← Tributary

What changed in the April 2026 SEC adviser roster

10637 events across 7218 firms · 6679 at US wealth-management firms · source: SEC Form ADV monthly roster · generated 2026-10-05

2303aum up
1514headcount up
1319state expansion
997new office
745headcount down
743planning clients up
522aum crossed 500m
480aum down
458aum crossed 1b
427custody started
180website changed
170new registration

Top 25 signals — US wealth firms

98
CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
SAGE TRADING COLLECTIVE (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LASALLE INVESTMENT ADVISORS, INC. (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
$133.6M RAUM · 5 reps · 262-650-1099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARDENAS ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
$149.3M RAUM · 1 reps · 3129720277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALLRIDGE WEALTH MANAGEMENT, INC (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLASSIC FINANCIAL (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
$151.6M RAUM · 1 reps · 805-230-2430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GVS FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 516-507-7955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
$107.1M RAUM · 1 reps · 970-443-1873
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
OAK STREET ADVISORS (MYRTLE BEACH, SC) is newly SEC-registered with $126.2M RAUM and 2 advisory reps. IAPD ↗
$126.2M RAUM · 2 reps · 843-946-9868 · oakadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
NORTHFORT FINANCIAL, LLC (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗
$118.6M RAUM · 3 reps · 419-636-2020 · northfortfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
NAVIGO WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $129.9M RAUM and 6 advisory reps. IAPD ↗
$129.9M RAUM · 6 reps · 281-804-4392
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ZUCKERMAN CAPITAL MANAGEMENT, LLC (LOS ANGELES, CA) is newly SEC-registered with $123.5M RAUM and 2 advisory reps. IAPD ↗
$123.5M RAUM · 2 reps · 310-867-2778
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VCM WEALTH (location n/a) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
$104.8M RAUM · 2 reps · 610-489-3018 · vcm-wealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HOLM & CAWLEY FINANCIAL GROUP LLC (LAS VEGAS, NV) is newly SEC-registered with $128.8M RAUM and 4 advisory reps. IAPD ↗
$128.8M RAUM · 4 reps · 702-277-3945 · holmandcawley.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EVANS WEALTH MANAGEMENT (DULUTH, GA) is newly SEC-registered with $111.1M RAUM and 1 advisory reps. IAPD ↗
$111.1M RAUM · 1 reps · 770-828-8303 · evanswealthmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CAPSTONE WEALTH PARTNERS (DUBLIN, OH) is newly SEC-registered with $114.9M RAUM and 3 advisory reps. IAPD ↗
$114.9M RAUM · 3 reps · (614) 754-7805 · capstonewealthpartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FLETCHER FINANCIAL GROUP (WEST MONROE, LA) is newly SEC-registered with $133.0M RAUM and 3 advisory reps. IAPD ↗
$133.0M RAUM · 3 reps · 318-387-8918 · fletcherfinancialgroup.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ATON ADVISORS, LLC (location n/a) is newly SEC-registered with $116.4M RAUM and 1 advisory reps. IAPD ↗
$116.4M RAUM · 1 reps · (303) 957-5685
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TWIN CITIES RETIREMENT GROUP (PLYMOUTH, MN) is newly SEC-registered with $134.9M RAUM and 2 advisory reps. IAPD ↗
$134.9M RAUM · 2 reps · 952-600-7550
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CDP FINANCIAL GROUP, LLC (LITTLETON, CO) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 303-794-0706 · cdpfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WITT FINANCIAL GROUP, LLC (CROSSVILLE, TN) is newly SEC-registered with $160.5M RAUM and 2 advisory reps. IAPD ↗
$160.5M RAUM · 2 reps · 931-484-4911 · wittfinancialgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SAGA FINANCIAL MANAGEMENT (location n/a) is newly SEC-registered with $107.0M RAUM and 1 advisory reps. IAPD ↗
$107.0M RAUM · 1 reps · 512-299-8031 · sagaorp.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HOGAN INVESTMENT COUNSEL, LLC (CORDOVA, TN) is newly SEC-registered with $107.2M RAUM and 1 advisory reps. IAPD ↗
$107.2M RAUM · 1 reps · (901) 590-3846 · hoganinvestment.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

By buying window

Who should be calling whom this month.

CRM 3338 firms

98
CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
SAGE TRADING COLLECTIVE (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LASALLE INVESTMENT ADVISORS, INC. (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
$133.6M RAUM · 5 reps · 262-650-1099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARDENAS ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
$149.3M RAUM · 1 reps · 3129720277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALLRIDGE WEALTH MANAGEMENT, INC (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLASSIC FINANCIAL (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
$151.6M RAUM · 1 reps · 805-230-2430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GVS FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 516-507-7955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
$107.1M RAUM · 1 reps · 970-443-1873
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 3328 more in the CSV export.

Financial planning software 3035 firms

98
CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
SAGE TRADING COLLECTIVE (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LASALLE INVESTMENT ADVISORS, INC. (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
$133.6M RAUM · 5 reps · 262-650-1099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARDENAS ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
$149.3M RAUM · 1 reps · 3129720277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALLRIDGE WEALTH MANAGEMENT, INC (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLASSIC FINANCIAL (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
$151.6M RAUM · 1 reps · 805-230-2430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GVS FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 516-507-7955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
$107.1M RAUM · 1 reps · 970-443-1873
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 3025 more in the CSV export.

Compliance 2805 firms

98
CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
SAGE TRADING COLLECTIVE (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LASALLE INVESTMENT ADVISORS, INC. (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
$133.6M RAUM · 5 reps · 262-650-1099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARDENAS ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
$149.3M RAUM · 1 reps · 3129720277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALLRIDGE WEALTH MANAGEMENT, INC (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLASSIC FINANCIAL (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
$151.6M RAUM · 1 reps · 805-230-2430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GVS FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 516-507-7955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
$107.1M RAUM · 1 reps · 970-443-1873
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 2795 more in the CSV export.

Portfolio / reporting / TAMP 2040 firms

98
CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
SAGE TRADING COLLECTIVE (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LASALLE INVESTMENT ADVISORS, INC. (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
$133.6M RAUM · 5 reps · 262-650-1099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARDENAS ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
$149.3M RAUM · 1 reps · 3129720277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALLRIDGE WEALTH MANAGEMENT, INC (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLASSIC FINANCIAL (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
$151.6M RAUM · 1 reps · 805-230-2430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GVS FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 516-507-7955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
$107.1M RAUM · 1 reps · 970-443-1873
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 2030 more in the CSV export.

Custodian 707 firms

98
CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
SAGE TRADING COLLECTIVE (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LASALLE INVESTMENT ADVISORS, INC. (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
$133.6M RAUM · 5 reps · 262-650-1099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARDENAS ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
$149.3M RAUM · 1 reps · 3129720277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALLRIDGE WEALTH MANAGEMENT, INC (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLASSIC FINANCIAL (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
$151.6M RAUM · 1 reps · 805-230-2430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GVS FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 516-507-7955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
$107.1M RAUM · 1 reps · 970-443-1873
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 697 more in the CSV export.

Marketing & brand 1577 firms

98
CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
SAGE TRADING COLLECTIVE (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LASALLE INVESTMENT ADVISORS, INC. (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
$133.6M RAUM · 5 reps · 262-650-1099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARDENAS ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
$149.3M RAUM · 1 reps · 3129720277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALLRIDGE WEALTH MANAGEMENT, INC (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLASSIC FINANCIAL (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
$151.6M RAUM · 1 reps · 805-230-2430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GVS FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 516-507-7955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
$107.1M RAUM · 1 reps · 970-443-1873
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

…and 1567 more in the CSV export.

Recruiting & transitions 1999 firms

85
J.P. MORGAN SECURITIES LLC grew from 8097 to 8479 advisory reps. IAPD ↗
$429.69B RAUM · 8479 reps · 800-999-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
ESI FINANCIAL ADVISORS grew from 430 to 460 advisory reps. IAPD ↗
$2.78B RAUM · 460 reps · 800-344-7437 · equity-services.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
JANNEY MONTGOMERY SCOTT LLC grew from 1208 to 1614 advisory reps. IAPD ↗
$110.11B RAUM · 1614 reps · 215-665-6000
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIFTH THIRD SECURITIES, INC. grew from 788 to 848 advisory reps. IAPD ↗
$10.92B RAUM · 848 reps · 888-889-1025
CRMRecruiting & transitionsComplianceFinancial planning software
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED grew from 3045 to 3079 advisory reps. IAPD ↗
$197.53B RAUM · 3079 reps · 314-342-2000 · aegeanwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRINCIPAL SECURITIES, INC. grew from 1436 to 1464 advisory reps. IAPD ↗
$17.02B RAUM · 1464 reps · 888-774-6267
CRMRecruiting & transitionsComplianceFinancial planning software
85
WILLIAM BLAIR & COMPANY L.L.C. grew from 201 to 231 advisory reps. IAPD ↗
$64.28B RAUM · 231 reps · 312-236-1600 · williamblair.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
GILDER GAGNON HOWE & CO. LLC grew from 31 to 55 advisory reps. IAPD ↗
$12.12B RAUM · 55 reps · 212-765-2500
CRMRecruiting & transitionsComplianceFinancial planning software
85
VOYA FINANCIAL ADVISORS, INC. grew from 563 to 638 advisory reps. IAPD ↗
$3.87B RAUM · 638 reps · 1-800-356-2906
CRMRecruiting & transitionsComplianceFinancial planning software
85
STATE FARM INVESTMENT MANAGEMENT CORP. grew from 150 to 7930 advisory reps. IAPD ↗
$12.94B RAUM · 7930 reps · 800-447-0740
CRMRecruiting & transitionsComplianceFinancial planning software

…and 1989 more in the CSV export.

Integration & migration consulting 580 firms

85
RODGERS BROTHERS, INC. crossed $1B in regulatory AUM ($964.7M -> $1.04B). IAPD ↗
$1.04B RAUM · 9 reps · 724-473-4003 · moncapfund.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BOK FINANCIAL ADVISORS crossed $1B in regulatory AUM ($835.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 142 reps · 877-781-6889
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PACKERLAND BROKERAGE SERVICES, INC. crossed $1B in regulatory AUM ($909.5M -> $1.36B). IAPD ↗
$1.36B RAUM · 165 reps · 920-662-9500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RMC INVESTMENT ADVISORS crossed $1B in regulatory AUM ($986.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 860-561-1245 · rmcinvestmentadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TOBIAS FINANCIAL ADVISORS crossed $1B in regulatory AUM ($892.2M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 954-424-1660
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CORBYN INVESTMENT MANAGEMENT INC crossed $1B in regulatory AUM ($976.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 7 reps · 410-832-5500 · corbyn.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WESCAP GROUP crossed $1B in regulatory AUM ($985.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 13 reps · 818-563-5170
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NASDAQ DORSEY WRIGHT crossed $1B in regulatory AUM ($755.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 14 reps · 804-320-8511
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MPM WEALTH ADVISORS crossed $1B in regulatory AUM ($888.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 18 reps · 419-861-1400 · mpmwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DEERFIELD crossed $1B in regulatory AUM ($958.7M -> $1.18B). IAPD ↗
$1.18B RAUM · 6 reps · 317-469-2455
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

…and 570 more in the CSV export.

Fund administration 43 firms

75
DUNHAM now reports 1 private fund(s) ($0 gross). IAPD ↗
$5.63B RAUM · 9 reps · 858-964-0500
Fund administrationCompliance
75
ADVISORS ASSET MANAGEMENT, INC. now reports 1 private fund(s) ($44.6M gross). IAPD ↗
$2.21B RAUM · 42 reps · 719-488-9956 · aamlive.com
Fund administrationCompliance
75
OPPENHEIMER ASSET MANAGEMENT now reports 3 private fund(s) ($82.6M gross). IAPD ↗
$21.33B RAUM · 129 reps · 212-668-8000 · oppenheimer.com
Fund administrationCompliance
75
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS now reports 3 private fund(s) ($173.5M gross). IAPD ↗
$33.88B RAUM · 104 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
Fund administrationCompliance
75
NISA INVESTMENT ADVISORS, LLC now reports 3 private fund(s) ($696.7M gross). IAPD ↗
$343.89B RAUM · 217 reps · 314-721-1900 · nisa.com
Fund administrationCompliance
75
SFMG WEALTH ADVISORS now reports 1 private fund(s) ($376,821 gross). IAPD ↗
$2.96B RAUM · 16 reps · 972-960-6460 · sfmg.com
Fund administrationCompliance
75
BOYD WATTERSON ASSET MANAGEMENT, LLC now reports 2 private fund(s) ($161.2M gross). IAPD ↗
$18.81B RAUM · 51 reps · 216-771-3450 · boydwatterson.com
Fund administrationCompliance
75
SIERRA CAPITAL LLC now reports 2 private fund(s) ($2.5M gross). IAPD ↗
$1.61B RAUM · 6 reps · 212-867-3533 · sierracap.com
Fund administrationCompliance
75
SAX WEALTH ADVISORS, LLC now reports 1 private fund(s) ($19.3M gross). IAPD ↗
$3.60B RAUM · 37 reps · 973-859-2199
Fund administrationCompliance
75
BASSO CAPITAL MANAGEMENT, L.P. now reports 1 private fund(s) ($0 gross). IAPD ↗
$2.56B RAUM · 6 reps · 203 352-6100 · bassocap.com
Fund administrationCompliance

…and 33 more in the CSV export.

Office IT & facilities 721 firms

55
J.P. MORGAN SECURITIES LLC added office(s): 3559 -> 3566 additional locations. IAPD ↗
$429.69B RAUM · 8479 reps · 800-999-2000
Office IT & facilitiesCRMRecruiting & transitions
55
BNY MELLON SECURITIES CORPORATION added office(s): 4 -> 5 additional locations. IAPD ↗
$8.45B RAUM · 91 reps · 2129226273 · bny.com
Office IT & facilitiesCRMRecruiting & transitions
55
JANNEY MONTGOMERY SCOTT LLC added office(s): 126 -> 138 additional locations. IAPD ↗
$110.11B RAUM · 1614 reps · 215-665-6000
Office IT & facilitiesCRMRecruiting & transitions
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED added office(s): 486 -> 517 additional locations. IAPD ↗
$197.53B RAUM · 3079 reps · 314-342-2000 · aegeanwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
WILLIAM BLAIR & COMPANY L.L.C. added office(s): 10 -> 11 additional locations. IAPD ↗
$64.28B RAUM · 231 reps · 312-236-1600 · williamblair.com
Office IT & facilitiesCRMRecruiting & transitions
55
ASSOCIATED INVESTMENT SERVICES, INC. added office(s): 33 -> 35 additional locations. IAPD ↗
$1.17B RAUM · 27 reps · 800-595-7722 · associatedbank.com
Office IT & facilitiesCRMRecruiting & transitions
55
GILDER GAGNON HOWE & CO. LLC added office(s): 0 -> 11 additional locations. IAPD ↗
$12.12B RAUM · 55 reps · 212-765-2500
Office IT & facilitiesCRMRecruiting & transitions
55
MEANS WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations. IAPD ↗
$1.59B RAUM · 15 reps · 1-207-947-6763
Office IT & facilitiesCRMRecruiting & transitions
55
STATE FARM INVESTMENT MANAGEMENT CORP. added office(s): 17 -> 6443 additional locations. IAPD ↗
$12.94B RAUM · 7930 reps · 800-447-0740
Office IT & facilitiesCRMRecruiting & transitions
55
&PARTNERS added office(s): 50 -> 122 additional locations. IAPD ↗
$30.27B RAUM · 439 reps · 615-255-6431 · andpartners.com
Office IT & facilitiesCRMRecruiting & transitions

…and 711 more in the CSV export.

M&A & valuation 568 firms

65
O'BRIEN WEALTH PARTNERS LLC (WALTHAM, MA) left the SEC roster (was $1.11B RAUM, 11 reps). IAPD ↗
$1.11B RAUM · 11 reps · 617-547-6717
Recruiting & transitionsM&A & valuation
65
MERITAGE PORTFOLIO MANAGEMENT, INC. (OVERLAND PARK, KS) left the SEC roster (was $2.42B RAUM, 11 reps). IAPD ↗
$2.42B RAUM · 11 reps · 913-345-7000 · meritageportfolio.com
Recruiting & transitionsM&A & valuation
65
OFS (MCLEAN, VA) left the SEC roster (was $1.36B RAUM, 7 reps). IAPD ↗
$1.36B RAUM · 7 reps · (703) 905-3300
Recruiting & transitionsM&A & valuation
65
SOL CAPITAL MANAGEMENT CO (ROCKVILLE, MD) left the SEC roster (was $2.98B RAUM, 9 reps). IAPD ↗
$2.98B RAUM · 9 reps · 301-881-3727
Recruiting & transitionsM&A & valuation
65
SB CAPITAL MANAGEMENT, INC. (ENCINO, CA) left the SEC roster (was $1.23B RAUM, 6 reps). IAPD ↗
$1.23B RAUM · 6 reps · 818-774-1000 X 105 · singerburke.com
Recruiting & transitionsM&A & valuation
65
HERITAGE FINANCIAL SERVICES (WESTWOOD, MA) left the SEC roster (was $2.99B RAUM, 23 reps). IAPD ↗
$2.99B RAUM · 23 reps · 781-255-0214 · heritagefinancial.net
Recruiting & transitionsM&A & valuation
65
THE FINANCIAL ADVISORS, LLC (ANDOVER, MA) left the SEC roster (was $1.11B RAUM, 7 reps). IAPD ↗
$1.11B RAUM · 7 reps · 978-475-3242 · tfa.bz
Recruiting & transitionsM&A & valuation
65
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT (OLYMPIA, WA) left the SEC roster (was $4.07B RAUM, 85 reps). IAPD ↗
$4.07B RAUM · 85 reps · 360-866-2345 · talluscapital.com
Recruiting & transitionsM&A & valuation
65
HUB INVESTMENT ADVISORS, INC (OMAHA, NE) left the SEC roster (was $2.07B RAUM, 7 reps). IAPD ↗
$2.07B RAUM · 7 reps · 402-964-5400
Recruiting & transitionsM&A & valuation
65
TOTAL WEALTH PLANNING, LLC (CINCINNATI, OH) left the SEC roster (was $1.18B RAUM, 16 reps). IAPD ↗
$1.18B RAUM · 16 reps · 513-984-6696
Recruiting & transitionsM&A & valuation

…and 558 more in the CSV export.

