12.18B RAUM · 200 reps · 914-846-0100 · citizensbank.com
Marketing & brandCRM
60
ONEDIGITAL INVESTMENT ADVISORS is now doing business as ONEDIGITAL. IAPD ↗
$142.60B RAUM · 333 reps · 877-742-2021
Marketing & brandCRM
60
GRIMES & COMPANY, INC. is now doing business as GRIMES & COMPANY, LLC. IAPD ↗
$5.59B RAUM · 29 reps · 508-366-3883
Marketing & brandCRM
60
GRIES FINANCIAL PARTNERS is now doing business as GFP PRIVATE WEALTH. IAPD ↗
$1.35B RAUM · 18 reps · 833-309-9900 · gries.com
Marketing & brandCRM
60
ANCORA FAMILY WEALTH ADVISORS, LLC is now doing business as ANCORA PRIVATE WEALTH ADVISORS, LLC. IAPD ↗
$3.21B RAUM · 33 reps · 216-825-4000 · ancora.net
Marketing & brandCRM
60
TURTLE CREEK MANAGEMENT, LLC is now doing business as TURTLE CREEK TRUST. IAPD ↗
$3.66B RAUM · 6 reps · 214.468.0100 · turtlecreekdallas.com
Marketing & brandCRM
60
BUCKINGHAM STRATEGIC PARTNERS, LLC is now doing business as FOCUS PARTNERS ADVISOR SOLUTIONS, LLC. IAPD ↗
$29.86B RAUM · 72 reps · 314-725-0455 · advisor.focuspartners.com
Marketing & brandCRM
60
MIRACLE MILE ADVISORS, LLC is now doing business as COMPOSITION WEALTH, LLC. IAPD ↗
$6.71B RAUM · 46 reps · (310) 246-1243
Marketing & brandCRM
60
BAYSTATE WEALTH MANAGEMENT is now doing business as MARINER. IAPD ↗
$2.35B RAUM · 6 reps · 9139045700 · baystatewealth.com
Marketing & brandCRM
60
FUSE PARTNERS, LLC is now doing business as BALEFIRE, LLC. IAPD ↗
$1.24B RAUM · 36 reps · 972-361-1001
Marketing & brandCRM
60
PRIVATE ADVISORY GROUP LLC is now doing business as PRIVATE ADVISORY. IAPD ↗
$1.32B RAUM · 13 reps · 425-498-2320 · privateadvisory.com
Marketing & brandCRM
60
COMPOUND PLANNING is now doing business as COMPOUND PLANNING, INC.. IAPD ↗
$3.03B RAUM · 48 reps · 888-533-9364 · opturaadvisors.com
Marketing & brandCRM
60
GLOBAL STRATEGIC INVESTMENT SOLUTIONS is now doing business as GLOBAL STRATEGIC NEXTGEN OCIO. IAPD ↗
$1.45B RAUM · 4 reps · 480-935-2210
Marketing & brandCRM
60
FLORENCE CAPITAL ADVISORS, LLC is now doing business as FLORENCE CAPITAL ADVISORS, LP. IAPD ↗
$1.26B RAUM · 1 reps · (212) 202-3296
Marketing & brandCRM
60
ETHIC INC. is now doing business as ETHIC. IAPD ↗
$5.93B RAUM · 10 reps · (646) 604-2440 · tiktok.com@ethic_tv
Marketing & brandCRM
60
MARINER INDEPENDENT is now doing business as MARINER ADVISOR NETWORK. IAPD ↗
$8.49B RAUM · 164 reps · 650-571-1934 · redtoweradvisors.com
Marketing & brandCRM
60
KEEBECK WEALTH MANAGEMENT LLC is now doing business as KEEBECK WEALTH MANAGEMENT. IAPD ↗
$1.62B RAUM · 4 reps · 312-825-1200
Marketing & brandCRM
60
PMA ASSET MANAGEMENT, LLC is now doing business as PTMA INVESTMENT ADVISORS. IAPD ↗
$27.79B RAUM · 67 reps · 630-657-6400 · pmanetwork.com
Marketing & brandCRM
60
ADAMO CAPITAL is now doing business as FOUNDERS FAMILY OFFICE. IAPD ↗
$1.32B RAUM · 6 reps · 305 650-2997
Marketing & brandCRM
60
IMPERIAL CAPITAL PARTNERS is now doing business as IMPERIAL FUND ASSET MANAGEMENT LLC. IAPD ↗
$7.53B RAUM · 4 reps · (855) 226-5200 · imperialfund.com
Marketing & brandCRM
58
ALLEGHENY INVESTMENTS, LTD. is now doing business as ALLEGHENY INVESTMENTS. IAPD ↗
$633.8M RAUM · 13 reps · 412-367-3880
Marketing & brandCRM
58
MONONGAHELA CAPITAL MANAGEMENT is now doing business as RODGERS BROTHERS, INC.. IAPD ↗
$964.7M RAUM · 9 reps · 724-473-4003 · moncapfund.com
Marketing & brandCRM
58
FINANCIAL SERVICES ADVISORY is now doing business as FSA WEALTH PARTNERS. IAPD ↗
$770.2M RAUM · 9 reps · 301-949-7300
Marketing & brandCRM
58
MONTAG & CALDWELL, LLC is now doing business as MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY. IAPD ↗
$577.0M RAUM · 8 reps · 404-836-7141
Marketing & brandCRM
58
FINANCIAL INSIGHTS is now doing business as FINANCIAL INSIGHTS WEALTH MANAGEMENT. IAPD ↗
$662.7M RAUM · 9 reps · (253) 627-6010
Marketing & brandCRM
58
SCHUBERT & COMPANY, INC. is now doing business as CORUS FAMILY WEALTH ADVISORS, INC.. IAPD ↗
$541.2M RAUM · 6 reps · 972-422-1010
Marketing & brandCRM
58
RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. is now doing business as RAINEY & RANDALL WEALTH ADVISORS, INC.. IAPD ↗
$820.4M RAUM · 4 reps · 727-344-7711 · raineyrandall.com
Marketing & brandCRM
58
HANLON INVESTMENT MANAGEMENT, INC. is now doing business as VESTGEN INVESTMENT MANAGEMENT. IAPD ↗
$705.3M RAUM · 16 reps · 609-601-1200 · hanlonfunds.com
Marketing & brandCRM
58
PLANNING DIRECTIONS, INC. is now doing business as COMMON CENTS PLANNING. IAPD ↗
$486.1M RAUM · 4 reps · 610-361-0865
Marketing & brandCRM
58
WRIGHT ASSOCIATES is now doing business as STRAVA WEALTH. IAPD ↗
$388.1M RAUM · 5 reps · 412-854-2100
Marketing & brandCRM
58
CONFIDENCE WEALTH MANAGEMENT, LLC is now doing business as CONFIDENCE WEALTH MANAGEMENT, INC.. IAPD ↗
$344.2M RAUM · 12 reps · 310-824-1000
Marketing & brandCRM
58
GREAT LAKES RETIREMENT, INC. is now doing business as W.A. SMITH FINANCIAL GROUP. IAPD ↗
$962.6M RAUM · 12 reps · 419-626-8600 · wasmithfinancial.com
Marketing & brandCRM
58
VPWM ADVISORS, LLC is now doing business as VANTAGE POINT WEALTH MANAGEMENT. IAPD ↗
$277.4M RAUM · 13 reps · (763) 587-7120 · vpwealthmgmt.com
Marketing & brandCRM
58
ALLRED CAPITAL MANAGEMENT, LLC is now doing business as ALLRED HARRIS WEALTH MANAGEMENT.. IAPD ↗
$452.4M RAUM · 4 reps · 844-965-7695 · allredcapitalmanagement.com
Marketing & brandCRM
58
GER LOFTIN WEALTH ADVISORS, LLC is now doing business as LOFTIN WEALTH PARTNERS. IAPD ↗
$292.4M RAUM · 5 reps · (888) 556-3846
Marketing & brandCRM
58
GETTINGS REED FINANCIAL is now doing business as GETTINGS BUSCH WEALTH MANAGEMENT. IAPD ↗
