← Tributary

Financial planning software — March 2024

Financial-planning, tax, and estate software (eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com).

634 firms opened this window in the March 2024 SEC roster: 282 aum up, 148 planning clients up, 83 headcount up, 75 new registration, 28 pending approved, 18 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
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC — (BLUE BELL, PA) is newly SEC-registered with $567.8M RAUM and 2 advisory reps. IAPD ↗
$567.8M RAUM · 2 reps · 484-342-4200 · northstarmgt.com
98
DIVERSIFY WEALTH MANAGEMENT, LLC — (SANDY, UT) is newly SEC-registered with $458.1M RAUM and 24 advisory reps. IAPD ↗
$458.1M RAUM · 24 reps · 801-838-9999 · caliberwealthmanagement.com
95
SYNDICATED CAPITAL, INC. — (DIAMOND BAR, CA) is newly SEC-registered with $109.6M RAUM and 9 advisory reps. IAPD ↗
$109.6M RAUM · 9 reps · 310-751-7098 · syndicatedcapital.com
95
CAMBRIDGE FINANCIAL ADVISORS, LLC — (SALIDA, CO) is newly SEC-registered with $111.2M RAUM and 3 advisory reps. IAPD ↗
$111.2M RAUM · 3 reps · 719-539-1040 · cambridgefinancialadvisors.com
95
GORDON ASSET MANAGEMENT LLC — (AUSTIN, TX) is newly SEC-registered with $108.3M RAUM and 2 advisory reps. IAPD ↗
$108.3M RAUM · 2 reps · 512-482-9600 · gordonasset.com
95
DAVIS FINANCIAL MANAGEMENT, INC. — (LEAWOOD, KS) is newly SEC-registered with $109.8M RAUM and 1 advisory reps. IAPD ↗
$109.8M RAUM · 1 reps · (913) 890-7279 · davisfinancialmanagement.com
95
HARBOR ASSET PLANNING, INC. — (location n/a) is newly SEC-registered with $125.6M RAUM and 1 advisory reps. IAPD ↗
$125.6M RAUM · 1 reps · 617-489-0324 · harborassetplanning.com
95
BAUTIS FINANCIAL, LLC — (MONTCLAIR, NJ) is newly SEC-registered with $122.0M RAUM and 3 advisory reps. IAPD ↗
$122.0M RAUM · 3 reps · 862-205-5800
95
LOGIC WEALTH MANAGEMENT, LLC — (PASADENA, CA) is newly SEC-registered with $122.5M RAUM and 8 advisory reps. IAPD ↗
$122.5M RAUM · 8 reps · (626) 757-4323 · logicwm.com
95
TRUE LIVING FINANCIAL — (SARATOGA SPRINGS, NY) is newly SEC-registered with $30.6M RAUM and 1 advisory reps. IAPD ↗
$30.6M RAUM · 1 reps · 518-364-7899 · truelivingfinancial.com
95
MCCULLEY FINANCIAL GROUP, LLC — (WESTCHESTER, IL) is newly SEC-registered with $125.2M RAUM and 1 advisory reps. IAPD ↗
$125.2M RAUM · 1 reps · 312-219-9000
95
PIEDMONT WEALTH MANAGEMENT — (CULPEPER, VA) is newly SEC-registered with $102.4M RAUM and 2 advisory reps. IAPD ↗
$102.4M RAUM · 2 reps · 540-317-5372 · piedmontwm.com
95
6TH STREET ADVISORS, LLC — (DAPHNE, AL) is newly SEC-registered with $110.7M RAUM and 2 advisory reps. IAPD ↗
$110.7M RAUM · 2 reps · 251-621-8688 · 6thstreetadvisors.com
95
MONTGOMERY FINANCIAL — (OCEAN CITY, MD) is newly SEC-registered with $112.9M RAUM and 4 advisory reps. IAPD ↗
$112.9M RAUM · 4 reps · 410-208-1004 · mfswealth.com
95
ABBINGTON INVESTMENT GROUP, LLC — (WESTPORT, CT) is newly SEC-registered with $108.6M RAUM and 3 advisory reps. IAPD ↗
$108.6M RAUM · 3 reps · 202-320-7242 · abbingtongroup.com
95
ATLATL ADVISERS — (MADISON, WI) is newly SEC-registered with $123.1M RAUM and 4 advisory reps. IAPD ↗
$123.1M RAUM · 4 reps · (608) 351-4500
95
Q3 ADVISORS, LLC — (location n/a) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 9366892294
95
ROLEK RETIREMENT PLANNING — (BERWYN, PA) is newly SEC-registered with $108.1M RAUM and 1 advisory reps. IAPD ↗
$108.1M RAUM · 1 reps · (267) 427-5667
95
SHOREPATH CAPITAL MANAGEMENT LLC — (EVANSTON, IL) is newly SEC-registered with $112.4M RAUM and 1 advisory reps. IAPD ↗
$112.4M RAUM · 1 reps · 312-357-4080 · shorepathcap.com
95
AVANT FINANCIAL ADVISORS — (location n/a) is newly SEC-registered with $126.6M RAUM and 2 advisory reps. IAPD ↗
$126.6M RAUM · 2 reps · 512-910-2467
95
MERITED WEALTH, LLC — (NORTH BAY VILLAGE, FL) is newly SEC-registered with $105.7M RAUM and 3 advisory reps. IAPD ↗
$105.7M RAUM · 3 reps · 305.722.0091 · meritedwealth.com
95
HOFF PRIVATE WEALTH — (WAUSAU, WI) is newly SEC-registered with $107.1M RAUM and 3 advisory reps. IAPD ↗
$107.1M RAUM · 3 reps · 715-841-0405 · hoffwealth.com
95
CHIPSER WEALTH MANAGEMENT, LLC — (DESTIN, FL) is newly SEC-registered with $106.2M RAUM and 2 advisory reps. IAPD ↗
$106.2M RAUM · 2 reps · (850) 424-6330 · chipserwealthmanagement.com
95
SKYVIEW FINANCIAL GROUP, LLC — (PONTE VEDRA BEACH, FL) is newly SEC-registered with $103.0M RAUM and 2 advisory reps. IAPD ↗
$103.0M RAUM · 2 reps · (888) 406-0444 · skyviewfg.com
95
FRONT PORCH FINANCIAL ADVISORY — (CHARLOTTE, NC) is newly SEC-registered with $123.4M RAUM and 1 advisory reps. IAPD ↗
$123.4M RAUM · 1 reps · 980-428-2297 · frontporchfa.com
95
MOMENT PRIVATE WEALTH — (SAINT LOUIS, MO) is newly SEC-registered with $112.1M RAUM and 3 advisory reps. IAPD ↗
$112.1M RAUM · 3 reps · (636) 591-1050 · momentprivatewealth.com
95
INTRINSIC VALUE CAPITAL ADVISORS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 5015297011
95
RETIREMENT WEALTH SOLUTIONS LLC — (MARSHFIELD, WI) is newly SEC-registered with $140.7M RAUM and 2 advisory reps. IAPD ↗
$140.7M RAUM · 2 reps · 715-384-5481
95
PIANO WEALTH MANAGEMENT — (VICTOR, NY) is newly SEC-registered with $37.2M RAUM and 1 advisory reps. IAPD ↗
$37.2M RAUM · 1 reps · (585) 204-0001
95
GRAETZ WEALTH — (JENISON, MI) is newly SEC-registered with $107.8M RAUM and 3 advisory reps. IAPD ↗
$107.8M RAUM · 3 reps · 616-226-8867 · graetzwealth.com
95
KINGSMAN WEALTH MANAGEMENT — (PENSACOLA, FL) is newly SEC-registered with $120.2M RAUM and 2 advisory reps. IAPD ↗
$120.2M RAUM · 2 reps · 817-308-3111 · kingsmanwealth.com
95
GALAPAGOS ADVISORY LLC — (MIAMI, FL) is newly SEC-registered with $106.6M RAUM and 2 advisory reps. IAPD ↗
$106.6M RAUM · 2 reps · 3055155878 · galapagos-advisory.com
95
ABRA CAPITAL MANAGEMENT, LP — (SAN FRANCISCO, CA) is newly SEC-registered with $102.5M RAUM and 4 advisory reps. IAPD ↗
$102.5M RAUM · 4 reps · 707-340-3722
95
BBVA GLOBAL WEALTH ADVISORS, INC. — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 434-242-0068 · bbvaglobalwealthadvisors.com
95
EDEN INTELLIGENCE FINANCIAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 206-747-0960
95
IFS GROUP — (MECHANICSBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 717-766-1144 · ifsgroup1.com
95
DRUCKER WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · (212) 681-0460
95
MÉTIER CAPITAL, LLC — (location n/a) is newly SEC-registered with $53.0M RAUM and 2 advisory reps. IAPD ↗
$53.0M RAUM · 2 reps · (585) 469-6973 · metier-capital.com
95
TORREN MANAGEMENT, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 619-990-2132
95
FIRST FINANCIAL SERVICES, LLC — (LITTLE ROCK, AR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 479-271-9952 · firstfinservices.com
95
GATEPASS CAPITAL, LLC — (INDEPENDENCE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 917-572-3539 · gatepass.capital
95
ADAPT WEALTH ADVISORS, LLC — (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 404-594-5559 · adaptwealthadvisors.com
95
BROADSTREET FAMILY OFFICE LLC — (SOMERS, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (914) 427-8036 · broadstreetglobaladvisors.com
95
IMPACT CAPITAL PARTNERS LLC — (GREENWOOD VILLAGE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 303-886-6186 · impactcapitalpartners.com
95
DOUBLE FINANCE INC. — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 415-366-3893 · double.finance
95
ADVANTAGE RETIREMENT GROUP — (FORT MYERS, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 239-561-1155 · advantageretirementgroup.com
95
CARNEGIE WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 818-679-2724
95
FRIDAY FINANCIAL — (DUBUQUE, IA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (563) 552-7526
95
RDG CAPITAL MANAGEMENT LLC — (ROCHESTER, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 585-673-2690 · rdgcapitalmanagement.com
95
235 WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 303-886-3322 · 235wealth.com
95
SALUS FINANCIAL ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 612-747-9420 · salusfinancialadvisors.com
95
ATLAS LEGACY ADVISORS LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 310-789-5566
95
MKT AND ASSOCIATES LLC — (CAVE CREEK, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 916-214-7912
95
CONSTANT — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 332-900-7227 · useconstant.com
95
OSSIA IM — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 305-923-7212
95
EXPRESSIVE WEALTH LLC — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 773-248-1000 · expressivewealth.com
95
SILVER LAKE CAPITAL PARTNERS — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 972-701-2040
85
SEIA — grew from 62 to 99 advisory reps. IAPD ↗
$14.21B RAUM · 99 reps · 310-712-2323
85
MISSION WEALTH MANAGEMENT, LP — grew from 56 to 72 advisory reps. IAPD ↗
$7.07B RAUM · 72 reps · 805-882-2360
85
PROSPERITY - AN EISNERAMPER COMPANY — grew from 8 to 31 advisory reps. IAPD ↗
$1.07B RAUM · 31 reps · 410-363-7211
85
BROKERS FINANCIAL — grew from 158 to 173 advisory reps. IAPD ↗
$2.00B RAUM · 173 reps · 877-886-1939
85
ELLEVEST — grew from 14 to 31 advisory reps. IAPD ↗
$1.90B RAUM · 31 reps · 844-355-7100
85
NEW EDGE WEALTH — grew from 42 to 62 advisory reps. IAPD ↗
$8.61B RAUM · 62 reps · 2034242262 · newedgewealth.com
83
&PARTNERS — grew from 35 to 71 advisory reps. IAPD ↗
$663.8M RAUM · 71 reps · 615-255-6431 · ensemblewealthplanning.com
83
WATERLOO CAPITAL — grew from 16 to 29 advisory reps. IAPD ↗
$1.30B RAUM · 29 reps · 512-777-5900
81
JEFFERIES INVESTMENT ADVISERS LLC — grew from 98 to 109 advisory reps. IAPD ↗
$3.10B RAUM · 109 reps · 212-284-2300 · jefferieswealthmanagement.com
80
INTEGRITY ADVISORY SOLUTIONS — grew from 15 to 39 advisory reps. IAPD ↗
$147.5M RAUM · 39 reps · (336) 660-2782 · integritywealthsolutions.com
80
BOSTON FAMILY OFFICE LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$1.74B RAUM · 9 reps · 617-624-0800 · bosfam.com
80
G10 LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$4.33B RAUM · 12 reps · 443-541-2440 · kwiadvisory.com
78
ABOUND WEALTH MANAGEMENT, LLC — grew from 16 to 24 advisory reps. IAPD ↗
$1.07B RAUM · 24 reps · 615-226-3667
78
IRON FINANCIAL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$421.1M RAUM · 8 reps · 847-715-3200 · ironfinancial.com
78
HRC WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$330.0M RAUM · 8 reps · 208-882-5547 · haydenross.com
78
