← Tributary

Financial planning software — April 2024

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

4346 firms opened this window in the April 2024 SEC roster: 2045 aum up, 1368 headcount up, 694 planning clients up, 132 new registration, 62 planning started, 45 pending approved.

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
TYME ADVISORS — (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
$532.2M RAUM · 1 reps · 469-480-7904
95
M. E. ALLISON & CO., INC. — (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
$145.9M RAUM · 10 reps · 210-930-4000 · meallison.com
95
HARGER AND COMPANY, INC. — (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
$101.9M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
95
MAIN STREET MANAGEMENT COMPANY — (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
$51.8M RAUM · 2 reps · 631-653-0333
95
LOYD FINANCIAL MANAGEMENT INC. — (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
$103.5M RAUM · 1 reps · 303-779-0987 · loydfinancial.com
95
PACESETTER FINANCIAL GROUP, L.L.C. — (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
$125.0M RAUM · 4 reps · 217-735-1576 · pacesetterfinancial.com
95
BROADWING CAPITAL ADVISORS, INC. — (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
95
WHALEN CAPITAL, INC. — (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
$132.6M RAUM · 2 reps · 715-241-6935 · whalenfg.com
95
TRIPPON WEALTH MANAGEMENT GROUP LLC — (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
$134.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com
95
FOUNDATION CAPITAL MANAGEMENT, LLC — (EAST NORRITON, PA) is newly SEC-registered with $134.4M RAUM and 2 advisory reps. IAPD ↗
$134.4M RAUM · 2 reps · 610-278-6961 · myfcm.com
95
SCHNEIDER WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $127.5M RAUM and 1 advisory reps. IAPD ↗
$127.5M RAUM · 1 reps · 888-444-9981 · schneiderwealth.com
95
MAYA ADVISORS, INC. — (PALO ALTO, CA) is newly SEC-registered with $103.7M RAUM and 1 advisory reps. IAPD ↗
$103.7M RAUM · 1 reps · 650-704-3074
95
FLAVIN FINANCIAL SERVICES, INC. — (MELBOURNE, FL) is newly SEC-registered with $129.8M RAUM and 3 advisory reps. IAPD ↗
$129.8M RAUM · 3 reps · (321) 725-4700
95
GBM WEALTH MANAGEMENT, INC. — (HOUSTON, TX) is newly SEC-registered with $128.4M RAUM and 4 advisory reps. IAPD ↗
$128.4M RAUM · 4 reps · (281) 745-9100 · gbmwealth.com
95
HARDY & HARDY CO LLC — (LIMA, OH) is newly SEC-registered with $183.4M RAUM and 3 advisory reps. IAPD ↗
$183.4M RAUM · 3 reps · 419-998-8955
95
INVESTMENTHUNTER WEALTH SERVICES — (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · (972) 977-6428 · investmenthunter.net
95
DELPHINUS FINANCIAL ADVISORS, LLC — (MANSFIELD, MA) is newly SEC-registered with $110.9M RAUM and 2 advisory reps. IAPD ↗
$110.9M RAUM · 2 reps · 781-780-2439 · delphinusfa.com
95
MY PORTFOLIO GUIDE, LLC — (SEAL BEACH, CA) is newly SEC-registered with $114.1M RAUM and 1 advisory reps. IAPD ↗
$114.1M RAUM · 1 reps · (562)799-5595 · pinterest.com
95
EASTSOUND CAPITAL ADVISORS, LLC — (location n/a) is newly SEC-registered with $152.2M RAUM and 6 advisory reps. IAPD ↗
$152.2M RAUM · 6 reps · 360-317-4688
95
INDELIBLE WEALTH GROUP — (location n/a) is newly SEC-registered with $120.4M RAUM and 5 advisory reps. IAPD ↗
$120.4M RAUM · 5 reps · (970) 532-5842
95
SHERMAN ASSET MANAGEMENT, INC. — (VENTURA, CA) is newly SEC-registered with $121.8M RAUM and 1 advisory reps. IAPD ↗
$121.8M RAUM · 1 reps · 805-655-5062 · shermanassetmgmt.com
95
SOMNIO FINANCIAL GROUP, LLC — (GLASTONBURY, CT) is newly SEC-registered with $116.8M RAUM and 2 advisory reps. IAPD ↗
$116.8M RAUM · 2 reps · 860-430-5500
95
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC — (BRATENAHL, OH) is newly SEC-registered with $152.2M RAUM and 2 advisory reps. IAPD ↗
$152.2M RAUM · 2 reps · 440-477-8913 · kirtlandhillscapital.com
95
EPIC ADVISORY SERVICES CORP — (BOCA RATON, FL) is newly SEC-registered with $105.8M RAUM and 20 advisory reps. IAPD ↗
$105.8M RAUM · 20 reps · 561-829-2173 · epiccapitalfl.com
95
CYR FINANCIAL INC. — (HENNEPIN, IL) is newly SEC-registered with $112.1M RAUM and 4 advisory reps. IAPD ↗
$112.1M RAUM · 4 reps · (815) 925-7501
95
RED CRANE WEALTH MANAGEMENT, LLC — (PALO ALTO, CA) is newly SEC-registered with $106.0M RAUM and 3 advisory reps. IAPD ↗
$106.0M RAUM · 3 reps · 415-316-0982
95
IMG WEALTH MANAGEMENT, INC. — (JACKSONVILLE, FL) is newly SEC-registered with $119.9M RAUM and 6 advisory reps. IAPD ↗
$119.9M RAUM · 6 reps · 904-731-9955 · imgwealthmanagement.com
95
STEWARDS ADVISORY SERVICES — (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 319-229-7439 · stewardsadvisory.com
95
CENTERPIECE WEALTH ADVISOR — (GREENWOOD VILLAGE, CO) is newly SEC-registered with $104.0M RAUM and 2 advisory reps. IAPD ↗
$104.0M RAUM · 2 reps · 720-296-5495 · wealth.emaplan.com
95
VESTED FINANCIAL PLANNING, LLC — (location n/a) is newly SEC-registered with $101.6M RAUM and 1 advisory reps. IAPD ↗
$101.6M RAUM · 1 reps · 650-315-7372
95
FOOTHILLS ADVISORS, LLC — (CAVE CREEK, AZ) is newly SEC-registered with $117.7M RAUM and 3 advisory reps. IAPD ↗
$117.7M RAUM · 3 reps · 480-203-8879 · foothillsadvisors.com
95
CAVU WEALTH MANAGEMENT — (LAKESIDE, CA) is newly SEC-registered with $114.5M RAUM and 8 advisory reps. IAPD ↗
$114.5M RAUM · 8 reps · 858-360-7800 · cavuwealthmanagement.com
95
GAMMA ASSET MANAGEMENT LLC — (SAN JUAN, PR) is newly SEC-registered with $100.6M RAUM and 3 advisory reps. IAPD ↗
$100.6M RAUM · 3 reps · 787-957-3260 · gammaam.com
95
ZENITH WEALTH PARTNERS — (PHILADELPHIA, PA) is newly SEC-registered with $81.6M RAUM and 6 advisory reps. IAPD ↗
$81.6M RAUM · 6 reps · 248-568-4626
95
STONE WEALTH PARTNERS LLC — (LAFAYETTE, LA) is newly SEC-registered with $102.1M RAUM and 5 advisory reps. IAPD ↗
$102.1M RAUM · 5 reps · 337-660-2334 · stone-wealth.com
95
PTM WEALTH MANAGEMENT, LLC — (NORTH WALES, PA) is newly SEC-registered with $124.1M RAUM and 2 advisory reps. IAPD ↗
$124.1M RAUM · 2 reps · 267-317-1515 · ptmwealth.com
95
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. — (HENDERSON, NV) is newly SEC-registered with $105.1M RAUM and 4 advisory reps. IAPD ↗
$105.1M RAUM · 4 reps · 702-650-4480 · cassadywealth.com
95
GUIDED CAPITAL WEALTH MANAGEMENT, LLC — (HOUSTON, TX) is newly SEC-registered with $111.6M RAUM and 4 advisory reps. IAPD ↗
$111.6M RAUM · 4 reps · 832-975-0710 · guidedcapitalwealth.com
95
DIRECT FINANCIAL CARE — (location n/a) is newly SEC-registered with $150.0M RAUM and 1 advisory reps. IAPD ↗
$150.0M RAUM · 1 reps · 608-630-7974 · directfinancialcare.com
95
CHROME ADVISORS — (SAN FRANCISCO, CA) is newly SEC-registered with $100.3M RAUM and 1 advisory reps. IAPD ↗
$100.3M RAUM · 1 reps · 415-818-9005
95
WISE WEALTH PARTNERS, LLC — (PHOENIX, AZ) is newly SEC-registered with $100.9M RAUM and 2 advisory reps. IAPD ↗
$100.9M RAUM · 2 reps · 480-239-6914
95
IOR — (CLAYTON, MO) is newly SEC-registered with $107.2M RAUM and 1 advisory reps. IAPD ↗
$107.2M RAUM · 1 reps · 833-467-7658 EXT. 1 · investmentofficeresources.net
95
THE WEALTHGARDEN F.S. LLC — (EL SEGUNDO, CA) is newly SEC-registered with $139.2M RAUM and 3 advisory reps. IAPD ↗
$139.2M RAUM · 3 reps · 310-571-8489 · thewealthgardenfs.com
95
ELYSIUM WEALTH MANAGEMENT, LLC — (SOUTH JORDAN, UT) is newly SEC-registered with $116.0M RAUM and 6 advisory reps. IAPD ↗
$116.0M RAUM · 6 reps · 801-735-8407 · ut.myelysium.com
95
ELEVATION WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $113.4M RAUM and 2 advisory reps. IAPD ↗
$113.4M RAUM · 2 reps · 952-905-3042
95
BALLAST ROCK PRIVATE WEALTH — (CHARLESTON, SC) is newly SEC-registered with $170.6M RAUM and 6 advisory reps. IAPD ↗
$170.6M RAUM · 6 reps · (800) 204-2513
95
ENDEAVOR ADVISORS, LLC — (THE WOODLANDS, TX) is newly SEC-registered with $106.1M RAUM and 2 advisory reps. IAPD ↗
$106.1M RAUM · 2 reps · 281-326-9902 · endeavor-advisors.com
95
ALOOOLA — (KINGSTON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 484.275.5525 · alooola.com
95
BLALOCK WILLIAMS, LLC — (ALEXANDER CITY, AL) is newly SEC-registered with $105.5M RAUM and 2 advisory reps. IAPD ↗
$105.5M RAUM · 2 reps · (256) 444-6256
95
THE PINES WEALTH MANAGEMENT, LLC — (SOUTHERN PINES, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (910) 475-8312 · thepineswealth.com
95
NINE30 ADVISORS LLC — (location n/a) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (650) 391-4391 · nine30.com
95
STIRLING FINANCIAL GROUP — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 619-435-1210 · stirlingfinancialgroup.com
95
RICHMOND INVESTMENT SERVICES LLC — (MEQUON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 advisory reps. IAPD ↗
$0 RAUM · 11 reps · 262-242-4200 · richmondis.com
95
BENJAMINS MONEY — (MCLEAN, VA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (240) 395-4455 · 1787fp.co
95
1015 CAPITAL PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 610-574-7036
95
MASTER'S WEALTH MANAGEMENT INC. — (LANCASTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · (717) 581-1323 · mastersadvisors.com
95
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC — (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 317-253-2000
95
ANCHOR WEALTH MANAGEMENT GROUP LLC — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (561) 228-8688 · anchorwealthgroup.com
95
FIRESIDE CAPITAL ADVISORS — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 469-357-6370 · firesidecapital.com
95
PLATFORM WEALTH ADVISORS — (HOLLADAY, UT) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · (385) 243-0553 · walpoleadvisors.com
95
BLACK POINT WEALTH MANAGEMENT — (NAPLES, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 239-306-6300
95
DEMETER TACTICAL INVESTMENTS CORP. — (SHERIDAN, WY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 2125184444 · demeter-funds.com
95
INMAN JAGER WEALTH MANAGEMENT — (HATTIESBURG, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (601) 602-3571 · inmanjagerwm.com
95
YIELD WEALTH LTD. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 770.823.7211
95
ROCKBRIDGE CAPITAL MANAGEMENT — (ALEXANDRIA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 703.628.1036
95
HOLOS INTEGRATED WEALTH — (KENNETT SQUARE, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 484-893-4599
95
WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 480-973-3560
95
FCIG WEALTH MANAGEMENT, LLC — (PLAINFIELD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 877-420-5234
95
TAIKO PRIVATE WEALTH — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 3123004781
95
CARNEGIE LAKE ADVISORS LLC — (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 201-240-6443
95
CORNERSTONE ALTERNATIVES — (GREENVILLE, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 315-416-3384 · 506investorgroup.com
95
CRUSONIA WEALTH ADVISORS LLC — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 303-810-6366 · crusoniawealth.com
95
PONTA WEALTH PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 407-234-5343
95
BLUEWATER WEALTH ADVISORS, LLC — (VESTAVIA, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 205-305-6352
95
RATSON ADVISORY LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 917-325-7440
95
ARIMATHEA — (SOUTH COAST METRO, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 707-813-7070 · arimatheainvesting.com
95
MERKKURI WEALTH ADVISORS LLC — (HICKSVILLE, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 516-268-3446
95
PORT CAPITAL MANAGEMENT — (MASSAPEQUA, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 516-246-5629 · portcapitalmangement.com
95
AURDAN CAPITAL MANAGEMENT, LLC — (BERWYN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 267-547-8171
95
FELLOWSHIP FINANCIAL PLANNING — (SPOKANE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 5094739483 · fellowshipfinancialplanning.com
95
MINDSET WEALTH MANAGEMENT, LLC — (FISHERS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
95
LIGHTHOUSE — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 2014679489 · lighthouse-invest.io
85
J.P. MORGAN SECURITIES LLC — grew from 6784 to 7426 advisory reps. IAPD ↗
$249.73B RAUM · 7426 reps · 800-999-2000
85
OPPENHEIMER & CO. INC. — grew from 1073 to 1126 advisory reps. IAPD ↗
$27.45B RAUM · 1126 reps · 212-668-8000 · oppenheimer.com
85
EDWARD JONES — grew from 19677 to 21219 advisory reps. IAPD ↗
$692.25B RAUM · 21219 reps · 314-515-2000
85
GOLDMAN SACHS & CO. LLC — grew from 2260 to 2406 advisory reps. IAPD ↗
$222.74B RAUM · 2406 reps · 212-902-1000
85
JANNEY MONTGOMERY SCOTT LLC — grew from 1202 to 1239 advisory reps. IAPD ↗
$85.90B RAUM · 1239 reps · 215-665-6000
85
FIFTH THIRD SECURITIES, INC. — grew from 686 to 722 advisory reps. IAPD ↗
$7.98B RAUM · 722 reps · 888-889-1025
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED — grew from 3012 to 3027 advisory reps. IAPD ↗
$149.25B RAUM · 3027 reps · 314-342-2000 · stifelradford.com
85
&PARTNERS — grew from 71 to 87 advisory reps. IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
85
VOYA RETIREMENT ADVISORS, LLC — grew from 70 to 136 advisory reps. IAPD ↗
$27.04B RAUM · 136 reps · (860) 580-2817
85
HORNOR, TOWNSEND & KENT, LLC — grew from 401 to 417 advisory reps. IAPD ↗
$6.86B RAUM · 417 reps · 215-957-7300 · htk.com
85
PRUDENTIAL FINANCIAL PLANNING SERVICES — grew from 2500 to 2700 advisory reps. IAPD ↗
$16.38B RAUM · 2700 reps · 800-235-7637 · prudential.com
85
LPL FINANCIAL LLC — grew from 25961 to 27045 advisory reps. IAPD ↗
$463.48B RAUM · 27045 reps · 704-733-3300
85
EQUITABLE ADVISORS, LLC — grew from 3678 to 3955 advisory reps. IAPD ↗
$29.78B RAUM · 3955 reps · 212-314-4600 · equitable.com
85
CITIGROUP GLOBAL MARKETS INC. — grew from 4737 to 4880 advisory reps. IAPD ↗
$40.52B RAUM · 4880 reps · 212-816-6000 · citibankonline.com
85
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — grew from 25573 to 26251 advisory reps. IAPD ↗
$1271.59B RAUM · 26251 reps · 800-637-7455 · business.bofa.com
85
COMMONWEALTH FINANCIAL NETWORK — grew from 2900 to 3000 advisory reps. IAPD ↗
$177.03B RAUM · 3000 reps · 781-736-0700 · slideshare.net
85
PRIMERICA ADVISORS — grew from 3420 to 3560 advisory reps. IAPD ↗
$8.46B RAUM · 3560 reps · 833-786-0550 · primerica.com
85
CETERA ADVISORS LLC — grew from 947 to 997 advisory reps. IAPD ↗
$21.99B RAUM · 997 reps · 310-257-7880 · cetera.com
85
WELLS FARGO ADVISORS — grew from 1730 to 1978 advisory reps. IAPD ↗
$154.19B RAUM · 1978 reps · 314-875-3000 · stories.wf.com
85
HUNTINGTON FINANCIAL ADVISORS — grew from 366 to 408 advisory reps. IAPD ↗
$5.20B RAUM · 408 reps · 800.322.4600 · huntington.com
85
U.S. BANCORP INVESTMENTS, INC. — grew from 862 to 951 advisory reps. IAPD ↗
$15.87B RAUM · 951 reps · 800-888-4700 · usbank.com
85
WELLS FARGO ADVISORS — grew from 8496 to 8623 advisory reps. IAPD ↗
$558.46B RAUM · 8623 reps · 314-875-3000 · wellsfargoadvisors.com
85
ADVICE AND PLANNING SERVICES — grew from 949 to 1115 advisory reps. IAPD ↗
$32.68B RAUM · 1115 reps · 212-490-9000
85
OSAIC WEALTH, INC. — grew from 2075 to 4397 advisory reps. IAPD ↗
$94.56B RAUM · 4397 reps · 800-821-5100 EXT. 5389
85
STIFEL INDEPENDENT ADVISORS, LLC — grew from 112 to 127 advisory reps. IAPD ↗
$3.56B RAUM · 127 reps · 314-342-4051 · wingsfinancialgroup.com
85
HANTZ FINANCIAL SERVICES, INC. — grew from 251 to 277 advisory reps. IAPD ↗
$6.39B RAUM · 277 reps · 248-304-2855 · hantzgroup.com
85
PARK AVENUE SECURITIES LLC — grew from 1805 to 1820 advisory reps. IAPD ↗
$11.88B RAUM · 1820 reps · 1-888-600-4667
85
AVANTAX ADVISORY SERVICES — grew from 2433 to 2478 advisory reps. IAPD ↗
$41.70B RAUM · 2478 reps · 972-870-6000
85
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC — grew from 904 to 946 advisory reps. IAPD ↗
$2615.93B RAUM · 946 reps · (949) 720-6000 · pimco.com
85
MONETA GROUP INVESTMENT ADVISORS, LLC — grew from 188 to 214 advisory reps. IAPD ↗
$37.48B RAUM · 214 reps · 314-726-2300
85
SEI INVESTMENTS MANAGEMENT CORP — grew from 192 to 223 advisory reps. IAPD ↗
$194.80B RAUM · 223 reps · 610-676-1000 · seic.com
85
CREATIVE PLANNING — grew from 1086 to 1210 advisory reps. IAPD ↗
$175.27B RAUM · 1210 reps · (866) 909-5148
85
CETERA INVESTMENT ADVISERS LLC — grew from 2788 to 5928 advisory reps. IAPD ↗
$104.47B RAUM · 5928 reps · 310-257-7880
85
BNY MELLON ADVISORS, INC. — grew from 8 to 43 advisory reps. IAPD ↗
$19.69B RAUM · 43 reps · 800-200-3033, OPTION 3
85
F L PUTNAM INVESTMENT MANAGEMENT CO. — grew from 37 to 60 advisory reps. IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
85
THE AYCO COMPANY, L.P. — grew from 875 to 997 advisory reps. IAPD ↗
$25.87B RAUM · 997 reps · 518-886-4000
85
CLARFELD — grew from 140 to 160 advisory reps. IAPD ↗
$9.52B RAUM · 160 reps · 914-846-0100 · citizensbank.com
85
UBS ASSET MANAGEMENT (AMERICAS) INC. — grew from 179 to 216 advisory reps. IAPD ↗
$367.88B RAUM · 216 reps · 212-821-3000 · ubs.com
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. — grew from 2070 to 2112 advisory reps. IAPD ↗
$2549.09B RAUM · 2112 reps · (800) 343-1113
85
SAVANT WEALTH MANAGEMENT — grew from 116 to 185 advisory reps. IAPD ↗
$24.40B RAUM · 185 reps · 815-227-0300 · savantwealth.com
85
TRANSAMERICA RETIREMENT ADVISORS, LLC — grew from 105 to 126 advisory reps. IAPD ↗
$12.68B RAUM · 126 reps · 866-368-0566 · transamerica.com
85
LNW — grew from 47 to 62 advisory reps. IAPD ↗
$7.28B RAUM · 62 reps · (415) 399-9159
85
FISHER INVESTMENTS — grew from 1574 to 1613 advisory reps. IAPD ↗
$235.94B RAUM · 1613 reps · 800-851-8845
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — grew from 753 to 801 advisory reps. IAPD ↗
$1661.29B RAUM · 801 reps · 212-902-1000 · nextcapital.lightning.force.com
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — grew from 610 to 689 advisory reps. IAPD ↗
$3964.39B RAUM · 689 reps · 617-563-7000
85
BRIGHTON JONES LLC — grew from 134 to 149 advisory reps. IAPD ↗
$12.49B RAUM · 149 reps · 206-258-5000
85
PRINCIPAL ASSET MANAGEMENT — grew from 683 to 700 advisory reps. IAPD ↗
$377.22B RAUM · 700 reps · 800-787-1621 · edgeassetmgt.com
85
PRINCIPAL REAL ESTATE — grew from 325 to 349 advisory reps. IAPD ↗
$93.91B RAUM · 349 reps · 800-787-1621 · principalcef.com
85
BROWN ADVISORY — grew from 249 to 267 advisory reps. IAPD ↗
$108.33B RAUM · 267 reps · 410-537-5400
85
EAGLE STRATEGIES LLC — grew from 1885 to 1982 advisory reps. IAPD ↗
$20.36B RAUM · 1982 reps · (888) 695-3245
85
EP WEALTH ADVISORS — grew from 176 to 195 advisory reps. IAPD ↗
$22.32B RAUM · 195 reps · 310-543-4559 · epwealth.com
85
ALLWORTH FINANCIAL, L.P. — grew from 133 to 156 advisory reps. IAPD ↗
$19.31B RAUM · 156 reps · 916-482-2196 · advisor.allworthfinancial.com
85
CHOREO, LLC — grew from 105 to 129 advisory reps. IAPD ↗
$16.03B RAUM · 129 reps · 312-702-1680
85
APERIO GROUP, LLC — grew from 39 to 73 advisory reps. IAPD ↗
$80.21B RAUM · 73 reps · 415-339-4300 · aperiogroup.com
85
LNW — grew from 40 to 65 advisory reps. IAPD ↗
$4.63B RAUM · 65 reps · 206-464-5100 · vimeo.com
85
SPIRE WEALTH MANAGEMENT, LLC — grew from 68 to 93 advisory reps. IAPD ↗
$4.78B RAUM · 93 reps · 703-657-6060 · levorchickwealth.com
85
CAZ INVESTMENTS L.P. — grew from 28 to 46 advisory reps. IAPD ↗
$6.40B RAUM · 46 reps · 713-403-8250 · cazinvestments.com
85
WAVERLY ADVISORS, LLC — grew from 69 to 84 advisory reps. IAPD ↗
$10.06B RAUM · 84 reps · 205-871-3334 · waassett.com
85
SEQUOIA FINANCIAL GROUP, L.L.C. — grew from 116 to 143 advisory reps. IAPD ↗
$17.87B RAUM · 143 reps · 330-375-9480
85
BEACON POINTE ADVISORS, LLC — grew from 230 to 296 advisory reps. IAPD ↗
$31.28B RAUM · 296 reps · 949-718-1600
85
NFP RETIREMENT INC. — grew from 115 to 131 advisory reps. IAPD ↗
$96.45B RAUM · 131 reps · 949.460.9898 · nfp.com
85
REGAL INVESTMENT ADVISORS LLC — grew from 90 to 117 advisory reps. IAPD ↗
$2.55B RAUM · 117 reps · 616-224-2204 · regal-lionshare.com
85
CLIFFWATER LLC — grew from 56 to 76 advisory reps. IAPD ↗
$26.71B RAUM · 76 reps · 310-448-5000 · cliffwater.com
85
GENERAL ATLANTIC SERVICE COMPANY, L.P. — grew from 180 to 209 advisory reps. IAPD ↗
$85.09B RAUM · 209 reps · (212) 715-4000
85
CURI RMB CAPITAL, LLC — grew from 66 to 87 advisory reps. IAPD ↗
$8.48B RAUM · 87 reps · 312-993-5800
85
MARINER WEALTH — grew from 646 to 709 advisory reps. IAPD ↗
$81.11B RAUM · 709 reps · 913-904-5700
85
NATIONWIDE INVESTMENT ADVISORS, LLC — grew from 310 to 348 advisory reps. IAPD ↗
$14.33B RAUM · 348 reps · 614-435-8371
85
MERIT FINANCIAL ADVISORS — grew from 101 to 117 advisory reps. IAPD ↗
$7.25B RAUM · 117 reps · 678-867-7050 · meritfa.com
85
METLIFE INVESTMENT MANAGEMENT, LLC — grew from 660 to 695 advisory reps. IAPD ↗
$499.52B RAUM · 695 reps · 973-355-4000 · investments.metlife.com
85
BUCKINGHAM STRATEGIC PARTNERS, LLC — grew from 43 to 312 advisory reps. IAPD ↗
$25.74B RAUM · 312 reps · 314-725-0455 · focusfinancialpartners.com
85
BUCKINGHAM STRATEGIC WEALTH, LLC — grew from 258 to 312 advisory reps. IAPD ↗
$27.03B RAUM · 312 reps · 314-725-0455 · buckinghamstrategic.com
85
HIGHTOWER ADVISORS, LLC — grew from 777 to 792 advisory reps. IAPD ↗
$130.24B RAUM · 792 reps · 312-962-3800 · clearperspectiveadvisors.com
85
GALLAGHER FIDUCIARY ADVISORS, LLC — grew from 122 to 160 advisory reps. IAPD ↗
$10.24B RAUM · 160 reps · 212-918-9685 · ajg.com
85
MERCER GLOBAL ADVISORS INC. — grew from 400 to 727 advisory reps. IAPD ↗
$45.35B RAUM · 727 reps · (888) 885-8101
85
KINGSVIEW WEALTH MANAGEMENT, LLC — grew from 70 to 85 advisory reps. IAPD ↗
$4.85B RAUM · 85 reps · 312-870-6701
85
NB ALTERNATIVES ADVISERS LLC — grew from 165 to 187 advisory reps. IAPD ↗
$118.04B RAUM · 187 reps · 214-647-9500
85
CERITY PARTNERS LLC — grew from 395 to 704 advisory reps. IAPD ↗
$80.57B RAUM · 704 reps · 212-850-4260 · ceritypartners.com
85
PATHSTONE — grew from 188 to 287 advisory reps. IAPD ↗
$48.26B RAUM · 287 reps · 201-944-7284
85
BTG PACTUAL ASSET MANAGEMENT US , LLC — grew from 32 to 68 advisory reps. IAPD ↗
$27.79B RAUM · 68 reps · 212-293-4600 · timberlandinvestmentgroup.com
85
EMPIRICAL WEALTH MANAGEMENT — grew from 34 to 59 advisory reps. IAPD ↗
$5.53B RAUM · 59 reps · 206-923-3474
85
INVESCO MANAGED ACCOUNTS, LLC — grew from 14 to 29 advisory reps. IAPD ↗
$17.54B RAUM · 29 reps · 1-866-769-2773 · snwam.com
85
KESTRA PRIVATE WEALTH SERVICES, LLC — grew from 119 to 158 advisory reps. IAPD ↗
$7.30B RAUM · 158 reps · 844-553-7872
85
MODERA WEALTH MANAGEMENT, LLC — grew from 64 to 100 advisory reps. IAPD ↗
$12.53B RAUM · 100 reps · (201) 768-4600
85
PROSPERITY CAPITAL ADVISORS — grew from 63 to 104 advisory reps. IAPD ↗
$2.25B RAUM · 104 reps · 888-240-0064
85
RWA WEALTH PARTNERS — grew from 52 to 71 advisory reps. IAPD ↗
$15.42B RAUM · 71 reps · 617-321-2200 · advisercapital.com
85
THE COLONY GROUP, LLC — grew from 215 to 255 advisory reps. IAPD ↗
$21.47B RAUM · 255 reps · 617-723-8200 · bredeinvestment.com
85
CAPITAL ANALYSTS — grew from 680 to 704 advisory reps. IAPD ↗
$7.10B RAUM · 704 reps · 800-242-1421 · lincolninvestment.com
85
OSAIC ADVISORY SERVICES, LLC — grew from 119 to 141 advisory reps. IAPD ↗
$4.94B RAUM · 141 reps · 866-580-8219 · servetwealth.com
85
GLOBAL RETIREMENT PARTNERS LLC — grew from 444 to 493 advisory reps. IAPD ↗
$140.72B RAUM · 493 reps · 415-526-2753 · grpfinancial.com
85
PFG ADVISORS — grew from 78 to 99 advisory reps. IAPD ↗
$2.33B RAUM · 99 reps · (800) 405-8850 · davisfm.com
85
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC — grew from 170 to 206 advisory reps. IAPD ↗
$27.24B RAUM · 206 reps · 203-752-4502 · kofcassetadvisors.org
85
CAPTRUST — grew from 607 to 718 advisory reps. IAPD ↗
$852.17B RAUM · 718 reps · 919-870-6822 · strategicadvisorgroup.com
85
PENSIONMARK FINANCIAL GROUP, LLC — grew from 130 to 166 advisory reps. IAPD ↗
$37.76B RAUM · 166 reps · 888-201-5488
85
LIDO — grew from 107 to 147 advisory reps. IAPD ↗
$19.66B RAUM · 147 reps · 310-278-8232 · lidoadvisors.com
85
CREATIVEONE WEALTH, LLC — grew from 157 to 188 advisory reps. IAPD ↗
$3.43B RAUM · 188 reps · (888) 798-2360 · fullarcwealth.com
85
BANKERS LIFE ADVISORY SERVICES, INC. — grew from 363 to 378 advisory reps. IAPD ↗
$1.49B RAUM · 378 reps · 844-553-9083 · bankerslife.com
85
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — grew from 207 to 327 advisory reps. IAPD ↗
$15.39B RAUM · 327 reps · 212-364-0364 · advisorhub.com
85
MARINER INDEPENDENT — grew from 131 to 184 advisory reps. IAPD ↗
$8.15B RAUM · 184 reps · 650-571-1934 · johnhalladvisor.com
85
INTEGRATED WEALTH CONCEPTS LLC — grew from 178 to 423 advisory reps. IAPD ↗
$12.39B RAUM · 423 reps · (781) 890-3045 · reserveinvestments.com
85
FROST INVESTMENT SERVICES — grew from 73 to 94 advisory reps. IAPD ↗
$2.74B RAUM · 94 reps · 210.220.5000
85
55IP — grew from 53 to 73 advisory reps. IAPD ↗
$17.48B RAUM · 73 reps · 617-960-9559 · 55-ip.com
85
JORDAN PARK GROUP LLC — grew from 62 to 86 advisory reps. IAPD ↗
$15.41B RAUM · 86 reps · (415) 417-3000 · jordanpark.com
85
FIDELITY PERSONAL AND WORKPLACE ADVISORS — grew from 13507 to 15424 advisory reps. IAPD ↗
$818.78B RAUM · 15424 reps · 617-563-7000
85
ARKADIOS WEALTH ADVISORS — grew from 115 to 137 advisory reps. IAPD ↗
$2.68B RAUM · 137 reps · 404-445-0035 · arkadioscapital.com
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 405 to 573 advisory reps. IAPD ↗
$51.82B RAUM · 573 reps · 212-549-5100
85
APOLLON WEALTH MANAGEMENT, LLC — grew from 71 to 93 advisory reps. IAPD ↗
$5.52B RAUM · 93 reps · 843-579-0018
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 122 to 161 advisory reps. IAPD ↗
$27.37B RAUM · 161 reps · 212-549-5100
85
DAKOTA WEALTH, LLC — grew from 38 to 54 advisory reps. IAPD ↗
$5.33B RAUM · 54 reps · (561) 774-8101 · persimmoncapitalmanagement.sharefile.com
85
SIMPLICITY WEALTH — grew from 132 to 159 advisory reps. IAPD ↗
$3.17B RAUM · 159 reps · 844-220-8326 · augusthvelten.com
85
IEQ CAPITAL, LLC — grew from 81 to 100 advisory reps. IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
85
FARTHER — grew from 53 to 76 advisory reps. IAPD ↗
$2.18B RAUM · 76 reps · 628-246-8004
85
THRIVENT ADVISOR NETWORK, LLC — grew from 134 to 164 advisory reps. IAPD ↗
$6.16B RAUM · 164 reps · (612) 844-8444
85
THE AMERIFLEX GROUP — grew from 85 to 149 advisory reps. IAPD ↗
$6.52B RAUM · 149 reps · (702) 987-9730 · theameriflexgroup.com
85
CONNECTUS WEALTH — grew from 49 to 83 advisory reps. IAPD ↗
$8.67B RAUM · 83 reps · 513-832-5463
85
CORIENT — grew from 457 to 476 advisory reps. IAPD ↗
$118.19B RAUM · 476 reps · (305) 735-2020 · corient.com
85
FOURTHOUGHT FINANCIAL PARTNERS, LLC. — grew from 6 to 21 advisory reps. IAPD ↗
$1.33B RAUM · 21 reps · 941-408-8557
85
CITI GLOBAL ALTERNATIVES, LLC — grew from 55 to 75 advisory reps. IAPD ↗
$20.61B RAUM · 75 reps · 212-559-1000 · privatebank.citibank.com
85
MODERN WEALTH MANAGEMENT, LLC — grew from 19 to 36 advisory reps. IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000
85
MIDLAND WEALTH MANAGEMENT — grew from 1 to 16 advisory reps. IAPD ↗
$2.53B RAUM · 16 reps · 312-660-6516
84
SAGE, RUTTY & CO., INC. — grew from 25 to 39 advisory reps. IAPD ↗
$2.47B RAUM · 39 reps · 585-232-3760
84
NORTHERN TRUST INVESTMENTS, INCORPORATED — grew from 194 to 208 advisory reps. IAPD ↗
$1016.56B RAUM · 208 reps · 312-630-6000 · capitalmarketassumptions.com
84
BOSTON PARTNERS — grew from 41 to 55 advisory reps. IAPD ↗
$89.69B RAUM · 55 reps · 617-832-8200 · boston-partners.com
84
FOURSTAR WEALTH ADVISORS, LLC — grew from 25 to 39 advisory reps. IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
84
INSIGNEO ADVISORY SERVICES, LLC — grew from 154 to 168 advisory reps. IAPD ↗
$3.07B RAUM · 168 reps · 305.373.9000 · insigneo.com
84
ONEASCENT FINANCIAL SERVICES LLC — grew from 25 to 39 advisory reps. IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142
84
EVERSOURCE WEALTH ADVISORS, LLC — grew from 26 to 40 advisory reps. IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515
83
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC — grew from 25 to 471 advisory reps. IAPD ↗
$990.9M RAUM · 471 reps · 971-353-7800 · valenciagroupsp.stewardpartners.com
83
ARVEST WEALTH MANAGEMENT — grew from 214 to 227 advisory reps. IAPD ↗
$2.59B RAUM · 227 reps · 888-916-2121 · advisors.arvest.com
83
EDELMAN FINANCIAL ENGINES — grew from 478 to 491 advisory reps. IAPD ↗
$270.77B RAUM · 491 reps · 408-498-6000
83
GAMCO ASSET MANAGEMENT INC. — grew from 23 to 36 advisory reps. IAPD ↗
$10.38B RAUM · 36 reps · 914-921-5000
83
BOLTON GLOBAL ASSET MANAGEMENT — grew from 102 to 115 advisory reps. IAPD ↗
$5.85B RAUM · 115 reps · 978.779.5361 · boltoncapitalgroup.com
83
PARALLEL ADVISORS, LLC — grew from 43 to 56 advisory reps. IAPD ↗
$7.08B RAUM · 56 reps · 866-627-6984
83
PRIVATE ADVISOR GROUP, LLC — grew from 708 to 721 advisory reps. IAPD ↗
$31.54B RAUM · 721 reps · 973-538-7010
83
RFG ADVISORY, LLC — grew from 89 to 102 advisory reps. IAPD ↗
$3.86B RAUM · 102 reps · 205-397-2450 · etainvestments.com
83
FUSE PARTNERS, LLC — grew from 19 to 36 advisory reps. IAPD ↗
$903.2M RAUM · 36 reps · 972-361-1001
83
INTRUA FINANCIAL — grew from 29 to 42 advisory reps. IAPD ↗
$1.66B RAUM · 42 reps · 713-355-9910
83
PRINCIPAL ADVISED SERVICES — grew from 43 to 58 advisory reps. IAPD ↗
$569.5M RAUM · 58 reps · 866-412-0770
83
INSPIRE ADVISORS, LLC — grew from 29 to 45 advisory reps. IAPD ↗
$835.3M RAUM · 45 reps · 877-859-6383 · inspireadvisors.com
83
FIFTH THIRD WEALTH ADVISORS LLC — grew from 13 to 37 advisory reps. IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
83
IMPACT PARTNERSHIP WEALTH, LLC — grew from 33 to 50 advisory reps. IAPD ↗
$751.6M RAUM · 50 reps · 800-380-5040
83
49 FINANCIAL — grew from 47 to 74 advisory reps. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
83
BLUESTEM WEALTH PARTNERS, LLC — grew from 3 to 33 advisory reps. IAPD ↗
$811.0M RAUM · 33 reps · 612-464-0372
82
WILSHIRE — grew from 81 to 93 advisory reps. IAPD ↗
$94.87B RAUM · 93 reps · 310-451-3051
82
NORTHERN TRUST SECURITIES, INC — grew from 58 to 70 advisory reps. IAPD ↗
$1.03B RAUM · 70 reps · 312-557-2000 · northerntrust.com
82
HARBOUR INVESTMENTS, INC. — grew from 194 to 206 advisory reps. IAPD ↗
$6.10B RAUM · 206 reps · 608-662-6100
82
STRATEGIC ADVISERS LLC — grew from 146 to 158 advisory reps. IAPD ↗
$824.74B RAUM · 158 reps · 617-563-7000 · reddit.com
82
CLEARSTEAD; HARTLAND & CO., LLC — grew from 48 to 60 advisory reps. IAPD ↗
$15.32B RAUM · 60 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
82
NISA INVESTMENT ADVISORS, LLC — grew from 182 to 194 advisory reps. IAPD ↗
$306.24B RAUM · 194 reps · 314-721-1900 · nisa.com
82
TA REALTY LLC — grew from 73 to 85 advisory reps. IAPD ↗
$2.11B RAUM · 85 reps · (617) 476-2700
82
CREATIVE FINANCIAL DESIGNS, INC. — grew from 140 to 152 advisory reps. IAPD ↗
$2.08B RAUM · 152 reps · 765-453-9600 · creativefinancialdesigns.com
82
REDHAWK WEALTH ADVISORS, INC. — grew from 35 to 47 advisory reps. IAPD ↗
$1.82B RAUM · 47 reps · 952-835-4295
82
NORTHROCK PARTNERS, LLC — grew from 27 to 39 advisory reps. IAPD ↗
$5.80B RAUM · 39 reps · (612) 367-8800 · facebook.comhttps
82
RITHOLTZ WEALTH MANAGEMENT — grew from 26 to 38 advisory reps. IAPD ↗
$4.27B RAUM · 38 reps · (212) 625-1200
82
WEALTHCARE ADVISORY PARTNERS LLC — grew from 133 to 145 advisory reps. IAPD ↗
$4.54B RAUM · 145 reps · 804.644.4711 · birdseyewealthplanning.com
82
INVST, LLC — grew from 28 to 40 advisory reps. IAPD ↗
$1.35B RAUM · 40 reps · 317-202-1891
82
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY — grew from 38 to 50 advisory reps. IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
81
BOK FINANCIAL ADVISORS — grew from 138 to 151 advisory reps. IAPD ↗
$737.6M RAUM · 151 reps · 877-781-6889
81
MANULIFE INVESTMENT MANAGEMENT (US) LLC — grew from 127 to 138 advisory reps. IAPD ↗
$188.78B RAUM · 138 reps · 617-375-1500
81
PLANTE MORAN FINANCIAL ADVISORS — grew from 128 to 139 advisory reps. IAPD ↗
$19.43B RAUM · 139 reps · 248-352-2500 · wealth.plantemoran.com
81
LEVEL FOUR ADVISORY SERVICES — grew from 109 to 120 advisory reps. IAPD ↗
$4.33B RAUM · 120 reps · 972-665-0878 · lioncrownwealthmanagement.com
81
AVIOR WEALTH MANAGEMENT, LLC — grew from 86 to 97 advisory reps. IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
81
HUDSON ADVISORS — grew from 105 to 116 advisory reps. IAPD ↗
$36.79B RAUM · 116 reps · 214-754-8400 · hudson-advisors.com
81
GOOD LIFE ADVISORS, LLC — grew from 89 to 100 advisory reps. IAPD ↗
$2.90B RAUM · 100 reps · 610-898-6927 · templeton-cornerstonecolumbia.com
81
THE WEALTH CONSULTING GROUP — grew from 149 to 160 advisory reps. IAPD ↗
$5.19B RAUM · 160 reps · 702-263-1919 · fideswealth.com
81
CRESTWOOD ADVISORS — grew from 35 to 46 advisory reps. IAPD ↗
$5.69B RAUM · 46 reps · 617-523-8880 · crestwoodadvisors.com
81
PERENNIAL FINANCIAL SERVICES — grew from 21 to 32 advisory reps. IAPD ↗
$1.48B RAUM · 32 reps · 310-445-2504
81
ATOMIC INVEST LLC — grew from 8 to 19 advisory reps. IAPD ↗
$1.53B RAUM · 19 reps · 212-419-5036 · atomicvest.com
81
GATEWAY WEALTH PARTNERS, LLC — grew from 38 to 51 advisory reps. IAPD ↗
$891.6M RAUM · 51 reps · (920) 731-9293 · integratedwealthpartners.com
81
PEGASUS PARTNERS — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$3.09B RAUM · 10 reps · 262-478-9009
81
THE NEMES RUSH GROUP, LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$1.07B RAUM · 7 reps · 248-449-5436
81
CORIENT — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$118.19B RAUM · 476 reps · (305) 735-2020 · corient.com
80
SMITH MOORE & CO. — grew from 40 to 50 advisory reps. IAPD ↗
$1.71B RAUM · 50 reps · 314-727-5225
80
W&S BROKERAGE SERVICES, INC. — grew from 56 to 73 advisory reps. IAPD ↗
$122.9M RAUM · 73 reps · 800-257-2135
80
LIFEMARK SECURITIES CORP. — grew from 70 to 86 advisory reps. IAPD ↗
$246.1M RAUM · 86 reps · 585-424-5672 · lifemark.com
80
FIRST HORIZON ADVISORS, INC — grew from 170 to 180 advisory reps. IAPD ↗
$12.39B RAUM · 180 reps · 1-800-213-3702 · firsthorizon.com
80
MEEDER ADVISORY SERVICES, INC. — grew from 26 to 36 advisory reps. IAPD ↗
$1.44B RAUM · 36 reps · 800-325-3539 · meederinvestment.com
80
MFS INSTITUTIONAL ADVISORS INC. — grew from 322 to 332 advisory reps. IAPD ↗
$128.52B RAUM · 332 reps · 617-954-5000
80
MORNINGSTAR INVESTMENT SERVICES LLC — grew from 31 to 41 advisory reps. IAPD ↗
$11.97B RAUM · 41 reps · 312-696-6000 · mp.morningstar.com
80
AMERICAN PORTFOLIOS ADVISORS, INC — grew from 590 to 600 advisory reps. IAPD ↗
$13.08B RAUM · 600 reps · 631-439-4600 X156
80
SCS CAPITAL MANAGEMENT LLC — grew from 35 to 45 advisory reps. IAPD ↗
$30.19B RAUM · 45 reps · 617-204-6400
80
BROOKSTONE WEALTH ADVISORS, LLC — grew from 198 to 225 advisory reps. IAPD ↗
$0 RAUM · 225 reps · 6306531400 · retirementwealth.com
80
PURE FINANCIAL ADVISORS, LLC — grew from 46 to 56 advisory reps. IAPD ↗
$6.29B RAUM · 56 reps · 877-222-6044 · purefinancial.com
80
VECTORGLOBAL IAG, INC. — grew from 15 to 25 advisory reps. IAPD ↗
$1.38B RAUM · 25 reps · 305-350-3350 · vectorglobaliag.com
80
GRADIENT ADVISORS, LLC — grew from 137 to 152 advisory reps. IAPD ↗
$207.1M RAUM · 152 reps · 877-885-0508 · thefinancialhq.com
80
ASHTON THOMAS PRIVATE WEALTH — grew from 37 to 47 advisory reps. IAPD ↗
$2.89B RAUM · 47 reps · 602-732-4745
80
SCHWAB WEALTH ADVISORY, INC. — grew from 801 to 898 advisory reps. IAPD ↗
$0 RAUM · 898 reps · 415-667-7000
80
FI3 FINANCIAL ADVISORS, LLC — grew from 6 to 18 advisory reps. IAPD ↗
$791.7M RAUM · 18 reps · 317-426-8800 · twitter@fi3advisors.com
80
APELLA WEALTH — grew from 30 to 40 advisory reps. IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
80
CYNOSURE GROUP, LLC — grew from 25 to 35 advisory reps. IAPD ↗
$4.86B RAUM · 35 reps · 801-521-3100 · cynosuregroup.com
80
PRIME CAPITAL INVESTMENT ADVISORS, LLC — grew from 188 to 198 advisory reps. IAPD ↗
$24.36B RAUM · 198 reps · (800) 493-6226 · libertywealthadvisors.com
80
FLORIDA FINANCIAL ADVISORS, LLC — grew from 170 to 294 advisory reps. IAPD ↗
$199.0M RAUM · 294 reps · (813) 333-1683
80
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — grew from 74 to 84 advisory reps. IAPD ↗
$3.93B RAUM · 84 reps · 617-563-7000
80
NOMAD — grew from 5 to 22 advisory reps. IAPD ↗
$215.0M RAUM · 22 reps · 1-888-998-2261 · nomadglobal.com
80
ADVISOR SHARE WEALTH MANAGEMENT — grew from 2 to 22 advisory reps. IAPD ↗
$48.0M RAUM · 22 reps · 866-232-3251 · aswealthmanagement.com
80
EDWARD JONES — now offers financial planning (Item 5G(1)). IAPD ↗
$692.25B RAUM · 21219 reps · 314-515-2000
80
HOWLAND CAPITAL MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$2.78B RAUM · 10 reps · 617-357-9110
80
BROCKENBROUGH — now offers financial planning (Item 5G(1)). IAPD ↗
$4.82B RAUM · 15 reps · 804-288-0404 · jamestownfunds.com
80
INVESTMENT CONSULTING GROUP INC — now offers financial planning (Item 5G(1)). IAPD ↗
$2.38B RAUM · 2 reps · 563-322-2322 · investmentconsultinggroupinc.com
80
EUBEL BRADY & SUTTMAN — now offers financial planning (Item 5G(1)). IAPD ↗
$1.98B RAUM · 33 reps · 937-291-1223 · ebsinvests.com
80
SARATOGA RESEARCH & INVESTMENT MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$2.74B RAUM · 13 reps · (408) 741-2330 · saratogarim.com
80
IPI WEALTH MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$2.15B RAUM · 75 reps · 217-425-6340
80
GREYCOURT & CO., INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$5.09B RAUM · 21 reps · 412-361-0100
80
ICAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$1.12B RAUM · 7 reps · (617)542-8700 · icapitalforme.com
80
FREEDOM INVESTMENT MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$2.01B RAUM · 10 reps · 860-291-1998
80
CBIZ INVESTMENT ADVISORY SERVICES, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$8.86B RAUM · 86 reps · 216-447-9000
80
ASSET ADVISORS — now offers financial planning (Item 5G(1)). IAPD ↗
$1.15B RAUM · 5 reps · 706-650-9900 · focusfinancialpartners.com
80
SEAVIEW INVESTMENT MANAGERS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$1.14B RAUM · 6 reps · 305-330-2332 · seaviewinvestmentmanagers.com
80
AZIMUTH CAPITAL MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$3.37B RAUM · 10 reps · 248-433-4000 · azimuthcap.com
80
ADVISOR PARTNERS — now offers financial planning (Item 5G(1)). IAPD ↗
$3.38B RAUM · 6 reps · 888-265-2257 · advisorpartners.com
79
SILVER OAK SECURITIES, INC. — grew from 96 to 105 advisory reps. IAPD ↗
$1.46B RAUM · 105 reps · 731-668-3825
79
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC — grew from 35 to 44 advisory reps. IAPD ↗
$41.19B RAUM · 44 reps · 310-556-2721
79
1834 INVESTMENT ADVISORS CO. — grew from 8 to 17 advisory reps. IAPD ↗
$1.12B RAUM · 17 reps · (414) 615-1012 · 1834investmentadvisors.com
79
AVANTAX PLANNING PARTNERS, INC. — grew from 239 to 248 advisory reps. IAPD ↗
$6.38B RAUM · 248 reps · 563-582-2855 · avantax.com
79
FIRST TRUST ADVISORS LP — grew from 86 to 95 advisory reps. IAPD ↗
$210.88B RAUM · 95 reps · 630-765-8000
79
MISSIONSQUARE RETIREMENT — grew from 213 to 224 advisory reps. IAPD ↗
$668.2M RAUM · 224 reps · 202-962-4600 · investments.missionsq.org
79
T. ROWE PRICE ADVISORY SERVICES, INC. — grew from 33 to 42 advisory reps. IAPD ↗
$2.56B RAUM · 42 reps · 800-225-5132 · troweprice.com
79
HAMILTON CAPITAL — grew from 46 to 55 advisory reps. IAPD ↗
$4.22B RAUM · 55 reps · 614-273-1000
79
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — grew from 125 to 134 advisory reps. IAPD ↗
$3.48B RAUM · 134 reps · 630-600-0500
79
CAVANAL HILL INVESTMENT MANAGEMENT, INC. — grew from 29 to 38 advisory reps. IAPD ↗
$11.57B RAUM · 38 reps · 800-958-2942 · cavanalhill.com
79
JOHNSON INVESTMENT COUNSEL, INC. — grew from 70 to 79 advisory reps. IAPD ↗
$18.61B RAUM · 79 reps · 513-661-3100 · johnsonmutualfunds.com
79
PERIGON WEALTH MANAGEMENT, LLC — grew from 64 to 73 advisory reps. IAPD ↗
$6.94B RAUM · 73 reps · (877) 977-2555
79
DAI WEALTH, LLC — grew from 14 to 28 advisory reps. IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
79
FREESTONE CAPITAL MANAGEMENT, LLC — grew from 34 to 43 advisory reps. IAPD ↗
$9.53B RAUM · 43 reps · 206-707-7300
79
SOLTIS INVESTMENT ADVISORS, LLC — grew from 36 to 45 advisory reps. IAPD ↗
$6.82B RAUM · 45 reps · 435-674-1600 · soltisadvisors.com
79
RAINE CAPITAL LLC — grew from 102 to 111 advisory reps. IAPD ↗
$3.45B RAUM · 111 reps · 212-603-5500 · raine.com
79
ROBERTSON STEPHENS — grew from 42 to 51 advisory reps. IAPD ↗
$4.93B RAUM · 51 reps · 415-500-6810 · rscapital.com
79
FORTIS CAPITAL ADVISORS, LLC — grew from 13 to 24 advisory reps. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
79
VICTORY FINANCIAL — grew from 1 to 12 advisory reps. IAPD ↗
$288.8M RAUM · 12 reps · (512) 763-7671 · victoryfinancialgroup.com
79
LJI WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$853.2M RAUM · 15 reps · 317-466-9702 · ljiwm.com
79
COMMONWEALTH FINANCIAL SERVICES — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$649.5M RAUM · 11 reps · 304-422-3531
78
MUZINICH & CO., INC. — grew from 58 to 66 advisory reps. IAPD ↗
$28.11B RAUM · 66 reps · 212-888-3413 · muzinich.com
78
POLEN CAPITAL MANAGEMENT, LLC — grew from 19 to 27 advisory reps. IAPD ↗
$43.24B RAUM · 27 reps · 1-561-241-2425
78
MWA FINANCIAL SERVICES, INC. — grew from 102 to 115 advisory reps. IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
78
MORGAN STANLEY AIP GP LP — grew from 142 to 150 advisory reps. IAPD ↗
$34.22B RAUM · 150 reps · 610-260-7600 · morganstanley.com
78
GREAT VALLEY ADVISOR GROUP, INC. — grew from 146 to 154 advisory reps. IAPD ↗
$7.34B RAUM · 154 reps · 302-483-7200 · dsb-rockisland.com
78
MERCER INVESTMENTS LLC — grew from 603 to 611 advisory reps. IAPD ↗
$129.79B RAUM · 611 reps · 617-747-9500
78
CONCORDE ASSET MANAGEMENT, LLC — grew from 57 to 67 advisory reps. IAPD ↗
$395.1M RAUM · 67 reps · 248-824-6710 · concordeis.com
78
FFT WEALTH MANAGEMENT — grew from 14 to 22 advisory reps. IAPD ↗
$3.13B RAUM · 22 reps · 610-545-6100 · fftwealth.com
78
OBRA CAPITAL MANAGEMENT, LLC. — grew from 46 to 54 advisory reps. IAPD ↗
$2.68B RAUM · 54 reps · 512-961-8265
78
STEELPEAK WEALTH, LLC — grew from 20 to 28 advisory reps. IAPD ↗
$2.54B RAUM · 28 reps · (818) 835-8720 · steelpeak.com
78
KOVITZ INVESTMENT GROUP PARTNERS, LLC — grew from 44 to 52 advisory reps. IAPD ↗
$11.29B RAUM · 52 reps · 312-334-7300
78
QUEST PARTNERS LLC — grew from 17 to 25 advisory reps. IAPD ↗
$2.03B RAUM · 25 reps · (212) 838-7222
78
LGL PARTNERS, LLC — grew from 14 to 22 advisory reps. IAPD ↗
$1.20B RAUM · 22 reps · 610-545-6100
78
MARINER INDEPENDENT — grew from 75 to 83 advisory reps. IAPD ↗
$4.35B RAUM · 83 reps · 650-571-1934
78
CASSADAY & COMPANY, INC. — grew from 19 to 27 advisory reps. IAPD ↗
$4.98B RAUM · 27 reps · 703-506-8200
78
SAPIENT CAPITAL LLC — grew from 11 to 19 advisory reps. IAPD ↗
$9.28B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
78
HOWLAND CAPITAL MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$2.78B RAUM · 10 reps · 617-357-9110
78
GALLAGHER FIDUCIARY ADVISORS, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$10.24B RAUM · 160 reps · 212-918-9685 · ajg.com
78
CANTOR FITZGERALD INVESTMENT ADVISORS — reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$1.64B RAUM · 7 reps · (212) 915-1722 · cantor.com
78
TRANSFORM WEALTH, LLC — reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$2.51B RAUM · 16 reps · 303-741-2560 · transformwealth.com
78
PARCION PRIVATE WEALTH LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$2.19B RAUM · 18 reps · 425-278-9555 · parcionpw.com
78
SIERRA INVESTMENT MANAGEMENT INC — now offers financial planning (Item 5G(1)). IAPD ↗
$388.1M RAUM · 9 reps · 310-452-1887 · sierrainvestment.com
78
MOON CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$278.4M RAUM · 3 reps · 865-546-1234 · mooncap.com
78
SHAYNE & JACOBS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$483.0M RAUM · 3 reps · 615/250-1600 · shayneandjacobs.com
78
PERSIUM ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$436.5M RAUM · 9 reps · 678-322-3000 · persiumgroup.com
78
ANDERSON GROWTH PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$843.3M RAUM · 4 reps · 205-909-0950 · agpadvisors.com
78
AXIOM ASSET MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$728.1M RAUM · 5 reps · 610-688-0050 · axiomasset.com
78
NORTHWEST WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$717.8M RAUM · 17 reps · 877-207-0994
78
FOREFRONT ANALYTICS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$500.4M RAUM · 11 reps · 610-341-3900 · forefrontanalytics.com
78
ACTIVEST WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$613.4M RAUM · 8 reps · 954-399-8121 · activestwm.com
78
COMPASS FINANCIAL MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$409.4M RAUM · 20 reps · 813-831-5168 · compassfmllc.com
78
MULHOLLAND WEALTH ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$430.5M RAUM · 6 reps · 3102728185 · mulhollandwa.com
78
FSA WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$414.2M RAUM · 4 reps · (781) 455-1020 · fsawm.com
78
PIERSON WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$306.5M RAUM · 3 reps · 404-233-7272 · piersonwealth.com
78
WEALTH MANAGEMENT PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$578.3M RAUM · 6 reps · 520-297-7999
78
TRADEWINDS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$293.9M RAUM · 6 reps · 919-571-2833 · tradewinds.global
78
SOLLINDA CAPITAL MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$916.8M RAUM · 9 reps · 828-455-4264 · sollinda.com
78
A16Z PERENNIAL MANAGEMENT, L.P. — now offers financial planning (Item 5G(1)). IAPD ↗
$812.9M RAUM · 9 reps · (650) 798-5800 · a16z.com
77
HALBERT HARGROVE — grew from 29 to 36 advisory reps. IAPD ↗
$3.16B RAUM · 36 reps · 562-435-5657
77
NEW ENGLAND ASSET MANAGEMENT, INC. — grew from 42 to 49 advisory reps. IAPD ↗
$95.24B RAUM · 49 reps · 860-676-8722
77
ASSET PRESERVATION ADVISORS, LLC — grew from 13 to 20 advisory reps. IAPD ↗
$6.93B RAUM · 20 reps · 404-261-1333
77
MAIRS & POWER — grew from 19 to 26 advisory reps. IAPD ↗
$10.96B RAUM · 26 reps · 651-222-8478 · mairsandpower.com
77
BOUCHEY FINANCIAL GROUP LTD — grew from 12 to 19 advisory reps. IAPD ↗
$1.16B RAUM · 19 reps · 518-720-3333 · boucheyfinancial.com
77
PARTNERS CAPITAL INVESTMENT GROUP, LLP — grew from 76 to 83 advisory reps. IAPD ↗
$35.33B RAUM · 83 reps · 617-292-2570
77
CARY STREET PARTNERS — grew from 64 to 71 advisory reps. IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
77
CSENGE ADVISORY GROUP, LLC — grew from 69 to 76 advisory reps. IAPD ↗
$2.75B RAUM · 76 reps · 727-437-6000 · fidelisfinancialstrategies.com
77
HOYLECOHEN, LLC — grew from 21 to 28 advisory reps. IAPD ↗
$3.43B RAUM · 28 reps · 858-576-7300 · focusfinancialpartners.com
77
TOTAL CLARITY WEALTH MANAGEMENT, INC — grew from 14 to 23 advisory reps. IAPD ↗
$458.0M RAUM · 23 reps · 630-762-9352
77
CALAMOS WEALTH MANAGEMENT LLC — grew from 26 to 33 advisory reps. IAPD ↗
$3.33B RAUM · 33 reps · 630.245.7200
77
SCHRODERS CAPITAL MANAGEMENT (US) INC. — grew from 60 to 67 advisory reps. IAPD ↗
$22.44B RAUM · 67 reps · 1-212-488-5330 · schroderscapital.com
77
ARTISAN PARTNERS LIMITED PARTNERSHIP — grew from 114 to 121 advisory reps. IAPD ↗
$151.33B RAUM · 121 reps · 414-390-6100 · artisanpartners.com
77
IFG ADVISORY, LLC — grew from 68 to 75 advisory reps. IAPD ↗
$3.25B RAUM · 75 reps · 770-353-6331
77
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS — grew from 43 to 50 advisory reps. IAPD ↗
$1.31B RAUM · 50 reps · 602-604-0600 · billsydor.com
77
SANCTUARY ADVISORS, LLC — grew from 302 to 309 advisory reps. IAPD ↗
$22.02B RAUM · 309 reps · 317-975-7729
77
STRATOS WEALTH ADVISORS LLC — grew from 60 to 67 advisory reps. IAPD ↗
$4.21B RAUM · 67 reps · (440) 519-2500 · retirewithga.com
77
INTEROCEAN CAPITAL — grew from 23 to 30 advisory reps. IAPD ↗
$5.81B RAUM · 30 reps · 312-648-1720 · focusfinancialpartners.com
77
CERCANO MANAGEMENT LLC — grew from 26 to 33 advisory reps. IAPD ↗
$10.48B RAUM · 33 reps · 425-371-7500 · cercanolp.com
77
EVERGREEN MONEY ADVISORS — grew from 0 to 12 advisory reps. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
76
CAPITAL ADVISORS, INC. — grew from 32 to 38 advisory reps. IAPD ↗
$5.50B RAUM · 38 reps · (918) 599-0045 · capadvfunds.com
76
DONALDSON CAPITAL MANAGEMENT LLC — grew from 30 to 36 advisory reps. IAPD ↗
$2.68B RAUM · 36 reps · 812-421-3211 · risingdividendinvesting.blogspot.com
76
PRIME BUCHHOLZ LLC — grew from 66 to 72 advisory reps. IAPD ↗
$10.41B RAUM · 72 reps · 603-433-1143
76
MIO PARTNERS, INC. — grew from 51 to 57 advisory reps. IAPD ↗
$47.80B RAUM · 57 reps · 212-203-4000 · miopartners.com
76
INDEX FUND ADVISORS, INC. — grew from 26 to 32 advisory reps. IAPD ↗
$4.95B RAUM · 32 reps · 949-502-0050
76
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. — grew from 4 to 10 advisory reps. IAPD ↗
$1.08B RAUM · 10 reps · 920-336-0863 · thefinplangroup.com
76
FINANCIAL & TAX ARCHITECTS, LLC — grew from 17 to 25 advisory reps. IAPD ↗
$378.9M RAUM · 25 reps · 314-858-1122 · fta-ria.com
76
JOHNSON WEALTH INC. — grew from 57 to 63 advisory reps. IAPD ↗
$8.44B RAUM · 63 reps · 414-291-4500 · johnsonfinancialgroup.com
76
APRIO WEALTH MANAGEMENT, LLC — grew from 17 to 23 advisory reps. IAPD ↗
$1.84B RAUM · 23 reps · 404-892-9651 · wealth.aprio.com
76
SUMMITRY, LLC — grew from 13 to 19 advisory reps. IAPD ↗
$2.45B RAUM · 19 reps · 650-212-2240 · summitry.com
76
WALDRON PRIVATE WEALTH — grew from 34 to 40 advisory reps. IAPD ↗
$4.07B RAUM · 40 reps · 412-221-1005
76
WESTWOOD WEALTH MANAGEMENT — grew from 17 to 25 advisory reps. IAPD ↗
$433.3M RAUM · 25 reps · 2147566900
76
MYCIO WEALTH PARTNERS, LLC — grew from 38 to 44 advisory reps. IAPD ↗
$12.97B RAUM · 44 reps · 267-295-2280 · myciowp.com
76
BIP WEALTH, LLC — grew from 21 to 27 advisory reps. IAPD ↗
$2.83B RAUM · 27 reps · 404-495-5230
76
CHICAGO PARTNERS INVESTMENT GROUP LLC — grew from 27 to 33 advisory reps. IAPD ↗
$4.59B RAUM · 33 reps · 312 284 6363 · chicagopartnersllc.com
76
NORTH PIER FIDUCIARY MANAGEMENT, LLC — grew from 4 to 10 advisory reps. IAPD ↗
$1.03B RAUM · 10 reps · 800-403-7065 · npier.com
76
GEOWEALTH MANAGEMENT LLC — grew from 14 to 20 advisory reps. IAPD ↗
$12.33B RAUM · 20 reps · (312) 219-9160
76
EURO PACIFIC ASSET MANAGEMENT, LLC — grew from 4 to 10 advisory reps. IAPD ↗
$1.23B RAUM · 10 reps · 1-866-878-2881
76
NORTHWEST FINANCIAL ADVISORS LLC — grew from 27 to 33 advisory reps. IAPD ↗
$1.65B RAUM · 33 reps · 703-810-1072 · nwfllc.com
76
INTEGRATED ADVISORS NETWORK LLC — grew from 76 to 82 advisory reps. IAPD ↗
$4.21B RAUM · 82 reps · 855-729-4222 · vineyardasset.com
76
PINE VALLEY INVESTMENTS — grew from 24 to 30 advisory reps. IAPD ↗
$1.74B RAUM · 30 reps · 856-334-8260
76
TUCKER ASSET MANAGEMENT LLC — grew from 70 to 78 advisory reps. IAPD ↗
$476.5M RAUM · 78 reps · 303-734-1234 · tuckeram.com
76
MANHATTAN WEST ASSET MANAGEMENT, LLC — grew from 27 to 33 advisory reps. IAPD ↗
$1.04B RAUM · 33 reps · 310-341-4585
76
LIFEWORKS ADVISORS, LLC — grew from 16 to 24 advisory reps. IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
76
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — grew from 21 to 32 advisory reps. IAPD ↗
$183.2M RAUM · 32 reps · 1-407-362-7753
76
PRINCIPLE WEALTH — grew from 15 to 21 advisory reps. IAPD ↗
$2.22B RAUM · 21 reps · 203-318-8892
76
MAIA WEALTH — grew from 22 to 30 advisory reps. IAPD ↗
$392.5M RAUM · 30 reps · (720) 644-8803
76
SUMMIT FINANCIAL, LLC — grew from 67 to 73 advisory reps. IAPD ↗
$8.02B RAUM · 73 reps · 973-285-3600 · summitfinancial.com
76
EVOKE ADVISORS — grew from 19 to 25 advisory reps. IAPD ↗
$13.36B RAUM · 25 reps · 424-372-1775 · evokewealth.com
76
MAIN STREET FINANCIAL SOLUTIONS, LLC — grew from 29 to 35 advisory reps. IAPD ↗
$1.77B RAUM · 35 reps · 215-259-5021
76
WELLINGTON WEALTH STRATEGIES, LLC — grew from 7 to 15 advisory reps. IAPD ↗
$279.6M RAUM · 15 reps · 317-789-8800 · twealth.com
76
MORAN WEALTH MANAGEMENT, LLC — grew from 20 to 26 advisory reps. IAPD ↗
$4.27B RAUM · 26 reps · 239-920-4440
76
SOLLINDA CAPITAL MANAGEMENT LLC — grew from 1 to 9 advisory reps. IAPD ↗
$916.8M RAUM · 9 reps · 828-455-4264 · sollinda.com
76
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$409.7M RAUM · 3 reps · 626-397-9072 · robertbender.com
76
SEMMAX FINANCIAL ADVISORS, INC. — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$333.2M RAUM · 7 reps · 336-856-0080 · gruposemmax.com
76
ARQ WEALTH ADVISORS, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$466.2M RAUM · 5 reps · 480-214-9572
76
BETTERWEALTH LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$501.7M RAUM · 4 reps · 408-659-2390
76
THRIVE CAPITAL MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$392.8M RAUM · 13 reps · 800-516-5861 · thrivecapitalmanagement.com
76
MONORAIL SECURITIES LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$146,815 RAUM · 3 reps · (941) 925-2121 · monorail.com
76
GREATER MIDWEST FINANCIAL GROUP, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$424.5M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
76
SLP WEALTH — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$9.0M RAUM · 16 reps · (314) 301-8219 · slpwealth.com
76
FOGUTH WEALTH MANAGEMENT, LLC. — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$237.0M RAUM · 10 reps · (810) 522-5650
75
OSAIC WEALTH, INC. — reported RAUM up 220% ($29.54B -> $94.56B). IAPD ↗
$94.56B RAUM · 4397 reps · 800-821-5100 EXT. 5389
75
CETERA INVESTMENT ADVISERS LLC — reported RAUM up 213% ($33.36B -> $104.47B). IAPD ↗
$104.47B RAUM · 5928 reps · 310-257-7880
75
T. ROWE PRICE ADVISORY SERVICES, INC. — reported RAUM up 87% ($1.37B -> $2.56B). IAPD ↗
$2.56B RAUM · 42 reps · 800-225-5132 · troweprice.com
75
STANCORP INVESTMENT ADVISERS, INC. — reported RAUM up 112% ($16.21B -> $34.39B). IAPD ↗
$34.39B RAUM · 12 reps · 800-858-5420 · standard.com
75
CLIFFWATER LLC — reported RAUM up 87% ($14.26B -> $26.71B). IAPD ↗
$26.71B RAUM · 76 reps · 310-448-5000 · cliffwater.com
75
PATHSTONE — reported RAUM up 94% ($24.84B -> $48.26B). IAPD ↗
$48.26B RAUM · 287 reps · 201-944-7284
75
MODERA WEALTH MANAGEMENT, LLC — reported RAUM up 84% ($6.80B -> $12.53B). IAPD ↗
$12.53B RAUM · 100 reps · (201) 768-4600
75
AXXCESS WEALTH MANAGEMENT, LLC — reported RAUM up 90% ($3.40B -> $6.47B). IAPD ↗
$6.47B RAUM · 44 reps · (858) 217-5347 · axxcesswealth.com
75
TIDAL INVESTMENTS LLC — reported RAUM up 103% ($5.57B -> $11.33B). IAPD ↗
$11.33B RAUM · 12 reps · 844-986-7700 · torosoadvisors.com
75
THE WEALTH CONSULTING GROUP — reported RAUM up 86% ($2.80B -> $5.19B). IAPD ↗
$5.19B RAUM · 160 reps · 702-263-1919 · fideswealth.com
75
FIRST NATIONAL ADVISERS, LLC — reported RAUM up 158% ($2.42B -> $6.24B). IAPD ↗
$6.24B RAUM · 31 reps · 866-320-3563 · privatewealthreserve.com
75
55IP — reported RAUM up 102% ($8.63B -> $17.48B). IAPD ↗
$17.48B RAUM · 73 reps · 617-960-9559 · 55-ip.com
75
ALERA INVESTMENT ADVISORS, LLC — reported RAUM up 136% ($1.16B -> $2.73B). IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000
75
DAKOTA WEALTH, LLC — reported RAUM up 109% ($2.55B -> $5.33B). IAPD ↗
$5.33B RAUM · 54 reps · (561) 774-8101 · persimmoncapitalmanagement.sharefile.com
75
QUANTINNO CAPITAL MANAGEMENT LP — reported RAUM up 106% ($2.09B -> $4.30B). IAPD ↗
$4.30B RAUM · 5 reps · (212) 313-9431 · quantinno.com
75
EASTERLY INVESTMENT PARTNERS LLC — reported RAUM up 110% ($1.34B -> $2.81B). IAPD ↗
$2.81B RAUM · 14 reps · 617-231-4300 · easterlyam.com
75
FARTHER — reported RAUM up 94% ($1.12B -> $2.18B). IAPD ↗
$2.18B RAUM · 76 reps · 628-246-8004
75
F/M INVESTMENTS LLC — reported RAUM up 215% ($1.87B -> $5.88B). IAPD ↗
$5.88B RAUM · 8 reps · 202-839-4910 · genoaam.com
75
THE AMERIFLEX GROUP — reported RAUM up 91% ($3.42B -> $6.52B). IAPD ↗
$6.52B RAUM · 149 reps · (702) 987-9730 · theameriflexgroup.com
75
RED SWAN PRIVATE CLIENT — reported RAUM up 141% ($1.04B -> $2.51B). IAPD ↗
$2.51B RAUM · 2 reps · 713-360-7928
75
MAYFLOWER ADVISORS — reported RAUM up 356% ($1.03B -> $4.69B). IAPD ↗
$4.69B RAUM · 21 reps · 617-259-1767 · mayfloweradvisors.com
75
MERCURY ADVISORY, LLC — reported RAUM up 232% ($1.93B -> $6.40B). IAPD ↗
$6.40B RAUM · 2 reps · 415-878-1068
75
SYON CAPITAL LLC — reported RAUM up 78% ($1.42B -> $2.53B). IAPD ↗
$2.53B RAUM · 5 reps · 415-520-7966 · syoncap.com
75
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY — reported RAUM up 90% ($1.51B -> $2.87B). IAPD ↗
$2.87B RAUM · 6 reps · 650-838-1030
75
TFS ADVISORY SERVICES — grew from 110 to 115 advisory reps. IAPD ↗
$1.32B RAUM · 115 reps · 732-758-9300 · buyholdplus.com, http
75
GIRARD ADVISORY SERVICES, LLC — grew from 37 to 42 advisory reps. IAPD ↗
$2.33B RAUM · 42 reps · 610-337-7640 · meetgirard.com
75
LOOMIS, SAYLES & COMPANY, L.P. — grew from 717 to 722 advisory reps. IAPD ↗
$301.38B RAUM · 722 reps · 617-482-2450
75
WEALTHSPIRE ADVISORS — grew from 135 to 140 advisory reps. IAPD ↗
$18.87B RAUM · 140 reps · (212) 973-1200
75
FOSTER GROUP, INC. — grew from 42 to 47 advisory reps. IAPD ↗
$3.24B RAUM · 47 reps · 515-226-9000
75
ARIEL INVESTMENTS, LLC — grew from 24 to 29 advisory reps. IAPD ↗
$13.39B RAUM · 29 reps · 312-726-0140
75
TERRIL & COMPANY — grew from 5 to 12 advisory reps. IAPD ↗
$760.9M RAUM · 12 reps · 314-965-0344 · terrilandcompany.com
75
CHEVY CHASE TRUST COMPANY — grew from 35 to 40 advisory reps. IAPD ↗
$36.01B RAUM · 40 reps · 240-497-5000
75
ROBERTSON INVESTMENT MANAGEMENT — grew from 9 to 16 advisory reps. IAPD ↗
$434.4M RAUM · 16 reps · 713-622-4077 · robertsonwealth.com
75
SPRING MOUNTAIN CAPITAL, LP — grew from 18 to 23 advisory reps. IAPD ↗
$1.65B RAUM · 23 reps · 212-292-8300 · springmountaincapital.com
75
RETIREMENT PLAN ADVISORS, LLC — grew from 37 to 42 advisory reps. IAPD ↗
$1.47B RAUM · 42 reps · 312-701-1100 · retirementplanadvisors.com
75
CERTUITY, LLC — grew from 11 to 16 advisory reps. IAPD ↗
$3.96B RAUM · 16 reps · 561-693-3255 · certuity.com
75
CHATTERTON & ASSOCIATES — grew from 4 to 9 advisory reps. IAPD ↗
$1.05B RAUM · 9 reps · 714-572-2050 · chattertoninc.com
75
1919 INVESTMENT COUNSEL, LLC — grew from 58 to 63 advisory reps. IAPD ↗
$21.26B RAUM · 63 reps · 410-454-2171 · 1919ic.com
75
CANNON FINANCIAL STRATEGISTS, INC. — grew from 21 to 26 advisory reps. IAPD ↗
$1.35B RAUM · 26 reps · 706-548-3422 · cannonfinancialstrategists.com
75
STAMOS CAPITAL PARTNERS, L.P. — grew from 9 to 14 advisory reps. IAPD ↗
$6.11B RAUM · 14 reps · 650-233-5000
75
MILL CREEK CAPITAL ADVISORS, LLC — grew from 25 to 30 advisory reps. IAPD ↗
$8.20B RAUM · 30 reps · 610-941-7700
75
GM ADVISORY GROUP, LLC — grew from 9 to 14 advisory reps. IAPD ↗
$3.05B RAUM · 14 reps · 631-227-3900 · gmadvisorygroup.com
75
WHITE OAK GLOBAL ADVISORS, LLC — grew from 44 to 49 advisory reps. IAPD ↗
$6.21B RAUM · 49 reps · 415-644-4100 · whiteoaksf.com
75
CREATIVEONE SECURITIES, LLC — grew from 118 to 123 advisory reps. IAPD ↗
$1.72B RAUM · 123 reps · 913-814-6097
75
LIBREMAX CAPITAL, LLC — grew from 33 to 38 advisory reps. IAPD ↗
$11.38B RAUM · 38 reps · (212) 612-1550
75
ZEGA FINANCIAL, LLC — grew from 9 to 14 advisory reps. IAPD ↗
$2.61B RAUM · 14 reps · 800-380-9342
75
CWA ASSET MANAGEMENT GROUP — grew from 23 to 28 advisory reps. IAPD ↗
$2.53B RAUM · 28 reps · 239-434-7434
75
MOSAIC ADVISORS — grew from 7 to 14 advisory reps. IAPD ↗
$325.6M RAUM · 14 reps · 713-980-4100
75
FIRST ADVISORS NATIONAL, LLC — grew from 62 to 69 advisory reps. IAPD ↗
$448.3M RAUM · 69 reps · 1-855-326-7427 · fanria.com
75
LION STREET ADVISORS, LLC — grew from 136 to 141 advisory reps. IAPD ↗
$2.34B RAUM · 141 reps · 512-776-8400 · hfllc.com
75
ORGEL WEALTH MANAGEMENT, LLC — grew from 26 to 31 advisory reps. IAPD ↗
$7.10B RAUM · 31 reps · 715-835-6525
75
KEYSTONE FINANCIAL GROUP, LLC — grew from 28 to 33 advisory reps. IAPD ↗
$1.51B RAUM · 33 reps · 859-317-8316
75
XP ADVISORY US, INC. — grew from 21 to 26 advisory reps. IAPD ↗
$1.53B RAUM · 26 reps · 786-725-5983
75
FOUNDATIONS INVESTMENT ADVISORS LLC — grew from 182 to 187 advisory reps. IAPD ↗
$5.44B RAUM · 187 reps · 480-626-2979
75
GYL FINANCIAL SYNERGIES, LLC — grew from 37 to 42 advisory reps. IAPD ↗
$6.07B RAUM · 42 reps · 844-248-9998 · focusfinancialpartners.com
75
THE FIDUCIARY ALLIANCE — grew from 23 to 28 advisory reps. IAPD ↗
$1.23B RAUM · 28 reps · 864-385-7999
75
GRYPHON FINANCIAL PARTNERS — grew from 7 to 12 advisory reps. IAPD ↗
$1.76B RAUM · 12 reps · 614-929-2880 · gryphonfp.com
75
PROCYON ADVISORS, LLC — grew from 29 to 34 advisory reps. IAPD ↗
$6.28B RAUM · 34 reps · (475) 232-2704
75
INNOVIA WEALTH, LLC — grew from 13 to 18 advisory reps. IAPD ↗
$2.04B RAUM · 18 reps · 616-719-5007
75
CORNERSTONE WEALTH — grew from 45 to 50 advisory reps. IAPD ↗
$1.29B RAUM · 50 reps · 704-987-3410
75
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS — grew from 54 to 59 advisory reps. IAPD ↗
$3.38B RAUM · 59 reps · 214-210-3092 · texascapitalbank.com
75
PMA ASSET MANAGEMENT, LLC — grew from 59 to 64 advisory reps. IAPD ↗
$26.99B RAUM · 64 reps · 630-657-6400
75
PARCION PRIVATE WEALTH LLC — grew from 13 to 18 advisory reps. IAPD ↗
$2.19B RAUM · 18 reps · 425-278-9555 · parcionpw.com
75
LEGACY KNIGHT MFO, LLC — grew from 8 to 13 advisory reps. IAPD ↗
$1.23B RAUM · 13 reps · 945-536-5580 · legacyknight.com
75
NEW REPUBLIC PARTNERS — grew from 12 to 17 advisory reps. IAPD ↗
$2.29B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
75
NAVITER WEALTH, LLC — grew from 5 to 10 advisory reps. IAPD ↗
$1.28B RAUM · 10 reps · (501) 333-9800 · naviterwealth.com
75
GROVE POINT ADVISORS, LLC — grew from 317 to 322 advisory reps. IAPD ↗
$2.36B RAUM · 322 reps · 301-944-5900
75
AS INVESTMENT MANAGEMENT — grew from 5 to 10 advisory reps. IAPD ↗
$2.84B RAUM · 10 reps · 917-277-3516
75
ARTA FINANCE — grew from 8 to 18 advisory reps. IAPD ↗
$134.9M RAUM · 18 reps · 650-318-3898
75
ETHOS FINANCIAL GROUP, LLC — grew from 13 to 20 advisory reps. IAPD ↗
$913.9M RAUM · 20 reps · 484-889-7270 · ethosfg.com
75
CATALYTIC WEALTH MANAGEMENT — grew from 10 to 15 advisory reps. IAPD ↗
$1.71B RAUM · 15 reps · 617-234-7000
75
G10 LLC — 's provisional registration is now fully approved. IAPD ↗
$4.33B RAUM · 12 reps · 443-541-2440 · kwiadvisory.com
75
STONEBRIDGE FINANCIAL GROUP, LLC — 's provisional registration is now fully approved. IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
75
TITLEIST ASSET MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$1.40B RAUM · 18 reps · 210-826-2424 · tamgmt.com
75
COUGHLIN FINANCIAL SERVICES, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$35.2M RAUM · 1 reps · 914-833-4901 · coughlinfinancial.com
75
ATLANTIC FINANCIAL SERVICES, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$140.7M RAUM · 2 reps · 410-296-0470
75
SHUTTLEWORTH & COMPANY — now offers financial planning (Item 5G(1)). IAPD ↗
$137.9M RAUM · 3 reps · 614-760-7738 · sco-advisors.com
75
POINCIANA ADVISORS GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$210.1M RAUM · 2 reps · 561-296-0100 · poincianagroup.com
75
DAI WEALTH, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
75
GREAT NORTHERN ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$200.1M RAUM · 3 reps · 360-567-3300 · gnam.us
75
SECURE INVESTMENT MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$32.4M RAUM · 12 reps · 520-333-4719 · secureinvestmentmanagement.com
75
TANDEM WEALTH ADVISORS — now offers financial planning (Item 5G(1)). IAPD ↗
$196.6M RAUM · 5 reps · 602-297-8600
75
TILIA FIDUCIARY PARTNERS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$173.0M RAUM · 4 reps · 910-679-4093 · tiliapartners.com
75
FOSTER & WOOD, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$164.2M RAUM · 2 reps · 503-785-9844 · fosterandwood.com
75
JANUARY CAPITAL ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$215.8M RAUM · 2 reps · 415-494-2790
75
NORTH WOODS WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$64.8M RAUM · 2 reps · 716.220.8497 · north-woods.com
75
KINWELL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$148.7M RAUM · 2 reps · (843) 308-1639 · kinwell.financial
75
AUSPICIOUS FINANCIAL PLANNING, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$235.1M RAUM · 1 reps · 925-355-1200 · auspiciousfinancial.com
75
SURIENCE PRIVATE WEALTH LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$111.4M RAUM · 1 reps · (509) 853-1597 · surience.com
75
GALLIOTT CAPITAL ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$118.2M RAUM · 4 reps · 310-362-3320 · galliott.com
75
DMLO WEALTH PLANNING, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$14.2M RAUM · 4 reps · (502) 813-2100 · dmlowealthplanning.com
75
ADDITION WEALTH — now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 12 reps · 917-426-6711 · additionwealth.com
75
SCOUT — now offers financial planning (Item 5G(1)). IAPD ↗
$216,593 RAUM · 2 reps · 323-576-6750 · scoutftw.com
75
KNOWN WEALTH LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$84.3M RAUM · 10 reps · 646-586-9424
75
HYVE — now offers financial planning (Item 5G(1)). IAPD ↗
$7,299 RAUM · 1 reps · 8457938561 · letshyve.com
75
MADDIX HOLDINGS — now offers financial planning (Item 5G(1)). IAPD ↗
$160.5M RAUM · 4 reps · 8019929783
75
BROADSTREET GLOBAL ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$102.7M RAUM · 4 reps · 914-427-8036 · broadstreetglobaladvisors.com