$444.1M RAUM · 7 reps · 765-742-7366 · auroramgt.com
Marketing & brandCRM
58
HOXTON CAPITAL MANAGEMENT is now doing business as HOXTON WEALTH USA LLC. IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
Marketing & brandCRM
58
CRAFT&SAGE WEALTH is now doing business as CRAFT & SAGE WEALTH. IAPD ↗
$289.7M RAUM · 7 reps · 816-436-9939
Marketing & brandCRM
58
QUANTUM PORTFOLIO MANAGEMENT is now doing business as QUANTUM PORTFOLIO MANAGEMENT, LLC. IAPD ↗
$295.1M RAUM · 4 reps · 212-466-6760 · qmpm.com
Marketing & brandCRM
55
MCGINN PENNINGER INVESTMENT MANAGMENT, INC. is now doing business as MCGINN PENNINGER INVESTMENT MANAGEMENT INC.. IAPD ↗
$174.3M RAUM · 3 reps · 703-548-2555 · mcginninpenninger.com
Marketing & brandCRM
55
CLOSED-END FUND ADVISORS is now doing business as CEF ADVISORS. IAPD ↗
$186.6M RAUM · 2 reps · 804-288-2482 · cefadvisors.com
Marketing & brandCRM
55
MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC is now doing business as MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.. IAPD ↗
$136.3M RAUM · 2 reps · 201-768-0218 · porrofinancialadvisors.com
Marketing & brandCRM
55
JOHN BOYER, INC. is now doing business as WISDOM FINANCIAL PLANNING. IAPD ↗
$158.6M RAUM · 1 reps · 813-254-9500 · johnboyerinc.com
Marketing & brandCRM
55
ALPHA DOG ADVISORS is now doing business as ALPHA DOG ADVISORS, RUFF. IAPD ↗
$131.4M RAUM · 2 reps · 401-351-4900
Marketing & brandCRM
55
CAITLIN JOHN is now doing business as CAITLIN JOHN, LLC. IAPD ↗
$183.4M RAUM · 19 reps · 810-355-1325 · caitlinjohn.com
Marketing & brandCRM
55
TRUE LIVING FINANCIAL is now doing business as MCNEILL CAPITAL, LLC. IAPD ↗
$36.6M RAUM · 1 reps · 518-364-7899 · mcneillcapital.com
Marketing & brandCRM
55
WCM GLOBAL WEALTH, LLC is now doing business as TAVERIK CAPITAL, LLC. IAPD ↗
$106.8M RAUM · 3 reps · 864-967-9838 · wcmglobalwealth.com
Marketing & brandCRM
55
FSR WEALTH MANAGEMENT, LTD. is now doing business as FSR WEALTH STRATEGIES. IAPD ↗
$237.1M RAUM · 9 reps · 630-993-8200 · fsrwealth.com
Marketing & brandCRM
55
MD FINANCIAL / VESTMENT FINANCIAL is now doing business as MD FINANCIAL ADVISORS / VESTMENT FINANCIAL. IAPD ↗
$243.2M RAUM · 11 reps · (888) 256-6855 · mdfinancialadvisors.com
Marketing & brandCRM
55
NSR INVEST is now doing business as LENDINGROBOT. IAPD ↗
$21.9M RAUM · 1 reps · (646) 346-1048 · nsrinvest.com
Marketing & brandCRM
55
TOGETHER AND/OR TOGETHER PLANNING is now doing business as TOGETHER PLANNING. IAPD ↗
$156.8M RAUM · 4 reps · 352-221-9300 · togetherplanning.com
Marketing & brandCRM
55
FEDERAL PREP ADVISORS, INC. is now doing business as FEDERAL PREP. IAPD ↗
$95.5M RAUM · 4 reps · (631) 750-6499
Marketing & brandCRM
55
TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT is now doing business as AN EXCEPTIONAL LIFE FINANCIAL, LLC. IAPD ↗
$218.2M RAUM · 5 reps · 317-941-6492
Marketing & brandCRM
55
BRAVIAS CAPITAL GROUP, LLC is now doing business as BRAVIAS FINANCIAL. IAPD ↗
$181.0M RAUM · 6 reps · 732-702-2600
Marketing & brandCRM
55
ONEGROUP WEALTH PARTNERS, INC. is now doing business as NOTTINGHAM WEALTH PARTNERS, INC.. IAPD ↗
$65.6M RAUM · 2 reps · 561-472-2312 · nottinghamwealthpartners.com
Marketing & brandCRM
55
MAGNIFI LLC is now doing business as MAGNIFI. IAPD ↗
$2.2M RAUM · 4 reps · 888-807-4066
Marketing & brandCRM
55
TENJIN AI CAPITAL ADVISORS LLC is now doing business as QUANTEL ASSET MANAGEMENT LLC. IAPD ↗
$20.8M RAUM · 1 reps · 844-836-5461
Marketing & brandCRM
55
B. RILEY WEALTH PORTFOLIO ADVISERS, LLC is now doing business as FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC. IAPD ↗
$151.5M RAUM · 1 reps · 540-905-5858 · fairfax-global.com
Marketing & brandCRM
55
WEALTHTECH PARTNERS LLC is now doing business as LAKE AVENUE FINANCIAL LLC. IAPD ↗
$137.9M RAUM · 3 reps · 626-689-2012 · firstteamadvisors.com
Marketing & brandCRM
55
SORENSON IMPACT is now doing business as SORENSON IMPACT ADVISORY. IAPD ↗
$232.8M RAUM · 1 reps · 801-877-0915
Marketing & brandCRM
55
SECURITIES CAPITAL PARTNERS MANAGEMENT COMPANY, LLC is now doing business as LYNK CAPITAL MANAGEMENT COMPANY, LLC. IAPD ↗
$225.2M RAUM · 4 reps · 407-476-2500
Marketing & brandCRM
55
ARCHLIGHT WEALTH MANAGEMENT LLC is now doing business as SANDRO WEALTH MANAGEMENT LLC. IAPD ↗
$0 RAUM · 5 reps · 2016613416 · sandrowealth.com
Marketing & brandCRM
55
PARADIGM ADVISOR GROUP, LLC is now doing business as PARADIGM INVESTMENT ADVISORY, LLC. IAPD ↗
$182.8M RAUM · 2 reps · 908-450-7402
Marketing & brandCRM
50
EVERENCE CAPITAL MANAGEMENT, INC. is now doing business as PRAXIS INVESTMENT MANAGEMENT, INC.. IAPD ↗institutional
$2.77B RAUM · 5 reps · 574-533-9511
Marketing & brandCRM
50
LPC REALTY ADVISORS I, LLC is now doing business as LINCOLN ADVISORS. IAPD ↗institutional
$1.86B RAUM · 7 reps · 214-740-3300 · lincolnadvisors.com
Marketing & brandCRM
50
LINCOLN ADVISORY GROUP, LLC is now doing business as LINCOLN ADVISORS. IAPD ↗institutional
$3.15B RAUM · 8 reps · 214-740-3300 · lincolnadvisors.com
Marketing & brandCRM
50
EAM INVESTORS, LLC is now doing business as THE INFORMED MOMENTUM COMPANY LLC. IAPD ↗institutional
$1.10B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
Marketing & brandCRM
50
PUBLIC TRUST ADVISORS, LLC is now doing business as PTMA INVESTMENT ADVISORS. IAPD ↗institutional
$94.21B RAUM · 13 reps · 855-395-3954 · publictrustadvisors.com
Marketing & brandCRM
50
CERITY PARTNERS RETIREMENT PLAN ADVISORS is now doing business as CERITY PARTNERS RETIREMENT PLAN CONSULTANTS. IAPD ↗institutional