KLR INVESTMENT ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$254.5M RAUM · 5 reps · 401-274-2001
78
EASTOVER CAPITAL MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$327.7M RAUM · 5 reps · 704-336-6818
78
FUND DIRECT ADVISORS INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$524.0M RAUM · 4 reps · 336-271-4450 · funddirectadvisors.com
78
UNCOMMON CENTS INVESTING — now offers financial planning (Item 5G(1)). IAPD ↗
$358.0M RAUM · 3 reps · 608-563-2437 · uncommoncentsinvesting.com
78
TRAVEKA WEALTH, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$531.3M RAUM · 2 reps · (650) 397-2225 · travekawealth.com
77
DAYMARK WEALTH PARTNERS, LLC — grew from 9 to 16 advisory reps. IAPD ↗
$2.50B RAUM · 16 reps · 513-838-2520
76
ENCOMPASS MORE ASSET MANAGEMENT LLC — grew from 32 to 43 advisory reps. IAPD ↗
$228.5M RAUM · 43 reps · 925-272-8850 · encompassmore.com
76
ENTRUST FINANCIAL LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$266.0M RAUM · 5 reps · 610-687-3515 · balancingactbook.com
76
KWB WEALTH — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$853.9M RAUM · 8 reps · 909-307-8220
76
EDGEROCK WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$325.1M RAUM · 9 reps · 303.780.7350
76
STONEBROOK PRIVATE INC. — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$657.3M RAUM · 2 reps · (248) 349-3027 · stonebrookprivate.com
75
TRITONPOINT WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
$1.33B RAUM · 6 reps · (301) 799-9001 · tritonpointwealth.com
75
C.W. O'CONNER WEALTH ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$226.9M RAUM · 2 reps · 770-368-9919
75
YARDLEY WEALTH MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$147.2M RAUM · 2 reps · 267-573-1019
75
TEVIS INVESTMENT MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$171.3M RAUM · 1 reps · (972) 971-2169 · tevisinvest.com
75
BFG WEALTH — now offers financial planning (Item 5G(1)). IAPD ↗
$182.4M RAUM · 3 reps · 405-341-9245 · bfgwealth.net
75
LIONSHEAD WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$139.7M RAUM · 3 reps · 212-967-5466 · lionsheadadvisory.com
75
SIMPLIFIED WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$156.4M RAUM · 5 reps · 601-336-4265 · mysimplifiedwealth.com
75
PARCO WEALTH MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$8.2M RAUM · 2 reps · (833) 467-2726 · goparcowealth.com
75
SAGE ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$147.7M RAUM · 4 reps · 317-363-6204
75
COBBLESTONE ASSET MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$146.3M RAUM · 2 reps · 804-272-8272
74
GHP INVESTMENT ADVISORS INC — grew from 16 to 20 advisory reps. IAPD ↗
$2.44B RAUM · 20 reps · 303-831-5051 · ghpia.com
74
B.O.S.S. RETIREMENT ADVISORS, LLC — grew from 30 to 36 advisory reps. IAPD ↗
$764.0M RAUM · 36 reps · 801-990-5055
74
PALLAS CAPITAL ADVISORS, LLC — grew from 20 to 24 advisory reps. IAPD ↗
$2.97B RAUM · 24 reps · (781) 971-5052 · pallascapitaladvisors.com
73
WAYPOINT CAPITAL ADVISORS, LLC — reported RAUM up 81% ($524.5M -> $949.9M). IAPD ↗
$949.9M RAUM · 8 reps · (612) 438-2470 · waypointcapitaladvisors.com
73
INTELLIGENT WEALTH SOLUTIONS LLC — reported RAUM up 178% ($99.8M -> $277.4M). IAPD ↗
$277.4M RAUM · 1 reps · 877-699-3258
73
SAFEGUARD WEALTH MANAGEMENT — reported RAUM up 84% ($183.6M -> $338.5M). IAPD ↗
$338.5M RAUM · 6 reps · 920-544-0576 · safeguardinvest.com
73
EQ WEALTH ADVISORS — reported RAUM up 262% ($130.0M -> $470.4M). IAPD ↗
$470.4M RAUM · 5 reps · 214-389-6750 · eqwealthadv.com
73
STADION MONEY MANAGEMENT, LLC — grew from 11 to 14 advisory reps. IAPD ↗
$2.33B RAUM · 14 reps · 706-583-5144 · stadionmoney.com
73
BLUE CHIP PARTNERS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
$1.28B RAUM · 15 reps · 248-848-1111 · bluechippartners.com
73
COMPASS ION ADVISORS, LLC — grew from 10 to 13 advisory reps. IAPD ↗
$1.09B RAUM · 13 reps · (610) 228-2200
73
GRANGER MANAGEMENT LLC — grew from 8 to 11 advisory reps. IAPD ↗
$4.91B RAUM · 11 reps · (212) 658-0400 · grangerllc.com
73
LIBERTY WEALTH MANAGEMENT, LLC — grew from 15 to 18 advisory reps. IAPD ↗
$1.22B RAUM · 18 reps · 510-658-1880
73
JGP WEALTH MANAGEMENT, LLC — grew from 9 to 12 advisory reps. IAPD ↗
$1.08B RAUM · 12 reps · 503-446-6450
73
CHICAGO CAPITAL, LLC — grew from 7 to 10 advisory reps. IAPD ↗
$3.53B RAUM · 10 reps · 312-429-2333
73
SAGE MOUNTAIN ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
$2.19B RAUM · 12 reps · (404) 795-8361
73
SYNTEGRA PRIVATE WEALTH GROUP LLC — grew from 9 to 12 advisory reps. IAPD ↗
$1.02B RAUM · 12 reps · 314-802-7232
73
BALANCED WEALTH GROUP LLC — 's provisional registration is now fully approved. IAPD ↗
$341.5M RAUM · 7 reps · (440) 871-6501 · choosebalance.com
73
TRAVEKA WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
$531.3M RAUM · 2 reps · (650) 397-2225 · travekawealth.com
73
CAPITAL INVESTMENT COUNSEL, LLC — 's provisional registration is now fully approved. IAPD ↗
$548.3M RAUM · 2 reps · (303) 381-0200 · cicwealthadvisors.com
73
JPL WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$300.0M RAUM · 3 reps · 303-529-3637 · jplwm.com
73
STABLEPOINT PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗
$534.7M RAUM · 5 reps · (781) 654-4600 · stablepointpartners.com
73
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$275.8M RAUM · 3 reps · 763-201-1025
73
SNIDER FINANCIAL GROUP — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$315.8M RAUM · 5 reps · 425-453-7080 · sniderfinancialgroup.com
73
HUGHES WARREN, INC. — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$159.4M RAUM · 2 reps · 405-418-4080
73
HENDRICKS WEALTH AND ESTATE MANAGEMENT — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$351.7M RAUM · 4 reps · 847-428-3997
73
HARPER INVESTING — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$101.4M RAUM · 3 reps · 408-644-8828 · harperinvesting.com
73
WEALTH MANAGEMENT CPAS, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$156.8M RAUM · 6 reps · 801-272-4357
73
COTTONWOOD CAPITAL ADVISORS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$252.6M RAUM · 3 reps · 9725734030 · cottonwoodcapitaladvisors.com
73
ACORN CREEK CAPITAL LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$426.1M RAUM · 3 reps · 970-818-4820 · acorncreekcapital.com
73
BALANCED WEALTH GROUP LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$341.5M RAUM · 7 reps · (440) 871-6501 · choosebalance.com
72
GUYASUTA INVESTMENT ADVISORS, INCORPORATED — grew from 10 to 12 advisory reps. IAPD ↗
$2.09B RAUM · 12 reps · 412-447-4560 · guyasuta.com
72
DENALI ADVISORS, LLC — grew from 7 to 11 advisory reps. IAPD ↗
$493.4M RAUM · 11 reps · 858-558-3600 · denaliadvisors.com
72
MIDWEST PROFESSIONAL PLANNERS, LTD. — grew from 13 to 17 advisory reps. IAPD ↗
$431.8M RAUM · 17 reps · 715-848-3474
72
PERFORMANCE WEALTH — grew from 7 to 9 advisory reps. IAPD ↗
$2.55B RAUM · 9 reps · (630) 686-5655
71
CHICAGO CAPITAL, LLC — reported RAUM up 56% ($2.26B -> $3.53B). IAPD ↗
$3.53B RAUM · 10 reps · 312-429-2333
71
DOVER ADVISORS, LLC — reported RAUM up 69% ($155.1M -> $261.4M). IAPD ↗
$261.4M RAUM · 6 reps · 804-750-3665 · doveradvisors.com
71
HAVEN WEALTH GROUP — grew from 5 to 8 advisory reps. IAPD ↗
$285.6M RAUM · 8 reps · 713-980-8820
71
PARADIGM WEALTH MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗
$347.9M RAUM · 6 reps · 440-892-5900 · investpwm.com
71
AUSTIN WEALTH MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
$568.4M RAUM · 9 reps · 512-467-2000
71
BENTOAK CAPITAL — grew from 8 to 11 advisory reps. IAPD ↗
$392.1M RAUM · 11 reps · 817-550-6750
71
SFG WEALTH MANAGEMENT — grew from 12 to 15 advisory reps. IAPD ↗
$556.3M RAUM · 15 reps · 410-825-3200
71
MCCAY WEALTH ADVISORY LLC — grew from 2 to 5 advisory reps. IAPD ↗
$284.4M RAUM · 5 reps · 931-728-2130
71
HIGH PROBABILITY ADVISORS, LLC — grew from 8 to 11 advisory reps. IAPD ↗
$679.9M RAUM · 11 reps · 585-485-0135
71
DOVER ADVISORS, LLC — grew from 3 to 6 advisory reps. IAPD ↗
$261.4M RAUM · 6 reps · 804-750-3665 · doveradvisors.com
71
AMERITY WEALTH MANAGEMENT, LLC — grew from 8 to 14 advisory reps. IAPD ↗
$141.0M RAUM · 14 reps · (863) 683-1750 · ameritywm.com
70
COLLEY ASSET MANAGEMENT, INC. — reported RAUM up 64% ($154.3M -> $252.6M). IAPD ↗
$252.6M RAUM · 1 reps · 518-581-0500 · colleyassetmgmt.com
70
NEW HORIZON FINANCIAL STRATEGIES, LLC — reported RAUM up 137% ($61.5M -> $145.4M). IAPD ↗
$145.4M RAUM · 5 reps · 607-275-1275 · strebelcpa.com
70
GASBER FINANCIAL ADVISORS, INC — reported RAUM up 77% ($139.5M -> $247.3M). IAPD ↗
$247.3M RAUM · 2 reps · 916-985-2594 · gasberfinancial.com
70
VALUE INVESTMENT PROFESSIONALS, LLC — reported RAUM up 179% ($45.0M -> $125.8M). IAPD ↗
$125.8M RAUM · 3 reps · 646-383-7757 · valueinvestmentprofessionals.com
70
TRANSGLOBAL ADVISORY, LLC — reported RAUM up 121% ($18.1M -> $39.9M). IAPD ↗
$39.9M RAUM · 29 reps · 626-447-7888 · transglobalus.com
70
CLARK ASSET MANAGEMENT, LLC — reported RAUM up 62% ($281.8M -> $457.3M). IAPD ↗
$457.3M RAUM · 4 reps · 603-237-1341
70
KDM CAPITAL LLC — reported RAUM up 77% ($29.0M -> $51.4M). IAPD ↗
$51.4M RAUM · 1 reps · (646) 844-0238 · kdmcapital.com
70
FENIX TRADING — reported RAUM up 78% ($67.0M -> $119.1M). IAPD ↗
$119.1M RAUM · 3 reps · (646) 652-6561
70
PLEASANT STREET WEALTH ADVISORS, LLC — reported RAUM up 89% ($60.0M -> $113.4M). IAPD ↗
$113.4M RAUM · 2 reps · (978) 732-3115
70
CREEKMUR ASSET MANAGEMENT, LLC — reported RAUM up 64% ($250.8M -> $410.6M). IAPD ↗
$410.6M RAUM · 10 reps · 309-925-2043
70
PICEA CAPITAL LLC — reported RAUM up 313% ($38.3M -> $158.0M). IAPD ↗
$158.0M RAUM · 2 reps · 734 255 7115
70
ATALA FINANCIAL INC — reported RAUM up 61% ($173.1M -> $278.5M). IAPD ↗
$278.5M RAUM · 2 reps · 310.570.2573 · atalafinancial.com
70
AMERITY WEALTH MANAGEMENT, LLC — reported RAUM up 165% ($53.3M -> $141.0M). IAPD ↗
$141.0M RAUM · 14 reps · (863) 683-1750 · ameritywm.com
70
ENCOMPASS MORE ASSET MANAGEMENT LLC — reported RAUM up 102% ($113.3M -> $228.5M). IAPD ↗
$228.5M RAUM · 43 reps · 925-272-8850 · encompassmore.com
70
VARRA WEALTH MANAGEMENT LLC — reported RAUM up 84% ($106.9M -> $196.6M). IAPD ↗
$196.6M RAUM · 5 reps · 303 665 2822
70
PEREGRINE ASSET ADVISERS, INC. — grew from 2 to 4 advisory reps. IAPD ↗
$519.7M RAUM · 4 reps · 503-459-4651 · peregrineaa.com
70
WATERFORD ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$300.3M RAUM · 6 reps · 716-580-3906 · waterfordadv.com