Everything else — all segments

aum up — 2303 Regulatory AUM up >=25% since last filing.
75
&PARTNERS reported RAUM up 114% ($14.15B -> $30.27B). IAPD ↗
$30.27B RAUM · 439 reps · 615-255-6431 · andpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
CANTERBURY CONSULTING INCORPORATED reported RAUM up 521% ($7.39B -> $45.88B). IAPD ↗
$45.88B RAUM · 25 reps · 949-721-9580 · canterburyconsulting.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
1834 INVESTMENT ADVISORS CO. reported RAUM up 112% ($1.03B -> $2.20B). IAPD ↗
$2.20B RAUM · 30 reps · (414) 615-1012 · 1834investmentadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
VICTORY CAPITAL MANAGEMENT INC. reported RAUM up 86% ($152.29B -> $282.71B). IAPD ↗
$282.71B RAUM · 170 reps · 877-660-4400 · vcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC reported RAUM up 122% ($11.66B -> $25.95B). IAPD ↗
$25.95B RAUM · 19 reps · 617-235-7100
Portfolio / reporting / TAMPCRMFinancial planning software
75
MAI CAPITAL MANAGEMENT, LLC reported RAUM up 76% ($29.63B -> $52.10B). IAPD ↗
$52.10B RAUM · 230 reps · (216) 920-4800
Portfolio / reporting / TAMPCRMFinancial planning software
75
AQR CAPITAL MANAGEMENT, LLC reported RAUM up 94% ($160.52B -> $311.70B). IAPD ↗
$311.70B RAUM · 276 reps · 203-742-3600 · aqr.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
FUTURE CAPITAL reported RAUM up 96% ($1.03B -> $2.02B). IAPD ↗
$2.02B RAUM · 2 reps · 888-871-5711 · futurecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
BFC PLANNING, INC. reported RAUM up 90% ($2.03B -> $3.84B). IAPD ↗
$3.84B RAUM · 200 reps · 319-447-5700
Portfolio / reporting / TAMPCRMFinancial planning software
75
RETIREMENT PLAN ADVISORS, LLC reported RAUM up 88% ($1.88B -> $3.54B). IAPD ↗
$3.54B RAUM · 47 reps · 312-701-1100 · retirementplanadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
ELEVATION POINT WEALTH PARTNERS, LLC reported RAUM up 159% ($2.43B -> $6.30B). IAPD ↗
$6.30B RAUM · 39 reps · 303-382-2880
Portfolio / reporting / TAMPCRMFinancial planning software
75
SPROTT ASSET MANAGEMENT USA INC. reported RAUM up 118% ($4.64B -> $10.12B). IAPD ↗
$10.12B RAUM · 35 reps · 203-656-2400 · sprott.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
INTEGRITY ALLIANCE, LLC reported RAUM up 125% ($2.41B -> $5.41B). IAPD ↗
$5.41B RAUM · 322 reps · 877-886-1939 · integritywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
MERIT FINANCIAL ADVISORS reported RAUM up 126% ($10.58B -> $23.88B). IAPD ↗
$23.88B RAUM · 229 reps · 678-867-7050
Portfolio / reporting / TAMPCRMFinancial planning software
75
RIVERFRONT INVESTMENT GROUP, LLC reported RAUM up 88% ($1.18B -> $2.22B). IAPD ↗
$2.22B RAUM · 12 reps · 804-549-4800
Portfolio / reporting / TAMPCRMFinancial planning software
75
CLEAR HAVEN CAPITAL MANAGEMENT, LLC reported RAUM up 82% ($1.20B -> $2.18B). IAPD ↗
$2.18B RAUM · 6 reps · 332-240-0416
Portfolio / reporting / TAMPCRMFinancial planning software
75
GOTHAM ASSET MANAGEMENT, LLC reported RAUM up 148% ($12.13B -> $30.03B). IAPD ↗
$30.03B RAUM · 22 reps · 212-319-4100 · gothametfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
ARIN RISK ADVISORS LLC reported RAUM up 105% ($4.97B -> $10.19B). IAPD ↗
$10.19B RAUM · 5 reps · 610.822.3400 · arinllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
NORTHROCK PARTNERS, LLC reported RAUM up 85% ($6.60B -> $12.19B). IAPD ↗
$12.19B RAUM · 91 reps · (612) 367-8800
Portfolio / reporting / TAMPCRMFinancial planning software
75
ETF ARCHITECT reported RAUM up 85% ($16.05B -> $29.74B). IAPD ↗
$29.74B RAUM · 6 reps · 1.215.330.4476 · etfarchitect.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
VESTMARK ADVISORY SOLUTIONS, INC. reported RAUM up 398% ($10.02B -> $49.85B). IAPD ↗
$49.85B RAUM · 25 reps · 888-355-0477 · vestmark.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
VIDENT ASSET MANAGEMENT reported RAUM up 82% ($12.09B -> $22.02B). IAPD ↗
$22.02B RAUM · 9 reps · 404-267-1501 · videntam.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
ARKADIOS WEALTH ADVISORS reported RAUM up 128% ($3.86B -> $8.79B). IAPD ↗
$8.79B RAUM · 151 reps · 404-445-0035
Portfolio / reporting / TAMPCRMFinancial planning software
75
PINE RIDGE ADVISERS LLC reported RAUM up 185% ($5.06B -> $14.42B). IAPD ↗
$14.42B RAUM · 4 reps · 212-273-0463 · pineridgeadvisers.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
ATOM INVESTORS LP reported RAUM up 107% ($3.30B -> $6.83B). IAPD ↗
$6.83B RAUM · 8 reps · (737) 249-0292 · atomlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
QUANTINNO CAPITAL MANAGEMENT LP reported RAUM up 325% ($14.32B -> $60.91B). IAPD ↗
$60.91B RAUM · 13 reps · (212) 812-8471
Portfolio / reporting / TAMPCRMFinancial planning software
75
THIRD LAKE PARTNERS, LLC reported RAUM up 78% ($3.35B -> $5.97B). IAPD ↗
$5.97B RAUM · 13 reps · (813) 497-8100
Portfolio / reporting / TAMPCRMFinancial planning software
75
VISE AI ADVISORS reported RAUM up 177% ($2.18B -> $6.03B). IAPD ↗
$6.03B RAUM · 20 reps · 201-375-3969
Portfolio / reporting / TAMPCRMFinancial planning software
75
FARTHER reported RAUM up 113% ($7.52B -> $16.01B). IAPD ↗
$16.01B RAUM · 252 reps · 628-246-8004
Portfolio / reporting / TAMPCRMFinancial planning software
75
ALIYA CAPITAL PARTNERS LLC reported RAUM up 162% ($1.98B -> $5.18B). IAPD ↗
$5.18B RAUM · 6 reps · 305-831-4999
Portfolio / reporting / TAMPCRMFinancial planning software
75
LARCH CAPITAL PARTNERS LLC reported RAUM up 80% ($1.67B -> $3.00B). IAPD ↗
$3.00B RAUM · 6 reps · (786) 677-4120 · larchcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
TRB WEALTH MANAGEMENT, LLC reported RAUM up 220% ($1.17B -> $3.74B). IAPD ↗
$3.74B RAUM · 13 reps · 832-810-3565 · trb.bank
Portfolio / reporting / TAMPCRMFinancial planning software
75
IMPACT PARTNERSHIP WEALTH, LLC reported RAUM up 76% ($1.68B -> $2.96B). IAPD ↗
$2.96B RAUM · 89 reps · 800-380-5040
Portfolio / reporting / TAMPCRMFinancial planning software
75
BROOKLYN INVESTMENT GROUP, LLC reported RAUM up 259% ($1.11B -> $3.98B). IAPD ↗
$3.98B RAUM · 9 reps · 617-319-7229
Portfolio / reporting / TAMPCRMFinancial planning software
75
SAVVY reported RAUM up 286% ($1.30B -> $5.00B). IAPD ↗
$5.00B RAUM · 101 reps · 833-745-6789 · savvywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
VESTGEN ADVISORS, LLC reported RAUM up 92% ($3.47B -> $6.67B). IAPD ↗
$6.67B RAUM · 58 reps · 312-237-4446 · vestgen.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
PGIM DC SOLUTIONS reported RAUM up 455% ($1.24B -> $6.90B). IAPD ↗
$6.90B RAUM · 5 reps · 1-877-275-9786 · pgim.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
CONCENTRIC reported RAUM up 81% ($7.67B -> $13.91B). IAPD ↗
$13.91B RAUM · 16 reps · 888-265-2257 · concentricinnovation.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
GATEWAY WEALTH PARTNERS, LLC reported RAUM up 82% ($1.25B -> $2.28B). IAPD ↗
$2.28B RAUM · 83 reps · (920) 731-9293
Portfolio / reporting / TAMPCRMFinancial planning software
75
MODERN WEALTH MANAGEMENT, LLC reported RAUM up 77% ($6.15B -> $10.90B). IAPD ↗
$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site
Portfolio / reporting / TAMPCRMFinancial planning software
75
ARIS INVESTING reported RAUM up 196% ($1.12B -> $3.31B). IAPD ↗
$3.31B RAUM · 7 reps · 3129102502 · arisinvesting.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
GC WEALTH MANAGEMENT RIA, LLC reported RAUM up 171% ($2.15B -> $5.83B). IAPD ↗
$5.83B RAUM · 34 reps · 617-234-7000 · generalcatalyst.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
STIFEL CAPITAL MANAGEMENT, LLC reported RAUM up 182% ($1.49B -> $4.20B). IAPD ↗
$4.20B RAUM · 5 reps · 212-328-1000 · stifelcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
FORZA INVESTMENT GROUP, LP reported RAUM up 105% ($1.92B -> $3.94B). IAPD ↗
$3.94B RAUM · 6 reps · 973-315-5394 · forza-ig.com
Portfolio / reporting / TAMPCRMFinancial planning software
75
WGI DM, LLC reported RAUM up 83% ($4.25B -> $7.78B). IAPD ↗
$7.78B RAUM · 6 reps · 617-428-4040
Portfolio / reporting / TAMPCRMFinancial planning software
75
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC reported RAUM up 89% ($1.70B -> $3.21B). IAPD ↗
$3.21B RAUM · 10 reps · 215-220-6651 · podcastaddict.com
Portfolio / reporting / TAMPCRMFinancial planning software
74
AUSDAL FINANCIAL PARTNERS, INC. reported RAUM up 75% ($2.13B -> $3.73B). IAPD ↗
$3.73B RAUM · 168 reps · 563-326-2064 · wenstrup.org
Portfolio / reporting / TAMPCRMFinancial planning software
74
GREENSPRING ADVISORS, LLC reported RAUM up 71% ($3.78B -> $6.46B). IAPD ↗
$6.46B RAUM · 39 reps · 443-564-4600 · greenspringadvice.com
Portfolio / reporting / TAMPCRMFinancial planning software
74
REGAN CAPITAL reported RAUM up 71% ($2.10B -> $3.59B). IAPD ↗
$3.59B RAUM · 5 reps · 214-550-1710
Portfolio / reporting / TAMPCRMFinancial planning software
74
MAS ADVISORS LLC reported RAUM up 71% ($1.50B -> $2.56B). IAPD ↗
$2.56B RAUM · 9 reps · 786-364-3101 · masadvisorsllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
74
SUMMIT WEALTH GROUP reported RAUM up 70% ($1.35B -> $2.31B). IAPD ↗
$2.31B RAUM · 29 reps · 7196334033 · summitwealthgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
WALL CAPITAL GROUP, INC. reported RAUM up 174% ($107.5M -> $294.7M). IAPD ↗
$294.7M RAUM · 3 reps · 623-242-6332 · wallcapitalgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
NWF ADVISORY SERVICES INC reported RAUM up 68% ($3.82B -> $6.43B). IAPD ↗
$6.43B RAUM · 102 reps · 310-475-5854
Portfolio / reporting / TAMPCRMFinancial planning software
73
HELM CAPITAL MANAGEMENT reported RAUM up 97% ($203.1M -> $400.8M). IAPD ↗
$400.8M RAUM · 1 reps · 206-654-6200 · helmcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE reported RAUM up 82% ($192.1M -> $349.6M). IAPD ↗
$349.6M RAUM · 8 reps · 858-546-1046 · superiorplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC reported RAUM up 70% ($3.00B -> $5.09B). IAPD ↗
$5.09B RAUM · 10 reps · 781-416-1700 · nepwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. reported RAUM up 134% ($186.8M -> $436.9M). IAPD ↗
$436.9M RAUM · 25 reps · 203-418-9000
Portfolio / reporting / TAMPCRMFinancial planning software
73
FIRST CITIZENS ASSET MANAGEMENT, INC reported RAUM up 178% ($167.0M -> $465.1M). IAPD ↗
$465.1M RAUM · 32 reps · 800-229-0205 · firstcitizens.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
SEVEN HILLS FINANCIAL, LLC reported RAUM up 88% ($149.1M -> $280.9M). IAPD ↗
$280.9M RAUM · 5 reps · 850-219-6699
Portfolio / reporting / TAMPCRMFinancial planning software
73
CAIM LLC reported RAUM up 78% ($178.9M -> $318.0M). IAPD ↗
$318.0M RAUM · 2 reps · 941-388-7249
Portfolio / reporting / TAMPCRMFinancial planning software
73
VISTICA WEALTH ADVISORS, LLC reported RAUM up 98% ($131.6M -> $260.1M). IAPD ↗
$260.1M RAUM · 5 reps · 760-854-4003
Portfolio / reporting / TAMPCRMFinancial planning software
73
MARTIN CAPITAL PARTNERS, LLC reported RAUM up 203% ($95.9M -> $290.5M). IAPD ↗
$290.5M RAUM · 4 reps · 541-636-4170 · martincp.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PATHWAYS WEALTH MANAGEMENT, INC. reported RAUM up 115% ($133.3M -> $287.0M). IAPD ↗
$287.0M RAUM · 3 reps · 937-552-9765 · pathwayswm.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
INTEGRITY INVESTMENT ADVISORS reported RAUM up 135% ($168.0M -> $394.3M). IAPD ↗
$394.3M RAUM · 2 reps · 303-549-4720
Portfolio / reporting / TAMPCRMFinancial planning software
73
TIDAL INVESTMENTS LLC reported RAUM up 68% ($27.26B -> $45.83B). IAPD ↗
$45.83B RAUM · 50 reps · 855-843-2534
Portfolio / reporting / TAMPCRMFinancial planning software
73
GREENWICH ADVISORS, LLC reported RAUM up 80% ($162.8M -> $293.2M). IAPD ↗
$293.2M RAUM · 4 reps · 203-489-0700 · greenwichadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
NORTHERN LIGHTS ADVISORS, INC. reported RAUM up 97% ($131.7M -> $258.9M). IAPD ↗
$258.9M RAUM · 3 reps · 206-203-6638
Portfolio / reporting / TAMPCRMFinancial planning software
73
MILLENNIAL ADVISERS, LLC. reported RAUM up 478% ($58.7M -> $339.4M). IAPD ↗
$339.4M RAUM · 12 reps · 646-532-2400
Portfolio / reporting / TAMPCRMFinancial planning software
73
STRATEGAS ASSET MANAGEMENT, LLC reported RAUM up 209% ($148.2M -> $458.4M). IAPD ↗
$458.4M RAUM · 15 reps · 855-273-7227 · strategasasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
GUGGENHEIM WEALTH SOLUTIONS, LLC reported RAUM up 1081% ($31.4M -> $371.3M). IAPD ↗
$371.3M RAUM · 6 reps · 310-576-1270 · guggenheiminvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC reported RAUM up 107% ($122.8M -> $254.4M). IAPD ↗
$254.4M RAUM · 28 reps · 1-407-362-7753
Portfolio / reporting / TAMPCRMFinancial planning software
73
SUNBEAM CAPITAL MANAGEMENT, LLC reported RAUM up 92% ($213.2M -> $410.2M). IAPD ↗
$410.2M RAUM · 2 reps · (901) 229-2132
Portfolio / reporting / TAMPCRMFinancial planning software
73
REDWOOD FINANCIAL PLANNING, LLC reported RAUM up 83% ($212.8M -> $388.8M). IAPD ↗
$388.8M RAUM · 3 reps · 908-663-2125
Portfolio / reporting / TAMPCRMFinancial planning software
73
CATALYST FINANCIAL PARTNERS reported RAUM up 69% ($1.02B -> $1.72B). IAPD ↗
$1.72B RAUM · 6 reps · 617-239-8101
Portfolio / reporting / TAMPCRMFinancial planning software
73
BLUEDOOR PRIVATE WEALTH, LLC reported RAUM up 218% ($105.9M -> $337.3M). IAPD ↗
$337.3M RAUM · 4 reps · 781-810-4604 · bluedoorprivate.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
HUDSON CAPITAL ADVISORY, INC. reported RAUM up 146% ($133.0M -> $327.7M). IAPD ↗
$327.7M RAUM · 3 reps · 716-277-2717 · hudsonadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
CORPS CAPITAL ADVISORS, LLC reported RAUM up 83% ($147.8M -> $270.3M). IAPD ↗
$270.3M RAUM · 3 reps · (214) 452-2300 · corpscapadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
ADVISORSTRUST PARTNERS LLC reported RAUM up 101% ($216.8M -> $435.3M). IAPD ↗
$435.3M RAUM · 4 reps · 919-298-2458 · jamesfinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
RETIRABLE reported RAUM up 130% ($130.6M -> $301.0M). IAPD ↗
$301.0M RAUM · 12 reps · 833 222 1807
Portfolio / reporting / TAMPCRMFinancial planning software
73
NEW EDGE WEALTH reported RAUM up 65% ($12.06B -> $19.93B). IAPD ↗
$19.93B RAUM · 99 reps · 2034242262
Portfolio / reporting / TAMPCRMFinancial planning software
73
ADVISOR SHARE WEALTH MANAGEMENT, LLC reported RAUM up 104% ($185.2M -> $376.9M). IAPD ↗
$376.9M RAUM · 41 reps · 866-232-3251 · advisorsharewm.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
PTM WEALTH MANAGEMENT, LLC reported RAUM up 77% ($175.3M -> $310.2M). IAPD ↗
$310.2M RAUM · 2 reps · 267-317-1515
Portfolio / reporting / TAMPCRMFinancial planning software
73
TREASURE INVESTMENT MANAGEMENT, LLC reported RAUM up 133% ($108.5M -> $252.7M). IAPD ↗
$252.7M RAUM · 0 reps · 310-957-9428 · treasure.tech
Portfolio / reporting / TAMPCRMFinancial planning software
73
ELYSIUM WEALTH MANAGEMENT, LLC reported RAUM up 121% ($159.2M -> $352.3M). IAPD ↗
$352.3M RAUM · 10 reps · 385-276-4716
Portfolio / reporting / TAMPCRMFinancial planning software
73
MOMENT PRIVATE WEALTH reported RAUM up 128% ($156.7M -> $357.2M). IAPD ↗
$357.2M RAUM · 6 reps · (636) 591-1050 · momentprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
THE FUTURE FUND LLC reported RAUM up 759% ($36.6M -> $314.4M). IAPD ↗
$314.4M RAUM · 2 reps · 312-825-1280
Portfolio / reporting / TAMPCRMFinancial planning software
73
NORMANDY INVESTMENT ADVISORS reported RAUM up 92% ($142.0M -> $273.4M). IAPD ↗
$273.4M RAUM · 5 reps · 913-914-1944 · normandyia.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
NFWM reported RAUM up 109% ($149.3M -> $311.9M). IAPD ↗
$311.9M RAUM · 2 reps · (214) 379-3333
Portfolio / reporting / TAMPCRMFinancial planning software
73
VALTRION CAPITAL MANAGEMENT, LLC reported RAUM up 100% ($143.6M -> $287.3M). IAPD ↗
$287.3M RAUM · 6 reps · 833-856-2088 · valtrioncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
COGENT PRIVATE WEALTH reported RAUM up 77% ($141.5M -> $250.3M). IAPD ↗
$250.3M RAUM · 5 reps · (407) 887-4965 · cogentprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
FLATROCK WEALTH PARTNERS LLC reported RAUM up 80% ($232.4M -> $417.6M). IAPD ↗
$417.6M RAUM · 2 reps · (949) 687-2615
Portfolio / reporting / TAMPCRMFinancial planning software
73
M2G VENTURES LLC reported RAUM up 82% ($156.2M -> $284.0M). IAPD ↗
$284.0M RAUM · 15 reps · 817-898-8515
Portfolio / reporting / TAMPCRMFinancial planning software
73
OPAL CAPITAL LLC reported RAUM up 158% ($135.0M -> $348.3M). IAPD ↗
$348.3M RAUM · 6 reps · 917-716-6257
Portfolio / reporting / TAMPCRMFinancial planning software
73
POMONA WEALTH MANAGEMENT, LLC reported RAUM up 75% ($165.2M -> $289.8M). IAPD ↗
$289.8M RAUM · 2 reps · 509-643-6028 · pomonawm.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
TIEMPO CAPITAL PARTNERS reported RAUM up 79% ($508.0M -> $911.0M). IAPD ↗
$911.0M RAUM · 4 reps · 786-885-2120 · tiempocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
RETIREMENT PORTFOLIOS, LLC reported RAUM up 90% ($153.0M -> $290.0M). IAPD ↗
$290.0M RAUM · 2 reps · 785-330-9292
Portfolio / reporting / TAMPCRMFinancial planning software
73
OSPREY PRIVATE WEALTH LLC reported RAUM up 177% ($162.1M -> $448.4M). IAPD ↗
$448.4M RAUM · 2 reps · (646) 907-5800
Portfolio / reporting / TAMPCRMFinancial planning software
73
OUTRUNNER CAPITAL, LLC reported RAUM up 114% ($233.2M -> $498.5M). IAPD ↗
$498.5M RAUM · 3 reps · 512-649-3192 · outrunnercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
STORYONE FAMILY OFFICE reported RAUM up 81% ($143.5M -> $259.4M). IAPD ↗
$259.4M RAUM · 4 reps · 913-544-0600
Portfolio / reporting / TAMPCRMFinancial planning software
73
ARENA PRIVATE WEALTH reported RAUM up 143% ($139.1M -> $338.1M). IAPD ↗
$338.1M RAUM · 8 reps · 312-798-9045
Portfolio / reporting / TAMPCRMFinancial planning software
73
BEATRICE ADVISORS LP reported RAUM up 337% ($64.6M -> $282.3M). IAPD ↗
$282.3M RAUM · 6 reps · 212-688-1261
Portfolio / reporting / TAMPCRMFinancial planning software
73
THE WELLINGTON GRP LLC reported RAUM up 247% ($136.4M -> $473.6M). IAPD ↗
$473.6M RAUM · 9 reps · 317-846-5055 · thewellingtongroupllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
THE LIFE WEALTH GROUP reported RAUM up 176% ($177.7M -> $490.6M). IAPD ↗
$490.6M RAUM · 9 reps · 407-299-4129 · thelifewealthgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
INFLECTION CAPITAL MANAGEMENT, LLC reported RAUM up 94% ($188.5M -> $365.6M). IAPD ↗
$365.6M RAUM · 8 reps · 415-450-6556
Portfolio / reporting / TAMPCRMFinancial planning software
73
TRITONPOINT PARTNERS, LLC reported RAUM up 160% ($110.3M -> $286.5M). IAPD ↗
$286.5M RAUM · 3 reps · 301-799-9001
Portfolio / reporting / TAMPCRMFinancial planning software
73
PARADIGM INVESTMENT ADVISORY, LLC reported RAUM up 133% ($182.8M -> $425.1M). IAPD ↗
$425.1M RAUM · 8 reps · 908-450-7402 · paradigm-partners.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
BEACON ADVISORS reported RAUM up 79% ($256.7M -> $459.6M). IAPD ↗
$459.6M RAUM · 4 reps · 512-612-4884 · beacon-adv.com
Portfolio / reporting / TAMPCRMFinancial planning software
73
TRITONPOINT CAPITAL, LLC reported RAUM up 123% ($112.2M -> $250.2M). IAPD ↗
$250.2M RAUM · 1 reps · 301-799-9001
Portfolio / reporting / TAMPCRMFinancial planning software
73
INNOVATIVE ASSET ADVISORS GROUP reported RAUM up 122% ($134.5M -> $297.9M). IAPD ↗
$297.9M RAUM · 11 reps · 203-444-3599 · innovativeaag.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
H. C. DENISON CO. reported RAUM up 75% ($177.3M -> $310.0M). IAPD ↗
$310.0M RAUM · 4 reps · 920 457-9451 · hcdenison.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
OSAIC INSTITUTIONS, INC. reported RAUM up 61% ($4.02B -> $6.49B). IAPD ↗
$6.49B RAUM · 478 reps · 203-599-6000 · osaic.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
WESBANCO SECURITIES, INC. reported RAUM up 72% ($166.5M -> $285.9M). IAPD ↗
$285.9M RAUM · 42 reps · 8003683369
Portfolio / reporting / TAMPCRMFinancial planning software
72
EARNED WEALTH ADVISORS, LLC reported RAUM up 62% ($1.92B -> $3.11B). IAPD ↗
$3.11B RAUM · 33 reps · 925.939.2500
Portfolio / reporting / TAMPCRMFinancial planning software
72
GENEOS WEALTH MANAGEMENT, INC. reported RAUM up 65% ($5.60B -> $9.22B). IAPD ↗
$9.22B RAUM · 200 reps · 303-785-8470 · geneoswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
JFG FAMILY OFFICE reported RAUM up 65% ($2.75B -> $4.53B). IAPD ↗
$4.53B RAUM · 35 reps · 720-475-1195
Portfolio / reporting / TAMPCRMFinancial planning software
72
EURO PACIFIC ASSET MANAGEMENT, LLC reported RAUM up 60% ($1.36B -> $2.18B). IAPD ↗
$2.18B RAUM · 5 reps · 1-866-878-2881 · europac.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
COMPASS FINANCIAL MANAGEMENT LLC reported RAUM up 72% ($519.0M -> $893.8M). IAPD ↗
$893.8M RAUM · 31 reps · 813-597-6400
Portfolio / reporting / TAMPCRMFinancial planning software
72
BALEFIRE, LLC reported RAUM up 61% ($1.24B -> $1.99B). IAPD ↗
$1.99B RAUM · 38 reps · 972-361-1001 · balefirewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
COMPOUND PLANNING, INC. reported RAUM up 60% ($3.03B -> $4.85B). IAPD ↗
$4.85B RAUM · 76 reps · 888-533-9364 · compoundplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
SPIDERROCK ADVISORS, LLC reported RAUM up 64% ($5.98B -> $9.83B). IAPD ↗
$9.83B RAUM · 43 reps · (312) 847-0300 · spiderrockadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
ATLATL ADVISERS reported RAUM up 71% ($229.9M -> $392.7M). IAPD ↗
$392.7M RAUM · 7 reps · (608) 351-4500
Portfolio / reporting / TAMPCRMFinancial planning software
72
ECIO, INC. reported RAUM up 71% ($231.7M -> $395.6M). IAPD ↗
$395.6M RAUM · 4 reps · 608-291-4646 · getecio.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
IEQ CAPITAL, LLC reported RAUM up 60% ($35.38B -> $56.77B). IAPD ↗
$56.77B RAUM · 193 reps · 650-581-9807 · ieqcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
HUNTER LEWIS LLC reported RAUM up 75% ($226.0M -> $394.6M). IAPD ↗
$394.6M RAUM · 6 reps · 434-996-0370
Portfolio / reporting / TAMPCRMFinancial planning software
72
EMPOWER WEALTH MANAGEMENT reported RAUM up 74% ($200.2M -> $349.3M). IAPD ↗
$349.3M RAUM · 5 reps · 512-833-6557 · empoweringretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
ABICH FINANCIAL WEALTH MANAGEMENT, LLC reported RAUM up 73% ($227.6M -> $394.7M). IAPD ↗
$394.7M RAUM · 5 reps · (571) 577-9968
Portfolio / reporting / TAMPCRMFinancial planning software
72
CW ADVISORS, LLC reported RAUM up 64% ($9.30B -> $15.22B). IAPD ↗
$15.22B RAUM · 89 reps · (617) 428-7600 · cwadvisorsgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
GAMMA INVESTING LLC reported RAUM up 61% ($1.42B -> $2.28B). IAPD ↗
$2.28B RAUM · 7 reps · 888-585-1755 · gammainvesting.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
BALLAST ROCK PRIVATE WEALTH reported RAUM up 70% ($238.2M -> $405.7M). IAPD ↗
$405.7M RAUM · 8 reps · (800) 204-2513 · ballastrockpw.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
DIVERSIFY WEALTH MANAGEMENT, LLC reported RAUM up 63% ($2.53B -> $4.11B). IAPD ↗
$4.11B RAUM · 70 reps · 801-838-9999 · caliberwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
UNITING WEALTH PARTNERS reported RAUM up 72% ($544.7M -> $934.6M). IAPD ↗
$934.6M RAUM · 11 reps · 720-706-7180 · unitingwealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
72
MATTERS CAPITAL LLC reported RAUM up 70% ($174.3M -> $296.8M). IAPD ↗
$296.8M RAUM · 2 reps · (305) 528-3701 · matters.capital
Portfolio / reporting / TAMPCRMFinancial planning software
71
CETERA INVESTMENT ADVISERS LLC reported RAUM up 57% ($163.79B -> $256.81B). IAPD ↗
$256.81B RAUM · 9049 reps · 310-257-7880 · ceterafinancialspecialists.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
HORIZON INVESTMENTS LLC reported RAUM up 58% ($5.36B -> $8.47B). IAPD ↗
$8.47B RAUM · 23 reps · 704-544-2399 · horizoninvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
APRIO WEALTH MANAGEMENT, LLC reported RAUM up 58% ($2.64B -> $4.15B). IAPD ↗
$4.15B RAUM · 32 reps · 404-892-9651 · wealth.aprio.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
ADVOCACY WEALTH MANAGEMENT, LLC reported RAUM up 56% ($2.08B -> $3.24B). IAPD ↗
$3.24B RAUM · 26 reps · 404.836.7141 · advocacywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
WESTFULLER ADVISORS, LLC reported RAUM up 58% ($2.14B -> $3.37B). IAPD ↗
$3.37B RAUM · 14 reps · 212-219-6198 · westfulleradvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
NEWEDGE ADVISORS reported RAUM up 58% ($27.38B -> $43.21B). IAPD ↗
$43.21B RAUM · 515 reps · 504-459-4391 · pilgreenwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
AB PRIVATE CREDIT INVESTORS LLC reported RAUM up 57% ($7.21B -> $11.36B). IAPD ↗
$11.36B RAUM · 1 reps · 512-721-2900
Portfolio / reporting / TAMPCRMFinancial planning software
71
VANGUARD PERSONALIZED INDEXING MANAGEMENT reported RAUM up 56% ($7.26B -> $11.35B). IAPD ↗
$11.35B RAUM · 5 reps · 844-317-5190
Portfolio / reporting / TAMPCRMFinancial planning software
71
INVICTA ADVISORS LLC reported RAUM up 69% ($183.5M -> $310.2M). IAPD ↗
$310.2M RAUM · 7 reps · 412-349-8684 · invictacapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
GREENBRIDGE PARTNERS LLC reported RAUM up 70% ($254.8M -> $433.1M). IAPD ↗
$433.1M RAUM · 1 reps · 863-688-5938
Portfolio / reporting / TAMPCRMFinancial planning software
71
NAVIS WEALTH ADVISORS LLC reported RAUM up 67% ($540.7M -> $902.2M). IAPD ↗
$902.2M RAUM · 6 reps · 914-848-8300
Portfolio / reporting / TAMPCRMFinancial planning software
71
ENCOMPASS MORE ASSET MANAGEMENT LLC reported RAUM up 69% ($581.9M -> $984.9M). IAPD ↗
$984.9M RAUM · 85 reps · 925-272-8850 · encompassmore.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
CONCURRENT INVESTMENT ADVISORS, LLC reported RAUM up 59% ($9.90B -> $15.73B). IAPD ↗
$15.73B RAUM · 163 reps · 813-709-8800 · famwealthsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
71
LCP INSTITUTIONAL, LLC reported RAUM up 57% ($2.02B -> $3.18B). IAPD ↗
$3.18B RAUM · 4 reps · 470-326-7920
Portfolio / reporting / TAMPCRMFinancial planning software
71
FIRST TURN MANAGEMENT, LLC reported RAUM up 68% ($536.6M -> $900.1M). IAPD ↗
$900.1M RAUM · 4 reps · 310-902-0958
Portfolio / reporting / TAMPCRMFinancial planning software
71
THRYVE WEALTH MANAGEMENT reported RAUM up 70% ($179.1M -> $304.0M). IAPD ↗
$304.0M RAUM · 4 reps · 805-451-2909 · thryvewealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ARS INVESTMENT PARTNERS, LLC reported RAUM up 52% ($1.78B -> $2.71B). IAPD ↗
$2.71B RAUM · 7 reps · 212-931-5722
Portfolio / reporting / TAMPCRMFinancial planning software
70
WILSHIRE reported RAUM up 50% ($99.10B -> $149.10B). IAPD ↗
$149.10B RAUM · 86 reps · 310-451-3051
Portfolio / reporting / TAMPCRMFinancial planning software
70
B.B. GRAHAM & COMPANY, INC. reported RAUM up 64% ($196.1M -> $321.7M). IAPD ↗
$321.7M RAUM · 32 reps · (714) 628-5200 · bbgraham.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
SUPREME ALLIANCE LLC reported RAUM up 93% ($18.3M -> $35.3M). IAPD ↗
$35.3M RAUM · 15 reps · 561-460-2870 · supremealliancellc.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
BRANDES INVESTMENT PARTNERS, LP reported RAUM up 52% ($26.69B -> $40.65B). IAPD ↗
$40.65B RAUM · 35 reps · 858-755-0239
Portfolio / reporting / TAMPCRMFinancial planning software
70
ADRIAN DAY ASSET MANAGEMENT reported RAUM up 88% ($117.6M -> $221.6M). IAPD ↗
$221.6M RAUM · 2 reps · 410-224-2037 · adriandayassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
GUGGENHEIM INVESTMENT ADVISORS, LLC reported RAUM up 61% ($522.0M -> $840.9M). IAPD ↗
$840.9M RAUM · 8 reps · 212-739-0700
Portfolio / reporting / TAMPCRMFinancial planning software
70
T. ROWE PRICE ADVISORY SERVICES, INC. reported RAUM up 53% ($3.86B -> $5.90B). IAPD ↗
$5.90B RAUM · 66 reps · 800-225-5132
Portfolio / reporting / TAMPCRMFinancial planning software
70
PROMETHEUS CAPITAL MANAGEMENT CORP. reported RAUM up 61% ($247.6M -> $397.8M). IAPD ↗
$397.8M RAUM · 2 reps · 215-321-9312 · procap.net
Portfolio / reporting / TAMPCRMFinancial planning software
70
IKE CAPITAL, LLC reported RAUM up 64% ($157.3M -> $257.4M). IAPD ↗
$257.4M RAUM · 3 reps · 917-825-1536 · ikecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
AMERICAN INDEPENDENT SECURITIES GROUP, LLC reported RAUM up 63% ($604.9M -> $986.3M). IAPD ↗
$986.3M RAUM · 49 reps · 208-489-3131
Portfolio / reporting / TAMPCRMFinancial planning software
70
STELAC ADVISORY SERVICES LLC reported RAUM up 55% ($4.06B -> $6.29B). IAPD ↗
$6.29B RAUM · 10 reps · 212-920-3890
Portfolio / reporting / TAMPCRMFinancial planning software
70
CORNERSTONE WEALTH PARTNERS, LLC reported RAUM up 1043% ($12.8M -> $145.9M). IAPD ↗
$145.9M RAUM · 8 reps · 517-381-3450
Portfolio / reporting / TAMPCRMFinancial planning software
70
CAPRICORN INVESTMENT GROUP LLC reported RAUM up 51% ($12.47B -> $18.85B). IAPD ↗
$18.85B RAUM · 16 reps · 646-289-3030 · capricornllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CS PLANNING CORP reported RAUM up 55% ($1.27B -> $1.96B). IAPD ↗
$1.96B RAUM · 49 reps · 503-292-5853 · vertwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CAPITAL WEALTH PLANNING, LLC reported RAUM up 51% ($11.42B -> $17.25B). IAPD ↗
$17.25B RAUM · 6 reps · 239-593-2100
Portfolio / reporting / TAMPCRMFinancial planning software
70
C2 PRIVATE WEALTH reported RAUM up 54% ($1.18B -> $1.82B). IAPD ↗
$1.82B RAUM · 11 reps · 248-567-6688 · c2privatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
EXPAND FINANCIAL, LLC reported RAUM up 51% ($1.84B -> $2.77B). IAPD ↗
$2.77B RAUM · 6 reps · 720-387-8158
Portfolio / reporting / TAMPCRMFinancial planning software
70
ISRAEL INVESTMENT ADVISORS, LLC reported RAUM up 110% ($45.9M -> $96.3M). IAPD ↗
$96.3M RAUM · 4 reps · 303-861-3798 · israelinvestmentadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
TRICORD ADVISORS, INC. reported RAUM up 65% ($261.7M -> $431.5M). IAPD ↗
$431.5M RAUM · 5 reps · 951-684-7011 · tricordadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
XENDIA WEALTH LLC reported RAUM up 63% ($291.7M -> $475.3M). IAPD ↗
$475.3M RAUM · 5 reps · 305-415-0060 · monexinvestor.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
DUTCH ASSET CORPORATION reported RAUM up 105% ($91.1M -> $186.9M). IAPD ↗
$186.9M RAUM · 8 reps · 518-478-8077 · dutchasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
HULL TACTICAL reported RAUM up 131% ($76.7M -> $177.0M). IAPD ↗
$177.0M RAUM · 8 reps · 312-356-3150 · hulltactical.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
IHT WEALTH MANAGEMENT LLC reported RAUM up 54% ($6.38B -> $9.80B). IAPD ↗
$9.80B RAUM · 153 reps · 855-295-2828
Portfolio / reporting / TAMPCRMFinancial planning software
70
NORTH WOODS WEALTH MANAGEMENT reported RAUM up 101% ($74.8M -> $150.4M). IAPD ↗
$150.4M RAUM · 2 reps · 716.220.8497 · north-woods.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
EMERGENT FINANCIAL SERVICES, LLC. reported RAUM up 77% ($110.4M -> $195.2M). IAPD ↗
$195.2M RAUM · 4 reps · 434-260-1690 · emergentfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
BRASIL PLURAL INVESTMENT ADVISOR LLC reported RAUM up 93% ($104.6M -> $201.6M). IAPD ↗
$201.6M RAUM · 14 reps · (305) 904-9496
Portfolio / reporting / TAMPCRMFinancial planning software
70
RICHMOND QUANTITATIVE ADVISORS, LLC reported RAUM up 115% ($27.8M -> $60.0M). IAPD ↗
$60.0M RAUM · 2 reps · (804) 347-0126 · richmondquant.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
KINGSWOOD WEALTH ADVISORS, LLC reported RAUM up 54% ($2.47B -> $3.80B). IAPD ↗
$3.80B RAUM · 76 reps · 800-535-6981 · kingswoodus.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
PALM SPRINGS ADVISORY LLC reported RAUM up 652% ($4.7M -> $35.5M). IAPD ↗
$35.5M RAUM · 1 reps · 8613467529666 · palmspringsadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
MONOGRAM CAPITAL MANAGEMENT, L.P. reported RAUM up 53% ($1.17B -> $1.79B). IAPD ↗
$1.79B RAUM · 11 reps · 310-229-2460 · monogramcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
WICK CAPITAL PARTNERS, LLC reported RAUM up 64% ($565.3M -> $929.7M). IAPD ↗
$929.7M RAUM · 10 reps · 215-302-3535 · wickcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
SUMMIT FINANCIAL, LLC reported RAUM up 50% ($14.96B -> $22.47B). IAPD ↗
$22.47B RAUM · 216 reps · 973-285-3600 · lbellwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
HILTON HEAD CAPITAL PARTNERS, LLC reported RAUM up 61% ($253.8M -> $409.5M). IAPD ↗
$409.5M RAUM · 6 reps · 843-790-7573
Portfolio / reporting / TAMPCRMFinancial planning software
70
FOUNDRY FINANCIAL LLC reported RAUM up 122% ($104.7M -> $232.6M). IAPD ↗
$232.6M RAUM · 5 reps · (213) 802-8662
Portfolio / reporting / TAMPCRMFinancial planning software
70
LEXINGTON HILL PARTNERS, LLC reported RAUM up 63% ($170.7M -> $278.4M). IAPD ↗
$278.4M RAUM · 6 reps · 214-225-1891 · lexingtonhillpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
TANNIN CAPITAL, LLC reported RAUM up 61% ($512.3M -> $824.9M). IAPD ↗
$824.9M RAUM · 6 reps · 704-552-1082
Portfolio / reporting / TAMPCRMFinancial planning software
70
ORIGIN INVESTMENT ADVISORY LLC reported RAUM up 1514% ($2.1M -> $34.7M). IAPD ↗
$34.7M RAUM · 40 reps · 6172273825 · reddit.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ALIGNMENT FINANCIAL GROUP reported RAUM up 417% ($15.0M -> $77.6M). IAPD ↗
$77.6M RAUM · 1 reps · (617) 306-3159 · alignfg.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
DELAWARE WEALTH PLANNERS reported RAUM up 65% ($155.2M -> $255.6M). IAPD ↗
$255.6M RAUM · 3 reps · 302-254-2400
Portfolio / reporting / TAMPCRMFinancial planning software
70
QUINCY WELLS ADVISORS, LLC reported RAUM up 94% ($45.1M -> $87.3M). IAPD ↗
$87.3M RAUM · 20 reps · 312-356-4875
Portfolio / reporting / TAMPCRMFinancial planning software
70
STRATTON CAPITAL INVESTMENT ADVISORY LLC reported RAUM up 84% ($75.2M -> $138.3M). IAPD ↗
$138.3M RAUM · 6 reps · (914) 471-3377 · stratton-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
INSIGHTS INVESTMENTS reported RAUM up 100% ($22.9M -> $45.8M). IAPD ↗
$45.8M RAUM · 1 reps · 6504850277
Portfolio / reporting / TAMPCRMFinancial planning software
70
GUARDIAN WEALTH PARTNERS, LLC reported RAUM up 95% ($98.3M -> $191.4M). IAPD ↗
$191.4M RAUM · 75 reps · 800-879-6934 · parkavenuesecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
GLOBAL INVESTMENT ADVISORY reported RAUM up 234% ($21.5M -> $71.8M). IAPD ↗
$71.8M RAUM · 5 reps · (678) 583-1120 · globalria.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CSP FINANCIAL GROUP LLC reported RAUM up 293% ($30.3M -> $119.2M). IAPD ↗
$119.2M RAUM · 19 reps · 480-600-9626 · cspfgllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
QUANTEL ASSET MANAGEMENT LLC reported RAUM up 96% ($30.4M -> $59.7M). IAPD ↗
$59.7M RAUM · 1 reps · 844-836-5461
Portfolio / reporting / TAMPCRMFinancial planning software
70
ALINEA ADVISORY SERVICES LLC reported RAUM up 430% ($12.6M -> $66.6M). IAPD ↗
$66.6M RAUM · 1 reps · 516-469-9482
Portfolio / reporting / TAMPCRMFinancial planning software
70
EKO reported RAUM up 421% ($14.4M -> $74.9M). IAPD ↗
$74.9M RAUM · 2 reps · (917)7449432 · eko.investments
Portfolio / reporting / TAMPCRMFinancial planning software
70
MORALIS TECHNOLOGIES, LLC reported RAUM up 98% ($51.9M -> $103.0M). IAPD ↗
$103.0M RAUM · 7 reps · 833-730-3700 · aquinaswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CALLAN FAMILY OFFICE, LLC reported RAUM up 53% ($6.67B -> $10.21B). IAPD ↗
$10.21B RAUM · 15 reps · (877) 506-7990
Portfolio / reporting / TAMPCRMFinancial planning software
70
SK ADVISOR NETWORK, LLC reported RAUM up 64% ($165.2M -> $271.5M). IAPD ↗
$271.5M RAUM · 2 reps · (214) 851-8564
Portfolio / reporting / TAMPCRMFinancial planning software
70
NK CAPITAL LLC reported RAUM up 200% ($36.4M -> $109.2M). IAPD ↗
$109.2M RAUM · 2 reps · (646) 416-6303 · nkcapllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ADVISOR.COM reported RAUM up 147% ($51.3M -> $126.8M). IAPD ↗
$126.8M RAUM · 3 reps · 843-284-6261
Portfolio / reporting / TAMPCRMFinancial planning software
70
TSG ALPHA PARTNERS, LLC reported RAUM up 79% ($75.4M -> $134.9M). IAPD ↗
$134.9M RAUM · 9 reps · 631-403-5364 · tsginvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CENTRAL PINE CAPITAL, LLC reported RAUM up 65% ($201.5M -> $332.4M). IAPD ↗
$332.4M RAUM · 3 reps · 212-430-1030
Portfolio / reporting / TAMPCRMFinancial planning software
70
FRUITFUL reported RAUM up 171% ($9.3M -> $25.2M). IAPD ↗
$25.2M RAUM · 17 reps · 833-784-8050
Portfolio / reporting / TAMPCRMFinancial planning software
70
ALIANZA CORP. INVESTMENT ADVISOR reported RAUM up 87% ($108.9M -> $204.1M). IAPD ↗
$204.1M RAUM · 5 reps · 954-330-1741
Portfolio / reporting / TAMPCRMFinancial planning software
70
CARRY ADVISORS LLC reported RAUM up 81% ($99.7M -> $180.9M). IAPD ↗
$180.9M RAUM · 2 reps · 2014720612 · carry.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
A16Z PERENNIAL MANAGEMENT, L.P. reported RAUM up 51% ($1.82B -> $2.74B). IAPD ↗
$2.74B RAUM · 10 reps · (650) 798-5800 · a16z.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
FANCLUB SPORTS CAPITAL reported RAUM up 79% ($15.5M -> $27.8M). IAPD ↗
$27.8M RAUM · 1 reps · 9053591698 · fanclubsports.co
Portfolio / reporting / TAMPCRMFinancial planning software
70
ALOOOLA reported RAUM up 101% ($25.5M -> $51.2M). IAPD ↗
$51.2M RAUM · 3 reps · 484.275.5525 · alooola.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
E6 PORTFOLIOS reported RAUM up 79% ($134.0M -> $239.4M). IAPD ↗
$239.4M RAUM · 3 reps · 801-545-8706 · e6portfolios.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
E-WEALTH PARTNERS reported RAUM up 94% ($112.9M -> $218.7M). IAPD ↗
$218.7M RAUM · 5 reps · 952.800.2121 · e-wealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
HERON FINANCE reported RAUM up 146% ($15.3M -> $37.7M). IAPD ↗
$37.7M RAUM · 2 reps · 510-214-6602
Portfolio / reporting / TAMPCRMFinancial planning software
70
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 83% ($102.8M -> $188.2M). IAPD ↗
$188.2M RAUM · 3 reps · (513) 241-8313 · barnesdennigprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
QUANTIFY FUNDS reported RAUM up 135% ($56.7M -> $133.2M). IAPD ↗
$133.2M RAUM · 2 reps · 917-696-6359 · quantifyfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ALTITUDE CAPITAL MANAGEMENT LLC reported RAUM up 110% ($49.4M -> $103.6M). IAPD ↗
$103.6M RAUM · 26 reps · 515-207-3310 · altitudecm.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
INNOVATIVE FAMILY OFFICE LLC reported RAUM up 206% ($21.5M -> $65.8M). IAPD ↗
$65.8M RAUM · 8 reps · (914) 427-8036 · innovativefo.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
PONTA WEALTH PARTNERS, LLC reported RAUM up 104% ($102.2M -> $208.4M). IAPD ↗
$208.4M RAUM · 1 reps · 407-490-4820 · pontawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
ARIMATHEA reported RAUM up 1378% ($2.7M -> $39.9M). IAPD ↗
$39.9M RAUM · 4 reps · 707-813-7070 · arimatheainvesting.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CALIBER WEALTH MANAGEMENT, LLC reported RAUM up 51% ($1.17B -> $1.76B). IAPD ↗
$1.76B RAUM · 15 reps · 913-303-3920
Portfolio / reporting / TAMPCRMFinancial planning software
70
WEALTH2B reported RAUM up 558% ($4.0M -> $26.2M). IAPD ↗
$26.2M RAUM · 1 reps · 1 (205) 953-6526 · wealth2b.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
GUGGENHEIM PRIVATE INVESTMENTS, LLC reported RAUM up 62% ($216.2M -> $349.5M). IAPD ↗
$349.5M RAUM · 2 reps · 2125189010 · guggenheiminvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
SANDRO WEALTH MANAGEMENT LLC reported RAUM up 124% ($101.7M -> $227.6M). IAPD ↗
$227.6M RAUM · 11 reps · 2016613416 · sandrowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
CATOCTIN RIDGE WEALTH PARTNER reported RAUM up 95% ($102.3M -> $199.0M). IAPD ↗
$199.0M RAUM · 4 reps · 301-304-6004 · burhonfg.com
Portfolio / reporting / TAMPCRMFinancial planning software
70
HONEOYE FALLS CAPITAL LLC reported RAUM up 123% ($30.0M -> $67.0M). IAPD ↗
$67.0M RAUM · 2 reps · (585) 770-7171
Portfolio / reporting / TAMPCRMFinancial planning software
70
THE BYCOFF GROUP LLC reported RAUM up 98% ($36.7M -> $72.6M). IAPD ↗
$72.6M RAUM · 2 reps · 781-801-5559
Portfolio / reporting / TAMPCRMFinancial planning software
70
WELARA reported RAUM up 145% ($34.1M -> $83.7M). IAPD ↗
$83.7M RAUM · 6 reps · 917-524-6125
Portfolio / reporting / TAMPCRMFinancial planning software
70
EAGLE'S CREST ADVISORS, LLC reported RAUM up 114% ($30.6M -> $65.3M). IAPD ↗
$65.3M RAUM · 1 reps · 646-627-6030
Portfolio / reporting / TAMPCRMFinancial planning software
70
CONNECTIVE WEALTH PARTNERS, LLC reported RAUM up 112% ($36.7M -> $77.6M). IAPD ↗
$77.6M RAUM · 10 reps · (603) 498-1854 · connectivewealth.ai
Portfolio / reporting / TAMPCRMFinancial planning software
69
PECONIC PARTNERS LLC reported RAUM up 49% ($1.84B -> $2.75B). IAPD ↗
$2.75B RAUM · 5 reps · 212-904-0440 · peconic.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ALLSTATE FINANCIAL ADVISORS, LLC reported RAUM up 74% ($82.0M -> $142.4M). IAPD ↗
$142.4M RAUM · 0 reps · 877-232-2142
Portfolio / reporting / TAMPCRMFinancial planning software
69
ASPEN INVESTMENT MANAGEMENT INC. reported RAUM up 58% ($285.7M -> $452.5M). IAPD ↗
$452.5M RAUM · 5 reps · 616-361-2500 · aspenim.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
CAUSEWAY CAPITAL MANAGEMENT LLC reported RAUM up 46% ($42.66B -> $62.24B). IAPD ↗
$62.24B RAUM · 40 reps · 310-231-6100
Portfolio / reporting / TAMPCRMFinancial planning software
69
SAX WEALTH ADVISORS, LLC reported RAUM up 47% ($2.44B -> $3.60B). IAPD ↗
$3.60B RAUM · 37 reps · 973-859-2199
Portfolio / reporting / TAMPCRMFinancial planning software
69
WMGNA reported RAUM up 60% ($217.1M -> $346.4M). IAPD ↗
$346.4M RAUM · 3 reps · 860-679-5255
Portfolio / reporting / TAMPCRMFinancial planning software
69
VERSANT CAPITAL MANAGEMENT, INC. reported RAUM up 46% ($1.24B -> $1.81B). IAPD ↗
$1.81B RAUM · 14 reps · 602-635-3760 · tamethemoneymonkey.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
KEY INVESTMENT SERVICES LLC reported RAUM up 45% ($6.11B -> $8.88B). IAPD ↗
$8.88B RAUM · 360 reps · (888) 547-2968 · key.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ACP CAPITAL MANAGEMENT, LLC reported RAUM up 56% ($230.4M -> $360.3M). IAPD ↗
$360.3M RAUM · 12 reps · 305-670-4180 · acp-group.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
GBM WEALTH MANAGEMENT, INC. reported RAUM up 59% ($217.7M -> $346.4M). IAPD ↗
$346.4M RAUM · 8 reps · (281) 745-9100 · gbminvestor.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
FORTUNE FINANCIAL ADVISORS, LLC reported RAUM up 59% ($202.4M -> $322.6M). IAPD ↗
$322.6M RAUM · 6 reps · 913-393-0038 · fortunefinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
INSIGHT STRATEGIC WEALTH LLC reported RAUM up 56% ($256.9M -> $401.0M). IAPD ↗
$401.0M RAUM · 7 reps · 866-467-9756 · insightstrategicwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ASHTON THOMAS PRIVATE WEALTH reported RAUM up 48% ($4.05B -> $6.01B). IAPD ↗
$6.01B RAUM · 63 reps · 602-732-4745
Portfolio / reporting / TAMPCRMFinancial planning software
69
PARSONEX ADVISORY SERVICES, INC. reported RAUM up 55% ($174.8M -> $271.3M). IAPD ↗
$271.3M RAUM · 2 reps · 303-662-8700 · parsonexadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
MCGUIRE CAPITAL ADVISORS, INC. reported RAUM up 73% ($116.1M -> $200.8M). IAPD ↗
$200.8M RAUM · 4 reps · 405-378-2233 · mcguirecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
VALUE INVESTMENT PROFESSIONALS, LLC reported RAUM up 74% ($141.9M -> $246.7M). IAPD ↗
$246.7M RAUM · 4 reps · 646-383-7757 · valueinvestmentprofessionals.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ELM WEALTH reported RAUM up 49% ($2.02B -> $3.02B). IAPD ↗
$3.02B RAUM · 7 reps · (888) 676-3148
Portfolio / reporting / TAMPCRMFinancial planning software
69
OCEANIQ CAPITAL, LLC reported RAUM up 57% ($212.4M -> $334.2M). IAPD ↗
$334.2M RAUM · 4 reps · (415) 432-7580 · oceaniqcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
OAKTREE ADVISORS LLC reported RAUM up 58% ($179.3M -> $282.8M). IAPD ↗
$282.8M RAUM · 3 reps · (610) 882-5670
Portfolio / reporting / TAMPCRMFinancial planning software
69
JIM SAULNIER & ASSOCIATES, LLC reported RAUM up 59% ($180.0M -> $286.4M). IAPD ↗
$286.4M RAUM · 3 reps · 970-530-0556 · jimhelps.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY reported RAUM up 56% ($220.3M -> $344.1M). IAPD ↗
$344.1M RAUM · 13 reps · 866-929-3258
Portfolio / reporting / TAMPCRMFinancial planning software
69
LIDO reported RAUM up 46% ($29.08B -> $42.50B). IAPD ↗
$42.50B RAUM · 235 reps · 800-301-5496 · lidoadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
CYNOSURE GROUP, LLC reported RAUM up 50% ($6.57B -> $9.85B). IAPD ↗
$9.85B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
GUERRA WEALTH ADVISORS reported RAUM up 56% ($260.0M -> $406.2M). IAPD ↗
$406.2M RAUM · 9 reps · 305-448-1011 · guerrawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
STANCE CAPITAL LLC reported RAUM up 55% ($228.4M -> $354.2M). IAPD ↗
$354.2M RAUM · 5 reps · 617-875-1062
Portfolio / reporting / TAMPCRMFinancial planning software
69
EVOLUTION WEALTH ADVISORS, LLC reported RAUM up 49% ($1.31B -> $1.96B). IAPD ↗
$1.96B RAUM · 7 reps · (305) 921-4740 · ewadvisors.net
Portfolio / reporting / TAMPCRMFinancial planning software
69
DELTA ACCUMULATION, LLC reported RAUM up 58% ($210.0M -> $332.1M). IAPD ↗
$332.1M RAUM · 3 reps · 415-480-0485 · deltaaccumulation.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ALERA INVESTMENT ADVISORS, LLC reported RAUM up 48% ($3.57B -> $5.29B). IAPD ↗
$5.29B RAUM · 67 reps · (847) 457-3000 · aleragroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ROSSMORE PRIVATE CAPITAL, LLC reported RAUM up 46% ($1.32B -> $1.92B). IAPD ↗
$1.92B RAUM · 7 reps · 860-200-6079 · rossmore.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
APOLLON WEALTH MANAGEMENT, LLC reported RAUM up 50% ($7.72B -> $11.56B). IAPD ↗
$11.56B RAUM · 115 reps · 843-579-0018 · bridgemark.apollonwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
COLTER LEWIS INVESTMENT PARTNERS, LLC reported RAUM up 47% ($2.32B -> $3.41B). IAPD ↗
$3.41B RAUM · 12 reps · 203-987-3090 · colterlewis.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
ACCURATE WEALTH MANAGEMENT, LLC reported RAUM up 49% ($1.15B -> $1.71B). IAPD ↗
$1.71B RAUM · 47 reps · 813-994-0984 · providentwealthllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
AMERICANA PARTNERS, LLC reported RAUM up 50% ($6.08B -> $9.10B). IAPD ↗
$9.10B RAUM · 34 reps · 713-429-5552 · americanapartners.podbean.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC reported RAUM up 45% ($6.47B -> $9.38B). IAPD ↗
$9.38B RAUM · 101 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
69
RESOLUTE CAPITAL, LLC reported RAUM up 59% ($188.7M -> $300.8M). IAPD ↗
$300.8M RAUM · 8 reps · (864) 800-1831 · retiretrunorth.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
CLOUD CAPITAL MANAGEMENT reported RAUM up 58% ($189.9M -> $300.2M). IAPD ↗
$300.2M RAUM · 5 reps · 8007954303 · cloudcapital.us
Portfolio / reporting / TAMPCRMFinancial planning software
69
MAREN CAPITAL reported RAUM up 49% ($1.40B -> $2.08B). IAPD ↗
$2.08B RAUM · 2 reps · 7738327602 · marencapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
STEWARD ADVISORS GROUP, LLC reported RAUM up 72% ($61.4M -> $105.4M). IAPD ↗
$105.4M RAUM · 8 reps · (518) 406-5624
Portfolio / reporting / TAMPCRMFinancial planning software
69
SYON CAPITAL LLC reported RAUM up 49% ($2.93B -> $4.38B). IAPD ↗
$4.38B RAUM · 5 reps · 415-520-7966 · syoncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
FAMILY WEALTH PLANNING PARTNERS reported RAUM up 57% ($202.3M -> $317.4M). IAPD ↗
$317.4M RAUM · 5 reps · 502-200-5210 · fwppartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
WEST INVEST reported RAUM up 57% ($193.6M -> $304.5M). IAPD ↗
$304.5M RAUM · 9 reps · 360-738-6019
Portfolio / reporting / TAMPCRMFinancial planning software
69
TREND TRADE PRO, LLC reported RAUM up 56% ($191.0M -> $298.3M). IAPD ↗
$298.3M RAUM · 1 reps · (626) 234-8999 · trendtradepro.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
LYNK CAPITAL MANAGEMENT COMPANY, LLC reported RAUM up 60% ($225.2M -> $359.6M). IAPD ↗
$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
69
CASTLE ROCK ADVISORS LLC reported RAUM up 49% ($1.59B -> $2.38B). IAPD ↗
$2.38B RAUM · 27 reps · 617-227-0050
Portfolio / reporting / TAMPCRMFinancial planning software
68
VOYA FINANCIAL ADVISORS, INC. reported RAUM up 41% ($2.74B -> $3.87B). IAPD ↗
$3.87B RAUM · 638 reps · 1-800-356-2906
Portfolio / reporting / TAMPCRMFinancial planning software
68
CITIZENS SECURITIES, INC. reported RAUM up 40% ($9.19B -> $12.87B). IAPD ↗
$12.87B RAUM · 454 reps · 1-800-942-8300
Portfolio / reporting / TAMPCRMFinancial planning software
68
CAMBRIDGE ASSOCIATES LIMITED, LLC reported RAUM up 42% ($5.77B -> $8.20B). IAPD ↗
$8.20B RAUM · 14 reps · (617) 457-7500 · cambridgeassociates.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ATLAS CAPITAL MANAGEMENT CORP reported RAUM up 55% ($562.6M -> $869.8M). IAPD ↗
$869.8M RAUM · 4 reps · 260-637-2857 · atlascapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
FIDUCIENT ADVISORS LLC reported RAUM up 44% ($67.64B -> $97.54B). IAPD ↗
$97.54B RAUM · 78 reps · 312-853-1000 · fiducientadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
WINDWARD CAPITAL MANAGEMENT CO reported RAUM up 40% ($1.33B -> $1.86B). IAPD ↗
$1.86B RAUM · 3 reps · 310-893-3000 · windwardcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
COLBERT INVESTMENT MANAGEMENT CO reported RAUM up 54% ($191.5M -> $295.8M). IAPD ↗
$295.8M RAUM · 2 reps · 305-416-9996
Portfolio / reporting / TAMPCRMFinancial planning software
68
WILLIAMS CAPITAL MANAGEMENT COMPANY reported RAUM up 66% ($136.1M -> $225.6M). IAPD ↗
$225.6M RAUM · 1 reps · 847-256-5565
Portfolio / reporting / TAMPCRMFinancial planning software
68
PKS INVESTMENT ADVISORS LLC reported RAUM up 51% ($242.4M -> $367.2M). IAPD ↗
$367.2M RAUM · 8 reps · 410-546-5600 · pksadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
PEAK INVESTMENT ADVISORS, INC. reported RAUM up 68% ($139.6M -> $234.6M). IAPD ↗
$234.6M RAUM · 1 reps · 719-260-6475 · peakinvestmentadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
COLRAIN CAPITAL LLC reported RAUM up 67% ($132.8M -> $222.2M). IAPD ↗
$222.2M RAUM · 3 reps · 617-897-5800 · colraincapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ANTOLINO WEALTH ADVISORS reported RAUM up 40% ($1.01B -> $1.42B). IAPD ↗
$1.42B RAUM · 10 reps · 614-442-3355
Portfolio / reporting / TAMPCRMFinancial planning software
68
ROBLE, BELKO AND COMPANY, INC. reported RAUM up 44% ($1.08B -> $1.55B). IAPD ↗
$1.55B RAUM · 7 reps · (724) 935-4990
Portfolio / reporting / TAMPCRMFinancial planning software
68
BUSEY CAPITAL MANAGEMENT, INC. reported RAUM up 52% ($324.7M -> $493.8M). IAPD ↗
$493.8M RAUM · 19 reps · 217-365-4800
Portfolio / reporting / TAMPCRMFinancial planning software
68
FOREST HILL CAPITAL, LLC reported RAUM up 70% ($146.7M -> $248.8M). IAPD ↗
$248.8M RAUM · 4 reps · 501-663-4491 · foresthillcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MCF ADVISORS, LLC reported RAUM up 41% ($3.33B -> $4.68B). IAPD ↗
$4.68B RAUM · 30 reps · 859-967-0999
Portfolio / reporting / TAMPCRMFinancial planning software
68
PINNACLE PENSION CONSULTANTS LLC reported RAUM up 43% ($1.52B -> $2.17B). IAPD ↗
$2.17B RAUM · 3 reps · 857-302-4105 · pinnaclepensionconsultants.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
UNITED CAPITAL FINANCIAL ADVISORS reported RAUM up 43% ($17.21B -> $24.65B). IAPD ↗
$24.65B RAUM · 162 reps · 972-822-2055
Portfolio / reporting / TAMPCRMFinancial planning software
68
COMPOSITION WEALTH, LLC reported RAUM up 41% ($6.71B -> $9.47B). IAPD ↗
$9.47B RAUM · 63 reps · (310) 246-1243 · composition.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
FORT POINT CAPITAL PARTNERS LLC reported RAUM up 45% ($2.00B -> $2.89B). IAPD ↗
$2.89B RAUM · 17 reps · (415) 449-0570 · fortpointcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MERCER GLOBAL ADVISORS INC. reported RAUM up 40% ($60.26B -> $84.40B). IAPD ↗
$84.40B RAUM · 632 reps · (888) 885-8101
Portfolio / reporting / TAMPCRMFinancial planning software
68
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC reported RAUM up 69% ($115.9M -> $195.4M). IAPD ↗
$195.4M RAUM · 4 reps · 815-479-9024
Portfolio / reporting / TAMPCRMFinancial planning software
68
SOLTIS INVESTMENT ADVISORS, LLC reported RAUM up 44% ($8.35B -> $12.04B). IAPD ↗
$12.04B RAUM · 63 reps · 435-674-1600 · soltisadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ALETHEA CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($196.1M -> $302.6M). IAPD ↗
$302.6M RAUM · 1 reps · (858) 926-2058
Portfolio / reporting / TAMPCRMFinancial planning software
68
VALIANT CAPITAL MANAGEMENT, L.P. reported RAUM up 40% ($2.73B -> $3.83B). IAPD ↗
$3.83B RAUM · 14 reps · 415-659-7201 · valiantcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
PERINI CAPITAL reported RAUM up 52% ($217.4M -> $329.8M). IAPD ↗
$329.8M RAUM · 2 reps · 575-725-1978
Portfolio / reporting / TAMPCRMFinancial planning software
68
AXXCESS WEALTH MANAGEMENT, LLC reported RAUM up 40% ($6.33B -> $8.88B). IAPD ↗
$8.88B RAUM · 44 reps · (858) 217-5347 · axxcesswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
VERNAL POINT ADVISORS, LLC reported RAUM up 44% ($2.74B -> $3.94B). IAPD ↗
$3.94B RAUM · 8 reps · 415-237-3530 · vernalpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
APTUS CAPITAL ADVISORS, LLC reported RAUM up 43% ($9.86B -> $14.14B). IAPD ↗
$14.14B RAUM · 26 reps · 251-517-7198 · aptuscapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MISSIONPOINT PARTNERS LLC reported RAUM up 55% ($250.0M -> $386.9M). IAPD ↗
$386.9M RAUM · 2 reps · 203-286-0400 · mppgrp.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
FOUNDATIONS INVESTMENT ADVISORS LLC reported RAUM up 41% ($7.18B -> $10.10B). IAPD ↗
$10.10B RAUM · 289 reps · 480-626-2979 · fiwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
INTRUA FINANCIAL reported RAUM up 44% ($1.21B -> $1.75B). IAPD ↗
$1.75B RAUM · 38 reps · 713-355-9910
Portfolio / reporting / TAMPCRMFinancial planning software
68
INSIGNEO ADVISORY SERVICES, LLC reported RAUM up 43% ($3.61B -> $5.16B). IAPD ↗
$5.16B RAUM · 178 reps · 305.373.9000 · insigneo.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ONEASCENT INVESTMENT SOLUTIONS, LLC reported RAUM up 54% ($639.8M -> $987.2M). IAPD ↗
$987.2M RAUM · 9 reps · 2053139142
Portfolio / reporting / TAMPCRMFinancial planning software
68
ABOUND WEALTH MANAGEMENT, LLC reported RAUM up 40% ($1.39B -> $1.95B). IAPD ↗
$1.95B RAUM · 26 reps · 615-226-3667
Portfolio / reporting / TAMPCRMFinancial planning software
68
SHADE TREE ADVISORS LLC reported RAUM up 42% ($1.03B -> $1.45B). IAPD ↗
$1.45B RAUM · 21 reps · 518-290-9460 · shadetreeadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ROCKEFELLER CAPITAL MANAGEMENT reported RAUM up 42% ($70.03B -> $99.60B). IAPD ↗
$99.60B RAUM · 815 reps · 212-549-5100
Portfolio / reporting / TAMPCRMFinancial planning software
68
INTELLIGENT WEALTH SOLUTIONS LLC reported RAUM up 52% ($632.4M -> $961.0M). IAPD ↗
$961.0M RAUM · 6 reps · 877-699-3258
Portfolio / reporting / TAMPCRMFinancial planning software
68
POINT OLEMA CAPITAL PARTNERS, L.P. reported RAUM up 42% ($2.04B -> $2.91B). IAPD ↗
$2.91B RAUM · 4 reps · 415-851-0411 · pointolema.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
BRIGHTREE WEALTH MANAGEMENT, LLC reported RAUM up 66% ($108.0M -> $179.0M). IAPD ↗
$179.0M RAUM · 2 reps · 808-521-4401 · brightfg.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
KATHMERE CAPITAL MANAGEMENT, LLC reported RAUM up 41% ($2.47B -> $3.48B). IAPD ↗
$3.48B RAUM · 15 reps · 610-989-3900
Portfolio / reporting / TAMPCRMFinancial planning software
68
ATHOS PRIVATE WEALTH LLC reported RAUM up 52% ($176.7M -> $268.5M). IAPD ↗
$268.5M RAUM · 4 reps · 435-252-1099
Portfolio / reporting / TAMPCRMFinancial planning software
68
CHAPEL BRIDGE WEALTH ADVISORS reported RAUM up 50% ($182.1M -> $273.6M). IAPD ↗
$273.6M RAUM · 3 reps · 614-552-8200 · chapelbridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
MILLER AVENUE ADVISORS LLC reported RAUM up 51% ($186.5M -> $281.2M). IAPD ↗
$281.2M RAUM · 3 reps · 415-888-8472 · milleraveadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
THE LEWIS FINANCIAL GROUP reported RAUM up 54% ($313.9M -> $482.4M). IAPD ↗
$482.4M RAUM · 3 reps · 703-288-1272 · thelewisfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
GDS WEALTH MANAGEMENT reported RAUM up 41% ($1.28B -> $1.81B). IAPD ↗
$1.81B RAUM · 22 reps · 469-212-8072 · gdswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
ALLOCATE MANAGEMENT COMPANY, LLC reported RAUM up 40% ($2.14B -> $3.00B). IAPD ↗
$3.00B RAUM · 4 reps · 650-331-4151
Portfolio / reporting / TAMPCRMFinancial planning software
68
ASCEND INTERPLAY, LLC reported RAUM up 54% ($253.5M -> $390.2M). IAPD ↗
$390.2M RAUM · 6 reps · 914-746-0436
Portfolio / reporting / TAMPCRMFinancial planning software
68
CIBEST CAPITAL ADVISORY SERVICES LLC reported RAUM up 54% ($243.4M -> $374.8M). IAPD ↗
$374.8M RAUM · 4 reps · 786-551-9122 · cibestcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
GAMBIT CAPITAL MANAGEMENT, LLC reported RAUM up 65% ($101.3M -> $167.5M). IAPD ↗
$167.5M RAUM · 6 reps · (651) 427-9001
Portfolio / reporting / TAMPCRMFinancial planning software
68
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC reported RAUM up 67% ($123.6M -> $206.2M). IAPD ↗
$206.2M RAUM · 6 reps · 907-563-4488 · mckinley-alaska.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
RITTER DANIHER FINANCIAL ADVISORY LLC reported RAUM up 55% ($605.9M -> $936.5M). IAPD ↗
$936.5M RAUM · 10 reps · 513-233-0715 · ritterdaniher.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
FORTHRIGHT CAPITAL reported RAUM up 66% ($65.0M -> $107.7M). IAPD ↗
$107.7M RAUM · 21 reps · 725-712-3016 · forthrightcps.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
DIVERSIFY ADVISORY SERVICES, LLC reported RAUM up 45% ($3.21B -> $4.65B). IAPD ↗
$4.65B RAUM · 110 reps · 801-890.7577 · animascapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
GENESIS FINANCIAL GROUP, LLC reported RAUM up 68% ($102.0M -> $171.3M). IAPD ↗
$171.3M RAUM · 1 reps · 551-284-4023 · genesisfinancialgroupllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
DELARME WEALTH MANAGEMENT, INC. reported RAUM up 51% ($169.5M -> $256.5M). IAPD ↗
$256.5M RAUM · 3 reps · (424) 250-1725
Portfolio / reporting / TAMPCRMFinancial planning software
68
MINDORO CAPITAL PARTNERS LLC reported RAUM up 69% ($134.3M -> $226.4M). IAPD ↗
$226.4M RAUM · 3 reps · (617) 214-2313 · mindoro.com
Portfolio / reporting / TAMPCRMFinancial planning software
68
210 FINANCIAL reported RAUM up 67% ($145.1M -> $242.8M). IAPD ↗
$242.8M RAUM · 5 reps · 309-263-1333
Portfolio / reporting / TAMPCRMFinancial planning software
68
SOVRAN ADVISORS, LLC reported RAUM up 43% ($1.31B -> $1.87B). IAPD ↗
$1.87B RAUM · 60 reps · 619-281-9890
Portfolio / reporting / TAMPCRMFinancial planning software
68
KAI WEALTH LLC reported RAUM up 54% ($174.6M -> $269.2M). IAPD ↗
$269.2M RAUM · 1 reps · 312-605-8020
Portfolio / reporting / TAMPCRMFinancial planning software
68
PCM ENCORE, LLC reported RAUM up 41% ($1.24B -> $1.74B). IAPD ↗
$1.74B RAUM · 6 reps · 425-214-1755
Portfolio / reporting / TAMPCRMFinancial planning software
67
W&S BROKERAGE SERVICES, INC. reported RAUM up 46% ($175.8M -> $257.2M). IAPD ↗
$257.2M RAUM · 86 reps · 800-257-2135
Portfolio / reporting / TAMPCRMFinancial planning software
67
PRIMERICA ADVISORS reported RAUM up 39% ($11.16B -> $15.54B). IAPD ↗
$15.54B RAUM · 3959 reps · 833-786-0550
Portfolio / reporting / TAMPCRMFinancial planning software
67
JPMORGAN ALTERNATIVE ASSET MANAGEMENT reported RAUM up 36% ($21.80B -> $29.73B). IAPD ↗
$29.73B RAUM · 26 reps · 800-343-1113 · am.jpmorgan.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
HANCOCK WHITNEY INVESTMENT SERVICES INC. reported RAUM up 45% ($210.6M -> $306.1M). IAPD ↗
$306.1M RAUM · 49 reps · 504-586-7290
Portfolio / reporting / TAMPCRMFinancial planning software
67
JANUS HENDERSON INVESTORS reported RAUM up 39% ($274.67B -> $380.43B). IAPD ↗
$380.43B RAUM · 152 reps · (303) 333 3863 · bsky.app
Portfolio / reporting / TAMPCRMFinancial planning software
67
EVERGREEN CAPITAL MANAGEMENT LLC reported RAUM up 38% ($5.22B -> $7.19B). IAPD ↗
$7.19B RAUM · 26 reps · 425-467-4600
Portfolio / reporting / TAMPCRMFinancial planning software
67
CREATIVE PLANNING reported RAUM up 36% ($217.40B -> $295.57B). IAPD ↗
$295.57B RAUM · 1538 reps · (866) 909-5148
Portfolio / reporting / TAMPCRMFinancial planning software
67
POTOMAC reported RAUM up 36% ($2.41B -> $3.28B). IAPD ↗
$3.28B RAUM · 27 reps · (301) 901-3466
Portfolio / reporting / TAMPCRMFinancial planning software
67
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS reported RAUM up 39% ($24.29B -> $33.88B). IAPD ↗
$33.88B RAUM · 104 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BNY MELLON ADVISORS, INC. reported RAUM up 40% ($23.96B -> $33.48B). IAPD ↗
$33.48B RAUM · 44 reps · 212-495-1784
Portfolio / reporting / TAMPCRMFinancial planning software
67
MEEDER ADVISORY SERVICES, INC. reported RAUM up 37% ($2.09B -> $2.86B). IAPD ↗
$2.86B RAUM · 54 reps · 866-633-3371 · meederinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
PEKIN HARDY STRAUSS, INC. reported RAUM up 36% ($1.14B -> $1.55B). IAPD ↗
$1.55B RAUM · 9 reps · 312-554-7525
Portfolio / reporting / TAMPCRMFinancial planning software
67
ASCENSION CAPITAL ADVISORS, INC. reported RAUM up 48% ($634.3M -> $938.5M). IAPD ↗
$938.5M RAUM · 7 reps · 713-952-6900 · ascensioncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BROOKFIELD PUBLIC SECURITIES GROUP LLC reported RAUM up 38% ($48.29B -> $66.46B). IAPD ↗
$66.46B RAUM · 41 reps · 212-417-7000 · publicsecurities.brookfield.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
APERIO GROUP, LLC reported RAUM up 37% ($111.41B -> $152.13B). IAPD ↗
$152.13B RAUM · 88 reps · 415-339-4300 · blackrock.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
MISSION WEALTH MANAGEMENT, LP reported RAUM up 39% ($10.02B -> $13.91B). IAPD ↗
$13.91B RAUM · 117 reps · 805-882-2360
Portfolio / reporting / TAMPCRMFinancial planning software
67
SEQUOIA FINANCIAL GROUP, L.L.C. reported RAUM up 40% ($23.03B -> $32.24B). IAPD ↗
$32.24B RAUM · 195 reps · 330-375-9480
Portfolio / reporting / TAMPCRMFinancial planning software
67
MACRO ADVISORS, INC. reported RAUM up 46% ($253.3M -> $370.9M). IAPD ↗
$370.9M RAUM · 8 reps · 717-764-4566 · macroadv.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BEACON POINTE ADVISORS, LLC reported RAUM up 38% ($39.84B -> $54.87B). IAPD ↗
$54.87B RAUM · 440 reps · 949-718-1600
Portfolio / reporting / TAMPCRMFinancial planning software
67
PATTON WEALTH ADVISORS reported RAUM up 46% ($671.1M -> $977.2M). IAPD ↗
$977.2M RAUM · 1 reps · 214-234-9900
Portfolio / reporting / TAMPCRMFinancial planning software
67
INTERNATIONAL ASSET MANAGEMENT reported RAUM up 63% ($106.0M -> $173.1M). IAPD ↗
$173.1M RAUM · 5 reps · 415-358-0138 · iamadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
J. SAFRA ASSET MANAGEMENT CORPORATION reported RAUM up 36% ($4.60B -> $6.26B). IAPD ↗
$6.26B RAUM · 13 reps · 212-704-5553
Portfolio / reporting / TAMPCRMFinancial planning software
67
CLIFFWATER LLC reported RAUM up 38% ($35.09B -> $48.51B). IAPD ↗
$48.51B RAUM · 105 reps · 310-448-5000 · bdcs.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. reported RAUM up 35% ($102.41B -> $138.69B). IAPD ↗
$138.69B RAUM · 3496 reps · 641-472-5100 · cambridgestronger.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
LARSON FINANCIAL GROUP, LLC reported RAUM up 36% ($4.03B -> $5.48B). IAPD ↗
$5.48B RAUM · 68 reps · 866.569.2450
Portfolio / reporting / TAMPCRMFinancial planning software
67
CYPRESS POINT WEALTH MANAGEMENT, LLC reported RAUM up 37% ($1.07B -> $1.47B). IAPD ↗
$1.47B RAUM · 4 reps · 214-736-8887 · cypresspointwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
MCALVANY WEALTH MANAGEMENT, LLC reported RAUM up 64% ($137.1M -> $224.2M). IAPD ↗
$224.2M RAUM · 5 reps · 866-211-8970 · mcalvany.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
ITAU USA ASSET MANAGEMENT reported RAUM up 39% ($6.65B -> $9.27B). IAPD ↗
$9.27B RAUM · 14 reps · 212-845-0600
Portfolio / reporting / TAMPCRMFinancial planning software
67
ALPHASTAR CAPITAL MANAGEMENT reported RAUM up 36% ($1.84B -> $2.50B). IAPD ↗
$2.50B RAUM · 130 reps · 855-340-2514 · alphastarcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CANTOR FITZGERALD INVESTMENT ADVISORS reported RAUM up 36% ($2.38B -> $3.24B). IAPD ↗
$3.24B RAUM · 7 reps · (212) 915-1722 · cantor.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
SILVERLAKE WEALTH MANAGEMENT LLC reported RAUM up 48% ($572.7M -> $849.1M). IAPD ↗
$849.1M RAUM · 11 reps · (802) 857-5083
Portfolio / reporting / TAMPCRMFinancial planning software
67
HOOD RIVER CAPITAL MANAGEMENT LLC reported RAUM up 38% ($6.86B -> $9.45B). IAPD ↗
$9.45B RAUM · 20 reps · 561-484-5699
Portfolio / reporting / TAMPCRMFinancial planning software
67
INFRASTRUCTURE CAPITAL ADVISORS, LLC reported RAUM up 38% ($2.64B -> $3.64B). IAPD ↗
$3.64B RAUM · 6 reps · 212-763-8335 · infracappffr.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
SOFI WEALTH LLC reported RAUM up 39% ($1.48B -> $2.05B). IAPD ↗
$2.05B RAUM · 15 reps · 855-525-7634
Portfolio / reporting / TAMPCRMFinancial planning software
67
FISCAL WISDOM WEALTH MANAGEMENT LLC reported RAUM up 49% ($259.8M -> $386.0M). IAPD ↗
$386.0M RAUM · 10 reps · 678-202-4066 · fiscalwisdom.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
ALLUVIAL CAPITAL MANAGEMENT, LLC reported RAUM up 64% ($105.2M -> $172.6M). IAPD ↗
$172.6M RAUM · 1 reps · 412-368-2321 · alluvialcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CRESTA ADVISORS reported RAUM up 47% ($533.1M -> $786.0M). IAPD ↗
$786.0M RAUM · 9 reps · 956-267-8130
Portfolio / reporting / TAMPCRMFinancial planning software
67
GOVERNMENT PORTFOLIO ADVISORS LLC reported RAUM up 35% ($25.90B -> $35.09B). IAPD ↗
$35.09B RAUM · 6 reps · 503-248-9973 · gpafixedincome.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
WEALTHCARE ADVISORY PARTNERS LLC reported RAUM up 38% ($6.02B -> $8.29B). IAPD ↗
$8.29B RAUM · 173 reps · 804.644.4711 · janetbarrcfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
INSPIRE INVESTING, LLC reported RAUM up 39% ($2.86B -> $3.96B). IAPD ↗
$3.96B RAUM · 4 reps · (877) 658-9473
Portfolio / reporting / TAMPCRMFinancial planning software
67
ABBINGTON INVESTMENT GROUP, LLC reported RAUM up 64% ($122.9M -> $202.1M). IAPD ↗
$202.1M RAUM · 3 reps · 207-433-5820 · abbingtongroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
1900 WEALTH reported RAUM up 35% ($2.27B -> $3.07B). IAPD ↗
$3.07B RAUM · 20 reps · 210-736-7770 · jeffersonbank.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
TRUE LINK FINANCIAL ADVISORS reported RAUM up 40% ($1.35B -> $1.89B). IAPD ↗
$1.89B RAUM · 5 reps · 855-435-5140
Portfolio / reporting / TAMPCRMFinancial planning software
67
WESTERN WEALTH MANAGEMENT LLC reported RAUM up 36% ($3.94B -> $5.36B). IAPD ↗
$5.36B RAUM · 95 reps · 3033932404 · durableadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
WADDELL & ASSOCIATES, LLC reported RAUM up 40% ($1.70B -> $2.38B). IAPD ↗
$2.38B RAUM · 9 reps · 901-767-9187 · vimeo.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
ONEASCENT FINANCIAL SERVICES LLC reported RAUM up 36% ($2.61B -> $3.54B). IAPD ↗
$3.54B RAUM · 74 reps · 205-313-9142 · loneoakfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
AZTLAN EQUITY MANAGEMENT, LLC reported RAUM up 46% ($582.9M -> $851.1M). IAPD ↗
$851.1M RAUM · 0 reps · 01-703-47-8020 · aztlanem.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BALLINA CAPITAL, LLC reported RAUM up 48% ($329.4M -> $486.3M). IAPD ↗
$486.3M RAUM · 2 reps · 424-835-2744
Portfolio / reporting / TAMPCRMFinancial planning software
67
INNOVIA WEALTH, LLC reported RAUM up 35% ($2.43B -> $3.29B). IAPD ↗
$3.29B RAUM · 17 reps · 616-719-5007
Portfolio / reporting / TAMPCRMFinancial planning software
67
BRINDLE & BAY FINANCIAL ADVISORS, LLC reported RAUM up 62% ($114.2M -> $184.8M). IAPD ↗
$184.8M RAUM · 3 reps · 214-988-9178 · brindleandbay.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
RETIREMITTEN FINANCIAL LLC reported RAUM up 63% ($130.9M -> $213.8M). IAPD ↗
$213.8M RAUM · 4 reps · 248-935-0470 · retiremitten.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
STOKES FAMILY OFFICE LLC reported RAUM up 35% ($2.48B -> $3.35B). IAPD ↗
$3.35B RAUM · 12 reps · (504) 399-4100 · stokesfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
BURKHOLDER WEALTH MANAGEMENT reported RAUM up 49% ($255.1M -> $379.9M). IAPD ↗
$379.9M RAUM · 6 reps · 918-727-7100
Portfolio / reporting / TAMPCRMFinancial planning software
67
ONYX BRIDGE WEALTH GROUP LLC reported RAUM up 37% ($1.00B -> $1.37B). IAPD ↗
$1.37B RAUM · 19 reps · (914) 909-6699 · onyxbridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CORNERSTONE PLANNING GROUP reported RAUM up 46% ($650.0M -> $951.8M). IAPD ↗
$951.8M RAUM · 16 reps · 973-487-3220 · cspgllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
DALTON INVESTMENTS, INC. reported RAUM up 39% ($4.11B -> $5.72B). IAPD ↗
$5.72B RAUM · 17 reps · 4242319100 · daltoninvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
STARK WEALTH MANAGEMENT LLC reported RAUM up 48% ($176.9M -> $262.5M). IAPD ↗
$262.5M RAUM · 4 reps · 610-419-9894 · starkfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
ALTURA WEALTH ADVISORS INC. reported RAUM up 48% ($169.0M -> $250.1M). IAPD ↗
$250.1M RAUM · 4 reps · 408-642-1322 · alturawealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
WMK INVESTMENT PARTNERS reported RAUM up 63% ($129.3M -> $211.0M). IAPD ↗
$211.0M RAUM · 4 reps · (818) 804-1508 · wmkinvestmentpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CARBON COLLECTIVE INVESTING, LLC reported RAUM up 50% ($232.6M -> $348.4M). IAPD ↗
$348.4M RAUM · 4 reps · 925-268-8041 · carboncollectivefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
THRIVE RETIREMENT SPECIALISTS reported RAUM up 45% ($209.5M -> $303.9M). IAPD ↗
$303.9M RAUM · 2 reps · (833) 217-9613 · thriveretire.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
WEATHERVANE ASSET MANAGEMENT LLC reported RAUM up 48% ($260.3M -> $384.1M). IAPD ↗
$384.1M RAUM · 2 reps · 516-305-9438
Portfolio / reporting / TAMPCRMFinancial planning software
67
CABIN ADVISORS, LLC reported RAUM up 65% ($133.6M -> $220.2M). IAPD ↗
$220.2M RAUM · 13 reps · 913-933-3351 · financialarchitects.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
HAMILTON CAPITAL PARTNERS, LLC reported RAUM up 47% ($301.2M -> $444.0M). IAPD ↗
$444.0M RAUM · 3 reps · 678-802-4974
Portfolio / reporting / TAMPCRMFinancial planning software
67
ELEVATION WEALTH MANAGEMENT reported RAUM up 48% ($175.4M -> $259.2M). IAPD ↗
$259.2M RAUM · 2 reps · 952-905-3042
Portfolio / reporting / TAMPCRMFinancial planning software
67
BELZBERG & CO. reported RAUM up 37% ($1.70B -> $2.33B). IAPD ↗
$2.33B RAUM · 14 reps · 212-390-9768
Portfolio / reporting / TAMPCRMFinancial planning software
67
PRIVATE WEALTH ASSET MANAGEMENT reported RAUM up 36% ($1.85B -> $2.52B). IAPD ↗
$2.52B RAUM · 22 reps · 402-227-4208
Portfolio / reporting / TAMPCRMFinancial planning software
67
ENTREWEALTH reported RAUM up 47% ($222.6M -> $326.3M). IAPD ↗
$326.3M RAUM · 10 reps · 512-240-2244
Portfolio / reporting / TAMPCRMFinancial planning software
67
SCRATCH CAPITAL reported RAUM up 63% ($141.2M -> $230.1M). IAPD ↗
$230.1M RAUM · 4 reps · 208-901-8018
Portfolio / reporting / TAMPCRMFinancial planning software
67
ALPHA ZERO LLC reported RAUM up 47% ($183.2M -> $269.8M). IAPD ↗
$269.8M RAUM · 8 reps · (561) 576-2599 · alphazerowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
FIDELIS CAPITAL reported RAUM up 38% ($1.66B -> $2.28B). IAPD ↗
$2.28B RAUM · 12 reps · 813-934-6246 · fideliscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
DECISIONMAP WEALTH MANAGEMENT, LLC reported RAUM up 50% ($242.5M -> $363.4M). IAPD ↗
$363.4M RAUM · 4 reps · (703) 520-1160
Portfolio / reporting / TAMPCRMFinancial planning software
67
7TWO reported RAUM up 62% ($142.3M -> $230.4M). IAPD ↗
$230.4M RAUM · 5 reps · (720) 477-7274 · 7two.co
Portfolio / reporting / TAMPCRMFinancial planning software
67
CARRERA CAPITAL ADVISORS reported RAUM up 50% ($647.7M -> $968.7M). IAPD ↗
$968.7M RAUM · 12 reps · 248-362-5009 · carrera-capital-advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
ARGENTARII, LLC reported RAUM up 47% ($293.8M -> $431.9M). IAPD ↗
$431.9M RAUM · 5 reps · 5134881600
Portfolio / reporting / TAMPCRMFinancial planning software
67
QUANTOR CAPITAL LLC reported RAUM up 61% ($109.3M -> $176.4M). IAPD ↗
$176.4M RAUM · 3 reps · 281-565-0355 · quantorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
67
CEDRUS WEALTH GROUP reported RAUM up 60% ($136.0M -> $217.8M). IAPD ↗
$217.8M RAUM · 4 reps · 763-400-3224 · cedruswealthgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LPL FINANCIAL LLC reported RAUM up 32% ($618.92B -> $819.12B). IAPD ↗
$819.12B RAUM · 36280 reps · 704-733-3300 · lplgovernmentrelations.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
NORTHERN TRUST SECURITIES, INC reported RAUM up 30% ($1.28B -> $1.66B). IAPD ↗
$1.66B RAUM · 41 reps · 312-630-6000 · northerntrust.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LPL ENTERPRISE, LLC reported RAUM up 32% ($18.86B -> $24.94B). IAPD ↗
$24.94B RAUM · 4492 reps · 704-733-3300 · lpl.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MARQUETTE ASSOCIATES, INC. reported RAUM up 32% ($35.57B -> $47.06B). IAPD ↗
$47.06B RAUM · 64 reps · 312-527-5500
Portfolio / reporting / TAMPCRMFinancial planning software
66
PARK AVENUE SECURITIES LLC reported RAUM up 31% ($15.00B -> $19.58B). IAPD ↗
$19.58B RAUM · 2054 reps · 1-888-600-4667 · vestwise.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DONALD SMITH & CO., INC. reported RAUM up 31% ($4.26B -> $5.60B). IAPD ↗
$5.60B RAUM · 6 reps · 212-284-0990 · donaldsmithandco.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ON INVESTMENT MANAGEMENT CO reported RAUM up 33% ($2.38B -> $3.15B). IAPD ↗
$3.15B RAUM · 196 reps · 855-262-0913 · joinonesco.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DRIEHAUS CAPITAL MANAGEMENT LLC reported RAUM up 32% ($19.76B -> $26.12B). IAPD ↗
$26.12B RAUM · 27 reps · 312-587-3800
Portfolio / reporting / TAMPCRMFinancial planning software
66
MEEDER ASSET MANAGEMENT, INC. reported RAUM up 34% ($2.48B -> $3.33B). IAPD ↗
$3.33B RAUM · 33 reps · 866-633-3371
Portfolio / reporting / TAMPCRMFinancial planning software
66
OAK RIDGE INVESTMENTS, LLC reported RAUM up 31% ($1.31B -> $1.70B). IAPD ↗
$1.70B RAUM · 11 reps · 312-857-1040
Portfolio / reporting / TAMPCRMFinancial planning software
66
EVERHART ADVISORS reported RAUM up 31% ($1.87B -> $2.46B). IAPD ↗
$2.46B RAUM · 28 reps · 614-717-9705
Portfolio / reporting / TAMPCRMFinancial planning software
66
FOSTER GROUP, INC. reported RAUM up 35% ($3.54B -> $4.78B). IAPD ↗
$4.78B RAUM · 45 reps · 515-226-9000
Portfolio / reporting / TAMPCRMFinancial planning software
66
INTELLICENTS INVESTMENT SOLUTIONS INC reported RAUM up 35% ($7.36B -> $9.92B). IAPD ↗
$9.92B RAUM · 48 reps · 507-377-2919
Portfolio / reporting / TAMPCRMFinancial planning software
66
SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported RAUM up 42% ($693.0M -> $982.2M). IAPD ↗
$982.2M RAUM · 2 reps · 303-893-1214
Portfolio / reporting / TAMPCRMFinancial planning software
66
MIO PARTNERS, INC. reported RAUM up 33% ($44.93B -> $59.59B). IAPD ↗
$59.59B RAUM · 66 reps · 212-203-4000 · miopartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
BLACKROCK INVESTMENT MANAGEMENT, LLC reported RAUM up 33% ($508.16B -> $676.69B). IAPD ↗
$676.69B RAUM · 444 reps · 609 282 2000 · blackrock.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LASALLE ST. INVESTMENT ADVISORS, L.L.C. reported RAUM up 32% ($4.35B -> $5.74B). IAPD ↗
$5.74B RAUM · 146 reps · 630-600-0500
Portfolio / reporting / TAMPCRMFinancial planning software
66
TANAKA CAPITAL MANAGEMENT INC reported RAUM up 56% ($44.4M -> $69.4M). IAPD ↗
$69.4M RAUM · 3 reps · 212-490-3380 · tanaka.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ALLWORTH FINANCIAL, L.P. reported RAUM up 34% ($25.10B -> $33.55B). IAPD ↗
$33.55B RAUM · 165 reps · 916-482-2196 · sheaffbrock.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LIBERTY FINANCIAL GROUP, INC. reported RAUM up 55% ($125.2M -> $194.3M). IAPD ↗
$194.3M RAUM · 1 reps · 262-785-1377
Portfolio / reporting / TAMPCRMFinancial planning software
66
ORLEANS CAPITAL MANAGEMENT CORP reported RAUM up 35% ($1.58B -> $2.13B). IAPD ↗
$2.13B RAUM · 6 reps · 504-592-4680 · orleanscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
STEPHENSON AND COMPANY, INC. reported RAUM up 43% ($311.8M -> $447.0M). IAPD ↗
$447.0M RAUM · 3 reps · 949-727-4255 · stephensonfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HARDMAN JOHNSTON GLOBAL ADVISORS LLC reported RAUM up 32% ($6.65B -> $8.77B). IAPD ↗
$8.77B RAUM · 14 reps · 203-324-4722 · hardmanjohnston.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ADVISORNET WEALTH PARTNERS reported RAUM up 35% ($2.34B -> $3.15B). IAPD ↗
$3.15B RAUM · 68 reps · 612-347-8600 · fsaadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
SEGAL MARCO ADVISORS reported RAUM up 34% ($37.52B -> $50.15B). IAPD ↗
$50.15B RAUM · 103 reps · 212-251-5900 · segalmarco.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
FINANCIAL PLAN, INC. reported RAUM up 30% ($1.23B -> $1.60B). IAPD ↗
$1.60B RAUM · 11 reps · 360-714-1234
Portfolio / reporting / TAMPCRMFinancial planning software
66
VERATIS ADVISORS, INC. reported RAUM up 34% ($4.48B -> $5.99B). IAPD ↗
$5.99B RAUM · 4 reps · 919-460-8875 · veratisadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ORION CAPITAL MANAGEMENT LLC reported RAUM up 45% ($256.7M -> $370.9M). IAPD ↗
$370.9M RAUM · 4 reps · (619) 319-0520 · sierra-ws.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WILLIS JOHNSON & ASSOCIATES, INC. reported RAUM up 30% ($1.42B -> $1.85B). IAPD ↗
$1.85B RAUM · 21 reps · 713-439-1200
Portfolio / reporting / TAMPCRMFinancial planning software
66
PRIVATE CLIENT SERVICES, LLC reported RAUM up 32% ($1.05B -> $1.38B). IAPD ↗
$1.38B RAUM · 50 reps · 502-451-0600
Portfolio / reporting / TAMPCRMFinancial planning software
66
TANGLEWOOD LEGACY ADVISORS, LLC reported RAUM up 44% ($562.1M -> $809.0M). IAPD ↗
$809.0M RAUM · 4 reps · 713-599-4999 · family-cfo.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GWN SECURITIES INC. reported RAUM up 30% ($3.65B -> $4.75B). IAPD ↗
$4.75B RAUM · 448 reps · 561-472-2700
Portfolio / reporting / TAMPCRMFinancial planning software
66
NORRIS FINANCIAL GROUP, LLC reported RAUM up 40% ($251.6M -> $353.0M). IAPD ↗
$353.0M RAUM · 3 reps · 864-235-6408 · norrisfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HURLEY CAPITAL, LLC reported RAUM up 42% ($229.4M -> $326.1M). IAPD ↗
$326.1M RAUM · 2 reps · 212-605-0665 · hurleycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
BAKERAVENUE reported RAUM up 35% ($3.77B -> $5.09B). IAPD ↗
$5.09B RAUM · 29 reps · 415-986-1110 · bakerave.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
WATERLOO CAPITAL reported RAUM up 34% ($1.69B -> $2.26B). IAPD ↗
$2.26B RAUM · 44 reps · 512-777-5900 · elementconsultants.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LOCUST WOOD CAPITAL ADVISERS, LLC reported RAUM up 32% ($3.34B -> $4.40B). IAPD ↗
$4.40B RAUM · 5 reps · 212-354-5404 · locustwood.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
TRIPPON WEALTH MANAGEMENT GROUP LLC reported RAUM up 42% ($185.2M -> $262.3M). IAPD ↗
$262.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LEVIN CAPITAL STRATEGIES, L.P. reported RAUM up 33% ($1.25B -> $1.66B). IAPD ↗
$1.66B RAUM · 9 reps · 212-259-0800
Portfolio / reporting / TAMPCRMFinancial planning software
66
ROCKWOOD WEALTH MANAGEMENT, LLC reported RAUM up 31% ($2.19B -> $2.87B). IAPD ↗
$2.87B RAUM · 47 reps · 267-983-6400
Portfolio / reporting / TAMPCRMFinancial planning software
66
ORTELIUS CAPITAL PARTNERS reported RAUM up 59% ($90.5M -> $143.8M). IAPD ↗
$143.8M RAUM · 1 reps · 917-595-5010 · orteliusinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
TRAYNOR CAPITAL MANAGEMENT reported RAUM up 31% ($1.85B -> $2.42B). IAPD ↗
$2.42B RAUM · 6 reps · 610-993-9050 · traynorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CAMBRIA INVESTMENT MANAGEMENT, L.P. reported RAUM up 34% ($2.68B -> $3.58B). IAPD ↗
$3.58B RAUM · 4 reps · 310-683-5500
Portfolio / reporting / TAMPCRMFinancial planning software
66
FRONT STREET CAPITAL MANAGEMENT, INC. reported RAUM up 40% ($614.0M -> $862.0M). IAPD ↗
$862.0M RAUM · 4 reps · 406.541.0130 · frontstreetcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CALAMOS WEALTH MANAGEMENT LLC reported RAUM up 34% ($4.09B -> $5.48B). IAPD ↗
$5.48B RAUM · 39 reps · 630.245.7200
Portfolio / reporting / TAMPCRMFinancial planning software
66
JAFFE TILCHIN INVESTMENT PARTNERS, LLC reported RAUM up 33% ($1.84B -> $2.45B). IAPD ↗
$2.45B RAUM · 36 reps · 813-963-2500 · jaffetilchin.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
BLACK DIAMOND FINANCIAL, LLC reported RAUM up 31% ($1.04B -> $1.37B). IAPD ↗
$1.37B RAUM · 13 reps · 443-841-7772 · blackdfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
PORTFOLIO MEDICS, LLC reported RAUM up 41% ($552.7M -> $780.5M). IAPD ↗
$780.5M RAUM · 75 reps · (239) 444-1766 · portfoliomedics.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
KINGSVIEW WEALTH MANAGEMENT, LLC reported RAUM up 33% ($6.75B -> $8.96B). IAPD ↗
$8.96B RAUM · 95 reps · 312-870-6701 · kingsview.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CERITY PARTNERS LLC reported RAUM up 32% ($122.85B -> $161.68B). IAPD ↗
$161.68B RAUM · 1102 reps · 212-850-4260
Portfolio / reporting / TAMPCRMFinancial planning software
66
BANKPLUS WEALTH ADVISORS reported RAUM up 42% ($186.1M -> $263.8M). IAPD ↗
$263.8M RAUM · 14 reps · 601-607-4290 · bankplus.net
Portfolio / reporting / TAMPCRMFinancial planning software
66
HALYARD ASSET MANAGEMENT LLC reported RAUM up 32% ($1.54B -> $2.03B). IAPD ↗
$2.03B RAUM · 3 reps · 914-437-5600 · halyardmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
KESTRA PRIVATE WEALTH SERVICES, LLC reported RAUM up 32% ($10.21B -> $13.45B). IAPD ↗
$13.45B RAUM · 211 reps · 844-553-7872
Portfolio / reporting / TAMPCRMFinancial planning software
66
NEW HARBOR FINANCIAL GROUP, LLC reported RAUM up 42% ($576.9M -> $820.9M). IAPD ↗
$820.9M RAUM · 6 reps · 978-537-7701 · newharborfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CAPITAL INVESTMENT ADVISORS, LLC reported RAUM up 30% ($6.30B -> $8.21B). IAPD ↗
$8.21B RAUM · 55 reps · 404-531-0018
Portfolio / reporting / TAMPCRMFinancial planning software
66
TRAJAN WEALTH, L.L.C. reported RAUM up 32% ($1.97B -> $2.60B). IAPD ↗
$2.60B RAUM · 46 reps · 480-990-3300
Portfolio / reporting / TAMPCRMFinancial planning software
66
HARVEST INVESTMENT SERVICES, LLC reported RAUM up 42% ($534.2M -> $758.4M). IAPD ↗
$758.4M RAUM · 28 reps · (630) 613-9230
Portfolio / reporting / TAMPCRMFinancial planning software
66
THREE BELL CAPITAL LLC reported RAUM up 32% ($3.81B -> $5.05B). IAPD ↗
$5.05B RAUM · 14 reps · 650-843-9836
Portfolio / reporting / TAMPCRMFinancial planning software
66
NEW HOLLAND CAPITAL, LLC reported RAUM up 33% ($17.49B -> $23.32B). IAPD ↗
$23.32B RAUM · 17 reps · 212-600-9200
Portfolio / reporting / TAMPCRMFinancial planning software
66
OAK GROVE CAPITAL, LLC reported RAUM up 41% ($616.2M -> $871.0M). IAPD ↗
$871.0M RAUM · 2 reps · 412-515-8899
Portfolio / reporting / TAMPCRMFinancial planning software
66
ELMWOOD WEALTH MANAGEMENT reported RAUM up 44% ($332.6M -> $477.9M). IAPD ↗
$477.9M RAUM · 4 reps · 510-858-2722 · plus.google.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
VEST FINANCIAL LLC reported RAUM up 32% ($39.30B -> $51.81B). IAPD ↗
$51.81B RAUM · 12 reps · 855-979-6060
Portfolio / reporting / TAMPCRMFinancial planning software
66
HEALTHEQUITY ADVISORS reported RAUM up 32% ($1.51B -> $1.99B). IAPD ↗
$1.99B RAUM · 1 reps · 801-508-3248 · healthequityadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CANTER WEALTH reported RAUM up 40% ($275.8M -> $386.5M). IAPD ↗
$386.5M RAUM · 7 reps · 858-812-7550
Portfolio / reporting / TAMPCRMFinancial planning software
66
STERLING RETIREMENT GROUP OF SACRAMENTO reported RAUM up 43% ($177.0M -> $253.0M). IAPD ↗
$253.0M RAUM · 4 reps · 916-724-1702
Portfolio / reporting / TAMPCRMFinancial planning software
66
SHUSTER ADVISORY GROUP, LLC reported RAUM up 30% ($7.91B -> $10.32B). IAPD ↗
$10.32B RAUM · 10 reps · (626) 578-0816 · sfgrpc.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ONE DEGREE ADVISORS, INC. reported RAUM up 43% ($341.6M -> $489.0M). IAPD ↗
$489.0M RAUM · 6 reps · 619-282-3288 · mattcalcagno.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
TWELVE POINTS WEALTH MANAGEMENT reported RAUM up 32% ($1.70B -> $2.24B). IAPD ↗
$2.24B RAUM · 13 reps · 978-318-9500
Portfolio / reporting / TAMPCRMFinancial planning software
66
DESTINY WEALTH PARTNERS, LLC reported RAUM up 33% ($1.13B -> $1.50B). IAPD ↗
$1.50B RAUM · 11 reps · 352.343.2700
Portfolio / reporting / TAMPCRMFinancial planning software
66
PROFICIO CAPITAL PARTNERS LLC reported RAUM up 32% ($3.98B -> $5.27B). IAPD ↗
$5.27B RAUM · 11 reps · 617-340-8425 · proficiocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GORDIAN WEALTH ADVISORS, LLC reported RAUM up 40% ($348.1M -> $488.7M). IAPD ↗
$488.7M RAUM · 5 reps · 833-467-3426 · gordianwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
AE WEALTH MANAGEMENT, LLC reported RAUM up 33% ($37.53B -> $49.84B). IAPD ↗
$49.84B RAUM · 448 reps · 866-363-9595
Portfolio / reporting / TAMPCRMFinancial planning software
66
CONTINUUM ADVISORY, LLC reported RAUM up 35% ($1.42B -> $1.91B). IAPD ↗
$1.91B RAUM · 32 reps · 2084171933 · clarkstreetfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
KESTRA ADVISORY SERVICES, LLC reported RAUM up 33% ($60.17B -> $79.80B). IAPD ↗
$79.80B RAUM · 1359 reps · 8445537872
Portfolio / reporting / TAMPCRMFinancial planning software
66
SAGESPRING WEALTH PARTNERS reported RAUM up 31% ($6.49B -> $8.49B). IAPD ↗
$8.49B RAUM · 100 reps · 615-861-6100
Portfolio / reporting / TAMPCRMFinancial planning software
66
PERENNIAL FINANCIAL SERVICES reported RAUM up 32% ($1.90B -> $2.50B). IAPD ↗
$2.50B RAUM · 39 reps · 310-445-2504
Portfolio / reporting / TAMPCRMFinancial planning software
66
55IP reported RAUM up 32% ($27.92B -> $36.74B). IAPD ↗
$36.74B RAUM · 85 reps · 617-960-9559 · 55-ip.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ALLARIA ASSET MANAGEMENT, LLC reported RAUM up 56% ($115.1M -> $179.6M). IAPD ↗
$179.6M RAUM · 4 reps · 786-686-5400 · allariasecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
AVESTAR CAPITAL, LLC reported RAUM up 35% ($1.53B -> $2.07B). IAPD ↗
$2.07B RAUM · 6 reps · 212-706-4140 · avestarcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
KANANI ADVISORY GROUP INC. reported RAUM up 43% ($201.5M -> $288.2M). IAPD ↗
$288.2M RAUM · 4 reps · (949) 502-7001
Portfolio / reporting / TAMPCRMFinancial planning software
66
CROSS BORDER WEALTH, LLC reported RAUM up 60% ($138.8M -> $221.9M). IAPD ↗
$221.9M RAUM · 6 reps · 646-688-5333
Portfolio / reporting / TAMPCRMFinancial planning software
66
FLORIDA FINANCIAL ADVISORS, LLC reported RAUM up 44% ($317.8M -> $456.1M). IAPD ↗
$456.1M RAUM · 667 reps · (813) 333-1683
Portfolio / reporting / TAMPCRMFinancial planning software
66
TERAMO ADVISORS, LLC reported RAUM up 41% ($244.4M -> $344.7M). IAPD ↗
$344.7M RAUM · 2 reps · 239-734-3625
Portfolio / reporting / TAMPCRMFinancial planning software
66
INSCRIPTION CAPITAL, LLC reported RAUM up 32% ($1.56B -> $2.05B). IAPD ↗
$2.05B RAUM · 14 reps · 713-673-8999
Portfolio / reporting / TAMPCRMFinancial planning software
66
SOUDERS FINANCIAL ADVISORS, LLC reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗
$1.41B RAUM · 14 reps · 513-598-2400
Portfolio / reporting / TAMPCRMFinancial planning software
66
ARCH GLOBAL ADVISORS, LLC reported RAUM up 60% ($144.8M -> $230.9M). IAPD ↗
$230.9M RAUM · 10 reps · (212) 991-8807 · archglobaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
RESONANT CAPITAL ADVISORS, LLC reported RAUM up 33% ($2.22B -> $2.96B). IAPD ↗
$2.96B RAUM · 14 reps · (608)-733-6220
Portfolio / reporting / TAMPCRMFinancial planning software
66
B.A. SCHROCK WEALTH MANAGEMENT reported RAUM up 40% ($200.8M -> $281.6M). IAPD ↗
$281.6M RAUM · 5 reps · 330-473-1060
Portfolio / reporting / TAMPCRMFinancial planning software
66
GUARDIAN WEALTH ADVISORS, LLC reported RAUM up 34% ($2.05B -> $2.74B). IAPD ↗
$2.74B RAUM · 30 reps · 919-249-1810 · valleypeakfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
MARINER INDEPENDENT reported RAUM up 31% ($5.62B -> $7.34B). IAPD ↗
$7.34B RAUM · 106 reps · 913-904-5700
Portfolio / reporting / TAMPCRMFinancial planning software
66
BT FAMILY OFFICE, LLC reported RAUM up 32% ($3.03B -> $4.00B). IAPD ↗
$4.00B RAUM · 7 reps · 404-341-5800
Portfolio / reporting / TAMPCRMFinancial planning software
66
CREEKMUR ASSET MANAGEMENT, LLC reported RAUM up 42% ($561.8M -> $800.0M). IAPD ↗
$800.0M RAUM · 15 reps · 309-925-2043
Portfolio / reporting / TAMPCRMFinancial planning software
66
FBD ASSET MGMT reported RAUM up 58% ($48.5M -> $76.8M). IAPD ↗
$76.8M RAUM · 1 reps · 866-404-0089 · fbdasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
HUB INVESTMENT PARTNERS, LLC reported RAUM up 32% ($8.98B -> $11.88B). IAPD ↗
$11.88B RAUM · 103 reps · 512-600-5390 · fullsuitewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
INFLECTION FINANCIAL reported RAUM up 44% ($342.0M -> $491.4M). IAPD ↗
$491.4M RAUM · 2 reps · 210-200-8878 · inflectionfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
FORTIS CAPITAL ADVISORS, LLC reported RAUM up 33% ($1.21B -> $1.62B). IAPD ↗
$1.62B RAUM · 57 reps · (913) 222-8862 · fortiscapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. reported RAUM up 56% ($155.8M -> $242.7M). IAPD ↗
$242.7M RAUM · 5 reps · 702-650-4480 · cassadywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DIAMOND CLIENT GROUP, LLC reported RAUM up 58% ($117.3M -> $185.8M). IAPD ↗
$185.8M RAUM · 11 reps · 832-319-1555
Portfolio / reporting / TAMPCRMFinancial planning software
66
TRUE BLUE FINANCIAL, LLC reported RAUM up 40% ($193.7M -> $271.5M). IAPD ↗
$271.5M RAUM · 4 reps · (269) 982-2710
Portfolio / reporting / TAMPCRMFinancial planning software
66
CYPRESS CAPITAL WEALTH MANAGEMENT LLC reported RAUM up 41% ($234.6M -> $330.2M). IAPD ↗
$330.2M RAUM · 2 reps · (734) 228-0460
Portfolio / reporting / TAMPCRMFinancial planning software
66
WHEELHOUSE ADVISORY GROUP, LLC reported RAUM up 43% ($271.6M -> $388.1M). IAPD ↗
$388.1M RAUM · 8 reps · 636-400-7889 · wheelhouseretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
LANDING POINT FINANCIAL GROUP reported RAUM up 45% ($263.5M -> $381.3M). IAPD ↗
$381.3M RAUM · 7 reps · 440-365-9100
Portfolio / reporting / TAMPCRMFinancial planning software
66
PRINCETON VALUE PARTNERS LLC reported RAUM up 57% ($36.6M -> $57.4M). IAPD ↗
$57.4M RAUM · 1 reps · 6095716687 · princetonvp.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
ENVISION FINANCIAL LLC reported RAUM up 40% ($252.0M -> $352.9M). IAPD ↗
$352.9M RAUM · 4 reps · 262-354-7155 · envisionfinancial-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
NEU WEALTH GROUP reported RAUM up 42% ($205.5M -> $291.8M). IAPD ↗
$291.8M RAUM · 1 reps · 516-695-2844 · neuwealthgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
VALENCE8 reported RAUM up 34% ($1.40B -> $1.88B). IAPD ↗
$1.88B RAUM · 6 reps · 508-281-9208
Portfolio / reporting / TAMPCRMFinancial planning software
66
INVERSIONES SURA reported RAUM up 55% ($103.0M -> $160.2M). IAPD ↗
$160.2M RAUM · 1 reps · 305 448-0014 · inversionessura.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
GALAPAGOS ADVISORY LLC reported RAUM up 44% ($274.9M -> $395.7M). IAPD ↗
$395.7M RAUM · 6 reps · 3055155878 · galapagoscapital.us
Portfolio / reporting / TAMPCRMFinancial planning software
66
VIABLE reported RAUM up 59% ($135.1M -> $214.2M). IAPD ↗
$214.2M RAUM · 3 reps · 888-842-2295 · viableplans.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
IDB LIDO WEALTH, LLC reported RAUM up 42% ($338.0M -> $478.4M). IAPD ↗
$478.4M RAUM · 9 reps · 646-839-9793 · idblidowealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
AVID WEALTH PARTNERS, LLC reported RAUM up 45% ($206.1M -> $298.5M). IAPD ↗
$298.5M RAUM · 4 reps · (210) 864-3333 · avidwp.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
UNITED ADVISOR GROUP reported RAUM up 31% ($1.09B -> $1.43B). IAPD ↗
$1.43B RAUM · 51 reps · 888-242-4912 · orcuttfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CONTRARY LEGACY LLC reported RAUM up 58% ($88.6M -> $139.7M). IAPD ↗
$139.7M RAUM · 2 reps · 862-354-0870
Portfolio / reporting / TAMPCRMFinancial planning software
66
PELTOMA CAPITAL PARTNERS reported RAUM up 55% ($108.8M -> $168.9M). IAPD ↗
$168.9M RAUM · 2 reps · 937-416-5966
Portfolio / reporting / TAMPCRMFinancial planning software
66
NDURE GLOBAL LLC reported RAUM up 43% ($305.6M -> $436.7M). IAPD ↗
$436.7M RAUM · 1 reps · 917-536-7703
Portfolio / reporting / TAMPCRMFinancial planning software
66
AZURA PARTNERS US LLC reported RAUM up 55% ($46.0M -> $71.3M). IAPD ↗
$71.3M RAUM · 6 reps · 347-249-2369 · azura.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DEMETER TACTICAL INVESTMENTS CORP. reported RAUM up 43% ($185.0M -> $265.3M). IAPD ↗
$265.3M RAUM · 3 reps · 2125184444 · demetertacticalinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
DIVERSIFIED, LLC reported RAUM up 34% ($2.08B -> $2.79B). IAPD ↗
$2.79B RAUM · 34 reps · 302-765-3500
Portfolio / reporting / TAMPCRMFinancial planning software
66
LEGACY CAPITAL reported RAUM up 41% ($193.9M -> $273.4M). IAPD ↗
$273.4M RAUM · 3 reps · (281) 595-1990 · lead-a-legacy.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CEDARWOOD WEALTH reported RAUM up 58% ($135.5M -> $213.4M). IAPD ↗
$213.4M RAUM · 3 reps · 303-351-6245 · cedarwoodwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
QUESTMONT VIRTUAL FAMILY OFFICE, LLC reported RAUM up 40% ($310.5M -> $435.6M). IAPD ↗
$435.6M RAUM · 4 reps · 813-212-1701 · questmont.com
Portfolio / reporting / TAMPCRMFinancial planning software
66
CIO CAPITAL GROUP LLC reported RAUM up 56% ($25.7M -> $40.1M). IAPD ↗
$40.1M RAUM · 2 reps · 212-516-4000
Portfolio / reporting / TAMPCRMFinancial planning software
65
MML INVESTORS SERVICES, LLC reported RAUM up 28% ($90.02B -> $115.64B). IAPD ↗
$115.64B RAUM · 4961 reps · (413) 226-0000
Portfolio / reporting / TAMPCRMFinancial planning software
65
WELLS FARGO ADVISORS reported RAUM up 28% ($197.36B -> $252.25B). IAPD ↗
$252.25B RAUM · 2366 reps · 314-875-3000 · firstclearing.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HARBOUR INVESTMENTS, INC. reported RAUM up 27% ($7.57B -> $9.60B). IAPD ↗
$9.60B RAUM · 213 reps · 608-662-6100
Portfolio / reporting / TAMPCRMFinancial planning software
65
FIRST CITIZENS INVESTOR SERVICES, INC. reported RAUM up 25% ($2.10B -> $2.63B). IAPD ↗
$2.63B RAUM · 164 reps · 800-229-0205 · firstcitizens.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HANTZ FINANCIAL SERVICES, INC. reported RAUM up 28% ($7.82B -> $10.00B). IAPD ↗
$10.00B RAUM · 333 reps · 248-304-2855 · hantzgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATEGIC ADVISERS LLC reported RAUM up 28% ($1067.66B -> $1370.13B). IAPD ↗
$1370.13B RAUM · 17112 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
65
WCM INVESTMENT MANAGEMENT reported RAUM up 30% ($74.69B -> $96.77B). IAPD ↗
$96.77B RAUM · 44 reps · 949-380-0200
Portfolio / reporting / TAMPCRMFinancial planning software
65
PAUL COMSTOCK PARTNERS reported RAUM up 25% ($2.24B -> $2.80B). IAPD ↗
$2.80B RAUM · 10 reps · 713-977-2694 · paulcomstockpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
OBERWEIS ASSET MANAGEMENT INC reported RAUM up 28% ($3.94B -> $5.06B). IAPD ↗
$5.06B RAUM · 17 reps · 630-577-2300 · oberweis.net
Portfolio / reporting / TAMPCRMFinancial planning software
65
WELLINGTON CONSULTING SERVICES INC reported RAUM up 29% ($1.31B -> $1.69B). IAPD ↗
$1.69B RAUM · 9 reps · 877-836-1993 · wellington401k.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
F L PUTNAM INVESTMENT MANAGEMENT CO. reported RAUM up 26% ($7.70B -> $9.72B). IAPD ↗
$9.72B RAUM · 90 reps · 800-344-3435 · flputnam.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
REINHART PARTNERS, LLC reported RAUM up 29% ($1.91B -> $2.47B). IAPD ↗
$2.47B RAUM · 6 reps · 262-241-2020 · reinhartpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PRIME BUCHHOLZ LLC reported RAUM up 29% ($10.89B -> $14.07B). IAPD ↗
$14.07B RAUM · 69 reps · 603-433-1143 · primebuchholz.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CITIZENS PRIVATE WEALTH reported RAUM up 28% ($12.18B -> $15.54B). IAPD ↗
$15.54B RAUM · 204 reps · 914-846-0100 · citizensbank.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FRED ALGER MANAGEMENT, LLC reported RAUM up 27% ($20.64B -> $26.14B). IAPD ↗
$26.14B RAUM · 40 reps · 212-806-8800
Portfolio / reporting / TAMPCRMFinancial planning software
65
NATIXIS ADVISORS, LLC reported RAUM up 27% ($85.23B -> $108.65B). IAPD ↗
$108.65B RAUM · 48 reps · 617-449-2802
Portfolio / reporting / TAMPCRMFinancial planning software
65
PZENA INVESTMENT MANAGEMENT LLC reported RAUM up 28% ($63.69B -> $81.44B). IAPD ↗
$81.44B RAUM · 55 reps · 212-355-1600
Portfolio / reporting / TAMPCRMFinancial planning software
65
PPM AMERICA INC reported RAUM up 26% ($74.48B -> $93.79B). IAPD ↗
$93.79B RAUM · 117 reps · 312-634-2500
Portfolio / reporting / TAMPCRMFinancial planning software
65
EAGLE GLOBAL ADVISORS LLC reported RAUM up 26% ($2.46B -> $3.10B). IAPD ↗
$3.10B RAUM · 11 reps · 713-952-3550
Portfolio / reporting / TAMPCRMFinancial planning software
65
EMERALD ADVISERS, LLC reported RAUM up 26% ($2.62B -> $3.30B). IAPD ↗
$3.30B RAUM · 17 reps · 717-396-1116 · teamemerald.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GOLDMAN SACHS ASSET MANAGEMENT, L.P. reported RAUM up 28% ($2064.74B -> $2648.90B). IAPD ↗
$2648.90B RAUM · 1379 reps · 212-902-1000 · petershillpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
KLCM ADVISORS, INC. reported RAUM up 28% ($1.46B -> $1.88B). IAPD ↗
$1.88B RAUM · 5 reps · 414-765-1234
Portfolio / reporting / TAMPCRMFinancial planning software
65
FAIRHOLME CAPITAL MANAGEMENT, L.L.C. reported RAUM up 29% ($1.65B -> $2.14B). IAPD ↗
$2.14B RAUM · 2 reps · 3053583000 · clients.fairholme.net
Portfolio / reporting / TAMPCRMFinancial planning software
65
BLACKROCK CAPITAL MANAGEMENT, INC. reported RAUM up 28% ($134.71B -> $172.62B). IAPD ↗
$172.62B RAUM · 75 reps · 302 797 2000 · ishares.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ADVISORY RESEARCH INC reported RAUM up 37% ($721.5M -> $991.3M). IAPD ↗
$991.3M RAUM · 8 reps · 312-565-1414 · advisoryresearch.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BRIGHTON JONES LLC reported RAUM up 26% ($14.99B -> $18.88B). IAPD ↗
$18.88B RAUM · 156 reps · 206-258-5000
Portfolio / reporting / TAMPCRMFinancial planning software
65
BEESE FULMER PRIVATE WEALTH MANAGEMENT reported RAUM up 30% ($1.58B -> $2.06B). IAPD ↗
$2.06B RAUM · 7 reps · 330-454-6555 · beesefulmer.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
J.P. MORGAN PRIVATE INVESTMENTS INC. reported RAUM up 25% ($375.63B -> $469.98B). IAPD ↗
$469.98B RAUM · 96 reps · 212-464-2070 · jpmorgan.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
EAGLE STRATEGIES LLC reported RAUM up 26% ($25.40B -> $32.04B). IAPD ↗
$32.04B RAUM · 2463 reps · (888) 695-3245 · eaglestrategies.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ACR ALPINE CAPITAL RESEARCH, LLC reported RAUM up 27% ($8.51B -> $10.79B). IAPD ↗
$10.79B RAUM · 11 reps · 314-932-7600
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEALTHCARE CAPITAL MANAGEMENT LLC reported RAUM up 30% ($3.03B -> $3.93B). IAPD ↗
$3.93B RAUM · 35 reps · 804-644-4711
Portfolio / reporting / TAMPCRMFinancial planning software
65
EP WEALTH ADVISORS reported RAUM up 27% ($35.57B -> $45.15B). IAPD ↗
$45.15B RAUM · 320 reps · 310-543-4559
Portfolio / reporting / TAMPCRMFinancial planning software
65
SS&H FINANCIAL ADVISORS, INC. reported RAUM up 39% ($347.3M -> $482.2M). IAPD ↗
$482.2M RAUM · 2 reps · 248-538-9755 · sshadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ADVISORS CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($9.47B -> $12.20B). IAPD ↗
$12.20B RAUM · 57 reps · 201-447-3400 · bridgeviewwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CULLEN CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($9.09B -> $11.58B). IAPD ↗
$11.58B RAUM · 17 reps · 212-644-1800 · cullenfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PACIFIC ASSET MANAGEMENT, LLC reported RAUM up 38% ($279.4M -> $384.8M). IAPD ↗
$384.8M RAUM · 5 reps · 253-649-4600 · pacificasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MADRONA FINANCIAL & CPAS reported RAUM up 37% ($505.7M -> $691.8M). IAPD ↗
$691.8M RAUM · 12 reps · 425-212-3777
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported RAUM up 29% ($94.63B -> $122.19B). IAPD ↗
$122.19B RAUM · 850 reps · 763-417-1700 · wealthenhancement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WHITNEY & COMPANY reported RAUM up 30% ($1.15B -> $1.49B). IAPD ↗
$1.49B RAUM · 8 reps · 585-232-6200
Portfolio / reporting / TAMPCRMFinancial planning software
65
SCOTT MARSH FINANCIAL, LLC reported RAUM up 36% ($230.0M -> $313.0M). IAPD ↗
$313.0M RAUM · 2 reps · 801-272-4677
Portfolio / reporting / TAMPCRMFinancial planning software
65
J.DEREK LEWIS & ASSOCIATES, INC. reported RAUM up 28% ($1.78B -> $2.28B). IAPD ↗
$2.28B RAUM · 10 reps · 949-752-9096
Portfolio / reporting / TAMPCRMFinancial planning software
65
INDEPENDENT FINANCIAL PARTNERS reported RAUM up 30% ($12.54B -> $16.29B). IAPD ↗
$16.29B RAUM · 302 reps · 813-341-0960 · tampafinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PRIVATE CAPITAL ADVISORS, INC. reported RAUM up 27% ($1.01B -> $1.28B). IAPD ↗
$1.28B RAUM · 2 reps · 347-960-4520 · privatecapitaladv.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ANDERSON FINANCIAL PARTNERS, INC. reported RAUM up 29% ($1.18B -> $1.52B). IAPD ↗
$1.52B RAUM · 2 reps · 9042808995 · andersonfinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. reported RAUM up 27% ($1.31B -> $1.66B). IAPD ↗
$1.66B RAUM · 6 reps · 973-575-3444
Portfolio / reporting / TAMPCRMFinancial planning software
65
PERIGON WEALTH MANAGEMENT, LLC reported RAUM up 30% ($8.71B -> $11.29B). IAPD ↗
$11.29B RAUM · 92 reps · (877) 977-2555
Portfolio / reporting / TAMPCRMFinancial planning software
65
SIMON QUICK ADVISORS, LLC reported RAUM up 27% ($7.07B -> $9.01B). IAPD ↗
$9.01B RAUM · 77 reps · 973-525-1000
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEALTHCROSSING reported RAUM up 28% ($1.20B -> $1.54B). IAPD ↗
$1.54B RAUM · 13 reps · 804-237-1700
Portfolio / reporting / TAMPCRMFinancial planning software
65
FIAM LLC reported RAUM up 28% ($270.66B -> $347.73B). IAPD ↗
$347.73B RAUM · 139 reps · 617-563-7000 · fidelity.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MARINER reported RAUM up 27% ($98.60B -> $125.41B). IAPD ↗
$125.41B RAUM · 933 reps · 913-904-5700 · partnerwithmariner.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GREENWICH WEALTH MANAGEMENT, LLC reported RAUM up 30% ($2.71B -> $3.52B). IAPD ↗
$3.52B RAUM · 11 reps · 203-618-0100 · greenwichwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BELPOINTE ASSET MANAGEMENT LLC reported RAUM up 26% ($6.01B -> $7.58B). IAPD ↗
$7.58B RAUM · 151 reps · 2036293300 · belpointe.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
VERIS WEALTH PARTNERS, LLC reported RAUM up 26% ($2.26B -> $2.86B). IAPD ↗
$2.86B RAUM · 12 reps · (415) 814-0580
Portfolio / reporting / TAMPCRMFinancial planning software
65
LIFEPLAN GROUP reported RAUM up 37% ($238.6M -> $326.0M). IAPD ↗
$326.0M RAUM · 5 reps · 919-858-6119 · lifeplangroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
AWM FINANCIAL SERVICES INC. reported RAUM up 37% ($233.7M -> $320.6M). IAPD ↗
$320.6M RAUM · 7 reps · 281-444-7555
Portfolio / reporting / TAMPCRMFinancial planning software
65
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC reported RAUM up 25% ($1.23B -> $1.54B). IAPD ↗
$1.54B RAUM · 26 reps · 716-568-8566 · iswealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MCILRATH & ECK, LLC reported RAUM up 29% ($1.06B -> $1.36B). IAPD ↗
$1.36B RAUM · 8 reps · (360) 657-8600
Portfolio / reporting / TAMPCRMFinancial planning software
65
LJI WEALTH MANAGEMENT, LLC reported RAUM up 28% ($1.07B -> $1.37B). IAPD ↗
$1.37B RAUM · 13 reps · 317-466-9702 · ljiwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FREESTONE CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($11.49B -> $14.54B). IAPD ↗
$14.54B RAUM · 46 reps · 206-707-7300
Portfolio / reporting / TAMPCRMFinancial planning software
65
CHICAGO PARTNERS INVESTMENT GROUP LLC reported RAUM up 25% ($5.96B -> $7.47B). IAPD ↗
$7.47B RAUM · 38 reps · 312 284 6363
Portfolio / reporting / TAMPCRMFinancial planning software
65
GEOWEALTH MANAGEMENT LLC reported RAUM up 29% ($13.61B -> $17.57B). IAPD ↗
$17.57B RAUM · 20 reps · (312) 219-9160
Portfolio / reporting / TAMPCRMFinancial planning software
65
AVIOR WEALTH MANAGEMENT, LLC reported RAUM up 27% ($5.08B -> $6.46B). IAPD ↗
$6.46B RAUM · 125 reps · 402-218-4064
Portfolio / reporting / TAMPCRMFinancial planning software
65
VIMA, LLC reported RAUM up 53% ($150.2M -> $229.5M). IAPD ↗
$229.5M RAUM · 12 reps · 248-526-6700 · vimawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
MERIDIAN WEALTH MANAGEMENT, LLC reported RAUM up 28% ($3.89B -> $4.98B). IAPD ↗
$4.98B RAUM · 59 reps · 859-543-4516
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAHABA WEALTH MANAGEMENT, INC. reported RAUM up 26% ($1.64B -> $2.06B). IAPD ↗
$2.06B RAUM · 17 reps · 404-549-7678
Portfolio / reporting / TAMPCRMFinancial planning software
65
EMPIRICAL WEALTH MANAGEMENT reported RAUM up 26% ($6.70B -> $8.43B). IAPD ↗
$8.43B RAUM · 57 reps · 206-923-3474
Portfolio / reporting / TAMPCRMFinancial planning software
65
BALLENTINE PARTNERS reported RAUM up 28% ($12.01B -> $15.32B). IAPD ↗
$15.32B RAUM · 87 reps · 781-314-1300
Portfolio / reporting / TAMPCRMFinancial planning software
65
CONTINUUM WEALTH ADVISORS, LLC reported RAUM up 36% ($254.3M -> $345.6M). IAPD ↗
$345.6M RAUM · 5 reps · 518-583-4050
Portfolio / reporting / TAMPCRMFinancial planning software
65
INDEPENDENCE ASSET ADVISORS, LLC reported RAUM up 27% ($1.73B -> $2.19B). IAPD ↗
$2.19B RAUM · 5 reps · 484-433-0848
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATOS WEALTH PARTNERS, LTD reported RAUM up 29% ($14.47B -> $18.65B). IAPD ↗
$18.65B RAUM · 352 reps · 440-519-2500 · rileyecholswealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT reported RAUM up 29% ($3.19B -> $4.11B). IAPD ↗
$4.11B RAUM · 36 reps · 310-399-6397
Portfolio / reporting / TAMPCRMFinancial planning software
65
INVESCO MANAGED ACCOUNTS, LLC reported RAUM up 27% ($24.61B -> $31.28B). IAPD ↗
$31.28B RAUM · 29 reps · 1-866-769-2773 · snwam.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CONWAY INVESTMENT SOLUTIONS reported RAUM up 29% ($1.29B -> $1.67B). IAPD ↗
$1.67B RAUM · 11 reps · 314-721-9696 · conwayis.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GREENWOOD INVESTORS LLC reported RAUM up 54% ($116.5M -> $179.8M). IAPD ↗
$179.8M RAUM · 2 reps · 212-920-4207 · gwinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
THIRTYNORTH INVESTMENTS, LLC reported RAUM up 36% ($343.5M -> $467.8M). IAPD ↗
$467.8M RAUM · 5 reps · 504-528-3685
Portfolio / reporting / TAMPCRMFinancial planning software
65
BROWN FINANCIAL ADVISORY reported RAUM up 36% ($344.0M -> $468.2M). IAPD ↗
$468.2M RAUM · 6 reps · 251-928-9498
Portfolio / reporting / TAMPCRMFinancial planning software
65
INNOVATIVE ADVISORY PARTNERS, LLC reported RAUM up 35% ($260.4M -> $352.1M). IAPD ↗
$352.1M RAUM · 6 reps · 423-870-2140
Portfolio / reporting / TAMPCRMFinancial planning software
65
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. reported RAUM up 116% ($38.46B -> $82.99B). IAPD ↗institutional
$82.99B RAUM · 71 reps · 646-231-4000
Portfolio / reporting / TAMPCRMFinancial planning software
65
ARES CAPITAL MANAGEMENT II LLC reported RAUM up 119% ($8.96B -> $19.64B). IAPD ↗institutional
$19.64B RAUM · 597 reps · 310-201-4100
Portfolio / reporting / TAMPCRMFinancial planning software
65
PORTOLAN CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($1.58B -> $2.02B). IAPD ↗
$2.02B RAUM · 4 reps · 617-753-6400 · portolan.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPULA INVESTMENT US LP reported RAUM up 75% ($78.36B -> $137.44B). IAPD ↗institutional
$137.44B RAUM · 51 reps · (646) 874-5400 · capulaglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CARSONALLARIA WEALTH MANAGEMENT, LTD. reported RAUM up 40% ($567.5M -> $791.8M). IAPD ↗
$791.8M RAUM · 6 reps · 618-288-9505
Portfolio / reporting / TAMPCRMFinancial planning software
65
ADVISORY ALPHA, LLC reported RAUM up 26% ($3.47B -> $4.37B). IAPD ↗
$4.37B RAUM · 61 reps · 866-530-1400 · advisoryalpha.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CORECAP ADVISORS reported RAUM up 26% ($3.17B -> $3.99B). IAPD ↗
$3.99B RAUM · 110 reps · 888-296-3360 · romainfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WESTMOUNT PARTNERS, LLC reported RAUM up 25% ($5.20B -> $6.52B). IAPD ↗
$6.52B RAUM · 18 reps · 310-556-2502 · westmount.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
NRI WEALTH MANAGEMENT, LLC reported RAUM up 39% ($223.6M -> $309.8M). IAPD ↗
$309.8M RAUM · 2 reps · 408-373-5570 · nriwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BIMINI ADVISORS, LLC reported RAUM up 104% ($5.72B -> $11.68B). IAPD ↗institutional
$11.68B RAUM · 7 reps · 772-231-1400
Portfolio / reporting / TAMPCRMFinancial planning software
65
TRUNORTH CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($530.6M -> $724.5M). IAPD ↗
$724.5M RAUM · 4 reps · 8774690446
Portfolio / reporting / TAMPCRMFinancial planning software
65
ACORNS reported RAUM up 29% ($10.38B -> $13.39B). IAPD ↗
$13.39B RAUM · 14 reps · 855-739-2859
Portfolio / reporting / TAMPCRMFinancial planning software
65
DISCIPLINA CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($2.38B -> $3.06B). IAPD ↗
$3.06B RAUM · 6 reps · 615-490-6003
Portfolio / reporting / TAMPCRMFinancial planning software
65
MUTUAL ADVISORS, LLC reported RAUM up 27% ($6.75B -> $8.55B). IAPD ↗
$8.55B RAUM · 158 reps · 307-439-6357 · purplecloverwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BCI SECURITIES, INC. reported RAUM up 36% ($295.2M -> $402.2M). IAPD ↗
$402.2M RAUM · 39 reps · 305-929-5500 · bcisecurities.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PRIVATE ADVISORY reported RAUM up 28% ($1.32B -> $1.69B). IAPD ↗
$1.69B RAUM · 12 reps · 425-498-2320 · privateadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
KEYSTONE FINANCIAL GROUP, LLC reported RAUM up 26% ($1.86B -> $2.34B). IAPD ↗
$2.34B RAUM · 33 reps · 859-317-8316
Portfolio / reporting / TAMPCRMFinancial planning software
65
CLEAR CREEK FINANCIAL MANAGEMENT, LLC reported RAUM up 26% ($1.47B -> $1.86B). IAPD ↗
$1.86B RAUM · 48 reps · (360) 308-8239 · jackthomasfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BOWIE CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($2.21B -> $2.81B). IAPD ↗
$2.81B RAUM · 4 reps · 214-712-4951 · bowiecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SUMMIT FINANCIAL WEALTH ADVISORS reported RAUM up 27% ($1.42B -> $1.80B). IAPD ↗
$1.80B RAUM · 17 reps · 337-232-1141
Portfolio / reporting / TAMPCRMFinancial planning software
65
VALOR ADVISORS LLC reported RAUM up 28% ($3.12B -> $4.01B). IAPD ↗
$4.01B RAUM · 8 reps · 305-424-1432 · valorad.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SMARTLEAF ASSET MANAGEMENT LLC reported RAUM up 86% ($3.68B -> $6.85B). IAPD ↗institutional
$6.85B RAUM · 4 reps · 857-366-9340 · smartleafam.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GRAND CENTRAL INVESTMENT GROUP, LLC reported RAUM up 50% ($130.4M -> $196.2M). IAPD ↗
$196.2M RAUM · 2 reps · 813-251-4200 · grandcentralgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
AMPLIFY ETFS reported RAUM up 75% ($10.09B -> $17.70B). IAPD ↗institutional
$17.70B RAUM · 5 reps · (630) 487-2530
Portfolio / reporting / TAMPCRMFinancial planning software
65
MONOGRAPH WEALTH ADVISORS, LLC reported RAUM up 26% ($2.58B -> $3.25B). IAPD ↗
$3.25B RAUM · 10 reps · 310-496-7377 · monographwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CHEQUERS FINANCIAL MANAGEMENT LLC reported RAUM up 25% ($1.05B -> $1.31B). IAPD ↗
$1.31B RAUM · 13 reps · 415-964-5001
Portfolio / reporting / TAMPCRMFinancial planning software
65
STONE CREEK GROUP, LLC reported RAUM up 38% ($181.3M -> $250.6M). IAPD ↗
$250.6M RAUM · 1 reps · 303-226-7370
Portfolio / reporting / TAMPCRMFinancial planning software
65
WORLD INVESTMENT ADVISORS, LLC reported RAUM up 27% ($56.28B -> $71.64B). IAPD ↗
$71.64B RAUM · 471 reps · 800-833-1862
Portfolio / reporting / TAMPCRMFinancial planning software
65
SANCTUARY ADVISORS, LLC reported RAUM up 26% ($27.70B -> $34.88B). IAPD ↗
$34.88B RAUM · 380 reps · 317-975-7729
Portfolio / reporting / TAMPCRMFinancial planning software
65
WEALTHCOLLAB reported RAUM up 38% ($229.5M -> $316.2M). IAPD ↗
$316.2M RAUM · 1 reps · 206-456-6171
Portfolio / reporting / TAMPCRMFinancial planning software
65
PARABELLUM CAPITAL LLC reported RAUM up 26% ($1.54B -> $1.94B). IAPD ↗
$1.94B RAUM · 10 reps · 212-726-2640
Portfolio / reporting / TAMPCRMFinancial planning software
65
CREATIVEONE WEALTH, LLC reported RAUM up 29% ($4.83B -> $6.25B). IAPD ↗
$6.25B RAUM · 203 reps · 913-402-7897 · creativeonewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BANKERS LIFE ADVISORY SERVICES, INC. reported RAUM up 28% ($1.94B -> $2.49B). IAPD ↗
$2.49B RAUM · 433 reps · 844-553-9083 · bankerslife.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PENNINGTON PARTNERS & CO., LLC reported RAUM up 29% ($3.95B -> $5.09B). IAPD ↗
$5.09B RAUM · 10 reps · 202-370-6435 · pennington.addepar.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FWG INVESTMENTS, LLC reported RAUM up 40% ($250.1M -> $349.0M). IAPD ↗
$349.0M RAUM · 10 reps · 859-309-0349 · thefamilywealthgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
OREI ADVISORS LP reported RAUM up 27% ($1.71B -> $2.18B). IAPD ↗
$2.18B RAUM · 24 reps · 650-681-0185 · ohanare.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FIRST PACIFIC FINANCIAL, INC. reported RAUM up 27% ($1.51B -> $1.93B). IAPD ↗
$1.93B RAUM · 19 reps · (360) 254-2585
Portfolio / reporting / TAMPCRMFinancial planning software
65
COLONIAL RIVER WEALTH MANAGEMENT LLC reported RAUM up 37% ($339.8M -> $464.4M). IAPD ↗
$464.4M RAUM · 8 reps · (804) 335-1200 · colonialriver.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
DAVIMAN FINANCIAL, LLC reported RAUM up 53% ($152.8M -> $233.9M). IAPD ↗
$233.9M RAUM · 3 reps · 317-207-0175
Portfolio / reporting / TAMPCRMFinancial planning software
65
BIRCH RUN INVESTMENTS, LLC reported RAUM up 37% ($333.8M -> $457.5M). IAPD ↗
$457.5M RAUM · 2 reps · (610) 321-3453 · birchruninvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TEMPUS WEALTH PLANNING, LLC reported RAUM up 38% ($506.5M -> $699.4M). IAPD ↗
$699.4M RAUM · 9 reps · 949-393-2525 · tempuswp.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SEPIO CAPITAL, LP reported RAUM up 26% ($4.46B -> $5.64B). IAPD ↗
$5.64B RAUM · 18 reps · (415) 915-3708
Portfolio / reporting / TAMPCRMFinancial planning software
65
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. reported RAUM up 37% ($529.1M -> $722.8M). IAPD ↗
$722.8M RAUM · 10 reps · 954-533-7144 · askglobalwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
EVERSOURCE WEALTH ADVISORS, LLC reported RAUM up 29% ($3.95B -> $5.10B). IAPD ↗
$5.10B RAUM · 76 reps · 205-982-5515 · reinholdfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SILVER GROVE ADVISORY SERVICES reported RAUM up 39% ($326.6M -> $453.6M). IAPD ↗
$453.6M RAUM · 16 reps · (716) 800-4291 · silvergrovegroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. reported RAUM up 37% ($308.5M -> $423.0M). IAPD ↗
$423.0M RAUM · 7 reps · (805) 543-4366 · mybbfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
JORDAN PARK GROUP LLC reported RAUM up 28% ($18.12B -> $23.26B). IAPD ↗
$23.26B RAUM · 99 reps · (415) 417-3000
Portfolio / reporting / TAMPCRMFinancial planning software
65
AWM CAPITAL, LLC reported RAUM up 29% ($1.15B -> $1.49B). IAPD ↗
$1.49B RAUM · 28 reps · (323) 940-1339
Portfolio / reporting / TAMPCRMFinancial planning software
65
ASTORIA PORTFOLIO ADVISORS LLC reported RAUM up 40% ($698.8M -> $977.6M). IAPD ↗
$977.6M RAUM · 9 reps · 212-381-6185
Portfolio / reporting / TAMPCRMFinancial planning software
65
SIEBERT ADVISORNXT, LLC. reported RAUM up 36% ($287.6M -> $391.5M). IAPD ↗
$391.5M RAUM · 32 reps · 800-872-0444 · siebertnxt.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
PRIME CAPITAL FINANCIAL reported RAUM up 30% ($30.11B -> $39.14B). IAPD ↗
$39.14B RAUM · 266 reps · (800) 493-6226
Portfolio / reporting / TAMPCRMFinancial planning software
65
PGIM CUSTOM HARVEST LLC reported RAUM up 28% ($5.37B -> $6.90B). IAPD ↗
$6.90B RAUM · 9 reps · 800-210-0118 · pgim.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPITA FINANCIAL NETWORK, LLC reported RAUM up 26% ($1.85B -> $2.32B). IAPD ↗
$2.32B RAUM · 22 reps · 801-566-5058
Portfolio / reporting / TAMPCRMFinancial planning software
65
THE DALA GROUP, LLC reported RAUM up 37% ($193.7M -> $265.2M). IAPD ↗
$265.2M RAUM · 7 reps · 847-485-0248
Portfolio / reporting / TAMPCRMFinancial planning software
65
FAIRCOURT PARTNERS, LLC reported RAUM up 28% ($2.45B -> $3.12B). IAPD ↗
$3.12B RAUM · 4 reps · (312) 819-5010
Portfolio / reporting / TAMPCRMFinancial planning software
65
KEEBECK WEALTH MANAGEMENT reported RAUM up 25% ($1.62B -> $2.03B). IAPD ↗
$2.03B RAUM · 4 reps · 312-825-1200
Portfolio / reporting / TAMPCRMFinancial planning software
65
SYSTEMATIC ALPHA INVESTMENTS, LLC reported RAUM up 28% ($2.71B -> $3.49B). IAPD ↗
$3.49B RAUM · 1 reps · 609-751-7550
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPITAL WEALTH ALLIANCE, LLC reported RAUM up 36% ($220.5M -> $300.3M). IAPD ↗
$300.3M RAUM · 3 reps · 480-948-7590 · capitalwealthalliance.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SAGE MOUNTAIN ADVISORS, LLC reported RAUM up 27% ($3.36B -> $4.29B). IAPD ↗
$4.29B RAUM · 20 reps · (404) 795-8361
Portfolio / reporting / TAMPCRMFinancial planning software
65
INSPIRE ADVISORS, LLC reported RAUM up 29% ($1.03B -> $1.33B). IAPD ↗
$1.33B RAUM · 63 reps · 877-859-6383 · inspireadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BONE FIDE WEALTH reported RAUM up 54% ($82.1M -> $126.7M). IAPD ↗
$126.7M RAUM · 2 reps · 212-390-1161
Portfolio / reporting / TAMPCRMFinancial planning software
65
LEGACY KNIGHT MFO, LLC reported RAUM up 29% ($2.20B -> $2.85B). IAPD ↗
$2.85B RAUM · 15 reps · 945-536-5580 · legacyknight.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
BLUE ZONE WEALTH ADVISORS, LLC reported RAUM up 36% ($564.8M -> $770.0M). IAPD ↗
$770.0M RAUM · 6 reps · (310) 310-2789 · bluezoneadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
OAKRIDGE MANAGEMENT GROUP LLC reported RAUM up 27% ($1.08B -> $1.37B). IAPD ↗
$1.37B RAUM · 3 reps · 203-257-3289
Portfolio / reporting / TAMPCRMFinancial planning software
65
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC reported RAUM up 26% ($12.91B -> $16.25B). IAPD ↗
$16.25B RAUM · 16 reps · 414.765.1980 · nisi.net
Portfolio / reporting / TAMPCRMFinancial planning software
65
ALPHA CAPITAL FAMILY OFFICE, LLC reported RAUM up 36% ($217.4M -> $295.9M). IAPD ↗
$295.9M RAUM · 7 reps · 303-900-0185 · acfamilyoffice.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CARRICK LANE LLC reported RAUM up 27% ($2.38B -> $3.03B). IAPD ↗
$3.03B RAUM · 6 reps · (212) 433-8450 · carricklane.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
KURE ADVISORY, LLC reported RAUM up 36% ($190.7M -> $259.0M). IAPD ↗
$259.0M RAUM · 6 reps · (763)559-9213
Portfolio / reporting / TAMPCRMFinancial planning software
65
GREENUP STREET WEALTH MANAGEMENT LLC reported RAUM up 36% ($661.7M -> $900.4M). IAPD ↗
$900.4M RAUM · 18 reps · 734-656-8121
Portfolio / reporting / TAMPCRMFinancial planning software
65
CONFLUENCE FINANCIAL PARTNERS reported RAUM up 25% ($5.45B -> $6.84B). IAPD ↗
$6.84B RAUM · 38 reps · 724-271-8801
Portfolio / reporting / TAMPCRMFinancial planning software
65
ADVUS FINANCIAL PARTNERS, LLC reported RAUM up 29% ($3.07B -> $3.97B). IAPD ↗
$3.97B RAUM · 10 reps · 407-585-1160 · vimeo.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HILL INVESTMENT GROUP reported RAUM up 29% ($1.04B -> $1.35B). IAPD ↗
$1.35B RAUM · 8 reps · 314-448-4023
Portfolio / reporting / TAMPCRMFinancial planning software
65
TARGET ROCK WEALTH MANAGEMENT, LLC reported RAUM up 55% ($60.8M -> $94.0M). IAPD ↗
$94.0M RAUM · 4 reps · 914-580-4530
Portfolio / reporting / TAMPCRMFinancial planning software
65
THE BALDWIN GROUP WEALTH ADVISORS, LLC reported RAUM up 30% ($21.04B -> $27.28B). IAPD ↗
$27.28B RAUM · 50 reps · 813-934-2743 · baldwin.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
AHARA ADVISORS reported RAUM up 51% ($122.4M -> $185.4M). IAPD ↗
$185.4M RAUM · 2 reps · 412-908-0844
Portfolio / reporting / TAMPCRMFinancial planning software
65
KERA CAPITAL PARTNERS reported RAUM up 28% ($1.07B -> $1.36B). IAPD ↗
$1.36B RAUM · 8 reps · 408-668-2201
Portfolio / reporting / TAMPCRMFinancial planning software
65
INTEGRATED WEALTHCARE, LLC reported RAUM up 51% ($144.9M -> $218.2M). IAPD ↗
$218.2M RAUM · 4 reps · 866-694-6292
Portfolio / reporting / TAMPCRMFinancial planning software
65
FIFTH THIRD WEALTH ADVISORS LLC reported RAUM up 28% ($6.08B -> $7.80B). IAPD ↗
$7.80B RAUM · 58 reps · (513) 268-8380
Portfolio / reporting / TAMPCRMFinancial planning software
65
NEXT LEVEL PRIVATE LLC reported RAUM up 30% ($1.05B -> $1.37B). IAPD ↗
$1.37B RAUM · 10 reps · (914) 431-5255
Portfolio / reporting / TAMPCRMFinancial planning software
65
SMITH GROUP ASSET MANAGEMENT, LLC reported RAUM up 29% ($1.71B -> $2.21B). IAPD ↗
$2.21B RAUM · 12 reps · 214-880-4600 · smithasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
HARBOUR WEALTH MANAGEMENT GROUP, INC. reported RAUM up 39% ($191.3M -> $266.2M). IAPD ↗
$266.2M RAUM · 3 reps · 843-377-8448
Portfolio / reporting / TAMPCRMFinancial planning software
65
STRATEGIC ADVISORY PARTNERS reported RAUM up 54% ($124.3M -> $191.4M). IAPD ↗
$191.4M RAUM · 4 reps · 336-790-2560
Portfolio / reporting / TAMPCRMFinancial planning software
65
INTERWISE reported RAUM up 35% ($273.2M -> $369.7M). IAPD ↗
$369.7M RAUM · 5 reps · 801-484-6004
Portfolio / reporting / TAMPCRMFinancial planning software
65
BONDBLOXX reported RAUM up 111% ($3.43B -> $7.24B). IAPD ↗institutional
$7.24B RAUM · 5 reps · 800-896-5089
Portfolio / reporting / TAMPCRMFinancial planning software
65
INVICTUS PRIVATE WEALTH, LLC reported RAUM up 26% ($1.35B -> $1.71B). IAPD ↗
$1.71B RAUM · 2 reps · 720-734-2460 · invictusprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
WHITTIER ADVISORS, LLC reported RAUM up 28% ($1.48B -> $1.89B). IAPD ↗
$1.89B RAUM · 6 reps · 949-341-4250 · whittieradvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
GRANT TANI BARASH & ALTMAN, LLC reported RAUM up 28% ($1.78B -> $2.28B). IAPD ↗
$2.28B RAUM · 7 reps · 310-288-6267
Portfolio / reporting / TAMPCRMFinancial planning software
65
OXFORD WEALTH GROUP, LLC reported RAUM up 39% ($235.9M -> $327.9M). IAPD ↗
$327.9M RAUM · 8 reps · 407-495-2004
Portfolio / reporting / TAMPCRMFinancial planning software
65
NEOS INVESTMENTS reported RAUM up 265% ($5.93B -> $21.69B). IAPD ↗institutional
$21.69B RAUM · 2 reps · 203-298-7300 · neosfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
NEIL JESANI WEALTH MANAGEMENT reported RAUM up 54% ($125.9M -> $194.2M). IAPD ↗
$194.2M RAUM · 5 reps · (954) 800-0460
Portfolio / reporting / TAMPCRMFinancial planning software
65
ASCENTIS INDEPENDENT ADVISORS, LLC reported RAUM up 27% ($1.65B -> $2.09B). IAPD ↗
$2.09B RAUM · 39 reps · 866-273-1563 · marshallwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
CAPVEST PARTNERS, INC. reported RAUM up 89% ($5.42B -> $10.25B). IAPD ↗institutional
$10.25B RAUM · 11 reps · 212-430-1400
Portfolio / reporting / TAMPCRMFinancial planning software
65
LIGHTSQUARE WEALTH MANAGEMENT, LLC reported RAUM up 55% ($131.4M -> $203.5M). IAPD ↗
$203.5M RAUM · 2 reps · 248-641-3540
Portfolio / reporting / TAMPCRMFinancial planning software
65
PORTSIDE WEALTH GROUP, LLC reported RAUM up 27% ($1.13B -> $1.43B). IAPD ↗
$1.43B RAUM · 47 reps · 385-412-1222 · cache-financial.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
SPIREPOINT PRIVATE CLIENT, LLC reported RAUM up 28% ($1.12B -> $1.44B). IAPD ↗
$1.44B RAUM · 8 reps · 772-316-1271 · spirepointpc.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
APOLLO MANAGER, LLC reported RAUM up 181% ($1.27B -> $3.56B). IAPD ↗institutional
$3.56B RAUM · 912 reps · 212-515-3200
Portfolio / reporting / TAMPCRMFinancial planning software
65
ANTARES CAPITAL CREDIT ADVISERS LLC reported RAUM up 96% ($3.15B -> $6.17B). IAPD ↗institutional
$6.17B RAUM · 240 reps · 312-889-9920
Portfolio / reporting / TAMPCRMFinancial planning software
65
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC reported RAUM up 53% ($22.5M -> $34.4M). IAPD ↗
$34.4M RAUM · 3 reps · 317-253-2000
Portfolio / reporting / TAMPCRMFinancial planning software
65
IWEALTH reported RAUM up 35% ($230.7M -> $311.6M). IAPD ↗
$311.6M RAUM · 5 reps · 507-835-9111
Portfolio / reporting / TAMPCRMFinancial planning software
65
BLUEWATER WEALTH ADVISORS, LLC reported RAUM up 50% ($97.1M -> $145.8M). IAPD ↗
$145.8M RAUM · 3 reps · 205-305-6352 · bluewaterwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
KILTER GROUP reported RAUM up 37% ($202.1M -> $277.4M). IAPD ↗
$277.4M RAUM · 7 reps · 646-438-6557 · kiltergroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
TOPSAIL WEALTH MANAGEMENT LLC reported RAUM up 27% ($1.03B -> $1.31B). IAPD ↗
$1.31B RAUM · 4 reps · 980-308-9901 · topsailwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
FISHER\SMB reported RAUM up 25% ($5.46B -> $6.85B). IAPD ↗
$6.85B RAUM · 4 reps · 888-674-4504
Portfolio / reporting / TAMPCRMFinancial planning software
65
ARINI CAPITAL MANAGEMENT US LLC reported RAUM up 83% ($15.26B -> $27.99B). IAPD ↗institutional
$27.99B RAUM · 13 reps · 332-253-4524
Portfolio / reporting / TAMPCRMFinancial planning software
65
TOTAL WEALTH SERVICES, LLC reported RAUM up 53% ($121.2M -> $186.1M). IAPD ↗
$186.1M RAUM · 6 reps · 818-309-3071 · totalwealthservices.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
ROUTE 20 PRIVATE WEALTH INC. reported RAUM up 53% ($54.6M -> $83.5M). IAPD ↗
$83.5M RAUM · 4 reps · 954-712-7490 · route20wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
AVENTURA PRIVATE WEALTH, LLC reported RAUM up 40% ($268.4M -> $374.8M). IAPD ↗
$374.8M RAUM · 3 reps · 305-845-1937 · aventuraprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
65
1823 PARTNERS (US) LLC reported RAUM up 1753% ($1.00B -> $18.53B). IAPD ↗institutional
$18.53B RAUM · 30 reps · 202-431-7882 · 1823.partners
Portfolio / reporting / TAMPCRMFinancial planning software
65
GREENSTONE BELT WEALTH ADVISORS, LLC reported RAUM up 37% ($190.1M -> $260.1M). IAPD ↗
$260.1M RAUM · 5 reps · 312-952-6550
Portfolio / reporting / TAMPCRMFinancial planning software
64
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. reported RAUM up 33% ($689.3M -> $918.6M). IAPD ↗
$918.6M RAUM · 9 reps · 508-471-4431 · white-lighthouse.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
FINANCIAL GUIDANCE GROUP, INC. reported RAUM up 35% ($214.3M -> $288.4M). IAPD ↗
$288.4M RAUM · 3 reps · 727-787-7526
Portfolio / reporting / TAMPCRMFinancial planning software
64
FAMILY CAPITAL MANAGEMENT reported RAUM up 32% ($328.8M -> $435.1M). IAPD ↗
$435.1M RAUM · 4 reps · 616-774-4560
Portfolio / reporting / TAMPCRMFinancial planning software
64
QUAD CITY INVESTMENT CENTER reported RAUM up 32% ($308.6M -> $408.0M). IAPD ↗
$408.0M RAUM · 6 reps · 563-388-5436 · qcbt.bank
Portfolio / reporting / TAMPCRMFinancial planning software
64
DISCIPLINED INVESTORS, L.L.C. reported RAUM up 34% ($702.5M -> $941.6M). IAPD ↗
$941.6M RAUM · 8 reps · 254-265-7410 · dinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($508.7M -> $663.2M). IAPD ↗
$663.2M RAUM · 7 reps · 214-922-9200 · mscmfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
RMG ADVISORS reported RAUM up 46% ($137.2M -> $200.5M). IAPD ↗
$200.5M RAUM · 3 reps · 301-838-4111
Portfolio / reporting / TAMPCRMFinancial planning software
64
OMNI 360 WEALTH, INC. reported RAUM up 31% ($324.5M -> $425.7M). IAPD ↗
$425.7M RAUM · 5 reps · 609-452-0889 · omni360advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
HENNION & WALSH ASSET MANAGEMENT, INC. reported RAUM up 30% ($590.1M -> $768.8M). IAPD ↗
$768.8M RAUM · 11 reps · 973-299-8989 · hennionandwalsh.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CONFIDENCE WEALTH MANAGEMENT, INC. reported RAUM up 32% ($344.2M -> $454.1M). IAPD ↗
$454.1M RAUM · 8 reps · 310-824-1000
Portfolio / reporting / TAMPCRMFinancial planning software
64
NVEST FINANCIAL, LLC reported RAUM up 32% ($523.4M -> $688.3M). IAPD ↗
$688.3M RAUM · 5 reps · 207-985-8585
Portfolio / reporting / TAMPCRMFinancial planning software
64
MERIDIAN INVESTMENT COUNSEL, INC. reported RAUM up 34% ($539.4M -> $723.4M). IAPD ↗
$723.4M RAUM · 4 reps · 510-493-7650
Portfolio / reporting / TAMPCRMFinancial planning software
64
OUTLOOK CAPITAL MANAGEMENT, LLC reported RAUM up 45% ($101.4M -> $147.4M). IAPD ↗
$147.4M RAUM · 2 reps · 847-797-0600 · outlookcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
GRIFFIN BLACK, LLC reported RAUM up 31% ($270.9M -> $355.5M). IAPD ↗
$355.5M RAUM · 5 reps · (650) 368-5785
Portfolio / reporting / TAMPCRMFinancial planning software
64
CARDINAL WEALTH ADVISORY, LLC reported RAUM up 31% ($208.2M -> $273.2M). IAPD ↗
$273.2M RAUM · 2 reps · 901-767-4401
Portfolio / reporting / TAMPCRMFinancial planning software
64
INTEGRATED WEALTH MANAGEMENT, INC. reported RAUM up 34% ($189.5M -> $254.1M). IAPD ↗
$254.1M RAUM · 6 reps · 330-896-1644 · iwmgameplan.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
AMERICAN CAPITAL ADVISORY, LLC reported RAUM up 31% ($254.9M -> $334.4M). IAPD ↗
$334.4M RAUM · 7 reps · 208-710-8669
Portfolio / reporting / TAMPCRMFinancial planning software
64
EVEREST PRIVATE WEALTH reported RAUM up 34% ($307.0M -> $410.8M). IAPD ↗
$410.8M RAUM · 2 reps · (408) 502-6015 · everestprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
HUBER CAPITAL MANAGEMENT LLC reported RAUM up 35% ($541.5M -> $729.2M). IAPD ↗
$729.2M RAUM · 6 reps · 310-207-8400
Portfolio / reporting / TAMPCRMFinancial planning software
64
CORNERSTONE SELECT ADVISORS, LLC reported RAUM up 35% ($234.0M -> $315.3M). IAPD ↗
$315.3M RAUM · 3 reps · 314-862-5155 · csastl.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC reported RAUM up 34% ($227.6M -> $303.9M). IAPD ↗
$303.9M RAUM · 15 reps · (949) 261-7726
Portfolio / reporting / TAMPCRMFinancial planning software
64
HELMSTAR WEALTH MANAGEMENT reported RAUM up 34% ($586.9M -> $785.6M). IAPD ↗
$785.6M RAUM · 8 reps · 208-429-0800
Portfolio / reporting / TAMPCRMFinancial planning software
64
DMKC ADVISORY SERVICES, LLC reported RAUM up 35% ($668.7M -> $902.5M). IAPD ↗
$902.5M RAUM · 8 reps · 515-221-1133
Portfolio / reporting / TAMPCRMFinancial planning software
64
LIGHTHOUSE RETIREMENT reported RAUM up 34% ($211.9M -> $284.6M). IAPD ↗
$284.6M RAUM · 1 reps · 772-299-7169 · lighthouseretirement.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SLAGLE FINANCIAL, LLC. reported RAUM up 31% ($315.0M -> $411.7M). IAPD ↗
$411.7M RAUM · 7 reps · 618-692-1657
Portfolio / reporting / TAMPCRMFinancial planning software
64
GRADIENT ADVISORS, LLC reported RAUM up 32% ($218.6M -> $289.3M). IAPD ↗
$289.3M RAUM · 166 reps · 877-885-0508 · house.gradientadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MOSS, LUSE & WOMBLE, LLC reported RAUM up 35% ($595.2M -> $803.2M). IAPD ↗
$803.2M RAUM · 21 reps · 972-674-2584
Portfolio / reporting / TAMPCRMFinancial planning software
64
MORIN PRIVATE CLIENT GROUP, LLC reported RAUM up 31% ($546.7M -> $716.3M). IAPD ↗
$716.3M RAUM · 2 reps · 833-989-2869
Portfolio / reporting / TAMPCRMFinancial planning software
64
ARCHETYPE ADVISORS, LLC reported RAUM up 33% ($195.0M -> $260.0M). IAPD ↗
$260.0M RAUM · 2 reps · 215 558 5500 · archetypeadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. reported RAUM up 32% ($669.7M -> $884.8M). IAPD ↗
$884.8M RAUM · 23 reps · 785-823-7900 · ucmofkansas.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLACKHAWK CAPITAL PARTNERS, LLC reported RAUM up 34% ($336.4M -> $452.0M). IAPD ↗
$452.0M RAUM · 6 reps · 262-242-4487
Portfolio / reporting / TAMPCRMFinancial planning software
64
CREDIT CAPITAL INVESTMENTS reported RAUM up 33% ($264.6M -> $351.3M). IAPD ↗
$351.3M RAUM · 7 reps · 973-315-3000
Portfolio / reporting / TAMPCRMFinancial planning software
64
STRATEGY FINANCIAL GROUP reported RAUM up 31% ($279.9M -> $366.7M). IAPD ↗
$366.7M RAUM · 10 reps · 602-343-9301 · calvingoetz.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
DYNAMIC BETA INVESTMENTS LLC reported RAUM up 71% ($3.32B -> $5.67B). IAPD ↗institutional
$5.67B RAUM · 3 reps · 646-837-7030
Portfolio / reporting / TAMPCRMFinancial planning software
64
AFFINITY CAPITAL ADVISORS LLC reported RAUM up 34% ($636.1M -> $851.3M). IAPD ↗
$851.3M RAUM · 5 reps · 510-984-0261 · affinitycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SWMG, LLC reported RAUM up 34% ($320.1M -> $430.4M). IAPD ↗
$430.4M RAUM · 5 reps · 817-210-3444
Portfolio / reporting / TAMPCRMFinancial planning software
64
AXIS WEALTH PARTNERS, LLC reported RAUM up 30% ($289.7M -> $377.4M). IAPD ↗
$377.4M RAUM · 6 reps · 401-441-5111 · axiswp.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
HD MONEY, INC. reported RAUM up 31% ($294.0M -> $386.1M). IAPD ↗
$386.1M RAUM · 4 reps · 941-925-2121 · hdmoneyinc.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
J. HAGAN CAPITAL, INC. reported RAUM up 31% ($260.9M -> $341.8M). IAPD ↗
$341.8M RAUM · 10 reps · (502) 690-5635
Portfolio / reporting / TAMPCRMFinancial planning software
64
TRINITY WEALTH MANAGEMENT, LLC reported RAUM up 31% ($304.4M -> $399.2M). IAPD ↗
$399.2M RAUM · 4 reps · 610-296-2020 · trinity-wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BULL OAK CAPITAL, LLC reported RAUM up 33% ($196.2M -> $261.6M). IAPD ↗
$261.6M RAUM · 4 reps · (858) 999-3550
Portfolio / reporting / TAMPCRMFinancial planning software
64
POWERS ADVISORY GROUP, LLC reported RAUM up 31% ($250.9M -> $329.5M). IAPD ↗
$329.5M RAUM · 3 reps · 618-654-6262 · powersinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VANTAGE WEALTH PLANNING reported RAUM up 33% ($198.6M -> $264.7M). IAPD ↗
$264.7M RAUM · 3 reps · 775-502-8484 · vantagewealthplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BEACON FINANCIAL ADVISORY LLC reported RAUM up 33% ($677.6M -> $900.7M). IAPD ↗
$900.7M RAUM · 13 reps · 216-910-1850
Portfolio / reporting / TAMPCRMFinancial planning software
64
HUNGERFORD FINANCIAL LLC reported RAUM up 30% ($378.3M -> $492.1M). IAPD ↗
$492.1M RAUM · 5 reps · 616-302-1558 · hungerfordfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
GENERATIONAL WEALTH MANAGEMENT reported RAUM up 32% ($299.7M -> $394.8M). IAPD ↗
$394.8M RAUM · 8 reps · 616-931-1270
Portfolio / reporting / TAMPCRMFinancial planning software
64
FLOWER CITY CAPITAL LLC reported RAUM up 33% ($333.6M -> $444.6M). IAPD ↗
$444.6M RAUM · 3 reps · 585-236-8501
Portfolio / reporting / TAMPCRMFinancial planning software
64
LEGACY BRIDGE PRIVATE FAMILY OFFICES reported RAUM up 31% ($325.9M -> $425.8M). IAPD ↗
$425.8M RAUM · 3 reps · 515-421-4870
Portfolio / reporting / TAMPCRMFinancial planning software
64
SWITCHPOINT FINANCIAL PLANNING LLC reported RAUM up 30% ($281.5M -> $367.1M). IAPD ↗
$367.1M RAUM · 3 reps · 801.753.8538
Portfolio / reporting / TAMPCRMFinancial planning software
64
PALADIN WEALTH PARTNERS reported RAUM up 31% ($213.6M -> $279.8M). IAPD ↗
$279.8M RAUM · 3 reps · 515-348-6080 · paladinwp.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MONORAIL SECURITIES LLC reported RAUM up 32% ($295.0M -> $388.7M). IAPD ↗
$388.7M RAUM · 3 reps · (941) 925-2121 · monorail.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLUE RIDGE WEALTH PLANNERS reported RAUM up 31% ($275.7M -> $361.7M). IAPD ↗
$361.7M RAUM · 14 reps · 865-392-4260 · planforeverything.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
AQUA ADVISORS LLC reported RAUM up 35% ($221.4M -> $298.8M). IAPD ↗
$298.8M RAUM · 2 reps · 305 877-7593
Portfolio / reporting / TAMPCRMFinancial planning software
64
STRATEGIC WEALTH ADVISORS GROUP, INC. reported RAUM up 47% ($140.2M -> $206.7M). IAPD ↗
$206.7M RAUM · 6 reps · 586-203-2275 · swaganalysis.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC reported RAUM up 49% ($80.4M -> $119.4M). IAPD ↗
$119.4M RAUM · 4 reps · (317) 706-4748
Portfolio / reporting / TAMPCRMFinancial planning software
64
LIFEWORKS ADVISORS, LLC reported RAUM up 30% ($742.3M -> $966.7M). IAPD ↗
$966.7M RAUM · 39 reps · (616) 200-6512
Portfolio / reporting / TAMPCRMFinancial planning software
64
PRACTICE FINANCIAL GROUP reported RAUM up 31% ($333.1M -> $436.8M). IAPD ↗
$436.8M RAUM · 8 reps · (541) 973-2602 · pfg-investments.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
OWEN LARUE FINANCIAL GROUP reported RAUM up 34% ($343.1M -> $458.9M). IAPD ↗
$458.9M RAUM · 4 reps · 270-769-9995 · owenlarue.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SHARPEPOINT, LLC reported RAUM up 48% ($150.5M -> $222.8M). IAPD ↗
$222.8M RAUM · 3 reps · 480-999-3033
Portfolio / reporting / TAMPCRMFinancial planning software
64
EQ WEALTH MANAGEMENT reported RAUM up 30% ($723.0M -> $941.7M). IAPD ↗
$941.7M RAUM · 8 reps · 425-434-1000 · eqwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BRUCKE FINANCIAL, INC. reported RAUM up 31% ($201.0M -> $262.4M). IAPD ↗
$262.4M RAUM · 4 reps · (317) 658-4548 · bruckefinancial.us
Portfolio / reporting / TAMPCRMFinancial planning software
64
BLACKDIAMOND WEALTH MANAGEMENT, LLC reported RAUM up 31% ($322.4M -> $424.0M). IAPD ↗
$424.0M RAUM · 7 reps · (212) 784-6999
Portfolio / reporting / TAMPCRMFinancial planning software
64
WEALTHCARE INVESTMENT PARTNERS LLC reported RAUM up 31% ($654.8M -> $859.6M). IAPD ↗
$859.6M RAUM · 5 reps · (401) 682-2335 · wcipllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VIRTUS FAMILY OFFICE reported RAUM up 34% ($544.1M -> $726.9M). IAPD ↗
$726.9M RAUM · 2 reps · 915-730-3885
Portfolio / reporting / TAMPCRMFinancial planning software
64
BABB WEALTH ADVISORS LLC reported RAUM up 49% ($140.9M -> $209.4M). IAPD ↗
$209.4M RAUM · 3 reps · 928-526-2911 · babbgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
BUILD ASSET MANAGEMENT reported RAUM up 46% ($44.2M -> $64.6M). IAPD ↗
$64.6M RAUM · 3 reps · 833-852-8453 · getbuilding.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
MATCH GRADE ADVISORS reported RAUM up 33% ($361.0M -> $479.4M). IAPD ↗
$479.4M RAUM · 4 reps · 864-250-0661
Portfolio / reporting / TAMPCRMFinancial planning software
64
KISSLING FINANCIAL SERVICES, LLC reported RAUM up 47% ($112.8M -> $165.5M). IAPD ↗
$165.5M RAUM · 2 reps · 724-667-1617 · kisslingfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
GREAT DIAMOND PARTNERS, LLC reported RAUM up 31% ($613.4M -> $804.1M). IAPD ↗
$804.1M RAUM · 7 reps · 207-274-2500
Portfolio / reporting / TAMPCRMFinancial planning software
64
OPTIMUM QUANTVEST CORPORATION reported RAUM up 32% ($528.3M -> $695.1M). IAPD ↗
$695.1M RAUM · 2 reps · 263-381-5677 · optimumgam.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
VALUEWEALTH SERVICES, LLC reported RAUM up 32% ($242.1M -> $319.0M). IAPD ↗
$319.0M RAUM · 4 reps · 410-286-9230 · valuewealthservices.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ZENITH WEALTH PARTNERS reported RAUM up 48% ($102.1M -> $151.0M). IAPD ↗
$151.0M RAUM · 9 reps · (484) 278-1559
Portfolio / reporting / TAMPCRMFinancial planning software
64
SWAN CAPITAL reported RAUM up 31% ($268.9M -> $351.4M). IAPD ↗
$351.4M RAUM · 6 reps · (850) 380-9558 · pinterest.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
OELSCHLAGER INVESTMENTS reported RAUM up 48% ($63.1M -> $93.3M). IAPD ↗
$93.3M RAUM · 1 reps · 330-664-9920
Portfolio / reporting / TAMPCRMFinancial planning software
64
RIGHTHAND CAPITAL, LLC reported RAUM up 47% ($124.0M -> $182.3M). IAPD ↗
$182.3M RAUM · 2 reps · (617) 430-7770
Portfolio / reporting / TAMPCRMFinancial planning software
64
SYNERGY FG reported RAUM up 33% ($274.3M -> $364.2M). IAPD ↗
$364.2M RAUM · 3 reps · 888-734-2006 X3
Portfolio / reporting / TAMPCRMFinancial planning software
64
RETIREMENT PLANNING GROUP, LLC reported RAUM up 33% ($282.8M -> $375.4M). IAPD ↗
$375.4M RAUM · 4 reps · (518) 580-1919
Portfolio / reporting / TAMPCRMFinancial planning software
64
MISSION FINANCIAL GROUP, LLC reported RAUM up 34% ($232.8M -> $310.9M). IAPD ↗
$310.9M RAUM · 5 reps · 808-445-9965 · missionfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ALLEGIANCE FINANCIAL GROUP reported RAUM up 34% ($505.0M -> $675.0M). IAPD ↗
$675.0M RAUM · 12 reps · (703) 242-7900
Portfolio / reporting / TAMPCRMFinancial planning software
64
FINANCIAL DESIGNS WEALTH MANAGEMENT reported RAUM up 34% ($194.8M -> $261.2M). IAPD ↗
$261.2M RAUM · 4 reps · 786-388-0070
Portfolio / reporting / TAMPCRMFinancial planning software
64
PROSPERITAS FINANCIAL, LLC reported RAUM up 33% ($612.7M -> $812.5M). IAPD ↗
$812.5M RAUM · 23 reps · 661-255-9555
Portfolio / reporting / TAMPCRMFinancial planning software
64
LAVELLE CAPITAL reported RAUM up 34% ($305.5M -> $410.1M). IAPD ↗
$410.1M RAUM · 3 reps · 415-501-9987
Portfolio / reporting / TAMPCRMFinancial planning software
64
PEACE OF MIND WEALTH MANAGEMENT reported RAUM up 32% ($214.1M -> $283.3M). IAPD ↗
$283.3M RAUM · 7 reps · 919-787-8866 · pomwealth.net
Portfolio / reporting / TAMPCRMFinancial planning software
64
TRIFECTA CAPITAL ADVISORS, LLC reported RAUM up 30% ($712.2M -> $927.4M). IAPD ↗
$927.4M RAUM · 3 reps · 1-847-495-2464
Portfolio / reporting / TAMPCRMFinancial planning software
64
PUREVEST reported RAUM up 48% ($34.8M -> $51.6M). IAPD ↗
$51.6M RAUM · 2 reps · (347) 466-4400 · purevest.net
Portfolio / reporting / TAMPCRMFinancial planning software
64
DHODY INVESTMENT GROUP reported RAUM up 32% ($259.4M -> $341.4M). IAPD ↗
$341.4M RAUM · 3 reps · (305) 433-4250 · blueig.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
TABLEAUX WEALTH reported RAUM up 49% ($154.3M -> $229.7M). IAPD ↗
$229.7M RAUM · 4 reps · 413-264-2400
Portfolio / reporting / TAMPCRMFinancial planning software
64
RBG WEALTH ADVISORS LLC reported RAUM up 47% ($105.0M -> $154.8M). IAPD ↗
$154.8M RAUM · 4 reps · 901-244-2980
Portfolio / reporting / TAMPCRMFinancial planning software
64
ASTRA WEALTH PARTNERS reported RAUM up 32% ($204.1M -> $268.4M). IAPD ↗
$268.4M RAUM · 3 reps · 800-805-8740 · feeonlynetwork.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
SOLID POINT WEALTH ADVISORS, LLC reported RAUM up 49% ($80.3M -> $119.7M). IAPD ↗
$119.7M RAUM · 5 reps · 518-681-0107 · solidpointwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
CLARITY FINANCIAL ADVISORS LLC reported RAUM up 50% ($99.9M -> $149.5M). IAPD ↗
$149.5M RAUM · 5 reps · (816) 786-5031 · theclarityfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
LONGWALL FAMILY OFFICE reported RAUM up 31% ($326.1M -> $428.2M). IAPD ↗
$428.2M RAUM · 3 reps · 203-209-2785
Portfolio / reporting / TAMPCRMFinancial planning software
64
SHARED VISION WEALTH GROUP reported RAUM up 30% ($258.2M -> $335.9M). IAPD ↗
$335.9M RAUM · 3 reps · 7603491750 · sharedvisionwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP reported RAUM up 45% ($26.0M -> $37.7M). IAPD ↗
$37.7M RAUM · 4 reps · (646) 270-4224 · artesianinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC reported RAUM up 33% ($215.2M -> $286.1M). IAPD ↗
$286.1M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ELI CIRCLE CAPITAL, LP reported RAUM up 48% ($141.0M -> $209.0M). IAPD ↗
$209.0M RAUM · 4 reps · 310-571-5914 · elicirclecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
TIDEMARK, LLC reported RAUM up 34% ($344.6M -> $462.5M). IAPD ↗
$462.5M RAUM · 8 reps · 888-791-0197 · tidemarkfp.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
STONEBRIDGE WEALTH SYSTEMS LLC reported RAUM up 34% ($276.0M -> $369.1M). IAPD ↗
$369.1M RAUM · 10 reps · 308-698-0144
Portfolio / reporting / TAMPCRMFinancial planning software
64
BARE WEALTH ADVISORS reported RAUM up 30% ($509.3M -> $662.3M). IAPD ↗
$662.3M RAUM · 8 reps · 717-407-5200
Portfolio / reporting / TAMPCRMFinancial planning software
64
MISSION HILLS FINANCIAL ADVISORY LLC reported RAUM up 31% ($208.7M -> $274.1M). IAPD ↗
$274.1M RAUM · 4 reps · 619-294-9420 · missionhillsfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
GREYKASELL WEALTH STRATEGIES, INC. reported RAUM up 32% ($334.6M -> $443.2M). IAPD ↗
$443.2M RAUM · 3 reps · 925-263-9275 · greykasell.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
ADVANTAGE WEALTH PARTNERS reported RAUM up 30% ($518.3M -> $675.5M). IAPD ↗
$675.5M RAUM · 4 reps · 239-561-1155 · advantagewealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
GFG SOLUTIONS reported RAUM up 34% ($228.6M -> $306.6M). IAPD ↗
$306.6M RAUM · 4 reps · (412) 740-7930
Portfolio / reporting / TAMPCRMFinancial planning software
64
THREE ARCH WEALTH MANAGEMENT LLC reported RAUM up 32% ($503.0M -> $662.4M). IAPD ↗
$662.4M RAUM · 3 reps · (949) 400-7107 · threearchwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
64
DISHMI CAPITAL, LLC reported RAUM up 49% ($144.2M -> $215.1M). IAPD ↗
$215.1M RAUM · 2 reps · (323) 835-5560 · dishmicap.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
RICHARDS MERRILL WEALTH MANAGEMENT reported RAUM up 25% ($514.5M -> $643.6M). IAPD ↗
$643.6M RAUM · 10 reps · 509-624-3174 · rmwealthmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
M. E. ALLISON & CO., INC. reported RAUM up 27% ($287.4M -> $366.4M). IAPD ↗
$366.4M RAUM · 10 reps · 210-930-4000 · meallison.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
TRUBEE WEALTH ADVISORS, INC. reported RAUM up 26% ($724.2M -> $911.5M). IAPD ↗
$911.5M RAUM · 14 reps · 716-849-1401 · trubeewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WESTBOURNE INVESTMENTS, INC. reported RAUM up 25% ($221.1M -> $276.4M). IAPD ↗
$276.4M RAUM · 5 reps · 703-294-6880 · westbourneinv.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PALOUSE CAPITAL MANAGEMENT, INC. reported RAUM up 25% ($326.5M -> $408.5M). IAPD ↗
$408.5M RAUM · 2 reps · (509) 624-5591 · palousecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CLARITI WEALTH ADVISORS reported RAUM up 28% ($622.2M -> $797.6M). IAPD ↗
$797.6M RAUM · 6 reps · 302-994-4444
Portfolio / reporting / TAMPCRMFinancial planning software
63
INVICTUS TIMING SERVICE LTD reported RAUM up 42% ($72.5M -> $103.0M). IAPD ↗
$103.0M RAUM · 1 reps · 516-741-0500 · itslpro.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
C.M.BIDWELL & ASSOCIATES LTD reported RAUM up 25% ($213.3M -> $267.1M). IAPD ↗
$267.1M RAUM · 4 reps · 808-595-1099 · cmbidwell.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CUTLER CAPITAL MANAGEMENT reported RAUM up 27% ($339.9M -> $430.8M). IAPD ↗
$430.8M RAUM · 6 reps · 508-757-4455
Portfolio / reporting / TAMPCRMFinancial planning software
63
KELMAN LAZAROV INC reported RAUM up 27% ($705.4M -> $894.6M). IAPD ↗
$894.6M RAUM · 13 reps · 901-685-8284 · kelman-lazarov.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LAFFER TENGLER INVESTMENTS, INC. reported RAUM up 29% ($622.0M -> $800.1M). IAPD ↗
$800.1M RAUM · 13 reps · 800-838-3468
Portfolio / reporting / TAMPCRMFinancial planning software
63
IRONWOOD INVESTMENT MANAGEMENT, LLC reported RAUM up 25% ($221.9M -> $278.2M). IAPD ↗
$278.2M RAUM · 6 reps · 617-757-7600 · ironwoodinvestmentmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SEABRIDGE INVESTMENT ADVISORS LLC reported RAUM up 26% ($610.4M -> $771.2M). IAPD ↗
$771.2M RAUM · 11 reps · 908-273-5085
Portfolio / reporting / TAMPCRMFinancial planning software
63
VAWTER FINANCIAL LTD reported RAUM up 26% ($313.6M -> $394.4M). IAPD ↗
$394.4M RAUM · 4 reps · 614-451-1002
Portfolio / reporting / TAMPCRMFinancial planning software
63
STRATEGY ASSET MANAGERS L.L.C. reported RAUM up 25% ($741.5M -> $930.1M). IAPD ↗
$930.1M RAUM · 10 reps · 626-657-0559
Portfolio / reporting / TAMPCRMFinancial planning software
63
INTEGRIS WEALTH MANAGEMENT, LLC reported RAUM up 28% ($635.1M -> $812.0M). IAPD ↗
$812.0M RAUM · 10 reps · 831-333-1717
Portfolio / reporting / TAMPCRMFinancial planning software
63
LGT FINANCIAL ADVISORS LLC reported RAUM up 27% ($359.3M -> $456.1M). IAPD ↗
$456.1M RAUM · 4 reps · 214-871-7500 · lgt-fa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SHAKESPEARE WEALTH MANAGEMENT, LLC reported RAUM up 25% ($512.5M -> $641.9M). IAPD ↗
$641.9M RAUM · 6 reps · 262-814-1600 · shakespeareinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DEW WEALTH MANAGEMENT reported RAUM up 28% ($361.9M -> $464.7M). IAPD ↗
$464.7M RAUM · 24 reps · 480-614-9119
Portfolio / reporting / TAMPCRMFinancial planning software
63
BENNINGTON FINANCIAL PLANNING GROUP reported RAUM up 26% ($223.8M -> $281.5M). IAPD ↗
$281.5M RAUM · 3 reps · 802-447-1530
Portfolio / reporting / TAMPCRMFinancial planning software
63
PLAN GROUP FINANCIAL, INC. reported RAUM up 28% ($541.4M -> $690.3M). IAPD ↗
$690.3M RAUM · 17 reps · 405-848-1099 · plangroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HEFFERNAN ADVISORY, INC. reported RAUM up 30% ($315.9M -> $409.6M). IAPD ↗
$409.6M RAUM · 5 reps · 928-774-9598
Portfolio / reporting / TAMPCRMFinancial planning software
63
MARATHON STRATEGIC ADVISORS, LLC reported RAUM up 40% ($130.4M -> $182.7M). IAPD ↗
$182.7M RAUM · 1 reps · 740-282-5198 · mstrategic.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BMB ADVISERS LLC reported RAUM up 25% ($523.1M -> $655.8M). IAPD ↗
$655.8M RAUM · 3 reps · 310-734-1234
Portfolio / reporting / TAMPCRMFinancial planning software
63
JOHNSON WEALTH MANAGEMENT, LLC reported RAUM up 26% ($256.9M -> $323.4M). IAPD ↗
$323.4M RAUM · 2 reps · 701-746-8310
Portfolio / reporting / TAMPCRMFinancial planning software
63
CIG ASSET MANAGEMENT, INC. reported RAUM up 40% ($137.1M -> $192.5M). IAPD ↗
$192.5M RAUM · 5 reps · 248-827-1010
Portfolio / reporting / TAMPCRMFinancial planning software
63
FLORIAN FINANCIAL GROUP LLC reported RAUM up 42% ($151.4M -> $215.0M). IAPD ↗
$215.0M RAUM · 5 reps · 716-810-9590 · florianfinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MILLER CAPITAL reported RAUM up 30% ($240.4M -> $311.6M). IAPD ↗
$311.6M RAUM · 2 reps · 248-901-1650 · millercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PALISADE INVESTMENTS, LLC reported RAUM up 27% ($513.0M -> $652.7M). IAPD ↗
$652.7M RAUM · 7 reps · 775-299-4600 · palisadeinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. reported RAUM up 26% ($516.9M -> $653.6M). IAPD ↗
$653.6M RAUM · 3 reps · 859-223-6333
Portfolio / reporting / TAMPCRMFinancial planning software
63
MCLAUGHLIN ASSET MANAGEMENT, INC. reported RAUM up 41% ($125.3M -> $176.1M). IAPD ↗
$176.1M RAUM · 4 reps · 217-442-6484
Portfolio / reporting / TAMPCRMFinancial planning software
63
HIGHLAND FINANCIAL ADVISORS, LLC reported RAUM up 27% ($503.8M -> $640.0M). IAPD ↗
$640.0M RAUM · 7 reps · 973-557-2933
Portfolio / reporting / TAMPCRMFinancial planning software
63
HORIKO CAPITAL MANAGEMENT LLC reported RAUM up 29% ($369.0M -> $475.1M). IAPD ↗
$475.1M RAUM · 3 reps · 2015234150 · horikocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CRAVENS & COMPANY WEALTH MANAGEMENT reported RAUM up 25% ($248.4M -> $311.1M). IAPD ↗
$311.1M RAUM · 3 reps · (931) 528-6865
Portfolio / reporting / TAMPCRMFinancial planning software
63
ARROYO INVESTMENT GROUP, LLC reported RAUM up 27% ($250.7M -> $319.5M). IAPD ↗
$319.5M RAUM · 3 reps · 626-844-1441 · arroyoinvestmentgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LIG CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($196.8M -> $250.4M). IAPD ↗
$250.4M RAUM · 4 reps · 405-463-3334 · ligcam.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
NORTHEAST PLANNING ASSOCIATES, INC. reported RAUM up 26% ($327.7M -> $414.0M). IAPD ↗
$414.0M RAUM · 69 reps · (603) 471-0900 · paulhbrock.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THE RICE PARTNERSHIP, LLC reported RAUM up 25% ($785.8M -> $985.5M). IAPD ↗
$985.5M RAUM · 10 reps · 808-585-7788
Portfolio / reporting / TAMPCRMFinancial planning software
63
INTEGRITY FINANCIAL CORPORATION reported RAUM up 28% ($680.1M -> $868.1M). IAPD ↗
$868.1M RAUM · 0 reps · 8007944015
Portfolio / reporting / TAMPCRMFinancial planning software
63
TWIN LAKES CAPITAL reported RAUM up 28% ($246.0M -> $314.7M). IAPD ↗
$314.7M RAUM · 2 reps · (650) 610-9363
Portfolio / reporting / TAMPCRMFinancial planning software
63
STONE HOUSE INVESTMENT MANAGEMENT, LLC reported RAUM up 26% ($669.9M -> $841.7M). IAPD ↗
$841.7M RAUM · 17 reps · (570) 836-7020
Portfolio / reporting / TAMPCRMFinancial planning software
63
PEACHTREE WEALTH ADVISORS, INC reported RAUM up 26% ($346.8M -> $436.8M). IAPD ↗
$436.8M RAUM · 2 reps · 404-531-0965 · peachtreewa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
V2 FINANCIAL GROUP, LLC reported RAUM up 27% ($276.8M -> $350.5M). IAPD ↗
$350.5M RAUM · 4 reps · 630-364-4529 · v2financialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MCDONOUGH CAPITAL MANAGEMENT, INC. reported RAUM up 26% ($205.8M -> $258.3M). IAPD ↗
$258.3M RAUM · 4 reps · 407-248-9647
Portfolio / reporting / TAMPCRMFinancial planning software
63
PARKER FINANCIAL LLC reported RAUM up 25% ($217.0M -> $272.0M). IAPD ↗
$272.0M RAUM · 3 reps · 360-337-2701
Portfolio / reporting / TAMPCRMFinancial planning software
63
WALSH & ASSOCIATES, LLC reported RAUM up 25% ($660.2M -> $827.7M). IAPD ↗
$827.7M RAUM · 9 reps · 941-952-1188
Portfolio / reporting / TAMPCRMFinancial planning software
63
REAP FINANCIAL GROUP, LLC reported RAUM up 27% ($510.2M -> $648.2M). IAPD ↗
$648.2M RAUM · 6 reps · 512-249-7300 · reapfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SEMMAX FINANCIAL ADVISORS, INC. reported RAUM up 25% ($395.3M -> $495.4M). IAPD ↗
$495.4M RAUM · 7 reps · 336-856-0080 · quieroretirarmidinero.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CONCISE CAPITAL MANAGEMENT, L.P. reported RAUM up 29% ($649.9M -> $838.6M). IAPD ↗
$838.6M RAUM · 7 reps · 305-371-4578
Portfolio / reporting / TAMPCRMFinancial planning software
63
QUATTRO ADVISORS L.L.C. reported RAUM up 28% ($516.3M -> $661.7M). IAPD ↗
$661.7M RAUM · 5 reps · (412) 586-5406 · quattro-advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
INTEGRAL WEALTH MANAGEMENT reported RAUM up 26% ($535.8M -> $673.9M). IAPD ↗
$673.9M RAUM · 5 reps · 209-633-3101
Portfolio / reporting / TAMPCRMFinancial planning software
63
NOBLEBRIDGE WEALTH reported RAUM up 40% ($152.9M -> $214.5M). IAPD ↗
$214.5M RAUM · 7 reps · 1-866-798-0354
Portfolio / reporting / TAMPCRMFinancial planning software
63
UDINE WEALTH MANAGEMENT INC. reported RAUM up 26% ($217.3M -> $273.9M). IAPD ↗
$273.9M RAUM · 2 reps · 954-258-4392 · udinewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
UNITED ADVISORS AMERICA reported RAUM up 26% ($353.7M -> $446.5M). IAPD ↗
$446.5M RAUM · 24 reps · 877-443-0610
Portfolio / reporting / TAMPCRMFinancial planning software
63
JOSEPH P. LUCIA & ASSOCIATES, LLC reported RAUM up 28% ($303.3M -> $388.0M). IAPD ↗
$388.0M RAUM · 3 reps · 914-352-6600 · luciaandassociates.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
HOURGLASS CAPITAL, LLC reported RAUM up 28% ($598.5M -> $768.9M). IAPD ↗
$768.9M RAUM · 2 reps · 713-936-0440 · hourglasscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
STRATEGENT FINANCIAL, LLC reported RAUM up 26% ($297.4M -> $374.7M). IAPD ↗
$374.7M RAUM · 4 reps · 540-437-1222 · strategentfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FIDUCIARY CONSULTING GROUP reported RAUM up 66% ($8.87B -> $14.73B). IAPD ↗institutional
$14.73B RAUM · 33 reps · 303-333-7770
Portfolio / reporting / TAMPCRMFinancial planning software
63
CHRISTY CAPITAL MANAGEMENT, INC. reported RAUM up 27% ($295.4M -> $376.3M). IAPD ↗
$376.3M RAUM · 11 reps · 478-314-2160 · christycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PACIFIC RIDGE CAPITAL PARTNERS, LLC reported RAUM up 26% ($392.7M -> $494.6M). IAPD ↗
$494.6M RAUM · 6 reps · 503-886-8970 · pacificridgecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
RMR WEALTH MANAGEMENT reported RAUM up 44% ($135.8M -> $195.4M). IAPD ↗
$195.4M RAUM · 7 reps · 212-785-4377 · rmrwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ROVIN CAPITAL reported RAUM up 29% ($710.7M -> $917.3M). IAPD ↗
$917.3M RAUM · 9 reps · 480-739-2110 · facadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
COGENT STRATEGIC WEALTH LLC reported RAUM up 26% ($265.9M -> $336.0M). IAPD ↗
$336.0M RAUM · 2 reps · 312-382-8388
Portfolio / reporting / TAMPCRMFinancial planning software
63
MBIA CAPITAL ADVISORS reported RAUM up 25% ($232.0M -> $290.2M). IAPD ↗
$290.2M RAUM · 4 reps · 513-324-2201
Portfolio / reporting / TAMPCRMFinancial planning software
63
MILLINGTON FINANCIAL ADVISORS, LLC reported RAUM up 30% ($224.4M -> $291.4M). IAPD ↗
$291.4M RAUM · 5 reps · 630-922-7900 · millingtonfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
EFINANCIAL ALLIANCE, LLC reported RAUM up 29% ($225.8M -> $291.9M). IAPD ↗
$291.9M RAUM · 3 reps · 615-224-8534 · efinancialalliance.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FIDELIS IM reported RAUM up 26% ($243.7M -> $306.1M). IAPD ↗
$306.1M RAUM · 1 reps · 541-770-1311 · fidelisim.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
OPAL ADVISORS reported RAUM up 43% ($121.5M -> $174.0M). IAPD ↗
$174.0M RAUM · 5 reps · 425-835-3276 · opaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRIGHT ROAD WEALTH MANAGEMENT, LLC reported RAUM up 27% ($349.5M -> $443.3M). IAPD ↗
$443.3M RAUM · 10 reps · (907) 339-1555
Portfolio / reporting / TAMPCRMFinancial planning software
63
ORCAM FINANCIAL GROUP, LLC reported RAUM up 42% ($168.3M -> $238.9M). IAPD ↗
$238.9M RAUM · 1 reps · 18582205383 · orcamgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CONSILIUM WEALTH ADVISORY, LLC reported RAUM up 29% ($312.6M -> $404.6M). IAPD ↗
$404.6M RAUM · 4 reps · 214-299-5114 · consilium-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THINAGEE INVESTMENTS INC. reported RAUM up 26% ($210.0M -> $265.4M). IAPD ↗
$265.4M RAUM · 1 reps · 240-235-1846 · thinagee.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LIND CAPITAL PARTNERS reported RAUM up 41% ($167.1M -> $235.0M). IAPD ↗
$235.0M RAUM · 5 reps · 312-878-3830 · lindcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WINDROCK WEALTH MANAGEMENT reported RAUM up 25% ($290.6M -> $363.2M). IAPD ↗
$363.2M RAUM · 4 reps · 312-650-9593 · windrockwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PEAK WEALTH MANAGEMENT, LLC reported RAUM up 27% ($352.0M -> $446.0M). IAPD ↗
$446.0M RAUM · 3 reps · 734-681-7575
Portfolio / reporting / TAMPCRMFinancial planning software
63
PROFUSION PRIVATE WEALTH reported RAUM up 41% ($124.9M -> $175.7M). IAPD ↗
$175.7M RAUM · 3 reps · (314) 441-6107 · ppwadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MCBEATH FINANCIAL GROUP reported RAUM up 29% ($223.2M -> $287.0M). IAPD ↗
$287.0M RAUM · 8 reps · 309-808-2224 · mcbeathfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
X-SQUARE CAPITAL reported RAUM up 28% ($616.9M -> $790.9M). IAPD ↗
$790.9M RAUM · 7 reps · 787-282-1621
Portfolio / reporting / TAMPCRMFinancial planning software
63
FOUNDATION WEALTH MANAGEMENT, LLC reported RAUM up 26% ($326.8M -> $411.9M). IAPD ↗
$411.9M RAUM · 4 reps · (610) 548-7170
Portfolio / reporting / TAMPCRMFinancial planning software
63
ARMSTRONG DIXON reported RAUM up 28% ($350.5M -> $447.5M). IAPD ↗
$447.5M RAUM · 6 reps · 443-563-1111 · armstrongdixon.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL reported RAUM up 25% ($243.2M -> $304.3M). IAPD ↗
$304.3M RAUM · 11 reps · (888) 256-6855
Portfolio / reporting / TAMPCRMFinancial planning software
63
SECURE FINANCIAL MANAGEMENT reported RAUM up 27% ($313.7M -> $399.8M). IAPD ↗
$399.8M RAUM · 4 reps · 210-428-6250
Portfolio / reporting / TAMPCRMFinancial planning software
63
TA CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($343.9M -> $438.9M). IAPD ↗
$438.9M RAUM · 4 reps · 6462905660 · tacapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
TRANSATLANTIQUE PRIVATE WEALTH LLC reported RAUM up 30% ($676.2M -> $878.8M). IAPD ↗
$878.8M RAUM · 10 reps · 212 644 4219
Portfolio / reporting / TAMPCRMFinancial planning software
63
CERDA MUNOZ ADVISORS, INC reported RAUM up 27% ($209.2M -> $265.7M). IAPD ↗
$265.7M RAUM · 3 reps · 562-222-4525
Portfolio / reporting / TAMPCRMFinancial planning software
63
GALLAGHER CAPITAL ADVISORS, LLC reported RAUM up 30% ($202.6M -> $263.1M). IAPD ↗
$263.1M RAUM · 1 reps · (940) 464-0404
Portfolio / reporting / TAMPCRMFinancial planning software
63
NORTH STAR ADVISORY GROUP, LLC reported RAUM up 28% ($226.5M -> $289.1M). IAPD ↗
$289.1M RAUM · 5 reps · 216-202-0202 · nsag.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WRENNE FINANCIAL PLANNING LLC reported RAUM up 29% ($231.3M -> $297.9M). IAPD ↗
$297.9M RAUM · 6 reps · 859-538-6044
Portfolio / reporting / TAMPCRMFinancial planning software
63
WEALTHBUILDERS INVESTMENTS reported RAUM up 41% ($122.3M -> $172.6M). IAPD ↗
$172.6M RAUM · 6 reps · 972-719-2557 · thekingdomfinanceshow.buzzsprout.co
Portfolio / reporting / TAMPCRMFinancial planning software
63
PROFESSIONAL FINANCIAL ADVISORS, LLC reported RAUM up 25% ($614.1M -> $769.8M). IAPD ↗
$769.8M RAUM · 7 reps · 308-534-8210
Portfolio / reporting / TAMPCRMFinancial planning software
63
STONE PINE FINANCIAL PARTNERS reported RAUM up 29% ($199.0M -> $256.8M). IAPD ↗
$256.8M RAUM · 4 reps · 610-565-9181 · stonepinefinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CASTLEVIEW PARTNERS, LLC reported RAUM up 26% ($331.2M -> $416.9M). IAPD ↗
$416.9M RAUM · 12 reps · 214-710-1995 · castleviewpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CURRAN FINANCIAL PARTNERS, LLC reported RAUM up 26% ($592.9M -> $749.4M). IAPD ↗
$749.4M RAUM · 10 reps · (843) 300-1182
Portfolio / reporting / TAMPCRMFinancial planning software
63
POLARIS FINANCIAL, LLC reported RAUM up 41% ($49.6M -> $70.2M). IAPD ↗
$70.2M RAUM · 2 reps · 7089960213 · polarisportfolios.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PROSPERITEA PLANNING reported RAUM up 42% ($125.0M -> $176.9M). IAPD ↗
$176.9M RAUM · 4 reps · 413-829-4832
Portfolio / reporting / TAMPCRMFinancial planning software
63
PENNEY FINANCIAL reported RAUM up 29% ($236.1M -> $303.5M). IAPD ↗
$303.5M RAUM · 3 reps · 713-300-5165
Portfolio / reporting / TAMPCRMFinancial planning software
63
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. reported RAUM up 42% ($53.9M -> $76.6M). IAPD ↗
$76.6M RAUM · 0 reps · 440-899-1121
Portfolio / reporting / TAMPCRMFinancial planning software
63
AQUILANT ADVISORS reported RAUM up 29% ($215.6M -> $278.8M). IAPD ↗
$278.8M RAUM · 2 reps · 314-309-2078 · aquilantadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
KINETIC INVESTMENT MANAGEMENT, INC. reported RAUM up 29% ($348.2M -> $450.9M). IAPD ↗
$450.9M RAUM · 21 reps · (800) 711-4818
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRAVE EAGLE WEALTH MANAGEMENT reported RAUM up 40% ($72.0M -> $101.0M). IAPD ↗
$101.0M RAUM · 2 reps · 212-918-4746 · braveeaglewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PLUM STREET ADVISORS, LLC reported RAUM up 29% ($359.4M -> $462.8M). IAPD ↗
$462.8M RAUM · 5 reps · 504-517-5107
Portfolio / reporting / TAMPCRMFinancial planning software
63
DECKER RETIREMENT PLANNING INC. reported RAUM up 26% ($285.1M -> $359.9M). IAPD ↗
$359.9M RAUM · 7 reps · 855-425-4566
Portfolio / reporting / TAMPCRMFinancial planning software
63
RETIREWISE TAX AND WEALTH ADVISORS, INC. reported RAUM up 43% ($170.1M -> $242.8M). IAPD ↗
$242.8M RAUM · 7 reps · 785-228-1234
Portfolio / reporting / TAMPCRMFinancial planning software
63
MAXIMAI INVESTMENT PARTNERS, LLC reported RAUM up 29% ($538.7M -> $695.8M). IAPD ↗
$695.8M RAUM · 5 reps · 786-332-6050 · maximaipartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ELITE INCOME ADVISORS, INC. reported RAUM up 42% ($150.1M -> $213.4M). IAPD ↗
$213.4M RAUM · 6 reps · 443-274-3002
Portfolio / reporting / TAMPCRMFinancial planning software
63
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC reported RAUM up 30% ($215.1M -> $279.5M). IAPD ↗
$279.5M RAUM · 3 reps · (720) 287-0918
Portfolio / reporting / TAMPCRMFinancial planning software
63
G2 CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($596.1M -> $756.5M). IAPD ↗
$756.5M RAUM · 5 reps · (614) 484-1400 · g2capital.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
SPECTRA INVESTMENT MANAGEMENT, LLC reported RAUM up 26% ($243.7M -> $306.8M). IAPD ↗
$306.8M RAUM · 3 reps · (772) 324-5640
Portfolio / reporting / TAMPCRMFinancial planning software
63
HAMILTON WEALTH, LLC reported RAUM up 26% ($553.7M -> $697.8M). IAPD ↗
$697.8M RAUM · 3 reps · 747-208-4300
Portfolio / reporting / TAMPCRMFinancial planning software
63
ASTON CAPITAL MANAGEMENT reported RAUM up 29% ($553.8M -> $711.8M). IAPD ↗
$711.8M RAUM · 3 reps · 305 722 5989 · astoncapital.net
Portfolio / reporting / TAMPCRMFinancial planning software
63
WEALTH ADVISORS GROUP, LLC reported RAUM up 29% ($215.9M -> $278.5M). IAPD ↗
$278.5M RAUM · 2 reps · 319-626-3589
Portfolio / reporting / TAMPCRMFinancial planning software
63
FDI WEALTH MANAGEMENT, LLC reported RAUM up 29% ($219.3M -> $283.8M). IAPD ↗
$283.8M RAUM · 3 reps · 561-875-7673 · fdinternational.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CLEAR RETIREMENT ADVICE LLC reported RAUM up 42% ($108.2M -> $153.4M). IAPD ↗
$153.4M RAUM · 1 reps · 650-446-5440 · clearretirementadvice.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
SHORE POINT ADVISORS, LLC reported RAUM up 28% ($257.0M -> $327.7M). IAPD ↗
$327.7M RAUM · 4 reps · 732-876-3777
Portfolio / reporting / TAMPCRMFinancial planning software
63
CANTON HATHAWAY LLC reported RAUM up 29% ($672.7M -> $866.1M). IAPD ↗
$866.1M RAUM · 5 reps · 401-433-7800 · cantonhathaway.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ASIO CAPITAL LLC reported RAUM up 30% ($621.5M -> $805.1M). IAPD ↗
$805.1M RAUM · 6 reps · 859-785-4130 · asiocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WOOD TARVER FINANCIAL reported RAUM up 25% ($390.3M -> $489.0M). IAPD ↗
$489.0M RAUM · 2 reps · 208-343-2001 · woodtarverfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WEALTHFD reported RAUM up 42% ($61.9M -> $87.8M). IAPD ↗
$87.8M RAUM · 3 reps · 215-671-6660
Portfolio / reporting / TAMPCRMFinancial planning software
63
KENNONDALE CAPITAL MANAGEMENT reported RAUM up 41% ($100.4M -> $141.9M). IAPD ↗
$141.9M RAUM · 3 reps · (804) 350-3368 · kennondale.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
RM PRIVATE WEALTH MANAGEMENT reported RAUM up 27% ($268.7M -> $340.9M). IAPD ↗
$340.9M RAUM · 1 reps · 571-332-7618 · rmpwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HUDSON VALUE PARTNERS, LLC reported RAUM up 28% ($530.7M -> $678.3M). IAPD ↗
$678.3M RAUM · 4 reps · 646-343-9772
Portfolio / reporting / TAMPCRMFinancial planning software
63
CONVERGENCE FINANCIAL reported RAUM up 29% ($703.4M -> $904.0M). IAPD ↗
$904.0M RAUM · 13 reps · (573) 818-2264 · convergencemn.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PRESIDIO CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($397.4M -> $498.9M). IAPD ↗
$498.9M RAUM · 9 reps · 858-461-4959 · presidiocm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
EAGLE BLUFFS WEALTH MANAGEMENT LLC reported RAUM up 27% ($230.9M -> $294.2M). IAPD ↗
$294.2M RAUM · 4 reps · (573) 507-9084 · eaglebluffs.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
REVERE CAPITAL MANAGEMENT LP reported RAUM up 44% ($96.5M -> $138.7M). IAPD ↗
$138.7M RAUM · 15 reps · 214-227-9337 · reverecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FOURTH DIMENSION WEALTH, LLC reported RAUM up 26% ($283.6M -> $356.4M). IAPD ↗
$356.4M RAUM · 10 reps · 440-664-4045 · lakepointeadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
46 PEAKS INVESTMENT ADVISORY GROUP reported RAUM up 28% ($212.3M -> $272.1M). IAPD ↗
$272.1M RAUM · 3 reps · 215-497-8310 · 46peaks.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
GREY FOX WEALTH ADVISORS, LLC reported RAUM up 28% ($544.1M -> $698.8M). IAPD ↗
$698.8M RAUM · 8 reps · 302-482-3211
Portfolio / reporting / TAMPCRMFinancial planning software
63
ACT CAPITAL MANAGEMENT, LLC reported RAUM up 42% ($115.1M -> $163.9M). IAPD ↗
$163.9M RAUM · 2 reps · 610-688-2833 · actcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
THREE CORD TRUE WEALTH MANAGEMENT, LLC reported RAUM up 26% ($252.2M -> $317.9M). IAPD ↗
$317.9M RAUM · 7 reps · 724-683-3456 · 3ctruewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FORTRESS WEALTH PLANNING reported RAUM up 29% ($615.7M -> $793.9M). IAPD ↗
$793.9M RAUM · 5 reps · 904-301-4545 · fortresswealthplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
RIDGELINE WEALTH PLANNING LLC reported RAUM up 29% ($200.5M -> $259.6M). IAPD ↗
$259.6M RAUM · 5 reps · (937)-739-3744 · ridgelinewealthplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PMV CAPITAL ADVISERS, LLC reported RAUM up 42% ($92.8M -> $132.0M). IAPD ↗
$132.0M RAUM · 3 reps · 972-850-0146
Portfolio / reporting / TAMPCRMFinancial planning software
63
AMARA FINANCIAL, LLC reported RAUM up 25% ($200.1M -> $250.5M). IAPD ↗
$250.5M RAUM · 2 reps · 415-319-1071 · amarafinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
FORTRESS WEALTH GROUP reported RAUM up 27% ($345.0M -> $439.1M). IAPD ↗
$439.1M RAUM · 5 reps · 407-999-8998
Portfolio / reporting / TAMPCRMFinancial planning software
63
HF ADVISORY GROUP, LLC reported RAUM up 28% ($250.4M -> $321.5M). IAPD ↗
$321.5M RAUM · 2 reps · (410)-571-1415 · hfadvisorygroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
RISE ADVISORS, LLC reported RAUM up 29% ($340.9M -> $441.2M). IAPD ↗
$441.2M RAUM · 7 reps · 585-565-3444
Portfolio / reporting / TAMPCRMFinancial planning software
63
DRIVEN INVESTMENTS LLC reported RAUM up 42% ($168.6M -> $239.2M). IAPD ↗
$239.2M RAUM · 8 reps · 844-932-3272
Portfolio / reporting / TAMPCRMFinancial planning software
63
OPTIMA CAPITAL LLC reported RAUM up 30% ($292.8M -> $379.8M). IAPD ↗
$379.8M RAUM · 7 reps · 503-270-1314 · premier.network
Portfolio / reporting / TAMPCRMFinancial planning software
63
TOWER WEALTH PARTNERS reported RAUM up 26% ($350.5M -> $440.4M). IAPD ↗
$440.4M RAUM · 3 reps · (570) 524-7200
Portfolio / reporting / TAMPCRMFinancial planning software
63
LOGAN STONE reported RAUM up 29% ($513.1M -> $664.3M). IAPD ↗
$664.3M RAUM · 3 reps · 312-858-1670 · loganstonecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DESTINY ADVISORS LLC reported RAUM up 530% ($70.0M -> $441.4M). IAPD ↗institutional
$441.4M RAUM · 1 reps · 415-639-9966
Portfolio / reporting / TAMPCRMFinancial planning software
63
SAIPH CAPITAL, LLC reported RAUM up 27% ($361.4M -> $459.4M). IAPD ↗
$459.4M RAUM · 3 reps · 201-215-0199
Portfolio / reporting / TAMPCRMFinancial planning software
63
UNIQUE WEALTH, LLC reported RAUM up 26% ($766.5M -> $965.6M). IAPD ↗
$965.6M RAUM · 12 reps · 813-816-2030 · uniquewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PARAGON PRIVATE WEALTH MANAGEMENT LLC reported RAUM up 29% ($354.9M -> $457.9M). IAPD ↗
$457.9M RAUM · 2 reps · 859-300-3985 · paragonmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
TFP MANAGEMENT, LLC reported RAUM up 25% ($217.7M -> $273.0M). IAPD ↗
$273.0M RAUM · 3 reps · 563-359-8783 · truefinancialpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ROOTED WEALTH ADVISORS reported RAUM up 28% ($318.3M -> $408.8M). IAPD ↗
$408.8M RAUM · 8 reps · 866.766.8332
Portfolio / reporting / TAMPCRMFinancial planning software
63
INNOVATIVE WEALTH BUILDING LLC reported RAUM up 25% ($525.0M -> $657.2M). IAPD ↗
$657.2M RAUM · 8 reps · 240-237-8086 · innovativewealthbuilding.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PROATHLETE WEALTH MANAGEMENT LLC reported RAUM up 29% ($312.0M -> $402.2M). IAPD ↗
$402.2M RAUM · 3 reps · 561-988-5540 · pawm.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
COLLECTIVE WEALTH PARTNERS, LLC reported RAUM up 41% ($42.5M -> $59.9M). IAPD ↗
$59.9M RAUM · 6 reps · (404) 633-9952 · collectivewealthpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
RPO LLC reported RAUM up 29% ($292.9M -> $377.1M). IAPD ↗
$377.1M RAUM · 4 reps · 203-485-8800
Portfolio / reporting / TAMPCRMFinancial planning software
63
SECOND 50 FINANCIAL reported RAUM up 26% ($271.5M -> $341.6M). IAPD ↗
$341.6M RAUM · 3 reps · 424-260-1551
Portfolio / reporting / TAMPCRMFinancial planning software
63
BUNKER reported RAUM up 45% ($20.2M -> $29.2M). IAPD ↗
$29.2M RAUM · 2 reps · + 1 510 738 3310
Portfolio / reporting / TAMPCRMFinancial planning software
63
AJ ADVISORS reported RAUM up 30% ($303.5M -> $393.9M). IAPD ↗
$393.9M RAUM · 3 reps · 615-709-8709
Portfolio / reporting / TAMPCRMFinancial planning software
63
BG AMERICA LLC reported RAUM up 179% ($111.3M -> $311.1M). IAPD ↗institutional
$311.1M RAUM · 5 reps · (212)8372300
Portfolio / reporting / TAMPCRMFinancial planning software
63
KURV INVESTMENT MANAGEMENT LLC reported RAUM up 622% ($38.7M -> $279.2M). IAPD ↗institutional
$279.2M RAUM · 2 reps · 888-393-5878
Portfolio / reporting / TAMPCRMFinancial planning software
63
FEG CURIO INVESTMENT PARTNERS, LLC reported RAUM up 41% ($138.3M -> $195.3M). IAPD ↗
$195.3M RAUM · 5 reps · 513-977-4400 · feg.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BRAZOS WEALTH ADVISORS LLC reported RAUM up 40% ($130.8M -> $183.7M). IAPD ↗
$183.7M RAUM · 2 reps · 682-350-1055
Portfolio / reporting / TAMPCRMFinancial planning software
63
ABLE FINANCIAL GROUP, LLC reported RAUM up 28% ($571.0M -> $732.9M). IAPD ↗
$732.9M RAUM · 9 reps · 480-258-6104 · ablefinancialgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
MEMBERS WEALTH LLC reported RAUM up 29% ($217.3M -> $279.6M). IAPD ↗
$279.6M RAUM · 6 reps · 267-367-5453 · memberswealthllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
VARRA FINANCIAL reported RAUM up 29% ($237.5M -> $305.6M). IAPD ↗
$305.6M RAUM · 7 reps · 303 665 2822
Portfolio / reporting / TAMPCRMFinancial planning software
63
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC reported RAUM up 30% ($263.9M -> $342.8M). IAPD ↗
$342.8M RAUM · 4 reps · 626-689-7181
Portfolio / reporting / TAMPCRMFinancial planning software
63
WAGNER WEALTH MANAGEMENT, CORP. reported RAUM up 42% ($104.7M -> $148.7M). IAPD ↗
$148.7M RAUM · 3 reps · 570-987-6244 · wwmcorp.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HATCH COVE CAPITAL, LLC reported RAUM up 133% ($125.4M -> $291.5M). IAPD ↗institutional
$291.5M RAUM · 2 reps · 708-617-2410 · hatchcovecapitalllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CAP SIX ADVISORS reported RAUM up 27% ($268.2M -> $340.8M). IAPD ↗
$340.8M RAUM · 3 reps · 281-671-7982 · cap-six.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
PRECEDENT WEALTH PARTNERS, LLC reported RAUM up 28% ($535.6M -> $685.0M). IAPD ↗
$685.0M RAUM · 5 reps · (713)244-6450 · precedentwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
IH2 ADVISORS & COMPANY reported RAUM up 153% ($105.0M -> $265.3M). IAPD ↗institutional
$265.3M RAUM · 3 reps · 302-345-6404 · incadense.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ACCELERATE RETIREMENT reported RAUM up 30% ($242.8M -> $315.4M). IAPD ↗
$315.4M RAUM · 31 reps · 888-439-7071
Portfolio / reporting / TAMPCRMFinancial planning software
63
ACADIA INFRASTRUCTURE CAPITAL LP reported RAUM up 169% ($107.4M -> $288.6M). IAPD ↗institutional
$288.6M RAUM · 10 reps · 6464992075 · acadiainfrastructure.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
DYNAMIC WEALTH GROUP reported RAUM up 92% ($138.9M -> $266.2M). IAPD ↗institutional
$266.2M RAUM · 4 reps · 702-602-4007
Portfolio / reporting / TAMPCRMFinancial planning software
63
GAINLINE FINANCIAL PARTNERS, LLC reported RAUM up 28% ($273.1M -> $348.6M). IAPD ↗
$348.6M RAUM · 3 reps · 720-548-4391
Portfolio / reporting / TAMPCRMFinancial planning software
63
SALUS FINANCIAL ADVISORS reported RAUM up 29% ($203.1M -> $262.6M). IAPD ↗
$262.6M RAUM · 5 reps · (612) 747-9420 · salusfinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CION GROSVENOR MANAGEMENT, LLC reported RAUM up 332784% ($100,696 -> $335.2M). IAPD ↗institutional
$335.2M RAUM · 2 reps · 646-253-8235 · cioninvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
APOLLO S3 RIC MANAGEMENT, L.P. reported RAUM up 160% ($163.2M -> $423.8M). IAPD ↗institutional
$423.8M RAUM · 912 reps · 212-515-3200
Portfolio / reporting / TAMPCRMFinancial planning software
63
FELLOWSHIP FINANCIAL PLANNING reported RAUM up 28% ($362.4M -> $465.3M). IAPD ↗
$465.3M RAUM · 7 reps · 5094739483 · fellowshipfinancialplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
BONA FIDE WEALTH reported RAUM up 42% ($101.6M -> $144.2M). IAPD ↗
$144.2M RAUM · 1 reps · 512-882-3899 · bonafide-wealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LAFISE GLOBAL ADVISORS LLC reported RAUM up 28% ($544.5M -> $699.0M). IAPD ↗
$699.0M RAUM · 1 reps · 305-374-6001
Portfolio / reporting / TAMPCRMFinancial planning software
63
BAYPOINTE PARTNERS, LLC reported RAUM up 147% ($109.3M -> $270.5M). IAPD ↗institutional
$270.5M RAUM · 2 reps · 516-381-5246
Portfolio / reporting / TAMPCRMFinancial planning software
63
QTR FAMILY WEALTH, LLC reported RAUM up 29% ($582.8M -> $749.3M). IAPD ↗
$749.3M RAUM · 6 reps · 407-745-0715 · qtrfamily.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
LEE-KELLEHER WEALTH MANAGEMENT reported RAUM up 27% ($198.9M -> $252.4M). IAPD ↗
$252.4M RAUM · 3 reps · 301-450-2617 · lkwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
HARBORFRONT FINANCIAL GROUP reported RAUM up 43% ($104.2M -> $149.0M). IAPD ↗
$149.0M RAUM · 4 reps · 231-843-1516 · custerfinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
WISDOM FIXED INCOME MANAGEMENT reported RAUM up 190% ($155.6M -> $451.0M). IAPD ↗institutional
$451.0M RAUM · 1 reps · 214-871-5200 · wisdomfixedincome.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
IDIRECT PRIVATE CREDIT ADVISORS LLC reported RAUM up 2147% ($12.9M -> $290.9M). IAPD ↗institutional
$290.9M RAUM · 21 reps · 212-994-7400 · icapitalnetwork.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
RECKONER CAPITAL MANAGEMENT LLC reported RAUM up 94% ($141.1M -> $273.4M). IAPD ↗institutional
$273.4M RAUM · 8 reps · 212-597-2500 · reckoner.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CLARION WEALTH MANAGEMENT PARTNERS reported RAUM up 26% ($312.4M -> $394.8M). IAPD ↗
$394.8M RAUM · 4 reps · (703) 631-4800
Portfolio / reporting / TAMPCRMFinancial planning software
63
WARNER WEALTH reported RAUM up 26% ($362.8M -> $458.5M). IAPD ↗
$458.5M RAUM · 7 reps · 203-929-2727 · warnerwealthct.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
CAMBIENT FAMILY OFFICE, LLC reported RAUM up 28% ($668.8M -> $857.9M). IAPD ↗
$857.9M RAUM · 3 reps · (616) 330-2270 · cambient.com
Portfolio / reporting / TAMPCRMFinancial planning software
63
ACTIVE WEALTH ADVISORS reported RAUM up 43% ($52.6M -> $75.4M). IAPD ↗
$75.4M RAUM · 1 reps · 551-502-2266 · activewealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ZERMATT WEALTH PARTNERS reported RAUM up 36% ($116.0M -> $158.4M). IAPD ↗
$158.4M RAUM · 4 reps · 619-491-0225
Portfolio / reporting / TAMPCRMFinancial planning software
62
ROBERT PRISKE, LLC reported RAUM up 38% ($159.1M -> $219.9M). IAPD ↗
$219.9M RAUM · 2 reps · 735-8882 · robertpriske.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC reported RAUM up 36% ($46.1M -> $62.9M). IAPD ↗
$62.9M RAUM · 4 reps · 212-287-1552 · corinthianpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
SEAMANS CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($124.8M -> $170.7M). IAPD ↗
$170.7M RAUM · 2 reps · 781-890-5225 · seamansholdings.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
GCI FINANCIAL GROUP reported RAUM up 38% ($105.1M -> $145.1M). IAPD ↗
$145.1M RAUM · 3 reps · 973-543-2133 · gcifg.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
FOREVER FINANCIAL ADVISORS, LLC reported RAUM up 36% ($52.9M -> $72.2M). IAPD ↗
$72.2M RAUM · 1 reps · 585-598-1377 · foreverfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
TAURUS CAPITAL ADVISORS, LLC reported RAUM up 38% ($167.2M -> $231.4M). IAPD ↗
$231.4M RAUM · 4 reps · 503-756-2972
Portfolio / reporting / TAMPCRMFinancial planning software
62
WISCONSIN WEALTH ADVISORS, LLC reported RAUM up 38% ($114.2M -> $157.6M). IAPD ↗
$157.6M RAUM · 3 reps · 608-837-9099 · wiwealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
QUISH reported RAUM up 36% ($113.4M -> $154.2M). IAPD ↗
$154.2M RAUM · 1 reps · 303-523-6122 · quishco.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
APOLLO CREDIT MANAGEMENT, LLC reported RAUM up 60% ($18.71B -> $29.97B). IAPD ↗institutional
$29.97B RAUM · 912 reps · 212-515-3200
Portfolio / reporting / TAMPCRMFinancial planning software
62
HIGHPASS ASSET MANAGEMENT LLC reported RAUM up 39% ($156.7M -> $218.2M). IAPD ↗
$218.2M RAUM · 2 reps · 303-357-4602 · highpassasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
BREVAN HOWARD US INVESTMENT MANAGEMENT LP reported RAUM up 64% ($20.92B -> $34.39B). IAPD ↗institutional
$34.39B RAUM · 114 reps · 212-602-7800
Portfolio / reporting / TAMPCRMFinancial planning software
62
INVESTABLE WEALTH, LLC reported RAUM up 39% ($79.0M -> $110.0M). IAPD ↗
$110.0M RAUM · 2 reps · 801-317-8222
Portfolio / reporting / TAMPCRMFinancial planning software
62
ALLIANT RETIREMENT CONSULTING reported RAUM up 64% ($4.49B -> $7.37B). IAPD ↗institutional
$7.37B RAUM · 30 reps · (713) 470-4208 · alliantretirementconsulting.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
DEDICATED CAPITAL ADVISORS, LLC reported RAUM up 36% ($119.2M -> $162.5M). IAPD ↗
$162.5M RAUM · 2 reps · 415-765-1778 · dedicated-cap.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
OCTAVEWEALTH reported RAUM up 36% ($22.1M -> $30.0M). IAPD ↗
$30.0M RAUM · 2 reps · (855) 962-8283 · octavewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PNC STEEL CITY ADVISORS, LLC reported RAUM up 60% ($1.70B -> $2.72B). IAPD ↗institutional
$2.72B RAUM · 12 reps · 312-454-2922
Portfolio / reporting / TAMPCRMFinancial planning software
62
BRIA CAPITAL GROUP, LLC reported RAUM up 37% ($113.4M -> $155.1M). IAPD ↗
$155.1M RAUM · 3 reps · 813-448-1122 · briacg.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
STONE STEPS FINANCIAL, LLC reported RAUM up 39% ($105.4M -> $146.6M). IAPD ↗
$146.6M RAUM · 4 reps · 760-456-7147
Portfolio / reporting / TAMPCRMFinancial planning software
62
VELTRIA ADVISORS CORP. reported RAUM up 37% ($82.5M -> $113.2M). IAPD ↗
$113.2M RAUM · 2 reps · (305) 318-7172
Portfolio / reporting / TAMPCRMFinancial planning software
62
EVERSPIRE reported RAUM up 37% ($181.1M -> $247.7M). IAPD ↗
$247.7M RAUM · 15 reps · 801-545-8706 · synchronywealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
WINTHROP PARTNERS - EPA, LLC reported RAUM up 37% ($59.8M -> $82.2M). IAPD ↗
$82.2M RAUM · 3 reps · 267-454-4585
Portfolio / reporting / TAMPCRMFinancial planning software
62
FIRST AMERICAN ASSET ADVISORY, LLC reported RAUM up 37% ($140.2M -> $191.8M). IAPD ↗
$191.8M RAUM · 6 reps · (516) 622-3100 · firstaaa.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
KUHN CAPITAL PARTNERS reported RAUM up 35% ($125.8M -> $169.9M). IAPD ↗
$169.9M RAUM · 5 reps · 800-674-3217
Portfolio / reporting / TAMPCRMFinancial planning software
62
FPFOCO reported RAUM up 38% ($110.0M -> $151.7M). IAPD ↗
$151.7M RAUM · 3 reps · 970-225-0504
Portfolio / reporting / TAMPCRMFinancial planning software
62
ADVANCED PORTFOLIO STRATEGIES reported RAUM up 37% ($158.7M -> $217.4M). IAPD ↗
$217.4M RAUM · 4 reps · (310) 776-6549
Portfolio / reporting / TAMPCRMFinancial planning software
62
KEENAN FINANCIAL reported RAUM up 37% ($148.0M -> $202.5M). IAPD ↗
$202.5M RAUM · 26 reps · (978) 270-1193
Portfolio / reporting / TAMPCRMFinancial planning software
62
APOLLO CAPITAL CREDIT ADVISER, LLC reported RAUM up 63% ($1.44B -> $2.35B). IAPD ↗institutional
$2.35B RAUM · 912 reps · (212) 515-3200 · apollo.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
BUCKET LIST WEALTH MANAGEMENT, LLC reported RAUM up 38% ($162.6M -> $224.2M). IAPD ↗
$224.2M RAUM · 2 reps · 352-307-8652 · bucketlistwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
CIRRUS CAPITAL LLC reported RAUM up 37% ($124.3M -> $170.4M). IAPD ↗
$170.4M RAUM · 5 reps · 248-290-6222
Portfolio / reporting / TAMPCRMFinancial planning software
62
PRESTON INVESTMENTS reported RAUM up 35% ($146.3M -> $197.7M). IAPD ↗
$197.7M RAUM · 3 reps · 928-757-1600 · prestoninvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PLANVEST FINANCIAL, INC. reported RAUM up 40% ($126.0M -> $175.9M). IAPD ↗
$175.9M RAUM · 6 reps · (301) 977-7123
Portfolio / reporting / TAMPCRMFinancial planning software
62
CENTENNIAL ADVISORS, LLC reported RAUM up 40% ($169.8M -> $237.3M). IAPD ↗
$237.3M RAUM · 9 reps · (512) 265-5000 · iwanttoretirewell.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
TOWN CAPITAL reported RAUM up 38% ($121.9M -> $168.8M). IAPD ↗
$168.8M RAUM · 2 reps · 410-864-0209
Portfolio / reporting / TAMPCRMFinancial planning software
62
CLP ASSET MANAGEMENT, LLC reported RAUM up 36% ($127.7M -> $173.8M). IAPD ↗
$173.8M RAUM · 1 reps · 630-272-6321
Portfolio / reporting / TAMPCRMFinancial planning software
62
ILLUMINATE WEALTH MANAGEMENT reported RAUM up 40% ($120.1M -> $167.6M). IAPD ↗
$167.6M RAUM · 2 reps · 847-595-1315 · illuminatewm.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
REFLECTION ASSET MANAGEMENT reported RAUM up 39% ($164.9M -> $228.9M). IAPD ↗
$228.9M RAUM · 2 reps · 617-584-4042 · wmnomics.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
KDHB V CAPITAL MANAGEMENT, LLC reported RAUM up 39% ($39.5M -> $54.8M). IAPD ↗
$54.8M RAUM · 1 reps · 404-815-4533
Portfolio / reporting / TAMPCRMFinancial planning software
62
GRANTVEST FINANCIAL GROUP LLC reported RAUM up 35% ($170.0M -> $230.0M). IAPD ↗
$230.0M RAUM · 5 reps · (732) 970-6659 · grantvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
RWM CAPITAL, LLC reported RAUM up 38% ($161.4M -> $222.4M). IAPD ↗
$222.4M RAUM · 21 reps · 832-981-7000
Portfolio / reporting / TAMPCRMFinancial planning software
62
VILGA FINANCIAL PLANNING LLC reported RAUM up 36% ($124.7M -> $169.3M). IAPD ↗
$169.3M RAUM · 2 reps · (201) 300-6097 · vilga.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
SIKORSKI WEALTH MANAGEMENT, LLC reported RAUM up 36% ($102.7M -> $139.6M). IAPD ↗
$139.6M RAUM · 3 reps · 619-363-6007 · sikorskiwealthmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
GOLDEN ROAD ADVISORS LLC reported RAUM up 40% ($170.0M -> $237.7M). IAPD ↗
$237.7M RAUM · 3 reps · 813-491-1593 · goldenroadadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
DMLO WEALTH PLANNING, LLC reported RAUM up 38% ($21.9M -> $30.4M). IAPD ↗
$30.4M RAUM · 5 reps · (502) 813-2100 · dmlowealthplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
KESTRA INVESTMENT MANAGEMENT, LLC. reported RAUM up 65% ($2.62B -> $4.31B). IAPD ↗institutional
$4.31B RAUM · 13 reps · 844-553-7872
Portfolio / reporting / TAMPCRMFinancial planning software
62
SENIOR TAX ADVISORY GROUP, INC. reported RAUM up 39% ($88.5M -> $122.8M). IAPD ↗
$122.8M RAUM · 4 reps · 719-596-4844
Portfolio / reporting / TAMPCRMFinancial planning software
62
BURGESS INVESTMENT GROUP, LLC reported RAUM up 35% ($109.0M -> $147.1M). IAPD ↗
$147.1M RAUM · 7 reps · 864-920-3155 · retirerightuniversity.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
LUMIERE FINANCIAL reported RAUM up 38% ($59.9M -> $82.7M). IAPD ↗
$82.7M RAUM · 5 reps · (212) 516-5900
Portfolio / reporting / TAMPCRMFinancial planning software
62
HALLSTATT ADVISORS L.P. reported RAUM up 38% ($156.0M -> $214.6M). IAPD ↗
$214.6M RAUM · 2 reps · 212-804-9085
Portfolio / reporting / TAMPCRMFinancial planning software
62
SG TRADING SOLUTIONS, LLC reported RAUM up 70% ($535.2M -> $911.7M). IAPD ↗institutional
$911.7M RAUM · 3 reps · (801) 683-2856
Portfolio / reporting / TAMPCRMFinancial planning software
62
HPS ADVISORS, LLC reported RAUM up 62% ($17.64B -> $28.55B). IAPD ↗institutional
$28.55B RAUM · 402 reps · 212-287-6767
Portfolio / reporting / TAMPCRMFinancial planning software
62
BLALOCK WILLIAMS, LLC reported RAUM up 38% ($176.2M -> $242.6M). IAPD ↗
$242.6M RAUM · 2 reps · (256) 444-6256
Portfolio / reporting / TAMPCRMFinancial planning software
62
HYJC CAPITAL OF WNY reported RAUM up 38% ($59.8M -> $82.6M). IAPD ↗
$82.6M RAUM · 2 reps · 585-261-4435 · hywealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ECHELONS CAPITAL, LLC reported RAUM up 37% ($127.1M -> $174.4M). IAPD ↗
$174.4M RAUM · 2 reps · 706-372-4218 · echelonscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
1015 CAPITAL PARTNERS, LLC reported RAUM up 36% ($110.2M -> $150.4M). IAPD ↗
$150.4M RAUM · 2 reps · 610-574-7036 · 1015capitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
DLK INVESTMENT ADVISORS, LLC reported RAUM up 40% ($100.7M -> $140.7M). IAPD ↗
$140.7M RAUM · 2 reps · 206.203.0010
Portfolio / reporting / TAMPCRMFinancial planning software
62
RESHAPE WEALTH reported RAUM up 35% ($171.9M -> $232.2M). IAPD ↗
$232.2M RAUM · 1 reps · 646-626-7902 · reshapewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
STEELE STREET CAPITAL LLC reported RAUM up 38% ($101.7M -> $140.5M). IAPD ↗
$140.5M RAUM · 2 reps · 207-475-0060 · steelestreetcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
HAMPTON ROCK WEALTH MANAGEMENT reported RAUM up 35% ($142.1M -> $192.4M). IAPD ↗
$192.4M RAUM · 5 reps · 512-256-9272 · hamptonrock.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
TRUE WEALTH GROUP reported RAUM up 40% ($108.5M -> $151.4M). IAPD ↗
$151.4M RAUM · 2 reps · 541-588-5008 · mytruewealthgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
PERSPECTIVE WEALTH ADVISORS reported RAUM up 40% ($113.1M -> $158.0M). IAPD ↗
$158.0M RAUM · 4 reps · 970-732-7975
Portfolio / reporting / TAMPCRMFinancial planning software
62
BQS FINANCIAL ADVISORS, LLC reported RAUM up 37% ($165.0M -> $226.4M). IAPD ↗
$226.4M RAUM · 5 reps · 917-939-0632
Portfolio / reporting / TAMPCRMFinancial planning software
62
ELKWATER CAPITAL reported RAUM up 36% ($32.9M -> $44.8M). IAPD ↗
$44.8M RAUM · 1 reps · 212-347-7385 · elkwatercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
ALTERIS CAPITAL PARTNERS, LLC reported RAUM up 38% ($101.2M -> $139.5M). IAPD ↗
$139.5M RAUM · 3 reps · 832-649-8111
Portfolio / reporting / TAMPCRMFinancial planning software
62
WLTH CAPITAL MANAGEMENT, LLC reported RAUM up 36% ($168.9M -> $229.8M). IAPD ↗
$229.8M RAUM · 2 reps · 480-795-4475 · wlthcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
STONE LOFT WEALTH MANAGEMENT LLC reported RAUM up 35% ($102.6M -> $138.6M). IAPD ↗
$138.6M RAUM · 1 reps · (610) 812-9867 · stoneloftwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
62
XCEPTION FAMILY OFFICE reported RAUM up 36% ($138.7M -> $189.3M). IAPD ↗
$189.3M RAUM · 2 reps · 404-547-0223
Portfolio / reporting / TAMPCRMFinancial planning software
61
MUTUAL OF OMAHA INVESTOR SERVICES, INC. reported RAUM up 32% ($24.4M -> $32.0M). IAPD ↗
$32.0M RAUM · 285 reps · 402-351-3102 · mutualofomaha.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
FINANCIAL CONSULTANTS GROUP INC reported RAUM up 35% ($139.9M -> $188.2M). IAPD ↗
$188.2M RAUM · 4 reps · 770-627-2121
Portfolio / reporting / TAMPCRMFinancial planning software
61
PROFUND ADVISORS LLC reported RAUM up 58% ($3.30B -> $5.20B). IAPD ↗institutional
$5.20B RAUM · 35 reps · (240) 497-6400 · profunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
R & R FINANCIAL PLANNERS, INC. reported RAUM up 30% ($46.2M -> $60.1M). IAPD ↗
$60.1M RAUM · 2 reps · 516-222-8850 · randrfinancialplanners.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BLACK HILL CAPITAL PARTNERS, LLC reported RAUM up 31% ($51.8M -> $67.7M). IAPD ↗
$67.7M RAUM · 1 reps · (415) 829-4246 · blackhill-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PHASE III ADVISORY SERVICES, LTD reported RAUM up 30% ($162.2M -> $210.9M). IAPD ↗
$210.9M RAUM · 3 reps · 847-520-5545
Portfolio / reporting / TAMPCRMFinancial planning software
61
ALESSANDRA CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($115.5M -> $153.5M). IAPD ↗
$153.5M RAUM · 2 reps · 310-377-9220
Portfolio / reporting / TAMPCRMFinancial planning software
61
OBERON ASSET MANAGEMENT, LLC reported RAUM up 33% ($174.7M -> $232.7M). IAPD ↗
$232.7M RAUM · 4 reps · 917-237-0147 · oberonasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ECONOLOGICS FINANCIAL ADVISORS reported RAUM up 30% ($140.8M -> $183.2M). IAPD ↗
$183.2M RAUM · 6 reps · 727-588-1540 · wealthforveterinarians.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
STEWARDSHIP FINANCIAL PLANNING reported RAUM up 32% ($49.8M -> $65.5M). IAPD ↗
$65.5M RAUM · 1 reps · 914-380-1421 · stewardshipfp.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
LESA SROUFE & COMPANY, INC. reported RAUM up 31% ($158.6M -> $207.3M). IAPD ↗
$207.3M RAUM · 3 reps · 206-838-8383 · sroufeco.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
TURNER FINANCIAL GROUP, INC. reported RAUM up 34% ($171.0M -> $229.6M). IAPD ↗
$229.6M RAUM · 8 reps · 850-995-1797 · gfthomasadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
M.A. WHELAN FINANCIAL PLANNING reported RAUM up 32% ($58.7M -> $77.4M). IAPD ↗
$77.4M RAUM · 1 reps · 914-257-3446 · mawhelanfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC reported RAUM up 32% ($34.0M -> $45.0M). IAPD ↗
$45.0M RAUM · 2 reps · 212-850-1127 · brydenabrams.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BESPOKE INVESTMENT GROUP, LLC reported RAUM up 31% ($77.4M -> $101.3M). IAPD ↗
$101.3M RAUM · 5 reps · 914-315-1248
Portfolio / reporting / TAMPCRMFinancial planning software
61
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC reported RAUM up 33% ($171.4M -> $228.5M). IAPD ↗
$228.5M RAUM · 1 reps · 214-363-6920 · waterfordcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
MASONBORO ADVISORS reported RAUM up 32% ($155.9M -> $206.5M). IAPD ↗
$206.5M RAUM · 7 reps · 910-742-0509 · thecortrogersproject.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
RAYBURN WEST FINANCIAL SERVICES reported RAUM up 34% ($180.4M -> $242.6M). IAPD ↗
$242.6M RAUM · 2 reps · 615-386-6932 · rayburnwest.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SKYLINE FINANCIAL NORTHWEST reported RAUM up 33% ($111.3M -> $148.3M). IAPD ↗
$148.3M RAUM · 3 reps · 888-739-7369 · skylinefinancialnw.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
NARDIS ADVISORS LLC reported RAUM up 30% ($140.6M -> $183.0M). IAPD ↗
$183.0M RAUM · 4 reps · 914-997-0403
Portfolio / reporting / TAMPCRMFinancial planning software
61
RYDAR EQUITIES, INC. reported RAUM up 32% ($150.0M -> $197.4M). IAPD ↗
$197.4M RAUM · 2 reps · 432-634-8673 · rydarequities.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
LIBERTAS WEALTH MANAGEMENT GROUP, INC. reported RAUM up 32% ($123.9M -> $163.1M). IAPD ↗
$163.1M RAUM · 2 reps · 614-543-1350
Portfolio / reporting / TAMPCRMFinancial planning software
61
BARNETT CAPITAL ADVISORS LLC reported RAUM up 31% ($122.8M -> $161.1M). IAPD ↗
$161.1M RAUM · 2 reps · 305-328-8538 · barnettcapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ARMOUR CAPITAL MANAGEMENT LP reported RAUM up 55% ($13.55B -> $21.01B). IAPD ↗institutional
$21.01B RAUM · 6 reps · 772-617-4340 · armourcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
OMICRON ADVISORS, LLC reported RAUM up 32% ($114.9M -> $151.2M). IAPD ↗
$151.2M RAUM · 2 reps · 302-453-9662 · omicronadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PUREWATER CAPITAL, LLC reported RAUM up 34% ($111.6M -> $149.5M). IAPD ↗
$149.5M RAUM · 4 reps · (817) 416-8680 · purewatercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
A SMARTER WAY TO INVEST reported RAUM up 34% ($112.2M -> $150.0M). IAPD ↗
$150.0M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
DYNAMIC WEALTH STRATEGIES, LLC reported RAUM up 32% ($145.0M -> $190.7M). IAPD ↗
$190.7M RAUM · 4 reps · (916) 673-3470 · granitebayfinancialplanner.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
REDWOOD INVESTMENT GROUP, INC reported RAUM up 31% ($176.4M -> $230.3M). IAPD ↗
$230.3M RAUM · 3 reps · 707-964-9700 · myredwoodinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ALGEBRIS INVESTMENTS (US) INC. reported RAUM up 59% ($4.36B -> $6.94B). IAPD ↗institutional
$6.94B RAUM · 4 reps · 617-648-4829 · spreaker.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BIRCHVIEW CAPITAL, LP reported RAUM up 31% ($183.1M -> $239.1M). IAPD ↗
$239.1M RAUM · 5 reps · 802-923-3826 · birchviewcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ATWOB reported RAUM up 30% ($87.5M -> $113.9M). IAPD ↗
$113.9M RAUM · 2 reps · (914) 302-3233 · today2b.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
CFG RETIREMENT reported RAUM up 33% ($181.8M -> $241.0M). IAPD ↗
$241.0M RAUM · 4 reps · 952-657-7470 · assuredretirementgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
GUIDE WEALTH MANAGEMENT reported RAUM up 31% ($32.3M -> $42.1M). IAPD ↗
$42.1M RAUM · 1 reps · 646-450-1001 · guidewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BUCKLEY CAPITAL ADVISORS, LLC reported RAUM up 32% ($147.4M -> $193.8M). IAPD ↗
$193.8M RAUM · 3 reps · 347-292-9957 · buckleycapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SHERMAN WEALTH MANAGEMENT LLC reported RAUM up 31% ($122.0M -> $160.3M). IAPD ↗
$160.3M RAUM · 3 reps · (240) 428-1622
Portfolio / reporting / TAMPCRMFinancial planning software
61
BACKER reported RAUM up 32% ($47.5M -> $62.9M). IAPD ↗
$62.9M RAUM · 1 reps · +1 (844) SAVE-529 · backer.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
HARDING WEALTH, INC. reported RAUM up 31% ($162.1M -> $212.6M). IAPD ↗
$212.6M RAUM · 3 reps · (602) 610-9545
Portfolio / reporting / TAMPCRMFinancial planning software
61
MINERVA WEALTH ADVISORY reported RAUM up 35% ($59.0M -> $79.5M). IAPD ↗
$79.5M RAUM · 2 reps · 646-934-6874 · minervawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
TEPP WEALTH MANAGEMENT reported RAUM up 34% ($145.9M -> $195.7M). IAPD ↗
$195.7M RAUM · 3 reps · 908-301-1200 · teppwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
CLF ASSET MANAGEMENT, INC. reported RAUM up 33% ($110.5M -> $146.9M). IAPD ↗
$146.9M RAUM · 5 reps · 8885053956 · clfasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
UNIFIED WEALTH MANAGEMENT LLC reported RAUM up 34% ($113.0M -> $151.3M). IAPD ↗
$151.3M RAUM · 2 reps · 727-216-8051
Portfolio / reporting / TAMPCRMFinancial planning software
61
RIDGELINE WEALTH ADVISORS, LLC. reported RAUM up 33% ($141.7M -> $189.0M). IAPD ↗
$189.0M RAUM · 4 reps · 919-782-0494
Portfolio / reporting / TAMPCRMFinancial planning software
61
CAM INVESTOR SOLUTIONS reported RAUM up 33% ($116.5M -> $155.4M). IAPD ↗
$155.4M RAUM · 2 reps · 720-575-7775
Portfolio / reporting / TAMPCRMFinancial planning software
61
ENTRUITY WEALTH, LLC reported RAUM up 33% ($128.6M -> $171.3M). IAPD ↗
$171.3M RAUM · 2 reps · 661-368-8994
Portfolio / reporting / TAMPCRMFinancial planning software
61
CRAFT WEALTH SERVICES reported RAUM up 31% ($92.0M -> $120.8M). IAPD ↗
$120.8M RAUM · 7 reps · 813-394-0984
Portfolio / reporting / TAMPCRMFinancial planning software
61
GPS FINANCIAL, LLC reported RAUM up 34% ($57.8M -> $77.3M). IAPD ↗
$77.3M RAUM · 1 reps · 585-598-9111 · gpsfinancialadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
KANE FINANCIAL reported RAUM up 33% ($56.6M -> $75.2M). IAPD ↗
$75.2M RAUM · 2 reps · (315) 801-9028 · kanefp.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
NORTH AMERICAN WEALTH ADVISORS INC. reported RAUM up 30% ($181.9M -> $237.3M). IAPD ↗
$237.3M RAUM · 1 reps · (952) 492-3500 · nawadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
WHITE OAK WEALTH MANAGEMENT reported RAUM up 32% ($94.1M -> $124.2M). IAPD ↗
$124.2M RAUM · 2 reps · 443-741-9101 · whiteoakwealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ODYSSEY CAPITAL ADVISORS INC. reported RAUM up 31% ($144.4M -> $189.2M). IAPD ↗
$189.2M RAUM · 4 reps · 484-278-4497 · odysseyadvice.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BLUE POINT FINANCIAL, INC. reported RAUM up 35% ($113.3M -> $152.7M). IAPD ↗
$152.7M RAUM · 2 reps · 207-883-2009
Portfolio / reporting / TAMPCRMFinancial planning software
61
HAYES WEALTH ADVISORS, LLC reported RAUM up 31% ($102.1M -> $133.3M). IAPD ↗
$133.3M RAUM · 2 reps · (404) 905-7489 · hayeswealthadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
OPPORTUNUS WEALTH MANAGEMENT, LLC reported RAUM up 33% ($77.2M -> $102.9M). IAPD ↗
$102.9M RAUM · 3 reps · 253-254-5078
Portfolio / reporting / TAMPCRMFinancial planning software
61
ASTRA VENTURES reported RAUM up 33% ($134.5M -> $179.6M). IAPD ↗
$179.6M RAUM · 2 reps · 901-230-5576 · astravc.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
WICKHAM FINANCIAL & INSURANCE SERVICES reported RAUM up 32% ($145.8M -> $193.0M). IAPD ↗
$193.0M RAUM · 3 reps · 770-424-8711 · wickhamservices.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
DIPAOLO FINANCIAL GROUP, INC. reported RAUM up 33% ($125.9M -> $168.0M). IAPD ↗
$168.0M RAUM · 3 reps · 813-475-3130 · dipaolofinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SILICON BEACH WEALTH, LLC reported RAUM up 32% ($143.8M -> $190.1M). IAPD ↗
$190.1M RAUM · 3 reps · (424) 272-1638
Portfolio / reporting / TAMPCRMFinancial planning software
61
LSB WEALTH MANAGEMENT reported RAUM up 32% ($173.0M -> $228.8M). IAPD ↗
$228.8M RAUM · 11 reps · 515-327-9922 · mylsbcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
COMPREHENSIVE FINANCIAL CONSULTANTS reported RAUM up 34% ($140.0M -> $187.3M). IAPD ↗
$187.3M RAUM · 3 reps · 317-984-7693 · cfcplans.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
NEXWEALTH LLC reported RAUM up 30% ($132.4M -> $172.2M). IAPD ↗
$172.2M RAUM · 5 reps · 561-971-3939 · nexwealthllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
AVAIL INVESTMENT PARTNERS, LLC reported RAUM up 33% ($138.6M -> $184.5M). IAPD ↗
$184.5M RAUM · 6 reps · 814-996-7206
Portfolio / reporting / TAMPCRMFinancial planning software
61
ENZA FINANCIAL, LLC reported RAUM up 31% ($146.5M -> $191.2M). IAPD ↗
$191.2M RAUM · 4 reps · 216-236-0700 · enzafinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
KERUSSO CAPITAL MANAGEMENT, LLC reported RAUM up 31% ($169.2M -> $222.4M). IAPD ↗
$222.4M RAUM · 2 reps · 404-226-2537
Portfolio / reporting / TAMPCRMFinancial planning software
61
SHELLMAN INVESTMENT MANAGEMENT, LLC reported RAUM up 33% ($157.3M -> $209.6M). IAPD ↗
$209.6M RAUM · 3 reps · (786) 655-6180 · shellmaninvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
BUCHANAN WEALTH MANAGEMENT reported RAUM up 35% ($157.3M -> $212.0M). IAPD ↗
$212.0M RAUM · 2 reps · 703-956-2633
Portfolio / reporting / TAMPCRMFinancial planning software
61
HDA WEALTH MANAGEMENT, LLC reported RAUM up 34% ($119.1M -> $159.1M). IAPD ↗
$159.1M RAUM · 2 reps · 330-980-0741 · hdawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
SYMMETRY INVESTMENTS US LLC reported RAUM up 57% ($10.73B -> $16.83B). IAPD ↗institutional
$16.83B RAUM · 9 reps · 212-381-4000 · symmetryinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
ENTELEVEST, LLC reported RAUM up 33% ($110.3M -> $147.0M). IAPD ↗
$147.0M RAUM · 2 reps · 305-390-4197
Portfolio / reporting / TAMPCRMFinancial planning software
61
CONWAY PARTNERS reported RAUM up 34% ($124.2M -> $166.3M). IAPD ↗
$166.3M RAUM · 2 reps · 775-971-8392 · conwaypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
CROWN POINT WEALTH ADVISORS reported RAUM up 31% ($141.5M -> $185.5M). IAPD ↗
$185.5M RAUM · 3 reps · 541-386-2792
Portfolio / reporting / TAMPCRMFinancial planning software
61
BROOKLINE WEALTH, LLC reported RAUM up 32% ($113.1M -> $149.0M). IAPD ↗
$149.0M RAUM · 1 reps · 512-222-9169 · brooklinewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
WILIAN SECURITIES, LLC reported RAUM up 34% ($143.8M -> $192.7M). IAPD ↗
$192.7M RAUM · 7 reps · 651-243-0535 · wilianfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
TRIO WEALTH MANAGEMENT, LLC reported RAUM up 32% ($101.4M -> $134.0M). IAPD ↗
$134.0M RAUM · 3 reps · (703) 459-9171 · triowm.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
DEGREEN PRIVATE WEALTH, LLC reported RAUM up 32% ($100.3M -> $132.8M). IAPD ↗
$132.8M RAUM · 1 reps · 440-409-6352 · degreenprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
STRIVE FINANCIAL GROUP, LLC reported RAUM up 31% ($188.0M -> $246.7M). IAPD ↗
$246.7M RAUM · 8 reps · (317) 590-0146 · firefighterfinancialadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
PROSPER PRIVATE WEALTH reported RAUM up 34% ($112.7M -> $150.8M). IAPD ↗
$150.8M RAUM · 2 reps · 888-404-3042 · prosperpw.com
Portfolio / reporting / TAMPCRMFinancial planning software
61
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC reported RAUM up 31% ($100.5M -> $132.1M). IAPD ↗
$132.1M RAUM · 2 reps · 205-534-1310 · canterburycapitalwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BOLTON INVESTMENT reported RAUM up 80% ($138.5M -> $249.1M). IAPD ↗institutional
$249.1M RAUM · 7 reps · 410 547-0500 · boltonusa.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VAN ECK ASSOCIATES CORP. reported RAUM up 50% ($83.53B -> $125.61B). IAPD ↗institutional
$125.61B RAUM · 46 reps · 212-293-2000 · soundcloud.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RDM CAPITAL ASSOCIATES INC reported RAUM up 29% ($127.6M -> $164.5M). IAPD ↗
$164.5M RAUM · 3 reps · 732-576-1671
Portfolio / reporting / TAMPCRMFinancial planning software
60
HANSEATIC MANAGEMENT SERVICES INC reported RAUM up 30% ($134.0M -> $174.0M). IAPD ↗
$174.0M RAUM · 4 reps · 505-828-2824
Portfolio / reporting / TAMPCRMFinancial planning software
60
OHIGGINS ASSET MANAGEMENT INC reported RAUM up 28% ($152.3M -> $194.8M). IAPD ↗
$194.8M RAUM · 2 reps · 305-861-1883 · ohiggins.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C. reported RAUM up 87% ($2.63B -> $4.91B). IAPD ↗fund
$4.91B RAUM · 4 reps · 212-667-4225
Portfolio / reporting / TAMPCRMFinancial planning software
60
PAAMCO PRISMA, LLC reported RAUM up 177% ($5.21B -> $14.45B). IAPD ↗fund
$14.45B RAUM · 33 reps · 949-261-4900 · paamcoprisma.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MEADOWBROOK WEALTH MANAGEMENT, LLC reported RAUM up 28% ($86.2M -> $110.1M). IAPD ↗
$110.1M RAUM · 2 reps · 888-888-5250 · meadowbrookwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SUMMIT PORTFOLIO MANAGEMENT LLC reported RAUM up 26% ($169.7M -> $214.0M). IAPD ↗
$214.0M RAUM · 5 reps · 702-838-9999
Portfolio / reporting / TAMPCRMFinancial planning software
60
J. MARK NICKELL & CO. reported RAUM up 27% ($115.4M -> $146.4M). IAPD ↗
$146.4M RAUM · 3 reps · 615-371-6622 · jmarknickell.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GARLIKOV ADVISORS INC reported RAUM up 26% ($165.3M -> $207.6M). IAPD ↗
$207.6M RAUM · 4 reps · 614-221-0900 · garlikovcompanies.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ALTIUS FINANCIAL, INC. reported RAUM up 26% ($168.1M -> $212.2M). IAPD ↗
$212.2M RAUM · 2 reps · 303-584-9271
Portfolio / reporting / TAMPCRMFinancial planning software
60
WHITE ROCK CAPITAL reported RAUM up 26% ($172.3M -> $217.4M). IAPD ↗
$217.4M RAUM · 2 reps · 214-526-1465
Portfolio / reporting / TAMPCRMFinancial planning software
60
J M BROWN FINANCIAL PARTNERS reported RAUM up 28% ($158.0M -> $202.1M). IAPD ↗
$202.1M RAUM · 5 reps · 918-496-5460 · perfectcalendar.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CORE ALPHA, INC. reported RAUM up 30% ($112.8M -> $146.1M). IAPD ↗
$146.1M RAUM · 3 reps · 585-235-3600
Portfolio / reporting / TAMPCRMFinancial planning software
60
INCOME & ASSET ADVISORY, INC. reported RAUM up 28% ($136.1M -> $174.8M). IAPD ↗
$174.8M RAUM · 3 reps · 914-273-6800 · theadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
KOON FINANCIAL PLANNING & CONSULTING/KFP&C reported RAUM up 28% ($114.5M -> $146.9M). IAPD ↗
$146.9M RAUM · 1 reps · 317-887-1714 · koonfinancial.com; https
Portfolio / reporting / TAMPCRMFinancial planning software
60
LEGACY WEALTH ADVISORS, LLC reported RAUM up 30% ($137.5M -> $178.3M). IAPD ↗
$178.3M RAUM · 4 reps · (408) 452-7700 · legacywealthadvisorsllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
NEW ENGLAND SCHOONER, INC. reported RAUM up 26% ($130.8M -> $165.2M). IAPD ↗
$165.2M RAUM · 4 reps · 978-977-4757 · neschooner.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
NUMERIC INVESTORS LLC reported RAUM up 87% ($50.58B -> $94.40B). IAPD ↗fund
$94.40B RAUM · 45 reps · 617 897 7800 · man.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PINE RIVER CAPITAL MANAGEMENT L.P. reported RAUM up 95% ($24.05B -> $46.87B). IAPD ↗fund
$46.87B RAUM · 14 reps · 612-238-3300 · prcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EDGEWATER PRO SPORTS FINANCIAL reported RAUM up 25% ($180.0M -> $225.0M). IAPD ↗
$225.0M RAUM · 2 reps · 440-934-2195 · epsf.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ARGENT WEALTH MANAGEMENT, INC. reported RAUM up 25% ($137.8M -> $172.4M). IAPD ↗
$172.4M RAUM · 1 reps · 512-238-6883 · awmtx.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
OPEN FIELD CAPITAL LLC reported RAUM up 28% ($162.8M -> $208.1M). IAPD ↗
$208.1M RAUM · 4 reps · 646-380-6611 · ofcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CURTIS FINANCIAL PLANNING reported RAUM up 26% ($129.6M -> $163.5M). IAPD ↗
$163.5M RAUM · 1 reps · (510) 451-3528 · curtisfinancialplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TWO SIGMA INVESTMENTS, LP reported RAUM up 111% ($110.28B -> $232.82B). IAPD ↗fund
$232.82B RAUM · 784 reps · (212) 625-5700 · twosigma.cn
Portfolio / reporting / TAMPCRMFinancial planning software
60
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. reported RAUM up 30% ($70.0M -> $90.8M). IAPD ↗
$90.8M RAUM · 1 reps · 585-563-8626 · gregoryschaffer.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CFI PARTNERS reported RAUM up 322% ($6.24B -> $26.31B). IAPD ↗fund
$26.31B RAUM · 23 reps · 312-416-4300
Portfolio / reporting / TAMPCRMFinancial planning software
60
YORK CAPITAL MANAGEMENT reported RAUM up 102% ($1.62B -> $3.26B). IAPD ↗fund
$3.26B RAUM · 11 reps · 212-300-1300 · yorkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MANGAN WEALTH MANAGEMENT reported RAUM up 28% ($173.0M -> $222.0M). IAPD ↗
$222.0M RAUM · 2 reps · 206-441-1980 · manganwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
APOLLO WEALTH MANAGEMENT, LLC reported RAUM up 25% ($31.3M -> $39.3M). IAPD ↗
$39.3M RAUM · 1 reps · 716-783-1610 · apollowm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SUNDOWNER CAPITAL MANAGEMENT LLC reported RAUM up 29% ($77.5M -> $99.7M). IAPD ↗
$99.7M RAUM · 1 reps · 5413893311 · sundownercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. reported RAUM up 29% ($114.5M -> $148.3M). IAPD ↗
$148.3M RAUM · 2 reps · 949-878-9400 · familyofficeria.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VOLEON CAPITAL MANAGEMENT LP reported RAUM up 80% ($16.36B -> $29.38B). IAPD ↗fund
$29.38B RAUM · 28 reps · 510-704-9870
Portfolio / reporting / TAMPCRMFinancial planning software
60
INFINIUM INVESTMENT ADVISORS, LLC reported RAUM up 29% ($101.7M -> $131.4M). IAPD ↗
$131.4M RAUM · 2 reps · 720- 253-1818 · infiniumadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BERKELEY CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($100.0M -> $128.5M). IAPD ↗
$128.5M RAUM · 3 reps · (785) 472-2375 · berkeleycapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTEGRITY WEALTH MANAGEMENT, INC. reported RAUM up 29% ($126.7M -> $163.2M). IAPD ↗
$163.2M RAUM · 2 reps · 509-315-9532 · integritywm.net
Portfolio / reporting / TAMPCRMFinancial planning software
60
REYES FINANCIAL ARCHITECTURE INC. reported RAUM up 25% ($156.8M -> $196.2M). IAPD ↗
$196.2M RAUM · 4 reps · 858-597-1966 · reyesplan.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
QUEST 10 WEALTH BUILDERS, INC. reported RAUM up 27% ($187.7M -> $237.7M). IAPD ↗
$237.7M RAUM · 8 reps · 919-552-4286 · completefinancialsolutions.org
Portfolio / reporting / TAMPCRMFinancial planning software
60
MOUNTAIN VIEW STRATEGIC WEALTH, LLC reported RAUM up 29% ($48.5M -> $62.5M). IAPD ↗
$62.5M RAUM · 1 reps · 845-834-4343 · mvswealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SAGE HILL CAPITAL reported RAUM up 30% ($165.3M -> $214.3M). IAPD ↗
$214.3M RAUM · 2 reps · 888-988-5623 · sagehillcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC reported RAUM up 27% ($127.2M -> $161.7M). IAPD ↗
$161.7M RAUM · 14 reps · 888-467-3636 · jeffreymatthews.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GEREMIA FINANCIAL SERVICES, LLC reported RAUM up 28% ($103.4M -> $132.2M). IAPD ↗
$132.2M RAUM · 0 reps · 732-738-5678 · geremiafinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PENTWATER CAPITAL MANAGEMENT LP reported RAUM up 106% ($9.35B -> $19.26B). IAPD ↗fund
$19.26B RAUM · 20 reps · 239-384-9750 · pwcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
STERLING INVESTMENT PARTNERS ADVISERS, LLC reported RAUM up 113% ($1.85B -> $3.94B). IAPD ↗fund
$3.94B RAUM · 17 reps · 203-226-8711
Portfolio / reporting / TAMPCRMFinancial planning software
60
GREENBRIAR EQUITY GROUP reported RAUM up 96% ($8.00B -> $15.65B). IAPD ↗fund
$15.65B RAUM · 26 reps · 203-302-2500
Portfolio / reporting / TAMPCRMFinancial planning software
60
AMPHORA WEALTH MANAGEMENT, LLC reported RAUM up 30% ($151.3M -> $196.2M). IAPD ↗
$196.2M RAUM · 3 reps · (919) 240-6111 · amphorawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PENSERRA CAPITAL MANAGEMENT LLC reported RAUM up 52% ($11.50B -> $17.50B). IAPD ↗institutional
$17.50B RAUM · 7 reps · 800-456-8850 · penserracapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SEABORN FINANCIAL, LLC reported RAUM up 29% ($117.3M -> $151.3M). IAPD ↗
$151.3M RAUM · 3 reps · 512-814-7258 · seabornfinancial.co
Portfolio / reporting / TAMPCRMFinancial planning software
60
HERITAGE WEALTH MANAGEMENT reported RAUM up 30% ($118.3M -> $153.2M). IAPD ↗
$153.2M RAUM · 2 reps · 800-620-9330
Portfolio / reporting / TAMPCRMFinancial planning software
60
GLADE BROOK CAPITAL PARTNERS LLC reported RAUM up 86% ($2.13B -> $3.96B). IAPD ↗fund
$3.96B RAUM · 9 reps · 203-861-3000 · gladebrookcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WACKER & ASSOCIATES, INC. reported RAUM up 27% ($141.7M -> $180.2M). IAPD ↗
$180.2M RAUM · 3 reps · 507-847-3886
Portfolio / reporting / TAMPCRMFinancial planning software
60
VALOR EQUITY PARTNERS reported RAUM up 127% ($26.08B -> $59.32B). IAPD ↗fund
$59.32B RAUM · 68 reps · 312-683-1900
Portfolio / reporting / TAMPCRMFinancial planning software
60
EASTSOUND CAPITAL ADVISORS, LLC reported RAUM up 28% ($167.7M -> $214.6M). IAPD ↗
$214.6M RAUM · 6 reps · 360-317-4688
Portfolio / reporting / TAMPCRMFinancial planning software
60
ARLINGTON CAPITAL PARTNERS reported RAUM up 87% ($9.73B -> $18.19B). IAPD ↗fund
$18.19B RAUM · 31 reps · 202-337-7500 · arlingtoncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WINDROSE HEALTH INVESTORS, LLC reported RAUM up 90% ($3.68B -> $7.01B). IAPD ↗fund
$7.01B RAUM · 17 reps · 212-887-2105 · windrose.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ATLAS HOLDINGS LLC reported RAUM up 81% ($10.03B -> $18.12B). IAPD ↗fund
$18.12B RAUM · 57 reps · 203-622-9138 · atlasholdingsllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
137 VENTURES MANAGEMENT, LLC reported RAUM up 110% ($5.63B -> $11.82B). IAPD ↗fund
$11.82B RAUM · 9 reps · 415-513-5222
Portfolio / reporting / TAMPCRMFinancial planning software
60
THRIVE CAPITAL reported RAUM up 117% ($23.30B -> $50.49B). IAPD ↗fund
$50.49B RAUM · 33 reps · (646) 680-0240
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTRINSIC VALUE PARTNERS, LLC reported RAUM up 25% ($176.0M -> $220.6M). IAPD ↗
$220.6M RAUM · 2 reps · (480) 522-2032 · ivpaz.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FELTL ADVISORS reported RAUM up 25% ($132.4M -> $165.6M). IAPD ↗
$165.6M RAUM · 15 reps · 612-492-8800 · feltladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MACKENZIE INVESTMENTS reported RAUM up 103% ($8.89B -> $18.07B). IAPD ↗fund
$18.07B RAUM · 10 reps · 617-439-9500 · mackenzieinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CASCADE FINANCIAL STRATEGIES reported RAUM up 25% ($120.5M -> $150.9M). IAPD ↗
$150.9M RAUM · 3 reps · 541-678-5475 · cascadefs.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DAVIDOV FINANCIAL COACHING, LLC reported RAUM up 27% ($112.9M -> $143.8M). IAPD ↗
$143.8M RAUM · 2 reps · (516) 587-5550 · davidovfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
STASH WEALTH, LLC reported RAUM up 26% ($41.1M -> $51.7M). IAPD ↗
$51.7M RAUM · 2 reps · 212-913-9904 · stashwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
INVESTORS MOSAIC reported RAUM up 29% ($148.4M -> $192.1M). IAPD ↗
$192.1M RAUM · 2 reps · (617) 272-0006 · investorsmosaic.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
KOPERNIK GLOBAL INVESTORS, LLC reported RAUM up 85% ($5.52B -> $10.18B). IAPD ↗fund
$10.18B RAUM · 22 reps · 813-314-6100
Portfolio / reporting / TAMPCRMFinancial planning software
60
ARBOR WEALTH MANAGEMENT, LLC reported RAUM up 29% ($107.3M -> $138.1M). IAPD ↗
$138.1M RAUM · 2 reps · 480-818-8300
Portfolio / reporting / TAMPCRMFinancial planning software
60
THIELEN CAPITAL CORPORATION reported RAUM up 25% ($100.4M -> $126.0M). IAPD ↗
$126.0M RAUM · 1 reps · 949-293-8345 · thielencapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
360 FINANCIAL PARTNERS, LLC reported RAUM up 30% ($159.2M -> $206.5M). IAPD ↗
$206.5M RAUM · 3 reps · 843-216-1077
Portfolio / reporting / TAMPCRMFinancial planning software
60
NOVA WEALTH MANAGEMENT, INC. reported RAUM up 30% ($191.0M -> $247.5M). IAPD ↗
$247.5M RAUM · 7 reps · 239-444-1794 · novawealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RIVER CANYON FUND MANAGEMENT LLC reported RAUM up 82% ($1.14B -> $2.08B). IAPD ↗fund
$2.08B RAUM · 55 reps · 214 253 6000 · rivercanyonfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MACKAY FINANCIAL PLANNING, LLC reported RAUM up 26% ($140.1M -> $176.0M). IAPD ↗
$176.0M RAUM · 2 reps · 417-268-9191 · mackayfinancialplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC reported RAUM up 25% ($67.3M -> $84.2M). IAPD ↗
$84.2M RAUM · 2 reps · 212-319-8903 · llfadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LEVIN FUNDING GROUP LLC reported RAUM up 28% ($168.2M -> $215.4M). IAPD ↗
$215.4M RAUM · 2 reps · 520-751-2000 · levinfunding.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLAIR HALL ADVISORS, LLC reported RAUM up 30% ($106.9M -> $138.8M). IAPD ↗
$138.8M RAUM · 2 reps · (206) 397-0325 · blairhalladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DLD ASSET MANAGEMENT, LP reported RAUM up 84% ($1.62B -> $2.99B). IAPD ↗fund
$2.99B RAUM · 12 reps · 347-735-5115 · dldam.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FORTUNE 45, LLC. reported RAUM up 26% ($188.7M -> $237.7M). IAPD ↗
$237.7M RAUM · 3 reps · 225-614-9599
Portfolio / reporting / TAMPCRMFinancial planning software
60
SOUNDHAVEN CAPITAL MANAGEMENT reported RAUM up 27% ($159.4M -> $202.1M). IAPD ↗
$202.1M RAUM · 2 reps · 818-292-1474 · soundhavencapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
UCAP AMERICAS reported RAUM up 25% ($165.9M -> $208.2M). IAPD ↗
$208.2M RAUM · 7 reps · 646-809-3600
Portfolio / reporting / TAMPCRMFinancial planning software
60
STRATACORE CAPITAL MANAGEMENT, LLC. reported RAUM up 25% ($77.5M -> $97.0M). IAPD ↗
$97.0M RAUM · 2 reps · 646-846-6500 · stratacoremgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. reported RAUM up 29% ($161.6M -> $207.9M). IAPD ↗
$207.9M RAUM · 2 reps · 941-349-9200
Portfolio / reporting / TAMPCRMFinancial planning software
60
NEWOAK ASSET MANAGEMENT LLC reported RAUM up 91% ($29.8M -> $57.1M). IAPD ↗institutional
$57.1M RAUM · 3 reps · 212 209 0850 · newoak.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BROADVIEW WEALTH MANAGEMENT, LLC reported RAUM up 26% ($122.5M -> $154.9M). IAPD ↗
$154.9M RAUM · 1 reps · 425-326-1120 · broadviewwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
COSTELLO FINANCIAL PLANNING, INC. reported RAUM up 29% ($168.1M -> $217.1M). IAPD ↗
$217.1M RAUM · 2 reps · 847-894-2067 · costellofinancialplanning.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BAYNTREE WEALTH ADVISORS, LLC reported RAUM up 26% ($191.7M -> $241.1M). IAPD ↗
$241.1M RAUM · 6 reps · 480.494.2750 · bayntree.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LEGACY WEALTH ADVISORS, LLC reported RAUM up 29% ($102.8M -> $132.3M). IAPD ↗
$132.3M RAUM · 2 reps · 586-273-0072
Portfolio / reporting / TAMPCRMFinancial planning software
60
GARDA CAPITAL PARTNERS reported RAUM up 94% ($106.64B -> $207.10B). IAPD ↗fund
$207.10B RAUM · 70 reps · 612-330-4900 · gardacp.dk
Portfolio / reporting / TAMPCRMFinancial planning software
60
CULTIVATING WEALTH reported RAUM up 26% ($166.6M -> $209.8M). IAPD ↗
$209.8M RAUM · 5 reps · (646) 693-7451
Portfolio / reporting / TAMPCRMFinancial planning software
60
ARES FINANCIAL CONSULTING LLC reported RAUM up 26% ($193.3M -> $243.9M). IAPD ↗
$243.9M RAUM · 3 reps · 818-986-1479
Portfolio / reporting / TAMPCRMFinancial planning software
60
SONNET, LLC reported RAUM up 26% ($117.5M -> $148.4M). IAPD ↗
$148.4M RAUM · 4 reps · 281-404-4346 · sonnetinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PABRAI WAGONS ADVISORS reported RAUM up 124% ($46.5M -> $104.0M). IAPD ↗institutional
$104.0M RAUM · 3 reps · 512.999.7110
Portfolio / reporting / TAMPCRMFinancial planning software
60
COVE CAPITAL MANAGEMENT INC. reported RAUM up 105% ($120.9M -> $247.5M). IAPD ↗institutional
$247.5M RAUM · 3 reps · 615-730-7410
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAPITAL ENDURANCE GROUP, INC reported RAUM up 29% ($84.5M -> $108.8M). IAPD ↗
$108.8M RAUM · 2 reps · 470-375-6663 · pauldelaney.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FAIRMOUNT FUNDS MANAGEMENT LLC reported RAUM up 83% ($3.17B -> $5.80B). IAPD ↗fund
$5.80B RAUM · 12 reps · 267-262-5300 · fairmountfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SJHL FINANCIAL GROUP reported RAUM up 26% ($138.7M -> $174.5M). IAPD ↗
$174.5M RAUM · 4 reps · 620-241-1826
Portfolio / reporting / TAMPCRMFinancial planning software
60
NEST EGG reported RAUM up 30% ($101.6M -> $131.7M). IAPD ↗
$131.7M RAUM · 9 reps · 888-345-2163 · mybanknestegg.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GSA CAPITAL PARTNERS (NEW YORK) LP reported RAUM up 167% ($88.9M -> $237.6M). IAPD ↗institutional
$237.6M RAUM · 4 reps · +1 917 210 0705 · gsacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
QUIET CAPITAL MANAGEMENT, LLC reported RAUM up 118% ($2.47B -> $5.38B). IAPD ↗fund
$5.38B RAUM · 9 reps · 415-840-0555 · quiet.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HOF CAPITAL reported RAUM up 195% ($2.46B -> $7.25B). IAPD ↗fund
$7.25B RAUM · 15 reps · (646) 503-5030
Portfolio / reporting / TAMPCRMFinancial planning software
60
OUTBOUND FINANCIAL reported RAUM up 28% ($117.7M -> $151.2M). IAPD ↗
$151.2M RAUM · 1 reps · (720) 642-9701 · outboundfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC reported RAUM up 26% ($114.0M -> $143.9M). IAPD ↗
$143.9M RAUM · 3 reps · 267-923-0004 · villanovainvestco.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
T.M. WEALTH MANAGEMENT reported RAUM up 29% ($162.8M -> $209.8M). IAPD ↗
$209.8M RAUM · 3 reps · (703) 537-8351
Portfolio / reporting / TAMPCRMFinancial planning software
60
ONE WEALTH INVESTORS reported RAUM up 26% ($153.2M -> $193.5M). IAPD ↗
$193.5M RAUM · 4 reps · (561) 289-8105 · onewealthinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BOYCE & ASSOCIATES WEALTH CONSULTING, INC. reported RAUM up 26% ($194.3M -> $244.6M). IAPD ↗
$244.6M RAUM · 6 reps · 512-522-4838
Portfolio / reporting / TAMPCRMFinancial planning software
60
ACRYLIC FINANCIAL, INC. reported RAUM up 26% ($58.4M -> $73.5M). IAPD ↗
$73.5M RAUM · 21 reps · 833-422-7954 · acrylicfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HANWHA ASSET MANAGEMENT (USA) LTD. reported RAUM up 91% ($2.09B -> $4.00B). IAPD ↗fund
$4.00B RAUM · 15 reps · (415) 534-1190
Portfolio / reporting / TAMPCRMFinancial planning software
60
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC reported RAUM up 237473672% ($100 -> $237.5M). IAPD ↗institutional
$237.5M RAUM · 80 reps · 212-847-3459 · goldentreefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PROCORE ADVISORS, LLC reported RAUM up 30% ($110.9M -> $143.7M). IAPD ↗
$143.7M RAUM · 3 reps · 949-339-2990
Portfolio / reporting / TAMPCRMFinancial planning software
60
GIGAFUND reported RAUM up 116% ($6.92B -> $14.97B). IAPD ↗fund
$14.97B RAUM · 4 reps · 833-444-2386
Portfolio / reporting / TAMPCRMFinancial planning software
60
RETIREMENT PLANNING SERVICES reported RAUM up 25% ($196.6M -> $246.0M). IAPD ↗
$246.0M RAUM · 2 reps · (865) 220-9311
Portfolio / reporting / TAMPCRMFinancial planning software
60
DAKOTA INVESTMENTS, LLC reported RAUM up 114% ($58.2M -> $124.8M). IAPD ↗institutional
$124.8M RAUM · 3 reps · (610) 937-5211 · hardmanjohnstonfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PRISM PLANNING PARTNERS reported RAUM up 26% ($191.4M -> $241.5M). IAPD ↗
$241.5M RAUM · 4 reps · (847) 250-9870
Portfolio / reporting / TAMPCRMFinancial planning software
60
FLAT FOOTED LLC reported RAUM up 99% ($1.03B -> $2.06B). IAPD ↗fund
$2.06B RAUM · 2 reps · 917-947-9071
Portfolio / reporting / TAMPCRMFinancial planning software
60
LMR PARTNERS LLC reported RAUM up 81% ($77.25B -> $140.11B). IAPD ↗fund
$140.11B RAUM · 66 reps · 646-891-5701 · lmrpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
JM2 CAPITAL INC. reported RAUM up 28% ($186.4M -> $238.4M). IAPD ↗
$238.4M RAUM · 3 reps · (405) 285-2878
Portfolio / reporting / TAMPCRMFinancial planning software
60
STITES FINANCIAL CONSULTING reported RAUM up 26% ($105.2M -> $132.3M). IAPD ↗
$132.3M RAUM · 2 reps · 916-601-1992 · stitesfc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EMPROS CAPITAL LLC reported RAUM up 124% ($1.04B -> $2.34B). IAPD ↗fund
$2.34B RAUM · 9 reps · 415-234-7318
Portfolio / reporting / TAMPCRMFinancial planning software
60
BEYOND WEALTH MANAGEMENT GROUP, LLC reported RAUM up 30% ($107.4M -> $139.4M). IAPD ↗
$139.4M RAUM · 3 reps · 845-750-6213 · beyondwm.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
THE PENSION GROUP reported RAUM up 28% ($142.0M -> $182.4M). IAPD ↗
$182.4M RAUM · 3 reps · 614-423-4600 · thepensiongroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CANNON ADVISORS reported RAUM up 28% ($142.4M -> $181.6M). IAPD ↗
$181.6M RAUM · 5 reps · 704-820-8393
Portfolio / reporting / TAMPCRMFinancial planning software
60
PREP INVESTMENT ADVISERS, L.L.C. reported RAUM up 83% ($1.04B -> $1.91B). IAPD ↗fund
$1.91B RAUM · 34 reps · 312-499-1952
Portfolio / reporting / TAMPCRMFinancial planning software
60
SPARK FINANCIAL ADVISORS reported RAUM up 27% ($115.8M -> $147.1M). IAPD ↗
$147.1M RAUM · 4 reps · 804-451-1210
Portfolio / reporting / TAMPCRMFinancial planning software
60
NORTH HUDSON RESOURCE PARTNERS LP reported RAUM up 95% ($1.32B -> $2.58B). IAPD ↗fund
$2.58B RAUM · 7 reps · (713) 936-6563
Portfolio / reporting / TAMPCRMFinancial planning software
60
QUID CAPITAL GROUP HOLDINGS, LLC reported RAUM up 121% ($3.52B -> $7.76B). IAPD ↗fund
$7.76B RAUM · 6 reps · 424-238-2927 · troycapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EVER GREEN WEALTH MANAGEMENT, LLC reported RAUM up 27% ($63.1M -> $80.3M). IAPD ↗
$80.3M RAUM · 1 reps · 585-742-0271
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC reported RAUM up 128% ($7.06B -> $16.10B). IAPD ↗fund
$16.10B RAUM · 250 reps · (212) 419-3000 · blueowl.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAPITAL ADVISOR NETWORK reported RAUM up 25% ($99.5M -> $124.5M). IAPD ↗
$124.5M RAUM · 9 reps · 765-588-1647
Portfolio / reporting / TAMPCRMFinancial planning software
60
SAVIOR WEALTH reported RAUM up 26% ($111.5M -> $140.2M). IAPD ↗
$140.2M RAUM · 2 reps · 8889728467
Portfolio / reporting / TAMPCRMFinancial planning software
60
EUDAIMONIA ASSET MANAGEMENT, LLC reported RAUM up 27% ($194.8M -> $246.9M). IAPD ↗
$246.9M RAUM · 2 reps · 931-968-1127
Portfolio / reporting / TAMPCRMFinancial planning software
60
MERITED WEALTH, LLC reported RAUM up 30% ($143.4M -> $186.1M). IAPD ↗
$186.1M RAUM · 4 reps · 305.722.0091 · satwealthman.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FIDUCIARY WEALTH GROUP, LLC reported RAUM up 27% ($140.0M -> $178.0M). IAPD ↗
$178.0M RAUM · 3 reps · 855-560-7171 · fiduciarywealthgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLUE GROTTO CAPITAL, LLC reported RAUM up 80% ($1.16B -> $2.10B). IAPD ↗fund
$2.10B RAUM · 4 reps · 404.381.1890 · bluegrottocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
59 NORTH CAPITAL MANAGEMENT, LP reported RAUM up 78% ($4.22B -> $7.50B). IAPD ↗fund
$7.50B RAUM · 5 reps · (713) 955-4809
Portfolio / reporting / TAMPCRMFinancial planning software
60
NORTHCREST ASSET MANAGEMENT reported RAUM up 50% ($2.88B -> $4.33B). IAPD ↗institutional
$4.33B RAUM · 6 reps · 763-417-1700
Portfolio / reporting / TAMPCRMFinancial planning software
60
EMERALD LAKE CAPITAL MANAGEMENT, L.P. reported RAUM up 101% ($1.53B -> $3.06B). IAPD ↗fund
$3.06B RAUM · 14 reps · 424-768-9302 · emeraldlakecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BRENTVIEW INVESTMENT MANAGEMENT, LLC reported RAUM up 26% ($185.9M -> $233.4M). IAPD ↗
$233.4M RAUM · 4 reps · 312-283-4450
Portfolio / reporting / TAMPCRMFinancial planning software
60
RITTER ALPHA, LP reported RAUM up 88% ($36.0M -> $67.9M). IAPD ↗institutional
$67.9M RAUM · 2 reps · 203-945-7567
Portfolio / reporting / TAMPCRMFinancial planning software
60
OAK CREST ADVISORY, LLC reported RAUM up 29% ($70.0M -> $90.2M). IAPD ↗
$90.2M RAUM · 3 reps · 585-507-1681 · oakcrestadvisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE CLO MANAGEMENT LLC reported RAUM up 194% ($10.42B -> $30.69B). IAPD ↗fund
$30.69B RAUM · 408 reps · 212-503-2100 · blackstone.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CAPITAL CS GROUP, LLC reported RAUM up 30% ($175.4M -> $227.3M). IAPD ↗
$227.3M RAUM · 3 reps · 949-447-5405
Portfolio / reporting / TAMPCRMFinancial planning software
60
PARABLE WEALTH ADVISORS reported RAUM up 25% ($140.9M -> $176.3M). IAPD ↗
$176.3M RAUM · 4 reps · (904) 420-0008 · parableadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BANNER RIDGE PARTNERS reported RAUM up 81% ($8.46B -> $15.32B). IAPD ↗fund
$15.32B RAUM · 19 reps · (212) 301-7135
Portfolio / reporting / TAMPCRMFinancial planning software
60
PRYSM CAPITAL, L.P. reported RAUM up 101% ($3.41B -> $6.86B). IAPD ↗fund
$6.86B RAUM · 9 reps · 609-651-5125 · prysmcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EUDAIMONIA WEALTH reported RAUM up 25% ($28.5M -> $35.8M). IAPD ↗
$35.8M RAUM · 1 reps · (716) 362-1182 · eudwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BAIN CAPITAL INSURANCE SOLUTIONS, LP reported RAUM up 80% ($3.00B -> $5.39B). IAPD ↗fund
$5.39B RAUM · 32 reps · 617-516-2318
Portfolio / reporting / TAMPCRMFinancial planning software
60
BNY MELLON ETF INVESTMENT ADVISER, LLC reported RAUM up 53% ($7.25B -> $11.10B). IAPD ↗institutional
$11.10B RAUM · 2 reps · 212-635-6980 · bny.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
INDEPENDENCE WEALTH ADVISORS, LLC reported RAUM up 29% ($162.8M -> $210.3M). IAPD ↗
$210.3M RAUM · 5 reps · 216-268-3888 · iwadirect.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BRIAN LOW FINANCIAL GROUP, LLC reported RAUM up 30% ($184.2M -> $239.3M). IAPD ↗
$239.3M RAUM · 4 reps · 225-292-4225 · brianlowfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ETHOS CAPITAL LP reported RAUM up 106% ($3.07B -> $6.31B). IAPD ↗fund
$6.31B RAUM · 7 reps · 617-880-8000
Portfolio / reporting / TAMPCRMFinancial planning software
60
SECFI ADVISORY LIMITED reported RAUM up 30% ($174.0M -> $225.9M). IAPD ↗
$225.9M RAUM · 9 reps · (707) 652-9961
Portfolio / reporting / TAMPCRMFinancial planning software
60
COMPLETE ADVISORS reported RAUM up 25% ($67.3M -> $84.2M). IAPD ↗
$84.2M RAUM · 2 reps · 516-240-6161 · completeadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TIMBER POINT CAPITAL MANAGEMENT reported RAUM up 345% ($42.4M -> $188.3M). IAPD ↗institutional
$188.3M RAUM · 3 reps · 9148983038 · timberpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EVOLUTION WEALTH MANAGEMENT INC. reported RAUM up 28% ($134.5M -> $171.7M). IAPD ↗
$171.7M RAUM · 4 reps · 239-771-8696
Portfolio / reporting / TAMPCRMFinancial planning software
60
PARKVIEW ASSET MANAGEMENT, INC. reported RAUM up 28% ($160.5M -> $206.1M). IAPD ↗
$206.1M RAUM · 2 reps · (708) 481-4000 · wpn360.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WASHINGTON HARBOUR PARTNERS LP reported RAUM up 192% ($1.62B -> $4.73B). IAPD ↗fund
$4.73B RAUM · 8 reps · 202-891-6202 · washingtonharbour.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BEDFORD RIDGE CAPITAL reported RAUM up 102% ($1.29B -> $2.61B). IAPD ↗fund
$2.61B RAUM · 3 reps · 312-530-9983 · bedfordridgecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TWO SEAS CAPITAL LP reported RAUM up 92% ($1.47B -> $2.82B). IAPD ↗fund
$2.82B RAUM · 7 reps · 914-690-8253 · twoseascap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PLEXUS CAPITAL reported RAUM up 118% ($1.73B -> $3.77B). IAPD ↗fund
$3.77B RAUM · 33 reps · 919-256-6340
Portfolio / reporting / TAMPCRMFinancial planning software
60
DELTA WEALTH ADVISORS LLC reported RAUM up 26% ($120.5M -> $151.8M). IAPD ↗
$151.8M RAUM · 2 reps · 317-735-6445
Portfolio / reporting / TAMPCRMFinancial planning software
60
ASCEND PARTNERS reported RAUM up 87% ($1.16B -> $2.18B). IAPD ↗fund
$2.18B RAUM · 13 reps · 646-689-2100 · ascendpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ANDROS CAPITAL PARTNERS LLC reported RAUM up 104% ($1.72B -> $3.51B). IAPD ↗fund
$3.51B RAUM · 6 reps · 713-568-0701 · androscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FOURSIXTHREE CAPITAL LP reported RAUM up 95% ($1.63B -> $3.18B). IAPD ↗fund
$3.18B RAUM · 10 reps · 646-805-5400 · 463cap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC reported RAUM up 119% ($1.36B -> $2.98B). IAPD ↗fund
$2.98B RAUM · 33 reps · 424.955.6388 · pacificavenuecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ARDMORE ROAD ASSET MANAGEMENT LP reported RAUM up 79% ($1.59B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 13 reps · 646-793-6220 · ardmoreroad.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WEALTHPLANS, LLC reported RAUM up 27% ($173.1M -> $219.6M). IAPD ↗
$219.6M RAUM · 1 reps · 301-695-2800
Portfolio / reporting / TAMPCRMFinancial planning software
60
TCG CROSSOVER MANAGEMENT, LLC reported RAUM up 181% ($1.80B -> $5.06B). IAPD ↗fund
$5.06B RAUM · 9 reps · 650-924-9424 · tcgcrossover.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MARKIN ASSET MANAGEMENT, LP reported RAUM up 27% ($120.3M -> $152.5M). IAPD ↗
$152.5M RAUM · 2 reps · 914-269-2338
Portfolio / reporting / TAMPCRMFinancial planning software
60
VITA PLANNING GROUP LLC reported RAUM up 30% ($64.6M -> $83.7M). IAPD ↗
$83.7M RAUM · 5 reps · 650-567-9300 · vita401k.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MAIDEN COVE CAPITAL reported RAUM up 26% ($122.3M -> $153.7M). IAPD ↗
$153.7M RAUM · 2 reps · 207-482-3840 · maidencove.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TPG SOLUTIONS ADVISORS reported RAUM up 90% ($6.11B -> $11.61B). IAPD ↗fund
$11.61B RAUM · 46 reps · 817-871-4000
Portfolio / reporting / TAMPCRMFinancial planning software
60
GROWTHCURVE CAPITAL LP reported RAUM up 77% ($1.83B -> $3.24B). IAPD ↗fund
$3.24B RAUM · 25 reps · 212-970-1900 · growthcurvecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TIFIN GIVE reported RAUM up 562% ($4.7M -> $30.9M). IAPD ↗institutional
$30.9M RAUM · 2 reps · 646 389-0402 · tifin.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
K5 GLOBAL ADVISOR LLC reported RAUM up 132% ($2.52B -> $5.85B). IAPD ↗fund
$5.85B RAUM · 5 reps · 305-206-8533 · k5global.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
INTEGRUM HOLDINGS LP reported RAUM up 114% ($2.55B -> $5.48B). IAPD ↗fund
$5.48B RAUM · 16 reps · 212-970-2500 · integrum.us
Portfolio / reporting / TAMPCRMFinancial planning software
60
OC INVESTMENT MANAGEMENT LP reported RAUM up 107% ($31.39B -> $64.98B). IAPD ↗fund
$64.98B RAUM · 3 reps · +1 305 813-0610
Portfolio / reporting / TAMPCRMFinancial planning software
60
FIDELITY DIVERSIFYING SOLUTIONS LLC reported RAUM up 95% ($9.66B -> $18.88B). IAPD ↗fund
$18.88B RAUM · 44 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
60
KELLY INTELLIGENCE reported RAUM up 133% ($35.0M -> $81.7M). IAPD ↗institutional
$81.7M RAUM · 2 reps · 303-499-1959
Portfolio / reporting / TAMPCRMFinancial planning software
60
PARVIN ASSET MANAGEMENT, LLC reported RAUM up 27% ($141.0M -> $179.0M). IAPD ↗
$179.0M RAUM · 3 reps · (610) 806-9001 · parvinam.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
GRAMERCY STRATEGIC CAPITAL LLC reported RAUM up 26% ($197.3M -> $247.9M). IAPD ↗
$247.9M RAUM · 1 reps · 917-272-7036 · gramercysc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
STRADA FINANCIAL GROUP LLC reported RAUM up 26% ($125.9M -> $159.2M). IAPD ↗
$159.2M RAUM · 2 reps · 503-667-5355 · stradafg.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
SANDBROOK CAPITAL MANAGEMENT LP reported RAUM up 87% ($2.45B -> $4.58B). IAPD ↗fund
$4.58B RAUM · 26 reps · 475-268-1450
Portfolio / reporting / TAMPCRMFinancial planning software
60
CROSS BORDER FINANCIAL PLANNING USA LLC reported RAUM up 28% ($114.7M -> $147.2M). IAPD ↗
$147.2M RAUM · 3 reps · 267-946-1099
Portfolio / reporting / TAMPCRMFinancial planning software
60
THE WEALTH BOUTIQUE reported RAUM up 28% ($94.1M -> $120.8M). IAPD ↗
$120.8M RAUM · 11 reps · 908-955-0077 · clarityfinsolutions.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VALEAS CAPITAL PARTNERS reported RAUM up 87% ($1.30B -> $2.43B). IAPD ↗fund
$2.43B RAUM · 15 reps · 415-992-3131 · valeas.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
DIVISADERO STREET CAPITAL MANAGEMENT, LP reported RAUM up 148% ($1.05B -> $2.61B). IAPD ↗fund
$2.61B RAUM · 8 reps · 917-318-3611
Portfolio / reporting / TAMPCRMFinancial planning software
60
DOUBLELINE ETF ADVISER LP reported RAUM up 55% ($1.37B -> $2.13B). IAPD ↗institutional
$2.13B RAUM · 89 reps · (813)791-7333
Portfolio / reporting / TAMPCRMFinancial planning software
60
JANSEN WEALTH MANAGEMENT LLC reported RAUM up 26% ($104.7M -> $132.3M). IAPD ↗
$132.3M RAUM · 2 reps · 715-481-0499
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. reported RAUM up 145% ($7.32B -> $17.93B). IAPD ↗fund
$17.93B RAUM · 32 reps · 212-583-5000 · bxpef.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RELATIVE SENTIMENT TECHNOLOGIES, LLC reported RAUM up 426% ($20.0M -> $105.4M). IAPD ↗institutional
$105.4M RAUM · 1 reps · 845-475-7905
Portfolio / reporting / TAMPCRMFinancial planning software
60
KINETIC PARTNERS MANAGEMENT, LP reported RAUM up 105% ($2.31B -> $4.73B). IAPD ↗fund
$4.73B RAUM · 8 reps · 305-390-4400 · kineticpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BEST LIFE INFINITY, LLC reported RAUM up 25% ($38.5M -> $48.2M). IAPD ↗
$48.2M RAUM · 6 reps · 719-966-1985
Portfolio / reporting / TAMPCRMFinancial planning software
60
SPEARHEAD ADMINISTRATIVE SERVICES, LLC reported RAUM up 78% ($2.16B -> $3.83B). IAPD ↗fund
$3.83B RAUM · 3 reps · 855-615-5318
Portfolio / reporting / TAMPCRMFinancial planning software
60
ICW HOLDINGS, LLC reported RAUM up 26% ($107.7M -> $136.2M). IAPD ↗
$136.2M RAUM · 5 reps · 347-413-4750 · icwinvest.co
Portfolio / reporting / TAMPCRMFinancial planning software
60
ASSET MANAGEMENT GROUP reported RAUM up 29% ($155.7M -> $200.1M). IAPD ↗
$200.1M RAUM · 3 reps · 678-792-5855 · assetmg-inc.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CQL CAPITAL MANAGEMENT reported RAUM up 82% ($15.1M -> $27.4M). IAPD ↗institutional
$27.4M RAUM · 3 reps · 314-896-2211 · cqlcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
STAGE WEALTH MANAGEMENT, INC. reported RAUM up 26% ($82.3M -> $103.5M). IAPD ↗
$103.5M RAUM · 3 reps · 844-782-4396 · stagewealthmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MONTHIE WEALTH ADVISORS reported RAUM up 29% ($55.3M -> $71.1M). IAPD ↗
$71.1M RAUM · 2 reps · 518-786-3534
Portfolio / reporting / TAMPCRMFinancial planning software
60
INNOVATION X ADVISORS reported RAUM up 146% ($1.83B -> $4.52B). IAPD ↗fund
$4.52B RAUM · 3 reps · 2402231988
Portfolio / reporting / TAMPCRMFinancial planning software
60
AIP MANAGEMENT US reported RAUM up 54% ($1.51B -> $2.33B). IAPD ↗institutional
$2.33B RAUM · 2 reps · 1 (929) 632 8603 · aipmanagement.dk
Portfolio / reporting / TAMPCRMFinancial planning software
60
NVERSES CAPITAL, LLC reported RAUM up 85% ($99.5M -> $184.1M). IAPD ↗institutional
$184.1M RAUM · 9 reps · 732-742-7703 · nversescapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
LEGACY SOLUTIONS, LLC reported RAUM up 26% ($192.8M -> $243.8M). IAPD ↗
$243.8M RAUM · 3 reps · 610-444-9920 · legacysolutions.org
Portfolio / reporting / TAMPCRMFinancial planning software
60
TRUELINK CAPITAL MANAGEMENT, LLC reported RAUM up 137% ($1.77B -> $4.20B). IAPD ↗fund
$4.20B RAUM · 22 reps · 310-736-5853 · truelinkcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
UNIFY FINANCIAL ADVISORS reported RAUM up 26% ($123.7M -> $155.8M). IAPD ↗
$155.8M RAUM · 2 reps · 727-306-0299 · unifyfa.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ATLAS reported RAUM up 27% ($121.3M -> $153.9M). IAPD ↗
$153.9M RAUM · 5 reps · 805-557-8713
Portfolio / reporting / TAMPCRMFinancial planning software
60
BROADWAY ADVISOR GROUP reported RAUM up 29% ($166.6M -> $214.9M). IAPD ↗
$214.9M RAUM · 3 reps · 518-477-3626 · sgroiwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
NEUBERGER BERMAN LOAN ADVISERS IV LLC reported RAUM up 77% ($3.44B -> $6.07B). IAPD ↗fund
$6.07B RAUM · 3 reps · 312-325-7700
Portfolio / reporting / TAMPCRMFinancial planning software
60
OXFORD PARK MANAGEMENT, LLC reported RAUM up 176% ($25.9M -> $71.4M). IAPD ↗institutional
$71.4M RAUM · 7 reps · 203-983-5275 · oxfordfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
INFINITY ADVISORY GROUP reported RAUM up 26% ($102.7M -> $128.9M). IAPD ↗
$128.9M RAUM · 3 reps · 269-888-2301 · infinity-advisory.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HALO INVESTMENT SERVICES, LLC reported RAUM up 84% ($32.6M -> $60.0M). IAPD ↗institutional
$60.0M RAUM · 21 reps · 312-586-2790
Portfolio / reporting / TAMPCRMFinancial planning software
60
VESTAL POINT CAPITAL, LP reported RAUM up 96% ($2.79B -> $5.47B). IAPD ↗fund
$5.47B RAUM · 8 reps · 646-989-4000 · vestalpoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
THE LINONIA PARTNERSHIP LP reported RAUM up 78% ($3.28B -> $5.84B). IAPD ↗fund
$5.84B RAUM · 8 reps · (646) 989 4226 · linonia.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VISTA CREDIT BDC MANAGEMENT, L.P. reported RAUM up 54% ($1.15B -> $1.77B). IAPD ↗institutional
$1.77B RAUM · 0 reps · (212) 804-9100 · vistaequitypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
POINTER FINANCIAL ADVISORS LLC reported RAUM up 27% ($139.4M -> $176.4M). IAPD ↗
$176.4M RAUM · 2 reps · 301-804-0250 · pointeradvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
CONSTELLATION WEALTH CAPITAL reported RAUM up 99% ($1.27B -> $2.52B). IAPD ↗fund
$2.52B RAUM · 9 reps · 312-626-6067 · constellationwealthcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RIGDEN CAPITAL STRATEGIES reported RAUM up 25% ($104.1M -> $130.1M). IAPD ↗
$130.1M RAUM · 6 reps · 303-351-1618
Portfolio / reporting / TAMPCRMFinancial planning software
60
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC reported RAUM up 105% ($28.30B -> $57.92B). IAPD ↗fund
$57.92B RAUM · 443 reps · 212-503-2100
Portfolio / reporting / TAMPCRMFinancial planning software
60
WATERCOLOR FINANCIAL reported RAUM up 27% ($184.8M -> $234.8M). IAPD ↗
$234.8M RAUM · 3 reps · 512-250-1544 · watercolorfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
TIDE COVE CAPITAL PARTNERS LLC reported RAUM up 29% ($142.1M -> $183.1M). IAPD ↗
$183.1M RAUM · 2 reps · 858-224-3507 · tidecovecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ASPIRE STRATEGIST PORTFOLIOS LLC reported RAUM up 193% ($33.2M -> $97.3M). IAPD ↗institutional
$97.3M RAUM · 3 reps · 212 292 3177 · aspiresp.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MEKETA CAPITAL, LLC reported RAUM up 130% ($36.1M -> $83.0M). IAPD ↗institutional
$83.0M RAUM · 14 reps · 720-697-1010 · meketacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
MURPHY & MULLICK CAPITAL MANAGEMENT CORP reported RAUM up 28% ($136.3M -> $174.1M). IAPD ↗
$174.1M RAUM · 2 reps · 631-257-0080 · mmcmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
BREAKWALL INVESTMENT ADVISOR LLC reported RAUM up 99% ($1.77B -> $3.52B). IAPD ↗fund
$3.52B RAUM · 8 reps · 516-363-2004 · breakwallcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PEAKSHARES LLC reported RAUM up 531% ($17.4M -> $110.0M). IAPD ↗institutional
$110.0M RAUM · 3 reps · 877-577-3257 · peaksharesfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
RDG CAPITAL MANAGEMENT LLC reported RAUM up 26% ($104.8M -> $131.8M). IAPD ↗
$131.8M RAUM · 3 reps · 585-673-2690 · rdgcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FCIG WEALTH MANAGEMENT, LLC reported RAUM up 29% ($107.3M -> $138.4M). IAPD ↗
$138.4M RAUM · 4 reps · 877-420-5234 · fcigglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EXPRESSIVE WEALTH LLC reported RAUM up 26% ($131.1M -> $165.2M). IAPD ↗
$165.2M RAUM · 9 reps · 847-595-8812 · expressivewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
917 ADVISORY SERVICES LLC reported RAUM up 29% ($130.2M -> $167.5M). IAPD ↗
$167.5M RAUM · 3 reps · 509-328-5627 · johnschram.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
D2 ASSET MANAGEMENT reported RAUM up 78% ($1.01B -> $1.79B). IAPD ↗fund
$1.79B RAUM · 9 reps · 214-831-5640 · d2-am.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PLANWISER FINANCIAL reported RAUM up 26% ($134.1M -> $169.1M). IAPD ↗
$169.1M RAUM · 2 reps · 719-822-0808 · planwiser.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
WAYVE CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($136.2M -> $175.1M). IAPD ↗
$175.1M RAUM · 3 reps · 215-834-0615 · wayvecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
NIOBRARA CAPITAL PARTNERS reported RAUM up 121% ($7.74B -> $17.07B). IAPD ↗fund
$17.07B RAUM · 10 reps · 917-944-1484 · niobraracap.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VARIADIC LLC reported RAUM up 85% ($103.6M -> $191.4M). IAPD ↗institutional
$191.4M RAUM · 10 reps · 646-916-1581 · variadic.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
EXIT WEALTH ADVISORS reported RAUM up 30% ($187.2M -> $243.2M). IAPD ↗
$243.2M RAUM · 3 reps · 404-474-8513 · exitwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
ELLIS FINANCIAL PLANNING reported RAUM up 29% ($140.5M -> $180.7M). IAPD ↗
$180.7M RAUM · 3 reps · 931-905-0050
Portfolio / reporting / TAMPCRMFinancial planning software
60
KING RIDGE CAPITAL ADVISORS, LLC reported RAUM up 546% ($7.0M -> $45.1M). IAPD ↗institutional
$45.1M RAUM · 2 reps · 617-797-2024
Portfolio / reporting / TAMPCRMFinancial planning software
60
STATERA WEALTH MANAGEMENT reported RAUM up 27% ($145.0M -> $184.7M). IAPD ↗
$184.7M RAUM · 4 reps · 435-673-6350 · staterawealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
VIAQUEST ADVISORS LLC reported RAUM up 26% ($138.8M -> $174.4M). IAPD ↗
$174.4M RAUM · 3 reps · 281-335-7609 · viaquestfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
PACIFIC WAY CAPITAL MANAGEMENT, LLC reported RAUM up 1880% ($1.70B -> $33.57B). IAPD ↗fund
$33.57B RAUM · 4 reps · 646-893-4859
Portfolio / reporting / TAMPCRMFinancial planning software
60
MANISPACE CAPITAL reported RAUM up 274% ($26.1M -> $97.4M). IAPD ↗institutional
$97.4M RAUM · 1 reps · 609-712-6527
Portfolio / reporting / TAMPCRMFinancial planning software
60
THE BREIT GROUP reported RAUM up 29% ($102.2M -> $131.6M). IAPD ↗
$131.6M RAUM · 1 reps · (704) 502-6069 · thebreitgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FORS FINANCIAL reported RAUM up 26% ($107.3M -> $134.9M). IAPD ↗
$134.9M RAUM · 2 reps · 360-457-6116 · forsfinancialconsulting.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
HOOVER PRIVATE WEALTH, LLC reported RAUM up 30% ($132.0M -> $171.3M). IAPD ↗
$171.3M RAUM · 2 reps · (248) 298-4000 · hooverprivatewealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
60
FP STRATEGIES reported RAUM up 159% ($56.5M -> $146.5M). IAPD ↗institutional
$146.5M RAUM · 5 reps · 9298123667
Portfolio / reporting / TAMPCRMFinancial planning software
59
GLOBAL X MANAGEMENT COMPANY LLC reported RAUM up 49% ($55.75B -> $83.02B). IAPD ↗institutional
$83.02B RAUM · 30 reps · 212-644-6440 · globalxetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
ADVISORSHARES reported RAUM up 45% ($1.19B -> $1.72B). IAPD ↗institutional
$1.72B RAUM · 5 reps · 877-843-3831
Portfolio / reporting / TAMPCRMFinancial planning software
59
KRANE FUNDS ADVISORS, LLC reported RAUM up 46% ($7.95B -> $11.57B). IAPD ↗institutional
$11.57B RAUM · 12 reps · 212-933-0393
Portfolio / reporting / TAMPCRMFinancial planning software
59
CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC reported RAUM up 73% ($134.5M -> $232.0M). IAPD ↗institutional
$232.0M RAUM · 2 reps · 732-595-2200 · acrisure.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
SACHEM HEAD CAPITAL MANAGEMENT LP reported RAUM up 74% ($4.12B -> $7.16B). IAPD ↗fund
$7.16B RAUM · 10 reps · 212-714-3300 · sachemhead.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
ENGINEERS GATE MANAGER LP reported RAUM up 71% ($13.57B -> $23.17B). IAPD ↗fund
$23.17B RAUM · 168 reps · 646-757-2800
Portfolio / reporting / TAMPCRMFinancial planning software
59
G SQUARED EQUITY MANAGEMENT LP reported RAUM up 74% ($3.79B -> $6.60B). IAPD ↗fund
$6.60B RAUM · 38 reps · 312-552-7160 · gsquared.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC reported RAUM up 71% ($39.21B -> $66.93B). IAPD ↗fund
$66.93B RAUM · 35 reps · 302 797 2000 · douyin.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
AEQUIM ALTERNATIVE INVESTMENTS LP reported RAUM up 72% ($4.81B -> $8.25B). IAPD ↗fund
$8.25B RAUM · 4 reps · 415-477-9077
Portfolio / reporting / TAMPCRMFinancial planning software
59
MADISON AVENUE PARTNERS LP reported RAUM up 71% ($2.30B -> $3.93B). IAPD ↗fund
$3.93B RAUM · 5 reps · (212) 702-8644 · madisonavenuepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
TOMALES BAY CAPITAL reported RAUM up 73% ($2.96B -> $5.11B). IAPD ↗fund
$5.11B RAUM · 1 reps · (415) 723-0608 · tomalesbaycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
MTC WEALTH MANAGEMENT reported RAUM up 58% ($207.7M -> $329.0M). IAPD ↗institutional
$329.0M RAUM · 9 reps · 888-727-9191
Portfolio / reporting / TAMPCRMFinancial planning software
59
GREENSLEDGE ADVISORS LLC reported RAUM up 49% ($1.56B -> $2.31B). IAPD ↗institutional
$2.31B RAUM · 0 reps · 212-792-5275
Portfolio / reporting / TAMPCRMFinancial planning software
59
FORMENTERA PARTNERS LP reported RAUM up 72% ($1.91B -> $3.29B). IAPD ↗fund
$3.29B RAUM · 11 reps · 512-320-9812
Portfolio / reporting / TAMPCRMFinancial planning software
59
BANSK GROUP LLC reported RAUM up 70% ($3.22B -> $5.48B). IAPD ↗fund
$5.48B RAUM · 21 reps · (646) 757-9137 · banskgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
MERIDIEM CAPITAL PARTNERS LP reported RAUM up 74% ($1.23B -> $2.15B). IAPD ↗fund
$2.15B RAUM · 10 reps · (469) 317-2120 · meridiemcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
59
GLOBAL STRATEGIC RISK MANAGEMENT, LLC reported RAUM up 71% ($1.70B -> $2.91B). IAPD ↗fund
$2.91B RAUM · 6 reps · 401-749-4589 · gsrm.io
Portfolio / reporting / TAMPCRMFinancial planning software
59
QUADRATURE US INC. reported RAUM up 73% ($16.66B -> $28.80B). IAPD ↗fund
$28.80B RAUM · 120 reps · 646-224-7425
Portfolio / reporting / TAMPCRMFinancial planning software
58
BAXTER CAPITAL MANAGEMENT INC reported RAUM up 41% ($2.98B -> $4.19B). IAPD ↗institutional
$4.19B RAUM · 3 reps · 317-706-0041
Portfolio / reporting / TAMPCRMFinancial planning software
58
ELLINGTON MANAGEMENT GROUP, L.L.C. reported RAUM up 69% ($12.28B -> $20.76B). IAPD ↗fund
$20.76B RAUM · 68 reps · 203-698-1200
Portfolio / reporting / TAMPCRMFinancial planning software
58
CARRINGTON CAPITAL MANAGEMENT, LLC reported RAUM up 43% ($3.55B -> $5.08B). IAPD ↗institutional
$5.08B RAUM · 32 reps · 203-661-6186
Portfolio / reporting / TAMPCRMFinancial planning software
58
GLAZER CAPITAL, LLC. reported RAUM up 67% ($4.08B -> $6.81B). IAPD ↗fund
$6.81B RAUM · 19 reps · 212-808-7304 · glazercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SANDS CAPITAL ALTERNATIVES, LLC reported RAUM up 68% ($3.21B -> $5.41B). IAPD ↗fund
$5.41B RAUM · 66 reps · 703-562-4000 · sandscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
HIGHVISTA STRATEGIES LLC reported RAUM up 70% ($5.37B -> $9.10B). IAPD ↗fund
$9.10B RAUM · 30 reps · 617-406-6500 · highvistastrategies.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
FIGURE INVESTMENT ADVISORS, LLC reported RAUM up 226% ($135.7M -> $442.2M). IAPD ↗fund
$442.2M RAUM · 2 reps · 628-236-5851 · figuremarkets.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. reported RAUM up 225% ($124.6M -> $405.4M). IAPD ↗fund
$405.4M RAUM · 9 reps · +1 415 489 3600 · orbis.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SAYBROOK FUND ADVISORS, LLC reported RAUM up 111% ($218.7M -> $461.2M). IAPD ↗fund
$461.2M RAUM · 7 reps · 310-601-3710 · saybrookfundadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CRAWFORD FUND MANAGEMENT, LLC reported RAUM up 93% ($184.7M -> $356.1M). IAPD ↗fund
$356.1M RAUM · 4 reps · 617-274-5617 · crawfordfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
RATAN CAPITAL MANAGEMENT, LP reported RAUM up 105% ($196.1M -> $401.9M). IAPD ↗fund
$401.9M RAUM · 2 reps · 917-697-3008
Portfolio / reporting / TAMPCRMFinancial planning software
58
SFW CAPITAL PARTNERS LP reported RAUM up 85% ($502.0M -> $929.7M). IAPD ↗fund
$929.7M RAUM · 6 reps · 914-510-8910 · sfwcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CONNECTIVE CAPITAL MANAGEMENT, LLC reported RAUM up 212% ($100.3M -> $312.5M). IAPD ↗fund
$312.5M RAUM · 3 reps · (650) 321-4545 · connectcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
MQS MANAGEMENT, LLC reported RAUM up 130% ($130.0M -> $299.4M). IAPD ↗fund
$299.4M RAUM · 5 reps · (212) 685-3600 · mqsmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
AOF MANAGEMENT LLC reported RAUM up 94% ($238.2M -> $461.5M). IAPD ↗fund
$461.5M RAUM · 6 reps · (310) 691-1717
Portfolio / reporting / TAMPCRMFinancial planning software
58
DARSANA CAPITAL PARTNERS LP reported RAUM up 66% ($10.01B -> $16.67B). IAPD ↗fund
$16.67B RAUM · 11 reps · 212-589-5300
Portfolio / reporting / TAMPCRMFinancial planning software
58
RED CEDAR INVESTMENT MANAGEMENT reported RAUM up 68% ($1.98B -> $3.33B). IAPD ↗fund
$3.33B RAUM · 13 reps · 616-378-6916 · redcedarim.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
MUTIMA CAPITAL MANAGEMENT LLC reported RAUM up 98% ($170.6M -> $337.4M). IAPD ↗fund
$337.4M RAUM · 3 reps · (212) 967-1222 · mutimacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CASTLE HOOK PARTNERS LP reported RAUM up 66% ($6.61B -> $10.96B). IAPD ↗fund
$10.96B RAUM · 18 reps · 212-698-4720 · castlehook.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP reported RAUM up 84% ($181.2M -> $333.9M). IAPD ↗fund
$333.9M RAUM · 4 reps · (305) 925-0420 · eschatonfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
BRIGHT PORTFOLIOS, LLC reported RAUM up 67% ($81.1M -> $135.7M). IAPD ↗institutional
$135.7M RAUM · 2 reps · 877-274-7678 · brightportfolios.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
WINCOVE reported RAUM up 83% ($266.7M -> $488.8M). IAPD ↗fund
$488.8M RAUM · 8 reps · (603) 770-9785
Portfolio / reporting / TAMPCRMFinancial planning software
58
ARETEX CAPITAL MANAGEMENT, LP reported RAUM up 184% ($88.6M -> $251.6M). IAPD ↗fund
$251.6M RAUM · 2 reps · 212-651-2260 · aretexcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ARTIST CAPITAL MANAGEMENT LLC reported RAUM up 114% ($195.1M -> $417.6M). IAPD ↗fund
$417.6M RAUM · 4 reps · 212-218-7632 · artistcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
KIRKOSWALD ASSET MANAGEMENT LLC reported RAUM up 69% ($16.09B -> $27.16B). IAPD ↗fund
$27.16B RAUM · 18 reps · 1-332-207-4650
Portfolio / reporting / TAMPCRMFinancial planning software
58
GLS CAPITAL, LLC reported RAUM up 82% ($507.6M -> $924.7M). IAPD ↗fund
$924.7M RAUM · 7 reps · 312-900-0160
Portfolio / reporting / TAMPCRMFinancial planning software
58
PROEM ADVISORS LLC reported RAUM up 83% ($259.2M -> $474.1M). IAPD ↗fund
$474.1M RAUM · 4 reps · 214-706-9344 · proemasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
NOVA INFRASTRUCTURE MANAGEMENT, LLC reported RAUM up 69% ($1.07B -> $1.81B). IAPD ↗fund
$1.81B RAUM · 17 reps · 646-889-8100 · novainfrastructure.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
BSP CLO MANAGEMENT LLC reported RAUM up 66% ($7.36B -> $12.24B). IAPD ↗fund
$12.24B RAUM · 110 reps · 212-588-6770
Portfolio / reporting / TAMPCRMFinancial planning software
58
HILL CITY CAPITAL LP reported RAUM up 69% ($2.87B -> $4.86B). IAPD ↗fund
$4.86B RAUM · 5 reps · 617-702-7408 · hillcitycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
XN LP reported RAUM up 66% ($4.46B -> $7.41B). IAPD ↗fund
$7.41B RAUM · 18 reps · 646-849-0500 · xnlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
OUTCOME DRIVEN STRATEGIES, LLC reported RAUM up 53% ($235.2M -> $360.4M). IAPD ↗institutional
$360.4M RAUM · 6 reps · 410-468-1695
Portfolio / reporting / TAMPCRMFinancial planning software
58
GENERATIVE INVESTMENT PARTNERS LP reported RAUM up 93% ($152.4M -> $293.9M). IAPD ↗fund
$293.9M RAUM · 3 reps · (203) 554-8000 · generativeinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ARIS MANAGEMENT, LLC reported RAUM up 66% ($1.25B -> $2.08B). IAPD ↗fund
$2.08B RAUM · 912 reps · 212-515-3200
Portfolio / reporting / TAMPCRMFinancial planning software
58
TACTICAL INFRASTRUCTURE PARTNERS reported RAUM up 118% ($182.4M -> $398.3M). IAPD ↗fund