$18.95B RAUM · 68 reps · 212-850-4260
Marketing & brandCRM
50
IMPACTASSETS CAPITAL PARTNERS PBLLC is now doing business as IMPACTASSETS CAPITAL PARTNERS PB LLC. IAPD ↗institutional
$1.80B RAUM · 15 reps · 855-920-2303 · impactassetscapital.com
Marketing & brandCRM
50
AGL US DL MANAGEMENT LLC. is now doing business as AGL US DL MANAGEMENT LLC. IAPD ↗institutional
$1.00B RAUM · 0 reps · 212-973-8600
Marketing & brandCRM
45
CBRE INVESTMENT MANAGEMENT is now doing business as CBRE INVESTMENT MANAGEMENT, LLC. IAPD ↗fund
$6.11B RAUM · 117 reps · (212) 824-2150
Marketing & brandCRM
45
SARATOGA CAPITAL MANAGEMENT,LLC is now doing business as SARATOGA CAPITAL MANAGEMENT, LLC. IAPD ↗institutional
$149.6M RAUM · 3 reps · 623-266-4567
Marketing & brandCRM
45
MBG RETIREMENT is now doing business as HIGGINBOTHAM RETIREMENT ADVISORS, INC.. IAPD ↗institutional
$0 RAUM · 2 reps · 713-693-6113 · higginbotham.net
Marketing & brandCRM
45
ROTHSCHILD & CO CREDIT MANAGEMENT (NORTH AMERICA) is now doing business as FIVE ARROWS MANAGERS NORTH AMERICA LLC. IAPD ↗fund
$3.24B RAUM · 11 reps · 213-621-3700 · rothschildandco.com
Marketing & brandCRM
45
LGIM AMERICA is now doing business as L&G - ASSET MANAGEMENT, AMERICA. IAPD ↗fund
$233.25B RAUM · 100 reps · 312-585-0300 · am.landg.us.com
Marketing & brandCRM
45
CASTLE CREEK ADVISORS IV LLC is now doing business as CASTLE CREEK CAPITAL. IAPD ↗fund
$1.07B RAUM · 11 reps · 858-756-8300 · castlecreek.com
Marketing & brandCRM
45
AVISTA CAPITAL PARTNERS is now doing business as AVISTA HEALTHCARE PARTNERS. IAPD ↗fund
$4.97B RAUM · 16 reps · 212-593-6900 · avistahealthcare.com
Marketing & brandCRM
45
MENLO EQUITIES LLC is now doing business as MENLO EQUITIES. IAPD ↗fund
$4.49B RAUM · 17 reps · 650-326-9300 · menloequities.com
Marketing & brandCRM
45
GREENOAKS CAPITAL is now doing business as GREENOAKS. IAPD ↗fund
$12.65B RAUM · 16 reps · 415.942.5322 · greenoaks.com
Marketing & brandCRM
45
EAM GLOBAL INVESTORS LLC is now doing business as GLOBAL IMC LLC. IAPD ↗fund
$1.42B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
Marketing & brandCRM
45
BOYLSTON ADVISORS, LP is now doing business as BAIN CAPITAL ASSET MANAGEMENT, LP. IAPD ↗fund
$11.19B RAUM · 2 reps · 617-516-2318
Marketing & brandCRM
45
VARSITY MANAGEMENT is now doing business as VARSITY HEALTHCARE PARTNERS. IAPD ↗fund
$1.80B RAUM · 12 reps · 310-564-2690 · varsityhealthcarepartners.com
Marketing & brandCRM
45
GLP CAPITAL PARTNERS, INC. is now doing business as GLP CAPITAL PARTNERS LLC. IAPD ↗fund
$9.42B RAUM · 30 reps · 213-819-9450 · gcp.com
Marketing & brandCRM
45
LONGEVITY WEALTH ADVISORS, LLC is now doing business as ABL WEALTH ADVISORS, LLC. IAPD ↗institutional
$0 RAUM · 1 reps · 407-358-3332 · ablwealth.com
Marketing & brandCRM
45
SVB CAPITAL is now doing business as PINEGROVE VENTURE PARTNERS, LLC. IAPD ↗fund
$11.68B RAUM · 18 reps · 650-519-0540
Marketing & brandCRM
45
BUENA CAPITAL ADVISORS LLC is now doing business as BUENA CAPITAL ADVISORS D/B/A IVY INVEST. IAPD ↗institutional
$7.4M RAUM · 1 reps · 8005357096 · buenacapital.com
Marketing & brandCRM
45
S2G VENTURES is now doing business as S2G INVESTMENTS, LLC. IAPD ↗fund
$2.42B RAUM · 50 reps · 312-438-7584 · s2ginvestments.com
Marketing & brandCRM
45
OASIS CAPITAL PARTNERS is now doing business as ALPHABIT INVESTMENTS, LLC. IAPD ↗institutional
$0 RAUM · 2 reps · 641-925-2138
Marketing & brandCRM
43
OLYMPUS PEAK ASSET MANAGEMENT LP is now doing business as OLYMPUS PEAK MANAGEMENT. IAPD ↗fund
$529.8M RAUM · 3 reps · 212-373-1195
Marketing & brandCRM
43
SHE DDF1 MANAGER LLC is now doing business as SAFE HARBOR CAPITAL PARTNERS. IAPD ↗fund
$355.4M RAUM · 10 reps · 786-230-1609 · safeharborcp.com
Marketing & brandCRM
43
IG4 CAPITAL ADVISORS (US) LP is now doing business as IG4 CAPITAL ADVISORS US LLC. IAPD ↗fund
$311.7M RAUM · 3 reps · 12039715686
Marketing & brandCRM
43
SETPOINT MANAGEMENT LLC is now doing business as SETPOINT CAPITAL. IAPD ↗fund
$483.5M RAUM · 11 reps · 512-240-2513 · setpointcapital.com
Marketing & brandCRM
40
DAI ASSET MANAGEMENT, LLC is now doing business as MICROVEST CAPITAL MANAGEMENT. IAPD ↗fund
$169.7M RAUM · 3 reps · 202-450-1630
Marketing & brandCRM
40
CAIS ADVISORS LLC is now doing business as CAIS ADVISORS. IAPD ↗fund
$125.0M RAUM · 6 reps · 212-300-9355 · caisgroup.com
Marketing & brandCRM
40
CF CAPITAL LLC is now doing business as NORTH GROUND CAPITAL. IAPD ↗fund
$108.8M RAUM · 2 reps · 617.423.5984 · northgroundcapital.com
Marketing & brandCRM
40
GROWTH BEVERAGE GROUP, LP is now doing business as INVESTBEV. IAPD ↗fund
$191.9M RAUM · 8 reps · 312-617-9057 · investbev.com
Marketing & brandCRM
40
TRINITY CAPITAL ADVISER, LLC is now doing business as TRINITY CAPITAL ADVISER LLC. IAPD ↗fund
$75.2M RAUM · 61 reps · 480-374-5350
Marketing & brandCRM
40
SALLYPORT PARTNERS is now doing business as SALLYPORT. IAPD ↗fund
$159.6M RAUM · 5 reps · 281-423-0260 · sallyportinvestments.com
Marketing & brandCRM
25
INTEGRATED FINANCIAL PLANNING SERVICES is now doing business as IFPS. IAPD ↗foreign
$0 RAUM · 3 reps · 443-450-4543 · ifpsonline.com
Marketing & brandCRM
25
ALEXANDER BEARD (USA), INC. is now doing business as ALEXANDER BEARD (USA) INC.. IAPD ↗foreign
$39.9M RAUM · 2 reps · 650-684-0450 · abg.net
Marketing & brandCRM
25
EPISTEME CAPITAL PARTNERS (UK), LLP is now doing business as EPISTEME CAPITAL. IAPD ↗foreign
$249.0M RAUM · 14 reps · 44 20 7292 2662 · epistemecap.com
Marketing & brandCRM
private funds started — 80 Firm reports private funds for the first time.