70
MENDOTA FINANCIAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$431.1M RAUM · 6 reps · (608) 223-9211
70
SACHETTA, LLC — grew from 9 to 11 advisory reps. IAPD ↗
$720.2M RAUM · 11 reps · 781-233-4138
70
ASPEN WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
$368.4M RAUM · 6 reps · 817-546-6353 · aspenwealthmgmt.com
70
TRUVESTMENTS CAPITAL LLC — grew from 10 to 12 advisory reps. IAPD ↗
$362.7M RAUM · 12 reps · 941-753-3814
70
CANOPY 360 WEALTH, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$260.6M RAUM · 5 reps · (352) 369-1120
70
REGENT PEAK WEALTH ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$611.5M RAUM · 7 reps · 470-867-3550
70
COGENTBLUE — grew from 2 to 4 advisory reps. IAPD ↗
$625.8M RAUM · 4 reps · 865-309-5892 · cogentbluewealth.com
70
BEVERLY HILLS PRIVATE WEALTH, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$696.0M RAUM · 5 reps · 310-388-3800
70
EQ WEALTH ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
$470.4M RAUM · 5 reps · 214-389-6750 · eqwealthadv.com
70
BURR FINANCIAL SERVICES, LLC — 's provisional registration is now fully approved. IAPD ↗
$118.5M RAUM · 3 reps · 925-676-6007
70
VARRA WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
$196.6M RAUM · 5 reps · 303 665 2822
70
PANORAMA WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$93.6M RAUM · 2 reps · 720-356-0779 · pwa.llc
70
BGV FINANCIAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$120.5M RAUM · 1 reps · 305-615-2070
70
INDEX TECHNOLOGIES GROUP LLC — 's provisional registration is now fully approved. IAPD ↗
$28.7M RAUM · 4 reps · 212-466-6760
70
LAKE WATER ADVISORY, LLC — 's provisional registration is now fully approved. IAPD ↗
$40.0M RAUM · 1 reps · 315-730-7432 · lakewatercap.com
70
SALIENT WEALTH PLANNING — 's provisional registration is now fully approved. IAPD ↗
$166.0M RAUM · 2 reps · 858-768-0094 · salientwealthplanning.com
70
STONEBRIDGE WEALTH SYSTEMS LLC — 's provisional registration is now fully approved. IAPD ↗
$102.0M RAUM · 6 reps · 308-698-0144 · stonebridgeiwm.com
70
STAVIS WEALTH TRANSFER SOLUTIONS — 's provisional registration is now fully approved. IAPD ↗
$53.8M RAUM · 2 reps · 713-391-8200 · wealthtransfersolutions.com
70
KELLER FINANCIAL GROUP — 's provisional registration is now fully approved. IAPD ↗
$106.8M RAUM · 2 reps · 717-516-0700
70
DBD RETIREMENT AND FINANCIAL SERVICES — 's provisional registration is now fully approved. IAPD ↗
$130.2M RAUM · 1 reps · 703-791-5955 · dbdfinancial.com
70
PERMANENT CAPITAL MANAGEMENT, LP — 's provisional registration is now fully approved. IAPD ↗
$121.6M RAUM · 1 reps · 312-961-8251
70
DELARME WEALTH MANAGEMENT, INC. — 's provisional registration is now fully approved. IAPD ↗
$156.6M RAUM · 2 reps · 424-250-1725
70
DECISIONMAP WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$177.4M RAUM · 3 reps · (703) 520-1160 · decisionmap.com
70
NOLET WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$136.6M RAUM · 2 reps · 817-350-4342 · noletwealth.com
70
LESLIE GLOBAL WEALTH, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$361.7M RAUM · 3 reps · 312-946-1000 · leslieglobalwealth.com
70
LIGHT FINANCIAL SERVICES, INC. — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$125.8M RAUM · 2 reps · 701.356.5106 · lightfinancialservices.com
70
CORE WEALTH ADVISORS, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$506.4M RAUM · 8 reps · 863-904-4745 · guidingyourwealth.com
70
SHUM FINANCIAL GROUP, INC. — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$246.1M RAUM · 4 reps · 510-748-7462 · shumfinancial.com
70
IMPACT INVESTORS — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$267.9M RAUM · 5 reps · 888-463-6861 · theimpactinvestors.com
70
EVEXIA WEALTH, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$262.5M RAUM · 5 reps · (715) 344-9496 · evexiawealth.com
70
VARRA WEALTH MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$196.6M RAUM · 5 reps · 303 665 2822
70
DIAZO, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$132.7M RAUM · 3 reps · 702-745-1800
69
BROKERS FINANCIAL — reported RAUM up 47% ($1.36B -> $2.00B). IAPD ↗
$2.00B RAUM · 173 reps · 877-886-1939
69
DYNAMIC WEALTH ADVISORS — reported RAUM up 48% ($3.25B -> $4.83B). IAPD ↗
$4.83B RAUM · 76 reps · (877) 257-3840 · lifestonefo.com
69
GILPIN WEALTH MANAGEMENT LLC — reported RAUM up 71% ($100.3M -> $171.2M). IAPD ↗
$171.2M RAUM · 4 reps · 720-893-2800 · gilpinwealth.com
69
MICHELS FAMILY FINANCIAL, LLC — reported RAUM up 75% ($138.8M -> $242.6M). IAPD ↗
$242.6M RAUM · 2 reps · 817-719-9999 · michelsfamilyfinancial.com
69
CLARUS WEALTH ADVISORS, LLC — grew from 12 to 16 advisory reps. IAPD ↗
$222.9M RAUM · 16 reps · 623-583-6840 · heritagecapitalaz.com
68
MISSION WEALTH MANAGEMENT, LP — reported RAUM up 42% ($4.98B -> $7.07B). IAPD ↗
$7.07B RAUM · 72 reps · 805-882-2360
68
DERBEND ASSET MANAGEMENT — reported RAUM up 51% ($192.6M -> $290.1M). IAPD ↗
$290.1M RAUM · 4 reps · 770-631-4007
68
LESLIE GLOBAL WEALTH, LLC — reported RAUM up 53% ($235.8M -> $361.7M). IAPD ↗
$361.7M RAUM · 3 reps · 312-946-1000 · leslieglobalwealth.com
68
RIVER STREET ADVISORS, LLC — reported RAUM up 55% ($204.6M -> $316.2M). IAPD ↗
$316.2M RAUM · 9 reps · 630-906-5501 · oldsecond.com
68
YOUR FINANCIAL PHARMACIST — reported RAUM up 66% ($16.7M -> $27.7M). IAPD ↗
$27.7M RAUM · 5 reps · 614-618-5901
68
SAGE MOUNTAIN ADVISORS, LLC — reported RAUM up 43% ($1.53B -> $2.19B). IAPD ↗
$2.19B RAUM · 12 reps · (404) 795-8361
68
KATHMERE CAPITAL MANAGEMENT, LLC — reported RAUM up 45% ($1.27B -> $1.84B). IAPD ↗
$1.84B RAUM · 13 reps · 610-989-3900
68
MAINSAIL FINANCIAL GROUP — reported RAUM up 69% ($113.6M -> $191.6M). IAPD ↗
$191.6M RAUM · 4 reps · (425) 502-7693
68
ADASINA SOCIAL CAPITAL — grew from 6 to 9 advisory reps. IAPD ↗
$232.9M RAUM · 9 reps · 415-986-5500
68
KAUFMAN ROSSIN WEALTH, LLC — grew from 3 to 6 advisory reps. IAPD ↗
$224.8M RAUM · 6 reps · 305-646-6071 · kaufmanrossinwealth.com
68
MARIDEA WEALTH MANAGEMENT — grew from 1 to 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 269-598-0939 · marideawealth.com
67
BARTON INVESTMENT MANAGEMENT, LLC — reported RAUM up 49% ($567.8M -> $846.2M). IAPD ↗
$846.2M RAUM · 3 reps · 610-226-4040 · bartonim.com
67
SILVER ADVISORS, LLC — reported RAUM up 60% ($42.5M -> $68.1M). IAPD ↗
$68.1M RAUM · 1 reps · 646-531-5313
67
LIBERTY ONE INVESTMENT MANAGEMENT — reported RAUM up 36% ($1.45B -> $1.97B). IAPD ↗
$1.97B RAUM · 18 reps · 847-680-9255
67
OCTAVIA WEALTH ADVISORS LLC — reported RAUM up 35% ($1.07B -> $1.44B). IAPD ↗
$1.44B RAUM · 28 reps · (513) 762-7701
67
36 NORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($1.33B -> $1.81B). IAPD ↗
$1.81B RAUM · 3 reps · 479-250-9540 · 36northcapital.com
67
HAMPSHIRE FAMILY OFFICE — reported RAUM up 36% ($1.33B -> $1.81B). IAPD ↗
$1.81B RAUM · 5 reps · 914-548-1145 · hampshirefamilyoffice.com
67
FINANCIAL NAVIGATORS INC. — grew from 4 to 6 advisory reps. IAPD ↗
$182.2M RAUM · 6 reps · 978-952-6800
67
ELAN WEALTH MANAGEMENT, L.L.C. — grew from 1 to 3 advisory reps. IAPD ↗
$135.0M RAUM · 3 reps · (252) 255-1700 · elanwealthmanagement.com
67
LIFETIME WEALTH MANAGEMENT, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$158.1M RAUM · 3 reps · 507-288-5587
67
BEACON WEALTH CONSULTANTS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
$203.8M RAUM · 12 reps · 540-345-3891 · lightpointportfoliosolutions.com
67
WORTH ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
$179.3M RAUM · 11 reps · 704-731-0121 · worthadvisors.com
67
BFG WEALTH — grew from 1 to 3 advisory reps. IAPD ↗
$182.4M RAUM · 3 reps · 405-341-9245 · bfgwealth.net
67
FOUR POINTS ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$30.6M RAUM · 5 reps · 646-300-6129 · 4pointsadvisors.com
67
SUMMIT FINANCIAL — grew from 6 to 8 advisory reps. IAPD ↗
$196.5M RAUM · 8 reps · 410-584-9600 · sumfi.com
67
ROCKPORT WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
$123.0M RAUM · 9 reps · (216) 226-4560
67
COLORADO WEALTH GROUP LLC — grew from 7 to 9 advisory reps. IAPD ↗
$175.8M RAUM · 9 reps · 720-729-2500 · coloradowealthgroup.com
67
GILPIN WEALTH MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
$171.2M RAUM · 4 reps · 720-893-2800 · gilpinwealth.com
67
DAUS FINANCIAL GROUP, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$154.1M RAUM · 3 reps · (269) 321-7472 · dausfinancial.com
67
PUREFI WEALTH, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$95.6M RAUM · 4 reps · (617) 488-9320 · purefiwealth.com
67
CAPITAL A WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
$149.2M RAUM · 8 reps · 724-658-4211
67
WEALTH FORWARD, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$170.3M RAUM · 2 reps · 701-293-5789 · mywealthforward.com
67
FINANCIAL PARTNERS GROUP, LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$617.7M RAUM · 4 reps · 615-230-9700 · financialpartnersgroupllc.com
67
ENSPYRE WEALTH ADVISORS, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$159.3M RAUM · 1 reps · 651-203-7920 · enspyrewealth.com
67
FLAX POND CAPITAL, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$156.9M RAUM · 2 reps · 508-548-2219 · flaxpondcapital.com
66
BROWN, LISLE/CUMMINGS, INC — reported RAUM up 44% ($238.8M -> $342.8M). IAPD ↗
$342.8M RAUM · 7 reps · 401-421-8900
66
TRAPHAGEN FINANCIAL GROUP — reported RAUM up 33% ($1.15B -> $1.53B). IAPD ↗
$1.53B RAUM · 10 reps · 201-262-1040 · tfgllc.com
66
LUTZ FINANCIAL — reported RAUM up 32% ($1.73B -> $2.28B). IAPD ↗
$2.28B RAUM · 10 reps · 402-827-2300
66
EGI FINANCIAL, INC. — reported RAUM up 40% ($205.5M -> $288.5M). IAPD ↗
$288.5M RAUM · 8 reps · 330-374-1932 · egifinancial.com
66
FINANCIAL PLANNING SERVICES — reported RAUM up 56% ($98.3M -> $153.4M). IAPD ↗
$153.4M RAUM · 5 reps · 260-469-3218
66
VISIONARY HORIZONS, LLC — reported RAUM up 43% ($176.4M -> $252.6M). IAPD ↗
$252.6M RAUM · 9 reps · 865-675-8496 · visionaryhorizons.com
66
OHANA ADVISORS — reported RAUM up 30% ($1.64B -> $2.13B). IAPD ↗
$2.13B RAUM · 4 reps · 415-226-4710 · ohanaadvisors.com
66
MIRAMONTES CAPITAL, LLC — reported RAUM up 44% ($180.0M -> $259.9M). IAPD ↗
$259.9M RAUM · 4 reps · 1-800-460-1595
66
JAZZ WEALTH MANAGERS, INC. — reported RAUM up 43% ($254.0M -> $363.4M). IAPD ↗
$363.4M RAUM · 3 reps · 727.492.0314 · jazzwealth.com
66
ALAETHES WEALTH, LLC — reported RAUM up 43% ($269.1M -> $385.9M). IAPD ↗
$385.9M RAUM · 3 reps · 858-735-9685 · alaethes.com
66
