← Tributary

CRM — March 2026

CRM vendors and the consultants who implement them (Salesforce FSC, Wealthbox, Redtail, Practifi).

824 firms opened this window in the March 2026 SEC roster: 338 aum up, 137 new office, 109 headcount up, 101 new registration, 85 aum crossed 500m, 24 pending approved, 17 rename, 13 planning started.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

98
FINANCIAL PLANNING HAWAII, INC. — (HONOLULU, HI) is newly SEC-registered with $382.4M RAUM and 3 advisory reps. IAPD ↗
$382.4M RAUM · 3 reps · 808-564-0654
98
ACCESS WEALTH MANAGEMENT, LLC — (LOUISVILLE, KY) is newly SEC-registered with $357.7M RAUM and 3 advisory reps. IAPD ↗
$357.7M RAUM · 3 reps · 502-292-5500 · accesswm.com
98
GRAVITALIX FINANCIAL — (CORAL SPRINGS, FL) is newly SEC-registered with $542.5M RAUM and 1 advisory reps. IAPD ↗
$542.5M RAUM · 1 reps · 1-954-998-0555
95
MISSIONSQUARE WEALTH MANAGEMENT — (WASHINGTON, DC) is newly SEC-registered with $0 RAUM and 31 advisory reps. IAPD ↗
$0 RAUM · 31 reps · 800-669-7444
95
LANDOLT SECURITIES, INC. — (LAKE BLUFF, IL) is newly SEC-registered with $105.6M RAUM and 10 advisory reps. IAPD ↗
$105.6M RAUM · 10 reps · 847-838-5151 · landoltsecurities.com
95
DORATO CAPITAL MANAGEMENT — (location n/a) is newly SEC-registered with $138.7M RAUM and 3 advisory reps. IAPD ↗
$138.7M RAUM · 3 reps · 303-733-4999 · doratocapital.com
95
ARCH PARTNERS WEALTH MANAGEMENT, INC. — (WATKINSVILLE, GA) is newly SEC-registered with $109.2M RAUM and 3 advisory reps. IAPD ↗
$109.2M RAUM · 3 reps · 706-850-8877 · archpartnerswealth.com
95
STAIB FINANCIAL PLANNING, LLC — (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 303-887-9633 · staibfinancialplanning.com
95
INNOVATIVE FINANCIAL, LLC — (LAKEWOOD, CO) is newly SEC-registered with $105.3M RAUM and 1 advisory reps. IAPD ↗
$105.3M RAUM · 1 reps · (303) 275-7170
95
QUANTUM FINANCIAL PARTNERS LLC — (OVERLAND PARK, KS) is newly SEC-registered with $148.6M RAUM and 6 advisory reps. IAPD ↗
$148.6M RAUM · 6 reps · 913-538-5753 · qfp-llc.com
95
PASQUA WEALTH SOLUTIONS — (PALM CITY, FL) is newly SEC-registered with $129.7M RAUM and 1 advisory reps. IAPD ↗
$129.7M RAUM · 1 reps · (914) 461-3336 · pasquawealthsolutions.com
95
J. FREEMAN & ASSOCIATES — (GREENVILLE, SC) is newly SEC-registered with $175.0M RAUM and 1 advisory reps. IAPD ↗
$175.0M RAUM · 1 reps · 864-331-4400
95
POLERO ICE ADVISERS — (location n/a) is newly SEC-registered with $106.0M RAUM and 1 advisory reps. IAPD ↗
$106.0M RAUM · 1 reps · 917-837-0440 · poleroadvisers.org
95
INVESTMENT & TAX STRATEGIES, INC. — (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 262-886-2914
95
RCN WEALTH ADVISORS, INC. — (location n/a) is newly SEC-registered with $58.4M RAUM and 1 advisory reps. IAPD ↗
$58.4M RAUM · 1 reps · 410-956-6003 · rcnwa.com
95
FLIGHT LINE FINANCIAL, LLC — (PRINCETON, NJ) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 609-955-3570
95
GRAETER WEALTH ADVISORS, LLC — (LOUISVILLE, KY) is newly SEC-registered with $104.9M RAUM and 3 advisory reps. IAPD ↗
$104.9M RAUM · 3 reps · 502-625-1996 · graeterwealth.com
95
JCN FINANCIAL & TAX ADVISORY GROUP, LLC — (BATON ROUGE, LA) is newly SEC-registered with $121.6M RAUM and 2 advisory reps. IAPD ↗
$121.6M RAUM · 2 reps · 877-755-0488 · strengthsciencestudios.net
95
PUISSANCE CAPITAL MANAGEMENT LP — (location n/a) is newly SEC-registered with $45.0M RAUM and 1 advisory reps. IAPD ↗
$45.0M RAUM · 1 reps · 212-878-3702 · puissancecapital.com
95
II TECHNOLOGY, LLC — (AUSTIN, TX) is newly SEC-registered with $40.7M RAUM and 2 advisory reps. IAPD ↗
$40.7M RAUM · 2 reps · (512) 730-1015 · ii.technology
95
RABENOLD ADVISORS, INC. — (WILLIAMSVILLE, NY) is newly SEC-registered with $32.3M RAUM and 1 advisory reps. IAPD ↗
$32.3M RAUM · 1 reps · 716-568-8790 · rabenoldadvisors.com
95
MERIDIAN WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $117.8M RAUM and 4 advisory reps. IAPD ↗
$117.8M RAUM · 4 reps · 425-492-9060 · meridianwealthmgmt.com
95
THE FINANCIAL LEGACY GROUP — (CHARLOTTE, NC) is newly SEC-registered with $107.3M RAUM and 2 advisory reps. IAPD ↗
$107.3M RAUM · 2 reps · 704-469-6614 · thefinanciallegacygroup.com
95
M2 CAPITAL ADVISORS — (VALENCIA, CA) is newly SEC-registered with $40.4M RAUM and 6 advisory reps. IAPD ↗
$40.4M RAUM · 6 reps · (661) 347-0202
95
SAFEBRIDGE LLC — (location n/a) is newly SEC-registered with $205.3M RAUM and 1 advisory reps. IAPD ↗
$205.3M RAUM · 1 reps · 703-457-6830
95
FAIRCHILD CAPITAL LLC — (PORTLAND, OR) is newly SEC-registered with $102.8M RAUM and 1 advisory reps. IAPD ↗
$102.8M RAUM · 1 reps · 503-828-3796
95
UAK DIVERSIFIED WEALTH ADVISORS — (MINNETONKA, MN) is newly SEC-registered with $113.0M RAUM and 2 advisory reps. IAPD ↗
$113.0M RAUM · 2 reps · 651-757-5534
95
BLUE LINE CAPITAL — (CHICAGO, IL) is newly SEC-registered with $131.9M RAUM and 5 advisory reps. IAPD ↗
$131.9M RAUM · 5 reps · 312-837-3944
95
ARMOUR WEALTH ADVISORS, LLC — (TUMWATER, WA) is newly SEC-registered with $110.4M RAUM and 2 advisory reps. IAPD ↗
$110.4M RAUM · 2 reps · 360-628-8783 · armourwa.com
95
SEBETIC ADVISORS, LLC — (location n/a) is newly SEC-registered with $94.4M RAUM and 1 advisory reps. IAPD ↗
$94.4M RAUM · 1 reps · 516 754-2150 · sebeticadvisors.com
95
QUANTSTREET CAPITAL — (location n/a) is newly SEC-registered with $192.6M RAUM and 2 advisory reps. IAPD ↗
$192.6M RAUM · 2 reps · 212-537-3877
95
INTELLICAPITAL ADVISORS LLC — (PONTE VEDRA, FL) is newly SEC-registered with $118.9M RAUM and 2 advisory reps. IAPD ↗
$118.9M RAUM · 2 reps · 866-438-1958 · opensea.io
95
IDLE HILL ADVISORS LLC — (GREENVILLE, SC) is newly SEC-registered with $103.8M RAUM and 4 advisory reps. IAPD ↗
$103.8M RAUM · 4 reps · 864-297-6125 · wealthtrainingacademy.com
95
ZENITH ADVISORY GROUP, LLC — (THE VILLAGES, FL) is newly SEC-registered with $115.4M RAUM and 2 advisory reps. IAPD ↗
$115.4M RAUM · 2 reps · 352-282-0810
95
TRAILWISE FINANCIAL PARTNERS, LLC — (GOLDEN, CO) is newly SEC-registered with $144.8M RAUM and 4 advisory reps. IAPD ↗
$144.8M RAUM · 4 reps · 720-463-2850
95
PEARL WEALTH GROUP — (location n/a) is newly SEC-registered with $102.9M RAUM and 2 advisory reps. IAPD ↗
$102.9M RAUM · 2 reps · (616) 726-2090
95
POINT NEMO CAPITAL, LLC — (location n/a) is newly SEC-registered with $103.8M RAUM and 3 advisory reps. IAPD ↗
$103.8M RAUM · 3 reps · 713-858-7966 · pointnemocapital.com
95
34 FINANCIAL, LLC — (ATLANTA, GA) is newly SEC-registered with $101.0M RAUM and 4 advisory reps. IAPD ↗
$101.0M RAUM · 4 reps · 404-383-2100 · trgwm.com
95
WESTERN RESERVE CAPITAL MANAGEMENT, LLC — (HUDSON, OH) is newly SEC-registered with $120.2M RAUM and 2 advisory reps. IAPD ↗
$120.2M RAUM · 2 reps · 330-655-1543 · wrcmfp.com
95
TUMOLO WEALTH MANAGEMENT LLC — (EAST LYME, CT) is newly SEC-registered with $134.0M RAUM and 4 advisory reps. IAPD ↗
$134.0M RAUM · 4 reps · (860) 650-3005 · tumolofinancial.com
95
WEALTH EASE WEALTH MANAGEMENT — (MARSHALL, MI) is newly SEC-registered with $132.2M RAUM and 2 advisory reps. IAPD ↗
$132.2M RAUM · 2 reps · 269-781-8371 · wealtheasewm.com
95
JET WEALTH ADVISORS — (LA JOLLA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 858-457-1003 · jetwealthadvisors.com
95
ADVICE ONLY — (SAN DIEGO, CA) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · (619) 374- 2261
95
GRACE ADVISORS LLC — (WILMINGTON, DE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 212-540-4295 · grace.money
95
MM ADVISORS, LLC — (AUBURN, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 334-887-7022
95
BENEFI — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 3038861582 · benefi.org
95
RAIL-SPLITTER CAPITAL MANAGEMENT LLC — (WINNETKA, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 773-294-6099 · rail-splitter.com
95
ASTOR — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 650-661-9880 · joinastor.com
95
LEO WEALTH AMERICAS, LLC — (HURST, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 19 advisory reps. IAPD ↗
$0 RAUM · 19 reps · 817-354-1090
95
LILLIANO CAPITAL MANAGEMENT LLC — (PHOENIX, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 480-678-0411 · lillianocapital.com
95
GALLACHER CAPITAL LLC — (LONE TREE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 303-708-1640
95
PRAIRIE ADVISORY, LLC — (LEAWOOD, KS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 913-963-1054 · prairieadvisoryllc.com
95
BERCH CAPITAL LLC — (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $6.6M RAUM and 2 advisory reps. IAPD ↗
$6.6M RAUM · 2 reps · 512-426-8018 · berchcapital.com
95
PIEDMONT 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 · 919 452 1370
95
PECUSAVVY FINANCIAL, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (915) 944-1850 · pecusavvyfinancial.com
95
BILI FINANCE — (TUCSON, AZ) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 520.329.4954 · heybili.com
95
GRYPHON WEALTH — (JACKSONVILLE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 904-450-5330
95
PRISM PLANNING AND SOLUTIONS GROUP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 914-475-7962 · ppsgrp.com
95
TYLER STREET CAPITAL — (PLYMOUTH, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 508-648-4684
95
LAFAYETTE SQUARE WEALTH, LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 786-598-2089
95
VANDALIA WEALTH — (CHARLESTON, WV) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗
$0 RAUM · 13 reps · 304-915-0260 · vandaliawealth.com
95
CAPSTONE WEALTH MANAGEMENT GROUP, INC. — (BEND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 541.330.0266 · capstonewmg.com
95
WALLACE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (903) 571-7493 · wallacefinance.io
95
STERLING LEGACY ADVISORS INC. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 201-655-2022
95
ESHEL BOT — (BURLINGTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 781-518-8660 · eshelspring.com
95
HESMER WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 252-230-7699
95
COAST ADVISORY LLC — (EAST TROY, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 262-977-9907 · coastadvisory.net
95
TAILORED WEALTH SOLUTIONS — (SARATOGA SPRINGS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 518-583-4800 · tailoredwealthsolutions.com
95
PIEDMONT WEALTH MANAGEMENT — (ALEXANDRIA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (703) 518 - 8361 · piedmontwm.com
95
ASAL INVEST — (ARLINGTON, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · +1 (646) 288-3548
95
ISQ CAPITAL — (KING OF PRUSSIA, PA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (610) 749-9920 · isqcp.com
95
MRP LEGACY ADVISORS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 404-213-6474 · mrpadvisors.com
95
SOUND FUTURES — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 2019884947 · soundfutures.co
95
HOMAGE WEALTH GROUP LLC — (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (713) 725-0696
85
FISHER INVESTMENTS — grew from 1869 to 1948 advisory reps. IAPD ↗
$386.67B RAUM · 1948 reps · 800-851-8845 · fishercareers.com
85
CWM, LLC — grew from 456 to 472 advisory reps. IAPD ↗
$50.58B RAUM · 472 reps · 402-330-0808
85
ALPHACORE CAPITAL LLC — grew from 42 to 69 advisory reps. IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
85
ROBINHOOD ASSET MANAGEMENT — grew from 47 to 138 advisory reps. IAPD ↗
$1.52B RAUM · 138 reps · 650-940-2700 EXT 31450
82
PURE FINANCIAL ADVISORS, LLC — grew from 64 to 76 advisory reps. IAPD ↗
$11.05B RAUM · 76 reps · 866-876-7873
81
THE MATHER GROUP, LLC — grew from 86 to 97 advisory reps. IAPD ↗
$13.45B RAUM · 97 reps · 888-537-1080 · themathergroup.com
80
SANCTUARY ADVISORS, LLC — grew from 370 to 380 advisory reps. IAPD ↗
$27.70B RAUM · 380 reps · 317-975-7729
80
U.S. BANCORP ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$1.52B RAUM · 126 reps · 800-888-4700 · usbank.com
80
NEWSQUARE CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$2.39B RAUM · 6 reps · 610-325-6117 · newsquarecapital.com
78
NFSG CORPORATION — grew from 66 to 74 advisory reps. IAPD ↗
$1.08B RAUM · 74 reps · 954-334-3450 · blackriverltd.com
78
B.O.S.S. RETIREMENT ADVISORS, LLC — grew from 41 to 49 advisory reps. IAPD ↗
$1.38B RAUM · 49 reps · 801-990-5055
78
GKV CAPITAL MANAGEMENT CO INC — now offers financial planning (Item 5G(1)). IAPD ↗
$357.2M RAUM · 3 reps · 925-627-8680 · gkvcapital.com
78
EAGLE CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$455.2M RAUM · 2 reps · 985-778-0987 · eagle-capital.com
78
FORTE ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$315.2M RAUM · 1 reps · 917-868-9104 · forteassets.com
78
NINEPOINTTWO CAPITAL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$314.8M RAUM · 2 reps · 323-486-3600
78
DISCIPLINE WEALTH SOLUTIONS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$746.7M RAUM · 18 reps · 864-322-6046 · lindedin.com
77
THE FIDUCIARY ALLIANCE — grew from 38 to 45 advisory reps. IAPD ↗
$2.53B RAUM · 45 reps · 864-385-7999
77
JEFFERIES INVESTMENT ADVISERS LLC — grew from 100 to 107 advisory reps. IAPD ↗
$3.42B RAUM · 107 reps · 212-284-2300 · jefferies.com
76
COOPER MCMANUS — grew from 44 to 50 advisory reps. IAPD ↗
$2.85B RAUM · 50 reps · 800-516-5333 · fcguides.com
75
ALPHA ARCHITECT — reported RAUM up 86% ($7.27B -> $13.50B). IAPD ↗
$13.50B RAUM · 5 reps · +1.215.882.9983
75
FOCUS PARTNERS WEALTH, LLC — reported RAUM up 90% ($95.89B -> $181.86B). IAPD ↗
$181.86B RAUM · 1025 reps · (314) 725-0455
75
LRI INVESTMENTS — reported RAUM up 98% ($1.40B -> $2.78B). IAPD ↗
$2.78B RAUM · 31 reps · 561-323-2265
75
VALMARK ADVISERS, INC. — grew from 275 to 280 advisory reps. IAPD ↗
$10.17B RAUM · 280 reps · 800-765-5201
75