75
HANTZ FINANCIAL SERVICES, INC. now reports 1 private fund(s) ($0 gross). IAPD ↗
$7.82B RAUM · 293 reps · 248-304-2855 · hantzgroup.com
Fund administrationCompliance
75
FIRST TRUST ADVISORS LP now reports 1 private fund(s) ($65.0M gross). IAPD ↗
$256.33B RAUM · 125 reps · 630-765-8000
Fund administrationCompliance
75
ALM FIRST FINANCIAL ADVISORS LLC now reports 1 private fund(s) ($28.9M gross). IAPD ↗
$68.88B RAUM · 10 reps · 800-752-4628
Fund administrationCompliance
75
HAMILTON CAPITAL now reports 2 private fund(s) ($18.2M gross). IAPD ↗
$4.38B RAUM · 50 reps · 614-273-1000 · dynamicalternativesfund.com
Fund administrationCompliance
75
TLG ADVISORS, INC. now reports 10 private fund(s) ($96.8M gross). IAPD ↗
$1.95B RAUM · 147 reps · 888-371-0013
Fund administrationCompliance
75
JAFFE TILCHIN INVESTMENT PARTNERS, LLC now reports 1 private fund(s) ($1.7M gross). IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
Fund administrationCompliance
75
WINTHROP CAPITAL MANAGEMENT now reports 1 private fund(s) ($290.8M gross). IAPD ↗
$3.90B RAUM · 8 reps · 317-663-7500 · winthropcm.com
Fund administrationCompliance
75
FFT WEALTH MANAGEMENT now reports 1 private fund(s) ($0 gross). IAPD ↗
$6.05B RAUM · 26 reps · 610-545-6100 · fftwealth.com
Fund administrationCompliance
75
CWA ASSET MANAGEMENT GROUP now reports 1 private fund(s) ($14.3M gross). IAPD ↗
$3.34B RAUM · 30 reps · 239-434-7434
Fund administrationCompliance
75
INTEGRATED ADVISORS NETWORK LLC now reports 1 private fund(s) ($12.8M gross). IAPD ↗
$4.59B RAUM · 83 reps · 855-729-4222 · zimwags.com
Fund administrationCompliance
75
TRB WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($18.7M gross). IAPD ↗
$1.17B RAUM · 9 reps · 832-810-3565 · trb.bank
Fund administrationCompliance
75
CASTLE ROCK ADVISORS LLC now reports 3 private fund(s) ($493.7M gross). IAPD ↗
$1.59B RAUM · 27 reps · 617-227-0050
Fund administrationCompliance
75
IFC ADVISORS LLC now reports 1 private fund(s) ($4.0M gross). IAPD ↗
$2.34B RAUM · 7 reps · 310-596-1250 · ifcadvisors.com
Fund administrationCompliance
73
CMG CAPITAL MANAGEMENT GROUP, INC. now reports 2 private fund(s) ($12.0M gross). IAPD ↗
$251.1M RAUM · 5 reps · 610-989-9090 · cmgprivatewealth.com
Fund administrationCompliance
73
TRINITY FINANCIAL ADVISORS LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$580.4M RAUM · 5 reps · 614-848-7667 · tfadvisors.com
Fund administrationCompliance
73
AZIMUT GENESIS ADVISORS now reports 1 private fund(s) ($49.7M gross). IAPD ↗
$447.0M RAUM · 5 reps · 786 866 3700
Fund administrationCompliance
73
VALIANT WEALTH, LLC now reports 24 private fund(s) ($123.0M gross). IAPD ↗
$382.1M RAUM · 3 reps · 515-223-6068 · valiantwealth.com
Fund administrationCompliance
73
HELIUM ADVISORS LLC now reports 1 private fund(s) ($1.0M gross). IAPD ↗
$308.1M RAUM · 7 reps · (425) 214-1533
Fund administrationCompliance
73
ARJUNA CAPITAL, LLC now reports 7 private fund(s) ($117.0M gross). IAPD ↗
$634.1M RAUM · 3 reps · (978) 704-0112 · arjuna-capital.com
Fund administrationCompliance
73
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$780.0M RAUM · 33 reps · 913-295-9500
Fund administrationCompliance
73
ALPHA LEONIS PARTNERS, LLC now reports 1 private fund(s) ($3.6M gross). IAPD ↗
$373.3M RAUM · 6 reps · 332-249-0050 · alphaleonispartners.com
Fund administrationCompliance
73
VANTAGE FINANCIAL PARTNERS, LLC now reports 9 private fund(s) ($22.5M gross). IAPD ↗
$810.7M RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com
Fund administrationCompliance
73
DHODY INVESTMENT GROUP now reports 2 private fund(s) ($213.7M gross). IAPD ↗
$259.4M RAUM · 3 reps · (305) 433-4250 · blueig.com
Fund administrationCompliance
73
VALUE ALIGNED RESEARCH ADVISORS, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$542.2M RAUM · 4 reps · (609)-608-9205
Fund administrationCompliance
73
BEVERLY HILLS PRIVATE WEALTH, LLC now reports 1 private fund(s) ($6.0M gross). IAPD ↗
$782.5M RAUM · 6 reps · 310-388-3800
Fund administrationCompliance
73
HERITAGE OAK WEALTH ADVISORS now reports 1 private fund(s) ($10.0M gross). IAPD ↗
$289.9M RAUM · 5 reps · (479) 230-3113
Fund administrationCompliance
73
EIGHT 31 FINANCIAL, LLC now reports 4 private fund(s) ($53.1M gross). IAPD ↗
$494.3M RAUM · 3 reps · 423-282-0251
Fund administrationCompliance
73
CACHETECH now reports 2 private fund(s) ($80.2M gross). IAPD ↗
$671.7M RAUM · 6 reps · 435-752-1702 · cachetech.io
Fund administrationCompliance
73
STONE TEMPLE PARTNERS LLC now reports 1 private fund(s) ($2.2M gross). IAPD ↗
$619.8M RAUM · 5 reps · (203) 253-1823 · stpartners.co
Fund administrationCompliance
70
J W KORTH & COMPANY now reports 1 private fund(s) ($25.3M gross). IAPD ↗
$225.6M RAUM · 5 reps · 800-454-1628 OPTION#1 · kdmfinancial.com
Fund administrationCompliance
70
LYONS WEALTH MANAGEMENT now reports 1 private fund(s) ($11.7M gross). IAPD ↗
$127.0M RAUM · 4 reps · 407 951 8710
Fund administrationCompliance
70
BOX FINANCIAL ADVISORS, LLC now reports 1 private fund(s) ($1.4M gross). IAPD ↗
$95.5M RAUM · 3 reps · (817) 865-1811 · boxfinancial.com
Fund administrationCompliance
70
GLENORCHY CAPITAL LIMITED now reports 1 private fund(s) ($2.9M gross). IAPD ↗
$216.2M RAUM · 2 reps · 61416433041 · glenorchycapital.net
Fund administrationCompliance
70
MY PROSPER TEAM now reports 5 private fund(s) ($32.2M gross). IAPD ↗
$52.5M RAUM · 6 reps · 801-889-1341
Fund administrationCompliance
70
TRUEDGE ASSET MANAGEMENT LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$306,351 RAUM · 1 reps · 317-581-4010 · truedgeam.com
Fund administrationCompliance
70
DFS ADVISORY now reports 1 private fund(s) ($2.9M gross). IAPD ↗
$144.0M RAUM · 2 reps · (940) 297-1474 · distinctfinancialsolutions.com
Fund administrationCompliance
70
BACKBONE PLANNING PARTNERS LLC now reports 1 private fund(s) ($11.0M gross). IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
Fund administrationCompliance
70
DEMETER TACTICAL INVESTMENTS CORP. now reports 5 private fund(s) ($27.0M gross). IAPD ↗
$185.0M RAUM · 3 reps · 2125184444 · demeter-funds.com
Fund administrationCompliance
70
LITTLE RIVER CAPITAL PARTNERS, LP now reports 1 private fund(s) ($0 gross). IAPD ↗
$150.0M RAUM · 4 reps · 917-224-7259
Fund administrationCompliance
60
RATIONAL ADVISORS, INC. now reports 1 private fund(s) ($8.4M gross). IAPD ↗fund
$2.28B RAUM · 8 reps · 787-334-1781 · catalyst-insights.com
Fund administrationCompliance
60
PUGH CAPITAL MANAGEMENT, INC. now reports 1 private fund(s) ($49.1M gross). IAPD ↗fund
$13.14B RAUM · 22 reps · 206-322-4985
Fund administrationCompliance
60
FERMAT CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($78.8M gross). IAPD ↗fund