PERFORMANCE WEALTH — reported RAUM up 34% ($1.90B -> $2.55B). IAPD ↗
$2.55B RAUM · 9 reps · (630) 686-5655
66
ANEW ADVISORS, LLC — reported RAUM up 58% ($31.9M -> $50.5M). IAPD ↗
$50.5M RAUM · 2 reps · 414-704-2875
66
CLARENDON PRIVATE LLC — reported RAUM up 43% ($230.4M -> $328.6M). IAPD ↗
$328.6M RAUM · 7 reps · (617) 927 7999 · clarendonprivate.com
66
DOGWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 59% ($93.4M -> $148.6M). IAPD ↗
$148.6M RAUM · 2 reps · (913) 232-2900 · fb.com
65
DOLAN MCENIRY CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($7.35B -> $9.49B). IAPD ↗
$9.49B RAUM · 13 reps · 312-345-4800
65
RADEMACHER FINANCIAL, INC. — reported RAUM up 52% ($119.1M -> $180.5M). IAPD ↗
$180.5M RAUM · 5 reps · 785-865-5308 · rademacherfinancial.com
65
SIMPLYRICH — reported RAUM up 35% ($243.2M -> $329.3M). IAPD ↗
$329.3M RAUM · 2 reps · 866-589-0430 · simplyrich.com
65
PROVIDENCE FINANCIAL ADVISORS, LLC — reported RAUM up 38% ($298.3M -> $412.2M). IAPD ↗
$412.2M RAUM · 3 reps · 913-323-0535 · pfa-llc.com
65
DAY HAGAN ASSET MANAGEMENT — reported RAUM up 35% ($636.2M -> $861.3M). IAPD ↗
$861.3M RAUM · 4 reps · 941-330-1702
65
CALLAN CAPITAL, LLC — reported RAUM up 28% ($1.48B -> $1.88B). IAPD ↗
$1.88B RAUM · 7 reps · 858-551-3800
65
HAVEN WEALTH GROUP — reported RAUM up 39% ($205.6M -> $285.6M). IAPD ↗
$285.6M RAUM · 8 reps · 713-980-8820
65
MACROVIEW INVESTMENT MANAGEMENT LLC — reported RAUM up 37% ($197.4M -> $270.9M). IAPD ↗
$270.9M RAUM · 4 reps · 301-907-6794
65
KILEY JUERGENS WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($1.28B -> $1.62B). IAPD ↗
$1.62B RAUM · 6 reps · 360-350-4747 · kj-wm.com
65
CARSONALLARIA WEALTH MANAGEMENT, LTD. — reported RAUM up 36% ($345.3M -> $469.8M). IAPD ↗
$469.8M RAUM · 5 reps · 618-288-9505
65
OCTAVIA INVESTMENTS LLC — reported RAUM up 52% ($126.2M -> $192.1M). IAPD ↗
$192.1M RAUM · 1 reps · 775-241-8140 · octaviainvestments.com
65
CABLE HILL PARTNERS, LLC — reported RAUM up 27% ($1.31B -> $1.67B). IAPD ↗
$1.67B RAUM · 14 reps · (888) 313-0417 · cablehill.com
65
INDEPENDENT ADVISOR ALLIANCE, LLC — reported RAUM up 27% ($10.10B -> $12.83B). IAPD ↗
$12.83B RAUM · 228 reps · 888.430.1555 · straightarrowfg.com
65
BUSKA WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($194.6M -> $268.0M). IAPD ↗
$268.0M RAUM · 6 reps · 715-355-4445
65
BCS PRIVATE WEALTH MANAGEMENT — reported RAUM up 38% ($245.8M -> $339.9M). IAPD ↗
$339.9M RAUM · 4 reps · 732-291-7272 · bc-wm.com
65
KINETIC INVESTMENT MANAGEMENT, INC. — reported RAUM up 38% ($249.3M -> $343.6M). IAPD ↗
$343.6M RAUM · 13 reps · (800) 711-4818
65
CAPITOL PRIVATE WEALTH GROUP LLC — reported RAUM up 40% ($256.0M -> $357.8M). IAPD ↗
$357.8M RAUM · 4 reps · (703) 226-0008 · capitolpwg.com
65
TRUVESTMENTS CAPITAL LLC — reported RAUM up 36% ($265.9M -> $362.7M). IAPD ↗
$362.7M RAUM · 12 reps · 941-753-3814
65
GREY FOX WEALTH ADVISORS, LLC — reported RAUM up 39% ($274.4M -> $382.6M). IAPD ↗
$382.6M RAUM · 4 reps · 302-482-3211 · greyfoxwealth.com
65
PALLAS CAPITAL ADVISORS, LLC — reported RAUM up 29% ($2.30B -> $2.97B). IAPD ↗
$2.97B RAUM · 24 reps · (781) 971-5052 · pallascapitaladvisors.com
65
AMPLIUS WEALTH ADVISORS — reported RAUM up 25% ($1.01B -> $1.27B). IAPD ↗
$1.27B RAUM · 8 reps · 215-310-7770 · ampliuswealth.com
65
CONSILIO WEALTH ADVISORS, LLC — reported RAUM up 36% ($265.3M -> $359.7M). IAPD ↗
$359.7M RAUM · 6 reps · (206) 533-3670
65
EVEXIA WEALTH, LLC — reported RAUM up 37% ($192.3M -> $262.5M). IAPD ↗
$262.5M RAUM · 5 reps · (715) 344-9496 · evexiawealth.com
64
BCG SECURITIES, INC. — reported RAUM up 33% ($516.3M -> $685.8M). IAPD ↗
$685.8M RAUM · 30 reps · 856-393-1950 · michaelrochonchou.com
64
BOUVEL INVESTMENT PARTNERS, LLC — reported RAUM up 30% ($205.8M -> $267.9M). IAPD ↗
$267.9M RAUM · 2 reps · 610-933-3300 · bouvel.com
64
MOIRAI WEALTH MANAGEMENT LLC — reported RAUM up 32% ($272.4M -> $360.0M). IAPD ↗
$360.0M RAUM · 1 reps · 415-981-1541 · moirai.com
64
SCOTT MARSH FINANCIAL, LLC — reported RAUM up 46% ($100.6M -> $147.2M). IAPD ↗
$147.2M RAUM · 1 reps · 801-272-4677
64
ELITE WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($742.2M -> $996.3M). IAPD ↗
$996.3M RAUM · 4 reps · 425-828-4300 · elitewm.com
64
MENDOTA FINANCIAL GROUP, LLC — reported RAUM up 32% ($326.3M -> $431.1M). IAPD ↗
$431.1M RAUM · 6 reps · (608) 223-9211
64
TURNER CAPITAL INVESTMENTS, LLC — reported RAUM up 45% ($73.5M -> $106.9M). IAPD ↗
$106.9M RAUM · 2 reps · 855-678-8200
64
KEENER FINANCIAL PLANNING — reported RAUM up 32% ($221.7M -> $293.7M). IAPD ↗
$293.7M RAUM · 9 reps · 817-993-0401 · keenerfinancial.com
64
FINANCIAL HARVEST WEALTH ADVISORS — reported RAUM up 34% ($276.4M -> $371.6M). IAPD ↗
$371.6M RAUM · 6 reps · 407-937-0707
64
PARADIGM WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($261.1M -> $347.9M). IAPD ↗
$347.9M RAUM · 6 reps · 440-892-5900 · investpwm.com
64
OAK WEALTH ADVISORS LLC — reported RAUM up 34% ($211.2M -> $283.3M). IAPD ↗
$283.3M RAUM · 3 reps · 847-945-8888 · oakwealth.com
64
BLOSSOM WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($203.2M -> $269.9M). IAPD ↗
$269.9M RAUM · 3 reps · 925-833-9999
64
R. SEEGER WEALTH MANAGEMENT, LTD — reported RAUM up 45% ($39.1M -> $56.9M). IAPD ↗
$56.9M RAUM · 1 reps · 631-592-9729
64
M3 ADVISORY GROUP, LLC — reported RAUM up 31% ($213.0M -> $279.0M). IAPD ↗
$279.0M RAUM · 3 reps · (781) 371-2670 · m3familyoffice.com
64
CLEVELAND WEALTH, LLC — reported RAUM up 30% ($588.5M -> $767.8M). IAPD ↗
$767.8M RAUM · 6 reps · (216) 810-5900
64
INTEGRATED CAPITAL MANAGEMENT — reported RAUM up 34% ($211.2M -> $283.2M). IAPD ↗
$283.2M RAUM · 4 reps · 248-593-8900
64
NIA IMPACT CAPITAL — reported RAUM up 33% ($274.5M -> $366.0M). IAPD ↗
$366.0M RAUM · 4 reps · 510-319-9221
64
AVAII WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($303.7M -> $409.6M). IAPD ↗
$409.6M RAUM · 8 reps · (920) 214-1212 · avaii.com
64
OAKMONT WEALTH ADVISORY, LLC — reported RAUM up 32% ($218.2M -> $288.1M). IAPD ↗
$288.1M RAUM · 5 reps · 571-313-5125
64
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($202.4M -> $265.7M). IAPD ↗
$265.7M RAUM · 3 reps · (480) 557-9727
64
COLORADO WEALTH GROUP LLC — reported RAUM up 48% ($119.0M -> $175.8M). IAPD ↗
$175.8M RAUM · 9 reps · 720-729-2500 · coloradowealthgroup.com
64
PROSPECT FINANCIAL SERVICES LLC — reported RAUM up 32% ($228.7M -> $300.8M). IAPD ↗
$300.8M RAUM · 7 reps · 631-424-5218 · profinserv.net
64
NEW INSIGHT WEALTH ADVISORS — reported RAUM up 31% ($196.8M -> $258.3M). IAPD ↗
$258.3M RAUM · 3 reps · 925-236-2525 · newinsightwealth.com
64
INVENIO WEALTH PARTNERS, LLC — reported RAUM up 34% ($216.4M -> $289.7M). IAPD ↗
$289.7M RAUM · 2 reps · 971-371-3450
64
BURR FINANCIAL SERVICES, LLC — reported RAUM up 46% ($81.4M -> $118.5M). IAPD ↗
$118.5M RAUM · 3 reps · 925-676-6007
64
LYNX ADVISORY PARTNERS — reported RAUM up 46% ($112.3M -> $163.6M). IAPD ↗
$163.6M RAUM · 4 reps · (305) 772-7137
64
PEREGRINE ASSET ADVISERS, INC. — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$519.7M RAUM · 4 reps · 503-459-4651 · peregrineaa.com
64
ACAP ASSET MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$206.4M RAUM · 5 reps · 8182728511
64
CRESCENT FINANCIAL ADVISORS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$159.7M RAUM · 2 reps · (864) 888-2666
64
MASCOMA WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$435.3M RAUM · 8 reps · 603-676-8813 · mascomabank.com
64
WR WEALTH PLANNERS LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$482.2M RAUM · 15 reps · 573-875-3939 · wrwealth.com
64
TRANSCENDENT CAPITAL GROUP — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$248.5M RAUM · 7 reps · 405-341-9188 · transcendentcapitalgroup.com
64
MAINSAIL FINANCIAL GROUP — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$191.6M RAUM · 4 reps · (425) 502-7693
64
LAKE WATER ADVISORY, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$40.0M RAUM · 1 reps · 315-730-7432 · lakewatercap.com
64
JPL WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$300.0M RAUM · 3 reps · 303-529-3637 · jplwm.com
63
VICTORIA CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($207.6M -> $264.9M). IAPD ↗
$264.9M RAUM · 2 reps · 843-342-3044 · vcm.us.com
63
REZNY WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($268.3M -> $347.5M). IAPD ↗
$347.5M RAUM · 2 reps · 800-618-8577 · reznywealth.com
63
WINCH FINANCIAL — reported RAUM up 26% ($333.9M -> $420.2M). IAPD ↗
$420.2M RAUM · 12 reps · 920-739-8577 · winchfinancial.com
63
WP ADVISORS, LLC — reported RAUM up 27% ($338.9M -> $431.2M). IAPD ↗
$431.2M RAUM · 2 reps · 415-777-2900 · wpadvisorsllc.com
63
FOUNDERS CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($543.9M -> $693.8M). IAPD ↗
$693.8M RAUM · 4 reps · 860.308.0061 · foundcapital.com
63
CENTERPOINT WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($225.8M -> $287.9M). IAPD ↗
$287.9M RAUM · 3 reps · (317) 973-7700
63
WISE PLANNING, INC. — reported RAUM up 26% ($368.5M -> $465.2M). IAPD ↗
$465.2M RAUM · 6 reps · 847-834-9473 · wiseplanning.com
63
HORIKO CAPITAL MANAGEMENT LLC — reported RAUM up 25% ($252.2M -> $316.4M). IAPD ↗
$316.4M RAUM · 3 reps · 3472846751 · horikocapital.com
63
OLIVER CAPITAL MANAGEMENT — reported RAUM up 26% ($289.2M -> $364.7M). IAPD ↗
$364.7M RAUM · 1 reps · 206-775-7500 · olivercapital.com
63
ALLEN WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($382.3M -> $478.5M). IAPD ↗
$478.5M RAUM · 3 reps · 828-268-9693
63
PROSPECT HILL MANAGEMENT, LLC — reported RAUM up 44% ($121.5M -> $175.1M). IAPD ↗
$175.1M RAUM · 1 reps · 908-277-0159 · prospecthill.net
63
STRATEGIC INVESTMENT SOLUTIONS, INC. — reported RAUM up 28% ($611.0M -> $780.0M). IAPD ↗
$780.0M RAUM · 12 reps · 708-645-8820 · sisfp.com
63
MTM FINANCIAL GROUP, LLC — reported RAUM up 29% ($377.8M -> $488.2M). IAPD ↗
$488.2M RAUM · 8 reps · 610-746-7007
63
CMH WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($555.9M -> $695.1M). IAPD ↗
$695.1M RAUM · 5 reps · (603) 379-8161
63
ASPEN WEALTH MANAGEMENT — reported RAUM up 27% ($290.6M -> $368.4M). IAPD ↗
$368.4M RAUM · 6 reps · 817-546-6353 · aspenwealthmgmt.com
63
CENTERLINE WEALTH ADVISORS, LLC — reported RAUM up 26% ($207.8M -> $261.0M). IAPD ↗
$261.0M RAUM · 4 reps · (502) 242-1561
63
AXIS WEALTH PARTNERS, LLC — reported RAUM up 40% ($172.7M -> $242.1M). IAPD ↗
$242.1M RAUM · 6 reps · 401-441-5111 · axiswp.com
63