SC&H WEALTH — grew from 15 to 20 advisory reps. IAPD ↗
$1.23B RAUM · 20 reps · 410-403-1500
75
RMR WEALTH BUILDERS, INC. — grew from 44 to 49 advisory reps. IAPD ↗
$2.89B RAUM · 49 reps · (201) 836-2460
75
JOHNSON BRUNETTI — grew from 31 to 36 advisory reps. IAPD ↗
$2.78B RAUM · 36 reps · 860-372-4800
75
SEASIDE WEALTH MANAGEMENT, INC. — grew from 4 to 11 advisory reps. IAPD ↗
$459.3M RAUM · 11 reps · (760) 730-8120 · seasidewealth.com
75
FINANCIAL SERVICES OF AMERICA ADVISORS — grew from 24 to 31 advisory reps. IAPD ↗
$573.4M RAUM · 31 reps · (800) 977-9292 · fsa1.com
75
AMPLIUS WEALTH ADVISORS — grew from 8 to 13 advisory reps. IAPD ↗
$1.74B RAUM · 13 reps · 215-310-7770
75
PARR MCKNIGHT WEALTH MANAGEMENT GROUP — grew from 5 to 10 advisory reps. IAPD ↗
$1.07B RAUM · 10 reps · 612-324-0240 · parrmcknightwmg.com
75
SLOCUM, GORDON & CO. LLP — now offers financial planning (Item 5G(1)). IAPD ↗
$219.2M RAUM · 2 reps · 401-849-4900 · slocumgordon.com
75
COLLAR CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$176.3M RAUM · 3 reps · 920-830-1556 · collarcapital.com
75
NUTS2INVEST.COM, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 1 reps · 937-269-1116 · nuts2invest.com
75
WPM WEALTH ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$72.4M RAUM · 3 reps · 518-369-5232 · wpmwealthadvisors.com
75
LFG WEALTH PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$190.7M RAUM · 7 reps · 877-573-2043
75
CHARMARLINE WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$118.8M RAUM · 1 reps · 434-455-3036 · cmlwm.com
74
BEDEL FINANCIAL CONSULTING INC — grew from 15 to 19 advisory reps. IAPD ↗
$2.92B RAUM · 19 reps · 317-843-1358
74
CYPRESS WEALTH SERVICES, LLC — grew from 10 to 14 advisory reps. IAPD ↗
$1.34B RAUM · 14 reps · (760) 834-7250
74
HEIRLOOM WEALTH MANAGEMENT LLC — grew from 11 to 17 advisory reps. IAPD ↗
$829.3M RAUM · 17 reps · 720-328-2877 · heirloomwm.com
74
VAN CLEMENS WEALTH MANAGEMENT, LLC — grew from 18 to 24 advisory reps. IAPD ↗
$470.4M RAUM · 24 reps · 612-758-9140 · vanclemens.com
74
SPARTAN WEALTH MANAGEMENT — grew from 15 to 19 advisory reps. IAPD ↗
$1.48B RAUM · 19 reps · 248-297-6600 · spartanwealth.com
73
AIS CAPITAL MANAGEMENT L.P. — reported RAUM up 96% ($183.2M -> $358.3M). IAPD ↗
$358.3M RAUM · 1 reps · 203-563-1180 · aisgroup.com
73
REVERE ASSET — reported RAUM up 88% ($216.8M -> $407.9M). IAPD ↗
$407.9M RAUM · 5 reps · 855-732-5932 · revereasset.com
73
TENCAP WEALTH COACHING — reported RAUM up 143% ($117.2M -> $285.0M). IAPD ↗
$285.0M RAUM · 7 reps · (801) 221-2956
73
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC — reported RAUM up 93% ($215.2M -> $415.5M). IAPD ↗
$415.5M RAUM · 3 reps · (310) 928-8192
73
NINEPOINTTWO CAPITAL LLC — reported RAUM up 88% ($167.1M -> $314.8M). IAPD ↗
$314.8M RAUM · 2 reps · 323-486-3600
73
ALIGN FINANCIAL, LLC — reported RAUM up 327% ($101.5M -> $433.7M). IAPD ↗
$433.7M RAUM · 5 reps · 218-336-2506 · align.financial
73
J.R. PRUNIER CAPITAL MANAGEMENT LLC — reported RAUM up 223% ($126.2M -> $407.0M). IAPD ↗
$407.0M RAUM · 2 reps · 508-756-8080 · jrprunier.com
73
MDRN CAPITAL — reported RAUM up 111% ($160.9M -> $338.6M). IAPD ↗
$338.6M RAUM · 22 reps · 410-533-9966
73
FRIDAY FINANCIAL — reported RAUM up 94% ($210.5M -> $409.3M). IAPD ↗
$409.3M RAUM · 6 reps · (563) 552-7526
73
MARKET INVESTMENT GROUP, LLC — reported RAUM up 230% ($126.1M -> $416.4M). IAPD ↗
$416.4M RAUM · 19 reps · 316-252-8707 · retirementhelp.com
73
CALIFORNIA FINANCIAL ADVISORS — grew from 11 to 14 advisory reps. IAPD ↗
$2.26B RAUM · 14 reps · 925.275.1000
73
NICHOLAS HOFFMAN & COMPANY, LLC — grew from 13 to 16 advisory reps. IAPD ↗
$8.26B RAUM · 16 reps · 404-815-5050 · nhoffmanandco.com
73
ACTIVEST WEALTH MANAGEMENT, LLC — grew from 9 to 12 advisory reps. IAPD ↗
$1.46B RAUM · 12 reps · 954-399-8121 · activestwm.com
73
ONE ADVISORY PARTNERS, LLC — grew from 4 to 9 advisory reps. IAPD ↗
$369.5M RAUM · 9 reps · 913-663-2376 · oneretirement.com
73
CHEVIOT VALUE MANAGEMENT, LLC — grew from 4 to 7 advisory reps. IAPD ↗
$1.17B RAUM · 7 reps · 310-451-8600
73
ONE DAY IN JULY LLC — grew from 10 to 13 advisory reps. IAPD ↗
$1.36B RAUM · 13 reps · (802) 503-8280
73
WEST MICHIGAN ADVISORS — grew from 11 to 16 advisory reps. IAPD ↗
$781.3M RAUM · 16 reps · (616) 820-1040
73
AXIUS ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$623.8M RAUM · 8 reps · 636-493-9600
73
DUCERE WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
$503.8M RAUM · 6 reps · 714-393-0959 · ducerewealth.com
73
PURSUIT WEALTH STRATEGIES, LLC — 's provisional registration is now fully approved. IAPD ↗
$457.5M RAUM · 4 reps · 919-847-7600 · pursuitwealthstrategies.com
73
SCHLEGEL DUNN LLC — 's provisional registration is now fully approved. IAPD ↗
$279.1M RAUM · 3 reps · (972) 327-3607 · schlegeldunn.com
73
FIVE CORNERS FINANCIAL SERVICES — 's provisional registration is now fully approved. IAPD ↗
$292.0M RAUM · 2 reps · 508-297-2033 · 5cornersfinancial.com
72
AARON WEALTH ADVISORS — reported RAUM up 64% ($2.61B -> $4.29B). IAPD ↗
$4.29B RAUM · 9 reps · 312-506-5780 · aaronwealth.com
72
SYNCHRONOUS WEALTH ADVISORS LLC — reported RAUM up 75% ($163.6M -> $286.1M). IAPD ↗
$286.1M RAUM · 4 reps · (805) 697-5430 · synchronouswealth.com
72
NORTHEAST INVESTMENT MANAGEMENT INC — grew from 9 to 11 advisory reps. IAPD ↗
$3.27B RAUM · 11 reps · 617-523-3588 · northeastinvest.com
72
SYMMETRY PARTNERS — grew from 3 to 5 advisory reps. IAPD ↗
$4.73B RAUM · 5 reps · 860-734-2000 · symmetrypartners.com
72
AZIMUT INVESTMENT ADVISORS LLC — grew from 8 to 10 advisory reps. IAPD ↗
$1.11B RAUM · 10 reps · 786 866 3700
72
ARISTA WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$1.03B RAUM · 8 reps · 702-309-9970
72
CHERRY CREEK FAMILY OFFICES — grew from 4 to 6 advisory reps. IAPD ↗
$2.02B RAUM · 6 reps · 303-862-9550 · ccfo.com
72
ALLIED INVESTMENT ADVISORS LLC — grew from 9 to 11 advisory reps. IAPD ↗
$1.49B RAUM · 11 reps · 406-839-2037 · alliedinvest.net
72
ACCUMULUS CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$1.74B RAUM · 7 reps · 212-490-7570 · accumuluscapital.com
72
NEW MILLENNIUM GROUP — grew from 8 to 12 advisory reps. IAPD ↗
$257.0M RAUM · 12 reps · 801-446-9950
72
HEARTWOOD WEALTH ADVISORS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
$1.55B RAUM · 10 reps · 804-269-8711 · heartwoodva.com
72
ALIGN FINANCIAL, LLC — grew from 1 to 5 advisory reps. IAPD ↗
$433.7M RAUM · 5 reps · 218-336-2506 · align.financial
72
STEVENS CAPITAL PARTNERS — grew from 6 to 10 advisory reps. IAPD ↗
$600.7M RAUM · 10 reps · 402-251-5800 · stevenscapitalpartners.com
72
ASTRA WEALTH MANAGEMENT GROUP — grew from 10 to 12 advisory reps. IAPD ↗
$1.57B RAUM · 12 reps · 972-327-8820
72
ADAPT WEALTH ADVISORS, LLC — grew from 6 to 10 advisory reps. IAPD ↗
$469.2M RAUM · 10 reps · 404-594-5559 · adaptwealthadvisors.com
71
TAYLOR SECURITIES SERVICES, INC. — reported RAUM up 65% ($152.9M -> $252.5M). IAPD ↗
$252.5M RAUM · 4 reps · 717-232-5808 · taylorretirementservices.com
71
DORADO WEALTH MANAGEMENT LLC — reported RAUM up 67% ($160.9M -> $268.8M). IAPD ↗
$268.8M RAUM · 2 reps · 516-695-6114
71
COVE PRIVATE WEALTH, LLC — reported RAUM up 69% ($269.9M -> $455.5M). IAPD ↗
$455.5M RAUM · 2 reps · 516-588-1123 · coveprivatewealth.com
71
COVENANT WEALTH ADVISORS — grew from 9 to 12 advisory reps. IAPD ↗
$909.6M RAUM · 12 reps · (804) 729-5265
71
SUMMIT INVESTMENT ADVISORY SERVICES — grew from 5 to 8 advisory reps. IAPD ↗
$745.8M RAUM · 8 reps · (651) 490-2939
71
CORRECT CAPITAL WEALTH MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
$889.3M RAUM · 8 reps · 314-930-4015
71
DISCIPLINE WEALTH SOLUTIONS, INC. — grew from 15 to 18 advisory reps. IAPD ↗
$746.7M RAUM · 18 reps · 864-322-6046 · lindedin.com
71
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. — grew from 4 to 7 advisory reps. IAPD ↗
$306.3M RAUM · 7 reps · 858-513-8445
71
PANORAMIC CAPITAL PARTNERS LLC — grew from 3 to 6 advisory reps. IAPD ↗
$392.7M RAUM · 6 reps · 503-937-7819
71
LIBERTY SQUARE WEALTH PARTNERS LLC — grew from 2 to 5 advisory reps. IAPD ↗
$567.8M RAUM · 5 reps · (610) 865-5803 · libertysquarewealth.com
70
G.W. SHERWOLD ASSOCIATES, INC. — crossed $500M in regulatory AUM ($455.4M -> $572.4M). IAPD ↗
$572.4M RAUM · 1 reps · 949-470-0700 · gwsherwold.com
70
SOWA FINANCIAL GROUP — crossed $500M in regulatory AUM ($419.7M -> $517.0M). IAPD ↗
$517.0M RAUM · 3 reps · 401-434-8090 · sowafinancial.com
70
SAYBROOK CAPITAL CORP — crossed $500M in regulatory AUM ($489.1M -> $502.7M). IAPD ↗
$502.7M RAUM · 2 reps · 6317255518 · saybrookcapital.com
70
AFFILIATED FINANCIAL ADVISORS INC — crossed $500M in regulatory AUM ($462.1M -> $541.5M). IAPD ↗
$541.5M RAUM · 4 reps · 414-476-4999 · affiliatedfa.com
70
REZNY WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($435.2M -> $506.0M). IAPD ↗
$506.0M RAUM · 2 reps · 800-618-8577 · reznywealth.com
70
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES — crossed $500M in regulatory AUM ($432.6M -> $510.9M). IAPD ↗
$510.9M RAUM · 2 reps · 626-397-9072 · robertbender.com
70
WALTER C. FLOWER & CO., INC — crossed $500M in regulatory AUM ($470.9M -> $591.3M). IAPD ↗
$591.3M RAUM · 2 reps · 504-561-0138
70
COMMON CENTS PLANNING — crossed $500M in regulatory AUM ($486.1M -> $542.4M). IAPD ↗
$542.4M RAUM · 4 reps · 610-361-0865
70
HELLER WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($445.9M -> $553.9M). IAPD ↗
$553.9M RAUM · 4 reps · 631-248-3600
70
THE LAM GROUP, INC. — crossed $500M in regulatory AUM ($388.3M -> $507.4M). IAPD ↗
$507.4M RAUM · 2 reps · 503-730-9345 · thelamgroup.com
70
COLTON GROOME FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($444.0M -> $724.9M). IAPD ↗
$724.9M RAUM · 12 reps · 828-252-1816 · coltongroome.com
70
DISCIPLINED EQUITY MANAGEMENT, INC. — crossed $500M in regulatory AUM ($389.7M -> $521.0M). IAPD ↗
$521.0M RAUM · 2 reps · (904) 222-0280 · demgt.com
70
POEHLING CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($489.3M -> $591.3M). IAPD ↗
$591.3M RAUM · 6 reps · (608) 664-9600
70
ONYX FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($426.8M -> $506.4M). IAPD ↗
$506.4M RAUM · 7 reps · 208-522-6400 · onyxfinancial.com
70
WEAVER CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($434.1M -> $537.8M). IAPD ↗
$537.8M RAUM · 3 reps · 678-341-1333
70
ALLODIUM INVESTMENT CONSULTANTS, LLC — crossed $500M in regulatory AUM ($416.6M -> $576.8M). IAPD ↗
$576.8M RAUM · 4 reps · 612-230-3700 · allodium.com
70
BURKETT FINANCIAL SERVICES, LLC — crossed $500M in regulatory AUM ($490.8M -> $572.6M). IAPD ↗
$572.6M RAUM · 5 reps · 803-980-3232
70
TRINITY CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($453.5M -> $556.8M). IAPD ↗
$556.8M RAUM · 4 reps · 805-963-0500 · trinitycm.com
70
DOUGHERTY WEALTH ADVISERS LLC — crossed $500M in regulatory AUM ($417.9M -> $505.4M). IAPD ↗
$505.4M RAUM · 3 reps · 612-376-4040
70
BIGELOW INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($476.2M -> $555.2M). IAPD ↗
$555.2M RAUM · 4 reps · 207-772-2900 · bigelowadvisors.com
70
GLOBAL VIEW INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($480.4M -> $553.8M). IAPD ↗
$553.8M RAUM · 4 reps · 864-272-0818
70
F&V CAPITAL MANAGEMENT, L.L.C. — crossed $500M in regulatory AUM ($472.1M -> $557.8M). IAPD ↗
$557.8M RAUM · 7 reps · 561-208-1081
70
HAVEN WEALTH GROUP — crossed $500M in regulatory AUM ($397.8M -> $514.8M). IAPD ↗
$514.8M RAUM · 8 reps · 713-980-8820
70
FINANCIAL HARVEST WEALTH ADVISORS — crossed $500M in regulatory AUM ($451.0M -> $557.4M). IAPD ↗
$557.4M RAUM · 5 reps · 407-937-0707
70
GUIDANCE POINT ADVISORS, LLC — crossed $500M in regulatory AUM ($492.4M -> $558.3M). IAPD ↗
$558.3M RAUM · 5 reps · 617-869-6653
70
&WEALTH PARTNERS — crossed $500M in regulatory AUM ($470.9M -> $508.2M). IAPD ↗
$508.2M RAUM · 3 reps · 410-844-3300
70
FLOREK FINANCIAL, LLC — crossed $500M in regulatory AUM ($432.0M -> $511.0M). IAPD ↗
$511.0M RAUM · 2 reps · 781-934-9400 · florekfinancial.com
70
MATTSON FINANCIAL SERVICES, LLC — crossed $500M in regulatory AUM ($387.0M -> $515.0M). IAPD ↗
$515.0M RAUM · 9 reps · 800-536-8907
70
MARBLE TRAIL ADVISORS — crossed $500M in regulatory AUM ($490.2M -> $582.7M). IAPD ↗
$582.7M RAUM · 6 reps · 802-388-6300 · marbletrail.com
70
ACT WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($460.9M -> $568.8M). IAPD ↗
$568.8M RAUM · 5 reps · 214-618-2022
70
PRENTICE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($467.2M -> $567.5M). IAPD ↗
$567.5M RAUM · 4 reps · 585-218-0001
70
OMEGA FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($480.2M -> $552.4M). IAPD ↗
$552.4M RAUM · 4 reps · 805-617-4363
70
MALTIN WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($425.5M -> $507.2M). IAPD ↗
$507.2M RAUM · 4 reps · 201-215-3855 · maltinwealth.com
70
QUANTITATIVE PROCESS, LLC — crossed $500M in regulatory AUM ($454.4M -> $502.1M). IAPD ↗
$502.1M RAUM · 3 reps · 888-253-3292 · quantpro.com
70
SANCHEZ WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($465.5M -> $571.2M). IAPD ↗
$571.2M RAUM · 3 reps · 904-281-9261 · sanchezwealth.com
70
ALLIANCE WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($424.2M -> $517.4M). IAPD ↗
$517.4M RAUM · 6 reps · (908) 751-7090 · alliancewmg.com
70
BUSKA WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($499.4M -> $528.8M). IAPD ↗
$528.8M RAUM · 8 reps · 715-355-4445 · buskabook.com
70
MIDWEST FINANCIAL GROUP LLC — crossed $500M in regulatory AUM ($477.8M -> $566.1M). IAPD ↗
$566.1M RAUM · 9 reps · 913-696-0041 · midwestfinancialkc.com
70
THE MAIN STREET GROUP — crossed $500M in regulatory AUM ($470.3M -> $515.3M). IAPD ↗