$11.06B RAUM · 15 reps · 203-454-6800 · fermatcapital.com
Fund administrationCompliance
60
EPFC CAPITAL PARTNERS now reports 1 private fund(s) ($592.9M gross). IAPD ↗fund
$2.76B RAUM · 11 reps · 929-447-0490 · epfc.capital
Fund administrationCompliance
60
SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC now reports 1 private fund(s) ($235.4M gross). IAPD ↗fund
$2.60B RAUM · 17 reps · 212-895-2280 · soundpointcap.com
Fund administrationCompliance
60
POPULAR ASSET MANAGEMENT now reports 1 private fund(s) ($200.0M gross). IAPD ↗fund
$2.88B RAUM · 8 reps · 787-754-4488 · popularfunds.com
Fund administrationCompliance
60
LINGOTTO US LLC now reports 3 private fund(s) ($500 gross). IAPD ↗fund
$1.18B RAUM · 5 reps · 44 (0) 20 3781 9332 · lingotto.com
Fund administrationCompliance
60
NIOBRARA CAPITAL PARTNERS now reports 5 private fund(s) ($7.73B gross). IAPD ↗fund
$7.74B RAUM · 4 reps · 917-944-1484 · niobraracap.com
Fund administrationCompliance
60
1823 PARTNERS (US) LLC now reports 1 private fund(s) ($1.00B gross). IAPD ↗fund
$1.00B RAUM · 9 reps · 202-431-7882
Fund administrationCompliance
58
AMHERST CAPITAL MANAGEMENT LLC now reports 1 private fund(s) ($117.1M gross). IAPD ↗fund
$782.6M RAUM · 9 reps · 212-593-6020
Fund administrationCompliance
58
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC now reports 1 private fund(s) ($350.0M gross). IAPD ↗fund
$750.0M RAUM · 7 reps · 1 212 231-1000 · macquarie.com
Fund administrationCompliance
58
INDUSTRIAL DEVELOPMENT FUNDING LLC now reports 2 private fund(s) ($354.2M gross). IAPD ↗fund
$657.1M RAUM · 1 reps · 917-658-7661
Fund administrationCompliance
58
VOLOFIN CAPITAL MANAGEMENT now reports 1 private fund(s) ($519.7M gross). IAPD ↗fund
$889.9M RAUM · 3 reps · (646) 866-6997 · volofin.com
Fund administrationCompliance
58
BANYAN ALPHA INVESTMENT L.P. now reports 1 private fund(s) ($14.3M gross). IAPD ↗fund
$254.9M RAUM · 4 reps · 650-254-6608 · banyanalpha.com
Fund administrationCompliance
58
CUTTER CAPITAL MANAGEMENT now reports 1 private fund(s) ($7.2M gross). IAPD ↗fund
$493.4M RAUM · 5 reps · 646-989-4200
Fund administrationCompliance
58
ROC360 ADVISORS LLC now reports 4 private fund(s) ($227.8M gross). IAPD ↗fund
$907.0M RAUM · 41 reps · 212-607-8333
Fund administrationCompliance
58
CANAL ROAD CAPITAL, LLC now reports 1 private fund(s) ($231.0M gross). IAPD ↗fund
$331.0M RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
Fund administrationCompliance
58
LANDMARK INVESTMENT PARTNERS, L.P. now reports 1 private fund(s) ($39.7M gross). IAPD ↗fund
$511.0M RAUM · 4 reps · 561-210-3331
Fund administrationCompliance
58
INDAGO CAPITAL LLC now reports 2 private fund(s) ($14.9M gross). IAPD ↗fund
$289.4M RAUM · 4 reps · 212-680-4970
Fund administrationCompliance
58
TALLVINE PARTNERS MANAGEMENT LP now reports 3 private fund(s) ($469.6M gross). IAPD ↗fund
$469.6M RAUM · 6 reps · 786-475-3890 · tallvinepartners.com
Fund administrationCompliance
58
WHITEBARK INVESTORS now reports 3 private fund(s) ($340.2M gross). IAPD ↗fund
$340.2M RAUM · 3 reps · 775-737-2214 · whitebarkinvestors.com
Fund administrationCompliance
58
LORD ABBETT PRIVATE CREDIT ADVISOR LLC now reports 1 private fund(s) ($252.8M gross). IAPD ↗fund
$844.7M RAUM · 188 reps · 201-827-2000 · lordabbett.com
Fund administrationCompliance
58
PAINSWICK CAPITAL MANAGEMENT LP now reports 1 private fund(s) ($511.1M gross). IAPD ↗fund
$511.1M RAUM · 3 reps · 212-644-5900 · painswickcapital.com
Fund administrationCompliance
58
ELMIND CAPITAL LP now reports 1 private fund(s) ($374.8M gross). IAPD ↗fund
$374.8M RAUM · 1 reps · 650-796-6466
Fund administrationCompliance
55
CNL FUND ADVISORS II, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$0 RAUM · 3 reps · 407-650-1000
Fund administrationCompliance
55
MIDWAY WEALTH PARTNERS, LLC now reports 1 private fund(s) ($165.9M gross). IAPD ↗fund
$165.9M RAUM · 4 reps · (847) 787-1144 · midwaywp.com
Fund administrationCompliance
55
TWO SIGMA REAL ESTATE, LP now reports 3 private fund(s) ($225.0M gross). IAPD ↗fund
$225.0M RAUM · 13 reps · (212) 625-5700
Fund administrationCompliance
55
POLEN CAPITAL CLO MANAGEMENT, LLC now reports 1 private fund(s) ($157.2M gross). IAPD ↗fund
$157.2M RAUM · 23 reps · 781-283-8500
Fund administrationCompliance
55
AVATAR CAPITAL MANAGEMENT LLC now reports 1 private fund(s) ($184.3M gross). IAPD ↗fund
$184.3M RAUM · 3 reps · 206-508-6139 · avatarfinancial.com
Fund administrationCompliance
55
INFINITY CREDIT ADVISORY, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$0 RAUM · 1 reps · 404-458-4448
Fund administrationCompliance
55
ISHARA INVESTMENTS LP now reports 1 private fund(s) ($7.7M gross). IAPD ↗fund
$101.0M RAUM · 2 reps · 818-983-4448 · isharainvestments.com
Fund administrationCompliance
55
STONE POINT CREDIT INCOME ADVISER LLC now reports 1 private fund(s) ($1 gross). IAPD ↗fund
$1.1M RAUM · 55 reps · 203-862-2900 · stonepoint.com
Fund administrationCompliance
55
FLAGSHIP INVESTMENT MANAGEMENT LLC now reports 2 private fund(s) ($67.5M gross). IAPD ↗fund
$157.6M RAUM · 7 reps · 1-713-623-6000 · flagshipco.com
Fund administrationCompliance
55
NEW CATALYST now reports 1 private fund(s) ($185.0M gross). IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
Fund administrationCompliance
55
KARL KAPITAL now reports 3 private fund(s) ($179.4M gross). IAPD ↗fund
$179.4M RAUM · 5 reps · (415) 503-5712
Fund administrationCompliance
55
CIFC PRIVATE CREDIT MANAGEMENT LLC now reports 1 private fund(s) ($131.0M gross). IAPD ↗fund
$131.0M RAUM · 102 reps · 786-652-3250 · cifc.com
Fund administrationCompliance
45
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED now reports 2 private fund(s) ($741.2M gross). IAPD ↗foreign
$165.35B RAUM · 100 reps · 44-20-7425-8000 · morganstanley.com
Fund administrationCompliance
45
GULF INTERNATIONAL BANK (UK) LIMITED now reports 1 private fund(s) ($25.4M gross). IAPD ↗foreign
$6.11B RAUM · 21 reps · +44 207259 3456
Fund administrationCompliance
43
HEITMAN INTERNATIONAL HK LIMITED now reports 1 private fund(s) ($350.0M gross). IAPD ↗foreign
$381.2M RAUM · 30 reps · 852 3976 6800
Fund administrationCompliance
43
HEITMAN INTERNATIONAL LLC now reports 1 private fund(s) ($151.9M gross). IAPD ↗foreign
$286.4M RAUM · 52 reps · +44.20.7318.1030
Fund administrationCompliance
43
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. now reports 1 private fund(s) ($0 gross). IAPD ↗foreign
$490.9M RAUM · 9 reps · 65 6297 6811 · asia.smd-am.com
Fund administrationCompliance
planning started — 59 Firm now reports offering financial planning (Item 5G(1)). They need planning software.