LECONTE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($208.5M -> $262.0M). IAPD ↗
$262.0M RAUM · 5 reps · (865) 379-8200
63
FINANCIAL COACH — reported RAUM up 26% ($239.5M -> $300.8M). IAPD ↗
$300.8M RAUM · 5 reps · 484-887-0452
63
B.O.S.S. RETIREMENT ADVISORS, LLC — reported RAUM up 30% ($588.0M -> $764.0M). IAPD ↗
$764.0M RAUM · 36 reps · 801-990-5055
63
SYMPHONY FINANCIAL, LTD. CO. — reported RAUM up 26% ($616.4M -> $774.5M). IAPD ↗
$774.5M RAUM · 19 reps · 281-272-6800
63
LLOYD PARK, LLC — reported RAUM up 41% ($117.9M -> $166.4M). IAPD ↗
$166.4M RAUM · 1 reps · 846-635-3951
63
DEDORA CAPITAL, INC. — reported RAUM up 25% ($339.6M -> $424.7M). IAPD ↗
$424.7M RAUM · 4 reps · 707-253-0681
63
PINNACLE PEAK PRIVATE CLIENT GROUP, LLC — reported RAUM up 29% ($261.5M -> $338.4M). IAPD ↗
$338.4M RAUM · 4 reps · 480-771-4301 · pinpeakpcg.com
63
ZANETTI FINANCIAL, LLC — reported RAUM up 28% ($215.9M -> $276.4M). IAPD ↗
$276.4M RAUM · 2 reps · 505-250-3754 · zanettifinancial.com
63
WHIPPLEWOOD ADVISORS, LLC — reported RAUM up 28% ($208.1M -> $267.4M). IAPD ↗
$267.4M RAUM · 5 reps · 303-989-7600
63
LEXAURUM ADVISORS — reported RAUM up 30% ($604.1M -> $784.2M). IAPD ↗
$784.2M RAUM · 31 reps · 913-261-9316 · tdcwealthmgmt.com
63
MOKOSAK ADVISORY GROUP, LLC — reported RAUM up 26% ($228.3M -> $288.1M). IAPD ↗
$288.1M RAUM · 4 reps · (515) 223-5404 · mokosakadvisorygroup.com
63
CLEAR CREEK ADVISORS — reported RAUM up 28% ($294.2M -> $376.3M). IAPD ↗
$376.3M RAUM · 5 reps · (720) 642-8348
63
UPPER LEFT WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($102.0M -> $144.3M). IAPD ↗
$144.3M RAUM · 2 reps · 917-768-3390 · upperleftwealth.com
63
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES — reported RAUM up 25% ($302.1M -> $378.3M). IAPD ↗
$378.3M RAUM · 2 reps · (859) 626-3400
63
HIGH PROBABILITY ADVISORS, LLC — reported RAUM up 25% ($542.1M -> $679.9M). IAPD ↗
$679.9M RAUM · 11 reps · 585-485-0135
63
HENDRICKS WEALTH AND ESTATE MANAGEMENT — reported RAUM up 28% ($274.0M -> $351.7M). IAPD ↗
$351.7M RAUM · 4 reps · 847-428-3997
63
HILLTOP WEALTH SOLUTIONS — reported RAUM up 28% ($317.3M -> $407.1M). IAPD ↗
$407.1M RAUM · 7 reps · 574-889-7526
63
MORGANROSEL WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($316.2M -> $409.9M). IAPD ↗
$409.9M RAUM · 2 reps · 303.647.3801 · morganrosel.com
63
DOVETAIL WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($220.9M -> $278.3M). IAPD ↗
$278.3M RAUM · 3 reps · (512) 352-1613 · dovetailwealth.com
63
ALTA WEALTH ADVISORS LLC — reported RAUM up 30% ($308.7M -> $400.2M). IAPD ↗
$400.2M RAUM · 5 reps · 781-404-6909 · altawealthadvisors.com
63
MCGUIRE WEALTH MANAGEMENT — reported RAUM up 27% ($558.2M -> $707.6M). IAPD ↗
$707.6M RAUM · 3 reps · 401-364-5000 · mcguirewealth.com
63
SANDBOX FINANCIAL PARTNERS, LLC — reported RAUM up 27% ($364.5M -> $463.7M). IAPD ↗
$463.7M RAUM · 5 reps · (301) 214-4190 · sandboxfp.com
63
MBL ADVISORS — reported RAUM up 29% ($731.8M -> $946.2M). IAPD ↗
$946.2M RAUM · 10 reps · 704-333-8461
63
SYNERGY FG — reported RAUM up 40% ($157.1M -> $220.1M). IAPD ↗
$220.1M RAUM · 4 reps · 888-734-2006 X3
63
YARGER WEALTH STRATEGIES, LLC — reported RAUM up 29% ($310.6M -> $401.6M). IAPD ↗
$401.6M RAUM · 4 reps · (614) 882-2954 · yargerwealth.com
63
EDGEROCK WEALTH MANAGEMENT — reported RAUM up 29% ($252.9M -> $325.1M). IAPD ↗
$325.1M RAUM · 9 reps · 303.780.7350
63
WEALTH MANAGEMENT GROUP, L.L.C. — reported RAUM up 25% ($528.1M -> $660.3M). IAPD ↗
$660.3M RAUM · 7 reps · 847-907-9600 · investwithwmg.com
63
TIDEMARK, LLC — reported RAUM up 29% ($193.4M -> $250.5M). IAPD ↗
$250.5M RAUM · 6 reps · 888-791-0197
63
ANDERSON HOAGLAND & CO — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.06B RAUM · 6 reps · 314-726-2107 · ahco.com
63
DESTINATION WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$3.70B RAUM · 32 reps · 925-935-2900 · destinationwm.com
63
MARCUM WEALTH, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.58B RAUM · 38 reps · 440-459-5900 · aurumwealth.com
63
EVANSON ASSET MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$4.85B RAUM · 5 reps · 831-333-2060 · evansonasset.com
63
ALLY INVEST ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.13B RAUM · 12 reps · 855-880-2559 · ally.com
63
CAPTRUST FINANCIAL ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.70B RAUM · 21 reps · (616) 392-5332 · ctfa.com
63
OPEROSE ADVISORS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.25B RAUM · 7 reps · 414-209-3280
62
DOHENY ASSET MANAGEMENT, L.L.C. — reported RAUM up 35% ($107.3M -> $145.1M). IAPD ↗
$145.1M RAUM · 3 reps · 213-802-7806 · dohenyasset.com
62
ELTEKON ADVISORS, LLC. — reported RAUM up 39% ($144.0M -> $200.0M). IAPD ↗
$200.0M RAUM · 5 reps · 512-477-3200 · eltekon.com
62
DBS INVESTMENT ADVISERS, LLC — reported RAUM up 39% ($165.0M -> $228.7M). IAPD ↗
$228.7M RAUM · 3 reps · 800-327-2377 · dbsia.net
62
KEYSTONE FINANCIAL GROUP, INC. — reported RAUM up 35% ($133.2M -> $180.2M). IAPD ↗
$180.2M RAUM · 4 reps · 770-698-9816 · keystonefg.com
62
INVERLOCHY CAPITAL, INC. — reported RAUM up 38% ($24.8M -> $34.3M). IAPD ↗
$34.3M RAUM · 1 reps · 705-887-6953 · inverlochycapital.com
62
SPECTRUM WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($173.0M -> $234.2M). IAPD ↗
$234.2M RAUM · 4 reps · 949-597-0101 · swmadvisors.com
62
EVEREST MANAGEMENT CORP. — reported RAUM up 39% ($160.2M -> $222.4M). IAPD ↗
$222.4M RAUM · 2 reps · (408) 502-6015
62
LEGACY WEALTH MANAGEMENT INC. — reported RAUM up 36% ($104.6M -> $141.7M). IAPD ↗
$141.7M RAUM · 3 reps · 877-650-4738
62
VALUES ADDED FINANCIAL — reported RAUM up 38% ($124.7M -> $172.6M). IAPD ↗
$172.6M RAUM · 5 reps · 202-599-0915
62
JM2 CAPITAL INC. — reported RAUM up 39% ($112.1M -> $156.1M). IAPD ↗
$156.1M RAUM · 2 reps · (405) 285-2878
62
PARLIN ADVISORS LLC — reported RAUM up 35% ($37.5M -> $50.8M). IAPD ↗
$50.8M RAUM · 1 reps · (908) 377-4202 · parlinadvisors.com
62
ROCHESTER INVESTMENTS — reported RAUM up 36% ($33.5M -> $45.7M). IAPD ↗
$45.7M RAUM · 2 reps · 585-568-6656 · rochesterinvestments.com
62
CROWN OAK ADVISORS — reported RAUM up 39% ($133.3M -> $184.9M). IAPD ↗
$184.9M RAUM · 2 reps · 415-710-8197 · crownoakadvisors.com
62
SAGE ADVISORS LLC — reported RAUM up 36% ($108.4M -> $147.7M). IAPD ↗
$147.7M RAUM · 4 reps · 317-363-6204
62
FINANCIAL DESIGNS WEALTH MANAGEMENT — reported RAUM up 37% ($100.4M -> $137.7M). IAPD ↗
$137.7M RAUM · 2 reps · 786-388-0030 · financialdesignswealth.com
62
VIRTUS FINANCIAL PARTNERS — reported RAUM up 37% ($56.7M -> $77.6M). IAPD ↗
$77.6M RAUM · 3 reps · 4072678445
62
QUEENBRIDGE CAPITAL, LLC — reported RAUM up 39% ($50.8M -> $70.6M). IAPD ↗
$70.6M RAUM · 3 reps · 585-348-9585 · queenbridgecapital.com
61
MARTIN NELSON & CO., INC. — reported RAUM up 31% ($159.1M -> $208.2M). IAPD ↗
$208.2M RAUM · 2 reps · 206-682-6261 · martinnelsonco.com
61
BEY-DOUGLAS, LLC INVESTMENT COUNSEL — reported RAUM up 30% ($102.9M -> $133.9M). IAPD ↗
$133.9M RAUM · 4 reps · 770-858-0001 · bey-douglas.com
61
LEGACY ASSET MANAGEMENT, INC. — reported RAUM up 32% ($122.1M -> $161.7M). IAPD ↗
$161.7M RAUM · 3 reps · 713-355-7171
61
INTEGRATED FINANCIAL SOLUTIONS, INC. — reported RAUM up 31% ($129.0M -> $168.6M). IAPD ↗
$168.6M RAUM · 1 reps · 703-295-9200 · ifnadvisors.com
61
PATRICK M. SWEENEY & ASSOCIATES, INC — reported RAUM up 34% ($137.4M -> $184.6M). IAPD ↗
$184.6M RAUM · 2 reps · 847 277-7771 · patrickmsweeney.com
61
WESTEND CAPITAL MANAGEMENT, LLC. — reported RAUM up 34% ($174.3M -> $232.9M). IAPD ↗
$232.9M RAUM · 2 reps · (415) 856-0426 · wcmsf.com
61
GRANGE CAPITAL, LLC — reported RAUM up 32% ($128.8M -> $170.6M). IAPD ↗
$170.6M RAUM · 6 reps · 971 708 6659
61
PIONEER WEALTH MANAGEMENT GROUP — reported RAUM up 34% ($160.8M -> $214.8M). IAPD ↗
$214.8M RAUM · 8 reps · 512-334-6800
61
HAMMOND ILES WEALTH ADVISORS — reported RAUM up 30% ($82.1M -> $107.1M). IAPD ↗
$107.1M RAUM · 4 reps · 860-258-2600
61
PACIFIC WEALTH STRATEGIES GROUP, INC. — reported RAUM up 35% ($131.3M -> $177.1M). IAPD ↗
$177.1M RAUM · 3 reps · 805-966-7775 · pwsg.net
61
AURORA INVESTMENT MANAGERS, LLC — reported RAUM up 31% ($182.5M -> $238.8M). IAPD ↗
$238.8M RAUM · 2 reps · 617-390-8001 · auroraim.com
61
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT — reported RAUM up 34% ($126.8M -> $169.5M). IAPD ↗
$169.5M RAUM · 9 reps · 317-350-4255 · tsnwealth.com
61
BLANK EQUITY MANAGEMENT LLC — reported RAUM up 30% ($79.2M -> $103.2M). IAPD ↗
$103.2M RAUM · 2 reps · 516-439-5525
61
ALAMAR CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($172.2M -> $228.4M). IAPD ↗
$228.4M RAUM · 3 reps · 805-897-1144
61
MARRICK WEALTH — reported RAUM up 32% ($111.8M -> $147.2M). IAPD ↗
$147.2M RAUM · 3 reps · 949.258.9700 · marrickwealth.com
61
VISION RETIREMENT — reported RAUM up 34% ($106.1M -> $142.1M). IAPD ↗
$142.1M RAUM · 3 reps · 201-447-2212
61
THE PERSPECTIVE GROUP — reported RAUM up 33% ($134.0M -> $178.2M). IAPD ↗
$178.2M RAUM · 2 reps · (785) 749-1881
61
TOGETHER AND/OR TOGETHER PLANNING — reported RAUM up 31% ($98.2M -> $128.9M). IAPD ↗
$128.9M RAUM · 3 reps · 352-221-9300 · togetherplanning.com
61
MUTUAL TRUST ADVISORY GROUP — reported RAUM up 33% ($123.9M -> $164.5M). IAPD ↗
$164.5M RAUM · 3 reps · 239-204-4333
61
994 GROUP — reported RAUM up 33% ($107.2M -> $142.4M). IAPD ↗
$142.4M RAUM · 2 reps · (512) 853-9597
61
BLACK HORSE WEALTH MANAGEMENT — reported RAUM up 35% ($102.6M -> $138.4M). IAPD ↗
$138.4M RAUM · 1 reps · 408-316-6364 · blackhorsewealth.com
61
CODEX CAPITAL, L.L.C. — reported RAUM up 33% ($146.8M -> $195.5M). IAPD ↗
$195.5M RAUM · 1 reps · 212-496-4141
61
ATTENTIVE INVESTMENTS, LLC — reported RAUM up 30% ($121.6M -> $158.3M). IAPD ↗
$158.3M RAUM · 1 reps · 209-636-4931
61
TRUEWEALTH FINANCIAL PARTNERS — reported RAUM up 30% ($137.0M -> $178.7M). IAPD ↗
$178.7M RAUM · 2 reps · 425-615-7360 · truewealthfp.com
61
ZENITH WEALTH ADVISORS — reported RAUM up 33% ($167.9M -> $223.6M). IAPD ↗
$223.6M RAUM · 3 reps · 480-999-9900 · zenithwealthadvisors.com
61
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($105.0M -> $140.6M). IAPD ↗
$140.6M RAUM · 3 reps · 503-253-3000 · pricefg.com
61
DIAZO, LLC — reported RAUM up 32% ($100.7M -> $132.7M). IAPD ↗
$132.7M RAUM · 3 reps · 702-745-1800
61
MATRIARCH WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($119.6M -> $161.0M). IAPD ↗
$161.0M RAUM · 1 reps · (973)979-7609 · matriarchwm.com
61
BARRETT & COMPANY — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$370.1M RAUM · 5 reps · 401-351-1000