$515.3M RAUM · 8 reps · 804-270-4470 · themainstreetgroup.com
70
S.E.E.D. PLANNING GROUP, LLC — crossed $500M in regulatory AUM ($490.9M -> $568.0M). IAPD ↗
$568.0M RAUM · 18 reps · (607) 217-5091
70
BOSTONPREMIER WEALTH — crossed $500M in regulatory AUM ($351.1M -> $525.2M). IAPD ↗
$525.2M RAUM · 4 reps · (617) 934-1100
70
CAPITOL PRIVATE WEALTH GROUP LLC — crossed $500M in regulatory AUM ($450.7M -> $562.1M). IAPD ↗
$562.1M RAUM · 7 reps · (703) 226-0008 · capitolpwg.com
70
MILESTONE FINANCIAL PLANNING, LLC — crossed $500M in regulatory AUM ($486.7M -> $590.3M). IAPD ↗
$590.3M RAUM · 12 reps · 603-589-8010
70
ST. JAMES INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($46.5M -> $511.5M). IAPD ↗
$511.5M RAUM · 4 reps · (631) 979-6520 · stjamesia.com
70
BLUESPHERE ADVISORS LLC — crossed $500M in regulatory AUM ($445.1M -> $506.2M). IAPD ↗
$506.2M RAUM · 4 reps · (610) 277-1515
70
LIFEGUIDE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($455.6M -> $562.9M). IAPD ↗
$562.9M RAUM · 16 reps · (717) 796-1700
70
PREMIER WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($483.2M -> $694.9M). IAPD ↗
$694.9M RAUM · 6 reps · (858) 668-0776
70
FINANCIAL SERVICES OF AMERICA ADVISORS — crossed $500M in regulatory AUM ($396.2M -> $573.4M). IAPD ↗
$573.4M RAUM · 31 reps · (800) 977-9292 · fsa1.com
70
DYNAMIC FINANCIAL GROUP — crossed $500M in regulatory AUM ($474.5M -> $539.6M). IAPD ↗
$539.6M RAUM · 3 reps · 319-277-2727 · dynamicfinancial.net
70
PRIVATE WEALTH SOLUTIONS, LLC — crossed $500M in regulatory AUM ($403.3M -> $500.0M). IAPD ↗
$500.0M RAUM · 2 reps · 818-264-0600 · privatewealthsolutions.com
70
AUCTUS ADVISORS LLC — crossed $500M in regulatory AUM ($480.9M -> $612.9M). IAPD ↗
$612.9M RAUM · 2 reps · 704 533-9880
70
UNCOMMON CENTS INVESTING — crossed $500M in regulatory AUM ($417.4M -> $519.6M). IAPD ↗
$519.6M RAUM · 3 reps · 608-563-2437 · uncommoncentsinvesting.com
70
THE SUM — crossed $500M in regulatory AUM ($409.5M -> $551.4M). IAPD ↗
$551.4M RAUM · 7 reps · 281-940-4859 · thesumprep.com
70
PROSPERITY PLANNING — crossed $500M in regulatory AUM ($465.0M -> $543.2M). IAPD ↗
$543.2M RAUM · 10 reps · 816-587-7526
70
WEALTHSPRING CAPITAL LLC — crossed $500M in regulatory AUM ($454.9M -> $515.0M). IAPD ↗
$515.0M RAUM · 4 reps · 914-419-2207 · wealthspringcapital.com
70
ABEL HALL, LLC — crossed $500M in regulatory AUM ($400.1M -> $819.1M). IAPD ↗
$819.1M RAUM · 7 reps · 225-408-4000 · abelhall.com
70
DST WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($446.9M -> $532.1M). IAPD ↗
$532.1M RAUM · 5 reps · 760-340-1448
70
ALAETHES WEALTH, LLC — crossed $500M in regulatory AUM ($439.4M -> $509.9M). IAPD ↗
$509.9M RAUM · 3 reps · 858-735-9685 · alaethes.com
70
GETTINGS BUSCH WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($444.1M -> $541.5M). IAPD ↗
$541.5M RAUM · 8 reps · 765-742-7366
70
SERENITY INVESTMENT ADVISORS — crossed $500M in regulatory AUM ($376.0M -> $513.6M). IAPD ↗
$513.6M RAUM · 4 reps · 312-734-1415 · yelp.com
70
FCG INVESTMENT COMPANY — crossed $500M in regulatory AUM ($457.9M -> $568.2M). IAPD ↗
$568.2M RAUM · 10 reps · 901-309-2681 · fcgtn.com
70
JACKSONVILLE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($434.6M -> $533.5M). IAPD ↗
$533.5M RAUM · 4 reps · 904-923-7526 · jaxwealth.com
70
INTEGRATED QUANTITATIVE INVESTMENTS LLC — crossed $500M in regulatory AUM ($418.4M -> $844.8M). IAPD ↗
$844.8M RAUM · 5 reps · 617-686-2008 · integratedquant.com
70
VICKERMAN INVESTMENT ADVISORS, INC. — crossed $500M in regulatory AUM ($466.6M -> $632.3M). IAPD ↗
$632.3M RAUM · 5 reps · 509-325-7610 · vickermandriscoll.com
70
NOBLE FAMILY WEALTH — crossed $500M in regulatory AUM ($400.6M -> $527.5M). IAPD ↗
$527.5M RAUM · 5 reps · 727-674-1462 · noblefamilywealth.com
70
DISCIPLINE WEALTH SOLUTIONS, INC. — crossed $500M in regulatory AUM ($316.3M -> $746.7M). IAPD ↗
$746.7M RAUM · 18 reps · 864-322-6046 · lindedin.com
70
COMPASS FINANCIAL ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($443.8M -> $527.2M). IAPD ↗
$527.2M RAUM · 7 reps · (386) 673-5191
70
PINE HARBOR WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($444.8M -> $507.1M). IAPD ↗
$507.1M RAUM · 1 reps · 703-589-9100
70
STEVENS CAPITAL PARTNERS — crossed $500M in regulatory AUM ($432.3M -> $600.7M). IAPD ↗
$600.7M RAUM · 10 reps · 402-251-5800 · stevenscapitalpartners.com
70
HILLCREST FINANCIAL GROUP — crossed $500M in regulatory AUM ($470.8M -> $567.8M). IAPD ↗
$567.8M RAUM · 5 reps · (805) 373-8686
70
CACHE ADVISORS LLC — crossed $500M in regulatory AUM ($290.6M -> $962.1M). IAPD ↗
$962.1M RAUM · 5 reps · 2137881501
70
EVERPAR ADVISORS LLC — crossed $500M in regulatory AUM ($488.5M -> $587.8M). IAPD ↗
$587.8M RAUM · 9 reps · 918-221-9290 · everpar.com
70
FOGUTH WEALTH MANAGEMENT, LLC. — crossed $500M in regulatory AUM ($439.6M -> $825.1M). IAPD ↗
$825.1M RAUM · 32 reps · (810) 522-5650
70
CAPITAL A WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($412.3M -> $612.9M). IAPD ↗
$612.9M RAUM · 11 reps · 724-658-4211
70
VERIDAN WEALTH — crossed $500M in regulatory AUM ($304.6M -> $667.2M). IAPD ↗
$667.2M RAUM · 4 reps · 503-946-9733 · veridanwealth.com
70
MAY HILL CAPITAL, LLC — crossed $500M in regulatory AUM ($380.7M -> $548.6M). IAPD ↗
$548.6M RAUM · 3 reps · 781-454-6641 · mayhillwealth.com
70
LIBERTY SQUARE WEALTH PARTNERS LLC — crossed $500M in regulatory AUM ($476.0M -> $567.8M). IAPD ↗
$567.8M RAUM · 5 reps · (610) 865-5803 · libertysquarewealth.com
70
CURA WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($491.4M -> $527.7M). IAPD ↗
$527.7M RAUM · 2 reps · 312-320-0058 · curawealth.com
70
SELBY WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($494.6M -> $544.8M). IAPD ↗
$544.8M RAUM · 3 reps · 415-857-9670 · selbywealth.com
70
CENTRICA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($475.8M -> $627.4M). IAPD ↗
$627.4M RAUM · 2 reps · 305-686-7910 · centricafg.com
70
DUCERE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($329.8M -> $503.8M). IAPD ↗
$503.8M RAUM · 6 reps · 714-393-0959 · ducerewealth.com
70
SAPERSTON LEGACY ADVISORS, INC. — reported RAUM up 218% ($56.9M -> $180.8M). IAPD ↗
$180.8M RAUM · 4 reps · 716-649-9800 · saperston.com
70
HALBERT WEALTH MANAGEMENT, INC — reported RAUM up 190% ($72.8M -> $211.2M). IAPD ↗
$211.2M RAUM · 4 reps · 512-263-3800 · halbertwealth.com
70
FINANCIAL ELEMENTS, INC — reported RAUM up 89% ($102.1M -> $192.6M). IAPD ↗
$192.6M RAUM · 1 reps · 847-496-4179
70
CLEVERALPHA — reported RAUM up 89% ($15.0M -> $28.3M). IAPD ↗
$28.3M RAUM · 2 reps · 310-293-7837 · cleveralpha.com
70
LEGADO WEALTH MANAGEMENT LLC — reported RAUM up 101% ($25.4M -> $51.0M). IAPD ↗
$51.0M RAUM · 1 reps · 212-697-3420 · legadowealth.com
70
ST BERNARD ASSET MANAGEMENT, INC. — reported RAUM up 111% ($13.0M -> $27.4M). IAPD ↗
$27.4M RAUM · 1 reps · 479-967-1200 · stbernardam.com
70
DASTA INVESTMENTS LLC — reported RAUM up 493% ($13.8M -> $81.8M). IAPD ↗
$81.8M RAUM · 2 reps · 732-910-5781
70
SLP WEALTH — reported RAUM up 118% ($29.2M -> $63.7M). IAPD ↗
$63.7M RAUM · 16 reps · (910) 315-0973 · slpwealth.com
70
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT — reported RAUM up 63% ($173.4M -> $283.0M). IAPD ↗
$283.0M RAUM · 2 reps · 203-820-9107
70
CATALYST WEALTH MANAGEMENT LLC — reported RAUM up 120% ($47.7M -> $105.0M). IAPD ↗
$105.0M RAUM · 16 reps · 832-657-7735
70
LC VERO MANAGER — reported RAUM up 192% ($70.3M -> $205.6M). IAPD ↗
$205.6M RAUM · 3 reps · 917-657-5639 · verocapital.com
70
KERSHNER, GROSSO & CO. — grew from 4 to 6 advisory reps. IAPD ↗
$825.5M RAUM · 6 reps · 518-584-2600 · kershnergrosso.com
70
KAYDAN WEALTH MANAGEMENT, INC. — grew from 6 to 8 advisory reps. IAPD ↗
$726.5M RAUM · 8 reps · (810) 593-1624
70
OVERRIDGE WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
$368.2M RAUM · 9 reps · 817-738-1451
70
ATS WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
$383.6M RAUM · 4 reps · 858-643-5757 · atswealthmanagement.com
70
PERSPECTIVE WEALTH PARTNERS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$843.9M RAUM · 8 reps · 208-429-0960 · perspectivewealth.com
70
CMH WEALTH MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$813.4M RAUM · 7 reps · (603) 379-8161
70
BALLAST, INC. — grew from 6 to 8 advisory reps. IAPD ↗
$751.5M RAUM · 8 reps · 859-226-0625 · ballastplan.com
70
TILIA FIDUCIARY PARTNERS, INC. — grew from 4 to 6 advisory reps. IAPD ↗
$403.7M RAUM · 6 reps · 910-679-4093 · tiliapartners.com
70
WELLMENT FINANCIAL — grew from 9 to 11 advisory reps. IAPD ↗
$312.7M RAUM · 11 reps · 630-993-8200 · fsrwealth.com
70
INNOVA WEALTH PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$288.2M RAUM · 6 reps · (888) 270-1574 · myinnovawealth.com
70
BRIGHT WEALTH MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$265.0M RAUM · 7 reps · (972) 410-6623
70
JOHNSON & WHITE WEALTH MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
$484.6M RAUM · 7 reps · 717-430-0001
70
KEY CAPITAL MANAGEMENT, INC. — grew from 7 to 9 advisory reps. IAPD ↗
$393.0M RAUM · 9 reps · 615-826-5749
70
SUNPOINTE INVESTMENTS — grew from 9 to 11 advisory reps. IAPD ↗
$790.7M RAUM · 11 reps · (314) 880-0821 · sunpointeinvestments.com
70
HILLTOP WEALTH ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$635.5M RAUM · 9 reps · (919) 401-1500
70
CAPITOL PRIVATE WEALTH GROUP LLC — grew from 5 to 7 advisory reps. IAPD ↗
$562.1M RAUM · 7 reps · (703) 226-0008 · capitolpwg.com
70
DOMAIN MONEY ADVISORS, LLC — grew from 9 to 14 advisory reps. IAPD ↗
$0 RAUM · 14 reps · 646-970-6926
70
CARR FINANCIAL GROUP — grew from 5 to 7 advisory reps. IAPD ↗
$744.2M RAUM · 7 reps · (508) 795-0264 · carrfinancial.com
70
MOSLEY WEALTH MANAGEMENT, INC. — grew from 8 to 10 advisory reps. IAPD ↗
$279.5M RAUM · 10 reps · (714) 421-4288
70
ATLAS FIDUCIARY SERVICES, INC. — grew from 2 to 4 advisory reps. IAPD ↗
$269.3M RAUM · 4 reps · 603-581-7125 · afgplanning.com
70
PETROS FAMILY WEALTH, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$341.6M RAUM · 8 reps · (612) 643-9995 · petrosfw.com
70
NECTARINE — grew from 23 to 28 advisory reps. IAPD ↗
$0 RAUM · 28 reps · (858) 779-0115
70
CAPITAL A WEALTH MANAGEMENT — grew from 9 to 11 advisory reps. IAPD ↗
$612.9M RAUM · 11 reps · 724-658-4211
70
MKT AND ASSOCIATES LLC — grew from 1 to 3 advisory reps. IAPD ↗
$378.7M RAUM · 3 reps · 253-252-2359 · mktandassociates.com
70
ROXBURY FINANCIAL — 's provisional registration is now fully approved. IAPD ↗
$180.5M RAUM · 2 reps · 973-928-7181 · roxburyfinancial.com
70
ANCHORED FINANCIAL PLANNING LLC — 's provisional registration is now fully approved. IAPD ↗
$182.9M RAUM · 2 reps · (856) 202-7250 · anchoredfinancialplanning.com
70
TALKABOUTHEALTH DBA ADVIZMO — 's provisional registration is now fully approved. IAPD ↗
$1,000 RAUM · 1 reps · 917-710-1927
70
CAGR FINANCE LLC — 's provisional registration is now fully approved. IAPD ↗
$31,840 RAUM · 1 reps · 202-455-6725 · cagr.finance
70
RIGHTOAK ASSET MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$105.6M RAUM · 6 reps · 517-306-4884 · rightoakassetmanagement.com
70
KRAKEN ADVISER LLC — 's provisional registration is now fully approved. IAPD ↗
$400 RAUM · 5 reps · 888-837-8818
70
ALTURA WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$234.9M RAUM · 3 reps · (757) 834-7606 · alturawealth.com
70
HARVEST - FAITH-BASED INVESTING — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 1 reps · (872) 242-4689 · harvest-app.co
70
HUMILIS INVESTMENT STRATEGIES, LLC — 's provisional registration is now fully approved. IAPD ↗
$117.0M RAUM · 4 reps · 612-804-2308 · humilisinv.com
70
DANIEL INVESTMENT GROUP INC. — 's provisional registration is now fully approved. IAPD ↗
$210.1M RAUM · 3 reps · 248-544-4122 · danielinvestment.com
69
REAVES ASSET MANAGEMENT — reported RAUM up 45% ($4.09B -> $5.94B). IAPD ↗
$5.94B RAUM · 7 reps · 201-332-4596 · reavesassetmanagement.com
69
KERSHNER, GROSSO & CO. — reported RAUM up 57% ($524.7M -> $825.5M). IAPD ↗
$825.5M RAUM · 6 reps · 518-584-2600 · kershnergrosso.com
69
DESERT ROSE CAPITAL MANAGEMENT, INC. — reported RAUM up 71% ($112.7M -> $192.1M). IAPD ↗
$192.1M RAUM · 10 reps · 208 297-2710 · desertrosecapital.com
69
CWM, LLC — reported RAUM up 50% ($33.78B -> $50.58B). IAPD ↗
$50.58B RAUM · 472 reps · 402-330-0808
69
ALPHACORE CAPITAL LLC — reported RAUM up 49% ($6.06B -> $9.03B). IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
69
STRATEGIC WEALTH GROUP — reported RAUM up 49% ($1.03B -> $1.54B). IAPD ↗
$1.54B RAUM · 24 reps · 952-843-4944
69
GAMMA ASSET MANAGEMENT LLC — reported RAUM up 58% ($269.2M -> $424.8M). IAPD ↗
$424.8M RAUM · 8 reps · 787-957-3260 · gammaam.com
69
BROWNLEE WEALTH MANAGEMENT — reported RAUM up 57% ($295.8M -> $465.3M). IAPD ↗
$465.3M RAUM · 5 reps · 281-377-3170
69
WEDMONT PRIVATE CAPITAL — reported RAUM up 45% ($2.37B -> $3.44B). IAPD ↗
$3.44B RAUM · 11 reps · (610) 885-8200 · wedmont.com
69
LFG WEALTH PARTNERS, LLC — reported RAUM up 70% ($112.0M -> $190.7M). IAPD ↗
$190.7M RAUM · 7 reps · 877-573-2043
69
LEGACY PLANNING ADVISORS, LLC — grew from 4 to 8 advisory reps. IAPD ↗
$234.0M RAUM · 8 reps · 770-919-2075
69
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — grew from 10 to 14 advisory reps. IAPD ↗
$227.6M RAUM · 14 reps · (949) 261-7726
69
ARX PRIVATE WEALTH — grew from 1 to 5 advisory reps. IAPD ↗
$113.6M RAUM · 5 reps · 717-219-8226 · arxprivatewealth.com
68
OVERRIDGE WEALTH ADVISORS — reported RAUM up 55% ($238.2M -> $368.2M). IAPD ↗
$368.2M RAUM · 9 reps · 817-738-1451
68
ACTIVEST WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($1.02B -> $1.46B). IAPD ↗