80
STRATEGIC ADVISERS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1067.66B RAUM · 16178 reps · 617-563-7000 · reddit.com
Financial planning softwareCRM
80
D.F. DENT AND COMPANY, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$8.60B RAUM · 16 reps · 410-837-2544 · dfdent.com
Financial planning softwareCRM
80
PROFESSIONAL ADVISORY SERVICES INC now offers financial planning (Item 5G(1)). IAPD ↗
$1.20B RAUM · 9 reps · 772-778-0552 · pa-services.com
Financial planning softwareCRM
80
BNY ADVISORS now offers financial planning (Item 5G(1)). IAPD ↗
$23.96B RAUM · 46 reps · 800-200-3033, OPTION 3
Financial planning softwareCRM
80
MEYER HANDELMAN COMPANY LLC now offers financial planning (Item 5G(1)). IAPD ↗
$2.92B RAUM · 7 reps · 914-939-4060
Financial planning softwareCRM
80
SIERRA CAPITAL LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.46B RAUM · 5 reps · 212-867-3533 · sierracap.com
Financial planning softwareCRM
80
CRAWFORD INVESTMENT COUNSEL INC now offers financial planning (Item 5G(1)). IAPD ↗
$8.49B RAUM · 27 reps · 770-859-0045 · crawfordinvestmentfunds.com
Financial planning softwareCRM
80
ARCUS CAPITAL PARTNERS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$2.12B RAUM · 7 reps · 404-949-2111 · arcuscp.com
Financial planning softwareCRM
80
INDEPENDENCE ASSET ADVISORS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.73B RAUM · 5 reps · 610-649-9841
Financial planning softwareCRM
80
ASPEN GROVE CAPITAL, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$5.80B RAUM · 11 reps · 970-688-4188 · aspengrovellc.com
Financial planning softwareCRM
80
SHUSTER ADVISORY GROUP, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$7.91B RAUM · 9 reps · (626) 578-0816 · sfgrpc.com
Financial planning softwareCRM
80
STEPHENS GROUP ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.41B RAUM · 4 reps · 501-246-7500 · sgassetmgt.com
Financial planning softwareCRM
80
GODWIN CAPITAL GROUP, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.12B RAUM · 4 reps · 404-795-8300 · godwincap.com
Financial planning softwareCRM
80
STRIVE ASSET MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
Financial planning softwareCRM
80
ROCK HARBOR PARTNERS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$2.33B RAUM · 4 reps · 914-215-5873
Financial planning softwareCRM
80
KAUFMAN HALL INVESTMENT MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$2.31B RAUM · 7 reps · 224-7243809 · khim.com
Financial planning softwareCRM
78
AMERICAN WEALTH MANAGEMENT, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$284.3M RAUM · 10 reps · 770-392-8740 · awminc.biz
Financial planning softwareCRM
78
ELDRIDGE INVESTMENT ADVISORS INC now offers financial planning (Item 5G(1)). IAPD ↗
$790.9M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
Financial planning softwareCRM
78
SEM WEALTH MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$920.5M RAUM · 4 reps · 520-749-4580
Financial planning softwareCRM
78
FAI ADVISORS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$301.2M RAUM · 5 reps · 248-482-3600
Financial planning softwareCRM
78
NESTEGGS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
Financial planning softwareCRM
78
BROADLEAF PARTNERS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$494.7M RAUM · 4 reps · 330-650-0921
Financial planning softwareCRM
78
AMERICAN CAPITAL ADVISORY, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$254.9M RAUM · 7 reps · 208-710-8669
Financial planning softwareCRM
78
PASSIVE CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$941.5M RAUM · 8 reps · 315-478-3130 · llinkedin.com
Financial planning softwareCRM
78
BEAUMONT ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$349.8M RAUM · 3 reps · 409-899-9569 · beaumontasset.com
Financial planning softwareCRM
78
BECK CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$504.9M RAUM · 6 reps · 512-345-6789
Financial planning softwareCRM
78
ACCRETIVE WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$267.0M RAUM · 3 reps · 925-365-1533
Financial planning softwareCRM
78
L2 ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$819.6M RAUM · 5 reps · 5083507150 · l2asset.com
Financial planning softwareCRM
78
HUGHES FINANCIAL SERVICES, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$616.4M RAUM · 6 reps · 703-669-3660 · h4fs.com
Financial planning softwareCRM
78
XYPN INVEST now offers financial planning (Item 5G(1)). IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · charlesmichaelfinancial.com
Financial planning softwareCRM
78
BLACK SWIFT GROUP, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$558.0M RAUM · 5 reps · 303-955-4381 · blackswiftgroup.com
Financial planning softwareCRM
78
HAMILTON WEALTH, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$553.7M RAUM · 3 reps · 747-208-4300
Financial planning softwareCRM
78
PRINCIPAL ADVISED SERVICES now offers financial planning (Item 5G(1)). IAPD ↗
$887.3M RAUM · 215 reps · 866-412-0770
Financial planning softwareCRM
78
HOXTON WEALTH USA LLC now offers financial planning (Item 5G(1)). IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
Financial planning softwareCRM
78
GLOBAL KANDOR ADVISORS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$415.1M RAUM · 3 reps · (786) 558-0391 · globalkandor.com
Financial planning softwareCRM
78
SOLANO WEALTH MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$299.6M RAUM · 3 reps · (707) 435-8400 · solanowealth.com
Financial planning softwareCRM
78
ATEGENOS CAPITAL, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$466.4M RAUM · 5 reps · 1-800-461-3205 · ategenoscapital.com
Financial planning softwareCRM
78
PERMANENT CAPITAL MANAGEMENT, LP now offers financial planning (Item 5G(1)). IAPD ↗
$742.2M RAUM · 1 reps · 312-961-8251 · permanent-capital.com
Financial planning softwareCRM
75
R. F. LAFFERTY & CO., INC. now offers financial planning (Item 5G(1)). IAPD ↗
$153.0M RAUM · 10 reps · 212-293-9090 · rflafferty.com
Financial planning softwareCRM
75
BRANSON FOWLKES RUSSELL INC now offers financial planning (Item 5G(1)). IAPD ↗
$1.4M RAUM · 6 reps · 713-780-0606 · bransonfowlkes.com
Financial planning softwareCRM
75
SAGE INVESTMENT COUNSEL now offers financial planning (Item 5G(1)). IAPD ↗
$144.2M RAUM · 4 reps · 615-591-1210
Financial planning softwareCRM
75
ENGLESON & ASSOCIATES now offers financial planning (Item 5G(1)). IAPD ↗
$102.4M RAUM · 4 reps · 585-424-6150
Financial planning softwareCRM
75
COLCHESTER INVESTMENT COUNSEL LLC now offers financial planning (Item 5G(1)). IAPD ↗
$115.5M RAUM · 2 reps · 203.438.0046
Financial planning softwareCRM
75
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$186.8M RAUM · 24 reps · 203-418-9000
Financial planning softwareCRM
75
TRUEMAN BROWN now offers financial planning (Item 5G(1)). IAPD ↗
$173.3M RAUM · 1 reps · 847-228-1968
Financial planning softwareCRM
75
CAIM LLC now offers financial planning (Item 5G(1)). IAPD ↗
$178.9M RAUM · 2 reps · 941-388-7249
Financial planning softwareCRM
75
CORE CAPITAL MANAGEMENT AND RESEARCH INC. now offers financial planning (Item 5G(1)). IAPD ↗
$243.1M RAUM · 4 reps · 713-864-4300 · ccmr.io
Financial planning softwareCRM
75
1492 CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$220.4M RAUM · 5 reps · 414-276-1492 · 1492capitalmanagement.com
Financial planning softwareCRM
75
HARVEST CAPITAL ASSETS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$67.0M RAUM · 3 reps · (716)-597-8372
Financial planning softwareCRM
75
SOUND FINANCIAL STRATEGIES GROUP, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$183.7M RAUM · 5 reps · 601-856-3825 · soundfsg.com
Financial planning softwareCRM
75
RING MOUNTAIN CAPITAL, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$185.7M RAUM · 1 reps · 415-350-1355 · ringmountaincapital.com
Financial planning softwareCRM
75
SAPPHIRE BLUE INVESTMENT PARTNERS now offers financial planning (Item 5G(1)). IAPD ↗
$180.6M RAUM · 2 reps · 810-714-9456
Financial planning softwareCRM
75
BABB WEALTH ADVISORS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$140.9M RAUM · 3 reps · 928-526-2911 · babbgroup.com
Financial planning softwareCRM
75
KORZO FINANCIAL LLC now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 1 reps · 415-449-5555
Financial planning softwareCRM
75
OT ADVISORS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 2 reps · 855-994-4773
Financial planning softwareCRM
75
PRESIDIO WEALTH MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$175.5M RAUM · 3 reps · 801-290-3201
Financial planning softwareCRM
50
MAWER INVESTMENT MANAGEMENT LTD. now offers financial planning (Item 5G(1)). IAPD ↗foreign
$45.91B RAUM · 86 reps · 403-262-4673
Financial planning softwareCRM
45
MODUM ASSET MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗foreign
$172.9M RAUM · 4 reps · (332) 261-7382 · modumam.com
Financial planning softwareCRM
45
BEACON HILL WEALTH MANAGEMENT LTD now offers financial planning (Item 5G(1)). IAPD ↗foreign
$105.7M RAUM · 3 reps · 778-433-1314
Financial planning softwareCRM
pending approved — 59 120-day provisional registration became a full approval.