75
33 CAPITAL MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$103.3M RAUM · 4 reps · 203-391-9340 · 33capitalmanagement.com
75
NECTARINE — now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 1 reps · (858) 779-0115 · hellonectarine.com
75
APERTURE ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 2 reps · 561.203.6803
75
NORTHWEST WEALTH ADVISORS — now offers financial planning (Item 5G(1)). IAPD ↗
$152.3M RAUM · 4 reps · 360-738-6019
75
KELLY WEALTH MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$112.7M RAUM · 2 reps · 248-262-7217 · kellycapitalpartners.com
75
LORD AND RICHARDS — now offers financial planning (Item 5G(1)). IAPD ↗
$75.4M RAUM · 5 reps · 720-214-6801
74
MARQUETTE ASSOCIATES, INC. — reported RAUM up 72% ($13.31B -> $22.95B). IAPD ↗
$22.95B RAUM · 52 reps · 312-527-5500
74
BNY MELLON ADVISORS, INC. — reported RAUM up 74% ($11.31B -> $19.69B). IAPD ↗
$19.69B RAUM · 43 reps · 800-200-3033, OPTION 3
74
PENNINGTON PARTNERS & CO., LLC — reported RAUM up 75% ($1.70B -> $2.97B). IAPD ↗
$2.97B RAUM · 8 reps · 202-370-6435 · pennington.addepar.com
74
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC — reported RAUM up 74% ($6.51B -> $11.36B). IAPD ↗
$11.36B RAUM · 6 reps · 515-221-4879
74
ADVISOR PARTNERS — reported RAUM up 74% ($1.94B -> $3.38B). IAPD ↗
$3.38B RAUM · 6 reps · 888-265-2257 · advisorpartners.com
74
CATALYTIC WEALTH MANAGEMENT — reported RAUM up 71% ($1.00B -> $1.71B). IAPD ↗
$1.71B RAUM · 15 reps · 617-234-7000
74
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. — grew from 5 to 9 advisory reps. IAPD ↗
$3.76B RAUM · 9 reps · 858-964-0500
74
ALBION FINANCIAL GROUP — grew from 7 to 11 advisory reps. IAPD ↗
$1.60B RAUM · 11 reps · 801-487-3700 · albionfinancial.com
74
CHOATE INVESTMENT ADVISORS — grew from 13 to 17 advisory reps. IAPD ↗
$7.50B RAUM · 17 reps · 617-973-4900 · choateia.com
74
ADVENT CAPITAL MANAGEMENT, LLC — grew from 19 to 23 advisory reps. IAPD ↗
$8.65B RAUM · 23 reps · 212-482-1600
74
CENTRAL PARK ADVISERS, LLC — grew from 9 to 13 advisory reps. IAPD ↗
$4.41B RAUM · 13 reps · 212-317-9200 · centralparkgroup.com
74
VERIS WEALTH PARTNERS, LLC — grew from 10 to 14 advisory reps. IAPD ↗
$2.02B RAUM · 14 reps · (415) 814-0580
74
BIENVILLE CAPITAL MANAGEMENT, LLC — grew from 12 to 16 advisory reps. IAPD ↗
$3.30B RAUM · 16 reps · (212) 226-7348 · bienvillecapital.com
74
AVEO CAPITAL PARTNERS, LLC — grew from 18 to 22 advisory reps. IAPD ↗
$1.51B RAUM · 22 reps · (303) 552-0945
74
BCI SECURITIES, INC. — grew from 21 to 27 advisory reps. IAPD ↗
$321.0M RAUM · 27 reps · 305-929-5500 · bcisecurities.com
74
PANDOWEALTH. LLC — grew from 8 to 14 advisory reps. IAPD ↗
$299.3M RAUM · 14 reps · 678-712-6656 · pandowealth.com
74
BOGART WEALTH, LLC — grew from 16 to 20 advisory reps. IAPD ↗
$2.62B RAUM · 20 reps · (703) 570-8651
74
LIFEPRO ASSET MANAGEMENT — grew from 34 to 40 advisory reps. IAPD ↗
$311.3M RAUM · 40 reps · (888) 543-3776
74
SHADE TREE ADVISORS LLC — grew from 17 to 23 advisory reps. IAPD ↗
$794.7M RAUM · 23 reps · 518-290-9460 · shadetreeadvisors.com
74
CATALYST FINANCIAL PARTNERS — grew from 2 to 8 advisory reps. IAPD ↗
$827.3M RAUM · 8 reps · 617-239-8101
74
QUENT CAPITAL, LLC — grew from 8 to 12 advisory reps. IAPD ↗
$1.38B RAUM · 12 reps · 212-796-0707
74
BLUEPRINT FINANCIAL ADVISORS — grew from 3 to 12 advisory reps. IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
74
ADAMO CAPITAL — grew from 2 to 6 advisory reps. IAPD ↗
$1.17B RAUM · 6 reps · 305 650-2997
74
LXG WEALTH ADVISORY LLC — grew from 3 to 7 advisory reps. IAPD ↗
$1.45B RAUM · 7 reps · 305-456-7645
74
BULL HARBOR CAPITAL LLC. — grew from 7 to 16 advisory reps. IAPD ↗
$173.9M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
74
QUOTIENT WEALTH PARTNERS, LLC — grew from 17 to 21 advisory reps. IAPD ↗
$3.12B RAUM · 21 reps · (972) 807-0003
73
WESTPORT ASSET MANAGEMENT INC — reported RAUM up 100% ($211.3M -> $422.0M). IAPD ↗
$422.0M RAUM · 2 reps · 203-227-3601
73
AVISO WEALTH MANAGEMENT — reported RAUM up 80% ($223.4M -> $401.7M). IAPD ↗
$401.7M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
73
UHLER VERTICH WHITE ADVISORS — reported RAUM up 80% ($258.7M -> $466.0M). IAPD ↗
$466.0M RAUM · 5 reps · 239-936-6300
73
WISE WEALTH, LLC — reported RAUM up 84% ($177.4M -> $326.2M). IAPD ↗
$326.2M RAUM · 10 reps · 816-246-9473
73
CLINTON INVESTMENT MANAGEMENT, LLC — reported RAUM up 69% ($1.69B -> $2.85B). IAPD ↗
$2.85B RAUM · 10 reps · (203) 276-6246 · clintoninvestment.com
73
COORDINATED FINANCIAL SERVICES, INC. — reported RAUM up 173% ($116.5M -> $318.1M). IAPD ↗
$318.1M RAUM · 3 reps · 303-770-5401 · lifetime-capital.com
73
CLEAR HAVEN CAPITAL MANAGEMENT, LLC — reported RAUM up 98% ($245.6M -> $485.8M). IAPD ↗
$485.8M RAUM · 3 reps · 332-240-0416
73
ADAMS ASHBY FINANCIAL ADVISORS — reported RAUM up 87% ($236.3M -> $442.5M). IAPD ↗
$442.5M RAUM · 2 reps · 916-333-5989 · adamsashby.com
73
CS PLANNING CORP — reported RAUM up 77% ($542.6M -> $957.9M). IAPD ↗
$957.9M RAUM · 45 reps · 503-292-5853 · csplanningcorp.com
73
PAULSON WEALTH MANAGEMENT INC. — reported RAUM up 87% ($261.5M -> $489.4M). IAPD ↗
$489.4M RAUM · 4 reps · 630-517-2950
73
COVENANT WEALTH ADVISORS — reported RAUM up 83% ($271.7M -> $496.3M). IAPD ↗
$496.3M RAUM · 9 reps · (804) 729-5265 · mycwa.com
73
GOODHAVEN CAPITAL MANAGEMENT — reported RAUM up 84% ($182.7M -> $336.4M). IAPD ↗
$336.4M RAUM · 2 reps · 305-677-7650 · goodhavenllc.com
73
ADVISORY ALPHA, LLC — reported RAUM up 68% ($1.79B -> $3.00B). IAPD ↗
$3.00B RAUM · 60 reps · 866-530-1400 · advisoryalpha.com
73
MURPHY & SYLVEST — reported RAUM up 97% ($163.3M -> $321.3M). IAPD ↗
$321.3M RAUM · 8 reps · (214) 373-8362 · murphysylvest.com
73
OAK GROVE CAPITAL, LLC — reported RAUM up 102% ($169.1M -> $340.9M). IAPD ↗
$340.9M RAUM · 1 reps · 412-515-8899 · oakgrovecapitalllc.com
73
LION STREET ADVISORS, LLC — reported RAUM up 67% ($1.40B -> $2.34B). IAPD ↗
$2.34B RAUM · 141 reps · 512-776-8400 · hfllc.com
73
EQUITA FINANCIAL NETWORK, INC. — reported RAUM up 87% ($151.5M -> $283.1M). IAPD ↗
$283.1M RAUM · 8 reps · 800.604.0176
73
FLORENCE CAPITAL ADVISORS, LLC — reported RAUM up 265% ($117.0M -> $427.3M). IAPD ↗
$427.3M RAUM · 1 reps · (212) 202-3296 · florencecapital.com
73
GIBBS WEALTH MANAGEMENT, LLC — reported RAUM up 96% ($200.2M -> $391.4M). IAPD ↗
$391.4M RAUM · 10 reps · 678-694-8770
73
ADDICUS ADVISORY, LLC — reported RAUM up 106% ($131.6M -> $270.6M). IAPD ↗
$270.6M RAUM · 5 reps · 877-294-8658 · addicusadvisors.com
73
INTEGRATED WEALTH CONCEPTS LLC — reported RAUM up 66% ($7.47B -> $12.39B). IAPD ↗
$12.39B RAUM · 423 reps · (781) 890-3045 · reserveinvestments.com
73
ONE WEALTH MANAGEMENT — reported RAUM up 229% ($104.5M -> $343.8M). IAPD ↗
$343.8M RAUM · 6 reps · (855) 663-9584 · onewealthmgmt.com
73
CALIGAN PARTNERS — reported RAUM up 149% ($139.8M -> $347.9M). IAPD ↗
$347.9M RAUM · 3 reps · 646-859-8204 · caliganpartners.com
73
ROOT FINANCIAL PARTNERS — reported RAUM up 113% ($187.5M -> $399.2M). IAPD ↗
$399.2M RAUM · 9 reps · (760) 452-0720
73
H&H INTERNATIONAL INVESTMENT, LLC — reported RAUM up 66% ($10.89B -> $18.04B). IAPD ↗
$18.04B RAUM · 2 reps · 650-319-6832
73
MAIA WEALTH — reported RAUM up 84% ($213.5M -> $392.5M). IAPD ↗
$392.5M RAUM · 30 reps · (720) 644-8803
73
RETIREMENT WELLNESS GROUP — reported RAUM up 235% ($145.3M -> $486.3M). IAPD ↗
$486.3M RAUM · 2 reps · 949-757-1799 · retirementwellnessgroup.com
73
THE SUM — reported RAUM up 118% ($140.3M -> $305.6M). IAPD ↗
$305.6M RAUM · 5 reps · 281-940-4859 · thesumplanning.com
73
THE MENARD FINANCIAL GROUP, LLC — reported RAUM up 85% ($206.6M -> $381.4M). IAPD ↗
$381.4M RAUM · 2 reps · 713-364-1515 · themenardfinancialgroup.net
73
SIGNAL ADVISORS WEALTH, LLC — reported RAUM up 248% ($133.9M -> $465.3M). IAPD ↗
$465.3M RAUM · 5 reps · 1-866-774-4625
73
SHERWOOD FINANCIAL PARTNERS, LLC — reported RAUM up 157% ($113.4M -> $291.6M). IAPD ↗
$291.6M RAUM · 3 reps · 805.870.5591
73
TANNIN CAPITAL, LLC — reported RAUM up 99% ($182.0M -> $362.3M). IAPD ↗
$362.3M RAUM · 6 reps · 704-552-1082 · tannin.com
73
LLOYD HARBOR CAPITAL MANAGEMENT, LLC — reported RAUM up 103% ($221.7M -> $450.9M). IAPD ↗
$450.9M RAUM · 6 reps · 631-246-0340 · lloydharborcapital.com
73
PHD RETIREMENT CONSULTING — reported RAUM up 190% ($136.0M -> $394.6M). IAPD ↗
$394.6M RAUM · 1 reps · 844-743-4015 · planhealthdesign.com
73
WELLINGTON WEALTH STRATEGIES, LLC — reported RAUM up 175% ($101.6M -> $279.6M). IAPD ↗
$279.6M RAUM · 15 reps · 317-789-8800 · twealth.com
73
VIRTERA PARTNERS LLC — reported RAUM up 87% ($185.7M -> $346.9M). IAPD ↗
$346.9M RAUM · 4 reps · 216-859-8800
73
DALTON INVESTMENTS, INC. — reported RAUM up 69% ($2.41B -> $4.06B). IAPD ↗
$4.06B RAUM · 15 reps · 4242319100 · daltoninvestments.com
73
PENSION & WEALTH MANAGEMENT ADVISORS — reported RAUM up 75% ($172.1M -> $301.3M). IAPD ↗
$301.3M RAUM · 5 reps · 781-810-0800 · pensionwealth.com
73
WEST MICHIGAN ADVISORS, LLC — reported RAUM up 77% ($279.8M -> $494.8M). IAPD ↗
$494.8M RAUM · 11 reps · (616) 820-1040
73
GAMMA INVESTING LLC — reported RAUM up 118% ($204.3M -> $445.1M). IAPD ↗
$445.1M RAUM · 5 reps · 888-585-1755 · gammainvesting.com
73
POWER WEALTH MANAGEMENT — reported RAUM up 130% ($127.8M -> $293.8M). IAPD ↗
$293.8M RAUM · 3 reps · 404-889-8919 · powerwm.com
73
PROSPERITAS FINANCIAL, LLC — reported RAUM up 77% ($221.8M -> $391.8M). IAPD ↗
$391.8M RAUM · 13 reps · 661-255-9555
73
TWO PRIME LLC — reported RAUM up 100% ($125.0M -> $250.0M). IAPD ↗
$250.0M RAUM · 4 reps · 480-290-4951 · twoprime.io
73
LAVELLE CAPITAL — reported RAUM up 80% ($148.6M -> $267.4M). IAPD ↗
$267.4M RAUM · 3 reps · 415-501-9987 · lavellecapital.com
73
ALLOCATE MANAGEMENT COMPANY, LLC — reported RAUM up 95% ($247.0M -> $482.0M). IAPD ↗
$482.0M RAUM · 5 reps · 650-260-3431
73
PINE HARBOR WEALTH MANAGEMENT LLC — reported RAUM up 124% ($158.7M -> $356.2M). IAPD ↗
$356.2M RAUM · 2 reps · 240-200-4950
73
FIAT WEALTH MANAGEMENT — reported RAUM up 91% ($133.4M -> $254.6M). IAPD ↗
$254.6M RAUM · 10 reps · 952-426-9116 · fiatwm.com
73
SAVVY — reported RAUM up 233% ($114.7M -> $382.4M). IAPD ↗
$382.4M RAUM · 10 reps · 833-745-6789
73
VALUE ALIGNED RESEARCH ADVISORS, LLC — reported RAUM up 79% ($220.8M -> $395.9M). IAPD ↗
$395.9M RAUM · 3 reps · (609)-608-9205
73
MEOW ADVISORY, LLC — reported RAUM up 122% ($127.2M -> $282.6M). IAPD ↗
$282.6M RAUM · 1 reps · 929-333-3405 · meow.co
73
APOLLON FINANCIAL, LLC — reported RAUM up 229% ($146.6M -> $482.3M). IAPD ↗
$482.3M RAUM · 7 reps · 843-579-0018 · apollonfinancial.com
73
BUCK WEALTH STRATEGIES, LLC — reported RAUM up 123% ($134.3M -> $299.9M). IAPD ↗
$299.9M RAUM · 20 reps · 888-210-6567
73
BALANZ — reported RAUM up 90% ($139.9M -> $265.9M). IAPD ↗
$265.9M RAUM · 3 reps · 786 687-4066 · balanz.us
73
BESPOKE ADVISORY — reported RAUM up 85% ($200.9M -> $372.6M). IAPD ↗
$372.6M RAUM · 4 reps · 877-777-6845 · bespokeadvisory.io
73
VICTORY FINANCIAL — reported RAUM up 102% ($143.2M -> $288.8M). IAPD ↗
$288.8M RAUM · 12 reps · (512) 763-7671 · victoryfinancialgroup.com
73
FIFTH FORCE MANAGEMENT — reported RAUM up 178% ($113.2M -> $315.0M). IAPD ↗
$315.0M RAUM · 1 reps · 972-571-4397
73
QUANTUM PORTFOLIO MANAGEMENT — reported RAUM up 502% ($61.7M -> $370.9M). IAPD ↗
$370.9M RAUM · 4 reps · 212-466-6760 · qmpm.com
73
INTERTIDE PARTNERS — reported RAUM up 2711% ($11.9M -> $334.0M). IAPD ↗
$334.0M RAUM · 2 reps · 312.961.5048
73
EIGHT 31 FINANCIAL, LLC — reported RAUM up 97% ($177.8M -> $350.5M). IAPD ↗
$350.5M RAUM · 2 reps · 432-282-0251
73
PRIVATE MANAGEMENT GROUP INC — grew from 15 to 18 advisory reps. IAPD ↗
$4.17B RAUM · 18 reps · 949-752-7500 · privatemanagementgroup.com
73
SHELTON CAPITAL MANAGEMENT — grew from 12 to 15 advisory reps. IAPD ↗
$4.78B RAUM · 15 reps · 800-955-9988 · sheltoncap.wistia.com
73
MEEDER ASSET MANAGEMENT, INC. — grew from 12 to 15 advisory reps. IAPD ↗
$2.42B RAUM · 15 reps · 800-325-3539 · meederinvestment.com
73
NORTHSTAR ASSET MANAGEMENT INC — grew from 10 to 15 advisory reps. IAPD ↗
$699.3M RAUM · 15 reps · 617-522-2635
73
WESTMINSTER FINANCIAL ADVISORY CORP — grew from 35 to 40 advisory reps. IAPD ↗
$920.3M RAUM · 40 reps · 937-898-5010 · westminsterfinanical.com
73
FINANCIAL SYMMETRY INC. — grew from 12 to 15 advisory reps. IAPD ↗
$1.00B RAUM · 15 reps · 919-851-8200 · financialsymmetry.com
73
THE MILWAUKEE COMPANY — grew from 4 to 7 advisory reps. IAPD ↗
$1.05B RAUM · 7 reps · 262-238-6980
73
FREEDOM INVESTMENT MANAGEMENT, INC. — grew from 7 to 10 advisory reps. IAPD ↗
$2.01B RAUM · 10 reps · 860-291-1998
73
CENTRIC WEALTH MANAGEMENT, LLC — grew from 3 to 8 advisory reps. IAPD ↗
$659.2M RAUM · 8 reps · 312-429-6100 · centricwealthmanagement.com
73
FIDUCIARYVEST, LLC — grew from 5 to 8 advisory reps. IAPD ↗
$4.64B RAUM · 8 reps · 404-446-1270 · fiduciaryvest.com
73
PYA WALTMAN CAPITAL, LLC — grew from 6 to 9 advisory reps. IAPD ↗
$1.03B RAUM · 9 reps · 865-693-6301
73
CLINTON INVESTMENT MANAGEMENT, LLC — grew from 7 to 10 advisory reps. IAPD ↗
$2.85B RAUM · 10 reps · (203) 276-6246 · clintoninvestment.com
73
TRADEWINDS CAPITAL MANAGEMENT, LLC — grew from 2 to 7 advisory reps. IAPD ↗
$523.7M RAUM · 7 reps · 360-715-9000
73
FORT POINT CAPITAL PARTNERS LLC — grew from 13 to 16 advisory reps. IAPD ↗
$1.49B RAUM · 16 reps · (415) 449-0570 · fortpointcap.com
73
WINDROSE ADVISORS LLC — grew from 5 to 8 advisory reps. IAPD ↗
$2.50B RAUM · 8 reps · (617) 421-1750
73
RAUB BROCK CAPITAL MANAGEMENT, LP — grew from 4 to 7 advisory reps. IAPD ↗
$3.06B RAUM · 7 reps · 415-927-6990 · raubbrock.com
73
CREAND MANAGEMENT — grew from 12 to 17 advisory reps. IAPD ↗
$508.3M RAUM · 17 reps · 305-358-8844 · creditandorragroup.com
73
WESTFULLER ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
$1.43B RAUM · 12 reps · 212-542-5851 · westfulleradvisors.com
73
SUMMIT GLOBAL INVESTMENTS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
$2.03B RAUM · 15 reps · 888-251-4847 · sgiam.com
73
ULRICH INVESTMENT CONSULTANTS — grew from 9 to 12 advisory reps. IAPD ↗
$3.28B RAUM · 12 reps · 505-224-9100
73
CV ADVISORS LLC — grew from 12 to 15 advisory reps. IAPD ↗
$9.68B RAUM · 15 reps · 305-358-5990 · cv-advisors.com
73
COPPER FINANCIAL — grew from 38 to 43 advisory reps. IAPD ↗
$306.4M RAUM · 43 reps · 913-905-3600
73
FIRST LIGHT ASSET MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
$1.39B RAUM · 8 reps · 952-831-6500 · firstlightam.com
73
1900 WEALTH — grew from 8 to 11 advisory reps. IAPD ↗
$1.87B RAUM · 11 reps · 210-736-7770
73
OREI ADVISORS LP — grew from 14 to 17 advisory reps. IAPD ↗
$1.31B RAUM · 17 reps · 650-681-0185 · ohanare.com
73
SLATESTONE WEALTH LLC — grew from 14 to 17 advisory reps. IAPD ↗
$1.37B RAUM · 17 reps · 561-244-2504 · slatestone.com
73
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — grew from 13 to 16 advisory reps. IAPD ↗
$4.02B RAUM · 16 reps · 317-975-5033 · shepherdfin.com
73
MAGNUS FINANCIAL GROUP LLC — grew from 9 to 12 advisory reps. IAPD ↗
$1.56B RAUM · 12 reps · 800-339-1367 · magnusfinancial.com
73
CAPITA FINANCIAL NETWORK, LLC — grew from 15 to 18 advisory reps. IAPD ↗
$1.46B RAUM · 18 reps · 801-566-5058 · capitafinancialnetwork.com
73
CENTURA WEALTH ADVISORY — grew from 15 to 20 advisory reps. IAPD ↗
$643.0M RAUM · 20 reps · 858-771-9500
73
MAG CAP — grew from 10 to 13 advisory reps. IAPD ↗
$1.15B RAUM · 13 reps · 601-362-5872
73
RWM CAPITAL, LLC — grew from 4 to 12 advisory reps. IAPD ↗
$107.9M RAUM · 12 reps · 832-981-7000
73
NILSINE PARTNERS, LLC — grew from 7 to 10 advisory reps. IAPD ↗
$1.24B RAUM · 10 reps · 303-529-5800 · link.edgepilot.com
73
GODWIN CAPITAL GROUP, LLC — grew from 1 to 4 advisory reps. IAPD ↗
$1.07B RAUM · 4 reps · 678-705-5347 · godwincap.com
73
IMPRINT WEALTH LLC — grew from 12 to 17 advisory reps. IAPD ↗
$709.1M RAUM · 17 reps · (843) 834-4853
73
TURTLE CREEK WEALTH ADVISORS, LLC — grew from 12 to 17 advisory reps. IAPD ↗
$905.6M RAUM · 17 reps · 214-214-3110
73
CORE WEALTH PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
73
GREATER MIDWEST FINANCIAL GROUP, LLC — 's provisional registration is now fully approved. IAPD ↗
$424.5M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
73
INTERTIDE PARTNERS — 's provisional registration is now fully approved. IAPD ↗
$334.0M RAUM · 2 reps · 312.961.5048
73
EVERNEST FINANCIAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$484.8M RAUM · 4 reps · 317-556-1015 · evernestfa.com
73
CURIO WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
$330.7M RAUM · 6 reps · 410-449-2599 · curiowealth.com
73
STIFEL CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$745.4M RAUM · 1 reps · 212-328-1000 · stifelcapitalmanagement.com
73
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC — 's provisional registration is now fully approved. IAPD ↗
$571.4M RAUM · 8 reps · 937-644-0351
73
WEINAND FINANCIAL, INC. — 's provisional registration is now fully approved. IAPD ↗
$443.4M RAUM · 2 reps · 360-459-4847 · weinand.us
73
GRATUS WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$624.0M RAUM · 7 reps · 757-909-5505 · gratuswealthadvisors.com
73
POSTROCK PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
$368.3M RAUM · 2 reps · (913) 308-8030 · postrockpartners.com
73
TORREYANA CAPITAL — 's provisional registration is now fully approved. IAPD ↗
$736.0M RAUM · 3 reps · 6198377996 · torreyanacapital.com
73
ADAPT WEALTH ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗
$253.0M RAUM · 5 reps · 404-594-5559 · adaptwealthadvisors.com
73
DESTINY CAPITAL CORPORATION — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$290.8M RAUM · 9 reps · 720-715-7570
73
MEASURED RISK PORTFOLIOS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$297.8M RAUM · 2 reps · 858-935-1125 · measuredriskportfolios.com
73
HELMSTAR WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$454.8M RAUM · 10 reps · 208-429-0800
73
AVERY WEALTH, INC. — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$201.7M RAUM · 3 reps · 517-783-1695 · averywealth.com
73
HAZARD & SIEGEL ADVISORY SERVICES LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$342.5M RAUM · 25 reps · 315-414-0722 · hazardsiegel.com
73
BRIGHT ROAD WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$284.1M RAUM · 8 reps · (907) 339-1555
73
SIMS INVESTMENT MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$193.7M RAUM · 4 reps · 513-278-7467 · simsinvestment.com
73
ARCHVEST WEALTH ADVISORS, INC. — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$281.5M RAUM · 5 reps · 925-215-5600
73
STANSBERRY ASSET MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$875.5M RAUM · 6 reps · 646-854-4370 · stansberryam.com
73
WESTSHORE WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$473.8M RAUM · 6 reps · (949) 825-7505
73
LIGHTHOUSE WEALTH STRATEGIES, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$636.6M RAUM · 11 reps · 253-948-3725 · lighthousegigharbor.com
73
MY PERSONAL CFO, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$277.5M RAUM · 2 reps · 503-912-2090
73
SEASONS OF ADVICE WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$931.8M RAUM · 12 reps · 212-977-3111 · soaplanning.com
73
OAK HARBOR WEALTH PARTNERS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$566.0M RAUM · 4 reps · 919-800-0705 · oakharborwealthpartners.com
73
SAVVY — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$382.4M RAUM · 10 reps · 833-745-6789
73
TERRA WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$250.1M RAUM · 52 reps · 855-708-3772
73
FRUITFUL — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$1.4M RAUM · 10 reps · (703) 997-2993 · fruitful.com
73
TRADEWINDS WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$131.6M RAUM · 4 reps · 503-673-2828 · tradewindswm.com
73
HERITAGE FAMILY OFFICES, LLP — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$365.1M RAUM · 5 reps · (602) 775-5400
73
BLUEPRINT WEALTH MANAGEMENT INC. — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$145.0M RAUM · 2 reps · 410-992-4500
73
COVINGTONALSINA — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$148.9M RAUM · 4 reps · 410-457-7165
72
MONTROSE ADVISORS INC — reported RAUM up 72% ($240.1M -> $413.1M). IAPD ↗
$413.1M RAUM · 3 reps · 212-888-4747 · montroseadvisors.com
72
BOLTON GLOBAL ASSET MANAGEMENT — reported RAUM up 62% ($3.62B -> $5.85B). IAPD ↗
$5.85B RAUM · 115 reps · 978.779.5361 · boltoncapitalgroup.com
72
GEOWEALTH MANAGEMENT LLC — reported RAUM up 63% ($7.55B -> $12.33B). IAPD ↗
$12.33B RAUM · 20 reps · (312) 219-9160
72
AVIOR WEALTH MANAGEMENT, LLC — reported RAUM up 65% ($2.42B -> $3.99B). IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
72
KESTRA PRIVATE WEALTH SERVICES, LLC — reported RAUM up 63% ($4.48B -> $7.30B). IAPD ↗
$7.30B RAUM · 158 reps · 844-553-7872
72
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — reported RAUM up 71% ($182.5M -> $312.8M). IAPD ↗
$312.8M RAUM · 5 reps · 301-990-4395
72
SPIDERROCK ADVISORS, LLC — reported RAUM up 61% ($3.02B -> $4.85B). IAPD ↗
$4.85B RAUM · 10 reps · (312) 847-0300 · spiderrockadvisors.com
72
VESTMARK ADVISORY SOLUTIONS, INC. — reported RAUM up 61% ($3.49B -> $5.64B). IAPD ↗
$5.64B RAUM · 21 reps · 888-355-0477
72
HUMAN INTEREST ADVISORS LLC — reported RAUM up 64% ($2.11B -> $3.45B). IAPD ↗
$3.45B RAUM · 1 reps · (855) 622-7824 · humaninterest.com
72
GUIDELINE, INC. — reported RAUM up 61% ($7.26B -> $11.71B). IAPD ↗
$11.71B RAUM · 3 reps · (888) 228-3491
72
DGS CAPITAL MANAGEMENT — reported RAUM up 72% ($260.1M -> $446.7M). IAPD ↗
$446.7M RAUM · 4 reps · 646-992-4370 · dgs.capital
72
HIGHLINE WEALTH PARTNERS — reported RAUM up 73% ($285.1M -> $493.7M). IAPD ↗
$493.7M RAUM · 13 reps · 818-340-0157
72
BEACON GLOBAL ADVISOR NETWORK, LLC — reported RAUM up 72% ($169.4M -> $291.6M). IAPD ↗
$291.6M RAUM · 45 reps · 888-679-6474 · beaconglobaladvisors.com
72
APOLLON WEALTH MANAGEMENT, LLC — reported RAUM up 64% ($3.36B -> $5.52B). IAPD ↗
$5.52B RAUM · 93 reps · 843-579-0018
72
HAYS FINANCIAL GROUP, LLC — reported RAUM up 62% ($3.16B -> $5.10B). IAPD ↗
$5.10B RAUM · 4 reps · (612) 373-9863
72
PRECEDENT WEALTH PARTNERS, LLC — reported RAUM up 71% ($221.0M -> $378.7M). IAPD ↗
$378.7M RAUM · 4 reps · (713)244-6450 · precedentwealth.com
72
DOMINARI SECURITIES LLC — grew from 1 to 8 advisory reps. IAPD ↗
$26.8M RAUM · 8 reps · 212-393-4500 · dominarisecurities.com
72
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$1.93B RAUM · 5 reps · 208-336-1422 · mountain-pacific.com
72
NOTTINGHAM ADVISORS INC. — grew from 7 to 9 advisory reps. IAPD ↗
$1.41B RAUM · 9 reps · 716-633-3800
72
ALASKA PERMANENT CAPITAL MANAGEMENT CO — grew from 8 to 10 advisory reps. IAPD ↗
$4.01B RAUM · 10 reps · 907-272-7575 · apcm.net
72
WRIGHT INVESTORS SERVICE INC — grew from 7 to 9 advisory reps. IAPD ↗
$1.29B RAUM · 9 reps · 203-783-4400 · wrightinvestors.com
72
ENSEMBLE CAPITAL MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
$1.66B RAUM · 10 reps · 650-696-1240 · ensemblecapital.com
72
BRIGHTHOUSE INVESTMENT ADVISERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
$137.56B RAUM · 11 reps · 980-949-4301
72
HANSON & DOREMUS INVESTMENT MANAGEMENT — grew from 7 to 11 advisory reps. IAPD ↗
$736.7M RAUM · 11 reps · 802-658-2668
72
CAPITAL ADVANTAGE, INC. — grew from 7 to 9 advisory reps. IAPD ↗
$1.00B RAUM · 9 reps · 925-299-1500
72
FINANCIAL COUNCIL, LLC — grew from 3 to 7 advisory reps. IAPD ↗
$959.4M RAUM · 7 reps · 410-821-9200 · financialcouncil.com
72
NEXT CAPITAL MANAGEMENT LLC — grew from 7 to 9 advisory reps. IAPD ↗
$1.44B RAUM · 9 reps · 212-433-1111
72
PLAN GROUP FINANCIAL, INC. — grew from 10 to 14 advisory reps. IAPD ↗
$285.5M RAUM · 14 reps · 405-848-1099 · plangroup.com
72
WINDSOR ADVISORY GROUP, LLC — grew from 9 to 11 advisory reps. IAPD ↗
$1.98B RAUM · 11 reps · 614-545-0300
72
NORTHEAST FINANCIAL GROUP, INC. — grew from 7 to 9 advisory reps. IAPD ↗
$1.00B RAUM · 9 reps · 570-688-9898
72
YOUR RETIREMENT COACH — grew from 4 to 8 advisory reps. IAPD ↗
$324.0M RAUM · 8 reps · 770.427.5227 · yourretirementcoach.com
72
STRAIGHTLINE — grew from 8 to 10 advisory reps. IAPD ↗
$1.12B RAUM · 10 reps · 248-269-8366 · straightline.com
72
J. SAFRA ASSET MANAGEMENT CORPORATION — grew from 4 to 6 advisory reps. IAPD ↗
$3.68B RAUM · 6 reps · 212-704-5553 · jsinvestments.com
72
IWP WEALTH MANAGEMENT LLC — grew from 10 to 12 advisory reps. IAPD ↗
$3.58B RAUM · 12 reps · 720-328-9700
72
SWBC INVESTMENT COMPANY — grew from 15 to 19 advisory reps. IAPD ↗
$345.8M RAUM · 19 reps · 210-376-3279 · swbc.com
72
TRUENORTH WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
$1.02B RAUM · 8 reps · 801-274-1820
72
LEAFHOUSE FINANCIAL ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$17.00B RAUM · 8 reps · (512) 879-1505
72
ANDBANC ADVISORY LLC — grew from 5 to 9 advisory reps. IAPD ↗
$855.1M RAUM · 9 reps · 305-702-0601
72
CAHABA WEALTH MANAGEMENT, INC. — grew from 10 to 12 advisory reps. IAPD ↗
$1.50B RAUM · 12 reps · 404-549-7678
72
TRIUNE FINANCIAL PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
$1.13B RAUM · 12 reps · 913-825-6100
72
INDEPENDENCE ASSET ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$1.70B RAUM · 5 reps · 610-649-9841
72
COMPASS FINANCIAL MANAGEMENT LLC — grew from 16 to 20 advisory reps. IAPD ↗
$409.4M RAUM · 20 reps · 813-831-5168 · compassfmllc.com
72
NAPLES GLOBAL ADVISORS — grew from 8 to 10 advisory reps. IAPD ↗
$1.47B RAUM · 10 reps · 239-776-7900 · verobeachglobaladvisors.com
72
TEAMWORK FINANCIAL ADVISORS, LLC — grew from 12 to 16 advisory reps. IAPD ↗
$653.6M RAUM · 16 reps · 210-687-1333 · teamworkfinancial.com
72
FORMIDABLE ASSET MANAGEMENT, LLC — grew from 8 to 12 advisory reps. IAPD ↗
$886.8M RAUM · 12 reps · 513-655-5566 · formidableam.com
72
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — grew from 5 to 9 advisory reps. IAPD ↗
$557.2M RAUM · 9 reps · (971) 371-3444 · yellowwoodwealth.com
72
OLD ORCHARD CAPITAL MANAGEMENT LP — grew from 7 to 9 advisory reps. IAPD ↗
$2.38B RAUM · 9 reps · 212-331-6920
72
ENVESTNET RETIREMENT SOLUTIONS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
$14.31B RAUM · 12 reps · 1-866-318-4015 · envestnetrs.com
72
SCHOOLCRAFT CAPITAL LLC — grew from 7 to 9 advisory reps. IAPD ↗
$1.19B RAUM · 9 reps · 303-625-6868 · schoolcraftcapital.com
72
ALIGN IMPACT, LLC — grew from 18 to 22 advisory reps. IAPD ↗
$728.4M RAUM · 22 reps · 805-243-8055
72
PARADIGM WEALTH ADVISORY LLC — grew from 8 to 12 advisory reps. IAPD ↗
$356.1M RAUM · 12 reps · (908) 450-7402 · pwm.us.com
72
HIGHLINE WEALTH PARTNERS — grew from 9 to 13 advisory reps. IAPD ↗
$493.7M RAUM · 13 reps · 818-340-0157
72
XYPN INVEST — grew from 3 to 10 advisory reps. IAPD ↗
$133.3M RAUM · 10 reps · (360) 301-7579 · newleaffinancialguidance.com
72
ROOT FINANCIAL PARTNERS — grew from 5 to 9 advisory reps. IAPD ↗
$399.2M RAUM · 9 reps · (760) 452-0720
72
ASSET ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
$1.15B RAUM · 5 reps · 706-650-9900 · focusfinancialpartners.com
72
SEAVIEW INVESTMENT MANAGERS LLC — grew from 4 to 6 advisory reps. IAPD ↗
$1.14B RAUM · 6 reps · 305-330-2332 · seaviewinvestmentmanagers.com
72
ONYX BRIDGE WEALTH GROUP LLC — grew from 11 to 15 advisory reps. IAPD ↗
$815.7M RAUM · 15 reps · (914) 909-6699 · onyxbridge.com
72
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC — grew from 29 to 36 advisory reps. IAPD ↗
$90.8M RAUM · 36 reps · 917 750-5588 · simafunds.com
72
CEDRUS LLC — grew from 13 to 17 advisory reps. IAPD ↗
$651.1M RAUM · 17 reps · 720-724-2170 · cedrusfinancial.com
72
BELZBERG & CO. — grew from 9 to 11 advisory reps. IAPD ↗
$1.48B RAUM · 11 reps · 212-390-9768
72
PROSPERITAS FINANCIAL, LLC — grew from 9 to 13 advisory reps. IAPD ↗
$391.8M RAUM · 13 reps · 661-255-9555
72
PACE FINANCIAL ADVISORS — grew from 5 to 9 advisory reps. IAPD ↗
$301.0M RAUM · 9 reps · 971-727-8434 · pace-fa.com
72
KNOWN WEALTH LLC — grew from 3 to 10 advisory reps. IAPD ↗
$84.3M RAUM · 10 reps · 646-586-9424
72
RANGE ADVISORY, LLC — grew from 2 to 9 advisory reps. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
72
BUCK WEALTH STRATEGIES, LLC — grew from 16 to 20 advisory reps. IAPD ↗
$299.9M RAUM · 20 reps · 888-210-6567
72
SANFORD C. BERNSTEIN & CO., LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$3.71B RAUM · 0 reps · 212-969-1000
72
WBH ADVISORY, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.29B RAUM · 11 reps · 410-653-7979 · wbhadvisory.com
72
NORTH STAR ASSET MANAGEMENT INC — reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
$2.73B RAUM · 21 reps · 920-729-7900 · northstarinvestments.com
72
SAX WEALTH ADVISORS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$1.74B RAUM · 15 reps · 973-859-2199
72
PATHSTONE — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$48.26B RAUM · 287 reps · 201-944-7284
72
INTRUA FINANCIAL — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$1.66B RAUM · 42 reps · 713-355-9910
71
ONEAMERICA SECURITIES, INC. — reported RAUM up 67% ($158.0M -> $264.4M). IAPD ↗
$264.4M RAUM · 282 reps · 877-285-3863 · oneamericasecurities.com
71
AMERICAN PORTFOLIOS ADVISORS, INC — reported RAUM up 56% ($8.40B -> $13.08B). IAPD ↗
$13.08B RAUM · 600 reps · 631-439-4600 X156
71
EATON-CAMBRIDGE INC. — reported RAUM up 68% ($190.1M -> $319.9M). IAPD ↗
$319.9M RAUM · 4 reps · (480) 385-7399 · eatoncambridge.com
71
MODERN CAPITAL ADVISORS, LLC — reported RAUM up 66% ($171.8M -> $285.4M). IAPD ↗
$285.4M RAUM · 24 reps · 800-440-0442 · moderncap.com
71
BULLTICK WEALTH MANAGEMENT, LLC — reported RAUM up 56% ($1.66B -> $2.59B). IAPD ↗
$2.59B RAUM · 20 reps · 305-533-1541 · bulltick.com
71
CIRCLE WEALTH MANAGEMENT, LLC — reported RAUM up 55% ($6.55B -> $10.17B). IAPD ↗
$10.17B RAUM · 9 reps · 908-206-1306 · circlewm.com
71
GALLAGHER FIDUCIARY ADVISORS, LLC — reported RAUM up 57% ($6.54B -> $10.24B). IAPD ↗
$10.24B RAUM · 160 reps · 212-918-9685 · ajg.com
71
INTRUA FINANCIAL — reported RAUM up 58% ($1.05B -> $1.66B). IAPD ↗
$1.66B RAUM · 42 reps · 713-355-9910
71
ETHIC INC. — reported RAUM up 56% ($3.15B -> $4.91B). IAPD ↗
$4.91B RAUM · 9 reps · (646) 604-2440
71
VANGUARD PERSONALIZED INDEXING MANAGEMENT — reported RAUM up 59% ($2.73B -> $4.35B). IAPD ↗
$4.35B RAUM · 4 reps · 510-462-5230
71
ARISTOTLE ATLANTIC PARTNERS, LLC — reported RAUM up 56% ($1.85B -> $2.88B). IAPD ↗
$2.88B RAUM · 5 reps · 212-652-4150 · aristotlecap.com
71
BROADWAY WEALTH SOLUTIONS — reported RAUM up 69% ($148.1M -> $250.8M). IAPD ↗
$250.8M RAUM · 11 reps · (210) 283-6600 · broadway.bank
71
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — reported RAUM up 67% ($156.7M -> $261.1M). IAPD ↗
$261.1M RAUM · 35 reps · 212-698-3300 · firsteagle.com
71
GIVERNY CAPITAL ASSET MANAGEMENT — reported RAUM up 66% ($221.8M -> $368.8M). IAPD ↗
$368.8M RAUM · 2 reps · 646-669-8950
71
TRANSCE3ND LLC — reported RAUM up 70% ($184.3M -> $313.2M). IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
71
MISSION PRIME LLC — reported RAUM up 55% ($1.37B -> $2.12B). IAPD ↗
$2.12B RAUM · 1 reps · 787-487-5843
71
UNITED BROKERAGE SERVICES INC — grew from 47 to 53 advisory reps. IAPD ↗
$249.7M RAUM · 53 reps · 888-424-6158 · united-brokerage.com
71
FRAZIER FINANCIAL ADVISORS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
$767.9M RAUM · 14 reps · 614-793-8297 · frazierfinancial.com
71
PEAK ASSET MANAGEMENT, LLC — grew from 11 to 14 advisory reps. IAPD ↗
$825.1M RAUM · 14 reps · 303-926-0100 · peakam.com
71
AMERICAN FINANCIAL ADVISORS INC — grew from 6 to 9 advisory reps. IAPD ↗
$887.2M RAUM · 9 reps · 407-207-9006
71
GOODMAN FINANCIAL CORPORATION — grew from 13 to 16 advisory reps. IAPD ↗
$698.6M RAUM · 16 reps · 713-599-1777
71
COMMERCE STREET INVESTMENT MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
$745.1M RAUM · 12 reps · 214-545-6800 · commercestreetholdings.com
71
BRASADA CAPITAL MANAGEMENT, LP — grew from 7 to 10 advisory reps. IAPD ↗
$690.5M RAUM · 10 reps · 713-630-8390 · brasadacapital.com
71
A & I WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
$412.1M RAUM · 13 reps · 303-690-5070 · gotaxfreebook.com
71
STRAIGHT PATH WEALTH MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
$272.1M RAUM · 7 reps · 616-288-3670 · straightpathwealth.com
71
WELLINGTON SHIELDS & CO., LLC — grew from 13 to 16 advisory reps. IAPD ↗
$408.7M RAUM · 16 reps · 212-320-3000 · wellingtonshields.com
71
RALEIGH CAPITAL MANAGEMENT INC. — grew from 5 to 8 advisory reps. IAPD ↗
$262.8M RAUM · 8 reps · 919-852-1215
71
QUADCAP WEALTH MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
$769.7M RAUM · 11 reps · 972-818-2400 · quadcapwm.com
71
MOSS, LUSE & WOMBLE, LLC — grew from 15 to 18 advisory reps. IAPD ↗
$435.6M RAUM · 18 reps · 972-674-2584
71
COVENANT WEALTH ADVISORS — grew from 6 to 9 advisory reps. IAPD ↗
$496.3M RAUM · 9 reps · (804) 729-5265 · mycwa.com
71
PARADIEM, LLC — grew from 6 to 9 advisory reps. IAPD ↗
$420.4M RAUM · 9 reps · 985-727-0770
71
ALTERNATIVE INVESTMENT ADVISORS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
$296.4M RAUM · 9 reps · 407-261-4242 · ffs1.com
71
AVIER WEALTH ADVISORS — grew from 11 to 14 advisory reps. IAPD ↗
$786.0M RAUM · 14 reps · 425-467-1011 · avieradvisors.com
71
ZEVIN ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
$787.8M RAUM · 9 reps · 617-742-6666
71
KERBERROSE WEALTH MANAGEMENT, LLC — grew from 9 to 12 advisory reps. IAPD ↗
$752.3M RAUM · 12 reps · 715.526.9400
71
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — grew from 6 to 12 advisory reps. IAPD ↗
$164.1M RAUM · 12 reps · 866-929-3258 · walserwealth.com
71
THRIVE CAPITAL MANAGEMENT, LLC — grew from 10 to 13 advisory reps. IAPD ↗
$392.8M RAUM · 13 reps · 800-516-5861 · thrivecapitalmanagement.com
71
TRADEWAY — grew from 11 to 17 advisory reps. IAPD ↗
$77.7M RAUM · 17 reps · 877-777-0703 · tradeway.com
71
KINETIC INVESTMENT MANAGEMENT, INC. — grew from 13 to 16 advisory reps. IAPD ↗
$343.6M RAUM · 16 reps · (800) 711-4818
71
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — grew from 9 to 12 advisory reps. IAPD ↗
$422.0M RAUM · 12 reps · 866-405-1031 · askglobalwealth.com
71
BERNARDO WEALTH PLANNING, LLC — grew from 6 to 9 advisory reps. IAPD ↗
$609.8M RAUM · 9 reps · 267-500-1080
71
BRIO FINANCIAL GROUP — grew from 8 to 11 advisory reps. IAPD ↗
$699.4M RAUM · 11 reps · 415-623-2450
71
JOURNEY WEALTH MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
$750.7M RAUM · 12 reps · 216-916-8424 · fsmwealthadvisors.com
71
LIGHTHOUSE WEALTH STRATEGIES, LLC — grew from 8 to 11 advisory reps. IAPD ↗
$636.6M RAUM · 11 reps · 253-948-3725 · lighthousegigharbor.com
71
ADAMSBROWN WEALTH CONSULTANTS LLC — grew from 11 to 14 advisory reps. IAPD ↗
$651.7M RAUM · 14 reps · (620) 792-2428 · adamsbrownwc.com
71
GREENUP STREET WEALTH MANAGEMENT LLC — grew from 11 to 14 advisory reps. IAPD ↗
$510.8M RAUM · 14 reps · 734-656-8121
71
MARIPAU WEALTH MANAGEMENT LLC — grew from 11 to 17 advisory reps. IAPD ↗
$235.0M RAUM · 17 reps · 260-493-3930
71
FYRA CAPITAL MANAGEMENT — grew from 3 to 6 advisory reps. IAPD ↗
$393.5M RAUM · 6 reps · 636-573-1212 · heiseadvisorygroup.com
71
SMART WEALTH, LLC — grew from 9 to 12 advisory reps. IAPD ↗
$302.9M RAUM · 12 reps · 402-369-7777 · soundcloud.com
71
INTERGY PRIVATE WEALTH, LLC — grew from 3 to 6 advisory reps. IAPD ↗
$390.6M RAUM · 6 reps · 719-413-8820 · intergywealth.com
71
OAK HILL WEALTH ADVISORS, LLC — grew from 2 to 5 advisory reps. IAPD ↗
$542.3M RAUM · 5 reps · 703-673-7034 · oakhillwa.com
71
HIBERNIA WEALTH PARTNERS, LLC — grew from 4 to 7 advisory reps. IAPD ↗
$289.0M RAUM · 7 reps · 225-778-7972 · hiberniawealth.com
71
APOLLON FINANCIAL, LLC — grew from 4 to 7 advisory reps. IAPD ↗
$482.3M RAUM · 7 reps · 843-579-0018 · apollonfinancial.com
71
FIDELIS CAPITAL — grew from 8 to 11 advisory reps. IAPD ↗
$917.2M RAUM · 11 reps · 813-934-6246
71
IDB LIDO WEALTH, LLC — grew from 8 to 14 advisory reps. IAPD ↗
$93.6M RAUM · 14 reps · 310-278-8232
71
CARAVELA ENERGY PARTNERS LP — grew from 2 to 5 advisory reps. IAPD ↗
$348.0M RAUM · 5 reps · (203) 493-1343
71
SPECTRUM WEALTH MANAGEMENT — grew from 5 to 8 advisory reps. IAPD ↗
$976.4M RAUM · 8 reps · 317-663-5600 · spectrum-mgmt.com
71
STENGER FAMILY OFFICE, LLC — grew from 2 to 5 advisory reps. IAPD ↗
$271.0M RAUM · 5 reps · 630-912-8295 · stengerfamilyoffice.com
70
W&S BROKERAGE SERVICES, INC. — reported RAUM up 128% ($53.8M -> $122.9M). IAPD ↗
$122.9M RAUM · 73 reps · 800-257-2135
70
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER — reported RAUM up 53% ($6.09B -> $9.33B). IAPD ↗
$9.33B RAUM · 484 reps · 480-991-0225 · unitedplanners.com
70
DONALD SMITH & CO., INC. — reported RAUM up 54% ($2.62B -> $4.03B). IAPD ↗
$4.03B RAUM · 5 reps · 212-284-0990 · donaldsmithandco.com
70
ALLSTATE FINANCIAL ADVISORS, LLC — reported RAUM up 118% ($28.5M -> $62.1M). IAPD ↗
$62.1M RAUM · 0 reps · 877-232-2142
70
NEPC, LLC — reported RAUM up 50% ($63.58B -> $95.39B). IAPD ↗
$95.39B RAUM · 120 reps · 617-374-1300
70
BLACK HILL CAPITAL PARTNERS, LLC — reported RAUM up 82% ($37.3M -> $67.9M). IAPD ↗
$67.9M RAUM · 1 reps · (415) 829-4246 · blackhill-capital.com
70
OMNI 360 WEALTH, INC. — reported RAUM up 90% ($130.6M -> $248.6M). IAPD ↗
$248.6M RAUM · 4 reps · 609-452-0889 · pfg-planning.com
70
GREYBULL PARTNERS LLC — reported RAUM up 898027% ($24,868 -> $223.3M). IAPD ↗
$223.3M RAUM · 8 reps · 404-815-8772 · earnestpartners.com.cn
70
LOCUST WOOD CAPITAL ADVISERS, LLC — reported RAUM up 53% ($1.81B -> $2.76B). IAPD ↗
$2.76B RAUM · 5 reps · 212-354-5404 · locustwood.com
70
WELLSPRING FINANCIAL ADVISORS, LLC — reported RAUM up 55% ($2.35B -> $3.63B). IAPD ↗
$3.63B RAUM · 11 reps · 216-367-0680
70
KANON BLOCH CARRE — reported RAUM up 1970% ($10.6M -> $219.7M). IAPD ↗
$219.7M RAUM · 1 reps · 781 792 2930
70
REDHAWK WEALTH ADVISORS, INC. — reported RAUM up 50% ($1.21B -> $1.82B). IAPD ↗
$1.82B RAUM · 47 reps · 952-835-4295
70
BLUECHIP WEALTH ADVISORS LLC — reported RAUM up 63% ($297.3M -> $485.1M). IAPD ↗
$485.1M RAUM · 6 reps · 770-771-5812 · bcwealthadvisors.com
70
BAFFIN ADVISORS LLC — reported RAUM up 91% ($62.6M -> $119.5M). IAPD ↗
$119.5M RAUM · 1 reps · 914-371-2992 · baffinadvisors.com
70
CERITY PARTNERS LLC — reported RAUM up 51% ($53.33B -> $80.57B). IAPD ↗
$80.57B RAUM · 704 reps · 212-850-4260 · ceritypartners.com
70
ALTAI CAPITAL MANAGEMENT, L.P. — reported RAUM up 92% ($118.7M -> $228.1M). IAPD ↗
$228.1M RAUM · 4 reps · 949-326-9611
70
GEASPHERE ADVISORS — reported RAUM up 96% ($85.7M -> $168.1M). IAPD ↗
$168.1M RAUM · 2 reps · 401-351-4900
70
TRIUMPH WEALTH ADVISORS, INC. — reported RAUM up 78% ($23.4M -> $41.7M). IAPD ↗
$41.7M RAUM · 15 reps · 770-924-9322 · triumphwealthadvisors.com
70
INVESCO MANAGED ACCOUNTS, LLC — reported RAUM up 54% ($11.39B -> $17.54B). IAPD ↗
$17.54B RAUM · 29 reps · 1-866-769-2773 · snwam.com
70
COPPELL ADVISORY SOLUTIONS LLC — reported RAUM up 60% ($529.7M -> $849.6M). IAPD ↗
$849.6M RAUM · 76 reps · 866-254-4235
70
ANGELES WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($1.19B -> $1.80B). IAPD ↗
$1.80B RAUM · 6 reps · 310-393-6300 · angeleswealth.com
70
RMR WEALTH BUILDERS, INC. — reported RAUM up 53% ($1.11B -> $1.70B). IAPD ↗
$1.70B RAUM · 43 reps · (201) 836-2460
70
MPWM ADVISORY SOLUTIONS LLC — reported RAUM up 64% ($192.6M -> $315.7M). IAPD ↗
$315.7M RAUM · 14 reps · 678-566-4001
70
VIZCAYA CAPITAL, LLC — reported RAUM up 64% ($260.6M -> $426.7M). IAPD ↗
$426.7M RAUM · 5 reps · 305-602-5725 · vizcayacapital.com
70
LIDO — reported RAUM up 50% ($13.10B -> $19.66B). IAPD ↗
$19.66B RAUM · 147 reps · 310-278-8232 · lidoadvisors.com
70
THRIVE CAPITAL MANAGEMENT, LLC — reported RAUM up 61% ($244.7M -> $392.8M). IAPD ↗
$392.8M RAUM · 13 reps · 800-516-5861 · thrivecapitalmanagement.com
70
KOVITZ INVESTMENT GROUP PARTNERS, LLC — reported RAUM up 55% ($7.29B -> $11.29B). IAPD ↗
$11.29B RAUM · 52 reps · 312-334-7300
70
COURIER CAPITAL, LLC — reported RAUM up 51% ($1.90B -> $2.86B). IAPD ↗
$2.86B RAUM · 12 reps · 716-883-9595 · couriercapital.com
70
HOOPOE ADVISORS — reported RAUM up 65% ($244.0M -> $402.5M). IAPD ↗
$402.5M RAUM · 5 reps · 617-708-0639
70
GOLDEN RESERVE RETIREMENT, LLC — reported RAUM up 84% ($109.2M -> $201.1M). IAPD ↗
$201.1M RAUM · 6 reps · 855-456-4777
70
JEMMA FINANCIAL SERVICES — reported RAUM up 114% ($46.2M -> $98.8M). IAPD ↗
$98.8M RAUM · 6 reps · (855) 662-2121 · jemmafinancial.com
70
DECKER RETIREMENT PLANNING INC. — reported RAUM up 82% ($117.5M -> $213.6M). IAPD ↗
$213.6M RAUM · 6 reps · 855-425-4566
70
ARCADIA WEALTH MANAGEMENT, LLC — reported RAUM up 61% ($209.8M -> $336.8M). IAPD ↗
$336.8M RAUM · 5 reps · 603-681-9190
70
APPLIED RESEARCH INVESTMENTS, LLC — reported RAUM up 166% ($38.4M -> $102.1M). IAPD ↗
$102.1M RAUM · 5 reps · (212) 419-0400 · arinvgroup.com
70
FSAM LLC — reported RAUM up 86% ($39.0M -> $72.6M). IAPD ↗
$72.6M RAUM · 8 reps · 770-777-9373
70
AWM CAPITAL, LLC — reported RAUM up 62% ($530.9M -> $860.6M). IAPD ↗
$860.6M RAUM · 15 reps · (323) 940-1339
70
LIFEWORKS ADVISORS, LLC — reported RAUM up 61% ($261.2M -> $421.8M). IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
70
FLORIDA FINANCIAL ADVISORS, LLC — reported RAUM up 110% ($94.8M -> $199.0M). IAPD ↗
$199.0M RAUM · 294 reps · (813) 333-1683
70
ARKADIOS WEALTH ADVISORS — reported RAUM up 53% ($1.76B -> $2.68B). IAPD ↗
$2.68B RAUM · 137 reps · 404-445-0035 · arkadioscapital.com
70
KDT ADVISORS, LLC — reported RAUM up 78% ($80.5M -> $143.3M). IAPD ↗
$143.3M RAUM · 4 reps · 929-293-1270 · kdtadvisors.com
70
TITAN — reported RAUM up 61% ($548.8M -> $882.0M). IAPD ↗
$882.0M RAUM · 7 reps · 973-490-4042
70
PGIM CUSTOM HARVEST LLC — reported RAUM up 50% ($2.38B -> $3.58B). IAPD ↗
$3.58B RAUM · 6 reps · 888-778-5471 · pgim.com
70
CAMELOT EVENT-DRIVEN ADVISORS, LLC — reported RAUM up 79% ($59.1M -> $105.5M). IAPD ↗
$105.5M RAUM · 2 reps · 419-794-0538 · cameloteventdrivenfund.com
70
GO INVEST LLC — reported RAUM up 215% ($47.1M -> $148.6M). IAPD ↗
$148.6M RAUM · 1 reps · 801-666-4373 · goinvest.us
70
Q CAPITAL SOLUTIONS — reported RAUM up 166% ($92.4M -> $245.9M). IAPD ↗
$245.9M RAUM · 2 reps · 732-600-5557 · qcapitalsolutions.com
70
INSPIRE ADVISORS, LLC — reported RAUM up 60% ($520.8M -> $835.3M). IAPD ↗
$835.3M RAUM · 45 reps · 877-859-6383 · inspireadvisors.com
70
SOUTHWESTERN MONEY MANAGEMENT LLC — reported RAUM up 1753% ($2.2M -> $40.1M). IAPD ↗
$40.1M RAUM · 2 reps · 210-344-3400
70
EAGLEBROOK ADVISORS — reported RAUM up 125% ($93.9M -> $211.1M). IAPD ↗
$211.1M RAUM · 4 reps · 786-807-7374
70
SWAN CAPITAL — reported RAUM up 86% ($102.4M -> $190.7M). IAPD ↗
$190.7M RAUM · 2 reps · (850) 380-9558
70
REFLECTION ASSET MANAGEMENT — reported RAUM up 111% ($62.0M -> $130.9M). IAPD ↗
$130.9M RAUM · 1 reps · 617-584-4042
70
ONEGROUP WEALTH PARTNERS, INC. — reported RAUM up 150% ($37.2M -> $92.9M). IAPD ↗
$92.9M RAUM · 4 reps · 561-472-2312 · onegroupwealthpartners.com
70
RETIRABLE — reported RAUM up 199% ($20.2M -> $60.5M). IAPD ↗
$60.5M RAUM · 7 reps · 833 222 1807
70
GREYCLIFF WEALTH MANAGEMENT, LLC — reported RAUM up 79% ($41.9M -> $75.0M). IAPD ↗
$75.0M RAUM · 4 reps · 201-738-2818
70
ADVISOR SHARE WEALTH MANAGEMENT — reported RAUM up 325% ($11.3M -> $48.0M). IAPD ↗
$48.0M RAUM · 22 reps · 866-232-3251 · aswealthmanagement.com
70
MEDIA WEALTH — reported RAUM up 85% ($59.3M -> $109.4M). IAPD ↗
$109.4M RAUM · 4 reps · 650-252-0550 · focusfinancialpartners.com
70
DAKORE WEALTH MANAGEMENT, LLC — reported RAUM up 111% ($36.4M -> $76.6M). IAPD ↗
$76.6M RAUM · 1 reps · (561) 774-8101 · dakorewealth.com
70
BALLAST ASSET MANAGEMENT — reported RAUM up 152% ($66.9M -> $168.5M). IAPD ↗
$168.5M RAUM · 3 reps · 469-420-5220 · ballastam.com
70
ROSENBLATT GLOBAL ADVISORS — reported RAUM up 186% ($53.2M -> $152.1M). IAPD ↗
$152.1M RAUM · 2 reps · 212-607-3100 · rbltga.com
70
EVESTIA FINANCIAL — reported RAUM up 375% ($9.8M -> $46.4M). IAPD ↗
$46.4M RAUM · 2 reps · 801-960-3228
70
R CUBED GLOBAL CAPITAL INC. — reported RAUM up 352% ($5.6M -> $25.2M). IAPD ↗
$25.2M RAUM · 1 reps · 206-743-5907 · rcubedgc.com
70
FAITH INVESTOR SERVICES — reported RAUM up 122% ($49.7M -> $110.3M). IAPD ↗
$110.3M RAUM · 5 reps · (214) 462-7244
70
ENVISION FINANCIAL LLC — reported RAUM up 76% ($129.0M -> $226.9M). IAPD ↗
$226.9M RAUM · 2 reps · 262-354-7155 · envisionfinancial-llc.com
70
OLIVEIRA WEALTH — reported RAUM up 81% ($122.5M -> $221.7M). IAPD ↗
$221.7M RAUM · 2 reps · 209-579-2332
70
BLUEPRINT FINANCIAL ADVISORS — reported RAUM up 422% ($25.4M -> $132.5M). IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
70
ELDRED ROCK PARTNERS, LLC — reported RAUM up 63% ($206.8M -> $337.9M). IAPD ↗
$337.9M RAUM · 4 reps · 726-208-0800
70
EARNED WEALTH — reported RAUM up 113% ($50.0M -> $106.6M). IAPD ↗
$106.6M RAUM · 7 reps · (914) 417-4556 · formefinancial.com
70
ADVYZON INVESTMENT MANAGEMENT, LLC — reported RAUM up 91% ($108.5M -> $207.6M). IAPD ↗
$207.6M RAUM · 2 reps · 844-340-1898 · advyzonim.com
70
INNOVA ADVISORS — reported RAUM up 91% ($100.6M -> $192.4M). IAPD ↗
$192.4M RAUM · 2 reps · 305-646-1557 · innovadvisors.com
70
KNOWN WEALTH LLC — reported RAUM up 173% ($30.8M -> $84.3M). IAPD ↗
$84.3M RAUM · 10 reps · 646-586-9424
70
RANGE ADVISORY, LLC — reported RAUM up 19505% ($138,739 -> $27.2M). IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
70
BASE WEALTH MANAGEMENT — reported RAUM up 99% ($107.2M -> $213.8M). IAPD ↗
$213.8M RAUM · 5 reps · 941-203-6040
70
IDB LIDO WEALTH, LLC — reported RAUM up 197% ($31.5M -> $93.6M). IAPD ↗
$93.6M RAUM · 14 reps · 310-278-8232
70
AURELIUS FAMILY OFFICE, LLC — reported RAUM up 109% ($113.6M -> $237.3M). IAPD ↗
$237.3M RAUM · 5 reps · 603-413-6060 · aurelius.net
70
SOLID POINT WEALTH ADVISORS, LLC — reported RAUM up 84% ($25.2M -> $46.4M). IAPD ↗
$46.4M RAUM · 4 reps · 518-681-0107 · solidpointwealth.com
70
DUNBAR ASSOCIATES, LLC — reported RAUM up 94% ($109.9M -> $213.2M). IAPD ↗
$213.2M RAUM · 3 reps · (203) 880-5716 · dunbarassociatesllc.com
70
CENTERPOINT ADVISORY GROUP, LLC — reported RAUM up 82% ($110.3M -> $200.5M). IAPD ↗
$200.5M RAUM · 5 reps · 913-685-3001 · centerpointadvisory.com
70
MASTERWORKS ADVISERS, LLC — reported RAUM up 96% ($18.9M -> $37.2M). IAPD ↗
$37.2M RAUM · 20 reps · 203-518-5172 · masterworks.com
70
VESTO ADVISORS, LLC — reported RAUM up 83% ($43.6M -> $80.0M). IAPD ↗
$80.0M RAUM · 2 reps · 856-219-4026 · getvesto.com
70
BROADSTREET GLOBAL ADVISORS, INC. — reported RAUM up 157% ($39.9M -> $102.7M). IAPD ↗
$102.7M RAUM · 4 reps · 914-427-8036 · broadstreetglobaladvisors.com
70
RICHARDS MERRILL WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
$395.8M RAUM · 8 reps · 509-624-3174 · rmpinvest.com
70
WFA ASSET MANAGEMENT CORP — grew from 3 to 5 advisory reps. IAPD ↗
$373.9M RAUM · 5 reps · 414-727-8181
70
INNOVEST PORTFOLIO SOLUTIONS LLC — grew from 32 to 37 advisory reps. IAPD ↗
$0 RAUM · 37 reps · 303-694-1900 · innovestinc.com
70
WHITENER CAPITAL MANAGEMENT, INC — grew from 3 to 5 advisory reps. IAPD ↗
$409.2M RAUM · 5 reps · 252-972-8909
70
FINANCIAL CONSULATE — grew from 10 to 12 advisory reps. IAPD ↗
$782.3M RAUM · 12 reps · 410-823-7283 · financialconsulate.com
70
PETRA FINANCIAL ADVISORS INC — grew from 6 to 8 advisory reps. IAPD ↗
$357.2M RAUM · 8 reps · 719-636-9000 · lighthousefinancialllc.com
70
LAFFER TENGLER INVESTMENTS, INC. — grew from 8 to 10 advisory reps. IAPD ↗
$462.6M RAUM · 10 reps · 800-838-3468 · laffertengler.com
70
GUGGENHEIM INVESTMENT ADVISORS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
$876.5M RAUM · 10 reps · 866-285-3655 · guggenheimpartners.com
70
U.S. FINANCIAL ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
$348.6M RAUM · 8 reps · 781-849-9200 · napierfinancial.com
70
COYLE — grew from 8 to 10 advisory reps. IAPD ↗
$823.0M RAUM · 10 reps · 847-441-5644
70
GALLACHER CAPITAL MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
$463.1M RAUM · 11 reps · 303-708-1640 · gallachercapital.com
70
PACIFIC WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
$269.9M RAUM · 7 reps · 858-509-9797 · pacwealth.com
70
MADRONA FINANCIAL & CPAS — grew from 10 to 12 advisory reps. IAPD ↗
$393.0M RAUM · 12 reps · 425-212-3777
70
SYNERGY ASSET MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$810.2M RAUM · 6 reps · 206-386-5455 · advisorempowerment.com
70
PROBITY ADVISORS, INC. — grew from 5 to 7 advisory reps. IAPD ↗
$630.2M RAUM · 7 reps · 214-891-8131 · probityadvisors.com
70
PILLAR FINANCIAL ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$293.8M RAUM · 5 reps · 502-384-3890 · pillar.net
70
FAI ADVISORS, INC. — grew from 6 to 8 advisory reps. IAPD ↗
$250.0M RAUM · 8 reps · 248-482-3600 · financialarch.com
70
FIFTH AVENUE FAMILY OFFICE — grew from 2 to 4 advisory reps. IAPD ↗
$633.4M RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com
70
OAKMONT CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$528.4M RAUM · 7 reps · (412) 828-5550 · oakmontcap.com
70
SUGARLOAF WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
$610.1M RAUM · 10 reps · 770.985.5473 · swmllc.com
70
UHLER VERTICH WHITE ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
$466.0M RAUM · 5 reps · 239-936-6300
70
DUPREE FINANCIAL GROUP, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$283.3M RAUM · 5 reps · 859-233-0400
70
VERSANT CAPITAL MANAGEMENT, INC. — grew from 10 to 12 advisory reps. IAPD ↗
$900.5M RAUM · 12 reps · 602-635-3760
70
CHI-RHO FINANCIAL, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$981.2M RAUM · 8 reps · 678-731-0032
70
STONE HOUSE INVESTMENT MANAGEMENT, LLC — grew from 10 to 12 advisory reps. IAPD ↗
$544.5M RAUM · 12 reps · (570) 836-7020
70
TRUE WEALTH DESIGN, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$561.1M RAUM · 9 reps · (330) 777-0688
70
CYPRESS POINT WEALTH MANAGEMENT, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$797.7M RAUM · 3 reps · 214-736-8887 · cypresspointwealth.com
70
BARRY INVESTMENT ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$654.9M RAUM · 6 reps · 888-992-8601 · barryinvestmentadvisors.com
70
CONCISE CAPITAL MANAGEMENT, L.P. — grew from 5 to 7 advisory reps. IAPD ↗
$526.4M RAUM · 7 reps · 305-371-4578 · concisecapital.com
70
SIGNALPOINT ASSET MANAGEMENT LLC — grew from 7 to 9 advisory reps. IAPD ↗
$522.3M RAUM · 9 reps · 417-869-9980 · signalpointinvest.com
70
ILLUMINATION WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
$307.1M RAUM · 9 reps · 858-246-6855
70
THE LLOYD GROUP — grew from 5 to 7 advisory reps. IAPD ↗
$299.7M RAUM · 7 reps · 770-932-0387 · thelloydgroupinc.com
70
WOODWARD FINANCIAL ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
$511.2M RAUM · 5 reps · 919-929-2495 · woodwardadvisors.com
70
NIKULSKI FINANCIAL, INC. — grew from 2 to 4 advisory reps. IAPD ↗
$305.5M RAUM · 4 reps · 563-344-0118
70
TRINITY PORTFOLIO ADVISORS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
$452.6M RAUM · 12 reps · 817-416-7227 · trinityportfolio.com
70
DESERT ROSE CAPITAL MANAGEMENT, INC. — grew from 3 to 8 advisory reps. IAPD ↗
$117.2M RAUM · 8 reps · 208 297-2710
70
DRAKE & ASSOCIATES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$313.1M RAUM · 6 reps · 414-409-7226
70
FIDATO WEALTH LLC — grew from 5 to 7 advisory reps. IAPD ↗
$334.5M RAUM · 7 reps · 440-572-5552
70
AOG WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
$341.3M RAUM · 8 reps · 703-757-8020
70
ROTHSCHILD CAPITAL PARTNERS — grew from 3 to 5 advisory reps. IAPD ↗
$351.3M RAUM · 5 reps · 212-931-5303 · rothcap.com
70
OAKWELL PRIVATE WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
$411.8M RAUM · 8 reps · 1-800-55OAKWELL · oakwellpwm.com
70
SINGLE POINT PARTNERS — grew from 9 to 11 advisory reps. IAPD ↗
$525.0M RAUM · 11 reps · 617-600-0510 · spcfo.com
70
MONTIS FINANCIAL, LLC — grew from 8 to 10 advisory reps. IAPD ↗
$638.8M RAUM · 10 reps · 781-541-5057 · montisfinancial.com
70
CANTER WEALTH — grew from 7 to 9 advisory reps. IAPD ↗
$302.0M RAUM · 9 reps · 858.812.7550
70
PIER 88 INVESTMENT PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$581.3M RAUM · 5 reps · 415-814-8840 · pier88.com
70
BLUEPRINT INVESTMENT PARTNERS LLC — grew from 5 to 7 advisory reps. IAPD ↗
$849.4M RAUM · 7 reps · 336-609-7522
70
FLOURISH WEALTH MANAGEMENT INC. — grew from 2 to 4 advisory reps. IAPD ↗
$327.8M RAUM · 4 reps · (952) 392-4474
70
SALVUS WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$260.5M RAUM · 4 reps · 732-542-2629
70
STRATEGAS ASSET MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$446.5M RAUM · 9 reps · 212-906-0130 · strategasasset.com
70
VANN EQUITY MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗
$701.0M RAUM · 6 reps · 214-983-0346 · vannequitymanagement.com
70
SKYLINE ADVISORS, INC. — grew from 4 to 6 advisory reps. IAPD ↗
$288.4M RAUM · 6 reps · 360-671-1621
70
EVERSPIRE — grew from 10 to 15 advisory reps. IAPD ↗
$156.2M RAUM · 15 reps · 801-545-8706
70
ELEVATED CAPITAL ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$375.3M RAUM · 9 reps · 385-237-3338
70
EAGLE BAY FAMILY OFFICE — grew from 2 to 4 advisory reps. IAPD ↗
$886.8M RAUM · 4 reps · 212-634-7879 · eaglebayadvisors.com
70
TWIN POINT CAPITAL LLC — grew from 7 to 9 advisory reps. IAPD ↗
$405.7M RAUM · 9 reps · 3475945598 · twinpointcap.com
70
XO WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
$707.8M RAUM · 7 reps · 972-335-8000 · xowealth.com
70
ALTMAN ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
$344.3M RAUM · 8 reps · (312) 759-7801 · altmanadvisors.com
70
ARLINGTON FINANCIAL ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$944.5M RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
70
PLUM STREET ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$261.5M RAUM · 6 reps · 504-517-5107 · plumstreetadvisors.com
70
ONE CHARLES PRIVATE WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
$715.1M RAUM · 7 reps · 617-337-4208 · focusfinancialpartners.com
70
STORDAHL CAPITAL MANAGEMENT, INC. — grew from 4 to 6 advisory reps. IAPD ↗
$530.4M RAUM · 6 reps · 303-770-0602 · stordahlcap.com
70
STONE OAK WEALTH MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$302.3M RAUM · 7 reps · 210-339-2707
70
KIMERY WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$329.0M RAUM · 6 reps · (901) 291-5500
70
LOGIX INVESTMENTS LLC — grew from 2 to 4 advisory reps. IAPD ↗
$376.3M RAUM · 4 reps · 216-861-1148 · logixsv.com
70
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$379.7M RAUM · 9 reps · 913-295-9500
70
CYPRESS CAPITAL ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$323.6M RAUM · 4 reps · 615-467-6075 · musicrowwealthmanagement.com
70
WIDMANN FINANCIAL SERVICES — grew from 8 to 10 advisory reps. IAPD ↗
$341.5M RAUM · 10 reps · 301-262-2919 · widmannfinancial.com
70
OPAL WEALTH ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$825.9M RAUM · 8 reps · 516-388-7980
70
CHICORY WEALTH — grew from 9 to 11 advisory reps. IAPD ↗
$632.0M RAUM · 11 reps · (404) 294-5917 · chicorywealth.com
70
FELICITAS GLOBAL PARTNERS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
$819.1M RAUM · 10 reps · 310.461.8990
70
CAPASSO PLANNING PARTNERS LLC — grew from 8 to 10 advisory reps. IAPD ↗
$332.8M RAUM · 10 reps · 843-608-8487 · capassoplanningpartners.com
70
MACH-1 FINANCIAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$354.4M RAUM · 6 reps · 479-876-2100 · mach-1financial.com
70
MATTERN CAPITAL MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$918.0M RAUM · 5 reps · 720-710-2934
70
EVERGREEN WEALTH SOLUTIONS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$390.6M RAUM · 7 reps · 570-601-6960 · egwealth.com
70
INVESTMENT RESEARCH PARTNERS — grew from 4 to 6 advisory reps. IAPD ↗
$300.8M RAUM · 6 reps · 814-966-7206
70
AXIOM FINANCIAL STRATEGIES GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$346.3M RAUM · 7 reps · 812-913-7701 · axiomfsg.com
70
CORE ADVISORY GROUP — grew from 3 to 8 advisory reps. IAPD ↗
$238.2M RAUM · 8 reps · 803-324-5464 · strosserwealth.com
70
LANSING STREET ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
$378.9M RAUM · 4 reps · 215-718-2063 · lansingadv.com
70
GLOBAL KANDOR ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$379.3M RAUM · 4 reps · (786) 558-0391 · globalkandor.com
70
TRUE NORTH FINANCIAL — grew from 2 to 4 advisory reps. IAPD ↗
$357.4M RAUM · 4 reps · 406-294-5000 · planwithtruenorth.com
70
MILESTONE ASSET MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$445.8M RAUM · 9 reps · 412-643-3058 · milestoneassetmanagement.com
70
SEASONS OF ADVICE WEALTH MANAGEMENT — grew from 10 to 12 advisory reps. IAPD ↗
$931.8M RAUM · 12 reps · 212-977-3111 · soaplanning.com
70
CERRO PACIFIC WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$441.4M RAUM · 5 reps · 805-457-3300
70
PROALTUS USA — grew from 5 to 7 advisory reps. IAPD ↗
$400.3M RAUM · 7 reps · (857) 334-1921 · proaltus.us
70
RETIREMENT PLANNING SOLUTIONS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
$285.4M RAUM · 11 reps · 502-499-5668
70
WEST MICHIGAN ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
$494.8M RAUM · 11 reps · (616) 820-1040
70
INSIGHT CAPITAL MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
$281.6M RAUM · 4 reps · 925-362-9571
70
TRG INVESTMENT ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$913.0M RAUM · 6 reps · 800-222-6016
70
VANTAGE FINANCIAL PARTNERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
$612.1M RAUM · 11 reps · 262-439-8587 · vantagefinancialwi.com
70
QUANTUM FINANCIAL ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
$972.2M RAUM · 11 reps · (424) 447-8268
70
STEVENS CAPITAL PARTNERS — grew from 4 to 6 advisory reps. IAPD ↗
$282.2M RAUM · 6 reps · 402-251-5800 · mypurposefulwealth.com
70
ADDITION WEALTH — grew from 7 to 12 advisory reps. IAPD ↗
$0 RAUM · 12 reps · 917-426-6711 · additionwealth.com
70
RIALTO WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
$312.3M RAUM · 5 reps · 315-992-9129
70
STEWARD ADVISORS GROUP, LLC — grew from 1 to 6 advisory reps. IAPD ↗
$35.5M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
70
LET BOB ADVISORY, LLC — grew from 1 to 6 advisory reps. IAPD ↗
$51,380 RAUM · 6 reps · 2052184597 · letbobtrade.com
70
BALANZ — grew from 1 to 3 advisory reps. IAPD ↗
$265.9M RAUM · 3 reps · 786 687-4066 · balanz.us
70
A16Z PERENNIAL MANAGEMENT, L.P. — grew from 7 to 9 advisory reps. IAPD ↗
$812.9M RAUM · 9 reps · (650) 798-5800 · a16z.com
70
CANOPY PARTNERS — grew from 1 to 3 advisory reps. IAPD ↗
$596.8M RAUM · 3 reps · 5134042604 · canopyfamilyoffice.com
70
THE SALVETTI GROUP — grew from 4 to 6 advisory reps. IAPD ↗
$487.2M RAUM · 6 reps · 916-414-8282 · thesalvettigroup.com
70
KITCHING PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$477.6M RAUM · 5 reps · 267-209-0830
70
EAGLE WEALTH MANAGEMENT GROUP INC. — grew from 2 to 4 advisory reps. IAPD ↗
$310.7M RAUM · 4 reps · 661-257-9800 · eagleretirementplans.com
70
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
$454.6M RAUM · 5 reps · 9048747885
70
CURIO WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$330.7M RAUM · 6 reps · 410-449-2599 · curiowealth.com
70
TERRAFORM WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
$173.2M RAUM · 2 reps · 713-784-4848
70
NERDWALLET ADVISORY — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 1 reps · 415 310-6261 · nerdwalletadvisors.com
70
EVERGREEN MONEY ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$102.8M RAUM · 12 reps · 844-383-3874 · evergreenmoney.com
70
XILLION — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 1 reps · (415) 322-0670 · xillionapp.com
70
INTER&CO US ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 6 reps · 888-305-7264 · inter.co
70
SCHMIDT FINANCIAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 3 reps · 425-893-9195 · schmidtfm.com
70
KELLY WEALTH MANAGEMENT, INC. — 's provisional registration is now fully approved. IAPD ↗
$112.7M RAUM · 2 reps · 248-262-7217 · kellycapitalpartners.com
70
JB WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$11.2M RAUM · 2 reps · 615-560-8268
70
SL CAPITAL — 's provisional registration is now fully approved. IAPD ↗
$105.3M RAUM · 3 reps · 480-359-7092 · slcapitalwealth.com
70
PUREFI WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
$107.6M RAUM · 4 reps · (617) 488-9320
70
MISSION HILLS FINANCIAL ADVISORY LLC — 's provisional registration is now fully approved. IAPD ↗
$157.5M RAUM · 3 reps · 619-294-9420 · missionhillsfinancial.com
70
TAR RIVER WEALTH PLANNING, LLC — 's provisional registration is now fully approved. IAPD ↗
$220.2M RAUM · 4 reps · 919-496-1511 · tarriverwealthplanning.com
70
WAYSTONE ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$111.0M RAUM · 2 reps · (425) 484-0045 · waystoneadvisors.com
70
210 FINANCIAL — 's provisional registration is now fully approved. IAPD ↗
$116.8M RAUM · 3 reps · 309-263-1333
70
LEGACY BEYOND WEALTH LLC — 's provisional registration is now fully approved. IAPD ↗
$140.0M RAUM · 1 reps · 408-464-3876
70
GFG SOLUTIONS — 's provisional registration is now fully approved. IAPD ↗
$151.1M RAUM · 6 reps · (407) 627-0091 · gfgsolutions.com
70
ELIOS FINANCIAL GROUP, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$256.0M RAUM · 2 reps · 440-617-9100 · eliosfinancial.com
70
MOLLOT & HARDY, INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$77.7M RAUM · 3 reps · 716-691-7121 · mollot.com
70
BECKERMAN WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$219.9M RAUM · 4 reps · 877-892-7738 · beckermaninstitutional.com
70
LARSEN WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$120.4M RAUM · 3 reps · 916-939-6860 · larsenwealthmanagement.com
70
INSIGHT FINANCIAL SERVICES — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$173.6M RAUM · 5 reps · 913-402-2020 · ifsadvisors.com
70
THE FAUSER GROUP, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$217.7M RAUM · 1 reps · 206-466-2542
70
BRAVE EAGLE WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$52.0M RAUM · 2 reps · 212-918-4746
70
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$184.8M RAUM · 3 reps · (720) 287-0918 · hdwscolorado.com
70
PRISM ADVISORS, INC. — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$415.9M RAUM · 4 reps · 818-760-3333 · prismadvisors.com
70
CLEAR SKY FINANCIAL, LP — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$106.9M RAUM · 3 reps · 214-440-3615 · csfplan.com
70
THREE SIXTY WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$135.8M RAUM · 2 reps · (630) 219-1695 · threesixtywm.com
70
RINALDI WEALTH MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$162.6M RAUM · 2 reps · 239-444-6111
70
TRADEWINDS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$293.9M RAUM · 6 reps · 919-571-2833 · tradewinds.global
70
HERITAGE WEALTH MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$377.0M RAUM · 5 reps · 858-613-9191 · heritage-wm.com
70
KEY WEALTH ADVISORS LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$71.5M RAUM · 1 reps · (256) 715-9611
70
AXIM PLANNING & WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$129.3M RAUM · 3 reps · 937-291-2060 · aximwealth.com
70
SGROI WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$91.9M RAUM · 3 reps · 518-477-3626 · sgroiwealth.com
70
NAVIGATE FINANCIAL LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$267.4M RAUM · 1 reps · 801-905-1644 · navigatefinancial.com
70
APFORIA — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$37.6M RAUM · 6 reps · 757-407-4189 · myciwm.com
69
VOYA RETIREMENT ADVISORS, LLC — reported RAUM up 47% ($18.39B -> $27.04B). IAPD ↗
$27.04B RAUM · 136 reps · (860) 580-2817
69
WELLS FARGO ADVISORS — reported RAUM up 50% ($103.11B -> $154.19B). IAPD ↗
$154.19B RAUM · 1978 reps · 314-875-3000 · stories.wf.com
69
CLEARSTEAD; HARTLAND & CO., LLC — reported RAUM up 50% ($10.23B -> $15.32B). IAPD ↗
$15.32B RAUM · 60 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com
69
SAGE ADVISORY SERVICES LTD CO — reported RAUM up 48% ($15.32B -> $22.69B). IAPD ↗
$22.69B RAUM · 35 reps · 512-327-5530 · sageadvisory.com
69
BLUE BARN WEALTH — reported RAUM up 56% ($276.5M -> $431.4M). IAPD ↗
$431.4M RAUM · 4 reps · (801) 466-4101 · bluebarnwealth.com
69
ASSET PRESERVATION GROUP INC — reported RAUM up 56% ($169.1M -> $263.4M). IAPD ↗
$263.4M RAUM · 2 reps · 817-251-1008 · apg-advisors.com
69
APERIO GROUP, LLC — reported RAUM up 47% ($54.55B -> $80.21B). IAPD ↗
$80.21B RAUM · 73 reps · 415-339-4300 · aperiogroup.com
69
SUMMA CORP. — reported RAUM up 56% ($232.4M -> $361.6M). IAPD ↗
$361.6M RAUM · 2 reps · 281-362-9977
69
CHARTER ADVISORY CORPORATION — reported RAUM up 60% ($199.5M -> $319.2M). IAPD ↗
$319.2M RAUM · 14 reps · 317-844-7416 · charteradvisory.com
69
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($182.2M -> $286.7M). IAPD ↗
$286.7M RAUM · 5 reps · 847-247-8959
69
PERSIUM ADVISORS, LLC — reported RAUM up 56% ($280.4M -> $436.5M). IAPD ↗
$436.5M RAUM · 9 reps · 678-322-3000 · persiumgroup.com
69
ZEVENBERGEN CAPITAL INVESTMENTS LLC — reported RAUM up 46% ($3.03B -> $4.41B). IAPD ↗
$4.41B RAUM · 5 reps · 206-682-8469 · zci.com
69
STELAC ADVISORY SERVICES LLC — reported RAUM up 48% ($2.67B -> $3.94B). IAPD ↗
$3.94B RAUM · 12 reps · 212-920-3890
69
ILLUMINATION WEALTH MANAGEMENT — reported RAUM up 56% ($196.4M -> $307.1M). IAPD ↗
$307.1M RAUM · 9 reps · 858-246-6855
69
GARDE CAPITAL, INC. — reported RAUM up 49% ($1.40B -> $2.09B). IAPD ↗