$1.46B RAUM · 12 reps · 954-399-8121 · activestwm.com
68
ONE ADVISORY PARTNERS, LLC — reported RAUM up 52% ($243.3M -> $369.5M). IAPD ↗
$369.5M RAUM · 9 reps · 913-663-2376 · oneretirement.com
68
LESTER FINANCIAL GROUP, LLC — reported RAUM up 51% ($264.1M -> $398.6M). IAPD ↗
$398.6M RAUM · 4 reps · 217-356-6533 · lesterfinancialgroup.com
68
MOSLEY WEALTH MANAGEMENT, INC. — reported RAUM up 51% ($185.1M -> $279.5M). IAPD ↗
$279.5M RAUM · 10 reps · (714) 421-4288
68
MATRIARCH WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($176.1M -> $267.3M). IAPD ↗
$267.3M RAUM · 2 reps · (973)979-7609
68
STEINBERGANNA WEALTH MANAGEMENT LLC — reported RAUM up 55% ($320.9M -> $496.4M). IAPD ↗
$496.4M RAUM · 2 reps · 631-271-6160 · steinberganna.com
67
MASLOW WEALTH ADVISORS — reported RAUM up 38% ($2.07B -> $2.84B). IAPD ↗
$2.84B RAUM · 16 reps · 512-610-6930
67
INTREPID CAPITAL MANAGEMENT INC — reported RAUM up 37% ($1.19B -> $1.62B). IAPD ↗
$1.62B RAUM · 9 reps · 904-246-3433
67
PIONEER WEALTH MANAGEMENT GROUP — reported RAUM up 46% ($273.7M -> $399.2M). IAPD ↗
$399.2M RAUM · 9 reps · 512-334-6800
67
PURE FINANCIAL ADVISORS, LLC — reported RAUM up 38% ($8.02B -> $11.05B). IAPD ↗
$11.05B RAUM · 76 reps · 866-876-7873
67
RSD ADVISORS — reported RAUM up 62% ($48.3M -> $78.1M). IAPD ↗
$78.1M RAUM · 1 reps · 347-689-2237 · rsdadvisors.net
67
KIKER WEALTH MANAGEMENT, LLC — reported RAUM up 47% ($268.6M -> $395.1M). IAPD ↗
$395.1M RAUM · 4 reps · 706-253-7285 · kikerwealth.com
67
COIGN CAPITAL ADVISORS LLC — reported RAUM up 47% ($321.0M -> $472.9M). IAPD ↗
$472.9M RAUM · 6 reps · 801-676-4570 · coigncapital.com
67
CLIENT FIRST INVESTMENT MANAGEMENT LLC — reported RAUM up 47% ($184.4M -> $271.9M). IAPD ↗
$271.9M RAUM · 6 reps · 262-335-1700
67
ELEMENTAL CAPITAL PARTNERS LLC — reported RAUM up 65% ($117.2M -> $193.1M). IAPD ↗
$193.1M RAUM · 1 reps · 415-320-6647
67
FEFA FINANCIAL — reported RAUM up 48% ($294.8M -> $435.3M). IAPD ↗
$435.3M RAUM · 24 reps · (314) 530-0500
67
COVINGTONALSINA — reported RAUM up 49% ($189.3M -> $282.9M). IAPD ↗
$282.9M RAUM · 5 reps · (904) 449-7326
67
CAPITAL SQUARED FINANCIAL LLC — reported RAUM up 63% ($122.1M -> $198.7M). IAPD ↗
$198.7M RAUM · 2 reps · 240-600-1678 · csqfinancial.com
67
CARROLL ADVISORY GROUP — reported RAUM up 50% ($227.6M -> $341.1M). IAPD ↗
$341.1M RAUM · 4 reps · 903-793-4014 · carrolladvisory.com
67
HUFFMAN & ROSS WEALTH MANAGEMENT LLC — reported RAUM up 63% ($129.2M -> $210.0M). IAPD ↗
$210.0M RAUM · 2 reps · 304-241-4478 · huffmanross.com
67
HALBERT WEALTH MANAGEMENT, INC — grew from 2 to 4 advisory reps. IAPD ↗
$211.2M RAUM · 4 reps · 512-263-3800 · halbertwealth.com
67
PALLER FINANCIAL SERVICES, INC. — grew from 2 to 4 advisory reps. IAPD ↗
$147.9M RAUM · 4 reps · 303-858-0045
67
WALLICK INVESTMENTS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$126.5M RAUM · 3 reps · 803-699-9400
67
HIPPOCRATIC FINANCIAL ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
$229.0M RAUM · 5 reps · 866-447-2380 · hippocratic.com
67
ACUTE INVESTMENT ADVISORY — grew from 2 to 4 advisory reps. IAPD ↗
$238.4M RAUM · 4 reps · 480-620-6907
67
SEEDSAFE FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
$125.2M RAUM · 4 reps · 360-602-1274 · seedsafefinancial.com
67
SMITH & WYATT — grew from 6 to 8 advisory reps. IAPD ↗
$207.5M RAUM · 8 reps · 979-431-5440
67
SIMPLIFIED WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
$225.5M RAUM · 7 reps · 601-336-4265 · myswm.com
67
BIG SIOUX WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
$235.2M RAUM · 5 reps · 605-882-4280 · bigsiouxwealth.com
67
PULLEN INVESTMENT MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
$221.0M RAUM · 4 reps · 941-361-2195
67
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$187.3M RAUM · 5 reps · 208-552-9169
67
AVISE FINANCIAL — grew from 4 to 6 advisory reps. IAPD ↗
$169.4M RAUM · 6 reps · 310-807-5778
67
BINGHAM PRIVATE WEALTH, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$232.4M RAUM · 3 reps · 415-426-5652 · binghamprivate.com
67
MARTINSEN WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
$143.2M RAUM · 7 reps · 480-550-6556 · 5wbook.com
67
PRESTIGE WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
$148.4M RAUM · 5 reps · 8176378121
66
PATHWAYS ADVISORY GROUP, INC. — reported RAUM up 41% ($275.7M -> $388.5M). IAPD ↗
$388.5M RAUM · 4 reps · 559-431-4700 · pathwaysadvisorygroup.com
66
COMMERCE ADVISORS, LLC — reported RAUM up 43% ($236.6M -> $337.9M). IAPD ↗
$337.9M RAUM · 4 reps · 901-260-6050 · commerceholdingsllc.com
66
ALLIED INVESTMENT ADVISORS LLC — reported RAUM up 31% ($1.13B -> $1.49B). IAPD ↗
$1.49B RAUM · 11 reps · 406-839-2037 · alliedinvest.net
66
RMR WEALTH BUILDERS, INC. — reported RAUM up 31% ($2.20B -> $2.89B). IAPD ↗
$2.89B RAUM · 49 reps · (201) 836-2460
66
EXCEED ADVISORY LLC — reported RAUM up 55% ($76.7M -> $119.2M). IAPD ↗
$119.2M RAUM · 2 reps · 646-580-7046 · exceedinvestments.com
66
B.O.S.S. RETIREMENT ADVISORS, LLC — reported RAUM up 30% ($1.06B -> $1.38B). IAPD ↗
$1.38B RAUM · 49 reps · 801-990-5055
66
JOHNSON BRUNETTI — reported RAUM up 32% ($2.11B -> $2.78B). IAPD ↗
$2.78B RAUM · 36 reps · 860-372-4800
66
FALCON WEALTH PLANNING, INC. — reported RAUM up 34% ($1.16B -> $1.55B). IAPD ↗
$1.55B RAUM · 23 reps · 855-963-2526
66
SUNPOINTE INVESTMENTS — reported RAUM up 41% ($559.2M -> $790.7M). IAPD ↗
$790.7M RAUM · 11 reps · (314) 880-0821 · sunpointeinvestments.com
66
THE FIDUCIARY ALLIANCE — reported RAUM up 31% ($1.92B -> $2.53B). IAPD ↗
$2.53B RAUM · 45 reps · 864-385-7999
66
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC — reported RAUM up 55% ($110.6M -> $171.6M). IAPD ↗
$171.6M RAUM · 3 reps · (402) 884-1320 · en-ws.com
66
VAN CLEMENS WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($327.2M -> $470.4M). IAPD ↗
$470.4M RAUM · 24 reps · 612-758-9140 · vanclemens.com
66
OATH PLANNING, LLC — reported RAUM up 42% ($200.6M -> $284.7M). IAPD ↗
$284.7M RAUM · 6 reps · 888-534-4330
66
CIMARRON WEALTH MANAGEMENT, INC. — reported RAUM up 42% ($230.5M -> $327.3M). IAPD ↗
$327.3M RAUM · 6 reps · 970-249-9882
66
PALLAS CAPITAL ADVISORS, LLC — reported RAUM up 35% ($3.20B -> $4.31B). IAPD ↗
$4.31B RAUM · 23 reps · (781) 971-5052 · pallascapitaladvisors.com
66
ONE + ONE WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($270.9M -> $383.0M). IAPD ↗
$383.0M RAUM · 5 reps · 561-972-4913 · oneplusonewealth.com
66
BULMAN WEALTH GROUP — reported RAUM up 41% ($200.6M -> $283.0M). IAPD ↗
$283.0M RAUM · 7 reps · 916-458-8199 · bulmanwealth.com
66
LUMINVEST WEALTH MANAGEMENT LLC — reported RAUM up 41% ($281.7M -> $398.0M). IAPD ↗
$398.0M RAUM · 2 reps · 480-300-0062
66
TRIBRIDGE PARTNERS FINANCIAL LLC — reported RAUM up 33% ($1.20B -> $1.60B). IAPD ↗
$1.60B RAUM · 8 reps · 240-422-8799 · tribridgepartnersfinancial.com
66
COBBLESTONE ASSET MANAGEMENT — reported RAUM up 43% ($180.8M -> $258.9M). IAPD ↗
$258.9M RAUM · 2 reps · 804-272-8272
66
PLAN TO PROSPER WEALTH MANAGEMENT — reported RAUM up 57% ($149.1M -> $234.3M). IAPD ↗
$234.3M RAUM · 2 reps · 386-271-2127 · myplantoprosper.com
66
ADAPT WEALTH ADVISORS, LLC — reported RAUM up 43% ($327.8M -> $469.2M). IAPD ↗
$469.2M RAUM · 10 reps · 404-594-5559 · adaptwealthadvisors.com
65
FISHER INVESTMENTS — reported RAUM up 29% ($298.73B -> $386.67B). IAPD ↗
$386.67B RAUM · 1948 reps · 800-851-8845 · fishercareers.com
65
HBE WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($201.2M -> $277.4M). IAPD ↗
$277.4M RAUM · 5 reps · 402-423-4343
65
ARAX ADVISORY PARTNERS — reported RAUM up 26% ($8.96B -> $11.30B). IAPD ↗
$11.30B RAUM · 55 reps · 303-633-5900 · kleinhenzwealth.com
65
ALPHAQ ADVISORS — reported RAUM up 52% ($59.5M -> $90.6M). IAPD ↗
$90.6M RAUM · 2 reps · 407-982-4550
65
STRAIGHT PATH WEALTH MANAGEMENT — reported RAUM up 36% ($348.0M -> $472.5M). IAPD ↗
$472.5M RAUM · 10 reps · 616-288-3670 · straightpathwealth.com
65
VISIONARY HORIZONS, LLC — reported RAUM up 36% ($291.4M -> $396.7M). IAPD ↗
$396.7M RAUM · 12 reps · 865-675-8496
65
COVENANT WEALTH ADVISORS — reported RAUM up 39% ($653.0M -> $909.6M). IAPD ↗
$909.6M RAUM · 12 reps · (804) 729-5265
65
ACCUMULUS CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.34B -> $1.74B). IAPD ↗
$1.74B RAUM · 7 reps · 212-490-7570 · accumuluscapital.com
65
GREENLINE PARTNERS — reported RAUM up 27% ($1.10B -> $1.41B). IAPD ↗
$1.41B RAUM · 3 reps · 646-470-8714 · glinepartners.com
65
ROYAL OAK FINANCIAL GROUP — reported RAUM up 39% ($263.0M -> $366.0M). IAPD ↗
$366.0M RAUM · 0 reps · 614-842-6090 · royaloakfinancialgroup.com
65
YFP WEALTH — reported RAUM up 50% ($35.4M -> $53.2M). IAPD ↗
$53.2M RAUM · 4 reps · 614-618-5901
65
MARTIN WEALTH SOLUTIONS — reported RAUM up 36% ($276.6M -> $377.1M). IAPD ↗
$377.1M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
65
LEXAURUM ADVISORS — reported RAUM up 26% ($1.01B -> $1.27B). IAPD ↗
$1.27B RAUM · 31 reps · 913-261-9316
65
ONE DAY IN JULY LLC — reported RAUM up 25% ($1.09B -> $1.36B). IAPD ↗
$1.36B RAUM · 13 reps · (802) 503-8280
65
HIGHLINE WEALTH PARTNERS — reported RAUM up 36% ($665.6M -> $907.9M). IAPD ↗
$907.9M RAUM · 15 reps · 818-340-0157
65
180 WEALTH ADVISORS, LLC — reported RAUM up 29% ($1.06B -> $1.36B). IAPD ↗
$1.36B RAUM · 6 reps · (253) 394-0720 · 180wealthadvisors.com
65
CLASS VI FAMILY OFFICE, LLC — reported RAUM up 26% ($1.19B -> $1.50B). IAPD ↗
$1.50B RAUM · 8 reps · 303-243-5619 · classvipartners.com
65
AUTUMN GLORY PARTNERS, LLC — reported RAUM up 35% ($552.9M -> $747.6M). IAPD ↗
$747.6M RAUM · 1 reps · 214-378-1212 · autumnglorypartners.com
65
HEIRLOOM WEALTH MANAGEMENT LLC — reported RAUM up 35% ($614.1M -> $829.3M). IAPD ↗
$829.3M RAUM · 17 reps · 720-328-2877 · heirloomwm.com
65
MAIA WEALTH — reported RAUM up 38% ($704.3M -> $973.0M). IAPD ↗
$973.0M RAUM · 36 reps · (720) 644-8803 · ifatoday.com
65
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC — reported RAUM up 51% ($100.0M -> $151.0M). IAPD ↗
$151.0M RAUM · 3 reps · 479-273-5333
65
PASADENA PRIVATE WEALTH, LLC — reported RAUM up 28% ($1.27B -> $1.62B). IAPD ↗
$1.62B RAUM · 8 reps · 626-993-9300 · pasadenaprivatewealth.com
65
BUTTONWOOD WEALTH — reported RAUM up 39% ($306.9M -> $425.3M). IAPD ↗
$425.3M RAUM · 6 reps · 540-662-5233
65
NORTHBRIDGE FINANCIAL GROUP, LLC — reported RAUM up 35% ($305.6M -> $413.1M). IAPD ↗
$413.1M RAUM · 7 reps · (813) 877-8000
65
HENRY BRAGG & CO. — reported RAUM up 37% ($342.2M -> $468.7M). IAPD ↗
$468.7M RAUM · 2 reps · 713-393-9444
65
WATERSHED PRIVATE WEALTH — reported RAUM up 37% ($302.0M -> $413.7M). IAPD ↗
$413.7M RAUM · 3 reps · 630-478-0195 · watershedprivatewealth.com
65
DAYMARK WEALTH PARTNERS, LLC — reported RAUM up 28% ($3.94B -> $5.04B). IAPD ↗
$5.04B RAUM · 21 reps · 513-838-2520 · music.amazon.com
65
MKT AND ASSOCIATES LLC — reported RAUM up 37% ($275.5M -> $378.7M). IAPD ↗
$378.7M RAUM · 3 reps · 253-252-2359 · mktandassociates.com
65
MINDSET WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($323.4M -> $445.5M). IAPD ↗
$445.5M RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
65
RAINIER FAMILY WEALTH, INC. — reported RAUM up 39% ($237.7M -> $331.5M). IAPD ↗
$331.5M RAUM · 3 reps · 253-448-2107
65
WALLEYE PARTNERS LLC — reported RAUM up 38% ($201.1M -> $276.7M). IAPD ↗
$276.7M RAUM · 3 reps · (608) 332-8434 · walleyepartners.com
64
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM — reported RAUM up 32% ($226.5M -> $300.0M). IAPD ↗
$300.0M RAUM · 6 reps · 509-747-9144 · alliantsecurities.com
64
INTEGRATED FINANCIAL SOLUTIONS, INC. — reported RAUM up 34% ($226.6M -> $303.3M). IAPD ↗
$303.3M RAUM · 1 reps · 703-295-9200 · ifnadvisors.com
64
ACCORDANT ADVISORY GROUP, INC. — reported RAUM up 33% ($208.4M -> $278.0M). IAPD ↗
$278.0M RAUM · 2 reps · 410-348-1499 · planaccordingly.com
64
PURKISS CAPITAL ADVISORS, LLC — reported RAUM up 33% ($633.0M -> $842.2M). IAPD ↗
$842.2M RAUM · 4 reps · (203) 431-5862 · pcapadvisors.com
64
FORTE ASSET MANAGEMENT, LLC — reported RAUM up 32% ($239.3M -> $315.2M). IAPD ↗
$315.2M RAUM · 1 reps · 917-868-9104 · forteassets.com
64
ATS WEALTH MANAGEMENT — reported RAUM up 31% ($292.3M -> $383.6M). IAPD ↗
$383.6M RAUM · 4 reps · 858-643-5757 · atswealthmanagement.com
64
GRIFFITHS, DREHER & EVANS, P.S., CPAS — reported RAUM up 34% ($232.2M -> $311.4M). IAPD ↗
$311.4M RAUM · 10 reps · 509-326-4054 · jointhetwopercent.com
64
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT — reported RAUM up 32% ($217.9M -> $287.0M). IAPD ↗
$287.0M RAUM · 14 reps · 317-350-4255 · bedrockcpas.com
64
NATURAL BRIDGES FINANCIAL ADVISORS — reported RAUM up 47% ($106.3M -> $155.8M). IAPD ↗
$155.8M RAUM · 3 reps · 831-421-0700
64
PRAIRIEWOOD WEALTH MANAGEMENT — reported RAUM up 33% ($274.0M -> $365.4M). IAPD ↗
$365.4M RAUM · 4 reps · 701-234-0521
64
MACROVIEW INVESTMENT MANAGEMENT LLC — reported RAUM up 30% ($296.9M -> $387.1M). IAPD ↗
$387.1M RAUM · 4 reps · 301-907-6794 · macroviewim.com
64
WELLMENT FINANCIAL — reported RAUM up 32% ($237.1M -> $312.7M). IAPD ↗
$312.7M RAUM · 11 reps · 630-993-8200 · fsrwealth.com
64
OCTAVIA INVESTMENTS LLC — reported RAUM up 31% ($248.9M -> $327.0M). IAPD ↗
$327.0M RAUM · 1 reps · 775-241-8140 · octaviainvestments.com
64
UPSTART WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($294.0M -> $385.9M). IAPD ↗
$385.9M RAUM · 4 reps · (415) 549-0646 · upstartwealth.com
64
KEY CAPITAL MANAGEMENT, INC. — reported RAUM up 34% ($293.0M -> $393.0M). IAPD ↗
$393.0M RAUM · 9 reps · 615-826-5749
64
MIRAMONTES CAPITAL, LLC — reported RAUM up 34% ($296.3M -> $396.9M). IAPD ↗
$396.9M RAUM · 8 reps · 1-800-460-1595 · miramontescapital.com
64