75
TRIBRIDGE PARTNERS FINANCIAL LLC's provisional registration is now fully approved. IAPD ↗
$1.20B RAUM · 8 reps · 240-422-8799 · tribridgepartnersfinancial.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
TRADEWELL SECURITIES, LLC's provisional registration is now fully approved. IAPD ↗
$267.0M RAUM · 3 reps · 260-490-2084 · tradewelltax.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
LIBERTY SQUARE WEALTH PARTNERS LLC's provisional registration is now fully approved. IAPD ↗
$476.0M RAUM · 2 reps · (610) 865-5803 · libertysquarewealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
SHRIER WEALTH MANAGEMENT, LLC's provisional registration is now fully approved. IAPD ↗
$323.2M RAUM · 3 reps · 310-201-0200 · shrierwealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
SARVER VROOMAN WEALTH ADVISORS LLC's provisional registration is now fully approved. IAPD ↗
$427.2M RAUM · 5 reps · 816-601-1150 · svwealthadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
SINDIA CAPITAL ADVISERS, LLC's provisional registration is now fully approved. IAPD ↗
$419.1M RAUM · 1 reps · 484-908-9118
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
JW NOVA WEALTH PARTNERS's provisional registration is now fully approved. IAPD ↗
$307.9M RAUM · 3 reps · 267-753-7067
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
AERIE ADVISORY GROUP LLC's provisional registration is now fully approved. IAPD ↗
$481.8M RAUM · 2 reps · (253) 209-7425
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
ELEVATED FINANCIAL GROUP's provisional registration is now fully approved. IAPD ↗
$399.3M RAUM · 4 reps · 317-533-7721 · elevatedfg.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
BACKBONE PLANNING PARTNERS LLC's provisional registration is now fully approved. IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
DLK INVESTMENT ADVISORS, LLC's provisional registration is now fully approved. IAPD ↗
$100.7M RAUM · 2 reps · 206.203.0010
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
FG ADVISORY SERVICES, LLC.'s provisional registration is now fully approved. IAPD ↗
$37.4M RAUM · 7 reps · 646-609-2225 EXT. 6 · fgadvisoryservices.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
STEELE STREET CAPITAL LLC's provisional registration is now fully approved. IAPD ↗
$101.7M RAUM · 1 reps · 207-475-0060
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
EMPOWER PRIVATE WEALTH's provisional registration is now fully approved. IAPD ↗
$29.5M RAUM · 1 reps · 941-340-0404 · empowerpw.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
MOSTT INC.'s provisional registration is now fully approved. IAPD ↗
$2,415 RAUM · 1 reps · 310-923-0363 · mostt.co
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
DEGREEN PRIVATE WEALTH, LLC's provisional registration is now fully approved. IAPD ↗
$100.3M RAUM · 1 reps · 480-771-7000 · degreenprivatewealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
HOLISTIC WEALTH ADVISORS's provisional registration is now fully approved. IAPD ↗
$234.3M RAUM · 5 reps · 518.357.3858 · holisticwealthadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
SMITH WYND CAPITAL LLC's provisional registration is now fully approved. IAPD ↗
$129.4M RAUM · 3 reps · (615) 794-8881 · smithwynd.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
INFLECTION CAPITAL MANAGEMENT, LLC's provisional registration is now fully approved. IAPD ↗
$188.5M RAUM · 2 reps · 415-805-8682
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
GRP FINANCIAL SERVICES, LLC's provisional registration is now fully approved. IAPD ↗
$109.9M RAUM · 5 reps · (207) 622-4494 · grplans.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
INVESTABLE's provisional registration is now fully approved. IAPD ↗
$19,200 RAUM · 1 reps · 937-369-9275 · myinvestable.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
GPS INVESTMENTS's provisional registration is now fully approved. IAPD ↗
$124.0M RAUM · 2 reps · 602-558-1211
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
PRESIDIO WEALTH MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$175.5M RAUM · 3 reps · 801-290-3201
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
BASTION FIDUCIARY's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 6 reps · (786) 706-6651 · lastbastion.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
GLOBAL TRUST WEALTH MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗
$207.2M RAUM · 4 reps · 561-207-9696 · globaltrustwealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
APEX INVESTMENT GROUP's provisional registration is now fully approved. IAPD ↗
$101.6M RAUM · 2 reps · 7743510805
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
LRZ CAPITAL LLC's provisional registration is now fully approved. IAPD ↗
$220.0M RAUM · 3 reps · 305-809-0395 · lrzcapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
MON CAPITAL MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗
$107.4M RAUM · 1 reps · 6466435540
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
VIAQUEST ADVISORS LLC's provisional registration is now fully approved. IAPD ↗
$138.8M RAUM · 3 reps · 281-335-7609
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
CREATIVE INVESTMENT GROUP's provisional registration is now fully approved. IAPD ↗
$145.8M RAUM · 6 reps · 615 949 9629 · creativeinvests.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
ANCHOR POINT FINANCIAL's provisional registration is now fully approved. IAPD ↗
$186.3M RAUM · 1 reps · 661-484-7712
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
WESTMARK WEALTH MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$160.0M RAUM · 4 reps · 602-887-5179 · westmarkwealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
SMARTHARVEST PORTFOLIOS's provisional registration is now fully approved. IAPD ↗
$170.0M RAUM · 1 reps · 206-841-9944 · smartharvestportfolios.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
PARADIGM INVESTMENT ADVISORY, LLC's provisional registration is now fully approved. IAPD ↗
$182.8M RAUM · 2 reps · 908-450-7402
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
EXCELSIOR ADVISOR NETWORK LLC's provisional registration is now fully approved. IAPD ↗
$109.5M RAUM · 4 reps · 773-331-4692 · excelsioradvisor.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
63
DRC INVESTMENT ADVISORS, LLC's provisional registration is now fully approved. IAPD ↗institutional
$433.0M RAUM · 4 reps · 901-598-4763 · debtreservecapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
63
ERIC M FLANAGAN TRADING, LLC's provisional registration is now fully approved. IAPD ↗institutional
$841.7M RAUM · 1 reps · 707-331-0617
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
HYPATIA CAPITAL MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗institutional
$4.2M RAUM · 2 reps · 212-472-7500 · hypatiacapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
GEMCORP CAPITAL ADVISORS LLC's provisional registration is now fully approved. IAPD ↗institutional
$24.9M RAUM · 1 reps · 1-646-979-8494
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
SARMAYA PARTNERS, LLC's provisional registration is now fully approved. IAPD ↗institutional
$3.2M RAUM · 3 reps · 303-520-2419 · sarmayapartners.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
ICAPITAL FUND ADVISORS LLC's provisional registration is now fully approved. IAPD ↗institutional
$99.1M RAUM · 13 reps · 212-994-7402 · icapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
CASHMERE's provisional registration is now fully approved. IAPD ↗institutional
$15.1M RAUM · 5 reps · 310-904-9331
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
KING RIDGE CAPITAL LLC's provisional registration is now fully approved. IAPD ↗institutional
$1.0M RAUM · 2 reps · 617-797-2024 · kingridgecapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
BAYHUNT CAPITAL LLC's provisional registration is now fully approved. IAPD ↗institutional
$102.4M RAUM · 1 reps · 415-634-8897
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
IDIRECT PRIVATE CREDIT ADVISORS LLC's provisional registration is now fully approved. IAPD ↗institutional
$12.9M RAUM · 10 reps · 212-994-7400 · icapitalnetwork.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
SARDIS GROUP, LLC's provisional registration is now fully approved. IAPD ↗institutional
$198.3M RAUM · 3 reps · (404) 282-5552 · sardisgroup.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
1823 PARTNERS (US) LLC's provisional registration is now fully approved. IAPD ↗fund
$1.00B RAUM · 9 reps · 202-431-7882
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
CYPRESS POINT INVESTMENT MANAGEMENT LP's provisional registration is now fully approved. IAPD ↗fund
$283.9M RAUM · 3 reps · 415-598-1040 · cypresspointlp.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
FAIRVIEW ASSET MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗fund
$266.5M RAUM · 1 reps · 939-318-2556
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
ABF INVESTMENT MANAGEMENT, LLC's provisional registration is now fully approved. IAPD ↗fund
$253.2M RAUM · 8 reps · 786-564-2029 · gr-am.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
PAINSWICK CAPITAL MANAGEMENT LP's provisional registration is now fully approved. IAPD ↗fund
$511.1M RAUM · 3 reps · 212-644-5900 · painswickcapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
ELMIND CAPITAL LP's provisional registration is now fully approved. IAPD ↗fund
$374.8M RAUM · 1 reps · 650-796-6466
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
RITHM CAPITAL ADVISORS LLC's provisional registration is now fully approved. IAPD ↗fund
$274.1M RAUM · 10 reps · 212 850 7770
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
PROSSER CREEK ASSET MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗fund
$136.3M RAUM · 1 reps · 415-294-3507
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
GENERAL INNOVATION CAPITAL, LLC's provisional registration is now fully approved. IAPD ↗fund
$200.0M RAUM · 6 reps · 917-816-1744
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
ISHARA INVESTMENTS LP's provisional registration is now fully approved. IAPD ↗fund
$101.0M RAUM · 2 reps · 818-983-4448 · isharainvestments.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
NEW CATALYST's provisional registration is now fully approved. IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
KARL KAPITAL's provisional registration is now fully approved. IAPD ↗fund
$179.4M RAUM · 5 reps · (415) 503-5712
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
CIFC PRIVATE CREDIT MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗fund
$131.0M RAUM · 102 reps · 786-652-3250 · cifc.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
wrap program started — 29 Firm began participating in a wrap-fee program (Item 5I(1)).