$2.09B RAUM · 9 reps · 206-552-7900 · gardecapital.com
69
CONNECTICUT WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($2.13B -> $3.17B). IAPD ↗
$3.17B RAUM · 35 reps · 860-470-0290 · vimeo.com
69
COMPASS FINANCIAL MANAGEMENT LLC — reported RAUM up 55% ($263.6M -> $409.4M). IAPD ↗
$409.4M RAUM · 20 reps · 813-831-5168 · compassfmllc.com
69
BLUEPRINT INVESTMENT PARTNERS LLC — reported RAUM up 59% ($533.1M -> $849.4M). IAPD ↗
$849.4M RAUM · 7 reps · 336-609-7522
69
NEWEDGE ADVISORS — reported RAUM up 45% ($12.68B -> $18.43B). IAPD ↗
$18.43B RAUM · 396 reps · 504-459-4391 · threepeakswealth.com
69
ETF ARCHITECT — reported RAUM up 46% ($6.29B -> $9.16B). IAPD ↗
$9.16B RAUM · 7 reps · 1.215.882.9983 · etfarchitect.com
69
SENTRY ADVISORS, LLC — reported RAUM up 50% ($2.01B -> $3.01B). IAPD ↗
$3.01B RAUM · 4 reps · 415-229-9070 · sentryadv.com
69
PANDOWEALTH. LLC — reported RAUM up 57% ($191.1M -> $299.3M). IAPD ↗
$299.3M RAUM · 14 reps · 678-712-6656 · pandowealth.com
69
VESTWELL ADVISORS LLC — reported RAUM up 56% ($179.0M -> $279.5M). IAPD ↗
$279.5M RAUM · 15 reps · 917-979-5358
69
CAPITAL ASSET MANAGEMENT, LLC — reported RAUM up 75% ($120.0M -> $209.5M). IAPD ↗
$209.5M RAUM · 2 reps · 303-832-7770 · capasset.net
69
EVERSOURCE WEALTH ADVISORS, LLC — reported RAUM up 49% ($1.81B -> $2.69B). IAPD ↗
$2.69B RAUM · 40 reps · 205-982-5515
69
PRIME CAPITAL INVESTMENT ADVISORS, LLC — reported RAUM up 46% ($16.69B -> $24.36B). IAPD ↗
$24.36B RAUM · 198 reps · (800) 493-6226 · libertywealthadvisors.com
69
OWLS NEST PARTNERS — reported RAUM up 56% ($250.3M -> $389.5M). IAPD ↗
$389.5M RAUM · 4 reps · (484) 352-1110
69
ROCKEFELLER CAPITAL MANAGEMENT — reported RAUM up 49% ($34.71B -> $51.82B). IAPD ↗
$51.82B RAUM · 573 reps · 212-549-5100
69
BLUE INVESTMENT PARTNERS LLC — reported RAUM up 58% ($164.7M -> $259.7M). IAPD ↗
$259.7M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
69
FIRE CAPITAL MANAGEMENT, LLC — reported RAUM up 58% ($269.0M -> $425.2M). IAPD ↗
$425.2M RAUM · 3 reps · 415-828-0129
69
THIRD LAKE PARTNERS, LLC — reported RAUM up 47% ($2.17B -> $3.19B). IAPD ↗
$3.19B RAUM · 11 reps · (813) 497-8100
69
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — reported RAUM up 50% ($2.62B -> $3.93B). IAPD ↗
$3.93B RAUM · 84 reps · 617-563-7000
69
PAINTED PORCH ADVISORS LLC — reported RAUM up 59% ($234.5M -> $371.8M). IAPD ↗
$371.8M RAUM · 8 reps · 805-567-4288 · paintedporchadvisors.com
69
CATALYST PRIVATE WEALTH, LLC — reported RAUM up 58% ($194.7M -> $306.7M). IAPD ↗
$306.7M RAUM · 5 reps · 415-887-1430
69
DRIVEN INVESTMENTS LLC — reported RAUM up 73% ($63.2M -> $109.3M). IAPD ↗
$109.3M RAUM · 6 reps · 844-932-3272
69
GREY ROCK ASSET MANAGEMENT, LLC — reported RAUM up 59% ($262.5M -> $417.7M). IAPD ↗
$417.7M RAUM · 3 reps · 214-396-2850 · greyrockam.com
69
THEPARTNERS WEALTH MANAGEMENT — reported RAUM up 71% ($100.7M -> $172.5M). IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · centralcoastfm.com
69
FYRA CAPITAL MANAGEMENT — reported RAUM up 60% ($246.0M -> $393.5M). IAPD ↗
$393.5M RAUM · 6 reps · 636-573-1212 · heiseadvisorygroup.com
69
VALENCE8 — reported RAUM up 58% ($574.6M -> $909.5M). IAPD ↗
$909.5M RAUM · 4 reps · 508-281-9208
69
PACE FINANCIAL ADVISORS — reported RAUM up 57% ($191.1M -> $301.0M). IAPD ↗
$301.0M RAUM · 9 reps · 971-727-8434 · pace-fa.com
69
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC — reported RAUM up 73% ($102.1M -> $176.9M). IAPD ↗
$176.9M RAUM · 4 reps · 858-384-5700 · ipwadvisors.com
69
HOLISTIC PLANNING, LLC — reported RAUM up 58% ($251.8M -> $398.6M). IAPD ↗
$398.6M RAUM · 5 reps · (936) 800-0800
69
GREATER MIDWEST FINANCIAL GROUP, LLC — reported RAUM up 56% ($272.7M -> $424.5M). IAPD ↗
$424.5M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
69
ELEVATUS WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($220.5M -> $346.5M). IAPD ↗
$346.5M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com
69
SGL FINANCIAL, LLC — grew from 12 to 16 advisory reps. IAPD ↗
$214.0M RAUM · 16 reps · 888-245-2388
69
BANORTE ASSET MANAGEMENT, INC. — grew from 9 to 13 advisory reps. IAPD ↗
$217.6M RAUM · 13 reps · 713-980-4600
69
THEPARTNERS WEALTH MANAGEMENT — grew from 3 to 7 advisory reps. IAPD ↗
$172.5M RAUM · 7 reps · 800-324-3010 · centralcoastfm.com
69
FRUITFUL — grew from 6 to 10 advisory reps. IAPD ↗
$1.4M RAUM · 10 reps · (703) 997-2993 · fruitful.com
69
REVOLUT WEALTH INC. — grew from 2 to 6 advisory reps. IAPD ↗
$496,673 RAUM · 6 reps · 914-357-4577 · revolut.com
69
CUSO FINANCIAL SERVICES — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$4.66B RAUM · 571 reps · 800-686-4724
69
MONTAG — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$2.51B RAUM · 11 reps · 404-522-5774
69
FIDUCIENT ADVISORS LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$55.90B RAUM · 82 reps · 312-853-1000 · fiducientadvisors.com
69
ALTA CAPITAL MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.71B RAUM · 18 reps · 801-274-6010
69
ADVISORS CAPITAL MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$7.44B RAUM · 44 reps · 201-447-3400 · advisorscapital.com
69
DELEGATE ADVISORS, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.03B RAUM · 13 reps · 919-932-8400 · delegateadvisors.com
69
MONECO ADVISORS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.47B RAUM · 42 reps · 203-319-3550
69
CYNOSURE GROUP, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$4.86B RAUM · 35 reps · 801-521-3100 · cynosuregroup.com
69
LEGACY CAPITAL WEALTH PARTNERS, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$1.13B RAUM · 17 reps · 501-376-7878 · legacycapitalwp.com
69
NEW REPUBLIC PARTNERS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$2.29B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
69
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$2.87B RAUM · 6 reps · 650-838-1030
68
STIFEL INDEPENDENT ADVISORS, LLC — reported RAUM up 41% ($2.52B -> $3.56B). IAPD ↗
$3.56B RAUM · 127 reps · 314-342-4051 · wingsfinancialgroup.com
68
ORIENTAL FINANCIAL SERVICES LLC — reported RAUM up 50% ($188.8M -> $283.6M). IAPD ↗
$283.6M RAUM · 11 reps · 787-474-1993 · orientalbank.com
68
WEITZ INVESTMENT MANAGEMENT, INC. — reported RAUM up 43% ($3.60B -> $5.15B). IAPD ↗
$5.15B RAUM · 13 reps · 402-391-1980 · weitzinvestments.com
68
CHOATE INVESTMENT ADVISORS — reported RAUM up 43% ($5.25B -> $7.50B). IAPD ↗
$7.50B RAUM · 17 reps · 617-973-4900 · choateia.com
68
F L PUTNAM INVESTMENT MANAGEMENT CO. — reported RAUM up 43% ($4.30B -> $6.17B). IAPD ↗
$6.17B RAUM · 60 reps · 800-344-3435
68
HIGHLANDER CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($231.2M -> $351.8M). IAPD ↗
$351.8M RAUM · 8 reps · 973-718-3511 · highlandereport.com
68
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — reported RAUM up 40% ($782.62B -> $1098.81B). IAPD ↗
$1098.81B RAUM · 186 reps · 415-667-9200
68
ASSET CONSULTING GROUP, LLC — reported RAUM up 54% ($507.8M -> $782.2M). IAPD ↗
$782.2M RAUM · 29 reps · 314-862-4848 · guggenheimpartners.com
68
FAIRBANKS CAPITAL MANAGEMENT, INC. — reported RAUM up 53% ($223.8M -> $342.3M). IAPD ↗
$342.3M RAUM · 6 reps · (858) 759-0617 · qualitygrowth.com
68
CONTEXT CAPITAL MANAGEMENT LLC — reported RAUM up 45% ($1.78B -> $2.58B). IAPD ↗
$2.58B RAUM · 6 reps · 858-481-3666
68
SCF INVESTMENT ADVISORS, INC. — reported RAUM up 44% ($1.77B -> $2.55B). IAPD ↗
$2.55B RAUM · 135 reps · 800-955-2517
68
GREAT VALLEY ADVISOR GROUP, INC. — reported RAUM up 44% ($5.08B -> $7.34B). IAPD ↗
$7.34B RAUM · 154 reps · 302-483-7200 · dsb-rockisland.com
68
FREEDOM INVESTMENT MANAGEMENT, INC. — reported RAUM up 40% ($1.43B -> $2.01B). IAPD ↗
$2.01B RAUM · 10 reps · 860-291-1998
68
ORG PORTFOLIO MANAGEMENT LLC — reported RAUM up 43% ($4.02B -> $5.76B). IAPD ↗
$5.76B RAUM · 13 reps · 216-468-0055 · orgpm.com
68
PERIGON WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($4.83B -> $6.94B). IAPD ↗
$6.94B RAUM · 73 reps · (877) 977-2555
68
FIAM LLC — reported RAUM up 44% ($152.39B -> $219.22B). IAPD ↗
$219.22B RAUM · 118 reps · 617-563-7000
68
BUTTONWOOD FINANCIAL ADVISORS, INC. — reported RAUM up 52% ($203.2M -> $308.1M). IAPD ↗
$308.1M RAUM · 5 reps · 410-988-2391
68
LMCG INVESTMENTS, LLC — reported RAUM up 42% ($4.05B -> $5.76B). IAPD ↗
$5.76B RAUM · 14 reps · 617-380-5600
68
MARSHFIELD ASSOCIATES — reported RAUM up 44% ($4.44B -> $6.40B). IAPD ↗
$6.40B RAUM · 12 reps · 202-828-6200
68
MERIDIAN WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($2.07B -> $2.91B). IAPD ↗
$2.91B RAUM · 29 reps · 859-543-4516
68
CLEAR HARBOR ASSET MANAGEMENT, LLC — reported RAUM up 40% ($1.04B -> $1.46B). IAPD ↗
$1.46B RAUM · 14 reps · 212-867-7310
68
ASHTON THOMAS PRIVATE WEALTH — reported RAUM up 44% ($2.00B -> $2.89B). IAPD ↗
$2.89B RAUM · 47 reps · 602-732-4745
68
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — reported RAUM up 51% ($304.6M -> $459.8M). IAPD ↗
$459.8M RAUM · 19 reps · 785-823-7900 · ucmofkansas.com
68
SOLOMON API LLC — reported RAUM up 53% ($182.9M -> $280.0M). IAPD ↗
$280.0M RAUM · 3 reps · 321-888-2599 · solomonapi.com
68
SEQUENT PLANNING, LLC — reported RAUM up 50% ($248.2M -> $373.4M). IAPD ↗
$373.4M RAUM · 75 reps · 402-953-3544 · sequentplanning.com
68
SHUSTER ADVISORY GROUP, LLC — reported RAUM up 43% ($4.38B -> $6.28B). IAPD ↗
$6.28B RAUM · 7 reps · (626) 578-0816 · sfgrpc.com
68
ARENA CAPITAL ADVISORS — reported RAUM up 43% ($3.42B -> $4.91B). IAPD ↗
$4.91B RAUM · 9 reps · 310-806-6700
68
MONECO ADVISORS — reported RAUM up 43% ($1.03B -> $1.47B). IAPD ↗
$1.47B RAUM · 42 reps · 203-319-3550
68
REDWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($251.3M -> $381.0M). IAPD ↗
$381.0M RAUM · 4 reps · 888-552-1905 · redwoodwealth.com
68
PENSIONMARK FINANCIAL GROUP, LLC — reported RAUM up 42% ($26.62B -> $37.76B). IAPD ↗
$37.76B RAUM · 166 reps · 888-201-5488
68
URBAN INVESTMENT ADVISORS — reported RAUM up 41% ($1.74B -> $2.45B). IAPD ↗
$2.45B RAUM · 2 reps · 415-461-8600 · urbaninv.com
68
CERTIOR FINANCIAL GROUP, LLC — reported RAUM up 51% ($240.4M -> $363.9M). IAPD ↗
$363.9M RAUM · 7 reps · 610-783-7010 · certiorfinancial.com
68
CRESTWOOD ADVISORS — reported RAUM up 40% ($4.06B -> $5.69B). IAPD ↗
$5.69B RAUM · 46 reps · 617-523-8880 · crestwoodadvisors.com
68
1776 WEALTH LLC — reported RAUM up 53% ($235.3M -> $360.1M). IAPD ↗
$360.1M RAUM · 2 reps · 678-257-2730 · 1776wealth.com
68
TOWNSQUARE CAPITAL, LLC — reported RAUM up 40% ($6.25B -> $8.78B). IAPD ↗
$8.78B RAUM · 15 reps · 385-375-8650 · orion.com
68
INNOVIA WEALTH, LLC — reported RAUM up 45% ($1.41B -> $2.04B). IAPD ↗
$2.04B RAUM · 18 reps · 616-719-5007
68
ATOM INVESTORS LP — reported RAUM up 43% ($1.20B -> $1.72B). IAPD ↗
$1.72B RAUM · 7 reps · (737) 249-0292
68
WEALTHFD — reported RAUM up 66% ($19.6M -> $32.5M). IAPD ↗
$32.5M RAUM · 4 reps · 215-671-6660 · taxfd.com
68
CATALYST FINANCIAL PARTNERS — reported RAUM up 51% ($547.3M -> $827.3M). IAPD ↗
$827.3M RAUM · 8 reps · 617-239-8101
68
HUMANKIND INVESTMENTS — reported RAUM up 51% ($261.8M -> $396.1M). IAPD ↗
$396.1M RAUM · 5 reps · 646-838-4352
68
OAK CREST ADVISORY, LLC — reported RAUM up 67% ($31.0M -> $51.7M). IAPD ↗
$51.7M RAUM · 3 reps · 585-507-1681 · oakcrestadvisory.com
68
MARINER INDEPENDENT — reported RAUM up 42% ($3.06B -> $4.35B). IAPD ↗
$4.35B RAUM · 83 reps · 650-571-1934
68
SECFI ADVISORY LIMITED — reported RAUM up 68% ($92.8M -> $156.3M). IAPD ↗
$156.3M RAUM · 9 reps · (707) 652-9961
68
BR CAPITAL — reported RAUM up 51% ($231.6M -> $350.4M). IAPD ↗
$350.4M RAUM · 1 reps · 305-448-0014
68
NEW REPUBLIC PARTNERS — reported RAUM up 41% ($1.63B -> $2.29B). IAPD ↗
$2.29B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
68
FAIRWAY WEALTH MANAGEMENT LLC — reported RAUM up 42% ($1.65B -> $2.35B). IAPD ↗
$2.35B RAUM · 9 reps · 216-573-7200 · focusfinancialpartners.com
68
PARAGON PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 53% ($184.8M -> $283.0M). IAPD ↗
$283.0M RAUM · 3 reps · 859-300-3985 · paragonmgmt.com
68
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. — reported RAUM up 66% ($117.4M -> $195.0M). IAPD ↗
$195.0M RAUM · 2 reps · 585-473-3590 · brightonsecurities.com
68
RHO PRIME — reported RAUM up 54% ($182.0M -> $279.5M). IAPD ↗
$279.5M RAUM · 1 reps · (855)743-8746 · rho.co
68
TRACTION FINANCIAL PARTNERS — reported RAUM up 69% ($141.0M -> $238.5M). IAPD ↗
$238.5M RAUM · 8 reps · 307-672-9738 · tractionfp.com
68
PORTFOLIO DESIGN LABS, LLC — reported RAUM up 55% ($178.5M -> $276.2M). IAPD ↗
$276.2M RAUM · 1 reps · 310-755-0411
68
LUMIERE FINANCIAL GROUP LLC — reported RAUM up 67% ($26.9M -> $45.0M). IAPD ↗
$45.0M RAUM · 8 reps · (212) 516-5900 · lumierefg.com
68
CARAVELA ENERGY PARTNERS LP — reported RAUM up 54% ($225.8M -> $348.0M). IAPD ↗
$348.0M RAUM · 5 reps · (203) 493-1343
68
SAPIENT CAPITAL LLC — reported RAUM up 42% ($6.53B -> $9.28B). IAPD ↗
$9.28B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
68
DIVERSIFY ADVISORY SERVICES, LLC — reported RAUM up 43% ($2.01B -> $2.87B). IAPD ↗
$2.87B RAUM · 87 reps · 801-890.7577
68
LONGVIEW FINANCIAL ADVISORS, INC. — grew from 1 to 4 advisory reps. IAPD ↗
$180.5M RAUM · 4 reps · 256-534-1196 · longviewfa.com
68
GREYBULL PARTNERS LLC — grew from 5 to 8 advisory reps. IAPD ↗
$223.3M RAUM · 8 reps · 404-815-8772 · earnestpartners.com.cn
68
LD LOWE WEALTH ADVISORY — grew from 2 to 5 advisory reps. IAPD ↗
$109.8M RAUM · 5 reps · 972-335-2523 · ldloweplan.com
68
FMSA — grew from 9 to 12 advisory reps. IAPD ↗
$169.3M RAUM · 12 reps · 5612892602 · myfmsa.com
68
ACUTA CAPITAL PARTNERS, LLC — grew from 3 to 6 advisory reps. IAPD ↗
$244.2M RAUM · 6 reps · 650-486-0508 · acutacapital.com
68
DEL-SETTE CAPITAL MANAGEMENT, LLC — grew from 2 to 5 advisory reps. IAPD ↗
$151.8M RAUM · 5 reps · 518-793-3851
68
J. HAGAN CAPITAL, INC. — grew from 3 to 6 advisory reps. IAPD ↗
$185.6M RAUM · 6 reps · (502) 690-5635 · stormproofretirement.com
68
Q3 ADVISORS, LLC — grew from 4 to 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 9366892294
68
ELEVATE CAPITAL ADVISORS — grew from 3 to 6 advisory reps. IAPD ↗
$139.8M RAUM · 6 reps · 970-328-7526
68
BAJA WEALTH ADVISORS LLC — grew from 3 to 6 advisory reps. IAPD ↗
$72.6M RAUM · 6 reps · 212-850-4260 · bwa-mx.com
68
CROAK CAPITAL — grew from 4 to 7 advisory reps. IAPD ↗
$213.1M RAUM · 7 reps · 419-464-7000
68
SINECERA CAPITAL, LLC — grew from 3 to 6 advisory reps. IAPD ↗
$124.6M RAUM · 6 reps · 512-980-4600
68
NEXWEALTH LLC — grew from 1 to 4 advisory reps. IAPD ↗
$129.4M RAUM · 4 reps · 561-971-3939 · nexwealthllc.com
68
FAITH INVESTOR SERVICES — grew from 2 to 5 advisory reps. IAPD ↗
$110.3M RAUM · 5 reps · (214) 462-7244
68
INTEGRITY FINANCIAL ADVISORS, LLC — grew from 5 to 8 advisory reps. IAPD ↗
$103.6M RAUM · 8 reps · 978-338-4830 · integrityfa.com
68
365 WEALTH MANAGEMENT GROUP — grew from 3 to 6 advisory reps. IAPD ↗
$150.0M RAUM · 6 reps · 513-880-0002 · 365wmg.com
68
OPTIMIZE FINANCIAL INC. — grew from 2 to 5 advisory reps. IAPD ↗
$152.5M RAUM · 5 reps · 949-471-0000 · optimizefinancial.com
68
EARNED WEALTH — grew from 4 to 7 advisory reps. IAPD ↗
$106.6M RAUM · 7 reps · (914) 417-4556 · formefinancial.com
68
ASSET MANAGEMENT GROUP — grew from 2 to 5 advisory reps. IAPD ↗
$129.0M RAUM · 5 reps · 678-792-5855
68
AURELIUS FAMILY OFFICE, LLC — grew from 2 to 5 advisory reps. IAPD ↗
$237.3M RAUM · 5 reps · 603-413-6060 · aurelius.net
68
BROADSTREET GLOBAL ADVISORS, INC. — grew from 1 to 4 advisory reps. IAPD ↗
$102.7M RAUM · 4 reps · 914-427-8036 · broadstreetglobaladvisors.com
68
SLP WEALTH — grew from 13 to 16 advisory reps. IAPD ↗
$9.0M RAUM · 16 reps · (314) 301-8219 · slpwealth.com
68
ALTAR ROCK — grew from 2 to 5 advisory reps. IAPD ↗
$3.1M RAUM · 5 reps · 917 226 0565 · altarrockwealth.com
67
HARBOUR INVESTMENTS, INC. — reported RAUM up 37% ($4.47B -> $6.10B). IAPD ↗
$6.10B RAUM · 206 reps · 608-662-6100
67
THE INVESTMENT COUNSEL COMPANY — reported RAUM up 39% ($1.18B -> $1.64B). IAPD ↗
$1.64B RAUM · 8 reps · 702-871-8510 · iccnv.com
67
OFG FINANCIAL SERVICES, INC. — reported RAUM up 60% ($100.0M -> $160.0M). IAPD ↗
$160.0M RAUM · 30 reps · 785-233-4071 · ofgfinancial.com
67
SHELTON CAPITAL MANAGEMENT — reported RAUM up 38% ($3.47B -> $4.78B). IAPD ↗
$4.78B RAUM · 15 reps · 800-955-9988 · sheltoncap.wistia.com
67
CAPITAL MANAGEMENT ASSOCIATES INC — reported RAUM up 37% ($1.26B -> $1.72B). IAPD ↗
$1.72B RAUM · 17 reps · 952-893-1200 · first-advisors.com
67
FIDUCIENT ADVISORS LLC — reported RAUM up 40% ($40.02B -> $55.90B). IAPD ↗
$55.90B RAUM · 82 reps · 312-853-1000 · fiducientadvisors.com
67
NATIXIS ADVISORS, LLC — reported RAUM up 38% ($46.23B -> $63.77B). IAPD ↗
$63.77B RAUM · 75 reps · 617-449-2802
67
RUGGAARD & ASSOCIATES — reported RAUM up 48% ($210.5M -> $312.2M). IAPD ↗
$312.2M RAUM · 6 reps · (330) 487-5888 · ruggaard.net
67
FIDUCIARY ADVISORS, INC. — reported RAUM up 35% ($1.14B -> $1.54B). IAPD ↗
$1.54B RAUM · 2 reps · 314-726-5150 · fiduciaryadv.com
67
PRINCIPAL ASSET MANAGEMENT — reported RAUM up 35% ($279.11B -> $377.22B). IAPD ↗
$377.22B RAUM · 700 reps · 800-787-1621 · edgeassetmgt.com
67
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES — reported RAUM up 46% ($280.7M -> $409.7M). IAPD ↗
$409.7M RAUM · 3 reps · 626-397-9072 · robertbender.com
67
M.D. SASS, LLC — reported RAUM up 36% ($3.29B -> $4.48B). IAPD ↗
$4.48B RAUM · 10 reps · 212-730-2000 · mdsass.com
67
CAMBRIDGE FINANCIAL GROUP, INC. — reported RAUM up 46% ($176.6M -> $258.1M). IAPD ↗
$258.1M RAUM · 3 reps · 614-457-1530 · cfginc.net
67
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. — reported RAUM up 35% ($4.13B -> $5.59B). IAPD ↗
$5.59B RAUM · 4 reps · 561-241-9244 · alcott401kportal.com
67
MADRONA FINANCIAL & CPAS — reported RAUM up 46% ($268.8M -> $393.0M). IAPD ↗
$393.0M RAUM · 12 reps · 425-212-3777
67
SAX WEALTH ADVISORS, LLC — reported RAUM up 35% ($1.29B -> $1.74B). IAPD ↗
$1.74B RAUM · 15 reps · 973-859-2199
67
QUANTUM FINANCIAL SERVICES INC. — reported RAUM up 48% ($329.1M -> $486.4M). IAPD ↗
$486.4M RAUM · 2 reps · 317-845-1786 · quantumfinancialinc.com
67
APRIO WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($1.32B -> $1.84B). IAPD ↗
$1.84B RAUM · 23 reps · 404-892-9651 · wealth.aprio.com
67
TRADITION WEALTH MANAGEMENT LLC — reported RAUM up 39% ($1.09B -> $1.52B). IAPD ↗
$1.52B RAUM · 23 reps · 952-563-6500 · traditionwealthmanagement.com
67
SMART PORTFOLIOS, LLC — reported RAUM up 64% ($114.6M -> $187.9M). IAPD ↗
$187.9M RAUM · 4 reps · 206-686-3636 · smartportfolios.com
67
FLAGSHIP WEALTH ADVISORS, LLC. — reported RAUM up 46% ($288.7M -> $421.3M). IAPD ↗
$421.3M RAUM · 4 reps · 800-631-9997 · flagshipwealthadvisors.com
67
BAKERAVENUE — reported RAUM up 36% ($1.90B -> $2.59B). IAPD ↗
$2.59B RAUM · 24 reps · 415-986-1110
67
FIDUCIARYVEST, LLC — reported RAUM up 36% ($3.40B -> $4.64B). IAPD ↗
$4.64B RAUM · 8 reps · 404-446-1270 · fiduciaryvest.com
67
TECTONIC ADVISORS LLC — reported RAUM up 37% ($2.64B -> $3.60B). IAPD ↗
$3.60B RAUM · 5 reps · 713-250-4200
67
ROONEY CAPITAL MANAGEMENT, INC. — reported RAUM up 49% ($203.3M -> $303.8M). IAPD ↗
$303.8M RAUM · 1 reps · 651-470-4302
67
ADVOCACY WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($1.24B -> $1.72B). IAPD ↗
$1.72B RAUM · 21 reps · 800-633-2967 · advocacywealth.com
67
PURE FINANCIAL ADVISORS, LLC — reported RAUM up 37% ($4.60B -> $6.29B). IAPD ↗
$6.29B RAUM · 56 reps · 877-222-6044 · purefinancial.com
67
KINGSVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($3.58B -> $4.85B). IAPD ↗
$4.85B RAUM · 85 reps · 312-870-6701
67
KRILOGY — reported RAUM up 36% ($1.84B -> $2.51B). IAPD ↗
$2.51B RAUM · 49 reps · 314-884-2800 · krilogy.com
67
HOEY INVESTMENTS, INC. — reported RAUM up 48% ($288.6M -> $427.5M). IAPD ↗
$427.5M RAUM · 4 reps · 610-738-4280
67
TLWM FINANCIAL — reported RAUM up 45% ($333.3M -> $484.9M). IAPD ↗
$484.9M RAUM · 10 reps · 1-877-348-8822 · tlwmadvisor.com
67
THE INVESTMENT HOUSE LLC — reported RAUM up 37% ($1.18B -> $1.62B). IAPD ↗
$1.62B RAUM · 7 reps · 310-873-3021 · tihllc.com
67
KINGSBRIDGE WEALTH MANAGEMENT, INC. — reported RAUM up 47% ($308.3M -> $453.1M). IAPD ↗
$453.1M RAUM · 3 reps · 702-947-5160 · kingsbridgepwm.com
67
VERNAL POINT ADVISORS, LLC — reported RAUM up 36% ($1.17B -> $1.59B). IAPD ↗
$1.59B RAUM · 5 reps · 415-237-3530 · vernalpoint.com
67
X-SQUARE CAPITAL — reported RAUM up 48% ($286.9M -> $423.6M). IAPD ↗
$423.6M RAUM · 7 reps · 787-282-1621 · xsquarecapital.com
67
NORTHROCK PARTNERS, LLC — reported RAUM up 38% ($4.19B -> $5.80B). IAPD ↗
$5.80B RAUM · 39 reps · (612) 367-8800 · facebook.comhttps
67
LOGICA CAPITAL ADVISERS, LLC — reported RAUM up 47% ($217.7M -> $319.8M). IAPD ↗
$319.8M RAUM · 4 reps · 424-652-9500
67
MCADAM LLC — reported RAUM up 39% ($1.26B -> $1.74B). IAPD ↗
$1.74B RAUM · 156 reps · (888) 614-5323 · myadvisorteam.com
67
APELLA WEALTH — reported RAUM up 35% ($2.48B -> $3.35B). IAPD ↗
$3.35B RAUM · 40 reps · 860.785.2260
67
NOTE ADVISORS, LLC — reported RAUM up 47% ($198.9M -> $292.5M). IAPD ↗
$292.5M RAUM · 6 reps · (716) 256-1682
67
WEALTH WATCH ADVISORS, INC — reported RAUM up 49% ($234.2M -> $348.5M). IAPD ↗
$348.5M RAUM · 47 reps · 855-822-3708 · wealthwatchadvisors.com
67
EVERSPIRE — reported RAUM up 64% ($95.5M -> $156.2M). IAPD ↗
$156.2M RAUM · 15 reps · 801-545-8706
67
SANCTUARY ADVISORS, LLC — reported RAUM up 36% ($16.22B -> $22.02B). IAPD ↗
$22.02B RAUM · 309 reps · 317-975-7729
67
FLOWER CITY CAPITAL LLC — reported RAUM up 46% ($185.4M -> $270.8M). IAPD ↗
$270.8M RAUM · 2 reps · 585-236-8501
67
CURRAN FINANCIAL PARTNERS, LLC — reported RAUM up 48% ($319.1M -> $472.7M). IAPD ↗
$472.7M RAUM · 10 reps · (843) 300-1182
67
RED TORTOISE — reported RAUM up 45% ($246.1M -> $357.5M). IAPD ↗
$357.5M RAUM · 4 reps · (833) 666-1200
67
INSIGNEO ADVISORY SERVICES, LLC — reported RAUM up 40% ($2.20B -> $3.07B). IAPD ↗
$3.07B RAUM · 168 reps · 305.373.9000 · insigneo.com
67
HAYDEN CAPITAL — reported RAUM up 64% ($25.1M -> $41.2M). IAPD ↗
$41.2M RAUM · 1 reps · 5133043313 · haydencapital.com
67
FOSTER VICTOR WEALTH ADVISORS — reported RAUM up 36% ($1.24B -> $1.69B). IAPD ↗
$1.69B RAUM · 19 reps · (864) 720-2000 · fostervictor.com
67
GQG PARTNERS — reported RAUM up 37% ($88.03B -> $120.57B). IAPD ↗
$120.57B RAUM · 24 reps · 754-218-5500 · gqg.com
67
ONEASCENT INVESTMENT SOLUTIONS, LLC — reported RAUM up 46% ($313.6M -> $457.2M). IAPD ↗
$457.2M RAUM · 8 reps · 2053139142
67
JACKSON HOLE CAPITAL PARTNERS, LLC — reported RAUM up 45% ($593.6M -> $862.1M). IAPD ↗
$862.1M RAUM · 4 reps · 918-879-4698 · jacksonholepartners.com
67
CBIZ INVESTMENT ADVISORY SERVICES, LLC — reported RAUM up 37% ($6.45B -> $8.86B). IAPD ↗
$8.86B RAUM · 86 reps · 216-447-9000
67
O'KEEFE STEVENS ADVISORY, INC. — reported RAUM up 50% ($215.8M -> $323.1M). IAPD ↗
$323.1M RAUM · 3 reps · 585-340-6538 · okeefestevens.com
67
L SQUARED CAPITAL PARTNERS — reported RAUM up 39% ($1.01B -> $1.40B). IAPD ↗
$1.40B RAUM · 14 reps · 949-398-0168 · lsquaredcap.com
67
LEEWARD FINANCIAL PARTNERS, LLC — reported RAUM up 47% ($183.1M -> $269.9M). IAPD ↗
$269.9M RAUM · 3 reps · (206) 718-6644 · leewardfp.com
67
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — reported RAUM up 62% ($113.1M -> $183.2M). IAPD ↗
$183.2M RAUM · 32 reps · 1-407-362-7753
67
FIRSTMETRIC — reported RAUM up 48% ($187.9M -> $278.5M). IAPD ↗
$278.5M RAUM · 1 reps · 248-817-8919
67
SALOMON AND LUDWIN — reported RAUM up 40% ($1.22B -> $1.71B). IAPD ↗
$1.71B RAUM · 7 reps · 804-592-4999
67
COMPOUND FAMILY OFFICES, LLC — reported RAUM up 47% ($314.6M -> $463.7M). IAPD ↗
$463.7M RAUM · 5 reps · (941) 556-9294 · compoundfamilyoffices.com
67
TSCHETTER GROUP — reported RAUM up 36% ($1.34B -> $1.81B). IAPD ↗
$1.81B RAUM · 11 reps · 425-998-9960 · tschettergroup.com
67
BT FAMILY OFFICE, LLC — reported RAUM up 37% ($1.97B -> $2.70B). IAPD ↗
$2.70B RAUM · 4 reps · 404-341-5800
67
CYNDEO WEALTH PARTNERS — reported RAUM up 37% ($1.46B -> $2.00B). IAPD ↗
$2.00B RAUM · 10 reps · (727) 472-3700
67
EWA, LLC — reported RAUM up 48% ($276.6M -> $408.1M). IAPD ↗
$408.1M RAUM · 5 reps · (412) 288-2363
67
TACTIVE ADVISORS, LLC — reported RAUM up 47% ($275.1M -> $405.8M). IAPD ↗
$405.8M RAUM · 1 reps · 855-282-2848 · pcliftonfinancial.com
67
PREPARED RETIREMENT INSTITUTE LLC — reported RAUM up 47% ($190.9M -> $281.0M). IAPD ↗
$281.0M RAUM · 2 reps · 215-997-5700 · preparedretirementinstitute.com
67
CORDOBA ADVISORY PARTNERS LLC — reported RAUM up 38% ($1.10B -> $1.52B). IAPD ↗
$1.52B RAUM · 6 reps · (917) 746-4806 · cordobapartners.co
67
LOGAN STONE — reported RAUM up 49% ($540.8M -> $805.4M). IAPD ↗
$805.4M RAUM · 3 reps · 312-858-1670 · loganstonecap.com
67
RETIREMENT PLANNING SOLUTIONS, LLC — reported RAUM up 46% ($194.8M -> $285.4M). IAPD ↗
$285.4M RAUM · 11 reps · 502-499-5668
67
ELEVATION ADVISORY PARTNERS LLC — reported RAUM up 65% ($104.1M -> $171.8M). IAPD ↗
$171.8M RAUM · 4 reps · 407-567-1901
67
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. — reported RAUM up 49% ($304.9M -> $454.3M). IAPD ↗
$454.3M RAUM · 14 reps · 810-744-4450
67
IMPERIAL CAPITAL PARTNERS — reported RAUM up 38% ($3.87B -> $5.35B). IAPD ↗
$5.35B RAUM · 3 reps · (786) 673-0709 · imperialfund.com
67
TERRA WEALTH — reported RAUM up 49% ($167.4M -> $250.1M). IAPD ↗
$250.1M RAUM · 52 reps · 855-708-3772
67
PROLIFIC SOLUTIONS — reported RAUM up 61% ($40.6M -> $65.5M). IAPD ↗
$65.5M RAUM · 2 reps · (646) 612-7995
67
MODERN WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($1.54B -> $2.07B). IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000
67
STENGER FAMILY OFFICE, LLC — reported RAUM up 50% ($181.2M -> $271.0M). IAPD ↗
$271.0M RAUM · 5 reps · 630-912-8295 · stengerfamilyoffice.com
67
EAGLE WEALTH MANAGEMENT GROUP INC. — reported RAUM up 45% ($214.0M -> $310.7M). IAPD ↗
$310.7M RAUM · 4 reps · 661-257-9800 · eagleretirementplans.com
67
PETTEE INVESTORS INC — grew from 3 to 5 advisory reps. IAPD ↗
$232.3M RAUM · 5 reps · 203 9578880
67
DONALD W. NICHOLSON & ASSOCIATES LTD — grew from 2 to 4 advisory reps. IAPD ↗
$178.3M RAUM · 4 reps · 302-529-1500 · nicholson-associates.com
67
PKS INVESTMENT ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
$174.6M RAUM · 7 reps · 410-546-5600
67
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. — grew from 4 to 6 advisory reps. IAPD ↗
$172.5M RAUM · 6 reps · 504-831-4636 · yourfinancialcoaches.com
67
SAGE FINANCIAL ADVISORS INC. — grew from 3 to 5 advisory reps. IAPD ↗
$190.2M RAUM · 5 reps · 480-305-8060
67
SMITH ASSET MANAGEMENT CO., LLC — grew from 2 to 4 advisory reps. IAPD ↗
$233.7M RAUM · 4 reps · 352-493-7700
67
DRAWBRIDGE CAPITAL — grew from 7 to 9 advisory reps. IAPD ↗
$162.3M RAUM · 9 reps · 918-493-4190 · drawbridge.capital
67
FINANCIAL FUTURES — grew from 2 to 4 advisory reps. IAPD ↗
$182.4M RAUM · 4 reps · 732-722-7289 · financial-futures-llc.com
67
TURNER FINANCIAL GROUP, INC. — grew from 2 to 4 advisory reps. IAPD ↗
$115.7M RAUM · 4 reps · 850-995-1797 · turnerfg.com
67
BRADESCO GLOBAL ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
$185.2M RAUM · 8 reps · 305-523-6536 · bradescoinvest.us
67
ATS WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
$235.6M RAUM · 5 reps · 858-643-5757 · atswealthmanagement.com
67
PROVIDENCE FINANCIAL AND INSURANCES, INC. — grew from 3 to 5 advisory reps. IAPD ↗
$153.4M RAUM · 5 reps · 818-887-6443 · providencefinancialradio.com
67
GUARDIAN WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$249.2M RAUM · 5 reps · 952-746-3211
67
MARMO FINANCIAL GROUP, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$226.0M RAUM · 4 reps · 423-282-0514 · marmofinancial.com
67
16TH AMENDMENT ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
$228.8M RAUM · 6 reps · 212-332-1600 · 16thadvisors.com
67
VERISAIL PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$227.8M RAUM · 5 reps · 404-220-7662
67
CLARITY WEALTH DEVELOPMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$140.6M RAUM · 5 reps · 541-753-1898
67
FISCHER INVESTMENT STRATEGIES, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$170.8M RAUM · 5 reps · 805-418-7686 · fisfp.com
67
TILIA FIDUCIARY PARTNERS, INC. — grew from 2 to 4 advisory reps. IAPD ↗
$173.0M RAUM · 4 reps · 910-679-4093 · tiliapartners.com
67
SEVERIN INVESTMENTS LLC — grew from 4 to 6 advisory reps. IAPD ↗
$112.7M RAUM · 6 reps · 314-983-2707
67
LUKEN INVESTMENT ANALYTICS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$200.9M RAUM · 5 reps · (615) 550-5570 · lukeninvestmentanalytics.com
67
ATLANTIS WEALTH ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
$141.4M RAUM · 6 reps · 419-794-0538 · camelotportfolios.com
67
LEFT BRAIN WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$243.4M RAUM · 6 reps · 630-517-9300
67
WEALTHBUILDERS INVESTMENTS — grew from 3 to 5 advisory reps. IAPD ↗
$121.7M RAUM · 5 reps · 972-719-2557 · investmentmastery.store
67
TRADEMARK CAPITAL MANAGEMENT INC. — grew from 2 to 4 advisory reps. IAPD ↗
$209.4M RAUM · 4 reps · 706-534-2351 · trademarkcapital.com
67
CULTIVATING WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
$131.2M RAUM · 5 reps · (646) 693-7451 · napfa.org
67
SMITH & WYATT — grew from 4 to 6 advisory reps. IAPD ↗
$119.8M RAUM · 6 reps · 979-431-5440
67
JOURNEY BEYOND WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
$163.8M RAUM · 5 reps · 678-331-7900
67
LYTLE INVESTMENTS — grew from 4 to 6 advisory reps. IAPD ↗
$67.4M RAUM · 6 reps · 716-773-6626 · lytleinvestments.com
67
PROXY WEALTH ADVISORS LLC — grew from 9 to 11 advisory reps. IAPD ↗
$132.8M RAUM · 11 reps · 646-289-5075 · proxywealth.com
67
WEALTHFD — grew from 2 to 4 advisory reps. IAPD ↗
$32.5M RAUM · 4 reps · 215-671-6660 · taxfd.com
67
IFB WEALTH MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
$108.9M RAUM · 7 reps · 305-329-1520 · ifbwealth.com
67
EAGLEBROOK ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
$211.1M RAUM · 4 reps · 786-807-7374
67
ABUNDO WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 612-502-5806
67
MSP WEALTH MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$170.0M RAUM · 7 reps · 541-884-4164 · mspwealth.com
67
CARDEA CAPITAL ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$78.3M RAUM · 5 reps · 770-977-7779
67
DRIVEN INVESTMENTS LLC — grew from 4 to 6 advisory reps. IAPD ↗
$109.3M RAUM · 6 reps · 844-932-3272
67
ELEVATION ADVISORY PARTNERS LLC — grew from 2 to 4 advisory reps. IAPD ↗
$171.8M RAUM · 4 reps · 407-567-1901
67
ROOTED WEALTH ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
$223.0M RAUM · 6 reps · 815-918-4727 · playbook4retirement.com
67
TRACTION FINANCIAL PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗
$238.5M RAUM · 8 reps · 307-672-9738 · tractionfp.com
67
FAMILY WEALTH PARTNERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$210.4M RAUM · 7 reps · (704) 321-0152 · fwpnc.com
67
FUNDIFY ADVISORS LLC — grew from 1 to 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 512-588-2552 · fundify.com
67
LUMIERE FINANCIAL GROUP LLC — grew from 6 to 8 advisory reps. IAPD ↗
$45.0M RAUM · 8 reps · (212) 516-5900 · lumierefg.com
67
ANCORATO — grew from 4 to 6 advisory reps. IAPD ↗
$170.6M RAUM · 6 reps · 208-955-0500 · legacy-is.com
67
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
$176.9M RAUM · 4 reps · 858-384-5700 · ipwadvisors.com
67
OCHO INVESTMENT ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$16.5M RAUM · 3 reps · 2014720612 · carrymoney.com
67
PETROS FAMILY WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$231.4M RAUM · 6 reps · (612) 643-9995 · petrosfw.com
67
DOUBLE DUTY MONEY MANAGEMENT LLC — grew from 1 to 3 advisory reps. IAPD ↗
$34.1M RAUM · 3 reps · (212) 408-1754
67
EXPRESSIVE WEALTH LLC — grew from 1 to 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 847-595-8812 · expressivewealth.com
67
MILLENNIUM CAPITAL ADVISORS, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$180.6M RAUM · 2 reps · 501-975-0256 · mca-ar.com
67
DIESSLIN GROUP, INC. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$623.0M RAUM · 5 reps · 817-332-6122 · diesslin.com
67
NTV ASSET MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$822.3M RAUM · 5 reps · 304-353-9090 · ntvam.com
67
LGT FINANCIAL ADVISORS LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$302.1M RAUM · 5 reps · 214-871-7500 · lgt-fa.com
67
CONSOLIDATED PORTFOLIO REVIEW CORP — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$905.6M RAUM · 28 reps · 631-845-5100 · 3dwealthadvisory.com
67
STERLING INVESTMENT MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$371.2M RAUM · 4 reps · 520-293-3311
67
STILES FINANCIAL SERVICES, INC. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$369.3M RAUM · 5 reps · 952-988-0452 · stilesfinancial.com
67
BARNES WEALTH MANAGEMENT GROUP — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$336.8M RAUM · 7 reps · 661-322-9799 · barneswealth.com
67
MRP CAPITAL INVESTMENTS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$172.9M RAUM · 3 reps · 404-274-7851
67
CLIENT 1ST ADVISORY GROUP — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$348.6M RAUM · 5 reps · 727-450-2301
67
FUSE PARTNERS, LLC — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$903.2M RAUM · 36 reps · 972-361-1001
67
CONSTANT GUIDANCE FINANCIAL, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$128.1M RAUM · 1 reps · 508-207-8049
67
OAK HARVEST INVESTMENT SERVICES — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$728.8M RAUM · 22 reps · 281-822-1350 · thegogosisterhood.com
67
MULHOLLAND WEALTH ADVISORS, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$430.5M RAUM · 6 reps · 3102728185 · mulhollandwa.com
67
LEBENTHAL GLOBAL ADVISORS, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$713.5M RAUM · 21 reps · 516-785-1800
67
CROSS FINANCIAL ADVISORS — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$346.3M RAUM · 15 reps · (503) 430-0563 · crossfinancialmgmt.com
67
NRG WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$171.4M RAUM · 4 reps · (520) 818-7822 · navigationretirement.com
67
THE SUM — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$305.6M RAUM · 5 reps · 281-940-4859 · thesumplanning.com
67
BLUE INVESTMENT PARTNERS LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$259.7M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
67
SHORE MORGAN YOUNG WEALTH STRATEGIES — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$615.0M RAUM · 10 reps · (614) 888-2117 · shoremorganyoung.com
67
PHILLIP B. WHITE CO., INC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$244.4M RAUM · 2 reps · 925-736-2108 · pbwhite.com
67
GREEN RIDGE WEALTH PLANNING LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$240.9M RAUM · 4 reps · 973-554-1770
67
PRESIDIO CAPITAL MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$288.1M RAUM · 5 reps · 858-461-4959
67
PROATHLETE WEALTH MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$233.3M RAUM · 4 reps · 561-988-5540 · pawm.com
67
ADVISOR.COM — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$58.2M RAUM · 1 reps · 888-868-1944 · advisor.com
67
CONSCIOUS WEALTH INVESTMENTS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$192.7M RAUM · 2 reps · (305) 876-6903
67
BEST LIFE INFINITY, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$30.0M RAUM · 6 reps · 719-966-1985
67
TFB ADVISORS, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$720.7M RAUM · 23 reps · 913-648-5526 · taxfavoredbenefits.com
67
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$110.4M RAUM · 1 reps · 714-455-2955 · stewardshipwms.com
67
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$124.0M RAUM · 4 reps · 919-851-5512 · hicks-associates.com
67
MOORE WEALTH — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$140.0M RAUM · 5 reps · (301) 631-1207 · moorewealthinc.com
67
TWIN PEAKS WEALTH ADVISORS — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$318.5M RAUM · 7 reps · (650) 200-0308 · twinpwa.com
67
SECOND LINE CAPITAL, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$402.1M RAUM · 14 reps · 504-321-0923
67
GILLILAND JETER WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$454.5M RAUM · 3 reps · 501-902-4951 · gillilandjeter.com
67
BULL HARBOR CAPITAL LLC. — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$173.9M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
67
WISER ADVISOR GROUP — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$117.7M RAUM · 2 reps · 480-500-9055 · wiser-advisor.com
67
VALMAR STRATEGIC WEALTH LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$37.1M RAUM · 2 reps · 215-809-2011 · valmarwealth.com
66
LESKO SECURITIES, INC. — reported RAUM up 43% ($331.5M -> $474.0M). IAPD ↗
$474.0M RAUM · 12 reps · 607-724-2421
66
GOELZER INVESTMENT MANAGEMENT — reported RAUM up 34% ($2.36B -> $3.16B). IAPD ↗
$3.16B RAUM · 36 reps · 317-264-2600 · goelzerinc.com
66
HANTZ FINANCIAL SERVICES, INC. — reported RAUM up 30% ($4.90B -> $6.39B). IAPD ↗
$6.39B RAUM · 277 reps · 248-304-2855 · hantzgroup.com
66
SILVER OAK SECURITIES, INC. — reported RAUM up 34% ($1.09B -> $1.46B). IAPD ↗
$1.46B RAUM · 105 reps · 731-668-3825
66
AVANTAX ADVISORY SERVICES — reported RAUM up 35% ($30.97B -> $41.70B). IAPD ↗
$41.70B RAUM · 2478 reps · 972-870-6000
66
ZERMATT WEALTH PARTNERS — reported RAUM up 59% ($94.1M -> $150.0M). IAPD ↗
$150.0M RAUM · 5 reps · 619-491-0225
66
BEARD INVESTMENT SERVICES, INC. — reported RAUM up 40% ($324.7M -> $455.5M). IAPD ↗
$455.5M RAUM · 5 reps · 330-758-0575 · beardpension.com
66
DEL MONTE GROUP, LLC — reported RAUM up 40% ($219.0M -> $307.6M). IAPD ↗
$307.6M RAUM · 2 reps · 925-736-6410
66
CLARFELD — reported RAUM up 34% ($7.11B -> $9.52B). IAPD ↗
$9.52B RAUM · 160 reps · 914-846-0100 · citizensbank.com
66
PDS PLANNING INC — reported RAUM up 33% ($1.05B -> $1.39B). IAPD ↗
$1.39B RAUM · 11 reps · 614-481-8449 · pdsplanning.com
66
WINSLOW CAPITAL MANAGEMENT LLC — reported RAUM up 35% ($17.37B -> $23.42B). IAPD ↗
$23.42B RAUM · 20 reps · 612-376-9100 · winslowcapital.com
66
EVERHART ADVISORS — reported RAUM up 33% ($1.08B -> $1.45B). IAPD ↗
$1.45B RAUM · 22 reps · 614-717-9705
66
KENSINGTON INVESTMENT COUNSEL — reported RAUM up 44% ($174.3M -> $250.3M). IAPD ↗
$250.3M RAUM · 4 reps · 562-983-6677 · kensingtonic.com
66
LOMBARD ADVISERS INCORPORATED — reported RAUM up 42% ($257.7M -> $366.4M). IAPD ↗
$366.4M RAUM · 33 reps · 410-342-1300 · golombard.com
66
BRIGHTON JONES LLC — reported RAUM up 32% ($9.46B -> $12.49B). IAPD ↗
$12.49B RAUM · 149 reps · 206-258-5000
66
BRAVE WARRIOR ADVISORS, LLC — reported RAUM up 33% ($3.93B -> $5.24B). IAPD ↗
$5.24B RAUM · 3 reps · 212-421-9760
66
MARSICO CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($2.43B -> $3.25B). IAPD ↗
$3.25B RAUM · 8 reps · 303-454-5600 · marsicocapital.com
66
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — reported RAUM up 33% ($5.03B -> $6.67B). IAPD ↗
$6.67B RAUM · 13 reps · 617-235-7100
66
SHAYNE & JACOBS, LLC — reported RAUM up 45% ($334.3M -> $483.0M). IAPD ↗
$483.0M RAUM · 3 reps · 615/250-1600 · shayneandjacobs.com
66
HALTER FERGUSON FINANCIAL INC — reported RAUM up 42% ($266.7M -> $378.2M). IAPD ↗
$378.2M RAUM · 8 reps · 317-875-0202
66
EP WEALTH ADVISORS — reported RAUM up 31% ($17.06B -> $22.32B). IAPD ↗
$22.32B RAUM · 195 reps · 310-543-4559 · epwealth.com
66
DOCK STREET ASSET MANAGEMENT INC — reported RAUM up 42% ($514.6M -> $732.9M). IAPD ↗
$732.9M RAUM · 4 reps · 203-532-9470 · dockstreet.com
66
CHOREO, LLC — reported RAUM up 32% ($12.19B -> $16.03B). IAPD ↗
$16.03B RAUM · 129 reps · 312-702-1680
66
CAIN, WATTERS & ASSOCIATES, LLC — reported RAUM up 33% ($2.66B -> $3.54B). IAPD ↗
$3.54B RAUM · 63 reps · 972-233-3323
66
ADVISORS CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($5.60B -> $7.44B). IAPD ↗
$7.44B RAUM · 44 reps · 201-447-3400 · advisorscapital.com
66
MWA FINANCIAL SERVICES, INC. — reported RAUM up 59% ($135.6M -> $216.1M). IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
66
RENAUD & COMPANY, LLC — reported RAUM up 56% ($91.5M -> $143.1M). IAPD ↗
$143.1M RAUM · 1 reps · 636-240-5055 · renaudandcompany.com
66
BEACON POINTE ADVISORS, LLC — reported RAUM up 35% ($23.25B -> $31.28B). IAPD ↗
$31.28B RAUM · 296 reps · 949-718-1600
66
RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 34% ($1.10B -> $1.47B). IAPD ↗
$1.47B RAUM · 42 reps · 312-701-1100 · retirementplanadvisors.com
66
WESTWOOD GLOBAL INVESTMENTS — reported RAUM up 30% ($9.39B -> $12.23B). IAPD ↗
$12.23B RAUM · 20 reps · 617-428-4040 · westwoodglobal.com
66
MERCURY INVESTMENT GROUP — reported RAUM up 56% ($115.2M -> $179.6M). IAPD ↗
$179.6M RAUM · 5 reps · 901-327-2788 · merc-invest.com
66
IFC PERSONAL MONEY MANAGERS, INC. — reported RAUM up 42% ($278.0M -> $395.2M). IAPD ↗
$395.2M RAUM · 1 reps · 212-721-8713 · objectiveadvice.com
66
SUSTAINABLE GROWTH ADVISERS, LP — reported RAUM up 30% ($18.41B -> $23.95B). IAPD ↗
$23.95B RAUM · 16 reps · 203-348-4742
66
NVEST FINANCIAL, LLC — reported RAUM up 42% ($268.4M -> $379.8M). IAPD ↗
$379.8M RAUM · 7 reps · 207-985-8585 · nvest.net
66
EXENCIAL WEALTH ADVISORS — reported RAUM up 33% ($3.77B -> $5.02B). IAPD ↗
$5.02B RAUM · 57 reps · 405-478-1971
66
WESTWOOD WEALTH MANAGEMENT — reported RAUM up 42% ($306.1M -> $433.3M). IAPD ↗
$433.3M RAUM · 25 reps · 2147566900
66
NESTEGGS, INC. — reported RAUM up 42% ($339.9M -> $484.2M). IAPD ↗
$484.2M RAUM · 7 reps · 904-348-3131 · nesteggs401k.com
66
UNITED CAPITAL FINANCIAL ADVISORS — reported RAUM up 34% ($13.18B -> $17.69B). IAPD ↗
$17.69B RAUM · 147 reps · 972-822-2055 · yourmoneymind.finlife.com
66
KEY INVESTMENT SERVICES LLC — reported RAUM up 30% ($3.22B -> $4.19B). IAPD ↗
$4.19B RAUM · 350 reps · (888) 547-2968 · key.com
66
SPROTT ASSET MANAGEMENT USA INC. — reported RAUM up 32% ($3.48B -> $4.60B). IAPD ↗
$4.60B RAUM · 30 reps · 203-656-2400 · sprottusa.com
66
AXIOM INVESTMENT MANAGEMENT LLC — reported RAUM up 57% ($136.4M -> $213.7M). IAPD ↗
$213.7M RAUM · 4 reps · 212-521-3800
66
MERIT FINANCIAL ADVISORS — reported RAUM up 31% ($5.52B -> $7.25B). IAPD ↗
$7.25B RAUM · 117 reps · 678-867-7050 · meritfa.com
66
WINTHROP CAPITAL MANAGEMENT — reported RAUM up 34% ($2.83B -> $3.80B). IAPD ↗
$3.80B RAUM · 8 reps · 317-663-7500 · winthropcm.com
66
SENDERO WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($3.93B -> $5.22B). IAPD ↗
$5.22B RAUM · 14 reps · 210-805-0171 · sendero.com
66
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. — reported RAUM up 32% ($13.32B -> $17.56B). IAPD ↗
$17.56B RAUM · 18 reps · (617) 428-7100
66
NORTHSTAR FINANCIAL ADVISORS LLC — reported RAUM up 59% ($28.4M -> $45.2M). IAPD ↗
$45.2M RAUM · 1 reps · (516)991-8348
66
SEELAUS ASSET MANAGEMENT, LLC — reported RAUM up 34% ($1.07B -> $1.43B). IAPD ↗
$1.43B RAUM · 16 reps · (212) 935-0755 · rseelaus.com
66
CARNEGIE INVESTMENT COUNSEL — reported RAUM up 30% ($3.47B -> $4.52B). IAPD ↗
$4.52B RAUM · 36 reps · 216-367-4114
66
SENTRY, LLC — reported RAUM up 31% ($1.81B -> $2.38B). IAPD ↗
$2.38B RAUM · 2 reps · 901-820-0515 · sentryllc.com
66
CAHABA WEALTH MANAGEMENT, INC. — reported RAUM up 33% ($1.13B -> $1.50B). IAPD ↗
$1.50B RAUM · 12 reps · 404-549-7678
66
NEWSQUARE CAPITAL, LLC — reported RAUM up 31% ($1.19B -> $1.56B). IAPD ↗
$1.56B RAUM · 5 reps · 610-325-6117 · newsquarecapital.com
66
EMPIRICAL WEALTH MANAGEMENT — reported RAUM up 32% ($4.18B -> $5.53B). IAPD ↗
$5.53B RAUM · 59 reps · 206-923-3474
66
LOYOLA ASSET MANAGEMENT LLC — reported RAUM up 58% ($129.0M -> $203.8M). IAPD ↗
$203.8M RAUM · 2 reps · 305-377-1941 · loyola-asset.com
66
TWO WEST CAPITAL ADVISORS LLC — reported RAUM up 31% ($2.11B -> $2.76B). IAPD ↗
$2.76B RAUM · 14 reps · 913-825-1722
66
CWM, LLC — reported RAUM up 34% ($19.94B -> $26.77B). IAPD ↗
$26.77B RAUM · 354 reps · 402-330-0808
66
FOUNTAINHEAD ADVISORS — reported RAUM up 42% ($506.5M -> $721.6M). IAPD ↗
$721.6M RAUM · 13 reps · 732-346-1900
66
PROSPERITY CAPITAL ADVISORS — reported RAUM up 31% ($1.71B -> $2.25B). IAPD ↗
$2.25B RAUM · 104 reps · 888-240-0064
66
ALPHA SOLUTIONS INVESTMENT ADVISORS — reported RAUM up 56% ($110.2M -> $172.4M). IAPD ↗
$172.4M RAUM · 3 reps · 415-882-7088
66
SUMMIT GLOBAL INVESTMENTS, LLC — reported RAUM up 32% ($1.54B -> $2.03B). IAPD ↗
$2.03B RAUM · 15 reps · 888-251-4847 · sgiam.com
66
PERINI CAPITAL — reported RAUM up 57% ($102.5M -> $161.0M). IAPD ↗
$161.0M RAUM · 5 reps · 575-725-1978
66
SIGFIG WEALTH MANAGEMENT LLC — reported RAUM up 33% ($2.10B -> $2.80B). IAPD ↗
$2.80B RAUM · 7 reps · 855-974-4344
66
GIMBAL FINANCIAL, LLC — reported RAUM up 55% ($135.0M -> $209.7M). IAPD ↗
$209.7M RAUM · 3 reps · 317-578-1600 · gimbalfinancial.com
66
ATLANTIS ASSET MANAGEMENT, LLC — reported RAUM up 56% ($16.0M -> $25.0M). IAPD ↗
$25.0M RAUM · 2 reps · 212-945-8501 · atlantisasset.com
66
EFINANCIAL ALLIANCE, LLC — reported RAUM up 59% ($123.0M -> $196.0M). IAPD ↗
$196.0M RAUM · 3 reps · 615-224-8534 · efinancialalliance.com
66
STEELPEAK WEALTH, LLC — reported RAUM up 34% ($1.89B -> $2.54B). IAPD ↗
$2.54B RAUM · 28 reps · (818) 835-8720 · steelpeak.com
66
TRUNORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 41% ($294.6M -> $415.3M). IAPD ↗
$415.3M RAUM · 4 reps · 8774690446 · trunorthcapital.com
66
STRATEGIC WEALTH INVESTMENT GROUP, LLC — reported RAUM up 43% ($627.8M -> $900.8M). IAPD ↗
$900.8M RAUM · 27 reps · 502-412-3354
66
ACORNS — reported RAUM up 30% ($6.30B -> $8.21B). IAPD ↗
$8.21B RAUM · 18 reps · 855-739-2859
66
BISON WEALTH, LLC — reported RAUM up 32% ($1.22B -> $1.61B). IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
66
HOOD RIVER CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($2.78B -> $3.70B). IAPD ↗
$3.70B RAUM · 17 reps · 561-484-5699
66
INFRASTRUCTURE CAPITAL ADVISORS, LLC — reported RAUM up 34% ($1.28B -> $1.72B). IAPD ↗
$1.72B RAUM · 5 reps · 212-763-8335 · infracappffr.com
66
FORMIDABLE ASSET MANAGEMENT, LLC — reported RAUM up 40% ($632.0M -> $886.8M). IAPD ↗
$886.8M RAUM · 12 reps · 513-655-5566 · formidableam.com
66
MUTUAL ADVISORS, LLC — reported RAUM up 31% ($5.31B -> $6.95B). IAPD ↗
$6.95B RAUM · 132 reps · 307-439-6357
66
SOFI WEALTH LLC — reported RAUM up 41% ($671.3M -> $943.5M). IAPD ↗
$943.5M RAUM · 10 reps · 855-525-7634
66
OCEANIQ CAPITAL, LLC — reported RAUM up 58% ($114.8M -> $181.3M). IAPD ↗
$181.3M RAUM · 2 reps · (415) 432-7580 · oceaniqcapital.com
66
PRIVATE ADVISORY GROUP LLC — reported RAUM up 40% ($642.2M -> $900.5M). IAPD ↗
$900.5M RAUM · 6 reps · 425-498-2320 · privateadvisory.com
66
JOHNSON BRUNETTI — reported RAUM up 34% ($1.18B -> $1.58B). IAPD ↗
$1.58B RAUM · 31 reps · 860-372-4800 · retire.johnsonbrunetti.com
66
THE PATRIOT FINANCIAL GROUP, LLC — reported RAUM up 30% ($1.63B -> $2.12B). IAPD ↗
$2.12B RAUM · 51 reps · 508-251-6100
66
L2 ASSET MANAGEMENT, LLC — reported RAUM up 45% ($326.5M -> $473.3M). IAPD ↗
$473.3M RAUM · 4 reps · 5083507150 · l2asset.com
66
GRATUS CAPITAL, LLC — reported RAUM up 31% ($2.10B -> $2.74B). IAPD ↗
$2.74B RAUM · 26 reps · 404-961-6000 · focusfinancialpartners.com
66
GRANITE BAY WEALTH MANAGEMENT, LLC — reported RAUM up 42% ($252.5M -> $357.3M). IAPD ↗
$357.3M RAUM · 6 reps · 603-610-8881
66
THE MAIN STREET GROUP — reported RAUM up 45% ($224.1M -> $324.9M). IAPD ↗
$324.9M RAUM · 9 reps · 804-270-4470
66
ALIGN IMPACT, LLC — reported RAUM up 42% ($511.9M -> $728.4M). IAPD ↗
$728.4M RAUM · 22 reps · 805-243-8055
66
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — reported RAUM up 57% ($104.2M -> $164.1M). IAPD ↗
$164.1M RAUM · 12 reps · 866-929-3258 · walserwealth.com
66
APPLIED FINANCE CAPITAL MANAGEMENT, LLC — reported RAUM up 35% ($2.24B -> $3.01B). IAPD ↗
$3.01B RAUM · 2 reps · 800-673-0400 · appliedfinance.com
66
LEADING EDGE FINANCIAL PLANNING LLC — reported RAUM up 42% ($193.0M -> $273.7M). IAPD ↗
$273.7M RAUM · 8 reps · 865-240-2292
66
BANKERS LIFE ADVISORY SERVICES, INC. — reported RAUM up 32% ($1.13B -> $1.49B). IAPD ↗
$1.49B RAUM · 378 reps · 844-553-9083 · bankerslife.com
66
PROWELL FINANCIAL MANAGEMENT, LLC — reported RAUM up 30% ($6.41B -> $8.34B). IAPD ↗
$8.34B RAUM · 2 reps · 484-359-4057 · prowell-financial.com
66
THE FAUSER GROUP, LLC — reported RAUM up 58% ($138.2M -> $217.7M). IAPD ↗
$217.7M RAUM · 1 reps · 206-466-2542
66
MARINER INDEPENDENT — reported RAUM up 30% ($6.26B -> $8.15B). IAPD ↗
$8.15B RAUM · 184 reps · 650-571-1934 · johnhalladvisor.com
66
PLUM STREET ADVISORS, LLC — reported RAUM up 44% ($181.1M -> $261.5M). IAPD ↗
$261.5M RAUM · 6 reps · 504-517-5107 · plumstreetadvisors.com
66
STRATEGIC BLUEPRINT, LLC — reported RAUM up 32% ($1.65B -> $2.17B). IAPD ↗
$2.17B RAUM · 54 reps · 678-954-4130 · strategicblueprint.net
66
SEPIO CAPITAL, LP — reported RAUM up 32% ($5.06B -> $6.67B). IAPD ↗
$6.67B RAUM · 15 reps · (415) 915-3708 · sepiocap.com
66
POST ROAD GROUP LLC — reported RAUM up 34% ($1.11B -> $1.49B). IAPD ↗
$1.49B RAUM · 17 reps · 203-518-8460 · postroadgroup.com
66
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — reported RAUM up 44% ($263.7M -> $379.7M). IAPD ↗
$379.7M RAUM · 9 reps · 913-295-9500
66
RECURRENT INVESTMENT ADVISORS LLC — reported RAUM up 44% ($544.7M -> $782.2M). IAPD ↗
$782.2M RAUM · 5 reps · (832) 241-5900 · recurrentfunds.com
66
FOUNTAINHEAD AM, LLC — reported RAUM up 43% ($515.8M -> $739.2M). IAPD ↗
$739.2M RAUM · 0 reps · 732-346-1900 · fountainheadam.com
66
HFM INVESTMENT ADVISORS, LLC — reported RAUM up 42% ($183.6M -> $261.2M). IAPD ↗
$261.2M RAUM · 5 reps · 856-232-2270
66
ROBERTSON STEPHENS — reported RAUM up 34% ($3.69B -> $4.93B). IAPD ↗
$4.93B RAUM · 51 reps · 415-500-6810 · rscapital.com
66
WESTWOOD WEALTH MANAGEMENT — reported RAUM up 59% ($116.3M -> $185.0M). IAPD ↗
$185.0M RAUM · 2 reps · (424) 255-3120
66
FAIRCOURT PARTNERS, LLC — reported RAUM up 31% ($1.57B -> $2.06B). IAPD ↗
$2.06B RAUM · 3 reps · (312) 819-5010 · faircourtpartners.com
66
COLTER LEWIS INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($1.47B -> $1.96B). IAPD ↗
$1.96B RAUM · 12 reps · 203-987-3090 · colterlewis.com
66
SMARTX ADVISORY SOLUTIONS — reported RAUM up 31% ($17.56B -> $22.91B). IAPD ↗
$22.91B RAUM · 2 reps · 561-835-8690
66
ASPIRE CAPITAL ADVISORS LLC — reported RAUM up 45% ($565.2M -> $817.7M). IAPD ↗
$817.7M RAUM · 11 reps · (206) 939-5615 · investwithaspire.com
66
SUMMIT FINANCIAL, LLC — reported RAUM up 30% ($6.15B -> $8.02B). IAPD ↗
$8.02B RAUM · 73 reps · 973-285-3600 · summitfinancial.com
66
MY PERSONAL CFO, LLC — reported RAUM up 41% ($196.2M -> $277.5M). IAPD ↗
$277.5M RAUM · 2 reps · 503-912-2090
66
EVOKE ADVISORS — reported RAUM up 31% ($10.21B -> $13.36B). IAPD ↗
$13.36B RAUM · 25 reps · 424-372-1775 · evokewealth.com
66
PMA ASSET MANAGEMENT, LLC — reported RAUM up 34% ($20.20B -> $26.99B). IAPD ↗
$26.99B RAUM · 64 reps · 630-657-6400
66
CONVERGENCE FINANCIAL — reported RAUM up 42% ($298.1M -> $422.4M). IAPD ↗
$422.4M RAUM · 13 reps · (573) 818-2264
66
HUDSON CAPITAL ADVISORY, INC. — reported RAUM up 56% ($76.3M -> $119.1M). IAPD ↗
$119.1M RAUM · 3 reps · (617) 820-4014 · invest-hca.com
66
PLATFORM TECHNOLOGY PARTNERS — reported RAUM up 44% ($648.3M -> $936.7M). IAPD ↗
$936.7M RAUM · 7 reps · 212-444-2362 · neprivatewealth.com
66
WAVE DIGITAL ASSETS LLC — reported RAUM up 44% ($233.4M -> $335.8M). IAPD ↗
$335.8M RAUM · 29 reps · 213-533-9899
66
PALUMBO WEALTH MANAGEMENT LLC — reported RAUM up 40% ($230.1M -> $322.7M). IAPD ↗
$322.7M RAUM · 4 reps · (516) 629-7073 · palumbowm.com
66
CW ADVISORS, LLC — reported RAUM up 35% ($5.14B -> $6.92B). IAPD ↗
$6.92B RAUM · 38 reps · (617) 428-7600
66
DILLOW WEALTH MANAGEMENT LLC — reported RAUM up 59% ($106.2M -> $168.6M). IAPD ↗
$168.6M RAUM · 2 reps · 224-330-9662 · dillowwealth.com
66
O'HAGAN GROUP, INC. — reported RAUM up 44% ($559.3M -> $807.7M). IAPD ↗
$807.7M RAUM · 8 reps · 610-625-8855 · theohagangroup.net
66
SMART WEALTH, LLC — reported RAUM up 43% ($211.2M -> $302.9M). IAPD ↗
$302.9M RAUM · 12 reps · 402-369-7777 · soundcloud.com
66
GRAMERCY STRATEGIC CAPITAL LLC — reported RAUM up 59% ($91.0M -> $144.9M). IAPD ↗
$144.9M RAUM · 1 reps · 917-272-7036 · gramercysc.com
66
CERCANO MANAGEMENT LLC — reported RAUM up 31% ($8.00B -> $10.48B). IAPD ↗
$10.48B RAUM · 33 reps · 425-371-7500 · cercanolp.com
66
WATERSHED PRIVATE WEALTH LLC — reported RAUM up 42% ($185.8M -> $263.4M). IAPD ↗
$263.4M RAUM · 3 reps · 708-829-4480
66
ALDEN INVESTMENT GROUP — reported RAUM up 40% ($207.3M -> $290.9M). IAPD ↗
$290.9M RAUM · 26 reps · 215-572-8700
66
ASCEND INTERPLAY, LLC — reported RAUM up 57% ($110.0M -> $172.7M). IAPD ↗
$172.7M RAUM · 3 reps · 914-746-0436 · ascend.fo
66
CALLAN FAMILY OFFICE, LLC — reported RAUM up 35% ($3.54B -> $4.77B). IAPD ↗
$4.77B RAUM · 14 reps · (877) 506-7990 · callanfamilyoffice.com
66
RIALTO WEALTH MANAGEMENT — reported RAUM up 43% ($218.6M -> $312.3M). IAPD ↗
$312.3M RAUM · 5 reps · 315-992-9129
66
ETHOS FINANCIAL GROUP, LLC — reported RAUM up 40% ($651.8M -> $913.9M). IAPD ↗
$913.9M RAUM · 20 reps · 484-889-7270 · ethosfg.com
66
CLARITY FINANCIAL ADVISORS LLC — reported RAUM up 56% ($51.2M -> $79.9M). IAPD ↗
$79.9M RAUM · 4 reps · (816) 786-5031 · theclarityfinancial.com
66
SECOND LINE CAPITAL, LLC — reported RAUM up 44% ($279.9M -> $402.1M). IAPD ↗
$402.1M RAUM · 14 reps · 504-321-0923
66
FIRST MANHATTAN CO. LLC — reported RAUM up 35% ($23.59B -> $31.83B). IAPD ↗
$31.83B RAUM · 47 reps · 212-756-3300
66
EVANSBROOK CAPITAL MANAGEMENT — reported RAUM up 60% ($100.0M -> $159.9M). IAPD ↗
$159.9M RAUM · 2 reps · 917-406-9128 · evansbrook.com
66
CADARET GRANT & CO INC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$6.87B RAUM · 489 reps · 800-288-8601
66
CONCOURSE FINANCIAL GROUP ADVISORS — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$4.37B RAUM · 566 reps · 800-288-3035
66
VALIC FINANCIAL ADVISORS, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$25.25B RAUM · 1289 reps · 866-544-4968
66
HOLLENCREST CAPITAL MANAGEMENT — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$2.37B RAUM · 19 reps · 949-737-7700 · hollencrest.com
66
SILVER OAK SECURITIES, INC. — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$1.46B RAUM · 105 reps · 731-668-3825
66
PHYSICIAN WEALTH ADVISORS, INC. — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$1.53B RAUM · 7 reps · 801-747-0800 · pwa.org
66
CFS INVESTMENT ADVISORY SERVICES LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$2.09B RAUM · 8 reps · 973-826-8800
66
FRONTIER ASSET MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$5.71B RAUM · 17 reps · 307-673-5675 · frontierasset.com
66
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$1.86B RAUM · 15 reps · (952) 224-4350 · punchinvest.com
66
HARDY REED, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.87B RAUM · 11 reps · 662-823-4722 · hardyreed.com
66
MILL CREEK CAPITAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$8.20B RAUM · 30 reps · 610-941-7700
66
EVERMAY WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
66
CWA ASSET MANAGEMENT GROUP — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$2.53B RAUM · 28 reps · 239-434-7434
66
THE COLONY GROUP, LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$21.47B RAUM · 255 reps · 617-723-8200 · bredeinvestment.com
66
GRATUS CAPITAL, LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$2.74B RAUM · 26 reps · 404-961-6000 · focusfinancialpartners.com
66
EDGE CAPITAL GROUP, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$6.39B RAUM · 24 reps · 404-890-7707 · edgecappartners.com
66
EVOKE ADVISORS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$13.36B RAUM · 25 reps · 424-372-1775 · evokewealth.com
66
AUSTIN PRIVATE WEALTH, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$1.06B RAUM · 20 reps · (512) 886-4114
66
ADVUS FINANCIAL PARTNERS, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$2.76B RAUM · 11 reps · 407-585-1160 · vimeo.com
65
RICHARDS MERRILL WEALTH MANAGEMENT — reported RAUM up 36% ($290.0M -> $395.8M). IAPD ↗
$395.8M RAUM · 8 reps · 509-624-3174 · rmpinvest.com
65
PRINCIPAL SECURITIES, INC. — reported RAUM up 29% ($9.42B -> $12.11B). IAPD ↗
$12.11B RAUM · 1349 reps · 888-774-6267 · principalsecurities.com
65
GILDER GAGNON HOWE & CO. LLC — reported RAUM up 26% ($7.49B -> $9.44B). IAPD ↗
$9.44B RAUM · 28 reps · 212-765-2500
65
SAGE, RUTTY & CO., INC. — reported RAUM up 26% ($1.95B -> $2.47B). IAPD ↗
$2.47B RAUM · 39 reps · 585-232-3760
65
LPL FINANCIAL LLC — reported RAUM up 26% ($368.02B -> $463.48B). IAPD ↗
$463.48B RAUM · 27045 reps · 704-733-3300
65
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. — reported RAUM up 30% ($2.90B -> $3.76B). IAPD ↗
$3.76B RAUM · 9 reps · 858-964-0500
65
OSAIC INSTITUTIONS, INC. — reported RAUM up 29% ($2.81B -> $3.63B). IAPD ↗
$3.63B RAUM · 474 reps · 203-599-6000
65
GREENBERG FINANCIAL GROUP — reported RAUM up 37% ($188.8M -> $257.8M). IAPD ↗
$257.8M RAUM · 5 reps · 520-544-4909 · greenbergfinancial.com
65
STRATEGIC ADVISERS LLC — reported RAUM up 25% ($659.55B -> $824.74B). IAPD ↗
$824.74B RAUM · 158 reps · 617-563-7000 · reddit.com
65
CAPITAL ADVISORS, INC. — reported RAUM up 29% ($4.26B -> $5.50B). IAPD ↗
$5.50B RAUM · 38 reps · (918) 599-0045 · capadvfunds.com
65
WEST COAST FINANCIAL, LLC — reported RAUM up 25% ($1.52B -> $1.90B). IAPD ↗
$1.90B RAUM · 27 reps · 805-962-9131 · wcfinc.com
65
ACADEMY CAPITAL MANAGEMENT — reported RAUM up 36% ($657.2M -> $896.1M). IAPD ↗
$896.1M RAUM · 4 reps · 254-751-0555 · academycapitalmgmt.com
65
D.F. DENT AND COMPANY, INC. — reported RAUM up 26% ($6.45B -> $8.15B). IAPD ↗
$8.15B RAUM · 16 reps · 410-837-2544 · dfdent.com
65
BRANDES INVESTMENT PARTNERS, LP — reported RAUM up 27% ($17.53B -> $22.21B). IAPD ↗
$22.21B RAUM · 35 reps · 858-755-0239
65
GUGGENHEIM INVESTMENTS — reported RAUM up 29% ($8.70B -> $11.26B). IAPD ↗
$11.26B RAUM · 34 reps · 212-739-0700 · guggenheiminvestments.com
65
KENNEDY CAPITAL MANAGEMENT — reported RAUM up 28% ($3.72B -> $4.77B). IAPD ↗
$4.77B RAUM · 24 reps · 314-432-0400 · kennedycapital.com
65
BAXTER INVESTMENT MANAGEMENT — reported RAUM up 36% ($673.5M -> $915.1M). IAPD ↗
$915.1M RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
65
MEEDER ADVISORY SERVICES, INC. — reported RAUM up 25% ($1.15B -> $1.44B). IAPD ↗
$1.44B RAUM · 36 reps · 800-325-3539 · meederinvestment.com
65
J.P. MORGAN INVESTMENT MANAGEMENT INC. — reported RAUM up 27% ($2011.99B -> $2549.09B). IAPD ↗
$2549.09B RAUM · 2112 reps · (800) 343-1113
65
E. S. BARR & COMPANY — reported RAUM up 27% ($1.41B -> $1.80B). IAPD ↗
$1.80B RAUM · 4 reps · 859-266-1300 · esbarr.com
65
PT ASSET MANAGEMENT, LLC — reported RAUM up 26% ($5.55B -> $7.00B). IAPD ↗
$7.00B RAUM · 14 reps · 312-521-1000 · ptam.com
65
PARADIGM CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($1.54B -> $1.95B). IAPD ↗
$1.95B RAUM · 7 reps · 518-431-3500 · paradigmcapital.com
65
ARNOLD WEITZ & CO — reported RAUM up 36% ($270.1M -> $366.4M). IAPD ↗
$366.4M RAUM · 2 reps · 402-392-2244 · raymondjames.com
65
CARDINAL CAPITAL MANAGEMENT INC — reported RAUM up 36% ($594.2M -> $805.1M). IAPD ↗
$805.1M RAUM · 3 reps · 919-532-7500
65
NORTHWEST CAPITAL MANAGEMENT INC. — reported RAUM up 25% ($5.48B -> $6.86B). IAPD ↗
$6.86B RAUM · 8 reps · 503-597-1616 · bcorporation.net
65
EMBREE FINANCIAL GROUP — reported RAUM up 26% ($1.63B -> $2.04B). IAPD ↗
$2.04B RAUM · 10 reps · 312-527-5565
65
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — reported RAUM up 26% ($3148.42B -> $3964.39B). IAPD ↗
$3964.39B RAUM · 689 reps · 617-563-7000
65
MILLER INVESTMENT MANAGEMENT, LP — reported RAUM up 25% ($5.09B -> $6.37B). IAPD ↗
$6.37B RAUM · 8 reps · 610-834-9820
65
LADENBURG THALMANN ASSET MANAGEMENT INC — reported RAUM up 26% ($3.42B -> $4.32B). IAPD ↗
$4.32B RAUM · 18 reps · 800-995-5267
65
FAMILY CFO, LLC — reported RAUM up 52% ($94.9M -> $144.5M). IAPD ↗
$144.5M RAUM · 1 reps · 917-747-2801
65
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — reported RAUM up 27% ($2.73B -> $3.48B). IAPD ↗
$3.48B RAUM · 134 reps · 630-600-0500
65
NWF ADVISORY SERVICES INC — reported RAUM up 30% ($2.86B -> $3.71B). IAPD ↗
$3.71B RAUM · 2 reps · 310-475-5854 · nwfadvisory.com
65
ALLSPRING FUNDS MANAGEMENT, LLC — reported RAUM up 28% ($235.23B -> $300.80B). IAPD ↗
$300.80B RAUM · 2 reps · 833-568-4255 · allspringglobal.com
65
ACR ALPINE CAPITAL RESEARCH, LLC — reported RAUM up 27% ($4.44B -> $5.62B). IAPD ↗
$5.62B RAUM · 10 reps · 314-932-7600 · international.acr-investfunds.com
65
CAZ INVESTMENTS L.P. — reported RAUM up 28% ($5.02B -> $6.40B). IAPD ↗
$6.40B RAUM · 46 reps · 713-403-8250 · cazinvestments.com
65
STRATEGIC WEALTH ADVISORS, LLC — reported RAUM up 37% ($210.5M -> $288.6M). IAPD ↗
$288.6M RAUM · 4 reps · 480-998-1798
65
ONE CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($4.94B -> $6.21B). IAPD ↗
$6.21B RAUM · 41 reps · 805.409.8150 · onecapital.com
65
WAVERLY ADVISORS, LLC — reported RAUM up 27% ($7.89B -> $10.06B). IAPD ↗
$10.06B RAUM · 84 reps · 205-871-3334 · waassett.com
65
ROBERTSON INVESTMENT MANAGEMENT — reported RAUM up 39% ($312.1M -> $434.4M). IAPD ↗
$434.4M RAUM · 16 reps · 713-622-4077 · robertsonwealth.com
65
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — reported RAUM up 28% ($56.39B -> $72.02B). IAPD ↗
$72.02B RAUM · 0 reps · 763-417-1700 · wealthenhancement.com
65
SHEAFF BROCK INVESTMENT ADVISORS, LLC — reported RAUM up 29% ($1.05B -> $1.35B). IAPD ↗
$1.35B RAUM · 14 reps · 317-705-5700 · linkedin.com sheaff brock investment advisors
65
LYNX CAPITAL GROUP LTD — reported RAUM up 52% ($107.6M -> $163.8M). IAPD ↗
$163.8M RAUM · 1 reps · 216-591-1309 · lynxcap.com
65
NFP RETIREMENT INC. — reported RAUM up 29% ($75.05B -> $96.45B). IAPD ↗
$96.45B RAUM · 131 reps · 949.460.9898 · nfp.com
65
RKL PRIVATE WEALTH — reported RAUM up 25% ($1.43B -> $1.80B). IAPD ↗
$1.80B RAUM · 25 reps · (717) 399-1700
65
REHMANN WEALTH — reported RAUM up 26% ($3.04B -> $3.85B). IAPD ↗
$3.85B RAUM · 36 reps · 517-316-2400 · rehmann.com
65
MOSELEY INVESTMENT MANAGEMENT, INC. — reported RAUM up 36% ($258.1M -> $351.2M). IAPD ↗
$351.2M RAUM · 5 reps · 941-745-2799 · moseleyinvestment.com
65
SILICON VALLEY CAPITAL PARTNERS, L.P. — reported RAUM up 36% ($634.2M -> $860.4M). IAPD ↗
$860.4M RAUM · 3 reps · 408-236-7300 · svcp.com
65
SPIVAK ASSET MANAGEMENT, LLC — reported RAUM up 40% ($256.4M -> $357.8M). IAPD ↗
$357.8M RAUM · 1 reps · 860-676-9756 · jayspivak.com
65
IRA GROUP, INC. — reported RAUM up 27% ($9.08B -> $11.50B). IAPD ↗
$11.50B RAUM · 15 reps · 404-760-3730
65
SAGEVIEW ADVISORY GROUP, LLC — reported RAUM up 30% ($156.40B -> $202.57B). IAPD ↗
$202.57B RAUM · 131 reps · 800-814-8742 · sageviewadvisory.com
65
VALEO FINANCIAL ADVISORS, LLC — reported RAUM up 26% ($7.10B -> $8.94B). IAPD ↗
$8.94B RAUM · 108 reps · 317.218.6000 · valeofinancial.com
65
HERITAGE FINANCIAL SERVICES — reported RAUM up 29% ($1.93B -> $2.50B). IAPD ↗
$2.50B RAUM · 22 reps · 781-255-0214
65
ROBOTTI & COMPANY ADVISORS, LLC — reported RAUM up 40% ($707.6M -> $987.9M). IAPD ↗
$987.9M RAUM · 14 reps · 212 986-4800 · robotti.com
65
CARY STREET PARTNERS — reported RAUM up 27% ($5.51B -> $6.98B). IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
65
WEALTHSTREAM ADVISORS, INC. — reported RAUM up 25% ($1.08B -> $1.35B). IAPD ↗
$1.35B RAUM · 12 reps · (212) 971-9241 · wealthstreamadvisors.com
65
MAPLE CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($1.37B -> $1.72B). IAPD ↗
$1.72B RAUM · 23 reps · 802-229-2838 · maplecapital.com
65
GENERATION INVESTMENT MANAGEMENT US LLP — reported RAUM up 27% ($12.14B -> $15.39B). IAPD ↗
$15.39B RAUM · 8 reps · 415 619 3242
65
SG CAPITAL MANAGEMENT LLC — reported RAUM up 35% ($322.7M -> $436.3M). IAPD ↗
$436.3M RAUM · 5 reps · 312-923-0150
65
AZIMUT GENESIS ADVISORS — reported RAUM up 36% ($288.9M -> $392.5M). IAPD ↗
$392.5M RAUM · 4 reps · 786 866 3700
65
BENNETT SELBY INVESTMENTS, L.P. — reported RAUM up 52% ($148.0M -> $224.7M). IAPD ↗
$224.7M RAUM · 2 reps · 617-335-7087 · bennettselby.com
65
EVEREST FINANCIAL GROUP — reported RAUM up 37% ($607.1M -> $828.9M). IAPD ↗
$828.9M RAUM · 14 reps · 763-923-7525 · everestfg.us
65
HERITAGE WEALTH ADVISORS — reported RAUM up 30% ($3.08B -> $4.00B). IAPD ↗
$4.00B RAUM · 18 reps · 804-643-4080 · heritagewealth.net
65
TSAI CAPITAL CORPORATION — reported RAUM up 54% ($71.9M -> $110.8M). IAPD ↗
$110.8M RAUM · 1 reps · 917-979-4821
65
FOUNDERS FINANCIAL SECURITIES, LLC — reported RAUM up 28% ($2.27B -> $2.91B). IAPD ↗
$2.91B RAUM · 97 reps · 410-308-9988 · weinbergfinancialadvisory.com
65
DTS GROUP LLC — reported RAUM up 53% ($160.5M -> $246.1M). IAPD ↗
$246.1M RAUM · 1 reps · 415 497-7533 · dtscapital.com
65
TEEWINOT CAPITAL ADVISERS, L.L.C. — reported RAUM up 39% ($604.3M -> $841.9M). IAPD ↗
$841.9M RAUM · 9 reps · 212-984-2360 · teewinotfunds.com
65
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — reported RAUM up 40% ($536.5M -> $748.8M). IAPD ↗
$748.8M RAUM · 3 reps · 330-666-6886 · kohmannbosshard.com
65
LEGACY ADVISORS, LLC — reported RAUM up 30% ($2.80B -> $3.64B). IAPD ↗
$3.64B RAUM · 20 reps · 610-943-3000 · legacyadvice.com
65
HARDY REED, LLC — reported RAUM up 29% ($1.45B -> $1.87B). IAPD ↗
$1.87B RAUM · 11 reps · 662-823-4722 · hardyreed.com
65
TPG FINANCIAL ADVISORS, LLC — reported RAUM up 25% ($1.32B -> $1.66B). IAPD ↗
$1.66B RAUM · 8 reps · 503-241-9550 · thepartnersgroup.com
65
TOTAL CLARITY WEALTH MANAGEMENT, INC — reported RAUM up 39% ($329.1M -> $458.0M). IAPD ↗
$458.0M RAUM · 23 reps · 630-762-9352