INTEGRITY WEALTH SOLUTIONS LLC — reported RAUM up 33% ($276.6M -> $369.0M). IAPD ↗
$369.0M RAUM · 2 reps · 3037165777
64
CLEAR CREEK ADVISORS — reported RAUM up 32% ($548.3M -> $722.5M). IAPD ↗
$722.5M RAUM · 9 reps · (720) 642-8348
64
BIG INVESTMENT SERVICES — reported RAUM up 31% ($283.0M -> $369.3M). IAPD ↗
$369.3M RAUM · 4 reps · 302-734-7526
64
GRANT PRIVATE WEALTH MANAGEMENT — reported RAUM up 47% ($133.9M -> $196.3M). IAPD ↗
$196.3M RAUM · 5 reps · 925-378-5000
64
GK WEALTH MANAGEMENT LLC — reported RAUM up 35% ($192.2M -> $258.8M). IAPD ↗
$258.8M RAUM · 5 reps · 775-354-6622 · gkwealthmanagement.com
64
RIVERSEDGE ADVISORS — reported RAUM up 31% ($708.4M -> $928.4M). IAPD ↗
$928.4M RAUM · 9 reps · 302-573-6864
64
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($194.4M -> $254.6M). IAPD ↗
$254.6M RAUM · 1 reps · 972-833-2684
64
TOBERMAN BECKER WEALTH, LLC — reported RAUM up 48% ($115.1M -> $170.8M). IAPD ↗
$170.8M RAUM · 3 reps · (314) 900-1404
64
PHIL A. YOUNKER & ASSOCIATES, LTD. — reported RAUM up 46% ($138.5M -> $202.2M). IAPD ↗
$202.2M RAUM · 2 reps · 907-452-4250 · pyounker.com
64
WINCAP FINANCIAL LLC — reported RAUM up 46% ($153.3M -> $223.1M). IAPD ↗
$223.1M RAUM · 6 reps · (617) 590-3250 · wincapfinancial.com
64
OXENFREE FINANCIAL — reported RAUM up 48% ($168.4M -> $249.8M). IAPD ↗
$249.8M RAUM · 8 reps · 321-722-7882
64
LIFEGOAL INVESTMENTS, LLC — reported RAUM up 31% ($271.0M -> $356.0M). IAPD ↗
$356.0M RAUM · 5 reps · 607-434-0742
64
STONEPATH WEALTH MANAGEMENT — reported RAUM up 33% ($225.8M -> $299.5M). IAPD ↗
$299.5M RAUM · 9 reps · (231) 668-6999
64
BEACON CAPITAL ADVISORY GROUP — reported RAUM up 47% ($151.7M -> $223.5M). IAPD ↗
$223.5M RAUM · 2 reps · 877-801-2322
64
HORIZON WEALTH — reported RAUM up 46% ($101.1M -> $147.2M). IAPD ↗
$147.2M RAUM · 4 reps · 303-777-7124 · myhorizonwealth.com
63
BANYAN CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($220.3M -> $281.7M). IAPD ↗
$281.7M RAUM · 2 reps · 770-951-2129
63
DEMARS FINANCIAL GROUP LLC — reported RAUM up 28% ($291.3M -> $374.0M). IAPD ↗
$374.0M RAUM · 3 reps · 509-536-9556 · demarsfinancial.com
63
CARMEL CAPITAL MANAGEMENT L.L.C. — reported RAUM up 26% ($310.7M -> $392.0M). IAPD ↗
$392.0M RAUM · 6 reps · 831-625-1375 · carmelcapital.com
63
WHITCOMB & HESS, INC. — reported RAUM up 29% ($381.4M -> $490.7M). IAPD ↗
$490.7M RAUM · 8 reps · 419-289-7007
63
INVESTMENT PARTNERS ASSET MANAGEMENT — reported RAUM up 26% ($263.8M -> $333.4M). IAPD ↗
$333.4M RAUM · 6 reps · 732-205-0391 · investmentpartners.com
63
WMS ADVISORS, LLC — reported RAUM up 27% ($221.4M -> $280.9M). IAPD ↗
$280.9M RAUM · 5 reps · 301-294-7804
63
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST — reported RAUM up 42% ($122.1M -> $172.8M). IAPD ↗
$172.8M RAUM · 6 reps · 586-226-2100 · summitgivesback.com
63
LEGACY INVESTMENT PARTNERS, LLC — reported RAUM up 27% ($317.2M -> $403.1M). IAPD ↗
$403.1M RAUM · 3 reps · 913-696-1550 · legacyip.com
63
NESTEGGS, INC. — reported RAUM up 26% ($724.7M -> $911.3M). IAPD ↗
$911.3M RAUM · 9 reps · 904-348-3131 · nesteggs401k.com
63
GUNDERSON CAPITAL MANAGEMENT — reported RAUM up 26% ($315.3M -> $395.8M). IAPD ↗
$395.8M RAUM · 2 reps · 760-846-2046 · pwstreet.podbean.com
63
BROAD REACH CAPITAL LLC — reported RAUM up 43% ($126.0M -> $180.5M). IAPD ↗
$180.5M RAUM · 2 reps · 919-309-9325 · broadreachpartnersllc.com
63
FREEDOM ADVISORY — reported RAUM up 26% ($697.8M -> $880.6M). IAPD ↗
$880.6M RAUM · 6 reps · 787-792-3000
63
SOLITUDE FINANCIAL SERVICES, INC. — reported RAUM up 28% ($284.0M -> $363.5M). IAPD ↗
$363.5M RAUM · 6 reps · (434) 218-2201 · solitudefinancial.com
63
BLUEPRINT INVESTING LLC — reported RAUM up 26% ($346.6M -> $436.3M). IAPD ↗
$436.3M RAUM · 2 reps · 415-963-9815 · blueprintinvest.com
63
MY PORTFOLIO GUIDE, LLC — reported RAUM up 41% ($142.5M -> $201.0M). IAPD ↗
$201.0M RAUM · 2 reps · (562)799-5595 · pinterest.com
63
TORTUGA WEALTH MANAGEMENT — reported RAUM up 43% ($156.0M -> $222.9M). IAPD ↗
$222.9M RAUM · 4 reps · 310-935-0275 · tortugawealth.com
63
FISCHER INVESTMENT STRATEGIES, LLC — reported RAUM up 26% ($200.4M -> $251.9M). IAPD ↗
$251.9M RAUM · 5 reps · 805-418-7686 · fischerinvestmentstrategies.com
63
CASCADE WEALTH ADVISORS, INC — reported RAUM up 40% ($162.5M -> $228.1M). IAPD ↗
$228.1M RAUM · 3 reps · 509-886-8866 · cascade-wealth.com
63
ASPEN WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($509.6M -> $657.8M). IAPD ↗
$657.8M RAUM · 6 reps · 817-546-6353 · aspenwealthmgmt.com
63
LYNCH ASSET MANAGEMENT, INC. — reported RAUM up 27% ($260.1M -> $330.6M). IAPD ↗
$330.6M RAUM · 2 reps · 215-801-1550 · lynchassetmanagement.com
63
SIGNIFY WEALTH LLC — reported RAUM up 28% ($283.7M -> $364.5M). IAPD ↗
$364.5M RAUM · 4 reps · 314-222-0295
63
GUIDANCE POINT RETIREMENT SERVICES, LLC — reported RAUM up 40% ($62.9M -> $88.2M). IAPD ↗
$88.2M RAUM · 6 reps · 207-358-3099
63
CORNERSTONE WEALTH PLANNING — reported RAUM up 29% ($377.2M -> $485.9M). IAPD ↗
$485.9M RAUM · 9 reps · 704-849-0123 · rpblueprint.com
63
INNOVA WEALTH PARTNERS, LLC — reported RAUM up 26% ($228.2M -> $288.2M). IAPD ↗
$288.2M RAUM · 6 reps · (888) 270-1574 · myinnovawealth.com
63
HENDERSHOTT WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($235.6M -> $305.8M). IAPD ↗
$305.8M RAUM · 6 reps · 877-743-6500 · hendershottwealth.com
63
RFG WEALTH ADVISORY — reported RAUM up 28% ($371.3M -> $476.7M). IAPD ↗
$476.7M RAUM · 4 reps · 940-464-4104 · rfgwealthadvisory.com
63
CAREY WEALTH MANAGEMENT — reported RAUM up 44% ($155.0M -> $222.8M). IAPD ↗
$222.8M RAUM · 2 reps · (925) 406-4186
63
PATHWISE — reported RAUM up 25% ($203.6M -> $255.0M). IAPD ↗
$255.0M RAUM · 2 reps · 925-939-5607 · pathwise.co
63
SEASIDE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($362.3M -> $459.3M). IAPD ↗
$459.3M RAUM · 11 reps · (760) 730-8120 · seasidewealth.com
63
WYNN CAPITAL — reported RAUM up 28% ($251.0M -> $320.2M). IAPD ↗
$320.2M RAUM · 3 reps · 706-869-3451 · wynncap.com
63
PROVISION ASSET, LLC — reported RAUM up 42% ($100.8M -> $143.6M). IAPD ↗
$143.6M RAUM · 6 reps · 972-987-9651 · provisionasset.com
63
CLARITY CAPITAL ADVISORS, LLC — reported RAUM up 25% ($324.3M -> $406.3M). IAPD ↗
$406.3M RAUM · 2 reps · (800) 345-4635 · claritycapitaladvisors.com
63
HILLTOP WEALTH ADVISORS, LLC — reported RAUM up 26% ($502.8M -> $635.5M). IAPD ↗
$635.5M RAUM · 9 reps · (919) 401-1500
63
ROLEK RETIREMENT PLANNING — reported RAUM up 44% ($165.6M -> $239.2M). IAPD ↗
$239.2M RAUM · 1 reps · (267) 427-5667
63
ENTELECHY — reported RAUM up 25% ($201.9M -> $253.3M). IAPD ↗
$253.3M RAUM · 1 reps · 202-770-2007
63
MCCAY WEALTH ADVISORY LLC — reported RAUM up 29% ($384.6M -> $495.4M). IAPD ↗
$495.4M RAUM · 5 reps · 931-728-2130 · mccaywealth.com
63
ROSEROCK WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($215.2M -> $275.0M). IAPD ↗
$275.0M RAUM · 2 reps · (214) 220-8989 · roserockwealth.com
63
RANGE FINANCIAL GROUP, LLC — reported RAUM up 27% ($321.1M -> $408.1M). IAPD ↗
$408.1M RAUM · 7 reps · 503-482-4400
63
ROSEL WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($503.3M -> $630.2M). IAPD ↗
$630.2M RAUM · 2 reps · 303.647.3801
63
DARDEN WEALTH GROUP — reported RAUM up 26% ($302.1M -> $379.6M). IAPD ↗
$379.6M RAUM · 4 reps · 734-294-0100
63
LIFEPOINT PLANNING — reported RAUM up 42% ($118.9M -> $168.5M). IAPD ↗
$168.5M RAUM · 3 reps · 844-505-3618
63
NEW MILLENNIUM GROUP — reported RAUM up 28% ($200.6M -> $257.0M). IAPD ↗
$257.0M RAUM · 12 reps · 801-446-9950
63
FFP WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($234.4M -> $301.1M). IAPD ↗
$301.1M RAUM · 3 reps · 763-231-2760
63
GREEN RIDGE WEALTH PLANNING LLC — reported RAUM up 29% ($301.6M -> $389.6M). IAPD ↗
$389.6M RAUM · 6 reps · 973-554-1770
63
APEX STRATEGIC WEALTH, LLC — reported RAUM up 29% ($227.3M -> $292.1M). IAPD ↗
$292.1M RAUM · 7 reps · 423 267 0046 · solomonwood.com
63
MILESTONE ASSET MANAGEMENT, LLC — reported RAUM up 26% ($546.3M -> $690.7M). IAPD ↗
$690.7M RAUM · 13 reps · 412-643-3058
63
MELONE PRIVATE WEALTH, LLC — reported RAUM up 27% ($246.3M -> $313.2M). IAPD ↗
$313.2M RAUM · 2 reps · 877-293-5830
63
WEST MICHIGAN ADVISORS — reported RAUM up 27% ($614.4M -> $781.3M). IAPD ↗
$781.3M RAUM · 16 reps · (616) 820-1040
63
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($229.2M -> $294.9M). IAPD ↗
$294.9M RAUM · 1 reps · 802-985-8808 · antoinewilliamsandassoc.com
63
BURKHOLDER & ASSOCIATES, LLC — reported RAUM up 26% ($228.6M -> $287.4M). IAPD ↗
$287.4M RAUM · 2 reps · 301-778-9970 · burkholderassociates.com
63
FAMILY WEALTH PARTNERS, LLC — reported RAUM up 26% ($312.1M -> $392.4M). IAPD ↗
$392.4M RAUM · 6 reps · (704) 321-0152 · fwpnc.com
63
CONSCIOUS WEALTH INVESTMENTS, LLC — reported RAUM up 27% ($214.4M -> $272.8M). IAPD ↗
$272.8M RAUM · 4 reps · (404) 826.7747
63
CONQUIS FINANCIAL LLC — reported RAUM up 27% ($220.7M -> $280.0M). IAPD ↗
$280.0M RAUM · 3 reps · 650-651-3609
63
DAUS FINANCIAL GROUP, LLC — reported RAUM up 28% ($211.0M -> $270.5M). IAPD ↗
$270.5M RAUM · 3 reps · (269) 321-7472
63
DYNAMIC MARKET ADVANTAGE, LLC — reported RAUM up 25% ($288.8M -> $361.9M). IAPD ↗
$361.9M RAUM · 3 reps · (502) 813-2100 · dynamicmarketadvantage.com
63
FREEDOM FINANCIAL PARTNERS LLC — reported RAUM up 26% ($300.9M -> $377.9M). IAPD ↗
$377.9M RAUM · 5 reps · 651-797-3532 · ffpforme.com
63
BLUE FINANCIAL — reported RAUM up 44% ($100.4M -> $145.1M). IAPD ↗
$145.1M RAUM · 6 reps · 7043021141
63
KETRON FINANCIAL LLC — reported RAUM up 28% ($300.0M -> $384.0M). IAPD ↗
$384.0M RAUM · 2 reps · 415-892-0928
63
BLUE JEAN FINANCIAL LLC — reported RAUM up 41% ($94.7M -> $133.3M). IAPD ↗
$133.3M RAUM · 7 reps · 518-631-5471
62
BRANDYWINE FINANCIAL GROUP, INC. — reported RAUM up 36% ($99.4M -> $135.0M). IAPD ↗
$135.0M RAUM · 2 reps · 610-828-1155 · brandywinefinancialgroup.com
62
NEWBRIDGE WEALTH MANAGEMENT — reported RAUM up 37% ($160.0M -> $219.5M). IAPD ↗
$219.5M RAUM · 3 reps · 610-564-8042 · newbridgewealth.com
62
FUTURE PERFECT PLANNING, LLC — reported RAUM up 36% ($32.7M -> $44.5M). IAPD ↗
$44.5M RAUM · 1 reps · 646-543-8065 · futureperfect.nyc
62
IFC — reported RAUM up 38% ($110.3M -> $152.5M). IAPD ↗
$152.5M RAUM · 7 reps · 530-886-8550 · ifcins.com
62
FOUR CORNERS FINANCIAL — reported RAUM up 38% ($76.2M -> $104.8M). IAPD ↗
$104.8M RAUM · 1 reps · (631) 271-1170 · fourcornersfincl.com
62
SABBIA FARO WEALTH MANAGEMENT LLC — reported RAUM up 37% ($37.0M -> $50.6M). IAPD ↗
$50.6M RAUM · 1 reps · 917-502-4137
62
PALM WEALTH PARTNERS — reported RAUM up 36% ($132.1M -> $179.3M). IAPD ↗
$179.3M RAUM · 9 reps · (954) 632-2555
62
VIRTUS FINANCIAL PARTNERS — reported RAUM up 35% ($112.9M -> $152.5M). IAPD ↗
$152.5M RAUM · 3 reps · 407-267-8445
62
WELCH FINANCIAL PLANNING, LLC — reported RAUM up 36% ($145.6M -> $198.1M). IAPD ↗
$198.1M RAUM · 2 reps · 303-939-8766
62
MARTINSEN WEALTH MANAGEMENT — reported RAUM up 40% ($102.3M -> $143.2M). IAPD ↗
$143.2M RAUM · 7 reps · 480-550-6556 · 5wbook.com
61
MCCARTHY WEALTH & TAX ADVISORS — reported RAUM up 32% ($153.0M -> $202.0M). IAPD ↗
$202.0M RAUM · 3 reps · 937-748-4765 · mccarthywealth.com
61
STRUCTURED WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($169.0M -> $226.9M). IAPD ↗
$226.9M RAUM · 2 reps · 419-517-1227 · structuredplan.com
61
GOUWS CAPITAL LLC — reported RAUM up 32% ($158.7M -> $209.9M). IAPD ↗
$209.9M RAUM · 2 reps · 704-944-3233 · gouwscapital.com
61
HIPPOCRATIC FINANCIAL ADVISORS — reported RAUM up 35% ($170.2M -> $229.0M). IAPD ↗
$229.0M RAUM · 5 reps · 866-447-2380 · hippocratic.com
61
PINAFORE WEALTH COUNSEL INC. — reported RAUM up 31% ($132.8M -> $173.6M). IAPD ↗
$173.6M RAUM · 2 reps · 919-213-0458 · pinaforewealth.com
61
TRUADVISORS — reported RAUM up 33% ($100.0M -> $132.7M). IAPD ↗
$132.7M RAUM · 3 reps · (813) 212-4000 · truadvisors.com
61
ARNOLD AND MOTE WEALTH MANAGEMENT — reported RAUM up 31% ($128.3M -> $168.2M). IAPD ↗
$168.2M RAUM · 5 reps · 319-393-4020
61
ROOTED PLANNING GROUP — reported RAUM up 33% ($117.7M -> $157.0M). IAPD ↗
$157.0M RAUM · 3 reps · 607-438-2761
61
SMITH & WYATT — reported RAUM up 31% ($158.6M -> $207.5M). IAPD ↗
$207.5M RAUM · 8 reps · 979-431-5440
61
KAIZEN RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 32% ($118.4M -> $155.9M). IAPD ↗
$155.9M RAUM · 1 reps · 508-850-6401 · kaizenrpa.com
61
994 GROUP — reported RAUM up 31% ($186.8M -> $244.7M). IAPD ↗
$244.7M RAUM · 2 reps · (512) 853-9597 · 994group.com
61
REVOLUTION CAPITAL, LLC — reported RAUM up 35% ($179.8M -> $241.9M). IAPD ↗
$241.9M RAUM · 4 reps · 402-933-3371 · revgroupllc.com
61
CASSILLY FINANCIAL — reported RAUM up 31% ($103.2M -> $135.5M). IAPD ↗
$135.5M RAUM · 2 reps · 410-793-5210 · cassillyfinancial.com
61
MIDWEST FINANCIAL NETWORK, LLC — reported RAUM up 31% ($108.3M -> $141.9M). IAPD ↗
$141.9M RAUM · 2 reps · 708-670-3083 · midwfinancial.com
61
FARNAM FINANCIAL — reported RAUM up 32% ($122.1M -> $161.4M). IAPD ↗
$161.4M RAUM · 3 reps · (602) 603-4000 · farnamfinancial.com
61
U.S.A. FINANCIAL & TAX SERVICES, LLC — reported RAUM up 33% ($120.0M -> $159.3M). IAPD ↗
$159.3M RAUM · 3 reps · 860-430-2138 · usafinancialandtaxservices.com
61
EMETH VALUE CAPITAL, LLC — reported RAUM up 31% ($148.3M -> $193.7M). IAPD ↗
$193.7M RAUM · 1 reps · 210-381-7262
61
ATLAS INVESTMENT ADVISORS — reported RAUM up 33% ($138.2M -> $184.1M). IAPD ↗
$184.1M RAUM · 2 reps · 770-336-6805
61
PODELL FINANCIAL GROUP LLC — reported RAUM up 32% ($172.2M -> $227.6M). IAPD ↗
$227.6M RAUM · 4 reps · 973-227-8001 · podellfinancial.com
61
AVISE FINANCIAL — reported RAUM up 35% ($125.9M -> $169.4M). IAPD ↗
$169.4M RAUM · 6 reps · 310-807-5778
61
RIVERTREE WEALTH — reported RAUM up 32% ($108.6M -> $143.1M). IAPD ↗