65
NOTTINGHAM ADVISORS INC. began participating in a wrap-fee program. IAPD ↗
$1.65B RAUM · 5 reps · 716-633-3800
Portfolio / reporting / TAMPCompliance
65
HALBERT HARGROVE began participating in a wrap-fee program. IAPD ↗
$3.52B RAUM · 35 reps · 562-435-5657
Portfolio / reporting / TAMPCompliance
65
DISCIPLINED GROWTH INVESTORS INC began participating in a wrap-fee program. IAPD ↗
$5.75B RAUM · 10 reps · 612-317-4100 · dginv.com
Portfolio / reporting / TAMPCompliance
65
CRAMER ROSENTHAL MCGLYNN LLC began participating in a wrap-fee program. IAPD ↗
$2.35B RAUM · 9 reps · 212-326-5300
Portfolio / reporting / TAMPCompliance
65
GREENWICH WEALTH MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$2.71B RAUM · 11 reps · 203-618-0100 · greenwichwealth.com
Portfolio / reporting / TAMPCompliance
65
SILVANT CAPITAL MANAGEMENT LLC began participating in a wrap-fee program. IAPD ↗
$2.45B RAUM · 6 reps · 404-845-7640
Portfolio / reporting / TAMPCompliance
65
BEACON CAPITAL MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$1.07B RAUM · 18 reps · 615-224-9794
Portfolio / reporting / TAMPCompliance
65
WINTHROP WEALTH began participating in a wrap-fee program. IAPD ↗
$2.60B RAUM · 22 reps · 617-530-1010
Portfolio / reporting / TAMPCompliance
65
LINDEN THOMAS ADVISORY SERVICES, LLC began participating in a wrap-fee program. IAPD ↗
$1.63B RAUM · 4 reps · (704) 554-8150 · lindenthomas.com
Portfolio / reporting / TAMPCompliance
63
ELDRIDGE INVESTMENT ADVISORS INC began participating in a wrap-fee program. IAPD ↗
$790.9M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
Portfolio / reporting / TAMPCompliance
63
FINANCIAL INSIGHTS WEALTH MANAGEMENT began participating in a wrap-fee program. IAPD ↗
$662.7M RAUM · 9 reps · (253) 627-6010
Portfolio / reporting / TAMPCompliance
63
NORTHSTAR FINANCIAL PLANNING, LLC began participating in a wrap-fee program. IAPD ↗
$262.5M RAUM · 5 reps · 603-458-2776
Portfolio / reporting / TAMPCompliance
63
WEALTH ADVISORY GROUP, INC. began participating in a wrap-fee program. IAPD ↗
$666.9M RAUM · 6 reps · 610-225-1000 · wagadvisors.com
Portfolio / reporting / TAMPCompliance
63
NESTEGGS, INC. began participating in a wrap-fee program. IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
Portfolio / reporting / TAMPCompliance
63
LIFEINVEST WEALTH MANAGEMENT, LTD began participating in a wrap-fee program. IAPD ↗
$447.1M RAUM · 15 reps · 786-523-0500
Portfolio / reporting / TAMPCompliance
63
WESTSIDE INVESTMENT MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$774.2M RAUM · 8 reps · 310-315-9400
Portfolio / reporting / TAMPCompliance
63
BAY HARBOR WEALTH MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$336.9M RAUM · 4 reps · 410-403-2060
Portfolio / reporting / TAMPCompliance
63
WEALTHSPRING CAPITAL LLC began participating in a wrap-fee program. IAPD ↗
$454.9M RAUM · 3 reps · 914-419-2207 · wealthspringcapital.com
Portfolio / reporting / TAMPCompliance
63
HUMANKIND INVESTMENTS began participating in a wrap-fee program. IAPD ↗
$442.8M RAUM · 5 reps · 646-838-4352
Portfolio / reporting / TAMPCompliance
63
FINANCIAL ADVISORY PARTNERS, LLC began participating in a wrap-fee program. IAPD ↗
$325.1M RAUM · 3 reps · 407-478-6314
Portfolio / reporting / TAMPCompliance
63
CAP SIX ADVISORS began participating in a wrap-fee program. IAPD ↗
$268.2M RAUM · 3 reps · 281-671-7982 · cap-six.com
Portfolio / reporting / TAMPCompliance
63
BRIDGEPORT FINANCIAL SOLUTIONS began participating in a wrap-fee program. IAPD ↗
$484.5M RAUM · 11 reps · 877-411-2737 · bridgeport.financial
Portfolio / reporting / TAMPCompliance
63
POTENTIA WEALTH began participating in a wrap-fee program. IAPD ↗
$485.5M RAUM · 8 reps · 408-288-7886 · potentiawealth.com
Portfolio / reporting / TAMPCompliance
60
DELPHI MANAGEMENT INC began participating in a wrap-fee program. IAPD ↗
$132.1M RAUM · 4 reps · 617-738-9424 · delphivalue.com
Portfolio / reporting / TAMPCompliance
60
WARREN CAPITAL GROUP began participating in a wrap-fee program. IAPD ↗
$124.8M RAUM · 4 reps · 8542468881
Portfolio / reporting / TAMPCompliance
60
AUTHENTIKOS WEALTH ADVISORY LLC began participating in a wrap-fee program. IAPD ↗
$154.8M RAUM · 3 reps · 877.457.4567 · authentikos.com
Portfolio / reporting / TAMPCompliance
60
FSAM LLC began participating in a wrap-fee program. IAPD ↗
$112.9M RAUM · 8 reps · 770-777-9373 · fssec.com
Portfolio / reporting / TAMPCompliance
60
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC began participating in a wrap-fee program. IAPD ↗
$215.2M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com
Portfolio / reporting / TAMPCompliance
60
INDEX TECHNOLOGIES GROUP LLC began participating in a wrap-fee program. IAPD ↗
$105.0M RAUM · 4 reps · 212-466-6760
Portfolio / reporting / TAMPCompliance
reorganization — 11 Item 4A succession where the acquired firm is the same business (entity change, not a deal).
45
SUMMIT GLOBAL INVESTMENTS, LLC filed an Item 4A succession naming SUMMIT GLOBAL INVESTMENTS, LLC (CRD 157091) — an entity change, not a deal. IAPD ↗
$1.92B RAUM · 12 reps · 888-251-4847 · sgimutualfunds.com
Integration & migration consultingCompliance
43
RELIANT WEALTH PLANNING, LLC filed an Item 4A succession naming RELIANT WEALTH PLANNING, LLC (CRD 286230) — an entity change, not a deal. IAPD ↗
$520.6M RAUM · 5 reps · 502-398-5050
Integration & migration consultingCompliance
43
OAKSTREET WEALTH MANAGEMENT, INC. filed an Item 4A succession naming OAKSTREET WEALTH MANAGEMENT, INC. (CRD 288723) — an entity change, not a deal. IAPD ↗
$465.0M RAUM · 1 reps · 800-803-9885 · oakstreetwm.com
Integration & migration consultingCompliance
40
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. filed an Item 4A succession naming SCHAFFER & COMPANY ASSET MANAGEMENT, INC. (CRD 138463) — an entity change, not a deal. IAPD ↗
$70.0M RAUM · 1 reps · 585-621-3300 · gregoryschaffer.com
Integration & migration consultingCompliance
40
SCHNEIDER WEALTH MANAGEMENT filed an Item 4A succession naming SCHNEIDER WEALTH MANAGEMENT (CRD 144166) — an entity change, not a deal. IAPD ↗
$136.1M RAUM · 1 reps · 888-444-9981 · schneiderwealth.com
Integration & migration consultingCompliance
40
HERITAGE FINANCIAL ADVISORS, LLC filed an Item 4A succession naming HERITAGE FINANCIAL ADVISORS, LLC (CRD 154955) — an entity change, not a deal. IAPD ↗
$171.7M RAUM · 1 reps · 419-887-5887 · heritagefa.com
Integration & migration consultingCompliance
40
RBF CAPITAL MANAGEMENT, INC. filed an Item 4A succession naming RBF CAPITAL MANAGEMENT, INC. (CRD 164524) — an entity change, not a deal. IAPD ↗
$138.1M RAUM · 1 reps · 941-870-1944
Integration & migration consultingCompliance
30
GLP CAPITAL PARTNERS LLC filed an Item 4A succession naming GLP CAPITAL PARTNERS, INC. (CRD 304917) — an entity change, not a deal. IAPD ↗fund
$9.42B RAUM · 30 reps · 213-819-9450 · gcp.com
Integration & migration consultingCompliance
30
GROWTH LENDING LLC filed an Item 4A succession naming GROWTH LENDING LLC (CRD 334044) — an entity change, not a deal. IAPD ↗institutional
$0 RAUM · 1 reps · 7136147755 · growthlending.com
Integration & migration consultingCompliance
28
ADVANTAGE CAPITAL filed an Item 4A succession naming ADVANTAGE CAPITAL (CRD 171365) — an entity change, not a deal. IAPD ↗fund
$794.6M RAUM · 95 reps · 504-522-4850 · advantagecap.com
Integration & migration consultingCompliance
28
IG4 CAPITAL ADVISORS US LLC filed an Item 4A succession naming IG4 CAPITAL ADVISORS (US) LP (CRD 316972) — an entity change, not a deal. IAPD ↗fund
$311.7M RAUM · 3 reps · 12039715686
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
DENALI ADVISORS, LLC filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 9 reps · 858-558-3600
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.