$398.3M RAUM · 6 reps · 315-388-8802 · tacticalinfra.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SQUARE WAVE CAPITAL reported RAUM up 310% ($104.7M -> $428.8M). IAPD ↗fund
$428.8M RAUM · 3 reps · 203-733-6139 · squarewavecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
PROSSER CREEK ASSET MANAGEMENT LLC reported RAUM up 96% ($136.3M -> $266.7M). IAPD ↗fund
$266.7M RAUM · 1 reps · 415-294-3507
Portfolio / reporting / TAMPCRMFinancial planning software
58
IRENIC CAPITAL MANAGEMENT LP reported RAUM up 65% ($1.45B -> $2.40B). IAPD ↗fund
$2.40B RAUM · 7 reps · 646-993-6330
Portfolio / reporting / TAMPCRMFinancial planning software
58
OHA PRIVATE CREDIT ADVISORS LLC reported RAUM up 42% ($2.53B -> $3.58B). IAPD ↗institutional
$3.58B RAUM · 113 reps · 212-326-1500 · oakhilladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
LOCK 8 PARTNERS reported RAUM up 111% ($196.4M -> $414.7M). IAPD ↗fund
$414.7M RAUM · 7 reps · 202-460-4860 · lock8partners.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
10 EAST PARTNERS LLC reported RAUM up 93% ($253.4M -> $490.3M). IAPD ↗fund
$490.3M RAUM · 7 reps · (646) 532-2440 · app.10east.co
Portfolio / reporting / TAMPCRMFinancial planning software
58
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC reported RAUM up 65% ($4.26B -> $7.03B). IAPD ↗fund
$7.03B RAUM · 12 reps · 312-948-9899 · usitfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SELLARONDA GLOBAL MANAGEMENT LP reported RAUM up 81% ($273.2M -> $493.1M). IAPD ↗fund
$493.1M RAUM · 3 reps · (212) 970-5110
Portfolio / reporting / TAMPCRMFinancial planning software
58
ARTHUR VENTURES reported RAUM up 66% ($1.55B -> $2.56B). IAPD ↗fund
$2.56B RAUM · 19 reps · 612-552-6792 · arthurventures.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
LEONID CAPITAL PARTNERS, LLC reported RAUM up 114% ($169.4M -> $363.0M). IAPD ↗fund
$363.0M RAUM · 16 reps · 562-737-6935 · leonidcp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
RAVENSWOOD PARTNERS LP reported RAUM up 180% ($155.7M -> $436.1M). IAPD ↗fund
$436.1M RAUM · 3 reps · 703-382-8689
Portfolio / reporting / TAMPCRMFinancial planning software
58
ANTHELION CAPITAL PARTNERS LLC reported RAUM up 68% ($1.88B -> $3.15B). IAPD ↗fund
$3.15B RAUM · 7 reps · 212 339 1900
Portfolio / reporting / TAMPCRMFinancial planning software
58
LINGOTTO US LLC reported RAUM up 67% ($1.18B -> $1.97B). IAPD ↗fund
$1.97B RAUM · 11 reps · 44 (0) 20 3781 9332 · lingotto.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ALTRIARCH ASSET MANAGEMENT, LLC reported RAUM up 113% ($163.6M -> $349.1M). IAPD ↗fund
$349.1M RAUM · 5 reps · 704-607-8840 · altriarch.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CONGRUENCE CAPITAL, LLC reported RAUM up 168% ($124.3M -> $333.5M). IAPD ↗fund
$333.5M RAUM · 3 reps · 213-757-8205 · congruencecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ARCHITECT EQUITY reported RAUM up 304% ($95.1M -> $383.9M). IAPD ↗fund
$383.9M RAUM · 13 reps · 310-504-3760
Portfolio / reporting / TAMPCRMFinancial planning software
58
JAIN GLOBAL LLC reported RAUM up 67% ($19.42B -> $32.39B). IAPD ↗fund
$32.39B RAUM · 240 reps · 212-671-4011 · jainglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
5C ADVISOR reported RAUM up 949% ($25.0M -> $262.2M). IAPD ↗fund
$262.2M RAUM · 12 reps · 212-516-3171 · 5cinvest.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
SOUNDCORE CAPITAL PARTNERS, LP reported RAUM up 85% ($216.3M -> $400.4M). IAPD ↗fund
$400.4M RAUM · 15 reps · 212-812-1180
Portfolio / reporting / TAMPCRMFinancial planning software
58
AFBI LP reported RAUM up 68% ($1.40B -> $2.34B). IAPD ↗fund
$2.34B RAUM · 11 reps · 917-865-5747
Portfolio / reporting / TAMPCRMFinancial planning software
58
DIADEMA PARTNERS LP reported RAUM up 124% ($177.6M -> $397.9M). IAPD ↗fund
$397.9M RAUM · 4 reps · 646-979-8432 · diademapartnerslp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
ISHARA INVESTMENTS LP reported RAUM up 157% ($101.0M -> $259.1M). IAPD ↗fund
$259.1M RAUM · 5 reps · (818) 983-4448 · isharainvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
GQG PRIVATE CAPITAL SOLUTIONS LLC reported RAUM up 157% ($104.0M -> $266.8M). IAPD ↗fund
$266.8M RAUM · 7 reps · 754-218-5500
Portfolio / reporting / TAMPCRMFinancial planning software
58
NEW CATALYST reported RAUM up 82% ($185.0M -> $336.9M). IAPD ↗fund
$336.9M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
LINCOLN ENERGY HOLDINGS LLC reported RAUM up 190% ($108.7M -> $315.3M). IAPD ↗fund
$315.3M RAUM · 7 reps · 720-909-6608 · delrioroyalty.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
CIFC PRIVATE CREDIT MANAGEMENT LLC reported RAUM up 121% ($131.0M -> $289.9M). IAPD ↗fund
$289.9M RAUM · 89 reps · 786-652-3250 · cifc.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
TAP ROOT CAPITAL MANAGEMENT LP reported RAUM up 160% ($114.3M -> $297.3M). IAPD ↗fund
$297.3M RAUM · 8 reps · (908) 292-0050 · taprootcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
58
LINEAGE POINT CAPITAL LP reported RAUM up 55% ($190.3M -> $294.7M). IAPD ↗institutional
$294.7M RAUM · 2 reps · 561-956-6530 · lineagepointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
THE INFORMED MOMENTUM COMPANY LLC reported RAUM up 36% ($1.10B -> $1.49B). IAPD ↗institutional
$1.49B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
PROPHET CAPITAL ASSET MANAGEMENT reported RAUM up 61% ($3.28B -> $5.27B). IAPD ↗fund
$5.27B RAUM · 6 reps · 512-327-9500
Portfolio / reporting / TAMPCRMFinancial planning software
57
DYNASTY WEALTH MANAGEMENT, LLC reported RAUM up 60% ($8.67B -> $13.88B). IAPD ↗fund
$13.88B RAUM · 3 reps · 727-865-4809
Portfolio / reporting / TAMPCRMFinancial planning software
57
ROCKLAND CAPITAL, LP reported RAUM up 64% ($2.68B -> $4.39B). IAPD ↗fund
$4.39B RAUM · 15 reps · 281-863-9000 · rocklandcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
DOMINUS CAPITAL MANAGEMENT, L.P. reported RAUM up 60% ($1.04B -> $1.67B). IAPD ↗fund
$1.67B RAUM · 11 reps · 212-784-5440 · dominuscap.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
SOROBAN CAPITAL PARTNERS LP reported RAUM up 64% ($9.58B -> $15.67B). IAPD ↗fund
$15.67B RAUM · 12 reps · 212-314-1300 · sorobancap.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
MAINSAIL PARTNERS reported RAUM up 61% ($2.48B -> $4.00B). IAPD ↗fund
$4.00B RAUM · 28 reps · 512-772-2260
Portfolio / reporting / TAMPCRMFinancial planning software
57
GREAT HILL PARTNERS reported RAUM up 63% ($11.68B -> $18.99B). IAPD ↗fund
$18.99B RAUM · 69 reps · 617-790-9400
Portfolio / reporting / TAMPCRMFinancial planning software
57
LIGHTSPEED VENTURE PARTNERS reported RAUM up 60% ($31.19B -> $50.01B). IAPD ↗fund
$50.01B RAUM · 125 reps · 650-234-8300 · lsvp.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
STAR ASIA MANAGEMENT reported RAUM up 39% ($3.45B -> $4.81B). IAPD ↗institutional
$4.81B RAUM · 2 reps · 856-281-1801
Portfolio / reporting / TAMPCRMFinancial planning software
57
MONROE CAPITAL BDC ADVISORS, LLC reported RAUM up 40% ($4.80B -> $6.71B). IAPD ↗institutional
$6.71B RAUM · 21 reps · (312) 258-8300
Portfolio / reporting / TAMPCRMFinancial planning software
57
QUINN OPPORTUNITY PARTNERS reported RAUM up 62% ($1.61B -> $2.61B). IAPD ↗fund
$2.61B RAUM · 1 reps · 917-770-2705 · quinnopportunities.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
SHELTER GROWTH CAPITAL PARTNERS LLC reported RAUM up 63% ($2.86B -> $4.66B). IAPD ↗fund
$4.66B RAUM · 10 reps · 203-355-6100
Portfolio / reporting / TAMPCRMFinancial planning software
57
DWIGHT SECURITIES MANAGEMENT LLC reported RAUM up 61% ($2.83B -> $4.56B). IAPD ↗fund
$4.56B RAUM · 34 reps · 212-960-3750 · dwightmortgagetrust.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
KLAFF REALTY, LP reported RAUM up 72% ($159.6M -> $275.0M). IAPD ↗fund
$275.0M RAUM · 2 reps · 312-360-1234
Portfolio / reporting / TAMPCRMFinancial planning software
57
STRATOS INVESTMENT MANAGEMENT, LLC reported RAUM up 36% ($2.44B -> $3.31B). IAPD ↗institutional
$3.31B RAUM · 4 reps · 4402104900 · stratosinvestmentmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
INNOVATOR CAPITAL MANAGEMENT, LLC reported RAUM up 36% ($22.28B -> $30.24B). IAPD ↗institutional
$30.24B RAUM · 6 reps · 800-208-5212
Portfolio / reporting / TAMPCRMFinancial planning software
57
QSEMBLE CAPITAL MANAGEMENT, LP reported RAUM up 61% ($1.22B -> $1.95B). IAPD ↗fund
$1.95B RAUM · 5 reps · 646-813-3501 · qsemble.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
MEREWETHER INVESTMENT MANAGEMENT, LP reported RAUM up 62% ($4.28B -> $6.91B). IAPD ↗fund
$6.91B RAUM · 18 reps · 214-453-5522 · merewetherinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
RPA FINANCIAL, LLC reported RAUM up 36% ($7.99B -> $10.88B). IAPD ↗institutional
$10.88B RAUM · 4 reps · 415-526-2753
Portfolio / reporting / TAMPCRMFinancial planning software
57
HUMAN CAPITAL reported RAUM up 64% ($2.68B -> $4.38B). IAPD ↗fund
$4.38B RAUM · 15 reps · 415-295-2379 · human.capital
Portfolio / reporting / TAMPCRMFinancial planning software
57
ATREIDES MANAGEMENT, LP reported RAUM up 62% ($5.52B -> $8.94B). IAPD ↗fund
$8.94B RAUM · 15 reps · 617-422-0000 · atreidesmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
WOODLINE PARTNERS LP reported RAUM up 61% ($22.74B -> $36.66B). IAPD ↗fund
$36.66B RAUM · 48 reps · 415-801-4550
Portfolio / reporting / TAMPCRMFinancial planning software
57
CIM CAPITAL SA MANAGEMENT, LLC reported RAUM up 64% ($82.1M -> $134.2M). IAPD ↗institutional
$134.2M RAUM · 16 reps · 323-860-4900
Portfolio / reporting / TAMPCRMFinancial planning software
57
PICTET ASSET MANAGEMENT (USA) CORP reported RAUM up 47% ($259.5M -> $382.0M). IAPD ↗institutional
$382.0M RAUM · 1 reps · 1 212 237 3190 · am.pictet.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
ERA PARTNERS LLC reported RAUM up 64% ($1.01B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 11 reps · 415-463-3965
Portfolio / reporting / TAMPCRMFinancial planning software
57
DEEP TRACK CAPITAL, LP reported RAUM up 61% ($5.19B -> $8.37B). IAPD ↗fund
$8.37B RAUM · 12 reps · 203-409-0810 · deeptrackcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
ARDAN EQUITY PARTNERS, LLC reported RAUM up 74% ($254.0M -> $441.4M). IAPD ↗fund
$441.4M RAUM · 6 reps · 917-304-7294
Portfolio / reporting / TAMPCRMFinancial planning software
57
RICHBROOK ADVISORS, LP reported RAUM up 63% ($1.02B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 6 reps · 646-833-1020
Portfolio / reporting / TAMPCRMFinancial planning software
57
FRAZIER LIFE SCIENCES MANAGEMENT, LP reported RAUM up 61% ($4.33B -> $6.97B). IAPD ↗fund
$6.97B RAUM · 47 reps · 650-325-5156 · frazierls.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
IMPACTASSETS CAPITAL PARTNERS PB LLC reported RAUM up 60% ($1.80B -> $2.89B). IAPD ↗fund
$2.89B RAUM · 15 reps · 855-920-2303 · impactassetscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
NPPG PLAN PROFESSIONALS, LLC reported RAUM up 38% ($4.55B -> $6.27B). IAPD ↗institutional
$6.27B RAUM · 2 reps · 732-758-1577 · nppg.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
CHECKPOINT CAPITAL L.P. reported RAUM up 72% ($194.3M -> $333.8M). IAPD ↗fund
$333.8M RAUM · 2 reps · 914-355-0570 · checkpointlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
DIAMETER PRINCIPAL FINANCE LLC reported RAUM up 40% ($2.47B -> $3.45B). IAPD ↗institutional
$3.45B RAUM · 62 reps · 212-665-1400 · diametercap.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
DOCKSIDE PLATFORMS reported RAUM up 60% ($6.00B -> $9.63B). IAPD ↗fund
$9.63B RAUM · 3 reps · 917-563-4874
Portfolio / reporting / TAMPCRMFinancial planning software
57
GENERAL INNOVATION CAPITAL, LLC reported RAUM up 72% ($200.0M -> $345.0M). IAPD ↗fund
$345.0M RAUM · 6 reps · 917-816-1744
Portfolio / reporting / TAMPCRMFinancial planning software
57
SWP INVESTMENT MANAGEMENT LLC reported RAUM up 65% ($84.1M -> $138.4M). IAPD ↗institutional
$138.4M RAUM · 5 reps · 216-800-9000
Portfolio / reporting / TAMPCRMFinancial planning software
57
NEWMILE CAPITAL LLC reported RAUM up 48% ($198.9M -> $293.6M). IAPD ↗institutional
$293.6M RAUM · 5 reps · 703-307-5527 · newmilecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
57
PACT reported RAUM up 71% ($520.0M -> $891.7M). IAPD ↗fund
$891.7M RAUM · 13 reps · 646-650-8024 · pactcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
ADVANTAGE ADVISERS MANAGEMENT, LLC reported RAUM up 69% ($277.7M -> $468.8M). IAPD ↗fund
$468.8M RAUM · 4 reps · 212-667-4225
Portfolio / reporting / TAMPCRMFinancial planning software
56
CONTEXT CAPITAL MANAGEMENT LLC reported RAUM up 60% ($5.02B -> $8.01B). IAPD ↗fund
$8.01B RAUM · 8 reps · 858-481-3666
Portfolio / reporting / TAMPCRMFinancial planning software
56
BIVIUM CAPITAL PARTNERS, LLC reported RAUM up 32% ($5.10B -> $6.73B). IAPD ↗institutional
$6.73B RAUM · 10 reps · 415-825-0610 · biviumcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. reported RAUM up 59% ($21.05B -> $33.37B). IAPD ↗fund
$33.37B RAUM · 45 reps · 212-478-0000 · deshaw.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
WESTERLY CAPITAL MANAGEMENT LLC reported RAUM up 70% ($288.0M -> $488.9M). IAPD ↗fund
$488.9M RAUM · 2 reps · 415-547-9000 · westerlycap.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
AKSIA LLC reported RAUM up 58% ($22.31B -> $35.20B). IAPD ↗fund
$35.20B RAUM · 128 reps · 212-710-5710
Portfolio / reporting / TAMPCRMFinancial planning software
56
HGGC, LLC reported RAUM up 55% ($6.98B -> $10.84B). IAPD ↗fund
$10.84B RAUM · 39 reps · 650-321-4910
Portfolio / reporting / TAMPCRMFinancial planning software
56
SILVERBAY CAPITAL MANAGEMENT LLC reported RAUM up 31% ($12.25B -> $16.06B). IAPD ↗institutional
$16.06B RAUM · 30 reps · 212-716-6840
Portfolio / reporting / TAMPCRMFinancial planning software
56
OBRA CAPITAL MANAGEMENT, LLC. reported RAUM up 60% ($3.60B -> $5.75B). IAPD ↗fund
$5.75B RAUM · 84 reps · 917-831-1000
Portfolio / reporting / TAMPCRMFinancial planning software
56
BAKER BROTHERS INVESTMENTS reported RAUM up 56% ($18.02B -> $28.15B). IAPD ↗fund
$28.15B RAUM · 17 reps · 212-339-5600
Portfolio / reporting / TAMPCRMFinancial planning software
56
DISCOVERY CAPITAL MANAGEMENT, LLC reported RAUM up 57% ($4.30B -> $6.75B). IAPD ↗fund
$6.75B RAUM · 20 reps · 203-838-3188 · discoverycapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
RP MANAGEMENT, LLC reported RAUM up 58% ($1.36B -> $2.14B). IAPD ↗fund
$2.14B RAUM · 1 reps · 212-883-0200
Portfolio / reporting / TAMPCRMFinancial planning software
56
PEAK ROCK CAPITAL LLC reported RAUM up 60% ($4.56B -> $7.28B). IAPD ↗fund
$7.28B RAUM · 55 reps · 512-765-6520 · peakrockcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
SESSA CAPITAL reported RAUM up 59% ($4.72B -> $7.52B). IAPD ↗fund
$7.52B RAUM · 7 reps · 212-257-4410 · sessacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
NEW STATE CAPITAL PARTNERS reported RAUM up 56% ($1.25B -> $1.95B). IAPD ↗fund
$1.95B RAUM · 22 reps · 212-675-1600
Portfolio / reporting / TAMPCRMFinancial planning software
56
WELLINGTON ALTERNATIVE INVESTMENTS reported RAUM up 57% ($58.68B -> $92.17B). IAPD ↗fund
$92.17B RAUM · 1 reps · 617-951-5372
Portfolio / reporting / TAMPCRMFinancial planning software
56
LWO LLC reported RAUM up 65% ($539.5M -> $890.8M). IAPD ↗fund
$890.8M RAUM · 15 reps · 605-380-5347 · longwateropportunities.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
BASIS MANAGEMENT GROUP LLC reported RAUM up 56% ($1.33B -> $2.07B). IAPD ↗fund
$2.07B RAUM · 44 reps · 212-842-5712 · basisinvgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
MANTLE RIDGE LP reported RAUM up 60% ($3.35B -> $5.35B). IAPD ↗fund
$5.35B RAUM · 6 reps · 646-762-8540 · mantleridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
RADIAN CAPITAL LLC reported RAUM up 58% ($1.23B -> $1.94B). IAPD ↗fund
$1.94B RAUM · 23 reps · 888-384-8777
Portfolio / reporting / TAMPCRMFinancial planning software
56
SOLEUS CAPITAL MANAGEMENT, L.P. reported RAUM up 57% ($2.34B -> $3.66B). IAPD ↗fund
$3.66B RAUM · 12 reps · 475-208-3178
Portfolio / reporting / TAMPCRMFinancial planning software
56
CAPACUITY LLC reported RAUM up 31% ($10.60B -> $13.87B). IAPD ↗institutional
$13.87B RAUM · 11 reps · (407) 949-6889 · capacuity.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
INTEGRAL HEALTH ASSET MANAGEMENT, LLC reported RAUM up 57% ($1.19B -> $1.87B). IAPD ↗fund
$1.87B RAUM · 8 reps · 201-370-2740 · integralhlth.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
LOGOS GLOBAL MANAGEMENT, L.P. reported RAUM up 57% ($1.44B -> $2.25B). IAPD ↗fund
$2.25B RAUM · 5 reps · 415-801-4660
Portfolio / reporting / TAMPCRMFinancial planning software
56
HIGH TRAIL CAPITAL reported RAUM up 45% ($204.8M -> $296.9M). IAPD ↗institutional
$296.9M RAUM · 2 reps · 917-414-1733 · hightrailcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
PRIMARK ADVISORS, LLC reported RAUM up 44% ($257.5M -> $371.6M). IAPD ↗institutional
$371.6M RAUM · 2 reps · 303-529-2200 · primarkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
KENSINGTON ASSET MANAGEMENT, LLC reported RAUM up 35% ($1.90B -> $2.56B). IAPD ↗institutional
$2.56B RAUM · 5 reps · 877-891-1222 · kensingtonassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
AVANCE INVESTMENT MANAGEMENT, LLC reported RAUM up 58% ($1.65B -> $2.62B). IAPD ↗fund
$2.62B RAUM · 23 reps · (917) 693-9893 · avanceinv.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
CONTRARY LLC reported RAUM up 67% ($287.8M -> $480.5M). IAPD ↗fund
$480.5M RAUM · 5 reps · 862-354-0870
Portfolio / reporting / TAMPCRMFinancial planning software
56
CONDIRE MANAGEMENT, LP reported RAUM up 56% ($1.20B -> $1.86B). IAPD ↗fund
$1.86B RAUM · 7 reps · 214-572-8921 · condireinvestorsllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
PASSAIC PARTNERS LLC reported RAUM up 58% ($1.41B -> $2.24B). IAPD ↗fund
$2.24B RAUM · 3 reps · 201-603-7200
Portfolio / reporting / TAMPCRMFinancial planning software
56
AFFINIUS CAPITAL LLC reported RAUM up 60% ($19.48B -> $31.11B). IAPD ↗fund
$31.11B RAUM · 273 reps · 800-531-8182
Portfolio / reporting / TAMPCRMFinancial planning software
56
READYSTATE ASSET MANAGEMENT reported RAUM up 58% ($6.49B -> $10.26B). IAPD ↗fund
$10.26B RAUM · 23 reps · 312-471-8600
Portfolio / reporting / TAMPCRMFinancial planning software
56
AGTB FUND MANAGER, LLC reported RAUM up 34% ($3.37B -> $4.51B). IAPD ↗institutional
$4.51B RAUM · 88 reps · 212-692-2000 · agtbcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
VELOCITY CAPITAL ADVISORS LLC reported RAUM up 59% ($1.33B -> $2.12B). IAPD ↗fund
$2.12B RAUM · 12 reps · 917-204-5967 · velocitycapllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
DUNN CAPITAL MANAGEMENT reported RAUM up 43% ($187.6M -> $269.0M). IAPD ↗institutional
$269.0M RAUM · 6 reps · 772-286-4777
Portfolio / reporting / TAMPCRMFinancial planning software
56
EMBLEM GROUP, L.P. reported RAUM up 69% ($248.1M -> $419.4M). IAPD ↗fund
$419.4M RAUM · 10 reps · 781-208-2409 · emblem.investments
Portfolio / reporting / TAMPCRMFinancial planning software
56
SONE CAPITAL MANAGEMENT, LLC reported RAUM up 56% ($1.03B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 5 reps · (212) 433-3400 · sonecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
56
TEMERITY STRATEGIC PARTNERS reported RAUM up 69% ($180.0M -> $304.7M). IAPD ↗fund
$304.7M RAUM · 8 reps · 312-971-9855 · temeritystrategic.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ACADIAN ASSET MANAGEMENT reported RAUM up 51% ($117.30B -> $177.46B). IAPD ↗fund
$177.46B RAUM · 125 reps · 617-850-3500 · acadian-inc.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
MAVERICK CAPITAL LTD reported RAUM up 54% ($10.29B -> $15.85B). IAPD ↗fund
$15.85B RAUM · 33 reps · 214-880-4000
Portfolio / reporting / TAMPCRMFinancial planning software
55
GEODE CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($1376.50B -> $1736.52B). IAPD ↗institutional
$1736.52B RAUM · 37 reps · 1-800-777-6757
Portfolio / reporting / TAMPCRMFinancial planning software
55
ARDIAN reported RAUM up 54% ($1.80B -> $2.77B). IAPD ↗fund
$2.77B RAUM · 88 reps · 212-506-5610
Portfolio / reporting / TAMPCRMFinancial planning software
55
ARCHON CAPITAL MANAGEMENT LLC reported RAUM up 84% ($116.9M -> $214.6M). IAPD ↗fund
$214.6M RAUM · 4 reps · (206) 436-3600 · archoncapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ALPS ADVISORS, INC. reported RAUM up 26% ($30.76B -> $38.83B). IAPD ↗institutional
$38.83B RAUM · 28 reps · 303-623-2577 · alpsfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
EMERALD MUTUAL FUND ADVISERS TRUST reported RAUM up 25% ($1.67B -> $2.09B). IAPD ↗institutional
$2.09B RAUM · 5 reps · 717-396-1116 · emeraldetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CONSULTING GROUP ADVISORY SERVICES LLC reported RAUM up 26% ($7.79B -> $9.82B). IAPD ↗institutional
$9.82B RAUM · 9 reps · 914-225-1000
Portfolio / reporting / TAMPCRMFinancial planning software
55
OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC reported RAUM up 263% ($49.0M -> $177.8M). IAPD ↗fund
$177.8M RAUM · 0 reps · 212-668-8000
Portfolio / reporting / TAMPCRMFinancial planning software
55
LYONROSS CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($642.3M -> $880.5M). IAPD ↗institutional
$880.5M RAUM · 5 reps · 212-218-3950 · lyonross.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CI GLOBAL INVESTMENTS INC. reported RAUM up 29% ($11.42B -> $14.74B). IAPD ↗institutional
$14.74B RAUM · 2 reps · 416-364-1145
Portfolio / reporting / TAMPCRMFinancial planning software
55
THREE BRIDGES CAPITAL, LP reported RAUM up 80% ($97.5M -> $175.5M). IAPD ↗fund
$175.5M RAUM · 3 reps · 212-523-9700 · threebridgescap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
MADISON CAPITAL PARTNERS reported RAUM up 54% ($3.11B -> $4.77B). IAPD ↗fund
$4.77B RAUM · 6 reps · 312-277-0156 · donothaveawebsite.x
Portfolio / reporting / TAMPCRMFinancial planning software
55
GRAHAM CAPITAL MANAGEMENT, L.P. reported RAUM up 50% ($28.54B -> $42.87B). IAPD ↗fund
$42.87B RAUM · 98 reps · 203-899-3400
Portfolio / reporting / TAMPCRMFinancial planning software
55
BRIGHTLINE CAPITAL MANAGEMENT, LLC reported RAUM up 61% ($214.7M -> $346.4M). IAPD ↗fund
$346.4M RAUM · 4 reps · 305-423-0834 · brightlinecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
MOUNTAINEER PARTNERS MANAGEMENT, LLC reported RAUM up 63% ($187.4M -> $305.7M). IAPD ↗fund
$305.7M RAUM · 3 reps · 646-459-7064 · mountaineerpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SUVRETTA CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($5.10B -> $7.87B). IAPD ↗fund
$7.87B RAUM · 12 reps · 212-702-5200 · suvcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FOUNDERS CIRCLE CAPITAL, LLC reported RAUM up 53% ($1.09B -> $1.67B). IAPD ↗fund
$1.67B RAUM · 7 reps · 415-299-8311 · founderscirclecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SCHONFELD STRATEGIC ADVISORS LLC reported RAUM up 54% ($146.34B -> $225.25B). IAPD ↗fund
$225.25B RAUM · 344 reps · 1 (646) 293-0000
Portfolio / reporting / TAMPCRMFinancial planning software
55
EVERSEPT PARTNERS, L.P. reported RAUM up 52% ($1.74B -> $2.65B). IAPD ↗fund
$2.65B RAUM · 5 reps · 212-271-4200 · eversept.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SYGNUS CAPITAL PR LLC reported RAUM up 75% ($134.6M -> $236.2M). IAPD ↗fund
$236.2M RAUM · 2 reps · 787-706-9292
Portfolio / reporting / TAMPCRMFinancial planning software
55
CEDAR STREET ASSET MANAGEMENT LLC reported RAUM up 61% ($583.2M -> $938.4M). IAPD ↗fund
$938.4M RAUM · 6 reps · 312-796-3130 · cedarstreetam.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
QUARTUS INVESTMENT ADVISORS LLC reported RAUM up 397% ($31.2M -> $155.1M). IAPD ↗fund
$155.1M RAUM · 1 reps · 212-634-7173
Portfolio / reporting / TAMPCRMFinancial planning software
55
MAIN MANAGEMENT ETF ADVISORS, LLC reported RAUM up 27% ($2.22B -> $2.82B). IAPD ↗institutional
$2.82B RAUM · 25 reps · 415-217-5800 · mainmgtetfs.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
O2 INVESTMENT PARTNERS, L.P. reported RAUM up 52% ($1.19B -> $1.81B). IAPD ↗fund
$1.81B RAUM · 23 reps · 248-554-4209 · o2investment.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ADVISOR LOGISTICS, LLC reported RAUM up 27% ($4.94B -> $6.29B). IAPD ↗institutional
$6.29B RAUM · 2 reps · 210-346-8321 · advisorlogistics.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
SOUND POINT CLO C-MOA, LLC reported RAUM up 51% ($8.19B -> $12.34B). IAPD ↗fund
$12.34B RAUM · 36 reps · 212-895-2280
Portfolio / reporting / TAMPCRMFinancial planning software
55
BANNEKER PARTNERS LLC reported RAUM up 53% ($2.21B -> $3.36B). IAPD ↗fund
$3.36B RAUM · 26 reps · (415) 505-8304
Portfolio / reporting / TAMPCRMFinancial planning software
55
MARITIME PARTNERS, LLC reported RAUM up 54% ($3.06B -> $4.72B). IAPD ↗fund
$4.72B RAUM · 13 reps · 504-264-5870
Portfolio / reporting / TAMPCRMFinancial planning software
55
OCEANSOUND PARTNERS, LP reported RAUM up 55% ($4.49B -> $6.95B). IAPD ↗fund
$6.95B RAUM · 22 reps · 212-433-3050 · oceansoundpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FS STRUCTURED PRODUCTS ADVISOR, LLC reported RAUM up 52% ($1.45B -> $2.20B). IAPD ↗fund
$2.20B RAUM · 30 reps · 215-220-6651
Portfolio / reporting / TAMPCRMFinancial planning software
55
SILVERARC CAPITAL MANAGEMENT, LLC reported RAUM up 55% ($1.04B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 5 reps · 617-250-8431 · silverarccapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
OXFORD FINANCE ADVISORS, LLC reported RAUM up 50% ($1.60B -> $2.41B). IAPD ↗fund
$2.41B RAUM · 80 reps · 703-519-4900
Portfolio / reporting / TAMPCRMFinancial planning software
55
TRIBE CAPITAL reported RAUM up 51% ($2.28B -> $3.44B). IAPD ↗fund
$3.44B RAUM · 10 reps · (707) 653-5302
Portfolio / reporting / TAMPCRMFinancial planning software
55
ARCA CAPITAL MANAGEMENT reported RAUM up 7587% ($426,345 -> $32.8M). IAPD ↗fund
$32.8M RAUM · 8 reps · (424) 400-7444 · arcoin.arcalabs.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
BLACK CHAMBER PARTNERS, LLC reported RAUM up 52% ($1.80B -> $2.74B). IAPD ↗fund
$2.74B RAUM · 13 reps · 202 274 4768 · blackchambergroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
GHK CAPITAL PARTNERS LP reported RAUM up 51% ($1.83B -> $2.76B). IAPD ↗fund
$2.76B RAUM · 13 reps · 203-409-0900 · ghk.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
DILATION CAPITAL MANAGEMENT LP reported RAUM up 102% ($113.2M -> $228.8M). IAPD ↗fund
$228.8M RAUM · 3 reps · 212-757-7508
Portfolio / reporting / TAMPCRMFinancial planning software
55
ALPHA SQUARE GROUP S, LLC reported RAUM up 51% ($1.06B -> $1.60B). IAPD ↗fund
$1.60B RAUM · 10 reps · 347-334-0787 · alphasquaregroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
AB BROADLY SYNDICATED LOAN MANAGER LLC reported RAUM up 54% ($1.71B -> $2.62B). IAPD ↗fund
$2.62B RAUM · 1 reps · 615-622-0000
Portfolio / reporting / TAMPCRMFinancial planning software
55
NEXANNUITY ASSET MANAGEMENT, L.P. reported RAUM up 37% ($600.4M -> $823.4M). IAPD ↗institutional
$823.4M RAUM · 4 reps · 214-276-6300
Portfolio / reporting / TAMPCRMFinancial planning software
55
BAYPINE HOLDINGS LP reported RAUM up 53% ($3.33B -> $5.10B). IAPD ↗fund
$5.10B RAUM · 32 reps · (617) 880-7440 · baypine.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
TROLUCE CAPITAL ADVISORS LLC reported RAUM up 51% ($1.48B -> $2.24B). IAPD ↗fund
$2.24B RAUM · 3 reps · 646-347-8801 · troluce.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
GRAYSCALE ADVISORS reported RAUM up 2532% ($2.3M -> $60.6M). IAPD ↗fund
$60.6M RAUM · 27 reps · 212-668-1427 · grayscale.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ARKVIEW CAPITAL, L.P. reported RAUM up 63% ($218.7M -> $355.9M). IAPD ↗fund
$355.9M RAUM · 5 reps · 917-623-4643
Portfolio / reporting / TAMPCRMFinancial planning software
55
CAIS ADVISORS reported RAUM up 80% ($125.0M -> $225.3M). IAPD ↗fund
$225.3M RAUM · 8 reps · 212-300-9355 · caisadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
GROUP RMC INVESTMENT ADVISOR LLC reported RAUM up 81% ($46.7M -> $84.6M). IAPD ↗fund
$84.6M RAUM · 2 reps · 917-503-9730 · grouprmc.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
WARWICK CAPITAL PARTNERS (US) LP reported RAUM up 52% ($2.20B -> $3.34B). IAPD ↗fund
$3.34B RAUM · 9 reps · 475-977-9021 · warwickcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
HARMONT FIXED INCOME, LLC reported RAUM up 53% ($132.6M -> $202.8M). IAPD ↗institutional
$202.8M RAUM · 1 reps · 602-791-1800 · harmontfixedincome.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
EOC PARTNERS ADVISORS L.P. reported RAUM up 53% ($1.54B -> $2.37B). IAPD ↗fund
$2.37B RAUM · 6 reps · 713-828-0482 · eocpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FOREST AVENUE CAPITAL MANAGEMENT LP reported RAUM up 54% ($1.56B -> $2.41B). IAPD ↗fund
$2.41B RAUM · 5 reps · 305-847-9750 · forestavecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
BRIDGEPOINT LLC reported RAUM up 52% ($15.86B -> $24.04B). IAPD ↗fund
$24.04B RAUM · 21 reps · 212-324-5200
Portfolio / reporting / TAMPCRMFinancial planning software
55
PROPEL BIO MANAGEMENT, LLC reported RAUM up 88% ($131.4M -> $247.5M). IAPD ↗fund
$247.5M RAUM · 6 reps · 206 602 9246
Portfolio / reporting / TAMPCRMFinancial planning software
55
SURGOCAP PARTNERS LP reported RAUM up 52% ($4.83B -> $7.35B). IAPD ↗fund
$7.35B RAUM · 12 reps · 646-974-6340 · surgocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ONEASCENT CAPITAL reported RAUM up 111% ($26.3M -> $55.6M). IAPD ↗fund
$55.6M RAUM · 1 reps · 2058471343 · oneascent.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
ARKHOUSE reported RAUM up 131% ($53.1M -> $122.9M). IAPD ↗fund
$122.9M RAUM · 6 reps · 212-465-1301 · arkhousefund.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
TRINITY CAPITAL ADVISER LLC reported RAUM up 110% ($75.2M -> $157.6M). IAPD ↗fund
$157.6M RAUM · 66 reps · 480-374-5350
Portfolio / reporting / TAMPCRMFinancial planning software
55
GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC reported RAUM up 205% ($14.9M -> $45.4M). IAPD ↗fund
$45.4M RAUM · 5 reps · 305-515-5878 · galapagoscapital.us
Portfolio / reporting / TAMPCRMFinancial planning software
55
KULTURA CAPITAL MANAGEMENT LP reported RAUM up 105% ($119.4M -> $244.7M). IAPD ↗fund
$244.7M RAUM · 5 reps · 248-228-2875 · kulturacap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. reported RAUM up 248% ($59.0M -> $205.6M). IAPD ↗fund
$205.6M RAUM · 1 reps · 888-885-8101
Portfolio / reporting / TAMPCRMFinancial planning software
55
TRILL IMPACT ADVISORY INC. reported RAUM up 37% ($253.8M -> $348.2M). IAPD ↗institutional
$348.2M RAUM · 4 reps · 917-733-5510 · trillimpact.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
KRANE CAPITAL MANAGEMENT, LLC reported RAUM up 214% ($15.4M -> $48.4M). IAPD ↗fund
$48.4M RAUM · 12 reps · 212-933-0393 · kranecapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CHURCHILL PCIF ADVISOR LLC reported RAUM up 25% ($1.78B -> $2.23B). IAPD ↗institutional
$2.23B RAUM · 79 reps · 212-478-9200 · churchillam.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
CORDOBA CAPITAL PARTNERS, LLC reported RAUM up 93% ($78.9M -> $152.6M). IAPD ↗fund
$152.6M RAUM · 7 reps · 917-746-4806 · cordobacapital.co
Portfolio / reporting / TAMPCRMFinancial planning software
55
PINE VALLEY CAPITAL PARTNERS LLC reported RAUM up 63% ($535.0M -> $869.6M). IAPD ↗fund
$869.6M RAUM · 10 reps · 737-497-3710
Portfolio / reporting / TAMPCRMFinancial planning software
55
PROSPECT CREDIT REIT ADVISOR, LLC reported RAUM up 1316% ($3.0M -> $42.6M). IAPD ↗fund
$42.6M RAUM · 9 reps · 561-285-4044
Portfolio / reporting / TAMPCRMFinancial planning software
55
ARC24 MANAGEMENT, LP reported RAUM up 216% ($56.9M -> $179.7M). IAPD ↗fund
$179.7M RAUM · 2 reps · 646-386-0184 · arc24cap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
EREZ ASSET MANAGEMENT, LLC reported RAUM up 180% ($30.1M -> $84.3M). IAPD ↗fund
$84.3M RAUM · 1 reps · 917-455-9764 · erezassetmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC reported RAUM up 52% ($3.02B -> $4.60B). IAPD ↗fund
$4.60B RAUM · 4 reps · 212-278-6000 · 1864cap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FOURTH SAIL CAPITAL US LP reported RAUM up 54% ($2.38B -> $3.67B). IAPD ↗fund
$3.67B RAUM · 2 reps · 646-355-2764 · fourthsailcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
55
FOUR LION CAPITAL, LP reported RAUM up 169% ($53.2M -> $143.2M). IAPD ↗fund
$143.2M RAUM · 1 reps · 1-929-243-0983
Portfolio / reporting / TAMPCRMFinancial planning software
55
2E CAPITAL PARTNERS LP reported RAUM up 76% ($102.0M -> $180.0M). IAPD ↗fund
$180.0M RAUM · 4 reps · (646) 989-4652
Portfolio / reporting / TAMPCRMFinancial planning software
55
PERTENTO ADVISORS LLC reported RAUM up 26% ($3.79B -> $4.77B). IAPD ↗institutional
$4.77B RAUM · 4 reps · 1 305 347 5123
Portfolio / reporting / TAMPCRMFinancial planning software
55
TOURMALET ADVISORS, LP reported RAUM up 65% ($267.9M -> $441.0M). IAPD ↗fund
$441.0M RAUM · 2 reps · 203-256-0114
Portfolio / reporting / TAMPCRMFinancial planning software
55
GORDIAN CAPITAL MANAGEMENT, LLC reported RAUM up 83% ($15.5M -> $28.4M). IAPD ↗fund
$28.4M RAUM · 5 reps · 833-467-3426 · gordianwa.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ALTRINSIC GLOBAL ADVISORS, LLC reported RAUM up 46% ($8.36B -> $12.22B). IAPD ↗fund
$12.22B RAUM · 13 reps · 203-661-0030 · altrinsic.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
PALOMA PARTNERS MANAGEMENT COMPANY reported RAUM up 46% ($20.80B -> $30.29B). IAPD ↗fund
$30.29B RAUM · 30 reps · 203-862-8000
Portfolio / reporting / TAMPCRMFinancial planning software
54
ELLINGTON GLOBAL ASSET MANAGEMENT, LLC reported RAUM up 48% ($6.22B -> $9.18B). IAPD ↗fund
$9.18B RAUM · 68 reps · 203-698-1200 · ellington.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
MOUNTAIN PACIFIC ADVISORS, LLC reported RAUM up 34% ($362.6M -> $484.3M). IAPD ↗institutional
$484.3M RAUM · 6 reps · 425-284-7200 · mountainpacificgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ECP reported RAUM up 47% ($22.75B -> $33.39B). IAPD ↗fund
$33.39B RAUM · 57 reps · 973-671-6100
Portfolio / reporting / TAMPCRMFinancial planning software
54
WEISS ASSET MANAGEMENT reported RAUM up 45% ($10.73B -> $15.56B). IAPD ↗fund
$15.56B RAUM · 64 reps · 617-778-7780 · weissasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
BV INVESTMENT PARTNERS, L.P. reported RAUM up 48% ($5.37B -> $7.94B). IAPD ↗fund
$7.94B RAUM · 32 reps · 617-350-1500 · bvlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
ALTIMETER CAPITAL MANAGEMENT, LP reported RAUM up 48% ($12.69B -> $18.75B). IAPD ↗fund
$18.75B RAUM · 13 reps · 650-257-8355
Portfolio / reporting / TAMPCRMFinancial planning software
54
DW HEALTHCARE PARTNERS reported RAUM up 45% ($1.88B -> $2.74B). IAPD ↗fund
$2.74B RAUM · 29 reps · 435-645-4050 · dwhp.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
MARCUS PARTNERS, LLC reported RAUM up 50% ($1.79B -> $2.68B). IAPD ↗fund
$2.68B RAUM · 30 reps · 617-556-5200
Portfolio / reporting / TAMPCRMFinancial planning software
54
THE ELECTRUM GROUP LLC reported RAUM up 46% ($1.71B -> $2.50B). IAPD ↗fund
$2.50B RAUM · 9 reps · 646-365-1600 · electrum-group.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
MANGROVE EQUITY PARTNERS reported RAUM up 57% ($297.7M -> $468.1M). IAPD ↗fund
$468.1M RAUM · 10 reps · 813-868-4500
Portfolio / reporting / TAMPCRMFinancial planning software
54
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported RAUM up 47% ($3.55B -> $5.24B). IAPD ↗fund
$5.24B RAUM · 4 reps · 646-442-6727 · sprucehousecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
RETIREMENT PLANOLOGY, INC. reported RAUM up 30% ($204.2M -> $265.9M). IAPD ↗institutional
$265.9M RAUM · 2 reps · 703-595-2829 · retirementplanology.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
OASIS CAPITAL PARTNERS (TEXAS) INC. reported RAUM up 49% ($8.32B -> $12.40B). IAPD ↗fund
$12.40B RAUM · 26 reps · 1-512-225-1025
Portfolio / reporting / TAMPCRMFinancial planning software
54
DUNES POINT CAPITAL, L.P. reported RAUM up 47% ($1.74B -> $2.56B). IAPD ↗fund
$2.56B RAUM · 31 reps · 914-269-2020 · dunespointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
BAIN CAPITAL ASSET MANAGEMENT, LP reported RAUM up 46% ($11.19B -> $16.29B). IAPD ↗fund
$16.29B RAUM · 9 reps · 617-516-2318
Portfolio / reporting / TAMPCRMFinancial planning software
54
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. reported RAUM up 57% ($309.2M -> $485.5M). IAPD ↗fund
$485.5M RAUM · 3 reps · 484-253-0001 · peakequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
SOLE SOURCE CAPITAL LLC reported RAUM up 47% ($1.34B -> $1.98B). IAPD ↗fund
$1.98B RAUM · 18 reps · (214) 617-4745 · solesourcecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
SONA ASSET MANAGEMENT (US) LLC reported RAUM up 48% ($22.62B -> $33.49B). IAPD ↗fund
$33.49B RAUM · 31 reps · (646) 779-6300
Portfolio / reporting / TAMPCRMFinancial planning software
54
BRIDGEFRONT CAPITAL, LLC reported RAUM up 32% ($370.2M -> $488.5M). IAPD ↗institutional
$488.5M RAUM · 5 reps · 512-623-7700 · bridgefrontcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
DIVERSIS CAPITAL MANAGEMENT, L.P. reported RAUM up 47% ($2.10B -> $3.07B). IAPD ↗fund
$3.07B RAUM · 21 reps · 310-396-4200 · diversis.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
HILDRED CAPITAL MANAGEMENT, LLC reported RAUM up 48% ($2.64B -> $3.92B). IAPD ↗fund
$3.92B RAUM · 21 reps · 646-362-5965
Portfolio / reporting / TAMPCRMFinancial planning software
54
SUPERSTRING CAPITAL MANAGEMENT LP reported RAUM up 56% ($218.3M -> $339.5M). IAPD ↗fund
$339.5M RAUM · 3 reps · 212-257-5690 · superstringcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
RTC PARTNERS reported RAUM up 56% ($231.9M -> $362.4M). IAPD ↗fund
$362.4M RAUM · 3 reps · 305-527-9320
Portfolio / reporting / TAMPCRMFinancial planning software
54
FINDELL CAPITAL MANAGEMENT LLC reported RAUM up 58% ($237.3M -> $375.8M). IAPD ↗fund
$375.8M RAUM · 3 reps · (646) 907-5217 · fincap.us
Portfolio / reporting / TAMPCRMFinancial planning software
54
CASTLEKNIGHT MANAGEMENT LP reported RAUM up 49% ($2.75B -> $4.10B). IAPD ↗fund
$4.10B RAUM · 8 reps · 212 - 852 - 6300 · castleknight.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
QHP CAPITAL, L.P. reported RAUM up 48% ($3.09B -> $4.57B). IAPD ↗fund
$4.57B RAUM · 17 reps · 919-261-5250 · qhpcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
PATIENT SQUARE CAPITAL, LP reported RAUM up 46% ($12.00B -> $17.51B). IAPD ↗fund
$17.51B RAUM · 50 reps · (650) 677-8100 · patientsquarecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
DARK FOREST CAPITAL MANAGEMENT LP reported RAUM up 46% ($1.65B -> $2.42B). IAPD ↗fund
$2.42B RAUM · 6 reps · 1-203-718-5750
Portfolio / reporting / TAMPCRMFinancial planning software
54
PARADIGM BIOCAPITAL ADVISORS LP reported RAUM up 46% ($3.05B -> $4.47B). IAPD ↗fund
$4.47B RAUM · 6 reps · 646-970-2568
Portfolio / reporting / TAMPCRMFinancial planning software
54
HARBOURVIEW EQUITY PARTNERS, LLC reported RAUM up 45% ($2.67B -> $3.88B). IAPD ↗fund
$3.88B RAUM · 45 reps · 973-329-0285 · harbourviewequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
FIRST TRUST CAPITAL MANAGEMENT L.P. reported RAUM up 50% ($8.20B -> $12.28B). IAPD ↗fund
$12.28B RAUM · 24 reps · 773.828.6700
Portfolio / reporting / TAMPCRMFinancial planning software
54
GREENBELT CAPITAL PARTNERS reported RAUM up 47% ($2.17B -> $3.19B). IAPD ↗fund
$3.19B RAUM · 17 reps · 512-362-6260
Portfolio / reporting / TAMPCRMFinancial planning software
54
ISO-MTS CAPITAL MANAGEMENT LP reported RAUM up 47% ($1.01B -> $1.49B). IAPD ↗fund
$1.49B RAUM · 4 reps · (203) 742-8100 · iso-mts.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
JEFFERIES CREDIT MANAGEMENT LLC reported RAUM up 46% ($2.61B -> $3.82B). IAPD ↗fund
$3.82B RAUM · 18 reps · 212-284-2300
Portfolio / reporting / TAMPCRMFinancial planning software
54
RADIAN INVESTMENT MANAGEMENT LLC reported RAUM up 32% ($325.8M -> $428.9M). IAPD ↗institutional
$428.9M RAUM · 4 reps · 9175762742
Portfolio / reporting / TAMPCRMFinancial planning software
54
OBRA FUND MANAGEMENT, LLC reported RAUM up 50% ($47.9M -> $71.6M). IAPD ↗institutional
$71.6M RAUM · 40 reps · 917-831-1000 · obrafunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
APC ASSET DEVELOPMENT II, LP reported RAUM up 48% ($1.39B -> $2.06B). IAPD ↗fund
$2.06B RAUM · 22 reps · (949) 681-2100
Portfolio / reporting / TAMPCRMFinancial planning software
54
GEMCORP CAPITAL ADVISORS LLC reported RAUM up 46% ($24.9M -> $36.5M). IAPD ↗institutional
$36.5M RAUM · 1 reps · 1-646-979-8494
Portfolio / reporting / TAMPCRMFinancial planning software
54
CORIGLIANO INVESTMENT ADVISERS, LLC reported RAUM up 55% ($318.9M -> $495.5M). IAPD ↗fund
$495.5M RAUM · 4 reps · (919) 225-6496 · coriglianoenergy.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
SCI CAPITAL PARTNERS LP reported RAUM up 50% ($2.92B -> $4.37B). IAPD ↗fund
$4.37B RAUM · 9 reps · 424-316-2061 · scicp.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
THRIVENT PRIVATE INVESTMENTS reported RAUM up 46% ($15.58B -> $22.78B). IAPD ↗fund
$22.78B RAUM · 24 reps · 800-847-4836 · thriventprivateinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
54
HARK CAPITAL ADVISORS LLC reported RAUM up 47% ($1.05B -> $1.55B). IAPD ↗fund
$1.55B RAUM · 9 reps · 332-332-3220 · harkcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
MUTUAL OF AMERICA LIFE INSURANCE COMPANY reported RAUM up 29% ($335.6M -> $434.1M). IAPD ↗institutional
$434.1M RAUM · 2 reps · (212) 224-1600 · mutualofamerica.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
BERKSHIRE CAPITAL HOLDINGS INC reported RAUM up 28% ($221.2M -> $283.0M). IAPD ↗institutional
$283.0M RAUM · 1 reps · (408) 526-0707 · berkshirefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
COMPASS GROUP LLC reported RAUM up 41% ($1.18B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 10 reps · 212-355-7630 · cgcompass.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
CHRISTOFFERSON, ROBB & COMPANY reported RAUM up 43% ($7.91B -> $11.29B). IAPD ↗fund
$11.29B RAUM · 6 reps · 212-489-4350 · christoffersonrobb.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
WHITEBOX ADVISORS LLC reported RAUM up 43% ($11.05B -> $15.74B). IAPD ↗fund
$15.74B RAUM · 35 reps · 612-253-6001 · whiteboxadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
CORPORATE CONSULTING GROUP, INC. reported RAUM up 44% ($167.1M -> $240.8M). IAPD ↗institutional
$240.8M RAUM · 2 reps · 918-585-5858
Portfolio / reporting / TAMPCRMFinancial planning software
53
LINDEN ADVISORS LP reported RAUM up 42% ($27.30B -> $38.78B). IAPD ↗fund
$38.78B RAUM · 25 reps · 646-840-3500 · lindenlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
CVC CREDIT PARTNERS, LLC reported RAUM up 42% ($43.48B -> $61.63B). IAPD ↗fund
$61.63B RAUM · 74 reps · +1 212-506-3858
Portfolio / reporting / TAMPCRMFinancial planning software
53
MSREF REAL ESTATE ADVISOR, INC. reported RAUM up 42% ($11.09B -> $15.77B). IAPD ↗fund
$15.77B RAUM · 170 reps · 212-761-7160 · morganstanley.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
EMPERY ASSET MANAGEMENT, LP reported RAUM up 54% ($170.8M -> $262.5M). IAPD ↗fund
$262.5M RAUM · 3 reps · 212-608-3300
Portfolio / reporting / TAMPCRMFinancial planning software
53
RTW INVESTMENTS LP reported RAUM up 44% ($9.81B -> $14.14B). IAPD ↗fund
$14.14B RAUM · 35 reps · 646-597-6980 · rtwfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
BAYVIEW ASSET MANAGEMENT, LLC reported RAUM up 43% ($44.76B -> $64.21B). IAPD ↗fund
$64.21B RAUM · 195 reps · 305-854-8880 · bayview.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
JMI MANAGEMENT, L.P. reported RAUM up 43% ($9.48B -> $13.58B). IAPD ↗fund
$13.58B RAUM · 44 reps · 410-951-0200
Portfolio / reporting / TAMPCRMFinancial planning software
53
AXONIC CAPITAL LLC reported RAUM up 42% ($7.00B -> $9.96B). IAPD ↗fund
$9.96B RAUM · 36 reps · 212-259-0430 · axonicfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SOFINNOVA INVESTMENTS, INC. reported RAUM up 42% ($3.77B -> $5.37B). IAPD ↗fund
$5.37B RAUM · 20 reps · 650-681-8420 · sofinnova.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
ANDREESSEN HOROWITZ reported RAUM up 42% ($74.74B -> $106.48B). IAPD ↗fund
$106.48B RAUM · 88 reps · (650) 798-5800
Portfolio / reporting / TAMPCRMFinancial planning software
53
ARCLIGHT CAPITAL PARTNERS, LLC reported RAUM up 43% ($9.49B -> $13.54B). IAPD ↗fund
$13.54B RAUM · 31 reps · 617-531-6300
Portfolio / reporting / TAMPCRMFinancial planning software
53
DRAGONEER INVESTMENT GROUP, LLC reported RAUM up 45% ($25.61B -> $37.04B). IAPD ↗fund
$37.04B RAUM · 22 reps · 415-539-3105 · dragoneer.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
RAFFLES CAPITAL MANAGEMENT, LLC reported RAUM up 50% ($179.6M -> $270.2M). IAPD ↗fund
$270.2M RAUM · 2 reps · 212-760-2322 · raffleslp.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
MILLSTREET CAPITAL MANAGEMENT LLC reported RAUM up 41% ($4.13B -> $5.82B). IAPD ↗fund
$5.82B RAUM · 5 reps · (617) 939-0030 · millstreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SLATE PATH CAPITAL LP reported RAUM up 42% ($8.41B -> $11.99B). IAPD ↗fund
$11.99B RAUM · 12 reps · 212-257-4330 · slatepathcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
RIBBIT CAPITAL reported RAUM up 43% ($14.55B -> $20.78B). IAPD ↗fund
$20.78B RAUM · 14 reps · 650-485-3758
Portfolio / reporting / TAMPCRMFinancial planning software
53
GREENOAKS reported RAUM up 44% ($12.65B -> $18.27B). IAPD ↗fund
$18.27B RAUM · 19 reps · 415.942.5322 · greenoaks.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
EDGESTREAM PARTNERS, L.P. reported RAUM up 45% ($3.37B -> $4.89B). IAPD ↗fund
$4.89B RAUM · 13 reps · 609-681-2200 · edgestreamlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($324.1M -> $409.9M). IAPD ↗institutional
$409.9M RAUM · 3 reps · 646-790-4800 · sicm.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
SEGRA CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($532.6M -> $820.7M). IAPD ↗fund
$820.7M RAUM · 3 reps · 561-890-9127
Portfolio / reporting / TAMPCRMFinancial planning software
53
PINEGROVE OPPORTUNITY PARTNERS, LLC reported RAUM up 43% ($2.05B -> $2.93B). IAPD ↗fund
$2.93B RAUM · 12 reps · 650-519-0540 · pinegrove.vc
Portfolio / reporting / TAMPCRMFinancial planning software
53
CHICAGO PACIFIC FOUNDERS reported RAUM up 45% ($4.69B -> $6.78B). IAPD ↗fund
$6.78B RAUM · 41 reps · 312-273-4750
Portfolio / reporting / TAMPCRMFinancial planning software
53
CAMAC PARTNERS, LLC reported RAUM up 54% ($250.8M -> $386.6M). IAPD ↗fund
$386.6M RAUM · 2 reps · 9176921844 · camacpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
REVELSTOKE CAPITAL PARTNERS reported RAUM up 41% ($4.74B -> $6.70B). IAPD ↗fund
$6.70B RAUM · 47 reps · 303-953-7438
Portfolio / reporting / TAMPCRMFinancial planning software
53
TENARON CAPITAL MANAGEMENT LP reported RAUM up 41% ($40.04B -> $56.41B). IAPD ↗fund
$56.41B RAUM · 16 reps · 212-951-0595 · tenaroncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
ALIGN CAPITAL PARTNERS, LP reported RAUM up 44% ($1.68B -> $2.41B). IAPD ↗fund
$2.41B RAUM · 23 reps · 214-780-0857
Portfolio / reporting / TAMPCRMFinancial planning software
53
ARTEMIS CAPITAL PARTNERS reported RAUM up 50% ($293.6M -> $441.5M). IAPD ↗fund
$441.5M RAUM · 9 reps · 857-327-5606
Portfolio / reporting / TAMPCRMFinancial planning software
53
RIOT VENTURES MANAGEMENT, LLC reported RAUM up 54% ($615.0M -> $948.3M). IAPD ↗fund
$948.3M RAUM · 7 reps · (310) 243-6433 · riot.vc
Portfolio / reporting / TAMPCRMFinancial planning software
53
LINSE CAPITAL LLC reported RAUM up 41% ($1.21B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 3 reps · 775-298-5350
Portfolio / reporting / TAMPCRMFinancial planning software
53
PATHLIGHT CAPITAL reported RAUM up 41% ($2.49B -> $3.52B). IAPD ↗fund
$3.52B RAUM · 23 reps · 617-830-7055 · pathlightcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
BRACKET CAPITAL reported RAUM up 45% ($1.77B -> $2.57B). IAPD ↗fund
$2.57B RAUM · 5 reps · 844-218-3370 · bracketcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
PARTNERS GROUP US MANAGEMENT CLO LLC reported RAUM up 45% ($6.71B -> $9.70B). IAPD ↗fund
$9.70B RAUM · 0 reps · 212-908-2781
Portfolio / reporting / TAMPCRMFinancial planning software
53
1CONFIRMATION reported RAUM up 55% ($556.0M -> $860.0M). IAPD ↗fund
$860.0M RAUM · 3 reps · 917-574-2915 · 1confirmation.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
D1 CAPITAL PARTNERS L.P. reported RAUM up 45% ($27.75B -> $40.16B). IAPD ↗fund
$40.16B RAUM · 37 reps · 212-390-9100
Portfolio / reporting / TAMPCRMFinancial planning software
53
ALCOVA CAPITAL MANAGEMENT LP reported RAUM up 53% ($189.5M -> $289.3M). IAPD ↗fund
$289.3M RAUM · 4 reps · (212) 320-8387 · alcovacap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
RADIANX CAPITAL, LLC reported RAUM up 25% ($760.0M -> $953.6M). IAPD ↗institutional
$953.6M RAUM · 3 reps · 6464033807
Portfolio / reporting / TAMPCRMFinancial planning software
53
ANALOG CENTURY MANAGEMENT LP reported RAUM up 40% ($1.75B -> $2.45B). IAPD ↗fund
$2.45B RAUM · 5 reps · 646-248-6061 · analogcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
ARCLINE INVESTMENT MANAGEMENT LP reported RAUM up 43% ($18.44B -> $26.46B). IAPD ↗fund
$26.46B RAUM · 55 reps · (615) 270-5870 · arcline.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
AGL CREDIT MANAGEMENT LLC reported RAUM up 41% ($18.23B -> $25.80B). IAPD ↗fund
$25.80B RAUM · 42 reps · 212-973-8600
Portfolio / reporting / TAMPCRMFinancial planning software
53
ONEPRIME CAPITAL reported RAUM up 55% ($576.7M -> $892.3M). IAPD ↗fund
$892.3M RAUM · 6 reps · 650-229-8280 · oneprimecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
PARKMAN HEALTHCARE PARTNERS LLC reported RAUM up 43% ($1.22B -> $1.74B). IAPD ↗fund
$1.74B RAUM · 8 reps · (203) 516-3690
Portfolio / reporting / TAMPCRMFinancial planning software
53
BROWNING WEST LP reported RAUM up 41% ($1.59B -> $2.24B). IAPD ↗fund
$2.24B RAUM · 5 reps · 310-984-7600
Portfolio / reporting / TAMPCRMFinancial planning software
53
MUZINICH BDC ADVISER, LLC reported RAUM up 45% ($152.8M -> $220.9M). IAPD ↗institutional
$220.9M RAUM · 10 reps · 212-888-3413
Portfolio / reporting / TAMPCRMFinancial planning software
53
CARTENNA CAPITAL reported RAUM up 43% ($1.65B -> $2.36B). IAPD ↗fund
$2.36B RAUM · 7 reps · 475 477 2003 · cartennacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
LEFT LANE CAPITAL reported RAUM up 45% ($2.66B -> $3.84B). IAPD ↗fund
$3.84B RAUM · 19 reps · 929-419-5640 · leftlane.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
EMBER INFRASTRUCTURE reported RAUM up 40% ($1.20B -> $1.68B). IAPD ↗fund
$1.68B RAUM · 14 reps · (646) 374-3942 · ember-infra.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
CAI MANAGER LP reported RAUM up 43% ($1.52B -> $2.18B). IAPD ↗fund
$2.18B RAUM · 12 reps · (415) 640-5422
Portfolio / reporting / TAMPCRMFinancial planning software
53
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($504.6M -> $777.2M). IAPD ↗fund
$777.2M RAUM · 2 reps · 650-815-7042
Portfolio / reporting / TAMPCRMFinancial planning software
53
HUNTER POINT CAPITAL LP reported RAUM up 42% ($5.50B -> $7.81B). IAPD ↗fund
$7.81B RAUM · 55 reps · (212) 970-0700 · hunterpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
FLIGHT DECK CAPITAL, LP reported RAUM up 53% ($234.7M -> $358.7M). IAPD ↗fund
$358.7M RAUM · 2 reps · 415-728-9037 · flightdeckcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
CHICAGO ATLANTIC ADVISERS, LLC reported RAUM up 54% ($628.9M -> $970.3M). IAPD ↗fund
$970.3M RAUM · 30 reps · 312-625-9295
Portfolio / reporting / TAMPCRMFinancial planning software
53
PERCHERON CAPITAL reported RAUM up 41% ($3.59B -> $5.06B). IAPD ↗fund
$5.06B RAUM · 63 reps · (415)738-4340 · percheroncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
ANTHONY CAPITAL MANAGEMENT, LLC reported RAUM up 40% ($27.0M -> $37.9M). IAPD ↗institutional
$37.9M RAUM · 1 reps · (561) 371-1303 · anthonycm.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
TYRO CAPITAL MANAGEMENT, LLC reported RAUM up 54% ($254.9M -> $392.9M). IAPD ↗fund
$392.9M RAUM · 5 reps · 330-307-6147
Portfolio / reporting / TAMPCRMFinancial planning software
53
CLOUD CAPITAL ADVISORS LLC reported RAUM up 43% ($1.97B -> $2.82B). IAPD ↗fund
$2.82B RAUM · 8 reps · (202) 607 2300 · cloudcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
REVIVAL HEALTHCARE CAPITAL LLC reported RAUM up 52% ($633.4M -> $964.3M). IAPD ↗fund
$964.3M RAUM · 12 reps · 512-291-2111 · rvlhc.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
BHARCAP PARTNERS, LLC reported RAUM up 40% ($2.31B -> $3.24B). IAPD ↗fund
$3.24B RAUM · 8 reps · 203-489-7770 · bharcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
BOONE CAPITAL MANAGEMENT LLC reported RAUM up 52% ($632.9M -> $963.2M). IAPD ↗fund
$963.2M RAUM · 5 reps · 404-891-9290
Portfolio / reporting / TAMPCRMFinancial planning software
53
BURKEHILL GLOBAL MANAGEMENT, LP reported RAUM up 40% ($2.52B -> $3.54B). IAPD ↗fund
$3.54B RAUM · 9 reps · 2124906760
Portfolio / reporting / TAMPCRMFinancial planning software
53
BASEPOINT ADVISORS LLC reported RAUM up 42% ($2.31B -> $3.27B). IAPD ↗fund
$3.27B RAUM · 2 reps · 212-634-9900
Portfolio / reporting / TAMPCRMFinancial planning software
53
GREENLAND CAPITAL MANAGEMENT LP reported RAUM up 43% ($1.50B -> $2.15B). IAPD ↗fund
$2.15B RAUM · 12 reps · (212) 390-9577
Portfolio / reporting / TAMPCRMFinancial planning software
53
CONSTITUTION CAPITAL PM, L. P. reported RAUM up 28% ($709.7M -> $910.8M). IAPD ↗institutional
$910.8M RAUM · 24 reps · 978-749-9600
Portfolio / reporting / TAMPCRMFinancial planning software
53
LONG FOCUS CAPITAL MANAGEMENT LLC reported RAUM up 43% ($1.70B -> $2.44B). IAPD ↗fund
$2.44B RAUM · 6 reps · (787) 333-0240
Portfolio / reporting / TAMPCRMFinancial planning software
53
AEREF MANAGEMENT, LLC reported RAUM up 68% ($116.0M -> $194.4M). IAPD ↗fund
$194.4M RAUM · 13 reps · (212) 721-5500
Portfolio / reporting / TAMPCRMFinancial planning software
53
WASATCH INVESTMENT FUND MANAGER, LLC reported RAUM up 52% ($167.2M -> $254.6M). IAPD ↗fund
$254.6M RAUM · 4 reps · 435-755-2000
Portfolio / reporting / TAMPCRMFinancial planning software
53
INVESTBEV reported RAUM up 52% ($191.9M -> $290.9M). IAPD ↗fund
$290.9M RAUM · 7 reps · 312-617-9057 · investbev.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
THE VISUALIZE GROUP LP reported RAUM up 51% ($262.2M -> $396.1M). IAPD ↗fund
$396.1M RAUM · 8 reps · 212-540-5151
Portfolio / reporting / TAMPCRMFinancial planning software
53
FREESTONE GROVE PARTNERS LP reported RAUM up 42% ($11.63B -> $16.48B). IAPD ↗fund
$16.48B RAUM · 105 reps · 4159074100 · fgrovep.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
MAIN CAPITAL PARTNERS NORTH AMERICA LLC reported RAUM up 28% ($367.6M -> $471.6M). IAPD ↗institutional
$471.6M RAUM · 7 reps · 617-207-4175
Portfolio / reporting / TAMPCRMFinancial planning software
53
AVATAR CAPITAL MANAGEMENT LLC reported RAUM up 52% ($184.3M -> $279.6M). IAPD ↗fund
$279.6M RAUM · 3 reps · 206-508-6139 · avatarfinancial.com
Portfolio / reporting / TAMPCRMFinancial planning software
53
LOTUS reported RAUM up 55% ($262.0M -> $405.0M). IAPD ↗fund
$405.0M RAUM · 5 reps · 628-212-8533 · lotusmgmt.co
Portfolio / reporting / TAMPCRMFinancial planning software
53
CANDER ASSET MANAGEMENT reported RAUM up 27% ($775.7M -> $989.0M). IAPD ↗institutional
$989.0M RAUM · 3 reps · 917-541-5410
Portfolio / reporting / TAMPCRMFinancial planning software
52
SMITH GROUP ASSET MANAGEMENT reported RAUM up 36% ($133.7M -> $182.2M). IAPD ↗institutional
$182.2M RAUM · 10 reps · 214-880-4600
Portfolio / reporting / TAMPCRMFinancial planning software
52
D. E. SHAW & CO., L.P. reported RAUM up 38% ($154.59B -> $213.36B). IAPD ↗fund
$213.36B RAUM · 526 reps · 212-478-0000
Portfolio / reporting / TAMPCRMFinancial planning software
52
ARLINGTON PARTNERS LLC reported RAUM up 40% ($1.65B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 11 reps · 205-488-4300 · arlington.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP reported RAUM up 39% ($253.55B -> $351.32B). IAPD ↗fund
$351.32B RAUM · 102 reps · 617-919-0000 · arrowstreetcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ALKEON CAPITAL MANAGEMENT, LLC reported RAUM up 40% ($18.12B -> $25.29B). IAPD ↗fund
$25.29B RAUM · 30 reps · 212-716-6840 · alkeoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
VAN ECK ABSOLUTE RETURN ADVISERS CORP. reported RAUM up 37% ($2.27B -> $3.11B). IAPD ↗fund
$3.11B RAUM · 30 reps · 212-293-2000
Portfolio / reporting / TAMPCRMFinancial planning software
52
BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported RAUM up 35% ($2.09B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 9 reps · 212-521-9500
Portfolio / reporting / TAMPCRMFinancial planning software
52
J.C. FLOWERS & CO. LLC reported RAUM up 37% ($4.40B -> $6.01B). IAPD ↗fund
$6.01B RAUM · 18 reps · 212-404-6800 · jcfco.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
PENNANTPARK INVESTMENT ADVISERS, LLC reported RAUM up 36% ($4.51B -> $6.16B). IAPD ↗fund
$6.16B RAUM · 30 reps · 212-905-1000
Portfolio / reporting / TAMPCRMFinancial planning software
52
ARGA INVESTMENT MANAGEMENT, LP reported RAUM up 36% ($18.03B -> $24.57B). IAPD ↗fund
$24.57B RAUM · 25 reps · 203-614-0800
Portfolio / reporting / TAMPCRMFinancial planning software
52
AVORO CAPITAL ADVISORS LLC reported RAUM up 37% ($9.89B -> $13.55B). IAPD ↗fund
$13.55B RAUM · 11 reps · 212-937-4970 · avorocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
PERCEPTIVE ADVISORS reported RAUM up 39% ($8.46B -> $11.77B). IAPD ↗fund
$11.77B RAUM · 28 reps · 646-205-5300
Portfolio / reporting / TAMPCRMFinancial planning software
52
LGK ADVISORS, LLC reported RAUM up 35% ($3.24B -> $4.39B). IAPD ↗fund
$4.39B RAUM · 10 reps · 212-378-3700 · lsvadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
LIGHT STREET CAPITAL MANAGEMENT, LLC reported RAUM up 39% ($1.13B -> $1.57B). IAPD ↗fund
$1.57B RAUM · 5 reps · 650-234-1640 · lightstreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
JERICHO CAPITAL ASSET MANAGEMENT L.P. reported RAUM up 37% ($7.36B -> $10.11B). IAPD ↗fund
$10.11B RAUM · 8 reps · 212-946-7650 · jerichocap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
CORSAIR CAPITAL MANAGEMENT, L.P. reported RAUM up 49% ($643.5M -> $957.0M). IAPD ↗fund
$957.0M RAUM · 2 reps · 212-949-3000 · corsaircap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
VERITAS CAPITAL FUND MANAGEMENT, L.L.C. reported RAUM up 38% ($38.88B -> $53.81B). IAPD ↗fund
$53.81B RAUM · 71 reps · 212-415-6700 · veritascapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
SEQUOIA CAPITAL OPERATIONS, LLC reported RAUM up 36% ($60.45B -> $82.17B). IAPD ↗fund
$82.17B RAUM · 32 reps · 650-854-3927 · sequoiacap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
MAN SOLUTIONS LLC reported RAUM up 39% ($7.26B -> $10.10B). IAPD ↗fund
$10.10B RAUM · 15 reps · 212.649.6600 · man.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
VOSS CAPITAL, LP reported RAUM up 36% ($1.42B -> $1.94B). IAPD ↗fund
$1.94B RAUM · 6 reps · 832-592-1782
Portfolio / reporting / TAMPCRMFinancial planning software
52
BEHRMAN BROTHERS MANAGEMENT COMPANY L.P. reported RAUM up 40% ($1.39B -> $1.95B). IAPD ↗fund
$1.95B RAUM · 12 reps · 212 980-6500 · behrmancap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
GENERAL CATALYST reported RAUM up 36% ($33.56B -> $45.50B). IAPD ↗fund
$45.50B RAUM · 68 reps · 617-234-7000
Portfolio / reporting / TAMPCRMFinancial planning software
52
PDT PARTNERS, LLC reported RAUM up 37% ($14.02B -> $19.18B). IAPD ↗fund
$19.18B RAUM · 96 reps · (212) 621-0400 · pdtpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
KOSMOS MANAGEMENT LLC reported RAUM up 37% ($1.61B -> $2.21B). IAPD ↗fund
$2.21B RAUM · 7 reps · 206-624-8111 · kosmosllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
CENDANA CAPITAL reported RAUM up 36% ($1.74B -> $2.37B). IAPD ↗fund
$2.37B RAUM · 7 reps · 650-346-2914
Portfolio / reporting / TAMPCRMFinancial planning software
52
TURN/RIVER MANAGEMENT, L.P. reported RAUM up 36% ($4.86B -> $6.59B). IAPD ↗fund
$6.59B RAUM · 87 reps · 415-858-0910 · turnriver.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ESTANCIA CAPITAL MANAGEMENT, LLC reported RAUM up 48% ($611.9M -> $908.0M). IAPD ↗fund
$908.0M RAUM · 11 reps · 480-448-5001 · estanciapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
SHORE CAPITAL PARTNERS reported RAUM up 36% ($6.80B -> $9.26B). IAPD ↗fund
$9.26B RAUM · 62 reps · 312-348-7572
Portfolio / reporting / TAMPCRMFinancial planning software
52
RAITH CAPITAL PARTNERS reported RAUM up 37% ($2.07B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 18 reps · 212-938-6995
Portfolio / reporting / TAMPCRMFinancial planning software
52
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP reported RAUM up 36% ($4.85B -> $6.58B). IAPD ↗fund
$6.58B RAUM · 32 reps · (225) 228-2500 · bernhardcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
KRENSAVAGE ASSET MANAGEMENT, LLC reported RAUM up 48% ($203.3M -> $300.2M). IAPD ↗fund
$300.2M RAUM · 3 reps · (212) 888-1582
Portfolio / reporting / TAMPCRMFinancial planning software
52
VR ADVISER, LLC reported RAUM up 37% ($3.27B -> $4.50B). IAPD ↗fund
$4.50B RAUM · 11 reps · 212-444-4100
Portfolio / reporting / TAMPCRMFinancial planning software
52
CAS INVESTMENT PARTNERS, LLC reported RAUM up 35% ($1.81B -> $2.45B). IAPD ↗fund
$2.45B RAUM · 2 reps · (212) 804-7660 · casinvestmentpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
QUANTBOT TECHNOLOGIES, LP reported RAUM up 38% ($4.83B -> $6.65B). IAPD ↗fund
$6.65B RAUM · 47 reps · 212-922-9624 · quantbot.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
STELLEX CAPITAL reported RAUM up 39% ($4.98B -> $6.91B). IAPD ↗fund
$6.91B RAUM · 36 reps · 212-710-2323 · stellexcapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ATALAN CAPITAL PARTNERS, LP reported RAUM up 37% ($2.40B -> $3.29B). IAPD ↗fund
$3.29B RAUM · 5 reps · 212-672-3380 · atalancap.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ACRES reported RAUM up 35% ($3.24B -> $4.39B). IAPD ↗fund
$4.39B RAUM · 24 reps · 516-535-0015 · acresreit.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
SILVERSMITH CAPITAL PARTNERS reported RAUM up 36% ($5.28B -> $7.16B). IAPD ↗fund
$7.16B RAUM · 38 reps · 617-670-4300 · silversmithcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
STONY POINT CAPITAL reported RAUM up 37% ($1.09B -> $1.49B). IAPD ↗fund
$1.49B RAUM · 3 reps · (646) 847-3320 · stonypointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
337 FRONTIER CAPITAL, LP reported RAUM up 46% ($544.3M -> $795.3M). IAPD ↗fund
$795.3M RAUM · 3 reps · (646)-813-3351 · 337frontier.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
GEMSPRING CAPITAL MANAGEMENT, LP reported RAUM up 39% ($3.70B -> $5.14B). IAPD ↗fund
$5.14B RAUM · 49 reps · (203) 842-8886
Portfolio / reporting / TAMPCRMFinancial planning software
52
JLL PARTNERS, LLC reported RAUM up 37% ($5.39B -> $7.40B). IAPD ↗fund
$7.40B RAUM · 36 reps · 212-286-8600 · jllpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
AYRTON CAPITAL LLC reported RAUM up 48% ($264.7M -> $392.9M). IAPD ↗fund
$392.9M RAUM · 5 reps · 646-684-0650
Portfolio / reporting / TAMPCRMFinancial planning software
52
AMITY VENTURES reported RAUM up 37% ($1.27B -> $1.74B). IAPD ↗fund
$1.74B RAUM · 9 reps · (415) 226-4119
Portfolio / reporting / TAMPCRMFinancial planning software
52
MFN PARTNERS MANAGEMENT, LP reported RAUM up 36% ($9.10B -> $12.42B). IAPD ↗fund
$12.42B RAUM · 7 reps · 617-443-2040
Portfolio / reporting / TAMPCRMFinancial planning software
52
HULL STREET ENERGY reported RAUM up 37% ($3.34B -> $4.57B). IAPD ↗fund
$4.57B RAUM · 20 reps · 410-685-7950 · hullstreetenergy.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
APERTURE INVESTORS, LLC reported RAUM up 39% ($4.36B -> $6.06B). IAPD ↗fund
$6.06B RAUM · 34 reps · 212-521-5180 · apertureinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ALTA FOX CAPITAL MANAGEMENT, LLC reported RAUM up 46% ($563.7M -> $821.4M). IAPD ↗fund
$821.4M RAUM · 5 reps · 817-350-4230
Portfolio / reporting / TAMPCRMFinancial planning software
52
DSC MERIDIAN CAPITAL LP reported RAUM up 35% ($1.43B -> $1.94B). IAPD ↗fund
$1.94B RAUM · 8 reps · (212) 393-4860 · dscmeridiancapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
COMPASS ROSE ASSET MANAGEMENT reported RAUM up 39% ($11.86B -> $16.50B). IAPD ↗fund
$16.50B RAUM · 16 reps · 212-888-1433 · compassroseam.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC reported RAUM up 37% ($33.60B -> $46.06B). IAPD ↗fund
$46.06B RAUM · 250 reps · (212) 419-3000 · blueowl.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
TYREE & D'ANGELO PARTNERS MANAGEMENT LP reported RAUM up 36% ($1.90B -> $2.58B). IAPD ↗fund
$2.58B RAUM · 52 reps · 312-489-5050 · tdpfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
SOVIERO ASSET MANAGEMENT, LP reported RAUM up 49% ($179.1M -> $267.7M). IAPD ↗fund
$267.7M RAUM · 5 reps · 212-324-1431
Portfolio / reporting / TAMPCRMFinancial planning software
52
SMASH VENTURES MANAGEMENT COMPANY LP reported RAUM up 38% ($2.50B -> $3.46B). IAPD ↗fund
$3.46B RAUM · 12 reps · 310-365-8809
Portfolio / reporting / TAMPCRMFinancial planning software
52
KANAME CAPITAL, L.P. reported RAUM up 47% ($201.7M -> $295.8M). IAPD ↗fund
$295.8M RAUM · 4 reps · 617-841-7705 · kanamecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ACORN CAPITAL ADVISORS, LLC reported RAUM up 49% ($239.2M -> $355.3M). IAPD ↗fund
$355.3M RAUM · 5 reps · 212 299-4777 · acornbioventures.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
NZS CAPITAL LLC reported RAUM up 38% ($2.93B -> $4.06B). IAPD ↗fund
$4.06B RAUM · 5 reps · 720-282-9746 · nzscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
ASCENDANT CAPITAL PARTNERS LP reported RAUM up 38% ($1.41B -> $1.95B). IAPD ↗fund
$1.95B RAUM · 13 reps · (310) 689-5149 · ascendantcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
FIDELIS INVESTORS, LLC reported RAUM up 36% ($1.01B -> $1.38B). IAPD ↗fund
$1.38B RAUM · 6 reps · 908-402-8132 · fidelis-investors.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
WHITEHAWK CAPITAL PARTNERS LP reported RAUM up 38% ($1.03B -> $1.43B). IAPD ↗fund
$1.43B RAUM · 14 reps · (213) 441-2688
Portfolio / reporting / TAMPCRMFinancial planning software
52
140 SUMMER PARTNERS LP reported RAUM up 38% ($2.80B -> $3.87B). IAPD ↗fund
$3.87B RAUM · 10 reps · 212-804-9760
Portfolio / reporting / TAMPCRMFinancial planning software
52
STONE POINT CREDIT ADVISER LLC reported RAUM up 38% ($8.07B -> $11.13B). IAPD ↗fund
$11.13B RAUM · 64 reps · 203-862-2900 · stonepoint.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
SANDLOT PARTNERS, LLC reported RAUM up 46% ($626.2M -> $916.6M). IAPD ↗fund
$916.6M RAUM · 8 reps · 203-233-5797
Portfolio / reporting / TAMPCRMFinancial planning software
52
SYCAMORE TREE CAPITAL PARTNERS, L.P. reported RAUM up 40% ($2.53B -> $3.54B). IAPD ↗fund
$3.54B RAUM · 15 reps · 214-251-8250
Portfolio / reporting / TAMPCRMFinancial planning software
52
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC reported RAUM up 48% ($614.4M -> $911.7M). IAPD ↗fund
$911.7M RAUM · 1096 reps · 212-417-7000 · brookfield.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
GERCHEN CAPITAL PARTNERS reported RAUM up 37% ($1.54B -> $2.11B). IAPD ↗fund
$2.11B RAUM · 22 reps · 217-437-1300 · gerchen.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
WHISTLER CAPITAL PARTNERS LLC reported RAUM up 36% ($1.82B -> $2.49B). IAPD ↗fund
$2.49B RAUM · 7 reps · 615-252-5501 · whistlercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
MARKETDESK INDICES LLC reported RAUM up 37% ($110.9M -> $151.6M). IAPD ↗institutional
$151.6M RAUM · 2 reps · 646-787-0394 · marketdeskresearch.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
MYCOR CAPITAL MANAGEMENT, LLC reported RAUM up 36% ($1.29B -> $1.75B). IAPD ↗fund
$1.75B RAUM · 10 reps · 203-803-4840 · mycorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
GLOBAL DELTA CAPITAL, LLC reported RAUM up 60% ($137.9M -> $220.9M). IAPD ↗fund
$220.9M RAUM · 6 reps · 501-952-9465 · globaldeltacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
AVILA REAL ESTATE CAPITAL reported RAUM up 49% ($226.7M -> $336.7M). IAPD ↗fund
$336.7M RAUM · 24 reps · 415-561-0600 · avilacapllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
CORIENT IA LLC reported RAUM up 39% ($3.68B -> $5.11B). IAPD ↗fund
$5.11B RAUM · 49 reps · (305) 735-2020
Portfolio / reporting / TAMPCRMFinancial planning software
52
LUMINARX CAPITAL MANAGEMENT LP reported RAUM up 40% ($3.20B -> $4.46B). IAPD ↗fund
$4.46B RAUM · 17 reps · 212-680-4579 · luminarx.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC reported RAUM up 36% ($91.1M -> $124.1M). IAPD ↗institutional
$124.1M RAUM · 34 reps · 203-340-8500
Portfolio / reporting / TAMPCRMFinancial planning software
52
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC reported RAUM up 35% ($135.8M -> $183.5M). IAPD ↗institutional
$183.5M RAUM · 12 reps · 203-340-8500
Portfolio / reporting / TAMPCRMFinancial planning software
52
LONG ANGLE MANAGEMENT, LLC reported RAUM up 48% ($273.5M -> $404.7M). IAPD ↗fund
$404.7M RAUM · 4 reps · 808-651-4737 · longangle.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
RENWAVE KORE, LLC reported RAUM up 37% ($1.22B -> $1.68B). IAPD ↗fund
$1.68B RAUM · 11 reps · 203-905-9236 · renwavekore.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
KARL KAPITAL reported RAUM up 50% ($179.4M -> $268.4M). IAPD ↗fund
$268.4M RAUM · 5 reps · (415) 503-5712 · karlkapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
52
TORQUE ASSET MANAGEMENT LLC reported RAUM up 49% ($216.6M -> $323.8M). IAPD ↗fund
$323.8M RAUM · 3 reps · 786-655-6494 · torqueam.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PANAGORA ASSET MANAGEMENT INC reported RAUM up 33% ($33.18B -> $44.13B). IAPD ↗fund
$44.13B RAUM · 44 reps · 617-439-6300 · panagora.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
FIRST EAGLE INVESTMENT MANAGEMENT, LLC reported RAUM up 34% ($101.61B -> $136.48B). IAPD ↗fund
$136.48B RAUM · 46 reps · 212-698-3300
Portfolio / reporting / TAMPCRMFinancial planning software
51
WEXFORD CAPITAL LP reported RAUM up 32% ($1.30B -> $1.72B). IAPD ↗fund
$1.72B RAUM · 17 reps · 561-273-8600 · wexford.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GAM USA INC. reported RAUM up 35% ($1.15B -> $1.55B). IAPD ↗fund
$1.55B RAUM · 10 reps · 212-407-4600
Portfolio / reporting / TAMPCRMFinancial planning software
51
BALLYROCK INVESTMENT ADVISORS LLC reported RAUM up 31% ($8.42B -> $10.99B). IAPD ↗fund
$10.99B RAUM · 3 reps · 617-563-7000
Portfolio / reporting / TAMPCRMFinancial planning software
51
BLACKSTONE ASSET BASED FINANCE ADVISORS LP reported RAUM up 32% ($53.31B -> $70.45B). IAPD ↗fund
$70.45B RAUM · 386 reps · 212-503-2100 · blackstone.podbean.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ALGERT GLOBAL LLC reported RAUM up 34% ($7.64B -> $10.20B). IAPD ↗fund
$10.20B RAUM · 11 reps · 415-675-7300 · algertglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GS GAMMA ADVISORS, LLC reported RAUM up 42% ($209.6M -> $298.6M). IAPD ↗fund
$298.6M RAUM · 4 reps · 212-381-4169 · gsgamma.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
GLENVIEW CAPITAL MANAGEMENT, LLC reported RAUM up 34% ($4.77B -> $6.37B). IAPD ↗fund
$6.37B RAUM · 25 reps · 212-812-4700
Portfolio / reporting / TAMPCRMFinancial planning software
51
GREYLOCK CAPITAL MANAGEMENT, LLC reported RAUM up 40% ($223.6M -> $313.9M). IAPD ↗fund
$313.9M RAUM · 4 reps · 1-212-808-1800 · greylockcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
WOLVERINE ASSET MANAGEMENT, LLC reported RAUM up 32% ($11.23B -> $14.83B). IAPD ↗fund
$14.83B RAUM · 20 reps · 312-884-4400 · wolve.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BAIN CAPITAL PRIVATE EQUITY, LP reported RAUM up 35% ($71.61B -> $96.43B). IAPD ↗fund
$96.43B RAUM · 436 reps · 617-516-2318 · baincapitallifesciences.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BLACKSTONE LIQUID CREDIT ADVISORS I LLC reported RAUM up 33% ($38.91B -> $51.63B). IAPD ↗fund
$51.63B RAUM · 408 reps · 212-503-2100
Portfolio / reporting / TAMPCRMFinancial planning software
51
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP reported RAUM up 31% ($5.72B -> $7.48B). IAPD ↗fund
$7.48B RAUM · 27 reps · 212-295-6200
Portfolio / reporting / TAMPCRMFinancial planning software
51
ALYESKA INVESTMENT GROUP, L.P. reported RAUM up 32% ($31.65B -> $41.68B). IAPD ↗fund
$41.68B RAUM · 38 reps · 312-899-7900 · highlinercapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
MEDINA VALUE PARTNERS, LLC reported RAUM up 40% ($511.6M -> $717.2M). IAPD ↗fund
$717.2M RAUM · 3 reps · (310) 979-6900
Portfolio / reporting / TAMPCRMFinancial planning software
51
BROADRIVER ASSET MANAGEMENT, L.P. reported RAUM up 32% ($1.77B -> $2.34B). IAPD ↗fund
$2.34B RAUM · 7 reps · 212-486-0600
Portfolio / reporting / TAMPCRMFinancial planning software
51
SERENGETI ASSET MANAGEMENT LP reported RAUM up 30% ($1.13B -> $1.48B). IAPD ↗fund
$1.48B RAUM · 10 reps · 212-672-2220
Portfolio / reporting / TAMPCRMFinancial planning software
51
WIND POINT PARTNERS reported RAUM up 31% ($6.56B -> $8.58B). IAPD ↗fund
$8.58B RAUM · 26 reps · 312-255-4800 · wppartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
3G CAPITAL PARTNERS LP reported RAUM up 31% ($12.42B -> $16.31B). IAPD ↗fund
$16.31B RAUM · 9 reps · 212-893-6727
Portfolio / reporting / TAMPCRMFinancial planning software
51
BGO US REAL ESTATE LP reported RAUM up 32% ($18.28B -> $24.12B). IAPD ↗fund
$24.12B RAUM · 32 reps · 212-359-7800 · bgo.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
DME CAPITAL MANAGEMENT, LP reported RAUM up 31% ($3.67B -> $4.80B). IAPD ↗fund
$4.80B RAUM · 11 reps · 212-973-1900
Portfolio / reporting / TAMPCRMFinancial planning software
51
DFW CAPITAL PARTNERS reported RAUM up 31% ($2.21B -> $2.89B). IAPD ↗fund
$2.89B RAUM · 18 reps · 201-836-6000 · dfwcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
HRTG GPE, LLC reported RAUM up 31% ($20.62B -> $27.10B). IAPD ↗fund
$27.10B RAUM · 8 reps · 650-397-9070
Portfolio / reporting / TAMPCRMFinancial planning software
51
SRS INVESTMENT MANAGEMENT, LLC reported RAUM up 34% ($10.35B -> $13.92B). IAPD ↗fund
$13.92B RAUM · 18 reps · 212-520-7900 · srsfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
COATUE MANAGEMENT, L.L.C. reported RAUM up 33% ($69.52B -> $92.71B). IAPD ↗fund
$92.71B RAUM · 68 reps · 212-715-5100
Portfolio / reporting / TAMPCRMFinancial planning software
51
KENSICO CAPITAL MANAGEMENT CORP. reported RAUM up 31% ($6.03B -> $7.88B). IAPD ↗fund
$7.88B RAUM · 11 reps · 203-862-5800 · kensicocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
NANTAHALA CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($2.35B -> $3.11B). IAPD ↗fund
$3.11B RAUM · 6 reps · 203-909-6430 · nantahalapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PRELUDE CAPITAL MANAGEMENT, LLC reported RAUM up 34% ($1.78B -> $2.39B). IAPD ↗fund
$2.39B RAUM · 11 reps · 212-546-1180 · preludecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BROADWOOD CAPITAL, INC reported RAUM up 30% ($1.31B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 5 reps · 212-508-5735 · broadwoodcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
COLUMBIA CAPITAL reported RAUM up 34% ($6.78B -> $9.10B). IAPD ↗fund
$9.10B RAUM · 13 reps · 703-519-2000 · colcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TXRE ADVISERS, LLC reported RAUM up 30% ($4.89B -> $6.37B). IAPD ↗fund
$6.37B RAUM · 32 reps · 972-201-2841 · hillwood.pl
Portfolio / reporting / TAMPCRMFinancial planning software
51
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC reported RAUM up 34% ($4.69B -> $6.27B). IAPD ↗fund
$6.27B RAUM · 20 reps · 646-517-3323 · kimmeridge.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
HC CAPITAL PARTNERS, LLC reported RAUM up 34% ($3.89B -> $5.21B). IAPD ↗fund
$5.21B RAUM · 0 reps · 610-828-7200
Portfolio / reporting / TAMPCRMFinancial planning software
51
AVISTA HEALTHCARE PARTNERS reported RAUM up 34% ($4.97B -> $6.66B). IAPD ↗fund
$6.66B RAUM · 19 reps · 212-593-6900 · avistahealthcare.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
MANGROVE PARTNERS reported RAUM up 30% ($2.08B -> $2.71B). IAPD ↗fund
$2.71B RAUM · 10 reps · 212-897-9535 · mangrovepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ICG INVESTMENTS INC reported RAUM up 32% ($37.74B -> $49.69B). IAPD ↗fund
$49.69B RAUM · 54 reps · 212-710-9650 · icgam.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SELKIRK MANAGEMENT, LLC reported RAUM up 43% ($309.2M -> $443.0M). IAPD ↗fund
$443.0M RAUM · 3 reps · 973-701-6172 · selkirkpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
LANDSCAPE CAPITAL MANAGEMENT LLC reported RAUM up 32% ($2.29B -> $3.03B). IAPD ↗fund
$3.03B RAUM · 10 reps · 201-266-7984 · landscapecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
YORKVILLE ADVISORS GLOBAL, LP reported RAUM up 42% ($631.9M -> $900.0M). IAPD ↗fund
$900.0M RAUM · 21 reps · (201) 536-5110
Portfolio / reporting / TAMPCRMFinancial planning software
51
STONE RIDGE ASSET MANAGEMENT LLC reported RAUM up 33% ($27.36B -> $36.34B). IAPD ↗fund
$36.34B RAUM · 47 reps · 212-257-4750 · stoneridgefunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SABAL INVESTMENT ADVISORS, LLC reported RAUM up 34% ($4.35B -> $5.83B). IAPD ↗fund
$5.83B RAUM · 10 reps · 949-255-2699 · sabalinvestmentholdings.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PLUSTICK MANAGEMENT LLC reported RAUM up 43% ($197.0M -> $280.8M). IAPD ↗fund
$280.8M RAUM · 4 reps · 434-977-9229 · plustickpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
COMMUNITY INVESTMENT MANAGEMENT LLC reported RAUM up 35% ($1.09B -> $1.47B). IAPD ↗fund
$1.47B RAUM · 31 reps · 415-857-3233 · cim-llc.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
COPPERPLATE CAPITAL LLC reported RAUM up 41% ($208.2M -> $293.7M). IAPD ↗fund
$293.7M RAUM · 1 reps · (650) 275-4313 · copperplatecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
QUANTUM CAPITAL GROUP reported RAUM up 31% ($21.98B -> $28.77B). IAPD ↗fund
$28.77B RAUM · 65 reps · 713-452-2000 · quantumcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
HARBOUR POINT CAPITAL reported RAUM up 41% ($214.1M -> $302.4M). IAPD ↗fund
$302.4M RAUM · 4 reps · 646-681-4600 · harbourpointcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
FOUNDERS EQUITY PARTNERS reported RAUM up 43% ($216.7M -> $309.4M). IAPD ↗fund
$309.4M RAUM · 2 reps · 307-249-6998 · fepfund.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
HPE CAPITAL MANAGEMENT II, LLC reported RAUM up 40% ($600.3M -> $840.5M). IAPD ↗fund
$840.5M RAUM · 5 reps · 513-745-9200 · hauserprivateequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
SPRING LAKE ASSET MANAGEMENT, INC. reported RAUM up 32% ($1.12B -> $1.47B). IAPD ↗fund
$1.47B RAUM · 8 reps · 813-336-6889 · springlakeassetmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
AIGH CAPITAL MANAGEMENT, LLC reported RAUM up 42% ($332.3M -> $472.7M). IAPD ↗fund
$472.7M RAUM · 4 reps · 410-415-6464
Portfolio / reporting / TAMPCRMFinancial planning software
51
RUBRIC CAPITAL MANAGEMENT LP reported RAUM up 35% ($7.10B -> $9.58B). IAPD ↗fund
$9.58B RAUM · 9 reps · 212-418-1888 · rubriccapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
EXTRACT ADVISORS reported RAUM up 40% ($651.6M -> $914.4M). IAPD ↗fund
$914.4M RAUM · 9 reps · 212 255 0972 · extractcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CORAZON GROUP LLC reported RAUM up 44% ($230.7M -> $331.5M). IAPD ↗fund
$331.5M RAUM · 12 reps · 312-952-1654 · corazon.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
QUINBROOK INFRASTRUCTURE PARTNERS LLC reported RAUM up 30% ($6.87B -> $8.95B). IAPD ↗fund
$8.95B RAUM · 15 reps · 646 574 8303
Portfolio / reporting / TAMPCRMFinancial planning software
51
PRANA CAPITAL MANAGEMENT LP reported RAUM up 30% ($3.31B -> $4.31B). IAPD ↗fund
$4.31B RAUM · 7 reps · 203-487-5185
Portfolio / reporting / TAMPCRMFinancial planning software
51
HOLOCENE ADVISORS, LP reported RAUM up 33% ($38.05B -> $50.43B). IAPD ↗fund
$50.43B RAUM · 51 reps · 646-779-6420
Portfolio / reporting / TAMPCRMFinancial planning software
51
CRESTA FUND MANAGEMENT LLC reported RAUM up 30% ($1.57B -> $2.04B). IAPD ↗fund
$2.04B RAUM · 10 reps · 214-310-1083
Portfolio / reporting / TAMPCRMFinancial planning software
51
L SQUARED CAPITAL PARTNERS reported RAUM up 31% ($1.55B -> $2.04B). IAPD ↗fund
$2.04B RAUM · 15 reps · 949-398-0168 · lsquaredcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
DIAMETER CAPITAL PARTNERS LP reported RAUM up 33% ($21.58B -> $28.76B). IAPD ↗fund
$28.76B RAUM · 62 reps · 212-655-1400
Portfolio / reporting / TAMPCRMFinancial planning software
51
ARGENTIC reported RAUM up 30% ($1.39B -> $1.81B). IAPD ↗fund
$1.81B RAUM · 5 reps · 646 560-1700 · argentic.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ONCE CAPITAL MANAGEMENT, LLC reported RAUM up 42% ($296.7M -> $422.1M). IAPD ↗fund
$422.1M RAUM · 5 reps · 646-867-0658 · oncecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. reported RAUM up 33% ($60.41B -> $80.17B). IAPD ↗fund
$80.17B RAUM · 55 reps · 212-583-5000
Portfolio / reporting / TAMPCRMFinancial planning software
51
AUXO INVESTMENT PARTNERS, LLC reported RAUM up 41% ($292.0M -> $412.0M). IAPD ↗fund
$412.0M RAUM · 12 reps · 616-980-9810
Portfolio / reporting / TAMPCRMFinancial planning software
51
MEDALIST PARTNERS LP reported RAUM up 31% ($1.87B -> $2.44B). IAPD ↗fund
$2.44B RAUM · 12 reps · 212-493-4477 · medalistpartnersfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
EXODUSPOINT CAPITAL MANAGEMENT, LP reported RAUM up 33% ($119.72B -> $159.41B). IAPD ↗fund
$159.41B RAUM · 313 reps · (646) 940 - 9600
Portfolio / reporting / TAMPCRMFinancial planning software
51
FORA CAPITAL, LLC reported RAUM up 32% ($1.26B -> $1.67B). IAPD ↗fund
$1.67B RAUM · 2 reps · 786-558-3902 · foracapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
TWO SIGMA VENTURES, LP reported RAUM up 31% ($1.69B -> $2.23B). IAPD ↗fund
$2.23B RAUM · 14 reps · (212) 625-5700 · twosigmaventures.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC reported RAUM up 34% ($2.78B -> $3.73B). IAPD ↗fund
$3.73B RAUM · 23 reps · 212-696-0100
Portfolio / reporting / TAMPCRMFinancial planning software
51
COMMODORE CAPITAL reported RAUM up 34% ($1.76B -> $2.37B). IAPD ↗fund
$2.37B RAUM · 6 reps · 212-256-8600 · commodorecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. reported RAUM up 35% ($9.80B -> $13.19B). IAPD ↗fund
$13.19B RAUM · 21 reps · 617-949-2200 · spoti.fi
Portfolio / reporting / TAMPCRMFinancial planning software
51
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. reported RAUM up 33% ($2.55B -> $3.40B). IAPD ↗fund
$3.40B RAUM · 21 reps · 212-720-0300 · newmountainfinance.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CHARGER INVESTMENT PARTNERS LP reported RAUM up 41% ($612.7M -> $865.3M). IAPD ↗fund
$865.3M RAUM · 12 reps · 310-372-5525 · chargerinv.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CATALIO CAPITAL MANAGEMENT, LP reported RAUM up 30% ($1.67B -> $2.18B). IAPD ↗fund
$2.18B RAUM · 13 reps · 410-989-6168
Portfolio / reporting / TAMPCRMFinancial planning software
51
DELLORA INVESTMENTS LP reported RAUM up 56% ($95.3M -> $148.4M). IAPD ↗fund
$148.4M RAUM · 3 reps · 203-632-6341 · dellora.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
VOYAGER GLOBAL MANAGEMENT LP reported RAUM up 34% ($3.22B -> $4.33B). IAPD ↗fund
$4.33B RAUM · 2 reps · (212) 680-4560 · voyagermgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
DEEPWORK CAPITAL, LLC reported RAUM up 40% ($213.7M -> $300.2M). IAPD ↗fund
$300.2M RAUM · 8 reps · 407-988-3014 · deepworkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
AJOVISTA reported RAUM up 42% ($190.0M -> $269.0M). IAPD ↗fund
$269.0M RAUM · 7 reps · (413) 419-0828 · ajovista.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BRINLEY PARTNERS, LP reported RAUM up 35% ($4.66B -> $6.29B). IAPD ↗fund
$6.29B RAUM · 14 reps · 646-993-6293
Portfolio / reporting / TAMPCRMFinancial planning software
51
HAVELI INVESTMENT MANAGEMENT LLC reported RAUM up 34% ($4.50B -> $6.03B). IAPD ↗fund
$6.03B RAUM · 35 reps · 512-987-7314
Portfolio / reporting / TAMPCRMFinancial planning software
51
SYMBIOSIS CAPITAL PARTNERS, LLC reported RAUM up 40% ($254.7M -> $357.2M). IAPD ↗fund
$357.2M RAUM · 6 reps · 4793786655
Portfolio / reporting / TAMPCRMFinancial planning software
51
HAUN VENTURES MANAGEMENT LP reported RAUM up 32% ($1.89B -> $2.49B). IAPD ↗fund
$2.49B RAUM · 5 reps · (650) 204-1322 · haun.co
Portfolio / reporting / TAMPCRMFinancial planning software
51
DOMA PERPETUAL CAPITAL MANAGEMENT LLC reported RAUM up 43% ($215.5M -> $307.6M). IAPD ↗fund
$307.6M RAUM · 4 reps · 305-549-5081 · domaperpetual.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CGAM reported RAUM up 34% ($20.0M -> $26.8M). IAPD ↗institutional
$26.8M RAUM · 4 reps · 630-245-7200 · calamos.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
APEX INVESTMENTS MANAGEMENT US, LLC reported RAUM up 40% ($279.5M -> $392.5M). IAPD ↗fund
$392.5M RAUM · 3 reps · 305-222-7246 · apexcapitalpe.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
PRAETORIAN PR LLC reported RAUM up 40% ($335.6M -> $471.3M). IAPD ↗fund
$471.3M RAUM · 2 reps · (786) 396-1281 · pracap.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
COALESCE CAPITAL MANAGEMENT LLC reported RAUM up 35% ($1.36B -> $1.83B). IAPD ↗fund
$1.83B RAUM · 20 reps · (646) 222-5910
Portfolio / reporting / TAMPCRMFinancial planning software
51
JOSEPH ADVISORY reported RAUM up 58% ($108.4M -> $170.9M). IAPD ↗fund
$170.9M RAUM · 1 reps · 915-820-8082
Portfolio / reporting / TAMPCRMFinancial planning software
51
BARRETT UPTON CAPITAL PARTNERS reported RAUM up 56% ($117.1M -> $182.2M). IAPD ↗fund
$182.2M RAUM · 6 reps · 8477520292 · barrettupton.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
FIFTH PARTNERS MANAGEMENT, LLC reported RAUM up 40% ($279.4M -> $391.6M). IAPD ↗fund
$391.6M RAUM · 7 reps · 214-492-5863 · archenergypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
NILES INVESTMENT MANAGEMENT, LLC reported RAUM up 56% ($118.8M -> $185.5M). IAPD ↗fund
$185.5M RAUM · 2 reps · (305) 813-0484 · nilesinvestmentmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BEAR CREEK FUND ADVISORS LLC reported RAUM up 45% ($195.0M -> $282.5M). IAPD ↗fund
$282.5M RAUM · 12 reps · 303-459-7333 · bearcreekam.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
CARO INVESTORS reported RAUM up 44% ($219.7M -> $316.7M). IAPD ↗fund
$316.7M RAUM · 6 reps · 571.679.3476 · caroinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
51
BRIGHAM ROYALTIES MANAGEMENT, LLC reported RAUM up 43% ($311.6M -> $445.6M). IAPD ↗fund
$445.6M RAUM · 12 reps · 512-220-1235
Portfolio / reporting / TAMPCRMFinancial planning software
51
O'CONNOR ALTERNATIVE INVESTMENTS, LLC reported RAUM up 32% ($12.39B -> $16.37B). IAPD ↗fund
$16.37B RAUM · 17 reps · 212-915-1722
Portfolio / reporting / TAMPCRMFinancial planning software
51
OPTIMIST VENTURES LLC reported RAUM up 41% ($227.1M -> $319.1M). IAPD ↗fund
$319.1M RAUM · 1 reps · 516 510 4882
Portfolio / reporting / TAMPCRMFinancial planning software
50
RUSSELL INVESTMENTS reported RAUM up 29% ($27.22B -> $35.03B). IAPD ↗fund
$35.03B RAUM · 126 reps · 206-505-7877 · russellinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CAMDEN ASSET MANAGEMENT reported RAUM up 27% ($8.79B -> $11.17B). IAPD ↗fund
$11.17B RAUM · 5 reps · 310-785-9755 · camdenasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
NEEDHAM INVESTMENT MANAGEMENT, LLC reported RAUM up 28% ($1.41B -> $1.80B). IAPD ↗fund
$1.80B RAUM · 3 reps · 212-371-8300 · needhamfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALLSTATE INVESTMENT MANAGEMENT COMPANY reported RAUM up 30% ($20.36B -> $26.46B). IAPD ↗fund
$26.46B RAUM · 119 reps · 312-728-5494 · allstateinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CBRE INVESTMENT MANAGEMENT reported RAUM up 26% ($18.10B -> $22.84B). IAPD ↗fund
$22.84B RAUM · 113 reps · 212-824-2150 · cbreim.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MKP CAPITAL MANAGEMENT, L.L.C. reported RAUM up 30% ($9.92B -> $12.85B). IAPD ↗fund
$12.85B RAUM · 20 reps · 212-303-7100 · mkpcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CAZ INVESTMENTS L.P. reported RAUM up 25% ($8.65B -> $10.83B). IAPD ↗fund
$10.83B RAUM · 68 reps · 713-403-8250 · cazinvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
AQR ARBITRAGE, LLC reported RAUM up 27% ($3.46B -> $4.38B). IAPD ↗fund
$4.38B RAUM · 18 reps · 203-742-3600
Portfolio / reporting / TAMPCRMFinancial planning software
50
HBK CAPITAL MANAGEMENT reported RAUM up 25% ($28.45B -> $35.61B). IAPD ↗fund
$35.61B RAUM · 61 reps · 214-758-6100 · hbk.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
LOS ANGELES CAPITAL MANAGEMENT LLC reported RAUM up 30% ($31.29B -> $40.58B). IAPD ↗fund
$40.58B RAUM · 46 reps · 310-479-9998 · lacapm.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MARATHON ASSET MANAGEMENT, L.P. reported RAUM up 26% ($24.20B -> $30.48B). IAPD ↗fund
$30.48B RAUM · 99 reps · 212-500-3000
Portfolio / reporting / TAMPCRMFinancial planning software
50
ABS GLOBAL INVESTMENTS reported RAUM up 29% ($8.15B -> $10.48B). IAPD ↗fund
$10.48B RAUM · 16 reps · 203-618-3700
Portfolio / reporting / TAMPCRMFinancial planning software
50
ARES MANAGEMENT LLC reported RAUM up 28% ($359.15B -> $458.82B). IAPD ↗fund
$458.82B RAUM · 1550 reps · 310-201-4100 · aresfoundation.org
Portfolio / reporting / TAMPCRMFinancial planning software
50
ABSOLUTE INVESTMENT ADVISERS, LLC reported RAUM up 26% ($1.78B -> $2.23B). IAPD ↗fund
$2.23B RAUM · 7 reps · 781-740-1904 · absoluteadvisers.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
INDUS CAPITAL PARTNERS, LLC reported RAUM up 26% ($4.04B -> $5.09B). IAPD ↗fund
$5.09B RAUM · 28 reps · 212-909-2888 · induscap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CAMPBELL & COMPANY INVESTMENT ADVISER LLC reported RAUM up 25% ($3.47B -> $4.34B). IAPD ↗fund
$4.34B RAUM · 28 reps · 410-413-2600 · campbell.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ONEX CREDIT PARTNERS, LLC reported RAUM up 28% ($23.47B -> $30.14B). IAPD ↗fund
$30.14B RAUM · 44 reps · (201) 541-2121 · onex.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CRYSTAL CAPITAL PARTNERS, LLC reported RAUM up 28% ($1.01B -> $1.30B). IAPD ↗fund
$1.30B RAUM · 6 reps · 305-868-1500 · crystalfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CITADEL ADVISORS LLC reported RAUM up 28% ($445.96B -> $570.62B). IAPD ↗fund
$570.62B RAUM · 1314 reps · 786-741-5389
Portfolio / reporting / TAMPCRMFinancial planning software
50
ESM MANAGEMENT LLC reported RAUM up 27% ($1.09B -> $1.39B). IAPD ↗fund
$1.39B RAUM · 2 reps · 646-927-6089 · esminvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
TIFF INVESTMENT MANAGEMENT reported RAUM up 28% ($1.92B -> $2.46B). IAPD ↗fund
$2.46B RAUM · 0 reps · 610-684-8000
Portfolio / reporting / TAMPCRMFinancial planning software
50
MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. reported RAUM up 28% ($1.13B -> $1.44B). IAPD ↗fund
$1.44B RAUM · 16 reps · 312-592-6111
Portfolio / reporting / TAMPCRMFinancial planning software
50
HALE CAPITAL MANAGEMENT, LP reported RAUM up 36% ($276.0M -> $374.6M). IAPD ↗fund
$374.6M RAUM · 9 reps · 203-364-4253 · halecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MADISON DEARBORN PARTNERS reported RAUM up 29% ($16.08B -> $20.74B). IAPD ↗fund
$20.74B RAUM · 53 reps · 312-895-1000
Portfolio / reporting / TAMPCRMFinancial planning software
50
MILLENNIUM MANAGEMENT LLC reported RAUM up 26% ($571.11B -> $720.85B). IAPD ↗fund
$720.85B RAUM · 3055 reps · 212-841-4100 · mlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
NMS CAPITAL SERVICES, LLC reported RAUM up 30% ($1.44B -> $1.87B). IAPD ↗fund
$1.87B RAUM · 23 reps · 212-422-7099 · nms-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
NWI MANAGEMENT LP reported RAUM up 26% ($3.14B -> $3.95B). IAPD ↗fund
$3.95B RAUM · 4 reps · 212-297-2950
Portfolio / reporting / TAMPCRMFinancial planning software
50
MERION REALTY ADVISERS, LLC reported RAUM up 53% ($67.9M -> $103.9M). IAPD ↗fund
$103.9M RAUM · 9 reps · 610-896-3000 · merionrealtypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SIXTH STREET ADVISERS, LLC reported RAUM up 27% ($79.98B -> $101.61B). IAPD ↗fund
$101.61B RAUM · 338 reps · 469-621-3001
Portfolio / reporting / TAMPCRMFinancial planning software
50
TUDOR INVESTMENT CORPORATION reported RAUM up 28% ($83.57B -> $106.84B). IAPD ↗fund
$106.84B RAUM · 275 reps · 203-863-6700 · tudor.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
RA CAPITAL MANAGEMENT, LP reported RAUM up 30% ($12.63B -> $16.40B). IAPD ↗fund
$16.40B RAUM · 95 reps · 617-778-2500 · racap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
FENWAY PARTNERS, LLC reported RAUM up 39% ($220.0M -> $306.8M). IAPD ↗fund
$306.8M RAUM · 2 reps · 212-698-9400 · fenwaypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ACCOLADE PARTNERS reported RAUM up 27% ($7.06B -> $9.00B). IAPD ↗fund
$9.00B RAUM · 11 reps · 202-775-5595
Portfolio / reporting / TAMPCRMFinancial planning software
50
OLYMPUS ADVISORS, LLC reported RAUM up 27% ($7.29B -> $9.25B). IAPD ↗fund
$9.25B RAUM · 22 reps · 203-353-5900 · olympuspartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALPHA WAVE GLOBAL, LP reported RAUM up 26% ($21.10B -> $26.66B). IAPD ↗fund
$26.66B RAUM · 48 reps · 212 803-9080
Portfolio / reporting / TAMPCRMFinancial planning software
50
NEW ENTERPRISE ASSOCIATES reported RAUM up 28% ($27.83B -> $35.58B). IAPD ↗fund
$35.58B RAUM · 51 reps · (650) 854-9499
Portfolio / reporting / TAMPCRMFinancial planning software
50
POINTSTATE CAPITAL LP reported RAUM up 27% ($9.40B -> $11.98B). IAPD ↗fund
$11.98B RAUM · 19 reps · 212-830-7000
Portfolio / reporting / TAMPCRMFinancial planning software
50
NEWTYN MANAGEMENT, LLC reported RAUM up 26% ($1.65B -> $2.07B). IAPD ↗fund
$2.07B RAUM · 8 reps · 212-446-2460 · newtyn.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
INVUS FINANCIAL ADVISORS, LLC reported RAUM up 29% ($12.58B -> $16.21B). IAPD ↗fund
$16.21B RAUM · 43 reps · 212-616-2555
Portfolio / reporting / TAMPCRMFinancial planning software
50
INCLINE GLOBAL MANAGEMENT, LLC reported RAUM up 38% ($187.7M -> $259.0M). IAPD ↗fund
$259.0M RAUM · 3 reps · 212-488-2910 · inclineglobal.net
Portfolio / reporting / TAMPCRMFinancial planning software
50
POINT BREAK CAPITAL MANAGEMENT LLC reported RAUM up 26% ($1.61B -> $2.04B). IAPD ↗fund
$2.04B RAUM · 11 reps · 786-226-8211 · pointbreakcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ACORN CAPITAL MANAGEMENT reported RAUM up 36% ($655.1M -> $893.2M). IAPD ↗fund
$893.2M RAUM · 13 reps · 405-737-2676
Portfolio / reporting / TAMPCRMFinancial planning software
50
BLUE OWL REAL ESTATE CAPITAL LLC reported RAUM up 26% ($53.79B -> $67.88B). IAPD ↗fund
$67.88B RAUM · 130 reps · (212) 419-3000
Portfolio / reporting / TAMPCRMFinancial planning software
50
CARRICK CAPITAL PARTNERS reported RAUM up 27% ($1.64B -> $2.08B). IAPD ↗fund
$2.08B RAUM · 15 reps · 415-432-4100 · carrickcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PACIFIC PRIVATE FUND ADVISORS LLC reported RAUM up 29% ($9.47B -> $12.24B). IAPD ↗fund
$12.24B RAUM · 8 reps · (800) 800-7646
Portfolio / reporting / TAMPCRMFinancial planning software
50
ALTA PARK CAPITAL, LP reported RAUM up 28% ($1.39B -> $1.77B). IAPD ↗fund
$1.77B RAUM · 10 reps · 415-835-3890
Portfolio / reporting / TAMPCRMFinancial planning software
50
BRIARWOOD CHASE MANAGEMENT LLC reported RAUM up 30% ($1.06B -> $1.37B). IAPD ↗fund
$1.37B RAUM · 10 reps · 212-984-6798 · briarwoodcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC reported RAUM up 25% ($23.23B -> $29.11B). IAPD ↗fund
$29.11B RAUM · 30 reps · 212-257-5757 · pretium.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
REVERENCE CAPITAL PARTNERS reported RAUM up 27% ($14.30B -> $18.09B). IAPD ↗fund
$18.09B RAUM · 31 reps · 212-804-8025 · reverencecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SENTINEL DOME PARTNERS, LLC reported RAUM up 27% ($1.26B -> $1.59B). IAPD ↗fund
$1.59B RAUM · 9 reps · 415-636-9250 · sentineldome.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
HUDSON WAY CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($1.11B -> $1.40B). IAPD ↗fund
$1.40B RAUM · 6 reps · (214) 984-5180 · hwcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
TREE LINE CAPITAL PARTNERS, LLC reported RAUM up 28% ($3.01B -> $3.85B). IAPD ↗fund
$3.85B RAUM · 20 reps · 415-795-7575 · treelinecp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ACTIVANT CAPITAL GROUP LLC reported RAUM up 26% ($1.28B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 12 reps · 203-489-9080 · activantcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ANCOR CAPITAL PARTNERS reported RAUM up 40% ($328.0M -> $458.4M). IAPD ↗fund
$458.4M RAUM · 8 reps · (817) 877-4458 · ancorcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CANYON CLO ADVISORS LP reported RAUM up 27% ($9.41B -> $11.91B). IAPD ↗fund
$11.91B RAUM · 55 reps · 214 253 6000
Portfolio / reporting / TAMPCRMFinancial planning software
50
BARCA CAPITAL, LLC reported RAUM up 35% ($324.5M -> $439.0M). IAPD ↗fund
$439.0M RAUM · 2 reps · 415-992-6334 · barcacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
KLINE HILL PARTNERS LP reported RAUM up 29% ($9.11B -> $11.71B). IAPD ↗fund
$11.71B RAUM · 32 reps · 203-987-6120 · klinehill.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
SERVE CAPITAL PARTNERS reported RAUM up 27% ($1.95B -> $2.46B). IAPD ↗fund
$2.46B RAUM · 4 reps · 512-505-4153 · servecapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
BROAD BAY CAPITAL MANAGEMENT LP reported RAUM up 29% ($1.47B -> $1.89B). IAPD ↗fund
$1.89B RAUM · 7 reps · 212.503.5800 · broadbaycapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
RDST CAPITAL LLC reported RAUM up 27% ($1.00B -> $1.28B). IAPD ↗fund
$1.28B RAUM · 6 reps · 212-543-1000 · readestreet.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CROSS OCEAN PARTNERS MANAGEMENT LP reported RAUM up 28% ($4.90B -> $6.29B). IAPD ↗fund
$6.29B RAUM · 14 reps · 1-203-340-7850 · crossoceanpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
1SHARPE CAPITAL LLC reported RAUM up 28% ($2.10B -> $2.70B). IAPD ↗fund
$2.70B RAUM · 15 reps · 510-788-5000
Portfolio / reporting / TAMPCRMFinancial planning software
50
AVENIR MANAGEMENT COMPANY, LLC reported RAUM up 28% ($2.19B -> $2.79B). IAPD ↗fund
$2.79B RAUM · 11 reps · 3476142682 · avenirgrowth.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC reported RAUM up 29% ($4.59B -> $5.90B). IAPD ↗fund
$5.90B RAUM · 22 reps · 212-661-6990 · primarywave.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
JADIAN CAPITAL, LP reported RAUM up 26% ($2.41B -> $3.04B). IAPD ↗fund
$3.04B RAUM · 12 reps · 212-503-5900
Portfolio / reporting / TAMPCRMFinancial planning software
50
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC reported RAUM up 29% ($20.69B -> $26.70B). IAPD ↗fund
$26.70B RAUM · 41 reps · 212-720-1000 · aquarianlp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
DC GLOBAL VENTURES reported RAUM up 27% ($2.15B -> $2.73B). IAPD ↗fund
$2.73B RAUM · 13 reps · 650-382-5514 · decheng.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
NONANTUM CAPITAL PARTNERS reported RAUM up 27% ($1.41B -> $1.78B). IAPD ↗fund
$1.78B RAUM · 24 reps · 617-245-8050 · nonantumcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PARAFI CAPITAL LP reported RAUM up 30% ($1.40B -> $1.82B). IAPD ↗fund
$1.82B RAUM · 7 reps · (203) 326-1321 · parafi.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
HEARD CAPITAL LLC reported RAUM up 25% ($1.91B -> $2.40B). IAPD ↗fund
$2.40B RAUM · 5 reps · 312-786-5210 · heardcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
YAUPON CAPITAL MANAGEMENT LP reported RAUM up 29% ($3.65B -> $4.68B). IAPD ↗fund
$4.68B RAUM · 14 reps · 646-755-3825
Portfolio / reporting / TAMPCRMFinancial planning software
50
LONG PATH PARTNERS, LP reported RAUM up 30% ($1.34B -> $1.73B). IAPD ↗fund
$1.73B RAUM · 13 reps · 203-883-1967
Portfolio / reporting / TAMPCRMFinancial planning software
50
THOMIST CAPITAL MANAGEMENT, LP reported RAUM up 38% ($534.0M -> $736.2M). IAPD ↗fund
$736.2M RAUM · 10 reps · (832) 678-2412 · thomistcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
GUGGENHEIM CORPORATE FUNDING, LLC reported RAUM up 25% ($9.03B -> $11.29B). IAPD ↗fund
$11.29B RAUM · 15 reps · 212-518-9010 · guggenheiminvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
PALISTAR CAPITAL LP reported RAUM up 28% ($2.71B -> $3.47B). IAPD ↗fund
$3.47B RAUM · 13 reps · 212-583-8660
Portfolio / reporting / TAMPCRMFinancial planning software
50
BEYOND INVESTING LLC reported RAUM up 28% ($106.9M -> $136.7M). IAPD ↗institutional
$136.7M RAUM · 2 reps · 727.277.1789
Portfolio / reporting / TAMPCRMFinancial planning software
50
PLEASANT LAKE PARTNERS LLC reported RAUM up 27% ($1.61B -> $2.06B). IAPD ↗fund
$2.06B RAUM · 14 reps · 804-363-4458 · plpfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
AFLAC ASSET MANAGEMENT LLC reported RAUM up 26% ($105.81B -> $133.47B). IAPD ↗fund
$133.47B RAUM · 39 reps · 212-510-4600
Portfolio / reporting / TAMPCRMFinancial planning software
50
KINGSWOOD CAPITAL MANAGEMENT, L.P. reported RAUM up 27% ($2.95B -> $3.75B). IAPD ↗fund
$3.75B RAUM · 26 reps · 424-200-6600 · kingswood-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
HALSEYPOINT ASSET MANAGEMENT reported RAUM up 26% ($3.57B -> $4.51B). IAPD ↗fund
$4.51B RAUM · 9 reps · 424-220-6440
Portfolio / reporting / TAMPCRMFinancial planning software
50
CROSSPOINT CAPITAL PARTNERS, LP reported RAUM up 26% ($6.93B -> $8.70B). IAPD ↗fund
$8.70B RAUM · 21 reps · 650-850-1740
Portfolio / reporting / TAMPCRMFinancial planning software
50
ARCTOS PARTNERS reported RAUM up 29% ($14.11B -> $18.22B). IAPD ↗fund
$18.22B RAUM · 70 reps · 972-918-3800
Portfolio / reporting / TAMPCRMFinancial planning software
50
MADISON AVENUE SOLUTIONS, LLC reported RAUM up 25% ($1.65B -> $2.06B). IAPD ↗fund
$2.06B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
BORNITE CAPITAL MANAGEMENT LP reported RAUM up 28% ($1.13B -> $1.45B). IAPD ↗fund
$1.45B RAUM · 4 reps · 6467795266 · bornitecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
LONGRANGE CAPITAL, L.P. reported RAUM up 25% ($1.77B -> $2.22B). IAPD ↗fund
$2.22B RAUM · 17 reps · 203-423-3935 · longrangecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MWP ADVISORY, LLC reported RAUM up 30% ($1.27B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 7 reps · 646-979-4070
Portfolio / reporting / TAMPCRMFinancial planning software
50
GHISALLO CAPITAL MANAGEMENT LLC reported RAUM up 28% ($3.82B -> $4.89B). IAPD ↗fund
$4.89B RAUM · 23 reps · 617-502-5735
Portfolio / reporting / TAMPCRMFinancial planning software
50
HERCULES ADVISER LLC reported RAUM up 26% ($1.24B -> $1.56B). IAPD ↗fund
$1.56B RAUM · 2 reps · 650-289-3060 · htgc.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
MANTEIO CAPITAL LLC reported RAUM up 37% ($359.9M -> $492.7M). IAPD ↗fund
$492.7M RAUM · 24 reps · 917-736-9209
Portfolio / reporting / TAMPCRMFinancial planning software
50
ACRE MANAGER, LLC reported RAUM up 28% ($3.64B -> $4.66B). IAPD ↗fund
$4.66B RAUM · 7 reps · 212-540-5414
Portfolio / reporting / TAMPCRMFinancial planning software
50
DENALI GROWTH PARTNERS reported RAUM up 39% ($578.4M -> $802.1M). IAPD ↗fund
$802.1M RAUM · 9 reps · 617-758-8673 · denaligrowth.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
POPULAR ASSET MANAGEMENT reported RAUM up 29% ($2.88B -> $3.71B). IAPD ↗fund
$3.71B RAUM · 13 reps · 787-754-4488 · popularfunds.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
COMMUNITY US FUND MANAGEMENT, INC. reported RAUM up 38% ($557.6M -> $767.6M). IAPD ↗fund
$767.6M RAUM · 3 reps · 646-734-8057
Portfolio / reporting / TAMPCRMFinancial planning software
50
BRAEMONT CAPITAL reported RAUM up 37% ($664.6M -> $913.0M). IAPD ↗fund
$913.0M RAUM · 10 reps · 214-833-8883 · braemont.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
LUPA RIA INVESTMENT MANAGEMENT LLC reported RAUM up 29% ($1.69B -> $2.19B). IAPD ↗fund
$2.19B RAUM · 9 reps · 212-433-4751 · lupasystems.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
ARCHITECT CAPITAL CORP. reported RAUM up 36% ($510.8M -> $695.6M). IAPD ↗fund
$695.6M RAUM · 6 reps · 650-769-7630 · architect.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
A FIN MANAGEMENT LLC reported RAUM up 28% ($4.80B -> $6.16B). IAPD ↗fund
$6.16B RAUM · 20 reps · 305-280-0680 · affinitypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
CAPITAL FOUR US INC. reported RAUM up 26% ($2.09B -> $2.64B). IAPD ↗fund
$2.64B RAUM · 5 reps · 212-461-3730
Portfolio / reporting / TAMPCRMFinancial planning software
50
BLUE OPAL CAPITAL, LLC reported RAUM up 37% ($321.9M -> $441.7M). IAPD ↗fund
$441.7M RAUM · 3 reps · (917) 576-1825 · blueopalcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
HOOK MILL CAPITAL PARTNERS, LP reported RAUM up 26% ($2.15B -> $2.70B). IAPD ↗fund
$2.70B RAUM · 2 reps · 212-804-9980 · hookmillcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
VALSPRING CAPITAL reported RAUM up 38% ($244.5M -> $336.9M). IAPD ↗fund
$336.9M RAUM · 5 reps · 617-314-1177 · valspring.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
HIVEMIND CAPITAL PARTNERS LLC reported RAUM up 37% ($341.0M -> $468.2M). IAPD ↗fund
$468.2M RAUM · 5 reps · 917-692-9525 · hivemindcapital.co
Portfolio / reporting / TAMPCRMFinancial planning software
50
LONE VIEW CAPITAL reported RAUM up 26% ($1.27B -> $1.59B). IAPD ↗fund
$1.59B RAUM · 19 reps · 310-424-4660
Portfolio / reporting / TAMPCRMFinancial planning software
50
DEXTRA PARTNERS reported RAUM up 28% ($4.07B -> $5.19B). IAPD ↗fund
$5.19B RAUM · 18 reps · 212-300-9820
Portfolio / reporting / TAMPCRMFinancial planning software
50
GROVE MOUNTAIN PARTNERS, LLC reported RAUM up 37% ($224.4M -> $307.7M). IAPD ↗fund
$307.7M RAUM · 7 reps · 678-655-6794 · grovemountainpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
26NORTH reported RAUM up 25% ($26.06B -> $32.68B). IAPD ↗fund
$32.68B RAUM · 83 reps · 212-257-5220 · 26n.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
VIZCAYA CAPITAL PARTNERS LLC reported RAUM up 51% ($114.2M -> $172.5M). IAPD ↗fund
$172.5M RAUM · 2 reps · 305-602-5725
Portfolio / reporting / TAMPCRMFinancial planning software
50
PHOENIX MERCHANT PARTNERS, LP reported RAUM up 28% ($1.61B -> $2.06B). IAPD ↗fund
$2.06B RAUM · 12 reps · (212) 804-9990
Portfolio / reporting / TAMPCRMFinancial planning software
50
YELLOWSTONE CAPITAL PARTNERS reported RAUM up 40% ($206.7M -> $288.6M). IAPD ↗fund
$288.6M RAUM · 2 reps · +573175102771 · yellowstonecp.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
DELTA GLOBAL reported RAUM up 26% ($2.38B -> $2.99B). IAPD ↗fund
$2.99B RAUM · 9 reps · 212-680-4581 · delta.global
Portfolio / reporting / TAMPCRMFinancial planning software
50
TIFF INVESTMENT MANAGEMENT reported RAUM up 29% ($6.67B -> $8.62B). IAPD ↗fund
$8.62B RAUM · 17 reps · 610 684 8200
Portfolio / reporting / TAMPCRMFinancial planning software
50
BANCREEK CAPITAL ADVISORS, LLC reported RAUM up 28% ($146.5M -> $187.1M). IAPD ↗institutional
$187.1M RAUM · 2 reps · 424-252-4813 · bancreek.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. reported RAUM up 29% ($4.01B -> $5.17B). IAPD ↗fund
$5.17B RAUM · 7 reps · 212 224-9400
Portfolio / reporting / TAMPCRMFinancial planning software
50
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC reported RAUM up 29% ($4.59B -> $5.89B). IAPD ↗fund
$5.89B RAUM · 122 reps · 833-259-7511
Portfolio / reporting / TAMPCRMFinancial planning software
50
TRITON PACIFIC HEALTHCARE PARTNERS, LLC reported RAUM up 38% ($275.8M -> $379.6M). IAPD ↗fund
$379.6M RAUM · 5 reps · 949-300-0999
Portfolio / reporting / TAMPCRMFinancial planning software
50
VERCAP MANAGEMENT LLC reported RAUM up 30% ($1.22B -> $1.58B). IAPD ↗fund
$1.58B RAUM · 5 reps · 469-564-4800 · vercapmgmt.com
Portfolio / reporting / TAMPCRMFinancial planning software
50
OLD BARN CAPITAL LLC reported RAUM up 30% ($105.3M -> $136.6M). IAPD ↗institutional
$136.6M RAUM · 1 reps · 717-329-7970 · oldbarncap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
MISSION VALUE PARTNERS, LLC reported RAUM up 31% ($231.3M -> $303.2M). IAPD ↗fund
$303.2M RAUM · 3 reps · 707-750-3337
Portfolio / reporting / TAMPCRMFinancial planning software
49
SCOGGIN MANAGEMENT LP reported RAUM up 33% ($350.1M -> $463.9M). IAPD ↗fund
$463.9M RAUM · 10 reps · 212-355-5600
Portfolio / reporting / TAMPCRMFinancial planning software
49
DARWIN VENTURES, LLC reported RAUM up 31% ($693.5M -> $908.0M). IAPD ↗fund
$908.0M RAUM · 3 reps · 415-362-0648 · darwinvc.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BOW STREET LLC reported RAUM up 31% ($673.0M -> $884.7M). IAPD ↗fund
$884.7M RAUM · 6 reps · 212-554-5700 · bowstreetllc.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
GLOBAL FRONTIER INVESTMENTS, LLC reported RAUM up 32% ($516.4M -> $682.0M). IAPD ↗fund
$682.0M RAUM · 2 reps · 415 402-0285
Portfolio / reporting / TAMPCRMFinancial planning software
49
STERLING FUND MANAGEMENT, LLC reported RAUM up 31% ($351.9M -> $461.6M). IAPD ↗fund
$461.6M RAUM · 11 reps · 312-465-7000
Portfolio / reporting / TAMPCRMFinancial planning software
49
PLUS CAPITAL reported RAUM up 33% ($221.2M -> $294.2M). IAPD ↗fund
$294.2M RAUM · 5 reps · 310-577-6700 · pluscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
UNION PARK CAPITAL MANAGEMENT, L.P. reported RAUM up 31% ($711.3M -> $928.5M). IAPD ↗fund
$928.5M RAUM · 9 reps · 857-254-1751 · union-park.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
ALIGHT CAPITAL MANAGEMENT LP reported RAUM up 35% ($559.0M -> $754.4M). IAPD ↗fund
$754.4M RAUM · 4 reps · 212-716-1316 · alightcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
10TALENTS INVESTORS, LLC reported RAUM up 32% ($268.2M -> $353.0M). IAPD ↗fund
$353.0M RAUM · 2 reps · (508) 549-5799 · 10talentsinvestors.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
PENDER CAPITAL MANAGEMENT, LLC reported RAUM up 31% ($505.8M -> $661.4M). IAPD ↗fund
$661.4M RAUM · 13 reps · 214-988-9914
Portfolio / reporting / TAMPCRMFinancial planning software
49
BREACH INLET CAPITAL MANAGEMENT, LLC reported RAUM up 48% ($153.6M -> $227.7M). IAPD ↗fund
$227.7M RAUM · 3 reps · 516-680-9012 · breachinletcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
SECOND ALPHA PARTNERS reported RAUM up 31% ($334.9M -> $438.4M). IAPD ↗fund
$438.4M RAUM · 5 reps · 212-446-1600 · secondalpha.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP reported RAUM up 31% ($326.6M -> $428.4M). IAPD ↗fund
$428.4M RAUM · 6 reps · 212-603-9860 · cp-im.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
HC2 CAPITAL, LLC reported RAUM up 31% ($192.8M -> $251.6M). IAPD ↗fund
$251.6M RAUM · 4 reps · 214-217-7808 · hc2capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BLUESHIFT ASSET MANAGEMENT reported RAUM up 31% ($529.0M -> $694.4M). IAPD ↗fund
$694.4M RAUM · 10 reps · 732-450-8401
Portfolio / reporting / TAMPCRMFinancial planning software
49
POETIC GROUP LLC reported RAUM up 33% ($604.5M -> $802.5M). IAPD ↗fund
$802.5M RAUM · 4 reps · 646-793-4551 · poethillcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
SANDGLASS CAPITAL ADVISORS LLC reported RAUM up 31% ($669.4M -> $873.7M). IAPD ↗fund
$873.7M RAUM · 16 reps · 646-780-1102 · sandglasscapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
MAVEN EQUITY PARTNERS, LLC reported RAUM up 32% ($190.0M -> $250.3M). IAPD ↗fund
$250.3M RAUM · 3 reps · 415-203-8494 · mavenequitypartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
SHARPVUE CAPITAL, LLC reported RAUM up 31% ($355.7M -> $465.2M). IAPD ↗fund
$465.2M RAUM · 8 reps · 984-246-2040
Portfolio / reporting / TAMPCRMFinancial planning software
49
TELEO CAPITAL MANAGEMENT LLC reported RAUM up 32% ($679.7M -> $894.1M). IAPD ↗fund
$894.1M RAUM · 15 reps · 424-323-3992 · teleocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BRAESWOOD CARBON MANAGEMENT, LLC reported RAUM up 34% ($288.0M -> $387.3M). IAPD ↗fund
$387.3M RAUM · 3 reps · 415-325-2523 · braeswoodcarbon.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
GFO ASSET MANAGEMENT, LLC reported RAUM up 33% ($643.1M -> $856.1M). IAPD ↗fund
$856.1M RAUM · 1 reps · (203) 550-4233
Portfolio / reporting / TAMPCRMFinancial planning software
49
TRIATOMIC CAPITAL reported RAUM up 31% ($265.1M -> $346.3M). IAPD ↗fund
$346.3M RAUM · 6 reps · 646-225-5995
Portfolio / reporting / TAMPCRMFinancial planning software
49
ATLA CAPITAL MANAGEMENT LLC reported RAUM up 46% ($41.7M -> $60.8M). IAPD ↗fund
$60.8M RAUM · 2 reps · 332-203-2580 · atlacap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
BROADLIGHT CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($217.8M -> $287.5M). IAPD ↗fund
$287.5M RAUM · 4 reps · 203 496 5400 · broadlightcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
INTERALPEN PARTNERS, LLC reported RAUM up 32% ($208.0M -> $273.7M). IAPD ↗fund
$273.7M RAUM · 7 reps · 402-933-1223 · interalpenpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
ARVIN CAPITAL MANAGEMENT LP reported RAUM up 33% ($718.8M -> $953.4M). IAPD ↗fund
$953.4M RAUM · 5 reps · 212-548-3950 · arvincap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
POLPO CAPITAL MANAGEMENT LLC reported RAUM up 31% ($229.3M -> $299.5M). IAPD ↗fund
$299.5M RAUM · 2 reps · 646-891-5073 · polpocapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
LITFUND reported RAUM up 35% ($214.8M -> $289.7M). IAPD ↗fund
$289.7M RAUM · 3 reps · (415) 720-2613 · lit-fund.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
INVIDIA CAPITAL MANAGEMENT, L.P. reported RAUM up 47% ($102.4M -> $150.4M). IAPD ↗fund
$150.4M RAUM · 10 reps · 212-970-6430 · invidiacap.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
CENTURY PARK CAPITAL PARTNERS reported RAUM up 34% ($261.9M -> $352.2M). IAPD ↗fund
$352.2M RAUM · 8 reps · 310-867-2210 · centuryparkcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
49
TAPROOT MANAGEMENT LP reported RAUM up 32% ($710.3M -> $940.1M). IAPD ↗fund
$940.1M RAUM · 15 reps · (646) 846-4427 · taprootmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
MENDON CAPITAL ADVISORS CORP reported RAUM up 27% ($199.4M -> $253.8M). IAPD ↗fund
$253.8M RAUM · 4 reps · 585-770-1770 · mendoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
BALCH HILL CAPITAL reported RAUM up 25% ($321.2M -> $402.1M). IAPD ↗fund
$402.1M RAUM · 1 reps · 415-474-7055
Portfolio / reporting / TAMPCRMFinancial planning software
48
TRUFFLE HOUND CAPITAL, LLC reported RAUM up 26% ($541.5M -> $680.0M). IAPD ↗fund
$680.0M RAUM · 7 reps · 301-789-2498 · trufflehound.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
NOKOMIS CAPITAL, L.L.C. reported RAUM up 29% ($621.2M -> $804.2M). IAPD ↗fund
$804.2M RAUM · 3 reps · 972.590.4100
Portfolio / reporting / TAMPCRMFinancial planning software
48
PANORAMIC CAPITAL, LLC reported RAUM up 26% ($237.5M -> $299.6M). IAPD ↗fund
$299.6M RAUM · 3 reps · 415-925-9033 · panollc.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
FINE CAPITAL PARTNERS, L.P. reported RAUM up 27% ($776.7M -> $986.0M). IAPD ↗fund
$986.0M RAUM · 3 reps · 212-492-8200
Portfolio / reporting / TAMPCRMFinancial planning software
48
GEOSPHERE CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($201.9M -> $258.4M). IAPD ↗fund
$258.4M RAUM · 3 reps · 212-616-1100 · geospherecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
J.H. WHITNEY CAPITAL PARTNERS, LLC reported RAUM up 28% ($671.9M -> $859.3M). IAPD ↗fund
$859.3M RAUM · 3 reps · 203-716-6100 · whitney.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
JGB CAPITAL MANAGEMENT L.P. reported RAUM up 28% ($330.0M -> $421.0M). IAPD ↗fund
$421.0M RAUM · 8 reps · 212-355-5771 · jgbcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
BAYARD ASSET MANAGEMENT LLC reported RAUM up 27% ($313.8M -> $397.3M). IAPD ↗fund
$397.3M RAUM · 2 reps · 609-580-1457 · bayardasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
NEW WATER CAPITAL, L.P. reported RAUM up 27% ($356.6M -> $454.4M). IAPD ↗fund
$454.4M RAUM · 12 reps · (561) 235-7310 · newwatercap.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
WATEREQUITY LLC reported RAUM up 29% ($348.5M -> $450.2M). IAPD ↗fund
$450.2M RAUM · 27 reps · 816-800-8100 · waterequity.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
RECURRING CAPITAL MANAGEMENT COMPANY, LLC reported RAUM up 29% ($193.6M -> $250.4M). IAPD ↗fund
$250.4M RAUM · 6 reps · 512-766-0676 · recurring.capital
Portfolio / reporting / TAMPCRMFinancial planning software
48
LAKE WHILLANS CAPITAL PARTNERS LLC reported RAUM up 27% ($246.1M -> $311.9M). IAPD ↗fund
$311.9M RAUM · 4 reps · (646) 389-1032 · lakewhillans.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
LONG ARC CAPITAL LP reported RAUM up 27% ($693.8M -> $881.3M). IAPD ↗fund
$881.3M RAUM · 5 reps · 212-430-2250
Portfolio / reporting / TAMPCRMFinancial planning software
48
DURATIONAL CAPITAL MANAGEMENT LP reported RAUM up 30% ($340.1M -> $442.0M). IAPD ↗fund
$442.0M RAUM · 5 reps · 212-390-9161
Portfolio / reporting / TAMPCRMFinancial planning software
48
SBJ CAPITAL reported RAUM up 27% ($590.9M -> $749.4M). IAPD ↗fund
$749.4M RAUM · 14 reps · 415-848-1990
Portfolio / reporting / TAMPCRMFinancial planning software
48
RESOLUTE CAPITAL ASSET PARTNERS LLC reported RAUM up 29% ($296.2M -> $380.9M). IAPD ↗fund
$380.9M RAUM · 5 reps · 303-209-4114
Portfolio / reporting / TAMPCRMFinancial planning software
48
XEBEC ASSET MANAGEMENT, LLC reported RAUM up 28% ($379.0M -> $484.5M). IAPD ↗fund
$484.5M RAUM · 18 reps · (469) 687-3184 · xebeclogisticstrust.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
KEYFRAME CAPITAL PARTNERS, L.P. reported RAUM up 27% ($772.4M -> $977.3M). IAPD ↗fund
$977.3M RAUM · 8 reps · 212.380.5800
Portfolio / reporting / TAMPCRMFinancial planning software
48
UMB PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 44% ($47.5M -> $68.4M). IAPD ↗fund
$68.4M RAUM · 1 reps · 816-860-7000
Portfolio / reporting / TAMPCRMFinancial planning software
48
INTEGRITY GROWTH PARTNERS, L.P. reported RAUM up 27% ($688.3M -> $872.6M). IAPD ↗fund
$872.6M RAUM · 8 reps · 3106895190
Portfolio / reporting / TAMPCRMFinancial planning software
48
KANBRICK LLC reported RAUM up 29% ($280.1M -> $362.2M). IAPD ↗fund
$362.2M RAUM · 6 reps · 872-225-2249
Portfolio / reporting / TAMPCRMFinancial planning software
48
TRINITY FUND ADVISORS LLC reported RAUM up 29% ($723.1M -> $930.0M). IAPD ↗fund
$930.0M RAUM · 25 reps · 305-800-1115
Portfolio / reporting / TAMPCRMFinancial planning software
48
METAVASI CAPITAL LP reported RAUM up 30% ($324.6M -> $420.6M). IAPD ↗fund
$420.6M RAUM · 5 reps · 914-745-6600
Portfolio / reporting / TAMPCRMFinancial planning software
48
POWER INNOVATION PARTNERS, L.P. reported RAUM up 26% ($228.8M -> $288.7M). IAPD ↗fund
$288.7M RAUM · 4 reps · 307-421-6700 · powerinnovationpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
BLUEPRINT LOCAL LLC reported RAUM up 29% ($196.9M -> $253.3M). IAPD ↗fund
$253.3M RAUM · 2 reps · 404-281-1254
Portfolio / reporting / TAMPCRMFinancial planning software
48
CROSS RAPIDS CAPITAL LP reported RAUM up 29% ($260.6M -> $335.8M). IAPD ↗fund
$335.8M RAUM · 6 reps · 212-301-7700
Portfolio / reporting / TAMPCRMFinancial planning software
48
VELOCIS MANAGEMENT, LLC reported RAUM up 27% ($273.0M -> $346.4M). IAPD ↗fund
$346.4M RAUM · 20 reps · 214-702-0220
Portfolio / reporting / TAMPCRMFinancial planning software
48
GREENBROOK MANAGEMENT, LLC reported RAUM up 42% ($76.2M -> $108.5M). IAPD ↗fund
$108.5M RAUM · 3 reps · (347) 696-4385 · greenbrookre.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
HEIGHTS POINT MANAGEMENT, LP reported RAUM up 44% ($94.0M -> $135.2M). IAPD ↗fund
$135.2M RAUM · 3 reps · 585-738-9342
Portfolio / reporting / TAMPCRMFinancial planning software
48
THURSTON ADVISORS reported RAUM up 30% ($371.2M -> $480.9M). IAPD ↗fund
$480.9M RAUM · 8 reps · 312-255-0077 · thurstongroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
STILLPOINT INVESTMENTS LP reported RAUM up 44% ($118.1M -> $169.8M). IAPD ↗fund
$169.8M RAUM · 5 reps · 332-373-0588
Portfolio / reporting / TAMPCRMFinancial planning software
48
SATOR GROVE MANAGEMENT COMPANY, LLC reported RAUM up 29% ($700.5M -> $903.9M). IAPD ↗fund
$903.9M RAUM · 3 reps · 574-329-3054
Portfolio / reporting / TAMPCRMFinancial planning software
48
LNC PARTNERS reported RAUM up 28% ($642.4M -> $820.3M). IAPD ↗fund
$820.3M RAUM · 16 reps · (703) 651-2150 · lnc-partners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
ROOM40 CAPITAL LLC reported RAUM up 25% ($209.0M -> $261.7M). IAPD ↗fund
$261.7M RAUM · 7 reps · 646-690-2810
Portfolio / reporting / TAMPCRMFinancial planning software
48
UNITY PARTNERS reported RAUM up 26% ($291.5M -> $367.0M). IAPD ↗fund
$367.0M RAUM · 14 reps · 314-210-9702 · unitypartnerslp.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
BLUESTONE EQUITY PARTNERS reported RAUM up 26% ($347.8M -> $439.9M). IAPD ↗fund
$439.9M RAUM · 6 reps · 212-729-5077
Portfolio / reporting / TAMPCRMFinancial planning software
48
BRACCO ASSET MANAGEMENT reported RAUM up 26% ($355.2M -> $446.0M). IAPD ↗fund
$446.0M RAUM · 5 reps · (646) 989-4040
Portfolio / reporting / TAMPCRMFinancial planning software
48
PARE PARTNERS II LLC reported RAUM up 41% ($148.8M -> $210.0M). IAPD ↗fund
$210.0M RAUM · 3 reps · 786-866-8010
Portfolio / reporting / TAMPCRMFinancial planning software
48
CHARTER OAK ADVISORS LP reported RAUM up 28% ($315.0M -> $403.9M). IAPD ↗fund
$403.9M RAUM · 4 reps · 212-404-2500 · charteroakadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
O15 CAPITAL PARTNERS, LLC reported RAUM up 28% ($242.3M -> $310.3M). IAPD ↗fund
$310.3M RAUM · 8 reps · 404-333-8579 · o15.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
BAYHAWK CAPITAL LP reported RAUM up 28% ($570.5M -> $730.8M). IAPD ↗fund
$730.8M RAUM · 7 reps · 202-494-2362
Portfolio / reporting / TAMPCRMFinancial planning software
48
SRT GROUP LLC reported RAUM up 42% ($144.7M -> $205.6M). IAPD ↗fund
$205.6M RAUM · 9 reps · 561-510-1919
Portfolio / reporting / TAMPCRMFinancial planning software
48
COGENUITY PARTNERS, LLC reported RAUM up 25% ($553.8M -> $693.8M). IAPD ↗fund
$693.8M RAUM · 14 reps · 628-204-6610 · cogenuity.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
NINE LEFT CAPITAL LP reported RAUM up 40% ($125.8M -> $176.1M). IAPD ↗fund
$176.1M RAUM · 3 reps · 212-202-3010 · nineleftcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
WAYPOINT CAPITAL PARTNERS, LLC reported RAUM up 28% ($242.9M -> $310.6M). IAPD ↗fund
$310.6M RAUM · 7 reps · 203-548-9424 · waypointcapitalpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
ENCORE GLOBAL MANAGEMENT LP reported RAUM up 42% ($112.5M -> $160.2M). IAPD ↗fund
$160.2M RAUM · 2 reps · (713) 933-3838 · encoregm.com
Portfolio / reporting / TAMPCRMFinancial planning software
48
GRACEADA PARTNERS reported RAUM up 29% ($212.7M -> $273.5M). IAPD ↗fund
$273.5M RAUM · 8 reps · 209-526-2240 · graceadapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
SUMMER STREET CAPITAL PARTNERS, LLC reported RAUM up 39% ($96.4M -> $134.1M). IAPD ↗fund
$134.1M RAUM · 5 reps · 716-566-2900 · summerstreetcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
47
GILEAD CAPITAL LP reported RAUM up 38% ($28.4M -> $39.1M). IAPD ↗fund
$39.1M RAUM · 3 reps · 646-693-6372
Portfolio / reporting / TAMPCRMFinancial planning software
47
PLEXO CAPITAL MANAGEMENT, LLC reported RAUM up 39% ($161.7M -> $224.9M). IAPD ↗fund
$224.9M RAUM · 2 reps · 510-838-0825
Portfolio / reporting / TAMPCRMFinancial planning software
47
TRIDENT MANAGEMENT LLC reported RAUM up 36% ($150.4M -> $205.1M). IAPD ↗fund
$205.1M RAUM · 8 reps · 917-781-4811 · trident.co
Portfolio / reporting / TAMPCRMFinancial planning software
47
DARDANELLES CAPITAL LP reported RAUM up 38% ($83.0M -> $114.2M). IAPD ↗fund
$114.2M RAUM · 3 reps · (617) 921-0618
Portfolio / reporting / TAMPCRMFinancial planning software
47
TRYPERION MANAGER LLC reported RAUM up 36% ($120.5M -> $163.4M). IAPD ↗fund
$163.4M RAUM · 10 reps · (310) 625-6392
Portfolio / reporting / TAMPCRMFinancial planning software
47
DV CAPITAL ADVISORS, LLC reported RAUM up 36% ($149.7M -> $203.4M). IAPD ↗fund
$203.4M RAUM · 7 reps · 312-663-7111
Portfolio / reporting / TAMPCRMFinancial planning software
46
EMERGENT CAPITAL ADVISORS, LLC reported RAUM up 35% ($92.1M -> $124.1M). IAPD ↗fund
$124.1M RAUM · 4 reps · (713) 965-0371 · ecagp.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
PGP ADVISORS, LLC reported RAUM up 34% ($166.3M -> $222.8M). IAPD ↗fund
$222.8M RAUM · 6 reps · 208-928-7922 · peninsulapacific.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC reported RAUM up 34% ($105.2M -> $141.5M). IAPD ↗fund
$141.5M RAUM · 2 reps · 415-407-2700
Portfolio / reporting / TAMPCRMFinancial planning software
46
SAF ADVISORS LLC reported RAUM up 35% ($178.4M -> $240.1M). IAPD ↗fund
$240.1M RAUM · 2 reps · 212-202-2800 · subscribeplatform.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
ALLY BRIDGE GROUP (NY) LLC reported RAUM up 30% ($167.9M -> $218.9M). IAPD ↗fund
$218.9M RAUM · 4 reps · 646-829-9373
Portfolio / reporting / TAMPCRMFinancial planning software
46
HIGHBURY PARK LLC reported RAUM up 34% ($131.4M -> $176.4M). IAPD ↗fund
$176.4M RAUM · 1 reps · 401-651-1059
Portfolio / reporting / TAMPCRMFinancial planning software
46
BLUE WATER LIFE SCIENCE ADVISORS, LP reported RAUM up 34% ($144.2M -> $192.6M). IAPD ↗fund
$192.6M RAUM · 2 reps · 415-573-1123 · bluewaterlifescienceadvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
BD INVESTMENT PARTNERS, LLC reported RAUM up 32% ($169.5M -> $224.6M). IAPD ↗fund
$224.6M RAUM · 9 reps · 919-609-7395 · bdipartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
HOPLON ASSET MANAGEMENT, L.P. reported RAUM up 35% ($126.3M -> $170.1M). IAPD ↗fund
$170.1M RAUM · 3 reps · 203-340-2133 · hoploncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
XPV MANAGEMENT LLC reported RAUM up 35% ($144.4M -> $194.3M). IAPD ↗fund
$194.3M RAUM · 14 reps · 626-616-2017
Portfolio / reporting / TAMPCRMFinancial planning software
46
ARGOSY-LIONBRIDGE MANAGEMENT, LLC reported RAUM up 33% ($142.4M -> $189.1M). IAPD ↗fund
$189.1M RAUM · 6 reps · (646) 536-7422 · argosylbm.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
ARAVALLI CAPITAL MANAGEMENT LP reported RAUM up 33% ($143.4M -> $191.4M). IAPD ↗fund
$191.4M RAUM · 4 reps · 212-680-4950 · aravallicap.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
AMPERSAND CAPITAL GROUP, L.P. reported RAUM up 33% ($176.7M -> $235.1M). IAPD ↗fund
$235.1M RAUM · 1 reps · 650-292-1700
Portfolio / reporting / TAMPCRMFinancial planning software
46
RIPPLE EFFECT ASSET MANAGEMENT LP reported RAUM up 33% ($164.0M -> $218.4M). IAPD ↗fund
$218.4M RAUM · 4 reps · 917-319-8088 · rippleeffectasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
HLV VENTURES reported RAUM up 32% ($56.8M -> $74.8M). IAPD ↗fund
$74.8M RAUM · 12 reps · 631-780-3286 · hlvventures.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
LEON CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($184.6M -> $244.7M). IAPD ↗fund
$244.7M RAUM · 14 reps · 214-269-7400 · leoncapitalmanagement.com
Portfolio / reporting / TAMPCRMFinancial planning software
46
MARQUEE CAPITAL ADVISORS reported RAUM up 30% ($125.0M -> $162.7M). IAPD ↗fund
$162.7M RAUM · 11 reps · (773) 404-2827 · marqueecapitaladvisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
ANALYST PORTFOLIO MANAGEMENT LTD. reported RAUM up 79% ($1.50B -> $2.69B). IAPD ↗foreign
$2.69B RAUM · 21 reps · 972-3-7147147 · analyst.co.il
Portfolio / reporting / TAMPCRMFinancial planning software
45
RATHBONES reported RAUM up 102% ($67.01B -> $135.09B). IAPD ↗foreign
$135.09B RAUM · 725 reps · +44-151 236 6666 · rathbones.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
W1M WEALTH MANAGEMENT LIMITED reported RAUM up 1146% ($1.99B -> $24.85B). IAPD ↗foreign
$24.85B RAUM · 99 reps · +4402046172000
Portfolio / reporting / TAMPCRMFinancial planning software
45
ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED reported RAUM up 201% ($10.24B -> $30.79B). IAPD ↗foreign
$30.79B RAUM · 29 reps · +44-204-551-7564 · allspringglobal.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
FULCRUM ASSET MANAGEMENT LLP reported RAUM up 138% ($29.05B -> $69.09B). IAPD ↗foreign
$69.09B RAUM · 39 reps · 44-20-7016-6450 · fulcrumasset.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
DWS INVESTMENTS HONG KONG LIMITED reported RAUM up 112% ($2.41B -> $5.10B). IAPD ↗foreign
$5.10B RAUM · 17 reps · 852-2203-8888 · etf.dws.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
T.ROWE PRICE HONG KONG LIMITED reported RAUM up 94% ($21.82B -> $42.34B). IAPD ↗foreign
$42.34B RAUM · 59 reps · 852-2536-7800
Portfolio / reporting / TAMPCRMFinancial planning software
45
PANTHEON reported RAUM up 213% ($1.48B -> $4.62B). IAPD ↗foreign
$4.62B RAUM · 78 reps · 44-203356-1800 · pantheon.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
CARRHAE CAPITAL reported RAUM up 85% ($3.30B -> $6.09B). IAPD ↗foreign
$6.09B RAUM · 17 reps · +44 203 205 4850 · carrhaecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED reported RAUM up 88% ($12.75B -> $23.90B). IAPD ↗foreign
$23.90B RAUM · 23 reps · 852-3406-8688
Portfolio / reporting / TAMPCRMFinancial planning software
45
MAPLE ROCK CAPITAL PARTNERS INC. reported RAUM up 82% ($3.49B -> $6.34B). IAPD ↗foreign
$6.34B RAUM · 10 reps · (416) 619-0705 · maplerockpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
AXIOM ALTERNATIVE INVESTMENTS reported RAUM up 114% ($2.21B -> $4.73B). IAPD ↗foreign
$4.73B RAUM · 6 reps · +330144694390 · axiom-ai.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
CATALYST CAPITAL ADVISERS LLC reported RAUM up 29% ($176.5M -> $228.1M). IAPD ↗fund
$228.1M RAUM · 2 reps · 469-249-1000
Portfolio / reporting / TAMPCRMFinancial planning software
45
NORTHWALL CAPITAL LLP reported RAUM up 83% ($1.64B -> $2.99B). IAPD ↗foreign
$2.99B RAUM · 15 reps · 44 203 848 5335 · northwallcap.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
GAOTENG GLOBAL ASSET MANAGEMENT LIMITED reported RAUM up 109% ($6.39B -> $13.35B). IAPD ↗foreign
$13.35B RAUM · 11 reps · +852 3892 8900
Portfolio / reporting / TAMPCRMFinancial planning software
45
REB CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($179.3M -> $224.5M). IAPD ↗fund
$224.5M RAUM · 2 reps · 214-572-8922 · rebcm.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
ALIGN PRIVATE CAPITAL reported RAUM up 28% ($176.8M -> $226.2M). IAPD ↗fund
$226.2M RAUM · 5 reps · 917-365-9073 · alignprivatecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
WORTHINGTON CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($32.7M -> $41.2M). IAPD ↗fund
$41.2M RAUM · 3 reps · 901-701-8370
Portfolio / reporting / TAMPCRMFinancial planning software
45
LIGHTVIEW CAPITAL, LLC reported RAUM up 25% ($125.8M -> $157.6M). IAPD ↗fund
$157.6M RAUM · 12 reps · 561-858-1500 · lightviewcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
CATALYST INTERNATIONAL ADVISORS LLC reported RAUM up 30% ($44.7M -> $58.0M). IAPD ↗fund
$58.0M RAUM · 8 reps · 6467578387 · catalystucits.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
CLAIRMONT CAPITAL GROUP, LLC reported RAUM up 26% ($126.9M -> $160.3M). IAPD ↗fund
$160.3M RAUM · 3 reps · 310-560-4183 · clairmontcapitalgroup.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
ACTUSRAYPARTNERS LIMITED reported RAUM up 99% ($1.17B -> $2.34B). IAPD ↗foreign
$2.34B RAUM · 19 reps · 852 3698 9298
Portfolio / reporting / TAMPCRMFinancial planning software
45
MAN INVESTMENTS AUSTRALIA LIMITED reported RAUM up 229% ($1.25B -> $4.13B). IAPD ↗foreign
$4.13B RAUM · 3 reps · +61 2 8259 9975 · man.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
SZOP MULTISTRAT MANAGEMENT LLC reported RAUM up 27% ($44.1M -> $55.9M). IAPD ↗fund
$55.9M RAUM · 4 reps · 646-975-5548
Portfolio / reporting / TAMPCRMFinancial planning software
45
SOLIDARITY CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($99.4M -> $127.6M). IAPD ↗fund
$127.6M RAUM · 3 reps · 385-374-1665
Portfolio / reporting / TAMPCRMFinancial planning software
45
SUNSTONE ADVISORS, LLC reported RAUM up 29% ($95.6M -> $122.8M). IAPD ↗fund
$122.8M RAUM · 9 reps · 949-771-1764 · sunstoneadvisor.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
BRIGHT PATH SPORTS PARTNERS, LLC reported RAUM up 29% ($151.6M -> $194.8M). IAPD ↗fund
$194.8M RAUM · 4 reps · 216-235-3292 · brightpathsports.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
OBION CAPITAL MANAGEMENT LP reported RAUM up 28% ($100.9M -> $129.0M). IAPD ↗fund
$129.0M RAUM · 2 reps · 305-317-5100 · obioncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
45
ARINI CAPITAL MANAGEMENT LIMITED reported RAUM up 101% ($17.66B -> $35.53B). IAPD ↗foreign
$35.53B RAUM · 55 reps · +44 203 003 5733
Portfolio / reporting / TAMPCRMFinancial planning software
44
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD reported RAUM up 73% ($49.40B -> $85.59B). IAPD ↗foreign
$85.59B RAUM · 56 reps · 604-685-2020
Portfolio / reporting / TAMPCRMFinancial planning software
44
FMR INVESTMENT MANAGEMENT (UK) LIMITED reported RAUM up 71% ($15.11B -> $25.82B). IAPD ↗foreign
$25.82B RAUM · 79 reps · 44(0)2071843500
Portfolio / reporting / TAMPCRMFinancial planning software
44
HILLSDALE INVESTMENT MANAGEMENT INC. reported RAUM up 74% ($4.46B -> $7.77B). IAPD ↗foreign
$7.77B RAUM · 35 reps · 416-913-3900
Portfolio / reporting / TAMPCRMFinancial planning software
44
NOVACAP MANAGEMENT US INC. reported RAUM up 71% ($6.79B -> $11.61B). IAPD ↗foreign
$11.61B RAUM · 13 reps · 1-450-651-5000 · novacapcorp.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
INVESCO ASSET MANAGEMENT LTD. reported RAUM up 68% ($111.41B -> $187.60B). IAPD ↗foreign
$187.60B RAUM · 228 reps · +441491417000 · invesco.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
GF INTERNATIONAL reported RAUM up 69% ($1.41B -> $2.39B). IAPD ↗foreign
$2.39B RAUM · 10 reps · 852 3695 2808 · gffunds.com.hk
Portfolio / reporting / TAMPCRMFinancial planning software
43
TANGENCY CAPITAL INVESTMENT ADVISORY LTD. reported RAUM up 68% ($2.06B -> $3.45B). IAPD ↗foreign
$3.45B RAUM · 2 reps · 4412958478
Portfolio / reporting / TAMPCRMFinancial planning software
43
LINGOTTO INVESTMENT MANAGEMENT LLP reported RAUM up 69% ($7.50B -> $12.71B). IAPD ↗foreign
$12.71B RAUM · 14 reps · +44(0) 2039579252 · lingotto.com
Portfolio / reporting / TAMPCRMFinancial planning software
43
PROTIUM CAPITAL LIMITED reported RAUM up 103% ($210.0M -> $427.0M). IAPD ↗foreign
$427.0M RAUM · 6 reps · 852 2168 0790
Portfolio / reporting / TAMPCRMFinancial planning software
42
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED reported RAUM up 64% ($4.79B -> $7.87B). IAPD ↗foreign
$7.87B RAUM · 21 reps · 852-3555-5888
Portfolio / reporting / TAMPCRMFinancial planning software
42
NEUBERGER BERMAN ASIA LIMITED reported RAUM up 60% ($6.87B -> $11.01B). IAPD ↗foreign
$11.01B RAUM · 19 reps · 852 3664 8800
Portfolio / reporting / TAMPCRMFinancial planning software
42
GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED reported RAUM up 64% ($12.94B -> $21.19B). IAPD ↗foreign
$21.19B RAUM · 53 reps · 852 2978 1000
Portfolio / reporting / TAMPCRMFinancial planning software
42
JEFFERIES CREDIT PARTNERS EUROPE LIMITED reported RAUM up 73% ($199.6M -> $345.9M). IAPD ↗foreign
$345.9M RAUM · 11 reps · +44 20 7029 8223
Portfolio / reporting / TAMPCRMFinancial planning software
41
POLUNIN CAPITAL PARTNERS LIMITED reported RAUM up 56% ($5.09B -> $7.96B). IAPD ↗foreign
$7.96B RAUM · 6 reps · 442078248800 · polunin.co.uk
Portfolio / reporting / TAMPCRMFinancial planning software
41
OCEANIC INVESTMENT MANAGEMENT LIMITED reported RAUM up 67% ($198.7M -> $331.5M). IAPD ↗foreign
$331.5M RAUM · 5 reps · +44 1624 663616 · oceanicim.com
Portfolio / reporting / TAMPCRMFinancial planning software
41
GLG PARTNERS LP reported RAUM up 56% ($41.27B -> $64.51B). IAPD ↗foreign
$64.51B RAUM · 73 reps · +44 20 7144 1000 · man.com
Portfolio / reporting / TAMPCRMFinancial planning software
41
NOVACAP MANAGEMENT INC. reported RAUM up 57% ($8.37B -> $13.17B). IAPD ↗foreign
$13.17B RAUM · 89 reps · 1-450-651-5000
Portfolio / reporting / TAMPCRMFinancial planning software
41
LAKEMORE PARTNERS MANAGEMENT US LLC reported RAUM up 67% ($250.0M -> $416.6M). IAPD ↗foreign
$416.6M RAUM · 6 reps · 480 841 5600 · lakemore.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG reported RAUM up 51% ($1.62B -> $2.43B). IAPD ↗foreign
$2.43B RAUM · 13 reps · 41 44 297 7373
Portfolio / reporting / TAMPCRMFinancial planning software
40
MCA CROSS BORDER ADVISORS INC. reported RAUM up 110% ($14.8M -> $31.1M). IAPD ↗foreign
$31.1M RAUM · 2 reps · 514-940-8066
Portfolio / reporting / TAMPCRMFinancial planning software
40
FIRST TRUST GLOBAL PORTFOLIOS LTD. reported RAUM up 60% ($211.2M -> $338.8M). IAPD ↗foreign
$338.8M RAUM · 6 reps · +44 203 195 7121 · ftglobalportfolios.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
STRATEGIC SWISS ADVISORS AG reported RAUM up 373% ($46.5M -> $220.0M). IAPD ↗foreign
$220.0M RAUM · 3 reps · +41 58 680 64 10 · strategic-swiss-advisors.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
GINJER reported RAUM up 62% ($206.5M -> $334.6M). IAPD ↗foreign
$334.6M RAUM · 3 reps · +33170366170 · ginjer-am.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
DRAGON CAPITAL MANAGEMENT (HK) LIMITED reported RAUM up 76% ($95.8M -> $168.3M). IAPD ↗foreign
$168.3M RAUM · 1 reps · 85239798100 · dragoncapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
TRIUM CAPITAL LLP reported RAUM up 52% ($3.81B -> $5.79B). IAPD ↗foreign
$5.79B RAUM · 30 reps · +44 20 7073 9250 · trium-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
ISLANDBRIDGE CAPITAL LIMITED reported RAUM up 53% ($1.05B -> $1.62B). IAPD ↗foreign
$1.62B RAUM · 16 reps · 44 20 3405 1040 · ib-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
MODUM ASSET MANAGEMENT LLC reported RAUM up 64% ($172.9M -> $283.2M). IAPD ↗foreign
$283.2M RAUM · 4 reps · (332) 261-7382 · modum.com
Portfolio / reporting / TAMPCRMFinancial planning software
40
MCA CROSS BORDER CAPITAL INC. reported RAUM up 171% ($23.8M -> $64.6M). IAPD ↗foreign
$64.6M RAUM · 1 reps · 1-877-839-7111
Portfolio / reporting / TAMPCRMFinancial planning software
40
SVN GLOBAL reported RAUM up 826% ($4.1M -> $38.3M). IAPD ↗foreign
$38.3M RAUM · 2 reps · 1 (754) 209 - 3101
Portfolio / reporting / TAMPCRMFinancial planning software
40
SYGNUS CAPITAL LIMTED reported RAUM up 123% ($30.0M -> $67.0M). IAPD ↗foreign
$67.0M RAUM · 3 reps · (876) 634-5005
Portfolio / reporting / TAMPCRMFinancial planning software
40
DA INV reported RAUM up 1900% ($1.4M -> $28.0M). IAPD ↗foreign
$28.0M RAUM · 1 reps · 917-202-2007 · dolarapp.com
Portfolio / reporting / TAMPCRMFinancial planning software
39
DWS ALTERNATIVES GLOBAL LIMITED reported RAUM up 48% ($16.60B -> $24.51B). IAPD ↗foreign
$24.51B RAUM · 89 reps · 44 207 547 5344
Portfolio / reporting / TAMPCRMFinancial planning software
39
SANTANDER ASSET MANAGEMENT SA SGIIC reported RAUM up 45% ($110.21B -> $159.86B). IAPD ↗foreign
$159.86B RAUM · 118 reps · 34 912574020 · santanderassetmanagement.es
Portfolio / reporting / TAMPCRMFinancial planning software
39
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported RAUM up 47% ($1.41B -> $2.08B). IAPD ↗foreign
$2.08B RAUM · 23 reps · 5521-3622-8070 · squadrainvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
39
WATERWHEEL CAPITAL MANAGEMENT reported RAUM up 73% ($137.6M -> $238.5M). IAPD ↗foreign
$238.5M RAUM · 2 reps · (646) 940-8850
Portfolio / reporting / TAMPCRMFinancial planning software
39
ALPEN PARTNERS INTERNATIONAL AG reported RAUM up 46% ($1.39B -> $2.03B). IAPD ↗foreign
$2.03B RAUM · 37 reps · 0041581057550
Portfolio / reporting / TAMPCRMFinancial planning software
39
BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED reported RAUM up 47% ($1.31B -> $1.92B). IAPD ↗foreign
$1.92B RAUM · 7 reps · +65-6202-9840
Portfolio / reporting / TAMPCRMFinancial planning software
39
JUPITER ASSET MANAGEMENT LIMITED reported RAUM up 48% ($46.19B -> $68.22B). IAPD ↗foreign
$68.22B RAUM · 70 reps · 44 20 3817 1000
Portfolio / reporting / TAMPCRMFinancial planning software
39
CASTLE RIDGE ASSET MANAGEMENT LIMITED reported RAUM up 56% ($193.0M -> $300.8M). IAPD ↗foreign
$300.8M RAUM · 4 reps · 416-701-9737
Portfolio / reporting / TAMPCRMFinancial planning software
38
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL reported RAUM up 41% ($440.20B -> $621.02B). IAPD ↗foreign
$621.02B RAUM · 412 reps · 44-207-774-1000 · am.gs.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
FIERA CAPITAL (UK) LIMITED reported RAUM up 42% ($2.80B -> $3.98B). IAPD ↗foreign
$3.98B RAUM · 13 reps · +44 (0)20 7518 2100
Portfolio / reporting / TAMPCRMFinancial planning software
38
KEYWISE CAPITAL MANAGEMENT (HK) LIMITED reported RAUM up 41% ($2.05B -> $2.89B). IAPD ↗foreign
$2.89B RAUM · 8 reps · +852 2815 7991 · keywisecapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
RV CAPITAL MANAGEMENT PRIVATE LTD reported RAUM up 41% ($1.81B -> $2.54B). IAPD ↗foreign
$2.54B RAUM · 14 reps · +65-6426-7400 · rvcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
REDDING RIDGE ASSET MANAGEMENT (UK) LLP reported RAUM up 43% ($9.22B -> $13.23B). IAPD ↗foreign
$13.23B RAUM · 51 reps · +44 20 7016 5000 · rram.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
GORDIAN CAPITAL JAPAN LIMITED reported RAUM up 44% ($1.26B -> $1.82B). IAPD ↗foreign
$1.82B RAUM · 12 reps · +81 3-4520-2323
Portfolio / reporting / TAMPCRMFinancial planning software
38
AMBERLAKE PARTNERS SAM reported RAUM up 70% ($57.2M -> $97.1M). IAPD ↗foreign
$97.1M RAUM · 4 reps · +37792001710 · amberlakepartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
38
CARRHAE CAPITAL (DIFC) LIMITED reported RAUM up 42% ($4.27B -> $6.08B). IAPD ↗foreign
$6.08B RAUM · 6 reps · 971-432-230-205 · carrhaecap.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
COHEN & STEERS UK LIMITED reported RAUM up 35% ($3.97B -> $5.37B). IAPD ↗foreign
$5.37B RAUM · 7 reps · 44 (207) 460-6350
Portfolio / reporting / TAMPCRMFinancial planning software
37
SWISSPARTNERS ADVISORS reported RAUM up 46% ($609.1M -> $891.8M). IAPD ↗foreign
$891.8M RAUM · 3 reps · 41 58 200 0 800
Portfolio / reporting / TAMPCRMFinancial planning software
37
BROWN ADVISORY LTD. reported RAUM up 37% ($19.41B -> $26.58B). IAPD ↗foreign
$26.58B RAUM · 36 reps · 44 203-301-8130
Portfolio / reporting / TAMPCRMFinancial planning software
37
CSOP ASSET MANAGEMENT LIMITED reported RAUM up 37% ($18.91B -> $25.87B). IAPD ↗foreign
$25.87B RAUM · 24 reps · 852 3406-5652
Portfolio / reporting / TAMPCRMFinancial planning software
37
FIRST SENTIER INVESTORS (HONG KONG) LIMITED reported RAUM up 37% ($23.93B -> $32.87B). IAPD ↗foreign
$32.87B RAUM · 11 reps · +852 2846-7555
Portfolio / reporting / TAMPCRMFinancial planning software
37
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED reported RAUM up 38% ($15.30B -> $21.08B). IAPD ↗foreign
$21.08B RAUM · 13 reps · 65 6597 6680 · gordian-capital.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
CAPITAL GENERATION PARTNERS LLP reported RAUM up 38% ($2.98B -> $4.12B). IAPD ↗foreign
$4.12B RAUM · 26 reps · 44-207-543-1500 · capgenpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
LEADENHALL CAPITAL PARTNERS reported RAUM up 39% ($4.13B -> $5.72B). IAPD ↗foreign
$5.72B RAUM · 21 reps · +44 (0)20 78717290
Portfolio / reporting / TAMPCRMFinancial planning software
37
TURIM 21 INVESTIMENTOS LTDA reported RAUM up 38% ($5.23B -> $7.24B). IAPD ↗foreign
$7.24B RAUM · 20 reps · 55 21 2259.8015 · turimbr.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
FOSUN ASSET MANAGEMENT LIMITED reported RAUM up 39% ($1.08B -> $1.49B). IAPD ↗foreign
$1.49B RAUM · 12 reps · 852 2509 2873 · fosunam.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
POTENTUM PARTNERS, L.P. reported RAUM up 48% ($524.1M -> $773.3M). IAPD ↗foreign
$773.3M RAUM · 5 reps · +61 488 221 334 · potentumpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
37
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. reported RAUM up 46% ($556.0M -> $810.0M). IAPD ↗foreign
$810.0M RAUM · 6 reps · 55 21 3590 2410 · navi-international.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
BARING INTERNATIONAL INVESTMENT LTD reported RAUM up 32% ($17.06B -> $22.57B). IAPD ↗foreign
$22.57B RAUM · 168 reps · +44(0)20-7628-6000
Portfolio / reporting / TAMPCRMFinancial planning software
36
DIMENSIONAL FUND ADVISORS LTD reported RAUM up 32% ($276.11B -> $364.73B). IAPD ↗foreign
$364.73B RAUM · 64 reps · + (44) 20-3033-3300 · dimensional.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
DFA AUSTRALIA LIMITED reported RAUM up 32% ($273.92B -> $361.60B). IAPD ↗foreign
$361.60B RAUM · 55 reps · +61 (2) 8336 7100
Portfolio / reporting / TAMPCRMFinancial planning software
36
MAN SOLUTIONS LIMITED reported RAUM up 31% ($43.76B -> $57.51B). IAPD ↗foreign
$57.51B RAUM · 19 reps · +44 20 7144 1000 · man.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
DWS INVESTMENTS AUSTRALIA LIMITED reported RAUM up 32% ($1.44B -> $1.90B). IAPD ↗foreign
$1.90B RAUM · 8 reps · 011 612 8258 1234 · dws.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
REDWHEEL reported RAUM up 31% ($13.23B -> $17.32B). IAPD ↗foreign
$17.32B RAUM · 51 reps · 44 20 7227 6000
Portfolio / reporting / TAMPCRMFinancial planning software
36
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED reported RAUM up 34% ($126.66B -> $169.62B). IAPD ↗foreign
$169.62B RAUM · 62 reps · 852-2800-2800
Portfolio / reporting / TAMPCRMFinancial planning software
36
INTEGRAL ILS LTD. reported RAUM up 30% ($2.91B -> $3.78B). IAPD ↗foreign
$3.78B RAUM · 11 reps · 441-521-6602 · integralils.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
ACADIAN ASSET MANAGEMENT reported RAUM up 32% ($4.32B -> $5.71B). IAPD ↗foreign
$5.71B RAUM · 7 reps · +612 9093 1000 · acadian-asset.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
APEX INVESTMENTS MANAGEMENT, S.A. reported RAUM up 40% ($279.5M -> $392.5M). IAPD ↗foreign
$392.5M RAUM · 7 reps · +502-22576557 · apexcapitalpe.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
TAULA CAPITAL MANAGEMENT (DIFC) LTD reported RAUM up 33% ($158.48B -> $210.92B). IAPD ↗foreign
$210.92B RAUM · 4 reps · +97 14323 0800
Portfolio / reporting / TAMPCRMFinancial planning software
36
TAULA CAPITAL MANAGEMENT (US) LLC reported RAUM up 32% ($160.37B -> $210.93B). IAPD ↗foreign
$210.93B RAUM · 13 reps · 44-20-4570-2067 · taulacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
SARTORIAL WEALTH INC. reported RAUM up 58% ($82.5M -> $130.4M). IAPD ↗foreign
$130.4M RAUM · 3 reps · 647-368-6816
Portfolio / reporting / TAMPCRMFinancial planning software
36
TAULA CAPITAL MANAGEMENT (JERSEY) LP reported RAUM up 32% ($160.37B -> $210.93B). IAPD ↗foreign
$210.93B RAUM · 7 reps · 44-20-4570-2067 · taulacapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
MANRKE WEALTH reported RAUM up 57% ($73.9M -> $115.7M). IAPD ↗foreign
$115.7M RAUM · 2 reps · 647-948-3048 · inukshukcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
36
EAST CAPITAL reported RAUM up 35% ($3.17B -> $4.28B). IAPD ↗foreign
$4.28B RAUM · 17 reps · +46 8 505 97 777 · eastcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
DWS INTERNATIONAL GMBH reported RAUM up 28% ($178.52B -> $228.87B). IAPD ↗foreign
$228.87B RAUM · 80 reps · 49 69 910 12371
Portfolio / reporting / TAMPCRMFinancial planning software
35
IMPULSORA DEL FONDO MEXICO, SC reported RAUM up 35% ($246.7M -> $333.5M). IAPD ↗foreign
$333.5M RAUM · 3 reps · 5255-91383350
Portfolio / reporting / TAMPCRMFinancial planning software
35
APS ASSET MANAGEMENT PTE LTD reported RAUM up 26% ($1.77B -> $2.23B). IAPD ↗foreign
$2.23B RAUM · 17 reps · 65-6333-8600
Portfolio / reporting / TAMPCRMFinancial planning software
35
FOYSTON, GORDON & PAYNE INC. reported RAUM up 26% ($4.72B -> $5.96B). IAPD ↗foreign
$5.96B RAUM · 22 reps · 416-362-4725 · foyston.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
VONTOBEL SWISS FINANCIAL ADVISERS reported RAUM up 29% ($9.28B -> $11.94B). IAPD ↗foreign
$11.94B RAUM · 60 reps · +41-58-2388111
Portfolio / reporting / TAMPCRMFinancial planning software
35
JPMORGAN ASSET MANAGEMENT (UK) LIMITED reported RAUM up 25% ($385.99B -> $484.10B). IAPD ↗foreign
$484.10B RAUM · 319 reps · 44-207-742-6000
Portfolio / reporting / TAMPCRMFinancial planning software
35
REYL OVERSEAS LTD. reported RAUM up 39% ($333.3M -> $461.6M). IAPD ↗foreign
$461.6M RAUM · 8 reps · +41 58 717 9400 · reyl-overseas.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
MARCUARD FAMILY OFFICE LTD reported RAUM up 27% ($6.83B -> $8.66B). IAPD ↗foreign
$8.66B RAUM · 19 reps · 41 (43) 344 60 00
Portfolio / reporting / TAMPCRMFinancial planning software
35
VALUE PARTNERS HONG KONG LIMITED reported RAUM up 29% ($4.08B -> $5.25B). IAPD ↗foreign
$5.25B RAUM · 25 reps · 852 28809263 · valuepartners-group.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
BFI INFINITY LTD. reported RAUM up 37% ($610.1M -> $837.6M). IAPD ↗foreign
$837.6M RAUM · 15 reps · +41 58 806 2210
Portfolio / reporting / TAMPCRMFinancial planning software
35
LGT WEALTH MANAGEMENT US LIMITED reported RAUM up 25% ($1.44B -> $1.80B). IAPD ↗foreign
$1.80B RAUM · 14 reps · +44 203 207 8000 · lgtwm-us.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
TANAGER WEALTH MANAGEMENT reported RAUM up 27% ($1.26B -> $1.60B). IAPD ↗foreign
$1.60B RAUM · 15 reps · 020 3965 6330
Portfolio / reporting / TAMPCRMFinancial planning software
35
E FUND MANAGEMENT (HONG KONG) CO., LIMITED reported RAUM up 26% ($12.46B -> $15.72B). IAPD ↗foreign
$15.72B RAUM · 22 reps · 852-3929-0988 · efunds.com.hk
Portfolio / reporting / TAMPCRMFinancial planning software
35
HOSKING PARTNERS LLP reported RAUM up 27% ($5.49B -> $6.95B). IAPD ↗foreign
$6.95B RAUM · 5 reps · +44 20 7004 7850 · hoskingpartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
DAWSON PARTNERS reported RAUM up 25% ($17.67B -> $22.14B). IAPD ↗foreign
$22.14B RAUM · 59 reps · 647-925-1284
Portfolio / reporting / TAMPCRMFinancial planning software
35
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. reported RAUM up 26% ($10.96B -> $13.78B). IAPD ↗foreign
$13.78B RAUM · 56 reps · 65 6889 1000
Portfolio / reporting / TAMPCRMFinancial planning software
35
SAGARD HOLDINGS MANAGER LP reported RAUM up 27% ($6.79B -> $8.61B). IAPD ↗foreign
$8.61B RAUM · 65 reps · 416-607-2250 · sagard.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
ARMADA CAPITAL LLC reported RAUM up 51% ($59.6M -> $89.9M). IAPD ↗foreign
$89.9M RAUM · 5 reps · +52 55 5985 1770
Portfolio / reporting / TAMPCRMFinancial planning software
35
WILLING CAPITAL MANAGEMENT LIMITED reported RAUM up 40% ($576.9M -> $806.3M). IAPD ↗foreign
$806.3M RAUM · 7 reps · +852 39791800
Portfolio / reporting / TAMPCRMFinancial planning software
35
LYGH CAPITAL PTE. LTD. reported RAUM up 39% ($516.4M -> $716.6M). IAPD ↗foreign
$716.6M RAUM · 4 reps · 65 6592 1029 · lyghcapital.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
LOUISBOURG INVESTMENTS reported RAUM up 27% ($1.82B -> $2.31B). IAPD ↗foreign
$2.31B RAUM · 14 reps · 1-506-383-5215 · louisbourginvestments.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
THE MASS GROUP reported RAUM up 51% ($29.2M -> $44.0M). IAPD ↗foreign
$44.0M RAUM · 2 reps · +971-4-552-3312 · the-mass-group.com
Portfolio / reporting / TAMPCRMFinancial planning software
35
TIND ASSET MANAGEMENT reported RAUM up 38% ($319.0M -> $440.0M). IAPD ↗foreign
$440.0M RAUM · 3 reps · 47-970-44-440 · tindam.com
Portfolio / reporting / TAMPCRMFinancial planning software
34
TB ALTERNATIVE ASSETS LTD. reported RAUM up 31% ($541.0M -> $708.2M). IAPD ↗foreign
$708.2M RAUM · 8 reps · +1 345 949 8066
Portfolio / reporting / TAMPCRMFinancial planning software
34
PCJ INVESTMENT COUNSEL LTD. reported RAUM up 31% ($704.0M -> $924.3M). IAPD ↗foreign
$924.3M RAUM · 9 reps · 416-862-2020
Portfolio / reporting / TAMPCRMFinancial planning software
34
KADITA PARTNERS PTE. LTD. reported RAUM up 48% ($94.2M -> $139.7M). IAPD ↗foreign
$139.7M RAUM · 5 reps · +65 9086 4753 · kaditapartners.com
Portfolio / reporting / TAMPCRMFinancial planning software
33
ALLARD PARTNERS LIMITED reported RAUM up 25% ($331.6M -> $415.9M). IAPD ↗foreign
$415.9M RAUM · 3 reps · 852-2526 9168
Portfolio / reporting / TAMPCRMFinancial planning software
33
WHVP reported RAUM up 44% ($162.8M -> $235.2M). IAPD ↗foreign
$235.2M RAUM · 4 reps · 011 41 44 315 77 77
Portfolio / reporting / TAMPCRMFinancial planning software
33
CLARITY CAPITAL KCPS LTD reported RAUM up 27% ($615.4M -> $782.3M). IAPD ↗foreign
$782.3M RAUM · 6 reps · 972-3-777-9000
Portfolio / reporting / TAMPCRMFinancial planning software
33
VENTIRA PRIVATE WEALTH MANAGEMENT LTD. reported RAUM up 26% ($541.1M -> $682.0M). IAPD ↗foreign
$682.0M RAUM · 3 reps · 0041 41 748 22 90 · ventira.ch
Portfolio / reporting / TAMPCRMFinancial planning software
33
MAIMON WEALTH MANAGEMENT LTD. reported RAUM up 41% ($111.4M -> $156.5M). IAPD ↗foreign
$156.5M RAUM · 3 reps · 972 54 696 6638 · maimonwealth.com
Portfolio / reporting / TAMPCRMFinancial planning software
33
IA PRIVATE WEALTH (USA) INC. reported RAUM up 41% ($95.8M -> $135.1M). IAPD ↗foreign
$135.1M RAUM · 122 reps · 1-855-999-2081 · iaprivatewealthusa.com
Portfolio / reporting / TAMPCRMFinancial planning software
33
ACADIAN ASSET MANAGEMENT reported RAUM up 25% ($557.5M -> $697.9M). IAPD ↗foreign
$697.9M RAUM · 3 reps · +65 6508 2200
Portfolio / reporting / TAMPCRMFinancial planning software
33
BEACON HILL WEALTH MANAGEMENT LTD reported RAUM up 41% ($105.7M -> $148.6M). IAPD ↗foreign
$148.6M RAUM · 6 reps · 778-433-1314 · beaconhillwm.ca
Portfolio / reporting / TAMPCRMFinancial planning software
32
OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED reported RAUM up 38% ($37.4M -> $51.8M). IAPD ↗foreign
$51.8M RAUM · 2 reps · 852.2297.2297
Portfolio / reporting / TAMPCRMFinancial planning software
31
ST. COLUMBANUS AG reported RAUM up 34% ($58.8M -> $78.6M). IAPD ↗foreign
$78.6M RAUM · 2 reps · +41 71 245 76 78 · stcolumbanus.com
Portfolio / reporting / TAMPCRMFinancial planning software
31
AS TRIGON ASSET MANAGEMENT reported RAUM up 32% ($57.4M -> $75.9M). IAPD ↗foreign
$75.9M RAUM · 6 reps · 011-372-667-9200
Portfolio / reporting / TAMPCRMFinancial planning software
31
WISE MONEY ISRAEL reported RAUM up 31% ($72.4M -> $94.9M). IAPD ↗foreign
$94.9M RAUM · 2 reps · +972-79-6984545
Portfolio / reporting / TAMPCRMFinancial planning software
30
TELLIGENT INVESTMENT MANAGEMENT, LLC reported RAUM up 25% ($167.4M -> $209.7M). IAPD ↗foreign
$209.7M RAUM · 5 reps · +852 3150 0888
Portfolio / reporting / TAMPCRMFinancial planning software
30
PILOTAGE PRIVATE WEALTH AG reported RAUM up 30% ($175.4M -> $227.6M). IAPD ↗foreign
$227.6M RAUM · 3 reps · 41-43-5081717
Portfolio / reporting / TAMPCRMFinancial planning software
30
SHOREVEST PARTNERS, LTD. reported RAUM up 26% ($193.7M -> $244.0M). IAPD ↗foreign
$244.0M RAUM · 21 reps · +1 (284) 494-7065 · shorevest.com
Portfolio / reporting / TAMPCRMFinancial planning software
30
MASECO ASIA LIMITED reported RAUM up 29% ($82.4M -> $106.1M). IAPD ↗foreign
$106.1M RAUM · 4 reps · 852 5808 2064
Portfolio / reporting / TAMPCRMFinancial planning software
30
MOUNT MURRAY INVESTMENT INC. reported RAUM up 26% ($22.3M -> $28.2M). IAPD ↗foreign
$28.2M RAUM · 4 reps · 514-922-1511 · mountmurrayinvestment.com
Portfolio / reporting / TAMPCRMFinancial planning software
30
CAPSIGMA INVESTMENT PARTNERS LTDA reported RAUM up 27% ($48.4M -> $61.6M). IAPD ↗foreign
$61.6M RAUM · 5 reps · 55 (11) 5200-2246 · capsigma.com.br
Portfolio / reporting / TAMPCRMFinancial planning software
headcount up — 1514 Advisory representative count grew materially (>=20% or >=5 reps).
85
J.P. MORGAN SECURITIES LLC grew from 8097 to 8479 advisory reps. IAPD ↗
$429.69B RAUM · 8479 reps · 800-999-2000
CRMRecruiting & transitionsComplianceFinancial planning software
85
ESI FINANCIAL ADVISORS grew from 430 to 460 advisory reps. IAPD ↗
$2.78B RAUM · 460 reps · 800-344-7437 · equity-services.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
JANNEY MONTGOMERY SCOTT LLC grew from 1208 to 1614 advisory reps. IAPD ↗
$110.11B RAUM · 1614 reps · 215-665-6000
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIFTH THIRD SECURITIES, INC. grew from 788 to 848 advisory reps. IAPD ↗
$10.92B RAUM · 848 reps · 888-889-1025
CRMRecruiting & transitionsComplianceFinancial planning software
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED grew from 3045 to 3079 advisory reps. IAPD ↗
$197.53B RAUM · 3079 reps · 314-342-2000 · aegeanwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRINCIPAL SECURITIES, INC. grew from 1436 to 1464 advisory reps. IAPD ↗
$17.02B RAUM · 1464 reps · 888-774-6267
CRMRecruiting & transitionsComplianceFinancial planning software
85
WILLIAM BLAIR & COMPANY L.L.C. grew from 201 to 231 advisory reps. IAPD ↗
$64.28B RAUM · 231 reps · 312-236-1600 · williamblair.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
GILDER GAGNON HOWE & CO. LLC grew from 31 to 55 advisory reps. IAPD ↗
$12.12B RAUM · 55 reps · 212-765-2500
CRMRecruiting & transitionsComplianceFinancial planning software
85
VOYA FINANCIAL ADVISORS, INC. grew from 563 to 638 advisory reps. IAPD ↗
$3.87B RAUM · 638 reps · 1-800-356-2906
CRMRecruiting & transitionsComplianceFinancial planning software
85
STATE FARM INVESTMENT MANAGEMENT CORP. grew from 150 to 7930 advisory reps. IAPD ↗
$12.94B RAUM · 7930 reps · 800-447-0740
CRMRecruiting & transitionsComplianceFinancial planning software
85
&PARTNERS grew from 272 to 439 advisory reps. IAPD ↗
$30.27B RAUM · 439 reps · 615-255-6431 · andpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HORNOR, TOWNSEND & KENT, LLC grew from 398 to 426 advisory reps. IAPD ↗
$9.01B RAUM · 426 reps · 215-957-7300 · htk.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
AMERIPRISE FINANCIAL SERVICES, LLC grew from 12636 to 12681 advisory reps. IAPD ↗
$660.47B RAUM · 12681 reps · 612-671-3131
CRMRecruiting & transitionsComplianceFinancial planning software
85
LPL FINANCIAL LLC grew from 28347 to 36280 advisory reps. IAPD ↗
$819.12B RAUM · 36280 reps · 704-733-3300 · lplgovernmentrelations.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EQUITABLE ADVISORS, LLC grew from 4272 to 4664 advisory reps. IAPD ↗
$42.48B RAUM · 4664 reps · 212-314-4600 · equitable.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
AUSDAL FINANCIAL PARTNERS, INC. grew from 152 to 168 advisory reps. IAPD ↗
$3.73B RAUM · 168 reps · 563-326-2064 · wenstrup.org
CRMRecruiting & transitionsComplianceFinancial planning software
85
ROBERT W. BAIRD & CO. INCORPORATED grew from 3047 to 3170 advisory reps. IAPD ↗
$394.07B RAUM · 3170 reps · 414-765-3500
CRMRecruiting & transitionsComplianceFinancial planning software
85
LPL ENTERPRISE, LLC grew from 3130 to 4492 advisory reps. IAPD ↗
$24.94B RAUM · 4492 reps · 704-733-3300 · lpl.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRIMERICA ADVISORS grew from 3732 to 3959 advisory reps. IAPD ↗
$15.54B RAUM · 3959 reps · 833-786-0550
CRMRecruiting & transitionsComplianceFinancial planning software
85
MML INVESTORS SERVICES, LLC grew from 4935 to 4961 advisory reps. IAPD ↗
$115.64B RAUM · 4961 reps · (413) 226-0000
CRMRecruiting & transitionsComplianceFinancial planning software
85
WELLS FARGO ADVISORS grew from 2274 to 2366 advisory reps. IAPD ↗
$252.25B RAUM · 2366 reps · 314-875-3000 · firstclearing.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
U.S. BANCORP ADVISORS, LLC grew from 126 to 141 advisory reps. IAPD ↗
$1.80B RAUM · 141 reps · 800-888-4700 · usbank.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HUNTINGTON FINANCIAL ADVISORS grew from 398 to 415 advisory reps. IAPD ↗
$7.89B RAUM · 415 reps · 800.322.4600 · huntington.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
U.S. BANCORP INVESTMENTS, INC. grew from 919 to 944 advisory reps. IAPD ↗
$22.94B RAUM · 944 reps · 800-888-4700
CRMRecruiting & transitionsComplianceFinancial planning software
85
NBC SECURITIES, INC. grew from 39 to 63 advisory reps. IAPD ↗
$1.78B RAUM · 63 reps · 800-521-9390 · nbcsecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
THRIVENT INVESTMENT MANAGEMENT INC. grew from 2774 to 2963 advisory reps. IAPD ↗
$20.77B RAUM · 2963 reps · 800-847-4836
CRMRecruiting & transitionsComplianceFinancial planning software
85
HSBC SECURITIES (USA) INC. grew from 376 to 402 advisory reps. IAPD ↗
$3.84B RAUM · 402 reps · 212-525-2879 · us.hsbc.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER grew from 477 to 546 advisory reps. IAPD ↗
$12.77B RAUM · 546 reps · 480-991-0225
CRMRecruiting & transitionsComplianceFinancial planning software
85
OSAIC WEALTH, INC. grew from 6276 to 7143 advisory reps. IAPD ↗
$234.86B RAUM · 7143 reps · 800-821-5100 · matuliafinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
OSAIC INSTITUTIONS, INC. grew from 446 to 478 advisory reps. IAPD ↗
$6.49B RAUM · 478 reps · 203-599-6000 · osaic.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CITIZENS SECURITIES, INC. grew from 400 to 454 advisory reps. IAPD ↗
$12.87B RAUM · 454 reps · 1-800-942-8300
CRMRecruiting & transitionsComplianceFinancial planning software
85
VALIC FINANCIAL ADVISORS, INC. grew from 1239 to 1280 advisory reps. IAPD ↗
$29.22B RAUM · 1280 reps · 866-544-4968 · valic.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIRST CITIZENS INVESTOR SERVICES, INC. grew from 148 to 164 advisory reps. IAPD ↗
$2.63B RAUM · 164 reps · 800-229-0205 · firstcitizens.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HANTZ FINANCIAL SERVICES, INC. grew from 293 to 333 advisory reps. IAPD ↗
$10.00B RAUM · 333 reps · 248-304-2855 · hantzgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PARK AVENUE SECURITIES LLC grew from 1963 to 2054 advisory reps. IAPD ↗
$19.58B RAUM · 2054 reps · 1-888-600-4667 · vestwise.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EDELMAN FINANCIAL ENGINES grew from 470 to 553 advisory reps. IAPD ↗
$326.29B RAUM · 553 reps · 833-752-6333 · indeed.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
STRATEGIC ADVISERS LLC grew from 16178 to 17112 advisory reps. IAPD ↗
$1370.13B RAUM · 17112 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
85
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC grew from 564 to 628 advisory reps. IAPD ↗
$3666.94B RAUM · 628 reps · (949) 720-6000
CRMRecruiting & transitionsComplianceFinancial planning software
85
MONETA GROUP INVESTMENT ADVISORS, LLC grew from 220 to 239 advisory reps. IAPD ↗
$50.54B RAUM · 239 reps · 314-726-2300
CRMRecruiting & transitionsComplianceFinancial planning software
85
CREATIVE PLANNING grew from 1319 to 1538 advisory reps. IAPD ↗
$295.57B RAUM · 1538 reps · (866) 909-5148
CRMRecruiting & transitionsComplianceFinancial planning software
85
CETERA INVESTMENT ADVISERS LLC grew from 6825 to 9049 advisory reps. IAPD ↗
$256.81B RAUM · 9049 reps · 310-257-7880 · ceterafinancialspecialists.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS grew from 85 to 104 advisory reps. IAPD ↗
$33.88B RAUM · 104 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
NORTHERN TRUST INVESTMENTS, INCORPORATED grew from 200 to 219 advisory reps. IAPD ↗
$1245.25B RAUM · 219 reps · 312-630-6000 · ntam.northerntrust.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC grew from 72 to 110 advisory reps. IAPD ↗
$150.40B RAUM · 110 reps · 212-641-3800 · schroders.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BARINGS LLC grew from 419 to 465 advisory reps. IAPD ↗
$392.75B RAUM · 465 reps · 704-805-7200
CRMRecruiting & transitionsComplianceFinancial planning software
85
TRUSTMONT ADVISORY GROUP, INC. grew from 41 to 60 advisory reps. IAPD ↗
$1.40B RAUM · 60 reps · 724-468-5665
CRMRecruiting & transitionsComplianceFinancial planning software
85
VICTORY CAPITAL MANAGEMENT INC. grew from 135 to 170 advisory reps. IAPD ↗
$282.71B RAUM · 170 reps · 877-660-4400 · vcm.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
F L PUTNAM INVESTMENT MANAGEMENT CO. grew from 73 to 90 advisory reps. IAPD ↗
$9.72B RAUM · 90 reps · 800-344-3435 · flputnam.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
WELLINGTON MANAGEMENT COMPANY LLP grew from 479 to 497 advisory reps. IAPD ↗
$1428.05B RAUM · 497 reps · 617-951-5000 · wellington.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
GOLDMAN SACHS WEALTH SERVICES, L.P. grew from 1055 to 1134 advisory reps. IAPD ↗
$31.69B RAUM · 1134 reps · 518-886-4000
CRMRecruiting & transitionsComplianceFinancial planning software
85
VANGUARD ADVISERS, INC. grew from 1567 to 1903 advisory reps. IAPD ↗
$344.62B RAUM · 1903 reps · 610-669-1000
CRMRecruiting & transitionsComplianceFinancial planning software
85
MEEDER ADVISORY SERVICES, INC. grew from 38 to 54 advisory reps. IAPD ↗
$2.86B RAUM · 54 reps · 866-633-3371 · meederinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIRST TRUST ADVISORS LP grew from 125 to 143 advisory reps. IAPD ↗
$309.24B RAUM · 143 reps · 630-765-8000 · ftsma.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. grew from 2143 to 2260 advisory reps. IAPD ↗
$3519.41B RAUM · 2260 reps · (800) 343-1113
CRMRecruiting & transitionsComplianceFinancial planning software
85
BLACKROCK FINANCIAL MANAGEMENT, INC grew from 828 to 889 advisory reps. IAPD ↗
$1595.10B RAUM · 889 reps · 212 810 5300 · ishares.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SAVANT WEALTH MANAGEMENT grew from 178 to 238 advisory reps. IAPD ↗
$38.13B RAUM · 238 reps · 815-227-0300
CRMRecruiting & transitionsComplianceFinancial planning software
85
NISA INVESTMENT ADVISORS, LLC grew from 202 to 217 advisory reps. IAPD ↗
$343.89B RAUM · 217 reps · 314-721-1900 · nisa.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. grew from 907 to 1379 advisory reps. IAPD ↗
$2648.90B RAUM · 1379 reps · 212-902-1000 · petershillpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SEIA grew from 99 to 128 advisory reps. IAPD ↗
$22.54B RAUM · 128 reps · 310-712-2323
CRMRecruiting & transitionsComplianceFinancial planning software
85
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC grew from 392 to 440 advisory reps. IAPD ↗
$502.40B RAUM · 440 reps · 800-225-2365 · columbiathreadneedleus.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC grew from 727 to 744 advisory reps. IAPD ↗
$5685.04B RAUM · 744 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
85
ALLIANCEBERNSTEIN L.P. grew from 871 to 1616 advisory reps. IAPD ↗
$763.40B RAUM · 1616 reps · 615-622-0000
CRMRecruiting & transitionsComplianceFinancial planning software
85
ASSETMARK, INC. grew from 244 to 269 advisory reps. IAPD ↗
$91.76B RAUM · 269 reps · 800-664-5345 · micro.fmgsuite.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MAI CAPITAL MANAGEMENT, LLC grew from 204 to 230 advisory reps. IAPD ↗
$52.10B RAUM · 230 reps · (216) 920-4800
CRMRecruiting & transitionsComplianceFinancial planning software
85
J.P. MORGAN PRIVATE INVESTMENTS INC. grew from 73 to 96 advisory reps. IAPD ↗
$469.98B RAUM · 96 reps · 212-464-2070 · jpmorgan.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
NWF ADVISORY SERVICES INC grew from 71 to 102 advisory reps. IAPD ↗
$6.43B RAUM · 102 reps · 310-475-5854
CRMRecruiting & transitionsComplianceFinancial planning software
85
EAGLE STRATEGIES LLC grew from 2093 to 2463 advisory reps. IAPD ↗
$32.04B RAUM · 2463 reps · (888) 695-3245 · eaglestrategies.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EP WEALTH ADVISORS grew from 214 to 320 advisory reps. IAPD ↗
$45.15B RAUM · 320 reps · 310-543-4559
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAIN, WATTERS & ASSOCIATES, LLC grew from 71 to 86 advisory reps. IAPD ↗
$5.04B RAUM · 86 reps · 972-233-3323 · cainwatters.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
AQR CAPITAL MANAGEMENT, LLC grew from 238 to 276 advisory reps. IAPD ↗
$311.70B RAUM · 276 reps · 203-742-3600 · aqr.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MARINER INSTITUTIONAL, LLC grew from 113 to 148 advisory reps. IAPD ↗
$2.82B RAUM · 148 reps · 844-442-6326 · marinerwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
EMPOWER ADVISORY GROUP, LLC grew from 802 to 6138 advisory reps. IAPD ↗
$195.43B RAUM · 6138 reps · 866-575-4977 · empower.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ADVISORS CAPITAL MANAGEMENT, LLC grew from 41 to 57 advisory reps. IAPD ↗
$12.20B RAUM · 57 reps · 201-447-3400 · bridgeviewwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
J. W. COLE ADVISORS, INC. grew from 434 to 468 advisory reps. IAPD ↗
$8.25B RAUM · 468 reps · (813) 935-6776 · jw-cole.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MISSION WEALTH MANAGEMENT, LP grew from 97 to 117 advisory reps. IAPD ↗
$13.91B RAUM · 117 reps · 805-882-2360
CRMRecruiting & transitionsComplianceFinancial planning software
85
PARAMETRIC PORTFOLIO ASSOCIATES grew from 198 to 213 advisory reps. IAPD ↗
$684.78B RAUM · 213 reps · 206-694-5500 · platform.parametricportfolio.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SEGAL MARCO ADVISORS grew from 86 to 103 advisory reps. IAPD ↗
$50.15B RAUM · 103 reps · 212-251-5900 · segalmarco.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC grew from 730 to 850 advisory reps. IAPD ↗
$122.19B RAUM · 850 reps · 763-417-1700 · wealthenhancement.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SEQUOIA FINANCIAL GROUP, L.L.C. grew from 168 to 195 advisory reps. IAPD ↗
$32.24B RAUM · 195 reps · 330-375-9480
CRMRecruiting & transitionsComplianceFinancial planning software
85
BEACON POINTE ADVISORS, LLC grew from 355 to 440 advisory reps. IAPD ↗
$54.87B RAUM · 440 reps · 949-718-1600
CRMRecruiting & transitionsComplianceFinancial planning software
85
PARTNERS CAPITAL INVESTMENT GROUP, LLP grew from 85 to 102 advisory reps. IAPD ↗
$50.51B RAUM · 102 reps · 617-292-2570
CRMRecruiting & transitionsComplianceFinancial planning software
85
INDEPENDENT FINANCIAL PARTNERS grew from 261 to 302 advisory reps. IAPD ↗
$16.29B RAUM · 302 reps · 813-341-0960 · tampafinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
THE INSTITUTE grew from 3 to 21 advisory reps. IAPD ↗
$1.37B RAUM · 21 reps · 303-572-3500
CRMRecruiting & transitionsComplianceFinancial planning software
85
GWN SECURITIES INC. grew from 423 to 448 advisory reps. IAPD ↗
$4.75B RAUM · 448 reps · 561-472-2700
CRMRecruiting & transitionsComplianceFinancial planning software
85
SIMON QUICK ADVISORS, LLC grew from 57 to 77 advisory reps. IAPD ↗
$9.01B RAUM · 77 reps · 973-525-1000
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. grew from 3327 to 3496 advisory reps. IAPD ↗
$138.69B RAUM · 3496 reps · 641-472-5100 · cambridgestronger.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CURI CAPITAL, LLC grew from 91 to 106 advisory reps. IAPD ↗
$11.58B RAUM · 106 reps · 312-993-5800
CRMRecruiting & transitionsComplianceFinancial planning software
85
UNITED CAPITAL FINANCIAL ADVISORS grew from 138 to 162 advisory reps. IAPD ↗
$24.65B RAUM · 162 reps · 972-822-2055
CRMRecruiting & transitionsComplianceFinancial planning software
85
ELEVATION POINT WEALTH PARTNERS, LLC grew from 20 to 39 advisory reps. IAPD ↗
$6.30B RAUM · 39 reps · 303-382-2880
CRMRecruiting & transitionsComplianceFinancial planning software
85
NAVY FEDERAL INVESTMENT SERVICES, LLC grew from 91 to 147 advisory reps. IAPD ↗
$2.10B RAUM · 147 reps · 703-206-1517 · navyfederal.org
CRMRecruiting & transitionsComplianceFinancial planning software
85
INTEGRITY ALLIANCE, LLC grew from 164 to 322 advisory reps. IAPD ↗
$5.41B RAUM · 322 reps · 877-886-1939 · integritywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MARINER grew from 803 to 933 advisory reps. IAPD ↗
$125.41B RAUM · 933 reps · 913-904-5700 · partnerwithmariner.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
MERIT FINANCIAL ADVISORS grew from 144 to 229 advisory reps. IAPD ↗
$23.88B RAUM · 229 reps · 678-867-7050
CRMRecruiting & transitionsComplianceFinancial planning software
85
COMPOSITION WEALTH, LLC grew from 46 to 63 advisory reps. IAPD ↗
$9.47B RAUM · 63 reps · (310) 246-1243 · composition.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HIGHTOWER ADVISORS, LLC grew from 889 to 953 advisory reps. IAPD ↗
$198.58B RAUM · 953 reps · 312-962-3800 · lyon.hightoweradvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
INSIGHT INVESTMENT grew from 83 to 112 advisory reps. IAPD ↗
$171.09B RAUM · 112 reps · 212-527-1800
CRMRecruiting & transitionsComplianceFinancial planning software
85
ADVISORY SERVICES NETWORK grew from 208 to 247 advisory reps. IAPD ↗
$10.60B RAUM · 247 reps · 770-352-0449
CRMRecruiting & transitionsComplianceFinancial planning software
85
GALLAGHER FIDUCIARY ADVISORS, LLC grew from 160 to 218 advisory reps. IAPD ↗
$194.82B RAUM · 218 reps · 212-330-1011 · ajg.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
NB ALTERNATIVES ADVISERS LLC grew from 200 to 224 advisory reps. IAPD ↗
$160.24B RAUM · 224 reps · 214-647-9500
CRMRecruiting & transitionsComplianceFinancial planning software
85
CERITY PARTNERS LLC grew from 862 to 1102 advisory reps. IAPD ↗
$161.68B RAUM · 1102 reps · 212-850-4260
CRMRecruiting & transitionsComplianceFinancial planning software
85
PATHSTONE grew from 342 to 365 advisory reps. IAPD ↗
$110.30B RAUM · 365 reps · 201-944-7284
CRMRecruiting & transitionsComplianceFinancial planning software
85
STRATOS WEALTH PARTNERS, LTD grew from 325 to 352 advisory reps. IAPD ↗
$18.65B RAUM · 352 reps · 440-519-2500 · rileyecholswealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ASHTON THOMAS PRIVATE WEALTH grew from 35 to 63 advisory reps. IAPD ↗
$6.01B RAUM · 63 reps · 602-732-4745
CRMRecruiting & transitionsComplianceFinancial planning software
85
ALPHASTAR CAPITAL MANAGEMENT grew from 109 to 130 advisory reps. IAPD ↗
$2.50B RAUM · 130 reps · 855-340-2514 · alphastarcm.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
RFG ADVISORY, LLC grew from 135 to 162 advisory reps. IAPD ↗
$6.81B RAUM · 162 reps · 205-397-2450
CRMRecruiting & transitionsComplianceFinancial planning software
85
ICONIQ CAPITAL, LLC grew from 136 to 158 advisory reps. IAPD ↗
$117.53B RAUM · 158 reps · 415-967-7763
CRMRecruiting & transitionsComplianceFinancial planning software
85
TIDAL INVESTMENTS LLC grew from 19 to 50 advisory reps. IAPD ↗
$45.83B RAUM · 50 reps · 855-843-2534
CRMRecruiting & transitionsComplianceFinancial planning software
85
MUTUAL ADVISORS, LLC grew from 123 to 158 advisory reps. IAPD ↗
$8.55B RAUM · 158 reps · 307-439-6357 · purplecloverwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
NORTHROCK PARTNERS, LLC grew from 50 to 91 advisory reps. IAPD ↗
$12.19B RAUM · 91 reps · (612) 367-8800
CRMRecruiting & transitionsComplianceFinancial planning software
85
INDEPENDENT ADVISOR ALLIANCE, LLC grew from 219 to 247 advisory reps. IAPD ↗
$17.23B RAUM · 247 reps · 888.430.1555 · bryantandbolick.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
APELLA WEALTH grew from 68 to 93 advisory reps. IAPD ↗
$9.78B RAUM · 93 reps · 860.785.2260
CRMRecruiting & transitionsComplianceFinancial planning software
85
NEWEDGE ADVISORS grew from 465 to 515 advisory reps. IAPD ↗
$43.21B RAUM · 515 reps · 504-459-4391 · pilgreenwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
COMPOUND PLANNING, INC. grew from 48 to 76 advisory reps. IAPD ↗
$4.85B RAUM · 76 reps · 888-533-9364 · compoundplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
WEALTHCARE ADVISORY PARTNERS LLC grew from 154 to 173 advisory reps. IAPD ↗
$8.29B RAUM · 173 reps · 804.644.4711 · janetbarrcfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
THE WEALTH CONSULTING GROUP grew from 115 to 131 advisory reps. IAPD ↗
$6.28B RAUM · 131 reps · 702-263-1919
CRMRecruiting & transitionsComplianceFinancial planning software
85
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC grew from 208 to 233 advisory reps. IAPD ↗
$30.51B RAUM · 233 reps · 203-752-4502 · kofcassetadvisors.org
CRMRecruiting & transitionsComplianceFinancial planning software
85
FOUNDATIONS INVESTMENT ADVISORS LLC grew from 229 to 289 advisory reps. IAPD ↗
$10.10B RAUM · 289 reps · 480-626-2979 · fiwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CAPTRUST grew from 816 to 885 advisory reps. IAPD ↗
$1236.70B RAUM · 885 reps · 919-870-6822
CRMRecruiting & transitionsComplianceFinancial planning software
85
WORLD INVESTMENT ADVISORS, LLC grew from 156 to 471 advisory reps. IAPD ↗
$71.64B RAUM · 471 reps · 800-833-1862
CRMRecruiting & transitionsComplianceFinancial planning software
85
LIDO grew from 200 to 235 advisory reps. IAPD ↗
$42.50B RAUM · 235 reps · 800-301-5496 · lidoadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BANKERS LIFE ADVISORY SERVICES, INC. grew from 384 to 433 advisory reps. IAPD ↗
$2.49B RAUM · 433 reps · 844-553-9083 · bankerslife.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
KESTRA ADVISORY SERVICES, LLC grew from 1299 to 1359 advisory reps. IAPD ↗
$79.80B RAUM · 1359 reps · 8445537872
CRMRecruiting & transitionsComplianceFinancial planning software
85
SAGESPRING WEALTH PARTNERS grew from 75 to 100 advisory reps. IAPD ↗
$8.49B RAUM · 100 reps · 615-861-6100
CRMRecruiting & transitionsComplianceFinancial planning software
85
ONEASCENT FINANCIAL SERVICES LLC grew from 57 to 74 advisory reps. IAPD ↗
$3.54B RAUM · 74 reps · 205-313-9142 · loneoakfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
INTEGRATED WEALTH CONCEPTS LLC grew from 452 to 491 advisory reps. IAPD ↗
$18.92B RAUM · 491 reps · (781) 890-3045
CRMRecruiting & transitionsComplianceFinancial planning software
85
EVERSOURCE WEALTH ADVISORS, LLC grew from 40 to 76 advisory reps. IAPD ↗
$5.10B RAUM · 76 reps · 205-982-5515 · reinholdfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PROCYON grew from 34 to 49 advisory reps. IAPD ↗
$9.20B RAUM · 49 reps · (475) 232-2704
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRIME CAPITAL FINANCIAL grew from 245 to 266 advisory reps. IAPD ↗
$39.14B RAUM · 266 reps · (800) 493-6226
CRMRecruiting & transitionsComplianceFinancial planning software
85
INTEGRITY ADVISORY SOLUTIONS grew from 90 to 108 advisory reps. IAPD ↗
$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
ROCKEFELLER CAPITAL MANAGEMENT grew from 748 to 815 advisory reps. IAPD ↗
$99.60B RAUM · 815 reps · 212-549-5100
CRMRecruiting & transitionsComplianceFinancial planning software
85
ROCKEFELLER CAPITAL MANAGEMENT grew from 157 to 372 advisory reps. IAPD ↗
$36.76B RAUM · 372 reps · 212-549-5100 · rockco.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PRINCIPAL ADVISED SERVICES grew from 215 to 230 advisory reps. IAPD ↗
$1.42B RAUM · 230 reps · 866-412-0770
CRMRecruiting & transitionsComplianceFinancial planning software
85
SUMMIT FINANCIAL, LLC grew from 139 to 216 advisory reps. IAPD ↗
$22.47B RAUM · 216 reps · 973-285-3600 · lbellwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
KINTRA WEALTH, LLC grew from 7 to 28 advisory reps. IAPD ↗
$1.50B RAUM · 28 reps · 570-601-6960 · evergreenwealthsolutions.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
INSPIRE ADVISORS, LLC grew from 46 to 63 advisory reps. IAPD ↗
$1.33B RAUM · 63 reps · 877-859-6383 · inspireadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
SIGNAL ADVISORS WEALTH, LLC grew from 10 to 37 advisory reps. IAPD ↗
$1.69B RAUM · 37 reps · 1-866-774-4625
CRMRecruiting & transitionsComplianceFinancial planning software
85
IEQ CAPITAL, LLC grew from 140 to 193 advisory reps. IAPD ↗
$56.77B RAUM · 193 reps · 650-581-9807 · ieqcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
THE AMERIFLEX GROUP grew from 166 to 181 advisory reps. IAPD ↗
$9.66B RAUM · 181 reps · (702) 987-9730 · ameriflex.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
NEW EDGE WEALTH grew from 70 to 99 advisory reps. IAPD ↗
$19.93B RAUM · 99 reps · 2034242262
CRMRecruiting & transitionsComplianceFinancial planning software
85
HUB INVESTMENT PARTNERS, LLC grew from 80 to 103 advisory reps. IAPD ↗
$11.88B RAUM · 103 reps · 512-600-5390 · fullsuitewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
CW ADVISORS, LLC grew from 62 to 89 advisory reps. IAPD ↗
$15.22B RAUM · 89 reps · (617) 428-7600 · cwadvisorsgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
IMPACT PARTNERSHIP WEALTH, LLC grew from 72 to 89 advisory reps. IAPD ↗
$2.96B RAUM · 89 reps · 800-380-5040
CRMRecruiting & transitionsComplianceFinancial planning software
85
THE ASCENT GROUP, LLC grew from 4 to 19 advisory reps. IAPD ↗
$4.76B RAUM · 19 reps · 757-499-8300 · aleragroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
HB WEALTH grew from 95 to 152 advisory reps. IAPD ↗
$30.16B RAUM · 152 reps · 404-264-1400
CRMRecruiting & transitionsComplianceFinancial planning software
85
SAVVY grew from 52 to 101 advisory reps. IAPD ↗
$5.00B RAUM · 101 reps · 833-745-6789 · savvywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
VESTGEN ADVISORS, LLC grew from 30 to 58 advisory reps. IAPD ↗
$6.67B RAUM · 58 reps · 312-237-4446 · vestgen.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
BUCK WEALTH STRATEGIES, LLC grew from 20 to 39 advisory reps. IAPD ↗
$1.64B RAUM · 39 reps · 888-210-6567
CRMRecruiting & transitionsComplianceFinancial planning software
85
GATEWAY WEALTH PARTNERS, LLC grew from 66 to 83 advisory reps. IAPD ↗
$2.28B RAUM · 83 reps · (920) 731-9293
CRMRecruiting & transitionsComplianceFinancial planning software
85
UPTICK PARTNERS, LLC grew from 7 to 25 advisory reps. IAPD ↗
$1.06B RAUM · 25 reps · (936) 800-0800
CRMRecruiting & transitionsComplianceFinancial planning software
85
MODERN WEALTH MANAGEMENT, LLC grew from 54 to 102 advisory reps. IAPD ↗
$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site
CRMRecruiting & transitionsComplianceFinancial planning software
85
DIVERSIFY ADVISORY SERVICES, LLC grew from 94 to 110 advisory reps. IAPD ↗
$4.65B RAUM · 110 reps · 801-890.7577 · animascapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
TRIAD WEALTH PARTNERS, LLC grew from 13 to 33 advisory reps. IAPD ↗
$1.53B RAUM · 33 reps · 785-830-0000
CRMRecruiting & transitionsComplianceFinancial planning software
85
GC WEALTH MANAGEMENT RIA, LLC grew from 17 to 34 advisory reps. IAPD ↗
$5.83B RAUM · 34 reps · 617-234-7000 · generalcatalyst.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
DIVERSIFY WEALTH MANAGEMENT, LLC grew from 48 to 70 advisory reps. IAPD ↗
$4.11B RAUM · 70 reps · 801-838-9999 · caliberwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
85
PITCAIRN grew from 2 to 37 advisory reps. IAPD ↗
$5.87B RAUM · 37 reps · 215-881-6144
CRMRecruiting & transitionsComplianceFinancial planning software
84
1834 INVESTMENT ADVISORS CO. grew from 16 to 30 advisory reps. IAPD ↗
$2.20B RAUM · 30 reps · (414) 615-1012 · 1834investmentadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
MEEDER ASSET MANAGEMENT, INC. grew from 19 to 33 advisory reps. IAPD ↗
$3.33B RAUM · 33 reps · 866-633-3371
CRMRecruiting & transitionsComplianceFinancial planning software
84
TRANSAMERICA RETIREMENT ADVISORS, LLC grew from 159 to 173 advisory reps. IAPD ↗
$18.83B RAUM · 173 reps · 866-368-0566 · transamerica.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
ALLWORTH FINANCIAL, L.P. grew from 151 to 165 advisory reps. IAPD ↗
$33.55B RAUM · 165 reps · 916-482-2196 · sheaffbrock.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED grew from 436 to 450 advisory reps. IAPD ↗
$18.92B RAUM · 450 reps · 314-726-1600
CRMRecruiting & transitionsComplianceFinancial planning software
84
BTG PACTUAL ASSET MANAGEMENT US , LLC grew from 94 to 108 advisory reps. IAPD ↗
$30.11B RAUM · 108 reps · 212-293-4600
CRMRecruiting & transitionsComplianceFinancial planning software
84
THE PINNACLE FINANCIAL GROUP grew from 40 to 54 advisory reps. IAPD ↗
$1.38B RAUM · 54 reps · 516-763-9700
CRMRecruiting & transitionsComplianceFinancial planning software
84
ALERA INVESTMENT ADVISORS, LLC grew from 53 to 67 advisory reps. IAPD ↗
$5.29B RAUM · 67 reps · (847) 457-3000 · aleragroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
PTMA INVESTMENT ADVISORS grew from 67 to 81 advisory reps. IAPD ↗
$30.59B RAUM · 81 reps · 630-657-6400 · pmanetwork.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
THE BALDWIN GROUP WEALTH ADVISORS, LLC grew from 36 to 50 advisory reps. IAPD ↗
$27.28B RAUM · 50 reps · 813-934-2743 · baldwin.com
CRMRecruiting & transitionsComplianceFinancial planning software
84
ASCENTIS INDEPENDENT ADVISORS, LLC grew from 25 to 39 advisory reps. IAPD ↗
$2.09B RAUM · 39 reps · 866-273-1563 · marshallwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
ONEAMERICA SECURITIES, INC. grew from 289 to 306 advisory reps. IAPD ↗
$306.1M RAUM · 306 reps · 877-285-3863 · oneamericasecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
W&S BROKERAGE SERVICES, INC. grew from 67 to 86 advisory reps. IAPD ↗
$257.2M RAUM · 86 reps · 800-257-2135
CRMRecruiting & transitionsComplianceFinancial planning software
83
PRINCIPAL ASSET MANAGEMENT grew from 324 to 337 advisory reps. IAPD ↗
$427.71B RAUM · 337 reps · 800-787-1621
CRMRecruiting & transitionsComplianceFinancial planning software
83
MWA FINANCIAL SERVICES, INC. grew from 134 to 164 advisory reps. IAPD ↗
$640.0M RAUM · 164 reps · 309-558-3100
CRMRecruiting & transitionsComplianceFinancial planning software
83
SAX WEALTH ADVISORS, LLC grew from 24 to 37 advisory reps. IAPD ↗
$3.60B RAUM · 37 reps · 973-859-2199
CRMRecruiting & transitionsComplianceFinancial planning software
83
AMERICAN INDEPENDENT SECURITIES GROUP, LLC grew from 34 to 49 advisory reps. IAPD ↗
$986.3M RAUM · 49 reps · 208-489-3131
CRMRecruiting & transitionsComplianceFinancial planning software
83
CORE PLANNING grew from 32 to 61 advisory reps. IAPD ↗
$525.0M RAUM · 61 reps · 636-734-7507 · corepln.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
KESTRA PRIVATE WEALTH SERVICES, LLC grew from 198 to 211 advisory reps. IAPD ↗
$13.45B RAUM · 211 reps · 844-553-7872
CRMRecruiting & transitionsComplianceFinancial planning software
83
GLOBAL VIEW CAPITAL MANAGEMENT LLC grew from 85 to 107 advisory reps. IAPD ↗
$775.2M RAUM · 107 reps · 262-650-1030
CRMRecruiting & transitionsComplianceFinancial planning software
83
CORECAP ADVISORS grew from 97 to 110 advisory reps. IAPD ↗
$3.99B RAUM · 110 reps · 888-296-3360 · romainfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
VESTMARK ADVISORY SOLUTIONS, INC. grew from 12 to 25 advisory reps. IAPD ↗
$49.85B RAUM · 25 reps · 888-355-0477 · vestmark.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
AE WEALTH MANAGEMENT, LLC grew from 435 to 448 advisory reps. IAPD ↗
$49.84B RAUM · 448 reps · 866-363-9595
CRMRecruiting & transitionsComplianceFinancial planning software
83
XYPN INVEST grew from 34 to 51 advisory reps. IAPD ↗
$881.5M RAUM · 51 reps · (360) 301-7579 · onyxfn.com
CRMRecruiting & transitionsComplianceFinancial planning software
83
FLORIDA FINANCIAL ADVISORS, LLC grew from 457 to 667 advisory reps. IAPD ↗
$456.1M RAUM · 667 reps · (813) 333-1683
CRMRecruiting & transitionsComplianceFinancial planning software
83
VICTORY FINANCIAL grew from 34 to 47 advisory reps. IAPD ↗
$1.34B RAUM · 47 reps · (512) 763-7671 · steadfastwealthplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
DAVENPORT & COMPANY LLC grew from 216 to 228 advisory reps. IAPD ↗
$24.70B RAUM · 228 reps · 804-780-2000
CRMRecruiting & transitionsComplianceFinancial planning software
82
WESBANCO SECURITIES, INC. grew from 28 to 42 advisory reps. IAPD ↗
$285.9M RAUM · 42 reps · 8003683369
CRMRecruiting & transitionsComplianceFinancial planning software
82
T. ROWE PRICE ASSOCIATES, INC. grew from 533 to 545 advisory reps. IAPD ↗
$2196.45B RAUM · 545 reps · 410-345-2000 · troweprice.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
MORGAN STANLEY AIP GP LP grew from 157 to 169 advisory reps. IAPD ↗
$40.85B RAUM · 169 reps · 610-260-7600 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
MCF ADVISORS, LLC grew from 18 to 30 advisory reps. IAPD ↗
$4.68B RAUM · 30 reps · 859-967-0999
CRMRecruiting & transitionsComplianceFinancial planning software
82
BIP WEALTH, LLC grew from 36 to 48 advisory reps. IAPD ↗
$5.29B RAUM · 48 reps · 404-495-5230 · prehmusfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
SOLTIS INVESTMENT ADVISORS, LLC grew from 51 to 63 advisory reps. IAPD ↗
$12.04B RAUM · 63 reps · 435-674-1600 · soltisadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
82
FIDUCIARY FINANCIAL ADVISORS grew from 38 to 50 advisory reps. IAPD ↗
$1.33B RAUM · 50 reps · 616-622-3062
CRMRecruiting & transitionsComplianceFinancial planning software
82
CYNDEO WEALTH PARTNERS grew from 15 to 27 advisory reps. IAPD ↗
$3.15B RAUM · 27 reps · (727) 472-3700 · cyndeowp.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
OAKTREE CAPITAL MANAGEMENT, L.P. grew from 271 to 282 advisory reps. IAPD ↗
$183.29B RAUM · 282 reps · 213-830-6300
CRMRecruiting & transitionsComplianceFinancial planning software
81
LARSON FINANCIAL GROUP, LLC grew from 57 to 68 advisory reps. IAPD ↗
$5.48B RAUM · 68 reps · 866.569.2450
CRMRecruiting & transitionsComplianceFinancial planning software
81
CAPITAL INVESTMENT ADVISORY SERVICES, LLC grew from 76 to 87 advisory reps. IAPD ↗
$2.39B RAUM · 87 reps · 919-831-2370 · capital-invest.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
CORNERSTONE WEALTH MANAGEMENT, LLC grew from 91 to 102 advisory reps. IAPD ↗
$4.93B RAUM · 102 reps · (314) 394-1670
CRMRecruiting & transitionsComplianceFinancial planning software
81
NICOLET WEALTH MANAGEMENT grew from 34 to 45 advisory reps. IAPD ↗
$4.29B RAUM · 45 reps · 920-430-1400 · nicoletbank.com
CRMRecruiting & transitionsComplianceFinancial planning software
81
DAKOTA WEALTH, LLC grew from 50 to 61 advisory reps. IAPD ↗
$6.94B RAUM · 61 reps · (561) 774-8101 · dakotawm.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
CHARLES SCHWAB & CO., INC. grew from 3692 to 4127 advisory reps. IAPD ↗
$0 RAUM · 4127 reps · 415-667-7000
CRMRecruiting & transitionsComplianceFinancial planning software
80
KAYNE ANDERSON CAPITAL ADVISORS, L.P. grew from 132 to 142 advisory reps. IAPD ↗
$34.11B RAUM · 142 reps · 310-282-7900
CRMRecruiting & transitionsComplianceFinancial planning software
80
WEALTHSPIRE ADVISORS grew from 185 to 195 advisory reps. IAPD ↗
$29.36B RAUM · 195 reps · (212) 973-1200
CRMRecruiting & transitionsComplianceFinancial planning software
80
CIBC PRIVATE WEALTH ADVISORS, INC. grew from 210 to 220 advisory reps. IAPD ↗
$67.84B RAUM · 220 reps · 312-368-7700 · vimeo.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
BEAM WEALTH ADVISORS, INC. grew from 17 to 27 advisory reps. IAPD ↗
$1.60B RAUM · 27 reps · 985-893-1440 · beamwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
JOHNSON WEALTH INC. grew from 61 to 71 advisory reps. IAPD ↗
$10.35B RAUM · 71 reps · 414-291-4500 · johnsonfinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
EMERSON EQUITY LLC grew from 72 to 84 advisory reps. IAPD ↗
$321.7M RAUM · 84 reps · 650-312-0200 · emersonequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
PERIGON WEALTH MANAGEMENT, LLC grew from 82 to 92 advisory reps. IAPD ↗
$11.29B RAUM · 92 reps · (877) 977-2555
CRMRecruiting & transitionsComplianceFinancial planning software
80
ALIGHT FINANCIAL ADVISORS, LLC grew from 50 to 60 advisory reps. IAPD ↗
$35.05B RAUM · 60 reps · 866-560-7256 · alightfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
SCHWAB WEALTH ADVISORY, INC. grew from 987 to 1375 advisory reps. IAPD ↗
$0 RAUM · 1375 reps · 415-667-7000
CRMRecruiting & transitionsComplianceFinancial planning software
80
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC grew from 5 to 15 advisory reps. IAPD ↗
$2.69B RAUM · 15 reps · (901) 435-4250
CRMRecruiting & transitionsComplianceFinancial planning software
80
GIBBS WEALTH MANAGEMENT, LLC grew from 49 to 59 advisory reps. IAPD ↗
$1.06B RAUM · 59 reps · 678-694-8770 · tfswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
55IP grew from 75 to 85 advisory reps. IAPD ↗
$36.74B RAUM · 85 reps · 617-960-9559 · 55-ip.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
FBL WEALTH MANAGEMENT, LLC grew from 138 to 170 advisory reps. IAPD ↗
$9.2M RAUM · 170 reps · 515-225-5400 · fbfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
BULL HARBOR CAPITAL LLC. grew from 16 to 28 advisory reps. IAPD ↗
$354.8M RAUM · 28 reps · 804-965-5408 · bullharborcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
CRUSONIA WEALTH ADVISORS LLC grew from 4 to 14 advisory reps. IAPD ↗
$1.18B RAUM · 14 reps · 303-810-6366 · advisorfind.com
CRMRecruiting & transitionsComplianceFinancial planning software
80
INDIVISIBLE PARTNERS grew from 3 to 13 advisory reps. IAPD ↗
$1.55B RAUM · 13 reps · 732-306-5490 · linkedin.company
CRMRecruiting & transitionsComplianceFinancial planning software
79
METROPOLITAN WEST ASSET MANAGEMENT LLC grew from 77 to 86 advisory reps. IAPD ↗
$78.52B RAUM · 86 reps · 213-244-0000 · tcw.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
JANUS HENDERSON INVESTORS grew from 143 to 152 advisory reps. IAPD ↗
$380.43B RAUM · 152 reps · (303) 333 3863 · bsky.app
CRMRecruiting & transitionsComplianceFinancial planning software
79
LASALLE ST. INVESTMENT ADVISORS, L.L.C. grew from 137 to 146 advisory reps. IAPD ↗
$5.74B RAUM · 146 reps · 630-600-0500
CRMRecruiting & transitionsComplianceFinancial planning software
79
SPC grew from 462 to 471 advisory reps. IAPD ↗
$6.10B RAUM · 471 reps · 734-663-1611
CRMRecruiting & transitionsComplianceFinancial planning software
79
ONE CAPITAL MANAGEMENT, LLC grew from 46 to 55 advisory reps. IAPD ↗
$8.53B RAUM · 55 reps · 805.409.8150 · fundxetfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
SILVERCREST ASSET MANAGEMENT GROUP LLC grew from 83 to 92 advisory reps. IAPD ↗
$28.33B RAUM · 92 reps · 212-649-0600
CRMRecruiting & transitionsComplianceFinancial planning software
79
FOUNDERS FINANCIAL SECURITIES, LLC grew from 92 to 101 advisory reps. IAPD ↗
$4.14B RAUM · 101 reps · 410-308-9988 · dreambridgeplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
ADVOCACY WEALTH MANAGEMENT, LLC grew from 17 to 26 advisory reps. IAPD ↗
$3.24B RAUM · 26 reps · 404.836.7141 · advocacywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
OFFIT CAPITAL grew from 46 to 55 advisory reps. IAPD ↗
$20.60B RAUM · 55 reps · 212-588-3240 · offitcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
LANTERN WEALTH ADVISORS, LLC grew from 15 to 26 advisory reps. IAPD ↗
$319.9M RAUM · 26 reps · 631-454-2000 · lanternwa.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
KRILOGY grew from 56 to 65 advisory reps. IAPD ↗
$5.20B RAUM · 65 reps · 314-884-2800
CRMRecruiting & transitionsComplianceFinancial planning software
79
CAPITAL INVESTMENT ADVISORS, LLC grew from 46 to 55 advisory reps. IAPD ↗
$8.21B RAUM · 55 reps · 404-531-0018
CRMRecruiting & transitionsComplianceFinancial planning software
79
ROTHSCHILD WEALTH LLC grew from 14 to 23 advisory reps. IAPD ↗
$1.70B RAUM · 23 reps · 630-448-5711
CRMRecruiting & transitionsComplianceFinancial planning software
79
BRYN MAWR TRUST ADVISORS, LLC grew from 46 to 55 advisory reps. IAPD ↗
$3.51B RAUM · 55 reps · 215.731.1820 · bmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
TOWNSQUARE CAPITAL, LLC grew from 8 to 17 advisory reps. IAPD ↗
$18.07B RAUM · 17 reps · 385-375-8650 · townsquarecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
BLUEPRINT FINANCIAL ADVISORS grew from 17 to 28 advisory reps. IAPD ↗
$966.6M RAUM · 28 reps · 844-200-2568 · fulcrumwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
MARIDEA WEALTH MANAGEMENT grew from 15 to 26 advisory reps. IAPD ↗
$958.7M RAUM · 26 reps · 347-289-5227 · marideawealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
PARKWOODS WEALTH PARTNERS, LLC grew from 3 to 14 advisory reps. IAPD ↗
$961.9M RAUM · 14 reps · (877) 278-2716 · parkwoodswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
79
SANTA BARBARA MANAGEMENT grew from 6 to 17 advisory reps. IAPD ↗
$530.2M RAUM · 17 reps · 734-604-9891 · santabarbaramanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
WILMINGTON TRUST INVESTMENT MANAGEMENT grew from 17 to 30 advisory reps. IAPD ↗
$140.8M RAUM · 30 reps · (646) 531-7248
CRMRecruiting & transitionsComplianceFinancial planning software
78
CALAMOS ADVISORS LLC grew from 106 to 114 advisory reps. IAPD ↗
$43.89B RAUM · 114 reps · 630-245-7200
CRMRecruiting & transitionsComplianceFinancial planning software
78
SYM FINANCIAL ADVISORS grew from 41 to 49 advisory reps. IAPD ↗
$5.81B RAUM · 49 reps · 800-888-7968
CRMRecruiting & transitionsComplianceFinancial planning software
78
MIO PARTNERS, INC. grew from 58 to 66 advisory reps. IAPD ↗
$59.59B RAUM · 66 reps · 212-203-4000 · miopartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
TLG ADVISORS, INC. grew from 147 to 155 advisory reps. IAPD ↗
$2.30B RAUM · 155 reps · 888-371-0013
CRMRecruiting & transitionsComplianceFinancial planning software
78
ABRDN INC. grew from 47 to 55 advisory reps. IAPD ↗
$41.48B RAUM · 55 reps · 215-405-5700 · aberdeeninvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
PLANTE MORAN FINANCIAL ADVISORS grew from 138 to 146 advisory reps. IAPD ↗
$25.12B RAUM · 146 reps · 248-352-2500
CRMRecruiting & transitionsComplianceFinancial planning software
78
REGAL INVESTMENT ADVISORS LLC grew from 110 to 118 advisory reps. IAPD ↗
$2.88B RAUM · 118 reps · 616-224-2204 · regal-lionshare.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
VALEO FINANCIAL ADVISORS, LLC grew from 111 to 119 advisory reps. IAPD ↗
$12.96B RAUM · 119 reps · 317.218.6000
CRMRecruiting & transitionsComplianceFinancial planning software
78
APRIO WEALTH MANAGEMENT, LLC grew from 24 to 32 advisory reps. IAPD ↗
$4.15B RAUM · 32 reps · 404-892-9651 · wealth.aprio.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
ASPIRIANT, LLC grew from 97 to 105 advisory reps. IAPD ↗
$18.05B RAUM · 105 reps · 310-806-4000
CRMRecruiting & transitionsComplianceFinancial planning software
78
SNOWDEN CAPITAL ADVISORS LLC grew from 97 to 105 advisory reps. IAPD ↗
$8.87B RAUM · 105 reps · 646-218-9760
CRMRecruiting & transitionsComplianceFinancial planning software
78
TRAJAN WEALTH, L.L.C. grew from 38 to 46 advisory reps. IAPD ↗
$2.60B RAUM · 46 reps · 480-990-3300
CRMRecruiting & transitionsComplianceFinancial planning software
78
ARCHFORD CAPITAL STRATEGIES, LLC grew from 8 to 16 advisory reps. IAPD ↗
$1.49B RAUM · 16 reps · 618-416-7085
CRMRecruiting & transitionsComplianceFinancial planning software
78
GLOBAL RETIREMENT PARTNERS LLC grew from 434 to 442 advisory reps. IAPD ↗
$169.58B RAUM · 442 reps · 415-526-2753
CRMRecruiting & transitionsComplianceFinancial planning software
78
CHEQUERS FINANCIAL MANAGEMENT LLC grew from 5 to 13 advisory reps. IAPD ↗
$1.31B RAUM · 13 reps · 415-964-5001
CRMRecruiting & transitionsComplianceFinancial planning software
78
1900 WEALTH grew from 12 to 20 advisory reps. IAPD ↗
$3.07B RAUM · 20 reps · 210-736-7770 · jeffersonbank.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
QUANTINNO CAPITAL MANAGEMENT LP grew from 5 to 13 advisory reps. IAPD ↗
$60.91B RAUM · 13 reps · (212) 812-8471
CRMRecruiting & transitionsComplianceFinancial planning software
78
AMERICANA PARTNERS, LLC grew from 26 to 34 advisory reps. IAPD ↗
$9.10B RAUM · 34 reps · 713-429-5552 · americanapartners.podbean.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC grew from 93 to 101 advisory reps. IAPD ↗
$9.38B RAUM · 101 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
78
F/M INVESTMENTS LLC grew from 38 to 46 advisory reps. IAPD ↗
$17.74B RAUM · 46 reps · 202-839-4910
CRMRecruiting & transitionsComplianceFinancial planning software
78
QRG CAPITAL MANAGEMENT, INC. grew from 4 to 12 advisory reps. IAPD ↗
$11.41B RAUM · 12 reps · 312-827-2800
CRMRecruiting & transitionsComplianceFinancial planning software
78
ONEPOINT BFG WEALTH PARTNERS grew from 96 to 104 advisory reps. IAPD ↗
$15.13B RAUM · 104 reps · (973) 575-4180
CRMRecruiting & transitionsComplianceFinancial planning software
78
UNITED ADVISOR GROUP grew from 43 to 51 advisory reps. IAPD ↗
$1.43B RAUM · 51 reps · 888-242-4912 · orcuttfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
SAPIENT CAPITAL LLC grew from 22 to 30 advisory reps. IAPD ↗
$13.76B RAUM · 30 reps · (317) 719-0157 · sapientcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
DIGITAL WEALTH PARTNERS grew from 7 to 17 advisory reps. IAPD ↗
$555.1M RAUM · 17 reps · 307-396-0295
CRMRecruiting & transitionsComplianceFinancial planning software
78
A&M PRIVATE WEALTH PARTNERS, LLC grew from 15 to 23 advisory reps. IAPD ↗
$1.83B RAUM · 23 reps · 561-268-0900 · ampwp.com
CRMRecruiting & transitionsComplianceFinancial planning software
78
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC grew from 2 to 10 advisory reps. IAPD ↗
$3.21B RAUM · 10 reps · 215-220-6651 · podcastaddict.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
MARQUETTE ASSOCIATES, INC. grew from 57 to 64 advisory reps. IAPD ↗
$47.06B RAUM · 64 reps · 312-527-5500
CRMRecruiting & transitionsComplianceFinancial planning software
77
BOYD WATTERSON ASSET MANAGEMENT, LLC grew from 44 to 51 advisory reps. IAPD ↗
$18.81B RAUM · 51 reps · 216-771-3450 · boydwatterson.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
GRIMES & COMPANY grew from 29 to 36 advisory reps. IAPD ↗
$6.30B RAUM · 36 reps · 508-366-3883
CRMRecruiting & transitionsComplianceFinancial planning software
77
SLC MANAGEMENT grew from 101 to 108 advisory reps. IAPD ↗
$76.41B RAUM · 108 reps · 781-446-1903 · slcmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
SOWELL MANAGEMENT grew from 87 to 94 advisory reps. IAPD ↗
$4.81B RAUM · 94 reps · 501-219-2434 · reaganholloway.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
PNC WEALTH MANAGEMENT grew from 818 to 825 advisory reps. IAPD ↗
$30.27B RAUM · 825 reps · 800-762-6111
CRMRecruiting & transitionsComplianceFinancial planning software
77
J. SAFRA ASSET MANAGEMENT CORPORATION grew from 6 to 13 advisory reps. IAPD ↗
$6.26B RAUM · 13 reps · 212-704-5553
CRMRecruiting & transitionsComplianceFinancial planning software
77
WATERLOO CAPITAL grew from 37 to 44 advisory reps. IAPD ↗
$2.26B RAUM · 44 reps · 512-777-5900 · elementconsultants.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
METLIFE INVESTMENT MANAGEMENT, LLC grew from 688 to 695 advisory reps. IAPD ↗
$563.78B RAUM · 695 reps · 973-355-4000 · investments.metlife.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
FORUM FINANCIAL MANAGEMENT, LP grew from 87 to 94 advisory reps. IAPD ↗
$8.69B RAUM · 94 reps · (630) 873-8520
CRMRecruiting & transitionsComplianceFinancial planning software
77
JACOBI CAPITAL MANAGEMENT, LLC grew from 24 to 31 advisory reps. IAPD ↗
$2.64B RAUM · 31 reps · 570-826-1801
CRMRecruiting & transitionsComplianceFinancial planning software
77
EVERCORE WEALTH MANAGEMENT, LLC grew from 61 to 68 advisory reps. IAPD ↗
$15.52B RAUM · 68 reps · 212-822-7620
CRMRecruiting & transitionsComplianceFinancial planning software
77
VERUS CAPITAL PARTNERS, LLC grew from 38 to 45 advisory reps. IAPD ↗
$2.29B RAUM · 45 reps · 480-990-3719 · veruscapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
KAWA CAPITAL MANAGEMENT, INC. grew from 16 to 23 advisory reps. IAPD ↗
$2.82B RAUM · 23 reps · 305-560-5200
CRMRecruiting & transitionsComplianceFinancial planning software
77
ANGELES WEALTH MANAGEMENT, LLC grew from 6 to 13 advisory reps. IAPD ↗
$2.81B RAUM · 13 reps · 310-393-6300 · angeleswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
APTUS CAPITAL ADVISORS, LLC grew from 19 to 26 advisory reps. IAPD ↗
$14.14B RAUM · 26 reps · 251-517-7198 · aptuscapitaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
VISIONARY WEALTH ADVISORS, LLC grew from 44 to 51 advisory reps. IAPD ↗
$3.54B RAUM · 51 reps · 314-764-2727
CRMRecruiting & transitionsComplianceFinancial planning software
77
SPIDERROCK ADVISORS, LLC grew from 36 to 43 advisory reps. IAPD ↗
$9.83B RAUM · 43 reps · (312) 847-0300 · spiderrockadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
WESTERN WEALTH MANAGEMENT LLC grew from 88 to 95 advisory reps. IAPD ↗
$5.36B RAUM · 95 reps · 3033932404 · durableadvisor.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
PINEBRIDGE INVESTMENTS LLC grew from 115 to 122 advisory reps. IAPD ↗
$76.73B RAUM · 122 reps · (646) 857-8000
CRMRecruiting & transitionsComplianceFinancial planning software
77
CBIZ INVESTMENT ADVISORY SERVICES, LLC grew from 80 to 87 advisory reps. IAPD ↗
$12.76B RAUM · 87 reps · 216-447-9000
CRMRecruiting & transitionsComplianceFinancial planning software
77
FROST INVESTMENT SERVICES grew from 104 to 111 advisory reps. IAPD ↗
$3.67B RAUM · 111 reps · 210.220.5000
CRMRecruiting & transitionsComplianceFinancial planning software
77
JORDAN PARK GROUP LLC grew from 92 to 99 advisory reps. IAPD ↗
$23.26B RAUM · 99 reps · (415) 417-3000
CRMRecruiting & transitionsComplianceFinancial planning software
77
MARINER INDEPENDENT grew from 99 to 106 advisory reps. IAPD ↗
$7.34B RAUM · 106 reps · 913-904-5700
CRMRecruiting & transitionsComplianceFinancial planning software
77
VELA INVESTMENT MANAGEMENT, LLC grew from 14 to 23 advisory reps. IAPD ↗
$562.9M RAUM · 23 reps · (614) 653-8352
CRMRecruiting & transitionsComplianceFinancial planning software
77
GDS WEALTH MANAGEMENT grew from 15 to 22 advisory reps. IAPD ↗
$1.81B RAUM · 22 reps · 469-212-8072 · gdswealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
CONCENTRIC grew from 9 to 16 advisory reps. IAPD ↗
$13.91B RAUM · 16 reps · 888-265-2257 · concentricinnovation.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
ENCOMPASS MORE ASSET MANAGEMENT LLC grew from 76 to 85 advisory reps. IAPD ↗
$984.9M RAUM · 85 reps · 925-272-8850 · encompassmore.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
SOVRAN ADVISORS, LLC grew from 53 to 60 advisory reps. IAPD ↗
$1.87B RAUM · 60 reps · 619-281-9890
CRMRecruiting & transitionsComplianceFinancial planning software
77
XCELSIOR ADVISOR PARTNERS LLC grew from 4 to 13 advisory reps. IAPD ↗
$650.7M RAUM · 13 reps · 480-866-8616 · bvprivatewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
77
YOUR IA, LLC grew from 3 to 15 advisory reps. IAPD ↗
$106.6M RAUM · 15 reps · 800-823-0489 · youria.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
SHELTON CAPITAL MANAGEMENT grew from 17 to 23 advisory reps. IAPD ↗
$6.52B RAUM · 23 reps · 800-955-9988
CRMRecruiting & transitionsComplianceFinancial planning software
76
SOUTHEASTERN ASSET MANAGEMENT INC. grew from 8 to 14 advisory reps. IAPD ↗
$3.70B RAUM · 14 reps · 901-761-2474 · southeasternasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
PAYDEN & RYGEL grew from 116 to 122 advisory reps. IAPD ↗
$158.23B RAUM · 122 reps · 213-625-1900 · payden.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
NEPC, LLC grew from 126 to 132 advisory reps. IAPD ↗
$152.72B RAUM · 132 reps · 617-374-1300
CRMRecruiting & transitionsComplianceFinancial planning software
76
GIBRALTAR CAPITAL MANAGEMENT, INC. grew from 12 to 18 advisory reps. IAPD ↗
$1.35B RAUM · 18 reps · (918) 492-4209 · gibraltar-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
SUMMITRY, LLC grew from 14 to 20 advisory reps. IAPD ↗
$3.35B RAUM · 20 reps · 650-212-2240 · summitry.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
WALDRON PRIVATE WEALTH grew from 41 to 47 advisory reps. IAPD ↗
$5.50B RAUM · 47 reps · 412-221-1005
CRMRecruiting & transitionsComplianceFinancial planning software
76
DAI WEALTH, LLC grew from 32 to 40 advisory reps. IAPD ↗
$330.0M RAUM · 40 reps · 404-531-7080 · goodcounselwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
NORTHWEST ASSET MANAGEMENT grew from 38 to 44 advisory reps. IAPD ↗
$4.13B RAUM · 44 reps · 206-838-3680
CRMRecruiting & transitionsComplianceFinancial planning software
76
QUADCAP WEALTH MANAGEMENT, LLC grew from 12 to 18 advisory reps. IAPD ↗
$1.34B RAUM · 18 reps · 972-818-2400 · quadcapwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
MERIDIAN WEALTH MANAGEMENT, LLC grew from 53 to 59 advisory reps. IAPD ↗
$4.98B RAUM · 59 reps · 859-543-4516
CRMRecruiting & transitionsComplianceFinancial planning software
76
ASSET ALLOCATION STRATEGIES, LLC grew from 39 to 45 advisory reps. IAPD ↗
$1.02B RAUM · 45 reps · 248-489-0101
CRMRecruiting & transitionsComplianceFinancial planning software
76
CONNECTICUT WEALTH MANAGEMENT, LLC grew from 40 to 46 advisory reps. IAPD ↗
$4.48B RAUM · 46 reps · 860-470-0290 · vimeo.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
TFO FAMILY OFFICE PARTNERS grew from 41 to 47 advisory reps. IAPD ↗
$5.04B RAUM · 47 reps · 602-466-2611 · tfopartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
TVAMP, LLC grew from 18 to 24 advisory reps. IAPD ↗
$1.19B RAUM · 24 reps · 865-226-9982 · tvamp.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
STEELPEAK WEALTH, LLC grew from 29 to 35 advisory reps. IAPD ↗
$4.15B RAUM · 35 reps · (818) 835-8720 · steelpeak.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
FIRST ADVISORS NATIONAL, LLC grew from 56 to 64 advisory reps. IAPD ↗
$505.9M RAUM · 64 reps · 1-855-326-7427 · danlamb.us
CRMRecruiting & transitionsComplianceFinancial planning software
76
IFG ADVISORY, LLC grew from 80 to 86 advisory reps. IAPD ↗
$4.76B RAUM · 86 reps · 770-353-6400 · cpcllp.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
BCI SECURITIES, INC. grew from 31 to 39 advisory reps. IAPD ↗
$402.2M RAUM · 39 reps · 305-929-5500 · bcisecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
ALASKA WEALTH ADVISORS grew from 10 to 16 advisory reps. IAPD ↗
$1.16B RAUM · 16 reps · 907-272-7575
CRMRecruiting & transitionsComplianceFinancial planning software
76
CREATIVEONE WEALTH, LLC grew from 197 to 203 advisory reps. IAPD ↗
$6.25B RAUM · 203 reps · 913-402-7897 · creativeonewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
BOGART WEALTH, LLC grew from 23 to 29 advisory reps. IAPD ↗
$3.19B RAUM · 29 reps · (703) 570-8651
CRMRecruiting & transitionsComplianceFinancial planning software
76
SIEBERT ADVISORNXT, LLC. grew from 24 to 32 advisory reps. IAPD ↗
$391.5M RAUM · 32 reps · 800-872-0444 · siebertnxt.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
SOVEREIGN FINANCIAL GROUP, INC. grew from 17 to 23 advisory reps. IAPD ↗
$1.08B RAUM · 23 reps · (888) 765-8180
CRMRecruiting & transitionsComplianceFinancial planning software
76
ACCURATE WEALTH MANAGEMENT, LLC grew from 41 to 47 advisory reps. IAPD ↗
$1.71B RAUM · 47 reps · 813-994-0984 · providentwealthllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
WILLIAMS JONES WEALTH MANAGEMENT, LLC grew from 18 to 24 advisory reps. IAPD ↗
$12.47B RAUM · 24 reps · 212-935-8750 · focusfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
76
FIFTH THIRD WEALTH ADVISORS LLC grew from 52 to 58 advisory reps. IAPD ↗
$7.80B RAUM · 58 reps · (513) 268-8380
CRMRecruiting & transitionsComplianceFinancial planning software
76
DIVERSIFIED, LLC grew from 28 to 34 advisory reps. IAPD ↗
$2.79B RAUM · 34 reps · 302-765-3500
CRMRecruiting & transitionsComplianceFinancial planning software
76
STONEBRIDGE FINANCIAL GROUP grew from 1 to 12 advisory reps. IAPD ↗
$0 RAUM · 12 reps · 4154614961 · stonebridgefinancialgrp.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
VOYA RETIREMENT ADVISORS, LLC grew from 116 to 121 advisory reps. IAPD ↗
$37.47B RAUM · 121 reps · (860) 580-2817
CRMRecruiting & transitionsComplianceFinancial planning software
75
MADISON AVENUE SECURITIES, LLC grew from 76 to 81 advisory reps. IAPD ↗
$2.02B RAUM · 81 reps · 888-627-7323 · mas-bd.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SANTANDER SECURITIES grew from 103 to 108 advisory reps. IAPD ↗
$3.14B RAUM · 108 reps · 866-736-6475 · santanderbank.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SEI INVESTMENTS MANAGEMENT CORP grew from 221 to 226 advisory reps. IAPD ↗
$216.43B RAUM · 226 reps · 610-676-1000 · seic.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
GRANTHAM MAYO VAN OTTERLOO & CO LLC grew from 86 to 91 advisory reps. IAPD ↗
$80.97B RAUM · 91 reps · 617-330-7500 · gmo.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. grew from 34 to 39 advisory reps. IAPD ↗
$14.09B RAUM · 39 reps · (212) 905-4100
CRMRecruiting & transitionsComplianceFinancial planning software
75
PPM AMERICA INC grew from 112 to 117 advisory reps. IAPD ↗
$93.79B RAUM · 117 reps · 312-634-2500
CRMRecruiting & transitionsComplianceFinancial planning software
75
ENTRUST GLOBAL PARTNERS LLC grew from 35 to 40 advisory reps. IAPD ↗
$11.82B RAUM · 40 reps · 212-888-1040 · entrustglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PATHWAY CAPITAL MANAGEMENT, LP grew from 83 to 88 advisory reps. IAPD ↗
$97.82B RAUM · 88 reps · 949-622-1000 · pathwaycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
EARNED WEALTH ADVISORS, LLC grew from 28 to 33 advisory reps. IAPD ↗
$3.11B RAUM · 33 reps · 925.939.2500
CRMRecruiting & transitionsComplianceFinancial planning software
75
TA REALTY LLC grew from 83 to 88 advisory reps. IAPD ↗
$1.48B RAUM · 88 reps · (617) 476-2700 · tarealty.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
T. ROWE PRICE ADVISORY SERVICES, INC. grew from 61 to 66 advisory reps. IAPD ↗
$5.90B RAUM · 66 reps · 800-225-5132
CRMRecruiting & transitionsComplianceFinancial planning software
75
CREATIVE FINANCIAL DESIGNS, INC. grew from 150 to 155 advisory reps. IAPD ↗
$2.94B RAUM · 155 reps · 765-453-9600 · creativefinancialdesigns.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC grew from 14 to 19 advisory reps. IAPD ↗
$25.95B RAUM · 19 reps · 617-235-7100
CRMRecruiting & transitionsComplianceFinancial planning software
75
FIRST HEARTLAND CONSULTANTS, INC. grew from 83 to 88 advisory reps. IAPD ↗
$2.09B RAUM · 88 reps · 636-625-0900 · firstheartland.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
IMA ADVISORY SERVICES, INC. grew from 35 to 40 advisory reps. IAPD ↗
$3.90B RAUM · 40 reps · 316-266-6574
CRMRecruiting & transitionsComplianceFinancial planning software
75
AMERANT INVESTMENTS, INC. grew from 15 to 22 advisory reps. IAPD ↗
$782.4M RAUM · 22 reps · 305-460-8599 · amerantinvestments.marstone.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
WILLIS JOHNSON & ASSOCIATES, INC. grew from 16 to 21 advisory reps. IAPD ↗
$1.85B RAUM · 21 reps · 713-439-1200
CRMRecruiting & transitionsComplianceFinancial planning software
75
JFG FAMILY OFFICE grew from 30 to 35 advisory reps. IAPD ↗
$4.53B RAUM · 35 reps · 720-475-1195
CRMRecruiting & transitionsComplianceFinancial planning software
75
CERTUITY, LLC grew from 10 to 15 advisory reps. IAPD ↗
$3.30B RAUM · 15 reps · 561-693-3255 · certuity.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
THE RETIREMENT PLANNING GROUP, LLC grew from 28 to 33 advisory reps. IAPD ↗
$4.16B RAUM · 33 reps · 913-498-8898
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO INVESTMENT MANAGEMENT, L.P. grew from 842 to 912 advisory reps. IAPD ↗institutional
$3.32B RAUM · 912 reps · 212-515-3200 · apollo.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
EHRENKRANZ PARTNERS L.P. grew from 12 to 17 advisory reps. IAPD ↗
$21.54B RAUM · 17 reps · 212-891-8600
CRMRecruiting & transitionsComplianceFinancial planning software
75
GENERAL ATLANTIC SERVICE COMPANY, L.P. grew from 406 to 411 advisory reps. IAPD ↗
$125.26B RAUM · 411 reps · (212) 715-4000 · generalatlantic.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SPROTT ASSET MANAGEMENT USA INC. grew from 30 to 35 advisory reps. IAPD ↗
$10.12B RAUM · 35 reps · 203-656-2400 · sprott.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PINNACLE INVESTMENTS, LLC grew from 50 to 55 advisory reps. IAPD ↗
$1.29B RAUM · 55 reps · 315-251-1101
CRMRecruiting & transitionsComplianceFinancial planning software
75
PARAGON FINANCIAL ADVISORS grew from 9 to 14 advisory reps. IAPD ↗
$1.05B RAUM · 14 reps · 979-693-3907 · paragon-adv.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
AVIOR WEALTH MANAGEMENT, LLC grew from 120 to 125 advisory reps. IAPD ↗
$6.46B RAUM · 125 reps · 402-218-4064
CRMRecruiting & transitionsComplianceFinancial planning software
75
TAMAR SECURITIES, LLC grew from 13 to 18 advisory reps. IAPD ↗
$1.52B RAUM · 18 reps · 818-914-7460
CRMRecruiting & transitionsComplianceFinancial planning software
75
P/E GLOBAL LLC grew from 31 to 36 advisory reps. IAPD ↗
$1.71B RAUM · 36 reps · 617-933-4500
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO CREDIT MANAGEMENT, LLC grew from 842 to 912 advisory reps. IAPD ↗institutional
$29.97B RAUM · 912 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
75
CAPULA INVESTMENT US LP grew from 33 to 51 advisory reps. IAPD ↗institutional
$137.44B RAUM · 51 reps · (646) 874-5400 · capulaglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
ASCENT WEALTH PARTNERS, LLC grew from 10 to 15 advisory reps. IAPD ↗
$1.52B RAUM · 15 reps · 315-624-7300 · ascentwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
PTMA INVESTMENT ADVISORS grew from 13 to 81 advisory reps. IAPD ↗institutional
$104.24B RAUM · 81 reps · 855-395-3954 · ncclass.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
TPG GLOBAL ADVISORS, LLC grew from 617 to 675 advisory reps. IAPD ↗institutional
$173.56B RAUM · 675 reps · 817-871-4000
CRMRecruiting & transitionsComplianceFinancial planning software
75
VANGUARD GLOBAL ADVISERS, LLC grew from 84 to 314 advisory reps. IAPD ↗institutional
$249.66B RAUM · 314 reps · 610-669-1000 · vanguardoffshore.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SOFI WEALTH LLC grew from 10 to 15 advisory reps. IAPD ↗
$2.05B RAUM · 15 reps · 855-525-7634
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO REAL ESTATE FUND ADVISER, LLC grew from 842 to 912 advisory reps. IAPD ↗institutional
$4.27B RAUM · 912 reps · (212) 515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
75
SUMMIT FINANCIAL WEALTH ADVISORS grew from 12 to 17 advisory reps. IAPD ↗
$1.80B RAUM · 17 reps · 337-232-1141
CRMRecruiting & transitionsComplianceFinancial planning software
75
BEACON TRUST grew from 38 to 43 advisory reps. IAPD ↗
$4.44B RAUM · 43 reps · 973-377-8090
CRMRecruiting & transitionsComplianceFinancial planning software
75
BCSF ADVISORS, LP grew from 255 to 272 advisory reps. IAPD ↗institutional
$3.65B RAUM · 272 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
75
BLUE RIDGE WEALTH PLANNERS grew from 7 to 14 advisory reps. IAPD ↗
$361.7M RAUM · 14 reps · 865-392-4260 · planforeverything.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
LIBERTY WEALTH MANAGEMENT, LLC grew from 18 to 23 advisory reps. IAPD ↗
$1.73B RAUM · 23 reps · 510-903-5489
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO CAPITAL CREDIT ADVISER, LLC grew from 842 to 912 advisory reps. IAPD ↗institutional
$2.35B RAUM · 912 reps · (212) 515-3200 · apollo.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC grew from 26 to 31 advisory reps. IAPD ↗
$6.18B RAUM · 31 reps · 317-975-5033
CRMRecruiting & transitionsComplianceFinancial planning software
75
CREDICORP CAPITAL ADVISORS LLC grew from 10 to 15 advisory reps. IAPD ↗
$1.58B RAUM · 15 reps · 305-455-0975 · credicorpcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
TITAN grew from 5 to 10 advisory reps. IAPD ↗
$1.08B RAUM · 10 reps · 973-490-4042
CRMRecruiting & transitionsComplianceFinancial planning software
75
CX INSTITUTIONAL, LLC grew from 68 to 73 advisory reps. IAPD ↗
$4.46B RAUM · 73 reps · 260-927-1830 · credentwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
ALTA WEALTH ADVISORS LLC grew from 8 to 15 advisory reps. IAPD ↗
$664.6M RAUM · 15 reps · 781-404-6909 · altawealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
BLACKSTONE CREDIT BDC ADVISORS LLC grew from 344 to 443 advisory reps. IAPD ↗institutional
$100.65B RAUM · 443 reps · 212-503-2100 · pandora.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SYNERGY INVESTMENT MANAGEMENT LLC grew from 9 to 16 advisory reps. IAPD ↗
$681.5M RAUM · 16 reps · 321-203-4458 · synergywealthalliance.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
SCS grew from 27 to 32 advisory reps. IAPD ↗
$1.94B RAUM · 32 reps · 425-452-1222
CRMRecruiting & transitionsComplianceFinancial planning software
75
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC grew from 10 to 110 advisory reps. IAPD ↗institutional
$10.53B RAUM · 110 reps · 212-895-2000
CRMRecruiting & transitionsComplianceFinancial planning software
75
PROSPERITAS FINANCIAL, LLC grew from 16 to 23 advisory reps. IAPD ↗
$812.5M RAUM · 23 reps · 661-255-9555
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLON FINANCIAL, LLC grew from 13 to 18 advisory reps. IAPD ↗
$1.45B RAUM · 18 reps · 843-579-0018 · apollonfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
26NORTH DIRECT LENDING grew from 59 to 83 advisory reps. IAPD ↗institutional
$2.65B RAUM · 83 reps · 212-257-5220 · 26n.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
HPS ADVISORS, LLC grew from 346 to 402 advisory reps. IAPD ↗institutional
$28.55B RAUM · 402 reps · 212-287-6767
CRMRecruiting & transitionsComplianceFinancial planning software
75
PORTSIDE WEALTH GROUP, LLC grew from 42 to 47 advisory reps. IAPD ↗
$1.43B RAUM · 47 reps · 385-412-1222 · cache-financial.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
BBVA GLOBAL WEALTH ADVISORS, INC. grew from 24 to 29 advisory reps. IAPD ↗
$1.36B RAUM · 29 reps · 3052057752 · bbvaglobalwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
APOLLO MANAGER, LLC grew from 842 to 912 advisory reps. IAPD ↗institutional
$3.56B RAUM · 912 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
75
BCPC ADVISORS, LP grew from 255 to 272 advisory reps. IAPD ↗institutional
$1.74B RAUM · 272 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
75
ALTITUDE CAPITAL MANAGEMENT LLC grew from 16 to 26 advisory reps. IAPD ↗
$103.6M RAUM · 26 reps · 515-207-3310 · altitudecm.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
BDT & MSD BDC MANAGEMENT, LLC grew from 208 to 231 advisory reps. IAPD ↗institutional
$7.18B RAUM · 231 reps · 212-303-1650 · bdtmsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
FPLF MANAGEMENT LLC grew from 55 to 73 advisory reps. IAPD ↗institutional
$1.49B RAUM · 73 reps · 212-798-6100
CRMRecruiting & transitionsComplianceFinancial planning software
75
1823 PARTNERS (US) LLC grew from 9 to 30 advisory reps. IAPD ↗institutional
$18.53B RAUM · 30 reps · 202-431-7882 · 1823.partners
CRMRecruiting & transitionsComplianceFinancial planning software
75
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC grew from 210 to 250 advisory reps. IAPD ↗institutional
$1.60B RAUM · 250 reps · (212) 419-3000
CRMRecruiting & transitionsComplianceFinancial planning software
75
INNOVATIVE ASSET ADVISORS GROUP grew from 4 to 11 advisory reps. IAPD ↗
$297.9M RAUM · 11 reps · 203-444-3599 · innovativeaag.com
CRMRecruiting & transitionsComplianceFinancial planning software
75
BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC grew from 110 to 130 advisory reps. IAPD ↗institutional
$4.42B RAUM · 130 reps · 212-419-3000
CRMRecruiting & transitionsComplianceFinancial planning software
75
VANGUARD CAPITAL MANAGEMENT, LLC grew from 2 to 235 advisory reps. IAPD ↗institutional
$8436.18B RAUM · 235 reps · 610-669-1000
CRMRecruiting & transitionsComplianceFinancial planning software
75
VANGUARD PORTFOLIO MANAGEMENT, LLC grew from 1 to 105 advisory reps. IAPD ↗institutional
$2656.48B RAUM · 105 reps · 610-669-1000
CRMRecruiting & transitionsComplianceFinancial planning software
74
NPF INVESTMENT ADVISORS grew from 9 to 13 advisory reps. IAPD ↗
$2.69B RAUM · 13 reps · 616-459-3421 · norrisperne.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
BOK FINANCIAL PRIVATE WEALTH, INC. grew from 19 to 23 advisory reps. IAPD ↗
$3.72B RAUM · 23 reps · 303-539-0100 · bokfinancialprivatewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
MONTICELLO ASSOCIATES, LLC grew from 22 to 31 advisory reps. IAPD ↗
$0 RAUM · 31 reps · 303-572-6300
CRMRecruiting & transitionsComplianceFinancial planning software
74
WASHINGTON TRUST ADVISORS grew from 9 to 13 advisory reps. IAPD ↗
$2.39B RAUM · 13 reps · 781-235-7055 · washtrustwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
WELLESLEY ASSET MANAGEMENT, INC. grew from 15 to 19 advisory reps. IAPD ↗
$1.99B RAUM · 19 reps · 781-416-4000 · wellesleyassetmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
AMERAUDI ASSET MANAGEMENT, INC. grew from 5 to 9 advisory reps. IAPD ↗
$2.10B RAUM · 9 reps · 212-833-1090 · ameraudi.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
CRA FINANCIAL SERVICES, L.L.C. grew from 7 to 11 advisory reps. IAPD ↗
$1.69B RAUM · 11 reps · 609-380-3500
CRMRecruiting & transitionsComplianceFinancial planning software
74
NORTHEAST PLANNING ASSOCIATES, INC. grew from 63 to 69 advisory reps. IAPD ↗
$414.0M RAUM · 69 reps · (603) 471-0900 · paulhbrock.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
HUMAN INVESTING grew from 14 to 18 advisory reps. IAPD ↗
$2.22B RAUM · 18 reps · 503-905-3100 · humaninvesting.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
HECK CAPITAL ADVISORS, LLC grew from 20 to 24 advisory reps. IAPD ↗
$11.31B RAUM · 24 reps · 715-361-1500 · heckcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
CAPRICORN INVESTMENT GROUP LLC grew from 12 to 16 advisory reps. IAPD ↗
$18.85B RAUM · 16 reps · 646-289-3030 · capricornllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
ICG ADVISORS, LLC grew from 20 to 24 advisory reps. IAPD ↗
$7.87B RAUM · 24 reps · 424-270-8900 · icgadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
ERBEN ASSOCIATES, LLC grew from 4 to 10 advisory reps. IAPD ↗
$402.5M RAUM · 10 reps · 512-402-0250 · erbenassociates.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
JT STRATFORD, LLC grew from 14 to 18 advisory reps. IAPD ↗
$1.01B RAUM · 18 reps · 770-534-6046
CRMRecruiting & transitionsComplianceFinancial planning software
74
VALIANT CAPITAL MANAGEMENT, L.P. grew from 10 to 14 advisory reps. IAPD ↗
$3.83B RAUM · 14 reps · 415-659-7201 · valiantcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
SEQUENT PLANNING, LLC grew from 70 to 76 advisory reps. IAPD ↗
$589.5M RAUM · 76 reps · 402-953-3544
CRMRecruiting & transitionsComplianceFinancial planning software
74
CV ADVISORS LLC grew from 19 to 23 advisory reps. IAPD ↗
$15.08B RAUM · 23 reps · 305-358-5990 · cv-advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
OLIVE STREET INVESTMENT ADVISERS, LLC grew from 218 to 232 advisory reps. IAPD ↗institutional
$203.76B RAUM · 232 reps · 314-515-2000
CRMRecruiting & transitionsComplianceFinancial planning software
74
STRATEGAS ASSET MANAGEMENT, LLC grew from 9 to 15 advisory reps. IAPD ↗
$458.4M RAUM · 15 reps · 855-273-7227 · strategasasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC grew from 11 to 15 advisory reps. IAPD ↗
$2.20B RAUM · 15 reps · 617-572-0109 · johnhancock.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
MMBG INVESTMENT ADVISORS CO. grew from 5 to 9 advisory reps. IAPD ↗
$2.98B RAUM · 9 reps · 305-374-0704 · mmbginvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
LIFEWORKS ADVISORS, LLC grew from 33 to 39 advisory reps. IAPD ↗
$966.7M RAUM · 39 reps · (616) 200-6512
CRMRecruiting & transitionsComplianceFinancial planning software
74
SAGE MOUNTAIN ADVISORS, LLC grew from 16 to 20 advisory reps. IAPD ↗
$4.29B RAUM · 20 reps · (404) 795-8361
CRMRecruiting & transitionsComplianceFinancial planning software
74
TRB WEALTH MANAGEMENT, LLC grew from 9 to 13 advisory reps. IAPD ↗
$3.74B RAUM · 13 reps · 832-810-3565 · trb.bank
CRMRecruiting & transitionsComplianceFinancial planning software
74
ALLEGIANCE FINANCIAL GROUP grew from 6 to 12 advisory reps. IAPD ↗
$675.0M RAUM · 12 reps · (703) 242-7900
CRMRecruiting & transitionsComplianceFinancial planning software
74
SMITH GROUP ASSET MANAGEMENT, LLC grew from 8 to 12 advisory reps. IAPD ↗
$2.21B RAUM · 12 reps · 214-880-4600 · smithasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
ARS WEALTH ADVISORS grew from 12 to 16 advisory reps. IAPD ↗
$1.64B RAUM · 16 reps · 727-322-7681 · focusfinancialpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
WHITTIER ADVISORS, LLC grew from 2 to 6 advisory reps. IAPD ↗
$1.89B RAUM · 6 reps · 949-341-4250 · whittieradvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
CARAVELA ENERGY PARTNERS LP grew from 7 to 13 advisory reps. IAPD ↗
$529.1M RAUM · 13 reps · 203-200-0636
CRMRecruiting & transitionsComplianceFinancial planning software
74
DIAMETER PRINCIPAL FINANCE LLC grew from 48 to 62 advisory reps. IAPD ↗institutional
$3.45B RAUM · 62 reps · 212-665-1400 · diametercap.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
STIFEL CAPITAL MANAGEMENT, LLC grew from 1 to 5 advisory reps. IAPD ↗
$4.20B RAUM · 5 reps · 212-328-1000 · stifelcapitalmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
ICAPITAL FUND ADVISORS LLC grew from 13 to 27 advisory reps. IAPD ↗institutional
$1.13B RAUM · 27 reps · 212-994-7402 · icapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
74
W&S ADVISORY SERVICES, LLC grew from 0 to 9 advisory reps. IAPD ↗
$5.3M RAUM · 9 reps · 513-361-7600 · meetfabric.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
BCG SECURITIES, INC. grew from 28 to 33 advisory reps. IAPD ↗
$894.2M RAUM · 33 reps · 856-393-1950 · bcgsecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
MUTUAL OF OMAHA INVESTOR SERVICES, INC. grew from 277 to 285 advisory reps. IAPD ↗
$32.0M RAUM · 285 reps · 402-351-3102 · mutualofomaha.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
CLEAN YIELD ASSET MANAGEMENT grew from 3 to 8 advisory reps. IAPD ↗
$571.2M RAUM · 8 reps · 802-526-2525 · cleanyield.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
NOTTINGHAM ADVISORS INC. grew from 6 to 9 advisory reps. IAPD ↗
$1.43B RAUM · 9 reps · 716-633-3800
CRMRecruiting & transitionsComplianceFinancial planning software
73
NBT CAPITAL MANAGEMENT, INC. grew from 4 to 7 advisory reps. IAPD ↗
$1.61B RAUM · 7 reps · 607-584-4141 · clevelandhauswirth.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
ALBION FINANCIAL GROUP grew from 11 to 14 advisory reps. IAPD ↗
$2.01B RAUM · 14 reps · 801-487-3700 · albionfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
PEAK ASSET MANAGEMENT, LLC grew from 11 to 14 advisory reps. IAPD ↗
$1.01B RAUM · 14 reps · 303-926-0100
CRMRecruiting & transitionsComplianceFinancial planning software
73
BALDWIN INVESTMENT MANAGEMENT, LLC grew from 8 to 11 advisory reps. IAPD ↗
$1.30B RAUM · 11 reps · 610-260-1555 · baldwinmgt.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
GREENWOOD GEARHART, LLC grew from 11 to 14 advisory reps. IAPD ↗
$1.97B RAUM · 14 reps · 479-521-5353
CRMRecruiting & transitionsComplianceFinancial planning software
73
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP grew from 9 to 12 advisory reps. IAPD ↗
$3.67B RAUM · 12 reps · 480-890-8088 · stokerostler.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
STANLEY-LAMAN GROUP LTD. grew from 10 to 13 advisory reps. IAPD ↗
$1.02B RAUM · 13 reps · 610-993-9100
CRMRecruiting & transitionsComplianceFinancial planning software
73
AMB WEALTH, LLC grew from 11 to 14 advisory reps. IAPD ↗
$1.07B RAUM · 14 reps · 866-277-1500
CRMRecruiting & transitionsComplianceFinancial planning software
73
PINNACLE WEALTH ADVISORS grew from 9 to 14 advisory reps. IAPD ↗
$549.7M RAUM · 14 reps · 503-654-5100 · thinkpinnacle.com.
CRMRecruiting & transitionsComplianceFinancial planning software
73
OVERBROOK MANAGEMENT CORPORATION grew from 4 to 7 advisory reps. IAPD ↗
$1.12B RAUM · 7 reps · 212-661-8710
CRMRecruiting & transitionsComplianceFinancial planning software
73
GRADIENT WEALTH MANAGEMENT grew from 62 to 67 advisory reps. IAPD ↗
$607.9M RAUM · 67 reps · 866-991-1539 · gradientsecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
WEALTHCROSSING grew from 10 to 13 advisory reps. IAPD ↗
$1.54B RAUM · 13 reps · 804-237-1700
CRMRecruiting & transitionsComplianceFinancial planning software
73
STRATHMORE CAPITAL ADVISORS grew from 6 to 11 advisory reps. IAPD ↗
$805.0M RAUM · 11 reps · 704-364-4241
CRMRecruiting & transitionsComplianceFinancial planning software
73
IWP WEALTH MANAGEMENT LLC grew from 11 to 14 advisory reps. IAPD ↗
$4.32B RAUM · 14 reps · 720-328-9700
CRMRecruiting & transitionsComplianceFinancial planning software
73
LEVIN CAPITAL STRATEGIES, L.P. grew from 6 to 9 advisory reps. IAPD ↗
$1.66B RAUM · 9 reps · 212-259-0800
CRMRecruiting & transitionsComplianceFinancial planning software
73
TRUENORTH WEALTH grew from 7 to 10 advisory reps. IAPD ↗
$1.27B RAUM · 10 reps · 801-274-1820
CRMRecruiting & transitionsComplianceFinancial planning software
73
RIVERFRONT INVESTMENT GROUP, LLC grew from 9 to 12 advisory reps. IAPD ↗
$2.22B RAUM · 12 reps · 804-549-4800
CRMRecruiting & transitionsComplianceFinancial planning software
73
INSIGHT STRATEGIC WEALTH LLC grew from 2 to 7 advisory reps. IAPD ↗
$401.0M RAUM · 7 reps · 866-467-9756 · insightstrategicwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
JACKSON WEALTH MANAGEMENT, LLC grew from 6 to 9 advisory reps. IAPD ↗
$1.07B RAUM · 9 reps · 407-585-0235 · jacksonwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
LMCG INVESTMENTS, LLC grew from 13 to 16 advisory reps. IAPD ↗
$6.83B RAUM · 16 reps · 617-380-5600
CRMRecruiting & transitionsComplianceFinancial planning software
73
AGW CAPITAL ADVISORS grew from 11 to 14 advisory reps. IAPD ↗
$1.73B RAUM · 14 reps · 813-254-4700 · agwcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
EXPAND FINANCIAL, LLC grew from 3 to 6 advisory reps. IAPD ↗
$2.77B RAUM · 6 reps · 720-387-8158
CRMRecruiting & transitionsComplianceFinancial planning software
73
DESCHUTES INVESTMENT CONSULTING, LLC grew from 7 to 10 advisory reps. IAPD ↗
$2.89B RAUM · 10 reps · 503-224-3700 · deschutesinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. grew from 18 to 23 advisory reps. IAPD ↗
$884.8M RAUM · 23 reps · 785-823-7900 · ucmofkansas.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
MSH CAPITAL ADVISORS LLC grew from 11 to 14 advisory reps. IAPD ↗
$1.35B RAUM · 14 reps · 480-563-2021 · candorwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
HARVEST INVESTMENT SERVICES, LLC grew from 23 to 28 advisory reps. IAPD ↗
$758.4M RAUM · 28 reps · (630) 613-9230
CRMRecruiting & transitionsComplianceFinancial planning software
73
WALKNER CONDON FINANCIAL ADVISORS LLC grew from 13 to 16 advisory reps. IAPD ↗
$1.03B RAUM · 16 reps · 608-234-4127 · walknercondon.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
STRATEGY FINANCIAL GROUP grew from 5 to 10 advisory reps. IAPD ↗
$366.7M RAUM · 10 reps · 602-343-9301 · calvingoetz.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
MAS ADVISORS LLC grew from 6 to 9 advisory reps. IAPD ↗
$2.56B RAUM · 9 reps · 786-364-3101 · masadvisorsllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
BILTMORE FAMILY OFFICE, LLC grew from 6 to 9 advisory reps. IAPD ↗
$3.47B RAUM · 9 reps · 704-248-5230 · biltmorefamilyoffice.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
ENVESTNET RETIREMENT SOLUTIONS, LLC grew from 12 to 15 advisory reps. IAPD ↗
$16.30B RAUM · 15 reps · 1-866-318-4015 · envestnet.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
WEALTH WATCH ADVISORS, INC grew from 47 to 52 advisory reps. IAPD ↗
$612.4M RAUM · 52 reps · 855-822-3708 · wwwjmartinwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
MONOGRAPH WEALTH ADVISORS, LLC grew from 7 to 10 advisory reps. IAPD ↗
$3.25B RAUM · 10 reps · 310-496-7377 · monographwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
DOUBLELINE ALTERNATIVES LP grew from 6 to 9 advisory reps. IAPD ↗
$3.47B RAUM · 9 reps · 813-791-7333 · doubleline.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
SOVEREIGN WEALTH ADVISORS LLC grew from 30 to 35 advisory reps. IAPD ↗
$625.1M RAUM · 35 reps · 713-527-3400 · sovereignwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
DGS CAPITAL MANAGEMENT grew from 4 to 7 advisory reps. IAPD ↗
$1.05B RAUM · 7 reps · 646-992-4370 · dgs.capital
CRMRecruiting & transitionsComplianceFinancial planning software
73
BECK BODE LLC grew from 11 to 16 advisory reps. IAPD ↗
$666.4M RAUM · 16 reps · 617-209-2224
CRMRecruiting & transitionsComplianceFinancial planning software
73
RHAME & GORRELL WEALTH MANAGEMENT grew from 9 to 12 advisory reps. IAPD ↗
$1.11B RAUM · 12 reps · (832) 789-1100
CRMRecruiting & transitionsComplianceFinancial planning software
73
GOLDEN RESERVE RETIREMENT, LLC grew from 17 to 22 advisory reps. IAPD ↗
$544.3M RAUM · 22 reps · 855-456-4777
CRMRecruiting & transitionsComplianceFinancial planning software
73
INDEPENDENT WEALTH NETWORK, INC. grew from 25 to 30 advisory reps. IAPD ↗
$518.4M RAUM · 30 reps · 515-461-5123 · kramerwealthadvisory.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
WISS PRIVATE CLIENT ADVISORS, LLC grew from 6 to 9 advisory reps. IAPD ↗
$1.22B RAUM · 9 reps · 973-577-2872 · wiss.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
OPEROSE ADVISORS LLC grew from 8 to 11 advisory reps. IAPD ↗
$2.04B RAUM · 11 reps · 414-209-3280
CRMRecruiting & transitionsComplianceFinancial planning software
73
BOLDIN ADVISORS grew from 6 to 14 advisory reps. IAPD ↗
$0 RAUM · 14 reps · 415-462-5665 · newretirementadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
DAHRING | CUSMANO AND ASSOCIATES grew from 4 to 9 advisory reps. IAPD ↗
$781.4M RAUM · 9 reps · 248-348-0100 · dca401k.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
ODEON CAPITAL ADVISORS LLC grew from 3 to 8 advisory reps. IAPD ↗
$967.5M RAUM · 8 reps · 646-214-7647 · odeonadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
HUNTER CAPITAL MANAGEMENT grew from 5 to 8 advisory reps. IAPD ↗
$1.09B RAUM · 8 reps · 312-341-9727 · hunterfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
RWM CAPITAL, LLC grew from 13 to 21 advisory reps. IAPD ↗
$222.4M RAUM · 21 reps · 832-981-7000
CRMRecruiting & transitionsComplianceFinancial planning software
73
ENDEAVOR PRIVATE WEALTH, INC. grew from 4 to 9 advisory reps. IAPD ↗
$595.3M RAUM · 9 reps · 785-329-2510
CRMRecruiting & transitionsComplianceFinancial planning software
73
JVP MANAGEMENT grew from 10 to 13 advisory reps. IAPD ↗
$4.98B RAUM · 13 reps · 607-203-9401
CRMRecruiting & transitionsComplianceFinancial planning software
73
BROOKLYN INVESTMENT GROUP, LLC grew from 6 to 9 advisory reps. IAPD ↗
$3.98B RAUM · 9 reps · 617-319-7229
CRMRecruiting & transitionsComplianceFinancial planning software
73
SYON CAPITAL LLC grew from 2 to 5 advisory reps. IAPD ↗
$4.38B RAUM · 5 reps · 415-520-7966 · syoncap.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
ENDEAVOR ADVISORS, LLC grew from 3 to 8 advisory reps. IAPD ↗
$559.5M RAUM · 8 reps · 281-326-9902 · endeavor-advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
ARIS INVESTING grew from 4 to 7 advisory reps. IAPD ↗
$3.31B RAUM · 7 reps · 3129102502 · arisinvesting.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
FARTHER ASSET MANAGEMENT, LLC grew from 2 to 5 advisory reps. IAPD ↗
$2.91B RAUM · 5 reps · 628-246-8004
CRMRecruiting & transitionsComplianceFinancial planning software
73
SYNTHETICFI LLC grew from 2 to 7 advisory reps. IAPD ↗
$992.9M RAUM · 7 reps · (628) 800-0898 · syntheticfi.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
APOLLO S3 RIC MANAGEMENT, L.P. grew from 842 to 912 advisory reps. IAPD ↗institutional
$423.8M RAUM · 912 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
73
ADAMS STREET ADVISORS, LLC grew from 142 to 190 advisory reps. IAPD ↗institutional
$524.2M RAUM · 190 reps · 312-553-7890 · adamsstreetpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
73
BROADVIEW WEALTH PARTNERS grew from 2 to 7 advisory reps. IAPD ↗
$304.7M RAUM · 7 reps · 303-323-4293 · broadviewwp.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
THE INVESTMENT COUNSEL COMPANY grew from 9 to 11 advisory reps. IAPD ↗
$2.18B RAUM · 11 reps · 702-871-8510 · iccnv.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
RANDOLPH CO INC grew from 2 to 4 advisory reps. IAPD ↗
$1.08B RAUM · 4 reps · (513) 891-7144 · therandolphcompany.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
TFC FINANCIAL MANAGEMENT INC grew from 10 to 12 advisory reps. IAPD ↗
$1.78B RAUM · 12 reps · 617-210-6700 · tfcfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
PAUL COMSTOCK PARTNERS grew from 8 to 10 advisory reps. IAPD ↗
$2.80B RAUM · 10 reps · 713-977-2694 · paulcomstockpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
MONTAG grew from 8 to 10 advisory reps. IAPD ↗
$2.97B RAUM · 10 reps · 404-522-5774
CRMRecruiting & transitionsComplianceFinancial planning software
72
BLOOM ADVISORS grew from 9 to 11 advisory reps. IAPD ↗
$1.62B RAUM · 11 reps · 248-932-5200
CRMRecruiting & transitionsComplianceFinancial planning software
72
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗
$4.40B RAUM · 10 reps · 907-272-7575 · apcm.net
CRMRecruiting & transitionsComplianceFinancial planning software
72
OAK RIDGE INVESTMENTS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$1.70B RAUM · 11 reps · 312-857-1040
CRMRecruiting & transitionsComplianceFinancial planning software
72
DIVERSIFIED PORTFOLIOS, INC. grew from 9 to 11 advisory reps. IAPD ↗
$1.94B RAUM · 11 reps · 248-644-3030 · divport.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
PORTLAND GLOBAL ADVISORS LLC grew from 9 to 11 advisory reps. IAPD ↗
$1.17B RAUM · 11 reps · 207-773-2773 · portlandglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT grew from 2 to 4 advisory reps. IAPD ↗
$3.21B RAUM · 4 reps · 305-448-8882 · evensky.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CAHILL FINANCIAL ADVISORS, INC. grew from 10 to 12 advisory reps. IAPD ↗
$1.77B RAUM · 12 reps · 952-926-1659
CRMRecruiting & transitionsComplianceFinancial planning software
72
KNIGHTSBRIDGE WEALTH MANAGEMENT grew from 7 to 9 advisory reps. IAPD ↗
$1.12B RAUM · 9 reps · 949-644-4444 · knightsb.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
DEW WEALTH MANAGEMENT grew from 20 to 24 advisory reps. IAPD ↗
$464.7M RAUM · 24 reps · 480-614-9119
CRMRecruiting & transitionsComplianceFinancial planning software
72
FINANCIAL PLAN, INC. grew from 9 to 11 advisory reps. IAPD ↗
$1.60B RAUM · 11 reps · 360-714-1234
CRMRecruiting & transitionsComplianceFinancial planning software
72
THE PLANNING CENTER, INC. grew from 10 to 12 advisory reps. IAPD ↗
$1.37B RAUM · 12 reps · 309-797-4030
CRMRecruiting & transitionsComplianceFinancial planning software
72
COLUMBIA ASSET MANAGEMENT, L.L.C. grew from 4 to 6 advisory reps. IAPD ↗
$1.20B RAUM · 6 reps · 734-665-1455 · columbiaasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
PATHWAY FINANCIAL ADVISORS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$1.65B RAUM · 7 reps · 802-660-7086
CRMRecruiting & transitionsComplianceFinancial planning software
72
MEZZASALMA ADVISORS grew from 1 to 5 advisory reps. IAPD ↗
$534.4M RAUM · 5 reps · 732-842-1120 · mezzadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
BASSO CAPITAL MANAGEMENT, L.P. grew from 4 to 6 advisory reps. IAPD ↗
$2.56B RAUM · 6 reps · 203 352-6100 · bassocap.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
AUREUS ASSET MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗
$8.40B RAUM · 10 reps · 617.728.8900 · aureus-asset.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. grew from 4 to 6 advisory reps. IAPD ↗
$1.12B RAUM · 6 reps · 330-666-6886 · kohmannbosshard.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC grew from 7 to 9 advisory reps. IAPD ↗
$1.40B RAUM · 9 reps · (408) 217-2000 · wrpwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
STONE HOUSE INVESTMENT MANAGEMENT, LLC grew from 13 to 17 advisory reps. IAPD ↗
$841.7M RAUM · 17 reps · (570) 836-7020
CRMRecruiting & transitionsComplianceFinancial planning software
72
ENERGY INCOME PARTNERS grew from 6 to 8 advisory reps. IAPD ↗
$6.06B RAUM · 8 reps · 203-349-8232 · eipinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CIRCLE WEALTH MANAGEMENT, LLC grew from 9 to 11 advisory reps. IAPD ↗
$14.07B RAUM · 11 reps · 908-206-1306 · circlewm.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CAPITAL WEALTH PLANNING, LLC grew from 4 to 6 advisory reps. IAPD ↗
$17.25B RAUM · 6 reps · 239-593-2100
CRMRecruiting & transitionsComplianceFinancial planning software
72
FORT SHERIDAN ADVISORS LLC grew from 5 to 7 advisory reps. IAPD ↗
$1.03B RAUM · 7 reps · 847-559-9700
CRMRecruiting & transitionsComplianceFinancial planning software
72
FIRST FINANCIAL COACHING, INC. grew from 10 to 14 advisory reps. IAPD ↗
$670.6M RAUM · 14 reps · 586-463-1880 · firstfinancialcoach.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
FIELDER CAPITAL GROUP LLC grew from 3 to 5 advisory reps. IAPD ↗
$1.21B RAUM · 5 reps · 212-918-4860
CRMRecruiting & transitionsComplianceFinancial planning software
72
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC grew from 28 to 35 advisory reps. IAPD ↗
$238.1M RAUM · 35 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
REGAN CAPITAL grew from 3 to 5 advisory reps. IAPD ↗
$3.59B RAUM · 5 reps · 214-550-1710
CRMRecruiting & transitionsComplianceFinancial planning software
72
EQT PARTNERS INC. grew from 85 to 97 advisory reps. IAPD ↗institutional
$39.20B RAUM · 97 reps · 917 281 0850
CRMRecruiting & transitionsComplianceFinancial planning software
72
MARSHALL + STERLING WEALTH ADVISORS, INC. grew from 7 to 9 advisory reps. IAPD ↗
$1.59B RAUM · 9 reps · 845-554-1046
CRMRecruiting & transitionsComplianceFinancial planning software
72
SEROS FINANCIAL, LLC grew from 3 to 7 advisory reps. IAPD ↗
$359.2M RAUM · 7 reps · 480-967-1155
CRMRecruiting & transitionsComplianceFinancial planning software
72
360 FINANCIAL grew from 5 to 9 advisory reps. IAPD ↗
$700.5M RAUM · 9 reps · 952-542-8900
CRMRecruiting & transitionsComplianceFinancial planning software
72
DORSEY ASSET MANAGEMENT grew from 6 to 8 advisory reps. IAPD ↗
$1.45B RAUM · 8 reps · 312-982-2543 · dorseyasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CONCENTUS WEALTH ADVISORS grew from 7 to 9 advisory reps. IAPD ↗
$1.08B RAUM · 9 reps · (610) 994-9190 · vimeo.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
VERDAD ADVISERS, L.P. grew from 6 to 8 advisory reps. IAPD ↗
$1.18B RAUM · 8 reps · 202-251-6707
CRMRecruiting & transitionsComplianceFinancial planning software
72
BENTOAK CAPITAL grew from 15 to 19 advisory reps. IAPD ↗
$969.8M RAUM · 19 reps · 817-550-6750 · bentoakcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
RIVER WEALTH ADVISORS LLC grew from 7 to 9 advisory reps. IAPD ↗
$1.47B RAUM · 9 reps · 717-888-9830 · riverwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SHARIAPORTFOLIO, INC. grew from 7 to 9 advisory reps. IAPD ↗
$3.01B RAUM · 9 reps · 321-275-5125
CRMRecruiting & transitionsComplianceFinancial planning software
72
ETHIC grew from 8 to 10 advisory reps. IAPD ↗
$7.82B RAUM · 10 reps · (646) 687-6744
CRMRecruiting & transitionsComplianceFinancial planning software
72
WELLINGTON INVESTMENT ADVISORS grew from 5 to 9 advisory reps. IAPD ↗
$261.4M RAUM · 9 reps · 812-333-0874 · wellingtoninvestmentadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SKYVIEW INVESTMENT ADVISORS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$8.32B RAUM · 11 reps · 732-936-2880
CRMRecruiting & transitionsComplianceFinancial planning software
72
CROSSINGBRIDGE ADVISORS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$4.18B RAUM · 11 reps · (914) 741-1515
CRMRecruiting & transitionsComplianceFinancial planning software
72
MERIDIAN WEALTH PARTNERS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$1.37B RAUM · 11 reps · 610-272-4700
CRMRecruiting & transitionsComplianceFinancial planning software
72
ROSSMORE PRIVATE CAPITAL, LLC grew from 5 to 7 advisory reps. IAPD ↗
$1.92B RAUM · 7 reps · 860-200-6079 · rossmore.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
THE COURY FIRM grew from 10 to 12 advisory reps. IAPD ↗
$1.32B RAUM · 12 reps · 412-261-5744 · couryfirm.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
TOMS CAPITAL INVESTMENT MANAGEMENT LP grew from 5 to 7 advisory reps. IAPD ↗
$2.66B RAUM · 7 reps · 212-337-4100 · tcim.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ATOM INVESTORS LP grew from 6 to 8 advisory reps. IAPD ↗
$6.83B RAUM · 8 reps · (737) 249-0292 · atomlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
CURATED WEALTH PARTNERS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$1.76B RAUM · 5 reps · 310-356-0830 · curatedwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ASPIRE CAPITAL ADVISORS LLC grew from 10 to 12 advisory reps. IAPD ↗
$1.23B RAUM · 12 reps · (206) 939-5615 · investwithaspire.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
SEAVIEW INVESTMENT MANAGERS LLC grew from 7 to 9 advisory reps. IAPD ↗
$1.37B RAUM · 9 reps · 305-330-2332 · seaviewinvestmentmanagers.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
STOKES FAMILY OFFICE LLC grew from 10 to 12 advisory reps. IAPD ↗
$3.35B RAUM · 12 reps · (504) 399-4100 · stokesfamilyoffice.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
PAINTED PORCH ADVISORS LLC grew from 9 to 13 advisory reps. IAPD ↗
$571.9M RAUM · 13 reps · 805-567-4288 · paintedporchadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
PRESIDIO CAPITAL MANAGEMENT, LLC grew from 5 to 9 advisory reps. IAPD ↗
$498.9M RAUM · 9 reps · 858-461-4959 · presidiocm.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
BT FAMILY OFFICE, LLC grew from 5 to 7 advisory reps. IAPD ↗
$4.00B RAUM · 7 reps · 404-341-5800
CRMRecruiting & transitionsComplianceFinancial planning software
72
HAYS FINANCIAL GROUP, LLC grew from 4 to 6 advisory reps. IAPD ↗
$7.45B RAUM · 6 reps · (612) 373-9863
CRMRecruiting & transitionsComplianceFinancial planning software
72
O'HAGAN GROUP, INC. grew from 8 to 10 advisory reps. IAPD ↗
$1.25B RAUM · 10 reps · 610-625-8855 · theohagangroup.net
CRMRecruiting & transitionsComplianceFinancial planning software
72
DOUBLE EAGLE FAMILY OFFICES, LLC grew from 4 to 6 advisory reps. IAPD ↗
$1.40B RAUM · 6 reps · 817-928-3260
CRMRecruiting & transitionsComplianceFinancial planning software
72
WEST WEALTH GROUP, LLC grew from 9 to 13 advisory reps. IAPD ↗
$616.7M RAUM · 13 reps · 949-682-9105 · ensemblewm.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ONEASCENT FAMILY OFFICES grew from 6 to 10 advisory reps. IAPD ↗
$544.5M RAUM · 10 reps · (205) 313-9142 · sovereignfamilyoffice.co
CRMRecruiting & transitionsComplianceFinancial planning software
72
SPIREPOINT PRIVATE CLIENT, LLC grew from 6 to 8 advisory reps. IAPD ↗
$1.44B RAUM · 8 reps · 772-316-1271 · spirepointpc.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
WEST INVEST grew from 5 to 9 advisory reps. IAPD ↗
$304.5M RAUM · 9 reps · 360-738-6019
CRMRecruiting & transitionsComplianceFinancial planning software
72
MASTER'S WEALTH MANAGEMENT INC. grew from 5 to 9 advisory reps. IAPD ↗
$589.5M RAUM · 9 reps · (717) 581-1323
CRMRecruiting & transitionsComplianceFinancial planning software
72
IFC ADVISORS LLC grew from 7 to 9 advisory reps. IAPD ↗
$2.34B RAUM · 9 reps · 310-596-1250 · ifcadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ARENA PRIVATE WEALTH grew from 4 to 8 advisory reps. IAPD ↗
$338.1M RAUM · 8 reps · 312-798-9045
CRMRecruiting & transitionsComplianceFinancial planning software
72
UNITING WEALTH PARTNERS grew from 7 to 11 advisory reps. IAPD ↗
$934.6M RAUM · 11 reps · 720-706-7180 · unitingwealthpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
BEATRICE ADVISORS LP grew from 2 to 6 advisory reps. IAPD ↗
$282.3M RAUM · 6 reps · 212-688-1261
CRMRecruiting & transitionsComplianceFinancial planning software
72
INTELLUS ADVISORS, LLC grew from 7 to 9 advisory reps. IAPD ↗
$1.35B RAUM · 9 reps · 239-649-3600 · intellusadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
BLUE CURVE ADVISORY, LLC grew from 1 to 8 advisory reps. IAPD ↗
$125.2M RAUM · 8 reps · 410-339-5771 · bluecurveadvisory.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
ELEVATED FINANCIAL GROUP grew from 4 to 8 advisory reps. IAPD ↗
$532.0M RAUM · 8 reps · 317-533-7721
CRMRecruiting & transitionsComplianceFinancial planning software
72
VERITA STRATEGIC WEALTH PARTNERS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$1.01B RAUM · 5 reps · 4155204345 · veritawealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
OAKWORTH ASSET MANAGEMENT, LLC grew from 15 to 19 advisory reps. IAPD ↗
$846.3M RAUM · 19 reps · 205-263-4700 · oakworth.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
AXIENT INVESTMENT ADVISORS LLC grew from 8 to 12 advisory reps. IAPD ↗
$454.0M RAUM · 12 reps · 256-980-1723 · axientadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
72
NERDWALLET WEALTH PARTNERS, LLC grew from 7 to 11 advisory reps. IAPD ↗
$262.8M RAUM · 11 reps · 917-275-7821
CRMRecruiting & transitionsComplianceFinancial planning software
71
MONEY MANAGEMENT SERVICES INC grew from 4 to 7 advisory reps. IAPD ↗
$442.7M RAUM · 7 reps · 205-871-7526 · mmsfamily.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
CMG CAPITAL MANAGEMENT GROUP, INC. grew from 5 to 8 advisory reps. IAPD ↗
$256.5M RAUM · 8 reps · 610-989-9090 · cmgprivatewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
BRADFORD FINANCIAL CENTER grew from 8 to 14 advisory reps. IAPD ↗
$229.7M RAUM · 14 reps · 515.532.6661 · bradfordfinancialcenter.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
PLAN GROUP FINANCIAL, INC. grew from 14 to 17 advisory reps. IAPD ↗
$690.3M RAUM · 17 reps · 405-848-1099 · plangroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
CORNERSTONE WEALTH ADVISORS, INC. grew from 5 to 8 advisory reps. IAPD ↗
$608.7M RAUM · 8 reps · (952) 920-3900 · cornerstonewealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
NET WORTH ADVISORY GROUP, LLC grew from 10 to 13 advisory reps. IAPD ↗
$838.4M RAUM · 13 reps · 801-566-6639
CRMRecruiting & transitionsComplianceFinancial planning software
71
WEALTH OKLAHOMA grew from 3 to 6 advisory reps. IAPD ↗
$356.3M RAUM · 6 reps · 918-745-6060 · wealthoklahoma.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
DASH INVESTMENTS grew from 4 to 7 advisory reps. IAPD ↗
$681.6M RAUM · 7 reps · 800-549-3227
CRMRecruiting & transitionsComplianceFinancial planning software
71
NORTH BERKELEY WEALTH MANAGEMENT, LLC grew from 8 to 11 advisory reps. IAPD ↗
$829.8M RAUM · 11 reps · 510-528-5820
CRMRecruiting & transitionsComplianceFinancial planning software
71
ACP CAPITAL MANAGEMENT, LLC grew from 9 to 12 advisory reps. IAPD ↗
$360.3M RAUM · 12 reps · 305-670-4180 · acp-group.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
LIFEPLAN GROUP grew from 2 to 5 advisory reps. IAPD ↗
$326.0M RAUM · 5 reps · 919-858-6119 · lifeplangroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
GBM WEALTH MANAGEMENT, INC. grew from 5 to 8 advisory reps. IAPD ↗
$346.4M RAUM · 8 reps · (281) 745-9100 · gbminvestor.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
MONEX ASSET MANAGEMENT, INC. grew from 14 to 17 advisory reps. IAPD ↗
$650.9M RAUM · 17 reps · 713-877-8234 · monexsec.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
ELEVATE WEALTH ADVISORY, INC. grew from 7 to 10 advisory reps. IAPD ↗
$385.5M RAUM · 10 reps · 706-353-2728 · elevate-wealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
CREAND MANAGEMENT grew from 11 to 14 advisory reps. IAPD ↗
$506.6M RAUM · 14 reps · 305-358-8844 · creand.us
CRMRecruiting & transitionsComplianceFinancial planning software
71
MCMILLAN OFFICE, INC. grew from 1 to 4 advisory reps. IAPD ↗
$913.7M RAUM · 4 reps · 313-962-0787
CRMRecruiting & transitionsComplianceFinancial planning software
71
STONEMARK WEALTH MANAGEMENT grew from 5 to 8 advisory reps. IAPD ↗
$609.8M RAUM · 8 reps · 626-304-9888 · stonemarkwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
PRACTICECFO INVESTMENTS grew from 9 to 12 advisory reps. IAPD ↗
$401.6M RAUM · 12 reps · 800-675-2712
CRMRecruiting & transitionsComplianceFinancial planning software
71
CLIENT 1ST ADVISORY GROUP grew from 4 to 7 advisory reps. IAPD ↗
$511.5M RAUM · 7 reps · 727-450-2301
CRMRecruiting & transitionsComplianceFinancial planning software
71
J. HAGAN CAPITAL, INC. grew from 7 to 10 advisory reps. IAPD ↗
$341.8M RAUM · 10 reps · (502) 690-5635
CRMRecruiting & transitionsComplianceFinancial planning software
71
HOBART WEALTH grew from 8 to 11 advisory reps. IAPD ↗
$558.2M RAUM · 11 reps · 888-553-0122 · blythehobart.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC grew from 8 to 11 advisory reps. IAPD ↗
$528.3M RAUM · 11 reps · 603-431-1444 · measuredwealth.net
CRMRecruiting & transitionsComplianceFinancial planning software
71
VIZCAYA CAPITAL, LLC grew from 5 to 8 advisory reps. IAPD ↗
$631.4M RAUM · 8 reps · 305-602-5725 · vizcayacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
LAS OLAS CAPITAL ADVISORS, LLC grew from 4 to 7 advisory reps. IAPD ↗
$551.9M RAUM · 7 reps · 954-289-4692
CRMRecruiting & transitionsComplianceFinancial planning software
71
D.B. ROOT & COMPANY, LLC grew from 12 to 15 advisory reps. IAPD ↗
$952.4M RAUM · 15 reps · 412-227-2800 · dbroot.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
STANCE CAPITAL LLC grew from 2 to 5 advisory reps. IAPD ↗
$354.2M RAUM · 5 reps · 617-875-1062
CRMRecruiting & transitionsComplianceFinancial planning software
71
TANDEM FINANCIAL, LLC grew from 3 to 6 advisory reps. IAPD ↗
$541.8M RAUM · 6 reps · (720) 845-5700
CRMRecruiting & transitionsComplianceFinancial planning software
71
FS/KKR ADVISOR, LLC grew from 181 to 192 advisory reps. IAPD ↗institutional
$16.10B RAUM · 192 reps · 215-220-6651
CRMRecruiting & transitionsComplianceFinancial planning software
71
ARCH GLOBAL ADVISORS, LLC grew from 4 to 10 advisory reps. IAPD ↗
$230.9M RAUM · 10 reps · (212) 991-8807 · archglobaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
MERKLE RETIREMENT PLANNING grew from 7 to 10 advisory reps. IAPD ↗
$568.8M RAUM · 10 reps · 515-278-4110 · merkleplan.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
RESURGENT ADVISORS grew from 7 to 10 advisory reps. IAPD ↗
$354.7M RAUM · 10 reps · 404-654-0531
CRMRecruiting & transitionsComplianceFinancial planning software
71
EMPOWER WEALTH MANAGEMENT grew from 2 to 5 advisory reps. IAPD ↗
$349.3M RAUM · 5 reps · 512-833-6557 · empoweringretirement.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
BLACK KNIGHT WEALTH MANAGEMENT, LLC grew from 7 to 10 advisory reps. IAPD ↗
$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
QUANTUM PRIVATE WEALTH, LLC grew from 1 to 4 advisory reps. IAPD ↗
$418.0M RAUM · 4 reps · 847-474-1400 · quantumprivatewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
RETIRABLE grew from 9 to 12 advisory reps. IAPD ↗
$301.0M RAUM · 12 reps · 833 222 1807
CRMRecruiting & transitionsComplianceFinancial planning software
71
ONEASCENT WEALTH MANAGEMENT grew from 9 to 12 advisory reps. IAPD ↗