$143.1M RAUM · 2 reps · (501) 500-0893
61
HOLOS INTEGRATED WEALTH — reported RAUM up 35% ($173.0M -> $233.1M). IAPD ↗
$233.1M RAUM · 3 reps · 484-893-4599
61
TRUNORTH FINANCIAL LLC — reported RAUM up 32% ($29.5M -> $39.0M). IAPD ↗
$39.0M RAUM · 1 reps · 845-741-7150
60
QCA CAPITAL MANAGEMENT INC — reported RAUM up 27% ($183.8M -> $232.6M). IAPD ↗
$232.6M RAUM · 5 reps · 310-473-4411 · quincycass.com
60
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. — reported RAUM up 26% ($184.9M -> $232.7M). IAPD ↗
$232.7M RAUM · 3 reps · 800-557-5461
60
GOING CPAS AND WEALTH ADVISORS — reported RAUM up 30% ($123.9M -> $160.8M). IAPD ↗
$160.8M RAUM · 8 reps · 337-942-3041 · going.cpa
60
HOLCOMBE & MCGRATH — reported RAUM up 29% ($121.1M -> $155.9M). IAPD ↗
$155.9M RAUM · 2 reps · 828-252-8228 · wealthminder.com
60
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC — reported RAUM up 28% ($136.6M -> $174.6M). IAPD ↗
$174.6M RAUM · 3 reps · 719-477-9883
60
BUCKRAM SECURITIES LTD — reported RAUM up 26% ($92.7M -> $117.3M). IAPD ↗
$117.3M RAUM · 2 reps · 516-759-7400
60
FOUR QUADRANT WEALTH ADVISORS, INC. — reported RAUM up 27% ($171.8M -> $219.0M). IAPD ↗
$219.0M RAUM · 6 reps · 877-441-5144
60
MUNDOVAL CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($73.2M -> $91.9M). IAPD ↗
$91.9M RAUM · 3 reps · 858-454-4837 · mundoval.com
60
EVEREST WEALTH MANAGEMENT — reported RAUM up 29% ($184.1M -> $237.4M). IAPD ↗
$237.4M RAUM · 1 reps · (913) 387-2017 · everestwealth.com
60
INVEST INC. — reported RAUM up 27% ($125.5M -> $158.7M). IAPD ↗
$158.7M RAUM · 5 reps · 859-268-9200 · invest-lex.com
60
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC — reported RAUM up 28% ($91.0M -> $116.4M). IAPD ↗
$116.4M RAUM · 4 reps · (717) 602-1100 · asrpc.com
60
BAUTIS FINANCIAL, LLC — reported RAUM up 26% ($156.8M -> $197.4M). IAPD ↗
$197.4M RAUM · 2 reps · 862-205-5800
60
D'ARCY CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($178.6M -> $225.6M). IAPD ↗
$225.6M RAUM · 4 reps · 858-461-4391 · darcycapital.com
60
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC — reported RAUM up 28% ($185.9M -> $237.1M). IAPD ↗
$237.1M RAUM · 4 reps · 360-823-0477 · fortvancouverim.com
60
MCDONNELL CAPITAL MANAGEMENT — reported RAUM up 26% ($132.7M -> $166.7M). IAPD ↗
$166.7M RAUM · 2 reps · 708-925-9507 · mcdonnell-capital.com
60
SUN GROUP WEALTH PARTNERS LLC — reported RAUM up 25% ($178.9M -> $224.5M). IAPD ↗
$224.5M RAUM · 2 reps · 949-625-6800 · sungroupwp.com
60
CATALYST FINANCIAL NW CORPORATION — reported RAUM up 26% ($184.8M -> $233.4M). IAPD ↗
$233.4M RAUM · 2 reps · 503-661-9010 · catalyst-nw.com
60
BAMBOO WEALTH STRATEGIES — reported RAUM up 28% ($184.2M -> $235.7M). IAPD ↗
$235.7M RAUM · 4 reps · (619) 289-9670 · bamboowealth.com
60
WISDOM WEALTH STRATEGIES — reported RAUM up 25% ($152.3M -> $190.5M). IAPD ↗
$190.5M RAUM · 2 reps · 720-314-8009
60
DBK FINANCIAL COUNSEL, LLC — reported RAUM up 25% ($159.5M -> $199.5M). IAPD ↗
$199.5M RAUM · 3 reps · 330-923-3038
60
OPUS PRIVATE WEALTH GROUP, LLC — reported RAUM up 25% ($102.0M -> $128.0M). IAPD ↗
$128.0M RAUM · 3 reps · 714-660-7490
60
THE PERSPECTIVE GROUP — reported RAUM up 29% ($174.0M -> $225.1M). IAPD ↗
$225.1M RAUM · 2 reps · (785) 749-1881
60
MUTUAL TRUST ADVISORY GROUP — reported RAUM up 30% ($128.0M -> $165.8M). IAPD ↗
$165.8M RAUM · 2 reps · 239-204-4333
60
COPIA WEALTH MANAGEMENT — reported RAUM up 28% ($122.8M -> $157.5M). IAPD ↗
$157.5M RAUM · 3 reps · 541-647-2545 · copiawealthmanagement.com
60
NRG WEALTH MANAGEMENT — reported RAUM up 25% ($193.3M -> $242.0M). IAPD ↗
$242.0M RAUM · 4 reps · (520) 818-7822
60
GO WEALTH MANAGEMENT — reported RAUM up 26% ($165.6M -> $208.4M). IAPD ↗
$208.4M RAUM · 9 reps · 541-338-7631
60
AVENTINE FINANCIAL GROUP — reported RAUM up 28% ($119.3M -> $153.1M). IAPD ↗
$153.1M RAUM · 3 reps · (212) 269-2512 · aventinefg.com
60
TOPTIER WEALTH MANAGEMENT — reported RAUM up 30% ($135.3M -> $175.7M). IAPD ↗
$175.7M RAUM · 2 reps · 262-989-8551 · toptierwealthmanagement.com
60
SIMPLIFIED WEALTH MANAGEMENT — reported RAUM up 26% ($179.5M -> $225.5M). IAPD ↗
$225.5M RAUM · 7 reps · 601-336-4265 · myswm.com
60
HADDONFIELD FINANCIAL PLANNING LLC — reported RAUM up 29% ($104.9M -> $134.8M). IAPD ↗
$134.8M RAUM · 3 reps · 856-795-0471
60
WE FINANCIAL GROUP — reported RAUM up 26% ($101.4M -> $127.4M). IAPD ↗
$127.4M RAUM · 4 reps · 415-994-9767
60
PORTUS WEALTH ADVISORS, LLC — reported RAUM up 26% ($162.4M -> $204.1M). IAPD ↗
$204.1M RAUM · 3 reps · 704-936-0084
60
BESTGATE WEALTH ADVISORS, LLC — reported RAUM up 26% ($129.2M -> $162.4M). IAPD ↗
$162.4M RAUM · 3 reps · 301-662-7220
60
ARBORFI ADVISORS, LLC — reported RAUM up 30% ($114.2M -> $148.4M). IAPD ↗
$148.4M RAUM · 2 reps · 734-345-6980
60
IRONOAK WEALTH — reported RAUM up 25% ($129.4M -> $162.0M). IAPD ↗
$162.0M RAUM · 6 reps · 737-271-9421
60
TITLETOWN WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($116.2M -> $150.3M). IAPD ↗
$150.3M RAUM · 2 reps · (920) 468-7443 · titletownwm.com
60
SOUTHCOL ADVISORS — reported RAUM up 26% ($165.3M -> $208.7M). IAPD ↗
$208.7M RAUM · 3 reps · 239-228-8747
60
TEAM WEALTH & TAX ADVISORS — reported RAUM up 26% ($185.8M -> $233.3M). IAPD ↗
$233.3M RAUM · 6 reps · 951-308-6444 · g.co
60
STILLWATER WEALTH MANAGEMENT GROUP LLC — reported RAUM up 27% ($162.9M -> $206.6M). IAPD ↗
$206.6M RAUM · 3 reps · (561) 214-4125
60
GOLDENSTONE WEALTH MANAGEMENT — reported RAUM up 27% ($188.2M -> $238.3M). IAPD ↗
$238.3M RAUM · 2 reps · 916-799-6527 · goldenstonewealth.com
60
EQUILIBRIUM WEALTH LLC — reported RAUM up 26% ($102.9M -> $129.5M). IAPD ↗
$129.5M RAUM · 3 reps · (212) 321-0428 · getequilibrium.com
60
GRAVER CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($122.0M -> $153.5M). IAPD ↗
$153.5M RAUM · 2 reps · 614-499-2500
60
RIVER'S EDGE — reported RAUM up 28% ($122.7M -> $157.1M). IAPD ↗
$157.1M RAUM · 4 reps · 412-526-8939
60
RPR FINANCIAL — reported RAUM up 26% ($128.8M -> $162.1M). IAPD ↗
$162.1M RAUM · 4 reps · 913-274-1452
60
RETIREMENT WEALTH SOLUTIONS LLC — reported RAUM up 29% ($175.8M -> $227.0M). IAPD ↗
$227.0M RAUM · 3 reps · 715-384-5481 · retirews.com
60
FIVE PINE WEALTH — reported RAUM up 26% ($152.4M -> $191.8M). IAPD ↗
$191.8M RAUM · 3 reps · (877) 333-1015 · fivepinewealth.com
60
FRANKLY FINANCES — reported RAUM up 27% ($160.2M -> $204.2M). IAPD ↗
$204.2M RAUM · 1 reps · 786-897-5035 · franklyfinances.com
60
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. — reported RAUM up 25% ($138.3M -> $173.5M). IAPD ↗
$173.5M RAUM · 3 reps · 503-253-3000 · pricefg.com
60
HOBBS WEALTH MANAGEMENT — reported RAUM up 26% ($116.5M -> $146.7M). IAPD ↗
$146.7M RAUM · 1 reps · 317-559-2940 · hobbswealth.com
60
INTERNATIONAL FINANCIAL PLANNING LLC — reported RAUM up 26% ($32.1M -> $40.4M). IAPD ↗
$40.4M RAUM · 1 reps · 540-222-0478
60
PRAIRIEVIEW WEALTH & TAX ADVISORS — reported RAUM up 27% ($163.7M -> $207.5M). IAPD ↗
$207.5M RAUM · 4 reps · 708-326-4750 · pv-wp.com.com
60
MAIN ADVISORY, INC. — reported RAUM up 27% ($128.2M -> $162.7M). IAPD ↗
$162.7M RAUM · 2 reps · (724) 731-0173 · mainadvisory.com
60
GANNETT WEALTH ADVISORS — reported RAUM up 29% ($69.9M -> $90.2M). IAPD ↗
$90.2M RAUM · 7 reps · (208)254-0142
60
KMT WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($174.9M -> $222.4M). IAPD ↗
$222.4M RAUM · 1 reps · 773-895-8962 · kmtwealth.com
60
ROXBURY FINANCIAL — reported RAUM up 28% ($141.5M -> $180.5M). IAPD ↗
$180.5M RAUM · 2 reps · 973-928-7181 · roxburyfinancial.com
60
RHL GROUP, LLC — reported RAUM up 29% ($120.5M -> $155.1M). IAPD ↗
$155.1M RAUM · 2 reps · 248-634-7720 · rhlgroup.us
60
AGP FRANKLIN, LLC — reported RAUM up 27% ($195.2M -> $247.1M). IAPD ↗
$247.1M RAUM · 3 reps · 615-778-9842 · strongtowerwealthmanagement.com
60
RICHARD YOUNG ADVISORS — RICHARD YOUNG ASSOCIATES, LTD. is now doing business as . IAPD ↗
$1.20B RAUM · 8 reps · 706-739-0725 · vimeo.com
60
NORTHCOAST ASSET MANAGEMENT LLC — KOVITZ INVESTMENT GROUP PARTNERS, LLC is now doing business as . IAPD ↗
$4.97B RAUM · 28 reps · (203) 532-7000
58
POINT WINDWARD ADVISORS, INC. — BEECH HILL ADVISORS, INC is now doing business as . IAPD ↗
$358.6M RAUM · 8 reps · 212-350-7250 · bh-adv.com
58
WELLMENT FINANCIAL — FSR WEALTH STRATEGIES is now doing business as . IAPD ↗
$312.7M RAUM · 11 reps · 630-993-8200 · fsrwealth.com
58
B.A. ROBERTS FINANCIAL SERVICES, INC. — ROBERTS FINANCIAL SERVICES, LLC is now doing business as . IAPD ↗
$373.9M RAUM · 3 reps · (906) 228-5564 · baroberts.com
58
FAIRLEAD ASSET MANAGEMENT LLC — FAIRLEAD STRATEGIES is now doing business as . IAPD ↗
$271.6M RAUM · 4 reps · 203-872-6500
58
WATERSHED PRIVATE WEALTH — LLC is now doing business as WATERSHED PRIVATE WEALTH. IAPD ↗
$413.7M RAUM · 3 reps · 630-478-0195 · watershedprivatewealth.com
58
SOLANO WEALTH ADVISORS — SOLANO WEALTH MANAGEMENT is now doing business as . IAPD ↗
$331.9M RAUM · 3 reps · (707) 435-8400 · solanowealth.com
58
NICHOLSON WEALTH MANAGEMENT GROUP — LLC is now doing business as NICHOLSON WEALTH MANAGEMENT GROUP. IAPD ↗
$322.0M RAUM · 2 reps · 843-790-2625
55
U.S. BANCORP ADVISORS, LLC — added office(s): 147 -> 1790 additional locations. IAPD ↗
$1.52B RAUM · 126 reps · 800-888-4700 · usbank.com
55
LINSCOMB WEALTH, INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
$5.21B RAUM · 25 reps · 713-840-1000 · linscombwealth.com
55
MACKAY SHIELDS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$151.64B RAUM · 79 reps · 212-758-5400 · newyorklifeinvestments.com
55
EMBREE FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$2.64B RAUM · 14 reps · 312-527-5565
55
CALIFORNIA FINANCIAL ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$2.26B RAUM · 14 reps · 925.275.1000
55
ECLECTIC ASSOCIATES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.47B RAUM · 10 reps · 714-738-0220 · eclecticassociates.com
55
NATURAL INVESTMENTS — added office(s): 15 -> 18 additional locations. IAPD ↗
$2.05B RAUM · 24 reps · 707-758-0171 · naturalinvestments.com
55
AA FINANCIAL ADVISORS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$1.01B RAUM · 10 reps · 614-442-3355
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
$4.45B RAUM · 28 reps · 913-498-8898
55
ARAX ADVISORY PARTNERS — added office(s): 20 -> 35 additional locations. IAPD ↗
$11.30B RAUM · 55 reps · 303-633-5900 · kleinhenzwealth.com
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 12 -> 13 additional locations. IAPD ↗
$3.20B RAUM · 56 reps · 410-363-7211 · prosperityconsult.com
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$2.43B RAUM · 20 reps · 303-382-2880 · besterwealth.com
55
CAPRICORN INVESTMENT GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$12.47B RAUM · 12 reps · 650-331-8800 · capricornllc.com
55
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.01B RAUM · 8 reps · (920) 882-5299
55
SELECT MONEY MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.49B RAUM · 8 reps · 3107122323 · seia.com
55
FOCUS PARTNERS WEALTH, LLC — added office(s): 87 -> 112 additional locations. IAPD ↗
$181.86B RAUM · 1025 reps · (314) 725-0455
55
ACCUMULUS CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.74B RAUM · 7 reps · 212-490-7570 · accumuluscapital.com
55
SHEPHERD FINANCIAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 26 -> 27 additional locations. IAPD ↗
$1.24B RAUM · 45 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
55
ALPHACORE CAPITAL LLC — added office(s): 17 -> 23 additional locations. IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
55
ONE DAY IN JULY LLC — added office(s): 5 -> 9 additional locations. IAPD ↗
$1.36B RAUM · 13 reps · (802) 503-8280
55
LIBERTY WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.47B RAUM · 18 reps · 510-658-1880
55
TCP ASSET MANAGEMENT, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
$1.18B RAUM · 21 reps · 614-761-9378 · tcpasset.com
55
VALLEY WEALTH STRATEGIES, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
$1.45B RAUM · 26 reps · (209) 366-1264 · zukfinancial.com
55
PROMETHOS CAPITAL, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.27B RAUM · 5 reps · 617-535-9240
55
WEDMONT PRIVATE CAPITAL — added office(s): 7 -> 8 additional locations. IAPD ↗
$3.44B RAUM · 11 reps · (610) 885-8200 · wedmont.com
55
CS MCKEE — added office(s): 1 -> 2 additional locations. IAPD ↗
$11.65B RAUM · 19 reps · 412-566-1234
55
GREAT WATERS FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.24B RAUM · 23 reps · 612-360-2127
55
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 16 -> 17 additional locations. IAPD ↗
$3.88B RAUM · 38 reps · 407-708-0050 · apadvisors.com
55
PALLAS CAPITAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$4.31B RAUM · 23 reps · (781) 971-5052 · pallascapitaladvisors.com
55
PERFORMANCE WEALTH — added office(s): 2 -> 6 additional locations. IAPD ↗
$4.09B RAUM · 11 reps · (630) 686-5715
55
DAYMARK WEALTH PARTNERS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$5.04B RAUM · 21 reps · 513-838-2520 · music.amazon.com
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 42 -> 43 additional locations. IAPD ↗
$9.90B RAUM · 164 reps · 813-709-8800 · headretirement.com
55
ROBINHOOD ASSET MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.52B RAUM · 138 reps · 650-940-2700 EXT 31450
55
JEFFERIES INVESTMENT ADVISERS LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$3.42B RAUM · 107 reps · 212-284-2300 · jefferies.com
55
STIFEL CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.49B RAUM · 1 reps · 212-328-1000 · stifelcapitalmanagement.com
55
DIVERSIFIED, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$2.08B RAUM · 28 reps · 302-765-3500