65
CHECCHI CAPITAL ADVISERS, LLC — reported RAUM up 27% ($1.49B -> $1.90B). IAPD ↗
$1.90B RAUM · 6 reps · 310-432-0010 · checchicapital.com
65
COMMERCE STREET INVESTMENT MANAGEMENT — reported RAUM up 39% ($535.4M -> $745.1M). IAPD ↗
$745.1M RAUM · 12 reps · 214-545-6800 · commercestreetholdings.com
65
SMITH ANGLIN FINANCIAL, LLC — reported RAUM up 26% ($1.25B -> $1.57B). IAPD ↗
$1.57B RAUM · 16 reps · (972) 267-1244
65
ROYAL FUND MANAGEMENT, LLC — reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗
$1.36B RAUM · 83 reps · 352-750-1637 · 401kmaneuver.com
65
ARETE WEALTH ADVISORS, LLC — reported RAUM up 26% ($2.12B -> $2.67B). IAPD ↗
$2.67B RAUM · 124 reps · 312-940-3684 · hillandhillfinancial.com
65
YCG, LLC — reported RAUM up 28% ($1.10B -> $1.42B). IAPD ↗
$1.42B RAUM · 4 reps · 512-505-2347
65
MOZAIC, LLC — reported RAUM up 26% ($2.90B -> $3.64B). IAPD ↗
$3.64B RAUM · 10 reps · 310-247-9657 · mozaic-llc.com
65
SILVANT CAPITAL MANAGEMENT LLC — reported RAUM up 28% ($1.69B -> $2.17B). IAPD ↗
$2.17B RAUM · 6 reps · 404-845-7640
65
ARTEMIS FINANCIAL ADVISORS — reported RAUM up 39% ($224.8M -> $313.1M). IAPD ↗
$313.1M RAUM · 4 reps · 617-542-2420
65
FORT POINT CAPITAL PARTNERS LLC — reported RAUM up 29% ($1.16B -> $1.49B). IAPD ↗
$1.49B RAUM · 16 reps · (415) 449-0570 · fortpointcap.com
65
VECTORGLOBAL IAG, INC. — reported RAUM up 30% ($1.07B -> $1.38B). IAPD ↗
$1.38B RAUM · 25 reps · 305-350-3350 · vectorglobaliag.com
65
CONSTELLATION WEALTH ADVISORS — reported RAUM up 28% ($3.05B -> $3.90B). IAPD ↗
$3.90B RAUM · 24 reps · 513-871-5500
65
MERCER GLOBAL ADVISORS INC. — reported RAUM up 29% ($35.14B -> $45.35B). IAPD ↗
$45.35B RAUM · 727 reps · (888) 885-8101
65
CHICAGO PARTNERS INVESTMENT GROUP LLC — reported RAUM up 26% ($3.65B -> $4.59B). IAPD ↗
$4.59B RAUM · 33 reps · 312 284 6363 · chicagopartnersllc.com
65
BETTERMENT — reported RAUM up 25% ($36.63B -> $45.93B). IAPD ↗
$45.93B RAUM · 32 reps · 212-228-1328
65
EFFICIENT ADVISORS — reported RAUM up 26% ($1.87B -> $2.36B). IAPD ↗
$2.36B RAUM · 8 reps · 267-613-6250 · efficientadvisors.com
65
FFT WEALTH MANAGEMENT — reported RAUM up 25% ($2.50B -> $3.13B). IAPD ↗
$3.13B RAUM · 22 reps · 610-545-6100 · fftwealth.com
65
BAYSTATE WEALTH MANAGEMENT — reported RAUM up 27% ($1.50B -> $1.92B). IAPD ↗
$1.92B RAUM · 6 reps · 9139045700 · baystatewealth.com
65
MOSS, LUSE & WOMBLE, LLC — reported RAUM up 36% ($319.6M -> $435.6M). IAPD ↗
$435.6M RAUM · 18 reps · 972-674-2584
65
IPG INVESTMENT ADVISORS, LLC — reported RAUM up 28% ($2.74B -> $3.51B). IAPD ↗
$3.51B RAUM · 29 reps · 619-326-1200
65
TRIAN FUND MANAGEMENT, L.P. — reported RAUM up 27% ($7.15B -> $9.05B). IAPD ↗
$9.05B RAUM · 14 reps · 212-451-3000
65
MARBLE TRAIL ADVISORS — reported RAUM up 35% ($318.5M -> $431.1M). IAPD ↗
$431.1M RAUM · 5 reps · 802-388-6300 · marbletrail.com
65
DRAKE & ASSOCIATES, LLC — reported RAUM up 38% ($227.2M -> $313.1M). IAPD ↗
$313.1M RAUM · 6 reps · 414-409-7226
65
DESCHUTES INVESTMENT CONSULTING, LLC — reported RAUM up 26% ($1.69B -> $2.13B). IAPD ↗
$2.13B RAUM · 8 reps · 503-224-3700 · deschutesinvestment.com
65
CHERRY CREEK FAMILY OFFICES — reported RAUM up 26% ($1.31B -> $1.64B). IAPD ↗
$1.64B RAUM · 4 reps · 303-862-9550 · ccfo.com
65
ARCHETYPE ADVISORS, LLC — reported RAUM up 54% ($129.1M -> $198.7M). IAPD ↗
$198.7M RAUM · 2 reps · 215 558 5500 · archetypeadvisor.com
65
SNOWDEN CAPITAL ADVISORS LLC — reported RAUM up 25% ($4.74B -> $5.93B). IAPD ↗
$5.93B RAUM · 98 reps · 646-218-9760 · snowdenlane.com
65
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 53% ($78.8M -> $120.8M). IAPD ↗
$120.8M RAUM · 25 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
65
RFG ADVISORY, LLC — reported RAUM up 29% ($3.00B -> $3.86B). IAPD ↗
$3.86B RAUM · 102 reps · 205-397-2450 · etainvestments.com
65
CORECAP ADVISORS — reported RAUM up 26% ($1.96B -> $2.47B). IAPD ↗
$2.47B RAUM · 111 reps · 888-296-3360 · 1apg.com
65
TRAJAN WEALTH, L.L.C. — reported RAUM up 30% ($1.05B -> $1.37B). IAPD ↗
$1.37B RAUM · 34 reps · 480-990-3300
65
INVESTOR FAN — reported RAUM up 37% ($186.2M -> $255.4M). IAPD ↗
$255.4M RAUM · 7 reps · 425-372-7517 · investorfan.com
65
ALTERNATIVE INVESTMENT ADVISORS, LLC — reported RAUM up 37% ($216.6M -> $296.4M). IAPD ↗
$296.4M RAUM · 9 reps · 407-261-4242 · ffs1.com
65
BRIGHT ROAD WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($209.2M -> $284.1M). IAPD ↗
$284.1M RAUM · 8 reps · (907) 339-1555
65
BLUE WATER WEALTH — reported RAUM up 36% ($233.2M -> $317.1M). IAPD ↗
$317.1M RAUM · 12 reps · 503-296-8700 · bluewaterwealth.com
65
INTEGRATED FINANCIAL STRATEGIES, LLC — reported RAUM up 36% ($292.0M -> $397.7M). IAPD ↗
$397.7M RAUM · 6 reps · 704-643-5000 · ifsinvest.com
65
SEROS FINANCIAL, LLC — reported RAUM up 39% ($187.5M -> $260.8M). IAPD ↗
$260.8M RAUM · 5 reps · 480-967-1155
65
CANTER WEALTH — reported RAUM up 39% ($217.3M -> $302.0M). IAPD ↗
$302.0M RAUM · 9 reps · 858.812.7550
65
IFG ADVISORY, LLC — reported RAUM up 28% ($2.53B -> $3.25B). IAPD ↗
$3.25B RAUM · 75 reps · 770-353-6331
65
FUSE PARTNERS, LLC — reported RAUM up 36% ($663.8M -> $903.2M). IAPD ↗
$903.2M RAUM · 36 reps · 972-361-1001
65
MBM WEALTH CONSULTANTS, LLC — reported RAUM up 40% ($239.6M -> $335.0M). IAPD ↗
$335.0M RAUM · 6 reps · (636) 274-6262
65
ARISTOTLE CREDIT PARTNERS, LLC — reported RAUM up 40% ($677.5M -> $947.3M). IAPD ↗
$947.3M RAUM · 3 reps · 949-681-2100 · aristotlecap.com
65
TILLER PARTNERS, LLC — reported RAUM up 50% ($160.0M -> $240.7M). IAPD ↗
$240.7M RAUM · 1 reps · (657) 215-1684 · tillerpartnersllc.com
65
DUTCH ASSET CORPORATION — reported RAUM up 55% ($45.1M -> $69.9M). IAPD ↗
$69.9M RAUM · 3 reps · 518-478-8077 · dutchasset.com
65
INSPIRE INVESTING, LLC — reported RAUM up 26% ($2.03B -> $2.56B). IAPD ↗
$2.56B RAUM · 2 reps · (877) 658-9473
65
ATON FINANCIAL LLC — reported RAUM up 38% ($311.4M -> $428.9M). IAPD ↗
$428.9M RAUM · 7 reps · 787-725-6070 · atonfinancial.com
65
PFG ADVISORS — reported RAUM up 27% ($1.84B -> $2.33B). IAPD ↗
$2.33B RAUM · 99 reps · (800) 405-8850 · davisfm.com
65
CREWE ADVISORS — reported RAUM up 26% ($1.29B -> $1.62B). IAPD ↗
$1.62B RAUM · 14 reps · 385-355-2700
65
LEGACY WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($275.9M -> $373.2M). IAPD ↗
$373.2M RAUM · 16 reps · 208-955-0500
65
PEGASUS PARTNERS — reported RAUM up 26% ($2.45B -> $3.09B). IAPD ↗
$3.09B RAUM · 10 reps · 262-478-9009
65
PORT CAPITAL LLC — reported RAUM up 29% ($1.77B -> $2.29B). IAPD ↗
$2.29B RAUM · 5 reps · 312-788-2400 · portcapllc.com
65
CLARE MARKET INVESTMENTS, LLC — reported RAUM up 36% ($317.1M -> $432.6M). IAPD ↗
$432.6M RAUM · 4 reps · 866.659.1019
65
STASH INVEST — reported RAUM up 28% ($2.61B -> $3.34B). IAPD ↗
$3.34B RAUM · 6 reps · (800) 205-5164
65
CLAYTON FINANCIAL GROUP, LLC — reported RAUM up 27% ($1.20B -> $1.52B). IAPD ↗
$1.52B RAUM · 7 reps · (314) 446-3250
65
CYNOSURE GROUP, LLC — reported RAUM up 27% ($3.84B -> $4.86B). IAPD ↗
$4.86B RAUM · 35 reps · 801-521-3100 · cynosuregroup.com
65
PATTON ALBERTSON MILLER GROUP, LLC — reported RAUM up 28% ($1.04B -> $1.33B). IAPD ↗
$1.33B RAUM · 16 reps · 423-414-2100 · focusfinancialpartners.com
65
HOYA CAPITAL REAL ESTATE, LLC — reported RAUM up 51% ($67.4M -> $101.9M). IAPD ↗
$101.9M RAUM · 3 reps · 833-469-2227
65
MULHOLLAND WEALTH ADVISORS, LLC — reported RAUM up 36% ($316.4M -> $430.5M). IAPD ↗
$430.5M RAUM · 6 reps · 3102728185 · mulhollandwa.com
65
RUBEY & RUST CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($236.2M -> $323.6M). IAPD ↗
$323.6M RAUM · 1 reps · 925-997-0994 · rubeyrust.com
65
PROSPERITY ADVISERS, LLC — reported RAUM up 38% ($181.8M -> $250.8M). IAPD ↗
$250.8M RAUM · 3 reps · 267-405-6166
65
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — reported RAUM up 26% ($12.17B -> $15.39B). IAPD ↗
$15.39B RAUM · 327 reps · 212-364-0364 · advisorhub.com
65
CONTINUUM ADVISORY, LLC — reported RAUM up 27% ($1.02B -> $1.29B). IAPD ↗
$1.29B RAUM · 31 reps · 2084171933 · lentinifinancialadvisory.com
65
SAGESPRING WEALTH PARTNERS — reported RAUM up 29% ($4.28B -> $5.50B). IAPD ↗
$5.50B RAUM · 98 reps · 615-861-6100 · sagespring.com
65
WESTERN WEALTH MANAGEMENT LLC — reported RAUM up 26% ($2.59B -> $3.25B). IAPD ↗
$3.25B RAUM · 88 reps · 3033932404
65
NICOLET WEALTH MANAGEMENT — reported RAUM up 25% ($2.93B -> $3.67B). IAPD ↗
$3.67B RAUM · 30 reps · 920-430-1400 · nicoletbank.com
65
QUATTRO FINANCIAL ADVISORS — reported RAUM up 25% ($1.04B -> $1.30B). IAPD ↗
$1.30B RAUM · 1 reps · 281 323 4007 · quattrofa.com
65
JFG WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($648.3M -> $901.0M). IAPD ↗
$901.0M RAUM · 26 reps · 720-778-4467 · jfgwealth.net
65
STRATA WEALTH ADVISORS, LLC — reported RAUM up 38% ($576.2M -> $795.5M). IAPD ↗
$795.5M RAUM · 11 reps · (214) 420-7020 · stratawealth.com
65
FINANCIAL SERVICES OF AMERICA ADVISORS — reported RAUM up 36% ($214.4M -> $292.1M). IAPD ↗
$292.1M RAUM · 22 reps · (800) 977-9292 · fsa1.com
65
VIDENT ASSET MANAGEMENT — reported RAUM up 27% ($7.07B -> $8.99B). IAPD ↗
$8.99B RAUM · 6 reps · 404-267-1501 · videntam.com
65
PLAN A WEALTH, LLC — reported RAUM up 40% ($233.6M -> $326.9M). IAPD ↗
$326.9M RAUM · 8 reps · 402-975-8008 · planawm.com
65
PROCYON ADVISORS, LLC — reported RAUM up 27% ($4.94B -> $6.28B). IAPD ↗
$6.28B RAUM · 34 reps · (475) 232-2704
65
FIDELITY PERSONAL AND WORKPLACE ADVISORS — reported RAUM up 25% ($652.55B -> $818.78B). IAPD ↗
$818.78B RAUM · 15424 reps · 617-563-7000
65
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — reported RAUM up 26% ($3.18B -> $4.02B). IAPD ↗
$4.02B RAUM · 16 reps · 317-975-5033 · shepherdfin.com
65
SGROI WEALTH ADVISORY GROUP LLC — reported RAUM up 36% ($691.6M -> $939.0M). IAPD ↗
$939.0M RAUM · 11 reps · 716-674-6700 · sgroifinancial.com
65
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. — reported RAUM up 25% ($1.49B -> $1.87B). IAPD ↗
$1.87B RAUM · 0 reps · 816-531-5575 · investor.pershing.com
65
CAPITA FINANCIAL NETWORK, LLC — reported RAUM up 26% ($1.16B -> $1.46B). IAPD ↗
$1.46B RAUM · 18 reps · 801-566-5058 · capitafinancialnetwork.com
65
BROOKLYN FI, LLC — reported RAUM up 51% ($151.1M -> $227.5M). IAPD ↗
$227.5M RAUM · 9 reps · 718-690-3600
65
PINE RIDGE ADVISERS LLC — reported RAUM up 30% ($2.66B -> $3.45B). IAPD ↗
$3.45B RAUM · 4 reps · 212-273-0463
65
RESONANT CAPITAL ADVISORS, LLC — reported RAUM up 30% ($1.35B -> $1.75B). IAPD ↗
$1.75B RAUM · 11 reps · (608)-733-6220
65
WICK CAPITAL PARTNERS, LLC — reported RAUM up 35% ($317.7M -> $430.4M). IAPD ↗
$430.4M RAUM · 9 reps · 215-302-3535 · wickcapitalpartners.com
65
KDK PRIVATE WEALTH MANAGEMENT — reported RAUM up 38% ($260.9M -> $359.8M). IAPD ↗
$359.8M RAUM · 4 reps · 713-391-8044
65
AMERICANA PARTNERS, LLC — reported RAUM up 29% ($3.83B -> $4.95B). IAPD ↗
$4.95B RAUM · 25 reps · 713-429-5552 · americanapartners.com
65
IEQ CAPITAL, LLC — reported RAUM up 27% ($18.54B -> $23.58B). IAPD ↗
$23.58B RAUM · 100 reps · 650-581-9807 · ieqcapital.com
65
BIRCHCREEK WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($199.6M -> $279.3M). IAPD ↗
$279.3M RAUM · 4 reps · (937) 567-0646
65
GREENBRIDGE PARTNERS LLC — reported RAUM up 55% ($115.4M -> $178.7M). IAPD ↗
$178.7M RAUM · 1 reps · 863-688-5938
65
PARCION PRIVATE WEALTH LLC — reported RAUM up 26% ($1.75B -> $2.19B). IAPD ↗
$2.19B RAUM · 18 reps · 425-278-9555 · parcionpw.com
65
TRUWEALTH ADVISORS, LLC — reported RAUM up 26% ($1.67B -> $2.11B). IAPD ↗
$2.11B RAUM · 17 reps · 504-779-7799
65
LIGHTHOUSE WEALTH MANAGEMENT, LLC — reported RAUM up 50% ($103.0M -> $155.0M). IAPD ↗
$155.0M RAUM · 2 reps · 717-346-6333
65
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY — reported RAUM up 27% ($5.77B -> $7.32B). IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
65
FORTIS CAPITAL ADVISORS, LLC — reported RAUM up 35% ($245.3M -> $331.8M). IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
65
OPTIMA CAPITAL LLC — reported RAUM up 54% ($161.1M -> $247.7M). IAPD ↗
$247.7M RAUM · 6 reps · 503-270-1314 · optimacapitalllc.com
65
SCS — reported RAUM up 28% ($1.01B -> $1.29B). IAPD ↗
$1.29B RAUM · 20 reps · 425-452-1222
65
WHEELHOUSE ADVISORY GROUP, LLC — reported RAUM up 50% ($120.5M -> $180.9M). IAPD ↗
$180.9M RAUM · 4 reps · 636-400-7889 · wheelhouseretirement.com
65
ALLIANCE WEALTH ADVISORS, LLC — reported RAUM up 36% ($270.9M -> $368.8M). IAPD ↗
$368.8M RAUM · 7 reps · 801-683-6000 · awaplanning.com
65
HARA CAPITAL LLC — reported RAUM up 50% ($116.5M -> $174.8M). IAPD ↗
$174.8M RAUM · 1 reps · 425-522-2322 · haracapital.com
65
FORTRESS FINANCIAL GROUP, LLC — reported RAUM up 40% ($179.4M -> $250.8M). IAPD ↗
$250.8M RAUM · 5 reps · (507) 529-1400
65
INTERGY PRIVATE WEALTH, LLC — reported RAUM up 36% ($286.4M -> $390.6M). IAPD ↗
$390.6M RAUM · 6 reps · 719-413-8820 · intergywealth.com
65
GDS WEALTH MANAGEMENT — reported RAUM up 39% ($643.8M -> $891.7M). IAPD ↗
$891.7M RAUM · 11 reps · 469-212-8072 · gdswealth.com
65
OPTIMIZE FINANCIAL INC. — reported RAUM up 50% ($101.4M -> $152.5M). IAPD ↗
$152.5M RAUM · 5 reps · 949-471-0000 · optimizefinancial.com
65
RAGA PARTNERS LP — reported RAUM up 25% ($1.38B -> $1.73B). IAPD ↗
$1.73B RAUM · 7 reps · (646) 580-4086 · ragapartners.com
65
STRATEGIC ADVOCATES, LLC — reported RAUM up 36% ($267.0M -> $363.5M). IAPD ↗
$363.5M RAUM · 7 reps · (435) 754-7888 · wealth-advocates.com
65
STEVENS CAPITAL PARTNERS — reported RAUM up 36% ($207.1M -> $282.2M). IAPD ↗
$282.2M RAUM · 6 reps · 402-251-5800 · mypurposefulwealth.com
65
WEALTH BENEFIT ADVISORS, LLC — reported RAUM up 37% ($190.7M -> $262.0M). IAPD ↗
$262.0M RAUM · 2 reps · 713-980-9100 · wealthbenefit.com
65
LEGACY SOLUTIONS, LLC — reported RAUM up 53% ($107.4M -> $163.9M). IAPD ↗
$163.9M RAUM · 3 reps · 610-444-9920 · legacysolutions.org
65
SP ASSET MANAGEMENT LLC — reported RAUM up 30% ($1.07B -> $1.39B). IAPD ↗
$1.39B RAUM · 3 reps · 408-257-7711 · spassetmanagement.net
65
FAMILY WEALTH PLANNING PARTNERS — reported RAUM up 53% ($142.3M -> $217.8M). IAPD ↗
$217.8M RAUM · 4 reps · 502-200-5210
65
PETROS FAMILY WEALTH, LLC — reported RAUM up 54% ($150.5M -> $231.4M). IAPD ↗
$231.4M RAUM · 6 reps · (612) 643-9995 · petrosfw.com
65
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC — reported RAUM up 40% ($306.5M -> $428.4M). IAPD ↗
$428.4M RAUM · 5 reps · (502) 873-0522 · legacyfia.com
65
BLUESTEM WEALTH PARTNERS, LLC — reported RAUM up 37% ($592.9M -> $811.0M). IAPD ↗
$811.0M RAUM · 33 reps · 612-464-0372
65
NDURE GLOBAL LLC — reported RAUM up 50% ($122.1M -> $183.2M). IAPD ↗
$183.2M RAUM · 1 reps · 917-536-7703 · ndureglobal.com
64
MEANS WEALTH MANAGEMENT — reported RAUM up 31% ($743.8M -> $977.0M). IAPD ↗
$977.0M RAUM · 12 reps · 1-207-947-6763 · meanswealth.com
64
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. — reported RAUM up 31% ($222.0M -> $290.3M). IAPD ↗
$290.3M RAUM · 4 reps · 901-761-5068 · whcfa.com
64
FINANCIAL CONSULATE — reported RAUM up 33% ($590.0M -> $782.3M). IAPD ↗
$782.3M RAUM · 12 reps · 410-823-7283 · financialconsulate.com
64
BUILDER INVESTMENT GROUP — reported RAUM up 31% ($580.3M -> $758.8M). IAPD ↗
$758.8M RAUM · 3 reps · 404-233-9341 · big-inc.com
64
J. L. BAINBRIDGE & CO., INC. — reported RAUM up 30% ($740.3M -> $963.5M). IAPD ↗
$963.5M RAUM · 4 reps · 941-365-3435
64
VAWTER FINANCIAL LTD — reported RAUM up 32% ($204.3M -> $268.9M). IAPD ↗
$268.9M RAUM · 4 reps · 614-451-1002
64
HURLEY FINANCIAL GROUP, INC. — reported RAUM up 30% ($231.3M -> $301.6M). IAPD ↗
$301.6M RAUM · 1 reps · 541-757-2331 · hurleyfinancial.com
64
STEGINSKY CAPITAL LLC — reported RAUM up 34% ($277.1M -> $369.9M). IAPD ↗
$369.9M RAUM · 1 reps · 212-683-1700 · steginsky.com
64
VALICENTI ADVISORY SERVICES INC — reported RAUM up 31% ($502.3M -> $660.4M). IAPD ↗
$660.4M RAUM · 6 reps · 607-734-2665 · valicenti.com
64
IRON GATE GLOBAL ADVISORS — reported RAUM up 34% ($542.7M -> $725.2M). IAPD ↗
$725.2M RAUM · 8 reps · 888-591-0334
64
MILLENNIUM ADVISORY SERVICES, INC. — reported RAUM up 33% ($530.1M -> $707.5M). IAPD ↗
$707.5M RAUM · 18 reps · 804-346-1040 · mas-edu.com
64
VISTA INVESTMENT MANAGEMENT, LLC — reported RAUM up 32% ($207.7M -> $273.7M). IAPD ↗
$273.7M RAUM · 4 reps · 412-824-5940 · vista-im.com
64
NORTHSTAR FINANCIAL COMPANIES, INC. — reported RAUM up 35% ($211.0M -> $284.6M). IAPD ↗
$284.6M RAUM · 4 reps · 610-629-6100 · northstarfci.com
64
SAXONY CAPITAL MANAGEMENT, LLC — reported RAUM up 47% ($163.1M -> $239.3M). IAPD ↗
$239.3M RAUM · 0 reps · 314-963-9336 · saxonycapitalmanagement.com
64
WISER WEALTH MANAGEMENT, INC — reported RAUM up 32% ($233.3M -> $307.9M). IAPD ↗
$307.9M RAUM · 3 reps · 678-905-4450
64
CAPITAL PRESERVATION PARTNERS, INC. — reported RAUM up 34% ($195.8M -> $262.2M). IAPD ↗
$262.2M RAUM · 2 reps · 914-337-2272 · cpp.bz
64
CONFIDENCE WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($198.1M -> $267.1M). IAPD ↗
$267.1M RAUM · 11 reps · 310-824-1000
64
SEVEN SPRINGS WEALTH GROUP — reported RAUM up 33% ($575.5M -> $765.1M). IAPD ↗
$765.1M RAUM · 8 reps · 615-370-1253 · sevenspringswealth.com
64
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC — reported RAUM up 48% ($80.9M -> $119.7M). IAPD ↗
$119.7M RAUM · 1 reps · 516-249-0060 · myinvestmentinsight.com
64
GOODWIN INVESTMENT ADVISORY — reported RAUM up 35% ($197.0M -> $265.9M). IAPD ↗
$265.9M RAUM · 5 reps · 678-741-2370
64
PROSTATIS FINANCIAL ADVISORS GROUP — reported RAUM up 30% ($310.9M -> $405.0M). IAPD ↗
$405.0M RAUM · 14 reps · 410-863-1040
64
CAPITAL TRUST ADVISORS — reported RAUM up 31% ($251.7M -> $330.0M). IAPD ↗
$330.0M RAUM · 3 reps · (415) 399-9100 · capitaltrustadvisors.com
64
FULLEN FINANCIAL GROUP, INC. — reported RAUM up 33% ($211.5M -> $282.0M). IAPD ↗
$282.0M RAUM · 4 reps · 614-372-5430 · fullenfinancial.com
64
SHARPER & GRANITE LLC — reported RAUM up 34% ($224.4M -> $299.9M). IAPD ↗
$299.9M RAUM · 4 reps · 310-426-2909 · sharpergranite.com
64
BROADLEAF PARTNERS, LLC — reported RAUM up 33% ($309.7M -> $410.6M). IAPD ↗
$410.6M RAUM · 4 reps · 330-650-0921
64
5TH STREET ADVISORS, LLC — reported RAUM up 34% ($345.8M -> $462.6M). IAPD ↗
$462.6M RAUM · 5 reps · 203-327-1212 · 5thstreetadvisors.com
64
HAVEN PRIVATE — reported RAUM up 33% ($250.0M -> $332.5M). IAPD ↗
$332.5M RAUM · 6 reps · 407-982-4550 · havenprivate.com
64
VANCEGRAY WEALTH MANAGEMENT, INC. — reported RAUM up 30% ($252.6M -> $328.8M). IAPD ↗
$328.8M RAUM · 3 reps · 207-992-2819 · vancegray.com
64
CARPENTER, CLAYDON ADVISORS, INC. — reported RAUM up 31% ($210.0M -> $275.8M). IAPD ↗
$275.8M RAUM · 2 reps · 407-843-0316
64
NEWPORT CAPITAL GROUP, LLC — reported RAUM up 31% ($250.3M -> $326.8M). IAPD ↗
$326.8M RAUM · 8 reps · 732-741-8400
64
LJI WEALTH MANAGEMENT, LLC — reported RAUM up 32% ($647.2M -> $853.2M). IAPD ↗
$853.2M RAUM · 15 reps · 317-466-9702 · ljiwm.com
64
PORTFOLIO MEDICS, LLC — reported RAUM up 30% ($383.0M -> $499.6M). IAPD ↗
$499.6M RAUM · 75 reps · (239) 444-1766 · portfoliomedics.com
64
BLUESTONE® FINANCIAL ADVISORS, LLC — reported RAUM up 46% ($100.3M -> $146.4M). IAPD ↗
$146.4M RAUM · 2 reps · (301) 841-0203 · bfa-llc.com
64
UNITED ADVISORS AMERICA — reported RAUM up 34% ($193.7M -> $260.2M). IAPD ↗
$260.2M RAUM · 26 reps · 877-443-0610
64
BRIDGE CITY CAPITAL, LLC — reported RAUM up 32% ($202.8M -> $267.2M). IAPD ↗
$267.2M RAUM · 5 reps · 503-265-8554 · bridgecitycap.com
64
STRAIGHT PATH WEALTH MANAGEMENT — reported RAUM up 34% ($203.2M -> $272.1M). IAPD ↗
$272.1M RAUM · 7 reps · 616-288-3670 · straightpathwealth.com
64
FINANCIAL ADVISORS NETWORK, INC. — reported RAUM up 30% ($613.9M -> $799.1M). IAPD ↗
$799.1M RAUM · 11 reps · 714-597-6510
64
SANDY COVE ADVISORS, LLC — reported RAUM up 34% ($362.7M -> $486.4M). IAPD ↗
$486.4M RAUM · 8 reps · 617-622-1500 · sandycoveadvisors.com
64
ASPIRE PRIVATE CAPITAL — reported RAUM up 31% ($296.2M -> $388.3M). IAPD ↗
$388.3M RAUM · 8 reps · 704-237-9927 · aspireadvisors.com
64
FUSION CAPITAL, LLC — reported RAUM up 31% ($273.7M -> $359.7M). IAPD ↗
$359.7M RAUM · 4 reps · 843-972-0065
64
OBJECTIVE CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($293.0M -> $381.7M). IAPD ↗
$381.7M RAUM · 8 reps · 216-469-1231 · ocmwealth.com
64
TOMPKINS & CO. — reported RAUM up 35% ($236.0M -> $318.0M). IAPD ↗
$318.0M RAUM · 1 reps · 303-804-0339
64
HOBBS GROUP ADVISORS LLC — reported RAUM up 34% ($291.0M -> $390.1M). IAPD ↗
$390.1M RAUM · 7 reps · 803-540-3034
64
BRS FINANCIAL LLC — reported RAUM up 47% ($135.9M -> $200.3M). IAPD ↗
$200.3M RAUM · 7 reps · 877-588-3217 · brs-consulting.com
64
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" — reported RAUM up 33% ($206.8M -> $274.1M). IAPD ↗
$274.1M RAUM · 5 reps · 888-500-9267 · pro-visionwealth.com
64
OAKWELL PRIVATE WEALTH MANAGEMENT — reported RAUM up 32% ($311.2M -> $411.8M). IAPD ↗
$411.8M RAUM · 8 reps · 1-800-55OAKWELL · oakwellpwm.com
64
TITAN RETIREMENT ADVISORS LLC — reported RAUM up 31% ($275.0M -> $360.0M). IAPD ↗
$360.0M RAUM · 2 reps · 713-239-2866 · investtitan.com
64
ALJIAN CAPITAL MANAGEMENT — reported RAUM up 35% ($331.9M -> $446.4M). IAPD ↗
$446.4M RAUM · 3 reps · 707-230-2158 · aljiancapital.com
64
PRACTICECFO INVESTMENTS — reported RAUM up 34% ($195.6M -> $262.2M). IAPD ↗
$262.2M RAUM · 9 reps · 800-675-2712
64
BLACK MAPLE CAPITAL MANAGEMENT LP — reported RAUM up 31% ($203.8M -> $266.5M). IAPD ↗
$266.5M RAUM · 8 reps · 414-294-7777 · blackmaplecapital.com
64
BENTLEY FINANCIAL GROUP — reported RAUM up 49% ($161.0M -> $240.0M). IAPD ↗
$240.0M RAUM · 4 reps · 630-541-6363 · bentleyfinancialgroup.com
64
MATHIS WEALTH MANAGEMENT — reported RAUM up 46% ($109.7M -> $160.0M). IAPD ↗
$160.0M RAUM · 4 reps · 602-393-0501
64
OAK HARVEST INVESTMENT SERVICES — reported RAUM up 31% ($555.0M -> $728.8M). IAPD ↗
$728.8M RAUM · 22 reps · 281-822-1350 · thegogosisterhood.com
64
LONG ISLAND WEALTH MANAGEMENT, INC. — reported RAUM up 49% ($145.5M -> $217.4M). IAPD ↗
$217.4M RAUM · 1 reps · 516-238-7629 · liwealth.com
64
WARREN STREET WEALTH ADVISORS, LLC — reported RAUM up 30% ($274.6M -> $357.8M). IAPD ↗
$357.8M RAUM · 8 reps · 714-876-6200
64
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — reported RAUM up 34% ($201.3M -> $270.2M). IAPD ↗
$270.2M RAUM · 19 reps · 860.973.3214 · wjcmllc.com
64
WEALTHCOLLAB — reported RAUM up 45% ($130.2M -> $189.3M). IAPD ↗
$189.3M RAUM · 1 reps · 206-456-6171
64
TRADEWAY — reported RAUM up 46% ($53.4M -> $77.7M). IAPD ↗
$77.7M RAUM · 17 reps · 877-777-0703 · tradeway.com
64
CULTIVATING WEALTH — reported RAUM up 49% ($88.1M -> $131.2M). IAPD ↗
$131.2M RAUM · 5 reps · (646) 693-7451 · napfa.org
64
ELEMENT POINTE FAMILY OFFICE — reported RAUM up 31% ($636.7M -> $836.9M). IAPD ↗
$836.9M RAUM · 10 reps · (786) 655-9790
64
ARES FINANCIAL CONSULTING LLC — reported RAUM up 50% ($124.2M -> $185.9M). IAPD ↗
$185.9M RAUM · 5 reps · 818-986-1479 · aresfinancialconsulting.com
64
ALPHA CAPITAL MANAGEMENT GROUP LLC — reported RAUM up 34% ($314.8M -> $421.9M). IAPD ↗
$421.9M RAUM · 4 reps · 303-900-1919 · alphacmg.com
64
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC — reported RAUM up 31% ($208.9M -> $272.9M). IAPD ↗
$272.9M RAUM · 2 reps · 203-595-5535 · ridgeviewasset.com
64
SGH WEALTH MANAGEMENT — reported RAUM up 31% ($269.4M -> $354.2M). IAPD ↗
$354.2M RAUM · 4 reps · (248) 731-0029
64
TTP INVESTMENTS, INC. — reported RAUM up 34% ($301.5M -> $405.5M). IAPD ↗
$405.5M RAUM · 2 reps · 408-879-0399 · ttp-investments.com
64
RPATA, LLC — reported RAUM up 49% ($39.0M -> $58.0M). IAPD ↗
$58.0M RAUM · 4 reps · 901-421-6300 · revolutionpartners.com
64
ALPINE PRIVATE WEALTH — reported RAUM up 31% ($749.7M -> $978.5M). IAPD ↗
$978.5M RAUM · 5 reps · 314-932-1010
64
MANDARINFISH MANAGEMENT, LLC — reported RAUM up 30% ($231.8M -> $301.5M). IAPD ↗
$301.5M RAUM · 1 reps · 401.996.8647
64
CODE WAECHTER LLC — reported RAUM up 33% ($210.3M -> $279.2M). IAPD ↗
$279.2M RAUM · 4 reps · 813-287-8775
64
BRAVIAS CAPITAL GROUP, LLC — reported RAUM up 45% ($117.4M -> $170.4M). IAPD ↗
$170.4M RAUM · 9 reps · 732-702-2600
64
OPAL WEALTH ADVISORS, LLC — reported RAUM up 30% ($633.1M -> $825.9M). IAPD ↗
$825.9M RAUM · 8 reps · 516-388-7980
64
ERGAWEALTH ADVISORS, INC. — reported RAUM up 32% ($200.6M -> $265.1M). IAPD ↗
$265.1M RAUM · 5 reps · (630) 320-2078 · ergawealth.com
64
CREDICORP CAPITAL ADVISORS LLC — reported RAUM up 35% ($516.4M -> $694.6M). IAPD ↗
$694.6M RAUM · 7 reps · 305-455-0975 · credicorpcapitalinvest.com
64
VESTIA PERSONAL WEALTH ADVISORS — reported RAUM up 30% ($514.0M -> $668.4M). IAPD ↗
$668.4M RAUM · 15 reps · 877-669-1126
64
TRG ADVISORS, INC. — reported RAUM up 33% ($317.7M -> $421.3M). IAPD ↗
$421.3M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
64
CROAK CAPITAL — reported RAUM up 49% ($142.9M -> $213.1M). IAPD ↗
$213.1M RAUM · 7 reps · 419-464-7000
64
MACH-1 FINANCIAL GROUP, LLC — reported RAUM up 31% ($270.6M -> $354.4M). IAPD ↗
$354.4M RAUM · 6 reps · 479-876-2100 · mach-1financial.com
64
VIRTUS FAMILY OFFICE — reported RAUM up 34% ($344.7M -> $460.3M). IAPD ↗
$460.3M RAUM · 1 reps · 915-730-3885 · virtus-usa.com
64
BLUE ROCK FINANCIAL GROUP — reported RAUM up 32% ($207.3M -> $274.3M). IAPD ↗
$274.3M RAUM · 6 reps · (302) 752-6637
64
NEW AGE ALPHA ADVISORS, LLC — reported RAUM up 49% ($131.4M -> $195.9M). IAPD ↗
$195.9M RAUM · 6 reps · (212) 922-2699 · newagealpha.com
64
VIENNA ASSET MANAGEMENT LLC — reported RAUM up 48% ($137.6M -> $204.0M). IAPD ↗
$204.0M RAUM · 1 reps · 408-882-1770 · vamladvisors.com
64
RM PRIVATE WEALTH MANAGEMENT — reported RAUM up 49% ($147.8M -> $219.8M). IAPD ↗
$219.8M RAUM · 1 reps · 571-332-7618 · rmpwealth.com
64
TURNING POINT FINANCIAL — reported RAUM up 30% ($238.2M -> $310.0M). IAPD ↗
$310.0M RAUM · 15 reps · 301-846-9336 · tpfinancial.com
64
QUILITY FINANCIAL ADVISORS — reported RAUM up 48% ($30.0M -> $44.5M). IAPD ↗
$44.5M RAUM · 6 reps · 321-888-2599
64
SYNERGY FINANCIAL PARTNERS, LLC — reported RAUM up 49% ($148.9M -> $221.7M). IAPD ↗
$221.7M RAUM · 5 reps · 303-399-9999 · sfpdenver.com
64
FERMATA ADVISORS — reported RAUM up 33% ($733.8M -> $973.8M). IAPD ↗
$973.8M RAUM · 12 reps · (707) 938-7414 · richfinancial.com
64
BR WEALTH MANAGEMENT — reported RAUM up 31% ($197.1M -> $259.0M). IAPD ↗
$259.0M RAUM · 3 reps · 208-258-2540 · brwealthmgmt.com
64
TRIAGEN WEALTH MANAGEMENT LLC — reported RAUM up 30% ($288.1M -> $375.0M). IAPD ↗
$375.0M RAUM · 2 reps · 818-732-8553
64
CAPSHIFT ADVISORS — reported RAUM up 31% ($276.2M -> $363.1M). IAPD ↗
$363.1M RAUM · 8 reps · 617-865-5096 · capshift.com
64
CARBON COLLECTIVE INVESTING, LLC — reported RAUM up 47% ($83.5M -> $122.9M). IAPD ↗
$122.9M RAUM · 3 reps · 925-268-8041 · carboncollectivefunds.com
64
THE CLARUS GROUP — reported RAUM up 33% ($600.1M -> $798.0M). IAPD ↗
$798.0M RAUM · 8 reps · 713-621-3500
64
VENATOR MANAGEMENT LLC — reported RAUM up 31% ($281.5M -> $367.7M). IAPD ↗
$367.7M RAUM · 2 reps · 412-586-3747 · venatormanagement.com
64
ABICH FINANCIAL WEALTH MANAGEMENT, LLC — reported RAUM up 50% ($100.3M -> $150.1M). IAPD ↗
$150.1M RAUM · 4 reps · (571) 577-9968
64
CARROLL INVESTORS, INC. — reported RAUM up 46% ($102.9M -> $150.4M). IAPD ↗
$150.4M RAUM · 2 reps · 843-352-4963
64
REDWOOD PRIVATE WEALTH — reported RAUM up 31% ($204.3M -> $267.6M). IAPD ↗
$267.6M RAUM · 56 reps · 480-646-3504
64
HILL ISLAND FINANCIAL LLC — reported RAUM up 35% ($331.6M -> $446.6M). IAPD ↗
$446.6M RAUM · 5 reps · (616) 977-2639 · hillislandfinancial.com
64
UTA LLC — reported RAUM up 47% ($98.1M -> $144.7M). IAPD ↗
$144.7M RAUM · 2 reps · 360.360.0344 · uptownadv.com
64
HORIZON FAMILY WEALTH, INC. — reported RAUM up 47% ($150.2M -> $220.7M). IAPD ↗
$220.7M RAUM · 1 reps · 312-442-9192 · horizonfamilywealth.com
64
AMERICAN FUNDSTARS — reported RAUM up 48% ($119.3M -> $177.1M). IAPD ↗
$177.1M RAUM · 6 reps · 949-877-8838 · americanfundstars.com
64
EATON FINANCIAL GROUP — reported RAUM up 34% ($322.4M -> $432.8M). IAPD ↗
$432.8M RAUM · 9 reps · 954-575-9323 · palmwealthpartners.com
64
25 FINANCIAL — reported RAUM up 34% ($304.7M -> $408.5M). IAPD ↗
$408.5M RAUM · 9 reps · 314-530-2858 · 25financial.com
64
HIBERNIA WEALTH PARTNERS, LLC — reported RAUM up 32% ($219.2M -> $289.0M). IAPD ↗
$289.0M RAUM · 7 reps · 225-778-7972 · hiberniawealth.com
64
FIDELIS CAPITAL — reported RAUM up 32% ($697.3M -> $917.2M). IAPD ↗
$917.2M RAUM · 11 reps · 813-934-6246
64
OCTOGONE NA — reported RAUM up 31% ($288.6M -> $378.6M). IAPD ↗
$378.6M RAUM · 7 reps · 305-677-9559 · focusfinancialpartners.com
64
RAI WEALTH — reported RAUM up 35% ($242.3M -> $326.1M). IAPD ↗
$326.1M RAUM · 5 reps · 6307338434 · raiwealth.com
64
MPM WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$795.0M RAUM · 20 reps · 419-861-1400
64
SMITHBRIDGE ASSET MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$613.0M RAUM · 4 reps · 610-361-9141
64
HANSON & DOREMUS INVESTMENT MANAGEMENT — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$736.7M RAUM · 11 reps · 802-658-2668
64
COURT PLACE ADVISORS LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$377.6M RAUM · 4 reps · 410-465-4321 · courtplaceadvisors.com
64
AVISEN ADVISORS, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$305.4M RAUM · 9 reps · 916-480-2747
64
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$419.4M RAUM · 5 reps · 214-922-9200 · mscmfunds.com
64
PLAN GROUP FINANCIAL, INC. — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$285.5M RAUM · 14 reps · 405-848-1099 · plangroup.com
64
BATES FINANCIAL ADVISORS, INC. — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$430.4M RAUM · 6 reps · 815-332-4020 · batesfinancialadvisors.com
64
FINANCIAL MANAGEMENT STRATEGIES, INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$542.0M RAUM · 23 reps · 216-642-1099 · fmstrategies.biz
64
ALTRIUS CAPITAL MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$586.5M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
64
KASSOUF WEALTH ADVISORS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$370.2M RAUM · 7 reps · 205-776-0100 · kassoufwealth.com
64
MPS-LORIA FINANCIAL PLANNERS,LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$692.3M RAUM · 5 reps · 630-887-4404 · mpsloria.com
64
CREW CAPITAL MANAGEMENT, LTD. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$183.1M RAUM · 7 reps · 513-618-6460 · crewcapital.com
64
CAPITAL PRESERVATION PARTNERS, INC. — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$262.2M RAUM · 2 reps · 914-337-2272 · cpp.bz
64
PERSIUM ADVISORS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$436.5M RAUM · 9 reps · 678-322-3000 · persiumgroup.com
64
HEADINVEST — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$897.6M RAUM · 8 reps · 207-773-5333 · headinvest.com
64
VISTICA WEALTH ADVISORS, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$103.5M RAUM · 3 reps · 760-854-4003
64
AMPHORA WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$122.6M RAUM · 3 reps · (919) 240-6111 · amphorawealth.com
64
MORRIS & WELLS WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$853.7M RAUM · 4 reps · 434-977-7010 · morrisandwells.com
64
SEROS FINANCIAL, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$260.8M RAUM · 5 reps · 480-967-1155
64
ARIADNE WEALTH MANAGEMENT, LP — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$445.9M RAUM · 6 reps · 805-456-4920 · ariadnewealth.com
64
INVISTA ADVISORS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$462.4M RAUM · 6 reps · (334) 387-0094
64
BANYAN GLOBAL INVESTMENT ADVISORS, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$168.2M RAUM · 2 reps · 561-847-3596
64
ARJUNA CAPITAL, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$458.1M RAUM · 3 reps · (919) 794-4794 · arjuna-capital.com
64
LAKE HILLS WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$167.6M RAUM · 3 reps · (512) 580-4740
64
HERITAGE FINANCIAL COUNSELORS, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$179.2M RAUM · 4 reps · 862-579-2899
64
CYPRESS CAPITAL ADVISORS, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$323.6M RAUM · 4 reps · 615-467-6075 · musicrowwealthmanagement.com
64
CENTURA WEALTH ADVISORY — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$643.0M RAUM · 20 reps · 858-771-9500
64
TRG ADVISORS, INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$421.3M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
64
GARRISON MURPHY WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$208.8M RAUM · 2 reps · 716-462-5468 · gmwmllc.com
64
JOURNEY WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$750.7M RAUM · 12 reps · 216-916-8424 · fsmwealthadvisors.com
64
BLUE CAPITAL — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$188.3M RAUM · 4 reps · (402) 932-0131 · berstlergroup.com
64
HERON BAY CAPITAL MANAGEMENT — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$562.5M RAUM · 4 reps · 248-970-0900 · heronbaycap.com
64
RATIO WEALTH GROUP LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$577.2M RAUM · 6 reps · 720-420-4863 · ratiowealthgroup.com
64
TAYLOR HOFFMAN CAPITAL MANAGEMENT — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$18.8M RAUM · 4 reps · 804-964-2500 · taylorhoffman.com
64
44 WEALTH MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$469.0M RAUM · 5 reps · 541-359-0388 · 44weatlh.com
64
ATHOS PRIVATE WEALTH LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$139.1M RAUM · 4 reps · 435-252-1099
64
REDMONT WEALTH — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$187.1M RAUM · 2 reps · 312-848-1136 · redmontwealth.com
64
REDWOOD PRIVATE WEALTH — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$267.6M RAUM · 56 reps · 480-646-3504
64
FIFTH THIRD WEALTH ADVISORS LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
64
FORTRESS FINANCIAL GROUP, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$250.8M RAUM · 5 reps · (507) 529-1400
64
WATERSHED PRIVATE WEALTH LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$263.4M RAUM · 3 reps · 708-829-4480
64
GIRAFFE INVEST — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$14,297 RAUM · 1 reps · 860-878-7180
64
BROOKWOOD INVESTMENT GROUP — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$689.1M RAUM · 17 reps · 480-744-9628 · ckwmg.com
64
GATEWAY WEALTH PARTNERS, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$891.6M RAUM · 51 reps · (920) 731-9293 · integratedwealthpartners.com
64
BESPOKE ADVISORY — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$372.6M RAUM · 4 reps · 877-777-6845 · bespokeadvisory.io
64
THE NORDEN GROUP LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$987.2M RAUM · 12 reps · 801-331-5511 · thenordengroup.com
64
POWER FINANCIAL PARTNERS, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$224.5M RAUM · 3 reps · 813-212-2125 · powerfinancialpartners.com
64
PORTSIDE WEALTH GROUP, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$884.8M RAUM · 37 reps · 385-412-1222 · oxfordfinancialgroup.com
64
WAVELAND FAMILY OFFICE, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$359.0M RAUM · 1 reps · (847) 874-8210
64
OMNIA WEALTH MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$202.5M RAUM · 2 reps · 480-701-6620
64
WAYSTONE ADVISORS LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$111.0M RAUM · 2 reps · (425) 484-0045 · waystoneadvisors.com
63
UAS ASSET MANAGEMENT — reported RAUM up 27% ($324.9M -> $413.9M). IAPD ↗
$413.9M RAUM · 3 reps · 212-983-5822 · uasam.com
63
CASCADE INVESTMENT GROUP, INC. — reported RAUM up 27% ($268.5M -> $341.9M). IAPD ↗
$341.9M RAUM · 5 reps · 719-632-0818
63
CHARTER CAPITAL MANAGEMENT, INC — reported RAUM up 26% ($283.2M -> $355.9M). IAPD ↗
$355.9M RAUM · 5 reps · 414-257-3700 · chartercapital.net
63
THOMAS WRIGHT ASSET MANAGEMENT, INC. — reported RAUM up 28% ($230.9M -> $295.4M). IAPD ↗
$295.4M RAUM · 1 reps · 843-971-4265 · investwright.com
63
TRUSTMONT ADVISORY GROUP, INC. — reported RAUM up 27% ($722.8M -> $919.4M). IAPD ↗
$919.4M RAUM · 60 reps · 724-468-5665
63
ELDRIDGE INVESTMENT ADVISORS INC — reported RAUM up 26% ($585.2M -> $735.3M). IAPD ↗
$735.3M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
63
INTRACK INVESTMENT MANAGEMENT, INC. — reported RAUM up 27% ($207.3M -> $264.2M). IAPD ↗
$264.2M RAUM · 3 reps · 802-658-0625 · intrackinvest.com
63
CORNERSTONE WEALTH MANAGEMENT — reported RAUM up 28% ($329.9M -> $421.0M). IAPD ↗
$421.0M RAUM · 5 reps · 440-899-4000 · cornerstonewealthmgmt.com
63
REGENCY INVESTMENT ADVISORS INC — reported RAUM up 29% ($678.9M -> $877.3M). IAPD ↗
$877.3M RAUM · 8 reps · 559-438-2640 · regencyinvests.com
63
OAK RIDGE INVESTMENTS, LLC — reported RAUM up 27% ($708.4M -> $899.9M). IAPD ↗
$899.9M RAUM · 8 reps · 312-857-1040
63
NAVELLIER & ASSOCIATES INC — reported RAUM up 27% ($661.2M -> $840.1M). IAPD ↗
$840.1M RAUM · 4 reps · 775-785-2300 · navellier.com
63
PERRYMAN FINANCIAL ADVISORY, INC. — reported RAUM up 29% ($520.9M -> $670.3M). IAPD ↗
$670.3M RAUM · 5 reps · 972-770-4800 · billperryman.com
63
LEGEND FINANCIAL ADVISORS INC — reported RAUM up 25% ($246.6M -> $308.5M). IAPD ↗
$308.5M RAUM · 4 reps · 412-635-9210 · legend-financial.com
63
ARDENT CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($234.2M -> $294.0M). IAPD ↗
$294.0M RAUM · 2 reps · 513-831-9393 · ardentcapitalmanagement.com
63
INTREPID CAPITAL MANAGEMENT INC — reported RAUM up 29% ($590.2M -> $762.5M). IAPD ↗
$762.5M RAUM · 10 reps · 904-246-3433
63
FINANCIAL INSIGHTS — reported RAUM up 27% ($621.1M -> $789.1M). IAPD ↗
$789.1M RAUM · 10 reps · (253) 627-6010
63
FLC CAPITAL ADVISORS — reported RAUM up 25% ($519.0M -> $651.1M). IAPD ↗
$651.1M RAUM · 4 reps · 760-779-8110 · flccapital.com
63
IMA WEALTH — reported RAUM up 26% ($721.3M -> $911.6M). IAPD ↗
$911.6M RAUM · 19 reps · 316-266-6574 · imacorp.com
63
STUART CHAUSSÉE & ASSOCIATES, INC. — reported RAUM up 27% ($286.0M -> $363.6M). IAPD ↗
$363.6M RAUM · 1 reps · (310) 373-3732 · preservingwealth.com
63
WHITE ROCK CAPITAL — reported RAUM up 43% ($68.2M -> $97.3M). IAPD ↗
$97.3M RAUM · 2 reps · 214-526-1465
63
PROFESSIONAL FINANCIAL SOLUTIONS, LLC — reported RAUM up 25% ($228.7M -> $286.1M). IAPD ↗
$286.1M RAUM · 5 reps · 703-385-0870 · profinancialsolutions.com
63
CAPITAL CITIES INVESTMENTS — reported RAUM up 28% ($211.7M -> $270.5M). IAPD ↗
$270.5M RAUM · 19 reps · 317-475-4500 · capitalcitiesinvestments.com
63
THE CAPITAL CHART ROOM, LTD — reported RAUM up 30% ($260.8M -> $338.7M). IAPD ↗
$338.7M RAUM · 5 reps · 817-801-6455 · thecapitalchartroom.com
63
UHLMANN INVESTMENT MANAGEMENT, L.L.C. — reported RAUM up 45% ($163.8M -> $237.1M). IAPD ↗
$237.1M RAUM · 9 reps · 312-264-4400 · upsecurities.com
63
FINANCIAL FREEDOM — reported RAUM up 27% ($309.2M -> $391.6M). IAPD ↗
$391.6M RAUM · 2 reps · 513-697-6400 · finfree.com
63
RESOURCE FINANCIAL GROUP, LTD. — reported RAUM up 28% ($363.8M -> $464.1M). IAPD ↗
$464.1M RAUM · 2 reps · 847-256-7495 · rfgltd.com
63
OJM GROUP, LLC — reported RAUM up 26% ($571.8M -> $721.7M). IAPD ↗
$721.7M RAUM · 8 reps · 513-791-7525
63
PLANNING DIRECTIONS, INC. — reported RAUM up 26% ($334.4M -> $422.8M). IAPD ↗
$422.8M RAUM · 4 reps · 610-361-0865
63
PRIVATE CLIENT SERVICES, LLC — reported RAUM up 28% ($663.1M -> $845.8M). IAPD ↗
$845.8M RAUM · 50 reps · 502-451-0600 · kfg.com
63
PREMIER WEALTH ADVISORS, LLC — reported RAUM up 26% ($343.3M -> $431.8M). IAPD ↗
$431.8M RAUM · 7 reps · 212-752-4343 · yourpremierwealth.com
63
LIGHTHOUSE FINANCIAL ADVISORS, INC. — reported RAUM up 26% ($567.4M -> $713.8M). IAPD ↗
$713.8M RAUM · 5 reps · (732) 747-6680
63
PILLAR FINANCIAL ADVISORS, LLC — reported RAUM up 28% ($229.1M -> $293.8M). IAPD ↗
$293.8M RAUM · 5 reps · 502-384-3890 · pillar.net
63
ALPHA FINANCIAL ADVISORS, LLC — reported RAUM up 26% ($353.6M -> $444.1M). IAPD ↗
$444.1M RAUM · 8 reps · 704-716-1100 · alphafa.com
63
MPS-LORIA FINANCIAL PLANNERS,LLC — reported RAUM up 27% ($544.1M -> $692.3M). IAPD ↗
$692.3M RAUM · 5 reps · 630-887-4404 · mpsloria.com
63
HELLER WEALTH MANAGEMENT — reported RAUM up 26% ($301.5M -> $381.0M). IAPD ↗
$381.0M RAUM · 3 reps · 631-248-3600
63
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. — reported RAUM up 28% ($227.9M -> $292.8M). IAPD ↗
$292.8M RAUM · 2 reps · 859-223-6333
63
PRIVATE CAPITAL ADVISORS, INC. — reported RAUM up 29% ($614.4M -> $793.9M). IAPD ↗
$793.9M RAUM · 2 reps · 347-960-4520 · privatecapitaladv.com
63
HIGHLAND FINANCIAL ADVISORS, LLC — reported RAUM up 29% ($332.9M -> $430.4M). IAPD ↗
$430.4M RAUM · 9 reps · 973-557-2933 · highlandplanning.com
63
GOLDSTEIN CAPITAL CORP. — reported RAUM up 27% ($263.6M -> $333.7M). IAPD ↗
$333.7M RAUM · 2 reps · 212-750-7450 · goldsteincapital.com
63
DCM ADVISORS, LLC — reported RAUM up 29% ($271.2M -> $349.8M). IAPD ↗
$349.8M RAUM · 9 reps · 917-386-6260
63
SEASCAPE CAPITAL MANAGEMENT,LLC — reported RAUM up 25% ($281.5M -> $353.1M). IAPD ↗
$353.1M RAUM · 3 reps · (603)964-4480 · seascape-capital.com
63
THE INSTITUTE — reported RAUM up 27% ($731.8M -> $926.9M). IAPD ↗
$926.9M RAUM · 1 reps · 303-572-3500 · secure.iwm401k.com
63
KCD FINANCIAL, INC. — reported RAUM up 41% ($123.8M -> $175.1M). IAPD ↗
$175.1M RAUM · 25 reps · 920-347-3400 · kcdfinancial.com
63
MEZZASALMA ADVISORS — reported RAUM up 43% ($161.0M -> $231.0M). IAPD ↗
$231.0M RAUM · 1 reps · 732-842-1120 · mezzadvisors.com
63
HOMAN WEALTH ADVISORS, LLC — reported RAUM up 27% ($214.1M -> $271.1M). IAPD ↗
$271.1M RAUM · 4 reps · 402-763-6401 · homanwealthadvisors.com
63
DEAN FINANCIAL SERVICES — reported RAUM up 29% ($206.5M -> $266.8M). IAPD ↗
$266.8M RAUM · 4 reps · 937-222-9531 · chdean.com
63
WEALTHCREST FINANCIAL SERVICES, LLC — reported RAUM up 26% ($295.3M -> $371.9M). IAPD ↗
$371.9M RAUM · 5 reps · 703-372-1717 · wealthcrest.com
63
STERLING WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($283.0M -> $360.6M). IAPD ↗
$360.6M RAUM · 6 reps · 217-398-1900
63
SILVERLEAFE CAPITAL PARTNERS, LLC — reported RAUM up 30% ($311.2M -> $403.4M). IAPD ↗
$403.4M RAUM · 4 reps · 901-259-3345 · silverleafe.com
63
CONWAY CAPITAL MANAGEMENT, INC. — reported RAUM up 43% ($130.1M -> $186.0M). IAPD ↗
$186.0M RAUM · 1 reps · 213-434-1145
63
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($534.9M -> $670.7M). IAPD ↗
$670.7M RAUM · 9 reps · 610-825-3540
63
GENERATIONAL WEALTH ADVISORS — reported RAUM up 30% ($282.6M -> $366.0M). IAPD ↗
$366.0M RAUM · 10 reps · 972-378-1795
63
CEERA INVESTMENTS, LLC — reported RAUM up 30% ($252.6M -> $328.4M). IAPD ↗
$328.4M RAUM · 1 reps · 713-364 6770 · ceera.com
63
DASH INVESTMENTS — reported RAUM up 25% ($341.6M -> $427.1M). IAPD ↗
$427.1M RAUM · 5 reps · 800-549-3227
63
SOCIUS FAMILY OFFICE, LLC — reported RAUM up 26% ($728.2M -> $915.0M). IAPD ↗
$915.0M RAUM · 7 reps · 561-404-0484 · socius.com
63
LOGIC CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($227.3M -> $294.1M). IAPD ↗
$294.1M RAUM · 3 reps · 713-781-1475 · logiccapital.com
63
DAI WEALTH, LLC — reported RAUM up 41% ($108.0M -> $152.5M). IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
63
COASTWISE CAPITAL GROUP, LLC — reported RAUM up 41% ($116.4M -> $164.3M). IAPD ↗
$164.3M RAUM · 4 reps · 858-454-6670
63
VERIPAX WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($230.5M -> $289.7M). IAPD ↗
$289.7M RAUM · 2 reps · 916-358-5635 · veripax.net
63
PEACHTREE WEALTH ADVISORS, INC — reported RAUM up 28% ($215.3M -> $275.6M). IAPD ↗
$275.6M RAUM · 2 reps · 404-531-0965 · peachtreewa.com
63
ALPENGLOBAL CAPITAL, LLC — reported RAUM up 44% ($91.5M -> $132.2M). IAPD ↗
$132.2M RAUM · 1 reps · 415-424-4005 XT. 21 · alpenglobalcapital.com
63
CONCORDE ASSET MANAGEMENT, LLC — reported RAUM up 29% ($305.7M -> $395.1M). IAPD ↗
$395.1M RAUM · 67 reps · 248-824-6710 · concordeis.com
63
JACOBSON & SCHMITT ADVISORS, LLC — reported RAUM up 27% ($364.4M -> $461.2M). IAPD ↗
$461.2M RAUM · 11 reps · (608) 662-7500
63
J.J. BURNS & COMPANY — reported RAUM up 26% ($700.3M -> $885.3M). IAPD ↗
$885.3M RAUM · 6 reps · 631-390-0500
63
MERIT FINANCIAL PARTNERS LLC — reported RAUM up 28% ($200.8M -> $257.1M). IAPD ↗
$257.1M RAUM · 5 reps · 718-898-0871 · meritfinancialpartners.com
63
STARFOX FINANCIAL SERVICES, LLC — reported RAUM up 30% ($195.3M -> $252.9M). IAPD ↗
$252.9M RAUM · 3 reps · 281-764-8239
63
STEWART WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($344.3M -> $438.1M). IAPD ↗
$438.1M RAUM · 3 reps · 415-499-1544 · stewartwealthmgt.com
63
CYPRESS POINT WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($615.9M -> $797.7M). IAPD ↗
$797.7M RAUM · 3 reps · 214-736-8887 · cypresspointwealth.com
63
BLACK DIAMOND FINANCIAL, LLC — reported RAUM up 28% ($545.9M -> $701.4M). IAPD ↗
$701.4M RAUM · 9 reps · 443-841-7772 · blackdfinancial.com
63
MCILRATH & ECK, LLC — reported RAUM up 29% ($649.4M -> $839.6M). IAPD ↗
$839.6M RAUM · 6 reps · (360) 657-8600 · mcilratheck.com
63
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — reported RAUM up 29% ($352.7M -> $454.6M). IAPD ↗
$454.6M RAUM · 8 reps · 877-213-7233 · safeguardinvestment.com
63
ALTERNA WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($666.2M -> $861.0M). IAPD ↗
$861.0M RAUM · 14 reps · 713-885-9843 · alternawealthmanagement.com
63
FAMILY FIDUCIARY SERVICES, INC. — reported RAUM up 41% ($123.5M -> $174.7M). IAPD ↗
$174.7M RAUM · 7 reps · 978-922-0050 · familyfiduciary.net
63
LIGHTHOUSE RETIREMENT — reported RAUM up 44% ($96.6M -> $139.0M). IAPD ↗
$139.0M RAUM · 1 reps · 772-299-7169 · lighthouseretirement.com
63
NIXON CAPITAL LLC — reported RAUM up 29% ($199.0M -> $256.3M). IAPD ↗
$256.3M RAUM · 4 reps · 512.354.2491 · nixoncapital.com
63
THE ETF STORE, INC. — reported RAUM up 27% ($205.1M -> $259.6M). IAPD ↗
$259.6M RAUM · 9 reps · 877-365-3837
63
OLD WEST INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($319.6M -> $401.9M). IAPD ↗
$401.9M RAUM · 7 reps · (213) 943-1740 · oldwestim.com
63
OLD NORTH STATE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($265.9M -> $335.2M). IAPD ↗
$335.2M RAUM · 6 reps · 910-509-3800 · thefamilycfo.com
63
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($549.1M -> $689.1M). IAPD ↗
$689.1M RAUM · 6 reps · (920) 882-5299
63
GIVERNY CAPITAL ADVISORS — reported RAUM up 27% ($258.2M -> $329.1M). IAPD ↗
$329.1M RAUM · 2 reps · 609-759-1250
63
FOUNTAINHEAD FINANCIAL, LLC — reported RAUM up 30% ($264.3M -> $342.6M). IAPD ↗
$342.6M RAUM · 2 reps · 312-222-9840 · fountainheadfinancial.us
63
IRONWOOD FINANCIAL, LLC — reported RAUM up 25% ($364.2M -> $456.5M). IAPD ↗
$456.5M RAUM · 7 reps · 520-318-4600 · ironwoodfinancial.com
63
ANDINA FAMILY OFFICES — reported RAUM up 26% ($642.1M -> $808.5M). IAPD ↗
$808.5M RAUM · 10 reps · 801-653-0564 · andinaadvisors.com
63
ACUMEN FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($306.1M -> $390.1M). IAPD ↗
$390.1M RAUM · 1 reps · 952-521-1625
63
SOUTHLAND EQUITY PARTNERS, LLC. — reported RAUM up 26% ($505.1M -> $636.4M). IAPD ↗
$636.4M RAUM · 21 reps · 770.998.5879 · westernreservecm.com
63
WESTSIDE INVESTMENT MANAGEMENT, LLC — reported RAUM up 29% ($511.5M -> $659.4M). IAPD ↗
$659.4M RAUM · 8 reps · 310-315-9400
63
JT STRATFORD, LLC — reported RAUM up 26% ($510.6M -> $644.9M). IAPD ↗
$644.9M RAUM · 14 reps · 770-534-6046
63
BEACON CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($673.1M -> $859.2M). IAPD ↗
$859.2M RAUM · 17 reps · 615-224-9794
63
BLUESTONE CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($224.7M -> $281.0M). IAPD ↗
$281.0M RAUM · 4 reps · 610-337-6500 · bluestonecm.com
63
BENCHMARK INVESTMENT ADVISORS LLC — reported RAUM up 28% ($211.0M -> $270.2M). IAPD ↗
$270.2M RAUM · 4 reps · 312-552-7160 · trustbenchmark.com
63
PARSONEX ADVISORY SERVICES, INC. — reported RAUM up 43% ($106.1M -> $151.6M). IAPD ↗
$151.6M RAUM · 2 reps · 303-662-8700 · parsonexadvisory.com
63
IRON HORSE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($336.8M -> $426.3M). IAPD ↗
$426.3M RAUM · 6 reps · 515-779-6250 · ironhorsewm.com
63
FIRST ADVISORS NATIONAL, LLC — reported RAUM up 28% ($350.4M -> $448.3M). IAPD ↗
$448.3M RAUM · 69 reps · 1-855-326-7427 · fanria.com
63
THE PILLAR STRATEGIES — reported RAUM up 44% ($92.7M -> $133.3M). IAPD ↗
$133.3M RAUM · 3 reps · 908-782-0001
63
ARAGON CAPITAL LLC — reported RAUM up 41% ($148.9M -> $209.9M). IAPD ↗
$209.9M RAUM · 11 reps · (786) 529-6540 · aragoncapital.com
63
HD MONEY, INC. — reported RAUM up 41% ($160.0M -> $225.9M). IAPD ↗
$225.9M RAUM · 5 reps · 941-925-2121 · hdmoneyinc.com
63
STERLING RETIREMENT GROUP OF SACRAMENTO — reported RAUM up 44% ($112.0M -> $161.0M). IAPD ↗
$161.0M RAUM · 1 reps · 916-724-1702
63
IBEX WEALTH ADVISORS, LLC — reported RAUM up 28% ($554.8M -> $709.7M). IAPD ↗
$709.7M RAUM · 5 reps · 908-849-4800 · philiprongo.com
63
KERBERROSE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($592.8M -> $752.3M). IAPD ↗
$752.3M RAUM · 12 reps · 715.526.9400
63
TROXELL FINANCIAL — reported RAUM up 26% ($665.9M -> $840.9M). IAPD ↗
$840.9M RAUM · 5 reps · (217) 321-3210 · troxellfinancial.com
63
FOURTHSTONE LLC — reported RAUM up 25% ($614.4M -> $768.8M). IAPD ↗
$768.8M RAUM · 6 reps · (800) 771-8071
63
SECURE FINANCIAL MANAGEMENT — reported RAUM up 27% ($220.9M -> $281.4M). IAPD ↗
$281.4M RAUM · 2 reps · 210-428-6250
63
SUMMIT GROUP RETIREMENT PLANNERS, INC. — reported RAUM up 26% ($206.0M -> $259.6M). IAPD ↗
$259.6M RAUM · 3 reps · 484-467-7899 · sgretirementplanners.com
63
FLOURISH WEALTH MANAGEMENT INC. — reported RAUM up 27% ($258.9M -> $327.8M). IAPD ↗
$327.8M RAUM · 4 reps · (952) 392-4474
63
ATLANTIC FAMILY WEALTH, LLC — reported RAUM up 40% ($135.1M -> $189.8M). IAPD ↗
$189.8M RAUM · 1 reps · 305-222-0977 · atlanticfamilywealth.com
63
MFA WEALTH ADVISORS, LLC — reported RAUM up 26% ($379.1M -> $479.3M). IAPD ↗
$479.3M RAUM · 9 reps · 412-343-8700
63
MADISON PARK CAPITAL ADVISORS, LLC — reported RAUM up 26% ($206.0M -> $259.4M). IAPD ↗
$259.4M RAUM · 5 reps · 206-623-6722
63
SAGE PRIVATE WEALTH GROUP, LLC — reported RAUM up 27% ($286.4M -> $364.4M). IAPD ↗
$364.4M RAUM · 13 reps · 630-933-0000
63
NAVIGATE WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($226.6M -> $294.5M). IAPD ↗
$294.5M RAUM · 7 reps · 205-224-9500 · navigatewealth.com
63
TUCKER ASSET MANAGEMENT LLC — reported RAUM up 29% ($369.4M -> $476.5M). IAPD ↗
$476.5M RAUM · 78 reps · 303-734-1234 · tuckeram.com
63
NATIONAL WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 27% ($234.1M -> $296.9M). IAPD ↗
$296.9M RAUM · 17 reps · 513-772-2592 · nwmgllc.com
63
THE GLEASON GROUP, INC. — reported RAUM up 28% ($615.8M -> $785.4M). IAPD ↗
$785.4M RAUM · 5 reps · (502) 882-7300
63
MOUNTAIN HILL INVESTMENT PARTNERS — reported RAUM up 28% ($268.2M -> $343.0M). IAPD ↗
$343.0M RAUM · 3 reps · 732-291-3188 · mhipartners.com
63
CHEQUERS FINANCIAL MANAGEMENT LLC — reported RAUM up 26% ($642.9M -> $812.0M). IAPD ↗
$812.0M RAUM · 5 reps · 415-964-5001
63
BEACON FINANCIAL PLANNING, INC — reported RAUM up 28% ($244.4M -> $311.8M). IAPD ↗
$311.8M RAUM · 5 reps · 508-790-7039 · beaconfinancialplanning.com
63
DIVERSIFI CAPITAL LLC — reported RAUM up 27% ($226.5M -> $287.6M). IAPD ↗
$287.6M RAUM · 7 reps · 650-632-5667
63
SEASIDE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($223.8M -> $284.8M). IAPD ↗
$284.8M RAUM · 5 reps · (760) 730-8120 · seasidewealth.com
63
KFA PRIVATE WEALTH GROUP, LLC — reported RAUM up 25% ($625.9M -> $784.5M). IAPD ↗
$784.5M RAUM · 12 reps · 571-386-2029
63
COMPTON WEALTH ADVISORY GROUP, LLC — reported RAUM up 26% ($506.6M -> $637.2M). IAPD ↗
$637.2M RAUM · 3 reps · 757-351-0741 · comptonwealth.com
63
GORDIAN WEALTH ADVISORS, LLC — reported RAUM up 27% ($270.9M -> $342.7M). IAPD ↗
$342.7M RAUM · 4 reps · 833-467-3426 · gordianwa.com
63
POLARIS FINANCIAL, LLC — reported RAUM up 43% ($24.0M -> $34.4M). IAPD ↗
$34.4M RAUM · 2 reps · 7089960213 · polarisportfolios.com
63
STANSBERRY ASSET MANAGEMENT, LLC — reported RAUM up 29% ($678.0M -> $875.5M). IAPD ↗
$875.5M RAUM · 6 reps · 646-854-4370 · stansberryam.com
63
OLIO FINANCIAL PLANNING — reported RAUM up 28% ($321.4M -> $412.7M). IAPD ↗
$412.7M RAUM · 7 reps · 703.459.9299
63
ACUMEN WEALTH ADVISORS, LLC — reported RAUM up 26% ($338.5M -> $427.3M). IAPD ↗
$427.3M RAUM · 10 reps · 423-825-4796 · acumenwealth.com
63
NICHOLAS WEALTH MANAGEMENT — reported RAUM up 43% ($142.4M -> $203.1M). IAPD ↗
$203.1M RAUM · 6 reps · 404-890-5606
63
SWITCHPOINT FINANCIAL PLANNING LLC — reported RAUM up 45% ($156.9M -> $227.4M). IAPD ↗
$227.4M RAUM · 3 reps · 801.753.8538
63
GLEN EAGLE ADVISORS, LLC — reported RAUM up 25% ($569.7M -> $714.2M). IAPD ↗
$714.2M RAUM · 17 reps · 609-631-8231
63
17 CAPITAL PARTNERS, LLC — reported RAUM up 43% ($129.2M -> $184.8M). IAPD ↗
$184.8M RAUM · 2 reps · (602) 718-1177 · 17capitalpartners.com
63
ARLINGTON FINANCIAL ADVISORS, LLC — reported RAUM up 28% ($740.7M -> $944.5M). IAPD ↗
$944.5M RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
63
LEGACY FINANCIAL STRATEGIES, LLC — reported RAUM up 27% ($508.7M -> $645.6M). IAPD ↗
$645.6M RAUM · 12 reps · 913-403-0600 · legacykc.com
63
LOKKEN INVESTMENT GROUP, LLC — reported RAUM up 28% ($235.8M -> $301.9M). IAPD ↗
$301.9M RAUM · 4 reps · 302-645-6650
63
CENTRAL FAMILY ADVISORS, LLC — reported RAUM up 29% ($332.1M -> $428.6M). IAPD ↗
$428.6M RAUM · 3 reps · 917-993-7115 · cenfam.com
63
WEALTH ADVISORS NW — reported RAUM up 29% ($204.7M -> $264.1M). IAPD ↗
$264.1M RAUM · 6 reps · 971-249-9930
63
TEMPUS WEALTH PLANNING, LLC — reported RAUM up 28% ($312.4M -> $400.5M). IAPD ↗
$400.5M RAUM · 10 reps · 949-393-2525
63
FLAGSTONE FINANCIAL MANAGEMENT, LLC — reported RAUM up 26% ($252.5M -> $318.0M). IAPD ↗
$318.0M RAUM · 3 reps · 402-413-0440
63
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — reported RAUM up 27% ($331.4M -> $422.0M). IAPD ↗
$422.0M RAUM · 12 reps · 866-405-1031 · askglobalwealth.com
63
REVOLVE WEALTH PARTNERS, LLC — reported RAUM up 27% ($657.3M -> $837.6M). IAPD ↗
$837.6M RAUM · 13 reps · 201-373-2163
63
INVICTA FINANCIAL GROUP — reported RAUM up 27% ($197.6M -> $251.0M). IAPD ↗
$251.0M RAUM · 9 reps · 928-344-8000 · invictafg.com
63
FIRST OAK WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($197.2M -> $252.8M). IAPD ↗
$252.8M RAUM · 3 reps · 919-421-1555
63
FINANCIAL PARTNERS GROUP, INC. — reported RAUM up 26% ($682.0M -> $859.7M). IAPD ↗
$859.7M RAUM · 9 reps · 913-826-6982
63
PRACTICE FINANCIAL GROUP — reported RAUM up 27% ($232.9M -> $295.4M). IAPD ↗
$295.4M RAUM · 5 reps · (541) 973-2602 · practicefinancialgroup.com
63
SHADE TREE ADVISORS LLC — reported RAUM up 28% ($619.0M -> $794.7M). IAPD ↗
$794.7M RAUM · 23 reps · 518-290-9460 · shadetreeadvisors.com
63
LIVELIFE CAPITAL PARTNERS LLC — reported RAUM up 29% ($220.0M -> $283.1M). IAPD ↗
$283.1M RAUM · 4 reps · (978) 315-0230 · livelifecapital.com
63
ROYAL OAK FINANCIAL ADVISORS, LLC — reported RAUM up 30% ($192.7M -> $250.0M). IAPD ↗
$250.0M RAUM · 6 reps · 248-709-6134
63
FORTRESS PRIVATE LEDGER, LLC — reported RAUM up 42% ($141.7M -> $200.7M). IAPD ↗
$200.7M RAUM · 15 reps · 919-322-2761
63
MY LEGACY ADVISORS, LLC — reported RAUM up 25% ($298.5M -> $374.1M). IAPD ↗
$374.1M RAUM · 5 reps · 541-330-0220 · myeaglewealth.com
63
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC — reported RAUM up 40% ($174.0M -> $244.3M). IAPD ↗
$244.3M RAUM · 8 reps · (508) 693-8850 · mvinvestmentadvisors.com
63
BRUTON CHISNELL ADVISORS, LLC — reported RAUM up 25% ($514.2M -> $644.5M). IAPD ↗
$644.5M RAUM · 3 reps · 610-518-3900 · bcadvisors.com
63
VINCERE WEALTH MANAGEMENT, LLC — reported RAUM up 42% ($43.8M -> $62.0M). IAPD ↗
$62.0M RAUM · 6 reps · (415) 579-0219 · vincerewealth.com
63
SOUDERS FINANCIAL ADVISORS, LLC — reported RAUM up 28% ($697.1M -> $889.9M). IAPD ↗
$889.9M RAUM · 13 reps · 513-598-2400 · myscaretirement.com
63
OXINAS PARTNERS WEALTH MANAGEMENT — reported RAUM up 26% ($235.1M -> $297.0M). IAPD ↗
$297.0M RAUM · 8 reps · (812) 725-8649
63
WEALTHSPAN PARTNERS, LLC — reported RAUM up 26% ($224.5M -> $282.5M). IAPD ↗
$282.5M RAUM · 4 reps · (563) 723-7301 · wealthspanpartners.com
63
MERKLE RETIREMENT PLANNING — reported RAUM up 28% ($260.6M -> $334.8M). IAPD ↗
$334.8M RAUM · 5 reps · 515-278-4110
63
ASIO CAPITAL LLC — reported RAUM up 27% ($393.3M -> $499.6M). IAPD ↗
$499.6M RAUM · 5 reps · 859-785-4130 · asiocapital.com
63
PHRACTION MANAGEMENT LLC — reported RAUM up 26% ($358.7M -> $451.0M). IAPD ↗
$451.0M RAUM · 3 reps · 860-531-9590 · phraction.net
63
JOURNEY WEALTH MANAGEMENT — reported RAUM up 27% ($593.0M -> $750.7M). IAPD ↗
$750.7M RAUM · 12 reps · 216-916-8424 · fsmwealthadvisors.com
63
MATCH GRADE ADVISORS — reported RAUM up 30% ($214.9M -> $279.3M). IAPD ↗
$279.3M RAUM · 5 reps · 864-250-0661
63
MATTERN CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($722.4M -> $918.0M). IAPD ↗
$918.0M RAUM · 5 reps · 720-710-2934
63
SKYOAK WEALTH — reported RAUM up 27% ($391.8M -> $497.0M). IAPD ↗
$497.0M RAUM · 5 reps · 248-348-6500 · skyoakwealth.com
63
COREPATH WEALTH PARTNERS LLC — reported RAUM up 27% ($274.0M -> $348.2M). IAPD ↗
$348.2M RAUM · 6 reps · (480) 448-0334 · corepathwealthpartners.com
63
ALAPOCAS INVESTMENT PARTNERS, INC. — reported RAUM up 43% ($135.2M -> $193.5M). IAPD ↗
$193.5M RAUM · 2 reps · 781-376-2015 · alapocasip.com
63
HUDSON VALUE PARTNERS, LLC — reported RAUM up 26% ($334.6M -> $421.3M). IAPD ↗
$421.3M RAUM · 4 reps · 646-343-9772 · hudsonvaluepartners.com
63
ABSHER WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($750.6M -> $944.3M). IAPD ↗
$944.3M RAUM · 6 reps · 919-283-2340 · absherwealth.com
63
B.A. SCHROCK WEALTH MANAGEMENT — reported RAUM up 41% ($114.6M -> $162.1M). IAPD ↗
$162.1M RAUM · 5 reps · 330-473-1060 · baschrock-fg.com
63
BLUE ZONE WEALTH ADVISORS, LLC — reported RAUM up 27% ($363.1M -> $462.3M). IAPD ↗
$462.3M RAUM · 4 reps · (310) 310-2789 · bluezoneadvisory.com
63
BURFORD BROTHERS, INC. — reported RAUM up 29% ($233.3M -> $300.4M). IAPD ↗
$300.4M RAUM · 3 reps · 214-523-2333
63
GETTINGS REED FINANCIAL — reported RAUM up 26% ($298.2M -> $376.2M). IAPD ↗
$376.2M RAUM · 6 reps · 765-742-7366 · gettingsreed.com
63
LANSING STREET ADVISORS — reported RAUM up 25% ($302.5M -> $378.9M). IAPD ↗
$378.9M RAUM · 4 reps · 215-718-2063 · lansingadv.com
63
VISTA ADVISOR GROUP, LLC — reported RAUM up 41% ($147.7M -> $207.7M). IAPD ↗
$207.7M RAUM · 3 reps · 925-476-4646 · vistaadvisorgroup.com
63
AIRE ADVISORS, LLC — reported RAUM up 29% ($640.1M -> $827.4M). IAPD ↗
$827.4M RAUM · 7 reps · 310-277-2473
63
BRANDYWINE ASSET MANAGEMENT — reported RAUM up 42% ($115.0M -> $163.0M). IAPD ↗
$163.0M RAUM · 2 reps · 610-361-1000
63
NOMAD — reported RAUM up 43% ($150.4M -> $215.0M). IAPD ↗
$215.0M RAUM · 22 reps · 1-888-998-2261 · nomadglobal.com
63
ADAMSBROWN WEALTH CONSULTANTS LLC — reported RAUM up 29% ($503.9M -> $651.7M). IAPD ↗
$651.7M RAUM · 14 reps · (620) 792-2428 · adamsbrownwc.com
63
OLDE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($226.4M -> $284.2M). IAPD ↗
$284.2M RAUM · 2 reps · 4254957484
63
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC — reported RAUM up 41% ($64.2M -> $90.8M). IAPD ↗
$90.8M RAUM · 36 reps · 917 750-5588 · simafunds.com
63
RISE ADVISORS, LLC — reported RAUM up 25% ($200.0M -> $250.1M). IAPD ↗
$250.1M RAUM · 5 reps · 585-565-3444 · riseadvisorsgroup.com
63
LEVERTY FINANCIAL GROUP, LLC — reported RAUM up 28% ($377.1M -> $481.3M). IAPD ↗
$481.3M RAUM · 5 reps · 715-377-2080
63
PACK PRIVATE WEALTH, LLC — reported RAUM up 40% ($172.0M -> $241.2M). IAPD ↗
$241.2M RAUM · 2 reps · (952) 563-9811 · packprivatewealth.com
63
PACIFIC POINT ADVISORS, LLC — reported RAUM up 43% ($148.5M -> $212.2M). IAPD ↗
$212.2M RAUM · 5 reps · 858-356-6600
63
CERRO PACIFIC WEALTH ADVISORS, LLC — reported RAUM up 26% ($351.3M -> $441.4M). IAPD ↗
$441.4M RAUM · 5 reps · 805-457-3300
63
MY PROSPER TEAM — reported RAUM up 41% ($28.2M -> $39.7M). IAPD ↗
$39.7M RAUM · 3 reps · 801-889-1341
63
NAVIS WEALTH ADVISORS LLC — reported RAUM up 29% ($317.4M -> $409.7M). IAPD ↗
$409.7M RAUM · 5 reps · 914-848-8300
63
CAPITAL WEALTH INVESTMENTS — reported RAUM up 28% ($256.6M -> $328.3M). IAPD ↗
$328.3M RAUM · 2 reps · 570-543-5255 · capitalwealthinvestments.com
63
MOTIVE WEALTH ADVISORS, LLC — reported RAUM up 26% ($222.0M -> $278.9M). IAPD ↗
$278.9M RAUM · 2 reps · 248-987-5731 · motivewealth.com
63
HARBOR ADVISORS — reported RAUM up 26% ($546.7M -> $690.2M). IAPD ↗
$690.2M RAUM · 1 reps · 561-459-2946
63
LANGLEY WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($203.9M -> $255.8M). IAPD ↗
$255.8M RAUM · 2 reps · (662) 872-3051 · langleywm.com
63
ALLEGIANCE FINANCIAL GROUP — reported RAUM up 27% ($328.6M -> $418.8M). IAPD ↗
$418.8M RAUM · 4 reps · (703) 242-7900
63
NEXT LEVEL PRIVATE LLC — reported RAUM up 26% ($643.4M -> $810.7M). IAPD ↗
$810.7M RAUM · 7 reps · (914) 431-5255 · nxtprivate.com
63
INSIGHT CAPITAL MANAGEMENT — reported RAUM up 28% ($220.6M -> $281.6M). IAPD ↗
$281.6M RAUM · 4 reps · 925-362-9571
63
POINTOAK RETIREMENT ADVISORS — reported RAUM up 26% ($215.5M -> $270.9M). IAPD ↗
$270.9M RAUM · 1 reps · 703-595-4444
63
STRONG TOWER ADVISORY SERVICES — reported RAUM up 25% ($341.4M -> $427.5M). IAPD ↗
$427.5M RAUM · 3 reps · 612-436-3750 · strongtowerwm.com
63
BLACK TORO LLC — reported RAUM up 42% ($158.8M -> $226.1M). IAPD ↗
$226.1M RAUM · 2 reps · 786 753-7009 · blacktoro.us
63
ENZI WEALTH — reported RAUM up 26% ($266.9M -> $337.0M). IAPD ↗
$337.0M RAUM · 4 reps · 512-795-0030 · fb.com
63
ARBOR PRIVATE WEALTH, LLC — reported RAUM up 43% ($106.3M -> $151.9M). IAPD ↗
$151.9M RAUM · 3 reps · 703-559-7975 · arborpw.com
63
FAMILY FINANCIAL — reported RAUM up 45% ($127.6M -> $184.9M). IAPD ↗
$184.9M RAUM · 4 reps · (310) 598-8481 · familyfinancial.biz
63
ATLAS FIDUCIARY SERVICES, INC. — reported RAUM up 28% ($197.9M -> $253.6M). IAPD ↗
$253.6M RAUM · 2 reps · 603-581-7125 · afgplanning.com
63
CORE WEALTH PARTNERS LLC — reported RAUM up 27% ($224.2M -> $284.0M). IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
63
ABLE FINANCIAL GROUP, LLC — reported RAUM up 30% ($360.4M -> $467.4M). IAPD ↗
$467.4M RAUM · 7 reps · 480-258-6104 · ablefinancialgroup.com
63
MADDIX HOLDINGS — reported RAUM up 43% ($112.5M -> $160.5M). IAPD ↗
$160.5M RAUM · 4 reps · 8019929783
63
SORENSON IMPACT — reported RAUM up 41% ($159.4M -> $224.6M). IAPD ↗
$224.6M RAUM · 2 reps · 801-490-1002 · sorensonimpact.com
63
CORNERSTONE FINANCIAL GROUP — reported RAUM up 43% ($102.9M -> $146.9M). IAPD ↗
$146.9M RAUM · 4 reps · 920-832-3821 · cfgwi.com
63
SGROI WEALTH — reported RAUM up 41% ($65.1M -> $91.9M). IAPD ↗
$91.9M RAUM · 3 reps · 518-477-3626 · sgroiwealth.com
63
OMNIA WEALTH MANAGEMENT LLC — reported RAUM up 42% ($142.8M -> $202.5M). IAPD ↗
$202.5M RAUM · 2 reps · 480-701-6620
63
CASCADE FINANCIAL PARTNERS, LLC — reported RAUM up 29% ($755.1M -> $973.9M). IAPD ↗
$973.9M RAUM · 4 reps · 858-379-6701 · cascadefinancialpartners.com
63
SPIREPOINT PRIVATE CLIENT, LLC — reported RAUM up 28% ($730.3M -> $934.1M). IAPD ↗
$934.1M RAUM · 5 reps · 772-316-1271 · spirepointpc.com
63
WINTRUST INVESTMENTS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$14.42B RAUM · 147 reps · 312-431-1700 · fcbadvisors.com
63
HILLTOP SECURITIES INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.87B RAUM · 113 reps · 214-859-1800 · advisor.hilltopsecurities.com
63
ROBERT W. BAIRD & CO. INCORPORATED — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$287.51B RAUM · 2966 reps · 414-765-3500
63
CAPITOL SECURITIES MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.40B RAUM · 127 reps · 888-612-1484 · josephmauriello.capitolsecurities.com
63
MOMENTUM INDEPENDENT NETWORK INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.12B RAUM · 139 reps · 214-859-1800 · jeffneisler.com
63
THE INVESTMENT COUNSEL COMPANY — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.64B RAUM · 8 reps · 702-871-8510 · iccnv.com
63
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$9.33B RAUM · 484 reps · 480-991-0225 · unitedplanners.com
63
BALDWIN BROTHERS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.28B RAUM · 12 reps · (508) 748-0800 · baldwinbrothersinc.com
63
1834 INVESTMENT ADVISORS CO. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.12B RAUM · 17 reps · (414) 615-1012 · 1834investmentadvisors.com
63
CHOATE INVESTMENT ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$7.50B RAUM · 17 reps · 617-973-4900 · choateia.com
63
MITCHELL SINKLER & STARR — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.59B RAUM · 7 reps · 215-665-1450 · mitchellsinklerandstarr.com
63
STACK FINANCIAL MANAGEMENT INC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.80B RAUM · 8 reps · 406-862-8000
63
MATRIX ASSET ADVISORS INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.02B RAUM · 7 reps · 212-486-2004 · matrixadvisorsdividendfund.com
63
ASI WEALTH MANAGEMENT & CONSULTING SERVICES — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.73B RAUM · 7 reps · 541-617-0898
63
FIDUCIARY ADVISORS, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.54B RAUM · 2 reps · 314-726-5150 · fiduciaryadv.com
63
HCR WEALTH ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.50B RAUM · 6 reps · 310-473-5445 · hcrwealth.com
63
DIVERSIFIED PORTFOLIOS, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.55B RAUM · 9 reps · 248-644-3030 · divport.com
63
KCM INVESTMENT ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$5.30B RAUM · 9 reps · 415-461-7788 · kcmadvisors.com
63
HIGHLAND CONSULTING ASSOCIATES INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$17.84B RAUM · 19 reps · 440-808-1500 · highlandusa.net