$475.6M RAUM · 12 reps · 205-313-9142 · oneascent.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
INTERCHANGE CAPITAL PARTNERS grew from 4 to 7 advisory reps. IAPD ↗
$743.6M RAUM · 7 reps · 412-307-4230 · interchangecp.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
ICAPITAL REGISTERED FUND ADVISER LLC grew from 10 to 21 advisory reps. IAPD ↗institutional
$1.22B RAUM · 21 reps · 212-994-7400 · icapitalnetwork.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
GREENUP STREET WEALTH MANAGEMENT LLC grew from 15 to 18 advisory reps. IAPD ↗
$900.4M RAUM · 18 reps · 734-656-8121
CRMRecruiting & transitionsComplianceFinancial planning software
71
SAXON FINANCIAL GROUP grew from 12 to 15 advisory reps. IAPD ↗
$679.1M RAUM · 15 reps · 713-425-5340
CRMRecruiting & transitionsComplianceFinancial planning software
71
EVERSTAR ASSET MANAGEMENT, LLC grew from 6 to 9 advisory reps. IAPD ↗
$336.7M RAUM · 9 reps · 440-376-1629 · everstarassetmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
MIRABILIS MANAGEMENT COMPANY LLC grew from 5 to 8 advisory reps. IAPD ↗
$622.1M RAUM · 8 reps · 669-699-6167 · fernweh.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
SPARTA WEALTH PARTNERS grew from 5 to 8 advisory reps. IAPD ↗
$305.0M RAUM · 8 reps · 704-575-1148
CRMRecruiting & transitionsComplianceFinancial planning software
71
FIAT WEALTH MANAGEMENT grew from 10 to 13 advisory reps. IAPD ↗
$517.4M RAUM · 13 reps · 952-426-9116
CRMRecruiting & transitionsComplianceFinancial planning software
71
BASE WEALTH MANAGEMENT grew from 6 to 9 advisory reps. IAPD ↗
$326.3M RAUM · 9 reps · 941-203-6040
CRMRecruiting & transitionsComplianceFinancial planning software
71
JESSUP WEALTH MANAGEMENT grew from 4 to 7 advisory reps. IAPD ↗
$360.2M RAUM · 7 reps · (937) 938-9105
CRMRecruiting & transitionsComplianceFinancial planning software
71
PUREFI WEALTH, LLC grew from 5 to 8 advisory reps. IAPD ↗
$326.4M RAUM · 8 reps · (617) 488-9320
CRMRecruiting & transitionsComplianceFinancial planning software
71
CATALYST WEALTH MANAGEMENT LLC grew from 16 to 22 advisory reps. IAPD ↗
$105.0M RAUM · 22 reps · 832-657-7735
CRMRecruiting & transitionsComplianceFinancial planning software
71
AURDAN CAPITAL MANAGEMENT, LLC grew from 3 to 6 advisory reps. IAPD ↗
$526.2M RAUM · 6 reps · 484-254-1935 · aurdancapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
KILTER GROUP grew from 4 to 7 advisory reps. IAPD ↗
$277.4M RAUM · 7 reps · 646-438-6557 · kiltergroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
CARRERA CAPITAL ADVISORS grew from 9 to 12 advisory reps. IAPD ↗
$968.7M RAUM · 12 reps · 248-362-5009 · carrera-capital-advisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
SANDRO WEALTH MANAGEMENT LLC grew from 5 to 11 advisory reps. IAPD ↗
$227.6M RAUM · 11 reps · 2016613416 · sandrowealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
71
HEADLAND CAPITAL grew from 9 to 12 advisory reps. IAPD ↗
$559.3M RAUM · 12 reps · 843-388-4300 · headland.capital
CRMRecruiting & transitionsComplianceFinancial planning software
71
INFLECTION CAPITAL MANAGEMENT, LLC grew from 5 to 8 advisory reps. IAPD ↗
$365.6M RAUM · 8 reps · 415-450-6556
CRMRecruiting & transitionsComplianceFinancial planning software
71
PW NOVA FINANCIAL SERVICES LLC grew from 3 to 6 advisory reps. IAPD ↗
$654.3M RAUM · 6 reps · 267-753-7065 · jwnova.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PIPER SANDLER & CO. grew from 21 to 31 advisory reps. IAPD ↗institutional
$1.28B RAUM · 31 reps · 612-303-6000 · pipersandler.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MARTIN NELSON & CO., INC. grew from 2 to 4 advisory reps. IAPD ↗
$287.3M RAUM · 4 reps · 206-682-6261 · martinnelsonco.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
NEUBERGER BERMAN BD LLC grew from 610 to 775 advisory reps. IAPD ↗institutional
$0 RAUM · 775 reps · 212-476-9000 · nb.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MMA SECURITIES LLC grew from 110 to 164 advisory reps. IAPD ↗institutional
$0 RAUM · 164 reps · 212-345-5000 · mmaprosperwise.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CARLSON INVESTMENTS grew from 6 to 8 advisory reps. IAPD ↗
$735.5M RAUM · 8 reps · 603-224-5977 · carlsoninvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PARK PLACE CAPITAL CORPORATION grew from 5 to 7 advisory reps. IAPD ↗
$879.2M RAUM · 7 reps · 800-459-9084 · nashcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ADVANCED FINANCIAL STRATEGIES INC grew from 4 to 6 advisory reps. IAPD ↗
$251.7M RAUM · 6 reps · 949-502-5333 · afsplanning.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
THOMAS J. HERZFELD ADVISORS, INC. grew from 4 to 6 advisory reps. IAPD ↗
$890.4M RAUM · 6 reps · 305-777-1660
CRMRecruiting & transitionsComplianceFinancial planning software
70
LEGACY CONSULTING GROUP grew from 2 to 4 advisory reps. IAPD ↗
$378.6M RAUM · 4 reps · 972-599-4750 · legacyconsultinggroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
D. E. SHAW & CO., L.P. grew from 476 to 526 advisory reps. IAPD ↗fund
$213.36B RAUM · 526 reps · 212-478-0000
CRMRecruiting & transitionsComplianceFinancial planning software
70
TOWER VIEW WEALTH MANAGEMENT LLC grew from 2 to 4 advisory reps. IAPD ↗
$317.9M RAUM · 4 reps · 414-253-4096
CRMRecruiting & transitionsComplianceFinancial planning software
70
COMPASS FINANCIAL ADVISORS LLC grew from 7 to 9 advisory reps. IAPD ↗
$282.5M RAUM · 9 reps · 260-490-7878
CRMRecruiting & transitionsComplianceFinancial planning software
70
ADAMS STREET PARTNERS, LLC grew from 157 to 190 advisory reps. IAPD ↗fund
$63.40B RAUM · 190 reps · 312-553-7890 · adamsstreetpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. grew from 157 to 177 advisory reps. IAPD ↗fund
$79.17B RAUM · 177 reps · 305-695-5500
CRMRecruiting & transitionsComplianceFinancial planning software
70
SPECTRUM ASSET MANAGEMENT INC grew from 9 to 11 advisory reps. IAPD ↗
$657.3M RAUM · 11 reps · 949-717-3400 · myspectrum.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
NORTH POINT PORTFOLIO MANAGERS CORPORATION grew from 4 to 6 advisory reps. IAPD ↗
$773.3M RAUM · 6 reps · 440-720-1100 · nppmcorp.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SHAKESPEARE WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$641.9M RAUM · 6 reps · 262-814-1600 · shakespeareinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CORUS FAMILY WEALTH ADVISORS, INC. grew from 6 to 8 advisory reps. IAPD ↗
$619.5M RAUM · 8 reps · 972-422-1010
CRMRecruiting & transitionsComplianceFinancial planning software
70
ELEMENT WEALTH, LLC grew from 7 to 9 advisory reps. IAPD ↗
$743.7M RAUM · 9 reps · 601-957-6006 · myelementwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ROBERTSON INVESTMENT MANAGEMENT grew from 8 to 10 advisory reps. IAPD ↗
$534.1M RAUM · 10 reps · 713-622-4077 · robertsonwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TRANSITION FINANCIAL ADVISORS GROUP, LLC grew from 3 to 5 advisory reps. IAPD ↗
$300.6M RAUM · 5 reps · (480) 722-9414 · transitionfinancial.ca
CRMRecruiting & transitionsComplianceFinancial planning software
70
FINANCIAL SECURITY MANAGEMENT, INC grew from 5 to 7 advisory reps. IAPD ↗
$611.5M RAUM · 7 reps · 303-988-1411 · fsm-inc.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WEALTHHARBOR CAPITAL GROUP, LLC grew from 4 to 6 advisory reps. IAPD ↗
$334.7M RAUM · 6 reps · 504-482-1962 · wealthharbor.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CABOT PROPERTIES L.P. grew from 118 to 134 advisory reps. IAPD ↗fund
$9.11B RAUM · 134 reps · 617-723-7400 · cabotprop.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WATERFORD ADVISORS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$399.1M RAUM · 7 reps · 716-580-3906 · waterfordadv.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GERBER, LLC grew from 2 to 4 advisory reps. IAPD ↗
$592.1M RAUM · 4 reps · 614-431-4343
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE ASSET BASED FINANCE ADVISORS LP grew from 297 to 386 advisory reps. IAPD ↗fund
$70.45B RAUM · 386 reps · 212-503-2100 · blackstone.podbean.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MATSON FINANCIAL ADVISORS, INC. grew from 3 to 5 advisory reps. IAPD ↗
$518.9M RAUM · 5 reps · 203-743-0131
CRMRecruiting & transitionsComplianceFinancial planning software
70
MARINER INVESTMENT GROUP, LLC grew from 74 to 91 advisory reps. IAPD ↗fund
$149.62B RAUM · 91 reps · 914-670-4300 · marinerinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALLGEN FINANCIAL ADVISORS, INC. grew from 10 to 12 advisory reps. IAPD ↗
$475.2M RAUM · 12 reps · 407-210-3888 · allgenfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MORGAN STANLEY REAL ESTATE ADVISOR, INC. grew from 83 to 170 advisory reps. IAPD ↗institutional
$0 RAUM · 170 reps · (212) 761-7160 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PERSIUM ADVISORS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$583.6M RAUM · 11 reps · 678-322-3000 · persiumgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FORTRESS INVESTMENT GROUP grew from 406 to 432 advisory reps. IAPD ↗fund
$87.30B RAUM · 432 reps · 212-798-6100 · fortress.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARES MANAGEMENT LLC grew from 1092 to 1550 advisory reps. IAPD ↗fund
$458.82B RAUM · 1550 reps · 310-201-4100 · aresfoundation.org
CRMRecruiting & transitionsComplianceFinancial planning software
70
TPG ANGELO GORDON grew from 326 to 389 advisory reps. IAPD ↗fund
$115.94B RAUM · 389 reps · 212.692.2000
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC grew from 283 to 339 advisory reps. IAPD ↗fund
$35.71B RAUM · 339 reps · 212-503-2100 · blackstone.podbean.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAIN CAPITAL CREDIT, LP grew from 255 to 272 advisory reps. IAPD ↗fund
$76.30B RAUM · 272 reps · 617-516-2318 · baincapitalspecialsituations.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TWO SIGMA INVESTMENTS, LP grew from 749 to 784 advisory reps. IAPD ↗fund
$232.82B RAUM · 784 reps · (212) 625-5700 · twosigma.cn
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP grew from 344 to 443 advisory reps. IAPD ↗fund
$44.11B RAUM · 443 reps · 212-503-2100 · spoti.fi
CRMRecruiting & transitionsComplianceFinancial planning software
70
BALYASNY ASSET MANAGEMENT L.P. grew from 869 to 1026 advisory reps. IAPD ↗fund
$248.14B RAUM · 1026 reps · 312-499-2999
CRMRecruiting & transitionsComplianceFinancial planning software
70
CAPCO ASSET MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗
$468.6M RAUM · 5 reps · 813-805-0777 · capcovalue.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
APOLLO CAPITAL MANAGEMENT, L.P. grew from 842 to 912 advisory reps. IAPD ↗fund
$718.48B RAUM · 912 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
70
AKSIA LLC grew from 96 to 128 advisory reps. IAPD ↗fund
$35.20B RAUM · 128 reps · 212-710-5710
CRMRecruiting & transitionsComplianceFinancial planning software
70
SATOVSKY ASSET MANAGEMENT LLC grew from 5 to 7 advisory reps. IAPD ↗
$974.8M RAUM · 7 reps · 212-584-1900
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE LIQUID CREDIT STRATEGIES LLC grew from 325 to 408 advisory reps. IAPD ↗fund
$18.79B RAUM · 408 reps · 212-503-2100
CRMRecruiting & transitionsComplianceFinancial planning software
70
CASTLELAKE, L.P. grew from 82 to 98 advisory reps. IAPD ↗fund
$35.29B RAUM · 98 reps · 612-851-3000
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAIN CAPITAL PRIVATE EQUITY, LP grew from 419 to 436 advisory reps. IAPD ↗fund
$96.43B RAUM · 436 reps · 617-516-2318 · baincapitallifesciences.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
OPTIMUS CAPITAL ADVISORS, LLC grew from 2 to 4 advisory reps. IAPD ↗
$264.1M RAUM · 4 reps · 972-745-7704 · optimusca.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GC ADVISORS LLC grew from 255 to 274 advisory reps. IAPD ↗fund
$177.85B RAUM · 274 reps · 312-205-5050
CRMRecruiting & transitionsComplianceFinancial planning software
70
CITADEL ADVISORS LLC grew from 1237 to 1314 advisory reps. IAPD ↗fund
$570.62B RAUM · 1314 reps · 786-741-5389
CRMRecruiting & transitionsComplianceFinancial planning software
70
COOK & BYNUM CAPITAL MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$359.8M RAUM · 6 reps · 205-994-2815 · cookandbynum.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WEALTHVIEW CAPITAL, LLC grew from 2 to 4 advisory reps. IAPD ↗
$319.5M RAUM · 4 reps · 601-981-4040
CRMRecruiting & transitionsComplianceFinancial planning software
70
IRONWOOD FINANCIAL, LLC grew from 6 to 8 advisory reps. IAPD ↗
$662.5M RAUM · 8 reps · 520-318-4600 · ironwoodfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MISSION CREEK CAPITAL PARTNERS, INC. grew from 8 to 10 advisory reps. IAPD ↗
$741.6M RAUM · 10 reps · 415-363-0400 · missioncreekcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BROOKFIELD ASSET MANAGEMENT PIC US, LLC grew from 1610 to 1790 advisory reps. IAPD ↗fund
$105.30B RAUM · 1790 reps · 212-417-7000 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE LIQUID CREDIT ADVISORS I LLC grew from 304 to 408 advisory reps. IAPD ↗fund
$51.63B RAUM · 408 reps · 212-503-2100
CRMRecruiting & transitionsComplianceFinancial planning software
70
OBRA CAPITAL MANAGEMENT, LLC. grew from 60 to 84 advisory reps. IAPD ↗fund
$5.75B RAUM · 84 reps · 917-831-1000
CRMRecruiting & transitionsComplianceFinancial planning software
70
ELDRIDGE CREDIT ADVISERS, LLC grew from 43 to 110 advisory reps. IAPD ↗fund
$8.46B RAUM · 110 reps · 212-895-2000
CRMRecruiting & transitionsComplianceFinancial planning software
70
HUDSON BAY CAPITAL MANAGEMENT LP grew from 137 to 153 advisory reps. IAPD ↗fund
$40.71B RAUM · 153 reps · (475) 900-9550 · hudsonbaycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
VERITION FUND MANAGEMENT LLC grew from 414 to 520 advisory reps. IAPD ↗fund
$139.39B RAUM · 520 reps · 203-742-7700
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAYVIEW ASSET MANAGEMENT, LLC grew from 179 to 195 advisory reps. IAPD ↗fund
$64.21B RAUM · 195 reps · 305-854-8880 · bayview.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HAYFIN CAPITAL MANAGEMENT LLC grew from 16 to 32 advisory reps. IAPD ↗fund
$1.61B RAUM · 32 reps · 212-680-0011 · hayfin.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC grew from 206 to 239 advisory reps. IAPD ↗fund
$142.19B RAUM · 239 reps · 212-810-5300 · global-infra.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PROMUS ADVISORS grew from 2 to 4 advisory reps. IAPD ↗
$384.6M RAUM · 4 reps · 214-612-5750 · promusadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WWM FINANCIAL grew from 5 to 7 advisory reps. IAPD ↗
$381.8M RAUM · 7 reps · (760) 692-5190
CRMRecruiting & transitionsComplianceFinancial planning software
70
FORTRESS PLANNING GROUP grew from 3 to 5 advisory reps. IAPD ↗
$345.3M RAUM · 5 reps · 262-264-5838 · bestinwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CLEARLAKE CAPITAL GROUP, L.P. grew from 64 to 97 advisory reps. IAPD ↗fund
$83.56B RAUM · 97 reps · 310-400-8800 · clearlake.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HARRISON STREET ADVISORS, LLC grew from 209 to 225 advisory reps. IAPD ↗fund
$20.18B RAUM · 225 reps · 312-920-0500 · harrisonst.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MILLENNIUM MANAGEMENT LLC grew from 2892 to 3055 advisory reps. IAPD ↗fund
$720.85B RAUM · 3055 reps · 212-841-4100 · mlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
AXONIC CAPITAL LLC grew from 20 to 36 advisory reps. IAPD ↗fund
$9.96B RAUM · 36 reps · 212-259-0430 · axonicfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
STONEPEAK grew from 154 to 186 advisory reps. IAPD ↗fund
$81.91B RAUM · 186 reps · 212-907-5100
CRMRecruiting & transitionsComplianceFinancial planning software
70
TPG CAPITAL ADVISORS, LLC grew from 386 to 410 advisory reps. IAPD ↗fund
$140.57B RAUM · 410 reps · 817-871-4000
CRMRecruiting & transitionsComplianceFinancial planning software
70
TUDOR INVESTMENT CORPORATION grew from 232 to 275 advisory reps. IAPD ↗fund
$106.84B RAUM · 275 reps · 203-863-6700 · tudor.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ROI FINANCIAL grew from 3 to 5 advisory reps. IAPD ↗
$264.2M RAUM · 5 reps · 503-941-5925
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALTERNATIVE INVESTMENT ADVISORS, LLC grew from 9 to 11 advisory reps. IAPD ↗
$385.9M RAUM · 11 reps · 407-261-4242 · ffs1.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GREYSTAR INVESTMENT GROUP, LLC grew from 551 to 588 advisory reps. IAPD ↗fund
$36.50B RAUM · 588 reps · 843-579-9400 · greystar.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
COMVEST ADVISORS LLC grew from 101 to 128 advisory reps. IAPD ↗fund
$2.43B RAUM · 128 reps · 561-727-2000 · comvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BDT CAPITAL PARTNERS grew from 208 to 231 advisory reps. IAPD ↗fund
$51.52B RAUM · 231 reps · 312-660-7300 · bdtmsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
NEW MOUNTAIN CAPITAL, LLC grew from 137 to 154 advisory reps. IAPD ↗fund
$46.41B RAUM · 154 reps · 212-720-0300 · wikipedia.org
CRMRecruiting & transitionsComplianceFinancial planning software
70
MSD PARTNERS, L.P. grew from 208 to 231 advisory reps. IAPD ↗fund
$21.30B RAUM · 231 reps · 212-303-1650 · bdtmsd.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
VINCI PARTNERS USA grew from 4 to 6 advisory reps. IAPD ↗
$327.0M RAUM · 6 reps · 1 646 559 8000 · vincicompass.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WATERWAY WEALTH MANAGEMENT, L.L.C. grew from 2 to 4 advisory reps. IAPD ↗
$675.8M RAUM · 4 reps · 281-363-0000 · waterwaywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARGENT RETIREMENT PLAN ADVISORS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$683.1M RAUM · 5 reps · 381-251-5800 · argentfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MURPHY & SYLVEST grew from 5 to 7 advisory reps. IAPD ↗
$425.7M RAUM · 7 reps · (214) 373-8362
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL REAL ESTATE CAPITAL LLC grew from 110 to 130 advisory reps. IAPD ↗fund
$67.88B RAUM · 130 reps · (212) 419-3000
CRMRecruiting & transitionsComplianceFinancial planning software
70
EPIQ PARTNERS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$290.9M RAUM · 6 reps · (612) 843-4800
CRMRecruiting & transitionsComplianceFinancial planning software
70
SILVERLAKE WEALTH MANAGEMENT LLC grew from 9 to 11 advisory reps. IAPD ↗
$849.1M RAUM · 11 reps · (802) 857-5083
CRMRecruiting & transitionsComplianceFinancial planning software
70
STONE RIDGE ASSET MANAGEMENT LLC grew from 29 to 47 advisory reps. IAPD ↗fund
$36.34B RAUM · 47 reps · 212-257-4750 · stoneridgefunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GREENWICH ADVISORS, LLC grew from 2 to 4 advisory reps. IAPD ↗
$293.2M RAUM · 4 reps · 203-489-0700 · greenwichadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TURN/RIVER MANAGEMENT, L.P. grew from 62 to 87 advisory reps. IAPD ↗fund
$6.59B RAUM · 87 reps · 415-858-0910 · turnriver.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MCBEATH FINANCIAL GROUP grew from 6 to 8 advisory reps. IAPD ↗
$287.0M RAUM · 8 reps · 309-808-2224 · mcbeathfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
OPINICUS grew from 3 to 5 advisory reps. IAPD ↗
$297.1M RAUM · 5 reps · (813) 443-4767
CRMRecruiting & transitionsComplianceFinancial planning software
70
LECONTE WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$346.8M RAUM · 6 reps · (865) 379-8200 · lecontewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SIMS INVESTMENT MANAGEMENT LLC grew from 4 to 6 advisory reps. IAPD ↗
$304.6M RAUM · 6 reps · 513-278-7467 · simsinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CRESTA ADVISORS grew from 7 to 9 advisory reps. IAPD ↗
$786.0M RAUM · 9 reps · 956-267-8130
CRMRecruiting & transitionsComplianceFinancial planning software
70
BROPHY WEALTH MANAGEMENT, LLC grew from 2 to 4 advisory reps. IAPD ↗
$532.5M RAUM · 4 reps · (603) 668-2303 · brophywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
TREXQUANT INVESTMENT LP grew from 102 to 139 advisory reps. IAPD ↗fund
$13.48B RAUM · 139 reps · 203-817-0551 · trexquant.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ADVANTAGE CAPITAL grew from 95 to 130 advisory reps. IAPD ↗fund
$1.28B RAUM · 130 reps · 504-522-4850
CRMRecruiting & transitionsComplianceFinancial planning software
70
SALVUS WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$316.5M RAUM · 6 reps · 732-542-2629
CRMRecruiting & transitionsComplianceFinancial planning software
70
ENGINEERS GATE MANAGER LP grew from 105 to 168 advisory reps. IAPD ↗fund
$23.17B RAUM · 168 reps · 646-757-2800
CRMRecruiting & transitionsComplianceFinancial planning software
70
CHICAGO PACIFIC FOUNDERS grew from 24 to 41 advisory reps. IAPD ↗fund
$6.78B RAUM · 41 reps · 312-273-4750
CRMRecruiting & transitionsComplianceFinancial planning software
70
ROSE CAPITAL ADVISORS, LLC grew from 7 to 9 advisory reps. IAPD ↗
$608.3M RAUM · 9 reps · 305-534-7673
CRMRecruiting & transitionsComplianceFinancial planning software
70
KEELER & NADLER FAMILY WEALTH grew from 7 to 9 advisory reps. IAPD ↗
$609.9M RAUM · 9 reps · 614-791-4123
CRMRecruiting & transitionsComplianceFinancial planning software
70
ICAPITAL ADVISORS, LLC grew from 25 to 46 advisory reps. IAPD ↗fund
$149.86B RAUM · 46 reps · 212-994-7400
CRMRecruiting & transitionsComplianceFinancial planning software
70
LEADING EDGE FINANCIAL PLANNING LLC grew from 7 to 9 advisory reps. IAPD ↗
$521.8M RAUM · 9 reps · 865-240-2292 · pilotmoneyguyspodcast.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MERIDIAN FINANCIAL PARTNERS LLC grew from 4 to 6 advisory reps. IAPD ↗
$627.6M RAUM · 6 reps · (540)-878-5416
CRMRecruiting & transitionsComplianceFinancial planning software
70
HPS INVESTMENT PARTNERS, LLC grew from 346 to 402 advisory reps. IAPD ↗fund
$175.72B RAUM · 402 reps · 212-287-6767
CRMRecruiting & transitionsComplianceFinancial planning software
70
ACUMEN WEALTH ADVISORS, LLC grew from 10 to 12 advisory reps. IAPD ↗
$638.5M RAUM · 12 reps · 423-825-4796
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL CREDIT ADVISORS LLC grew from 210 to 250 advisory reps. IAPD ↗fund
$64.86B RAUM · 250 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HURLOW WEALTH MANAGEMENT GROUP, INC. grew from 8 to 10 advisory reps. IAPD ↗
$794.4M RAUM · 10 reps · (812) 333-4726 · hurlowwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
POINT72 ASSET MANAGEMENT, L.P. grew from 1431 to 1587 advisory reps. IAPD ↗fund
$274.10B RAUM · 1587 reps · 203-890-2000
CRMRecruiting & transitionsComplianceFinancial planning software
70
SUMMIT WEALTH PARTNERS, LLC grew from 10 to 12 advisory reps. IAPD ↗
$675.7M RAUM · 12 reps · 407-656-2252
CRMRecruiting & transitionsComplianceFinancial planning software
70
SPG ADVISORS LLC grew from 6 to 8 advisory reps. IAPD ↗
$535.4M RAUM · 8 reps · 425-821-9442
CRMRecruiting & transitionsComplianceFinancial planning software
70
JLL PARTNERS, LLC grew from 20 to 36 advisory reps. IAPD ↗fund
$7.40B RAUM · 36 reps · 212-286-8600 · jllpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GOALVEST ADVISORY LLC grew from 5 to 7 advisory reps. IAPD ↗
$777.6M RAUM · 7 reps · (646) 941-8458
CRMRecruiting & transitionsComplianceFinancial planning software
70
OASIS WEALTH PLANNING ADVISORS grew from 5 to 7 advisory reps. IAPD ↗
$275.9M RAUM · 7 reps · (615) 933-3314 · oasiswealthatlanta.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MATRIX PRIVATE CAPITAL GROUP grew from 3 to 5 advisory reps. IAPD ↗
$561.0M RAUM · 5 reps · 312-736-9572 · matrixpcg.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GOODMAN ADVISORY GROUP, LLC grew from 4 to 6 advisory reps. IAPD ↗
$415.5M RAUM · 6 reps · (781) 559-0320
CRMRecruiting & transitionsComplianceFinancial planning software
70
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC grew from 66 to 122 advisory reps. IAPD ↗fund
$7.27B RAUM · 122 reps · 301-760-7600
CRMRecruiting & transitionsComplianceFinancial planning software
70
BALLAST ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$674.5M RAUM · 6 reps · (651) 478-4644
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. grew from 5 to 7 advisory reps. IAPD ↗
$423.0M RAUM · 7 reps · (805) 543-4366 · mybbfa.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
IRONBRIDGE PRIVATE WEALTH, LLC grew from 4 to 6 advisory reps. IAPD ↗
$379.7M RAUM · 6 reps · 512-327-8901
CRMRecruiting & transitionsComplianceFinancial planning software
70
ASTORIA PORTFOLIO ADVISORS LLC grew from 7 to 9 advisory reps. IAPD ↗
$977.6M RAUM · 9 reps · 212-381-6185
CRMRecruiting & transitionsComplianceFinancial planning software
70
MOMENTOUS WEALTH MANAGEMENT, INC. grew from 5 to 7 advisory reps. IAPD ↗
$409.9M RAUM · 7 reps · 360-597-4570
CRMRecruiting & transitionsComplianceFinancial planning software
70
BC PARTNERS ADVISORS L.P. grew from 31 to 46 advisory reps. IAPD ↗fund
$6.69B RAUM · 46 reps · 212-891-2880
CRMRecruiting & transitionsComplianceFinancial planning software
70
STWD INVESTMENT MANAGEMENT, LLC grew from 110 to 126 advisory reps. IAPD ↗fund
$5.43B RAUM · 126 reps · 305.695.5500
CRMRecruiting & transitionsComplianceFinancial planning software
70
G SQUARED EQUITY MANAGEMENT LP grew from 21 to 38 advisory reps. IAPD ↗fund
$6.60B RAUM · 38 reps · 312-552-7160 · gsquared.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GC OPAL ADVISORS LLC grew from 290 to 306 advisory reps. IAPD ↗fund
$124.30B RAUM · 306 reps · 312.205.5050 · gcimanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BRAINVEST WEALTH MANAGEMENT LLC grew from 3 to 5 advisory reps. IAPD ↗
$690.9M RAUM · 5 reps · 305-224-8834 · brainvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MARINER WEALTH grew from 50 to 65 advisory reps. IAPD ↗institutional
$0 RAUM · 65 reps · 913-904-5700 · mariner.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PEAK PLANNING GROUP, LLC grew from 5 to 7 advisory reps. IAPD ↗
$710.0M RAUM · 7 reps · 303-991-0056 · peakplan.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
AFFINITY WEALTH MANAGEMENT LLC grew from 9 to 11 advisory reps. IAPD ↗
$872.5M RAUM · 11 reps · (302) 652-6767 · affinitywealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARGONNE CAPITAL GROUP, LLC grew from 9 to 30 advisory reps. IAPD ↗fund
$1.68B RAUM · 30 reps · 404-364-2984
CRMRecruiting & transitionsComplianceFinancial planning software
70
DIGITAL BRIDGE ADVISORS, LLC grew from 53 to 71 advisory reps. IAPD ↗fund
$14.60B RAUM · 71 reps · 561-570-4644 · digitalbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
THE DALA GROUP, LLC grew from 5 to 7 advisory reps. IAPD ↗
$265.2M RAUM · 7 reps · 847-485-0248
CRMRecruiting & transitionsComplianceFinancial planning software
70
LMR PARTNERS LLC grew from 42 to 66 advisory reps. IAPD ↗fund
$140.11B RAUM · 66 reps · 646-891-5701 · lmrpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC grew from 210 to 250 advisory reps. IAPD ↗fund
$16.10B RAUM · 250 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC grew from 210 to 250 advisory reps. IAPD ↗fund
$46.06B RAUM · 250 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
FERGUSON SHAPIRO LLC grew from 3 to 5 advisory reps. IAPD ↗
$415.2M RAUM · 5 reps · (404) 567-6771 · fergusonshapiro.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HASSELL WEALTH MANAGEMENT grew from 4 to 6 advisory reps. IAPD ↗
$387.4M RAUM · 6 reps · 985-868-9881
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE ROCK FINANCIAL GROUP grew from 3 to 5 advisory reps. IAPD ↗
$381.8M RAUM · 5 reps · (302) 752-6637
CRMRecruiting & transitionsComplianceFinancial planning software
70
GREAT DIAMOND PARTNERS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$804.1M RAUM · 7 reps · 207-274-2500
CRMRecruiting & transitionsComplianceFinancial planning software
70
BELLWETHER WEALTH grew from 5 to 7 advisory reps. IAPD ↗
$784.0M RAUM · 7 reps · 402-476-8844 · vimeo.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PACES FERRY WEALTH ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$491.2M RAUM · 6 reps · 404-480-5200
CRMRecruiting & transitionsComplianceFinancial planning software
70
INTELLIGENT WEALTH SOLUTIONS LLC grew from 4 to 6 advisory reps. IAPD ↗
$961.0M RAUM · 6 reps · 877-699-3258
CRMRecruiting & transitionsComplianceFinancial planning software
70
RETIRERIGHT CONSULTING GROUP grew from 3 to 5 advisory reps. IAPD ↗
$561.1M RAUM · 5 reps · 515-868-0309
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE CLO MANAGEMENT LLC grew from 303 to 408 advisory reps. IAPD ↗fund
$30.69B RAUM · 408 reps · 212-503-2100 · blackstone.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BURKHOLDER WEALTH MANAGEMENT grew from 4 to 6 advisory reps. IAPD ↗
$379.9M RAUM · 6 reps · 918-727-7100
CRMRecruiting & transitionsComplianceFinancial planning software
70
BROWN | MILLER WEALTH MANAGEMENT, LLC grew from 9 to 11 advisory reps. IAPD ↗
$991.1M RAUM · 11 reps · 703-972-1950 · brownmillerwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SWAN CAPITAL grew from 4 to 6 advisory reps. IAPD ↗
$351.4M RAUM · 6 reps · (850) 380-9558 · pinterest.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
STONECROP WEALTH ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$299.5M RAUM · 6 reps · 610-628-0035
CRMRecruiting & transitionsComplianceFinancial planning software
70
WASHINGTON AVENUE ADVISORS grew from 7 to 9 advisory reps. IAPD ↗
$336.9M RAUM · 9 reps · 844-678-1842
CRMRecruiting & transitionsComplianceFinancial planning software
70
ELLIOTT INVESTMENT MANAGEMENT L.P. grew from 247 to 282 advisory reps. IAPD ↗fund
$128.62B RAUM · 282 reps · (561) 584-8800
CRMRecruiting & transitionsComplianceFinancial planning software
70
BR WEALTH MANAGEMENT grew from 3 to 5 advisory reps. IAPD ↗
$328.8M RAUM · 5 reps · 208-258-2540 · brwealthmgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CLOVER CREDIT MANAGEMENT, LLC grew from 303 to 408 advisory reps. IAPD ↗fund
$3.47B RAUM · 408 reps · 212-503-2100 · apple.co
CRMRecruiting & transitionsComplianceFinancial planning software
70
STRAIT & SOUND grew from 7 to 9 advisory reps. IAPD ↗
$333.7M RAUM · 9 reps · (425) 577-7710 · straitandsound.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
RISE ADVISORS, LLC grew from 5 to 7 advisory reps. IAPD ↗
$441.2M RAUM · 7 reps · 585-565-3444
CRMRecruiting & transitionsComplianceFinancial planning software
70
PACIFIC POINT ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$389.6M RAUM · 6 reps · 858-356-6600
CRMRecruiting & transitionsComplianceFinancial planning software
70
COMVEST CREDIT ADVISORS, LLC grew from 100 to 128 advisory reps. IAPD ↗fund
$9.25B RAUM · 128 reps · 561-727-2000
CRMRecruiting & transitionsComplianceFinancial planning software
70
ELYSIUM WEALTH MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗
$352.3M RAUM · 10 reps · 385-276-4716
CRMRecruiting & transitionsComplianceFinancial planning software
70
SYMETRA INVESTMENT MANAGEMENT COMPANY grew from 51 to 61 advisory reps. IAPD ↗institutional
$88.78B RAUM · 61 reps · 860-370-7812 · symetra.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
COMMONWEALTH CREDIT ADVISORS, LLC grew from 100 to 128 advisory reps. IAPD ↗fund
$1.73B RAUM · 128 reps · 561-727-2000
CRMRecruiting & transitionsComplianceFinancial planning software
70
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC grew from 1027 to 1421 advisory reps. IAPD ↗fund
$107.29B RAUM · 1421 reps · 2124177000 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
LANDING POINT FINANCIAL GROUP grew from 5 to 7 advisory reps. IAPD ↗
$381.3M RAUM · 7 reps · 440-365-9100
CRMRecruiting & transitionsComplianceFinancial planning software
70
MOMENT PRIVATE WEALTH grew from 4 to 6 advisory reps. IAPD ↗
$357.2M RAUM · 6 reps · (636) 591-1050 · momentprivatewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
REFRAME WEALTH, LLC grew from 2 to 4 advisory reps. IAPD ↗
$394.8M RAUM · 4 reps · (571) 354-8471 · reframewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC grew from 210 to 250 advisory reps. IAPD ↗fund
$6.95B RAUM · 250 reps · (212) 419-3000 · otic.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
HERITAGE WEALTH MANAGEMENT, INC. grew from 5 to 7 advisory reps. IAPD ↗
$643.4M RAUM · 7 reps · 858-613-9191 · heritagewealthusa.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
EQUITY WEALTH PARTNERS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$258.6M RAUM · 6 reps · 816-373-1068 · equitywp.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ARIS MANAGEMENT, LLC grew from 842 to 912 advisory reps. IAPD ↗fund
$2.08B RAUM · 912 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
70
VALTRION CAPITAL MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$287.3M RAUM · 6 reps · 833-856-2088 · valtrioncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
UNIVERSAL FINANCIAL ADVISORS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$277.5M RAUM · 8 reps · 314-721-5522 · universaladvisorsgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
BALLAST ROCK PRIVATE WEALTH grew from 6 to 8 advisory reps. IAPD ↗
$405.7M RAUM · 8 reps · (800) 204-2513 · ballastrockpw.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
OPAL CAPITAL LLC grew from 4 to 6 advisory reps. IAPD ↗
$348.3M RAUM · 6 reps · 917-716-6257
CRMRecruiting & transitionsComplianceFinancial planning software
70
26NORTH grew from 59 to 83 advisory reps. IAPD ↗fund
$32.68B RAUM · 83 reps · 212-257-5220 · 26n.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
MEMBERS WEALTH LLC grew from 4 to 6 advisory reps. IAPD ↗
$279.6M RAUM · 6 reps · 267-367-5453 · memberswealthllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
EVEXIA WEALTH, LLC grew from 6 to 8 advisory reps. IAPD ↗
$386.1M RAUM · 8 reps · (715) 344-9496
CRMRecruiting & transitionsComplianceFinancial planning software
70
PCM MANAGEMENT ADVISOR, LLC grew from 23 to 38 advisory reps. IAPD ↗fund
$7.89B RAUM · 38 reps · 440-528-0333 · peppertreecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
VARRA FINANCIAL grew from 5 to 7 advisory reps. IAPD ↗
$305.6M RAUM · 7 reps · 303 665 2822
CRMRecruiting & transitionsComplianceFinancial planning software
70
CORNERSTONE ADVISORS LLC grew from 5 to 7 advisory reps. IAPD ↗
$276.9M RAUM · 7 reps · 501-943-7132
CRMRecruiting & transitionsComplianceFinancial planning software
70
55 NORTH PRIVATE WEALTH grew from 5 to 7 advisory reps. IAPD ↗
$581.3M RAUM · 7 reps · 407-960-4769 · 55northprivatewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
LEGACY WEALTH ADVISORS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$922.8M RAUM · 5 reps · 305-808-6140 · lwgadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
QUANTUM PORTFOLIO MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$339.6M RAUM · 6 reps · 212-466-6760 · qmpm.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SYKON CAPITAL LLC grew from 4 to 6 advisory reps. IAPD ↗
$350.1M RAUM · 6 reps · 914-898-3694
CRMRecruiting & transitionsComplianceFinancial planning software
70
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC grew from 344 to 443 advisory reps. IAPD ↗fund
$57.92B RAUM · 443 reps · 212-503-2100
CRMRecruiting & transitionsComplianceFinancial planning software
70
CAZ INVESTMENTS REGISTERED ADVISER LLC grew from 56 to 68 advisory reps. IAPD ↗institutional
$540.6M RAUM · 68 reps · 713-403-8250
CRMRecruiting & transitionsComplianceFinancial planning software
70
FREESTONE GROVE PARTNERS LP grew from 75 to 105 advisory reps. IAPD ↗fund
$16.48B RAUM · 105 reps · 4159074100 · fgrovep.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
CURIO WEALTH, LLC grew from 7 to 9 advisory reps. IAPD ↗
$460.7M RAUM · 9 reps · 410-449-2599 · curiowealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
OBRA FUND MANAGEMENT, LLC grew from 5 to 40 advisory reps. IAPD ↗institutional
$71.6M RAUM · 40 reps · 917-831-1000 · obrafunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ALPINVEST US HOLDINGS, LLC grew from 106 to 127 advisory reps. IAPD ↗fund
$57.66B RAUM · 127 reps · (646) 735-4293
CRMRecruiting & transitionsComplianceFinancial planning software
70
JAIN GLOBAL LLC grew from 139 to 240 advisory reps. IAPD ↗fund
$32.39B RAUM · 240 reps · 212-671-4011 · jainglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
IMPACT RETIREMENT ADVISORS grew from 2 to 4 advisory reps. IAPD ↗
$827.7M RAUM · 4 reps · 507-581-6131 · impactretirementadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
QTR FAMILY WEALTH, LLC grew from 4 to 6 advisory reps. IAPD ↗
$749.3M RAUM · 6 reps · 407-745-0715 · qtrfamily.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
QUADRATURE US INC. grew from 94 to 120 advisory reps. IAPD ↗fund
$28.80B RAUM · 120 reps · 646-224-7425
CRMRecruiting & transitionsComplianceFinancial planning software
70
THIRD POINT PRIVATE CAPITAL LLC grew from 41 to 68 advisory reps. IAPD ↗institutional
$0 RAUM · 68 reps · 212-715-3880 · thirdpointprivatecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
NIGHT SQUARED LP grew from 9 to 11 advisory reps. IAPD ↗
$976.1M RAUM · 11 reps · 917-451-0055 · nightsquared.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PARADIGM INVESTMENT ADVISORY, LLC grew from 6 to 8 advisory reps. IAPD ↗
$425.1M RAUM · 8 reps · 908-450-7402 · paradigm-partners.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
WARNER WEALTH grew from 5 to 7 advisory reps. IAPD ↗
$458.5M RAUM · 7 reps · 203-929-2727 · warnerwealthct.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SANDS CAPITAL HORIZONS, LLC grew from 2 to 4 advisory reps. IAPD ↗
$466.9M RAUM · 4 reps · 703-562-4000 · sandscapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
GREENSTONE BELT WEALTH ADVISORS, LLC grew from 3 to 5 advisory reps. IAPD ↗
$260.1M RAUM · 5 reps · 312-952-6550
CRMRecruiting & transitionsComplianceFinancial planning software
70
ASSET ONE WEALTH MANAGEMENT, LLC grew from 7 to 9 advisory reps. IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
SPIEGELMAN WEALTH MANAGEMENT, INC. grew from 1 to 3 advisory reps. IAPD ↗
$443.0M RAUM · 3 reps · 925-385-6200 · spiegelmanwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC grew from 1 to 30 advisory reps. IAPD ↗institutional
$138.8M RAUM · 30 reps · 212-905-1000
CRMRecruiting & transitionsComplianceFinancial planning software
70
APOLLO MPS MANAGEMENT, LLC grew from 842 to 912 advisory reps. IAPD ↗institutional
$0 RAUM · 912 reps · 212-515-3200
CRMRecruiting & transitionsComplianceFinancial planning software
70
WASHINGTON PARK CAPITAL MANAGEMENT, LLC grew from 1 to 3 advisory reps. IAPD ↗
$359.5M RAUM · 3 reps · 503-222-9917 · waparkadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
70
ETERNA GROWTH PARTNERS grew from 3 to 34 advisory reps. IAPD ↗fund
$3.55B RAUM · 34 reps · 508-776-0094 · eternagrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
SUPREME ALLIANCE LLC grew from 11 to 15 advisory reps. IAPD ↗
$35.3M RAUM · 15 reps · 561-460-2870 · supremealliancellc.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
BNP PARIBAS ASSET MANAGEMENT USA, INC. grew from 54 to 68 advisory reps. IAPD ↗fund
$48.44B RAUM · 68 reps · 212-681-3181 · bnpparibas-am.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
HSBC GLOBAL ASSET MANAGEMENT (USA) INC. grew from 56 to 65 advisory reps. IAPD ↗institutional
$156.56B RAUM · 65 reps · 212-525-4107 · assetmanagement.us.hsbc.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
FLORIAN FINANCIAL GROUP LLC grew from 1 to 5 advisory reps. IAPD ↗
$215.0M RAUM · 5 reps · 716-810-9590 · florianfinancialgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
EVERGREEN INVESTMENT ADVISORS grew from 2 to 16 advisory reps. IAPD ↗fund
$11.60B RAUM · 16 reps · 312-499-8500 · evergreen.net
CRMRecruiting & transitionsComplianceFinancial planning software
69
QUEST 10 WEALTH BUILDERS, INC. grew from 4 to 8 advisory reps. IAPD ↗
$237.7M RAUM · 8 reps · 919-552-4286 · completefinancialsolutions.org
CRMRecruiting & transitionsComplianceFinancial planning software
69
SIMPLYRIA ADVISOR NETWORK grew from 20 to 24 advisory reps. IAPD ↗
$214.9M RAUM · 24 reps · 810-355-1325 · caitlinjohn.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
SOUND POINT CAPITAL MANAGEMENT, LP grew from 71 to 85 advisory reps. IAPD ↗fund
$36.98B RAUM · 85 reps · (212) 895-2280
CRMRecruiting & transitionsComplianceFinancial planning software
69
DUTCH ASSET CORPORATION grew from 4 to 8 advisory reps. IAPD ↗
$186.9M RAUM · 8 reps · 518-478-8077 · dutchasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
FOUR POINTS ADVISORS, LLC grew from 7 to 11 advisory reps. IAPD ↗
$40.0M RAUM · 11 reps · 646-300-6129 · 4pointsadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
SIMMONS CAPITAL GROUP grew from 4 to 8 advisory reps. IAPD ↗
$213.0M RAUM · 8 reps · (518) 406-5624 · simmonscapitalgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
BRASIL PLURAL INVESTMENT ADVISOR LLC grew from 10 to 14 advisory reps. IAPD ↗
$201.6M RAUM · 14 reps · (305) 904-9496
CRMRecruiting & transitionsComplianceFinancial planning software
69
J.M. ARBOUR, LLC grew from 6 to 10 advisory reps. IAPD ↗
$183.2M RAUM · 10 reps · (207) 248-6767 · jmarbour.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
THE WEALTH BOUTIQUE grew from 7 to 11 advisory reps. IAPD ↗
$120.8M RAUM · 11 reps · 908-955-0077 · clarityfinsolutions.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
ICW HOLDINGS, LLC grew from 1 to 5 advisory reps. IAPD ↗
$136.2M RAUM · 5 reps · 347-413-4750 · icwinvest.co
CRMRecruiting & transitionsComplianceFinancial planning software
69
ALIANZA CORP. INVESTMENT ADVISOR grew from 1 to 5 advisory reps. IAPD ↗
$204.1M RAUM · 5 reps · 954-330-1741
CRMRecruiting & transitionsComplianceFinancial planning software
69
RCM GA MANAGER LLC grew from 10 to 19 advisory reps. IAPD ↗institutional
$1.31B RAUM · 19 reps · 212-850-7770 · rithmcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
TOTAL WEALTH SERVICES, LLC grew from 2 to 6 advisory reps. IAPD ↗
$186.1M RAUM · 6 reps · 818-309-3071 · totalwealthservices.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
AUDAX PDB MANAGEMENT COMPANY, LLC grew from 71 to 80 advisory reps. IAPD ↗institutional
$1.17B RAUM · 80 reps · 212-703-2700
CRMRecruiting & transitionsComplianceFinancial planning software
69
IDIRECT PRIVATE CREDIT ADVISORS LLC grew from 10 to 21 advisory reps. IAPD ↗institutional
$290.9M RAUM · 21 reps · 212-994-7400 · icapitalnetwork.com
CRMRecruiting & transitionsComplianceFinancial planning software
69
MARTINWRIGHT ADVISORY, LLC grew from 1 to 5 advisory reps. IAPD ↗
$160.7M RAUM · 5 reps · 404-882-8756 · mwadvisory.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
BLACKSTONE MANAGEMENT PARTNERS L.L.C. grew from 182 to 195 advisory reps. IAPD ↗fund
$145.73B RAUM · 195 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
68
RMR WEALTH MANAGEMENT grew from 4 to 7 advisory reps. IAPD ↗
$195.4M RAUM · 7 reps · 212-785-4377 · rmrwm.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
KING STREET CAPITAL MANAGEMENT, L.P. grew from 86 to 99 advisory reps. IAPD ↗fund
$34.57B RAUM · 99 reps · 212-812-3100
CRMRecruiting & transitionsComplianceFinancial planning software
68
J. GOLDMAN & CO., L.P. grew from 65 to 78 advisory reps. IAPD ↗fund
$4.87B RAUM · 78 reps · 212-262-4990 · jgoldmanlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
TREASURE COAST FINANCIAL PLANNING, INC. grew from 2 to 5 advisory reps. IAPD ↗
$241.5M RAUM · 5 reps · 772-231-1422 · theplanningco.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
PARADY WEALTH MANAGEMENT grew from 2 to 5 advisory reps. IAPD ↗
$145.7M RAUM · 5 reps · 352-674-3911
CRMRecruiting & transitionsComplianceFinancial planning software
68
FSAM LLC grew from 8 to 11 advisory reps. IAPD ↗
$138.4M RAUM · 11 reps · 770-777-9373 · fssec.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
CENTENNIAL ADVISORS, LLC grew from 6 to 9 advisory reps. IAPD ↗
$237.3M RAUM · 9 reps · (512) 265-5000 · iwanttoretirewell.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
SONA ASSET MANAGEMENT (US) LLC grew from 18 to 31 advisory reps. IAPD ↗fund
$33.49B RAUM · 31 reps · (646) 779-6300
CRMRecruiting & transitionsComplianceFinancial planning software
68
CAPITAL ADVISOR NETWORK grew from 6 to 9 advisory reps. IAPD ↗
$124.5M RAUM · 9 reps · 765-588-1647
CRMRecruiting & transitionsComplianceFinancial planning software
68
QUILITY FINANCIAL ADVISORS grew from 10 to 13 advisory reps. IAPD ↗
$84.7M RAUM · 13 reps · 321-888-2599
CRMRecruiting & transitionsComplianceFinancial planning software
68
DRIVEN INVESTMENTS LLC grew from 5 to 8 advisory reps. IAPD ↗
$239.2M RAUM · 8 reps · 844-932-3272
CRMRecruiting & transitionsComplianceFinancial planning software
68
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC grew from 914 to 1096 advisory reps. IAPD ↗fund
$911.7M RAUM · 1096 reps · 212-417-7000 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC grew from 109 to 117 advisory reps. IAPD ↗institutional
$1.26B RAUM · 117 reps · (203) 542-4200
CRMRecruiting & transitionsComplianceFinancial planning software
68
ADDITION WEALTH grew from 10 to 13 advisory reps. IAPD ↗
$0 RAUM · 13 reps · 917-426-6711
CRMRecruiting & transitionsComplianceFinancial planning software
68
FUNDIFY ADVISORS LLC grew from 3 to 6 advisory reps. IAPD ↗
$888,512 RAUM · 6 reps · 512-645-1010 · fundify.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
TSG ALPHA PARTNERS, LLC grew from 6 to 9 advisory reps. IAPD ↗
$134.9M RAUM · 9 reps · 631-403-5364 · tsginvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
COMVEST CREDIT MANAGERS, LLC grew from 100 to 128 advisory reps. IAPD ↗fund
$956.8M RAUM · 128 reps · (561) 727-2000 · comvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
LUMIDA WEALTH MANAGEMENT LLC grew from 1 to 4 advisory reps. IAPD ↗
$132.8M RAUM · 4 reps · (917) 541-0170
CRMRecruiting & transitionsComplianceFinancial planning software
68
BLUE OWL STRATEGIC EQUITY ADVISORS LLC grew from 210 to 250 advisory reps. IAPD ↗fund
$613.9M RAUM · 250 reps · (212) 419-3000
CRMRecruiting & transitionsComplianceFinancial planning software
68
LITTLE RIVER CAPITAL PARTNERS, LP grew from 4 to 7 advisory reps. IAPD ↗
$160.1M RAUM · 7 reps · 917-224-7259 · littleriverinvest.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ELDRIDGE GP1 ADVISERS grew from 20 to 110 advisory reps. IAPD ↗fund
$510.0M RAUM · 110 reps · (212) 895-2000 · eldridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
WELARA grew from 3 to 6 advisory reps. IAPD ↗
$83.7M RAUM · 6 reps · 917-524-6125
CRMRecruiting & transitionsComplianceFinancial planning software
68
DACHTLER WEALTH ADVISORS, LLC grew from 1 to 4 advisory reps. IAPD ↗
$120.4M RAUM · 4 reps · 916-933-3076 · dachtlerwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
BZ WEALTH ADVISORS, LLC grew from 3 to 6 advisory reps. IAPD ↗
$26.0M RAUM · 6 reps · 2085084070 · bz-wealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
68
ARIXA MANAGEMENT, LLC grew from 32 to 42 advisory reps. IAPD ↗institutional
$647.9M RAUM · 42 reps · (310) 905-3050 · arixacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
NATIONWIDE SECURITIES, LLC grew from 5 to 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 888-753-7364 · nationwide.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ALLSTATE INVESTMENT MANAGEMENT COMPANY grew from 107 to 119 advisory reps. IAPD ↗fund
$26.46B RAUM · 119 reps · 312-728-5494 · allstateinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
USI ADVISORS grew from 41 to 48 advisory reps. IAPD ↗institutional
$56.28B RAUM · 48 reps · 860-633-5283 · usiadvisorsinc.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
FINANCIAL MANAGEMENT, INC. grew from 3 to 5 advisory reps. IAPD ↗
$224.5M RAUM · 5 reps · 501-227-7400 · fmioffice.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PRIVATE ASSET MANAGEMENT INC grew from 2 to 4 advisory reps. IAPD ↗
$109.5M RAUM · 4 reps · 425-213-1600
CRMRecruiting & transitionsComplianceFinancial planning software
67
MILLER, GESKO & COMPANY INC. grew from 3 to 5 advisory reps. IAPD ↗
$183.1M RAUM · 5 reps · 716 852-7628 · millergesko.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
CAZ INVESTMENTS L.P. grew from 56 to 68 advisory reps. IAPD ↗fund
$10.83B RAUM · 68 reps · 713-403-8250 · cazinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
CONTEGO CAPITAL GROUP, INC. grew from 6 to 8 advisory reps. IAPD ↗
$88.0M RAUM · 8 reps · 952-697-2570 · contegocap.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
TSAI CAPITAL CORPORATION grew from 1 to 3 advisory reps. IAPD ↗
$148.3M RAUM · 3 reps · 917-979-4821 · tsaicapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ADVANCED ADVISOR GROUP, LLC grew from 9 to 11 advisory reps. IAPD ↗
$10.9M RAUM · 11 reps · 763-689-9023
CRMRecruiting & transitionsComplianceFinancial planning software
67
PROVIDENCE FINANCIAL AND INSURANCES, INC. grew from 4 to 6 advisory reps. IAPD ↗
$215.0M RAUM · 6 reps · 818-887-6443 · providencefinancialradio.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
FORTRESS FINANCIAL SOLUTIONS, LLC grew from 6 to 8 advisory reps. IAPD ↗
$142.0M RAUM · 8 reps · 520-751-8600
CRMRecruiting & transitionsComplianceFinancial planning software
67
WISDOM FINANCIAL PLANNING grew from 1 to 3 advisory reps. IAPD ↗
$165.6M RAUM · 3 reps · 813-254-9500 · wisdomfp.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
DRAPER ASSET MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$231.0M RAUM · 6 reps · 631-361-4925 · draperasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ASCENDOR WEALTH, LLC grew from 5 to 7 advisory reps. IAPD ↗
$145.6M RAUM · 7 reps · 910-790-0122
CRMRecruiting & transitionsComplianceFinancial planning software
67
LAIDLAW WEALTH MANAGEMENT LLC grew from 3 to 5 advisory reps. IAPD ↗
$108.1M RAUM · 5 reps · 212-953-4910 · laidlawwealthmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
ALPHA WEALTH FUNDS, LLC grew from 7 to 9 advisory reps. IAPD ↗
$214.1M RAUM · 9 reps · 435-269-4100 · theinsidersfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BAUMAN WEALTH ADVISORS grew from 6 to 8 advisory reps. IAPD ↗
$206.4M RAUM · 8 reps · 702-897-9997
CRMRecruiting & transitionsComplianceFinancial planning software
67
FINANCIAL AVENUES grew from 2 to 4 advisory reps. IAPD ↗
$147.6M RAUM · 4 reps · 913-735-7283 · myfinancialavenues.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
SHADOWRIDGE ASSET MANAGEMENT, LLC grew from 5 to 7 advisory reps. IAPD ↗
$126.7M RAUM · 7 reps · 888-434-1427
CRMRecruiting & transitionsComplianceFinancial planning software
67
OPAL ADVISORS grew from 3 to 5 advisory reps. IAPD ↗
$174.0M RAUM · 5 reps · 425-835-3276 · opaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS grew from 68 to 75 advisory reps. IAPD ↗institutional
$20.82B RAUM · 75 reps · 212-850-4260
CRMRecruiting & transitionsComplianceFinancial planning software
67
PROPRIUM CAPITAL PARTNERS, L.P. grew from 15 to 27 advisory reps. IAPD ↗fund
$3.36B RAUM · 27 reps · (203) 883 0355
CRMRecruiting & transitionsComplianceFinancial planning software
67
MONROE CAPITAL BDC ADVISORS, LLC grew from 14 to 21 advisory reps. IAPD ↗institutional
$6.71B RAUM · 21 reps · (312) 258-8300
CRMRecruiting & transitionsComplianceFinancial planning software
67
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC grew from 64 to 76 advisory reps. IAPD ↗fund
$14.01B RAUM · 76 reps · 212-235-1000 · redbirdcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
WEALTH TEAMS ALLIANCE grew from 10 to 12 advisory reps. IAPD ↗
$223.9M RAUM · 12 reps · 877-282-4768 · wealth-teams.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
REVERE WEALTH MANAGEMENT LLC grew from 5 to 7 advisory reps. IAPD ↗
$78.3M RAUM · 7 reps · 212-688-2350 · reveresecurities.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BAYNTREE WEALTH ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗
$241.1M RAUM · 6 reps · 480.494.2750 · bayntree.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PINNACLE WEALTH MANAGEMENT GROUP, INC. grew from 2 to 4 advisory reps. IAPD ↗
$243.7M RAUM · 4 reps · 734-667-5581 · pwmgi.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PROSPERITEA PLANNING grew from 2 to 4 advisory reps. IAPD ↗
$176.9M RAUM · 4 reps · 413-829-4832
CRMRecruiting & transitionsComplianceFinancial planning software
67
REDDING RIDGE ASSET MANAGEMENT LLC grew from 39 to 51 advisory reps. IAPD ↗fund
$33.32B RAUM · 51 reps · (877) 256-7726
CRMRecruiting & transitionsComplianceFinancial planning software
67
BRIGHTSTAR CAPITAL PARTNERS grew from 27 to 39 advisory reps. IAPD ↗fund
$4.85B RAUM · 39 reps · 212-430-2500 · brightstarcp.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BRIGHTPLAN LLC grew from 7 to 9 advisory reps. IAPD ↗
$0 RAUM · 9 reps · 408-933-6188 · brightplan.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
NEST EGG grew from 7 to 9 advisory reps. IAPD ↗
$131.7M RAUM · 9 reps · 888-345-2163 · mybanknestegg.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
PRUDENTIAL SELECT STRATEGIES LLC grew from 45 to 52 advisory reps. IAPD ↗institutional
$22.78B RAUM · 52 reps · 973-802-3137
CRMRecruiting & transitionsComplianceFinancial planning software
67
DAVIS WEALTH ADVISORS grew from 3 to 5 advisory reps. IAPD ↗
$197.1M RAUM · 5 reps · 603-836-3477
CRMRecruiting & transitionsComplianceFinancial planning software
67
BLACKSTONE ISG-I ADVISORS L.L.C. grew from 32 to 44 advisory reps. IAPD ↗fund
$183.53B RAUM · 44 reps · 212-583-5000 · soundcloud.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BLACKSTONE ISG-II ADVISORS L.L.C. grew from 32 to 44 advisory reps. IAPD ↗fund
$8.01B RAUM · 44 reps · 212-583-5000
CRMRecruiting & transitionsComplianceFinancial planning software
67
LONE PEAK ADVISERS grew from 6 to 8 advisory reps. IAPD ↗
$125.4M RAUM · 8 reps · 801-855-8886 · lonepeakadvisers.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
DELOS CAPITAL ADVISORS grew from 4 to 6 advisory reps. IAPD ↗
$185.6M RAUM · 6 reps · 972-810-1610
CRMRecruiting & transitionsComplianceFinancial planning software
67
PLANROCK WEALTH STRATEGIES, LLC grew from 4 to 6 advisory reps. IAPD ↗
$71.0M RAUM · 6 reps · 800-677-6025 · planrock.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
EVOLUTION WEALTH MANAGEMENT INC. grew from 2 to 4 advisory reps. IAPD ↗
$171.7M RAUM · 4 reps · 239-771-8696
CRMRecruiting & transitionsComplianceFinancial planning software
67
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC grew from 201 to 213 advisory reps. IAPD ↗fund
$323.08B RAUM · 213 reps · 414-665-1444 · capital.northwesternmutual.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
KEYSTONE FINANCIAL SERVICES, LLC grew from 5 to 7 advisory reps. IAPD ↗
$240.3M RAUM · 7 reps · (402) 392-1212 · keystonefinancialservice.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
GLOBAL INVESTMENT ADVISORY grew from 3 to 5 advisory reps. IAPD ↗
$71.8M RAUM · 5 reps · (678) 583-1120 · globalria.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
DIAMOND CLIENT GROUP, LLC grew from 9 to 11 advisory reps. IAPD ↗
$185.8M RAUM · 11 reps · 832-319-1555
CRMRecruiting & transitionsComplianceFinancial planning software
67
DIRECTIONAL ADVISORS grew from 1 to 3 advisory reps. IAPD ↗
$43.0M RAUM · 3 reps · 214-714-5520
CRMRecruiting & transitionsComplianceFinancial planning software
67
FITZWILLIAMS WEALTH MANAGEMENT INC. grew from 4 to 6 advisory reps. IAPD ↗
$123.5M RAUM · 6 reps · 757-961-0700 · fitzwilliamsfinancial.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
KIRK CAPITAL ADVISORS LLC grew from 2 to 4 advisory reps. IAPD ↗
$204.9M RAUM · 4 reps · 888.340.5475 · kirkcapitaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
OAC CAPITAL ADVISORS LLC grew from 2 to 4 advisory reps. IAPD ↗
$212.0M RAUM · 4 reps · 345-749-4505 · oacadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
GAMBIT CAPITAL MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗
$167.5M RAUM · 6 reps · (651) 427-9001
CRMRecruiting & transitionsComplianceFinancial planning software
67
BURGESS INVESTMENT GROUP, LLC grew from 5 to 7 advisory reps. IAPD ↗
$147.1M RAUM · 7 reps · 864-920-3155 · retirerightuniversity.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
AMERICAN EXPATS IN EUROPE LTD. grew from 1 to 3 advisory reps. IAPD ↗
$2.6M RAUM · 3 reps · +353 831 682584
CRMRecruiting & transitionsComplianceFinancial planning software
67
STEWARD ADVISORS GROUP, LLC grew from 6 to 8 advisory reps. IAPD ↗
$105.4M RAUM · 8 reps · (518) 406-5624
CRMRecruiting & transitionsComplianceFinancial planning software
67
BALANZ grew from 2 to 4 advisory reps. IAPD ↗
$152.6M RAUM · 4 reps · 786 292-7009 · balanz.us
CRMRecruiting & transitionsComplianceFinancial planning software
67
LLR MANAGEMENT HOLDCO, L.P. grew from 39 to 51 advisory reps. IAPD ↗fund
$7.57B RAUM · 51 reps · 215-717-2900
CRMRecruiting & transitionsComplianceFinancial planning software
67
INDEX TECHNOLOGIES GROUP LLC grew from 4 to 6 advisory reps. IAPD ↗
$178.3M RAUM · 6 reps · 212-466-6760
CRMRecruiting & transitionsComplianceFinancial planning software
67
AZURA PARTNERS US LLC grew from 4 to 6 advisory reps. IAPD ↗
$71.3M RAUM · 6 reps · 347-249-2369 · azura.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
INNOVATIVE FAMILY OFFICE LLC grew from 6 to 8 advisory reps. IAPD ↗
$65.8M RAUM · 8 reps · (914) 427-8036 · innovativefo.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
RDG CAPITAL MANAGEMENT LLC grew from 1 to 3 advisory reps. IAPD ↗
$131.8M RAUM · 3 reps · 585-673-2690 · rdgcapitalmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
FCIG WEALTH MANAGEMENT, LLC grew from 2 to 4 advisory reps. IAPD ↗
$138.4M RAUM · 4 reps · 877-420-5234 · fcigglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
EXPRESSIVE WEALTH LLC grew from 7 to 9 advisory reps. IAPD ↗
$165.2M RAUM · 9 reps · 847-595-8812 · expressivewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
BLUE BEAR FINANCIAL, LLC grew from 1 to 3 advisory reps. IAPD ↗
$147.4M RAUM · 3 reps · 843-654-1377
CRMRecruiting & transitionsComplianceFinancial planning software
67
OXFORD WEALTH MANAGEMENT grew from 1 to 3 advisory reps. IAPD ↗
$109.6M RAUM · 3 reps · 385-206-5271
CRMRecruiting & transitionsComplianceFinancial planning software
67
CATOCTIN RIDGE WEALTH PARTNER grew from 2 to 4 advisory reps. IAPD ↗
$199.0M RAUM · 4 reps · 301-304-6004 · burhonfg.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
STRIVE FINANCIAL GROUP, LLC grew from 6 to 8 advisory reps. IAPD ↗
$246.7M RAUM · 8 reps · (317) 590-0146 · firefighterfinancialadvisor.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
JET WEALTH ADVISORS grew from 4 to 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 858-457-1003 · jetwealthadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
STORGATE, LLC grew from 2 to 4 advisory reps. IAPD ↗
$184.5M RAUM · 4 reps · (214) 434-1015 · storgate.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
SLEDGE AND COMPANY WEALTH ADVISORS grew from 2 to 4 advisory reps. IAPD ↗
$183.4M RAUM · 4 reps · 336-889-3013 · sledgeandcompany.com
CRMRecruiting & transitionsComplianceFinancial planning software
67
TUTTLE WEALTH PARTNERS LLC grew from 1 to 3 advisory reps. IAPD ↗
$75.1M RAUM · 3 reps · (800) 781-1219 · tuttlewealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
PANAGORA ASSET MANAGEMENT INC grew from 33 to 44 advisory reps. IAPD ↗fund
$44.13B RAUM · 44 reps · 617-439-6300 · panagora.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
WISDOMTREE ASSET MANAGEMENT, INC. grew from 22 to 28 advisory reps. IAPD ↗institutional
$88.38B RAUM · 28 reps · 212 801 2080
CRMRecruiting & transitionsComplianceFinancial planning software
66
ALPHADYNE ASSET MANAGEMENT LP grew from 24 to 35 advisory reps. IAPD ↗fund
$164.83B RAUM · 35 reps · 212-806-3700 · adyne.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
GRAHAM PARTNERS, LLC grew from 75 to 86 advisory reps. IAPD ↗fund
$4.90B RAUM · 86 reps · 610-408-0500 · gci-graham.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
CENTERBRIDGE PARTNERS, L.P. grew from 109 to 120 advisory reps. IAPD ↗fund
$79.86B RAUM · 120 reps · 212-672-5000 · centerbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
TJC LP grew from 77 to 88 advisory reps. IAPD ↗fund
$30.78B RAUM · 88 reps · 212 572-0800
CRMRecruiting & transitionsComplianceFinancial planning software
66
FALFURRIAS MANAGEMENT PARTNERS LP grew from 35 to 46 advisory reps. IAPD ↗fund
$3.71B RAUM · 46 reps · 704-371-3220 · falfurrias.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
GARDA CAPITAL PARTNERS grew from 59 to 70 advisory reps. IAPD ↗fund
$207.10B RAUM · 70 reps · 612-330-4900 · gardacp.dk
CRMRecruiting & transitionsComplianceFinancial planning software
66
CION ARES MANAGEMENT, LLC grew from 5 to 11 advisory reps. IAPD ↗institutional
$8.00B RAUM · 11 reps · 212-418-4700 · aresmgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC grew from 46 to 52 advisory reps. IAPD ↗institutional
$1.50B RAUM · 52 reps · 310-237-7594
CRMRecruiting & transitionsComplianceFinancial planning software
66
APERTURE INVESTORS, LLC grew from 23 to 34 advisory reps. IAPD ↗fund
$6.06B RAUM · 34 reps · 212-521-5180 · apertureinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
CHURCHILL DLC ADVISOR LLC grew from 73 to 79 advisory reps. IAPD ↗institutional
$2.05B RAUM · 79 reps · 212-478-9200 · churchillam.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
INFRARED CAPITAL PARTNERS (US) LLC grew from 15 to 21 advisory reps. IAPD ↗institutional
$2.44B RAUM · 21 reps · 1-212-297-2650
CRMRecruiting & transitionsComplianceFinancial planning software
66
OVERLAND ADVISORS, LLC grew from 107 to 118 advisory reps. IAPD ↗fund
$3.03B RAUM · 118 reps · 212-672-5000 · centerbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
CHURCHILL PCIF ADVISOR LLC grew from 73 to 79 advisory reps. IAPD ↗institutional
$2.23B RAUM · 79 reps · 212-478-9200 · churchillam.com
CRMRecruiting & transitionsComplianceFinancial planning software
66
ARINI CAPITAL MANAGEMENT US LLC grew from 7 to 13 advisory reps. IAPD ↗institutional
$27.99B RAUM · 13 reps · 332-253-4524
CRMRecruiting & transitionsComplianceFinancial planning software
65
FEDERATED SECURITIES CORP. grew from 203 to 213 advisory reps. IAPD ↗institutional
$0 RAUM · 213 reps · (412) 288-1900
CRMRecruiting & transitionsComplianceFinancial planning software
65
PGIM INVESTMENTS LLC grew from 92 to 97 advisory reps. IAPD ↗institutional
$344.84B RAUM · 97 reps · 1-800-225-1852 · prudential.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
RENAISSANCE TECHNOLOGIES LLC grew from 160 to 170 advisory reps. IAPD ↗fund
$96.38B RAUM · 170 reps · 212-829-4460 · rentec.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
SCULPTOR CAPITAL LP grew from 106 to 116 advisory reps. IAPD ↗fund
$52.68B RAUM · 116 reps · 212-790-0000
CRMRecruiting & transitionsComplianceFinancial planning software
65
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC grew from 85 to 95 advisory reps. IAPD ↗fund
$6.74B RAUM · 95 reps · 617-747-1600 · manulifeim.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
GOLDENTREE ASSET MANAGEMENT LP grew from 70 to 80 advisory reps. IAPD ↗fund
$70.14B RAUM · 80 reps · 212-847-3500 · goldentree.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
ARDIAN grew from 78 to 88 advisory reps. IAPD ↗fund
$2.77B RAUM · 88 reps · 212-506-5610
CRMRecruiting & transitionsComplianceFinancial planning software
65
GUINNESS ATKINSON ASSET MANAGEMENT, INC. grew from 17 to 24 advisory reps. IAPD ↗institutional
$344.4M RAUM · 24 reps · 626 628-2787
CRMRecruiting & transitionsComplianceFinancial planning software
65
PACIFIC FINANCIAL GROUP, LLC grew from 2 to 7 advisory reps. IAPD ↗institutional
$4.69B RAUM · 7 reps · 425-451-7722
CRMRecruiting & transitionsComplianceFinancial planning software
65
NATIONWIDE ASSET MANAGEMENT, LLC grew from 97 to 107 advisory reps. IAPD ↗fund
$15.19B RAUM · 107 reps · 614-435-6127
CRMRecruiting & transitionsComplianceFinancial planning software
65
KKR CREDIT ADVISORS (US) LLC grew from 171 to 181 advisory reps. IAPD ↗fund
$270.85B RAUM · 181 reps · 415-315-3620 · kkrfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
VOLEON CAPITAL MANAGEMENT LP grew from 18 to 28 advisory reps. IAPD ↗fund
$29.38B RAUM · 28 reps · 510-704-9870
CRMRecruiting & transitionsComplianceFinancial planning software
65
FIDUCIARY FIRST grew from 2 to 7 advisory reps. IAPD ↗institutional
$2.46B RAUM · 7 reps · 407.740.6111
CRMRecruiting & transitionsComplianceFinancial planning software
65
SARATOGA INVESTMENT ADVISORS, LLC grew from 18 to 23 advisory reps. IAPD ↗institutional
$1.90B RAUM · 23 reps · (212) 906-7800 · saratogainvestmentcorp.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. grew from 66 to 71 advisory reps. IAPD ↗institutional
$82.99B RAUM · 71 reps · 646-231-4000
CRMRecruiting & transitionsComplianceFinancial planning software
65
KPS CAPITAL PARTNERS, LP grew from 101 to 111 advisory reps. IAPD ↗fund
$19.08B RAUM · 111 reps · 212-338-5100 · kpsfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
GTCR LLC grew from 89 to 99 advisory reps. IAPD ↗fund
$48.64B RAUM · 99 reps · 312-382-2200 · gtcr.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
SQUAREPOINT OPS LLC grew from 51 to 61 advisory reps. IAPD ↗fund
$226.98B RAUM · 61 reps · 646 868 1500 · squarepoint-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
PNC REAL ESTATE grew from 176 to 186 advisory reps. IAPD ↗fund
$3.55B RAUM · 186 reps · 913-253-9150
CRMRecruiting & transitionsComplianceFinancial planning software
65
DWIGHT SECURITIES MANAGEMENT LLC grew from 24 to 34 advisory reps. IAPD ↗fund
$4.56B RAUM · 34 reps · 212-960-3750 · dwightmortgagetrust.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
MAIN MANAGEMENT FUND ADVISORS, LLC grew from 20 to 25 advisory reps. IAPD ↗institutional
$1.01B RAUM · 25 reps · 415-217-5800 · mainmgtetfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
DOMAIN TIMBER ADVISORS, LLC grew from 7 to 14 advisory reps. IAPD ↗institutional
$575.9M RAUM · 14 reps · 770-628-0700 · domaincapitalgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
MAIN MANAGEMENT ETF ADVISORS, LLC grew from 20 to 25 advisory reps. IAPD ↗institutional
$2.82B RAUM · 25 reps · 415-217-5800 · mainmgtetfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC grew from 70 to 80 advisory reps. IAPD ↗institutional
$237.5M RAUM · 80 reps · 212-847-3459 · goldentreefunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC grew from 147 to 157 advisory reps. IAPD ↗fund
$61.10B RAUM · 157 reps · 561-544-7475 · digitalbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
BLUE OWL GPSC ADVISORS LLC grew from 30 to 40 advisory reps. IAPD ↗fund
$94.65B RAUM · 40 reps · (212) 419-3000 · blueowl.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
PLEASANT LAKE PARTNERS LLC grew from 4 to 14 advisory reps. IAPD ↗fund
$2.06B RAUM · 14 reps · 804-363-4458 · plpfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
ARCTOS PARTNERS grew from 60 to 70 advisory reps. IAPD ↗fund
$18.22B RAUM · 70 reps · 972-918-3800
CRMRecruiting & transitionsComplianceFinancial planning software
65
HUNTER POINT CAPITAL LP grew from 45 to 55 advisory reps. IAPD ↗fund
$7.81B RAUM · 55 reps · (212) 970-0700 · hunterpointcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
PATIENT SQUARE CAPITAL, LP grew from 40 to 50 advisory reps. IAPD ↗fund
$17.51B RAUM · 50 reps · (650) 677-8100 · patientsquarecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
SYMMETRY INVESTMENTS US LLC grew from 4 to 9 advisory reps. IAPD ↗institutional
$16.83B RAUM · 9 reps · 212-381-4000 · symmetryinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
AGTB FUND MANAGER, LLC grew from 83 to 88 advisory reps. IAPD ↗institutional
$4.51B RAUM · 88 reps · 212-692-2000 · agtbcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
SCULPTOR ADVISORS LLC grew from 106 to 113 advisory reps. IAPD ↗institutional
$989.0M RAUM · 113 reps · 212-790-0000
CRMRecruiting & transitionsComplianceFinancial planning software
65
WOLFE RESEARCH ADVISORS, LLC grew from 120 to 143 advisory reps. IAPD ↗fund
$0 RAUM · 143 reps · 646-845-0700
CRMRecruiting & transitionsComplianceFinancial planning software
65
ELDRIDGE SME ADVISERS grew from 8 to 110 advisory reps. IAPD ↗fund
$200.9M RAUM · 110 reps · (212) 895-2000 · eldridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
65
ROYALTY PHARMA MANAGER, LLC grew from 43 to 48 advisory reps. IAPD ↗institutional
$18.54B RAUM · 48 reps · 212.883.0200 · royaltypharma.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
CAMPBELL GLOBAL grew from 22 to 31 advisory reps. IAPD ↗fund
$6.96B RAUM · 31 reps · 503-275-9675 · cglease.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
STRATEGIC VALUE PARTNERS, LLC grew from 102 to 111 advisory reps. IAPD ↗fund
$25.61B RAUM · 111 reps · 203-618-3500
CRMRecruiting & transitionsComplianceFinancial planning software
64
CVC CREDIT PARTNERS, LLC grew from 65 to 74 advisory reps. IAPD ↗fund
$61.63B RAUM · 74 reps · +1 212-506-3858
CRMRecruiting & transitionsComplianceFinancial planning software
64
NEWPORT GROUP CONSULTING, LLC grew from 10 to 14 advisory reps. IAPD ↗institutional
$5.05B RAUM · 14 reps · 407-333-2905
CRMRecruiting & transitionsComplianceFinancial planning software
64
BEACH POINT CAPITAL MANAGEMENT LP grew from 68 to 77 advisory reps. IAPD ↗fund
$29.77B RAUM · 77 reps · (310) 996-9700 · beachpoint.capital
CRMRecruiting & transitionsComplianceFinancial planning software
64
ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. grew from 53 to 62 advisory reps. IAPD ↗fund
$11.30B RAUM · 62 reps · 212-957-2500
CRMRecruiting & transitionsComplianceFinancial planning software
64
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP grew from 166 to 175 advisory reps. IAPD ↗fund
$46.63B RAUM · 175 reps · 212-446-4000 · davidsonkempner.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
SECOR INVESTMENT MANAGEMENT, LP grew from 17 to 21 advisory reps. IAPD ↗institutional
$2.17B RAUM · 21 reps · 212-980-7350 · secor-am.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
AUDAX PRIVATE DEBT grew from 71 to 80 advisory reps. IAPD ↗fund
$26.20B RAUM · 80 reps · 212-703-2700 · audaxcreditbdc.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ARGOSY CAPITAL grew from 51 to 60 advisory reps. IAPD ↗fund
$3.72B RAUM · 60 reps · 610-971-9685 · argosycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ATLAS HOLDINGS LLC grew from 48 to 57 advisory reps. IAPD ↗fund
$18.12B RAUM · 57 reps · 203-622-9138 · atlasholdingsllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
THE VISTRIA GROUP, LP grew from 55 to 64 advisory reps. IAPD ↗fund
$13.99B RAUM · 64 reps · 312-626-1100 · vistria.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
BERENBERG ASSET MANAGEMENT LLC grew from 8 to 17 advisory reps. IAPD ↗institutional
$34.8M RAUM · 17 reps · 646-949-9000
CRMRecruiting & transitionsComplianceFinancial planning software
64
OEP CAPITAL ADVISORS, L.P. grew from 45 to 54 advisory reps. IAPD ↗fund
$15.73B RAUM · 54 reps · 212-277-1500 · oneequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
50 SOUTH CAPITAL ADVISORS, LLC grew from 34 to 43 advisory reps. IAPD ↗fund
$16.07B RAUM · 43 reps · 312-557-1998
CRMRecruiting & transitionsComplianceFinancial planning software
64
SENDER COMPANY & PARTNERS, INC. grew from 7 to 18 advisory reps. IAPD ↗fund
$264.8M RAUM · 18 reps · 212-893-7459
CRMRecruiting & transitionsComplianceFinancial planning software
64
STORMFIELD CAPITAL, LLC grew from 8 to 14 advisory reps. IAPD ↗institutional
$776.4M RAUM · 14 reps · 203-628-4653
CRMRecruiting & transitionsComplianceFinancial planning software
64
HOLOCENE ADVISORS, LP grew from 42 to 51 advisory reps. IAPD ↗fund
$50.43B RAUM · 51 reps · 646-779-6420
CRMRecruiting & transitionsComplianceFinancial planning software
64
STONE POINT CREDIT ADVISER LLC grew from 55 to 64 advisory reps. IAPD ↗fund
$11.13B RAUM · 64 reps · 203-862-2900 · stonepoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
PERCHERON CAPITAL grew from 54 to 63 advisory reps. IAPD ↗fund
$5.06B RAUM · 63 reps · (415)738-4340 · percheroncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
HARBOURVIEW EQUITY PARTNERS, LLC grew from 36 to 45 advisory reps. IAPD ↗fund
$3.88B RAUM · 45 reps · 973-329-0285 · harbourviewequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
FIDELITY DIVERSIFYING SOLUTIONS LLC grew from 35 to 44 advisory reps. IAPD ↗fund
$18.88B RAUM · 44 reps · 617-563-7000
CRMRecruiting & transitionsComplianceFinancial planning software
64
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. grew from 23 to 32 advisory reps. IAPD ↗fund
$17.93B RAUM · 32 reps · 212-583-5000 · bxpef.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
ALIGN VENTURES grew from 8 to 17 advisory reps. IAPD ↗fund
$2.46B RAUM · 17 reps · 415-300-0759
CRMRecruiting & transitionsComplianceFinancial planning software
64
ABRY PARTNERS III, LLC grew from 50 to 59 advisory reps. IAPD ↗fund
$1.11B RAUM · 59 reps · (617) 859-2959 · abry.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
HARBOURVEST REGISTERED ADVISERS grew from 290 to 296 advisory reps. IAPD ↗institutional
$538.7M RAUM · 296 reps · 617-348-3707
CRMRecruiting & transitionsComplianceFinancial planning software
64
STONE POINT CREDIT INCOME ADVISER LLC grew from 55 to 64 advisory reps. IAPD ↗fund
$1.19B RAUM · 64 reps · 203-862-2900 · stonepoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
64
RITHM CAPITAL ADVISORS LLC grew from 10 to 21 advisory reps. IAPD ↗fund
$825.7M RAUM · 21 reps · 212 850 7770 · rithmcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
GUIDESTONE CAPITAL MANAGEMENT grew from 14 to 17 advisory reps. IAPD ↗institutional
$36.24B RAUM · 17 reps · 214-720-2148 · guidestonefunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
HARRISON STREET PRIVATE WEALTH LLC grew from 8 to 11 advisory reps. IAPD ↗institutional
$4.14B RAUM · 11 reps · 877-200-1878 · harrisonstpw.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
WEISS ASSET MANAGEMENT grew from 56 to 64 advisory reps. IAPD ↗fund
$15.56B RAUM · 64 reps · 617-778-7780 · weissasset.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
CORE AND VALUE ADVISORS, LLC grew from 69 to 77 advisory reps. IAPD ↗fund
$21.18B RAUM · 77 reps · 415-658-3300
CRMRecruiting & transitionsComplianceFinancial planning software
63
CROW HOLDINGS CAPITAL grew from 84 to 92 advisory reps. IAPD ↗fund
$14.45B RAUM · 92 reps · 214-661-8000
CRMRecruiting & transitionsComplianceFinancial planning software
63
SILVER POINT CAPITAL, L.P. grew from 109 to 117 advisory reps. IAPD ↗fund
$46.23B RAUM · 117 reps · 203-542-4200
CRMRecruiting & transitionsComplianceFinancial planning software
63
PACIFIC LAKE PARTNERS, L.L.C. grew from 14 to 22 advisory reps. IAPD ↗fund
$2.30B RAUM · 22 reps · 617-658-3024 · pacificlake.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
NAPIER PARK GLOBAL CAPITAL (US) LP grew from 35 to 43 advisory reps. IAPD ↗fund
$14.57B RAUM · 43 reps · 212-235-0717 · napierparkglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
BURFORD CAPITAL INVESTMENT MANAGEMENT LLC grew from 71 to 79 advisory reps. IAPD ↗fund
$3.17B RAUM · 79 reps · 312-757-6070
CRMRecruiting & transitionsComplianceFinancial planning software
63
AGL CREDIT MANAGEMENT LLC grew from 34 to 42 advisory reps. IAPD ↗fund
$25.80B RAUM · 42 reps · 212-973-8600
CRMRecruiting & transitionsComplianceFinancial planning software
63
BAIN CAPITAL INSURANCE SOLUTIONS, LP grew from 24 to 32 advisory reps. IAPD ↗fund
$5.39B RAUM · 32 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
63
CLOSED LOOP CAPITAL MANAGEMENT grew from 13 to 23 advisory reps. IAPD ↗fund
$466.4M RAUM · 23 reps · 646-475-0201
CRMRecruiting & transitionsComplianceFinancial planning software
63
AFC MANAGEMENT, LLC grew from 6 to 11 advisory reps. IAPD ↗institutional
$275.8M RAUM · 11 reps · 561-510-2390 · advancedflowercapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
CORIENT IA LLC grew from 41 to 49 advisory reps. IAPD ↗fund
$5.11B RAUM · 49 reps · (305) 735-2020
CRMRecruiting & transitionsComplianceFinancial planning software
63
TEMA ETFS LLC grew from 5 to 8 advisory reps. IAPD ↗institutional
$1.46B RAUM · 8 reps · 443-222-1771 · temaetfs.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
PERTENTO ADVISORS LLC grew from 1 to 4 advisory reps. IAPD ↗institutional
$4.77B RAUM · 4 reps · 1 305 347 5123
CRMRecruiting & transitionsComplianceFinancial planning software
63
WILLIS ASSET FINANCE MANAGEMENT LLC grew from 5 to 15 advisory reps. IAPD ↗fund
$349.0M RAUM · 15 reps · (561) 349-9989
CRMRecruiting & transitionsComplianceFinancial planning software
63
PLUM ISLAND PARTNERS LLC grew from 3 to 8 advisory reps. IAPD ↗institutional
$550.0M RAUM · 8 reps · 212-600-9200
CRMRecruiting & transitionsComplianceFinancial planning software
63
CAZ GP STAKES ADVISER LLC grew from 60 to 68 advisory reps. IAPD ↗institutional
$99.0M RAUM · 68 reps · 713-403-8250
CRMRecruiting & transitionsComplianceFinancial planning software
63
GUIDESTONE INVESTMENT SERVICES grew from 8 to 11 advisory reps. IAPD ↗institutional
$3.91B RAUM · 11 reps · (214) 720-1198 · guidestoneocio.com
CRMRecruiting & transitionsComplianceFinancial planning software
63
AUREON MANAGEMENT LLC grew from 2 to 7 advisory reps. IAPD ↗institutional
$481.0M RAUM · 7 reps · 917-767-3845
CRMRecruiting & transitionsComplianceFinancial planning software
62
HARTFORD INVESTMENT MANAGEMENT COMPANY grew from 115 to 122 advisory reps. IAPD ↗fund
$123.58B RAUM · 122 reps · 860-297-6700
CRMRecruiting & transitionsComplianceFinancial planning software
62
TIAA-CREF TUITION FINANCING, INC. grew from 3 to 5 advisory reps. IAPD ↗institutional
$70.51B RAUM · 5 reps · 212-490-9000 · tiaa.org
CRMRecruiting & transitionsComplianceFinancial planning software
62
LASALLE INVESTMENT MANAGEMENT grew from 66 to 73 advisory reps. IAPD ↗fund
$11.46B RAUM · 73 reps · 312-897-4000
CRMRecruiting & transitionsComplianceFinancial planning software
62
ADVANCED PORTFOLIO MANAGEMENT, LLC grew from 4 to 11 advisory reps. IAPD ↗fund
$2.70B RAUM · 11 reps · 212-838-4700 · apmcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
NEXPOINT ASSET MANAGEMENT, L.P. grew from 4 to 6 advisory reps. IAPD ↗institutional
$2.76B RAUM · 6 reps · 214-276-6300 · nexpointassetmgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
ECP grew from 50 to 57 advisory reps. IAPD ↗fund
$33.39B RAUM · 57 reps · 973-671-6100
CRMRecruiting & transitionsComplianceFinancial planning software
62
WARBURG PINCUS LLC grew from 285 to 292 advisory reps. IAPD ↗fund
$108.66B RAUM · 292 reps · 212-878-0600
CRMRecruiting & transitionsComplianceFinancial planning software
62
FRAZIER HEALTHCARE PARTNERS grew from 69 to 76 advisory reps. IAPD ↗fund
$7.72B RAUM · 76 reps · 206-621-7200
CRMRecruiting & transitionsComplianceFinancial planning software
62
KNIGHTHEAD CAPITAL MANAGEMENT, LLC grew from 22 to 29 advisory reps. IAPD ↗fund
$18.99B RAUM · 29 reps · 212-356-2900
CRMRecruiting & transitionsComplianceFinancial planning software
62
GRIDIRON CAPITAL, LLC grew from 28 to 35 advisory reps. IAPD ↗fund
$9.52B RAUM · 35 reps · 203-972-1100 · gridironcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
RXR ASSET MANAGEMENT LLC grew from 41 to 48 advisory reps. IAPD ↗fund
$2.69B RAUM · 48 reps · 516-506-6000 · rxr.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
400 CAPITAL MANAGEMENT LLC grew from 26 to 33 advisory reps. IAPD ↗fund
$9.04B RAUM · 33 reps · (212) 612-3101 · 400capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
FRANCISCO PARTNERS grew from 86 to 93 advisory reps. IAPD ↗fund
$47.05B RAUM · 93 reps · (415) 418-2900
CRMRecruiting & transitionsComplianceFinancial planning software
62
TRIVEST INVESTMENT ADVISORS, LLC grew from 66 to 73 advisory reps. IAPD ↗fund
$6.01B RAUM · 73 reps · 305-858-2200
CRMRecruiting & transitionsComplianceFinancial planning software
62
HAMMES REALTY ADVISORS, LLC grew from 33 to 40 advisory reps. IAPD ↗fund
$2.02B RAUM · 40 reps · 414-509-2500 · hammespartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
RIVER CANYON FUND MANAGEMENT LLC grew from 48 to 55 advisory reps. IAPD ↗fund
$2.08B RAUM · 55 reps · 214 253 6000 · rivercanyonfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
QUANTBOT TECHNOLOGIES, LP grew from 40 to 47 advisory reps. IAPD ↗fund
$6.65B RAUM · 47 reps · 212-922-9624 · quantbot.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
BAIN CAPITAL ASSET MANAGEMENT, LP grew from 2 to 9 advisory reps. IAPD ↗fund
$16.29B RAUM · 9 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
62
CANYON CLO ADVISORS LP grew from 48 to 55 advisory reps. IAPD ↗fund
$11.91B RAUM · 55 reps · 214 253 6000
CRMRecruiting & transitionsComplianceFinancial planning software
62
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC grew from 16 to 25 advisory reps. IAPD ↗fund
$829.2M RAUM · 25 reps · 212-461-5761 · firstcitizens.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
TRANSPOSE PLATFORM MANAGEMENT, LLC grew from 5 to 12 advisory reps. IAPD ↗fund
$2.65B RAUM · 12 reps · 415-625-2720, EXT. 110
CRMRecruiting & transitionsComplianceFinancial planning software
62
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC grew from 34 to 41 advisory reps. IAPD ↗fund
$26.70B RAUM · 41 reps · 212-720-1000 · aquarianlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
PREP INVESTMENT ADVISERS, L.L.C. grew from 27 to 34 advisory reps. IAPD ↗fund
$1.91B RAUM · 34 reps · 312-499-1952
CRMRecruiting & transitionsComplianceFinancial planning software
62
EGERTON CAPITAL (US), LP grew from 5 to 7 advisory reps. IAPD ↗institutional
$19.53B RAUM · 7 reps · 16462932570 · egertoncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
CORNERSTONE ADVISORS, LLC grew from 5 to 7 advisory reps. IAPD ↗institutional
$3.04B RAUM · 7 reps · 828-210-8184
CRMRecruiting & transitionsComplianceFinancial planning software
62
HILDRED CAPITAL MANAGEMENT, LLC grew from 14 to 21 advisory reps. IAPD ↗fund
$3.92B RAUM · 21 reps · 646-362-5965
CRMRecruiting & transitionsComplianceFinancial planning software
62
TRUEMARK INVESTMENTS grew from 1 to 3 advisory reps. IAPD ↗institutional
$1.42B RAUM · 3 reps · 877-774-8783 · true-shares.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
PACELINE EQUITY PARTNERS, LLC grew from 30 to 37 advisory reps. IAPD ↗fund
$2.43B RAUM · 37 reps · 469-405-0908 · pacelineequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
MORGAN STANLEY | EATON VANCE CLO MANAGER LLC grew from 4 to 11 advisory reps. IAPD ↗fund
$4.33B RAUM · 11 reps · 212-761-4000 · morganstanley.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
PRINCETON EQUITY GROUP grew from 14 to 21 advisory reps. IAPD ↗fund
$1.72B RAUM · 21 reps · 609-454-5700 · princetonequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
EDEN GLOBAL ADVISORS LLC grew from 13 to 22 advisory reps. IAPD ↗fund
$285.6M RAUM · 22 reps · 212-466-6790
CRMRecruiting & transitionsComplianceFinancial planning software
62
NVERSES CAPITAL, LLC grew from 2 to 9 advisory reps. IAPD ↗institutional
$184.1M RAUM · 9 reps · 732-742-7703 · nversescapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
CAPVEST PARTNERS, INC. grew from 9 to 11 advisory reps. IAPD ↗institutional
$10.25B RAUM · 11 reps · 212-430-1400
CRMRecruiting & transitionsComplianceFinancial planning software
62
CANOPY CAPITAL GROUP grew from 3 to 5 advisory reps. IAPD ↗institutional
$1.32B RAUM · 5 reps · 781-222-3972 · canopycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
FOW PARTNERS, LP grew from 12 to 21 advisory reps. IAPD ↗fund
$747.3M RAUM · 21 reps · (617) 752-1590 · fowpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
62
ACCEL MANAGEMENT CO. L.L.C grew from 43 to 50 advisory reps. IAPD ↗fund
$38.03B RAUM · 50 reps · 650-614-4800
CRMRecruiting & transitionsComplianceFinancial planning software
62
COMPOSITION CAPITAL LP grew from 6 to 8 advisory reps. IAPD ↗institutional
$1.23B RAUM · 8 reps · 949-244-6836 · compositioncap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
NEEDHAM & COMPANY, LLC grew from 51 to 57 advisory reps. IAPD ↗institutional
$0 RAUM · 57 reps · 212-371-8300 · needhamco.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
EMPOWER CAPITAL MANAGEMENT, LLC grew from 78 to 84 advisory reps. IAPD ↗fund
$77.96B RAUM · 84 reps · 303-737-1646 · empower.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
40/86 ADVISORS, INC. grew from 78 to 84 advisory reps. IAPD ↗fund
$30.50B RAUM · 84 reps · 317-817-4086 · 4086.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
HARBOURVEST PARTNERS, LLC grew from 290 to 296 advisory reps. IAPD ↗fund
$190.85B RAUM · 296 reps · 617-348-3707
CRMRecruiting & transitionsComplianceFinancial planning software
61
GAM USA INC. grew from 4 to 10 advisory reps. IAPD ↗fund
$1.55B RAUM · 10 reps · 212-407-4600
CRMRecruiting & transitionsComplianceFinancial planning software
61
CRESTLINE MANAGEMENT, L.P. grew from 107 to 113 advisory reps. IAPD ↗fund
$22.51B RAUM · 113 reps · 817-339-7600 · crestlineinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
FEDERATED ADVISORY SERVICES COMPANY grew from 68 to 74 advisory reps. IAPD ↗institutional
$0 RAUM · 74 reps · (412) 288-1900
CRMRecruiting & transitionsComplianceFinancial planning software
61
CONSILIUM INVESTMENT MANAGEMENT LLC grew from 4 to 12 advisory reps. IAPD ↗fund
$454.9M RAUM · 12 reps · 954-315-9380
CRMRecruiting & transitionsComplianceFinancial planning software
61
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC grew from 46 to 52 advisory reps. IAPD ↗fund
$11.70B RAUM · 52 reps · 310-237-7594
CRMRecruiting & transitionsComplianceFinancial planning software
61
STOCKBRIDGE CAPITAL GROUP, LLC grew from 21 to 27 advisory reps. IAPD ↗fund
$21.55B RAUM · 27 reps · 415-658-3300 · stockbridge.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
ACCEL-KKR grew from 73 to 79 advisory reps. IAPD ↗fund
$23.81B RAUM · 79 reps · 650-289-2460
CRMRecruiting & transitionsComplianceFinancial planning software
61
DIVCO WEST REAL ESTATE SERVICES, LLC grew from 61 to 67 advisory reps. IAPD ↗fund
$16.30B RAUM · 67 reps · 415-284-5700 · yaleusa.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
AMERICAN INDUSTRIAL PARTNERS grew from 51 to 57 advisory reps. IAPD ↗fund
$17.47B RAUM · 57 reps · 212-627-2360
CRMRecruiting & transitionsComplianceFinancial planning software
61
CLARION CAPITAL PARTNERS, LLC grew from 19 to 25 advisory reps. IAPD ↗fund
$1.89B RAUM · 25 reps · 212-821-0111 · clarion-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
STEADFAST CAPITAL MANAGEMENT LP grew from 19 to 25 advisory reps. IAPD ↗fund
$10.36B RAUM · 25 reps · 212-415-4600 · steadfast.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
LIME ROCK grew from 49 to 55 advisory reps. IAPD ↗fund
$5.48B RAUM · 55 reps · 203-293-2750 · lrpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
THE STERLING GROUP, L.P. grew from 70 to 76 advisory reps. IAPD ↗fund
$9.01B RAUM · 76 reps · 713-877-8257 · sterling-group.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
Z CAPITAL GROUP, L.L.C. grew from 13 to 19 advisory reps. IAPD ↗fund
$3.05B RAUM · 19 reps · 212-595-8400 · zcg.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
10TH LANE PARTNERS, LP grew from 21 to 27 advisory reps. IAPD ↗fund
$3.76B RAUM · 27 reps · 646-843-0710
CRMRecruiting & transitionsComplianceFinancial planning software
61
FIVE ELMS CAPITAL grew from 52 to 58 advisory reps. IAPD ↗fund
$3.12B RAUM · 58 reps · (913) 953-8960 · fiveelms.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
PEGASUS TECH VENTURES, INC. grew from 29 to 35 advisory reps. IAPD ↗fund
$2.58B RAUM · 35 reps · 408-645-5532
CRMRecruiting & transitionsComplianceFinancial planning software
61
URBAN FUND MANAGEMENT, LLC grew from 2 to 10 advisory reps. IAPD ↗fund
$767.8M RAUM · 10 reps · 972-543-8812 · urbanoilandgas.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP grew from 26 to 32 advisory reps. IAPD ↗fund
$6.58B RAUM · 32 reps · (225) 228-2500 · bernhardcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
IMPRESA MANAGEMENT LLC grew from 67 to 73 advisory reps. IAPD ↗fund
$13.04B RAUM · 73 reps · 617-392-0785 · finestructure.vc
CRMRecruiting & transitionsComplianceFinancial planning software
61
CHURCHILL ASSET MANAGEMENT LLC grew from 73 to 79 advisory reps. IAPD ↗fund
$55.66B RAUM · 79 reps · 212-478-9200
CRMRecruiting & transitionsComplianceFinancial planning software
61
BREGAL INVESTMENTS, INC. grew from 56 to 62 advisory reps. IAPD ↗fund
$27.55B RAUM · 62 reps · 212-704-3000
CRMRecruiting & transitionsComplianceFinancial planning software
61
BAY POINT ADVISORS, LLC grew from 23 to 29 advisory reps. IAPD ↗fund
$1.03B RAUM · 29 reps · (404) 963-6031
CRMRecruiting & transitionsComplianceFinancial planning software
61
HOF CAPITAL grew from 9 to 15 advisory reps. IAPD ↗fund
$7.25B RAUM · 15 reps · (646) 503-5030
CRMRecruiting & transitionsComplianceFinancial planning software
61
BLUE TORCH CAPITAL LP grew from 23 to 29 advisory reps. IAPD ↗fund
$8.56B RAUM · 29 reps · 212-503-5850 · bluetorchcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
SAMSARA BIOCAPITAL, LLC grew from 16 to 22 advisory reps. IAPD ↗fund
$2.17B RAUM · 22 reps · 650-285-4270 · samsaracap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
BAIN CAPITAL REAL ESTATE, LP grew from 60 to 66 advisory reps. IAPD ↗fund
$10.00B RAUM · 66 reps · 617-516-2318
CRMRecruiting & transitionsComplianceFinancial planning software
61
J.F. LEHMAN AND COMPANY LLC grew from 39 to 45 advisory reps. IAPD ↗fund
$9.01B RAUM · 45 reps · 212-634-0100 · jflpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
MEREWETHER INVESTMENT MANAGEMENT, LP grew from 12 to 18 advisory reps. IAPD ↗fund
$6.91B RAUM · 18 reps · 214-453-5522 · merewetherinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
GARNETT STATION PARTNERS grew from 22 to 28 advisory reps. IAPD ↗fund
$4.19B RAUM · 28 reps · (917) 671-9731 · garnettstation.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
KINGSWOOD CAPITAL MANAGEMENT, L.P. grew from 20 to 26 advisory reps. IAPD ↗fund
$3.75B RAUM · 26 reps · 424-200-6600 · kingswood-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC grew from 27 to 33 advisory reps. IAPD ↗fund
$2.98B RAUM · 33 reps · 424.955.6388 · pacificavenuecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
GREENWOOD PINE PARTNERS grew from 8 to 14 advisory reps. IAPD ↗institutional
$22.9M RAUM · 14 reps · 901-761-2474 · greenwoodpine.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
GERCHEN CAPITAL PARTNERS grew from 16 to 22 advisory reps. IAPD ↗fund
$2.11B RAUM · 22 reps · 217-437-1300 · gerchen.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
GSV EQUITY HOLDINGS, LLC grew from 15 to 21 advisory reps. IAPD ↗fund
$4.57B RAUM · 21 reps · 888-534-4891
CRMRecruiting & transitionsComplianceFinancial planning software
61
TRUELINK CAPITAL MANAGEMENT, LLC grew from 16 to 22 advisory reps. IAPD ↗fund
$4.20B RAUM · 22 reps · 310-736-5853 · truelinkcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
HALO INVESTMENT SERVICES, LLC grew from 15 to 21 advisory reps. IAPD ↗institutional
$60.0M RAUM · 21 reps · 312-586-2790
CRMRecruiting & transitionsComplianceFinancial planning software
61
AQUILINE MANAGEMENT HOLDINGS LP grew from 45 to 51 advisory reps. IAPD ↗fund
$12.27B RAUM · 51 reps · 212-624-9500 · aquiline.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
LINGOTTO US LLC grew from 5 to 11 advisory reps. IAPD ↗fund
$1.97B RAUM · 11 reps · 44 (0) 20 3781 9332 · lingotto.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
TALLVINE PARTNERS MANAGEMENT LP grew from 6 to 12 advisory reps. IAPD ↗fund
$1.42B RAUM · 12 reps · 786-475-3890 · tallvinepartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
VISTASHARES grew from 3 to 6 advisory reps. IAPD ↗institutional
$984.0M RAUM · 6 reps · 917-319-4683 · vistashares.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
NIOBRARA CAPITAL PARTNERS grew from 4 to 10 advisory reps. IAPD ↗fund
$17.07B RAUM · 10 reps · 917-944-1484 · niobraracap.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
SARDIS GROUP, LLC grew from 3 to 6 advisory reps. IAPD ↗institutional
$531.2M RAUM · 6 reps · (404) 282-5552 · sardisgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
61
ALTIUM INVESTMENT STRATEGIES LLC grew from 1 to 4 advisory reps. IAPD ↗institutional
$517.7M RAUM · 4 reps · 813-215-7783
CRMRecruiting & transitionsComplianceFinancial planning software
60
USI SECURITIES, INC. grew from 19 to 24 advisory reps. IAPD ↗institutional
$0 RAUM · 24 reps · 860-652-3239
CRMRecruiting & transitionsComplianceFinancial planning software
60
ULLICO INVESTMENT ADVISORS, INC. grew from 53 to 58 advisory reps. IAPD ↗fund
$13.92B RAUM · 58 reps · 202-962-8951 · ullico-urs.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SIGULER GUFF ADVISERS LLC grew from 66 to 71 advisory reps. IAPD ↗fund
$18.26B RAUM · 71 reps · 212-332-5100
CRMRecruiting & transitionsComplianceFinancial planning software
60
POLEN CAPITAL CREDIT, LLC grew from 23 to 28 advisory reps. IAPD ↗fund
$6.13B RAUM · 28 reps · 781-283-8500 · polencapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
LOS ANGELES CAPITAL MANAGEMENT LLC grew from 41 to 46 advisory reps. IAPD ↗fund
$40.58B RAUM · 46 reps · 310-479-9998 · lacapm.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BLUE VISTA CAPITAL, LLC grew from 35 to 40 advisory reps. IAPD ↗fund
$1.89B RAUM · 40 reps · 312-578-0033 · bluevistallc.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SUMMIT PARTNERS, L.P. grew from 113 to 118 advisory reps. IAPD ↗fund
$42.01B RAUM · 118 reps · 617-824-1000 · summitpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
PENNANTPARK INVESTMENT ADVISERS, LLC grew from 25 to 30 advisory reps. IAPD ↗fund
$6.16B RAUM · 30 reps · 212-905-1000
CRMRecruiting & transitionsComplianceFinancial planning software
60
NEW MOUNTAIN FINANCE ADVISERS, L.L.C. grew from 40 to 45 advisory reps. IAPD ↗fund
$11.23B RAUM · 45 reps · 212-720-0300 · newmountainfinance.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ASTATINE INVESTMENT PARTNERS grew from 15 to 20 advisory reps. IAPD ↗fund
$1.58B RAUM · 20 reps · 203-930-3800
CRMRecruiting & transitionsComplianceFinancial planning software
60
ALPINE INVESTORS grew from 68 to 73 advisory reps. IAPD ↗fund
$18.91B RAUM · 73 reps · 415-392-9100 · alpineinvestors.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
FLEXPOINT FORD, LLC grew from 60 to 65 advisory reps. IAPD ↗fund
$7.89B RAUM · 65 reps · 786-885-1850 · flexpointford.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
COATUE MANAGEMENT, L.L.C. grew from 63 to 68 advisory reps. IAPD ↗fund
$92.71B RAUM · 68 reps · 212-715-5100
CRMRecruiting & transitionsComplianceFinancial planning software
60
BRACEBRIDGE CAPITAL, LLC grew from 54 to 59 advisory reps. IAPD ↗fund
$100.35B RAUM · 59 reps · 617-497-3500 · bracebridgecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
NIPUN CAPITAL, L.P. grew from 5 to 10 advisory reps. IAPD ↗fund
$2.03B RAUM · 10 reps · 650-265-4666 · nipuncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BATTERY MANAGEMENT CORP. grew from 65 to 70 advisory reps. IAPD ↗fund
$15.61B RAUM · 70 reps · 617-948-3600
CRMRecruiting & transitionsComplianceFinancial planning software
60
LINDEN CAPITAL PARTNERS grew from 42 to 47 advisory reps. IAPD ↗fund
$13.95B RAUM · 47 reps · 312-506-5600 · linden.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
A&M CAPITAL grew from 55 to 60 advisory reps. IAPD ↗fund
$7.13B RAUM · 60 reps · 203-742-5880 · services.sungarddx.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
EAGLE POINT CREDIT MANAGEMENT LLC grew from 29 to 34 advisory reps. IAPD ↗fund
$13.24B RAUM · 34 reps · 203-340-8500 · eaglepointcredit.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SKYKNIGHT CAPITAL, L.P. grew from 17 to 22 advisory reps. IAPD ↗fund
$4.43B RAUM · 22 reps · 415.914.0782 · skyknightcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BASIS MANAGEMENT GROUP LLC grew from 39 to 44 advisory reps. IAPD ↗fund
$2.07B RAUM · 44 reps · 212-842-5712 · basisinvgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. grew from 27 to 32 advisory reps. IAPD ↗fund
$2.24B RAUM · 32 reps · (954) 400-1140
CRMRecruiting & transitionsComplianceFinancial planning software
60
QUINBROOK INFRASTRUCTURE PARTNERS LLC grew from 10 to 15 advisory reps. IAPD ↗fund
$8.95B RAUM · 15 reps · 646 574 8303
CRMRecruiting & transitionsComplianceFinancial planning software
60
DIAMETER CAPITAL PARTNERS LP grew from 57 to 62 advisory reps. IAPD ↗fund
$28.76B RAUM · 62 reps · 212-655-1400
CRMRecruiting & transitionsComplianceFinancial planning software
60
PSG EQUITY L.L.C. grew from 149 to 154 advisory reps. IAPD ↗fund
$30.18B RAUM · 154 reps · 617-544-8800 · psgequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ROMARK CREDIT ADVISORS LP grew from 22 to 27 advisory reps. IAPD ↗fund
$3.13B RAUM · 27 reps · 212-867-9090 · romarkadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ARCLINE INVESTMENT MANAGEMENT LP grew from 50 to 55 advisory reps. IAPD ↗fund
$26.46B RAUM · 55 reps · (615) 270-5870 · arcline.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
CORTLAND INVESTMENT MANAGEMENT, LLC grew from 83 to 88 advisory reps. IAPD ↗fund
$5.67B RAUM · 88 reps · 404-965-3988 · cortland.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
EMERALD LAKE CAPITAL MANAGEMENT, L.P. grew from 9 to 14 advisory reps. IAPD ↗fund
$3.06B RAUM · 14 reps · 424-768-9302 · emeraldlakecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
FS STRUCTURED PRODUCTS ADVISOR, LLC grew from 25 to 30 advisory reps. IAPD ↗fund
$2.20B RAUM · 30 reps · 215-220-6651
CRMRecruiting & transitionsComplianceFinancial planning software
60
PICKERING ENERGY PARTNERS LP grew from 6 to 11 advisory reps. IAPD ↗fund
$1.66B RAUM · 11 reps · 713-804-7575 · pickeringenergypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
BITKRAFT VENTURES MANAGEMENT, LLC grew from 10 to 17 advisory reps. IAPD ↗fund
$874.4M RAUM · 17 reps · 650-690-1968 · bitkraft.vc
CRMRecruiting & transitionsComplianceFinancial planning software
60
NEXANNUITY ASSET MANAGEMENT, L.P. grew from 2 to 4 advisory reps. IAPD ↗institutional
$823.4M RAUM · 4 reps · 214-276-6300
CRMRecruiting & transitionsComplianceFinancial planning software
60
ARDMORE ROAD ASSET MANAGEMENT LP grew from 8 to 13 advisory reps. IAPD ↗fund
$2.83B RAUM · 13 reps · 646-793-6220 · ardmoreroad.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
POPULAR ASSET MANAGEMENT grew from 8 to 13 advisory reps. IAPD ↗fund
$3.71B RAUM · 13 reps · 787-754-4488 · popularfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
INTEGRUM HOLDINGS LP grew from 11 to 16 advisory reps. IAPD ↗fund
$5.48B RAUM · 16 reps · 212-970-2500 · integrum.us
CRMRecruiting & transitionsComplianceFinancial planning software
60
SANDBROOK CAPITAL MANAGEMENT LP grew from 21 to 26 advisory reps. IAPD ↗fund
$4.58B RAUM · 26 reps · 475-268-1450
CRMRecruiting & transitionsComplianceFinancial planning software
60
SAGARD HOLDINGS MANAGER (US) LLC grew from 11 to 16 advisory reps. IAPD ↗fund
$1.41B RAUM · 16 reps · 1-212-380-5605 · sagard.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
GREENBELT CAPITAL PARTNERS grew from 12 to 17 advisory reps. IAPD ↗fund
$3.19B RAUM · 17 reps · 512-362-6260
CRMRecruiting & transitionsComplianceFinancial planning software
60
NINE MASTS CAPITAL ADVISERS LLC grew from 1 to 3 advisory reps. IAPD ↗institutional
$484.6M RAUM · 3 reps · 85228689973 · ninemasts.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
THE BRYDON GROUP grew from 12 to 19 advisory reps. IAPD ↗fund
$721.5M RAUM · 19 reps · 202-990-7605
CRMRecruiting & transitionsComplianceFinancial planning software
60
ALTERRA IOS MANAGER, LLC grew from 15 to 20 advisory reps. IAPD ↗fund
$3.19B RAUM · 20 reps · 215-240-1231 · ios.alterraproperty.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ANCIENT MANAGEMENT LP D/B/A ANCIENT grew from 3 to 5 advisory reps. IAPD ↗institutional
$531.5M RAUM · 5 reps · 212-870-8751 · ancientlp.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SPEYSIDE EQUITY ADVISERS LLC grew from 4 to 11 advisory reps. IAPD ↗fund
$811.4M RAUM · 11 reps · 616-502-7731 · speysideequityllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
ARTHUR VENTURES grew from 14 to 19 advisory reps. IAPD ↗fund
$2.56B RAUM · 19 reps · 612-552-6792 · arthurventures.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC grew from 29 to 34 advisory reps. IAPD ↗institutional
$124.1M RAUM · 34 reps · 203-340-8500
CRMRecruiting & transitionsComplianceFinancial planning software
60
MAIN CAPITAL PARTNERS NORTH AMERICA LLC grew from 5 to 7 advisory reps. IAPD ↗institutional
$471.6M RAUM · 7 reps · 617-207-4175
CRMRecruiting & transitionsComplianceFinancial planning software
60
S2G INVESTMENTS, LLC grew from 50 to 55 advisory reps. IAPD ↗fund
$2.58B RAUM · 55 reps · 312-438-7584 · s2ginvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
SUNRISE MANAGER LLC grew from 7 to 9 advisory reps. IAPD ↗institutional
$311.8M RAUM · 9 reps · 561-530-3315 · sunriserealtytrust.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
1789 CAPITAL MANAGEMENT grew from 8 to 13 advisory reps. IAPD ↗fund
$2.73B RAUM · 13 reps · 561-223-9937 · 1789capital.io
CRMRecruiting & transitionsComplianceFinancial planning software
60
ROYALTY PHARMA SUB-MANAGER, LLC grew from 43 to 48 advisory reps. IAPD ↗fund
$19.64B RAUM · 48 reps · 212-883-0200
CRMRecruiting & transitionsComplianceFinancial planning software
60
DIAMETER DCF ADVISOR LLC grew from 57 to 62 advisory reps. IAPD ↗institutional
$0 RAUM · 62 reps · 212-655-1400 · diametercap.com
CRMRecruiting & transitionsComplianceFinancial planning software
60
O'CONNOR ALTERNATIVE INVESTMENTS, LLC grew from 12 to 17 advisory reps. IAPD ↗fund
$16.37B RAUM · 17 reps · 212-915-1722
CRMRecruiting & transitionsComplianceFinancial planning software
60
TCG STRATEGIC INCOME ADVISOR LLC grew from 4 to 9 advisory reps. IAPD ↗institutional
$5.1M RAUM · 9 reps · 561-530-3313 · tcgsx.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
COURAGE CAPITAL MANAGEMENT, LLC grew from 10 to 14 advisory reps. IAPD ↗fund
$1.45B RAUM · 14 reps · 615-369-0110 · couragecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
HQ CAPITAL PRIVATE EQUITY LLC grew from 14 to 18 advisory reps. IAPD ↗fund
$5.40B RAUM · 18 reps · 786-944-0500
CRMRecruiting & transitionsComplianceFinancial planning software
59
LUXOR CAPITAL GROUP, LP grew from 16 to 20 advisory reps. IAPD ↗fund
$5.04B RAUM · 20 reps · 212-763-8000 · luxorcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ALPINE ASSOCIATES MANAGEMENT INC. grew from 9 to 13 advisory reps. IAPD ↗fund
$2.09B RAUM · 13 reps · 561-834-6550 · alpineassociatesmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
DW PARTNERS, LP grew from 11 to 15 advisory reps. IAPD ↗fund
$2.27B RAUM · 15 reps · 212-751-6100 · dwim.us
CRMRecruiting & transitionsComplianceFinancial planning software
59
INFINITY CAPITAL ADVISORS, LLC grew from 3 to 7 advisory reps. IAPD ↗fund
$1.53B RAUM · 7 reps · 404-458-4448
CRMRecruiting & transitionsComplianceFinancial planning software
59
ROCKWOOD EQUITY PARTNERS LLC grew from 2 to 11 advisory reps. IAPD ↗fund
$189.8M RAUM · 11 reps · 216-342-1790
CRMRecruiting & transitionsComplianceFinancial planning software
59
JUNTO CAPITAL MANAGEMENT LP grew from 16 to 20 advisory reps. IAPD ↗fund
$10.52B RAUM · 20 reps · 212-409-1900 · juntocap.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
CORRUM CAPITAL MANAGEMENT grew from 6 to 10 advisory reps. IAPD ↗fund
$1.39B RAUM · 10 reps · 704-330-7300 · corrumcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
NEW STATE CAPITAL PARTNERS grew from 18 to 22 advisory reps. IAPD ↗fund
$1.95B RAUM · 22 reps · 212-675-1600
CRMRecruiting & transitionsComplianceFinancial planning software
59
ACTIVANT CAPITAL GROUP LLC grew from 8 to 12 advisory reps. IAPD ↗fund
$1.61B RAUM · 12 reps · 203-489-9080 · activantcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
CENTEROAK ADVISER, L.P. grew from 16 to 20 advisory reps. IAPD ↗fund
$1.98B RAUM · 20 reps · 214.301.4201
CRMRecruiting & transitionsComplianceFinancial planning software
59
PANTERA CAPITAL grew from 11 to 15 advisory reps. IAPD ↗fund
$3.96B RAUM · 15 reps · 650-854-7000 · panteracapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
POLYCHAIN CAPITAL LP grew from 10 to 14 advisory reps. IAPD ↗fund
$2.90B RAUM · 14 reps · 415-613-5108
CRMRecruiting & transitionsComplianceFinancial planning software
59
ARC70 ADVISERS LP grew from 9 to 13 advisory reps. IAPD ↗fund
$1.90B RAUM · 13 reps · (415) 322-3303
CRMRecruiting & transitionsComplianceFinancial planning software
59
LIGHTBAY CAPITAL grew from 20 to 24 advisory reps. IAPD ↗fund
$1.84B RAUM · 24 reps · 310-919-4300
CRMRecruiting & transitionsComplianceFinancial planning software
59
FIN CAPITAL grew from 18 to 22 advisory reps. IAPD ↗fund
$1.35B RAUM · 22 reps · 415-300-0702 · fin.capital
CRMRecruiting & transitionsComplianceFinancial planning software
59
DIVERSIS CAPITAL MANAGEMENT, L.P. grew from 17 to 21 advisory reps. IAPD ↗fund
$3.07B RAUM · 21 reps · 310-396-4200 · diversis.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
OCEANSOUND PARTNERS, LP grew from 18 to 22 advisory reps. IAPD ↗fund
$6.95B RAUM · 22 reps · 212-433-3050 · oceansoundpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
NOVA INFRASTRUCTURE MANAGEMENT, LLC grew from 13 to 17 advisory reps. IAPD ↗fund
$1.81B RAUM · 17 reps · 646-889-8100 · novainfrastructure.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
SEASIDE EQUITY PARTNERS grew from 13 to 17 advisory reps. IAPD ↗fund
$1.37B RAUM · 17 reps · (858) 947-1350
CRMRecruiting & transitionsComplianceFinancial planning software
59
CLEARHAVEN PARTNERS LP grew from 12 to 16 advisory reps. IAPD ↗fund
$1.04B RAUM · 16 reps · 617-221-7721
CRMRecruiting & transitionsComplianceFinancial planning software
59
GOODFINCH MANAGEMENT, LLC grew from 10 to 14 advisory reps. IAPD ↗fund
$1.56B RAUM · 14 reps · 415-570-7177 · goodfinch.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
ASTATINE INVESTMENT PARTNERS grew from 16 to 20 advisory reps. IAPD ↗fund
$1.15B RAUM · 20 reps · 230-930-3800
CRMRecruiting & transitionsComplianceFinancial planning software
59
TRUARC PARTNERS, LP grew from 20 to 24 advisory reps. IAPD ↗fund
$3.98B RAUM · 24 reps · 212-508-3300 · truarcpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
BANSK GROUP LLC grew from 17 to 21 advisory reps. IAPD ↗fund
$5.48B RAUM · 21 reps · (646) 757-9137 · banskgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
GOANNA CAPITAL MANAGEMENT LLC grew from 3 to 7 advisory reps. IAPD ↗fund
$2.22B RAUM · 7 reps · 551-800-2775 · goannacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
INFINITE GIVING ADVISORY SERVICES, INC. grew from 2 to 6 advisory reps. IAPD ↗institutional
$112.8M RAUM · 6 reps · (888) 926-4483
CRMRecruiting & transitionsComplianceFinancial planning software
59
FIRST TRUST CAPITAL MANAGEMENT L.P. grew from 20 to 24 advisory reps. IAPD ↗fund
$12.28B RAUM · 24 reps · 773.828.6700
CRMRecruiting & transitionsComplianceFinancial planning software
59
DEXTRA PARTNERS grew from 14 to 18 advisory reps. IAPD ↗fund
$5.19B RAUM · 18 reps · 212-300-9820
CRMRecruiting & transitionsComplianceFinancial planning software
59
NEOS PARTNERS, LP grew from 19 to 23 advisory reps. IAPD ↗fund
$3.77B RAUM · 23 reps · 858-727-9690
CRMRecruiting & transitionsComplianceFinancial planning software
59
COALESCE CAPITAL MANAGEMENT LLC grew from 16 to 20 advisory reps. IAPD ↗fund
$1.83B RAUM · 20 reps · (646) 222-5910
CRMRecruiting & transitionsComplianceFinancial planning software
59
LEONID CAPITAL PARTNERS, LLC grew from 10 to 16 advisory reps. IAPD ↗fund
$363.0M RAUM · 16 reps · 562-737-6935 · leonidcp.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
GARNET CREDIT MANAGEMENT LLC grew from 6 to 10 advisory reps. IAPD ↗fund
$2.30B RAUM · 10 reps · 212-970-6601 · garnetcredit.com
CRMRecruiting & transitionsComplianceFinancial planning software
59
LANE42 grew from 14 to 18 advisory reps. IAPD ↗fund
$2.01B RAUM · 18 reps · (212) 970-5740
CRMRecruiting & transitionsComplianceFinancial planning software
59
MILITIA CAPITAL MANAGEMENT, LLC grew from 1 to 5 advisory reps. IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
WEXFORD CAPITAL LP grew from 14 to 17 advisory reps. IAPD ↗fund
$1.72B RAUM · 17 reps · 561-273-8600 · wexford.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
AQR ARBITRAGE, LLC grew from 15 to 18 advisory reps. IAPD ↗fund
$4.38B RAUM · 18 reps · 203-742-3600
CRMRecruiting & transitionsComplianceFinancial planning software
58
NEWPORT INVESTMENT MANAGEMENT, LLC grew from 12 to 17 advisory reps. IAPD ↗fund
$438.8M RAUM · 17 reps · 312-724-7031 · app.junipersquare.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
AMERRA CAPITAL MANAGEMENT, LLC grew from 7 to 12 advisory reps. IAPD ↗fund
$610.4M RAUM · 12 reps · 212-710-8033, 212-843-8927
CRMRecruiting & transitionsComplianceFinancial planning software
58
ROCKLAND CAPITAL, LP grew from 12 to 15 advisory reps. IAPD ↗fund
$4.39B RAUM · 15 reps · 281-863-9000 · rocklandcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
STERLING INVESTMENT PARTNERS ADVISERS, LLC grew from 14 to 17 advisory reps. IAPD ↗fund
$3.94B RAUM · 17 reps · 203-226-8711
CRMRecruiting & transitionsComplianceFinancial planning software
58
ENHANCED HEALTHCARE MANAGEMENT COMPANY grew from 12 to 15 advisory reps. IAPD ↗fund
$1.38B RAUM · 15 reps · (929) 242-5196 · enhancedhealthcare.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
STEADVIEW CAPITAL MANAGEMENT LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$2.64B RAUM · 13 reps · 2124040345 · steadview.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
RAITH CAPITAL PARTNERS grew from 15 to 18 advisory reps. IAPD ↗fund
$2.83B RAUM · 18 reps · 212-938-6995
CRMRecruiting & transitionsComplianceFinancial planning software
58
INSIGNIA CAPITAL GROUP, L.P. grew from 10 to 13 advisory reps. IAPD ↗fund
$1.25B RAUM · 13 reps · (925) 399-8900
CRMRecruiting & transitionsComplianceFinancial planning software
58
DLD ASSET MANAGEMENT, LP grew from 9 to 12 advisory reps. IAPD ↗fund
$2.99B RAUM · 12 reps · 347-735-5115 · dldam.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
GREY ROCK ENERGY MANAGEMENT, LLC grew from 10 to 15 advisory reps. IAPD ↗fund
$259.9M RAUM · 15 reps · 214-396-2850 · grey-rock.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
FIVE POINT INFRASTRUCTURE LLC grew from 9 to 12 advisory reps. IAPD ↗fund
$7.29B RAUM · 12 reps · 713-351-0700
CRMRecruiting & transitionsComplianceFinancial planning software
58
HOMESTEAD CAPITAL USA, LLC grew from 14 to 17 advisory reps. IAPD ↗fund
$1.58B RAUM · 17 reps · 415-369-9952 · homesteadcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
FIC PARTNERS MANAGEMENT, LP grew from 4 to 7 advisory reps. IAPD ↗fund
$1.97B RAUM · 7 reps · 713.337.7980 · ficfund.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
GAINLINE CAPITAL PARTNERS LP grew from 13 to 16 advisory reps. IAPD ↗fund
$1.19B RAUM · 16 reps · 212-319-3023 · gainlinecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
NORTHLANE CAPITAL PARTNERS grew from 15 to 18 advisory reps. IAPD ↗fund
$1.16B RAUM · 18 reps · 301-272-9990 · northlanecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
IDR INVESTMENT MANAGEMENT, LLC grew from 10 to 13 advisory reps. IAPD ↗fund
$10.19B RAUM · 13 reps · (216) 264-8185 · idrinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
BLUE WATER ADVISORS LP grew from 9 to 14 advisory reps. IAPD ↗fund
$927.9M RAUM · 14 reps · (561) 282-0770 · bwalp.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
ROTUNDA CAPITAL PARTNERS, LLC grew from 15 to 18 advisory reps. IAPD ↗fund
$1.61B RAUM · 18 reps · 240-482-0612 · rotundacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
RIDGEWOOD INFRASTRUCTURE grew from 12 to 15 advisory reps. IAPD ↗fund
$1.82B RAUM · 15 reps · 212-867-0050 · instragram.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
JADIAN CAPITAL, LP grew from 9 to 12 advisory reps. IAPD ↗fund
$3.04B RAUM · 12 reps · 212-503-5900
CRMRecruiting & transitionsComplianceFinancial planning software
58
TRIPOST CAPITAL PARTNERS LLC grew from 15 to 18 advisory reps. IAPD ↗fund
$1.45B RAUM · 18 reps · 212-758-1666
CRMRecruiting & transitionsComplianceFinancial planning software
58
BLUE SAGE CAPITAL grew from 12 to 15 advisory reps. IAPD ↗fund
$1.26B RAUM · 15 reps · 512-536-1900 · bluesage.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
YAUPON CAPITAL MANAGEMENT LP grew from 11 to 14 advisory reps. IAPD ↗fund
$4.68B RAUM · 14 reps · 646-755-3825
CRMRecruiting & transitionsComplianceFinancial planning software
58
LONG PATH PARTNERS, LP grew from 10 to 13 advisory reps. IAPD ↗fund
$1.73B RAUM · 13 reps · 203-883-1967
CRMRecruiting & transitionsComplianceFinancial planning software
58
SHORELINE EQUITY PARTNERS, LLC grew from 13 to 18 advisory reps. IAPD ↗fund
$815.2M RAUM · 18 reps · 904-222-6540
CRMRecruiting & transitionsComplianceFinancial planning software
58
ASCENDANT CAPITAL PARTNERS LP grew from 10 to 13 advisory reps. IAPD ↗fund
$1.95B RAUM · 13 reps · (310) 689-5149 · ascendantcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
NORTHRIM ADVISER, LLC grew from 7 to 12 advisory reps. IAPD ↗fund
$556.0M RAUM · 12 reps · 480-206-7683 · northrimhorizon.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
WHITEHAWK CAPITAL PARTNERS LP grew from 11 to 14 advisory reps. IAPD ↗fund
$1.43B RAUM · 14 reps · (213) 441-2688
CRMRecruiting & transitionsComplianceFinancial planning software
58
PRMIM grew from 5 to 8 advisory reps. IAPD ↗fund
$1.54B RAUM · 8 reps · 215-360-3800 · prmortgageinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
BRINLEY PARTNERS, LP grew from 11 to 14 advisory reps. IAPD ↗fund
$6.29B RAUM · 14 reps · 646-993-6293
CRMRecruiting & transitionsComplianceFinancial planning software
58
BURKEHILL GLOBAL MANAGEMENT, LP grew from 6 to 9 advisory reps. IAPD ↗fund
$3.54B RAUM · 9 reps · 2124906760
CRMRecruiting & transitionsComplianceFinancial planning software
58
TACORA CAPITAL MANAGEMENT, LP grew from 7 to 10 advisory reps. IAPD ↗fund
$1.62B RAUM · 10 reps · 310-741-1070 · tacoracap.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
DIVISADERO STREET CAPITAL MANAGEMENT, LP grew from 5 to 8 advisory reps. IAPD ↗fund
$2.61B RAUM · 8 reps · 917-318-3611
CRMRecruiting & transitionsComplianceFinancial planning software
58
GREY ROCK MANAGEMENT PARTNERS IV, LLC grew from 10 to 15 advisory reps. IAPD ↗fund
$856.7M RAUM · 15 reps · 214-396-2850 · grey-rock.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
EIR PARTNERS CAPITAL, LP grew from 8 to 11 advisory reps. IAPD ↗fund
$2.72B RAUM · 11 reps · (305) 290-3001 · eirpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
SHORECLIFF ASSET MANAGEMENT COMPANY LLC grew from 5 to 8 advisory reps. IAPD ↗fund
$1.41B RAUM · 8 reps · (949) 806-3980 · shorecliffam.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
POWER SUSTAINABLE MANAGER US, INC. grew from 10 to 13 advisory reps. IAPD ↗fund
$1.07B RAUM · 13 reps · 1-514-286-8989 · powersustainable.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
TOWN LANE MANAGEMENT LP grew from 10 to 13 advisory reps. IAPD ↗fund
$1.38B RAUM · 13 reps · 212-404-7904 · townlane.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
EMBLEM GROUP, L.P. grew from 5 to 10 advisory reps. IAPD ↗fund
$419.4M RAUM · 10 reps · 781-208-2409 · emblem.investments
CRMRecruiting & transitionsComplianceFinancial planning software
58
POLEN CAPITAL CLO MANAGEMENT, LLC grew from 23 to 28 advisory reps. IAPD ↗fund
$808.4M RAUM · 28 reps · 781-283-8500
CRMRecruiting & transitionsComplianceFinancial planning software
58
D2 ASSET MANAGEMENT grew from 6 to 9 advisory reps. IAPD ↗fund
$1.79B RAUM · 9 reps · 214-831-5640 · d2-am.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
PACT grew from 8 to 13 advisory reps. IAPD ↗fund
$891.7M RAUM · 13 reps · 646-650-8024 · pactcapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
DERBY LANE grew from 4 to 9 advisory reps. IAPD ↗fund
$746.3M RAUM · 9 reps · (646) 530-6465 · derbyln.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
SAVA CAPITAL LLC grew from 1 to 4 advisory reps. IAPD ↗fund
$1.00B RAUM · 4 reps · 914-924-4988
CRMRecruiting & transitionsComplianceFinancial planning software
58
FERGHANA INVESTMENT PARTNERS, LP grew from 1 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (212) 763-4823 · ferghanaip.com
CRMRecruiting & transitionsComplianceFinancial planning software
58
NX1 CAPITAL LP grew from 7 to 10 advisory reps. IAPD ↗fund
$2.86B RAUM · 10 reps · 917-742-2739
CRMRecruiting & transitionsComplianceFinancial planning software
58
PRELUDE INVESTMENT SERVICES grew from 1 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 707-394-8355 · prelude.ai
CRMRecruiting & transitionsComplianceFinancial planning software
57
CONSTELLATION INVESTMENTS, INC. grew from 6 to 8 advisory reps. IAPD ↗fund
$31.48B RAUM · 8 reps · 513-794-6100 · constellationinsurance.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ARLINGTON PARTNERS LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$2.31B RAUM · 11 reps · 205-488-4300 · arlington.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CONTEXT CAPITAL MANAGEMENT LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$8.01B RAUM · 8 reps · 858-481-3666
CRMRecruiting & transitionsComplianceFinancial planning software
57
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC grew from 6 to 10 advisory reps. IAPD ↗fund
$763.7M RAUM · 10 reps · 212-698-0700 · lepercq.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ALGERT GLOBAL LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$10.20B RAUM · 11 reps · 415-675-7300 · algertglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CHI-RHO FINANCIAL, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$1.35B RAUM · 9 reps · 678-731-0032 · chirhollc.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
FLEXSTONE PARTNERS, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$5.30B RAUM · 9 reps · 212-703-0300
CRMRecruiting & transitionsComplianceFinancial planning software
57
DYNASTY WEALTH MANAGEMENT, LLC grew from 1 to 3 advisory reps. IAPD ↗fund
$13.88B RAUM · 3 reps · 727-865-4809
CRMRecruiting & transitionsComplianceFinancial planning software
57
WILLOWRIDGE PARTNERS, INC. grew from 10 to 12 advisory reps. IAPD ↗fund
$2.51B RAUM · 12 reps · 212-369-4700 · secondaries.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ENCOMPASS CAPITAL ADVISORS LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$4.84B RAUM · 12 reps · 646-351-8450 · encompasscap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
RIZVI TRAVERSE MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$1.29B RAUM · 6 reps · 248-594-4751 · rizvitraverse.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
AMBERJACK CAPITAL PARTNERS, L.P. grew from 7 to 9 advisory reps. IAPD ↗fund
$1.23B RAUM · 9 reps · 281-605-3900 · amberjackcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SARATOGA MANAGEMENT COMPANY LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$1.90B RAUM · 5 reps · (212) 906-7800 · saratogainvestmentcorp.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
HEADLANDS CAPITAL grew from 7 to 11 advisory reps. IAPD ↗fund
$949.4M RAUM · 11 reps · 415-263-7300 · headlandscap.net
CRMRecruiting & transitionsComplianceFinancial planning software
57
CENDANA CAPITAL grew from 5 to 7 advisory reps. IAPD ↗fund
$2.37B RAUM · 7 reps · 650-346-2914
CRMRecruiting & transitionsComplianceFinancial planning software
57
PACIFIC PRIVATE FUND ADVISORS LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$12.24B RAUM · 8 reps · (800) 800-7646
CRMRecruiting & transitionsComplianceFinancial planning software
57
HUDSON WAY CAPITAL MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$1.40B RAUM · 6 reps · (214) 984-5180 · hwcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CAPTION MANAGEMENT, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$3.41B RAUM · 12 reps · 347-797-5101 · captionpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
ATL ADVISOR LP grew from 9 to 11 advisory reps. IAPD ↗fund
$1.57B RAUM · 11 reps · 212-497-1381 · atlpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
1315 CAPITAL grew from 10 to 12 advisory reps. IAPD ↗fund
$1.35B RAUM · 12 reps · (267)2888441 · 1315capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SCP INVESTMENT, LP grew from 2 to 4 advisory reps. IAPD ↗fund
$1.18B RAUM · 4 reps · 925.253.1800 · scpinvestment.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SPRING LAKE ASSET MANAGEMENT, INC. grew from 6 to 8 advisory reps. IAPD ↗fund
$1.47B RAUM · 8 reps · 813-336-6889 · springlakeassetmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
BLACK BAY PARTNERS, LLC grew from 8 to 12 advisory reps. IAPD ↗fund
$830.1M RAUM · 12 reps · 504-227-3020 · blackbaypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
EAGLE MERCHANT PARTNERS grew from 11 to 15 advisory reps. IAPD ↗fund
$840.6M RAUM · 15 reps · 404-974-2480 · eaglemerchantpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
AVENIR MANAGEMENT COMPANY, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$2.79B RAUM · 11 reps · 3476142682 · avenirgrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
QVR ADVISORS grew from 3 to 5 advisory reps. IAPD ↗fund
$1.13B RAUM · 5 reps · 510-684-8343 · qvradvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
EVERSIDE CAPITAL PARTNERS grew from 10 to 12 advisory reps. IAPD ↗fund
$2.34B RAUM · 12 reps · 646-603-3608 · everside.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CHANNING GLOBAL ADVISORS, LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
BACKCAST PARTNERS MANAGEMENT LLC grew from 12 to 16 advisory reps. IAPD ↗fund
$864.4M RAUM · 16 reps · 9735127487 · backcastpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SOLEUS CAPITAL MANAGEMENT, L.P. grew from 10 to 12 advisory reps. IAPD ↗fund
$3.66B RAUM · 12 reps · 475-208-3178
CRMRecruiting & transitionsComplianceFinancial planning software
57
LYRIC CAPITAL MANAGEMENT GROUP, L.P. grew from 6 to 8 advisory reps. IAPD ↗fund
$1.10B RAUM · 8 reps · 646-416-7103
CRMRecruiting & transitionsComplianceFinancial planning software
57
NEXPOINT INSURANCE SOLUTIONS, L.P. grew from 2 to 4 advisory reps. IAPD ↗institutional
$95.7M RAUM · 4 reps · 214-276-6300
CRMRecruiting & transitionsComplianceFinancial planning software
57
UPPER90 grew from 9 to 11 advisory reps. IAPD ↗fund
$1.11B RAUM · 11 reps · (646) 979-0719
CRMRecruiting & transitionsComplianceFinancial planning software
57
WEATHERFORD CAPITAL MANAGEMENT grew from 10 to 12 advisory reps. IAPD ↗fund
$1.05B RAUM · 12 reps · (813) 443-0499 · weatherfordcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CONVERSANT CAPITAL LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$3.12B RAUM · 9 reps · 908-466-5010 · conversantcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
STABLE ASSET MANAGEMENT LP grew from 6 to 8 advisory reps. IAPD ↗fund
$4.60B RAUM · 8 reps · +1 212 808 2076
CRMRecruiting & transitionsComplianceFinancial planning software
57
SEVEN GRAND MANAGERS LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$1.24B RAUM · 9 reps · 914-498-1776 · sevengrand.io
CRMRecruiting & transitionsComplianceFinancial planning software
57
STERLING INVESTORS LP grew from 5 to 7 advisory reps. IAPD ↗fund
$1.14B RAUM · 7 reps · 212-430-1812 · sterling-investors.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
INVICTUS GROWTH PARTNERS grew from 10 to 12 advisory reps. IAPD ↗fund
$1.26B RAUM · 12 reps · 415-886-9830 · invictusgrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
GODSPEED CAPITAL MANAGEMENT LP grew from 7 to 9 advisory reps. IAPD ↗fund
$1.11B RAUM · 9 reps · 202-765-1010 · godspeed.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
CORNER CAPITAL MANAGEMENT, LLC grew from 4 to 8 advisory reps. IAPD ↗fund
$787.4M RAUM · 8 reps · 732-740-4669 · cornercapitalmgmt.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
L2 POINT MANAGEMENT LLC grew from 3 to 7 advisory reps. IAPD ↗fund
$622.5M RAUM · 7 reps · (919) 452-0172 · l2-point.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
VALUE ALIGNED RESEARCH ADVISORS, LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$9.14B RAUM · 6 reps · (908) 560-9207
CRMRecruiting & transitionsComplianceFinancial planning software
57
CFT CAPITAL MANAGEMENT, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$3.75B RAUM · 12 reps · 3109808840 · cftcapitalpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SURGOCAP PARTNERS LP grew from 10 to 12 advisory reps. IAPD ↗fund
$7.35B RAUM · 12 reps · 646-974-6340 · surgocap.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
MYCOR CAPITAL MANAGEMENT, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$1.75B RAUM · 10 reps · 203-803-4840 · mycorcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
HELIX PARTNERS MANAGEMENT LP grew from 7 to 9 advisory reps. IAPD ↗fund
$1.83B RAUM · 9 reps · (212) 379-4949 · helixpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
AVILA REAL ESTATE CAPITAL grew from 20 to 24 advisory reps. IAPD ↗fund
$336.7M RAUM · 24 reps · 415-561-0600 · avilacapllc.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SPRINGCOAST CAPITAL PARTNERS, L.P. grew from 8 to 10 advisory reps. IAPD ↗fund
$1.49B RAUM · 10 reps · 212-857-6955 · springcoast.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
HARVEY CAPITAL PARTNERS, L.P. grew from 8 to 10 advisory reps. IAPD ↗fund
$1.26B RAUM · 10 reps · 212 970 5500
CRMRecruiting & transitionsComplianceFinancial planning software
57
CONTINUIM EQUITY PARTNERS, LP grew from 13 to 17 advisory reps. IAPD ↗fund
$560.4M RAUM · 17 reps · 412-586-7651 · continuim.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
KRANE CAPITAL MANAGEMENT, LLC grew from 5 to 12 advisory reps. IAPD ↗fund
$48.4M RAUM · 12 reps · 212-933-0393 · kranecapitalmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
DUNDEE MAESTRO MANAGEMENT, LP grew from 4 to 6 advisory reps. IAPD ↗fund
$1.57B RAUM · 6 reps · 914-815-0896
CRMRecruiting & transitionsComplianceFinancial planning software
57
INDAGO CAPITAL LLC grew from 4 to 8 advisory reps. IAPD ↗fund
$555.9M RAUM · 8 reps · 212-680-4970
CRMRecruiting & transitionsComplianceFinancial planning software
57
PINE VALLEY CAPITAL PARTNERS LLC grew from 6 to 10 advisory reps. IAPD ↗fund
$869.6M RAUM · 10 reps · 737-497-3710
CRMRecruiting & transitionsComplianceFinancial planning software
57
UNIFI ASSET MANAGEMENT LP grew from 4 to 6 advisory reps. IAPD ↗fund
$4.30B RAUM · 6 reps · 212-351-5601 · unifiam.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
HERITAGE HOLDING grew from 13 to 17 advisory reps. IAPD ↗fund
$277.7M RAUM · 17 reps · 617-938-3664
CRMRecruiting & transitionsComplianceFinancial planning software
57
COGENUITY PARTNERS, LLC grew from 10 to 14 advisory reps. IAPD ↗fund
$693.8M RAUM · 14 reps · 628-204-6610 · cogenuity.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SCI CAPITAL PARTNERS LP grew from 7 to 9 advisory reps. IAPD ↗fund
$4.37B RAUM · 9 reps · 424-316-2061 · scicp.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
SITUATIONAL AWARENESS LP grew from 2 to 4 advisory reps. IAPD ↗fund
$9.28B RAUM · 4 reps · 415-916-1521
CRMRecruiting & transitionsComplianceFinancial planning software
57
PAINSWICK CAPITAL MANAGEMENT LP grew from 3 to 5 advisory reps. IAPD ↗fund
$1.59B RAUM · 5 reps · 212-644-5900 · painswickcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
BARRAMUNDI ADVISORS LLC grew from 1 to 5 advisory reps. IAPD ↗fund
$390.4M RAUM · 5 reps · 561-462-1200
CRMRecruiting & transitionsComplianceFinancial planning software
57
AI ALPHA LLC grew from 1 to 3 advisory reps. IAPD ↗institutional
$200.0M RAUM · 3 reps · 616-600-2060 · my-aialpha.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
TAPROOT MANAGEMENT LP grew from 11 to 15 advisory reps. IAPD ↗fund
$940.1M RAUM · 15 reps · (646) 846-4427 · taprootmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
57
FP STRATEGIES grew from 3 to 5 advisory reps. IAPD ↗institutional
$146.5M RAUM · 5 reps · 9298123667
CRMRecruiting & transitionsComplianceFinancial planning software
56
SAGE ADVISORS, LLC grew from 9 to 12 advisory reps. IAPD ↗fund
$366.1M RAUM · 12 reps · 212-850-4260
CRMRecruiting & transitionsComplianceFinancial planning software
56
PALADIN REALTY PARTNERS, LLC grew from 16 to 22 advisory reps. IAPD ↗fund
$112.0M RAUM · 22 reps · 310-433-5203 · paladinrp.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
RIOT VENTURES MANAGEMENT, LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$948.3M RAUM · 7 reps · (310) 243-6433 · riot.vc
CRMRecruiting & transitionsComplianceFinancial planning software
56
PERISCOPE EQUITY LLC grew from 12 to 15 advisory reps. IAPD ↗fund
$666.7M RAUM · 15 reps · 312-281-6205 · periscopeequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$284.3M RAUM · 11 reps · 310-481-8700 · americandiscoverycapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
CAMBER PARTNERS MANAGEMENT LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$378.8M RAUM · 7 reps · 415-275-0290 · camber.io
CRMRecruiting & transitionsComplianceFinancial planning software
56
GRAFINE CAPITAL HOLDINGS LLC grew from 3 to 6 advisory reps. IAPD ↗fund
$775.0M RAUM · 6 reps · 212-235-2045 · grafine.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
LYNX1 CAPITAL MANAGEMENT LP grew from 1 to 4 advisory reps. IAPD ↗fund
$626.7M RAUM · 4 reps · 929-888-7476
CRMRecruiting & transitionsComplianceFinancial planning software
56
MIRI CAPITAL MANAGEMENT LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$929.7M RAUM · 7 reps · 617-938-3843 · miricapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
LIONHEART STRATEGIC MANAGEMENT, LLC grew from 8 to 11 advisory reps. IAPD ↗fund
$508.7M RAUM · 11 reps · 646-744-2284 · lionheartstrategic.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
CUREWELL CAPITAL MANAGEMENT, LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$744.3M RAUM · 7 reps · 310-361-1510 · curewellcapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
LNC PARTNERS grew from 13 to 16 advisory reps. IAPD ↗fund
$820.3M RAUM · 16 reps · (703) 651-2150 · lnc-partners.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
FAIRVIEW ASSET MANAGEMENT LLC grew from 1 to 4 advisory reps. IAPD ↗fund
$256.0M RAUM · 4 reps · 939-318-2556
CRMRecruiting & transitionsComplianceFinancial planning software
56
ESTUARY CAPITAL MANAGEMENT LP grew from 10 to 13 advisory reps. IAPD ↗fund
$853.9M RAUM · 13 reps · 612-895-5515
CRMRecruiting & transitionsComplianceFinancial planning software
56
WASATCH INVESTMENT FUND MANAGER, LLC grew from 1 to 4 advisory reps. IAPD ↗fund
$254.6M RAUM · 4 reps · 435-755-2000
CRMRecruiting & transitionsComplianceFinancial planning software
56
3 BOOMERANG CAPITAL, LP grew from 9 to 12 advisory reps. IAPD ↗fund
$546.1M RAUM · 12 reps · 203-653-5300 · 3boomerang.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
ISHARA INVESTMENTS LP grew from 2 to 5 advisory reps. IAPD ↗fund
$259.1M RAUM · 5 reps · (818) 983-4448 · isharainvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
BRIGHAM ROYALTIES MANAGEMENT, LLC grew from 9 to 12 advisory reps. IAPD ↗fund
$445.6M RAUM · 12 reps · 512-220-1235
CRMRecruiting & transitionsComplianceFinancial planning software
56
TAP ROOT CAPITAL MANAGEMENT LP grew from 5 to 8 advisory reps. IAPD ↗fund
$297.3M RAUM · 8 reps · (908) 292-0050 · taprootcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
56
MARQUEE CAPITAL ADVISORS grew from 5 to 11 advisory reps. IAPD ↗fund
$162.7M RAUM · 11 reps · (773) 404-2827 · marqueecapitaladvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL grew from 249 to 412 advisory reps. IAPD ↗foreign
$621.02B RAUM · 412 reps · 44-207-774-1000 · am.gs.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
INVESCO ASSET MANAGEMENT LTD. grew from 197 to 228 advisory reps. IAPD ↗foreign
$187.60B RAUM · 228 reps · +441491417000 · invesco.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
RATHBONES grew from 512 to 725 advisory reps. IAPD ↗foreign
$135.09B RAUM · 725 reps · +44-151 236 6666 · rathbones.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
CAPITAL FUND MANAGEMENT S.A. grew from 79 to 94 advisory reps. IAPD ↗foreign
$13.38B RAUM · 94 reps · +33-1-4949 5949 · cfm.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
W1M WEALTH MANAGEMENT LIMITED grew from 16 to 99 advisory reps. IAPD ↗foreign
$24.85B RAUM · 99 reps · +4402046172000
CRMRecruiting & transitionsComplianceFinancial planning software
55
JPMORGAN ASSET MANAGEMENT (UK) LIMITED grew from 301 to 319 advisory reps. IAPD ↗foreign
$484.10B RAUM · 319 reps · 44-207-742-6000
CRMRecruiting & transitionsComplianceFinancial planning software
55
INVESCO MANAGEMENT S.A. grew from 33 to 90 advisory reps. IAPD ↗foreign
$48.69B RAUM · 90 reps · +32 2 641 0170
CRMRecruiting & transitionsComplianceFinancial planning software
55
SANTANDER ASSET MANAGEMENT SA SGIIC grew from 83 to 118 advisory reps. IAPD ↗foreign
$159.86B RAUM · 118 reps · 34 912574020 · santanderassetmanagement.es
CRMRecruiting & transitionsComplianceFinancial planning software
55
RMWC grew from 6 to 8 advisory reps. IAPD ↗fund
$807.4M RAUM · 8 reps · 917-675-5084 · rmwc.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP grew from 1007 to 1413 advisory reps. IAPD ↗foreign
$152.13B RAUM · 1413 reps · 416-363-9491 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
LAPIS ADVISERS, LP grew from 7 to 9 advisory reps. IAPD ↗fund
$789.5M RAUM · 9 reps · 415-376-6280 · lapisadvisers.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
HALE CAPITAL MANAGEMENT, LP grew from 7 to 9 advisory reps. IAPD ↗fund
$374.6M RAUM · 9 reps · 203-364-4253 · halecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
TAYLOR DERRICK CAPITAL, L.L.C. grew from 10 to 12 advisory reps. IAPD ↗fund
$910.7M RAUM · 12 reps · 801-996-7470 · taylorderrick.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SAMSUNG ASSET MANAGEMENT COMPANY, LTD. grew from 339 to 365 advisory reps. IAPD ↗foreign
$300.82B RAUM · 365 reps · 82-2-3774-7554 · mpost.naver.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. grew from 7 to 9 advisory reps. IAPD ↗fund
$405.4M RAUM · 9 reps · +1 415 489 3600 · orbis.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SAYBROOK FUND ADVISORS, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$461.2M RAUM · 7 reps · 310-601-3710 · saybrookfundadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ALPINVEST PARTNERS B.V. grew from 106 to 127 advisory reps. IAPD ↗foreign
$39.88B RAUM · 127 reps · 31-20-540-7575
CRMRecruiting & transitionsComplianceFinancial planning software
55
CID CAPITAL II, INC. grew from 10 to 12 advisory reps. IAPD ↗fund
$515.8M RAUM · 12 reps · 317-818-5030 · cidcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
A.W. JONES grew from 2 to 4 advisory reps. IAPD ↗fund
$547.0M RAUM · 4 reps · 646-517-6400 · awjones.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SAINTS CAPITAL grew from 2 to 4 advisory reps. IAPD ↗fund
$659.3M RAUM · 4 reps · 415-773-2080
CRMRecruiting & transitionsComplianceFinancial planning software
55
NEUBERGER BERMAN EUROPE LIMITED grew from 60 to 79 advisory reps. IAPD ↗foreign
$97.98B RAUM · 79 reps · +44 203-214-9000
CRMRecruiting & transitionsComplianceFinancial planning software
55
HARLAN CAPITAL PARTNERS LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$280.8M RAUM · 6 reps · 561-467-5400
CRMRecruiting & transitionsComplianceFinancial planning software
55
G2 INVESTMENT PARTNERS MANAGEMENT LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$630.2M RAUM · 6 reps · 212-235-0285
CRMRecruiting & transitionsComplianceFinancial planning software
55
HGI CAPITAL MANAGEMENT, LLC. grew from 2 to 7 advisory reps. IAPD ↗fund
$41.6M RAUM · 7 reps · 212-644-0515
CRMRecruiting & transitionsComplianceFinancial planning software
55
NAVIMED CAPITAL ADVISORS, LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$904.9M RAUM · 12 reps · (202) 817-2850 · navimed.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. grew from 1219 to 1402 advisory reps. IAPD ↗foreign
$73.82B RAUM · 1402 reps · 416-363-9491 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
NICOLA WEALTH MANAGEMENT LTD. grew from 184 to 217 advisory reps. IAPD ↗foreign
$11.04B RAUM · 217 reps · 604-739-6450 · us.nicolawealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$518.6M RAUM · 8 reps · 615-627-0402
CRMRecruiting & transitionsComplianceFinancial planning software
55
VENDERA MANAGEMENT HOLDINGS, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$602.8M RAUM · 10 reps · 469-248-3079 · venderaresources.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
KABR MANAGEMENT, LLC grew from 9 to 11 advisory reps. IAPD ↗fund
$642.3M RAUM · 11 reps · 201-845-2555 · kabrgroup.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
MUDDY WATERS CAPITAL LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$576.3M RAUM · 10 reps · (415) 429-8167
CRMRecruiting & transitionsComplianceFinancial planning software
55
PEMBERTON CAPITAL ADVISORS LLP grew from 83 to 100 advisory reps. IAPD ↗foreign
$25.06B RAUM · 100 reps · 44 (0) 20 7993 9300 · pembertonam.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. grew from 47 to 86 advisory reps. IAPD ↗foreign
$71.83B RAUM · 86 reps · 81-3-4587-6000
CRMRecruiting & transitionsComplianceFinancial planning software
55
REDDING RIDGE ASSET MANAGEMENT (UK) LLP grew from 33 to 51 advisory reps. IAPD ↗foreign
$13.23B RAUM · 51 reps · +44 20 7016 5000 · rram.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ARROWROOT CAPITAL MANAGEMENT, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$469.5M RAUM · 9 reps · 310-566-5966
CRMRecruiting & transitionsComplianceFinancial planning software
55
LYNX ASSET MANAGEMENT AB grew from 52 to 76 advisory reps. IAPD ↗foreign
$1.38B RAUM · 76 reps · 0046 8 663 3360 · lynxhedge.se
CRMRecruiting & transitionsComplianceFinancial planning software
55
ARTEMIS CAPITAL PARTNERS grew from 7 to 9 advisory reps. IAPD ↗fund
$441.5M RAUM · 9 reps · 857-327-5606
CRMRecruiting & transitionsComplianceFinancial planning software
55
GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED grew from 22 to 53 advisory reps. IAPD ↗foreign
$21.19B RAUM · 53 reps · 852 2978 1000
CRMRecruiting & transitionsComplianceFinancial planning software
55
CIBOLO ENERGY PARTNERS, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$541.5M RAUM · 9 reps · 713-357-7570
CRMRecruiting & transitionsComplianceFinancial planning software
55
AEGON ASSET MANAGEMENT UK PLC grew from 71 to 87 advisory reps. IAPD ↗foreign
$52.63B RAUM · 87 reps · +44 7780932104
CRMRecruiting & transitionsComplianceFinancial planning software
55
STELLA POINT CAPITAL, LP grew from 7 to 9 advisory reps. IAPD ↗fund
$329.5M RAUM · 9 reps · 212-235-0203 · stellapoint.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
SPRING LANE CAPITAL grew from 8 to 10 advisory reps. IAPD ↗fund
$424.7M RAUM · 10 reps · 5145857606 · springlanecapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BLACKSTONE IRELAND LIMITED grew from 324 to 408 advisory reps. IAPD ↗foreign
$15.19B RAUM · 408 reps · 353 1 436 0100 · apple.co
CRMRecruiting & transitionsComplianceFinancial planning software
55
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED grew from 324 to 408 advisory reps. IAPD ↗foreign
$2.54B RAUM · 408 reps · 353 1 436 0100 · blackstone.podbean.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
AMPFIELD MANAGEMENT grew from 3 to 5 advisory reps. IAPD ↗fund
$774.0M RAUM · 5 reps · 212 400 9533 · ampfieldmanagement.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
INFINEDI PARTNERS, LP grew from 3 to 5 advisory reps. IAPD ↗fund
$577.3M RAUM · 5 reps · 917-596-4593
CRMRecruiting & transitionsComplianceFinancial planning software
55
MANNA TREE PARTNERS, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$816.2M RAUM · 10 reps · 970-837-3027
CRMRecruiting & transitionsComplianceFinancial planning software
55
SKY ISLAND CAPITAL grew from 10 to 12 advisory reps. IAPD ↗fund
$533.5M RAUM · 12 reps · 469-965-9200
CRMRecruiting & transitionsComplianceFinancial planning software
55
CARR'S HILL PARTNERS grew from 6 to 8 advisory reps. IAPD ↗fund
$502.1M RAUM · 8 reps · 504-332-0901
CRMRecruiting & transitionsComplianceFinancial planning software
55
BESTIGE HOLDINGS, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$372.4M RAUM · 7 reps · (312) 405-7521
CRMRecruiting & transitionsComplianceFinancial planning software
55
HALLE CAPITAL MANAGEMENT LP grew from 6 to 8 advisory reps. IAPD ↗fund
$861.5M RAUM · 8 reps · 212-906-4140
CRMRecruiting & transitionsComplianceFinancial planning software
55
EVE PARTNERS grew from 10 to 12 advisory reps. IAPD ↗fund
$641.3M RAUM · 12 reps · 904-875-5375 · evepartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
CROSSBEAM VENTURE PARTNERS grew from 3 to 5 advisory reps. IAPD ↗fund
$507.7M RAUM · 5 reps · 212-812-0210 · crossbeam.vc
CRMRecruiting & transitionsComplianceFinancial planning software
55
JB INVESTMENTS MANAGEMENT, LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$773.4M RAUM · 4 reps · 610-917-8717
CRMRecruiting & transitionsComplianceFinancial planning software
55
THE ROXBOROUGH GROUP grew from 10 to 12 advisory reps. IAPD ↗fund
$636.0M RAUM · 12 reps · 415-728-0792
CRMRecruiting & transitionsComplianceFinancial planning software
55
HUGHES & COMPANY grew from 10 to 12 advisory reps. IAPD ↗fund
$367.4M RAUM · 12 reps · 312-238-9600 · hughes-co.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
TRIATOMIC CAPITAL grew from 4 to 6 advisory reps. IAPD ↗fund
$346.3M RAUM · 6 reps · 646-225-5995
CRMRecruiting & transitionsComplianceFinancial planning software
55
SAVANT PARTNERS, LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$309.5M RAUM · 4 reps · 347-266-2976 · savantgrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ENTRYPOINT CAPITAL, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$700.3M RAUM · 7 reps · (646) 993-4864 · entrypointcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
EMBASSY ASSET MANAGEMENT LP grew from 2 to 4 advisory reps. IAPD ↗fund
$774.0M RAUM · 4 reps · 862.278.2113 · embassyfunds.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
MERCHANTS INVESTMENT PARTNERS, LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$607.9M RAUM · 10 reps · 317-324-4601
CRMRecruiting & transitionsComplianceFinancial planning software
55
ARKVIEW CAPITAL, L.P. grew from 3 to 5 advisory reps. IAPD ↗fund
$355.9M RAUM · 5 reps · 917-623-4643
CRMRecruiting & transitionsComplianceFinancial planning software
55
DEEPWATER ASSET MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$626.7M RAUM · 8 reps · 612-424-1393
CRMRecruiting & transitionsComplianceFinancial planning software
55
BROOKFIELD RENEWABLE ENERGY GROUP LLC grew from 852 to 1072 advisory reps. IAPD ↗foreign
$99.12B RAUM · 1072 reps · 416-363-9491 · brookfield.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ARCHER CAPITAL GROUP MANAGEMENT, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$659.6M RAUM · 8 reps · 310-916-9599 · archercapg.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$549.9M RAUM · 6 reps · 212-572-6469 · terramontinfra.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
GOODLANDER INVESTMENT MANAGEMENT, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$660.5M RAUM · 5 reps · 254-716-6313 · goodlanderim.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
BROAD SKY PARTNERS LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$476.9M RAUM · 10 reps · 646-722-5310 · broadskypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
RIVERSPAN PARTNERS LP grew from 8 to 10 advisory reps. IAPD ↗fund
$338.6M RAUM · 10 reps · 312-602-0777 · riverspan.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
HUMBLE GROWTH grew from 8 to 10 advisory reps. IAPD ↗fund
$501.6M RAUM · 10 reps · 212-220-1588 · humblegrowth.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ROOM40 CAPITAL LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$261.7M RAUM · 7 reps · 646-690-2810
CRMRecruiting & transitionsComplianceFinancial planning software
55
CHRISTOPHER & CO., LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$913.8M RAUM · 5 reps · 512-785-9710 · astoconsumer.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
TRINITY CAPITAL ADVISER LLC grew from 61 to 66 advisory reps. IAPD ↗fund
$157.6M RAUM · 66 reps · 480-374-5350
CRMRecruiting & transitionsComplianceFinancial planning software
55
THE VISUALIZE GROUP LP grew from 6 to 8 advisory reps. IAPD ↗fund
$396.1M RAUM · 8 reps · 212-540-5151
CRMRecruiting & transitionsComplianceFinancial planning software
55
CLEARLIST CAPITAL LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$959.8M RAUM · 4 reps · 212-207-1370
CRMRecruiting & transitionsComplianceFinancial planning software
55
1 SEED PARTNERS LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$703.5M RAUM · 6 reps · 312-847-0543 · 1seedpartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
LONG ANGLE MANAGEMENT, LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$404.7M RAUM · 4 reps · 808-651-4737 · longangle.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
GARDEN INVESTMENTS grew from 6 to 8 advisory reps. IAPD ↗fund
$507.7M RAUM · 8 reps · (203) 242-8370
CRMRecruiting & transitionsComplianceFinancial planning software
55
ARINI CAPITAL MANAGEMENT LIMITED grew from 30 to 55 advisory reps. IAPD ↗foreign
$35.53B RAUM · 55 reps · +44 203 003 5733
CRMRecruiting & transitionsComplianceFinancial planning software
55
AVATHON CAPITAL MANAGEMENT LP grew from 7 to 9 advisory reps. IAPD ↗fund
$598.6M RAUM · 9 reps · 312-351-2301 · avathoncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
PRAXIS CAPITAL MANAGEMENT LLC grew from 10 to 12 advisory reps. IAPD ↗fund
$301.4M RAUM · 12 reps · 312-222-4930 · praxiscm.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
ASILIA CREDIT INVESTMENTS grew from 2 to 4 advisory reps. IAPD ↗fund
$365.9M RAUM · 4 reps · 203-832-8888 · asiliainvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
55
TENSOR EDGE CAPITAL, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$584.8M RAUM · 5 reps · 617-468-6054
CRMRecruiting & transitionsComplianceFinancial planning software
55
TRAILS EDGE CAPITAL PARTNERS, LP grew from 3 to 5 advisory reps. IAPD ↗fund
$933.4M RAUM · 5 reps · (770) 600-9010
CRMRecruiting & transitionsComplianceFinancial planning software
55
A-STREET MANAGEMENT LP grew from 3 to 5 advisory reps. IAPD ↗fund
$530.0M RAUM · 5 reps · 307-413-4592 · astreet.com
CRMRecruiting & transitionsComplianceFinancial planning software
54
COMUNIDAD REALTY PARTNERS grew from 7 to 11 advisory reps. IAPD ↗fund
$206.5M RAUM · 11 reps · 619-955-7665
CRMRecruiting & transitionsComplianceFinancial planning software
54
GLOBAL DELTA CAPITAL, LLC grew from 2 to 6 advisory reps. IAPD ↗fund
$220.9M RAUM · 6 reps · 501-952-9465 · globaldeltacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
54
DV CAPITAL ADVISORS, LLC grew from 3 to 7 advisory reps. IAPD ↗fund
$203.4M RAUM · 7 reps · 312-663-7111
CRMRecruiting & transitionsComplianceFinancial planning software
53
PROPHET EQUITY MANAGEMENT LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$0 RAUM · 7 reps · 817-898-1500 · prophetequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
REDWHEEL grew from 38 to 51 advisory reps. IAPD ↗foreign
$17.32B RAUM · 51 reps · 44 20 7227 6000
CRMRecruiting & transitionsComplianceFinancial planning software
53
PROPHET EQUITY MANAGEMENT II LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$171.4M RAUM · 7 reps · 817-898-1500 · prophetequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
KEYRIDGE ASSET MANAGEMENT LIMITED grew from 28 to 41 advisory reps. IAPD ↗foreign
$162.89B RAUM · 41 reps · 00 353 1 704 2000 · ilim.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
TRYPERION MANAGER LLC grew from 7 to 10 advisory reps. IAPD ↗fund
$163.4M RAUM · 10 reps · (310) 625-6392
CRMRecruiting & transitionsComplianceFinancial planning software
53
INVIDIA CAPITAL MANAGEMENT, L.P. grew from 7 to 10 advisory reps. IAPD ↗fund
$150.4M RAUM · 10 reps · 212-970-6430 · invidiacap.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
BLEECKER STREET CAPITAL MANAGEMENT, LLC grew from 3 to 6 advisory reps. IAPD ↗fund
$68.3M RAUM · 6 reps · 843-801-5871 · bleeckerstreetresearch.com
CRMRecruiting & transitionsComplianceFinancial planning software
53
TABERNACLE EQUITY MANAGEMENT LLC grew from 4 to 7 advisory reps. IAPD ↗fund
$41.5M RAUM · 7 reps · 8178981500 · tabernacleequity.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
FMR INVESTMENT MANAGEMENT (UK) LIMITED grew from 67 to 79 advisory reps. IAPD ↗foreign
$25.82B RAUM · 79 reps · 44(0)2071843500
CRMRecruiting & transitionsComplianceFinancial planning software
52
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. grew from 10 to 12 advisory reps. IAPD ↗fund
$33.6M RAUM · 12 reps · 212-245-0400 · niederhoffer.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
MERION REALTY ADVISERS, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$103.9M RAUM · 9 reps · 610-896-3000 · merionrealtypartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
STABILIS CAPITAL MANAGEMENT, LP grew from 6 to 8 advisory reps. IAPD ↗fund
$220.2M RAUM · 8 reps · 212-256-8970
CRMRecruiting & transitionsComplianceFinancial planning software
52
TRUCK CAPITAL grew from 4 to 6 advisory reps. IAPD ↗fund
$58.3M RAUM · 6 reps · 212 808-3440
CRMRecruiting & transitionsComplianceFinancial planning software
52
CAPRIA VENTURES LLC grew from 8 to 10 advisory reps. IAPD ↗fund
$161.0M RAUM · 10 reps · (206) 880-0360 · capria.vc
CRMRecruiting & transitionsComplianceFinancial planning software
52
MONACHIL CAPITAL PARTNERS LP grew from 4 to 6 advisory reps. IAPD ↗fund
$71.7M RAUM · 6 reps · (212) 393-4120
CRMRecruiting & transitionsComplianceFinancial planning software
52
APIS & HERITAGE CAPITAL PARTNERS, LLC grew from 5 to 7 advisory reps. IAPD ↗fund
$231.1M RAUM · 7 reps · 202-599-7890 · apisheritage.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
CAIS ADVISORS grew from 6 to 8 advisory reps. IAPD ↗fund
$225.3M RAUM · 8 reps · 212-300-9355 · caisadvisors.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
ELTURA CAPITAL MANAGEMENT, LLC grew from 4 to 6 advisory reps. IAPD ↗fund
$154.8M RAUM · 6 reps · 201-394-6273 · eltura.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
SR ALTERNATIVE CREDIT, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$247.4M RAUM · 8 reps · 203-656-3004 · sraltcredit.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
ASH INVESTMENT PARTNERS, LLC grew from 6 to 8 advisory reps. IAPD ↗fund
$185.7M RAUM · 8 reps · (470) 795-5505
CRMRecruiting & transitionsComplianceFinancial planning software
52
SUNSTONE ADVISORS, LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$122.8M RAUM · 9 reps · 949-771-1764 · sunstoneadvisor.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
RIOBLANCO CAPITAL LLC grew from 1 to 3 advisory reps. IAPD ↗fund
$114.3M RAUM · 3 reps · 787-474-8338
CRMRecruiting & transitionsComplianceFinancial planning software
52
021 INVESTMENTS LLC grew from 1 to 3 advisory reps. IAPD ↗fund
$205.0M RAUM · 3 reps · 212-202-1730
CRMRecruiting & transitionsComplianceFinancial planning software
52
CAPZONE MANAGEMENT LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$201.6M RAUM · 9 reps · 203-299-2376 · capzoneimpactinvestments.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
SRT GROUP LLC grew from 7 to 9 advisory reps. IAPD ↗fund
$205.6M RAUM · 9 reps · 561-510-1919
CRMRecruiting & transitionsComplianceFinancial planning software
52
WALK-ON CAPITAL, LLC grew from 3 to 5 advisory reps. IAPD ↗fund
$155.1M RAUM · 5 reps · 970-948-2311 · walk-oncapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
52
NORTHSANDS CAPITAL grew from 3 to 5 advisory reps. IAPD ↗fund
$202.8M RAUM · 5 reps · 212-470-4682
CRMRecruiting & transitionsComplianceFinancial planning software
52
THORNBURG BOW RIVER ADVISERS, LLC. grew from 5 to 7 advisory reps. IAPD ↗fund
$233.6M RAUM · 7 reps · 303-861-8466
CRMRecruiting & transitionsComplianceFinancial planning software
52
MOZAYYX MANAGEMENT LLC grew from 2 to 4 advisory reps. IAPD ↗fund
$192.7M RAUM · 4 reps · 512-265-6180 · mozayyx.com
CRMRecruiting & transitionsComplianceFinancial planning software
51
NOVACAP MANAGEMENT INC. grew from 78 to 89 advisory reps. IAPD ↗foreign
$13.17B RAUM · 89 reps · 1-450-651-5000
CRMRecruiting & transitionsComplianceFinancial planning software
51
SAGARD HOLDINGS MANAGER LP grew from 54 to 65 advisory reps. IAPD ↗foreign
$8.61B RAUM · 65 reps · 416-607-2250 · sagard.com
CRMRecruiting & transitionsComplianceFinancial planning software
50
RICHARDSON WEALTH (USA) LIMITED grew from 0 to 74 advisory reps. IAPD ↗foreign
$243.9M RAUM · 74 reps · 1-855-204-7467 · usa.richardsonwealth.com
CRMRecruiting & transitionsComplianceFinancial planning software
50
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. grew from 46 to 56 advisory reps. IAPD ↗foreign
$13.78B RAUM · 56 reps · 65 6889 1000
CRMRecruiting & transitionsComplianceFinancial planning software
50
BW ASSET MANAGEMENT LTD grew from 22 to 38 advisory reps. IAPD ↗foreign
$110.2M RAUM · 38 reps · +1 3457438805
CRMRecruiting & transitionsComplianceFinancial planning software
49
DWS INTERNATIONAL GMBH grew from 71 to 80 advisory reps. IAPD ↗foreign
$228.87B RAUM · 80 reps · 49 69 910 12371
CRMRecruiting & transitionsComplianceFinancial planning software
49
T.ROWE PRICE HONG KONG LIMITED grew from 50 to 59 advisory reps. IAPD ↗foreign
$42.34B RAUM · 59 reps · 852-2536-7800
CRMRecruiting & transitionsComplianceFinancial planning software
48
HARVEST GLOBAL INVESTMENTS LIMITED grew from 10 to 18 advisory reps. IAPD ↗foreign
$3.79B RAUM · 18 reps · 852 3913 3333
CRMRecruiting & transitionsComplianceFinancial planning software
47
CARRHAE CAPITAL grew from 10 to 17 advisory reps. IAPD ↗foreign
$6.09B RAUM · 17 reps · +44 203 205 4850 · carrhaecap.com
CRMRecruiting & transitionsComplianceFinancial planning software
47
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED grew from 16 to 23 advisory reps. IAPD ↗foreign
$23.90B RAUM · 23 reps · 852-3406-8688
CRMRecruiting & transitionsComplianceFinancial planning software
47
NORTHWALL CAPITAL LLP grew from 8 to 15 advisory reps. IAPD ↗foreign
$2.99B RAUM · 15 reps · 44 203 848 5335 · northwallcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
47
MIC CAPITAL MANAGEMENT UK LLP grew from 78 to 85 advisory reps. IAPD ↗foreign
$36.37B RAUM · 85 reps · +44 (0) 203 909-4610 · mubadala.com
CRMRecruiting & transitionsComplianceFinancial planning software
46
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD grew from 50 to 56 advisory reps. IAPD ↗foreign
$85.59B RAUM · 56 reps · 604-685-2020
CRMRecruiting & transitionsComplianceFinancial planning software
46
HILLSDALE INVESTMENT MANAGEMENT INC. grew from 29 to 35 advisory reps. IAPD ↗foreign
$7.77B RAUM · 35 reps · 416-913-3900
CRMRecruiting & transitionsComplianceFinancial planning software
46
BROWN ADVISORY LTD. grew from 30 to 36 advisory reps. IAPD ↗foreign
$26.58B RAUM · 36 reps · 44 203-301-8130
CRMRecruiting & transitionsComplianceFinancial planning software
46
GF INTERNATIONAL grew from 4 to 10 advisory reps. IAPD ↗foreign
$2.39B RAUM · 10 reps · 852 3695 2808 · gffunds.com.hk
CRMRecruiting & transitionsComplianceFinancial planning software
45
GUARDIAN CAPITAL LP grew from 33 to 38 advisory reps. IAPD ↗foreign
$10.68B RAUM · 38 reps · 416-364-8341 · guardiancapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
DFA AUSTRALIA LIMITED grew from 50 to 55 advisory reps. IAPD ↗foreign
$361.60B RAUM · 55 reps · +61 (2) 8336 7100
CRMRecruiting & transitionsComplianceFinancial planning software
45
BEUTEL, GOODMAN & COMPANY LTD. grew from 36 to 41 advisory reps. IAPD ↗foreign
$36.11B RAUM · 41 reps · 416-485-1010 · beutelgoodman.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
EVELYN PARTNERS ASSET MANAGEMENT LIMITED grew from 29 to 34 advisory reps. IAPD ↗foreign
$1.06B RAUM · 34 reps · 442071314000 · usa.evelyn.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED grew from 77 to 82 advisory reps. IAPD ↗foreign
$50.42B RAUM · 82 reps · +44(0)2078099000 · cbreim.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
ALPEN PARTNERS INTERNATIONAL AG grew from 32 to 37 advisory reps. IAPD ↗foreign
$2.03B RAUM · 37 reps · 0041581057550
CRMRecruiting & transitionsComplianceFinancial planning software
45
TRIUM CAPITAL LLP grew from 25 to 30 advisory reps. IAPD ↗foreign
$5.79B RAUM · 30 reps · +44 20 7073 9250 · trium-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP grew from 15 to 20 advisory reps. IAPD ↗foreign
$2.00B RAUM · 20 reps · +97299520700 · viola-group.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
NOVACAP MANAGEMENT US INC. grew from 8 to 13 advisory reps. IAPD ↗foreign
$11.61B RAUM · 13 reps · 1-450-651-5000 · novacapcorp.com
CRMRecruiting & transitionsComplianceFinancial planning software
45
TAULA CAPITAL MANAGEMENT (US) LLC grew from 8 to 13 advisory reps. IAPD ↗foreign
$210.93B RAUM · 13 reps · 44-20-4570-2067 · taulacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
SERONE CAPITAL MANAGEMENT LLP grew from 15 to 19 advisory reps. IAPD ↗foreign
$2.73B RAUM · 19 reps · 44 20 3405 7350 · serone.com
CRMRecruiting & transitionsComplianceFinancial planning software
44
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. grew from 9 to 13 advisory reps. IAPD ↗foreign
$4.94B RAUM · 13 reps · 65-69225800 · kkcaustralia.com.au
CRMRecruiting & transitionsComplianceFinancial planning software
44
ACTUSRAYPARTNERS LIMITED grew from 15 to 19 advisory reps. IAPD ↗foreign
$2.34B RAUM · 19 reps · 852 3698 9298
CRMRecruiting & transitionsComplianceFinancial planning software
44
TAULA CAPITAL MANAGEMENT (JERSEY) LP grew from 3 to 7 advisory reps. IAPD ↗foreign
$210.93B RAUM · 7 reps · 44-20-4570-2067 · taulacapital.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
MONTRUSCO BOLTON INVESTMENTS INC. grew from 13 to 16 advisory reps. IAPD ↗foreign
$12.93B RAUM · 16 reps · 1-514-842-6464 · montruscobolton.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
CORDIANT CAPITAL INC. grew from 1 to 9 advisory reps. IAPD ↗foreign
$61.9M RAUM · 9 reps · 1-514-286-1142 · cordiantcap.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
ISLANDBRIDGE CAPITAL LIMITED grew from 13 to 16 advisory reps. IAPD ↗foreign
$1.62B RAUM · 16 reps · 44 20 3405 1040 · ib-capital.com
CRMRecruiting & transitionsComplianceFinancial planning software
43
PINESTONE ASSET MANAGEMENT INC. grew from 10 to 13 advisory reps. IAPD ↗foreign
$54.13B RAUM · 13 reps · 438-793-0444 · pinestoneam.com
CRMRecruiting & transitionsComplianceFinancial planning software
42
TAULA CAPITAL MANAGEMENT (DIFC) LTD grew from 2 to 4 advisory reps. IAPD ↗foreign
$210.92B RAUM · 4 reps · +97 14323 0800
CRMRecruiting & transitionsComplianceFinancial planning software
41
RESOLUTE GLOBAL PARTNERS, LTD. grew from 7 to 10 advisory reps. IAPD ↗foreign
$325.4M RAUM · 10 reps · 441-599-8308
CRMRecruiting & transitionsComplianceFinancial planning software
41
FIRST TRUST GLOBAL PORTFOLIOS LTD. grew from 3 to 6 advisory reps. IAPD ↗foreign
$338.8M RAUM · 6 reps · +44 203 195 7121 · ftglobalportfolios.com
CRMRecruiting & transitionsComplianceFinancial planning software
41
IA PRIVATE WEALTH (USA) INC. grew from 116 to 122 advisory reps. IAPD ↗foreign
$135.1M RAUM · 122 reps · 1-855-999-2081 · iaprivatewealthusa.com
CRMRecruiting & transitionsComplianceFinancial planning software
41
JEFFERIES CREDIT PARTNERS EUROPE LIMITED grew from 8 to 11 advisory reps. IAPD ↗foreign
$345.9M RAUM · 11 reps · +44 20 7029 8223
CRMRecruiting & transitionsComplianceFinancial planning software
40
LLOYD CAPITAL LLC grew from 6 to 8 advisory reps. IAPD ↗foreign
$863.3M RAUM · 8 reps · +41445332230 · lloydcapital.ch
CRMRecruiting & transitionsComplianceFinancial planning software
40
TRICON grew from 37 to 42 advisory reps. IAPD ↗foreign
$152.1M RAUM · 42 reps · 416-925-7228 · triconresidential.com
CRMRecruiting & transitionsComplianceFinancial planning software
40
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. grew from 4 to 6 advisory reps. IAPD ↗foreign
$810.0M RAUM · 6 reps · 55 21 3590 2410 · navi-international.com
CRMRecruiting & transitionsComplianceFinancial planning software
40
PROTIUM CAPITAL LIMITED grew from 4 to 6 advisory reps. IAPD ↗foreign
$427.0M RAUM · 6 reps · 852 2168 0790
CRMRecruiting & transitionsComplianceFinancial planning software
39
FIL INVESTMENTS (JAPAN) LIMITED grew from 17 to 21 advisory reps. IAPD ↗foreign
$0 RAUM · 21 reps · 00813-4560-6000 · fidelity.co.jp
CRMRecruiting & transitionsComplianceFinancial planning software
38
BEACON HILL WEALTH MANAGEMENT LTD grew from 3 to 6 advisory reps. IAPD ↗foreign
$148.6M RAUM · 6 reps · 778-433-1314 · beaconhillwm.ca
CRMRecruiting & transitionsComplianceFinancial planning software
37
TRADING CENTRAL grew from 2 to 4 advisory reps. IAPD ↗foreign
$0 RAUM · 4 reps · +331-5528-8040 · tradingcentral.com
CRMRecruiting & transitionsComplianceFinancial planning software
37
KADITA PARTNERS PTE. LTD. grew from 3 to 5 advisory reps. IAPD ↗foreign
$139.7M RAUM · 5 reps · +65 9086 4753 · kaditapartners.com
CRMRecruiting & transitionsComplianceFinancial planning software
state expansion — 1319 Notice-filed in new state(s): the firm is taking clients somewhere new.
55
ROTHSCHILD INVESTMENT notice-filed in AL, DE, IA, ID, KS, MS, NE, RI, SD, WY. IAPD ↗
$2.79B RAUM · 19 reps · 312-983-8900 · rothschildwealth.com
ComplianceMarketing & brand
55
CPS INVESTMENT ADVISORS notice-filed in AR, IN, LA, NE, NH. IAPD ↗
$2.89B RAUM · 21 reps · 863-688-1725
ComplianceMarketing & brand
55
JOHN W. BRISTOL & CO., INC. notice-filed in CA, CO, MA, ME, NC, RI. IAPD ↗
$7.07B RAUM · 9 reps · 212-389-5880
ComplianceMarketing & brand
55
WEATHERBIE CAPITAL, LLC notice-filed in CO, DE, IL, ME, NH. IAPD ↗
$1.34B RAUM · 7 reps · 617-951-2550 · alger.com
ComplianceMarketing & brand
55
ARMSTRONG, FLEMING & MOORE, INC. notice-filed in CO, ME, NJ, TN, WA. IAPD ↗
$1.27B RAUM · 17 reps · 202-887-8135 · afmfa.com
ComplianceMarketing & brand
55
ADELL HARRIMAN & CARPENTER notice-filed in AZ, MO, NH, NY, WA. IAPD ↗
$2.09B RAUM · 5 reps · 713-621-1155 · ahcinvest.com
ComplianceMarketing & brand
55
EARNED WEALTH ADVISORS, LLC notice-filed in AK, AL, AR, DC, DE, IA, IN, ME, MI, MN, MO, MS, MT, ND, NE, NM, OK, PA, PR, RI, SD, TN, VT, WI, WV, WY. IAPD ↗
$3.11B RAUM · 33 reps · 925.939.2500
ComplianceMarketing & brand
55
WESTWOOD MANAGEMENT CORP notice-filed in DE, IN, KS, LA, OK, UT, WI. IAPD ↗
$12.46B RAUM · 68 reps · 214-756-6900 · westwoodgroup.com
ComplianceMarketing & brand
55
TRILLIUM ASSET MANAGEMENT notice-filed in AK, AL, AR, IA, KS, MS, ND, NE, OK, PR, SD, VI, WV. IAPD ↗
$4.31B RAUM · 38 reps · 617-423-6655 · trilliummutualfunds.com
ComplianceMarketing & brand
55
DELTA ASSET MANAGEMENT, LLC notice-filed in AZ, KS, MO, NJ, SC, VA. IAPD ↗
$1.53B RAUM · 6 reps · 901-767-4791
ComplianceMarketing & brand
55
STEEL GROVE CAPITAL ADVISORS, LLC notice-filed in AR, CA, CO, MD, NC, NH, OH, OK, PA, SC, WI. IAPD ↗
$1.64B RAUM · 7 reps · 901-498-6300 · steelgrove.com
ComplianceMarketing & brand
55
FUTURE CAPITAL notice-filed in DC, ME, MT, SD, VT. IAPD ↗
$2.02B RAUM · 2 reps · 888-871-5711 · futurecapital.com
ComplianceMarketing & brand
55
SCS CAPITAL MANAGEMENT LLC notice-filed in AR, IA, ID, MN, MT, ND, WV. IAPD ↗
$48.65B RAUM · 99 reps · 617-204-6400 · focusfinancialpartners.com
ComplianceMarketing & brand
55
SILICON VALLEY CAPITAL PARTNERS, L.P. notice-filed in AZ, CO, FL, NV, NY. IAPD ↗
$1.29B RAUM · 4 reps · 408-236-7300 · svcp.com
ComplianceMarketing & brand
55
ELEVATION POINT WEALTH PARTNERS, LLC notice-filed in AK, AR, DE, KS, KY, ME, MO, MS, MT, NM, SD. IAPD ↗
$6.30B RAUM · 39 reps · 303-382-2880
ComplianceMarketing & brand
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC notice-filed in FL, IL, NH, NY, TN. IAPD ↗
$1.40B RAUM · 9 reps · (408) 217-2000 · wrpwealth.com
ComplianceMarketing & brand
55
BIP WEALTH, LLC notice-filed in AR, IN, MN, MS, WI. IAPD ↗
$5.29B RAUM · 48 reps · 404-495-5230 · prehmusfinancial.com
ComplianceMarketing & brand
55
FREESTONE CAPITAL MANAGEMENT, LLC notice-filed in AL, AR, DE, IA, IN, KY, ME, MS, ND, NM, OK, PR, RI, VI, WV. IAPD ↗
$14.54B RAUM · 46 reps · 206-707-7300
ComplianceMarketing & brand
55
GATEWAY INVESTMENT ADVISERS, LLC notice-filed in GA, HI, IL, MI, MN, NC, PA, SC. IAPD ↗
$11.59B RAUM · 10 reps · 513-719-1100
ComplianceMarketing & brand
55
PATHSTONE notice-filed in AR, HI, MO, ND, OK. IAPD ↗
$110.30B RAUM · 365 reps · 201-944-7284
ComplianceMarketing & brand
55
ANDINA ADVISORS notice-filed in AZ, CO, MT, WA, WY. IAPD ↗
$1.26B RAUM · 13 reps · (435) 250 3700 · andinaadvisors.com
ComplianceMarketing & brand
55
SEVEN BRIDGES ADVISORS LLC notice-filed in CA, CO, CT, FL, NH. IAPD ↗
$4.61B RAUM · 10 reps · 212-490-6320 · sevenbridgesadvisors.com
ComplianceMarketing & brand
55
TRAJAN WEALTH, L.L.C. notice-filed in ME, ND, NH, RI, WV. IAPD ↗
$2.60B RAUM · 46 reps · 480-990-3300
ComplianceMarketing & brand
55
APELLA WEALTH notice-filed in AK, AR, KY, MS, ND, PR, WV. IAPD ↗
$9.78B RAUM · 93 reps · 860.785.2260
ComplianceMarketing & brand
55
BEACON TRUST notice-filed in AK, AL, AZ, DC, DE, HI, IA, ID, IN, KS, KY, MN, MO, MS, MT, ND, OK, OR, PR, RI, SD, TN, UT, VI, WA, WV, WY. IAPD ↗
$4.44B RAUM · 43 reps · 973-377-8090
ComplianceMarketing & brand
55
DGS CAPITAL MANAGEMENT notice-filed in CA, FL, IL, MA, ME, NC, NH, NJ, NY, OH, TX, VA, WA. IAPD ↗
$1.05B RAUM · 7 reps · 646-992-4370 · dgs.capital
ComplianceMarketing & brand
55
CONTINUUM ADVISORY, LLC notice-filed in AL, IN, KY, MS, NE, OK, RI, SD, WV, WY. IAPD ↗
$1.91B RAUM · 32 reps · 2084171933 · clarkstreetfinancial.com
ComplianceMarketing & brand
55
CLARK ASSET MANAGEMENT, LLC notice-filed in CO, LA, NJ, OH, VA. IAPD ↗
$1.32B RAUM · 6 reps · 603-237-1341
ComplianceMarketing & brand
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, 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, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
$11.35B RAUM · 5 reps · 844-317-5190
ComplianceMarketing & brand
55
SEPIO CAPITAL, LP notice-filed in AK, DC, DE, ID, KS, MA, MI, MT, NC, OK, OR, PA, SD, VA, WA. IAPD ↗
$5.64B RAUM · 18 reps · (415) 915-3708
ComplianceMarketing & brand
55
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS notice-filed in AZ, GA, NC, NM, NV, SC, TN, WA. IAPD ↗
$4.19B RAUM · 39 reps · 945-229-5873
ComplianceMarketing & brand
55
GUARDIAN WEALTH ADVISORS, LLC notice-filed in IA, KS, MI, MO, OH, OR. IAPD ↗
$2.74B RAUM · 30 reps · 919-249-1810 · valleypeakfinancial.com
ComplianceMarketing & brand
55
CORDOBA ADVISORY PARTNERS LLC notice-filed in DE, MA, NJ, TX, WY. IAPD ↗
$2.81B RAUM · 7 reps · (917) 746-4806 · cordobapartners.co
ComplianceMarketing & brand
55
THE NEMES RUSH GROUP, LLC notice-filed in AZ, CA, CO, FL, GA, IL, NH, NY, OH, TN, TX, WA. IAPD ↗
$1.62B RAUM · 7 reps · 248-449-5436
ComplianceMarketing & brand
55
BROOKWOOD INVESTMENT GROUP notice-filed in AK, AL, AR, DC, HI, KY, ME, MT, NE, NM, OK, UT, WA, WI. IAPD ↗
$1.25B RAUM · 22 reps · 4803514740 · ckwmg.com
ComplianceMarketing & brand
55
SAVVY notice-filed in AL, DC, HI, ME, MS, MT, ND, NM, SD, WV, WY. IAPD ↗
$5.00B RAUM · 101 reps · 833-745-6789 · savvywealth.com
ComplianceMarketing & brand
55
CONCENTRIC notice-filed in HI, IA, KS, KY, MO, MT, ND, OK, PR, SD. IAPD ↗
$13.91B RAUM · 16 reps · 888-265-2257 · concentricinnovation.com
ComplianceMarketing & brand
55
QUOTIENT WEALTH PARTNERS, LLC notice-filed in GA, ID, IN, MN, MO, NV, OR. IAPD ↗
$4.29B RAUM · 29 reps · (469) 912-2522
ComplianceMarketing & brand
55
GC WEALTH MANAGEMENT RIA, LLC notice-filed in IL, MT, NV, RI, UT. IAPD ↗
$5.83B RAUM · 34 reps · 617-234-7000 · generalcatalyst.com
ComplianceMarketing & brand
55
PITCAIRN notice-filed in AZ, CO, CT, IL, MA, MN, MT, NC, NH, NJ, NM, OH, TN, VT, WA. IAPD ↗
$5.87B RAUM · 37 reps · 215-881-6144
ComplianceMarketing & brand
55
OPENARC CORPORATE ADVISORY, LLC notice-filed in AK, AL, AR, AZ, CA, CO, CT, DC, DE, HI, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, VT, WA, WI, WV, WY. IAPD ↗
$10.09B RAUM · 80 reps · 844-648-6001
ComplianceMarketing & brand
53
DUNHAM notice-filed in OR, UT, WA, WY. IAPD ↗
$5.63B RAUM · 9 reps · 858-964-0500
ComplianceMarketing & brand
53
DOMINION PORTFOLIO MANAGEMENT, INC. notice-filed in AZ, CA, GA, MS, ND, UT. IAPD ↗
$277.1M RAUM · 18 reps · 813-264-0440
ComplianceMarketing & brand
53
THOMAS J. HERZFELD ADVISORS, INC. notice-filed in AR, DE, IA, ND, NE. IAPD ↗
$890.4M RAUM · 6 reps · 305-777-1660
ComplianceMarketing & brand
53
CAPSTONE FINANCIAL ADVISORS INC notice-filed in NE, NY, OH, PA. IAPD ↗
$2.87B RAUM · 25 reps · 630-241-0833 · capstone-advisors.com
ComplianceMarketing & brand
53
STRATEGIC FINANCIAL SERVICES notice-filed in AZ, GA, IL, MD. IAPD ↗
$2.81B RAUM · 26 reps · (315)724-1776
ComplianceMarketing & brand
53
IAG WEALTH PARTNERS, LLC notice-filed in MO, NV, NY, UT. IAPD ↗
$1.87B RAUM · 15 reps · 262-446-8150
ComplianceMarketing & brand
53
MANCHESTER CAPITAL MANAGEMENT LLC notice-filed in CO, NC, NJ, VI. IAPD ↗
$2.83B RAUM · 14 reps · 802-362-4410 · mcmllc.com
ComplianceMarketing & brand
53
S&A FINANCIAL SERVICES, INC. notice-filed in CA, GA, NJ, VA, WI. IAPD ↗
$392.3M RAUM · 3 reps · 913-362-2712
ComplianceMarketing & brand
53
MCF ADVISORS, LLC notice-filed in CO, GA, OK, WV. IAPD ↗
$4.68B RAUM · 30 reps · 859-967-0999
ComplianceMarketing & brand
53
MEASURED RISK PORTFOLIOS notice-filed in GA, MO, SC, TN, UT. IAPD ↗
$597.2M RAUM · 4 reps · 858-935-1125 · kingsroadinc.com
ComplianceMarketing & brand
53
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC notice-filed in FL, ID, NE, NJ, NV, OR. IAPD ↗
$303.9M RAUM · 15 reps · (949) 261-7726
ComplianceMarketing & brand
53
BERKSHIRE ASSET MANAGEMENT, LLC notice-filed in HI, MN, MT, ND. IAPD ↗
$2.79B RAUM · 6 reps · 570-825-2600 · berkshireasset.com
ComplianceMarketing & brand
53
BROOKMONT CAPITAL MANAGEMENT notice-filed in AR, IL, MD, ME, NV, PA. IAPD ↗
$910.5M RAUM · 4 reps · 214-953-0190 · brookmont.com
ComplianceMarketing & brand
53
THE RETIREMENT SOLUTION LLC notice-filed in AL, GA, HI, IN, KS, MD, MO, NJ, NM, NV, OH, PA, SC, SD, TN, VA. IAPD ↗
$699.4M RAUM · 15 reps · 425-558-3700
ComplianceMarketing & brand
53
OLD WEST INVESTMENT MANAGEMENT, LLC notice-filed in CT, FL, GA, ID, MN, NC, NY, WA. IAPD ↗
$915.7M RAUM · 8 reps · (213) 943-1740 · oldwestim.com
ComplianceMarketing & brand
53
C2 PRIVATE WEALTH notice-filed in CO, LA, MD, VA. IAPD ↗
$1.82B RAUM · 11 reps · 248-567-6688 · c2privatewealth.com
ComplianceMarketing & brand
53
PERSONAL CFO SOLUTIONS LLC notice-filed in ME, MO, NH, WI. IAPD ↗
$1.65B RAUM · 14 reps · 908-955-7055 · pcfos.com
ComplianceMarketing & brand
53
MORRIS & WELLS WEALTH MANAGEMENT notice-filed in CA, KY, MD, NC, NY, TN. IAPD ↗
$987.9M RAUM · 2 reps · 434-977-7010 · morrisandwells.com
ComplianceMarketing & brand
53
PRAIRIE WEALTH ADVISORS, INC. notice-filed in AZ, IL, MN, SC, WA. IAPD ↗
$558.0M RAUM · 4 reps · 402-505-6810
ComplianceMarketing & brand
53
ELM WEALTH notice-filed in MD, OH, UT, VT. IAPD ↗
$3.02B RAUM · 7 reps · (888) 676-3148
ComplianceMarketing & brand
53
WEALTH WATCH ADVISORS, INC notice-filed in AL, CT, IN, KY, LA, MA, MO, MT, NH, NJ, NM, NV, NY, SD, WY. IAPD ↗
$612.4M RAUM · 52 reps · 855-822-3708 · wwwjmartinwm.com
ComplianceMarketing & brand
53
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY notice-filed in AZ, CA, CO, CT, IA, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, TN, VA, WA, WI. IAPD ↗
$344.1M RAUM · 13 reps · 866-929-3258
ComplianceMarketing & brand
53
SPYGLASS CAPITAL MANAGEMENT, LLC notice-filed in FL, NY, SD, TX. IAPD ↗
$2.02B RAUM · 5 reps · 4153182366 · spyglassfunds.com
ComplianceMarketing & brand
53
KINETIC INVESTMENT MANAGEMENT, INC. notice-filed in AR, GA, NV, VA, WA. IAPD ↗
$450.9M RAUM · 21 reps · (800) 711-4818
ComplianceMarketing & brand
53
ATLAS PRIVATE WEALTH ADVISORS notice-filed in ID, NH, NV, OH, WA. IAPD ↗
$859.8M RAUM · 14 reps · (888) 996-2666
ComplianceMarketing & brand
53
GOALVEST ADVISORY LLC notice-filed in CO, MO, MS, MT, NE, OK, WY. IAPD ↗
$777.6M RAUM · 7 reps · (646) 941-8458
ComplianceMarketing & brand
53
VERDENCE CAPITAL ADVISORS, LLC notice-filed in AL, IN, ME, OR. IAPD ↗
$4.63B RAUM · 29 reps · 410-472-5380 · verdence.com
ComplianceMarketing & brand
53
BLUE SQUARE ASSET MANAGEMENT, LLC notice-filed in CO, IA, MI, OH, OR, PA, UT, VA. IAPD ↗
$410.3M RAUM · 6 reps · 646-928-8000
ComplianceMarketing & brand
53
DECISIONPOINT FINANCIAL, LLC notice-filed in FL, ID, IN, MT. IAPD ↗
$1.22B RAUM · 14 reps · 480-553-6249 · dp457b.com
ComplianceMarketing & brand
53
SAGE MOUNTAIN ADVISORS, LLC notice-filed in CO, NC, OK, PA. IAPD ↗
$4.29B RAUM · 20 reps · (404) 795-8361
ComplianceMarketing & brand
53
WILLIAMS JONES WEALTH MANAGEMENT, LLC notice-filed in IA, KS, KY, MS. IAPD ↗
$12.47B RAUM · 24 reps · 212-935-8750 · focusfinancialpartners.com
ComplianceMarketing & brand
53
DEW POINT CAPITAL notice-filed in FL, MD, NY, OR, PA, TN, VA, WA. IAPD ↗
$513.2M RAUM · 2 reps · 410-258-2174 · dewpointcap.com
ComplianceMarketing & brand
53
TREASURE INVESTMENT MANAGEMENT, LLC notice-filed in DE, FL, GA, IL, MA, NC, NV, TX, WY. IAPD ↗
$252.7M RAUM · 0 reps · 310-957-9428 · treasure.tech
ComplianceMarketing & brand
53
FORTIS CAPITAL ADVISORS, LLC notice-filed in IN, MN, NV, VT. IAPD ↗
$1.62B RAUM · 57 reps · (913) 222-8862 · fortiscapitaladvisors.com
ComplianceMarketing & brand
53
SEASONS OF ADVICE WEALTH MANAGEMENT notice-filed in IN, MN, OH, OR. IAPD ↗
$1.22B RAUM · 12 reps · 212-977-3111 · soaplanning.com
ComplianceMarketing & brand
53
FOCUSED ALPHA, LLC notice-filed in CA, FL, IL, LA, MD, MI, NC, NE, NH, NV, OR, TX, VA, WA. IAPD ↗
$663.9M RAUM · 5 reps · 303-529-5100
ComplianceMarketing & brand
53
YOUSIF CAPITAL MANAGEMENT, LLC notice-filed in CT, NC, OR, VA. IAPD ↗
$14.73B RAUM · 8 reps · 833-342-5926
ComplianceMarketing & brand
53
THE ASCENT GROUP, LLC notice-filed in AZ, CO, LA, MI. IAPD ↗
$4.76B RAUM · 19 reps · 757-499-8300 · aleragroup.com
ComplianceMarketing & brand
53
PRIVATE WEALTH ASSET MANAGEMENT notice-filed in MD, MI, NC, NM. IAPD ↗
$2.52B RAUM · 22 reps · 402-227-4208
ComplianceMarketing & brand
53
RANGE ADVISORY, LLC notice-filed in AK, KY, MS, ND, VI, WV, WY. IAPD ↗
$653.9M RAUM · 18 reps · (703) 261-4126
ComplianceMarketing & brand
53
BEAUMONT FINANCIAL PARTNERS notice-filed in AL, NV, OR, WV. IAPD ↗
$3.76B RAUM · 15 reps · 781-400-2800
ComplianceMarketing & brand
53
CACHE ADVISORS LLC notice-filed in AK, KY, MS, MT, ND, SD, WV, WY. IAPD ↗
$962.1M RAUM · 5 reps · 2137881501
ComplianceMarketing & brand
53
FREC notice-filed in AR, DC, HI, IA, ID, IN, MD, MI, MO, MT, NH, OH, SC, WI. IAPD ↗
$567.2M RAUM · 1 reps · 855-900-3732 · frec.com
ComplianceMarketing & brand
53
SYNTHETICFI LLC notice-filed in AR, CT, IA, IL, IN, MD, MN, MO, NE, OK, SC, TN, WA. IAPD ↗
$992.9M RAUM · 7 reps · (628) 800-0898 · syntheticfi.com
ComplianceMarketing & brand
53
CARRERA CAPITAL ADVISORS notice-filed in AZ, MN, OR, TN, UT. IAPD ↗
$968.7M RAUM · 12 reps · 248-362-5009 · carrera-capital-advisors.com
ComplianceMarketing & brand
53
THE LIFE WEALTH GROUP notice-filed in CA, GA, KS, MO, NC, TX. IAPD ↗
$490.6M RAUM · 9 reps · 407-299-4129 · thelifewealthgroup.com
ComplianceMarketing & brand
53
ELEVATED FINANCIAL GROUP notice-filed in MA, MN, NC, OR, SC, VA, WA, WI. IAPD ↗
$532.0M RAUM · 8 reps · 317-533-7721
ComplianceMarketing & brand
53
CANBY FINANCIAL ADVISORS notice-filed in CA, CT, FL, ME, NC, NH, NY, RI, VA, VT. IAPD ↗
$729.4M RAUM · 5 reps · 508-598-1082 · canbyfinancial.com
ComplianceMarketing & brand
51
BRIGHTON SECURITIES CORP. notice-filed in DC, LA, ME, NH. IAPD ↗
$931.0M RAUM · 21 reps · 585-473-3590 · brightonsecurities.com
ComplianceMarketing & brand
51
ABNER HERRMAN & BROCK, LLC notice-filed in MN, MT, NE. IAPD ↗
$2.74B RAUM · 5 reps · 201-484-2000 · ahbi.com
ComplianceMarketing & brand
51
THE INVESTMENT COUNSEL COMPANY notice-filed in AZ, FL, WA. IAPD ↗
$2.18B RAUM · 11 reps · 702-871-8510 · iccnv.com
ComplianceMarketing & brand
51
MIDWESTERN SECURITIES TRADING CO.,LLC notice-filed in MT, NJ, WY. IAPD ↗
$1.98B RAUM · 43 reps · 309-699-6786
ComplianceMarketing & brand
51
ALLEGHENY FINANCIAL GROUP notice-filed in NE, NV, RI. IAPD ↗
$5.59B RAUM · 28 reps · 412-367-3880
ComplianceMarketing & brand
51
HIRTLE & CO., LLC notice-filed in KS, NV, UT. IAPD ↗
$25.41B RAUM · 48 reps · 610-828-7200 · hirtle.com
ComplianceMarketing & brand
51
WEDGE CAPITAL MANAGEMENT LLP notice-filed in LA, MI, TX. IAPD ↗
$7.75B RAUM · 21 reps · 704-334-6475
ComplianceMarketing & brand
51
WRIGHT INVESTORS SERVICE INC notice-filed in NH, NJ, PA. IAPD ↗
$1.21B RAUM · 9 reps · 203-783-4400 · wrightinvestors.com
ComplianceMarketing & brand
51
WOODLEY FARRA notice-filed in VT, WV, WY. IAPD ↗
$2.32B RAUM · 9 reps · 317-269-0224 · woodleyfarra.com
ComplianceMarketing & brand
51
STRATEGY ASSET MANAGERS L.L.C. notice-filed in CO, IL, ME, WA. IAPD ↗
$930.1M RAUM · 10 reps · 626-657-0559
ComplianceMarketing & brand
51
OKABENA INVESTMENT SERVICES INC notice-filed in CA, FL, MT. IAPD ↗
$2.12B RAUM · 8 reps · 612-339-7151 · okabena.com
ComplianceMarketing & brand
51
STANLEY-LAMAN GROUP LTD. notice-filed in AK, AR, TN. IAPD ↗
$1.02B RAUM · 13 reps · 610-993-9100
ComplianceMarketing & brand
51
VERITY INVESTMENT PARTNERS notice-filed in CT, DE, MI. IAPD ↗
$1.40B RAUM · 13 reps · 843-379-6661 · verityvip.com
ComplianceMarketing & brand
51
PALISADE INVESTMENTS, LLC notice-filed in AZ, ID, OR, VA. IAPD ↗
$652.7M RAUM · 7 reps · 775-299-4600 · palisadeinvestments.com
ComplianceMarketing & brand
51
OMNI 360 WEALTH, INC. notice-filed in DE, GA, MN, SC. IAPD ↗
$425.7M RAUM · 5 reps · 609-452-0889 · omni360advisors.com
ComplianceMarketing & brand
51
KORHORN FINANCIAL GROUP notice-filed in MN, PA, WA. IAPD ↗
$1.15B RAUM · 42 reps · 574-247-5898
ComplianceMarketing & brand
51
ARROYO INVESTMENT GROUP, LLC notice-filed in ID, LA, NV, TX. IAPD ↗
$319.5M RAUM · 3 reps · 626-844-1441 · arroyoinvestmentgroup.com
ComplianceMarketing & brand
51
DUPREE FINANCIAL GROUP, LLC notice-filed in IN, LA, MI, SC. IAPD ↗
$404.4M RAUM · 6 reps · 859-233-0400
ComplianceMarketing & brand
51
REDWOOD INVESTMENTS, LLC notice-filed in AZ, IL, IN, WV. IAPD ↗
$710.1M RAUM · 6 reps · 617-467-3000 · redwoodinv.com
ComplianceMarketing & brand
51
FIAM LLC notice-filed in ME, SC, UT. IAPD ↗
$347.73B RAUM · 139 reps · 617-563-7000 · fidelity.com
ComplianceMarketing & brand
51
MYCIO WEALTH PARTNERS, LLC notice-filed in MS, NH, OH. IAPD ↗
$15.78B RAUM · 46 reps · 267-295-2280 · myciowp.com
ComplianceMarketing & brand
51
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. notice-filed in CA, NC, PA. IAPD ↗
$1.12B RAUM · 6 reps · 330-666-6886 · kohmannbosshard.com
ComplianceMarketing & brand
51
BLBB ADVISORS notice-filed in AL, DC, VT. IAPD ↗
$3.26B RAUM · 12 reps · 215-643-9100 · blbb.com
ComplianceMarketing & brand
51
STRATEGIC FINANCIAL CONCEPTS, LLC notice-filed in AZ, MO, MS, MT. IAPD ↗
$927.7M RAUM · 41 reps · 210-737-7800
ComplianceMarketing & brand
51
HECK CAPITAL ADVISORS, LLC notice-filed in AK, NH, OR. IAPD ↗
$11.31B RAUM · 24 reps · 715-361-1500 · heckcapital.com
ComplianceMarketing & brand
51
DMKC ADVISORY SERVICES, LLC notice-filed in ID, MO, OH, WA. IAPD ↗
$902.5M RAUM · 8 reps · 515-221-1133
ComplianceMarketing & brand
51
HOEY INVESTMENTS, INC. notice-filed in GA, MA, MD, VA. IAPD ↗
$788.3M RAUM · 1 reps · 610-738-4280 · hoeyinvestments.com
ComplianceMarketing & brand
51
SOLTIS INVESTMENT ADVISORS, LLC notice-filed in IA, ME, NH. IAPD ↗
$12.04B RAUM · 63 reps · 435-674-1600 · soltisadvisors.com
ComplianceMarketing & brand
51
WALKNER CONDON FINANCIAL ADVISORS LLC notice-filed in IN, MA, PA. IAPD ↗
$1.03B RAUM · 16 reps · 608-234-4127 · walknercondon.com
ComplianceMarketing & brand
51
THE PINNACLE FINANCIAL GROUP notice-filed in IA, ME, WA. IAPD ↗
$1.38B RAUM · 54 reps · 516-763-9700
ComplianceMarketing & brand
51
IFG ADVISORY, LLC notice-filed in ID, KS, NV. IAPD ↗
$4.76B RAUM · 86 reps · 770-353-6400 · cpcllp.com
ComplianceMarketing & brand
51
FORTIS CAPITAL MANAGEMENT LLC notice-filed in AZ, MN, OR. IAPD ↗
$1.16B RAUM · 18 reps · 425-453-5010
ComplianceMarketing & brand
51
L2 ASSET MANAGEMENT, LLC notice-filed in CA, NV, NY. IAPD ↗
$1.27B RAUM · 4 reps · 5083507150 · l2asset.com
ComplianceMarketing & brand
51
EXODUS WEALTH, LLC notice-filed in KS, OK, TN, WV. IAPD ↗
$483.6M RAUM · 51 reps · 925-791-4444 · thinkfloresfinancial.com
ComplianceMarketing & brand
51
GENERATIONAL WEALTH MANAGEMENT notice-filed in AZ, IL, PA, SC. IAPD ↗
$394.8M RAUM · 8 reps · 616-931-1270
ComplianceMarketing & brand
51
KFA PRIVATE WEALTH GROUP, LLC notice-filed in CO, MI, TN, WA. IAPD ↗
$830.0M RAUM · 11 reps · 571-386-2029
ComplianceMarketing & brand
51
STANSBERRY ASSET MANAGEMENT, LLC notice-filed in AK, RI, WV. IAPD ↗
$1.29B RAUM · 13 reps · 646-854-4370 · stansberryam.com
ComplianceMarketing & brand
51
AWM CAPITAL, LLC notice-filed in AL, AR, IL. IAPD ↗
$1.49B RAUM · 28 reps · (323) 940-1339
ComplianceMarketing & brand
51
WELLFULL notice-filed in CA, CO, DE, SC. IAPD ↗
$866.4M RAUM · 7 reps · 267-500-1080
ComplianceMarketing & brand
51
LAKE STREET notice-filed in LA, NE, NH. IAPD ↗
$1.16B RAUM · 6 reps · 312-766 7040 · clarity-fg.com
ComplianceMarketing & brand
51
SOUDERS FINANCIAL ADVISORS, LLC notice-filed in GA, SC, VA. IAPD ↗
$1.41B RAUM · 14 reps · 513-598-2400
ComplianceMarketing & brand
51
ROCKPORT WEALTH ADVISORS notice-filed in LA, NY, TN, VA. IAPD ↗
$676.4M RAUM · 8 reps · (216) 226-4560 · jarnoldwealth.com
ComplianceMarketing & brand
51
SIGNAL ADVISORS WEALTH, LLC notice-filed in AL, AZ, NV. IAPD ↗
$1.69B RAUM · 37 reps · 1-866-774-4625
ComplianceMarketing & brand
51
ABSHER WEALTH MANAGEMENT, LLC notice-filed in CA, IL, UT. IAPD ↗
$1.26B RAUM · 7 reps · 919-283-2340 · absherwealth.com
ComplianceMarketing & brand
51
SMITH GROUP ASSET MANAGEMENT, LLC notice-filed in IN, MS, NE. IAPD ↗
$2.21B RAUM · 12 reps · 214-880-4600 · smithasset.com
ComplianceMarketing & brand
51
ESSENTIAL PARTNERS LLC notice-filed in FL, LA, NV, TX. IAPD ↗
$401.1M RAUM · 2 reps · 213-878-0074 · essentialp.com
ComplianceMarketing & brand
51
PEAK RETIREMENT PLANNING, INC. notice-filed in AL, MA, MN, OK. IAPD ↗
$631.0M RAUM · 16 reps · (614) 500-4121
ComplianceMarketing & brand
51
ELEVATUS WEALTH MANAGEMENT, LLC notice-filed in MA, NJ, PA, VA. IAPD ↗
$513.4M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com
ComplianceMarketing & brand
51
TREND TRADE PRO, LLC notice-filed in DE, FL, NV, NY. IAPD ↗
$298.3M RAUM · 1 reps · (626) 234-8999 · trendtradepro.com
ComplianceMarketing & brand
51
SALUS FINANCIAL ADVISORS notice-filed in MO, NE, PA, TX. IAPD ↗
$262.6M RAUM · 5 reps · (612) 747-9420 · salusfinancialadvisors.com
ComplianceMarketing & brand
51
KILTER GROUP notice-filed in IL, LA, MA, OH. IAPD ↗
$277.4M RAUM · 7 reps · 646-438-6557 · kiltergroup.com
ComplianceMarketing & brand
51
ARENA PRIVATE WEALTH notice-filed in AZ, IN, MA, NH. IAPD ↗
$338.1M RAUM · 8 reps · 312-798-9045
ComplianceMarketing & brand
51
UNITING WEALTH PARTNERS notice-filed in CA, CO, NC, NH. IAPD ↗
$934.6M RAUM · 11 reps · 720-706-7180 · unitingwealthpartners.com
ComplianceMarketing & brand
51
MILESTONE FINANCIAL ASSOCIATES, LLC notice-filed in DE, FL, NJ, SC. IAPD ↗
$654.5M RAUM · 7 reps · 6104218777 · milestonefa.com
ComplianceMarketing & brand
51
Z3 CAPITAL PARTNERS notice-filed in FL, NC, PA, SC. IAPD ↗
$466.8M RAUM · 3 reps · 804-256-1770 · z3capital.com
ComplianceMarketing & brand
51
WASHINGTON PARK CAPITAL MANAGEMENT, LLC notice-filed in AZ, CA, TX, WA. IAPD ↗
$359.5M RAUM · 3 reps · 503-222-9917 · waparkadvisors.com
ComplianceMarketing & brand
50
U.S. WEALTH GROUP, LLC notice-filed in FL, LA, NC, NJ, TX. IAPD ↗
$181.5M RAUM · 1 reps · 516-682-9800
ComplianceMarketing & brand
50
BLUE MARBLE INVESTMENTS notice-filed in DC, GA, IN, ME, NC. IAPD ↗
$197.9M RAUM · 3 reps · 805-595-1820
ComplianceMarketing & brand
50
401K GENERATION notice-filed in AK, AR, ND, NE, NH. IAPD ↗
$156.4M RAUM · 6 reps · (866) 998-5879 · 401kdocs.com
ComplianceMarketing & brand
50
TREASURE COAST FINANCIAL PLANNING, INC. notice-filed in DC, MI, MN, NV, OH, WV. IAPD ↗
$241.5M RAUM · 5 reps · 772-231-1422 · theplanningco.com
ComplianceMarketing & brand
50
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC notice-filed in AL, AZ, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NV, OH, OR, PA, SC, TN, UT, VA, WA. IAPD ↗
$0 RAUM · 5 reps · 312-986-1060 · orats.com
ComplianceMarketing & brand
50
ROSSJOHNSON & ASSOCIATES, LLC notice-filed in FL, MI, NE, NH, WI. IAPD ↗
$211.6M RAUM · 3 reps · 763-560-2127 · rossjohnsonweb.com
ComplianceMarketing & brand
50
MANZIL INVESTMENT ADVISORS, LLC notice-filed in CA, FL, IL, MD, NJ, NY, OH, WA. IAPD ↗
$146,896 RAUM · 1 reps · 425-600-2991
ComplianceMarketing & brand
50
ALINEA ADVISORY SERVICES LLC notice-filed in AK, AL, AR, AZ, CO, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
$66.6M RAUM · 1 reps · 516-469-9482
ComplianceMarketing & brand
50
ADVISOR.COM notice-filed in AZ, FL, MN, OH, OR, PA, TN, WI. IAPD ↗
$126.8M RAUM · 3 reps · 843-284-6261
ComplianceMarketing & brand
50
CARRY ADVISORS LLC notice-filed in AK, AL, KY, MO, MT, NM, RI. IAPD ↗
$180.9M RAUM · 2 reps · 2014720612 · carry.com
ComplianceMarketing & brand
50
E6 PORTFOLIOS notice-filed in IL, NE, NH, OR, WA. IAPD ↗
$239.4M RAUM · 3 reps · 801-545-8706 · e6portfolios.com
ComplianceMarketing & brand
50
GREENPORTFOLIO INC. notice-filed in CT, FL, ME, MI, MN, NM, RI, WI. IAPD ↗
$0 RAUM · 1 reps · 917-719-0206
ComplianceMarketing & brand
50
DACHTLER WEALTH ADVISORS, LLC notice-filed in AZ, NV, OR, TX, WA. IAPD ↗
$120.4M RAUM · 4 reps · 916-933-3076 · dachtlerwealth.com
ComplianceMarketing & brand
50
CARDONE WEALTH ADVISORS notice-filed in AK, AZ, CA, GA, IL, LA, MD, MI, MO, NE, NJ, NV, TX, UT. IAPD ↗
$0 RAUM · 2 reps · 310-777-0255 · cardonewealthadvisors.com
ComplianceMarketing & brand
50
ASK DOLLY notice-filed in AZ, CA, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA. IAPD ↗
$0 RAUM · 3 reps · 720-432-6841 · askdolly.com
ComplianceMarketing & brand
50
NORTHERN EDGE WEALTH MANAGEMENT notice-filed in CA, FL, LA, MN, WI. IAPD ↗
$246.9M RAUM · 4 reps · 906-228-6018 · northernedgewealth.com
ComplianceMarketing & brand
50
CENTRUS FINANCIAL STRATEGIES notice-filed in GA, NC, NH, NY, TX. IAPD ↗
$0 RAUM · 3 reps · 1-800-779-4592 · centrusfs.com
ComplianceMarketing & brand
49
SCHWARTZ & CO. notice-filed in AL, KY. IAPD ↗
$10.49B RAUM · 23 reps · 248-644-2701 · gjsco.com
ComplianceMarketing & brand
49
HUNTER ASSOCIATES LLC notice-filed in ID, NE. IAPD ↗
$1.34B RAUM · 14 reps · 412-471-4191 · hunterassociates.com
ComplianceMarketing & brand
49
ADVISORS ASSET MANAGEMENT, INC. notice-filed in HI, PR. IAPD ↗
$2.21B RAUM · 42 reps · 719-488-9956 · aamlive.com
ComplianceMarketing & brand
49
THOROUGHBRED FINANCIAL SERVICES, LLC notice-filed in NV, NY. IAPD ↗
$4.04B RAUM · 31 reps · 615-371-0001 · thoroughbredfinancial.com
ComplianceMarketing & brand
49
MIDDLETON & COMPANY INC. notice-filed in CO, OR. IAPD ↗
$1.23B RAUM · 7 reps · (617)357-5101 · middletonco.com
ComplianceMarketing & brand
49
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. notice-filed in GA, OH. IAPD ↗
$10.66B RAUM · 31 reps · 503-226-1444
ComplianceMarketing & brand
49
GAMCO ASSET MANAGEMENT INC. notice-filed in AR, MT. IAPD ↗
$11.69B RAUM · 45 reps · 914-921-5000
ComplianceMarketing & brand
49
PROFESSIONAL ADVISORY SERVICES INC notice-filed in LA, TN. IAPD ↗
$1.26B RAUM · 9 reps · 772-778-0552 · pa-services.com
ComplianceMarketing & brand
49
ACCREDITED INVESTORS WEALTH MANAGEMENT notice-filed in GA, IA. IAPD ↗
$4.41B RAUM · 4 reps · 952-841-2222 · accredited.com
ComplianceMarketing & brand
49
SYSTEMATIC FINANCIAL MANAGEMENT LP notice-filed in AR, NH. IAPD ↗
$4.21B RAUM · 8 reps · 201-928-1982 · sfmlp.com
ComplianceMarketing & brand
49
PETTYJOHN, WOOD & WHITE, INC. notice-filed in MD, TN. IAPD ↗
$1.02B RAUM · 5 reps · 434-845-1266 · pwandw.com
ComplianceMarketing & brand
49
HEMSLEY ADVISORS, LTD. notice-filed in MA, NY, OH. IAPD ↗
$638.1M RAUM · 4 reps · 847-381-7314 · hemsleyadvisors.com
ComplianceMarketing & brand
49
MITCHELL SINKLER & STARR notice-filed in CA, CO. IAPD ↗
$1.79B RAUM · 5 reps · 215-665-1450 · mitchellsinklerandstarr.com
ComplianceMarketing & brand
49
BAXTER INVESTMENT MANAGEMENT notice-filed in SC, WA. IAPD ↗
$1.17B RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
ComplianceMarketing & brand
49
ESSENTIAL PLANNING, LLC notice-filed in CA, LA, NY. IAPD ↗
$524.4M RAUM · 3 reps · 603-427-5164 · essential-planning.com
ComplianceMarketing & brand
49
ASSET PRESERVATION ADVISORS, LLC notice-filed in HI, WI. IAPD ↗
$11.05B RAUM · 20 reps · 404-261-1333 · assetpreservationadvisors.com
ComplianceMarketing & brand
49
MEEDER ADVISORY SERVICES, INC. notice-filed in AK, ME. IAPD ↗
$2.86B RAUM · 54 reps · 866-633-3371 · meederinvestment.com
ComplianceMarketing & brand
49
BSW WEALTH PARTNERS notice-filed in MT, WA. IAPD ↗
$2.24B RAUM · 20 reps · 303-444-9696
ComplianceMarketing & brand
49
SFMG WEALTH ADVISORS notice-filed in AR, NY. IAPD ↗
$2.96B RAUM · 16 reps · 972-960-6460 · sfmg.com
ComplianceMarketing & brand
49
GHP INVESTMENT ADVISORS INC notice-filed in MI, VA. IAPD ↗
$3.06B RAUM · 22 reps · 303-831-5051
ComplianceMarketing & brand
49
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC notice-filed in GA, NY. IAPD ↗
$1.76B RAUM · 11 reps · 920-727-1137 · sbw-invest.com
ComplianceMarketing & brand
49
TRAPHAGEN FINANCIAL GROUP notice-filed in MD, VA. IAPD ↗
$2.28B RAUM · 16 reps · 201-262-1040
ComplianceMarketing & brand
49
COMPASS CAPITAL MANAGEMENT INC notice-filed in IL, VA. IAPD ↗
$2.56B RAUM · 10 reps · 612-338-4051
ComplianceMarketing & brand
49
ENTRUST GLOBAL PARTNERS LLC notice-filed in SC, TN. IAPD ↗
$11.82B RAUM · 40 reps · 212-888-1040 · entrustglobal.com
ComplianceMarketing & brand
49
PATHWAY CAPITAL MANAGEMENT, LP notice-filed in IL, NE. IAPD ↗
$97.82B RAUM · 88 reps · 949-622-1000 · pathwaycapital.com
ComplianceMarketing & brand
49
MARIETTA INVESTMENT PARTNERS, LLC notice-filed in NH, NY, WA. IAPD ↗
$683.7M RAUM · 4 reps · 414-289-9080 · mariettallc.com
ComplianceMarketing & brand
49
LEGACY WEALTH MANAGEMENT, LLC notice-filed in IN, VA. IAPD ↗
$2.66B RAUM · 16 reps · 901-758-9006
ComplianceMarketing & brand
49
CAPITAL COUNSEL LLC notice-filed in KY, OH. IAPD ↗
$2.87B RAUM · 6 reps · 212-350-9333 · capitalcounsel.com
ComplianceMarketing & brand
49
GEMMER ASSET MANAGEMENT LLC notice-filed in MD, MT. IAPD ↗
$2.36B RAUM · 9 reps · 925-933-3786
ComplianceMarketing & brand
49
FIDUCIARY MANAGEMENT, INC. notice-filed in AZ, MD. IAPD ↗
$11.36B RAUM · 17 reps · 414-226-4545
ComplianceMarketing & brand
49
WILLOW CREEK WEALTH MANAGEMENT, INC. notice-filed in AZ, ME. IAPD ↗
$2.30B RAUM · 15 reps · 707-829-1146
ComplianceMarketing & brand
49
HIGHLAND CONSULTING ASSOCIATES INC. notice-filed in IN, KY. IAPD ↗
$21.93B RAUM · 17 reps · 440-808-1500 · highlandusa.net
ComplianceMarketing & brand
49
HARVEST INVESTMENT CONSULTANTS LLC notice-filed in AZ, CA, NJ. IAPD ↗
$549.0M RAUM · 5 reps · 410-561-9040
ComplianceMarketing & brand
49
MAIRS & POWER notice-filed in IA, VA. IAPD ↗
$12.14B RAUM · 25 reps · 651-222-8478 · mairsandpower.com
ComplianceMarketing & brand
49
WILLIS INVESTMENT COUNSEL INC notice-filed in FL, NE. IAPD ↗
$4.23B RAUM · 8 reps · 770-718-0706 · wicinvest.com
ComplianceMarketing & brand
49
JOEL R. MOGY INVESTMENT COUNSEL INC. notice-filed in CT, OR. IAPD ↗
$2.18B RAUM · 3 reps · (310) 552-0529
ComplianceMarketing & brand
49
TRIBUTARY CAPITAL MANAGEMENT, LLC notice-filed in IL, NH. IAPD ↗
$1.90B RAUM · 8 reps · 877-458-0021 · tributarycapital.com
ComplianceMarketing & brand
49
PARKWAY ADVISORS, L.P. notice-filed in LA, NY. IAPD ↗
$4.13B RAUM · 10 reps · 325-795-2111 · parkwayadvisors.com
ComplianceMarketing & brand
49
MISSION WEALTH MANAGEMENT, LP notice-filed in MS, ND. IAPD ↗
$13.91B RAUM · 117 reps · 805-882-2360
ComplianceMarketing & brand
49
CAPITAL INVESTMENT MANAGEMENT, INC notice-filed in CO, IL, OK. IAPD ↗
$558.9M RAUM · 4 reps · 816-246-1212 · cimretirementpros.com
ComplianceMarketing & brand
49
SEGAL MARCO ADVISORS notice-filed in NM, VT. IAPD ↗
$50.15B RAUM · 103 reps · 212-251-5900 · segalmarco.com
ComplianceMarketing & brand
49
AMERICAN MONEY MANAGEMENT, LLC notice-filed in ID, NV, TN. IAPD ↗
$844.0M RAUM · 11 reps · 858-755-0909 · divorcefinancialconsulting.com
ComplianceMarketing & brand
49
FINANCIAL PLAN, INC. notice-filed in AK, KS. IAPD ↗
$1.60B RAUM · 11 reps · 360-714-1234
ComplianceMarketing & brand
49
PLAN GROUP FINANCIAL, INC. notice-filed in KS, UT, WA. IAPD ↗
$690.3M RAUM · 17 reps · 405-848-1099 · plangroup.com
ComplianceMarketing & brand
49
KIPLINGER WEALTH ADVISORS notice-filed in MD, NC, SC. IAPD ↗
$261.7M RAUM · 5 reps · 937-886-1442 · kiplingerwealth.com
ComplianceMarketing & brand
49
CONCORD WEALTH PARTNERS notice-filed in AZ, GA. IAPD ↗
$1.07B RAUM · 10 reps · 276-628-5910 · cavenessadvisory.com
ComplianceMarketing & brand
49
CM WEALTH ADVISORS LLC notice-filed in CO, MI. IAPD ↗
$3.60B RAUM · 11 reps · 216-831-9667 · cmwealthadvisors.com
ComplianceMarketing & brand
49
MAIN MANAGEMENT, LLC notice-filed in FL, VA. IAPD ↗
$1.90B RAUM · 25 reps · 415-217-5800
ComplianceMarketing & brand
49
FINANCIAL MANAGEMENT STRATEGIES, INC. notice-filed in KY, UT, WA. IAPD ↗
$714.2M RAUM · 23 reps · 216-642-1099 · fmstrategies.biz
ComplianceMarketing & brand
49
THE FAIRMAN GROUP, LLC notice-filed in CO, SC, TX. IAPD ↗
$902.1M RAUM · 16 reps · 610-889-7300 · fairmanfinancial.com
ComplianceMarketing & brand
49
WINDSOR ADVISORY GROUP, LLC notice-filed in LA, SC. IAPD ↗
$2.92B RAUM · 14 reps · 614-545-0300
ComplianceMarketing & brand
49
GIBRALTAR CAPITAL MANAGEMENT, INC. notice-filed in GA, NE. IAPD ↗
$1.35B RAUM · 18 reps · (918) 492-4209 · gibraltar-capital.com
ComplianceMarketing & brand
49
PCA INVESTMENT ADVISORY SERVICES, INC. notice-filed in IA, MA. IAPD ↗
$4.31B RAUM · 10 reps · 513.281.3366
ComplianceMarketing & brand
49
KLINGMAN AND ASSOCIATES, LLC notice-filed in IL, VT. IAPD ↗
$5.66B RAUM · 14 reps · 212-867-7647 · klingmanria.com
ComplianceMarketing & brand
49
PKS ADVISORY SERVICES, LLC notice-filed in AR, MD. IAPD ↗
$1.09B RAUM · 36 reps · (518) 426-5791 · woehlerfinancialgroup.com
ComplianceMarketing & brand
49
GRANEY& KING, LLC notice-filed in CO, PA, VA. IAPD ↗
$484.4M RAUM · 4 reps · 518-785-6400 · graneyking.com
ComplianceMarketing & brand
49
CWC ADVISORS, LLC notice-filed in AZ, FL, TX. IAPD ↗
$445.3M RAUM · 8 reps · 503-968-0950 · cwcadvisors.com
ComplianceMarketing & brand
49
MAPLE CAPITAL MANAGEMENT, INC. notice-filed in MI, TN. IAPD ↗
$2.58B RAUM · 27 reps · 802-229-2838
ComplianceMarketing & brand
49
EXENCIAL WEALTH ADVISORS notice-filed in ND, NE. IAPD ↗
$5.98B RAUM · 47 reps · 405-478-1971
ComplianceMarketing & brand
49
BROGAN FINANCIAL notice-filed in AL, GA, OH. IAPD ↗
$577.0M RAUM · 5 reps · (865) 862-6800
ComplianceMarketing & brand
49
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC notice-filed in CT, MA. IAPD ↗
$1.12B RAUM · 10 reps · 610-825-3540
ComplianceMarketing & brand
49
CANNELL & SPEARS LLC notice-filed in LA, MT. IAPD ↗
$6.99B RAUM · 17 reps · 212-752-5255
ComplianceMarketing & brand
49
FINANCIAL INNOVATIONS, LLC notice-filed in LA, NY, TN. IAPD ↗
$535.2M RAUM · 2 reps · 404-458-0065 · financialinnovations.biz
ComplianceMarketing & brand
49
MCILRATH & ECK, LLC notice-filed in HI, MT. IAPD ↗
$1.36B RAUM · 8 reps · (360) 657-8600
ComplianceMarketing & brand
49
MELIA WEALTH LLC notice-filed in CA, MI, TN. IAPD ↗
$560.1M RAUM · 4 reps · 918-794-9290
ComplianceMarketing & brand
49
REDHAWK WEALTH ADVISORS, INC. notice-filed in MT, RI. IAPD ↗
$1.46B RAUM · 47 reps · 952-835-4295 · kingdomcalling.com
ComplianceMarketing & brand
49
SIHARUM ADVISORS, LLC notice-filed in OR, RI, SC. IAPD ↗
$687.5M RAUM · 3 reps · (617) 428-7500 · managerfirst.net (reserved)
ComplianceMarketing & brand
49
CAPWEALTH ADVISORS, LLC notice-filed in AZ, NY. IAPD ↗
$2.03B RAUM · 11 reps · 615-778-0740
ComplianceMarketing & brand
49
CKW FINANCIAL GROUP, LLC notice-filed in AZ, OR. IAPD ↗
$2.53B RAUM · 2 reps · 808-629-7600 · ckwhawaii.com
ComplianceMarketing & brand
49
EXPAND FINANCIAL, LLC notice-filed in IA, PR. IAPD ↗
$2.77B RAUM · 6 reps · 720-387-8158
ComplianceMarketing & brand
49
CAPITAL ADVISORS, LTD., LLC notice-filed in NY, PA. IAPD ↗
$1.37B RAUM · 11 reps · 216-295-7900 · capitaladvisorsltd.com
ComplianceMarketing & brand
49
CONNECTICUT WEALTH MANAGEMENT, LLC notice-filed in IN, NV. IAPD ↗
$4.48B RAUM · 46 reps · 860-470-0290 · vimeo.com
ComplianceMarketing & brand
49
WESTFULLER ADVISORS, LLC notice-filed in DC, NH. IAPD ↗
$3.37B RAUM · 14 reps · 212-219-6198 · westfulleradvisors.com
ComplianceMarketing & brand
49
NAPLES GLOBAL ADVISORS notice-filed in CO, NJ. IAPD ↗
$2.00B RAUM · 11 reps · 239-776-7900 · verobeachglobaladvisors.com
ComplianceMarketing & brand
49
ZHANG FINANCIAL notice-filed in NM, OR. IAPD ↗
$8.37B RAUM · 19 reps · 269-385-5888
ComplianceMarketing & brand
49
TVAMP, LLC notice-filed in MA, WA. IAPD ↗
$1.19B RAUM · 24 reps · 865-226-9982 · tvamp.com
ComplianceMarketing & brand
49
THE INVESTMENT HOUSE LLC notice-filed in AZ, NH. IAPD ↗
$2.20B RAUM · 7 reps · 310-873-3021 · tihllc.com
ComplianceMarketing & brand
49
ZEVIN ASSET MANAGEMENT, LLC notice-filed in NJ, VA. IAPD ↗
$1.02B RAUM · 9 reps · 617-742-6666 · zevin.com
ComplianceMarketing & brand
49
BILTMORE FAMILY OFFICE, LLC notice-filed in GA, LA. IAPD ↗
$3.47B RAUM · 9 reps · 704-248-5230 · biltmorefamilyoffice.com
ComplianceMarketing & brand
49
FORMIDABLE ASSET MANAGEMENT, LLC notice-filed in KS, LA, NH. IAPD ↗
$903.0M RAUM · 14 reps · 513-655-5566 · formidableam.com
ComplianceMarketing & brand
49
FLAHARTY ASSET MANAGEMENT, LLC notice-filed in KS, MA, WA. IAPD ↗
$901.6M RAUM · 9 reps · 727-252-1050
ComplianceMarketing & brand
49
VISIONARY WEALTH ADVISORS, LLC notice-filed in MS, NV. IAPD ↗
$3.54B RAUM · 51 reps · 314-764-2727
ComplianceMarketing & brand
49
FOURSTAR WEALTH ADVISORS, LLC notice-filed in OK, OR. IAPD ↗
$1.42B RAUM · 37 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
ComplianceMarketing & brand
49
TOWNELEY CAPITAL MANAGEMENT, INC. notice-filed in DE, MO. IAPD ↗
$1.09B RAUM · 9 reps · 949-837-3580 · towneley.com
ComplianceMarketing & brand
49
COMPOUND PLANNING, INC. notice-filed in DC, WI. IAPD ↗
$4.85B RAUM · 76 reps · 888-533-9364 · compoundplanning.com
ComplianceMarketing & brand
49
FIDUCIARY FINANCIAL ADVISORS notice-filed in AZ, LA. IAPD ↗
$1.33B RAUM · 50 reps · 616-622-3062
ComplianceMarketing & brand
49
MIRADOR CAPITAL PARTNERS notice-filed in KY, OR, VA. IAPD ↗
$934.3M RAUM · 7 reps · 925-621-1000
ComplianceMarketing & brand
49
CWP PRIVATE WEALTH MANAGEMENT notice-filed in AZ, FL, OH. IAPD ↗
$276.1M RAUM · 3 reps · 262-226-2729 · cwpwealth.com
ComplianceMarketing & brand
49
TRUE LINK FINANCIAL ADVISORS notice-filed in KY, NV. IAPD ↗
$1.89B RAUM · 5 reps · 855-435-5140
ComplianceMarketing & brand
49
RHAME & GORRELL WEALTH MANAGEMENT notice-filed in IL, OK. IAPD ↗
$1.11B RAUM · 12 reps · (832) 789-1100
ComplianceMarketing & brand
49
BOGART WEALTH, LLC notice-filed in OK, WV. IAPD ↗
$3.19B RAUM · 29 reps · (703) 570-8651
ComplianceMarketing & brand
49
OASIS WEALTH PLANNING ADVISORS notice-filed in AL, KY, PA. IAPD ↗
$275.9M RAUM · 7 reps · (615) 933-3314 · oasiswealthatlanta.com
ComplianceMarketing & brand
49
BLACK SWIFT GROUP, LLC notice-filed in PA, TN, VA. IAPD ↗
$694.1M RAUM · 2 reps · 303-955-4381 · blackswiftgroup.com
ComplianceMarketing & brand
49
WINTHROP WEALTH notice-filed in ID, MT. IAPD ↗
$3.10B RAUM · 25 reps · 617-530-1010
ComplianceMarketing & brand
49
TOWERPOINT WEALTH, LLC notice-filed in AZ, CO, WA. IAPD ↗
$561.3M RAUM · 5 reps · (916) 405-9140
ComplianceMarketing & brand
49
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC notice-filed in CA, VA. IAPD ↗
$6.18B RAUM · 31 reps · 317-975-5033
ComplianceMarketing & brand
49
PEAK PLANNING GROUP, LLC notice-filed in IL, MT, NE. IAPD ↗
$710.0M RAUM · 7 reps · 303-991-0056 · peakplan.com
ComplianceMarketing & brand
49
INNOVIA WEALTH, LLC notice-filed in NY, TN. IAPD ↗
$3.29B RAUM · 17 reps · 616-719-5007
ComplianceMarketing & brand
49
CAPITA FINANCIAL NETWORK, LLC notice-filed in GA, IL. IAPD ↗
$2.32B RAUM · 22 reps · 801-566-5058
ComplianceMarketing & brand
49
TRITON WEALTH MANAGEMENT, PLLC notice-filed in IL, MI, OR. IAPD ↗
$405.1M RAUM · 9 reps · (623) 209-0850 · tritonwealthmanagement.com
ComplianceMarketing & brand
49
TEAM HEWINS, LLC notice-filed in LA, NE. IAPD ↗
$3.97B RAUM · 21 reps · 650-620-3040 · teamhewins.com
ComplianceMarketing & brand
49
INDEPENDENCE SQUARE HOLDINGS, LLC notice-filed in RI, VT. IAPD ↗
$1.83B RAUM · 37 reps · 610-520-1500
ComplianceMarketing & brand
49
OPTIVISE ADVISORY SERVICES LLC notice-filed in KY, SC, VA. IAPD ↗
$287.9M RAUM · 22 reps · 855-378-1806
ComplianceMarketing & brand
49
EAGLEBROOK ADVISORS notice-filed in MT, RI, WA. IAPD ↗
$342.0M RAUM · 5 reps · 786-807-7374
ComplianceMarketing & brand
49
THE WEALTH ALLIANCE, LLC notice-filed in OH, TN. IAPD ↗
$2.10B RAUM · 13 reps · (631) 670-0682
ComplianceMarketing & brand
49
WEDMONT PRIVATE CAPITAL notice-filed in DE, NC. IAPD ↗
$3.44B RAUM · 11 reps · (610) 885-8200 · wedmont.com
ComplianceMarketing & brand
49
HIGHVIEW CAPITAL MANAGEMENT, LLC notice-filed in FL, TX, WI. IAPD ↗
$416.3M RAUM · 3 reps · 888-757-6610 · hv-cap.com
ComplianceMarketing & brand
49
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC notice-filed in DC, FL. IAPD ↗
$16.25B RAUM · 16 reps · 414.765.1980 · nisi.net
ComplianceMarketing & brand
49
ALTURA WEALTH ADVISORS INC. notice-filed in CO, NV, TX. IAPD ↗
$250.1M RAUM · 4 reps · 408-642-1322 · alturawealthadvisors.com
ComplianceMarketing & brand
49
FAIRWAY WEALTH MANAGEMENT LLC notice-filed in AZ, NE. IAPD ↗
$2.98B RAUM · 9 reps · 216-573-7200 · focusfinancialpartners.com
ComplianceMarketing & brand
49
VERIDIAN CAPITAL PARTNERS notice-filed in NH, NY, TN. IAPD ↗
$551.1M RAUM · 6 reps · (301) 228-9300 · vcpwealth.com
ComplianceMarketing & brand
49
PROSPERITAS FINANCIAL, LLC notice-filed in NC, OK, VA. IAPD ↗
$812.5M RAUM · 23 reps · 661-255-9555
ComplianceMarketing & brand
49
CERCANO MANAGEMENT LLC notice-filed in CA, TX. IAPD ↗
$10.63B RAUM · 28 reps · 425-371-7500 · cercanolp.com
ComplianceMarketing & brand
49
VALIDUS CAPITAL LLC notice-filed in CO, FL. IAPD ↗
$2.54B RAUM · 8 reps · (424) 499-1360 · validus-cap.com
ComplianceMarketing & brand
49
RIALTO WEALTH MANAGEMENT notice-filed in FL, NH, TX. IAPD ↗
$625.9M RAUM · 6 reps · 315-992-9129
ComplianceMarketing & brand
49
CRUSONIA WEALTH ADVISORS LLC notice-filed in NJ, WA. IAPD ↗
$1.18B RAUM · 14 reps · 303-810-6366 · advisorfind.com
ComplianceMarketing & brand
49
FISHER\SMB notice-filed in DE, VT. IAPD ↗
$6.85B RAUM · 4 reps · 888-674-4504
ComplianceMarketing & brand
49
QTR FAMILY WEALTH, LLC notice-filed in NE, NY, TX. IAPD ↗
$749.3M RAUM · 6 reps · 407-745-0715 · qtrfamily.com
ComplianceMarketing & brand
49
SPARTAN WEALTH MANAGEMENT notice-filed in IN, VA. IAPD ↗
$1.48B RAUM · 19 reps · 248-297-6600 · spartanwealth.com
ComplianceMarketing & brand
49
EVOLVE PRIVATE WEALTH, LLC notice-filed in NJ, PA. IAPD ↗
$2.15B RAUM · 10 reps · (424) 500-4601 · evolvepw.com
ComplianceMarketing & brand
49
RBS WEALTH MANAGEMENT notice-filed in CA, FL, IN. IAPD ↗
$322.3M RAUM · 2 reps · 6167278484 · rbswealthmgt.com
ComplianceMarketing & brand
49
ODYSSEY GROUP WEALTH ADVISORS notice-filed in MD, NY, TX. IAPD ↗
$420.9M RAUM · 3 reps · 717-553-4722
ComplianceMarketing & brand
49
KTF INVESTMENTS, LLC notice-filed in NV, PA, TX. IAPD ↗
$700.2M RAUM · 4 reps · 513-618-4498 · ktfinvestments.com
ComplianceMarketing & brand
49
ALESCO ADVISORS, LLC, AN ESL COMPANY notice-filed in IL, MD. IAPD ↗
$5.61B RAUM · 13 reps · 585-586-0970
ComplianceMarketing & brand
49
VERTRIX WEALTH MANAGEMENT, LLC notice-filed in CA, FL, OH. IAPD ↗
$343.2M RAUM · 7 reps · (248) 602 0555 · vertrixwm.com
ComplianceMarketing & brand
48
ATCAP PARTNERS, LLC notice-filed in CA, DC, IN, WI. IAPD ↗
$62.8M RAUM · 20 reps · 866-842-3356
ComplianceMarketing & brand
48
EVERSPIRE notice-filed in IL, NE, NH, OR. IAPD ↗
$247.7M RAUM · 15 reps · 801-545-8706 · synchronywealth.com
ComplianceMarketing & brand
48
BRIGHTPLAN LLC notice-filed in AK, PR, SD, WY. IAPD ↗
$0 RAUM · 9 reps · 408-933-6188 · brightplan.com
ComplianceMarketing & brand
48
MAINSTREAM CAPITAL MANAGEMENT notice-filed in MD, ME, NV, VT. IAPD ↗
$224.0M RAUM · 2 reps · 213-365-6773 · mainstreamcapital.com
ComplianceMarketing & brand
48
MAUNEY-PITT FINANCIAL MANAGEMENT, INC. notice-filed in FL, OK, SC, TN. IAPD ↗
$0 RAUM · 2 reps · (704) 481-0101 · mauney-pitt.com
ComplianceMarketing & brand
47
ASSOCIATED INVESTMENT SERVICES, INC. notice-filed in NC. IAPD ↗
$1.17B RAUM · 27 reps · 800-595-7722 · associatedbank.com
ComplianceMarketing & brand
47
MARQUETTE ASSOCIATES, INC. notice-filed in CA. IAPD ↗
$47.06B RAUM · 64 reps · 312-527-5500
ComplianceMarketing & brand
47
GOELZER INVESTMENT MANAGEMENT notice-filed in NH. IAPD ↗
$4.51B RAUM · 22 reps · 317-264-2600
ComplianceMarketing & brand
47
HOLLENCREST CAPITAL MANAGEMENT notice-filed in TN. IAPD ↗
$2.87B RAUM · 19 reps · 949-737-7700
ComplianceMarketing & brand
47
HENSSLER FINANCIAL notice-filed in OR. IAPD ↗
$3.81B RAUM · 36 reps · 770-429-9166
ComplianceMarketing & brand
47
NPF INVESTMENT ADVISORS notice-filed in UT. IAPD ↗
$2.69B RAUM · 13 reps · 616-459-3421 · norrisperne.com
ComplianceMarketing & brand
47
SAFFORD NICHOLAS H & CO INC notice-filed in IL. IAPD ↗
$1.80B RAUM · 4 reps · 978-546-2462
ComplianceMarketing & brand
47
CONDOR CAPITAL WEALTH MANAGEMENT notice-filed in WA. IAPD ↗
$2.18B RAUM · 17 reps · 732-356-7323
ComplianceMarketing & brand
47
TFC FINANCIAL MANAGEMENT INC notice-filed in CO. IAPD ↗
$1.78B RAUM · 12 reps · 617-210-6700 · tfcfinancial.com
ComplianceMarketing & brand
47
D.F. DENT AND COMPANY, INC. notice-filed in DE. IAPD ↗
$7.88B RAUM · 16 reps · 410-837-2544 · dfdent.com
ComplianceMarketing & brand
47
PROFFITT & GOODSON INC. notice-filed in NC, VA. IAPD ↗
$797.7M RAUM · 6 reps · 865-584-1850 · proffittgoodson.com
ComplianceMarketing & brand
47
JENSEN INVESTMENT MANAGEMENT INC. notice-filed in FL. IAPD ↗
$6.48B RAUM · 14 reps · 503-726-4384
ComplianceMarketing & brand
47
BALDWIN WEALTH PARTNERS, LLC notice-filed in OH. IAPD ↗
$2.33B RAUM · 14 reps · (508) 748-0800 · baldwinbrothersinc.com
ComplianceMarketing & brand
47
JOHN G. ULLMAN & ASSOCIATES, INC notice-filed in IN. IAPD ↗
$1.51B RAUM · 30 reps · 607-936-3785
ComplianceMarketing & brand
47
PROVISE MANAGEMENT GROUP, LLC notice-filed in TN. IAPD ↗
$2.03B RAUM · 16 reps · [727] 441-9022
ComplianceMarketing & brand
47
POTOMAC notice-filed in PA. IAPD ↗
$3.28B RAUM · 27 reps · (301) 901-3466
ComplianceMarketing & brand
47
SCHARF INVESTMENTS, LLC notice-filed in DC. IAPD ↗
$4.21B RAUM · 15 reps · 831-429-6513 · scharfinvestments.com
ComplianceMarketing & brand
47
HENRY H. ARMSTRONG ASSOCIATES, INC. notice-filed in MA. IAPD ↗
$1.23B RAUM · 3 reps · 412-471-1551 · henryarmstrong.com
ComplianceMarketing & brand
47
HALBERT HARGROVE notice-filed in IN. IAPD ↗
$4.20B RAUM · 36 reps · 562-435-5657
ComplianceMarketing & brand
47
TRUEPOINT, INC. notice-filed in MN. IAPD ↗
$6.39B RAUM · 37 reps · 513-792-6648 · truepointwealth.com
ComplianceMarketing & brand
47
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS notice-filed in WY. IAPD ↗
$33.88B RAUM · 104 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
ComplianceMarketing & brand
47
WELLINGTON CONSULTING SERVICES INC notice-filed in MS. IAPD ↗
$1.69B RAUM · 9 reps · 877-836-1993 · wellington401k.com
ComplianceMarketing & brand
47
GARDNER RUSSO & QUINN LLC notice-filed in CO. IAPD ↗
$9.45B RAUM · 8 reps · 717.299.1385
ComplianceMarketing & brand
47
CAMPBELL CAPITAL MANAGEMENT INC notice-filed in AZ, IL. IAPD ↗
$303.3M RAUM · 1 reps · 305-670-3140 · camcap.com
ComplianceMarketing & brand
47
AVANTAX PLANNING PARTNERS, INC. notice-filed in VI. IAPD ↗
$7.57B RAUM · 200 reps · 563-582-2855 · avantax.com
ComplianceMarketing & brand
47
PARSONS CAPITAL MANAGEMENT INC notice-filed in GA. IAPD ↗
$2.38B RAUM · 12 reps · 401-521-2440 · parsonscapital.com
ComplianceMarketing & brand
47
INGHAM RETIREMENT GROUP notice-filed in SC. IAPD ↗
$2.62B RAUM · 10 reps · 305-671-2200 · ingham.com
ComplianceMarketing & brand
47
PLANCORP, LLC notice-filed in NV. IAPD ↗
$8.40B RAUM · 43 reps · (636) 532-7824
ComplianceMarketing & brand
47
PINNACLE ADVISORS notice-filed in KS. IAPD ↗
$2.14B RAUM · 19 reps · 419-526-5226 · pinnacleadvisors.com
ComplianceMarketing & brand
47
STERLING CAPITAL MANAGEMENT INC notice-filed in CA, NH. IAPD ↗
$296.9M RAUM · 3 reps · 262-970-9700
ComplianceMarketing & brand
47
EVERETT HARRIS & CO notice-filed in SC. IAPD ↗
$11.53B RAUM · 13 reps · 213-625-2677 · everettharris.com
ComplianceMarketing & brand
47
PEAK ASSET MANAGEMENT, LLC notice-filed in OR. IAPD ↗
$1.01B RAUM · 14 reps · 303-926-0100
ComplianceMarketing & brand
47
PROVIDENT INVESTMENT MANAGEMENT, INC. notice-filed in AZ. IAPD ↗
$1.13B RAUM · 6 reps · 248-380-1700 · investprovident.com
ComplianceMarketing & brand
47
CHECK CAPITAL MANAGEMENT INC notice-filed in MD. IAPD ↗
$2.37B RAUM · 9 reps · 714-641-3579
ComplianceMarketing & brand
47
FOSTER GROUP, INC. notice-filed in NC. IAPD ↗
$4.78B RAUM · 45 reps · 515-226-9000
ComplianceMarketing & brand
47
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP notice-filed in HI. IAPD ↗
$12.84B RAUM · 13 reps · 617-523-6531
ComplianceMarketing & brand
47
MEYER HANDELMAN COMPANY LLC notice-filed in NE. IAPD ↗
$3.24B RAUM · 8 reps · 914-939-4060
ComplianceMarketing & brand
47
J.M. FORBES & CO. LLP notice-filed in OR. IAPD ↗
$1.67B RAUM · 5 reps · 617-423-5705
ComplianceMarketing & brand
47
STEGNER INVESTMENT ASSOCIATES INC notice-filed in SC. IAPD ↗
$2.77B RAUM · 5 reps · 502-895-0122
ComplianceMarketing & brand
47
ASSET CONSULTING GROUP, LLC notice-filed in IL. IAPD ↗
$1.10B RAUM · 32 reps · 314-862-4848 · guggenheimpartners.com
ComplianceMarketing & brand
47
SOUTHEAST ASSET ADVISORS, LLC notice-filed in LA. IAPD ↗
$4.20B RAUM · 6 reps · 229-226-8839 · assetadvisor.com
ComplianceMarketing & brand
47
BRANSON FOWLKES & CO INC notice-filed in CO, FL. IAPD ↗
$439.4M RAUM · 7 reps · 713-780-0606 · bransonfowlkes.com
ComplianceMarketing & brand
47
SMITH AFFILIATED CAPITAL CORP. notice-filed in NH. IAPD ↗
$1.68B RAUM · 8 reps · 212-644-9440 · smithcapital.com
ComplianceMarketing & brand
47
KLCM ADVISORS, INC. notice-filed in GA. IAPD ↗
$1.88B RAUM · 5 reps · 414-765-1234
ComplianceMarketing & brand
47
LEAVELL INVESTMENT MANAGEMENT, INC. notice-filed in CO. IAPD ↗
$3.40B RAUM · 24 reps · 251-433-3709 · leavellinvestments.com
ComplianceMarketing & brand
47
PARK PLACE CAPITAL CORPORATION notice-filed in AR, OK. IAPD ↗
$879.2M RAUM · 7 reps · 800-459-9084 · nashcap.com
ComplianceMarketing & brand
47
ABACUS PLANNING GROUP, INC. notice-filed in NY. IAPD ↗
$2.16B RAUM · 5 reps · 803-933-0054
ComplianceMarketing & brand
47
STEPP & ROTHWELL INC notice-filed in MD. IAPD ↗
$1.06B RAUM · 10 reps · 913-345-4800
ComplianceMarketing & brand
47
BOURGEON CAPITAL MANAGEMENT LLC notice-filed in LA. IAPD ↗
$1.07B RAUM · 3 reps · 203-280-1170 · bourgeoncapital.com
ComplianceMarketing & brand
47
J. L. BAINBRIDGE & CO., INC. notice-filed in AL. IAPD ↗
$1.37B RAUM · 6 reps · 941-365-3435
ComplianceMarketing & brand
47
FAIRVIEW CAPITAL notice-filed in OR. IAPD ↗
$2.03B RAUM · 8 reps · 415-464-4640 · fairviewcap.com
ComplianceMarketing & brand
47
AVISO WEALTH MANAGEMENT notice-filed in CO, MT. IAPD ↗
$621.3M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
ComplianceMarketing & brand
47
DEARBORN PARTNERS L.L.C. notice-filed in MA. IAPD ↗
$2.74B RAUM · 13 reps · 312-795-1000 · dearbornpartners.com
ComplianceMarketing & brand
47
WOODARD & CO ASSET MANAGEMENT GROUP INC notice-filed in AK. IAPD ↗
$1.17B RAUM · 5 reps · 336-998-7000
ComplianceMarketing & brand
47
MILLER INVESTMENT MANAGEMENT, LP notice-filed in NV. IAPD ↗
$7.10B RAUM · 7 reps · 610-834-9820 · millerinv.com
ComplianceMarketing & brand
47
GCM GROSVENOR L.P. notice-filed in AL. IAPD ↗
$95.49B RAUM · 166 reps · 312-506-6500
ComplianceMarketing & brand
47
DOUGLASS WINTHROP ADVISORS LLC notice-filed in NM. IAPD ↗
$6.46B RAUM · 18 reps · 212-557-7680 · douglasswinthrop.com
ComplianceMarketing & brand
47
SEABRIDGE INVESTMENT ADVISORS LLC notice-filed in NC, NH. IAPD ↗
$771.2M RAUM · 11 reps · 908-273-5085
ComplianceMarketing & brand
47
ASSEMBLY WEALTH notice-filed in NE, NJ. IAPD ↗
$336.7M RAUM · 4 reps · 415-541-7774
ComplianceMarketing & brand
47
PORTLAND GLOBAL ADVISORS LLC notice-filed in IL. IAPD ↗
$1.17B RAUM · 11 reps · 207-773-2773 · portlandglobal.com
ComplianceMarketing & brand
47
COMMUNITY CAPITAL MANAGEMENT, LLC notice-filed in NC. IAPD ↗
$7.00B RAUM · 14 reps · 877-272-1977
ComplianceMarketing & brand
47
OSTERWEIS CAPITAL MANAGEMENT notice-filed in WA. IAPD ↗
$7.50B RAUM · 14 reps · 415-434-4441 · osterweis.com
ComplianceMarketing & brand
47
KCM INVESTMENT ADVISORS notice-filed in IL. IAPD ↗
$6.02B RAUM · 9 reps · 415-461-7788 · kcmadvisors.com
ComplianceMarketing & brand
47
ADVANCED CAPITAL GROUP notice-filed in CO. IAPD ↗
$29.99B RAUM · 11 reps · 612-230-3000
ComplianceMarketing & brand
47
BBR PARTNERS, LLC notice-filed in MI. IAPD ↗
$36.49B RAUM · 53 reps · 212-313-9870 · bbrpartners.com
ComplianceMarketing & brand
47
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT notice-filed in NH. IAPD ↗
$3.21B RAUM · 4 reps · 305-448-8882 · evensky.com
ComplianceMarketing & brand
47
AZA CAPITAL MANAGEMENT notice-filed in AZ, LA. IAPD ↗
$339.6M RAUM · 7 reps · 312-429-0880
ComplianceMarketing & brand
47
BEAM WEALTH ADVISORS, INC. notice-filed in MN. IAPD ↗
$1.60B RAUM · 27 reps · 985-893-1440 · beamwealth.com
ComplianceMarketing & brand
47
CAHILL FINANCIAL ADVISORS, INC. notice-filed in NC. IAPD ↗
$1.77B RAUM · 12 reps · 952-926-1659
ComplianceMarketing & brand
47
RETIREMENT INCOME SOLUTIONS, INC. notice-filed in NH. IAPD ↗
$2.97B RAUM · 13 reps · 734-769-7727
ComplianceMarketing & brand
47
FMP WEALTH ADVISERS notice-filed in MS. IAPD ↗
$1.34B RAUM · 12 reps · 512-329-5174 · fmprofessionals.com
ComplianceMarketing & brand
47
ZWJ INVESTMENT COUNSEL INC notice-filed in MN. IAPD ↗
$4.23B RAUM · 12 reps · 404-873-2211 · zwjic.com
ComplianceMarketing & brand
47
PEAK FINANCIAL MANAGEMENT INC notice-filed in CT, RI. IAPD ↗
$534.4M RAUM · 7 reps · (781) 487-9500 · peak-financial.com
ComplianceMarketing & brand
47
NEPC, LLC notice-filed in CO. IAPD ↗
$152.72B RAUM · 132 reps · 617-374-1300
ComplianceMarketing & brand
47
BUCKHEAD CAPITAL MANAGEMENT, LLC notice-filed in MN. IAPD ↗
$5.76B RAUM · 12 reps · 404-720-8800 · buckheadcapital.com
ComplianceMarketing & brand
47
ADVANCE CAPITAL MANAGEMENT INC notice-filed in ID. IAPD ↗
$4.98B RAUM · 29 reps · 248-350-8543 · acadviser.com
ComplianceMarketing & brand
47
PETERSEN HASTINGS WEALTH ADVISORS, INC. notice-filed in CO. IAPD ↗
$1.58B RAUM · 16 reps · 509-735-0484 · petersenhastings.com
ComplianceMarketing & brand
47
NTV ASSET MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$1.16B RAUM · 5 reps · 304-353-9090 · ntvam.com
ComplianceMarketing & brand
47
ARBOR INVESTMENT ADVISORS notice-filed in CO. IAPD ↗
$1.29B RAUM · 4 reps · 336-777-1677 · arborinvest.com
ComplianceMarketing & brand
47
IRON GATE GLOBAL ADVISORS notice-filed in NE. IAPD ↗
$1.32B RAUM · 7 reps · 888-591-0334
ComplianceMarketing & brand
47
STONEBRIDGE CAPITAL ADVISORS LLC notice-filed in CT. IAPD ↗
$2.52B RAUM · 13 reps · 651-251-1000 · stonebridgecap.com
ComplianceMarketing & brand
47
LYNX INVESTMENT ADVISORY, LLC notice-filed in MA. IAPD ↗
$1.11B RAUM · 0 reps · 202-833-3700
ComplianceMarketing & brand
47
MORLING FINANCIAL ADVISORS, LLC notice-filed in NY. IAPD ↗
$1.05B RAUM · 17 reps · 844-667-5464
ComplianceMarketing & brand
47
ARGENT ADVISORS, INC. notice-filed in NE. IAPD ↗
$1.71B RAUM · 12 reps · 318-251-5800 · ruston.argentadvisors.com
ComplianceMarketing & brand
47
PLANTE MORAN FINANCIAL ADVISORS notice-filed in UT. IAPD ↗
$25.12B RAUM · 146 reps · 248-352-2500
ComplianceMarketing & brand
47
HERITAGE INVESTMENT GROUP, INC. notice-filed in AZ. IAPD ↗
$2.23B RAUM · 12 reps · 954-785-5400 · heritageinvestment.com
ComplianceMarketing & brand
47
HUNTLEIGH ADVISORS, INC. notice-filed in SD, UT. IAPD ↗
$781.8M RAUM · 55 reps · 314-236-2400 · huntleighadvisors.com
ComplianceMarketing & brand
47
COOKE & BIELER, L.P. notice-filed in OH. IAPD ↗
$10.56B RAUM · 14 reps · 215-246-2030
ComplianceMarketing & brand
47
CALLAHAN ADVISORS, LLC notice-filed in IL. IAPD ↗
$1.33B RAUM · 6 reps · 713-572-3366
ComplianceMarketing & brand
47
ELEMENT WEALTH, LLC notice-filed in GA, NJ. IAPD ↗
$743.7M RAUM · 9 reps · 601-957-6006 · myelementwealth.com
ComplianceMarketing & brand
47
GREENWOOD CAPITAL ASSOCIATES, LLC notice-filed in WA. IAPD ↗
$1.77B RAUM · 14 reps · 864-941-4049
ComplianceMarketing & brand
47
HENDERSHOT INVESTMENTS, INC. notice-filed in OR. IAPD ↗
$1.07B RAUM · 4 reps · 703-361-6130 · hendershotinvestments.com
ComplianceMarketing & brand
47
CLARITY ASSET MANAGEMENT, INC. notice-filed in AZ, MN. IAPD ↗
$257.4M RAUM · 4 reps · 515-233-3152 · investmentclarity.com
ComplianceMarketing & brand
47
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$1.84B RAUM · 13 reps · 315-671-0588
ComplianceMarketing & brand
47
KEY FINANCIAL, INC. notice-filed in AZ. IAPD ↗
$2.84B RAUM · 10 reps · 610-429-9050 · keyfinancialinc.com
ComplianceMarketing & brand
47
FOUNDATION RESOURCE MANAGEMENT, INC. notice-filed in CO. IAPD ↗
$1.14B RAUM · 6 reps · 501-534-2675
ComplianceMarketing & brand
47
FINANCIAL SECURITY MANAGEMENT, INC notice-filed in MA, MN. IAPD ↗
$611.5M RAUM · 7 reps · 303-988-1411 · fsm-inc.com
ComplianceMarketing & brand
47
SYNERGY ASSET MANAGEMENT, LLC notice-filed in AL. IAPD ↗
$1.30B RAUM · 10 reps · 206-386-5455 · samadvisortech.com
ComplianceMarketing & brand
47
OVERBROOK MANAGEMENT CORPORATION notice-filed in DC. IAPD ↗
$1.12B RAUM · 7 reps · 212-661-8710
ComplianceMarketing & brand
47
DETALUS ADVISORS, LLC notice-filed in MI. IAPD ↗
$2.22B RAUM · 10 reps · 314-997-3191 · detalus.com
ComplianceMarketing & brand
47
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. notice-filed in IA. IAPD ↗
$2.03B RAUM · 18 reps · (952) 224-4350
ComplianceMarketing & brand
47
WATERFORD ADVISORS, LLC notice-filed in CA, MD. IAPD ↗
$399.1M RAUM · 7 reps · 716-580-3906 · waterfordadv.com
ComplianceMarketing & brand
47
CHARTER OAK CAPITAL MANAGEMENT notice-filed in VT. IAPD ↗
$1.57B RAUM · 13 reps · 800-646-5720
ComplianceMarketing & brand
47
ACROPOLIS INVESTMENT MANAGEMENT notice-filed in MI. IAPD ↗
$2.61B RAUM · 38 reps · 888-882-0072 · acropolisinvestment.biz
ComplianceMarketing & brand
47
LIGHTHOUSE FINANCIAL ADVISORS, INC. notice-filed in NC. IAPD ↗
$1.11B RAUM · 7 reps · (732) 747-6680 · lfadvisors.com
ComplianceMarketing & brand
47
JOURNEY FINANCIAL GROUP, INC. notice-filed in NC, TN. IAPD ↗
$336.5M RAUM · 6 reps · 847-229-9191 · jfgplan.com
ComplianceMarketing & brand
47
ALLEN INVESTMENT MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$16.91B RAUM · 12 reps · 212-832-8000
ComplianceMarketing & brand
47
IRA GROUP, INC. notice-filed in OH. IAPD ↗
$15.42B RAUM · 18 reps · 404-760-3730
ComplianceMarketing & brand
47
AVIDIAN WEALTH SOLUTIONS notice-filed in CT. IAPD ↗
$4.76B RAUM · 36 reps · 281-822-8800 · avidianwealth.com
ComplianceMarketing & brand
47
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP notice-filed in CO. IAPD ↗
$3.31B RAUM · 22 reps · 412-697-5200
ComplianceMarketing & brand
47
DEAN FINANCIAL SERVICES notice-filed in MI, TX. IAPD ↗
$382.0M RAUM · 5 reps · 937-222-9531 · chdean.com
ComplianceMarketing & brand
47
SANDHILL INVESTMENT MANAGEMENT notice-filed in MS. IAPD ↗
$2.40B RAUM · 14 reps · 716-852-0279
ComplianceMarketing & brand
47
GOODWIN INVESTMENT ADVISORY notice-filed in AL, TN. IAPD ↗
$397.0M RAUM · 6 reps · 678-741-2370
ComplianceMarketing & brand
47
J. SAFRA ASSET MANAGEMENT CORPORATION notice-filed in CO. IAPD ↗
$6.26B RAUM · 13 reps · 212-704-5553
ComplianceMarketing & brand
47
PHILLIPS FINANCIAL notice-filed in MA. IAPD ↗
$2.64B RAUM · 14 reps · 260-420-7732
ComplianceMarketing & brand
47
SALEM PARTNERS WEALTH MANAGEMENT, LLC notice-filed in MA. IAPD ↗
$1.50B RAUM · 3 reps · 310-806-4200 · salempartners.com
ComplianceMarketing & brand
47
ELITE WEALTH MANAGEMENT, INC. notice-filed in FL, NE. IAPD ↗
$861.3M RAUM · 3 reps · 425-828-4300 · elitewm.com
ComplianceMarketing & brand
47
BASSO CAPITAL MANAGEMENT, L.P. notice-filed in FL. IAPD ↗
$2.56B RAUM · 6 reps · 203 352-6100 · bassocap.com
ComplianceMarketing & brand
47
1919 INVESTMENT COUNSEL, LLC notice-filed in PR. IAPD ↗
$26.04B RAUM · 52 reps · 410-454-2171 · 1919ic.com
ComplianceMarketing & brand
47
PRIVATE WEALTH PARTNERS, LLC notice-filed in OR. IAPD ↗
$1.92B RAUM · 6 reps · 415-461-3850 · pwpart.com
ComplianceMarketing & brand
47
RIVER ROAD ASSET MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$9.85B RAUM · 22 reps · 502-371-4100 · riverroadam.com
ComplianceMarketing & brand
47
STRATHMORE CAPITAL ADVISORS notice-filed in CA, FL. IAPD ↗
$805.0M RAUM · 11 reps · 704-364-4241
ComplianceMarketing & brand
47
GENERATIONAL WEALTH ADVISORS notice-filed in AZ, NE. IAPD ↗
$568.8M RAUM · 11 reps · 972-378-1795 · generationalwealthadv.com
ComplianceMarketing & brand
47
MCKINLEY CARTER WEALTH SERVICES, INC. notice-filed in CO. IAPD ↗
$2.31B RAUM · 27 reps · 304-230-2400 · mckinleycarter.com
ComplianceMarketing & brand
47
PALISADE ASSET MANAGEMENT, LLC notice-filed in VA. IAPD ↗
$1.27B RAUM · 5 reps · 612-455-2900
ComplianceMarketing & brand
47
ZUCKERMAN INVESTMENT GROUP notice-filed in NJ. IAPD ↗
$2.17B RAUM · 6 reps · 312-948-8000
ComplianceMarketing & brand
47
MV CAPITAL MANAGEMENT, INC. notice-filed in SC. IAPD ↗
$1.44B RAUM · 8 reps · 301-656-6545
ComplianceMarketing & brand
47
TURTLE CREEK TRUST notice-filed in NY. IAPD ↗
$4.28B RAUM · 6 reps · 214.468.0100 · turtlecreekdallas.com
ComplianceMarketing & brand
47
MORTON WEALTH notice-filed in VA. IAPD ↗
$3.47B RAUM · 25 reps · 818-222-4727
ComplianceMarketing & brand
47
WEALTHQUEST CORPORATION notice-filed in WA. IAPD ↗
$2.22B RAUM · 16 reps · 513-530-9700 · wqcorp.com
ComplianceMarketing & brand
47
ARISTA WEALTH MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$1.20B RAUM · 9 reps · 702-309-9970
ComplianceMarketing & brand
47
KEATING FINANCIAL ADVISORY SERVICES notice-filed in NJ. IAPD ↗
$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com
ComplianceMarketing & brand
47
GUARDIAN WEALTH ADVISORS, LLC notice-filed in FL, IL. IAPD ↗
$300.2M RAUM · 4 reps · 952-746-3211
ComplianceMarketing & brand
47
COMPOSITION WEALTH, LLC notice-filed in TN. IAPD ↗
$9.47B RAUM · 63 reps · (310) 246-1243 · composition.com
ComplianceMarketing & brand
47
CLINTON INVESTMENT MANAGEMENT, LLC notice-filed in DC. IAPD ↗
$3.91B RAUM · 11 reps · (203) 276-6246 · clintoninvestment.com
ComplianceMarketing & brand
47
ARGOS WEALTH ADVISORS LLC notice-filed in NV. IAPD ↗
$1.04B RAUM · 10 reps · 707-633-9063 · argoswealth.com
ComplianceMarketing & brand
47
YCG, LLC notice-filed in UT. IAPD ↗
$1.54B RAUM · 4 reps · 512-505-2347
ComplianceMarketing & brand
47
KEY GROUP MANAGEMENT, INC. notice-filed in DE, PA. IAPD ↗
$303.8M RAUM · 5 reps · 480-477-5252 · keygroupwealth.com
ComplianceMarketing & brand
47
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. notice-filed in IN, PA. IAPD ↗
$351.1M RAUM · 9 reps · 877-429-4690 · fcmadvisors.net
ComplianceMarketing & brand
47
NEW FRONTIER ADVISORS, LLC notice-filed in NY. IAPD ↗
$3.99B RAUM · 4 reps · (617) 482-1433 · frontieradvisor.com
ComplianceMarketing & brand
47
GAME PLAN FINANCIAL ADVISORS, LLC notice-filed in AZ, TN. IAPD ↗
$254.7M RAUM · 2 reps · 440-209-6480 · gameplanfa.com
ComplianceMarketing & brand
47
NIXON CAPITAL LLC notice-filed in CO, NV. IAPD ↗
$389.9M RAUM · 2 reps · 512.354.2491 · nixoncapital.com
ComplianceMarketing & brand
47
ROSEMAN WAGNER WEALTH MANAGEMENT notice-filed in CO. IAPD ↗
$1.54B RAUM · 6 reps · (916) 652-1525 · rosemanwagner.com
ComplianceMarketing & brand
47
EVERCORE WEALTH MANAGEMENT, LLC notice-filed in UT. IAPD ↗
$15.52B RAUM · 68 reps · 212-822-7620
ComplianceMarketing & brand
47
KRILOGY notice-filed in KY. IAPD ↗
$5.20B RAUM · 65 reps · 314-884-2800
ComplianceMarketing & brand
47
BIENVILLE CAPITAL MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$4.45B RAUM · 13 reps · (212) 226-7348 · bienvillecapital.com
ComplianceMarketing & brand
47
CARNEGIE INVESTMENT COUNSEL notice-filed in UT. IAPD ↗
$7.51B RAUM · 39 reps · 216-367-4114
ComplianceMarketing & brand
47
RIA ADVISORS notice-filed in NH. IAPD ↗
$1.84B RAUM · 16 reps · 281-501-1791
ComplianceMarketing & brand
47
ARTEMIS WEALTH ADVISORS, LLC notice-filed in FL. IAPD ↗
$1.91B RAUM · 5 reps · 212-838-9000 · artemiswa.com
ComplianceMarketing & brand
47
DYNAMIC notice-filed in WV. IAPD ↗
$5.64B RAUM · 65 reps · (877) 257-3840 · swensonhugheswealth.com
ComplianceMarketing & brand
47
QUADCAP WEALTH MANAGEMENT, LLC notice-filed in MA. IAPD ↗
$1.34B RAUM · 18 reps · 972-818-2400 · quadcapwm.com
ComplianceMarketing & brand
47
ARMBRUSTER CAPITAL MANAGEMENT, INC. notice-filed in MA. IAPD ↗
$1.06B RAUM · 7 reps · 585-381-4180 · acm401k.com
ComplianceMarketing & brand
47
FINANCIAL ADVISORS NETWORK, INC. notice-filed in UT. IAPD ↗
$1.11B RAUM · 12 reps · 714-597-6510
ComplianceMarketing & brand
47
BALENTINE notice-filed in NE. IAPD ↗
$5.54B RAUM · 25 reps · (404) 537-4800 · balentine.com
ComplianceMarketing & brand
47
NORTHWEST WEALTH MANAGEMENT, LLC notice-filed in VA. IAPD ↗
$1.03B RAUM · 14 reps · 877-207-0994
ComplianceMarketing & brand
47
MOSS, LUSE & WOMBLE, LLC notice-filed in VA, WA. IAPD ↗
$803.2M RAUM · 21 reps · 972-674-2584
ComplianceMarketing & brand
47
INDEPENDENCE ASSET ADVISORS, LLC notice-filed in FL. IAPD ↗
$2.19B RAUM · 5 reps · 484-433-0848
ComplianceMarketing & brand
47
ELWOOD & GOETZ notice-filed in KS. IAPD ↗
$1.07B RAUM · 26 reps · 706-548-1025
ComplianceMarketing & brand
47
AP WEALTH MANAGEMENT notice-filed in FL, NH. IAPD ↗
$339.6M RAUM · 5 reps · 706-364-4281
ComplianceMarketing & brand
47
COPPELL ADVISORY SOLUTIONS LLC notice-filed in AK. IAPD ↗
$1.10B RAUM · 77 reps · 817-888-8020 · fusioncm.com
ComplianceMarketing & brand
47
PERMCAP INVESTMENT OFFICE notice-filed in CA. IAPD ↗
$4.02B RAUM · 6 reps · 843 882 7950
ComplianceMarketing & brand
47
ADVISORY ALPHA, LLC notice-filed in HI. IAPD ↗
$4.37B RAUM · 61 reps · 866-530-1400 · advisoryalpha.com
ComplianceMarketing & brand
47
WITHUM WEALTH MANAGEMENT notice-filed in AZ. IAPD ↗
$2.34B RAUM · 11 reps · 732-450-0147 · withumwealth.com
ComplianceMarketing & brand
47
WESTMOUNT PARTNERS, LLC notice-filed in NC. IAPD ↗
$6.52B RAUM · 18 reps · 310-556-2502 · westmount.com
ComplianceMarketing & brand
47
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. notice-filed in TX. IAPD ↗
$2.30B RAUM · 25 reps · 305-482-8000 · efginternational.com
ComplianceMarketing & brand
47
MICHAUD CAPITAL MANAGEMENT LLC notice-filed in MA. IAPD ↗
$2.44B RAUM · 6 reps · 303-962-5345 · michaudcapital.com
ComplianceMarketing & brand
47
VIVALDI CAPITAL MANAGEMENT LP notice-filed in AR. IAPD ↗
$5.64B RAUM · 27 reps · 312.248.8300
ComplianceMarketing & brand
47
ADVISOR RESOURCE COUNCIL notice-filed in DE. IAPD ↗
$3.49B RAUM · 70 reps · (972) 421-1360
ComplianceMarketing & brand
47
ARCHFORD CAPITAL STRATEGIES, LLC notice-filed in NY. IAPD ↗
$1.49B RAUM · 16 reps · 618-416-7085
ComplianceMarketing & brand
47
MURPHY & SYLVEST notice-filed in CA, OR. IAPD ↗
$425.7M RAUM · 7 reps · (214) 373-8362
ComplianceMarketing & brand
47
INSPIRION WEALTH ADVISORS, LLC notice-filed in WA. IAPD ↗
$1.39B RAUM · 9 reps · 847-918-9100 · inspirionwealth.com
ComplianceMarketing & brand
47
THE PORTFOLIO STRATEGY GROUP, LLC notice-filed in DC. IAPD ↗
$2.62B RAUM · 9 reps · 914-288-4900 · psgwealth.com
ComplianceMarketing & brand
47
CEDAR WEALTH MANAGEMENT notice-filed in KY, SC. IAPD ↗
$417.2M RAUM · 3 reps · (415) 230-2757
ComplianceMarketing & brand
47
FI3 FINANCIAL ADVISORS, LLC notice-filed in NV. IAPD ↗
$1.14B RAUM · 21 reps · 317-426-8800 · twitter@fi3advisors.com
ComplianceMarketing & brand
47
ORGEL WEALTH MANAGEMENT, LLC notice-filed in WV. IAPD ↗
$9.55B RAUM · 31 reps · 715-835-6525
ComplianceMarketing & brand
47
STERLING RETIREMENT GROUP OF SACRAMENTO notice-filed in NV, OR. IAPD ↗
$253.0M RAUM · 4 reps · 916-724-1702
ComplianceMarketing & brand
47
THRIVE WEALTH MANAGEMENT, LLC notice-filed in DC. IAPD ↗
$1.58B RAUM · 11 reps · 215-376-5530
ComplianceMarketing & brand
47
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT notice-filed in NC. IAPD ↗
$1.02B RAUM · 6 reps · 616-942-1580 · lafleurgodfrey.com
ComplianceMarketing & brand
47
IRONVINE CAPITAL PARTNERS, LLC notice-filed in FL. IAPD ↗
$1.14B RAUM · 5 reps · 402-916-1702 · ironvinecapital.com
ComplianceMarketing & brand
47
VIRTUS ADVISERS, LLC notice-filed in SD. IAPD ↗
$1.42B RAUM · 7 reps · 800-248-7971 · corporate.virtus.com
ComplianceMarketing & brand
47
SHEPHERD FINANCIAL PARTNERS, LLC notice-filed in CT. IAPD ↗
$1.38B RAUM · 7 reps · (781) 756-1804
ComplianceMarketing & brand
47
VENTURI PRIVATE WEALTH notice-filed in NY. IAPD ↗
$3.58B RAUM · 19 reps · (512) 220-2035
ComplianceMarketing & brand
47
ENHANCED CAPITAL PARTNERS, LLC notice-filed in CO, OH. IAPD ↗
$785.9M RAUM · 12 reps · 504-569-7900
ComplianceMarketing & brand
47
RICE FINANCIAL CONSULTING, INC. notice-filed in AZ, NV. IAPD ↗
$287.2M RAUM · 5 reps · (408) 354-3400 · ricefc.com
ComplianceMarketing & brand
47
CLEAR CREEK FINANCIAL MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$1.86B RAUM · 48 reps · (360) 308-8239 · jackthomasfinancial.com
ComplianceMarketing & brand
47
ONE WEALTH ADVISORS, LLC notice-filed in WI. IAPD ↗
$1.25B RAUM · 11 reps · (415) 729-1770 · onewealth.net
ComplianceMarketing & brand
47
TWELVE POINTS WEALTH MANAGEMENT notice-filed in NC. IAPD ↗
$2.24B RAUM · 13 reps · 978-318-9500
ComplianceMarketing & brand
47
DESTINY WEALTH PARTNERS, LLC notice-filed in KY. IAPD ↗
$1.50B RAUM · 11 reps · 352.343.2700
ComplianceMarketing & brand
47
SPIDERROCK ADVISORS, LLC notice-filed in ND. IAPD ↗
$9.83B RAUM · 43 reps · (312) 847-0300 · spiderrockadvisors.com
ComplianceMarketing & brand
47
OAK HARVEST INVESTMENT SERVICES notice-filed in AL. IAPD ↗
$1.14B RAUM · 19 reps · 281-822-1350
ComplianceMarketing & brand
47
REEDMARK ADVISORS, LLC notice-filed in OH, TX. IAPD ↗
$564.6M RAUM · 9 reps · 908-300-5292 · reedmark.com
ComplianceMarketing & brand
47
MONOGRAPH WEALTH ADVISORS, LLC notice-filed in AZ. IAPD ↗
$3.25B RAUM · 10 reps · 310-496-7377 · monographwealth.com
ComplianceMarketing & brand
47
PINE VALLEY INVESTMENTS notice-filed in DC. IAPD ↗
$2.67B RAUM · 31 reps · 856-334-8260
ComplianceMarketing & brand
47
PROFICIO CAPITAL PARTNERS LLC notice-filed in WA. IAPD ↗
$5.27B RAUM · 11 reps · 617-340-8425 · proficiocap.com
ComplianceMarketing & brand
47
GIBBS WEALTH MANAGEMENT, LLC notice-filed in OR. IAPD ↗
$1.06B RAUM · 59 reps · 678-694-8770 · tfswealth.com
ComplianceMarketing & brand
47
GUERRA WEALTH ADVISORS notice-filed in CO, TN. IAPD ↗
$406.2M RAUM · 9 reps · 305-448-1011 · guerrawealth.com
ComplianceMarketing & brand
47
COURIER CAPITAL, LLC notice-filed in VA. IAPD ↗
$3.59B RAUM · 12 reps · 716-883-9595 · couriercapital.com
ComplianceMarketing & brand
47
PENNINGTON PARTNERS & CO., LLC notice-filed in FL. IAPD ↗
$5.09B RAUM · 10 reps · 202-370-6435 · pennington.addepar.com
ComplianceMarketing & brand
47
RW INVESTMENT MANAGEMENT LLC notice-filed in AK. IAPD ↗
$1.73B RAUM · 12 reps · 208-333-1433 · investrw.com
ComplianceMarketing & brand
47
TRIUMPH CAPITAL MANAGEMENT notice-filed in IA, SC. IAPD ↗
$645.6M RAUM · 17 reps · 720-399-5555 · gotostage.com
ComplianceMarketing & brand
47
GILBERT & COOK, INC. notice-filed in NV. IAPD ↗
$1.70B RAUM · 17 reps · (515) 270-6444 · gilbertcook.com
ComplianceMarketing & brand
47
ROOSEVELT CAPITAL MANAGEMENT LLC notice-filed in CA. IAPD ↗
$1.37B RAUM · 2 reps · 214-871-2666
ComplianceMarketing & brand
47
LYELL WEALTH MANAGEMENT LP notice-filed in NJ. IAPD ↗
$1.65B RAUM · 9 reps · 650-353-3692 · lyellwealth.com
ComplianceMarketing & brand
47
MANHATTAN WEST ASSET MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$1.16B RAUM · 33 reps · 310-341-4585
ComplianceMarketing & brand
47
LEXAURUM ADVISORS notice-filed in NM. IAPD ↗
$1.27B RAUM · 31 reps · 913-261-9316
ComplianceMarketing & brand
47
WADDELL & ASSOCIATES, LLC notice-filed in MT. IAPD ↗
$2.38B RAUM · 9 reps · 901-767-9187 · vimeo.com
ComplianceMarketing & brand
47
OREI ADVISORS LP notice-filed in NY. IAPD ↗
$2.18B RAUM · 24 reps · 650-681-0185 · ohanare.com
ComplianceMarketing & brand
47
INTEGRATED WEALTH CONCEPTS LLC notice-filed in VI. IAPD ↗
$18.92B RAUM · 491 reps · (781) 890-3045
ComplianceMarketing & brand
47
ABOUND WEALTH MANAGEMENT, LLC notice-filed in NV. IAPD ↗
$1.95B RAUM · 26 reps · 615-226-3667
ComplianceMarketing & brand
47
BALLAST ADVISORS, LLC notice-filed in CO, OR. IAPD ↗
$674.5M RAUM · 6 reps · (651) 478-4644
ComplianceMarketing & brand
47
ALPINE PRIVATE WEALTH notice-filed in NE. IAPD ↗
$1.45B RAUM · 4 reps · 314-932-1010
ComplianceMarketing & brand
47
PARKSIDE INVESTMENTS, LLC notice-filed in NY. IAPD ↗
$1.44B RAUM · 5 reps · (312) 778-7700
ComplianceMarketing & brand
47
VIDENT ASSET MANAGEMENT notice-filed in WI. IAPD ↗
$22.02B RAUM · 9 reps · 404-267-1501 · videntam.com
ComplianceMarketing & brand
47
OPEROSE ADVISORS LLC notice-filed in MN. IAPD ↗
$2.04B RAUM · 11 reps · 414-209-3280
ComplianceMarketing & brand
47
AVESTAR CAPITAL, LLC notice-filed in IL. IAPD ↗
$2.07B RAUM · 6 reps · 212-706-4140 · avestarcapital.com
ComplianceMarketing & brand
47
JORDAN PARK GROUP LLC notice-filed in VT. IAPD ↗
$23.26B RAUM · 99 reps · (415) 417-3000
ComplianceMarketing & brand
47
INVICTA FINANCIAL GROUP notice-filed in AL, GA. IAPD ↗
$371.1M RAUM · 11 reps · 928-344-8000 · invictafg.com
ComplianceMarketing & brand
47
MOMENTOUS WEALTH MANAGEMENT, INC. notice-filed in ID, TX. IAPD ↗
$409.9M RAUM · 7 reps · 360-597-4570
ComplianceMarketing & brand
47
ROSSMORE PRIVATE CAPITAL, LLC notice-filed in NJ. IAPD ↗
$1.92B RAUM · 7 reps · 860-200-6079 · rossmore.com
ComplianceMarketing & brand
47
FINANCIAL PARTNERS GROUP, INC. notice-filed in OH. IAPD ↗
$1.15B RAUM · 9 reps · 913-826-6982
ComplianceMarketing & brand
47
WIDMANN FINANCIAL SERVICES notice-filed in NH, NY. IAPD ↗
$466.8M RAUM · 9 reps · 301-262-2919 · widmannfinancial.com
ComplianceMarketing & brand
47
HENDRICKS WEALTH AND ESTATE MANAGEMENT notice-filed in AL, PA. IAPD ↗
$536.1M RAUM · 6 reps · 847-428-3997
ComplianceMarketing & brand
47
CORNERSTONE WEALTH notice-filed in NV. IAPD ↗
$2.49B RAUM · 50 reps · 704-987-3410
ComplianceMarketing & brand
47
LIVELIFE CAPITAL PARTNERS LLC notice-filed in NJ, TX. IAPD ↗
$372.1M RAUM · 6 reps · (978) 315-0230
ComplianceMarketing & brand
47
SAGE RHINO CAPITAL LLC notice-filed in CO, TX. IAPD ↗
$883.7M RAUM · 4 reps · (650) 352-5600 · sagerhino.com
ComplianceMarketing & brand
47
CHICORY WEALTH notice-filed in DC, NH. IAPD ↗
$840.4M RAUM · 12 reps · (404) 294-5917
ComplianceMarketing & brand
47
OUTLOOK WEALTH ADVISORS, LLC notice-filed in CA, TN. IAPD ↗
$593.7M RAUM · 5 reps · 281-872-1515
ComplianceMarketing & brand
47
CARSON GROUP INVESTING notice-filed in OH. IAPD ↗
$2.05B RAUM · 7 reps · 402-334-6270
ComplianceMarketing & brand
47
GO INVEST LLC notice-filed in MS, VT. IAPD ↗
$889.0M RAUM · 1 reps · 801-614-4914 · goinvest.us
ComplianceMarketing & brand
47
ASSET ADVISORS notice-filed in VA. IAPD ↗
$1.40B RAUM · 6 reps · 706-650-9900
ComplianceMarketing & brand
47
SCISSORTAIL WEALTH MANAGEMENT, LLC notice-filed in AZ, NC. IAPD ↗
$568.2M RAUM · 8 reps · (918) 956-0500 · scissortailwealth.com
ComplianceMarketing & brand
47
WICK CAPITAL PARTNERS, LLC notice-filed in CA, DE. IAPD ↗
$929.7M RAUM · 10 reps · 215-302-3535 · wickcapitalpartners.com
ComplianceMarketing & brand
47
KINTRA WEALTH, LLC notice-filed in RI. IAPD ↗
$1.50B RAUM · 28 reps · 570-601-6960 · evergreenwealthsolutions.com
ComplianceMarketing & brand
47
BISON WEALTH, LLC notice-filed in RI. IAPD ↗
$2.74B RAUM · 65 reps · 404-841-2224 · zenithretirement.com
ComplianceMarketing & brand
47
BELLWETHER WEALTH notice-filed in AL, MA. IAPD ↗
$784.0M RAUM · 7 reps · 402-476-8844 · vimeo.com
ComplianceMarketing & brand
47
SEAVIEW INVESTMENT MANAGERS LLC notice-filed in TX. IAPD ↗
$1.37B RAUM · 9 reps · 305-330-2332 · seaviewinvestmentmanagers.com
ComplianceMarketing & brand
47
SOUND VIEW WEALTH ADVISORS GROUP, LLC notice-filed in CT. IAPD ↗
$2.28B RAUM · 11 reps · 912-239-4630
ComplianceMarketing & brand
47
DAHRING | CUSMANO AND ASSOCIATES notice-filed in IN, KY. IAPD ↗
$781.4M RAUM · 9 reps · 248-348-0100 · dca401k.com
ComplianceMarketing & brand
47
PTMA INVESTMENT ADVISORS notice-filed in NH. IAPD ↗
$30.59B RAUM · 81 reps · 630-657-6400 · pmanetwork.com
ComplianceMarketing & brand
47
POINT OLEMA CAPITAL PARTNERS, L.P. notice-filed in NH. IAPD ↗
$2.91B RAUM · 4 reps · 415-851-0411 · pointolema.com
ComplianceMarketing & brand
47
STRONGBOX WEALTH, LLC notice-filed in AR, SC. IAPD ↗
$562.4M RAUM · 4 reps · 816-607-5410
ComplianceMarketing & brand
47
ADVISORSTRUST PARTNERS LLC notice-filed in SC, VA. IAPD ↗
$435.3M RAUM · 4 reps · 919-298-2458 · jamesfinancialadvisors.com
ComplianceMarketing & brand
47
MADISON PARTNERS notice-filed in NJ. IAPD ↗
$1.30B RAUM · 17 reps · 608-210-1021
ComplianceMarketing & brand
47
CREEKMUR ASSET MANAGEMENT, LLC notice-filed in MD, NH. IAPD ↗
$800.0M RAUM · 15 reps · 309-925-2043
ComplianceMarketing & brand
47
CARRICK LANE LLC notice-filed in VI. IAPD ↗
$3.03B RAUM · 6 reps · (212) 433-8450 · carricklane.com
ComplianceMarketing & brand
47
SAN LUIS WEALTH ADVISORS notice-filed in CO, MA. IAPD ↗
$760.0M RAUM · 4 reps · 805-810-0002 · sanluiswealth.com
ComplianceMarketing & brand
47
DOCEO WEALTH, LLC notice-filed in FL, VA. IAPD ↗
$274.0M RAUM · 6 reps · 208-350-7274
ComplianceMarketing & brand
47
OAK HARBOR WEALTH PARTNERS, LLC notice-filed in IL, NY. IAPD ↗
$729.9M RAUM · 4 reps · 919-800-0705 · oakharborwealthpartners.com
ComplianceMarketing & brand
47
ADVUS FINANCIAL PARTNERS, LLC notice-filed in CA. IAPD ↗
$3.97B RAUM · 10 reps · 407-585-1160 · vimeo.com
ComplianceMarketing & brand
47
LEEWARD INVESTMENTS notice-filed in IL. IAPD ↗
$2.87B RAUM · 5 reps · 617-468-6700
ComplianceMarketing & brand
47
ENDEAVOR PRIVATE WEALTH, INC. notice-filed in IL, NM. IAPD ↗
$595.3M RAUM · 9 reps · 785-329-2510
ComplianceMarketing & brand
47
INNOVATIVE WEALTH BUILDING LLC notice-filed in KY, LA. IAPD ↗
$657.2M RAUM · 8 reps · 240-237-8086 · innovativewealthbuilding.com
ComplianceMarketing & brand
47
PACIFIC SAGE PARTNERS, LLC notice-filed in ID, LA. IAPD ↗
$986.3M RAUM · 4 reps · (206) 533-0500 · pacificsagepartners.com
ComplianceMarketing & brand
47
NILSINE PARTNERS, LLC notice-filed in MO. IAPD ↗
$1.88B RAUM · 12 reps · 303-529-5800 · link.edgepilot.com
ComplianceMarketing & brand
47
MARION WEALTH MANAGEMENT notice-filed in AZ, CO. IAPD ↗
$543.4M RAUM · 3 reps · 412-372-3849
ComplianceMarketing & brand
47
VALENCE8 notice-filed in DE. IAPD ↗
$1.88B RAUM · 6 reps · 508-281-9208
ComplianceMarketing & brand
47
CALLAN FAMILY OFFICE, LLC notice-filed in MI. IAPD ↗
$10.21B RAUM · 15 reps · (877) 506-7990
ComplianceMarketing & brand
47
ENTREWEALTH notice-filed in KS, VA. IAPD ↗
$326.3M RAUM · 10 reps · 512-240-2244
ComplianceMarketing & brand
47
INVICTUS PRIVATE WEALTH, LLC notice-filed in NH. IAPD ↗
$1.71B RAUM · 2 reps · 720-734-2460 · invictusprivatewealth.com
ComplianceMarketing & brand
47
FIORI FINANCIAL GROUP notice-filed in CA, NE. IAPD ↗
$567.4M RAUM · 5 reps · 954-763-2600
ComplianceMarketing & brand
47
3CHOPT INVESTMENT PARTNERS LLC notice-filed in FL, TX. IAPD ↗
$889.4M RAUM · 4 reps · 804-401-1840 · 3choptinvest.com
ComplianceMarketing & brand
47
MAREN CAPITAL notice-filed in LA. IAPD ↗
$2.08B RAUM · 2 reps · 7738327602 · marencapital.com
ComplianceMarketing & brand
47
SOLLINDA CAPITAL MANAGEMENT LLC notice-filed in PA. IAPD ↗
$1.02B RAUM · 15 reps · 8446621211
ComplianceMarketing & brand
47
ETHOS FINANCIAL GROUP, LLC notice-filed in WA. IAPD ↗
$2.14B RAUM · 27 reps · 610-822-5246 · ethosfg.com
ComplianceMarketing & brand
47
ENVISION FINANCIAL PLANNING, LLC notice-filed in LA, MO. IAPD ↗
$462.5M RAUM · 4 reps · 901-422-7526 · envisionfptn.com
ComplianceMarketing & brand
47
NORDWAND ADVISORS notice-filed in CT. IAPD ↗
$3.97B RAUM · 6 reps · 484-630-2510
ComplianceMarketing & brand
47
FOURTHOUGHT FINANCIAL PARTNERS, LLC. notice-filed in OR. IAPD ↗
$1.93B RAUM · 20 reps · 941-408-8557
ComplianceMarketing & brand
47
CONCURRENT INVESTMENT ADVISORS, LLC notice-filed in ND. IAPD ↗
$15.73B RAUM · 163 reps · 813-709-8800 · famwealthsolutions.com
ComplianceMarketing & brand
47
SYNTEGRA PRIVATE WEALTH GROUP LLC notice-filed in KY. IAPD ↗
$1.39B RAUM · 13 reps · 314-802-7232
ComplianceMarketing & brand
47
TWIN PEAKS WEALTH ADVISORS notice-filed in AZ, LA. IAPD ↗
$584.8M RAUM · 9 reps · (650) 200-0308
ComplianceMarketing & brand
47
JOCELYN INVESTMENT MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$1.01B RAUM · 2 reps · 415-256-1795 · jocelyninvestment.com
ComplianceMarketing & brand
47
UPTICK PARTNERS, LLC notice-filed in SC. IAPD ↗
$1.06B RAUM · 25 reps · (936) 800-0800
ComplianceMarketing & brand
47
A16Z PERENNIAL MANAGEMENT, L.P. notice-filed in TX. IAPD ↗
$2.74B RAUM · 10 reps · (650) 798-5800 · a16z.com
ComplianceMarketing & brand
47
COREVISION FINANCIAL GROUP notice-filed in CA. IAPD ↗
$1.15B RAUM · 6 reps · 317-398-8200 · corevisionfg.com
ComplianceMarketing & brand
47
IWEALTH notice-filed in FL, SD. IAPD ↗
$311.6M RAUM · 5 reps · 507-835-9111
ComplianceMarketing & brand
47
CARNEGIE LAKE ADVISORS LLC notice-filed in CA, WA. IAPD ↗
$403.0M RAUM · 7 reps · 609-955-3667 · carnegielakeadvisorsllc.com
ComplianceMarketing & brand
47
WELLTH ADVISORY SERVICES, LLC notice-filed in WY. IAPD ↗
$26.68B RAUM · 73 reps · 866-777-4015 · srpretire.com
ComplianceMarketing & brand
47
TOPSAIL WEALTH MANAGEMENT LLC notice-filed in MO. IAPD ↗
$1.31B RAUM · 4 reps · 980-308-9901 · topsailwealthmanagement.com
ComplianceMarketing & brand
47
A&M PRIVATE WEALTH PARTNERS, LLC notice-filed in MT. IAPD ↗
$1.83B RAUM · 23 reps · 561-268-0900 · ampwp.com
ComplianceMarketing & brand
47
BRIDGE GENERATIONS WEALTH MANAGEMENT notice-filed in CA, CO. IAPD ↗
$259.8M RAUM · 4 reps · 305-666-9411 · bridgewm.com
ComplianceMarketing & brand
47
BURLING WEALTH PARTNERS notice-filed in OH. IAPD ↗
$1.00B RAUM · 7 reps · 1-312-825-0262 · burlingwp.com
ComplianceMarketing & brand
47
CHURCHILL FINANCIAL ADVISORS, LLC notice-filed in CA, ME. IAPD ↗
$522.9M RAUM · 3 reps · 502-895-3535 · churchillfa.com
ComplianceMarketing & brand
47
PCM ENCORE, LLC notice-filed in NH. IAPD ↗
$1.74B RAUM · 6 reps · 425-214-1755
ComplianceMarketing & brand
47
VERITA STRATEGIC WEALTH PARTNERS, LLC notice-filed in TX. IAPD ↗
$1.01B RAUM · 5 reps · 4155204345 · veritawealth.com
ComplianceMarketing & brand
47
BERNICKE WEALTH MANAGEMENT notice-filed in NE, NH. IAPD ↗
$887.4M RAUM · 6 reps · 715-832-1173
ComplianceMarketing & brand
47
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC notice-filed in ID, TN. IAPD ↗
$285.8M RAUM · 3 reps · 775-800-1801
ComplianceMarketing & brand
47
INNOVATIVE ASSET ADVISORS GROUP notice-filed in CA, NY. IAPD ↗
$297.9M RAUM · 11 reps · 203-444-3599 · innovativeaag.com
ComplianceMarketing & brand
47
ACTIV8 FAMILY OFFICE LLC notice-filed in NH. IAPD ↗
$1.54B RAUM · 6 reps · 978-870-0255 · activ8familyoffice.com
ComplianceMarketing & brand
47
AHAKISTA CAPITAL LLC notice-filed in AZ, NC. IAPD ↗
$345.0M RAUM · 2 reps · 212-698-0706
ComplianceMarketing & brand
47
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC notice-filed in CT. IAPD ↗
$3.21B RAUM · 10 reps · 215-220-6651 · podcastaddict.com
ComplianceMarketing & brand
46
TRIBECA FINANCIAL, LLC notice-filed in AK, MO, NM. IAPD ↗
$248.3M RAUM · 5 reps · 480-553-6247 · tribecafinancial.co
ComplianceMarketing & brand
46
GENTER ADVISORS LLC notice-filed in AZ, FL, TX. IAPD ↗
$182.8M RAUM · 4 reps · 310-477-6543 · genteradvisors.com
ComplianceMarketing & brand
46
CARLSBAD WEALTH ADVISORY GROUP, INC. notice-filed in AR, CO, TX. IAPD ↗
$237.6M RAUM · 4 reps · 760-607-0812 · carlsbadwealth.com
ComplianceMarketing & brand
46
KORVING & COMPANY LLC notice-filed in CA, FL, TN. IAPD ↗
$137.5M RAUM · 2 reps · 757-638-5490
ComplianceMarketing & brand
46
IQVESTMENT, LLC notice-filed in LA, NE, NH. IAPD ↗
$22.3M RAUM · 3 reps · 877-486-4702 · iqvestment.io
ComplianceMarketing & brand
46
CHRISTIAN FINANCIAL ADVISORS notice-filed in KS, MO, OH. IAPD ↗
$218.7M RAUM · 5 reps · 830-609-6986 · christianfinancialadvisors.com
ComplianceMarketing & brand
46
THE LIFE GROUP FINANCIAL SERVICES notice-filed in LA, NE, TX. IAPD ↗
$146.2M RAUM · 5 reps · 563-587-7840 · thelifegroupllc.com
ComplianceMarketing & brand
46
CENTRAL WEALTH MANAGEMENT LLC notice-filed in FL, MN, TX. IAPD ↗
$136.8M RAUM · 1 reps · 608-841-1555 · centralwealthmanagement.com
ComplianceMarketing & brand
46
PROXY WEALTH ADVISORS LLC notice-filed in MA, NV, SC. IAPD ↗
$83.3M RAUM · 11 reps · 646-289-5075 · proxywealth.com
ComplianceMarketing & brand
46
FOUNDRY FINANCIAL LLC notice-filed in HI, MD, OH. IAPD ↗
$232.6M RAUM · 5 reps · (213) 802-8662
ComplianceMarketing & brand
46
RIGHTWEALTH ADVISORS, LLC notice-filed in LA, NH, PA. IAPD ↗
$229.3M RAUM · 3 reps · 937-859-9800
ComplianceMarketing & brand
46
KLINGENSTEIN FIELDS ADVISORS notice-filed in CT, NJ, PA. IAPD ↗
$0 RAUM · 0 reps · 212-492-7000 · klingenstein.com
ComplianceMarketing & brand
46
QUINCY WELLS ADVISORS, LLC notice-filed in SC, TN, VA. IAPD ↗
$87.3M RAUM · 20 reps · 312-356-4875
ComplianceMarketing & brand
46
WHITWELL ADVISORS notice-filed in NY, VA, WA. IAPD ↗
$116.8M RAUM · 6 reps · 512-766-7775
ComplianceMarketing & brand
46
EXIT WEALTH ADVISORS notice-filed in CA, FL, TX. IAPD ↗
$243.2M RAUM · 3 reps · 404-474-8513 · exitwealth.com
ComplianceMarketing & brand
46
AGILIS INVESTMENT MANAGEMENT LLC notice-filed in FL, IL, VT. IAPD ↗
$123.8M RAUM · 4 reps · (203) 920-1011 · agilisinvest.com
ComplianceMarketing & brand
46
HERITAGE GROVE WEALTH MANAGEMENT, LLC notice-filed in HI, NV, NY. IAPD ↗
$88.8M RAUM · 1 reps · 925-890-8839 · heritagegrovewealth.com
ComplianceMarketing & brand
46
NESTVST notice-filed in LA, NE, NH. IAPD ↗
$7,067 RAUM · 1 reps · 832-592-1760 · wealthdoor.com
ComplianceMarketing & brand
46
GEVERS WEALTH MANAGEMENT notice-filed in AZ, CA, LA. IAPD ↗
$223.7M RAUM · 3 reps · 4259024840 · geverswealth.com
ComplianceMarketing & brand
45
MARTIN NELSON & CO., INC. notice-filed in AK. IAPD ↗
$287.3M RAUM · 4 reps · 206-682-6261 · martinnelsonco.com
ComplianceMarketing & brand
45
FSB PREMIER WEALTH MANAGEMENT, INC. notice-filed in MO. IAPD ↗
$431.7M RAUM · 10 reps · 319-235-6561 · fsbpremier.com
ComplianceMarketing & brand
45
WEDGEWOOD PARTNERS, INC. notice-filed in OK. IAPD ↗
$560.7M RAUM · 3 reps · 314-567-6407 · wedgewoodpartners.com
ComplianceMarketing & brand
45
DALE K. EHRHART, INC. notice-filed in DE. IAPD ↗
$648.8M RAUM · 4 reps · 941-485-8220 · dkeinc.com
ComplianceMarketing & brand
45
WESTBOURNE INVESTMENTS, INC. notice-filed in NJ. IAPD ↗
$276.4M RAUM · 5 reps · 703-294-6880 · westbourneinv.com
ComplianceMarketing & brand
45
NORTHLAND ASSET MANAGEMENT notice-filed in VA. IAPD ↗
$405.5M RAUM · 22 reps · 800-851-2920 · northlandsecurities.com
ComplianceMarketing & brand
45
ROGAN & ASSOCIATES notice-filed in PA. IAPD ↗
$709.6M RAUM · 9 reps · 727-712-3400
ComplianceMarketing & brand
45
BERNZOTT CAPITAL ADVISORS notice-filed in FL. IAPD ↗
$265.4M RAUM · 2 reps · 800-856-2646 · bernzott.com
ComplianceMarketing & brand
45
PJS INVESTMENT MANAGEMENT notice-filed in CO. IAPD ↗
$852.0M RAUM · 6 reps · 262-377-0484 · pjsinvestment.com
ComplianceMarketing & brand
45
BARD ASSOCIATES INC notice-filed in NC. IAPD ↗
$416.2M RAUM · 4 reps · 312-782-9600
ComplianceMarketing & brand
45
FIRST FINANCIAL ADVISORY SERVICES INC notice-filed in LA. IAPD ↗
$278.0M RAUM · 7 reps · 401-596-0193
ComplianceMarketing & brand
45
HEROLD ADVISORS, INC. notice-filed in TX. IAPD ↗
$540.2M RAUM · 8 reps · 212-371-3950 · heroldlantern.com
ComplianceMarketing & brand
45
KENNEY INVESTMENTS INC notice-filed in AZ. IAPD ↗
$328.5M RAUM · 2 reps · 847-441-2642
ComplianceMarketing & brand
45
HARVEY CAPITAL MANAGEMENT INC notice-filed in CA. IAPD ↗
$579.4M RAUM · 3 reps · 561-804-9181 · harveycapital.com
ComplianceMarketing & brand
45
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC notice-filed in VI. IAPD ↗
$252.3M RAUM · 3 reps · 414-319-1080
ComplianceMarketing & brand
45
MITCHELL CAPITAL MANAGEMENT CO notice-filed in LA. IAPD ↗
$847.3M RAUM · 7 reps · 913-428-3222 · mitchcap.com
ComplianceMarketing & brand
45
FAIRFIELD FINANCIAL ADVISORS notice-filed in PA. IAPD ↗
$333.2M RAUM · 4 reps · 781-431-1119 · fairfieldfinadvisors.com
ComplianceMarketing & brand
45
SIERRA INVESTMENT MANAGEMENT, LLC notice-filed in LA. IAPD ↗
$360.9M RAUM · 8 reps · 310-452-1887
ComplianceMarketing & brand
45
NEWMAN DIGNAN & SHEERAR, INC notice-filed in CA. IAPD ↗
$731.3M RAUM · 6 reps · 401-351-4010 · newmandignan.com
ComplianceMarketing & brand
45
GPM GROWTH INVESTORS, INC. notice-filed in NC. IAPD ↗
$281.3M RAUM · 5 reps · 248-865-0518
ComplianceMarketing & brand
45
AUXIER ASSET MANAGEMENT notice-filed in CO. IAPD ↗
$946.1M RAUM · 6 reps · 503-885-8807 · auxierasset.com
ComplianceMarketing & brand
45
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. notice-filed in CO. IAPD ↗
$918.6M RAUM · 9 reps · 508-471-4431 · white-lighthouse.com
ComplianceMarketing & brand
45
LAFFER TENGLER INVESTMENTS, INC. notice-filed in WA. IAPD ↗
$800.1M RAUM · 13 reps · 800-838-3468
ComplianceMarketing & brand
45
SEMPER AUGUSTUS INVESTMENTS GROUP LLC notice-filed in NV. IAPD ↗
$982.2M RAUM · 2 reps · 303-893-1214
ComplianceMarketing & brand
45
FINANCIAL DIRECTIONS LLC notice-filed in NC. IAPD ↗
$737.8M RAUM · 3 reps · 520-408-7777 · financialdirectionsllc.com
ComplianceMarketing & brand
45
COVENANT ASSET MANAGEMENT, LLC notice-filed in MD. IAPD ↗
$692.6M RAUM · 8 reps · 908-879-4090
ComplianceMarketing & brand
45
STERLING FINANCIAL PLANNING INC notice-filed in VT. IAPD ↗
$760.8M RAUM · 8 reps · 973-729-1234 · sterlingadvice.com
ComplianceMarketing & brand
45
ROEHL & YI INVESTMENT ADVISORS, LLC notice-filed in MO. IAPD ↗
$959.4M RAUM · 10 reps · 541-683-2085 · roehl-yi.com
ComplianceMarketing & brand
45
KEELER THOMAS MANAGEMENT LLC notice-filed in TX. IAPD ↗
$305.5M RAUM · 7 reps · 801-226-0800 · keelerthomas.com
ComplianceMarketing & brand
45
HALTER FERGUSON FINANCIAL INC notice-filed in OH. IAPD ↗
$705.0M RAUM · 7 reps · 317-875-0202
ComplianceMarketing & brand
45
MILLER VALUE PARTNERS, LLC notice-filed in NE. IAPD ↗
$418.2M RAUM · 3 reps · 410-454-3130 · millervalue.com
ComplianceMarketing & brand
45
VALICENTI ADVISORY SERVICES INC notice-filed in NJ. IAPD ↗
$820.0M RAUM · 7 reps · 607-734-2665 · valicenti.com
ComplianceMarketing & brand
45
EVANS CAPITAL MANAGEMENT ASSOCIATES notice-filed in MN. IAPD ↗
$545.0M RAUM · 3 reps · 425-455-0501 · rlevansco.com
ComplianceMarketing & brand
45
NOESIS CAPITAL MANAGEMENT CORP notice-filed in MO. IAPD ↗
$876.9M RAUM · 7 reps · 561-999-9888
ComplianceMarketing & brand
45
EXCALIBUR MANAGEMENT CORP notice-filed in WA. IAPD ↗
$712.1M RAUM · 7 reps · (617) 916-9669 · excalmgmt.com
ComplianceMarketing & brand
45
ENRICH FINANCIAL PARTNERS LLC notice-filed in FL. IAPD ↗
$556.8M RAUM · 4 reps · 608-275-3442
ComplianceMarketing & brand
45
NEUMANN CAPITAL MANAGEMENT notice-filed in OR. IAPD ↗
$630.3M RAUM · 4 reps · 650-548-9200 · neumanncm.portal.tamaracinc.com
ComplianceMarketing & brand
45
CAMBRIDGE FINANCIAL GROUP, INC. notice-filed in MT. IAPD ↗
$331.3M RAUM · 3 reps · 614-457-1530 · cfginc.net
ComplianceMarketing & brand
45
IAS WEALTH MANAGEMENT, INC. notice-filed in NY. IAPD ↗
$549.0M RAUM · 5 reps · 281-364-0606 · iaswealth.com
ComplianceMarketing & brand
45
PATRICK M. SWEENEY & ASSOCIATES, INC notice-filed in FL. IAPD ↗
$252.5M RAUM · 2 reps · 847 277-7771 · patrickmsweeney.com
ComplianceMarketing & brand
45
COVINGTON & ASSOCIATES, INC. notice-filed in FL. IAPD ↗
$308.2M RAUM · 3 reps · 908-232-4717
ComplianceMarketing & brand
45
NEW PERSPECTIVES, INC. notice-filed in CO. IAPD ↗
$308.7M RAUM · 4 reps · 601-991-3158 · newper.com
ComplianceMarketing & brand
45
CAPITAL IDEAS notice-filed in TN. IAPD ↗
$336.2M RAUM · 5 reps · 214-750-4400
ComplianceMarketing & brand
45
LAUTERBACH FINANCIAL ADVISORS, LLC notice-filed in NY. IAPD ↗
$700.3M RAUM · 5 reps · 915-544-6950 · lfa-ia.com
ComplianceMarketing & brand
45
SOUNDVIEW ADVISORS notice-filed in CA. IAPD ↗
$387.2M RAUM · 6 reps · 360-867-9890 · soundviewadvisors.com
ComplianceMarketing & brand
45
AMERICAN TRUST INVESTMENT ADVISORS, LLC notice-filed in NJ. IAPD ↗
$303.5M RAUM · 2 reps · 603-448-6415 · amertrust.com
ComplianceMarketing & brand
45
WEALTH ADVISORS OF IOWA, LLC notice-filed in KS. IAPD ↗
$539.4M RAUM · 4 reps · 515-200-7812
ComplianceMarketing & brand
45
SHEARWATER CAPITAL notice-filed in PA. IAPD ↗
$427.3M RAUM · 4 reps · 314-434-4750 · shearcap.com
ComplianceMarketing & brand
45
VISTA INVESTMENT MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$323.9M RAUM · 4 reps · 412-824-5940 · vista-im.com
ComplianceMarketing & brand
45
FORTITUDE ADVISORY GROUP L.L.C. notice-filed in AZ. IAPD ↗
$467.5M RAUM · 15 reps · 253-470-4977 · wealth-innovations.com
ComplianceMarketing & brand
45
DEMARS FINANCIAL GROUP LLC notice-filed in CA. IAPD ↗
$374.0M RAUM · 3 reps · 509-536-9556 · demarsfinancial.com
ComplianceMarketing & brand
45
HEFFERNAN ADVISORY, INC. notice-filed in NH. IAPD ↗
$409.6M RAUM · 5 reps · 928-774-9598
ComplianceMarketing & brand
45
HRC WEALTH MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$487.4M RAUM · 8 reps · 208-882-5547 · haydenross.com
ComplianceMarketing & brand
45
CARSON ADVISORY GROUP notice-filed in CT. IAPD ↗
$864.9M RAUM · 7 reps · 706-543-6578
ComplianceMarketing & brand
45
CLARIS ADVISORS, LLC notice-filed in KS. IAPD ↗
$911.1M RAUM · 3 reps · 314-655-5504 · claris-advisors.com
ComplianceMarketing & brand
45
SQUIRE WEALTH ADVISORS notice-filed in NY. IAPD ↗
$586.7M RAUM · 13 reps · 801-226-7722 · squireinvestment.com
ComplianceMarketing & brand
45
KACHKOVSKY & FISHER, INC. notice-filed in FL. IAPD ↗
$305.1M RAUM · 3 reps · 858.450.9711
ComplianceMarketing & brand
45
PROFESSIONAL FINANCIAL MANAGEMENT, INC. notice-filed in WA. IAPD ↗
$304.1M RAUM · 2 reps · 406-587-1604
ComplianceMarketing & brand
45
COLLEGIATE CAPITAL MANAGEMENT, INC. notice-filed in FL. IAPD ↗
$653.0M RAUM · 4 reps · 919-838-0101
ComplianceMarketing & brand
45
TRUENORTH WEALTH ADVISORS notice-filed in OR. IAPD ↗
$321.7M RAUM · 5 reps · (206-652-4314
ComplianceMarketing & brand
45
CASTLE WEALTH MANAGEMENT notice-filed in VA. IAPD ↗
$430.1M RAUM · 6 reps · 561-686-9604
ComplianceMarketing & brand
45
FINANCIAL FREEDOM notice-filed in NY. IAPD ↗
$443.2M RAUM · 3 reps · 513-697-6400 · finfreeohio.com
ComplianceMarketing & brand
45
ANDREWS ADVISORY ASSOCIATES, LLC notice-filed in CA. IAPD ↗
$268.6M RAUM · 4 reps · 808-521-4015
ComplianceMarketing & brand
45
ORION CAPITAL MANAGEMENT LLC notice-filed in VA. IAPD ↗
$370.9M RAUM · 4 reps · (619) 319-0520 · sierra-ws.com
ComplianceMarketing & brand
45
ALTRIUS CAPITAL MANAGEMENT, INC. notice-filed in NH. IAPD ↗
$716.0M RAUM · 8 reps · 252-638-7598 · altrius-capital.com
ComplianceMarketing & brand
45
REIFY WEALTH ADVISORS, INC. notice-filed in AZ. IAPD ↗
$524.4M RAUM · 11 reps · 317-872-5090
ComplianceMarketing & brand
45
PROCTOR FINANCIAL notice-filed in CA. IAPD ↗
$382.3M RAUM · 3 reps · 781-235-0405 · proctorfinancial.com
ComplianceMarketing & brand
45
LAUREL WEALTH PLANNING notice-filed in TX. IAPD ↗
$453.6M RAUM · 6 reps · 952-854-6250
ComplianceMarketing & brand
45
NBZ INVESTMENT ADVISORS, LLC notice-filed in GA. IAPD ↗
$431.2M RAUM · 4 reps · 865.584.1184 · nbzinvest.com
ComplianceMarketing & brand
45
NWK GROUP notice-filed in NY. IAPD ↗
$485.3M RAUM · 4 reps · 415-248-2700
ComplianceMarketing & brand
45
CORNERSTONE WEALTH ADVISORS, INC. notice-filed in VA. IAPD ↗
$608.7M RAUM · 8 reps · (952) 920-3900 · cornerstonewealthadvisors.com
ComplianceMarketing & brand
45
EXCHANGE PLACE ADVISORS, LLC notice-filed in SC. IAPD ↗
$379.7M RAUM · 3 reps · 978-443-4405
ComplianceMarketing & brand
45
WISER WEALTH MANAGEMENT, INC notice-filed in VA. IAPD ↗
$513.6M RAUM · 5 reps · 678-905-4450
ComplianceMarketing & brand
45
HIGHLAND FINANCIAL ADVISORS, LLC notice-filed in NH. IAPD ↗
$640.0M RAUM · 7 reps · 973-557-2933
ComplianceMarketing & brand
45
ADIRONDACK FINANCIAL SERVICES CORP notice-filed in DC. IAPD ↗
$461.8M RAUM · 9 reps · 315-724-4186
ComplianceMarketing & brand
45
HENNION & WALSH ASSET MANAGEMENT, INC. notice-filed in AL. IAPD ↗
$768.8M RAUM · 11 reps · 973-299-8989 · hennionandwalsh.com
ComplianceMarketing & brand
45
WEALTHEDGE INVESTMENT ADVISORS, LLC notice-filed in TX. IAPD ↗
$472.1M RAUM · 6 reps · 212-687-3600 · wealthedge.com
ComplianceMarketing & brand
45
THE STRATEGIC FINANCIAL ALLIANCE notice-filed in WY. IAPD ↗
$382.0M RAUM · 41 reps · 678-954-4000 · thesfa.net
ComplianceMarketing & brand
45
NET WORTH ADVISORY GROUP, LLC notice-filed in OR. IAPD ↗
$838.4M RAUM · 13 reps · 801-566-6639
ComplianceMarketing & brand
45
TANGLEWOOD LEGACY ADVISORS, LLC notice-filed in OH. IAPD ↗
$809.0M RAUM · 4 reps · 713-599-4999 · family-cfo.com
ComplianceMarketing & brand
45
AEQUITAS INVESTMENT ADVISORS, LLC notice-filed in FL. IAPD ↗
$826.1M RAUM · 5 reps · 781-740-1199 · aequitas-inv.com
ComplianceMarketing & brand
45
GOEPPER BURKHARDT LLC notice-filed in FL. IAPD ↗
$380.3M RAUM · 3 reps · 864-370-3244 · goepperburkhardt.com
ComplianceMarketing & brand
45
TEMPLETON FINANCIAL SERVICES INC. notice-filed in CO. IAPD ↗
$441.8M RAUM · 4 reps · 480.883.1073 · tfsformunis.com
ComplianceMarketing & brand
45
PERSIUM ADVISORS, LLC notice-filed in WA. IAPD ↗
$583.6M RAUM · 11 reps · 678-322-3000 · persiumgroup.com
ComplianceMarketing & brand
45
GRAY PRIVATE WEALTH, LLC notice-filed in NY. IAPD ↗
$540.7M RAUM · 4 reps · 781.232.2020 · grayprivatewealth.com
ComplianceMarketing & brand
45
PRIVATE WEALTH GROUP, LLC notice-filed in AZ. IAPD ↗
$274.0M RAUM · 1 reps · 813-226-1900
ComplianceMarketing & brand
45
FINANCIAL FUTURES notice-filed in PA. IAPD ↗
$270.5M RAUM · 4 reps · 732-722-7289 · financial-futures-llc.com
ComplianceMarketing & brand
45
MEZZASALMA ADVISORS notice-filed in LA. IAPD ↗
$534.4M RAUM · 5 reps · 732-842-1120 · mezzadvisors.com
ComplianceMarketing & brand
45
OAKBOURNE ADVISORS notice-filed in TX. IAPD ↗
$347.9M RAUM · 8 reps · 908-850-9991 · oakbourneadvisors.com
ComplianceMarketing & brand
45
4WEALTH ADVISORS, INC. notice-filed in CA. IAPD ↗
$275.3M RAUM · 10 reps · 708-695-5300
ComplianceMarketing & brand
45
DIVIDEND ASSETS CAPITAL, LLC notice-filed in AZ. IAPD ↗