55
LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC — LEXINGTON INVESTMENT CONSULTING, LLC is now doing business as . IAPD ↗
$102.8M RAUM · 2 reps · 615-492-1011
55
SIERRA PACIFIC PRIVATE WEALTH, LLC — SIERRA PACIFIC FINANCIAL ADVISORS is now doing business as . IAPD ↗
$245.9M RAUM · 3 reps · 925-223-8868
55
YFP WEALTH — YOUR FINANCIAL PHARMACIST is now doing business as . IAPD ↗
$53.2M RAUM · 4 reps · 614-618-5901
53
RIGGS ASSET MANAGEMENT CO INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$640.0M RAUM · 8 reps · 570-823-3383 · riggsadvisors.com
53
DEW WEALTH MANAGEMENT — added office(s): 13 -> 16 additional locations. IAPD ↗
$361.9M RAUM · 20 reps · 480-614-9119
53
WMS ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$280.9M RAUM · 5 reps · 301-294-7804
53
SAXONY CAPITAL MANAGEMENT, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗
$367.9M RAUM · 0 reps · 314-963-9336
53
DBS INVESTMENT ADVISERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$280.2M RAUM · 5 reps · 989-686-6222 · thedbscompanies.com
53
FINANCIAL INSTITUTION SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$258.7M RAUM · 2 reps · 248-661-8190 · adviceman.net
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$735.6M RAUM · 10 reps · (410) 563-1190 · marshallfinancialgroup.com
53
IRONWOOD FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$574.9M RAUM · 6 reps · 520-318-4600 · ironwoodfinancial.com
53
MARKET STREET WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$837.0M RAUM · 10 reps · (610) 692-3200 · marketstreetwealth.net
53
THE O'DONNELL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$492.0M RAUM · 2 reps · 530-564-0960
53
BCU WEALTH ADVISORS, LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$653.6M RAUM · 3 reps · 847-932-8007 · uhgcu.org
53
COMMONS CAPITAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$307.4M RAUM · 6 reps · (617) 431-7200
53
ALLIANCE WEALTH MANAGEMENT GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$517.4M RAUM · 6 reps · (908) 751-7090 · alliancewmg.com
53
MPWM ADVISORY SOLUTIONS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$320.5M RAUM · 12 reps · 678-566-4001
53
FOUNDER FAMILY FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$321.0M RAUM · 1 reps · 843-621-0435 · f3financial.com
53
RUBICON ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$420.7M RAUM · 19 reps · 530-223-5357
53
BCS PRIVATE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$469.7M RAUM · 4 reps · 732-291-7272 · bc-wm.com
53
GREAT OAK CAPITAL PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$477.9M RAUM · 5 reps · (508) 230-7100
53
MAGNATE ADVISORY SERVICES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$260.9M RAUM · 6 reps · (502) 855-3160
53
CAPITOL PRIVATE WEALTH GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$562.1M RAUM · 7 reps · (703) 226-0008 · capitolpwg.com
53
IAMS WEALTH MANAGEMENT, LLC — added office(s): 41 -> 44 additional locations. IAPD ↗
$397.2M RAUM · 53 reps · (888)255-7670
53
FINANCIAL SERVICES OF AMERICA ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
$573.4M RAUM · 31 reps · (800) 977-9292 · fsa1.com
53
SHARP FINANCIAL — added office(s): 6 -> 7 additional locations. IAPD ↗
$391.9M RAUM · 5 reps · (215) 659-2130 · sharpllc.com
53
RANGE FINANCIAL GROUP, LLC — added office(s): 1 -> 7 additional locations. IAPD ↗
$408.1M RAUM · 7 reps · 503-482-4400
53
LANTZ FINANCIAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$994.1M RAUM · 6 reps · 331-204-6230
53
COREPATH WEALTH PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$261.2M RAUM · 5 reps · (480) 448-0334 · corepathwealthpartners.com
53
GAMMA ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$424.8M RAUM · 8 reps · 787-957-3260 · gammaam.com
53
BIRCHCREEK WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$300.1M RAUM · 3 reps · (937) 567-0646
53
626 FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$379.6M RAUM · 5 reps · (269) 321-5040 · 626financial.com
53
ALIGN FINANCIAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$433.7M RAUM · 5 reps · 218-336-2506 · align.financial
53
ROTH FINANCIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$460.1M RAUM · 3 reps · 281-973-8816 · rothfinancialpartners.com
53
INTEGRATED QUANTITATIVE INVESTMENTS LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$844.8M RAUM · 5 reps · 617-686-2008 · integratedquant.com
53
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$254.6M RAUM · 1 reps · 972-833-2684
53
MILESTONE ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$690.7M RAUM · 13 reps · 412-643-3058
53
WEALTH EFFECTS — added office(s): 6 -> 10 additional locations. IAPD ↗
$472.0M RAUM · 9 reps · 617-465-2560 · w-effects.com
53
TRANSCE3ND LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$418.9M RAUM · 42 reps · 512-268-9220 · transcendim.com
53
ATLAS FIDUCIARY SERVICES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$269.3M RAUM · 4 reps · 603-581-7125 · afgplanning.com
53
CACHE ADVISORS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$962.1M RAUM · 5 reps · 2137881501
53
PETROS FAMILY WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$341.6M RAUM · 8 reps · (612) 643-9995 · petrosfw.com
53
FOGUTH WEALTH MANAGEMENT, LLC. — added office(s): 10 -> 14 additional locations. IAPD ↗
$825.1M RAUM · 32 reps · (810) 522-5650
53
ADAPT WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$469.2M RAUM · 10 reps · 404-594-5559 · adaptwealthadvisors.com
53
LIBERTY SQUARE WEALTH PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$567.8M RAUM · 5 reps · (610) 865-5803 · libertysquarewealth.com
53
MARKET INVESTMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$416.4M RAUM · 19 reps · 316-252-8707 · retirementhelp.com
53
SONOMA ALLOCATIONS — added office(s): 0 -> 1 additional locations. IAPD ↗
$350.0M RAUM · 4 reps · 707-490-8842 · sonomaallocations.com
53
LIVET WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$322.2M RAUM · 2 reps · 801-893-8320 · livetwealth.com
50
BROOKER WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$136.4M RAUM · 5 reps · 510-638-1815 · brooker-cpa.com
50
VIP PLANNERS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$126.2M RAUM · 3 reps · 5403421895 · vipplanners.com
50
MINERVA PLANNING GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$236.9M RAUM · 3 reps · 404-816-6688
50
FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$41.9M RAUM · 2 reps · 402-445-9333
50
TWENTY TWENTY INVESTMENT ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$139.0M RAUM · 4 reps · 509-892-3512
50
NEW ENGLAND SCHOONER, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$130.8M RAUM · 4 reps · 978-977-4757 · neschooner.com
50
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$227.6M RAUM · 14 reps · (949) 261-7726
50
KEEN CAPITAL, LTD — added office(s): 2 -> 3 additional locations. IAPD ↗
$179.7M RAUM · 3 reps · 803-941-4444 · coreadvisors.com
50
NATURAL BRIDGES FINANCIAL ADVISORS — added office(s): 0 -> 3 additional locations. IAPD ↗
$155.8M RAUM · 3 reps · 831-421-0700
50
BELLWETHER INVESTMENT GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$155.1M RAUM · 6 reps · 423-698-6256 · focuspointefinancial.com
50
COLLAR CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$176.3M RAUM · 3 reps · 920-830-1556 · collarcapital.com
50
DESERT ROSE CAPITAL MANAGEMENT, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$192.1M RAUM · 10 reps · 208 297-2710 · desertrosecapital.com
50
NORTH RIDGE — added office(s): 0 -> 1 additional locations. IAPD ↗
$216.0M RAUM · 3 reps · 503-206-8784
50
NOVUS ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$202.9M RAUM · 3 reps · 864-272-3579
50
GUIDANCE POINT RETIREMENT SERVICES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$88.2M RAUM · 6 reps · 207-358-3099
50
LUMINIST CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$104.6M RAUM · 4 reps · 616-600-4517
50
STONE STEPS FINANCIAL, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$105.4M RAUM · 4 reps · 760-456-7147
50
APTUS FINANCIAL, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$0 RAUM · 10 reps · 501-907-1993
50
SEEDSAFE FINANCIAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$125.2M RAUM · 4 reps · 360-602-1274 · seedsafefinancial.com
50
URBAN WEALTH MANAGEMENT OR UWM — added office(s): 0 -> 1 additional locations. IAPD ↗
$202.1M RAUM · 4 reps · 424-277-2260
50
KEYSTONE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$137.4M RAUM · 1 reps · (319) 883-3096 · keystonewealth.com
50
TOBERMAN BECKER WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$170.8M RAUM · 3 reps · (314) 900-1404
50
SIGNAL TREE FINANCIAL PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$213.4M RAUM · 5 reps · (330) 590-5937
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 15 -> 16 additional locations. IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
50
PINNACLE WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$211.1M RAUM · 3 reps · 916-772-0807 · pinnacle-mgmt.com
50
RPR FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$162.1M RAUM · 4 reps · 913-274-1452
50
OXFORD WEALTH GROUP, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
$235.9M RAUM · 8 reps · 407-495-2004
50
SLP WEALTH — added office(s): 16 -> 17 additional locations. IAPD ↗
$63.7M RAUM · 16 reps · (910) 315-0973 · slpwealth.com
50
NECTARINE — added office(s): 24 -> 29 additional locations. IAPD ↗
$0 RAUM · 28 reps · (858) 779-0115
50
APFORIA — added office(s): 2 -> 6 additional locations. IAPD ↗
$101.9M RAUM · 9 reps · (833) 780-2487
50
AVISE FINANCIAL — added office(s): 2 -> 3 additional locations. IAPD ↗
$169.4M RAUM · 6 reps · 310-807-5778
50
PRIVATE CLIENT ADVISOR GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$110.0M RAUM · 6 reps · 516-241-3934 · privateclientadvisor.net
50
STURMAN WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$116.4M RAUM · 2 reps · (434) 201-2255 · sturmanwealth.com
50
STRIVE FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$188.0M RAUM · 6 reps · (317) 590-0146 · firefighterfinancialadvisor.com
50
PRESTIGE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$148.4M RAUM · 5 reps · 8176378121
50
FINANCIAL JUSTUS — added office(s): 0 -> 1 additional locations. IAPD ↗
$169.3M RAUM · 1 reps · 262-240-4002
50
CSI GROUP ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 5 reps · (732) 224-3990
50
TWENTY-FIVE CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 3 reps · 9255776909
50
OCEAN PATH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 5 reps · 310 302 7685 · oceanpath.com
50
STILLWATER PRIVATE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 6102910232 · swprivatewealth.com
88
DEVELOP CAPITAL PARTNERS, LP. — (PITTSFORD, NY) is newly SEC-registered with $940.0M RAUM and 4 advisory reps. IAPD ↗institutional
$940.0M RAUM · 4 reps · (585) 895-2287 · develop-capital.com
85
OWL VENTURES — (SAN FRANCISCO, CA) is newly SEC-registered with $2.27B RAUM and 10 advisory reps. IAPD ↗fund
$2.27B RAUM · 10 reps · (415) 209-5675 · owlvc.com
85
BONACCORD CAPITAL ADVISORS LLC — (NEW YORK, NY) is newly SEC-registered with $4.30B RAUM and 14 advisory reps. IAPD ↗fund
$4.30B RAUM · 14 reps · 332-322-3220 · bonaccordcapital.com
85
S3 CAPITAL ADVISORS LLC — (NEW YORK, NY) is newly SEC-registered with $3.64B RAUM and 15 advisory reps. IAPD ↗fund
$3.64B RAUM · 15 reps · 212-300-8800 · sprucecap.com
85
CIBRA CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 442037256245
85
APPLIED QUANTITATIVE INVESTMENTS LLC — (LONE TREE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 303-708-1640
85
TAP CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 212-229-6098 · usetap.com
85
ALTA ASSET MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 13 advisory reps. IAPD ↗institutional
$0 RAUM · 13 reps · 917-831-1000 · obra.com
85
CRESALTA INVESTMENT MANAGEMENT, INC. — (GREENWOOD VILLAGE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 303-498-9699
85
ONE RIVER VOLATILITY ARBITRAGE LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 805-708-9158
85
MOONVEST — (location n/a) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 6503386976
85
PARC STREET ADVISORS — (SYOSSET, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (516) 639-0556 · parcstreetadvisors.com
85
HCIP ADVISORS, LLC — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 312-277-1300
85
GRADIENT RIDGE CAPITAL, L.P. — (NORWALK, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 732-616-3877
83
STORR GROUP — (WEST PALM BEACH, FL) is newly SEC-registered with $309.5M RAUM and 5 advisory reps. IAPD ↗fund
$309.5M RAUM · 5 reps · 737-330-1980
83
HAMILTON SQUARE PARTNERS MANAGEMENT, LP — (PRINCETON, NJ) is newly SEC-registered with $319.3M RAUM and 5 advisory reps. IAPD ↗fund
$319.3M RAUM · 5 reps · (646) 649-6790 · hsqhealthcare.com
80
BUTTONWOOD GROUP ADVISORS LLC — (UNIONDALE, NY) is newly SEC-registered with $240.2M RAUM and 4 advisory reps. IAPD ↗fund
$240.2M RAUM · 4 reps · 212-440-9644
80
WESTBOUND EQUITY MANAGEMENT, LLC — (PALO ALTO, CA) is newly SEC-registered with $146.2M RAUM and 3 advisory reps. IAPD ↗fund
$146.2M RAUM · 3 reps · 650-213-6213 · westboundequity.com
80
BP ASSET MANAGEMENT INC. — (CHARLOTTE, NC) is newly SEC-registered with $155.3M RAUM and 3 advisory reps. IAPD ↗fund
$155.3M RAUM · 3 reps · 980-261-5233
80
CREEK DRIVE MANAGEMENT GROUP LLC — (location n/a) is newly SEC-registered with $154.9M RAUM and 3 advisory reps. IAPD ↗fund
$154.9M RAUM · 3 reps · 650-808-7017 · creekdrivecapital.com
80
ETERNAL CAPITAL, LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $17.0M RAUM and 5 advisory reps. IAPD ↗fund