61
ASSET PLANNING CORPORATION — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$371.6M RAUM · 5 reps · 865-690-1231
61
THE JUNK INVESTMENT GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$419.3M RAUM · 2 reps · 410-584-8100 · junkinv.com
61
RBF WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$517.5M RAUM · 17 reps · 314-997-1652
61
SEARCY FINANCIAL SERVICES, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$377.9M RAUM · 7 reps · 913-814-3800
61
THOR WEALTH MANAGEMENT INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$514.1M RAUM · 7 reps · 513-271-6777
61
FAGAN ASSOCIATES INC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$677.0M RAUM · 2 reps · (518) 279-1044
61
BCM ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$578.1M RAUM · 6 reps · 337-233-7758 · bcm-advisors.com
61
SILVER OAK ADVISORY GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$351.2M RAUM · 6 reps · 503-242-1715
61
PRIVATE ASSET MANAGEMENT INC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$168.9M RAUM · 2 reps · 425-213-1600
61
SYVERSON STREGE — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$793.5M RAUM · 15 reps · 515-225-6000 · linked.com
61
OLDFATHER FINANCIAL SERVICES LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$391.7M RAUM · 3 reps · 308-237-4571 · oldfatherfinancial.com
61
FINANCIAL COUNSELING ASSOCIATES, INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$293.0M RAUM · 4 reps · 1-866-322-2728 · fca-inc.com
61
FOUNDERS CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$693.8M RAUM · 4 reps · 860.308.0061 · foundcapital.com
61
BAKER ELLIS ASSET MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$792.1M RAUM · 3 reps · 503-227-5778 · bakerellisllc.com
61
BIRDROCK WEALTH — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$129.1M RAUM · 4 reps · 512-236-0071 · birdrockwealth.com
61
DAY HAGAN ASSET MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$861.3M RAUM · 4 reps · 941-330-1702
61
GOOD HARBOR ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$268.6M RAUM · 3 reps · 978-515-7119 · goodharboradvisors.com
61
WEALTH LEGACY INSTITUTE, INC. — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$197.4M RAUM · 3 reps · 303-753-7578 · wealthlegacyinstitute.com
61
PRIVATE CLIENT GROUP ASSET MANAGEMENT — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$125.4M RAUM · 1 reps · 908-719-3024 · privateclientgroupam.com
61
OAK WEALTH ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$283.3M RAUM · 3 reps · 847-945-8888 · oakwealth.com
61
DAVIS CAPITAL MANAGEMENT — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$194.3M RAUM · 4 reps · 904-223-0510
61
HI-LINE CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$631.9M RAUM · 5 reps · 605-878-0897
61
MACROVIEW INVESTMENT MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$270.9M RAUM · 4 reps · 301-907-6794
61
VISIONARY HORIZONS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$252.6M RAUM · 9 reps · 865-675-8496 · visionaryhorizons.com
61
BEAR MOUNTAIN CAPITAL INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$308.1M RAUM · 3 reps · 206-420-3713 · bearmountaincapital.com
61
DAVIDSON WEALTH MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$130.7M RAUM · 2 reps · 732-409-1060 · davidsonwealthmgmt.com
61
FUND DIRECT ADVISORS INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$524.0M RAUM · 4 reps · 336-271-4450 · funddirectadvisors.com
61
GLOBAL VIEW CAPITAL MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$593.8M RAUM · 85 reps · 262-650-1030
61
CORE WEALTH MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$288.0M RAUM · 3 reps · 561-491-0231 · core-wm.com
61
INVESTMENTS & FINANCIAL PLANNING, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$241.4M RAUM · 2 reps · 859-543-8188 · investfp.com
61
CENTERLINE WEALTH ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$261.0M RAUM · 4 reps · (502) 242-1561
61
STEWARDSHIP ADVISORY GROUP, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$269.8M RAUM · 10 reps · 407-470-1405 · stewardshipadvisory.com
61
INSIGHT FOLIOS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$279.0M RAUM · 15 reps · (704) 529-9500
61
PARISI GRAY WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$574.7M RAUM · 2 reps · 973-358-4921
61
BDFS CAPITAL LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$287.8M RAUM · 6 reps · 302-265-2236 · blackdiamondfs.com
61
MARATHON WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$119.6M RAUM · 1 reps · (631) 760-8385 · marathonwealth.net
61
UNCOMMON CENTS INVESTING — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$358.0M RAUM · 3 reps · 608-563-2437 · uncommoncentsinvesting.com
61
FORTIS GROUP ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$783.3M RAUM · 28 reps · 201-383-0630 · fortisgroupadvisors.com
61
HILLTOP WEALTH SOLUTIONS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$407.1M RAUM · 7 reps · 574-889-7526
61
MODUS ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$432.4M RAUM · 3 reps · (952) 946-1000
61
TRUVESTMENTS CAPITAL LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$362.7M RAUM · 12 reps · 941-753-3814
61
SANDBOX FINANCIAL PARTNERS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$463.7M RAUM · 5 reps · (301) 214-4190 · sandboxfp.com
61
FCG INVESTMENT COMPANY — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$419.3M RAUM · 9 reps · 901-309-2681 · fcgtn.com
61
THRIVE RETIREMENT SPECIALISTS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$128.3M RAUM · 2 reps · (833) 217-9613 · thriveretire.com
61
SOUTHWEST INVESTMENT ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$267.6M RAUM · 4 reps · 520-544-2500 · siatucson.com
61
FORTITUDE FAMILY OFFICE — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$434.3M RAUM · 7 reps · (602) 834-0089
61
DOVER ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$261.4M RAUM · 6 reps · 804-750-3665 · doveradvisors.com
61
AURORA WEALTH ADVISORS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$184.4M RAUM · 4 reps · 858-326-0046
61
ENSPIRE WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$95.9M RAUM · 2 reps · (707) 525-1099 · enspirewealth.com
60
LADD CAPITAL MANAGEMENT LLC — reported RAUM up 25% ($116.9M -> $146.7M). IAPD ↗
$146.7M RAUM · 2 reps · 203-562-6624 · laddcap.com
60
DECAMILLA CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($90.6M -> $116.6M). IAPD ↗
$116.6M RAUM · 2 reps · 916-979-0870 · decamillacapital.com
60
MADDEN ADVISORY SERVICES, INC. — reported RAUM up 26% ($177.9M -> $223.4M). IAPD ↗
$223.4M RAUM · 2 reps · 904-296-1127
60
HAGER INVESTMENT MANAGEMENT SERVICES, LLC — reported RAUM up 27% ($104.4M -> $133.0M). IAPD ↗
$133.0M RAUM · 2 reps · 603-526-4099 · hagerinvestments.com
60
LEGAL ADVANTAGE INVESTMENTS, INC. — reported RAUM up 28% ($157.4M -> $201.8M). IAPD ↗
$201.8M RAUM · 1 reps · 650-949-4939 · legaladvantageinvestments.com
60
COOMBE, BENDER & COMPANY, LLC — reported RAUM up 25% ($197.3M -> $247.0M). IAPD ↗
$247.0M RAUM · 4 reps · 845-647-4800 · coombebender.com
60
CARMEL CAPITAL MANAGEMENT L.L.C. — reported RAUM up 26% ($195.0M -> $246.3M). IAPD ↗
$246.3M RAUM · 6 reps · 831-625-1375 · carmelcapital.com
60
INVESTMENT PARTNERS ASSET MANAGEMENT — reported RAUM up 29% ($174.5M -> $225.4M). IAPD ↗
$225.4M RAUM · 5 reps · 732-205-0391 · investmentpartners.com
60
GENESIS ASSET MANAGEMENT GROUP, INC. — reported RAUM up 27% ($51.2M -> $64.9M). IAPD ↗
$64.9M RAUM · 1 reps · 212-856-9000 · genesisassetmgmt.com
60
FAMILY CFO INC — reported RAUM up 28% ($165.4M -> $211.7M). IAPD ↗
$211.7M RAUM · 1 reps · 650-218-3551 · familycfoinc.com
60
HBE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($128.6M -> $163.7M). IAPD ↗
$163.7M RAUM · 3 reps · 402-423-4343
60
FEDERMANN FINANCIAL ADVISORS INC. — reported RAUM up 27% ($61.8M -> $78.5M). IAPD ↗
$78.5M RAUM · 3 reps · 631-981-1904 · fedadvisors.com
60
AXIOM ADVISORY, LLC — reported RAUM up 25% ($178.8M -> $224.1M). IAPD ↗
$224.1M RAUM · 2 reps · (800) 836-4792
60
GLOBAL FINANCIAL ADVISORY SERVICES, INC. — reported RAUM up 27% ($154.4M -> $195.5M). IAPD ↗
$195.5M RAUM · 3 reps · (661) 286-0044
60
HOLLAND ADVISORY SERVICES, INC. — reported RAUM up 26% ($185.1M -> $232.5M). IAPD ↗
$232.5M RAUM · 7 reps · 386-671-7526
60
TONY WALKER FINANCIAL — reported RAUM up 26% ($189.8M -> $239.3M). IAPD ↗
$239.3M RAUM · 4 reps · 270-843-9380 · 3personalities.com
60
EVOADVISERS — reported RAUM up 27% ($182.7M -> $231.7M). IAPD ↗
$231.7M RAUM · 6 reps · 804-794-1981
60
UNITED FINANCIAL PLANNING GROUP LLC — reported RAUM up 28% ($191.5M -> $244.4M). IAPD ↗
$244.4M RAUM · 5 reps · (631) 234-0871
60
RSD ADVISORS — reported RAUM up 29% ($34.2M -> $44.0M). IAPD ↗
$44.0M RAUM · 1 reps · 347-689-2237 · rsdadvisors.net
60
GRAND STRATEGY CAPITAL, LLC — reported RAUM up 26% ($98.7M -> $124.4M). IAPD ↗
$124.4M RAUM · 3 reps · 434-202-0238 · gscapllc.com
60
OLYMPIC WEALTH MANAGEMENT LLC — reported RAUM up 26% ($155.1M -> $195.0M). IAPD ↗
$195.0M RAUM · 1 reps · (425) 485-4700 · olympicwm.com
60
WORTH ADVISORS — reported RAUM up 29% ($139.1M -> $179.3M). IAPD ↗
$179.3M RAUM · 11 reps · 704-731-0121 · worthadvisors.com
60
CLAY NORTHAM WEALTH MANAGEMENT — reported RAUM up 26% ($197.9M -> $249.1M). IAPD ↗
$249.1M RAUM · 2 reps · 562-431-9988 · claynortham.com
60
CAPSTONE INVESTMENT GROUP — reported RAUM up 28% ($108.9M -> $139.1M). IAPD ↗
$139.1M RAUM · 4 reps · 360-570-9888 · wisdomanddiscipline.com
60
SUN GROUP WEALTH PARTNERS LLC — reported RAUM up 29% ($118.4M -> $152.7M). IAPD ↗
$152.7M RAUM · 2 reps · 949-625-6800 · sungroupwp.com
60
PETERSON FINANCIAL GROUP, INC. — reported RAUM up 28% ($148.5M -> $190.4M). IAPD ↗
$190.4M RAUM · 2 reps · 515-226-1500 · petersonfg.com
60
NEW POTOMAC PARTNERS LLC — reported RAUM up 27% ($166.5M -> $210.8M). IAPD ↗
$210.8M RAUM · 3 reps · 240-253-4280 · newpotomacpartners.com
60
GALLAGHER CAPITAL ADVISORS, LLC — reported RAUM up 26% ($123.7M -> $155.4M). IAPD ↗
$155.4M RAUM · 1 reps · (940) 464-0404
60
POWERS ADVISORY GROUP, LLC — reported RAUM up 26% ($163.0M -> $205.6M). IAPD ↗
$205.6M RAUM · 3 reps · 618-654-6262 · powersinvest.com
60
MISSION TRAILS FINANCIAL — reported RAUM up 29% ($130.6M -> $168.0M). IAPD ↗
$168.0M RAUM · 4 reps · (619) 419-0238 · missiontf.com
60
PATHWISE — reported RAUM up 30% ($125.3M -> $162.5M). IAPD ↗
$162.5M RAUM · 2 reps · 925-939-5607 · pathwise.co