63
WE FAMILY OFFICES — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$13.91B RAUM · 22 reps · 305-825-2225
63
GRIES FINANCIAL LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.22B RAUM · 13 reps · 216-861-1148 · gries.com
63
NWF ADVISORY SERVICES INC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$3.71B RAUM · 2 reps · 310-475-5854 · nwfadvisory.com
63
SARATOGA RESEARCH & INVESTMENT MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.74B RAUM · 13 reps · (408) 741-2330 · saratogarim.com
63
SILVEROAK WEALTH MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.52B RAUM · 6 reps · 952-896-5700 · silveroakwealth.com
63
BROWNSON, REHMUS & FOXWORTH, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$4.03B RAUM · 14 reps · 312-346-5850 · brfadvisors.com
63
GREAT LAKES ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$13.86B RAUM · 41 reps · 312-431-1700 · greatlakesadvisors.com
63
TLG ADVISORS, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.66B RAUM · 137 reps · 888-371-0013 · tlgadvisors.net
63
ALLWORTH FINANCIAL, L.P. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$19.31B RAUM · 156 reps · 916-482-2196 · advisor.allworthfinancial.com
63
AZZAD ASSET MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.49B RAUM · 8 reps · 703-207-7005
63
COOPER MCMANUS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.58B RAUM · 38 reps · 800-516-5333 · newportinvestors.com
63
BOUCHEY FINANCIAL GROUP LTD — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.16B RAUM · 19 reps · 518-720-3333 · boucheyfinancial.com
63
IPI WEALTH MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.15B RAUM · 75 reps · 217-425-6340
63
SPIRE WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$4.78B RAUM · 93 reps · 703-657-6060 · levorchickwealth.com
63
FOCUS FINANCIAL — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$5.39B RAUM · 121 reps · 651-631-8166 · focusfinancial.com
63
NFP RETIREMENT INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$96.45B RAUM · 131 reps · 949.460.9898 · nfp.com
63
GW&K INVESTMENT MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$50.70B RAUM · 54 reps · 617-236-8900 · gwkinvest.com
63
RKL PRIVATE WEALTH — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.80B RAUM · 25 reps · (717) 399-1700
63
SB CAPITAL MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.09B RAUM · 6 reps · 818-774-1000 X 105 · singerburke.com
63
AVIDIAN WEALTH SOLUTIONS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$3.11B RAUM · 30 reps · 281-822-8800 · retirementsurvivalguide.com
63
STRAIGHTLINE — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.12B RAUM · 10 reps · 248-269-8366 · straightline.com
63
CUTLER INVESTMENT GROUP — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.18B RAUM · 17 reps · 541-770-9000
63
CARY STREET PARTNERS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$6.98B RAUM · 71 reps · (804) 340-8100
63
ABACUS WEALTH PARTNERS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$3.14B RAUM · 36 reps · 888-422-2287 · abacuswealth.com
63
ALPHAPOINT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$4.58B RAUM · 1 reps · 949-718-4575
63
PERIGON WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$6.94B RAUM · 73 reps · (877) 977-2555
63
PHILLIPS FINANCIAL — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.06B RAUM · 16 reps · 260-420-7732
63
SBK FINANCIAL, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.13B RAUM · 8 reps · 804-237-1700 · sbkfinancial.com
63
PALISADE ASSET MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.20B RAUM · 5 reps · 612-455-2900
63
AUREUS ASSET MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$6.96B RAUM · 8 reps · 617.728.8900 · aureus-asset.com
63
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$3.65B RAUM · 17 reps · 617-226-9999 · reyndersmcveigh.com
63
WEST FINANCIAL SERVICES, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.16B RAUM · 22 reps · 703-847-2500 · westfinancial.com
63
ZUCKERMAN INVESTMENT GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.54B RAUM · 8 reps · 312-948-8000
63
CALAMOS WEALTH MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$3.33B RAUM · 33 reps · 630.245.7200
63
SMITH ANGLIN FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.57B RAUM · 16 reps · (972) 267-1244
63
WINTHROP CAPITAL MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$3.80B RAUM · 8 reps · 317-663-7500 · winthropcm.com
63
HIGHTOWER ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$130.24B RAUM · 792 reps · 312-962-3800 · clearperspectiveadvisors.com
63
PROMUS CAPITAL, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.41B RAUM · 7 reps · 312-784-3990
63
EAGLE RIDGE INVESTMENT MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.16B RAUM · 7 reps · 203-227-4515
63
NORTH PIER FIDUCIARY MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.03B RAUM · 10 reps · 800-403-7065 · npier.com
63
AVIOR WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$3.99B RAUM · 97 reps · 402-218-4064
63
MARKS GROUP WEALTH MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.69B RAUM · 9 reps · 952-582-6100 · marksgroup.com
63
CARNEGIE INVESTMENT COUNSEL — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$4.52B RAUM · 36 reps · 216-367-4114
63
FINACCESS ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$4.05B RAUM · 7 reps · 305.377.1112
63
GARDE CAPITAL, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.09B RAUM · 9 reps · 206-552-7900 · gardecapital.com
63
CAHABA WEALTH MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.50B RAUM · 12 reps · 404-549-7678
63
CREATIVEONE SECURITIES, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.72B RAUM · 123 reps · 913-814-6097
63
RED DOOR WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.79B RAUM · 8 reps · 901-681-0018
63
KESTRA PRIVATE WEALTH SERVICES, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$7.30B RAUM · 158 reps · 844-553-7872
63
DESCHUTES INVESTMENT CONSULTING, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.13B RAUM · 8 reps · 503-224-3700 · deschutesinvestment.com
63
ADVISORY ALPHA, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$3.00B RAUM · 60 reps · 866-530-1400 · advisoryalpha.com
63
WITHUM WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.58B RAUM · 11 reps · 732-450-0147
63
NOVEM GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.17B RAUM · 50 reps · 585-348-9525 · novemgroup.com
63
GREENLINE PARTNERS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.61B RAUM · 3 reps · 646-470-8714 · glinepartners.com
63
ISC ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.28B RAUM · 28 reps · 214 520 1115
63
NORTHWEST FINANCIAL ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.65B RAUM · 33 reps · 703-810-1072 · nwfllc.com
63
GOLDEN STATE WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.69B RAUM · 51 reps · 866.273.1563 · cfmplanners.com
63
FUSION FAMILY WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.01B RAUM · 5 reps · (516) 206-1320 · fusionfamilywealth.com
63
PRIVATE CAPITAL MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.14B RAUM · 7 reps · (239) 254-2500
63
NEWEDGE ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$18.43B RAUM · 396 reps · 504-459-4391 · threepeakswealth.com
63
COMPOUND PLANNING — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.40B RAUM · 13 reps · 888-533-9364 · thomasadvisoryservices.com
63
GOOD LIFE ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.90B RAUM · 100 reps · 610-898-6927 · templeton-cornerstonecolumbia.com
63
CLEAR INVESTMENT RESEARCH, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$5.84B RAUM · 3 reps · 678-293-8667 · clearinvestmentresearch.com
63
THE WEALTH CONSULTING GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$5.19B RAUM · 160 reps · 702-263-1919 · fideswealth.com
63
RIVER WEALTH ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.06B RAUM · 7 reps · 717-888-9830 · riverwealthadvisors.com
63
THE FIDUCIARY GROUP — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.61B RAUM · 11 reps · 912-303-9000 · tfginvest.com
63
CLAYTON FINANCIAL GROUP, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.52B RAUM · 7 reps · (314) 446-3250
63
CREATIVEONE WEALTH, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.43B RAUM · 188 reps · (888) 798-2360 · fullarcwealth.com
63
MARIETTA WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.15B RAUM · 9 reps · 404-549-6930 · mariettawealth.com
63
3EDGE ASSET MANAGEMENT, LP — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.33B RAUM · 12 reps · 844-903-3343
63
MANHATTAN WEST ASSET MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.04B RAUM · 33 reps · 310-341-4585
63
ALERA INVESTMENT ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$2.73B RAUM · 52 reps · (847) 457-3000
63
INNOVIA WEALTH, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$2.04B RAUM · 18 reps · 616-719-5007
63
9258 WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.03B RAUM · 10 reps · 513-791-9258
63
PASADENA PRIVATE WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.21B RAUM · 6 reps · 626-993-9300 · pasadenaprivatewealth.com
63
FOSTER DYKEMA CABOT & PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.71B RAUM · 8 reps · 617-423-3900 · focusfinancialpartners.com
63
SIMPLICITY WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$3.17B RAUM · 159 reps · 844-220-8326 · augusthvelten.com
63
TSCHETTER GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.81B RAUM · 11 reps · 425-998-9960 · tschettergroup.com
63
WILLIAMS JONES WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$10.57B RAUM · 17 reps · 212-935-8750 · focusfinancialpartners.com
63
VENTURE VISIONARY PARTNERS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.92B RAUM · 16 reps · (419) 464-7401 · venturevp.com
63
THE AMERIFLEX GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$6.52B RAUM · 149 reps · (702) 987-9730 · theameriflexgroup.com
63
MAIN STREET FINANCIAL SOLUTIONS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.77B RAUM · 35 reps · 215-259-5021
63
LEGACY KNIGHT MFO, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$1.23B RAUM · 13 reps · 945-536-5580 · legacyknight.com
63
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$7.32B RAUM · 50 reps · 512-600-5390
63
SCS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.29B RAUM · 20 reps · 425-452-1222
63
BELZBERG & CO. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.48B RAUM · 11 reps · 212-390-9768
63
CALLAN FAMILY OFFICE, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$4.77B RAUM · 14 reps · (877) 506-7990 · callanfamilyoffice.com
63
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.45B RAUM · 5 reps · 212-697-1000 · ccwmlp.com
63
VALIDUS CAPITAL LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.63B RAUM · 6 reps · (424) 499-1360 · validus-cap.com
63
NORDWAND ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$3.49B RAUM · 5 reps · 484-630-2510
63
MODERN WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.07B RAUM · 36 reps · 913-393-1000
63
FIRST MANHATTAN CO. LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$31.83B RAUM · 47 reps · 212-756-3300
63
CATALYTIC WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.71B RAUM · 15 reps · 617-234-7000
63
STONEBRIDGE FINANCIAL GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.58B RAUM · 13 reps · 717-736-7007
62
THOMPSON DAVIS ASSET MANAGEMENT — reported RAUM up 37% ($116.2M -> $159.5M). IAPD ↗
$159.5M RAUM · 7 reps · 804-644-6380
62
BOULDER WEALTH ADVISORS, LLC — reported RAUM up 36% ($180.9M -> $246.3M). IAPD ↗
$246.3M RAUM · 2 reps · 303-444-1161 · boulderwealthadvisors.com
62
INVESTORS PORTFOLIO SERVICES LLC — reported RAUM up 38% ($134.7M -> $185.9M). IAPD ↗
$185.9M RAUM · 3 reps · 253-770-8118
62
LEE INVESTMENT MANAGEMENT LLC — reported RAUM up 38% ($54.8M -> $75.3M). IAPD ↗
$75.3M RAUM · 1 reps · 518-580-0088 · leemgt.com
62
GORDIAN ADVISORS, LLC — reported RAUM up 37% ($157.2M -> $215.7M). IAPD ↗
$215.7M RAUM · 3 reps · 520-615-2779 · gordianadvisors.com
62
PROMETHEUS CAPITAL MANAGEMENT CORP. — reported RAUM up 37% ($163.7M -> $223.7M). IAPD ↗
$223.7M RAUM · 3 reps · 215-321-9312 · procap.net
62
GODFREY FINANCIAL ASSOCIATES, INC. — reported RAUM up 36% ($101.1M -> $137.5M). IAPD ↗
$137.5M RAUM · 2 reps · 518-767-2574
62
OAKBOURNE ADVISORS — reported RAUM up 35% ($144.8M -> $195.7M). IAPD ↗
$195.7M RAUM · 7 reps · 908-850-9991 · nstarinvest.com
62
GRAVITY CAPITAL MANAGEMENT LLC — reported RAUM up 37% ($49.5M -> $67.9M). IAPD ↗
$67.9M RAUM · 2 reps · 917-558-4968
62
DAVIES FINANCIAL ADVISORS, INC. — reported RAUM up 40% ($118.5M -> $165.3M). IAPD ↗
$165.3M RAUM · 4 reps · 951-677-3960
62
LIFEPLAN GROUP — reported RAUM up 39% ($132.8M -> $184.0M). IAPD ↗
$184.0M RAUM · 4 reps · 919-858-6119 · lifeplangroup.com
62
GATOR CAPITAL MANAGEMENT, LLC — reported RAUM up 40% ($166.6M -> $233.1M). IAPD ↗
$233.1M RAUM · 2 reps · (813) 282-7870 · gatorcapital.com
62
16TH AMENDMENT ADVISORS LLC — reported RAUM up 39% ($164.5M -> $228.8M). IAPD ↗
$228.8M RAUM · 6 reps · 212-332-1600 · 16thadvisors.com
62
MCBROOM & ASSOCIATES, LLC — reported RAUM up 39% ($124.2M -> $173.1M). IAPD ↗
$173.1M RAUM · 2 reps · 702-267-6649
62
MORI HUSTON PARTNERS — reported RAUM up 36% ($156.9M -> $212.8M). IAPD ↗
$212.8M RAUM · 3 reps · 305-856-9303 · morihuston.com
62
ALLIANCE INVESTMENT MANAGEMENT, LLC — reported RAUM up 37% ($119.0M -> $162.7M). IAPD ↗
$162.7M RAUM · 2 reps · 800-890-1246 · allianceim.com
62
TORTUGA WEALTH MANAGEMENT — reported RAUM up 35% ($101.3M -> $136.9M). IAPD ↗
$136.9M RAUM · 4 reps · 310-935-0275 · tortugawealth.com
62
NRI WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($125.5M -> $175.2M). IAPD ↗
$175.2M RAUM · 2 reps · 408-373-5570 · nriwealth.com
62
KROON & MITCHELL ASSET MANAGEMENT LLC — reported RAUM up 38% ($119.6M -> $165.3M). IAPD ↗
$165.3M RAUM · 3 reps · 616-356-2002
62
SCOTTSDALE WEALTH PLANNING, INC. — reported RAUM up 35% ($102.4M -> $138.4M). IAPD ↗
$138.4M RAUM · 1 reps · (480) 550-8555
62
SIMS INVESTMENT MANAGEMENT LLC — reported RAUM up 38% ($140.0M -> $193.7M). IAPD ↗
$193.7M RAUM · 4 reps · 513-278-7467 · simsinvestment.com
62
MILLENNIAL ADVISERS, LLC. — reported RAUM up 37% ($28.8M -> $39.5M). IAPD ↗
$39.5M RAUM · 11 reps · 646-532-2400
62
MILLER WEALTH ADVISORS, LLC — reported RAUM up 39% ($105.8M -> $146.8M). IAPD ↗
$146.8M RAUM · 2 reps · (713) 252-1661 · miller-wealthadvisors.com
62
LAUFER WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($89.9M -> $122.7M). IAPD ↗
$122.7M RAUM · 1 reps · 631-226-9600 · lauferllp.com
62
UPSTART WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($182.5M -> $248.0M). IAPD ↗
$248.0M RAUM · 4 reps · (415) 549-0646
62
RED MOUNTAIN FINANCIAL PARTNERS — reported RAUM up 40% ($121.1M -> $169.3M). IAPD ↗
$169.3M RAUM · 3 reps · 970-259-1313 · redmountainfinancialpartners.com
62
PENNEY FINANCIAL — reported RAUM up 39% ($134.1M -> $185.9M). IAPD ↗
$185.9M RAUM · 3 reps · 713-300-5165
62
AQUILANT ADVISORS — reported RAUM up 39% ($130.7M -> $182.2M). IAPD ↗
$182.2M RAUM · 2 reps · 314-309-2078 · aquilantadvisors.com
62
MARTIN WEALTH SOLUTIONS — reported RAUM up 39% ($132.3M -> $184.1M). IAPD ↗
$184.1M RAUM · 2 reps · 540-639-4810 · planwellretirehappy.com
62
CLARITY WEALTH MANAGEMENT, L.L.C. — reported RAUM up 36% ($107.1M -> $145.8M). IAPD ↗
$145.8M RAUM · 4 reps · 480-962-1181
62
SANCTUARY ADVISORS — reported RAUM up 39% ($169.7M -> $235.5M). IAPD ↗
$235.5M RAUM · 2 reps · (303) 220-5374 · sanctuaryadvisors.com
62
MOTIV8 INVESTMENTS LLC — reported RAUM up 37% ($118.1M -> $161.4M). IAPD ↗
$161.4M RAUM · 14 reps · 772-247-4488 · wellpreserved.info
62
IAMS WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($152.7M -> $213.2M). IAPD ↗
$213.2M RAUM · 56 reps · (888)255-7670 · iamswm.com
62
ROBBINS FARLEY LLC — reported RAUM up 36% ($136.6M -> $186.4M). IAPD ↗
$186.4M RAUM · 4 reps · 603-703-0255
62
SUNBEAM CAPITAL MANAGEMENT, LLC — reported RAUM up 35% ($113.0M -> $152.7M). IAPD ↗
$152.7M RAUM · 2 reps · (901) 229-2132
62
KINWELL LLC — reported RAUM up 35% ($109.9M -> $148.7M). IAPD ↗
$148.7M RAUM · 2 reps · (843) 308-1639 · kinwell.financial
62
SEYMOUR ASSET MANAGEMENT LLC — reported RAUM up 38% ($43.5M -> $60.0M). IAPD ↗
$60.0M RAUM · 1 reps · 2123414030 · seymouram.com
62
RE-ENVISION WEALTH — reported RAUM up 40% ($64.6M -> $90.2M). IAPD ↗
$90.2M RAUM · 4 reps · 301-233-7903 · re-envisionwealth.com
62
REDBUD ADVISORS — reported RAUM up 36% ($149.9M -> $203.8M). IAPD ↗
$203.8M RAUM · 4 reps · 512-222-6968 · redbudadvisorsatx.com
62
AUSTIN MONEY MANAGEMENT CORPORATION — reported RAUM up 35% ($158.2M -> $213.8M). IAPD ↗
$213.8M RAUM · 1 reps · (512) 607-5008 · austinmoneymanagement.com
62
APRICUS WEALTH LLC — reported RAUM up 36% ($167.4M -> $227.1M). IAPD ↗
$227.1M RAUM · 4 reps · 610-329-4899 · apricuswealth.com
62
APEX STRATEGIC WEALTH, LLC — reported RAUM up 37% ($146.2M -> $200.9M). IAPD ↗
$200.9M RAUM · 6 reps · 423 267 0046 · apxstrategicwealth.com
62
HF ADVISORY GROUP, LLC — reported RAUM up 40% ($135.6M -> $189.1M). IAPD ↗
$189.1M RAUM · 3 reps · (410)-571-1415
62
STRAIT & SOUND — reported RAUM up 39% ($178.8M -> $248.3M). IAPD ↗
$248.3M RAUM · 7 reps · (425) 577-7710
62
SHINING ROCK ADVISORS LLC — reported RAUM up 38% ($116.1M -> $160.6M). IAPD ↗
$160.6M RAUM · 2 reps · 617-987-1307 · shiningrockadvisors.com
62
WHALEN FINANCIAL — reported RAUM up 36% ($116.0M -> $157.9M). IAPD ↗
$157.9M RAUM · 1 reps · 702-878-3900
62
MISSION FINANCIAL GROUP, LLC — reported RAUM up 36% ($130.8M -> $178.3M). IAPD ↗
$178.3M RAUM · 2 reps · 808-445-9965
62
KIRK CAPITAL ADVISORS LLC — reported RAUM up 39% ($108.0M -> $149.7M). IAPD ↗
$149.7M RAUM · 2 reps · 888.340.5475
62
FORTITUDE FINANCIAL LLC — reported RAUM up 38% ($168.1M -> $232.8M). IAPD ↗
$232.8M RAUM · 3 reps · 509-931-1199
62
TALISMAN WEALTH ADVISORS, LLC — reported RAUM up 38% ($139.7M -> $192.1M). IAPD ↗
$192.1M RAUM · 2 reps · (908) 519-8120 · talismanwealthadvisors.com
62
INTEGRITY FINANCIAL ADVISORS, LLC — reported RAUM up 37% ($75.5M -> $103.6M). IAPD ↗
$103.6M RAUM · 8 reps · 978-338-4830 · integrityfa.com
62
ROOTED WEALTH ADVISORS — reported RAUM up 37% ($163.3M -> $223.0M). IAPD ↗
$223.0M RAUM · 6 reps · 815-918-4727 · playbook4retirement.com
62
THE FUTURE FUND LLC — reported RAUM up 38% ($26.3M -> $36.3M). IAPD ↗
$36.3M RAUM · 2 reps · 312-825-1280 · thefuturefund.com
62
PIN WEALTH — reported RAUM up 35% ($61.7M -> $83.5M). IAPD ↗
$83.5M RAUM · 2 reps · 781-239-1187 · pinboston.com
62
OAC CAPITAL ADVISORS LLC — reported RAUM up 39% ($114.8M -> $159.8M). IAPD ↗
$159.8M RAUM · 2 reps · 345-749-4505
62
DHODY INVESTMENT GROUP — reported RAUM up 36% ($169.9M -> $230.8M). IAPD ↗
$230.8M RAUM · 3 reps · (305) 433-4250
62
ADVISOR.COM — reported RAUM up 36% ($42.8M -> $58.2M). IAPD ↗
$58.2M RAUM · 1 reps · 888-868-1944 · advisor.com
62
THE CLIFFORD GROUP LLC — reported RAUM up 40% ($119.0M -> $166.3M). IAPD ↗
$166.3M RAUM · 2 reps · (617) 600-2083 · thecliffordgrp.com
62
VIVID WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($126.3M -> $171.9M). IAPD ↗
$171.9M RAUM · 2 reps · (515) 480-7593
62
NAVIQUANT — reported RAUM up 38% ($116.7M -> $161.5M). IAPD ↗
$161.5M RAUM · 2 reps · (971) 340-4832 · naviquant.com
62
WATERCOLOR FINANCIAL — reported RAUM up 37% ($111.4M -> $152.8M). IAPD ↗
$152.8M RAUM · 3 reps · 512-250-1544 · watercolorfinancial.com
61
TRUSTWELL FINANCIAL ADVISORS, LLC — reported RAUM up 35% ($137.0M -> $184.4M). IAPD ↗
$184.4M RAUM · 5 reps · 904-996-7800
61
OREGON PACIFIC FINANCIAL ADVISORS INC — reported RAUM up 30% ($120.5M -> $157.1M). IAPD ↗
$157.1M RAUM · 6 reps · 541-772-1116
61
WATER VALLEY INVESTMENT ADVISORS, INC. — reported RAUM up 34% ($94.0M -> $125.5M). IAPD ↗
$125.5M RAUM · 3 reps · 630-926-0537 · wviainc.com
61
WALLSTREETI.COM — reported RAUM up 35% ($53.3M -> $71.9M). IAPD ↗
$71.9M RAUM · 1 reps · 855-888-9255
61
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC — reported RAUM up 32% ($165.0M -> $217.0M). IAPD ↗
$217.0M RAUM · 0 reps · 518-280-0030 · cfany.com
61
ECONOLOGICS FINANCIAL ADVISORS — reported RAUM up 35% ($84.8M -> $114.2M). IAPD ↗
$114.2M RAUM · 5 reps · 727-588-1540 · econologicsfinancialadvisors.com
61
RIDGE CAPITAL MANAGEMENT, LLC — reported RAUM up 31% ($100.4M -> $131.8M). IAPD ↗
$131.8M RAUM · 4 reps · 770-516-7747
61
FIDUCIARY MANAGEMENT GROUP, LLC — reported RAUM up 30% ($37.9M -> $49.4M). IAPD ↗
$49.4M RAUM · 1 reps · 212-626-6581 · fmgwealth.com
61
YIM INVESTMENT MANAGEMENT, LLC — reported RAUM up 33% ($182.3M -> $241.8M). IAPD ↗
$241.8M RAUM · 1 reps · 808-955-8800 · yimllc.com
61
STOREHOUSE FINANCIAL LLC — reported RAUM up 30% ($133.8M -> $174.1M). IAPD ↗
$174.1M RAUM · 3 reps · 877-305-3233 · storehousefinancial.com
61
SECURED RETIREMENT ADVISORS, LLC — reported RAUM up 30% ($146.2M -> $190.4M). IAPD ↗
$190.4M RAUM · 7 reps · (952) 460-3260 · securedretirements.com
61
PARKER FINANCIAL LLC — reported RAUM up 34% ($130.3M -> $174.7M). IAPD ↗
$174.7M RAUM · 2 reps · 360-337-2701 · soundretirementradio.com
61
LANTERN WEALTH ADVISORS, LLC — reported RAUM up 31% ($174.6M -> $228.0M). IAPD ↗
$228.0M RAUM · 13 reps · 631-454-2000 · lanternwa.com
61
BOLAN CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($181.1M -> $238.7M). IAPD ↗
$238.7M RAUM · 2 reps · 513-624-7070 · bolancapital.com
61
BANKPLUS WEALTH ADVISORS — reported RAUM up 32% ($113.7M -> $150.5M). IAPD ↗
$150.5M RAUM · 12 reps · 601-607-4290 · bankplus.net
61
PRINCIPIA WEALTH ADVISORY, LLC — reported RAUM up 31% ($124.6M -> $163.2M). IAPD ↗
$163.2M RAUM · 4 reps · 214-775-0899 · pwadvisory.com
61
DERASTONE — reported RAUM up 33% ($54.1M -> $72.2M). IAPD ↗
$72.2M RAUM · 1 reps · (914) 685-6851 · wealthhabits.com
61
CLADIS INVESTMENT ADVISORY LLC — reported RAUM up 33% ($104.9M -> $139.9M). IAPD ↗
$139.9M RAUM · 2 reps · 406-259-4939
61
RISK PARADIGM GROUP, LLC — reported RAUM up 31% ($62.1M -> $81.5M). IAPD ↗
$81.5M RAUM · 2 reps · (866) 726-5150
61
BCP ADVISORS LLC — reported RAUM up 31% ($168.6M -> $221.0M). IAPD ↗
$221.0M RAUM · 4 reps · 305-415-0060 · bcpglobal.com
61
HICKS CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($144.2M -> $192.7M). IAPD ↗
$192.7M RAUM · 4 reps · 614-944-5210 · hicks-capital.com
61
VIEWPOINT CAPITAL MANAGEMENT — reported RAUM up 31% ($135.7M -> $177.6M). IAPD ↗
$177.6M RAUM · 1 reps · 206-219-1410 · viewpointcapitalllc.com
61
TR CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($100.8M -> $133.0M). IAPD ↗
$133.0M RAUM · 2 reps · 5162551801 · trcmllc.com
61
STRATEGY FINANCIAL GROUP — reported RAUM up 34% ($135.8M -> $181.5M). IAPD ↗
$181.5M RAUM · 6 reps · 602-343-9301 · calvingoetz.com
61
FOUNDATION WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($124.8M -> $167.3M). IAPD ↗
$167.3M RAUM · 3 reps · 610-548-7170
61
MD FINANCIAL / VESTMENT FINANCIAL — reported RAUM up 30% ($163.7M -> $213.4M). IAPD ↗
$213.4M RAUM · 4 reps · 888-256-6855
61
NOVA WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($113.8M -> $152.2M). IAPD ↗
$152.2M RAUM · 5 reps · 239-444-1794
61
CAREY WEALTH MANAGEMENT — reported RAUM up 30% ($101.0M -> $131.7M). IAPD ↗
$131.7M RAUM · 1 reps · (925) 406-4186
61
SVRN ASSET MANAGEMENT, LLC — reported RAUM up 33% ($103.7M -> $137.9M). IAPD ↗
$137.9M RAUM · 1 reps · 773-442-2294 · severianasset.com
61
PUSHKIN ADVISORY GROUP, LLC — reported RAUM up 32% ($27.8M -> $36.7M). IAPD ↗
$36.7M RAUM · 1 reps · 315-269-2828
61
BLACKRIDGE ASSET MANAGEMENT, LLC — reported RAUM up 31% ($142.6M -> $186.6M). IAPD ↗
$186.6M RAUM · 80 reps · 561-641-5050 · blackridgeasset.com
61
GUERRA ADVISORY SERVICES — reported RAUM up 32% ($105.3M -> $139.0M). IAPD ↗
$139.0M RAUM · 6 reps · 305-448-1011 · guerrafinancial.com
61
STANCE CAPITAL LLC — reported RAUM up 33% ($140.3M -> $186.8M). IAPD ↗
$186.8M RAUM · 2 reps · 617-875-1062
61
BLUE RIDGE WEALTH PLANNERS — reported RAUM up 35% ($149.4M -> $201.2M). IAPD ↗
$201.2M RAUM · 7 reps · 865-392-4260 · planforeverything.com
61
XYPN INVEST — reported RAUM up 32% ($101.3M -> $133.3M). IAPD ↗
$133.3M RAUM · 10 reps · (360) 301-7579 · newleaffinancialguidance.com
61
IRONBRIDGE PRIVATE WEALTH, LLC — reported RAUM up 33% ($179.8M -> $239.5M). IAPD ↗
$239.5M RAUM · 5 reps · 512-327-8901
61
CROSS BORDER WEALTH, LLC — reported RAUM up 33% ($75.2M -> $100.0M). IAPD ↗
$100.0M RAUM · 6 reps · 646-688-5333 · crossborder-wealth.com
61
BLACKDIAMOND WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($187.0M -> $249.0M). IAPD ↗
$249.0M RAUM · 6 reps · (212) 784-6999
61
FIDELIS WEALTH ADVISORS — reported RAUM up 30% ($148.0M -> $192.9M). IAPD ↗
$192.9M RAUM · 4 reps · 303-800-4683
61
SHORE POINT ADVISORS, LLC — reported RAUM up 31% ($162.8M -> $212.7M). IAPD ↗
$212.7M RAUM · 4 reps · 732-876-3777
61
GRIDIRON PARTNERS, LLC — reported RAUM up 33% ($168.4M -> $224.4M). IAPD ↗
$224.4M RAUM · 2 reps · 724-759-7848 · gridironpartners.com
61
GREEN RIDGE WEALTH PLANNING LLC — reported RAUM up 35% ($178.9M -> $240.9M). IAPD ↗
$240.9M RAUM · 4 reps · 973-554-1770
61
VANTAGE POINT FINANCIAL, LLC — reported RAUM up 31% ($181.8M -> $237.9M). IAPD ↗
$237.9M RAUM · 9 reps · (331) 204-6212
61
CORE ADVISORY GROUP — reported RAUM up 34% ($177.7M -> $238.2M). IAPD ↗
$238.2M RAUM · 8 reps · 803-324-5464 · strosserwealth.com
61
PALADINO WEALTH — reported RAUM up 33% ($97.0M -> $129.1M). IAPD ↗
$129.1M RAUM · 2 reps · (936) 444-2583 · paladinowealth.com
61
SONOMA PRIVATE WEALTH LLC — reported RAUM up 34% ($107.3M -> $144.2M). IAPD ↗
$144.2M RAUM · 2 reps · 415-806-0073 · sonomaprivatewealth.com
61
ATHOS PRIVATE WEALTH LLC — reported RAUM up 35% ($103.1M -> $139.1M). IAPD ↗
$139.1M RAUM · 4 reps · 435-252-1099
61
NORTHBRIDGE FINANCIAL GROUP, LLC — reported RAUM up 33% ($157.1M -> $209.3M). IAPD ↗
$209.3M RAUM · 7 reps · (813) 877-8000
61
RETIREMENT PLANNING GROUP, LLC — reported RAUM up 32% ($185.2M -> $243.7M). IAPD ↗
$243.7M RAUM · 2 reps · (518) 580-1919
61
REDEMPTION CAPITAL — reported RAUM up 30% ($92.9M -> $121.1M). IAPD ↗
$121.1M RAUM · 2 reps · 432-236-0866 · redcapllc.com
61
VISTA FINANCE, LLC — reported RAUM up 33% ($157.2M -> $209.7M). IAPD ↗
$209.7M RAUM · 4 reps · 314-518-5240
61
BULMAN WEALTH GROUP — reported RAUM up 34% ($110.8M -> $148.2M). IAPD ↗
$148.2M RAUM · 2 reps · 916-458-8199 · bulmanwealth.com
61
PROSPERITY WEALTH PLANNING LLC — reported RAUM up 35% ($128.4M -> $172.9M). IAPD ↗
$172.9M RAUM · 2 reps · 877-878-7860 · prosperitywealthplanning.com
61
WPM WEALTH ADVISORS LLC — reported RAUM up 33% ($40.8M -> $54.3M). IAPD ↗
$54.3M RAUM · 3 reps · 518-369-5232 · wpmwealthadvisors.com
61
FOUNTAIN SQUARE ASSET MANAGEMENT — reported RAUM up 30% ($121.3M -> $158.2M). IAPD ↗
$158.2M RAUM · 3 reps · 513-984-9111
61
FINANCIAL INDEPENDENCE ADVISORS, LLC — reported RAUM up 33% ($101.8M -> $135.7M). IAPD ↗
$135.7M RAUM · 6 reps · 904-605-4545
61
PROATHLETE WEALTH MANAGEMENT LLC — reported RAUM up 35% ($172.9M -> $233.3M). IAPD ↗
$233.3M RAUM · 4 reps · 561-988-5540 · pawm.com
61
COLLECTIVE WEALTH PARTNERS, LLC — reported RAUM up 33% ($24.8M -> $33.0M). IAPD ↗
$33.0M RAUM · 5 reps · (404) 633-9952 · collectivewealthpartners.com
61
FAMILY WEALTH PARTNERS, LLC — reported RAUM up 32% ($159.4M -> $210.4M). IAPD ↗
$210.4M RAUM · 7 reps · (704) 321-0152 · fwpnc.com
61
ARTA FINANCE — reported RAUM up 35% ($100.1M -> $134.9M). IAPD ↗
$134.9M RAUM · 18 reps · 650-318-3898
61
CONWAY PARTNERS — reported RAUM up 32% ($63.9M -> $84.2M). IAPD ↗
$84.2M RAUM · 2 reps · 775-971-8392
61
ICW HOLDINGS, LLC — reported RAUM up 35% ($30.7M -> $41.4M). IAPD ↗
$41.4M RAUM · 1 reps · 347-413-4750 · icwinvest.co
61
DARK HORSE CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($57.7M -> $77.0M). IAPD ↗
$77.0M RAUM · 2 reps · 610-616-5370 · darkhorsecapitalmanagement.com
61
LEGACY WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 35% ($154.4M -> $207.7M). IAPD ↗
$207.7M RAUM · 5 reps · 434-266-1214 · lynchburglegacy.com
61
GENTRY PRIVATE WEALTH — reported RAUM up 33% ($166.9M -> $222.4M). IAPD ↗
$222.4M RAUM · 4 reps · 316-613-7570
61
MEANS WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$977.0M RAUM · 12 reps · 1-207-947-6763 · meanswealth.com
61
GREENBERG FINANCIAL GROUP — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$257.8M RAUM · 5 reps · 520-544-4909 · greenbergfinancial.com
61
USA FINANCIAL SECURITIES CORPORATION — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$268.7M RAUM · 141 reps · 888-407-8198 · advisorskinny.com
61
SIGNET FINANCIAL MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$949.4M RAUM · 15 reps · (973) 543-6660
61
PIN OAK INVESTMENT ADVISORS INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$673.2M RAUM · 5 reps · 713-871-8300 · pinoak.com
61
BAXTER INVESTMENT MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$915.1M RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
61
ESSENTIAL PLANNING, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$378.6M RAUM · 3 reps · 603-427-5164 · essential-planning.com
61
REGENCY INVESTMENT ADVISORS INC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$877.3M RAUM · 8 reps · 559-438-2640 · regencyinvests.com
61
PREMIER FINANCIAL GROUP INC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$672.4M RAUM · 11 reps · 707-443-2741
61
BNB WEALTH MANGAGEMENT, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$219.5M RAUM · 4 reps · 301-562-7300 · bnbinc.com
61
J.W.BURNS & COMPANY, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$801.9M RAUM · 5 reps · 315-449-1341 · jwburns.com
61
PARK PLACE CAPITAL CORPORATION — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$602.1M RAUM · 5 reps · 800-459-9084 · nashcap.com
61
ARNOLD WEITZ & CO — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$366.4M RAUM · 2 reps · 402-392-2244 · raymondjames.com
61
HALL CAPITAL MANAGEMENT COMPANY, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$342.7M RAUM · 3 reps · (401) 245-0049
61
OLD PORT ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$698.4M RAUM · 9 reps · 207-774-6552
61
FINANCIAL ALTERNATIVES, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$507.1M RAUM · 5 reps · 858-459-8289 · financialalternatives.com
61
ENDOWMENT WEALTH MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$354.5M RAUM · 8 reps · 920-785-6010 · thervo.com
61
TOWER VIEW WEALTH MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$244.1M RAUM · 2 reps · 414-253-4096 · tower-view.com
61
TRINITY WEALTH ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$256.6M RAUM · 4 reps · 314-966-0033 · trinitywealth.com
61
TILLMAN HARTLEY LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$569.5M RAUM · 4 reps · 352-335-9015 · tillmanhartley.com
61
DUNCAN & HALEY, LTD. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$570.7M RAUM · 4 reps · 206-625-2658 · duncanhaley.com
61
MERIDIAN INVESTMENT ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$772.1M RAUM · 3 reps · 501-663-7055 · facebook.com - meridian investment advisors
61
HARVEST INVESTMENT CONSULTANTS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$448.2M RAUM · 9 reps · 410-561-9040
61
FMP WEALTH ADVISERS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$952.0M RAUM · 13 reps · 512-329-5174 · fmprofessionals.com
61
WHITE PINE INVESTMENT CO — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$405.2M RAUM · 4 reps · 734-464-2532
61
CASTLEKEEP INVESTMENT ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$762.4M RAUM · 5 reps · 203.682.7200 · castlekeepadvisors.com
61
BLUME CAPITAL MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$639.9M RAUM · 3 reps · 510-549-3534 · blumecapital.com
61
CHICAGO WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$259.6M RAUM · 3 reps · 312-376-8350
61
CENTURY MANAGEMENT FINANCIAL ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$500.5M RAUM · 11 reps · 512-329-0050 · cmadvisorsfunds.com
61
GALLACHER CAPITAL MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$463.1M RAUM · 11 reps · 303-708-1640 · gallachercapital.com
61
PACIFIC WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$269.9M RAUM · 7 reps · 858-509-9797 · pacwealth.com
61
LFA — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$279.9M RAUM · 7 reps · 320-253-2490 · lfapartnership.com
61
ELEMENT WEALTH, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$549.8M RAUM · 3 reps · 601-957-6006 · myelementwealth.com
61
BCS WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$599.4M RAUM · 6 reps · 423-283-9821
61
MADRONA FINANCIAL & CPAS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$393.0M RAUM · 12 reps · 425-212-3777
61
SFM, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$279.8M RAUM · 4 reps · 603-625-8400
61
EATON-CAMBRIDGE INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$319.9M RAUM · 4 reps · (480) 385-7399 · eatoncambridge.com
61
PINNACLE WEALTH ADVISORS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$202.1M RAUM · 5 reps · 503-654-5100 · thinkpinnacle.com.
61
CLARIS ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$677.6M RAUM · 3 reps · 314-655-5504 · claris-advisors.com
61
COPPERLEAF CAPITAL, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$185.8M RAUM · 3 reps · 919-787-9725
61
DETALUS ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$687.9M RAUM · 8 reps · 314-997-3191
61
THE CAPITAL CHART ROOM, LTD — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$338.7M RAUM · 5 reps · 817-801-6455 · thecapitalchartroom.com
61
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$286.7M RAUM · 5 reps · 847-247-8959
61
GORDON ASSET MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$199.4M RAUM · 5 reps · 919-313-6650 · wealthqb.com
61
CONCORD WEALTH PARTNERS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$806.6M RAUM · 12 reps · 276-628-5910 · custom.concordwealthpartners.com
61
FINANCIAL FREEDOM — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$391.6M RAUM · 2 reps · 513-697-6400 · finfree.com
61
LOUNTZIS ASSET MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$504.5M RAUM · 3 reps · (610) 375-2585 · lountzis.com
61
VERMILLION FINANCIAL ADVISORS, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$319.4M RAUM · 7 reps · 847-382-9999
61
VERITY INVESTMENT PARTNERS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$938.8M RAUM · 11 reps · 843-379-6661 · verityvip.com
61
CONSOLIDATED FINANCIAL — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$441.2M RAUM · 3 reps · 614-932-0000 · investconsolidated.com
61
WH CORNERSTONE INVESTMENTS INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$160.0M RAUM · 2 reps · (888) 797-9009
61
RIGGS CAPITAL MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$275.3M RAUM · 7 reps · 801-221-7923 · rcminvestments.com
61
QUANTUM FINANCIAL SERVICES INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$486.4M RAUM · 2 reps · 317-845-1786 · quantumfinancialinc.com
61
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$137.0M RAUM · 4 reps · 719-477-9883
61
REGAL ADVISORY SERVICES, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$108.8M RAUM · 17 reps · 877-488-6537 · regaladvisoryservices.com
61
YOSEMITE CAPITAL MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$309.9M RAUM · 5 reps · 714-730-3310 · yosemitecapital.com
61
WISER WEALTH MANAGEMENT, INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$307.9M RAUM · 3 reps · 678-905-4450
61
HIGHLAND FINANCIAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$430.4M RAUM · 9 reps · 973-557-2933 · highlandplanning.com
61
THE STRATEGIC FINANCIAL ALLIANCE — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$334.0M RAUM · 56 reps · 678-954-4000 · thesfa.net
61
WESTOVER CAPITAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$401.2M RAUM · 5 reps · 302-427-9600 · westovercapital.com
61
GENERATION CAPITAL MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$916.6M RAUM · 2 reps · 585-232-8560 · gencapmgmt.com
61
NVEST FINANCIAL, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$379.8M RAUM · 7 reps · 207-985-8585 · nvest.net
61
RIVERSTONE ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$328.7M RAUM · 4 reps · 830 715-9300
61
ABG CONSULTANTS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$511.9M RAUM · 3 reps · 801-486-5069 · consultabg.com
61
PORTFOLIO DESIGN SERVICES, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$122.1M RAUM · 5 reps · 715-629-9095 · pdsadvisers.com
61
MERIDIAN INVESTMENT COUNSEL, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$486.8M RAUM · 4 reps · 510-493-7650
61
ADG WEALTH MANAGEMENT GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$279.1M RAUM · 4 reps · 504-267-9880 · adgwealth.com
61
PROSTATIS FINANCIAL ADVISORS GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$405.0M RAUM · 14 reps · 410-863-1040
61
THE WATCHMAN GROUP, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$533.1M RAUM · 4 reps · 469-241-0122 · watchmangroup.com
61
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$670.7M RAUM · 9 reps · 610-825-3540
61
AVION WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$780.3M RAUM · 8 reps · 281-528-1200
61
VERDIS INVESTMENT MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$468.9M RAUM · 6 reps · 610-397-1600 · verdisinvestment.com
61
STEFFES FINANCIAL, LTD — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$495.2M RAUM · 4 reps · 913-722-1111 · steffesfinancial.com
61
CAPITAL MARKETS IQ, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$392.3M RAUM · 21 reps · 310.882.6380
61
EDGEWATER PRO SPORTS FINANCIAL — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$151.0M RAUM · 1 reps · 440-934-2195 · epsf.com
61
THE RICE PARTNERSHIP, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$609.4M RAUM · 6 reps · 808-585-7788
61
LIGHTHOUSE FINANCIAL — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$490.2M RAUM · 1 reps · 727-490-5797
61
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$748.8M RAUM · 3 reps · 330-666-6886 · kohmannbosshard.com
61
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$854.3M RAUM · 5 reps · (408) 217-2000 · wrpwealth.com
61
SALZINGER SHEAFF BROCK, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$285.5M RAUM · 3 reps · 317-705-5700 · salzingersheaffbrock.com
61
OAK FAMILY ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$495.8M RAUM · 6 reps · 312-373-7221 · ofallc.com
61
MERIT FINANCIAL PARTNERS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$257.1M RAUM · 5 reps · 718-898-0871 · meritfinancialpartners.com
61
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$343.3M RAUM · 6 reps · 920-733-3865 · onekom.com
61
TOTAL CLARITY WEALTH MANAGEMENT, INC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$458.0M RAUM · 23 reps · 630-762-9352
61
PINNACLE INVESTMENTS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$964.9M RAUM · 51 reps · 315-251-1101 · pinnacleinvestments.com
61
FORUM PRIVATE CLIENT GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$297.0M RAUM · 5 reps · 317-558-6322 · forumcu.com
61
WORTHPOINTE — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$757.7M RAUM · 10 reps · 800-620-4232
61
INDEPENDENT FAMILY OFFICE, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$556.4M RAUM · 4 reps · 518-452-8050
61
FINANCIAL INVESTMENT TEAM ("FIT") — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$159.3M RAUM · 4 reps · 503-906-5205 · fi-team.com
61
GUARDIAN WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$133.9M RAUM · 3 reps · 385-355-4455 · investgwm.com
61
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$252.5M RAUM · 6 reps · 877-429-4690 · fcmadvisors.net
61
ERBEN ASSOCIATES, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$297.1M RAUM · 4 reps · 512-402-0250 · erbenassociates.com
61
DELTA INVESTMENT MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$628.9M RAUM · 25 reps · (415) 249-6337
61
PAULSON WEALTH MANAGEMENT INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$489.4M RAUM · 4 reps · 630-517-2950
61
CAISSA WEALTH STRATEGIES — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$251.0M RAUM · 5 reps · 612-426-6007
61
QUADCAP WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$769.7M RAUM · 11 reps · 972-818-2400 · quadcapwm.com
61
TRINITY PORTFOLIO ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$452.6M RAUM · 12 reps · 817-416-7227 · trinityportfolio.com
61
ANDINA FAMILY OFFICES — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$808.5M RAUM · 10 reps · 801-653-0564 · andinaadvisors.com
61
HOEY INVESTMENTS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$427.5M RAUM · 4 reps · 610-738-4280
61
ASSET ALLOCATION STRATEGIES, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$626.7M RAUM · 40 reps · 248-489-0101 · glpfinancialgroup.com
61
VANTAGE WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$606.6M RAUM · 7 reps · 650-638-9600
61
ROVIN CAPITAL — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$596.1M RAUM · 8 reps · 480-739-2110 · facadvisors.com
61
INSIGHT WEALTH PARTNERS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$790.0M RAUM · 14 reps · 972-543-4800 · insightwp.com
61
ALTUS WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$319.6M RAUM · 4 reps · 859-815-8566 · altuswm.com
61
FSC WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$248.7M RAUM · 5 reps · 845-297-0300 · fscwealthadvisors.com
61
INDIE ASSET PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$792.2M RAUM · 3 reps · 317-428-6600
61
MORIN PRIVATE CLIENT GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$604.6M RAUM · 3 reps · 833-989-2869
61
CGC FINANCIAL SERVICES — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$664.7M RAUM · 3 reps · 503-670-1958 · cgcfinancialservices.com
61
OBJECTIVE CAPITAL MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$381.7M RAUM · 8 reps · 216-469-1231 · ocmwealth.com
61
ACTIVEST WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$613.4M RAUM · 8 reps · 954-399-8121 · activestwm.com
61
FIELDER CAPITAL GROUP LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$834.6M RAUM · 3 reps · 212-918-4860 · vimeo.com
61
STUDIO INVESTMENT MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$715.8M RAUM · 5 reps · 312-399-0828 · studioinvestment.com
61
MILLS WEALTH ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$346.2M RAUM · 5 reps · 817-416-7300
61
ROTHSCHILD CAPITAL PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$351.3M RAUM · 5 reps · 212-931-5303 · rothcap.com
61
OAKWELL PRIVATE WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$411.8M RAUM · 8 reps · 1-800-55OAKWELL · oakwellpwm.com
61
NRI WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$175.2M RAUM · 2 reps · 408-373-5570 · nriwealth.com
61
BCU WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$345.8M RAUM · 3 reps · 847-932-8007 · targetcu.org
61
MALTIN WEALTH MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$356.3M RAUM · 4 reps · 201-215-3855 · maltinwealth.com
61
ARCHFORD CAPITAL STRATEGIES, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$971.5M RAUM · 10 reps · 618-416-7085
61
INTEGRATED FINANCIAL STRATEGIES, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$397.7M RAUM · 6 reps · 704-643-5000 · ifsinvest.com
61
KINGSBRIDGE WEALTH MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$453.1M RAUM · 3 reps · 702-947-5160 · kingsbridgepwm.com
61
ELMWOOD WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$277.2M RAUM · 4 reps · 510-858-2722
61
FIRST ADVISORS NATIONAL, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$448.3M RAUM · 69 reps · 1-855-326-7427 · fanria.com
61
VIRTUE CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$787.5M RAUM · 94 reps · 615-340-0801
61
CANTER WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$302.0M RAUM · 9 reps · 858.812.7550
61
MEIXLER INVESTMENT MANAGEMENT, LTD. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$169.5M RAUM · 1 reps · 928-537-8700 · showlowadvisors.com
61
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$312.8M RAUM · 5 reps · 301-990-4395
61
FLAHARTY ASSET MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$761.2M RAUM · 9 reps · 727-252-1050
61
THE RETIREMENT GUYS FORMULA — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$250.1M RAUM · 12 reps · 419-842-0550
61
KERBERROSE WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$752.3M RAUM · 12 reps · 715.526.9400
61
MBM WEALTH CONSULTANTS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$335.0M RAUM · 6 reps · (636) 274-6262
61
SECURE FINANCIAL MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$281.4M RAUM · 2 reps · 210-428-6250
61
WEALTHSHIELD PARTNERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$917.9M RAUM · 14 reps · 919-948-4453 · madisonoakswp.com
61
EKS ASSOCIATES — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$254.5M RAUM · 3 reps · 6099211016 · eksassociates.com
61
LIFE LINE WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$438.8M RAUM · 3 reps · 323-452-9548
61
CYPRESS CAPITAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$401.0M RAUM · 6 reps · 615-467-6075
61
WEALTH WATCH ADVISORS, INC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$348.5M RAUM · 47 reps · 855-822-3708 · wealthwatchadvisors.com
61
FOUNDERS FINANCIAL ALLIANCE, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$700.9M RAUM · 28 reps · 855-860-5940 · foundersfinancialalliance.com
61
ROSE CAPITAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$543.2M RAUM · 7 reps · 305-534-7673 · rosecapitaladvisors.com
61
RFG WEALTH ADVISORY — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$273.1M RAUM · 3 reps · 940-464-4104 · rfgwealthadvisory.com
61
GRANITE HARBOR ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$401.2M RAUM · 7 reps · 832-461-0789
61
OAK ROOT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$777.0M RAUM · 1 reps · 805-395-9767 · oakrootllc.com
61
GENERATIONAL WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$257.8M RAUM · 8 reps · 616-931-1270
61
CURRAN FINANCIAL PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$472.7M RAUM · 10 reps · (843) 300-1182
61
FINANCIAL FOCUS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$642.0M RAUM · 5 reps · 760-431-3040 · financialfocusllc.com
61
HELIUM ADVISORS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$250.8M RAUM · 8 reps · 425-214-1533
61
ALMANACK INVESTMENT PARTNERS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$802.2M RAUM · 13 reps · 484-580-2277
61
RHAME & GORRELL WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$693.5M RAUM · 7 reps · (832) 789-1100
61
ARLINGTON FINANCIAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$944.5M RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
61
WOODSTOCK WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$511.2M RAUM · 26 reps · 800-279-4468 · veritas-financial.com
61
RIVERWATER PARTNERS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$871.7M RAUM · 8 reps · 414-858-8000
61
ALPHA CAPITAL MANAGEMENT GROUP LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$421.9M RAUM · 4 reps · 303-900-1919 · alphacmg.com
61
MGO PRIVATE WEALTH, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$287.5M RAUM · 4 reps · (949) 207-3241 · mgoprivatewealth.com
61
QUAKER WEALTH MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$326.3M RAUM · 5 reps · 856-222-0110 · quakerwm.com
61
ARCADIA WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$336.8M RAUM · 5 reps · 603-681-9190
61
SPAHN WEALTH & RETIREMENT LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$127.3M RAUM · 1 reps · 602-730-6114
61
SILVER GROVE ADVISORY SERVICES — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$256.4M RAUM · 15 reps · 716-800-4291 · silvergrovegroup.com
61
STORDAHL CAPITAL MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$530.4M RAUM · 6 reps · 303-770-0602 · stordahlcap.com
61
LIFEWORKS ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
61
TOWERPOINT WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$419.0M RAUM · 5 reps · (916) 405-9140
61
BROWNLIE & BRADEN ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$329.2M RAUM · 13 reps · 214-219-4650
61
FINANCIAL STRATEGIES GROUP, INC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$468.6M RAUM · 6 reps · (800) 804-0420
61
OWEN LARUE FINANCIAL GROUP — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$272.9M RAUM · 4 reps · 270-769-9995 · owenlarue.com
61
ERGAWEALTH ADVISORS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$265.1M RAUM · 5 reps · (630) 320-2078 · ergawealth.com
61
TITAN — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$882.0M RAUM · 7 reps · 973-490-4042
61
CIC WEALTH, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$658.8M RAUM · 11 reps · 301.816.4683
61
FORTEM FINANCIAL GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$438.1M RAUM · 5 reps · 760-206-8500
61
KEUDELL MORRISON WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$724.0M RAUM · 5 reps · (971) 209-4500 · kmwm.com
61
BOYD WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$305.5M RAUM · 4 reps · (916) 367-0532
61
DARDEN WEALTH GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$250.3M RAUM · 4 reps · 734-294-0100 · dardenwealth.com
61
SOUDERS FINANCIAL ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$889.9M RAUM · 13 reps · 513-598-2400 · myscaretirement.com
61
MEADOW CREEK WEALTH ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$569.8M RAUM · 5 reps · 470-359-9270 · meadowcreekwealthadvisors.com
61
PROSPERITY PLANNING — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$416.7M RAUM · 8 reps · 816-587-7526 · prosperityplanninginc.com
61
ASPIRE CAPITAL ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$817.7M RAUM · 11 reps · (206) 939-5615 · investwithaspire.com
61
BLUE ROCK FINANCIAL GROUP — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$274.3M RAUM · 6 reps · (302) 752-6637
61
FIRST NEBRASKA FINANCIAL SERVICES — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$357.5M RAUM · 3 reps · (308) 534-1322 · firstnebraskafinancial.com
61
COMPOUND FAMILY OFFICES, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$463.7M RAUM · 5 reps · (941) 556-9294 · compoundfamilyoffices.com
61
SAGE TREE WEALTH — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$58.4M RAUM · 2 reps · 5855002579
61
WICK CAPITAL PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$430.4M RAUM · 9 reps · 215-302-3535 · wickcapitalpartners.com
61
FIRE CAPITAL MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$425.2M RAUM · 3 reps · 415-828-0129
61
TUMWATER WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$305.3M RAUM · 2 reps · (208) 314-2114 · tumwaterwealth.com
61
DELOS WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$130.0M RAUM · 4 reps · 972-810-1610
61
VERUM PARTNERS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$740.4M RAUM · 11 reps · (980) 771-3999
61
SOUTHWESTERN MONEY MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$40.1M RAUM · 2 reps · 210-344-3400
61
HUDSON CAPITAL ADVISORY, INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$119.1M RAUM · 3 reps · (617) 820-4014 · invest-hca.com
61
TSG ADVICE PARTNERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$613.3M RAUM · 10 reps · (614) 697-2750
61
DECHTMAN WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$651.0M RAUM · 3 reps · 303 741 9772
61
VIAWEALTH, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$211.9M RAUM · 3 reps · 844-484-7849
61
FORTIS CAPITAL ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$331.8M RAUM · 24 reps · (775) 446-4208 · fortiscapitaladvisors.com
61
VANCE WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
61
THE CLARUS GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$798.0M RAUM · 8 reps · 713-621-3500
61
LEVERTY FINANCIAL GROUP, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$481.3M RAUM · 5 reps · 715-377-2080
61
MILESTONE ASSET MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$445.8M RAUM · 9 reps · 412-643-3058 · milestoneassetmanagement.com
61
FOCUSED ALPHA, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$306.8M RAUM · 3 reps · 303-529-5100
61
REDEMPTION CAPITAL — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$121.1M RAUM · 2 reps · 432-236-0866 · redcapllc.com
61
RETIREMENT CONSULTING GROUP, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$367.1M RAUM · 1 reps · 503-225-1700 · retirementconsulting.com
61
WEST MICHIGAN ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$494.8M RAUM · 11 reps · (616) 820-1040
61
LANGLEY WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$255.8M RAUM · 2 reps · (662) 872-3051 · langleywm.com
61
NEXT LEVEL PRIVATE LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$810.7M RAUM · 7 reps · (914) 431-5255 · nxtprivate.com
61
FAITH INVESTOR SERVICES — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$110.3M RAUM · 5 reps · (214) 462-7244
61
INTEGRITY FINANCIAL ADVISORS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$103.6M RAUM · 8 reps · 978-338-4830 · integrityfa.com
61
ALEXIS INVESTMENT PARTNERS, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$160.0M RAUM · 3 reps · (925) 457-5258
61
SIERRA OCEAN, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$395.1M RAUM · 2 reps · 209-232-7100
61
THE PITTI GROUP WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$288.8M RAUM · 4 reps · (585) 337-4000
61
NOBLE FAMILY WEALTH — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$362.6M RAUM · 3 reps · 727-674-1462 · noblefamilywealth.com
61
PROSPERITAS FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$391.8M RAUM · 13 reps · 661-255-9555
61
DMLO WEALTH PLANNING, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$14.2M RAUM · 4 reps · (502) 813-2100 · dmlowealthplanning.com
61
XO CAPITAL LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$190.4M RAUM · 3 reps · 310-507-7957 · xocapital.net
61
EATON FINANCIAL GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$432.8M RAUM · 9 reps · 954-575-9323 · palmwealthpartners.com
61
ALPHA PRINCIPLE, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$269.7M RAUM · 5 reps · 8003031553 · alphaprinciple.com
61
STEVENS CAPITAL PARTNERS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$282.2M RAUM · 6 reps · 402-251-5800 · mypurposefulwealth.com
61
PARK EDGE ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$460.2M RAUM · 5 reps · (216) 727-0144 · parkedgeadvisors.com
61
HILLCREST FINANCIAL GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$392.1M RAUM · 4 reps · (805) 373-8686 · hillcrestfinancialgroup.com
61
49 FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
61
HIBERNIA WEALTH PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$289.0M RAUM · 7 reps · 225-778-7972 · hiberniawealth.com
61
PLATO'S PHILOSOPHY, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$39.4M RAUM · 5 reps · 805-888-2384 · stockhack.com
61
WEALTH SCIENCE ADVISORS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$368.9M RAUM · 7 reps · 678-837-5438 · wealthscienceadvisors.net
61
BREAKWATER CAPITAL GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$579.7M RAUM · 3 reps · (551) 342-3733
61
BUCK WEALTH STRATEGIES, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$299.9M RAUM · 20 reps · 888-210-6567
61
CORE WEALTH PARTNERS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$284.0M RAUM · 4 reps · (707) 568-2400 · corewealthpartners.com
61
PROLIFIC SOLUTIONS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$65.5M RAUM · 2 reps · (646) 612-7995
61
GOLDEN STATE EQUITY PARTNERS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$743.7M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
61
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$176.9M RAUM · 4 reps · 858-384-5700 · ipwadvisors.com
61
CHANNEL WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$530.5M RAUM · 8 reps · 805-898-0893 · channelwealth.com
61
UNITED ADVISOR GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$578.8M RAUM · 28 reps · 888.242.4912 · uagria.com
61
HOLISTIC PLANNING, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$398.6M RAUM · 5 reps · (936) 800-0800
61
CONTRARY LEGACY LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$39.7M RAUM · 1 reps · 862-354-0870
61
KITCHING PARTNERS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$477.6M RAUM · 5 reps · 267-209-0830
61
PRIVATE FAMILY WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$367.4M RAUM · 1 reps · 404-848-0950
61
ACTS FINANCIAL ADVISORS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$108.2M RAUM · 2 reps · 571-749-5522 · actsfinancialadvisors.com
61
STRATEGIC WEALTH CAPITAL — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$178.9M RAUM · 1 reps · 415-780-7022
61
WEALTH STRATEGIES GROUP — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$16.3M RAUM · 2 reps · 888-848-4144 · wealthstrategiesgroup.com
61
BRIDGEWAY WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$144.0M RAUM · 2 reps · 319-393-6535 · bridgewaywm.com
61
SPIREPOINT PRIVATE CLIENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$934.1M RAUM · 5 reps · 772-316-1271 · spirepointpc.com
61
MARRELLA PRIVATE WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$452.7M RAUM · 4 reps · 610-655-9700
61
BARE WEALTH ADVISORS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$222.2M RAUM · 7 reps · 717-407-5200 · barewealthadvisors.com
61
LEGACY EDGE ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$627.0M RAUM · 10 reps · 516-447-4200
61
LONGEVITY CAPITAL MANAGEMENT — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$119.3M RAUM · 1 reps · 805-917-6771 · longevitycapitalmgmt.com
60
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT — reported RAUM up 25% ($191.9M -> $240.8M). IAPD ↗
$240.8M RAUM · 5 reps · 478-474-7004 · sbgwealth.com
60
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM — reported RAUM up 27% ($142.0M -> $180.0M). IAPD ↗
$180.0M RAUM · 5 reps · 509-747-9144 · alliantsecurities.com
60
PITTSBURGH FINANCIAL PLANNERS, INC. — reported RAUM up 25% ($108.8M -> $136.2M). IAPD ↗
$136.2M RAUM · 2 reps · 412-220-1690
60
INTERCAROLINA FINANCIAL SERVICES, INC. — reported RAUM up 29% ($100.4M -> $129.7M). IAPD ↗
$129.7M RAUM · 10 reps · 336-288-6890 · intercarolina.net
60
LEIGH BALDWIN & CO., LLC — reported RAUM up 29% ($180.0M -> $232.0M). IAPD ↗
$232.0M RAUM · 18 reps · 315-655-2964
60
INTERVEST LTD — reported RAUM up 27% ($147.8M -> $188.3M). IAPD ↗
$188.3M RAUM · 2 reps · 301-951-4455 · intervestltd.com
60
WAYCROSS INVESTMENT MANAGEMENT CO — reported RAUM up 28% ($152.5M -> $194.5M). IAPD ↗
$194.5M RAUM · 2 reps · 360-671-0148 · waycross.com
60
R.H. DINEL INVESTMENT COUNSEL,INC. — reported RAUM up 29% ($129.0M -> $166.6M). IAPD ↗
$166.6M RAUM · 1 reps · 310-571-7171 · rhdic.com
60
HARBOR ISLAND CAPITAL LLC — reported RAUM up 25% ($165.7M -> $207.7M). IAPD ↗
$207.7M RAUM · 2 reps · 978-887-3174
60
STERLING FINANCIAL ADVISORS, LLC — reported RAUM up 29% ($95.8M -> $123.2M). IAPD ↗
$123.2M RAUM · 4 reps · 402-970-9300 · sterlingfinancialworld.com
60
FINANCIAL CONSULTANTS GROUP INC — reported RAUM up 28% ($92.8M -> $119.0M). IAPD ↗
$119.0M RAUM · 3 reps · 770-627-2121 · financialconsultantsgroup.net
60
SUNDVOLD FINANCIAL — reported RAUM up 28% ($163.0M -> $209.0M). IAPD ↗
$209.0M RAUM · 7 reps · 573-443-1000 · sundvold.com
60
UNION CAPITAL COMPANY — reported RAUM up 29% ($140.0M -> $180.0M). IAPD ↗
$180.0M RAUM · 14 reps · 520-664-2001 · unioncapital.com
60
FINANCIAL STRATEGIES, INC. — reported RAUM up 28% ($102.5M -> $131.7M). IAPD ↗
$131.7M RAUM · 2 reps · 262-821-1664
60
TRIBECA FINANCIAL, LLC — reported RAUM up 30% ($144.8M -> $188.0M). IAPD ↗
$188.0M RAUM · 4 reps · 480-553-6247 · tribecafinancial.co
60
R & R FINANCIAL PLANNERS, INC. — reported RAUM up 28% ($30.5M -> $38.9M). IAPD ↗
$38.9M RAUM · 2 reps · 516-222-8850 · randrfinancialplanners.com
60
COVE WEALTH MANAGEMENT — reported RAUM up 28% ($118.1M -> $150.9M). IAPD ↗
$150.9M RAUM · 3 reps · 713-821-3242 · covewm.com
60
COPLEY INVESTMENT MANAGEMENT, LLC — reported RAUM up 28% ($155.9M -> $200.4M). IAPD ↗
$200.4M RAUM · 2 reps · 910-452-7147 · copleyinvestmentmanagement.com
60
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC — reported RAUM up 29% ($183.7M -> $237.7M). IAPD ↗
$237.7M RAUM · 2 reps · 408-377-7414 · minearao.com
60
ANDREWS ADVISORY ASSOCIATES, LLC — reported RAUM up 27% ($156.3M -> $198.4M). IAPD ↗
$198.4M RAUM · 2 reps · 808-521-4015
60
GUNN & COMPANY INVESTMENT MANAGEMENT, INC. — reported RAUM up 27% ($132.4M -> $167.6M). IAPD ↗
$167.6M RAUM · 2 reps · 904-296-2025 · gunncoim.com
60
BROYHILL ASSET MANAGEMENT, LLC — reported RAUM up 29% ($148.4M -> $191.7M). IAPD ↗
$191.7M RAUM · 3 reps · 828-610-5535
60
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC — reported RAUM up 26% ($108.6M -> $137.0M). IAPD ↗
$137.0M RAUM · 4 reps · 719-477-9883
60
HELM CAPITAL MANAGEMENT — reported RAUM up 25% ($159.9M -> $200.0M). IAPD ↗
$200.0M RAUM · 1 reps · 206-654-6200 · helmcapitalmanagement.com
60
PRINCIPIUM INVESTMENTS LLC — reported RAUM up 25% ($122.2M -> $153.1M). IAPD ↗
$153.1M RAUM · 2 reps · (303) 351-5353 · principium.co
60
CFS CUBIC FINANCIAL SERVICES, INC. — reported RAUM up 27% ($114.6M -> $145.8M). IAPD ↗
$145.8M RAUM · 1 reps · 770-495-1500
60
LESLIE MARIE GIORDANO — reported RAUM up 26% ($44.0M -> $55.3M). IAPD ↗
$55.3M RAUM · 1 reps · 516-747-5210 · lesliegiordano.com
60
ABLES, IANNONE, MOORE & ASSOCIATES, INC. — reported RAUM up 28% ($154.2M -> $196.7M). IAPD ↗
$196.7M RAUM · 2 reps · 912-777-4128 · aimainc.com
60
SPECTRUM FINANCIAL RESOURCES — reported RAUM up 26% ($156.9M -> $197.4M). IAPD ↗
$197.4M RAUM · 6 reps · 248-643-0033
60
ROTH ASSET MANAGEMENT, INC. — reported RAUM up 25% ($105.5M -> $132.0M). IAPD ↗
$132.0M RAUM · 1 reps · 206-780-5550
60
ALCOSTA CAPITAL MANAGEMENT, INC. — reported RAUM up 29% ($134.7M -> $173.5M). IAPD ↗
$173.5M RAUM · 1 reps · 888-267-6729 · alcostacapital.com
60
FINER WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($166.3M -> $210.1M). IAPD ↗
$210.1M RAUM · 2 reps · 978-740-1011 · finer.com
60
LIG CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($118.4M -> $148.7M). IAPD ↗
$148.7M RAUM · 4 reps · 405-463-3334 · ligcam.com
60
SIERRA PACIFIC FINANCIAL ADVISORS — reported RAUM up 28% ($126.8M -> $162.1M). IAPD ↗
$162.1M RAUM · 3 reps · 925 223-8868 · sierrapfa.com
60
BRADLEY WEALTH LLC — reported RAUM up 27% ($185.7M -> $235.2M). IAPD ↗
$235.2M RAUM · 4 reps · (619) 512-4100
60
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. — reported RAUM up 27% ($102.4M -> $130.1M). IAPD ↗
$130.1M RAUM · 2 reps · 904-470-0102
60
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. — reported RAUM up 30% ($177.6M -> $230.8M). IAPD ↗
$230.8M RAUM · 6 reps · 949-248-8800
60
ASPETUCK FINANCIAL MANAGEMENT LLC — reported RAUM up 25% ($101.1M -> $126.5M). IAPD ↗
$126.5M RAUM · 1 reps · 203-226-5733
60
ZIDEL FINANCIAL INC. — reported RAUM up 26% ($111.6M -> $140.7M). IAPD ↗
$140.7M RAUM · 1 reps · 970-409-4466 · zidelfinancial.com
60
ASSET MANAGEMENT STRATEGIES, INC. — reported RAUM up 26% ($146.9M -> $185.8M). IAPD ↗
$185.8M RAUM · 8 reps · 3175776912 · amsria.com
60
EDGEWATER PRO SPORTS FINANCIAL — reported RAUM up 29% ($117.0M -> $151.0M). IAPD ↗
$151.0M RAUM · 1 reps · 440-934-2195 · epsf.com
60
OPEN FIELD CAPITAL LLC — reported RAUM up 29% ($104.6M -> $135.4M). IAPD ↗
$135.4M RAUM · 4 reps · 646-380-6611 · ofcap.com
60
AFT, FORSYTH AND COMPANY, INC. — reported RAUM up 25% ($147.8M -> $184.9M). IAPD ↗
$184.9M RAUM · 2 reps · 561-296-6680
60
TAURUS CAPITAL ADVISORS, LLC — reported RAUM up 29% ($117.9M -> $152.4M). IAPD ↗
$152.4M RAUM · 4 reps · 503-658-9529 · tauruscap.com
60
CLUTTERBUCK CAPITAL MANAGEMENT LLC — reported RAUM up 27% ($113.8M -> $144.6M). IAPD ↗
$144.6M RAUM · 4 reps · 216-539-1181
60
BARRON FINANCIAL GROUP, LLP — reported RAUM up 28% ($103.2M -> $131.6M). IAPD ↗
$131.6M RAUM · 3 reps · 860.489.0432 · barronfinancialgroup.com
60
ELM3 FINANCIAL GROUP, LLC — reported RAUM up 28% ($106.8M -> $137.1M). IAPD ↗
$137.1M RAUM · 2 reps · 678-297-9500
60
AMERICAN CAPITAL ADVISORY, LLC — reported RAUM up 29% ($182.0M -> $234.0M). IAPD ↗
$234.0M RAUM · 6 reps · 208-710-8669
60
WJ FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($114.7M -> $145.1M). IAPD ↗
$145.1M RAUM · 3 reps · 860-663-3646 · wjadvisors.com
60
CHICAGO INVESTMENT ADVISORY GROUP — reported RAUM up 26% ($168.4M -> $212.5M). IAPD ↗
$212.5M RAUM · 6 reps · 708-478-7190 · ciag.us
60
MWA ASSET MANAGEMENT — reported RAUM up 25% ($184.6M -> $231.3M). IAPD ↗
$231.3M RAUM · 2 reps · 781-263-1600 · mwa-am.com
60
GUARDIAN WEALTH ADVISORS, LLC — reported RAUM up 26% ($197.8M -> $249.2M). IAPD ↗
$249.2M RAUM · 5 reps · 952-746-3211
60
BESPOKE INVESTMENT GROUP, LLC — reported RAUM up 25% ($41.0M -> $51.2M). IAPD ↗
$51.2M RAUM · 4 reps · 914-315-1248 · bespokepremium.com
60
GUARDIAN WEALTH MANAGEMENT — reported RAUM up 26% ($106.6M -> $133.9M). IAPD ↗
$133.9M RAUM · 3 reps · 385-355-4455 · investgwm.com
60
BROWN FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($192.6M -> $244.9M). IAPD ↗
$244.9M RAUM · 3 reps · 513-575-9654
60
LUESINK STENSTROM FINANCIAL — reported RAUM up 30% ($54.4M -> $70.5M). IAPD ↗
$70.5M RAUM · 2 reps · 212-405-1609 · luesinkstenstrom.com
60