$540.8M RAUM · 3 reps · 843.645.9700 · dacapitalsc.com
ComplianceMarketing & brand
45
EMERSON EQUITY LLC notice-filed in MD. IAPD ↗
$321.7M RAUM · 84 reps · 650-312-0200 · emersonequity.com
ComplianceMarketing & brand
45
HURLEY CAPITAL, LLC notice-filed in LA. IAPD ↗
$326.1M RAUM · 2 reps · 212-605-0665 · hurleycapital.com
ComplianceMarketing & brand
45
FAMILY WEALTH ADVISORY GROUP, LLC notice-filed in PA. IAPD ↗
$396.2M RAUM · 3 reps · 513-469-8100
ComplianceMarketing & brand
45
GENEVA PARTNERS, LLC notice-filed in MO. IAPD ↗
$423.6M RAUM · 9 reps · 262-248-1350 · genevapartnersllc.com
ComplianceMarketing & brand
45
CAROLINA WEALTH MANAGEMENT, INC. notice-filed in NY. IAPD ↗
$798.5M RAUM · 8 reps · 252-439-1344 · mycarolinawealth.com
ComplianceMarketing & brand
45
MADISON ADVISORY SERVICES, INC. notice-filed in NH. IAPD ↗
$509.7M RAUM · 11 reps · 914-328-8558 · madisonplanning.com
ComplianceMarketing & brand
45
TEAM FINANCIAL STRATEGIES notice-filed in OK. IAPD ↗
$262.0M RAUM · 8 reps · 325-480-1587
ComplianceMarketing & brand
45
MONARCH WEALTH STRATEGIES notice-filed in FL. IAPD ↗
$463.5M RAUM · 7 reps · (805) 564-0800
ComplianceMarketing & brand
45
INTEGRITY FINANCIAL CORPORATION notice-filed in CT. IAPD ↗
$868.1M RAUM · 0 reps · 8007944015
ComplianceMarketing & brand
45
CHARLESTON FINANCIAL ADVISORS, LLC notice-filed in VA. IAPD ↗
$262.4M RAUM · 2 reps · 843-722-3331 · charlestonfinancial.net
ComplianceMarketing & brand
45
PHYSICIAN FAMILY FINANCIAL ADVISORS INC notice-filed in TN. IAPD ↗
$284.9M RAUM · 3 reps · 541-463-0899
ComplianceMarketing & brand
45
FREEDOM DAY SOLUTIONS, LLC notice-filed in GA. IAPD ↗
$615.3M RAUM · 4 reps · 713-784-3878
ComplianceMarketing & brand
45
STONE HOUSE INVESTMENT MANAGEMENT, LLC notice-filed in KY. IAPD ↗
$841.7M RAUM · 17 reps · (570) 836-7020
ComplianceMarketing & brand
45
KILNER CAPITAL ADVISORS, LLC notice-filed in PA. IAPD ↗
$336.7M RAUM · 2 reps · 301.840.0501 · kilnercapital.com
ComplianceMarketing & brand
45
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$400.1M RAUM · 3 reps · 386-253-1980 · kswwealthmanagement.com
ComplianceMarketing & brand
45
AMERICAN CAPITAL ADVISORY, LLC notice-filed in NY. IAPD ↗
$334.4M RAUM · 7 reps · 208-710-8669
ComplianceMarketing & brand
45
COLLABORATIVE WEALTH notice-filed in AZ. IAPD ↗
$653.3M RAUM · 9 reps · 407-792-3336
ComplianceMarketing & brand
45
BECKERMAN WEALTH notice-filed in CA. IAPD ↗
$303.3M RAUM · 4 reps · 877-892-7738
ComplianceMarketing & brand
45
FAMILY OFFICE RESEARCH, LLC notice-filed in NC. IAPD ↗
$648.2M RAUM · 3 reps · 301-684-1765 · familyofficeresearch.com
ComplianceMarketing & brand
45
PREISZ FINANCIAL notice-filed in TX. IAPD ↗
$701.7M RAUM · 8 reps · 503-224-1600 · preisz.com
ComplianceMarketing & brand
45
CORNELL POCHILY INVESTMENT ADVISORS, INC. notice-filed in NH. IAPD ↗
$654.4M RAUM · 5 reps · 607-391-7080 · cornellpochily.com
ComplianceMarketing & brand
45
TRADEWINDS CAPITAL MANAGEMENT, LLC notice-filed in MT. IAPD ↗
$727.3M RAUM · 7 reps · 360-715-9000
ComplianceMarketing & brand
45
PORTFOLIO MEDICS, LLC notice-filed in KS. IAPD ↗
$780.5M RAUM · 75 reps · (239) 444-1766 · portfoliomedics.com
ComplianceMarketing & brand
45
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC notice-filed in OH. IAPD ↗
$440.8M RAUM · 2 reps · 814-314-0344 · bishopinvestmentmanagement.com
ComplianceMarketing & brand
45
VALIANT WEALTH, LLC notice-filed in GA. IAPD ↗
$423.1M RAUM · 3 reps · 515-223-6068
ComplianceMarketing & brand
45
SPRAKER WEST WEALTH MANAGEMENT, INC notice-filed in NC. IAPD ↗
$265.3M RAUM · 5 reps · 407-478-7899
ComplianceMarketing & brand
45
INSIGHT STRATEGIC WEALTH LLC notice-filed in FL. IAPD ↗
$401.0M RAUM · 7 reps · 866-467-9756 · insightstrategicwealth.com
ComplianceMarketing & brand
45
RDA FINANCIAL NETWORK notice-filed in ID. IAPD ↗
$675.2M RAUM · 17 reps · 888-300-4975
ComplianceMarketing & brand
45
HT PARTNERS LLC notice-filed in TN. IAPD ↗
$556.3M RAUM · 5 reps · 860-662-4197 · htpartnersfamilywealth.com
ComplianceMarketing & brand
45
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT notice-filed in TN. IAPD ↗
$287.0M RAUM · 14 reps · 317-350-4255 · bedrockcpas.com
ComplianceMarketing & brand
45
HARLOW WEALTH MANAGEMENT, INC. notice-filed in CO. IAPD ↗
$419.4M RAUM · 6 reps · 360-573-2522
ComplianceMarketing & brand
45
CONVERGENCE INVESTMENT PARTNERS, LLC notice-filed in NY. IAPD ↗
$523.6M RAUM · 4 reps · 561-494-8001
ComplianceMarketing & brand
45
CHRISTY CAPITAL MANAGEMENT, INC. notice-filed in KY. IAPD ↗
$376.3M RAUM · 11 reps · 478-314-2160 · christycapital.com
ComplianceMarketing & brand
45
EVERGREEN ADVISORS, LLC notice-filed in SC. IAPD ↗
$522.8M RAUM · 3 reps · 423-933-1814 · evergreenadvisors.com
ComplianceMarketing & brand
45
DECKER WEALTH MANAGEMENT, LLC notice-filed in AL. IAPD ↗
$566.2M RAUM · 6 reps · 615-212-2958 · deckerwealth.com
ComplianceMarketing & brand
45
HOLLANDER ASSET MANAGEMENT LLC notice-filed in MN. IAPD ↗
$419.7M RAUM · 2 reps · 305-579-9255
ComplianceMarketing & brand
45
S.A. MASON, LLC notice-filed in OK. IAPD ↗
$528.7M RAUM · 3 reps · 616-355-3500 · sa-mason.com
ComplianceMarketing & brand
45
MISSION CREEK CAPITAL PARTNERS, INC. notice-filed in VA. IAPD ↗
$741.6M RAUM · 10 reps · 415-363-0400 · missioncreekcap.com
ComplianceMarketing & brand
45
RCM WEALTH ADVISORS notice-filed in AR. IAPD ↗
$388.8M RAUM · 12 reps · 866-903-1822 · rcmwa.com
ComplianceMarketing & brand
45
ALTUS WEALTH MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$405.2M RAUM · 5 reps · 859-815-8566 · altuswm.com
ComplianceMarketing & brand
45
APPOMATTOX ADVISORY, INC notice-filed in FL. IAPD ↗
$425.6M RAUM · 4 reps · 212-895-3000 · appomattox.com
ComplianceMarketing & brand
45
SOUTHLAND EQUITY PARTNERS, LLC. notice-filed in TN. IAPD ↗
$891.5M RAUM · 21 reps · 770.998.5879 · longfinancialservices.com
ComplianceMarketing & brand
45
KAIZEN FINANCIAL ADVISORS, LLC notice-filed in CA. IAPD ↗
$283.7M RAUM · 2 reps · 425-321-5800 · kaizenfa.com
ComplianceMarketing & brand
45
BROWN FINANCIAL ADVISORY notice-filed in SC. IAPD ↗
$468.2M RAUM · 6 reps · 251-928-9498
ComplianceMarketing & brand
45
GOODHAVEN CAPITAL MANAGEMENT notice-filed in NY. IAPD ↗
$405.3M RAUM · 2 reps · 305-677-7650 · goodhavenllc.com
ComplianceMarketing & brand
45
MEDALLION WEALTH ADVISORS, LLC notice-filed in WA. IAPD ↗
$516.9M RAUM · 4 reps · 860-967-3032 · medallionwealth.com
ComplianceMarketing & brand
45
WORTH ADVISORS notice-filed in MS. IAPD ↗
$280.7M RAUM · 7 reps · 704-731-0121 · worthadvisors.com
ComplianceMarketing & brand
45
CARSWELL INVESTMENTS, LLC notice-filed in NC. IAPD ↗
$322.5M RAUM · 2 reps · (800) 510-6693
ComplianceMarketing & brand
45
TLWM FINANCIAL notice-filed in AZ. IAPD ↗
$605.4M RAUM · 9 reps · 1-877-348-8822 · tlwmadvisor.com
ComplianceMarketing & brand
45
PHAROS CAPITAL GROUP, LLC notice-filed in CA. IAPD ↗
$629.6M RAUM · 12 reps · 615-234-5522
ComplianceMarketing & brand
45
RADNOR CAPITAL MANAGEMENT, LLC notice-filed in ME. IAPD ↗
$854.8M RAUM · 5 reps · (610) 674-0400
ComplianceMarketing & brand
45
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" notice-filed in NY. IAPD ↗
$393.4M RAUM · 4 reps · 888-500-9267 · pro-visionwealth.com
ComplianceMarketing & brand
45
WILKINS MILLER WEALTH MANAGEMENT, LLC notice-filed in LA. IAPD ↗
$257.5M RAUM · 2 reps · 251-410-6700
ComplianceMarketing & brand
45
CORE WEALTH MANAGEMENT, INC. notice-filed in TX. IAPD ↗
$404.7M RAUM · 3 reps · 561-491-0231 · core-wm.com
ComplianceMarketing & brand
45
AMJ FINANCIAL WEALTH MANAGEMENT LLC notice-filed in NY. IAPD ↗
$481.8M RAUM · 7 reps · 703-466-0477
ComplianceMarketing & brand
45
MWM GROUP LLC notice-filed in PA. IAPD ↗
$431.0M RAUM · 2 reps · 718-696-4000
ComplianceMarketing & brand
45
BRIGHT ROAD WEALTH MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$443.3M RAUM · 10 reps · (907) 339-1555
ComplianceMarketing & brand
45
TIM LOONEY INVESTMENTS, LLC notice-filed in TN. IAPD ↗
$490.3M RAUM · 3 reps · 407-331-6961 · timlooney.com
ComplianceMarketing & brand
45
FORTIS ADVISORS, LLC notice-filed in FL. IAPD ↗
$584.3M RAUM · 3 reps · 610-313-0910
ComplianceMarketing & brand
45
OAK GROVE CAPITAL, LLC notice-filed in AZ. IAPD ↗
$871.0M RAUM · 2 reps · 412-515-8899
ComplianceMarketing & brand
45
STONEBRIDGE FINANCIAL GROUP notice-filed in LA. IAPD ↗
$739.4M RAUM · 5 reps · 855-530-0500
ComplianceMarketing & brand
45
UNIO CAPITAL LLC notice-filed in MA. IAPD ↗
$691.5M RAUM · 6 reps · 212-920-2000
ComplianceMarketing & brand
45
NOVI WEALTH PARTNERS notice-filed in VA. IAPD ↗
$612.8M RAUM · 7 reps · 609-921-7002 · noviwealth.com
ComplianceMarketing & brand
45
FULLCIRCLE WEALTH LLC notice-filed in NV. IAPD ↗
$257.4M RAUM · 2 reps · 972-480-6200
ComplianceMarketing & brand
45
ALJIAN CAPITAL MANAGEMENT notice-filed in TN. IAPD ↗
$627.8M RAUM · 3 reps · 707-230-2158 · aljiancapital.com
ComplianceMarketing & brand
45
WEALTH PRESERVATION ADVISORS, LLC notice-filed in CT. IAPD ↗
$591.6M RAUM · 2 reps · 423-486-9400
ComplianceMarketing & brand
45
QBOX FIDUCIARY SOLUTIONS, LLC notice-filed in FL. IAPD ↗
$429.2M RAUM · 1 reps · 260-328-1889
ComplianceMarketing & brand
45
PRACTICECFO INVESTMENTS notice-filed in NV. IAPD ↗
$401.6M RAUM · 12 reps · 800-675-2712
ComplianceMarketing & brand
45
CLIENT 1ST ADVISORY GROUP notice-filed in OH. IAPD ↗
$511.5M RAUM · 7 reps · 727-450-2301
ComplianceMarketing & brand
45
MBR FINANCIAL notice-filed in TN. IAPD ↗
$956.4M RAUM · 6 reps · 832-667-8787 · mbrfinancial.com
ComplianceMarketing & brand
45
RIVERPOINT WEALTH MANAGEMENT notice-filed in CO. IAPD ↗
$906.2M RAUM · 4 reps · 312-239-1330
ComplianceMarketing & brand
45
JIM SAULNIER & ASSOCIATES, LLC notice-filed in MD. IAPD ↗
$286.4M RAUM · 3 reps · 970-530-0556 · jimhelps.com
ComplianceMarketing & brand
45
PETIX & BOTTE FINANCIAL notice-filed in ID. IAPD ↗
$411.9M RAUM · 3 reps · 619-698-6500
ComplianceMarketing & brand
45
CYPRESS CAPITAL, LLC notice-filed in OR. IAPD ↗
$426.0M RAUM · 7 reps · 615-467-6075 · cypresscapital.com
ComplianceMarketing & brand
45
COLUMBIA ADVISORY PARTNERS, LLC notice-filed in NC. IAPD ↗
$312.6M RAUM · 11 reps · 509-822-3850 · capnorthwest.com
ComplianceMarketing & brand
45
ONE WEALTH MAP, LLC notice-filed in TX. IAPD ↗
$287.4M RAUM · 6 reps · 702-470-2660
ComplianceMarketing & brand
45
KEELER & NADLER FAMILY WEALTH notice-filed in MO. IAPD ↗
$609.9M RAUM · 9 reps · 614-791-4123
ComplianceMarketing & brand
45
AUOUR INVESTMENTS LLC notice-filed in MD. IAPD ↗
$378.0M RAUM · 4 reps · 978-338-4830 · auour.com
ComplianceMarketing & brand
45
SAGE PRIVATE WEALTH GROUP, LLC notice-filed in OH. IAPD ↗
$440.8M RAUM · 3 reps · 630-933-0000
ComplianceMarketing & brand
45
GRANITE BAY WEALTH MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$588.0M RAUM · 6 reps · 603-610-8881
ComplianceMarketing & brand
45
CASTLE ROCK WEALTH MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$587.1M RAUM · 7 reps · 925-478-8800 · crwmadvisors.com
ComplianceMarketing & brand
45
SENECA HOUSE ADVISORS notice-filed in LA. IAPD ↗
$506.1M RAUM · 4 reps · (804) 332-6574 · senecahouseadvisors.com
ComplianceMarketing & brand
45
EQUITA FINANCIAL NETWORK, INC. notice-filed in IL. IAPD ↗
$391.0M RAUM · 15 reps · 800.604.0176
ComplianceMarketing & brand
45
STEWARDSHIP ADVISORS, LLC notice-filed in FL. IAPD ↗
$545.2M RAUM · 10 reps · (717) 492-4787 · mystewardshipadvisor.com
ComplianceMarketing & brand
45
REDWOOD WEALTH MANAGEMENT GROUP, LLC notice-filed in DE. IAPD ↗
$317.2M RAUM · 3 reps · 856-500-2900 · redwoodwmg.com
ComplianceMarketing & brand
45
ALMANACK INVESTMENT PARTNERS notice-filed in WA. IAPD ↗
$945.9M RAUM · 11 reps · 484-580-2277 · whiteknightcapital.net
ComplianceMarketing & brand
45
BECK BODE LLC notice-filed in VA. IAPD ↗
$666.4M RAUM · 16 reps · 617-209-2224
ComplianceMarketing & brand
45
NICHOLAS WEALTH MANAGEMENT notice-filed in NC. IAPD ↗
$739.8M RAUM · 9 reps · 404-890-5606
ComplianceMarketing & brand
45
WHIPPLEWOOD ADVISORS, LLC notice-filed in NM. IAPD ↗
$324.5M RAUM · 6 reps · 303-551-8016
ComplianceMarketing & brand
45
SUMMIT WEALTH PARTNERS, LLC notice-filed in MN. IAPD ↗
$675.7M RAUM · 12 reps · 407-656-2252
ComplianceMarketing & brand
45
ATLATL ADVISERS notice-filed in TX. IAPD ↗
$392.7M RAUM · 7 reps · (608) 351-4500
ComplianceMarketing & brand
45
5C CAPITAL MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$648.1M RAUM · 7 reps · (347) 331-0648 · 5cwealth.com
ComplianceMarketing & brand
45
TEMPUS WEALTH PLANNING, LLC notice-filed in ID. IAPD ↗
$699.4M RAUM · 9 reps · 949-393-2525 · tempuswp.com
ComplianceMarketing & brand
45
TOPEL & DISTASI WEALTH MANAGEMENT, LLC notice-filed in NM. IAPD ↗
$312.1M RAUM · 3 reps · 510-898-1270 · td-wm.com
ComplianceMarketing & brand
45
WINDLE WEALTH notice-filed in CO. IAPD ↗
$251.0M RAUM · 2 reps · 405-261-5202
ComplianceMarketing & brand
45
TRUE FINANCIAL GROUP notice-filed in CO. IAPD ↗
$409.0M RAUM · 2 reps · 512-649-2383 · truefinancialgroup.com
ComplianceMarketing & brand
45
IAMS WEALTH MANAGEMENT, LLC notice-filed in NV. IAPD ↗
$397.2M RAUM · 53 reps · (888)255-7670
ComplianceMarketing & brand
45
ROBBINS FARLEY LLC notice-filed in ME. IAPD ↗
$252.9M RAUM · 4 reps · 603-703-0255
ComplianceMarketing & brand
45
ALL TERRAIN FINANCIAL ADVISORS notice-filed in LA. IAPD ↗
$379.2M RAUM · 4 reps · 612-216-3501 · alltfa.com
ComplianceMarketing & brand
45
PLAN A WEALTH, LLC notice-filed in MO. IAPD ↗
$433.8M RAUM · 6 reps · 402-975-8008
ComplianceMarketing & brand
45
LIFEWORKS ADVISORS, LLC notice-filed in MD. IAPD ↗
$966.7M RAUM · 39 reps · (616) 200-6512
ComplianceMarketing & brand
45
EARLY MCCLINTIC & MCMILLAN, LLC notice-filed in AL. IAPD ↗
$652.2M RAUM · 6 reps · 281-491-5260
ComplianceMarketing & brand
45
GLOBAL FINANCIAL PRIVATE CLIENT notice-filed in VA. IAPD ↗
$828.3M RAUM · 5 reps · 941-441-1624
ComplianceMarketing & brand
45
BAY RIVERS GROUP WEALTH PARTNERS notice-filed in CA. IAPD ↗
$326.2M RAUM · 4 reps · (757) 259-2450
ComplianceMarketing & brand
45
ANDERSON FINANCIAL STRATEGIES, LLC notice-filed in TX. IAPD ↗
$402.1M RAUM · 5 reps · (855)237-4545
ComplianceMarketing & brand
45
FORTIS GROUP ADVISORS LLC notice-filed in AZ. IAPD ↗
$822.4M RAUM · 24 reps · 201-383-0630
ComplianceMarketing & brand
45
FORTY NORTH WEALTH notice-filed in MN. IAPD ↗
$350.6M RAUM · 8 reps · 303-691-1808 · insightassetmgmt.com
ComplianceMarketing & brand
45
MA PRIVATE WEALTH, LLC notice-filed in OR. IAPD ↗
$686.0M RAUM · 5 reps · (650) 232-2021
ComplianceMarketing & brand
45
FORTEM FINANCIAL GROUP, LLC notice-filed in LA. IAPD ↗
$631.9M RAUM · 6 reps · 760-206-8500
ComplianceMarketing & brand
45
BROOKLYN FI, LLC notice-filed in LA. IAPD ↗
$563.1M RAUM · 12 reps · 718-690-3600
ComplianceMarketing & brand
45
WITTLIN ADVISORY notice-filed in MI. IAPD ↗
$348.5M RAUM · 3 reps · 415-696-4044
ComplianceMarketing & brand
45
MASONRY CAPITAL MANAGEMENT, LLC notice-filed in LA. IAPD ↗
$370.5M RAUM · 2 reps · 434-202-3554
ComplianceMarketing & brand
45
ARKFELD WEALTH STRATEGIES, L.L.C. notice-filed in FL. IAPD ↗
$538.0M RAUM · 5 reps · 402-933-1970 · arkfeldwealth.com
ComplianceMarketing & brand
45
VAN CLEMENS WEALTH MANAGEMENT, LLC notice-filed in LA. IAPD ↗
$470.4M RAUM · 24 reps · 612-758-9140 · vanclemens.com
ComplianceMarketing & brand
45
FIRETHORN WEALTH PARTNERS, LLC notice-filed in NJ. IAPD ↗
$671.9M RAUM · 5 reps · 706.426.4243
ComplianceMarketing & brand
45
KAIZEN FINANCIAL STRATEGIES, LLC notice-filed in NY. IAPD ↗
$287.1M RAUM · 5 reps · (408) 819-9010
ComplianceMarketing & brand
45
SKYOAK WEALTH notice-filed in VA. IAPD ↗
$692.7M RAUM · 4 reps · 248-348-6500 · skyoakwealth.com
ComplianceMarketing & brand
45
OPTIMUM QUANTVEST CORPORATION notice-filed in CT. IAPD ↗
$695.1M RAUM · 2 reps · 263-381-5677 · optimumgam.com
ComplianceMarketing & brand
45
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC notice-filed in CO. IAPD ↗
$617.9M RAUM · 3 reps · 504-832-3921 · hubbellstrickland.com
ComplianceMarketing & brand
45
BLUEDOOR PRIVATE WEALTH, LLC notice-filed in CT. IAPD ↗
$337.3M RAUM · 4 reps · 781-810-4604 · bluedoorprivate.com
ComplianceMarketing & brand
45
MONTZ HARCUS WEALTH MANAGEMENT notice-filed in AL. IAPD ↗
$876.3M RAUM · 5 reps · 504-488-3700 · montzharcus.com
ComplianceMarketing & brand
45
CONVERGENCE FINANCIAL notice-filed in MD. IAPD ↗
$904.0M RAUM · 13 reps · (573) 818-2264 · convergencemn.com
ComplianceMarketing & brand
45
EIGER WEALTH MANAGEMENT, LLC notice-filed in UT. IAPD ↗
$338.7M RAUM · 4 reps · 858-769-0100
ComplianceMarketing & brand
45
PAINTED PORCH ADVISORS LLC notice-filed in DC. IAPD ↗
$571.9M RAUM · 13 reps · 805-567-4288 · paintedporchadvisors.com
ComplianceMarketing & brand
45
BALLAST FINANCIAL ADVISORS, LLC notice-filed in NY. IAPD ↗
$342.6M RAUM · 5 reps · 484-266-7281 · anchorcap.net
ComplianceMarketing & brand
45
RESOLUTE CAPITAL, LLC notice-filed in TX. IAPD ↗
$300.8M RAUM · 8 reps · (864) 800-1831 · retiretrunorth.com
ComplianceMarketing & brand
45
VANTAGE POINT FINANCIAL, LLC notice-filed in WI. IAPD ↗
$484.6M RAUM · 17 reps · (331) 204-6212
ComplianceMarketing & brand
45
BLACK KNIGHT WEALTH MANAGEMENT, LLC notice-filed in TN. IAPD ↗
$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com
ComplianceMarketing & brand
45
CORE ADVISORY GROUP notice-filed in VA. IAPD ↗
$338.4M RAUM · 9 reps · 803-323-8706 · kingwealthpartners.com
ComplianceMarketing & brand
45
NORTHSTAR ADVISORY GROUP, LLC notice-filed in IL. IAPD ↗
$377.0M RAUM · 3 reps · 833-226-0400 · thenorthstaradvisorygroup.com
ComplianceMarketing & brand
45
RETIRABLE notice-filed in SD. IAPD ↗
$301.0M RAUM · 12 reps · 833 222 1807
ComplianceMarketing & brand
45
BR WEALTH MANAGEMENT notice-filed in MI. IAPD ↗
$328.8M RAUM · 5 reps · 208-258-2540 · brwealthmgmt.com
ComplianceMarketing & brand
45
KREITLER FINANCIAL LLC notice-filed in CO. IAPD ↗
$584.9M RAUM · 5 reps · 203-867-4396
ComplianceMarketing & brand
45
RISE ADVISORS, LLC notice-filed in VA. IAPD ↗
$441.2M RAUM · 7 reps · 585-565-3444
ComplianceMarketing & brand
45
CARBON COLLECTIVE INVESTING, LLC notice-filed in DE. IAPD ↗
$348.4M RAUM · 4 reps · 925-268-8041 · carboncollectivefunds.com
ComplianceMarketing & brand
45
KEYSTONE FINANCIAL SERVICES notice-filed in CA. IAPD ↗
$379.2M RAUM · 4 reps · 970-744-5408
ComplianceMarketing & brand
45
CONCORD ASSET MANAGEMENT, LLC notice-filed in MD. IAPD ↗
$639.4M RAUM · 2 reps · (276) 628-5910
ComplianceMarketing & brand
45
KURE ADVISORY, LLC notice-filed in WY. IAPD ↗
$259.0M RAUM · 6 reps · (763)559-9213
ComplianceMarketing & brand
45
GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in NM. IAPD ↗
$900.4M RAUM · 18 reps · 734-656-8121
ComplianceMarketing & brand
45
MISSION FINANCIAL GROUP, LLC notice-filed in NH. IAPD ↗
$310.9M RAUM · 5 reps · 808-445-9965 · missionfinancial.com
ComplianceMarketing & brand
45
VISTA FINANCE, LLC notice-filed in TX. IAPD ↗
$320.0M RAUM · 4 reps · 314-518-5240
ComplianceMarketing & brand
45
REGENCY CAPITAL MANAGEMENT INC. notice-filed in LA. IAPD ↗
$364.1M RAUM · 2 reps · 808-451-3193
ComplianceMarketing & brand
45
UNIQUE WEALTH, LLC notice-filed in CO. IAPD ↗
$965.6M RAUM · 12 reps · 813-816-2030 · uniquewealth.com
ComplianceMarketing & brand
45
JMAC ENTERPRISES LLC notice-filed in LA. IAPD ↗
$722.4M RAUM · 3 reps · 267-753-7066 · brickhousestrategicwealth.com
ComplianceMarketing & brand
45
PARAGON PRIVATE WEALTH MANAGEMENT LLC notice-filed in CA. IAPD ↗
$457.9M RAUM · 2 reps · 859-300-3985 · paragonmgmt.com
ComplianceMarketing & brand
45
EVERSTAR ASSET MANAGEMENT, LLC notice-filed in GA. IAPD ↗
$336.7M RAUM · 9 reps · 440-376-1629 · everstarassetmanagement.com
ComplianceMarketing & brand
45
REFRAME WEALTH, LLC notice-filed in NJ. IAPD ↗
$394.8M RAUM · 4 reps · (571) 354-8471 · reframewealth.com
ComplianceMarketing & brand
45
CUSHING CAPITAL PARTNERS, LLC notice-filed in CO. IAPD ↗
$274.7M RAUM · 2 reps · 262-256-0590
ComplianceMarketing & brand
45
TFP MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$273.0M RAUM · 3 reps · 563-359-8783 · truefinancialpartners.com
ComplianceMarketing & brand
45
ROOTED WEALTH ADVISORS notice-filed in MI. IAPD ↗
$408.8M RAUM · 8 reps · 866.766.8332
ComplianceMarketing & brand
45
HAMILTON CAPITAL PARTNERS, LLC notice-filed in CO. IAPD ↗
$444.0M RAUM · 3 reps · 678-802-4974
ComplianceMarketing & brand
45
CONSILIO WEALTH ADVISORS, LLC notice-filed in VA. IAPD ↗
$555.8M RAUM · 7 reps · (206) 533-3670
ComplianceMarketing & brand
45
ALPHA LEONIS PARTNERS, LLC notice-filed in PA. IAPD ↗
$418.4M RAUM · 1 reps · 484-203-2910
ComplianceMarketing & brand
45
THE PITTI GROUP WEALTH MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$374.3M RAUM · 4 reps · (585) 337-4000
ComplianceMarketing & brand
45
BISON CREEK WEALTH MANAGEMENT LLC notice-filed in TX. IAPD ↗
$317.3M RAUM · 1 reps · 4348262029 · bisoncreekwealth.com
ComplianceMarketing & brand
45
FYRA CAPITAL MANAGEMENT notice-filed in NC. IAPD ↗
$504.2M RAUM · 7 reps · 636-573-1212 · fyracapital.com
ComplianceMarketing & brand
45
SMART WEALTH, LLC notice-filed in NC. IAPD ↗
$632.3M RAUM · 17 reps · 402-369-7777
ComplianceMarketing & brand
45
THE LEWIS FINANCIAL GROUP notice-filed in WV. IAPD ↗
$482.4M RAUM · 3 reps · 703-288-1272 · thelewisfinancialgroup.com
ComplianceMarketing & brand
45
SOLIDARITY WEALTH, LLC notice-filed in ID. IAPD ↗
$704.2M RAUM · 8 reps · 385-374-1665 · solidaritywealth.com
ComplianceMarketing & brand
45
WATERSHED PRIVATE WEALTH notice-filed in CA. IAPD ↗
$413.7M RAUM · 3 reps · 630-478-0195 · watershedprivatewealth.com
ComplianceMarketing & brand
45
HERITAGE WEALTH MANAGEMENT, INC. notice-filed in NE. IAPD ↗
$643.4M RAUM · 7 reps · 858-613-9191 · heritagewealthusa.com
ComplianceMarketing & brand
45
SK ADVISOR NETWORK, LLC notice-filed in AZ. IAPD ↗
$271.5M RAUM · 2 reps · (214) 851-8564
ComplianceMarketing & brand
45
DOGWOOD WEALTH MANAGEMENT, LLC notice-filed in AZ. IAPD ↗
$257.2M RAUM · 4 reps · (913) 232-2900
ComplianceMarketing & brand
45
PRESILIUM PRIVATE WEALTH, LLC notice-filed in NH. IAPD ↗
$671.7M RAUM · 3 reps · 215-982-4140 · presiliumpw.com
ComplianceMarketing & brand
45
ALPHA ZERO LLC notice-filed in AZ. IAPD ↗
$269.8M RAUM · 8 reps · (561) 576-2599 · alphazerowealth.com
ComplianceMarketing & brand
45
ACCENT CAPITAL MANAGEMENT, LLC notice-filed in VA. IAPD ↗
$382.7M RAUM · 4 reps · 937-231-0528 · accent-cm.com
ComplianceMarketing & brand
45
TRUEBLOOD WEALTH MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$474.1M RAUM · 2 reps · 419-812-2998 · truebloodwealth.com
ComplianceMarketing & brand
45
RITTER DANIHER FINANCIAL ADVISORY LLC notice-filed in GA. IAPD ↗
$936.5M RAUM · 10 reps · 513-233-0715 · ritterdaniher.com
ComplianceMarketing & brand
45
GEARHART & ASSOCIATES notice-filed in VA. IAPD ↗
$872.6M RAUM · 4 reps · 513-985-3450
ComplianceMarketing & brand
45
BASE WEALTH MANAGEMENT notice-filed in CT. IAPD ↗
$326.3M RAUM · 9 reps · 941-203-6040
ComplianceMarketing & brand
45
ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in NE. IAPD ↗
$984.9M RAUM · 85 reps · 925-272-8850 · encompassmore.com
ComplianceMarketing & brand
45
DODDS WEALTH, LLC notice-filed in WA. IAPD ↗
$706.2M RAUM · 7 reps · 303-539-3900 · doddswealth.com
ComplianceMarketing & brand
45
EAGLE WEALTH STRATEGIES notice-filed in NH. IAPD ↗
$653.8M RAUM · 9 reps · 856-845-4005 · eaglewealthstrategies.com
ComplianceMarketing & brand
45
PRECEDENT WEALTH PARTNERS, LLC notice-filed in FL. IAPD ↗
$685.0M RAUM · 5 reps · (713)244-6450 · precedentwealth.com
ComplianceMarketing & brand
45
ABOUND FINANCIAL notice-filed in LA. IAPD ↗
$428.0M RAUM · 2 reps · 916-846-7780
ComplianceMarketing & brand
45
VISTA INVESTMENT PARTNERS notice-filed in MN. IAPD ↗
$383.1M RAUM · 6 reps · 765-962-5153 · vistainvestment.net
ComplianceMarketing & brand
45
BARE WEALTH ADVISORS notice-filed in NY. IAPD ↗
$662.3M RAUM · 8 reps · 717-407-5200
ComplianceMarketing & brand
45
DELARME WEALTH MANAGEMENT, INC. notice-filed in AZ. IAPD ↗
$256.5M RAUM · 3 reps · (424) 250-1725
ComplianceMarketing & brand
45
JPL WEALTH MANAGEMENT, LLC notice-filed in LA. IAPD ↗
$587.9M RAUM · 3 reps · 855-575-5752 · jplwealthmanagement.com
ComplianceMarketing & brand
45
GRATUS WEALTH ADVISORS LLC notice-filed in SC. IAPD ↗
$822.2M RAUM · 6 reps · 757-909-5500 · gratuswealthadvisors.com
ComplianceMarketing & brand
45
LYNK CAPITAL MANAGEMENT COMPANY, LLC notice-filed in FL. IAPD ↗
$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com
ComplianceMarketing & brand
45
BALANCE WEALTH notice-filed in IN. IAPD ↗
$386.7M RAUM · 9 reps · (800) 551-7787 · balancewealth.com
ComplianceMarketing & brand
45
ADVANTAGE WEALTH PARTNERS notice-filed in DE. IAPD ↗
$675.5M RAUM · 4 reps · 239-561-1155 · advantagewealthpartners.com
ComplianceMarketing & brand
45
FAIRVOY PRIVATE WEALTH, LLC notice-filed in CA. IAPD ↗
$605.1M RAUM · 6 reps · (205)578-6250
ComplianceMarketing & brand
45
OSPREY PRIVATE WEALTH LLC notice-filed in MA. IAPD ↗
$448.4M RAUM · 2 reps · (646) 907-5800
ComplianceMarketing & brand
45
PANORAMIC CAPITAL PARTNERS LLC notice-filed in GA. IAPD ↗
$392.7M RAUM · 6 reps · 503-937-7819
ComplianceMarketing & brand
45
LIFELONG WEALTH ADVISORS, INC. notice-filed in CO. IAPD ↗
$710.4M RAUM · 8 reps · 651-444-6500
ComplianceMarketing & brand
45
RAINIER FAMILY WEALTH, INC. notice-filed in NE. IAPD ↗
$331.5M RAUM · 3 reps · 253-448-2107
ComplianceMarketing & brand
45
ARGENTARII, LLC notice-filed in CA. IAPD ↗
$431.9M RAUM · 5 reps · 5134881600
ComplianceMarketing & brand
45
SYRIOS WEALTH MANAGEMENT GROUP notice-filed in WA. IAPD ↗
$424.6M RAUM · 1 reps · 858-333-6151 · syrioswmg.com
ComplianceMarketing & brand
45
LEGACY CAPITAL notice-filed in LA. IAPD ↗
$273.4M RAUM · 3 reps · (281) 595-1990 · lead-a-legacy.com
ComplianceMarketing & brand
45
LINEPOINT PARTNERS & CO. notice-filed in NV. IAPD ↗
$572.1M RAUM · 3 reps · 323-886-3635 · linepointpartners.com
ComplianceMarketing & brand
45
1808 CAPITAL PARTNERS notice-filed in GA. IAPD ↗
$644.6M RAUM · 4 reps · 336-814-9800 · 1808capital.com
ComplianceMarketing & brand
45
WILKERSON ADVISORY GROUP LLC notice-filed in NE. IAPD ↗
$326.9M RAUM · 4 reps · 573 400 6101 · wilkersonadvisorygroup.com
ComplianceMarketing & brand
45
WARNER WEALTH notice-filed in VA. IAPD ↗
$458.5M RAUM · 7 reps · 203-929-2727 · warnerwealthct.com
ComplianceMarketing & brand
45
ANCHYRA PARTNERS LLC notice-filed in TX. IAPD ↗
$689.2M RAUM · 2 reps · 404-240-8799 · anchyrapartners.com
ComplianceMarketing & brand
45
SANDS CAPITAL HORIZONS, LLC notice-filed in DE. IAPD ↗
$466.9M RAUM · 4 reps · 703-562-4000 · sandscapital.com
ComplianceMarketing & brand
45
ASSET ONE WEALTH MANAGEMENT, LLC notice-filed in PA. IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com
ComplianceMarketing & brand
45
MAXQ ASSET MANAGEMENT LLC notice-filed in CO. IAPD ↗
$407.7M RAUM · 1 reps · 720-452-2343 · maxqam.com
ComplianceMarketing & brand
45
PEARL PLANNING notice-filed in VA. IAPD ↗
$329.2M RAUM · 4 reps · 734.274.6744 · pearlplanning.com
ComplianceMarketing & brand
45
BELLARS HARRIS WEALTH MANAGEMENT notice-filed in SC. IAPD ↗
$505.4M RAUM · 5 reps · 757-704-4200 · bellarsharriswealth.com
ComplianceMarketing & brand
44
PERKINS CAPITAL MANAGEMENT INC notice-filed in AZ, VT. IAPD ↗
$139.0M RAUM · 3 reps · 952-473-8367 · perkinscapital.com
ComplianceMarketing & brand
44
INNOVEST PORTFOLIO SOLUTIONS LLC notice-filed in IL, NE. IAPD ↗
$0 RAUM · 30 reps · 303-694-1900 · innovestinc.com
ComplianceMarketing & brand
44
GUILD INVESTMENT MANAGEMENT, INC. notice-filed in AZ, WA. IAPD ↗
$185.2M RAUM · 3 reps · 310-826-8600 · guildinvestment.com
ComplianceMarketing & brand
44
J.E. SIMMONS & CO., P.C. notice-filed in MI, NC. IAPD ↗
$213.1M RAUM · 2 reps · 972-404-1040 · jesimmons.com
ComplianceMarketing & brand
44
WEALTH MANAGEMENT CORPORATION notice-filed in NY, SC. IAPD ↗
$241.5M RAUM · 3 reps · 850-894-7526 · wealthmanagementcorp.com
ComplianceMarketing & brand
44
ARLINGTON WEALTH MANAGEMENT notice-filed in AZ, LA. IAPD ↗
$235.9M RAUM · 3 reps · 847-670-4030 · arlington-capital.com
ComplianceMarketing & brand
44
D.H. HILL ADVISORS, INC. notice-filed in ND, SD. IAPD ↗
$226.4M RAUM · 17 reps · 832-644-1852 · dhhill.com
ComplianceMarketing & brand
44
VISION CAPITAL & MANAGEMENT notice-filed in MN, NE. IAPD ↗
$144.8M RAUM · 3 reps · 704-894-9639 · visioncapitalmgt.com
ComplianceMarketing & brand
44
CAPITAL FINANCIAL, LLC notice-filed in DC, VA. IAPD ↗
$159.4M RAUM · 2 reps · 301-260-8575 · capfinllc.com
ComplianceMarketing & brand
44
MENTOR CAPITAL MANAGEMENT INC. notice-filed in IN, WI. IAPD ↗
$226.4M RAUM · 4 reps · 312-526-3838 · mentoradvisers.com
ComplianceMarketing & brand
44
ALESSANDRA CAPITAL MANAGEMENT, LLC notice-filed in LA, NV. IAPD ↗
$153.5M RAUM · 2 reps · 310-377-9220
ComplianceMarketing & brand
44
SANDERS & SCOTT, CHFC notice-filed in NC, TN. IAPD ↗
$148.8M RAUM · 2 reps · 770-760-8933 · sandersandscott.com
ComplianceMarketing & brand
44
ARRIVAL CAPITAL MANAGEMENT LLC notice-filed in FL, NH. IAPD ↗
$42.4M RAUM · 1 reps · 212-369-1700 · arrivalcapital.com
ComplianceMarketing & brand
44
ADVANCED ADVISOR GROUP, LLC notice-filed in SD, WI. IAPD ↗
$10.9M RAUM · 11 reps · 763-689-9023
ComplianceMarketing & brand
44
NOVADIUS WEALTH MANAGEMENT notice-filed in FL, IL. IAPD ↗
$168.2M RAUM · 6 reps · 877-365-3837
ComplianceMarketing & brand
44
SKYOAK CAPITAL, INC. notice-filed in NE, NH. IAPD ↗
$219.2M RAUM · 3 reps · 800-971-8070
ComplianceMarketing & brand
44
SIMPLYRIA ADVISOR NETWORK notice-filed in NY, WI. IAPD ↗
$214.9M RAUM · 24 reps · 810-355-1325 · caitlinjohn.com
ComplianceMarketing & brand
44
DAVINCI FINANCIAL DESIGNS notice-filed in CO, NH. IAPD ↗
$222.8M RAUM · 5 reps · 803-741-0134
ComplianceMarketing & brand
44
VALUE INVESTMENT PROFESSIONALS, LLC notice-filed in FL, IL. IAPD ↗
$246.7M RAUM · 4 reps · 646-383-7757 · valueinvestmentprofessionals.com
ComplianceMarketing & brand
44
FELTL ADVISORS notice-filed in ME, OH. IAPD ↗
$165.6M RAUM · 15 reps · 612-492-8800 · feltladvisors.com
ComplianceMarketing & brand
44
LAGUNA WEALTH ADVISORS, LLC notice-filed in AZ, UT. IAPD ↗
$161.2M RAUM · 4 reps · 949 464-4466 · lagunawealth.com
ComplianceMarketing & brand
44
ACCELERATED WEALTH ADVISORS LLC notice-filed in MI, UT. IAPD ↗
$180.5M RAUM · 3 reps · 719-466-5630
ComplianceMarketing & brand
44
RED REEF ADVISORS LLC notice-filed in NY, PA. IAPD ↗
$135.0M RAUM · 3 reps · 561-400-3285 · redreefadvisors.com
ComplianceMarketing & brand
44
KUHN CAPITAL PARTNERS notice-filed in CA, FL. IAPD ↗
$169.9M RAUM · 5 reps · 800-674-3217
ComplianceMarketing & brand
44
GREAT PATH PLANNING notice-filed in GA, NJ. IAPD ↗
$167.2M RAUM · 2 reps · 845-397-7284 · greatpath.com
ComplianceMarketing & brand
44
DAVIMAN FINANCIAL, LLC notice-filed in CA, PA. IAPD ↗
$233.9M RAUM · 3 reps · 317-207-0175
ComplianceMarketing & brand
44
FORTITUDE PRIVATE WEALTH notice-filed in IL, OH. IAPD ↗
$126.5M RAUM · 1 reps · 317-819-8550
ComplianceMarketing & brand
44
EXPAND FINANCIAL GROUP, LLC notice-filed in ID, NY. IAPD ↗
$113.5M RAUM · 6 reps · 916-521-5451 · expandfinancialgroup.com
ComplianceMarketing & brand
44
LONE PEAK ADVISERS notice-filed in CA, NV. IAPD ↗
$125.4M RAUM · 8 reps · 801-855-8886 · lonepeakadvisers.com
ComplianceMarketing & brand
44
EMCEE INVEST notice-filed in OH, TX. IAPD ↗
$0 RAUM · 2 reps · (201) 366-2224
ComplianceMarketing & brand
44
EMISSARY WEALTH notice-filed in FL, NC. IAPD ↗
$185.1M RAUM · 4 reps · 201-853-9103 · emissarywealth.com
ComplianceMarketing & brand
44
WMK INVESTMENT PARTNERS notice-filed in NE, TX. IAPD ↗
$211.0M RAUM · 4 reps · (818) 804-1508 · wmkinvestmentpartners.com
ComplianceMarketing & brand
44
CSP FINANCIAL GROUP LLC notice-filed in DE, MN. IAPD ↗
$119.2M RAUM · 19 reps · 480-600-9626 · cspfgllc.com
ComplianceMarketing & brand
44
VERICREST PRIVATE WEALTH, LLC notice-filed in FL, TX. IAPD ↗
$137.8M RAUM · 1 reps · 1 (888) 902-6366 · vericrestprivatewealth.com
ComplianceMarketing & brand
44
SKYBOUND WEALTH USA notice-filed in CO, MI. IAPD ↗
$166.5M RAUM · 6 reps · 1-346-845-0001
ComplianceMarketing & brand
44
STRATEGIC ADVISORY PARTNERS notice-filed in LA, SC. IAPD ↗
$191.4M RAUM · 4 reps · 336-790-2560
ComplianceMarketing & brand
44
REICON WEALTH ADVISORS, LLC notice-filed in NH, TX. IAPD ↗
$220.1M RAUM · 5 reps · 404-328-2120 · reiconwealthadvisors.com
ComplianceMarketing & brand
44
WINCAP FINANCIAL LLC notice-filed in ME, PA. IAPD ↗
$223.1M RAUM · 6 reps · (617) 590-3250 · wincapfinancial.com
ComplianceMarketing & brand
44
WILKINSON WEALTH MANAGEMENT, LLC notice-filed in CA, FL. IAPD ↗
$164.7M RAUM · 2 reps · 520-777-1911 · wilkinsonwealthmgmt.com
ComplianceMarketing & brand
44
IMPRINT WEALTH LLC notice-filed in ND, UT. IAPD ↗
$131.6M RAUM · 2 reps · (843) 834-314-4313
ComplianceMarketing & brand
44
VIABLE notice-filed in NY, TX. IAPD ↗
$214.2M RAUM · 3 reps · 888-842-2295 · viableplans.com
ComplianceMarketing & brand
44
10ELMS LLP notice-filed in KS, MI. IAPD ↗
$120.6M RAUM · 3 reps · 918-812-7998 · 10elms.com
ComplianceMarketing & brand
44
RSG INVESTMENTS LLC notice-filed in FL, TX. IAPD ↗
$140.5M RAUM · 6 reps · 9136859422
ComplianceMarketing & brand
44
PETERSON ROGERS PRIVATE WEALTH, LLC notice-filed in CA, WY. IAPD ↗
$177.1M RAUM · 3 reps · 8019929783
ComplianceMarketing & brand
44
BACKBONE PLANNING PARTNERS LLC notice-filed in LA, TX. IAPD ↗
$98.4M RAUM · 3 reps · 702569716 · backboneplanning.com
ComplianceMarketing & brand
44
RIGDEN CAPITAL STRATEGIES notice-filed in NH, NY. IAPD ↗
$130.1M RAUM · 6 reps · 303-351-1618
ComplianceMarketing & brand
44
TRIO WEALTH MANAGEMENT, LLC notice-filed in CA, NC. IAPD ↗
$134.0M RAUM · 3 reps · (703) 459-9171 · triowm.com
ComplianceMarketing & brand
44
BLUE JEAN FINANCIAL LLC notice-filed in LA, VA. IAPD ↗
$133.3M RAUM · 7 reps · 518-631-5471
ComplianceMarketing & brand
44
PLANWISER FINANCIAL notice-filed in AZ, LA. IAPD ↗
$169.1M RAUM · 2 reps · 719-822-0808 · planwiser.com
ComplianceMarketing & brand
44
HERMITAGE WEALTH notice-filed in DC, NH. IAPD ↗
$37.5M RAUM · 4 reps · 804-270-7877
ComplianceMarketing & brand
44
THE BYCOFF GROUP LLC notice-filed in CA, NJ. IAPD ↗
$72.6M RAUM · 2 reps · 781-801-5559
ComplianceMarketing & brand
44
ROCK CREEK WEALTH MANAGEMENT notice-filed in CA, TX. IAPD ↗
$101.1M RAUM · 3 reps · 503-505-7000 · rockcreekwm.com
ComplianceMarketing & brand
44
SHERPA CAPITAL MANAGEMENT notice-filed in NY, PA. IAPD ↗
$107.5M RAUM · 2 reps · 302-235-1284
ComplianceMarketing & brand
44
RIGHTOAK ASSET MANAGEMENT, LLC notice-filed in KY, MD. IAPD ↗
$111.9M RAUM · 6 reps · 517-306-4884 · revard.money
ComplianceMarketing & brand
44
3ROOTS WEALTH PARTNERS LLC notice-filed in NY, PA. IAPD ↗
$92.6M RAUM · 3 reps · 402-980-1525
ComplianceMarketing & brand
44
ENDURE CAPITAL, LLC notice-filed in IL, IN. IAPD ↗
$106.9M RAUM · 1 reps · 949-341-4800 · endure-capital.com
ComplianceMarketing & brand
42
QUINT CAPITAL MANAGEMENT notice-filed in AL. IAPD ↗
$162.1M RAUM · 15 reps · 212-682-5090
ComplianceMarketing & brand
42
LEEB CAPITAL MANAGEMENT, INC. notice-filed in MA. IAPD ↗
$111.9M RAUM · 3 reps · 212-653-1504
ComplianceMarketing & brand
42
INVESTOR ADVISORY GROUP notice-filed in TX. IAPD ↗
$172.1M RAUM · 4 reps · 704-366-1120 · theiag.com
ComplianceMarketing & brand
42
HANSEATIC MANAGEMENT SERVICES INC notice-filed in CO. IAPD ↗
$174.0M RAUM · 4 reps · 505-828-2824
ComplianceMarketing & brand
42
VICTORY WEALTH PARTNERS notice-filed in NE. IAPD ↗
$102.5M RAUM · 5 reps · 856-464-3100
ComplianceMarketing & brand
42
MONTICELLO ASSOCIATES, LLC notice-filed in MD. IAPD ↗
$0 RAUM · 31 reps · 303-572-6300
ComplianceMarketing & brand
42
FAIRBANKS CAPITAL MANAGEMENT, INC. notice-filed in TX. IAPD ↗
$210.6M RAUM · 3 reps · (858) 759-0617 · qualitygrowth.com
ComplianceMarketing & brand
42
SILER WEALTH MANAGEMENT notice-filed in NC. IAPD ↗
$188.6M RAUM · 5 reps · 407-831-8002 · silerwealth.com
ComplianceMarketing & brand
42
HILLMAN CAPITAL MANAGEMENT INC notice-filed in OH. IAPD ↗
$195.9M RAUM · 2 reps · 240-744-4500 · hillmancapital.com
ComplianceMarketing & brand
42
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. notice-filed in PR. IAPD ↗
$41.3M RAUM · 5 reps · 253-815-6564 · americannw.com
ComplianceMarketing & brand
42
MEADOWBROOK WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$110.1M RAUM · 2 reps · 888-888-5250 · meadowbrookwealth.com
ComplianceMarketing & brand
42
LIBERTY FINANCIAL GROUP, INC. notice-filed in FL. IAPD ↗
$194.3M RAUM · 1 reps · 262-785-1377
ComplianceMarketing & brand
42
SUMNICHT & ASSOCIATES, LLC notice-filed in AZ. IAPD ↗
$107.9M RAUM · 3 reps · 920-731-4455 · sumnicht.com
ComplianceMarketing & brand
42
SARATOGA CAPITAL MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$138.8M RAUM · 3 reps · 623-266-4567
ComplianceMarketing & brand
42
SMITH PARTNERS WEALTH MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$196.1M RAUM · 2 reps · 336 272 9488 · smithpartnerswealth.com
ComplianceMarketing & brand
42
GEORGE M. HILLER COMPANIES, LLC notice-filed in AR. IAPD ↗
$183.0M RAUM · 5 reps · 404-365-0222 · georgehiller.com
ComplianceMarketing & brand
42
INTEGRA FINANCIAL, INC. notice-filed in NV. IAPD ↗
$123.4M RAUM · 4 reps · 303-220-5525
ComplianceMarketing & brand
42
GREGORY LYLE & CO. notice-filed in ID. IAPD ↗
$192.2M RAUM · 1 reps · 425-455-4545
ComplianceMarketing & brand
42
PROFOCUS INCORPORATED notice-filed in DC. IAPD ↗
$156.5M RAUM · 2 reps · 480-598-9960 · profocus.com
ComplianceMarketing & brand
42
DESMOND WEALTH MANAGEMENT, INC. notice-filed in TX. IAPD ↗
$145.0M RAUM · 2 reps · (925) 932-1994 · desmondwealth.com
ComplianceMarketing & brand
42
SEAMANS CAPITAL MANAGEMENT, LLC notice-filed in OR. IAPD ↗
$170.7M RAUM · 2 reps · 781-890-5225 · seamansholdings.com
ComplianceMarketing & brand
42
MUTUAL TRUST ASSET MGMT., INC. notice-filed in TN. IAPD ↗
$58.4M RAUM · 4 reps · 813-264-0440
ComplianceMarketing & brand
42
PHILADELPHIA INVESTMENT PARTNERS, LLC notice-filed in DE. IAPD ↗
$176.0M RAUM · 2 reps · 856-210-6779 · piplp.com
ComplianceMarketing & brand
42
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC notice-filed in SC. IAPD ↗
$135.2M RAUM · 19 reps · 630-241-1122 · chicagomanagement.com
ComplianceMarketing & brand
42
WALLSTREETI.COM notice-filed in CA. IAPD ↗
$105.2M RAUM · 1 reps · 855-888-9255
ComplianceMarketing & brand
42
ALLISON INVESTMENT MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$170.4M RAUM · 2 reps · 803-806-8400 · allinvmgt.com
ComplianceMarketing & brand
42
INTERACTIVE FINANCIAL ADVISORS notice-filed in MO. IAPD ↗
$240.4M RAUM · 33 reps · 630-472-1300 · someonewhocares.com
ComplianceMarketing & brand
42
HEYDORN STONE CAPITAL MANAGEMENT LLC notice-filed in CT. IAPD ↗
$142.0M RAUM · 2 reps · 914-752-5300 · heydornstone.com
ComplianceMarketing & brand
42
GODFREY FINANCIAL ASSOCIATES, INC. notice-filed in PA. IAPD ↗
$182.5M RAUM · 3 reps · 518-767-2574
ComplianceMarketing & brand
42
ENGLESON & ASSOCIATES notice-filed in NJ. IAPD ↗
$114.5M RAUM · 4 reps · 585-424-6150
ComplianceMarketing & brand
42
SPECTRUM FINANCIAL RESOURCES notice-filed in NE. IAPD ↗
$235.3M RAUM · 5 reps · 248-643-0033
ComplianceMarketing & brand
42
KCD FINANCIAL, INC. notice-filed in OR. IAPD ↗
$202.1M RAUM · 27 reps · 920-347-3400 · kcdfinancial.com
ComplianceMarketing & brand
42
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC notice-filed in GA. IAPD ↗
$157.1M RAUM · 3 reps · 601-898-8069 · davenportwattsdrake.com
ComplianceMarketing & brand
42
W & S MANAGEMENT SERVICES, INC. notice-filed in SC. IAPD ↗
$166.0M RAUM · 4 reps · 585-720-9971 · wandsmgmt.com
ComplianceMarketing & brand
42
CONTEGO CAPITAL GROUP, INC. notice-filed in IA. IAPD ↗
$88.0M RAUM · 8 reps · 952-697-2570 · contegocap.com
ComplianceMarketing & brand
42
YDREAM FINANCIAL SERVICES, INC. notice-filed in FL. IAPD ↗
$128.1M RAUM · 1 reps · 734-447-5305
ComplianceMarketing & brand
42
FINANCIAL LIFE PLANNERS notice-filed in WA. IAPD ↗
$208.4M RAUM · 3 reps · 480-477-8530
ComplianceMarketing & brand
42
CYPRESS CAPITAL MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$121.7M RAUM · 2 reps · 307-674-1770 · cypresscapitalmanagement.com
ComplianceMarketing & brand
42
MCDERMOTT INVESTMENT ADVISORS, LLC notice-filed in GA. IAPD ↗
$203.3M RAUM · 10 reps · (610) 882-1460 · mcdermottadvisors.com
ComplianceMarketing & brand
42
OUTLOOK CAPITAL MANAGEMENT, LLC notice-filed in NV. IAPD ↗
$147.4M RAUM · 2 reps · 847-797-0600 · outlookcapitalmanagement.com
ComplianceMarketing & brand
42
CONWAY CAPITAL MANAGEMENT, INC. notice-filed in MA. IAPD ↗
$231.9M RAUM · 1 reps · 213-434-1145
ComplianceMarketing & brand
42
PROSPECT FINANCIAL GROUP LLC notice-filed in TX. IAPD ↗
$204.4M RAUM · 1 reps · (703) 852-9673 · prospect-group.com
ComplianceMarketing & brand
42
GLAXIS CAPITAL MANAGEMENT, LLC notice-filed in NC. IAPD ↗
$160.8M RAUM · 4 reps · (941) 556 5333 · glaxisllc.com
ComplianceMarketing & brand
42
WARREN CAPITAL GROUP notice-filed in FL. IAPD ↗
$131.0M RAUM · 3 reps · 8542468881
ComplianceMarketing & brand
42
FRANCO FINANCIAL ADVISORS, INC. notice-filed in TX. IAPD ↗
$72.0M RAUM · 2 reps · 212-877-1576
ComplianceMarketing & brand
42
VIDA WEALTH PARTNERS, INC. notice-filed in TX. IAPD ↗
$129.6M RAUM · 1 reps · 805-962-8455 · vidawealthpartners.com
ComplianceMarketing & brand
42
HONU WEALTH MANAGEMENT notice-filed in NH. IAPD ↗
$161.8M RAUM · 4 reps · (650) 917-3400
ComplianceMarketing & brand
42
SENSENIG CAPITAL ADVISORS, INC. notice-filed in FL. IAPD ↗
$212.9M RAUM · 3 reps · 610-584-9700 · sensenigcapital.com
ComplianceMarketing & brand
42
QUANTITATIVE ASSET MANAGEMENT, LLC notice-filed in CA. IAPD ↗
$187.4M RAUM · 2 reps · 952-476-7855 · qamgmt.com
ComplianceMarketing & brand
42
DAVIS FINANCIAL MANAGEMENT, INC. notice-filed in HI. IAPD ↗
$144.6M RAUM · 1 reps · (913) 890-7279 · davisfinancialmanagement.com
ComplianceMarketing & brand
42
ROOKWOOD WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$205.4M RAUM · 1 reps · 513-871-7815
ComplianceMarketing & brand
42
NOBLEBRIDGE WEALTH notice-filed in LA. IAPD ↗
$214.5M RAUM · 7 reps · 1-866-798-0354
ComplianceMarketing & brand
42
SKYLINE FINANCIAL NORTHWEST notice-filed in TX. IAPD ↗
$148.3M RAUM · 3 reps · 888-739-7369 · skylinefinancialnw.com
ComplianceMarketing & brand
42
SNOWCAP CAPITAL MANAGEMENT notice-filed in CO. IAPD ↗
$238.9M RAUM · 2 reps · 214-739-2025 · snowcapmanagement.com
ComplianceMarketing & brand
42
KJ CAPITAL MANAGEMENT LLC notice-filed in FL. IAPD ↗
$107.0M RAUM · 1 reps · 212-879-7498 · kjcapitalmanagement.com
ComplianceMarketing & brand
42
DRAPER ASSET MANAGEMENT, LLC notice-filed in NC. IAPD ↗
$231.0M RAUM · 6 reps · 631-361-4925 · draperasset.com
ComplianceMarketing & brand
42
INFINIUM INVESTMENT ADVISORS, LLC notice-filed in FL. IAPD ↗
$131.4M RAUM · 2 reps · 720- 253-1818 · infiniumadvisors.com
ComplianceMarketing & brand
42
BERKELEY CAPITAL MANAGEMENT, LLC notice-filed in NE. IAPD ↗
$128.5M RAUM · 3 reps · (785) 472-2375 · berkeleycapitalmanagement.com
ComplianceMarketing & brand
42
CHELSEA ADVISORY SERVICES, INC notice-filed in VA. IAPD ↗
$147.4M RAUM · 25 reps · 718-967-8400 · chfs.com
ComplianceMarketing & brand
42
LANIER ASSET MANAGEMENT, LLC notice-filed in TX. IAPD ↗
$147.4M RAUM · 1 reps · 502-909-1100
ComplianceMarketing & brand
42
KDM WEALTH MANAGEMENT INC. notice-filed in FL. IAPD ↗
$112.2M RAUM · 3 reps · (630) 232-9097
ComplianceMarketing & brand
42
PRINCIPIA WEALTH ADVISORY, LLC notice-filed in LA. IAPD ↗
$225.0M RAUM · 4 reps · 214-775-0899 · pwadvisory.com
ComplianceMarketing & brand
42
DOWNING STREET WEALTH MANAGEMENT LLC notice-filed in AZ. IAPD ↗
$175.6M RAUM · 2 reps · 720-360-0886 · downing-st.com
ComplianceMarketing & brand
42
1650 WEALTH MANAGEMENT, LLC notice-filed in NH. IAPD ↗
$119.7M RAUM · 1 reps · 800-658-9560
ComplianceMarketing & brand
42
REYES FINANCIAL ARCHITECTURE INC. notice-filed in MD. IAPD ↗
$196.2M RAUM · 4 reps · 858-597-1966 · reyesplan.com
ComplianceMarketing & brand
42
MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC notice-filed in NY. IAPD ↗
$199.3M RAUM · 2 reps · 415-322-6200 · mountainlakeinvest.com
ComplianceMarketing & brand
42
GREENWOOD INVESTORS LLC notice-filed in CA. IAPD ↗
$179.8M RAUM · 2 reps · 212-920-4207 · gwinvestors.com
ComplianceMarketing & brand
42
AVOCET CAPITAL MANAGEMENT LLC notice-filed in FL. IAPD ↗
$157.8M RAUM · 2 reps · 312-925-0152 · avocetcapital.com
ComplianceMarketing & brand
42
SERVO WEALTH MANAGEMENT LLC notice-filed in NH. IAPD ↗
$173.8M RAUM · 1 reps · (405) 384-5132
ComplianceMarketing & brand
42
HIGHPASS ASSET MANAGEMENT LLC notice-filed in FL. IAPD ↗
$218.2M RAUM · 2 reps · 303-357-4602 · highpassasset.com
ComplianceMarketing & brand
42
PEAPOD LANE CAPITAL LLC notice-filed in FL. IAPD ↗
$108.2M RAUM · 2 reps · 212-265-8940 · peapodlane.com
ComplianceMarketing & brand
42
SHADOWRIDGE ASSET MANAGEMENT, LLC notice-filed in NC. IAPD ↗
$126.7M RAUM · 7 reps · 888-434-1427
ComplianceMarketing & brand
42
INVESTMENT MANAGERS GROUP, LLC notice-filed in NH. IAPD ↗
$116.8M RAUM · 2 reps · 951-225-3260 · investmentmanagersgroup.com
ComplianceMarketing & brand
42
DONALIES FINANCIAL PLANNING, LLC notice-filed in VT. IAPD ↗
$204.5M RAUM · 4 reps · 240-888-2573 · donaliesfp.com
ComplianceMarketing & brand
42
MARSTONE LLC notice-filed in CO. IAPD ↗
$2.8M RAUM · 2 reps · 212.203.7790
ComplianceMarketing & brand
42
SUMMER CREEK WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$50.8M RAUM · 1 reps · 518-867-5620
ComplianceMarketing & brand
42
SEVERIN INVESTMENTS LLC notice-filed in NH. IAPD ↗
$141.9M RAUM · 5 reps · 314-983-2707
ComplianceMarketing & brand
42
STRIDE INVESTMENTS, LLC notice-filed in OR. IAPD ↗
$200.9M RAUM · 4 reps · 312-767-9166
ComplianceMarketing & brand
42
INTEGRITY WEALTH PARTNERS, LLC notice-filed in FL. IAPD ↗
$193.9M RAUM · 2 reps · 925-300-3222
ComplianceMarketing & brand
42
VANDERPOL INVESTMENTS L.L.C. notice-filed in TX. IAPD ↗
$118.1M RAUM · 3 reps · (616) 315-2550
ComplianceMarketing & brand
42
WEALTH TEAMS ALLIANCE notice-filed in NJ. IAPD ↗
$223.9M RAUM · 12 reps · 877-282-4768 · wealth-teams.com
ComplianceMarketing & brand
42
HIPPOCRATIC FINANCIAL ADVISORS notice-filed in NV. IAPD ↗
$229.0M RAUM · 5 reps · 866-447-2380
ComplianceMarketing & brand
42
ALLUVIAL CAPITAL MANAGEMENT, LLC notice-filed in IL. IAPD ↗
$172.6M RAUM · 1 reps · 412-368-2321 · alluvialcapital.com
ComplianceMarketing & brand
42
HAHN FINANCIAL GROUP notice-filed in OK. IAPD ↗
$188.7M RAUM · 9 reps · 605-275-3600 · hahnfinancialgroup.com
ComplianceMarketing & brand
42
FINANCIAL PARTNERS, LLC notice-filed in CO. IAPD ↗
$181.7M RAUM · 3 reps · 505-795-7910 · financialpartnersnm.com
ComplianceMarketing & brand
42
REVOLUTION PARTNERS, LLC notice-filed in IN. IAPD ↗
$115.1M RAUM · 4 reps · 901-421-6300
ComplianceMarketing & brand
42
SOUNDHAVEN CAPITAL MANAGEMENT notice-filed in NY. IAPD ↗
$202.1M RAUM · 2 reps · 818-292-1474 · soundhavencapital.com
ComplianceMarketing & brand
42
KENNEDY WEALTH & TAX MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$215.5M RAUM · 1 reps · (203) 264-1200
ComplianceMarketing & brand
42
YES WEALTH MANAGEMENT notice-filed in NE. IAPD ↗
$127.5M RAUM · 3 reps · (651) 426-5854
ComplianceMarketing & brand
42
TACTIVEST, LLC notice-filed in AZ. IAPD ↗
$144.0M RAUM · 1 reps · (415) 752-7311 · tactivest.com
ComplianceMarketing & brand
42
PENSERRA GLOBAL INVESTORS LLC notice-filed in WA. IAPD ↗
$96.2M RAUM · 10 reps · 800-456-8850 · penserra.com
ComplianceMarketing & brand
42
EMERALD ASSET MANAGEMENT, INC. notice-filed in FL. IAPD ↗
$120.8M RAUM · 2 reps · 252-443-7616 · emeraldam.com
ComplianceMarketing & brand
42
WEATHERHELM CAPITAL MANAGEMENT LLC notice-filed in TN. IAPD ↗
$90.6M RAUM · 2 reps · 518-407-3886 · weatherhelm.com
ComplianceMarketing & brand
42
ARK ROYAL WEALTH MANAGEMENT LLC notice-filed in CA. IAPD ↗
$169.3M RAUM · 3 reps · 919-710-8665 · ark-wealth.com
ComplianceMarketing & brand
42
CLOCKWISE CAPITAL LLC notice-filed in CA. IAPD ↗
$71.5M RAUM · 2 reps · (305) 200-8800
ComplianceMarketing & brand
42
BRIA CAPITAL GROUP, LLC notice-filed in CO. IAPD ↗
$155.1M RAUM · 3 reps · 813-448-1122 · briacg.com
ComplianceMarketing & brand
42
COSTELLO FINANCIAL PLANNING, INC. notice-filed in VT. IAPD ↗
$217.1M RAUM · 2 reps · 847-894-2067 · costellofinancialplanning.com
ComplianceMarketing & brand
42
TUVE INVESTMENT MANAGEMENT, INC. notice-filed in MN. IAPD ↗
$147.7M RAUM · 2 reps · 319-235-0075 · tuveinvestments.com
ComplianceMarketing & brand
42
CYR FINANCIAL INC. notice-filed in UT. IAPD ↗
$180.5M RAUM · 5 reps · (815) 925-7501
ComplianceMarketing & brand
42
SIMMONS CAPITAL GROUP notice-filed in GA. IAPD ↗
$213.0M RAUM · 8 reps · (518) 406-5624 · simmonscapitalgroup.com
ComplianceMarketing & brand
42
MARSH WEALTH MANAGEMENT, LLC notice-filed in NC. IAPD ↗
$182.3M RAUM · 3 reps · 865-622-2162
ComplianceMarketing & brand
42
FIRST AMERICAN ASSET ADVISORY, LLC notice-filed in SC. IAPD ↗
$191.8M RAUM · 6 reps · (516) 622-3100 · firstaaa.com
ComplianceMarketing & brand
42
YFP WEALTH notice-filed in MA. IAPD ↗
$53.2M RAUM · 4 reps · 614-618-5901
ComplianceMarketing & brand
42
FIGURE 8 INVESTMENT STRATEGIES LLC notice-filed in MT. IAPD ↗
$233.4M RAUM · 7 reps · (208) 385-0078
ComplianceMarketing & brand
42
JEMMA FINANCIAL SERVICES notice-filed in DC. IAPD ↗
$139.8M RAUM · 5 reps · (855) 662-2121 · jemmafinancial.com
ComplianceMarketing & brand
42
HIGH PINES WEALTH MANAGEMENT LLC notice-filed in OR. IAPD ↗
$184.0M RAUM · 2 reps · (617) 580-3141
ComplianceMarketing & brand
42
STRATEGIC WEALTH ADVISORS GROUP, INC. notice-filed in TX. IAPD ↗
$206.7M RAUM · 6 reps · 586-203-2275 · swaganalysis.com
ComplianceMarketing & brand
42
FITHIAN LLC notice-filed in TX. IAPD ↗
$136.2M RAUM · 3 reps · 212-593-2828 · fithianllc.com
ComplianceMarketing & brand
42
LEVATUS LLC notice-filed in VA. IAPD ↗
$173.9M RAUM · 3 reps · (617) 505-4710
ComplianceMarketing & brand
42
HERITAGE FINANCIAL COUNSELORS, LLC notice-filed in NY. IAPD ↗
$235.9M RAUM · 4 reps · 862-579-2899
ComplianceMarketing & brand
42
ENTRUITY WEALTH, LLC notice-filed in ID. IAPD ↗
$171.3M RAUM · 2 reps · 661-368-8994
ComplianceMarketing & brand
42
EMERGENT FINANCIAL SERVICES, LLC. notice-filed in NJ. IAPD ↗
$195.2M RAUM · 4 reps · 434-260-1690 · emergentfs.com
ComplianceMarketing & brand
42
COLUMBIA RIVER FINANCIAL GROUP notice-filed in CA. IAPD ↗
$194.8M RAUM · 4 reps · 3603353350
ComplianceMarketing & brand
42
BRAVIAS FINANCIAL notice-filed in MD. IAPD ↗
$212.0M RAUM · 7 reps · 732-702-2600
ComplianceMarketing & brand
42
PRATO CAPITAL MANAGEMENT notice-filed in MA. IAPD ↗
$224.6M RAUM · 3 reps · 914-930-6871
ComplianceMarketing & brand
42
SACKETT WEALTH ADVISORS, INC. notice-filed in LA. IAPD ↗
$212.3M RAUM · 5 reps · (714) 671-9330 · sackettwealth.com
ComplianceMarketing & brand
42
VANWEELDEN WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$136.5M RAUM · 2 reps · (513) 942-8961
ComplianceMarketing & brand
42
MCALISTER, SWEET & ASSOCIATES, INC. notice-filed in FL. IAPD ↗
$224.2M RAUM · 3 reps · 281-897-0700 · msamsa.net
ComplianceMarketing & brand
42
SIGNIFICANT WEALTH PARTNERS LLC notice-filed in WI. IAPD ↗
$126.1M RAUM · 5 reps · (847) 639-7830
ComplianceMarketing & brand
42
GREAT GABLE WEALTH MANAGEMENT, LLC notice-filed in GA. IAPD ↗
$220.5M RAUM · 3 reps · 415-986-1116
ComplianceMarketing & brand
42
TRANQUILLI FINANCIAL ADVISOR, LLC notice-filed in MO. IAPD ↗
$199.4M RAUM · 2 reps · (908) 730-6234
ComplianceMarketing & brand
42
DIMENSIONS WEALTH MANAGEMENT, LLC notice-filed in FL. IAPD ↗
$152.1M RAUM · 1 reps · (916) 330 - 4108 · dimensionswm.com
ComplianceMarketing & brand
42
MAVEN CAPITAL PARTNERS, LLC notice-filed in TX. IAPD ↗
$152.9M RAUM · 4 reps · 404-798-7612
ComplianceMarketing & brand
42
RETIREMITTEN FINANCIAL LLC notice-filed in NY. IAPD ↗
$213.8M RAUM · 4 reps · 248-935-0470 · retiremitten.com
ComplianceMarketing & brand
42
K2 FINANCIAL INC. notice-filed in NV. IAPD ↗
$191.6M RAUM · 8 reps · 626-553-6113
ComplianceMarketing & brand
42
BONE FIDE WEALTH notice-filed in CO. IAPD ↗
$126.7M RAUM · 2 reps · 212-390-1161
ComplianceMarketing & brand
42
AEGIS WEALTH MANAGEMENT, INC. notice-filed in NJ. IAPD ↗
$216.5M RAUM · 27 reps · (833) 483-8383 · oakwayfinancial.com
ComplianceMarketing & brand
42
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC notice-filed in PA. IAPD ↗
$207.4M RAUM · 5 reps · 609-945-1772 · wkswa.com
ComplianceMarketing & brand
42
THE ARANDA GROUP ADVISORS, LLC notice-filed in MD. IAPD ↗
$233.7M RAUM · 5 reps · 215-576-6666 · arandagroup.com
ComplianceMarketing & brand
42
CAPITAL CS GROUP, LLC notice-filed in NJ. IAPD ↗
$227.3M RAUM · 3 reps · 949-447-5405
ComplianceMarketing & brand
42
ABUNDO WEALTH notice-filed in RI. IAPD ↗
$0 RAUM · 11 reps · 612-502-5806
ComplianceMarketing & brand
42
SOARING INVESTMENT MANAGEMENT, LLC notice-filed in NY. IAPD ↗
$112.5M RAUM · 3 reps · (503) 433-7946 · soaringinvestmentmanagement.com
ComplianceMarketing & brand
42
SEBETIC ADVISORS, LLC notice-filed in CT. IAPD ↗
$94.4M RAUM · 1 reps · 516 754-2150 · sebeticadvisors.com
ComplianceMarketing & brand
42
ILLUMINATE WEALTH MANAGEMENT notice-filed in TN. IAPD ↗
$167.6M RAUM · 2 reps · 847-595-1315 · illuminatewm.com
ComplianceMarketing & brand
42
KUHN & COMPANY INVESTMENT COUNSEL, LLC notice-filed in VA. IAPD ↗
$182.7M RAUM · 3 reps · 630-416-7700
ComplianceMarketing & brand
42
ANT MONEY ADVISORS notice-filed in CA. IAPD ↗
$0 RAUM · 1 reps · 949-629-4210 · antmoneyadvisors.com
ComplianceMarketing & brand
42
SILICON BEACH WEALTH, LLC notice-filed in NY. IAPD ↗
$190.1M RAUM · 3 reps · (424) 272-1638
ComplianceMarketing & brand
42
LSB WEALTH MANAGEMENT notice-filed in TX. IAPD ↗
$228.8M RAUM · 11 reps · 515-327-9922 · mylsbcapital.com
ComplianceMarketing & brand
42
DIAMOND CLIENT GROUP, LLC notice-filed in CA. IAPD ↗
$185.8M RAUM · 11 reps · 832-319-1555
ComplianceMarketing & brand
42
CITY DIFFERENT INVESTMENTS notice-filed in MI. IAPD ↗
$244.4M RAUM · 9 reps · 505-416-4550
ComplianceMarketing & brand
42
TETON WEALTH GROUP LLC notice-filed in OK. IAPD ↗
$204.0M RAUM · 8 reps · 844-838-6600 · retireteton.com
ComplianceMarketing & brand
42
SHINING ROCK ADVISORS LLC notice-filed in TX. IAPD ↗
$153.8M RAUM · 2 reps · 828-380-0071 · shiningrockadvisors.com
ComplianceMarketing & brand
42
GILPIN WEALTH MANAGEMENT LLC notice-filed in NV. IAPD ↗
$227.2M RAUM · 4 reps · 720-893-2800 · gilpinwealth.com
ComplianceMarketing & brand
42
AHARA ADVISORS notice-filed in NY. IAPD ↗
$185.4M RAUM · 2 reps · 412-908-0844
ComplianceMarketing & brand
42
CABIN ADVISORS, LLC notice-filed in NH. IAPD ↗
$220.2M RAUM · 13 reps · 913-933-3351 · financialarchitects.com
ComplianceMarketing & brand
42
Q2 WEALTH MANAGEMENT notice-filed in SC. IAPD ↗
$123.5M RAUM · 3 reps · 859-216-2169 · q2wealth.com
ComplianceMarketing & brand
42
TRG INVESTMENT ADVISORS, LLC notice-filed in CO. IAPD ↗
$167.1M RAUM · 6 reps · 800-222-6016
ComplianceMarketing & brand
42
AVAIL INVESTMENT PARTNERS, LLC notice-filed in CA. IAPD ↗
$184.5M RAUM · 6 reps · 814-996-7206
ComplianceMarketing & brand
42
INVESTOR'S ADVANTAGE notice-filed in LA. IAPD ↗
$98.7M RAUM · 1 reps · 469-569-2145
ComplianceMarketing & brand
42
OPTIMIZE FINANCIAL INC. notice-filed in NY. IAPD ↗
$221.7M RAUM · 3 reps · 949-471-0000
ComplianceMarketing & brand
42
ARK WEALTH MANAGEMENT notice-filed in NC. IAPD ↗
$216.0M RAUM · 2 reps · 512-660-5703 · arkfinancial.com
ComplianceMarketing & brand
42
DANER WEALTH MANAGEMENT, LLC notice-filed in SC. IAPD ↗
$201.7M RAUM · 2 reps · 404-915-0128 · danerwealth.com
ComplianceMarketing & brand
42
RIDGELINE PRIVATE WEALTH notice-filed in WI. IAPD ↗
$172.8M RAUM · 4 reps · 480-779-0127
ComplianceMarketing & brand
42
FILIGREE WEALTH ADVISORS, LLC notice-filed in TX. IAPD ↗
$209.1M RAUM · 3 reps · 949-989-2527
ComplianceMarketing & brand
42
TRIPLETAIL WEALTH MANAGEMENT notice-filed in NH. IAPD ↗
$132.1M RAUM · 2 reps · 407-286-4072 · tripletailwealth.com
ComplianceMarketing & brand
42
ONESOURCE WEALTH MANAGEMENT notice-filed in NV. IAPD ↗
$149.8M RAUM · 2 reps · 9169673500 · wisemoneyguys.com
ComplianceMarketing & brand
42
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC notice-filed in MI. IAPD ↗
$178.9M RAUM · 3 reps · 847-983-0123 · mirrettiperryman.com
ComplianceMarketing & brand
42
NEIL JESANI WEALTH MANAGEMENT notice-filed in NY. IAPD ↗
$194.2M RAUM · 5 reps · (954) 800-0460
ComplianceMarketing & brand
42
CROWN POINT WEALTH ADVISORS notice-filed in LA. IAPD ↗
$185.5M RAUM · 3 reps · 541-386-2792
ComplianceMarketing & brand
42
ENTRUST INVESTMENT SERVICES, INC notice-filed in CO. IAPD ↗
$141.1M RAUM · 2 reps · 408-429-8444
ComplianceMarketing & brand
42
HOBBS WEALTH MANAGEMENT notice-filed in TX. IAPD ↗
$146.7M RAUM · 1 reps · 317-559-2940 · hobbswealth.com
ComplianceMarketing & brand
42
APFORIA notice-filed in PA. IAPD ↗
$101.9M RAUM · 9 reps · (833) 780-2487
ComplianceMarketing & brand
42
FINANCIAL MANAGEMENT ASSOCIATES, LLC notice-filed in TX. IAPD ↗
$135.8M RAUM · 1 reps · 978-687-2867 · fmallc.com
ComplianceMarketing & brand
42
EVANSBROOK CAPITAL MANAGEMENT notice-filed in MI. IAPD ↗
$225.7M RAUM · 2 reps · 917-406-9128 · evansbrook.com
ComplianceMarketing & brand
42
LONGEVITY CAPITAL MANAGEMENT notice-filed in AZ. IAPD ↗
$184.2M RAUM · 1 reps · 805-917-6771 · longevitycapitalmgmt.com
ComplianceMarketing & brand
42
ALLIED PRIVATE WEALTH notice-filed in NY. IAPD ↗
$224.5M RAUM · 3 reps · 9545769192 · alliedprivatewealth.com
ComplianceMarketing & brand
42
FIRST FINANCIAL SERVICES, LLC notice-filed in NE. IAPD ↗
$103.2M RAUM · 3 reps · 501-666-0302 · firstfinservices.com
ComplianceMarketing & brand
42
KINGWOOD INVESTMENT GROUP notice-filed in NH. IAPD ↗
$126.5M RAUM · 5 reps · 281-359-7900 · thekig.com
ComplianceMarketing & brand
42
TUMOLO WEALTH MANAGEMENT LLC notice-filed in MA. IAPD ↗
$134.0M RAUM · 4 reps · (860) 650-3005 · tumolofinancial.com
ComplianceMarketing & brand
42
TORO WEST CAPITAL ADVISORS notice-filed in TX. IAPD ↗
$245.7M RAUM · 2 reps · 720-319-8517 · torowestcapital.com
ComplianceMarketing & brand
42
PMC WEALTH, LLC notice-filed in TX. IAPD ↗
$550,000 RAUM · 2 reps · 716-406-0440 · pmcwealthadvisors.com
ComplianceMarketing & brand
42
TRUE WEALTH GROUP notice-filed in NE. IAPD ↗
$151.4M RAUM · 2 reps · 541-588-5008 · mytruewealthgroup.com
ComplianceMarketing & brand
42
YANDELL INVESTMENTS, LLC notice-filed in NE. IAPD ↗
$171.0M RAUM · 1 reps · 407-898-5777
ComplianceMarketing & brand
42
COLLABORATIVE PORTFOLIO MANAGEMENT notice-filed in CA. IAPD ↗
$178.7M RAUM · 4 reps · 816-471-5556 · cpm-llc.com
ComplianceMarketing & brand
42
GBG WEALTH MANAGEMENT LLC notice-filed in TX. IAPD ↗
$23.8M RAUM · 3 reps · 303-708-1640 · wealthgbg.com
ComplianceMarketing & brand
42
SENECA PRIVATE WEALTH, LLC notice-filed in TX. IAPD ↗
$29.9M RAUM · 5 reps · 310-984-1347 · senecapw.com
ComplianceMarketing & brand
42
TRUMAN WEALTH ADVISORS notice-filed in IL. IAPD ↗
$106.0M RAUM · 3 reps · 573-540-4788 · trumanwealthadvisors.com
ComplianceMarketing & brand
42
THE BREIT GROUP notice-filed in DC. IAPD ↗
$131.6M RAUM · 1 reps · (704) 502-6069 · thebreitgroup.com
ComplianceMarketing & brand
42
BZ WEALTH ADVISORS, LLC notice-filed in CA. IAPD ↗
$26.0M RAUM · 6 reps · 2085084070 · bz-wealth.com
ComplianceMarketing & brand
42
LEGEND CAPITAL notice-filed in NJ. IAPD ↗
$240.2M RAUM · 1 reps · (212) 606-2326 · legendcap.com
ComplianceMarketing & brand
42
YOUR IA, LLC notice-filed in MA. IAPD ↗
$106.6M RAUM · 15 reps · 800-823-0489 · youria.com
ComplianceMarketing & brand
42
SPRING STREET WEALTH notice-filed in NJ. IAPD ↗
$26.4M RAUM · 1 reps · 917-695-9535 · springstreetwealth.com
ComplianceMarketing & brand
42
STEPHEN SMITH FINANCIAL INC. notice-filed in TX. IAPD ↗
$129.0M RAUM · 2 reps · 847-337-1022 · stephensmithfinancial.com
ComplianceMarketing & brand
42
STILLWATER PRIVATE WEALTH notice-filed in NJ. IAPD ↗
$0 RAUM · 2 reps · 6102910232 · swprivatewealth.com
ComplianceMarketing & brand
40
SCHONFELD STRATEGIC ADVISORS LLC notice-filed in MA, PA, SC, TN, WA. IAPD ↗fund
$225.25B RAUM · 344 reps · 1 (646) 293-0000
ComplianceMarketing & brand
40
INFINITE GIVING ADVISORY SERVICES, INC. notice-filed in AZ, CO, DC, FL, IL, IN, LA, NE, NH, NY, VA. IAPD ↗institutional
$112.8M RAUM · 6 reps · (888) 926-4483
ComplianceMarketing & brand
39
MILLIMAN ADVISORS, LLC notice-filed in IL, PA. IAPD ↗institutional
$2.32B RAUM · 1 reps · 206-624-7940 · milliman.com
ComplianceMarketing & brand
38
TUDOR INVESTMENT CORPORATION notice-filed in MD, MN, TX, UT. IAPD ↗fund
$106.84B RAUM · 275 reps · 203-863-6700 · tudor.com
ComplianceMarketing & brand
37
PIPER SANDLER & CO. notice-filed in FL. IAPD ↗institutional
$1.28B RAUM · 31 reps · 612-303-6000 · pipersandler.com
ComplianceMarketing & brand
37
PGIM PRIVATE PLACEMENT INVESTORS, L.P. notice-filed in NJ. IAPD ↗institutional
$24.44B RAUM · 290 reps · 973-367-2454 · pgimprivatecapital.com
ComplianceMarketing & brand
37
CALLAN notice-filed in DC. IAPD ↗institutional
$41.94B RAUM · 164 reps · 415-974-5060 · callan.com
ComplianceMarketing & brand
37
CAPITAL RESEARCH & CONSULTING LLC notice-filed in TX. IAPD ↗institutional
$5.99B RAUM · 2 reps · 626-844-1440 · capitalresearchandconsulting.com
ComplianceMarketing & brand
37
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES notice-filed in NY. IAPD ↗institutional
$1.60B RAUM · 5 reps · 614-816-2694 · accoladeadvisory.com
ComplianceMarketing & brand
37
PNC CAPITAL ADVISORS LLC notice-filed in WY. IAPD ↗institutional
$50.88B RAUM · 22 reps · (216) 222-3921 · pnccapitaladvisors.com
ComplianceMarketing & brand
37
ADVISOR LOGISTICS, LLC notice-filed in SD. IAPD ↗institutional
$6.29B RAUM · 2 reps · 210-346-8321 · advisorlogistics.com
ComplianceMarketing & brand
37
FS/KKR ADVISOR, LLC notice-filed in MA. IAPD ↗institutional
$16.10B RAUM · 192 reps · 215-220-6651
ComplianceMarketing & brand
37
CE INVESTMENT MANAGEMENT, LLC notice-filed in NY. IAPD ↗institutional
$5.91B RAUM · 17 reps · 405-523-5348
ComplianceMarketing & brand
37
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC notice-filed in FL. IAPD ↗institutional
$10.53B RAUM · 110 reps · 212-895-2000
ComplianceMarketing & brand
37
NPPG PLAN PROFESSIONALS, LLC notice-filed in KS. IAPD ↗institutional
$6.27B RAUM · 2 reps · 732-758-1577 · nppg.com
ComplianceMarketing & brand
37
FIRST TRYON ADVISORS notice-filed in FL. IAPD ↗institutional
$1.01B RAUM · 7 reps · 704-926-2453 · firsttryon.com
ComplianceMarketing & brand
37
1823 PARTNERS (US) LLC notice-filed in NY. IAPD ↗institutional
$18.53B RAUM · 30 reps · 202-431-7882 · 1823.partners
ComplianceMarketing & brand
37
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC notice-filed in FL. IAPD ↗institutional
$1.60B RAUM · 250 reps · (212) 419-3000
ComplianceMarketing & brand
36
ARES CAPITAL MANAGEMENT LLC notice-filed in CO, FL, KS. IAPD ↗fund
$97.62B RAUM · 411 reps · 310-201-4100
ComplianceMarketing & brand
36
GC ADVISORS LLC notice-filed in CT, FL, TX. IAPD ↗fund
$177.85B RAUM · 274 reps · 312-205-5050
ComplianceMarketing & brand
36
QUANTBOT TECHNOLOGIES, LP notice-filed in CT, FL, NJ. IAPD ↗fund
$6.65B RAUM · 47 reps · 212-922-9624 · quantbot.com
ComplianceMarketing & brand
36
GC OPAL ADVISORS LLC notice-filed in CT, FL, TX. IAPD ↗fund
$124.30B RAUM · 306 reps · 312.205.5050 · gcimanagement.com
ComplianceMarketing & brand
36
MADISON AVENUE SOLUTIONS, LLC notice-filed in CA, KS, TX. IAPD ↗fund
$2.06B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com
ComplianceMarketing & brand
36
TIFF INVESTMENT MANAGEMENT notice-filed in LA, NH, NY. IAPD ↗fund
$8.62B RAUM · 17 reps · 610 684 8200
ComplianceMarketing & brand
36
ELDRIDGE GP1 ADVISERS notice-filed in CA, FL, GA, TX. IAPD ↗fund
$510.0M RAUM · 110 reps · (212) 895-2000 · eldridge.com
ComplianceMarketing & brand
35
DAYBRIGHT ADVISORY SERVICES, INC. notice-filed in OK. IAPD ↗institutional
$997.4M RAUM · 8 reps · 305-671-2200 · ingham.com
ComplianceMarketing & brand
35
FS CREDIT INCOME ADVISOR, LLC notice-filed in NY. IAPD ↗institutional
$726.2M RAUM · 31 reps · 215-220-6651
ComplianceMarketing & brand
35
UMB PRIVATE WEALTH MANAGEMENT, LLC notice-filed in AK, AL, AR, CA, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, 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
$68.4M RAUM · 1 reps · 816-860-7000
ComplianceMarketing & brand
34
FORTRESS INVESTMENT GROUP notice-filed in CO, GA. IAPD ↗fund
$87.30B RAUM · 432 reps · 212-798-6100 · fortress.com
ComplianceMarketing & brand
34
FRANCIS LLC notice-filed in AK, NH. IAPD ↗institutional
$0 RAUM · 20 reps · 866-232-6457 · francisway.com
ComplianceMarketing & brand
34
VOLEON CAPITAL MANAGEMENT LP notice-filed in NY, PR. IAPD ↗fund
$29.38B RAUM · 28 reps · 510-704-9870
ComplianceMarketing & brand
34
ELDRIDGE CREDIT ADVISERS, LLC notice-filed in FL, GA. IAPD ↗fund
$8.46B RAUM · 110 reps · 212-895-2000
ComplianceMarketing & brand
34
CLEARLAKE CAPITAL GROUP, L.P. notice-filed in NY, TX. IAPD ↗fund
$83.56B RAUM · 97 reps · 310-400-8800 · clearlake.com
ComplianceMarketing & brand
34
MILLENNIUM MANAGEMENT LLC notice-filed in ME, VA. IAPD ↗fund
$720.85B RAUM · 3055 reps · 212-841-4100 · mlp.com
ComplianceMarketing & brand
34
CLOCKTOWER GROUP, L.P. notice-filed in NY, TX. IAPD ↗fund
$2.28B RAUM · 15 reps · (310) 458-2003
ComplianceMarketing & brand
34
CYPRIUM PARTNERS notice-filed in CO, FL, NY. IAPD ↗fund
$760.2M RAUM · 14 reps · 216-453-4500 · cyprium.com
ComplianceMarketing & brand
34
WILDCAT CAPITAL MANAGEMENT, LLC notice-filed in CA, TX. IAPD ↗fund
$4.08B RAUM · 13 reps · 212-468-5100
ComplianceMarketing & brand
34
BURFORD CAPITAL INVESTMENT MANAGEMENT LLC notice-filed in NH, PA. IAPD ↗fund
$3.17B RAUM · 79 reps · 312-757-6070
ComplianceMarketing & brand
34
POINT72 ASSET MANAGEMENT, L.P. notice-filed in LA, MD. IAPD ↗fund
$274.10B RAUM · 1587 reps · 203-890-2000
ComplianceMarketing & brand
34
RAVEN CREDIT CAPITAL MANAGEMENT LLC notice-filed in FL, NY. IAPD ↗fund
$1.46B RAUM · 11 reps · 212-966-7926 · ravencm.com
ComplianceMarketing & brand
34
PROSPERA FUNDS, INC. notice-filed in FL, NY. IAPD ↗institutional
$4.6M RAUM · 2 reps · (512) 660-8038 · prosperafunds.com
ComplianceMarketing & brand
32
AON SECURITIES LLC notice-filed in NY. IAPD ↗institutional
$0 RAUM · 14 reps · 312-381-4488
ComplianceMarketing & brand
32
USI SECURITIES, INC. notice-filed in VT. IAPD ↗institutional
$0 RAUM · 24 reps · 860-652-3239
ComplianceMarketing & brand
32
BMO ASSET MANAGEMENT CORP. notice-filed in DE. IAPD ↗fund
$6.18B RAUM · 4 reps · 312-461-4002
ComplianceMarketing & brand
32
ARLINGTON PARTNERS LLC notice-filed in TX. IAPD ↗fund
$2.31B RAUM · 11 reps · 205-488-4300 · arlington.com
ComplianceMarketing & brand
32
VANBARTON GROUP LLC notice-filed in CA. IAPD ↗fund
$2.28B RAUM · 20 reps · 212-293-8800
ComplianceMarketing & brand
32
THE ROCK CREEK GROUP, LP notice-filed in OR. IAPD ↗fund
$18.38B RAUM · 26 reps · 202-331-3400
ComplianceMarketing & brand
32
ARES MANAGEMENT LLC notice-filed in MD. IAPD ↗fund
$458.82B RAUM · 1550 reps · 310-201-4100 · aresfoundation.org
ComplianceMarketing & brand
32
AEA INVESTORS SBF LP notice-filed in FL. IAPD ↗fund
$3.48B RAUM · 112 reps · 212-644-5900 · aeainvestors.com
ComplianceMarketing & brand
32
PALOMA PARTNERS MANAGEMENT COMPANY notice-filed in FL. IAPD ↗fund
$30.29B RAUM · 30 reps · 203-862-8000
ComplianceMarketing & brand
32
EMPYREAN CAPITAL PARTNERS, LP notice-filed in NY. IAPD ↗fund
$4.97B RAUM · 17 reps · 310-843-3000
ComplianceMarketing & brand
32
RIDGEWOOD ENERGY CORPORATION notice-filed in TX. IAPD ↗fund
$3.28B RAUM · 21 reps · 201-447-9000 · flickr.com
ComplianceMarketing & brand
32
AKSIA LLC notice-filed in CA. IAPD ↗fund
$35.20B RAUM · 128 reps · 212-710-5710
ComplianceMarketing & brand
32
KOHLBERG KRAVIS ROBERTS & CO. L.P. notice-filed in MA. IAPD ↗fund
$381.60B RAUM · 636 reps · 212-750-8300 · kkr.com
ComplianceMarketing & brand
32
CASTLELAKE, L.P. notice-filed in UT. IAPD ↗fund
$35.29B RAUM · 98 reps · 612-851-3000
ComplianceMarketing & brand
32
RANGER ALTERNATIVE MANAGEMENT, L.P. notice-filed in AZ. IAPD ↗institutional
$54.5M RAUM · 2 reps · 214-871-5200 · rangerequitybear.com
ComplianceMarketing & brand
32
KKR CREDIT ADVISORS (US) LLC notice-filed in MA. IAPD ↗fund
$270.85B RAUM · 181 reps · 415-315-3620 · kkrfunds.com
ComplianceMarketing & brand
32
ISECTORS, LLC notice-filed in AZ. IAPD ↗institutional
$0 RAUM · 3 reps · 920-731-4455 · isectors.com
ComplianceMarketing & brand
32
HARTFORD FUNDS notice-filed in VA. IAPD ↗fund
$152.07B RAUM · 34 reps · 610-386-1801
ComplianceMarketing & brand
32
CITADEL ADVISORS LLC notice-filed in KY. IAPD ↗fund
$570.62B RAUM · 1314 reps · 786-741-5389
ComplianceMarketing & brand
32
SAGE ADVISORS, LLC notice-filed in CA, CO. IAPD ↗fund
$366.1M RAUM · 12 reps · 212-850-4260
ComplianceMarketing & brand
32
L&G - ASSET MANAGEMENT, AMERICA notice-filed in WA. IAPD ↗fund
$267.16B RAUM · 104 reps · 312-585-0300 · am.landg.us.com
ComplianceMarketing & brand
32
TENOR CAPITAL MANAGEMENT COMPANY, L.P. notice-filed in FL. IAPD ↗fund
$10.17B RAUM · 18 reps · 212 918-5302 · tenorcapital.com
ComplianceMarketing & brand
32
PRETIUM CREDIT MANAGEMENT, LLC notice-filed in FL. IAPD ↗fund
$2.77B RAUM · 30 reps · 212-257-5757 · pretium.com
ComplianceMarketing & brand
32
PERCEPTIVE ADVISORS notice-filed in FL. IAPD ↗fund
$11.77B RAUM · 28 reps · 646-205-5300
ComplianceMarketing & brand
32
VERITION FUND MANAGEMENT LLC notice-filed in NV. IAPD ↗fund
$139.39B RAUM · 520 reps · 203-742-7700
ComplianceMarketing & brand
32
ALPINE INVESTORS notice-filed in TX. IAPD ↗fund
$18.91B RAUM · 73 reps · 415-392-9100 · alpineinvestors.com
ComplianceMarketing & brand
32
GRANDEUR PEAK GLOBAL ADVISORS notice-filed in NY. IAPD ↗fund
$3.80B RAUM · 33 reps · 801-384-0000 · grandeurpeakglobal.com
ComplianceMarketing & brand
32
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC notice-filed in FL. IAPD ↗fund
$32.48B RAUM · 245 reps · 310-201-4100 · arescre.com
ComplianceMarketing & brand
32
GTCR LLC notice-filed in FL. IAPD ↗fund
$48.64B RAUM · 99 reps · 312-382-2200 · gtcr.com
ComplianceMarketing & brand
32
VALOR EQUITY PARTNERS notice-filed in TX. IAPD ↗fund
$59.32B RAUM · 68 reps · 312-683-1900
ComplianceMarketing & brand
32
TXRE ADVISERS, LLC notice-filed in TN. IAPD ↗fund
$6.37B RAUM · 32 reps · 972-201-2841 · hillwood.pl
ComplianceMarketing & brand
32
HILDENE CAPITAL MANAGEMENT notice-filed in NC. IAPD ↗fund
$20.18B RAUM · 18 reps · 203-517-2500 · hildenecdo.com
ComplianceMarketing & brand
32
BATTERY MANAGEMENT CORP. notice-filed in NC. IAPD ↗fund
$15.61B RAUM · 70 reps · 617-948-3600
ComplianceMarketing & brand
32
ABRY PARTNERS II, LLC notice-filed in NC. IAPD ↗fund
$14.90B RAUM · 1 reps · 617-859-2959 · abry.com
ComplianceMarketing & brand
32
IVY HILL ASSET MANAGEMENT, L.P. notice-filed in NJ. IAPD ↗fund
$12.96B RAUM · 14 reps · 212-710-2100 · aresmgmt.com
ComplianceMarketing & brand
32
HAWK RIDGE CAPITAL MANAGEMENT LP notice-filed in MA. IAPD ↗fund
$4.53B RAUM · 10 reps · 310-594-7350 · hawkridgellc.com
ComplianceMarketing & brand
32
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC notice-filed in AL. IAPD ↗institutional
$194.9M RAUM · 2 reps · 727-324-4004
ComplianceMarketing & brand
32
NYL INVESTORS LLC notice-filed in IA. IAPD ↗fund
$329.20B RAUM · 189 reps · 212-576-7000 · newyorklifeinvestments.com
ComplianceMarketing & brand
32
ADVANTAGE CAPITAL notice-filed in NH. IAPD ↗fund
$1.28B RAUM · 130 reps · 504-522-4850
ComplianceMarketing & brand
32
SQUAREPOINT OPS LLC notice-filed in CO. IAPD ↗fund
$226.98B RAUM · 61 reps · 646 868 1500 · squarepoint-capital.com
ComplianceMarketing & brand
32
ENGINEERS GATE MANAGER LP notice-filed in NC. IAPD ↗fund
$23.17B RAUM · 168 reps · 646-757-2800
ComplianceMarketing & brand
32
OWL VENTURES notice-filed in MA. IAPD ↗fund
$2.50B RAUM · 10 reps · (415) 209-5675 · owlvc.com
ComplianceMarketing & brand
32
TREE LINE CAPITAL PARTNERS, LLC notice-filed in TX. IAPD ↗fund
$3.85B RAUM · 20 reps · 415-795-7575 · treelinecp.com
ComplianceMarketing & brand
32
ACRES notice-filed in FL. IAPD ↗fund
$4.39B RAUM · 24 reps · 516-535-0015 · acresreit.com
ComplianceMarketing & brand
32
ENERGY IMPACT PARTNERS LP notice-filed in MA. IAPD ↗fund
$4.86B RAUM · 57 reps · 212-899-9700 · energyimpactpartners.com
ComplianceMarketing & brand
32
BLUE OWL CREDIT ADVISORS LLC notice-filed in FL. IAPD ↗fund
$64.86B RAUM · 250 reps · (212) 419-3000 · blueowl.com
ComplianceMarketing & brand
32
FORT BAKER CAPITAL MANAGEMENT LP notice-filed in IL. IAPD ↗fund
$1.07B RAUM · 6 reps · 415-306-5508 · fortbakercapital.com
ComplianceMarketing & brand
32
HPE CAPITAL MANAGEMENT II, LLC notice-filed in IL, OH. IAPD ↗fund
$840.5M RAUM · 5 reps · 513-745-9200 · hauserprivateequity.com
ComplianceMarketing & brand
32
CENTIVA CAPITAL, LP notice-filed in VA. IAPD ↗fund
$20.61B RAUM · 156 reps · 212-554-4180 · centivacapital.com
ComplianceMarketing & brand
32
MARINER WEALTH notice-filed in UT. IAPD ↗institutional
$0 RAUM · 65 reps · 913-904-5700 · mariner.com
ComplianceMarketing & brand
32
TREVILLE CAPITAL MANAGEMENT LLC notice-filed in CA. IAPD ↗fund
$1.89B RAUM · 11 reps · 212-812-0210 · treville.com
ComplianceMarketing & brand
32
EMPROS CAPITAL LLC notice-filed in NY. IAPD ↗fund
$2.34B RAUM · 9 reps · 415-234-7318
ComplianceMarketing & brand
32
PSG EQUITY L.L.C. notice-filed in FL. IAPD ↗fund
$30.18B RAUM · 154 reps · 617-544-8800 · psgequity.com
ComplianceMarketing & brand
32
APERTURE INVESTORS, LLC notice-filed in MN. IAPD ↗fund
$6.06B RAUM · 34 reps · 212-521-5180 · apertureinvestors.com
ComplianceMarketing & brand
32
WARREN EQUITY PARTNERS MANAGER, L.P. notice-filed in TX. IAPD ↗fund
$6.09B RAUM · 25 reps · 904-746-7027 · warrenequity.com
ComplianceMarketing & brand
32
NORTH HUDSON RESOURCE PARTNERS LP notice-filed in NJ. IAPD ↗fund
$2.58B RAUM · 7 reps · (713) 936-6563
ComplianceMarketing & brand
32
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC notice-filed in FL. IAPD ↗fund
$16.10B RAUM · 250 reps · (212) 419-3000 · blueowl.com
ComplianceMarketing & brand
32
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC notice-filed in FL. IAPD ↗fund
$46.06B RAUM · 250 reps · (212) 419-3000 · blueowl.com
ComplianceMarketing & brand
32
TOMALES BAY CAPITAL notice-filed in FL. IAPD ↗fund
$5.11B RAUM · 1 reps · (415) 723-0608 · tomalesbaycapital.com
ComplianceMarketing & brand
32
DRAGONFLY DIGITAL MANAGEMENT, LLC notice-filed in NY. IAPD ↗fund
$3.44B RAUM · 9 reps · 415-795-8868
ComplianceMarketing & brand
32
WEATHERFORD CAPITAL MANAGEMENT notice-filed in IL. IAPD ↗fund
$1.05B RAUM · 12 reps · (813) 443-0499 · weatherfordcapital.com
ComplianceMarketing & brand
32
AVIDITY PARTNERS MANAGEMENT LP notice-filed in NY. IAPD ↗fund
$1.06B RAUM · 7 reps · 214-550-1696
ComplianceMarketing & brand
32
MODERN CAPITAL MANAGEMENT, CO. notice-filed in CA. IAPD ↗institutional
$90.7M RAUM · 3 reps · 843-892-0244 · moderncap.com
ComplianceMarketing & brand
32
WOLF HILL CAPITAL MANAGEMENT, LP notice-filed in IL. IAPD ↗fund
$1.87B RAUM · 4 reps · 646-933-5538 · wolfhillcap.com
ComplianceMarketing & brand
32
INVESCO LOAN MANAGER, LLC notice-filed in TX. IAPD ↗fund
$17.69B RAUM · 66 reps · 212 278-9000
ComplianceMarketing & brand
32
ARCTOS PARTNERS notice-filed in MA. IAPD ↗fund
$18.22B RAUM · 70 reps · 972-918-3800
ComplianceMarketing & brand
32
ACRE MANAGER, LLC notice-filed in FL. IAPD ↗fund
$4.66B RAUM · 7 reps · 212-540-5414
ComplianceMarketing & brand
32
PATIENT SQUARE CAPITAL, LP notice-filed in NY. IAPD ↗fund
$17.51B RAUM · 50 reps · (650) 677-8100 · patientsquarecapital.com
ComplianceMarketing & brand
32
CLOUD CAPITAL ADVISORS LLC notice-filed in CA. IAPD ↗fund
$2.82B RAUM · 8 reps · (202) 607 2300 · cloudcapital.com
ComplianceMarketing & brand
32
GERCHEN CAPITAL PARTNERS notice-filed in FL. IAPD ↗fund
$2.11B RAUM · 22 reps · 217-437-1300 · gerchen.com
ComplianceMarketing & brand
32
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC notice-filed in FL. IAPD ↗fund
$6.95B RAUM · 250 reps · (212) 419-3000 · otic.com
ComplianceMarketing & brand
32
GALVANIZE CLIMATE SOLUTIONS LLC notice-filed in MD. IAPD ↗fund
$6.98B RAUM · 39 reps · 415-757-6600 · gcsllc.com
ComplianceMarketing & brand
32
SANDBROOK CAPITAL MANAGEMENT LP notice-filed in NY. IAPD ↗fund
$4.58B RAUM · 26 reps · 475-268-1450
ComplianceMarketing & brand
32
AMERGIN ASSET MANAGEMENT, LLC notice-filed in GA. IAPD ↗fund
$1.21B RAUM · 5 reps · 561-760-1957
ComplianceMarketing & brand
32
ABRY PARTNERS III, LLC notice-filed in NC. IAPD ↗fund
$1.11B RAUM · 59 reps · (617) 859-2959 · abry.com
ComplianceMarketing & brand
32
WILMINGTON TRUST ASSET MANAGEMENT, LLC notice-filed in MD, NY. IAPD ↗fund
$271.4M RAUM · 31 reps · 646-531-7248
ComplianceMarketing & brand
32
CORIENT IA LLC notice-filed in FL. IAPD ↗fund
$5.11B RAUM · 49 reps · (305) 735-2020
ComplianceMarketing & brand
32
50T FUNDS notice-filed in NY. IAPD ↗fund
$1.67B RAUM · 11 reps · (917)648-5689 · 50tfunds.com
ComplianceMarketing & brand
32
CONSTELLATION WEALTH CAPITAL notice-filed in NY. IAPD ↗fund
$2.52B RAUM · 9 reps · 312-626-6067 · constellationwealthcapital.com
ComplianceMarketing & brand
32
FREESTONE GROVE PARTNERS LP notice-filed in CT. IAPD ↗fund
$16.48B RAUM · 105 reps · 4159074100 · fgrovep.com
ComplianceMarketing & brand
32
TOWN LANE MANAGEMENT LP notice-filed in GA. IAPD ↗fund
$1.38B RAUM · 13 reps · 212-404-7904 · townlane.com
ComplianceMarketing & brand
32
DUNDEE MAESTRO MANAGEMENT, LP notice-filed in NY. IAPD ↗fund
$1.57B RAUM · 6 reps · 914-815-0896
ComplianceMarketing & brand
32
RAVEN MUSIC PARTNERS LLC notice-filed in FL, NY. IAPD ↗fund
$265.4M RAUM · 11 reps · 212-966-7926
ComplianceMarketing & brand
32
AI ALPHA LLC notice-filed in TX. IAPD ↗institutional
$200.0M RAUM · 3 reps · 616-600-2060 · my-aialpha.com
ComplianceMarketing & brand
32
TAP ROOT CAPITAL MANAGEMENT LP notice-filed in IL, UT. IAPD ↗fund
$297.3M RAUM · 8 reps · (908) 292-0050 · taprootcap.com
ComplianceMarketing & brand
32
1789 CAPITAL MANAGEMENT notice-filed in TX. IAPD ↗fund
$2.73B RAUM · 13 reps · 561-223-9937 · 1789capital.io
ComplianceMarketing & brand
32
MILITIA CAPITAL MANAGEMENT, LLC notice-filed in TX. IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
ComplianceMarketing & brand
31
ELDRIDGE SME ADVISERS notice-filed in FL, GA, TX. IAPD ↗fund
$200.9M RAUM · 110 reps · (212) 895-2000 · eldridge.com
ComplianceMarketing & brand
30
GFO ADVISORY SERVICES, LLC notice-filed in TX. IAPD ↗fund
$351.3M RAUM · 0 reps · 203-661-6616
ComplianceMarketing & brand
30
RMWC notice-filed in NY. IAPD ↗fund
$807.4M RAUM · 8 reps · 917-675-5084 · rmwc.com
ComplianceMarketing & brand
30
CHALKSTREAM CAPITAL GROUP, L.P. notice-filed in TN. IAPD ↗fund
$384.0M RAUM · 1 reps · 212-707-6100
ComplianceMarketing & brand
30
RESERVOIR OPERATIONS, L.P. notice-filed in CA. IAPD ↗fund
$364.8M RAUM · 3 reps · 212-610-9000
ComplianceMarketing & brand
30
ALTERNA CAPITAL PARTNERS LLC notice-filed in FL. IAPD ↗fund
$336.6M RAUM · 3 reps · 203-210-7333 · alternacapital.com
ComplianceMarketing & brand
30
RUBENSTEIN PARTNERS notice-filed in MD. IAPD ↗fund
$331.2M RAUM · 15 reps · 215-563-3558
ComplianceMarketing & brand
30
TSW II CAPITAL ADVISORS, LLC notice-filed in SC. IAPD ↗fund
$544.5M RAUM · 7 reps · 423-267-1430 · tsw3ventures.com
ComplianceMarketing & brand
30
FARLEY CAPITAL notice-filed in NH. IAPD ↗fund
$250.3M RAUM · 2 reps · 212-421-8741 · dispatchesfromindia.com
ComplianceMarketing & brand
30
SAYBROOK FUND ADVISORS, LLC notice-filed in IL. IAPD ↗fund
$461.2M RAUM · 7 reps · 310-601-3710 · saybrookfundadvisors.com
ComplianceMarketing & brand
30
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC notice-filed in PA. IAPD ↗fund
$679.5M RAUM · 20 reps · 561-961-1000 · encorecm.com
ComplianceMarketing & brand
30
ALIDADE CAPITAL, LLC notice-filed in AZ. IAPD ↗fund
$564.9M RAUM · 14 reps · 248-593-7878 · alidadecapital.com
ComplianceMarketing & brand
30
AGIS MANAGEMENT LLC notice-filed in VA. IAPD ↗fund
$428.7M RAUM · 16 reps · 617-350-9894 · agiscapital.com
ComplianceMarketing & brand
30
SAVANO DIRECT CAPITAL PARTNERS, LLC notice-filed in DE. IAPD ↗fund
$519.1M RAUM · 8 reps · 443-873-3561 · savanocapital.com
ComplianceMarketing & brand
30
CAPITALA PRIVATE ADVISORS, LLC notice-filed in FL. IAPD ↗fund
$505.1M RAUM · 14 reps · 704-376-5502 · capitalagroup.com
ComplianceMarketing & brand
30
BLACK BAY PARTNERS, LLC notice-filed in NY. IAPD ↗fund
$830.1M RAUM · 12 reps · 504-227-3020 · blackbaypartners.com
ComplianceMarketing & brand
30
CEDAR STREET ASSET MANAGEMENT LLC notice-filed in IL. IAPD ↗fund
$938.4M RAUM · 6 reps · 312-796-3130 · cedarstreetam.com
ComplianceMarketing & brand
30
SBJ CAPITAL notice-filed in MN. IAPD ↗fund
$749.4M RAUM · 14 reps · 415-848-1990
ComplianceMarketing & brand
30
ALTA FOX CAPITAL MANAGEMENT, LLC notice-filed in CT. IAPD ↗fund
$821.4M RAUM · 5 reps · 817-350-4230
ComplianceMarketing & brand
30
9YARDS CAPITAL MANAGEMENT LP notice-filed in CA. IAPD ↗fund
$687.6M RAUM · 7 reps · 424-371-6926 · 9yards.vc
ComplianceMarketing & brand
30
GREENSLEDGE ASSET MANAGEMENT LLC notice-filed in NY. IAPD ↗fund
$592.8M RAUM · 3 reps · 860-256-4952 · greensledge.com
ComplianceMarketing & brand
30
COLLAB+CURRENCY MANAGEMENT, LLC notice-filed in TX. IAPD ↗fund
$332.5M RAUM · 5 reps · 914-226-0653
ComplianceMarketing & brand
30
GAP ASSET MANAGEMENT, LLC notice-filed in FL. IAPD ↗fund
$287.0M RAUM · 13 reps · 574-485-2146 · graham-allen.com
ComplianceMarketing & brand
30
CONTRARY LLC notice-filed in OR. IAPD ↗fund
$480.5M RAUM · 5 reps · 862-354-0870
ComplianceMarketing & brand
30
HURRICANE CAPITAL ADVISORS LLC notice-filed in FL. IAPD ↗fund
$602.5M RAUM · 4 reps · 212-702-7101 · hurricanecapital.io
ComplianceMarketing & brand
30
CORTEN REAL ESTATE MANAGEMENT LLC notice-filed in NC. IAPD ↗fund
$457.4M RAUM · 12 reps · 215-454-7381
ComplianceMarketing & brand
30
AVILA REAL ESTATE CAPITAL notice-filed in CO. IAPD ↗fund
$336.7M RAUM · 24 reps · 415-561-0600 · avilacapllc.com
ComplianceMarketing & brand
30
BLUE OWL STRATEGIC EQUITY ADVISORS LLC notice-filed in FL. IAPD ↗fund
$613.9M RAUM · 250 reps · (212) 419-3000
ComplianceMarketing & brand
30
CLEARLIST CAPITAL LLC notice-filed in FL. IAPD ↗fund
$959.8M RAUM · 4 reps · 212-207-1370
ComplianceMarketing & brand
30
LONG ANGLE MANAGEMENT, LLC notice-filed in DE. IAPD ↗fund
$404.7M RAUM · 4 reps · 808-651-4737 · longangle.com
ComplianceMarketing & brand
30
ARA GC PARTNERS, LLC notice-filed in DC. IAPD ↗fund
$935.9M RAUM · 9 reps · 713-337-9150
ComplianceMarketing & brand
30
TORQUE ASSET MANAGEMENT LLC notice-filed in FL. IAPD ↗fund
$323.8M RAUM · 3 reps · 786-655-6494 · torqueam.com
ComplianceMarketing & brand
29
OPPENHEIMERFUNDS INC notice-filed in GA, TX. IAPD ↗fund
$827,684 RAUM · 4 reps · 404-892-0896
ComplianceMarketing & brand
29
RAVEN CAPITAL MANAGEMENT LLC notice-filed in FL, NY. IAPD ↗fund
$139.3M RAUM · 11 reps · 212-966-7926
ComplianceMarketing & brand
27
CITIGROUP ALTERNATIVE INVESTMENTS LLC notice-filed in DE. IAPD ↗fund
$127.4M RAUM · 5 reps · 212-816-4350
ComplianceMarketing & brand
27
ABRY PARTNERS, LLC notice-filed in NC. IAPD ↗fund
$69.3M RAUM · 3 reps · 617-859-2959 · abry.com
ComplianceMarketing & brand
27
1207 CAPITAL GROUP, LLC notice-filed in TX. IAPD ↗fund
$162.7M RAUM · 3 reps · 312-690-6201 · cimarrongrp.com
ComplianceMarketing & brand
27
CHANGE GLOBAL INVESTMENT, LLC notice-filed in NY. IAPD ↗fund
$226.0M RAUM · 6 reps · 212-878-3678 · changegi.com
ComplianceMarketing & brand
27
SEAPORT GLOBAL ASSET MANAGEMENT LLC notice-filed in CT. IAPD ↗fund
$80.0M RAUM · 1 reps · 212-616-7700 · seaportglobal.com
ComplianceMarketing & brand
27
ARGOSY-LIONBRIDGE MANAGEMENT, LLC notice-filed in PA. IAPD ↗fund
$189.1M RAUM · 6 reps · (646) 536-7422 · argosylbm.com
ComplianceMarketing & brand
27
1819 PARTNERS notice-filed in TX. IAPD ↗fund
$207.1M RAUM · 4 reps · 901-820-0515 · 1819partners.com
ComplianceMarketing & brand
27
MAPLE PARK CAPITAL notice-filed in NY. IAPD ↗fund
$161.4M RAUM · 5 reps · 214-302-5550
ComplianceMarketing & brand
20
THE MASS GROUP notice-filed in CA, CO, FL, LA, NY. IAPD ↗foreign
$44.0M RAUM · 2 reps · +971-4-552-3312 · the-mass-group.com
ComplianceMarketing & brand
20
PENSIONBEE notice-filed in AK, AL, AR, AZ, CA, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, MD, ME, MN, MO, MS, MT, ND, NM, NV, OK, OR, PR, RI, SC, SD, UT, VI, VT, WA, WI, WV, WY. IAPD ↗foreign
$4.0M RAUM · 1 reps · +44(0)20 3457 8444
ComplianceMarketing & brand
19
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD notice-filed in SD, TX, WA. IAPD ↗foreign
$931.9M RAUM · 5 reps · +41583176400 · jsafrasarasin.com
ComplianceMarketing & brand
19
AUGUST GROUP notice-filed in AZ, MA, NV. IAPD ↗foreign
$740.3M RAUM · 3 reps · 438-792-5161 · augustgroup.com
ComplianceMarketing & brand
18
DRACO EVOLUTION notice-filed in LA, NE, NH, TX. IAPD ↗foreign
$21.8M RAUM · 5 reps · 949-535-4675 · dracoevolution.com
ComplianceMarketing & brand
17
ANALYST PORTFOLIO MANAGEMENT LTD. notice-filed in MA. IAPD ↗foreign
$2.69B RAUM · 21 reps · 972-3-7147147 · analyst.co.il
ComplianceMarketing & brand
17
CARDINAL POINT WEALTH MANAGEMENT notice-filed in NE. IAPD ↗foreign
$4.81B RAUM · 24 reps · 866-213-2036 · edmontonfinancialplanner.ca
ComplianceMarketing & brand
17
BELLECAPITAL INTERNATIONAL notice-filed in MA. IAPD ↗foreign
$1.96B RAUM · 11 reps · 41 44 268 11 70
ComplianceMarketing & brand
15
SWISSPARTNERS ADVISORS notice-filed in CA. IAPD ↗foreign
$891.8M RAUM · 3 reps · 41 58 200 0 800
ComplianceMarketing & brand
15
CLIMBER CAPITAL SA notice-filed in NY. IAPD ↗foreign
$625.4M RAUM · 3 reps · +41 22 361 66 11 · climbercapital.ch
ComplianceMarketing & brand
15
VERECAN CAPITAL MANAGEMENT INC. notice-filed in PA. IAPD ↗foreign
$692.7M RAUM · 18 reps · 902-477-4471 · verecan.com
ComplianceMarketing & brand
12
WHVP notice-filed in WA. IAPD ↗foreign
$235.2M RAUM · 4 reps · 011 41 44 315 77 77
ComplianceMarketing & brand
12
ST. COLUMBANUS AG notice-filed in LA. IAPD ↗foreign
$78.6M RAUM · 2 reps · +41 71 245 76 78 · stcolumbanus.com
ComplianceMarketing & brand
12
HARBOURFRONT WEALTH AMERICA INC. notice-filed in CA. IAPD ↗foreign
$9.2M RAUM · 10 reps · 877-588-6822 · harbourfrontwealthamerica.com
ComplianceMarketing & brand
12
BEACON HILL WEALTH MANAGEMENT LTD notice-filed in CA. IAPD ↗foreign
$148.6M RAUM · 6 reps · 778-433-1314 · beaconhillwm.ca
ComplianceMarketing & brand
12
MANRKE WEALTH notice-filed in LA. IAPD ↗foreign
$115.7M RAUM · 2 reps · 647-948-3048 · inukshukcapital.com
ComplianceMarketing & brand
new office — 997 Count of additional offices increased.
55
J.P. MORGAN SECURITIES LLC added office(s): 3559 -> 3566 additional locations. IAPD ↗
$429.69B RAUM · 8479 reps · 800-999-2000
Office IT & facilitiesCRMRecruiting & transitions
55
BNY MELLON SECURITIES CORPORATION added office(s): 4 -> 5 additional locations. IAPD ↗
$8.45B RAUM · 91 reps · 2129226273 · bny.com
Office IT & facilitiesCRMRecruiting & transitions
55
JANNEY MONTGOMERY SCOTT LLC added office(s): 126 -> 138 additional locations. IAPD ↗
$110.11B RAUM · 1614 reps · 215-665-6000
Office IT & facilitiesCRMRecruiting & transitions
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED added office(s): 486 -> 517 additional locations. IAPD ↗
$197.53B RAUM · 3079 reps · 314-342-2000 · aegeanwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
WILLIAM BLAIR & COMPANY L.L.C. added office(s): 10 -> 11 additional locations. IAPD ↗
$64.28B RAUM · 231 reps · 312-236-1600 · williamblair.com
Office IT & facilitiesCRMRecruiting & transitions
55
ASSOCIATED INVESTMENT SERVICES, INC. added office(s): 33 -> 35 additional locations. IAPD ↗
$1.17B RAUM · 27 reps · 800-595-7722 · associatedbank.com
Office IT & facilitiesCRMRecruiting & transitions
55
GILDER GAGNON HOWE & CO. LLC added office(s): 0 -> 11 additional locations. IAPD ↗
$12.12B RAUM · 55 reps · 212-765-2500
Office IT & facilitiesCRMRecruiting & transitions
55
MEANS WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations. IAPD ↗
$1.59B RAUM · 15 reps · 1-207-947-6763
Office IT & facilitiesCRMRecruiting & transitions
55
STATE FARM INVESTMENT MANAGEMENT CORP. added office(s): 17 -> 6443 additional locations. IAPD ↗
$12.94B RAUM · 7930 reps · 800-447-0740
Office IT & facilitiesCRMRecruiting & transitions
55
&PARTNERS added office(s): 50 -> 122 additional locations. IAPD ↗
$30.27B RAUM · 439 reps · 615-255-6431 · andpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
HORNOR, TOWNSEND & KENT, LLC added office(s): 163 -> 250 additional locations. IAPD ↗
$9.01B RAUM · 426 reps · 215-957-7300 · htk.com
Office IT & facilitiesCRMRecruiting & transitions
55
AMERIPRISE FINANCIAL SERVICES, LLC added office(s): 157 -> 158 additional locations. IAPD ↗
$660.47B RAUM · 12681 reps · 612-671-3131
Office IT & facilitiesCRMRecruiting & transitions
55
LPL FINANCIAL LLC added office(s): 18523 -> 20864 additional locations. IAPD ↗
$819.12B RAUM · 36280 reps · 704-733-3300 · lplgovernmentrelations.com
Office IT & facilitiesCRMRecruiting & transitions
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED added office(s): 3779 -> 3910 additional locations. IAPD ↗
$1781.57B RAUM · 25721 reps · 800-637-7455 · merrilledge.com
Office IT & facilitiesCRMRecruiting & transitions
55
NORTHERN TRUST SECURITIES, INC added office(s): 24 -> 29 additional locations. IAPD ↗
$1.66B RAUM · 41 reps · 312-630-6000 · northerntrust.com
Office IT & facilitiesCRMRecruiting & transitions
55
AUSDAL FINANCIAL PARTNERS, INC. added office(s): 24 -> 111 additional locations. IAPD ↗
$3.73B RAUM · 168 reps · 563-326-2064 · wenstrup.org
Office IT & facilitiesCRMRecruiting & transitions
55
POPULAR SECURITIES, LLC added office(s): 7 -> 8 additional locations. IAPD ↗
$2.62B RAUM · 45 reps · 787-758-7400 · popular.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROBERT W. BAIRD & CO. INCORPORATED added office(s): 206 -> 209 additional locations. IAPD ↗
$394.07B RAUM · 3170 reps · 414-765-3500
Office IT & facilitiesCRMRecruiting & transitions
55
LPL ENTERPRISE, LLC added office(s): 1075 -> 1140 additional locations. IAPD ↗
$24.94B RAUM · 4492 reps · 704-733-3300 · lpl.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRIMERICA ADVISORS added office(s): 1754 -> 1828 additional locations. IAPD ↗
$15.54B RAUM · 3959 reps · 833-786-0550
Office IT & facilitiesCRMRecruiting & transitions
55
MML INVESTORS SERVICES, LLC added office(s): 1083 -> 1093 additional locations. IAPD ↗
$115.64B RAUM · 4961 reps · (413) 226-0000
Office IT & facilitiesCRMRecruiting & transitions
55
WELLS FARGO ADVISORS added office(s): 1197 -> 1338 additional locations. IAPD ↗
$252.25B RAUM · 2366 reps · 314-875-3000 · firstclearing.com
Office IT & facilitiesCRMRecruiting & transitions
55
BOK FINANCIAL ADVISORS added office(s): 113 -> 114 additional locations. IAPD ↗
$1.06B RAUM · 142 reps · 877-781-6889
Office IT & facilitiesCRMRecruiting & transitions
55
MOMENTUM INDEPENDENT NETWORK INC. added office(s): 93 -> 124 additional locations. IAPD ↗
$1.61B RAUM · 97 reps · 214-859-1800 · beckwm.com
Office IT & facilitiesCRMRecruiting & transitions
55
THRIVENT INVESTMENT MANAGEMENT INC. added office(s): 1169 -> 1226 additional locations. IAPD ↗
$20.77B RAUM · 2963 reps · 800-847-4836
Office IT & facilitiesCRMRecruiting & transitions
55
MARQUETTE ASSOCIATES, INC. added office(s): 6 -> 8 additional locations. IAPD ↗
$47.06B RAUM · 64 reps · 312-527-5500
Office IT & facilitiesCRMRecruiting & transitions
55
OSAIC WEALTH, INC. added office(s): 3791 -> 5586 additional locations. IAPD ↗
$234.86B RAUM · 7143 reps · 800-821-5100 · matuliafinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
OSAIC INSTITUTIONS, INC. added office(s): 574 -> 621 additional locations. IAPD ↗
$6.49B RAUM · 478 reps · 203-599-6000 · osaic.com
Office IT & facilitiesCRMRecruiting & transitions
55
NATIONS FINANCIAL GROUP, INC. added office(s): 35 -> 39 additional locations. IAPD ↗
$4.77B RAUM · 81 reps · 319-393-9541 · nationsfg.com
Office IT & facilitiesCRMRecruiting & transitions
55
PARK AVENUE SECURITIES LLC added office(s): 427 -> 543 additional locations. IAPD ↗
$19.58B RAUM · 2054 reps · 1-888-600-4667 · vestwise.com
Office IT & facilitiesCRMRecruiting & transitions
55
SILVER OAK SECURITIES, INC. added office(s): 82 -> 85 additional locations. IAPD ↗
$2.45B RAUM · 103 reps · 731-668-3825 · silveroaksecurities.com
Office IT & facilitiesCRMRecruiting & transitions
55
MIDWESTERN SECURITIES TRADING CO.,LLC added office(s): 76 -> 85 additional locations. IAPD ↗
$1.98B RAUM · 43 reps · 309-699-6786
Office IT & facilitiesCRMRecruiting & transitions
55
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC added office(s): 17 -> 22 additional locations. IAPD ↗
$39.36B RAUM · 47 reps · 310-556-2721
Office IT & facilitiesCRMRecruiting & transitions
55
SHELTON CAPITAL MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$6.52B RAUM · 23 reps · 800-955-9988
Office IT & facilitiesCRMRecruiting & transitions
55
MONETA GROUP INVESTMENT ADVISORS, LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$50.54B RAUM · 239 reps · 314-726-2300
Office IT & facilitiesCRMRecruiting & transitions
55
CONDOR CAPITAL WEALTH MANAGEMENT added office(s): 14 -> 16 additional locations. IAPD ↗
$2.18B RAUM · 17 reps · 732-356-7323
Office IT & facilitiesCRMRecruiting & transitions
55
EVERGREEN CAPITAL MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$7.19B RAUM · 26 reps · 425-467-4600
Office IT & facilitiesCRMRecruiting & transitions
55
CREATIVE PLANNING added office(s): 102 -> 150 additional locations. IAPD ↗
$295.57B RAUM · 1538 reps · (866) 909-5148
Office IT & facilitiesCRMRecruiting & transitions
55
INVESCO ADVISERS, INC. added office(s): 12 -> 14 additional locations. IAPD ↗
$749.52B RAUM · 713 reps · 404-892-0896 · invesco.com
Office IT & facilitiesCRMRecruiting & transitions
55
1834 INVESTMENT ADVISORS CO. added office(s): 7 -> 9 additional locations. IAPD ↗
$2.20B RAUM · 30 reps · (414) 615-1012 · 1834investmentadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
CETERA INVESTMENT ADVISERS LLC added office(s): 4816 -> 6584 additional locations. IAPD ↗
$256.81B RAUM · 9049 reps · 310-257-7880 · ceterafinancialspecialists.com
Office IT & facilitiesCRMRecruiting & transitions
55
GODSEY & GIBB WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$1.56B RAUM · 13 reps · 804-285-7333
Office IT & facilitiesCRMRecruiting & transitions
55
SHEETS SMITH WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$1.37B RAUM · 11 reps · 336-765-2020 · sheetssmith.com
Office IT & facilitiesCRMRecruiting & transitions
55
NORTHERN TRUST INVESTMENTS, INCORPORATED added office(s): 7 -> 8 additional locations. IAPD ↗
$1245.25B RAUM · 219 reps · 312-630-6000 · ntam.northerntrust.com
Office IT & facilitiesCRMRecruiting & transitions
55
BARINGS LLC added office(s): 5 -> 10 additional locations. IAPD ↗
$392.75B RAUM · 465 reps · 704-805-7200
Office IT & facilitiesCRMRecruiting & transitions
55
POLEN CAPITAL MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$24.06B RAUM · 22 reps · 1-561-241-2425
Office IT & facilitiesCRMRecruiting & transitions
55
BNY MELLON ADVISORS, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$33.48B RAUM · 44 reps · 212-495-1784
Office IT & facilitiesCRMRecruiting & transitions
55
TCW INVESTMENT MANAGEMENT COMPANY LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$38.82B RAUM · 114 reps · 213-244-0000
Office IT & facilitiesCRMRecruiting & transitions
55
FIDUCIENT ADVISORS LLC added office(s): 13 -> 17 additional locations. IAPD ↗
$97.54B RAUM · 78 reps · 312-853-1000 · fiducientadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC added office(s): 104 -> 167 additional locations. IAPD ↗
$1721.03B RAUM · 175 reps · 800-650-9744 · thomaspartnersinvestmentmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
OAKTREE CAPITAL MANAGEMENT, L.P. added office(s): 14 -> 16 additional locations. IAPD ↗
$183.29B RAUM · 282 reps · 213-830-6300
Office IT & facilitiesCRMRecruiting & transitions
55
PINNACLE ADVISORS added office(s): 5 -> 6 additional locations. IAPD ↗
$2.14B RAUM · 19 reps · 419-526-5226 · pinnacleadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
WINSLOW CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$28.66B RAUM · 19 reps · 612-376-9100 · winslowcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
BLACKROCK FINANCIAL MANAGEMENT, INC added office(s): 18 -> 20 additional locations. IAPD ↗
$1595.10B RAUM · 889 reps · 212 810 5300 · ishares.com
Office IT & facilitiesCRMRecruiting & transitions
55
TEACHERS ADVISORS, LLC added office(s): 19 -> 28 additional locations. IAPD ↗
$436.33B RAUM · 296 reps · 212-490-9000
Office IT & facilitiesCRMRecruiting & transitions
55
SAVANT WEALTH MANAGEMENT added office(s): 46 -> 49 additional locations. IAPD ↗
$38.13B RAUM · 238 reps · 815-227-0300
Office IT & facilitiesCRMRecruiting & transitions
55
PEKIN HARDY STRAUSS, INC. added office(s): 2 -> 4 additional locations. IAPD ↗
$1.55B RAUM · 9 reps · 312-554-7525
Office IT & facilitiesCRMRecruiting & transitions
55
TRANSAMERICA RETIREMENT ADVISORS, LLC added office(s): 158 -> 173 additional locations. IAPD ↗
$18.83B RAUM · 173 reps · 866-368-0566 · transamerica.com
Office IT & facilitiesCRMRecruiting & transitions
55
INTELLICENTS INVESTMENT SOLUTIONS INC added office(s): 10 -> 12 additional locations. IAPD ↗
$9.92B RAUM · 48 reps · 507-377-2919
Office IT & facilitiesCRMRecruiting & transitions
55
SYM FINANCIAL ADVISORS added office(s): 4 -> 5 additional locations. IAPD ↗
$5.81B RAUM · 49 reps · 800-888-7968
Office IT & facilitiesCRMRecruiting & transitions
55
PT ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$11.35B RAUM · 16 reps · 312-521-1000
Office IT & facilitiesCRMRecruiting & transitions
55
MEDIQUS ASSET ADVISORS, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$1.46B RAUM · 6 reps · 312-419-3733 · mediqus.com
Office IT & facilitiesCRMRecruiting & transitions
55
CJM WEALTH ADVISERS, LTD. added office(s): 8 -> 9 additional locations. IAPD ↗
$1.47B RAUM · 11 reps · 703-425-0700
Office IT & facilitiesCRMRecruiting & transitions
55
BOYD WATTERSON ASSET MANAGEMENT, LLC added office(s): 6 -> 8 additional locations. IAPD ↗
$18.81B RAUM · 51 reps · 216-771-3450 · boydwatterson.com
Office IT & facilitiesCRMRecruiting & transitions
55
LEAVELL INVESTMENT MANAGEMENT, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$3.40B RAUM · 24 reps · 251-433-3709 · leavellinvestments.com
Office IT & facilitiesCRMRecruiting & transitions
55
ENTRUST GLOBAL PARTNERS LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$11.82B RAUM · 40 reps · 212-888-1040 · entrustglobal.com
Office IT & facilitiesCRMRecruiting & transitions
55
PATHWAY CAPITAL MANAGEMENT, LP added office(s): 3 -> 4 additional locations. IAPD ↗
$97.82B RAUM · 88 reps · 949-622-1000 · pathwaycapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
EARNED WEALTH ADVISORS, LLC added office(s): 20 -> 24 additional locations. IAPD ↗
$3.11B RAUM · 33 reps · 925.939.2500
Office IT & facilitiesCRMRecruiting & transitions
55
SEIA added office(s): 22 -> 25 additional locations. IAPD ↗
$22.54B RAUM · 128 reps · 310-712-2323
Office IT & facilitiesCRMRecruiting & transitions
55
ALLIANCEBERNSTEIN L.P. added office(s): 54 -> 59 additional locations. IAPD ↗
$763.40B RAUM · 1616 reps · 615-622-0000
Office IT & facilitiesCRMRecruiting & transitions
55
BRIGHTON JONES LLC added office(s): 20 -> 23 additional locations. IAPD ↗
$18.88B RAUM · 156 reps · 206-258-5000
Office IT & facilitiesCRMRecruiting & transitions
55
MISSIONSQUARE RETIREMENT added office(s): 9 -> 11 additional locations. IAPD ↗
$6.31B RAUM · 174 reps · 202-962-4600
Office IT & facilitiesCRMRecruiting & transitions
55
COLDSTREAM WEALTH MANAGEMENT added office(s): 8 -> 9 additional locations. IAPD ↗
$13.93B RAUM · 166 reps · 425-283-1600
Office IT & facilitiesCRMRecruiting & transitions
55
PRINCIPAL REAL ESTATE added office(s): 13 -> 15 additional locations. IAPD ↗
$105.65B RAUM · 310 reps · 800-787-1621 · principalcef.com
Office IT & facilitiesCRMRecruiting & transitions
55
CREATIVE FINANCIAL DESIGNS, INC. added office(s): 101 -> 104 additional locations. IAPD ↗
$2.94B RAUM · 155 reps · 765-453-9600 · creativefinancialdesigns.com
Office IT & facilitiesCRMRecruiting & transitions
55
GRIMES & COMPANY added office(s): 26 -> 30 additional locations. IAPD ↗
$6.30B RAUM · 36 reps · 508-366-3883
Office IT & facilitiesCRMRecruiting & transitions
55
CIBC PRIVATE WEALTH ADVISORS, INC. added office(s): 13 -> 16 additional locations. IAPD ↗
$67.84B RAUM · 220 reps · 312-368-7700 · vimeo.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADVANCED CAPITAL GROUP added office(s): 0 -> 1 additional locations. IAPD ↗
$29.99B RAUM · 11 reps · 612-230-3000
Office IT & facilitiesCRMRecruiting & transitions
55
BBR PARTNERS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$36.49B RAUM · 53 reps · 212-313-9870 · bbrpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
WOODMONT INVESTMENT COUNSEL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$2.01B RAUM · 11 reps · 615-297-6144
Office IT & facilitiesCRMRecruiting & transitions
55
BEAM WEALTH ADVISORS, INC. added office(s): 29 -> 32 additional locations. IAPD ↗
$1.60B RAUM · 27 reps · 985-893-1440 · beamwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
SENTINEL PENSION ADVISORS, LLC. added office(s): 21 -> 23 additional locations. IAPD ↗
$11.94B RAUM · 48 reps · 781-914-1361
Office IT & facilitiesCRMRecruiting & transitions
55
CRAWFORD INVESTMENT COUNSEL INC added office(s): 0 -> 1 additional locations. IAPD ↗
$9.14B RAUM · 27 reps · 770-859-0045 · crawfordinvestmentfunds.com
Office IT & facilitiesCRMRecruiting & transitions
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. added office(s): 10 -> 15 additional locations. IAPD ↗
$702.25B RAUM · 250 reps · 212-761-4000 · morganstanley.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIRST HEARTLAND CONSULTANTS, INC. added office(s): 68 -> 71 additional locations. IAPD ↗
$2.09B RAUM · 88 reps · 636-625-0900 · firstheartland.com
Office IT & facilitiesCRMRecruiting & transitions
55
GREENWOOD GEARHART, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.97B RAUM · 14 reps · 479-521-5353
Office IT & facilitiesCRMRecruiting & transitions
55
COYLE added office(s): 1 -> 6 additional locations. IAPD ↗
$1.05B RAUM · 10 reps · 847-441-5644
Office IT & facilitiesCRMRecruiting & transitions
55
BUCKHEAD CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$5.76B RAUM · 12 reps · 404-720-8800 · buckheadcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
EAGLE STRATEGIES LLC added office(s): 864 -> 891 additional locations. IAPD ↗
$32.04B RAUM · 2463 reps · (888) 695-3245 · eaglestrategies.com
Office IT & facilitiesCRMRecruiting & transitions
55
PETERSEN HASTINGS WEALTH ADVISORS, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$1.58B RAUM · 16 reps · 509-735-0484 · petersenhastings.com
Office IT & facilitiesCRMRecruiting & transitions
55
TLG ADVISORS, INC. added office(s): 107 -> 120 additional locations. IAPD ↗
$2.30B RAUM · 155 reps · 888-371-0013
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTHCARE CAPITAL MANAGEMENT LLC added office(s): 21 -> 23 additional locations. IAPD ↗
$3.93B RAUM · 35 reps · 804-644-4711
Office IT & facilitiesCRMRecruiting & transitions
55
ORLEANS CAPITAL MANAGEMENT CORP added office(s): 3 -> 5 additional locations. IAPD ↗
$2.13B RAUM · 6 reps · 504-592-4680 · orleanscapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
BOUCHEY FINANCIAL GROUP LTD added office(s): 3 -> 4 additional locations. IAPD ↗
$1.61B RAUM · 11 reps · 518-720-3333 · boucheyfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
U.S. BANCORP ASSET MANAGEMENT, INC. added office(s): 25 -> 50 additional locations. IAPD ↗
$427.48B RAUM · 62 reps · 717-232-2723
Office IT & facilitiesCRMRecruiting & transitions
55
MARINER INSTITUTIONAL, LLC added office(s): 7 -> 15 additional locations. IAPD ↗
$2.82B RAUM · 148 reps · 844-442-6326 · marinerwealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
EMPOWER ADVISORY GROUP, LLC added office(s): 5 -> 1234 additional locations. IAPD ↗
$195.43B RAUM · 6138 reps · 866-575-4977 · empower.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADVISORS CAPITAL MANAGEMENT, LLC added office(s): 21 -> 22 additional locations. IAPD ↗
$12.20B RAUM · 57 reps · 201-447-3400 · bridgeviewwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
J. W. COLE ADVISORS, INC. added office(s): 275 -> 278 additional locations. IAPD ↗
$8.25B RAUM · 468 reps · (813) 935-6776 · jw-cole.com
Office IT & facilitiesCRMRecruiting & transitions
55
CONSOLIDATED PORTFOLIO REVIEW CORP added office(s): 26 -> 47 additional locations. IAPD ↗
$1.59B RAUM · 47 reps · 631-845-5100 · martinsonstolleradvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADVISORNET WEALTH PARTNERS added office(s): 36 -> 37 additional locations. IAPD ↗
$3.15B RAUM · 68 reps · 612-347-8600 · fsaadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
AMB WEALTH, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.07B RAUM · 14 reps · 866-277-1500
Office IT & facilitiesCRMRecruiting & transitions
55
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$36.93B RAUM · 32 reps · 213-430-1000
Office IT & facilitiesCRMRecruiting & transitions
55
ONE CAPITAL MANAGEMENT, LLC added office(s): 8 -> 11 additional locations. IAPD ↗
$8.53B RAUM · 55 reps · 805.409.8150 · fundxetfs.com
Office IT & facilitiesCRMRecruiting & transitions
55
EFS ADVISORS added office(s): 24 -> 25 additional locations. IAPD ↗
$2.40B RAUM · 52 reps · 763-689-9023 · tsainvest.com
Office IT & facilitiesCRMRecruiting & transitions
55
WAVERLY ADVISORS, LLC added office(s): 43 -> 48 additional locations. IAPD ↗
$29.78B RAUM · 197 reps · 205-871-3334 · waverly-advisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
WELLESLEY ASSET MANAGEMENT, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$1.99B RAUM · 19 reps · 781-416-4000 · wellesleyassetmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added office(s): 144 -> 184 additional locations. IAPD ↗
$122.19B RAUM · 850 reps · 763-417-1700 · wealthenhancement.com
Office IT & facilitiesCRMRecruiting & transitions
55
SAGE FINANCIAL GROUP INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$4.29B RAUM · 21 reps · 484-342-4400
Office IT & facilitiesCRMRecruiting & transitions
55
SEQUOIA FINANCIAL GROUP, L.L.C. added office(s): 36 -> 38 additional locations. IAPD ↗
$32.24B RAUM · 195 reps · 330-375-9480
Office IT & facilitiesCRMRecruiting & transitions
55
HOWARD CAPITAL MANAGEMENT, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$8.01B RAUM · 10 reps · 770-642-4902 · howardcmetfs.com
Office IT & facilitiesCRMRecruiting & transitions
55
SILVERCREST ASSET MANAGEMENT GROUP LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$28.33B RAUM · 92 reps · 212-649-0600
Office IT & facilitiesCRMRecruiting & transitions
55
MAIN MANAGEMENT, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$1.90B RAUM · 25 reps · 415-217-5800
Office IT & facilitiesCRMRecruiting & transitions
55
PINKERTON WEALTH PARTNERS added office(s): 4 -> 6 additional locations. IAPD ↗
$1.44B RAUM · 16 reps · 800-634-2008
Office IT & facilitiesCRMRecruiting & transitions
55
WEALTHSPIRE RETIREMENT ADVISORY added office(s): 44 -> 50 additional locations. IAPD ↗
$38.61B RAUM · 139 reps · 949.460.9898 · wealthspire.com
Office IT & facilitiesCRMRecruiting & transitions
55
LIGHTHOUSE FINANCIAL ADVISORS, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$1.11B RAUM · 7 reps · (732) 747-6680 · lfadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
SCS CAPITAL MANAGEMENT LLC added office(s): 10 -> 12 additional locations. IAPD ↗
$48.65B RAUM · 99 reps · 617-204-6400 · focusfinancialpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
RETIREMENT PLAN ADVISORS, LLC added office(s): 28 -> 30 additional locations. IAPD ↗
$3.54B RAUM · 47 reps · 312-701-1100 · retirementplanadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$9.84B RAUM · 18 reps · 410-537-5400
Office IT & facilitiesCRMRecruiting & transitions
55
JFG FAMILY OFFICE added office(s): 1 -> 2 additional locations. IAPD ↗
$4.53B RAUM · 35 reps · 720-475-1195
Office IT & facilitiesCRMRecruiting & transitions
55
INDEPENDENT FINANCIAL PARTNERS added office(s): 155 -> 171 additional locations. IAPD ↗
$16.29B RAUM · 302 reps · 813-341-0960 · tampafinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
VALEO FINANCIAL ADVISORS, LLC added office(s): 9 -> 16 additional locations. IAPD ↗
$12.96B RAUM · 119 reps · 317.218.6000
Office IT & facilitiesCRMRecruiting & transitions
55
APRIO WEALTH MANAGEMENT, LLC added office(s): 14 -> 15 additional locations. IAPD ↗
$4.15B RAUM · 32 reps · 404-892-9651 · wealth.aprio.com
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMITRY, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$3.35B RAUM · 20 reps · 650-212-2240 · summitry.com
Office IT & facilitiesCRMRecruiting & transitions
55
ABACUS WEALTH PARTNERS added office(s): 27 -> 31 additional locations. IAPD ↗
$3.58B RAUM · 37 reps · 888-422-2287 · doneby60.com
Office IT & facilitiesCRMRecruiting & transitions
55
MCF ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$4.68B RAUM · 30 reps · 859-967-0999
Office IT & facilitiesCRMRecruiting & transitions
55
CSENGE ADVISORY GROUP, LLC added office(s): 27 -> 36 additional locations. IAPD ↗
$3.17B RAUM · 67 reps · 727-437-6000
Office IT & facilitiesCRMRecruiting & transitions
55
BASSO CAPITAL MANAGEMENT, L.P. added office(s): 2 -> 3 additional locations. IAPD ↗
$2.56B RAUM · 6 reps · 203 352-6100 · bassocap.com
Office IT & facilitiesCRMRecruiting & transitions
55
WATERLOO CAPITAL added office(s): 9 -> 11 additional locations. IAPD ↗
$2.26B RAUM · 44 reps · 512-777-5900 · elementconsultants.com
Office IT & facilitiesCRMRecruiting & transitions
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. added office(s): 2260 -> 2339 additional locations. IAPD ↗
$138.69B RAUM · 3496 reps · 641-472-5100 · cambridgestronger.com
Office IT & facilitiesCRMRecruiting & transitions
55
CURI CAPITAL, LLC added office(s): 9 -> 10 additional locations. IAPD ↗
$11.58B RAUM · 106 reps · 312-993-5800
Office IT & facilitiesCRMRecruiting & transitions
55
UNITED CAPITAL FINANCIAL ADVISORS added office(s): 41 -> 46 additional locations. IAPD ↗
$24.65B RAUM · 162 reps · 972-822-2055
Office IT & facilitiesCRMRecruiting & transitions
55
STERLING CAPITAL MANAGEMENT LLC added office(s): 4 -> 10 additional locations. IAPD ↗
$69.23B RAUM · 64 reps · 704-927-4175 · sterlingcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
FOUNDERS FINANCIAL SECURITIES, LLC added office(s): 62 -> 68 additional locations. IAPD ↗
$4.14B RAUM · 101 reps · 410-308-9988 · dreambridgeplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
NAVY FEDERAL INVESTMENT SERVICES, LLC added office(s): 70 -> 78 additional locations. IAPD ↗
$2.10B RAUM · 147 reps · 703-206-1517 · navyfederal.org
Office IT & facilitiesCRMRecruiting & transitions
55
SPROTT ASSET MANAGEMENT USA INC. added office(s): 2 -> 4 additional locations. IAPD ↗
$10.12B RAUM · 35 reps · 203-656-2400 · sprott.com
Office IT & facilitiesCRMRecruiting & transitions
55
MARINER added office(s): 115 -> 130 additional locations. IAPD ↗
$125.41B RAUM · 933 reps · 913-904-5700 · partnerwithmariner.com
Office IT & facilitiesCRMRecruiting & transitions
55
HARDY REED, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$2.89B RAUM · 12 reps · 662-823-4722 · hardyreed.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIRST PACIFIC ADVISORS, LP added office(s): 12 -> 17 additional locations. IAPD ↗
$32.00B RAUM · 21 reps · 800-982-4372 · fpag.fpa.com
Office IT & facilitiesCRMRecruiting & transitions
55
TRUENORTH WEALTH added office(s): 3 -> 4 additional locations. IAPD ↗
$1.27B RAUM · 10 reps · 801-274-1820
Office IT & facilitiesCRMRecruiting & transitions
55
MERIT FINANCIAL ADVISORS added office(s): 59 -> 65 additional locations. IAPD ↗
$23.88B RAUM · 229 reps · 678-867-7050
Office IT & facilitiesCRMRecruiting & transitions
55
SIKICH FINANCIAL added office(s): 9 -> 10 additional locations. IAPD ↗
$1.18B RAUM · 18 reps · 217-862-1843 · sikich.com
Office IT & facilitiesCRMRecruiting & transitions
55
KEATING FINANCIAL ADVISORY SERVICES added office(s): 6 -> 8 additional locations. IAPD ↗
$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com
Office IT & facilitiesCRMRecruiting & transitions
55
BELPOINTE ASSET MANAGEMENT LLC added office(s): 107 -> 113 additional locations. IAPD ↗
$7.58B RAUM · 151 reps · 2036293300 · belpointe.com
Office IT & facilitiesCRMRecruiting & transitions
55
COMPOSITION WEALTH, LLC added office(s): 11 -> 19 additional locations. IAPD ↗
$9.47B RAUM · 63 reps · (310) 246-1243 · composition.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROYAL FUND MANAGEMENT, LLC added office(s): 87 -> 95 additional locations. IAPD ↗
$1.56B RAUM · 83 reps · 352-750-1637
Office IT & facilitiesCRMRecruiting & transitions
55
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$1.54B RAUM · 26 reps · 716-568-8566 · iswealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
TBH GLOBAL ASSET MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.48B RAUM · 0 reps · 615-690-4820
Office IT & facilitiesCRMRecruiting & transitions
55
ADVISORY SERVICES NETWORK added office(s): 84 -> 117 additional locations. IAPD ↗
$10.60B RAUM · 247 reps · 770-352-0449
Office IT & facilitiesCRMRecruiting & transitions
55
FORT POINT CAPITAL PARTNERS LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$2.89B RAUM · 17 reps · (415) 449-0570 · fortpointcap.com
Office IT & facilitiesCRMRecruiting & transitions
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED added office(s): 95 -> 100 additional locations. IAPD ↗
$18.92B RAUM · 450 reps · 314-726-1600
Office IT & facilitiesCRMRecruiting & transitions
55
MERCER GLOBAL ADVISORS INC. added office(s): 107 -> 257 additional locations. IAPD ↗
$84.40B RAUM · 632 reps · (888) 885-8101
Office IT & facilitiesCRMRecruiting & transitions
55
MILLER TABAK ASSET MANAGEMENT added office(s): 0 -> 2 additional locations. IAPD ↗
$1.24B RAUM · 3 reps · 212-850-8103 · millertabakam.com
Office IT & facilitiesCRMRecruiting & transitions
55
GEOWEALTH MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$17.57B RAUM · 20 reps · (312) 219-9160
Office IT & facilitiesCRMRecruiting & transitions
55
KRILOGY added office(s): 4 -> 5 additional locations. IAPD ↗
$5.20B RAUM · 65 reps · 314-884-2800
Office IT & facilitiesCRMRecruiting & transitions
55
EVERMAY WEALTH MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.33B RAUM · 17 reps · 703 822-5696
Office IT & facilitiesCRMRecruiting & transitions
55
IRONVIEW CAPITAL MANAGEMENT, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$1.39B RAUM · 9 reps · 215-793-0111 · ironview.com
Office IT & facilitiesCRMRecruiting & transitions
55
CARNEGIE INVESTMENT COUNSEL added office(s): 9 -> 10 additional locations. IAPD ↗
$7.51B RAUM · 39 reps · 216-367-4114
Office IT & facilitiesCRMRecruiting & transitions
55
SENTRY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$2.33B RAUM · 3 reps · 901-820-0515 · sentryllc.com
Office IT & facilitiesCRMRecruiting & transitions
55
CAPITAL WEALTH PLANNING, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$17.25B RAUM · 6 reps · 239-593-2100
Office IT & facilitiesCRMRecruiting & transitions
55
C2 PRIVATE WEALTH added office(s): 3 -> 4 additional locations. IAPD ↗
$1.82B RAUM · 11 reps · 248-567-6688 · c2privatewealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
CERITY PARTNERS LLC added office(s): 55 -> 66 additional locations. IAPD ↗
$161.68B RAUM · 1102 reps · 212-850-4260
Office IT & facilitiesCRMRecruiting & transitions
55
VERUS CAPITAL PARTNERS, LLC added office(s): 27 -> 31 additional locations. IAPD ↗
$2.29B RAUM · 45 reps · 480-990-3719 · veruscapitalpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
ANDINA ADVISORS added office(s): 2 -> 4 additional locations. IAPD ↗
$1.26B RAUM · 13 reps · (435) 250 3700 · andinaadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
BTG PACTUAL ASSET MANAGEMENT US , LLC added office(s): 8 -> 10 additional locations. IAPD ↗
$30.11B RAUM · 108 reps · 212-293-4600
Office IT & facilitiesCRMRecruiting & transitions
55
COASTAL BRIDGE ADVISORS added office(s): 5 -> 6 additional locations. IAPD ↗
$5.02B RAUM · 25 reps · 203-683-1530 · focusfinancialpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
EMPIRICAL WEALTH MANAGEMENT added office(s): 14 -> 17 additional locations. IAPD ↗
$8.43B RAUM · 57 reps · 206-923-3474
Office IT & facilitiesCRMRecruiting & transitions
55
STRATOS WEALTH PARTNERS, LTD added office(s): 101 -> 170 additional locations. IAPD ↗
$18.65B RAUM · 352 reps · 440-519-2500 · rileyecholswealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
SOLTIS INVESTMENT ADVISORS, LLC added office(s): 12 -> 13 additional locations. IAPD ↗
$12.04B RAUM · 63 reps · 435-674-1600 · soltisadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
UNIPLAN INVESTMENT COUNSEL, INC. added office(s): 1 -> 5 additional locations. IAPD ↗
$1.04B RAUM · 10 reps · 262-534-3000 · uniplanic.com
Office IT & facilitiesCRMRecruiting & transitions
55
PRIVATE ADVISOR GROUP, LLC added office(s): 461 -> 476 additional locations. IAPD ↗
$44.33B RAUM · 670 reps · 973-538-7010
Office IT & facilitiesCRMRecruiting & transitions
55
NUVEEN ASSET MANAGEMENT, LLC added office(s): 19 -> 28 additional locations. IAPD ↗
$280.48B RAUM · 296 reps · 312-917-7700
Office IT & facilitiesCRMRecruiting & transitions
55
MODERA WEALTH MANAGEMENT, LLC added office(s): 28 -> 30 additional locations. IAPD ↗
$17.68B RAUM · 106 reps · (201) 768-4600 · napfa.org
Office IT & facilitiesCRMRecruiting & transitions
55
PROSPERITY CAPITAL ADVISORS added office(s): 39 -> 41 additional locations. IAPD ↗
$4.39B RAUM · 98 reps · 888-240-0064
Office IT & facilitiesCRMRecruiting & transitions
55
ALPHASTAR CAPITAL MANAGEMENT added office(s): 66 -> 86 additional locations. IAPD ↗
$2.50B RAUM · 130 reps · 855-340-2514 · alphastarcm.com
Office IT & facilitiesCRMRecruiting & transitions
55
ADVISORY ALPHA, LLC added office(s): 24 -> 27 additional locations. IAPD ↗
$4.37B RAUM · 61 reps · 866-530-1400 · advisoryalpha.com
Office IT & facilitiesCRMRecruiting & transitions
55
RFG ADVISORY, LLC added office(s): 61 -> 71 additional locations. IAPD ↗
$6.81B RAUM · 162 reps · 205-397-2450
Office IT & facilitiesCRMRecruiting & transitions
55
ASCENT WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$1.52B RAUM · 15 reps · 315-624-7300 · ascentwealthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. added office(s): 0 -> 1 additional locations. IAPD ↗
$2.30B RAUM · 25 reps · 305-482-8000 · efginternational.com
Office IT & facilitiesCRMRecruiting & transitions
55
CWA ASSET MANAGEMENT GROUP added office(s): 2 -> 4 additional locations. IAPD ↗
$4.51B RAUM · 35 reps · 239-434-7434
Office IT & facilitiesCRMRecruiting & transitions
55
CGN ADVISORS, LLC added office(s): 32 -> 34 additional locations. IAPD ↗
$1.60B RAUM · 41 reps · 910-333-6659 · stowersfinancialplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
ANGELES WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$2.81B RAUM · 13 reps · 310-393-6300 · angeleswealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROTHSCHILD WEALTH LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.70B RAUM · 23 reps · 630-448-5711
Office IT & facilitiesCRMRecruiting & transitions
55
ASA MANAGED ACCOUNT MANAGERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.06B RAUM · 0 reps · 952 847-2450 · asallc.com
Office IT & facilitiesCRMRecruiting & transitions
55
CORNERSTONE WEALTH MANAGEMENT, LLC added office(s): 42 -> 45 additional locations. IAPD ↗
$4.93B RAUM · 102 reps · (314) 394-1670
Office IT & facilitiesCRMRecruiting & transitions
55
STEELPEAK WEALTH, LLC added office(s): 10 -> 12 additional locations. IAPD ↗
$4.15B RAUM · 35 reps · (818) 835-8720 · steelpeak.com
Office IT & facilitiesCRMRecruiting & transitions
55
STRATEGIC WEALTH INVESTMENT GROUP, LLC added office(s): 17 -> 19 additional locations. IAPD ↗
$1.38B RAUM · 41 reps · 502-412-3354
Office IT & facilitiesCRMRecruiting & transitions
55
IBEX WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.28B RAUM · 5 reps · 908-849-4800
Office IT & facilitiesCRMRecruiting & transitions
55
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$1.02B RAUM · 6 reps · 616-942-1580 · lafleurgodfrey.com
Office IT & facilitiesCRMRecruiting & transitions
55
FOURSTAR WEALTH ADVISORS, LLC added office(s): 27 -> 28 additional locations. IAPD ↗
$1.42B RAUM · 37 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
Office IT & facilitiesCRMRecruiting & transitions
55
ARENA CAPITAL ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$5.33B RAUM · 9 reps · 310-806-6700
Office IT & facilitiesCRMRecruiting & transitions
55
APELLA WEALTH added office(s): 29 -> 36 additional locations. IAPD ↗
$9.78B RAUM · 93 reps · 860.785.2260
Office IT & facilitiesCRMRecruiting & transitions
55
VALOR ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$4.01B RAUM · 8 reps · 305-424-1432 · valorad.com
Office IT & facilitiesCRMRecruiting & transitions
55
ENVESTNET RETIREMENT SOLUTIONS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$16.30B RAUM · 15 reps · 1-866-318-4015 · envestnet.com
Office IT & facilitiesCRMRecruiting & transitions
55
SYMPHONY FINANCIAL, LTD. CO. added office(s): 5 -> 6 additional locations. IAPD ↗
$1.35B RAUM · 23 reps · 281-272-6800 · thegreensagegroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
INTEGRATED ADVISORS NETWORK LLC added office(s): 45 -> 47 additional locations. IAPD ↗
$5.52B RAUM · 81 reps · 855-729-4222
Office IT & facilitiesCRMRecruiting & transitions
55
SPIDERROCK ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$9.83B RAUM · 43 reps · (312) 847-0300 · spiderrockadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIDUCIARY FINANCIAL ADVISORS added office(s): 6 -> 15 additional locations. IAPD ↗
$1.33B RAUM · 50 reps · 616-622-3062
Office IT & facilitiesCRMRecruiting & transitions
55
SVB WEALTH added office(s): 10 -> 24 additional locations. IAPD ↗
$3.10B RAUM · 36 reps · 6179124485 · firstcitizens.com
Office IT & facilitiesCRMRecruiting & transitions
55
PINE VALLEY INVESTMENTS added office(s): 0 -> 1 additional locations. IAPD ↗
$2.67B RAUM · 31 reps · 856-334-8260
Office IT & facilitiesCRMRecruiting & transitions
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC added office(s): 4 -> 7 additional locations. IAPD ↗
$2.20B RAUM · 15 reps · 617-572-0109 · johnhancock.com
Office IT & facilitiesCRMRecruiting & transitions
55
INTEGRATED INVESTMENT CONSULTANTS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.08B RAUM · 10 reps · 866-433-3581 · integratedic.com
Office IT & facilitiesCRMRecruiting & transitions
55
WORLD INVESTMENT ADVISORS, LLC added office(s): 73 -> 124 additional locations. IAPD ↗
$71.64B RAUM · 471 reps · 800-833-1862
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMIT TRAIL ADVISORS, LLC added office(s): 12 -> 16 additional locations. IAPD ↗
$19.94B RAUM · 31 reps · 212-812-7010 · summittrail.com
Office IT & facilitiesCRMRecruiting & transitions
55
GLADSTONE WEALTH PARTNERS added office(s): 43 -> 51 additional locations. IAPD ↗
$5.68B RAUM · 104 reps · (908)-719-1313
Office IT & facilitiesCRMRecruiting & transitions
55
LIDO added office(s): 40 -> 45 additional locations. IAPD ↗
$42.50B RAUM · 235 reps · 800-301-5496 · lidoadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIRST NATIONAL ADVISERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$7.37B RAUM · 20 reps · (800) 538-7298 · fnbo.com
Office IT & facilitiesCRMRecruiting & transitions
55
INTRUA FINANCIAL added office(s): 8 -> 26 additional locations. IAPD ↗
$1.75B RAUM · 38 reps · 713-355-9910
Office IT & facilitiesCRMRecruiting & transitions
55
GIBBS WEALTH MANAGEMENT, LLC added office(s): 76 -> 127 additional locations. IAPD ↗
$1.06B RAUM · 59 reps · 678-694-8770 · tfswealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
3EDGE ASSET MANAGEMENT, LP added office(s): 5 -> 8 additional locations. IAPD ↗
$1.95B RAUM · 12 reps · 844-903-3343
Office IT & facilitiesCRMRecruiting & transitions
55
INSIGNEO ADVISORY SERVICES, LLC added office(s): 15 -> 16 additional locations. IAPD ↗
$5.16B RAUM · 178 reps · 305.373.9000 · insigneo.com
Office IT & facilitiesCRMRecruiting & transitions
55
NICOLET WEALTH MANAGEMENT added office(s): 10 -> 13 additional locations. IAPD ↗
$4.29B RAUM · 45 reps · 920-430-1400 · nicoletbank.com
Office IT & facilitiesCRMRecruiting & transitions
55
OREI ADVISORS LP added office(s): 1 -> 2 additional locations. IAPD ↗
$2.18B RAUM · 24 reps · 650-681-0185 · ohanare.com
Office IT & facilitiesCRMRecruiting & transitions
55
CLARK ASSET MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$1.32B RAUM · 6 reps · 603-237-1341
Office IT & facilitiesCRMRecruiting & transitions
55
INTEGRATED WEALTH CONCEPTS LLC added office(s): 112 -> 120 additional locations. IAPD ↗
$18.92B RAUM · 491 reps · (781) 890-3045
Office IT & facilitiesCRMRecruiting & transitions
55
THE FIDUCIARY ALLIANCE added office(s): 22 -> 23 additional locations. IAPD ↗
$2.53B RAUM · 45 reps · 864-385-7999
Office IT & facilitiesCRMRecruiting & transitions
55
XML FINANCIAL GROUP added office(s): 24 -> 25 additional locations. IAPD ↗
$3.30B RAUM · 26 reps · (301) 770-5234 · focusfinancialpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT added office(s): 5 -> 6 additional locations. IAPD ↗
$11.35B RAUM · 5 reps · 844-317-5190
Office IT & facilitiesCRMRecruiting & transitions
55
CBIZ INVESTMENT ADVISORY SERVICES, LLC added office(s): 20 -> 23 additional locations. IAPD ↗
$12.76B RAUM · 87 reps · 216-447-9000
Office IT & facilitiesCRMRecruiting & transitions
55
STRATEGIC GLOBAL ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$3.03B RAUM · 10 reps · 949-706-2640 · sgadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
ACCEL WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$1.15B RAUM · 10 reps · 319-596-1101 · acceladvantage.com
Office IT & facilitiesCRMRecruiting & transitions
55
55IP added office(s): 1 -> 3 additional locations. IAPD ↗
$36.74B RAUM · 85 reps · 617-960-9559 · 55-ip.com
Office IT & facilitiesCRMRecruiting & transitions
55
AVESTAR CAPITAL, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$2.07B RAUM · 6 reps · 212-706-4140 · avestarcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
MERIDIAN WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.37B RAUM · 11 reps · 610-272-4700
Office IT & facilitiesCRMRecruiting & transitions
55
ALERA INVESTMENT ADVISORS, LLC added office(s): 23 -> 27 additional locations. IAPD ↗
$5.29B RAUM · 67 reps · (847) 457-3000 · aleragroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
ATLANTA CONSULTING GROUP ADVISORS, LLC added office(s): 1 -> 11 additional locations. IAPD ↗
$14.70B RAUM · 10 reps · 888-317-2810
Office IT & facilitiesCRMRecruiting & transitions
55
WINTHROP WEALTH added office(s): 17 -> 19 additional locations. IAPD ↗
$3.10B RAUM · 25 reps · 617-530-1010
Office IT & facilitiesCRMRecruiting & transitions
55
GRYPHON FINANCIAL PARTNERS added office(s): 1 -> 4 additional locations. IAPD ↗
$2.44B RAUM · 15 reps · 614-929-2880
Office IT & facilitiesCRMRecruiting & transitions
55
PROCYON added office(s): 10 -> 23 additional locations. IAPD ↗
$9.20B RAUM · 49 reps · (475) 232-2704
Office IT & facilitiesCRMRecruiting & transitions
55
VERDENCE CAPITAL ADVISORS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$4.63B RAUM · 29 reps · 410-472-5380 · verdence.com
Office IT & facilitiesCRMRecruiting & transitions
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$6.18B RAUM · 31 reps · 317-975-5033
Office IT & facilitiesCRMRecruiting & transitions
55
PRIME CAPITAL FINANCIAL added office(s): 83 -> 87 additional locations. IAPD ↗
$39.14B RAUM · 266 reps · (800) 493-6226
Office IT & facilitiesCRMRecruiting & transitions
55
INTEGRITY ADVISORY SOLUTIONS added office(s): 71 -> 100 additional locations. IAPD ↗
$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com
Office IT & facilitiesCRMRecruiting & transitions
55
ARKADIOS WEALTH ADVISORS added office(s): 64 -> 104 additional locations. IAPD ↗
$8.79B RAUM · 151 reps · 404-445-0035
Office IT & facilitiesCRMRecruiting & transitions
55
ROCKEFELLER CAPITAL MANAGEMENT added office(s): 64 -> 67 additional locations. IAPD ↗
$99.60B RAUM · 815 reps · 212-549-5100
Office IT & facilitiesCRMRecruiting & transitions
55
CX INSTITUTIONAL, LLC added office(s): 14 -> 15 additional locations. IAPD ↗
$4.46B RAUM · 73 reps · 260-927-1830 · credentwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
ROCKEFELLER CAPITAL MANAGEMENT added office(s): 47 -> 51 additional locations. IAPD ↗
$36.76B RAUM · 372 reps · 212-549-5100 · rockco.com
Office IT & facilitiesCRMRecruiting & transitions
55
SOVEREIGN FINANCIAL GROUP, INC. added office(s): 22 -> 24 additional locations. IAPD ↗
$1.08B RAUM · 23 reps · (888) 765-8180
Office IT & facilitiesCRMRecruiting & transitions
55
ATOM INVESTORS LP added office(s): 0 -> 1 additional locations. IAPD ↗
$6.83B RAUM · 8 reps · (737) 249-0292 · atomlp.com
Office IT & facilitiesCRMRecruiting & transitions
55
CENTURA WEALTH ADVISORY added office(s): 2 -> 3 additional locations. IAPD ↗
$1.20B RAUM · 19 reps · 858-771-9500
Office IT & facilitiesCRMRecruiting & transitions
55
DECISIONPOINT FINANCIAL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.22B RAUM · 14 reps · 480-553-6249 · dp457b.com
Office IT & facilitiesCRMRecruiting & transitions
55
DAKOTA WEALTH, LLC added office(s): 18 -> 21 additional locations. IAPD ↗
$6.94B RAUM · 61 reps · (561) 774-8101 · dakotawm.com
Office IT & facilitiesCRMRecruiting & transitions
55
QUANTINNO CAPITAL MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗
$60.91B RAUM · 13 reps · (212) 812-8471
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMIT FINANCIAL, LLC added office(s): 47 -> 107 additional locations. IAPD ↗
$22.47B RAUM · 216 reps · 973-285-3600 · lbellwealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
KINTRA WEALTH, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$1.50B RAUM · 28 reps · 570-601-6960 · evergreenwealthsolutions.com
Office IT & facilitiesCRMRecruiting & transitions
55
TRANSCEND CAPITAL ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$2.91B RAUM · 27 reps · (973) 370-3203
Office IT & facilitiesCRMRecruiting & transitions
55
INDEPENDENCE SQUARE HOLDINGS, LLC added office(s): 10 -> 13 additional locations. IAPD ↗
$1.83B RAUM · 37 reps · 610-520-1500
Office IT & facilitiesCRMRecruiting & transitions
55
RESOLUTE PARTNERS GROUP added office(s): 4 -> 5 additional locations. IAPD ↗
$1.91B RAUM · 5 reps · 415-699-0309
Office IT & facilitiesCRMRecruiting & transitions
55
SIGNAL ADVISORS WEALTH, LLC added office(s): 18 -> 19 additional locations. IAPD ↗
$1.69B RAUM · 37 reps · 1-866-774-4625
Office IT & facilitiesCRMRecruiting & transitions
55
AMERICANA PARTNERS, LLC added office(s): 10 -> 11 additional locations. IAPD ↗
$9.10B RAUM · 34 reps · 713-429-5552 · americanapartners.podbean.com
Office IT & facilitiesCRMRecruiting & transitions
55
IEQ CAPITAL, LLC added office(s): 14 -> 16 additional locations. IAPD ↗
$56.77B RAUM · 193 reps · 650-581-9807 · ieqcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC added office(s): 10 -> 11 additional locations. IAPD ↗
$9.38B RAUM · 101 reps · 617-563-7000
Office IT & facilitiesCRMRecruiting & transitions
55
PTMA INVESTMENT ADVISORS added office(s): 10 -> 13 additional locations. IAPD ↗
$30.59B RAUM · 81 reps · 630-657-6400 · pmanetwork.com
Office IT & facilitiesCRMRecruiting & transitions
55
VENTURE VISIONARY PARTNERS LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$5.24B RAUM · 18 reps · (419) 464-7401
Office IT & facilitiesCRMRecruiting & transitions
55
GUARDIAN WEALTH ADVISORS, LLC added office(s): 12 -> 13 additional locations. IAPD ↗
$2.74B RAUM · 30 reps · 919-249-1810 · valleypeakfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
MARINER INDEPENDENT added office(s): 50 -> 55 additional locations. IAPD ↗
$7.34B RAUM · 106 reps · 913-904-5700
Office IT & facilitiesCRMRecruiting & transitions
55
FERMATA ADVISORS added office(s): 4 -> 5 additional locations. IAPD ↗
$1.01B RAUM · 13 reps · (707) 938-7414 · richfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
WEDMONT PRIVATE CAPITAL added office(s): 8 -> 9 additional locations. IAPD ↗
$3.44B RAUM · 11 reps · (610) 885-8200 · wedmont.com
Office IT & facilitiesCRMRecruiting & transitions
55
HAYS FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$7.45B RAUM · 6 reps · (612) 373-9863
Office IT & facilitiesCRMRecruiting & transitions
55
NEW EDGE WEALTH added office(s): 14 -> 18 additional locations. IAPD ↗
$19.93B RAUM · 99 reps · 2034242262
Office IT & facilitiesCRMRecruiting & transitions
55
MAYFLOWER ADVISORS added office(s): 6 -> 7 additional locations. IAPD ↗
$5.82B RAUM · 27 reps · 617-259-1767
Office IT & facilitiesCRMRecruiting & transitions
55
BERGER FINANCIAL GROUP added office(s): 8 -> 9 additional locations. IAPD ↗
$2.95B RAUM · 57 reps · 763-746-2666 · indfinco.com
Office IT & facilitiesCRMRecruiting & transitions
55
SEASONS OF ADVICE WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations. IAPD ↗
$1.22B RAUM · 12 reps · 212-977-3111 · soaplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
CONFLUENCE FINANCIAL PARTNERS added office(s): 7 -> 8 additional locations. IAPD ↗
$6.84B RAUM · 38 reps · 724-271-8801
Office IT & facilitiesCRMRecruiting & transitions
55
HILL INVESTMENT GROUP added office(s): 6 -> 7 additional locations. IAPD ↗
$1.35B RAUM · 8 reps · 314-448-4023
Office IT & facilitiesCRMRecruiting & transitions
55
KERA CAPITAL PARTNERS added office(s): 3 -> 4 additional locations. IAPD ↗
$1.36B RAUM · 8 reps · 408-668-2201
Office IT & facilitiesCRMRecruiting & transitions
55
FIFTH THIRD WEALTH ADVISORS LLC added office(s): 10 -> 12 additional locations. IAPD ↗
$7.80B RAUM · 58 reps · (513) 268-8380
Office IT & facilitiesCRMRecruiting & transitions
55
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$204.18B RAUM · 105 reps · 410-345-2000 · troweprice.com
Office IT & facilitiesCRMRecruiting & transitions
55
ARS WEALTH ADVISORS added office(s): 3 -> 4 additional locations. IAPD ↗
$1.64B RAUM · 16 reps · 727-322-7681 · focusfinancialpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
BELZBERG & CO. added office(s): 0 -> 1 additional locations. IAPD ↗
$2.33B RAUM · 14 reps · 212-390-9768
Office IT & facilitiesCRMRecruiting & transitions
55
O'HAGAN GROUP, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$1.25B RAUM · 10 reps · 610-625-8855 · theohagangroup.net
Office IT & facilitiesCRMRecruiting & transitions
55
HIGHPOINT PLANNING PARTNERS added office(s): 64 -> 67 additional locations. IAPD ↗
$4.78B RAUM · 102 reps · 630-719-9222
Office IT & facilitiesCRMRecruiting & transitions
55
CALLAN FAMILY OFFICE, LLC added office(s): 12 -> 14 additional locations. IAPD ↗
$10.21B RAUM · 15 reps · (877) 506-7990
Office IT & facilitiesCRMRecruiting & transitions
55
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$1.70B RAUM · 9 reps · 212-697-1000
Office IT & facilitiesCRMRecruiting & transitions
55
SAVVY added office(s): 42 -> 126 additional locations. IAPD ↗
$5.00B RAUM · 101 reps · 833-745-6789 · savvywealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
VESTGEN ADVISORS, LLC added office(s): 14 -> 16 additional locations. IAPD ↗
$6.67B RAUM · 58 reps · 312-237-4446 · vestgen.com
Office IT & facilitiesCRMRecruiting & transitions
55
CONCENTRIC added office(s): 2 -> 3 additional locations. IAPD ↗
$13.91B RAUM · 16 reps · 888-265-2257 · concentricinnovation.com
Office IT & facilitiesCRMRecruiting & transitions
55
BUCK WEALTH STRATEGIES, LLC added office(s): 11 -> 15 additional locations. IAPD ↗
$1.64B RAUM · 39 reps · 888-210-6567
Office IT & facilitiesCRMRecruiting & transitions
55
GATEWAY WEALTH PARTNERS, LLC added office(s): 24 -> 25 additional locations. IAPD ↗
$2.28B RAUM · 83 reps · (920) 731-9293
Office IT & facilitiesCRMRecruiting & transitions
55
BEAUMONT FINANCIAL PARTNERS added office(s): 1 -> 3 additional locations. IAPD ↗
$3.76B RAUM · 15 reps · 781-400-2800
Office IT & facilitiesCRMRecruiting & transitions
55
CONCURRENT INVESTMENT ADVISORS, LLC added office(s): 43 -> 72 additional locations. IAPD ↗
$15.73B RAUM · 163 reps · 813-709-8800 · famwealthsolutions.com
Office IT & facilitiesCRMRecruiting & transitions
55
UNITED ADVISOR GROUP added office(s): 29 -> 32 additional locations. IAPD ↗
$1.43B RAUM · 51 reps · 888-242-4912 · orcuttfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
55
UPTICK PARTNERS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$1.06B RAUM · 25 reps · (936) 800-0800
Office IT & facilitiesCRMRecruiting & transitions
55
MODERN WEALTH MANAGEMENT, LLC added office(s): 17 -> 22 additional locations. IAPD ↗
$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site
Office IT & facilitiesCRMRecruiting & transitions
55
SAPIENT CAPITAL LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$13.76B RAUM · 30 reps · (317) 719-0157 · sapientcapital.com
Office IT & facilitiesCRMRecruiting & transitions
55
VICTORY FINANCIAL added office(s): 25 -> 31 additional locations. IAPD ↗
$1.34B RAUM · 47 reps · (512) 763-7671 · steadfastwealthplanning.com
Office IT & facilitiesCRMRecruiting & transitions
55
MIDLAND WEALTH MANAGEMENT added office(s): 6 -> 9 additional locations. IAPD ↗
$3.16B RAUM · 19 reps · 312-660-6516
Office IT & facilitiesCRMRecruiting & transitions
55
PORTSIDE WEALTH GROUP, LLC added office(s): 36 -> 42 additional locations. IAPD ↗
$1.43B RAUM · 47 reps · 385-412-1222 · cache-financial.com
Office IT & facilitiesCRMRecruiting & transitions
55
FIRST MANHATTAN CO. LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$38.09B RAUM · 51 reps · 212-756-3300
Office IT & facilitiesCRMRecruiting & transitions
55
COREVISION FINANCIAL GROUP added office(s): 2 -> 3 additional locations. IAPD ↗
$1.15B RAUM · 6 reps · 317-398-8200 · corevisionfg.com
Office IT & facilitiesCRMRecruiting & transitions
55
CASCADE FINANCIAL PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.38B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
Office IT & facilitiesCRMRecruiting & transitions
55
GC WEALTH MANAGEMENT RIA, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$5.83B RAUM · 34 reps · 617-234-7000 · generalcatalyst.com
Office IT & facilitiesCRMRecruiting & transitions
55
SPIREPOINT PRIVATE CLIENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.44B RAUM · 8 reps · 772-316-1271 · spirepointpc.com
Office IT & facilitiesCRMRecruiting & transitions
55
FORZA INVESTMENT GROUP, LP added office(s): 0 -> 1 additional locations. IAPD ↗
$3.94B RAUM · 6 reps · 973-315-5394 · forza-ig.com
Office IT & facilitiesCRMRecruiting & transitions
55
SOVRAN ADVISORS, LLC added office(s): 5 -> 7 additional locations. IAPD ↗
$1.87B RAUM · 60 reps · 619-281-9890
Office IT & facilitiesCRMRecruiting & transitions
55
TOPSAIL WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.31B RAUM · 4 reps · 980-308-9901 · topsailwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
55
SERENUS WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.47B RAUM · 6 reps · 917-539-2411 · serenusadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
55
BURLING WEALTH PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$1.00B RAUM · 7 reps · 1-312-825-0262 · burlingwp.com
Office IT & facilitiesCRMRecruiting & transitions
55
PROVENIO CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗
$1.63B RAUM · 6 reps · (949) 301-9060
Office IT & facilitiesCRMRecruiting & transitions
55
VERITA STRATEGIC WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$1.01B RAUM · 5 reps · 4155204345 · veritawealth.com
Office IT & facilitiesCRMRecruiting & transitions
55
SUMMIT WEALTH GROUP added office(s): 9 -> 10 additional locations. IAPD ↗
$2.31B RAUM · 29 reps · 7196334033 · summitwealthgroup.com
Office IT & facilitiesCRMRecruiting & transitions
55
ACTIV8 FAMILY OFFICE LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$1.54B RAUM · 6 reps · 978-870-0255 · activ8familyoffice.com
Office IT & facilitiesCRMRecruiting & transitions
55
STONEBRIDGE FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$2.40B RAUM · 7 reps · 314-729-9500 · stonebridgefin.com
Office IT & facilitiesCRMRecruiting & transitions
55
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$3.21B RAUM · 10 reps · 215-220-6651 · podcastaddict.com
Office IT & facilitiesCRMRecruiting & transitions
53
COLLIERS SECURITIES LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$329.6M RAUM · 18 reps · 612-376-4000 · colliers.com
Office IT & facilitiesCRMRecruiting & transitions
53
W&S BROKERAGE SERVICES, INC. added office(s): 51 -> 69 additional locations. IAPD ↗
$257.2M RAUM · 86 reps · 800-257-2135
Office IT & facilitiesCRMRecruiting & transitions
53
LIFEMARK SECURITIES CORP. added office(s): 66 -> 74 additional locations. IAPD ↗
$424.9M RAUM · 78 reps · 585-424-5672 · lifemark.com
Office IT & facilitiesCRMRecruiting & transitions
53
CHAPIN DAVIS ASSET MANAGEMENT added office(s): 12 -> 13 additional locations. IAPD ↗
$642.8M RAUM · 21 reps · 410-435-3200
Office IT & facilitiesCRMRecruiting & transitions
53
UNITED BROKERAGE SERVICES INC added office(s): 79 -> 80 additional locations. IAPD ↗
$372.3M RAUM · 55 reps · 888-424-6158 · united-brokerage.com
Office IT & facilitiesCRMRecruiting & transitions
53
NORTHLAND ASSET MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$405.5M RAUM · 22 reps · 800-851-2920 · northlandsecurities.com
Office IT & facilitiesCRMRecruiting & transitions
53
B.B. GRAHAM & COMPANY, INC. added office(s): 9 -> 10 additional locations. IAPD ↗
$321.7M RAUM · 32 reps · (714) 628-5200 · bbgraham.com
Office IT & facilitiesCRMRecruiting & transitions
53
JLB & ASSOCIATES INC added office(s): 1 -> 2 additional locations. IAPD ↗
$892.7M RAUM · 3 reps · 734-454-9191 · jlbinvest.com
Office IT & facilitiesCRMRecruiting & transitions
53
FIRST FINANCIAL ADVISORY SERVICES INC added office(s): 1 -> 2 additional locations. IAPD ↗
$278.0M RAUM · 7 reps · 401-596-0193
Office IT & facilitiesCRMRecruiting & transitions
53
BIRCHBROOK added office(s): 0 -> 1 additional locations. IAPD ↗
$296.5M RAUM · 5 reps · 207-990-1117 · birchbrook.com
Office IT & facilitiesCRMRecruiting & transitions
53
VANTAGE FINANCIAL GROUP, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$866.9M RAUM · 22 reps · 216-642-7878 · vanfin.com
Office IT & facilitiesCRMRecruiting & transitions
53
DHJJ FINANCIAL ADVISORS added office(s): 3 -> 8 additional locations. IAPD ↗
$623.4M RAUM · 8 reps · 630-420-1360 · dhjjfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
PENNSYLVANIA CAPITAL MANAGEMENT INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$848.6M RAUM · 4 reps · 215-881-7700
Office IT & facilitiesCRMRecruiting & transitions
53
PARK PLACE CAPITAL CORPORATION added office(s): 2 -> 4 additional locations. IAPD ↗
$879.2M RAUM · 7 reps · 800-459-9084 · nashcap.com
Office IT & facilitiesCRMRecruiting & transitions
53
AVISO WEALTH MANAGEMENT added office(s): 7 -> 8 additional locations. IAPD ↗
$621.3M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
SMH CAPITAL ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$503.1M RAUM · 2 reps · 817-569-7000 · smhca.com
Office IT & facilitiesCRMRecruiting & transitions
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC added office(s): 7 -> 8 additional locations. IAPD ↗
$905.2M RAUM · 12 reps · 719-478-7036
Office IT & facilitiesCRMRecruiting & transitions
53
RUSSELL CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$275.0M RAUM · 4 reps · 859-254-5225
Office IT & facilitiesCRMRecruiting & transitions
53
KEELER THOMAS MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$305.5M RAUM · 7 reps · 801-226-0800 · keelerthomas.com
Office IT & facilitiesCRMRecruiting & transitions
53
STEPHENSON AND COMPANY, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$447.0M RAUM · 3 reps · 949-727-4255 · stephensonfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
MWA FINANCIAL SERVICES, INC. added office(s): 97 -> 104 additional locations. IAPD ↗
$640.0M RAUM · 164 reps · 309-558-3100
Office IT & facilitiesCRMRecruiting & transitions
53
PATRICK M. SWEENEY & ASSOCIATES, INC added office(s): 0 -> 1 additional locations. IAPD ↗
$252.5M RAUM · 2 reps · 847 277-7771 · patrickmsweeney.com
Office IT & facilitiesCRMRecruiting & transitions
53
OVERRIDGE WEALTH ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$368.2M RAUM · 9 reps · 817-738-1451
Office IT & facilitiesCRMRecruiting & transitions
53
TRANSITION FINANCIAL ADVISORS GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$300.6M RAUM · 5 reps · (480) 722-9414 · transitionfinancial.ca
Office IT & facilitiesCRMRecruiting & transitions
53
HEFFERNAN ADVISORY, INC. added office(s): 3 -> 6 additional locations. IAPD ↗
$409.6M RAUM · 5 reps · 928-774-9598
Office IT & facilitiesCRMRecruiting & transitions
53
AMERANT INVESTMENTS, INC. added office(s): 6 -> 7 additional locations. IAPD ↗
$782.4M RAUM · 22 reps · 305-460-8599 · amerantinvestments.marstone.com
Office IT & facilitiesCRMRecruiting & transitions
53
SQUIRE WEALTH ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$586.7M RAUM · 13 reps · 801-226-7722 · squireinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
53
BURNS MATTESON CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$400.4M RAUM · 5 reps · 607-937-9282 · burnsmatteson.com
Office IT & facilitiesCRMRecruiting & transitions
53
LOUNTZIS ASSET MANAGEMENT, LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$624.1M RAUM · 3 reps · (610) 375-2585 · lountzis.com
Office IT & facilitiesCRMRecruiting & transitions
53
VERMILLION FINANCIAL ADVISORS, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$386.7M RAUM · 5 reps · 847-382-9999 · vermillionfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
HORTER INVESTMENT MANAGEMENT, LLC added office(s): 21 -> 22 additional locations. IAPD ↗
$314.5M RAUM · 29 reps · 513-984-9933
Office IT & facilitiesCRMRecruiting & transitions
53
CLIENTFIRST WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$302.8M RAUM · 2 reps · (501) 603-0406
Office IT & facilitiesCRMRecruiting & transitions
53
WEBSTERROGERS FINANCIAL ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$460.5M RAUM · 7 reps · 843-665-6321 · wrfasc.com
Office IT & facilitiesCRMRecruiting & transitions
53
CARMEL CAPITAL PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$434.3M RAUM · 5 reps · 858-457-7544
Office IT & facilitiesCRMRecruiting & transitions
53
OMNI 360 WEALTH, INC. added office(s): 0 -> 3 additional locations. IAPD ↗
$425.7M RAUM · 5 reps · 609-452-0889 · omni360advisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
TSW WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations. IAPD ↗
$279.3M RAUM · 2 reps · 508-655-9303
Office IT & facilitiesCRMRecruiting & transitions
53
PEAKSTONE FINANCIAL ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$255.9M RAUM · 3 reps · 301-907-9790 · pfallc.com
Office IT & facilitiesCRMRecruiting & transitions
53
GRADIENT WEALTH MANAGEMENT added office(s): 38 -> 46 additional locations. IAPD ↗
$607.9M RAUM · 67 reps · 866-991-1539 · gradientsecurities.com
Office IT & facilitiesCRMRecruiting & transitions
53
HOPWOOD FINANCIAL SERVICES, INC. added office(s): 5 -> 6 additional locations. IAPD ↗
$750.3M RAUM · 6 reps · 703-787-0008
Office IT & facilitiesCRMRecruiting & transitions
53
BUSEY CAPITAL MANAGEMENT, INC. added office(s): 1 -> 8 additional locations. IAPD ↗
$493.8M RAUM · 19 reps · 217-365-4800
Office IT & facilitiesCRMRecruiting & transitions
53
PERSIUM ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$583.6M RAUM · 11 reps · 678-322-3000 · persiumgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$258.5M RAUM · 2 reps · 402-391-1021 · nabityjensen.com
Office IT & facilitiesCRMRecruiting & transitions
53
MEZZASALMA ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$534.4M RAUM · 5 reps · 732-842-1120 · mezzadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
CORNERSTONE FINANCIAL GROUP,LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$292.2M RAUM · 5 reps · 402-758-0700
Office IT & facilitiesCRMRecruiting & transitions
53
THE MOORINGS GROUP, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$439.6M RAUM · 2 reps · 770-395-3366
Office IT & facilitiesCRMRecruiting & transitions
53
MAD RIVER INVESTORS added office(s): 0 -> 1 additional locations. IAPD ↗
$403.5M RAUM · 2 reps · 617-728-0333 · mriver.com
Office IT & facilitiesCRMRecruiting & transitions
53
COMPREHENSIVE WEALTH SOLUTIONS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$374.3M RAUM · 3 reps · 877-294-4979 · cwsglobal.com
Office IT & facilitiesCRMRecruiting & transitions
53
NORTHEAST PLANNING ASSOCIATES, INC. added office(s): 33 -> 35 additional locations. IAPD ↗
$414.0M RAUM · 69 reps · (603) 471-0900 · paulhbrock.com
Office IT & facilitiesCRMRecruiting & transitions
53
MADISON ADVISORY SERVICES, INC. added office(s): 2 -> 3 additional locations. IAPD ↗
$509.7M RAUM · 11 reps · 914-328-8558 · madisonplanning.com
Office IT & facilitiesCRMRecruiting & transitions
53
IKE CAPITAL, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$257.4M RAUM · 3 reps · 917-825-1536 · ikecapital.com
Office IT & facilitiesCRMRecruiting & transitions
53
PROSTATIS FINANCIAL ADVISORS GROUP added office(s): 10 -> 11 additional locations. IAPD ↗
$605.4M RAUM · 16 reps · 410-863-1040
Office IT & facilitiesCRMRecruiting & transitions
53
TEAM FINANCIAL STRATEGIES added office(s): 1 -> 2 additional locations. IAPD ↗
$262.0M RAUM · 8 reps · 325-480-1587
Office IT & facilitiesCRMRecruiting & transitions
53
STRATHMORE CAPITAL ADVISORS added office(s): 3 -> 7 additional locations. IAPD ↗
$805.0M RAUM · 11 reps · 704-364-4241
Office IT & facilitiesCRMRecruiting & transitions
53
THE LEGACY FINANCIAL GROUP, INC. added office(s): 0 -> 2 additional locations. IAPD ↗
$590.7M RAUM · 5 reps · 918-665-0826 · legacyadvisor.net
Office IT & facilitiesCRMRecruiting & transitions
53
AMERICAN INDEPENDENT SECURITIES GROUP, LLC added office(s): 28 -> 36 additional locations. IAPD ↗
$986.3M RAUM · 49 reps · 208-489-3131
Office IT & facilitiesCRMRecruiting & transitions
53
NORTH BERKELEY WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$829.8M RAUM · 11 reps · 510-528-5820
Office IT & facilitiesCRMRecruiting & transitions
53
BENNETT SELBY INVESTMENTS, L.P. added office(s): 1 -> 2 additional locations. IAPD ↗
$335.9M RAUM · 2 reps · 617-335-7087 · bennettselby.com
Office IT & facilitiesCRMRecruiting & transitions
53
DAI WEALTH, LLC added office(s): 12 -> 15 additional locations. IAPD ↗
$330.0M RAUM · 40 reps · 404-531-7080 · goodcounselwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
WEALTH ANALYTICS PARTNERS, LLC added office(s): 0 -> 5 additional locations. IAPD ↗
$316.0M RAUM · 4 reps · 858-794-2100 · wealthanalytics.com
Office IT & facilitiesCRMRecruiting & transitions
53
FIRST CITIZENS ASSET MANAGEMENT, INC added office(s): 22 -> 23 additional locations. IAPD ↗
$465.1M RAUM · 32 reps · 800-229-0205 · firstcitizens.com
Office IT & facilitiesCRMRecruiting & transitions
53
CAPCO ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$468.6M RAUM · 5 reps · 813-805-0777 · capcovalue.com
Office IT & facilitiesCRMRecruiting & transitions
53
MEASURED RISK PORTFOLIOS added office(s): 0 -> 1 additional locations. IAPD ↗
$597.2M RAUM · 4 reps · 858-935-1125 · kingsroadinc.com
Office IT & facilitiesCRMRecruiting & transitions
53
V2 FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$350.5M RAUM · 4 reps · 630-364-4529 · v2financialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
REIK & CO., LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$322.1M RAUM · 4 reps · 212-262-4441
Office IT & facilitiesCRMRecruiting & transitions
53
TOTAL CLARITY WEALTH MANAGEMENT, INC added office(s): 10 -> 11 additional locations. IAPD ↗
$755.4M RAUM · 20 reps · 630-762-9352 · totalclaritybusiness.com
Office IT & facilitiesCRMRecruiting & transitions
53
SOUTH SHORE CAPITAL ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$272.8M RAUM · 2 reps · 781-740-9310 · sscainvest.com
Office IT & facilitiesCRMRecruiting & transitions
53
TRUE WEALTH DESIGN, LLC added office(s): 7 -> 9 additional locations. IAPD ↗
$494.0M RAUM · 8 reps · (330) 777-0688
Office IT & facilitiesCRMRecruiting & transitions
53
GUARDIAN WEALTH ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$300.2M RAUM · 4 reps · 952-746-3211
Office IT & facilitiesCRMRecruiting & transitions
53
SECURE ASSET MANAGEMENT, L.L.C. added office(s): 27 -> 31 additional locations. IAPD ↗
$870.6M RAUM · 55 reps · 248-414-1562 · nevillefinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
THE MARSHALL FINANCIAL GROUP LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$735.6M RAUM · 10 reps · (410) 563-1190 · marshallfinancialgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
MTM FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$771.6M RAUM · 9 reps · 610-746-7007 · morethanmoneyonline.com
Office IT & facilitiesCRMRecruiting & transitions
53
PARKSHORE WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$517.9M RAUM · 4 reps · 916-797-3007 · parkshorewealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
THE RETIREMENT SOLUTION LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$699.4M RAUM · 15 reps · 425-558-3700
Office IT & facilitiesCRMRecruiting & transitions
53
HOLLANDER ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$419.7M RAUM · 2 reps · 305-579-9255
Office IT & facilitiesCRMRecruiting & transitions
53
VISIONARY HORIZONS, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$396.7M RAUM · 12 reps · 865-675-8496
Office IT & facilitiesCRMRecruiting & transitions
53
ROSECAP INVESTMENT ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$527.5M RAUM · 6 reps · (970) 773-5300
Office IT & facilitiesCRMRecruiting & transitions
53
FIRST FINANCIAL COACHING, INC. added office(s): 4 -> 8 additional locations. IAPD ↗
$670.6M RAUM · 14 reps · 586-463-1880 · firstfinancialcoach.com
Office IT & facilitiesCRMRecruiting & transitions
53
RIA ADVISORY GROUP, LLC added office(s): 11 -> 12 additional locations. IAPD ↗
$568.4M RAUM · 25 reps · (515) 965-8588 · riaadvisorygroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
GRADIENT ADVISORS, LLC added office(s): 153 -> 165 additional locations. IAPD ↗
$289.3M RAUM · 166 reps · 877-885-0508 · house.gradientadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
SOUTHLAND EQUITY PARTNERS, LLC. added office(s): 16 -> 17 additional locations. IAPD ↗
$891.5M RAUM · 21 reps · 770.998.5879 · longfinancialservices.com
Office IT & facilitiesCRMRecruiting & transitions
53
BEACON WEALTH CONSULTANTS, INC. added office(s): 2 -> 4 additional locations. IAPD ↗
$278.3M RAUM · 15 reps · 540-345-3891 · lightpointportfoliosolutions.com
Office IT & facilitiesCRMRecruiting & transitions
53
KAIZEN FINANCIAL ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$283.7M RAUM · 2 reps · 425-321-5800 · kaizenfa.com
Office IT & facilitiesCRMRecruiting & transitions
53
COMPASS FINANCIAL MANAGEMENT LLC added office(s): 24 -> 36 additional locations. IAPD ↗
$893.8M RAUM · 31 reps · 813-597-6400
Office IT & facilitiesCRMRecruiting & transitions
53
PROMUS ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$384.6M RAUM · 4 reps · 214-612-5750 · promusadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. added office(s): 9 -> 10 additional locations. IAPD ↗
$884.8M RAUM · 23 reps · 785-823-7900 · ucmofkansas.com
Office IT & facilitiesCRMRecruiting & transitions
53
HARVEST INVESTMENT SERVICES, LLC added office(s): 11 -> 12 additional locations. IAPD ↗
$758.4M RAUM · 28 reps · (630) 613-9230
Office IT & facilitiesCRMRecruiting & transitions
53
MOMENTUM ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$414.7M RAUM · 7 reps · 917-997-4297
Office IT & facilitiesCRMRecruiting & transitions
53
SAGEGUARD FINANCIAL GROUP, LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$755.7M RAUM · 14 reps · (615) 859-4567 · sageguardfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
SEQUENT PLANNING, LLC added office(s): 21 -> 63 additional locations. IAPD ↗
$589.5M RAUM · 76 reps · 402-953-3544
Office IT & facilitiesCRMRecruiting & transitions
53
LDR CAPITAL MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$397.2M RAUM · 3 reps · 646-927-5800
Office IT & facilitiesCRMRecruiting & transitions
53
SILVERLAKE WEALTH MANAGEMENT LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$849.1M RAUM · 11 reps · (802) 857-5083
Office IT & facilitiesCRMRecruiting & transitions
53
GREENWICH ADVISORS, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$293.2M RAUM · 4 reps · 203-489-0700 · greenwichadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
FIRST ADVISORS NATIONAL, LLC added office(s): 56 -> 62 additional locations. IAPD ↗
$505.9M RAUM · 64 reps · 1-855-326-7427 · danlamb.us
Office IT & facilitiesCRMRecruiting & transitions
53
VALIDEX GLOBAL INVESTING added office(s): 2 -> 5 additional locations. IAPD ↗
$352.9M RAUM · 2 reps · 858-410-1410 · validex.co
Office IT & facilitiesCRMRecruiting & transitions
53
TCFG INVESTMENT ADVISORS, LLC added office(s): 21 -> 23 additional locations. IAPD ↗
$639.4M RAUM · 25 reps · 949-365-5830 · tcfgcompanies.com
Office IT & facilitiesCRMRecruiting & transitions
53
CEDAR WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$417.2M RAUM · 3 reps · (415) 230-2757
Office IT & facilitiesCRMRecruiting & transitions
53
CONCENTRUM WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$986.8M RAUM · 5 reps · 408-840-4030
Office IT & facilitiesCRMRecruiting & transitions
53
COPPER FINANCIAL added office(s): 28 -> 31 additional locations. IAPD ↗
$410.7M RAUM · 44 reps · 913-905-3600
Office IT & facilitiesCRMRecruiting & transitions
53
ARROWROOT FAMILY OFFICE, LLC added office(s): 4 -> 8 additional locations. IAPD ↗
$430.7M RAUM · 10 reps · 833-224-2249 · arrowrootadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL added office(s): 13 -> 16 additional locations. IAPD ↗
$304.3M RAUM · 11 reps · (888) 256-6855
Office IT & facilitiesCRMRecruiting & transitions
53
ENHANCED CAPITAL PARTNERS, LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$785.9M RAUM · 12 reps · 504-569-7900
Office IT & facilitiesCRMRecruiting & transitions
53
VIZCAYA CAPITAL, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$631.4M RAUM · 8 reps · 305-602-5725 · vizcayacapital.com
Office IT & facilitiesCRMRecruiting & transitions
53
GRANDVIEW ASSET MANAGEMENT LLC added office(s): 3 -> 5 additional locations. IAPD ↗
$411.7M RAUM · 4 reps · 717-541-1000 · inspiretoretire.com
Office IT & facilitiesCRMRecruiting & transitions
53
TSFG, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$997.2M RAUM · 13 reps · 847-735-7100
Office IT & facilitiesCRMRecruiting & transitions
53
ROSE CAPITAL ADVISORS, LLC added office(s): 3 -> 5 additional locations. IAPD ↗
$608.3M RAUM · 9 reps · 305-534-7673
Office IT & facilitiesCRMRecruiting & transitions
53
MIRADOR CAPITAL PARTNERS added office(s): 1 -> 2 additional locations. IAPD ↗
$934.3M RAUM · 7 reps · 925-621-1000
Office IT & facilitiesCRMRecruiting & transitions
53
EXODUS WEALTH, LLC added office(s): 46 -> 47 additional locations. IAPD ↗
$483.6M RAUM · 51 reps · 925-791-4444 · thinkfloresfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
LOCKSHIELD PARTNERS, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$290.6M RAUM · 4 reps · 270-629-2046
Office IT & facilitiesCRMRecruiting & transitions
53
ALIGN IMPACT, LLC added office(s): 12 -> 14 additional locations. IAPD ↗
$715.4M RAUM · 11 reps · 805-243-8055
Office IT & facilitiesCRMRecruiting & transitions
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. added office(s): 26 -> 27 additional locations. IAPD ↗
$694.3M RAUM · 27 reps · 860.973.3214
Office IT & facilitiesCRMRecruiting & transitions
53
ELEVATED CAPITAL ADVISORS, LLC added office(s): 0 -> 10 additional locations. IAPD ↗
$499.1M RAUM · 19 reps · 385-237-3338 · elevateyourplanning.com
Office IT & facilitiesCRMRecruiting & transitions
53
LEADING EDGE FINANCIAL PLANNING LLC added office(s): 7 -> 9 additional locations. IAPD ↗
$521.8M RAUM · 9 reps · 865-240-2292 · pilotmoneyguyspodcast.com
Office IT & facilitiesCRMRecruiting & transitions
53
GENERATIONAL WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$394.8M RAUM · 8 reps · 616-931-1270
Office IT & facilitiesCRMRecruiting & transitions
53
MARQUETTE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$871.6M RAUM · 3 reps · 612-661-3770
Office IT & facilitiesCRMRecruiting & transitions
53
HOOPOE ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$610.0M RAUM · 9 reps · 617-708-0639
Office IT & facilitiesCRMRecruiting & transitions
53
SWITCHPOINT FINANCIAL PLANNING LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$367.1M RAUM · 3 reps · 801.753.8538
Office IT & facilitiesCRMRecruiting & transitions
53
LEBENTHAL GLOBAL ADVISORS, LLC added office(s): 9 -> 10 additional locations. IAPD ↗
$971.8M RAUM · 27 reps · 516-785-1800
Office IT & facilitiesCRMRecruiting & transitions
53
WOODSTOCK WEALTH MANAGEMENT, INC. added office(s): 24 -> 25 additional locations. IAPD ↗
$726.6M RAUM · 26 reps · 800-279-4468 · assetmanagementstrategiesllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
GOLDEN RESERVE RETIREMENT, LLC added office(s): 41 -> 45 additional locations. IAPD ↗
$544.3M RAUM · 22 reps · 855-456-4777
Office IT & facilitiesCRMRecruiting & transitions
53
ATLAS PRIVATE WEALTH ADVISORS added office(s): 8 -> 11 additional locations. IAPD ↗
$859.8M RAUM · 14 reps · (888) 996-2666
Office IT & facilitiesCRMRecruiting & transitions
53
PLUM STREET ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$462.8M RAUM · 5 reps · 504-517-5107
Office IT & facilitiesCRMRecruiting & transitions
53
COLONIAL RIVER WEALTH MANAGEMENT LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$464.4M RAUM · 8 reps · (804) 335-1200 · colonialriver.com
Office IT & facilitiesCRMRecruiting & transitions
53
BRIGHT FUTURES WEALTH MANAGEMENT, LLC added office(s): 6 -> 7 additional locations. IAPD ↗
$294.5M RAUM · 16 reps · (585) 231-1595
Office IT & facilitiesCRMRecruiting & transitions
53
WALKER ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$315.3M RAUM · 1 reps · 417.235.9125 · walkerassetmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
BLUE RIDGE WEALTH PLANNERS added office(s): 1 -> 3 additional locations. IAPD ↗
$361.7M RAUM · 14 reps · 865-392-4260 · planforeverything.com
Office IT & facilitiesCRMRecruiting & transitions
53
OASIS WEALTH PLANNING ADVISORS added office(s): 6 -> 14 additional locations. IAPD ↗
$275.9M RAUM · 7 reps · (615) 933-3314 · oasiswealthatlanta.com
Office IT & facilitiesCRMRecruiting & transitions
53
TOPEL & DISTASI WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$312.1M RAUM · 3 reps · 510-898-1270 · td-wm.com
Office IT & facilitiesCRMRecruiting & transitions
53
XYPN INVEST added office(s): 27 -> 38 additional locations. IAPD ↗
$881.5M RAUM · 51 reps · (360) 301-7579 · onyxfn.com
Office IT & facilitiesCRMRecruiting & transitions
53
SUMMIT WEALTH AND RETIREMENT PARTNERS added office(s): 3 -> 4 additional locations. IAPD ↗
$978.1M RAUM · 7 reps · (925) 927-1900 · summitwealthandretirement.com
Office IT & facilitiesCRMRecruiting & transitions
53
STRATA WEALTH ADVISORS, LLC added office(s): 8 -> 9 additional locations. IAPD ↗
$886.1M RAUM · 9 reps · (214) 420-7020 · stratawealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
INDEPENDENT WEALTH NETWORK, INC. added office(s): 16 -> 19 additional locations. IAPD ↗
$518.4M RAUM · 30 reps · 515-461-5123 · kramerwealthadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
53
LIFEWORKS ADVISORS, LLC added office(s): 29 -> 36 additional locations. IAPD ↗
$966.7M RAUM · 39 reps · (616) 200-6512
Office IT & facilitiesCRMRecruiting & transitions
53
ASTORIA PORTFOLIO ADVISORS LLC added office(s): 1 -> 3 additional locations. IAPD ↗
$977.6M RAUM · 9 reps · 212-381-6185
Office IT & facilitiesCRMRecruiting & transitions
53
MOMENTOUS WEALTH MANAGEMENT, INC. added office(s): 0 -> 3 additional locations. IAPD ↗
$409.9M RAUM · 7 reps · 360-597-4570
Office IT & facilitiesCRMRecruiting & transitions
53
FORTRESS PRIVATE LEDGER, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$584.0M RAUM · 13 reps · 919-322-2761 · myept.com
Office IT & facilitiesCRMRecruiting & transitions
53
TRUVESTMENTS CAPITAL LLC added office(s): 12 -> 14 additional locations. IAPD ↗
$660.8M RAUM · 15 reps · (855) 955-1982
Office IT & facilitiesCRMRecruiting & transitions
53
INVICTA ADVISORS LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$310.2M RAUM · 7 reps · 412-349-8684 · invictacapitaladvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
SOCHA FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$430.0M RAUM · 3 reps · 607-962-0605 · sochafinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
HILTON HEAD CAPITAL PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$409.5M RAUM · 6 reps · 843-790-7573
Office IT & facilitiesCRMRecruiting & transitions
53
RESURGENT ADVISORS added office(s): 8 -> 9 additional locations. IAPD ↗
$354.7M RAUM · 10 reps · 404-654-0531
Office IT & facilitiesCRMRecruiting & transitions
53
PRECISION WEALTH STRATEGIES, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$711.0M RAUM · 8 reps · 314-994-6460
Office IT & facilitiesCRMRecruiting & transitions
53
GLOBAL ASSETS ADVISORY, LLC added office(s): 14 -> 16 additional locations. IAPD ↗
$551.7M RAUM · 24 reps · 407-254-1500 · iaac.com
Office IT & facilitiesCRMRecruiting & transitions
53
COLLECTIVE FAMILY OFFICE, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$533.4M RAUM · 3 reps · (717) 893-5055 · collectivefamilyoffice.com
Office IT & facilitiesCRMRecruiting & transitions
53
BLUEDOOR PRIVATE WEALTH, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$337.3M RAUM · 4 reps · 781-810-4604 · bluedoorprivate.com
Office IT & facilitiesCRMRecruiting & transitions
53
MONTZ HARCUS WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$876.3M RAUM · 5 reps · 504-488-3700 · montzharcus.com
Office IT & facilitiesCRMRecruiting & transitions
53
EPG WEALTH MANAGEMENT LLC added office(s): 4 -> 6 additional locations. IAPD ↗
$579.1M RAUM · 10 reps · 404-809-3680 · eastpacesgroup.com
Office IT & facilitiesCRMRecruiting & transitions
53
EQUINUM, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$566.0M RAUM · 5 reps · 718-480-5600
Office IT & facilitiesCRMRecruiting & transitions
53
SAGE INVESTMENT ADVISERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$268.4M RAUM · 3 reps · (845) 240-1551 · sageinvestmentadvisersllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
STRONGBOX WEALTH, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$562.4M RAUM · 4 reps · 816-607-5410
Office IT & facilitiesCRMRecruiting & transitions
53
BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 7 -> 8 additional locations. IAPD ↗
$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
VELA INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$562.9M RAUM · 23 reps · (614) 653-8352
Office IT & facilitiesCRMRecruiting & transitions
53
MASON & ASSOCIATES, LLC added office(s): 1 -> 6 additional locations. IAPD ↗
$471.4M RAUM · 6 reps · (757) 223-9898
Office IT & facilitiesCRMRecruiting & transitions
53
ONEASCENT WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations. IAPD ↗
$475.6M RAUM · 12 reps · 205-313-9142 · oneascent.com
Office IT & facilitiesCRMRecruiting & transitions
53
STRAIT & SOUND added office(s): 7 -> 8 additional locations. IAPD ↗
$333.7M RAUM · 9 reps · (425) 577-7710 · straitandsound.com
Office IT & facilitiesCRMRecruiting & transitions
53
TACTIVE ADVISORS, LLC added office(s): 10 -> 11 additional locations. IAPD ↗
$619.0M RAUM · 14 reps · 855-282-2848 · tactivewealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
INFLECTION FINANCIAL added office(s): 0 -> 1 additional locations. IAPD ↗
$491.4M RAUM · 2 reps · 210-200-8878 · inflectionfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
VANCE WEALTH added office(s): 3 -> 4 additional locations. IAPD ↗
$893.6M RAUM · 10 reps · 888-775-0950
Office IT & facilitiesCRMRecruiting & transitions
53
THRIVE RETIREMENT SPECIALISTS added office(s): 1 -> 2 additional locations. IAPD ↗
$303.9M RAUM · 2 reps · (833) 217-9613 · thriveretire.com
Office IT & facilitiesCRMRecruiting & transitions
53
FOCUSED ALPHA, LLC added office(s): 1 -> 5 additional locations. IAPD ↗
$663.9M RAUM · 5 reps · 303-529-5100
Office IT & facilitiesCRMRecruiting & transitions
53
CONCORD ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$639.4M RAUM · 2 reps · (276) 628-5910
Office IT & facilitiesCRMRecruiting & transitions
53
MARIPAU WEALTH MANAGEMENT LLC added office(s): 11 -> 12 additional locations. IAPD ↗
$363.8M RAUM · 21 reps · 260-493-3930
Office IT & facilitiesCRMRecruiting & transitions
53
VSM WEALTH ADVISORY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$677.5M RAUM · 5 reps · 410-825-8844 · vs-m.com
Office IT & facilitiesCRMRecruiting & transitions
53
CORNERSTONE PORTFOLIO RESEARCH added office(s): 4 -> 6 additional locations. IAPD ↗
$444.3M RAUM · 4 reps · 484-631-3684
Office IT & facilitiesCRMRecruiting & transitions
53
ESSENTIAL PARTNERS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$401.1M RAUM · 2 reps · 213-878-0074 · essentialp.com
Office IT & facilitiesCRMRecruiting & transitions
53
NORMANDY INVESTMENT ADVISORS added office(s): 6 -> 7 additional locations. IAPD ↗
$273.4M RAUM · 5 reps · 913-914-1944 · normandyia.com
Office IT & facilitiesCRMRecruiting & transitions
53
VALTRION CAPITAL MANAGEMENT, LLC added office(s): 0 -> 6 additional locations. IAPD ↗
$287.3M RAUM · 6 reps · 833-856-2088 · valtrioncapital.com
Office IT & facilitiesCRMRecruiting & transitions
53
FIAT WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$517.4M RAUM · 13 reps · 952-426-9116
Office IT & facilitiesCRMRecruiting & transitions
53
RANGE ADVISORY, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$653.9M RAUM · 18 reps · (703) 261-4126
Office IT & facilitiesCRMRecruiting & transitions
53
ENCOMPASS MORE ASSET MANAGEMENT LLC added office(s): 12 -> 15 additional locations. IAPD ↗
$984.9M RAUM · 85 reps · 925-272-8850 · encompassmore.com
Office IT & facilitiesCRMRecruiting & transitions
53
AURELIUS FAMILY OFFICE, LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$315.3M RAUM · 1 reps · 603-413-6060
Office IT & facilitiesCRMRecruiting & transitions
53
ONEASCENT FAMILY OFFICES added office(s): 6 -> 8 additional locations. IAPD ↗
$544.5M RAUM · 10 reps · (205) 313-9142 · sovereignfamilyoffice.co
Office IT & facilitiesCRMRecruiting & transitions
53
MEMBERS WEALTH LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$279.6M RAUM · 6 reps · 267-367-5453 · memberswealthllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
EVEXIA WEALTH, LLC added office(s): 5 -> 7 additional locations. IAPD ↗
$386.1M RAUM · 8 reps · (715) 344-9496
Office IT & facilitiesCRMRecruiting & transitions
53
TWIN PEAKS WEALTH ADVISORS added office(s): 1 -> 3 additional locations. IAPD ↗
$584.8M RAUM · 9 reps · (650) 200-0308
Office IT & facilitiesCRMRecruiting & transitions
53
TRI-AD CAPITAL MANAGEMENT I, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$619.0M RAUM · 1 reps · 760-743-7555 · snapira.com
Office IT & facilitiesCRMRecruiting & transitions
53
ROSSBY FINANCIAL, LLC added office(s): 10 -> 15 additional locations. IAPD ↗
$566.0M RAUM · 2 reps · 321-209-0111
Office IT & facilitiesCRMRecruiting & transitions
53
CAP SIX ADVISORS added office(s): 0 -> 2 additional locations. IAPD ↗
$340.8M RAUM · 3 reps · 281-671-7982 · cap-six.com
Office IT & facilitiesCRMRecruiting & transitions
53
MARIDEA WEALTH MANAGEMENT added office(s): 13 -> 18 additional locations. IAPD ↗
$958.7M RAUM · 26 reps · 347-289-5227 · marideawealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
ABS LEGACY PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$670.8M RAUM · 1 reps · 828-325-0655 · abslegacypartners.com
Office IT & facilitiesCRMRecruiting & transitions
53
ACCELERATE RETIREMENT added office(s): 14 -> 18 additional locations. IAPD ↗
$315.4M RAUM · 31 reps · 888-439-7071
Office IT & facilitiesCRMRecruiting & transitions
53
LEGACY WEALTH ADVISORS, LLC added office(s): 2 -> 5 additional locations. IAPD ↗
$922.8M RAUM · 5 reps · 305-808-6140 · lwgadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
SIGNATURE EQUITY PARTNERS, LLC added office(s): 12 -> 14 additional locations. IAPD ↗
$330.6M RAUM · 25 reps · 614-846-6000 · midwestretirementconsultants.net
Office IT & facilitiesCRMRecruiting & transitions
53
MB GEN WEALTH added office(s): 0 -> 1 additional locations. IAPD ↗
$404.4M RAUM · 3 reps · 509-703-5715
Office IT & facilitiesCRMRecruiting & transitions
53
VISTA INVESTMENT PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$383.1M RAUM · 6 reps · 765-962-5153 · vistainvestment.net
Office IT & facilitiesCRMRecruiting & transitions
53
PERMANENT CAPITAL MANAGEMENT, LP added office(s): 0 -> 1 additional locations. IAPD ↗
$768.9M RAUM · 1 reps · 773-343-4697 · permanent-capital.com
Office IT & facilitiesCRMRecruiting & transitions
53
PUREFI WEALTH, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$326.4M RAUM · 8 reps · (617) 488-9320
Office IT & facilitiesCRMRecruiting & transitions
53
CAPITAL A WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$612.9M RAUM · 11 reps · 724-658-4211
Office IT & facilitiesCRMRecruiting & transitions
53
LYNK CAPITAL MANAGEMENT COMPANY, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com
Office IT & facilitiesCRMRecruiting & transitions
53
POMONA WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$289.8M RAUM · 2 reps · 509-643-6028 · pomonawm.com
Office IT & facilitiesCRMRecruiting & transitions
53
TORREN MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$373.5M RAUM · 4 reps · 619-649-0700
Office IT & facilitiesCRMRecruiting & transitions
53
PLATFORM WEALTH ADVISORS added office(s): 2 -> 3 additional locations. IAPD ↗
$600.5M RAUM · 10 reps · (385) 243-0553
Office IT & facilitiesCRMRecruiting & transitions
53
SALUS FINANCIAL ADVISORS added office(s): 4 -> 5 additional locations. IAPD ↗
$262.6M RAUM · 5 reps · (612) 747-9420 · salusfinancialadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
WEALTHCARE CAPITAL PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$407.4M RAUM · 9 reps · 804.644.4711
Office IT & facilitiesCRMRecruiting & transitions
53
PROSPERA CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$343.9M RAUM · 3 reps · 480-648-9369 · deterswealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
53
ZEGA INVESTMENTS, LLC added office(s): 5 -> 9 additional locations. IAPD ↗
$614.0M RAUM · 10 reps · 800.380.9342 · luckinbillfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
53
PARKWOODS WEALTH PARTNERS, LLC added office(s): 11 -> 12 additional locations. IAPD ↗
$961.9M RAUM · 14 reps · (877) 278-2716 · parkwoodswealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
ARENA PRIVATE WEALTH added office(s): 5 -> 6 additional locations. IAPD ↗
$338.1M RAUM · 8 reps · 312-798-9045
Office IT & facilitiesCRMRecruiting & transitions
53
PRASAD WEALTH PARTNERS added office(s): 1 -> 2 additional locations. IAPD ↗
$572.1M RAUM · 5 reps · 216-313-9999 · prasadwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
THE WELLINGTON GRP LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$473.6M RAUM · 9 reps · 317-846-5055 · thewellingtongroupllc.com
Office IT & facilitiesCRMRecruiting & transitions
53
HOLISTIC WEALTH ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$278.7M RAUM · 6 reps · 518.357.3858 · holisticwealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
TRITONPOINT PARTNERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$286.5M RAUM · 3 reps · 301-799-9001
Office IT & facilitiesCRMRecruiting & transitions
53
ALONGSIDE, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$878.6M RAUM · 3 reps · (512) 241-7341
Office IT & facilitiesCRMRecruiting & transitions
53
SMARTHARVEST PORTFOLIOS added office(s): 0 -> 1 additional locations. IAPD ↗
$348.1M RAUM · 1 reps · 206-841-9944 · smartharvestportfolios.com
Office IT & facilitiesCRMRecruiting & transitions
53
PARADIGM INVESTMENT ADVISORY, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$425.1M RAUM · 8 reps · 908-450-7402 · paradigm-partners.com
Office IT & facilitiesCRMRecruiting & transitions
53
BERNICKE WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$887.4M RAUM · 6 reps · 715-832-1173
Office IT & facilitiesCRMRecruiting & transitions
53
SANDS CAPITAL HORIZONS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$466.9M RAUM · 4 reps · 703-562-4000 · sandscapital.com
Office IT & facilitiesCRMRecruiting & transitions
53
ASSET ONE WEALTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com
Office IT & facilitiesCRMRecruiting & transitions
53
INNOVATIVE ASSET ADVISORS GROUP added office(s): 0 -> 3 additional locations. IAPD ↗
$297.9M RAUM · 11 reps · 203-444-3599 · innovativeaag.com
Office IT & facilitiesCRMRecruiting & transitions
53
MEADOWBROOK ADVISORS added office(s): 2 -> 4 additional locations. IAPD ↗
$321.0M RAUM · 3 reps · 973-370-7850 · meadowbrookadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
53
STEELHEAD WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗
$341.9M RAUM · 3 reps · (804) 548-0781 · steelheadwealth.com
Office IT & facilitiesCRMRecruiting & transitions
53
BELLARS HARRIS WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations. IAPD ↗
$505.4M RAUM · 5 reps · 757-704-4200 · bellarsharriswealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
CHARLES SCHWAB & CO., INC. added office(s): 448 -> 449 additional locations. IAPD ↗
$0 RAUM · 4127 reps · 415-667-7000
Office IT & facilitiesCRMRecruiting & transitions
50
CREWS & ASSOCIATES, INC. added office(s): 8 -> 9 additional locations. IAPD ↗
$181.1M RAUM · 16 reps · 501-907-2000
Office IT & facilitiesCRMRecruiting & transitions
50
HARGER AND COMPANY, INC. added office(s): 0 -> 2 additional locations. IAPD ↗
$137.0M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
Office IT & facilitiesCRMRecruiting & transitions
50
NATIONWIDE SECURITIES, LLC added office(s): 11 -> 14 additional locations. IAPD ↗
$0 RAUM · 7 reps · 888-753-7364 · nationwide.com
Office IT & facilitiesCRMRecruiting & transitions
50
UMB FINANCIAL SERVICES, INC. added office(s): 15 -> 19 additional locations. IAPD ↗
$5.0M RAUM · 54 reps · 816-842-2222 · umb.com
Office IT & facilitiesCRMRecruiting & transitions
50
WILMINGTON TRUST INVESTMENT MANAGEMENT added office(s): 3 -> 14 additional locations. IAPD ↗
$140.8M RAUM · 30 reps · (646) 531-7248
Office IT & facilitiesCRMRecruiting & transitions
50
LEEB CAPITAL MANAGEMENT, INC. added office(s): 2 -> 3 additional locations. IAPD ↗
$111.9M RAUM · 3 reps · 212-653-1504
Office IT & facilitiesCRMRecruiting & transitions
50
INNOVEST PORTFOLIO SOLUTIONS LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$0 RAUM · 30 reps · 303-694-1900 · innovestinc.com
Office IT & facilitiesCRMRecruiting & transitions
50
VICTORY WEALTH PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗
$102.5M RAUM · 5 reps · 856-464-3100
Office IT & facilitiesCRMRecruiting & transitions
50
MONTICELLO ASSOCIATES, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$0 RAUM · 31 reps · 303-572-6300
Office IT & facilitiesCRMRecruiting & transitions
50
ALLSTATE FINANCIAL ADVISORS, LLC added office(s): 39 -> 67 additional locations. IAPD ↗
$142.4M RAUM · 0 reps · 877-232-2142
Office IT & facilitiesCRMRecruiting & transitions
50
BURGESS CHAMBERS & ASSOCIATES INC added office(s): 5 -> 6 additional locations. IAPD ↗
$165.9M RAUM · 4 reps · 407-644-0111 · burgesschambers.com
Office IT & facilitiesCRMRecruiting & transitions
50
SUMNICHT & ASSOCIATES, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$107.9M RAUM · 3 reps · 920-731-4455 · sumnicht.com
Office IT & facilitiesCRMRecruiting & transitions
50
HECKMAN FINANCIAL & INSURANCE SERVICES, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$116.4M RAUM · 4 reps · 408-297-9800 · worrylesswealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
CAPITAL FINANCIAL GROUP, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$237.4M RAUM · 3 reps · 303-629-7500
Office IT & facilitiesCRMRecruiting & transitions
50
CLEARPATH CAPITAL PARTNERS LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$161.3M RAUM · 3 reps · (415) 682-6900 · clearpathcapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
SARATOGA CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$138.8M RAUM · 3 reps · 623-266-4567
Office IT & facilitiesCRMRecruiting & transitions
50
INTEGRA FINANCIAL, INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$123.4M RAUM · 4 reps · 303-220-5525
Office IT & facilitiesCRMRecruiting & transitions
50
CASTELLANO & ASSOCIATES added office(s): 1 -> 2 additional locations. IAPD ↗
$129.5M RAUM · 3 reps · 318-683-1040 · todaycpa.com
Office IT & facilitiesCRMRecruiting & transitions
50
CAPITAL MANAGEMENT SERVICES, INC. added office(s): 2 -> 3 additional locations. IAPD ↗
$145.2M RAUM · 5 reps · 636-207-5829 · foutsretirementplanning.com
Office IT & facilitiesCRMRecruiting & transitions
50
MUTUAL TRUST ASSET MGMT., INC. added office(s): 3 -> 4 additional locations. IAPD ↗
$58.4M RAUM · 4 reps · 813-264-0440
Office IT & facilitiesCRMRecruiting & transitions
50
PHASE III ADVISORY SERVICES, LTD added office(s): 0 -> 1 additional locations. IAPD ↗
$210.9M RAUM · 3 reps · 847-520-5545
Office IT & facilitiesCRMRecruiting & transitions
50
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$178.1M RAUM · 2 reps · 516-249-0060
Office IT & facilitiesCRMRecruiting & transitions
50
MCDERMOTT INVESTMENT ADVISORS, LLC added office(s): 5 -> 7 additional locations. IAPD ↗
$203.3M RAUM · 10 reps · (610) 882-1460 · mcdermottadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
WISDOM INDEX ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$221.3M RAUM · 1 reps · 972-931-0063 · wisdomindex.com
Office IT & facilitiesCRMRecruiting & transitions
50
CONWAY CAPITAL MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$231.9M RAUM · 1 reps · 213-434-1145
Office IT & facilitiesCRMRecruiting & transitions
50
FAIRWAY FINANCIAL, LLC added office(s): 1 -> 4 additional locations. IAPD ↗
$159.6M RAUM · 2 reps · 407-628-0850
Office IT & facilitiesCRMRecruiting & transitions
50
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$90.8M RAUM · 1 reps · 585-563-8626 · gregoryschaffer.com
Office IT & facilitiesCRMRecruiting & transitions
50
CK ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$96.7M RAUM · 2 reps · 914-588-8030
Office IT & facilitiesCRMRecruiting & transitions
50
CORNERSTONE FINANCIAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$167.0M RAUM · 4 reps · 800-527-1238 · cornerstonefm.com
Office IT & facilitiesCRMRecruiting & transitions
50
PROVIDENCE FINANCIAL AND INSURANCES, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$215.0M RAUM · 6 reps · 818-887-6443 · providencefinancialradio.com
Office IT & facilitiesCRMRecruiting & transitions
50
CORNERSTONE WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$145.9M RAUM · 8 reps · 517-381-3450
Office IT & facilitiesCRMRecruiting & transitions
50
DOWNING STREET WEALTH MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$175.6M RAUM · 2 reps · 720-360-0886 · downing-st.com
Office IT & facilitiesCRMRecruiting & transitions
50
GREENWOOD INVESTORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$179.8M RAUM · 2 reps · 212-920-4207 · gwinvestors.com
Office IT & facilitiesCRMRecruiting & transitions
50
AVOCET CAPITAL MANAGEMENT LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$157.8M RAUM · 2 reps · 312-925-0152 · avocetcapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
STRATEGIC PORTFOLIO SOLUTIONS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$136.2M RAUM · 5 reps · (214) 446-4910
Office IT & facilitiesCRMRecruiting & transitions
50
STRATEGIC FINANCIAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$166.8M RAUM · 2 reps · 732-385-9949
Office IT & facilitiesCRMRecruiting & transitions
50
BALANCED ROCK INVESTMENT ADVISORS added office(s): 0 -> 1 additional locations. IAPD ↗
$193.2M RAUM · 4 reps · 617-971-8323 · yelp.com
Office IT & facilitiesCRMRecruiting & transitions
50
IQVESTMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$22.3M RAUM · 3 reps · 877-486-4702 · iqvestment.io
Office IT & facilitiesCRMRecruiting & transitions
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC added office(s): 21 -> 25 additional locations. IAPD ↗
$238.1M RAUM · 35 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
50
SCHWAB WEALTH ADVISORY, INC. added office(s): 97 -> 198 additional locations. IAPD ↗
$0 RAUM · 1375 reps · 415-667-7000
Office IT & facilitiesCRMRecruiting & transitions
50
DYCHE WEALTH MANAGEMENT, INC added office(s): 0 -> 1 additional locations. IAPD ↗
$162.3M RAUM · 3 reps · 770-461-8191
Office IT & facilitiesCRMRecruiting & transitions
50
WACKER & ASSOCIATES, INC. added office(s): 0 -> 1 additional locations. IAPD ↗
$180.2M RAUM · 3 reps · 507-847-3886
Office IT & facilitiesCRMRecruiting & transitions
50
BLUELINE ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗
$247.2M RAUM · 3 reps · 603-418-0940 · blueline-advisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
TRAIL FINANCIAL PLANNING LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$117.3M RAUM · 3 reps · (360) 399-6486
Office IT & facilitiesCRMRecruiting & transitions
50
REVALUE LLC added office(s): 6 -> 8 additional locations. IAPD ↗
$128.5M RAUM · 4 reps · 888-642-2728
Office IT & facilitiesCRMRecruiting & transitions
50
WEALTH TEAMS ALLIANCE added office(s): 5 -> 7 additional locations. IAPD ↗
$223.9M RAUM · 12 reps · 877-282-4768 · wealth-teams.com
Office IT & facilitiesCRMRecruiting & transitions
50
PARADY WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$145.7M RAUM · 5 reps · 352-674-3911
Office IT & facilitiesCRMRecruiting & transitions
50
DUTCH ASSET CORPORATION added office(s): 0 -> 1 additional locations. IAPD ↗
$186.9M RAUM · 8 reps · 518-478-8077 · dutchasset.com
Office IT & facilitiesCRMRecruiting & transitions
50
STRATACORE CAPITAL MANAGEMENT, LLC. added office(s): 0 -> 1 additional locations. IAPD ↗
$97.0M RAUM · 2 reps · 646-846-6500 · stratacoremgmt.com
Office IT & facilitiesCRMRecruiting & transitions
50
JCN FINANCIAL & TAX ADVISORY GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$130.5M RAUM · 2 reps · (225) 755-0488 · strengthsciencestudios.net
Office IT & facilitiesCRMRecruiting & transitions
50
LAKEWOOD ASSET MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$248.7M RAUM · 4 reps · 312-543-1772 · lakewoodasset.com
Office IT & facilitiesCRMRecruiting & transitions
50
WEATHERHELM CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$90.6M RAUM · 2 reps · 518-407-3886 · weatherhelm.com
Office IT & facilitiesCRMRecruiting & transitions
50
ATLAS WEALTH PARTNERS LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$233.8M RAUM · 2 reps · 610-268-6807 · atlaswealthpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
TRADEMARK CAPITAL MANAGEMENT INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$150.8M RAUM · 4 reps · 706-534-2351
Office IT & facilitiesCRMRecruiting & transitions
50
THE LIFE GROUP FINANCIAL SERVICES added office(s): 2 -> 3 additional locations. IAPD ↗
$146.2M RAUM · 5 reps · 563-587-7840 · thelifegroupllc.com
Office IT & facilitiesCRMRecruiting & transitions
50
KERR WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗
$131.0M RAUM · 5 reps · (559) 277-4772 · kerrwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
SIMMONS CAPITAL GROUP added office(s): 4 -> 5 additional locations. IAPD ↗
$213.0M RAUM · 8 reps · (518) 406-5624 · simmonscapitalgroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
FEDERAL PREP added office(s): 2 -> 4 additional locations. IAPD ↗
$80.1M RAUM · 3 reps · (631) 750-6499 · federalprep.com
Office IT & facilitiesCRMRecruiting & transitions
50
JEMMA FINANCIAL SERVICES added office(s): 1 -> 2 additional locations. IAPD ↗
$139.8M RAUM · 5 reps · (855) 662-2121 · jemmafinancial.com
Office IT & facilitiesCRMRecruiting & transitions
50
Q3 ADVISORS, LLC added office(s): 15 -> 16 additional locations. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
Office IT & facilitiesCRMRecruiting & transitions
50
GREAT PATH PLANNING added office(s): 2 -> 3 additional locations. IAPD ↗
$167.2M RAUM · 2 reps · 845-397-7284 · greatpath.com
Office IT & facilitiesCRMRecruiting & transitions
50
URBAN WEALTH MANAGEMENT OR UWM added office(s): 1 -> 4 additional locations. IAPD ↗
$212.5M RAUM · 4 reps · 424-277-2260
Office IT & facilitiesCRMRecruiting & transitions
50
SJHL FINANCIAL GROUP added office(s): 5 -> 6 additional locations. IAPD ↗
$174.5M RAUM · 4 reps · 620-241-1826
Office IT & facilitiesCRMRecruiting & transitions
50
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$119.4M RAUM · 4 reps · (317) 706-4748
Office IT & facilitiesCRMRecruiting & transitions
50
SFI ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$176.0M RAUM · 6 reps · 973-744-1014 · sfiadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
STRATEGIC ADVISORY SERVICES added office(s): 0 -> 2 additional locations. IAPD ↗
$201.2M RAUM · 8 reps · 901-751-2025 · saswealthadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
HERITAGE FINANCIAL COUNSELORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$235.9M RAUM · 4 reps · 862-579-2899
Office IT & facilitiesCRMRecruiting & transitions
50
CIRRUS CAPITAL LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$170.4M RAUM · 5 reps · 248-290-6222
Office IT & facilitiesCRMRecruiting & transitions
50
FBL WEALTH MANAGEMENT, LLC added office(s): 171 -> 191 additional locations. IAPD ↗
$9.2M RAUM · 170 reps · 515-225-5400 · fbfs.com
Office IT & facilitiesCRMRecruiting & transitions
50
CMC FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$119.3M RAUM · 3 reps · (678) 690-8800 · cmcfg.com
Office IT & facilitiesCRMRecruiting & transitions
50
BOLDIN ADVISORS added office(s): 6 -> 16 additional locations. IAPD ↗
$0 RAUM · 14 reps · 415-462-5665 · newretirementadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
50
TROWBRIDGE CAPITAL PARTNERS LLC. added office(s): 0 -> 1 additional locations. IAPD ↗
$25.8M RAUM · 1 reps · 646-360-3574 · trowbridgellc.com
Office IT & facilitiesCRMRecruiting & transitions
50
TRANQUILLI FINANCIAL ADVISOR, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$199.4M RAUM · 2 reps · (908) 730-6234
Office IT & facilitiesCRMRecruiting & transitions
50
GRUENSTEIN INVESTMENTS LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$61.5M RAUM · 1 reps · 212-410-1800 · gruenstein.com
Office IT & facilitiesCRMRecruiting & transitions
50
FOUNDRY FINANCIAL LLC added office(s): 3 -> 4 additional locations. IAPD ↗
$232.6M RAUM · 5 reps · (213) 802-8662
Office IT & facilitiesCRMRecruiting & transitions
50
DELOS CAPITAL ADVISORS added office(s): 0 -> 2 additional locations. IAPD ↗
$185.6M RAUM · 6 reps · 972-810-1610
Office IT & facilitiesCRMRecruiting & transitions
50
SMARTPATH ADVISORS added office(s): 6 -> 7 additional locations. IAPD ↗
$0 RAUM · 6 reps · (678) 538-9420 · getfrank.com
Office IT & facilitiesCRMRecruiting & transitions
50
INFINITY FINANCIAL SERVICES ADVISORY added office(s): 32 -> 34 additional locations. IAPD ↗
$174.0M RAUM · 35 reps · 510-588-8000 · infinitysecurities.com
Office IT & facilitiesCRMRecruiting & transitions
50
FIRST GROWTH CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$130.6M RAUM · 1 reps · 202-474-2269 · firstgrowthcapitalpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
ILLUMINATE WEALTH MANAGEMENT added office(s): 5 -> 7 additional locations. IAPD ↗
$167.6M RAUM · 2 reps · 847-595-1315 · illuminatewm.com
Office IT & facilitiesCRMRecruiting & transitions
50
QUINCY WELLS ADVISORS, LLC added office(s): 0 -> 6 additional locations. IAPD ↗
$87.3M RAUM · 20 reps · 312-356-4875
Office IT & facilitiesCRMRecruiting & transitions
50
EVOLUTION WEALTH MANAGEMENT INC. added office(s): 0 -> 3 additional locations. IAPD ↗
$171.7M RAUM · 4 reps · 239-771-8696
Office IT & facilitiesCRMRecruiting & transitions
50
EMISSARY WEALTH added office(s): 1 -> 3 additional locations. IAPD ↗
$185.1M RAUM · 4 reps · 201-853-9103 · emissarywealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
GOALFUSION WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations. IAPD ↗
$238.5M RAUM · 3 reps · 512-593-6367 · goalfusion.com
Office IT & facilitiesCRMRecruiting & transitions
50
CLARUS GROUP LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$158.0M RAUM · 2 reps · (732) 325-0456 · clarusfinancial.com
Office IT & facilitiesCRMRecruiting & transitions
50
LSB WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations. IAPD ↗
$228.8M RAUM · 11 reps · 515-327-9922 · mylsbcapital.com
Office IT & facilitiesCRMRecruiting & transitions
50
CSP FINANCIAL GROUP LLC added office(s): 1 -> 16 additional locations. IAPD ↗
$119.2M RAUM · 19 reps · 480-600-9626 · cspfgllc.com
Office IT & facilitiesCRMRecruiting & transitions
50
VENTANA PRIVATE WEALTH LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$158.6M RAUM · 2 reps · (720) 764-7200
Office IT & facilitiesCRMRecruiting & transitions
50
TARGET ROCK WEALTH MANAGEMENT, LLC added office(s): 2 -> 4 additional locations. IAPD ↗
$94.0M RAUM · 4 reps · 914-580-4530
Office IT & facilitiesCRMRecruiting & transitions
50
MAIDEN COVE CAPITAL added office(s): 0 -> 2 additional locations. IAPD ↗
$153.7M RAUM · 2 reps · 207-482-3840 · maidencove.com
Office IT & facilitiesCRMRecruiting & transitions
50
CABIN ADVISORS, LLC added office(s): 7 -> 8 additional locations. IAPD ↗
$220.2M RAUM · 13 reps · 913-933-3351 · financialarchitects.com
Office IT & facilitiesCRMRecruiting & transitions
50
SIKORSKI WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$139.6M RAUM · 3 reps · 619-363-6007 · sikorskiwealthmgmt.com
Office IT & facilitiesCRMRecruiting & transitions
50
INTEGRATED WEALTHCARE, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$218.2M RAUM · 4 reps · 866-694-6292
Office IT & facilitiesCRMRecruiting & transitions
50
ETHOS CAPITAL MANAGEMENT, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$155.4M RAUM · 4 reps · 215-968-1820
Office IT & facilitiesCRMRecruiting & transitions
50
VERUS FINANCIAL GROUP added office(s): 1 -> 2 additional locations. IAPD ↗
$158.7M RAUM · 4 reps · 713-909-3188
Office IT & facilitiesCRMRecruiting & transitions
50
SENIOR TAX ADVISORY GROUP, INC. added office(s): 1 -> 2 additional locations. IAPD ↗
$122.8M RAUM · 4 reps · 719-596-4844
Office IT & facilitiesCRMRecruiting & transitions
50
ONESOURCE WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations. IAPD ↗
$149.8M RAUM · 2 reps · 9169673500 · wisemoneyguys.com
Office IT & facilitiesCRMRecruiting & transitions
50
BEST LIFE INFINITY, LLC added office(s): 1 -> 5 additional locations. IAPD ↗
$48.2M RAUM · 6 reps · 719-966-1985
Office IT & facilitiesCRMRecruiting & transitions
50
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$178.9M RAUM · 3 reps · 847-983-0123 · mirrettiperryman.com
Office IT & facilitiesCRMRecruiting & transitions
50
NEIL JESANI WEALTH MANAGEMENT added office(s): 1 -> 3 additional locations. IAPD ↗
$194.2M RAUM · 5 reps · (954) 800-0460
Office IT & facilitiesCRMRecruiting & transitions
50
FRUITFUL added office(s): 0 -> 1 additional locations. IAPD ↗
$25.2M RAUM · 17 reps · 833-784-8050
Office IT & facilitiesCRMRecruiting & transitions
50
LIGHT CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$135.3M RAUM · 1 reps · 424-625-2065 · lightcap.co
Office IT & facilitiesCRMRecruiting & transitions
50
ATLAS added office(s): 6 -> 7 additional locations. IAPD ↗
$153.9M RAUM · 5 reps · 805-557-8713
Office IT & facilitiesCRMRecruiting & transitions
50
CONTRARY LEGACY LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$139.7M RAUM · 2 reps · 862-354-0870
Office IT & facilitiesCRMRecruiting & transitions
50
NECTARINE added office(s): 29 -> 31 additional locations. IAPD ↗
$0 RAUM · 31 reps · (858) 779-0115
Office IT & facilitiesCRMRecruiting & transitions
50
APFORIA added office(s): 6 -> 7 additional locations. IAPD ↗
$101.9M RAUM · 9 reps · (833) 780-2487
Office IT & facilitiesCRMRecruiting & transitions
50
44 NORTH CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$125.1M RAUM · 2 reps · 802-300-0614 · 44ncap.com
Office IT & facilitiesCRMRecruiting & transitions
50
VISDOM INVESTMENT GROUP LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$53.1M RAUM · 4 reps · (203) 803-7222
Office IT & facilitiesCRMRecruiting & transitions
50
SALIENT WEALTH PLANNING added office(s): 0 -> 2 additional locations. IAPD ↗
$239.4M RAUM · 3 reps · 858-768-0096 · salientwealthplanning.com
Office IT & facilitiesCRMRecruiting & transitions
50
TRIO WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$134.0M RAUM · 3 reps · (703) 459-9171 · triowm.com
Office IT & facilitiesCRMRecruiting & transitions
50
ALTITUDE CAPITAL MANAGEMENT LLC added office(s): 18 -> 27 additional locations. IAPD ↗
$103.6M RAUM · 26 reps · 515-207-3310 · altitudecm.com
Office IT & facilitiesCRMRecruiting & transitions
50
INNOVATIVE FAMILY OFFICE LLC added office(s): 5 -> 6 additional locations. IAPD ↗
$65.8M RAUM · 8 reps · (914) 427-8036 · innovativefo.com
Office IT & facilitiesCRMRecruiting & transitions
50
RIVERTREE WEALTH added office(s): 1 -> 2 additional locations. IAPD ↗
$143.1M RAUM · 3 reps · (501) 500-0893
Office IT & facilitiesCRMRecruiting & transitions
50
LITTLE RIVER CAPITAL PARTNERS, LP added office(s): 0 -> 1 additional locations. IAPD ↗
$160.1M RAUM · 7 reps · 917-224-7259 · littleriverinvest.com
Office IT & facilitiesCRMRecruiting & transitions
50
BLUE BEAR FINANCIAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$147.4M RAUM · 3 reps · 843-654-1377
Office IT & facilitiesCRMRecruiting & transitions
50
SANDRO WEALTH MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗
$227.6M RAUM · 11 reps · 2016613416 · sandrowealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
STRIVE FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$246.7M RAUM · 8 reps · (317) 590-0146 · firefighterfinancialadvisor.com
Office IT & facilitiesCRMRecruiting & transitions
50
STORGATE, LLC added office(s): 1 -> 2 additional locations. IAPD ↗
$184.5M RAUM · 4 reps · (214) 434-1015 · storgate.com
Office IT & facilitiesCRMRecruiting & transitions
50
W&S ADVISORY SERVICES, LLC added office(s): 4 -> 7 additional locations. IAPD ↗
$5.3M RAUM · 9 reps · 513-361-7600 · meetfabric.com
Office IT & facilitiesCRMRecruiting & transitions
50
CEDRUS WEALTH GROUP added office(s): 0 -> 1 additional locations. IAPD ↗
$217.8M RAUM · 4 reps · 763-400-3224 · cedruswealthgroup.com
Office IT & facilitiesCRMRecruiting & transitions
50
ROOTED FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$108.7M RAUM · 2 reps · 503-207-2067
Office IT & facilitiesCRMRecruiting & transitions
50
CONNECTIVE WEALTH PARTNERS, LLC added office(s): 6 -> 10 additional locations. IAPD ↗
$77.6M RAUM · 10 reps · (603) 498-1854 · connectivewealth.ai
Office IT & facilitiesCRMRecruiting & transitions
50
CIO CAPITAL GROUP LLC added office(s): 2 -> 3 additional locations. IAPD ↗
$40.1M RAUM · 2 reps · 212-516-4000
Office IT & facilitiesCRMRecruiting & transitions
50
HERITAGE STRATEGIC WEALTH, LLC added office(s): 0 -> 1 additional locations. IAPD ↗
$45.7M RAUM · 2 reps · 815-200-9774 · heritagestrategicwealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
TUTTLE WEALTH PARTNERS LLC added office(s): 0 -> 3 additional locations. IAPD ↗
$75.1M RAUM · 3 reps · (800) 781-1219 · tuttlewealth.com
Office IT & facilitiesCRMRecruiting & transitions
50
NAVIANT PARTNERS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗
$177.3M RAUM · 2 reps · (251) 725-9977 · naviantpartners.com
Office IT & facilitiesCRMRecruiting & transitions
50
STONEBRIDGE FINANCIAL GROUP added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 12 reps · 4154614961 · stonebridgefinancialgrp.com
Office IT & facilitiesCRMRecruiting & transitions
45
PIPER SANDLER & CO. added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$1.28B RAUM · 31 reps · 612-303-6000 · pipersandler.com
Office IT & facilitiesCRMRecruiting & transitions
45
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$11.94B RAUM · 3 reps · 312-803-6440
Office IT & facilitiesCRMRecruiting & transitions
45
BLACKROCK FUND ADVISORS added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$4282.22B RAUM · 122 reps · 415 670 2000
Office IT & facilitiesCRMRecruiting & transitions
45
BLACKROCK ADVISORS, LLC added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$1096.12B RAUM · 137 reps · 212 810 5300
Office IT & facilitiesCRMRecruiting & transitions
45
TIAA-CREF INVESTMENT MANAGEMENT LLC added office(s): 19 -> 28 additional locations. IAPD ↗institutional
$292.13B RAUM · 296 reps · 212-490-9000
Office IT & facilitiesCRMRecruiting & transitions
45
USI ADVISORS added office(s): 12 -> 13 additional locations. IAPD ↗institutional
$56.28B RAUM · 48 reps · 860-633-5283 · usiadvisorsinc.com
Office IT & facilitiesCRMRecruiting & transitions
45
VALLEY VIEW CONSULTING LLC added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$17.80B RAUM · 8 reps · (540)297-3419 · valleyviewconsultingllc.com
Office IT & facilitiesCRMRecruiting & transitions
45
MISSIONSQUARE INVESTMENTS added office(s): 7 -> 9 additional locations. IAPD ↗institutional
$52.93B RAUM · 47 reps · 202-962-4600 · vantagepointfunds.org
Office IT & facilitiesCRMRecruiting & transitions
45
APOLLO INVESTMENT MANAGEMENT, L.P. added office(s): 26 -> 28 additional locations. IAPD ↗institutional
$3.32B RAUM · 912 reps · 212-515-3200 · apollo.com
Office IT & facilitiesCRMRecruiting & transitions
45
ADHESION WEALTH ADVISOR SOLUTIONS added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$11.05B RAUM · 15 reps · 888-295-8351 · adhesionwealth.com
Office IT & facilitiesCRMRecruiting & transitions
45
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES added office(s): 2 -> 6 additional locations. IAPD ↗institutional
$1.60B RAUM · 5 reps · 614-816-2694 · accoladeadvisory.com
Office IT & facilitiesCRMRecruiting & transitions
45
APOLLO CREDIT MANAGEMENT, LLC added office(s): 26 -> 28 additional locations. IAPD ↗institutional
$29.97B RAUM · 912 reps · 212-515-3200
Office IT & facilitiesCRMRecruiting & transitions
45
PTMA INVESTMENT ADVISORS added office(s): 6 -> 13 additional locations. IAPD ↗institutional
$104.24B RAUM · 81 reps · 855-395-3954 · ncclass.com
Office IT & facilitiesCRMRecruiting & transitions
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS added office(s): 21 -> 29 additional locations. IAPD ↗institutional
$20.82B RAUM · 75 reps · 212-850-4260
Office IT & facilitiesCRMRecruiting & transitions
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP added office(s): 4 -> 14 additional locations. IAPD ↗institutional
$34.39B RAUM · 114 reps · 212-602-7800
Office IT & facilitiesCRMRecruiting & transitions
45
MONROE CAPITAL BDC ADVISORS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$6.71B RAUM · 21 reps · (312) 258-8300
Office IT & facilitiesCRMRecruiting & transitions
45
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$5.39B RAUM · 111 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
45
ALLIANT RETIREMENT CONSULTING added office(s): 8 -> 11 additional locations. IAPD ↗institutional
$7.37B RAUM · 30 reps · (713) 470-4208 · alliantretirementconsulting.com
Office IT & facilitiesCRMRecruiting & transitions
45
THOROFARE, LLC added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$1.40B RAUM · 17 reps · 617-880-7494
Office IT & facilitiesCRMRecruiting & transitions
45
CRESCENT CAP ADVISORS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$1.81B RAUM · 0 reps · 310-235-5900 · crescentbdc.com
Office IT & facilitiesCRMRecruiting & transitions
45
CION ARES MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$8.00B RAUM · 11 reps · 212-418-4700 · aresmgmt.com
Office IT & facilitiesCRMRecruiting & transitions
45
MAGNETAR ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.92B RAUM · 26 reps · 847-905-4400 · magnetar.com
Office IT & facilitiesCRMRecruiting & transitions
45
OAKTREE FUND ADVISORS, LLC added office(s): 9 -> 11 additional locations. IAPD ↗institutional
$14.10B RAUM · 225 reps · 213-830-6300 · osc.brookfieldoaktree.com
Office IT & facilitiesCRMRecruiting & transitions
45
ADVISOR LOGISTICS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$6.29B RAUM · 2 reps · 210-346-8321 · advisorlogistics.com
Office IT & facilitiesCRMRecruiting & transitions
45
FS/KKR ADVISOR, LLC added office(s): 7 -> 10 additional locations. IAPD ↗institutional
$16.10B RAUM · 192 reps · 215-220-6651
Office IT & facilitiesCRMRecruiting & transitions
45
BLACKSTONE CREDIT BDC ADVISORS LLC added office(s): 12 -> 13 additional locations. IAPD ↗institutional
$100.65B RAUM · 443 reps · 212-503-2100 · pandora.com
Office IT & facilitiesCRMRecruiting & transitions
45
CHURCHILL INVESTMENT MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$12.14B RAUM · 16 reps · 646-517-5353
Office IT & facilitiesCRMRecruiting & transitions
45
M&G INVESTMENTS (USA) INC. added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$14.32B RAUM · 21 reps · 1-872-263-2275 · mandg.com
Office IT & facilitiesCRMRecruiting & transitions
45
INFRARED CAPITAL PARTNERS (US) LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$2.44B RAUM · 21 reps · 1-212-297-2650
Office IT & facilitiesCRMRecruiting & transitions
45
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC added office(s): 5 -> 9 additional locations. IAPD ↗institutional
$10.53B RAUM · 110 reps · 212-895-2000
Office IT & facilitiesCRMRecruiting & transitions
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$1.26B RAUM · 117 reps · (203) 542-4200
Office IT & facilitiesCRMRecruiting & transitions
45
AGTB FUND MANAGER, LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$4.51B RAUM · 88 reps · 212-692-2000 · agtbcap.com
Office IT & facilitiesCRMRecruiting & transitions
45
CRESCENT CAP NT ADVISORS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$1.11B RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com
Office IT & facilitiesCRMRecruiting & transitions
45
REX ADVISERS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$1.58B RAUM · 5 reps · 305-742-0151
Office IT & facilitiesCRMRecruiting & transitions
45
BDT & MSD BDC MANAGEMENT, LLC added office(s): 11 -> 12 additional locations. IAPD ↗institutional
$7.18B RAUM · 231 reps · 212-303-1650 · bdtmsd.com
Office IT & facilitiesCRMRecruiting & transitions
45
FPLF MANAGEMENT LLC added office(s): 16 -> 18 additional locations. IAPD ↗institutional
$1.49B RAUM · 73 reps · 212-798-6100
Office IT & facilitiesCRMRecruiting & transitions
45
TEMA ETFS LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.46B RAUM · 8 reps · 443-222-1771 · temaetfs.com
Office IT & facilitiesCRMRecruiting & transitions
45
FIRST TRYON ADVISORS added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.01B RAUM · 7 reps · 704-926-2453 · firsttryon.com
Office IT & facilitiesCRMRecruiting & transitions
45
1823 PARTNERS (US) LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$18.53B RAUM · 30 reps · 202-431-7882 · 1823.partners
Office IT & facilitiesCRMRecruiting & transitions
45
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC added office(s): 6 -> 8 additional locations. IAPD ↗institutional
$1.60B RAUM · 250 reps · (212) 419-3000
Office IT & facilitiesCRMRecruiting & transitions
45
PERTENTO ADVISORS LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$4.77B RAUM · 4 reps · 1 305 347 5123
Office IT & facilitiesCRMRecruiting & transitions
45
VANGUARD CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$8436.18B RAUM · 235 reps · 610-669-1000
Office IT & facilitiesCRMRecruiting & transitions
45
VANGUARD PORTFOLIO MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$2656.48B RAUM · 105 reps · 610-669-1000
Office IT & facilitiesCRMRecruiting & transitions
43
PARADIGM ASSET MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$441.7M RAUM · 4 reps · 212-771-6100 · paradigmasset.com
Office IT & facilitiesCRMRecruiting & transitions
43
CENTRAL TRUST BANK added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$554.1M RAUM · 3 reps · 573-634-1105
Office IT & facilitiesCRMRecruiting & transitions
43
TAIBER, KOSMALA & ASSOCIATES, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$716.7M RAUM · 7 reps · 312-300-4781 · taiberkosmala.com
Office IT & facilitiesCRMRecruiting & transitions
43
ALPHACENTRIC ADVISORS LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$433.1M RAUM · 7 reps · 6467578387 · alphacentricfunds.com
Office IT & facilitiesCRMRecruiting & transitions
43
CHICAGO ATLANTIC BDC ADVISERS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$342.0M RAUM · 0 reps · 312-625-9295 · lien.chicagoatlantic.com
Office IT & facilitiesCRMRecruiting & transitions
43
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$808.9M RAUM · 4 reps · 503-889-5210
Office IT & facilitiesCRMRecruiting & transitions
43
APOLLO S3 RIC MANAGEMENT, L.P. added office(s): 26 -> 28 additional locations. IAPD ↗institutional
$423.8M RAUM · 912 reps · 212-515-3200
Office IT & facilitiesCRMRecruiting & transitions
43
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$358.6M RAUM · 117 reps · (203) 542-4200
Office IT & facilitiesCRMRecruiting & transitions
43
ADAMS STREET ADVISORS, LLC added office(s): 7 -> 8 additional locations. IAPD ↗institutional
$524.2M RAUM · 190 reps · 312-553-7890 · adamsstreetpartners.com
Office IT & facilitiesCRMRecruiting & transitions
43
SMA CAPITAL LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$553.5M RAUM · 7 reps · (860) 839-0074 · smacap.com
Office IT & facilitiesCRMRecruiting & transitions
43
AUREON MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$481.0M RAUM · 7 reps · 917-767-3845
Office IT & facilitiesCRMRecruiting & transitions
40
AON SECURITIES LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 14 reps · 312-381-4488
Office IT & facilitiesCRMRecruiting & transitions
40
FEDERATED SECURITIES CORP. added office(s): 0 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 213 reps · (412) 288-1900
Office IT & facilitiesCRMRecruiting & transitions
40
USI SECURITIES, INC. added office(s): 15 -> 21 additional locations. IAPD ↗institutional
$0 RAUM · 24 reps · 860-652-3239
Office IT & facilitiesCRMRecruiting & transitions
40
BOSTON MANAGEMENT AND RESEARCH added office(s): 0 -> 3 additional locations. IAPD ↗fund
$154.73B RAUM · 144 reps · 617-482-8260
Office IT & facilitiesCRMRecruiting & transitions
40
BRIDGEWATER ASSOCIATES, LP added office(s): 4 -> 5 additional locations. IAPD ↗fund
$150.16B RAUM · 255 reps · 203-226-3030 · soundcloud.com
Office IT & facilitiesCRMRecruiting & transitions
40
AON INVESTMENTS USA INC. added office(s): 12 -> 14 additional locations. IAPD ↗fund
$150.99B RAUM · 248 reps · 13123817963 · aon.com
Office IT & facilitiesCRMRecruiting & transitions
40
PGIM, INC. added office(s): 15 -> 16 additional locations. IAPD ↗fund
$1131.64B RAUM · 1350 reps · 973-367-6335 · pgim.com
Office IT & facilitiesCRMRecruiting & transitions
40
PORTFOLIO ADVISORS LLC added office(s): 7 -> 8 additional locations. IAPD ↗fund
$47.84B RAUM · 83 reps · 203-662-3456 · futurestandard.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. added office(s): 5 -> 6 additional locations. IAPD ↗fund
$92.04B RAUM · 111 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
POLEN CAPITAL CREDIT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.13B RAUM · 28 reps · 781-283-8500 · polencapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
AEW CAPITAL MANAGEMENT LP added office(s): 5 -> 6 additional locations. IAPD ↗fund
$3.02B RAUM · 130 reps · 617-261-9000
Office IT & facilitiesCRMRecruiting & transitions
40
LASALLE INVESTMENT MANAGEMENT added office(s): 4 -> 6 additional locations. IAPD ↗fund
$11.46B RAUM · 73 reps · 312-897-4000
Office IT & facilitiesCRMRecruiting & transitions
40
ADAMS STREET PARTNERS, LLC added office(s): 7 -> 8 additional locations. IAPD ↗fund
$63.40B RAUM · 190 reps · 312-553-7890 · adamsstreetpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKROCK REALTY ADVISORS INC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$1.12B RAUM · 34 reps · 212 810 5300 · douyin.com
Office IT & facilitiesCRMRecruiting & transitions
40
WESTERN TECHNOLOGY INVESTMENT (WTI) added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.02B RAUM · 15 reps · 650-234-4300
Office IT & facilitiesCRMRecruiting & transitions
40
SSGA FUNDS MANAGEMENT, INC. added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1420.65B RAUM · 220 reps · 617-786-3000
Office IT & facilitiesCRMRecruiting & transitions
40
RATIONAL ADVISORS, INC. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.56B RAUM · 8 reps · 6467578387 · catalyst-insights.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ASSET BASED FINANCE ADVISORS LP added office(s): 3 -> 6 additional locations. IAPD ↗fund
$70.45B RAUM · 386 reps · 212-503-2100 · blackstone.podbean.com
Office IT & facilitiesCRMRecruiting & transitions
40
PROXYVOTE PLUS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 5 reps · 847-525-8472 · proxyvoteplus.com
Office IT & facilitiesCRMRecruiting & transitions
40
MARINER INVESTMENT GROUP, LLC added office(s): 5 -> 6 additional locations. IAPD ↗fund
$149.62B RAUM · 91 reps · 914-670-4300 · marinerinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
40
MORGAN STANLEY REAL ESTATE ADVISOR, INC. added office(s): 4 -> 16 additional locations. IAPD ↗institutional
$0 RAUM · 170 reps · (212) 761-7160 · morganstanley.com
Office IT & facilitiesCRMRecruiting & transitions
40
FEDERATED ADVISORY SERVICES COMPANY added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 74 reps · (412) 288-1900
Office IT & facilitiesCRMRecruiting & transitions
40
FORTRESS INVESTMENT GROUP added office(s): 16 -> 18 additional locations. IAPD ↗fund
$87.30B RAUM · 432 reps · 212-798-6100 · fortress.com
Office IT & facilitiesCRMRecruiting & transitions
40
ARES MANAGEMENT LLC added office(s): 53 -> 67 additional locations. IAPD ↗fund
$458.82B RAUM · 1550 reps · 310-201-4100 · aresfoundation.org
Office IT & facilitiesCRMRecruiting & transitions
40
COURAGE CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.45B RAUM · 14 reps · 615-369-0110 · couragecap.com
Office IT & facilitiesCRMRecruiting & transitions
40
AEA INVESTORS SBF LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.48B RAUM · 112 reps · 212-644-5900 · aeainvestors.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. added office(s): 13 -> 14 additional locations. IAPD ↗fund
$2.79B RAUM · 363 reps · 212-583-5000 · blackstone.podbean.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP added office(s): 12 -> 13 additional locations. IAPD ↗fund
$44.11B RAUM · 443 reps · 212-503-2100 · spoti.fi
Office IT & facilitiesCRMRecruiting & transitions
40
BALYASNY ASSET MANAGEMENT L.P. added office(s): 29 -> 33 additional locations. IAPD ↗fund
$248.14B RAUM · 1026 reps · 312-499-2999
Office IT & facilitiesCRMRecruiting & transitions
40
PALOMA PARTNERS MANAGEMENT COMPANY added office(s): 1 -> 3 additional locations. IAPD ↗fund
$30.29B RAUM · 30 reps · 203-862-8000
Office IT & facilitiesCRMRecruiting & transitions
40
GLG LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$7.04B RAUM · 26 reps · 212-649-6600 · man.com
Office IT & facilitiesCRMRecruiting & transitions
40
MORGAN STANLEY INFRASTRUCTURE INC. added office(s): 6 -> 7 additional locations. IAPD ↗fund
$15.97B RAUM · 48 reps · 1 212 761-7160 · morganstanley.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. added office(s): 5 -> 6 additional locations. IAPD ↗fund
$3.01B RAUM · 111 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE REAL ESTATE ADVISORS L.P. added office(s): 13 -> 14 additional locations. IAPD ↗fund
$130.74B RAUM · 363 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
KOHLBERG KRAVIS ROBERTS & CO. L.P. added office(s): 19 -> 22 additional locations. IAPD ↗fund
$381.60B RAUM · 636 reps · 212-750-8300 · kkr.com
Office IT & facilitiesCRMRecruiting & transitions
40
CASTLELAKE, L.P. added office(s): 6 -> 8 additional locations. IAPD ↗fund
$35.29B RAUM · 98 reps · 612-851-3000
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. added office(s): 5 -> 6 additional locations. IAPD ↗fund
$69.79B RAUM · 134 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
KKR CREDIT ADVISORS (US) LLC added office(s): 7 -> 10 additional locations. IAPD ↗fund
$270.85B RAUM · 181 reps · 415-315-3620 · kkrfunds.com
Office IT & facilitiesCRMRecruiting & transitions
40
PFM HEALTH SCIENCES, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.27B RAUM · 7 reps · 415-281-1000 · pfmhealthsciences.com
Office IT & facilitiesCRMRecruiting & transitions
40
VOLEON CAPITAL MANAGEMENT LP added office(s): 1 -> 3 additional locations. IAPD ↗fund
$29.38B RAUM · 28 reps · 510-704-9870
Office IT & facilitiesCRMRecruiting & transitions
40
ISECTORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 3 reps · 920-731-4455 · isectors.com
Office IT & facilitiesCRMRecruiting & transitions
40
GC ADVISORS LLC added office(s): 7 -> 8 additional locations. IAPD ↗fund
$177.85B RAUM · 274 reps · 312-205-5050
Office IT & facilitiesCRMRecruiting & transitions
40
STOCKBRIDGE CAPITAL GROUP, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$21.55B RAUM · 27 reps · 415-658-3300 · stockbridge.com
Office IT & facilitiesCRMRecruiting & transitions
40
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC added office(s): 11 -> 12 additional locations. IAPD ↗fund
$121.46B RAUM · 248 reps · 212-458-6082 · corebridgefinancial.com
Office IT & facilitiesCRMRecruiting & transitions
40
BROOKFIELD ASSET MANAGEMENT PIC US, LLC added office(s): 44 -> 46 additional locations. IAPD ↗fund
$105.30B RAUM · 1790 reps · 212-417-7000 · brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE LIQUID CREDIT ADVISORS I LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$51.63B RAUM · 408 reps · 212-503-2100
Office IT & facilitiesCRMRecruiting & transitions
40
TENOR CAPITAL MANAGEMENT COMPANY, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$10.17B RAUM · 18 reps · 212 918-5302 · tenorcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
LONG SHORT ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$154.2M RAUM · 1 reps · 215-399-9409 · longshortadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
40
PERCEPTIVE ADVISORS added office(s): 3 -> 4 additional locations. IAPD ↗fund
$11.77B RAUM · 28 reps · 646-205-5300
Office IT & facilitiesCRMRecruiting & transitions
40
LGK ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.39B RAUM · 10 reps · 212-378-3700 · lsvadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN FINANCE ADVISERS, L.L.C. added office(s): 5 -> 8 additional locations. IAPD ↗fund
$11.23B RAUM · 45 reps · 212-720-0300 · newmountainfinance.com
Office IT & facilitiesCRMRecruiting & transitions
40
ELDRIDGE CREDIT ADVISERS, LLC added office(s): 5 -> 9 additional locations. IAPD ↗fund
$8.46B RAUM · 110 reps · 212-895-2000
Office IT & facilitiesCRMRecruiting & transitions
40
SWBC INVESTMENT ADVISORY SERVICES LLC added office(s): 0 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 6 reps · 717.816.4162 · swbc.com
Office IT & facilitiesCRMRecruiting & transitions
40
VERITION FUND MANAGEMENT LLC added office(s): 22 -> 24 additional locations. IAPD ↗fund
$139.39B RAUM · 520 reps · 203-742-7700
Office IT & facilitiesCRMRecruiting & transitions
40
JERICHO CAPITAL ASSET MANAGEMENT L.P. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$10.11B RAUM · 8 reps · 212-946-7650 · jerichocap.com
Office IT & facilitiesCRMRecruiting & transitions
40
BOW RIVER CAPITAL added office(s): 0 -> 2 additional locations. IAPD ↗fund
$3.15B RAUM · 37 reps · 303-861-8466 · bowriverevergreen.com
Office IT & facilitiesCRMRecruiting & transitions
40
BAYVIEW ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$64.21B RAUM · 195 reps · 305-854-8880 · bayview.com
Office IT & facilitiesCRMRecruiting & transitions
40
MONROE CAPITAL MANAGEMENT ADVISORS LLC added office(s): 5 -> 6 additional locations. IAPD ↗fund
$18.56B RAUM · 79 reps · (312) 258-8300
Office IT & facilitiesCRMRecruiting & transitions
40
ALPINE INVESTORS added office(s): 1 -> 2 additional locations. IAPD ↗fund
$18.91B RAUM · 73 reps · 415-392-9100 · alpineinvestors.com
Office IT & facilitiesCRMRecruiting & transitions
40
WESTPORT CAPITAL PARTNERS LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$8.92B RAUM · 12 reps · 203-429-8600 · westportcp.com
Office IT & facilitiesCRMRecruiting & transitions
40
PCCP, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$20.10B RAUM · 83 reps · 310-414-7870
Office IT & facilitiesCRMRecruiting & transitions
40
KPS CAPITAL PARTNERS, LP added office(s): 4 -> 7 additional locations. IAPD ↗fund
$19.08B RAUM · 111 reps · 212-338-5100 · kpsfund.com
Office IT & facilitiesCRMRecruiting & transitions
40
SILVER POINT CAPITAL, L.P. added office(s): 8 -> 9 additional locations. IAPD ↗fund
$46.23B RAUM · 117 reps · 203-542-4200
Office IT & facilitiesCRMRecruiting & transitions
40
CLEARLAKE CAPITAL GROUP, L.P. added office(s): 6 -> 8 additional locations. IAPD ↗fund
$83.56B RAUM · 97 reps · 310-400-8800 · clearlake.com
Office IT & facilitiesCRMRecruiting & transitions
40
PARALLAX VOLATILITY ADVISERS, L.P. added office(s): 2 -> 3 additional locations. IAPD ↗fund
$5.98B RAUM · 19 reps · 415-445-6646 · parallaxfund.com
Office IT & facilitiesCRMRecruiting & transitions
40
MADISON INTERNATIONAL REALTY HOLDINGS, LLC added office(s): 6 -> 7 additional locations. IAPD ↗fund
$6.31B RAUM · 20 reps · 212-688-8777
Office IT & facilitiesCRMRecruiting & transitions
40
GRANDEUR PEAK GLOBAL ADVISORS added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.80B RAUM · 33 reps · 801-384-0000 · grandeurpeakglobal.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. added office(s): 5 -> 6 additional locations. IAPD ↗fund
$20.08B RAUM · 111 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
SIXTH STREET ADVISERS, LLC added office(s): 9 -> 11 additional locations. IAPD ↗fund
$101.61B RAUM · 338 reps · 469-621-3001
Office IT & facilitiesCRMRecruiting & transitions
40
STONEPEAK added office(s): 9 -> 10 additional locations. IAPD ↗fund
$81.91B RAUM · 186 reps · 212-907-5100
Office IT & facilitiesCRMRecruiting & transitions
40
TUDOR INVESTMENT CORPORATION added office(s): 5 -> 6 additional locations. IAPD ↗fund
$106.84B RAUM · 275 reps · 203-863-6700 · tudor.com
Office IT & facilitiesCRMRecruiting & transitions
40
VALOR EQUITY PARTNERS added office(s): 5 -> 6 additional locations. IAPD ↗fund
$59.32B RAUM · 68 reps · 312-683-1900
Office IT & facilitiesCRMRecruiting & transitions
40
TIGER GLOBAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$77.99B RAUM · 49 reps · 212-984-8800
Office IT & facilitiesCRMRecruiting & transitions
40
HILDENE CAPITAL MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗fund
$20.18B RAUM · 18 reps · 203-517-2500 · hildenecdo.com
Office IT & facilitiesCRMRecruiting & transitions
40
THE RIVERSIDE COMPANY added office(s): 11 -> 12 additional locations. IAPD ↗fund
$13.53B RAUM · 108 reps · 212-265-6575
Office IT & facilitiesCRMRecruiting & transitions
40
SPECTRUM EQUITY added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.32B RAUM · 42 reps · 617-464-4600
Office IT & facilitiesCRMRecruiting & transitions
40
GREYSTAR INVESTMENT GROUP, LLC added office(s): 34 -> 35 additional locations. IAPD ↗fund
$36.50B RAUM · 588 reps · 843-579-9400 · greystar.com
Office IT & facilitiesCRMRecruiting & transitions
40
BERKSHIRE PARTNERS LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$29.00B RAUM · 93 reps · (617) 227-0050
Office IT & facilitiesCRMRecruiting & transitions
40
RIZVI TRAVERSE MANAGEMENT, LLC added office(s): 5 -> 6 additional locations. IAPD ↗fund
$1.29B RAUM · 6 reps · 248-594-4751 · rizvitraverse.com
Office IT & facilitiesCRMRecruiting & transitions
40
COMVEST ADVISORS LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$2.43B RAUM · 128 reps · 561-727-2000 · comvest.com
Office IT & facilitiesCRMRecruiting & transitions
40
ALPHA WAVE GLOBAL, LP added office(s): 9 -> 11 additional locations. IAPD ↗fund
$26.66B RAUM · 48 reps · 212 803-9080
Office IT & facilitiesCRMRecruiting & transitions
40
BDT CAPITAL PARTNERS added office(s): 11 -> 12 additional locations. IAPD ↗fund
$51.52B RAUM · 231 reps · 312-660-7300 · bdtmsd.com
Office IT & facilitiesCRMRecruiting & transitions
40
SENATOR INVESTMENT GROUP LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.92B RAUM · 12 reps · 212-376-4300 · senatorlp.com
Office IT & facilitiesCRMRecruiting & transitions
40
ABRY PARTNERS II, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$14.90B RAUM · 1 reps · 617-859-2959 · abry.com
Office IT & facilitiesCRMRecruiting & transitions
40
MARCUS PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.68B RAUM · 30 reps · 617-556-5200
Office IT & facilitiesCRMRecruiting & transitions
40
ORION RESOURCE PARTNERS (USA), LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.91B RAUM · 18 reps · 212-596-3511 · orionrp.com
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN CAPITAL, LLC added office(s): 5 -> 8 additional locations. IAPD ↗fund
$46.41B RAUM · 154 reps · 212-720-0300 · wikipedia.org
Office IT & facilitiesCRMRecruiting & transitions
40
TRIVEST INVESTMENT ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$6.01B RAUM · 73 reps · 305-858-2200
Office IT & facilitiesCRMRecruiting & transitions
40
PLATINUM EQUITY ADVISORS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$47.72B RAUM · 181 reps · 310-712-1850
Office IT & facilitiesCRMRecruiting & transitions
40
AMPERSAND CAPITAL PARTNERS added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.09B RAUM · 33 reps · 781-239-0700 · ampersandcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
ROOSEVELT MANAGEMENT COMPANY LLC added office(s): 7 -> 8 additional locations. IAPD ↗institutional
$52.4M RAUM · 30 reps · 212-938-4800 · rooseveltmc.com
Office IT & facilitiesCRMRecruiting & transitions
40
MSD PARTNERS, L.P. added office(s): 11 -> 12 additional locations. IAPD ↗fund
$21.30B RAUM · 231 reps · 212-303-1650 · bdtmsd.com
Office IT & facilitiesCRMRecruiting & transitions
40
THE PRAEDIUM GROUP LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.71B RAUM · 10 reps · (212) 224-5600 · praediumgroup.com
Office IT & facilitiesCRMRecruiting & transitions
40
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. added office(s): 1 -> 2 additional locations. IAPD ↗fund
$68.38B RAUM · 155 reps · 212-813-4900 · carlyle.com
Office IT & facilitiesCRMRecruiting & transitions
40
GENERAL CATALYST added office(s): 4 -> 5 additional locations. IAPD ↗fund
$45.50B RAUM · 68 reps · 617-234-7000
Office IT & facilitiesCRMRecruiting & transitions
40
ICG INVESTMENTS INC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$49.69B RAUM · 54 reps · 212-710-9650 · icgam.com
Office IT & facilitiesCRMRecruiting & transitions
40
A&M CAPITAL added office(s): 4 -> 5 additional locations. IAPD ↗fund
$7.13B RAUM · 60 reps · 203-742-5880 · services.sungarddx.com
Office IT & facilitiesCRMRecruiting & transitions
40
STEADVIEW CAPITAL MANAGEMENT LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$2.64B RAUM · 13 reps · 2124040345 · steadview.com
Office IT & facilitiesCRMRecruiting & transitions
40
STONE RIDGE ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$36.34B RAUM · 47 reps · 212-257-4750 · stoneridgefunds.com
Office IT & facilitiesCRMRecruiting & transitions
40
ANTHOS CAPITAL added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.04B RAUM · 21 reps · 424-322-7082
Office IT & facilitiesCRMRecruiting & transitions
40
NAPIER PARK GLOBAL CAPITAL (US) LP added office(s): 1 -> 3 additional locations. IAPD ↗fund
$14.57B RAUM · 43 reps · 212-235-0717 · napierparkglobal.com
Office IT & facilitiesCRMRecruiting & transitions
40
SHORE CAPITAL PARTNERS added office(s): 1 -> 3 additional locations. IAPD ↗fund
$9.26B RAUM · 62 reps · 312-348-7572
Office IT & facilitiesCRMRecruiting & transitions
40
FS GLOBAL ADVISOR, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.01B RAUM · 25 reps · 215-220-6651
Office IT & facilitiesCRMRecruiting & transitions
40
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.58B RAUM · 32 reps · (225) 228-2500 · bernhardcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
CORRUM CAPITAL MANAGEMENT added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.39B RAUM · 10 reps · 704-330-7300 · corrumcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
HEALTHCARE ROYALTY MANAGEMENT, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$3.78B RAUM · 19 reps · 203-487-8300
Office IT & facilitiesCRMRecruiting & transitions
40
RIVER CANYON FUND MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.08B RAUM · 55 reps · 214 253 6000 · rivercanyonfunds.com
Office IT & facilitiesCRMRecruiting & transitions
40
ASHE CAPITAL MANAGEMENT, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.04B RAUM · 5 reps · 201-464-0962
Office IT & facilitiesCRMRecruiting & transitions
40
PINEGROVE OPPORTUNITY PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.93B RAUM · 12 reps · 650-519-0540 · pinegrove.vc
Office IT & facilitiesCRMRecruiting & transitions
40
QUANTBOT TECHNOLOGIES, LP added office(s): 4 -> 5 additional locations. IAPD ↗fund
$6.65B RAUM · 47 reps · 212-922-9624 · quantbot.com
Office IT & facilitiesCRMRecruiting & transitions
40
ENGINEERS GATE MANAGER LP added office(s): 6 -> 7 additional locations. IAPD ↗fund
$23.17B RAUM · 168 reps · 646-757-2800
Office IT & facilitiesCRMRecruiting & transitions
40
TREE LINE CAPITAL PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.85B RAUM · 20 reps · 415-795-7575 · treelinecp.com
Office IT & facilitiesCRMRecruiting & transitions
40
CAPTION MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.41B RAUM · 12 reps · 347-797-5101 · captionpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
COMMUNITY INVESTMENT MANAGEMENT LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.47B RAUM · 31 reps · 415-857-3233 · cim-llc.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE PROPERTY ADVISORS L.P. added office(s): 13 -> 14 additional locations. IAPD ↗fund
$77.40B RAUM · 391 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
CANYON CLO ADVISORS LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$11.91B RAUM · 55 reps · 214 253 6000
Office IT & facilitiesCRMRecruiting & transitions
40
HOMESTEAD CAPITAL USA, LLC added office(s): 5 -> 7 additional locations. IAPD ↗fund
$1.58B RAUM · 17 reps · 415-369-9952 · homesteadcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
ACRES added office(s): 4 -> 5 additional locations. IAPD ↗fund
$4.39B RAUM · 24 reps · 516-535-0015 · acresreit.com
Office IT & facilitiesCRMRecruiting & transitions
40
SCHONFELD STRATEGIC ADVISORS LLC added office(s): 16 -> 22 additional locations. IAPD ↗fund
$225.25B RAUM · 344 reps · 1 (646) 293-0000
Office IT & facilitiesCRMRecruiting & transitions
40
ENERGY IMPACT PARTNERS LP added office(s): 4 -> 5 additional locations. IAPD ↗fund
$4.86B RAUM · 57 reps · 212-899-9700 · energyimpactpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL CREDIT ADVISORS LLC added office(s): 6 -> 8 additional locations. IAPD ↗fund
$64.86B RAUM · 250 reps · (212) 419-3000 · blueowl.com
Office IT & facilitiesCRMRecruiting & transitions
40
KLINE HILL PARTNERS LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$11.71B RAUM · 32 reps · 203-987-6120 · klinehill.com
Office IT & facilitiesCRMRecruiting & transitions
40
SPRING LAKE ASSET MANAGEMENT, INC. added office(s): 7 -> 8 additional locations. IAPD ↗fund
$1.47B RAUM · 8 reps · 813-336-6889 · springlakeassetmanagement.com
Office IT & facilitiesCRMRecruiting & transitions
40
GILLSON CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.07B RAUM · 12 reps · 312-667-8920 · gillsoncapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
RDST CAPITAL LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.28B RAUM · 6 reps · 212-543-1000 · readestreet.com
Office IT & facilitiesCRMRecruiting & transitions
40
BAY POINT ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.03B RAUM · 29 reps · (404) 963-6031
Office IT & facilitiesCRMRecruiting & transitions
40
CENTIVA CAPITAL, LP added office(s): 10 -> 11 additional locations. IAPD ↗fund
$20.61B RAUM · 156 reps · 212-554-4180 · centivacapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
QUIET CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.38B RAUM · 9 reps · 415-840-0555 · quiet.com
Office IT & facilitiesCRMRecruiting & transitions
40
WILLOW TREE CREDIT PARTNERS LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.80B RAUM · 13 reps · 212-218-1090
Office IT & facilitiesCRMRecruiting & transitions
40
BXMT ADVISORS L.L.C. added office(s): 5 -> 6 additional locations. IAPD ↗fund
$20.00B RAUM · 134 reps · 212-583-5000 · blackstone.podbean.com
Office IT & facilitiesCRMRecruiting & transitions
40
BX REIT ADVISORS L.L.C. added office(s): 13 -> 14 additional locations. IAPD ↗institutional
$0 RAUM · 378 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
ARC70 ADVISERS LP added office(s): 1 -> 4 additional locations. IAPD ↗fund
$1.90B RAUM · 13 reps · (415) 322-3303
Office IT & facilitiesCRMRecruiting & transitions
40
SAGEWIND CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.30B RAUM · 9 reps · (646) 930-1540
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ISG-I ADVISORS L.L.C. added office(s): 2 -> 4 additional locations. IAPD ↗fund
$183.53B RAUM · 44 reps · 212-583-5000 · soundcloud.com
Office IT & facilitiesCRMRecruiting & transitions
40
GC OPAL ADVISORS LLC added office(s): 9 -> 10 additional locations. IAPD ↗fund
$124.30B RAUM · 306 reps · 312.205.5050 · gcimanagement.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE ISG-II ADVISORS L.L.C. added office(s): 2 -> 4 additional locations. IAPD ↗fund
$8.01B RAUM · 44 reps · 212-583-5000
Office IT & facilitiesCRMRecruiting & transitions
40
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.51B RAUM · 12 reps · 330-620-1478 · excelsiorcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
TREVILLE CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.89B RAUM · 11 reps · 212-812-0210 · treville.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC added office(s): 5 -> 6 additional locations. IAPD ↗fund
$66.93B RAUM · 35 reps · 302 797 2000 · douyin.com
Office IT & facilitiesCRMRecruiting & transitions
40
KENNEDY LEWIS MANAGEMENT LP added office(s): 3 -> 4 additional locations. IAPD ↗fund
$11.54B RAUM · 42 reps · 212-782-3480
Office IT & facilitiesCRMRecruiting & transitions
40
CHANNING GLOBAL ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com
Office IT & facilitiesCRMRecruiting & transitions
40
EMPROS CAPITAL LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.34B RAUM · 9 reps · 415-234-7318
Office IT & facilitiesCRMRecruiting & transitions
40
MEREWETHER INVESTMENT MANAGEMENT, LP added office(s): 1 -> 3 additional locations. IAPD ↗fund
$6.91B RAUM · 18 reps · 214-453-5522 · merewetherinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
40
EXODUSPOINT CAPITAL MANAGEMENT, LP added office(s): 11 -> 13 additional locations. IAPD ↗fund
$159.41B RAUM · 313 reps · (646) 940 - 9600
Office IT & facilitiesCRMRecruiting & transitions
40
PSG EQUITY L.L.C. added office(s): 3 -> 4 additional locations. IAPD ↗fund
$30.18B RAUM · 154 reps · 617-544-8800 · psgequity.com
Office IT & facilitiesCRMRecruiting & transitions
40
WARREN EQUITY PARTNERS MANAGER, L.P. added office(s): 3 -> 4 additional locations. IAPD ↗fund
$6.09B RAUM · 25 reps · 904-746-7027 · warrenequity.com
Office IT & facilitiesCRMRecruiting & transitions
40
HEARD CAPITAL LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$2.40B RAUM · 5 reps · 312-786-5210 · heardcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
QUID CAPITAL GROUP HOLDINGS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.76B RAUM · 6 reps · 424-238-2927 · troycapitalpartners.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC added office(s): 6 -> 8 additional locations. IAPD ↗fund
$16.10B RAUM · 250 reps · (212) 419-3000 · blueowl.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC added office(s): 6 -> 8 additional locations. IAPD ↗fund
$46.06B RAUM · 250 reps · (212) 419-3000 · blueowl.com
Office IT & facilitiesCRMRecruiting & transitions
40
ADAR1 CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.68B RAUM · 7 reps · 512-254-3790
Office IT & facilitiesCRMRecruiting & transitions
40
DRAGONFLY DIGITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.44B RAUM · 9 reps · 415-795-8868
Office IT & facilitiesCRMRecruiting & transitions
40
WOODLINE PARTNERS LP added office(s): 2 -> 3 additional locations. IAPD ↗fund
$36.66B RAUM · 48 reps · 415-801-4550
Office IT & facilitiesCRMRecruiting & transitions
40
BRIGHTON PARK CAPITAL added office(s): 3 -> 4 additional locations. IAPD ↗fund
$4.48B RAUM · 34 reps · 203-542-0750
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE CLO MANAGEMENT LLC added office(s): 3 -> 5 additional locations. IAPD ↗fund
$30.69B RAUM · 408 reps · 212-503-2100 · blackstone.com
Office IT & facilitiesCRMRecruiting & transitions
40
WEATHERFORD CAPITAL MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.05B RAUM · 12 reps · (813) 443-0499 · weatherfordcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
LOGOS GLOBAL MANAGEMENT, L.P. added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.25B RAUM · 5 reps · 415-801-4660
Office IT & facilitiesCRMRecruiting & transitions
40
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. added office(s): 5 -> 8 additional locations. IAPD ↗fund
$3.40B RAUM · 21 reps · 212-720-0300 · newmountainfinance.com
Office IT & facilitiesCRMRecruiting & transitions
40
ARCTOS PARTNERS added office(s): 2 -> 3 additional locations. IAPD ↗fund
$18.22B RAUM · 70 reps · 972-918-3800
Office IT & facilitiesCRMRecruiting & transitions
40
HINES CAPITAL ADVISORS LLC added office(s): 39 -> 45 additional locations. IAPD ↗fund
$5.15B RAUM · 362 reps · 713-621-8000
Office IT & facilitiesCRMRecruiting & transitions
40
MADISON AVENUE SOLUTIONS, LLC added office(s): 1 -> 4 additional locations. IAPD ↗fund
$2.06B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com
Office IT & facilitiesCRMRecruiting & transitions
40
SOURCEROCK GROUP LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.11B RAUM · 10 reps · 720-790-2271 · sourcerocklp.com
Office IT & facilitiesCRMRecruiting & transitions
40
CLOVER CREDIT MANAGEMENT, LLC added office(s): 3 -> 5 additional locations. IAPD ↗fund
$3.47B RAUM · 408 reps · 212-503-2100 · apple.co
Office IT & facilitiesCRMRecruiting & transitions
40
ALPHA SQUARE GROUP S, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.60B RAUM · 10 reps · 347-334-0787 · alphasquaregroup.com
Office IT & facilitiesCRMRecruiting & transitions
40
BREAKTHROUGH PROPERTIES added office(s): 4 -> 5 additional locations. IAPD ↗fund
$2.69B RAUM · 21 reps · 213-290-3996 · btprop.com
Office IT & facilitiesCRMRecruiting & transitions
40
ACRE MANAGER, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$4.66B RAUM · 7 reps · 212-540-5414
Office IT & facilitiesCRMRecruiting & transitions
40
ARDMORE ROAD ASSET MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.83B RAUM · 13 reps · 646-793-6220 · ardmoreroad.com
Office IT & facilitiesCRMRecruiting & transitions
40
COMVEST CREDIT ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$9.25B RAUM · 128 reps · 561-727-2000
Office IT & facilitiesCRMRecruiting & transitions
40
INVICTUS GROWTH PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.26B RAUM · 12 reps · 415-886-9830 · invictusgrowth.com
Office IT & facilitiesCRMRecruiting & transitions
40
COMMONWEALTH CREDIT ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.73B RAUM · 128 reps · 561-727-2000
Office IT & facilitiesCRMRecruiting & transitions
40
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC added office(s): 30 -> 36 additional locations. IAPD ↗fund
$107.29B RAUM · 1421 reps · 2124177000 · brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
40
TPG SOLUTIONS ADVISORS added office(s): 8 -> 9 additional locations. IAPD ↗fund
$11.61B RAUM · 46 reps · 817-871-4000
Office IT & facilitiesCRMRecruiting & transitions
40
PRMIM added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.54B RAUM · 8 reps · 215-360-3800 · prmortgageinvestment.com
Office IT & facilitiesCRMRecruiting & transitions
40
CLOUD CAPITAL ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.82B RAUM · 8 reps · (202) 607 2300 · cloudcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
GOANNA CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.22B RAUM · 7 reps · 551-800-2775 · goannacapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
FIDELITY DIVERSIFYING SOLUTIONS LLC added office(s): 3 -> 5 additional locations. IAPD ↗fund
$18.88B RAUM · 44 reps · 617-563-7000
Office IT & facilitiesCRMRecruiting & transitions
40
ABRAHAM TRADING COMPANY added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$94.9M RAUM · 3 reps · 806-323-8000
Office IT & facilitiesCRMRecruiting & transitions
40
GERCHEN CAPITAL PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.11B RAUM · 22 reps · 217-437-1300 · gerchen.com
Office IT & facilitiesCRMRecruiting & transitions
40
ALPHA GROWTH MANAGEMENT LLC added office(s): 0 -> 4 additional locations. IAPD ↗institutional
$19.6M RAUM · 4 reps · 949-326-9796 · algwplc.com
Office IT & facilitiesCRMRecruiting & transitions
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC added office(s): 6 -> 8 additional locations. IAPD ↗fund
$6.95B RAUM · 250 reps · (212) 419-3000 · otic.com
Office IT & facilitiesCRMRecruiting & transitions
40
GALVANIZE CLIMATE SOLUTIONS LLC added office(s): 8 -> 9 additional locations. IAPD ↗fund
$6.98B RAUM · 39 reps · 415-757-6600 · gcsllc.com
Office IT & facilitiesCRMRecruiting & transitions
40
SANDBROOK CAPITAL MANAGEMENT LP added office(s): 2 -> 3 additional locations. IAPD ↗fund
$4.58B RAUM · 26 reps · 475-268-1450
Office IT & facilitiesCRMRecruiting & transitions
40
IRENIC CAPITAL MANAGEMENT LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.40B RAUM · 7 reps · 646-993-6330
Office IT & facilitiesCRMRecruiting & transitions
40
REALTERM added office(s): 15 -> 16 additional locations. IAPD ↗fund
$10.87B RAUM · 109 reps · 410-280-1100 · realterm.com
Office IT & facilitiesCRMRecruiting & transitions
40
AMERGIN ASSET MANAGEMENT, LLC added office(s): 5 -> 12 additional locations. IAPD ↗fund
$1.21B RAUM · 5 reps · 561-760-1957
Office IT & facilitiesCRMRecruiting & transitions
40
ABRY PARTNERS III, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.11B RAUM · 59 reps · (617) 859-2959 · abry.com
Office IT & facilitiesCRMRecruiting & transitions
40
PCM MANAGEMENT ADVISOR, LLC added office(s): 0 -> 5 additional locations. IAPD ↗fund
$7.89B RAUM · 38 reps · 440-528-0333 · peppertreecapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
SHORECLIFF ASSET MANAGEMENT COMPANY LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.41B RAUM · 8 reps · (949) 806-3980 · shorecliffam.com
Office IT & facilitiesCRMRecruiting & transitions
40
PHOENIX MERCHANT PARTNERS, LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.06B RAUM · 12 reps · (212) 804-9990
Office IT & facilitiesCRMRecruiting & transitions
40
MKAM ETF LLC added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$12.0M RAUM · 2 reps · 310-988-2158
Office IT & facilitiesCRMRecruiting & transitions
40
THE LINONIA PARTNERSHIP LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.84B RAUM · 8 reps · (646) 989 4226 · linonia.com
Office IT & facilitiesCRMRecruiting & transitions
40
CONSTELLATION WEALTH CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.52B RAUM · 9 reps · 312-626-6067 · constellationwealthcapital.com
Office IT & facilitiesCRMRecruiting & transitions
40
PGIM REAL ESTATE ADVISORS LLC added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · 973-367-5122
Office IT & facilitiesCRMRecruiting & transitions
40
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC added office(s): 12 -> 13 additional locations. IAPD ↗fund
$57.92B RAUM · 443 reps · 212-503-2100
Office IT & facilitiesCRMRecruiting & transitions
40
FREESTONE GROVE PARTNERS LP added office(s): 5 -> 6 additional locations. IAPD ↗fund
$16.48B RAUM · 105 reps · 4159074100 · fgrovep.com
Office IT & facilitiesCRMRecruiting & transitions
40
TOWN LANE MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.38B RAUM · 13 reps · 212-404-7904 · townlane.com
Office IT & facilitiesCRMRecruiting & transitions
40
ALPINVEST US HOLDINGS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$57.66B RAUM · 127 reps · (646) 735-4293
Office IT & facilitiesCRMRecruiting & transitions
40
WILLOW TREE CAPITAL CORP ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.17B RAUM · 13 reps · 212-218-1090
Office IT & facilitiesCRMRecruiting & transitions
40
TCW PT MANAGEMENT COMPANY LLC added office(s): 3 -> 5 additional locations. IAPD ↗fund
$2.70B RAUM · 38 reps · 213-244-0000 · tcw.com
Office IT & facilitiesCRMRecruiting & transitions
40
VARIANT PERCEPTION added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$31.9M RAUM · 1 reps · 704-926-1116
Office IT & facilitiesCRMRecruiting & transitions
40
AI ALPHA LLC added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$200.0M RAUM · 3 reps · 616-600-2060 · my-aialpha.com
Office IT & facilitiesCRMRecruiting & transitions
40
MILITIA CAPITAL MANAGEMENT, LLC added office(s): 0 -> 4 additional locations. IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
SAGE ADVISORS, LLC added office(s): 3 -> 5 additional locations. IAPD ↗fund
$366.1M RAUM · 12 reps · 212-850-4260
Office IT & facilitiesCRMRecruiting & transitions
38
ABR CAPITAL PARTNERS, LLC added office(s): 4 -> 5 additional locations. IAPD ↗fund
$491.0M RAUM · 17 reps · 410-727-4083
Office IT & facilitiesCRMRecruiting & transitions
38
NEWPORT INVESTMENT MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$438.8M RAUM · 17 reps · 312-724-7031 · app.junipersquare.com
Office IT & facilitiesCRMRecruiting & transitions
38
RESERVOIR OPERATIONS, L.P. added office(s): 0 -> 2 additional locations. IAPD ↗fund
$364.8M RAUM · 3 reps · 212-610-9000
Office IT & facilitiesCRMRecruiting & transitions
38
SCOGGIN MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$463.9M RAUM · 10 reps · 212-355-5600
Office IT & facilitiesCRMRecruiting & transitions
38
FARLEY CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$250.3M RAUM · 2 reps · 212-421-8741 · dispatchesfromindia.com
Office IT & facilitiesCRMRecruiting & transitions
38
SAYBROOK FUND ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$461.2M RAUM · 7 reps · 310-601-3710 · saybrookfundadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
38
QUAD PARTNERS LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$743.4M RAUM · 10 reps · 212-724-2200 · quadpartners.com
Office IT & facilitiesCRMRecruiting & transitions
38
CONSERVATION RESOURCE PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$822.1M RAUM · 7 reps · 603-658-0143 · conservationforestry.net
Office IT & facilitiesCRMRecruiting & transitions
38
CYPRIUM PARTNERS added office(s): 1 -> 5 additional locations. IAPD ↗fund
$760.2M RAUM · 14 reps · 216-453-4500 · cyprium.com
Office IT & facilitiesCRMRecruiting & transitions
38
ALIDADE CAPITAL, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$564.9M RAUM · 14 reps · 248-593-7878 · alidadecapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
AROSA CAPITAL MANAGEMENT LP added office(s): 0 -> 1 additional locations. IAPD ↗fund
$856.6M RAUM · 6 reps · 212-218-0550 · arosacapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
CAPITALA PRIVATE ADVISORS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$505.1M RAUM · 14 reps · 704-376-5502 · capitalagroup.com
Office IT & facilitiesCRMRecruiting & transitions
38
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC added office(s): 3 -> 12 additional locations. IAPD ↗fund
$829.2M RAUM · 25 reps · 212-461-5761 · firstcitizens.com
Office IT & facilitiesCRMRecruiting & transitions
38
WARANA CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$672.9M RAUM · 8 reps · (201) 803-2699 · waranacap.com
Office IT & facilitiesCRMRecruiting & transitions
38
HAZOOR PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$330.7M RAUM · 6 reps · 458-203-0665 · hazoorpartners.com
Office IT & facilitiesCRMRecruiting & transitions
38
EDEN CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$283.8M RAUM · 7 reps · 212-588-9000
Office IT & facilitiesCRMRecruiting & transitions
38
RIVERGLADE CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$846.9M RAUM · 12 reps · 312-940-6700
Office IT & facilitiesCRMRecruiting & transitions
38
BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL added office(s): 0 -> 1 additional locations. IAPD ↗fund
$426.5M RAUM · 5 reps · 202 437 5214 · bluelikeanorangecapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
ALTA FOX CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$821.4M RAUM · 5 reps · 817-350-4230
Office IT & facilitiesCRMRecruiting & transitions
38
PROEM ADVISORS LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$474.1M RAUM · 4 reps · 214-706-9344 · proemasset.com
Office IT & facilitiesCRMRecruiting & transitions
38
SHORELINE EQUITY PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$815.2M RAUM · 18 reps · 904-222-6540
Office IT & facilitiesCRMRecruiting & transitions
38
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC added office(s): 5 -> 7 additional locations. IAPD ↗fund
$565.9M RAUM · 6 reps · 650-444-5874 · realicap.com
Office IT & facilitiesCRMRecruiting & transitions
38
XEBEC ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$484.5M RAUM · 18 reps · (469) 687-3184 · xebeclogisticstrust.com
Office IT & facilitiesCRMRecruiting & transitions
38
ELEQUIN CAPITAL, LP added office(s): 1 -> 2 additional locations. IAPD ↗fund
$520.2M RAUM · 12 reps · 929.226.2115 · elequincapital.com
Office IT & facilitiesCRMRecruiting & transitions
38
GAP ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$287.0M RAUM · 13 reps · 574-485-2146 · graham-allen.com
Office IT & facilitiesCRMRecruiting & transitions
38
FVLCRUM PARTNERS, LLC added office(s): 0 -> 2 additional locations. IAPD ↗fund
$328.8M RAUM · 11 reps · 202-960-1170
Office IT & facilitiesCRMRecruiting & transitions
38
CONTRARY LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$480.5M RAUM · 5 reps · 862-354-0870
Office IT & facilitiesCRMRecruiting & transitions
38
ARDAN EQUITY PARTNERS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$441.4M RAUM · 6 reps · 917-304-7294
Office IT & facilitiesCRMRecruiting & transitions
38
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC added office(s): 26 -> 28 additional locations. IAPD ↗fund
$911.7M RAUM · 1096 reps · 212-417-7000 · brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
38
HURRICANE CAPITAL ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$602.5M RAUM · 4 reps · 212-702-7101 · hurricanecapital.io
Office IT & facilitiesCRMRecruiting & transitions
38
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$549.9M RAUM · 6 reps · 212-572-6469 · terramontinfra.com
Office IT & facilitiesCRMRecruiting & transitions
38
AMERICAN TRIPLE I, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$832.2M RAUM · 8 reps · (917) 512-6599 · atipartners.com
Office IT & facilitiesCRMRecruiting & transitions
38
MERCATOR PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$297.6M RAUM · 4 reps · 347-753-2779
Office IT & facilitiesCRMRecruiting & transitions
38
FACTORIAL FUNDS MANAGEMENT LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$967.0M RAUM · 3 reps · 209-265-8990 · factorialfunds.com
Office IT & facilitiesCRMRecruiting & transitions
38
ALIGNMENT GROWTH added office(s): 0 -> 1 additional locations. IAPD ↗fund
$593.2M RAUM · 9 reps · (917) 848-3552 · alignmentgrowth.com
Office IT & facilitiesCRMRecruiting & transitions
38
CORTEN REAL ESTATE MANAGEMENT LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$457.4M RAUM · 12 reps · 215-454-7381
Office IT & facilitiesCRMRecruiting & transitions
38
COASTAL INVESTMENT COMPANY, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$262.9M RAUM · 9 reps · 888-411-2280 · coastalinvestmentco.com
Office IT & facilitiesCRMRecruiting & transitions
38
COMVEST CREDIT MANAGERS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$956.8M RAUM · 128 reps · (561) 727-2000 · comvest.com
Office IT & facilitiesCRMRecruiting & transitions
38
UNITY PARTNERS added office(s): 0 -> 1 additional locations. IAPD ↗fund
$367.0M RAUM · 14 reps · 314-210-9702 · unitypartnerslp.com
Office IT & facilitiesCRMRecruiting & transitions
38
AVILA REAL ESTATE CAPITAL added office(s): 2 -> 3 additional locations. IAPD ↗fund
$336.7M RAUM · 24 reps · 415-561-0600 · avilacapllc.com
Office IT & facilitiesCRMRecruiting & transitions
38
BLUE OWL STRATEGIC EQUITY ADVISORS LLC added office(s): 6 -> 8 additional locations. IAPD ↗fund
$613.9M RAUM · 250 reps · (212) 419-3000
Office IT & facilitiesCRMRecruiting & transitions
38
BANNER CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$527.2M RAUM · 5 reps · 801-290-3333 · bannercap.com
Office IT & facilitiesCRMRecruiting & transitions
38
POLEN CAPITAL CLO MANAGEMENT, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$808.4M RAUM · 28 reps · 781-283-8500
Office IT & facilitiesCRMRecruiting & transitions
38
GENERAL INNOVATION CAPITAL, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$345.0M RAUM · 6 reps · 917-816-1744
Office IT & facilitiesCRMRecruiting & transitions
38
ROSCOMMON ANALYTICS LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$880.6M RAUM · 45 reps · 212-850-8865
Office IT & facilitiesCRMRecruiting & transitions
38
ISQ OPENINFRA REGISTERED ADVISOR LLC added office(s): 7 -> 8 additional locations. IAPD ↗fund
$348.1M RAUM · 113 reps · 786-693-5781
Office IT & facilitiesCRMRecruiting & transitions
38
ELDRIDGE GP1 ADVISERS added office(s): 3 -> 9 additional locations. IAPD ↗fund
$510.0M RAUM · 110 reps · (212) 895-2000 · eldridge.com
Office IT & facilitiesCRMRecruiting & transitions
38
RITHM CAPITAL ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$825.7M RAUM · 21 reps · 212 850 7770 · rithmcap.com
Office IT & facilitiesCRMRecruiting & transitions
38
TAP ROOT CAPITAL MANAGEMENT LP added office(s): 0 -> 2 additional locations. IAPD ↗fund
$297.3M RAUM · 8 reps · (908) 292-0050 · taprootcap.com
Office IT & facilitiesCRMRecruiting & transitions
35
OPPENHEIMERFUNDS INC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$827,684 RAUM · 4 reps · 404-892-0896
Office IT & facilitiesCRMRecruiting & transitions
35
GLOBAL ENVIRONMENT FUND added office(s): 1 -> 3 additional locations. IAPD ↗fund
$116.0M RAUM · 2 reps · 571-331-0374 · globalenvironmentfund.com
Office IT & facilitiesCRMRecruiting & transitions
35
ABRY PARTNERS, LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$69.3M RAUM · 3 reps · 617-859-2959 · abry.com
Office IT & facilitiesCRMRecruiting & transitions
35
ACCORD EQUITY ADVISORS LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$189.4M RAUM · 5 reps · (628) 218-7984 · accord-group.net
Office IT & facilitiesCRMRecruiting & transitions
35
RCLCO FUND ADVISORS, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$0 RAUM · 38 reps · 310-817-6474 · rclco.com
Office IT & facilitiesCRMRecruiting & transitions
35
GOLDEN EAGLE STRATEGIES, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$50.5M RAUM · 3 reps · 561-510-6606
Office IT & facilitiesCRMRecruiting & transitions
35
RAND ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$139.0M RAUM · 1 reps · 214-908-8130 · randadvisors.com
Office IT & facilitiesCRMRecruiting & transitions
35
LOTUSGROUP CAPITAL added office(s): 1 -> 2 additional locations. IAPD ↗fund
$156.7M RAUM · 3 reps · 720-593-9861
Office IT & facilitiesCRMRecruiting & transitions
35
RAND CAPITAL MANAGEMENT added office(s): 1 -> 2 additional locations. IAPD ↗fund
$136.7M RAUM · 6 reps · 617-880-7494 · randcapital.com
Office IT & facilitiesCRMRecruiting & transitions
35
CATALYST INTERNATIONAL ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$58.0M RAUM · 8 reps · 6467578387 · catalystucits.com
Office IT & facilitiesCRMRecruiting & transitions
35
CAPRICE CAPITAL PARTNERS, LLC added office(s): 3 -> 4 additional locations. IAPD ↗fund
$123.2M RAUM · 3 reps · 310-893-5070 · capricecapital.com
Office IT & facilitiesCRMRecruiting & transitions
35
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC added office(s): 2 -> 3 additional locations. IAPD ↗fund
$218.3M RAUM · 4 reps · 612-303-6000 · pipersandler.com
Office IT & facilitiesCRMRecruiting & transitions
35
BLUE DOOR ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$154.3M RAUM · 3 reps · 203-826-2240
Office IT & facilitiesCRMRecruiting & transitions
35
VIZCAYA CAPITAL PARTNERS LLC added office(s): 1 -> 2 additional locations. IAPD ↗fund
$172.5M RAUM · 2 reps · 305-602-5725
Office IT & facilitiesCRMRecruiting & transitions
35
TYR CAPITAL ADVISORS, LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$245.0M RAUM · 9 reps · 9135745800 · overlandcapitalpartners.com
Office IT & facilitiesCRMRecruiting & transitions
35
CALAMOS PRIVATE EQUITY LLC added office(s): 0 -> 1 additional locations. IAPD ↗fund
$0 RAUM · 0 reps · 630-245-7200
Office IT & facilitiesCRMRecruiting & transitions
35
ELDRIDGE SME ADVISERS added office(s): 3 -> 9 additional locations. IAPD ↗fund
$200.9M RAUM · 110 reps · (212) 895-2000 · eldridge.com
Office IT & facilitiesCRMRecruiting & transitions
25
DWS INTERNATIONAL GMBH added office(s): 7 -> 8 additional locations. IAPD ↗foreign
$228.87B RAUM · 80 reps · 49 69 910 12371
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKROCK INTERNATIONAL LIMITED added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$30.78B RAUM · 58 reps · 44 131 4727200
Office IT & facilitiesCRMRecruiting & transitions
25
W1M WEALTH MANAGEMENT LIMITED added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$24.85B RAUM · 99 reps · +4402046172000
Office IT & facilitiesCRMRecruiting & transitions
25
T.ROWE PRICE HONG KONG LIMITED added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$42.34B RAUM · 59 reps · 852-2536-7800
Office IT & facilitiesCRMRecruiting & transitions
25
CHENAVARI INVESTMENT MANAGERS added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$5.79B RAUM · 17 reps · +44 20 7259 3600 · chenavari.com
Office IT & facilitiesCRMRecruiting & transitions
25
ALPINVEST PARTNERS B.V. added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$39.88B RAUM · 127 reps · 31-20-540-7575
Office IT & facilitiesCRMRecruiting & transitions
25
BASALT INFRASTRUCTURE PARTNERS LLP added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$9.62B RAUM · 18 reps · +44 207 7663340 · basaltinfra.com
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$2.43B RAUM · 13 reps · 41 44 297 7373
Office IT & facilitiesCRMRecruiting & transitions
25
NEUBERGER BERMAN EUROPE LIMITED added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$97.98B RAUM · 79 reps · +44 203-214-9000
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKROCK (SINGAPORE) LIMITED added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$70.33B RAUM · 109 reps · 65 6411 3000 · line.naver.jp
Office IT & facilitiesCRMRecruiting & transitions
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$2.16B RAUM · 46 reps · +86-21-23155941 · fosuncapital.com