60
SUMMIT FINANCIAL — reported RAUM up 28% ($153.8M -> $196.5M). IAPD ↗
$196.5M RAUM · 8 reps · 410-584-9600 · sumfi.com
60
WYNN CAPITAL — reported RAUM up 26% ($158.6M -> $200.4M). IAPD ↗
$200.4M RAUM · 3 reps · 706-869-3451 · wynncap.com
60
GOODSTEIN WEALTH MANAGEMENT LLC — reported RAUM up 28% ($100.6M -> $128.8M). IAPD ↗
$128.8M RAUM · 2 reps · 818-995-3500 · goodsteinwealthmanagement.com
60
DAVID P. GILLIAM & ASSOCIATES, INC. — reported RAUM up 26% ($108.1M -> $136.7M). IAPD ↗
$136.7M RAUM · 2 reps · 765-281-0012
60
IMPACTFOLIO LLC — reported RAUM up 30% ($148.5M -> $192.7M). IAPD ↗
$192.7M RAUM · 3 reps · 844-218-3800
60
SIMPLIFIED WEALTH MANAGEMENT — reported RAUM up 29% ($121.0M -> $156.4M). IAPD ↗
$156.4M RAUM · 5 reps · 601-336-4265 · mysimplifiedwealth.com
60
4J WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($195.4M -> $245.0M). IAPD ↗
$245.0M RAUM · 3 reps · (703) 566-9573
60
INMAN FINANCIAL SERVICES, INC. — reported RAUM up 26% ($118.7M -> $149.5M). IAPD ↗
$149.5M RAUM · 3 reps · (503) 906-2650
60
HARON CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($33.1M -> $42.2M). IAPD ↗
$42.2M RAUM · 2 reps · 646-965-6700
60
TOAMS FINANCIAL — reported RAUM up 29% ($120.0M -> $155.0M). IAPD ↗
$155.0M RAUM · 2 reps · (904) 733-5321 · toamsfinancial.com
60
SINCERUS ADVISORY — reported RAUM up 29% ($120.6M -> $155.6M). IAPD ↗
$155.6M RAUM · 3 reps · (212) 203-7376
60
SAGE INVESTMENT ADVISERS LLC — reported RAUM up 28% ($149.3M -> $190.5M). IAPD ↗
$190.5M RAUM · 3 reps · (845) 240-1551 · sageinvestmentadvisersllc.com
60
NEWBORE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($106.2M -> $135.2M). IAPD ↗
$135.2M RAUM · 2 reps · 503-657-3143 · newbore-wealth.com
60
STILLWATER WEALTH MANAGEMENT GROUP LLC — reported RAUM up 30% ($107.5M -> $139.4M). IAPD ↗
$139.4M RAUM · 2 reps · (561) 214-4125 · stillwaterwealthmgt.com
60
THRIVE RETIREMENT SPECIALISTS — reported RAUM up 28% ($100.0M -> $128.3M). IAPD ↗
$128.3M RAUM · 2 reps · (833) 217-9613 · thriveretire.com
60
TORREY WEALTH, LLC — reported RAUM up 29% ($98.4M -> $126.6M). IAPD ↗
$126.6M RAUM · 1 reps · 858-732-5300
60
J.M. ARBOUR, LLC — reported RAUM up 25% ($92.9M -> $116.5M). IAPD ↗
$116.5M RAUM · 5 reps · (207) 248-6767 · jmarbour.com
60
HEISTEN FINANCIAL, LLC — reported RAUM up 30% ($95.6M -> $124.1M). IAPD ↗
$124.1M RAUM · 2 reps · 907-222-6270 · heistenfinancial.com
60
BUCHANAN WEALTH MANAGEMENT — reported RAUM up 26% ($108.7M -> $136.7M). IAPD ↗
$136.7M RAUM · 2 reps · 703-956-2633 · buchananwealth.com
60
ALLIANCE FINANCIAL — reported RAUM up 26% ($185.1M -> $232.3M). IAPD ↗
$232.3M RAUM · 5 reps · 610-376-5981
60
DAUS FINANCIAL GROUP, LLC — reported RAUM up 28% ($120.0M -> $154.1M). IAPD ↗
$154.1M RAUM · 3 reps · (269) 321-7472 · dausfinancial.com
60
VCI WEALTH MANAGEMENT LLC — reported RAUM up 28% ($149.9M -> $191.4M). IAPD ↗
$191.4M RAUM · 23 reps · (314) 530-0500
60
CARLIN WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 25% ($120.0M -> $150.2M). IAPD ↗
$150.2M RAUM · 1 reps · 737-414-6565 · carlinwealthmanagementgroup.com
58
RACHOR INVESTMENT ADVISORY SERVICES, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$185.6M RAUM · 14 reps · 810-732-7777 · rias.net
58
PORTFOLIO ADVISORS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$206.2M RAUM · 3 reps · 559-432-8400 · portadvisors.com
58
LYON CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$86.0M RAUM · 3 reps · 585-248-9821
58
J. MARK NICKELL & CO. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$120.8M RAUM · 2 reps · 615-371-6622 · jmarknickell.com
58
DIVERSIFIED ASSET MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$115.0M RAUM · 2 reps · 3034402906
58
STEVE ROBBINS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$90.2M RAUM · 1 reps · 314-839-4600
58
SCOTT MARSH FINANCIAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$147.2M RAUM · 1 reps · 801-272-4677
58
WOODFIELD FINANCIAL ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$162.7M RAUM · 3 reps · 847-726-9600
58
WMBC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$116.2M RAUM · 3 reps · 949-829-9622 · wmbc.financial
58
PENBROOK MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$175.2M RAUM · 4 reps · 212-792-6952 · penbrookllc.com
58
BALANCED FINANCIAL PLANNING, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$155.9M RAUM · 2 reps · 913-677-1090 · bfplanning.com
58
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$206.1M RAUM · 2 reps · 402-391-1021 · nabityjensen.com
58
YARDLEY WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$147.2M RAUM · 2 reps · 267-573-1019
58
HAMMOND ILES WEALTH ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$107.1M RAUM · 4 reps · 860-258-2600
58
BILL LOSEY RETIREMENT SOLUTIONS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$38.3M RAUM · 1 reps · 518-855-4065 · billlosey.com
58
EVEREST MANAGEMENT CORP. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$222.4M RAUM · 2 reps · (408) 502-6015
58
ELAN WEALTH MANAGEMENT, L.L.C. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$135.0M RAUM · 3 reps · (252) 255-1700 · elanwealthmanagement.com
58
KEEN CAPITAL, LTD — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$144.2M RAUM · 3 reps · 803-941-4444 · coreadvisors.com
58
BAZIS PRIVATE WEALTH, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$182.8M RAUM · 2 reps · 402-965-3334
58
UNITED FINANCIAL PLANNING GROUP LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$244.4M RAUM · 5 reps · (631) 234-0871
58
JOHNSON LYMAN WEALTH ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$152.9M RAUM · 1 reps · 650-494-2733 · jlwealth.com
58
WISNIEWSKI WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$159.6M RAUM · 2 reps · (972) 965-8261 · wi-wm.com
58
R. SEEGER WEALTH MANAGEMENT, LTD — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$56.9M RAUM · 1 reps · 631-592-9729
58
BEACON WEALTH CONSULTANTS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$203.8M RAUM · 12 reps · 540-345-3891 · lightpointportfoliosolutions.com
58
RETIREMENT STRATEGIES, LTD. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$205.6M RAUM · 4 reps · 614-799-8668
58
COMMONS CAPITAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$173.4M RAUM · 4 reps · (617) 431-7200
58
TEVIS INVESTMENT MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$171.3M RAUM · 1 reps · (972) 971-2169 · tevisinvest.com
58
GRANITE FINANCIAL GROUP — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$149.1M RAUM · 1 reps · 262-792-1111 · granitefgllc.com
58
THE KEYSTONE FINANCIAL ALLIANCE, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$136.2M RAUM · 2 reps · 404-260-0710 · mykfa.com
58
BAMBOO WEALTH STRATEGIES — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$151.9M RAUM · 4 reps · (619) 289-9670 · bamboowealth.com
58
PATHWISE — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$162.5M RAUM · 2 reps · 925-939-5607 · pathwise.co
58
REDWOOD COAST FINANCIAL PARTNERS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$136.3M RAUM · 3 reps · 707-444-9212
58
ADVOCATE INVESTING SERVICES — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$129.7M RAUM · 4 reps · 240-403-0039 · advocateinvesting.com
58
CWP PRIVATE WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$206.5M RAUM · 3 reps · 262-226-2729 · cwpwealth.com
58
GREAT PATH PLANNING — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$113.7M RAUM · 1 reps · 845-397-7284 · greatpathfp.com
58
INTEGRITY WEALTH SOLUTIONS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$223.6M RAUM · 2 reps · 3037165777
58
DAVIS PRIVATE WEALTH, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$123.3M RAUM · 2 reps · (561) 284-8999 · davisprivatewealth.com
58
BRIDGEMARK WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$216.3M RAUM · 3 reps · (301) 850-0680 · bridgemarkwealth.com
58
NORTHSTAR FINANCIAL MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$103.8M RAUM · 4 reps · (208)810-4938
58
ENTRUITY WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$119.3M RAUM · 2 reps · 661-368-8994
58
NAPATREE CAPITAL LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$156.8M RAUM · 6 reps · (401) 868-1115
58
GK WEALTH MANAGEMENT LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$150.7M RAUM · 2 reps · 775-354-6622
58
EVER GREEN WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$57.7M RAUM · 1 reps · 585-742-0271
58
BLACK KNIGHT WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$163.2M RAUM · 3 reps · 972-786-6527 · blackknightwm.com
58
SYNERGY FG — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$220.1M RAUM · 4 reps · 888-734-2006 X3
58
COLORADO WEALTH GROUP LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$175.8M RAUM · 9 reps · 720-729-2500 · coloradowealthgroup.com
58
STEWARD INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$18.3M RAUM · 1 reps · 917-547-3227
58
PEB CAPITAL MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$130.4M RAUM · 3 reps · (614) 457-6855 · pebcm.com
58
HEISTEN FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$124.1M RAUM · 2 reps · 907-222-6270 · heistenfinancial.com
58
LOCKERMAN FINANCIAL GROUP, INC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$119.6M RAUM · 1 reps · 949-544-3500
58
LESTER FINANCIAL GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$163.7M RAUM · 4 reps · 217-356-6533 · lesterfinancialgroup.com
58
CEDAR POINT CAPITAL PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$174.9M RAUM · 4 reps · (800) 501-6403 · cedarpointcap.com
58
PARA WEALTH ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$161.7M RAUM · 2 reps · 3605587058 · parawealthadvisors.com
58
AIM ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$120.8M RAUM · 2 reps · 919-758-8911 · aimadvisorsnc.com
58
STONEBRIDGE WEALTH SYSTEMS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$102.0M RAUM · 6 reps · 308-698-0144 · stonebridgeiwm.com
85
SR ALTERNATIVE CREDIT, LLC — (DARIEN, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 203-656-3004
85
LONGEVITY WEALTH ADVISORS, LLC — (ORLANDO, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 407-358-3332 · ablwealth.com
85
SIMPLIFY EQLS LLC — (NEW YORK, NY) is newly SEC-registered with $114.3M RAUM and 10 advisory reps. IAPD ↗institutional
$114.3M RAUM · 10 reps · 646-585-0476
85
MESIROW RE-IA, INC. — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 312-595-6000 · mesirowfinancial.com