MONEX ASSET MANAGEMENT, INC. — reported RAUM up 26% ($159.7M -> $200.9M). IAPD ↗
$200.9M RAUM · 14 reps · 713-877-8234 · monexsec.com
60
ARBUS CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($87.8M -> $111.5M). IAPD ↗
$111.5M RAUM · 1 reps · (646) 852-6134 · arbuscm.com
60
UP NORTH FINANCIAL, LLC — reported RAUM up 29% ($128.5M -> $165.2M). IAPD ↗
$165.2M RAUM · 2 reps · (231) 929-9300 · upnorthfinancial.com
60
MONEY MANAGERS, INC. — reported RAUM up 26% ($121.5M -> $153.4M). IAPD ↗
$153.4M RAUM · 5 reps · (725) 254-5220
60
BAUER WEALTH MANAGEMENT INC. — reported RAUM up 29% ($103.6M -> $133.3M). IAPD ↗
$133.3M RAUM · 3 reps · 719 575-9000 · bauerheitzmann.com
60
KRANE FINANCIAL SOLUTIONS — reported RAUM up 28% ($171.7M -> $220.6M). IAPD ↗
$220.6M RAUM · 1 reps · 310-989-0934 · kranefinancialsolutions.com
60
QUEST 10 WEALTH BUILDERS, INC. — reported RAUM up 30% ($120.8M -> $157.0M). IAPD ↗
$157.0M RAUM · 4 reps · 919-552-4286 · completefinancialsolutions.org
60
CAITLIN JOHN — reported RAUM up 26% ($113.3M -> $143.3M). IAPD ↗
$143.3M RAUM · 21 reps · 810-355-1325 · caitlinjohn.com
60
MCCARTNEY WEALTH MANAGEMENT LLC — reported RAUM up 26% ($132.4M -> $166.4M). IAPD ↗
$166.4M RAUM · 2 reps · 314-246-0595 · mccwm.com
60
NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. — reported RAUM up 26% ($138.2M -> $174.5M). IAPD ↗
$174.5M RAUM · 3 reps · 360-604-8600
60
INTERWEALTH MANAGEMENT, LLC — reported RAUM up 30% ($161.8M -> $209.8M). IAPD ↗
$209.8M RAUM · 4 reps · 480-397-2691 · interwealthmgt.com
60
FIDUCIARY FINANCIAL PARTNERS, LLC — reported RAUM up 27% ($164.6M -> $208.5M). IAPD ↗
$208.5M RAUM · 5 reps · 630-780-1534
60
SGL FINANCIAL, LLC — reported RAUM up 27% ($168.8M -> $214.0M). IAPD ↗
$214.0M RAUM · 16 reps · 888-245-2388
60
CASCADE WEALTH ADVISORS, INC — reported RAUM up 27% ($112.5M -> $143.4M). IAPD ↗
$143.4M RAUM · 1 reps · 509-886-8866 · cascade-wealth.com
60
BLUE SPARK CAPITAL ADVISORS — reported RAUM up 29% ($161.6M -> $208.3M). IAPD ↗
$208.3M RAUM · 2 reps · 2125373899 · about.me
60
SIGNIFY WEALTH LLC — reported RAUM up 29% ($169.9M -> $218.4M). IAPD ↗
$218.4M RAUM · 5 reps · 314-222-0295
60
ROI FINANCIAL — reported RAUM up 28% ($126.2M -> $161.6M). IAPD ↗
$161.6M RAUM · 3 reps · 503-941-5925
60
BRIGHTPATH WEALTH PLANNING, LLC — reported RAUM up 27% ($129.6M -> $164.5M). IAPD ↗
$164.5M RAUM · 1 reps · 805-764-0335
60
SENTARA CAPITAL — reported RAUM up 28% ($103.0M -> $131.7M). IAPD ↗
$131.7M RAUM · 2 reps · (770) 509-5305 · sentarafinancial.com
60
CHARTER WEALTH MANAGEMENT — reported RAUM up 30% ($129.6M -> $168.1M). IAPD ↗
$168.1M RAUM · 3 reps · 919-729-2100 · charterwm.com
60
QUANTUM CAPITAL ADVISORS, LLC — reported RAUM up 25% ($155.1M -> $193.9M). IAPD ↗
$193.9M RAUM · 4 reps · 609 677-4949
60
LOWELL ROAD ASSET MANAGEMENT, INC. — reported RAUM up 29% ($30.3M -> $39.2M). IAPD ↗
$39.2M RAUM · 2 reps · 516-767-1099 · lowellroad.com
60
BLONG FINANCIAL — reported RAUM up 27% ($139.5M -> $177.5M). IAPD ↗
$177.5M RAUM · 2 reps · 901-681-9037 · blongfinancial.com
60
HILEY HUNT WEALTH MANAGEMENT, INC. — reported RAUM up 28% ($154.0M -> $197.0M). IAPD ↗
$197.0M RAUM · 3 reps · 402-504-9347
60
MAXELE ADVISORS, LLC — reported RAUM up 25% ($122.9M -> $153.7M). IAPD ↗
$153.7M RAUM · 1 reps · 314-961-1850 · maxeleadvisors.com
60
FOCUS WEALTH ADVISORS, LLC — reported RAUM up 30% ($191.2M -> $247.8M). IAPD ↗
$247.8M RAUM · 1 reps · (713) 800-7170
60
SWMG, LLC — reported RAUM up 27% ($196.4M -> $249.0M). IAPD ↗
$249.0M RAUM · 5 reps · 817-210-3444 · strittmatterwealth.com
60
MYECFO — reported RAUM up 29% ($144.2M -> $186.2M). IAPD ↗
$186.2M RAUM · 9 reps · 6502314609 · myecfo.com
60
EMC CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($116.6M -> $148.4M). IAPD ↗
$148.4M RAUM · 1 reps · 832-231-0130 · emccap.com
60
OPINICUS — reported RAUM up 28% ($169.9M -> $216.6M). IAPD ↗
$216.6M RAUM · 3 reps · (813) 443-4767
60
COHEN INVESTMENT ADVISORS, LLC — reported RAUM up 26% ($149.8M -> $188.3M). IAPD ↗
$188.3M RAUM · 2 reps · (603) 232-8350 · investwithcohen.com
60
O'CONNOR FINANCIAL GROUP LLC — reported RAUM up 28% ($158.1M -> $202.3M). IAPD ↗
$202.3M RAUM · 3 reps · 217-223-0113
60
WEALTH TEAMS ALLIANCE — reported RAUM up 25% ($158.9M -> $199.3M). IAPD ↗
$199.3M RAUM · 10 reps · 877-282-4768 · wealth-teams.com
60
ATLANTIS WEALTH ADVISORS LLC — reported RAUM up 25% ($113.1M -> $141.4M). IAPD ↗
$141.4M RAUM · 6 reps · 419-794-0538 · camelotportfolios.com
60
LEVIN FUNDING GROUP LLC — reported RAUM up 27% ($129.5M -> $164.5M). IAPD ↗
$164.5M RAUM · 2 reps · 520-751-2000 · levinfunding.com
60
ATWATER WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($153.5M -> $192.7M). IAPD ↗
$192.7M RAUM · 2 reps · 617-723-1439 · atwaterwealth.com
60
ATWOB — reported RAUM up 27% ($58.2M -> $73.7M). IAPD ↗
$73.7M RAUM · 2 reps · (914) 302-3233 · today2b.com
60
LUMINIST CAPITAL, LLC — reported RAUM up 25% ($102.8M -> $128.6M). IAPD ↗
$128.6M RAUM · 3 reps · 616-600-4517
60
VANTAGE WEALTH PLANNING — reported RAUM up 26% ($134.9M -> $169.7M). IAPD ↗
$169.7M RAUM · 2 reps · 775-502-8484 · vantagewealthplanning.com
60
ECHO WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($147.8M -> $190.0M). IAPD ↗
$190.0M RAUM · 3 reps · 763-432-7875 · echowm.com
60
BUCKLEY CAPITAL ADVISORS, LLC — reported RAUM up 27% ($105.2M -> $133.3M). IAPD ↗
$133.3M RAUM · 2 reps · 347-292-9957 · buckleycapitalpartners.com
60
WP ASSET MANAGEMENT — reported RAUM up 29% ($111.2M -> $143.3M). IAPD ↗
$143.3M RAUM · 1 reps · 908-719-8800
60
PEAK WEALTH MANAGEMENT LLC — reported RAUM up 28% ($93.6M -> $119.8M). IAPD ↗
$119.8M RAUM · 3 reps · 603-488-2476
60
WINTHROP PARTNERS - EPA, LLC — reported RAUM up 28% ($32.9M -> $42.2M). IAPD ↗
$42.2M RAUM · 4 reps · 267-454-4585 · winthroppartners.com
60
ROUNDANGLE ADVISORS LLC — reported RAUM up 28% ($120.4M -> $154.6M). IAPD ↗
$154.6M RAUM · 2 reps · 732-889-3774
60
FIGURE 8 INVESTMENT STRATEGIES LLC — reported RAUM up 25% ($132.7M -> $166.4M). IAPD ↗
$166.4M RAUM · 4 reps · (208) 385-0078
60
MAGNATE ADVISORY SERVICES, LLC — reported RAUM up 25% ($167.6M -> $209.9M). IAPD ↗
$209.9M RAUM · 7 reps · (502) 855-3160
60
MOUNTAIN PASS PLANNING — reported RAUM up 26% ($42.8M -> $53.8M). IAPD ↗
$53.8M RAUM · 1 reps · 845-592-0789
60
WELLINGTON INVESTMENT ADVISORS — reported RAUM up 26% ($148.2M -> $187.0M). IAPD ↗
$187.0M RAUM · 5 reps · 812-333-0874 · wellingtoninvestmentadvisors.com
60
O'BRIEN INVESTMENT MANAGEMENT, LLC — reported RAUM up 25% ($154.1M -> $192.7M). IAPD ↗
$192.7M RAUM · 2 reps · 310-363-2360 · obrienim.com
60
BAYBRIDGE CAPITAL GROUP, LLC — reported RAUM up 26% ($134.4M -> $169.4M). IAPD ↗
$169.4M RAUM · 4 reps · (888) 440-2224 · baybridgecg.com
60
VANGUARD CAPITAL — reported RAUM up 27% ($152.9M -> $194.6M). IAPD ↗
$194.6M RAUM · 0 reps · 844-861-7504 · vcapwa.com
60
RELEVE FINANCIAL GROUP — reported RAUM up 27% ($147.0M -> $186.6M). IAPD ↗
$186.6M RAUM · 5 reps · 612-801-0556 · dawndahlby.com
60
SPAHN WEALTH & RETIREMENT LLC — reported RAUM up 26% ($100.9M -> $127.3M). IAPD ↗
$127.3M RAUM · 1 reps · 602-730-6114
60
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC — reported RAUM up 28% ($144.8M -> $184.8M). IAPD ↗
$184.8M RAUM · 3 reps · (720) 287-0918 · hdwscolorado.com
60
ALERE PLANNING LLC — reported RAUM up 27% ($117.0M -> $149.0M). IAPD ↗
$149.0M RAUM · 2 reps · 410-252-0088 · alereplanning.com
60
DEFINE FINANCIAL, LLC — reported RAUM up 26% ($162.6M -> $205.2M). IAPD ↗
$205.2M RAUM · 3 reps · (858) 345-1197
60
SCALAR GAUGE MANAGEMENT, LLC — reported RAUM up 29% ($149.7M -> $192.5M). IAPD ↗
$192.5M RAUM · 2 reps · (469) 708-2080 · scalargauge.com
60
ROSEROCK WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($132.7M -> $170.5M). IAPD ↗
$170.5M RAUM · 2 reps · (214) 220-8989 · roserockwealth.com
60
ROCKHILL ADVISORS LLC — reported RAUM up 29% ($116.0M -> $149.1M). IAPD ↗
$149.1M RAUM · 1 reps · (312) 282-1040
60
BRIXTON CAPITAL WEALTH ADVISORS, LLC — reported RAUM up 26% ($116.4M -> $146.1M). IAPD ↗
$146.1M RAUM · 4 reps · 516-222-5300 · brixtonwealth.com
60
VITRAL ADVISORS LLC — reported RAUM up 27% ($92.7M -> $117.8M). IAPD ↗
$117.8M RAUM · 2 reps · 212-287-4034 · vitraladvisors.com
60
GREAT GABLE WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($108.4M -> $135.8M). IAPD ↗
$135.8M RAUM · 3 reps · 415-986-1116
60
BRIDGES CAPITAL LLC — reported RAUM up 28% ($40.6M -> $52.2M). IAPD ↗
$52.2M RAUM · 2 reps · 954-271-1075
60
ABLE WEALTH MANAGEMENT LLC — reported RAUM up 29% ($189.4M -> $244.4M). IAPD ↗
$244.4M RAUM · 5 reps · 212-634-7842
60
KAIZEN FINANCIAL STRATEGIES, LLC — reported RAUM up 29% ($141.3M -> $182.7M). IAPD ↗
$182.7M RAUM · 5 reps · (408) 819-9010 · kfstrategies.us
60
ERVIN INVESTMENT MANAGEMENT — reported RAUM up 27% ($161.6M -> $205.9M). IAPD ↗
$205.9M RAUM · 3 reps · 206-495-9957
60
ERICKSON FINANCIAL GROUP, LLC — reported RAUM up 29% ($113.9M -> $146.6M). IAPD ↗
$146.6M RAUM · 2 reps · (484) 209-5270
60
THE H GROUP WASHINGTON, INC. — reported RAUM up 27% ($176.3M -> $223.7M). IAPD ↗
$223.7M RAUM · 6 reps · 425-827-6236
60
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC — reported RAUM up 28% ($119.6M -> $153.7M). IAPD ↗
$153.7M RAUM · 7 reps · 609-945-1772 · wkswa.com
60
ESOTERICA CAPITAL LLC — reported RAUM up 27% ($30.5M -> $38.7M). IAPD ↗
$38.7M RAUM · 3 reps · 860-543-3942 · esotericacap.com
60
DEW POINT CAPITAL — reported RAUM up 30% ($124.5M -> $161.5M). IAPD ↗
$161.5M RAUM · 2 reps · 410-258-2174 · dewpointcap.com
60
EMPOWER WEALTH MANAGEMENT — reported RAUM up 26% ($116.3M -> $146.3M). IAPD ↗
$146.3M RAUM · 2 reps · 512-833-6557 · empoweringretirement.com
60
ABBEY STREET — reported RAUM up 27% ($192.6M -> $245.0M). IAPD ↗
$245.0M RAUM · 7 reps · (952) 224-7272
60
GLENORCHY CAPITAL LIMITED — reported RAUM up 25% ($139.5M -> $174.6M). IAPD ↗
$174.6M RAUM · 2 reps · 61416433041 · glenorchycapital.net
60
SEMUS WEALTH PARTNERS, LLC — reported RAUM up 26% ($185.0M -> $232.4M). IAPD ↗
$232.4M RAUM · 1 reps · 561-465-7550 · semuswp.com
60
PELKONEN AND ASSOCIATES LLC — reported RAUM up 26% ($169.5M -> $212.8M). IAPD ↗
$212.8M RAUM · 2 reps · (631) 396-1032 · ampwealthcare.com
60
MAGNIFINA, LLC — reported RAUM up 27% ($31.0M -> $39.3M). IAPD ↗
$39.3M RAUM · 1 reps · 800-732-0818
60
BISON CAPITAL ADVISORS, LLC — reported RAUM up 29% ($185.4M -> $240.0M). IAPD ↗
$240.0M RAUM · 3 reps · (405) 257-0646 · bisoncapadvisors.com
60
ATLAS FIDUCIARY FINANCIAL, LLC — reported RAUM up 30% ($178.2M -> $231.2M). IAPD ↗
$231.2M RAUM · 5 reps · (941) 879-9290 · atlasfiduciary.com
60
THREE CORD TRUE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($150.3M -> $191.2M). IAPD ↗
$191.2M RAUM · 7 reps · 724-683-3456
60
EMISSARY WEALTH — reported RAUM up 25% ($93.7M -> $117.4M). IAPD ↗
$117.4M RAUM · 5 reps · 201-853-9103 · emissarywealth.com
60
PMV CAPITAL ADVISERS, LLC — reported RAUM up 27% ($62.0M -> $79.0M). IAPD ↗
$79.0M RAUM · 3 reps · 972-850-0146
60
CLARUS GROUP LLC — reported RAUM up 26% ($85.4M -> $107.8M). IAPD ↗
$107.8M RAUM · 2 reps · (732) 325-0456 · clarusfinancial.com
60
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($130.3M -> $164.9M). IAPD ↗
$164.9M RAUM · 1 reps · 214-732-4243
60
TCN PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 29% ($80.0M -> $103.2M). IAPD ↗
$103.2M RAUM · 1 reps · (917) 494-9304
60
NDVR — reported RAUM up 27% ($138.5M -> $175.4M). IAPD ↗
$175.4M RAUM · 7 reps · 857-326-6992
60
TRANSCEND ADVISOR GROUP, LLC — reported RAUM up 27% ($170.0M -> $216.2M). IAPD ↗
$216.2M RAUM · 4 reps · 262-884-9983 · info@transcendadvisorgroup.com
60
MARIPAU WEALTH MANAGEMENT LLC — reported RAUM up 29% ($181.5M -> $235.0M). IAPD ↗
$235.0M RAUM · 17 reps · 260-493-3930
60
BURKHOLDER & ASSOCIATES, LLC — reported RAUM up 28% ($145.7M -> $186.5M). IAPD ↗
$186.5M RAUM · 2 reps · 301-778-9970 · burkholderassociates.com
60
GUERRA PAN ADVISORS, LLC — reported RAUM up 27% ($125.4M -> $158.8M). IAPD ↗
$158.8M RAUM · 2 reps · (917) 599-9596 · guerrapanadvisors.com
60
REICON WEALTH ADVISORS, LLC — reported RAUM up 26% ($114.3M -> $143.5M). IAPD ↗
$143.5M RAUM · 3 reps · 404-328-2120 · reiconwealthadvisors.com
60
HEIGHTS LLC — reported RAUM up 26% ($152.8M -> $192.7M). IAPD ↗
$192.7M RAUM · 2 reps · 310-640-7647
60
INTERWISE — reported RAUM up 28% ($180.5M -> $230.3M). IAPD ↗
$230.3M RAUM · 3 reps · 801-484-6004 · interwisewealth.com
60
SPECIALIZED RETIREMENT CONSULTANTS LLC — reported RAUM up 27% ($120.9M -> $153.6M). IAPD ↗
$153.6M RAUM · 1 reps · 920-858-8957 · specializedretire.com
60
WILKINSON WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($100.6M -> $128.4M). IAPD ↗
$128.4M RAUM · 1 reps · 520-777-1911 · wilkinsonwealthmgmt.com
60
CERTUS WEALTH MANAGEMENT LLC — reported RAUM up 26% ($108.4M -> $136.3M). IAPD ↗
$136.3M RAUM · 1 reps · 650-232-2023 · certuswealthmanagement.com
60
OXFORD WEALTH GROUP, LLC — reported RAUM up 27% ($156.4M -> $198.9M). IAPD ↗
$198.9M RAUM · 7 reps · 407-495-2004
60
AJ ADVISORS — reported RAUM up 29% ($191.0M -> $247.0M). IAPD ↗
$247.0M RAUM · 2 reps · 615-709-8709
60
FOX HILL WEALTH MANAGEMENT — reported RAUM up 28% ($154.6M -> $198.4M). IAPD ↗
$198.4M RAUM · 5 reps · 781-613-2600
60
TRITON WEALTH — reported RAUM up 28% ($151.8M -> $194.8M). IAPD ↗
$194.8M RAUM · 3 reps · 218-927-2427
60
DOUBLE DUTY MONEY MANAGEMENT LLC — reported RAUM up 27% ($26.9M -> $34.1M). IAPD ↗
$34.1M RAUM · 3 reps · (212) 408-1754
58
INVESTOR ADVISORY GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$140.9M RAUM · 4 reps · 704-366-1120 · theiag.com
58
AURORA INVESTMENT COUNSEL — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$219.3M RAUM · 3 reps · 770.226.5323 · aurora-invest.com
58
BOYD FINANCIAL STRATEGIES, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$109.5M RAUM · 2 reps · (508) 754-3226 · boydstrategy.com
58
FINANCIAL CONSULTANTS GROUP INC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$119.0M RAUM · 3 reps · 770-627-2121 · financialconsultantsgroup.net
58
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$36.2M RAUM · 3 reps · 212-287-1500 · corinthianpartners.com
58
PKS INVESTMENT ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$174.6M RAUM · 7 reps · 410-546-5600
58
CFO CAPITAL MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$187.4M RAUM · 6 reps · 203-656-0033/221-0202 · cruicefinancial.com
58
CAPITAL FINANCIAL GROUP, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$196.4M RAUM · 3 reps · 303-629-7500
58
MWA FINANCIAL SERVICES, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$216.1M RAUM · 115 reps · 309-558-3100
58
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$172.5M RAUM · 6 reps · 504-831-4636 · yourfinancialcoaches.com
58
TRIBECA FINANCIAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$188.0M RAUM · 4 reps · 480-553-6247 · tribecafinancial.co
58
THE PLANNER'S EDGE LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$142.3M RAUM · 1 reps · 206-232-4500 · theplannersedge.com
58
NEWGROUND SOCIAL INVESTMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$130.0M RAUM · 1 reps · (206) 522-1944
58
EAN EQUITY FINANCIAL SERVICES LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$126.9M RAUM · 1 reps · 410-340-4973
58
CAPITAL MANAGEMENT SERVICES, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$137.1M RAUM · 5 reps · 636-207-5829
58
MW INVESTMENT STRATEGY — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$43.5M RAUM · 6 reps · (916) 608-4284 · vanhulzenadvisors.com
58
THE BEDMINSTER GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$164.3M RAUM · 2 reps · 843-705-5544
58
ORION CAPITAL MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$218.5M RAUM · 3 reps · (619) 319-0520
58
COLMAN KNIGHT ADVISORY GROUP, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$151.6M RAUM · 5 reps · 978-371-2015 · colmanknight.com
58
CLIENTFIRST WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$221.6M RAUM · 1 reps · (501) 603 - 0406
58
DELTA FINANCIAL ADVISORS, INC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$188.8M RAUM · 3 reps · 301-962-0480
58
OLD OAK FINANCIAL PLANNING, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$134.7M RAUM · 2 reps · 810-220-4400 · oldoakfinancial.com
58
MILLER CAPITAL — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$226.3M RAUM · 1 reps · 248-901-1650 · millercapital.com [website]
58
GODFREY FINANCIAL ASSOCIATES, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$137.5M RAUM · 2 reps · 518-767-2574
58
ASSET PLANNING CORPORATION — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$90.3M RAUM · 2 reps · 561-689-5724 · fpiginc.com
58
CAPITAL PORTFOLIO MANAGEMENT L.L.C. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$175.2M RAUM · 3 reps · 785-271-5555 · cpm-llc.com
58
WEINGARTEN ASSOCIATES, L.L.C. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$134.4M RAUM · 1 reps · 609-620-1770 · weingartenassociates.com
58
CAMELOTTA ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$181.2M RAUM · 2 reps · 415-806-3641 · divorceanalysis.com
58
STEWARDSHIP FINANCIAL PLANNING — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$37.0M RAUM · 1 reps · 914-380-1421 · stewardshipfp.com
58
FINANCIAL SOLUTIONS ASSOCIATES — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$132.5M RAUM · 2 reps · 781-251-0505 · govermanfinancialsolutions.net
58
ANSON ANALYTICS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$203.7M RAUM · 3 reps · 678-216-0795
58
SIERRA PACIFIC FINANCIAL ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$162.1M RAUM · 3 reps · 925 223-8868 · sierrapfa.com
58
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$230.8M RAUM · 6 reps · 949-248-8800
58
PROSPECT FINANCIAL GROUP LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$159.4M RAUM · 1 reps · (703) 852-9673 · prospect-group.com
58
TEAM FINANCIAL STRATEGIES — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$203.2M RAUM · 7 reps · 325-480-1587
58
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$174.2M RAUM · 3 reps · 864-886-9766
58
DAI WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$152.5M RAUM · 28 reps · 404-531-7080 · goodcounselwealth.com
58
GREAT NORTHERN ASSET MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$200.1M RAUM · 3 reps · 360-567-3300 · gnam.us
58
DAVIES FINANCIAL ADVISORS, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$165.3M RAUM · 4 reps · 951-677-3960
58
STOREHOUSE FINANCIAL LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$174.1M RAUM · 3 reps · 877-305-3233 · storehousefinancial.com
58
TWEDDELL GOLDBERG INVESTMENT MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$121.3M RAUM · 4 reps · 209-536-9734 · tginvesting.com
58
STRATEGIC RETIREMENT ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$190.9M RAUM · 2 reps · 916-248-3619 · strategicretirementadvisors.net
58
FINANCIAL ABUNDANCE, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$204.8M RAUM · 3 reps · 814-867-5745 · faicoach.com
58
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$174.5M RAUM · 3 reps · 203-254-2333 · southportstation.com
58
CARLSBAD WEALTH ADVISORY GROUP, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$180.1M RAUM · 4 reps · 760-607-0812 · carlsbadwealth.com
58
WELLSPRING ADVISORS, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$220.0M RAUM · 4 reps · 503-594-1210
58
STRATEGIC FINANCIAL PARTNERS, LTD — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$231.9M RAUM · 6 reps · 503-467-7832 · advisoryfirm.com
58
SAGE HILL ADVISORY AND MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$67.7M RAUM · 3 reps · 518 763-6338
58
HERSHEY FINANCIAL ADVISERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$123.0M RAUM · 3 reps · 717-295-8888 · hersheyfinancialadvisers.com
58
GUIDESTREAM FINANCIAL, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$202.9M RAUM · 5 reps · (517) 750-2727
58
UP NORTH FINANCIAL, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$165.2M RAUM · 2 reps · (231) 929-9300 · upnorthfinancial.com
58
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$129.6M RAUM · 2 reps · 972-972-8565
58
A4 WEALTH ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$137.1M RAUM · 4 reps · 704-509-1141
58
BAUER WEALTH MANAGEMENT INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$133.3M RAUM · 3 reps · 719 575-9000 · bauerheitzmann.com
58
REYES FINANCIAL ARCHITECTURE INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$134.7M RAUM · 2 reps · 858-597-1966 · reyesplan.com
58
LIVIAN & CO. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$123.5M RAUM · 3 reps · (212) 319-8900 · livianco.com
58
RETIREMENTADVICE | JKA — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$201.5M RAUM · 3 reps · 714-779-9200
58
QUEST 10 WEALTH BUILDERS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$157.0M RAUM · 4 reps · 919-552-4286 · completefinancialsolutions.org
58
INTEGRITY INVESTMENT ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$104.5M RAUM · 2 reps · 303-549-4720
58
BASCOMB MADISON & JAMES CAPITAL MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$106.0M RAUM · 1 reps · 802-879-3766
58
FRANGO FINANCIAL — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$111.5M RAUM · 2 reps · 202-244-4460 · frangofinancial.com
58
MCCARTNEY WEALTH MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$166.4M RAUM · 2 reps · 314-246-0595 · mccwm.com
58
CUSTOM PORTFOLIO GROUP — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$175.6M RAUM · 1 reps · 720.259.5113 · custompg.com
58
ARCHETYPE ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$198.7M RAUM · 2 reps · 215 558 5500 · archetypeadvisor.com
58
SADDOCK WEALTH, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$126.7M RAUM · 3 reps · 972-437-5201 · saddockwealth.com
58
TOTAL WEALTH ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$90.7M RAUM · 2 reps · 612-294-9208 · totalwealthadvisors.com
58
MAXELE ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$153.7M RAUM · 1 reps · 314-961-1850 · maxeleadvisors.com
58
RIK SAYLOR FINANCIAL, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$143.2M RAUM · 3 reps · (513) 829-8888 · riksaylorfinancial.com
58
SEVERIN INVESTMENTS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$112.7M RAUM · 6 reps · 314-983-2707
58
GOLDEN BAY ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$140.1M RAUM · 1 reps · 914-215-0194 · goldenbayadvisors.com
58
TREASURE COAST FINANCIAL PLANNING, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$193.7M RAUM · 2 reps · 772-231-1422 · theplanningco.com
58
SAGEOAK FINANCIAL, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$129.1M RAUM · 3 reps · (918) 627-3700
58
SPRINGWATER WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$168.7M RAUM · 2 reps · 888-998-4796 · springwaterwealth.com
58
PHILLIP JAMES FINANCIAL CO. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$166.5M RAUM · 2 reps · 763-432-0852
58
O'CONNOR FINANCIAL GROUP LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$202.3M RAUM · 3 reps · 217-223-0113
58
CORE FINANCIAL ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$159.0M RAUM · 4 reps · 909-382-4545 · cfaonline.com
58
NOVA WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$152.2M RAUM · 5 reps · 239-444-1794
58
SANTA FE ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$170.8M RAUM · 4 reps · 505-501-6200 · santafeadvisorsllc.com
58
BARING FINANCIAL LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$136.4M RAUM · 2 reps · 360-671-7257
58
PROSPERITY WEALTH MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$243.4M RAUM · 48 reps · 925-791-4444 · thinkpwm.com
58
MARSHALL INVESTMENT MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$221.6M RAUM · 7 reps · 303-991-6415 · investwithmarshall.com
58
PETROVIC FINANCIAL SERVICES — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$184.7M RAUM · 3 reps · 913-385-5523 · petrovicfinancial.com
58
SIMMONS CAPITAL GROUP — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$211.5M RAUM · 4 reps · (518) 406-5624
58
ALSWORTH CAPITAL MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$84.1M RAUM · 2 reps · (607) 973-2665
58
PROSPERITY ROAD, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$143.3M RAUM · 2 reps · (714) 241-0212
58
AMERICAN WEALTH ADMINISTRATION GROUP LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$38.0M RAUM · 2 reps · (516) 833-6800
58
HARDING WEALTH, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$124.4M RAUM · 4 reps · (602) 610-9545
58
AQUILANT ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$182.2M RAUM · 2 reps · 314-309-2078 · aquilantadvisors.com
58
MOUNTAIN PASS PLANNING — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$53.8M RAUM · 1 reps · 845-592-0789
58
LYNNLEIGH & COMPANY, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$112.3M RAUM · 3 reps · (585) 623-5970 · lynnleighco.com
58
THE PROFESSIONAL FINANCIAL COMPANY LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$206.2M RAUM · 3 reps · (801) 701-2345
58
LEVATUS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$137.5M RAUM · 3 reps · (617) 505-4710
58
SAS FINANCIAL ADVISORS, LLC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$120.0M RAUM · 3 reps · 415-277-5955 · sasadvisors.com
58
PALADIN FINANCIAL — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$113.0M RAUM · 6 reps · 651-842-8406
58
WEALTHJAR INVESTMENT ADVISORY, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$4.4M RAUM · 6 reps · (808) 585-7788 · mywealthjar.com
58
FORTRESS PRIVATE LEDGER, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$200.7M RAUM · 15 reps · 919-322-2761
58
COUNCILOR, BUCHANAN & MITCHELL, P. C. (CBM) — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$0 RAUM · 6 reps · (301) 986-0600 · cbmcpa.com
58
RESOLUTE WEALTH ADVISOR, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$199.7M RAUM · 4 reps · 419-422-4400 · resolutewealthadvisor.com
58
PRISM PLANNING PARTNERS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$163.9M RAUM · 3 reps · (847) 250-9870
58
CENTENNIAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$118.9M RAUM · 6 reps · (512) 265-5000 · iwanttoretirewell.com
58
SHEETS SMITH INVESTMENT MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$125.8M RAUM · 2 reps · 346-867-8606 · sheetssmithim.com
58
KOA WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$214.2M RAUM · 2 reps · 760-602-6920 · koawealth.com
58
ROSSJOHNSON & ASSOCIATES, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$150.5M RAUM · 4 reps · 763-560-2127 · rossjohnsonweb.com
58
SAVIOR WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$101.5M RAUM · 3 reps · 617-699-8877
58
OATH PLANNING, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$123.5M RAUM · 5 reps · 918-200-9094
58
WEALTHFD — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$32.5M RAUM · 4 reps · 215-671-6660 · taxfd.com
58
FORTHRIGHT FAMILY WEALTH ADVISORY LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$160.8M RAUM · 1 reps · 713-510-3510 · forthrightwealth.com
58
ABBEY STREET — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$245.0M RAUM · 7 reps · (952) 224-7272
58
SWAN CAPITAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$190.7M RAUM · 2 reps · (850) 380-9558
58
APRICUS WEALTH LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$227.1M RAUM · 4 reps · 610-329-4899 · apricuswealth.com
58
EAGLE BLUFFS WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$202.8M RAUM · 3 reps · (573) 507-9084 · eaglebluffs.com
58
SECFI ADVISORY LIMITED — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$156.3M RAUM · 9 reps · (707) 652-9961
58
ONEGROUP WEALTH PARTNERS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$92.9M RAUM · 4 reps · 561-472-2312 · onegroupwealthpartners.com
58
ATLAS FIDUCIARY FINANCIAL, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$231.2M RAUM · 5 reps · (941) 879-9290 · atlasfiduciary.com
58
LIGHTHOUSE WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$155.0M RAUM · 2 reps · 717-346-6333
58
YEARWOOD YOUNG ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$55.1M RAUM · 1 reps · 347-338-0278 · yy-advisors.com
58
AMARA FINANCIAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$159.0M RAUM · 1 reps · 415-319-1071 · amarafinancial.com
58
MEDIA WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$109.4M RAUM · 4 reps · 650-252-0550 · focusfinancialpartners.com
58
ADAPTATION FINANCIAL ADVISORS INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$177.4M RAUM · 5 reps · 972-774-0700 · adaptfa.com
58
NDVR — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$175.4M RAUM · 7 reps · 857-326-6992
58
RWM CAPITAL, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$107.9M RAUM · 12 reps · 832-981-7000
58
PACIFIC POINT ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$212.2M RAUM · 5 reps · 858-356-6600
58
NEXWEALTH LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$129.4M RAUM · 4 reps · 561-971-3939 · nexwealthllc.com
58
SUSTAINABLE ADVISORS ALLIANCE LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$187.2M RAUM · 6 reps · 918-408-7981 · sustainableadvisorsalliance.com
58
INTEGRATED WEALTHCARE, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$117.6M RAUM · 1 reps · 866-694-6292
58
GALLIOTT CAPITAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$118.2M RAUM · 4 reps · 310-362-3320 · galliott.com
58
BULMAN WEALTH GROUP — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$148.2M RAUM · 2 reps · 916-458-8199 · bulmanwealth.com
58
TRACTION FINANCIAL PARTNERS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$238.5M RAUM · 8 reps · 307-672-9738 · tractionfp.com
58
BLUEPRINT FINANCIAL ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$132.5M RAUM · 12 reps · 336-609-7522 · buildyourblueprint.com
58
MUIRFIELD WEALTH ADVISORS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$189.1M RAUM · 2 reps · (704) 442-0047 · muirfieldwealth.com
58
NORMANDY INVESTMENT ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$129.6M RAUM · 5 reps · 913-914-1944 · normandyia.com
58
DOMAIN MONEY ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 5 reps · 760-378-5853
58
BMO DIRECT INVEST INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$4.7M RAUM · 0 reps · 877-685-9057 · bmo.com
58
SAYBROOK WEALTH GROUP, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$196.7M RAUM · 1 reps · (860) 388-2200 · saybrookwealth.com
58
KRD WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$98.5M RAUM · 3 reps · 847-849 5550
58
SPARTA WEALTH PARTNERS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$219.5M RAUM · 3 reps · 704-575-1148
58
CHRISTENSEN GROUP FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$10.1M RAUM · 4 reps · 952-653-1000 · christensengroup.com
58
WAGNER PLANNING — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$114.5M RAUM · 1 reps · 503-342-0038 · wagnerplanning.com
58
WILLIAMSON LEGACY GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$164.9M RAUM · 5 reps · 317-447-3212 · williamsonlegacygroup.com
58
ARTA FINANCE — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$134.9M RAUM · 18 reps · 650-318-3898
58
ALPHA ZERO LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$172.0M RAUM · 6 reps · (561) 576-2599 · alphazerowealth.com
58
CONQUIS FINANCIAL LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$206.9M RAUM · 2 reps · 971-371-3450 · conquis.com
58
RANGE ADVISORY, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
58
BASE WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$213.8M RAUM · 5 reps · 941-203-6040
58
HERBEIN FINANCIAL GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 2 reps · 484-509-1136 · herbein.com
58
AVID WEALTH PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$163.5M RAUM · 4 reps · (210) 864-3333 · avidwp.com
58
TAYLOR FRIGON FAMILY OFFICE, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.3M RAUM · 5 reps · 805-226-0280 · tffamilyoffice.com
58
ONEASCENT FAMILY OFFICES — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$93.8M RAUM · 2 reps · (205) 313-9142
58
CLARITY FINANCIAL ADVISORS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$79.9M RAUM · 4 reps · (816) 786-5031 · theclarityfinancial.com
58
LEGACY SOLUTIONS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$163.9M RAUM · 3 reps · 610-444-9920 · legacysolutions.org
58
HUNTINGTON ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$244.4M RAUM · 2 reps · 888-391-7378 · huntingtonadvisors.com
58
TAG ASSOCIATES FLORIDA LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$29.5M RAUM · 24 reps · 212-275-1500 · tagassoc.com
58
NICHOLSON WEALTH MANAGEMENT GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$226.3M RAUM · 3 reps · 843-790-2625 · nicholsonwmg.com
85
BOON INVESTMENT GROUP, INC. — (AUSTIN, TX) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 512-339-4441 · boongroup.com
85
SHASTA VENTURES — (location n/a) is newly SEC-registered with $2.02B RAUM and 4 advisory reps. IAPD ↗fund
$2.02B RAUM · 4 reps · 650-543-1700 · shasta.vc
85
MACQUARIE CAPITAL PARTNERS LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
$0 RAUM · 15 reps · (212) 231-1000
85
STOCK SNIPS, INC. — (PITTSBURGH, PA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 412-841-8467
85
QUANTITATIVE FINANCE LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 4437529529 · quantitativefinance.io
85
TRINITY CAPITAL ADVISER, LLC — (PHOENIX, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 29 advisory reps. IAPD ↗institutional
$0 RAUM · 29 reps · 480-374-5350
85
AIP CAPITAL ADVISORS LLC — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗institutional
$0 RAUM · 7 reps · 203-487-8200 · aipcapital.com
85
SHORENSTEIN INVESTMENT ADVISERS LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 47 advisory reps. IAPD ↗institutional
$0 RAUM · 47 reps · 415-772-7000 · shorenstein.com
85
ARC LUMINOUS MANAGEMENT COMPANY LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 332-266-7344 · luminouscapitalinc.com
85
NORIAS CAPITAL MANAGEMENT LP — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 27 advisory reps. IAPD ↗institutional
$0 RAUM · 27 reps · 917-440-5835
85
INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. — (NEW YORK, NY) is newly SEC-registered with $3.70B RAUM and 6 advisory reps. IAPD ↗fund
$3.70B RAUM · 6 reps · 212 224-9400 · investcorp-corsair.com
85
FORTWOOD CAPITAL LP — (GRENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 917-796-7192
85
NILES INVESTMENT MANAGEMENT, LLC — (PLANTATION, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · (305) 813-0484 · danniles.com
85
MISSION INVESTMENT ADVISORS LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 1-800-683-8529
85
INATAI INVESTMENT MANAGEMENT CO. LLC — (SEATTLE, WA) is newly SEC-registered with $2.19B RAUM and 5 advisory reps. IAPD ↗fund
$2.19B RAUM · 5 reps · 206-788-8900 · inatai.partners
85
EVEN HERD LLC — (OKLAHOMA CITY, OK) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 405-939-6339 · evenherd.com
85
GALLO PARTNERS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · (973) 200-1755
85
DUNDEE MAESTRO MANAGEMENT, LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 914-815-0896
85
DRACO EVOLUTION — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 949-535-4675
85
BENCHSTONE CAPITAL MANAGEMENT LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 646-908-6000 · benchstonecapital.com
85
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC — (NEW YORK, NY) is newly SEC-registered with $2 RAUM and 4 advisory reps. IAPD ↗institutional
$2 RAUM · 4 reps · 212-895-2280 · soundpointcap.com
85
GE VERNOVA INVESTMENT ADVISERS, LLC — (NORWALK, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
$0 RAUM · 15 reps · +1 203-229-8520 · gevernova.com
85
OBION CAPITAL MANAGEMENT LP — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 305-317-5100
85
QUANTESSENCE CAPITAL — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 212-655-9622
85
FMI TECHNOLOGIES LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 212-729-8490 · fmitech.net
85
AMPLIFIED ADVISORS — (location n/a) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 725-215-7867 · amplifiedadvisors.io
85
APOLLO S3 RIC MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2540 advisory reps. IAPD ↗institutional
$0 RAUM · 2540 reps · 212-515-3200 · apollo.com
85
STRAWBERRY TREE MANAGEMENT COMPANY — (SEATTLE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 206-880-1869 · strawberrymanagement.co
85
FINANCEBUZZ — (DELRAY BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 443-326-1434 · financebuzz.com
83
HUMBLE GROWTH — (NEW YORK, NY) is newly SEC-registered with $316.1M RAUM and 8 advisory reps. IAPD ↗fund
$316.1M RAUM · 8 reps · 212-220-1588 · humblegrowth.com
83
LEH II MANAGEMENT LLC — (ENGLEWOOD, CO) is newly SEC-registered with $380.4M RAUM and 7 advisory reps. IAPD ↗fund
$380.4M RAUM · 7 reps · 720-909-6608 · lincolnenergypartners.net
80
L CAPITAL, LLC — (WINDSOR, CA) is newly SEC-registered with $156.4M RAUM and 1 advisory reps. IAPD ↗fund
$156.4M RAUM · 1 reps · 909-938-2533 · lcapitalmgmt.com
80
RSC ASSET MANAGEMENT GROUP, LLC — (STUDIO CITY, CA) is newly SEC-registered with $137.3M RAUM and 2 advisory reps. IAPD ↗fund
$137.3M RAUM · 2 reps · (310) 598-7073 · rangesummit.com
80
PATRICOF CO — (NEW YORK, NY) is newly SEC-registered with $179.3M RAUM and 5 advisory reps. IAPD ↗fund
$179.3M RAUM · 5 reps · 212-393-4420 · pco.com
80
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP — (NEW YORK, NY) is newly SEC-registered with $10.0M RAUM and 4 advisory reps. IAPD ↗fund
$10.0M RAUM · 4 reps · (646) 722-3343 · artesianinvest.com
80
CALAMOS PRIVATE EQUITY LLC — (NAPERVILLE, IL) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗fund
$0 RAUM · 0 reps · 630-245-7200
80
ACME CREDIT PARTNERS — (NEW YORK, NY) is newly SEC-registered with $90.9M RAUM and 4 advisory reps. IAPD ↗fund
$90.9M RAUM · 4 reps · 6463578385 · acmecreditpartners.com
80
CHARTER OAK ADVISORS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗fund
$0 RAUM · 4 reps · 212-404-2500 · charteroakadvisors.com
80
TRP CAPITAL ADVISORS VI, LLC — (BIRMINGHAM, MI) is newly SEC-registered with $163.1M RAUM and 8 advisory reps. IAPD ↗fund
$163.1M RAUM · 8 reps · 248-648-2358 · trpfund.com
75
PGIM PORTFOLIO ADVISORY — grew from 10 to 26 advisory reps. IAPD ↗institutional
$13.39B RAUM · 26 reps · 973-802-3137 · pgim.com
75
ARES CAPITAL MANAGEMENT II LLC — grew from 433 to 519 advisory reps. IAPD ↗institutional
$5.26B RAUM · 519 reps · 310-201-4100
75
TPG GLOBAL ADVISORS, LLC — grew from 477 to 531 advisory reps. IAPD ↗institutional
$141.77B RAUM · 531 reps · 817-871-4000
75
EQT PARTNERS INC. — grew from 63 to 93 advisory reps. IAPD ↗institutional
$26.05B RAUM · 93 reps · 917 281 0850
75
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — grew from 71 to 128 advisory reps. IAPD ↗institutional
$17.81B RAUM · 128 reps · 212-602-7800 · brevanhoward.com
75
OLIVE STREET INVESTMENT ADVISERS, LLC — grew from 173 to 246 advisory reps. IAPD ↗institutional
$178.21B RAUM · 246 reps · 314-515-2000
75
BCSF ADVISORS, LP — grew from 201 to 227 advisory reps. IAPD ↗institutional
$3.06B RAUM · 227 reps · 617-516-2318
75
OAKTREE FUND ADVISORS, LLC — grew from 198 to 262 advisory reps. IAPD ↗institutional
$9.51B RAUM · 262 reps · 213-830-6300 · osc.brookfieldoaktree.com
75
BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC — grew from 959 to 998 advisory reps. IAPD ↗institutional
$34.50B RAUM · 998 reps · 2124177000 · brookfield.com
75
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — grew from 81 to 103 advisory reps. IAPD ↗institutional
$1.02B RAUM · 103 reps · (203) 542-4200 · silverpointcapital.com
75
OHA PRIVATE CREDIT ADVISORS LLC — grew from 108 to 123 advisory reps. IAPD ↗institutional
$1.46B RAUM · 123 reps · 212-852-1500 · oakhilladvisors.com
75
HPS ADVISORS, LLC — grew from 192 to 283 advisory reps. IAPD ↗institutional
$9.72B RAUM · 283 reps · 212-287-6767
74
PNMAC CAPITAL MANAGEMENT, LLC — grew from 52 to 66 advisory reps. IAPD ↗institutional
$13.11B RAUM · 66 reps · (818) 746-2289
73
MISSIONSQUARE INVESTMENTS — grew from 69 to 82 advisory reps. IAPD ↗institutional
$49.41B RAUM · 82 reps · 202-962-4600 · investments.missionsq.org
73
ROOSEVELT MANAGEMENT COMPANY LLC — grew from 24 to 60 advisory reps. IAPD ↗institutional
$803.1M RAUM · 60 reps · 212-938-4800
73
CERITY PARTNERS RETIREMENT PLAN ADVISORS — grew from 40 to 53 advisory reps. IAPD ↗institutional
$16.22B RAUM · 53 reps · 212-850-4260
73
OHA PRIVATE CREDIT ADVISORS II, L.P. — grew from 108 to 123 advisory reps. IAPD ↗institutional
$495.2M RAUM · 123 reps · 212-326-1500
72
26NORTH DIRECT LENDING — grew from 23 to 35 advisory reps. IAPD ↗institutional
$1.70B RAUM · 35 reps · 212-257-5220 · 26n.com
71
CALLAN — grew from 152 to 163 advisory reps. IAPD ↗institutional
$34.23B RAUM · 163 reps · 415-974-5060 · callan.com
71
TOUCHDOWN VENTURES INC. — grew from 52 to 65 advisory reps. IAPD ↗institutional
$458.5M RAUM · 65 reps · 856-431-3535 · touchdownvc.com
70
NEUBERGER BERMAN BD LLC — grew from 618 to 695 advisory reps. IAPD ↗institutional
$0 RAUM · 695 reps · 212-476-9000 · nb.com
70
PGIM, INC. — grew from 1374 to 1420 advisory reps. IAPD ↗fund
$1014.74B RAUM · 1420 reps · 973-367-6335
70
VANGUARD GROUP INC — grew from 301 to 445 advisory reps. IAPD ↗fund
$7909.76B RAUM · 445 reps · 610-669-1000
70
D. E. SHAW & CO., L.P. — grew from 393 to 442 advisory reps. IAPD ↗fund
$120.47B RAUM · 442 reps · 212-478-0000
70
ADAMS STREET PARTNERS, LLC — grew from 124 to 142 advisory reps. IAPD ↗fund
$54.18B RAUM · 142 reps · 312-553-7890 · adamsstreetpartners.com
70
HARBOURVEST PARTNERS, LLC — grew from 266 to 285 advisory reps. IAPD ↗fund
$150.41B RAUM · 285 reps · 617-348-3707 · harbourvest.com
70
ICE DATA PRICING & REFERENCE DATA, LLC — grew from 214 to 229 advisory reps. IAPD ↗institutional
$0 RAUM · 229 reps · 212-497-3000
70
MFS INVESTMENT MANAGEMENT — grew from 322 to 332 advisory reps. IAPD ↗institutional
$454.33B RAUM · 332 reps · 617-954-5000 · mfs.com
70
INSTITUTIONAL SHAREHOLDER SERVICES INC. — grew from 1580 to 1650 advisory reps. IAPD ↗institutional
$0 RAUM · 1650 reps · 301-556-0500
70
BLACKSTONE ASSET BASED FINANCE ADVISORS LP — grew from 45 to 70 advisory reps. IAPD ↗fund
$27.84B RAUM · 70 reps · 212-583-5000 · blackstone.podbean.com
70
SALIENT ADVISORS, L.P. — grew from 42 to 68 advisory reps. IAPD ↗institutional
$75.3M RAUM · 68 reps · 2147566900 · g.page
70
OAK HILL ADVISORS, L.P. — grew from 108 to 123 advisory reps. IAPD ↗fund
$71.30B RAUM · 123 reps · 212-326-1500
70
FORTRESS INVESTMENT GROUP — grew from 197 to 369 advisory reps. IAPD ↗fund
$79.96B RAUM · 369 reps · 212-798-6100
70
ARES MANAGEMENT LLC — grew from 934 to 1062 advisory reps. IAPD ↗fund
$314.93B RAUM · 1062 reps · 310-201-4100
70
ARES CAPITAL MANAGEMENT LLC — grew from 305 to 431 advisory reps. IAPD ↗fund
$68.59B RAUM · 431 reps · 310-201-4100 · aresmgmt.com
70
BAIN CAPITAL CREDIT, LP — grew from 201 to 227 advisory reps. IAPD ↗fund
$63.22B RAUM · 227 reps · 617-516-2318
70
TWO SIGMA INVESTMENTS, LP — grew from 842 to 866 advisory reps. IAPD ↗fund
$83.96B RAUM · 866 reps · (212) 625-5700
70
TRG MANAGEMENT LP — grew from 62 to 82 advisory reps. IAPD ↗fund
$8.45B RAUM · 82 reps · 212-984-2900 · rohatyngroup.com
70
PARTNERS GROUP (USA) INC. — grew from 237 to 267 advisory reps. IAPD ↗fund
$23.09B RAUM · 267 reps · 212-908-2600 · partnersgroup.com
70
MS CAPITAL PARTNERS ADVISER INC. — grew from 99 to 128 advisory reps. IAPD ↗fund
$27.27B RAUM · 128 reps · (212) 761-7160 · morganstanley.com
70
CITADEL ADVISORS LLC — grew from 1070 to 1132 advisory reps. IAPD ↗fund
$397.05B RAUM · 1132 reps · 305-929-6851
70
SANDS CAPITAL VENTURES, LLC — grew from 48 to 66 advisory reps. IAPD ↗fund
$2.88B RAUM · 66 reps · 703-562-4000 · sandscapitalventures.com
70
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP — grew from 152 to 168 advisory reps. IAPD ↗fund
$44.65B RAUM · 168 reps · 212-446-4000 · davidsonkempner.com
70
HIGHVISTA STRATEGIES LLC — grew from 11 to 28 advisory reps. IAPD ↗fund
$5.38B RAUM · 28 reps · 617-406-6500 · highvistastrategies.com
70
HUDSON BAY CAPITAL MANAGEMENT LP — grew from 83 to 100 advisory reps. IAPD ↗fund
$31.12B RAUM · 100 reps · 203-718-5690 · hudsonbaycapital.com
70
VERITION FUND MANAGEMENT LLC — grew from 147 to 293 advisory reps. IAPD ↗fund
$107.25B RAUM · 293 reps · 203-742-7700 · verition.com
70
ATALAYA CAPITAL MANAGEMENT LP — grew from 41 to 64 advisory reps. IAPD ↗fund
$9.34B RAUM · 64 reps · 212-201-1910
70
VISTA EQUITY PARTNERS MANAGEMENT, LLC — grew from 220 to 239 advisory reps. IAPD ↗fund
$100.97B RAUM · 239 reps · 415-765-6500
70
BAYVIEW ASSET MANAGEMENT, LLC — grew from 124 to 168 advisory reps. IAPD ↗fund
$38.63B RAUM · 168 reps · 305-854-8880 · bayview.com
70
ALPINE INVESTORS — grew from 67 to 102 advisory reps. IAPD ↗fund
$17.28B RAUM · 102 reps · 415-392-9100 · alpineinvestors.com
70
SILVER POINT CAPITAL, L.P. — grew from 81 to 103 advisory reps. IAPD ↗fund
$27.91B RAUM · 103 reps · 203-542-4200 · silverpointcapital.com
70
FLEXPOINT FORD, LLC — grew from 44 to 61 advisory reps. IAPD ↗fund
$8.10B RAUM · 61 reps · 312-327-4520 · flexpointford.com
70
HARRISON STREET ADVISORS, LLC — grew from 233 to 254 advisory reps. IAPD ↗fund
$20.25B RAUM · 254 reps · 312-920-0500 · harrisonst.com
70
MILLENNIUM MANAGEMENT LLC — grew from 2400 to 2660 advisory reps. IAPD ↗fund
$505.94B RAUM · 2660 reps · 212-841-4100
70
AFFINIUS CAPITAL — grew from 44 to 64 advisory reps. IAPD ↗fund
$12.45B RAUM · 64 reps · 212-605-1000 · affiniuscapital.com
70
LS POWER EQUITY ADVISORS, LLC — grew from 57 to 95 advisory reps. IAPD ↗fund
$9.00B RAUM · 95 reps · 212-615-3456
70
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC — grew from 202 to 232 advisory reps. IAPD ↗fund
$26.50B RAUM · 232 reps · 310-201-4100 · arescre.com
70
BRIDGE INVESTMENT GROUP — grew from 260 to 310 advisory reps. IAPD ↗fund
$47.00B RAUM · 310 reps · 801-716-1463 · somerbyseniorliving.com
70
STONEPEAK — grew from 105 to 125 advisory reps. IAPD ↗fund
$60.70B RAUM · 125 reps · 212-907-5100
70
TUDOR INVESTMENT CORPORATION — grew from 162 to 183 advisory reps. IAPD ↗fund
$63.59B RAUM · 183 reps · 203-863-6700 · tudorfunds.com
70
GREYSTAR INVESTMENT GROUP, LLC — grew from 229 to 369 advisory reps. IAPD ↗fund
$28.31B RAUM · 369 reps · 843-579-9400
70
ALPHA WAVE GLOBAL, LP — grew from 30 to 45 advisory reps. IAPD ↗fund
$19.43B RAUM · 45 reps · 212 803-9080
70
NEW MOUNTAIN CAPITAL, LLC — grew from 101 to 126 advisory reps. IAPD ↗fund
$27.29B RAUM · 126 reps · 212-720-0300 · wikipedia.org
70
WALLEYE CAPITAL LLC — grew from 70 to 192 advisory reps. IAPD ↗fund
$31.70B RAUM · 192 reps · 952-345-5200 · walleyecapital.com
70
SK CAPITAL PARTNERS — grew from 32 to 48 advisory reps. IAPD ↗fund
$7.98B RAUM · 48 reps · 212-826-2700
70
PLATINUM EQUITY ADVISORS, LLC — grew from 153 to 178 advisory reps. IAPD ↗fund
$48.38B RAUM · 178 reps · 310-712-1850
70
WESTBRIDGE CAPITAL US ADVISORS, LP — grew from 32 to 52 advisory reps. IAPD ↗fund
$7.96B RAUM · 52 reps · 650-645-6220 · westbridgecap.com
70
ALLIANZ CAPITAL PARTNERS OF AMERICA LLC — grew from 17 to 32 advisory reps. IAPD ↗fund
$4.70B RAUM · 32 reps · 212-739-3000 · allianzcapitalpartners.com
70
VANGUARD GLOBAL ADVISERS, LLC — grew from 77 to 105 advisory reps. IAPD ↗fund
$432.75B RAUM · 105 reps · 610-669-1000
70
TREXQUANT INVESTMENT LP — grew from 49 to 75 advisory reps. IAPD ↗fund
$5.94B RAUM · 75 reps · 203-817-0551 · trexquant.com
70
QUANTUM CAPITAL GROUP — grew from 14 to 68 advisory reps. IAPD ↗fund
$19.72B RAUM · 68 reps · 713-452-2000 · quantumcap.com
70
ACORE CAPITAL, LP — grew from 105 to 120 advisory reps. IAPD ↗fund
$20.11B RAUM · 120 reps · (415) 917-4400 · acorecapital.com
70
SCHONFELD STRATEGIC ADVISORS LLC — grew from 310 to 376 advisory reps. IAPD ↗fund
$89.72B RAUM · 376 reps · 1 786 772 5102 · schonfeld.com
70
HPS INVESTMENT PARTNERS, LLC — grew from 193 to 283 advisory reps. IAPD ↗fund
$125.78B RAUM · 283 reps · 212-287-6767
70
YIELDSTREET — grew from 38 to 106 advisory reps. IAPD ↗fund
$1.22B RAUM · 106 reps · 844-943-5378
70
BLUE OWL CREDIT ADVISORS LLC — grew from 110 to 130 advisory reps. IAPD ↗fund
$38.80B RAUM · 130 reps · (212) 419-3000 · blueowl.com
70
POINT72 ASSET MANAGEMENT, L.P. — grew from 1085 to 1271 advisory reps. IAPD ↗fund
$172.10B RAUM · 1271 reps · 203-890-2000 · link.chtbl.com
70
CENTIVA CAPITAL, LP — grew from 112 to 148 advisory reps. IAPD ↗fund
$18.99B RAUM · 148 reps · 212-554-4180 · centivacapital.com
70
BX REIT ADVISORS L.L.C. — grew from 455 to 492 advisory reps. IAPD ↗institutional
$0 RAUM · 492 reps · 212-583-5000 · spoti.fi
70
STWD INVESTMENT MANAGEMENT, LLC — grew from 75 to 105 advisory reps. IAPD ↗fund
$4.95B RAUM · 105 reps · 305.695.5500
70
BAIN CAPITAL REAL ESTATE, LP — grew from 34 to 52 advisory reps. IAPD ↗fund
$9.37B RAUM · 52 reps · 617-516-2500
70
EXODUSPOINT CAPITAL MANAGEMENT, LP — grew from 274 to 312 advisory reps. IAPD ↗fund
$85.73B RAUM · 312 reps · (646) 940 - 9600 · exoduspoint.com
70
PSG EQUITY L.L.C. — grew from 140 to 159 advisory reps. IAPD ↗fund
$26.65B RAUM · 159 reps · 617-544-8800
70
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC — grew from 110 to 130 advisory reps. IAPD ↗fund
$6.99B RAUM · 130 reps · (212) 419-3000 · blueowl.com
70
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC — grew from 110 to 130 advisory reps. IAPD ↗fund
$20.83B RAUM · 130 reps · (212) 419-3000
70
AGL CREDIT MANAGEMENT LP — grew from 13 to 32 advisory reps. IAPD ↗fund
$14.38B RAUM · 32 reps · 212-973-8600
70
PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC — grew from 25 to 40 advisory reps. IAPD ↗fund
$34.84B RAUM · 40 reps · 212-257-5757 · pretium.com
70
CHURCHILL INVESTMENT MANAGEMENT, LLC — grew from 48 to 69 advisory reps. IAPD ↗institutional
$187.1M RAUM · 69 reps · 646-517-5353 · churchillre.com
70
HINES CAPITAL ADVISORS LLC — grew from 413 to 430 advisory reps. IAPD ↗fund
$2.89B RAUM · 430 reps · 713-621-8000
70
AQUATIC CAPITAL MANAGEMENT LLC — grew from 41 to 66 advisory reps. IAPD ↗fund
$5.54B RAUM · 66 reps · 312-858-6200 · aquatic.com
70
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC — grew from 110 to 130 advisory reps. IAPD ↗fund
$7.63B RAUM · 130 reps · (212) 419-3000 · blueowlproducts.com
70
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — grew from 197 to 247 advisory reps. IAPD ↗fund
$281.35B RAUM · 247 reps · 414-665-1444 · capital.northwesternmutual.com
70
PERCHERON CAPITAL — grew from 20 to 37 advisory reps. IAPD ↗fund
$3.09B RAUM · 37 reps · (415)738-4340 · percheroncapital.com
70
TPG SOLUTIONS ADVISORS — grew from 16 to 48 advisory reps. IAPD ↗fund
$4.54B RAUM · 48 reps · 817-871-4000 · tpg.com
70
EISLER CAPITAL (US) LLC — grew from 19 to 53 advisory reps. IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
70
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC — grew from 110 to 130 advisory reps. IAPD ↗fund
$10.15B RAUM · 130 reps · (212) 419-3000 · otic.com
70
REALTERM — grew from 67 to 87 advisory reps. IAPD ↗fund
$9.21B RAUM · 87 reps · 410-280-1100 · realterm.com
70
CORIENT IA LLC — grew from 1 to 45 advisory reps. IAPD ↗fund
$4.60B RAUM · 45 reps · (786) 530-4306
70
WOLFE RESEARCH ADVISORS, LLC — grew from 99 to 145 advisory reps. IAPD ↗institutional
$0 RAUM · 145 reps · 646-845-0700
70
BCPC ADVISORS, LP — grew from 201 to 227 advisory reps. IAPD ↗institutional
$223.7M RAUM · 227 reps · 617-516-2318
70
MUZINICH DIRECT LENDING ADVISER, LLC — grew from 9 to 26 advisory reps. IAPD ↗institutional
$1,000 RAUM · 26 reps · 212-888-3413 · muzinich.com
70
FIVE ARROWS MANAGERS LLP — (LONDON, United Kingdom) is newly SEC-registered with $11.08B RAUM and 85 advisory reps. IAPD ↗foreign
$11.08B RAUM · 85 reps · 44 20 7280 1028 · rothschildandco.com
70
WHITE OAK CAPITAL PARTNERS PTE. LTD. — (SAMSUNG HUB, Singapore) is newly SEC-registered with $3.60B RAUM and 12 advisory reps. IAPD ↗foreign
$3.60B RAUM · 12 reps · 6569777473 · whiteoakcapitalpartners.com
70
COMPLUS ASSET MANAGEMENT (UK) LIMITED — (LONDON, United Kingdom) is newly SEC-registered with $4.07B RAUM and 5 advisory reps. IAPD ↗foreign
$4.07B RAUM · 5 reps · -787159 · complusam.com
69
CVC CREDIT PARTNERS, LLC — grew from 62 to 76 advisory reps. IAPD ↗fund
$36.45B RAUM · 76 reps · 212-506-3858 · cvc.com
69
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC — grew from 170 to 184 advisory reps. IAPD ↗fund
$112.78B RAUM · 184 reps · 212-315-8100 · global-infra.com
69
INCLINE EQUITY PARTNERS — grew from 46 to 60 advisory reps. IAPD ↗fund
$5.50B RAUM · 60 reps · 412-315-7800
69
VALOR EQUITY PARTNERS — grew from 46 to 60 advisory reps. IAPD ↗fund
$16.99B RAUM · 60 reps · 312-683-1900
69
BDT CAPITAL PARTNERS — grew from 175 to 189 advisory reps. IAPD ↗fund
$49.69B RAUM · 189 reps · 312-660-7300 · bdtmsd.com
69
MSD PARTNERS, L.P. — grew from 175 to 189 advisory reps. IAPD ↗fund
$24.12B RAUM · 189 reps · 212-303-1650 · bdtmsd.com
69
FIVE ELMS CAPITAL — grew from 34 to 48 advisory reps. IAPD ↗fund
$2.38B RAUM · 48 reps · (913) 953-8960 · fiveelms.com
69
ENGINEERS GATE MANAGER LP — grew from 46 to 60 advisory reps. IAPD ↗fund
$6.48B RAUM · 60 reps · 646-757-2800
69
MONTICELLOAM, LLC — grew from 35 to 49 advisory reps. IAPD ↗fund
$1.10B RAUM · 49 reps · 646-844-3600 · trustwellliving.com
69
FLEXPATH STRATEGIES — grew from 4 to 13 advisory reps. IAPD ↗institutional
$54.25B RAUM · 13 reps · 949-460-9898 · flexpathstrategies.com
69
PENCE CAPITAL MANAGEMENT, LLC — grew from 3 to 12 advisory reps. IAPD ↗institutional
$1.08B RAUM · 12 reps · 949-660-8777 · pencecapital.com
69
ANTARES CAPITAL ADVISERS LLC — grew from 191 to 205 advisory reps. IAPD ↗fund
$37.06B RAUM · 205 reps · (312) 889-9920 · antares.com
69
STG PARTNERS, LLC — grew from 56 to 70 advisory reps. IAPD ↗fund
$11.75B RAUM · 70 reps · 650-935-9500 · stgpartners.com
69
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — grew from 31 to 45 advisory reps. IAPD ↗fund
$14.05B RAUM · 45 reps · 212-720-1000 · aquarianinvestments.com
69
ARCTOS PARTNERS — grew from 31 to 45 advisory reps. IAPD ↗fund
$9.83B RAUM · 45 reps · 972-918-3800
68
AMERICAN CENTURY INVESTMENT MANAGEMENT INC — grew from 204 to 217 advisory reps. IAPD ↗fund
$229.55B RAUM · 217 reps · 816-531-5575
68
TA ASSOCIATES — grew from 167 to 180 advisory reps. IAPD ↗fund
$59.60B RAUM · 180 reps · 617-574-6700 · ta.com
68
RIALTO CAPITAL MANAGEMENT, LLC — grew from 78 to 91 advisory reps. IAPD ↗fund
$17.01B RAUM · 91 reps · 305-485-2077 · rialtocapital.com
68
GRYPHON ADVISORS, LLC — grew from 52 to 65 advisory reps. IAPD ↗fund
$9.05B RAUM · 65 reps · 415-217-7400
68
QUANTUM CAPITAL GROUP — grew from 14 to 68 advisory reps. IAPD ↗fund
$539.7M RAUM · 68 reps · 713-452-2000 · quantumcap.com
68
CLAYTON, DUBILIER & RICE, LLC — grew from 118 to 131 advisory reps. IAPD ↗fund
$80.13B RAUM · 131 reps · (212) 407-5200
68
NAPIER PARK GLOBAL CAPITAL LLC — grew from 23 to 36 advisory reps. IAPD ↗fund
$11.74B RAUM · 36 reps · 212-235-0717 · napierparkglobal.com
68
ADVANTAGE CAPITAL — grew from 85 to 110 advisory reps. IAPD ↗fund
$832.5M RAUM · 110 reps · 504-522-4850 · advantagecap.com
68
SUMERU EQUITY PARTNERS — grew from 28 to 41 advisory reps. IAPD ↗fund
$3.51B RAUM · 41 reps · 650-522-3300 · sumeruequity.com
68
BC PARTNERS ADVISORS L.P. — grew from 42 to 55 advisory reps. IAPD ↗fund
$25.24B RAUM · 55 reps · 212-891-2880 · bcpartners.com
68
CHICAGO ATLANTIC ADVISERS, LLC — grew from 20 to 36 advisory reps. IAPD ↗fund
$679.1M RAUM · 36 reps · 312-809-7002 · chicagoatlantic.com
68
SYMETRA INVESTMENT MANAGEMENT COMPANY — grew from 40 to 48 advisory reps. IAPD ↗institutional
$74.60B RAUM · 48 reps · 860-370-7812
68
LS BDC ADVISER, LLC — grew from 15 to 35 advisory reps. IAPD ↗fund
$548.9M RAUM · 35 reps · 786 598 2089
68
AGTB FUND MANAGER, LLC — grew from 70 to 78 advisory reps. IAPD ↗institutional
$1.48B RAUM · 78 reps · 212-692-2000 · agtbcap.com
68
HALO INVESTMENT SERVICES, LLC — grew from 2 to 15 advisory reps. IAPD ↗institutional
$31.2M RAUM · 15 reps · 312-586-2790
68
KING RIVER CAPITAL MANAGEMENT PTY LTD — (SURRY HILLS, NEW SOUTH WALES, Australia) is newly SEC-registered with $338.5M RAUM and 8 advisory reps. IAPD ↗foreign
$338.5M RAUM · 8 reps · 61 417 637 684
67
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — grew from 78 to 90 advisory reps. IAPD ↗fund
$216.59B RAUM · 90 reps · 617-919-0000 · arrowstreetcapital.com
67
STRATEGIC VALUE PARTNERS, LLC — grew from 83 to 95 advisory reps. IAPD ↗fund
$21.03B RAUM · 95 reps · 203-618-3500 · svpglobal.com
67
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC — grew from 34 to 46 advisory reps. IAPD ↗fund
$9.56B RAUM · 46 reps · 310-237-7594
67
GOLDBERG LINDSAY & CO. LLC — grew from 29 to 41 advisory reps. IAPD ↗fund
$9.53B RAUM · 41 reps · 212-651-1100 · lindsaygoldbergllc.com
67
TRINITY HUNT MANAGEMENT, L.P. — grew from 21 to 33 advisory reps. IAPD ↗fund
$2.24B RAUM · 33 reps · 214-777-6600
67
TISHMAN SPEYER PROPERTIES, L.P. — grew from 175 to 187 advisory reps. IAPD ↗fund
$16.08B RAUM · 187 reps · 212-715-0300 · tishmanspeyer.com
67
ARTEMIS REAL ESTATE PARTNERS — grew from 45 to 57 advisory reps. IAPD ↗fund
$8.45B RAUM · 57 reps · 240-235-2022 · artemisrep.com
67
SYMPHONY TECHNOLOGY GROUP, LLC — grew from 57 to 71 advisory reps. IAPD ↗fund
$428.8M RAUM · 71 reps · 650-935-9500
67
RP MANAGEMENT, LLC — grew from 31 to 43 advisory reps. IAPD ↗fund
$17.65B RAUM · 43 reps · 212-883-0200
67
INTANDEM CAPITAL PARTNERS, LLC — grew from 10 to 22 advisory reps. IAPD ↗fund
$1.97B RAUM · 22 reps · 646-930-1530 · intandemcapital.com
67
GC OPAL ADVISORS LLC — grew from 247 to 259 advisory reps. IAPD ↗fund
$104.13B RAUM · 259 reps · 312.205.5050
67
REGENT PROPERTIES — grew from 10 to 17 advisory reps. IAPD ↗institutional
$2.22B RAUM · 17 reps · 310-806-9800 · regentproperties.com
67
HUNTER POINT CAPITAL LP — grew from 19 to 31 advisory reps. IAPD ↗fund
$4.06B RAUM · 31 reps · (212) 970-0700
67
26NORTH — grew from 23 to 35 advisory reps. IAPD ↗fund
$13.96B RAUM · 35 reps · 212-257-5220
66
GEODE CAPITAL MANAGEMENT, LLC — grew from 28 to 34 advisory reps. IAPD ↗institutional
$1062.80B RAUM · 34 reps · 1-800-777-6757
66
CAXTON ASSOCIATES LP — grew from 51 to 62 advisory reps. IAPD ↗fund
$25.58B RAUM · 62 reps · 212 593-7700 · caxton.com
66
TIPTREE ADVISORS, LLC — grew from 4 to 15 advisory reps. IAPD ↗fund
$1.59B RAUM · 15 reps · 212-887-4400
66
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC — grew from 288 to 299 advisory reps. IAPD ↗fund
$139.84B RAUM · 299 reps · 212-458-6082 · corebridgefinancial.com
66
INFRABRIDGE INVESTORS (US) LIMITED — grew from 3 to 9 advisory reps. IAPD ↗institutional
$1.82B RAUM · 9 reps · 561-570-4644 · infrabridge.com
66
DME CAPITAL MANAGEMENT, LP — grew from 0 to 11 advisory reps. IAPD ↗fund
$3.15B RAUM · 11 reps · 212-973-1900 · greenlightcapital.com
66
CHARLESBANK CAPITAL PARTNERS, LLC — grew from 78 to 89 advisory reps. IAPD ↗fund
$17.65B RAUM · 89 reps · 617-619-5400
66
ANDREESSEN HOROWITZ — grew from 89 to 100 advisory reps. IAPD ↗fund
$56.04B RAUM · 100 reps · (650) 798-5800
66
THE RIVERSIDE COMPANY — grew from 116 to 127 advisory reps. IAPD ↗fund
$14.10B RAUM · 127 reps · 212-265-6575 · trccs.com
66
ONE ROCK CAPITAL — grew from 39 to 50 advisory reps. IAPD ↗fund
$10.41B RAUM · 50 reps · 212-605-6000 · onerock.com
66
ADVANTAGE CAPITAL MANAGEMENT — grew from 19 to 30 advisory reps. IAPD ↗fund
$6.46B RAUM · 30 reps · (332) 245 3563 · acap.com
66
WATERTON INVESTMENT ADVISER, L.L.C. — grew from 53 to 64 advisory reps. IAPD ↗fund
$4.71B RAUM · 64 reps · 312-948-4500 · g.page
66
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC — grew from 113 to 124 advisory reps. IAPD ↗fund
$8.22B RAUM · 124 reps · 301-760-7600
66
COPENHAGEN INFRASTRUCTURE PARTNERS INC. — grew from 20 to 31 advisory reps. IAPD ↗fund
$29.75B RAUM · 31 reps · +1 646-300-0541
65
MEEDER PUBLIC FUNDS, INC. — reported RAUM up 115% ($25.37B -> $54.57B). IAPD ↗institutional
$54.57B RAUM · 32 reps · 800-325-3539 · meederinvestment.com
65
CALLAN — reported RAUM up 122% ($15.42B -> $34.23B). IAPD ↗institutional
$34.23B RAUM · 163 reps · 415-974-5060 · callan.com
65
CI GLOBAL INVESTMENTS INC. — reported RAUM up 191% ($3.74B -> $10.89B). IAPD ↗institutional
$10.89B RAUM · 2 reps · 416-364-1145
65
AVIVA INVESTORS AMERICAS — reported RAUM up 195% ($6.30B -> $18.58B). IAPD ↗institutional
$18.58B RAUM · 20 reps · 312-873-5800 · avivainvestorsamericas.com
65
VEST FINANCIAL LLC — reported RAUM up 142% ($10.06B -> $24.38B). IAPD ↗institutional
$24.38B RAUM · 10 reps · 855-979-6060
65
ALTAMAR PARTNERS NORTH AMERICA LLC — reported RAUM up 76% ($3.33B -> $5.86B). IAPD ↗institutional
$5.86B RAUM · 9 reps · 212-257-5781
65
ADVISOR LOGISTICS, LLC — reported RAUM up 78% ($1.80B -> $3.21B). IAPD ↗institutional
$3.21B RAUM · 1 reps · 210-346-8321 · advisorlogistics.com
65
BNY MELLON ETF INVESTMENT ADVISER, LLC — reported RAUM up 330% ($1.39B -> $5.96B). IAPD ↗institutional
$5.96B RAUM · 2 reps · 617-722-7250 · im.bnymellon.com
65
LCG ASSOCIATES, INC. — grew from 44 to 49 advisory reps. IAPD ↗institutional
$1.96B RAUM · 49 reps · (770) 644-0100
65
DUFF & PHELPS INVESTMENT MANAGEMENT CO. — grew from 23 to 28 advisory reps. IAPD ↗institutional
$12.28B RAUM · 28 reps · 312-263-2610 · dpimc.com
65
HILLTOP SECURITIES ASSET MANAGEMENT, LLC — grew from 7 to 12 advisory reps. IAPD ↗institutional
$27.23B RAUM · 12 reps · 214-953-4000 · hilltopsecurities.com
65
BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT — grew from 39 to 44 advisory reps. IAPD ↗institutional
$20.61B RAUM · 44 reps · 212-483-1818
65
GABELLI & COMPANY INVESTMENT ADVISERS, INC. — grew from 8 to 18 advisory reps. IAPD ↗fund
$1.53B RAUM · 18 reps · 914-921-5135 · gabellipartners.com
65
ADHESION WEALTH ADVISOR SOLUTIONS — grew from 10 to 15 advisory reps. IAPD ↗institutional
$8.78B RAUM · 15 reps · 888-295-8351 · adhesionwealth.com
65
LGIM AMERICA — grew from 75 to 85 advisory reps. IAPD ↗fund
$222.35B RAUM · 85 reps · 312-585-0300 · lgima.com
65
SIXTH STREET SPECIALTY LENDING ADVISERS, LLC — grew from 37 to 42 advisory reps. IAPD ↗institutional
$3.34B RAUM · 42 reps · 469-621-3001
65
STONE POINT CAPITAL LLC — grew from 87 to 97 advisory reps. IAPD ↗fund
$48.45B RAUM · 97 reps · 203-862-2900 · stonepointcapital.com
65
ARSENAL CAPITAL MANAGEMENT LP — grew from 56 to 66 advisory reps. IAPD ↗fund
$10.58B RAUM · 66 reps · 212-771-1717 · arsenalcapital.com
65
FRAZIER HEALTHCARE PARTNERS — grew from 52 to 62 advisory reps. IAPD ↗fund
$5.20B RAUM · 62 reps · 206-621-7200 · frazierhealthcare.com
65
GREAT HILL PARTNERS — grew from 61 to 71 advisory reps. IAPD ↗fund
$13.53B RAUM · 71 reps · 617-790-9400
65
RA CAPITAL MANAGEMENT, LP — grew from 70 to 80 advisory reps. IAPD ↗fund
$11.32B RAUM · 80 reps · 617-778-2500 · racap.com
65
TJC LP — grew from 53 to 63 advisory reps. IAPD ↗fund
$30.13B RAUM · 63 reps · 212 572-0800 · tjclp.com
65
AUDAX PRIVATE EQUITY — grew from 96 to 106 advisory reps. IAPD ↗fund
$18.98B RAUM · 106 reps · 617-859-1520 · audaxgroup.com
65
COMVEST ADVISORS LLC — grew from 70 to 80 advisory reps. IAPD ↗fund
$4.26B RAUM · 80 reps · 561-727-2000 · comvest.com
65
FALFURRIAS MANAGEMENT PARTNERS LP — grew from 26 to 36 advisory reps. IAPD ↗fund
$3.22B RAUM · 36 reps · 704-371-3220 · falfurriascapital.com
65
MONROE CAPITAL BDC ADVISORS, LLC — grew from 10 to 15 advisory reps. IAPD ↗institutional
$3.15B RAUM · 15 reps · (312) 258-8300 · monroebdc.com
65
THE VISTRIA GROUP, LP — grew from 45 to 55 advisory reps. IAPD ↗fund
$9.65B RAUM · 55 reps · 312-626-1100 · vistria.com
65
NEXUS CAPITAL MANAGEMENT LP — grew from 12 to 22 advisory reps. IAPD ↗fund
$2.50B RAUM · 22 reps · (424) 330-8820
65
THOROFARE, LLC — grew from 16 to 21 advisory reps. IAPD ↗institutional
$1.58B RAUM · 21 reps · 617-880-7494
65
AMPLIFY INVESTMENTS LLC — grew from 17 to 22 advisory reps. IAPD ↗institutional
$5.33B RAUM · 22 reps · (630)-487-2530
65
CVC ADVISORS (U.S.) INC. — grew from 47 to 52 advisory reps. IAPD ↗institutional
$15.33B RAUM · 52 reps · +1 212 265 6222
65
VISION RIDGE PARTNERS, LLC — grew from 19 to 29 advisory reps. IAPD ↗fund
$3.96B RAUM · 29 reps · 720-616-6506
65
IPI PARTNERS, LLC — grew from 30 to 40 advisory reps. IAPD ↗fund
$9.61B RAUM · 40 reps · 312-796-2200 · ipipartners.com
65
FS/EIG ADVISOR, LLC — grew from 15 to 20 advisory reps. IAPD ↗institutional
$2.22B RAUM · 20 reps · 215-220-6651 · fsinvestments.com
65
GLP CAPITAL PARTNERS, INC. — grew from 20 to 30 advisory reps. IAPD ↗fund
$9.38B RAUM · 30 reps · (310) 393-6788 · gcp.com
65
CHURCHILL DLC ADVISOR LLC — grew from 61 to 66 advisory reps. IAPD ↗institutional
$1.73B RAUM · 66 reps · 212-478-9200 · churchillam.com
65
TRINITY FUND ADVISORS LLC — grew from 15 to 27 advisory reps. IAPD ↗fund
$626.7M RAUM · 27 reps · 808-529-0909
65
COMVEST CREDIT ADVISORS, LLC — grew from 70 to 80 advisory reps. IAPD ↗fund
$4.83B RAUM · 80 reps · 561-727-2000 · comvest.com
65
COMMONWEALTH CREDIT ADVISORS, LLC — grew from 70 to 80 advisory reps. IAPD ↗fund
$1.27B RAUM · 80 reps · 561-727-2000 · comvest.com
65
HAVELI INVESTMENT MANAGEMENT LLC — grew from 24 to 34 advisory reps. IAPD ↗fund
$2.69B RAUM · 34 reps · 512-987-7314
65
CSL III ADVISOR, LLC — grew from 153 to 160 advisory reps. IAPD ↗institutional