Office IT & facilitiesCRMRecruiting & transitions
25
GRATICULE ASIA MACRO ADVISORS LLC added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com
Office IT & facilitiesCRMRecruiting & transitions
25
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. added office(s): 27 -> 31 additional locations. IAPD ↗foreign
$73.82B RAUM · 1402 reps · 416-363-9491 · brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
25
KEYRIDGE ASSET MANAGEMENT LIMITED added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$162.89B RAUM · 41 reps · 00 353 1 704 2000 · ilim.com
Office IT & facilitiesCRMRecruiting & transitions
25
AXIOM ALTERNATIVE INVESTMENTS added office(s): 1 -> 3 additional locations. IAPD ↗foreign
$4.73B RAUM · 6 reps · +330144694390 · axiom-ai.com
Office IT & facilitiesCRMRecruiting & transitions
25
PEARL DIVER CAPITAL LLP added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$2.82B RAUM · 12 reps · +44(0)20 3967 8032 · pearldivercapital.com
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKSTONE IRELAND LIMITED added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$15.19B RAUM · 408 reps · 353 1 436 0100 · apple.co
Office IT & facilitiesCRMRecruiting & transitions
25
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$2.54B RAUM · 408 reps · 353 1 436 0100 · blackstone.podbean.com
Office IT & facilitiesCRMRecruiting & transitions
25
NORTH OF SOUTH CAPITAL LLP added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$6.70B RAUM · 8 reps · + 44 207 152 6061 · northofsouth.com
Office IT & facilitiesCRMRecruiting & transitions
25
SAGARD HOLDINGS MANAGER LP added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$8.61B RAUM · 65 reps · 416-607-2250 · sagard.com
Office IT & facilitiesCRMRecruiting & transitions
25
BROOKFIELD RENEWABLE ENERGY GROUP LLC added office(s): 33 -> 35 additional locations. IAPD ↗foreign
$99.12B RAUM · 1072 reps · 416-363-9491 · brookfield.com
Office IT & facilitiesCRMRecruiting & transitions
25
TANGENCY CAPITAL INVESTMENT ADVISORY LTD. added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$3.45B RAUM · 2 reps · 4412958478
Office IT & facilitiesCRMRecruiting & transitions
25
TAULA CAPITAL MANAGEMENT (US) LLC added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$210.93B RAUM · 13 reps · 44-20-4570-2067 · taulacapital.com
Office IT & facilitiesCRMRecruiting & transitions
23
FIRST TRUST GLOBAL PORTFOLIOS LTD. added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$338.8M RAUM · 6 reps · +44 203 195 7121 · ftglobalportfolios.com
Office IT & facilitiesCRMRecruiting & transitions
23
HEITMAN INTERNATIONAL HK LIMITED added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$264.6M RAUM · 27 reps · 852 3976 6800
Office IT & facilitiesCRMRecruiting & transitions
20
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS added office(s): 1 -> 3 additional locations. IAPD ↗foreign
$195.8M RAUM · 5 reps · 44 020 3787 9250
Office IT & facilitiesCRMRecruiting & transitions
20
RICHARDSON WEALTH (USA) LIMITED added office(s): 0 -> 12 additional locations. IAPD ↗foreign
$243.9M RAUM · 74 reps · 1-855-204-7467 · usa.richardsonwealth.com
Office IT & facilitiesCRMRecruiting & transitions
20
MCA CROSS BORDER ADVISORS INC. added office(s): 11 -> 12 additional locations. IAPD ↗foreign
$31.1M RAUM · 2 reps · 514-940-8066
Office IT & facilitiesCRMRecruiting & transitions
20
IA PRIVATE WEALTH (USA) INC. added office(s): 54 -> 60 additional locations. IAPD ↗foreign
$135.1M RAUM · 122 reps · 1-855-999-2081 · iaprivatewealthusa.com
Office IT & facilitiesCRMRecruiting & transitions
20
MCA CROSS BORDER CAPITAL INC. added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$64.6M RAUM · 1 reps · 1-877-839-7111
Office IT & facilitiesCRMRecruiting & transitions
20
LAKPA LLC added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$0 RAUM · 2 reps · 56 9 6209 7457
Office IT & facilitiesCRMRecruiting & transitions
headcount down — 745 Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
55
OPPENHEIMER & CO. INC. shrank from 1295 to 1219 advisory reps. IAPD ↗
$36.71B RAUM · 1219 reps · 212-668-8000 · oppenheimer.com
Recruiting & transitionsM&A & valuation
55
EDWARD JONES shrank from 22226 to 20304 advisory reps. IAPD ↗
$1013.61B RAUM · 20304 reps · 314-515-2000
Recruiting & transitionsM&A & valuation
55
GOLDMAN SACHS & CO. LLC shrank from 2318 to 1765 advisory reps. IAPD ↗
$133.64B RAUM · 1765 reps · 212-902-1000
Recruiting & transitionsM&A & valuation
55
LINCOLN INVESTMENT shrank from 894 to 874 advisory reps. IAPD ↗
$21.99B RAUM · 874 reps · 215-887-8111
Recruiting & transitionsM&A & valuation
55
WILSHIRE shrank from 96 to 86 advisory reps. IAPD ↗
$149.10B RAUM · 86 reps · 310-451-3051
Recruiting & transitionsM&A & valuation
55
CITIGROUP GLOBAL MARKETS INC. shrank from 4267 to 4078 advisory reps. IAPD ↗
$56.01B RAUM · 4078 reps · 212-816-6000 · citi.com
Recruiting & transitionsM&A & valuation
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED shrank from 25753 to 25721 advisory reps. IAPD ↗
$1781.57B RAUM · 25721 reps · 800-637-7455 · merrilledge.com
Recruiting & transitionsM&A & valuation
55
INDEPENDENT FINANCIAL GROUP, LLC shrank from 484 to 476 advisory reps. IAPD ↗
$12.93B RAUM · 476 reps · 858-436-3180 · ifgsd.com
Recruiting & transitionsM&A & valuation
55
NORTHERN TRUST SECURITIES, INC shrank from 62 to 41 advisory reps. IAPD ↗
$1.66B RAUM · 41 reps · 312-630-6000 · northerntrust.com
Recruiting & transitionsM&A & valuation
55
COMMONWEALTH FINANCIAL NETWORK shrank from 3150 to 2650 advisory reps. IAPD ↗
$212.66B RAUM · 2650 reps · 781-736-0700 · giphy.com
Recruiting & transitionsM&A & valuation
55
UBS FINANCIAL SERVICES INC. shrank from 9944 to 9149 advisory reps. IAPD ↗
$915.79B RAUM · 9149 reps · 201-352-3000
Recruiting & transitionsM&A & valuation
55
PLANMEMBER SECURITIES CORPORATION shrank from 432 to 425 advisory reps. IAPD ↗
$10.12B RAUM · 425 reps · 805-684-1199 · planmember.com
Recruiting & transitionsM&A & valuation
55
MONEY CONCEPTS ADVISORY SERVICE shrank from 431 to 375 advisory reps. IAPD ↗
$4.07B RAUM · 375 reps · 561-472-2000 · moneyconcepts.com
Recruiting & transitionsM&A & valuation
55
TRANSAMERICA FINANCIAL ADVISORS, LLC shrank from 1054 to 991 advisory reps. IAPD ↗
$2.11B RAUM · 991 reps · 770-248-3271
Recruiting & transitionsM&A & valuation
55
ASHTON THOMAS SECURITIES, LLC shrank from 48 to 26 advisory reps. IAPD ↗
$1.86B RAUM · 26 reps · 800-323-3746 · ashtonthomaspw.com
Recruiting & transitionsM&A & valuation
55
WELLS FARGO ADVISORS shrank from 8410 to 7957 advisory reps. IAPD ↗
$671.42B RAUM · 7957 reps · 314-875-3000 · wellsfargoadvisors.com
Recruiting & transitionsM&A & valuation
55
ADVICE AND PLANNING SERVICES shrank from 1041 to 1020 advisory reps. IAPD ↗
$37.93B RAUM · 1020 reps · 212-490-9000
Recruiting & transitionsM&A & valuation
55
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC shrank from 97 to 81 advisory reps. IAPD ↗
$14.43B RAUM · 81 reps · 612-376-4777 · claconnect.com
Recruiting & transitionsM&A & valuation
55
ARVEST WEALTH MANAGEMENT shrank from 216 to 173 advisory reps. IAPD ↗
$3.44B RAUM · 173 reps · 888-916-2121 · share.arvest.com
Recruiting & transitionsM&A & valuation
55
M HOLDINGS SECURITIES, INC. shrank from 222 to 171 advisory reps. IAPD ↗
$3.21B RAUM · 171 reps · 800-656-6960 · mfin.com
Recruiting & transitionsM&A & valuation
55
NATIONS FINANCIAL GROUP, INC. shrank from 87 to 81 advisory reps. IAPD ↗
$4.77B RAUM · 81 reps · 319-393-9541 · nationsfg.com
Recruiting & transitionsM&A & valuation
55
GOELZER INVESTMENT MANAGEMENT shrank from 28 to 22 advisory reps. IAPD ↗
$4.51B RAUM · 22 reps · 317-264-2600
Recruiting & transitionsM&A & valuation
55
ADVISORS ASSET MANAGEMENT, INC. shrank from 51 to 42 advisory reps. IAPD ↗
$2.21B RAUM · 42 reps · 719-488-9956 · aamlive.com
Recruiting & transitionsM&A & valuation
55
WCM INVESTMENT MANAGEMENT shrank from 49 to 44 advisory reps. IAPD ↗
$96.77B RAUM · 44 reps · 949-380-0200
Recruiting & transitionsM&A & valuation
55
EATON VANCE MANAGEMENT shrank from 189 to 160 advisory reps. IAPD ↗
$97.02B RAUM · 160 reps · 617-482-8260
Recruiting & transitionsM&A & valuation
55
CAMBRIDGE ASSOCIATES, LLC shrank from 437 to 424 advisory reps. IAPD ↗
$326.70B RAUM · 424 reps · 617-457-7500
Recruiting & transitionsM&A & valuation
55
ALLSPRING GLOBAL INVESTMENTS, LLC shrank from 325 to 301 advisory reps. IAPD ↗
$475.78B RAUM · 301 reps · 1-833-568-4255
Recruiting & transitionsM&A & valuation
55
INVESCO ADVISERS, INC. shrank from 787 to 713 advisory reps. IAPD ↗
$749.52B RAUM · 713 reps · 404-892-0896 · invesco.com
Recruiting & transitionsM&A & valuation
55
OPPENHEIMER ASSET MANAGEMENT shrank from 134 to 129 advisory reps. IAPD ↗
$21.33B RAUM · 129 reps · 212-668-8000 · oppenheimer.com
Recruiting & transitionsM&A & valuation
55
TOCQUEVILLE ASSET MANAGEMENT LP shrank from 41 to 35 advisory reps. IAPD ↗
$10.24B RAUM · 35 reps · 212-698-0800
Recruiting & transitionsM&A & valuation
55
TCW ASSET MANAGEMENT COMPANY LLC shrank from 153 to 145 advisory reps. IAPD ↗
$81.18B RAUM · 145 reps · 213-244-0000 · tcw.com
Recruiting & transitionsM&A & valuation
55
MELLON INVESTMENTS CORPORATION shrank from 67 to 61 advisory reps. IAPD ↗
$873.87B RAUM · 61 reps · 617-248-3682
Recruiting & transitionsM&A & valuation
55
MANNING & NAPIER ADVISORS, LLC shrank from 184 to 159 advisory reps. IAPD ↗
$17.03B RAUM · 159 reps · 585-325-6880
Recruiting & transitionsM&A & valuation
55
FIRST FOUNDATION ADVISORS shrank from 33 to 25 advisory reps. IAPD ↗
$5.06B RAUM · 25 reps · 949-476-0300 · ff-inc.com
Recruiting & transitionsM&A & valuation
55
WASATCH ADVISORS LP shrank from 48 to 41 advisory reps. IAPD ↗
$23.35B RAUM · 41 reps · 801-533-0777 · wasatchglobal.com
Recruiting & transitionsM&A & valuation
55
POLEN CAPITAL MANAGEMENT, LLC shrank from 43 to 22 advisory reps. IAPD ↗
$24.06B RAUM · 22 reps · 1-561-241-2425
Recruiting & transitionsM&A & valuation
55
AVANTAX PLANNING PARTNERS, INC. shrank from 254 to 200 advisory reps. IAPD ↗
$7.57B RAUM · 200 reps · 563-582-2855 · avantax.com
Recruiting & transitionsM&A & valuation
55
COHEN & STEERS CAPITAL MANAGEMENT INC. shrank from 66 to 60 advisory reps. IAPD ↗
$85.67B RAUM · 60 reps · (212) 832-3232
Recruiting & transitionsM&A & valuation
55
BROWN ADVISORY shrank from 21 to 16 advisory reps. IAPD ↗
$7.57B RAUM · 16 reps · 757-625-7670
Recruiting & transitionsM&A & valuation
55
DIMENSIONAL FUND ADVISORS LP shrank from 372 to 367 advisory reps. IAPD ↗
$1020.36B RAUM · 367 reps · 512-306-7400 · dimensional.com
Recruiting & transitionsM&A & valuation
55
VOYA INVESTMENT MANAGEMENT CO. LLC shrank from 326 to 317 advisory reps. IAPD ↗
$274.95B RAUM · 317 reps · 212-309-8200
Recruiting & transitionsM&A & valuation
55
TCW INVESTMENT MANAGEMENT COMPANY LLC shrank from 126 to 114 advisory reps. IAPD ↗
$38.82B RAUM · 114 reps · 213-244-0000
Recruiting & transitionsM&A & valuation
55
FRED ALGER MANAGEMENT, LLC shrank from 50 to 40 advisory reps. IAPD ↗
$26.14B RAUM · 40 reps · 212-806-8800
Recruiting & transitionsM&A & valuation
55
ALTA CAPITAL MANAGEMENT LLC shrank from 18 to 12 advisory reps. IAPD ↗
$1.60B RAUM · 12 reps · 801-274-6010
Recruiting & transitionsM&A & valuation
55
NATIXIS ADVISORS, LLC shrank from 70 to 48 advisory reps. IAPD ↗
$108.65B RAUM · 48 reps · 617-449-2802
Recruiting & transitionsM&A & valuation
55
WILMINGTON TRUST INVESTMENT ADVISORS, INC. shrank from 126 to 74 advisory reps. IAPD ↗
$17.83B RAUM · 74 reps · 646-531-7248
Recruiting & transitionsM&A & valuation
55
FORT WASHINGTON INVESTMENT ADVISORS INC shrank from 87 to 72 advisory reps. IAPD ↗
$93.47B RAUM · 72 reps · 513-361-7600 · ohiocapitalfund.com
Recruiting & transitionsM&A & valuation
55
EUBEL BRADY & SUTTMAN shrank from 36 to 23 advisory reps. IAPD ↗
$2.07B RAUM · 23 reps · 937-291-1223
Recruiting & transitionsM&A & valuation
55
AXIA ADVISORY shrank from 6 to 4 advisory reps. IAPD ↗
$1.88B RAUM · 4 reps · 317-630-2800 · axiaadvisory.com
Recruiting & transitionsM&A & valuation
55
MACKAY SHIELDS LLC shrank from 79 to 73 advisory reps. IAPD ↗
$159.52B RAUM · 73 reps · 212-758-5400 · nylim.com
Recruiting & transitionsM&A & valuation
55
ORION PORTFOLIO SOLUTIONS, LLC shrank from 73 to 47 advisory reps. IAPD ↗
$64.84B RAUM · 47 reps · 859-426-2000 · destinationsfunds.com
Recruiting & transitionsM&A & valuation
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC shrank from 113 to 52 advisory reps. IAPD ↗
$87.82B RAUM · 52 reps · 312-696-6000
Recruiting & transitionsM&A & valuation
55
SUNCOAST EQUITY MANAGEMENT, LLC shrank from 13 to 7 advisory reps. IAPD ↗
$2.11B RAUM · 7 reps · (813) 963-0502 · suncoastequity.com
Recruiting & transitionsM&A & valuation
55
BRIGHTON JONES LLC shrank from 171 to 156 advisory reps. IAPD ↗
$18.88B RAUM · 156 reps · 206-258-5000
Recruiting & transitionsM&A & valuation
55
DOLAN MCENIRY CAPITAL MANAGEMENT LLC shrank from 15 to 11 advisory reps. IAPD ↗
$13.76B RAUM · 11 reps · 312-345-4800
Recruiting & transitionsM&A & valuation
55
MISSIONSQUARE RETIREMENT shrank from 211 to 174 advisory reps. IAPD ↗
$6.31B RAUM · 174 reps · 202-962-4600
Recruiting & transitionsM&A & valuation
55
MOSS ADAMS WEALTH ADVISORS LLC shrank from 36 to 27 advisory reps. IAPD ↗
$5.77B RAUM · 27 reps · 206-302-6500
Recruiting & transitionsM&A & valuation
55
BLACKROCK INVESTMENT MANAGEMENT, LLC shrank from 450 to 444 advisory reps. IAPD ↗
$676.69B RAUM · 444 reps · 609 282 2000 · blackrock.com
Recruiting & transitionsM&A & valuation
55
CAPITAL COUNSEL LLC shrank from 9 to 6 advisory reps. IAPD ↗
$2.87B RAUM · 6 reps · 212-350-9333 · capitalcounsel.com
Recruiting & transitionsM&A & valuation
55
HAMILTON CAPITAL shrank from 50 to 45 advisory reps. IAPD ↗
$4.94B RAUM · 45 reps · 614-273-1000
Recruiting & transitionsM&A & valuation
55
ENVESTNET PORTFOLIO SOLUTIONS, INC. shrank from 187 to 178 advisory reps. IAPD ↗
$17.35B RAUM · 178 reps · 312-827-2800
Recruiting & transitionsM&A & valuation
55
WESTWOOD MANAGEMENT CORP shrank from 76 to 68 advisory reps. IAPD ↗
$12.46B RAUM · 68 reps · 214-756-6900 · westwoodgroup.com
Recruiting & transitionsM&A & valuation
55
WESTMINSTER FINANCIAL ADVISORY CORP shrank from 46 to 41 advisory reps. IAPD ↗
$1.36B RAUM · 41 reps · 937-898-5010 · westminsterfinanical.com
Recruiting & transitionsM&A & valuation
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. shrank from 263 to 250 advisory reps. IAPD ↗
$702.25B RAUM · 250 reps · 212-761-4000 · morganstanley.com
Recruiting & transitionsM&A & valuation
55
ASSET STRATEGY CONSULTANTS LLC shrank from 14 to 11 advisory reps. IAPD ↗
$5.16B RAUM · 11 reps · 410-528-8282
Recruiting & transitionsM&A & valuation
55
BRIDGEWAY CAPITAL MANAGEMENT, LLC shrank from 9 to 7 advisory reps. IAPD ↗
$4.25B RAUM · 7 reps · 713-661-3500
Recruiting & transitionsM&A & valuation
55
ENVESTNET PMC shrank from 187 to 178 advisory reps. IAPD ↗
$614.93B RAUM · 178 reps · 312-827-2800 · envestnet.com
Recruiting & transitionsM&A & valuation
55
LYNX INVESTMENT ADVISORY, LLC shrank from 9 to 0 advisory reps. IAPD ↗
$1.11B RAUM · 0 reps · 202-833-3700
Recruiting & transitionsM&A & valuation
55
IPI WEALTH MANAGEMENT, INC. shrank from 71 to 65 advisory reps. IAPD ↗
$2.66B RAUM · 65 reps · 217-425-6340 · chrishammann.com
Recruiting & transitionsM&A & valuation
55
ADVISORNET WEALTH PARTNERS shrank from 74 to 68 advisory reps. IAPD ↗
$3.15B RAUM · 68 reps · 612-347-8600 · fsaadvisors.com
Recruiting & transitionsM&A & valuation
55
SPIRE WEALTH MANAGEMENT, LLC shrank from 93 to 76 advisory reps. IAPD ↗
$4.51B RAUM · 76 reps · 703-657-6060 · ibiocapital.com
Recruiting & transitionsM&A & valuation
55
CAMBIAR INVESTORS, LLC shrank from 11 to 8 advisory reps. IAPD ↗
$2.92B RAUM · 8 reps · 888-673-9950
Recruiting & transitionsM&A & valuation
55
B. RILEY WEALTH ADVISORS, INC. shrank from 274 to 172 advisory reps. IAPD ↗
$4.21B RAUM · 172 reps · 901-251-1330 · brileywealth.com
Recruiting & transitionsM&A & valuation
55
VICUS CAPITAL, INC. shrank from 89 to 84 advisory reps. IAPD ↗
$2.99B RAUM · 84 reps · 855-558-4287 · vicuscapital.com
Recruiting & transitionsM&A & valuation
55
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC shrank from 8 to 5 advisory reps. IAPD ↗
$1.38B RAUM · 5 reps · 800-344-4038 · miracenter.com
Recruiting & transitionsM&A & valuation
55
HOWARD CAPITAL MANAGEMENT, INC. shrank from 15 to 10 advisory reps. IAPD ↗
$8.01B RAUM · 10 reps · 770-642-4902 · howardcmetfs.com
Recruiting & transitionsM&A & valuation
55
WEALTHSPIRE RETIREMENT ADVISORY shrank from 149 to 139 advisory reps. IAPD ↗
$38.61B RAUM · 139 reps · 949.460.9898 · wealthspire.com
Recruiting & transitionsM&A & valuation
55
GW&K INVESTMENT MANAGEMENT, LLC shrank from 68 to 63 advisory reps. IAPD ↗
$52.78B RAUM · 63 reps · 617-236-8900 · gwkinvest.com
Recruiting & transitionsM&A & valuation
55
NORTHEAST FINANCIAL GROUP, INC. shrank from 10 to 1 advisory reps. IAPD ↗
$1.44B RAUM · 1 reps · 570-688-9898
Recruiting & transitionsM&A & valuation
55
TORTOISE CAPITAL ADVISORS, L.L.C. shrank from 19 to 15 advisory reps. IAPD ↗
$8.93B RAUM · 15 reps · (913) 981-1020
Recruiting & transitionsM&A & valuation
55
ANCORA ADVISORS LLC shrank from 33 to 27 advisory reps. IAPD ↗
$4.61B RAUM · 27 reps · 216-825-4000
Recruiting & transitionsM&A & valuation
55
NEUBERGER BERMAN INVESTMENT ADVISERS LLC shrank from 691 to 646 advisory reps. IAPD ↗
$398.65B RAUM · 646 reps · 212-476-9000
Recruiting & transitionsM&A & valuation
55
WESTWOOD GLOBAL INVESTMENTS shrank from 21 to 14 advisory reps. IAPD ↗
$9.47B RAUM · 14 reps · 617-428-4040 · westwoodglobal.com
Recruiting & transitionsM&A & valuation
55
KELLEHER FINANCIAL ADVISORS, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$1.15B RAUM · 6 reps · 212-709-9400 · starboardadvisorsllc.com
Recruiting & transitionsM&A & valuation
55
SAGEVIEW ADVISORY GROUP, LLC shrank from 133 to 112 advisory reps. IAPD ↗
$37.50B RAUM · 112 reps · 800-814-8742
Recruiting & transitionsM&A & valuation
55
SEVEN SPRINGS WEALTH GROUP shrank from 15 to 11 advisory reps. IAPD ↗
$1.41B RAUM · 11 reps · 615-370-1253 · sevenspringswealth.com
Recruiting & transitionsM&A & valuation
55
GENERATION CAPITAL MANAGEMENT LLC shrank from 3 to 1 advisory reps. IAPD ↗
$1.15B RAUM · 1 reps · 585-232-8560
Recruiting & transitionsM&A & valuation
55
BOLTON GLOBAL ASSET MANAGEMENT shrank from 116 to 110 advisory reps. IAPD ↗
$8.28B RAUM · 110 reps · 978.779.5361 · boltoncapitalgroup.com
Recruiting & transitionsM&A & valuation
55
CSENGE ADVISORY GROUP, LLC shrank from 76 to 67 advisory reps. IAPD ↗
$3.17B RAUM · 67 reps · 727-437-6000
Recruiting & transitionsM&A & valuation
55
WELLS FARGO INVESTMENT INSTITUTE, INC. shrank from 151 to 143 advisory reps. IAPD ↗
$43.00B RAUM · 143 reps · 314-354-5814
Recruiting & transitionsM&A & valuation
55
MERCER INVESTMENTS LLC shrank from 710 to 662 advisory reps. IAPD ↗
$226.04B RAUM · 662 reps · 617-747-9500
Recruiting & transitionsM&A & valuation
55
AZIMUT INVESTMENT ADVISORS LLC shrank from 10 to 7 advisory reps. IAPD ↗
$1.00B RAUM · 7 reps · 786 866 3700
Recruiting & transitionsM&A & valuation
55
MCKINLEY CARTER WEALTH SERVICES, INC. shrank from 34 to 27 advisory reps. IAPD ↗
$2.31B RAUM · 27 reps · 304-230-2400 · mckinleycarter.com
Recruiting & transitionsM&A & valuation
55
PYA WALTMAN CAPITAL, LLC shrank from 11 to 8 advisory reps. IAPD ↗
$1.01B RAUM · 8 reps · 865-693-6301
Recruiting & transitionsM&A & valuation
55
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC shrank from 173 to 166 advisory reps. IAPD ↗
$240.66B RAUM · 166 reps · 212-739-0700
Recruiting & transitionsM&A & valuation
55
TECTONIC ADVISORS LLC shrank from 5 to 3 advisory reps. IAPD ↗
$5.14B RAUM · 3 reps · 713-250-4200
Recruiting & transitionsM&A & valuation
55
KOVACK ADVISORS, INC. shrank from 305 to 300 advisory reps. IAPD ↗
$6.28B RAUM · 300 reps · 954-782-4771 · kovackadvisors.com
Recruiting & transitionsM&A & valuation
55
NATIONWIDE INVESTMENT ADVISORS, LLC shrank from 335 to 316 advisory reps. IAPD ↗
$16.73B RAUM · 316 reps · 614-435-8371
Recruiting & transitionsM&A & valuation
55
KEATING FINANCIAL ADVISORY SERVICES shrank from 30 to 25 advisory reps. IAPD ↗
$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com
Recruiting & transitionsM&A & valuation
55
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC shrank from 72 to 46 advisory reps. IAPD ↗
$36.41B RAUM · 46 reps · 314-725-0455 · myadvisorcenter.com
Recruiting & transitionsM&A & valuation
55
CLARKSTON CAPITAL PARTNERS, LLC shrank from 16 to 12 advisory reps. IAPD ↗
$1.71B RAUM · 12 reps · 248-940-3040 · clarkstoncapital.com
Recruiting & transitionsM&A & valuation
55
SMEAD CAPITAL MANAGEMENT, INC. shrank from 16 to 10 advisory reps. IAPD ↗
$5.52B RAUM · 10 reps · 602-889-3660 · smeadcap.com
Recruiting & transitionsM&A & valuation
55
ALTERNA WEALTH MANAGEMENT, INC. shrank from 40 to 28 advisory reps. IAPD ↗
$1.40B RAUM · 28 reps · 713-885-9843 · alternawealthmanagement.com
Recruiting & transitionsM&A & valuation
55
SEACREST WEALTH MANAGEMENT, LLC shrank from 42 to 36 advisory reps. IAPD ↗
$1.53B RAUM · 36 reps · 914-502-1900 · seacrestwm.com
Recruiting & transitionsM&A & valuation
55
ARCUS CAPITAL PARTNERS, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$2.51B RAUM · 5 reps · 404-949-2111 · arcuscp.com
Recruiting & transitionsM&A & valuation
55
MERCER GLOBAL ADVISORS INC. shrank from 741 to 632 advisory reps. IAPD ↗
$84.40B RAUM · 632 reps · (888) 885-8101
Recruiting & transitionsM&A & valuation
55
CHICAGO PARTNERS INVESTMENT GROUP LLC shrank from 46 to 38 advisory reps. IAPD ↗
$7.47B RAUM · 38 reps · 312 284 6363
Recruiting & transitionsM&A & valuation
55
NORTH PIER FIDUCIARY MANAGEMENT, LLC shrank from 10 to 5 advisory reps. IAPD ↗
$1.28B RAUM · 5 reps · 800-403-7065 · npier.com
Recruiting & transitionsM&A & valuation
55
ARROWMARK COLORADO HOLDINGS, LLC shrank from 47 to 41 advisory reps. IAPD ↗
$21.02B RAUM · 41 reps · 303-398-2929 · meridianfund.com
Recruiting & transitionsM&A & valuation
55
WHITE OAK GLOBAL ADVISORS, LLC shrank from 37 to 32 advisory reps. IAPD ↗
$5.11B RAUM · 32 reps · 415-644-4100 · whiteoaksf.com
Recruiting & transitionsM&A & valuation
55
ARTISAN PARTNERS LIMITED PARTNERSHIP shrank from 121 to 114 advisory reps. IAPD ↗
$183.62B RAUM · 114 reps · 414-390-6100
Recruiting & transitionsM&A & valuation
55
EFFICIENT ADVISORS shrank from 8 to 6 advisory reps. IAPD ↗
$3.08B RAUM · 6 reps · 267-613-6250 · efficientadvisors.com
Recruiting & transitionsM&A & valuation
55
GARDE CAPITAL, INC. shrank from 11 to 8 advisory reps. IAPD ↗
$2.65B RAUM · 8 reps · 206-552-7900 · gardecapital.com
Recruiting & transitionsM&A & valuation
55
VULCAN VALUE PARTNERS LLC shrank from 16 to 12 advisory reps. IAPD ↗
$6.08B RAUM · 12 reps · 205-803-1582
Recruiting & transitionsM&A & valuation
55
DYNAMIC shrank from 73 to 65 advisory reps. IAPD ↗
$5.64B RAUM · 65 reps · (877) 257-3840 · swensonhugheswealth.com
Recruiting & transitionsM&A & valuation
55
NORTHWEST WEALTH MANAGEMENT, LLC shrank from 18 to 14 advisory reps. IAPD ↗
$1.03B RAUM · 14 reps · 877-207-0994
Recruiting & transitionsM&A & valuation
55
CREATIVEONE SECURITIES, LLC shrank from 131 to 123 advisory reps. IAPD ↗
$2.54B RAUM · 123 reps · 913-814-6097 · creativeonesecurities.com
Recruiting & transitionsM&A & valuation
55
MCGOWAN GROUP ASSET MANAGEMENT, INC. shrank from 8 to 5 advisory reps. IAPD ↗
$1.08B RAUM · 5 reps · 214-720-4400 · themcgowangroup.com
Recruiting & transitionsM&A & valuation
55
PRIVATE ADVISOR GROUP, LLC shrank from 742 to 670 advisory reps. IAPD ↗
$44.33B RAUM · 670 reps · 973-538-7010
Recruiting & transitionsM&A & valuation
55
MODERA WEALTH MANAGEMENT, LLC shrank from 113 to 106 advisory reps. IAPD ↗
$17.68B RAUM · 106 reps · (201) 768-4600 · napfa.org
Recruiting & transitionsM&A & valuation
55
SUMMIT GLOBAL INVESTMENTS, LLC shrank from 12 to 8 advisory reps. IAPD ↗
$2.29B RAUM · 8 reps · 888-251-4847 · silvx.com
Recruiting & transitionsM&A & valuation
55
RETIREMENT PLANNERS OF AMERICA shrank from 34 to 26 advisory reps. IAPD ↗
$3.59B RAUM · 26 reps · 469-246-3600 · moneymatters.net
Recruiting & transitionsM&A & valuation
55
RAINE CAPITAL LLC shrank from 115 to 106 advisory reps. IAPD ↗
$2.75B RAUM · 106 reps · 212-603-5500
Recruiting & transitionsM&A & valuation
55
NEW HOLLAND CAPITAL, LLC shrank from 24 to 17 advisory reps. IAPD ↗
$23.32B RAUM · 17 reps · 212-600-9200
Recruiting & transitionsM&A & valuation
55
CAPITAL ANALYSTS shrank from 725 to 667 advisory reps. IAPD ↗
$8.77B RAUM · 667 reps · 800-242-1421 · lincolninvestment.com
Recruiting & transitionsM&A & valuation
55
AXXCESS WEALTH MANAGEMENT, LLC shrank from 52 to 44 advisory reps. IAPD ↗
$8.88B RAUM · 44 reps · (858) 217-5347 · axxcesswealth.com
Recruiting & transitionsM&A & valuation
55
ADVISOR RESOURCE COUNCIL shrank from 81 to 70 advisory reps. IAPD ↗
$3.49B RAUM · 70 reps · (972) 421-1360
Recruiting & transitionsM&A & valuation
55
SELECT EQUITY GROUP, L.P. shrank from 95 to 83 advisory reps. IAPD ↗
$36.38B RAUM · 83 reps · (212) 475-8335 · astorplaceholdings.com
Recruiting & transitionsM&A & valuation
55
FOURSTAR WEALTH ADVISORS, LLC shrank from 45 to 37 advisory reps. IAPD ↗
$1.42B RAUM · 37 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
Recruiting & transitionsM&A & valuation
55
OSAIC ADVISORY SERVICES, LLC shrank from 389 to 344 advisory reps. IAPD ↗
$15.48B RAUM · 344 reps · 866-580-8219 · ascentfinancialgroup.com
Recruiting & transitionsM&A & valuation
55
ETF ARCHITECT shrank from 8 to 6 advisory reps. IAPD ↗
$29.74B RAUM · 6 reps · 1.215.330.4476 · etfarchitect.com
Recruiting & transitionsM&A & valuation
55
GOOD LIFE ADVISORS, LLC shrank from 100 to 88 advisory reps. IAPD ↗
$4.35B RAUM · 88 reps · 407-477-4887
Recruiting & transitionsM&A & valuation
55
SVB WEALTH shrank from 58 to 36 advisory reps. IAPD ↗
$3.10B RAUM · 36 reps · 6179124485 · firstcitizens.com
Recruiting & transitionsM&A & valuation
55
PFG ADVISORS shrank from 104 to 86 advisory reps. IAPD ↗
$3.26B RAUM · 86 reps · (800) 405-8850 · aeroinvestmentservices.com
Recruiting & transitionsM&A & valuation
55
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC shrank from 152 to 142 advisory reps. IAPD ↗
$65.60B RAUM · 142 reps · 312-236-1600
Recruiting & transitionsM&A & valuation
55
DRIVE WEALTH ADVISERS shrank from 26 to 15 advisory reps. IAPD ↗
$1.50B RAUM · 15 reps · 801-901-6150 · drivewealthadvisers.com
Recruiting & transitionsM&A & valuation
55
FIRST NATIONAL ADVISERS, LLC shrank from 28 to 20 advisory reps. IAPD ↗
$7.37B RAUM · 20 reps · (800) 538-7298 · fnbo.com
Recruiting & transitionsM&A & valuation
55
INSIGNEO ADVISORY SERVICES, LLC shrank from 188 to 178 advisory reps. IAPD ↗
$5.16B RAUM · 178 reps · 305.373.9000 · insigneo.com
Recruiting & transitionsM&A & valuation
55
PENNINGTON PARTNERS & CO., LLC shrank from 15 to 10 advisory reps. IAPD ↗
$5.09B RAUM · 10 reps · 202-370-6435 · pennington.addepar.com
Recruiting & transitionsM&A & valuation
55
STEWARD PARTNERS INVESTMENT ADVISORY, LLC shrank from 397 to 310 advisory reps. IAPD ↗
$33.52B RAUM · 310 reps · 866-694-7769 · stewardpartners.com
Recruiting & transitionsM&A & valuation
55
TRUIST ADVISORY SERVICES, INC. shrank from 2455 to 2360 advisory reps. IAPD ↗
$77.39B RAUM · 2360 reps · 800-874-4770 · truist.com
Recruiting & transitionsM&A & valuation
55
STRATOS WEALTH ADVISORS LLC shrank from 76 to 67 advisory reps. IAPD ↗
$5.57B RAUM · 67 reps · (440) 519-2500 · synergywm.net
Recruiting & transitionsM&A & valuation
55
MARINER ADVISOR NETWORK shrank from 164 to 150 advisory reps. IAPD ↗
$9.57B RAUM · 150 reps · 650-571-1934 · lighthouse-sa.com
Recruiting & transitionsM&A & valuation
55
CALVERT RESEARCH AND MANAGEMENT shrank from 229 to 57 advisory reps. IAPD ↗
$40.26B RAUM · 57 reps · 800-368-2745
Recruiting & transitionsM&A & valuation
55
ARISTOTLE ATLANTIC PARTNERS, LLC shrank from 6 to 0 advisory reps. IAPD ↗
$2.22B RAUM · 0 reps · 212-652-4150
Recruiting & transitionsM&A & valuation
55
ONE CHARLES PRIVATE WEALTH shrank from 8 to 5 advisory reps. IAPD ↗
$1.09B RAUM · 5 reps · 617-337-4208 · focusfinancialpartners.com
Recruiting & transitionsM&A & valuation
55
ARKOS GLOBAL ADVISORS, LLC shrank from 14 to 11 advisory reps. IAPD ↗
$1.15B RAUM · 11 reps · (346) 352-2360
Recruiting & transitionsM&A & valuation
55
CALIGAN PARTNERS shrank from 5 to 3 advisory reps. IAPD ↗
$1.09B RAUM · 3 reps · 646-859-8204 · caliganpartners.com
Recruiting & transitionsM&A & valuation
55
TRIVIUM POINT ADVISORY, LLC shrank from 23 to 12 advisory reps. IAPD ↗
$1.63B RAUM · 12 reps · (203) 221-3085
Recruiting & transitionsM&A & valuation
55
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS shrank from 80 to 39 advisory reps. IAPD ↗
$4.19B RAUM · 39 reps · 945-229-5873
Recruiting & transitionsM&A & valuation
55
CATALYST FINANCIAL PARTNERS shrank from 9 to 6 advisory reps. IAPD ↗
$1.72B RAUM · 6 reps · 617-239-8101
Recruiting & transitionsM&A & valuation
55
SIMPLICITY WEALTH shrank from 242 to 190 advisory reps. IAPD ↗
$4.27B RAUM · 190 reps · 844-220-8326
Recruiting & transitionsM&A & valuation
55
EVOKE ADVISORS shrank from 32 to 25 advisory reps. IAPD ↗
$17.29B RAUM · 25 reps · 424-372-1776
Recruiting & transitionsM&A & valuation
55
THRIVENT ADVISOR NETWORK, LLC shrank from 139 to 119 advisory reps. IAPD ↗
$6.84B RAUM · 119 reps · (612) 844-8444
Recruiting & transitionsM&A & valuation
55
FERMATA ADVISORS shrank from 17 to 13 advisory reps. IAPD ↗
$1.01B RAUM · 13 reps · (707) 938-7414 · richfinancial.com
Recruiting & transitionsM&A & valuation
55
ALIYA CAPITAL PARTNERS LLC shrank from 8 to 6 advisory reps. IAPD ↗
$5.18B RAUM · 6 reps · 305-831-4999
Recruiting & transitionsM&A & valuation
55
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC shrank from 25 to 16 advisory reps. IAPD ↗
$16.25B RAUM · 16 reps · 414.765.1980 · nisi.net
Recruiting & transitionsM&A & valuation
55
DUCENTA SQUARED ASSET MANAGEMENT shrank from 10 to 6 advisory reps. IAPD ↗
$3.35B RAUM · 6 reps · (213) 687-9170
Recruiting & transitionsM&A & valuation
55
APOGEM CAPITAL LLC shrank from 137 to 127 advisory reps. IAPD ↗
$43.82B RAUM · 127 reps · (212) 601-3600 · mcfllc.com
Recruiting & transitionsM&A & valuation
55
CHILDRESS CAPITAL ADVISORS, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$1.21B RAUM · 3 reps · 832-404-2104
Recruiting & transitionsM&A & valuation
55
HOWARD CAPITAL MANAGEMENT GROUP, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$2.56B RAUM · 5 reps · 310-473-9100 · focusfinancialpartners.com
Recruiting & transitionsM&A & valuation
55
AMERITAS ADVISORY SERVICES, LLC shrank from 473 to 366 advisory reps. IAPD ↗
$13.75B RAUM · 366 reps · 800-335-9858 · ameritas.com
Recruiting & transitionsM&A & valuation
55
STRIVE ASSET MANAGEMENT shrank from 10 to 3 advisory reps. IAPD ↗
$2.38B RAUM · 3 reps · 872-270-5406
Recruiting & transitionsM&A & valuation
55
TITLEIST ASSET MANAGEMENT, LLC shrank from 32 to 25 advisory reps. IAPD ↗
$2.66B RAUM · 25 reps · 210-826-2424 · mosaicfinancialadvisers.com
Recruiting & transitionsM&A & valuation
55
BLUESTEM WEALTH PARTNERS, LLC shrank from 33 to 18 advisory reps. IAPD ↗
$1.12B RAUM · 18 reps · 612-464-0372
Recruiting & transitionsM&A & valuation
55
AC WEALTH PARTNERS shrank from 5 to 3 advisory reps. IAPD ↗
$1.07B RAUM · 3 reps · 1-800-461-3205 · acwealthpartners.com
Recruiting & transitionsM&A & valuation
55
TRITONPOINT WEALTH, LLC shrank from 9 to 6 advisory reps. IAPD ↗
$1.55B RAUM · 6 reps · (301) 799-9001
Recruiting & transitionsM&A & valuation
55
OPENARC CORPORATE ADVISORY, LLC shrank from 140 to 80 advisory reps. IAPD ↗
$10.09B RAUM · 80 reps · 844-648-6001
Recruiting & transitionsM&A & valuation
55
ACTIV8 FAMILY OFFICE LLC shrank from 8 to 6 advisory reps. IAPD ↗
$1.54B RAUM · 6 reps · 978-870-0255 · activ8familyoffice.com
Recruiting & transitionsM&A & valuation
55
71 WEST CAPITAL PARTNERS shrank from 12 to 8 advisory reps. IAPD ↗
$5.51B RAUM · 8 reps · 617-885-8090 · 71westcapital.com
Recruiting & transitionsM&A & valuation
53
BRIGHTON SECURITIES CORP. shrank from 27 to 21 advisory reps. IAPD ↗
$931.0M RAUM · 21 reps · 585-473-3590 · brightonsecurities.com
Recruiting & transitionsM&A & valuation
53
LIFEMARK SECURITIES CORP. shrank from 88 to 78 advisory reps. IAPD ↗
$424.9M RAUM · 78 reps · 585-424-5672 · lifemark.com
Recruiting & transitionsM&A & valuation
53
G. A. REPPLE & COMPANY shrank from 58 to 39 advisory reps. IAPD ↗
$716.3M RAUM · 39 reps · 407-339-9090 · garepple.com
Recruiting & transitionsM&A & valuation
53
RVK, INC. shrank from 122 to 111 advisory reps. IAPD ↗
$827.9M RAUM · 111 reps · 503-221-4200
Recruiting & transitionsM&A & valuation
53
OFG FINANCIAL SERVICES, INC. shrank from 37 to 30 advisory reps. IAPD ↗
$271.0M RAUM · 30 reps · 785-233-4071 · ofgfinancial.com
Recruiting & transitionsM&A & valuation
53
USA FINANCIAL SECURITIES LLC shrank from 141 to 134 advisory reps. IAPD ↗
$296.5M RAUM · 134 reps · 888-407-8198 · usafinancial.com
Recruiting & transitionsM&A & valuation
53
FLAGSTAR ADVISORS, INC. shrank from 47 to 37 advisory reps. IAPD ↗
$784.3M RAUM · 37 reps · 646-822-1475
Recruiting & transitionsM&A & valuation
53
IRIDIAN ASSET MANAGEMENT LLC shrank from 5 to 3 advisory reps. IAPD ↗
$280.2M RAUM · 3 reps · 203-341-7800
Recruiting & transitionsM&A & valuation
53
TETON ADVISORS, LLC shrank from 4 to 1 advisory reps. IAPD ↗
$250.9M RAUM · 1 reps · 914-457-1070 · tetonadv.com
Recruiting & transitionsM&A & valuation
53
TRUST ADVISORY GROUP LTD shrank from 30 to 22 advisory reps. IAPD ↗
$313.5M RAUM · 22 reps · 800-292-2411
Recruiting & transitionsM&A & valuation
53
NORTHSTAR ASSET MANAGEMENT, INC shrank from 14 to 9 advisory reps. IAPD ↗
$805.9M RAUM · 9 reps · 617-522-2635 · northstarasset.com
Recruiting & transitionsM&A & valuation
53
THE L. WARNER COMPANIES, INC shrank from 12 to 9 advisory reps. IAPD ↗
$802.4M RAUM · 9 reps · 410-252-0808 · lwarner.com
Recruiting & transitionsM&A & valuation
53
FINANCIAL INSIGHTS WEALTH MANAGEMENT shrank from 9 to 6 advisory reps. IAPD ↗
$746.7M RAUM · 6 reps · (253) 627-6010
Recruiting & transitionsM&A & valuation
53
KEELER THOMAS MANAGEMENT LLC shrank from 9 to 7 advisory reps. IAPD ↗
$305.5M RAUM · 7 reps · 801-226-0800 · keelerthomas.com
Recruiting & transitionsM&A & valuation
53
FOCUS INVESTMENT ADVISORS, INC shrank from 6 to 4 advisory reps. IAPD ↗
$956.2M RAUM · 4 reps · 760-230-1880 · focusinvestment.com
Recruiting & transitionsM&A & valuation
53
LEELYN SMITH, LLC shrank from 20 to 14 advisory reps. IAPD ↗
$852.3M RAUM · 14 reps · 630-232-8995
Recruiting & transitionsM&A & valuation
53
CAMARDA WEALTH ADVISORY GROUP shrank from 9 to 7 advisory reps. IAPD ↗
$315.4M RAUM · 7 reps · 904-278-1177 · camardafa.com
Recruiting & transitionsM&A & valuation
53
CAPITAL IDEAS shrank from 7 to 5 advisory reps. IAPD ↗
$336.2M RAUM · 5 reps · 214-750-4400
Recruiting & transitionsM&A & valuation
53
JACOBSEN CAPITAL MANAGEMENT shrank from 4 to 2 advisory reps. IAPD ↗
$562.9M RAUM · 2 reps · 801-746-7171 · jacobsencapital.com
Recruiting & transitionsM&A & valuation
53
UWHARRIE INVESTMENT ADVISORS, INC. shrank from 15 to 12 advisory reps. IAPD ↗
$337.8M RAUM · 12 reps · 704-983-5959 · uwharrie.com
Recruiting & transitionsM&A & valuation
53
WEALTH MANAGEMENT ASSOCIATES, INC. shrank from 19 to 11 advisory reps. IAPD ↗
$717.4M RAUM · 11 reps · 856-424-2350 · wealthmanage.net
Recruiting & transitionsM&A & valuation
53
SCOTT MARSH FINANCIAL, LLC shrank from 6 to 2 advisory reps. IAPD ↗
$313.0M RAUM · 2 reps · 801-272-4677
Recruiting & transitionsM&A & valuation
53
CARMEL CAPITAL PARTNERS, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$434.3M RAUM · 5 reps · 858-457-7544
Recruiting & transitionsM&A & valuation
53
GEM ASSET MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$628.1M RAUM · 4 reps · 734-737-9108
Recruiting & transitionsM&A & valuation
53
GREY LEDGE ADVISORS, LLC shrank from 7 to 4 advisory reps. IAPD ↗
$616.0M RAUM · 4 reps · 203-453-9075
Recruiting & transitionsM&A & valuation
53
THE STRATEGIC FINANCIAL ALLIANCE shrank from 46 to 41 advisory reps. IAPD ↗
$382.0M RAUM · 41 reps · 678-954-4000 · thesfa.net
Recruiting & transitionsM&A & valuation
53
CONFIDENCE WEALTH MANAGEMENT, INC. shrank from 12 to 8 advisory reps. IAPD ↗
$454.1M RAUM · 8 reps · 310-824-1000
Recruiting & transitionsM&A & valuation
53
DIVIDEND ASSETS CAPITAL, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$540.8M RAUM · 3 reps · 843.645.9700 · dacapitalsc.com
Recruiting & transitionsM&A & valuation
53
ASHDON INVESTMENT MANAGEMENT, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$425.1M RAUM · 2 reps · (931) 461-5733 · ashdon.com
Recruiting & transitionsM&A & valuation
53
CREWCIAL PARTNERS LLC shrank from 9 to 6 advisory reps. IAPD ↗
$971.6M RAUM · 6 reps · 212-218-4900
Recruiting & transitionsM&A & valuation
53
WESTWOOD WEALTH MANAGEMENT shrank from 23 to 14 advisory reps. IAPD ↗
$749.5M RAUM · 14 reps · 2147566900
Recruiting & transitionsM&A & valuation
53
MADISON ADVISORY SERVICES, INC. shrank from 14 to 11 advisory reps. IAPD ↗
$509.7M RAUM · 11 reps · 914-328-8558 · madisonplanning.com
Recruiting & transitionsM&A & valuation
53
AVION WEALTH shrank from 10 to 8 advisory reps. IAPD ↗
$984.6M RAUM · 8 reps · 281-528-1200
Recruiting & transitionsM&A & valuation
53
INTEGRITY FINANCIAL CORPORATION shrank from 20 to 0 advisory reps. IAPD ↗
$868.1M RAUM · 0 reps · 8007944015
Recruiting & transitionsM&A & valuation
53
FREEDOM DAY SOLUTIONS, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$615.3M RAUM · 4 reps · 713-784-3878
Recruiting & transitionsM&A & valuation
53
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$400.1M RAUM · 3 reps · 386-253-1980 · kswwealthmanagement.com
Recruiting & transitionsM&A & valuation
53
HEADINVEST shrank from 8 to 6 advisory reps. IAPD ↗
$891.8M RAUM · 6 reps · 207-773-5333 · headinvest.com
Recruiting & transitionsM&A & valuation
53
ARTIFEX FINANCIAL GROUP, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$328.7M RAUM · 5 reps · 855-752-6644 · artifexfinancial.com
Recruiting & transitionsM&A & valuation
53
HARFST AND ASSOCIATES, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$783.2M RAUM · 2 reps · 307-218-5667 · harfstandassociates.com
Recruiting & transitionsM&A & valuation
53
HS MANAGEMENT PARTNERS, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$469.9M RAUM · 5 reps · 212-888-0060 · hsmanage.com
Recruiting & transitionsM&A & valuation
53
CAPE INVESTMENT ADVISORY, INC. shrank from 40 to 28 advisory reps. IAPD ↗
$473.7M RAUM · 28 reps · 678-583-1120 · blfgonline.com
Recruiting & transitionsM&A & valuation
53
LIFEINVEST WEALTH MANAGEMENT, LTD shrank from 15 to 8 advisory reps. IAPD ↗
$300.5M RAUM · 8 reps · 786-523-0500
Recruiting & transitionsM&A & valuation
53
HOEY INVESTMENTS, INC. shrank from 4 to 1 advisory reps. IAPD ↗
$788.3M RAUM · 1 reps · 610-738-4280 · hoeyinvestments.com
Recruiting & transitionsM&A & valuation
53
SANDY COVE ADVISORS, LLC shrank from 7 to 4 advisory reps. IAPD ↗
$684.9M RAUM · 4 reps · 617-622-1500 · sandycoveadvisors.com
Recruiting & transitionsM&A & valuation
53
WORTH ADVISORS shrank from 11 to 7 advisory reps. IAPD ↗
$280.7M RAUM · 7 reps · 704-731-0121 · worthadvisors.com
Recruiting & transitionsM&A & valuation
53
BLUESTONE CAPITAL MANAGEMENT, LLC shrank from 4 to 2 advisory reps. IAPD ↗
$390.1M RAUM · 2 reps · 610-337-6500 · bluestonecm.com
Recruiting & transitionsM&A & valuation
53
BLACKHAWK CAPITAL PARTNERS, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$452.0M RAUM · 6 reps · 262-242-4487
Recruiting & transitionsM&A & valuation
53
PARADIEM, LLC shrank from 8 to 5 advisory reps. IAPD ↗
$483.4M RAUM · 5 reps · 985-727-0770
Recruiting & transitionsM&A & valuation
53
RPG FAMILY WEALTH ADVISORY, LLC shrank from 13 to 9 advisory reps. IAPD ↗
$700.7M RAUM · 9 reps · (888) 285-8600
Recruiting & transitionsM&A & valuation
53
PERINI CAPITAL shrank from 5 to 2 advisory reps. IAPD ↗
$329.8M RAUM · 2 reps · 575-725-1978
Recruiting & transitionsM&A & valuation
53
SENSIBLE MONEY, LLC shrank from 11 to 8 advisory reps. IAPD ↗
$742.5M RAUM · 8 reps · 480-719-7290 · sensiblemoney.com
Recruiting & transitionsM&A & valuation
53
CRCM L.P. shrank from 7 to 4 advisory reps. IAPD ↗
$746.7M RAUM · 4 reps · 4155785700 · crcmvc.com
Recruiting & transitionsM&A & valuation
53
WEALTHSTAR ADVISORS, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$723.6M RAUM · 8 reps · 972-372-2935
Recruiting & transitionsM&A & valuation
53
FULLCIRCLE WEALTH LLC shrank from 4 to 2 advisory reps. IAPD ↗
$257.4M RAUM · 2 reps · 972-480-6200
Recruiting & transitionsM&A & valuation
53
FISCAL WISDOM WEALTH MANAGEMENT LLC shrank from 13 to 10 advisory reps. IAPD ↗
$386.0M RAUM · 10 reps · 678-202-4066 · fiscalwisdom.com
Recruiting & transitionsM&A & valuation
53
ENHANCED CAPITAL PARTNERS, LLC shrank from 15 to 12 advisory reps. IAPD ↗
$785.9M RAUM · 12 reps · 504-569-7900
Recruiting & transitionsM&A & valuation
53
WAYPOINT WEALTH COUNSEL LLC shrank from 6 to 3 advisory reps. IAPD ↗
$824.3M RAUM · 3 reps · 404-955-7481 · waypointwc.com
Recruiting & transitionsM&A & valuation
53
SAGE PRIVATE WEALTH GROUP, LLC shrank from 11 to 3 advisory reps. IAPD ↗
$440.8M RAUM · 3 reps · 630-933-0000
Recruiting & transitionsM&A & valuation
53
TUCKER ASSET MANAGEMENT LLC shrank from 79 to 69 advisory reps. IAPD ↗
$603.6M RAUM · 69 reps · 303-734-1234 · tuckeram.com
Recruiting & transitionsM&A & valuation
53
ALIGN IMPACT, LLC shrank from 19 to 11 advisory reps. IAPD ↗
$715.4M RAUM · 11 reps · 805-243-8055
Recruiting & transitionsM&A & valuation
53
GRANITE HARBOR ADVISORS, INC. shrank from 8 to 6 advisory reps. IAPD ↗
$642.1M RAUM · 6 reps · 832-461-0789
Recruiting & transitionsM&A & valuation
53
IRONWOOD WEALTH MANAGEMENT, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$607.7M RAUM · 6 reps · 480-776-5960
Recruiting & transitionsM&A & valuation
53
BLACK SWIFT GROUP, LLC shrank from 5 to 2 advisory reps. IAPD ↗
$694.1M RAUM · 2 reps · 303-955-4381 · blackswiftgroup.com
Recruiting & transitionsM&A & valuation
53
PLAN A WEALTH, LLC shrank from 8 to 6 advisory reps. IAPD ↗
$433.8M RAUM · 6 reps · 402-975-8008
Recruiting & transitionsM&A & valuation
53
STONE OAK WEALTH MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$355.6M RAUM · 4 reps · 210-339-2707
Recruiting & transitionsM&A & valuation
53
SMALLWOOD WEALTH MANAGEMENT shrank from 8 to 5 advisory reps. IAPD ↗
$339.0M RAUM · 5 reps · (732) 542-1565
Recruiting & transitionsM&A & valuation
53
WELLFULL shrank from 9 to 7 advisory reps. IAPD ↗
$866.4M RAUM · 7 reps · 267-500-1080
Recruiting & transitionsM&A & valuation
53
FINANCIAL STRATEGIES GROUP, INC shrank from 9 to 7 advisory reps. IAPD ↗
$677.4M RAUM · 7 reps · (800) 804-0420
Recruiting & transitionsM&A & valuation
53
OWLS NEST PARTNERS shrank from 5 to 3 advisory reps. IAPD ↗
$441.2M RAUM · 3 reps · (484) 352-1110
Recruiting & transitionsM&A & valuation
53
ERGAWEALTH ADVISORS, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$341.5M RAUM · 2 reps · (630) 320-2078 · ergawealth.com
Recruiting & transitionsM&A & valuation
53
ASTON CAPITAL MANAGEMENT shrank from 6 to 3 advisory reps. IAPD ↗
$711.8M RAUM · 3 reps · 305 722 5989 · astoncapital.net
Recruiting & transitionsM&A & valuation
53
WEALTH PLANNING GROUP shrank from 6 to 4 advisory reps. IAPD ↗
$360.9M RAUM · 4 reps · 410-522-2030
Recruiting & transitionsM&A & valuation
53
CUSTOS FAMILY OFFICE LLC shrank from 6 to 2 advisory reps. IAPD ↗
$346.6M RAUM · 2 reps · 303-578-7024 · custosfo.com
Recruiting & transitionsM&A & valuation
53
CARLSON FINANCIAL shrank from 14 to 10 advisory reps. IAPD ↗
$632.2M RAUM · 10 reps · (844) 227-5766
Recruiting & transitionsM&A & valuation
53
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC shrank from 14 to 6 advisory reps. IAPD ↗
$705.4M RAUM · 6 reps · 314-726-1600 · bfewealth.com
Recruiting & transitionsM&A & valuation
53
QP WEALTH MANAGEMENT, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$405.0M RAUM · 3 reps · 732-526-2701
Recruiting & transitionsM&A & valuation
53
RESOLUTE CAPITAL, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$300.8M RAUM · 8 reps · (864) 800-1831 · retiretrunorth.com
Recruiting & transitionsM&A & valuation
53
LLOYD HARBOR CAPITAL MANAGEMENT, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$354.5M RAUM · 5 reps · 631-246-0340
Recruiting & transitionsM&A & valuation
53
GREYSTONE FINANCIAL GROUP, LLC shrank from 11 to 3 advisory reps. IAPD ↗
$494.9M RAUM · 3 reps · 248-267-1270
Recruiting & transitionsM&A & valuation
53
THREE CORD TRUE WEALTH MANAGEMENT, LLC shrank from 9 to 7 advisory reps. IAPD ↗
$317.9M RAUM · 7 reps · 724-683-3456 · 3ctruewealth.com
Recruiting & transitionsM&A & valuation
53
ROBERTS WEALTH ADVISORS, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$446.0M RAUM · 4 reps · 650-240-2410 · roberts-wa.com
Recruiting & transitionsM&A & valuation
53
FOCUSED ALPHA, LLC shrank from 8 to 5 advisory reps. IAPD ↗
$663.9M RAUM · 5 reps · 303-529-5100
Recruiting & transitionsM&A & valuation
53
RETIREMENT PLANNING SOLUTIONS, LLC shrank from 11 to 8 advisory reps. IAPD ↗
$467.0M RAUM · 8 reps · 502-499-5668
Recruiting & transitionsM&A & valuation
53
BLACK TORO LLC shrank from 7 to 5 advisory reps. IAPD ↗
$345.1M RAUM · 5 reps · 786 753-7009 · blacktoro.us
Recruiting & transitionsM&A & valuation
53
TFB ADVISORS, LLC shrank from 31 to 19 advisory reps. IAPD ↗
$840.2M RAUM · 19 reps · 913-648-5526 · taxfavoredbenefits.com
Recruiting & transitionsM&A & valuation
53
BCO WEALTH MANAGEMENT, LLC shrank from 7 to 3 advisory reps. IAPD ↗
$359.8M RAUM · 3 reps · 575-887-2013 · bco-wealth.com
Recruiting & transitionsM&A & valuation
53
IDB LIDO WEALTH, LLC shrank from 14 to 9 advisory reps. IAPD ↗
$478.4M RAUM · 9 reps · 646-839-9793 · idblidowealth.com
Recruiting & transitionsM&A & valuation
53
AURELIUS FAMILY OFFICE, LLC shrank from 5 to 1 advisory reps. IAPD ↗
$315.3M RAUM · 1 reps · 603-413-6060
Recruiting & transitionsM&A & valuation
53
CHANNEL WEALTH, LLC shrank from 10 to 8 advisory reps. IAPD ↗
$850.9M RAUM · 8 reps · 805-898-0893
Recruiting & transitionsM&A & valuation
53
HARMONY POINT WEALTH ADVISORS, INC. shrank from 3 to 1 advisory reps. IAPD ↗
$263.2M RAUM · 1 reps · 888-391-7378 · harmonypointwa.com
Recruiting & transitionsM&A & valuation
53
HERITAGE FAMILY OFFICES, LLP shrank from 5 to 3 advisory reps. IAPD ↗
$423.3M RAUM · 3 reps · (602) 775-5400
Recruiting & transitionsM&A & valuation
53
LONGWALL FAMILY OFFICE shrank from 5 to 3 advisory reps. IAPD ↗
$428.2M RAUM · 3 reps · 203-209-2785
Recruiting & transitionsM&A & valuation
53
ELEVATUS WEALTH MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$513.4M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com
Recruiting & transitionsM&A & valuation
53
OUTRUNNER CAPITAL, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$498.5M RAUM · 3 reps · 512-649-3192 · outrunnercapital.com
Recruiting & transitionsM&A & valuation
53
GFG SOLUTIONS shrank from 9 to 4 advisory reps. IAPD ↗
$306.6M RAUM · 4 reps · (412) 740-7930
Recruiting & transitionsM&A & valuation
53
CAUSEY PUBLIC FINANCE shrank from 10 to 2 advisory reps. IAPD ↗
$430.9M RAUM · 2 reps · 720-669-3358 · causeypf.com
Recruiting & transitionsM&A & valuation
53
ANCHYRA PARTNERS LLC shrank from 5 to 2 advisory reps. IAPD ↗
$689.2M RAUM · 2 reps · 404-240-8799 · anchyrapartners.com
Recruiting & transitionsM&A & valuation
53
TRITONPOINT CAPITAL, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$250.2M RAUM · 1 reps · 301-799-9001
Recruiting & transitionsM&A & valuation
50
USAA INVESTMENT SERVICES COMPANY shrank from 106 to 91 advisory reps. IAPD ↗
$0 RAUM · 91 reps · 210-456-4218 · google.com
Recruiting & transitionsM&A & valuation
50
CARTER, TERRY & COMPANY, INC. shrank from 19 to 15 advisory reps. IAPD ↗
$104.0M RAUM · 15 reps · 404-364-2070 · carterterry.com
Recruiting & transitionsM&A & valuation
50
MISSIONSQUARE WEALTH MANAGEMENT shrank from 31 to 26 advisory reps. IAPD ↗
$0 RAUM · 26 reps · 800-669-7444 · missionsquarewealth.com
Recruiting & transitionsM&A & valuation
50
COKER & PALMER shrank from 10 to 7 advisory reps. IAPD ↗
$126.3M RAUM · 7 reps · 601-354-0860 · cokerpalmer.com
Recruiting & transitionsM&A & valuation
50
SECURE PLANNING shrank from 6 to 3 advisory reps. IAPD ↗
$187.0M RAUM · 3 reps · 603-433-5515
Recruiting & transitionsM&A & valuation
50
ALAN B. LANCZ & ASSOCIATES, INC. shrank from 3 to 1 advisory reps. IAPD ↗
$175.4M RAUM · 1 reps · 419-536-5200 · ablonline.com
Recruiting & transitionsM&A & valuation
50
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO shrank from 3 to 1 advisory reps. IAPD ↗
$85.9M RAUM · 1 reps · 818-242-6693 · pacificglobal.us
Recruiting & transitionsM&A & valuation
50
CFO CAPITAL MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$243.9M RAUM · 4 reps · 203-221-0202 · cruicefinancial.com
Recruiting & transitionsM&A & valuation
50
APEX CAPITAL MANAGEMENT, L.L.C. shrank from 4 to 2 advisory reps. IAPD ↗
$225.2M RAUM · 2 reps · 337-895-0800
Recruiting & transitionsM&A & valuation
50
GASAWAY INVESTMENT ADVISORS, INC. shrank from 6 to 4 advisory reps. IAPD ↗
$173.1M RAUM · 4 reps · (269) 324-0080 · gasawayinvestments.com
Recruiting & transitionsM&A & valuation
50
ST. JOHN & ASSOCIATES, INC. shrank from 4 to 2 advisory reps. IAPD ↗
$128.4M RAUM · 2 reps · 770-642-7631
Recruiting & transitionsM&A & valuation
50
COLLINS ADVISORS, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$176.4M RAUM · 1 reps · 716-833-6338 · collinsadvisorsllc.com
Recruiting & transitionsM&A & valuation
50
READ & POWELL FINANCIAL SERVICES, LLC shrank from 6 to 3 advisory reps. IAPD ↗
$159.7M RAUM · 3 reps · 775-738-4430 · readandpowell.com
Recruiting & transitionsM&A & valuation
50
HENLEY & COMPANY WEALTH MANAGEMENT LLC shrank from 5 to 3 advisory reps. IAPD ↗
$93.9M RAUM · 3 reps · 516-794-5520 · henleyandcompany.com
Recruiting & transitionsM&A & valuation
50
LANIER FINANCIAL GROUP LLC shrank from 8 to 6 advisory reps. IAPD ↗
$236.2M RAUM · 6 reps · 404-882-2628 · lanierfinancialgroup.com
Recruiting & transitionsM&A & valuation
50
STONEX INTERNATIONAL ADVISORS INC shrank from 23 to 15 advisory reps. IAPD ↗
$106.7M RAUM · 15 reps · 305-377-8008 · intercam.us
Recruiting & transitionsM&A & valuation
50
GEREMIA FINANCIAL SERVICES, LLC shrank from 2 to 0 advisory reps. IAPD ↗
$132.2M RAUM · 0 reps · 732-738-5678 · geremiafinancial.com
Recruiting & transitionsM&A & valuation
50
CHANCELLOR FINANCIAL GROUP WB LP shrank from 8 to 6 advisory reps. IAPD ↗
$249.3M RAUM · 6 reps · (570) 822-4475 · chancellorfinancialgroup.com
Recruiting & transitionsM&A & valuation
50
SIMA WEALTH PARTNERS, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$156.7M RAUM · 4 reps · 804-285-5700 · simafinancialgroup.com
Recruiting & transitionsM&A & valuation
50
ZEPHYR WEALTH MANAGEMENT shrank from 4 to 2 advisory reps. IAPD ↗
$242.8M RAUM · 2 reps · (805) 496-6810 · zephyrim.com
Recruiting & transitionsM&A & valuation
50
TRUTORO shrank from 14 to 8 advisory reps. IAPD ↗
$142.0M RAUM · 8 reps · 501-730-0303 · trutoro.com
Recruiting & transitionsM&A & valuation
50
INSIGHT INVESTMENT COUNSEL shrank from 4 to 2 advisory reps. IAPD ↗
$245.7M RAUM · 2 reps · 310-426-6322 · insightinv.com
Recruiting & transitionsM&A & valuation
50
SOUTH BAY FINANCIAL PARTNERS shrank from 5 to 2 advisory reps. IAPD ↗
$114.8M RAUM · 2 reps · 310-792-4189 · southbayfinancialpartners.com
Recruiting & transitionsM&A & valuation
50
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC shrank from 6 to 3 advisory reps. IAPD ↗
$183.1M RAUM · 3 reps · 813-443-0879
Recruiting & transitionsM&A & valuation
50
LEGACY CORNERSTONE WEALTH shrank from 7 to 1 advisory reps. IAPD ↗
$106.1M RAUM · 1 reps · 702-767-9891
Recruiting & transitionsM&A & valuation
50
ELITE INCOME ADVISORS, INC. shrank from 8 to 6 advisory reps. IAPD ↗
$213.4M RAUM · 6 reps · 443-274-3002
Recruiting & transitionsM&A & valuation
50
MOTIV8 INVESTMENTS LLC shrank from 15 to 10 advisory reps. IAPD ↗
$219.1M RAUM · 10 reps · 772-247-4488
Recruiting & transitionsM&A & valuation
50
ARISTA ADVISORY GROUP, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$143.7M RAUM · 1 reps · 518-464-0319 · aristaadv.com
Recruiting & transitionsM&A & valuation
50
ACM shrank from 2 to 0 advisory reps. IAPD ↗
$231.2M RAUM · 0 reps · 612-217-1143 · asymmetriccap.com
Recruiting & transitionsM&A & valuation
50
CANDIDE GROUP shrank from 7 to 4 advisory reps. IAPD ↗
$123.6M RAUM · 4 reps · (510) 761-8150
Recruiting & transitionsM&A & valuation
50
STRATEGIC ADVISORY SERVICES shrank from 10 to 8 advisory reps. IAPD ↗
$201.2M RAUM · 8 reps · 901-751-2025 · saswealthadvisors.com
Recruiting & transitionsM&A & valuation
50
PROCORE ADVISORS, LLC shrank from 5 to 3 advisory reps. IAPD ↗
$143.7M RAUM · 3 reps · 949-339-2990
Recruiting & transitionsM&A & valuation
50
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$207.4M RAUM · 5 reps · 609-945-1772 · wkswa.com
Recruiting & transitionsM&A & valuation
50
ORIGIN INVESTMENT ADVISORY LLC shrank from 56 to 40 advisory reps. IAPD ↗
$34.7M RAUM · 40 reps · 6172273825 · reddit.com
Recruiting & transitionsM&A & valuation
50
WAVE DIGITAL ASSETS LLC shrank from 26 to 20 advisory reps. IAPD ↗
$91.9M RAUM · 20 reps · 213-533-9899
Recruiting & transitionsM&A & valuation
50
ALGORITHMIC INVESTMENT MODELS shrank from 10 to 8 advisory reps. IAPD ↗
$87.8M RAUM · 8 reps · 888-777-0535 · algomodels.com
Recruiting & transitionsM&A & valuation
50
CARDEA CAPITAL ADVISORS, LLC shrank from 7 to 4 advisory reps. IAPD ↗
$124.2M RAUM · 4 reps · 770-977-7779
Recruiting & transitionsM&A & valuation
50
COHESION WEALTH MANAGEMENT, LLC shrank from 6 to 3 advisory reps. IAPD ↗
$171.0M RAUM · 3 reps · 303-442-3670 · cohesionwm.com
Recruiting & transitionsM&A & valuation
50
EQUILIBRIUM VENTURES, LLC shrank from 6 to 4 advisory reps. IAPD ↗
$134.2M RAUM · 4 reps · 917-352-3902
Recruiting & transitionsM&A & valuation
50
MAGNIFI shrank from 4 to 2 advisory reps. IAPD ↗
$2.1M RAUM · 2 reps · 888-807-4066 · play.google.com
Recruiting & transitionsM&A & valuation
50
GUARDIAN WEALTH PARTNERS, LLC shrank from 87 to 75 advisory reps. IAPD ↗
$191.4M RAUM · 75 reps · 800-879-6934 · parkavenuesecurities.com
Recruiting & transitionsM&A & valuation
50
MY PROSPER TEAM shrank from 6 to 2 advisory reps. IAPD ↗
$58.2M RAUM · 2 reps · 801-889-1341
Recruiting & transitionsM&A & valuation
50
ELEVATION ADVISORY PARTNERS LLC shrank from 7 to 4 advisory reps. IAPD ↗
$226.0M RAUM · 4 reps · 913-827-4588 · harrisoncapitalmanagement.com
Recruiting & transitionsM&A & valuation
50
X ADVISORS, LLC shrank from 7 to 5 advisory reps. IAPD ↗
$228.6M RAUM · 5 reps · 805-465-9232 · xadvisors.co
Recruiting & transitionsM&A & valuation
50
LUMIERE FINANCIAL shrank from 7 to 5 advisory reps. IAPD ↗
$82.7M RAUM · 5 reps · (212) 516-5900
Recruiting & transitionsM&A & valuation
50
BURNHAM & COMPANY LLC shrank from 4 to 2 advisory reps. IAPD ↗
$129.5M RAUM · 2 reps · 616-430-5105 · burnhamandco.com
Recruiting & transitionsM&A & valuation
50
TERRA WEALTH shrank from 39 to 6 advisory reps. IAPD ↗
$152.0M RAUM · 6 reps · 305-928-3772
Recruiting & transitionsM&A & valuation
50
STEP ADVISERS, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 650-241-8184 · step.com
Recruiting & transitionsM&A & valuation
50
REGENTS PARTNERS, LLC shrank from 5 to 1 advisory reps. IAPD ↗
$201.2M RAUM · 1 reps · (925) 261-8330 · regentsparkadvisors.com
Recruiting & transitionsM&A & valuation
50
RSG INVESTMENTS LLC shrank from 9 to 6 advisory reps. IAPD ↗
$140.5M RAUM · 6 reps · 9136859422
Recruiting & transitionsM&A & valuation
50
FORTHRIGHT CAPITAL shrank from 28 to 21 advisory reps. IAPD ↗
$107.7M RAUM · 21 reps · 725-712-3016 · forthrightcps.com
Recruiting & transitionsM&A & valuation
50
MASTERWORKS ADVISERS, LLC shrank from 17 to 13 advisory reps. IAPD ↗
$8.1M RAUM · 13 reps · 203-518-5172 · masterworks.com
Recruiting & transitionsM&A & valuation
50
EVERGREEN WEALTH ADVISORS shrank from 12 to 7 advisory reps. IAPD ↗
$112.5M RAUM · 7 reps · 888-884-0557 · evergreenmoney.com
Recruiting & transitionsM&A & valuation
50
FJELL CAPITAL shrank from 5 to 3 advisory reps. IAPD ↗
$187.0M RAUM · 3 reps · 701-491-7600
Recruiting & transitionsM&A & valuation
50
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC shrank from 8 to 2 advisory reps. IAPD ↗
$112.8M RAUM · 2 reps · 937-644-0351 · mccarthyandcox.com
Recruiting & transitionsM&A & valuation
50
MINDORO CAPITAL PARTNERS LLC shrank from 5 to 3 advisory reps. IAPD ↗
$226.4M RAUM · 3 reps · (617) 214-2313 · mindoro.com
Recruiting & transitionsM&A & valuation
50
HERMITAGE WEALTH shrank from 6 to 4 advisory reps. IAPD ↗
$37.5M RAUM · 4 reps · 804-270-7877
Recruiting & transitionsM&A & valuation
50
LEGEND CAPITAL shrank from 3 to 1 advisory reps. IAPD ↗
$240.2M RAUM · 1 reps · (212) 606-2326 · legendcap.com
Recruiting & transitionsM&A & valuation
50
QUANT ALPHA LLC shrank from 5 to 1 advisory reps. IAPD ↗
$417 RAUM · 1 reps · 310 696 3287 · quantalpha.net
Recruiting & transitionsM&A & valuation
50
KUBENCE shrank from 4 to 2 advisory reps. IAPD ↗
$570,000 RAUM · 2 reps · 650-308-8398 · kubence.com
Recruiting & transitionsM&A & valuation
50
818 FAMILY OFFICE, LLC shrank from 3 to 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 512-241-7341
Recruiting & transitionsM&A & valuation
45
RUSSELL INVESTMENTS shrank from 122 to 115 advisory reps. IAPD ↗institutional
$81.09B RAUM · 115 reps · 206-505-7877
Recruiting & transitionsM&A & valuation
45
VANGUARD GROUP INC shrank from 330 to 19 advisory reps. IAPD ↗institutional
$11092.67B RAUM · 19 reps · 610-669-1000
Recruiting & transitionsM&A & valuation
45
VIRTUS INVESTMENT ADVISERS, LLC shrank from 8 to 1 advisory reps. IAPD ↗institutional
$51.74B RAUM · 1 reps · 800-248-7971
Recruiting & transitionsM&A & valuation
45
CIFC INVESTMENT MANAGEMENT LLC shrank from 102 to 89 advisory reps. IAPD ↗institutional
$1.04B RAUM · 89 reps · 786-652-3250
Recruiting & transitionsM&A & valuation
45
AST INVESTMENT SERVICES, INC. shrank from 12 to 9 advisory reps. IAPD ↗institutional
$91.47B RAUM · 9 reps · 1-800-225-1852 · prudential.com
Recruiting & transitionsM&A & valuation
45
MISSIONSQUARE INVESTMENTS shrank from 80 to 47 advisory reps. IAPD ↗institutional
$52.93B RAUM · 47 reps · 202-962-4600 · vantagepointfunds.org
Recruiting & transitionsM&A & valuation
45
RESEARCH AFFILIATES shrank from 35 to 29 advisory reps. IAPD ↗institutional
$27.84B RAUM · 29 reps · 949 325 8700 · researchaffiliates.com
Recruiting & transitionsM&A & valuation
45
SVB ASSET MANAGEMENT shrank from 104 to 24 advisory reps. IAPD ↗institutional
$32.32B RAUM · 24 reps · 866-719-9117 · svb.com
Recruiting & transitionsM&A & valuation
45
PROSPECT CAPITAL MANAGEMENT L.P. shrank from 61 to 44 advisory reps. IAPD ↗institutional
$6.64B RAUM · 44 reps · 561-285-4044
Recruiting & transitionsM&A & valuation
45
DEVENIR INVESTMENT ADVISORS, LLC shrank from 5 to 3 advisory reps. IAPD ↗institutional
$12.99B RAUM · 3 reps · 952-446-7400 · devenir.com
Recruiting & transitionsM&A & valuation
45
GLOBAL X MANAGEMENT COMPANY LLC shrank from 37 to 30 advisory reps. IAPD ↗institutional
$83.02B RAUM · 30 reps · 212-644-6440 · globalxetfs.com
Recruiting & transitionsM&A & valuation
45
FIDUCIARY CONSULTING GROUP shrank from 42 to 33 advisory reps. IAPD ↗institutional
$14.73B RAUM · 33 reps · 303-333-7770
Recruiting & transitionsM&A & valuation
45
ARES CAPITAL MANAGEMENT II LLC shrank from 653 to 597 advisory reps. IAPD ↗institutional
$19.64B RAUM · 597 reps · 310-201-4100
Recruiting & transitionsM&A & valuation
45
ALLIANCE PARTNERS LLC shrank from 19 to 15 advisory reps. IAPD ↗institutional
$1.94B RAUM · 15 reps · 301-232-5400
Recruiting & transitionsM&A & valuation
45
PETIOLE USA LIMITED shrank from 5 to 3 advisory reps. IAPD ↗institutional
$1.05B RAUM · 3 reps · 646-833-2386
Recruiting & transitionsM&A & valuation
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP shrank from 122 to 114 advisory reps. IAPD ↗institutional
$34.39B RAUM · 114 reps · 212-602-7800
Recruiting & transitionsM&A & valuation
45
BLUEROCK FUND ADVISOR, LLC shrank from 14 to 11 advisory reps. IAPD ↗institutional
$3.46B RAUM · 11 reps · 212-843-1601
Recruiting & transitionsM&A & valuation
45
COMPASS GROUP MANAGEMENT LLC shrank from 15 to 7 advisory reps. IAPD ↗institutional
$3.04B RAUM · 7 reps · 203.221.1703
Recruiting & transitionsM&A & valuation
45
PNC STEEL CITY ADVISORS, LLC shrank from 15 to 12 advisory reps. IAPD ↗institutional
$2.72B RAUM · 12 reps · 312-454-2922
Recruiting & transitionsM&A & valuation
45
AMPLIFY ETFS shrank from 28 to 5 advisory reps. IAPD ↗institutional
$17.70B RAUM · 5 reps · (630) 487-2530
Recruiting & transitionsM&A & valuation
45
PARK AVENUE INSTITUTIONAL ADVISERS LLC shrank from 23 to 10 advisory reps. IAPD ↗institutional
$82.00B RAUM · 10 reps · 212-919-2517
Recruiting & transitionsM&A & valuation
45
PENCE CAPITAL MANAGEMENT, LLC shrank from 12 to 8 advisory reps. IAPD ↗institutional
$1.54B RAUM · 8 reps · 949-660-8777
Recruiting & transitionsM&A & valuation
45
MAN GLOBAL PRIVATE MARKETS (USA) INC. shrank from 16 to 5 advisory reps. IAPD ↗institutional
$1.43B RAUM · 5 reps · 980 321 7560 · man.com
Recruiting & transitionsM&A & valuation
45
FS FUND ADVISOR, LLC shrank from 6 to 3 advisory reps. IAPD ↗institutional
$1.63B RAUM · 3 reps · 215-220-6651 · fscreit.com
Recruiting & transitionsM&A & valuation
45
CAPACUITY LLC shrank from 14 to 11 advisory reps. IAPD ↗institutional
$13.87B RAUM · 11 reps · (407) 949-6889 · capacuity.com
Recruiting & transitionsM&A & valuation
45
1WS CAPITAL ADVISORS, LLC shrank from 53 to 0 advisory reps. IAPD ↗institutional
$1.14B RAUM · 0 reps · 212-957-2500 · 1wscapital.com
Recruiting & transitionsM&A & valuation
45
CHURCHILL INVESTMENT MANAGEMENT, LLC shrank from 55 to 16 advisory reps. IAPD ↗institutional
$12.14B RAUM · 16 reps · 646-517-5353
Recruiting & transitionsM&A & valuation
45
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA shrank from 82 to 55 advisory reps. IAPD ↗institutional
$59.16B RAUM · 55 reps · (617) 248-3000 · newtonim.com
Recruiting & transitionsM&A & valuation
45
OHA PRIVATE CREDIT ADVISORS LLC shrank from 124 to 113 advisory reps. IAPD ↗institutional
$3.58B RAUM · 113 reps · 212-326-1500 · oakhilladvisors.com
Recruiting & transitionsM&A & valuation
45
AIP MANAGEMENT US shrank from 4 to 2 advisory reps. IAPD ↗institutional
$2.33B RAUM · 2 reps · 1 (929) 632 8603 · aipmanagement.dk
Recruiting & transitionsM&A & valuation
45
ANTARES CAPITAL CREDIT ADVISERS LLC shrank from 261 to 240 advisory reps. IAPD ↗institutional
$6.17B RAUM · 240 reps · 312-889-9920
Recruiting & transitionsM&A & valuation
45
GE VERNOVA INVESTMENT ADVISERS, LLC shrank from 15 to 9 advisory reps. IAPD ↗institutional
$1.24B RAUM · 9 reps · +1 203-945-8566
Recruiting & transitionsM&A & valuation
45
BC PARTNERS PE L.P. shrank from 30 to 24 advisory reps. IAPD ↗institutional
$31.07B RAUM · 24 reps · 212-891-2880 · bcpartners.com
Recruiting & transitionsM&A & valuation
43
DAYBRIGHT ADVISORY SERVICES, INC. shrank from 21 to 8 advisory reps. IAPD ↗institutional
$997.4M RAUM · 8 reps · 305-671-2200 · ingham.com
Recruiting & transitionsM&A & valuation
43
CABANA ASSET MANAGEMENT shrank from 15 to 5 advisory reps. IAPD ↗institutional
$471.8M RAUM · 5 reps · 479-442-6464 · thecabanagroup.com
Recruiting & transitionsM&A & valuation
43
HORIZON TECHNOLOGY FINANCE shrank from 21 to 14 advisory reps. IAPD ↗institutional
$811.1M RAUM · 14 reps · 860-676-8654 · horizontechfinance.com
Recruiting & transitionsM&A & valuation
43
PRINCETON FUND ADVISORS, LLC shrank from 20 to 7 advisory reps. IAPD ↗institutional
$780.0M RAUM · 7 reps · 303-382-2880 · princetonfundadvisors.com
Recruiting & transitionsM&A & valuation
43
TAIBER, KOSMALA & ASSOCIATES, LLC shrank from 15 to 7 advisory reps. IAPD ↗institutional
$716.7M RAUM · 7 reps · 312-300-4781 · taiberkosmala.com
Recruiting & transitionsM&A & valuation
43
CHICAGO ATLANTIC BDC ADVISERS, LLC shrank from 5 to 0 advisory reps. IAPD ↗institutional
$342.0M RAUM · 0 reps · 312-625-9295 · lien.chicagoatlantic.com
Recruiting & transitionsM&A & valuation
43
OHA PRIVATE CREDIT ADVISORS II, L.P. shrank from 124 to 113 advisory reps. IAPD ↗institutional
$805.2M RAUM · 113 reps · 212-326-1500
Recruiting & transitionsM&A & valuation
43
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC shrank from 29 to 24 advisory reps. IAPD ↗institutional
$425.0M RAUM · 24 reps · 213-244-0000
Recruiting & transitionsM&A & valuation
43
AGRIGLOBE LAND ADVISORS, LLC shrank from 6 to 4 advisory reps. IAPD ↗institutional
$602.2M RAUM · 4 reps · 559-439-7490 · agriglobe.com
Recruiting & transitionsM&A & valuation
40
DEUTSCHE BANK SECURITIES INC. shrank from 146 to 134 advisory reps. IAPD ↗institutional
$0 RAUM · 134 reps · 212-250-2500 · dbresearch.com
Recruiting & transitionsM&A & valuation
40
RUSSELL INVESTMENTS shrank from 135 to 126 advisory reps. IAPD ↗fund
$35.03B RAUM · 126 reps · 206-505-7877 · russellinvestments.com
Recruiting & transitionsM&A & valuation
40
BOSTON MANAGEMENT AND RESEARCH shrank from 160 to 144 advisory reps. IAPD ↗fund
$154.73B RAUM · 144 reps · 617-482-8260
Recruiting & transitionsM&A & valuation
40
AON INVESTMENTS USA INC. shrank from 256 to 248 advisory reps. IAPD ↗fund
$150.99B RAUM · 248 reps · 13123817963 · aon.com
Recruiting & transitionsM&A & valuation
40
BNY MELLON INVESTMENT ADVISER, INC. shrank from 18 to 14 advisory reps. IAPD ↗fund
$419.46B RAUM · 14 reps · 2129226273 · bny.com
Recruiting & transitionsM&A & valuation
40
PGIM, INC. shrank from 1440 to 1350 advisory reps. IAPD ↗fund
$1131.64B RAUM · 1350 reps · 973-367-6335 · pgim.com
Recruiting & transitionsM&A & valuation
40
RUSSELL INVESTMENTS shrank from 122 to 115 advisory reps. IAPD ↗fund
$68.60B RAUM · 115 reps · 206-505-7877
Recruiting & transitionsM&A & valuation
40
AMERICAN CENTURY INVESTMENT MANAGEMENT INC shrank from 216 to 211 advisory reps. IAPD ↗fund
$305.98B RAUM · 211 reps · 816-531-5575
Recruiting & transitionsM&A & valuation
40
HERON VIEW PARTNERS LLC shrank from 18 to 14 advisory reps. IAPD ↗fund
$2.67B RAUM · 14 reps · 929-999-6381 · heronviewpartners.com
Recruiting & transitionsM&A & valuation
40
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC shrank from 30 to 22 advisory reps. IAPD ↗fund
$6.63B RAUM · 22 reps · 415-788-7553
Recruiting & transitionsM&A & valuation
40
ACADIAN ASSET MANAGEMENT shrank from 130 to 125 advisory reps. IAPD ↗fund
$177.46B RAUM · 125 reps · 617-850-3500 · acadian-inc.com
Recruiting & transitionsM&A & valuation
40
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC shrank from 48 to 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 646-518-8139
Recruiting & transitionsM&A & valuation
40
FARALLON CAPITAL MANAGEMENT, L.L.C. shrank from 141 to 129 advisory reps. IAPD ↗fund
$52.08B RAUM · 129 reps · 415-421-2132 · faralloncapital.com
Recruiting & transitionsM&A & valuation
40
AMERICAN REALTY ADVISORS shrank from 44 to 36 advisory reps. IAPD ↗fund
$3.24B RAUM · 36 reps · 213-233-5700 · aracapital.com
Recruiting & transitionsM&A & valuation
40
BISHOP STREET CAPITAL MANAGEMENT shrank from 4 to 2 advisory reps. IAPD ↗institutional
$166.5M RAUM · 2 reps · 808-525-6246
Recruiting & transitionsM&A & valuation
40
AEW CAPITAL MANAGEMENT LP shrank from 150 to 130 advisory reps. IAPD ↗fund
$3.02B RAUM · 130 reps · 617-261-9000
Recruiting & transitionsM&A & valuation
40
ASSET MANAGEMENT ONE USA INC. shrank from 25 to 18 advisory reps. IAPD ↗fund
$2.90B RAUM · 18 reps · 212-350-7650 · am-one-usa.com
Recruiting & transitionsM&A & valuation
40
BLACKROCK REALTY ADVISORS INC shrank from 54 to 34 advisory reps. IAPD ↗fund
$1.12B RAUM · 34 reps · 212 810 5300 · douyin.com
Recruiting & transitionsM&A & valuation
40
ICE DATA PRICING & REFERENCE DATA, LLC shrank from 225 to 215 advisory reps. IAPD ↗institutional
$0 RAUM · 215 reps · 212-656-3000
Recruiting & transitionsM&A & valuation
40
AXA INVESTMENT MANAGERS US INC shrank from 109 to 87 advisory reps. IAPD ↗fund
$79.24B RAUM · 87 reps · 203-983-4200 · axa-im-usa.com
Recruiting & transitionsM&A & valuation
40
SALIENT ADVISORS, L.P. shrank from 76 to 68 advisory reps. IAPD ↗institutional
$61.8M RAUM · 68 reps · 2147566900 · westwoodfunds.com
Recruiting & transitionsM&A & valuation
40
AEA QP ADVISERS LLC shrank from 120 to 112 advisory reps. IAPD ↗fund
$15.46B RAUM · 112 reps · 212-644-5900
Recruiting & transitionsM&A & valuation
40
MARATHON ASSET MANAGEMENT, L.P. shrank from 115 to 99 advisory reps. IAPD ↗fund
$30.48B RAUM · 99 reps · 212-500-3000
Recruiting & transitionsM&A & valuation
40
OAK HILL ADVISORS, L.P. shrank from 124 to 113 advisory reps. IAPD ↗fund
$100.72B RAUM · 113 reps · 212-326-1500
Recruiting & transitionsM&A & valuation
40
SOUND POINT LUNA LLC shrank from 40 to 35 advisory reps. IAPD ↗fund
$10.24B RAUM · 35 reps · 212-895-2280 · soundpointcap.com
Recruiting & transitionsM&A & valuation
40
RESOURCE MANAGEMENT SERVICE, LLC shrank from 18 to 13 advisory reps. IAPD ↗fund
$5.92B RAUM · 13 reps · 205-991-9516 · resourcemgt.com
Recruiting & transitionsM&A & valuation
40
RIVERSTONE INVESTMENT GROUP LLC shrank from 23 to 12 advisory reps. IAPD ↗fund
$7.24B RAUM · 12 reps · 212-993-0076 · riverstonerel.com
Recruiting & transitionsM&A & valuation
40
ARES CAPITAL MANAGEMENT LLC shrank from 477 to 411 advisory reps. IAPD ↗fund
$97.62B RAUM · 411 reps · 310-201-4100
Recruiting & transitionsM&A & valuation
40
AEA INVESTORS SBF LP shrank from 120 to 112 advisory reps. IAPD ↗fund
$3.48B RAUM · 112 reps · 212-644-5900 · aeainvestors.com
Recruiting & transitionsM&A & valuation
40
H/2 CAPITAL PARTNERS shrank from 12 to 9 advisory reps. IAPD ↗fund
$4.52B RAUM · 9 reps · 203-569-4000
Recruiting & transitionsM&A & valuation
40
MAZARS WEALTH ADVISORS shrank from 2 to 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 212-812-7000
Recruiting & transitionsM&A & valuation
40
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. shrank from 49 to 44 advisory reps. IAPD ↗fund
$1.86B RAUM · 44 reps · 212 761-7160 · morganstanley.com
Recruiting & transitionsM&A & valuation
40
ANCHORAGE CAPITAL GROUP, L.L.C. shrank from 48 to 43 advisory reps. IAPD ↗fund
$3.71B RAUM · 43 reps · 212-432-4600
Recruiting & transitionsM&A & valuation
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. shrank from 404 to 363 advisory reps. IAPD ↗fund
$2.79B RAUM · 363 reps · 212-583-5000 · blackstone.podbean.com
Recruiting & transitionsM&A & valuation
40
CYRUS CAPITAL PARTNERS, L.P. shrank from 24 to 15 advisory reps. IAPD ↗fund
$3.87B RAUM · 15 reps · 212.380.5800 · cyruscapital.com
Recruiting & transitionsM&A & valuation
40
QUADRANT REAL ESTATE ADVISORS LLC shrank from 8 to 2 advisory reps. IAPD ↗institutional
$24.9M RAUM · 2 reps · 4045582011 · quadrantrea.com
Recruiting & transitionsM&A & valuation
40
TRG MANAGEMENT LP shrank from 74 to 54 advisory reps. IAPD ↗fund
$6.72B RAUM · 54 reps · 212-984-2900 · rohatyngroup.com
Recruiting & transitionsM&A & valuation
40
GLG LLC shrank from 31 to 26 advisory reps. IAPD ↗fund
$7.04B RAUM · 26 reps · 212-649-6600 · man.com
Recruiting & transitionsM&A & valuation
40
NORTHGATE CAPITAL, L.P. shrank from 12 to 9 advisory reps. IAPD ↗fund
$2.93B RAUM · 9 reps · 925-820-9970
Recruiting & transitionsM&A & valuation
40
BLACKSTONE REAL ESTATE ADVISORS L.P. shrank from 404 to 363 advisory reps. IAPD ↗fund
$130.74B RAUM · 363 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
INSIGHT VENTURE PARTNERS shrank from 157 to 147 advisory reps. IAPD ↗fund
$92.18B RAUM · 147 reps · 212-230-9200
Recruiting & transitionsM&A & valuation
40
KOHLBERG KRAVIS ROBERTS & CO. L.P. shrank from 671 to 636 advisory reps. IAPD ↗fund
$381.60B RAUM · 636 reps · 212-750-8300 · kkr.com
Recruiting & transitionsM&A & valuation
40
PARTNERS GROUP (USA) INC. shrank from 267 to 250 advisory reps. IAPD ↗fund
$29.12B RAUM · 250 reps · 212-908-2600 · partnersgroup.com
Recruiting & transitionsM&A & valuation
40
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC shrank from 156 to 119 advisory reps. IAPD ↗fund
$48.31B RAUM · 119 reps · 617-572-0693
Recruiting & transitionsM&A & valuation
40
HGGC, LLC shrank from 45 to 39 advisory reps. IAPD ↗fund
$10.84B RAUM · 39 reps · 650-321-4910
Recruiting & transitionsM&A & valuation
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. shrank from 139 to 134 advisory reps. IAPD ↗fund
$69.79B RAUM · 134 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
VIBRANT CAPITAL PARTNERS, INC. shrank from 20 to 16 advisory reps. IAPD ↗fund
$4.28B RAUM · 16 reps · 212-488-1544 · vibrantcapitalpartners.com
Recruiting & transitionsM&A & valuation
40
TWIN TREE MANAGEMENT, LP shrank from 10 to 5 advisory reps. IAPD ↗fund
$1.46B RAUM · 5 reps · 214-979-2313
Recruiting & transitionsM&A & valuation
40
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC shrank from 265 to 248 advisory reps. IAPD ↗fund
$121.46B RAUM · 248 reps · 212-458-6082 · corebridgefinancial.com
Recruiting & transitionsM&A & valuation
40
UNISON INVESTMENT MANAGEMENT, LLC shrank from 18 to 12 advisory reps. IAPD ↗fund
$1.61B RAUM · 12 reps · (415) 992-4200
Recruiting & transitionsM&A & valuation
40
FIRST EAGLE ALTERNATIVE CREDIT, LLC shrank from 55 to 42 advisory reps. IAPD ↗fund
$12.56B RAUM · 42 reps · 617-848-2577 · firsteagle.com
Recruiting & transitionsM&A & valuation
40
CERBERUS CAPITAL MANAGEMENT, L.P. shrank from 273 to 216 advisory reps. IAPD ↗fund
$92.50B RAUM · 216 reps · 212-891-2100
Recruiting & transitionsM&A & valuation
40
TRILANTIC NORTH AMERICA shrank from 25 to 20 advisory reps. IAPD ↗fund
$5.89B RAUM · 20 reps · 212-607-8450 · trilanticpartners.com
Recruiting & transitionsM&A & valuation
40
VOLORIDGE shrank from 19 to 14 advisory reps. IAPD ↗fund
$36.17B RAUM · 14 reps · 5612315770
Recruiting & transitionsM&A & valuation
40
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP shrank from 42 to 27 advisory reps. IAPD ↗fund
$7.48B RAUM · 27 reps · 212-295-6200
Recruiting & transitionsM&A & valuation
40
EIG MANAGEMENT COMPANY, LLC shrank from 65 to 55 advisory reps. IAPD ↗fund
$22.22B RAUM · 55 reps · 202-600-3300
Recruiting & transitionsM&A & valuation
40
LUBERT-ADLER MANAGEMENT COMPANY, L.P. shrank from 29 to 12 advisory reps. IAPD ↗fund
$2.81B RAUM · 12 reps · 215-972-2200 · lubertadler.com
Recruiting & transitionsM&A & valuation
40
CHAMBERS ENERGY CAPITAL shrank from 7 to 4 advisory reps. IAPD ↗fund
$1.41B RAUM · 4 reps · 713-554-6770 · chambersenergycapital.com
Recruiting & transitionsM&A & valuation
40
VESTAR CAPITAL PARTNERS, LLC shrank from 26 to 16 advisory reps. IAPD ↗fund
$2.57B RAUM · 16 reps · 212-351-1600
Recruiting & transitionsM&A & valuation
40
HUDSON ADVISORS shrank from 127 to 112 advisory reps. IAPD ↗fund
$36.39B RAUM · 112 reps · 214-754-8400 · hudson-advisors.com
Recruiting & transitionsM&A & valuation
40
BRENTWOOD PRIVATE EQUITY, LLC shrank from 26 to 18 advisory reps. IAPD ↗fund
$3.97B RAUM · 18 reps · 310-477-6611
Recruiting & transitionsM&A & valuation
40
LONE PINE CAPITAL LLC shrank from 20 to 16 advisory reps. IAPD ↗fund
$21.62B RAUM · 16 reps · (203) 618 -1400 · lonepinecapital.com
Recruiting & transitionsM&A & valuation
40
ROCKPOINT shrank from 46 to 40 advisory reps. IAPD ↗fund
$13.04B RAUM · 40 reps · 617-437-8400 · rockpoint.com
Recruiting & transitionsM&A & valuation
40
ROCKWOOD CAPITAL, LLC shrank from 70 to 65 advisory reps. IAPD ↗fund
$10.61B RAUM · 65 reps · 212-402-8500
Recruiting & transitionsM&A & valuation
40
THOMPSON STREET CAPITAL MANAGER LLC shrank from 45 to 40 advisory reps. IAPD ↗fund
$4.57B RAUM · 40 reps · 314-727-2112 · tscp.com
Recruiting & transitionsM&A & valuation
40
LITTLEJOHN & CO., LLC shrank from 51 to 39 advisory reps. IAPD ↗fund
$8.97B RAUM · 39 reps · 203-552-3500
Recruiting & transitionsM&A & valuation
40
GTIS PARTNERS shrank from 88 to 82 advisory reps. IAPD ↗fund
$2.19B RAUM · 82 reps · 212-220-5200 · gtispartners.com
Recruiting & transitionsM&A & valuation
40
VISTA EQUITY PARTNERS MANAGEMENT, LLC shrank from 184 to 159 advisory reps. IAPD ↗fund
$106.02B RAUM · 159 reps · 415-765-6500
Recruiting & transitionsM&A & valuation
40
FIRST RESERVE shrank from 30 to 21 advisory reps. IAPD ↗fund
$6.31B RAUM · 21 reps · 203-661-6601
Recruiting & transitionsM&A & valuation
40
IRON POINT PARTNERS, LLC shrank from 13 to 10 advisory reps. IAPD ↗fund
$1.41B RAUM · 10 reps · 202-452-8400 · ironpointpartners.com
Recruiting & transitionsM&A & valuation
40
L CATTERTON shrank from 136 to 97 advisory reps. IAPD ↗fund
$30.90B RAUM · 97 reps · 203-629-4901 · lcatterton.com
Recruiting & transitionsM&A & valuation
40
DUNE REAL ESTATE PARTNERS LP shrank from 25 to 20 advisory reps. IAPD ↗fund
$1.59B RAUM · 20 reps · 212-301-8342 · drep.com
Recruiting & transitionsM&A & valuation
40
HOUSATONIC PARTNERS shrank from 14 to 11 advisory reps. IAPD ↗fund
$1.71B RAUM · 11 reps · (415) 955-9020
Recruiting & transitionsM&A & valuation
40
LBC CREDIT PARTNERS shrank from 102 to 89 advisory reps. IAPD ↗fund
$3.24B RAUM · 89 reps · 215-972-8900 · cifc.com
Recruiting & transitionsM&A & valuation
40
OMEGA FUND MANAGEMENT, LLC shrank from 11 to 8 advisory reps. IAPD ↗fund
$1.71B RAUM · 8 reps · 617-502-6530 · omegafunds.com
Recruiting & transitionsM&A & valuation
40
SIRIS CAPITAL GROUP, LLC shrank from 20 to 15 advisory reps. IAPD ↗fund
$4.81B RAUM · 15 reps · 212-231-0095 · siris.com
Recruiting & transitionsM&A & valuation
40
COLISEUM CAPITAL MANAGEMENT, LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$2.27B RAUM · 7 reps · 203-883-0100
Recruiting & transitionsM&A & valuation
40
MADISON INTERNATIONAL REALTY HOLDINGS, LLC shrank from 32 to 20 advisory reps. IAPD ↗fund
$6.31B RAUM · 20 reps · 212-688-8777
Recruiting & transitionsM&A & valuation
40
LS POWER EQUITY ADVISORS, LLC shrank from 139 to 121 advisory reps. IAPD ↗fund
$12.64B RAUM · 121 reps · 212-615-3456
Recruiting & transitionsM&A & valuation
40
SAMLYN CAPITAL, LLC shrank from 17 to 12 advisory reps. IAPD ↗fund
$9.68B RAUM · 12 reps · 212-848-0500 · samlyncapital.com
Recruiting & transitionsM&A & valuation
40
CITYVIEW MANAGEMENT SERVICES, LLC shrank from 43 to 30 advisory reps. IAPD ↗fund
$1.15B RAUM · 30 reps · 310-566-8700 · cityview.com
Recruiting & transitionsM&A & valuation
40
HELLMAN & FRIEDMAN LLC shrank from 70 to 60 advisory reps. IAPD ↗fund
$110.42B RAUM · 60 reps · (415) 788-5111
Recruiting & transitionsM&A & valuation
40
BENEFIT STREET PARTNERS L.L.C. shrank from 115 to 110 advisory reps. IAPD ↗fund
$26.56B RAUM · 110 reps · 212-588-6770
Recruiting & transitionsM&A & valuation
40
BRIDGE INVESTMENT GROUP shrank from 300 to 205 advisory reps. IAPD ↗fund
$49.30B RAUM · 205 reps · 801-716-1463 · bridgehomes.com
Recruiting & transitionsM&A & valuation
40
CIFC ASSET MANAGEMENT LLC shrank from 102 to 89 advisory reps. IAPD ↗fund
$44.58B RAUM · 89 reps · 786-652-3250
Recruiting & transitionsM&A & valuation
40
PETERSON PARTNERS shrank from 34 to 27 advisory reps. IAPD ↗fund
$2.96B RAUM · 27 reps · 801-417-0748 · petersonpartners.com
Recruiting & transitionsM&A & valuation
40
HAIDAR CAPITAL MANAGEMENT LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$13.40B RAUM · 5 reps · 212-752-5077 · haidarcapital.com
Recruiting & transitionsM&A & valuation
40
VIVO CAPITAL, LLC shrank from 39 to 32 advisory reps. IAPD ↗fund
$6.10B RAUM · 32 reps · 650-688-0818
Recruiting & transitionsM&A & valuation
40
PRIME FINANCE ADVISOR, L.P. shrank from 99 to 91 advisory reps. IAPD ↗fund
$22.22B RAUM · 91 reps · 415-986-2415 · primegrp.com
Recruiting & transitionsM&A & valuation
40
RIALTO CAPITAL MANAGEMENT, LLC shrank from 89 to 79 advisory reps. IAPD ↗fund
$21.73B RAUM · 79 reps · 305-485-2077
Recruiting & transitionsM&A & valuation
40
MATRIX CAPITAL MANAGEMENT COMPANY, LP shrank from 8 to 4 advisory reps. IAPD ↗fund
$2.32B RAUM · 4 reps · (603) 956-9151
Recruiting & transitionsM&A & valuation
40
TISHMAN SPEYER PROPERTIES, L.P. shrank from 189 to 160 advisory reps. IAPD ↗fund
$15.43B RAUM · 160 reps · 212-715-0300 · tishmanspeyer.com
Recruiting & transitionsM&A & valuation
40
CHARLESBANK CAPITAL PARTNERS, LLC shrank from 104 to 88 advisory reps. IAPD ↗fund
$21.06B RAUM · 88 reps · 617-619-5400
Recruiting & transitionsM&A & valuation
40
SANDTON CAPITAL PARTNERS, LP shrank from 20 to 16 advisory reps. IAPD ↗fund
$2.27B RAUM · 16 reps · 212-444-7200 · sandtoncapital.com
Recruiting & transitionsM&A & valuation
40
TXRE ADVISERS, LLC shrank from 43 to 32 advisory reps. IAPD ↗fund
$6.37B RAUM · 32 reps · 972-201-2841 · hillwood.pl
Recruiting & transitionsM&A & valuation
40
5AM VENTURES shrank from 26 to 18 advisory reps. IAPD ↗fund
$1.08B RAUM · 18 reps · 415-993-8570 · 5amventures.com
Recruiting & transitionsM&A & valuation
40
ANDREESSEN HOROWITZ shrank from 99 to 88 advisory reps. IAPD ↗fund
$106.48B RAUM · 88 reps · (650) 798-5800
Recruiting & transitionsM&A & valuation
40
CLAYTON, DUBILIER & RICE, LLC shrank from 157 to 151 advisory reps. IAPD ↗fund
$87.35B RAUM · 151 reps · (212) 407-5200
Recruiting & transitionsM&A & valuation
40
PALESTRA CAPITAL MANAGEMENT LLC shrank from 11 to 8 advisory reps. IAPD ↗fund
$5.44B RAUM · 8 reps · 212-291-7480
Recruiting & transitionsM&A & valuation
40
WAUD CAPITAL PARTNERS shrank from 64 to 59 advisory reps. IAPD ↗fund
$4.56B RAUM · 59 reps · 312-676-8400 · waudcapital.com
Recruiting & transitionsM&A & valuation
40
MARLIN EQUITY PARTNERS shrank from 60 to 53 advisory reps. IAPD ↗fund
$9.02B RAUM · 53 reps · 310-364-0100
Recruiting & transitionsM&A & valuation
40
H.I.G. CAPITAL, LLC shrank from 542 to 533 advisory reps. IAPD ↗fund
$72.33B RAUM · 533 reps · 305-379-2322 · hig.com
Recruiting & transitionsM&A & valuation
40
TZP MANAGEMENT ASSOCIATES, LLC shrank from 43 to 28 advisory reps. IAPD ↗fund
$2.49B RAUM · 28 reps · 212-398-0300
Recruiting & transitionsM&A & valuation
40
RESOURCE CAPITAL FUNDS shrank from 43 to 25 advisory reps. IAPD ↗fund
$1.76B RAUM · 25 reps · 720-946-1444
Recruiting & transitionsM&A & valuation
40
ZMC ADVISORS, L.P. shrank from 18 to 14 advisory reps. IAPD ↗fund
$2.58B RAUM · 14 reps · 212-223-1383 · zmclp.com
Recruiting & transitionsM&A & valuation
40
WALLEYE CAPITAL LLC shrank from 147 to 138 advisory reps. IAPD ↗fund
$52.11B RAUM · 138 reps · 952-345-5200 · walleyecapital.com
Recruiting & transitionsM&A & valuation
40
DRAGONEER INVESTMENT GROUP, LLC shrank from 27 to 22 advisory reps. IAPD ↗fund
$37.04B RAUM · 22 reps · 415-539-3105 · dragoneer.com
Recruiting & transitionsM&A & valuation
40
PLATINUM EQUITY ADVISORS, LLC shrank from 187 to 181 advisory reps. IAPD ↗fund
$47.72B RAUM · 181 reps · 310-712-1850
Recruiting & transitionsM&A & valuation
40
ATHYRIUM CAPITAL MANAGEMENT LP shrank from 14 to 11 advisory reps. IAPD ↗fund
$2.51B RAUM · 11 reps · 212-402-6925 · athyrium.com
Recruiting & transitionsM&A & valuation
40
ROOSEVELT MANAGEMENT COMPANY LLC shrank from 48 to 30 advisory reps. IAPD ↗institutional
$52.4M RAUM · 30 reps · 212-938-4800 · rooseveltmc.com
Recruiting & transitionsM&A & valuation
40
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. shrank from 161 to 155 advisory reps. IAPD ↗fund
$68.38B RAUM · 155 reps · 212-813-4900 · carlyle.com
Recruiting & transitionsM&A & valuation
40
GREYCROFT LP shrank from 24 to 17 advisory reps. IAPD ↗fund
$4.52B RAUM · 17 reps · 212-756-3508 · greycroft.com
Recruiting & transitionsM&A & valuation
40
FORESITE CAPITAL shrank from 20 to 15 advisory reps. IAPD ↗fund
$3.24B RAUM · 15 reps · 310-981-3630
Recruiting & transitionsM&A & valuation
40
BEEKMAN INVESTMENT ADVISORS shrank from 11 to 8 advisory reps. IAPD ↗fund
$1.06B RAUM · 8 reps · 646-502-3300 · lpweb-us.sannegroup.com
Recruiting & transitionsM&A & valuation
40
NEXPOINT ADVISORS, L.P. shrank from 22 to 13 advisory reps. IAPD ↗institutional
$131.2M RAUM · 13 reps · 214-276-6300
Recruiting & transitionsM&A & valuation
40
VIRTUS REAL ESTATE LLC shrank from 33 to 20 advisory reps. IAPD ↗fund
$1.14B RAUM · 20 reps · 512-891-1230 · virtusre.com
Recruiting & transitionsM&A & valuation
40
RESOURCE CAPITAL INVESTMENT CORPORATION shrank from 5 to 0 advisory reps. IAPD ↗fund
$3.71B RAUM · 0 reps · 760-444-5254 · resourcecapital.net
Recruiting & transitionsM&A & valuation
40
TRIVE CAPITAL MANAGEMENT LLC shrank from 54 to 46 advisory reps. IAPD ↗fund
$8.00B RAUM · 46 reps · 214-499-9715
Recruiting & transitionsM&A & valuation
40
BLUESPRUCE shrank from 13 to 10 advisory reps. IAPD ↗fund
$4.45B RAUM · 10 reps · 312-533-3800 · bluesprucelp.com
Recruiting & transitionsM&A & valuation
40
CRABEL CAPITAL MANAGEMENT, LLC shrank from 36 to 27 advisory reps. IAPD ↗institutional
$0 RAUM · 27 reps · 310-651-2900 · crabel.com
Recruiting & transitionsM&A & valuation
40
ONE RIVER ASSET MANAGEMENT, LLC shrank from 13 to 9 advisory reps. IAPD ↗fund
$2.39B RAUM · 9 reps · 203-489-1440 · oneriveram.com
Recruiting & transitionsM&A & valuation
40
I SQUARED CAPITAL ADVISORS (US) LLC shrank from 253 to 113 advisory reps. IAPD ↗fund
$60.09B RAUM · 113 reps · (786) 693-5700
Recruiting & transitionsM&A & valuation
40
WHITEHAVEN ASSET MANAGEMENT, LP shrank from 19 to 15 advisory reps. IAPD ↗fund
$4.18B RAUM · 15 reps · 203-951-6344 · whitehavenlp.com
Recruiting & transitionsM&A & valuation
40
GCP INVESTMENT ADVISOR, LLC shrank from 73 to 40 advisory reps. IAPD ↗fund
$3.22B RAUM · 40 reps · 312-966-3800
Recruiting & transitionsM&A & valuation
40
AVANATH CAPITAL MANAGEMENT, LLC shrank from 41 to 35 advisory reps. IAPD ↗fund
$3.75B RAUM · 35 reps · 949-269-4700 · avanath.com
Recruiting & transitionsM&A & valuation
40
SUMERU EQUITY PARTNERS shrank from 41 to 36 advisory reps. IAPD ↗fund
$3.37B RAUM · 36 reps · 650-522-3300 · sumeruequity.com
Recruiting & transitionsM&A & valuation
40
ACORE CAPITAL, LP shrank from 81 to 70 advisory reps. IAPD ↗fund
$18.27B RAUM · 70 reps · (212) 235-1280
Recruiting & transitionsM&A & valuation
40
UPFRONT VENTURES shrank from 12 to 8 advisory reps. IAPD ↗fund
$3.38B RAUM · 8 reps · 310-785-5100
Recruiting & transitionsM&A & valuation
40
BLACKSTONE PROPERTY ADVISORS L.P. shrank from 434 to 391 advisory reps. IAPD ↗fund
$77.40B RAUM · 391 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
COTA CAPITAL MANAGEMENT, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$1.17B RAUM · 8 reps · 415-689-5600
Recruiting & transitionsM&A & valuation
40
CORNELL CAPITAL shrank from 24 to 19 advisory reps. IAPD ↗fund
$5.38B RAUM · 19 reps · 212-818-8980
Recruiting & transitionsM&A & valuation
40
LUMINATE CAPITAL PARTNERS shrank from 9 to 5 advisory reps. IAPD ↗fund
$3.82B RAUM · 5 reps · 415-278-1506
Recruiting & transitionsM&A & valuation
40
GREENBACKER CAPITAL MANAGEMENT LLC shrank from 46 to 34 advisory reps. IAPD ↗fund
$3.14B RAUM · 34 reps · 646-556-6611
Recruiting & transitionsM&A & valuation
40
CRAYHILL CAPITAL MANAGEMENT LP shrank from 19 to 13 advisory reps. IAPD ↗fund
$2.44B RAUM · 13 reps · (212) 634-3250
Recruiting & transitionsM&A & valuation
40
THEOREM shrank from 5 to 3 advisory reps. IAPD ↗fund
$1.03B RAUM · 3 reps · 646-214-8587 · pagaya.com
Recruiting & transitionsM&A & valuation
40
SCHONFELD STRATEGIC ADVISORS LLC shrank from 376 to 344 advisory reps. IAPD ↗fund
$225.25B RAUM · 344 reps · 1 (646) 293-0000
Recruiting & transitionsM&A & valuation
40
ANTARES CAPITAL ADVISERS LLC shrank from 261 to 240 advisory reps. IAPD ↗fund
$47.39B RAUM · 240 reps · (312) 889-9920
Recruiting & transitionsM&A & valuation
40
ENERGY IMPACT PARTNERS LP shrank from 62 to 57 advisory reps. IAPD ↗fund
$4.86B RAUM · 57 reps · 212-899-9700 · energyimpactpartners.com
Recruiting & transitionsM&A & valuation
40
HUDSON COVE CAPITAL MANAGEMENT LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$1.21B RAUM · 7 reps · 201-685-7555 · hudsoncovecapital.com
Recruiting & transitionsM&A & valuation
40
SILVER ROCK FINANCIAL LP shrank from 22 to 16 advisory reps. IAPD ↗fund
$5.38B RAUM · 16 reps · 424-371-9753 · silver-rock.com
Recruiting & transitionsM&A & valuation
40
SYCAMORE PARTNERS shrank from 41 to 35 advisory reps. IAPD ↗fund
$14.30B RAUM · 35 reps · (212) 796-8500
Recruiting & transitionsM&A & valuation
40
BANNER OAK CAPITAL PARTNERS, LP shrank from 8 to 6 advisory reps. IAPD ↗fund
$4.46B RAUM · 6 reps · (214) 466-8860 · banneroak.com
Recruiting & transitionsM&A & valuation
40
ALPHAQUEST LLC shrank from 29 to 20 advisory reps. IAPD ↗fund
$2.21B RAUM · 20 reps · (212) 838-7222
Recruiting & transitionsM&A & valuation
40
LESTE CAPITAL PARTNERS (FLORIDA), LLC shrank from 23 to 15 advisory reps. IAPD ↗fund
$1.61B RAUM · 15 reps · 305-929-9200 · leste.com
Recruiting & transitionsM&A & valuation
40
MOTIVE CAPITAL MANAGEMENT, LLC shrank from 34 to 29 advisory reps. IAPD ↗fund
$5.42B RAUM · 29 reps · (212) 651-0200
Recruiting & transitionsM&A & valuation
40
QTRON INVESTMENTS LLC shrank from 7 to 4 advisory reps. IAPD ↗fund
$1.23B RAUM · 4 reps · 617-514-7340
Recruiting & transitionsM&A & valuation
40
HARBOR GROUP INTERNATIONAL, LLC shrank from 57 to 46 advisory reps. IAPD ↗fund
$3.79B RAUM · 46 reps · 757-640-0800
Recruiting & transitionsM&A & valuation
40
DIGITAL ALPHA ADVISORS, LLC shrank from 12 to 9 advisory reps. IAPD ↗fund
$2.39B RAUM · 9 reps · (408) 660-7014 · digitalalpha.net
Recruiting & transitionsM&A & valuation
40
BLACKROCK ALTERNATIVES MANAGEMENT, LLC shrank from 13 to 7 advisory reps. IAPD ↗fund
$18.00B RAUM · 7 reps · 212 810 5300
Recruiting & transitionsM&A & valuation
40
BXMT ADVISORS L.L.C. shrank from 139 to 134 advisory reps. IAPD ↗fund
$20.00B RAUM · 134 reps · 212-583-5000 · blackstone.podbean.com
Recruiting & transitionsM&A & valuation
40
BX REIT ADVISORS L.L.C. shrank from 421 to 378 advisory reps. IAPD ↗institutional
$0 RAUM · 378 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
40
RCP ADVISORS 2, LLC shrank from 33 to 13 advisory reps. IAPD ↗fund
$18.21B RAUM · 13 reps · 312-266-7300
Recruiting & transitionsM&A & valuation
40
BLUEROCK CREDIT FUND ADVISOR, LLC shrank from 14 to 11 advisory reps. IAPD ↗institutional
$189.1M RAUM · 11 reps · 212-843-1601
Recruiting & transitionsM&A & valuation
40
BIP CAPITAL shrank from 13 to 10 advisory reps. IAPD ↗fund
$1.29B RAUM · 10 reps · 404-410-6476
Recruiting & transitionsM&A & valuation
40
GALAXY DIGITAL CAPITAL MANAGEMENT LP shrank from 29 to 22 advisory reps. IAPD ↗fund
$1.72B RAUM · 22 reps · 212-499-0081 · am.galaxy.com
Recruiting & transitionsM&A & valuation
40
TWO SIGMA VENTURES, LP shrank from 19 to 14 advisory reps. IAPD ↗fund
$2.23B RAUM · 14 reps · (212) 625-5700 · twosigmaventures.com
Recruiting & transitionsM&A & valuation
40
NEWLIGHT PARTNERS LP shrank from 19 to 14 advisory reps. IAPD ↗fund
$1.32B RAUM · 14 reps · 212 205 2660 · newlightpartners.com
Recruiting & transitionsM&A & valuation
40
HUMAN CAPITAL shrank from 20 to 15 advisory reps. IAPD ↗fund
$4.38B RAUM · 15 reps · 415-295-2379 · human.capital
Recruiting & transitionsM&A & valuation
40
COMPASS ROSE ASSET MANAGEMENT shrank from 20 to 16 advisory reps. IAPD ↗fund
$16.50B RAUM · 16 reps · 212-888-1433 · compassroseam.com
Recruiting & transitionsM&A & valuation
40
ENERVEST INVESTMENT SERVICES, L.L.C. shrank from 13 to 9 advisory reps. IAPD ↗fund
$1.01B RAUM · 9 reps · 713-659-3500 · enervest.net
Recruiting & transitionsM&A & valuation
40
BAIN CAPITAL PARTNERSHIP STRATEGIES, LP shrank from 11 to 2 advisory reps. IAPD ↗fund
$1.65B RAUM · 2 reps · 617-516-2318
Recruiting & transitionsM&A & valuation
40
SWEETWATER PRIVATE EQUITY shrank from 14 to 11 advisory reps. IAPD ↗fund
$1.58B RAUM · 11 reps · 760-652-6353
Recruiting & transitionsM&A & valuation
40
TCG CAPITAL MANAGEMENT shrank from 23 to 17 advisory reps. IAPD ↗fund
$2.65B RAUM · 17 reps · 310-633-2900
Recruiting & transitionsM&A & valuation
40
TWINBEECH CAPITAL LP shrank from 7 to 5 advisory reps. IAPD ↗fund
$2.52B RAUM · 5 reps · 914-315-9908
Recruiting & transitionsM&A & valuation
40
ALTRUIST LLC shrank from 8 to 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 888-510-4660 · altruist.com
Recruiting & transitionsM&A & valuation
40
IRON TRIANGLE PARTNERS LP shrank from 5 to 3 advisory reps. IAPD ↗fund
$1.05B RAUM · 3 reps · 646-779-6380 · irontrianglepartners.com
Recruiting & transitionsM&A & valuation
40
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC shrank from 52 to 45 advisory reps. IAPD ↗fund
$25.71B RAUM · 45 reps · 212-257-5757 · pretium.com
Recruiting & transitionsM&A & valuation
40
BSP CLO MANAGEMENT LLC shrank from 115 to 110 advisory reps. IAPD ↗fund
$12.24B RAUM · 110 reps · 212-588-6770
Recruiting & transitionsM&A & valuation
40
BRIDGE33 INVESTMENT MANAGEMENT LLC shrank from 26 to 18 advisory reps. IAPD ↗fund
$1.08B RAUM · 18 reps · 206-538-0083 · bridge33capital.com
Recruiting & transitionsM&A & valuation
40
RAYLIANT INVESTMENT RESEARCH shrank from 11 to 8 advisory reps. IAPD ↗institutional
$203.5M RAUM · 8 reps · 626-407-4581 · rayliant.com
Recruiting & transitionsM&A & valuation
40
HINES CAPITAL ADVISORS LLC shrank from 415 to 362 advisory reps. IAPD ↗fund
$5.15B RAUM · 362 reps · 713-621-8000
Recruiting & transitionsM&A & valuation
40
AQUATIC CAPITAL MANAGEMENT LLC shrank from 87 to 67 advisory reps. IAPD ↗fund
$5.43B RAUM · 67 reps · 312-858-6200 · aquatic.com
Recruiting & transitionsM&A & valuation
40
CATALIO CAPITAL MANAGEMENT, LP shrank from 17 to 13 advisory reps. IAPD ↗fund
$2.18B RAUM · 13 reps · 410-989-6168
Recruiting & transitionsM&A & valuation
40
SLATE ADVISORY SERVICE (US) LLC shrank from 78 to 65 advisory reps. IAPD ↗fund
$1.71B RAUM · 65 reps · 312-847-1480
Recruiting & transitionsM&A & valuation
40
MOUNT LOGAN MANAGEMENT shrank from 9 to 0 advisory reps. IAPD ↗fund
$1.98B RAUM · 0 reps · 212-891-2880 · mountlogan.com
Recruiting & transitionsM&A & valuation
40
JAT CAPITAL MANAGEMENT LP shrank from 8 to 3 advisory reps. IAPD ↗institutional
$228.5M RAUM · 3 reps · 203-608-3100 · jatcapital.com
Recruiting & transitionsM&A & valuation
40
CLOUD CAPITAL ADVISORS LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$2.82B RAUM · 8 reps · (202) 607 2300 · cloudcapital.com
Recruiting & transitionsM&A & valuation
40
ARIEL ALTERNATIVES, LLC shrank from 16 to 12 advisory reps. IAPD ↗fund
$1.51B RAUM · 12 reps · 312-726-0140 · arielalternatives.com
Recruiting & transitionsM&A & valuation
40
AFFINIUS CAPITAL LLC shrank from 279 to 273 advisory reps. IAPD ↗fund
$31.11B RAUM · 273 reps · 800-531-8182
Recruiting & transitionsM&A & valuation
40
GREENLAND CAPITAL MANAGEMENT LP shrank from 17 to 12 advisory reps. IAPD ↗fund
$2.15B RAUM · 12 reps · (212) 390-9577
Recruiting & transitionsM&A & valuation
40
SPEARHEAD ADMINISTRATIVE SERVICES, LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$3.83B RAUM · 3 reps · 855-615-5318
Recruiting & transitionsM&A & valuation
40
THE QUARRY LP shrank from 4 to 2 advisory reps. IAPD ↗fund
$1.01B RAUM · 2 reps · 212-205-2600
Recruiting & transitionsM&A & valuation
40
CALVERT IMPACT ADVISORY SERVICES, LLC shrank from 8 to 2 advisory reps. IAPD ↗institutional
$197.8M RAUM · 2 reps · 1-800-248-0337 · calvertimpactcapital.org
Recruiting & transitionsM&A & valuation
40
KEYBANC CAPITAL MARKETS RESEARCH, LLC shrank from 80 to 71 advisory reps. IAPD ↗institutional
$0 RAUM · 71 reps · 216-689-3873 · key.com
Recruiting & transitionsM&A & valuation
40
CONSTELLATION WEALTH CAPITAL shrank from 19 to 9 advisory reps. IAPD ↗fund
$2.52B RAUM · 9 reps · 312-626-6067 · constellationwealthcapital.com
Recruiting & transitionsM&A & valuation
40
AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC shrank from 9 to 7 advisory reps. IAPD ↗institutional
$186.2M RAUM · 7 reps · 216-771-3450
Recruiting & transitionsM&A & valuation
40
ANCHORAGE CAPITAL ADVISORS, L.P. shrank from 47 to 42 advisory reps. IAPD ↗fund
$27.83B RAUM · 42 reps · 212-432-4600
Recruiting & transitionsM&A & valuation
40
VISTA CREDIT PARTNERS, L.P. shrank from 30 to 22 advisory reps. IAPD ↗fund
$8.42B RAUM · 22 reps · 212-804-9100
Recruiting & transitionsM&A & valuation
40
MISSION INVESTMENT ADVISORS LLC shrank from 5 to 3 advisory reps. IAPD ↗institutional
$151.3M RAUM · 3 reps · 415-517-0459
Recruiting & transitionsM&A & valuation
40
AFBI LP shrank from 20 to 11 advisory reps. IAPD ↗fund
$2.34B RAUM · 11 reps · 917-865-5747
Recruiting & transitionsM&A & valuation
40
BRYANT PARK FUNDING CLO MANAGEMENT LLC shrank from 47 to 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 212-500-3000
Recruiting & transitionsM&A & valuation
40
SENIORS HOUSING FUND MANAGER LLC shrank from 24 to 18 advisory reps. IAPD ↗fund
$3.79B RAUM · 18 reps · 419-247-2800
Recruiting & transitionsM&A & valuation
40
VARIANT PERCEPTION shrank from 12 to 1 advisory reps. IAPD ↗institutional
$31.9M RAUM · 1 reps · 704-926-1116
Recruiting & transitionsM&A & valuation
40
RUSSELL INVESTMENTS shrank from 122 to 115 advisory reps. IAPD ↗institutional
$0 RAUM · 115 reps · 206-505-7877
Recruiting & transitionsM&A & valuation
40
RUSSELL INVESTMENTS shrank from 122 to 115 advisory reps. IAPD ↗institutional
$0 RAUM · 115 reps · 206-505-7877
Recruiting & transitionsM&A & valuation
40
SUPERSTATE ADVISERS LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$1.25B RAUM · 3 reps · 201-497-4991 · superstate.co
Recruiting & transitionsM&A & valuation
40
HURRICANE ADVISOR SOLUTIONS shrank from 6 to 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 305-301-8600 · hurricaneadvisorsolutions.io
Recruiting & transitionsM&A & valuation
40
PARK SQUARE CAPITAL USA LP shrank from 53 to 48 advisory reps. IAPD ↗fund
$18.90B RAUM · 48 reps · 1-646-681-4905
Recruiting & transitionsM&A & valuation
38
SANDLER CAPITAL MANAGEMENT shrank from 16 to 11 advisory reps. IAPD ↗fund
$395.0M RAUM · 11 reps · 212-754-8100 · sandlercap.com
Recruiting & transitionsM&A & valuation
38
SPRING MOUNTAIN CAPITAL, LP shrank from 19 to 9 advisory reps. IAPD ↗fund
$310.9M RAUM · 9 reps · 212-292-8300 · westharleminnovationnetwork.com
Recruiting & transitionsM&A & valuation
38
SCOPIA CAPITAL MANAGEMENT LP shrank from 15 to 9 advisory reps. IAPD ↗fund
$587.3M RAUM · 9 reps · 212-370-0303 · scopia.com
Recruiting & transitionsM&A & valuation
38
BENCHMARK PLUS MANAGEMENT shrank from 5 to 2 advisory reps. IAPD ↗fund
$767.4M RAUM · 2 reps · 253-573-0657 · bpfunds.com
Recruiting & transitionsM&A & valuation
38
MERCED CAPITAL, L.P. shrank from 6 to 4 advisory reps. IAPD ↗fund
$251.2M RAUM · 4 reps · 952-476-7200
Recruiting & transitionsM&A & valuation
38
P. SCHOENFELD ASSET MANAGEMENT LP shrank from 8 to 4 advisory reps. IAPD ↗fund
$532.2M RAUM · 4 reps · 212-649-9500 · psam.com
Recruiting & transitionsM&A & valuation
38
RUBENSTEIN PARTNERS shrank from 26 to 15 advisory reps. IAPD ↗fund
$331.2M RAUM · 15 reps · 215-563-3558
Recruiting & transitionsM&A & valuation
38
HIMCO, LLC shrank from 35 to 30 advisory reps. IAPD ↗fund
$781.2M RAUM · 30 reps · 973-292-9595 · hampshirere.com
Recruiting & transitionsM&A & valuation
38
GF CAPITAL ASSET ADVISORS, LLC shrank from 6 to 3 advisory reps. IAPD ↗fund
$290.7M RAUM · 3 reps · 212-433-1234 · gfcap.com
Recruiting & transitionsM&A & valuation
38
TAIYO PACIFIC PARTNERS L.P. shrank from 19 to 8 advisory reps. IAPD ↗fund
$395.3M RAUM · 8 reps · 425-896-5300 · taiyofunds.com
Recruiting & transitionsM&A & valuation
38
TRUE NORTH MANAGEMENT GROUP, LLC shrank from 8 to 6 advisory reps. IAPD ↗fund
$492.5M RAUM · 6 reps · 914-304-8760 · tninvestors.com
Recruiting & transitionsM&A & valuation
38
NEWSTONE CAPITAL PARTNERS, LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$544.5M RAUM · 5 reps · 214-753-4300 · newstone.com
Recruiting & transitionsM&A & valuation
38
PARAMOUNT GROUP REAL ESTATE ADVISOR LLC shrank from 25 to 20 advisory reps. IAPD ↗fund
$457.7M RAUM · 20 reps · 212-237-3100 · pgre.com
Recruiting & transitionsM&A & valuation
38
TRADELINK CAPITAL LLC shrank from 20 to 11 advisory reps. IAPD ↗fund
$267.8M RAUM · 11 reps · 312-264-2000 · tradelinkllc.com
Recruiting & transitionsM&A & valuation
38
CARRIAGE SERVICES INVESTMENT ADVISORS, INC. shrank from 4 to 2 advisory reps. IAPD ↗fund
$308.2M RAUM · 2 reps · 713-332-8400
Recruiting & transitionsM&A & valuation
38
VORTUS INVESTMENT ADVISORS, LLC shrank from 7 to 5 advisory reps. IAPD ↗fund
$266.6M RAUM · 5 reps · 817-945-2400 · vortus.com
Recruiting & transitionsM&A & valuation
38
SARISSA CAPITAL MANAGEMENT LP shrank from 6 to 3 advisory reps. IAPD ↗fund
$298.3M RAUM · 3 reps · 203-302-2330
Recruiting & transitionsM&A & valuation
38
ARCAPITA INVESTMENT MANAGEMENT US INC. shrank from 10 to 8 advisory reps. IAPD ↗fund
$674.6M RAUM · 8 reps · (404) 920-9000 · arcapita.com
Recruiting & transitionsM&A & valuation
38
ACME shrank from 7 to 5 advisory reps. IAPD ↗fund
$767.5M RAUM · 5 reps · 1-415-805-8500
Recruiting & transitionsM&A & valuation
38
AROSA CAPITAL MANAGEMENT LP shrank from 8 to 6 advisory reps. IAPD ↗fund
$856.6M RAUM · 6 reps · 212-218-0550 · arosacapital.com
Recruiting & transitionsM&A & valuation
38
PROSPECT HILL GROWTH PARTNERS, L.P. shrank from 8 to 6 advisory reps. IAPD ↗fund
$310.6M RAUM · 6 reps · 617-753-1100
Recruiting & transitionsM&A & valuation
38
ATLAS MERCHANT CAPITAL LLC shrank from 18 to 11 advisory reps. IAPD ↗fund
$593.0M RAUM · 11 reps · 212-883-4330
Recruiting & transitionsM&A & valuation
38
STERLING BAY CAPITAL ADVISERS, LLC shrank from 33 to 22 advisory reps. IAPD ↗fund
$297.6M RAUM · 22 reps · 312-466-4100 · vimeo.com
Recruiting & transitionsM&A & valuation
38
COLONY CAPITAL INVESTMENT ADVISORS, LLC shrank from 3 to 1 advisory reps. IAPD ↗fund
$336.2M RAUM · 1 reps · 561-570-4644 · digitalbridge.com
Recruiting & transitionsM&A & valuation
38
OPENGATE CAPITAL MANAGEMENT, LLC shrank from 20 to 15 advisory reps. IAPD ↗fund
$666.8M RAUM · 15 reps · 212-400-7400
Recruiting & transitionsM&A & valuation
38
MAVERICK REAL ESTATE PARTNERS LLC shrank from 20 to 15 advisory reps. IAPD ↗fund
$791.8M RAUM · 15 reps · 646-480-2084 · maverickrep.com
Recruiting & transitionsM&A & valuation
38
HCG FUND MANAGEMENT LP shrank from 7 to 5 advisory reps. IAPD ↗fund
$347.3M RAUM · 5 reps · 919-300-7702 · hcgfunds.com
Recruiting & transitionsM&A & valuation
38
GATEWOOD CAPITAL MANAGEMENT LLC shrank from 10 to 7 advisory reps. IAPD ↗fund
$622.0M RAUM · 7 reps · 212-994-9590
Recruiting & transitionsM&A & valuation
38
LWO LLC shrank from 20 to 15 advisory reps. IAPD ↗fund
$890.8M RAUM · 15 reps · 605-380-5347 · longwateropportunities.com
Recruiting & transitionsM&A & valuation
38
SECOND ALPHA PARTNERS shrank from 7 to 5 advisory reps. IAPD ↗fund
$438.4M RAUM · 5 reps · 212-446-1600 · secondalpha.com
Recruiting & transitionsM&A & valuation
38
CALMWATER CAPITAL shrank from 11 to 7 advisory reps. IAPD ↗fund
$792.5M RAUM · 7 reps · 310-806-9770 · calmwatercapital.com
Recruiting & transitionsM&A & valuation
38
INTRINSIC EDGE CAPITAL MANAGEMENT LLC shrank from 10 to 7 advisory reps. IAPD ↗fund
$771.8M RAUM · 7 reps · 312-734-1094
Recruiting & transitionsM&A & valuation
38
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP shrank from 8 to 6 advisory reps. IAPD ↗fund
$428.4M RAUM · 6 reps · 212-603-9860 · cp-im.com
Recruiting & transitionsM&A & valuation
38
MADRYN ASSET MANAGEMENT, LP shrank from 9 to 7 advisory reps. IAPD ↗fund
$915.0M RAUM · 7 reps · (646) 560-5490
Recruiting & transitionsM&A & valuation
38
ONYXPOINT GLOBAL MANAGEMENT LP shrank from 8 to 6 advisory reps. IAPD ↗fund
$481.2M RAUM · 6 reps · (212) 235-1962
Recruiting & transitionsM&A & valuation
38
BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL shrank from 7 to 5 advisory reps. IAPD ↗fund
$426.5M RAUM · 5 reps · 202 437 5214 · bluelikeanorangecapital.com
Recruiting & transitionsM&A & valuation
38
CONCORD MANAGEMENT SERVICES, LLC shrank from 6 to 2 advisory reps. IAPD ↗fund
$301.0M RAUM · 2 reps · 212-508-7090 · concordhp.com
Recruiting & transitionsM&A & valuation
38
AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC shrank from 31 to 26 advisory reps. IAPD ↗fund
$537.3M RAUM · 26 reps · 214 253 6000 · aecomcanyon.com
Recruiting & transitionsM&A & valuation
38
ANTARA CAPITAL LP shrank from 3 to 1 advisory reps. IAPD ↗fund
$537.4M RAUM · 1 reps · 646-762-8580 · antaracapital.com
Recruiting & transitionsM&A & valuation
38
LEWIS & CLARK PARTNERS, LLC shrank from 26 to 19 advisory reps. IAPD ↗fund
$262.9M RAUM · 19 reps · 314-392-5264
Recruiting & transitionsM&A & valuation
38
ROSECLIFF VENTURE MANAGEMENT, LLC shrank from 9 to 7 advisory reps. IAPD ↗fund
$649.8M RAUM · 7 reps · (212) 492-3000
Recruiting & transitionsM&A & valuation
38
LEVEL 5 CAPITAL PARTNERS, LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$327.2M RAUM · 5 reps · (773) 590-0621 · lfivecapital.com
Recruiting & transitionsM&A & valuation
38
KLH CAPITAL shrank from 10 to 8 advisory reps. IAPD ↗fund
$773.9M RAUM · 8 reps · 813-222-0160
Recruiting & transitionsM&A & valuation
38
SAFE HARBOR CAPITAL PARTNERS shrank from 10 to 4 advisory reps. IAPD ↗fund
$343.8M RAUM · 4 reps · 786-230-1609 · safeharborcp.com
Recruiting & transitionsM&A & valuation
38
XEBEC ASSET MANAGEMENT, LLC shrank from 33 to 18 advisory reps. IAPD ↗fund
$484.5M RAUM · 18 reps · (469) 687-3184 · xebeclogisticstrust.com
Recruiting & transitionsM&A & valuation
38
SER CAPITAL PARTNERS MANAGEMENT, LP shrank from 10 to 7 advisory reps. IAPD ↗fund
$685.8M RAUM · 7 reps · 415-873-1011 · sercapitalpartners.com
Recruiting & transitionsM&A & valuation
38
COLLAB+CURRENCY MANAGEMENT, LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$332.5M RAUM · 5 reps · 914-226-0653
Recruiting & transitionsM&A & valuation
38
NORTH ISLAND VENTURES shrank from 9 to 6 advisory reps. IAPD ↗fund
$441.4M RAUM · 6 reps · 347-404-2298
Recruiting & transitionsM&A & valuation
38
TRINITY FUND ADVISORS LLC shrank from 31 to 25 advisory reps. IAPD ↗fund
$930.0M RAUM · 25 reps · 305-800-1115
Recruiting & transitionsM&A & valuation
38
SANDLOT PARTNERS, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$916.6M RAUM · 8 reps · 203-233-5797
Recruiting & transitionsM&A & valuation
38
CHICAGO ATLANTIC ADVISERS, LLC shrank from 43 to 30 advisory reps. IAPD ↗fund
$970.3M RAUM · 30 reps · 312-625-9295
Recruiting & transitionsM&A & valuation
38
POWER INNOVATION PARTNERS, L.P. shrank from 7 to 4 advisory reps. IAPD ↗fund
$288.7M RAUM · 4 reps · 307-421-6700 · powerinnovationpartners.com
Recruiting & transitionsM&A & valuation
38
CALLODINE CREDIT MANAGEMENT shrank from 10 to 8 advisory reps. IAPD ↗fund
$603.0M RAUM · 8 reps · 617-880-7494
Recruiting & transitionsM&A & valuation
38
CPC MANAGEMENT, LLC shrank from 20 to 16 advisory reps. IAPD ↗fund
$428.0M RAUM · 16 reps · 816-756-2225 · cpc.llc
Recruiting & transitionsM&A & valuation
38
TIDEMARK MANAGEMENT COMPANY LP shrank from 12 to 9 advisory reps. IAPD ↗fund
$699.6M RAUM · 9 reps · 650-260-4887 · tidemarkcap.com
Recruiting & transitionsM&A & valuation
38
HURRICANE CAPITAL ADVISORS LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$602.5M RAUM · 4 reps · 212-702-7101 · hurricanecapital.io
Recruiting & transitionsM&A & valuation
38
POLITAN CAPITAL MANAGEMENT shrank from 3 to 1 advisory reps. IAPD ↗fund
$855.7M RAUM · 1 reps · 646-690-2838 · politanmgmt.com
Recruiting & transitionsM&A & valuation
38
OPENVIEW ADVISORS, LLC shrank from 10 to 5 advisory reps. IAPD ↗fund
$839.0M RAUM · 5 reps · 617-478-7500 · openviewpartners.com
Recruiting & transitionsM&A & valuation
38
CONSELLO CAPITAL shrank from 8 to 6 advisory reps. IAPD ↗fund
$298.5M RAUM · 6 reps · 212-419-8702 · consello.com
Recruiting & transitionsM&A & valuation
38
GENERATE CAPITAL ADVISORS, PB LLC shrank from 61 to 11 advisory reps. IAPD ↗fund
$737.2M RAUM · 11 reps · 415-360-3063
Recruiting & transitionsM&A & valuation
38
HVPF MANAGER II, LLC shrank from 40 to 11 advisory reps. IAPD ↗fund
$527.2M RAUM · 11 reps · 917-398-4100 · hudsonvalleypropertygroup.com
Recruiting & transitionsM&A & valuation
38
ACCION IMPACT MANAGEMENT LLC shrank from 16 to 12 advisory reps. IAPD ↗fund
$262.2M RAUM · 12 reps · 202-813-9844 · accion.org
Recruiting & transitionsM&A & valuation
38
PRAETORIAN PR LLC shrank from 5 to 2 advisory reps. IAPD ↗fund
$471.3M RAUM · 2 reps · (786) 396-1281 · pracap.com
Recruiting & transitionsM&A & valuation
38
BAIRD CAPITAL MANAGEMENT COMPANY, LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$737.9M RAUM · 3 reps · 414-765-3500 · rwbaird.com
Recruiting & transitionsM&A & valuation
38
WILMINGTON TRUST ASSET MANAGEMENT, LLC shrank from 36 to 31 advisory reps. IAPD ↗fund
$271.4M RAUM · 31 reps · 646-531-7248
Recruiting & transitionsM&A & valuation
38
CLEARALPHA TECHNOLOGIES LP shrank from 10 to 6 advisory reps. IAPD ↗fund
$931.6M RAUM · 6 reps · 475-302-1900 · clearalphatech.com
Recruiting & transitionsM&A & valuation
38
SHORENSTEIN INVESTMENT ADVISERS LLC shrank from 44 to 33 advisory reps. IAPD ↗fund
$787.5M RAUM · 33 reps · 415-772-7000
Recruiting & transitionsM&A & valuation
38
ARCHITECT EQUITY shrank from 17 to 13 advisory reps. IAPD ↗fund
$383.9M RAUM · 13 reps · 310-504-3760
Recruiting & transitionsM&A & valuation
38
BAYHAWK CAPITAL LP shrank from 10 to 7 advisory reps. IAPD ↗fund
$730.8M RAUM · 7 reps · 202-494-2362
Recruiting & transitionsM&A & valuation
38
TRIBUNE INVESTMENT GROUP shrank from 6 to 4 advisory reps. IAPD ↗fund
$318.1M RAUM · 4 reps · 212-301-7652 · tribunelp.com
Recruiting & transitionsM&A & valuation
38
BOXER CAPITAL MANAGEMENT, LLC shrank from 11 to 8 advisory reps. IAPD ↗fund
$578.2M RAUM · 8 reps · 858.400.3115 · boxercap.com
Recruiting & transitionsM&A & valuation
38
KINTAYL CAPITAL LP shrank from 4 to 2 advisory reps. IAPD ↗fund
$279.1M RAUM · 2 reps · 646-347-1983 · kintayl.com
Recruiting & transitionsM&A & valuation
38
ROSCOMMON ANALYTICS LLC shrank from 54 to 45 advisory reps. IAPD ↗fund
$880.6M RAUM · 45 reps · 212-850-8865
Recruiting & transitionsM&A & valuation
38
ISQ OPENINFRA REGISTERED ADVISOR LLC shrank from 196 to 113 advisory reps. IAPD ↗fund
$348.1M RAUM · 113 reps · 786-693-5781
Recruiting & transitionsM&A & valuation
38
CIFC PRIVATE CREDIT MANAGEMENT LLC shrank from 102 to 89 advisory reps. IAPD ↗fund
$289.9M RAUM · 89 reps · 786-652-3250 · cifc.com
Recruiting & transitionsM&A & valuation
38
ARA GC PARTNERS, LLC shrank from 17 to 9 advisory reps. IAPD ↗fund
$935.9M RAUM · 9 reps · 713-337-9150
Recruiting & transitionsM&A & valuation
35
BEAR STEARNS ASSET MANAGEMENT INC. shrank from 4 to 1 advisory reps. IAPD ↗fund
$0 RAUM · 1 reps · 212-648-1318
Recruiting & transitionsM&A & valuation
35
HAWKEYE PARTNERS, LP shrank from 10 to 8 advisory reps. IAPD ↗fund
$38.2M RAUM · 8 reps · 512-628-4000 · hawkeyepartners.com
Recruiting & transitionsM&A & valuation
35
BLACKSTONE REAL ESTATE ADVISORS V L.P. shrank from 210 to 192 advisory reps. IAPD ↗fund
$60.2M RAUM · 192 reps · 212-583-5000 · spoti.fi
Recruiting & transitionsM&A & valuation
35
FILLMORE CAPITAL PARTNERS, LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$247.1M RAUM · 8 reps · 614-781-1420 · fillmorecap.com
Recruiting & transitionsM&A & valuation
35
BAIN CAPITAL PUBLIC EQUITY, LP shrank from 11 to 4 advisory reps. IAPD ↗fund
$242.2M RAUM · 4 reps · 617-516-2318
Recruiting & transitionsM&A & valuation
35
MAN CAPITAL MANAGEMENT LLC shrank from 10 to 8 advisory reps. IAPD ↗fund
$110.0M RAUM · 8 reps · 212-649-6600 · man.com
Recruiting & transitionsM&A & valuation
35
VERSA CAPITAL shrank from 4 to 2 advisory reps. IAPD ↗fund
$180.1M RAUM · 2 reps · 215-609-3400 · versa.com
Recruiting & transitionsM&A & valuation
35
CT INVESTMENT MANAGEMENT CO., LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$6.6M RAUM · 4 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
35
LIONSTONE INVESTMENTS shrank from 42 to 0 advisory reps. IAPD ↗fund
$224.4M RAUM · 0 reps · 8002252365 · lionstoneinvestments.com
Recruiting & transitionsM&A & valuation
35
KAILAI ADVISERS LTD. shrank from 16 to 9 advisory reps. IAPD ↗fund
$57.8M RAUM · 9 reps · 310-385-3690 · claritypartners.net
Recruiting & transitionsM&A & valuation
35
RLJ EQUITY PARTNERS, LLC shrank from 6 to 1 advisory reps. IAPD ↗fund
$113.0M RAUM · 1 reps · 240-744-7856 · rljequitypartners.com
Recruiting & transitionsM&A & valuation
35
TENGRAM CAPITAL PARTNERS shrank from 8 to 5 advisory reps. IAPD ↗fund
$110.7M RAUM · 5 reps · 203-454-6999 · tengramcapital.com
Recruiting & transitionsM&A & valuation
35
WATERFRONT CAPITAL PARTNERS LLC shrank from 7 to 2 advisory reps. IAPD ↗fund
$99.3M RAUM · 2 reps · 212 554 4099
Recruiting & transitionsM&A & valuation
35
NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$103.4M RAUM · 3 reps · +55 (11) 5180-3311 · newfcap.com
Recruiting & transitionsM&A & valuation
35
TURNBRIDGE CAPITAL, LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$241.2M RAUM · 3 reps · 214-624-5010 · turnbridgecapital.com
Recruiting & transitionsM&A & valuation
35
CRESCENT PARK MANAGEMENT, L.P. shrank from 4 to 1 advisory reps. IAPD ↗fund
$234.4M RAUM · 1 reps · 650-285-4300
Recruiting & transitionsM&A & valuation
35
STRUCK CAPITAL MANAGEMENT LLC shrank from 5 to 3 advisory reps. IAPD ↗fund
$84.9M RAUM · 3 reps · 561-289-0486 · struckcapital.com
Recruiting & transitionsM&A & valuation
35
JLL PARTNERS FCH, INC. shrank from 5 to 2 advisory reps. IAPD ↗fund
$132.4M RAUM · 2 reps · 212-286-8600
Recruiting & transitionsM&A & valuation
35
QMP MANAGEMENT, LLC shrank from 6 to 3 advisory reps. IAPD ↗fund
$185.7M RAUM · 3 reps · (214) 855-2954
Recruiting & transitionsM&A & valuation
35
LSCP ADVISORS, LLC shrank from 11 to 8 advisory reps. IAPD ↗fund
$233.1M RAUM · 8 reps · 512-407-2600 · legacystarcapital.com
Recruiting & transitionsM&A & valuation
35
MERIDA CAPITAL HOLDINGS LLC shrank from 9 to 6 advisory reps. IAPD ↗fund
$157.3M RAUM · 6 reps · 212-210-1890
Recruiting & transitionsM&A & valuation
35
SOUNDCORE CAPITAL PARTNERS, LLC shrank from 9 to 3 advisory reps. IAPD ↗fund
$237.2M RAUM · 3 reps · 212-812-1180
Recruiting & transitionsM&A & valuation
35
ISLET MANAGEMENT, LP shrank from 5 to 3 advisory reps. IAPD ↗fund
$108.8M RAUM · 3 reps · 212-381-1990 · isletcapital.com
Recruiting & transitionsM&A & valuation
35
CRITERION AFRICA PARTNERS shrank from 9 to 7 advisory reps. IAPD ↗fund
$85.9M RAUM · 7 reps · +27 73 222 2471 · criterionafrica.com
Recruiting & transitionsM&A & valuation
35
SREP CAPITAL MANAGEMENT, LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$157.9M RAUM · 4 reps · 203-542-2870
Recruiting & transitionsM&A & valuation
35
NORTHERN PACIFIC GROUP, L.P. shrank from 5 to 3 advisory reps. IAPD ↗fund
$58.6M RAUM · 3 reps · 952-456-5300 · northernpacificgroup.com
Recruiting & transitionsM&A & valuation
35
IMPACT ENGINE shrank from 8 to 6 advisory reps. IAPD ↗fund
$244.5M RAUM · 6 reps · 872-228-5197
Recruiting & transitionsM&A & valuation
35
WORLDLY PARTNERS MANAGEMENT, LLC shrank from 8 to 4 advisory reps. IAPD ↗fund
$214.0M RAUM · 4 reps · 917-818-0035
Recruiting & transitionsM&A & valuation
35
ANCHOR HEALTH CAPITAL, LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$166.0M RAUM · 5 reps · 423-708-2178 · anchorhealthcapital.com
Recruiting & transitionsM&A & valuation
35
RONIN EQUITY PARTNERS LLC shrank from 11 to 5 advisory reps. IAPD ↗fund
$131.1M RAUM · 5 reps · 917-796-4710 · roninequitypartners.com
Recruiting & transitionsM&A & valuation
35
BLACK IMPACT GROUP, LLC shrank from 20 to 12 advisory reps. IAPD ↗fund
$232.1M RAUM · 12 reps · 323-306-4648 · blackimpact.com
Recruiting & transitionsM&A & valuation
35
EM ADVISOR shrank from 13 to 10 advisory reps. IAPD ↗fund
$140.1M RAUM · 10 reps · 646-844-9918
Recruiting & transitionsM&A & valuation
35
RIDGELINE PRODUCTIONS LLC shrank from 6 to 4 advisory reps. IAPD ↗fund
$115.4M RAUM · 4 reps · 619-227-7706 · broadwaystrategicreturnfund.com
Recruiting & transitionsM&A & valuation
35
FOREST ROAD ASSET MANAGEMENT LLC shrank from 12 to 7 advisory reps. IAPD ↗fund
$161.1M RAUM · 7 reps · 302-265-0167
Recruiting & transitionsM&A & valuation
35
HOPLON ASSET MANAGEMENT, L.P. shrank from 5 to 3 advisory reps. IAPD ↗fund
$170.1M RAUM · 3 reps · 203-340-2133 · hoploncapital.com
Recruiting & transitionsM&A & valuation
35
PALLADIUM HERITAGE MANAGEMENT, LLC shrank from 4 to 2 advisory reps. IAPD ↗fund
$37.2M RAUM · 2 reps · (212) 218-5150 · palladiumequity.com
Recruiting & transitionsM&A & valuation
35
VERSA CAPITAL shrank from 4 to 2 advisory reps. IAPD ↗fund
$180.1M RAUM · 2 reps · 215-609-3400 · versa.com
Recruiting & transitionsM&A & valuation
35
AEREF MANAGEMENT, LLC shrank from 20 to 13 advisory reps. IAPD ↗fund
$194.4M RAUM · 13 reps · (212) 721-5500
Recruiting & transitionsM&A & valuation
35
STOCKWELL VENTURES, LLC shrank from 8 to 5 advisory reps. IAPD ↗fund
$30.0M RAUM · 5 reps · 212-257-5757
Recruiting & transitionsM&A & valuation
35
VIZCAYA CAPITAL PARTNERS LLC shrank from 5 to 2 advisory reps. IAPD ↗fund
$172.5M RAUM · 2 reps · 305-602-5725
Recruiting & transitionsM&A & valuation
35
3 MANAGEMENT CO, LLC shrank from 4 to 1 advisory reps. IAPD ↗fund
$88.6M RAUM · 1 reps · 415-615-5000
Recruiting & transitionsM&A & valuation
35
SENTINEL GLOBAL shrank from 8 to 2 advisory reps. IAPD ↗fund
$210.3M RAUM · 2 reps · 707-652-3754 · sentinelglobal.xyz
Recruiting & transitionsM&A & valuation
25
PICTET ASSET MANAGEMENT LIMITED shrank from 115 to 85 advisory reps. IAPD ↗foreign
$24.40B RAUM · 85 reps · +4420-7847-5000
Recruiting & transitionsM&A & valuation
25
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD shrank from 430 to 237 advisory reps. IAPD ↗foreign
$82.55B RAUM · 237 reps · +44 (0)20 7658 6000 · schroders.com
Recruiting & transitionsM&A & valuation
25
BLACKROCK INTERNATIONAL LIMITED shrank from 71 to 58 advisory reps. IAPD ↗foreign
$30.78B RAUM · 58 reps · 44 131 4727200
Recruiting & transitionsM&A & valuation
25
INVESCO HONG KONG LIMITED shrank from 86 to 77 advisory reps. IAPD ↗foreign
$26.20B RAUM · 77 reps · 852 3128 6000
Recruiting & transitionsM&A & valuation
25
GAM LONDON LIMITED shrank from 14 to 11 advisory reps. IAPD ↗foreign
$9.42B RAUM · 11 reps · 44-20-7493-9990
Recruiting & transitionsM&A & valuation
25
FIL INVESTMENT ADVISORS (UK) LTD. shrank from 10 to 8 advisory reps. IAPD ↗foreign
$3.55B RAUM · 8 reps · +44 (0)1732 361144
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED shrank from 63 to 50 advisory reps. IAPD ↗foreign
$16.09B RAUM · 50 reps · 44(0)131 473 2200 · firstsentiergroup.com
Recruiting & transitionsM&A & valuation
25
NEWTON INVESTMENT MANAGEMENT LTD shrank from 63 to 47 advisory reps. IAPD ↗foreign
$42.39B RAUM · 47 reps · +44-20-7163-9000 · newtonim.com
Recruiting & transitionsM&A & valuation
25
ABRDN ASIA LIMITED shrank from 44 to 34 advisory reps. IAPD ↗foreign
$40.27B RAUM · 34 reps · 65-63952700 · aberdeeninvestments.com
Recruiting & transitionsM&A & valuation
25
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY shrank from 32 to 26 advisory reps. IAPD ↗foreign
$10.94B RAUM · 26 reps · 65-6834 6800 · morganstanley.com
Recruiting & transitionsM&A & valuation
25
ASPECT CAPITAL LIMITED shrank from 60 to 40 advisory reps. IAPD ↗foreign
$2.56B RAUM · 40 reps · +442071709700 · aspectcapital.com
Recruiting & transitionsM&A & valuation
25
VONTOBEL SWISS FINANCIAL ADVISERS shrank from 78 to 60 advisory reps. IAPD ↗foreign
$11.94B RAUM · 60 reps · +41-58-2388111
Recruiting & transitionsM&A & valuation
25
ADDENDA CAPITAL shrank from 65 to 60 advisory reps. IAPD ↗foreign
$29.02B RAUM · 60 reps · 514-287-7373 · addendacapital.com
Recruiting & transitionsM&A & valuation
25
PICTET ASSET MANAGEMENT SA shrank from 198 to 166 advisory reps. IAPD ↗foreign
$330.74B RAUM · 166 reps · +41-58-323-3333 · am.pictet.com
Recruiting & transitionsM&A & valuation
25
HERMES GPE LLP shrank from 42 to 37 advisory reps. IAPD ↗foreign
$8.88B RAUM · 37 reps · +44(0)2077020888
Recruiting & transitionsM&A & valuation
25
HERMES INVESTMENT MANAGEMENT LIMITED shrank from 114 to 109 advisory reps. IAPD ↗foreign
$24.79B RAUM · 109 reps · +44 207 702 0888
Recruiting & transitionsM&A & valuation
25
TOBAM shrank from 12 to 8 advisory reps. IAPD ↗foreign
$1.09B RAUM · 8 reps · 33 1 53 23 41 51
Recruiting & transitionsM&A & valuation
25
ONEX PARTNERS MANAGER LP shrank from 50 to 39 advisory reps. IAPD ↗foreign
$22.47B RAUM · 39 reps · 416-362-7711
Recruiting & transitionsM&A & valuation
25
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG shrank from 21 to 13 advisory reps. IAPD ↗foreign
$2.43B RAUM · 13 reps · 41 44 297 7373
Recruiting & transitionsM&A & valuation
25
ABRDN INVESTMENTS LIMITED shrank from 322 to 295 advisory reps. IAPD ↗foreign
$206.50B RAUM · 295 reps · 44 1313729444
Recruiting & transitionsM&A & valuation
25
CDH INVESTMENT ADVISORY PRIVATE LIMITED shrank from 36 to 29 advisory reps. IAPD ↗foreign
$2.75B RAUM · 29 reps · 65-6572-8750 · cdhfund.com
Recruiting & transitionsM&A & valuation
25
RED CLIFF ASSET MANAGEMENT LIMITED shrank from 17 to 13 advisory reps. IAPD ↗foreign
$1.55B RAUM · 13 reps · +852 3468 6173 · redcliff-am.com
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS (UK) FUNDS LIMITED shrank from 63 to 50 advisory reps. IAPD ↗foreign
$11.87B RAUM · 50 reps · 44-207-332-6500 · firstsentiergroup.com
Recruiting & transitionsM&A & valuation
25
CIDEL ASSET MANAGEMENT INC shrank from 38 to 32 advisory reps. IAPD ↗foreign
$4.80B RAUM · 32 reps · 416-977-6767 · loricaic.ca
Recruiting & transitionsM&A & valuation
25
CANDRIAM S.C.A. shrank from 298 to 288 advisory reps. IAPD ↗foreign
$154.66B RAUM · 288 reps · +352 27 97 39 23
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS shrank from 43 to 30 advisory reps. IAPD ↗foreign
$6.83B RAUM · 30 reps · +61 2 9010 5200
Recruiting & transitionsM&A & valuation
25
RAM ACTIVE INVESTMENTS S.A. shrank from 10 to 6 advisory reps. IAPD ↗foreign
$2.39B RAUM · 6 reps · +41 58 726 8700 · ram-ai.com
Recruiting & transitionsM&A & valuation
25
G10 CAPITAL LIMITED shrank from 58 to 34 advisory reps. IAPD ↗foreign
$13.14B RAUM · 34 reps · +442073975450
Recruiting & transitionsM&A & valuation
25
FIRST SENTIER INVESTORS (UK) IM LIMITED shrank from 63 to 50 advisory reps. IAPD ↗foreign
$13.27B RAUM · 50 reps · +44 (0)131 473 2200 · firstsentiergroup.com
Recruiting & transitionsM&A & valuation
25
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED shrank from 22 to 13 advisory reps. IAPD ↗foreign
$21.08B RAUM · 13 reps · 65 6597 6680 · gordian-capital.com
Recruiting & transitionsM&A & valuation
25
ORCHARD GLOBAL ASSET MANAGEMENT LLP shrank from 26 to 20 advisory reps. IAPD ↗foreign
$11.28B RAUM · 20 reps · 44 207 060 0088 · orchardglobal.com
Recruiting & transitionsM&A & valuation
25
SYSTEMATICA INVESTMENTS UK LLP shrank from 9 to 7 advisory reps. IAPD ↗foreign
$23.79B RAUM · 7 reps · 44 2031805700
Recruiting & transitionsM&A & valuation
25
SYSTEMATICA INVESTMENTS GP LIMITED shrank from 20 to 16 advisory reps. IAPD ↗foreign
$23.79B RAUM · 16 reps · 441534841090
Recruiting & transitionsM&A & valuation
25
ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED shrank from 64 to 59 advisory reps. IAPD ↗foreign
$15.46B RAUM · 59 reps · +852 2238 8888 · cn.allianzgi.com
Recruiting & transitionsM&A & valuation
25
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED shrank from 10 to 8 advisory reps. IAPD ↗foreign
$1.60B RAUM · 8 reps · 852-2170-3333 · fountaincapri.com
Recruiting & transitionsM&A & valuation
25
GAOTENG GLOBAL ASSET MANAGEMENT LIMITED shrank from 14 to 11 advisory reps. IAPD ↗foreign
$13.35B RAUM · 11 reps · +852 3892 8900
Recruiting & transitionsM&A & valuation
25
PEAK XV PARTNERS OPERATIONS LLC shrank from 50 to 44 advisory reps. IAPD ↗foreign
$15.30B RAUM · 44 reps · +230 467 3000
Recruiting & transitionsM&A & valuation
25
JUPITER ASSET MANAGEMENT LIMITED shrank from 117 to 70 advisory reps. IAPD ↗foreign
$68.22B RAUM · 70 reps · 44 20 3817 1000
Recruiting & transitionsM&A & valuation
25
ARES SYSTEMATIC CREDIT LIMITED shrank from 20 to 16 advisory reps. IAPD ↗foreign
$9.89B RAUM · 16 reps · 44 (0) 203 146 1500 · bluecove.com
Recruiting & transitionsM&A & valuation
25
EAST CAPITAL shrank from 22 to 17 advisory reps. IAPD ↗foreign
$4.28B RAUM · 17 reps · +46 8 505 97 777 · eastcapital.com
Recruiting & transitionsM&A & valuation
25
M SQUARE INVESTIMENTOS LTDA. shrank from 10 to 5 advisory reps. IAPD ↗foreign
$2.25B RAUM · 5 reps · +55 11 3074 6370 · msquare.com
Recruiting & transitionsM&A & valuation
25
TAGES CAPITAL LLP shrank from 14 to 8 advisory reps. IAPD ↗foreign
$3.85B RAUM · 8 reps · +44 203 3036 · investcorptages.com
Recruiting & transitionsM&A & valuation
23
SUMITOMO MITSUI DS ASSET MANAGEMENT (HONG KONG) LIMITED shrank from 13 to 10 advisory reps. IAPD ↗foreign
$566.7M RAUM · 10 reps · 852-2521-8883 · smd-am.hk
Recruiting & transitionsM&A & valuation
23
SARASIN ASSET MANAGEMENT LIMITED shrank from 9 to 7 advisory reps. IAPD ↗foreign
$555.0M RAUM · 7 reps · +(44)(20)7038 7000 · sarasinassetmanagement.com
Recruiting & transitionsM&A & valuation
23
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED shrank from 27 to 13 advisory reps. IAPD ↗foreign
$377.8M RAUM · 13 reps · (416) 524-9687 · manulifeim.com
Recruiting & transitionsM&A & valuation
23
TELEIOS CAPITAL PARTNERS LLC shrank from 8 to 4 advisory reps. IAPD ↗foreign
$820.0M RAUM · 4 reps · +41 41 506 56 56 · teleioscapital.com
Recruiting & transitionsM&A & valuation
23
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD shrank from 8 to 5 advisory reps. IAPD ↗foreign
$931.9M RAUM · 5 reps · +41583176400 · jsafrasarasin.com
Recruiting & transitionsM&A & valuation
20
KV SERVICES II LIMITED shrank from 7 to 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · +377 93 30 40 70
Recruiting & transitionsM&A & valuation
20
ARTISAN PARTNERS UK LLP shrank from 4 to 2 advisory reps. IAPD ↗foreign
$0 RAUM · 2 reps · 44-20-7766-7110 · artisanpartnersuk.com
Recruiting & transitionsM&A & valuation
20
SHORELINE CAPITAL MANAGEMENT, LTD. shrank from 11 to 5 advisory reps. IAPD ↗foreign
$75.9M RAUM · 5 reps · +86(20) 8560-6988 · shoreline.com.cn
Recruiting & transitionsM&A & valuation
20
ABSOLUTE STRATEGY RESEARCH SERVICES shrank from 15 to 12 advisory reps. IAPD ↗foreign
$0 RAUM · 12 reps · +44 20 7073 0730 · absolute-strategy.com
Recruiting & transitionsM&A & valuation
20
FIRETHORN PARTNERS, LLC shrank from 4 to 2 advisory reps. IAPD ↗foreign
$30.4M RAUM · 2 reps · 713.701.1812 · firethornpartners.com
Recruiting & transitionsM&A & valuation
20
SHADOWFALL CAPITAL & RESEARCH LLP shrank from 5 to 3 advisory reps. IAPD ↗foreign
$188.0M RAUM · 3 reps · +44 (0) 20 79522608 · shadowfall.com
Recruiting & transitionsM&A & valuation
20
AVRIO WEALTH PTE LTD shrank from 5 to 2 advisory reps. IAPD ↗foreign
$178.3M RAUM · 2 reps · 6562406865 · avriowealth.com
Recruiting & transitionsM&A & valuation
20
KAIZEN CAPITAL PARTNERS LIMITED shrank from 4 to 0 advisory reps. IAPD ↗foreign
$0 RAUM · 0 reps · +852 3840 8800
Recruiting & transitionsM&A & valuation
20
PAMALICAN ASSET MANAGEMENT LIMITED shrank from 6 to 2 advisory reps. IAPD ↗foreign
$50.0M RAUM · 2 reps · +852 34282873 · pamam.com
Recruiting & transitionsM&A & valuation
20
DA INV shrank from 4 to 1 advisory reps. IAPD ↗foreign
$28.0M RAUM · 1 reps · 917-202-2007 · dolarapp.com
Recruiting & transitionsM&A & valuation
20
PRIMARY shrank from 3 to 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · +61423411856 · primary.tech
Recruiting & transitionsM&A & valuation
planning clients up — 743 Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
79
BLUE RIDGE WEALTH PLANNERS reports More than 500 financial-planning clients, up from 0. IAPD ↗
$361.7M RAUM · 14 reps · 865-392-4260 · planforeverything.com
Financial planning software
79
ENDEAVOR PRIVATE WEALTH, INC. reports More than 500 financial-planning clients, up from 0. IAPD ↗
$595.3M RAUM · 9 reps · 785-329-2510
Financial planning software
79
ADVANTAGE WEALTH PARTNERS reports More than 500 financial-planning clients, up from 0. IAPD ↗
$675.5M RAUM · 4 reps · 239-561-1155 · advantagewealthpartners.com
Financial planning software
79
WILKERSON ADVISORY GROUP LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$326.9M RAUM · 4 reps · 573 400 6101 · wilkersonadvisorygroup.com
Financial planning software
79
OASIS ADVISORS reports More than 500 financial-planning clients, up from 0. IAPD ↗
$277.7M RAUM · 21 reps · 641-251-6001
Financial planning software
78
NORTHERN TRUST SECURITIES, INC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$1.66B RAUM · 41 reps · 312-630-6000 · northerntrust.com
Financial planning software
78
MISSION WEALTH MANAGEMENT, LP reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$13.91B RAUM · 117 reps · 805-882-2360
Financial planning software
78
WNY ASSET MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$1.73B RAUM · 18 reps · 716-626-0060 · cpafinancialnetwork.com
Financial planning software
78
GOLDSTONE FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$1.05B RAUM · 13 reps · 630-620-9300
Financial planning software
78
INTELLUS ADVISORS, LLC reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$1.35B RAUM · 9 reps · 239-649-3600 · intellusadvisors.com
Financial planning software
78
PCM ENCORE, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$1.74B RAUM · 6 reps · 425-214-1755
Financial planning software
78
SUMMIT WEALTH GROUP reports 251-500 financial-planning clients, up from 0. IAPD ↗
$2.31B RAUM · 29 reps · 7196334033 · summitwealthgroup.com
Financial planning software
76
TRIPPON WEALTH MANAGEMENT GROUP LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$262.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
Financial planning software
76
ATLAS WEALTH PARTNERS LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$233.8M RAUM · 2 reps · 610-268-6807 · atlaswealthpartners.com
Financial planning software
76
FINHABITS ADVISORS, LLC reports More than 500 financial-planning clients, up from 0. IAPD ↗
$116.0M RAUM · 2 reps · 212-596-7292
Financial planning software
76
CROAK CAPITAL reports 251-500 financial-planning clients, up from 0. IAPD ↗
$363.9M RAUM · 6 reps · 419-464-7000
Financial planning software
76
ELEVATUS WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$513.4M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com
Financial planning software
76
WARNER WEALTH reports 251-500 financial-planning clients, up from 0. IAPD ↗
$458.5M RAUM · 7 reps · 203-929-2727 · warnerwealthct.com
Financial planning software
76
CEDAR COVE WEALTH PARTNERS reports 251-500 financial-planning clients, up from 0. IAPD ↗
$455.0M RAUM · 10 reps · 952-358-3456 · cedarcovewealth.com
Financial planning software
75
CITIZENS PRIVATE WEALTH reports 101-250 financial-planning clients, up from 0. IAPD ↗
$15.54B RAUM · 204 reps · 914-846-0100 · citizensbank.com
Financial planning software
75
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS reports 101-250 financial-planning clients, up from 0. IAPD ↗
$4.19B RAUM · 39 reps · 945-229-5873
Financial planning software
75
MBL ADVISORS reports 101-250 financial-planning clients, up from 0. IAPD ↗
$1.42B RAUM · 10 reps · 704-333-8461 · mbl-advisors.com
Financial planning software
75
MIDLAND WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0. IAPD ↗
$3.16B RAUM · 19 reps · 312-660-6516
Financial planning software
73
MMHP INVESTMENT ADVISORS reports 101-250 financial-planning clients, up from 0. IAPD ↗
$435.3M RAUM · 2 reps · 229-228-1822 · mmhpinvest.com
Financial planning software
73
MEASURED RISK PORTFOLIOS reports 101-250 financial-planning clients, up from 0. IAPD ↗
$597.2M RAUM · 4 reps · 858-935-1125 · kingsroadinc.com
Financial planning software
73
HARLOW WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$419.4M RAUM · 6 reps · 360-573-2522
Financial planning software
73
RESTON WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$589.9M RAUM · 3 reps · 703-481-2280 · financialfieldnotes.com
Financial planning software
73
PIEDMONT CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$231.8M RAUM · 3 reps · 406-862-9400
Financial planning software
73
DOGWOOD WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$257.2M RAUM · 4 reps · (913) 232-2900
Financial planning software
73
GAMBIT CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0. IAPD ↗
$167.5M RAUM · 6 reps · (651) 427-9001
Financial planning software
73
AURELIUS FAMILY OFFICE, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$315.3M RAUM · 1 reps · 603-413-6060
Financial planning software
73
SYKON CAPITAL LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$350.1M RAUM · 6 reps · 914-898-3694
Financial planning software
73
ARCHWAY WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$345.7M RAUM · 3 reps · (573) 999-2248 · archwaywealthstl.com
Financial planning software
73
RETIREMENT PORTFOLIOS, LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$290.0M RAUM · 2 reps · 785-330-9292
Financial planning software
73
MOREY & QUINN WEALTH PARTNERS reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$373.4M RAUM · 3 reps · (402) 502-9900 · moreyandquinn.com
Financial planning software
73
ELLIS FINANCIAL PLANNING reports 251-500 financial-planning clients, up from 0. IAPD ↗
$180.7M RAUM · 3 reps · 931-905-0050
Financial planning software
73
HERMITAGE WEALTH reports 251-500 financial-planning clients, up from 0. IAPD ↗
$37.5M RAUM · 4 reps · 804-270-7877
Financial planning software
73
CYPRESS CAPITAL reports 251-500 financial-planning clients, up from 0. IAPD ↗
$143.2M RAUM · 2 reps · 850-583-5377
Financial planning software
73
MARATHON FINANCIAL GROUP reports 101-250 financial-planning clients, up from 0. IAPD ↗
$307.8M RAUM · 3 reps · 857-201-3420 · meetmarathon.com
Financial planning software
72
COZAD ASSET MANAGEMENT INC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$2.62B RAUM · 20 reps · 217-356-8363
Financial planning software
72
TFC FINANCIAL MANAGEMENT INC reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$1.78B RAUM · 12 reps · 617-210-6700 · tfcfinancial.com
Financial planning software
72
CRAWFORD INVESTMENT COUNSEL INC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$9.14B RAUM · 27 reps · 770-859-0045 · crawfordinvestmentfunds.com
Financial planning software
72
IMA ADVISORY SERVICES, INC. reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$3.90B RAUM · 40 reps · 316-266-6574
Financial planning software
72
STEEL GROVE CAPITAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$1.64B RAUM · 7 reps · 901-498-6300 · steelgrove.com
Financial planning software
72
GIBRALTAR CAPITAL MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
$1.35B RAUM · 18 reps · (918) 492-4209 · gibraltar-capital.com
Financial planning software
72
ALPHA CUBED INVESTMENTS, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$3.78B RAUM · 22 reps · (800) 701-2457
Financial planning software
72
ALASKA WEALTH ADVISORS reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
$1.16B RAUM · 16 reps · 907-272-7575
Financial planning software
72
SUMMIT TRAIL ADVISORS, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$19.94B RAUM · 31 reps · 212-812-7010 · summittrail.com
Financial planning software
72
SCS reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.94B RAUM · 32 reps · 425-452-1222
Financial planning software
72
SMITH BROTHERS FINANCIAL, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.11B RAUM · 6 reps · (800) 426-6946 · smithbrothersfs.com
Financial planning software
72
BRIDGEPORT FINANCIAL SOLUTIONS reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.05B RAUM · 9 reps · 877-411-2737 · bridgeport.financial
Financial planning software
72
HORAN WEALTH, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.47B RAUM · 20 reps · 513-745-0707 · horanwealth.com
Financial planning software
70
ADVANCED FINANCIAL STRATEGIES INC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$251.7M RAUM · 6 reps · 949-502-5333 · afsplanning.com
Financial planning software
70
JOHNSON WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$323.4M RAUM · 2 reps · 701-746-8310
Financial planning software
70
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY reports 51-100 financial-planning clients, up from 0. IAPD ↗
$398.4M RAUM · 3 reps · 717-790-9001 · investwithmosaic.com
Financial planning software
70
WEALTH ANALYTICS PARTNERS, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$316.0M RAUM · 4 reps · 858-794-2100 · wealthanalytics.com
Financial planning software
70
HOEY INVESTMENTS, INC. reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$788.3M RAUM · 1 reps · 610-738-4280 · hoeyinvestments.com
Financial planning software
70
THE DALA GROUP, LLC reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$265.2M RAUM · 7 reps · 847-485-0248
Financial planning software
70
SIGNIFICANT WEALTH PARTNERS LLC reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$126.1M RAUM · 5 reps · (847) 639-7830
Financial planning software
70
ENSPYRE WEALTH ADVISORS, INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$217.7M RAUM · 1 reps · 651-203-7920 · enspyrewealth.com
Financial planning software
70
ETHOS CAPITAL MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$155.4M RAUM · 4 reps · 215-968-1820
Financial planning software
70
GLASSY MOUNTAIN ADVISORS, INC. reports 51-100 financial-planning clients, up from 0. IAPD ↗
$369.8M RAUM · 6 reps · (301) 541-8900 · glassymountainadvisors.com
Financial planning software
70
NFWM reports 51-100 financial-planning clients, up from 0. IAPD ↗
$311.9M RAUM · 2 reps · (214) 379-3333
Financial planning software
70
KINGSMAN WEALTH MANAGEMENT INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$235.0M RAUM · 2 reps · 850-565-3780
Financial planning software
70
GREYKASELL WEALTH STRATEGIES, INC. reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$443.2M RAUM · 3 reps · 925-263-9275 · greykasell.com
Financial planning software
70
SALUS FINANCIAL ADVISORS reports 51-100 financial-planning clients, up from 0. IAPD ↗
$262.6M RAUM · 5 reps · (612) 747-9420 · salusfinancialadvisors.com
Financial planning software
70
MOR WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$395.6M RAUM · 3 reps · 267-930-8300 · morwm.com
Financial planning software
70
ALONGSIDE, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$878.6M RAUM · 3 reps · (512) 241-7341
Financial planning software
70
OAKWORTH ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$846.3M RAUM · 19 reps · 205-263-4700 · oakworth.com
Financial planning software
70
PENDULUM WEALTH PARTNERS reports 51-100 financial-planning clients, up from 0. IAPD ↗
$282.8M RAUM · 9 reps · 630-861-6143 · pendulum.partners
Financial planning software
70
GREENSTONE BELT WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$260.1M RAUM · 5 reps · 312-952-6550
Financial planning software
70
3ROOTS WEALTH PARTNERS LLC reports 101-250 financial-planning clients, up from 0. IAPD ↗
$92.6M RAUM · 3 reps · 402-980-1525
Financial planning software
70
MILLER FINANCIAL SERVICES, INC. reports 101-250 financial-planning clients, up from 0. IAPD ↗
$127.0M RAUM · 1 reps · 949-218-9419 · millerfinancialservicesinc.com
Financial planning software
69
INVESTMENT CONSULTING GROUP INC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$2.84B RAUM · 2 reps · 563-322-2322 · investmentconsultinggroupinc.com
Financial planning software
69
PROVIDENT INVESTMENT MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.13B RAUM · 6 reps · 248-380-1700 · investprovident.com
Financial planning software
69
GUIDED CHOICE ASSET MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$8.55B RAUM · 5 reps · 888-675-4532 · 3nickels.com
Financial planning software
69
REBALANCE LLC reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$1.93B RAUM · 6 reps · 650-396-3900
Financial planning software
69
L2 ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$1.27B RAUM · 4 reps · 5083507150 · l2asset.com
Financial planning software
69
WORLD INVESTMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$71.64B RAUM · 471 reps · 800-833-1862
Financial planning software
69
PARKWAY WEALTH MANAGEMENT GROUP, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.22B RAUM · 16 reps · 972-502-9340
Financial planning software
67
WALL CAPITAL GROUP, INC. reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$294.7M RAUM · 3 reps · 623-242-6332 · wallcapitalgroup.com
Financial planning software
67
STERLING CAPITAL MANAGEMENT INC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$296.9M RAUM · 3 reps · 262-970-9700
Financial planning software
67
CLIENTFIRST WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$302.8M RAUM · 2 reps · (501) 603-0406
Financial planning software
67
OMNI 360 WEALTH, INC. reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$425.7M RAUM · 5 reps · 609-452-0889 · omni360advisors.com
Financial planning software
67
BUTTONWOOD FINANCIAL ADVISORS, INC. reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$483.2M RAUM · 5 reps · 410-988-2391 · buttonwoodfa.com
Financial planning software
67
VALPEY FINANCIAL SERVICES LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$226.0M RAUM · 1 reps · 603-856-7945
Financial planning software
67
MANSKE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$707.3M RAUM · 8 reps · (713) 581-1994 · manskewealth.com
Financial planning software
67
REVALUE LLC reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$128.5M RAUM · 4 reps · 888-642-2728
Financial planning software
67
SECURE FINANCIAL MANAGEMENT reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$399.8M RAUM · 4 reps · 210-428-6250
Financial planning software
67
WRENNE FINANCIAL PLANNING LLC reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$297.9M RAUM · 6 reps · 859-538-6044
Financial planning software
67
GRANITE HARBOR ADVISORS, INC. reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$642.1M RAUM · 6 reps · 832-461-0789
Financial planning software
67
WEALTHCOLLAB reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$316.2M RAUM · 1 reps · 206-456-6171
Financial planning software
67
COMPTON WEALTH ADVISORY GROUP, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$800.3M RAUM · 3 reps · 757-351-0741 · comptonwealth.com
Financial planning software
67
17 CAPITAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$246.4M RAUM · 3 reps · (602) 718-1177
Financial planning software
67
ATLAS PRIVATE WEALTH ADVISORS reports 26-50 financial-planning clients, up from 0. IAPD ↗
$859.8M RAUM · 14 reps · (888) 996-2666
Financial planning software
67
GOODMAN ADVISORY GROUP, LLC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$415.5M RAUM · 6 reps · (781) 559-0320
Financial planning software
67
BRICKLEY WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 0. IAPD ↗
$950.1M RAUM · 5 reps · (650) 638-0111
Financial planning software
67
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$342.9M RAUM · 4 reps · (508) 693-8850 · mvinvestmentadvisors.com
Financial planning software
67
MAINSTREAM CAPITAL MANAGEMENT reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$224.0M RAUM · 2 reps · 213-365-6773 · mainstreamcapital.com
Financial planning software
67
PEARL WEALTH LLC reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$156.3M RAUM · 2 reps · (503) 223-2539 · pearlwealthllc.com
Financial planning software
67
CLIENT FIRST CAPITAL, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$269.7M RAUM · 2 reps · 800-310-2828
Financial planning software
67
NEWBORE WEALTH MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 0. IAPD ↗
$200.0M RAUM · 2 reps · 503-657-3143 · newbore-wealth.com
Financial planning software
67
FINANCIAL ADVISORY PARTNERS, LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$377.8M RAUM · 3 reps · 407-478-6314
Financial planning software
67
HARBOR HILLS FINANCIAL ADVISORS reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$128.0M RAUM · 3 reps · 805-698-8172 · harborhillsinc.com
Financial planning software
67
COUNTERWEIGHT PRIVATE WEALTH reports 51-100 financial-planning clients, up from 0. IAPD ↗
$207.2M RAUM · 2 reps · 919-726-6124
Financial planning software
67
POMONA WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$289.8M RAUM · 2 reps · 509-643-6028 · pomonawm.com
Financial planning software
67
OUTRUNNER CAPITAL, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$498.5M RAUM · 3 reps · 512-649-3192 · outrunnercapital.com
Financial planning software
67
HOLISTIC WEALTH ADVISORS reports 26-50 financial-planning clients, up from 0. IAPD ↗
$278.7M RAUM · 6 reps · 518.357.3858 · holisticwealthadvisors.com
Financial planning software
67
SMITH & CO ADVISORY LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$118.5M RAUM · 2 reps · (615) 682-4383 · smithcoadvisory.com
Financial planning software
67
THREE ARCH WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$662.4M RAUM · 3 reps · (949) 400-7107 · threearchwealth.com
Financial planning software
67
WING reports 51-100 financial-planning clients, up from 0. IAPD ↗
$127,775 RAUM · 2 reps · 9492099584 · wing.app
Financial planning software
67
VIAQUEST ADVISORS LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$174.4M RAUM · 3 reps · 281-335-7609 · viaquestfinancial.com
Financial planning software
67
ALTERIS CAPITAL PARTNERS, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$139.5M RAUM · 3 reps · 832-649-8111
Financial planning software
67
WLTH CAPITAL MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 0. IAPD ↗
$229.8M RAUM · 2 reps · 480-795-4475 · wlthcapitalmanagement.com
Financial planning software
67
INTEGRATIVE PLANNING, INC. reports 51-100 financial-planning clients, up from 0. IAPD ↗
$101.4M RAUM · 3 reps · (704) 947-8444 · myintegrativeplanning.com
Financial planning software
67
TEMPO WEALTH reports 26-50 financial-planning clients, up from 0. IAPD ↗
$804.3M RAUM · 5 reps · 440-568-3676 · tempowealth.com
Financial planning software
67
CARDONE WEALTH ADVISORS reports 51-100 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 2 reps · 310-777-0255 · cardonewealthadvisors.com
Financial planning software
66
BALDWIN INVESTMENT MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.30B RAUM · 11 reps · 610-260-1555 · baldwinmgt.com
Financial planning software
66
WASHINGTON TRUST ADVISORS reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$2.39B RAUM · 13 reps · 781-235-7055 · washtrustwealth.com
Financial planning software
66
MAIN STREET RESEARCH LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$2.68B RAUM · 16 reps · 860.435.2350
Financial planning software
66
SANDERSON WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$1.43B RAUM · 11 reps · 716-566-2420 · sandersonllc.com
Financial planning software
66
MIDWEST CAPITAL ADVISORS, LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$1.36B RAUM · 8 reps · 616-454-9600
Financial planning software
66
APRIO WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$4.15B RAUM · 32 reps · 404-892-9651 · wealth.aprio.com
Financial planning software
66
ELGETHUN CAPITAL MANAGEMENT reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$1.14B RAUM · 10 reps · (605) 367-3336 · elgethuncapitalmanagement.com
Financial planning software
66
CUTLER INVESTMENT GROUP reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$1.54B RAUM · 18 reps · 541-770-9000
Financial planning software
66
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$3.31B RAUM · 22 reps · 412-697-5200
Financial planning software
66
INTEGRITY ALLIANCE, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$5.41B RAUM · 322 reps · 877-886-1939 · integritywealth.com
Financial planning software
66
CAPITAL INVESTMENT ADVISORY SERVICES, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$2.39B RAUM · 87 reps · 919-831-2370 · capital-invest.com
Financial planning software
66
ASSET DEDICATION, LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$2.93B RAUM · 5 reps · 866-535-0897
Financial planning software
66
WELLSPRING FINANCIAL PARTNERS reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.22B RAUM · 3 reps · 520-327-1019
Financial planning software
66
SVB WEALTH reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$3.10B RAUM · 36 reps · 6179124485 · firstcitizens.com
Financial planning software
66
GLEN EAGLE ADVISORS, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$1.03B RAUM · 17 reps · 609-631-8231
Financial planning software
66
GILBERT & COOK, INC. reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$1.70B RAUM · 17 reps · (515) 270-6444 · gilbertcook.com
Financial planning software
66
INTEGRITY ADVISORY SOLUTIONS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com
Financial planning software
66
SIMPLICITY WEALTH reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$4.27B RAUM · 190 reps · 844-220-8326
Financial planning software
66
FIFTH THIRD WEALTH ADVISORS LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$7.80B RAUM · 58 reps · (513) 268-8380
Financial planning software
66
BROOKWOOD INVESTMENT GROUP reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$1.25B RAUM · 22 reps · 4803514740 · ckwmg.com
Financial planning software
66
A16Z PERENNIAL MANAGEMENT, L.P. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$2.74B RAUM · 10 reps · (650) 798-5800 · a16z.com
Financial planning software
66
DIVERSIFY ADVISORY SERVICES, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$4.65B RAUM · 110 reps · 801-890.7577 · animascapital.com
Financial planning software
66
KAUFMAN HALL INVESTMENT MANAGEMENT reports 11-25 financial-planning clients, up from 0. IAPD ↗
$2.82B RAUM · 7 reps · 224-7243809 · khim.com
Financial planning software
66
CRUSONIA WEALTH ADVISORS LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$1.18B RAUM · 14 reps · 303-810-6366 · advisorfind.com
Financial planning software
66
BEARING POINT CAPITAL reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$1.11B RAUM · 4 reps · 952-800-6301 · bearingpointcap.com
Financial planning software
66
PITCAIRN reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$5.87B RAUM · 37 reps · 215-881-6144
Financial planning software
66
VERITA STRATEGIC WEALTH PARTNERS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$1.01B RAUM · 5 reps · 4155204345 · veritawealth.com
Financial planning software
66
LAUREL OAK WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$1.40B RAUM · 10 reps · 856-519-0200 · laureloakwealth.com
Financial planning software
64
GARRISON BRADFORD & ASSOCIATES INC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$138.3M RAUM · 3 reps · 212-557-7440 · garrisonbradfordinvestments.com
Financial planning software
64
MONTROSE ADVISORS INC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$670.8M RAUM · 3 reps · 212-888-4747 · montroseadvisors.com
Financial planning software
64
WEBER ASSET MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$651.5M RAUM · 7 reps · 516-326-3299 · weberasset.com
Financial planning software
64
KEELER THOMAS MANAGEMENT LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$305.5M RAUM · 7 reps · 801-226-0800 · keelerthomas.com
Financial planning software
64
JAMES RIVER ASSET MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$273.8M RAUM · 4 reps · 804-323-0517 · jamesriverwealth.com
Financial planning software
64
GLASS JACOBSON WEALTH ADVISORS reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$928.0M RAUM · 9 reps · 443-384-6888 · google.com
Financial planning software
64
GASAWAY INVESTMENT ADVISORS, INC. reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$173.1M RAUM · 4 reps · (269) 324-0080 · gasawayinvestments.com
Financial planning software
64
CRAVENS & COMPANY WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$311.1M RAUM · 3 reps · (931) 528-6865
Financial planning software
64
SARA-BAY FINANCIAL CORP. reports 11-25 financial-planning clients, up from 0. IAPD ↗
$396.8M RAUM · 3 reps · 941-371-8027 · sara-bay.com
Financial planning software
64
JRM INVESTMENT COUNSEL. reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$649.4M RAUM · 3 reps · 402-884-3737 · jrminvestmentcounsel.com
Financial planning software
64
AZZENDO WEALTH ADVISORS reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$173.1M RAUM · 1 reps · 954-986-0633
Financial planning software
64
SOUTH SHORE CAPITAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$272.8M RAUM · 2 reps · 781-740-9310 · sscainvest.com
Financial planning software
64
HT PARTNERS LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$556.3M RAUM · 5 reps · 860-662-4197 · htpartnersfamilywealth.com
Financial planning software
64
BEAUMONT ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$365.2M RAUM · 3 reps · 409-899-9569 · beaumontasset.com
Financial planning software
64
ALLSQUARE WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$307.8M RAUM · 4 reps · (518) 456-8900 · allsquarewealth.com
Financial planning software
64
TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$512.5M RAUM · 7 reps · 248-688-9399 · tmcpa.com
Financial planning software
64
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" reports 11-25 financial-planning clients, up from 0. IAPD ↗
$393.4M RAUM · 4 reps · 888-500-9267 · pro-visionwealth.com
Financial planning software
64
THE CLARK GROUP ASSET MANAGEMENT reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$343.9M RAUM · 3 reps · 949-558-3898
Financial planning software
64
ACORN WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$561.4M RAUM · 5 reps · 810-953-4444 · acornwealthadvisors.com
Financial planning software
64
VISION RETIREMENT reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$633.7M RAUM · 5 reps · 201-447-2212
Financial planning software
64
WARREN STREET WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$656.1M RAUM · 7 reps · 714-876-6200
Financial planning software
64
BENTOAK CAPITAL reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$969.8M RAUM · 19 reps · 817-550-6750 · bentoakcapital.com
Financial planning software
64
WOODSTOCK WEALTH MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$726.6M RAUM · 26 reps · 800-279-4468 · assetmanagementstrategiesllc.com
Financial planning software
64
RIVERWATER PARTNERS LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$660.9M RAUM · 8 reps · 414-858-8000
Financial planning software
64
CENTRAL FAMILY ADVISORS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$608.3M RAUM · 2 reps · 917-993-7115 · cenfam.com
Financial planning software
64
CLF ASSET MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$146.9M RAUM · 5 reps · 8885053956 · clfasset.com
Financial planning software
64
HANKE & APOLONIO WEALTH ADVISORS LLC reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$167.3M RAUM · 2 reps · 415-781-6300
Financial planning software
64
SJHL FINANCIAL GROUP reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$174.5M RAUM · 4 reps · 620-241-1826
Financial planning software
64
FORTIS GROUP ADVISORS LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$822.4M RAUM · 24 reps · 201-383-0630
Financial planning software
64
BLUEBIRD WEALTH MANAGEMENT LLC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$154.0M RAUM · 3 reps · (508) 359-4349
Financial planning software
64
BLUEDOOR PRIVATE WEALTH, LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$337.3M RAUM · 4 reps · 781-810-4604 · bluedoorprivate.com
Financial planning software
64
ADVISORSTRUST PARTNERS LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$435.3M RAUM · 4 reps · 919-298-2458 · jamesfinancialadvisors.com
Financial planning software
64
FOCUSED ALPHA, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$663.9M RAUM · 5 reps · 303-529-5100
Financial planning software
64
MOMENT PRIVATE WEALTH reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$357.2M RAUM · 6 reps · (636) 591-1050 · momentprivatewealth.com
Financial planning software
64
INTEGRITY FINANCIAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$134.9M RAUM · 8 reps · 978-338-4830 · integrityfa.com
Financial planning software
64
BLUEPRINT FINANCIAL ADVISORS reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$966.6M RAUM · 28 reps · 844-200-2568 · fulcrumwealth.com
Financial planning software
64
OPTIMIZE FINANCIAL INC. reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$221.7M RAUM · 3 reps · 949-471-0000
Financial planning software
64
TRADEWINDS, LLC reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$659.4M RAUM · 9 reps · 984.257.9091
Financial planning software
64
THE WEALTH BOUTIQUE reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$120.8M RAUM · 11 reps · 908-955-0077 · clarityfinsolutions.com
Financial planning software
64
ENTREWEALTH reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$326.3M RAUM · 10 reps · 512-240-2244
Financial planning software
64
COGENT PRIVATE WEALTH reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$250.3M RAUM · 5 reps · (407) 887-4965 · cogentprivatewealth.com
Financial planning software
64
HERITAGE FAMILY OFFICES, LLP reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$423.3M RAUM · 3 reps · (602) 775-5400
Financial planning software
64
DOWNTOWN WEALTH STUDIOS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$563.5M RAUM · 4 reps · 888-240-2737
Financial planning software
64
SOCIALTRADER reports 26-50 financial-planning clients, up from 0. IAPD ↗
$73,145 RAUM · 0 reps · 2097328731 · socialtrader.ai
Financial planning software
64
ELYXIUM WEALTH LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$819.0M RAUM · 5 reps · (310) 221-8349*224 · elyxwealth.com
Financial planning software
64
IMPACT CAPITAL PARTNERS LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$625.6M RAUM · 5 reps · 888-304-6722 · impactcapitalpartners.com
Financial planning software
64
FCIG WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$138.4M RAUM · 4 reps · 877-420-5234 · fcigglobal.com
Financial planning software
64
RELATION WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 0. IAPD ↗
$541.2M RAUM · 5 reps · (918) 999-9138 · relationwealth.com
Financial planning software
64
ABUNDANT WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$243.8M RAUM · 3 reps · 203-661-3441 · abundant-wealth.com
Financial planning software
64
SERENITY CAPITAL ADVISORS INC. reports 26-50 financial-planning clients, up from 0. IAPD ↗
$64.3M RAUM · 1 reps · 1-877-975-3383 · serenitycapadvisors.com
Financial planning software
64
PLUM POINTE WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 0. IAPD ↗
$104.7M RAUM · 1 reps · 401-228-8258
Financial planning software
64
MORANGIE MANAGEMENT LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$706.0M RAUM · 4 reps · 908-285-6686 · morangiemanagement.com
Financial planning software
64
LUNIN-PACK PLANNING AND ADVICE, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$32.4M RAUM · 2 reps · 845-265-4300 · lunin-pack.com
Financial planning software
64
SESTANTE FAMILY OFFICE reports 11-25 financial-planning clients, up from 0. IAPD ↗
$433.9M RAUM · 2 reps · 619-268-6279 · sestante.com
Financial planning software
64
ASCENT ADVISORS reports 26-50 financial-planning clients, up from 0. IAPD ↗
$101.0M RAUM · 8 reps · 952-444-3100
Financial planning software
64
ODYSSEY GROUP WEALTH ADVISORS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$420.9M RAUM · 3 reps · 717-553-4722
Financial planning software
64
HYPHEN WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 0. IAPD ↗
$125.6M RAUM · 3 reps · 408 314 7895
Financial planning software
64
SPRING STREET WEALTH reports 26-50 financial-planning clients, up from 0. IAPD ↗
$26.4M RAUM · 1 reps · 917-695-9535 · springstreetwealth.com
Financial planning software
64
PIEDMONT PRIVATE WEALTH, LLC reports 26-50 financial-planning clients, up from 0. IAPD ↗
$105.0M RAUM · 1 reps · 919 452 1370
Financial planning software
63
ESI FINANCIAL ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$2.78B RAUM · 460 reps · 800-344-7437 · equity-services.com
Financial planning software
63
&PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$30.27B RAUM · 439 reps · 615-255-6431 · andpartners.com
Financial planning software
63
INDEPENDENT FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$12.93B RAUM · 476 reps · 858-436-3180 · ifgsd.com
Financial planning software
63
PRUDENT MANAGEMENT ASSOCIATES reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.23B RAUM · 6 reps · 215-994-1062 · prudentmanagement.com
Financial planning software
63
WELLS FARGO ADVISORS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$671.42B RAUM · 7957 reps · 314-875-3000 · wellsfargoadvisors.com
Financial planning software
63
SILVER OAK SECURITIES, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.45B RAUM · 103 reps · 731-668-3825 · silveroaksecurities.com
Financial planning software
63
PALISADE CAPITAL MANAGEMENT, LP reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$3.86B RAUM · 15 reps · (201) 585-7733
Financial planning software
63
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$39.36B RAUM · 47 reps · 310-556-2721
Financial planning software
63
NPF INVESTMENT ADVISORS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.69B RAUM · 13 reps · 616-459-3421 · norrisperne.com
Financial planning software
63
D.F. DENT AND COMPANY, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$7.88B RAUM · 16 reps · 410-837-2544 · dfdent.com
Financial planning software
63
PROFESSIONAL ADVISORY SERVICES INC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.26B RAUM · 9 reps · 772-778-0552 · pa-services.com
Financial planning software
63
KLINGENSTEIN FIELDS ADVISORS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$4.70B RAUM · 18 reps · 212-492-7000
Financial planning software
63
ALBION FINANCIAL GROUP reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.01B RAUM · 14 reps · 801-487-3700 · albionfinancial.com
Financial planning software
63
PHYSICIAN WEALTH ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$2.01B RAUM · 7 reps · 801-747-0800 · pwa.org
Financial planning software
63
BNY MELLON ADVISORS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$33.48B RAUM · 44 reps · 212-495-1784
Financial planning software
63
PARSONS CAPITAL MANAGEMENT INC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.38B RAUM · 12 reps · 401-521-2440 · parsonscapital.com
Financial planning software
63
PERRYMAN FINANCIAL ADVISORY, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.02B RAUM · 6 reps · 972-770-4800 · billperryman.com
Financial planning software
63
HOWARD FINANCIAL SERVICES, LTD. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.40B RAUM · 18 reps · 214-346-0785 · hfs-wm.com
Financial planning software
63
EARNED WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$3.11B RAUM · 33 reps · 925.939.2500
Financial planning software
63
MILLER INVESTMENT MANAGEMENT, LP reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$7.10B RAUM · 7 reps · 610-834-9820 · millerinv.com
Financial planning software
63
SPECTRUM INVESTMENT ADVISORS, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.06B RAUM · 20 reps · 262-238-4010
Financial planning software
63
HCR WEALTH ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.96B RAUM · 9 reps · 310-473-5445
Financial planning software
63
CAPITAL ADVANTAGE, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.28B RAUM · 9 reps · 925-299-1500
Financial planning software
63
CIBC PRIVATE WEALTH ADVISORS, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$67.84B RAUM · 220 reps · 312-368-7700 · vimeo.com
Financial planning software
63
HIGHLAND CONSULTING ASSOCIATES INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$21.93B RAUM · 17 reps · 440-808-1500 · highlandusa.net
Financial planning software
63
NWF ADVISORY SERVICES INC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$6.43B RAUM · 102 reps · 310-475-5854
Financial planning software
63
SARATOGA RESEARCH & INVESTMENT MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$2.51B RAUM · 12 reps · (408) 741-2330 · saratogarim.com
Financial planning software
63
COOKSON PEIRCE WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.56B RAUM · 18 reps · 412-471-5320 · cooksonpeirce.com
Financial planning software
63
GREAT LAKES ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$16.16B RAUM · 37 reps · 312-431-1700 · wintrustwealth.com
Financial planning software
63
CG ADVISORY SERVICES reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$4.64B RAUM · 69 reps · 517-339-7662 · austinfinancial.us
Financial planning software
63
CPC ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.68B RAUM · 17 reps · 404-879-3000 · cpcadvisors.com
Financial planning software
63
IRON GATE GLOBAL ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.32B RAUM · 7 reps · 888-591-0334
Financial planning software
63
SAND HILL GLOBAL ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$4.39B RAUM · 16 reps · 650-854-9150
Financial planning software
63
LYNX INVESTMENT ADVISORY, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.11B RAUM · 0 reps · 202-833-3700
Financial planning software
63
HERITAGE INVESTMENT GROUP, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$2.23B RAUM · 12 reps · 954-785-5400 · heritageinvestment.com
Financial planning software
63
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.84B RAUM · 13 reps · 315-671-0588
Financial planning software
63
VAN HULZEN FINANCIAL ADVISORS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.14B RAUM · 16 reps · (916) 608-4284 · vanhulzenadvisors.com
Financial planning software
63
SAX WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$3.60B RAUM · 37 reps · 973-859-2199
Financial planning software
63
VERITY INVESTMENT PARTNERS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.40B RAUM · 13 reps · 843-379-6661 · verityvip.com
Financial planning software
63
ANTOLINO WEALTH ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.42B RAUM · 10 reps · 614-442-3355
Financial planning software
63
SCHNIEDERS CAPITAL MANAGEMENT, LLC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.06B RAUM · 2 reps · 626.584.6168 · schniederscapital.com
Financial planning software
63
PINKERTON WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.44B RAUM · 16 reps · 800-634-2008
Financial planning software
63
PATHWAY FINANCIAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.65B RAUM · 7 reps · 802-660-7086
Financial planning software
63
JFG FAMILY OFFICE reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$4.53B RAUM · 35 reps · 720-475-1195
Financial planning software
63
KLINGMAN AND ASSOCIATES, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$5.66B RAUM · 14 reps · 212-867-7647 · klingmanria.com
Financial planning software
63
STRAIGHTLINE reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.17B RAUM · 10 reps · 248-269-8366
Financial planning software
63
TORTOISE INVESTMENT MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.07B RAUM · 16 reps · 914-686-0024
Financial planning software
63
CERTUITY, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.30B RAUM · 15 reps · 561-693-3255 · certuity.com
Financial planning software
63
WALDRON PRIVATE WEALTH reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$5.50B RAUM · 47 reps · 412-221-1005
Financial planning software
63
AUREUS ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$8.40B RAUM · 10 reps · 617.728.8900 · aureus-asset.com
Financial planning software
63
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$4.23B RAUM · 17 reps · 617-226-9999 · reyndersmcveigh.com
Financial planning software
63
FOUNDERS FINANCIAL SECURITIES, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$4.14B RAUM · 101 reps · 410-308-9988 · dreambridgeplanning.com
Financial planning software
63
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$9.57B RAUM · 26 reps · (610) 694-0900 · cornerstone-companies.com
Financial planning software
63
J.J. BURNS & COMPANY reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.25B RAUM · 8 reps · 631-390-0500
Financial planning software
63
GREENWICH WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.52B RAUM · 11 reps · 203-618-0100 · greenwichwealth.com
Financial planning software
63
BENEFIT FINANCIAL SERVICES GROUP reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.54B RAUM · 27 reps · 949-955-2552
Financial planning software
63
HECK CAPITAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$11.31B RAUM · 24 reps · 715-361-1500 · heckcapital.com
Financial planning software
63
SUMMIT ROCK ADVISORS, LP reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$26.18B RAUM · 41 reps · 212-993-7150 · summit-rock.com
Financial planning software
63
ADDISON CAPITAL reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.12B RAUM · 3 reps · 215-563-6919
Financial planning software
63
HOLLOW BROOK WEALTH MANAGEMENT LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.37B RAUM · 4 reps · 212-364-1848 · hbwmllc.com
Financial planning software
63
REDHAWK WEALTH ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.46B RAUM · 47 reps · 952-835-4295 · kingdomcalling.com
Financial planning software
63
FORT POINT CAPITAL PARTNERS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$2.89B RAUM · 17 reps · (415) 449-0570 · fortpointcap.com
Financial planning software
63
GARDE CAPITAL, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.65B RAUM · 8 reps · 206-552-7900 · gardecapital.com
Financial planning software
63
ANDINA ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.26B RAUM · 13 reps · (435) 250 3700 · andinaadvisors.com
Financial planning software
63
BALENTINE reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$5.54B RAUM · 25 reps · (404) 537-4800 · balentine.com
Financial planning software
63
NORTHWEST WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.03B RAUM · 14 reps · 877-207-0994
Financial planning software
63
INDEPENDENCE ASSET ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.19B RAUM · 5 reps · 484-433-0848
Financial planning software
63
ASHTON THOMAS PRIVATE WEALTH reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$6.01B RAUM · 63 reps · 602-732-4745
Financial planning software
63
DT INVESTMENT PARTNERS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.91B RAUM · 5 reps · 484-778-4425 · dtinvestmentpartners.com
Financial planning software
63
GENTRUST reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$5.20B RAUM · 18 reps · 305-677-6688
Financial planning software
63
LEGACY FINANCIAL ADVISORS, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.52B RAUM · 12 reps · 859-655-5225 · legacyfinancialadvisors.com
Financial planning software
63
TFO FAMILY OFFICE PARTNERS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$5.04B RAUM · 47 reps · 602-466-2611 · tfopartners.com
Financial planning software
63
ANGELES WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.81B RAUM · 13 reps · 310-393-6300 · angeleswealth.com
Financial planning software
63
ROTHSCHILD WEALTH LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.70B RAUM · 23 reps · 630-448-5711
Financial planning software
63
MARSHALL + STERLING WEALTH ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.59B RAUM · 9 reps · 845-554-1046
Financial planning software
63
ZEVIN ASSET MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.02B RAUM · 9 reps · 617-742-6666 · zevin.com
Financial planning software
63
VESTOR CAPITAL, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$2.28B RAUM · 24 reps · 312-641-2400
Financial planning software
63
APTUS CAPITAL ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$14.14B RAUM · 26 reps · 251-517-7198 · aptuscapitaladvisors.com
Financial planning software
63
INDEPENDENT ADVISOR ALLIANCE, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$17.23B RAUM · 247 reps · 888.430.1555 · bryantandbolick.com
Financial planning software
63
WEALTHSHIELD PARTNERS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.27B RAUM · 13 reps · 919-948-4453 · madisonoakswp.com
Financial planning software
63
FOURSTAR WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.42B RAUM · 37 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
Financial planning software
63
CAPITAL PLANNING ADVISORS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.50B RAUM · 8 reps · 916-286-7650
Financial planning software
63
NEWEDGE ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$43.21B RAUM · 515 reps · 504-459-4391 · pilgreenwealthmanagement.com
Financial planning software
63
GEOMETRIC WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.33B RAUM · 9 reps · (973) 525-4901
Financial planning software
63
GOOD LIFE ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$4.35B RAUM · 88 reps · 407-477-4887
Financial planning software
63
GLOBAL RETIREMENT PARTNERS LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$169.58B RAUM · 442 reps · 415-526-2753
Financial planning software
63
SANCTUARY ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$34.88B RAUM · 380 reps · 317-975-7729
Financial planning software
63
INTRUA FINANCIAL reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.75B RAUM · 38 reps · 713-355-9910
Financial planning software
63
TRILOGY CAPITAL, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$3.21B RAUM · 74 reps · 949-221-8105 · trilogyfs.com
Financial planning software
63
3EDGE ASSET MANAGEMENT, LP reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.95B RAUM · 12 reps · 844-903-3343
Financial planning software
63
CONTINUUM ADVISORY, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.91B RAUM · 32 reps · 2084171933 · clarkstreetfinancial.com
Financial planning software
63
MANHATTAN WEST ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.16B RAUM · 33 reps · 310-341-4585
Financial planning software
63
CLARK ASSET MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.32B RAUM · 6 reps · 603-237-1341
Financial planning software
63
CBIZ INVESTMENT ADVISORY SERVICES, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$12.76B RAUM · 87 reps · 216-447-9000
Financial planning software
63
FROST INVESTMENT SERVICES reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$3.67B RAUM · 111 reps · 210.220.5000
Financial planning software
63
CRESTWOOD ADVISORS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$8.02B RAUM · 56 reps · 617-523-8880
Financial planning software
63
ONE CHARLES PRIVATE WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.09B RAUM · 5 reps · 617-337-4208 · focusfinancialpartners.com
Financial planning software
63
SLATESTONE WEALTH LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.76B RAUM · 19 reps · 561-244-2504
Financial planning software
63
ARKOS GLOBAL ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.15B RAUM · 11 reps · (346) 352-2360
Financial planning software
63
ALERA INVESTMENT ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$5.29B RAUM · 67 reps · (847) 457-3000 · aleragroup.com
Financial planning software
63
ROSSMORE PRIVATE CAPITAL, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.92B RAUM · 7 reps · 860-200-6079 · rossmore.com
Financial planning software
63
HIGH PROBABILITY ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.05B RAUM · 13 reps · 585-485-0135 · highprobabilityadvisors.com
Financial planning software
63
BRANDYWINE OAK PRIVATE WEALTH LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.57B RAUM · 10 reps · (484) 785-0050
Financial planning software
63
DAKOTA WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$6.94B RAUM · 61 reps · (561) 774-8101 · dakotawm.com
Financial planning software
63
MAG CAP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.69B RAUM · 13 reps · 601-362-5872
Financial planning software
63
SUMMIT FINANCIAL, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$22.47B RAUM · 216 reps · 973-285-3600 · lbellwealth.com
Financial planning software
63
TRANSCEND CAPITAL ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.91B RAUM · 27 reps · (973) 370-3203
Financial planning software
63
HOHIMER WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.26B RAUM · 10 reps · 206-709-5955
Financial planning software
63
EVOKE ADVISORS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$17.29B RAUM · 25 reps · 424-372-1776
Financial planning software
63
AMERICANA PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$9.10B RAUM · 34 reps · 713-429-5552 · americanapartners.podbean.com
Financial planning software
63
WILLIAMS JONES WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$12.47B RAUM · 24 reps · 212-935-8750 · focusfinancialpartners.com
Financial planning software
63
VENTURE VISIONARY PARTNERS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$5.24B RAUM · 18 reps · (419) 464-7401
Financial planning software
63
NEW EDGE WEALTH reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$19.93B RAUM · 99 reps · 2034242262
Financial planning software
63
CYNDEO WEALTH PARTNERS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$3.15B RAUM · 27 reps · (727) 472-3700 · cyndeowp.com
Financial planning software
63
NEW REPUBLIC PARTNERS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$3.03B RAUM · 21 reps · 704-626-1526 · newrepublicpartners.com
Financial planning software
63
NAVITER WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.60B RAUM · 13 reps · (501) 333-9800 · naviterwealth.com
Financial planning software
63
SNOWWATER INVESTMENT PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.30B RAUM · 2 reps · (203) 997-6670 · snowwaterinvestments.com
Financial planning software
63
NEXT LEVEL PRIVATE LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.37B RAUM · 10 reps · (914) 431-5255
Financial planning software
63
GDS WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.81B RAUM · 22 reps · 469-212-8072 · gdswealth.com
Financial planning software
63
CASSADAY & COMPANY, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$7.14B RAUM · 32 reps · 703-506-8200
Financial planning software
63
AZIMUTH CAPITAL MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$3.99B RAUM · 9 reps · 248-433-4000 · azimuthcap.com
Financial planning software
63
APOLLON FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.45B RAUM · 18 reps · 843-579-0018 · apollonfinancial.com
Financial planning software
63
ETHOS FINANCIAL GROUP, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.14B RAUM · 27 reps · 610-822-5246 · ethosfg.com
Financial planning software
63
SYON CAPITAL LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$4.38B RAUM · 5 reps · 415-520-7966 · syoncap.com
Financial planning software
63
GATEWAY WEALTH PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.28B RAUM · 83 reps · (920) 731-9293
Financial planning software
63
TITLEIST ASSET MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$2.66B RAUM · 25 reps · 210-826-2424 · mosaicfinancialadvisers.com
Financial planning software
63
UNITED ADVISOR GROUP reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.43B RAUM · 51 reps · 888-242-4912 · orcuttfinancial.com
Financial planning software
63
GC WEALTH MANAGEMENT RIA, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$5.83B RAUM · 34 reps · 617-234-7000 · generalcatalyst.com
Financial planning software
63
CAPITAL INVESTMENT COUNSEL, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.35B RAUM · 5 reps · (303) 381-0200
Financial planning software
63
ALLEGIANT WEALTH ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.17B RAUM · 2 reps · (918) 623-4500 · allegiantwealth.com
Financial planning software
63
WELLTH ADVISORY SERVICES, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$26.68B RAUM · 73 reps · 866-777-4015 · srpretire.com
Financial planning software
63
CASTLE ROCK ADVISORS LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.38B RAUM · 27 reps · 617-227-0050
Financial planning software
63
A&M PRIVATE WEALTH PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.83B RAUM · 23 reps · 561-268-0900 · ampwp.com
Financial planning software
63
BURLING WEALTH PARTNERS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.00B RAUM · 7 reps · 1-312-825-0262 · burlingwp.com
Financial planning software
63
INDIVISIBLE PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.55B RAUM · 13 reps · 732-306-5490 · linkedin.company
Financial planning software
63
LATHROP INVESTMENT MANAGEMENT COMPANY reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.01B RAUM · 3 reps · 501-227-4930 · limc.com
Financial planning software
63
STONEBRIDGE FINANCIAL GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.40B RAUM · 7 reps · 314-729-9500 · stonebridgefin.com
Financial planning software
61
M. E. ALLISON & CO., INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$366.4M RAUM · 10 reps · 210-930-4000 · meallison.com
Financial planning software
61
ONEAMERICA SECURITIES, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$306.1M RAUM · 306 reps · 877-285-3863 · oneamericasecurities.com
Financial planning software
61
ALLEGHENY INVESTMENTS reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$742.1M RAUM · 14 reps · 412-367-3880
Financial planning software
61
GILL CAPITAL PARTNERS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$862.4M RAUM · 10 reps · 303-296-6260 · gillinvest.com
Financial planning software
61
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$933.7M RAUM · 5 reps · 208-336-1422 · mountain-pacific.com
Financial planning software
61
CLARITI WEALTH ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$797.6M RAUM · 6 reps · 302-994-4444
Financial planning software
61
PLANNED SOLUTIONS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$671.0M RAUM · 6 reps · 916-361-0100 · plannedsolutions.com
Financial planning software
61
FUTURE FINANCES INC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$304.6M RAUM · 2 reps · 614-888-7526 · futurefinances.com
Financial planning software
61
TARBOX FAMILY OFFICE, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$953.7M RAUM · 6 reps · 949-721-2330 · tarbox.com
Financial planning software
61
CHATHAM CAPITAL GROUP INC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$878.1M RAUM · 5 reps · 912-691-2320
Financial planning software
61
VAN STRUM & TOWNE INC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$483.0M RAUM · 3 reps · 415-981-3455 · vanstrum.com
Financial planning software
61
SMITHBRIDGE ASSET MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$830.7M RAUM · 5 reps · 610-361-9141
Financial planning software
61
MONEY MANAGEMENT SERVICES INC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$442.7M RAUM · 7 reps · 205-871-7526 · mmsfamily.com
Financial planning software
61
GRANT STREET ASSET MANAGEMENT INC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$768.9M RAUM · 7 reps · 412-257-8060
Financial planning software
61
AVALON CAPITAL MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$582.2M RAUM · 3 reps · 650-306-1500 · avaloncapital.com
Financial planning software
61
FAGAN ASSOCIATES INC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$940.7M RAUM · 3 reps · (518) 279-1044
Financial planning software
61
KELMAN LAZAROV INC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$894.6M RAUM · 13 reps · 901-685-8284 · kelman-lazarov.com
Financial planning software
61
PARK PLACE CAPITAL CORPORATION reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$879.2M RAUM · 7 reps · 800-459-9084 · nashcap.com
Financial planning software
61
AUXIER ASSET MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$946.1M RAUM · 6 reps · 503-885-8807 · auxierasset.com
Financial planning software
61
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$918.6M RAUM · 9 reps · 508-471-4431 · white-lighthouse.com
Financial planning software
61
FINANCIAL CONSULTANTS GROUP INC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$188.2M RAUM · 4 reps · 770-627-2121
Financial planning software
61
THE ADVISORY GROUP OF SAN FRANCISCO, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$809.9M RAUM · 5 reps · 415-977-1200
Financial planning software
61
HALL CAPITAL MANAGEMENT COMPANY, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$411.6M RAUM · 3 reps · (401) 245-0049 · hallcapitalmgmt.com
Financial planning software
61
JOHN E. SESTINA AND COMPANY reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$744.0M RAUM · 12 reps · 614.326.3077 · managingtobewealthy.com
Financial planning software
61
TOWER VIEW WEALTH MANAGEMENT LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$317.9M RAUM · 4 reps · 414-253-4096
Financial planning software
61
MARK SHEPTOFF FINANCIAL PLANNING LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$466.5M RAUM · 1 reps · 860-734-1090 · marksheptoff.com
Financial planning software
61
PRIVATE ASSET MANAGEMENT INC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$109.5M RAUM · 4 reps · 425-213-1600
Financial planning software
61
RIVERPLACE CAPITAL MANAGEMENT INC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$267.4M RAUM · 4 reps · 904-346-3460 · riverplacecapital.com
Financial planning software
61
REDW WEALTH LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$869.2M RAUM · 9 reps · 505-998-3200
Financial planning software
61
ROBERTS, GLORE & CO. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$938.4M RAUM · 5 reps · 224-330-6980
Financial planning software
61
STUART INVESTMENT ADVISORS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$630.5M RAUM · 2 reps · 512-478-2275
Financial planning software
61
MERIDIAN INVESTMENT ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$861.6M RAUM · 4 reps · 501-663-7055 · linkedin.com - meridian investment advisors
Financial planning software
61
BRANDON FINANCIAL PLANNING, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$434.9M RAUM · 3 reps · 901-324-6600 · brandonplanning.com
Financial planning software
61
CMG CAPITAL MANAGEMENT GROUP, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$256.5M RAUM · 8 reps · 610-989-9090 · cmgprivatewealth.com
Financial planning software
61
STEPHENSON AND COMPANY, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$447.0M RAUM · 3 reps · 949-727-4255 · stephensonfinancial.com
Financial planning software
61
CORRADO ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$252.8M RAUM · 5 reps · 201-661-6600
Financial planning software
61
MADDEN ADVISORY SERVICES, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$291.7M RAUM · 2 reps · 904-296-1127
Financial planning software
61
MWA FINANCIAL SERVICES, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$640.0M RAUM · 164 reps · 309-558-3100
Financial planning software
61
ADVISORS MANAGEMENT GROUP INC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$819.6M RAUM · 12 reps · 608-782-0200 · advisorsmanagement.com
Financial planning software
61
DEW WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$464.7M RAUM · 24 reps · 480-614-9119
Financial planning software
61
AMERICAN MONEY MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$844.0M RAUM · 11 reps · 858-755-0909 · divorcefinancialconsulting.com
Financial planning software
61
MUSTARD SEED WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$449.4M RAUM · 9 reps · 870-234-1618 · msfwm.com
Financial planning software
61
CASTLE WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$430.1M RAUM · 6 reps · 561-686-9604
Financial planning software
61
ANDREWS ADVISORY ASSOCIATES, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$268.6M RAUM · 4 reps · 808-521-4015
Financial planning software
61
KASSOUF WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$471.3M RAUM · 6 reps · 205-776-0100 · kassoufwealth.com
Financial planning software
61
CARMEL CAPITAL PARTNERS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$434.3M RAUM · 5 reps · 858-457-7544
Financial planning software
61
GEM ASSET MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$628.1M RAUM · 4 reps · 734-737-9108
Financial planning software
61
CORNERSTONE WEALTH ADVISORS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$608.7M RAUM · 8 reps · (952) 920-3900 · cornerstonewealthadvisors.com
Financial planning software
61
MCLAUGHLIN ASSET MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$176.1M RAUM · 4 reps · 217-442-6484
Financial planning software
61
HIGHLAND FINANCIAL ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$640.0M RAUM · 7 reps · 973-557-2933
Financial planning software
61
PRUDENT INVESTORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$515.8M RAUM · 3 reps · 760-597-9255
Financial planning software
61
CONFIDENCE WEALTH MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$454.1M RAUM · 8 reps · 310-824-1000
Financial planning software
61
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$258.5M RAUM · 2 reps · 402-391-1021 · nabityjensen.com
Financial planning software
61
ALJEN ASSET MANAGEMENT LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$230.2M RAUM · 2 reps · 973-316-1212 · aljenam.com
Financial planning software
61
HOGANTAYLOR WEALTH reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$592.8M RAUM · 6 reps · 918.388.2690 · hogantaylorwealth.com
Financial planning software
61
HURLEY CAPITAL, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$326.1M RAUM · 2 reps · 212-605-0665 · hurleycapital.com
Financial planning software
61
ABG CONSULTANTS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$697.4M RAUM · 3 reps · 801-486-5069 · consultabg.com
Financial planning software
61
SENESCHAL FAMILY OFFICE reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$301.3M RAUM · 3 reps · (253) 460-3430 · seneschalfamilyoffice.com
Financial planning software
61
CRANBROOK WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$906.8M RAUM · 5 reps · 248-362-0900 · cranbrookwealth.com
Financial planning software
61
WESTWOOD WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$749.5M RAUM · 14 reps · 2147566900
Financial planning software
61
MONARCH WEALTH STRATEGIES reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$463.5M RAUM · 7 reps · (805) 564-0800
Financial planning software
61
BAUGH & ASSOCIATES, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$294.2M RAUM · 2 reps · 404-256-0268 · baughandassociates.com
Financial planning software
61
Q3 ASSET MANAGEMENT CORPORATION reports 1-10 financial-planning clients, up from 0. IAPD ↗
$794.7M RAUM · 7 reps · (248) 566-1122
Financial planning software
61
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$275.4M RAUM · 5 reps · (541) 248-2052
Financial planning software
61
STONE HOUSE INVESTMENT MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$841.7M RAUM · 17 reps · (570) 836-7020
Financial planning software
61
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$400.1M RAUM · 3 reps · 386-253-1980 · kswwealthmanagement.com
Financial planning software
61
BEMANAGED reports 1-10 financial-planning clients, up from 0. IAPD ↗
$410.0M RAUM · 3 reps · 616.871.0751 · bemanaged.com
Financial planning software
61
OAK LANE ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$446.3M RAUM · 8 reps · 801-335-8200
Financial planning software
61
ARTIFEX FINANCIAL GROUP, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$328.7M RAUM · 5 reps · 855-752-6644 · artifexfinancial.com
Financial planning software
61
INTEGRATED WEALTH MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$254.1M RAUM · 6 reps · 330-896-1644 · iwmgameplan.com
Financial planning software
61
MERIT FINANCIAL PARTNERS LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$308.2M RAUM · 5 reps · 718-898-0871 · meritfinancialpartners.com
Financial planning software
61
ASSETBUILDER, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$812.7M RAUM · 7 reps · 972-535-4040
Financial planning software
61
TRUE WEALTH DESIGN, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$494.0M RAUM · 8 reps · (330) 777-0688
Financial planning software
61
BROADVIEW FINANCIAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$699.2M RAUM · 7 reps · 414-390-1492 · unbiasedfeeonly.com
Financial planning software
61
SECURE ASSET MANAGEMENT, L.L.C. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$870.6M RAUM · 55 reps · 248-414-1562 · nevillefinancial.com
Financial planning software
61
HELMSTAR WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$785.6M RAUM · 8 reps · 208-429-0800
Financial planning software
61
CORNELL POCHILY INVESTMENT ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$654.4M RAUM · 5 reps · 607-391-7080 · cornellpochily.com
Financial planning software
61
SIDOXIA CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$149.0M RAUM · 2 reps · 949-258-4322 · sidoxia.com
Financial planning software
61
INTEGRAL WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$673.9M RAUM · 5 reps · 209-633-3101
Financial planning software
61
PRINCETON GLOBAL ASSET MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$921.3M RAUM · 17 reps · 609-945-1781 · princetonglobal.com
Financial planning software
61
AGH WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$456.3M RAUM · 6 reps · 316-267-3220
Financial planning software
61
VISTICA WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$260.1M RAUM · 5 reps · 760-854-4003
Financial planning software
61
COURAGE MILLER PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$480.7M RAUM · 3 reps · 757-390-3100
Financial planning software
61
DAVIS CAPITAL MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$259.0M RAUM · 4 reps · 904-223-0510
Financial planning software
61
MONTE FINANCIAL GROUP, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$482.4M RAUM · 7 reps · 203-453-6851
Financial planning software
61
KUBHERA ENTERPRISES LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$275.5M RAUM · 4 reps · 609-799-5900 · kubhera.com
Financial planning software
61
WILLOW GROVE ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$369.8M RAUM · 5 reps · 510-705-1693 · willowgroveadvisors.com
Financial planning software
61
FIRST FINANCIAL COACHING, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$670.6M RAUM · 14 reps · 586-463-1880 · firstfinancialcoach.com
Financial planning software
61
ETESIAN WEALTH ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$503.3M RAUM · 6 reps · 503-387-3615
Financial planning software
61
AVONDALE WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$326.7M RAUM · 3 reps · 512-505-8148 · avondalewealth.com
Financial planning software
61
COGENT STRATEGIC WEALTH LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$336.0M RAUM · 2 reps · 312-382-8388
Financial planning software
61
CONTINUUM WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$345.6M RAUM · 5 reps · 518-583-4050
Financial planning software
61
PATHWAYS WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$287.0M RAUM · 3 reps · 937-552-9765 · pathwayswm.com
Financial planning software
61
INTEGRITY INVESTMENT ADVISORS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$394.3M RAUM · 2 reps · 303-549-4720
Financial planning software
61
MBIA CAPITAL ADVISORS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$290.2M RAUM · 4 reps · 513-324-2201
Financial planning software
61
BROWN FINANCIAL ADVISORY reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$468.2M RAUM · 6 reps · 251-928-9498
Financial planning software
61
TRICORD ADVISORS, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$431.5M RAUM · 5 reps · 951-684-7011 · tricordadvisors.com
Financial planning software
61
ALPHA SOLUTIONS INVESTMENT ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$397.1M RAUM · 4 reps · 415-882-7088
Financial planning software
61
CARSONALLARIA WEALTH MANAGEMENT, LTD. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$791.8M RAUM · 6 reps · 618-288-9505
Financial planning software
61
STONEMARK WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$609.8M RAUM · 8 reps · 626-304-9888 · stonemarkwealth.com
Financial planning software
61
BARNETT CAPITAL ADVISORS LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$161.1M RAUM · 2 reps · 305-328-8538 · barnettcapitaladvisors.com
Financial planning software
61
PACIFIC CAPITAL reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$668.6M RAUM · 6 reps · 844-777-8777
Financial planning software
61
ROI FINANCIAL reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$264.2M RAUM · 5 reps · 503-941-5925
Financial planning software
61
ROTHSCHILD CAPITAL PARTNERS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$469.7M RAUM · 5 reps · 212-931-5303
Financial planning software
61
MORRIS & WELLS WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$987.9M RAUM · 2 reps · 434-977-7010 · morrisandwells.com
Financial planning software
61
CORE WEALTH MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$404.7M RAUM · 3 reps · 561-491-0231 · core-wm.com
Financial planning software
61
ACCRETIVE WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$290.7M RAUM · 3 reps · 925-365-1533
Financial planning software
61
PREVAIL WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$260.8M RAUM · 1 reps · 425-448-1818 · prevailwealth.com
Financial planning software
61
AAF WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$727.6M RAUM · 6 reps · 508-366-9100
Financial planning software
61
MOSAIC ADVISORS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$580.5M RAUM · 16 reps · 713-980-4100
Financial planning software
61
STEEL TOWER INVESTMENTS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$258.7M RAUM · 4 reps · 412-586-2060 · upswia.com
Financial planning software
61
PEAK WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$446.0M RAUM · 3 reps · 734-681-7575
Financial planning software
61
CASCADES CAPITAL ASSET MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$383.3M RAUM · 3 reps · 336-404-4746 · cascadescapital.com
Financial planning software
61
TL PRIVATE WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$364.5M RAUM · 4 reps · 682-831-1048
Financial planning software
61
BYRNE FINANCIAL FREEDOM, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$546.4M RAUM · 6 reps · 508-528-9366 · byrnefinancialfreedom.com
Financial planning software
61
EVERMONT WEALTH reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$333.9M RAUM · 3 reps · 909-296-7977 · letsmakeaplan.org
Financial planning software
61
COHEN INVESTMENT ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$259.3M RAUM · 4 reps · (603) 232-8350
Financial planning software
61
360 FINANCIAL reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$700.5M RAUM · 9 reps · 952-542-8900
Financial planning software
61
O'CONNOR FINANCIAL GROUP LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$275.3M RAUM · 3 reps · (217) 223-0113
Financial planning software
61
TALLWOODS PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$569.4M RAUM · 2 reps · 312-283-3697 · tallwoods.com
Financial planning software
61
MBM WEALTH CONSULTANTS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$476.7M RAUM · 6 reps · (636) 274-6262 · mbmwealth.com
Financial planning software
61
FINANCIAL COACH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$397.3M RAUM · 5 reps · 484-887-0452
Financial planning software
61
POWERS ADVISORY GROUP, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$329.5M RAUM · 3 reps · 618-654-6262 · powersinvest.com
Financial planning software
61
KEELER & NADLER FAMILY WEALTH reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$609.9M RAUM · 9 reps · 614-791-4123
Financial planning software
61
AUOUR INVESTMENTS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$378.0M RAUM · 4 reps · 978-338-4830 · auour.com
Financial planning software
61
MIRADOR CAPITAL PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$934.3M RAUM · 7 reps · 925-621-1000
Financial planning software
61
VANTAGE WEALTH PLANNING reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$264.7M RAUM · 3 reps · 775-502-8484 · vantagewealthplanning.com
Financial planning software
61
TRED AVON FAMILY WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$431.9M RAUM · 2 reps · 410-310-2064 · tredavonfamilywealth.com
Financial planning software
61
CORE WEALTH ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$702.1M RAUM · 9 reps · 863-904-4745 · followthegameplan.com
Financial planning software
61
LEGACY WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$629.0M RAUM · 39 reps · 208-955-0500
Financial planning software
61
IRONWOOD WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$607.7M RAUM · 6 reps · 480-776-5960
Financial planning software
61
CASTLEPOINT WEALTH ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$751.4M RAUM · 8 reps · 405-705-2906
Financial planning software
61
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$694.3M RAUM · 27 reps · 860.973.3214
Financial planning software
61
FLOYD FINANCIAL GROUP LLC reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$164.5M RAUM · 2 reps · 417-889-7233
Financial planning software
61
GENCAP PORTFOLIO MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$420.4M RAUM · 8 reps · (415) 797-6003 · frontrowadvisors.com
Financial planning software
61
GATES PASS ADVISORS, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$207.6M RAUM · 2 reps · 650-797-0280
Financial planning software
61
STEWARDSHIP ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$545.2M RAUM · 10 reps · (717) 492-4787 · mystewardshipadvisor.com
Financial planning software
61
PANDOWEALTH. LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$500.3M RAUM · 13 reps · 678-712-6656 · cfa401k.com
Financial planning software
61
CWP PRIVATE WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$276.1M RAUM · 3 reps · 262-226-2729 · cwpwealth.com
Financial planning software
61
MARQUETTE WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$871.6M RAUM · 3 reps · 612-661-3770
Financial planning software
61
HURLOW WEALTH MANAGEMENT GROUP, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$794.4M RAUM · 10 reps · (812) 333-4726 · hurlowwealth.com
Financial planning software
61
SWEENEY & MICHEL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$752.6M RAUM · 3 reps · (530) 487-1777
Financial planning software
61
BECK BODE LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$666.4M RAUM · 16 reps · 617-209-2224
Financial planning software
61
WHIPPLEWOOD ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$324.5M RAUM · 6 reps · 303-551-8016
Financial planning software
61
MERCURIO WEALTH ADVISORS reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$141.1M RAUM · 3 reps · (502) 253-9366
Financial planning software
61
DECKER RETIREMENT PLANNING INC. reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$359.9M RAUM · 7 reps · 855-425-4566
Financial planning software
61
RAREVIEW CAPITAL LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$537.5M RAUM · 2 reps · 212-475-8664
Financial planning software
61
QUAKER WEALTH MANAGEMENT LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$449.3M RAUM · 4 reps · 856-222-0110
Financial planning software
61
DENVER WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$529.8M RAUM · 9 reps · (303) 261-8015
Financial planning software
61
GOALVEST ADVISORY LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$777.6M RAUM · 7 reps · (646) 941-8458
Financial planning software
61
SFG WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$760.2M RAUM · 10 reps · 410-825-3200
Financial planning software
61
SUMMIT WEALTH AND RETIREMENT PARTNERS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$978.1M RAUM · 7 reps · (925) 927-1900 · summitwealthandretirement.com
Financial planning software
61
COMMONWEALTH RETIREMENT INVESTMENTS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$377.0M RAUM · 5 reps · 804-282-1238
Financial planning software
61
INDEPENDENT WEALTH NETWORK, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$518.4M RAUM · 30 reps · 515-461-5123 · kramerwealthadvisory.com
Financial planning software
61
ROBBINS FARLEY LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$252.9M RAUM · 4 reps · 603-703-0255
Financial planning software
61
CROSS FINANCIAL ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$481.8M RAUM · 11 reps · (503) 430-0563 · crossfinancialmgmt.com
Financial planning software
61
LIBRA WEALTH LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$639.8M RAUM · 4 reps · (408) 721-1633 · librawealth.com
Financial planning software
61
MAYPORT WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$694.9M RAUM · 2 reps · 617-545-5700 · mayport.com
Financial planning software
61
MOMENTOUS WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$409.9M RAUM · 7 reps · 360-597-4570
Financial planning software
61
KNOX WEALTH PARTNERS ADVISORY reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$272.9M RAUM · 7 reps · (865) 291-2422
Financial planning software
61
FINANCIAL STRATEGIES GROUP, INC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$677.4M RAUM · 7 reps · (800) 804-0420
Financial planning software
61
LIVELIFE CAPITAL PARTNERS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$372.1M RAUM · 6 reps · (978) 315-0230
Financial planning software
61
LITTLE HOUSE CAPITAL, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$675.2M RAUM · 7 reps · 617-545-5600 · littlehousecapital.com
Financial planning software
61
FORTRESS PRIVATE LEDGER, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$584.0M RAUM · 13 reps · 919-322-2761 · myept.com
Financial planning software
61
FINIVI INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$308.4M RAUM · 8 reps · (508) 870-0440
Financial planning software
61
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$459.5M RAUM · 4 reps · 9379567875 · bstwealthadvisors.com
Financial planning software
61
ARKFELD WEALTH STRATEGIES, L.L.C. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$538.0M RAUM · 5 reps · 402-933-1970 · arkfeldwealth.com
Financial planning software
61
STEPHEN J. GARRY & ASSOCIATES, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$142.6M RAUM · 3 reps · 516-280-5588 · stephengarrywealthmgmt.com
Financial planning software
61
KAMICHU WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$258.1M RAUM · 1 reps · (702) 324-4324
Financial planning software
61
WEALTHSPAN PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$451.1M RAUM · 5 reps · (563) 723-7301 · wealthspanpartners.com
Financial planning software
61
SANDBOX FINANCIAL PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$681.7M RAUM · 8 reps · (301) 214-4190
Financial planning software
61
HASSELL WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$387.4M RAUM · 6 reps · 985-868-9881
Financial planning software
61
KEY CLIENT FIDUCIARY ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$896.3M RAUM · 10 reps · 973-244-4142 · keyclientfa.com
Financial planning software
61
VIRTUS FAMILY OFFICE reports 1-10 financial-planning clients, up from 0. IAPD ↗
$726.9M RAUM · 2 reps · 915-730-3885
Financial planning software
61
APPLE TREE ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$151.9M RAUM · 6 reps · 260-637-7278 · appletreefinancialgroup.com
Financial planning software
61
VEERY CAPITAL, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$971.4M RAUM · 6 reps · (302) 660-3350 · veerycapital.com
Financial planning software
61
HILTON HEAD CAPITAL PARTNERS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$409.5M RAUM · 6 reps · 843-790-7573
Financial planning software
61
FOUNDRY FINANCIAL LLC reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$232.6M RAUM · 5 reps · (213) 802-8662
Financial planning software
61
OPENAIR FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$318.0M RAUM · 7 reps · 214-233-6059 · openairfinancial.com
Financial planning software
61
RANCH CAPITAL ADVISORS INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$385.5M RAUM · 7 reps · (941) 462-2666 · ranchcap.com
Financial planning software
61
DAHRING | CUSMANO AND ASSOCIATES reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$781.4M RAUM · 9 reps · 248-348-0100 · dca401k.com
Financial planning software
61
EQUINUM, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$566.0M RAUM · 5 reps · 718-480-5600
Financial planning software
61
DEW POINT CAPITAL reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$513.2M RAUM · 2 reps · 410-258-2174 · dewpointcap.com
Financial planning software
61
BURKHOLDER WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$379.9M RAUM · 6 reps · 918-727-7100
Financial planning software
61
LOFTIN WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$344.5M RAUM · 6 reps · (888) 556-3846
Financial planning software
61
BLACK KNIGHT WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com
Financial planning software
61
BLUE ZONE WEALTH ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$770.0M RAUM · 6 reps · (310) 310-2789 · bluezoneadvisory.com
Financial planning software
61
SYNERGY INVESTMENT MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$681.5M RAUM · 16 reps · 321-203-4458 · synergywealthalliance.com
Financial planning software
61
STONECROP WEALTH ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$299.5M RAUM · 6 reps · 610-628-0035
Financial planning software
61
DELAWARE WEALTH PLANNERS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$255.6M RAUM · 3 reps · 302-254-2400
Financial planning software
61
LIGHTHOUSE WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$246.8M RAUM · 2 reps · 717-346-6333
Financial planning software
61
BR WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$328.8M RAUM · 5 reps · 208-258-2540 · brwealthmgmt.com
Financial planning software
61
RIDGELINE WEALTH PLANNING LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$259.6M RAUM · 5 reps · (937)-739-3744 · ridgelinewealthplanning.com
Financial planning software
61
COHESION WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$171.0M RAUM · 3 reps · 303-442-3670 · cohesionwm.com
Financial planning software
61
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$264.7M RAUM · 3 reps · 971-371-3444 · meritwealth.com
Financial planning software
61
STARK WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$262.5M RAUM · 4 reps · 610-419-9894 · starkfinancialgroup.com
Financial planning software
61
SAN LUIS WEALTH ADVISORS reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$760.0M RAUM · 4 reps · 805-810-0002 · sanluiswealth.com
Financial planning software
61
VON BORSTEL & ASSOCIATES reports 1-10 financial-planning clients, up from 0. IAPD ↗
$680.2M RAUM · 3 reps · 541-296-6669
Financial planning software
61
RISE ADVISORS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$441.2M RAUM · 7 reps · 585-565-3444
Financial planning software
61
PACK PRIVATE WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$326.2M RAUM · 2 reps · (952) 563-9811 · packprivatewealth.com
Financial planning software
61
INSTRUMENTAL WEALTH, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$508.0M RAUM · 5 reps · 813-578-7001
Financial planning software
61
CERRO PACIFIC WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$531.6M RAUM · 4 reps · 805-457-3300
Financial planning software
61
MISSION FINANCIAL GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$310.9M RAUM · 5 reps · 808-445-9965 · missionfinancial.com
Financial planning software
61
REGENCY CAPITAL MANAGEMENT INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$364.1M RAUM · 2 reps · 808-451-3193
Financial planning software
61
CABIN ADVISORS, LLC reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$220.2M RAUM · 13 reps · 913-933-3351 · financialarchitects.com
Financial planning software
61
SOUTHWEST INVESTMENT ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$386.9M RAUM · 5 reps · 520-544-2500 · siatucson.com
Financial planning software
61
WHEELHOUSE ADVISORY GROUP, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$388.1M RAUM · 8 reps · 636-400-7889 · wheelhouseretirement.com
Financial planning software
61
PARAGON PRIVATE WEALTH MANAGEMENT LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$457.9M RAUM · 2 reps · 859-300-3985 · paragonmgmt.com
Financial planning software
61
FINANCIAL DESIGNS WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$261.2M RAUM · 4 reps · 786-388-0070
Financial planning software
61
OLISTICO WEALTH, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$371.5M RAUM · 4 reps · 918-863-2005 · olisticowealth.com
Financial planning software
61
POWER WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$429.9M RAUM · 5 reps · 404-889-8919
Financial planning software
61
SMART WEALTH, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$632.3M RAUM · 17 reps · 402-369-7777
Financial planning software
61
INTERGY PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$602.6M RAUM · 3 reps · 719-413-8820
Financial planning software
61
CLOUD CAPITAL MANAGEMENT reports 1-10 financial-planning clients, up from 0. IAPD ↗
$300.2M RAUM · 5 reps · 8007954303 · cloudcapital.us
Financial planning software
61
UNCONVENTIONAL INVESTOR, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$302.5M RAUM · 2 reps · (415) 235-3729 · unconventionalinvestor.com
Financial planning software
61
HOXTON PLANNING & MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$591.5M RAUM · 4 reps · 304-876-2619
Financial planning software
61
RIALTO WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$625.9M RAUM · 6 reps · 315-992-9129
Financial planning software
61
BALLAST ROCK PRIVATE WEALTH reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$405.7M RAUM · 8 reps · (800) 204-2513 · ballastrockpw.com
Financial planning software
61
AMERITY WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$338.8M RAUM · 16 reps · (863) 683-1750 · ameritywm.com
Financial planning software
61
EQ WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$617.0M RAUM · 4 reps · 214-389-6750 · eqwealthadv.com
Financial planning software
61
ENCOMPASS MORE ASSET MANAGEMENT LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$984.9M RAUM · 85 reps · 925-272-8850 · encompassmore.com
Financial planning software
61
UNIQUE WEALTH STRATEGIES reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$381.5M RAUM · 4 reps · 630-318-0565
Financial planning software
61
VARRA FINANCIAL reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$305.6M RAUM · 7 reps · 303 665 2822
Financial planning software
61
CENTERPOINT ADVISORY GROUP, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$276.3M RAUM · 5 reps · 913-685-3001 · centerpointadvisory.com
Financial planning software
61
WEALTH MORE ENTERPRISE, INC. reports 11-25 financial-planning clients, up from 0. IAPD ↗
$99,736 RAUM · 6 reps · 888-303-6361 · joinwealthmore.com
Financial planning software
61
NAVIQUANT reports 11-25 financial-planning clients, up from 0. IAPD ↗
$199.3M RAUM · 1 reps · (503) 476-7811 · naviquant.com
Financial planning software
61
THE PINES WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$485.9M RAUM · 2 reps · (910) 475-8312 · thepineswealth.com
Financial planning software
61
GAINLINE FINANCIAL PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$348.6M RAUM · 3 reps · 720-548-4391
Financial planning software
61
EVERNEST FINANCIAL ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$963.0M RAUM · 5 reps · 317-556-1015 · evernestfa.com
Financial planning software
61
DELARME WEALTH MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$256.5M RAUM · 3 reps · (424) 250-1725
Financial planning software
61
DIGITAL WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$555.1M RAUM · 17 reps · 307-396-0295
Financial planning software
61
POTENTIA WEALTH reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$569.1M RAUM · 7 reps · 408-288-7886 · potentiawealth.com
Financial planning software
61
PLATFORM WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$600.5M RAUM · 10 reps · (385) 243-0553
Financial planning software
61
BALANCE WEALTH reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$386.7M RAUM · 9 reps · (800) 551-7787 · balancewealth.com
Financial planning software
61
IWEALTH reports 1-10 financial-planning clients, up from 0. IAPD ↗
$311.6M RAUM · 5 reps · 507-835-9111
Financial planning software
61
FELLOWSHIP FINANCIAL PLANNING reports 1-10 financial-planning clients, up from 0. IAPD ↗
$465.3M RAUM · 7 reps · 5094739483 · fellowshipfinancialplanning.com
Financial planning software
61
ZEGA INVESTMENTS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$614.0M RAUM · 10 reps · 800.380.9342 · luckinbillfinancial.com
Financial planning software
61
OSPREY PRIVATE WEALTH LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$448.4M RAUM · 2 reps · (646) 907-5800
Financial planning software
61
STEELE STREET CAPITAL LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$140.5M RAUM · 2 reps · 207-475-0060 · steelestreetcapital.com
Financial planning software
61
HAMPTON ROCK WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 0. IAPD ↗
$192.4M RAUM · 5 reps · 512-256-9272 · hamptonrock.com
Financial planning software
61
OWL CREEK WEALTH PARTNERS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$602.3M RAUM · 2 reps · 303-409-4409 · owlcreekwealth.com
Financial planning software
61
DSG CAPITAL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$780.3M RAUM · 7 reps · (612) 515-9900 · dsgcapitaladvisors.com
Financial planning software
61
ARENA PRIVATE WEALTH reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$338.1M RAUM · 8 reps · 312-798-9045
Financial planning software
61
UNITING WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$934.6M RAUM · 11 reps · 720-706-7180 · unitingwealthpartners.com
Financial planning software
61
TIDECREST WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$249.7M RAUM · 2 reps · 949-335-5202
Financial planning software
61
AVENTURA PRIVATE WEALTH, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$374.8M RAUM · 3 reps · 305-845-1937 · aventuraprivatewealth.com
Financial planning software
61
BEATRICE ADVISORS LP reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$282.3M RAUM · 6 reps · 212-688-1261
Financial planning software
61
1808 CAPITAL PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$644.6M RAUM · 4 reps · 336-814-9800 · 1808capital.com
Financial planning software
61
THE WELLINGTON GRP LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$473.6M RAUM · 9 reps · 317-846-5055 · thewellingtongroupllc.com
Financial planning software
61
STONE TEMPLE PARTNERS LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$668.7M RAUM · 8 reps · (203) 253-1823 · stpartners.co
Financial planning software
61
INFLECTION CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$365.6M RAUM · 8 reps · 415-450-6556
Financial planning software
61
GBG WEALTH MANAGEMENT LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$23.8M RAUM · 3 reps · 303-708-1640 · wealthgbg.com
Financial planning software
61
GAINSPOLETTI WEALTH PLANNERS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$127.0M RAUM · 3 reps · 662-843-6090 · gainspoletti.com
Financial planning software
61
REDWOOD FAMILY WEALTH LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$258.5M RAUM · 3 reps · 469-965-4001 · redwoodfamilywealth.com
Financial planning software
61
PARADIGM INVESTMENT ADVISORY, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$425.1M RAUM · 8 reps · 908-450-7402 · paradigm-partners.com
Financial planning software
61
STEADTRUST reports 1-10 financial-planning clients, up from 0. IAPD ↗
$618.1M RAUM · 9 reps · 972-876-8422 · concordfinancialgroup.com
Financial planning software
61
MARTIN, JAVAN VON reports 1-10 financial-planning clients, up from 0. IAPD ↗
$952.3M RAUM · 1 reps · 717-336-9229
Financial planning software
61
CAMBIENT FAMILY OFFICE, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$857.9M RAUM · 3 reps · (616) 330-2270 · cambient.com
Financial planning software
61
HOOVER PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$171.3M RAUM · 2 reps · (248) 298-4000 · hooverprivatewealth.com
Financial planning software
61
PEARL PLANNING reports 1-10 financial-planning clients, up from 0. IAPD ↗
$329.2M RAUM · 4 reps · 734.274.6744 · pearlplanning.com
Financial planning software
61
INNOVATIVE ASSET ADVISORS GROUP reports 1-10 financial-planning clients, up from 0. IAPD ↗
$297.9M RAUM · 11 reps · 203-444-3599 · innovativeaag.com
Financial planning software
61
SAUL WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$201.5M RAUM · 1 reps · 212-457-1990 · saulwealthadvisors.com
Financial planning software
61
COLUCCI WEALTH MANAGEMENT LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$25.0M RAUM · 1 reps · 914-263-4996
Financial planning software
61
DERRYRUSH WEALTH reports 11-25 financial-planning clients, up from 0. IAPD ↗
$25.8M RAUM · 1 reps · (631) 275-4885
Financial planning software
61
TWENTY-FIVE CAPITAL PARTNERS reports 11-25 financial-planning clients, up from 0. IAPD ↗
$54.6M RAUM · 3 reps · 9255776909 · twenty-fivecapital.com
Financial planning software
61
PEREON WEALTH LLC reports 11-25 financial-planning clients, up from 0. IAPD ↗
$180.6M RAUM · 1 reps · 212-606-2323
Financial planning software
61
STOREN FINANCIAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$438.3M RAUM · 6 reps · 317-733-1000 · storenfinancial.com
Financial planning software
58
OPPENHEIMER + CLOSE, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$93.0M RAUM · 5 reps · 212-489-7527 · oppvest.com
Financial planning software
58
1ST DISCOUNT BROKERAGE, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$131.4M RAUM · 8 reps · 561-515-3200
Financial planning software
58
F.I.G. FINANCIAL ADVISORY SERVICES, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$162.4M RAUM · 3 reps · 405-844-9826
Financial planning software
58
DELTA ADVISORY GROUP, INC. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$216.3M RAUM · 5 reps · 407-331-9213 · deltaadvisory.com
Financial planning software
58
HANSEATIC MANAGEMENT SERVICES INC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$174.0M RAUM · 4 reps · 505-828-2824
Financial planning software
58
CLAREMONT FINANCIAL GROUP,INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$140.0M RAUM · 1 reps · 909-624-9200 · claremontfinancial.com
Financial planning software
58
MEADOWBROOK WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$110.1M RAUM · 2 reps · 888-888-5250 · meadowbrookwealth.com
Financial planning software
58
CHANCELLOR WEALTH MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$174.0M RAUM · 2 reps · 770-661-0283
Financial planning software
58
PROFOCUS INCORPORATED reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$156.5M RAUM · 2 reps · 480-598-9960 · profocus.com
Financial planning software
58
D.H. HILL ADVISORS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$226.4M RAUM · 17 reps · 832-644-1852 · dhhill.com
Financial planning software
58
BEACON FINANCIAL ADVISORS reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$228.0M RAUM · 3 reps · (914) 872-4040 · beaconfinadv.com
Financial planning software
58
COLMAN KNIGHT ADVISORY GROUP, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$187.7M RAUM · 4 reps · 978-371-2015 · colmanknight.com
Financial planning software
58
SENSIBLE PORTFOLIOS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$194.7M RAUM · 2 reps · 775-323-1488 · sensibleportfolios.com
Financial planning software
58
SHUTTLEWORTH & COMPANY reports 1-10 financial-planning clients, up from 0. IAPD ↗
$173.0M RAUM · 2 reps · 614-760-7738 · sco-advisors.com
Financial planning software
58
INTERACTIVE FINANCIAL ADVISORS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$240.4M RAUM · 33 reps · 630-472-1300 · someonewhocares.com
Financial planning software
58
KOON FINANCIAL PLANNING & CONSULTING/KFP&C reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$146.9M RAUM · 1 reps · 317-887-1714 · koonfinancial.com; https
Financial planning software
58
COLCHESTER INVESTMENT COUNSEL LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$128.9M RAUM · 2 reps · 203.438.0046
Financial planning software
58
MARKIZ WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$105.8M RAUM · 1 reps · 503-805-3485 · markizwealth.com
Financial planning software
58
KCD FINANCIAL, INC. reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$202.1M RAUM · 27 reps · 920-347-3400 · kcdfinancial.com
Financial planning software
58
ALCOSTA CAPITAL MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$210.2M RAUM · 1 reps · 888-267-6729 · alcostacapital.com
Financial planning software
58
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$178.1M RAUM · 2 reps · 516-249-0060
Financial planning software
58
GRANGE CAPITAL, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$217.2M RAUM · 5 reps · 971 708 6659
Financial planning software
58
COLE WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$181.1M RAUM · 4 reps · 480-275-6354 · colewealthmanagement.com
Financial planning software
58
ALTAMONT WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$182.9M RAUM · 1 reps · (925) 606-8181
Financial planning software
58
COASTWISE CAPITAL GROUP, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$212.2M RAUM · 3 reps · 858-454-6670
Financial planning software
58
GRANITE STATE RETIREMENT PLANNING, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$143.2M RAUM · 1 reps · 603-472-4447 · danhagler.com
Financial planning software
58
ABRIDGE PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$124.0M RAUM · 2 reps · (601) 718-0000 · abridgepartners.com
Financial planning software
58
CORNERSTONE WEALTH PARTNERS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$145.9M RAUM · 8 reps · 517-381-3450
Financial planning software
58
GUARDIAN WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$174.8M RAUM · 3 reps · 385-355-4455 · investgwm.com
Financial planning software
58
ARBUS CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$130.2M RAUM · 1 reps · (646) 852-6134 · arbuscm.com
Financial planning software
58
BERKELEY CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$128.5M RAUM · 3 reps · (785) 472-2375 · berkeleycapitalmanagement.com
Financial planning software
58
SAFRAN WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$132.9M RAUM · 1 reps · 212-328-9530 · safranwealthadvisors.com
Financial planning software
58
CLADIS INVESTMENT ADVISORY LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$242.6M RAUM · 3 reps · 406-259-4939
Financial planning software
58
QUEST 10 WEALTH BUILDERS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$237.7M RAUM · 8 reps · 919-552-4286 · completefinancialsolutions.org
Financial planning software
58
CAPITAL WEALTH ADVISORS, LTD. reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$126.1M RAUM · 2 reps · 262-306-0066
Financial planning software
58
ALLOS INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$73.6M RAUM · 9 reps · 913-948-7788
Financial planning software
58
STRATEGIC PORTFOLIO SOLUTIONS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$136.2M RAUM · 5 reps · (214) 446-4910
Financial planning software
58
FORTY THREE EIGHTEEN ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$167.8M RAUM · 1 reps · 479-254-9400 · 4318advisors.com
Financial planning software
58
AMPHORA WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$196.2M RAUM · 3 reps · (919) 240-6111 · amphorawealth.com
Financial planning software
58
BRIGHTPATH WEALTH PLANNING, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$205.8M RAUM · 1 reps · 805-764-0335
Financial planning software
58
DONALIES FINANCIAL PLANNING, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$204.5M RAUM · 4 reps · 240-888-2573 · donaliesfp.com
Financial planning software
58
RIK SAYLOR FINANCIAL, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$199.2M RAUM · 3 reps · (513) 829-8888 · riksaylorfinancial.com
Financial planning software
58
SEVERIN INVESTMENTS LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$141.9M RAUM · 5 reps · 314-983-2707
Financial planning software
58
CASCADE FINANCIAL STRATEGIES reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$150.9M RAUM · 3 reps · 541-678-5475 · cascadefs.com
Financial planning software
58
GOLDEN BAY ADVISORS LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$179.8M RAUM · 1 reps · 914-215-0194 · goldenbayadvisors.com
Financial planning software
58
CLEARVIEW WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$182.4M RAUM · 4 reps · 704-837-4317 · clearviewwealthmgmt.com
Financial planning software
58
SAGEOAK FINANCIAL, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$174.8M RAUM · 3 reps · (918) 627-3700
Financial planning software
58
MRP CAPITAL INVESTMENTS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$227.6M RAUM · 3 reps · 404-274-7851
Financial planning software
58
INVESTORS MOSAIC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$192.1M RAUM · 2 reps · (617) 272-0006 · investorsmosaic.com
Financial planning software
58
THE KEYSTONE FINANCIAL ALLIANCE, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$164.7M RAUM · 1 reps · 404-260-0710 · mykfa.com
Financial planning software
58
BLAIR HALL ADVISORS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$138.8M RAUM · 2 reps · (206) 397-0325 · blairhalladvisors.com
Financial planning software
58
JCN FINANCIAL & TAX ADVISORY GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$130.5M RAUM · 2 reps · (225) 755-0488 · strengthsciencestudios.net
Financial planning software
58
BARKER WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$240.6M RAUM · 2 reps · (503) 616-8680 · barkerwealthmanagement.com
Financial planning software
58
HARVEST CAPITAL ASSETS, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$72.0M RAUM · 3 reps · (716)-597-8372
Financial planning software
58
FIRST AMERICAN ASSET ADVISORY, LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$191.8M RAUM · 6 reps · (516) 622-3100 · firstaaa.com
Financial planning software
58
MEDICUS WEALTH PLANNING, INC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$160.8M RAUM · 4 reps · 801-994-4777
Financial planning software
58
KEEN CAPITAL, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$149.7M RAUM · 2 reps · 303-898-6584
Financial planning software
58
Q3 ADVISORS, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
Financial planning software
58
RETIREWISE TAX AND WEALTH ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$242.8M RAUM · 7 reps · 785-228-1234
Financial planning software
58
COLARION reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$188.3M RAUM · 3 reps · 205 410 9443
Financial planning software
58
URBAN WEALTH MANAGEMENT OR UWM reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$212.5M RAUM · 4 reps · 424-277-2260
Financial planning software
58
PALADIN CAPITAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$6.9M RAUM · 4 reps · 651-842-8406 · capitalpaladin.com
Financial planning software
58
HERITAGE FINANCIAL COUNSELORS, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$235.9M RAUM · 4 reps · 862-579-2899
Financial planning software
58
EMERGENT FINANCIAL SERVICES, LLC. reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$195.2M RAUM · 4 reps · 434-260-1690 · emergentfs.com
Financial planning software
58
BRAZOS CAPITAL reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$102.5M RAUM · 2 reps · 512-827-0826 · brazoscapitalgroup.com
Financial planning software
58
PRATO CAPITAL MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$224.6M RAUM · 3 reps · 914-930-6871
Financial planning software
58
PROSPERO WEALTH, LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$110.6M RAUM · 7 reps · 971-716-1991
Financial planning software
58
PLANVEST FINANCIAL, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$175.9M RAUM · 6 reps · (301) 977-7123
Financial planning software
58
LUMINA WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$240.2M RAUM · 2 reps · 910-599-9409
Financial planning software
58
BRINDLE & BAY FINANCIAL ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$184.8M RAUM · 3 reps · 214-988-9178 · brindleandbay.com
Financial planning software
58
MILESTONE WEALTH reports 1-10 financial-planning clients, up from 0. IAPD ↗
$221.5M RAUM · 3 reps · 252-756-7005 · milestonewealthusa.com
Financial planning software
58
MINDFUL WEALTH LLC reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$225.3M RAUM · 1 reps · 312-953-9900 · mindfulwealthllc.com
Financial planning software
58
VINES CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$192.2M RAUM · 3 reps · 318-450-4664 · vinescapital.com
Financial planning software
58
CAVU WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$208.8M RAUM · 7 reps · 858-360-7800 · cavuwealthmanagement.com
Financial planning software
58
TOWN CAPITAL reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$168.8M RAUM · 2 reps · 410-864-0209
Financial planning software
58
VIGIL WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$186.0M RAUM · 3 reps · (904) 709-4810 · vigilwealthmanagement.com
Financial planning software
58
OPPORTUNUS WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$102.9M RAUM · 3 reps · 253-254-5078
Financial planning software
58
HATCHER CAPITAL INVESTMENTS, INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗
$127.5M RAUM · 4 reps · 501-747-2656
Financial planning software
58
HAMPEL INVESTMENT ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$110.1M RAUM · 1 reps · 704-517-5312 · hia-nc.com
Financial planning software
58
CAPSTAR FINANCIAL SERVICES LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$207.8M RAUM · 3 reps · (512) 215-9030 · capstarfinancial.com
Financial planning software
58
SAGE WEALTH PLANNING reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$127.0M RAUM · 3 reps · (231) 221-2448
Financial planning software
58
OLIVE BRANCH CAPITAL, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$140.2M RAUM · 2 reps · (901) 338-3400
Financial planning software
58
CAPITAL CS GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$227.3M RAUM · 3 reps · 949-447-5405
Financial planning software
58
WESTERN NEW YORK FINANCIAL GROUP, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$84.1M RAUM · 2 reps · 716-743-6262 · wnyfg.com
Financial planning software
58
VERTIS WEALTH, LLC reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$140.7M RAUM · 6 reps · 774-874-3686 · vertiswealth.com
Financial planning software
58
SONOMA PRIVATE WEALTH LLC reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$158.5M RAUM · 3 reps · 415-806-0073 · sonomaprivatewealth.com
Financial planning software
58
DUNCAN FINANCIAL PLANNING ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 0 reps · 724-863-3420
Financial planning software
58
MY PROSPER TEAM reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$58.2M RAUM · 2 reps · 801-889-1341
Financial planning software
58
CHROME ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$152.0M RAUM · 2 reps · 415-818-9005 · chromeadvisors.com
Financial planning software
58
SURIENCE PRIVATE WEALTH LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$124.0M RAUM · 2 reps · (509) 853-1597 · surience.com
Financial planning software
58
IPSEN ADVISOR GROUP reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$236.1M RAUM · 2 reps · (501) 614-4700 · ipsenadvisorgroup.com
Financial planning software
58
ADDITION WEALTH reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$0 RAUM · 13 reps · 917-426-6711
Financial planning software
58
CHRISTENSEN GROUP FINANCIAL, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$24.8M RAUM · 5 reps · 952-653-1000 · christensengroup.com
Financial planning software
58
DIVVI WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$127.4M RAUM · 4 reps · 8162378137
Financial planning software
58
SCRATCH CAPITAL reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$230.1M RAUM · 4 reps · 208-901-8018
Financial planning software
58
THE CLIFFORD GROUP LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$248.3M RAUM · 3 reps · (617) 600-2083 · thecliffordgrp.com
Financial planning software
58
CONWAY PARTNERS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$166.3M RAUM · 2 reps · 775-971-8392 · conwaypartners.com
Financial planning software
58
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$236.4M RAUM · 5 reps · 608-784-9100
Financial planning software
58
NEIL JESANI WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$194.2M RAUM · 5 reps · (954) 800-0460
Financial planning software
58
PROLIFIC SOLUTIONS reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$88.5M RAUM · 2 reps · (646) 988- 5216
Financial planning software
58
ENDURING WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$122.8M RAUM · 3 reps · 951-693-9900 · enduringwealth.com
Financial planning software
58
CLARITY FINANCIAL ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$149.5M RAUM · 5 reps · (816) 786-5031 · theclarityfinancial.com
Financial planning software
58
OROGRAPHIC FINANCIAL ADVISORS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$207.7M RAUM · 2 reps · 7203239944 · orographicfinancial.com
Financial planning software
58
ATLAS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$153.9M RAUM · 5 reps · 805-557-8713
Financial planning software
58
WAGNER WEALTH MANAGEMENT, CORP. reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$148.7M RAUM · 3 reps · 570-987-6244 · wwmcorp.com
Financial planning software
58
DFS ADVISORY reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$156.0M RAUM · 2 reps · (940) 297-1474 · distinctfinancialsolutions.com
Financial planning software
58
PELTOMA CAPITAL PARTNERS reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$168.9M RAUM · 2 reps · 937-416-5966
Financial planning software
58
WILLOW reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$127.6M RAUM · 4 reps · (479) 709-3949
Financial planning software
58
CROSSOVER CAPITAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$179.5M RAUM · 2 reps · 215-396-5580
Financial planning software
58
E-WEALTH PARTNERS reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$218.7M RAUM · 5 reps · 952.800.2121 · e-wealthpartners.com
Financial planning software
58
44 NORTH CAPITAL, LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$125.1M RAUM · 2 reps · 802-300-0614 · 44ncap.com
Financial planning software
58
1015 CAPITAL PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$150.4M RAUM · 2 reps · 610-574-7036 · 1015capitalpartners.com
Financial planning software
58
ANCHOR WEALTH MANAGEMENT GROUP LLC reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$233.0M RAUM · 1 reps · (561) 228-8688 · anchorwealthgroup.com
Financial planning software
58
BLUE CURVE ADVISORY, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$125.2M RAUM · 8 reps · 410-339-5771 · bluecurveadvisory.com
Financial planning software
58
FIVE ELEVEN PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$162.7M RAUM · 4 reps · 917-685-1360 · five11partners.com
Financial planning software
58
ARIA WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0. IAPD ↗
$112.3M RAUM · 2 reps · 434-338-6840 · ariawealthpartners.com
Financial planning software
58
W&S ADVISORY SERVICES, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$5.3M RAUM · 9 reps · 513-361-7600 · meetfabric.com
Financial planning software
58
TACTICA LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$123.5M RAUM · 1 reps · 787-585-8095
Financial planning software
58
FORS FINANCIAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$134.9M RAUM · 2 reps · 360-457-6116 · forsfinancialconsulting.com
Financial planning software
58
COPPERLINE WEALTH MANAGEMENT & PLANNING reports 1-10 financial-planning clients, up from 0. IAPD ↗
$126.6M RAUM · 2 reps · 307-586-1880 · copperlinewealth.com
Financial planning software
58
CRECER reports 1-10 financial-planning clients, up from 0. IAPD ↗
$3,517 RAUM · 2 reps · 888-855-0874 · crecer.app
Financial planning software
58
SAMARA CAPITAL reports 1-10 financial-planning clients, up from 0. IAPD ↗
$123.0M RAUM · 2 reps · 888-397-8331 · samara-capital.com
Financial planning software
58
AVRIO WEALTH LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗
$27.3M RAUM · 3 reps · (646) 825-3957 · avriowealth.com
Financial planning software
58
MEZZI reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$0 RAUM · 1 reps · (415) 612-2667
Financial planning software
58
XCEPTION FAMILY OFFICE reports 1-10 financial-planning clients, up from 0. IAPD ↗
$189.3M RAUM · 2 reps · 404-547-0223
Financial planning software
58
PFLUEGER WEALTH reports 1-10 financial-planning clients, up from 0. IAPD ↗
$79.1M RAUM · 1 reps · 215-499-6850 · pfluegerwealth.com
Financial planning software
48
PROSPECT ENHANCED YIELD MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0. IAPD ↗institutional
$31.7M RAUM · 9 reps · 561-285-4044
Financial planning software
37
MANRKE WEALTH reports 51-100 financial-planning clients, up from 0. IAPD ↗foreign
$115.7M RAUM · 2 reps · 647-948-3048 · inukshukcapital.com
Financial planning software
37
CLARITY CROSS BORDER PLANNING reports 51-100 financial-planning clients, up from 0. IAPD ↗foreign
$0 RAUM · 1 reps · 1-800-914-6577 · claritycrossborder.com
Financial planning software
34
IFPS reports 26-50 financial-planning clients, up from 0. IAPD ↗foreign
$4.1M RAUM · 3 reps · 443-450-4543 · ifpsonline.com
Financial planning software
33
TANAGER WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100. IAPD ↗foreign
$1.60B RAUM · 15 reps · 020 3965 6330
Financial planning software
33
GFI INVESTMENT COUNSEL reports 26-50 financial-planning clients, up from 11-25. IAPD ↗foreign
$1.75B RAUM · 7 reps · 416-488-8825 · gfiic.com
Financial planning software
28
GFM ASSET MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10. IAPD ↗foreign
$27.5M RAUM · 3 reps · 775-237-8852 · gfmasset.com
Financial planning software
28
NORTHFRONT FINANCIAL USA INC reports 1-10 financial-planning clients, up from 0. IAPD ↗foreign
$11.3M RAUM · 1 reps · 403-571-8960
Financial planning software
28
PALOS MANAGEMENT INC. reports 1-10 financial-planning clients, up from 0. IAPD ↗foreign
$12.1M RAUM · 3 reps · 514-397-0188
Financial planning software
aum crossed 500m — 522 Regulatory AUM crossed $500M.
70
BARRETT & COMPANY crossed $500M in regulatory AUM ($453.5M -> $529.7M). IAPD ↗
$529.7M RAUM · 4 reps · 401-351-1000 · barrettandcompany.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CARL P. SHERR & CO., LLC crossed $500M in regulatory AUM ($450.5M -> $505.4M). IAPD ↗
$505.4M RAUM · 3 reps · 508-791-7126
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIDUCIARY ADVISORS, LLC crossed $500M in regulatory AUM ($464.5M -> $520.2M). IAPD ↗
$520.2M RAUM · 1 reps · 801-492-7341 · fiduciaryadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CHASE INVESTMENT COUNSEL CORPORATION crossed $500M in regulatory AUM ($452.2M -> $509.8M). IAPD ↗
$509.8M RAUM · 6 reps · 434-293-9104
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PEGASUS ASSET MANAGEMENT INC crossed $500M in regulatory AUM ($473.2M -> $553.6M). IAPD ↗
$553.6M RAUM · 3 reps · 845-369-9422 · pegasusassetmgt.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HEROLD ADVISORS, INC. crossed $500M in regulatory AUM ($489.7M -> $540.2M). IAPD ↗
$540.2M RAUM · 8 reps · 212-371-3950 · heroldlantern.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DOVER PARTNERS INC crossed $500M in regulatory AUM ($456.1M -> $508.6M). IAPD ↗
$508.6M RAUM · 4 reps · 937-299-4105 · dover-consulting.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SEARCY FINANCIAL SERVICES, INC. crossed $500M in regulatory AUM ($447.7M -> $514.0M). IAPD ↗
$514.0M RAUM · 9 reps · 913-814-3800 · searcyfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONIFER INVESTMENTS LTD crossed $500M in regulatory AUM ($465.8M -> $524.0M). IAPD ↗
$524.0M RAUM · 3 reps · 860-761-1041
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEINBERGER ASSET MANAGEMENT, INC crossed $500M in regulatory AUM ($443.9M -> $503.6M). IAPD ↗
$503.6M RAUM · 3 reps · 310-442-8472 · wamasset.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ESSENTIAL PLANNING, LLC crossed $500M in regulatory AUM ($439.7M -> $524.4M). IAPD ↗
$524.4M RAUM · 3 reps · 603-427-5164 · essential-planning.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WELCH CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($480.9M -> $506.2M). IAPD ↗
$506.2M RAUM · 4 reps · 212-754-6077 · welchcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INVESTORS ASSET MANAGEMENT OF GEORGIA INC crossed $500M in regulatory AUM ($401.3M -> $502.0M). IAPD ↗
$502.0M RAUM · 7 reps · 770-394-5619 · investorsassetmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AVALON CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($487.4M -> $582.2M). IAPD ↗
$582.2M RAUM · 3 reps · 650-306-1500 · avaloncapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHOKER INVESTMENTS crossed $500M in regulatory AUM ($420.7M -> $510.8M). IAPD ↗
$510.8M RAUM · 2 reps · 513-524-1776
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PINNACLE INVESTMENT ADVISORS crossed $500M in regulatory AUM ($455.2M -> $508.3M). IAPD ↗
$508.3M RAUM · 6 reps · 918-582-6864 · pinnacleholdings.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KEIDAN FINANCIAL CONSULTANTS LLC crossed $500M in regulatory AUM ($496.3M -> $574.9M). IAPD ↗
$574.9M RAUM · 2 reps · 614-469-5003 · keidanfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AVISO WEALTH MANAGEMENT crossed $500M in regulatory AUM ($494.9M -> $621.3M). IAPD ↗
$621.3M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SMH CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($419.7M -> $503.1M). IAPD ↗
$503.1M RAUM · 2 reps · 817-569-7000 · smhca.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ENDOWMENT WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($427.6M -> $609.2M). IAPD ↗
$609.2M RAUM · 10 reps · 920-785-6010
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HALTER FERGUSON FINANCIAL INC crossed $500M in regulatory AUM ($487.8M -> $705.0M). IAPD ↗
$705.0M RAUM · 7 reps · 317-875-0202
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STEGINSKY CAPITAL LLC crossed $500M in regulatory AUM ($477.0M -> $599.0M). IAPD ↗
$599.0M RAUM · 1 reps · 212-683-1700 · steginsky.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HARVEST INVESTMENT CONSULTANTS LLC crossed $500M in regulatory AUM ($491.6M -> $549.0M). IAPD ↗
$549.0M RAUM · 5 reps · 410-561-9040
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PEAK FINANCIAL MANAGEMENT INC crossed $500M in regulatory AUM ($452.7M -> $534.4M). IAPD ↗
$534.4M RAUM · 7 reps · (781) 487-9500 · peak-financial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ENRICH FINANCIAL PARTNERS LLC crossed $500M in regulatory AUM ($478.5M -> $556.8M). IAPD ↗
$556.8M RAUM · 4 reps · 608-275-3442
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DELTA WEALTH MANAGEMENT crossed $500M in regulatory AUM ($484.8M -> $522.5M). IAPD ↗
$522.5M RAUM · 1 reps · (209) 224-8534
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NORTHERN CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($462.2M -> $526.7M). IAPD ↗
$526.7M RAUM · 8 reps · 509-456-2526 · northernwelcome.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AFFILIATED PRIVATE INVESTORS LLC crossed $500M in regulatory AUM ($486.0M -> $533.7M). IAPD ↗
$533.7M RAUM · 2 reps · 5613188710
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WHITE PINE INVESTMENT CO crossed $500M in regulatory AUM ($465.8M -> $532.3M). IAPD ↗
$532.3M RAUM · 3 reps · 734-464-2532
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONSULTIVA WEALTH MANAGEMENT, CORP. crossed $500M in regulatory AUM ($429.7M -> $532.7M). IAPD ↗
$532.7M RAUM · 18 reps · 787-763-5868 · consultiva.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GRAYBILL WEALTH MANAGEMENT, LTD. crossed $500M in regulatory AUM ($426.6M -> $525.8M). IAPD ↗
$525.8M RAUM · 2 reps · 630-941-9460 · graybillwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
IAS WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($495.6M -> $549.0M). IAPD ↗
$549.0M RAUM · 5 reps · 281-364-0606 · iaswealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MWA FINANCIAL SERVICES, INC. crossed $500M in regulatory AUM ($376.9M -> $640.0M). IAPD ↗
$640.0M RAUM · 164 reps · 309-558-3100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACCESS WEALTH crossed $500M in regulatory AUM ($490.4M -> $539.1M). IAPD ↗
$539.1M RAUM · 6 reps · 973-740-2400 · access-wealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SUMMA CORP. crossed $500M in regulatory AUM ($458.9M -> $587.2M). IAPD ↗
$587.2M RAUM · 2 reps · 281-362-9977
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GALLACHER CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($487.8M -> $539.0M). IAPD ↗
$539.0M RAUM · 10 reps · 303-708-1640 · gallachercapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CAPITAL INVESTMENT MANAGEMENT, INC crossed $500M in regulatory AUM ($477.1M -> $558.9M). IAPD ↗
$558.9M RAUM · 4 reps · 816-246-1212 · cimretirementpros.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MORRIS FINANCIAL CONCEPTS, INC. crossed $500M in regulatory AUM ($469.1M -> $538.4M). IAPD ↗
$538.4M RAUM · 9 reps · 843-884-6192
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEALTH ADVISORS OF IOWA, LLC crossed $500M in regulatory AUM ($453.1M -> $539.4M). IAPD ↗
$539.4M RAUM · 4 reps · 515-200-7812
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROBERTSON INVESTMENT MANAGEMENT crossed $500M in regulatory AUM ($273.1M -> $534.1M). IAPD ↗
$534.1M RAUM · 10 reps · 713-622-4077 · robertsonwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DEAN, JACOBSON FINANCIAL SERVICES crossed $500M in regulatory AUM ($467.3M -> $519.4M). IAPD ↗
$519.4M RAUM · 7 reps · 817-335-3214 · deanjacobson.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
JACOBSEN CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($474.6M -> $562.9M). IAPD ↗
$562.9M RAUM · 2 reps · 801-746-7171 · jacobsencapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BENEDICT FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($475.0M -> $529.4M). IAPD ↗
$529.4M RAUM · 5 reps · 770-671-8228
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STILES FINANCIAL SERVICES, INC. crossed $500M in regulatory AUM ($439.3M -> $548.7M). IAPD ↗
$548.7M RAUM · 8 reps · 952-988-0452
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PINNACLE WEALTH ADVISORS crossed $500M in regulatory AUM ($461.4M -> $549.7M). IAPD ↗
$549.7M RAUM · 14 reps · 503-654-5100 · thinkpinnacle.com.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SQUIRE WEALTH ADVISORS crossed $500M in regulatory AUM ($493.9M -> $586.7M). IAPD ↗
$586.7M RAUM · 13 reps · 801-226-7722 · squireinvestment.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NORTHSTAR FINANCIAL COMPANIES, INC. crossed $500M in regulatory AUM ($443.3M -> $519.0M). IAPD ↗
$519.0M RAUM · 5 reps · 610-629-6100 · northstarfci.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. crossed $500M in regulatory AUM ($454.7M -> $505.0M). IAPD ↗
$505.0M RAUM · 4 reps · 952-476-2770 · perceptive-edge.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SAPERE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($346.2M -> $604.8M). IAPD ↗
$604.8M RAUM · 1 reps · 704-321-5244 · sapere.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DELTA FINANCIAL ADVISORS, L.L.C. crossed $500M in regulatory AUM ($429.7M -> $592.3M). IAPD ↗
$592.3M RAUM · 3 reps · 504 522-9019 · deltafinad.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MATSON FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($446.9M -> $518.9M). IAPD ↗
$518.9M RAUM · 5 reps · 203-743-0131
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FINANCIAL PLANS & STRATEGIES, INC. crossed $500M in regulatory AUM ($460.5M -> $610.6M). IAPD ↗
$610.6M RAUM · 5 reps · 317-882-7675 · finplans.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACKERMAN CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($477.2M -> $604.0M). IAPD ↗
$604.0M RAUM · 3 reps · 214-361-5383
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HEDEKER WEALTH LLC crossed $500M in regulatory AUM ($470.1M -> $595.1M). IAPD ↗
$595.1M RAUM · 2 reps · 847-913-5594
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WISER WEALTH MANAGEMENT, INC crossed $500M in regulatory AUM ($404.6M -> $513.6M). IAPD ↗
$513.6M RAUM · 5 reps · 678-905-4450
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRUDENT INVESTORS crossed $500M in regulatory AUM ($409.3M -> $515.8M). IAPD ↗
$515.8M RAUM · 3 reps · 760-597-9255
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BEACON INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($337.6M -> $541.9M). IAPD ↗
$541.9M RAUM · 1 reps · 301-670-1700 · beaconadvisors.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OLIVER CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($422.3M -> $505.5M). IAPD ↗
$505.5M RAUM · 1 reps · 206-775-7500 · olivercapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PERSIUM ADVISORS, LLC crossed $500M in regulatory AUM ($456.3M -> $583.6M). IAPD ↗
$583.6M RAUM · 11 reps · 678-322-3000 · persiumgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MAINSAIL ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($410.1M -> $598.8M). IAPD ↗
$598.8M RAUM · 4 reps · 205-536-7776 · investprudently.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GRAY PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($465.4M -> $540.7M). IAPD ↗
$540.7M RAUM · 4 reps · 781.232.2020 · grayprivatewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MEZZASALMA ADVISORS crossed $500M in regulatory AUM ($342.2M -> $534.4M). IAPD ↗
$534.4M RAUM · 5 reps · 732-842-1120 · mezzadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOGANTAYLOR WEALTH crossed $500M in regulatory AUM ($496.8M -> $592.8M). IAPD ↗
$592.8M RAUM · 6 reps · 918.388.2690 · hogantaylorwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEALTHCREST FINANCIAL SERVICES, LLC crossed $500M in regulatory AUM ($426.0M -> $507.5M). IAPD ↗
$507.5M RAUM · 5 reps · 703-372-1717 · wealthcrest.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($474.5M -> $572.6M). IAPD ↗
$572.6M RAUM · 4 reps · 888-375-4918
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RIVERSTONE ADVISORS, LLC crossed $500M in regulatory AUM ($390.2M -> $640.9M). IAPD ↗
$640.9M RAUM · 3 reps · 914 722-1700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
UHLER VERTICH WHITE ADVISORS crossed $500M in regulatory AUM ($466.8M -> $513.7M). IAPD ↗
$513.7M RAUM · 6 reps · 239-936-6300 · uvwadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ANDREWS, LUCIA WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($496.8M -> $543.5M). IAPD ↗
$543.5M RAUM · 1 reps · 925-837-8355 · luciawealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NEW CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($465.8M -> $533.5M). IAPD ↗
$533.5M RAUM · 2 reps · 713-874-1444 · newcapitalmgmt.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TSP CAPITAL MANAGEMENT GROUP, LLC crossed $500M in regulatory AUM ($387.0M -> $553.3M). IAPD ↗
$553.3M RAUM · 2 reps · 908-273-2105 · tspcapitalmgt.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MADISON ADVISORY SERVICES, INC. crossed $500M in regulatory AUM ($428.9M -> $509.7M). IAPD ↗
$509.7M RAUM · 11 reps · 914-328-8558 · madisonplanning.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HEADWATER INVESTMENT CONSULTING,INC. crossed $500M in regulatory AUM ($466.3M -> $543.0M). IAPD ↗
$543.0M RAUM · 5 reps · 503-565-2100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WELLSPRING WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($498.2M -> $584.8M). IAPD ↗
$584.8M RAUM · 5 reps · 770-410-4088
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CAPITAL MARKETS IQ, LLC crossed $500M in regulatory AUM ($450.9M -> $571.4M). IAPD ↗
$571.4M RAUM · 20 reps · 310.882.6380
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STRATHMORE CAPITAL ADVISORS crossed $500M in regulatory AUM ($455.9M -> $805.0M). IAPD ↗
$805.0M RAUM · 11 reps · 704-364-4241
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GENERATIONAL WEALTH ADVISORS crossed $500M in regulatory AUM ($392.5M -> $568.8M). IAPD ↗
$568.8M RAUM · 11 reps · 972-378-1795 · generationalwealthadv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EDGE FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($379.3M -> $512.5M). IAPD ↗
$512.5M RAUM · 8 reps · 630-221-1000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BROADLEAF PARTNERS, LLC crossed $500M in regulatory AUM ($494.7M -> $551.3M). IAPD ↗
$551.3M RAUM · 4 reps · 330-650-0921
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CRESCAT PORTFOLIO MANAGEMENT LLC crossed $500M in regulatory AUM ($223.8M -> $536.1M). IAPD ↗
$536.1M RAUM · 6 reps · 303-271-9997 · crescat.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
5TH STREET ADVISORS, LLC crossed $500M in regulatory AUM ($446.8M -> $524.5M). IAPD ↗
$524.5M RAUM · 5 reps · 203-327-1212 · 5thstreetadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONCORDE ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($489.9M -> $598.4M). IAPD ↗
$598.4M RAUM · 67 reps · 248-824-6710 · concordeis.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC crossed $500M in regulatory AUM ($402.8M -> $538.8M). IAPD ↗
$538.8M RAUM · 7 reps · 952-831-8243 · brettmachtig.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MEASURED RISK PORTFOLIOS crossed $500M in regulatory AUM ($400.0M -> $597.2M). IAPD ↗
$597.2M RAUM · 4 reps · 858-935-1125 · kingsroadinc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PEIRCE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($456.8M -> $534.1M). IAPD ↗
$534.1M RAUM · 5 reps · (281) 858-3524 · peircecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FINANCIAL INNOVATIONS, LLC crossed $500M in regulatory AUM ($400.1M -> $535.2M). IAPD ↗
$535.2M RAUM · 2 reps · 404-458-0065 · financialinnovations.biz
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MKD WEALTH crossed $500M in regulatory AUM ($425.8M -> $505.7M). IAPD ↗
$505.7M RAUM · 5 reps · 248-418-5100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CAPITAL INNOVATIONS, LLC crossed $500M in regulatory AUM ($372.9M -> $806.7M). IAPD ↗
$806.7M RAUM · 4 reps · 262-746-3100 · capinnovations.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARISTON SERVICES GROUP, LLC crossed $500M in regulatory AUM ($490.8M -> $527.0M). IAPD ↗
$527.0M RAUM · 3 reps · 619-241-2326 · aristonservicesgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GATOR CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($367.7M -> $751.1M). IAPD ↗
$751.1M RAUM · 3 reps · (813) 282-7870 · gatorcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MCLAUGHLIN RYDER INVESTMENTS, INC. crossed $500M in regulatory AUM ($471.6M -> $522.1M). IAPD ↗
$522.1M RAUM · 2 reps · 703-684-9222 · mclaughlinryder.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PARKSHORE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($455.4M -> $517.9M). IAPD ↗
$517.9M RAUM · 4 reps · 916-797-3007 · parkshorewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OLD WEST INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($476.5M -> $915.7M). IAPD ↗
$915.7M RAUM · 8 reps · (213) 943-1740 · oldwestim.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
A & I WEALTH MANAGEMENT crossed $500M in regulatory AUM ($463.9M -> $560.0M). IAPD ↗
$560.0M RAUM · 9 reps · 303-690-5070
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HFG WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($460.7M -> $505.6M). IAPD ↗
$505.6M RAUM · 6 reps · 832-585-0110 · hfgwm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONVERGENCE INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($464.8M -> $523.6M). IAPD ↗
$523.6M RAUM · 4 reps · 561-494-8001
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PARADIGM WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($475.6M -> $563.4M). IAPD ↗
$563.4M RAUM · 6 reps · 440-892-5900 · investpwm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RESTON WEALTH MANAGEMENT crossed $500M in regulatory AUM ($477.1M -> $589.9M). IAPD ↗
$589.9M RAUM · 3 reps · 703-481-2280 · financialfieldnotes.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AIS PLANNING crossed $500M in regulatory AUM ($485.1M -> $591.0M). IAPD ↗