85
BUENA CAPITAL ADVISORS LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 8005357096 · buenacapital.com
85
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC — (GREENWICH, CT) is newly SEC-registered with $0 RAUM and 20 advisory reps. IAPD ↗institutional
$0 RAUM · 20 reps · 203-340-8500
85
DUNN CAPITAL MANAGEMENT — (STUART, FL) is newly SEC-registered with $162.8M RAUM and 6 advisory reps. IAPD ↗institutional
$162.8M RAUM · 6 reps · 772-286-4777 · dunncapital.com
85
CURAFIN ADVISORS — (SCOTTSDALE, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 480-284-7080 · curafinadvisors.com
85
PEAKSHARES LLC — (TAMPA, FL) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 704-281-0028
85
LANDMARK INVESTMENT PARTNERS, L.P. — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 949-648-4878
85
BELL PARTNERS — (GREENSBORO, NC) is newly SEC-registered with $5.72B RAUM and 65 advisory reps. IAPD ↗fund
$5.72B RAUM · 65 reps · 336-232-1900 · bellpartnersinc.com
85
COPPER PLACE GLOBAL CAPITAL LLC — (CLYDE HILL, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 206-743-5907
85
ONEX CREDIT ADVISOR, LLC — (ENGLEWOOD CLIFFS, NJ) is newly SEC-registered with $0 RAUM and 55 advisory reps. IAPD ↗institutional
$0 RAUM · 55 reps · (201) 541-2121 · onex.com
83
BRIDGE NET LEASE FUND MANAGER LLC — (SANDY, UT) is newly SEC-registered with $699.9M RAUM and 12 advisory reps. IAPD ↗fund
$699.9M RAUM · 12 reps · 801-716-1463 · bridgeig.com
80
FORMAN CAPITAL, LLC — (BOYNTON BEACH, FL) is newly SEC-registered with $123.7M RAUM and 8 advisory reps. IAPD ↗fund
$123.7M RAUM · 8 reps · 561-588-0132 · formancap.com
70
ARBOR REALTY COLLATERAL MANAGEMENT, LLC — grew from 11 to 54 advisory reps. IAPD ↗fund
$7.63B RAUM · 54 reps · 1-800-878-5160 · arbor.com
70
LMR PARTNERS LLC — grew from 26 to 43 advisory reps. IAPD ↗fund
$148.50B RAUM · 43 reps · 6468915738 · lmrpartners.com
70
ALKEN ASSET MANAGEMENT LTD — (LONDON, United Kingdom) is newly SEC-registered with $1.74B RAUM and 14 advisory reps. IAPD ↗foreign
$1.74B RAUM · 14 reps · -545 · alken-am.com
65
MONTAGU US ADVISORS LLC — reported RAUM up 117% ($2.03B -> $4.40B). IAPD ↗institutional
$4.40B RAUM · 1 reps · 16465687321 · montagu.com
65
HOOVEST CAPITAL MANAGEMENT — (WEST VANCOUVER, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 604-229-2788
65
UTI ASSET MANAGEMENT COMPANY LIMITED — (MUMBAI, MAHARASHTRA, India) is newly SEC-registered with $0 RAUM and 48 advisory reps. IAPD ↗foreign
$0 RAUM · 48 reps · 91 022 6678 6686 · utimf.com
63
AXQ CAPITAL, LP — reported RAUM up 116% ($196.2M -> $423.7M). IAPD ↗institutional
$423.7M RAUM · 2 reps · (917) 819-2463
63
AEREF MANAGEMENT, LLC — grew from 7 to 20 advisory reps. IAPD ↗fund
$25.8M RAUM · 20 reps · (212) 721-5500
63
DIAMETER PRINCIPAL FINANCE LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$622.9M RAUM · 39 reps · 212-665-1400 · diametercap.com
63
AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$284.2M RAUM · 11 reps · 332-233-9292 · amberinfrastructure.com
62
ROBINSON CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗institutional
$1.23B RAUM · 7 reps · 313-821-7000
62
FOREST CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗institutional
$2.03B RAUM · 7 reps · 312-809-6010
61
JEFFERIES RESEARCH SERVICES LLC — grew from 242 to 248 advisory reps. IAPD ↗institutional
$0 RAUM · 248 reps · 212-284-2300 · jefferies.com
60
LMR PARTNERS LLC — reported RAUM up 1277% ($10.79B -> $148.50B). IAPD ↗fund
$148.50B RAUM · 43 reps · 6468915738 · lmrpartners.com
60
1WS CAPITAL ADVISORS, LLC — reported RAUM up 63% ($162.8M -> $266.0M). IAPD ↗institutional
$266.0M RAUM · 48 reps · 212-957-2500 · 1wscapital.com
60
RIDGELINE RESEARCH LLC — reported RAUM up 135% ($34.2M -> $80.3M). IAPD ↗institutional
$80.3M RAUM · 1 reps · 301-685-7171, X 7121 · ridgelineresearch.com
60
MEKETA CAPITAL, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$100,000 RAUM · 6 reps · 720-697-1010 · meketacapital.com
60
OT ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$0 RAUM · 2 reps · 7136147755
59
DESTRA CAPITAL ADVISORS LLC — reported RAUM up 59% ($188.0M -> $299.5M). IAPD ↗institutional
$299.5M RAUM · 13 reps · 877-855-3434 · destracapital.com
59
CFT CAPITAL MANAGEMENT, LLC — reported RAUM up 71% ($1.34B -> $2.29B). IAPD ↗fund
$2.29B RAUM · 9 reps · 3109808840
59
RAYLIANT INVESTMENT RESEARCH — grew from 12 to 16 advisory reps. IAPD ↗institutional
$135.3M RAUM · 16 reps · 818-795-6189 · rayliant.com
58
STRATEGY CAPITAL LLC — reported RAUM up 81% ($509.4M -> $920.5M). IAPD ↗fund
$920.5M RAUM · 4 reps · 650-917-8700 · strategycapital.com
58
DUALITY GROUP — grew from 6 to 9 advisory reps. IAPD ↗fund
$1.36B RAUM · 9 reps · 646-690-9960 · dualitygroup.com
58
WILLOW TREE CAPITAL CORP ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗fund
$256.1M RAUM · 10 reps · 212-218-1090 · willowtreelp.com
57
SHERMAN PORTFOLIOS, LLC — reported RAUM up 65% ($122.9M -> $202.5M). IAPD ↗institutional
$202.5M RAUM · 4 reps · 800-634-2008 · shermanportfolios.com
56
RAFFERTY ASSET MANAGEMENT, LLC — reported RAUM up 34% ($28.52B -> $38.30B). IAPD ↗institutional
$38.30B RAUM · 13 reps · 646-572-3390
56
SMITH CAPITAL INVESTORS, LLC — reported RAUM up 32% ($2.81B -> $3.72B). IAPD ↗institutional
$3.72B RAUM · 9 reps · 303-597-5555
56
STANDPOINT ASSET MANAGEMENT, LLC — reported RAUM up 42% ($568.4M -> $804.3M). IAPD ↗institutional
$804.3M RAUM · 6 reps · (602) 688-2918 · standpointfunds.com
56
ZUNA, LLC — reported RAUM up 40% ($206.7M -> $289.8M). IAPD ↗institutional
$289.8M RAUM · 5 reps · 971-339-5701 · teamzuna.com
56
TRUELINK CAPITAL MANAGEMENT, LLC — grew from 7 to 10 advisory reps. IAPD ↗fund
$528.3M RAUM · 10 reps · 310-736-5853 · truelinkcap.com
55
CAPITAL GAINS INCORPORATED — reported RAUM up 53% ($65.9M -> $100.9M). IAPD ↗institutional
$100.9M RAUM · 1 reps · 847-318-9975 · capgns.com
55
OMNICAP GROUP LLC — reported RAUM up 28% ($3.06B -> $3.93B). IAPD ↗institutional
$3.93B RAUM · 4 reps · 310-318-3091 · omnicap.net
55
SILICON VALLEY RETIREMENT SERVICES, LLC — reported RAUM up 35% ($698.3M -> $944.3M). IAPD ↗institutional
$944.3M RAUM · 2 reps · 408-572-5572 · svretirementservices.com
55
EUPHRATES ADVISORS — reported RAUM up 64% ($227.5M -> $372.1M). IAPD ↗fund
$372.1M RAUM · 3 reps · 202-507-6380 · euph.com
55
FOREST CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.57B -> $2.03B). IAPD ↗institutional
$2.03B RAUM · 7 reps · 312-809-6010
55
COUNTERPOINT FUNDS — reported RAUM up 28% ($1.35B -> $1.73B). IAPD ↗institutional
$1.73B RAUM · 5 reps · 844-273-8637
55
LAWLEY RETIREMENT ADVISORS — reported RAUM up 28% ($1.30B -> $1.66B). IAPD ↗institutional
$1.66B RAUM · 4 reps · 716-849-8219 · lawleyretirement.com
55
KA CREDIT ADVISORS, LLC — reported RAUM up 26% ($1.43B -> $1.81B). IAPD ↗institutional
$1.81B RAUM · 29 reps · 713-493-2000 · kaynebdc.com
55
C CUBED CAPITAL PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$187.5M RAUM · 5 reps · 561-576-9145 · ccubedcapitalpartners.com
55
KRF FUND MANAGER, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$230.0M RAUM · 2 reps · 212-202-1730
53
RPS RETIREMENT PLAN ADVISORS — reported RAUM up 28% ($347.0M -> $443.6M). IAPD ↗institutional
$443.6M RAUM · 4 reps · 512-918-0000 · rpsplanadvisors.com
53
LONETREE CAPITAL, LLC — grew from 5 to 8 advisory reps. IAPD ↗fund
$130.0M RAUM · 8 reps · 212-844-9150
52
CLEARLIGHT PARTNERS MANAGEMENT, LLC — reported RAUM up 50% ($206.6M -> $309.5M). IAPD ↗fund
$309.5M RAUM · 7 reps · 949-725-6610 · clearlightpartners.com
52
PHARVISION ADVISERS, LLC — reported RAUM up 48% ($270.0M -> $400.0M). IAPD ↗fund
$400.0M RAUM · 1 reps · 561-614-6014 · pharvision.ai
52
AEREF MANAGEMENT, LLC — reported RAUM up 63% ($15.8M -> $25.8M). IAPD ↗fund
$25.8M RAUM · 20 reps · (212) 721-5500
52
C CUBED CAPITAL PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗fund
$187.5M RAUM · 5 reps · 561-576-9145 · ccubedcapitalpartners.com
52
BIRNAM OAK ADVISORS, LP — grew from 1 to 3 advisory reps. IAPD ↗fund
$169.5M RAUM · 3 reps · 212-970-5800
51
SERVE CAPITAL PARTNERS — reported RAUM up 30% ($1.16B -> $1.51B). IAPD ↗fund
$1.51B RAUM · 4 reps · 512-505-4153 · servecapitalpartners.com
51
ADVANCED RETIREMENT SOLUTIONS, LLC — reported RAUM up 31% ($149.7M -> $196.1M). IAPD ↗institutional
$196.1M RAUM · 1 reps · 408-691-1115 · linkedin.com\company\6453420\
50
TFJ MANAGEMENT, LLC — reported RAUM up 52% ($77.1M -> $117.0M). IAPD ↗fund
$117.0M RAUM · 2 reps · 617-877-7752
48
LATTICE CAPITAL MANAGEMENT LLC — reported RAUM up 27% ($594.7M -> $755.2M). IAPD ↗fund
$755.2M RAUM · 4 reps · 425 828-4300 · latticecm.com
48
JACKSON HILL ADVISORS, LLC — reported RAUM up 41% ($115.6M -> $163.5M). IAPD ↗fund
$163.5M RAUM · 2 reps · 713.609.9087 · jacksonhilladvisors.com
47
WAVERTON INVESTMENT MANAGEMENT LIMITED — grew from 44 to 51 advisory reps. IAPD ↗foreign
$13.91B RAUM · 51 reps · 0044 20 7484 7496 · waverton.co.uk
46
LONETREE CAPITAL, LLC — reported RAUM up 30% ($100.0M -> $130.0M). IAPD ↗fund
$130.0M RAUM · 8 reps · 212-844-9150
45
HONTE ADVISORS LLC — reported RAUM up 26% ($170.0M -> $213.9M). IAPD ↗fund
$213.9M RAUM · 3 reps · 415-801-4250 · honteinv.com
43
WEALHOUSE CAPITAL LIMITED PARTNERSHIP — grew from 3 to 6 advisory reps. IAPD ↗foreign
$1.59B RAUM · 6 reps · 416-644-1190 · wealhouse.com
43
MELQART ASSET MANAGEMENT (UK) LIMITED — grew from 11 to 14 advisory reps. IAPD ↗foreign
$3.93B RAUM · 14 reps · 44 2038264470 · melqart.com
40
C&S INVESTMENT — reported RAUM up 80% ($15.7M -> $28.3M). IAPD ↗foreign
$28.3M RAUM · 4 reps · -3561 · c-s-investment.li
40
LFA — grew from 7 to 9 advisory reps. IAPD ↗foreign
$990.6M RAUM · 9 reps · 41919212533
38
DUNHILL FINANCIAL — reported RAUM up 69% ($142.8M -> $240.6M). IAPD ↗foreign
$240.6M RAUM · 4 reps · +44 7514 993 556 · dunhillfinancial.com
36
METROPOLIS CAPITAL LIMITED — reported RAUM up 34% ($2.96B -> $3.97B). IAPD ↗foreign
$3.97B RAUM · 6 reps · +44 1494 911155
35
WAVERTON INVESTMENT MANAGEMENT LIMITED — reported RAUM up 26% ($11.01B -> $13.91B). IAPD ↗foreign
$13.91B RAUM · 51 reps · 0044 20 7484 7496 · waverton.co.uk
28
ABSOLUTE RETURN STRATEGIES LTD. — reports 1-10 financial-planning clients, up from 0. IAPD ↗foreign
$0 RAUM · 2 reps · 447572056270 · ars-alpha.com
28
MASECO ASIA LIMITED — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗foreign
$73.2M RAUM · 4 reps · 852 5808 2064

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.