$487.5M RAUM · 160 reps · 212-813-4900
65
KUVARE ASSET MANAGEMENT — grew from 31 to 41 advisory reps. IAPD ↗fund
$27.58B RAUM · 41 reps · 312-682-6389 · kuvareassetmanagement.com
65
BRICKTOWN CAPITAL, LLC — grew from 27 to 32 advisory reps. IAPD ↗institutional
$9.95B RAUM · 32 reps · 313-225-0221 · bricktowncapital.com
65
SIXTH STREET LENDING PARTNERS ADVISERS, LLC — grew from 37 to 42 advisory reps. IAPD ↗institutional
$3.14B RAUM · 42 reps · 469-621-3001
65
BLUE OWL STRATEGIC EQUITY ADVISORS LLC — grew from 110 to 130 advisory reps. IAPD ↗fund
$126.6M RAUM · 130 reps · (212) 419-3000 · blueowl.com
65
POM WEALTH MANAGEMENT US LLC — (SÃO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 5511956560488
65
TAULA CAPITAL MANAGEMENT (DIFC) LTD — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · +97 14323 0800
65
TAULA CAPITAL MANAGEMENT (UK) LLP — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 advisory reps. IAPD ↗foreign
$0 RAUM · 9 reps · 44 20 4570 2067
65
TAULA CAPITAL MANAGEMENT (US) LLC — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗foreign
$0 RAUM · 7 reps · 44-20-4570-2067
65
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · 44-20-4570-2067
65
UTI INVESTMENTS AMERICA LIMITED — (ST PETER PORT, Guernsey) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗foreign
$0 RAUM · 0 reps · 65 8499 0103 · utimf.com
65
THE MASS GROUP — (DUBAI, United Arab Emirates) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
$0 RAUM · 2 reps · 971 562 531 443
65
GE INVESTMENT MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗institutional
$45.75B RAUM · 8 reps · 203-229-8923
64
TOWERS WATSON INVESTMENT SERVICES, INC. — grew from 192 to 201 advisory reps. IAPD ↗fund
$51.37B RAUM · 201 reps · 312-288-7700
64
KEYSTONE NATIONAL GROUP, LLC — grew from 25 to 34 advisory reps. IAPD ↗fund
$2.13B RAUM · 34 reps · 925-480-6050 · keystonenational.com
64
GC ADVISORS LLC — grew from 219 to 228 advisory reps. IAPD ↗fund
$132.77B RAUM · 228 reps · 312-205-5050
64
ARGOSY CAPITAL — grew from 38 to 47 advisory reps. IAPD ↗fund
$3.34B RAUM · 47 reps · 610-971-9685 · argosycapital.com
64
BERKSHIRE PARTNERS LLC — grew from 87 to 96 advisory reps. IAPD ↗fund
$23.27B RAUM · 96 reps · (617) 227-0050
64
RESOURCE CAPITAL FUNDS — grew from 42 to 51 advisory reps. IAPD ↗fund
$2.29B RAUM · 51 reps · 720-946-1444 · resourcecapitalfunds.com
64
SEARCHLIGHT CAPITAL PARTNERS — grew from 60 to 69 advisory reps. IAPD ↗fund
$15.21B RAUM · 69 reps · 212-293-3730 · searchlightcap.com
64
H.I.G. WHITEHORSE ADVISERS, LLC — grew from 59 to 65 advisory reps. IAPD ↗institutional
$730.8M RAUM · 65 reps · 305-379-2322 · higwhitehorse.com
64
GAUGE CAPITAL — grew from 26 to 35 advisory reps. IAPD ↗fund
$3.34B RAUM · 35 reps · 682-334-5800
64
SILVERSMITH CAPITAL PARTNERS — grew from 26 to 35 advisory reps. IAPD ↗fund
$4.94B RAUM · 35 reps · 617-670-4300 · silversmithcapital.com
64
FS FUND ADVISOR, LLC — grew from 7 to 11 advisory reps. IAPD ↗institutional
$2.57B RAUM · 11 reps · 215-220-6651 · fskkradvisor.com
64
BLACKSTONE ISG-I ADVISORS L.L.C. — grew from 21 to 30 advisory reps. IAPD ↗fund
$132.74B RAUM · 30 reps · 212-583-5000 · soundcloud.com
64
BLACKSTONE ISG-II ADVISORS L.L.C. — grew from 21 to 30 advisory reps. IAPD ↗fund
$14.29B RAUM · 30 reps · 212-583-5000 · soundcloud.com
64
DIGITAL BRIDGE ADVISORS, LLC — grew from 41 to 50 advisory reps. IAPD ↗fund
$13.47B RAUM · 50 reps · 561-570-4644 · digitalbridge.com
64
AQUARIAN HOLDINGS MANAGEMENT LLC — grew from 21 to 30 advisory reps. IAPD ↗fund
$1.02B RAUM · 30 reps · 212-720-1000 · aquarianlp.com
64
ARA PARTNERS — grew from 23 to 32 advisory reps. IAPD ↗fund
$6.17B RAUM · 32 reps · (713) 337-9150 · arapartners.com
64
ELLIOTT INVESTMENT MANAGEMENT L.P. — grew from 229 to 238 advisory reps. IAPD ↗fund
$97.37B RAUM · 238 reps · (561) 584-8800
64
EPFC CAPITAL PARTNERS — grew from 3 to 9 advisory reps. IAPD ↗institutional
$417.4M RAUM · 9 reps · 786-744-7050 · epfc.capital
64
ANTARES CAPITAL CREDIT ADVISERS LLC — grew from 196 to 205 advisory reps. IAPD ↗institutional
$0 RAUM · 205 reps · 312-889-9920 · antares.com
63
BROOKSTONE ASSET MANAGEMENT, LLC — reported RAUM up 333% ($88.9M -> $384.9M). IAPD ↗institutional
$384.9M RAUM · 5 reps · 630-653-1400 · formulafoliofunds.com
63
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. — reported RAUM up 68% ($21.13B -> $35.52B). IAPD ↗institutional
$35.52B RAUM · 59 reps · 646-231-4000
63
NEWFRONT RETIREMENT SERVICES, INC. — reported RAUM up 122% ($165.2M -> $366.8M). IAPD ↗institutional
$366.8M RAUM · 20 reps · 415-754-3635 · newfront.com
63
MAIN MANAGEMENT FUND ADVISORS, LLC — reported RAUM up 129% ($162.0M -> $370.5M). IAPD ↗institutional
$370.5M RAUM · 16 reps · 415-217-5800 · mainmgtetfs.com
63
CENTERSTONE INVESTORS LLC — reported RAUM up 110% ($228.0M -> $479.0M). IAPD ↗institutional
$479.0M RAUM · 4 reps · 212-503-5789 · centerstoneinv.com
63
OAKTREE FUND ADVISORS, LLC — reported RAUM up 68% ($5.65B -> $9.51B). IAPD ↗institutional
$9.51B RAUM · 262 reps · 213-830-6300 · osc.brookfieldoaktree.com
63
PICTET ASSET MANAGEMENT (USA) CORP — reported RAUM up 524% ($40.5M -> $253.0M). IAPD ↗institutional
$253.0M RAUM · 2 reps · 1 212 237 3190 · am.pictet
63
VETA INVESTMENT PARTNERS, LLC — reported RAUM up 65% ($1.91B -> $3.15B). IAPD ↗institutional
$3.15B RAUM · 2 reps · 646-630-3218 · vetainvestmentpartners.com
63
NEXANNUITY ASSET MANAGEMENT, L.P. — reported RAUM up 228% ($128.6M -> $421.2M). IAPD ↗institutional
$421.2M RAUM · 1 reps · 214-276-6300
63
CSL III ADVISOR, LLC — reported RAUM up 127% ($214.8M -> $487.5M). IAPD ↗institutional
$487.5M RAUM · 160 reps · 212-813-4900
63
KENNEDY LEWIS CAPITAL HOLDINGS LLC — reported RAUM up 213% ($145.3M -> $454.3M). IAPD ↗institutional
$454.3M RAUM · 36 reps · 212-782-3480 · klimllc.com
63
ROC360 ADVISORS LLC — reported RAUM up 80% ($274.7M -> $495.8M). IAPD ↗institutional
$495.8M RAUM · 35 reps · 212-607-8333
63
AEA QP ADVISERS LLC — grew from 112 to 120 advisory reps. IAPD ↗fund
$15.59B RAUM · 120 reps · 212-644-5900 · aeainvestors.com
63
WHITESTAR ADVISORS, LLC — grew from 5 to 10 advisory reps. IAPD ↗institutional
$530.3M RAUM · 10 reps · 561-999-9949 · whitestarllc.com
63
TRPC ADVISORY SERVICES — grew from 6 to 11 advisory reps. IAPD ↗institutional
$899.2M RAUM · 11 reps · 888-673-5440
63
BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS — grew from 10 to 18 advisory reps. IAPD ↗fund
$3.54B RAUM · 18 reps · 212-359-7800 · bentallgreenoak.com
63
BAIN CAPITAL PRIVATE EQUITY, LP — grew from 381 to 389 advisory reps. IAPD ↗fund
$78.60B RAUM · 389 reps · 617-516-2318
63
EXCHANGE TRADED CONCEPTS, LLC — grew from 9 to 12 advisory reps. IAPD ↗institutional
$5.49B RAUM · 12 reps · 405-778-8377
63
CRESCENT CAPITAL GROUP LP — grew from 106 to 114 advisory reps. IAPD ↗fund
$42.56B RAUM · 114 reps · 310-235-5900 · crescentcap.com
63
WEISS ASSET MANAGEMENT — grew from 40 to 48 advisory reps. IAPD ↗fund
$6.72B RAUM · 48 reps · 617-778-7780 · weissasset.com
63
GRAHAM PARTNERS, INC. — grew from 59 to 67 advisory reps. IAPD ↗fund
$3.51B RAUM · 67 reps · 610-408-0500 · grahampartners.net
63
PARTHENON CAPITAL PARTNERS — grew from 31 to 39 advisory reps. IAPD ↗fund
$12.95B RAUM · 39 reps · 415-913-3900 · parthenoncapital.com
63
SOUND POINT CAPITAL MANAGEMENT, LP — grew from 68 to 76 advisory reps. IAPD ↗fund
$38.38B RAUM · 76 reps · (212) 895-2280 · soundpointcap.com
63
SIXTH STREET ADVISERS, LLC — grew from 267 to 275 advisory reps. IAPD ↗fund
$70.98B RAUM · 275 reps · 469-621-3001
63
TPG CAPITAL ADVISORS, LLC — grew from 342 to 350 advisory reps. IAPD ↗fund
$112.21B RAUM · 350 reps · 817-871-4000 · tpg.com
63
STONE RIDGE ASSET MANAGEMENT LLC — grew from 20 to 28 advisory reps. IAPD ↗fund
$24.99B RAUM · 28 reps · 212-257-4750 · stoneridgefunds.com
63
RIVER CANYON FUND MANAGEMENT LLC — grew from 42 to 47 advisory reps. IAPD ↗institutional
$884.6M RAUM · 47 reps · 214 253 6000 · rivercanyonfunds.com
63
GCP INVESTMENT ADVISOR, LLC — grew from 64 to 72 advisory reps. IAPD ↗fund
$3.60B RAUM · 72 reps · 312-966-3800 · greencourtepartners.com
63
OPENGATE CAPITAL MANAGEMENT, LLC — grew from 22 to 30 advisory reps. IAPD ↗fund
$1.51B RAUM · 30 reps · 310-432-7000
63
THEOREM — grew from 21 to 29 advisory reps. IAPD ↗fund
$2.02B RAUM · 29 reps · 415-489-0457 · theoremlp.com
63
LWO LLC — grew from 10 to 20 advisory reps. IAPD ↗fund
$278.6M RAUM · 20 reps · 469-351-3470
63
HOLOCENE ADVISORS, LP — grew from 37 to 45 advisory reps. IAPD ↗fund
$36.69B RAUM · 45 reps · 646-779-6420
63
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC — grew from 108 to 116 advisory reps. IAPD ↗fund
$39.06B RAUM · 116 reps · 561-544-7475 · digitalbridge.com
63
CAPACUITY LLC — grew from 11 to 14 advisory reps. IAPD ↗institutional
$7.11B RAUM · 14 reps · (407) 949-6889 · capacuity.com
63
OXFORD FINANCE ADVISORS, LLC — grew from 68 to 76 advisory reps. IAPD ↗fund
$1.23B RAUM · 76 reps · 703-519-4900
63
TIVERTON ADVISORS, LLC — grew from 16 to 24 advisory reps. IAPD ↗fund
$1.62B RAUM · 24 reps · 919-307-4527
63
SOUTHERN RIDGES CAPITAL (USA) LLC — grew from 8 to 11 advisory reps. IAPD ↗institutional
$1.01B RAUM · 11 reps · +1 332 910 5167
63
DEXTRA PARTNERS — grew from 6 to 14 advisory reps. IAPD ↗fund
$3.40B RAUM · 14 reps · 212-300-9820
63
STRIVE ASSET MANAGEMENT — grew from 1 to 4 advisory reps. IAPD ↗institutional
$1.08B RAUM · 4 reps · 614-704-0187
63
RADIAN INVESTMENT MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$315.1M RAUM · 4 reps · 9175762742
62
AC FUNDS, LLC — reported RAUM up 72% ($200.2M -> $343.5M). IAPD ↗institutional
$343.5M RAUM · 1 reps · 201-426-0081
62
CUTTER CAPITAL MANAGEMENT — reported RAUM up 73% ($223.9M -> $387.2M). IAPD ↗institutional
$387.2M RAUM · 5 reps · 646-989-4200
62
FEDERATED SECURITIES CORP. — grew from 195 to 202 advisory reps. IAPD ↗institutional
$0 RAUM · 202 reps · (412) 288-1900
62
ARDIAN — grew from 69 to 76 advisory reps. IAPD ↗fund
$1.61B RAUM · 76 reps · 212-506-5610 · ardian.com
62
SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. — grew from 6 to 8 advisory reps. IAPD ↗institutional
$6.22B RAUM · 8 reps · 212-421-6800
62
PRETIUM CREDIT MANAGEMENT, LLC — grew from 17 to 24 advisory reps. IAPD ↗fund
$3.22B RAUM · 24 reps · 704-628-4100
62
DBX ADVISORS LLC — grew from 9 to 11 advisory reps. IAPD ↗institutional
$20.04B RAUM · 11 reps · 212-454-4500
62
PERCEPTIVE ADVISORS — grew from 23 to 30 advisory reps. IAPD ↗fund
$9.72B RAUM · 30 reps · 646-205-5300
62
GTIS PARTNERS — grew from 85 to 92 advisory reps. IAPD ↗fund
$2.61B RAUM · 92 reps · 212-220-5200
62
CENTERBRIDGE PARTNERS, L.P. — grew from 102 to 109 advisory reps. IAPD ↗fund
$56.29B RAUM · 109 reps · 212-672-5000 · centerbridge.com
62
GOLDEN GATE CAPITAL — grew from 48 to 55 advisory reps. IAPD ↗fund
$10.46B RAUM · 55 reps · 415 983 2700 · goldengatecap.com
62
BV INVESTMENT PARTNERS, L.P. — grew from 22 to 29 advisory reps. IAPD ↗fund
$5.67B RAUM · 29 reps · 617-350-1500 · bvlp.com
62
AUDAX PRIVATE DEBT — grew from 54 to 61 advisory reps. IAPD ↗fund
$19.90B RAUM · 61 reps · 212-703-2700 · audaxprivatedebt.com
62
TRANSWESTERN INVESTMENT MANAGEMENT, LLC — grew from 19 to 26 advisory reps. IAPD ↗fund
$4.02B RAUM · 26 reps · 214-572-9817 · transwesterninvest.com
62
INTERVEST CAPITAL PARTNERS LLC — grew from 17 to 21 advisory reps. IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
62
CION INVESTMENT MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗institutional
$2.00B RAUM · 11 reps · 212-418-4700 · cioninvestments.com
62
LGT CAPITAL PARTNERS (USA) INC. — grew from 38 to 45 advisory reps. IAPD ↗fund
$55.73B RAUM · 45 reps · 212-336-0650 · lgtcp.com
62
DEERPATH CAPITAL MANAGEMENT, LP — grew from 81 to 88 advisory reps. IAPD ↗fund
$7.24B RAUM · 88 reps · 212-922-0724 · deerpathcapital.com
62
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — grew from 153 to 160 advisory reps. IAPD ↗fund
$46.76B RAUM · 160 reps · 212-813-4900 · carlyle.com
62
TURN/RIVER MANAGEMENT, L.P. — grew from 48 to 55 advisory reps. IAPD ↗fund
$2.69B RAUM · 55 reps · 415-858-0910 · turnriver.com
62
VEST FINANCIAL LLC — grew from 8 to 10 advisory reps. IAPD ↗institutional
$24.38B RAUM · 10 reps · 855-979-6060
62
TRIVE CAPITAL MANAGEMENT LLC — grew from 40 to 47 advisory reps. IAPD ↗fund
$6.74B RAUM · 47 reps · 214-499-9715
62
NEWFRONT RETIREMENT SERVICES, INC. — grew from 16 to 20 advisory reps. IAPD ↗institutional
$366.8M RAUM · 20 reps · 415-754-3635 · newfront.com
62
KEY GROUP HOLDINGS (USA) INC — grew from 8 to 10 advisory reps. IAPD ↗institutional
$4.33B RAUM · 10 reps · 1-214-461-0528
62
BASIS MANAGEMENT GROUP LLC — grew from 33 to 40 advisory reps. IAPD ↗fund
$1.33B RAUM · 40 reps · 212-842-5712 · basisinvgroup.com
62
PRITZKER PRIVATE CAPITAL — grew from 45 to 52 advisory reps. IAPD ↗fund
$5.56B RAUM · 52 reps · 312-447-6050 · ppcpartners.com
62
GEF CAPITAL PARTNERS — grew from 29 to 36 advisory reps. IAPD ↗fund
$1.54B RAUM · 36 reps · 202-743-2898
62
COMPASS ROSE ASSET MANAGEMENT — grew from 11 to 18 advisory reps. IAPD ↗fund
$12.35B RAUM · 18 reps · 212-888-1433 · compassroseam.com
62
FORUM CAPITAL ADVISORS LLC — grew from 6 to 15 advisory reps. IAPD ↗fund
$827.8M RAUM · 15 reps · 303-501-8860 · forumcapadvisors.com
62
GARNETT STATION PARTNERS — grew from 14 to 21 advisory reps. IAPD ↗fund
$2.32B RAUM · 21 reps · (917) 671-9731 · garnettstation.com
62
CORNERSTONE ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗institutional
$2.29B RAUM · 7 reps · 828-210-8184
62
RRA CAPITAL — grew from 14 to 18 advisory reps. IAPD ↗institutional
$432.8M RAUM · 18 reps · 602-714-5111
62
GDA LUMA CAPITAL MANAGEMENT, LP — grew from 4 to 13 advisory reps. IAPD ↗fund
$331.9M RAUM · 13 reps · 917-312-6701 · gdaluma.com
62
RENOVUS ASSOCIATES, LLC — grew from 14 to 21 advisory reps. IAPD ↗fund
$1.54B RAUM · 21 reps · 610-848-7700
62
HARBOURVIEW EQUITY PARTNERS, LLC — grew from 19 to 26 advisory reps. IAPD ↗fund
$1.45B RAUM · 26 reps · 973-329-0285 · harbourviewequity.com
62
SYMMETRY INVESTMENTS US LLC — grew from 2 to 4 advisory reps. IAPD ↗institutional
$12.88B RAUM · 4 reps · 646-939-4060 · symmetryinvestments.com
62
IMPACTASSETS CAPITAL PARTNERS PBLLC — grew from 9 to 11 advisory reps. IAPD ↗institutional
$1.58B RAUM · 11 reps · 855-920-2303 · impactassetscapital.com
62
CAPVEST PARTNERS, INC. — grew from 6 to 8 advisory reps. IAPD ↗institutional
$5.92B RAUM · 8 reps · 212-430-1400
61
SEAFARER CAPITAL PARTNERS, LLC — reported RAUM up 60% ($2.21B -> $3.53B). IAPD ↗institutional
$3.53B RAUM · 11 reps · (415) 578-9080 · seafarerfunds.com
61
INNOVATOR CAPITAL MANAGEMENT, LLC — reported RAUM up 58% ($11.05B -> $17.43B). IAPD ↗institutional
$17.43B RAUM · 6 reps · 800-208-5212
61
MAIN MANAGEMENT ETF ADVISORS, LLC — reported RAUM up 56% ($1.11B -> $1.72B). IAPD ↗institutional
$1.72B RAUM · 16 reps · 415-217-5800 · mainmgtetfs.com
61
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — reported RAUM up 69% ($184.3M -> $311.6M). IAPD ↗institutional
$311.6M RAUM · 92 reps · 646-735-4293 · ir.carlyle.com
61
HEITMAN CAPITAL MANAGEMENT LLC — grew from 185 to 191 advisory reps. IAPD ↗fund
$8.60B RAUM · 191 reps · (312) 855-5700
61
MERIT ENERGY COMPANY — grew from 16 to 22 advisory reps. IAPD ↗fund
$4.60B RAUM · 22 reps · 972-701-8377 · meritenergy.com
61
CARDINAL INVESTMENT ADVISORS, L.L.C. — grew from 38 to 44 advisory reps. IAPD ↗institutional
$0 RAUM · 44 reps · 312-212-4000 · cia-llc.com
61
CRESTLINE MANAGEMENT, L.P. — grew from 142 to 148 advisory reps. IAPD ↗fund
$24.54B RAUM · 148 reps · 817-339-7600 · crestlineinvestors.com
61
MELLON HEDGE ADVISORS — grew from 0 to 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 617 722 7018
61
TOP TIER CAPITAL PARTNERS, LLC — grew from 17 to 23 advisory reps. IAPD ↗fund
$7.18B RAUM · 23 reps · 415-835-7500 · ttcp.com
61
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. — grew from 144 to 150 advisory reps. IAPD ↗fund
$68.54B RAUM · 150 reps · 212-583-5000 · spoti.fi
61
BEACH POINT CAPITAL MANAGEMENT LP — grew from 61 to 67 advisory reps. IAPD ↗fund
$18.00B RAUM · 67 reps · (310) 996-9700 · beachpoint.capital
61
MIDOCEAN US ADVISOR, L.P. — grew from 17 to 23 advisory reps. IAPD ↗fund
$3.70B RAUM · 23 reps · 212-497-1400 · midoceanpartners.com
61
SHAMROCK CAPITAL ADVISORS, LLC — grew from 33 to 39 advisory reps. IAPD ↗fund
$4.34B RAUM · 39 reps · 310-974-6600 · shamrockcap.com
61
ACCEL-KKR — grew from 65 to 71 advisory reps. IAPD ↗fund
$19.30B RAUM · 71 reps · 650-289-2460 · accel-kkr.com
61
CLARION CAPITAL PARTNERS, LLC — grew from 17 to 23 advisory reps. IAPD ↗fund
$1.74B RAUM · 23 reps · 212-821-0170 · clarion-capital.com
61
THE STERLING GROUP, L.P. — grew from 40 to 46 advisory reps. IAPD ↗fund
$5.93B RAUM · 46 reps · 713-877-8257 · sterling-group.com
61
PCCP, LLC — grew from 71 to 77 advisory reps. IAPD ↗fund
$15.35B RAUM · 77 reps · 310-414-7870
61
AKSIA CA LLC — grew from 25 to 31 advisory reps. IAPD ↗fund
$1.91B RAUM · 31 reps · 858-456-6000
61
GTCR LLC — grew from 80 to 86 advisory reps. IAPD ↗fund
$39.88B RAUM · 86 reps · 312-382-2200 · gtcr.com
61
SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. — grew from 60 to 66 advisory reps. IAPD ↗fund
$4.73B RAUM · 66 reps · 415-310-0391
61
VICTORY PARK CAPITAL — grew from 29 to 35 advisory reps. IAPD ↗fund
$4.64B RAUM · 35 reps · 312-701-1777
61
BERKSHIRE PROPERTY ADVISORS, LLC — grew from 52 to 58 advisory reps. IAPD ↗fund
$12.75B RAUM · 58 reps · 617-646-2300
61
TIGER INFRASTRUCTURE PARTNERS LP — grew from 17 to 23 advisory reps. IAPD ↗fund
$3.09B RAUM · 23 reps · 212-201-2180
61
CETERA INVESTMENT MANAGEMENT LLC — grew from 7 to 13 advisory reps. IAPD ↗institutional
$0 RAUM · 13 reps · 310-257-7880 · cetera.com
61
ALLIANT RETIREMENT CONSULTING — grew from 17 to 23 advisory reps. IAPD ↗institutional
$144.0M RAUM · 23 reps · (713) 470-4208 · alliantretirementconsulting.com
61
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC — grew from 46 to 52 advisory reps. IAPD ↗fund
$8.26B RAUM · 52 reps · 212-235-1000 · redbirdcap.com
61
TERRACAP MANAGEMENT LLC — grew from 12 to 18 advisory reps. IAPD ↗fund
$2.32B RAUM · 18 reps · 239-540-2002 · terracapmgmt.com
61
RUBICON TECHNOLOGY MANAGEMENT L.L.C. — grew from 21 to 27 advisory reps. IAPD ↗fund
$3.98B RAUM · 27 reps · (303) 872-6950 · rubicontp.com
61
TPG REAL ESTATE ADVISORS, LLC — grew from 38 to 44 advisory reps. IAPD ↗fund
$15.79B RAUM · 44 reps · 817-871-4000
61
REVELSTOKE CAPITAL PARTNERS — grew from 41 to 47 advisory reps. IAPD ↗fund
$5.49B RAUM · 47 reps · 303-953-7438
61
WARWICK INVESTMENT GROUP, LLC — grew from 13 to 19 advisory reps. IAPD ↗fund
$1.65B RAUM · 19 reps · 405-607-3400
61
TRINITAS CAPITAL MANAGEMENT — grew from 8 to 14 advisory reps. IAPD ↗fund
$12.92B RAUM · 14 reps · 214-420-2400 · trinitascmllc.com
61
QUINBROOK INFRASTRUCTURE PARTNERS LLC — grew from 6 to 12 advisory reps. IAPD ↗fund
$4.83B RAUM · 12 reps · 346-998-5830 · quinbrook.com
61
CORE INDUSTRIAL PARTNERS, LLC — grew from 22 to 28 advisory reps. IAPD ↗fund
$2.00B RAUM · 28 reps · 312-566-4880
61
GALAXY DIGITAL CAPITAL MANAGEMENT LP — grew from 22 to 28 advisory reps. IAPD ↗fund
$3.65B RAUM · 28 reps · 212-499-0081
61
CORTLAND INVESTMENT MANAGEMENT, LLC — grew from 117 to 123 advisory reps. IAPD ↗fund
$5.58B RAUM · 123 reps · 404-965-3988 · cortland.com
61
ACHIEVE PARTNERS MANAGEMENT, LLC — grew from 6 to 14 advisory reps. IAPD ↗fund
$602.8M RAUM · 14 reps · 332-400-1140 · achievepartners.com
61
BAIN CAPITAL INSURANCE SOLUTIONS, LP — grew from 13 to 19 advisory reps. IAPD ↗fund
$1.86B RAUM · 19 reps · 617-516-2318 · baincapitalinsurance.com
61
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. — grew from 15 to 21 advisory reps. IAPD ↗fund
$1.86B RAUM · 21 reps · 212-720-0300 · newmountainfinance.com
61
GHISALLO CAPITAL MANAGEMENT LLC — grew from 13 to 19 advisory reps. IAPD ↗fund
$2.79B RAUM · 19 reps · 617-502-5735 · ghisallo.com
61
CAI MANAGER LP — grew from 7 to 13 advisory reps. IAPD ↗fund
$1.38B RAUM · 13 reps · (415) 640-5422
61
SORA INVESTORS — grew from 4 to 7 advisory reps. IAPD ↗institutional
$673.1M RAUM · 7 reps · 610-801-2000
61
VELOCITY CAPITAL ADVISORS LLC — grew from 7 to 10 advisory reps. IAPD ↗institutional
$818.2M RAUM · 10 reps · 917-847-0499 · velocitycapllc.com
60
AEA INVESTORS SBF LP — reported RAUM up 90% ($1.86B -> $3.54B). IAPD ↗fund
$3.54B RAUM · 115 reps · 212-644-5900 · aeainvestors.com
60
PINE RIVER CAPITAL MANAGEMENT L.P. — reported RAUM up 169% ($3.61B -> $9.72B). IAPD ↗fund
$9.72B RAUM · 15 reps · 612-238-3300 · pinerivercapital.com
60
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC — reported RAUM up 83% ($15.26B -> $27.89B). IAPD ↗fund
$27.89B RAUM · 233 reps · 212-503-2100 · soundcloud.com
60
ALTARIS, LLC — reported RAUM up 98% ($4.76B -> $9.41B). IAPD ↗fund
$9.41B RAUM · 32 reps · 212-931-0250 · altariscap.com
60
VERITION FUND MANAGEMENT LLC — reported RAUM up 146% ($43.63B -> $107.25B). IAPD ↗fund
$107.25B RAUM · 293 reps · 203-742-7700 · verition.com
60
QUANTITATIVE INVESTMENT MANAGEMENT, LLC — reported RAUM up 88% ($1.12B -> $2.11B). IAPD ↗fund
$2.11B RAUM · 6 reps · 434-817-4800 · quantitative.com
60
BERTRAM CAPITAL MANAGEMENT LLC — reported RAUM up 79% ($1.97B -> $3.52B). IAPD ↗fund
$3.52B RAUM · 26 reps · 650-358-5000 · bertramcapital.com
60
DME CAPITAL MANAGEMENT, LP — reported RAUM up 98% ($1.59B -> $3.15B). IAPD ↗fund
$3.15B RAUM · 11 reps · 212-973-1900 · greenlightcapital.com
60
CIVC PARTNERS — reported RAUM up 103% ($1.12B -> $2.27B). IAPD ↗fund
$2.27B RAUM · 23 reps · (312) 873-7300 · civc.com
60
PARTHENON CAPITAL PARTNERS — reported RAUM up 82% ($7.10B -> $12.95B). IAPD ↗fund
$12.95B RAUM · 39 reps · 415-913-3900 · parthenoncapital.com
60
MAN SOLUTIONS LLC — reported RAUM up 343% ($1.65B -> $7.29B). IAPD ↗fund
$7.29B RAUM · 21 reps · 212.649.6600 · man.com
60
COOPER CREEK PARTNERS MANAGEMENT LLC — reported RAUM up 88% ($1.31B -> $2.46B). IAPD ↗fund
$2.46B RAUM · 5 reps · 646-291-2852
60
CADIAN CAPITAL MANAGEMENT, LP — reported RAUM up 77% ($2.48B -> $4.40B). IAPD ↗fund
$4.40B RAUM · 9 reps · 212-792-8800 · cadiancap.com
60
NEWFOUND RESEARCH LLC — reported RAUM up 152% ($48.5M -> $122.1M). IAPD ↗institutional
$122.1M RAUM · 2 reps · (617) 531-9773 · blog.thinknewfound.com
60
EDGEWATER SERVICES, LLC — reported RAUM up 84% ($1.60B -> $2.94B). IAPD ↗fund
$2.94B RAUM · 20 reps · 312-649-5666 · edgewaterfunds.com
60
KARYA CAPITAL MANAGEMENT LP — reported RAUM up 207% ($1.22B -> $3.73B). IAPD ↗fund
$3.73B RAUM · 3 reps · 212-201-1970
60
LGT CAPITAL PARTNERS (USA) INC. — reported RAUM up 172% ($20.52B -> $55.73B). IAPD ↗fund
$55.73B RAUM · 45 reps · 212-336-0650 · lgtcp.com
60
WALLEYE CAPITAL LLC — reported RAUM up 168% ($11.85B -> $31.70B). IAPD ↗fund
$31.70B RAUM · 192 reps · 952-345-5200 · walleyecapital.com
60
ALLIANZ CAPITAL PARTNERS OF AMERICA LLC — reported RAUM up 103% ($2.31B -> $4.70B). IAPD ↗fund
$4.70B RAUM · 32 reps · 212-739-3000 · allianzcapitalpartners.com
60
LONG RIDGE EQUITY PARTNERS — reported RAUM up 77% ($1.19B -> $2.11B). IAPD ↗fund
$2.11B RAUM · 17 reps · 212-951-8651 · lrepllc.com
60
THE PALISADES GROUP, LLC — reported RAUM up 88% ($8.42B -> $15.81B). IAPD ↗fund
$15.81B RAUM · 17 reps · 512-361-2148
60
MACKENZIE INVESTMENTS — reported RAUM up 101% ($3.81B -> $7.64B). IAPD ↗fund
$7.64B RAUM · 9 reps · 617-439-9500 · mackenzieinvestments.com
60
HOLDCO ASSET MANAGEMENT, LP — reported RAUM up 85% ($1.29B -> $2.39B). IAPD ↗fund
$2.39B RAUM · 4 reps · 954-433-6862
60
OASIS CAPITAL PARTNERS (TEXAS) INC. — reported RAUM up 88% ($3.05B -> $5.74B). IAPD ↗fund
$5.74B RAUM · 22 reps · 1-512-225-1025
60
TENARON CAPITAL MANAGEMENT LP — reported RAUM up 81% ($18.97B -> $34.40B). IAPD ↗fund
$34.40B RAUM · 13 reps · 212-951-0595 · tenaroncapital.com
60
ANTARCTICA INVESTMENT ADVISORS, LLC — reported RAUM up 136% ($1.49B -> $3.51B). IAPD ↗fund
$3.51B RAUM · 14 reps · 212 983 1602 · antarcticacapital.com
60
POLYCHAIN CAPITAL LP — reported RAUM up 93% ($2.61B -> $5.04B). IAPD ↗fund
$5.04B RAUM · 9 reps · 415-613-5108
60
GEMSPRING CAPITAL MANAGEMENT, LLC — reported RAUM up 96% ($2.07B -> $4.05B). IAPD ↗fund
$4.05B RAUM · 42 reps · (203) 408-2851
60
ALLEGIANT REAL ESTATE CAPITAL, LP — reported RAUM up 101% ($29.4M -> $59.1M). IAPD ↗institutional
$59.1M RAUM · 1 reps · 646-362-0311 · allegiantrec.com
60
DONALD SMITH, L.P. — reported RAUM up 75% ($107.7M -> $188.8M). IAPD ↗institutional
$188.8M RAUM · 5 reps · 212-284-0990
60
BLACKROCK ALTERNATIVES MANAGEMENT, LLC — reported RAUM up 78% ($8.18B -> $14.60B). IAPD ↗fund
$14.60B RAUM · 16 reps · 212 810 5300
60
TIKEHAU CAPITAL NORTH AMERICA LLC — reported RAUM up 168% ($3.39B -> $9.09B). IAPD ↗fund
$9.09B RAUM · 36 reps · 646-876-2088 · tikehaucapital.com
60
BLACKSTONE ISG-II ADVISORS L.L.C. — reported RAUM up 119% ($6.53B -> $14.29B). IAPD ↗fund
$14.29B RAUM · 30 reps · 212-583-5000 · soundcloud.com
60
EVERSIDE CAPITAL PARTNERS — reported RAUM up 86% ($1.01B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 10 reps · 646-603-3608
60
MFN PARTNERS MANAGEMENT, LP — reported RAUM up 79% ($3.95B -> $7.08B). IAPD ↗fund
$7.08B RAUM · 7 reps · 617-443-2040
60
MEDALIST PARTNERS LP — reported RAUM up 78% ($1.13B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 12 reps · 212-493-4477 · medalistpartners.com
60
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — reported RAUM up 136% ($5.95B -> $14.05B). IAPD ↗fund
$14.05B RAUM · 45 reps · 212-720-1000 · aquarianinvestments.com
60
CORE INDUSTRIAL PARTNERS, LLC — reported RAUM up 86% ($1.08B -> $2.00B). IAPD ↗fund
$2.00B RAUM · 28 reps · 312-566-4880
60
GALAXY DIGITAL CAPITAL MANAGEMENT LP — reported RAUM up 193% ($1.25B -> $3.65B). IAPD ↗fund
$3.65B RAUM · 28 reps · 212-499-0081
60
BLUE OWL GPSC ADVISORS LLC — reported RAUM up 78% ($41.82B -> $74.53B). IAPD ↗fund
$74.53B RAUM · 20 reps · (212) 419-3000 · blueowl.com
60
MULTICOIN CAPITAL MANAGEMENT, LLC — reported RAUM up 179% ($1.36B -> $3.81B). IAPD ↗fund
$3.81B RAUM · 7 reps · 512-774-4000 · multicoin.capital
60
ARA PARTNERS — reported RAUM up 88% ($3.28B -> $6.17B). IAPD ↗fund
$6.17B RAUM · 32 reps · (713) 337-9150 · arapartners.com
60
IDX ADVISORS — reported RAUM up 152% ($42.2M -> $106.5M). IAPD ↗institutional
$106.5M RAUM · 5 reps · 800-403-4349 · idxadvisors.com
60
JADE CAPITAL ADVISORS, LLC — reported RAUM up 236% ($59.6M -> $200.5M). IAPD ↗institutional
$200.5M RAUM · 3 reps · 646-859-7251
60
MARITIME PARTNERS, LLC — reported RAUM up 107% ($1.48B -> $3.06B). IAPD ↗fund
$3.06B RAUM · 9 reps · 504-264-5870
60
59 NORTH CAPITAL MANAGEMENT, LP — reported RAUM up 129% ($1.08B -> $2.47B). IAPD ↗fund
$2.47B RAUM · 3 reps · 646-876-3787
60
SALUDA GRADE ASSET MANAGEMENT LLC — reported RAUM up 109% ($1.25B -> $2.61B). IAPD ↗fund
$2.61B RAUM · 14 reps · 1 646 974 8560 · saludagrade.com
60
BLUEPRINT FUND MANAGEMENT — reported RAUM up 132% ($94.5M -> $218.8M). IAPD ↗institutional
$218.8M RAUM · 2 reps · 336-609-7522 · blueprintmutualfunds.com
60
AQUATIC CAPITAL MANAGEMENT LLC — reported RAUM up 217% ($1.75B -> $5.54B). IAPD ↗fund
$5.54B RAUM · 66 reps · 312-858-6200 · aquatic.com
60
SOURCEROCK GROUP LLC — reported RAUM up 77% ($1.16B -> $2.06B). IAPD ↗fund
$2.06B RAUM · 7 reps · 312-361-3360 · sourcerocklp.com
60
SEEDS INVESTOR LLC — reported RAUM up 131% ($71.7M -> $165.5M). IAPD ↗institutional
$165.5M RAUM · 2 reps · (212) 287-7370
60
NAVIGATE 401K, LLC — reported RAUM up 76% ($75.0M -> $132.0M). IAPD ↗institutional
$132.0M RAUM · 2 reps · 205-224-9502 · navigate401k.com
60
NORTH REEF CAPITAL MANAGEMENT LP — reported RAUM up 98% ($1.94B -> $3.84B). IAPD ↗fund
$3.84B RAUM · 4 reps · 949-482-2121
60
ALTERNATIVE FUND ADVISORS, LLC — reported RAUM up 247% ($47.6M -> $165.1M). IAPD ↗institutional
$165.1M RAUM · 3 reps · 844-850-5809
60
VALKYRIE FUNDS LLC — reported RAUM up 387% ($31.2M -> $152.1M). IAPD ↗institutional
$152.1M RAUM · 2 reps · 218-255-9743
60
EISLER CAPITAL (US) LLC — reported RAUM up 340% ($6.14B -> $26.97B). IAPD ↗fund
$26.97B RAUM · 53 reps · +1 332 455 0400 · eislercapital.com
60
SUBVERSIVE CAPITAL ADVISOR LLC — reported RAUM up 138% ($13.1M -> $31.1M). IAPD ↗institutional
$31.1M RAUM · 2 reps · 212-461-4825
60
READYSTATE ASSET MANAGEMENT — reported RAUM up 389% ($1.14B -> $5.58B). IAPD ↗fund
$5.58B RAUM · 16 reps · 312-471-8600
60
ACADEMY ASSET MANAGEMENT — reported RAUM up 307% ($40.1M -> $163.5M). IAPD ↗institutional
$163.5M RAUM · 3 reps · 646-341-6869 · academyassetmanagement.com
60
SG TRADING SOLUTIONS, LLC — reported RAUM up 108% ($100.0M -> $207.8M). IAPD ↗institutional
$207.8M RAUM · 3 reps · (801) 683-2856
60
MARKETDESK INDICES LLC — reported RAUM up 4461894100% ($2 -> $89.2M). IAPD ↗institutional
$89.2M RAUM · 2 reps · 646-787-0394 · marketdeskresearch.com
60
ALTERRA IOS MANAGER, LLC — reported RAUM up 99% ($1.07B -> $2.13B). IAPD ↗fund
$2.13B RAUM · 15 reps · 215-240-1231 · ios.alterraproperty.com
60
HATCH COVE CAPITAL, LLC — reported RAUM up 76% ($43.0M -> $75.5M). IAPD ↗institutional
$75.5M RAUM · 2 reps · 708-617-2410
60
SOLARIA MANAGEMENT LP — reported RAUM up 90% ($47.5M -> $90.2M). IAPD ↗institutional
$90.2M RAUM · 1 reps · 516-492-5804
60
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC — reported RAUM up 169% ($5.21B -> $14.03B). IAPD ↗fund
$14.03B RAUM · 295 reps · 212-503-2100 · blackstone.com
60
REX ADVISERS, LLC — reported RAUM up 3103% ($3.7M -> $119.3M). IAPD ↗institutional
$119.3M RAUM · 1 reps · 203-557-6201 · rexadvisers.com
60
APOLLO MANAGER, LLC — reported RAUM up 62% ($164.0M -> $265.7M). IAPD ↗institutional
$265.7M RAUM · 774 reps · 212-515-3200
60
ASPIRE STRATEGIST PORTFOLIOS LLC — reported RAUM up 67589% ($44,069 -> $29.8M). IAPD ↗institutional
$29.8M RAUM · 3 reps · 212 292 3177
60
GRACIAN CAPITAL LLC — reported RAUM up 147% ($45.0M -> $111.3M). IAPD ↗institutional
$111.3M RAUM · 2 reps · 858-832-1977
60
INVESCO SENIOR SECURED MANAGEMENT, INC. — grew from 54 to 59 advisory reps. IAPD ↗fund
$31.07B RAUM · 59 reps · 212-278-9000
60
CANYON CAPITAL ADVISORS LLC — grew from 42 to 47 advisory reps. IAPD ↗fund
$13.65B RAUM · 47 reps · 214-253-6000 · canyonpartners.com
60
POLEN CAPITAL CREDIT, LLC — grew from 17 to 22 advisory reps. IAPD ↗fund
$7.44B RAUM · 22 reps · 781-283-8500
60
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC — grew from 80 to 85 advisory reps. IAPD ↗fund
$9.47B RAUM · 85 reps · 617-747-1600 · manulifeim.com
60
HBK CAPITAL MANAGEMENT — grew from 54 to 59 advisory reps. IAPD ↗fund
$20.31B RAUM · 59 reps · 214-758-6100
60
CABOT PROPERTIES L.P. — grew from 95 to 100 advisory reps. IAPD ↗fund
$7.92B RAUM · 100 reps · 617-723-7400 · cabotprop.com
60
CONNING INVESTMENT PRODUCTS, INC. — grew from 3 to 5 advisory reps. IAPD ↗institutional
$486.5M RAUM · 5 reps · 860-299-2000
60
TIMBERLAND INVESTMENT RESOURCES, LLC — grew from 23 to 28 advisory reps. IAPD ↗fund
$1.95B RAUM · 28 reps · 404-848-2000 · tirllc.com
60
NUMERIC INVESTORS LLC — grew from 39 to 44 advisory reps. IAPD ↗fund
$48.87B RAUM · 44 reps · 617 897 7800 · man.com
60
ALTARIS, LLC — grew from 27 to 32 advisory reps. IAPD ↗fund
$9.41B RAUM · 32 reps · 212-931-0250 · altariscap.com
60
SLR CAPITAL PARTNERS, LLC — grew from 26 to 31 advisory reps. IAPD ↗fund
$8.71B RAUM · 31 reps · 212-993-1670
60
MIDOCEAN CREDIT PARTNERS — grew from 17 to 22 advisory reps. IAPD ↗fund
$7.87B RAUM · 22 reps · 212-497-1400 · midoceanpartners.com
60
SABA CAPITAL MANAGEMENT, L.P. — grew from 14 to 19 advisory reps. IAPD ↗fund
$13.42B RAUM · 19 reps · 212-542-3610 · sabacapital.com
60
BOW RIVER CAPITAL — grew from 25 to 30 advisory reps. IAPD ↗fund
$2.95B RAUM · 30 reps · 303-861-8466
60
KING STREET CAPITAL MANAGEMENT, L.P. — grew from 77 to 82 advisory reps. IAPD ↗fund
$28.41B RAUM · 82 reps · 212-812-3100 · kingstreet.com
60
MAKENA CAPITAL MANAGEMENT, LLC — grew from 28 to 33 advisory reps. IAPD ↗fund
$23.37B RAUM · 33 reps · 650-926-0510
60
INDUSTRIAL OPPORTUNITY PARTNERS, LLC — grew from 14 to 19 advisory reps. IAPD ↗fund
$1.25B RAUM · 19 reps · 847-556-3460 · iopfund.com
60
SWANDER PACE CAPITAL — grew from 14 to 19 advisory reps. IAPD ↗fund
$1.17B RAUM · 19 reps · 415-477-8500 · spcap.com
60
J. GOLDMAN & CO., L.P. — grew from 54 to 59 advisory reps. IAPD ↗fund
$3.65B RAUM · 59 reps · 212-262-4990 · jgoldmanlp.com
60
NMS CAPITAL SERVICES, LLC — grew from 15 to 20 advisory reps. IAPD ↗fund
$1.70B RAUM · 20 reps · 212-422-7099 · nms-capital.com
60
GRANDEUR PEAK GLOBAL ADVISORS — grew from 32 to 37 advisory reps. IAPD ↗fund
$6.32B RAUM · 37 reps · 801-384-0000
60
HARVEST PARTNERS, LP — grew from 57 to 62 advisory reps. IAPD ↗fund
$21.09B RAUM · 62 reps · 212-599-6300 · harvestpartners.com
60
BRACEBRIDGE CAPITAL, LLC — grew from 52 to 57 advisory reps. IAPD ↗fund
$65.10B RAUM · 57 reps · 617-497-3500 · bracebridgecapital.com
60
HELLMAN & FRIEDMAN LLC — grew from 65 to 70 advisory reps. IAPD ↗fund
$105.67B RAUM · 70 reps · 415-788-5111
60
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC — grew from 18 to 23 advisory reps. IAPD ↗fund
$1.66B RAUM · 23 reps · 561-961-1000 · encorecm.com
60
PRIME FINANCE ADVISOR, L.P. — grew from 83 to 88 advisory reps. IAPD ↗fund
$18.59B RAUM · 88 reps · 415-986-2415 · primefinance.com
60
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC — grew from 14 to 19 advisory reps. IAPD ↗fund
$4.80B RAUM · 19 reps · 646-517-3323 · kimmeridge.com
60
CARMEL PARTNERS — grew from 11 to 16 advisory reps. IAPD ↗fund
$6.03B RAUM · 16 reps · 415-273-2900 · carmelpartners.com
60
POINTSTATE CAPITAL LP — grew from 18 to 23 advisory reps. IAPD ↗fund
$7.39B RAUM · 23 reps · 212-830-7000
60
THRIVE CAPITAL — grew from 22 to 27 advisory reps. IAPD ↗fund
$15.57B RAUM · 27 reps · (646) 680-0240
60
RIBBIT CAPITAL — grew from 9 to 14 advisory reps. IAPD ↗fund
$12.33B RAUM · 14 reps · 650-485-3758 · ribbitcap.com
60
LCN CAPITAL MANAGEMENT, L.P. — grew from 15 to 20 advisory reps. IAPD ↗fund
$5.20B RAUM · 20 reps · 212-201-4076 · lcnpartners.com
60
ARMISTICE CAPITAL LLC — grew from 12 to 17 advisory reps. IAPD ↗fund
$5.91B RAUM · 17 reps · 212-231-4930 · armisticecapital.com
60
DUNES POINT CAPITAL, L.P. — grew from 21 to 26 advisory reps. IAPD ↗fund
$2.02B RAUM · 26 reps · 914-269-2020 · dunespointcapital.com
60
JUNIPER CAPITAL ADVISORS, L.P. — grew from 13 to 18 advisory reps. IAPD ↗fund
$1.37B RAUM · 18 reps · 713-335-4700 · juncap.com
60
OEP CAPITAL ADVISORS, L.P. — grew from 42 to 47 advisory reps. IAPD ↗fund
$11.00B RAUM · 47 reps · 212-277-1500 · oneequity.com
60
CANYON CLO ADVISORS LP — grew from 42 to 47 advisory reps. IAPD ↗fund
$8.14B RAUM · 47 reps · 214 253 6000
60
GAMUT CAPITAL MANAGEMENT, L.P. — grew from 14 to 19 advisory reps. IAPD ↗fund
$3.58B RAUM · 19 reps · 212 309 2600 · gamutcapital.com
60
SKYKNIGHT CAPITAL, L.P. — grew from 10 to 15 advisory reps. IAPD ↗fund
$3.55B RAUM · 15 reps · 415.914.0782 · skyknightcapital.com
60
WATEREQUITY LLC — grew from 22 to 29 advisory reps. IAPD ↗fund
$322.2M RAUM · 29 reps · 816-800-8100
60
ENERGY IMPACT PARTNERS LP — grew from 52 to 57 advisory reps. IAPD ↗fund
$4.54B RAUM · 57 reps · 212-899-9700 · energyimpactpartners.com
60
REDDING RIDGE ASSET MANAGEMENT LLC — grew from 36 to 41 advisory reps. IAPD ↗fund
$19.43B RAUM · 41 reps · (877) 256-7726 · rram.com
60
PEARL RIVER CAPITAL, LLC — grew from 7 to 9 advisory reps. IAPD ↗institutional
$719.1M RAUM · 9 reps · 269-479-1493 · prcquant.com
60
FAIRMOUNT FUNDS MANAGEMENT LLC — grew from 6 to 11 advisory reps. IAPD ↗fund
$2.28B RAUM · 11 reps · 267-262-5300 · fairmountfunds.com
60
BREGAL INVESTMENTS, INC. — grew from 51 to 56 advisory reps. IAPD ↗fund
$25.85B RAUM · 56 reps · 212-704-3000
60
BLUE TORCH CAPITAL LP — grew from 14 to 19 advisory reps. IAPD ↗fund
$6.71B RAUM · 19 reps · 212-503-5850 · bluetorchcapital.com
60
LIGHTBAY CAPITAL — grew from 18 to 23 advisory reps. IAPD ↗fund
$1.93B RAUM · 23 reps · 310-919-4300
60
DIAMETER CAPITAL PARTNERS LP — grew from 45 to 50 advisory reps. IAPD ↗fund
$18.31B RAUM · 50 reps · 212-655-1400 · diametercap.com
60
EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC — grew from 10 to 15 advisory reps. IAPD ↗fund
$2.53B RAUM · 15 reps · 617-410-4800 · evolutioncreditpartners.com
60
ELMWOOD ASSET MANAGEMENT LLC — grew from 14 to 19 advisory reps. IAPD ↗fund
$14.94B RAUM · 19 reps · 646-876-2350 · elmwoodasset.com
60
ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC — grew from 21 to 26 advisory reps. IAPD ↗fund
$9.39B RAUM · 26 reps · 212-321-4250
60
SHERIDAN CAPITAL PARTNERS — grew from 10 to 15 advisory reps. IAPD ↗fund
$1.05B RAUM · 15 reps · (312) 548-7064
60
CINCTIVE CAPITAL MANAGEMENT LP — grew from 50 to 55 advisory reps. IAPD ↗fund
$3.02B RAUM · 55 reps · 332.208.6800 · cinctive.com
60
BLACKSTONE GROWTH ADVISORS L.L.C. — grew from 39 to 44 advisory reps. IAPD ↗fund
$8.54B RAUM · 44 reps · 212-583-5000
60
CARLYLE AVIATION PDP MANAGEMENT LLC — grew from 21 to 26 advisory reps. IAPD ↗fund
$9.83B RAUM · 26 reps · 305-579-2340 · carlyle.aero
60
INVESCO LOAN MANAGER, LLC — grew from 54 to 59 advisory reps. IAPD ↗fund
$14.63B RAUM · 59 reps · 212 278-9000
60
RALLYDAY PARTNERS, LLC — grew from 9 to 16 advisory reps. IAPD ↗fund
$329.0M RAUM · 16 reps · 303-494-1992 · rallydaypartners.com
60
PACELINE EQUITY PARTNERS, LLC — grew from 25 to 30 advisory reps. IAPD ↗fund
$1.67B RAUM · 30 reps · 469-405-0908 · pacelineequity.com
60
WINCORAM ASSET MANAGEMENT LLC — grew from 9 to 14 advisory reps. IAPD ↗fund
$2.39B RAUM · 14 reps · 832-791-2320 · wincoram.com
60
GRAYSCALE ADVISORS — grew from 4 to 14 advisory reps. IAPD ↗fund
$7.8M RAUM · 14 reps · 212-668-1427 · etfs.grayscale.com
60
A FIN MANAGEMENT LLC — grew from 15 to 20 advisory reps. IAPD ↗fund
$3.00B RAUM · 20 reps · 305-280-0680 · affinitypartners.com
60
SANDBROOK CAPITAL MANAGEMENT LP — grew from 12 to 17 advisory reps. IAPD ↗fund
$2.15B RAUM · 17 reps · 475-268-1450 · sandbrook.com
60
VOLATILITY SHARES LLC — grew from 3 to 5 advisory reps. IAPD ↗institutional
$538.3M RAUM · 5 reps · 866-261-0273 · volatilityshares.com
60
COMVEST CREDIT MANAGERS, LLC — grew from 70 to 80 advisory reps. IAPD ↗fund
$18.3M RAUM · 80 reps · (561) 727-2000 · comvest.com
60
STRIVE ADVISORY, LLC — grew from 0 to 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 614-704-0187 · strive.com
60
ALTERRA IOS MANAGER, LLC — grew from 10 to 15 advisory reps. IAPD ↗fund
$2.13B RAUM · 15 reps · 215-240-1231 · ios.alterraproperty.com
60
21SHARES US LLC — grew from 5 to 10 advisory reps. IAPD ↗institutional
$18.7M RAUM · 10 reps · 646-370-6016 · 21shares.com
60
PRESTON CAPITAL — grew from 4 to 9 advisory reps. IAPD ↗fund
$1.04B RAUM · 9 reps · 949-272-2000 · prestoncap.com
60
CANAL ROAD CAPITAL, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$100.0M RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
60
ASPIRE STRATEGIST PORTFOLIOS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$29.8M RAUM · 3 reps · 212 292 3177
60
TRILL IMPACT ADVISORY INC. — 's provisional registration is now fully approved. IAPD ↗institutional
$80.3M RAUM · 2 reps · 917-733-5510
60
XDUS FUND ADVISOR — 's provisional registration is now fully approved. IAPD ↗institutional
$602,396 RAUM · 1 reps · 917-566-8371 · netxd.com
60
FISAI US MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$104.0M RAUM · 4 reps · 917-805-5428 · fisai.com
60
QUANTIFY FUNDS — 's provisional registration is now fully approved. IAPD ↗institutional
$2 RAUM · 3 reps · 917-696-6359 · quantifiedfunds.com
60
BREAKWALL INVESTMENT ADVISOR LLC — 's provisional registration is now fully approved. IAPD ↗fund
$1.76B RAUM · 7 reps · 917-690-0000 · breakwallcap.com
59
ARES CAPITAL MANAGEMENT II LLC — reported RAUM up 46% ($3.60B -> $5.26B). IAPD ↗institutional
$5.26B RAUM · 519 reps · 310-201-4100
59
SRB CORPORATION — reported RAUM up 46% ($2.67B -> $3.89B). IAPD ↗institutional
$3.89B RAUM · 2 reps · 857-205-1697
59
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC — reported RAUM up 73% ($1.32B -> $2.28B). IAPD ↗fund
$2.28B RAUM · 5 reps · 646-442-6727 · sprucehousecapital.com
59
MONROE CAPITAL BDC ADVISORS, LLC — reported RAUM up 49% ($2.11B -> $3.15B). IAPD ↗institutional
$3.15B RAUM · 15 reps · (312) 258-8300 · monroebdc.com
59
SQUAREPOINT OPS LLC — reported RAUM up 74% ($72.71B -> $126.50B). IAPD ↗fund
$126.50B RAUM · 72 reps · 646 868 1500 · squarepoint-capital.com
59
1505 CAPITAL LLC — reported RAUM up 48% ($1.10B -> $1.63B). IAPD ↗institutional
$1.63B RAUM · 4 reps · 646-978-5329 · midwestholding.com
59
MUZINICH BDC ADVISER, LLC — reported RAUM up 74% ($101.7M -> $177.2M). IAPD ↗institutional
$177.2M RAUM · 10 reps · 212-888-3413
59
BANNER RIDGE PARTNERS — reported RAUM up 71% ($4.25B -> $7.27B). IAPD ↗fund
$7.27B RAUM · 15 reps · (212) 301-7135 · bannerridge.com
59
KNOX LANE LP — reported RAUM up 72% ($1.47B -> $2.54B). IAPD ↗fund
$2.54B RAUM · 13 reps · (415) 651-2279
59
CONCORD ASSET MANAGEMENT, LLC — reported RAUM up 60% ($253.8M -> $406.0M). IAPD ↗institutional
$406.0M RAUM · 2 reps · (276) 628-5910
59
CORNERSTONE PARTNERS — reported RAUM up 73% ($11.60B -> $20.03B). IAPD ↗fund
$20.03B RAUM · 15 reps · 434-296-2300
59
AON SECURITIES LLC — grew from 7 to 11 advisory reps. IAPD ↗institutional
$0 RAUM · 11 reps · 312-381-4488
59
USI SECURITIES, INC. — grew from 15 to 19 advisory reps. IAPD ↗institutional
$0 RAUM · 19 reps · 860-652-3239
59
ALCENTRA NY, LLC — grew from 11 to 15 advisory reps. IAPD ↗fund
$16.38B RAUM · 15 reps · 212-588-6770 · alcentra.com
59
CFI PARTNERS — grew from 16 to 20 advisory reps. IAPD ↗fund
$5.86B RAUM · 20 reps · 312-416-4300
59
GRAYCLIFF PARTNERS LP — grew from 20 to 24 advisory reps. IAPD ↗fund
$2.43B RAUM · 24 reps · 212-300-2910 · graycliffpartners.com
59
CIVC PARTNERS — grew from 19 to 23 advisory reps. IAPD ↗fund
$2.27B RAUM · 23 reps · (312) 873-7300 · civc.com
59
BAKER BROTHERS INVESTMENTS — grew from 14 to 18 advisory reps. IAPD ↗fund
$21.98B RAUM · 18 reps · 212-339-5600
59
YUKON PARTNERS MANAGEMENT, L.L.C. — grew from 12 to 16 advisory reps. IAPD ↗fund
$1.84B RAUM · 16 reps · 612-435-7800
59
STERLING FUND MANAGEMENT, LLC — grew from 20 to 24 advisory reps. IAPD ↗fund
$1.09B RAUM · 24 reps · 312-465-7000 · avathoncapital.com
59
CAPITALSPRING — grew from 17 to 21 advisory reps. IAPD ↗fund
$2.52B RAUM · 21 reps · 212-981-0140 · capitalspring.com
59
INTERVAL PARTNERS, L.P. — grew from 17 to 21 advisory reps. IAPD ↗fund
$5.35B RAUM · 21 reps · 646-412-6800
59
SAGARD REAL ESTATE ADVISORS — grew from 20 to 24 advisory reps. IAPD ↗fund
$1.15B RAUM · 24 reps · 303-986-2222 · sagard.com
59
AS BIRCH GROVE LP — grew from 14 to 18 advisory reps. IAPD ↗fund
$6.04B RAUM · 18 reps · 212-753-7510 · asbirchgrove.com
59
TOWER ARCH CAPITAL — grew from 15 to 19 advisory reps. IAPD ↗fund
$1.90B RAUM · 19 reps · 801-997-5808 · towerarch.com
59
OBERLAND CAPITAL MANAGEMENT LLC — grew from 15 to 19 advisory reps. IAPD ↗fund
$3.12B RAUM · 19 reps · 212-257-5850 · oberlandcapital.com
59
STAPLE STREET CAPITAL — grew from 19 to 25 advisory reps. IAPD ↗fund
$942.1M RAUM · 25 reps · 212-613-3100 · staplestreetcapital.com
59
LFM CAPITAL — grew from 20 to 24 advisory reps. IAPD ↗fund
$1.11B RAUM · 24 reps · (615) 983-6294 · lfmcapital.com
59
COMMUNITY INVESTMENT MANAGEMENT LLC — grew from 13 to 19 advisory reps. IAPD ↗fund
$892.3M RAUM · 19 reps · 415-857-3233 · cim-llc.com
59
CRAYHILL CAPITAL MANAGEMENT LP — grew from 12 to 16 advisory reps. IAPD ↗fund
$2.08B RAUM · 16 reps · (212) 634-3250
59
ANGELES EQUITY PARTNERS, LLC — grew from 20 to 24 advisory reps. IAPD ↗fund
$1.09B RAUM · 24 reps · (310) 844-9200 · angelesequity.com
59
MPE PARTNERS — grew from 15 to 19 advisory reps. IAPD ↗fund
$1.46B RAUM · 19 reps · 216-416-7500
59
NEXPHASE CAPITAL, LP — grew from 19 to 23 advisory reps. IAPD ↗fund
$2.27B RAUM · 23 reps · 212 878-6000 · nexphase.com
59
ATAIROS MANAGEMENT, L.P. — grew from 20 to 24 advisory reps. IAPD ↗fund
$7.80B RAUM · 24 reps · 484-381-4144
59
ROCKTOP PARTNERS, LLC — grew from 10 to 16 advisory reps. IAPD ↗fund
$260.5M RAUM · 16 reps · 844-456-6316 · rocktoppartners.com
59
BUTTERFLY EQUITY LP — grew from 19 to 23 advisory reps. IAPD ↗fund
$4.05B RAUM · 23 reps · 310-409-4994 · bfly.com
59
MAGNETAR ASSET MANAGEMENT LLC — grew from 15 to 19 advisory reps. IAPD ↗institutional
$163.3M RAUM · 19 reps · 847-905-4400 · magnetar.com
59
EFFICIENT CAPITAL MANAGEMENT LLC — grew from 10 to 14 advisory reps. IAPD ↗fund
$1.00B RAUM · 14 reps · 630-657-6800 · efficientcapital.com
59
PATHLIGHT CAPITAL — grew from 16 to 20 advisory reps. IAPD ↗fund
$2.79B RAUM · 20 reps · 617-830-7055 · pathlightcapital.com
59
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC — grew from 3 to 9 advisory reps. IAPD ↗fund
$511.6M RAUM · 9 reps · 786-548-1886 · arringtoncapital.com
59
SOUND POINT CLO C-MOA, LLC — grew from 11 to 15 advisory reps. IAPD ↗fund
$4.49B RAUM · 15 reps · 212-895-2280
59
SWEETWATER PRIVATE EQUITY — grew from 7 to 11 advisory reps. IAPD ↗fund
$1.14B RAUM · 11 reps · 760-652-6353
59
TACTICAL FUND ADVISORS, LLC — grew from 1 to 5 advisory reps. IAPD ↗institutional
$140.4M RAUM · 5 reps · 866-987-0915
59
SMASH VENTURES MANAGEMENT COMPANY LP — grew from 12 to 16 advisory reps. IAPD ↗fund
$1.65B RAUM · 16 reps · 310-365-8809
59
PALISTAR CAPITAL LP — grew from 11 to 15 advisory reps. IAPD ↗fund
$2.51B RAUM · 15 reps · 212-583-8660 · palistar.com
59
KINGSWOOD CAPITAL MANAGEMENT, L.P. — grew from 12 to 16 advisory reps. IAPD ↗fund
$1.69B RAUM · 16 reps · 424-200-6600 · kingswood-capital.com
59
I80 GROUP LP — grew from 10 to 14 advisory reps. IAPD ↗fund
$1.59B RAUM · 14 reps · 212-433-3626 · i80group.com
59
SOLUM PARTNERS — grew from 18 to 22 advisory reps. IAPD ↗fund
$1.84B RAUM · 22 reps · 617-655-9750 · solumpartners.com
59
MANTEIO CAPITAL LLC — grew from 10 to 16 advisory reps. IAPD ↗fund
$409.5M RAUM · 16 reps · 917-736-9209 · manteiocapital.com
59
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — grew from 14 to 18 advisory reps. IAPD ↗fund
$1.08B RAUM · 18 reps · 424.254.9774 · pacificavenuecapital.com
59
BRASA CAPITAL MANAGEMENT — grew from 6 to 10 advisory reps. IAPD ↗fund
$1.11B RAUM · 10 reps · 310-620-2889
59
COMPASS GROUP EQUITY PARTNERS — grew from 12 to 18 advisory reps. IAPD ↗fund
$430.2M RAUM · 18 reps · 314-721-2800 · cgep.com
59
READYSTATE ASSET MANAGEMENT — grew from 12 to 16 advisory reps. IAPD ↗fund
$5.58B RAUM · 16 reps · 312-471-8600
59
LONE VIEW CAPITAL — grew from 12 to 16 advisory reps. IAPD ↗fund
$1.07B RAUM · 16 reps · 310-424-4660 · loneviewcap.com
59
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — grew from 5 to 9 advisory reps. IAPD ↗fund
$2.37B RAUM · 9 reps · 312-948-9899 · usitfund.com
59
ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC — grew from 3 to 9 advisory reps. IAPD ↗fund
$608.8M RAUM · 9 reps · 646-757-1310 · anthemis.com
59
ANDALUSIAN CREDIT PARTNERS, LLC — grew from 7 to 11 advisory reps. IAPD ↗institutional
$940,916 RAUM · 11 reps · 973-314-3045 · andalusiancredit.com
59
TYR CAPITAL ADVISORS, LLC — grew from 0 to 9 advisory reps. IAPD ↗fund
$140.0M RAUM · 9 reps · 9135745800
59
THE LINONIA PARTNERSHIP LP — grew from 1 to 5 advisory reps. IAPD ↗fund
$1.03B RAUM · 5 reps · (646) 989 4222
58
SWS CAPITAL MANAGEMENT, LLC — reported RAUM up 128% ($218.4M -> $498.0M). IAPD ↗fund
$498.0M RAUM · 3 reps · 212-461-6500 · swscapitalmanagement.com
58
PACER ADVISORS, INC. — reported RAUM up 44% ($24.33B -> $35.11B). IAPD ↗institutional
$35.11B RAUM · 5 reps · 855-780-8100 · paceradvisors.com
58
LGK ADVISORS, LLC — reported RAUM up 68% ($1.56B -> $2.62B). IAPD ↗fund
$2.62B RAUM · 8 reps · 212-378-3700 · lsvadvisors.com
58
APOLLO CREDIT MANAGEMENT, LLC — reported RAUM up 42% ($6.08B -> $8.63B). IAPD ↗institutional
$8.63B RAUM · 774 reps · 212-515-3200 · apollo.com
58
MANIKAY PARTNERS — reported RAUM up 188% ($140.2M -> $403.0M). IAPD ↗fund
$403.0M RAUM · 3 reps · 212-588-6200 · manikaypartners.com
58
REFLOW SERVICES, LLC — reported RAUM up 170% ($128.9M -> $348.4M). IAPD ↗fund
$348.4M RAUM · 2 reps · (888) 648-0668 · reflow.com
58
FENWAY PARTNERS, LLC — reported RAUM up 89% ($219.0M -> $414.0M). IAPD ↗fund
$414.0M RAUM · 2 reps · 212-698-9400 · fenwaypartners.com
58
ASCRIBE MANAGEMENT LLC — reported RAUM up 282% ($66.1M -> $252.4M). IAPD ↗fund
$252.4M RAUM · 4 reps · 212-476-8000 · american-securities.com
58
MILLSTREET CAPITAL MANAGEMENT LLC — reported RAUM up 67% ($1.77B -> $2.97B). IAPD ↗fund
$2.97B RAUM · 4 reps · 617-939-0030 · millstreet.com
58
GREAT RANGE CAPITAL, LLC — reported RAUM up 125% ($198.4M -> $445.9M). IAPD ↗fund
$445.9M RAUM · 9 reps · 913-378-0850
58
QUANTITATIVE SYSTEMATIC STRATEGIES LLC — reported RAUM up 70% ($1.20B -> $2.04B). IAPD ↗fund
$2.04B RAUM · 2 reps · 904-686-6100
58
METIS GLOBAL PARTNERS, LLC — reported RAUM up 67% ($2.09B -> $3.50B). IAPD ↗fund
$3.50B RAUM · 5 reps · 858-436-3030 · metisgp.com
58
FARMSTEAD CAPITAL MANAGEMENT, LLC — reported RAUM up 91% ($210.6M -> $402.2M). IAPD ↗fund
$402.2M RAUM · 2 reps · 201-493-3990
58
WESTROCK ASSET MANAGEMENT, LLC — reported RAUM up 249% ($119.3M -> $416.8M). IAPD ↗fund
$416.8M RAUM · 4 reps · 501.320.4867 · westrockam.com
58
AZARIAS CAPITAL MANAGEMENT, L.P. — reported RAUM up 100% ($126.6M -> $252.9M). IAPD ↗fund
$252.9M RAUM · 4 reps · 215-494-3300
58
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. — reported RAUM up 89% ($186.4M -> $353.3M). IAPD ↗fund
$353.3M RAUM · 4 reps · 484-253-0001 · peakequity.com
58
ACACIA PARTNERS, LLC — reported RAUM up 81% ($254.9M -> $461.4M). IAPD ↗fund
$461.4M RAUM · 5 reps · 214-973-2373 · acaciapartnersllc.com
58
CROSSINGBRIDGE ADVISORS, LLC — reported RAUM up 44% ($1.28B -> $1.84B). IAPD ↗institutional
$1.84B RAUM · 7 reps · (914) 741-1515 · crossingbridge.com
58
MAVEN ROYALTY MANAGEMENT, LLC — reported RAUM up 92% ($150.0M -> $287.6M). IAPD ↗fund
$287.6M RAUM · 7 reps · 318-698-0048 · mavenroyalty.com
58
FLAT ROCK GLOBAL — reported RAUM up 51% ($552.4M -> $833.1M). IAPD ↗institutional
$833.1M RAUM · 6 reps · 307-500-5200 · flatrockglobal.com
58
MAYTUS CAPITAL MANAGEMENT, LLC — reported RAUM up 130% ($109.5M -> $251.7M). IAPD ↗fund
$251.7M RAUM · 2 reps · 646-863-0080
58
NZS CAPITAL LLC — reported RAUM up 68% ($1.35B -> $2.26B). IAPD ↗fund
$2.26B RAUM · 7 reps · 720-213-8221 · nzscapital.com
58
ACRUENCE CAPITAL, LLC — reported RAUM up 70% ($89.0M -> $151.0M). IAPD ↗institutional
$151.0M RAUM · 4 reps · 833-653-6400 · acruence.com
58
DAVENTRY GROUP LP — reported RAUM up 112% ($147.6M -> $312.3M). IAPD ↗fund
$312.3M RAUM · 2 reps · 646.933.8060 · daventrygroup.com
58
NORTH BRANCH CAPITAL MANAGEMENT, L.P. — reported RAUM up 84% ($234.3M -> $430.1M). IAPD ↗fund
$430.1M RAUM · 8 reps · 630-782-1590
58
LYNX1 CAPITAL MANAGEMENT LP — reported RAUM up 97% ($136.4M -> $268.3M). IAPD ↗fund
$268.3M RAUM · 1 reps · 703-963-7214
58
GAVILAN INVESTMENT PARTNERS LLC — reported RAUM up 172% ($128.7M -> $350.0M). IAPD ↗fund
$350.0M RAUM · 1 reps · 650-334-4990 · gavilanpartners.com
58
ENHANCED PK SERVICES, LLC — reported RAUM up 44% ($1.79B -> $2.58B). IAPD ↗institutional
$2.58B RAUM · 1 reps · 646-829-3629
58
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. — reported RAUM up 138% ($140.0M -> $333.9M). IAPD ↗fund
$333.9M RAUM · 18 reps · 713-335-4700 · juncap.com
58
SQUARE CIRCLE IA LP — reported RAUM up 76% ($220.5M -> $388.5M). IAPD ↗fund
$388.5M RAUM · 3 reps · 617-918-7057
58
GRANT AVENUE CAPITAL LLC — reported RAUM up 101% ($243.8M -> $490.5M). IAPD ↗fund
$490.5M RAUM · 12 reps · 212-294-8935 · grantave.com
58
TROLUCE CAPITAL ADVISORS LLC — reported RAUM up 89% ($238.2M -> $449.4M). IAPD ↗fund
$449.4M RAUM · 3 reps · 646-347-8801 · troluce.com
58
METAURUS ADVISORS LLC — reported RAUM up 139% ($144.8M -> $345.5M). IAPD ↗fund
$345.5M RAUM · 5 reps · 201-683-7979
58
HURRICANE CAPITAL ADVISORS LLC — reported RAUM up 129% ($181.1M -> $415.2M). IAPD ↗fund
$415.2M RAUM · 6 reps · 212-702-7101 · hurricanecapital.io
58
B. RILEY WEALTH PRIVATE SHARES — reported RAUM up 859% ($31.0M -> $297.4M). IAPD ↗fund
$297.4M RAUM · 5 reps · 901-251-1330
58
L2 POINT MANAGEMENT LLC — reported RAUM up 149% ($158.5M -> $395.1M). IAPD ↗fund
$395.1M RAUM · 5 reps · 919-452-0172 · l2-point.com
58
COINBASE ASSET MANAGEMENT, LLC — reported RAUM up 80% ($156.6M -> $281.6M). IAPD ↗fund
$281.6M RAUM · 6 reps · (203) 489-1450
58
S2 FUND MANAGER, LLC — reported RAUM up 212% ($100.0M -> $312.2M). IAPD ↗fund
$312.2M RAUM · 14 reps · 214-377-2977 · s2cp.com
58
22V ASSET MANAGEMENT — reported RAUM up 107% ($125.7M -> $260.1M). IAPD ↗fund
$260.1M RAUM · 5 reps · 917-224-2277 · 22vam.com
58
TWO ROADS PARTNERS MANAGEMENT, LP — reported RAUM up 85% ($183.0M -> $337.6M). IAPD ↗fund
$337.6M RAUM · 13 reps · 212-300-9803 · tworoads.com
58
PINE RIVER CAPITAL MANAGEMENT L.P. — grew from 12 to 15 advisory reps. IAPD ↗fund
$9.72B RAUM · 15 reps · 612-238-3300 · pinerivercapital.com
58
FLEXSTONE PARTNERS, LLC — grew from 5 to 8 advisory reps. IAPD ↗fund
$5.35B RAUM · 8 reps · 212-703-0300
58
BVF PARTNERS L.P. — grew from 8 to 11 advisory reps. IAPD ↗fund
$6.15B RAUM · 11 reps · 415-525-8800 · bvflp.com
58
VSS FUND MANAGEMENT LLC — grew from 20 to 25 advisory reps. IAPD ↗fund
$960.8M RAUM · 25 reps · 212-935-4990 · vss.com
58
SOLAMERE CAPITAL, LLC — grew from 10 to 13 advisory reps. IAPD ↗fund
$4.76B RAUM · 13 reps · 857-362-9200 · solamerecapital.com
58
EQUITY INTERNATIONAL — grew from 7 to 10 advisory reps. IAPD ↗fund
$1.61B RAUM · 10 reps · 312-675-7400 · equityinternational.com
58
HITE HEDGE ASSET MANAGEMENT LLC — grew from 10 to 13 advisory reps. IAPD ↗fund
$1.88B RAUM · 13 reps · 617-431-4360 · hitehedge.com
58
GENNX360 MANAGEMENT COMPANY, LLC — grew from 13 to 16 advisory reps. IAPD ↗fund
$2.10B RAUM · 16 reps · 212-257-6782 · gennx360.com
58
YELLOW WOOD PARTNERS — grew from 14 to 17 advisory reps. IAPD ↗fund
$2.12B RAUM · 17 reps · 617-500-6340
58
ORION RESOURCE PARTNERS (USA), LP — grew from 15 to 18 advisory reps. IAPD ↗fund
$7.43B RAUM · 18 reps · 212-596-3511 · orionrp.com
58
ALTOS VENTURES MANAGEMENT, INC. — grew from 15 to 18 advisory reps. IAPD ↗fund
$7.66B RAUM · 18 reps · 650-234-9771
58
LONG RIDGE EQUITY PARTNERS — grew from 14 to 17 advisory reps. IAPD ↗fund
$2.11B RAUM · 17 reps · 212-951-8651 · lrepllc.com
58
424 CAPITAL, LLC — grew from 14 to 19 advisory reps. IAPD ↗fund
$297.9M RAUM · 19 reps · 781-295-4000
58
CORMORANT ASSET MANAGEMENT, LP — grew from 3 to 6 advisory reps. IAPD ↗fund
$4.02B RAUM · 6 reps · 857-702-0370
58
MARBLE CAPITAL LP — grew from 5 to 8 advisory reps. IAPD ↗fund
$2.38B RAUM · 8 reps · 713-823-5433
58
BAY POINT ADVISORS, LLC — grew from 15 to 20 advisory reps. IAPD ↗fund
$712.9M RAUM · 20 reps · (404) 963-6031
58
FIVE ARROWS MANAGERS (USA) LLC — grew from 20 to 25 advisory reps. IAPD ↗fund
$835.3M RAUM · 25 reps · 212-300-1999 · rothschildandco.com
58
VWH CAPITAL MANAGEMENT, LP — grew from 15 to 18 advisory reps. IAPD ↗fund
$4.05B RAUM · 18 reps · (212) 468-5584
58
GLENDOWER CAPITAL — grew from 14 to 17 advisory reps. IAPD ↗fund
$15.65B RAUM · 17 reps · 1 212 653 8400
58
LORIENT CAPITAL MANAGEMENT, LLC — grew from 10 to 13 advisory reps. IAPD ↗fund
$1.36B RAUM · 13 reps · 248-247-3900
58
EVERSIDE CAPITAL PARTNERS — grew from 7 to 10 advisory reps. IAPD ↗fund
$1.88B RAUM · 10 reps · 646-603-3608
58
MILL POINT CAPITAL LLC — grew from 12 to 15 advisory reps. IAPD ↗fund
$1.84B RAUM · 15 reps · (212) 416-5800 · millpoint.com
58
COVENTURE MANAGEMENT, LLC — grew from 10 to 13 advisory reps. IAPD ↗fund
$1.46B RAUM · 13 reps · 646-287-2541 · angel.co
58
SDC CAPITAL PARTNERS, LLC — grew from 15 to 18 advisory reps. IAPD ↗fund
$4.50B RAUM · 18 reps · 212-813-6700 · sdccapitalpartners.com
58
SONA ASSET MANAGEMENT (US) LLC — grew from 7 to 10 advisory reps. IAPD ↗fund
$12.84B RAUM · 10 reps · 646-779-6302 · sona-am.com
58
MEDALIST PARTNERS LP — grew from 9 to 12 advisory reps. IAPD ↗fund
$2.02B RAUM · 12 reps · 212-493-4477 · medalistpartners.com
58
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC — grew from 1 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 312-986-1060 · orats.com
58
LONG PATH PARTNERS, LP — grew from 8 to 11 advisory reps. IAPD ↗fund
$1.02B RAUM · 11 reps · 203-883-1967
58
ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. — grew from 15 to 18 advisory reps. IAPD ↗fund
$1.77B RAUM · 18 reps · 313-816-4504
58
THOMIST CAPITAL MANAGEMENT, LP — grew from 4 to 9 advisory reps. IAPD ↗fund
$445.2M RAUM · 9 reps · (832) 678-2412 · thomistcapital.com
58
SOVEREIGN'S CAPITAL MANAGEMENT, LLC — grew from 25 to 30 advisory reps. IAPD ↗fund
$867.2M RAUM · 30 reps · 404-260-2798 · sovereignscapital.com
58
ALIGNED CLIMATE CAPITAL LLC — grew from 12 to 15 advisory reps. IAPD ↗fund
$1.82B RAUM · 15 reps · 917-754-5489
58
ROKOS CAPITAL MANAGEMENT (US) LP — grew from 14 to 17 advisory reps. IAPD ↗fund
$20.13B RAUM · 17 reps · 16464481400
58
KNOX LANE LP — grew from 10 to 13 advisory reps. IAPD ↗fund
$2.54B RAUM · 13 reps · (415) 651-2279
58
BRIDGEINVEST LLC — grew from 29 to 34 advisory reps. IAPD ↗fund
$749.1M RAUM · 34 reps · 305 749 9887 · bridgeinvest.com
58
ISOMETRY CAPITAL, LLC — grew from 5 to 10 advisory reps. IAPD ↗fund
$756.8M RAUM · 10 reps · 347-480-2544 · isometrycapital.com
58
PIPER SANDLER ADVISORS LLC — grew from 2 to 7 advisory reps. IAPD ↗fund
$364.6M RAUM · 7 reps · 800-333-6000
58
XN LP — grew from 15 to 18 advisory reps. IAPD ↗fund
$3.29B RAUM · 18 reps · 646-849-0500 · xnlp.com
58
QHP CAPITAL, L.P. — grew from 13 to 16 advisory reps. IAPD ↗fund
$2.73B RAUM · 16 reps · 919-261-5250 · qhpcapital.com
58
BANSK GROUP LLC — grew from 11 to 14 advisory reps. IAPD ↗fund
$2.24B RAUM · 14 reps · (646) 827-8710 · banskgroup.com
58
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. — grew from 13 to 18 advisory reps. IAPD ↗fund
$333.9M RAUM · 18 reps · 713-335-4700 · juncap.com
58
PANAGRAM STRUCTURED ASSET MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗fund
$15.46B RAUM · 8 reps · 212-970-1000
58
GROUNDED CAPITAL, LLC — grew from 9 to 12 advisory reps. IAPD ↗fund
$1.92B RAUM · 12 reps · 415-692-5760 · groundedcapital.com
58
OBRA FUND MANAGEMENT, LLC — grew from 15 to 18 advisory reps. IAPD ↗institutional
$0 RAUM · 18 reps · 5129618265
58
LINCOLN INVESTMENT ADVISERS LLC — grew from 3 to 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 214-740-3300 · lpc.com
58
NEXT MANAGEMENT ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$286.4M RAUM · 5 reps · 917-602-0500 · next-investors.com
58
FORWARD CONSUMER PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$425.0M RAUM · 6 reps · 203-485-4700 · forwardconsumerpartners.com
58
LYKOS GLOBAL MANAGEMENT, LP — 's provisional registration is now fully approved. IAPD ↗fund
$500.0M RAUM · 4 reps · 203-902-4008 · lykosglobal.com
57
BOLTON INVESTMENT — reported RAUM up 63% ($37.4M -> $61.0M). IAPD ↗institutional
$61.0M RAUM · 7 reps · 410 547-0500 · boltonusa.com
57
AVALON GLOBAL ASSET MANAGEMENT LLC — reported RAUM up 74% ($186.9M -> $325.6M). IAPD ↗fund
$325.6M RAUM · 3 reps · 415-615-5200
57
INVESCO CAPITAL MANAGEMENT LLC — reported RAUM up 36% ($400.64B -> $545.53B). IAPD ↗institutional
$545.53B RAUM · 49 reps · 800-983-0903
57
EQT PARTNERS INC. — reported RAUM up 36% ($19.21B -> $26.05B). IAPD ↗institutional
$26.05B RAUM · 93 reps · 917 281 0850
57
SEGRA CAPITAL MANAGEMENT, LLC — reported RAUM up 70% ($264.5M -> $449.9M). IAPD ↗fund
$449.9M RAUM · 2 reps · 561-890-9127
57
SHELTER GROWTH CAPITAL PARTNERS LLC — reported RAUM up 65% ($1.71B -> $2.82B). IAPD ↗fund
$2.82B RAUM · 9 reps · 203-355-6100
57
WYNNCHURCH CAPITAL, L.P. — reported RAUM up 62% ($5.65B -> $9.18B). IAPD ↗fund
$9.18B RAUM · 40 reps · 847-604-6100 · wynnchurch.com
57
STF MANAGEMENT LP — reported RAUM up 61% ($141.4M -> $227.4M). IAPD ↗institutional
$227.4M RAUM · 4 reps · 972-452-6883 · stfm.com
57
AMPLIFY INVESTMENTS LLC — reported RAUM up 36% ($3.91B -> $5.33B). IAPD ↗institutional
$5.33B RAUM · 22 reps · (630)-487-2530
57
FLEXPATH STRATEGIES — reported RAUM up 37% ($39.53B -> $54.25B). IAPD ↗institutional
$54.25B RAUM · 13 reps · 949-460-9898 · flexpathstrategies.com
57
GRANITE STATE CAPITAL MANAGEMENT, LP — reported RAUM up 71% ($514.0M -> $877.8M). IAPD ↗fund
$877.8M RAUM · 6 reps · 646-688-3231 · granitestatecap.com
57
EDEN CAPITAL MANAGEMENT LLC — reported RAUM up 73% ($168.6M -> $292.0M). IAPD ↗fund
$292.0M RAUM · 6 reps · 212-588-9000
57
FORA CAPITAL, LLC — reported RAUM up 63% ($1.06B -> $1.73B). IAPD ↗fund
$1.73B RAUM · 2 reps · 786-558-3902 · foracapital.com
57
ELECTRIC CAPITAL PARTNERS, LLC — reported RAUM up 61% ($1.14B -> $1.83B). IAPD ↗fund
$1.83B RAUM · 13 reps · (650) 420-5055
57
HEARD CAPITAL LLC — reported RAUM up 64% ($1.01B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 4 reps · 312-786-5210 · heardcapital.com
57
YAUPON CAPITAL MANAGEMENT LP — reported RAUM up 62% ($1.43B -> $2.32B). IAPD ↗fund
$2.32B RAUM · 10 reps · 646-755-3825
57
EAGLE POINT INCOME MANAGEMENT LLC — reported RAUM up 64% ($148.6M -> $243.7M). IAPD ↗institutional
$243.7M RAUM · 9 reps · 203-340-8500
57
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC — reported RAUM up 40% ($1.01B -> $1.42B). IAPD ↗institutional
$1.42B RAUM · 13 reps · 610-265-2800 · morganproperties.com
57
MTC WEALTH MANAGEMENT — reported RAUM up 47% ($213.5M -> $313.6M). IAPD ↗institutional
$313.6M RAUM · 3 reps · 888-727-9191 · mtcwealthmanagement.com
57
PACELINE EQUITY PARTNERS, LLC — reported RAUM up 60% ($1.04B -> $1.67B). IAPD ↗fund
$1.67B RAUM · 30 reps · 469-405-0908 · pacelineequity.com
57
ARDMORE ROAD ASSET MANAGEMENT LP — reported RAUM up 74% ($520.4M -> $905.7M). IAPD ↗fund
$905.7M RAUM · 6 reps · 203-872-9030 · ardmoreroad.com
57
COMVEST CREDIT ADVISORS, LLC — reported RAUM up 60% ($3.01B -> $4.83B). IAPD ↗fund
$4.83B RAUM · 80 reps · 561-727-2000 · comvest.com
57
BANSK GROUP LLC — reported RAUM up 65% ($1.36B -> $2.24B). IAPD ↗fund
$2.24B RAUM · 14 reps · (646) 827-8710 · banskgroup.com
57
ARCHITECT CAPITAL CORP. — reported RAUM up 74% ($201.6M -> $350.1M). IAPD ↗fund
$350.1M RAUM · 8 reps · 650-769-7630
57
CIRRUS REAL ESTATE PARTNERS — reported RAUM up 72% ($281.6M -> $483.9M). IAPD ↗fund
$483.9M RAUM · 8 reps · 212-385-4040 · cirrusrep.com
57
ABSOLUTE INVESTMENT ADVISERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗fund
$1.63B RAUM · 7 reps · 781-740-1904 · absoluteadvisers.com
57
GLOUSTON CAPITAL PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$1.90B RAUM · 12 reps · 617-587-5300 · glouston.com
57
MAGNITUDE CAPITAL, LLC — grew from 7 to 9 advisory reps. IAPD ↗fund
$8.05B RAUM · 9 reps · 212-915-3900 · magnitudecapital.com
57
TWIN TREE MANAGEMENT, LP — grew from 6 to 8 advisory reps. IAPD ↗fund
$8.63B RAUM · 8 reps · 214-979-2313
57
PROPHET CAPITAL ASSET MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗fund
$2.60B RAUM · 7 reps · 512-327-9500 · prophetcapital.io
57
UNISON INVESTMENT MANAGEMENT, LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$1.64B RAUM · 12 reps · (415) 992-4200
57
CONTOUR ASSET MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗fund
$4.76B RAUM · 7 reps · 646-553-2490 · contourasset.com
57
CASPIAN CAPITAL, LP — grew from 9 to 11 advisory reps. IAPD ↗fund
$5.06B RAUM · 11 reps · 212.826.6970
57
3G CAPITAL PARTNERS LP — grew from 9 to 11 advisory reps. IAPD ↗fund
$14.29B RAUM · 11 reps · 212-893-6727 · 3g-capital.com
57
LANDMARK MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗fund
$5.17B RAUM · 10 reps · 212-794-6060 · landmark-mgmt.com
57
GLADE BROOK CAPITAL PARTNERS LLC — grew from 5 to 7 advisory reps. IAPD ↗fund
$1.12B RAUM · 7 reps · 203-861-3000 · gladebrookcapital.com
57
FISHER LYNCH CAPITAL, LLC — grew from 9 to 11 advisory reps. IAPD ↗fund
$6.42B RAUM · 11 reps · 650-287-2700 · fisherlynch.com
57
FAIRVIEW CAPITAL PARTNERS, INC. — grew from 10 to 12 advisory reps. IAPD ↗fund
$2.68B RAUM · 12 reps · 860-674-8066
57
COLCHIS CAPITAL MANAGEMENT, L.P. — grew from 9 to 11 advisory reps. IAPD ↗fund
$1.07B RAUM · 11 reps · 415-400-8600 · colchiscapital.com
57
SLATE PATH CAPITAL LP — grew from 9 to 11 advisory reps. IAPD ↗fund
$6.88B RAUM · 11 reps · 212-257-4330 · slatepathcapital.com
57
A SMARTER WAY TO INVEST, INC. — grew from 2 to 4 advisory reps. IAPD ↗institutional
$84.8M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
57
THINK INVESTMENTS — grew from 7 to 9 advisory reps. IAPD ↗fund
$3.27B RAUM · 9 reps · 415-675-3279 · thinkinvestments.com
57
HOLLIS PARK PARTNERS LP — grew from 2 to 4 advisory reps. IAPD ↗fund
$1.82B RAUM · 4 reps · 212-205-8100
57
TRUE GREEN CAPITAL MANAGEMENT LLC — grew from 7 to 11 advisory reps. IAPD ↗fund
$631.3M RAUM · 11 reps · 855-335-5900
57
ACM MANAGEMENT COMPANY, LLC — grew from 10 to 14 advisory reps. IAPD ↗fund
$751.7M RAUM · 14 reps · 971-420-1871 · agriculturecapital.com
57
DC CAPITAL PARTNERS MANAGEMENT, L.P. — grew from 10 to 12 advisory reps. IAPD ↗fund
$1.42B RAUM · 12 reps · (202) 737-5220 · dccp.com
57
EAGLE MERCHANT PARTNERS — grew from 7 to 11 advisory reps. IAPD ↗fund
$382.7M RAUM · 11 reps · 404-974-2499 · eaglemerchantpartners.com
57
BAYSWATER MANAGEMENT COMPANY LP — grew from 6 to 8 advisory reps. IAPD ↗fund
$1.80B RAUM · 8 reps · 303-893-2503 · bayswater.us
57
QTRON INVESTMENTS LLC — grew from 5 to 7 advisory reps. IAPD ↗fund