$591.0M RAUM · 9 reps · (320) 252-6552
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WELLINGTON SHIELDS & CO., LLC crossed $500M in regulatory AUM ($470.9M -> $546.0M). IAPD ↗
$546.0M RAUM · 15 reps · 212-320-2000 · wellingtonshields.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DLK INVESTMENT MANAGEMENT crossed $500M in regulatory AUM ($435.0M -> $524.0M). IAPD ↗
$524.0M RAUM · 5 reps · 858.433.3200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DENTIST ADVISORS crossed $500M in regulatory AUM ($461.8M -> $504.0M). IAPD ↗
$504.0M RAUM · 9 reps · 801-748-1243
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EVERGREEN ADVISORS, LLC crossed $500M in regulatory AUM ($464.9M -> $522.8M). IAPD ↗
$522.8M RAUM · 3 reps · 423-933-1814 · evergreenadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DECKER WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($411.6M -> $566.2M). IAPD ↗
$566.2M RAUM · 6 reps · 615-212-2958 · deckerwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FOUNTAINHEAD FINANCIAL, LLC crossed $500M in regulatory AUM ($453.5M -> $543.2M). IAPD ↗
$543.2M RAUM · 2 reps · 312-222-9840 · fountainheadfinancial.us
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LATITUDE ADVISORS, LLC crossed $500M in regulatory AUM ($379.5M -> $566.5M). IAPD ↗
$566.5M RAUM · 65 reps · 630-553-3730 · latitudefinancial.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DREXEL MORGAN & CO. crossed $500M in regulatory AUM ($469.0M -> $607.0M). IAPD ↗
$607.0M RAUM · 2 reps · 484-254-4306 · drexelmorgan.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NCM CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($430.7M -> $539.4M). IAPD ↗
$539.4M RAUM · 3 reps · (201) 529-1429
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BULLDOG INVESTORS, LLP crossed $500M in regulatory AUM ($456.0M -> $561.0M). IAPD ↗
$561.0M RAUM · 3 reps · 201-556-0092 · bulldoginvestors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
REDBLACK ADVISERS, INC. crossed $500M in regulatory AUM ($124.0M -> $823.6M). IAPD ↗
$823.6M RAUM · 3 reps · 800-607-3340
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CURTIS ADVISORY GROUP, LLC crossed $500M in regulatory AUM ($485.0M -> $573.7M). IAPD ↗
$573.7M RAUM · 3 reps · 805-963-6181 · curtisadvisory.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRINITY PORTFOLIO ADVISORS, LLC crossed $500M in regulatory AUM ($488.2M -> $530.5M). IAPD ↗
$530.5M RAUM · 9 reps · 817-416-7227 · trinityportfolio.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROSECAP INVESTMENT ADVISORS, LLC crossed $500M in regulatory AUM ($444.6M -> $527.5M). IAPD ↗
$527.5M RAUM · 6 reps · (970) 773-5300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIRST FINANCIAL COACHING, INC. crossed $500M in regulatory AUM ($279.7M -> $670.6M). IAPD ↗
$670.6M RAUM · 14 reps · 586-463-1880 · firstfinancialcoach.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ETESIAN WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($426.8M -> $503.3M). IAPD ↗
$503.3M RAUM · 6 reps · 503-387-3615
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RIA ADVISORY GROUP, LLC crossed $500M in regulatory AUM ($456.5M -> $568.4M). IAPD ↗
$568.4M RAUM · 25 reps · (515) 965-8588 · riaadvisorygroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KABOUTER MANAGEMENT, LLC crossed $500M in regulatory AUM ($398.9M -> $992.5M). IAPD ↗
$992.5M RAUM · 7 reps · 312-546-4260
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RIVER STREET ADVISORS, LLC crossed $500M in regulatory AUM ($414.9M -> $539.2M). IAPD ↗
$539.2M RAUM · 9 reps · 630-906-5501 · oldsecond.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LONE PEAK GLOBAL INVESTORS, LLC crossed $500M in regulatory AUM ($496.6M -> $598.4M). IAPD ↗
$598.4M RAUM · 5 reps · 385-387-1212
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASPIRE PRIVATE CAPITAL crossed $500M in regulatory AUM ($455.7M -> $509.7M). IAPD ↗
$509.7M RAUM · 9 reps · 704-237-9927 · aspireadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE GENWEALTH GROUP, INC. crossed $500M in regulatory AUM ($483.9M -> $661.3M). IAPD ↗
$661.3M RAUM · 5 reps · 973-761-0400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CORE PLANNING crossed $500M in regulatory AUM ($121.5M -> $525.0M). IAPD ↗
$525.0M RAUM · 61 reps · 636-734-7507 · corepln.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DRAKE & ASSOCIATES, LLC crossed $500M in regulatory AUM ($418.8M -> $607.3M). IAPD ↗
$607.3M RAUM · 11 reps · 414-409-7226
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EMPIRICAL ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($467.0M -> $560.0M). IAPD ↗
$560.0M RAUM · 10 reps · 781-431-2223 · empiricalam.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KINGDOM FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($340.6M -> $520.9M). IAPD ↗
$520.9M RAUM · 17 reps · 623-974-0300
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MEDALLION WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($407.4M -> $516.9M). IAPD ↗
$516.9M RAUM · 4 reps · 860-967-3032 · medallionwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AVALAN, LLC crossed $500M in regulatory AUM ($488.9M -> $621.8M). IAPD ↗
$621.8M RAUM · 11 reps · 805-962-7725 · winewomenworth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L crossed $500M in regulatory AUM ($327.0M -> $512.5M). IAPD ↗
$512.5M RAUM · 7 reps · 248-688-9399 · tmcpa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOBBS GROUP ADVISORS LLC crossed $500M in regulatory AUM ($479.1M -> $584.4M). IAPD ↗
$584.4M RAUM · 7 reps · 803-540-3034 · hobbsgroupadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIDATO WEALTH LLC crossed $500M in regulatory AUM ($406.5M -> $510.8M). IAPD ↗
$510.8M RAUM · 7 reps · 440-572-5552 · link.edgepilot.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MCNALLY ADVISORS, LLC crossed $500M in regulatory AUM ($379.8M -> $680.9M). IAPD ↗
$680.9M RAUM · 20 reps · 312-357-3710 · mcnallycapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRINITY LEGACY PARTNERS, LLC crossed $500M in regulatory AUM ($460.4M -> $521.2M). IAPD ↗
$521.2M RAUM · 6 reps · 713-999-8053 · trinitylegacypartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MILLS WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($440.1M -> $548.7M). IAPD ↗
$548.7M RAUM · 6 reps · 817-416-7300 · millswealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INVESTOR FAN crossed $500M in regulatory AUM ($427.7M -> $787.4M). IAPD ↗
$787.4M RAUM · 16 reps · 425-372-7517 · panfili-financial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MONUMENT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($465.1M -> $531.7M). IAPD ↗
$531.7M RAUM · 8 reps · 703-504-9600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SEQUENT PLANNING, LLC crossed $500M in regulatory AUM ($394.7M -> $589.5M). IAPD ↗
$589.5M RAUM · 76 reps · 402-953-3544
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EAGLE'S VIEW CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($441.6M -> $860.5M). IAPD ↗
$860.5M RAUM · 5 reps · 212-421-7300 · evhedge.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OAKWELL PRIVATE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($461.9M -> $668.1M). IAPD ↗
$668.1M RAUM · 9 reps · 1-800-55OAKWELL · oakwellpwm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARISTIDES CAPITAL LLC crossed $500M in regulatory AUM ($472.8M -> $541.4M). IAPD ↗
$541.4M RAUM · 8 reps · (502) 694-8001 · aristidescapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MOSAIC ADVISORS crossed $500M in regulatory AUM ($499.4M -> $580.5M). IAPD ↗
$580.5M RAUM · 16 reps · 713-980-4100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KKM FINANCIAL LLC crossed $500M in regulatory AUM ($366.0M -> $733.9M). IAPD ↗
$733.9M RAUM · 3 reps · 312-448-7230 · kkmfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HC ADVISORS LLC crossed $500M in regulatory AUM ($491.5M -> $500.2M). IAPD ↗
$500.2M RAUM · 6 reps · 404-705-4593 · hc-adv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRAIRIE WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($472.2M -> $558.0M). IAPD ↗
$558.0M RAUM · 4 reps · 402-505-6810
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PATHWAY FINANCIAL ADVISERS, LLC crossed $500M in regulatory AUM ($442.8M -> $524.2M). IAPD ↗
$524.2M RAUM · 6 reps · 260-925-2887 · pathwayria.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TITAN RETIREMENT ADVISORS LLC crossed $500M in regulatory AUM ($420.0M -> $531.0M). IAPD ↗
$531.0M RAUM · 2 reps · 713-239-2866 · investtitan.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
UNIO CAPITAL LLC crossed $500M in regulatory AUM ($315.4M -> $691.5M). IAPD ↗
$691.5M RAUM · 6 reps · 212-920-2000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NOVI WEALTH PARTNERS crossed $500M in regulatory AUM ($492.9M -> $612.8M). IAPD ↗
$612.8M RAUM · 7 reps · 609-921-7002 · noviwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LAVACA CAPITAL, LLC crossed $500M in regulatory AUM ($421.0M -> $927.1M). IAPD ↗
$927.1M RAUM · 4 reps · 713-904-4027
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CLIENT 1ST ADVISORY GROUP crossed $500M in regulatory AUM ($404.0M -> $511.5M). IAPD ↗
$511.5M RAUM · 7 reps · 727-450-2301
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BYRNE FINANCIAL FREEDOM, LLC crossed $500M in regulatory AUM ($435.7M -> $546.4M). IAPD ↗
$546.4M RAUM · 6 reps · 508-528-9366 · byrnefinancialfreedom.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOBART WEALTH crossed $500M in regulatory AUM ($429.7M -> $558.2M). IAPD ↗
$558.2M RAUM · 11 reps · 888-553-0122 · blythehobart.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TALLWOODS PARTNERS, LLC crossed $500M in regulatory AUM ($310.7M -> $569.4M). IAPD ↗
$569.4M RAUM · 2 reps · 312-283-3697 · tallwoods.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HARPSWELL CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($497.4M -> $587.0M). IAPD ↗
$587.0M RAUM · 2 reps · 207-926-1380
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CABLE CAR CAPITAL, LP crossed $500M in regulatory AUM ($254.6M -> $548.3M). IAPD ↗
$548.3M RAUM · 3 reps · 415-857-1965
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KERCHEVILLE ADVISORS LLC crossed $500M in regulatory AUM ($465.7M -> $554.7M). IAPD ↗
$554.7M RAUM · 3 reps · 210-694-5000 · kercheville.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC crossed $500M in regulatory AUM ($464.0M -> $528.3M). IAPD ↗
$528.3M RAUM · 11 reps · 603-431-1444 · measuredwealth.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACORN WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($429.9M -> $561.4M). IAPD ↗
$561.4M RAUM · 5 reps · 810-953-4444 · acornwealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LITVAK WEALTH, LLC crossed $500M in regulatory AUM ($486.5M -> $536.1M). IAPD ↗
$536.1M RAUM · 4 reps · (203) 227-8000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LIFE LINE WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($476.2M -> $557.6M). IAPD ↗
$557.6M RAUM · 5 reps · 323-452-9548
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEALTH WATCH ADVISORS, INC crossed $500M in regulatory AUM ($473.7M -> $612.4M). IAPD ↗
$612.4M RAUM · 52 reps · 855-822-3708 · wwwjmartinwm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FAMILY FINANCIAL SOLUTIONS GROUP, LLC crossed $500M in regulatory AUM ($435.4M -> $500.7M). IAPD ↗
$500.7M RAUM · 1 reps · 970-259-1040
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VISION RETIREMENT crossed $500M in regulatory AUM ($497.3M -> $633.7M). IAPD ↗
$633.7M RAUM · 5 reps · 201-447-2212
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ATON FINANCIAL LLC crossed $500M in regulatory AUM ($469.1M -> $600.9M). IAPD ↗
$600.9M RAUM · 7 reps · 787-725-6070 · atonfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KEELER & NADLER FAMILY WEALTH crossed $500M in regulatory AUM ($477.8M -> $609.9M). IAPD ↗
$609.9M RAUM · 9 reps · 614-791-4123
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WARREN STREET WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($457.8M -> $656.1M). IAPD ↗
$656.1M RAUM · 7 reps · 714-876-6200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NARUS FINANCIAL PARTNERS, LLC crossed $500M in regulatory AUM ($467.7M -> $559.0M). IAPD ↗
$559.0M RAUM · 5 reps · 866-534-0530
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NOVAPOINT CAPITAL LLC crossed $500M in regulatory AUM ($437.3M -> $536.2M). IAPD ↗
$536.2M RAUM · 6 reps · (404) 445-7885
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
REEDMARK ADVISORS, LLC crossed $500M in regulatory AUM ($396.9M -> $564.6M). IAPD ↗
$564.6M RAUM · 9 reps · 908-300-5292 · reedmark.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
REDWOOD WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($493.0M -> $837.0M). IAPD ↗
$837.0M RAUM · 3 reps · 888-552-1905 · redwoodwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WAKEFIELD WEALTH MANAGEMENT, LLLP crossed $500M in regulatory AUM ($388.3M -> $512.9M). IAPD ↗
$512.9M RAUM · 2 reps · 303-771-0630 · wakefieldwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GRANITE BAY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($444.6M -> $588.0M). IAPD ↗
$588.0M RAUM · 6 reps · 603-610-8881
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LEGACY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($476.5M -> $629.0M). IAPD ↗
$629.0M RAUM · 39 reps · 208-955-0500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NATIONAL WEALTH MANAGEMENT GROUP, LLC crossed $500M in regulatory AUM ($325.7M -> $534.9M). IAPD ↗
$534.9M RAUM · 18 reps · 513-772-2592 · jimlewiswm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LAS OLAS CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($386.5M -> $551.9M). IAPD ↗
$551.9M RAUM · 7 reps · 954-289-4692
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MOUNTAIN HILL INVESTMENT PARTNERS crossed $500M in regulatory AUM ($360.0M -> $539.0M). IAPD ↗
$539.0M RAUM · 3 reps · 732-291-3188 · mhipartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DEDORA CAPITAL, INC. crossed $500M in regulatory AUM ($487.1M -> $550.7M). IAPD ↗
$550.7M RAUM · 4 reps · 707-253-0681
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SENECA HOUSE ADVISORS crossed $500M in regulatory AUM ($424.7M -> $506.1M). IAPD ↗
$506.1M RAUM · 4 reps · (804) 332-6574 · senecahouseadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($465.1M -> $694.3M). IAPD ↗
$694.3M RAUM · 27 reps · 860.973.3214
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DIVERSIFI CAPITAL LLC crossed $500M in regulatory AUM ($456.9M -> $671.4M). IAPD ↗
$671.4M RAUM · 9 reps · 650-632-5667
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STEWARDSHIP ADVISORS, LLC crossed $500M in regulatory AUM ($461.5M -> $545.2M). IAPD ↗
$545.2M RAUM · 10 reps · (717) 492-4787 · mystewardshipadvisor.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LEADING EDGE FINANCIAL PLANNING LLC crossed $500M in regulatory AUM ($360.2M -> $521.8M). IAPD ↗
$521.8M RAUM · 9 reps · 865-240-2292 · pilotmoneyguyspodcast.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THRIVE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($397.7M -> $656.7M). IAPD ↗
$656.7M RAUM · 13 reps · 800-516-5861 · thrivefinancialservices.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PANDOWEALTH. LLC crossed $500M in regulatory AUM ($396.0M -> $500.3M). IAPD ↗
$500.3M RAUM · 13 reps · 678-712-6656 · cfa401k.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WESTWARD INVESTMENT ADVISORY crossed $500M in regulatory AUM ($489.5M -> $571.5M). IAPD ↗
$571.5M RAUM · 3 reps · 414-716-6300 · westwardinvestment.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ZANETTI FINANCIAL, LLC crossed $500M in regulatory AUM ($404.5M -> $809.4M). IAPD ↗
$809.4M RAUM · 2 reps · 505-250-3754 · zanettifinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OLIO FINANCIAL PLANNING crossed $500M in regulatory AUM ($491.9M -> $600.5M). IAPD ↗
$600.5M RAUM · 8 reps · 703.459.9299
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NICHOLAS WEALTH MANAGEMENT crossed $500M in regulatory AUM ($413.7M -> $739.8M). IAPD ↗
$739.8M RAUM · 9 reps · 404-890-5606
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOWARD BAILEY SECURITIES, LLC crossed $500M in regulatory AUM ($484.9M -> $582.8M). IAPD ↗
$582.8M RAUM · 15 reps · 260-482-9559
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CH GLOBAL CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($490.6M -> $529.1M). IAPD ↗
$529.1M RAUM · 5 reps · 646-350-0341
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GOLDEN RESERVE RETIREMENT, LLC crossed $500M in regulatory AUM ($310.9M -> $544.3M). IAPD ↗
$544.3M RAUM · 22 reps · 855-456-4777
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TTP INVESTMENTS, INC. crossed $500M in regulatory AUM ($485.3M -> $570.6M). IAPD ↗
$570.6M RAUM · 3 reps · 408-879-0399 · ttp-investments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RAREVIEW CAPITAL LLC crossed $500M in regulatory AUM ($423.7M -> $537.5M). IAPD ↗
$537.5M RAUM · 2 reps · 212-475-8664
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SPG ADVISORS LLC crossed $500M in regulatory AUM ($462.8M -> $535.4M). IAPD ↗
$535.4M RAUM · 8 reps · 425-821-9442
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CRUDEN BAY INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($467.7M -> $663.1M). IAPD ↗
$663.1M RAUM · 4 reps · 805-719-2772 · cbayinvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DENVER WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($435.7M -> $529.8M). IAPD ↗
$529.8M RAUM · 9 reps · (303) 261-8015
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MATRIX PRIVATE CAPITAL GROUP crossed $500M in regulatory AUM ($494.9M -> $561.0M). IAPD ↗
$561.0M RAUM · 5 reps · 312-736-9572 · matrixpcg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MORSE ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($472.2M -> $534.3M). IAPD ↗
$534.3M RAUM · 5 reps · 646-568-4083
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WILLOW CREEK FINANCIAL crossed $500M in regulatory AUM ($463.8M -> $528.8M). IAPD ↗
$528.8M RAUM · 5 reps · (858) 634-3232 · willowcreekfinancial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PENOBSCOT FINANCIAL ADVISORS crossed $500M in regulatory AUM ($434.5M -> $544.5M). IAPD ↗
$544.5M RAUM · 7 reps · (207) 990-1901
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INDEPENDENT WEALTH NETWORK, INC. crossed $500M in regulatory AUM ($422.6M -> $518.4M). IAPD ↗
$518.4M RAUM · 30 reps · 515-461-5123 · kramerwealthadvisory.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRISM ADVISORS, INC. crossed $500M in regulatory AUM ($462.0M -> $515.1M). IAPD ↗
$515.1M RAUM · 5 reps · 818-760-3333 · prismadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CEETO CAPITAL GROUP, LLC crossed $500M in regulatory AUM ($439.4M -> $531.4M). IAPD ↗
$531.4M RAUM · 4 reps · 786-477-6445
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LIBRA WEALTH LLC crossed $500M in regulatory AUM ($473.7M -> $639.8M). IAPD ↗
$639.8M RAUM · 4 reps · (408) 721-1633 · librawealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MAYPORT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($481.5M -> $694.9M). IAPD ↗
$694.9M RAUM · 2 reps · 617-545-5700 · mayport.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KIMERY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($440.8M -> $555.0M). IAPD ↗
$555.0M RAUM · 6 reps · (901) 291-5500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALLIANCE WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($498.5M -> $601.1M). IAPD ↗
$601.1M RAUM · 6 reps · 570-961-1516
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TOWERPOINT WEALTH, LLC crossed $500M in regulatory AUM ($470.0M -> $561.3M). IAPD ↗
$561.3M RAUM · 5 reps · (916) 405-9140
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PETERSON WEALTH SERVICES INC. crossed $500M in regulatory AUM ($462.7M -> $528.5M). IAPD ↗
$528.5M RAUM · 4 reps · 801-475-4002
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BEACON GLOBAL ADVISOR NETWORK, LLC crossed $500M in regulatory AUM ($396.9M -> $745.1M). IAPD ↗
$745.1M RAUM · 61 reps · 888-679-6474 · bganetwork.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHARP FINANCIAL crossed $500M in regulatory AUM ($391.9M -> $502.1M). IAPD ↗
$502.1M RAUM · 6 reps · (215) 659-2130 · sharpllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MONON WEALTH MANAGEMENT crossed $500M in regulatory AUM ($452.2M -> $546.8M). IAPD ↗
$546.8M RAUM · 7 reps · (317) 993-3999 · music.amazon.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES crossed $500M in regulatory AUM ($460.7M -> $559.4M). IAPD ↗
$559.4M RAUM · 2 reps · (859) 626-3400 · vlretirement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HENDRICKS WEALTH AND ESTATE MANAGEMENT crossed $500M in regulatory AUM ($411.6M -> $536.1M). IAPD ↗
$536.1M RAUM · 6 reps · 847-428-3997
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INLIGHT WEALTH crossed $500M in regulatory AUM ($451.5M -> $843.3M). IAPD ↗
$843.3M RAUM · 3 reps · 404-551-2808
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FORTRESS PRIVATE LEDGER, LLC crossed $500M in regulatory AUM ($346.1M -> $584.0M). IAPD ↗
$584.0M RAUM · 13 reps · 919-322-2761 · myept.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BANORTE ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($336.9M -> $661.2M). IAPD ↗
$661.2M RAUM · 17 reps · 713-980-4600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THAYER PARTNERS LLC crossed $500M in regulatory AUM ($401.3M -> $685.7M). IAPD ↗
$685.7M RAUM · 7 reps · 617-275-5430
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HILLTOP WEALTH & TAX SOLUTIONS crossed $500M in regulatory AUM ($490.8M -> $616.4M). IAPD ↗
$616.4M RAUM · 6 reps · 574-889-7526
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GO INVEST LLC crossed $500M in regulatory AUM ($420.9M -> $889.0M). IAPD ↗
$889.0M RAUM · 1 reps · 801-614-4914 · goinvest.us
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BROOKLYN FI, LLC crossed $500M in regulatory AUM ($341.5M -> $563.1M). IAPD ↗
$563.1M RAUM · 12 reps · 718-690-3600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TANDEM FINANCIAL, LLC crossed $500M in regulatory AUM ($291.2M -> $541.8M). IAPD ↗
$541.8M RAUM · 6 reps · (720) 845-5700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARKFELD WEALTH STRATEGIES, L.L.C. crossed $500M in regulatory AUM ($478.9M -> $538.0M). IAPD ↗
$538.0M RAUM · 5 reps · 402-933-1970 · arkfeldwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALTA WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($495.5M -> $664.6M). IAPD ↗
$664.6M RAUM · 15 reps · 781-404-6909 · altawealthadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ATTICUS WEALTH MANAGEMENT crossed $500M in regulatory AUM ($447.5M -> $565.3M). IAPD ↗
$565.3M RAUM · 7 reps · 561-425-9500 · atticuswm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COUNCIL OAK WEALTH ADVISORS crossed $500M in regulatory AUM ($435.2M -> $529.4M). IAPD ↗
$529.4M RAUM · 4 reps · 918-984-9110 · counciloakinvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MERKLE RETIREMENT PLANNING crossed $500M in regulatory AUM ($428.5M -> $568.8M). IAPD ↗
$568.8M RAUM · 10 reps · 515-278-4110 · merkleplan.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AVAII WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($442.6M -> $602.8M). IAPD ↗
$602.8M RAUM · 10 reps · (920) 214-1212
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MACH-1 FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($416.9M -> $546.3M). IAPD ↗
$546.3M RAUM · 8 reps · 479-876-2100 · mach-1financial.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COMPOUND FAMILY OFFICES, LLC crossed $500M in regulatory AUM ($480.4M -> $540.8M). IAPD ↗
$540.8M RAUM · 5 reps · (941) 556-9294
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRUEWEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($438.9M -> $547.5M). IAPD ↗
$547.5M RAUM · 13 reps · 205-588-4800
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIRE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($495.2M -> $635.5M). IAPD ↗
$635.5M RAUM · 3 reps · 415-828-0129
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CASTELLAN crossed $500M in regulatory AUM ($496.1M -> $882.2M). IAPD ↗
$882.2M RAUM · 4 reps · 859.494.0523
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ACCRETIVE WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($401.6M -> $504.5M). IAPD ↗
$504.5M RAUM · 3 reps · (973) 970-2627
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KDK PRIVATE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($478.8M -> $584.6M). IAPD ↗
$584.6M RAUM · 4 reps · 713-391-8044
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRECISION WEALTH STRATEGIES, LLC crossed $500M in regulatory AUM ($386.3M -> $711.0M). IAPD ↗
$711.0M RAUM · 8 reps · 314-994-6460
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STRATIS CAPITAL, LLC crossed $500M in regulatory AUM ($448.8M -> $507.5M). IAPD ↗
$507.5M RAUM · 1 reps · 917-705-2500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
JACKSON SQUARE CAPITAL, LLC crossed $500M in regulatory AUM ($488.8M -> $564.3M). IAPD ↗
$564.3M RAUM · 5 reps · 415-854-5011 · jacksonsquarecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC crossed $500M in regulatory AUM ($352.2M -> $907.6M). IAPD ↗
$907.6M RAUM · 40 reps · 212-698-3300 · firsteagle.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GLOBAL ASSETS ADVISORY, LLC crossed $500M in regulatory AUM ($338.1M -> $551.7M). IAPD ↗
$551.7M RAUM · 24 reps · 407-254-1500 · iaac.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COLLECTIVE FAMILY OFFICE, LLC crossed $500M in regulatory AUM ($451.7M -> $533.4M). IAPD ↗
$533.4M RAUM · 3 reps · (717) 893-5055 · collectivefamilyoffice.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KAUFMAN ROSSIN WEALTH, LLC crossed $500M in regulatory AUM ($302.9M -> $506.7M). IAPD ↗
$506.7M RAUM · 7 reps · 305-646-6071 · kaufmanrossinwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EPG WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($495.5M -> $579.1M). IAPD ↗
$579.1M RAUM · 10 reps · 404-809-3680 · eastpacesgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INVESTMENT RESEARCH PARTNERS crossed $500M in regulatory AUM ($359.6M -> $512.4M). IAPD ↗
$512.4M RAUM · 4 reps · 814-966-7206
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EQUINUM, LLC crossed $500M in regulatory AUM ($396.7M -> $566.0M). IAPD ↗
$566.0M RAUM · 5 reps · 718-480-5600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STRONGBOX WEALTH, LLC crossed $500M in regulatory AUM ($456.5M -> $562.4M). IAPD ↗
$562.4M RAUM · 4 reps · 816-607-5410
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PHD RETIREMENT CONSULTING crossed $500M in regulatory AUM ($398.4M -> $506.2M). IAPD ↗
$506.2M RAUM · 3 reps · 844-743-4015
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
DEW POINT CAPITAL crossed $500M in regulatory AUM ($366.6M -> $513.2M). IAPD ↗
$513.2M RAUM · 2 reps · 410-258-2174 · dewpointcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HORIZON FINANCIAL crossed $500M in regulatory AUM ($455.8M -> $510.2M). IAPD ↗
$510.2M RAUM · 9 reps · 585-334-3600 · horizonfinancial.net
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BLACK KNIGHT WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($240.0M -> $539.2M). IAPD ↗
$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
COMPASS GROUP INVESTMENTS SOLUTIONS LLC crossed $500M in regulatory AUM ($457.7M -> $526.8M). IAPD ↗
$526.8M RAUM · 4 reps · 305-358-7052 · cgcompass.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SYNERGY INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($461.2M -> $681.5M). IAPD ↗
$681.5M RAUM · 16 reps · 321-203-4458 · synergywealthalliance.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VELA INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($486.2M -> $562.9M). IAPD ↗
$562.9M RAUM · 23 reps · (614) 653-8352
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LEGACY WEALTH crossed $500M in regulatory AUM ($475.0M -> $546.0M). IAPD ↗
$546.0M RAUM · 4 reps · 651-621-2383 · legacywealthwisdom.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LANSING STREET ADVISORS crossed $500M in regulatory AUM ($438.7M -> $555.0M). IAPD ↗
$555.0M RAUM · 5 reps · 215-718-2063
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOXTON WEALTH crossed $500M in regulatory AUM ($470.0M -> $803.5M). IAPD ↗
$803.5M RAUM · 34 reps · 737-249-9620
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SHOREHAVEN WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($445.3M -> $541.5M). IAPD ↗
$541.5M RAUM · 4 reps · 732-447-9301
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRIAGEN WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($473.6M -> $535.2M). IAPD ↗
$535.2M RAUM · 3 reps · 818-732-8553
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TACTIVE ADVISORS, LLC crossed $500M in regulatory AUM ($456.9M -> $619.0M). IAPD ↗
$619.0M RAUM · 14 reps · 855-282-2848 · tactivewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CAPSHIFT ADVISORS crossed $500M in regulatory AUM ($495.2M -> $628.0M). IAPD ↗
$628.0M RAUM · 9 reps · 617-865-5096 · capshift.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BR CAPITAL crossed $500M in regulatory AUM ($315.0M -> $568.4M). IAPD ↗
$568.4M RAUM · 2 reps · 305-448-0014
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
YARGER WEALTH STRATEGIES, LLC crossed $500M in regulatory AUM ($470.9M -> $529.7M). IAPD ↗
$529.7M RAUM · 4 reps · (614) 882-2954 · yargerwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VENATOR MANAGEMENT LLC crossed $500M in regulatory AUM ($428.5M -> $511.7M). IAPD ↗
$511.7M RAUM · 2 reps · 412-586-3747 · venatormanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INSTRUMENTAL WEALTH, LLC crossed $500M in regulatory AUM ($397.1M -> $508.0M). IAPD ↗
$508.0M RAUM · 5 reps · 813-578-7001
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ENDEAVOR PRIVATE WEALTH, INC. crossed $500M in regulatory AUM ($352.8M -> $595.3M). IAPD ↗
$595.3M RAUM · 9 reps · 785-329-2510
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SIERRA OCEAN, LLC crossed $500M in regulatory AUM ($446.6M -> $544.6M). IAPD ↗
$544.6M RAUM · 3 reps · 209-232-7100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
VERIDIAN CAPITAL PARTNERS crossed $500M in regulatory AUM ($471.1M -> $551.1M). IAPD ↗
$551.1M RAUM · 6 reps · (301) 228-9300 · vcpwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CONSILIO WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($458.0M -> $555.8M). IAPD ↗
$555.8M RAUM · 7 reps · (206) 533-3670
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALLIANCE WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($439.5M -> $552.0M). IAPD ↗
$552.0M RAUM · 7 reps · 801-683-6000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FYRA CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($436.8M -> $504.2M). IAPD ↗
$504.2M RAUM · 7 reps · 636-573-1212 · fyracapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SMART WEALTH, LLC crossed $500M in regulatory AUM ($448.4M -> $632.3M). IAPD ↗
$632.3M RAUM · 17 reps · 402-369-7777
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
BLUEPRINT FINANCIAL ADVISORS crossed $500M in regulatory AUM ($201.5M -> $966.6M). IAPD ↗
$966.6M RAUM · 28 reps · 844-200-2568 · fulcrumwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
INTERGY PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($467.0M -> $602.6M). IAPD ↗
$602.6M RAUM · 3 reps · 719-413-8820
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MARION WEALTH MANAGEMENT crossed $500M in regulatory AUM ($482.5M -> $543.4M). IAPD ↗
$543.4M RAUM · 3 reps · 412-372-3849
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ELDRED ROCK PARTNERS, LLC crossed $500M in regulatory AUM ($487.6M -> $644.1M). IAPD ↗
$644.1M RAUM · 6 reps · 726-208-0800 · eldredrock.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
WEST WEALTH GROUP, LLC crossed $500M in regulatory AUM ($472.1M -> $616.7M). IAPD ↗
$616.7M RAUM · 13 reps · 949-682-9105 · ensemblewm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
THE FINANCIAL RESOURCE CENTER crossed $500M in regulatory AUM ($407.2M -> $642.5M). IAPD ↗
$642.5M RAUM · 4 reps · 317-871-8571
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HERITAGE WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($491.2M -> $643.4M). IAPD ↗
$643.4M RAUM · 7 reps · 858-613-9191 · heritagewealthusa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PARK EDGE ADVISORS, LLC crossed $500M in regulatory AUM ($438.1M -> $522.5M). IAPD ↗
$522.5M RAUM · 5 reps · (216) 727-0144 · parkedgeadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PEAK RETIREMENT PLANNING, INC. crossed $500M in regulatory AUM ($416.4M -> $631.0M). IAPD ↗
$631.0M RAUM · 16 reps · (614) 500-4121
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIAT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($370.6M -> $517.4M). IAPD ↗
$517.4M RAUM · 13 reps · 952-426-9116
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FIORI FINANCIAL GROUP crossed $500M in regulatory AUM ($476.7M -> $567.4M). IAPD ↗
$567.4M RAUM · 5 reps · 954-763-2600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FINANCIAL NETWORK WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($425.2M -> $515.4M). IAPD ↗
$515.4M RAUM · 6 reps · 801-748-0044
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HOXTON PLANNING & MANAGEMENT, LLC crossed $500M in regulatory AUM ($491.6M -> $591.5M). IAPD ↗
$591.5M RAUM · 4 reps · 304-876-2619
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RIALTO WEALTH MANAGEMENT crossed $500M in regulatory AUM ($403.7M -> $625.9M). IAPD ↗
$625.9M RAUM · 6 reps · 315-992-9129
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RANGE ADVISORY, LLC crossed $500M in regulatory AUM ($269.0M -> $653.9M). IAPD ↗
$653.9M RAUM · 18 reps · (703) 261-4126
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
KOOMAN & ASSOCIATES crossed $500M in regulatory AUM ($472.4M -> $555.6M). IAPD ↗
$555.6M RAUM · 6 reps · 814-941-4800
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ONEASCENT FAMILY OFFICES crossed $500M in regulatory AUM ($360.2M -> $544.5M). IAPD ↗
$544.5M RAUM · 10 reps · (205) 313-9142 · sovereignfamilyoffice.co
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FREEDOM FIDUCIARIES LLC crossed $500M in regulatory AUM ($436.4M -> $584.6M). IAPD ↗
$584.6M RAUM · 3 reps · 208-900-4331 · freedomfiduciaries.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TWIN PEAKS WEALTH ADVISORS crossed $500M in regulatory AUM ($410.4M -> $584.8M). IAPD ↗
$584.8M RAUM · 9 reps · (650) 200-0308
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MACK & CO. PARTNERS, LP crossed $500M in regulatory AUM ($102.5M -> $549.0M). IAPD ↗
$549.0M RAUM · 2 reps · (945) 293-6405 · mackco.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TRI-AD CAPITAL MANAGEMENT I, LLC crossed $500M in regulatory AUM ($463.4M -> $619.0M). IAPD ↗
$619.0M RAUM · 1 reps · 760-743-7555 · snapira.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ROSSBY FINANCIAL, LLC crossed $500M in regulatory AUM ($358.6M -> $566.0M). IAPD ↗
$566.0M RAUM · 2 reps · 321-209-0111
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RAI WEALTH crossed $500M in regulatory AUM ($408.6M -> $530.8M). IAPD ↗
$530.8M RAUM · 6 reps · 6307338434 · raiwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ENDEAVOR ADVISORS, LLC crossed $500M in regulatory AUM ($176.9M -> $559.5M). IAPD ↗
$559.5M RAUM · 8 reps · 281-326-9902 · endeavor-advisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
55 NORTH PRIVATE WEALTH crossed $500M in regulatory AUM ($366.8M -> $581.3M). IAPD ↗
$581.3M RAUM · 7 reps · 407-960-4769 · 55northprivatewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SELBY LANE CAPITAL, LLC crossed $500M in regulatory AUM ($318.1M -> $505.4M). IAPD ↗
$505.4M RAUM · 3 reps · 650-463-9511 · selbylane.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ELEVATUS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($438.1M -> $513.4M). IAPD ↗
$513.4M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FREC crossed $500M in regulatory AUM ($119.2M -> $567.2M). IAPD ↗
$567.2M RAUM · 1 reps · 855-900-3732 · frec.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LEGACY WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($348.0M -> $922.8M). IAPD ↗
$922.8M RAUM · 5 reps · 305-808-6140 · lwgadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
J. STERN & CO., LLC crossed $500M in regulatory AUM ($376.3M -> $608.6M). IAPD ↗
$608.6M RAUM · 0 reps · 212-219-0200 · jsternco.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
GGM FINANCIAL LLC crossed $500M in regulatory AUM ($425.7M -> $513.0M). IAPD ↗
$513.0M RAUM · 6 reps · 614-310-2400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
503 CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($398.7M -> $636.4M). IAPD ↗
$636.4M RAUM · 9 reps · 913-279-0177 · 503capitalpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
EIGHT 31 FINANCIAL, LLC crossed $500M in regulatory AUM ($494.3M -> $532.4M). IAPD ↗
$532.4M RAUM · 4 reps · 423-282-0251
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ELYXIUM WEALTH LLC crossed $500M in regulatory AUM ($452.7M -> $819.0M). IAPD ↗
$819.0M RAUM · 5 reps · (310) 221-8349*224 · elyxwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MASTER'S WEALTH MANAGEMENT INC. crossed $500M in regulatory AUM ($415.4M -> $589.5M). IAPD ↗
$589.5M RAUM · 9 reps · (717) 581-1323
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
POTENTIA WEALTH crossed $500M in regulatory AUM ($485.5M -> $569.1M). IAPD ↗
$569.1M RAUM · 7 reps · 408-288-7886 · potentiawealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PLATFORM WEALTH ADVISORS crossed $500M in regulatory AUM ($328.6M -> $600.5M). IAPD ↗
$600.5M RAUM · 10 reps · (385) 243-0553
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
RELATION WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($417.9M -> $541.2M). IAPD ↗
$541.2M RAUM · 5 reps · (918) 999-9138 · relationwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SYNTHETICFI LLC crossed $500M in regulatory AUM ($153.2M -> $992.9M). IAPD ↗
$992.9M RAUM · 7 reps · (628) 800-0898 · syntheticfi.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ARC ADVISORY LLC crossed $500M in regulatory AUM ($440.5M -> $708.3M). IAPD ↗
$708.3M RAUM · 8 reps · (510) 213-8085
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AURDAN CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($423.2M -> $526.2M). IAPD ↗
$526.2M RAUM · 6 reps · 484-254-1935 · aurdancapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CRUX WEALTH ADVISORS crossed $500M in regulatory AUM ($410.2M -> $547.7M). IAPD ↗
$547.7M RAUM · 11 reps · 562.735.3875
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
XXI WEALTH, LLC crossed $500M in regulatory AUM ($202.7M -> $531.5M). IAPD ↗
$531.5M RAUM · 2 reps · (312) 300-2670 · xxiwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
FOUNDERS GROVE WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($432.7M -> $532.3M). IAPD ↗
$532.3M RAUM · 2 reps · (804) 910-0001
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PARKWOODS WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($408.6M -> $961.9M). IAPD ↗
$961.9M RAUM · 14 reps · (877) 278-2716 · parkwoodswealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
AUTOPILOT crossed $500M in regulatory AUM ($462.0M -> $892.4M). IAPD ↗
$892.4M RAUM · 0 reps · 646-574-4316
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
OWL CREEK WEALTH PARTNERS crossed $500M in regulatory AUM ($363.0M -> $602.3M). IAPD ↗
$602.3M RAUM · 2 reps · 303-409-4409 · owlcreekwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HEADLAND CAPITAL crossed $500M in regulatory AUM ($403.0M -> $559.3M). IAPD ↗
$559.3M RAUM · 12 reps · 843-388-4300 · headland.capital
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PRASAD WEALTH PARTNERS crossed $500M in regulatory AUM ($486.0M -> $572.1M). IAPD ↗
$572.1M RAUM · 5 reps · 216-313-9999 · prasadwealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
LOOMIS CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($197.6M -> $842.2M). IAPD ↗
$842.2M RAUM · 1 reps · 203-249-6431 · loomiscapitalmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
CHURCHILL FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($243.8M -> $522.9M). IAPD ↗
$522.9M RAUM · 3 reps · 502-895-3535 · churchillfa.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PW NOVA FINANCIAL SERVICES LLC crossed $500M in regulatory AUM ($307.9M -> $654.3M). IAPD ↗
$654.3M RAUM · 6 reps · 267-753-7065 · jwnova.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
NIGHT SQUARED LP crossed $500M in regulatory AUM ($355.2M -> $976.1M). IAPD ↗
$976.1M RAUM · 11 reps · 917-451-0055 · nightsquared.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ELEVATED FINANCIAL GROUP crossed $500M in regulatory AUM ($399.3M -> $532.0M). IAPD ↗
$532.0M RAUM · 8 reps · 317-533-7721
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
STEADTRUST crossed $500M in regulatory AUM ($438.9M -> $618.1M). IAPD ↗
$618.1M RAUM · 9 reps · 972-876-8422 · concordfinancialgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
XCELSIOR ADVISOR PARTNERS LLC crossed $500M in regulatory AUM ($150.0M -> $650.7M). IAPD ↗
$650.7M RAUM · 13 reps · 480-866-8616 · bvprivatewealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
SANTA BARBARA MANAGEMENT crossed $500M in regulatory AUM ($259.2M -> $530.2M). IAPD ↗
$530.2M RAUM · 17 reps · 734-604-9891 · santabarbaramanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
MARTIN, JAVAN VON crossed $500M in regulatory AUM ($407.8M -> $952.3M). IAPD ↗
$952.3M RAUM · 1 reps · 717-336-9229
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ANCHYRA PARTNERS LLC crossed $500M in regulatory AUM ($265.5M -> $689.2M). IAPD ↗
$689.2M RAUM · 2 reps · 404-240-8799 · anchyrapartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
TEMPO WEALTH crossed $500M in regulatory AUM ($216.0M -> $804.3M). IAPD ↗
$804.3M RAUM · 5 reps · 440-568-3676 · tempowealth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ASSET ONE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($435.6M -> $982.5M). IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
ALLOCATOR SOLUTIONS, LLC crossed $500M in regulatory AUM ($277.2M -> $513.5M). IAPD ↗
$513.5M RAUM · 1 reps · 314 882-9442 · missionmultiplierfund.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
HIGHBROOK CAPITAL PARTNERS crossed $500M in regulatory AUM ($235.8M -> $509.1M). IAPD ↗
$509.1M RAUM · 5 reps · 404-850-2550 · highbrookcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
PROSPERITY FINANCIAL GROUP, INC. crossed $500M in regulatory AUM ($358.9M -> $503.0M). IAPD ↗
$503.0M RAUM · 8 reps · 925-314-8500 · 401kprosperityfg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
STRENGTH CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($435.8M -> $528.0M). IAPD ↗institutional
$528.0M RAUM · 9 reps · 248-593-6872 · strengthcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
GIFFORD FONG ASSOCIATES crossed $500M in regulatory AUM ($418.6M -> $517.0M). IAPD ↗institutional
$517.0M RAUM · 5 reps · 925-299-7800 · gfong.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
NORTHMARQ FUND MANAGEMENT, LLC crossed $500M in regulatory AUM ($491.7M -> $541.3M). IAPD ↗institutional
$541.3M RAUM · 7 reps · 503-952-0700 · northmarq.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
BRIGHT ROCK CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($492.0M -> $536.0M). IAPD ↗institutional
$536.0M RAUM · 3 reps · 781-982-6792 · brightrockcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
TAIBER, KOSMALA & ASSOCIATES, LLC crossed $500M in regulatory AUM ($499.8M -> $716.7M). IAPD ↗institutional
$716.7M RAUM · 7 reps · 312-300-4781 · taiberkosmala.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
EAB INVESTMENT GROUP, LLC crossed $500M in regulatory AUM ($219.6M -> $506.0M). IAPD ↗institutional
$506.0M RAUM · 4 reps · 646-583-0032 · eabinvestmentgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
USCF ADVISERS crossed $500M in regulatory AUM ($416.0M -> $714.9M). IAPD ↗institutional
$714.9M RAUM · 6 reps · 510-522-9600 · uscfinvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
MANA ADVISORS LLC crossed $500M in regulatory AUM ($436.0M -> $509.0M). IAPD ↗institutional
$509.0M RAUM · 2 reps · 332-201-7620
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SST BENEFITS CONSULTING crossed $500M in regulatory AUM ($280.4M -> $524.1M). IAPD ↗institutional
$524.1M RAUM · 3 reps · 949.460.9898
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
IBN ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($485.4M -> $508.2M). IAPD ↗institutional
$508.2M RAUM · 6 reps · 805-277-4738
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
THOMASLLOYD CLIMATE SOLUTIONS LLC crossed $500M in regulatory AUM ($493.6M -> $558.2M). IAPD ↗institutional
$558.2M RAUM · 2 reps · (914) 449-9703
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
ICR PARTNERS crossed $500M in regulatory AUM ($479.8M -> $798.7M). IAPD ↗institutional
$798.7M RAUM · 1 reps · (817) 854-3253
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. crossed $500M in regulatory AUM ($296.1M -> $517.9M). IAPD ↗institutional
$517.9M RAUM · 2 reps · 2129184580
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
AXQ CAPITAL, LP crossed $500M in regulatory AUM ($286.6M -> $727.1M). IAPD ↗institutional
$727.1M RAUM · 3 reps · (917) 740-9028
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($225.8M -> $690.1M). IAPD ↗institutional
$690.1M RAUM · 4 reps · 888-330-6774
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
DECAGON ASSET MANAGEMENT (US) LP crossed $500M in regulatory AUM ($304.3M -> $720.8M). IAPD ↗institutional
$720.8M RAUM · 1 reps · 646-485-6430 · decagonam.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
WISDOMTREE DIGITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($129.0M -> $766.0M). IAPD ↗institutional
$766.0M RAUM · 3 reps · 212-801-2080 · wisdomtree.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
ANCIENT MANAGEMENT LP D/B/A ANCIENT crossed $500M in regulatory AUM ($448.3M -> $531.5M). IAPD ↗institutional
$531.5M RAUM · 5 reps · 212-870-8751 · ancientlp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
CAZ INVESTMENTS REGISTERED ADVISER LLC crossed $500M in regulatory AUM ($179.9M -> $540.6M). IAPD ↗institutional
$540.6M RAUM · 68 reps · 713-403-8250
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
5CLP ADVISOR crossed $500M in regulatory AUM ($34.1M -> $601.8M). IAPD ↗institutional
$601.8M RAUM · 12 reps · 212-516-3171
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
CURAFIN ADVISORS crossed $500M in regulatory AUM ($448.4M -> $748.4M). IAPD ↗institutional
$748.4M RAUM · 2 reps · 480-284-7080 · curafinadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SOPHRON CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($477.6M -> $527.3M). IAPD ↗institutional
$527.3M RAUM · 2 reps · 212-970-9451
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
VISTASHARES crossed $500M in regulatory AUM ($4.8M -> $984.0M). IAPD ↗institutional
$984.0M RAUM · 6 reps · 917-319-4683 · vistashares.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
MANTEIO SCALABLE TECHNOLOGIES LLC crossed $500M in regulatory AUM ($428.6M -> $582.5M). IAPD ↗institutional
$582.5M RAUM · 6 reps · 917-736-9209 · mast-funds.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
SARDIS GROUP, LLC crossed $500M in regulatory AUM ($198.3M -> $531.2M). IAPD ↗institutional
$531.2M RAUM · 6 reps · (404) 282-5552 · sardisgroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
ALTIUM INVESTMENT STRATEGIES LLC crossed $500M in regulatory AUM ($184.8M -> $517.7M). IAPD ↗institutional
$517.7M RAUM · 4 reps · 813-215-7783
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
RANGE ROCK CAPITAL crossed $500M in regulatory AUM ($109.8M -> $548.3M). IAPD ↗institutional
$548.3M RAUM · 3 reps · 617-431-3030
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
VARCOV CO. crossed $500M in regulatory AUM ($150.1M -> $549.6M). IAPD ↗institutional
$549.6M RAUM · 2 reps · 203-543-9165 · varcov.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
PLUM ISLAND PARTNERS LLC crossed $500M in regulatory AUM ($300.0M -> $550.0M). IAPD ↗institutional
$550.0M RAUM · 8 reps · 212-600-9200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AVALON GLOBAL ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($443.8M -> $553.8M). IAPD ↗fund
$553.8M RAUM · 3 reps · 415-615-5200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
INCA INVESTMENTS, LLC crossed $500M in regulatory AUM ($468.4M -> $569.6M). IAPD ↗fund
$569.6M RAUM · 7 reps · 305-722-4300 · incainvestments.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. crossed $500M in regulatory AUM ($398.1M -> $552.8M). IAPD ↗fund
$552.8M RAUM · 3 reps · (203) 883-9441 · northernrightcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FIREBIRD MANAGEMENT crossed $500M in regulatory AUM ($494.7M -> $745.0M). IAPD ↗fund
$745.0M RAUM · 4 reps · 212-698-9260 · fbird.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DG CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($489.4M -> $521.9M). IAPD ↗fund
$521.9M RAUM · 11 reps · 646-942-5700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TSW II CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($446.5M -> $544.5M). IAPD ↗fund
$544.5M RAUM · 7 reps · 423-267-1430 · tsw3ventures.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CADENT ENERGY PARTNERS crossed $500M in regulatory AUM ($318.9M -> $643.5M). IAPD ↗fund
$643.5M RAUM · 2 reps · 203-638-5005 · cadentenergy.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CALVERT STREET CAPITAL PARTNERS, INC. crossed $500M in regulatory AUM ($421.0M -> $663.1M). IAPD ↗fund
$663.1M RAUM · 17 reps · 443-573-3700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CASTLE HARLAN, INC. crossed $500M in regulatory AUM ($471.1M -> $678.0M). IAPD ↗fund
$678.0M RAUM · 11 reps · 212-644-8600 · castleharlan.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
REFLOW SERVICES, LLC crossed $500M in regulatory AUM ($333.8M -> $521.4M). IAPD ↗fund
$521.4M RAUM · 2 reps · (888) 648-0668 · reflow.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SAVANNA INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($366.7M -> $579.5M). IAPD ↗fund
$579.5M RAUM · 18 reps · 212-229-0101
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MP NEXT CAPITAL crossed $500M in regulatory AUM ($455.9M -> $590.7M). IAPD ↗fund
$590.7M RAUM · 8 reps · 610-526-2700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GFG ALTERNATIVE INVESTMENT ADVISORS LLC crossed $500M in regulatory AUM ($466.1M -> $599.6M). IAPD ↗fund
$599.6M RAUM · 3 reps · 203-742-1473
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
A.W. JONES crossed $500M in regulatory AUM ($487.8M -> $547.0M). IAPD ↗fund
$547.0M RAUM · 4 reps · 646-517-6400 · awjones.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SUNTX CAPITAL MANAGEMENT CORP. crossed $500M in regulatory AUM ($470.7M -> $554.2M). IAPD ↗fund
$554.2M RAUM · 9 reps · 972-663-8900 · suntx.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TOPSPIN MANAGEMENT COMPANY LBO LLC crossed $500M in regulatory AUM ($492.9M -> $685.6M). IAPD ↗fund
$685.6M RAUM · 8 reps · 914-834-7370 · topspincp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SAINTS CAPITAL crossed $500M in regulatory AUM ($419.9M -> $659.3M). IAPD ↗fund
$659.3M RAUM · 4 reps · 415-773-2080
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SIGHTLINE PARTNERS LLC crossed $500M in regulatory AUM ($251.2M -> $567.1M). IAPD ↗fund
$567.1M RAUM · 5 reps · 952-641-0300 · sightlinepartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LFL ADVISERS, LLC crossed $500M in regulatory AUM ($447.1M -> $506.8M). IAPD ↗fund
$506.8M RAUM · 2 reps · 8478688750
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BOARDMAN BAY CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($163.7M -> $518.4M). IAPD ↗fund
$518.4M RAUM · 3 reps · 646-358-4181 · boardmanbay.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
424 CAPITAL, LLC crossed $500M in regulatory AUM ($396.7M -> $584.5M). IAPD ↗fund
$584.5M RAUM · 16 reps · 781-295-4000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARCAPITA INVESTMENT MANAGEMENT US INC. crossed $500M in regulatory AUM ($490.8M -> $674.6M). IAPD ↗fund
$674.6M RAUM · 8 reps · (404) 920-9000 · arcapita.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
801 WEST CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($457.6M -> $515.9M). IAPD ↗fund
$515.9M RAUM · 4 reps · 503-548-1730 · 801westllc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
OAKWOOD REAL ESTATE PARTNERS, LLC crossed $500M in regulatory AUM ($497.4M -> $540.2M). IAPD ↗fund
$540.2M RAUM · 4 reps · 303-595-7679 · oakwoodmultifamily.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SEQUEL HOLDINGS, L.P. crossed $500M in regulatory AUM ($486.9M -> $563.0M). IAPD ↗fund
$563.0M RAUM · 10 reps · 214-292-4150 · sequelholdings.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
STEAMBOAT CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($377.7M -> $515.6M). IAPD ↗fund
$515.6M RAUM · 3 reps · 212-986-1702
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC crossed $500M in regulatory AUM ($496.9M -> $518.6M). IAPD ↗fund
$518.6M RAUM · 8 reps · 615-627-0402
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SAVANO DIRECT CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($414.0M -> $519.1M). IAPD ↗fund
$519.1M RAUM · 8 reps · 443-873-3561 · savanocapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AISLING CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($446.2M -> $716.4M). IAPD ↗fund
$716.4M RAUM · 8 reps · 212-651-6380 · aislingcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MUDDY WATERS CAPITAL LLC crossed $500M in regulatory AUM ($308.8M -> $576.3M). IAPD ↗fund
$576.3M RAUM · 10 reps · (415) 429-8167
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CIMARRON HEALTHCARE CAPITAL, LLC crossed $500M in regulatory AUM ($447.7M -> $532.7M). IAPD ↗fund
$532.7M RAUM · 7 reps · 801-849-9293 · cimarronhc.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CAPITALA PRIVATE ADVISORS, LLC crossed $500M in regulatory AUM ($493.6M -> $505.1M). IAPD ↗fund
$505.1M RAUM · 14 reps · 704-376-5502 · capitalagroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BLACK BAY PARTNERS, LLC crossed $500M in regulatory AUM ($383.5M -> $830.1M). IAPD ↗fund
$830.1M RAUM · 12 reps · 504-227-3020 · blackbaypartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EAGLE MERCHANT PARTNERS crossed $500M in regulatory AUM ($408.7M -> $840.6M). IAPD ↗fund
$840.6M RAUM · 15 reps · 404-974-2480 · eaglemerchantpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SHOREHILL CAPITAL LLC crossed $500M in regulatory AUM ($480.0M -> $576.2M). IAPD ↗fund
$576.2M RAUM · 10 reps · 312-876-7267
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ALPHA PARTNERS MANAGEMENT, LLC crossed $500M in regulatory AUM ($404.7M -> $537.5M). IAPD ↗fund
$537.5M RAUM · 10 reps · 212-381-4411 · alphapartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ALTERA PRIVATE ACCESS, LLC crossed $500M in regulatory AUM ($479.1M -> $519.1M). IAPD ↗fund
$519.1M RAUM · 4 reps · 404-537-2759
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MANDARINFISH MANAGEMENT, LLC crossed $500M in regulatory AUM ($376.9M -> $507.7M). IAPD ↗fund
$507.7M RAUM · 1 reps · 401.996.8647
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
THAMES CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($455.6M -> $830.5M). IAPD ↗fund
$830.5M RAUM · 3 reps · 973-200-6725 · thamescapitalmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CMT ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($491.4M -> $532.7M). IAPD ↗fund
$532.7M RAUM · 12 reps · 312-930-9050
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BLACKSAND CAPITAL, LLC crossed $500M in regulatory AUM ($487.3M -> $506.3M). IAPD ↗fund
$506.3M RAUM · 7 reps · 808-738-8400 · blacksandcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PARALLAXES CAPITAL crossed $500M in regulatory AUM ($499.5M -> $620.8M). IAPD ↗fund
$620.8M RAUM · 2 reps · 217-255-3906 · plxcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NEBARI PARTNERS, LLC crossed $500M in regulatory AUM ($387.0M -> $509.7M). IAPD ↗fund
$509.7M RAUM · 11 reps · 212-989-8900 · nebari.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
INFINEDI PARTNERS, LP crossed $500M in regulatory AUM ($425.4M -> $577.3M). IAPD ↗fund
$577.3M RAUM · 5 reps · 917-596-4593
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
KAH CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($380.5M -> $605.3M). IAPD ↗fund
$605.3M RAUM · 5 reps · 703-677-3424 · kahcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CACM crossed $500M in regulatory AUM ($460.1M -> $513.3M). IAPD ↗fund
$513.3M RAUM · 2 reps · 212-668-0697
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
OCO CAPITAL PARTNERS LP crossed $500M in regulatory AUM ($402.8M -> $651.8M). IAPD ↗fund
$651.8M RAUM · 2 reps · 929-293-0826
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
9YARDS CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($494.9M -> $687.6M). IAPD ↗fund
$687.6M RAUM · 7 reps · 424-371-6926 · 9yards.vc
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PIKE STREET CAPITAL crossed $500M in regulatory AUM ($411.2M -> $727.4M). IAPD ↗fund
$727.4M RAUM · 7 reps · 425-686-3320
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TAURUS PRIVATE MARKETS, LLC crossed $500M in regulatory AUM ($323.7M -> $508.7M). IAPD ↗fund
$508.7M RAUM · 5 reps · 484-318-8650
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PRESERVATION EQUITY FUND ADVISORS, LLC crossed $500M in regulatory AUM ($418.9M -> $502.9M). IAPD ↗fund
$502.9M RAUM · 3 reps · 714-662-5565 · pefadvisors.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC crossed $500M in regulatory AUM ($495.2M -> $565.9M). IAPD ↗fund
$565.9M RAUM · 6 reps · 650-444-5874 · realicap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MEP CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($423.9M -> $507.3M). IAPD ↗fund
$507.3M RAUM · 5 reps · 917-593-6414
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EXOME ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($210.8M -> $548.6M). IAPD ↗fund
$548.6M RAUM · 6 reps · 212-403-3900
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TABOR ASSET MANAGEMENT, LP crossed $500M in regulatory AUM ($303.2M -> $577.2M). IAPD ↗fund
$577.2M RAUM · 4 reps · 646-921-7954
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CARR'S HILL PARTNERS crossed $500M in regulatory AUM ($335.2M -> $502.1M). IAPD ↗fund
$502.1M RAUM · 8 reps · 504-332-0901
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TRGP INVESTMENT PARTNERS, LP crossed $500M in regulatory AUM ($471.3M -> $726.8M). IAPD ↗fund
$726.8M RAUM · 13 reps · 212-527-9600 · trgpcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LAGO ASSET MANAGEMENT crossed $500M in regulatory AUM ($457.3M -> $604.9M). IAPD ↗fund
$604.9M RAUM · 14 reps · 7734175246 · lagoinnovation.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
11 CAPITAL PARTNERS LP crossed $500M in regulatory AUM ($411.3M -> $503.5M). IAPD ↗fund
$503.5M RAUM · 4 reps · 646-989-3735 · 11capitalpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($381.8M -> $518.7M). IAPD ↗fund
$518.7M RAUM · 6 reps · (214) 227-7792 · summithousecapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EVE PARTNERS crossed $500M in regulatory AUM ($330.4M -> $641.3M). IAPD ↗fund
$641.3M RAUM · 12 reps · 904-875-5375 · evepartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
KARMEL CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($170.3M -> $636.1M). IAPD ↗fund
$636.1M RAUM · 8 reps · 858-208-3588
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CROSSBEAM VENTURE PARTNERS crossed $500M in regulatory AUM ($423.1M -> $507.7M). IAPD ↗fund
$507.7M RAUM · 5 reps · 212-812-0210 · crossbeam.vc
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
OCTAHEDRON CAPITAL MANAGEMENT, L.P. crossed $500M in regulatory AUM ($358.8M -> $594.2M). IAPD ↗fund
$594.2M RAUM · 4 reps · 858-243-2204
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LONG WALK MANAGEMENT LP crossed $500M in regulatory AUM ($376.8M -> $603.6M). IAPD ↗fund
$603.6M RAUM · 2 reps · 917-817-9743 · longwalkmgmt.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
QVIDTVM MANAGEMENT LLC crossed $500M in regulatory AUM ($458.8M -> $555.8M). IAPD ↗fund
$555.8M RAUM · 1 reps · 212-457-9077 · qvidtvm.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GRAFINE CAPITAL HOLDINGS LLC crossed $500M in regulatory AUM ($457.6M -> $775.0M). IAPD ↗fund
$775.0M RAUM · 6 reps · 212-235-2045 · grafine.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PERMANENT EQUITY MANAGEMENT crossed $500M in regulatory AUM ($464.9M -> $508.8M). IAPD ↗fund
$508.8M RAUM · 13 reps · 573-445-0678
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BASTION MANAGEMENT II LLC crossed $500M in regulatory AUM ($455.0M -> $572.7M). IAPD ↗fund
$572.7M RAUM · 8 reps · +1-203-594-9264 · mesirow.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HIDDENITE CAPITAL PARTNERS LP crossed $500M in regulatory AUM ($137.8M -> $634.5M). IAPD ↗fund
$634.5M RAUM · 3 reps · 831-233-4225 · hiddenitecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HARRADEN CIRCLE INVESTMENTS, LLC crossed $500M in regulatory AUM ($451.8M -> $562.9M). IAPD ↗fund
$562.9M RAUM · 4 reps · (212) 832-0112 · harradencircle.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LYNX1 CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($310.3M -> $626.7M). IAPD ↗fund
$626.7M RAUM · 4 reps · 929-888-7476
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARMADILLO LITIGATION FUNDING LLC crossed $500M in regulatory AUM ($493.4M -> $581.4M). IAPD ↗fund
$581.4M RAUM · 7 reps · 713.861.7200 · armadillolf.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GAVILAN INVESTMENT PARTNERS LLC crossed $500M in regulatory AUM ($445.1M -> $514.7M). IAPD ↗fund
$514.7M RAUM · 2 reps · 650-334-4990 · gavilanpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MIRI CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($494.7M -> $929.7M). IAPD ↗fund
$929.7M RAUM · 7 reps · 617-938-3843 · miricapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PHARVISION ADVISERS, LLC crossed $500M in regulatory AUM ($315.9M -> $513.2M). IAPD ↗fund
$513.2M RAUM · 1 reps · 561-614-6014 · pharvision.ai
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BANYAN ALPHA INVESTMENT L.P. crossed $500M in regulatory AUM ($433.9M -> $751.9M). IAPD ↗fund
$751.9M RAUM · 4 reps · 650-254-6608 · banyanalpha.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
RIVERMONT CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($413.5M -> $617.9M). IAPD ↗fund
$617.9M RAUM · 3 reps · 212-970-0070 · rivermontcapitallp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CALLODINE CREDIT MANAGEMENT crossed $500M in regulatory AUM ($467.2M -> $603.0M). IAPD ↗fund
$603.0M RAUM · 8 reps · 617-880-7494
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
327 CAPITAL PARTNERS, LLC crossed $500M in regulatory AUM ($436.2M -> $505.5M). IAPD ↗fund
$505.5M RAUM · 1 reps · 210-320-0202
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
5TH CENTURY PARTNERS crossed $500M in regulatory AUM ($397.9M -> $521.2M). IAPD ↗fund
$521.2M RAUM · 14 reps · 312-242-0071
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GDA LUMA CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($406.5M -> $592.4M). IAPD ↗fund
$592.4M RAUM · 13 reps · 917-312-6701 · gdaluma.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FAIRBRIDGE ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($370.7M -> $535.4M). IAPD ↗fund
$535.4M RAUM · 7 reps · 833-869-3443
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
EMBASSY ASSET MANAGEMENT LP crossed $500M in regulatory AUM ($426.7M -> $774.0M). IAPD ↗fund
$774.0M RAUM · 4 reps · 862.278.2113 · embassyfunds.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
LIONHEART STRATEGIC MANAGEMENT, LLC crossed $500M in regulatory AUM ($370.9M -> $508.7M). IAPD ↗fund
$508.7M RAUM · 11 reps · 646-744-2284 · lionheartstrategic.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MACHINE INVESTMENT GROUP, LP crossed $500M in regulatory AUM ($455.3M -> $623.7M). IAPD ↗fund
$623.7M RAUM · 11 reps · 917-970-0313 · machineinv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
WAYSTONE ASSET MANAGEMENT (USA) LLC crossed $500M in regulatory AUM ($131.0M -> $742.6M). IAPD ↗fund
$742.6M RAUM · 4 reps · 312-724-9036 · waystone.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
KAIN CAPITAL crossed $500M in regulatory AUM ($476.0M -> $808.9M). IAPD ↗fund
$808.9M RAUM · 8 reps · 646-631-2200
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
NORTHERN LAKES CAPITAL, L.P. crossed $500M in regulatory AUM ($320.7M -> $575.4M). IAPD ↗fund
$575.4M RAUM · 10 reps · 612-562-4288
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
IRON PATH CAPITAL, L.P. crossed $500M in regulatory AUM ($447.1M -> $698.5M). IAPD ↗fund
$698.5M RAUM · 17 reps · 434-257-3288
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DEEPWATER ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($457.7M -> $626.7M). IAPD ↗fund
$626.7M RAUM · 8 reps · 612-424-1393
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CYPRESS POINT INVESTMENT MANAGEMENT LP crossed $500M in regulatory AUM ($283.9M -> $512.4M). IAPD ↗fund
$512.4M RAUM · 4 reps · 415-598-1040 · cypresspointlp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SATURN V CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($424.2M -> $793.2M). IAPD ↗fund
$793.2M RAUM · 4 reps · 415-738-4435
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HUDSON HILL CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($474.3M -> $518.1M). IAPD ↗fund
$518.1M RAUM · 5 reps · (212) 551-4690
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
OPTO INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($371.0M -> $565.4M). IAPD ↗fund
$565.4M RAUM · 6 reps · 212-658-0382
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARCHER CAPITAL GROUP MANAGEMENT, LLC crossed $500M in regulatory AUM ($285.6M -> $659.6M). IAPD ↗fund
$659.6M RAUM · 8 reps · 310-916-9599 · archercapg.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TOWER BAY ASSET MANAGEMENT LP crossed $500M in regulatory AUM ($492.4M -> $513.6M). IAPD ↗fund
$513.6M RAUM · 5 reps · 203-610-8806 · towerbayassetmanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC crossed $500M in regulatory AUM ($161.2M -> $549.9M). IAPD ↗fund
$549.9M RAUM · 6 reps · 212-572-6469 · terramontinfra.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GREYBULL ADVISORS, LLC crossed $500M in regulatory AUM ($310.8M -> $513.6M). IAPD ↗fund
$513.6M RAUM · 6 reps · (307) 364-6400
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GOODLANDER INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($324.1M -> $660.5M). IAPD ↗fund
$660.5M RAUM · 5 reps · 254-716-6313 · goodlanderim.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC crossed $500M in regulatory AUM ($411.0M -> $613.2M). IAPD ↗fund
$613.2M RAUM · 5 reps · 267-778-4045 · semcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BITWISE INVESTMENT MANAGER, LLC crossed $500M in regulatory AUM ($67.8M -> $500.8M). IAPD ↗fund
$500.8M RAUM · 8 reps · 415-707-3663 · btopetf.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DI INVESTMENT MANAGEMENT LP crossed $500M in regulatory AUM ($365.4M -> $617.6M). IAPD ↗fund
$617.6M RAUM · 45 reps · 214-775-4712 · dalfen.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
K FUND CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($342.1M -> $539.3M). IAPD ↗fund
$539.3M RAUM · 1 reps · (310) 663-9090
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CUREWELL CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($196.8M -> $744.3M). IAPD ↗fund
$744.3M RAUM · 7 reps · 310-361-1510 · curewellcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HVPF MANAGER II, LLC crossed $500M in regulatory AUM ($430.0M -> $527.2M). IAPD ↗fund
$527.2M RAUM · 11 reps · 917-398-4100 · hudsonvalleypropertygroup.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ALIGNMENT GROWTH crossed $500M in regulatory AUM ($391.0M -> $593.2M). IAPD ↗fund
$593.2M RAUM · 9 reps · (917) 848-3552 · alignmentgrowth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FAROPOINT VENTURES, LLC crossed $500M in regulatory AUM ($227.3M -> $780.0M). IAPD ↗fund
$780.0M RAUM · 49 reps · 408-609-3725
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
VELOCITY CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($256.4M -> $598.2M). IAPD ↗fund
$598.2M RAUM · 8 reps · 212-540-7133
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HUMBLE GROWTH crossed $500M in regulatory AUM ($402.5M -> $501.6M). IAPD ↗fund
$501.6M RAUM · 10 reps · 212-220-1588 · humblegrowth.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SATURN FIVE ADVISORS LLC crossed $500M in regulatory AUM ($401.8M -> $556.1M). IAPD ↗fund
$556.1M RAUM · 3 reps · 720-314-8373 · saturnfive.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DAVERN CAPITAL PARTNERS, LP crossed $500M in regulatory AUM ($57.5M -> $715.1M). IAPD ↗fund
$715.1M RAUM · 3 reps · (646) 485-6541 · daverncapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC crossed $500M in regulatory AUM ($469.9M -> $831.4M). IAPD ↗fund
$831.4M RAUM · 25 reps · 1-713-402-8266
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TWO SIGMA REAL ESTATE, LP crossed $500M in regulatory AUM ($225.0M -> $581.7M). IAPD ↗fund
$581.7M RAUM · 13 reps · (212) 625-5700
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
THE BRYDON GROUP crossed $500M in regulatory AUM ($314.9M -> $721.5M). IAPD ↗fund
$721.5M RAUM · 19 reps · 202-990-7605
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ONDO CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($406.5M -> $952.4M). IAPD ↗fund
$952.4M RAUM · 7 reps · 203-489-5000 · ondo.finance
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
JAFFA CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($220.0M -> $597.2M). IAPD ↗fund
$597.2M RAUM · 4 reps · 216-245-1231 · jaffamanagement.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BLUE OWL STRATEGIC EQUITY ADVISORS LLC crossed $500M in regulatory AUM ($310.1M -> $613.9M). IAPD ↗fund
$613.9M RAUM · 250 reps · (212) 419-3000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TWO ROADS PARTNERS MANAGEMENT, LP crossed $500M in regulatory AUM ($487.6M -> $578.9M). IAPD ↗fund
$578.9M RAUM · 13 reps · 212-300-9803 · tworoads.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
3 BOOMERANG CAPITAL, LP crossed $500M in regulatory AUM ($385.4M -> $546.1M). IAPD ↗fund
$546.1M RAUM · 12 reps · 203-653-5300 · 3boomerang.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DYNASTY EQUITY PARTNERS MANAGEMENT, LLC crossed $500M in regulatory AUM ($391.5M -> $669.8M). IAPD ↗fund
$669.8M RAUM · 11 reps · 212-970-9850
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
HARVEST GROWTH CAPITAL crossed $500M in regulatory AUM ($447.9M -> $626.9M). IAPD ↗fund
$626.9M RAUM · 1 reps · 512-466-9118 · harvestgrowthcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CYTIUM INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($459.9M -> $749.0M). IAPD ↗fund
$749.0M RAUM · 3 reps · 347-503-1338 · cytiuminv.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BIRNAM OAK ADVISORS, LP crossed $500M in regulatory AUM ($372.4M -> $577.0M). IAPD ↗fund
$577.0M RAUM · 3 reps · 212-970-5800 · birnam-oak.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SAOTHAIR CAPITAL PARTNERS crossed $500M in regulatory AUM ($163.3M -> $500.7M). IAPD ↗fund
$500.7M RAUM · 6 reps · 484-658-3100
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GUMSHOE CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($352.1M -> $570.6M). IAPD ↗fund
$570.6M RAUM · 4 reps · 646-264-4403 · gumshoecap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ION PACIFIC, INC. crossed $500M in regulatory AUM ($483.1M -> $554.9M). IAPD ↗fund
$554.9M RAUM · 8 reps · +1-714-408-4618 · ionpacific.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CONTINUIM EQUITY PARTNERS, LP crossed $500M in regulatory AUM ($348.8M -> $560.4M). IAPD ↗fund
$560.4M RAUM · 17 reps · 412-586-7651 · continuim.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BROADWING CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($422.2M -> $513.1M). IAPD ↗fund
$513.1M RAUM · 10 reps · 972-503-9776
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CLEARLIST CAPITAL LLC crossed $500M in regulatory AUM ($434.1M -> $959.8M). IAPD ↗fund
$959.8M RAUM · 4 reps · 212-207-1370
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
FORTWOOD CAPITAL LP crossed $500M in regulatory AUM ($320.8M -> $513.0M). IAPD ↗fund
$513.0M RAUM · 4 reps · 475-303-3380
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
AGELLUS CAPITAL, LLC crossed $500M in regulatory AUM ($469.6M -> $507.8M). IAPD ↗fund
$507.8M RAUM · 11 reps · 314-408-5600
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
INDAGO CAPITAL LLC crossed $500M in regulatory AUM ($289.4M -> $555.9M). IAPD ↗fund
$555.9M RAUM · 8 reps · 212-680-4970
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
GARDEN INVESTMENTS crossed $500M in regulatory AUM ($463.1M -> $507.7M). IAPD ↗fund
$507.7M RAUM · 8 reps · (203) 242-8370
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
POLEN CAPITAL CLO MANAGEMENT, LLC crossed $500M in regulatory AUM ($157.2M -> $808.4M). IAPD ↗fund
$808.4M RAUM · 28 reps · 781-283-8500
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
MW ADVISOR, LLC crossed $500M in regulatory AUM ($260.2M -> $552.5M). IAPD ↗fund
$552.5M RAUM · 19 reps · 212-500-3000
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
M37 MANAGEMENT LP crossed $500M in regulatory AUM ($232.6M -> $656.4M). IAPD ↗fund
$656.4M RAUM · 4 reps · 347-267-1584 · m37.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SPRUCE STREET CAPITAL LP crossed $500M in regulatory AUM ($293.0M -> $555.9M). IAPD ↗fund
$555.9M RAUM · 3 reps · (646) 416-9712
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
BELLTOWER PARTNERS crossed $500M in regulatory AUM ($477.7M -> $681.4M). IAPD ↗fund
$681.4M RAUM · 4 reps · 212-960-8042 · belltowerpartners.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ELMIND CAPITAL LP crossed $500M in regulatory AUM ($374.8M -> $613.6M). IAPD ↗fund
$613.6M RAUM · 1 reps · 650-796-6466
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
RITHM CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($274.1M -> $825.7M). IAPD ↗fund
$825.7M RAUM · 21 reps · 212 850 7770 · rithmcap.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
SQ CAPITAL LLC crossed $500M in regulatory AUM ($125.7M -> $556.1M). IAPD ↗fund
$556.1M RAUM · 9 reps · 646-435-3720 · sqcapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
ARA GC PARTNERS, LLC crossed $500M in regulatory AUM ($150.0M -> $935.9M). IAPD ↗fund
$935.9M RAUM · 9 reps · 713-337-9150
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
CC CAPITAL INSURANCE ADVISORS LLC crossed $500M in regulatory AUM ($320.0M -> $937.4M). IAPD ↗fund
$937.4M RAUM · 1 reps · 212-355-5515 · cc.capital
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
DERBY LANE crossed $500M in regulatory AUM ($340.0M -> $746.3M). IAPD ↗fund
$746.3M RAUM · 9 reps · (646) 530-6465 · derbyln.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
PEACHTREE GROUP crossed $500M in regulatory AUM ($155.7M -> $940.8M). IAPD ↗fund
$940.8M RAUM · 69 reps · 404-497-4111
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
COASTLANDS CAPITAL LP crossed $500M in regulatory AUM ($408.7M -> $785.0M). IAPD ↗fund
$785.0M RAUM · 3 reps · 415-249-1282 · coastlands.capital
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TENSOR EDGE CAPITAL, LLC crossed $500M in regulatory AUM ($109.5M -> $584.8M). IAPD ↗fund
$584.8M RAUM · 5 reps · 617-468-6054
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
TRAILS EDGE CAPITAL PARTNERS, LP crossed $500M in regulatory AUM ($389.0M -> $933.4M). IAPD ↗fund
$933.4M RAUM · 5 reps · (770) 600-9010
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
APHIAS CAPITAL, L.P. crossed $500M in regulatory AUM ($350.0M -> $542.1M). IAPD ↗fund
$542.1M RAUM · 11 reps · 415-320-1644 · aphias.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
IRONARC MANAGEMENT, LLC crossed $500M in regulatory AUM ($209.6M -> $834.1M). IAPD ↗fund
$834.1M RAUM · 4 reps · (206) 450-7899 · ironarcventures.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
DEANS KNIGHT CAPITAL MANAGEMENT crossed $500M in regulatory AUM ($336.0M -> $538.3M). IAPD ↗foreign
$538.3M RAUM · 7 reps · 604-669-0212 · deansknight.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
GOLD INVESTMENT MANAGEMENT LTD. crossed $500M in regulatory AUM ($409.5M -> $525.8M). IAPD ↗foreign
$525.8M RAUM · 3 reps · 780-436-9955
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
LLOYD CAPITAL LLC crossed $500M in regulatory AUM ($469.7M -> $863.3M). IAPD ↗foreign
$863.3M RAUM · 8 reps · +41445332230 · lloydcapital.ch
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
HELVETIA INVESTMENT ADVISORS crossed $500M in regulatory AUM ($370.5M -> $506.8M). IAPD ↗foreign
$506.8M RAUM · 1 reps · +41919100583 · helvetia-ia.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
RAYS CAPITAL PARTNERS LIMITED crossed $500M in regulatory AUM ($362.8M -> $547.2M). IAPD ↗foreign
$547.2M RAUM · 14 reps · 852 3973 6700 · rayscapital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
VOYA INVESTMENT MANAGEMENT (UK) LIMITED crossed $500M in regulatory AUM ($409.7M -> $522.1M). IAPD ↗foreign
$522.1M RAUM · 10 reps · 44 020 3526 9449
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. crossed $500M in regulatory AUM ($474.2M -> $893.9M). IAPD ↗foreign
$893.9M RAUM · 2 reps · (+65) 6016-2583 · allspringglobal.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
NOVACAP MANAGEMENT FINANCIAL SERVICES INC. crossed $500M in regulatory AUM ($409.1M -> $834.8M). IAPD ↗foreign
$834.8M RAUM · 12 reps · 1-450-651-5000 · novacapcorp.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
40
SENGU CAPITAL LIMITED crossed $500M in regulatory AUM ($153.4M -> $859.1M). IAPD ↗foreign
$859.1M RAUM · 2 reps · 852 3428 2949 · sengu-capital.com
Portfolio / reporting / TAMPCRMIntegration & migration consulting
aum down — 480 Regulatory AUM down >=25% since last filing.
50
SANFORD C. BERNSTEIN & CO., LLC reported RAUM down 26% ($1.65B -> $1.22B). IAPD ↗
$1.22B RAUM · 0 reps · 615-622-0000
M&A & valuationRecruiting & transitions
50
JENSEN INVESTMENT MANAGEMENT INC. reported RAUM down 42% ($11.24B -> $6.48B). IAPD ↗
$6.48B RAUM · 14 reps · 503-726-4384
M&A & valuationRecruiting & transitions
50
SHAPIRO CAPITAL MANAGEMENT LLC reported RAUM down 33% ($2.95B -> $1.97B). IAPD ↗
$1.97B RAUM · 4 reps · 404-842-9600 · shapirocapital.com
M&A & valuationRecruiting & transitions
50
BROWN CAPITAL MANAGEMENT, LLC reported RAUM down 44% ($8.10B -> $4.54B). IAPD ↗
$4.54B RAUM · 13 reps · 410-837-3234 · browncapital.com
M&A & valuationRecruiting & transitions
50
WEATHERBIE CAPITAL, LLC reported RAUM down 29% ($1.89B -> $1.34B). IAPD ↗
$1.34B RAUM · 7 reps · 617-951-2550 · alger.com
M&A & valuationRecruiting & transitions
50
POLEN CAPITAL MANAGEMENT, LLC reported RAUM down 36% ($37.70B -> $24.06B). IAPD ↗
$24.06B RAUM · 22 reps · 1-561-241-2425
M&A & valuationRecruiting & transitions
50
EDGEWOOD MANAGEMENT LLC reported RAUM down 40% ($35.94B -> $21.52B). IAPD ↗
$21.52B RAUM · 13 reps · 203-769-7606
M&A & valuationRecruiting & transitions
50
SENTRY MANAGEMENT INC reported RAUM down 30% ($7.81B -> $5.44B). IAPD ↗
$5.44B RAUM · 2 reps · 940-696-2100 · sentrymanagement.com
M&A & valuationRecruiting & transitions
50
RIVERBRIDGE reported RAUM down 27% ($6.88B -> $5.03B). IAPD ↗
$5.03B RAUM · 23 reps · 612-904-6200
M&A & valuationRecruiting & transitions
50
ENVESTNET PORTFOLIO SOLUTIONS, INC. reported RAUM down 41% ($29.34B -> $17.35B). IAPD ↗
$17.35B RAUM · 178 reps · 312-827-2800
M&A & valuationRecruiting & transitions
50
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. reported RAUM down 58% ($6.80B -> $2.84B). IAPD ↗
$2.84B RAUM · 0 reps · 617-450-9300 · scagrp.com
M&A & valuationRecruiting & transitions
50
B. RILEY WEALTH ADVISORS, INC. reported RAUM down 40% ($7.03B -> $4.21B). IAPD ↗
$4.21B RAUM · 172 reps · 901-251-1330 · brileywealth.com
M&A & valuationRecruiting & transitions
50
WEALTHSPIRE RETIREMENT ADVISORY reported RAUM down 67% ($118.03B -> $38.61B). IAPD ↗
$38.61B RAUM · 139 reps · 949.460.9898 · wealthspire.com
M&A & valuationRecruiting & transitions
50
SAGEVIEW ADVISORY GROUP, LLC reported RAUM down 84% ($238.55B -> $37.50B). IAPD ↗
$37.50B RAUM · 112 reps · 800-814-8742
M&A & valuationRecruiting & transitions
50
PROMANAGE, LLC reported RAUM down 33% ($6.07B -> $4.06B). IAPD ↗
$4.06B RAUM · 4 reps · 312-456-0665
M&A & valuationRecruiting & transitions
50
BEAR CREEK ASSET MANAGEMENT, LLC reported RAUM down 30% ($7.46B -> $5.19B). IAPD ↗
$5.19B RAUM · 8 reps · 303-459-7333 · bearcreekam.com
M&A & valuationRecruiting & transitions
50
CLARKSTON CAPITAL PARTNERS, LLC reported RAUM down 56% ($3.87B -> $1.71B). IAPD ↗
$1.71B RAUM · 12 reps · 248-940-3040 · clarkstoncapital.com
M&A & valuationRecruiting & transitions
50
MAR VISTA INVESTMENT PARTNERS, LLC reported RAUM down 26% ($1.51B -> $1.12B). IAPD ↗
$1.12B RAUM · 19 reps · 310-917-2800
M&A & valuationRecruiting & transitions
50
CEREDEX VALUE ADVISORS LLC reported RAUM down 34% ($5.16B -> $3.43B). IAPD ↗
$3.43B RAUM · 11 reps · 407-674-1270
M&A & valuationRecruiting & transitions
50
FFT WEALTH MANAGEMENT reported RAUM down 61% ($6.05B -> $2.34B). IAPD ↗
$2.34B RAUM · 24 reps · 610-545-6100 · fftwealth.com
M&A & valuationRecruiting & transitions
50
NORTHWEST FINANCIAL ADVISORS LLC reported RAUM down 35% ($1.92B -> $1.24B). IAPD ↗
$1.24B RAUM · 31 reps · 703-810-1072 · rtholden.nwfllc.com
M&A & valuationRecruiting & transitions
50
SVB WEALTH reported RAUM down 38% ($4.98B -> $3.10B). IAPD ↗
$3.10B RAUM · 36 reps · 6179124485 · firstcitizens.com
M&A & valuationRecruiting & transitions
50
ARISTOTLE CAPITAL BOSTON, LLC reported RAUM down 33% ($2.72B -> $1.83B). IAPD ↗
$1.83B RAUM · 8 reps · 617-274-3700
M&A & valuationRecruiting & transitions
50
DRIVE WEALTH ADVISERS reported RAUM down 31% ($2.18B -> $1.50B). IAPD ↗
$1.50B RAUM · 15 reps · 801-901-6150 · drivewealthadvisers.com
M&A & valuationRecruiting & transitions
50
ARISTOTLE ATLANTIC PARTNERS, LLC reported RAUM down 31% ($3.22B -> $2.22B). IAPD ↗
$2.22B RAUM · 0 reps · 212-652-4150
M&A & valuationRecruiting & transitions
50
EVOKE ADVISORS reported RAUM down 38% ($27.70B -> $17.29B). IAPD ↗
$17.29B RAUM · 25 reps · 424-372-1776
M&A & valuationRecruiting & transitions
50
LIBERTY ONE INVESTMENT MANAGEMENT reported RAUM down 56% ($2.38B -> $1.05B). IAPD ↗
$1.05B RAUM · 19 reps · 847-680-9255
M&A & valuationRecruiting & transitions
50
PANDI, LLC reported RAUM down 32% ($2.04B -> $1.38B). IAPD ↗
$1.38B RAUM · 7 reps · 913-437-9900 · pandikc.com
M&A & valuationRecruiting & transitions
48
SANDERS MORRIS LLC reported RAUM down 42% ($991.7M -> $576.1M). IAPD ↗
$576.1M RAUM · 13 reps · 713-224-3100
M&A & valuationRecruiting & transitions
48
FLAGSTAR ADVISORS, INC. reported RAUM down 32% ($1.16B -> $784.3M). IAPD ↗
$784.3M RAUM · 37 reps · 646-822-1475
M&A & valuationRecruiting & transitions
48
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC reported RAUM down 47% ($1.75B -> $933.7M). IAPD ↗
$933.7M RAUM · 5 reps · 208-336-1422 · mountain-pacific.com
M&A & valuationRecruiting & transitions
48
LAWSON KROEKER INVESTMENT MANAGEMENT INC reported RAUM down 37% ($682.7M -> $428.6M). IAPD ↗
$428.6M RAUM · 4 reps · 402-392-2606 · lawsonkroeker.com
M&A & valuationRecruiting & transitions
48
TRUST ADVISORY GROUP LTD reported RAUM down 37% ($494.4M -> $313.5M). IAPD ↗
$313.5M RAUM · 22 reps · 800-292-2411
M&A & valuationRecruiting & transitions
48
HAHN CAPITAL MANAGEMENT, LLC reported RAUM down 25% ($521.0M -> $390.0M). IAPD ↗
$390.0M RAUM · 5 reps · 415-394-6512 · hahncap.com
M&A & valuationRecruiting & transitions
48
CHESAPEAKE ASSET MANAGEMENT LLC reported RAUM down 35% ($721.3M -> $468.8M). IAPD ↗
$468.8M RAUM · 5 reps · 212-218-4040 · chesman.com
M&A & valuationRecruiting & transitions
48
TUFTON CAPITAL MANAGEMENT, LLC reported RAUM down 43% ($810.1M -> $463.8M). IAPD ↗
$463.8M RAUM · 6 reps · 410-400-8500 · tuftoncapital.com
M&A & valuationRecruiting & transitions
48
AMERICAN TRUST INVESTMENT ADVISORS, LLC reported RAUM down 39% ($497.3M -> $303.5M). IAPD ↗
$303.5M RAUM · 2 reps · 603-448-6415 · amertrust.com
M&A & valuationRecruiting & transitions
48
MARQUETTE ASSOCIATES, INC. reported RAUM down 33% ($468.0M -> $315.7M). IAPD ↗
$315.7M RAUM · 5 reps · 610-719-0300 · peircepark.com
M&A & valuationRecruiting & transitions
48
PROPRIETARY CAPITAL, LLC reported RAUM down 43% ($1.15B -> $651.8M). IAPD ↗
$651.8M RAUM · 8 reps · 303-575-9084 · proprietarycapital.com
M&A & valuationRecruiting & transitions
48
REDWOOD INVESTMENTS, LLC reported RAUM down 32% ($1.05B -> $710.1M). IAPD ↗
$710.1M RAUM · 6 reps · 617-467-3000 · redwoodinv.com
M&A & valuationRecruiting & transitions
48
ACCUVEST GLOBAL ADVISORS, INC. reported RAUM down 33% ($937.7M -> $630.5M). IAPD ↗
$630.5M RAUM · 4 reps · 925-930-2882
M&A & valuationRecruiting & transitions
48
ASSET STRATEGY ADVISORS, LLC reported RAUM down 29% ($917.8M -> $649.3M). IAPD ↗
$649.3M RAUM · 8 reps · 781-235-4426
M&A & valuationRecruiting & transitions
48
HS MANAGEMENT PARTNERS, LLC reported RAUM down 70% ($1.55B -> $469.9M). IAPD ↗
$469.9M RAUM · 5 reps · 212-888-0060 · hsmanage.com
M&A & valuationRecruiting & transitions
48
LIFEINVEST WEALTH MANAGEMENT, LTD reported RAUM down 33% ($447.1M -> $300.5M). IAPD ↗
$300.5M RAUM · 8 reps · 786-523-0500
M&A & valuationRecruiting & transitions
48
MARKETRIDERS reported RAUM down 25% ($485.6M -> $363.0M). IAPD ↗
$363.0M RAUM · 4 reps · (866) 990-3837
M&A & valuationRecruiting & transitions
48
ROSEMAWR MANAGEMENT LLC reported RAUM down 28% ($1.17B -> $843.6M). IAPD ↗
$843.6M RAUM · 12 reps · 212-286-9474 · rosemawr.com
M&A & valuationRecruiting & transitions
48
ADAMS ASHBY FINANCIAL ADVISORS reported RAUM down 35% ($737.1M -> $479.8M). IAPD ↗
$479.8M RAUM · 2 reps · 916-333-5989 · adamsashby.com
M&A & valuationRecruiting & transitions
48
HOLLANDER ASSET MANAGEMENT LLC reported RAUM down 33% ($622.4M -> $419.7M). IAPD ↗
$419.7M RAUM · 2 reps · 305-579-9255
M&A & valuationRecruiting & transitions
48
TRIGRAN INVESTMENTS, INC. reported RAUM down 44% ($954.7M -> $533.2M). IAPD ↗
$533.2M RAUM · 7 reps · 847-656-1640 · trigraninc.com (landing page only)
M&A & valuationRecruiting & transitions
48
CANNELL CAPITAL LLC reported RAUM down 29% ($527.6M -> $372.8M). IAPD ↗
$372.8M RAUM · 2 reps · 307-733-2284
M&A & valuationRecruiting & transitions
48
PHAROS CAPITAL GROUP, LLC reported RAUM down 41% ($1.07B -> $629.6M). IAPD ↗
$629.6M RAUM · 12 reps · 615-234-5522
M&A & valuationRecruiting & transitions
48
INTEGRATED FINANCIAL STRATEGIES, LLC reported RAUM down 29% ($455.0M -> $322.0M). IAPD ↗
$322.0M RAUM · 5 reps · 954-526-8525 · ifsinvest.com
M&A & valuationRecruiting & transitions
48
FULLCIRCLE WEALTH LLC reported RAUM down 35% ($393.5M -> $257.4M). IAPD ↗
$257.4M RAUM · 2 reps · 972-480-6200
M&A & valuationRecruiting & transitions
48
TRU INDEPENDENCE ASSET MANAGEMENT, LLC reported RAUM down 41% ($575.3M -> $336.9M). IAPD ↗
$336.9M RAUM · 8 reps · (971) 371-3444
M&A & valuationRecruiting & transitions
48
LOGICA CAPITAL ADVISERS, LLC reported RAUM down 44% ($541.0M -> $304.6M). IAPD ↗
$304.6M RAUM · 4 reps · 424-652-9500
M&A & valuationRecruiting & transitions
48
ONE WEALTH MAP, LLC reported RAUM down 74% ($1.10B -> $287.4M). IAPD ↗
$287.4M RAUM · 6 reps · 702-470-2660
M&A & valuationRecruiting & transitions
48
XP ADVISORY US, INC. reported RAUM down 49% ($1.56B -> $792.3M). IAPD ↗
$792.3M RAUM · 27 reps · 786-725-5983
M&A & valuationRecruiting & transitions
48
EAGLE BAY FAMILY OFFICE reported RAUM down 28% ($948.5M -> $680.8M). IAPD ↗
$680.8M RAUM · 4 reps · 212-634-7879 · eaglebayfamilyoffice.com
M&A & valuationRecruiting & transitions
48
CUSTOS FAMILY OFFICE LLC reported RAUM down 53% ($729.6M -> $346.6M). IAPD ↗
$346.6M RAUM · 2 reps · 303-578-7024 · custosfo.com
M&A & valuationRecruiting & transitions
48
GREYSTONE FINANCIAL GROUP, LLC reported RAUM down 52% ($1.03B -> $494.9M). IAPD ↗
$494.9M RAUM · 3 reps · 248-267-1270
M&A & valuationRecruiting & transitions
48
ATTINGER, LLC reported RAUM down 27% ($543.0M -> $394.5M). IAPD ↗
$394.5M RAUM · 2 reps · 215-600-1296 · attingerllc.com
M&A & valuationRecruiting & transitions
48
ATOMIC INVEST LLC reported RAUM down 31% ($462.9M -> $319.5M). IAPD ↗
$319.5M RAUM · 21 reps · 212-419-5036 · atomicvest.com
M&A & valuationRecruiting & transitions
48
CORNERSTONE PORTFOLIO RESEARCH reported RAUM down 76% ($1.85B -> $444.3M). IAPD ↗
$444.3M RAUM · 4 reps · 484-631-3684
M&A & valuationRecruiting & transitions
48
ABRA CAPITAL MANAGEMENT, LP reported RAUM down 52% ($700.6M -> $334.7M). IAPD ↗
$334.7M RAUM · 5 reps · 707-340-3722 · abra.com
M&A & valuationRecruiting & transitions
45
E. MAGNUS OPPENHEIM & CO. INC. reported RAUM down 86% ($70.4M -> $9.5M). IAPD ↗
$9.5M RAUM · 1 reps · 212-983-1818 · emagnus.com
M&A & valuationRecruiting & transitions
45
DOMINARI SECURITIES LLC reported RAUM down 33% ($41.6M -> $28.0M). IAPD ↗
$28.0M RAUM · 8 reps · 212-393-4500 · dominarisecurities.com
M&A & valuationRecruiting & transitions
45
COKER & PALMER reported RAUM down 48% ($244.1M -> $126.3M). IAPD ↗
$126.3M RAUM · 7 reps · 601-354-0860 · cokerpalmer.com
M&A & valuationRecruiting & transitions
45
SPARROW CAPITAL MANAGEMENT INC reported RAUM down 49% ($224.3M -> $113.3M). IAPD ↗
$113.3M RAUM · 1 reps · 314-725-6161 · sparrowcapital.com
M&A & valuationRecruiting & transitions
45
FAIRBANKS CAPITAL MANAGEMENT, INC. reported RAUM down 43% ($369.9M -> $210.6M). IAPD ↗
$210.6M RAUM · 3 reps · (858) 759-0617 · qualitygrowth.com
M&A & valuationRecruiting & transitions
45
HUNTER MICHAEL INVESTMENT ADVISORS INC reported RAUM down 92% ($969.6M -> $81.2M). IAPD ↗
$81.2M RAUM · 1 reps · 804-378-7640 · huntermichael.com
M&A & valuationRecruiting & transitions
45
HILLMAN CAPITAL MANAGEMENT INC reported RAUM down 36% ($308.0M -> $195.9M). IAPD ↗
$195.9M RAUM · 2 reps · 240-744-4500 · hillmancapital.com
M&A & valuationRecruiting & transitions
45
PROFIT INVESTMENTS reported RAUM down 80% ($132.0M -> $26.8M). IAPD ↗
$26.8M RAUM · 2 reps · 301-650-0059
M&A & valuationRecruiting & transitions
45
CFM ADVISORS INC reported RAUM down 94% ($3.49B -> $202.7M). IAPD ↗
$202.7M RAUM · 5 reps · 631.657.2135 · cfmadvisorsinc.com
M&A & valuationRecruiting & transitions
45
WOODMONT ADVISORY GROUP, INC. reported RAUM down 27% ($125.4M -> $91.9M). IAPD ↗
$91.9M RAUM · 2 reps · 601-724-1926
M&A & valuationRecruiting & transitions
45
RCM ROBINSON CAPITAL MANAGEMENT LLC reported RAUM down 43% ($108.3M -> $61.8M). IAPD ↗
$61.8M RAUM · 1 reps · 415-771-9421 · robinsoncapital.com
M&A & valuationRecruiting & transitions
45
DORIAN EASON ASSET MANAGEMENT, LLC reported RAUM down 78% ($124.5M -> $27.1M). IAPD ↗
$27.1M RAUM · 1 reps · 901-755-2075
M&A & valuationRecruiting & transitions
45
PRUNEYARD FINANCIAL GROUP, INC. reported RAUM down 45% ($140.3M -> $77.0M). IAPD ↗
$77.0M RAUM · 1 reps · 408-377-4444 · pruneyardfinancial.com
M&A & valuationRecruiting & transitions
45
MARIN WEALTH ADVISORS LLC reported RAUM down 81% ($357.0M -> $69.4M). IAPD ↗
$69.4M RAUM · 2 reps · 415-458-5880 · marinwealthadvisors.com
M&A & valuationRecruiting & transitions
45
ANCHOR CAPITAL reported RAUM down 38% ($309.6M -> $191.2M). IAPD ↗
$191.2M RAUM · 1 reps · (800)-290-8633 · anchor-capital.com
M&A & valuationRecruiting & transitions
45
INTERACTIVE FINANCIAL ADVISORS reported RAUM down 29% ($337.8M -> $240.4M). IAPD ↗
$240.4M RAUM · 33 reps · 630-472-1300 · someonewhocares.com
M&A & valuationRecruiting & transitions
45
WHALEN CAPITAL, INC. reported RAUM down 51% ($152.4M -> $75.1M). IAPD ↗
$75.1M RAUM · 2 reps · 715-241-6935 · whalenfg.com
M&A & valuationRecruiting & transitions
45
BRADLEY WEALTH LLC reported RAUM down 30% ($282.6M -> $196.7M). IAPD ↗
$196.7M RAUM · 5 reps · 480-800-8638
M&A & valuationRecruiting & transitions
45
FUTURA ASSET ADVISORS LLC reported RAUM down 61% ($296.6M -> $114.8M). IAPD ↗
$114.8M RAUM · 1 reps · (305) 774-9906 · futuraadvisors.com
M&A & valuationRecruiting & transitions
45
EMSTONE ADVISERS, LLC reported RAUM down 33% ($43.6M -> $29.3M). IAPD ↗
$29.3M RAUM · 1 reps · 717-556-8900 · emstoneadvisers.com
M&A & valuationRecruiting & transitions
45
DAVIES FINANCIAL ADVISORS, INC. reported RAUM down 57% ($288.2M -> $123.1M). IAPD ↗
$123.1M RAUM · 6 reps · 951-677-3960 · ajdavies.net
M&A & valuationRecruiting & transitions
45
BLACKGOLD CAPITAL MANAGEMENT LP reported RAUM down 25% ($178.0M -> $133.0M). IAPD ↗
$133.0M RAUM · 4 reps · 832-350-8964
M&A & valuationRecruiting & transitions
45
PUBLIC SAFETY FINANCIAL/GALLOWAY reported RAUM down 98% ($942.2M -> $17.9M). IAPD ↗
$17.9M RAUM · 23 reps · 480-325-8668 · galloway911.com
M&A & valuationRecruiting & transitions
45
MESTMAKER & PETREY WEALTH ADVISORS reported RAUM down 26% ($190.7M -> $140.8M). IAPD ↗
$140.8M RAUM · 3 reps · (661) 395-9400 · mpwealthadvisors.com
M&A & valuationRecruiting & transitions
45
ALTAI CAPITAL MANAGEMENT, L.P. reported RAUM down 63% ($136.1M -> $49.8M). IAPD ↗
$49.8M RAUM · 2 reps · 949-326-9611
M&A & valuationRecruiting & transitions
45
STONEX INTERNATIONAL ADVISORS INC reported RAUM down 53% ($225.1M -> $106.7M). IAPD ↗
$106.7M RAUM · 15 reps · 305-377-8008 · intercam.us
M&A & valuationRecruiting & transitions
45
THE WEALTH GROUP, LTD reported RAUM down 45% ($288.9M -> $160.2M). IAPD ↗
$160.2M RAUM · 5 reps · 919-865-1924 · thewealthgrp.com
M&A & valuationRecruiting & transitions
45
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC reported RAUM down 28% ($124.7M -> $90.3M). IAPD ↗
$90.3M RAUM · 4 reps · 888-392-8007 · cddwealth.com
M&A & valuationRecruiting & transitions
45
FSC WEALTH ADVISORS, LLC reported RAUM down 57% ($283.1M -> $122.3M). IAPD ↗
$122.3M RAUM · 5 reps · 845-297-0300
M&A & valuationRecruiting & transitions
45
SAXON SECURITIES LLC reported RAUM down 31% ($137.2M -> $94.6M). IAPD ↗
$94.6M RAUM · 1 reps · 415-820-5312 · saxonsecurities.com
M&A & valuationRecruiting & transitions
45
OBJECTIVE CAPITAL MANAGEMENT, LLC reported RAUM down 30% ($304.7M -> $214.2M). IAPD ↗
$214.2M RAUM · 4 reps · 216-468-1231 · ocmwealth.com
M&A & valuationRecruiting & transitions
45
COVE STREET CAPITAL, LLC reported RAUM down 26% ($126.7M -> $93.8M). IAPD ↗
$93.8M RAUM · 1 reps · 424-221-5897 · covestreetcapital.com
M&A & valuationRecruiting & transitions
45
NOVUS ADVISORS reported RAUM down 55% ($202.9M -> $91.3M). IAPD ↗
$91.3M RAUM · 3 reps · 864-272-3579
M&A & valuationRecruiting & transitions
45
MAINLINE INVESTMENT ADVISERS, LLC reported RAUM down 45% ($200.8M -> $109.8M). IAPD ↗
$109.8M RAUM · 3 reps · 610-896-3000 · mainlineinvestmentadvisers.com
M&A & valuationRecruiting & transitions
45
AWM GLOBAL ADVISORS reported RAUM down 35% ($90.5M -> $59.2M). IAPD ↗
$59.2M RAUM · 3 reps · 619-225-7600
M&A & valuationRecruiting & transitions
45
SOLOMON API LLC reported RAUM down 52% ($362.0M -> $173.1M). IAPD ↗
$173.1M RAUM · 3 reps · 321-888-2599 · solomonapi.com
M&A & valuationRecruiting & transitions
45
ATLAS FINANCIAL ADVISORS, INC. reported RAUM down 56% ($107.8M -> $46.9M). IAPD ↗
$46.9M RAUM · 2 reps · 530 589 2515 · stevenvanmetre.com
M&A & valuationRecruiting & transitions
45
KG CAPITAL MANAGEMENT, LLC reported RAUM down 52% ($414.1M -> $199.5M). IAPD ↗
$199.5M RAUM · 8 reps · 225-245-5153 · kgcapitalmanagement.com
M&A & valuationRecruiting & transitions
45
ZEPHYR WEALTH MANAGEMENT reported RAUM down 42% ($421.4M -> $242.8M). IAPD ↗
$242.8M RAUM · 2 reps · (805) 496-6810 · zephyrim.com
M&A & valuationRecruiting & transitions
45
PT CAPITAL ADVISORS, LLC reported RAUM down 53% ($121.0M -> $56.9M). IAPD ↗
$56.9M RAUM · 5 reps · 907-433-6600 · ptcapital.com
M&A & valuationRecruiting & transitions
45
SANTA FE ADVISORS LLC reported RAUM down 35% ($177.5M -> $116.1M). IAPD ↗
$116.1M RAUM · 4 reps · 505-501-6200 · santafeadvisorsllc.com
M&A & valuationRecruiting & transitions
45
CAERUS INVESTMENT ADVISORS, LLC reported RAUM down 40% ($194.6M -> $117.2M). IAPD ↗
$117.2M RAUM · 2 reps · 323-835-5560
M&A & valuationRecruiting & transitions
45
TRADEMARK CAPITAL MANAGEMENT INC. reported RAUM down 32% ($220.4M -> $150.8M). IAPD ↗
$150.8M RAUM · 4 reps · 706-534-2351
M&A & valuationRecruiting & transitions
45
DIPSEA CAPITAL, LLC reported RAUM down 43% ($103.0M -> $58.3M). IAPD ↗
$58.3M RAUM · 2 reps · 415-925-9022
M&A & valuationRecruiting & transitions
45
ORCHARD CAPITAL MANAGEMENT, LLC reported RAUM down 65% ($321.9M -> $111.8M). IAPD ↗
$111.8M RAUM · 3 reps · 312-628-6700 · orchardinvestments.com
M&A & valuationRecruiting & transitions
45
LEGACY CORNERSTONE WEALTH reported RAUM down 57% ($248.4M -> $106.1M). IAPD ↗
$106.1M RAUM · 1 reps · 702-767-9891
M&A & valuationRecruiting & transitions
45
FLORENCE CAPITAL ADVISORS, LLC reported RAUM down 95% ($1.26B -> $65.2M). IAPD ↗
$65.2M RAUM · 1 reps · (212) 202-3296
M&A & valuationRecruiting & transitions
45
PARADIGM WEALTH ADVISORY LLC reported RAUM down 57% ($468.3M -> $201.2M). IAPD ↗
$201.2M RAUM · 10 reps · (908) 450-7402
M&A & valuationRecruiting & transitions
45
LEGACY PCG, LLC reported RAUM down 32% ($206.2M -> $139.8M). IAPD ↗
$139.8M RAUM · 2 reps · (646) 884-7467 · legacypcg.com
M&A & valuationRecruiting & transitions
45
INVESTALL, INC. reported RAUM down 51% ($53.1M -> $26.2M). IAPD ↗
$26.2M RAUM · 9 reps · 212-995-9191
M&A & valuationRecruiting & transitions
45
THE PROFESSIONAL FINANCIAL COMPANY LLC reported RAUM down 32% ($361.1M -> $246.1M). IAPD ↗
$246.1M RAUM · 3 reps · (801) 701-2345
M&A & valuationRecruiting & transitions
45
CAPSTONE WEALTH ADVISORS, LLC reported RAUM down 56% ($230.4M -> $102.4M). IAPD ↗
$102.4M RAUM · 2 reps · 503-967-1980 · capstonewealthadvisors.com
M&A & valuationRecruiting & transitions
45
SCALAR GAUGE MANAGEMENT, LLC reported RAUM down 32% ($291.1M -> $199.4M). IAPD ↗
$199.4M RAUM · 2 reps · (469) 708-2080 · scalargauge.com
M&A & valuationRecruiting & transitions
45
SEVEN CANYONS ADVISORS, LLC reported RAUM down 26% ($121.6M -> $90.0M). IAPD ↗
$90.0M RAUM · 4 reps · 801-349-2718 · sevencanyonsadvisors.com
M&A & valuationRecruiting & transitions
45
SIGNIFICANT WEALTH PARTNERS LLC reported RAUM down 49% ($248.0M -> $126.1M). IAPD ↗
$126.1M RAUM · 5 reps · (847) 639-7830
M&A & valuationRecruiting & transitions
45
PIERSON WEALTH MANAGEMENT reported RAUM down 47% ($361.9M -> $192.0M). IAPD ↗
$192.0M RAUM · 2 reps · 404-233-7272 · piersonwealth.com
M&A & valuationRecruiting & transitions
45
TROWBRIDGE CAPITAL PARTNERS LLC. reported RAUM down 33% ($38.3M -> $25.8M). IAPD ↗
$25.8M RAUM · 1 reps · 646-360-3574 · trowbridgellc.com
M&A & valuationRecruiting & transitions
45
JRB CAPITAL MANAGEMENT reported RAUM down 56% ($108.6M -> $48.2M). IAPD ↗
$48.2M RAUM · 1 reps · 650-644-5480
M&A & valuationRecruiting & transitions
45
LION CAPITAL ADVISORS LLC reported RAUM down 31% ($136.7M -> $94.8M). IAPD ↗
$94.8M RAUM · 1 reps · 305-849-5222
M&A & valuationRecruiting & transitions
45
WAVE DIGITAL ASSETS LLC reported RAUM down 74% ($351.6M -> $91.9M). IAPD ↗
$91.9M RAUM · 20 reps · 213-533-9899
M&A & valuationRecruiting & transitions
45
FIRST GROWTH CAPITAL LLC reported RAUM down 39% ($214.7M -> $130.6M). IAPD ↗
$130.6M RAUM · 1 reps · 202-474-2269 · firstgrowthcapitalpartners.com
M&A & valuationRecruiting & transitions
45
ALGORITHMIC INVESTMENT MODELS reported RAUM down 44% ($156.9M -> $87.8M). IAPD ↗
$87.8M RAUM · 8 reps · 888-777-0535 · algomodels.com
M&A & valuationRecruiting & transitions
45
BRANDYWINE ASSET MANAGEMENT reported RAUM down 33% ($225.0M -> $150.0M). IAPD ↗
$150.0M RAUM · 1 reps · 610-361-1000
M&A & valuationRecruiting & transitions
45
AFG FIDUCIARY SERVICES reported RAUM down 27% ($229.2M -> $166.3M). IAPD ↗
$166.3M RAUM · 3 reps · (781) 741-2540 · afgfiduciary.com
M&A & valuationRecruiting & transitions
45
CLARIVOR reported RAUM down 87% ($35.2M -> $4.4M). IAPD ↗
$4.4M RAUM · 1 reps · 212-810-1187
M&A & valuationRecruiting & transitions
45
COPE CONNELLY reported RAUM down 62% ($247.6M -> $95.3M). IAPD ↗
$95.3M RAUM · 3 reps · (888) 336-8402
M&A & valuationRecruiting & transitions
45
OAKHURST CAPITAL ADVISORS, LLC reported RAUM down 93% ($78.6M -> $5.7M). IAPD ↗
$5.7M RAUM · 3 reps · 202-839-4910 · oakhurstcap.com
M&A & valuationRecruiting & transitions
45
DIRECTIONAL ADVISORS reported RAUM down 60% ($107.8M -> $43.0M). IAPD ↗
$43.0M RAUM · 3 reps · 214-714-5520
M&A & valuationRecruiting & transitions
45
BANCREEK CAPITAL MANAGEMENT, LP reported RAUM down 61% ($125.2M -> $49.3M). IAPD ↗
$49.3M RAUM · 2 reps · 424-252-4813 (EXT 5013)
M&A & valuationRecruiting & transitions
45
PASSIVE MANAGEMENT LLC reported RAUM down 28% ($31.4M -> $22.6M). IAPD ↗
$22.6M RAUM · 2 reps · 2126181416
M&A & valuationRecruiting & transitions
45
KINEO CAPITAL LLC reported RAUM down 76% ($258.0M -> $61.1M). IAPD ↗
$61.1M RAUM · 3 reps · 212-457-1268 · kineocapital.com
M&A & valuationRecruiting & transitions
45
TRG INVESTMENT ADVISORS, LLC reported RAUM down 85% ($1.11B -> $167.1M). IAPD ↗
$167.1M RAUM · 6 reps · 800-222-6016
M&A & valuationRecruiting & transitions
45
HFG ADVISORS, INC. reported RAUM down 49% ($221.4M -> $113.4M). IAPD ↗
$113.4M RAUM · 5 reps · 509-735-7507 · hfgtrust.com
M&A & valuationRecruiting & transitions
45
RYAN HERITAGE, LLP reported RAUM down 27% ($25.6M -> $18.8M). IAPD ↗
$18.8M RAUM · 3 reps · 201-556-0092
M&A & valuationRecruiting & transitions
45
SKY VISION WEALTH MANAGEMENT CORP. reported RAUM down 50% ($106.0M -> $52.8M). IAPD ↗
$52.8M RAUM · 2 reps · 626-437-1436
M&A & valuationRecruiting & transitions
45
TERRA WEALTH reported RAUM down 62% ($399.4M -> $152.0M). IAPD ↗
$152.0M RAUM · 6 reps · 305-928-3772
M&A & valuationRecruiting & transitions
45
VISDOM INVESTMENT GROUP LLC reported RAUM down 71% ($183.5M -> $53.1M). IAPD ↗
$53.1M RAUM · 4 reps · (203) 803-7222
M&A & valuationRecruiting & transitions
45
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC reported RAUM down 82% ($641.8M -> $112.8M). IAPD ↗
$112.8M RAUM · 2 reps · 937-644-0351 · mccarthyandcox.com
M&A & valuationRecruiting & transitions
45
FUNDAMENTAL INVESTMENT SERVICES, LLC reported RAUM down 68% ($38.4M -> $12.2M). IAPD ↗
$12.2M RAUM · 2 reps · 1-917-495-9582 · myfundamental.net
M&A & valuationRecruiting & transitions
45
TRUEHAVEN CAPITAL reported RAUM down 47% ($117.2M -> $62.3M). IAPD ↗
$62.3M RAUM · 2 reps · 210-260-8668 · truehaven.net
M&A & valuationRecruiting & transitions
45
PLUM POINTE WEALTH MANAGEMENT reported RAUM down 49% ($206.7M -> $104.7M). IAPD ↗
$104.7M RAUM · 1 reps · 401-228-8258
M&A & valuationRecruiting & transitions
45
OXFORD WEALTH MANAGEMENT reported RAUM down 78% ($495.1M -> $109.6M). IAPD ↗
$109.6M RAUM · 3 reps · 385-206-5271
M&A & valuationRecruiting & transitions
45
TRUMAN WEALTH ADVISORS reported RAUM down 25% ($142.1M -> $106.0M). IAPD ↗
$106.0M RAUM · 3 reps · 573-540-4788 · trumanwealthadvisors.com
M&A & valuationRecruiting & transitions
45
TACTICA LLC reported RAUM down 70% ($418.0M -> $123.5M). IAPD ↗
$123.5M RAUM · 1 reps · 787-585-8095
M&A & valuationRecruiting & transitions
40
PIPER SANDLER & CO. reported RAUM down 35% ($1.99B -> $1.28B). IAPD ↗institutional
$1.28B RAUM · 31 reps · 612-303-6000 · pipersandler.com
M&A & valuationRecruiting & transitions
40
SUNAMERICA ASSET MANAGEMENT, LLC reported RAUM down 27% ($57.42B -> $42.16B). IAPD ↗institutional
$42.16B RAUM · 8 reps · 800-858-8850 · venerable.onlineprospectus.net
M&A & valuationRecruiting & transitions
40
HOISINGTON INVESTMENT MANAGEMENT CO reported RAUM down 40% ($2.97B -> $1.79B). IAPD ↗institutional
$1.79B RAUM · 5 reps · 512-327-7200 · hoisingtonmgt.com
M&A & valuationRecruiting & transitions
40
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC reported RAUM down 48% ($2.03B -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 0 reps · 800-248-7971
M&A & valuationRecruiting & transitions
40
FIDUCIARY FIRST reported RAUM down 52% ($5.18B -> $2.46B). IAPD ↗institutional
$2.46B RAUM · 7 reps · 407.740.6111
M&A & valuationRecruiting & transitions
40
TOKIO MARINE ASSET MANAGEMENT (USA), LTD. reported RAUM down 31% ($1.74B -> $1.21B). IAPD ↗institutional
$1.21B RAUM · 14 reps · 212-476-8290
M&A & valuationRecruiting & transitions
40
ALUMINA INVESTMENT MANAGEMENT reported RAUM down 64% ($14.68B -> $5.26B). IAPD ↗institutional
$5.26B RAUM · 2 reps · 980-233-3000
M&A & valuationRecruiting & transitions
40
VANGUARD GLOBAL ADVISERS, LLC reported RAUM down 49% ($491.43B -> $249.66B). IAPD ↗institutional
$249.66B RAUM · 314 reps · 610-669-1000 · vanguardoffshore.com
M&A & valuationRecruiting & transitions
40
COMPASS GROUP MANAGEMENT LLC reported RAUM down 25% ($4.05B -> $3.04B). IAPD ↗institutional
$3.04B RAUM · 7 reps · 203.221.1703
M&A & valuationRecruiting & transitions
40
CLAROS REIT MANAGEMENT LP reported RAUM down 32% ($7.01B -> $4.76B). IAPD ↗institutional
$4.76B RAUM · 30 reps · 212-484-0050
M&A & valuationRecruiting & transitions
40
NEXPOINT REAL ESTATE ADVISORS VII, L.P. reported RAUM down 66% ($5.72B -> $1.93B). IAPD ↗institutional
$1.93B RAUM · 2 reps · 214-276-6300 · nexpoint.com
M&A & valuationRecruiting & transitions
40
EPFC CAPITAL PARTNERS reported RAUM down 28% ($2.76B -> $1.99B). IAPD ↗institutional
$1.99B RAUM · 11 reps · 929-447-0490 · epfc.capital
M&A & valuationRecruiting & transitions
40
VETA INVESTMENT PARTNERS, LLC reported RAUM down 38% ($4.49B -> $2.79B). IAPD ↗institutional
$2.79B RAUM · 2 reps · 646-630-3218 · vetainvestmentpartners.com
M&A & valuationRecruiting & transitions
40
VOLATILITY SHARES LLC reported RAUM down 49% ($4.02B -> $2.04B). IAPD ↗institutional
$2.04B RAUM · 10 reps · 866-261-0273
M&A & valuationRecruiting & transitions
40
GE VERNOVA INVESTMENT ADVISERS, LLC reported RAUM down 35% ($1.90B -> $1.24B). IAPD ↗institutional
$1.24B RAUM · 9 reps · +1 203-945-8566
M&A & valuationRecruiting & transitions
40
AMUNDI US reported RAUM down 70% ($3.79B -> $1.13B). IAPD ↗institutional
$1.13B RAUM · 17 reps · (617)-885-0250
M&A & valuationRecruiting & transitions
38
ZIONS CAPITAL ADVISORS, INC. reported RAUM down 43% ($1.46B -> $830.8M). IAPD ↗institutional
$830.8M RAUM · 4 reps · 800-608-3202 · ilmgmt.com
M&A & valuationRecruiting & transitions
38
DAYBRIGHT ADVISORY SERVICES, INC. reported RAUM down 76% ($4.21B -> $997.4M). IAPD ↗institutional
$997.4M RAUM · 8 reps · 305-671-2200 · ingham.com
M&A & valuationRecruiting & transitions
38
LASALLE DEBT INVESTORS, INC. reported RAUM down 39% ($632.7M -> $384.7M). IAPD ↗institutional
$384.7M RAUM · 14 reps · 310-234-2100 · lasalle.com
M&A & valuationRecruiting & transitions
38
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC reported RAUM down 48% ($915.7M -> $479.1M). IAPD ↗institutional
$479.1M RAUM · 9 reps · 561-285-4044
M&A & valuationRecruiting & transitions
38
ELLINGTON CREDIT COMPANY MANAGEMENT LLC reported RAUM down 50% ($822.3M -> $415.0M). IAPD ↗institutional
$415.0M RAUM · 68 reps · 203-698-1200 · ellington.com
M&A & valuationRecruiting & transitions
38
INTERMEDE GLOBAL PARTNERS INC reported RAUM down 89% ($3.23B -> $369.7M). IAPD ↗institutional
$369.7M RAUM · 4 reps · 1 (415)9693370 · intermede.co.uk
M&A & valuationRecruiting & transitions
38
ROG IX, LLC reported RAUM down 27% ($553.0M -> $401.0M). IAPD ↗institutional
$401.0M RAUM · 12 reps · 713-874-9000 · riverbendenergygroup.com
M&A & valuationRecruiting & transitions
38
MARLIN MANAGER, LLC reported RAUM down 28% ($1.22B -> $871.0M). IAPD ↗institutional
$871.0M RAUM · 2 reps · 888-656-5150
M&A & valuationRecruiting & transitions
38
AFC MANAGEMENT, LLC reported RAUM down 31% ($402.1M -> $275.8M). IAPD ↗institutional
$275.8M RAUM · 11 reps · 561-510-2390 · advancedflowercapital.com
M&A & valuationRecruiting & transitions
38
TEUCRIUM INVESTMENT ADVISORS, LLC reported RAUM down 44% ($494.9M -> $277.4M). IAPD ↗institutional
$277.4M RAUM · 5 reps · 802-540-0019 · teucrium.com
M&A & valuationRecruiting & transitions
38
ONEX CREDIT ADVISOR, LLC reported RAUM down 26% ($561.3M -> $417.8M). IAPD ↗institutional
$417.8M RAUM · 34 reps · (201) 541-2121 · onex.com
M&A & valuationRecruiting & transitions
35
CAPITAL MANAGEMENT ASSOCIATES INC reported RAUM down 27% ($94.0M -> $68.7M). IAPD ↗institutional
$68.7M RAUM · 3 reps · 212-320-2000 · wellingtonshields.com
M&A & valuationRecruiting & transitions
35
HEITMAN CAPITAL MANAGEMENT LLC reported RAUM down 27% ($8.39B -> $6.09B). IAPD ↗fund
$6.09B RAUM · 184 reps · (312) 855-5700 · heitman.com
M&A & valuationRecruiting & transitions
35
NORTHWEST ADMINISTRATORS INC reported RAUM down 77% ($490.8M -> $114.8M). IAPD ↗institutional
$114.8M RAUM · 1 reps · 206-329-4900
M&A & valuationRecruiting & transitions
35
AEW CAPITAL MANAGEMENT LP reported RAUM down 37% ($4.80B -> $3.02B). IAPD ↗fund
$3.02B RAUM · 130 reps · 617-261-9000
M&A & valuationRecruiting & transitions
35
ASSET MANAGEMENT ONE USA INC. reported RAUM down 60% ($7.30B -> $2.90B). IAPD ↗fund
$2.90B RAUM · 18 reps · 212-350-7650 · am-one-usa.com
M&A & valuationRecruiting & transitions
35
STONERIDGE INVESTMENT PARTNERS reported RAUM down 47% ($286.2M -> $152.3M). IAPD ↗institutional
$152.3M RAUM · 6 reps · 484-254-5400 · stoneridgeinvestments.com
M&A & valuationRecruiting & transitions
35
BLACKROCK REALTY ADVISORS INC reported RAUM down 30% ($1.60B -> $1.12B). IAPD ↗fund
$1.12B RAUM · 34 reps · 212 810 5300 · douyin.com
M&A & valuationRecruiting & transitions
35
ALPHASIMPLEX GROUP, LLC reported RAUM down 29% ($4.34B -> $3.09B). IAPD ↗fund
$3.09B RAUM · 17 reps · 617-475-7100
M&A & valuationRecruiting & transitions
35
RIVERSTONE INVESTMENT GROUP LLC reported RAUM down 28% ($10.09B -> $7.24B). IAPD ↗fund
$7.24B RAUM · 12 reps · 212-993-0076 · riverstonerel.com
M&A & valuationRecruiting & transitions
35
HQ CAPITAL PRIVATE EQUITY LLC reported RAUM down 33% ($8.05B -> $5.40B). IAPD ↗fund
$5.40B RAUM · 18 reps · 786-944-0500
M&A & valuationRecruiting & transitions
35
TACONIC CAPITAL ADVISORS LP reported RAUM down 41% ($8.21B -> $4.86B). IAPD ↗fund
$4.86B RAUM · 16 reps · 212-209-3100
M&A & valuationRecruiting & transitions
35
QUADRANT REAL ESTATE ADVISORS LLC reported RAUM down 77% ($109.0M -> $24.9M). IAPD ↗institutional
$24.9M RAUM · 2 reps · 4045582011 · quadrantrea.com
M&A & valuationRecruiting & transitions
35
NORTHGATE CAPITAL, L.P. reported RAUM down 28% ($4.05B -> $2.93B). IAPD ↗fund
$2.93B RAUM · 9 reps · 925-820-9970
M&A & valuationRecruiting & transitions
35
BLACKSTONE LIQUID CREDIT STRATEGIES LLC reported RAUM down 50% ($37.26B -> $18.79B). IAPD ↗fund
$18.79B RAUM · 408 reps · 212-503-2100
M&A & valuationRecruiting & transitions
35
PFM HEALTH SCIENCES, LP reported RAUM down 38% ($2.05B -> $1.27B). IAPD ↗fund
$1.27B RAUM · 7 reps · 415-281-1000 · pfmhealthsciences.com
M&A & valuationRecruiting & transitions
35
SKYBRIDGE CAPITAL II, LLC reported RAUM down 25% ($2.58B -> $1.92B). IAPD ↗fund
$1.92B RAUM · 5 reps · 212-485-3100
M&A & valuationRecruiting & transitions
35
VIBRANT CAPITAL PARTNERS, INC. reported RAUM down 25% ($5.71B -> $4.28B). IAPD ↗fund
$4.28B RAUM · 16 reps · 212-488-1544 · vibrantcapitalpartners.com
M&A & valuationRecruiting & transitions
35
MJX ASSET MANAGEMENT LLC reported RAUM down 26% ($13.12B -> $9.68B). IAPD ↗fund
$9.68B RAUM · 22 reps · 212-705-5300 · mjxam.com
M&A & valuationRecruiting & transitions
35
TWIN TREE MANAGEMENT, LP reported RAUM down 80% ($7.39B -> $1.46B). IAPD ↗fund
$1.46B RAUM · 5 reps · 214-979-2313
M&A & valuationRecruiting & transitions
35
FIRST EAGLE ALTERNATIVE CREDIT, LLC reported RAUM down 25% ($16.82B -> $12.56B). IAPD ↗fund
$12.56B RAUM · 42 reps · 617-848-2577 · firsteagle.com
M&A & valuationRecruiting & transitions
35
13D MANAGEMENT LLC reported RAUM down 28% ($138.8M -> $99.4M). IAPD ↗institutional
$99.4M RAUM · 6 reps · 212-223-2282 · 13dmanagement.com
M&A & valuationRecruiting & transitions
35
BLUE POINT CAPITAL PARTNERS LLC reported RAUM down 26% ($1.95B -> $1.44B). IAPD ↗fund
$1.44B RAUM · 18 reps · 216-535-4700 · bluepointcapital.com
M&A & valuationRecruiting & transitions
35
DUNE REAL ESTATE PARTNERS LP reported RAUM down 25% ($2.12B -> $1.59B). IAPD ↗fund
$1.59B RAUM · 20 reps · 212-301-8342 · drep.com
M&A & valuationRecruiting & transitions
35
COOPER CREEK PARTNERS MANAGEMENT LLC reported RAUM down 32% ($4.52B -> $3.09B). IAPD ↗fund
$3.09B RAUM · 8 reps · 646-291-2852
M&A & valuationRecruiting & transitions
35
PARALLAX VOLATILITY ADVISERS, L.P. reported RAUM down 33% ($8.93B -> $5.98B). IAPD ↗fund
$5.98B RAUM · 19 reps · 415-445-6646 · parallaxfund.com
M&A & valuationRecruiting & transitions
35
NORTH CASTLE PARTNERS, LLC reported RAUM down 27% ($1.80B -> $1.32B). IAPD ↗fund
$1.32B RAUM · 11 reps · 203 862 3210 · northcastlepartners.com
M&A & valuationRecruiting & transitions
35
HAIDAR CAPITAL MANAGEMENT LLC reported RAUM down 39% ($21.92B -> $13.40B). IAPD ↗fund
$13.40B RAUM · 5 reps · 212-752-5077 · haidarcapital.com
M&A & valuationRecruiting & transitions
35
MATRIX CAPITAL MANAGEMENT COMPANY, LP reported RAUM down 54% ($5.02B -> $2.32B). IAPD ↗fund
$2.32B RAUM · 4 reps · (603) 956-9151
M&A & valuationRecruiting & transitions
35
HMI CAPITAL MANAGEMENT, L.P. reported RAUM down 33% ($3.22B -> $2.15B). IAPD ↗fund
$2.15B RAUM · 8 reps · 415-391-9500 · hmicapital.com
M&A & valuationRecruiting & transitions
35
ONE ROCK CAPITAL reported RAUM down 32% ($14.19B -> $9.70B). IAPD ↗fund
$9.70B RAUM · 50 reps · 212-605-6000
M&A & valuationRecruiting & transitions
35
LAURION CAPITAL MANAGEMENT LP reported RAUM down 27% ($9.33B -> $6.76B). IAPD ↗fund
$6.76B RAUM · 31 reps · 212-938-6300
M&A & valuationRecruiting & transitions
35
ROOSEVELT MANAGEMENT COMPANY LLC reported RAUM down 88% ($451.7M -> $52.4M). IAPD ↗institutional
$52.4M RAUM · 30 reps · 212-938-4800 · rooseveltmc.com
M&A & valuationRecruiting & transitions
35
NEXPOINT ADVISORS, L.P. reported RAUM down 28% ($182.0M -> $131.2M). IAPD ↗institutional
$131.2M RAUM · 13 reps · 214-276-6300
M&A & valuationRecruiting & transitions
35
AGAMERICA LENDING LLC reported RAUM down 27% ($1.87B -> $1.37B). IAPD ↗fund
$1.37B RAUM · 18 reps · 863-607-9500 · agamerica.com
M&A & valuationRecruiting & transitions
35
ZIMMER PARTNERS, LP reported RAUM down 34% ($7.91B -> $5.24B). IAPD ↗fund
$5.24B RAUM · 19 reps · 212-371-8688
M&A & valuationRecruiting & transitions
35
MACK REAL ESTATE CREDIT STRATEGIES, L.P. reported RAUM down 26% ($1.42B -> $1.05B). IAPD ↗fund
$1.05B RAUM · 30 reps · 212-484-0050 · mackregroup.com
M&A & valuationRecruiting & transitions
35
ONE RIVER ASSET MANAGEMENT, LLC reported RAUM down 25% ($3.18B -> $2.39B). IAPD ↗fund
$2.39B RAUM · 9 reps · 203-489-1440 · oneriveram.com
M&A & valuationRecruiting & transitions
35
ROCK SPRINGS CAPITAL reported RAUM down 27% ($3.32B -> $2.43B). IAPD ↗fund
$2.43B RAUM · 8 reps · 410-220-0130
M&A & valuationRecruiting & transitions
35
ASHE CAPITAL MANAGEMENT, LP reported RAUM down 31% ($1.50B -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · 201-464-0962
M&A & valuationRecruiting & transitions
35
STEELE CREEK INVESTMENT MANAGEMENT LLC reported RAUM down 27% ($2.37B -> $1.74B). IAPD ↗fund
$1.74B RAUM · 12 reps · 704-343-6011 · moelisassetmanagement.com
M&A & valuationRecruiting & transitions
35
MASON WELLS, INC. reported RAUM down 26% ($1.93B -> $1.42B). IAPD ↗fund
$1.42B RAUM · 20 reps · 414-727-6400 · masonwells.com
M&A & valuationRecruiting & transitions
35
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC reported RAUM down 44% ($40.3M -> $22.4M). IAPD ↗institutional
$22.4M RAUM · 2 reps · 414-765-3500 · rwbaird.com
M&A & valuationRecruiting & transitions
35
THEOREM reported RAUM down 39% ($1.68B -> $1.03B). IAPD ↗fund
$1.03B RAUM · 3 reps · 646-214-8587 · pagaya.com
M&A & valuationRecruiting & transitions
35
CAPRA CREDIT MANAGEMENT, LLC reported RAUM down 77% ($196.1M -> $45.1M). IAPD ↗institutional
$45.1M RAUM · 2 reps · 646-968-9225 · capraibex.com
M&A & valuationRecruiting & transitions
35
TRUE PARTNER CAPITAL USA reported RAUM down 51% ($295.7M -> $145.6M). IAPD ↗institutional
$145.6M RAUM · 1 reps · 312-961-5596 · truepartnercapital.com
M&A & valuationRecruiting & transitions
35
BAYOU CITY ENERGY reported RAUM down 30% ($1.51B -> $1.05B). IAPD ↗fund
$1.05B RAUM · 7 reps · 713-400-8200
M&A & valuationRecruiting & transitions
35
SILVER ROCK FINANCIAL LP reported RAUM down 54% ($11.58B -> $5.38B). IAPD ↗fund
$5.38B RAUM · 16 reps · 424-371-9753 · silver-rock.com
M&A & valuationRecruiting & transitions
35
BAYESIAN CAPITAL MANAGEMENT, LP reported RAUM down 78% ($1.04B -> $228.8M). IAPD ↗institutional
$228.8M RAUM · 1 reps · (718) 332-4567 · bayesian.capital
M&A & valuationRecruiting & transitions
35
PANTERA CAPITAL reported RAUM down 29% ($5.57B -> $3.96B). IAPD ↗fund
$3.96B RAUM · 15 reps · 650-854-7000 · panteracapital.com
M&A & valuationRecruiting & transitions
35
CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC reported RAUM down 53% ($4.92B -> $2.33B). IAPD ↗fund
$2.33B RAUM · 6 reps · +1 212-506-3858
M&A & valuationRecruiting & transitions
35
POLYCHAIN CAPITAL LP reported RAUM down 48% ($5.60B -> $2.90B). IAPD ↗fund
$2.90B RAUM · 14 reps · 415-613-5108
M&A & valuationRecruiting & transitions
35
BLUEMOUNTAIN FUJI MANAGEMENT, LLC reported RAUM down 32% ($1.77B -> $1.20B). IAPD ↗fund
$1.20B RAUM · 0 reps · 212-895-2280
M&A & valuationRecruiting & transitions
35
BLACKSTONE ISG-II ADVISORS L.L.C. reported RAUM down 45% ($14.47B -> $8.01B). IAPD ↗fund
$8.01B RAUM · 44 reps · 212-583-5000
M&A & valuationRecruiting & transitions
35
OPTI CAPITAL MANAGEMENT LP reported RAUM down 30% ($2.51B -> $1.76B). IAPD ↗fund
$1.76B RAUM · 6 reps · 212.430.2184
M&A & valuationRecruiting & transitions
35
GALAXY DIGITAL CAPITAL MANAGEMENT LP reported RAUM down 30% ($2.45B -> $1.72B). IAPD ↗fund
$1.72B RAUM · 22 reps · 212-499-0081 · am.galaxy.com
M&A & valuationRecruiting & transitions
35
NEWLIGHT PARTNERS LP reported RAUM down 29% ($1.86B -> $1.32B). IAPD ↗fund
$1.32B RAUM · 14 reps · 212 205 2660 · newlightpartners.com
M&A & valuationRecruiting & transitions
35
MULTICOIN CAPITAL MANAGEMENT, LLC reported RAUM down 55% ($5.95B -> $2.69B). IAPD ↗fund
$2.69B RAUM · 7 reps · 512-774-4000 · multicoin.capital
M&A & valuationRecruiting & transitions
35
BAIN CAPITAL PARTNERSHIP STRATEGIES, LP reported RAUM down 36% ($2.58B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 2 reps · 617-516-2318
M&A & valuationRecruiting & transitions
35
ESP INVESTMENT ADVISORS LLC reported RAUM down 35% ($1.61B -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 214-987-6100 · energyspectrum.com
M&A & valuationRecruiting & transitions
35
TWINBEECH CAPITAL LP reported RAUM down 77% ($11.10B -> $2.52B). IAPD ↗fund
$2.52B RAUM · 5 reps · 914-315-9908
M&A & valuationRecruiting & transitions
35
MOUNT STREET PORTFOLIO ADVISERS LLC reported RAUM down 90% ($189.7M -> $18.6M). IAPD ↗institutional
$18.6M RAUM · 1 reps · 917-412-7824 · mountstreet.com
M&A & valuationRecruiting & transitions
35
IMPACTIVE CAPITAL LP reported RAUM down 35% ($2.84B -> $1.84B). IAPD ↗fund
$1.84B RAUM · 6 reps · (212) 218-8810 · impactivecapital.com
M&A & valuationRecruiting & transitions
35
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC reported RAUM down 26% ($34.69B -> $25.71B). IAPD ↗fund
$25.71B RAUM · 45 reps · 212-257-5757 · pretium.com
M&A & valuationRecruiting & transitions
35
SLATE ADVISORY SERVICE (US) LLC reported RAUM down 55% ($3.85B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 65 reps · 312-847-1480
M&A & valuationRecruiting & transitions
35
MOUNT LUCAS INDEX ADVISERS LLC reported RAUM down 49% ($334.3M -> $170.3M). IAPD ↗institutional
$170.3M RAUM · 0 reps · 267-759-3500
M&A & valuationRecruiting & transitions
35
JAT CAPITAL MANAGEMENT LP reported RAUM down 81% ($1.19B -> $228.5M). IAPD ↗institutional
$228.5M RAUM · 3 reps · 203-608-3100 · jatcapital.com
M&A & valuationRecruiting & transitions
35
RK CAPITAL MANAGEMENT, LLC reported RAUM down 64% ($4.71B -> $1.72B). IAPD ↗fund
$1.72B RAUM · 9 reps · 561-408-1711 · rkcapl.com
M&A & valuationRecruiting & transitions
35
SPP CREDIT ADVISORS LLC reported RAUM down 55% ($34.5M -> $15.4M). IAPD ↗institutional
$15.4M RAUM · 6 reps · 212-455-4500 · sppcreditpartners.com
M&A & valuationRecruiting & transitions
35
HACKMAN CAPITAL PARTNERS, LLC reported RAUM down 48% ($2.31B -> $1.19B). IAPD ↗fund
$1.19B RAUM · 18 reps · 310-473-8900
M&A & valuationRecruiting & transitions
35
SYLEBRA CAPITAL LLC reported RAUM down 38% ($4.68B -> $2.90B). IAPD ↗fund
$2.90B RAUM · 4 reps · (332) 242 8518 · sylebra.com
M&A & valuationRecruiting & transitions
35
DCA FAMILY OFFICE, LLC reported RAUM down 26% ($161.7M -> $119.9M). IAPD ↗institutional
$119.9M RAUM · 7 reps · (279) 221-2144
M&A & valuationRecruiting & transitions
35
ATLANTIC UNION MUNICIPAL ADVISORS, INC reported RAUM down 28% ($185.4M -> $134.3M). IAPD ↗institutional
$134.3M RAUM · 4 reps · 804-802-4955X6055 · vamint.com
M&A & valuationRecruiting & transitions
35
QUANTESSENCE CAPITAL reported RAUM down 92% ($576.1M -> $45.5M). IAPD ↗institutional
$45.5M RAUM · 2 reps · 212-655-9622 · quantessencecapital.com
M&A & valuationRecruiting & transitions
35
CAPRA IBEX CREDIT OPPORTUNITIES, LLC reported RAUM down 77% ($196.1M -> $45.1M). IAPD ↗institutional
$45.1M RAUM · 4 reps · 646-968-9225 · capraibex.com
M&A & valuationRecruiting & transitions
35
ALPHABOND LLC reported RAUM down 50% ($243.4M -> $122.6M). IAPD ↗institutional
$122.6M RAUM · 1 reps · 561-948-3414
M&A & valuationRecruiting & transitions
33
1ST & MAIN GROWTH PARTNERS reported RAUM down 29% ($957.4M -> $680.4M). IAPD ↗fund
$680.4M RAUM · 10 reps · 312-855-6202 · 1standmain.co
M&A & valuationRecruiting & transitions
33
SANDLER CAPITAL MANAGEMENT reported RAUM down 58% ($946.9M -> $395.0M). IAPD ↗fund
$395.0M RAUM · 11 reps · 212-754-8100 · sandlercap.com
M&A & valuationRecruiting & transitions
33
SPRING MOUNTAIN CAPITAL, LP reported RAUM down 81% ($1.60B -> $310.9M). IAPD ↗fund
$310.9M RAUM · 9 reps · 212-292-8300 · westharleminnovationnetwork.com
M&A & valuationRecruiting & transitions
33
PERIGEE CAPITAL, LP reported RAUM down 62% ($1.12B -> $425.7M). IAPD ↗fund
$425.7M RAUM · 1 reps · 941-955-0929 · perigeegroup.com
M&A & valuationRecruiting & transitions
33
SCOPIA CAPITAL MANAGEMENT LP reported RAUM down 75% ($2.31B -> $587.3M). IAPD ↗fund
$587.3M RAUM · 9 reps · 212-370-0303 · scopia.com
M&A & valuationRecruiting & transitions
33
HARVEST MANAGEMENT, L.L.C. reported RAUM down 51% ($643.5M -> $316.3M). IAPD ↗fund
$316.3M RAUM · 5 reps · 917-971-9021
M&A & valuationRecruiting & transitions
33
STONECASTLE ADVISORS, LLC reported RAUM down 27% ($1.05B -> $763.4M). IAPD ↗fund
$763.4M RAUM · 1 reps · 212-354-6500 · scpdevco.com
M&A & valuationRecruiting & transitions
33
MERCED CAPITAL, L.P. reported RAUM down 43% ($438.3M -> $251.2M). IAPD ↗fund
$251.2M RAUM · 4 reps · 952-476-7200
M&A & valuationRecruiting & transitions
33
GLOBAL CREDIT ADVISERS, LLC reported RAUM down 40% ($840.0M -> $505.7M). IAPD ↗fund
$505.7M RAUM · 7 reps · 212-949-1860 · globalcreditadvisers.com
M&A & valuationRecruiting & transitions
33
P. SCHOENFELD ASSET MANAGEMENT LP reported RAUM down 50% ($1.07B -> $532.2M). IAPD ↗fund
$532.2M RAUM · 4 reps · 212-649-9500 · psam.com
M&A & valuationRecruiting & transitions
33
SUMMIT PARTNERS CREDIT ADVISORS, L.P. reported RAUM down 34% ($630.8M -> $419.0M). IAPD ↗fund
$419.0M RAUM · 7 reps · 617-824-1000 · summitpartners.com
M&A & valuationRecruiting & transitions
33
CI CAPITAL PARTNERS reported RAUM down 55% ($731.4M -> $329.2M). IAPD ↗fund
$329.2M RAUM · 3 reps · 212-752-1850
M&A & valuationRecruiting & transitions
33
RUBENSTEIN PARTNERS reported RAUM down 28% ($461.2M -> $331.2M). IAPD ↗fund
$331.2M RAUM · 15 reps · 215-563-3558
M&A & valuationRecruiting & transitions
33
AURELIUS CAPITAL MANAGEMENT, LP reported RAUM down 35% ($697.9M -> $451.4M). IAPD ↗fund
$451.4M RAUM · 6 reps · 646-445-6500 · aurelius-capital.com
M&A & valuationRecruiting & transitions
33
LUMINUS MANAGEMENT, LLC reported RAUM down 26% ($595.5M -> $442.8M). IAPD ↗fund
$442.8M RAUM · 2 reps · 212-424-2868 · luminusmgmt.com
M&A & valuationRecruiting & transitions
33
SNOW PHIPPS GROUP, LLC reported RAUM down 47% ($1.46B -> $777.1M). IAPD ↗fund
$777.1M RAUM · 2 reps · 212-508-3300
M&A & valuationRecruiting & transitions
33
BAY HILLS CAPITAL MANAGEMENT, LLC reported RAUM down 35% ($873.7M -> $569.8M). IAPD ↗fund
$569.8M RAUM · 5 reps · 415-391-4240 · bayhillscapital.com
M&A & valuationRecruiting & transitions
33
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC reported RAUM down 55% ($1.50B -> $679.5M). IAPD ↗fund
$679.5M RAUM · 20 reps · 561-961-1000 · encorecm.com
M&A & valuationRecruiting & transitions
33
CELLO CAPITAL MANAGEMENT, LP reported RAUM down 36% ($899.3M -> $577.2M). IAPD ↗fund
$577.2M RAUM · 4 reps · 212-624-0300
M&A & valuationRecruiting & transitions
33
KURAMO CAPITAL MANAGEMENT, LLC reported RAUM down 32% ($381.0M -> $257.7M). IAPD ↗fund
$257.7M RAUM · 19 reps · 212- 970-5830
M&A & valuationRecruiting & transitions
33
TAIYO PACIFIC PARTNERS L.P. reported RAUM down 52% ($820.1M -> $395.3M). IAPD ↗fund
$395.3M RAUM · 8 reps · 425-896-5300 · taiyofunds.com
M&A & valuationRecruiting & transitions
33
NEWSTONE CAPITAL PARTNERS, LLC reported RAUM down 33% ($808.8M -> $544.5M). IAPD ↗fund
$544.5M RAUM · 5 reps · 214-753-4300 · newstone.com
M&A & valuationRecruiting & transitions
33
WHITE DEER reported RAUM down 34% ($1.45B -> $960.8M). IAPD ↗fund
$960.8M RAUM · 7 reps · 713-581-6900 · whitedeerenergy.com
M&A & valuationRecruiting & transitions
33
WESTRIVER MANAGEMENT, LLC reported RAUM down 29% ($621.6M -> $444.4M). IAPD ↗fund
$444.4M RAUM · 9 reps · 4259523950
M&A & valuationRecruiting & transitions
33
SIMCOE CAPITAL MANAGEMENT, LLC reported RAUM down 27% ($868.7M -> $633.8M). IAPD ↗fund
$633.8M RAUM · 4 reps · 212-448-7400 · simcoepartners.com
M&A & valuationRecruiting & transitions
33
YIHENG CAPITAL MANAGEMENT, L.P. reported RAUM down 45% ($1.23B -> $675.8M). IAPD ↗fund
$675.8M RAUM · 3 reps · 415-582-6360 · yihengcapital.com
M&A & valuationRecruiting & transitions
33
BALMORAL MANAGEMENT II L.P. reported RAUM down 29% ($1.38B -> $979.0M). IAPD ↗fund
$979.0M RAUM · 13 reps · 310-473-3065 · balmoralfunds.com
M&A & valuationRecruiting & transitions
33
VORTUS INVESTMENT ADVISORS, LLC reported RAUM down 34% ($403.1M -> $266.6M). IAPD ↗fund
$266.6M RAUM · 5 reps · 817-945-2400 · vortus.com
M&A & valuationRecruiting & transitions
33
BLT FUND MANAGER LLC reported RAUM down 26% ($659.8M -> $487.3M). IAPD ↗fund
$487.3M RAUM · 5 reps · 203-644-1515
M&A & valuationRecruiting & transitions
33
SARISSA CAPITAL MANAGEMENT LP reported RAUM down 47% ($558.6M -> $298.3M). IAPD ↗fund
$298.3M RAUM · 3 reps · 203-302-2330
M&A & valuationRecruiting & transitions
33
HUNTING HILL GLOBAL CAPITAL, LLC reported RAUM down 42% ($644.6M -> $373.0M). IAPD ↗fund
$373.0M RAUM · 5 reps · 646-442-2790 · huntinghill.com
M&A & valuationRecruiting & transitions
33
WORTH VENTURE PARTNERS, LLC reported RAUM down 28% ($634.8M -> $456.1M). IAPD ↗fund
$456.1M RAUM · 4 reps · 212-558-9017 · worthventure.com
M&A & valuationRecruiting & transitions
33
ALTA FUNDAMENTAL ADVISERS LLC reported RAUM down 29% ($659.6M -> $465.8M). IAPD ↗fund
$465.8M RAUM · 4 reps · 212-319-1778
M&A & valuationRecruiting & transitions
33
JAGUAR GROWTH ASSET MANAGEMENT, LLC reported RAUM down 38% ($607.3M -> $375.2M). IAPD ↗fund
$375.2M RAUM · 8 reps · 646-663-4950 · jaguargrowth.com
M&A & valuationRecruiting & transitions
33
GPB CAPITAL HOLDINGS, LLC reported RAUM down 38% ($1.05B -> $646.2M). IAPD ↗fund
$646.2M RAUM · 1 reps · 855-635-3027
M&A & valuationRecruiting & transitions
33
GLOBAL IMC LLC reported RAUM down 44% ($1.42B -> $790.0M). IAPD ↗fund
$790.0M RAUM · 13 reps · 760-479-5080 · informedmomentum.com
M&A & valuationRecruiting & transitions
33
GREY ROCK ENERGY MANAGEMENT, LLC reported RAUM down 28% ($363.0M -> $259.9M). IAPD ↗fund
$259.9M RAUM · 15 reps · 214-396-2850 · grey-rock.com
M&A & valuationRecruiting & transitions
33
SAFANAD INC. reported RAUM down 35% ($1.19B -> $779.8M). IAPD ↗fund
$779.8M RAUM · 10 reps · 1-212-468-5600 · safanad.com
M&A & valuationRecruiting & transitions
33
PROSPECT HILL GROWTH PARTNERS, L.P. reported RAUM down 36% ($484.7M -> $310.6M). IAPD ↗fund
$310.6M RAUM · 6 reps · 617-753-1100
M&A & valuationRecruiting & transitions
33
ABR DYNAMIC FUNDS, LLC reported RAUM down 28% ($526.9M -> $381.9M). IAPD ↗fund
$381.9M RAUM · 3 reps · 212-918-4664 · abrfunds.com
M&A & valuationRecruiting & transitions
33
ATLAS MERCHANT CAPITAL LLC reported RAUM down 42% ($1.02B -> $593.0M). IAPD ↗fund
$593.0M RAUM · 11 reps · 212-883-4330
M&A & valuationRecruiting & transitions
33
AGIS MANAGEMENT LLC reported RAUM down 27% ($588.1M -> $428.7M). IAPD ↗fund
$428.7M RAUM · 16 reps · 617-350-9894 · agiscapital.com
M&A & valuationRecruiting & transitions
33
SHAWSPRING PARTNERS, LLC reported RAUM down 53% ($939.8M -> $438.7M). IAPD ↗fund
$438.7M RAUM · 4 reps · 857-310-5010 · shawspring.com
M&A & valuationRecruiting & transitions
33
MONTICELLOAM, LLC reported RAUM down 46% ($1.72B -> $923.3M). IAPD ↗fund
$923.3M RAUM · 62 reps · 646-844-3600
M&A & valuationRecruiting & transitions
33
JUNIPER CAPITAL ADVISORS, L.P. reported RAUM down 26% ($719.1M -> $535.4M). IAPD ↗fund
$535.4M RAUM · 12 reps · 713-335-4700 · juncap.com
M&A & valuationRecruiting & transitions
33
NITORUM CAPITAL, L.P. reported RAUM down 44% ($1.52B -> $852.1M). IAPD ↗fund
$852.1M RAUM · 5 reps · 212-356-6300
M&A & valuationRecruiting & transitions
33
STAPLE STREET CAPITAL reported RAUM down 29% ($881.8M -> $622.2M). IAPD ↗fund
$622.2M RAUM · 23 reps · 212-613-3100 · staplestreetcapital.com
M&A & valuationRecruiting & transitions
33
AMHERST CAPITAL MANAGEMENT LLC reported RAUM down 30% ($782.6M -> $544.7M). IAPD ↗fund
$544.7M RAUM · 9 reps · 212-593-6020
M&A & valuationRecruiting & transitions
33
ADW CAPITAL MANAGEMENT LLC reported RAUM down 27% ($405.5M -> $296.8M). IAPD ↗fund
$296.8M RAUM · 1 reps · 646-684-4086 · adwcapital.com
M&A & valuationRecruiting & transitions
33
COLONY CAPITAL INVESTMENT ADVISORS, LLC reported RAUM down 37% ($533.4M -> $336.2M). IAPD ↗fund
$336.2M RAUM · 1 reps · 561-570-4644 · digitalbridge.com
M&A & valuationRecruiting & transitions
33
OPENGATE CAPITAL MANAGEMENT, LLC reported RAUM down 37% ($1.06B -> $666.8M). IAPD ↗fund
$666.8M RAUM · 15 reps · 212-400-7400
M&A & valuationRecruiting & transitions
33
HCG FUND MANAGEMENT LP reported RAUM down 27% ($478.1M -> $347.3M). IAPD ↗fund
$347.3M RAUM · 5 reps · 919-300-7702 · hcgfunds.com
M&A & valuationRecruiting & transitions
33
CENTURY EQUITY PARTNERS LLC reported RAUM down 29% ($480.3M -> $340.6M). IAPD ↗fund
$340.6M RAUM · 2 reps · 617-863-2950 · cepfunds.com
M&A & valuationRecruiting & transitions
33
CALMWATER CAPITAL reported RAUM down 34% ($1.21B -> $792.5M). IAPD ↗fund
$792.5M RAUM · 7 reps · 310-806-9770 · calmwatercapital.com
M&A & valuationRecruiting & transitions
33
EVR RESEARCH LP reported RAUM down 30% ($517.9M -> $365.0M). IAPD ↗fund
$365.0M RAUM · 4 reps · 804.451.6810 · evrresearch.com
M&A & valuationRecruiting & transitions
33
NEXTGEN GROWTH PARTNERS, LLC reported RAUM down 32% ($433.4M -> $293.7M). IAPD ↗fund
$293.7M RAUM · 5 reps · (312) 882-8998 · nextgengp.com
M&A & valuationRecruiting & transitions
33
INTRINSIC EDGE CAPITAL MANAGEMENT LLC reported RAUM down 38% ($1.25B -> $771.8M). IAPD ↗fund
$771.8M RAUM · 7 reps · 312-734-1094
M&A & valuationRecruiting & transitions
33
BAYSWATER MANAGEMENT COMPANY LP reported RAUM down 48% ($1.89B -> $991.5M). IAPD ↗fund
$991.5M RAUM · 6 reps · 303-893-2503 · bayswater.us
M&A & valuationRecruiting & transitions
33
BUILDGROUP MANAGEMENT reported RAUM down 45% ($537.0M -> $294.4M). IAPD ↗fund
$294.4M RAUM · 3 reps · 917-763-0770
M&A & valuationRecruiting & transitions
33
JADE MOUNTAIN PARTNERS, LLC reported RAUM down 28% ($822.6M -> $588.4M). IAPD ↗fund
$588.4M RAUM · 3 reps · 212-433-4324
M&A & valuationRecruiting & transitions
33
ARARAT CAPITAL MANAGEMENT LP reported RAUM down 26% ($482.6M -> $358.6M). IAPD ↗fund
$358.6M RAUM · 4 reps · 646-779-6400 · araratcapital.com
M&A & valuationRecruiting & transitions
33
HIGHPEAK ENERGY MANAGEMENT, LLC reported RAUM down 67% ($1.20B -> $391.8M). IAPD ↗fund
$391.8M RAUM · 3 reps · 817-850-9200
M&A & valuationRecruiting & transitions
33
JONES ROAD CAPITAL MANAGEMENT, L.P. reported RAUM down 29% ($493.5M -> $350.4M). IAPD ↗fund
$350.4M RAUM · 4 reps · (212) 653-1950 · jonesroad.com
M&A & valuationRecruiting & transitions
33
SPX CAPITAL MANAGEMENT LLC reported RAUM down 30% ($500.0M -> $350.0M). IAPD ↗fund
$350.0M RAUM · 6 reps · (212) 386-5810 · spxcapital.com
M&A & valuationRecruiting & transitions
33
ANTARA CAPITAL LP reported RAUM down 50% ($1.08B -> $537.4M). IAPD ↗fund
$537.4M RAUM · 1 reps · 646-762-8580 · antaracapital.com
M&A & valuationRecruiting & transitions
33
PAGAYA INVESTMENTS US LLC reported RAUM down 42% ($1.71B -> $985.4M). IAPD ↗fund
$985.4M RAUM · 4 reps · 646-214-8587 · pagaya.com
M&A & valuationRecruiting & transitions
33
I80 GROUP LP reported RAUM down 52% ($1.80B -> $864.0M). IAPD ↗fund
$864.0M RAUM · 16 reps · 212-433-3626 · i80group.com
M&A & valuationRecruiting & transitions
33
SKY ISLAND CAPITAL reported RAUM down 26% ($723.0M -> $533.5M). IAPD ↗fund
$533.5M RAUM · 12 reps · 469-965-9200
M&A & valuationRecruiting & transitions
33
VARIANT reported RAUM down 37% ($1.16B -> $729.2M). IAPD ↗fund
$729.2M RAUM · 5 reps · 580-952-9740
M&A & valuationRecruiting & transitions
33
VOLT INVESTMENT HOLDINGS LLC reported RAUM down 43% ($667.6M -> $383.5M). IAPD ↗fund
$383.5M RAUM · 4 reps · 917-983-0505 · voltinvestmentholdings.com
M&A & valuationRecruiting & transitions
33
DRIFTWOOD ADVISORS, LLC reported RAUM down 35% ($881.0M -> $568.8M). IAPD ↗fund
$568.8M RAUM · 20 reps · 305-500-9998 · driftwoodadvisors.us
M&A & valuationRecruiting & transitions
33
GUILD CAPITAL MANAGEMENT reported RAUM down 30% ($417.5M -> $292.7M). IAPD ↗fund
$292.7M RAUM · 9 reps · 3109230225 · guildcap.com
M&A & valuationRecruiting & transitions
33
ELEQUIN CAPITAL, LP reported RAUM down 41% ($880.6M -> $520.2M). IAPD ↗fund
$520.2M RAUM · 12 reps · 929.226.2115 · elequincapital.com
M&A & valuationRecruiting & transitions
33
COLLAB+CURRENCY MANAGEMENT, LLC reported RAUM down 40% ($552.7M -> $332.5M). IAPD ↗fund
$332.5M RAUM · 5 reps · 914-226-0653
M&A & valuationRecruiting & transitions
33
DISTRIBUTED GLOBAL MANAGER LP reported RAUM down 44% ($1.59B -> $882.2M). IAPD ↗fund
$882.2M RAUM · 5 reps · 213-725-7514
M&A & valuationRecruiting & transitions
33
OFF THE CHAIN CAPITAL, LLC reported RAUM down 38% ($517.2M -> $321.0M). IAPD ↗fund
$321.0M RAUM · 5 reps · 618-910-3560 · offthechain.capital
M&A & valuationRecruiting & transitions
33
SCIENTECH RESEARCH LLC reported RAUM down 36% ($776.0M -> $498.8M). IAPD ↗fund
$498.8M RAUM · 4 reps · 201-292-3789
M&A & valuationRecruiting & transitions
33
POLITAN CAPITAL MANAGEMENT reported RAUM down 46% ($1.59B -> $855.7M). IAPD ↗fund
$855.7M RAUM · 1 reps · 646-690-2838 · politanmgmt.com
M&A & valuationRecruiting & transitions
33
CADEN CAPITAL PARTNERS, LP reported RAUM down 30% ($486.4M -> $340.0M). IAPD ↗fund
$340.0M RAUM · 1 reps · 424-426-5126
M&A & valuationRecruiting & transitions
33
SARAZA MANAGEMENT LP reported RAUM down 33% ($547.4M -> $366.5M). IAPD ↗fund
$366.5M RAUM · 4 reps · 646-860-0200 · sarazamgmt.com
M&A & valuationRecruiting & transitions
33
PROSPECT PARTNERS ADVISORS LLC reported RAUM down 38% ($608.0M -> $378.4M). IAPD ↗fund
$378.4M RAUM · 10 reps · (312) 782-7400 · prospect-partners.com
M&A & valuationRecruiting & transitions
33
S2 FUND MANAGER, LLC reported RAUM down 41% ($792.3M -> $464.7M). IAPD ↗fund
$464.7M RAUM · 14 reps · 214-377-2977 · s2cp.com
M&A & valuationRecruiting & transitions
33
BOXER CAPITAL MANAGEMENT, LLC reported RAUM down 58% ($1.39B -> $578.2M). IAPD ↗fund
$578.2M RAUM · 8 reps · 858.400.3115 · boxercap.com
M&A & valuationRecruiting & transitions
33
AVANT MANAGEMENT LLC reported RAUM down 47% ($852.2M -> $449.0M). IAPD ↗fund
$449.0M RAUM · 8 reps · 720-746-5053
M&A & valuationRecruiting & transitions
33
ROSCOMMON ANALYTICS LLC reported RAUM down 35% ($1.36B -> $880.6M). IAPD ↗fund
$880.6M RAUM · 45 reps · 212-850-8865
M&A & valuationRecruiting & transitions
30
OPPENHEIMERFUNDS INC reported RAUM down 100% ($253.9M -> $827,684). IAPD ↗fund
$827,684 RAUM · 4 reps · 404-892-0896
M&A & valuationRecruiting & transitions
30
GLOBAL ENVIRONMENT FUND reported RAUM down 51% ($238.3M -> $116.0M). IAPD ↗fund
$116.0M RAUM · 2 reps · 571-331-0374 · globalenvironmentfund.com
M&A & valuationRecruiting & transitions
30
WHIPPOORWILL ASSOCIATES INC reported RAUM down 31% ($44.9M -> $31.2M). IAPD ↗fund
$31.2M RAUM · 1 reps · 914-683-1002
M&A & valuationRecruiting & transitions
30
ALPINE WOODS CAPITAL INVESTORS, LLC reported RAUM down 50% ($364.1M -> $180.6M). IAPD ↗fund
$180.6M RAUM · 3 reps · 914-251-0880 · alpinesaxonwoods.com
M&A & valuationRecruiting & transitions
30
NEWPORT ASIA LLC reported RAUM down 27% ($164.6M -> $120.1M). IAPD ↗fund
$120.1M RAUM · 5 reps · 415/677-8620 · newportasiallc.com
M&A & valuationRecruiting & transitions
30
CITIGROUP ALTERNATIVE INVESTMENTS LLC reported RAUM down 36% ($200.2M -> $127.4M). IAPD ↗fund
$127.4M RAUM · 5 reps · 212-816-4350
M&A & valuationRecruiting & transitions
30
SILVER CREEK CAPITAL MANAGEMENT LLC reported RAUM down 39% ($202.1M -> $122.5M). IAPD ↗fund
$122.5M RAUM · 18 reps · 206-774-6000 · silvercreekcapital.com
M&A & valuationRecruiting & transitions
30
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. reported RAUM down 63% ($64.1M -> $23.5M). IAPD ↗fund
$23.5M RAUM · 1 reps · 281-778-4900 · rmpwm.com
M&A & valuationRecruiting & transitions
30
WAYZATA INVESTMENT PARTNERS LLC reported RAUM down 80% ($45.8M -> $9.4M). IAPD ↗fund
$9.4M RAUM · 2 reps · 952-345-0700
M&A & valuationRecruiting & transitions
30
SVOF/MM, LLC reported RAUM down 86% ($117.8M -> $16.4M). IAPD ↗fund
$16.4M RAUM · 1 reps · 310 566 1000 · blackrock.com
M&A & valuationRecruiting & transitions
30
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC reported RAUM down 80% ($1.18B -> $237.4M). IAPD ↗fund
$237.4M RAUM · 5 reps · 646-792-5600
M&A & valuationRecruiting & transitions
30
ALBRIGHT CAPITAL MANAGEMENT LP reported RAUM down 32% ($73.0M -> $49.8M). IAPD ↗fund
$49.8M RAUM · 6 reps · 202-370-3500 · albrightcapital.com
M&A & valuationRecruiting & transitions
30
HAWKEYE PARTNERS, LP reported RAUM down 82% ($214.4M -> $38.2M). IAPD ↗fund
$38.2M RAUM · 8 reps · 512-628-4000 · hawkeyepartners.com
M&A & valuationRecruiting & transitions
30
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. reported RAUM down 30% ($48.0M -> $33.6M). IAPD ↗fund
$33.6M RAUM · 12 reps · 212-245-0400 · niederhoffer.com
M&A & valuationRecruiting & transitions
30
BLACKSTONE REAL ESTATE ADVISORS V L.P. reported RAUM down 37% ($94.9M -> $60.2M). IAPD ↗fund
$60.2M RAUM · 192 reps · 212-583-5000 · spoti.fi
M&A & valuationRecruiting & transitions
30
FILLMORE CAPITAL PARTNERS, LLC reported RAUM down 82% ($1.38B -> $247.1M). IAPD ↗fund
$247.1M RAUM · 8 reps · 614-781-1420 · fillmorecap.com
M&A & valuationRecruiting & transitions
30
WL ROSS & CO. LLC reported RAUM down 50% ($450.8M -> $224.6M). IAPD ↗fund
$224.6M RAUM · 1 reps · 972-715-7400 · invesco.com
M&A & valuationRecruiting & transitions
30
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP reported RAUM down 32% ($351.3M -> $238.4M). IAPD ↗fund
$238.4M RAUM · 1 reps · 646-708-8643
M&A & valuationRecruiting & transitions
30
BAIN CAPITAL PUBLIC EQUITY, LP reported RAUM down 93% ($3.50B -> $242.2M). IAPD ↗fund
$242.2M RAUM · 4 reps · 617-516-2318
M&A & valuationRecruiting & transitions
30
MAN CAPITAL MANAGEMENT LLC reported RAUM down 57% ($256.6M -> $110.0M). IAPD ↗fund
$110.0M RAUM · 8 reps · 212-649-6600 · man.com
M&A & valuationRecruiting & transitions
30
MAKAIRA PARTNERS, LLC reported RAUM down 50% ($423.4M -> $209.8M). IAPD ↗fund
$209.8M RAUM · 3 reps · 858-626-2929 · makairapartners.com
M&A & valuationRecruiting & transitions
30
MAZE INVESTMENTS, LLC reported RAUM down 64% ($127.4M -> $45.7M). IAPD ↗fund
$45.7M RAUM · 3 reps · (310) 846-8574 · mazeinvestmentsllc.com
M&A & valuationRecruiting & transitions
30
BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P. reported RAUM down 72% ($423.4M -> $118.7M). IAPD ↗fund
$118.7M RAUM · 6 reps · 212-521-3700 · brs.com
M&A & valuationRecruiting & transitions
30
MANIKAY PARTNERS reported RAUM down 92% ($408.6M -> $30.8M). IAPD ↗fund
$30.8M RAUM · 1 reps · 212-457-1980 · manikaypartners.com
M&A & valuationRecruiting & transitions
30
LONE STAR INVESTMENT ADVISORS, LLC reported RAUM down 53% ($256.5M -> $119.9M). IAPD ↗fund
$119.9M RAUM · 3 reps · 972-702-7390
M&A & valuationRecruiting & transitions
30
CSL CAPITAL MANAGEMENT, L.P. reported RAUM down 42% ($247.7M -> $144.8M). IAPD ↗fund
$144.8M RAUM · 4 reps · 281-407-0693 · cslenergy.com
M&A & valuationRecruiting & transitions
30
HARREN EQUITY PARTNERS, LLC reported RAUM down 42% ($349.4M -> $201.4M). IAPD ↗fund
$201.4M RAUM · 3 reps · 434-245-5800 · harrenequity.com
M&A & valuationRecruiting & transitions
30
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC reported RAUM down 28% ($193.2M -> $139.8M). IAPD ↗fund
$139.8M RAUM · 12 reps · 860-674-8066 · fairviewcapital.com
M&A & valuationRecruiting & transitions
30
GEN CAP AMERICA, INC. reported RAUM down 30% ($304.1M -> $212.6M). IAPD ↗fund
$212.6M RAUM · 5 reps · 615-256-0231 · gencapamerica.com
M&A & valuationRecruiting & transitions
30
NEW CAPITAL PARTNERS reported RAUM down 62% ($614.8M -> $232.6M). IAPD ↗fund
$232.6M RAUM · 6 reps · 205-939-8400 · newcapitalpartners.com
M&A & valuationRecruiting & transitions
30
CT INVESTMENT MANAGEMENT CO., LLC reported RAUM down 97% ($215.7M -> $6.6M). IAPD ↗fund
$6.6M RAUM · 4 reps · 212-583-5000
M&A & valuationRecruiting & transitions
30
LIONSTONE INVESTMENTS reported RAUM down 95% ($4.54B -> $224.4M). IAPD ↗fund
$224.4M RAUM · 0 reps · 8002252365 · lionstoneinvestments.com
M&A & valuationRecruiting & transitions
30
ALCION VENTURES, L.P. reported RAUM down 39% ($252.3M -> $153.8M). IAPD ↗fund
$153.8M RAUM · 3 reps · 617-603-1000 · alcionventures.com
M&A & valuationRecruiting & transitions
30
STONETREE CAPITAL ADVISORS, LLC reported RAUM down 39% ($36.1M -> $22.0M). IAPD ↗fund
$22.0M RAUM · 2 reps · 847-948-0755 · stonetreemgt.com
M&A & valuationRecruiting & transitions
30
RPM CAPITAL PARTNERS, LLC reported RAUM down 28% ($327.0M -> $233.9M). IAPD ↗fund
$233.9M RAUM · 5 reps · 212-332-5100
M&A & valuationRecruiting & transitions
30
H PARTNERS MANAGEMENT LLC reported RAUM down 75% ($639.9M -> $158.1M). IAPD ↗fund
$158.1M RAUM · 6 reps · 212-265-4200 · hpartnerslp.com
M&A & valuationRecruiting & transitions
30
ABRY PARTNERS, LLC reported RAUM down 78% ($311.1M -> $69.3M). IAPD ↗fund
$69.3M RAUM · 3 reps · 617-859-2959 · abry.com
M&A & valuationRecruiting & transitions
30
WELLSPRING CAPITAL MANAGEMENT LLC reported RAUM down 48% ($401.7M -> $208.1M). IAPD ↗fund
$208.1M RAUM · 16 reps · 212-318-9800 · revelarcapital.com
M&A & valuationRecruiting & transitions
30
BANDERA PARTNERS reported RAUM down 33% ($363.7M -> $244.1M). IAPD ↗fund
$244.1M RAUM · 2 reps · 212-232-0117 · banderapartners.com
M&A & valuationRecruiting & transitions
30
ABDIEL CAPITAL ADVISORS, LP reported RAUM down 96% ($3.43B -> $141.9M). IAPD ↗fund
$141.9M RAUM · 9 reps · 646-496-9202 · abdielcapital.com
M&A & valuationRecruiting & transitions
30
HIGH ROAD CAPITAL PARTNERS, LLC reported RAUM down 55% ($191.3M -> $86.6M). IAPD ↗fund
$86.6M RAUM · 4 reps · 212-554-3266 · highroadcap.com
M&A & valuationRecruiting & transitions
30
SILVERHAWK CAPITAL PARTNERS, LLC reported RAUM down 79% ($652.2M -> $137.2M). IAPD ↗fund
$137.2M RAUM · 5 reps · 9132532225 · silverhawkcapitalpartners.com
M&A & valuationRecruiting & transitions
30
KAILAI ADVISERS LTD. reported RAUM down 39% ($94.7M -> $57.8M). IAPD ↗fund
$57.8M RAUM · 9 reps · 310-385-3690 · claritypartners.net
M&A & valuationRecruiting & transitions
30
RLJ EQUITY PARTNERS, LLC reported RAUM down 27% ($155.1M -> $113.0M). IAPD ↗fund
$113.0M RAUM · 1 reps · 240-744-7856 · rljequitypartners.com
M&A & valuationRecruiting & transitions
30
BELHEALTH INVESTMENT PARTNERS, LLC reported RAUM down 26% ($212.3M -> $156.7M). IAPD ↗fund
$156.7M RAUM · 3 reps · 954-636-3680
M&A & valuationRecruiting & transitions
30
TOLIS ADVISORS, LP reported RAUM down 43% ($387.3M -> $219.6M). IAPD ↗fund
$219.6M RAUM · 3 reps · 646-863-6120
M&A & valuationRecruiting & transitions
30
HIGHBAR PARTNERS reported RAUM down 40% ($191.3M -> $114.6M). IAPD ↗fund
$114.6M RAUM · 2 reps · 917-696-7945 · highbarventures.com
M&A & valuationRecruiting & transitions
30
PURA VIDA INVESTMENTS, LLC reported RAUM down 27% ($124.8M -> $91.5M). IAPD ↗fund
$91.5M RAUM · 1 reps · (929) 733-7678 · puravidainvestments.com
M&A & valuationRecruiting & transitions
30
CANNON HILL INVESTMENT MANAGEMENT, LLC reported RAUM down 33% ($36.1M -> $24.2M). IAPD ↗fund
$24.2M RAUM · 14 reps · (212)-763-1440 · cannonhillcap.com
M&A & valuationRecruiting & transitions
30
VN CAPITAL MANAGEMENT, LLC reported RAUM down 34% ($96.1M -> $63.0M). IAPD ↗fund
$63.0M RAUM · 1 reps · 336-897-1615
M&A & valuationRecruiting & transitions
30
SPRING LAKE EQUITY GP LLC reported RAUM down 39% ($295.0M -> $179.2M). IAPD ↗fund
$179.2M RAUM · 2 reps · 617 391 6341 · springlakeequitypartners.com
M&A & valuationRecruiting & transitions
30
WATERFRONT CAPITAL PARTNERS LLC reported RAUM down 87% ($770.7M -> $99.3M). IAPD ↗fund
$99.3M RAUM · 2 reps · 212 554 4099
M&A & valuationRecruiting & transitions
30
HGI CAPITAL MANAGEMENT, LLC. reported RAUM down 75% ($163.4M -> $41.6M). IAPD ↗fund
$41.6M RAUM · 7 reps · 212-644-0515
M&A & valuationRecruiting & transitions
30
NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC reported RAUM down 27% ($142.2M -> $103.4M). IAPD ↗fund
$103.4M RAUM · 3 reps · +55 (11) 5180-3311 · newfcap.com
M&A & valuationRecruiting & transitions
30
PROPHET EQUITY MANAGEMENT II LLC reported RAUM down 28% ($236.9M -> $171.4M). IAPD ↗fund
$171.4M RAUM · 7 reps · 817-898-1500 · prophetequity.com
M&A & valuationRecruiting & transitions
30
HATTERAS INVESTMENT PARTNERS, LP reported RAUM down 39% ($187.8M -> $114.8M). IAPD ↗fund
$114.8M RAUM · 2 reps · 919-846-2324 · hatterasinvestmentpartners.com
M&A & valuationRecruiting & transitions
30
CRESCENT PARK MANAGEMENT, L.P. reported RAUM down 33% ($351.5M -> $234.4M). IAPD ↗fund
$234.4M RAUM · 1 reps · 650-285-4300
M&A & valuationRecruiting & transitions
30
TEZA CAPITAL MANAGEMENT LLC reported RAUM down 81% ($752.5M -> $139.5M). IAPD ↗fund
$139.5M RAUM · 40 reps · 312-768-1650 · tezacapital.com
M&A & valuationRecruiting & transitions
30
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC reported RAUM down 61% ($151.1M -> $58.6M). IAPD ↗fund
$58.6M RAUM · 4 reps · 952-456-5300 · northernpacificgroup.com
M&A & valuationRecruiting & transitions
30
BCK CAPITAL MANAGEMENT LP reported RAUM down 57% ($258.8M -> $112.4M). IAPD ↗fund
$112.4M RAUM · 2 reps · 203-989-9660
M&A & valuationRecruiting & transitions
30
STRUCK CAPITAL MANAGEMENT LLC reported RAUM down 39% ($139.9M -> $84.9M). IAPD ↗fund
$84.9M RAUM · 3 reps · 561-289-0486 · struckcapital.com
M&A & valuationRecruiting & transitions
30
ONE68 GLOBAL CAPITAL, LLC reported RAUM down 90% ($500.0M -> $50.0M). IAPD ↗fund
$50.0M RAUM · 4 reps · 212-331-6738
M&A & valuationRecruiting & transitions
30
HOUSE HANOVER LLC reported RAUM down 58% ($46.7M -> $19.7M). IAPD ↗fund
$19.7M RAUM · 1 reps · 978-794-3366
M&A & valuationRecruiting & transitions
30
ARROWHEAD INVESTMENT MANAGEMENT LLC reported RAUM down 46% ($143.4M -> $77.6M). IAPD ↗fund
$77.6M RAUM · 4 reps · 203-485-0700 · arrowheadmgt.com
M&A & valuationRecruiting & transitions
30
RECIPROCAL CAPITAL reported RAUM down 27% ($126.5M -> $91.9M). IAPD ↗fund
$91.9M RAUM · 1 reps · 917-288-3834 · reciprocalcapital.com
M&A & valuationRecruiting & transitions
30
GOLDIRON GP LLC reported RAUM down 77% ($264.2M -> $60.2M). IAPD ↗fund
$60.2M RAUM · 1 reps · 212-698-3113
M&A & valuationRecruiting & transitions
30
TLS ADVISORS LLC reported RAUM down 40% ($272.1M -> $164.0M). IAPD ↗fund
$164.0M RAUM · 6 reps · 844-528-8430
M&A & valuationRecruiting & transitions
30
325 FILLMORE LLC reported RAUM down 85% ($714.5M -> $103.8M). IAPD ↗fund
$103.8M RAUM · 1 reps · 303-398-2950
M&A & valuationRecruiting & transitions
30
MERIDA CAPITAL HOLDINGS LLC reported RAUM down 25% ($211.1M -> $157.3M). IAPD ↗fund
$157.3M RAUM · 6 reps · 212-210-1890
M&A & valuationRecruiting & transitions
30
NORLAND CAPITAL LP reported RAUM down 42% ($288.4M -> $167.5M). IAPD ↗fund
$167.5M RAUM · 5 reps · 415-465-1000 · norlandcapital.com
M&A & valuationRecruiting & transitions
30
SOUNDCORE CAPITAL PARTNERS, LLC reported RAUM down 39% ($388.7M -> $237.2M). IAPD ↗fund
$237.2M RAUM · 3 reps · 212-812-1180
M&A & valuationRecruiting & transitions
30
WINTHROP CAPITAL ADVISORS, LLC reported RAUM down 53% ($174.4M -> $82.4M). IAPD ↗fund
$82.4M RAUM · 2 reps · 617-570-4600
M&A & valuationRecruiting & transitions
30
SCHECHTER PRIVATE CAPITAL, LLC reported RAUM down 44% ($304.4M -> $171.7M). IAPD ↗fund
$171.7M RAUM · 3 reps · 248-731-9500 · schechterwealth.com
M&A & valuationRecruiting & transitions
30
AREX CAPITAL MANAGEMENT, LP reported RAUM down 29% ($139.1M -> $99.4M). IAPD ↗fund
$99.4M RAUM · 3 reps · 646-679-4000 · arexcapital.com
M&A & valuationRecruiting & transitions
30
HARKNESS CAPITAL MANAGEMENT LLC reported RAUM down 42% ($353.9M -> $203.8M). IAPD ↗fund
$203.8M RAUM · 10 reps · (212) 514-0023 · harknesscapital.com
M&A & valuationRecruiting & transitions
30
CAMBRIAN ASSET MANAGEMENT, INC. reported RAUM down 29% ($171.4M -> $121.8M). IAPD ↗fund
$121.8M RAUM · 5 reps · 415-746-9485 · cambrianasset.com
M&A & valuationRecruiting & transitions
30
PERIPHAS CAPITAL, LP reported RAUM down 57% ($170.4M -> $72.6M). IAPD ↗fund
$72.6M RAUM · 4 reps · 646-876-6351
M&A & valuationRecruiting & transitions
30
BLUESTONE INVESTMENT MANAGER, LLC reported RAUM down 45% ($261.7M -> $144.8M). IAPD ↗fund
$144.8M RAUM · 10 reps · 703-462-5601 · bluestoneinv.com
M&A & valuationRecruiting & transitions
30
CREO CAPITAL PARTNERS MANAGEMENT LLC reported RAUM down 32% ($348.0M -> $235.5M). IAPD ↗fund
$235.5M RAUM · 5 reps · 305-998-0078
M&A & valuationRecruiting & transitions
30
OXFORD GATE MANAGEMENT, LLC reported RAUM down 42% ($156.3M -> $90.9M). IAPD ↗fund
$90.9M RAUM · 7 reps · 845-224-3808 · oxfordfunds.com
M&A & valuationRecruiting & transitions
30
AIGEN INVESTMENT MANAGEMENT, LP reported RAUM down 30% ($158.5M -> $110.3M). IAPD ↗fund
$110.3M RAUM · 7 reps · 917 210 0860
M&A & valuationRecruiting & transitions
30
SEAPORT GLOBAL ASSET MANAGEMENT LLC reported RAUM down 32% ($118.6M -> $80.0M). IAPD ↗fund
$80.0M RAUM · 1 reps · 212-616-7700 · seaportglobal.com
M&A & valuationRecruiting & transitions
30
NORTHERN PACIFIC GROUP, L.P. reported RAUM down 61% ($151.1M -> $58.6M). IAPD ↗fund
$58.6M RAUM · 3 reps · 952-456-5300 · northernpacificgroup.com
M&A & valuationRecruiting & transitions
30
GIP INVESTMENT ADVISER LLC reported RAUM down 56% ($445.1M -> $198.0M). IAPD ↗fund
$198.0M RAUM · 4 reps · 561-567-9220 · ksvglobal.com
M&A & valuationRecruiting & transitions
30
BOUNDARY CREEK ADVISORS LP reported RAUM down 83% ($296.3M -> $49.8M). IAPD ↗fund
$49.8M RAUM · 2 reps · 212-503-6251 · boundarycreek.com
M&A & valuationRecruiting & transitions
30
BASELINE PARTNERS LLC reported RAUM down 32% ($110.6M -> $75.3M). IAPD ↗fund
$75.3M RAUM · 1 reps · 480-336-9730 · baseline-partners.com
M&A & valuationRecruiting & transitions
30
SILTSTONE CAPITAL, LLC reported RAUM down 76% ($326.5M -> $77.0M). IAPD ↗fund
$77.0M RAUM · 8 reps · 713-375-9200
M&A & valuationRecruiting & transitions
30
DAVENTRY GROUP LP reported RAUM down 43% ($313.0M -> $179.9M). IAPD ↗fund
$179.9M RAUM · 3 reps · 646.933.8060 · daventrygroup.com
M&A & valuationRecruiting & transitions
30
SCALEWORKS CAPITAL, LLC reported RAUM down 27% ($271.1M -> $198.4M). IAPD ↗fund
$198.4M RAUM · 7 reps · 210-544-5409 · soil.works
M&A & valuationRecruiting & transitions
30
CAPRICE CAPITAL PARTNERS, LLC reported RAUM down 43% ($214.4M -> $123.2M). IAPD ↗fund
$123.2M RAUM · 3 reps · 310-893-5070 · capricecapital.com
M&A & valuationRecruiting & transitions
30
CANDELO CAPITAL MANAGEMENT LP reported RAUM down 29% ($251.8M -> $178.1M). IAPD ↗fund
$178.1M RAUM · 5 reps · 332-207-4630
M&A & valuationRecruiting & transitions
30
GSSG SOLAR, LLC reported RAUM down 48% ($200.2M -> $103.4M). IAPD ↗fund
$103.4M RAUM · 5 reps · 415-361-3427 · gssgsolar.com
M&A & valuationRecruiting & transitions
30
WALNUT LEVEL CAPITAL LLC reported RAUM down 53% ($251.5M -> $119.2M). IAPD ↗fund
$119.2M RAUM · 2 reps · 303-381-0156 · walnutlevel.com
M&A & valuationRecruiting & transitions
30
RONIN EQUITY PARTNERS LLC reported RAUM down 48% ($250.5M -> $131.1M). IAPD ↗fund
$131.1M RAUM · 5 reps · 917-796-4710 · roninequitypartners.com
M&A & valuationRecruiting & transitions
30
SKAANA MANAGEMENT L.P. reported RAUM down 36% ($367.5M -> $233.7M). IAPD ↗fund
$233.7M RAUM · 4 reps · 212-747-0444
M&A & valuationRecruiting & transitions
30
TENERE CAPITAL, LLC reported RAUM down 53% ($512.4M -> $241.1M). IAPD ↗fund
$241.1M RAUM · 2 reps · 303-376-4800 · tenerecapital.com
M&A & valuationRecruiting & transitions
30
SCALEBUILDER, LLC reported RAUM down 44% ($258.9M -> $145.8M). IAPD ↗fund
$145.8M RAUM · 2 reps · 617-224-6046 · scalebuilder.net
M&A & valuationRecruiting & transitions
30
GULLANE CAPITAL, LLC reported RAUM down 42% ($250.9M -> $145.3M). IAPD ↗fund
$145.3M RAUM · 1 reps · 901-766-1969 · gullanecapital-irm.investorflow.com
M&A & valuationRecruiting & transitions
30
MCKINNEY CAPITAL, LLC reported RAUM down 40% ($150.8M -> $91.0M). IAPD ↗fund
$91.0M RAUM · 3 reps · (205) 697-1837 · mckinneycapital.net
M&A & valuationRecruiting & transitions
30
SKY CREEK CAPITAL MANAGEMENT reported RAUM down 100% ($27.6M -> $64,970). IAPD ↗fund
$64,970 RAUM · 1 reps · (312)961-7577 · skycreekcap.com
M&A & valuationRecruiting & transitions
30
TRM ADVISORS LP reported RAUM down 45% ($292.6M -> $159.8M). IAPD ↗fund
$159.8M RAUM · 9 reps · 800-817-4152 · trmequity.com
M&A & valuationRecruiting & transitions
30
3 MANAGEMENT CO, LLC reported RAUM down 50% ($176.6M -> $88.6M). IAPD ↗fund
$88.6M RAUM · 1 reps · 415-615-5000
M&A & valuationRecruiting & transitions
30
DDELTA REAL ESTATE INVESTMENTS reported RAUM down 27% ($231.2M -> $169.6M). IAPD ↗fund
$169.6M RAUM · 8 reps · 512 457 0300 · 3nstrategies.com
M&A & valuationRecruiting & transitions
30
OUTERLANDS CAPITAL MANAGEMENT, LLC reported RAUM down 86% ($48.6M -> $6.9M). IAPD ↗fund
$6.9M RAUM · 4 reps · 201-588-6067 · outerlands.io
M&A & valuationRecruiting & transitions
30
ACME CREDIT PARTNERS reported RAUM down 52% ($90.9M -> $43.8M). IAPD ↗fund
$43.8M RAUM · 4 reps · 6463578385 · acmecreditpartners.com
M&A & valuationRecruiting & transitions
30
LEH II MANAGEMENT LLC reported RAUM down 58% ($222.6M -> $93.1M). IAPD ↗fund
$93.1M RAUM · 7 reps · 720-909-6608 · lincolnenergypartners.net
M&A & valuationRecruiting & transitions
30
LANDMARK INVESTMENT PARTNERS, L.P. reported RAUM down 76% ($511.0M -> $124.9M). IAPD ↗fund
$124.9M RAUM · 4 reps · 561-210-3331
M&A & valuationRecruiting & transitions
30
GALLO PARTNERS LP reported RAUM down 33% ($266.2M -> $179.0M). IAPD ↗fund
$179.0M RAUM · 3 reps · (862) 208-9533 · gallopartnerslp.com
M&A & valuationRecruiting & transitions
30
FEYNMAN POINT ASSET MANAGEMENT reported RAUM down 37% ($314.0M -> $198.4M). IAPD ↗fund
$198.4M RAUM · 5 reps · 5169657531 · fpam.com
M&A & valuationRecruiting & transitions
30
MOZAYYX MANAGEMENT LLC reported RAUM down 64% ($530.6M -> $192.7M). IAPD ↗fund
$192.7M RAUM · 4 reps · 512-265-6180 · mozayyx.com
M&A & valuationRecruiting & transitions
30
TRADITIONAL DIGITAL reported RAUM down 31% ($108.2M -> $74.5M). IAPD ↗fund
$74.5M RAUM · 1 reps · 770-286-9717 · traditional.digital
M&A & valuationRecruiting & transitions
20
SPRUCEGROVE INVESTMENT MANAGEMENT LTD reported RAUM down 25% ($15.38B -> $11.53B). IAPD ↗foreign
$11.53B RAUM · 17 reps · 416-363-5854
M&A & valuationRecruiting & transitions
20
GAM LONDON LIMITED reported RAUM down 31% ($13.55B -> $9.42B). IAPD ↗foreign
$9.42B RAUM · 11 reps · 44-20-7493-9990
M&A & valuationRecruiting & transitions
20
FIL INVESTMENT ADVISORS (UK) LTD. reported RAUM down 51% ($7.30B -> $3.55B). IAPD ↗foreign
$3.55B RAUM · 8 reps · +44 (0)1732 361144
M&A & valuationRecruiting & transitions
20
ASPECT CAPITAL LIMITED reported RAUM down 26% ($3.47B -> $2.56B). IAPD ↗foreign
$2.56B RAUM · 40 reps · +442071709700 · aspectcapital.com
M&A & valuationRecruiting & transitions
20
LONGVIEW PARTNERS LLP reported RAUM down 29% ($16.21B -> $11.51B). IAPD ↗foreign
$11.51B RAUM · 10 reps · +44 (0) 207 809 4100 · longview-partners.com
M&A & valuationRecruiting & transitions
20
LONGVIEW PARTNERS (GUERNSEY) LIMITED reported RAUM down 29% ($16.21B -> $11.51B). IAPD ↗foreign
$11.51B RAUM · 0 reps · 44-1481-712414 · longview-partners.com
M&A & valuationRecruiting & transitions
20
BELL ASSET MANAGEMENT LIMITED reported RAUM down 29% ($3.05B -> $2.18B). IAPD ↗foreign
$2.18B RAUM · 10 reps · 613 8637 6000 · bellasset.com.au
M&A & valuationRecruiting & transitions
20
T. ROWE PRICE SINGAPORE PRIVATE LTD reported RAUM down 84% ($14.28B -> $2.30B). IAPD ↗foreign
$2.30B RAUM · 22 reps · 011-65-6836-0098 · troweprice.com
M&A & valuationRecruiting & transitions
20
NAPIER PARK GLOBAL CAPITAL LTD reported RAUM down 46% ($6.55B -> $3.51B). IAPD ↗foreign
$3.51B RAUM · 13 reps · 011-44-207-866-4772
M&A & valuationRecruiting & transitions
20
RED CLIFF ASSET MANAGEMENT LIMITED reported RAUM down 30% ($2.21B -> $1.55B). IAPD ↗foreign
$1.55B RAUM · 13 reps · +852 3468 6173 · redcliff-am.com
M&A & valuationRecruiting & transitions
20
PGIM FUND MANAGEMENT LIMITED reported RAUM down 72% ($4.40B -> $1.25B). IAPD ↗foreign
$1.25B RAUM · 47 reps · +44 (0) 207 766 2400
M&A & valuationRecruiting & transitions
20
FIRST SENTIER INVESTORS (UK) FUNDS LIMITED reported RAUM down 28% ($16.42B -> $11.87B). IAPD ↗foreign
$11.87B RAUM · 50 reps · 44-207-332-6500 · firstsentiergroup.com
M&A & valuationRecruiting & transitions
20
INTERMEDE INVESTMENT PARTNERS LIMITED reported RAUM down 28% ($5.52B -> $3.99B). IAPD ↗foreign
$3.99B RAUM · 8 reps · +44 (0)203 763 5810 · intermede.co.uk
M&A & valuationRecruiting & transitions
20
MAN GLOBAL PRIVATE MARKETS (UK) LIMITED reported RAUM down 35% ($2.18B -> $1.43B). IAPD ↗foreign
$1.43B RAUM · 13 reps · +44 20 7144 1000 · man.com
M&A & valuationRecruiting & transitions
20
RAM ACTIVE INVESTMENTS S.A. reported RAUM down 89% ($22.00B -> $2.39B). IAPD ↗foreign
$2.39B RAUM · 6 reps · +41 58 726 8700 · ram-ai.com
M&A & valuationRecruiting & transitions
20
FIRST SENTIER INVESTORS (UK) IM LIMITED reported RAUM down 26% ($17.97B -> $13.27B). IAPD ↗foreign
$13.27B RAUM · 50 reps · +44 (0)131 473 2200 · firstsentiergroup.com
M&A & valuationRecruiting & transitions
20
CAIN INTERNATIONAL ADVISERS LIMITED reported RAUM down 41% ($4.67B -> $2.77B). IAPD ↗foreign
$2.77B RAUM · 76 reps · 44 (0)20 7569 9000 · cainint.com
M&A & valuationRecruiting & transitions
20
GUARDCAP ASSET MANAGEMENT LIMITED reported RAUM down 37% ($9.43B -> $5.93B). IAPD ↗foreign
$5.93B RAUM · 10 reps · 44 20 7907 2400
M&A & valuationRecruiting & transitions
18
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED reported RAUM down 98% ($23.39B -> $377.8M). IAPD ↗foreign
$377.8M RAUM · 13 reps · (416) 524-9687 · manulifeim.com
M&A & valuationRecruiting & transitions
18
CONSTELLATION ASSET MANAGEMENT reported RAUM down 28% ($729.1M -> $526.4M). IAPD ↗foreign
$526.4M RAUM · 13 reps · 55 11 4501 0025 · constellation.com.br
M&A & valuationRecruiting & transitions
18
HEITMAN INTERNATIONAL HK LIMITED reported RAUM down 31% ($381.2M -> $264.6M). IAPD ↗foreign
$264.6M RAUM · 27 reps · 852 3976 6800
M&A & valuationRecruiting & transitions
18
TELEIOS CAPITAL PARTNERS LLC reported RAUM down 29% ($1.15B -> $820.0M). IAPD ↗foreign
$820.0M RAUM · 4 reps · +41 41 506 56 56 · teleioscapital.com
M&A & valuationRecruiting & transitions
15
VULPES INVESTMENT MANAGEMENT PRIVATE LIMITED reported RAUM down 39% ($157.5M -> $96.5M). IAPD ↗foreign
$96.5M RAUM · 3 reps · +65 6538 1998 · vulpesinvest.com
M&A & valuationRecruiting & transitions
15
SHORELINE CAPITAL MANAGEMENT, LTD. reported RAUM down 53% ($162.8M -> $75.9M). IAPD ↗foreign
$75.9M RAUM · 5 reps · +86(20) 8560-6988 · shoreline.com.cn
M&A & valuationRecruiting & transitions
15
UNITAS CAPITAL reported RAUM down 68% ($168.4M -> $53.5M). IAPD ↗foreign
$53.5M RAUM · 2 reps · (852) 2533 1818 · unitascapital.com
M&A & valuationRecruiting & transitions
15
UNITAS CAPITAL reported RAUM down 68% ($168.4M -> $53.5M). IAPD ↗foreign
$53.5M RAUM · 3 reps · (852) 2533 1818 · unitascapital.com
M&A & valuationRecruiting & transitions
15
PACIFIC HARBOR HOLDINGS, LIMITED reported RAUM down 33% ($34.5M -> $23.2M). IAPD ↗foreign
$23.2M RAUM · 16 reps · 852 2167 0500 · pacificharborgroup.com
M&A & valuationRecruiting & transitions
15
CORDIANT CAPITAL INC. reported RAUM down 98% ($2.49B -> $61.9M). IAPD ↗foreign
$61.9M RAUM · 9 reps · 1-514-286-1142 · cordiantcap.com
M&A & valuationRecruiting & transitions
15
GOLDEN EAGLE CAPITAL ADVISORS, INC. reported RAUM down 27% ($63.7M -> $46.8M). IAPD ↗foreign
$46.8M RAUM · 2 reps · +97144484674
M&A & valuationRecruiting & transitions
15
RESOLVE ASSET MANAGEMENT INC. reported RAUM down 25% ($93.8M -> $70.2M). IAPD ↗foreign
$70.2M RAUM · 5 reps · 416-572-5474
M&A & valuationRecruiting & transitions
15
THE L.T. FUNDS SA reported RAUM down 40% ($92.6M -> $55.4M). IAPD ↗foreign
$55.4M RAUM · 3 reps · 0041223016134 · the-lt-funds.com
M&A & valuationRecruiting & transitions
15
ALPSTONE CAPITAL (SUISSE) S.A. reported RAUM down 78% ($904.1M -> $199.0M). IAPD ↗foreign
$199.0M RAUM · 5 reps · 0041223179761 · alpstonecapital.com
M&A & valuationRecruiting & transitions
15
PALOS MANAGEMENT INC. reported RAUM down 91% ($136.8M -> $12.1M). IAPD ↗foreign
$12.1M RAUM · 3 reps · 514-397-0188
M&A & valuationRecruiting & transitions
15
ETNA CAPITAL reported RAUM down 29% ($203.1M -> $143.3M). IAPD ↗foreign
$143.3M RAUM · 5 reps · 85228188309 · etnalabs.co
M&A & valuationRecruiting & transitions
aum crossed 1b — 458 Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
85
RODGERS BROTHERS, INC. crossed $1B in regulatory AUM ($964.7M -> $1.04B). IAPD ↗
$1.04B RAUM · 9 reps · 724-473-4003 · moncapfund.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BOK FINANCIAL ADVISORS crossed $1B in regulatory AUM ($835.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 142 reps · 877-781-6889
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PACKERLAND BROKERAGE SERVICES, INC. crossed $1B in regulatory AUM ($909.5M -> $1.36B). IAPD ↗
$1.36B RAUM · 165 reps · 920-662-9500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RMC INVESTMENT ADVISORS crossed $1B in regulatory AUM ($986.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 860-561-1245 · rmcinvestmentadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TOBIAS FINANCIAL ADVISORS crossed $1B in regulatory AUM ($892.2M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 954-424-1660
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CORBYN INVESTMENT MANAGEMENT INC crossed $1B in regulatory AUM ($976.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 7 reps · 410-832-5500 · corbyn.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WESCAP GROUP crossed $1B in regulatory AUM ($985.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 13 reps · 818-563-5170
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NASDAQ DORSEY WRIGHT crossed $1B in regulatory AUM ($755.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 14 reps · 804-320-8511
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MPM WEALTH ADVISORS crossed $1B in regulatory AUM ($888.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 18 reps · 419-861-1400 · mpmwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DEERFIELD crossed $1B in regulatory AUM ($958.7M -> $1.18B). IAPD ↗
$1.18B RAUM · 6 reps · 317-469-2455
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GREATMARK INVESTMENT PARTNERS, INC. crossed $1B in regulatory AUM ($938.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 3 reps · 706-327-2128 · greatmarkonline.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NIGHT OWL CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($865.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 6 reps · 203-302-3870 · nightowlcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MANCHESTER FINANCIAL INC crossed $1B in regulatory AUM ($946.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 14 reps · 805-495-4405
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BPS WEALTH ADVISORS, INC. crossed $1B in regulatory AUM ($859.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 5 reps · 330-758-0575 · beardpension.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TOEWS ASSET MANAGEMENT crossed $1B in regulatory AUM ($945.1M -> $1.04B). IAPD ↗
$1.04B RAUM · 16 reps · 877-863-9726
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PETTYJOHN, WOOD & WHITE, INC. crossed $1B in regulatory AUM ($853.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 5 reps · 434-845-1266 · pwandw.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BRUNI J V & CO crossed $1B in regulatory AUM ($946.9M -> $1.10B). IAPD ↗
$1.10B RAUM · 3 reps · 719-575-9880 · jvbruni.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FRAZIER FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($929.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 15 reps · 614-793-8297
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PORTFOLIO STRATEGIES INC NY crossed $1B in regulatory AUM ($861.2M -> $1.02B). IAPD ↗
$1.02B RAUM · 4 reps · 201-571-4100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PEAK ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($910.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 14 reps · 303-926-0100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ROGERS WEALTH GROUP, INC. crossed $1B in regulatory AUM ($960.8M -> $1.04B). IAPD ↗
$1.04B RAUM · 6 reps · 817-334-0351 · rogers401k.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASSET CONSULTING GROUP, LLC crossed $1B in regulatory AUM ($781.7M -> $1.10B). IAPD ↗
$1.10B RAUM · 32 reps · 314-862-4848 · guggenheimpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PERRYMAN FINANCIAL ADVISORY, INC. crossed $1B in regulatory AUM ($796.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 6 reps · 972-770-4800 · billperryman.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STEPP & ROTHWELL INC crossed $1B in regulatory AUM ($963.7M -> $1.06B). IAPD ↗
$1.06B RAUM · 10 reps · 913-345-4800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BOURGEON CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($917.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 3 reps · 203-280-1170 · bourgeoncapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CLEARBROOK INVESTMENT CONSULTING LLC crossed $1B in regulatory AUM ($470.1M -> $13.72B). IAPD ↗
$13.72B RAUM · 6 reps · 212 359-0290 · clearbrookglobal.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SPECTRUM INVESTMENT ADVISORS, INC. crossed $1B in regulatory AUM ($849.7M -> $1.06B). IAPD ↗
$1.06B RAUM · 20 reps · 262-238-4010
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SUMMIT ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($938.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 6 reps · 901-729-8100 · summitassetmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OARSMAN CAPITAL, INC crossed $1B in regulatory AUM ($926.8M -> $1.17B). IAPD ↗
$1.17B RAUM · 13 reps · 414-221-0081 · oarsman.net
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SCHAEFER FINANCIAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($979.1M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · 303-770-6700
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KNIGHTSBRIDGE WEALTH MANAGEMENT crossed $1B in regulatory AUM ($833.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 9 reps · 949-644-4444 · knightsb.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE NORTHSTAR GROUP, INC. crossed $1B in regulatory AUM ($871.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 6 reps · 212-883-9595 · thenorthstargroupinc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HARVEY INVESTMENT COMPANY, LLC crossed $1B in regulatory AUM ($941.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 4 reps · 502-339-8270 · harveyinvestment.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
COYLE crossed $1B in regulatory AUM ($922.2M -> $1.05B). IAPD ↗
$1.05B RAUM · 10 reps · 847-441-5644
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AB CUSTOM ALTERNATIVE SOLUTIONS LLC crossed $1B in regulatory AUM ($746.0M -> $1.42B). IAPD ↗
$1.42B RAUM · 1 reps · 615-622-0000 · asturiascapitalllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NTV ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($963.4M -> $1.16B). IAPD ↗
$1.16B RAUM · 5 reps · 304-353-9090 · ntvam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DOCK STREET ASSET MANAGEMENT INC crossed $1B in regulatory AUM ($905.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · 203-532-9470 · dockstreet.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VIOLICH CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($911.7M -> $1.04B). IAPD ↗
$1.04B RAUM · 1 reps · 415-217-4444 · violichcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AEGIS FINANCIAL CORPORATION crossed $1B in regulatory AUM ($381.0M -> $1.37B). IAPD ↗
$1.37B RAUM · 4 reps · 703-528-7788 · aegisvaluefund.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MORLING FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($755.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 17 reps · 844-667-5464
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STANLEY-LAMAN GROUP LTD. crossed $1B in regulatory AUM ($979.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 13 reps · 610-993-9100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GOULD ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($901.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 909-445-1291 · gouldasset.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HENDERSHOT INVESTMENTS, INC. crossed $1B in regulatory AUM ($984.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 703-361-6130 · hendershotinvestments.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FOUNDATION RESOURCE MANAGEMENT, INC. crossed $1B in regulatory AUM ($918.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 6 reps · 501-534-2675
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LUCID ADVISORS, INC. crossed $1B in regulatory AUM ($958.1M -> $1.15B). IAPD ↗
$1.15B RAUM · 2 reps · 206-267-2222 · lucidadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BLUESKY WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($849.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · 252-633-0107
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FAITHWARD ADVISORS, LLC crossed $1B in regulatory AUM ($906.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 16 reps · 717-560-8300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DETALUS ADVISORS, LLC crossed $1B in regulatory AUM ($928.4M -> $2.22B). IAPD ↗
$2.22B RAUM · 10 reps · 314-997-3191 · detalus.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LAUREL WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($972.7M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · 704-927-4379
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CONCORD WEALTH PARTNERS crossed $1B in regulatory AUM ($946.0M -> $1.07B). IAPD ↗
$1.07B RAUM · 10 reps · 276-628-5910 · cavenessadvisory.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NUVERSE ADVISORS LLC crossed $1B in regulatory AUM ($963.7M -> $1.18B). IAPD ↗
$1.18B RAUM · 6 reps · 305-932-6010 · nuverse.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SCHNIEDERS CAPITAL MANAGEMENT, LLC. crossed $1B in regulatory AUM ($864.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 2 reps · 626.584.6168 · schniederscapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LIGHTHOUSE FINANCIAL ADVISORS, INC. crossed $1B in regulatory AUM ($869.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · (732) 747-6680 · lfadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GIBRALTAR CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($840.6M -> $1.35B). IAPD ↗
$1.35B RAUM · 18 reps · (918) 492-4209 · gibraltar-capital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FIFTH AVENUE FAMILY OFFICE crossed $1B in regulatory AUM ($908.5M -> $1.35B). IAPD ↗
$1.35B RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
COOPER/HAIMS ADVISORS, LLC crossed $1B in regulatory AUM ($939.2M -> $1.15B). IAPD ↗
$1.15B RAUM · 13 reps · 585-248-6400 · esl.org
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LVZ, INC. crossed $1B in regulatory AUM ($969.2M -> $1.13B). IAPD ↗
$1.13B RAUM · 18 reps · 616-394-4994
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PATHWAY FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($894.8M -> $1.65B). IAPD ↗
$1.65B RAUM · 7 reps · 802-660-7086
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PKS ADVISORY SERVICES, LLC crossed $1B in regulatory AUM ($905.4M -> $1.09B). IAPD ↗
$1.09B RAUM · 36 reps · (518) 426-5791 · woehlerfinancialgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ELGETHUN CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($884.5M -> $1.14B). IAPD ↗
$1.14B RAUM · 10 reps · (605) 367-3336 · elgethuncapitalmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GFG CAPITAL crossed $1B in regulatory AUM ($891.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 305-810-6500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KORHORN FINANCIAL GROUP crossed $1B in regulatory AUM ($934.5M -> $1.15B). IAPD ↗
$1.15B RAUM · 42 reps · 574-247-5898
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC crossed $1B in regulatory AUM ($900.6M -> $1.10B). IAPD ↗
$1.10B RAUM · 3 reps · (612) 334-2000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NAVIGATION GROUP LLC crossed $1B in regulatory AUM ($927.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 650-595-1700 · navigationgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SALEM PARTNERS WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($413.3M -> $1.50B). IAPD ↗
$1.50B RAUM · 3 reps · 310-806-4200 · salempartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WATTS GWILLIAM & COMPANY, LLC crossed $1B in regulatory AUM ($818.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 6 reps · 480-889-8998 · wattsgwilliam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CAPSOUTH WEALTH MANAGEMENT crossed $1B in regulatory AUM ($884.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 13 reps · 334.673.8600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($854.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 10 reps · 610-825-3540
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SG CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($957.4M -> $1.38B). IAPD ↗
$1.38B RAUM · 6 reps · 312-923-0150
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARCHER INVESTMENT CORPORATION crossed $1B in regulatory AUM ($900.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 80 reps · 317-581-5664 · nracpa.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
EVEREST FINANCIAL GROUP crossed $1B in regulatory AUM ($912.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 12 reps · 763-923-7525 · sincerefinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PYA WALTMAN CAPITAL, LLC crossed $1B in regulatory AUM ($819.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 865-693-6301
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VECTORS ASSET MANAGEMENT crossed $1B in regulatory AUM ($844.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 4 reps · 212-431-0857 · vectorsresearch.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ANDERSON GROWTH PARTNERS, LLC crossed $1B in regulatory AUM ($919.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 205-909-0950 · agpadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. crossed $1B in regulatory AUM ($910.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 6 reps · 330-666-6886 · kohmannbosshard.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STERLING INVESTMENT ADVISORS LTD. crossed $1B in regulatory AUM ($961.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · 610-560-0400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SIKICH FINANCIAL crossed $1B in regulatory AUM ($920.0M -> $1.18B). IAPD ↗
$1.18B RAUM · 18 reps · 217-862-1843 · sikich.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KEATING FINANCIAL ADVISORY SERVICES crossed $1B in regulatory AUM ($330.0M -> $1.45B). IAPD ↗
$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PARAGON FINANCIAL ADVISORS crossed $1B in regulatory AUM ($847.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 14 reps · 979-693-3907 · paragon-adv.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GILMAN HILL ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($782.9M -> $1.24B). IAPD ↗
$1.24B RAUM · 5 reps · 203-571-0225
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WORTHPOINTE crossed $1B in regulatory AUM ($885.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 9 reps · 800-620-4232
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARGOS WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($897.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 10 reps · 707-633-9063 · argoswealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ADDISON CAPITAL crossed $1B in regulatory AUM ($808.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 3 reps · 215-563-6919
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FULCRUM CAPITAL, LLC crossed $1B in regulatory AUM ($975.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 8 reps · 206-223-9790
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AVIANCE CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($971.0M -> $1.13B). IAPD ↗
$1.13B RAUM · 6 reps · 239-598-4747
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
W.A. SMITH FINANCIAL GROUP crossed $1B in regulatory AUM ($962.6M -> $1.16B). IAPD ↗
$1.16B RAUM · 13 reps · 419-626-8600 · wasmithfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JACKSON WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($856.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 9 reps · 407-585-0235 · jacksonwm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
EAST COAST ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($750.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 978-801-0860 · eastcoastasset.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALPHA OMEGA WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($905.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 804-955-1600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THREE BRIDGE WEALTH ADVISORS crossed $1B in regulatory AUM ($817.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 3 reps · 650-433-3500 · threebridgewa.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($999.7M -> $1.17B). IAPD ↗
$1.17B RAUM · 13 reps · 212-320-3000 · wellingtonshields.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TALSON CAPITAL MANAGEMENT L.P. crossed $1B in regulatory AUM ($865.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 203-202-7500 · talsoncapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FORT SHERIDAN ADVISORS LLC crossed $1B in regulatory AUM ($908.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 7 reps · 847-559-9700
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GIA PARTNERS, LLC. crossed $1B in regulatory AUM ($984.7M -> $1.06B). IAPD ↗
$1.06B RAUM · 5 reps · 212-893-7810 · giallc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ARMBRUSTER CAPITAL MANAGEMENT, INC. crossed $1B in regulatory AUM ($900.8M -> $1.06B). IAPD ↗
$1.06B RAUM · 7 reps · 585-381-4180 · acm401k.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FINANCIAL ADVISORS NETWORK, INC. crossed $1B in regulatory AUM ($954.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 12 reps · 714-597-6510
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASSET ALLOCATION STRATEGIES, LLC crossed $1B in regulatory AUM ($767.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 45 reps · 248-489-0101
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VANTAGE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($897.4M -> $1.12B). IAPD ↗
$1.12B RAUM · 7 reps · 650-638-9600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NORTHWEST WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($865.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 14 reps · 877-207-0994
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INSIGHT WEALTH PARTNERS crossed $1B in regulatory AUM ($970.3M -> $1.12B). IAPD ↗
$1.12B RAUM · 16 reps · 972-543-4800 · insightwp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WAYCROSS PARTNERS, LLC crossed $1B in regulatory AUM ($865.5M -> $1.18B). IAPD ↗
$1.18B RAUM · 7 reps · 502-410-1900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MCGOWAN GROUP ASSET MANAGEMENT, INC. crossed $1B in regulatory AUM ($996.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 5 reps · 214-720-4400 · themcgowangroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ELWOOD & GOETZ crossed $1B in regulatory AUM ($813.0M -> $1.07B). IAPD ↗
$1.07B RAUM · 26 reps · 706-548-1025
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LEGACY FINANCIAL GROUP crossed $1B in regulatory AUM ($840.4M -> $1.01B). IAPD ↗
$1.01B RAUM · 11 reps · 515-255-3306 · williamelson.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ST. CLAIR ADVISORS, LLC crossed $1B in regulatory AUM ($997.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 440-925-5670 · saintclairllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JT STRATFORD, LLC crossed $1B in regulatory AUM ($814.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 18 reps · 770-534-6046
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
P/E GLOBAL LLC crossed $1B in regulatory AUM ($702.6M -> $1.71B). IAPD ↗
$1.71B RAUM · 36 reps · 617-933-4500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WALKNER CONDON FINANCIAL ADVISORS LLC crossed $1B in regulatory AUM ($732.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 16 reps · 608-234-4127 · walknercondon.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
NEW LEGACY GROUP, LLC crossed $1B in regulatory AUM ($707.9M -> $1.28B). IAPD ↗
$1.28B RAUM · 8 reps · 212-616-8020
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AVIER WEALTH ADVISORS crossed $1B in regulatory AUM ($964.4M -> $1.19B). IAPD ↗
$1.19B RAUM · 16 reps · 425-467-1011
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
REAGAN COMPANIES ASSET MANAGEMENT, INC crossed $1B in regulatory AUM ($992.3M -> $1.16B). IAPD ↗
$1.16B RAUM · 4 reps · 315-673-2094 · reaganinvesting.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ROTHSCHILD WEALTH LLC crossed $1B in regulatory AUM ($751.1M -> $1.70B). IAPD ↗
$1.70B RAUM · 23 reps · 630-448-5711
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASA MANAGED ACCOUNT MANAGERS LLC crossed $1B in regulatory AUM ($920.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 0 reps · 952 847-2450 · asallc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MARSHALL + STERLING WEALTH ADVISORS, INC. crossed $1B in regulatory AUM ($995.8M -> $1.59B). IAPD ↗
$1.59B RAUM · 9 reps · 845-554-1046
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TEAMWORK FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($800.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 15 reps · 210-687-1333 · teamworkfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ZEVIN ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($892.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 617-742-6666 · zevin.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE JOSEPH GROUP CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($947.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 15 reps · 614-228-4300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TREBUCHET CONSULTING, LLC crossed $1B in regulatory AUM ($921.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · 412-388-0715 · trebuchetconsultingllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RED OAK FINANCIAL GROUP crossed $1B in regulatory AUM ($836.8M -> $1.04B). IAPD ↗
$1.04B RAUM · 6 reps · 410-321-0168
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FI3 FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($928.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 21 reps · 317-426-8800 · twitter@fi3advisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DE GROOTE FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($750.6M -> $1.22B). IAPD ↗
$1.22B RAUM · 3 reps · (805) 230-0111
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
IBEX WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($963.3M -> $1.28B). IAPD ↗
$1.28B RAUM · 5 reps · 908-849-4800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KERBERROSE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($909.8M -> $1.16B). IAPD ↗
$1.16B RAUM · 13 reps · 715.526.9400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT crossed $1B in regulatory AUM ($927.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 6 reps · 616-942-1580 · lafleurgodfrey.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VIRTUS ADVISERS, LLC crossed $1B in regulatory AUM ($567.1M -> $1.42B). IAPD ↗
$1.42B RAUM · 7 reps · 800-248-7971 · corporate.virtus.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
EVERGREEN WEALTH crossed $1B in regulatory AUM ($969.8M -> $1.18B). IAPD ↗
$1.18B RAUM · 6 reps · (217) 321-3210
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FOURTHSTONE LLC crossed $1B in regulatory AUM ($957.5M -> $1.22B). IAPD ↗
$1.22B RAUM · 7 reps · (800) 771-8071
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CONCENTUS WEALTH ADVISORS crossed $1B in regulatory AUM ($899.1M -> $1.08B). IAPD ↗
$1.08B RAUM · 9 reps · (610) 994-9190 · vimeo.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LIQUID STRATEGIES, LLC crossed $1B in regulatory AUM ($950.4M -> $1.45B). IAPD ↗
$1.45B RAUM · 5 reps · 800-970-2725 · overlayshares.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SIVIA CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($640.8M -> $1.24B). IAPD ↗
$1.24B RAUM · 2 reps · (415) 231-7490 · siviacapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FREEDOM 3 CAPITAL LLC crossed $1B in regulatory AUM ($930.2M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · (212) 235-2160 · freedom3.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VERDAD ADVISERS, L.P. crossed $1B in regulatory AUM ($867.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 8 reps · 202-251-6707
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GEOMETRIC WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($971.6M -> $1.33B). IAPD ↗
$1.33B RAUM · 9 reps · (973) 525-4901
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LWM ADVISORY SERVICES, LLC crossed $1B in regulatory AUM ($837.8M -> $1.09B). IAPD ↗
$1.09B RAUM · 8 reps · 954-474-7100 · lwmfl.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALASKA WEALTH ADVISORS crossed $1B in regulatory AUM ($925.4M -> $1.16B). IAPD ↗
$1.16B RAUM · 16 reps · 907-272-7575
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FORTIS CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($775.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 18 reps · 425-453-5010
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
IFG ADVISORS, LLC crossed $1B in regulatory AUM ($818.0M -> $1.03B). IAPD ↗
$1.03B RAUM · 4 reps · 314-569-0500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GR FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($981.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 6 reps · 520-577-4711 · gr-financialgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
L2 ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($819.6M -> $1.27B). IAPD ↗
$1.27B RAUM · 4 reps · 5083507150 · l2asset.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AUSTIN WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($766.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 512-467-2000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WATERFRONT WEALTH INC. crossed $1B in regulatory AUM ($890.0M -> $1.14B). IAPD ↗
$1.14B RAUM · 9 reps · 913-951-5800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OAK HARVEST INVESTMENT SERVICES crossed $1B in regulatory AUM ($940.8M -> $1.14B). IAPD ↗
$1.14B RAUM · 19 reps · 281-822-1350
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LINEWEAVER WEALTH ADVISORS crossed $1B in regulatory AUM ($908.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · 216-520-1711 · ohioretire.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SHARIAPORTFOLIO, INC. crossed $1B in regulatory AUM ($260.9M -> $3.01B). IAPD ↗
$3.01B RAUM · 9 reps · 321-275-5125
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LEAR INVESTMENT MANAGEMENT crossed $1B in regulatory AUM ($805.7M -> $1.24B). IAPD ↗
$1.24B RAUM · 4 reps · (214) 445-5900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PROVIDENCE CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($916.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · (704) 215-4420 · providencecapitaladvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE GLEASON GROUP, INC. crossed $1B in regulatory AUM ($973.9M -> $1.61B). IAPD ↗
$1.61B RAUM · 5 reps · (502) 882-7300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INTEGRATED INVESTMENT CONSULTANTS, LLC crossed $1B in regulatory AUM ($773.2M -> $1.08B). IAPD ↗
$1.08B RAUM · 10 reps · 866-433-3581 · integratedic.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GOLDSTONE FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($917.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · 630-620-9300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WAHED crossed $1B in regulatory AUM ($842.6M -> $1.14B). IAPD ↗
$1.14B RAUM · 1 reps · 1-855-976-4747
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BERKELEY CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($999.1M -> $1.10B). IAPD ↗
$1.10B RAUM · 9 reps · 678-690-8700 · berkeleycp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GIBBS WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($639.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 59 reps · 678-694-8770 · tfswealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MARIETTA WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($974.4M -> $1.39B). IAPD ↗
$1.39B RAUM · 9 reps · 404-549-6930
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DGS CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($535.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 646-992-4370 · dgs.capital
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STERLING INVESTMENT COUNSEL, LLC crossed $1B in regulatory AUM ($819.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 8 reps · (716) 783-7054 · sterinv.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ELEMENT POINTE FAMILY OFFICE crossed $1B in regulatory AUM ($854.5M -> $1.22B). IAPD ↗
$1.22B RAUM · 9 reps · (786) 655-9790 · elementpointe.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GLEN EAGLE ADVISORS, LLC crossed $1B in regulatory AUM ($880.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 17 reps · 609-631-8231
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
GOEHRING & ROZENCWAJG ASSOCIATES, LLC crossed $1B in regulatory AUM ($726.2M -> $1.51B). IAPD ↗
$1.51B RAUM · 2 reps · 646-216-9777
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VESTWELL ADVISORS LLC crossed $1B in regulatory AUM ($427.1M -> $1.03B). IAPD ↗
$1.03B RAUM · 23 reps · 917-979-5358
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CLARK ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($778.3M -> $1.32B). IAPD ↗
$1.32B RAUM · 6 reps · 603-237-1341
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ISTO ADVISORS, LLC crossed $1B in regulatory AUM ($871.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 19 reps · 248-458-1100 · istoadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MG&A WEALTH crossed $1B in regulatory AUM ($801.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 6 reps · 954-289-9000 · meggreen.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FIDUCIARY FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($865.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 415-352-1100 · ffgwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JACKSON HOLE CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($967.5M -> $1.09B). IAPD ↗
$1.09B RAUM · 4 reps · 918-879-4698 · jacksonholepartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WISS PRIVATE CLIENT ADVISORS, LLC crossed $1B in regulatory AUM ($809.7M -> $1.22B). IAPD ↗
$1.22B RAUM · 9 reps · 973-577-2872 · wiss.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ONE CHARLES PRIVATE WEALTH crossed $1B in regulatory AUM ($936.4M -> $1.09B). IAPD ↗
$1.09B RAUM · 5 reps · 617-337-4208 · focusfinancialpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
WEAVER CONSULTING GROUP, LLC crossed $1B in regulatory AUM ($892.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · (714)536-4065
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FINANCIAL PARTNERS GROUP, INC. crossed $1B in regulatory AUM ($973.3M -> $1.15B). IAPD ↗
$1.15B RAUM · 9 reps · 913-826-6982
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
INTEGRITY ADVISORY SOLUTIONS crossed $1B in regulatory AUM ($512.3M -> $1.10B). IAPD ↗
$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KPP ADVISORY SERVICES LLC crossed $1B in regulatory AUM ($874.3M -> $1.24B). IAPD ↗
$1.24B RAUM · 25 reps · 502-394-0400 · kpp-lpl.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HIGH PROBABILITY ADVISORS, LLC crossed $1B in regulatory AUM ($813.4M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · 585-485-0135 · highprobabilityadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
STAGE HARBOR FINANCIAL crossed $1B in regulatory AUM ($972.9M -> $1.10B). IAPD ↗
$1.10B RAUM · 8 reps · (781) 934-3130
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LGL PARTNERS, LLC crossed $1B in regulatory AUM ($847.9M -> $1.71B). IAPD ↗
$1.71B RAUM · 24 reps · 610-545-6100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CALIGAN PARTNERS crossed $1B in regulatory AUM ($419.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 3 reps · 646-859-8204 · caliganpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BRIO FINANCIAL GROUP crossed $1B in regulatory AUM ($842.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 13 reps · 415-623-2450 · briofg.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CREDICORP CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($983.4M -> $1.58B). IAPD ↗
$1.58B RAUM · 15 reps · 305-455-0975 · credicorpcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VESTIA PERSONAL WEALTH ADVISORS crossed $1B in regulatory AUM ($827.3M -> $1.06B). IAPD ↗
$1.06B RAUM · 17 reps · 877-669-1126
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HEIRLOOM WEALTH MANAGEMENT LLC crossed $1B in regulatory AUM ($829.3M -> $1.11B). IAPD ↗
$1.11B RAUM · 17 reps · 720-328-2877 · heirloomwm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SOVEREIGN FINANCIAL GROUP, INC. crossed $1B in regulatory AUM ($882.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 23 reps · (888) 765-8180
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
QP GLOBAL FAMILY OFFICES, LLC crossed $1B in regulatory AUM ($964.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · 646-828-8883
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MCGUIRE WEALTH MANAGEMENT crossed $1B in regulatory AUM ($819.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 401-364-5000 · mcguirewealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LAKE STREET crossed $1B in regulatory AUM ($961.8M -> $1.16B). IAPD ↗
$1.16B RAUM · 6 reps · 312-766 7040 · clarity-fg.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CENTURA WEALTH ADVISORY crossed $1B in regulatory AUM ($769.1M -> $1.20B). IAPD ↗
$1.20B RAUM · 19 reps · 858-771-9500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DECISIONPOINT FINANCIAL, LLC crossed $1B in regulatory AUM ($848.7M -> $1.22B). IAPD ↗
$1.22B RAUM · 14 reps · 480-553-6249 · dp457b.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CALLODINE CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($787.3M -> $2.03B). IAPD ↗
$2.03B RAUM · 5 reps · 617-880-7494 · callodine.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PRINCIPAL ADVISED SERVICES crossed $1B in regulatory AUM ($887.3M -> $1.42B). IAPD ↗
$1.42B RAUM · 230 reps · 866-412-0770
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DURATION ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($467.3M -> $1.58B). IAPD ↗
$1.58B RAUM · 2 reps · (214) 420-0300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TALON LLC crossed $1B in regulatory AUM ($876.9M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JOURNEY WEALTH MANAGEMENT crossed $1B in regulatory AUM ($940.7M -> $1.39B). IAPD ↗
$1.39B RAUM · 17 reps · 216-468-1333 · fsmwealthadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MATTERN CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($998.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 720-710-2934
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
KINTRA WEALTH, LLC crossed $1B in regulatory AUM ($460.9M -> $1.50B). IAPD ↗
$1.50B RAUM · 28 reps · 570-601-6960 · evergreenwealthsolutions.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HOHIMER WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($993.7M -> $1.26B). IAPD ↗
$1.26B RAUM · 10 reps · 206-709-5955
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BASS AND BELL, INC. crossed $1B in regulatory AUM ($874.6M -> $1.02B). IAPD ↗
$1.02B RAUM · 6 reps · 501-664-4170 · bassandbell.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CW INVESTMENT ADVISERS, LLC crossed $1B in regulatory AUM ($884.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 28 reps · 626-788-2305
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SEEDS crossed $1B in regulatory AUM ($485.6M -> $1.00B). IAPD ↗
$1.00B RAUM · 5 reps · (212) 287-7370
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SITTNER & NELSON, LLC crossed $1B in regulatory AUM ($900.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 541-636-4001 · sittnerandnelson.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THE KELLY GROUP crossed $1B in regulatory AUM ($953.2M -> $1.13B). IAPD ↗
$1.13B RAUM · 13 reps · 410-893-0560
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CHILDRESS CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($826.2M -> $1.21B). IAPD ↗
$1.21B RAUM · 3 reps · 832-404-2104
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
HERITAGE CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($672.5M -> $1.26B). IAPD ↗
$1.26B RAUM · 1 reps · 303-670-9761 · info@heritagecapitalresearch.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PIVOTAL ADVISORS LLC crossed $1B in regulatory AUM ($412.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 1 reps · 646-535-1097 · pivotal-advisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CORVUS WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($870.6M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 805-434-2608 · corvuswealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SNOWWATER INVESTMENT PARTNERS, LLC crossed $1B in regulatory AUM ($795.0M -> $1.30B). IAPD ↗
$1.30B RAUM · 2 reps · (203) 997-6670 · snowwaterinvestments.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ASPIRE GROWTH PARTNERS LLC crossed $1B in regulatory AUM ($992.5M -> $1.19B). IAPD ↗
$1.19B RAUM · 3 reps · (330) 239-1776
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
RHO TREASURY crossed $1B in regulatory AUM ($704.2M -> $1.89B). IAPD ↗
$1.89B RAUM · 1 reps · (855) 743-8746 · rho.co
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THEPARTNERS WEALTH MANAGEMENT crossed $1B in regulatory AUM ($454.5M -> $1.18B). IAPD ↗
$1.18B RAUM · 31 reps · 800-324-3010 · wilkinswealthmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
POINTOAK RETIREMENT ADVISORS crossed $1B in regulatory AUM ($818.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 3 reps · 703-595-4444
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
DOUBLE EAGLE FAMILY OFFICES, LLC crossed $1B in regulatory AUM ($530.9M -> $1.40B). IAPD ↗
$1.40B RAUM · 6 reps · 817-928-3260
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VANTAGE FINANCIAL PARTNERS, LLC crossed $1B in regulatory AUM ($810.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VERTEX PARTNERS crossed $1B in regulatory AUM ($827.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 13 reps · 630-836-3300
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FORTITUDE FAMILY OFFICE crossed $1B in regulatory AUM ($893.7M -> $1.00B). IAPD ↗
$1.00B RAUM · 13 reps · (602) 834-0089
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ADVYZON INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($502.4M -> $1.68B). IAPD ↗
$1.68B RAUM · 3 reps · 844-340-1898
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
49 FINANCIAL crossed $1B in regulatory AUM ($871.4M -> $1.40B). IAPD ↗
$1.40B RAUM · 128 reps · 214-563-1190
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BREAKWATER CAPITAL GROUP crossed $1B in regulatory AUM ($843.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 4 reps · (551) 342-3733 · breakwatercapitalgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
APOLLON FINANCIAL, LLC crossed $1B in regulatory AUM ($890.4M -> $1.45B). IAPD ↗
$1.45B RAUM · 18 reps · 843-579-0018 · apollonfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SOLLINDA CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($909.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 15 reps · 8446621211
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BUCK WEALTH STRATEGIES, LLC crossed $1B in regulatory AUM ($565.4M -> $1.64B). IAPD ↗
$1.64B RAUM · 39 reps · 888-210-6567
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SHERMAN PORTFOLIOS crossed $1B in regulatory AUM ($581.6M -> $1.56B). IAPD ↗
$1.56B RAUM · 3 reps · 800-634-2008 · shermanportfolios.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SMITH BROTHERS FINANCIAL, LLC crossed $1B in regulatory AUM ($999.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 6 reps · (800) 426-6946 · smithbrothersfs.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
JOCELYN INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($919.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 2 reps · 415-256-1795 · jocelyninvestment.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
UPTICK PARTNERS, LLC crossed $1B in regulatory AUM ($688.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 25 reps · (936) 800-0800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
SECOND LINE CAPITAL, LLC crossed $1B in regulatory AUM ($723.0M -> $1.32B). IAPD ↗
$1.32B RAUM · 24 reps · 504-321-0923
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BLUESTEM WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($968.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 18 reps · 612-464-0372
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VICTORY FINANCIAL crossed $1B in regulatory AUM ($687.6M -> $1.34B). IAPD ↗
$1.34B RAUM · 47 reps · (512) 763-7671 · steadfastwealthplanning.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
COREVISION FINANCIAL GROUP crossed $1B in regulatory AUM ($352.3M -> $1.15B). IAPD ↗
$1.15B RAUM · 6 reps · 317-398-8200 · corevisionfg.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BRIDGEPORT FINANCIAL SOLUTIONS crossed $1B in regulatory AUM ($484.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 877-411-2737 · bridgeport.financial
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FARTHER ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($290.6M -> $2.91B). IAPD ↗
$2.91B RAUM · 5 reps · 628-246-8004
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FIDUCIARY BENEFITS GROUP crossed $1B in regulatory AUM ($843.4M -> $1.07B). IAPD ↗
$1.07B RAUM · 3 reps · 844-967-8491 · fiduciarybenefitsgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
THREE SEASONS WEALTH crossed $1B in regulatory AUM ($361.7M -> $1.23B). IAPD ↗
$1.23B RAUM · 7 reps · 801-662-0585 · threeseasonswealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
FORM WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($932.3M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · 262-686-3005
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
TRIAD WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($425.0M -> $1.53B). IAPD ↗
$1.53B RAUM · 33 reps · 785-830-0000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
AC WEALTH PARTNERS crossed $1B in regulatory AUM ($466.4M -> $1.07B). IAPD ↗
$1.07B RAUM · 3 reps · 1-800-461-3205 · acwealthpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LEGACY EDGE ADVISORS crossed $1B in regulatory AUM ($896.2M -> $1.23B). IAPD ↗
$1.23B RAUM · 16 reps · 516-447-4200
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
CRUSONIA WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($161.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 14 reps · 303-810-6366 · advisorfind.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
ALLEGIANT WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($956.5M -> $1.17B). IAPD ↗
$1.17B RAUM · 2 reps · (918) 623-4500 · allegiantwealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BEARING POINT CAPITAL crossed $1B in regulatory AUM ($907.5M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · 952-800-6301 · bearingpointcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BURLING WEALTH PARTNERS crossed $1B in regulatory AUM ($768.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 7 reps · 1-312-825-0262 · burlingwp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PITCAIRN crossed $1B in regulatory AUM ($775.8M -> $5.87B). IAPD ↗
$5.87B RAUM · 37 reps · 215-881-6144
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
BASECAMP WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($882.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 4 reps · 425-553-0031 · basecampwealthadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
LATHROP INVESTMENT MANAGEMENT COMPANY crossed $1B in regulatory AUM ($937.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 3 reps · 501-227-4930 · limc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
VERITA STRATEGIC WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($854.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 4155204345 · veritawealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
MARBLE WEALTH, LLC crossed $1B in regulatory AUM ($894.6M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · (334) 679-4800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
PIVOT CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($139.0M -> $1.40B). IAPD ↗
$1.40B RAUM · 1 reps · 888-585-9981 · pivotcapitalllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
OPENARC CORPORATE ADVISORY, LLC crossed $1B in regulatory AUM ($443.7M -> $10.09B). IAPD ↗
$10.09B RAUM · 80 reps · 844-648-6001
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
M FINANCIAL INVESTMENT ADVISERS INC crossed $1B in regulatory AUM ($937.9M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 0 reps · 503-232-6960 · mfin.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
CIFC INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($915.0M -> $1.04B). IAPD ↗institutional
$1.04B RAUM · 89 reps · 786-652-3250
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
VIKING FUND MANAGEMENT LLC crossed $1B in regulatory AUM ($950.5M -> $1.15B). IAPD ↗institutional
$1.15B RAUM · 4 reps · 701-852-5292
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
CAPITAL IMPACT ADVISORS crossed $1B in regulatory AUM ($201.2M -> $1.49B). IAPD ↗institutional
$1.49B RAUM · 4 reps · 617-279-0045 · ershares.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
MAIN MANAGEMENT FUND ADVISORS, LLC crossed $1B in regulatory AUM ($582.1M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 25 reps · 415-217-5800 · mainmgtetfs.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
MAGNETAR ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($209.0M -> $1.92B). IAPD ↗institutional
$1.92B RAUM · 26 reps · 847-905-4400 · magnetar.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
INVICTUS FIDUCIARY SERVICES, LLC crossed $1B in regulatory AUM ($958.9M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 2 reps · (901) 260-1444 · invictusfiduciary.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
3(38) INVESTMENT FIDUCIARIES crossed $1B in regulatory AUM ($842.6M -> $1.04B). IAPD ↗institutional
$1.04B RAUM · 3 reps · (818) 296-9529 · 338investmentfiduciaries.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
1WS CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($561.0M -> $1.14B). IAPD ↗institutional
$1.14B RAUM · 0 reps · 212-957-2500 · 1wscapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
TRUEMARK INVESTMENTS crossed $1B in regulatory AUM ($761.8M -> $1.42B). IAPD ↗institutional
$1.42B RAUM · 3 reps · 877-774-8783 · true-shares.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
ICAPITAL REGISTERED FUND ADVISER LLC crossed $1B in regulatory AUM ($917.9M -> $1.22B). IAPD ↗institutional
$1.22B RAUM · 21 reps · 212-994-7400 · icapitalnetwork.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
AC FUNDS, LLC crossed $1B in regulatory AUM ($578.6M -> $1.03B). IAPD ↗institutional
$1.03B RAUM · 1 reps · 201-426-0081 · advisorscapfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
OPHIR ASSET MANAGEMENT US LLC crossed $1B in regulatory AUM ($964.9M -> $1.27B). IAPD ↗institutional
$1.27B RAUM · 5 reps · +1(720) 615-1165
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
PCIM REALTY ADVISORS, LLC crossed $1B in regulatory AUM ($693.4M -> $1.22B). IAPD ↗institutional
$1.22B RAUM · 16 reps · 972-866-7577
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
POLYMER CAPITAL MANAGEMENT (US), LLC crossed $1B in regulatory AUM ($802.5M -> $1.41B). IAPD ↗institutional
$1.41B RAUM · 20 reps · 646-660-0364
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
QUANTIX COMMODITIES LP crossed $1B in regulatory AUM ($791.8M -> $1.95B). IAPD ↗institutional
$1.95B RAUM · 11 reps · 203-864-3388
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
ELECTRA CAPITAL crossed $1B in regulatory AUM ($315.4M -> $1.45B). IAPD ↗institutional
$1.45B RAUM · 9 reps · (610) 977-2000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
THEMES MANAGEMENT COMPANY LLC crossed $1B in regulatory AUM ($844.5M -> $1.23B). IAPD ↗institutional
$1.23B RAUM · 4 reps · 6462061788 · themesetfs.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
KENNEDY LEWIS CAPITAL HOLDINGS LLC crossed $1B in regulatory AUM ($869.6M -> $1.16B). IAPD ↗institutional
$1.16B RAUM · 42 reps · 212-782-3480 · klimllc.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
CRESCENT CAP NT ADVISORS, LLC crossed $1B in regulatory AUM ($348.0M -> $1.11B). IAPD ↗institutional
$1.11B RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
LUMINT CORPORATION crossed $1B in regulatory AUM ($749.1M -> $3.67B). IAPD ↗institutional
$3.67B RAUM · 4 reps · 857-222-8131 · lumint.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
BOW RIVER ADVISERS, LLC crossed $1B in regulatory AUM ($705.7M -> $1.16B). IAPD ↗institutional
$1.16B RAUM · 5 reps · (303) 861-8466 · bowriverevergreen.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
CANOPY CAPITAL GROUP crossed $1B in regulatory AUM ($482.9M -> $1.32B). IAPD ↗institutional
$1.32B RAUM · 5 reps · 781-222-3972 · canopycapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
BCPC ADVISORS, LP crossed $1B in regulatory AUM ($747.7M -> $1.74B). IAPD ↗institutional
$1.74B RAUM · 272 reps · 617-516-2318
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
ICAPITAL FUND ADVISORS LLC crossed $1B in regulatory AUM ($99.1M -> $1.13B). IAPD ↗institutional
$1.13B RAUM · 27 reps · 212-994-7402 · icapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
TREMBLANT ADVISORS LP crossed $1B in regulatory AUM ($146.6M -> $3.27B). IAPD ↗institutional
$3.27B RAUM · 10 reps · 212-303-7373 · tremblantetf.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
FPLF MANAGEMENT LLC crossed $1B in regulatory AUM ($761.9M -> $1.49B). IAPD ↗institutional
$1.49B RAUM · 73 reps · 212-798-6100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
AGILE INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($746.4M -> $1.17B). IAPD ↗institutional
$1.17B RAUM · 6 reps · 917-969-8982 · agileim.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
FUNDSTRAT CAPITAL crossed $1B in regulatory AUM ($901.0M -> $4.60B). IAPD ↗institutional
$4.60B RAUM · 2 reps · 212-293-7132 · fundstratcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
TEMA ETFS LLC crossed $1B in regulatory AUM ($308.0M -> $1.46B). IAPD ↗institutional
$1.46B RAUM · 8 reps · 443-222-1771 · temaetfs.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
FIRST TRYON ADVISORS crossed $1B in regulatory AUM ($123.2M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 7 reps · 704-926-2453 · firsttryon.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
AUDAX PDB MANAGEMENT COMPANY, LLC crossed $1B in regulatory AUM ($912.2M -> $1.17B). IAPD ↗institutional
$1.17B RAUM · 80 reps · 212-703-2700
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
COUNTERPOINTE INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($684.0M -> $1.07B). IAPD ↗institutional
$1.07B RAUM · 22 reps · 855-431-4400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
BLACK LAKE INVESTMENTS LLC crossed $1B in regulatory AUM ($800.8M -> $1.19B). IAPD ↗institutional
$1.19B RAUM · 3 reps · 215.913.2782 · blacklakeinvestments.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($783.0M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 6 reps · 203-516-2265
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BIGLARI CAPITAL CORP. crossed $1B in regulatory AUM ($935.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 1 reps · 210-344-3400
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. crossed $1B in regulatory AUM ($861.7M -> $1.30B). IAPD ↗fund
$1.30B RAUM · 2 reps · 918-747-3412 · prescottcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
IBEX INVESTORS LLC crossed $1B in regulatory AUM ($926.8M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 10 reps · 303-500-8821
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
APIS CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($700.1M -> $1.42B). IAPD ↗fund
$1.42B RAUM · 6 reps · (203) 409-6307
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NEWBROOK CAPITAL ADVISORS LP crossed $1B in regulatory AUM ($944.8M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 4 reps · 212.916.8965
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PROSIGHT CAPITAL crossed $1B in regulatory AUM ($620.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · (214) 468-0008 · prosightcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WYNKOOP LLC crossed $1B in regulatory AUM ($445.0M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 7 reps · 303-459-7208 · wynkoopfinancial.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GCP CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($754.9M -> $1.54B). IAPD ↗fund
$1.54B RAUM · 6 reps · 212-894-0600 · gcpcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ACK ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($949.1M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 6 reps · 914-358-3299
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VSS FUND MANAGEMENT LLC crossed $1B in regulatory AUM ($977.7M -> $1.17B). IAPD ↗fund
$1.17B RAUM · 28 reps · 212-935-4990 · vss.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CALTIUS CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($985.2M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 17 reps · (310) 996-9585
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GREENLIGHT MASTERS, LLC crossed $1B in regulatory AUM ($967.2M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 2 reps · 212-973-1900 · greenlightcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VANTAGE INFRASTRUCTURE (USA) INC. crossed $1B in regulatory AUM ($385.5M -> $1.47B). IAPD ↗fund
$1.47B RAUM · 5 reps · 212-681-2910
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DECCAN VALUE INVESTORS L.P. crossed $1B in regulatory AUM ($913.9M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 2 reps · 475-232-5227 · deccanvalue.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SOLOMON HESS CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($939.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 4 reps · 703-356-3333
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LATERAL INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($847.7M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 13 reps · 650-396-2200 · lateralim.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RIZVI TRAVERSE MANAGEMENT, LLC crossed $1B in regulatory AUM ($522.4M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 6 reps · 248-594-4751 · rizvitraverse.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PRESIDIO INVESTORS LLC crossed $1B in regulatory AUM ($984.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 8 reps · 512-772-1725 · presidioinvestors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MARITIME CAPITAL crossed $1B in regulatory AUM ($961.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 5 reps · 646-513-4784 · maritimelp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CENTERFIELD CAPITAL PARTNERS crossed $1B in regulatory AUM ($125.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 0 reps · 317-237-2323 · centerfieldcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GLOBAL EVOLUTION USA, LLC crossed $1B in regulatory AUM ($783.5M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 24 reps · 1 (646) 844-3883 · globalevolution.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TWIN OAKS PARTNERS crossed $1B in regulatory AUM ($792.7M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 2 reps · 973-635-3854
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BHMS INVESTMENTS, LP crossed $1B in regulatory AUM ($942.8M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 9 reps · 203-653-3558
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
STELAC CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($680.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 2 reps · 212-920-3890 · stelac.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
COLCHIS CAPITAL MANAGEMENT, L.P. crossed $1B in regulatory AUM ($919.8M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 11 reps · 415-400-8600 · colchiscapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VIRTUS REAL ESTATE LLC crossed $1B in regulatory AUM ($722.6M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 20 reps · 512-891-1230 · virtusre.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DISRUPTIVE TECHNOLOGY ADVISERS LLC crossed $1B in regulatory AUM ($890.7M -> $3.20B). IAPD ↗fund
$3.20B RAUM · 3 reps · (214) 668-1536 · disruptive.tech
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MAY RIVER CAPITAL crossed $1B in regulatory AUM ($981.9M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 16 reps · 312-750-1781 · mayrivercapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ALMITAS CAPITAL LLC crossed $1B in regulatory AUM ($985.7M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 8 reps · 310-573-4343 · almitascap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ROUND HILL MUSIC LP crossed $1B in regulatory AUM ($934.6M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 10 reps · 615-695-7705 · ridentroyalties.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PARK PRESIDIO CAPITAL LLC crossed $1B in regulatory AUM ($781.0M -> $1.65B). IAPD ↗fund
$1.65B RAUM · 6 reps · 415-490-2520 · parkpresidio.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
INSIGNIA CAPITAL GROUP, L.P. crossed $1B in regulatory AUM ($710.3M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 13 reps · (925) 399-8900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
THAYER STREET PARTNERS MANAGEMENT, LLC crossed $1B in regulatory AUM ($913.6M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 4 reps · 212-256-8740 · thayerstreet.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
RIDGELEIGH CAPITAL crossed $1B in regulatory AUM ($968.5M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 1 reps · 908-373-2520
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LIBERTY HALL CAPITAL PARTNERS, L.P. crossed $1B in regulatory AUM ($984.4M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 8 reps · (646) 779-0442
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PARLIAMENT CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($994.4M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 7 reps · (787) 200-9004 · parliamentcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GREENLAKE ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($980.4M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 9 reps · 626-529-1080
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BERYL CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($995.9M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 2 reps · (917) 446-1561 · berylcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
QUONA CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($985.3M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 14 reps · (202) 706-5886
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ORANGEWOOD PARTNERS MANAGEMENT LLC crossed $1B in regulatory AUM ($970.6M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 11 reps · 212-324-5630
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NUMERAI crossed $1B in regulatory AUM ($839.0M -> $1.90B). IAPD ↗fund
$1.90B RAUM · 9 reps · 415-737-0873
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FORT BAKER CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($820.9M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 6 reps · 415-306-5508 · fortbakercapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ATW PARTNERS LLC crossed $1B in regulatory AUM ($581.1M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 8 reps · 646-975-5548
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NEW HARBOR CAPITAL crossed $1B in regulatory AUM ($998.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 15 reps · 312-876-8605
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
URSA FUND MANAGEMENT LLC crossed $1B in regulatory AUM ($633.6M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 2 reps · 415-529-6040
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WISHBONE MANAGEMENT, LP crossed $1B in regulatory AUM ($911.9M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 5 reps · 312-265-5560
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
AMIP MANAGEMENT crossed $1B in regulatory AUM ($594.8M -> $1.46B). IAPD ↗fund
$1.46B RAUM · 5 reps · 562-735-6555
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FORGE GLOBAL ADVISORS LLC crossed $1B in regulatory AUM ($988.4M -> $2.46B). IAPD ↗fund
$2.46B RAUM · 5 reps · (415) 881-1612
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LESTE CAPITAL PARTNERS (FLORIDA), LLC crossed $1B in regulatory AUM ($751.1M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 15 reps · 305-929-9200 · leste.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SOMA CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($907.1M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 6 reps · (650) 714-6220
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BOYNE CAPITAL crossed $1B in regulatory AUM ($677.9M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 32 reps · 305-856-9500
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BAY POINT ADVISORS, LLC crossed $1B in regulatory AUM ($882.1M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 29 reps · (404) 963-6031
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MADISON RIVER CAPITAL LLC crossed $1B in regulatory AUM ($888.6M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 8 reps · 212-805-8111 · mrivercapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TIMBER BAY PARTNERS, LLC crossed $1B in regulatory AUM ($771.7M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 9 reps · 513-898-0500 · timberbaypartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SPACE CAPITAL crossed $1B in regulatory AUM ($435.8M -> $1.17B). IAPD ↗fund
$1.17B RAUM · 4 reps · (917) 275-7105
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EFFICIENT CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($913.9M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 13 reps · 630-657-6800 · efficient.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CRESCENT COVE ADVISORS, LP crossed $1B in regulatory AUM ($629.6M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 3 reps · 415-800-2289
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
QVR ADVISORS crossed $1B in regulatory AUM ($391.4M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 5 reps · 510-684-8343 · qvradvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DIAMETRIC CAPITAL, LP crossed $1B in regulatory AUM ($556.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 10 reps · 617-443-2020 · diametriccapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WHITEFORT CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($772.6M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 6 reps · 212-259-4370 · whitefortcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ANZU PARTNERS, LLC crossed $1B in regulatory AUM ($975.9M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 9 reps · 202 742 5870
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC crossed $1B in regulatory AUM ($985.0M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 1 reps · 650-303-6964 · oliveam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FCO ADVISORS LP crossed $1B in regulatory AUM ($900.8M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 6 reps · 646-467-8050 · foundationcredit.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ROTUNDA CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($812.7M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 18 reps · 240-482-0612 · rotundacapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CHANNING GLOBAL ADVISORS, LLC crossed $1B in regulatory AUM ($844.2M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($628.9M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 9 reps · 786-548-1886 · arringtoncapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PRELUDE GROWTH PARTNERS crossed $1B in regulatory AUM ($589.8M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 10 reps · 917-409-0120 · preludegrowth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($812.2M -> $1.51B). IAPD ↗fund
$1.51B RAUM · 20 reps · (212)-393-4790 · regalhcp.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BLUE SAGE CAPITAL crossed $1B in regulatory AUM ($991.2M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 15 reps · 512-536-1900 · bluesage.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FORUM CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($989.9M -> $1.33B). IAPD ↗fund
$1.33B RAUM · 29 reps · 303-501-8860 · forumcapadvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DTCP USA LLC crossed $1B in regulatory AUM ($649.5M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 4 reps · 415-910-1354
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SNAPDRAGON CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($940.7M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 3 reps · 646-321-0134 · snapdragoncap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TOPLINE CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($629.8M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 1 reps · 310-804-0737 · toplinecapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
OT RESEARCH crossed $1B in regulatory AUM ($700.0M -> $1.55B). IAPD ↗fund
$1.55B RAUM · 9 reps · 617-308-5935
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ADAR1 CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($819.9M -> $1.68B). IAPD ↗fund
$1.68B RAUM · 7 reps · 512-254-3790
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LYRIC CAPITAL MANAGEMENT GROUP, L.P. crossed $1B in regulatory AUM ($682.7M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 8 reps · 646-416-7103
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NELLORE CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($874.9M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 1 reps · 501-551-0128
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BRIGHAM MANAGEMENT, LLC crossed $1B in regulatory AUM ($972.3M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 21 reps · 512-871-1001 · brighamexploration.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EQUALITY ASSET MANAGEMENT crossed $1B in regulatory AUM ($519.4M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 9 reps · 617-420-1770 · equalityassetmanagement.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
STANDARD FAMILY OFFICE, LLC crossed $1B in regulatory AUM ($977.2M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 1 reps · 605-496-7760
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LARSON CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($987.5M -> $1.43B). IAPD ↗fund
$1.43B RAUM · 1 reps · 314-787-7436
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
UPPER90 crossed $1B in regulatory AUM ($919.9M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 11 reps · (646) 979-0719
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WEATHERFORD CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($927.7M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 12 reps · (813) 443-0499 · weatherfordcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
1543 CAPITAL LP crossed $1B in regulatory AUM ($842.6M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 3 reps · 203-900-3650
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TRISPAN (USA) LLC crossed $1B in regulatory AUM ($982.5M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 10 reps · 1 646 586 2194
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BRIDGE33 INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($970.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 18 reps · 206-538-0083 · bridge33capital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BWCP, LP crossed $1B in regulatory AUM ($801.6M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 7 reps · 214-238-5792 · bwcpfund.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
OCTAGON CAPITAL ADVISORS LP crossed $1B in regulatory AUM ($919.8M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 7 reps · 212-369-2829 · octagoninvestments.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MARCYPEN CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($884.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 13 reps · 424-421-6040 · marcypen.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SEASIDE EQUITY PARTNERS crossed $1B in regulatory AUM ($605.7M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 17 reps · (858) 947-1350
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TRI LOCUM PARTNERS LP crossed $1B in regulatory AUM ($752.9M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 6 reps · 332-232-7373
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VOLOFIN CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($889.9M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 4 reps · (646) 866-6997 · volofin.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SEVEN GRAND MANAGERS LLC crossed $1B in regulatory AUM ($399.3M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 9 reps · 914-498-1776 · sevengrand.io
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
OCCUDO QUANTITATIVE STRATEGIES LP crossed $1B in regulatory AUM ($712.1M -> $2.22B). IAPD ↗fund
$2.22B RAUM · 5 reps · 917-853-3286 · occudo.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SUMMIT PEAK INVESTMENTS, LLC crossed $1B in regulatory AUM ($807.5M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 5 reps · 817-350-4312 · summitpeak.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GREENPOINT PARTNERS crossed $1B in regulatory AUM ($982.1M -> $1.35B). IAPD ↗fund
$1.35B RAUM · 9 reps · 646-982-3707 · greenpointpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
STERLING INVESTORS LP crossed $1B in regulatory AUM ($437.4M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 7 reps · 212-430-1812 · sterling-investors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ALTERNATIVE CAPITAL FUND MANAGEMENT LLC crossed $1B in regulatory AUM ($830.5M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 7 reps · 212-204-3516 · altcapinvestments.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PSC MANAGER LLC crossed $1B in regulatory AUM ($946.3M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 14 reps · 267-291-7400 · peaceablestreet.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BERKADIA CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($624.2M -> $2.66B). IAPD ↗fund
$2.66B RAUM · 2 reps · 215-328-3978
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
AFFINITY ASSET ADVISORS, LLC crossed $1B in regulatory AUM ($807.9M -> $1.69B). IAPD ↗fund
$1.69B RAUM · 7 reps · 646-481-3856 · affinityadv.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PINNBROOK CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($812.8M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 9 reps · 646-970-7410 · pinnbrook.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FIFTH DOWN CAP LLC crossed $1B in regulatory AUM ($686.4M -> $1.69B). IAPD ↗fund
$1.69B RAUM · 7 reps · 617-678-0260 · fifthdown.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PRMIM crossed $1B in regulatory AUM ($955.0M -> $1.54B). IAPD ↗fund
$1.54B RAUM · 8 reps · 215-360-3800 · prmortgageinvestment.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
METEORA CAPITAL, LLC crossed $1B in regulatory AUM ($969.4M -> $1.54B). IAPD ↗fund
$1.54B RAUM · 7 reps · 212-207-0090 · meteoracapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LS BDC ADVISER, LLC crossed $1B in regulatory AUM ($967.6M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 28 reps · 786-598-2089
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
METAURUS ADVISORS LLC crossed $1B in regulatory AUM ($953.7M -> $1.58B). IAPD ↗fund
$1.58B RAUM · 5 reps · 201-683-7979
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FLATIRON RR LLC, MANAGER SERIES crossed $1B in regulatory AUM ($798.6M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 19 reps · 212-576-7000
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GOANNA CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($596.7M -> $2.22B). IAPD ↗fund
$2.22B RAUM · 7 reps · 551-800-2775 · goannacapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TACORA CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($960.1M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 10 reps · 310-741-1070 · tacoracap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
NEXA EQUITY LLC crossed $1B in regulatory AUM ($773.2M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 10 reps · 415-295-4636
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
COMPOUND GLOBAL ADVISORS, LLC crossed $1B in regulatory AUM ($813.0M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 1 reps · (206) 432-2899 · compoundglobaladvisors.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
EIR PARTNERS CAPITAL, LP crossed $1B in regulatory AUM ($594.8M -> $2.72B). IAPD ↗fund
$2.72B RAUM · 11 reps · (305) 290-3001 · eirpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GRAFTON STREET PARTNERS crossed $1B in regulatory AUM ($856.6M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 5 reps · 631-553-9278 · graftonstreetpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
VALUE ALIGNED RESEARCH ADVISORS, LLC crossed $1B in regulatory AUM ($542.2M -> $9.14B). IAPD ↗fund
$9.14B RAUM · 6 reps · (908) 560-9207
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
BREAKOUT CAPITAL PARTNERS crossed $1B in regulatory AUM ($610.8M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 10 reps · 212-497-5100 · breakout-capital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GUARDIAN CAPITAL PARTNERS crossed $1B in regulatory AUM ($528.6M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 12 reps · 610-263-0100
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SAGARD HOLDINGS MANAGER (US) LLC crossed $1B in regulatory AUM ($540.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 16 reps · 1-212-380-5605 · sagard.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FIRST PRINCIPLES GROUP crossed $1B in regulatory AUM ($630.8M -> $1.64B). IAPD ↗fund
$1.64B RAUM · 2 reps · 847-668-7950 · firstprinciples.group
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ALIGN VENTURES crossed $1B in regulatory AUM ($505.9M -> $2.46B). IAPD ↗fund
$2.46B RAUM · 17 reps · 415-300-0759
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
POLUS CAPITAL MANAGEMENT (US) INC. crossed $1B in regulatory AUM ($508.4M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 7 reps · 646-653-2389 · poluscapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
AMERGIN ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($946.0M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 5 reps · 561-760-1957
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
THE QUARRY LP crossed $1B in regulatory AUM ($702.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 2 reps · 212-205-2600
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
REDEFINE VENTURES LLC crossed $1B in regulatory AUM ($469.4M -> $1.28B). IAPD ↗fund
$1.28B RAUM · 1 reps · 310-877-9808 · redefineventures.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ABRY PARTNERS III, LLC crossed $1B in regulatory AUM ($524.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 59 reps · (617) 859-2959 · abry.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CONNELLY CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($700.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 2 reps · 787-231-8042 · connellycap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MCP MANAGEMENT, LP crossed $1B in regulatory AUM ($504.6M -> $2.70B). IAPD ↗fund
$2.70B RAUM · 6 reps · 985-264-3491 · melangecap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
POWER SUSTAINABLE MANAGER US, INC. crossed $1B in regulatory AUM ($715.0M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 1-514-286-8989 · powersustainable.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SNOWHAWK LP crossed $1B in regulatory AUM ($699.3M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 8 reps · 888-335-3137 · snowhawkpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SYMBIOTIC CAPITAL crossed $1B in regulatory AUM ($839.4M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 6 reps · 424-313-1550 · symbioticcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
50T FUNDS crossed $1B in regulatory AUM ($103.2M -> $1.67B). IAPD ↗fund
$1.67B RAUM · 11 reps · (917)648-5689 · 50tfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
YOSEMITE MANAGEMENT, LLC crossed $1B in regulatory AUM ($866.4M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 9 reps · 415-370-5830 · yosemite.co
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CITATION crossed $1B in regulatory AUM ($595.9M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 12 reps · 469-607-0253 · citation.capital
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ROC360 ADVISORS LLC crossed $1B in regulatory AUM ($907.0M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 41 reps · 332-2139476
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SPRINGCOAST CAPITAL PARTNERS, L.P. crossed $1B in regulatory AUM ($861.6M -> $1.49B). IAPD ↗fund
$1.49B RAUM · 10 reps · 212-857-6955 · springcoast.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
OTRO CAPITAL crossed $1B in regulatory AUM ($839.4M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 8 reps · 1-212-235-7056
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CANAL ROAD CAPITAL, LLC crossed $1B in regulatory AUM ($331.0M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
ELDRIDGE ACRE PARTNERS, LP crossed $1B in regulatory AUM ($893.4M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 12 reps · 213-814-6533 · eldridgeacre.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
WILLOW TREE CAPITAL CORP ADVISORS LLC crossed $1B in regulatory AUM ($744.4M -> $1.17B). IAPD ↗fund
$1.17B RAUM · 13 reps · 212-218-1090
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
KIAN CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($985.9M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 16 reps · 704-943-2500 · kiancapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MAKARORA crossed $1B in regulatory AUM ($353.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 12 reps · 646-647-4133
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LYKOS GLOBAL MANAGEMENT, LP crossed $1B in regulatory AUM ($810.0M -> $1.38B). IAPD ↗fund
$1.38B RAUM · 6 reps · (203) 902-4008 · lykosglobal.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DUNDEE MAESTRO MANAGEMENT, LP crossed $1B in regulatory AUM ($958.9M -> $1.57B). IAPD ↗fund
$1.57B RAUM · 6 reps · 914-815-0896
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CCS PARTNERS LLC crossed $1B in regulatory AUM ($409.2M -> $1.64B). IAPD ↗fund
$1.64B RAUM · 7 reps · 212 224-9400 · ccs-partners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
LONGUEVUE MANAGEMENT COMPANY LLC crossed $1B in regulatory AUM ($802.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 18 reps · 504-293-3600 · lvcpartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MOUNTAIN POINT CREDIT MANAGEMENT LLC crossed $1B in regulatory AUM ($15.2M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 5 reps · 203-900-5855 · mountainpointcredit.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TALLVINE PARTNERS MANAGEMENT LP crossed $1B in regulatory AUM ($469.6M -> $1.42B). IAPD ↗fund
$1.42B RAUM · 12 reps · 786-475-3890 · tallvinepartners.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
UNIFI ASSET MANAGEMENT LP crossed $1B in regulatory AUM ($120.0M -> $4.30B). IAPD ↗fund
$4.30B RAUM · 6 reps · 212-351-5601 · unifiam.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PERMIRA CREDIT LLC crossed $1B in regulatory AUM ($424.6M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 22 reps · 650-681-4701
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SLG CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($100.3M -> $1.31B). IAPD ↗fund
$1.31B RAUM · 15 reps · 212-594-2700
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
STONE POINT CREDIT INCOME ADVISER LLC crossed $1B in regulatory AUM ($1.1M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 64 reps · 203-862-2900 · stonepoint.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
FIVESPAN PARTNERS, LP crossed $1B in regulatory AUM ($628.7M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 5 reps · (415) 318-7900
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TALOS EURISKO ASSET MANAGEMENT LP crossed $1B in regulatory AUM ($938.2M -> $1.76B). IAPD ↗fund
$1.76B RAUM · 5 reps · (646) 849-6758 · talosfunds.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
CORINTHIA GLOBAL MANAGEMENT crossed $1B in regulatory AUM ($261.4M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 19 reps · +1 (980) 418-2215 · corinthiagm.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SITUATIONAL AWARENESS LP crossed $1B in regulatory AUM ($383.0M -> $9.28B). IAPD ↗fund
$9.28B RAUM · 4 reps · 415-916-1521
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
TCW PT MANAGEMENT COMPANY LLC crossed $1B in regulatory AUM ($770.9M -> $2.70B). IAPD ↗fund
$2.70B RAUM · 38 reps · 213-244-0000 · tcw.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
INFINITUM ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($574.9M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 3 reps · 561-302-1101
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
PAINSWICK CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($511.1M -> $1.59B). IAPD ↗fund
$1.59B RAUM · 5 reps · 212-644-5900 · painswickcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SENIORS HOUSING FUND MANAGER LLC crossed $1B in regulatory AUM ($799.8M -> $3.79B). IAPD ↗fund
$3.79B RAUM · 18 reps · 419-247-2800
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SABA LT, LP crossed $1B in regulatory AUM ($178.4M -> $2.83B). IAPD ↗fund
$2.83B RAUM · 6 reps · 646-569-3030
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
GARNET CREDIT MANAGEMENT LLC crossed $1B in regulatory AUM ($552.4M -> $2.30B). IAPD ↗fund
$2.30B RAUM · 10 reps · 212-970-6601 · garnetcredit.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SEABURY CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($120.0M -> $3.02B). IAPD ↗fund
$3.02B RAUM · 6 reps · 347-583-7807 · seaburycapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
1789 CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($861.2M -> $2.73B). IAPD ↗fund
$2.73B RAUM · 13 reps · 561-223-9937 · 1789capital.io
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
MILITIA CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($370.2M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
SUPERSTATE ADVISERS LLC crossed $1B in regulatory AUM ($295.3M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 3 reps · 201-497-4991 · superstate.co
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
DEFILADE CAPITAL MANAGEMENT, L.P. crossed $1B in regulatory AUM ($644.1M -> $1.55B). IAPD ↗fund
$1.55B RAUM · 5 reps · 415 849 9478 · defcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
KAISER PARTNER FINANCIAL ADVISORS LTD. crossed $1B in regulatory AUM ($981.7M -> $1.76B). IAPD ↗foreign
$1.76B RAUM · 6 reps · +41 44 752 51 52
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
LFA crossed $1B in regulatory AUM ($883.4M -> $1.09B). IAPD ↗foreign
$1.09B RAUM · 9 reps · +41919212533 · lfa.ch
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
BASELINE WEALTH MANAGEMENT LTD. crossed $1B in regulatory AUM ($853.4M -> $1.08B). IAPD ↗foreign
$1.08B RAUM · 9 reps · +41 58 105 76 20 · baselinewealth.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
AMELIORA WEALTH MANAGEMENT LTD. crossed $1B in regulatory AUM ($877.7M -> $1.16B). IAPD ↗foreign
$1.16B RAUM · 9 reps · +41 43 336 10 90
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
GRATICULE ASIA MACRO ADVISORS LLC crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign
$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
OLD PEAK LIMITED crossed $1B in regulatory AUM ($875.9M -> $1.33B). IAPD ↗foreign
$1.33B RAUM · 3 reps · +852 3667 7700 · oldpeakgroup.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
BROOKLANDS crossed $1B in regulatory AUM ($844.5M -> $1.46B). IAPD ↗foreign
$1.46B RAUM · 2 reps · 44 (0)20 7291 8166 · brooklandsfund.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP crossed $1B in regulatory AUM ($515.4M -> $2.00B). IAPD ↗foreign
$2.00B RAUM · 6 reps · 604-689-0821 · trezcapital.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign
$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
KINGS COURT CAPITAL PTE. LTD crossed $1B in regulatory AUM ($512.9M -> $1.11B). IAPD ↗foreign
$1.11B RAUM · 5 reps · +65 6978 6507 · kingscourtcap.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. crossed $1B in regulatory AUM ($721.5M -> $1.27B). IAPD ↗foreign
$1.27B RAUM · 12 reps · 55 11 5116 1900 · rootcapital.com.br
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP crossed $1B in regulatory AUM ($856.3M -> $2.00B). IAPD ↗foreign
$2.00B RAUM · 20 reps · +97299520700 · viola-group.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
THE RAELIPSKIE PARTNERSHIP crossed $1B in regulatory AUM ($938.1M -> $1.07B). IAPD ↗foreign
$1.07B RAUM · 11 reps · 519 578 6849 · raelipskie.com
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
PROMETHEUS WEALTH MANAGEMENT SAM crossed $1B in regulatory AUM ($950.0M -> $1.24B). IAPD ↗foreign
$1.24B RAUM · 6 reps · 00377-99-99-75-75
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
custody started — 427 Firm now reports custody of client assets — surprise exams and controls follow.
70
WILLIAM BLAIR & COMPANY L.L.C. now reports custody of client assets ($55.0M). IAPD ↗
$64.28B RAUM · 231 reps · 312-236-1600 · williamblair.com
ComplianceCustodian
70
MONEY CONCEPTS ADVISORY SERVICE now reports custody of client assets ($2.20B). IAPD ↗
$4.07B RAUM · 375 reps · 561-472-2000 · moneyconcepts.com
ComplianceCustodian
70
MADISON AVENUE SECURITIES, LLC now reports custody of client assets ($270.1M). IAPD ↗
$2.02B RAUM · 81 reps · 888-627-7323 · mas-bd.com
ComplianceCustodian
70
SANTANDER SECURITIES now reports custody of client assets ($7.8M). IAPD ↗
$3.14B RAUM · 108 reps · 866-736-6475 · santanderbank.com
ComplianceCustodian
70
TERRY MCDANIEL & COMPANY now reports custody of client assets ($308.5M). IAPD ↗
$1.92B RAUM · 7 reps · 512-495-9500 · tmcdanco.com
ComplianceCustodian
70
BPS WEALTH ADVISORS, INC. now reports custody of client assets ($135.9M). IAPD ↗
$1.08B RAUM · 5 reps · 330-758-0575 · beardpension.com
ComplianceCustodian
70
RETIREMENT INVESTMENT ADVISORS INC now reports custody of client assets ($10.4M). IAPD ↗
$1.49B RAUM · 8 reps · 405-842-3443 · retirementinvestmentadvisors.com
ComplianceCustodian
70
PROVIDENT INVESTMENT MANAGEMENT, INC. now reports custody of client assets ($82.3M). IAPD ↗
$1.13B RAUM · 6 reps · 248-380-1700 · investprovident.com
ComplianceCustodian
70
BEAIRD HARRIS now reports custody of client assets ($266.1M). IAPD ↗
$2.27B RAUM · 13 reps · 972-503-1040
ComplianceCustodian
70
NISA INVESTMENT ADVISORS, LLC now reports custody of client assets ($379.9M). IAPD ↗
$343.89B RAUM · 217 reps · 314-721-1900 · nisa.com
ComplianceCustodian
70
BALDWIN INVESTMENT MANAGEMENT, LLC now reports custody of client assets ($2.44B). IAPD ↗
$1.30B RAUM · 11 reps · 610-260-1555 · baldwinmgt.com
ComplianceCustodian
70
MOISAND FITZGERALD TAMAYO, LLC now reports custody of client assets ($77.3M). IAPD ↗
$1.35B RAUM · 11 reps · 407-869-6228
ComplianceCustodian
70
BRIDGEWATER ADVISORS INC. now reports custody of client assets ($92.8M). IAPD ↗
$2.57B RAUM · 17 reps · 212-221-5300
ComplianceCustodian
70
BEESE FULMER PRIVATE WEALTH MANAGEMENT now reports custody of client assets ($310.6M). IAPD ↗
$2.06B RAUM · 7 reps · 330-454-6555 · beesefulmer.com
ComplianceCustodian
70
J. W. COLE ADVISORS, INC. now reports custody of client assets ($556.0M). IAPD ↗
$8.25B RAUM · 468 reps · (813) 935-6776 · jw-cole.com
ComplianceCustodian
70
GREENWOOD CAPITAL ASSOCIATES, LLC now reports custody of client assets ($926.8M). IAPD ↗
$1.77B RAUM · 14 reps · 864-941-4049
ComplianceCustodian
70
INVESTMENT MANAGEMENT GROUP now reports custody of client assets ($591.7M). IAPD ↗
$5.24B RAUM · 23 reps · 406-655-3960
ComplianceCustodian
70
ANCORA ADVISORS LLC now reports custody of client assets ($1.97B). IAPD ↗
$4.61B RAUM · 27 reps · 216-825-4000
ComplianceCustodian
70
ANCORA PRIVATE WEALTH ADVISORS, LLC now reports custody of client assets ($9.54B). IAPD ↗
$3.90B RAUM · 29 reps · 216-825-4000 · ancora.net
ComplianceCustodian
70
ELEVATION POINT WEALTH PARTNERS, LLC now reports custody of client assets ($493.5M). IAPD ↗
$6.30B RAUM · 39 reps · 303-382-2880
ComplianceCustodian
70
FOUNDERS FINANCIAL SECURITIES, LLC now reports custody of client assets ($1.5M). IAPD ↗
$4.14B RAUM · 101 reps · 410-308-9988 · dreambridgeplanning.com
ComplianceCustodian
70
LEGACY ADVISORS, LLC now reports custody of client assets ($214.4M). IAPD ↗
$5.17B RAUM · 25 reps · 610-943-3000 · legacyadvice.com
ComplianceCustodian
70
HECK CAPITAL ADVISORS, LLC now reports custody of client assets ($5.65B). IAPD ↗
$11.31B RAUM · 24 reps · 715-361-1500 · heckcapital.com
ComplianceCustodian
70
REDHAWK WEALTH ADVISORS, INC. now reports custody of client assets ($391.1M). IAPD ↗
$1.46B RAUM · 47 reps · 952-835-4295 · kingdomcalling.com
ComplianceCustodian
70
NORTHWEST ASSET MANAGEMENT now reports custody of client assets ($615.5M). IAPD ↗
$4.13B RAUM · 44 reps · 206-838-3680
ComplianceCustodian
70
RIA ADVISORS now reports custody of client assets ($1.24B). IAPD ↗
$1.84B RAUM · 16 reps · 281-501-1791
ComplianceCustodian
70
FINANCIAL ADVISORS NETWORK, INC. now reports custody of client assets ($3.5M). IAPD ↗
$1.11B RAUM · 12 reps · 714-597-6510
ComplianceCustodian
70
MCGOWAN GROUP ASSET MANAGEMENT, INC. now reports custody of client assets ($9.0M). IAPD ↗
$1.08B RAUM · 5 reps · 214-720-4400 · themcgowangroup.com
ComplianceCustodian
70
DT INVESTMENT PARTNERS, LLC now reports custody of client assets ($1.5M). IAPD ↗
$1.91B RAUM · 5 reps · 484-778-4425 · dtinvestmentpartners.com
ComplianceCustodian
70
CAPITAL WEALTH MANAGEMENT, LLC now reports custody of client assets ($199.6M). IAPD ↗
$1.14B RAUM · 9 reps · (401) 885-1060 · capitalwealthllc.com
ComplianceCustodian
70
WESTMOUNT PARTNERS, LLC now reports custody of client assets ($51,878). IAPD ↗
$6.52B RAUM · 18 reps · 310-556-2502 · westmount.com
ComplianceCustodian
70
STRATEGIC WEALTH INVESTMENT GROUP, LLC now reports custody of client assets ($928). IAPD ↗
$1.38B RAUM · 41 reps · 502-412-3354
ComplianceCustodian
70
COMPOUND PLANNING, INC. now reports custody of client assets ($1.33B). IAPD ↗
$4.85B RAUM · 76 reps · 888-533-9364 · compoundplanning.com
ComplianceCustodian
70
GOLDSTONE FINANCIAL GROUP, LLC now reports custody of client assets ($212.6M). IAPD ↗
$1.05B RAUM · 13 reps · 630-620-9300
ComplianceCustodian
70
HIGH PROBABILITY ADVISORS, LLC now reports custody of client assets ($141,316). IAPD ↗
$1.05B RAUM · 13 reps · 585-485-0135 · highprobabilityadvisors.com
ComplianceCustodian
70
TRIVIUM POINT ADVISORY, LLC now reports custody of client assets ($155.3M). IAPD ↗
$1.63B RAUM · 12 reps · (203) 221-3085
ComplianceCustodian
70
SOVEREIGN FINANCIAL GROUP, INC. now reports custody of client assets ($1.04B). IAPD ↗
$1.08B RAUM · 23 reps · (888) 765-8180
ComplianceCustodian
70
COLTER LEWIS INVESTMENT PARTNERS, LLC now reports custody of client assets ($30.8M). IAPD ↗
$3.41B RAUM · 12 reps · 203-987-3090 · colterlewis.com
ComplianceCustodian
70
MAG CAP now reports custody of client assets ($62.5M). IAPD ↗
$1.69B RAUM · 13 reps · 601-362-5872
ComplianceCustodian
70
MAIN STREET FINANCIAL SOLUTIONS, LLC now reports custody of client assets ($43.0M). IAPD ↗
$2.51B RAUM · 35 reps · 215-259-5021 · exitfour.com
ComplianceCustodian
70
PINE GROVE FINANCIAL GROUP now reports custody of client assets ($657,319). IAPD ↗
$1.49B RAUM · 14 reps · 651 714 0323 · pinegrovefg.com
ComplianceCustodian
70
TRB WEALTH MANAGEMENT, LLC now reports custody of client assets ($443.1M). IAPD ↗
$3.74B RAUM · 13 reps · 832-810-3565 · trb.bank
ComplianceCustodian
70
BELZBERG & CO. now reports custody of client assets ($268.0M). IAPD ↗
$2.33B RAUM · 14 reps · 212-390-9768
ComplianceCustodian
70
BREAKWATER CAPITAL GROUP now reports custody of client assets ($104,761). IAPD ↗
$1.02B RAUM · 4 reps · (551) 342-3733 · breakwatercapitalgroup.com
ComplianceCustodian
70
FIDELIS CAPITAL now reports custody of client assets ($1.25B). IAPD ↗
$2.28B RAUM · 12 reps · 813-934-6246 · fideliscapital.com
ComplianceCustodian
70
FARTHER ASSET MANAGEMENT, LLC now reports custody of client assets ($8.8M). IAPD ↗
$2.91B RAUM · 5 reps · 628-246-8004
ComplianceCustodian
70
TRIAD WEALTH PARTNERS, LLC now reports custody of client assets ($263.1M). IAPD ↗
$1.53B RAUM · 33 reps · 785-830-0000
ComplianceCustodian
70
FORZA INVESTMENT GROUP, LP now reports custody of client assets ($7.87B). IAPD ↗
$3.94B RAUM · 6 reps · 973-315-5394 · forza-ig.com
ComplianceCustodian
70
CRUSONIA WEALTH ADVISORS LLC now reports custody of client assets ($65.0M). IAPD ↗
$1.18B RAUM · 14 reps · 303-810-6366 · advisorfind.com
ComplianceCustodian
70
MOMENT PARTNERS, LLC now reports custody of client assets ($99.4M). IAPD ↗
$1.19B RAUM · 5 reps · 415-523-6868 · momentpartners.com
ComplianceCustodian
70
PITCAIRN now reports custody of client assets ($3.94B). IAPD ↗
$5.87B RAUM · 37 reps · 215-881-6144
ComplianceCustodian
70
MARBLE WEALTH, LLC now reports custody of client assets ($257.8M). IAPD ↗
$1.05B RAUM · 5 reps · (334) 679-4800
ComplianceCustodian
70
LAUREL OAK WEALTH MANAGEMENT, LLC now reports custody of client assets ($52.9M). IAPD ↗
$1.40B RAUM · 10 reps · 856-519-0200 · laureloakwealth.com
ComplianceCustodian
70
OPENARC CORPORATE ADVISORY, LLC now reports custody of client assets ($820.3M). IAPD ↗
$10.09B RAUM · 80 reps · 844-648-6001
ComplianceCustodian
70
ACTIV8 FAMILY OFFICE LLC now reports custody of client assets ($395.4M). IAPD ↗
$1.54B RAUM · 6 reps · 978-870-0255 · activ8familyoffice.com
ComplianceCustodian
70
STONEBRIDGE FINANCIAL GROUP, LLC now reports custody of client assets ($97.8M). IAPD ↗
$2.40B RAUM · 7 reps · 314-729-9500 · stonebridgefin.com
ComplianceCustodian
70
71 WEST CAPITAL PARTNERS now reports custody of client assets ($340.4M). IAPD ↗
$5.51B RAUM · 8 reps · 617-885-8090 · 71westcapital.com
ComplianceCustodian