$17.0M RAUM · 5 reps · 305-915-8805 · eternalcapitalgroup.com
80
SOLYCO CAPITAL LLC — (ROCHESTER, MI) is newly SEC-registered with $219.9M RAUM and 2 advisory reps. IAPD ↗fund
$219.9M RAUM · 2 reps · 947-208-1900 · solycocapital.com
80
CENTURIA CAPITAL PARTNERS LLC — (GUAYNABO, PR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗fund
$0 RAUM · 1 reps · 787-994-3748
75
MEEDER PUBLIC FUNDS, INC. — grew from 34 to 52 advisory reps. IAPD ↗institutional
$64.13B RAUM · 52 reps · 866-633-3371
75
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — grew from 106 to 127 advisory reps. IAPD ↗institutional
$4.47B RAUM · 127 reps · 646-735-4293 · ir.carlyle.com
74
AGF INVESTMENTS — grew from 9 to 23 advisory reps. IAPD ↗institutional
$4.92B RAUM · 23 reps · 617-292-9804
70
PANTHEON — (LONDON, United Kingdom) is newly SEC-registered with $1.48B RAUM and 76 advisory reps. IAPD ↗foreign
$1.48B RAUM · 76 reps · 44-203356-1800 · pantheon.com
70
PERPETUA — (CAPE TOWN, WESTERN CAPE, South Africa) is newly SEC-registered with $1.05B RAUM and 11 advisory reps. IAPD ↗foreign
$1.05B RAUM · 11 reps · + 27 021 180 4900
70
MIC CAPITAL MANAGEMENT UK LLP — (LONDON, United Kingdom) is newly SEC-registered with $35.31B RAUM and 78 advisory reps. IAPD ↗foreign
$35.31B RAUM · 78 reps · +44 (0) 203 909-4610 · mubadalacapital.ae
66
NEWFRONT RETIREMENT SERVICES, INC. — grew from 19 to 25 advisory reps. IAPD ↗institutional
$1.04B RAUM · 25 reps · 415-754-3635 · newfront.com
65
PACIFIC HEIGHTS ASSET MANAGEMENT, LLC — reported RAUM up 84% ($3.96B -> $7.27B). IAPD ↗institutional
$7.27B RAUM · 2 reps · 415-398-8000
65
EXCHANGE TRADED CONCEPTS, LLC — reported RAUM up 126% ($10.17B -> $22.95B). IAPD ↗institutional
$22.95B RAUM · 13 reps · 405-778-8377
65
AGF INVESTMENTS — reported RAUM up 78% ($2.76B -> $4.92B). IAPD ↗institutional
$4.92B RAUM · 23 reps · 617-292-9804
65
ROUNDHILL INVESTMENTS — reported RAUM up 153% ($3.79B -> $9.59B). IAPD ↗institutional
$9.59B RAUM · 5 reps · 646-661-5441 · roundhillinvestments.com
65
AXS INVESTMENTS LLC — reported RAUM up 160% ($1.16B -> $3.02B). IAPD ↗institutional
$3.02B RAUM · 4 reps · 833-297-2587
65
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — reported RAUM up 231% ($1.35B -> $4.47B). IAPD ↗institutional
$4.47B RAUM · 127 reps · 646-735-4293 · ir.carlyle.com
65
SMITH CAPITAL INVESTORS, LLC — grew from 12 to 17 advisory reps. IAPD ↗institutional
$13.11B RAUM · 17 reps · 303-597-5555
65
PORTAGE WEALTH INC — (OAKVILLE, Canada) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗foreign
$0 RAUM · 5 reps · (888)333-0996 · portagewealth.com
63
BOOSTER ASSET MANAGEMENT, LLC — reported RAUM up 456% ($62.3M -> $346.1M). IAPD ↗institutional
$346.1M RAUM · 2 reps · 630-653-1400
63
BAYHUNT CAPITAL LLC — reported RAUM up 254% ($102.4M -> $362.1M). IAPD ↗institutional
$362.1M RAUM · 1 reps · 415-634-8897
63
HEDGEYE ASSET MANAGEMENT, LLC — reported RAUM up 791% ($49.8M -> $443.4M). IAPD ↗institutional
$443.4M RAUM · 8 reps · 212 433-1559 · hedgeyeam.com
63
O'CONNOR ALTERNATIVE INVESTMENTS, LLC — grew from 4 to 12 advisory reps. IAPD ↗fund
$12.39B RAUM · 12 reps · 212-915-1722
63
1932 INVESTMENT MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗institutional
$788.0M RAUM · 5 reps · 800-355-2583
62
HOLBROOK HOLDINGS, INC. — reported RAUM up 64% ($2.30B -> $3.78B). IAPD ↗institutional
$3.78B RAUM · 3 reps · 678-400-3980 · holbrookholdings.com
62
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC — reported RAUM up 74% ($206.0M -> $358.6M). IAPD ↗institutional
$358.6M RAUM · 117 reps · (203) 542-4200
62
REX ADVISERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗institutional
$1.58B RAUM · 5 reps · 305-742-0151
61
NORTH SQUARE INVESTMENTS, LLC — reported RAUM up 56% ($2.02B -> $3.15B). IAPD ↗institutional
$3.15B RAUM · 0 reps · 312-857-2160 · northsquareinvest.com
61
HEDGEYE ASSET MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗institutional
$443.4M RAUM · 8 reps · 212 433-1559 · hedgeyeam.com
60
QUADRATIC CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($469.0M -> $508.1M). IAPD ↗institutional
$508.1M RAUM · 2 reps · 203-340-2943 · ivoletf.com
60
HST VENTURES, LLC — crossed $500M in regulatory AUM ($349.8M -> $551.1M). IAPD ↗institutional
$551.1M RAUM · 4 reps · 435-962-9194
60
MIDAS MANAGEMENT CORPORATION — reported RAUM up 79% ($52.1M -> $93.2M). IAPD ↗institutional
$93.2M RAUM · 3 reps · 212-785-0900
60
PLANPILOT — reported RAUM up 50% ($3.71B -> $5.58B). IAPD ↗institutional
$5.58B RAUM · 11 reps · 312-973-4911
60
THOR FINANCIAL TECHNOLOGIES — reported RAUM up 91% ($113.9M -> $217.0M). IAPD ↗institutional
$217.0M RAUM · 2 reps · 412-860-6078 · thorft.com
60
AOT INVEST LLC — reported RAUM up 86% ($49.1M -> $91.2M). IAPD ↗institutional
$91.2M RAUM · 1 reps · 563-320-1688
60
COLLABORATIVE FUND ADVISORS — reported RAUM up 272% ($39.0M -> $144.8M). IAPD ↗institutional
$144.8M RAUM · 7 reps · 203-629-3300 · anydrusfunds.com
60
RIVER1 ASSET MANAGEMENT LLC — reported RAUM up 77% ($60.7M -> $107.8M). IAPD ↗institutional
$107.8M RAUM · 2 reps · 920-583-1476
60
SARMAYA PARTNERS, LLC — reported RAUM up 450% ($6.0M -> $33.0M). IAPD ↗institutional
$33.0M RAUM · 2 reps · 303-520-2419 · sarmayapartners.com
60
PRIVACORE — reported RAUM up 93% ($56.2M -> $108.5M). IAPD ↗institutional
$108.5M RAUM · 2 reps · 1 800 304 3863
60
FIRREO — 's provisional registration is now fully approved. IAPD ↗institutional
$0 RAUM · 0 reps · 202-630-7183
60
ADVISORENGINE PORTFOLIO SOLUTIONS INC. — 's provisional registration is now fully approved. IAPD ↗institutional
$35.0M RAUM · 2 reps · 888-225-7216 · advisorengine-portfolio-solutions.com
60
OLD BARN CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$105.3M RAUM · 1 reps · 717-329-7970
60
OAKLAWN CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$153.0M RAUM · 4 reps · 646-370-0416
60
DOXARA CAPITAL LP — 's provisional registration is now fully approved. IAPD ↗institutional
$125.0M RAUM · 2 reps · 561-589-3350
59
PNMAC CAPITAL MANAGEMENT, LLC — reported RAUM up 48% ($14.41B -> $21.35B). IAPD ↗institutional
$21.35B RAUM · 37 reps · (805) 849-3193
58
OAKLAWN CAPITAL MANAGEMENT LLC — grew from 1 to 4 advisory reps. IAPD ↗institutional
$153.0M RAUM · 4 reps · 646-370-0416
58
WEST HORIZON CAPITAL — 's provisional registration is now fully approved. IAPD ↗fund
$282.8M RAUM · 1 reps · 640-203-4660
58
KR CAPITAL LP — 's provisional registration is now fully approved. IAPD ↗fund
$792.4M RAUM · 10 reps · 212-317-0409 · krlp.com
57
PSP RESEARCH LLC — reported RAUM up 62% ($110.0M -> $178.6M). IAPD ↗institutional
$178.6M RAUM · 1 reps · 617-483-5981
57
FORGE GLOBAL ADVISORS LLC — grew from 1 to 5 advisory reps. IAPD ↗fund
$988.4M RAUM · 5 reps · (415) 881-1612
57
AVALA GLOBAL LP — grew from 10 to 12 advisory reps. IAPD ↗fund
$2.66B RAUM · 12 reps · (212) 226-5900
55
MAYTUS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($345.0M -> $597.8M). IAPD ↗fund
$597.8M RAUM · 3 reps · 646-863-0080
55
ALTERNATIVE ACCESS FUNDS, LLC — reported RAUM up 55% ($27.5M -> $42.5M). IAPD ↗institutional
$42.5M RAUM · 1 reps · 323-925-3305 #100
55
SOUND CAPITAL SOLUTIONS LLC — reported RAUM up 36% ($224.2M -> $305.7M). IAPD ↗institutional
$305.7M RAUM · 5 reps · 630-853-3300 · soundcapitalsolutions.com
55
REX ADVISERS, LLC — reported RAUM up 28% ($1.23B -> $1.58B). IAPD ↗institutional
$1.58B RAUM · 5 reps · 305-742-0151
55
FELIS ADVANTAGE, LP — 's provisional registration is now fully approved. IAPD ↗fund
$150.0M RAUM · 3 reps · (617) 702-7450
53
ARDSLEY PARTNERS — reported RAUM up 43% ($1.14B -> $1.64B). IAPD ↗fund
$1.64B RAUM · 7 reps · 203-564-4200 · ardsley.com
53
WRONA INVESTMENT MANAGEMENT, LLC — reported RAUM up 44% ($23.6M -> $34.1M). IAPD ↗institutional
$34.1M RAUM · 2 reps · 910-603-9075 · onerockfund.com
53
GENESIA INVESTMENTS LLC — reported RAUM up 30% ($230.9M -> $299.1M). IAPD ↗institutional
$299.1M RAUM · 1 reps · 864-334-5188 · genesiainvestments.com
51
WAVELENGTH CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($77.4M -> $104.0M). IAPD ↗institutional
$104.0M RAUM · 1 reps · 203-244-7580 · wavelengthfunds.com
51
IDX ADVISORS — reported RAUM up 32% ($97.4M -> $128.1M). IAPD ↗institutional
$128.1M RAUM · 4 reps · 833-662-6346 · idxadvisors.com
50
JEFFERIES FINANCE LLC — reported RAUM up 28% ($19.19B -> $24.59B). IAPD ↗fund
$24.59B RAUM · 51 reps · 212-284-3474 · apexcreditpartners.com
49
OLYMPUS PEAK ASSET MANAGEMENT LP — reported RAUM up 32% ($529.8M -> $702.0M). IAPD ↗fund
$702.0M RAUM · 4 reps · 212-373-1195
49
MAESTRIA PARTNERS LLC — reported RAUM up 31% ($267.5M -> $350.4M). IAPD ↗fund
$350.4M RAUM · 1 reps · 317-460-2929 · maestriapartners.com
48
OPALEYE MANAGEMENT INC. — reported RAUM up 26% ($639.6M -> $802.8M). IAPD ↗fund
$802.8M RAUM · 4 reps · 617-229-5085
48
BARNEGAT FUND MANAGEMENT INC. — reported RAUM up 28% ($629.0M -> $803.4M). IAPD ↗fund
$803.4M RAUM · 2 reps · 201-217-5625 · barnegatfund.com
47
CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC — reported RAUM up 38% ($122.1M -> $169.0M). IAPD ↗fund
$169.0M RAUM · 3 reps · 917-846-0764
45
TRUSTON ASSET MANAGEMENT — grew from 38 to 43 advisory reps. IAPD ↗foreign
$13.75B RAUM · 43 reps · 82-2-6308-0500 · trustonasset.com
45
AGF INVESTMENTS — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$4.92B RAUM · 23 reps · 617-292-9804
45
NEWFRONT RETIREMENT SERVICES, INC. — added office(s): 20 -> 22 additional locations. IAPD ↗institutional
$1.04B RAUM · 25 reps · 415-754-3635 · newfront.com
45
ACADEMY ASSET MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.29B RAUM · 3 reps · 646-341-6869 · academyassetmanagement.com
45
BSP NY LLC — ALCENTRA NY, LLC is now doing business as . IAPD ↗fund
$14.19B RAUM · 8 reps · 212-588-6770 · aefrif.com
43
AS AVARON ASSET MANAGEMENT — reported RAUM up 83% ($220.0M -> $401.9M). IAPD ↗foreign
$401.9M RAUM · 11 reps · +372 6644 205 · avaron.com
43
FLOWSTONE PARTNERS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗institutional
$767.4M RAUM · 5 reps · 312-429-2419
43
MP NEXT CAPITAL — MILESTONE PARTNERS is now doing business as . IAPD ↗fund
$455.9M RAUM · 7 reps · 610-526-2700 · milestonepartners.com
43
OLYMPUS PEAK ASSET MANAGEMENT LP — OLYMPUS PEAK MANAGEMENT is now doing business as . IAPD ↗fund
$702.0M RAUM · 4 reps · 212-373-1195
42
TRUSTON ASSET MANAGEMENT — reported RAUM up 65% ($8.35B -> $13.75B). IAPD ↗foreign
$13.75B RAUM · 43 reps · 82-2-6308-0500 · trustonasset.com
40
DUNHILL FINANCIAL — crossed $500M in regulatory AUM ($322.9M -> $601.7M). IAPD ↗foreign
$601.7M RAUM · 13 reps · +1 561 685 2381 · df-direct.com
40
C&S INVESTMENT — reported RAUM up 116% ($67.8M -> $146.2M). IAPD ↗foreign
$146.2M RAUM · 4 reps · +423-384-3600 · c-s-investment.li
40
AS AVARON ASSET MANAGEMENT — grew from 9 to 11 advisory reps. IAPD ↗foreign
$401.9M RAUM · 11 reps · +372 6644 205 · avaron.com
40
VALOR EQUITY PARTNERS — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$26.08B RAUM · 70 reps · 312-683-1900
40
JEFFERIES RESEARCH SERVICES LLC — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$0 RAUM · 221 reps · 212-284-2300 · jefferies.com
40
LMR PARTNERS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$77.25B RAUM · 42 reps · 6468915738 · lmrpartners.com
40
BURKEHILL GLOBAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.52B RAUM · 6 reps · 2124906760
40
BRIDGEPOINT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$15.86B RAUM · 18 reps · 212-324-5200 · bridgepoint.eu
40
COLLABORATIVE FUND ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$144.8M RAUM · 7 reps · 203-629-3300 · anydrusfunds.com
38
CAPITALIA (SUISSE) — reported RAUM up 50% ($500.0M -> $750.0M). IAPD ↗foreign
$750.0M RAUM · 1 reps · +4122 810 2614
38
Q WEALTH USA INC. — grew from 1 to 4 advisory reps. IAPD ↗foreign
$0 RAUM · 4 reps · 1-833-793-2584
38
OLYMPUS PEAK ASSET MANAGEMENT LP — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$702.0M RAUM · 4 reps · 212-373-1195
37
FINQ AI — grew from 1 to 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · 972508258824 · finqai.com
35
CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$169.0M RAUM · 3 reps · 917-846-0764
35
1207 CAPITAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$138.0M RAUM · 4 reps · 312-690-6201 · cimarrongrp.com
35
LYNWOOD PRICE CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$207.9M RAUM · 3 reps · 512-521-0075
35
MPI INFINITE INVESTORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$0 RAUM · 2 reps · 480-695-3214 · mpiinfiniteinvestors.com
33
PROVENTUS AG — reported RAUM up 25% ($644.3M -> $807.2M). IAPD ↗foreign
$807.2M RAUM · 3 reps · +41 44 217 83 83 · proventus-vw.ch
32
THE PACIFIC GROUP LIMITED — reported RAUM up 35% ($30.9M -> $41.8M). IAPD ↗foreign
$41.8M RAUM · 2 reps · 852 2810 1399 · pacgrp.com
31
PICHARDO ASSET MANAGEMENT, S.A. DE C.V. — reported RAUM up 33% ($67.7M -> $89.8M). IAPD ↗foreign
$89.8M RAUM · 5 reps · 52 55 5261 4600 · paminversion.com
31
ACASTA PARTNERS UK LLP — reported RAUM up 33% ($36.9M -> $49.0M). IAPD ↗foreign
$49.0M RAUM · 14 reps · +44 20 7070 2500
30
SEQUOIA S.F.A. — reported RAUM up 25% ($169.3M -> $212.3M). IAPD ↗foreign
$212.3M RAUM · 2 reps · +41 44 575 22 20 · sequoia-sfa.ch
30
BENEFIT STREET PARTNERS LIMITED — ALCENTRA LIMITED is now doing business as . IAPD ↗foreign
$19.06B RAUM · 49 reps · 02033983200
30
MELQART ASSET MANAGEMENT (UK) LTD — MELQART ASSET MANAGEMENT (UK) LIMITED is now doing business as . IAPD ↗foreign
$2.87B RAUM · 13 reps · 44 2038264470 · melqart.com

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.