68
BERNZOTT CAPITAL ADVISORS now reports custody of client assets ($53.0M). IAPD ↗
$265.4M RAUM · 2 reps · 800-856-2646 · bernzott.com
ComplianceCustodian
68
JOHNSON FINANCIAL ADVISORS now reports custody of client assets ($81.2M). IAPD ↗
$301.0M RAUM · 2 reps · 602-242-4000
ComplianceCustodian
68
FIRST FINANCIAL ADVISORY SERVICES INC now reports custody of client assets ($29.9M). IAPD ↗
$278.0M RAUM · 7 reps · 401-596-0193
ComplianceCustodian
68
WEBER ASSET MANAGEMENT, INC. now reports custody of client assets ($153.5M). IAPD ↗
$651.5M RAUM · 7 reps · 516-326-3299 · weberasset.com
ComplianceCustodian
68
CHERRY CREEK INVESTMENT ADVISORS INC now reports custody of client assets ($158.0M). IAPD ↗
$351.9M RAUM · 2 reps · 303-320-5774 · cherrycreekinvestmentadvisors.com
ComplianceCustodian
68
FAGAN ASSOCIATES INC now reports custody of client assets ($2.9M). IAPD ↗
$940.7M RAUM · 3 reps · (518) 279-1044
ComplianceCustodian
68
YUKON WEALTH MANAGEMENT, INC. now reports custody of client assets ($465.4M). IAPD ↗
$467.4M RAUM · 2 reps · 913-681-9200 · yukoncm.com
ComplianceCustodian
68
CAPITOL FINANCIAL CONSULTANTS, INC. now reports custody of client assets ($175.3M). IAPD ↗
$269.2M RAUM · 4 reps · 703-821-2000 · capfin.net
ComplianceCustodian
68
MERIDIAN INVESTMENT ADVISORS now reports custody of client assets ($168.9M). IAPD ↗
$861.6M RAUM · 4 reps · 501-663-7055 · linkedin.com - meridian investment advisors
ComplianceCustodian
68
FINANCIAL SENSE ADVISORS, INC. now reports custody of client assets ($543.6M). IAPD ↗
$835.6M RAUM · 8 reps · 858-487-3939 · financialsensewealth.com
ComplianceCustodian
68
STEPHENSON AND COMPANY, INC. now reports custody of client assets ($93.3M). IAPD ↗
$447.0M RAUM · 3 reps · 949-727-4255 · stephensonfinancial.com
ComplianceCustodian
68
NOVAK & POWELL FINANCIAL SERVICES, INC. now reports custody of client assets ($4.2M). IAPD ↗
$359.5M RAUM · 7 reps · 727-451-3440 · carrteam.com
ComplianceCustodian
68
ADDINGTON FINANCIAL GROUP LLC now reports custody of client assets ($293.1M). IAPD ↗
$338.1M RAUM · 2 reps · 903-285-9515 · addingtonfg.com
ComplianceCustodian
68
HARMONY ASSET MANAGEMENT LLC now reports custody of client assets ($97.4M). IAPD ↗
$462.5M RAUM · 9 reps · 480-314-5967
ComplianceCustodian
68
PSI CAPITAL MANAGEMENT now reports custody of client assets ($85.4M). IAPD ↗
$384.8M RAUM · 7 reps · 717-207-7123
ComplianceCustodian
68
SNIDER FINANCIAL GROUP now reports custody of client assets ($2.0M). IAPD ↗
$549.7M RAUM · 8 reps · 425-453-7080
ComplianceCustodian
68
LEGAL ADVANTAGE INVESTMENTS, INC. now reports custody of client assets ($11.3M). IAPD ↗
$275.3M RAUM · 1 reps · 650-714-5989 · legaladvantageinvestments.com
ComplianceCustodian
68
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC now reports custody of client assets ($70.6M). IAPD ↗
$338.1M RAUM · 2 reps · 408-377-7414 · minearao.com
ComplianceCustodian
68
SPRENG CAPITAL MANAGEMENT, INC. now reports custody of client assets ($5.0M). IAPD ↗
$300.2M RAUM · 3 reps · 419-563-0084 · sprengcapital.com
ComplianceCustodian
68
PRIVATE WEALTH MANAGEMENT, INC. now reports custody of client assets ($156.2M). IAPD ↗
$832.5M RAUM · 4 reps · 901-322-4212
ComplianceCustodian
68
WEALTHEDGE INVESTMENT ADVISORS, LLC now reports custody of client assets ($1.9M). IAPD ↗
$472.1M RAUM · 6 reps · 212-687-3600 · wealthedge.com
ComplianceCustodian
68
ALLGEN FINANCIAL ADVISORS, INC. now reports custody of client assets ($475.2M). IAPD ↗
$475.2M RAUM · 12 reps · 407-210-3888 · allgenfinancial.com
ComplianceCustodian
68
STONEHEARTH CAPITAL MANAGEMENT now reports custody of client assets ($90.4M). IAPD ↗
$425.4M RAUM · 5 reps · 978-624-3000
ComplianceCustodian
68
NORRIS FINANCIAL GROUP, LLC now reports custody of client assets ($12.4M). IAPD ↗
$353.0M RAUM · 3 reps · 864-235-6408 · norrisfinancialgroup.com
ComplianceCustodian
68
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE now reports custody of client assets ($340.7M). IAPD ↗
$349.6M RAUM · 8 reps · 858-546-1046 · superiorplanning.com
ComplianceCustodian
68
KIRTLAND FINANCIAL MANAGEMENT, INC. now reports custody of client assets ($33.3M). IAPD ↗
$396.1M RAUM · 1 reps · (305) 648-0006 · kirtlandfinancial.com
ComplianceCustodian
68
GOODWIN INVESTMENT ADVISORY now reports custody of client assets ($33.8M). IAPD ↗
$397.0M RAUM · 6 reps · 678-741-2370
ComplianceCustodian
68
STERLING WEALTH MANAGEMENT, INC. now reports custody of client assets ($3.0M). IAPD ↗
$494.6M RAUM · 7 reps · 217-398-1900
ComplianceCustodian
68
CAROLINA WEALTH MANAGEMENT, INC. now reports custody of client assets ($160.0M). IAPD ↗
$798.5M RAUM · 8 reps · 252-439-1344 · mycarolinawealth.com
ComplianceCustodian
68
MARIN FINANCIAL ADVISORS LLC now reports custody of client assets ($118.8M). IAPD ↗
$388.8M RAUM · 1 reps · 415-925-1212 · marinfa.com
ComplianceCustodian
68
INTEGRATED WEALTH MANAGEMENT, INC. now reports custody of client assets ($254.0M). IAPD ↗
$254.1M RAUM · 6 reps · 330-896-1644 · iwmgameplan.com
ComplianceCustodian
68
OAK FAMILY ADVISORS, LLC now reports custody of client assets ($10.0M). IAPD ↗
$621.0M RAUM · 5 reps · 312-373-7221 · ofallc.com
ComplianceCustodian
68
MERIT FINANCIAL PARTNERS LLC now reports custody of client assets ($308.2M). IAPD ↗
$308.2M RAUM · 5 reps · 718-898-0871 · meritfinancialpartners.com
ComplianceCustodian
68
MCDONOUGH CAPITAL MANAGEMENT, INC. now reports custody of client assets ($258.3M). IAPD ↗
$258.3M RAUM · 4 reps · 407-248-9647
ComplianceCustodian
68
MARMO FINANCIAL GROUP, LLC now reports custody of client assets ($271.6M). IAPD ↗
$295.2M RAUM · 3 reps · 423-282-0514
ComplianceCustodian
68
CORNERSTONE SELECT ADVISORS, LLC now reports custody of client assets ($14.8M). IAPD ↗
$315.3M RAUM · 3 reps · 314-862-5155 · csastl.com
ComplianceCustodian
68
MELIA WEALTH LLC now reports custody of client assets ($292.6M). IAPD ↗
$560.1M RAUM · 4 reps · 918-794-9290
ComplianceCustodian
68
ARISTON SERVICES GROUP, LLC now reports custody of client assets ($160.3M). IAPD ↗
$527.0M RAUM · 3 reps · 619-241-2326 · aristonservicesgroup.com
ComplianceCustodian
68
MBIA CAPITAL ADVISORS now reports custody of client assets ($26.3M). IAPD ↗
$290.2M RAUM · 4 reps · 513-324-2201
ComplianceCustodian
68
KINGDOM FINANCIAL GROUP, LLC now reports custody of client assets ($291.0M). IAPD ↗
$520.9M RAUM · 17 reps · 623-974-0300
ComplianceCustodian
68
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. now reports custody of client assets ($53.4M). IAPD ↗
$884.8M RAUM · 23 reps · 785-823-7900 · ucmofkansas.com
ComplianceCustodian
68
FIDELIS IM now reports custody of client assets ($73.7M). IAPD ↗
$306.1M RAUM · 1 reps · 541-770-1311 · fidelisim.com
ComplianceCustodian
68
MANSKE WEALTH MANAGEMENT, LLC now reports custody of client assets ($406.4M). IAPD ↗
$707.3M RAUM · 8 reps · (713) 581-1994 · manskewealth.com
ComplianceCustodian
68
BRIGHT ROAD WEALTH MANAGEMENT, LLC now reports custody of client assets ($93.8M). IAPD ↗
$443.3M RAUM · 10 reps · (907) 339-1555
ComplianceCustodian
68
AAF WEALTH MANAGEMENT, LLC now reports custody of client assets ($123.0M). IAPD ↗
$727.6M RAUM · 6 reps · 508-366-9100
ComplianceCustodian
68
OAK GROVE CAPITAL, LLC now reports custody of client assets ($378.4M). IAPD ↗
$871.0M RAUM · 2 reps · 412-515-8899
ComplianceCustodian
68
PRACTICECFO INVESTMENTS now reports custody of client assets ($78.1M). IAPD ↗
$401.6M RAUM · 12 reps · 800-675-2712
ComplianceCustodian
68
CANTER WEALTH now reports custody of client assets ($383.1M). IAPD ↗
$386.5M RAUM · 7 reps · 858-812-7550
ComplianceCustodian
68
TRU INDEPENDENCE ASSET MANAGEMENT, LLC now reports custody of client assets ($7.5M). IAPD ↗
$336.9M RAUM · 8 reps · (971) 371-3444
ComplianceCustodian
68
J. HAGAN CAPITAL, INC. now reports custody of client assets ($28.3M). IAPD ↗
$341.8M RAUM · 10 reps · (502) 690-5635
ComplianceCustodian
68
ONE OAK CAPITAL MANAGEMENT, LLC now reports custody of client assets ($345.4M). IAPD ↗
$418.5M RAUM · 11 reps · 914-205-5821 · oneoakcapitalmgmt.com
ComplianceCustodian
68
ENCOMPASS WEALTH ADVISORS, LLC now reports custody of client assets ($294.2M). IAPD ↗
$472.8M RAUM · 3 reps · (971) 371-3451
ComplianceCustodian
68
KEELER & NADLER FAMILY WEALTH now reports custody of client assets ($117.7M). IAPD ↗
$609.9M RAUM · 9 reps · 614-791-4123
ComplianceCustodian
68
CORE WEALTH ADVISORS, INC. now reports custody of client assets ($14.9M). IAPD ↗
$702.1M RAUM · 9 reps · 863-904-4745 · followthegameplan.com
ComplianceCustodian
68
TUCKER ASSET MANAGEMENT LLC now reports custody of client assets ($291.2M). IAPD ↗
$603.6M RAUM · 69 reps · 303-734-1234 · tuckeram.com
ComplianceCustodian
68
REDWOOD WEALTH MANAGEMENT GROUP, LLC now reports custody of client assets ($143.4M). IAPD ↗
$317.2M RAUM · 3 reps · 856-500-2900 · redwoodwmg.com
ComplianceCustodian
68
FWG INVESTMENTS, LLC now reports custody of client assets ($6.2M). IAPD ↗
$349.0M RAUM · 10 reps · 859-309-0349 · thefamilywealthgroup.com
ComplianceCustodian
68
GOODMAN ADVISORY GROUP, LLC now reports custody of client assets ($9.2M). IAPD ↗
$415.5M RAUM · 6 reps · (781) 559-0320
ComplianceCustodian
68
COMMONWEALTH RETIREMENT INVESTMENTS LLC now reports custody of client assets ($33.7M). IAPD ↗
$377.0M RAUM · 5 reps · 804-282-1238
ComplianceCustodian
68
CROSS FINANCIAL ADVISORS now reports custody of client assets ($48.5M). IAPD ↗
$481.8M RAUM · 11 reps · (503) 430-0563 · crossfinancialmgmt.com
ComplianceCustodian
68
ADAPTIVE FINANCIAL CONSULTING, LLC now reports custody of client assets ($83.7M). IAPD ↗
$547.1M RAUM · 6 reps · 440-359-3468 · adaptivefc.com
ComplianceCustodian
68
ASTORIA PORTFOLIO ADVISORS LLC now reports custody of client assets ($20.4M). IAPD ↗
$977.6M RAUM · 9 reps · 212-381-6185
ComplianceCustodian
68
ALLIANCE WEALTH ADVISORS, LLC now reports custody of client assets ($86.5M). IAPD ↗
$601.1M RAUM · 6 reps · 570-961-1516
ComplianceCustodian
68
SMALLWOOD WEALTH MANAGEMENT now reports custody of client assets ($175.8M). IAPD ↗
$339.0M RAUM · 5 reps · (732) 542-1565
ComplianceCustodian
68
WEALTH ADVISORY SOLUTIONS, LLC now reports custody of client assets ($189.1M). IAPD ↗
$599.1M RAUM · 8 reps · 317-559-2945 · envisionria.com
ComplianceCustodian
68
PEAK PLANNING GROUP, LLC now reports custody of client assets ($99.2M). IAPD ↗
$710.0M RAUM · 7 reps · 303-991-0056 · peakplan.com
ComplianceCustodian
68
FORTIS GROUP ADVISORS LLC now reports custody of client assets ($131.2M). IAPD ↗
$822.4M RAUM · 24 reps · 201-383-0630
ComplianceCustodian
68
TRUVESTMENTS CAPITAL LLC now reports custody of client assets ($6.5M). IAPD ↗
$660.8M RAUM · 15 reps · (855) 955-1982
ComplianceCustodian
68
MASONRY CAPITAL MANAGEMENT, LLC now reports custody of client assets ($13.8M). IAPD ↗
$370.5M RAUM · 2 reps · 434-202-3554
ComplianceCustodian
68
HILTON HEAD CAPITAL PARTNERS, LLC now reports custody of client assets ($34.1M). IAPD ↗
$409.5M RAUM · 6 reps · 843-790-7573
ComplianceCustodian
68
JACKSON SQUARE CAPITAL, LLC now reports custody of client assets ($25.7M). IAPD ↗
$564.3M RAUM · 5 reps · 415-854-5011 · jacksonsquarecap.com
ComplianceCustodian
68
MONTZ HARCUS WEALTH MANAGEMENT now reports custody of client assets ($399.9M). IAPD ↗
$876.3M RAUM · 5 reps · 504-488-3700 · montzharcus.com
ComplianceCustodian
68
EMPOWER WEALTH MANAGEMENT now reports custody of client assets ($525,847). IAPD ↗
$349.3M RAUM · 5 reps · 512-833-6557 · empoweringretirement.com
ComplianceCustodian
68
ABBEY STREET now reports custody of client assets ($375.4M). IAPD ↗
$375.4M RAUM · 7 reps · (952) 224-7272
ComplianceCustodian
68
JEPPSON WEALTH MANAGEMENT, LLC now reports custody of client assets ($513.2M). IAPD ↗
$763.2M RAUM · 6 reps · 424-456-3111 · jeppson-wealth.com
ComplianceCustodian
68
CATALYST PRIVATE WEALTH, LLC now reports custody of client assets ($147.7M). IAPD ↗
$370.4M RAUM · 5 reps · 415-887-1430 · catalystprivatewealth.com
ComplianceCustodian
68
HIGHVIEW CAPITAL MANAGEMENT, LLC now reports custody of client assets ($163.2M). IAPD ↗
$416.3M RAUM · 3 reps · 888-757-6610 · hv-cap.com
ComplianceCustodian
68
NBC CAPITAL ADVISORS now reports custody of client assets ($194.4M). IAPD ↗
$847.5M RAUM · 4 reps · 503-683-7727 · nbccapitaladvisors.com
ComplianceCustodian
68
PTM WEALTH MANAGEMENT, LLC now reports custody of client assets ($143,384). IAPD ↗
$310.2M RAUM · 2 reps · 267-317-1515
ComplianceCustodian
68
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now reports custody of client assets ($163.6M). IAPD ↗
$264.7M RAUM · 3 reps · 971-371-3444 · meritwealth.com
ComplianceCustodian
68
STRAIT & SOUND now reports custody of client assets ($135.4M). IAPD ↗
$333.7M RAUM · 9 reps · (425) 577-7710 · straitandsound.com
ComplianceCustodian
68
OXLER PRIVATE WEALTH now reports custody of client assets ($392.6M). IAPD ↗
$578.1M RAUM · 3 reps · 212-785-2860 · oxlerpw.com
ComplianceCustodian
68
RISE ADVISORS, LLC now reports custody of client assets ($3.9M). IAPD ↗
$441.2M RAUM · 7 reps · 585-565-3444
ComplianceCustodian
68
PATRON PARTNERS, LLC now reports custody of client assets ($91.7M). IAPD ↗
$325.7M RAUM · 2 reps · 971-371-3450 · patronpartnersadvisors.com
ComplianceCustodian
68
RIDGECREST WEALTH PARTNERS, LLC now reports custody of client assets ($233.7M). IAPD ↗
$705.1M RAUM · 2 reps · 415-227-2881 · ridgecrestwp.com
ComplianceCustodian
68
HERITAGE WEALTH ADVISORS now reports custody of client assets ($73.0M). IAPD ↗
$604.7M RAUM · 3 reps · 513-440-5475 · yourheritageadvisors.com
ComplianceCustodian
68
ALLEGIANCE FINANCIAL GROUP now reports custody of client assets ($221.2M). IAPD ↗
$675.0M RAUM · 12 reps · (703) 242-7900
ComplianceCustodian
68
REFRAME WEALTH, LLC now reports custody of client assets ($27.7M). IAPD ↗
$394.8M RAUM · 4 reps · (571) 354-8471 · reframewealth.com
ComplianceCustodian
68
TFP MANAGEMENT, LLC now reports custody of client assets ($155.6M). IAPD ↗
$273.0M RAUM · 3 reps · 563-359-8783 · truefinancialpartners.com
ComplianceCustodian
68
ROOTED WEALTH ADVISORS now reports custody of client assets ($8.4M). IAPD ↗
$408.8M RAUM · 8 reps · 866.766.8332
ComplianceCustodian
68
AVOS CAPITAL MANAGEMENT, LLC now reports custody of client assets ($22.7M). IAPD ↗
$297.8M RAUM · 3 reps · (720) 864-4348 · avos.co
ComplianceCustodian
68
ALLIANCE WEALTH ADVISORS, LLC now reports custody of client assets ($169.7M). IAPD ↗
$552.0M RAUM · 7 reps · 801-683-6000
ComplianceCustodian
68
INNOVATIVE WEALTH BUILDING LLC now reports custody of client assets ($434.1M). IAPD ↗
$657.2M RAUM · 8 reps · 240-237-8086 · innovativewealthbuilding.com
ComplianceCustodian
68
TRUEWEALTH FINANCIAL PARTNERS now reports custody of client assets ($76.9M). IAPD ↗
$273.7M RAUM · 3 reps · 425-615-7360
ComplianceCustodian
68
NORMANDY INVESTMENT ADVISORS now reports custody of client assets ($7.7M). IAPD ↗
$273.4M RAUM · 5 reps · 913-914-1944 · normandyia.com
ComplianceCustodian
68
NFWM now reports custody of client assets ($1.2M). IAPD ↗
$311.9M RAUM · 2 reps · (214) 379-3333
ComplianceCustodian
68
ENTREWEALTH now reports custody of client assets ($318.9M). IAPD ↗
$326.3M RAUM · 10 reps · 512-240-2244
ComplianceCustodian
68
ALLIANCE FINANCIAL now reports custody of client assets ($31.9M). IAPD ↗
$271.8M RAUM · 5 reps · 610-376-5981
ComplianceCustodian
68
WEALTH SCIENCE ADVISORS LLC now reports custody of client assets ($26.2M). IAPD ↗
$558.7M RAUM · 8 reps · 678-480-2681 · wealthscienceadvisors.net
ComplianceCustodian
68
TFB ADVISORS, LLC now reports custody of client assets ($22.6M). IAPD ↗
$840.2M RAUM · 19 reps · 913-648-5526 · taxfavoredbenefits.com
ComplianceCustodian
68
BALLAST ROCK PRIVATE WEALTH now reports custody of client assets ($100.7M). IAPD ↗
$405.7M RAUM · 8 reps · (800) 204-2513 · ballastrockpw.com
ComplianceCustodian
68
ENCOMPASS MORE ASSET MANAGEMENT LLC now reports custody of client assets ($5.3M). IAPD ↗
$984.9M RAUM · 85 reps · 925-272-8850 · encompassmore.com
ComplianceCustodian
68
INVENIO WEALTH PARTNERS, LLC now reports custody of client assets ($59.4M). IAPD ↗
$364.0M RAUM · 2 reps · 971-371-3450 · inveniowealth.com
ComplianceCustodian
68
CENTERPOINT ADVISORY GROUP, LLC now reports custody of client assets ($185.4M). IAPD ↗
$276.3M RAUM · 5 reps · 913-685-3001 · centerpointadvisory.com
ComplianceCustodian
68
ENDEAVOR ADVISORS, LLC now reports custody of client assets ($64.9M). IAPD ↗
$559.5M RAUM · 8 reps · 281-326-9902 · endeavor-advisors.com
ComplianceCustodian
68
DOWNTOWN WEALTH STUDIOS, LLC now reports custody of client assets ($45.9M). IAPD ↗
$563.5M RAUM · 4 reps · 888-240-2737
ComplianceCustodian
68
ARSENAL CAPITAL ADVISORS LLC now reports custody of client assets ($47.1M). IAPD ↗
$267.1M RAUM · 2 reps · 610-564-9134 · arsenalcapitaladvisors.com
ComplianceCustodian
68
GAINLINE FINANCIAL PARTNERS, LLC now reports custody of client assets ($80.1M). IAPD ↗
$348.6M RAUM · 3 reps · 720-548-4391
ComplianceCustodian
68
SYKON CAPITAL LLC now reports custody of client assets ($81.6M). IAPD ↗
$350.1M RAUM · 6 reps · 914-898-3694
ComplianceCustodian
68
MB GEN WEALTH now reports custody of client assets ($38.2M). IAPD ↗
$404.4M RAUM · 3 reps · 509-703-5715
ComplianceCustodian
68
STABLEPOINT PARTNERS, LLC now reports custody of client assets ($100.0M). IAPD ↗
$930.0M RAUM · 5 reps · (781) 654-4600 · stablepointpartners.com
ComplianceCustodian
68
MISSION HILLS FINANCIAL ADVISORY LLC now reports custody of client assets ($39.0M). IAPD ↗
$274.1M RAUM · 4 reps · 619-294-9420 · missionhillsfinancial.com
ComplianceCustodian
68
HAVEN PRIVATE now reports custody of client assets ($13.6M). IAPD ↗
$428.1M RAUM · 5 reps · 321-329-8674 · havenprivate.com
ComplianceCustodian
68
ADVANTAGE WEALTH PARTNERS now reports custody of client assets ($371.1M). IAPD ↗
$675.5M RAUM · 4 reps · 239-561-1155 · advantagewealthpartners.com
ComplianceCustodian
68
FAIRVOY PRIVATE WEALTH, LLC now reports custody of client assets ($93.7M). IAPD ↗
$605.1M RAUM · 6 reps · (205)578-6250
ComplianceCustodian
68
KILTER GROUP now reports custody of client assets ($163,475). IAPD ↗
$277.4M RAUM · 7 reps · 646-438-6557 · kiltergroup.com
ComplianceCustodian
68
GUGGENHEIM PRIVATE INVESTMENTS, LLC now reports custody of client assets. IAPD ↗
$349.5M RAUM · 2 reps · 2125189010 · guggenheiminvestments.com
ComplianceCustodian
68
ARGENTARII, LLC now reports custody of client assets ($271.3M). IAPD ↗
$431.9M RAUM · 5 reps · 5134881600
ComplianceCustodian
68
LEGACY CAPITAL now reports custody of client assets ($50.0M). IAPD ↗
$273.4M RAUM · 3 reps · (281) 595-1990 · lead-a-legacy.com
ComplianceCustodian
68
UNITING WEALTH PARTNERS now reports custody of client assets ($55.9M). IAPD ↗
$934.6M RAUM · 11 reps · 720-706-7180 · unitingwealthpartners.com
ComplianceCustodian
68
AVENTURA PRIVATE WEALTH, LLC now reports custody of client assets ($26.6M). IAPD ↗
$374.8M RAUM · 3 reps · 305-845-1937 · aventuraprivatewealth.com
ComplianceCustodian
68
INFLECTION CAPITAL MANAGEMENT, LLC now reports custody of client assets ($17.5M). IAPD ↗
$365.6M RAUM · 8 reps · 415-450-6556
ComplianceCustodian
68
ALONGSIDE, LLC now reports custody of client assets ($179.0M). IAPD ↗
$878.6M RAUM · 3 reps · (512) 241-7341
ComplianceCustodian
68
THREE ARCH WEALTH MANAGEMENT LLC now reports custody of client assets ($166.8M). IAPD ↗
$662.4M RAUM · 3 reps · (949) 400-7107 · threearchwealth.com
ComplianceCustodian
68
MATTERS CAPITAL LLC now reports custody of client assets ($400,000). IAPD ↗
$296.8M RAUM · 2 reps · (305) 528-3701 · matters.capital
ComplianceCustodian
68
CLARION WEALTH MANAGEMENT PARTNERS now reports custody of client assets ($116.7M). IAPD ↗
$394.8M RAUM · 4 reps · (703) 631-4800
ComplianceCustodian
68
XCELSIOR ADVISOR PARTNERS LLC now reports custody of client assets ($10.7M). IAPD ↗
$650.7M RAUM · 13 reps · 480-866-8616 · bvprivatewealth.com
ComplianceCustodian
68
GLR PARTNERS now reports custody of client assets ($33). IAPD ↗
$260.7M RAUM · 3 reps · 410-446-9094 · glrpartners.net
ComplianceCustodian
68
BEACON ADVISORS now reports custody of client assets ($22.6M). IAPD ↗
$459.6M RAUM · 4 reps · 512-612-4884 · beacon-adv.com
ComplianceCustodian
68
EVERGREEN WEALTH PARTNERS LLC now reports custody of client assets ($198.3M). IAPD ↗
$405.2M RAUM · 4 reps · 406-862-4400 · willamettewealth.com
ComplianceCustodian
68
PENDULUM WEALTH PARTNERS now reports custody of client assets ($12.5M). IAPD ↗
$282.8M RAUM · 9 reps · 630-861-6143 · pendulum.partners
ComplianceCustodian
68
GREENSTONE BELT WEALTH ADVISORS, LLC now reports custody of client assets ($92.2M). IAPD ↗
$260.1M RAUM · 5 reps · 312-952-6550
ComplianceCustodian
68
RBS WEALTH MANAGEMENT now reports custody of client assets ($38.5M). IAPD ↗
$322.3M RAUM · 2 reps · 6167278484 · rbswealthmgt.com
ComplianceCustodian
68
AXIENT INVESTMENT ADVISORS LLC now reports custody of client assets ($5.0M). IAPD ↗
$454.0M RAUM · 12 reps · 256-980-1723 · axientadvisors.com
ComplianceCustodian
68
INNOVATIVE ASSET ADVISORS GROUP now reports custody of client assets ($297.9M). IAPD ↗
$297.9M RAUM · 11 reps · 203-444-3599 · innovativeaag.com
ComplianceCustodian
68
MEADOWBROOK ADVISORS now reports custody of client assets ($82.1M). IAPD ↗
$321.0M RAUM · 3 reps · 973-370-7850 · meadowbrookadvisors.com
ComplianceCustodian
68
CANE CAPITAL PARTNERS, LLC now reports custody of client assets ($125.7M). IAPD ↗
$284.1M RAUM · 4 reps · 281-608-1137 · canecapitalpartners.com
ComplianceCustodian
68
HIGHBROOK CAPITAL PARTNERS now reports custody of client assets ($144.3M). IAPD ↗
$509.1M RAUM · 5 reps · 404-850-2550 · highbrookcap.com
ComplianceCustodian
68
WASHINGTON PARK CAPITAL MANAGEMENT, LLC now reports custody of client assets ($21.9M). IAPD ↗
$359.5M RAUM · 3 reps · 503-222-9917 · waparkadvisors.com
ComplianceCustodian
68
BELLARS HARRIS WEALTH MANAGEMENT now reports custody of client assets ($3.6M). IAPD ↗
$505.4M RAUM · 5 reps · 757-704-4200 · bellarsharriswealth.com
ComplianceCustodian
68
STOREN FINANCIAL now reports custody of client assets ($257.7M). IAPD ↗
$438.3M RAUM · 6 reps · 317-733-1000 · storenfinancial.com
ComplianceCustodian
65
MONEY MANAGERS, INC. now reports custody of client assets ($145.1M). IAPD ↗
$146.6M RAUM · 4 reps · (210)349-9494 · moneymanagersinctx.com
ComplianceCustodian
65
CRESCENT STERLING LTD. now reports custody of client assets ($22.5M). IAPD ↗
$210.2M RAUM · 4 reps · 504-885-1135 · crescentsterling.com
ComplianceCustodian
65
CLAREMONT FINANCIAL GROUP,INC. now reports custody of client assets ($37.5M). IAPD ↗
$140.0M RAUM · 1 reps · 909-624-9200 · claremontfinancial.com
ComplianceCustodian
65
ALDER FINANCIAL GROUP INC now reports custody of client assets ($112.5M). IAPD ↗
$224.1M RAUM · 3 reps · 770-563-8207 · alderfinancial.com
ComplianceCustodian
65
HARBOUR FINANCIAL RESOURCES, LTD now reports custody of client assets ($176.8M). IAPD ↗
$189.8M RAUM · 2 reps · 847-675-6836
ComplianceCustodian
65
PEAK INVESTMENT ADVISORS, INC. now reports custody of client assets ($60,204). IAPD ↗
$234.6M RAUM · 1 reps · 719-260-6475 · peakinvestmentadvisors.com
ComplianceCustodian
65
RENAUD & COMPANY, LLC now reports custody of client assets ($210.7M). IAPD ↗
$210.7M RAUM · 2 reps · 636-240-5055 · renaudandcompany.com
ComplianceCustodian
65
GCI FINANCIAL GROUP now reports custody of client assets ($90.9M). IAPD ↗
$145.1M RAUM · 3 reps · 973-543-2133 · gcifg.com
ComplianceCustodian
65
MCLAUGHLIN ASSET MANAGEMENT, INC. now reports custody of client assets ($4.2M). IAPD ↗
$176.1M RAUM · 4 reps · 217-442-6484
ComplianceCustodian
65
ARRIVAL CAPITAL MANAGEMENT LLC now reports custody of client assets ($5.0M). IAPD ↗
$42.4M RAUM · 1 reps · 212-369-1700 · arrivalcapital.com
ComplianceCustodian
65
FINANCIAL LIFE PLANNERS now reports custody of client assets ($2.0M). IAPD ↗
$208.4M RAUM · 3 reps · 480-477-8530
ComplianceCustodian
65
CURTIS FINANCIAL PLANNING now reports custody of client assets ($5.3M). IAPD ↗
$163.5M RAUM · 1 reps · (510) 451-3528 · curtisfinancialplanning.com
ComplianceCustodian
65
BILL LOSEY RETIREMENT SOLUTIONS, LLC now reports custody of client assets ($39.6M). IAPD ↗
$39.6M RAUM · 1 reps · 518-708-9925 · billlosey.com
ComplianceCustodian
65
FIDELIS FINANCIAL PLANNING, LLC now reports custody of client assets ($65.7M). IAPD ↗
$160.0M RAUM · 2 reps · 636-922-9252
ComplianceCustodian
65
SOLUTIONS 4 WEALTH now reports custody of client assets ($3.9M). IAPD ↗
$189.4M RAUM · 5 reps · 817-934-7010
ComplianceCustodian
65
DECISION INVESTMENTS, INC. now reports custody of client assets ($2.9M). IAPD ↗
$154.9M RAUM · 2 reps · 858-812-3026 · decisioninvestments.com
ComplianceCustodian
65
RAYBURN WEST FINANCIAL SERVICES now reports custody of client assets ($76.3M). IAPD ↗
$242.6M RAUM · 2 reps · 615-386-6932 · rayburnwest.com
ComplianceCustodian
65
LIFETIME WEALTH MANAGEMENT P.C. now reports custody of client assets ($149.9M). IAPD ↗
$216.9M RAUM · 5 reps · 972-771-0650
ComplianceCustodian
65
MCALVANY WEALTH MANAGEMENT, LLC now reports custody of client assets ($46.9M). IAPD ↗
$224.2M RAUM · 5 reps · 866-211-8970 · mcalvany.com
ComplianceCustodian
65
NOBLEBRIDGE WEALTH now reports custody of client assets ($36.9M). IAPD ↗
$214.5M RAUM · 7 reps · 1-866-798-0354
ComplianceCustodian
65
SKYLINE FINANCIAL NORTHWEST now reports custody of client assets ($38.8M). IAPD ↗
$148.3M RAUM · 3 reps · 888-739-7369 · skylinefinancialnw.com
ComplianceCustodian
65
DRAPER ASSET MANAGEMENT, LLC now reports custody of client assets ($52.6M). IAPD ↗
$231.0M RAUM · 6 reps · 631-361-4925 · draperasset.com
ComplianceCustodian
65
PRIVATE CLIENT GROUP ASSET MANAGEMENT now reports custody of client assets ($27.9M). IAPD ↗
$143.1M RAUM · 5 reps · 908-719-3024 · privateclientgroupam.com
ComplianceCustodian
65
CLARITY INVESTMENTS + PLANNING LLC now reports custody of client assets ($1.2M). IAPD ↗
$141.5M RAUM · 1 reps · (212) 730-7029 · clarityinv.com
ComplianceCustodian
65
GRANITE VALUE CAPITAL, LLC now reports custody of client assets ($4.4M). IAPD ↗
$98.9M RAUM · 1 reps · 603-643-0770 · granitevaluecapital.com
ComplianceCustodian
65
BAUMAN WEALTH ADVISORS now reports custody of client assets ($53.6M). IAPD ↗
$206.4M RAUM · 8 reps · 702-897-9997
ComplianceCustodian
65
VALPEY FINANCIAL SERVICES LLC now reports custody of client assets ($76.3M). IAPD ↗
$226.0M RAUM · 1 reps · 603-856-7945
ComplianceCustodian
65
QUEEN CITY CAPITAL MANAGEMENT, LLC now reports custody of client assets ($4.0M). IAPD ↗
$114.4M RAUM · 1 reps · (513) 721-6089 · qccmonline.com
ComplianceCustodian
65
NORTHLANDING FINANCIAL PARTNERS, LLC now reports custody of client assets ($5.0M). IAPD ↗
$152.2M RAUM · 2 reps · (585) 497-5000
ComplianceCustodian
65
TEVIS INVESTMENT MANAGEMENT, LLC now reports custody of client assets ($13.9M). IAPD ↗
$234.8M RAUM · 1 reps · (972) 971-2169 · tevisinvest.com
ComplianceCustodian
65
VANDERPOL INVESTMENTS L.L.C. now reports custody of client assets ($75.8M). IAPD ↗
$118.1M RAUM · 3 reps · (616) 315-2550
ComplianceCustodian
65
ONE HOPPER ASSET MANAGEMENT now reports custody of client assets ($8.2M). IAPD ↗
$57.5M RAUM · 2 reps · 315-734-1410
ComplianceCustodian
65
MACKAY FINANCIAL PLANNING, LLC now reports custody of client assets ($94.1M). IAPD ↗
$176.0M RAUM · 2 reps · 417-268-9191 · mackayfinancialplanning.com
ComplianceCustodian
65
FINANCIAL PARTNERS, LLC now reports custody of client assets ($950,000). IAPD ↗
$181.7M RAUM · 3 reps · 505-795-7910 · financialpartnersnm.com
ComplianceCustodian
65
ABBINGTON INVESTMENT GROUP, LLC now reports custody of client assets ($13.0M). IAPD ↗
$202.1M RAUM · 3 reps · 207-433-5820 · abbingtongroup.com
ComplianceCustodian
65
RED REEF ADVISORS LLC now reports custody of client assets ($1.5M). IAPD ↗
$135.0M RAUM · 3 reps · 561-400-3285 · redreefadvisors.com
ComplianceCustodian
65
TOGETHER PLANNING now reports custody of client assets ($3.3M). IAPD ↗
$176.0M RAUM · 3 reps · 352-221-9300
ComplianceCustodian
65
MURRAY FINANCIAL SERVICES, INC now reports custody of client assets ($125.9M). IAPD ↗
$134.0M RAUM · 2 reps · 530-896-5484
ComplianceCustodian
65
MIDWESTERN FINANCIAL GROUP now reports custody of client assets ($28.5M). IAPD ↗
$172.8M RAUM · 3 reps · 319-499-1620
ComplianceCustodian
65
T.R.U.E. COASTAL CAPITAL, LLC now reports custody of client assets ($20.3M). IAPD ↗
$124.1M RAUM · 2 reps · 912-234-3657
ComplianceCustodian
65
HELIUM ADVISORS LLC now reports custody of client assets ($4.3M). IAPD ↗
$233.8M RAUM · 4 reps · (425) 214-1533
ComplianceCustodian
65
CULTIVATING WEALTH now reports custody of client assets ($62.7M). IAPD ↗
$209.8M RAUM · 5 reps · (646) 693-7451
ComplianceCustodian
65
FIGURE 8 INVESTMENT STRATEGIES LLC now reports custody of client assets ($41.2M). IAPD ↗
$233.4M RAUM · 7 reps · (208) 385-0078
ComplianceCustodian
65
PARADIGM WEALTH ADVISORY LLC now reports custody of client assets ($3.1M). IAPD ↗
$201.2M RAUM · 10 reps · (908) 450-7402
ComplianceCustodian
65
MERCURIO WEALTH ADVISORS now reports custody of client assets ($4.0M). IAPD ↗
$141.1M RAUM · 3 reps · (502) 253-9366
ComplianceCustodian
65
TEPP WEALTH MANAGEMENT now reports custody of client assets ($194.1M). IAPD ↗
$195.7M RAUM · 3 reps · 908-301-1200 · teppwealth.com
ComplianceCustodian
65
DAVID P. GILLIAM & ASSOCIATES, INC. now reports custody of client assets ($67.4M). IAPD ↗
$186.7M RAUM · 3 reps · 765-281-0012
ComplianceCustodian
65
NORTH BAY WEALTH MANAGEMENT now reports custody of client assets ($21.2M). IAPD ↗
$107.3M RAUM · 2 reps · 707-971-7069 · northbaywealth.com
ComplianceCustodian
65
BUCKET LIST WEALTH MANAGEMENT, LLC now reports custody of client assets ($36.1M). IAPD ↗
$224.2M RAUM · 2 reps · 352-307-8652 · bucketlistwealth.com
ComplianceCustodian
65
T.M. WEALTH MANAGEMENT now reports custody of client assets ($38.7M). IAPD ↗
$209.8M RAUM · 3 reps · (703) 537-8351
ComplianceCustodian
65
HERITAGE FINANCIAL COUNSELORS, LLC now reports custody of client assets ($1.8M). IAPD ↗
$235.9M RAUM · 4 reps · 862-579-2899
ComplianceCustodian
65
WEALTHJAR INVESTMENT ADVISORY, LLC now reports custody of client assets ($6,963). IAPD ↗
$6.4M RAUM · 10 reps · (808) 585-7788 · mywealthjar.com
ComplianceCustodian
65
RICHMOND QUANTITATIVE ADVISORS, LLC now reports custody of client assets ($2.4M). IAPD ↗
$60.0M RAUM · 2 reps · (804) 347-0126 · richmondquant.com
ComplianceCustodian
65
ATLANTIC WEALTH PARTNERS, LLC now reports custody of client assets ($30.7M). IAPD ↗
$198.1M RAUM · 4 reps · 561-632-0566 · atlanticwp.com
ComplianceCustodian
65
PLANVEST FINANCIAL, INC. now reports custody of client assets ($7.2M). IAPD ↗
$175.9M RAUM · 6 reps · (301) 977-7123
ComplianceCustodian
65
CENTENNIAL ADVISORS, LLC now reports custody of client assets ($103.1M). IAPD ↗
$237.3M RAUM · 9 reps · (512) 265-5000 · iwanttoretirewell.com
ComplianceCustodian
65
LUMINA WEALTH MANAGEMENT, LLC now reports custody of client assets ($26.8M). IAPD ↗
$240.2M RAUM · 2 reps · 910-599-9409
ComplianceCustodian
65
BLUE JAY FINANCIAL GROUP, LLC now reports custody of client assets ($61.9M). IAPD ↗
$113.5M RAUM · 3 reps · 419-785-4525
ComplianceCustodian
65
BUILD ASSET MANAGEMENT now reports custody of client assets ($30.8M). IAPD ↗
$64.6M RAUM · 3 reps · 833-852-8453 · getbuilding.com
ComplianceCustodian
65
WEALTHFD now reports custody of client assets ($17.0M). IAPD ↗
$87.8M RAUM · 3 reps · 215-671-6660
ComplianceCustodian
65
TOWN CAPITAL now reports custody of client assets ($74.5M). IAPD ↗
$168.8M RAUM · 2 reps · 410-864-0209
ComplianceCustodian
65
BLUE POINT FINANCIAL, INC. now reports custody of client assets ($1.5M). IAPD ↗
$152.7M RAUM · 2 reps · 207-883-2009
ComplianceCustodian
65
DELOS CAPITAL ADVISORS now reports custody of client assets ($26.9M). IAPD ↗
$185.6M RAUM · 6 reps · 972-810-1610
ComplianceCustodian
65
OAK CREST ADVISORY, LLC now reports custody of client assets ($13.9M). IAPD ↗
$90.2M RAUM · 3 reps · 585-507-1681 · oakcrestadvisory.com
ComplianceCustodian
65
ZENITH WEALTH PARTNERS now reports custody of client assets ($23.6M). IAPD ↗
$151.0M RAUM · 9 reps · (484) 278-1559
ComplianceCustodian
65
MSP WEALTH MANAGEMENT, LLC now reports custody of client assets ($100.8M). IAPD ↗
$228.5M RAUM · 6 reps · 541-884-4164 · mspwealth.com
ComplianceCustodian
65
SFG WEALTH ADVISORS, LLC now reports custody of client assets ($38.7M). IAPD ↗
$187.7M RAUM · 4 reps · (813) 251-9095 · sfgtampa.com
ComplianceCustodian
65
CHIRON CAPITAL MANAGEMENT, LLC now reports custody of client assets ($20.4M). IAPD ↗
$242.6M RAUM · 1 reps · 850-775-1939 · chironcapital.com
ComplianceCustodian
65
GROWSTRONG WEALTH STRATEGIES now reports custody of client assets ($14.1M). IAPD ↗
$127.0M RAUM · 3 reps · 866-535-2774
ComplianceCustodian
65
DRIVEN INVESTMENTS LLC now reports custody of client assets ($9.2M). IAPD ↗
$239.2M RAUM · 8 reps · 844-932-3272
ComplianceCustodian
65
DIRECT FINANCIAL CARE now reports custody of client assets ($38.9M). IAPD ↗
$232.6M RAUM · 2 reps · 608-630-7974 · directfinancialcare.com
ComplianceCustodian
65
DIAMOND CLIENT GROUP, LLC now reports custody of client assets ($122.0M). IAPD ↗
$185.8M RAUM · 11 reps · 832-319-1555
ComplianceCustodian
65
VILGA FINANCIAL PLANNING LLC now reports custody of client assets ($8.2M). IAPD ↗
$169.3M RAUM · 2 reps · (201) 300-6097 · vilga.com
ComplianceCustodian
65
CURTIS WEALTH MANAGEMENT LLC now reports custody of client assets ($20.1M). IAPD ↗
$148.5M RAUM · 2 reps · 702-720-3551
ComplianceCustodian
65
TARGET ROCK WEALTH MANAGEMENT, LLC now reports custody of client assets ($8.6M). IAPD ↗
$94.0M RAUM · 4 reps · 914-580-4530
ComplianceCustodian
65
AXIOM WEALTH STRATEGIES, LLC now reports custody of client assets ($15.8M). IAPD ↗
$124.7M RAUM · 2 reps · 541-389-7777
ComplianceCustodian
65
J.M. ARBOUR, LLC now reports custody of client assets ($75.7M). IAPD ↗
$183.2M RAUM · 10 reps · (207) 248-6767 · jmarbour.com
ComplianceCustodian
65
INTEGRITY FINANCIAL ADVISORS, LLC now reports custody of client assets ($147,944). IAPD ↗
$134.9M RAUM · 8 reps · 978-338-4830 · integrityfa.com
ComplianceCustodian
65
CROSS BORDER FINANCIAL PLANNING USA LLC now reports custody of client assets ($34.7M). IAPD ↗
$147.2M RAUM · 3 reps · 267-946-1099
ComplianceCustodian
65
BEACON ASSOCIATES WEALTH MANAGEMENT, LLC now reports custody of client assets ($28.4M). IAPD ↗
$101.1M RAUM · 3 reps · 419-482-0280
ComplianceCustodian
65
CONWAY PARTNERS now reports custody of client assets ($14.9M). IAPD ↗
$166.3M RAUM · 2 reps · 775-971-8392 · conwaypartners.com
ComplianceCustodian
65
ONESOURCE WEALTH MANAGEMENT now reports custody of client assets ($1.6M). IAPD ↗
$149.8M RAUM · 2 reps · 9169673500 · wisemoneyguys.com
ComplianceCustodian
65
SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC now reports custody of client assets ($14.2M). IAPD ↗
$127.7M RAUM · 1 reps · 434-414-1477
ComplianceCustodian
65
RBG WEALTH ADVISORS LLC now reports custody of client assets ($27.8M). IAPD ↗
$154.8M RAUM · 4 reps · 901-244-2980
ComplianceCustodian
65
10ELMS LLP now reports custody of client assets ($54.3M). IAPD ↗
$120.6M RAUM · 3 reps · 918-812-7998 · 10elms.com
ComplianceCustodian
65
LUMIDA WEALTH MANAGEMENT LLC now reports custody of client assets ($55.1M). IAPD ↗
$132.8M RAUM · 4 reps · (917) 541-0170
ComplianceCustodian
65
PELTOMA CAPITAL PARTNERS now reports custody of client assets ($141.0M). IAPD ↗
$168.9M RAUM · 2 reps · 937-416-5966
ComplianceCustodian
65
WILLOW now reports custody of client assets ($17.0M). IAPD ↗
$127.6M RAUM · 4 reps · (479) 709-3949
ComplianceCustodian
65
PACIFIC PEAK ADVISORS, LLC now reports custody of client assets ($151,000). IAPD ↗
$223.7M RAUM · 2 reps · 949-737-2626 · pacificpeakadvisors.com
ComplianceCustodian
65
RIGDEN CAPITAL STRATEGIES now reports custody of client assets ($5.0M). IAPD ↗
$130.1M RAUM · 6 reps · 303-351-1618
ComplianceCustodian
65
WATERCOLOR FINANCIAL now reports custody of client assets ($12.5M). IAPD ↗
$234.8M RAUM · 3 reps · 512-250-1544 · watercolorfinancial.com
ComplianceCustodian
65
44 NORTH CAPITAL, LLC now reports custody of client assets ($16.4M). IAPD ↗
$125.1M RAUM · 2 reps · 802-300-0614 · 44ncap.com
ComplianceCustodian
65
AZURA PARTNERS US LLC now reports custody of client assets ($76.0M). IAPD ↗
$71.3M RAUM · 6 reps · 347-249-2369 · azura.com
ComplianceCustodian
65
GENESIS FINANCIAL GROUP, LLC now reports custody of client assets ($20.0M). IAPD ↗
$171.3M RAUM · 1 reps · 551-284-4023 · genesisfinancialgroupllc.com
ComplianceCustodian
65
1015 CAPITAL PARTNERS, LLC now reports custody of client assets ($8.2M). IAPD ↗
$150.4M RAUM · 2 reps · 610-574-7036 · 1015capitalpartners.com
ComplianceCustodian
65
PROMETHIUM now reports custody of client assets ($107.8M). IAPD ↗
$235.3M RAUM · 4 reps · 202-978-2519 · promethiumadvisors.com
ComplianceCustodian
65
MERKKURI WEALTH ADVISORS LLC now reports custody of client assets ($22.9M). IAPD ↗
$204.1M RAUM · 3 reps · 516-268-3446
ComplianceCustodian
65
BASSAM WEALTH MANAGEMENT, LLC now reports custody of client assets ($7.1M). IAPD ↗
$241.0M RAUM · 1 reps · (561) 494-6391 · bassamwealthmanagement.com
ComplianceCustodian
65
BLUE BEAR FINANCIAL, LLC now reports custody of client assets ($26). IAPD ↗
$147.4M RAUM · 3 reps · 843-654-1377
ComplianceCustodian
65
MAYNERICH FINANCIAL now reports custody of client assets ($7.7M). IAPD ↗
$122.5M RAUM · 2 reps · 217-965-5796 · richinwisdom.com
ComplianceCustodian
65
PLANWISER FINANCIAL now reports custody of client assets ($27.9M). IAPD ↗
$169.1M RAUM · 2 reps · 719-822-0808 · planwiser.com
ComplianceCustodian
65
HARBORFRONT FINANCIAL GROUP now reports custody of client assets ($22.5M). IAPD ↗
$149.0M RAUM · 4 reps · 231-843-1516 · custerfinancialadvisors.com
ComplianceCustodian
65
SERENITY CAPITAL ADVISORS INC. now reports custody of client assets ($7.6M). IAPD ↗
$64.3M RAUM · 1 reps · 1-877-975-3383 · serenitycapadvisors.com
ComplianceCustodian
65
GBG WEALTH MANAGEMENT LLC now reports custody of client assets ($207,991). IAPD ↗
$23.8M RAUM · 3 reps · 303-708-1640 · wealthgbg.com
ComplianceCustodian
65
APEX INVESTMENT GROUP now reports custody of client assets ($50.5M). IAPD ↗
$211.1M RAUM · 3 reps · 7743510805
ComplianceCustodian
65
GAINSPOLETTI WEALTH PLANNERS now reports custody of client assets ($9.7M). IAPD ↗
$127.0M RAUM · 3 reps · 662-843-6090 · gainspoletti.com
ComplianceCustodian
65
LUNIN-PACK PLANNING AND ADVICE, LLC now reports custody of client assets ($423,524). IAPD ↗
$32.4M RAUM · 2 reps · 845-265-4300 · lunin-pack.com
ComplianceCustodian
65
ARIA WEALTH PARTNERS now reports custody of client assets ($30.7M). IAPD ↗
$112.3M RAUM · 2 reps · 434-338-6840 · ariawealthpartners.com
ComplianceCustodian
65
CEDARWOOD WEALTH now reports custody of client assets ($77.7M). IAPD ↗
$213.4M RAUM · 3 reps · 303-351-6245 · cedarwoodwealth.com
ComplianceCustodian
65
CEDRUS WEALTH GROUP now reports custody of client assets ($15.3M). IAPD ↗
$217.8M RAUM · 4 reps · 763-400-3224 · cedruswealthgroup.com
ComplianceCustodian
65
ALTERIS CAPITAL PARTNERS, LLC now reports custody of client assets ($12.9M). IAPD ↗
$139.5M RAUM · 3 reps · 832-649-8111
ComplianceCustodian
65
ROOTED FINANCIAL GROUP, LLC now reports custody of client assets ($46.1M). IAPD ↗
$108.7M RAUM · 2 reps · 503-207-2067
ComplianceCustodian
65
WLTH CAPITAL MANAGEMENT, LLC now reports custody of client assets ($36.1M). IAPD ↗
$229.8M RAUM · 2 reps · 480-795-4475 · wlthcapitalmanagement.com
ComplianceCustodian
65
LEGEND CAPITAL now reports custody of client assets ($240.3M). IAPD ↗
$240.2M RAUM · 1 reps · (212) 606-2326 · legendcap.com
ComplianceCustodian
65
INTEGRATIVE PLANNING, INC. now reports custody of client assets ($101.4M). IAPD ↗
$101.4M RAUM · 3 reps · (704) 947-8444 · myintegrativeplanning.com
ComplianceCustodian
65
SLEDGE AND COMPANY WEALTH ADVISORS now reports custody of client assets ($37.8M). IAPD ↗
$183.4M RAUM · 4 reps · 336-889-3013 · sledgeandcompany.com
ComplianceCustodian
65
STONE LOFT WEALTH MANAGEMENT LLC now reports custody of client assets ($69.2M). IAPD ↗
$138.6M RAUM · 1 reps · (610) 812-9867 · stoneloftwm.com
ComplianceCustodian
65
ROTHWELL INVESTMENT ADVISORS now reports custody of client assets ($80.9M). IAPD ↗
$187.7M RAUM · 3 reps · 978-594-8828 · maitlandfinancialgroup.com
ComplianceCustodian
65
LEGACY ROAD FAMILY OFFICES now reports custody of client assets ($1.6M). IAPD ↗
$117.2M RAUM · 1 reps · 917-626-1042 · legacyroad.com
ComplianceCustodian
65
XCEPTION FAMILY OFFICE now reports custody of client assets ($54.9M). IAPD ↗
$189.3M RAUM · 2 reps · 404-547-0223
ComplianceCustodian
65
COASTLINE COMPLETE WEALTH LLC now reports custody of client assets ($184.1M). IAPD ↗
$213.6M RAUM · 2 reps · 843-379-1300 · coastlinecw.com
ComplianceCustodian
65
3ROOTS WEALTH PARTNERS LLC now reports custody of client assets ($772,135). IAPD ↗
$92.6M RAUM · 3 reps · 402-980-1525
ComplianceCustodian
65
STRUCTURE WEALTH PARTNERS LLC now reports custody of client assets ($68.2M). IAPD ↗
$68.2M RAUM · 1 reps · 407-739-5094 · structurewealth.com
ComplianceCustodian
65
MARTINWRIGHT ADVISORY, LLC now reports custody of client assets ($57.8M). IAPD ↗
$160.7M RAUM · 5 reps · 404-882-8756 · mwadvisory.com
ComplianceCustodian
65
MCKINNEY CAPITAL MANAGEMENT now reports custody of client assets ($8.5M). IAPD ↗
$246.1M RAUM · 2 reps · 713-888-0841 · retirewithmcm.com
ComplianceCustodian
65
ULTRA ADVISORY GROUP now reports custody of client assets ($47.3M). IAPD ↗
$142.6M RAUM · 1 reps · 949-590-4923 · ultraadvisorygroup.com
ComplianceCustodian
65
GRAY LION CAPITAL now reports custody of client assets ($14.0M). IAPD ↗
$7.0M RAUM · 1 reps · 480-284-0384 · graylioncapital.com
ComplianceCustodian
65
BECKETT CLARK PRIVATE WEALTH, LLC now reports custody of client assets ($25.2M). IAPD ↗
$28.6M RAUM · 1 reps · 301-708-8911 · bcprivatewealth.com
ComplianceCustodian
65
BAYTRUST WEALTH MANAGEMENT, LLC now reports custody of client assets ($22.7M). IAPD ↗
$97.7M RAUM · 1 reps · 813-820-0069 · baytrust.com
ComplianceCustodian
65
PEREON WEALTH LLC now reports custody of client assets ($8.0M). IAPD ↗
$180.6M RAUM · 1 reps · 212-606-2323
ComplianceCustodian
65
NAVIANT PARTNERS, LLC now reports custody of client assets ($46.1M). IAPD ↗
$177.3M RAUM · 2 reps · (251) 725-9977 · naviantpartners.com
ComplianceCustodian
65
PFLUEGER WEALTH now reports custody of client assets ($18.4M). IAPD ↗
$79.1M RAUM · 1 reps · 215-499-6850 · pfluegerwealth.com
ComplianceCustodian
65
HV CAPITAL MANAGEMENT now reports custody of client assets ($11.8M). IAPD ↗
$71.5M RAUM · 2 reps · 845-655-4826 · hvcapitalmanagement.com
ComplianceCustodian
65
GEVERS WEALTH MANAGEMENT now reports custody of client assets ($71.3M). IAPD ↗
$223.7M RAUM · 3 reps · 4259024840 · geverswealth.com
ComplianceCustodian
60
IM GLOBAL PARTNER FUND MANAGEMENT LLC now reports custody of client assets ($35.1M). IAPD ↗institutional
$3.97B RAUM · 4 reps · 323-372-2266
ComplianceCustodian
60
CAPACUITY LLC now reports custody of client assets ($1.57B). IAPD ↗institutional
$13.87B RAUM · 11 reps · (407) 949-6889 · capacuity.com
ComplianceCustodian
60
BLUE OWL INSURANCE SOLUTIONS now reports custody of client assets ($201.2M). IAPD ↗institutional
$25.84B RAUM · 30 reps · (212) 419-3000
ComplianceCustodian
60
AUDAX PDB MANAGEMENT COMPANY, LLC now reports custody of client assets ($985.2M). IAPD ↗institutional
$1.17B RAUM · 80 reps · 212-703-2700
ComplianceCustodian
58
CENTRAL TRUST BANK now reports custody of client assets ($554.1M). IAPD ↗institutional
$554.1M RAUM · 3 reps · 573-634-1105
ComplianceCustodian
58
TAIBER, KOSMALA & ASSOCIATES, LLC now reports custody of client assets ($716.7M). IAPD ↗institutional
$716.7M RAUM · 7 reps · 312-300-4781 · taiberkosmala.com
ComplianceCustodian
58
ANDALUSIAN CREDIT PARTNERS, LLC now reports custody of client assets ($16.2M). IAPD ↗institutional
$541.3M RAUM · 9 reps · 646-989-4070 · andalusian.com
ComplianceCustodian
58
ACADIA INFRASTRUCTURE CAPITAL LP now reports custody of client assets ($121,330). IAPD ↗institutional
$288.6M RAUM · 10 reps · 6464992075 · acadiainfrastructure.com
ComplianceCustodian
55
COURAGE CAPITAL MANAGEMENT, LLC now reports custody of client assets ($34.2M). IAPD ↗fund
$1.45B RAUM · 14 reps · 615-369-0110 · couragecap.com
ComplianceCustodian
55
ACK ASSET MANAGEMENT LLC now reports custody of client assets ($1.07B). IAPD ↗fund
$1.07B RAUM · 6 reps · 914-358-3299
ComplianceCustodian
55
HUDSON ADVISORS now reports custody of client assets ($28.26B). IAPD ↗fund
$36.39B RAUM · 112 reps · 214-754-8400 · hudson-advisors.com
ComplianceCustodian
55
ABACUS CAPITAL GROUP LLC now reports custody of client assets ($3.61B). IAPD ↗fund
$6.88B RAUM · 29 reps · 212.203.4960
ComplianceCustodian
55
HOUSATONIC PARTNERS now reports custody of client assets ($1.71B). IAPD ↗fund
$1.71B RAUM · 11 reps · (415) 955-9020
ComplianceCustodian
55
LBC CREDIT PARTNERS now reports custody of client assets ($4.21B). IAPD ↗fund
$3.24B RAUM · 89 reps · 215-972-8900 · cifc.com
ComplianceCustodian
55
CIFC ASSET MANAGEMENT LLC now reports custody of client assets ($4.81B). IAPD ↗fund
$44.58B RAUM · 89 reps · 786-652-3250
ComplianceCustodian
55
DAYBREAK FUND ADVISORS LLC now reports custody of client assets ($1.55B). IAPD ↗fund
$1.01B RAUM · 15 reps · 713-559-7110 · pelicanenergypartners.com
ComplianceCustodian
55
HAWK RIDGE CAPITAL MANAGEMENT LP now reports custody of client assets ($9.06B). IAPD ↗fund
$4.53B RAUM · 10 reps · 310-594-7350 · hawkridgellc.com
ComplianceCustodian
55
POINT BREAK CAPITAL MANAGEMENT LLC now reports custody of client assets ($2.04B). IAPD ↗fund
$2.04B RAUM · 11 reps · 786-226-8211 · pointbreakcm.com
ComplianceCustodian
55
PPC ENTERPRISES LLC now reports custody of client assets ($2.26B). IAPD ↗fund
$2.32B RAUM · 27 reps · 212-768-4554 · ppcenterprises.com
ComplianceCustodian
55
MOUNTAIN CAPITAL MANAGEMENT, LLC now reports custody of client assets ($2.74B). IAPD ↗fund
$1.37B RAUM · 5 reps · 713-357-9660 · mountainlp.com
ComplianceCustodian
55
ASANA PARTNERS, LP now reports custody of client assets ($8.35B). IAPD ↗fund
$8.35B RAUM · 61 reps · 704-423-1660 · asanapartners.com
ComplianceCustodian
55
JLL PARTNERS, LLC now reports custody of client assets ($5.30B). IAPD ↗fund
$7.40B RAUM · 36 reps · 212-286-8600 · jllpartners.com
ComplianceCustodian
55
INVENOMIC CAPITAL MANAGEMENT LP now reports custody of client assets ($1.09B). IAPD ↗fund
$3.39B RAUM · 7 reps · 617-729-2323
ComplianceCustodian
55
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC now reports custody of client assets ($1.73B). IAPD ↗fund
$26.70B RAUM · 41 reps · 212-720-1000 · aquarianlp.com
ComplianceCustodian
55
ACCESS HOLDINGS MANAGEMENT COMPANY LLC now reports custody of client assets ($2.27B). IAPD ↗fund
$2.27B RAUM · 23 reps · 443-836-6931 · accessholdings.com
ComplianceCustodian
55
OT RESEARCH now reports custody of client assets ($262.0M). IAPD ↗fund
$1.55B RAUM · 9 reps · 617-308-5935
ComplianceCustodian
55
TRIBE CAPITAL now reports custody of client assets ($3.44B). IAPD ↗fund
$3.44B RAUM · 10 reps · (707) 653-5302
ComplianceCustodian
55
INVESCO LOAN MANAGER, LLC now reports custody of client assets ($668.0M). IAPD ↗fund
$17.69B RAUM · 66 reps · 212 278-9000
ComplianceCustodian
55
FORGELIGHT LLC now reports custody of client assets ($1.63B). IAPD ↗fund
$1.63B RAUM · 4 reps · (305) 847-9770 · forgelight.com
ComplianceCustodian
55
OCCUDO QUANTITATIVE STRATEGIES LP now reports custody of client assets ($1.13B). IAPD ↗fund
$2.22B RAUM · 5 reps · 917-853-3286 · occudo.com
ComplianceCustodian
55
ARDMORE ROAD ASSET MANAGEMENT LP now reports custody of client assets ($139.4M). IAPD ↗fund
$2.83B RAUM · 13 reps · 646-793-6220 · ardmoreroad.com
ComplianceCustodian
55
HAVELI INVESTMENT MANAGEMENT LLC now reports custody of client assets ($3.00B). IAPD ↗fund
$6.03B RAUM · 35 reps · 512-987-7314
ComplianceCustodian
55
IMPACTASSETS CAPITAL PARTNERS PB LLC now reports custody of client assets ($24.7M). IAPD ↗fund
$2.89B RAUM · 15 reps · 855-920-2303 · impactassetscapital.com
ComplianceCustodian
55
MERIDIEM CAPITAL PARTNERS LP now reports custody of client assets ($50.9M). IAPD ↗fund
$2.15B RAUM · 10 reps · (469) 317-2120 · meridiemcapital.com
ComplianceCustodian
55
VALUE ALIGNED RESEARCH ADVISORS, LLC now reports custody of client assets ($10.38B). IAPD ↗fund
$9.14B RAUM · 6 reps · (908) 560-9207
ComplianceCustodian
55
OFS CLO MANAGEMENT II, LLC now reports custody of client assets ($41.1M). IAPD ↗fund
$1.31B RAUM · 23 reps · 847.734.2000 · ofsmanagement.com
ComplianceCustodian
55
POWER SUSTAINABLE MANAGER US, INC. now reports custody of client assets ($1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 1-514-286-8989 · powersustainable.com
ComplianceCustodian
55
OVERLAND ADVISORS, LLC now reports custody of client assets. IAPD ↗fund
$3.03B RAUM · 118 reps · 212-672-5000 · centerbridge.com
ComplianceCustodian
55
HARVEY CAPITAL PARTNERS, L.P. now reports custody of client assets ($2.51B). IAPD ↗fund
$1.26B RAUM · 10 reps · 212 970 5500
ComplianceCustodian
55
KIAN CAPITAL PARTNERS, LLC now reports custody of client assets ($875.0M). IAPD ↗fund
$1.10B RAUM · 16 reps · 704-943-2500 · kiancapital.com
ComplianceCustodian
55
UNIFI ASSET MANAGEMENT LP now reports custody of client assets ($3.13B). IAPD ↗fund
$4.30B RAUM · 6 reps · 212-351-5601 · unifiam.com
ComplianceCustodian
55
STONE POINT CREDIT INCOME ADVISER LLC now reports custody of client assets ($32.0M). IAPD ↗fund
$1.19B RAUM · 64 reps · 203-862-2900 · stonepoint.com
ComplianceCustodian
55
TALOS EURISKO ASSET MANAGEMENT LP now reports custody of client assets ($653.5M). IAPD ↗fund
$1.76B RAUM · 5 reps · (646) 849-6758 · talosfunds.com
ComplianceCustodian
55
MILITIA CAPITAL MANAGEMENT, LLC now reports custody of client assets ($1.48B). IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
ComplianceCustodian
55
NX1 CAPITAL LP now reports custody of client assets ($5.73B). IAPD ↗fund
$2.86B RAUM · 10 reps · 917-742-2739
ComplianceCustodian
55
ETERNA GROWTH PARTNERS now reports custody of client assets ($2.60B). IAPD ↗fund
$3.55B RAUM · 34 reps · 508-776-0094 · eternagrowth.com
ComplianceCustodian
53
PERMIT CAPITAL, LLC now reports custody of client assets ($982.3M). IAPD ↗fund
$491.1M RAUM · 3 reps · 610-941-5000 · permitcap.com
ComplianceCustodian
53
AC INVESTMENT MANAGEMENT LLC now reports custody of client assets ($501.9M). IAPD ↗fund
$251.0M RAUM · 3 reps · (212) 245-8200 · acimfunds.com
ComplianceCustodian
53
RESERVOIR OPERATIONS, L.P. now reports custody of client assets ($729.5M). IAPD ↗fund
$364.8M RAUM · 3 reps · 212-610-9000
ComplianceCustodian
53
AULDBRASS PARTNERS, LP now reports custody of client assets ($304.3M). IAPD ↗fund
$412.9M RAUM · 7 reps · 212-213-0243 · auldbrasspartners.com
ComplianceCustodian
53
ALIDADE CAPITAL, LLC now reports custody of client assets ($965.9M). IAPD ↗fund
$564.9M RAUM · 14 reps · 248-593-7878 · alidadecapital.com
ComplianceCustodian
53
COLONY CAPITAL INVESTMENT ADVISORS, LLC now reports custody of client assets ($336.2M). IAPD ↗fund
$336.2M RAUM · 1 reps · 561-570-4644 · digitalbridge.com
ComplianceCustodian
53
AIGH CAPITAL MANAGEMENT, LLC now reports custody of client assets ($272.9M). IAPD ↗fund
$472.7M RAUM · 4 reps · 410-415-6464
ComplianceCustodian
53
GLIDE CAPITAL now reports custody of client assets ($3.50B). IAPD ↗fund
$328.5M RAUM · 5 reps · 305-783-3316 · glideplatform.com
ComplianceCustodian
53
EDEN CAPITAL MANAGEMENT LLC now reports custody of client assets ($283.8M). IAPD ↗fund
$283.8M RAUM · 7 reps · 212-588-9000
ComplianceCustodian
53
ARETEX CAPITAL MANAGEMENT, LP now reports custody of client assets ($246.2M). IAPD ↗fund
$251.6M RAUM · 2 reps · 212-651-2260 · aretexcapital.com
ComplianceCustodian
53
SOFTVEST ADVISORS now reports custody of client assets ($1.58B). IAPD ↗fund
$788.2M RAUM · 7 reps · 325-677-6177
ComplianceCustodian
53
KARMEL CAPITAL MANAGEMENT LLC now reports custody of client assets ($354.1M). IAPD ↗fund
$636.1M RAUM · 8 reps · 858-208-3588
ComplianceCustodian
53
TURNSPIRE CAPITAL PARTNERS LLC now reports custody of client assets ($1.02B). IAPD ↗fund
$508.9M RAUM · 7 reps · 646-558-1617 · turnspirecap.com
ComplianceCustodian
53
MIRI CAPITAL MANAGEMENT LLC now reports custody of client assets ($929.7M). IAPD ↗fund
$929.7M RAUM · 7 reps · 617-938-3843 · miricapital.com
ComplianceCustodian
53
TRIATOMIC CAPITAL now reports custody of client assets ($346.3M). IAPD ↗fund
$346.3M RAUM · 6 reps · 646-225-5995
ComplianceCustodian
53
SIDDHI CAPITAL, LLC now reports custody of client assets ($283.0M). IAPD ↗fund
$303.7M RAUM · 8 reps · 1 (347) 318-2297
ComplianceCustodian
53
SATURN FIVE ADVISORS LLC now reports custody of client assets ($1.11B). IAPD ↗fund
$556.1M RAUM · 3 reps · 720-314-8373 · saturnfive.com
ComplianceCustodian
53
GOOD SPRINGS CAPITAL now reports custody of client assets ($1.36B). IAPD ↗fund
$677.9M RAUM · 6 reps · 646-989-4050 · goodspringscap.com
ComplianceCustodian
53
NEW WAVE LOANS RESIDENTIAL, LLC now reports custody of client assets ($1.57B). IAPD ↗fund
$787.4M RAUM · 2 reps · (305) 512-1124 · newwaveloans.com
ComplianceCustodian
53
ISQ OPENINFRA REGISTERED ADVISOR LLC now reports custody of client assets ($696.2M). IAPD ↗fund
$348.1M RAUM · 113 reps · 786-693-5781
ComplianceCustodian
53
ELDRIDGE GP1 ADVISERS now reports custody of client assets. IAPD ↗fund
$510.0M RAUM · 110 reps · (212) 895-2000 · eldridge.com
ComplianceCustodian
53
CIFC PRIVATE CREDIT MANAGEMENT LLC now reports custody of client assets ($413.4M). IAPD ↗fund
$289.9M RAUM · 89 reps · 786-652-3250 · cifc.com
ComplianceCustodian
53
CC CAPITAL INSURANCE ADVISORS LLC now reports custody of client assets. IAPD ↗fund
$937.4M RAUM · 1 reps · 212-355-5515 · cc.capital
ComplianceCustodian
53
A-STREET MANAGEMENT LP now reports custody of client assets ($1.06B). IAPD ↗fund
$530.0M RAUM · 5 reps · 307-413-4592 · astreet.com
ComplianceCustodian
53
WILLIS ASSET FINANCE MANAGEMENT LLC now reports custody of client assets ($698.0M). IAPD ↗fund
$349.0M RAUM · 15 reps · (561) 349-9989
ComplianceCustodian
53
VALUEQUEST ADVISERS, LLC now reports custody of client assets ($400.8M). IAPD ↗fund
$400.8M RAUM · 4 reps · 732-673-1956
ComplianceCustodian
50
BARINGTON COMPANIES INVESTORS, LLC now reports custody of client assets ($172.9M). IAPD ↗fund
$172.9M RAUM · 5 reps · 212-974-5710 · barington.com
ComplianceCustodian
50
SAF ADVISORS LLC now reports custody of client assets ($239.5M). IAPD ↗fund
$240.1M RAUM · 2 reps · 212-202-2800 · subscribeplatform.com
ComplianceCustodian
50
JLL PARTNERS FCH, INC. now reports custody of client assets ($131.9M). IAPD ↗fund
$132.4M RAUM · 2 reps · 212-286-8600
ComplianceCustodian
50
IMPACT ENGINE now reports custody of client assets ($151.2M). IAPD ↗fund
$244.5M RAUM · 6 reps · 872-228-5197
ComplianceCustodian
50
FEENIX VENTURE PARTNERS, LLC now reports custody of client assets ($175.5M). IAPD ↗fund
$175.5M RAUM · 5 reps · 646-902-6645 · feenixpartners.com
ComplianceCustodian
50
GRAYSCALE ADVISORS now reports custody of client assets ($14.4M). IAPD ↗fund
$60.6M RAUM · 27 reps · 212-668-1427 · grayscale.com
ComplianceCustodian
50
SF ADVISERS, LLC now reports custody of client assets ($172.5M). IAPD ↗fund
$172.5M RAUM · 24 reps · 617-939-9900
ComplianceCustodian
50
CONNETIC VENTURES now reports custody of client assets ($500,000). IAPD ↗fund
$38.6M RAUM · 4 reps · 859-201-6235 · conneticventures.com
ComplianceCustodian
50
KRANE CAPITAL MANAGEMENT, LLC now reports custody of client assets ($14.2M). IAPD ↗fund
$48.4M RAUM · 12 reps · 212-933-0393 · kranecapitalmanagement.com
ComplianceCustodian
50
INTELLIGENT ALPHA LLC now reports custody of client assets ($10.0M). IAPD ↗fund
$27.0M RAUM · 1 reps · 215-469-1717 · intelligentalpha.co
ComplianceCustodian
50
TWO PARKS CAPITAL LLC now reports custody of client assets ($349.2M). IAPD ↗fund
$174.6M RAUM · 5 reps · 1-212-207-6820
ComplianceCustodian
50
ELDRIDGE SME ADVISERS now reports custody of client assets ($46.6M). IAPD ↗fund
$200.9M RAUM · 110 reps · (212) 895-2000 · eldridge.com
ComplianceCustodian
50
BLANTYRE CAPITAL US LLC now reports custody of client assets ($36.0M). IAPD ↗fund
$101.6M RAUM · 3 reps · +44 (20) 7534 0450 · blantyrecapital.com
ComplianceCustodian
50
OEW INVESTMENT ADVISORS LP now reports custody of client assets. IAPD ↗fund
$0 RAUM · 2 reps · 682-427-0250 · oewadvisors.com
ComplianceCustodian
40
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL now reports custody of client assets ($1.96B). IAPD ↗foreign
$621.02B RAUM · 412 reps · 44-207-774-1000 · am.gs.com
ComplianceCustodian
40
GAM LONDON LIMITED now reports custody of client assets ($8.27B). IAPD ↗foreign
$9.42B RAUM · 11 reps · 44-20-7493-9990
ComplianceCustodian
40
FULCRUM ASSET MANAGEMENT LLP now reports custody of client assets ($9.65B). IAPD ↗foreign
$69.09B RAUM · 39 reps · 44-20-7016-6450 · fulcrumasset.com
ComplianceCustodian
40
MONTRUSCO BOLTON INVESTMENTS INC. now reports custody of client assets ($3.10B). IAPD ↗foreign
$12.93B RAUM · 16 reps · 1-514-842-6464 · montruscobolton.com
ComplianceCustodian
38
WILLING CAPITAL MANAGEMENT LIMITED now reports custody of client assets ($806.3M). IAPD ↗foreign
$806.3M RAUM · 7 reps · +852 39791800
ComplianceCustodian
35
DRAGON CAPITAL MANAGEMENT (HK) LIMITED now reports custody of client assets ($160.9M). IAPD ↗foreign
$168.3M RAUM · 1 reps · 85239798100 · dragoncapital.com
ComplianceCustodian
35
SYGNUS CAPITAL SL LIMITED now reports custody of client assets ($134.0M). IAPD ↗foreign
$67.0M RAUM · 2 reps · (758) 731-3500
ComplianceCustodian
35
TANCOOK INVESTMENT MANAGEMENT LIMITED now reports custody of client assets ($27.3M). IAPD ↗foreign
$27.5M RAUM · 4 reps · (647) 338-1915 · tancookinvestment.com
ComplianceCustodian
35
MOSAIC CAPITAL INC. now reports custody of client assets ($150.0M). IAPD ↗foreign
$75.1M RAUM · 4 reps · 61 468 465 309 · msc.xyz
ComplianceCustodian
website changed — 180 Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
30
ASHTON THOMAS SECURITIES, LLC changed its website from excelsecurities.com to ashtonthomaspw.com. IAPD ↗
$1.86B RAUM · 26 reps · 800-323-3746 · ashtonthomaspw.com
Marketing & brand
30
RICHMOND CAPITAL MANAGEMENT INC changed its website from richmondcapitalmanagement.com to richmondcap.com. IAPD ↗
$5.93B RAUM · 10 reps · 804-379-8280 · richmondcap.com
Marketing & brand
30
FAMILY MANAGE LLC changed its website from seymourzises.com to familymanage.com. IAPD ↗
$5.31B RAUM · 23 reps · 212-872-9600 · familymanage.com
Marketing & brand
30
HIRTLE & CO., LLC changed its website from hirtlecallaghan.com to hirtle.com. IAPD ↗
$25.41B RAUM · 48 reps · 610-828-7200 · hirtle.com
Marketing & brand
30
CHOATE INVESTMENT ADVISORS changed its website from choateia.com to choatewealth.com. IAPD ↗
$10.05B RAUM · 20 reps · 617-973-4900 · choatewealth.com
Marketing & brand
30
RETIREMENT INVESTMENT ADVISORS INC changed its website from theretirementpath.com to retirementinvestmentadvisors.com. IAPD ↗
$1.49B RAUM · 8 reps · 405-842-3443 · retirementinvestmentadvisors.com
Marketing & brand
30
THE BURNEY COMPANY changed its website from burney.com to burneyadvisorservices.com. IAPD ↗
$3.59B RAUM · 42 reps · 866-928-7639 · burneyadvisorservices.com
Marketing & brand
30
ORANGE INVESTMENT ADVISORS, INC. changed its website from hviaonline.com to orangeinvestmentadvisors.com. IAPD ↗
$1.67B RAUM · 8 reps · 845-294-6127 · orangeinvestmentadvisors.com
Marketing & brand
30
LOGAN CAPITAL MANAGEMENT, INC. changed its website from logancapitalfunds.com to logancapital.com. IAPD ↗
$3.10B RAUM · 15 reps · 215-569-1100 · logancapital.com
Marketing & brand
30
GREAT LAKES ADVISORS, LLC changed its website from greatlakesadvisors.com to wintrustwealth.com. IAPD ↗
$16.16B RAUM · 37 reps · 312-431-1700 · wintrustwealth.com
Marketing & brand
30
MORA CAPITAL MANAGEMENT, LLC changed its website from borealcm.com to moracm.com. IAPD ↗
$1.90B RAUM · 29 reps · 305-459-5400 · moracm.com
Marketing & brand
30
CONSOLIDATED PORTFOLIO REVIEW CORP changed its website from hewittplanningservices.com to martinsonstolleradvisors.com. IAPD ↗
$1.59B RAUM · 47 reps · 631-845-5100 · martinsonstolleradvisors.com
Marketing & brand
30
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. changed its website from ebenefitspep.401ksite.com to engage401kportal.com. IAPD ↗
$4.97B RAUM · 3 reps · 561-241-9244 · engage401kportal.com
Marketing & brand
30
SWAN GLOBAL INVESTMENTS, LLC changed its website from swandefinedriskfunds.com to etfs.swanglobalinvestments.com. IAPD ↗
$2.39B RAUM · 5 reps · 970-382-8901 · etfs.swanglobalinvestments.com
Marketing & brand
30
SYNERGY ASSET MANAGEMENT, LLC changed its website from advisorempowerment.com to samadvisortech.com. IAPD ↗
$1.30B RAUM · 10 reps · 206-386-5455 · samadvisortech.com
Marketing & brand
30
CERTIFIED ADVISORY CORP changed its website from apgplanning.com to financialgroup.com. IAPD ↗
$3.04B RAUM · 20 reps · 407-869-9800 · financialgroup.com
Marketing & brand
30
PRUDENT INVESTOR ADVISORS, LLC changed its website from workira.com to prudentllc.com. IAPD ↗
$1.30B RAUM · 4 reps · 866-446-1848 · prudentllc.com
Marketing & brand
30
AVIDIAN WEALTH SOLUTIONS changed its website from retirementsurvivalguide.com to avidianwealth.com. IAPD ↗
$4.76B RAUM · 36 reps · 281-822-8800 · avidianwealth.com
Marketing & brand
30
BASSO CAPITAL MANAGEMENT, L.P. changed its website from bassofamilyoffice.com to bassocap.com. IAPD ↗
$2.56B RAUM · 6 reps · 203 352-6100 · bassocap.com
Marketing & brand
30
SPROTT ASSET MANAGEMENT USA INC. changed its website from sprottusa.com to sprott.com. IAPD ↗
$10.12B RAUM · 35 reps · 203-656-2400 · sprott.com
Marketing & brand
30
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC changed its website from focusfinancialpartners.com to myadvisorcenter.com. IAPD ↗
$36.41B RAUM · 46 reps · 314-725-0455 · myadvisorcenter.com
Marketing & brand
30
WALLINGTON ASSET MANAGEMENT changed its website from wallingtonasset.com to wallington.com. IAPD ↗
$1.32B RAUM · 8 reps · 317-575-8670 · wallington.com
Marketing & brand
30
WINTHROP CAPITAL MANAGEMENT changed its website from winthropcm.com to winthropis.com. IAPD ↗
$3.97B RAUM · 9 reps · 317-663-7500 · winthropis.com
Marketing & brand
30
HOLLOW BROOK WEALTH MANAGEMENT LLC changed its website from hollowbrookllc.com to hbwmllc.com. IAPD ↗
$1.37B RAUM · 4 reps · 212-364-1848 · hbwmllc.com
Marketing & brand
30
SEACREST WEALTH MANAGEMENT, LLC changed its website from stantongwp.com to seacrestwm.com. IAPD ↗
$1.53B RAUM · 36 reps · 914-502-1900 · seacrestwm.com
Marketing & brand
30
C2 PRIVATE WEALTH changed its website from retirementplanningedu.com to c2privatewealth.com. IAPD ↗
$1.82B RAUM · 11 reps · 248-567-6688 · c2privatewealth.com
Marketing & brand
30
MARINER changed its website from baystatewealth.com to mmas.mariner.com. IAPD ↗
$2.77B RAUM · 7 reps · 9139045700 · mmas.mariner.com
Marketing & brand
30
SUMMIT GLOBAL INVESTMENTS, LLC changed its website from sgimutualfunds.com to silvx.com. IAPD ↗
$2.29B RAUM · 8 reps · 888-251-4847 · silvx.com
Marketing & brand
30
MSH CAPITAL ADVISORS LLC changed its website from buchanancapitalinc.com to candorwealthadvisors.com. IAPD ↗
$1.35B RAUM · 14 reps · 480-563-2021 · candorwealthadvisors.com
Marketing & brand
30
CGN ADVISORS, LLC changed its website from fairwindsadvice.com to stowersfinancialplanning.com. IAPD ↗
$1.60B RAUM · 41 reps · 910-333-6659 · stowersfinancialplanning.com
Marketing & brand
30
TREBUCHET CONSULTING, LLC changed its website from trebuchetconsulting.com to trebuchetconsultingllc.com. IAPD ↗
$1.08B RAUM · 7 reps · 412-388-0715 · trebuchetconsultingllc.com
Marketing & brand
30
NORTHWEST FINANCIAL ADVISORS LLC changed its website from jvaladez.nwfllc.com to rtholden.nwfllc.com. IAPD ↗
$1.24B RAUM · 31 reps · 703-810-1072 · rtholden.nwfllc.com
Marketing & brand
30
GOLDEN STATE WEALTH MANAGEMENT, LLC changed its website from rwmadvisors.com to buroakwm.com. IAPD ↗
$2.22B RAUM · 45 reps · 866.273.1563 · buroakwm.com
Marketing & brand
30
ALLY INVEST ADVISORS changed its website from cloud.email.ally.com to ally.com. IAPD ↗
$1.73B RAUM · 8 reps · 855-880-2559 · ally.com
Marketing & brand
30
SWAN GLOBAL MANAGEMENT changed its website from swanwealthadvisors.com to etfs.swanglobalinvestments.com. IAPD ↗
$2.39B RAUM · 3 reps · 970-382-9055 · etfs.swanglobalinvestments.com
Marketing & brand
30
CAPTRUST WEALTH ADVISORS changed its website from ctfa.com to ctwealth.com. IAPD ↗
$2.00B RAUM · 20 reps · (616) 392-5332 · ctwealth.com
Marketing & brand
30
FIRST NATIONAL ADVISERS, LLC changed its website from privatewealthreserve.com to fnbo.com. IAPD ↗
$7.37B RAUM · 20 reps · (800) 538-7298 · fnbo.com
Marketing & brand
30
CONTINUUM ADVISORY, LLC changed its website from lentinifinancialadvisory.com to clarkstreetfinancial.com. IAPD ↗
$1.91B RAUM · 32 reps · 2084171933 · clarkstreetfinancial.com
Marketing & brand
30
MG&A WEALTH changed its website from mgawealth.com to meggreen.com. IAPD ↗
$1.02B RAUM · 6 reps · 954-289-9000 · meggreen.com
Marketing & brand
30
TOWNSQUARE CAPITAL, LLC changed its website from orion.com to townsquarecapital.com. IAPD ↗
$18.07B RAUM · 17 reps · 385-375-8650 · townsquarecapital.com
Marketing & brand
30
ACCURATE WEALTH MANAGEMENT, LLC changed its website from breezefinancialllc.com to providentwealthllc.com. IAPD ↗
$1.71B RAUM · 47 reps · 813-994-0984 · providentwealthllc.com
Marketing & brand
30
GUARDIAN WEALTH ADVISORS, LLC changed its website from silowealth.com to valleypeakfinancial.com. IAPD ↗
$2.74B RAUM · 30 reps · 919-249-1810 · valleypeakfinancial.com
Marketing & brand
30
THEPARTNERS WEALTH MANAGEMENT changed its website from worthfinancialsolutions.com to wilkinswealthmanagement.com. IAPD ↗
$1.18B RAUM · 31 reps · 800-324-3010 · wilkinswealthmanagement.com
Marketing & brand
30
TITLEIST ASSET MANAGEMENT, LLC changed its website from paragonpwg.com to mosaicfinancialadvisers.com. IAPD ↗
$2.66B RAUM · 25 reps · 210-826-2424 · mosaicfinancialadvisers.com
Marketing & brand
30
PORTSIDE WEALTH GROUP, LLC changed its website from frontieradvisorgroup.com to cache-financial.com. IAPD ↗
$1.43B RAUM · 47 reps · 385-412-1222 · cache-financial.com
Marketing & brand
30
BURLING WEALTH PARTNERS changed its website from burlingwealthpartners.com to burlingwp.com. IAPD ↗
$1.00B RAUM · 7 reps · 1-312-825-0262 · burlingwp.com
Marketing & brand
30
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC changed its website from fscreit.com to podcastaddict.com. IAPD ↗
$3.21B RAUM · 10 reps · 215-220-6651 · podcastaddict.com
Marketing & brand
28
BCG SECURITIES, INC. changed its website from accapitalmanagement.com to bcgsecurities.com. IAPD ↗
$894.2M RAUM · 33 reps · 856-393-1950 · bcgsecurities.com
Marketing & brand
28
FSB PREMIER WEALTH MANAGEMENT, INC. changed its website from fsbfs.com to fsbpremier.com. IAPD ↗
$431.7M RAUM · 10 reps · 319-235-6561 · fsbpremier.com
Marketing & brand
28
WALL CAPITAL GROUP, INC. changed its website from wallwealthadvisors.com to wallcapitalgroup.com. IAPD ↗
$294.7M RAUM · 3 reps · 623-242-6332 · wallcapitalgroup.com
Marketing & brand
28
EVANS CAPITAL MANAGEMENT ASSOCIATES changed its website from rlevansco.net to rlevansco.com. IAPD ↗
$545.0M RAUM · 3 reps · 425-455-0501 · rlevansco.com
Marketing & brand
28
NOVAK & POWELL FINANCIAL SERVICES, INC. changed its website from novakpowell.com to carrteam.com. IAPD ↗
$359.5M RAUM · 7 reps · 727-451-3440 · carrteam.com
Marketing & brand
28
AMERICAN MONEY MANAGEMENT, LLC changed its website from americanmoneymanagement.com to divorcefinancialconsulting.com. IAPD ↗
$844.0M RAUM · 11 reps · 858-755-0909 · divorcefinancialconsulting.com
Marketing & brand
28
SHEARWATER CAPITAL changed its website from shearwatercapital.com to shearcap.com. IAPD ↗
$427.3M RAUM · 4 reps · 314-434-4750 · shearcap.com
Marketing & brand
28
MUSTARD SEED WEALTH MANAGEMENT changed its website from mustardseedfinancial.com to msfwm.com. IAPD ↗
$449.4M RAUM · 9 reps · 870-234-1618 · msfwm.com
Marketing & brand
28
VESTGEN INVESTMENT MANAGEMENT changed its website from hanlonfunds.com to vgimfunds.com. IAPD ↗
$786.6M RAUM · 16 reps · 609-601-1200 · vgimfunds.com
Marketing & brand
28
PRUFID FINANCIAL ADVISORS LLC changed its website from altruistfa.com to prufidfa.com. IAPD ↗
$358.0M RAUM · 1 reps · 269-857-2743 · prufidfa.com
Marketing & brand
28
MILLER CAPITAL changed its website from millercapital.com [website] to millercapital.com. IAPD ↗
$311.6M RAUM · 2 reps · 248-901-1650 · millercapital.com
Marketing & brand
28
OAKBOURNE ADVISORS changed its website from nstarinvest.com to oakbourneadvisors.com. IAPD ↗
$347.9M RAUM · 8 reps · 908-850-9991 · oakbourneadvisors.com
Marketing & brand
28
MADISON ADVISORY SERVICES, INC. changed its website from madisonplanning.net to madisonplanning.com. IAPD ↗
$509.7M RAUM · 11 reps · 914-328-8558 · madisonplanning.com
Marketing & brand
28
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC changed its website from gardenstatesecurities.com to cluwealthadvisors.com. IAPD ↗
$673.8M RAUM · 29 reps · 732-280-6886 · cluwealthadvisors.com
Marketing & brand
28
CL WEALTH MANAGEMENT LLC changed its website from cuprosper.com to leadingedgefinancialgroup.com. IAPD ↗
$733.6M RAUM · 39 reps · 212-388-6200 · leadingedgefinancialgroup.com
Marketing & brand
28
GBM WEALTH MANAGEMENT, INC. changed its website from gbmwealth.com to gbminvestor.com. IAPD ↗
$346.4M RAUM · 8 reps · (281) 745-9100 · gbminvestor.com
Marketing & brand
28
CAPE INVESTMENT ADVISORY, INC. changed its website from glacierwealthmanagement.com to blfgonline.com. IAPD ↗
$473.7M RAUM · 28 reps · 678-583-1120 · blfgonline.com
Marketing & brand
28
NOVA FINANCIAL SERVICES changed its website from yourfuturebynova.com to arizonafinancialplan.com. IAPD ↗
$469.4M RAUM · 7 reps · 520-745-5555 · arizonafinancialplan.com
Marketing & brand
28
SOUTHLAND EQUITY PARTNERS, LLC. changed its website from grpwealthstrategies.com to longfinancialservices.com. IAPD ↗
$891.5M RAUM · 21 reps · 770.998.5879 · longfinancialservices.com
Marketing & brand
28
WORTH ADVISORS changed its website from coachnetworth.com to worthadvisors.com. IAPD ↗
$280.7M RAUM · 7 reps · 704-731-0121 · worthadvisors.com
Marketing & brand
28
VINCI PARTNERS USA changed its website from vincipartners.com to vincicompass.com. IAPD ↗
$327.0M RAUM · 6 reps · 1 646 559 8000 · vincicompass.com
Marketing & brand
28
PARAGON FINANCIAL SERVICES changed its website from investparagon.com to paragonfinancial.com. IAPD ↗
$383.7M RAUM · 4 reps · 804-673-8888 · paragonfinancial.com
Marketing & brand
28
REBEL FINANCIAL, LLC changed its website from auditmy401k.com to careers.rebelfinancial.com. IAPD ↗
$370.5M RAUM · 6 reps · 614-441-9605 · careers.rebelfinancial.com
Marketing & brand
28
EVERMONT WEALTH changed its website from feeonlynetwork.com to letsmakeaplan.org. IAPD ↗
$333.9M RAUM · 3 reps · 909-296-7977 · letsmakeaplan.org
Marketing & brand
28
LUKEN INVESTMENT ANALYTICS, LLC changed its website from stradynamic.com to luken.pro. IAPD ↗
$292.2M RAUM · 4 reps · (615) 550-5570 · luken.pro
Marketing & brand
28
EKS ASSOCIATES changed its website from eksassociates.com to yelp.com. IAPD ↗
$324.3M RAUM · 3 reps · 6099211016 · yelp.com
Marketing & brand
28
NATIONAL WEALTH MANAGEMENT GROUP, LLC changed its website from modelwealthgroup.com to jimlewiswm.com. IAPD ↗
$534.9M RAUM · 18 reps · 513-772-2592 · jimlewiswm.com
Marketing & brand
28
BLUE WATER ASSET MANAGEMENT changed its website from redfieldfinancialgroup.com to jaygreer.com. IAPD ↗
$428.5M RAUM · 7 reps · 616-447-1600 · jaygreer.com
Marketing & brand
28
GUGGENHEIM WEALTH SOLUTIONS, LLC changed its website from guggenheimpartners.com to guggenheiminvestments.com. IAPD ↗
$371.3M RAUM · 6 reps · 310-576-1270 · guggenheiminvestments.com
Marketing & brand
28
OASIS WEALTH PLANNING ADVISORS changed its website from oasiswealthplanning.com to oasiswealthatlanta.com. IAPD ↗
$275.9M RAUM · 7 reps · (615) 933-3314 · oasiswealthatlanta.com
Marketing & brand
28
WILLOW CREEK FINANCIAL changed its website from willowcreekfinancial..com to willowcreekfinancial.com. IAPD ↗
$528.8M RAUM · 5 reps · (858) 634-3232 · willowcreekfinancial.com
Marketing & brand
28
INDEPENDENT WEALTH NETWORK, INC. changed its website from masfinancialandtax.com to kramerwealthadvisory.com. IAPD ↗
$518.4M RAUM · 30 reps · 515-461-5123 · kramerwealthadvisory.com
Marketing & brand
28
NIA IMPACT CAPITAL changed its website from niaimpactadvisors.com to moneydoula.org. IAPD ↗
$459.0M RAUM · 4 reps · 510-319-9221 · moneydoula.org
Marketing & brand
28
MERKLE RETIREMENT PLANNING changed its website from anchor.fm to merkleplan.com. IAPD ↗
$568.8M RAUM · 10 reps · 515-278-4110 · merkleplan.com
Marketing & brand
28
CRESTMONT PRIVATE WEALTH LLC changed its website from iheart.com to linktr.ee. IAPD ↗
$363.0M RAUM · 3 reps · 8304685366 · linktr.ee
Marketing & brand
28
ONEASCENT WEALTH MANAGEMENT changed its website from oneascentwealth.com to oneascent.com. IAPD ↗
$475.6M RAUM · 12 reps · 205-313-9142 · oneascent.com
Marketing & brand
28
TACTIVE ADVISORS, LLC changed its website from pcliftonfinancial.com to tactivewealth.com. IAPD ↗
$619.0M RAUM · 14 reps · 855-282-2848 · tactivewealth.com
Marketing & brand
28
ALTURA WEALTH ADVISORS INC. changed its website from harperinvesting.com to alturawealthadvisors.com. IAPD ↗
$250.1M RAUM · 4 reps · 408-642-1322 · alturawealthadvisors.com
Marketing & brand
28
OPTIMA CAPITAL LLC changed its website from optimacapitalllc.com to premier.network. IAPD ↗
$379.8M RAUM · 7 reps · 503-270-1314 · premier.network
Marketing & brand
28
BLUEPRINT FINANCIAL ADVISORS changed its website from bluegrasscapadv.com to fulcrumwealth.com. IAPD ↗
$966.6M RAUM · 28 reps · 844-200-2568 · fulcrumwealth.com
Marketing & brand
28
HERITAGE WEALTH MANAGEMENT, INC. changed its website from heritage-wm.com to heritagewealthusa.com. IAPD ↗
$643.4M RAUM · 7 reps · 858-613-9191 · heritagewealthusa.com
Marketing & brand
28
724 CAPITAL, LLC changed its website from cigfinancialservices.com to 724cap.com. IAPD ↗
$258.9M RAUM · 13 reps · 517-256-4319 · 724cap.com
Marketing & brand
28
ADVANTAGE WEALTH PARTNERS changed its website from advantageretirementgroup.com to advantagewealthpartners.com. IAPD ↗
$675.5M RAUM · 4 reps · 239-561-1155 · advantagewealthpartners.com
Marketing & brand
28
QTR FAMILY WEALTH, LLC changed its website from qtrfamilycapital.com to qtrfamily.com. IAPD ↗
$749.3M RAUM · 6 reps · 407-745-0715 · qtrfamily.com
Marketing & brand
28
PEARL PLANNING changed its website from pearlplan.com to pearlplanning.com. IAPD ↗
$329.2M RAUM · 4 reps · 734.274.6744 · pearlplanning.com
Marketing & brand
25
WESTPARK CAPITAL, INC. changed its website from meyersfinancialgroup.com to wpcapital.com. IAPD ↗
$53.1M RAUM · 11 reps · 310-843-9300 · wpcapital.com
Marketing & brand
25
BTS ASSET MANAGEMENT, INC. changed its website from btsmanagement.com to btsfunds.com. IAPD ↗
$144.8M RAUM · 4 reps · 781-863-2545 · btsfunds.com
Marketing & brand
25
CEF ADVISORS changed its website from cefadvisors.com to cefdata.com. IAPD ↗
$186.3M RAUM · 2 reps · 804-288-2482 · cefdata.com
Marketing & brand
25
TRICAPITAL WEALTH MANAGEMENT, INC. changed its website from tricapitaladviosr.com to tricapitaladvisors.com. IAPD ↗
$132.7M RAUM · 3 reps · 704-571-8778 · tricapitaladvisors.com
Marketing & brand
25
STRATEGIC PLANNING GROUP, INC. changed its website from spg1.net to spgneedham.com. IAPD ↗
$218.6M RAUM · 2 reps · 781-444-9010 · spgneedham.com
Marketing & brand
25
ECONOLOGICS FINANCIAL ADVISORS changed its website from practicetransitionassessment.com to wealthforveterinarians.com. IAPD ↗
$183.2M RAUM · 6 reps · 727-588-1540 · wealthforveterinarians.com
Marketing & brand
25
TABR CAPITAL MANAGEMENT, LLC changed its website from facebook.comtabr-capital-management-2319971614730490 to stevemedland.com. IAPD ↗
$241.2M RAUM · 2 reps · 714-704-9180 · stevemedland.com
Marketing & brand
25
WISDOM FINANCIAL PLANNING changed its website from johnboyerinc.com to wisdomfp.com. IAPD ↗
$165.6M RAUM · 3 reps · 813-254-9500 · wisdomfp.com
Marketing & brand
25
ALPHA WEALTH FUNDS, LLC changed its website from alphawealthfunds.com to theinsidersfund.com. IAPD ↗
$214.1M RAUM · 9 reps · 435-269-4100 · theinsidersfund.com
Marketing & brand
25
O'CONNOR WEALTH MANAGEMENT, INC. changed its website from oconnorwealthmgt.com to ocwealthmgt.com. IAPD ↗
$179.1M RAUM · 2 reps · 626-386-5116 · ocwealthmgt.com
Marketing & brand
25
BALANCED ROCK INVESTMENT ADVISORS changed its website from balancedrockinvestmentadvisors.com to yelp.com. IAPD ↗
$193.2M RAUM · 4 reps · 617-971-8323 · yelp.com
Marketing & brand
25
LYONS INVESTMENT MANAGEMENT changed its website from lyonsinvest.com to gnci.com. IAPD ↗
$73.1M RAUM · 2 reps · 386-775-1177 · gnci.com
Marketing & brand
25
PROFUSION PRIVATE WEALTH changed its website from profusion-financial.com to ppwadvisors.com. IAPD ↗
$175.7M RAUM · 3 reps · (314) 441-6107 · ppwadvisors.com
Marketing & brand
25
STRATACORE CAPITAL MANAGEMENT, LLC. changed its website from stratacore.net to stratacoremgmt.com. IAPD ↗
$97.0M RAUM · 2 reps · 646-846-6500 · stratacoremgmt.com
Marketing & brand
25
FC360 WEALTH MANAGEMENT, INC. changed its website from fc360.com to yelp.com. IAPD ↗
$158.2M RAUM · 1 reps · 916-379-7980 · yelp.com
Marketing & brand
25
ATWOB changed its website from atwob.com to today2b.com. IAPD ↗
$113.9M RAUM · 2 reps · (914) 302-3233 · today2b.com
Marketing & brand
25
FONTE FINANCIAL ADVISORS changed its website from fontefinancial.com to fontefinancial.org. IAPD ↗
$158.1M RAUM · 1 reps · (858) 800-4176 · fontefinancial.org
Marketing & brand
25
LAKE AVENUE FINANCIAL LLC changed its website from firstteamadvisors.com to alexchalekian.com. IAPD ↗
$154.7M RAUM · 3 reps · 626-689-2012 · alexchalekian.com
Marketing & brand
25
VEST WEALTH INC. changed its website from mivest.io to vest.investments. IAPD ↗
$400 RAUM · 1 reps · 954-600-9052 · vest.investments
Marketing & brand
25
RESNICK WEALTH ALLIANCE, LLC changed its website from resnickwealthalliance.com to resnickwealth.com. IAPD ↗
$121.1M RAUM · 2 reps · 561-453-1120 · resnickwealth.com
Marketing & brand
25
THE WEALTH BOUTIQUE changed its website from tanisfingroup.com to clarityfinsolutions.com. IAPD ↗
$120.8M RAUM · 11 reps · 908-955-0077 · clarityfinsolutions.com
Marketing & brand
25
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC changed its website from mckinleymgmt.com to mckinley-alaska.com. IAPD ↗
$206.2M RAUM · 6 reps · 907-563-4488 · mckinley-alaska.com
Marketing & brand
25
QUANTCA FINANCIAL changed its website from quantca.com to vimeo.com. IAPD ↗
$10,390 RAUM · 1 reps · 3023215022 · vimeo.com
Marketing & brand
25
ELITE WEALTH MANAGEMENT, INC. changed its website from eliteretirementgroup.com to soundcloud.com. IAPD ↗
$161.4M RAUM · 4 reps · 715-341-8899 · soundcloud.com
Marketing & brand
25
BZ WEALTH ADVISORS, LLC changed its website from bzwealth.com to bz-wealth.com. IAPD ↗
$26.0M RAUM · 6 reps · 2085084070 · bz-wealth.com
Marketing & brand
25
TE ADVISORS LLC changed its website from affinityplus.tappengine.com to tappengine.com. IAPD ↗
$10,715 RAUM · 2 reps · 617-221-6545 · tappengine.com
Marketing & brand
25
NESTVST changed its website from wealthdoorinvest.com to wealthdoor.com. IAPD ↗
$7,067 RAUM · 1 reps · 832-592-1760 · wealthdoor.com
Marketing & brand
25
RIGHTOAK ASSET MANAGEMENT, LLC changed its website from rightoakassetmanagement.com to revard.money. IAPD ↗
$111.9M RAUM · 6 reps · 517-306-4884 · revard.money
Marketing & brand
20
CATALYST STRATEGIC SOLUTIONS changed its website from catalyststrategic.org to catalystcorp.org. IAPD ↗institutional
$52.37B RAUM · 6 reps · 800-442-6427 · catalystcorp.org
Marketing & brand
20
WILMINGTON FUNDS MANAGEMENT CORPORATION changed its website from wilmingtoninvestmentmanagement.com to wilmingtontrust.com. IAPD ↗institutional
$16.08B RAUM · 34 reps · (302) 651-8118 · wilmingtontrust.com
Marketing & brand
20
CION INVESTMENT MANAGEMENT, LLC changed its website from cioninvestments.com to cionbdc.com. IAPD ↗institutional
$1.81B RAUM · 12 reps · 212-418-4700 · cionbdc.com
Marketing & brand
20
SWAN CAPITAL MANAGEMENT, LLC changed its website from swancapitalmanagment.com to swanglobalinvestments.com. IAPD ↗institutional
$1.30B RAUM · 1 reps · 970-382-8901 · swanglobalinvestments.com
Marketing & brand
20
ALGEBRIS INVESTMENTS (US) INC. changed its website from algebris.com to spreaker.com. IAPD ↗institutional
$6.94B RAUM · 4 reps · 617-648-4829 · spreaker.com
Marketing & brand
20
FS SPECIALTY LENDING ADVISOR, LLC changed its website from fsinvestments.com to fscreit.com. IAPD ↗institutional
$1.93B RAUM · 30 reps · 215-220-6651 · fscreit.com
Marketing & brand
20
VISTA CREDIT BDC MANAGEMENT, L.P. changed its website from vistacreditpartners.com to vistaequitypartners.com. IAPD ↗institutional
$1.77B RAUM · 0 reps · (212) 804-9100 · vistaequitypartners.com
Marketing & brand
20
TEMA ETFS LLC changed its website from tremaetfs.com to temaetfs.com. IAPD ↗institutional
$1.46B RAUM · 8 reps · 443-222-1771 · temaetfs.com
Marketing & brand
18
BRIDGEFRONT CAPITAL, LLC changed its website from bridgefront.capital to bridgefrontcap.com. IAPD ↗institutional
$488.5M RAUM · 5 reps · 512-623-7700 · bridgefrontcap.com
Marketing & brand
18
SAVOIR FAIRE CAPITAL MANAGEMENT, LP changed its website from savoirfairecap.com to savoirfairecapital.com. IAPD ↗institutional
$389.5M RAUM · 2 reps · 321-328-0985 · savoirfairecapital.com
Marketing & brand
15
ZAIS GROUP changed its website from zaisesg.net to zaisgroup.com. IAPD ↗fund
$5.26B RAUM · 19 reps · 732-530-3610 · zaisgroup.com
Marketing & brand
15
SAGARD PRIVATE EQUITY SOLUTIONS changed its website from peqm.com to sagard.com. IAPD ↗fund
$9.41B RAUM · 10 reps · (203) 742-2400 · sagard.com
Marketing & brand
15
CAMPBELL GLOBAL changed its website from campbellglobal.com to cglease.com. IAPD ↗fund
$6.96B RAUM · 31 reps · 503-275-9675 · cglease.com
Marketing & brand
15
TENNENBAUM CAPITAL PARTNERS, LLC changed its website from mbank.95559.com.cn to mp.weixin.qq.com. IAPD ↗fund
$3.16B RAUM · 7 reps · 310 566 1000 · mp.weixin.qq.com
Marketing & brand
15
COURAGE CAPITAL MANAGEMENT, LLC changed its website from couragecap.com (password protected) to couragecap.com. IAPD ↗fund
$1.45B RAUM · 14 reps · 615-369-0110 · couragecap.com
Marketing & brand
15
RIVERSTONE INVESTMENT GROUP LLC changed its website from riverstonellc.com to riverstonerel.com. IAPD ↗fund
$7.24B RAUM · 12 reps · 212-993-0076 · riverstonerel.com
Marketing & brand
15
PPB ADVISORS, LLC changed its website from ppbadvisors.com to ppbcapitalpartners.com. IAPD ↗fund
$4.75B RAUM · 0 reps · 484.278.4017 · ppbcapitalpartners.com
Marketing & brand
15
CHAMBERS ENERGY CAPITAL changed its website from chambersenergycap.com to chambersenergycapital.com. IAPD ↗fund
$1.41B RAUM · 4 reps · 713-554-6770 · chambersenergycapital.com
Marketing & brand
15
ROUND HILL MUSIC LP changed its website from roundhillmusic.com to ridentroyalties.com. IAPD ↗fund
$1.05B RAUM · 10 reps · 615-695-7705 · ridentroyalties.com
Marketing & brand
15
TWENTYFOUR ASSET MANAGEMENT (US) LP changed its website from am.vontobel.com to twentyfouram.com. IAPD ↗fund
$23.48B RAUM · 5 reps · 44 20 7015 8905 · twentyfouram.com
Marketing & brand
15
SIMA RETIREMENT SOLUTIONS, LLC changed its website from simaretirementsolutions.com to simafinancialgroup.com. IAPD ↗institutional
$0 RAUM · 6 reps · 804-285-5700 · simafinancialgroup.com
Marketing & brand
15
TIKEHAU CAPITAL NORTH AMERICA LLC changed its website from tikehaucapital.com to tikehaustarinfra.com. IAPD ↗fund
$5.78B RAUM · 38 reps · 212-922-3734 · tikehaustarinfra.com
Marketing & brand
15
RIDGEWOOD INFRASTRUCTURE changed its website from slideshare.net to instragram.com. IAPD ↗fund
$1.82B RAUM · 15 reps · 212-867-0050 · instragram.com
Marketing & brand
15
RRG CAPITAL MANAGEMENT LLC changed its website from renewablegroup.com to rrgcapitalmanagement.com. IAPD ↗fund
$2.94B RAUM · 27 reps · 323-936-9303 · rrgcapitalmanagement.com
Marketing & brand
15
GUGGENHEIM CORPORATE FUNDING, LLC changed its website from guggenheimpartners.com to guggenheiminvestments.com. IAPD ↗fund
$11.29B RAUM · 15 reps · 212-518-9010 · guggenheiminvestments.com
Marketing & brand
15
PLEASANT LAKE PARTNERS LLC changed its website from plpinvestors.com to plpfunds.com. IAPD ↗fund
$2.06B RAUM · 14 reps · 804-363-4458 · plpfunds.com
Marketing & brand
15
HYPATIA CAPITAL MANAGEMENT LLC changed its website from hypatiacapital.com to wceoetf.com. IAPD ↗institutional
$6.9M RAUM · 2 reps · 212-472-7500 · wceoetf.com
Marketing & brand
15
GODSPEED CAPITAL MANAGEMENT LP changed its website from godspeedcm.com to godspeed.com. IAPD ↗fund
$1.11B RAUM · 9 reps · 202-765-1010 · godspeed.com
Marketing & brand
15
CLOUD CAPITAL ADVISORS LLC changed its website from cldcap.com to cloudcapital.com. IAPD ↗fund
$2.82B RAUM · 8 reps · (202) 607 2300 · cloudcapital.com
Marketing & brand
15
NERDWALLET ADVISORY changed its website from nerdwalletplanning.quinnadvisor.com to match.nerdwalletadvisors.com. IAPD ↗institutional
$0 RAUM · 1 reps · 415-549-8913 · match.nerdwalletadvisors.com
Marketing & brand
15
NASSAU CORAMERICA LLC changed its website from coramerica.com to ncarealty.com. IAPD ↗fund
$3.22B RAUM · 6 reps · 310-606-8440 · ncarealty.com
Marketing & brand
13
GS GAMMA ADVISORS, LLC changed its website from guggenheiminvestments.com to gsgamma.com. IAPD ↗fund
$298.6M RAUM · 4 reps · 212-381-4169 · gsgamma.com
Marketing & brand
13
NEWPORT INVESTMENT MANAGEMENT, LLC changed its website from investors.newportcapitalptrs.com to app.junipersquare.com. IAPD ↗fund
$438.8M RAUM · 17 reps · 312-724-7031 · app.junipersquare.com
Marketing & brand
13
WORTH VENTURE PARTNERS, LLC changed its website from wvpem.com to worthventure.com. IAPD ↗fund
$456.1M RAUM · 4 reps · 212-558-9017 · worthventure.com
Marketing & brand
13
OAKWOOD REAL ESTATE PARTNERS, LLC changed its website from oakwoodre.com to oakwoodmultifamily.com. IAPD ↗fund
$540.2M RAUM · 4 reps · 303-595-7679 · oakwoodmultifamily.com
Marketing & brand
13
FIRST SENTIER INVESTORS (US) LLC changed its website from firstsentiergroup.com to firstsentierfunds.com. IAPD ↗fund
$968.6M RAUM · 17 reps · 212-497-9980 · firstsentierfunds.com
Marketing & brand
13
DYNAMIC CORE CAPITAL PARTNERS changed its website from dubinclark.com to dynamiccorecapital.com. IAPD ↗fund
$425.2M RAUM · 12 reps · 904-799-1984 · dynamiccorecapital.com
Marketing & brand
13
GREAT ELM CAPITAL MANAGEMENT, LLC changed its website from greatelmgroup.com to greatelmcc.com. IAPD ↗fund
$346.1M RAUM · 6 reps · 561-214-7901 · greatelmcc.com
Marketing & brand
13
XEBEC ASSET MANAGEMENT, LLC changed its website from xebecrealty.com to xebeclogisticstrust.com. IAPD ↗fund
$484.5M RAUM · 18 reps · (469) 687-3184 · xebeclogisticstrust.com
Marketing & brand
13
BASTION MANAGEMENT II LLC changed its website from bastionmgmt.com to mesirow.com. IAPD ↗fund
$572.7M RAUM · 8 reps · +1-203-594-9264 · mesirow.com
Marketing & brand
13
RED IRON GROUP MANAGEMENT, LLC changed its website from wwwredirongroup.com to redirongroup.com. IAPD ↗fund
$461.6M RAUM · 9 reps · 650-788-2608 · redirongroup.com
Marketing & brand
10
MERION REALTY ADVISERS, LLC changed its website from mainlineco.com to merionrealtypartners.com. IAPD ↗fund
$103.9M RAUM · 9 reps · 610-896-3000 · merionrealtypartners.com
Marketing & brand
10
ANCHOR HEALTH CAPITAL, LLC changed its website from chestnutfunds.com to anchorhealthcapital.com. IAPD ↗fund
$166.0M RAUM · 5 reps · 423-708-2178 · anchorhealthcapital.com
Marketing & brand
10
VALORAN CAPITAL MANAGEMENT changed its website from ctccapitalmanagement.com to valorancapitalmanagement.com. IAPD ↗fund
$157.8M RAUM · 3 reps · 312-545-5572 · valorancapitalmanagement.com
Marketing & brand
10
CAIS ADVISORS changed its website from caisgroup.com to caisadvisors.com. IAPD ↗fund
$225.3M RAUM · 8 reps · 212-300-9355 · caisadvisors.com
Marketing & brand
10
HIGHLINE ASSET MANAGEMENT, LLC changed its website from highlinealts.com to highlineam.com. IAPD ↗fund
$10.7M RAUM · 2 reps · (818) 340-0157 · highlineam.com
Marketing & brand
10
TABERNACLE EQUITY MANAGEMENT LLC changed its website from prophetequity.com to tabernacleequity.com. IAPD ↗fund
$41.5M RAUM · 7 reps · 8178981500 · tabernacleequity.com
Marketing & brand
10
RAIL SPLITTER CAPITAL ADVISERS, LLC changed its website from rsplitter.com to railsplittercap.com. IAPD ↗fund
$61.0M RAUM · 3 reps · 312.858.1670 · railsplittercap.com
Marketing & brand
1
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED changed its website from stewartinvestors.com to firstsentiergroup.com. IAPD ↗foreign
$16.09B RAUM · 50 reps · 44(0)131 473 2200 · firstsentiergroup.com
Marketing & brand
1
CARDINAL POINT WEALTH MANAGEMENT changed its website from sportsmgt.cardinalpointwealth.com to edmontonfinancialplanner.ca. IAPD ↗foreign
$4.81B RAUM · 24 reps · 866-213-2036 · edmontonfinancialplanner.ca
Marketing & brand
1
FORMULA GROWTH LIMITED changed its website from formulagrowth.com to formulagrowth.ca. IAPD ↗foreign
$343.5M RAUM · 7 reps · 514-288-5136 · formulagrowth.ca
Marketing & brand
1
FIRST SENTIER INVESTORS (UK) FUNDS LIMITED changed its website from firstsentierinvestors.com to firstsentiergroup.com. IAPD ↗foreign
$11.87B RAUM · 50 reps · 44-207-332-6500 · firstsentiergroup.com
Marketing & brand
1
SERONE CAPITAL MANAGEMENT LLP changed its website from seronecapital.com to serone.com. IAPD ↗foreign
$2.73B RAUM · 19 reps · 44 20 3405 7350 · serone.com
Marketing & brand
1
FIRST SENTIER INVESTORS (UK) IM LIMITED changed its website from firstsentierinvestors.com to firstsentiergroup.com. IAPD ↗foreign
$13.27B RAUM · 50 reps · +44 (0)131 473 2200 · firstsentiergroup.com
Marketing & brand
1
PGIM LUXEMBOURG S.A. changed its website from pgimrealestate.com. to pgim.com. IAPD ↗foreign
$18.63B RAUM · 3 reps · 352 27 62 34 10 · pgim.com
Marketing & brand
1
FIRST SENTIER INVESTORS (IRELAND) LIMITED changed its website from firstsentierinvestors.com to igneoip.com. IAPD ↗foreign
$28.50B RAUM · 2 reps · +353(0) 1 669 4868 · igneoip.com
Marketing & brand
1
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. changed its website from asia.smd-am.com to smd-am.sg. IAPD ↗foreign
$444.0M RAUM · 8 reps · 65 6297 6811 · smd-am.sg
Marketing & brand
1
MODUM ASSET MANAGEMENT LLC changed its website from modumam.com to modum.com. IAPD ↗foreign
$283.2M RAUM · 4 reps · (332) 261-7382 · modum.com
Marketing & brand
1
NOVACAP MANAGEMENT FINANCIAL SERVICES INC. changed its website from novacap.ca to novacapcorp.com. IAPD ↗foreign
$834.8M RAUM · 12 reps · 1-450-651-5000 · novacapcorp.com
Marketing & brand
1
NOVACAP MANAGEMENT US INC. changed its website from novacap.ca to novacapcorp.com. IAPD ↗foreign
$11.61B RAUM · 13 reps · 1-450-651-5000 · novacapcorp.com
Marketing & brand
new registration — 170 Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
98
CERTIS CAPITAL MANAGEMENT, INC. (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
98
SAGE TRADING COLLECTIVE (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LASALLE INVESTMENT ADVISORS, INC. (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
$133.6M RAUM · 5 reps · 262-650-1099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CARDENAS ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
$149.3M RAUM · 1 reps · 3129720277
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALLRIDGE WEALTH MANAGEMENT, INC (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLASSIC FINANCIAL (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
$151.6M RAUM · 1 reps · 805-230-2430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GVS FINANCIAL GROUP, INC. (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 516-507-7955
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
$107.1M RAUM · 1 reps · 970-443-1873
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
OAK STREET ADVISORS (MYRTLE BEACH, SC) is newly SEC-registered with $126.2M RAUM and 2 advisory reps. IAPD ↗
$126.2M RAUM · 2 reps · 843-946-9868 · oakadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
NORTHFORT FINANCIAL, LLC (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗
$118.6M RAUM · 3 reps · 419-636-2020 · northfortfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
NAVIGO WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $129.9M RAUM and 6 advisory reps. IAPD ↗
$129.9M RAUM · 6 reps · 281-804-4392
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ZUCKERMAN CAPITAL MANAGEMENT, LLC (LOS ANGELES, CA) is newly SEC-registered with $123.5M RAUM and 2 advisory reps. IAPD ↗
$123.5M RAUM · 2 reps · 310-867-2778
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VCM WEALTH (location n/a) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
$104.8M RAUM · 2 reps · 610-489-3018 · vcm-wealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HOLM & CAWLEY FINANCIAL GROUP LLC (LAS VEGAS, NV) is newly SEC-registered with $128.8M RAUM and 4 advisory reps. IAPD ↗
$128.8M RAUM · 4 reps · 702-277-3945 · holmandcawley.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EVANS WEALTH MANAGEMENT (DULUTH, GA) is newly SEC-registered with $111.1M RAUM and 1 advisory reps. IAPD ↗
$111.1M RAUM · 1 reps · 770-828-8303 · evanswealthmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CAPSTONE WEALTH PARTNERS (DUBLIN, OH) is newly SEC-registered with $114.9M RAUM and 3 advisory reps. IAPD ↗
$114.9M RAUM · 3 reps · (614) 754-7805 · capstonewealthpartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FLETCHER FINANCIAL GROUP (WEST MONROE, LA) is newly SEC-registered with $133.0M RAUM and 3 advisory reps. IAPD ↗
$133.0M RAUM · 3 reps · 318-387-8918 · fletcherfinancialgroup.net
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ATON ADVISORS, LLC (location n/a) is newly SEC-registered with $116.4M RAUM and 1 advisory reps. IAPD ↗
$116.4M RAUM · 1 reps · (303) 957-5685
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TWIN CITIES RETIREMENT GROUP (PLYMOUTH, MN) is newly SEC-registered with $134.9M RAUM and 2 advisory reps. IAPD ↗
$134.9M RAUM · 2 reps · 952-600-7550
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CDP FINANCIAL GROUP, LLC (LITTLETON, CO) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 303-794-0706 · cdpfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WITT FINANCIAL GROUP, LLC (CROSSVILLE, TN) is newly SEC-registered with $160.5M RAUM and 2 advisory reps. IAPD ↗
$160.5M RAUM · 2 reps · 931-484-4911 · wittfinancialgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SAGA FINANCIAL MANAGEMENT (location n/a) is newly SEC-registered with $107.0M RAUM and 1 advisory reps. IAPD ↗
$107.0M RAUM · 1 reps · 512-299-8031 · sagaorp.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HOGAN INVESTMENT COUNSEL, LLC (CORDOVA, TN) is newly SEC-registered with $107.2M RAUM and 1 advisory reps. IAPD ↗
$107.2M RAUM · 1 reps · (901) 590-3846 · hoganinvestment.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VERITAS WEALTH MANAGEMENT, LLC (SALT LAKE CITY, UT) is newly SEC-registered with $135.8M RAUM and 1 advisory reps. IAPD ↗
$135.8M RAUM · 1 reps · 801-596-9999
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WMS GROUP LLC (location n/a) is newly SEC-registered with $125.3M RAUM and 2 advisory reps. IAPD ↗
$125.3M RAUM · 2 reps · (985) 809-0530 · advisormike.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GRUPP FINANCIAL LLC (JACKSON, WY) is newly SEC-registered with $100.1M RAUM and 3 advisory reps. IAPD ↗
$100.1M RAUM · 3 reps · 1.307.200.6579 · gruppfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WEALTH ENGINEERS, LLC (DENVER, CO) is newly SEC-registered with $117.6M RAUM and 1 advisory reps. IAPD ↗
$117.6M RAUM · 1 reps · (303) 500-3245
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SHELTER WEALTH STRATEGIES, LLC (HOUSTON, TX) is newly SEC-registered with $144.1M RAUM and 8 advisory reps. IAPD ↗
$144.1M RAUM · 8 reps · 713-620-8500 · shelterwealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RYZOME INVESTMENT ADVISORS (OKEMOS, MI) is newly SEC-registered with $116.1M RAUM and 2 advisory reps. IAPD ↗
$116.1M RAUM · 2 reps · 517-347-2210 · ryzomeadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RUNEY & ASSOCIATES WEALTH MANAGEMENT (MOUNT PLEASANT, SC) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
$104.8M RAUM · 2 reps · (843) 654-1211
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MADRID RETIREMENT ADVISORS (MANHATTAN BEACH, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗
$184.2M RAUM · 2 reps · 714-465-2537 · madridretirementadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
COASTAL WEALTH ADVISORS, LLC (JOHNS ISLAND, SC) is newly SEC-registered with $106.6M RAUM and 2 advisory reps. IAPD ↗
$106.6M RAUM · 2 reps · 843-870-9568 · pinterest.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PALANTE WEALTH ADVISORS, LLC (PENNINGTON, NJ) is newly SEC-registered with $115.5M RAUM and 3 advisory reps. IAPD ↗
$115.5M RAUM · 3 reps · 609-476-9269 · palantewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MODERNIST FINANCIAL, LLC (PORTLAND, OR) is newly SEC-registered with $113.3M RAUM and 3 advisory reps. IAPD ↗
$113.3M RAUM · 3 reps · (971) 544-7417
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WEALTHSHAPE LLC (WINDSOR, CT) is newly SEC-registered with $109.4M RAUM and 1 advisory reps. IAPD ↗
$109.4M RAUM · 1 reps · 860-837-0303
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY (location n/a) is newly SEC-registered with $120.5M RAUM and 1 advisory reps. IAPD ↗
$120.5M RAUM · 1 reps · 315-925-6887
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TIDEHAVEN WEALTH, LLC (MOUNT PLEASANT, SC) is newly SEC-registered with $125.0M RAUM and 2 advisory reps. IAPD ↗
$125.0M RAUM · 2 reps · 843-284-8040
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRIPLE SUMMIT ADVISORS, LLC (location n/a) is newly SEC-registered with $108.5M RAUM and 2 advisory reps. IAPD ↗
$108.5M RAUM · 2 reps · (917) 574-2670
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DOMESTIQUE CAPITAL LLC (location n/a) is newly SEC-registered with $102.4M RAUM and 2 advisory reps. IAPD ↗
$102.4M RAUM · 2 reps · 214-215-2348 · domestiquecap.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ADVISORY ADVOCATES LLC (GRAND RAPIDS, MI) is newly SEC-registered with $158.6M RAUM and 7 advisory reps. IAPD ↗
$158.6M RAUM · 7 reps · (866) 597-8938 · advisoryadvocates.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRUSCO INVESTMENT MANAGEMENT, LLC (NASHVILLE, TN) is newly SEC-registered with $107.0M RAUM and 2 advisory reps. IAPD ↗
$107.0M RAUM · 2 reps · 615-351-6417 · truscomgmt.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRUE SQUARE FINANCIAL LLC (ATLANTA, GA) is newly SEC-registered with $178.8M RAUM and 1 advisory reps. IAPD ↗
$178.8M RAUM · 1 reps · 404-975-2720 · truesquarefinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
AUERBACH INVESTMENT SERVICES, LLC (NARBERTH, PA) is newly SEC-registered with $150.2M RAUM and 1 advisory reps. IAPD ↗
$150.2M RAUM · 1 reps · 610-529-3000 · auerbachinvestment.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
JAKE CARRIS FINANCIAL PLANNING (ORLANDO, FL) is newly SEC-registered with $109.7M RAUM and 1 advisory reps. IAPD ↗
$109.7M RAUM · 1 reps · 407-489-1186
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SANDHILL WEALTH MANAGEMENT, INC. (WINTER PARK, FL) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗
$118.5M RAUM · 2 reps · 321-6629270
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ROAN CAPITAL PARTNERS (JOHNSON CITY, TN) is newly SEC-registered with $152.0M RAUM and 4 advisory reps. IAPD ↗
$152.0M RAUM · 4 reps · (423) 631-5786 · roancp.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ELM CAPITAL MANAGEMENT LLC (PITTSBURGH, PA) is newly SEC-registered with $133.4M RAUM and 6 advisory reps. IAPD ↗
$133.4M RAUM · 6 reps · 412-456-4700 · elderlawmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
NEWSONG CAPITAL MANAGEMENT, INC. (HATTIESBURG, MS) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
$100.4M RAUM · 1 reps · 601-909-6117
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MILLSTONE FINANCIAL GROUP (MILLSTONE, NJ) is newly SEC-registered with $104.4M RAUM and 6 advisory reps. IAPD ↗
$104.4M RAUM · 6 reps · 732-385-8544
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CWM ADVISORY, LLC (OCEAN PINES, MD) is newly SEC-registered with $101.0M RAUM and 3 advisory reps. IAPD ↗
$101.0M RAUM · 3 reps · (410) 208-1091
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
RENAISSANCE WEALTH ADVISORS, LLC (NEWTON, MA) is newly SEC-registered with $109.9M RAUM and 2 advisory reps. IAPD ↗
$109.9M RAUM · 2 reps · (617) 663-5595
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. (IRVINE, CA) is newly SEC-registered with $107.4M RAUM and 2 advisory reps. IAPD ↗
$107.4M RAUM · 2 reps · 949-276-5800
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PRIVATE COUNSEL GROUP, LTD. (INDIANAPOLIS, IN) is newly SEC-registered with $116.0M RAUM and 1 advisory reps. IAPD ↗
$116.0M RAUM · 1 reps · 317-627-8957
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LEGACY CHIEF FINANCIAL OFFICE, LLC (SHENANDOAH, TX) is newly SEC-registered with $105.1M RAUM and 1 advisory reps. IAPD ↗
$105.1M RAUM · 1 reps · 832-510-9099
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
AFTON ADVISORS, LLC (location n/a) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗
$109.3M RAUM · 2 reps · 615-482-1599
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FAIRLIGHT ADVISORS (SAN FRANCISCO, CA) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗
$109.3M RAUM · 2 reps · 844-309-6248
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MESSMER CAPITAL ADVISORS LLC (MILFORD, OH) is newly SEC-registered with $130.4M RAUM and 2 advisory reps. IAPD ↗
$130.4M RAUM · 2 reps · 740-972-1196 · messmercapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HAYNIE WEALTH MANAGEMENT LLC (SALT LAKE CITY, UT) is newly SEC-registered with $106.6M RAUM and 3 advisory reps. IAPD ↗
$106.6M RAUM · 3 reps · (512) 537-8241
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WEALTHGEN ADVISORS, LLC (SARASOTA, FL) is newly SEC-registered with $146.6M RAUM and 2 advisory reps. IAPD ↗
$146.6M RAUM · 2 reps · (941) 706-4151
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
JRS WEALTH MANAGEMENT LLC (SOUTH JORDAN, UT) is newly SEC-registered with $135.0M RAUM and 2 advisory reps. IAPD ↗
$135.0M RAUM · 2 reps · (801) 987-3973 · sfgclient.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SOUND LEGACY WEALTH ADVISORS, LLC (location n/a) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗
$102.0M RAUM · 2 reps · 425-800-6862
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WELLACRE GLOBAL WEALTH ADVISORS (SANTA MONICA, CA) is newly SEC-registered with $104.3M RAUM and 2 advisory reps. IAPD ↗
$104.3M RAUM · 2 reps · (310) 220-4946
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC (PINEHURST, NC) is newly SEC-registered with $100.3M RAUM and 3 advisory reps. IAPD ↗
$100.3M RAUM · 3 reps · (910) 621-3371 · cmiallc.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SCHOOL OF PERSONAL FINANCE (location n/a) is newly SEC-registered with $28.7M RAUM and 1 advisory reps. IAPD ↗
$28.7M RAUM · 1 reps · 914-860-3615
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ELLA FINANCIAL ADVISING (OAKLAND, CA) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗
$106.9M RAUM · 1 reps · 510-324-9487
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FORM PROSPERITY WEALTH ADVISORS, LLC (CHANDLER, AZ) is newly SEC-registered with $112.9M RAUM and 1 advisory reps. IAPD ↗
$112.9M RAUM · 1 reps · 480-382-3676 · formprosperity.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ADVANCED PLANNING ADVISORS GROUP INC. (NAPERVILLE, IL) is newly SEC-registered with $118.0M RAUM and 2 advisory reps. IAPD ↗
$118.0M RAUM · 2 reps · 630-780-1099 · apadvisorsgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FIDUCIARY FINANCIAL PLANNING NETWORK (ONALASKA, WI) is newly SEC-registered with $164.1M RAUM and 4 advisory reps. IAPD ↗
$164.1M RAUM · 4 reps · (608) 534-4444
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
1102 PARTNERS, LLC (location n/a) is newly SEC-registered with $114.5M RAUM and 1 advisory reps. IAPD ↗
$114.5M RAUM · 1 reps · 312-488-9727
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ABRI LLC (LEXINGTON, KY) is newly SEC-registered with $114.4M RAUM and 8 advisory reps. IAPD ↗
$114.4M RAUM · 8 reps · 859-636-6140
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KAIYO WEALTH LLC (SAN DIEGO, CA) is newly SEC-registered with $240.1M RAUM and 2 advisory reps. IAPD ↗
$240.1M RAUM · 2 reps · (858) 252-4403 · kaiyowealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GASSMAN FINANCIAL LLC (SALEM, NH) is newly SEC-registered with $112.6M RAUM and 1 advisory reps. IAPD ↗
$112.6M RAUM · 1 reps · (603) 898-3663
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
UHY WEALTH MANAGEMENT RIA LLC (FARMINGTON HILLS, MI) is newly SEC-registered with $102.6M RAUM and 1 advisory reps. IAPD ↗
$102.6M RAUM · 1 reps · 2486091610
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SUTTLE CROSSLAND WEALTH ADVISORS, LLC (SCOTTSDALE, AZ) is newly SEC-registered with $101.1M RAUM and 2 advisory reps. IAPD ↗
$101.1M RAUM · 2 reps · 602-834-3905
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BOX HILL PRIVATE WEALTH (location n/a) is newly SEC-registered with $137.5M RAUM and 1 advisory reps. IAPD ↗
$137.5M RAUM · 1 reps · 480-672-2800 · boxhillprivatewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STAGE 2 PLANNING PARTNERS LLC (S BURLINGTON, VT) is newly SEC-registered with $106.5M RAUM and 2 advisory reps. IAPD ↗
$106.5M RAUM · 2 reps · 802-846-1264 · stage2planning.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GREEN CAPITAL PRIVATE WEALTH (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 8006150794 · gcprivatewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ALIGN WEALTH MANAGEMENT, LLC (SAN JOSE, CA) is newly SEC-registered with $116.7M RAUM and 2 advisory reps. IAPD ↗
$116.7M RAUM · 2 reps · (408) 559-7444 · alignwealthmgmt.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
603 FINANCIAL ADVISORS, LLC (location n/a) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗
$106.9M RAUM · 1 reps · (603) 956-4977 · 603financial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ASCENT FINANCIAL GROUP (RICHMOND, VA) is newly SEC-registered with $100.8M RAUM and 2 advisory reps. IAPD ↗
$100.8M RAUM · 2 reps · 804-602-2121 · linked.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
JUST FUTURES (SAN FRANCISCO, CA) is newly SEC-registered with $46.7M RAUM and 4 advisory reps. IAPD ↗
$46.7M RAUM · 4 reps · (302)729-3419
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MORGAN-ALY WEALTH MANAGEMENT, LLC (WAUKESHA, WI) is newly SEC-registered with $105.3M RAUM and 2 advisory reps. IAPD ↗
$105.3M RAUM · 2 reps · 2626910100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT (ST. PETERSBURG, FL) is newly SEC-registered with $107.1M RAUM and 36 advisory reps. IAPD ↗
$107.1M RAUM · 36 reps · 727-478-8886 · elevatefpwm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KUCHARO WEALTH (CHARLOTTE, NC) is newly SEC-registered with $123.7M RAUM and 1 advisory reps. IAPD ↗
$123.7M RAUM · 1 reps · 704.251.9550 · kucharowealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
STRICKLER INVESTMENT SERVICES, LLC (BRIGHTON, MI) is newly SEC-registered with $107.3M RAUM and 3 advisory reps. IAPD ↗
$107.3M RAUM · 3 reps · 5176189000 · stricklerfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VAN DIEST CAPITAL (POLK CITY, IA) is newly SEC-registered with $144.1M RAUM and 7 advisory reps. IAPD ↗
$144.1M RAUM · 7 reps · 515-620-2085 · vandiestcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
NIM WEALTH SOLUTIONS (SAN JOSE, CA) is newly SEC-registered with $116.8M RAUM and 4 advisory reps. IAPD ↗
$116.8M RAUM · 4 reps · 888 322 2009 · nimretirementgroup.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FAIR ASSET MANAGEMENT, LLC (location n/a) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗
$119.8M RAUM · 1 reps · 214-991-0823
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MOFFATT FINANCIAL STRATEGIES (FORT WORTH, TX) is newly SEC-registered with $117.1M RAUM and 4 advisory reps. IAPD ↗
$117.1M RAUM · 4 reps · 682-747-0134
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MUSEUM MILE FUNDS LLC (location n/a) is newly SEC-registered with $26.9M RAUM and 1 advisory reps. IAPD ↗
$26.9M RAUM · 1 reps · 646-580-8330
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
15 WEALTH ADVISORS LLC (MUNDELEIN, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 847-735-7103 · 15wealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LUMINESCENT WEALTH MANAGEMENT, INC. (SCOTTSDALE, AZ) is newly SEC-registered with $127.4M RAUM and 2 advisory reps. IAPD ↗
$127.4M RAUM · 2 reps · (602) 838-8870 · lumiwm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
COMMERCIAL TRUST FINANCIAL SERVICES (FAYETTE, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 660-248-2223 · commercialtrustfs.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VESTIE (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 903-910-3003
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SAGEPOINT CAPITAL PARTNERS LLC (FRANKLIN, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 239-307-8180
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ROCKWALL WEALTH MANAGEMENT (ROCKWALL, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 972-771-1472
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PLATO PLANNING (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · +91 904-380-8615 · platoplanning.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WLT PARTNERS (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 305 200-8877 · wltpartnersria.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
HAIRE WEALTH MANAGEMENT, INC. (TUPELO, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 662-844-3501 · hairewealthmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
LEMNIS CAPITAL (RICHARDSON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗
$0 RAUM · 13 reps · 972-928-6196
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TANARA WEALTH MANAGEMENT LLC (LEHI, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 801-653-0564 · tanarawm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ANCHR TECHNOLOGIES RIA LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (646) 543-4771
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
REVEL WEALTH MANAGEMENT (TEANECK, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 316-518-3615 · revelwm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
KOEHLER ASSET MANAGEMENT (BABYLON, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 631-332-2310
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EXCEPTIONAL WEALTH & FAMILY OFFICE (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 719-715-4179 · exceptionalwealth.us
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ROSENBERG WEALTH ADVISORS (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (248) 325-5500 · rwealthadvisors.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BLUUM INVEST LLC (LOS ANGELES, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 2034079987 · bluuminvest.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 831-333-2060 · evansonasset.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
ACORN ASSET MANAGEMENT LLC (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 609-455-1223 · acornassetmanagement.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
SOULENCE WEALTH MANAGEMENT (PLEASANT GROVE, UT) is newly SEC-registered (provisional 120-day approval) with $94.7M RAUM and 5 advisory reps. IAPD ↗
$94.7M RAUM · 5 reps · 801-571-9900 · soulencewealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VELARIS WEALTH MANAGEMENT (ORLANDO, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 786-657-1584 · velaris.global
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PATHWAY FINANCIAL SOLUTIONS, INC. (SALINA, KS) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 785-820-8161 · pathway-financial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CMG WEALTH ADVISORS LLC (MADISON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 608-471-5415
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FIDUCIARY CAPITAL MANAGEMENT LLC (CHEYENNE, WY) is newly SEC-registered (provisional 120-day approval) with $5,000 RAUM and 1 advisory reps. IAPD ↗
$5,000 RAUM · 1 reps · 503 515 1313 · fiduciarycm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
UNION STRATEGIC ADVISORS (BLUE ASH, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 513-699-5200 · unionstrategic.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CLANCY WEALTH ADVISORS (CHINO HILLS, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 909-262-1430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
BREAKAWAY INDEPENDENT ADVISORS, LLC (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 619-704-2110
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
CAVU WEALTH ADVISORS, LLC (MORAGA, CA) is newly SEC-registered (provisional 120-day approval) with $150.6M RAUM and 3 advisory reps. IAPD ↗
$150.6M RAUM · 3 reps · 9252001391
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MOSAIC WEALTH MANAGEMENT LLC (BLOOMINGTON, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 812-333-3275
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
PROPEL PRIVATE WEALTH LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (424) 222-5767
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
GUIDED PATH FINANCIAL (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 972-755-9000 · guidedpathfinancial.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EVERTERN WEALTH (SAINT PETERSBURG, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 813-758-1430
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
EVOLUTION VISION WEALTH MANAGEMENT (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (800) 810-5410 · evolutionvisionwm.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WOODLAND WEALTH PARTNERS (PEPPER PIKE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 330-416-5509 · woodlandwealthpartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
FARRCREST CAPITAL LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 2027537700 · farrcrest.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
MDT FINANCIAL ADVISORS, LLC (WEBSTER, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 281-938-1111
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
WEALTH INTELLIGENTLY NAVIGATED, LLC (SPARTANBURG, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (540) 226-1254
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
2201 CAPITAL, LLC (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 201-446-2992
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
VERA LAKE CAPITAL, LLC (EDINA, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 612-524-9165
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
95
TRILLIUM WEALTH LLC (WINTER PARK, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 321-295-8492 · trillium-wealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
88
GOLDEN SPARK INSIGHTS (FAIRFAX, VA) is newly SEC-registered with $400.0M RAUM and 1 advisory reps. IAPD ↗institutional
$400.0M RAUM · 1 reps · 508-981-2447 · goldensparkinsight.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
VALLIANCE ASSET MANAGEMENT LLC (CHICAGO, IL) is newly SEC-registered with $123.0M RAUM and 1 advisory reps. IAPD ↗institutional
$123.0M RAUM · 1 reps · +1 312 573 5677 · valliance.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
MCD-KISSNER GP, LLC (OVERLAND PARK, KS) is newly SEC-registered with $1.02B RAUM and 5 advisory reps. IAPD ↗fund
$1.02B RAUM · 5 reps · 913-253-2225
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
FMAC MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 212-798-6100 · fortress.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
CANTOR FITZGERALD ENERGY ADVISORS, LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 212-915-1722
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
FINCADIA ADVISORS LLC (MELVILLE, NY) is newly SEC-registered with $1.00B RAUM and 3 advisory reps. IAPD ↗fund
$1.00B RAUM · 3 reps · 646-292-5001
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
THE ENERGY & MINERALS GROUP LP (HOUSTON, TX) is newly SEC-registered with $12.02B RAUM and 12 advisory reps. IAPD ↗fund
$12.02B RAUM · 12 reps · 713-579-5000 · emgtx.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
ARISTOTLE PACIFIC CLO ADVISER III, LLC (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 22 advisory reps. IAPD ↗institutional
$0 RAUM · 22 reps · (949) 681-2100
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
TERMINAL (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 3479242009 · tryterminal.ai
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
REINOVA CAPITAL ADVISORS LLC (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · +1 917-623-6635
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
37SPRUCE INVESTMENT PARTNERS, LLC (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 203-961-3113 · 37spruce.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
AJAX HEALTH MANAGEMENT COMPANY, LLC (MENLO PARK, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗institutional
$0 RAUM · 13 reps · 800-991-6564 · ajaxhealth.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
FREIF ADVISORS LLC (DENVER, CO) is newly SEC-registered with $0 RAUM and 29 advisory reps. IAPD ↗institutional
$0 RAUM · 29 reps · 303-501-8860 · forumig.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
OPTIMAL TAX ASSET MANAGEMENT (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · (425)-523-1044 · optimaltaxinc.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P. (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · (914) 361-5146
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
POLEN INTERNATIONAL EQUITY LLC (BOCA RATON, FL) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (561) 241-2425 · polencapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
85
BERENSON CAPITAL MANAGEMENT, 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 · (212) 935 7676
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
ANDRA CAPITAL LLC (SAN FRANCISCO, CA) is newly SEC-registered with $476.5M RAUM and 5 advisory reps. IAPD ↗fund
$476.5M RAUM · 5 reps · 415-812-7019
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
83
BICYCLE CAPITAL (COCONUT GROVE, FL) is newly SEC-registered with $518.5M RAUM and 8 advisory reps. IAPD ↗fund
$518.5M RAUM · 8 reps · 1-917-902-2910 · bicycle.capital
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
CAPITAL Q MANAGEMENT LLC (MAITLAND, FL) is newly SEC-registered with $93.4M RAUM and 2 advisory reps. IAPD ↗fund
$93.4M RAUM · 2 reps · 407-307-2277 · capitalqventures.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
RLH CAPITAL, LLC (location n/a) is newly SEC-registered with $63.5M RAUM and 1 advisory reps. IAPD ↗fund
$63.5M RAUM · 1 reps · (561) 302-5183
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
MAROON PASS ADVISORS LP (AUSTIN, TX) is newly SEC-registered with $178.6M RAUM and 2 advisory reps. IAPD ↗fund
$178.6M RAUM · 2 reps · 646-202-1584 · maroonpass.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
ALLEGRO MINERAL PARTNERS LLC (HOUSTON, TX) is newly SEC-registered with $135.3M RAUM and 6 advisory reps. IAPD ↗fund
$135.3M RAUM · 6 reps · 832-895-7030 · allegrominerals.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
SUMMATION CAPITAL MANAGEMENT, L.P. (NEW YORK, NY) is newly SEC-registered with $160.6M RAUM and 3 advisory reps. IAPD ↗fund
$160.6M RAUM · 3 reps · (646) 979-3627 · summationcapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
FIDEM CREDIT ADVISORS (PHILADELPHIA, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗fund
$0 RAUM · 5 reps · (215) 413-3170
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
WAYCROSS GP, LLC (LOUISVILLE, KY) is newly SEC-registered with $156.1M RAUM and 7 advisory reps. IAPD ↗fund
$156.1M RAUM · 7 reps · (502) 410-1900 · waycrosspartners.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
9 STREAM CAPITAL PARTNERS LLC (LEAWOOD, KS) is newly SEC-registered with $73.9M RAUM and 2 advisory reps. IAPD ↗fund
$73.9M RAUM · 2 reps · 9135150271
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
80
QSO CAPITAL MANAGEMENT LLC (FORT LAUDERDALE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund
$0 RAUM · 2 reps · 732-332-2494 · qsocapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
70
KRYGER CAPITAL LLC (HAMILTON, Bermuda) is newly SEC-registered with $1.43B RAUM and 4 advisory reps. IAPD ↗foreign
$1.43B RAUM · 4 reps · 441 5439 320 · krygercapital.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
70
CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. (MONACO, MONACO, Monaco) is newly SEC-registered with $2.05B RAUM and 1 advisory reps. IAPD ↗foreign
$2.05B RAUM · 1 reps · 44 203 870 5971 · cleanenergytransition.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
68
OVATA CAPITAL MANAGEMENT LLC (HONG KONG, Hong Kong) is newly SEC-registered with $441.9M RAUM and 5 advisory reps. IAPD ↗foreign
$441.9M RAUM · 5 reps · +85238903030
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
68
SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV (MEXICO CITY, Mexico) is newly SEC-registered with $553.4M RAUM and 2 advisory reps. IAPD ↗foreign
$553.4M RAUM · 2 reps · 5552519309 · summa-corporation.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY) (HONG KONG, Hong Kong) is newly SEC-registered with $164,277 RAUM and 4 advisory reps. IAPD ↗foreign
$164,277 RAUM · 4 reps · +85234282487 · shikhara.com
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
NANTAS (MONTEVIDEO, MONTEVIDEO, Uruguay) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · 59898466275 · nantas.com.uy
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
GUEPARDO INVESTIMENTOS LTDA (SÃO PAULO,SP, Brazil) is newly SEC-registered with $4.9M RAUM and 5 advisory reps. IAPD ↗foreign
$4.9M RAUM · 5 reps · + 55 (11) 3103-9200 · guepardoinvest.com.br
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
HAVERSTOCK CAPITAL LLP (LONDON, United Kingdom) is newly SEC-registered with $75.0M RAUM and 3 advisory reps. IAPD ↗foreign
$75.0M RAUM · 3 reps · 44(0) 20 8264 9521
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
65
MESARETE CAPITAL (US) LLC (LONDON, United Kingdom) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
$0 RAUM · 4 reps · +44 20 3148 2334
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
deregistered — 155 Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
65
O'BRIEN WEALTH PARTNERS LLC (WALTHAM, MA) left the SEC roster (was $1.11B RAUM, 11 reps). IAPD ↗
$1.11B RAUM · 11 reps · 617-547-6717
Recruiting & transitionsM&A & valuation
65
MERITAGE PORTFOLIO MANAGEMENT, INC. (OVERLAND PARK, KS) left the SEC roster (was $2.42B RAUM, 11 reps). IAPD ↗
$2.42B RAUM · 11 reps · 913-345-7000 · meritageportfolio.com
Recruiting & transitionsM&A & valuation
65
OFS (MCLEAN, VA) left the SEC roster (was $1.36B RAUM, 7 reps). IAPD ↗
$1.36B RAUM · 7 reps · (703) 905-3300
Recruiting & transitionsM&A & valuation
65
SOL CAPITAL MANAGEMENT CO (ROCKVILLE, MD) left the SEC roster (was $2.98B RAUM, 9 reps). IAPD ↗
$2.98B RAUM · 9 reps · 301-881-3727
Recruiting & transitionsM&A & valuation
65
SB CAPITAL MANAGEMENT, INC. (ENCINO, CA) left the SEC roster (was $1.23B RAUM, 6 reps). IAPD ↗
$1.23B RAUM · 6 reps · 818-774-1000 X 105 · singerburke.com
Recruiting & transitionsM&A & valuation
65
HERITAGE FINANCIAL SERVICES (WESTWOOD, MA) left the SEC roster (was $2.99B RAUM, 23 reps). IAPD ↗
$2.99B RAUM · 23 reps · 781-255-0214 · heritagefinancial.net
Recruiting & transitionsM&A & valuation
65
THE FINANCIAL ADVISORS, LLC (ANDOVER, MA) left the SEC roster (was $1.11B RAUM, 7 reps). IAPD ↗
$1.11B RAUM · 7 reps · 978-475-3242 · tfa.bz
Recruiting & transitionsM&A & valuation
65
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT (OLYMPIA, WA) left the SEC roster (was $4.07B RAUM, 85 reps). IAPD ↗
$4.07B RAUM · 85 reps · 360-866-2345 · talluscapital.com
Recruiting & transitionsM&A & valuation
65
HUB INVESTMENT ADVISORS, INC (OMAHA, NE) left the SEC roster (was $2.07B RAUM, 7 reps). IAPD ↗
$2.07B RAUM · 7 reps · 402-964-5400
Recruiting & transitionsM&A & valuation
65
TOTAL WEALTH PLANNING, LLC (CINCINNATI, OH) left the SEC roster (was $1.18B RAUM, 16 reps). IAPD ↗
$1.18B RAUM · 16 reps · 513-984-6696
Recruiting & transitionsM&A & valuation
65
GPS WEALTH STRATEGIES GROUP, LLC (CENTENNIAL, CO) left the SEC roster (was $1.42B RAUM, 5 reps). IAPD ↗
$1.42B RAUM · 5 reps · 7204145412 · aspenwealthinc.com
Recruiting & transitionsM&A & valuation
65
STEPHENS CONSULTING, LLC (FLINT, MI) left the SEC roster (was $1.07B RAUM, 10 reps). IAPD ↗
$1.07B RAUM · 10 reps · 810-732-7411
Recruiting & transitionsM&A & valuation
63
BURT WEALTH ADVISORS (NORTH BETHESDA, MD) left the SEC roster (was $876.2M RAUM, 9 reps). IAPD ↗
$876.2M RAUM · 9 reps · 301-770-9880 · burtwealth.com
Recruiting & transitionsM&A & valuation
63
WEALTH PLANNING CORP (CINCINNATI, OH) left the SEC roster (was $518.2M RAUM, 7 reps). IAPD ↗
$518.2M RAUM · 7 reps · 513-733-1750 · wealthp.com
Recruiting & transitionsM&A & valuation
63
LOC INVESTMENT ADVISERS (HURRICANE, WV) left the SEC roster (was $771.0M RAUM, 6 reps). IAPD ↗
$771.0M RAUM · 6 reps · 304-757-8131 · locinvestmentadvisers.com
Recruiting & transitionsM&A & valuation
63
BEDDOW CAPITAL MANAGEMENT INC (JACKSON, WY) left the SEC roster (was $277.9M RAUM, 1 reps). IAPD ↗
$277.9M RAUM · 1 reps · 307-734-7300 · beddowcapital.com
Recruiting & transitionsM&A & valuation
63
DUNCAN & HALEY, LTD. (SEATTLE, WA) left the SEC roster (was $664.1M RAUM, 4 reps). IAPD ↗
$664.1M RAUM · 4 reps · 206-625-2658 · duncanhaley.com
Recruiting & transitionsM&A & valuation
63
FORTRESS WEALTH MANAGEMENT, INC. (CULVER CITY, CA) left the SEC roster (was $269.3M RAUM, 3 reps). IAPD ↗
$269.3M RAUM · 3 reps · 310-899-0606 · fortress-wealth.com
Recruiting & transitionsM&A & valuation
63
THE MARSHALL FINANCIAL GROUP, INC (DOYLESTOWN, PA) left the SEC roster (was $866.4M RAUM, 20 reps). IAPD ↗
$866.4M RAUM · 20 reps · (215) 348-9393
Recruiting & transitionsM&A & valuation
63
CREEGAN & NASSOURA FINANCIAL GROUP, LLC (PORTSMOUTH, NH) left the SEC roster (was $281.6M RAUM, 2 reps). IAPD ↗
$281.6M RAUM · 2 reps · (603)778-0794 · creegannassoura.com
Recruiting & transitionsM&A & valuation
63
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC (WALTHAM, MA) left the SEC roster (was $885.4M RAUM, 14 reps). IAPD ↗
$885.4M RAUM · 14 reps · 781-642-0890
Recruiting & transitionsM&A & valuation
63
LONGVIEW ASSET MANAGEMENT, LLC (SANTA FE, NM) left the SEC roster (was $339.5M RAUM, 3 reps). IAPD ↗
$339.5M RAUM · 3 reps · (505) 988-9555
Recruiting & transitionsM&A & valuation
63
PROSPECTOR PARTNERS, LLC (GUILFORD, CT) left the SEC roster (was $811.7M RAUM, 9 reps). IAPD ↗
$811.7M RAUM · 9 reps · 203-458-1500
Recruiting & transitionsM&A & valuation
63
YOUR RETIREMENT COACH (MARIETTA, GA) left the SEC roster (was $377.1M RAUM, 7 reps). IAPD ↗
$377.1M RAUM · 7 reps · 770.427.5227
Recruiting & transitionsM&A & valuation
63
BENSON INVESTMENT MANAGEMENT COMPANY, INC. (location n/a) left the SEC roster (was $334.4M RAUM, 1 reps). IAPD ↗
$334.4M RAUM · 1 reps · 540-989-3030
Recruiting & transitionsM&A & valuation
63
FINANCIAL PLANNING SOLUTIONS, LLC (AUBURNDALE, MA) left the SEC roster (was $312.4M RAUM, 6 reps). IAPD ↗
$312.4M RAUM · 6 reps · 617-630-4978 · yourdivorceisfinal.com
Recruiting & transitionsM&A & valuation
63
BETTER MONEY DECISIONS (SANTA FE, NM) left the SEC roster (was $326.8M RAUM, 6 reps). IAPD ↗
$326.8M RAUM · 6 reps · 844-507-0961 · bettermoneydecisions.com
Recruiting & transitionsM&A & valuation
63
ACCESS WEALTH MANAGEMENT, INC. (LOUISVILLE, KY) left the SEC roster (was $319.0M RAUM, 3 reps). IAPD ↗
$319.0M RAUM · 3 reps · 502-292-5500
Recruiting & transitionsM&A & valuation
63
MY LEGACY ADVISORS, LLC (BEND, OR) left the SEC roster (was $333.1M RAUM, 4 reps). IAPD ↗
$333.1M RAUM · 4 reps · 541-330-0220
Recruiting & transitionsM&A & valuation
63
TRG ADVISORS, INC. (LAKEWOOD RANCH, FL) left the SEC roster (was $547.7M RAUM, 3 reps). IAPD ↗
$547.7M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
Recruiting & transitionsM&A & valuation
63
HUMANKIND INVESTMENTS (NEW YORK, NY) left the SEC roster (was $442.8M RAUM, 5 reps). IAPD ↗
$442.8M RAUM · 5 reps · 646-838-4352
Recruiting & transitionsM&A & valuation
63
NOMAD (ORLANDO, FL) left the SEC roster (was $448.6M RAUM, 22 reps). IAPD ↗
$448.6M RAUM · 22 reps · 1-888-998-2261
Recruiting & transitionsM&A & valuation
63
MGB WEALTH MANAGEMENT, LLC (ADDISON, TX) left the SEC roster (was $421.9M RAUM, 2 reps). IAPD ↗
$421.9M RAUM · 2 reps · 469-965-4001 · mgbwealth.com
Recruiting & transitionsM&A & valuation
63
PURE PORTFOLIOS (LAKE OSWEGO, OR) left the SEC roster (was $360.5M RAUM, 4 reps). IAPD ↗
$360.5M RAUM · 4 reps · 877-261-0015 · pureportfolios.com
Recruiting & transitionsM&A & valuation
63
LONG RUN WEALTH ADVISORS, LLC (LAKE PLACID, NY) left the SEC roster (was $514.2M RAUM, 7 reps). IAPD ↗
$514.2M RAUM · 7 reps · 518-523-8050
Recruiting & transitionsM&A & valuation
63
BEACON FINANCIAL GROUP, INC. (AURORA, OH) left the SEC roster (was $745.9M RAUM, 7 reps). IAPD ↗
$745.9M RAUM · 7 reps · 216-998-0100 · beaconfinancialgroup.com
Recruiting & transitionsM&A & valuation
60
PITTSBURGH FINANCIAL PLANNERS, INC. (BRIDGEVILLE, PA) left the SEC roster (was $160.6M RAUM, 4 reps). IAPD ↗
$160.6M RAUM · 4 reps · 412-220-1690
Recruiting & transitionsM&A & valuation
60
JOSEPH GUNNAR & CO., LLC (UNIONDALE, NY) left the SEC roster (was $34.0M RAUM, 5 reps). IAPD ↗
$34.0M RAUM · 5 reps · 212-440-9600 · josephgunnar.com
Recruiting & transitionsM&A & valuation
60
BISHOP & ASSOCIATES INC (PHILADELPHIA, PA) left the SEC roster (was $106.1M RAUM, 2 reps). IAPD ↗
$106.1M RAUM · 2 reps · 215-568-5450 · bishop-associates.com
Recruiting & transitionsM&A & valuation
60
U.S. FINANCIAL ADVISORS (WILMINGTON, DE) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗
$0 RAUM · 0 reps · 302-483-7200
Recruiting & transitionsM&A & valuation
60
HORIZON CAPITAL MANAGEMENT, INC. (location n/a) left the SEC roster (was $2.6M RAUM, 1 reps). IAPD ↗
$2.6M RAUM · 1 reps · 337-983-0676
Recruiting & transitionsM&A & valuation
60
ALPINE CAPITAL STRATEGIES LLC (location n/a) left the SEC roster (was $245.1M RAUM, 1 reps). IAPD ↗
$245.1M RAUM · 1 reps · 201-826-0051
Recruiting & transitionsM&A & valuation
60
DICK RIVERA & ASSOCIATES (PENSACOLA BEACH, FL) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 972-380-9550
Recruiting & transitionsM&A & valuation
60
DALE BUCKNER, INC. (AMARILLO, TX) left the SEC roster (was $167.5M RAUM, 2 reps). IAPD ↗
$167.5M RAUM · 2 reps · 1-806-358-7977
Recruiting & transitionsM&A & valuation
60
COUGHLIN FINANCIAL SERVICES, INC. (LARCHMONT, NY) left the SEC roster (was $35.2M RAUM, 1 reps). IAPD ↗
$35.2M RAUM · 1 reps · 914-833-4901 · coughlinfinancial.com
Recruiting & transitionsM&A & valuation
60
NEWSHOLME FINANCIAL GROUP, INC. (YORKTOWN HTS, NY) left the SEC roster (was $59.9M RAUM, 2 reps). IAPD ↗
$59.9M RAUM · 2 reps · 914-243-6700
Recruiting & transitionsM&A & valuation
60
PACIFICA WEALTH ADVISORS, INC. (location n/a) left the SEC roster (was $176.1M RAUM, 1 reps). IAPD ↗
$176.1M RAUM · 1 reps · (855) 554-3677
Recruiting & transitionsM&A & valuation
60
FINLEY WEALTH ADVISORS (ESTERO, FL) left the SEC roster (was $119.5M RAUM, 2 reps). IAPD ↗
$119.5M RAUM · 2 reps · 239-267-7500 · mywealthadvisor.com
Recruiting & transitionsM&A & valuation
60
AGDEAVOR INVESTMENTS (WORTHINGTON, OH) left the SEC roster (was $24.8M RAUM, 3 reps). IAPD ↗
$24.8M RAUM · 3 reps · (614) 516-0792 · agdeavorinvestments.com
Recruiting & transitionsM&A & valuation
60
INSIGHT WEALTH STRATEGIES, LP (IRVINE, CA) left the SEC roster (was $109.2M RAUM, 2 reps). IAPD ↗
$109.2M RAUM · 2 reps · 949-453-9331
Recruiting & transitionsM&A & valuation
60
WAYPOINT STRATEGIC ADVISORS (SUMMERVILLE, SC) left the SEC roster (was $136.3M RAUM, 4 reps). IAPD ↗
$136.3M RAUM · 4 reps · 843-873-4420 · waypointus.com
Recruiting & transitionsM&A & valuation
60
IUR CAPITAL, LLC (MIAMI, FL) left the SEC roster (was $4.7M RAUM, 1 reps). IAPD ↗
$4.7M RAUM · 1 reps · 786-706-2595 · iurcapital.com
Recruiting & transitionsM&A & valuation
60
BELLWOOD CAPITAL FUND ADVISORS (location n/a) left the SEC roster (was $6.5M RAUM, 2 reps). IAPD ↗
$6.5M RAUM · 2 reps · 27780996620 · bellwood-capital.com
Recruiting & transitionsM&A & valuation
60
NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC (NEWPORT BEACH, CA) left the SEC roster (was $137.6M RAUM, 2 reps). IAPD ↗
$137.6M RAUM · 2 reps · 415.287-5100 · nollmac.com
Recruiting & transitionsM&A & valuation
60
STRINGER ASSET MANAGEMENT, LLC (MEMPHIS, TN) left the SEC roster (was $42.2M RAUM, 3 reps). IAPD ↗
$42.2M RAUM · 3 reps · 901-800-2956 · stringeramfunds.com
Recruiting & transitionsM&A & valuation
60
PATRIOT ASSET MANAGEMENT, INC. (location n/a) left the SEC roster (was $38.7M RAUM, 1 reps). IAPD ↗
$38.7M RAUM · 1 reps · 518-775-6732 · patriotasset.com
Recruiting & transitionsM&A & valuation
60
CALIXTO GLOBAL PARTNERS LLC (CORAL GABLES, FL) left the SEC roster (was $55.8M RAUM, 2 reps). IAPD ↗
$55.8M RAUM · 2 reps · 305-602-3400
Recruiting & transitionsM&A & valuation
60
MODERN CAPITAL GROUP LLC (location n/a) left the SEC roster (was $42.5M RAUM, 2 reps). IAPD ↗
$42.5M RAUM · 2 reps · 212-531-5600 · modern.net
Recruiting & transitionsM&A & valuation
60
SIGNATURE INTELLIGENT PORTFOLIOS, LLC (LOS ANGELES, CA) left the SEC roster (was $10.5M RAUM, 1 reps). IAPD ↗
$10.5M RAUM · 1 reps · 844-839-7353 · signatureportfolios.com
Recruiting & transitionsM&A & valuation
60
ASPIRE PLANNING ASSOCIATES, INC. (WALNUT CREEK, CA) left the SEC roster (was $126.2M RAUM, 2 reps). IAPD ↗
$126.2M RAUM · 2 reps · 925-938-2023
Recruiting & transitionsM&A & valuation
60
SAPIENCE INVESTMENTS, LLC (IRVINE, CA) left the SEC roster (was $184.7M RAUM, 4 reps). IAPD ↗
$184.7M RAUM · 4 reps · 949 662 1011 · sapienceinv.com
Recruiting & transitionsM&A & valuation
60
INVESTMENT CARDS RIA L.L.C. (WILMINGTON, DE) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · (312) 973-9555 · investmentcardsria.com
Recruiting & transitionsM&A & valuation
60
RISEMINT (EVERGREEN, CO) left the SEC roster (was $121.0M RAUM, 2 reps). IAPD ↗
$121.0M RAUM · 2 reps · (888) 998-3254
Recruiting & transitionsM&A & valuation
60
BOLT FINANCIAL GROUP, INC (WORTHINGTON, OH) left the SEC roster (was $107.6M RAUM, 4 reps). IAPD ↗
$107.6M RAUM · 4 reps · 614-635-0102 · boltfinancialgroup.com
Recruiting & transitionsM&A & valuation
60
DAVID CAPITAL PARTNERS, LLC (CHICAGO, IL) left the SEC roster (was $86.0M RAUM, 3 reps). IAPD ↗
$86.0M RAUM · 3 reps · (312) 878-0260
Recruiting & transitionsM&A & valuation
60
ASG INVESTMENT MANAGEMENT, LLC (RENFREW, PA) left the SEC roster (was $234.8M RAUM, 2 reps). IAPD ↗
$234.8M RAUM · 2 reps · 724-287-4071 · asgretire.com
Recruiting & transitionsM&A & valuation
60
SHEETS SMITH INVESTMENT MANAGEMENT, LLC (HOUSTON, TX) left the SEC roster (was $129.7M RAUM, 2 reps). IAPD ↗
$129.7M RAUM · 2 reps · 346-867-8606 · sheetssmithim.com
Recruiting & transitionsM&A & valuation
60
FOREFRONT WEALTH MANAGEMENT (MALVERN, PA) left the SEC roster (was $246.4M RAUM, 3 reps). IAPD ↗
$246.4M RAUM · 3 reps · 610-600-1099 · 4frontwm.com
Recruiting & transitionsM&A & valuation
60
GOLDEN WEALTH MANAGEMENT (PITTSTON, PA) left the SEC roster (was $137.5M RAUM, 3 reps). IAPD ↗
$137.5M RAUM · 3 reps · (570) 208-7050 · goldenwealthmgmt.com
Recruiting & transitionsM&A & valuation
60
WEALTHVENUE (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 866-213-1196
Recruiting & transitionsM&A & valuation
60
DAVID JAMES FINANCIAL (NORTH LIBERTY, IA) left the SEC roster (was $116.1M RAUM, 2 reps). IAPD ↗
$116.1M RAUM · 2 reps · 319 535-4525 · lanefamilywm.com
Recruiting & transitionsM&A & valuation
60
PURSUIT WEALTH MANAGMENT LLC (PALM BEACH GARDENS, FL) left the SEC roster (was $186.3M RAUM, 3 reps). IAPD ↗
$186.3M RAUM · 3 reps · 561-437-4770
Recruiting & transitionsM&A & valuation
60
COLORADO WEALTH GROUP LLC (DENVER, CO) left the SEC roster (was $235.3M RAUM, 6 reps). IAPD ↗
$235.3M RAUM · 6 reps · 720-729-2500 · coloradowealthgroup.com
Recruiting & transitionsM&A & valuation
60
NDVR (BOSTON, MA) left the SEC roster (was $203.8M RAUM, 8 reps). IAPD ↗
$203.8M RAUM · 8 reps · 857-326-6992
Recruiting & transitionsM&A & valuation
60
CANDOR FINANCIAL LLC (location n/a) left the SEC roster (was $3.3M RAUM, 2 reps). IAPD ↗
$3.3M RAUM · 2 reps · (415) 704-6412
Recruiting & transitionsM&A & valuation
60
UNIPLAN INSTITUTIONAL ADVISORS LLC (MILWAUKEE, WI) left the SEC roster (was $0 RAUM, 11 reps). IAPD ↗
$0 RAUM · 11 reps · 262-534-3000
Recruiting & transitionsM&A & valuation
60
RICHR MONEY LLC (MIAMI, FL) left the SEC roster (was $186,824 RAUM, 1 reps). IAPD ↗
$186,824 RAUM · 1 reps · (844)-957-4247 · richr.com
Recruiting & transitionsM&A & valuation
60
AURA FINANCE, INC. (COVINA,, CA) left the SEC roster (was $684,936 RAUM, 1 reps). IAPD ↗
$684,936 RAUM · 1 reps · 312-813-0089
Recruiting & transitionsM&A & valuation
60
QUANTUM GREEKS (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 9166048060 · quantumtrades.com
Recruiting & transitionsM&A & valuation
60
INTREPID TECHNOLOGY LLC (MIAMI, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 786-909-6779 · intrepidmarketsai.com
Recruiting & transitionsM&A & valuation
60
FULFILLED (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 1-416-303-4942 · fulfilledwealth.co
Recruiting & transitionsM&A & valuation
60
AGENTSMYTH ADVISORS (NEW YORK, NY) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · 917-826-9949
Recruiting & transitionsM&A & valuation
60
CAPITAL AREA PLANNING GROUP (WASHINGTON, DC) left the SEC roster — its 120-day provisional registration did not convert (was $46.1M RAUM, 2 reps). IAPD ↗
$46.1M RAUM · 2 reps · 202-916-5624
Recruiting & transitionsM&A & valuation
60
EVE WEALTH (PORTLAND, OR) left the SEC roster (was $22,106 RAUM, 5 reps). IAPD ↗
$22,106 RAUM · 5 reps · 302-440-5497 · evewealth.com
Recruiting & transitionsM&A & valuation
60
BRANCHES + ROOTS INVESTMENT MANAGEMENT (SARATOGA SPRINGS, NY) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 518-633-1158
Recruiting & transitionsM&A & valuation
60
FAO WEALTH INC (TRUMBULL, CT) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · (203) 248-3076 · faowealth.com
Recruiting & transitionsM&A & valuation
60
SKM WEALTH MANAGEMENT, LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $18.7M RAUM, 1 reps). IAPD ↗
$18.7M RAUM · 1 reps · 203-518-0329
Recruiting & transitionsM&A & valuation
60
PACIFIC POINT WEALTH MANAGEMENT (CARLSBAD, CA) left the SEC roster — its 120-day provisional registration did not convert (was $6.5M RAUM, 5 reps). IAPD ↗
$6.5M RAUM · 5 reps · (858)-248-7054
Recruiting & transitionsM&A & valuation
60
SHARPE ADVISORS, LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 917-608-0622
Recruiting & transitionsM&A & valuation
60
LAFAYETTE SQUARE WEALTH, LLC (MIAMI, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 0 reps). IAPD ↗
$0 RAUM · 0 reps · 786-598-2089
Recruiting & transitionsM&A & valuation
60
ASAL INVEST (ARLINGTON, VA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗
$0 RAUM · 2 reps · +1 (646) 288-3548
Recruiting & transitionsM&A & valuation
55
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY (LOUISVILLE, KY) left the SEC roster (was $15.95B RAUM, 5 reps). IAPD ↗institutional
$15.95B RAUM · 5 reps · 502-412-2524 · tayloradvisor.com
Recruiting & transitionsM&A & valuation
55
PGIM MULTI-ASSET SOLUTIONS LLC (NEWARK, NJ) left the SEC roster (was $26.26B RAUM, 30 reps). IAPD ↗institutional
$26.26B RAUM · 30 reps · 973-802-3137 · pgim.com
Recruiting & transitionsM&A & valuation
55
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC (WINDSOR, CT) left the SEC roster (was $5.09B RAUM, 6 reps). IAPD ↗institutional
$5.09B RAUM · 6 reps · 860-580-4414
Recruiting & transitionsM&A & valuation
55
ENHANCED PK SERVICES, LLC (SAN JUAN, PR) left the SEC roster (was $1.35B RAUM, 1 reps). IAPD ↗institutional
$1.35B RAUM · 1 reps · 646-829-3629
Recruiting & transitionsM&A & valuation
53
PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC (GUILFORD, CT) left the SEC roster (was $306.5M RAUM, 9 reps). IAPD ↗institutional
$306.5M RAUM · 9 reps · 203-458-1500 · prospectorfunds.com
Recruiting & transitionsM&A & valuation
53
CHATHAM INVESTMENT ADVISORS, LLC (KENNETT SQUARE, PA) left the SEC roster (was $383.5M RAUM, 1 reps). IAPD ↗institutional
$383.5M RAUM · 1 reps · 610-925-3120 · chathamfig.com
Recruiting & transitionsM&A & valuation
53
CENTERSTONE INVESTORS LLC (location n/a) left the SEC roster (was $374.7M RAUM, 4 reps). IAPD ↗institutional
$374.7M RAUM · 4 reps · 917-658-1611 · centerstoneinv.com
Recruiting & transitionsM&A & valuation
53
SHERBROOKE PARK ADVISERS LLC (WHITE PLAINS, NY) left the SEC roster (was $748.3M RAUM, 4 reps). IAPD ↗institutional
$748.3M RAUM · 4 reps · 917-673-2128
Recruiting & transitionsM&A & valuation
53
ERIC M FLANAGAN TRADING, LLC (location n/a) left the SEC roster (was $841.7M RAUM, 1 reps). IAPD ↗institutional
$841.7M RAUM · 1 reps · 707-331-0617
Recruiting & transitionsM&A & valuation
50
CORNERCAP INVESTMENT COUNSEL INC (ATLANTA, GA) left the SEC roster (was $199.2M RAUM, 3 reps). IAPD ↗institutional
$199.2M RAUM · 3 reps · 404.870.0700 · cornercapfunds.com
Recruiting & transitionsM&A & valuation
50
CBRE INVESTMENT MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $6.11B RAUM, 117 reps). IAPD ↗fund
$6.11B RAUM · 117 reps · (212) 824-2150
Recruiting & transitionsM&A & valuation
50
E CAPITAL MANAGEMENT L.P. (NEW YORK, NY) left the SEC roster (was $4.07B RAUM, 12 reps). IAPD ↗fund
$4.07B RAUM · 12 reps · 212-891-8600
Recruiting & transitionsM&A & valuation
50
TWO SIGMA ADVISERS, LP (NEW YORK, NY) left the SEC roster (was $74.26B RAUM, 68 reps). IAPD ↗fund
$74.26B RAUM · 68 reps · (212) 625-5700 · twosigma.com
Recruiting & transitionsM&A & valuation
50
BRIDPORT INVESTMENTS LLC (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗institutional
$0 RAUM · 1 reps · 203 302 9910
Recruiting & transitionsM&A & valuation
50
THE ENERGY & MINERALS GROUP (HOUSTON, TX) left the SEC roster (was $13.07B RAUM, 13 reps). IAPD ↗fund
$13.07B RAUM · 13 reps · 713-579-5000 · emgtx.com
Recruiting & transitionsM&A & valuation
50
AFFINIUS CAPITAL (NEW YORK, NY) left the SEC roster (was $10.99B RAUM, 279 reps). IAPD ↗fund
$10.99B RAUM · 279 reps · 212-605-1000 · affiniuscapital.com
Recruiting & transitionsM&A & valuation
50
CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC (SANTA MONICA, CA) left the SEC roster (was $2.08B RAUM, 36 reps). IAPD ↗fund
$2.08B RAUM · 36 reps · (310) 400-8800 · whitestaram.com
Recruiting & transitionsM&A & valuation
50
STF MANAGEMENT LP (FRISCO, TX) left the SEC roster (was $232.4M RAUM, 4 reps). IAPD ↗institutional
$232.4M RAUM · 4 reps · 972-452-6883 · stfm.com
Recruiting & transitionsM&A & valuation
50
STONE CREEK CAPITAL MANAGEMENT LLC (ALPHARETTA, GA) left the SEC roster (was $0 RAUM, 2 reps). IAPD ↗institutional
$0 RAUM · 2 reps · (678)867-7050 · stonecreekmarginlending.com
Recruiting & transitionsM&A & valuation
50
MARCADO ASSET MANAGEMENT LLC (SAN ANTONIO, TX) left the SEC roster (was $26.8M RAUM, 3 reps). IAPD ↗institutional
$26.8M RAUM · 3 reps · 210-320-1171
Recruiting & transitionsM&A & valuation
50
ALTI LLC (NEW YORK, NY) left the SEC roster (was $100,817 RAUM, 1 reps). IAPD ↗institutional
$100,817 RAUM · 1 reps · 781-540-1080
Recruiting & transitionsM&A & valuation
50
JUNIPER HILL CAPITAL MANAGEMENT LP (MENLO PARK, CA) left the SEC roster (was $2.43B RAUM, 5 reps). IAPD ↗fund
$2.43B RAUM · 5 reps · 650-319-3660
Recruiting & transitionsM&A & valuation
50
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $4.10B RAUM, 210 reps). IAPD ↗fund
$4.10B RAUM · 210 reps · (212) 419-3000 · blueowl.com
Recruiting & transitionsM&A & valuation
50
DEMOCRACY INVESTMENT MANAGEMENT LLC (location n/a) left the SEC roster (was $8.7M RAUM, 1 reps). IAPD ↗institutional
$8.7M RAUM · 1 reps · 415-933-0805
Recruiting & transitionsM&A & valuation
50
EASTERLY EAB RISK SOLUTIONS LLC (BALA CYNWYD, PA) left the SEC roster (was $0 RAUM, 3 reps). IAPD ↗institutional
$0 RAUM · 3 reps · 646-583-0032 · easterlyeab.com
Recruiting & transitionsM&A & valuation
50
CAPINSIGHTS PARTNERS, LLC (GREENWICH, CT) left the SEC roster (was $0 RAUM, 6 reps). IAPD ↗institutional
$0 RAUM · 6 reps · 617.872.7174 · capinsights.partners
Recruiting & transitionsM&A & valuation
50
FINANCEBUZZ (DELRAY BEACH, FL) left the SEC roster (was $0 RAUM, 5 reps). IAPD ↗institutional
$0 RAUM · 5 reps · 443-326-1434 · financebuzz.com
Recruiting & transitionsM&A & valuation
50
ARÈNE CAPITAL MANAGEMENT LP (NEW YORK, NY) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 4 reps). IAPD ↗institutional
$0 RAUM · 4 reps · 646-277-6425
Recruiting & transitionsM&A & valuation
50
DEIANIRA CAPITAL MANAGEMENT LLC (MIAMI, FL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗institutional
$0 RAUM · 1 reps · 561-628-5350
Recruiting & transitionsM&A & valuation
50
BIRCHWOOD CREEK CAPITAL MANAGEMENT LLC (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 0 reps). IAPD ↗institutional
$0 RAUM · 0 reps · 973-224-0169
Recruiting & transitionsM&A & valuation
50
I/O STRATEGIES LLC (BOULDER, CO) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 4 reps). IAPD ↗institutional
$0 RAUM · 4 reps · 720-601-0408
Recruiting & transitionsM&A & valuation
48
E&E ADVISORS L.P. (NEW YORK, NY) left the SEC roster (was $932.6M RAUM, 12 reps). IAPD ↗fund
$932.6M RAUM · 12 reps · 212-891-8600
Recruiting & transitionsM&A & valuation
48
KINNEY ASSET MANAGEMENT, LLC. (CHICAGO, IL) left the SEC roster (was $578.1M RAUM, 4 reps). IAPD ↗fund
$578.1M RAUM · 4 reps · 312-548-8420
Recruiting & transitionsM&A & valuation
48
NYES LEDGE CAPITAL MANAGEMENT, LLC (BOSTON, MA) left the SEC roster (was $265.9M RAUM, 3 reps). IAPD ↗fund
$265.9M RAUM · 3 reps · 617-350-5080 · nyesledge.com
Recruiting & transitionsM&A & valuation
48
RESOURCE LAND HOLDINGS, LLC (DENVER, CO) left the SEC roster (was $287.3M RAUM, 8 reps). IAPD ↗fund
$287.3M RAUM · 8 reps · 720-723-2850
Recruiting & transitionsM&A & valuation
48
GPI CAPITAL, L.P. (location n/a) left the SEC roster (was $663.0M RAUM, 5 reps). IAPD ↗fund
$663.0M RAUM · 5 reps · (646) 357-3144 · gpicap.com
Recruiting & transitionsM&A & valuation
48
NEXT COAST VENTURES, LLC (AUSTIN, TX) left the SEC roster (was $583.0M RAUM, 8 reps). IAPD ↗fund
$583.0M RAUM · 8 reps · (512) 370-2242
Recruiting & transitionsM&A & valuation
48
ONEMAP MINERAL SERVICES LLC (HOUSTON, TX) left the SEC roster (was $461.7M RAUM, 6 reps). IAPD ↗fund
$461.7M RAUM · 6 reps · 832-895-7030 · onemapminerals.com
Recruiting & transitionsM&A & valuation
48
ID FUNDS ADVISOR LLC (BOCA RATON, FL) left the SEC roster (was $260.1M RAUM, 2 reps). IAPD ↗fund
$260.1M RAUM · 2 reps · (561) 462-1200
Recruiting & transitionsM&A & valuation
48
MSP SPORTS CAPITAL (NEW YORK, NY) left the SEC roster (was $565.6M RAUM, 4 reps). IAPD ↗fund
$565.6M RAUM · 4 reps · 484 802-8704 · mspsportscapital.com
Recruiting & transitionsM&A & valuation
48
ONE FUNDS, LLC (COLORADO SPRINGS, CO) left the SEC roster (was $507.2M RAUM, 6 reps). IAPD ↗fund
$507.2M RAUM · 6 reps · 719-445-5050
Recruiting & transitionsM&A & valuation
45
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. (NEW YORK, NY) left the SEC roster (was $147,753 RAUM, 211 reps). IAPD ↗fund
$147,753 RAUM · 211 reps · 212-583-5000
Recruiting & transitionsM&A & valuation
45
STADIUM CAPITAL MANAGEMENT, LLC (NEW CANAAN, CT) left the SEC roster (was $235.5M RAUM, 5 reps). IAPD ↗fund
$235.5M RAUM · 5 reps · 203-972-8235 · stadiumcapitallp.com
Recruiting & transitionsM&A & valuation
45
GREENFIELD PARTNERS, LLC (GREENWICH, CT) left the SEC roster (was $128.1M RAUM, 3 reps). IAPD ↗fund
$128.1M RAUM · 3 reps · 203-354-5000 · greenfieldpartners.com
Recruiting & transitionsM&A & valuation
45
RIVO ALTO CAPITAL FUNDING LLC (NORTH MIAMI BEACH, FL) left the SEC roster (was $27.6M RAUM, 2 reps). IAPD ↗fund
$27.6M RAUM · 2 reps · 305-512-1124 · rivoalto.com
Recruiting & transitionsM&A & valuation
45
PARAGON JV PARTNERS, LLC (DALLAS, TX) left the SEC roster (was $144.7M RAUM, 1 reps). IAPD ↗fund
$144.7M RAUM · 1 reps · 214-871-3700
Recruiting & transitionsM&A & valuation
45
SAGE ROAD CAPITAL (HOUSTON, TX) left the SEC roster (was $146.0M RAUM, 4 reps). IAPD ↗fund
$146.0M RAUM · 4 reps · 713-364-1400 · sageroadcapital.com
Recruiting & transitionsM&A & valuation
45
MARLOWE PARTNERS LP (NEW YORK, NY) left the SEC roster (was $43.4M RAUM, 3 reps). IAPD ↗fund
$43.4M RAUM · 3 reps · 212-409-1100 · marlowepartners.com
Recruiting & transitionsM&A & valuation
45
LAW FINANCE GROUP MANAGEMENT COMPANY (DELRAY BEACH, FL) left the SEC roster (was $101.5M RAUM, 10 reps). IAPD ↗fund
$101.5M RAUM · 10 reps · 415-446-2300
Recruiting & transitionsM&A & valuation
45
M28 CAPITAL MANAGEMENT LP (STAMFORD, CT) left the SEC roster (was $120.8M RAUM, 1 reps). IAPD ↗fund
$120.8M RAUM · 1 reps · (203) 516-3730 · m28capital.com
Recruiting & transitionsM&A & valuation
45
HESTIA CAPITAL MANAGEMENT, LLC (CRANBERRY TOWNSHIP, PA) left the SEC roster (was $131.9M RAUM, 1 reps). IAPD ↗fund
$131.9M RAUM · 1 reps · (878) 217-4800 · hestiacapital.com
Recruiting & transitionsM&A & valuation
45
WELLINGS CAPITAL (FOREST, VA) left the SEC roster (was $201.9M RAUM, 5 reps). IAPD ↗fund
$201.9M RAUM · 5 reps · 800-844-2188 · wellingscapital.com
Recruiting & transitionsM&A & valuation
45
BEYOND GLOBAL MANAGEMENT, LLC (HOUSTON, TX) left the SEC roster (was $97.4M RAUM, 7 reps). IAPD ↗fund
$97.4M RAUM · 7 reps · 949-336-5630 · beyondgm.com
Recruiting & transitionsM&A & valuation
45
SYNCRACY OPERATIONAL MANAGEMENT LLC (location n/a) left the SEC roster (was $193.1M RAUM, 4 reps). IAPD ↗fund
$193.1M RAUM · 4 reps · 805-341-2023 · syncracy.io
Recruiting & transitionsM&A & valuation
45
AVENTINE CAPITAL MANAGEMENT LLC (CHICAGO, IL) left the SEC roster (was $4.1M RAUM, 1 reps). IAPD ↗fund
$4.1M RAUM · 1 reps · 312-548-8423
Recruiting & transitionsM&A & valuation
35
W1M INVESTMENT MANAGEMENT LIMITED (LONDON, United Kingdom) left the SEC roster (was $17.14B RAUM, 50 reps). IAPD ↗foreign
$17.14B RAUM · 50 reps · 0044 20 4617 2000
Recruiting & transitionsM&A & valuation
30
QIEF MANAGEMENT, LLC (QUATRE BORNES, Mauritius) left the SEC roster (was $26.9M RAUM, 2 reps). IAPD ↗foreign
$26.9M RAUM · 2 reps · 230 466 9795 · qief.com
Recruiting & transitionsM&A & valuation
30
PORTLAND HILL ASSET MANAGEMENT LIMITED (LONDON, United Kingdom) left the SEC roster (was $158.5M RAUM, 3 reps). IAPD ↗foreign
$158.5M RAUM · 3 reps · 44 203 890 9288 · portlandhill.com
Recruiting & transitionsM&A & valuation
30
LV ADVISORY SPA (SANTIAGO, Chile) left the SEC roster (was $0 RAUM, 4 reps). IAPD ↗foreign
$0 RAUM · 4 reps · 562-23398500
Recruiting & transitionsM&A & valuation
30
PRIVATE EQUITY (THAILAND) CO., LTD. (BANGKOK, Thailand) left the SEC roster (was $171.7M RAUM, 10 reps). IAPD ↗foreign
$171.7M RAUM · 10 reps · 662-685-3599
Recruiting & transitionsM&A & valuation
30
PLACID SOUND CAPITAL MANAGEMENT, LLC (GUATEMALA CITY, Guatemala) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗foreign
$0 RAUM · 1 reps · 202-790-3862
Recruiting & transitionsM&A & valuation
30
MODEL SIX OPERATIONS INC. (VANCOUVER, BC, Canada) left the SEC roster (was $34.7M RAUM, 4 reps). IAPD ↗foreign
$34.7M RAUM · 4 reps · 867-794-0742 · modelsix.com
Recruiting & transitionsM&A & valuation
30
ARCHER PORTFOLIO MANAGEMENT INC. (MONTREAL, QUEBEC, Canada) left the SEC roster (was $218.0M RAUM, 2 reps). IAPD ↗foreign
$218.0M RAUM · 2 reps · 514-395-2151 · archer.ca
Recruiting & transitionsM&A & valuation
30
TH GARP ETFS (LONDON, United Kingdom) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗foreign
$0 RAUM · 1 reps · +447778863790
Recruiting & transitionsM&A & valuation
relocation — 128 Main office moved to a different city or state.
50
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
$1721.03B RAUM · 175 reps · 800-650-9744 · thomaspartnersinvestmentmanagement.com
Office IT & facilitiesMarketing & brand
50
ARGENT ADVISORS, INC. moved its main office from MONROE, LA to RUSTON, LA. IAPD ↗
$1.71B RAUM · 12 reps · 318-251-5800 · ruston.argentadvisors.com
Office IT & facilitiesMarketing & brand
50
NICHOLAS INVESTMENT PARTNERS, L.P. moved its main office from RANCHO SANTA FE, CA to SAN DIEGO, CA. IAPD ↗
$1.45B RAUM · 5 reps · 858-759-4545 · nicpartners.com
Office IT & facilitiesMarketing & brand
50
REDHAWK WEALTH ADVISORS, INC. moved its main office from BLOOMINGTON, MN to MINNEAPOLIS, MN. IAPD ↗
$1.46B RAUM · 47 reps · 952-835-4295 · kingdomcalling.com
Office IT & facilitiesMarketing & brand
50
CAPRICORN INVESTMENT GROUP LLC moved its main office from PALO ALTO, CA to NEW YORK, NY. IAPD ↗
$18.85B RAUM · 16 reps · 646-289-3030 · capricornllc.com
Office IT & facilitiesMarketing & brand
50
CORNERSTONE WEALTH MANAGEMENT, LLC moved its main office from ST. PETERS, MO to DES PERES, MO. IAPD ↗
$4.93B RAUM · 102 reps · (314) 394-1670
Office IT & facilitiesMarketing & brand
50
IBEX WEALTH ADVISORS, LLC moved its main office from BEDMINSTER, NJ to WEST PALM BEACH, FL. IAPD ↗
$1.28B RAUM · 5 reps · 908-849-4800
Office IT & facilitiesMarketing & brand
50
GOOD LIFE ADVISORS, LLC moved its main office from READING, PA to CELEBRATION, FL. IAPD ↗
$4.35B RAUM · 88 reps · 407-477-4887
Office IT & facilitiesMarketing & brand
50
WORLD INVESTMENT ADVISORS, LLC moved its main office from SANTA BARBARA, CA to LINCROFT, NJ. IAPD ↗
$71.64B RAUM · 471 reps · 800-833-1862
Office IT & facilitiesMarketing & brand
50
TALON LLC moved its main office from THE VILLAGES, FL to SAN JUAN, PR. IAPD ↗
$1.06B RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com
Office IT & facilitiesMarketing & brand
50
PLATFORM TECHNOLOGY PARTNERS moved its main office from NEW YORK, NY to LOCUST VALLEY, NY. IAPD ↗
$1.23B RAUM · 9 reps · 212-444-2362 · neprivatewealth.com
Office IT & facilitiesMarketing & brand
50
CORIENT moved its main office from MIAMI, FL to MIAMI, IL. IAPD ↗
$165.25B RAUM · 620 reps · (305) 735-2020
Office IT & facilitiesMarketing & brand
50
MODERN WEALTH MANAGEMENT, LLC moved its main office from LENEXA, KS to KANSAS CITY, MO. IAPD ↗
$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site
Office IT & facilitiesMarketing & brand
48
ESTATE & TRUST ADVISORS moved its main office from NORTHBROOK, IL to RIVERWOODS, IL. IAPD ↗
$256.5M RAUM · 4 reps · 847-441-4600 · etaadvisor.com
Office IT & facilitiesMarketing & brand
48
AFT, FORSYTH AND COMPANY, INC. moved its main office from WEST PALM BEACH, FL to JUPITER, FL. IAPD ↗
$258.6M RAUM · 1 reps · 561-296-6680
Office IT & facilitiesMarketing & brand
48
ASSETBUILDER, INC. moved its main office from PLANO, TX to ALLEN, TX. IAPD ↗
$812.7M RAUM · 7 reps · 972-535-4040
Office IT & facilitiesMarketing & brand
48
SOUTH SHORE CAPITAL ADVISORS, LLC moved its main office from COHASSET, MA to BOSTON, MA. IAPD ↗
$272.8M RAUM · 2 reps · 781-740-9310 · sscainvest.com
Office IT & facilitiesMarketing & brand
48
LIGHTHOUSE RETIREMENT moved its main office from JACKSONVILLE, FL to PONTE VEDRA, FL. IAPD ↗
$284.6M RAUM · 1 reps · 772-299-7169 · lighthouseretirement.com
Office IT & facilitiesMarketing & brand
48
PERINI CAPITAL moved its main office from SCOTTSDALE, AZ to CARLSBAD, NM. IAPD ↗
$329.8M RAUM · 2 reps · 575-725-1978
Office IT & facilitiesMarketing & brand
48
SEROS FINANCIAL, LLC moved its main office from TEMPE, AZ to GILBERT, AZ. IAPD ↗
$359.2M RAUM · 7 reps · 480-967-1155
Office IT & facilitiesMarketing & brand
48
GENERATIONS WEALTH, LLC moved its main office from MASON, OH to CINCINNATI, OH. IAPD ↗
$307.8M RAUM · 6 reps · (513) 834-8056 · generationswealth.com
Office IT & facilitiesMarketing & brand
48
EXODUS WEALTH, LLC moved its main office from SAN RAMON, CA to FORT LAUDERDALE, FL. IAPD ↗
$483.6M RAUM · 51 reps · 925-791-4444 · thinkfloresfinancial.com
Office IT & facilitiesMarketing & brand
48
AURORA PRIVATE WEALTH, INC. moved its main office from ROCKAWAY, NJ to TOTOWA, NJ. IAPD ↗
$374.0M RAUM · 16 reps · 973-394-0404
Office IT & facilitiesMarketing & brand
48
WESTWARD INVESTMENT ADVISORY moved its main office from PRAIRIE VILLAGE, KS to MISSION, KS. IAPD ↗
$571.5M RAUM · 3 reps · 414-716-6300 · westwardinvestment.com
Office IT & facilitiesMarketing & brand
48
MATRIX PRIVATE CAPITAL GROUP moved its main office from NEW YORK, NY to CHICAGO, IL. IAPD ↗
$561.0M RAUM · 5 reps · 312-736-9572 · matrixpcg.com
Office IT & facilitiesMarketing & brand
48
AZTLAN EQUITY MANAGEMENT, LLC moved its main office from MONTERREY, NL, to MCLEAN, VA. IAPD ↗
$851.1M RAUM · 0 reps · 01-703-47-8020 · aztlanem.com
Office IT & facilitiesMarketing & brand
48
PGI WEALTH MANAGEMENT moved its main office from MILTON, GA to ALPHARETTA, GA. IAPD ↗
$930.6M RAUM · 7 reps · (888) 493-9022
Office IT & facilitiesMarketing & brand
48
KAIZEN FINANCIAL STRATEGIES, LLC moved its main office from CAMPBELL, CA to PLEASANTON, CA. IAPD ↗
$287.1M RAUM · 5 reps · (408) 819-9010
Office IT & facilitiesMarketing & brand
48
PAN GLOBAL ADVISERS, LLC moved its main office from COSTA MESA, CA to NEWPORT BEACH, CA. IAPD ↗
$270.5M RAUM · 1 reps · 949-878-9410 · familyofficeria.com
Office IT & facilitiesMarketing & brand
48
FOCUSED ALPHA, LLC moved its main office from DENVER, CO to GREENWOOD VILLAGE, CO. IAPD ↗
$663.9M RAUM · 5 reps · 303-529-5100
Office IT & facilitiesMarketing & brand
48
ALPHA LEONIS PARTNERS, LLC moved its main office from NEW YORK, NY to WAYNE, PA. IAPD ↗
$418.4M RAUM · 1 reps · 484-203-2910
Office IT & facilitiesMarketing & brand
48
SEVEN MILE ADVISORY LLC moved its main office from EWING, NJ to TALLAHASSEE, FL. IAPD ↗
$416.8M RAUM · 4 reps · 212-365-5562
Office IT & facilitiesMarketing & brand
48
SELBY LANE CAPITAL, LLC moved its main office from MENLO PARK, CA to CHARLOTTESVILLE, VA. IAPD ↗
$505.4M RAUM · 3 reps · 650-463-9511 · selbylane.com
Office IT & facilitiesMarketing & brand
48
LEGACY WEALTH ADVISORS, LLC moved its main office from MIAMI, FL to NORTH MIAMI BEACH, FL. IAPD ↗
$922.8M RAUM · 5 reps · 305-808-6140 · lwgadvisors.com
Office IT & facilitiesMarketing & brand
48
LYNK CAPITAL MANAGEMENT COMPANY, LLC moved its main office from RALEIGH, NC to JACKSONVILLE, FL. IAPD ↗
$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com
Office IT & facilitiesMarketing & brand
48
THRYVE WEALTH MANAGEMENT moved its main office from IRVING, TX to SANTA BARBARA, CA. IAPD ↗
$304.0M RAUM · 4 reps · 805-451-2909 · thryvewealthmanagement.com
Office IT & facilitiesMarketing & brand
48
MAXQ ASSET MANAGEMENT LLC moved its main office from NEWPORT BEACH, CA to GREENWOOD VILLAGE, CO. IAPD ↗
$407.7M RAUM · 1 reps · 720-452-2343 · maxqam.com
Office IT & facilitiesMarketing & brand
45
CHARLES SCHWAB & CO., INC. moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
$0 RAUM · 4127 reps · 415-667-7000
Office IT & facilitiesMarketing & brand
45
WESTPARK CAPITAL, INC. moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗
$53.1M RAUM · 11 reps · 310-843-9300 · wpcapital.com
Office IT & facilitiesMarketing & brand
45
RCM ROBINSON CAPITAL MANAGEMENT LLC moved its main office from MILL VALLEY, CA to SACRAMENTO, CA. IAPD ↗
$61.8M RAUM · 1 reps · 415-771-9421 · robinsoncapital.com
Office IT & facilitiesMarketing & brand
45
WATER VALLEY INVESTMENT ADVISORS, INC. moved its main office from LITTLE ELM, TX to SIOUX CENTER, IA. IAPD ↗
$157.2M RAUM · 3 reps · 7123950764 · wviainc.com
Office IT & facilitiesMarketing & brand
45
COMPREHENSIVE CAPITAL MANAGEMENT, INC. moved its main office from ROCKAWAY, NJ to TOTOWA, NJ. IAPD ↗
$77.5M RAUM · 9 reps · 973-394-0404 · harperandhodge.com
Office IT & facilitiesMarketing & brand
45
MARIN WEALTH ADVISORS LLC moved its main office from NOVATO, CA to SAN RAFAEL, CA. IAPD ↗
$69.4M RAUM · 2 reps · 415-458-5880 · marinwealthadvisors.com
Office IT & facilitiesMarketing & brand
45
THE PRIVATE INVESTMENT GROUP, INC. moved its main office from CENTERVILLE, OH to KETTERING, OH. IAPD ↗
$179.3M RAUM · 2 reps · 937-434-0500 · tpiginc.com
Office IT & facilitiesMarketing & brand
45
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. moved its main office from ROCHESTER, NY to JACKSONVILLE, FL. IAPD ↗
$90.8M RAUM · 1 reps · 585-563-8626 · gregoryschaffer.com
Office IT & facilitiesMarketing & brand
45
FAMILYWEALTH ASSET MANAGEMENT moved its main office from DALLAS, TX to LAKE MARY, FL. IAPD ↗
$177.0M RAUM · 3 reps · 866-746-3743 · familywealth.us
Office IT & facilitiesMarketing & brand
45
TOPTURN CAPITAL, LLC moved its main office from MONTEREY, CA to CARMEL, CA. IAPD ↗
$187.4M RAUM · 4 reps · (831) 324-0481
Office IT & facilitiesMarketing & brand
45
SCHWAB WEALTH ADVISORY, INC. moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
$0 RAUM · 1375 reps · 415-667-7000
Office IT & facilitiesMarketing & brand
45
REVALUE LLC moved its main office from HOWELL, MI to GRAND RAPIDS, MI. IAPD ↗
$128.5M RAUM · 4 reps · 888-642-2728
Office IT & facilitiesMarketing & brand
45
HARBOR ITHAKA moved its main office from MIAMI, FL to AVENTURA, FL. IAPD ↗
$171.2M RAUM · 3 reps · 305-755-7600 · hbr-itk.com
Office IT & facilitiesMarketing & brand
45
GLASS RETIREMENT STRATEGIES, INC. moved its main office from BINGHAM FARMS, MI to WEST BLOOMFIELD, MI. IAPD ↗
$20.1M RAUM · 1 reps · 248 647-2822 · glassretirement.com
Office IT & facilitiesMarketing & brand
45
ABBINGTON INVESTMENT GROUP, LLC moved its main office from WESTPORT, CT to SOUTH PORTLAND, ME. IAPD ↗
$202.1M RAUM · 3 reps · 207-433-5820 · abbingtongroup.com
Office IT & facilitiesMarketing & brand
45
COLARION moved its main office from BIRMINGHAM, AL to MOUNTAIN BROOK, AL. IAPD ↗
$188.3M RAUM · 3 reps · 205 410 9443
Office IT & facilitiesMarketing & brand
45
WEALTHUNITE ADVISORS, LLC moved its main office from NEW YORK, NY to MANHASSET, NY. IAPD ↗
$63.1M RAUM · 1 reps · (516) 805-2024
Office IT & facilitiesMarketing & brand
45
PROVIDENT FINANCIAL PLANNING, LLC moved its main office from PLANO, TX to ADDISON, TX. IAPD ↗
$174.2M RAUM · 2 reps · 888-752-6234 · providentfp.com
Office IT & facilitiesMarketing & brand
45
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC moved its main office from PRINCETON, NJ to LAWRENCEVILLE, NJ. IAPD ↗
$207.4M RAUM · 5 reps · 609-945-1772 · wkswa.com
Office IT & facilitiesMarketing & brand
45
PLANROCK WEALTH STRATEGIES, LLC moved its main office from FRANKLIN, TN to BRENTWOOD, TN. IAPD ↗
$71.0M RAUM · 6 reps · 800-677-6025 · planrock.com
Office IT & facilitiesMarketing & brand
45
VERTIS WEALTH, LLC moved its main office from KALAMAZOO, MI to CHICAGO, IL. IAPD ↗
$140.7M RAUM · 6 reps · 774-874-3686 · vertiswealth.com
Office IT & facilitiesMarketing & brand
45
GILPIN WEALTH MANAGEMENT LLC moved its main office from DENVER, CO to GOLDEN, CO. IAPD ↗
$227.2M RAUM · 4 reps · 720-893-2800 · gilpinwealth.com
Office IT & facilitiesMarketing & brand
45
BUCKEYE-PACIFIC moved its main office from CHICAGO, IL to NAPLES, FL. IAPD ↗
$225.4M RAUM · 3 reps · 312-858-1670 · twinlakefunds.com
Office IT & facilitiesMarketing & brand
45
MAIDEN COVE CAPITAL moved its main office from CAPE ELIZABETH, ME to YARMOUTH, ME. IAPD ↗
$153.7M RAUM · 2 reps · 207-482-3840 · maidencove.com
Office IT & facilitiesMarketing & brand
45
TRG INVESTMENT ADVISORS, LLC moved its main office from BRATTLEBORO, VT to DENVER, CO. IAPD ↗
$167.1M RAUM · 6 reps · 800-222-6016
Office IT & facilitiesMarketing & brand
45
STREETBEAT LLC moved its main office from PALO ALTO, CA to WILMINGTON, DE. IAPD ↗
$4.9M RAUM · 0 reps · 650-204-0399
Office IT & facilitiesMarketing & brand
45
UNITY WEALTH PARTNERS moved its main office from ORANGE, CA to NEWPORT BEACH, CA. IAPD ↗
$7.1M RAUM · 2 reps · (949) 688-0928 · nurtureplanning.com
Office IT & facilitiesMarketing & brand
45
STRADA FINANCIAL GROUP LLC moved its main office from FAIRVIEW, OR to BORING, OR. IAPD ↗
$159.2M RAUM · 2 reps · 503-667-5355 · stradafg.com
Office IT & facilitiesMarketing & brand
45
VECTOR TECHNOLOGIES, LLC moved its main office from MIAMI, FL to MIAMI BEACH, FL. IAPD ↗
$0 RAUM · 2 reps · 305-317-0140
Office IT & facilitiesMarketing & brand
45
REWBIX moved its main office from HOUSTON, TX to AUSTIN, TX. IAPD ↗
$20,000 RAUM · 1 reps · 650-309-9099 · rewbix.com
Office IT & facilitiesMarketing & brand
45
RIGDEN CAPITAL STRATEGIES moved its main office from DENVER, CO to ENGLEWOOD, CO. IAPD ↗
$130.1M RAUM · 6 reps · 303-351-1618
Office IT & facilitiesMarketing & brand
45
BERILIUM moved its main office from SANTA ANA, CA to LAKE FOREST, CA. IAPD ↗
$4.5M RAUM · 1 reps · (640) 300-0475 · berilium.co
Office IT & facilitiesMarketing & brand
45
FINANCIAL MANAGEMENT ASSOCIATES, LLC moved its main office from NORTH ANDOVER, MA to WINDHAM, NH. IAPD ↗
$135.8M RAUM · 1 reps · 978-687-2867 · fmallc.com
Office IT & facilitiesMarketing & brand
45
VISDOM INVESTMENT GROUP LLC moved its main office from WESTPORT, CT to RYE BROOK, NY. IAPD ↗
$53.1M RAUM · 4 reps · (203) 803-7222
Office IT & facilitiesMarketing & brand
45
SALIENT WEALTH PLANNING moved its main office from SAN DIEGO, CA to ENCINITAS, CA. IAPD ↗
$239.4M RAUM · 3 reps · 858-768-0096 · salientwealthplanning.com
Office IT & facilitiesMarketing & brand
45
RDG CAPITAL MANAGEMENT LLC moved its main office from ROCHESTER, NY to PITTSFORD, NY. IAPD ↗
$131.8M RAUM · 3 reps · 585-673-2690 · rdgcapitalmanagement.com
Office IT & facilitiesMarketing & brand
45
MURPHY CLARKE WILLIAMS & STONE LLC moved its main office from CORAL GABLES, FL to MIAMI BEACH, FL. IAPD ↗
$181.2M RAUM · 2 reps · (305) 954-1521 · mcwstone.com
Office IT & facilitiesMarketing & brand
45
VINCENT WEALTH ADVISORS LLC moved its main office from HINGHAM, MA to NORWELL, MA. IAPD ↗
$152.9M RAUM · 1 reps · (781) 556-8623 · vincentwealth.com
Office IT & facilitiesMarketing & brand
45
EAGLE'S CREST ADVISORS, LLC moved its main office from MELVILLE, NY to HUNTINGTON, NY. IAPD ↗
$65.3M RAUM · 1 reps · 646-627-6030
Office IT & facilitiesMarketing & brand
45
AFT US CAPITAL LLC moved its main office from PALO ALTO, CA to SAN FRANCISCO, CA. IAPD ↗
$214 RAUM · 0 reps · 213-454-0601 · aspireapp.com
Office IT & facilitiesMarketing & brand
45
NORTHILL AIMS, LLC moved its main office from DALLAS, TX to RICHARDSON, TX. IAPD ↗
$249.5M RAUM · 2 reps · (972) 480-6202 · northillaims.com
Office IT & facilitiesMarketing & brand
40
FOREST CAPITAL MANAGEMENT, LLC moved its main office from NAPLES, FL to CHICAGO, IL. IAPD ↗institutional
$3.75B RAUM · 8 reps · 312-809-6010
Office IT & facilitiesMarketing & brand
40
CANOPY CAPITAL GROUP moved its main office from WINCHESTER, MA to WOBURN, MA. IAPD ↗institutional
$1.32B RAUM · 5 reps · 781-222-3972 · canopycapital.com
Office IT & facilitiesMarketing & brand
38
ANCORATO moved its main office from MERIDIAN, ID to BOISE, ID. IAPD ↗institutional
$283.7M RAUM · 6 reps · 208-925-0006 · legacy-is.com
Office IT & facilitiesMarketing & brand
35
MARINER INVESTMENT GROUP, LLC moved its main office from HARRISON, NY to NEW YORK, NY. IAPD ↗fund
$149.62B RAUM · 91 reps · 914-670-4300 · marinerinvestment.com
Office IT & facilitiesMarketing & brand
35
JERICHO CAPITAL ASSET MANAGEMENT L.P. moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗fund
$10.11B RAUM · 8 reps · 212-946-7650 · jerichocap.com
Office IT & facilitiesMarketing & brand
35
LATERAL INVESTMENT MANAGEMENT, LLC moved its main office from SAN MATEO, CA to BURLINGAME, CA. IAPD ↗fund
$1.00B RAUM · 13 reps · 650-396-2200 · lateralim.com
Office IT & facilitiesMarketing & brand
35
ALTIMETER CAPITAL MANAGEMENT, LP moved its main office from BOSTON, MA to MENLO PARK, CA. IAPD ↗fund
$18.75B RAUM · 13 reps · 650-257-8355
Office IT & facilitiesMarketing & brand
35
ALPHA WAVE GLOBAL, LP moved its main office from NEW YORK, NY to MIAMI BEACH, FL. IAPD ↗fund
$26.66B RAUM · 48 reps · 212 803-9080
Office IT & facilitiesMarketing & brand
35
ACORE CAPITAL, LP moved its main office from SAN FRANCISCO, CA to NEW YORK, NY. IAPD ↗fund
$18.27B RAUM · 70 reps · (212) 235-1280
Office IT & facilitiesMarketing & brand
35
UPFRONT VENTURES moved its main office from SANTA MONICA, CA to LOS ANGELES, CA. IAPD ↗fund
$3.38B RAUM · 8 reps · 310-785-5100
Office IT & facilitiesMarketing & brand
35
ARENA INVESTORS, LP moved its main office from PURCHASE, NY to NEW YORK, NY. IAPD ↗fund
$2.99B RAUM · 34 reps · 212-612-3205
Office IT & facilitiesMarketing & brand
35
CHANNING GLOBAL ADVISORS, LLC moved its main office from MIAMI, FL to FORT LAUDERDALE, FL. IAPD ↗fund
$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com
Office IT & facilitiesMarketing & brand
35
SR ONE CAPITAL MANAGEMENT, LP moved its main office from WAYNE, PA to REDWOOD CITY, CA. IAPD ↗fund
$2.44B RAUM · 15 reps · (408)-303-2673 · srone.com
Office IT & facilitiesMarketing & brand
35
TIMBER POINT CAPITAL MANAGEMENT moved its main office from BRIARCLIFF MANOR, NY to WHITE PLAINS, NY. IAPD ↗institutional
$188.3M RAUM · 3 reps · 9148983038 · timberpointcapital.com
Office IT & facilitiesMarketing & brand
35
VOLOFIN CAPITAL MANAGEMENT moved its main office from NEW YORK, NY to DANIEL ISLAND, SC. IAPD ↗fund
$1.01B RAUM · 4 reps · (646) 866-6997 · volofin.com
Office IT & facilitiesMarketing & brand
35
ARDMORE ROAD ASSET MANAGEMENT LP moved its main office from NEW YORK, NY to WESTPORT, CT. IAPD ↗fund
$2.83B RAUM · 13 reps · 646-793-6220 · ardmoreroad.com
Office IT & facilitiesMarketing & brand
35
ALTERRA IOS MANAGER, LLC moved its main office from BRYN MAWR, PA to RADNOR, PA. IAPD ↗fund
$3.19B RAUM · 20 reps · 215-240-1231 · ios.alterraproperty.com
Office IT & facilitiesMarketing & brand
35
MILITIA CAPITAL MANAGEMENT, LLC moved its main office from LAS VEGAS, NV to AUSTIN, TX. IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
Office IT & facilitiesMarketing & brand
33
SPRING MOUNTAIN CAPITAL, LP moved its main office from WEST WINDSOR, NJ to NEW YORK, NY. IAPD ↗fund
$310.9M RAUM · 9 reps · 212-292-8300 · westharleminnovationnetwork.com
Office IT & facilitiesMarketing & brand
33
BENCHMARK PLUS MANAGEMENT moved its main office from TACOMA, WA to GIG HARBOR, WA. IAPD ↗fund
$767.4M RAUM · 2 reps · 253-573-0657 · bpfunds.com
Office IT & facilitiesMarketing & brand
33
AGIS MANAGEMENT LLC moved its main office from BOSTON, MA to CLEARWATER, FL. IAPD ↗fund
$428.7M RAUM · 16 reps · 617-350-9894 · agiscapital.com
Office IT & facilitiesMarketing & brand
33
SOLACE CAPITAL PARTNERS, L.P. moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA. IAPD ↗fund
$508.1M RAUM · 8 reps · (310) 919-5401 · solacecap.com
Office IT & facilitiesMarketing & brand
33
BARCA CAPITAL, LLC moved its main office from NEWTON, MA to WEST NEWTON, MA. IAPD ↗fund
$439.0M RAUM · 2 reps · 415-992-6334 · barcacapital.com
Office IT & facilitiesMarketing & brand
33
HAZOOR PARTNERS, LLC moved its main office from FORT WORTH, TX to AUSTIN, TX. IAPD ↗fund
$330.7M RAUM · 6 reps · 458-203-0665 · hazoorpartners.com
Office IT & facilitiesMarketing & brand
33
MCGINTY ROAD PARTNERS, LP moved its main office from MINNEAPOLIS, MN to MINNETONKA, MN. IAPD ↗fund
$646.0M RAUM · 8 reps · (651) 294-4574 · mcgintyroad.com
Office IT & facilitiesMarketing & brand
33
POETIC GROUP LLC moved its main office from NEW ROCHELLE, NY to HACKENSACK, NJ. IAPD ↗fund
$802.5M RAUM · 4 reps · 646-793-4551 · poethillcap.com
Office IT & facilitiesMarketing & brand
33
P4G CAPITAL MANAGEMENT, LLC moved its main office from SAN FRANCISCO, CA to STATELINE, NV. IAPD ↗fund
$419.7M RAUM · 8 reps · (415) 510-2160 · p4gcap.com
Office IT & facilitiesMarketing & brand
33
SAFE HARBOR CAPITAL PARTNERS moved its main office from DORAL, FL to COCONUT GROVE, FL. IAPD ↗fund
$343.8M RAUM · 4 reps · 786-230-1609 · safeharborcp.com
Office IT & facilitiesMarketing & brand
33
TRINITY FUND ADVISORS LLC moved its main office from HONOLULU, HI to MIAMI, FL. IAPD ↗fund
$930.0M RAUM · 25 reps · 305-800-1115
Office IT & facilitiesMarketing & brand
33
FACTORIAL FUNDS MANAGEMENT LLC moved its main office from NEWPORT BEACH, CA to SAN FRANCISCO, CA. IAPD ↗fund
$967.0M RAUM · 3 reps · 209-265-8990 · factorialfunds.com
Office IT & facilitiesMarketing & brand
33
CORTEN REAL ESTATE MANAGEMENT LLC moved its main office from WILMINGTON, DE to PHILADELPHIA, PA. IAPD ↗fund
$457.4M RAUM · 12 reps · 215-454-7381
Office IT & facilitiesMarketing & brand
33
NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP moved its main office from NEW YORK, NY to CHICAGO, IL. IAPD ↗fund
$334.6M RAUM · 3 reps · 312-325-7700
Office IT & facilitiesMarketing & brand
30
OPPENHEIMERFUNDS INC moved its main office from NEW YORK, NY to ATLANTA, GA. IAPD ↗fund
$827,684 RAUM · 4 reps · 404-892-0896
Office IT & facilitiesMarketing & brand
30
LIONSTONE INVESTMENTS moved its main office from HOUSTON, TX to BOSTON, MA. IAPD ↗fund
$224.4M RAUM · 0 reps · 8002252365 · lionstoneinvestments.com
Office IT & facilitiesMarketing & brand
30
SILVERHAWK CAPITAL PARTNERS, LLC moved its main office from GREENWICH, CT to OVERLAND PARK, KS. IAPD ↗fund
$137.2M RAUM · 5 reps · 9132532225 · silverhawkcapitalpartners.com
Office IT & facilitiesMarketing & brand
30
CHANGE GLOBAL INVESTMENT, LLC moved its main office from CAMAS, WA to NEW YORK, NY. IAPD ↗fund
$226.0M RAUM · 6 reps · 212-878-3678 · changegi.com
Office IT & facilitiesMarketing & brand
30
LBB HOLDING COMPANY LLC moved its main office from NEW YORK, NY to NORWALK, CT. IAPD ↗fund
$199.5M RAUM · 4 reps · 203-299-3220 · lbb-industries.com
Office IT & facilitiesMarketing & brand
30
ARROWHEAD INVESTMENT MANAGEMENT LLC moved its main office from GREENWICH, CT to WHITE PLAINS, NY. IAPD ↗fund
$77.6M RAUM · 4 reps · 203-485-0700 · arrowheadmgt.com
Office IT & facilitiesMarketing & brand
30
HONDIUS CAPITAL MANAGEMENT, LP moved its main office from STAMFORD, CT to NORWALK, CT. IAPD ↗fund
$129.9M RAUM · 4 reps · 203-930-2200
Office IT & facilitiesMarketing & brand
30
DREAMERS MANAGEMENT LLC moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA. IAPD ↗fund
$135.2M RAUM · 6 reps · 626-616-2017 · dreamers.vc
Office IT & facilitiesMarketing & brand
30
VALORAN CAPITAL MANAGEMENT moved its main office from CHICAGO, IL to NAPERVILLE, IL. IAPD ↗fund
$157.8M RAUM · 3 reps · 312-545-5572 · valorancapitalmanagement.com
Office IT & facilitiesMarketing & brand
30
FOREST ROAD ASSET MANAGEMENT LLC moved its main office from EL SEGUNDO, CA to LOS ANGELES, CA. IAPD ↗fund
$161.1M RAUM · 7 reps · 302-265-0167
Office IT & facilitiesMarketing & brand
30
XPV MANAGEMENT LLC moved its main office from BEL AIR, CA to EL SEGUNDO, CA. IAPD ↗fund
$194.3M RAUM · 14 reps · 626-616-2017
Office IT & facilitiesMarketing & brand
30
GLOBAL DELTA CAPITAL, LLC moved its main office from BOSTON, MA to SOMERVILLE, MA. IAPD ↗fund
$220.9M RAUM · 6 reps · 501-952-9465 · globaldeltacapital.com
Office IT & facilitiesMarketing & brand
30
ARGOSY-LIONBRIDGE MANAGEMENT, LLC moved its main office from NEW YORK, NY to WAYNE, PA. IAPD ↗fund
$189.1M RAUM · 6 reps · (646) 536-7422 · argosylbm.com
Office IT & facilitiesMarketing & brand
20
MAWER INVESTMENT MANAGEMENT LTD. moved its main office from CALGARY, to CALGARY, ALBERTA, . IAPD ↗foreign
$40.94B RAUM · 87 reps · 403-262-4673
Office IT & facilitiesMarketing & brand
15
ARETE WEALTH STRATEGISTS moved its main office from BRISBANE CITY, to BRISBANE, . IAPD ↗foreign
$133.7M RAUM · 2 reps · (888) 544-3250 · arete-wa.com
Office IT & facilitiesMarketing & brand
15
KAIZEN CAPITAL PARTNERS LIMITED moved its main office from CENTRAL, to CAUSEWAY BAY, . IAPD ↗foreign
$0 RAUM · 0 reps · +852 3840 8800
Office IT & facilitiesMarketing & brand
15
ORMONDE INVESTMENT MANAGEMENT, LLC moved its main office from LONDON, to AYLSHAM, . IAPD ↗foreign
$97.7M RAUM · 2 reps · +44 204 524 3210 · ormondepartners.com
Office IT & facilitiesMarketing & brand
15
HEXIS CAPITAL MANAGEMENT moved its main office from SEVENOAKS, KENT, to LONDON, . IAPD ↗foreign
$0 RAUM · 2 reps · 44-7717-878-098 · hexis.capital
Office IT & facilitiesMarketing & brand
rename — 113 Primary business name changed: rebrand, merger, or ownership change.
60
KAYNE ANDERSON CAPITAL ADVISORS LP is now doing business as KAYNE ANDERSON CAPITAL ADVISORS, L.P.. IAPD ↗
$34.11B RAUM · 142 reps · 310-282-7900
Marketing & brandCRM
60
ALLEGHENY FINANCIAL GROUP LTD is now doing business as ALLEGHENY FINANCIAL GROUP. IAPD ↗
$5.59B RAUM · 28 reps · 412-367-3880
Marketing & brandCRM
60
DORSEY, WRIGHT & ASSOCIATES, LLC is now doing business as NASDAQ DORSEY WRIGHT. IAPD ↗
$1.01B RAUM · 14 reps · 804-320-8511
Marketing & brandCRM
60
HIRTLE, CALLAGHAN & CO., LLC is now doing business as HIRTLE & CO., LLC. IAPD ↗
$25.41B RAUM · 48 reps · 610-828-7200 · hirtle.com
Marketing & brandCRM
60
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS is now doing business as CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS. IAPD ↗
$33.88B RAUM · 104 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
Marketing & brandCRM
60
BNY ADVISORS is now doing business as BNY MELLON ADVISORS, INC.. IAPD ↗
$33.48B RAUM · 44 reps · 212-495-1784
Marketing & brandCRM
60
BEARD INVESTMENT SERVICES, INC. is now doing business as BPS WEALTH ADVISORS, INC.. IAPD ↗
$1.08B RAUM · 5 reps · 330-758-0575 · beardpension.com
Marketing & brandCRM
60
LEGACY WEALTH MANAGEMENT INC is now doing business as LEGACY WEALTH MANAGEMENT, LLC. IAPD ↗
$2.66B RAUM · 16 reps · 901-758-9006
Marketing & brandCRM
60
BOREAL CAPITAL MANAGEMENT LLC is now doing business as MORA CAPITAL MANAGEMENT, LLC. IAPD ↗
$1.90B RAUM · 29 reps · 305-459-5400 · moracm.com
Marketing & brandCRM
60
AA FINANCIAL ADVISORS, LLC is now doing business as ANTOLINO WEALTH ADVISORS. IAPD ↗
$1.42B RAUM · 10 reps · 614-442-3355
Marketing & brandCRM
60
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. is now doing business as ACROPOLIS INVESTMENT MANAGEMENT. IAPD ↗
$2.61B RAUM · 38 reps · 888-882-0072 · acropolisinvestment.biz
Marketing & brandCRM
60
MARINER WEALTH is now doing business as MARINER. IAPD ↗
$125.41B RAUM · 933 reps · 913-904-5700 · partnerwithmariner.com
Marketing & brandCRM
60
ANDINA FAMILY OFFICES is now doing business as ANDINA ADVISORS. IAPD ↗
$1.26B RAUM · 13 reps · (435) 250 3700 · andinaadvisors.com
Marketing & brandCRM
60
OAK CITY CONSULTING, LLC is now doing business as OAK CITY INVESTMENT CONSULTING. IAPD ↗
$1.43B RAUM · 3 reps · 919-844-6450 · oakcityconsulting.com
Marketing & brandCRM
60
STASH INVEST is now doing business as STASH. IAPD ↗
$4.92B RAUM · 6 reps · (800) 205-5164 · pinterest.com
Marketing & brandCRM
60
TALON PRIVATE WEALTH, LLC is now doing business as TALON LLC. IAPD ↗
$1.06B RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com
Marketing & brandCRM
60
ESL NEWCO I, LLC is now doing business as ALESCO ADVISORS, LLC, AN ESL COMPANY. IAPD ↗
$5.61B RAUM · 13 reps · 585-586-0970
Marketing & brandCRM
58
USA FINANCIAL SECURITIES CORPORATION is now doing business as USA FINANCIAL SECURITIES LLC. IAPD ↗
$296.5M RAUM · 134 reps · 888-407-8198 · usafinancial.com
Marketing & brandCRM
58
NORTHSTAR ASSET MANAGEMENT INC is now doing business as NORTHSTAR ASSET MANAGEMENT, INC. IAPD ↗
$805.9M RAUM · 9 reps · 617-522-2635 · northstarasset.com
Marketing & brandCRM
58
SAXON WOODS ADVISORS LLC is now doing business as ALPINE SAXON WOODS. IAPD ↗
$669.6M RAUM · 3 reps · 914-251-0880 · alpinesaxonwoods.com
Marketing & brandCRM
58
HAROLD DAVIDSON & ASSOCIATES INC is now doing business as HAROLD DAVIDSON & ASSOCIATES, INC. IAPD ↗
$390.5M RAUM · 3 reps · 310-553-5551
Marketing & brandCRM
58
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is now doing business as JPC WEALTH MANAGEMENT, INC.. IAPD ↗
$312.7M RAUM · 2 reps · (650) 463-0200
Marketing & brandCRM
58
ALTRUIST FINANCIAL ADVISORS LLC is now doing business as PRUFID FINANCIAL ADVISORS LLC. IAPD ↗
$358.0M RAUM · 1 reps · 269-857-2743 · prufidfa.com
Marketing & brandCRM
58
WEALTHEDGE INVESTMENT ADVISORS LLC is now doing business as WEALTHEDGE INVESTMENT ADVISORS, LLC. IAPD ↗
$472.1M RAUM · 6 reps · 212-687-3600 · wealthedge.com
Marketing & brandCRM
58
PLOTKIN FINANCIAL ADVISORS, LLC is now doing business as PEAKSTONE FINANCIAL ADVISORS. IAPD ↗
$255.9M RAUM · 3 reps · 301-907-9790 · pfallc.com
Marketing & brandCRM
58
CLIFFORD CAPITAL PARTNERS, LLC is now doing business as LONE PEAK GLOBAL INVESTORS, LLC. IAPD ↗
$598.4M RAUM · 5 reps · 385-387-1212
Marketing & brandCRM
58
SMITH FINANCIAL INVESTMENT ADVISORS, INC. is now doing business as SMITH FINANCIAL. IAPD ↗
$456.9M RAUM · 5 reps · 765-459-4111 · smithfinancial.com
Marketing & brandCRM
58
BCP ADVISORS LLC is now doing business as XENDIA WEALTH LLC. IAPD ↗
$475.3M RAUM · 5 reps · 305-415-0060 · monexinvestor.com
Marketing & brandCRM
58
PROSPERITY WEALTH MANAGEMENT, INC. is now doing business as EXODUS WEALTH, LLC. IAPD ↗
$483.6M RAUM · 51 reps · 925-791-4444 · thinkfloresfinancial.com
Marketing & brandCRM
58
BUCKLEY WEALTH MANAGEMENT, LLC is now doing business as BUCKLEY WEALTH. IAPD ↗
$644.0M RAUM · 5 reps · 702-805-1010 · buckleywealth.com
Marketing & brandCRM
58
FINANCIAL SERVICES OF AMERICA ADVISORS is now doing business as FSA ADVISORS, INC.. IAPD ↗
$573.4M RAUM · 31 reps · (800) 977-9292 · fsa1.com
Marketing & brandCRM
58
PANORAMIC INVESTMENT ADVISORS is now doing business as FORTY NORTH WEALTH. IAPD ↗
$350.6M RAUM · 8 reps · 303-691-1808 · insightassetmgmt.com
Marketing & brandCRM
58
WPG FINANCIAL GROUP, LLC is now doing business as WEALTH PLANNING GROUP. IAPD ↗
$360.9M RAUM · 4 reps · 410-522-2030
Marketing & brandCRM
58
HOXTON WEALTH USA LLC is now doing business as HOXTON WEALTH. IAPD ↗
$803.5M RAUM · 34 reps · 737-249-9620
Marketing & brandCRM
58
TWO PRIME LLC is now doing business as TWO PRIME INC.. IAPD ↗
$416.5M RAUM · 5 reps · 480-290-4951 · twoprime.io
Marketing & brandCRM
58
CLOUD CAPITAL is now doing business as CLOUD CAPITAL MANAGEMENT. IAPD ↗
$300.2M RAUM · 5 reps · 8007954303 · cloudcapital.us
Marketing & brandCRM
58
VARRA WEALTH MANAGEMENT LLC is now doing business as VARRA FINANCIAL. IAPD ↗
$305.6M RAUM · 7 reps · 303 665 2822
Marketing & brandCRM
58
ADVANTAGE RETIREMENT GROUP is now doing business as ADVANTAGE WEALTH PARTNERS. IAPD ↗
$675.5M RAUM · 4 reps · 239-561-1155 · advantagewealthpartners.com
Marketing & brandCRM
58
TRADEWELL SECURITIES, LLC is now doing business as TRADEWELL TAX & FINANCIAL. IAPD ↗
$275.8M RAUM · 5 reps · 260-490-2084 · tradewelltax.com
Marketing & brandCRM
58
JW NOVA WEALTH PARTNERS is now doing business as PW NOVA FINANCIAL SERVICES LLC. IAPD ↗
$654.3M RAUM · 6 reps · 267-753-7065 · jwnova.com
Marketing & brandCRM
58
EXCELSIOR ADVISOR NETWORK LLC is now doing business as XCELSIOR ADVISOR PARTNERS LLC. IAPD ↗
$650.7M RAUM · 13 reps · 480-866-8616 · bvprivatewealth.com
Marketing & brandCRM
55
MONEY MANAGERS INC is now doing business as MONEY MANAGERS, INC.. IAPD ↗
$146.6M RAUM · 4 reps · (210)349-9494 · moneymanagersinctx.com
Marketing & brandCRM
55
CAITLIN JOHN, LLC is now doing business as SIMPLYRIA ADVISOR NETWORK. IAPD ↗
$214.9M RAUM · 24 reps · 810-355-1325 · caitlinjohn.com
Marketing & brandCRM
55
A SMARTER WAY TO INVEST, INC. is now doing business as A SMARTER WAY TO INVEST. IAPD ↗
$150.0M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
Marketing & brandCRM
55
PROFUSION FINANCIAL is now doing business as PROFUSION PRIVATE WEALTH. IAPD ↗
$175.7M RAUM · 3 reps · (314) 441-6107 · ppwadvisors.com
Marketing & brandCRM
55
CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC is now doing business as CYPRESS POINT CAPITAL MANAGEMENT, LLC. IAPD ↗
$184.4M RAUM · 1 reps · 917-885-5382
Marketing & brandCRM
55
M1 FINANCE is now doing business as M1 ADVISORY. IAPD ↗
$633,573 RAUM · 0 reps · 312-600-2883 · m1.com
Marketing & brandCRM
55
EPIC PRIVATE WEALTH is now doing business as LEGACY CORNERSTONE WEALTH. IAPD ↗
$106.1M RAUM · 1 reps · 702-767-9891
Marketing & brandCRM
55
OAKMONT WEALTH ADVISORY, LLC is now doing business as WHITE OAK WEALTH MANAGEMENT. IAPD ↗
$124.2M RAUM · 2 reps · 443-741-9101 · whiteoakwealthmanagement.com
Marketing & brandCRM
55
TROUTMAN WEALTH MANAGEMENT is now doing business as TROUTMAN WEALTH. IAPD ↗
$152.5M RAUM · 1 reps · 484-256-7466 · troutmanwealth.com
Marketing & brandCRM
55
PARK AVENUE INVESTMENT ADVISORY, LLC is now doing business as GUARDIAN WEALTH PARTNERS, LLC. IAPD ↗
$191.4M RAUM · 75 reps · 800-879-6934 · parkavenuesecurities.com
Marketing & brandCRM
55
ALINEA INVEST, INC. is now doing business as ALINEA ADVISORY SERVICES LLC. IAPD ↗
$66.6M RAUM · 1 reps · 516-469-9482
Marketing & brandCRM
55
WINNOW WEALTH, LLC is now doing business as WNNW WEALTH. IAPD ↗
$145.0M RAUM · 5 reps · 254-776-8400
Marketing & brandCRM
55
FORTHRIGHT CAPITAL ADVISORY is now doing business as FORTHRIGHT CAPITAL. IAPD ↗
$107.7M RAUM · 21 reps · 725-712-3016 · forthrightcps.com
Marketing & brandCRM
55
CORDINGLEY & PARKINSON WEALTH MANAGEMENT is now doing business as SAND CREEK CAPITAL, LLC. IAPD ↗
$229.8M RAUM · 5 reps · 208-356-9022 · sandcreekcap.com
Marketing & brandCRM
55
ROCKBRIDGE CAPITAL MANAGEMENT is now doing business as ROCKBRIDGE ASSET MANAGEMENT, LLC. IAPD ↗
$218.0M RAUM · 2 reps · 571.982.5398 · rockbridgecap.com
Marketing & brandCRM
55
GEN INVEST LLC is now doing business as VANTAR. IAPD ↗
$40,000 RAUM · 1 reps · +12014974207 · gencapita.com
Marketing & brandCRM
55
SHAPOSHNIK CAPITAL MANAGEMENT LLC is now doing business as RAINWATER EQUITY LLC. IAPD ↗
$19.1M RAUM · 1 reps · 310-492-3333
Marketing & brandCRM
55
FIVE ELEVEN FAMILY OFFICE LLC is now doing business as FIVE ELEVEN PARTNERS. IAPD ↗
$162.7M RAUM · 4 reps · 917-685-1360 · five11partners.com
Marketing & brandCRM
55
WEALTHDOOR INVEST is now doing business as NESTVST. IAPD ↗
$7,067 RAUM · 1 reps · 832-592-1760 · wealthdoor.com
Marketing & brandCRM
55
GALLACHER CAPITAL LLC is now doing business as FORWARD WEALTH. IAPD ↗
$0 RAUM · 8 reps · 303-708-1640
Marketing & brandCRM
50
NLG CAPITAL, INC. is now doing business as NLG CAPITAL LLC. IAPD ↗institutional
$46.55B RAUM · 48 reps · 802-229-3773
Marketing & brandCRM
50
LINCOLN ADVISORS is now doing business as LPC REALTY ADVISORS I, LLC. IAPD ↗institutional
$1.65B RAUM · 7 reps · 312-345-8780 · lincolnadvisors.com
Marketing & brandCRM
50
LINCOLN ADVISORS is now doing business as LINCOLN ADVISORY GROUP, LLC. IAPD ↗institutional
$3.22B RAUM · 9 reps · 312-345-8780 · lincolnadvisors.com
Marketing & brandCRM
50
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC is now doing business as FIDUCIARY CONSULTING GROUP. IAPD ↗institutional
$14.73B RAUM · 33 reps · 303-333-7770
Marketing & brandCRM
50
AMPLIFY INVESTMENTS LLC is now doing business as AMPLIFY ETFS. IAPD ↗institutional
$17.70B RAUM · 5 reps · (630) 487-2530
Marketing & brandCRM
50
TREMBLANT CAPITAL GROUP is now doing business as TREMBLANT ADVISORS LP. IAPD ↗institutional
$3.27B RAUM · 10 reps · 212-303-7373 · tremblantetf.com
Marketing & brandCRM
50
AMUNDI is now doing business as AMUNDI US. IAPD ↗institutional
$1.13B RAUM · 17 reps · (617)-885-0250
Marketing & brandCRM
48
PARADIGM PARTNERS CAPITAL MANAGEMENT is now doing business as PARADIGM INVESTMENT MANAGEMENT. IAPD ↗institutional
$725.2M RAUM · 2 reps · 7868713411 · paradigmpcm.com
Marketing & brandCRM
45
CURCIO WEBB, LLC is now doing business as CURCIO WEBB LLC. IAPD ↗institutional
$0 RAUM · 7 reps · 609-737-4100 · curciowebb.com
Marketing & brandCRM
45
HCI EQUITY MANAGEMENT, L.P. is now doing business as ORIDIAN CAPITAL MANAGEMENT, L.P.. IAPD ↗fund
$1.20B RAUM · 16 reps · 202-371-0150
Marketing & brandCRM
45
INDUSTRY VENTURES, L.L.C. is now doing business as INDUSTRY VENTURES. IAPD ↗fund
$9.02B RAUM · 26 reps · 415-273-4201
Marketing & brandCRM
45
SHOREVIEW INDUSTRIES II, LLC is now doing business as SHOREVIEW INDUSTRIES V, LLC. IAPD ↗fund
$1.17B RAUM · 14 reps · 612-436-4280 · shoreview.com
Marketing & brandCRM
45
SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC is now doing business as SEIDLER EQUITY PARTNERS. IAPD ↗fund
$5.94B RAUM · 25 reps · 213-683-4622 · sepfunds.com
Marketing & brandCRM
45
NORTHSTAR CAPITAL, LLC is now doing business as NORTHSTAR CAPITAL. IAPD ↗fund
$1.02B RAUM · 12 reps · 612-371-5700 · northstarcapital.com
Marketing & brandCRM
45
TRANSWESTERN INVESTMENT MANAGEMENT, LLC is now doing business as TRANSWESTERN INVESTMENTS. IAPD ↗fund
$3.75B RAUM · 25 reps · 214-572-9817 · transwesterninvest.com
Marketing & brandCRM
45
PACIFIC LAKE PARTNERS, LLC is now doing business as PACIFIC LAKE PARTNERS, L.L.C.. IAPD ↗fund
$2.30B RAUM · 22 reps · 617-658-3024 · pacificlake.com
Marketing & brandCRM
45
PINEGROVE ADVISER LLC is now doing business as PINEGROVE OPPORTUNITY PARTNERS, LLC. IAPD ↗fund
$2.93B RAUM · 12 reps · 650-519-0540 · pinegrove.vc
Marketing & brandCRM
45
JLL PARTNERS LLC is now doing business as JLL PARTNERS, LLC. IAPD ↗fund
$7.40B RAUM · 36 reps · 212-286-8600 · jllpartners.com
Marketing & brandCRM
45
ZENYTH ADVISORS LLC is now doing business as ZENYTH PARTNERS. IAPD ↗fund
$1.54B RAUM · 9 reps · (646) 760-5488 · zenythpartners.com
Marketing & brandCRM
45
DECHENG CAPITAL LLC is now doing business as DC GLOBAL VENTURES. IAPD ↗fund
$2.73B RAUM · 13 reps · 650-382-5514 · decheng.com
Marketing & brandCRM
45
PRELUDE GROWTH PARTNERS MANAGEMENT COMPANY, LLC is now doing business as PRELUDE GROWTH PARTNERS. IAPD ↗fund
$1.22B RAUM · 10 reps · 917-409-0120 · preludegrowth.com
Marketing & brandCRM
45
BLUE SAGE SERVICES, L.P. is now doing business as BLUE SAGE CAPITAL. IAPD ↗fund
$1.26B RAUM · 15 reps · 512-536-1900 · bluesage.com
Marketing & brandCRM
45
AFFINIUS CAPITAL is now doing business as AFFINIUS CAPITAL LLC. IAPD ↗fund
$31.11B RAUM · 273 reps · 800-531-8182
Marketing & brandCRM
45
BONACCORD CAPITAL ADVISORS LLC is now doing business as BONACCORD CAPITAL PARTNERS. IAPD ↗fund
$4.19B RAUM · 14 reps · 332-322-3220 · bonaccordcapital.com
Marketing & brandCRM
45
EIR PARTNERS CAPITAL, LLC is now doing business as EIR PARTNERS CAPITAL, LP. IAPD ↗fund
$2.72B RAUM · 11 reps · (305) 290-3001 · eirpartners.com
Marketing & brandCRM
45
ABL WEALTH ADVISORS, LLC is now doing business as ABACUS ASSET MANAGEMENT, LLC. IAPD ↗institutional
$0 RAUM · 5 reps · 407-358-3332 · abacusgm.com
Marketing & brandCRM
45
BUENA CAPITAL ADVISORS D/B/A IVY INVEST is now doing business as IVY INVEST CORPORATION. IAPD ↗institutional
$12.6M RAUM · 1 reps · 8005357096
Marketing & brandCRM
45
DHM PARTNERS LLC is now doing business as ETERNA GROWTH PARTNERS. IAPD ↗fund
$3.55B RAUM · 34 reps · 508-776-0094 · eternagrowth.com
Marketing & brandCRM
43
KERRISDALE ADVISERS, LLC is now doing business as KERRISDALE CAPITAL MANAGEMENT, LLC. IAPD ↗fund
$447.8M RAUM · 1 reps · 212-792-7999
Marketing & brandCRM
43
US SELECT ASSET MANAGEMENT, INC. is now doing business as US SELECT ASSET MANAGEMENT, LLC. IAPD ↗fund
$459.3M RAUM · 3 reps · 212 480 2626
Marketing & brandCRM
43
DUBIN CLARK is now doing business as DYNAMIC CORE CAPITAL PARTNERS. IAPD ↗fund
$425.2M RAUM · 12 reps · 904-799-1984 · dynamiccorecapital.com
Marketing & brandCRM
43
WASSERSTEIN DEBT OPPORTUNITIES MANAGEMENT, LP is now doing business as WASSERSTEIN MANAGEMENT, LP. IAPD ↗fund
$408.5M RAUM · 3 reps · 212-702-5602
Marketing & brandCRM
43
P10 ADVISORS, LLC is now doing business as RIDGEPOST CAPITAL ADVISORS, LLC. IAPD ↗fund
$288.4M RAUM · 1 reps · 214-999-6063
Marketing & brandCRM
43
MERCHANTS ASSET MANAGEMENT LLC is now doing business as MERCHANTS INVESTMENT PARTNERS, LLC. IAPD ↗fund
$607.9M RAUM · 10 reps · 317-324-4601
Marketing & brandCRM
43
EQUITABLE PROSPERITY MANAGER LLC is now doing business as MOMENTUS MANAGER LLC. IAPD ↗fund
$284.3M RAUM · 8 reps · 703-647-2300
Marketing & brandCRM
43
I SQUARED CAPITAL REGISTERED ADVISOR LLC is now doing business as ISQ OPENINFRA REGISTERED ADVISOR LLC. IAPD ↗fund
$348.1M RAUM · 113 reps · 786-693-5781
Marketing & brandCRM
40
NEXT WORLD CAPITAL LLC is now doing business as PACIFIC MANAGEMENT PARTNERS LLC. IAPD ↗fund
$214.0M RAUM · 0 reps · 650-862-0780 · nextworldcap.com
Marketing & brandCRM
40
UMB ASSET MANAGEMENT, LLC is now doing business as UMB PRIVATE WEALTH MANAGEMENT, LLC. IAPD ↗fund
$68.4M RAUM · 1 reps · 816-860-7000
Marketing & brandCRM
40
CTC CAPITAL MANAGEMENT, LLC is now doing business as VALORAN CAPITAL MANAGEMENT. IAPD ↗fund
$157.8M RAUM · 3 reps · 312-545-5572 · valorancapitalmanagement.com
Marketing & brandCRM
40
CITY CAPITAL VENTURES, LLC is now doing business as UNCOMMON EQUITY LLC. IAPD ↗fund
$198.8M RAUM · 8 reps · 312-546-8140
Marketing & brandCRM
40
SF ADVISORS, LLC is now doing business as SF ADVISERS, LLC. IAPD ↗fund
$172.5M RAUM · 24 reps · 617-939-9900
Marketing & brandCRM
40
BLOCKCHAIN COINVESTORS MANAGER, LP is now doing business as FIFTH ERA PARTNERS LP. IAPD ↗fund
$184.2M RAUM · 4 reps · 415-994-4320
Marketing & brandCRM
40
KRF CAPITAL LLC is now doing business as 021 INVESTMENTS LLC. IAPD ↗fund
$205.0M RAUM · 3 reps · 212-202-1730
Marketing & brandCRM
40
TRYPERION HOLDINGS LLC is now doing business as TRYPERION MANAGER LLC. IAPD ↗fund
$163.4M RAUM · 10 reps · (310) 625-6392
Marketing & brandCRM
30
GAM INTERNATIONAL MANAGEMENT LIMITED is now doing business as GAM LONDON LIMITED. IAPD ↗foreign
$9.42B RAUM · 11 reps · 44-20-7493-9990
Marketing & brandCRM
30
CREDIT SUISSE ASSET MANAGEMENT LIMITED is now doing business as UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD. IAPD ↗foreign
$11.05B RAUM · 0 reps · +44 20 7888 8888 · ubs.com
Marketing & brandCRM
30
BLUECOVE LIMITED is now doing business as ARES SYSTEMATIC CREDIT LIMITED. IAPD ↗foreign
$9.89B RAUM · 16 reps · 44 (0) 203 146 1500 · bluecove.com
Marketing & brandCRM
30
VIOLA CREDIT PARTNERS MANAGEMENT L.P. is now doing business as VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP. IAPD ↗foreign
$2.00B RAUM · 20 reps · +97299520700 · viola-group.com
Marketing & brandCRM
28
CONSTELLATION INVESTIMENTOS E PARTICIPAÇÕES LTDA is now doing business as CONSTELLATION ASSET MANAGEMENT. IAPD ↗foreign
$526.4M RAUM · 13 reps · 55 11 4501 0025 · constellation.com.br
Marketing & brandCRM
25
TRICON RESIDENTIAL is now doing business as TRICON. IAPD ↗foreign
$152.1M RAUM · 42 reps · 416-925-7228 · triconresidential.com
Marketing & brandCRM
25
ORMONDE USA LLC is now doing business as ORMONDE INVESTMENT MANAGEMENT, LLC. IAPD ↗foreign
$97.7M RAUM · 2 reps · +44 204 524 3210 · ormondepartners.com
Marketing & brandCRM
25
ROTHSCHILD & CO REDBURN is now doing business as ROTHSCHILD & CO GLOBAL MARKETS SOLUTIONS LIMITED. IAPD ↗foreign
$0 RAUM · 92 reps · 44 20 7000 2020
Marketing & brandCRM
disclosure added — 101 Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
55
J.P. MORGAN SECURITIES LLC's Item 11 disclosure-reporting entries rose by 1 (161 -> 162). IAPD ↗
$429.69B RAUM · 8479 reps · 800-999-2000
ComplianceMarketing & brand
55
EDWARD JONES's Item 11 disclosure-reporting entries rose by 12 (264 -> 276). IAPD ↗
$1013.61B RAUM · 20304 reps · 314-515-2000
ComplianceMarketing & brand
55
GOLDMAN SACHS & CO. LLC's Item 11 disclosure-reporting entries rose by 3 (767 -> 770). IAPD ↗
$133.64B RAUM · 1765 reps · 212-902-1000
ComplianceMarketing & brand
55
LPL FINANCIAL LLC's Item 11 disclosure-reporting entries rose by 10 (342 -> 352). IAPD ↗
$819.12B RAUM · 36280 reps · 704-733-3300 · lplgovernmentrelations.com
ComplianceMarketing & brand
55
PRIMERICA ADVISORS's Item 11 disclosure-reporting entries rose by 5 (46 -> 51). IAPD ↗
$15.54B RAUM · 3959 reps · 833-786-0550
ComplianceMarketing & brand
55
GOELZER INVESTMENT MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$4.51B RAUM · 22 reps · 317-264-2600
ComplianceMarketing & brand
55
EATON VANCE MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (7 -> 8). IAPD ↗
$97.02B RAUM · 160 reps · 617-482-8260
ComplianceMarketing & brand
55
ALTA CAPITAL MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$1.60B RAUM · 12 reps · 801-274-6010
ComplianceMarketing & brand
55
GLENMEDE INVESTMENT MANAGEMENT, LP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$6.20B RAUM · 21 reps · 215-419-6000 · glenmedeim.com
ComplianceMarketing & brand
55
CG ADVISORY SERVICES's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$4.64B RAUM · 69 reps · 517-339-7662 · austinfinancial.us
ComplianceMarketing & brand
55
EMPOWER ADVISORY GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (5 -> 6). IAPD ↗
$195.43B RAUM · 6138 reps · 866-575-4977 · empower.com
ComplianceMarketing & brand
55
AGINCOURT CAPITAL MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$9.95B RAUM · 12 reps · 804-648-1111 · agincourtcapital.com
ComplianceMarketing & brand
55
FIERA CAPITAL INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$17.28B RAUM · 37 reps · 212-300-1600
ComplianceMarketing & brand
55
REGAL INVESTMENT ADVISORS LLC's Item 11 disclosure-reporting entries rose by 2 (6 -> 8). IAPD ↗
$2.88B RAUM · 118 reps · 616-224-2204 · regal-lionshare.com
ComplianceMarketing & brand
55
STONEBRIDGE ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$11.83B RAUM · 9 reps · 203-762-0004
ComplianceMarketing & brand
55
STERLING CAPITAL MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$69.23B RAUM · 64 reps · 704-927-4175 · sterlingcapital.com
ComplianceMarketing & brand
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED's Item 11 disclosure-reporting entries rose by 5 (12 -> 17). IAPD ↗
$18.92B RAUM · 450 reps · 314-726-1600
ComplianceMarketing & brand
55
EURO PACIFIC ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$2.18B RAUM · 5 reps · 1-866-878-2881 · europac.com
ComplianceMarketing & brand
55
FOURSTAR WEALTH ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 11 (0 -> 11). IAPD ↗
$1.42B RAUM · 37 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
ComplianceMarketing & brand
55
FOUNDATIONS INVESTMENT ADVISORS LLC's Item 11 disclosure-reporting entries rose by 3 (8 -> 11). IAPD ↗
$10.10B RAUM · 289 reps · 480-626-2979 · fiwealth.com
ComplianceMarketing & brand
55
INTRUA FINANCIAL's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$1.75B RAUM · 38 reps · 713-355-9910
ComplianceMarketing & brand
55
GIBBS WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$1.06B RAUM · 59 reps · 678-694-8770 · tfswealth.com
ComplianceMarketing & brand
55
FIRST COMMAND ADVISORY SERVICES's Item 11 disclosure-reporting entries rose by 1 (7 -> 8). IAPD ↗
$24.43B RAUM · 1155 reps · 817-731-8621
ComplianceMarketing & brand
55
PROCYON's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
$9.20B RAUM · 49 reps · (475) 232-2704
ComplianceMarketing & brand
55
ARKADIOS WEALTH ADVISORS's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$8.79B RAUM · 151 reps · 404-445-0035
ComplianceMarketing & brand
55
SIMPLICITY WEALTH's Item 11 disclosure-reporting entries rose by 2 (5 -> 7). IAPD ↗
$4.27B RAUM · 190 reps · 844-220-8326
ComplianceMarketing & brand
55
MACERATIO LLC's Item 11 disclosure-reporting entries rose by 6 (0 -> 6). IAPD ↗
$1.19B RAUM · 7 reps · 305-398-9010
ComplianceMarketing & brand
55
THEPARTNERS WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$1.18B RAUM · 31 reps · 800-324-3010 · wilkinswealthmanagement.com
ComplianceMarketing & brand
55
PORTSIDE WEALTH GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$1.43B RAUM · 47 reps · 385-412-1222 · cache-financial.com
ComplianceMarketing & brand
53
ULLAND INVESTMENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$442.9M RAUM · 4 reps · 612-312-1400 · ullandinvestment.com
ComplianceMarketing & brand
53
RUDNEY ASSOCIATES's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$940.2M RAUM · 1 reps · 925-838-0696 · rudneyassociates.com
ComplianceMarketing & brand
53
OAKWOOD CAPITAL, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$304.2M RAUM · 18 reps · 952-935-4601 · oakwoodcapital.com
ComplianceMarketing & brand
53
GRADIENT WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 6 (8 -> 14). IAPD ↗
$607.9M RAUM · 67 reps · 866-991-1539 · gradientsecurities.com
ComplianceMarketing & brand
53
ELITE WEALTH MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$861.3M RAUM · 3 reps · 425-828-4300 · elitewm.com
ComplianceMarketing & brand
53
STRATEGAS ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$458.4M RAUM · 15 reps · 855-273-7227 · strategasasset.com
ComplianceMarketing & brand
53
LAS OLAS CAPITAL ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$551.9M RAUM · 7 reps · 954-289-4692
ComplianceMarketing & brand
53
MAGNATE ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
$314.1M RAUM · 7 reps · (502) 855-3160 · magnatewealth.com
ComplianceMarketing & brand
53
XYPN INVEST's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$881.5M RAUM · 51 reps · (360) 301-7579 · onyxfn.com
ComplianceMarketing & brand
53
FAMILYWEALTH's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$394.6M RAUM · 12 reps · (866) 746-3743
ComplianceMarketing & brand
53
SKYOAK WEALTH's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
$692.7M RAUM · 4 reps · 248-348-6500 · skyoakwealth.com
ComplianceMarketing & brand
53
CONVERGENCE FINANCIAL's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$904.0M RAUM · 13 reps · (573) 818-2264 · convergencemn.com
ComplianceMarketing & brand
50
WINNING POINTS ADVISORS, L.L.C.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$173.1M RAUM · 2 reps · 561-367-9111 · thewinningpoints.com
ComplianceMarketing & brand
50
THE EIDEARD GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$158.1M RAUM · 2 reps · 603-471-9909 · eideardgroup.com
ComplianceMarketing & brand
50
BULLSEYE INVESTMENT MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$226.0M RAUM · 4 reps · 513-774-3325
ComplianceMarketing & brand
50
FAMILYWEALTH ASSET MANAGEMENT's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$177.0M RAUM · 3 reps · 866-746-3743 · familywealth.us
ComplianceMarketing & brand
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$238.1M RAUM · 35 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
ComplianceMarketing & brand
50
SCHWAB WEALTH ADVISORY, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$0 RAUM · 1375 reps · 415-667-7000
ComplianceMarketing & brand
50
P.A.W. CAPITAL PARTNERS, LP's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
$166.8M RAUM · 2 reps · 203-862-3300 · pawpartners.com
ComplianceMarketing & brand
50
FSAM LLC's Item 11 disclosure-reporting entries rose by 1 (4 -> 5). IAPD ↗
$138.4M RAUM · 11 reps · 770-777-9373 · fssec.com
ComplianceMarketing & brand
50
INFINITY FINANCIAL SERVICES ADVISORY's Item 11 disclosure-reporting entries rose by 4 (13 -> 17). IAPD ↗
$174.0M RAUM · 35 reps · 510-588-8000 · infinitysecurities.com
ComplianceMarketing & brand
50
ARK WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$216.0M RAUM · 2 reps · 512-660-5703 · arkfinancial.com
ComplianceMarketing & brand
50
BULLTICK4U ADVISOR, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
$142,776 RAUM · 2 reps · 305-533-1541 · bulltick4u.com
ComplianceMarketing & brand
50
STIRLINGSHIRE INVESTMENTS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
$179.8M RAUM · 25 reps · 877-600-7026
ComplianceMarketing & brand
45
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗institutional
$4.76B RAUM · 55 reps · 646-690-9400 · robeco.com
ComplianceMarketing & brand
45
COUNTERPOINTE INVESTMENT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 4 (8 -> 12). IAPD ↗institutional
$1.07B RAUM · 22 reps · 855-431-4400
ComplianceMarketing & brand
45
AMUNDI US's Item 11 disclosure-reporting entries rose by 3 (8 -> 11). IAPD ↗institutional
$1.13B RAUM · 17 reps · (617)-885-0250
ComplianceMarketing & brand
43
NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
$690.1M RAUM · 4 reps · 888-330-6774
ComplianceMarketing & brand
40
BNP PARIBAS ASSET MANAGEMENT USA, INC.'s Item 11 disclosure-reporting entries rose by 6 (6 -> 12). IAPD ↗fund
$48.44B RAUM · 68 reps · 212-681-3181 · bnpparibas-am.com
ComplianceMarketing & brand
40
INSTITUTIONAL SHAREHOLDER SERVICES INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
$0 RAUM · 1762 reps · 301-556-0500
ComplianceMarketing & brand
40
AXA INVESTMENT MANAGERS US INC's Item 11 disclosure-reporting entries rose by 8 (4 -> 12). IAPD ↗fund
$79.24B RAUM · 87 reps · 203-983-4200 · axa-im-usa.com
ComplianceMarketing & brand
40
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
$0 RAUM · 15 reps · 212-906-0130
ComplianceMarketing & brand
40
W CAPITAL PARTNERS's Item 11 disclosure-reporting entries rose by 8 (4 -> 12). IAPD ↗fund
$2.69B RAUM · 13 reps · 212-561-5240
ComplianceMarketing & brand
40
LATERAL INVESTMENT MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$1.00B RAUM · 13 reps · 650-396-2200 · lateralim.com
ComplianceMarketing & brand
40
ARTEMIS REAL ESTATE PARTNERS's Item 11 disclosure-reporting entries rose by 8 (0 -> 8). IAPD ↗fund
$11.42B RAUM · 61 reps · 240-235-2022 · artemisrep.com
ComplianceMarketing & brand
40
COMVEST ADVISORS LLC's Item 11 disclosure-reporting entries rose by 11 (0 -> 11). IAPD ↗fund
$2.43B RAUM · 128 reps · 561-727-2000 · comvest.com
ComplianceMarketing & brand
40
PLATINUM EQUITY ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 5 (3 -> 8). IAPD ↗fund
$47.72B RAUM · 181 reps · 310-712-1850
ComplianceMarketing & brand
40
WESTBRIDGE CAPITAL US ADVISORS, LP's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗fund
$7.86B RAUM · 50 reps · 230-467-3000 · westbridgecap.com
ComplianceMarketing & brand
40
FORGE GLOBAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 18 (3 -> 21). IAPD ↗fund
$2.46B RAUM · 5 reps · (415) 881-1612
ComplianceMarketing & brand
40
PPM LOAN MANAGEMENT COMPANY 2, LLC's Item 11 disclosure-reporting entries rose by 2 (8 -> 10). IAPD ↗fund
$2.72B RAUM · 5 reps · 312-634-2500
ComplianceMarketing & brand
40
SWEETWATER PRIVATE EQUITY's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$1.58B RAUM · 11 reps · 760-652-6353
ComplianceMarketing & brand
40
COMVEST CREDIT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 12 (0 -> 12). IAPD ↗fund
$9.25B RAUM · 128 reps · 561-727-2000
ComplianceMarketing & brand
40
COMMONWEALTH CREDIT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 10 (0 -> 10). IAPD ↗fund
$1.73B RAUM · 128 reps · 561-727-2000
ComplianceMarketing & brand
40
INFINITE GIVING ADVISORY SERVICES, INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗institutional
$112.8M RAUM · 6 reps · (888) 926-4483
ComplianceMarketing & brand
40
JEFFERIES CREDIT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 2 (9 -> 11). IAPD ↗fund
$3.82B RAUM · 18 reps · 212-284-2300
ComplianceMarketing & brand
40
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (38 -> 39). IAPD ↗fund
$4.60B RAUM · 4 reps · 212-278-6000 · 1864cap.com
ComplianceMarketing & brand
38
CONSILIUM INVESTMENT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$454.9M RAUM · 12 reps · 954-315-9380
ComplianceMarketing & brand
38
AC INVESTMENT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$251.0M RAUM · 3 reps · (212) 245-8200 · acimfunds.com
ComplianceMarketing & brand
38
STILWELL VALUE LLC's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗fund
$278.7M RAUM · 2 reps · 212-269-2005
ComplianceMarketing & brand
38
COMVEST CREDIT MANAGERS, LLC's Item 11 disclosure-reporting entries rose by 11 (0 -> 11). IAPD ↗fund
$956.8M RAUM · 128 reps · (561) 727-2000 · comvest.com
ComplianceMarketing & brand
38
PILGRIM GLOBAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$884.2M RAUM · 4 reps · (775) 301-3963
ComplianceMarketing & brand
35
GSV ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 6 (0 -> 6). IAPD ↗fund
$143.4M RAUM · 2 reps · (646) 256-8233 · gsvam.com
ComplianceMarketing & brand
35
HATTERAS INVESTMENT PARTNERS, LP's Item 11 disclosure-reporting entries rose by 7 (0 -> 7). IAPD ↗fund
$114.8M RAUM · 2 reps · 919-846-2324 · hatterasinvestmentpartners.com
ComplianceMarketing & brand
35
STRONGHOLD RESOURCE PARTNERS's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
$246.5M RAUM · 11 reps · 972-850-7474 · strongholdresourcepartners.com
ComplianceMarketing & brand
35
PRCE MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗fund
$22.2M RAUM · 2 reps · 770-777-9373
ComplianceMarketing & brand
25
GUARDIAN CAPITAL LP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
$10.68B RAUM · 38 reps · 416-364-8341 · guardiancapital.com
ComplianceMarketing & brand
25
TT INTERNATIONAL's Item 11 disclosure-reporting entries rose by 1 (1 -> 2). IAPD ↗foreign
$5.07B RAUM · 27 reps · 00 44 20 7509 1000
ComplianceMarketing & brand
25
NORTHERN TRUST GLOBAL INVESTMENTS LTD's Item 11 disclosure-reporting entries rose by 1 (6 -> 7). IAPD ↗foreign
$208.39B RAUM · 22 reps · 0044-(0)207-982-2000 · pointofview.northerntrust.com
ComplianceMarketing & brand
25
FIERA CAPITAL (UK) LIMITED's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
$3.98B RAUM · 13 reps · +44 (0)20 7518 2100
ComplianceMarketing & brand
25
PETERCAM INSTITUTIONAL ASSET MANAGEMENT's Item 11 disclosure-reporting entries rose by 4 (15 -> 19). IAPD ↗foreign
$16.87B RAUM · 85 reps · 00 32 2 287 95 15 · degroofpetercam.com
ComplianceMarketing & brand
25
CANDRIAM S.C.A.'s Item 11 disclosure-reporting entries rose by 2 (25 -> 27). IAPD ↗foreign
$154.66B RAUM · 288 reps · +352 27 97 39 23
ComplianceMarketing & brand
25
IWC INVESTMENT PARTNERS A/S's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗foreign
$2.95B RAUM · 21 reps · +45 5381 1875
ComplianceMarketing & brand
25
GUARDCAP ASSET MANAGEMENT LIMITED's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
$5.93B RAUM · 10 reps · 44 20 7907 2400
ComplianceMarketing & brand
25
ARES SYSTEMATIC CREDIT LIMITED's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗foreign
$9.89B RAUM · 16 reps · 44 (0) 203 146 1500 · bluecove.com
ComplianceMarketing & brand
25
FIERA COMOX PARTNERS INC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
$3.40B RAUM · 33 reps · 514-954-6455 · fieracomox.com
ComplianceMarketing & brand
25
GUARDIAN PARTNERS INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
$3.29B RAUM · 30 reps · 416.840.8001 · guardiancapital.com
ComplianceMarketing & brand
25
THE RAELIPSKIE PARTNERSHIP's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
$1.07B RAUM · 11 reps · 519 578 6849 · raelipskie.com
ComplianceMarketing & brand
25
PROMETHEUS WEALTH MANAGEMENT SAM's Item 11 disclosure-reporting entries rose by 2 (8 -> 10). IAPD ↗foreign
$1.24B RAUM · 6 reps · 00377-99-99-75-75
ComplianceMarketing & brand
23
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED's Item 11 disclosure-reporting entries rose by 1 (10 -> 11). IAPD ↗foreign
$377.8M RAUM · 13 reps · (416) 524-9687 · manulifeim.com
ComplianceMarketing & brand
23
JEFFERIES CREDIT PARTNERS EUROPE LIMITED's Item 11 disclosure-reporting entries rose by 3 (9 -> 12). IAPD ↗foreign
$345.9M RAUM · 11 reps · +44 20 7029 8223
ComplianceMarketing & brand
20
UNITAS CAPITAL's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗foreign
$53.5M RAUM · 2 reps · (852) 2533 1818 · unitascapital.com
ComplianceMarketing & brand
20
UNITAS CAPITAL's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗foreign
$53.5M RAUM · 3 reps · (852) 2533 1818 · unitascapital.com
ComplianceMarketing & brand
private funds started — 96 Firm reports private funds for the first time.
75
DUNHAM now reports 1 private fund(s) ($0 gross). IAPD ↗
$5.63B RAUM · 9 reps · 858-964-0500
Fund administrationCompliance
75
ADVISORS ASSET MANAGEMENT, INC. now reports 1 private fund(s) ($44.6M gross). IAPD ↗
$2.21B RAUM · 42 reps · 719-488-9956 · aamlive.com
Fund administrationCompliance
75
OPPENHEIMER ASSET MANAGEMENT now reports 3 private fund(s) ($82.6M gross). IAPD ↗
$21.33B RAUM · 129 reps · 212-668-8000 · oppenheimer.com
Fund administrationCompliance
75
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS now reports 3 private fund(s) ($173.5M gross). IAPD ↗
$33.88B RAUM · 104 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
Fund administrationCompliance
75
NISA INVESTMENT ADVISORS, LLC now reports 3 private fund(s) ($696.7M gross). IAPD ↗
$343.89B RAUM · 217 reps · 314-721-1900 · nisa.com
Fund administrationCompliance
75
SFMG WEALTH ADVISORS now reports 1 private fund(s) ($376,821 gross). IAPD ↗
$2.96B RAUM · 16 reps · 972-960-6460 · sfmg.com
Fund administrationCompliance
75
BOYD WATTERSON ASSET MANAGEMENT, LLC now reports 2 private fund(s) ($161.2M gross). IAPD ↗
$18.81B RAUM · 51 reps · 216-771-3450 · boydwatterson.com
Fund administrationCompliance
75
SIERRA CAPITAL LLC now reports 2 private fund(s) ($2.5M gross). IAPD ↗
$1.61B RAUM · 6 reps · 212-867-3533 · sierracap.com
Fund administrationCompliance
75
SAX WEALTH ADVISORS, LLC now reports 1 private fund(s) ($19.3M gross). IAPD ↗
$3.60B RAUM · 37 reps · 973-859-2199
Fund administrationCompliance
75
BASSO CAPITAL MANAGEMENT, L.P. now reports 1 private fund(s) ($0 gross). IAPD ↗
$2.56B RAUM · 6 reps · 203 352-6100 · bassocap.com
Fund administrationCompliance
75
EVERCORE WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($47.0M gross). IAPD ↗
$15.52B RAUM · 68 reps · 212-822-7620
Fund administrationCompliance
75
KRILOGY now reports 1 private fund(s) ($2.3M gross). IAPD ↗
$5.20B RAUM · 65 reps · 314-884-2800
Fund administrationCompliance
75
SIVIA CAPITAL PARTNERS, LLC now reports 1 private fund(s) ($192,866 gross). IAPD ↗
$1.24B RAUM · 2 reps · (415) 231-7490 · siviacapital.com
Fund administrationCompliance
75
CREWE ADVISORS now reports 1 private fund(s) ($21.8M gross). IAPD ↗
$3.05B RAUM · 16 reps · 385-355-2700 · crewe.com
Fund administrationCompliance
75
SPYGLASS CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$2.02B RAUM · 5 reps · 4153182366 · spyglassfunds.com
Fund administrationCompliance
75
FARTHER ASSET MANAGEMENT, LLC now reports 2 private fund(s) ($8.8M gross). IAPD ↗
$2.91B RAUM · 5 reps · 628-246-8004
Fund administrationCompliance
73
HALTER FERGUSON FINANCIAL INC now reports 1 private fund(s) ($3.8M gross). IAPD ↗
$705.0M RAUM · 7 reps · 317-875-0202
Fund administrationCompliance
73
AMERICAN CAPITAL ADVISORY, LLC now reports 1 private fund(s) ($2.8M gross). IAPD ↗
$334.4M RAUM · 7 reps · 208-710-8669
Fund administrationCompliance
73
PRIVATE WEALTH ADVISORS now reports 1 private fund(s) ($6.2M gross). IAPD ↗
$451.2M RAUM · 2 reps · 559-451-3463 · pwa.net
Fund administrationCompliance
73
PARSONEX ADVISORY SERVICES, INC. now reports 1 private fund(s) ($30.4M gross). IAPD ↗
$271.3M RAUM · 2 reps · 303-662-8700 · parsonexadvisory.com
Fund administrationCompliance
73
FSA INVESTMENT GROUP, LLC now reports 1 private fund(s) ($40.0M gross). IAPD ↗
$761.8M RAUM · 13 reps · (850) 696-1550 · fsa-ig.com
Fund administrationCompliance
73
LAZARI CAPITAL MANAGEMENT, INC. now reports 1 private fund(s) ($6.1M gross). IAPD ↗
$691.1M RAUM · 8 reps · 818-264-0610 · lazaricapital.com
Fund administrationCompliance
73
G2 CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($3.3M gross). IAPD ↗
$756.5M RAUM · 5 reps · (614) 484-1400 · g2capital.net
Fund administrationCompliance
73
ABLE WEALTH MANAGEMENT LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$579.5M RAUM · 6 reps · 212-634-7842
Fund administrationCompliance
73
ELYXIUM WEALTH LLC now reports 1 private fund(s) ($180.0M gross). IAPD ↗
$819.0M RAUM · 5 reps · (310) 221-8349*224 · elyxwealth.com
Fund administrationCompliance
73
LYNK CAPITAL MANAGEMENT COMPANY, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com
Fund administrationCompliance
73
TORREYANA CAPITAL now reports 1 private fund(s) ($20.4M gross). IAPD ↗
$837.4M RAUM · 4 reps · 6198377996
Fund administrationCompliance
73
ARENA PRIVATE WEALTH now reports 7 private fund(s) ($74.6M gross). IAPD ↗
$338.1M RAUM · 8 reps · 312-798-9045
Fund administrationCompliance
73
AVENTURA PRIVATE WEALTH, LLC now reports 3 private fund(s) ($26.4M gross). IAPD ↗
$374.8M RAUM · 3 reps · 305-845-1937 · aventuraprivatewealth.com
Fund administrationCompliance
73
SANDS CAPITAL HORIZONS, LLC now reports 1 private fund(s) ($24.0M gross). IAPD ↗
$466.9M RAUM · 4 reps · 703-562-4000 · sandscapital.com
Fund administrationCompliance
73
M4A3 LLC now reports 5 private fund(s) ($33.7M gross). IAPD ↗
$322.0M RAUM · 3 reps · 303.396.6204 · m4a3.com
Fund administrationCompliance
73
ALLOCATOR SOLUTIONS, LLC now reports 1 private fund(s) ($137,000 gross). IAPD ↗
$513.5M RAUM · 1 reps · 314 882-9442 · missionmultiplierfund.com
Fund administrationCompliance
70
GIBRALTAR WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($4.3M gross). IAPD ↗
$212.7M RAUM · 5 reps · 215-956-5154 · gibraltarwealth.com
Fund administrationCompliance
70
MAQRO ADVISORS LLC now reports 8 private fund(s) ($46.1M gross). IAPD ↗
$174.4M RAUM · 1 reps · (512) 673-8292 · maqro.com
Fund administrationCompliance
70
CENTENNIAL ADVISORS, LLC now reports 1 private fund(s) ($3.0M gross). IAPD ↗
$237.3M RAUM · 9 reps · (512) 265-5000 · iwanttoretirewell.com
Fund administrationCompliance
70
LUMIERE FINANCIAL now reports 1 private fund(s) ($1.0M gross). IAPD ↗
$82.7M RAUM · 5 reps · (212) 516-5900
Fund administrationCompliance
70
ICW HOLDINGS, LLC now reports 3 private fund(s) ($0 gross). IAPD ↗
$136.2M RAUM · 5 reps · 347-413-4750 · icwinvest.co
Fund administrationCompliance
70
LIGHT CAPITAL LLC now reports 1 private fund(s) ($4.3M gross). IAPD ↗
$135.3M RAUM · 1 reps · 424-625-2065 · lightcap.co
Fund administrationCompliance
70
LUMIDA WEALTH MANAGEMENT LLC now reports 8 private fund(s) ($64.2M gross). IAPD ↗
$132.8M RAUM · 4 reps · (917) 541-0170
Fund administrationCompliance
70
DAYS GLOBAL ADVISORS now reports 1 private fund(s) ($0 gross). IAPD ↗
$40.0M RAUM · 1 reps · 833-551-0417 · daysadvisors.com
Fund administrationCompliance
70
AZURA PARTNERS US LLC now reports 1 private fund(s) ($46.3M gross). IAPD ↗
$71.3M RAUM · 6 reps · 347-249-2369 · azura.com
Fund administrationCompliance
70
APRICITY FINANCIAL, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗
$110.8M RAUM · 4 reps · 855-449-7100 · apricity-advisors.com
Fund administrationCompliance
70
LEGEND CAPITAL now reports 2 private fund(s) ($400,000 gross). IAPD ↗
$240.2M RAUM · 1 reps · (212) 606-2326 · legendcap.com
Fund administrationCompliance
60
CONSTELLATION INVESTMENTS, INC. now reports 4 private fund(s) ($473.2M gross). IAPD ↗fund
$31.48B RAUM · 8 reps · 513-794-6100 · constellationinsurance.com
Fund administrationCompliance
60
MEKETA INVESTMENT GROUP INC now reports 1 private fund(s) ($205.1M gross). IAPD ↗fund
$9.99B RAUM · 118 reps · 781-471-3500 · meketa.com
Fund administrationCompliance
60
DWIGHT SECURITIES MANAGEMENT LLC now reports 1 private fund(s) ($924.8M gross). IAPD ↗fund
$4.56B RAUM · 34 reps · 212-960-3750 · dwightmortgagetrust.com
Fund administrationCompliance
60
BXMT ADVISORS L.L.C. now reports 1 private fund(s) ($997.6M gross). IAPD ↗fund
$20.00B RAUM · 134 reps · 212-583-5000 · blackstone.podbean.com
Fund administrationCompliance
60
OT RESEARCH now reports 1 private fund(s) ($262.0M gross). IAPD ↗fund
$1.55B RAUM · 9 reps · 617-308-5935
Fund administrationCompliance
60
OCCUDO QUANTITATIVE STRATEGIES LP now reports 1 private fund(s) ($1.13B gross). IAPD ↗fund
$2.22B RAUM · 5 reps · 917-853-3286 · occudo.com
Fund administrationCompliance
60
IMPACTASSETS CAPITAL PARTNERS PB LLC now reports 1 private fund(s) ($60.0M gross). IAPD ↗fund
$2.89B RAUM · 15 reps · 855-920-2303 · impactassetscapital.com
Fund administrationCompliance
60
MERIDIEM CAPITAL PARTNERS LP now reports 1 private fund(s) ($50.9M gross). IAPD ↗fund
$2.15B RAUM · 10 reps · (469) 317-2120 · meridiemcapital.com
Fund administrationCompliance
60
COMPOUND GLOBAL ADVISORS, LLC now reports 1 private fund(s) ($3.2M gross). IAPD ↗fund
$1.19B RAUM · 1 reps · (206) 432-2899 · compoundglobaladvisors.com
Fund administrationCompliance
60
VELOCITY CAPITAL ADVISORS LLC now reports 1 private fund(s) ($2.12B gross). IAPD ↗fund
$2.12B RAUM · 12 reps · 917-204-5967 · velocitycapllc.com
Fund administrationCompliance
60
JEFFERIES CREDIT MANAGEMENT LLC now reports 3 private fund(s) ($590.0M gross). IAPD ↗fund
$3.82B RAUM · 18 reps · 212-284-2300
Fund administrationCompliance
60
OVERLAND ADVISORS, LLC now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$3.03B RAUM · 118 reps · 212-672-5000 · centerbridge.com
Fund administrationCompliance
60
HARVEY CAPITAL PARTNERS, L.P. now reports 1 private fund(s) ($1.26B gross). IAPD ↗fund
$1.26B RAUM · 10 reps · 212 970 5500
Fund administrationCompliance
60
WILLOW TREE CAPITAL CORP ADVISORS LLC now reports 1 private fund(s) ($129.8M gross). IAPD ↗fund
$1.17B RAUM · 13 reps · 212-218-1090
Fund administrationCompliance
60
SWIFT CREEK PARTNERS now reports 1 private fund(s) ($105.3M gross). IAPD ↗fund
$1.74B RAUM · 8 reps · 214-692-4200 · swiftcreekpartners.com
Fund administrationCompliance
60
UNIFI ASSET MANAGEMENT LP now reports 1 private fund(s) ($1.56B gross). IAPD ↗fund
$4.30B RAUM · 6 reps · 212-351-5601 · unifiam.com
Fund administrationCompliance
60
TALOS EURISKO ASSET MANAGEMENT LP now reports 1 private fund(s) ($326.8M gross). IAPD ↗fund
$1.76B RAUM · 5 reps · (646) 849-6758 · talosfunds.com
Fund administrationCompliance
60
NX1 CAPITAL LP now reports 1 private fund(s) ($2.86B gross). IAPD ↗fund
$2.86B RAUM · 10 reps · 917-742-2739
Fund administrationCompliance
60
ETERNA GROWTH PARTNERS now reports 9 private fund(s) ($3.55B gross). IAPD ↗fund
$3.55B RAUM · 34 reps · 508-776-0094 · eternagrowth.com
Fund administrationCompliance
58
RRA CAPITAL now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$663.3M RAUM · 23 reps · 602-714-5111 · rraconsulting.net
Fund administrationCompliance
58
NEW WAVE LOANS RESIDENTIAL, LLC now reports 1 private fund(s) ($119.1M gross). IAPD ↗fund
$787.4M RAUM · 2 reps · (305) 512-1124 · newwaveloans.com
Fund administrationCompliance
58
ISQ OPENINFRA REGISTERED ADVISOR LLC now reports 3 private fund(s) ($255.0M gross). IAPD ↗fund
$348.1M RAUM · 113 reps · 786-693-5781
Fund administrationCompliance
58
ELDRIDGE GP1 ADVISERS now reports 3 private fund(s) ($0 gross). IAPD ↗fund
$510.0M RAUM · 110 reps · (212) 895-2000 · eldridge.com
Fund administrationCompliance
58
BARRAMUNDI ADVISORS LLC now reports 46 private fund(s) ($392.0M gross). IAPD ↗fund
$390.4M RAUM · 5 reps · 561-462-1200
Fund administrationCompliance
58
CC CAPITAL INSURANCE ADVISORS LLC now reports 1 private fund(s) ($599.5M gross). IAPD ↗fund
$937.4M RAUM · 1 reps · 212-355-5515 · cc.capital
Fund administrationCompliance
58
DERBY LANE now reports 3 private fund(s) ($0 gross). IAPD ↗fund
$746.3M RAUM · 9 reps · (646) 530-6465 · derbyln.com
Fund administrationCompliance
58
A-STREET MANAGEMENT LP now reports 3 private fund(s) ($530.0M gross). IAPD ↗fund
$530.0M RAUM · 5 reps · 307-413-4592 · astreet.com
Fund administrationCompliance
58
WILLIS ASSET FINANCE MANAGEMENT LLC now reports 5 private fund(s) ($349.0M gross). IAPD ↗fund
$349.0M RAUM · 15 reps · (561) 349-9989
Fund administrationCompliance
58
NINTH AVENUE CAPITAL, LP now reports 1 private fund(s) ($536.0M gross). IAPD ↗fund
$536.0M RAUM · 7 reps · (816) 427-8758 · ninthavenuecapital.com
Fund administrationCompliance
58
VALUEQUEST ADVISERS, LLC now reports 1 private fund(s) ($400.8M gross). IAPD ↗fund
$400.8M RAUM · 4 reps · 732-673-1956
Fund administrationCompliance
58
NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP now reports 1 private fund(s) ($334.6M gross). IAPD ↗fund
$334.6M RAUM · 3 reps · 312-325-7700
Fund administrationCompliance
58
501 NORTH, LLC now reports 3 private fund(s) ($329.4M gross). IAPD ↗fund
$329.4M RAUM · 6 reps · (212) 887-7777 · 501northgrowthequity.com
Fund administrationCompliance
55
FALCON BRIDGE CAPITAL now reports 2 private fund(s) ($192.7M gross). IAPD ↗fund
$192.7M RAUM · 5 reps · 925-979-4280 · falconbridgecapital.com
Fund administrationCompliance
55
RCLCO FUND ADVISORS, LLC now reports 1 private fund(s) ($28.6M gross). IAPD ↗fund
$0 RAUM · 38 reps · 310-817-6474 · rclco.com
Fund administrationCompliance
55
ATW SPAC MANAGEMENT LLC now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$85.4M RAUM · 4 reps · 646-975-5548
Fund administrationCompliance
55
ARCA CAPITAL MANAGEMENT now reports 1 private fund(s) ($32.3M gross). IAPD ↗fund
$32.8M RAUM · 8 reps · (424) 400-7444 · arcoin.arcalabs.com
Fund administrationCompliance
55
JRE ADVISORS LLC now reports 2 private fund(s) ($3.5M gross). IAPD ↗fund
$243.3M RAUM · 9 reps · (646) 905-0522
Fund administrationCompliance
55
CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC now reports 1 private fund(s) ($306.8M gross). IAPD ↗fund
$149.2M RAUM · 3 reps · 212-891-6215 · chamonixpartners.com
Fund administrationCompliance
55
WOLFE RESEARCH ADVISORS, LLC now reports 1 private fund(s) ($2.0M gross). IAPD ↗fund
$0 RAUM · 143 reps · 646-845-0700
Fund administrationCompliance
55
CONNETIC VENTURES now reports 1 private fund(s) ($500,000 gross). IAPD ↗fund
$38.6M RAUM · 4 reps · 859-201-6235 · conneticventures.com
Fund administrationCompliance
55
KRANE CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($10.2M gross). IAPD ↗fund
$48.4M RAUM · 12 reps · 212-933-0393 · kranecapitalmanagement.com
Fund administrationCompliance
55
PROSPECT CREDIT REIT ADVISOR, LLC now reports 1 private fund(s) ($42.6M gross). IAPD ↗fund
$42.6M RAUM · 9 reps · 561-285-4044
Fund administrationCompliance
55
HIGHLINE ASSET MANAGEMENT, LLC now reports 7 private fund(s) ($10.7M gross). IAPD ↗fund
$10.7M RAUM · 2 reps · (818) 340-0157 · highlineam.com
Fund administrationCompliance
55
HKW MANAGEMENT, LLC now reports 2 private fund(s) ($42.5M gross). IAPD ↗fund
$42.5M RAUM · 5 reps · 317-590-7401
Fund administrationCompliance
55
HUNTER PRIVATE CAPITAL ADVISORS, LLC now reports 2 private fund(s) ($16.4M gross). IAPD ↗fund
$16.4M RAUM · 4 reps · 412-471-4191
Fund administrationCompliance
55
ELDRIDGE SME ADVISERS now reports 2 private fund(s) ($200.9M gross). IAPD ↗fund
$200.9M RAUM · 110 reps · (212) 895-2000 · eldridge.com
Fund administrationCompliance
55
BLANTYRE CAPITAL US LLC now reports 1 private fund(s) ($101.6M gross). IAPD ↗fund
$101.6M RAUM · 3 reps · +44 (20) 7534 0450 · blantyrecapital.com
Fund administrationCompliance
55
OEW INVESTMENT ADVISORS LP now reports 1 private fund(s) ($0 gross). IAPD ↗fund
$0 RAUM · 2 reps · 682-427-0250 · oewadvisors.com
Fund administrationCompliance
45
CAIN INTERNATIONAL ADVISERS LIMITED now reports 1 private fund(s) ($312.3M gross). IAPD ↗foreign
$2.77B RAUM · 76 reps · 44 (0)20 7569 9000 · cainint.com
Fund administrationCompliance
45
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. now reports 1 private fund(s) ($59.3M gross). IAPD ↗foreign
$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com
Fund administrationCompliance
43
VERECAN CAPITAL MANAGEMENT INC. now reports 2 private fund(s) ($589.1M gross). IAPD ↗foreign
$692.7M RAUM · 18 reps · 902-477-4471 · verecan.com
Fund administrationCompliance
40
SYGNUS CAPITAL SL LIMITED now reports 6 private fund(s) ($134.0M gross). IAPD ↗foreign
$67.0M RAUM · 2 reps · (758) 731-3500
Fund administrationCompliance
40
MOSAIC CAPITAL INC. now reports 2 private fund(s) ($75.1M gross). IAPD ↗foreign
$75.1M RAUM · 4 reps · 61 468 465 309 · msc.xyz
Fund administrationCompliance
planning started — 85 Firm now reports offering financial planning (Item 5G(1)). They need planning software.
80
NORTHERN TRUST SECURITIES, INC now offers financial planning (Item 5G(1)). IAPD ↗
$1.66B RAUM · 41 reps · 312-630-6000 · northerntrust.com
Financial planning softwareCRM
80
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$4.40B RAUM · 10 reps · 907-272-7575 · apcm.net
Financial planning softwareCRM
80
CITIZENS PRIVATE WEALTH now offers financial planning (Item 5G(1)). IAPD ↗
$15.54B RAUM · 204 reps · 914-846-0100 · citizensbank.com
Financial planning softwareCRM
80
PROVIDENT INVESTMENT MANAGEMENT, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$1.13B RAUM · 6 reps · 248-380-1700 · investprovident.com
Financial planning softwareCRM
80
PORTLAND GLOBAL ADVISORS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.17B RAUM · 11 reps · 207-773-2773 · portlandglobal.com
Financial planning softwareCRM
80
GOULD ASSET MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.03B RAUM · 9 reps · 909-445-1291 · gouldasset.com
Financial planning softwareCRM
80
OVERBROOK MANAGEMENT CORPORATION now offers financial planning (Item 5G(1)). IAPD ↗
$1.12B RAUM · 7 reps · 212-661-8710
Financial planning softwareCRM
80
J. SAFRA ASSET MANAGEMENT CORPORATION now offers financial planning (Item 5G(1)). IAPD ↗
$6.26B RAUM · 13 reps · 212-704-5553
Financial planning softwareCRM
80
STERLING CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$69.23B RAUM · 64 reps · 704-927-4175 · sterlingcapital.com
Financial planning softwareCRM
80
SPROTT ASSET MANAGEMENT USA INC. now offers financial planning (Item 5G(1)). IAPD ↗
$10.12B RAUM · 35 reps · 203-656-2400 · sprott.com
Financial planning softwareCRM
80
INTEGRITY ALLIANCE, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$5.41B RAUM · 322 reps · 877-886-1939 · integritywealth.com
Financial planning softwareCRM
80
CKW FINANCIAL GROUP, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$2.53B RAUM · 2 reps · 808-629-7600 · ckwhawaii.com
Financial planning softwareCRM
80
SHARIAPORTFOLIO, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$3.01B RAUM · 9 reps · 321-275-5125
Financial planning softwareCRM
80
STASH now offers financial planning (Item 5G(1)). IAPD ↗
$4.92B RAUM · 6 reps · (800) 205-5164 · pinterest.com
Financial planning softwareCRM
80
TITAN now offers financial planning (Item 5G(1)). IAPD ↗
$1.08B RAUM · 10 reps · 973-490-4042
Financial planning softwareCRM
80
POINT OLEMA CAPITAL PARTNERS, L.P. now offers financial planning (Item 5G(1)). IAPD ↗
$2.91B RAUM · 4 reps · 415-851-0411 · pointolema.com
Financial planning softwareCRM
80
KERA CAPITAL PARTNERS now offers financial planning (Item 5G(1)). IAPD ↗
$1.36B RAUM · 8 reps · 408-668-2201
Financial planning softwareCRM
80
CERCANO MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$10.63B RAUM · 28 reps · 425-371-7500 · cercanolp.com
Financial planning softwareCRM
80
CASCADE FINANCIAL PARTNERS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$1.38B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
Financial planning softwareCRM
80
PARADIGM GLOBAL INVESTORS now offers financial planning (Item 5G(1)). IAPD ↗
$3.03B RAUM · 3 reps · 774-836-6011 · paradigmglobalinvestors.com
Financial planning softwareCRM
78
CULLEN INVESTMENT GROUP now offers financial planning (Item 5G(1)). IAPD ↗
$910.0M RAUM · 5 reps · 337-237-8000 · cullenonline.com
Financial planning softwareCRM
78
FLAGSTAR ADVISORS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$784.3M RAUM · 37 reps · 646-822-1475
Financial planning softwareCRM
78
PVG ASSET MANAGEMENT CORP now offers financial planning (Item 5G(1)). IAPD ↗
$624.9M RAUM · 6 reps · 303-526-0548 · facebook.com\pvgasset
Financial planning softwareCRM
78
MONTROSE ADVISORS INC now offers financial planning (Item 5G(1)). IAPD ↗
$670.8M RAUM · 3 reps · 212-888-4747 · montroseadvisors.com
Financial planning softwareCRM
78
NORTHSTAR ASSET MANAGEMENT, INC now offers financial planning (Item 5G(1)). IAPD ↗
$805.9M RAUM · 9 reps · 617-522-2635 · northstarasset.com
Financial planning softwareCRM
78
AUXIER ASSET MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$946.1M RAUM · 6 reps · 503-885-8807 · auxierasset.com
Financial planning softwareCRM
78
STUART INVESTMENT ADVISORS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$630.5M RAUM · 2 reps · 512-478-2275
Financial planning softwareCRM
78
UNION SQUARE GLOBAL WEALTH MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$361.2M RAUM · 5 reps · 415-392-9228 · usqglobalwealth.com
Financial planning softwareCRM
78
J.P. KING ADVISORS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$889.7M RAUM · 5 reps · 925-935-1555 · jpkingadvisors.com
Financial planning softwareCRM
78
LIG CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$250.4M RAUM · 4 reps · 405-463-3334 · ligcam.com
Financial planning softwareCRM
78
SARA-BAY FINANCIAL CORP. now offers financial planning (Item 5G(1)). IAPD ↗
$396.8M RAUM · 3 reps · 941-371-8027 · sara-bay.com
Financial planning softwareCRM
78
TWIN LAKES CAPITAL now offers financial planning (Item 5G(1)). IAPD ↗
$314.7M RAUM · 2 reps · (650) 610-9363
Financial planning softwareCRM
78
MELIA WEALTH LLC now offers financial planning (Item 5G(1)). IAPD ↗
$560.1M RAUM · 4 reps · 918-794-9290
Financial planning softwareCRM
78
FAMILY FIDUCIARY SERVICES, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$254.2M RAUM · 5 reps · 978-922-0050 · familyfiduciary.net
Financial planning softwareCRM
78
WINEBRENNER CAPITAL MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$260.5M RAUM · 5 reps · 502-671-0015 · wcmria.com
Financial planning softwareCRM
78
TALLWOODS PARTNERS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$569.4M RAUM · 2 reps · 312-283-3697 · tallwoods.com
Financial planning softwareCRM
78
REEDMARK ADVISORS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$564.6M RAUM · 9 reps · 908-300-5292 · reedmark.com
Financial planning softwareCRM
78
CWP PRIVATE WEALTH MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$276.1M RAUM · 3 reps · 262-226-2729 · cwpwealth.com
Financial planning softwareCRM
78
CENTRAL FAMILY ADVISORS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$608.3M RAUM · 2 reps · 917-993-7115 · cenfam.com
Financial planning softwareCRM
78
MACH-1 FINANCIAL GROUP, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$546.3M RAUM · 8 reps · 479-876-2100 · mach-1financial.com
Financial planning softwareCRM
78
QUANTUM PRIVATE WEALTH, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$418.0M RAUM · 4 reps · 847-474-1400 · quantumprivatewealth.com
Financial planning softwareCRM
78
FINANCIAL DESIGNS WEALTH MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$261.2M RAUM · 4 reps · 786-388-0070
Financial planning softwareCRM
78
PRESILIUM PRIVATE WEALTH, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$671.7M RAUM · 3 reps · 215-982-4140 · presiliumpw.com
Financial planning softwareCRM
78
OCTOGONE NA now offers financial planning (Item 5G(1)). IAPD ↗
$469.7M RAUM · 3 reps · 305-677-9559 · octogone.ch
Financial planning softwareCRM
78
9823 CAPITAL, LP now offers financial planning (Item 5G(1)). IAPD ↗
$677.1M RAUM · 4 reps · 214-849-5800 · 9823.capital
Financial planning softwareCRM
78
ARSENAL CAPITAL ADVISORS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$267.1M RAUM · 2 reps · 610-564-9134 · arsenalcapitaladvisors.com
Financial planning softwareCRM
78
COVINGTONALSINA now offers financial planning (Item 5G(1)). IAPD ↗
$282.9M RAUM · 5 reps · (904) 449-7326
Financial planning softwareCRM
78
OSPREY PRIVATE WEALTH LLC now offers financial planning (Item 5G(1)). IAPD ↗
$448.4M RAUM · 2 reps · (646) 907-5800
Financial planning softwareCRM
78
PARKWOODS WEALTH PARTNERS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$961.9M RAUM · 14 reps · (877) 278-2716 · parkwoodswealth.com
Financial planning softwareCRM
78
LEGACY CAPITAL now offers financial planning (Item 5G(1)). IAPD ↗
$273.4M RAUM · 3 reps · (281) 595-1990 · lead-a-legacy.com
Financial planning softwareCRM
75
GARRISON BRADFORD & ASSOCIATES INC now offers financial planning (Item 5G(1)). IAPD ↗
$138.3M RAUM · 3 reps · 212-557-7440 · garrisonbradfordinvestments.com
Financial planning softwareCRM
75
GARY L. GREENBERG now offers financial planning (Item 5G(1)). IAPD ↗
$141.1M RAUM · 1 reps · 612-360-4557
Financial planning softwareCRM
75
SARATOGA CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$138.8M RAUM · 3 reps · 623-266-4567
Financial planning softwareCRM
75
PEAK INVESTMENT ADVISORS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$234.6M RAUM · 1 reps · 719-260-6475 · peakinvestmentadvisors.com
Financial planning softwareCRM
75
WATER VALLEY INVESTMENT ADVISORS, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$157.2M RAUM · 3 reps · 7123950764 · wviainc.com
Financial planning softwareCRM
75
CONTEGO CAPITAL GROUP, INC. now offers financial planning (Item 5G(1)). IAPD ↗
$88.0M RAUM · 8 reps · 952-697-2570 · contegocap.com
Financial planning softwareCRM
75
BERKELEY CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$128.5M RAUM · 3 reps · (785) 472-2375 · berkeleycapitalmanagement.com
Financial planning softwareCRM
75
WATKINSON CAPITAL ADVISORS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$124.2M RAUM · 3 reps · 484-588-0112 · watkinsoncap.com
Financial planning softwareCRM
75
LONGBOARD ASSET MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$103.8M RAUM · 5 reps · 800-290-8319
Financial planning softwareCRM
75
PENTO PORTFOLIO STRATEGIES, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$237.3M RAUM · 2 reps · 732-772-9500
Financial planning softwareCRM
75
SERVO WEALTH MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$173.8M RAUM · 1 reps · (405) 384-5132
Financial planning softwareCRM
75
OPAL ADVISORS now offers financial planning (Item 5G(1)). IAPD ↗
$174.0M RAUM · 5 reps · 425-835-3276 · opaladvisors.com
Financial planning softwareCRM
75
AVANT CAPITAL, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$176.2M RAUM · 1 reps · (337) 504-2221 · avantcapitalllc.com
Financial planning softwareCRM
75
REVERE WEALTH MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$78.3M RAUM · 7 reps · 212-688-2350 · reveresecurities.com
Financial planning softwareCRM
75
LAKEWOOD ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$248.7M RAUM · 4 reps · 312-543-1772 · lakewoodasset.com
Financial planning softwareCRM
75
GREENSHIELDS CAPITAL LLC now offers financial planning (Item 5G(1)). IAPD ↗
$192.5M RAUM · 2 reps · 310-775-2136 · i401kplan.com
Financial planning softwareCRM
75
SOVEREIGN ASSET MANAGEMENT now offers financial planning (Item 5G(1)). IAPD ↗
$176.0M RAUM · 2 reps · (716) 768-1463
Financial planning softwareCRM
75
TROUTMAN WEALTH now offers financial planning (Item 5G(1)). IAPD ↗
$152.5M RAUM · 1 reps · 484-256-7466 · troutmanwealth.com
Financial planning softwareCRM
75
GLOBAL INVESTMENT ADVISORY now offers financial planning (Item 5G(1)). IAPD ↗
$71.8M RAUM · 5 reps · (678) 583-1120 · globalria.com
Financial planning softwareCRM
75
MORALIS TECHNOLOGIES, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$103.0M RAUM · 7 reps · 833-730-3700 · aquinaswealth.com
Financial planning softwareCRM
75
GAMBIT CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$167.5M RAUM · 6 reps · (651) 427-9001
Financial planning softwareCRM
75
KINGSMAN WEALTH MANAGEMENT INC. now offers financial planning (Item 5G(1)). IAPD ↗
$235.0M RAUM · 2 reps · 850-565-3780
Financial planning softwareCRM
75
CAPITAL AND PLANNING, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$193.9M RAUM · 2 reps · 678-519-5733 · capitalandplanning.com
Financial planning softwareCRM
75
LUMIDA WEALTH MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$132.8M RAUM · 4 reps · (917) 541-0170
Financial planning softwareCRM
75
EVERGREEN WEALTH ADVISORS now offers financial planning (Item 5G(1)). IAPD ↗
$112.5M RAUM · 7 reps · 888-884-0557 · evergreenmoney.com
Financial planning softwareCRM
75
SILVER LAKE CAPITAL PARTNERS now offers financial planning (Item 5G(1)). IAPD ↗
$211.5M RAUM · 1 reps · 972-701-2040 · silverlakecp.com
Financial planning softwareCRM
75
PONTA WEALTH PARTNERS, LLC now offers financial planning (Item 5G(1)). IAPD ↗
$208.4M RAUM · 1 reps · 407-490-4820 · pontawealth.com
Financial planning softwareCRM
75
LEGEND CAPITAL now offers financial planning (Item 5G(1)). IAPD ↗
$240.2M RAUM · 1 reps · (212) 606-2326 · legendcap.com
Financial planning softwareCRM
75
PARK STATE ASSET MANAGEMENT LLC now offers financial planning (Item 5G(1)). IAPD ↗
$192.4M RAUM · 4 reps · 978.529.2395 · park-state.com
Financial planning softwareCRM
75
CYNOSURE PORTFOLIO ADVISORS LLC now offers financial planning (Item 5G(1)). IAPD ↗
$5.8M RAUM · 7 reps · 801-521-3100 · cynosureportfolioadvisors.com
Financial planning softwareCRM
75
TWENTY-FIVE CAPITAL PARTNERS now offers financial planning (Item 5G(1)). IAPD ↗
$54.6M RAUM · 3 reps · 9255776909 · twenty-fivecapital.com
Financial planning softwareCRM
75
STEPHEN SMITH FINANCIAL INC. now offers financial planning (Item 5G(1)). IAPD ↗
$129.0M RAUM · 2 reps · 847-337-1022 · stephensmithfinancial.com
Financial planning softwareCRM
50
EVELYN PARTNERS ASSET MANAGEMENT LIMITED now offers financial planning (Item 5G(1)). IAPD ↗foreign
$1.06B RAUM · 34 reps · 442071314000 · usa.evelyn.com
Financial planning softwareCRM
45
PALOS MANAGEMENT INC. now offers financial planning (Item 5G(1)). IAPD ↗foreign
$12.1M RAUM · 3 reps · 514-397-0188
Financial planning softwareCRM
45
VERECAN ASSET MANAGEMENT INC. now offers financial planning (Item 5G(1)). IAPD ↗foreign
$2.7M RAUM · 18 reps · 902-477-4471
Financial planning softwareCRM
pending approved — 60 120-day provisional registration became a full approval.
75
ACTIV8 FAMILY OFFICE LLC's provisional registration is now fully approved. IAPD ↗
$1.54B RAUM · 6 reps · 978-870-0255 · activ8familyoffice.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
75
71 WEST CAPITAL PARTNERS's provisional registration is now fully approved. IAPD ↗
$5.51B RAUM · 8 reps · 617-885-8090 · 71westcapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
ASSET ONE WEALTH MANAGEMENT, LLC's provisional registration is now fully approved. IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
AXIENT INVESTMENT ADVISORS LLC's provisional registration is now fully approved. IAPD ↗
$454.0M RAUM · 12 reps · 256-980-1723 · axientadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
SENTINEL ADVISORY GROUP, LLC's provisional registration is now fully approved. IAPD ↗
$320.8M RAUM · 8 reps · 608-579-9350
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
STEELHEAD WEALTH MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$341.9M RAUM · 3 reps · (804) 548-0781 · steelheadwealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
POINTONE FAMILY OFFICE's provisional registration is now fully approved. IAPD ↗
$327.1M RAUM · 2 reps · (310) 737-2637 · p1fo.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
CANBY FINANCIAL ADVISORS's provisional registration is now fully approved. IAPD ↗
$729.4M RAUM · 5 reps · 508-598-1082 · canbyfinancial.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
WASHINGTON PARK CAPITAL MANAGEMENT, LLC's provisional registration is now fully approved. IAPD ↗
$359.5M RAUM · 3 reps · 503-222-9917 · waparkadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
BELLARS HARRIS WEALTH MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$505.4M RAUM · 5 reps · 757-704-4200 · bellarsharriswealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
AUGUST WEALTH ADVISORS LLC's provisional registration is now fully approved. IAPD ↗
$436.6M RAUM · 4 reps · (800) 985-9477 · augustwealthadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
VERTRIX WEALTH MANAGEMENT, LLC's provisional registration is now fully approved. IAPD ↗
$343.2M RAUM · 7 reps · (248) 602 0555 · vertrixwm.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
CENTRAL WEALTH MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗
$136.8M RAUM · 1 reps · 608-841-1555 · centralwealthmanagement.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
OLDFIELD WEALTH PARTNERS's provisional registration is now fully approved. IAPD ↗
$110.0M RAUM · 1 reps · 207-573-3001 · oldfieldwealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
ROCK CREEK WEALTH MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$101.1M RAUM · 3 reps · 503-505-7000 · rockcreekwm.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
NESTVST's provisional registration is now fully approved. IAPD ↗
$7,067 RAUM · 1 reps · 832-592-1760 · wealthdoor.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
LIFECAPITAL PARTNERS LLC's provisional registration is now fully approved. IAPD ↗
$133.2M RAUM · 3 reps · (917) 968-0055 · lifecapital-partners.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
CARDONE WEALTH ADVISORS's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 2 reps · 310-777-0255 · cardonewealthadvisors.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
ARAGON FAMILY OFFICE LLC's provisional registration is now fully approved. IAPD ↗
$112.0M RAUM · 2 reps · 719-244-4814
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
LANE FAMILY WEALTH MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$142.7M RAUM · 2 reps · 319-535-4525 · lanefamilywm.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
COLUCCI WEALTH MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗
$25.0M RAUM · 1 reps · 914-263-4996
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
NORTHERN EDGE WEALTH MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$246.9M RAUM · 4 reps · 906-228-6018 · northernedgewealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
COASTLINE COMPLETE WEALTH LLC's provisional registration is now fully approved. IAPD ↗
$213.6M RAUM · 2 reps · 843-379-1300 · coastlinecw.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
3ROOTS WEALTH PARTNERS LLC's provisional registration is now fully approved. IAPD ↗
$92.6M RAUM · 3 reps · 402-980-1525
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
LC VERO MANAGER's provisional registration is now fully approved. IAPD ↗
$205.6M RAUM · 3 reps · 917-657-5639 · verocapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
MUSAFFA LLC's provisional registration is now fully approved. IAPD ↗
$2,000 RAUM · 1 reps · 1 929-415-9392 · musaffa.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
DERRYRUSH WEALTH's provisional registration is now fully approved. IAPD ↗
$25.8M RAUM · 1 reps · (631) 275-4885
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
ARX PRIVATE WEALTH's provisional registration is now fully approved. IAPD ↗
$113.6M RAUM · 5 reps · 717-219-8226 · arxprivatewealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
MARTINWRIGHT ADVISORY, LLC's provisional registration is now fully approved. IAPD ↗
$160.7M RAUM · 5 reps · 404-882-8756 · mwadvisory.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
SPRING STREET WEALTH's provisional registration is now fully approved. IAPD ↗
$26.4M RAUM · 1 reps · 917-695-9535 · springstreetwealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
MAGELLAN PLANNING GROUP's provisional registration is now fully approved. IAPD ↗
$210.0M RAUM · 3 reps · 404-257-8811 · magellanplanning.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
MCKINNEY CAPITAL MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$246.1M RAUM · 2 reps · 713-888-0841 · retirewithmcm.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
ULTRA ADVISORY GROUP's provisional registration is now fully approved. IAPD ↗
$142.6M RAUM · 1 reps · 949-590-4923 · ultraadvisorygroup.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
FFO INVESTMENTS LLC's provisional registration is now fully approved. IAPD ↗
$207.1M RAUM · 5 reps · (302) 584-3415 · thefractionalfamilyoffice.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
PEREON WEALTH LLC's provisional registration is now fully approved. IAPD ↗
$180.6M RAUM · 1 reps · 212-606-2323
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
A3 CAPITAL ADVISORS's provisional registration is now fully approved. IAPD ↗
$227.1M RAUM · 2 reps · 713-447-5856
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
NAVIANT PARTNERS, LLC's provisional registration is now fully approved. IAPD ↗
$177.3M RAUM · 2 reps · (251) 725-9977 · naviantpartners.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
MILLER FINANCIAL SERVICES, INC.'s provisional registration is now fully approved. IAPD ↗
$127.0M RAUM · 1 reps · 949-218-9419 · millerfinancialservicesinc.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
NORTHILL AIMS, LLC's provisional registration is now fully approved. IAPD ↗
$249.5M RAUM · 2 reps · (972) 480-6202 · northillaims.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
STEPHEN SMITH FINANCIAL INC.'s provisional registration is now fully approved. IAPD ↗
$129.0M RAUM · 2 reps · 847-337-1022 · stephensmithfinancial.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
HV CAPITAL MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$71.5M RAUM · 2 reps · 845-655-4826 · hvcapitalmanagement.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
BLUE HERON CAPITAL's provisional registration is now fully approved. IAPD ↗
$102.2M RAUM · 3 reps · (720) 488-8604
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
PIEDMONT PRIVATE WEALTH, LLC's provisional registration is now fully approved. IAPD ↗
$105.0M RAUM · 1 reps · 919 452 1370
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
GEVERS WEALTH MANAGEMENT's provisional registration is now fully approved. IAPD ↗
$223.7M RAUM · 3 reps · 4259024840 · geverswealth.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
COUNTERPOINTE INVESTMENT MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗institutional
$1.07B RAUM · 22 reps · 855-431-4400
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
63
MAREK CAPITAL MANAGEMENT LP's provisional registration is now fully approved. IAPD ↗institutional
$422.4M RAUM · 6 reps · 929 688 4791 · marekcapital.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
63
AGRIGLOBE LAND ADVISORS, LLC's provisional registration is now fully approved. IAPD ↗institutional
$602.2M RAUM · 4 reps · 559-439-7490 · agriglobe.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
63
AUREON MANAGEMENT LLC's provisional registration is now fully approved. IAPD ↗institutional
$481.0M RAUM · 7 reps · 917-767-3845
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
63
ODYSSEAN, LLC's provisional registration is now fully approved. IAPD ↗institutional
$373.3M RAUM · 2 reps · 203-418-1433
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
63
AVICENE's provisional registration is now fully approved. IAPD ↗institutional
$256.5M RAUM · 3 reps · 646-734-2620
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
HARVEY CAPITAL PARTNERS, L.P.'s provisional registration is now fully approved. IAPD ↗fund
$1.26B RAUM · 10 reps · 212 970 5500
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
BLANCHE PARK CAPITAL's provisional registration is now fully approved. IAPD ↗institutional
$167.3M RAUM · 1 reps · +1 (720) 565-2700 · bparkcap.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
PARK SQUARE CAPITAL USA LP's provisional registration is now fully approved. IAPD ↗fund
$18.90B RAUM · 48 reps · 1-646-681-4905
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
FRAMEWORK DIGITAL ADVISORS's provisional registration is now fully approved. IAPD ↗institutional
$0 RAUM · 1 reps · 9173000081
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
ROUTEBURN CAPITAL's provisional registration is now fully approved. IAPD ↗institutional
$175.8M RAUM · 2 reps · 917-573-4350
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
NX1 CAPITAL LP's provisional registration is now fully approved. IAPD ↗fund
$2.86B RAUM · 10 reps · 917-742-2739
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
EVERVIEW PARTNERS, L.P.'s provisional registration is now fully approved. IAPD ↗fund
$949.8M RAUM · 12 reps · (212)242-5800 · everviewcap.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
BARRAMUNDI ADVISORS LLC's provisional registration is now fully approved. IAPD ↗fund
$390.4M RAUM · 5 reps · 561-462-1200
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
A-STREET MANAGEMENT LP's provisional registration is now fully approved. IAPD ↗fund
$530.0M RAUM · 5 reps · 307-413-4592 · astreet.com
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
VALUEQUEST ADVISERS, LLC's provisional registration is now fully approved. IAPD ↗fund
$400.8M RAUM · 4 reps · 732-673-1956
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
wrap program started — 35 Firm began participating in a wrap-fee program (Item 5I(1)).
65
TRUEPOINT, INC. began participating in a wrap-fee program. IAPD ↗
$6.39B RAUM · 37 reps · 513-792-6648 · truepointwealth.com
Portfolio / reporting / TAMPCompliance
65
CITIZENS PRIVATE WEALTH began participating in a wrap-fee program. IAPD ↗
$15.54B RAUM · 204 reps · 914-846-0100 · citizensbank.com
Portfolio / reporting / TAMPCompliance
65
ENVESTNET PORTFOLIO SOLUTIONS, INC. began participating in a wrap-fee program. IAPD ↗
$17.35B RAUM · 178 reps · 312-827-2800
Portfolio / reporting / TAMPCompliance
65
MAIRS & POWER began participating in a wrap-fee program. IAPD ↗
$12.14B RAUM · 25 reps · 651-222-8478 · mairsandpower.com
Portfolio / reporting / TAMPCompliance
65
ADVOCACY WEALTH MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$3.24B RAUM · 26 reps · 404.836.7141 · advocacywealth.com
Portfolio / reporting / TAMPCompliance
65
KEATING FINANCIAL ADVISORY SERVICES began participating in a wrap-fee program. IAPD ↗
$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com
Portfolio / reporting / TAMPCompliance
65
GEOWEALTH MANAGEMENT LLC began participating in a wrap-fee program. IAPD ↗
$17.57B RAUM · 20 reps · (312) 219-9160
Portfolio / reporting / TAMPCompliance
65
VANGUARD PERSONALIZED INDEXING MANAGEMENT began participating in a wrap-fee program. IAPD ↗
$11.35B RAUM · 5 reps · 844-317-5190
Portfolio / reporting / TAMPCompliance
65
CW ADVISORS, LLC began participating in a wrap-fee program. IAPD ↗
$15.22B RAUM · 89 reps · (617) 428-7600 · cwadvisorsgroup.com
Portfolio / reporting / TAMPCompliance
65
MODERN WEALTH MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site
Portfolio / reporting / TAMPCompliance
63
CHAPIN DAVIS ASSET MANAGEMENT began participating in a wrap-fee program. IAPD ↗
$642.8M RAUM · 21 reps · 410-435-3200
Portfolio / reporting / TAMPCompliance
63
LAUREL WEALTH PLANNING began participating in a wrap-fee program. IAPD ↗
$453.6M RAUM · 6 reps · 952-854-6250
Portfolio / reporting / TAMPCompliance
63
THE JENKINS GROUP began participating in a wrap-fee program. IAPD ↗
$270.1M RAUM · 3 reps · 229-883-8028
Portfolio / reporting / TAMPCompliance
63
UHLER VERTICH WHITE ADVISORS began participating in a wrap-fee program. IAPD ↗
$513.7M RAUM · 6 reps · 239-936-6300 · uvwadvisors.com
Portfolio / reporting / TAMPCompliance
63
CL WEALTH MANAGEMENT LLC began participating in a wrap-fee program. IAPD ↗
$733.6M RAUM · 39 reps · 212-388-6200 · leadingedgefinancialgroup.com
Portfolio / reporting / TAMPCompliance
63
DAI WEALTH, LLC began participating in a wrap-fee program. IAPD ↗
$330.0M RAUM · 40 reps · 404-531-7080 · goodcounselwealth.com
Portfolio / reporting / TAMPCompliance
63
BEACON WEALTH CONSULTANTS, INC. began participating in a wrap-fee program. IAPD ↗
$278.3M RAUM · 15 reps · 540-345-3891 · lightpointportfoliosolutions.com
Portfolio / reporting / TAMPCompliance
63
BROPHY WEALTH MANAGEMENT, LLC began participating in a wrap-fee program. IAPD ↗
$532.5M RAUM · 4 reps · (603) 668-2303 · brophywealth.com
Portfolio / reporting / TAMPCompliance
63
ONE WEALTH MAP, LLC began participating in a wrap-fee program. IAPD ↗
$287.4M RAUM · 6 reps · 702-470-2660
Portfolio / reporting / TAMPCompliance
63
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. began participating in a wrap-fee program. IAPD ↗
$694.3M RAUM · 27 reps · 860.973.3214
Portfolio / reporting / TAMPCompliance
63
BOOKENDS FINANCIAL PLANNING began participating in a wrap-fee program. IAPD ↗
$338.3M RAUM · 5 reps · 317-859-2502
Portfolio / reporting / TAMPCompliance
63
OLISTICO WEALTH, LLC began participating in a wrap-fee program. IAPD ↗
$371.5M RAUM · 4 reps · 918-863-2005 · olisticowealth.com
Portfolio / reporting / TAMPCompliance
63
GGM FINANCIAL LLC began participating in a wrap-fee program. IAPD ↗
$513.0M RAUM · 6 reps · 614-310-2400
Portfolio / reporting / TAMPCompliance
60
KAHN FINANCIAL GROUP began participating in a wrap-fee program. IAPD ↗
$122.6M RAUM · 2 reps · 727-797-5551
Portfolio / reporting / TAMPCompliance
60
DOLAN CAPITAL ADVISORS, LLC began participating in a wrap-fee program. IAPD ↗
$179.1M RAUM · 2 reps · (704) 887-4969
Portfolio / reporting / TAMPCompliance
60
FIRST AMERICAN ASSET ADVISORY, LLC began participating in a wrap-fee program. IAPD ↗
$191.8M RAUM · 6 reps · (516) 622-3100 · firstaaa.com
Portfolio / reporting / TAMPCompliance
60
STRATEGIC ADVISORY SERVICES began participating in a wrap-fee program. IAPD ↗
$201.2M RAUM · 8 reps · 901-751-2025 · saswealthadvisors.com
Portfolio / reporting / TAMPCompliance
60
CAPSTAR FINANCIAL SERVICES LLC began participating in a wrap-fee program. IAPD ↗
$207.8M RAUM · 3 reps · (512) 215-9030 · capstarfinancial.com
Portfolio / reporting / TAMPCompliance
60
ALINEA ADVISORY SERVICES LLC began participating in a wrap-fee program. IAPD ↗
$66.6M RAUM · 1 reps · 516-469-9482
Portfolio / reporting / TAMPCompliance
60
PONTA WEALTH PARTNERS, LLC began participating in a wrap-fee program. IAPD ↗
$208.4M RAUM · 1 reps · 407-490-4820 · pontawealth.com
Portfolio / reporting / TAMPCompliance
60
CROSSGEN WEALTH LLC began participating in a wrap-fee program. IAPD ↗
$222.8M RAUM · 3 reps · 252-262-7301 · crossgenwealth.com
Portfolio / reporting / TAMPCompliance
60
DESTINY FAMILY OFFICE began participating in a wrap-fee program. IAPD ↗
$0 RAUM · 7 reps · 844-357-1120 · destinyfamilyoffice.com
Portfolio / reporting / TAMPCompliance
60
TWENTY-FIVE CAPITAL PARTNERS began participating in a wrap-fee program. IAPD ↗
$54.6M RAUM · 3 reps · 9255776909 · twenty-fivecapital.com
Portfolio / reporting / TAMPCompliance
50
CHANNING GLOBAL ADVISORS, LLC began participating in a wrap-fee program. IAPD ↗fund
$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com
Portfolio / reporting / TAMPCompliance
35
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED began participating in a wrap-fee program. IAPD ↗foreign
$174.54B RAUM · 97 reps · 44-20-7425-8000 · morganstanley.com
Portfolio / reporting / TAMPCompliance
reorganization — 6 Item 4A succession where the acquired firm is the same business (entity change, not a deal).
45
TALON LLC filed an Item 4A succession naming TALON PRIVATE WEALTH, LLC (CRD 298714) — an entity change, not a deal. IAPD ↗
$1.06B RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com
Integration & migration consultingCompliance
40
ADDITION WEALTH filed an Item 4A succession naming ADDITION WEALTH (CRD 318018) — an entity change, not a deal. IAPD ↗
$0 RAUM · 13 reps · 917-426-6711
Integration & migration consultingCompliance
40
ECHELONS CAPITAL, LLC filed an Item 4A succession naming ECHELONS CAPITAL, LLC (CRD 325781) — an entity change, not a deal. IAPD ↗
$174.4M RAUM · 2 reps · 706-372-4218 · echelonscapital.com
Integration & migration consultingCompliance
40
MAKE THE MEMORY FINANCIAL PLANNING filed an Item 4A succession naming MAKE THE MEMORY FINANCIAL PLANNING (CRD 331666) — an entity change, not a deal. IAPD ↗
$8.8M RAUM · 2 reps · 423-218-2822 · mtmplanning.com
Integration & migration consultingCompliance
30
HARBERT FUND ADVISORS, LLC filed an Item 4A succession naming HARBERT FUND ADVISORS, LLC (CRD 110577) — an entity change, not a deal. IAPD ↗fund
$7.82B RAUM · 62 reps · 205/987-5500
Integration & migration consultingCompliance
30
IVY INVEST CORPORATION filed an Item 4A succession naming BUENA CAPITAL ADVISORS D/B/A IVY INVEST (CRD 328122) — an entity change, not a deal. IAPD ↗institutional
$12.6M RAUM · 1 reps · 8005357096
Integration & migration consultingCompliance

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.