$1.24B RAUM · 7 reps · 617-514-7340 · qtroninvestments.com
57
PRANA CAPITAL MANAGEMENT LP — grew from 6 to 8 advisory reps. IAPD ↗fund
$2.56B RAUM · 8 reps · 203-487-5185
57
MERIT FUND ADVISORS — grew from 6 to 13 advisory reps. IAPD ↗fund
$188.6M RAUM · 13 reps · (205) 313-4809
57
ZENYTH ADVISORS LLC — grew from 5 to 9 advisory reps. IAPD ↗fund
$802.5M RAUM · 9 reps · (646) 760-5499 · zenythpartners.com
57
LINSE CAPITAL LLC — grew from 1 to 3 advisory reps. IAPD ↗fund
$1.06B RAUM · 3 reps · 775-298-5350
57
FEDERATED INTERNATIONAL SECURITIES CORP. — grew from 2 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (412) 288-1900
57
PREP INVESTMENT ADVISERS, L.L.C. — grew from 20 to 24 advisory reps. IAPD ↗fund
$477.0M RAUM · 24 reps · 312-499-1952 · pearlmark.com
57
22C CAPITAL LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$1.24B RAUM · 12 reps · (212) 390-9420 · 22ccapital.com
57
CION INVESTMENT MANAGEMENT II, LLC — grew from 9 to 11 advisory reps. IAPD ↗institutional
$0 RAUM · 11 reps · 212-418-4700 · cioninvestments.com
57
FIN CAPITAL — grew from 10 to 14 advisory reps. IAPD ↗fund
$812.1M RAUM · 14 reps · 415-300-0702 · fin.capital
57
YAUPON CAPITAL MANAGEMENT LP — grew from 8 to 10 advisory reps. IAPD ↗fund
$2.32B RAUM · 10 reps · 646-755-3825
57
MARITIME PARTNERS, LLC — grew from 7 to 9 advisory reps. IAPD ↗fund
$3.06B RAUM · 9 reps · 504-264-5870
57
NASSAU PRIVATE CREDIT LLC — grew from 3 to 5 advisory reps. IAPD ↗fund
$1.18B RAUM · 5 reps · (203) 902-5522 · npc.nfg.com
57
HILDRED CAPITAL MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗fund
$1.47B RAUM · 10 reps · 646-362-5965 · hildredcapital.com
57
KAILASH CAPITAL RESEARCH LLC — grew from 2 to 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 508-350-7150
57
AVENTAIL CAPITAL GROUP, LP — grew from 10 to 12 advisory reps. IAPD ↗fund
$1.78B RAUM · 12 reps · 212-235-2770
57
GHK CAPITAL PARTNERS LP — grew from 9 to 11 advisory reps. IAPD ↗fund
$1.55B RAUM · 11 reps · 203-409-0900 · ghk.com
57
CONVERSANT CAPITAL LLC — grew from 5 to 7 advisory reps. IAPD ↗fund
$1.93B RAUM · 7 reps · 908-466-5010 · conversantcap.com
57
ANOMALY CAPITAL MANAGEMENT, LP — grew from 9 to 11 advisory reps. IAPD ↗fund
$4.01B RAUM · 11 reps · 212-540-7900 · anomalycapital.com
57
LONGRANGE CAPITAL, L.P. — grew from 10 to 12 advisory reps. IAPD ↗fund
$1.76B RAUM · 12 reps · 203-423-3935 · longrangecapital.com
57
GREAT MOUNTAIN PARTNERS — grew from 8 to 10 advisory reps. IAPD ↗fund
$10.59B RAUM · 10 reps · 203.993.6149
57
NORTH REEF CAPITAL MANAGEMENT LP — grew from 2 to 4 advisory reps. IAPD ↗fund
$3.84B RAUM · 4 reps · 949-482-2121
57
OUTCOME DRIVEN STRATEGIES, LLC — grew from 4 to 6 advisory reps. IAPD ↗institutional
$196.3M RAUM · 6 reps · 410-468-1695
57
CENTERBOOK PARTNERS LP — grew from 7 to 9 advisory reps. IAPD ↗fund
$1.21B RAUM · 9 reps · 203-485-5200 · centerbook.com
57
10T HOLDINGS, LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$1.18B RAUM · 12 reps · 203-441-7300 · 10tfund.com
57
ARIEL ALTERNATIVES, LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$1.62B RAUM · 12 reps · 312-726-0140
57
K5 GLOBAL ADVISOR LLC — grew from 3 to 5 advisory reps. IAPD ↗fund
$4.30B RAUM · 5 reps · 305-206-8533 · k5global.com
57
DSS WEALTH MANAGEMENT, INC. — grew from 2 to 4 advisory reps. IAPD ↗institutional
$29.0M RAUM · 4 reps · 916 865-9070 · americafirst.fund
57
INTEGRUM HOLDINGS LP — grew from 9 to 11 advisory reps. IAPD ↗fund
$1.75B RAUM · 11 reps · 212-970-2500 · integrum.us
57
LIONTREE INVESTMENT MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗fund
$1.53B RAUM · 8 reps · 212-644-4200
57
POLYMER CAPITAL MANAGEMENT (US), LLC — grew from 10 to 12 advisory reps. IAPD ↗institutional
$130.4M RAUM · 12 reps · 1 (212) 653 0674
57
QUANTIX COMMODITIES LP — grew from 9 to 11 advisory reps. IAPD ↗institutional
$139.0M RAUM · 11 reps · 203-864-3388 · quantixcommodities.com
57
AXXES ADVISORS LLC — grew from 1 to 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 786-662-3114
57
CIVITAS CAPITAL MANAGEMENT, LLC — grew from 15 to 19 advisory reps. IAPD ↗fund
$437.8M RAUM · 19 reps · 214-572-2300 · civitascapital.com
57
SPEARHEAD ADMINISTRATIVE SERVICES, LLC — grew from 3 to 5 advisory reps. IAPD ↗fund
$1.20B RAUM · 5 reps · 855-615-5318
57
DCA FAMILY OFFICE, LLC — grew from 3 to 5 advisory reps. IAPD ↗institutional
$138.5M RAUM · 5 reps · (916) 960-5357
57
SURGOCAP PARTNERS LP — grew from 8 to 10 advisory reps. IAPD ↗fund
$2.99B RAUM · 10 reps · 646-974-6340 · surgocap.com
57
ONE INVESTMENT MANAGEMENT US LLC — grew from 9 to 11 advisory reps. IAPD ↗fund
$6.80B RAUM · 11 reps · (646) 222-9570 · oneimgroup.com
57
CACHETECH — grew from 4 to 6 advisory reps. IAPD ↗institutional
$131.8M RAUM · 6 reps · 435-752-1702 · cachetech.io
57
BREAKWALL INVESTMENT ADVISOR LLC — grew from 5 to 7 advisory reps. IAPD ↗fund
$1.76B RAUM · 7 reps · 917-690-0000 · breakwallcap.com
56
BAXTER CAPITAL MANAGEMENT INC — reported RAUM up 31% ($1.78B -> $2.34B). IAPD ↗institutional
$2.34B RAUM · 3 reps · 317-706-0041 · baxtercapitalmanagement.com
56
VALLEY VIEW CONSULTING LLC — reported RAUM up 35% ($10.50B -> $14.13B). IAPD ↗institutional
$14.13B RAUM · 6 reps · (540)297-3419 · valleyviewconsulting.net
56
PROFUND ADVISORS LLC — reported RAUM up 32% ($2.77B -> $3.65B). IAPD ↗institutional
$3.65B RAUM · 35 reps · (240) 497-6400 · profunds.com
56
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC — reported RAUM up 56% ($6.07B -> $9.47B). IAPD ↗fund
$9.47B RAUM · 85 reps · 617-747-1600 · manulifeim.com
56
COOK STREET CONSULTING, INC. — reported RAUM up 32% ($5.35B -> $7.08B). IAPD ↗institutional
$7.08B RAUM · 31 reps · 303-333-7770
56
GEODE CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($803.47B -> $1062.80B). IAPD ↗institutional
$1062.80B RAUM · 34 reps · 1-800-777-6757
56
BIVIUM CAPITAL PARTNERS, LLC — reported RAUM up 31% ($3.19B -> $4.17B). IAPD ↗institutional
$4.17B RAUM · 8 reps · 415-825-0610 · biviumcapital.com
56
SILVA CAPITAL MANAGEMENT LLC — reported RAUM up 56% ($108.6M -> $169.4M). IAPD ↗institutional
$169.4M RAUM · 1 reps · 312-840-8259 · silvacapitalmanagement.com
56
CAPSTONE INVESTMENT ADVISORS, LLC — reported RAUM up 59% ($43.48B -> $69.25B). IAPD ↗fund
$69.25B RAUM · 108 reps · 212-232-1420
56
CRESSEY & COMPANY LP — reported RAUM up 57% ($2.35B -> $3.69B). IAPD ↗fund
$3.69B RAUM · 21 reps · 312-945-5700
56
SVERICA CAPITAL MANAGEMENT — reported RAUM up 57% ($1.35B -> $2.12B). IAPD ↗fund
$2.12B RAUM · 19 reps · 617-695-0221
56
GRAHAM PARTNERS, INC. — reported RAUM up 60% ($2.19B -> $3.51B). IAPD ↗fund
$3.51B RAUM · 67 reps · 610-408-0500 · grahampartners.net
56
ALPINE INVESTORS — reported RAUM up 56% ($11.05B -> $17.28B). IAPD ↗fund
$17.28B RAUM · 102 reps · 415-392-9100 · alpineinvestors.com
56
CAPULA INVESTMENT US LP — reported RAUM up 35% ($75.09B -> $101.12B). IAPD ↗institutional
$101.12B RAUM · 15 reps · (646) 874-5400 · capulaglobal.com
56
MATRIX CAPITAL MANAGEMENT COMPANY, LP — reported RAUM up 59% ($7.61B -> $12.09B). IAPD ↗fund
$12.09B RAUM · 17 reps · 781-522-4962
56
ARMOUR CAPITAL MANAGEMENT LP — reported RAUM up 31% ($9.44B -> $12.34B). IAPD ↗institutional
$12.34B RAUM · 6 reps · 772-617-4340 · armourcap.com
56
EAB INVESTMENT GROUP, LLC — reported RAUM up 58% ($85.9M -> $136.1M). IAPD ↗institutional
$136.1M RAUM · 4 reps · 646-583-0032 · eabinvestmentgroup.com
56
ONE RIVER ASSET MANAGEMENT, LLC — reported RAUM up 58% ($2.55B -> $4.03B). IAPD ↗fund
$4.03B RAUM · 14 reps · 203-489-1440 · oneriveram.com
56
ADW CAPITAL MANAGEMENT LLC — reported RAUM up 67% ($284.4M -> $473.5M). IAPD ↗fund
$473.5M RAUM · 1 reps · 646-684-4086 · adwcapital.com
56
SCHONFELD STRATEGIC ADVISORS LLC — reported RAUM up 58% ($56.94B -> $89.72B). IAPD ↗fund
$89.72B RAUM · 376 reps · 1 786 772 5102 · schonfeld.com
56
STRATOS INVESTMENT MANAGEMENT, LLC — reported RAUM up 34% ($1.14B -> $1.52B). IAPD ↗institutional
$1.52B RAUM · 3 reps · 4402104900 · stratosinvestmentmanagement.com
56
FS CREDIT INCOME ADVISOR, LLC — reported RAUM up 40% ($579.0M -> $812.9M). IAPD ↗institutional
$812.9M RAUM · 2 reps · 215-220-6651
56
KAH CAPITAL MANAGEMENT, LLC — reported RAUM up 66% ($191.4M -> $317.0M). IAPD ↗fund
$317.0M RAUM · 5 reps · 703-677-3424 · kahcapital.com
56
COHERE CAPITAL — reported RAUM up 67% ($225.4M -> $375.5M). IAPD ↗fund
$375.5M RAUM · 8 reps · 617-245-4020 · coherecapital.com
56
CROSSPOINT CAPITAL PARTNERS, LP — reported RAUM up 55% ($2.13B -> $3.31B). IAPD ↗fund
$3.31B RAUM · 14 reps · 650-850-1740
56
FORMENTERA PARTNERS LP — reported RAUM up 59% ($1.00B -> $1.60B). IAPD ↗fund
$1.60B RAUM · 10 reps · 512-320-9812
56
PATIENT SQUARE CAPITAL, LP — reported RAUM up 59% ($4.95B -> $7.88B). IAPD ↗fund
$7.88B RAUM · 28 reps · (650) 677-8100 · patientsquarecapital.com
56
VICTOR CAPITAL PARTNERS — reported RAUM up 69% ($169.2M -> $286.6M). IAPD ↗fund
$286.6M RAUM · 8 reps · (212) 202-3340 · victorcapitalpartners.com
56
KYNAM CAPITAL MANAGEMENT, LP — reported RAUM up 58% ($1.16B -> $1.83B). IAPD ↗fund
$1.83B RAUM · 2 reps · 574-315-9016
56
STELLUS CAPITAL INCOME PBDC, LLC — reported RAUM up 44% ($245.5M -> $352.9M). IAPD ↗institutional
$352.9M RAUM · 18 reps · 713-292-5400
56
QUANTIX COMMODITIES LP — reported RAUM up 58% ($88.0M -> $139.0M). IAPD ↗institutional
$139.0M RAUM · 11 reps · 203-864-3388 · quantixcommodities.com
56
EIR PARTNERS CAPITAL, LLC — reported RAUM up 66% ($201.1M -> $334.5M). IAPD ↗fund
$334.5M RAUM · 7 reps · 317-281-7373 · eirpartners.com
56
SIXTH STREET LENDING PARTNERS ADVISERS, LLC — reported RAUM up 32% ($2.38B -> $3.14B). IAPD ↗institutional
$3.14B RAUM · 42 reps · 469-621-3001
56
DEXTRA PARTNERS — reported RAUM up 59% ($2.14B -> $3.40B). IAPD ↗fund
$3.40B RAUM · 14 reps · 212-300-9820
56
OHA PRIVATE CREDIT ADVISORS II, L.P. — reported RAUM up 40% ($352.5M -> $495.2M). IAPD ↗institutional
$495.2M RAUM · 123 reps · 212-326-1500
56
STEMPOINT CAPITAL LP — reported RAUM up 67% ($264.0M -> $440.9M). IAPD ↗fund
$440.9M RAUM · 3 reps · 212-540-4099 · stempointcapital.com
56
MYCOR CAPITAL MANAGEMENT, LLC — reported RAUM up 67% ($212.3M -> $354.2M). IAPD ↗fund
$354.2M RAUM · 8 reps · 203-803-4840 · mycorcapital.com
56
ANCIENT MANAGEMENT LP D/B/A ANCIENT — reported RAUM up 45% ($250.0M -> $361.4M). IAPD ↗institutional
$361.4M RAUM · 5 reps · 212-870-8751 · ancientlp.com
56
BOW RIVER ADVISERS, LLC — reported RAUM up 42% ($325.7M -> $461.1M). IAPD ↗institutional
$461.1M RAUM · 4 reps · (303) 861-8466 · bowriverevergreen.com
56
PERMIT CAPITAL, LLC — grew from 1 to 4 advisory reps. IAPD ↗fund
$545.6M RAUM · 4 reps · 610-941-5000 · permitcap.com
56
AMERRA CAPITAL MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗fund
$897.0M RAUM · 11 reps · 212-710-8033, 212-843-8927 · amerracapital.com
56
HARRIS PRESTON & PARTNERS, LLC — grew from 2 to 5 advisory reps. IAPD ↗fund
$646.8M RAUM · 5 reps · 512-320-4111 · harrispreston.com
56
ESTANCIA CAPITAL MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗fund
$610.6M RAUM · 11 reps · 480-448-5001 · estanciapartners.com
56
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC — grew from 4 to 7 advisory reps. IAPD ↗fund
$407.5M RAUM · 7 reps · 615-255-3707
56
MAVERICK REAL ESTATE PARTNERS LLC — grew from 15 to 18 advisory reps. IAPD ↗fund
$474.5M RAUM · 18 reps · 646-480-2084 · maverickrep.com
56
MUDDY WATERS CAPITAL LLC — grew from 4 to 7 advisory reps. IAPD ↗fund
$439.7M RAUM · 7 reps · (415) 488-3167
56
ONE68 GLOBAL CAPITAL, LLC — grew from 2 to 5 advisory reps. IAPD ↗fund
$500.0M RAUM · 5 reps · 212-331-6738
56
DIAMETRIC CAPITAL, LP — grew from 7 to 10 advisory reps. IAPD ↗fund
$557.7M RAUM · 10 reps · 617-443-2020 · diametriccapital.com
56
CAYETANO DEVELOPMENT, LLC — grew from 4 to 7 advisory reps. IAPD ↗fund
$527.3M RAUM · 7 reps · 512-600-3119
56
ROTUNDA CAPITAL PARTNERS, LLC — grew from 10 to 13 advisory reps. IAPD ↗fund
$677.4M RAUM · 13 reps · 240-482-0612 · rotundacapital.com
56
ELSEWHERE PARTNERS, LLC — grew from 12 to 15 advisory reps. IAPD ↗fund
$778.8M RAUM · 15 reps · 512-423-0410 · elsewhere.partners
56
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC — grew from 14 to 17 advisory reps. IAPD ↗fund
$703.6M RAUM · 17 reps · (212)-393-4790 · regalhcp.com
56
BLUE SAGE SERVICES, L.P. — grew from 10 to 13 advisory reps. IAPD ↗fund
$466.8M RAUM · 13 reps · 512-536-1900 · bluesage.com
56
FS STRUCTURED PRODUCTS ADVISOR, LLC — grew from 13 to 16 advisory reps. IAPD ↗fund
$979.9M RAUM · 16 reps · 215-220-6651
56
WEATHERFORD CAPITAL MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗fund
$920.0M RAUM · 13 reps · (813) 443-0499 · weatherfordcapital.com
56
NORTHRIM ADVISER, LLC — grew from 3 to 6 advisory reps. IAPD ↗fund
$261.0M RAUM · 6 reps · 480-206-7683 · northrimhorizon.com
56
CHARGER INVESTMENT PARTNERS LP — grew from 11 to 14 advisory reps. IAPD ↗fund
$549.3M RAUM · 14 reps · 310-372-5525 · chargerinv.com
56
RADIAL EQUITY PARTNERS LP — grew from 8 to 11 advisory reps. IAPD ↗fund
$590.4M RAUM · 11 reps · 212-551-4600 · radialequity.com
56
WORLDLY PARTNERS MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗fund
$275.3M RAUM · 9 reps · 917-818-0035 · worldlypartners.com
56
AVEGO MANAGEMENT, LLC — grew from 10 to 13 advisory reps. IAPD ↗fund
$861.1M RAUM · 13 reps · 646-844-0030 · avego.com
56
776 MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗fund
$923.7M RAUM · 6 reps · 424-218-6278
56
GRANT AVENUE CAPITAL LLC — grew from 9 to 12 advisory reps. IAPD ↗fund
$490.5M RAUM · 12 reps · 212-294-8935 · grantave.com
56
ARCHITECT CAPITAL CORP. — grew from 5 to 8 advisory reps. IAPD ↗fund
$350.1M RAUM · 8 reps · 650-769-7630
56
HACK VC MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗fund
$419.7M RAUM · 8 reps · 775-238-3671
56
TACORA CAPITAL MANAGEMENT, LP — grew from 3 to 6 advisory reps. IAPD ↗fund
$343.3M RAUM · 6 reps · 310-741-1070 · tacoracap.com
56
CRE VENTURE CAPITAL, INC. — grew from 2 to 5 advisory reps. IAPD ↗fund
$368.0M RAUM · 5 reps · 917 583 4687 · cre.vc
56
CORTEN REAL ESTATE MANAGEMENT LLC — grew from 7 to 10 advisory reps. IAPD ↗fund
$468.8M RAUM · 10 reps · 215-500-4950
56
BORDERLESS MANAGEMENT LLC — grew from 5 to 8 advisory reps. IAPD ↗fund
$339.6M RAUM · 8 reps · 650-412-9447 · borderlesscapital.io
56
COALESCE CAPITAL MANAGEMENT LLC — grew from 5 to 8 advisory reps. IAPD ↗fund
$800.8M RAUM · 8 reps · (646) 222-5910 · coalescecap.com
56
NEXT MANAGEMENT ADVISORS, LLC — grew from 2 to 5 advisory reps. IAPD ↗fund
$286.4M RAUM · 5 reps · 917-602-0500 · next-investors.com
55
VAN ECK ASSOCIATES CORP. — reported RAUM up 25% ($56.24B -> $70.40B). IAPD ↗institutional
$70.40B RAUM · 41 reps · 212-293-2000 · soundcloud.com
55
BLACKROCK FUND ADVISORS — reported RAUM up 27% ($2406.69B -> $3047.29B). IAPD ↗institutional
$3047.29B RAUM · 283 reps · 415 670 2000
55
BERKSHIRE CAPITAL HOLDINGS INC — reported RAUM up 35% ($188.6M -> $255.2M). IAPD ↗institutional
$255.2M RAUM · 1 reps · (408) 526-0707 · berkshirefunds.com
55
USI ADVISORS — reported RAUM up 30% ($32.08B -> $41.62B). IAPD ↗institutional
$41.62B RAUM · 42 reps · 860-633-5283 · usicg.com
55
RENAISSANCE CAPITAL LLC — reported RAUM up 52% ($137.2M -> $209.2M). IAPD ↗institutional
$209.2M RAUM · 17 reps · 203-622-2978
55
VERUS ADVISORY, INC. — reported RAUM up 30% ($8.50B -> $11.02B). IAPD ↗institutional
$11.02B RAUM · 82 reps · 206-622-3700
55
HILLTOP SECURITIES ASSET MANAGEMENT, LLC — reported RAUM up 27% ($21.41B -> $27.23B). IAPD ↗institutional
$27.23B RAUM · 12 reps · 214-953-4000 · hilltopsecurities.com
55
ANDCO CONSULTING — reported RAUM up 36% ($718.8M -> $976.6M). IAPD ↗institutional
$976.6M RAUM · 89 reps · 844-442-6326 · thistleasset.com
55
COLUMBIA CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($1.39B -> $1.75B). IAPD ↗institutional
$1.75B RAUM · 6 reps · 913-248-8500 · bidvault.us
55
GOTHAM ASSET MANAGEMENT, LLC — reported RAUM up 50% ($4.20B -> $6.31B). IAPD ↗fund
$6.31B RAUM · 19 reps · 212-319-4100 · gotham.com
55
ALPHADYNE ASSET MANAGEMENT LP — reported RAUM up 50% ($76.68B -> $115.31B). IAPD ↗fund
$115.31B RAUM · 21 reps · 212-806-3700 · adyne.com
55
TOKIO MARINE ASSET MANAGEMENT (USA), LTD. — reported RAUM up 27% ($1.38B -> $1.76B). IAPD ↗institutional
$1.76B RAUM · 11 reps · 212-476-8290
55
PALM BEACH CAPITAL MANAGEMENT III, LLC — reported RAUM up 64% ($513.7M -> $841.1M). IAPD ↗fund
$841.1M RAUM · 5 reps · 561-659-9022 · pbcap.com
55
ONE ROCK CAPITAL — reported RAUM up 51% ($6.90B -> $10.41B). IAPD ↗fund
$10.41B RAUM · 50 reps · 212-605-6000 · onerock.com
55
GREENLEA LANE CAPITAL MANAGEMENT LLC — reported RAUM up 64% ($222.8M -> $366.1M). IAPD ↗fund
$366.1M RAUM · 1 reps · 646-450-9248 · greenlealane.com
55
NEXPOINT ADVISORS, L.P. — reported RAUM up 51% ($116.0M -> $174.8M). IAPD ↗institutional
$174.8M RAUM · 18 reps · 214-276-6300 · nexpoint.com
55
CERITY PARTNERS RETIREMENT PLAN ADVISORS — reported RAUM up 27% ($12.81B -> $16.22B). IAPD ↗institutional
$16.22B RAUM · 53 reps · 212-850-4260
55
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — reported RAUM up 27% ($14.07B -> $17.81B). IAPD ↗institutional
$17.81B RAUM · 128 reps · 212-602-7800 · brevanhoward.com
55
OGBORNE CAPITAL MANAGEMENT, LLC. — reported RAUM up 61% ($253.0M -> $406.1M). IAPD ↗fund
$406.1M RAUM · 2 reps · 415-876-3000 · ogbornecap.com
55
CAS INVESTMENT PARTNERS, LLC — reported RAUM up 62% ($585.3M -> $951.1M). IAPD ↗fund
$951.1M RAUM · 2 reps · (212) 804-7660 · cliffordsosin.com
55
AMULET CAPITAL PARTNERS, L.P. — reported RAUM up 52% ($1.76B -> $2.68B). IAPD ↗fund
$2.68B RAUM · 12 reps · 646-561-6655
55
ENGINEERS GATE MANAGER LP — reported RAUM up 51% ($4.30B -> $6.48B). IAPD ↗fund
$6.48B RAUM · 60 reps · 646-757-2800
55
AFF FUND MANAGER, LLC — reported RAUM up 30% ($1.33B -> $1.72B). IAPD ↗institutional
$1.72B RAUM · 15 reps · (770) 450-8742 · theardentcompanies.com
55
SKYKNIGHT CAPITAL, L.P. — reported RAUM up 53% ($2.33B -> $3.55B). IAPD ↗fund
$3.55B RAUM · 15 reps · 415.914.0782 · skyknightcapital.com
55
LWO LLC — reported RAUM up 64% ($169.8M -> $278.6M). IAPD ↗fund
$278.6M RAUM · 20 reps · 469-351-3470
55
SUNDERLAND CAPITAL PARTNERS LP — reported RAUM up 80% ($30.9M -> $55.6M). IAPD ↗fund
$55.6M RAUM · 2 reps · 617-894-3057
55
MANA ADVISORS LLC — reported RAUM up 54% ($70.4M -> $108.4M). IAPD ↗institutional
$108.4M RAUM · 2 reps · 332-201-7620
55
FAIRMOUNT FUNDS MANAGEMENT LLC — reported RAUM up 54% ($1.48B -> $2.28B). IAPD ↗fund
$2.28B RAUM · 11 reps · 267-262-5300 · fairmountfunds.com
55
CION ARES MANAGEMENT, LLC — reported RAUM up 29% ($3.64B -> $4.69B). IAPD ↗institutional
$4.69B RAUM · 4 reps · 212-418-4700 · aresmgmt.com
55
ROG VI L.L.C. — reported RAUM up 192% ($76.7M -> $224.1M). IAPD ↗fund
$224.1M RAUM · 13 reps · 713-874-9000 · riverbendenergygroup.com
55
CRESCENT COVE ADVISORS, LP — reported RAUM up 64% ($275.3M -> $451.7M). IAPD ↗fund
$451.7M RAUM · 2 reps · 415-800-2289
55
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — reported RAUM up 40% ($668.6M -> $934.5M). IAPD ↗institutional
$934.5M RAUM · 70 reps · 212-847-3459
55
HAZOOR PARTNERS, LLC — reported RAUM up 60% ($162.2M -> $259.7M). IAPD ↗fund
$259.7M RAUM · 4 reps · 458-203-0665 · hazoorpartners.com
55
SONA ASSET MANAGEMENT (US) LLC — reported RAUM up 51% ($8.49B -> $12.84B). IAPD ↗fund
$12.84B RAUM · 10 reps · 646-779-6302 · sona-am.com
55
CAPACUITY LLC — reported RAUM up 27% ($5.61B -> $7.11B). IAPD ↗institutional
$7.11B RAUM · 14 reps · (407) 949-6889 · capacuity.com
55
MIROVA US — reported RAUM up 27% ($8.40B -> $10.67B). IAPD ↗institutional
$10.67B RAUM · 38 reps · 857-305-6333 · mirova.com
55
FLOWSTONE PARTNERS, LLC — reported RAUM up 36% ($522.9M -> $710.5M). IAPD ↗institutional
$710.5M RAUM · 5 reps · 312-429-2419
55
BROWNING WEST LP — reported RAUM up 53% ($1.00B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 4 reps · 310-984-7600
55
SCALEWORKS CAPITAL, LLC — reported RAUM up 62% ($162.9M -> $263.5M). IAPD ↗fund
$263.5M RAUM · 6 reps · 210-544-5409 · soil.works
55
HILL CITY CAPITAL LP — reported RAUM up 52% ($1.19B -> $1.82B). IAPD ↗fund
$1.82B RAUM · 4 reps · 617-702-7408 · hillcitycapital.com
55
WALNUT LEVEL CAPITAL LLC — reported RAUM up 272% ($50.0M -> $186.2M). IAPD ↗fund
$186.2M RAUM · 2 reps · 720-689-9009 · walnutlevel.com
55
LONG WALK MANAGEMENT LP — reported RAUM up 112% ($112.3M -> $237.9M). IAPD ↗fund
$237.9M RAUM · 2 reps · 917-817-9743 · longwalkmgmt.com
55
OFF THE CHAIN CAPITAL, LLC — reported RAUM up 81% ($112.9M -> $204.3M). IAPD ↗fund
$204.3M RAUM · 4 reps · 618-910-3560 · offthechain.capital
55
ASCEND PARTNERS — reported RAUM up 63% ($588.1M -> $957.1M). IAPD ↗fund
$957.1M RAUM · 9 reps · 646-689-2100 · ascendpartners.com
55
IN-DEPTH PARTNERS, LLC — reported RAUM up 117% ($81.3M -> $176.8M). IAPD ↗fund
$176.8M RAUM · 2 reps · 786-688-4347 · in-depthpartners.com
55
PERCHERON CAPITAL — reported RAUM up 51% ($2.05B -> $3.09B). IAPD ↗fund
$3.09B RAUM · 37 reps · (415)738-4340 · percheroncapital.com
55
TRIATOMIC MANAGEMENT LP — reported RAUM up 80% ($101.0M -> $182.1M). IAPD ↗fund
$182.1M RAUM · 4 reps · 646-225-5995 · hkcap.com
55
CALLODINE CREDIT MANAGEMENT — reported RAUM up 62% ($273.6M -> $442.9M). IAPD ↗fund
$442.9M RAUM · 11 reps · 617-880-7494 · callodine.com
55
VELOCIS MANAGEMENT, LLC — reported RAUM up 64% ($164.1M -> $268.4M). IAPD ↗fund
$268.4M RAUM · 16 reps · 214-702-0220
55
SPARKLINE CAPITAL LP — reported RAUM up 102% ($22.3M -> $45.0M). IAPD ↗fund
$45.0M RAUM · 1 reps · 212-655-9870 · sparklinecapital.com
55
NEWVEST MANAGEMENT, LP — reported RAUM up 437% ($46.5M -> $249.5M). IAPD ↗fund
$249.5M RAUM · 6 reps · 646-300-4305 · newvest.com
55
SZOP MULTISTRAT MANAGEMENT LLC — reported RAUM up 124% ($24.6M -> $55.1M). IAPD ↗fund
$55.1M RAUM · 4 reps · 646-975-5541
55
BITWISE INVESTMENT MANAGER, LLC — reported RAUM up 113% ($17.5M -> $37.2M). IAPD ↗fund
$37.2M RAUM · 7 reps · 415-707-3663 · bwebetf.com
55
DOMA PERPETUAL CAPITAL MANAGEMENT LLC — reported RAUM up 76% ($60.8M -> $106.8M). IAPD ↗fund
$106.8M RAUM · 4 reps · 305-549-5081 · domaperpetual.com
55
SEA OTTER ADVISORS LLC — reported RAUM up 81% ($68.8M -> $124.7M). IAPD ↗fund
$124.7M RAUM · 4 reps · 646-849-3810
55
NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC — reported RAUM up 104% ($100.0M -> $203.6M). IAPD ↗fund
$203.6M RAUM · 4 reps · 917-334-6809
55
SATURN FIVE ADVISORS LLC — reported RAUM up 64% ($170.2M -> $279.0M). IAPD ↗fund
$279.0M RAUM · 3 reps · 303-829-2093 · saturnfive.com
55
CAIUS CAPITAL US LP — reported RAUM up 29% ($1.13B -> $1.47B). IAPD ↗institutional
$1.47B RAUM · 1 reps · +1(347) 637-7131 · caiuscapital.com
55
SURGOCAP PARTNERS LP — reported RAUM up 50% ($1.99B -> $2.99B). IAPD ↗fund
$2.99B RAUM · 10 reps · 646-974-6340 · surgocap.com
55
PRAETORIAN PR LLC — reported RAUM up 62% ($214.1M -> $347.6M). IAPD ↗fund
$347.6M RAUM · 6 reps · (786) 396-1281 · pracap.com
55
POLPO CAPITAL MANAGEMENT LLC — reported RAUM up 326% ($45.4M -> $193.2M). IAPD ↗fund
$193.2M RAUM · 2 reps · 646-891-5073 · polpocapital.com
55
ARISTOTLE INVESTMENT SERVICES, LLC — reported RAUM up 25% ($10.69B -> $13.37B). IAPD ↗institutional
$13.37B RAUM · 8 reps · (844) 597-3886
55
ARGOSY-LIONBRIDGE MANAGEMENT, LLC — reported RAUM up 208% ($28.4M -> $87.5M). IAPD ↗fund
$87.5M RAUM · 5 reps · (646) 440-3583 · argosylbm.com
55
PICTET ASSET MANAGEMENT LIMITED — grew from 76 to 128 advisory reps. IAPD ↗foreign
$22.59B RAUM · 128 reps · -8427
55
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL — grew from 168 to 202 advisory reps. IAPD ↗foreign
$405.22B RAUM · 202 reps · 44-207-774-1000 · gsam.com
55
INVESCO ASSET MANAGEMENT LTD. — grew from 122 to 246 advisory reps. IAPD ↗foreign
$107.44B RAUM · 246 reps · 441491417000 · invesco.com
55
RATHBONES — grew from 447 to 528 advisory reps. IAPD ↗foreign
$63.62B RAUM · 528 reps · +44-151 236 6666
55
INVESCO — grew from 9 to 104 advisory reps. IAPD ↗foreign
$18.22B RAUM · 104 reps · 1-800-874-6275
55
TRUFFLE HOUND CAPITAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗fund
$551.2M RAUM · 7 reps · 301-789-2498 · trufflehound.com
55
PICTET ASSET MANAGEMENT SA — grew from 178 to 227 advisory reps. IAPD ↗foreign
$257.89B RAUM · 227 reps · -3673 · am.pictet.
55
BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP — grew from 1315 to 1338 advisory reps. IAPD ↗foreign
$101.26B RAUM · 1338 reps · 416-363-9491 · brookfield.com
55
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED — grew from 162 to 190 advisory reps. IAPD ↗foreign
$160.70B RAUM · 190 reps · 44 207 992 4172 · globalliquidity.hsbc.com
55
DOMINUS CAPITAL MANAGEMENT, L.P. — grew from 9 to 11 advisory reps. IAPD ↗fund
$906.1M RAUM · 11 reps · 212-784-5440 · dominuscap.com
55
NORTHSTAR CAPITAL, LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$917.3M RAUM · 12 reps · 612-371-5700 · northstarcapital.com
55
RIVER ASSOCIATES INVESTMENTS (TN), LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$775.5M RAUM · 12 reps · 423-755-0888 · riverassociates.com
55
VOSS CAPITAL LLC — grew from 3 to 5 advisory reps. IAPD ↗fund
$937.0M RAUM · 5 reps · 832-519-9427
55
EVELYN PARTNERS ASSET MANAGEMENT LIMITED — grew from 128 to 154 advisory reps. IAPD ↗foreign
$1.14B RAUM · 154 reps · 442071314000 · usa.evelyn.com
55
ROCK ISLAND CAPITAL — grew from 8 to 10 advisory reps. IAPD ↗fund
$590.9M RAUM · 10 reps · 630-413-9136
55
WESTRIVER MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗fund
$995.5M RAUM · 8 reps · 4259523950
55
FORT POINT CAPITAL — grew from 10 to 12 advisory reps. IAPD ↗fund
$610.1M RAUM · 12 reps · 617-303-2123 · fortpointcapital.com
55
BLACKROCK (SINGAPORE) LIMITED — grew from 83 to 99 advisory reps. IAPD ↗foreign
$50.66B RAUM · 99 reps · 65 6411 3000
55
EMET CAPITAL MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗fund
$519.5M RAUM · 9 reps · 212-725-7902 · emetcap.com
55
BP CAPITAL ENERGY ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗fund
$637.3M RAUM · 8 reps · 214-265-1090 · bpenergypartners.com
55
GHOST TREE CAPITAL — grew from 3 to 5 advisory reps. IAPD ↗fund
$360.0M RAUM · 5 reps · 646-779-0120
55
THAYER STREET PARTNERS MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗fund
$853.2M RAUM · 6 reps · 212-256-8740 · thayerstreet.com
55
SOUTHOCEAN CAPITAL PARTNERS, LLC — grew from 2 to 4 advisory reps. IAPD ↗fund
$630.5M RAUM · 4 reps · 954-331-0109
55
NICOLA WEALTH MANAGEMENT LTD. — grew from 142 to 187 advisory reps. IAPD ↗foreign
$9.59B RAUM · 187 reps · 604-739-6450
55
STONE-GOFF PARTNERS — grew from 9 to 11 advisory reps. IAPD ↗fund
$497.9M RAUM · 11 reps · 646-814-4546
55
GALAXY INVESTMENT MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗fund
$267.3M RAUM · 8 reps · 646-723-4751 · galaxy-funds.com
55
EATON VANCE ADVISERS INTERNATIONAL LTD. — grew from 31 to 63 advisory reps. IAPD ↗foreign
$25.78B RAUM · 63 reps · 44 (0) 203 207 1900 · eatonvance.co.uk
55
ONEMAP MINERAL SERVICES LLC — grew from 4 to 6 advisory reps. IAPD ↗fund
$658.8M RAUM · 6 reps · 832-895-7030 · onemapminerals.com
55
PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP — grew from 10 to 12 advisory reps. IAPD ↗fund
$872.2M RAUM · 12 reps · 646-443-6606 · petrichorcap.com
55
HAZOOR PARTNERS, LLC — grew from 2 to 4 advisory reps. IAPD ↗fund
$259.7M RAUM · 4 reps · 458-203-0665 · hazoorpartners.com
55
RIATA CAPITAL GROUP, LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$803.6M RAUM · 12 reps · 214-740-3600 · riatacapital.com
55
EDEN CAPITAL MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗fund
$292.0M RAUM · 6 reps · 212-588-9000
55
SBJ CAPITAL — grew from 10 to 12 advisory reps. IAPD ↗fund
$615.7M RAUM · 12 reps · 415-848-1990 · sbjcap.com
55
3L CAPITAL MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗fund
$810.2M RAUM · 9 reps · (424) 208 - 3379 · 3lcap.com
55
SANDGLASS CAPITAL ADVISORS LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$414.4M RAUM · 12 reps · 646-780-1103 · sandglasscapital.com
55
9YARDS CAPITAL MANAGEMENT LP — grew from 4 to 6 advisory reps. IAPD ↗fund
$483.2M RAUM · 6 reps · 424-371-6926 · 9yards.vc
55
WEBS CREEK CAPITAL MANAGEMENT LP — grew from 3 to 5 advisory reps. IAPD ↗fund
$642.6M RAUM · 5 reps · 972-850-0081 · webscreekcapital.com
55
SKY ISLAND CAPITAL — grew from 7 to 9 advisory reps. IAPD ↗fund
$385.5M RAUM · 9 reps · 469-965-9200
55
CREST ROCK PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗fund
$568.5M RAUM · 8 reps · (303) 495-3598
55
ASCENDANT CAPITAL PARTNERS LP — grew from 7 to 9 advisory reps. IAPD ↗fund
$460.5M RAUM · 9 reps · (310) 689-5149 · ascendantcapital.com
55
SEASIDE EQUITY PARTNERS — grew from 9 to 11 advisory reps. IAPD ↗fund
$651.7M RAUM · 11 reps · (858) 947-1350
55
NORTH BRANCH CAPITAL MANAGEMENT, L.P. — grew from 6 to 8 advisory reps. IAPD ↗fund
$430.1M RAUM · 8 reps · 630-782-1590
55
HIGHPOST CAPITAL, LLC — grew from 9 to 11 advisory reps. IAPD ↗fund
$652.8M RAUM · 11 reps · 212-634-3305 · highpost.com
55
NORTH ISLAND VENTURES — grew from 5 to 7 advisory reps. IAPD ↗fund
$400.9M RAUM · 7 reps · 347-404-2298
55
ARDMORE ROAD ASSET MANAGEMENT LP — grew from 4 to 6 advisory reps. IAPD ↗fund
$905.7M RAUM · 6 reps · 203-872-9030 · ardmoreroad.com
55
INVICTUS GROWTH PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗fund
$612.4M RAUM · 8 reps · 415-886-9830 · invictusgrowth.com
55
BERKADIA CAPITAL ADVISORS LLC — grew from 1 to 3 advisory reps. IAPD ↗fund
$809.2M RAUM · 3 reps · 215-328-3978
55
TIDEMARK MANAGEMENT COMPANY LP — grew from 8 to 10 advisory reps. IAPD ↗fund
$598.9M RAUM · 10 reps · 650-260-4887 · tidemarkcap.com
55
VICTOR CAPITAL PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗fund
$286.6M RAUM · 8 reps · (212) 202-3340 · victorcapitalpartners.com
55
MERCHANTS ASSET MANAGEMENT LLC — grew from 6 to 8 advisory reps. IAPD ↗fund
$882.5M RAUM · 8 reps · 317-324-4601
55
MACHINE INVESTMENT GROUP, LP — grew from 7 to 9 advisory reps. IAPD ↗fund
$356.7M RAUM · 9 reps · 917-970-0313 · machineinv.com
55
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC — grew from 8 to 10 advisory reps. IAPD ↗fund
$259.5M RAUM · 10 reps · 202-243-9193
55
INTERLOCK EQUITY LP — grew from 7 to 9 advisory reps. IAPD ↗fund
$414.1M RAUM · 9 reps · 310-598-1848 · interlockequity.com
55
B. RILEY WEALTH PRIVATE SHARES — grew from 3 to 5 advisory reps. IAPD ↗fund
$297.4M RAUM · 5 reps · 901-251-1330
55
BROOKFIELD RENEWABLE ENERGY GROUP LLC — grew from 998 to 1019 advisory reps. IAPD ↗foreign
$75.96B RAUM · 1019 reps · 416-363-9491 · brookfield.com
55
HUDSON HILL CAPITAL MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗fund
$379.3M RAUM · 5 reps · 212-551-4690 · hudsonhillcapital.com
55
NEXA EQUITY LLC — grew from 8 to 10 advisory reps. IAPD ↗fund
$575.0M RAUM · 10 reps · 415-295-4636
55
VERSO PARTNERS — grew from 2 to 4 advisory reps. IAPD ↗fund
$532.3M RAUM · 4 reps · 415-214-3917
55
LIGHTSPEED FACTION — grew from 4 to 6 advisory reps. IAPD ↗fund
$288.9M RAUM · 6 reps · 424-239-9940
55
EIR PARTNERS CAPITAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗fund
$334.5M RAUM · 7 reps · 317-281-7373 · eirpartners.com
55
CAPITOL MERIDIAN PARTNERS LP — grew from 7 to 9 advisory reps. IAPD ↗fund
$993.2M RAUM · 9 reps · 202-742-9920 · capitolmeridian.com
55
PRINCIPAL ASSET MANAGEMENT (ASIA) — grew from 9 to 35 advisory reps. IAPD ↗foreign
$12.45B RAUM · 35 reps · 852-2827-1628
55
ALLIED INDUSTRIAL PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗fund
$521.4M RAUM · 8 reps · 832-415-9055
55
CCMP GROWTH, LP — grew from 6 to 8 advisory reps. IAPD ↗fund
$423.1M RAUM · 8 reps · (212) 600-9600 · ccmpgrowth.com
55
THE QUARRY LP — grew from 2 to 4 advisory reps. IAPD ↗fund
$462.4M RAUM · 4 reps · 212-205-2600
55
SHORECLIFF ASSET MANAGEMENT COMPANY LLC — grew from 2 to 4 advisory reps. IAPD ↗fund
$614.0M RAUM · 4 reps · (949) 806-3980 · shorecliffam.com
55
AEREF MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$25.8M RAUM · 20 reps · (212) 721-5500
55
TOTEM MACRO ASSET MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗fund
$29.9M RAUM · 4 reps · 917-364-2884
55
BIRNAM OAK ADVISORS, LP — 's provisional registration is now fully approved. IAPD ↗fund
$169.5M RAUM · 3 reps · 212-970-5800
54
BMO CAPITAL MARKETS CORP. — reported RAUM up 31% ($607.8M -> $796.4M). IAPD ↗institutional
$796.4M RAUM · 25 reps · (212) 605-1504 · bmocm.com
54
GOLDBERG LINDSAY & CO. LLC — reported RAUM up 49% ($6.41B -> $9.53B). IAPD ↗fund
$9.53B RAUM · 41 reps · 212-651-1100 · lindsaygoldbergllc.com
54
TWIN TREE MANAGEMENT, LP — reported RAUM up 50% ($5.77B -> $8.63B). IAPD ↗fund
$8.63B RAUM · 8 reps · 214-979-2313
54
KENTER CANYON CAPITAL, LLC — reported RAUM up 58% ($212.3M -> $335.2M). IAPD ↗fund
$335.2M RAUM · 1 reps · 310-968-8295
54
DYNASTY WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($697.6M -> $916.8M). IAPD ↗institutional
$916.8M RAUM · 1 reps · 727-865-4809
54
ALYESKA INVESTMENT GROUP, L.P. — reported RAUM up 46% ($15.05B -> $22.03B). IAPD ↗fund
$22.03B RAUM · 38 reps · 312-899-7900 · highlinercapital.com
54
HOUND PARTNERS — reported RAUM up 46% ($2.92B -> $4.27B). IAPD ↗fund
$4.27B RAUM · 17 reps · 212-984-2415
54
LONE PEAK PARTNERS MANAGEMENT LP — reported RAUM up 75% ($97.9M -> $171.2M). IAPD ↗fund
$171.2M RAUM · 2 reps · 646-430-8675
54
GRAYCLIFF PARTNERS LP — reported RAUM up 49% ($1.63B -> $2.43B). IAPD ↗fund
$2.43B RAUM · 24 reps · 212-300-2910 · graycliffpartners.com
54
WINDJAMMER CAPITAL INVESTORS — reported RAUM up 50% ($2.49B -> $3.73B). IAPD ↗fund
$3.73B RAUM · 17 reps · (949) 721-9944 · windjammercapital.com
54
GFG ALTERNATIVE INVESTMENT ADVISORS LLC — reported RAUM up 58% ($267.0M -> $422.6M). IAPD ↗fund
$422.6M RAUM · 3 reps · 203-742-1473
54
MSD PARTNERS, L.P. — reported RAUM up 48% ($16.29B -> $24.12B). IAPD ↗fund
$24.12B RAUM · 189 reps · 212-303-1650 · bdtmsd.com
54
FIVE ELMS CAPITAL — reported RAUM up 47% ($1.62B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 48 reps · (913) 953-8960 · fiveelms.com
54
INTERVAL PARTNERS, L.P. — reported RAUM up 47% ($3.64B -> $5.35B). IAPD ↗fund
$5.35B RAUM · 21 reps · 646-412-6800
54
MC CREDIT PARTNERS LP — reported RAUM up 48% ($2.25B -> $3.33B). IAPD ↗fund
$3.33B RAUM · 21 reps · (203) 989-9700
54
O'BRIEN-STALEY PARTNERS — reported RAUM up 46% ($1.14B -> $1.66B). IAPD ↗fund
$1.66B RAUM · 13 reps · 612-254-6442 · osp-group.com
54
GAUGE CAPITAL — reported RAUM up 49% ($2.24B -> $3.34B). IAPD ↗fund
$3.34B RAUM · 35 reps · 682-334-5800
54
FIVE POINT ENERGY LLC — reported RAUM up 47% ($3.56B -> $5.25B). IAPD ↗fund
$5.25B RAUM · 11 reps · 713-351-0700 · fivepointenergy.com
54
USCF ADVISERS — reported RAUM up 31% ($199.3M -> $261.6M). IAPD ↗institutional
$261.6M RAUM · 6 reps · 510-522-9600 · uscfinvestments.com
54
CAPTION MANAGEMENT, LLC — reported RAUM up 48% ($1.15B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 10 reps · 347-797-5101 · captionpartners.com
54
WATEREQUITY LLC — reported RAUM up 57% ($205.5M -> $322.2M). IAPD ↗fund
$322.2M RAUM · 29 reps · 816-800-8100
54
INVENOMIC CAPITAL MANAGEMENT LP — reported RAUM up 50% ($2.48B -> $3.71B). IAPD ↗fund
$3.71B RAUM · 7 reps · 617-729-2323 · invenomic.com
54
AZORA CAPITAL LP — reported RAUM up 48% ($1.05B -> $1.56B). IAPD ↗fund
$1.56B RAUM · 5 reps · 212-651-2231 · azoracapital.com
54
ONCE CAPITAL MANAGEMENT, LLC — reported RAUM up 74% ($93.8M -> $163.3M). IAPD ↗fund
$163.3M RAUM · 4 reps · 646-867-0658 · oncecapital.com
54
J.F. LEHMAN AND COMPANY LLC — reported RAUM up 48% ($4.23B -> $6.28B). IAPD ↗fund
$6.28B RAUM · 32 reps · 212-634-0100 · jflpartners.com
54
MEREWETHER INVESTMENT MANAGEMENT, LP — reported RAUM up 47% ($1.57B -> $2.30B). IAPD ↗fund
$2.30B RAUM · 8 reps · 214-453-5522 · merewetherinvestment.com
54
ARCA INVESTMENT MANAGEMENT, LLC — reported RAUM up 71% ($113.0M -> $193.8M). IAPD ↗fund
$193.8M RAUM · 14 reps · (424) 400-7444
54
E2P — reported RAUM up 46% ($1.17B -> $1.70B). IAPD ↗fund
$1.70B RAUM · 13 reps · 312-872-0030
54
PARKMAN HEALTHCARE PARTNERS LLC — reported RAUM up 59% ($591.9M -> $942.5M). IAPD ↗fund
$942.5M RAUM · 5 reps · (203) 516-3690 · parkmanhp.com
54
OCEANSOUND PARTNERS, LP — reported RAUM up 46% ($1.81B -> $2.65B). IAPD ↗fund
$2.65B RAUM · 17 reps · 212-433-3050 · oceansoundpartners.com
54
ARCTOS PARTNERS — reported RAUM up 48% ($6.64B -> $9.83B). IAPD ↗fund
$9.83B RAUM · 45 reps · 972-918-3800
54
AIMPERA CAPITAL PARTNERS LLC — reported RAUM up 58% ($507.3M -> $802.3M). IAPD ↗fund
$802.3M RAUM · 9 reps · 415-463-3965
54
ICAPITAL REGISTERED FUND ADVISER LLC — reported RAUM up 31% ($561.6M -> $737.1M). IAPD ↗institutional
$737.1M RAUM · 15 reps · 212-994-7400 · icapitalnetwork.com
54
GROWTH CATALYST PARTNERS, L.P. — reported RAUM up 60% ($560.0M -> $895.8M). IAPD ↗fund
$895.8M RAUM · 9 reps · (312) 283-3689
54
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC — reported RAUM up 49% ($6.83B -> $10.15B). IAPD ↗fund
$10.15B RAUM · 130 reps · (212) 419-3000 · otic.com
54
ROAD CAPITAL MANAGEMENT LP — reported RAUM up 73% ($114.0M -> $197.0M). IAPD ↗fund
$197.0M RAUM · 5 reps · 781-264-6268
54
SQUARE WAVE CAPITAL — reported RAUM up 74% ($38.5M -> $66.7M). IAPD ↗fund
$66.7M RAUM · 2 reps · 203-733-6139
54
CLEARALPHA TECHNOLOGIES LP — reported RAUM up 56% ($618.8M -> $965.0M). IAPD ↗fund
$965.0M RAUM · 10 reps · 475-302-1900 · clearalphatech.com
54
REVITATE FUND ADVISOR LLC — reported RAUM up 72% ($120.0M -> $205.9M). IAPD ↗fund
$205.9M RAUM · 6 reps · 949-522-5604 · revitate.com
54
SAMSUNG ASSET MANAGEMENT COMPANY, LTD. — grew from 308 to 322 advisory reps. IAPD ↗foreign
$248.29B RAUM · 322 reps · 82-2-3774-7554
54
LIONTREE PARTNERS LLC — grew from 6 to 10 advisory reps. IAPD ↗fund
$167.4M RAUM · 10 reps · 212-644-4200
53
AEW CAPITAL MANAGEMENT LP — reported RAUM up 41% ($4.12B -> $5.79B). IAPD ↗fund
$5.79B RAUM · 196 reps · 617-261-9000
53
TRPC ADVISORY SERVICES — reported RAUM up 28% ($701.9M -> $899.2M). IAPD ↗institutional
$899.2M RAUM · 11 reps · 888-673-5440
53
SBAUER FUNDS, LLC — reported RAUM up 41% ($36.9M -> $51.8M). IAPD ↗institutional
$51.8M RAUM · 3 reps · 317-814-5000 · sbauerfunds.com
53
TENOR CAPITAL MANAGEMENT COMPANY, L.P. — reported RAUM up 40% ($5.56B -> $7.81B). IAPD ↗fund
$7.81B RAUM · 19 reps · 212 918-5302 · tenorcapital.com
53
LONG SHORT ADVISORS, LLC — reported RAUM up 43% ($130.0M -> $186.5M). IAPD ↗institutional
$186.5M RAUM · 2 reps · 215-399-9409 · longshortadvisors.com
53
CONTOUR ASSET MANAGEMENT LLC — reported RAUM up 40% ($3.40B -> $4.76B). IAPD ↗fund
$4.76B RAUM · 7 reps · 646-553-2490 · contourasset.com
53
PENTWATER CAPITAL MANAGEMENT LP — reported RAUM up 42% ($5.86B -> $8.35B). IAPD ↗fund
$8.35B RAUM · 21 reps · 239-384-9750 · pwcm.com
53
SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC — reported RAUM up 42% ($3.60B -> $5.10B). IAPD ↗fund
$5.10B RAUM · 26 reps · 213-683-4622 · sepfunds.com
53
KPS CAPITAL PARTNERS, LP — reported RAUM up 44% ($14.87B -> $21.37B). IAPD ↗fund
$21.37B RAUM · 96 reps · 212-338-5100
53
FIGURE INVESTMENT ADVISORS, LLC — reported RAUM up 66% ($42.7M -> $70.8M). IAPD ↗fund
$70.8M RAUM · 1 reps · 628-236-5823 · figuremarkets.com
53
HELLMAN & FRIEDMAN LLC — reported RAUM up 40% ($75.34B -> $105.67B). IAPD ↗fund
$105.67B RAUM · 70 reps · 415-788-5111
53
VOSS CAPITAL LLC — reported RAUM up 54% ($608.4M -> $937.0M). IAPD ↗fund
$937.0M RAUM · 5 reps · 832-519-9427
53
MONARCH — reported RAUM up 41% ($10.15B -> $14.31B). IAPD ↗fund
$14.31B RAUM · 37 reps · 212-554-1700
53
TUDOR INVESTMENT CORPORATION — reported RAUM up 43% ($44.53B -> $63.59B). IAPD ↗fund
$63.59B RAUM · 183 reps · 203-863-6700 · tudorfunds.com
53
ARSENAL VENTURE PARTNERS — reported RAUM up 52% ($228.5M -> $347.9M). IAPD ↗fund
$347.9M RAUM · 4 reps · 407-838-1400 · arsenalgrowth.com
53
VCFA GROUP — reported RAUM up 54% ($193.6M -> $298.2M). IAPD ↗fund
$298.2M RAUM · 5 reps · 212-838-5577
53
ZMC ADVISORS, L.P. — reported RAUM up 41% ($2.26B -> $3.17B). IAPD ↗fund
$3.17B RAUM · 20 reps · 212-223-1383
53
PROTEUS, LLC — reported RAUM up 67% ($128.8M -> $215.1M). IAPD ↗fund
$215.1M RAUM · 4 reps · 317-653-2756
53
TRIVE CAPITAL MANAGEMENT LLC — reported RAUM up 42% ($4.73B -> $6.74B). IAPD ↗fund
$6.74B RAUM · 47 reps · 214-499-9715
53
PALATINE FUND ADVISORS, LLC — reported RAUM up 50% ($577.8M -> $868.9M). IAPD ↗fund
$868.9M RAUM · 20 reps · 305-417-6254 · pal-partners.com
53
OIC — reported RAUM up 42% ($2.61B -> $3.72B). IAPD ↗fund
$3.72B RAUM · 35 reps · 212-292-0345
53
BROADCREST ASSET MANAGEMENT, LLC — reported RAUM up 51% ($265.4M -> $400.7M). IAPD ↗fund
$400.7M RAUM · 5 reps · 407-754-0026 · broadcrest.com
53
QUINBROOK INFRASTRUCTURE PARTNERS LLC — reported RAUM up 45% ($3.34B -> $4.83B). IAPD ↗fund
$4.83B RAUM · 12 reps · 346-998-5830 · quinbrook.com
53
EMPROS CAPITAL LLC — reported RAUM up 55% ($317.3M -> $490.9M). IAPD ↗fund
$490.9M RAUM · 7 reps · 415-234-7318
53
COMPASS ROSE ASSET MANAGEMENT — reported RAUM up 44% ($8.60B -> $12.35B). IAPD ↗fund
$12.35B RAUM · 18 reps · 212-888-1433 · compassroseam.com
53
KIRKOSWALD ASSET MANAGEMENT LLC — reported RAUM up 44% ($8.99B -> $12.91B). IAPD ↗fund
$12.91B RAUM · 11 reps · 1-322-207-4665 · kirkoswald.com
53
SOVEREIGN'S CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($563.2M -> $867.2M). IAPD ↗fund
$867.2M RAUM · 30 reps · 404-260-2798 · sovereignscapital.com
53
BEYOND INVESTING LLC — reported RAUM up 42% ($65.1M -> $92.5M). IAPD ↗institutional
$92.5M RAUM · 2 reps · 727.277.1789
53
ROKOS CAPITAL MANAGEMENT (US) LP — reported RAUM up 42% ($14.13B -> $20.13B). IAPD ↗fund
$20.13B RAUM · 17 reps · 16464481400
53
RRA CAPITAL — reported RAUM up 25% ($345.2M -> $432.8M). IAPD ↗institutional
$432.8M RAUM · 18 reps · 602-714-5111
53
ANABRANCH CAPITAL MANAGEMENT, LP — reported RAUM up 69% ($143.0M -> $241.6M). IAPD ↗fund
$241.6M RAUM · 2 reps · 646-568-4770 · anabranchcap.com
53
STONE POINT CREDIT ADVISER LLC — reported RAUM up 43% ($4.30B -> $6.14B). IAPD ↗fund
$6.14B RAUM · 37 reps · 203-862-2900 · stonepoint.com
53
FINBACK INVESTMENT PARTNERS — reported RAUM up 50% ($545.5M -> $818.4M). IAPD ↗fund
$818.4M RAUM · 4 reps · 305-416-2626 · finbackpartners.com
53
OUTCOME DRIVEN STRATEGIES, LLC — reported RAUM up 41% ($139.4M -> $196.3M). IAPD ↗institutional
$196.3M RAUM · 6 reps · 410-468-1695
53
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP — reported RAUM up 42% ($1.52B -> $2.16B). IAPD ↗fund
$2.16B RAUM · 6 reps · 415-464-4648
53
SATURN V CAPITAL MANAGEMENT LP — reported RAUM up 50% ($266.7M -> $400.3M). IAPD ↗fund
$400.3M RAUM · 2 reps · 415-738-4435
53
CROW'S NEST HOLDINGS LP — reported RAUM up 51% ($505.7M -> $765.9M). IAPD ↗fund
$765.9M RAUM · 3 reps · (917) 596-6689
53
SANDBROOK CAPITAL MANAGEMENT LP — reported RAUM up 41% ($1.53B -> $2.15B). IAPD ↗fund
$2.15B RAUM · 17 reps · 475-268-1450 · sandbrook.com
53
VESTAL POINT CAPITAL, LP — reported RAUM up 45% ($1.27B -> $1.84B). IAPD ↗fund
$1.84B RAUM · 7 reps · 646-989-4000
53
RULE ONE PARTNERS, LLC — grew from 1 to 4 advisory reps. IAPD ↗fund
$186.1M RAUM · 4 reps · (855) 687-7853 · ruleonefund.com
53
NOVACAP MANAGEMENT INC. — grew from 45 to 58 advisory reps. IAPD ↗foreign
$7.38B RAUM · 58 reps · 1-450-651-5000
53
ALPACA — grew from 7 to 10 advisory reps. IAPD ↗fund
$183.7M RAUM · 10 reps · 860-501-0289
52
NEEDHAM INVESTMENT MANAGEMENT, LLC — reported RAUM up 49% ($623.4M -> $926.1M). IAPD ↗fund
$926.1M RAUM · 3 reps · 212-371-8300 · needhamfunds.com
52
HARVEST MANAGEMENT, L.L.C. — reported RAUM up 48% ($268.3M -> $396.2M). IAPD ↗fund
$396.2M RAUM · 5 reps · 917-971-9021
52
ALGERT GLOBAL LLC — reported RAUM up 35% ($3.29B -> $4.44B). IAPD ↗fund
$4.44B RAUM · 9 reps · 415-675-7300 · algertglobal.com
52
SABA CAPITAL MANAGEMENT, L.P. — reported RAUM up 38% ($9.73B -> $13.42B). IAPD ↗fund
$13.42B RAUM · 19 reps · 212-542-3610 · sabacapital.com
52
BVF PARTNERS L.P. — reported RAUM up 37% ($4.50B -> $6.15B). IAPD ↗fund
$6.15B RAUM · 11 reps · 415-525-8800 · bvflp.com
52
PAR CAPITAL MANAGEMENT, INC. — reported RAUM up 36% ($2.09B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 7 reps · 6175268990 · parcapital.com
52
GENSTAR CAPITAL — reported RAUM up 35% ($35.93B -> $48.65B). IAPD ↗fund
$48.65B RAUM · 29 reps · 415-834-2350 · gencap.com
52
CALERA CAPITAL ADVISORS, LP — reported RAUM up 39% ($1.90B -> $2.64B). IAPD ↗fund
$2.64B RAUM · 15 reps · 415-632-5200 · caleracapital.com
52
LS POWER EQUITY ADVISORS, LLC — reported RAUM up 39% ($6.46B -> $9.00B). IAPD ↗fund
$9.00B RAUM · 95 reps · 212-615-3456
52
MCCARTHY CAPITAL — reported RAUM up 39% ($2.90B -> $4.03B). IAPD ↗fund
$4.03B RAUM · 26 reps · 402-932-8600 · mccarthycapital.com
52
YUKON PARTNERS MANAGEMENT, L.L.C. — reported RAUM up 37% ($1.35B -> $1.84B). IAPD ↗fund
$1.84B RAUM · 16 reps · 612-435-7800
52
GENNX360 MANAGEMENT COMPANY, LLC — reported RAUM up 38% ($1.52B -> $2.10B). IAPD ↗fund
$2.10B RAUM · 16 reps · 212-257-6782 · gennx360.com
52
POINTSTATE CAPITAL LP — reported RAUM up 39% ($5.33B -> $7.39B). IAPD ↗fund
$7.39B RAUM · 23 reps · 212-830-7000
52
VALLEY FORGE CAPITAL MANAGEMENT — reported RAUM up 38% ($2.61B -> $3.61B). IAPD ↗fund
$3.61B RAUM · 2 reps · 305-210-6000 · valleyforgecapital.com
52
PEPPERTREE CAPITAL MANAGEMENT INC. — reported RAUM up 36% ($4.77B -> $6.50B). IAPD ↗fund
$6.50B RAUM · 21 reps · 440-528-0333
52
BLUE OWL REAL ESTATE CAPITAL LLC — reported RAUM up 37% ($18.42B -> $25.32B). IAPD ↗fund
$25.32B RAUM · 30 reps · (212) 419-3000 · blueowl.com
52
GLENDON CAPITAL MANAGEMENT L.P. — reported RAUM up 38% ($4.45B -> $6.14B). IAPD ↗fund
$6.14B RAUM · 13 reps · 310-907-0450
52
SESSA CAPITAL — reported RAUM up 39% ($2.60B -> $3.62B). IAPD ↗fund
$3.62B RAUM · 7 reps · 212-257-4410
52
SHORE CAPITAL PARTNERS — reported RAUM up 38% ($2.88B -> $3.98B). IAPD ↗fund
$3.98B RAUM · 60 reps · 312-348-7572 · shorecp.com
52
THE VISTRIA GROUP, LP — reported RAUM up 35% ($7.14B -> $9.65B). IAPD ↗fund
$9.65B RAUM · 55 reps · 312-626-1100 · vistria.com
52
AS BIRCH GROVE LP — reported RAUM up 39% ($4.34B -> $6.04B). IAPD ↗fund
$6.04B RAUM · 18 reps · 212-753-7510 · asbirchgrove.com
52
ADVANTAGE CAPITAL — reported RAUM up 46% ($570.0M -> $832.5M). IAPD ↗fund
$832.5M RAUM · 110 reps · 504-522-4850 · advantagecap.com
52
BLOCKCHAIN CAPITAL, LLC — reported RAUM up 36% ($1.74B -> $2.36B). IAPD ↗fund
$2.36B RAUM · 13 reps · 415-677-5340 · blockchaincapital.com
52
LONGPOINT PARTNERS LP — reported RAUM up 35% ($2.89B -> $3.91B). IAPD ↗fund
$3.91B RAUM · 22 reps · 617.861.9760 · longpoint.com
52
HARBOR GROUP INTERNATIONAL, LLC — reported RAUM up 37% ($2.75B -> $3.77B). IAPD ↗fund
$3.77B RAUM · 50 reps · 757-640-0800
52
MARBLE CAPITAL LP — reported RAUM up 37% ($1.73B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 8 reps · 713-823-5433
52
HOLOCENE ADVISORS, LP — reported RAUM up 39% ($26.49B -> $36.69B). IAPD ↗fund
$36.69B RAUM · 45 reps · 646-779-6420
52
RIOT VENTURES MANAGEMENT, LLC — reported RAUM up 48% ($262.4M -> $388.3M). IAPD ↗fund
$388.3M RAUM · 4 reps · (310) 243-6433 · riot.vc
52
HARKNESS CAPITAL MANAGEMENT LLC — reported RAUM up 46% ($205.2M -> $299.4M). IAPD ↗fund
$299.4M RAUM · 11 reps · (212) 514-0023 · harknesscapital.com
52
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC — reported RAUM up 36% ($28.80B -> $39.06B). IAPD ↗fund
$39.06B RAUM · 116 reps · 561-544-7475 · digitalbridge.com
52
WELLSPRING CAPITAL MANAGEMENT GROUP LLC — reported RAUM up 40% ($2.31B -> $3.23B). IAPD ↗fund
$3.23B RAUM · 17 reps · 212-318-9800 · wellspringcapital.com
52
PRITZKER PRIVATE CAPITAL — reported RAUM up 36% ($4.08B -> $5.56B). IAPD ↗fund
$5.56B RAUM · 52 reps · 312-447-6050 · ppcpartners.com
52
PARAFI CAPITAL LP — reported RAUM up 49% ($632.2M -> $945.0M). IAPD ↗fund
$945.0M RAUM · 8 reps · (203) 326-1321
52
ARCLINE INVESTMENT MANAGEMENT LP — reported RAUM up 39% ($10.04B -> $13.96B). IAPD ↗fund
$13.96B RAUM · 48 reps · (615) 270-5870 · arcline.com
52
ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC — reported RAUM up 39% ($1.66B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 35 reps · 212-696-0100
52
AGL CREDIT MANAGEMENT LP — reported RAUM up 36% ($10.55B -> $14.38B). IAPD ↗fund
$14.38B RAUM · 32 reps · 212-973-8600
52
SOLEL PARTNERS LP — reported RAUM up 40% ($1.04B -> $1.46B). IAPD ↗fund
$1.46B RAUM · 6 reps · 617-702-7399
52
BLACK CHAMBER PARTNERS, LLC — reported RAUM up 38% ($1.13B -> $1.55B). IAPD ↗fund
$1.55B RAUM · 7 reps · 202 274 4768 · blackchambergroup.com
52
AB BROADLY SYNDICATED LOAN MANAGER LLC — reported RAUM up 38% ($1.24B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 1 reps · 615-622-0000
52
CARRONADE CAPITAL MANAGEMENT, LP — reported RAUM up 39% ($1.46B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 6 reps · 475-259-0060
52
WASHINGTON HARBOUR PARTNERS LP — reported RAUM up 46% ($584.0M -> $854.9M). IAPD ↗fund
$854.9M RAUM · 5 reps · 202-891-6202 · washingtonharbour.com
52
MIRI CAPITAL MANAGEMENT LLC — reported RAUM up 47% ($173.4M -> $255.7M). IAPD ↗fund
$255.7M RAUM · 3 reps · 617-938-3843 · miricapital.com
52
GFO ASSET MANAGEMENT, LLC — reported RAUM up 47% ($310.3M -> $456.7M). IAPD ↗fund
$456.7M RAUM · 1 reps · (203) 550-4233
52
DEEP TRACK CAPITAL, LP — reported RAUM up 38% ($3.70B -> $5.12B). IAPD ↗fund
$5.12B RAUM · 13 reps · 203-409-0810 · deeptrackcapital.com
52
METEORA CAPITAL, LLC — reported RAUM up 47% ($592.8M -> $871.5M). IAPD ↗fund
$871.5M RAUM · 6 reps · 212-207-0090
52
K5 GLOBAL ADVISOR LLC — reported RAUM up 39% ($3.09B -> $4.30B). IAPD ↗fund
$4.30B RAUM · 5 reps · 305-206-8533 · k5global.com
52
RENOVUS ASSOCIATES, LLC — reported RAUM up 35% ($1.14B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 21 reps · 610-848-7700
52
EMBASSY ASSET MANAGEMENT LP — reported RAUM up 37% ($109.3M -> $149.8M). IAPD ↗institutional
$149.8M RAUM · 0 reps · 862.278.2113 · embassyfunds.com
52
IRRADIANT PARTNERS, LP — reported RAUM up 39% ($8.23B -> $11.45B). IAPD ↗fund
$11.45B RAUM · 30 reps · 424-222-8380 · irradiantpartners.com
52
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC — reported RAUM up 45% ($236.8M -> $344.2M). IAPD ↗fund
$344.2M RAUM · 3 reps · 303-801-3549 · cpamllc.com
52
26NORTH — reported RAUM up 38% ($10.12B -> $13.96B). IAPD ↗fund
$13.96B RAUM · 35 reps · 212-257-5220
52
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — reported RAUM up 38% ($1.71B -> $2.37B). IAPD ↗fund
$2.37B RAUM · 9 reps · 312-948-9899 · usitfund.com
52
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD — grew from 36 to 48 advisory reps. IAPD ↗foreign
$46.18B RAUM · 48 reps · 604-685-2020
52
VONTOBEL SWISS FINANCIAL ADVISERS — grew from 72 to 84 advisory reps. IAPD ↗foreign
$9.01B RAUM · 84 reps · -2388128 · vontobelsfa.com
52
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC — grew from 10 to 12 advisory reps. IAPD ↗fund
$215.5M RAUM · 12 reps · 860-674-8066
52
CW INDUSTRIAL PARTNERS, LLC — grew from 8 to 10 advisory reps. IAPD ↗fund
$211.9M RAUM · 10 reps · 216-781-3233 · pe4fams.com
52
POST CAPITAL PARTNERS — grew from 5 to 7 advisory reps. IAPD ↗fund
$163.6M RAUM · 7 reps · 212-888-5700 · postcp.com
52
SHE DDF1 MANAGER LLC — grew from 7 to 9 advisory reps. IAPD ↗fund
$245.1M RAUM · 9 reps · 786-230-1609 · safeharborequity.com
52
EPIC FUNDS — grew from 2 to 4 advisory reps. IAPD ↗fund
$130.9M RAUM · 4 reps · (720)-593-6493 · epic-funds.com
52
DEEPWORK CAPITAL, LLC — grew from 6 to 8 advisory reps. IAPD ↗fund
$200.9M RAUM · 8 reps · 407-988-3014
52
SHIMA CAPITAL MANAGEMENT LLC — grew from 6 to 8 advisory reps. IAPD ↗fund
$158.6M RAUM · 8 reps · 310-819-1366 · shima.capital
52
BOSTON OMAHA ASSET MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗fund
$144.1M RAUM · 9 reps · 402-509-8456 · bostonomahaam.com
52
SKKY PARTNERS, LP — grew from 5 to 7 advisory reps. IAPD ↗fund
$121.1M RAUM · 7 reps · 857-274-0383 · skky.com
52
ARGOSY-LIONBRIDGE MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗fund
$87.5M RAUM · 5 reps · (646) 440-3583 · argosylbm.com
51
GMS GROUP — reported RAUM up 34% ($132.1M -> $177.3M). IAPD ↗institutional
$177.3M RAUM · 3 reps · 973-535-5000 · gmsgroup.com
51
SMITH GROUP ASSET MANAGEMENT — reported RAUM up 33% ($91.6M -> $121.6M). IAPD ↗institutional
$121.6M RAUM · 8 reps · 214-880-4600
51
JACOBS LEVY EQUITY MANAGEMENT — reported RAUM up 33% ($17.24B -> $22.88B). IAPD ↗fund
$22.88B RAUM · 34 reps · 973-410-9222
51
HARBOR CAPITAL ADVISORS, INC. — reported RAUM up 30% ($38.76B -> $50.55B). IAPD ↗fund
$50.55B RAUM · 25 reps · (312) 443-4400 · harborfunds.com
51
BALLYROCK INVESTMENT ADVISORS LLC — reported RAUM up 31% ($4.98B -> $6.51B). IAPD ↗fund
$6.51B RAUM · 0 reps · 617-563-7000
51
STEELHEAD PARTNERS, LLC — reported RAUM up 32% ($1.98B -> $2.63B). IAPD ↗fund
$2.63B RAUM · 5 reps · 206-307-0910 · steelhead.com
51
ANSON FUNDS MANAGEMENT LP — reported RAUM up 31% ($1.89B -> $2.48B). IAPD ↗fund
$2.48B RAUM · 1 reps · 214.866.0200
51
CANTILLON CAPITAL MANAGEMENT LLC — reported RAUM up 32% ($15.04B -> $19.90B). IAPD ↗fund
$19.90B RAUM · 8 reps · 212-603-3300 · cantillon.com
51
TRG MANAGEMENT LP — reported RAUM up 33% ($6.38B -> $8.45B). IAPD ↗fund
$8.45B RAUM · 82 reps · 212-984-2900 · rohatyngroup.com
51
BALYASNY ASSET MANAGEMENT L.P. — reported RAUM up 34% ($184.42B -> $248.04B). IAPD ↗fund
$248.04B RAUM · 814 reps · 312-499-2999 · corbetscap.com
51
SANDERS CAPITAL, LLC — reported RAUM up 33% ($61.66B -> $82.25B). IAPD ↗fund
$82.25B RAUM · 15 reps · 212-291-7900 · sanderscapital.com
51
PANTHEON — reported RAUM up 32% ($54.09B -> $71.53B). IAPD ↗fund
$71.53B RAUM · 54 reps · 415-249-6200 · pantheon.com
51
ARGA INVESTMENT MANAGEMENT, LP — reported RAUM up 31% ($10.34B -> $13.57B). IAPD ↗fund
$13.57B RAUM · 23 reps · 203-614-0800
51
BRETTON CAPITAL MANAGEMENT — reported RAUM up 33% ($62.7M -> $83.5M). IAPD ↗institutional
$83.5M RAUM · 2 reps · 415-738-7640
51
WHETSTONE CAPITAL ADVISORS — reported RAUM up 41% ($210.2M -> $296.8M). IAPD ↗fund
$296.8M RAUM · 4 reps · 913-951-2700 · whetstone-capital.com
51
VANCE STREET CAPITAL LLC — reported RAUM up 34% ($1.47B -> $1.97B). IAPD ↗fund
$1.97B RAUM · 19 reps · 310-231-7100 · vancestreetcapital.com
51
ROCKLAND CAPITAL, LP — reported RAUM up 34% ($1.36B -> $1.82B). IAPD ↗fund
$1.82B RAUM · 6 reps · 281-863-9000 · rocklandcapital.com
51
PRESCOTT GENERAL PARTNERS LLC — reported RAUM up 33% ($1.48B -> $1.97B). IAPD ↗fund
$1.97B RAUM · 2 reps · 561-314-0800
51
DORCHESTER CAPITAL ADVISORS, LLC — reported RAUM up 33% ($1.07B -> $1.42B). IAPD ↗fund
$1.42B RAUM · 11 reps · 310-402-5090 · dorchestercapital.com
51
GTCR LLC — reported RAUM up 33% ($29.96B -> $39.88B). IAPD ↗fund
$39.88B RAUM · 86 reps · 312-382-2200 · gtcr.com
51
TJC LP — reported RAUM up 31% ($22.94B -> $30.13B). IAPD ↗fund
$30.13B RAUM · 63 reps · 212 572-0800 · tjclp.com
51
NEWSPRING CAPITAL — reported RAUM up 31% ($2.35B -> $3.07B). IAPD ↗fund
$3.07B RAUM · 46 reps · 610-567-2387
51
STOCKBRIDGE INVESTORS — reported RAUM up 34% ($4.39B -> $5.86B). IAPD ↗fund
$5.86B RAUM · 20 reps · (617) 227-0050 · berkshirepartners.com
51
FISHER LYNCH CAPITAL, LLC — reported RAUM up 31% ($4.89B -> $6.42B). IAPD ↗fund
$6.42B RAUM · 11 reps · 650-287-2700 · fisherlynch.com
51
NEWTYN MANAGEMENT, LLC — reported RAUM up 33% ($1.18B -> $1.56B). IAPD ↗fund
$1.56B RAUM · 8 reps · 212-446-2460 · newtyn.com
51
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — reported RAUM up 34% ($34.98B -> $46.76B). IAPD ↗fund
$46.76B RAUM · 160 reps · 212-813-4900 · carlyle.com
51
A&M CAPITAL — reported RAUM up 34% ($4.65B -> $6.22B). IAPD ↗fund
$6.22B RAUM · 52 reps · 203-742-5880 · services.sungarddx.com
51
TVV CAPITAL — reported RAUM up 44% ($233.5M -> $335.5M). IAPD ↗fund
$335.5M RAUM · 7 reps · 615-256-8061
51
HAWK RIDGE CAPITAL MANAGEMENT LP — reported RAUM up 34% ($3.26B -> $4.36B). IAPD ↗fund
$4.36B RAUM · 9 reps · 310-594-7350 · hawkridgellc.com
51
SLATE PATH CAPITAL LP — reported RAUM up 31% ($5.26B -> $6.88B). IAPD ↗fund
$6.88B RAUM · 11 reps · 212-257-4330 · slatepathcapital.com
51
LANDSCAPE CAPITAL MANAGEMENT LLC — reported RAUM up 34% ($1.12B -> $1.50B). IAPD ↗fund
$1.50B RAUM · 11 reps · 201-266-7984 · landscapecapital.com
51
PROPRIUM CAPITAL PARTNERS, L.P. — reported RAUM up 35% ($3.20B -> $4.31B). IAPD ↗fund
$4.31B RAUM · 14 reps · (203) 883 0355 · proprium.com
51
LODGE HILL CAPITAL, LLC — reported RAUM up 40% ($345.7M -> $485.0M). IAPD ↗fund
$485.0M RAUM · 3 reps · 212-714-7840
51
SIO CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗fund
$1.41B RAUM · 7 reps · 212-601-9792 · siocapital.com
51
EDUCATION GROWTH PARTNERS, LLC — reported RAUM up 42% ($237.6M -> $337.8M). IAPD ↗fund
$337.8M RAUM · 6 reps · 203-658-8100 · edgrowth.com
51
ENLIGHTENMENT CAPITAL — reported RAUM up 33% ($1.21B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 13 reps · 240-752-9616
51
STONE HOUSE PARTNERS — reported RAUM up 59% ($151.5M -> $240.2M). IAPD ↗fund
$240.2M RAUM · 1 reps · (212) 543-1500 · stonehousemgt.com
51
424 CAPITAL, LLC — reported RAUM up 44% ($207.1M -> $297.9M). IAPD ↗fund
$297.9M RAUM · 19 reps · 781-295-4000
51
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC — reported RAUM up 34% ($102.0M -> $136.3M). IAPD ↗institutional
$136.3M RAUM · 2 reps · 727-324-4004
51
THE WINDACRE PARTNERSHIP LLC — reported RAUM up 33% ($6.23B -> $8.25B). IAPD ↗fund
$8.25B RAUM · 6 reps · 713-623-7700 · windacre.com
51
SABAL INVESTMENT ADVISORS, LLC — reported RAUM up 34% ($2.48B -> $3.33B). IAPD ↗fund
$3.33B RAUM · 9 reps · 949-255-2699 · sabalinvestmentholdings.com
51
TREXQUANT INVESTMENT LP — reported RAUM up 31% ($4.53B -> $5.94B). IAPD ↗fund
$5.94B RAUM · 75 reps · 203-817-0551 · trexquant.com
51
RETIREMENT PLANOLOGY, INC. — reported RAUM up 30% ($146.9M -> $191.6M). IAPD ↗institutional
$191.6M RAUM · 3 reps · 703-595-2829
51
ALIGHT CAPITAL MANAGEMENT LP — reported RAUM up 45% ($342.4M -> $495.7M). IAPD ↗fund
$495.7M RAUM · 4 reps · 212-716-1316 · alightcapital.com
51
BARCA CAPITAL, LLC — reported RAUM up 40% ($204.5M -> $287.3M). IAPD ↗fund
$287.3M RAUM · 2 reps · 415-992-6334 · barcacapital.com
51
BALANCE POINT CAPITAL ADVISORS, LLC — reported RAUM up 32% ($1.54B -> $2.03B). IAPD ↗fund
$2.03B RAUM · 11 reps · 203-652-8250 · balancepointcapital.com
51
CIM CAPITAL, LLC — reported RAUM up 31% ($1.92B -> $2.51B). IAPD ↗fund
$2.51B RAUM · 13 reps · 323-860-4900 · cimgroup.com
51
EAGLE MERCHANT PARTNERS — reported RAUM up 41% ($271.8M -> $382.7M). IAPD ↗fund
$382.7M RAUM · 11 reps · 404-974-2499 · eaglemerchantpartners.com
51
GALLATIN POINT CAPITAL LLC — reported RAUM up 34% ($3.84B -> $5.16B). IAPD ↗fund
$5.16B RAUM · 15 reps · 203-742-0200
51
CENTERSTAR ASSET MANAGEMENT, LLC — reported RAUM up 58% ($113.1M -> $178.9M). IAPD ↗fund
$178.9M RAUM · 5 reps · 312-256-9627 · centerstaram.com
51
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC — reported RAUM up 30% ($38.99B -> $50.71B). IAPD ↗fund
$50.71B RAUM · 26 reps · 302 797 2000 · mp.weixin.qq.com
51
KENNEDY LEWIS MANAGEMENT LP — reported RAUM up 33% ($6.74B -> $8.97B). IAPD ↗fund
$8.97B RAUM · 38 reps · 212-782-3480
51
DIGITAL BRIDGE ADVISORS, LLC — reported RAUM up 31% ($10.24B -> $13.47B). IAPD ↗fund
$13.47B RAUM · 50 reps · 561-570-4644 · digitalbridge.com
51
SOLEUS CAPITAL MANAGEMENT, L.P. — reported RAUM up 35% ($1.47B -> $1.98B). IAPD ↗fund
$1.98B RAUM · 9 reps · 475-208-3178
51
WARREN EQUITY PARTNERS MANAGER, L.P. — reported RAUM up 31% ($3.49B -> $4.57B). IAPD ↗fund
$4.57B RAUM · 23 reps · 904-746-7027 · warrenequity.com
51
MIDDLEGROUND CAPITAL — reported RAUM up 32% ($2.86B -> $3.76B). IAPD ↗fund
$3.76B RAUM · 38 reps · 859-721-1466
51
RESOLUTE CAPITAL ASSET PARTNERS LLC — reported RAUM up 44% ($197.3M -> $284.4M). IAPD ↗fund
$284.4M RAUM · 4 reps · 303-209-4114
51
P4G CAPITAL MANAGEMENT, LLC — reported RAUM up 44% ($275.5M -> $397.7M). IAPD ↗fund
$397.7M RAUM · 7 reps · (415) 510-2160
51
LOGOS GLOBAL MANAGEMENT, L.P. — reported RAUM up 31% ($1.16B -> $1.51B). IAPD ↗fund
$1.51B RAUM · 4 reps · 415-801-4660
51
MEANINGFUL PARTNERS LLC — reported RAUM up 41% ($185.4M -> $262.3M). IAPD ↗fund
$262.3M RAUM · 5 reps · (310) 620-8708 · meaningfulpartners.com
51
PENDULUM OPPORTUNITIES LLC — reported RAUM up 44% ($254.7M -> $367.4M). IAPD ↗fund
$367.4M RAUM · 10 reps · 424-421-6040 · pendulumholdings.com
51
MODERN CAPITAL MANAGEMENT, CO. — reported RAUM up 34% ($31.7M -> $42.5M). IAPD ↗institutional
$42.5M RAUM · 7 reps · 843-779-7056 · moderncap.com
51
INVESCO LOAN MANAGER, LLC — reported RAUM up 35% ($10.84B -> $14.63B). IAPD ↗fund
$14.63B RAUM · 59 reps · 212 278-9000
51
GHK CAPITAL PARTNERS LP — reported RAUM up 34% ($1.15B -> $1.55B). IAPD ↗fund
$1.55B RAUM · 11 reps · 203-409-0900 · ghk.com
51
XN LP — reported RAUM up 30% ($2.52B -> $3.29B). IAPD ↗fund
$3.29B RAUM · 18 reps · 646-849-0500 · xnlp.com
51
PING CAPITAL MANAGEMENT, INC. — reported RAUM up 56% ($120.3M -> $187.5M). IAPD ↗fund
$187.5M RAUM · 8 reps · 212-257-6850 · pingfinancial.com
51
GHISALLO CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($2.10B -> $2.79B). IAPD ↗fund
$2.79B RAUM · 19 reps · 617-502-5735 · ghisallo.com
51
SDS REAL ESTATE ADVISORS — reported RAUM up 44% ($277.5M -> $399.7M). IAPD ↗fund
$399.7M RAUM · 1 reps · 310-914-5333
51
HUNTER POINT CAPITAL LP — reported RAUM up 31% ($3.11B -> $4.06B). IAPD ↗fund
$4.06B RAUM · 31 reps · (212) 970-0700
51
BOULDER HILL CAPITAL MANAGEMENT LP — reported RAUM up 33% ($3.65B -> $4.86B). IAPD ↗fund
$4.86B RAUM · 5 reps · 212-466-6927
51
GDA LUMA CAPITAL MANAGEMENT, LP — reported RAUM up 41% ($235.0M -> $331.9M). IAPD ↗fund
$331.9M RAUM · 13 reps · 917-312-6701 · gdaluma.com
51
INTEGRUM HOLDINGS LP — reported RAUM up 35% ($1.30B -> $1.75B). IAPD ↗fund
$1.75B RAUM · 11 reps · 212-970-2500 · integrum.us
51
MIDTOWN INVESTMENT ADVISORS LLC — reported RAUM up 42% ($239.0M -> $338.6M). IAPD ↗fund
$338.6M RAUM · 2 reps · 305-961-1115
51
KINETIC PARTNERS MANAGEMENT, LP — reported RAUM up 33% ($1.22B -> $1.62B). IAPD ↗fund
$1.62B RAUM · 7 reps · 305-390-4400 · kineticpartners.com
51
COPENHAGEN INFRASTRUCTURE PARTNERS INC. — reported RAUM up 35% ($22.11B -> $29.75B). IAPD ↗fund
$29.75B RAUM · 31 reps · +1 646-300-0541
51
SAGARD HOLDINGS MANAGER (US) LLC — reported RAUM up 42% ($240.2M -> $340.0M). IAPD ↗fund
$340.0M RAUM · 13 reps · 1-212-380-5605 · sagard.com
51
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD — grew from 306 to 317 advisory reps. IAPD ↗foreign
$69.25B RAUM · 317 reps · +44 (0)20 7658 6000 · schroders.com
50
VONTOBEL ASSET MANAGEMENT, INC. — reported RAUM up 29% ($24.08B -> $31.13B). IAPD ↗fund
$31.13B RAUM · 25 reps · 212-804-9300
50
STONERIDGE INVESTMENT PARTNERS — reported RAUM up 29% ($188.3M -> $243.2M). IAPD ↗institutional
$243.2M RAUM · 6 reps · 484-254-5400 · stoneridgeinvestments.com
50
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — reported RAUM up 26% ($171.38B -> $216.59B). IAPD ↗fund
$216.59B RAUM · 90 reps · 617-919-0000 · arrowstreetcapital.com
50
HFR ASSET MANAGEMENT, L.L.C — reported RAUM up 27% ($2.53B -> $3.21B). IAPD ↗fund
$3.21B RAUM · 1 reps · 312-327-0430
50
ALLIED ASSET ADVISORS INC — reported RAUM up 28% ($127.8M -> $163.3M). IAPD ↗institutional
$163.3M RAUM · 1 reps · 877-417-6161 · investaaa.com
50
SALI FUND SERVICES — reported RAUM up 27% ($18.78B -> $23.88B). IAPD ↗fund
$23.88B RAUM · 5 reps · 512-735-7254 · saliportal.com
50
STRENGTH CAPITAL PARTNERS, LLC — reported RAUM up 26% ($163.8M -> $205.9M). IAPD ↗institutional
$205.9M RAUM · 9 reps · 248-593-6872 · strengthcapital.com
50
CAMPBELL & COMPANY INVESTMENT ADVISER LLC — reported RAUM up 26% ($1.99B -> $2.52B). IAPD ↗fund
$2.52B RAUM · 28 reps · 410-413-2600 · campbell.com
50
RGM CAPITAL, LLC — reported RAUM up 29% ($2.24B -> $2.89B). IAPD ↗fund
$2.89B RAUM · 6 reps · 239-593-1280 · rgmcapital.com
50
GLG LLC — reported RAUM up 27% ($5.86B -> $7.42B). IAPD ↗fund
$7.42B RAUM · 30 reps · 212-649-6600 · man.com
50
SLR CAPITAL PARTNERS, LLC — reported RAUM up 28% ($6.78B -> $8.71B). IAPD ↗fund
$8.71B RAUM · 31 reps · 212-993-1670
50
GLASFUNDS, LLC — reported RAUM up 27% ($1.59B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 5 reps · 216-862-1300 · glasfunds.com
50
ARTHEDGE CAPITAL MANAGEMENT, LLC — reported RAUM up 53% ($101.2M -> $155.3M). IAPD ↗fund
$155.3M RAUM · 2 reps · 516-652-9875 · arthedgecapital.com
50
FRAZIER HEALTHCARE PARTNERS — reported RAUM up 28% ($4.05B -> $5.20B). IAPD ↗fund
$5.20B RAUM · 62 reps · 206-621-7200 · frazierhealthcare.com
50
TRINITY HUNT MANAGEMENT, L.P. — reported RAUM up 25% ($1.79B -> $2.24B). IAPD ↗fund
$2.24B RAUM · 33 reps · 214-777-6600
50
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC — reported RAUM up 26% ($89.58B -> $112.78B). IAPD ↗fund
$112.78B RAUM · 184 reps · 212-315-8100 · global-infra.com
50
MILLENNIUM MANAGEMENT LLC — reported RAUM up 30% ($390.62B -> $505.94B). IAPD ↗fund
$505.94B RAUM · 2660 reps · 212-841-4100
50
NORTH CASTLE PARTNERS, LLC — reported RAUM up 30% ($1.26B -> $1.64B). IAPD ↗fund
$1.64B RAUM · 13 reps · 203 862 3210
50
COLUMBIA CAPITAL — reported RAUM up 29% ($4.65B -> $6.00B). IAPD ↗fund
$6.00B RAUM · 21 reps · 703-519-2000 · colcap.com
50
NIPUN CAPITAL, L.P. — reported RAUM up 28% ($1.07B -> $1.38B). IAPD ↗fund
$1.38B RAUM · 4 reps · 650-265-4666 · nipuncapital.com
50
ALTIMETER CAPITAL MANAGEMENT, LP — reported RAUM up 25% ($8.57B -> $10.71B). IAPD ↗fund
$10.71B RAUM · 11 reps · 617-310-6180
50
DORSAL CAPITAL MANAGEMENT, LP — reported RAUM up 29% ($4.67B -> $6.02B). IAPD ↗fund
$6.02B RAUM · 12 reps · 650-610-1400
50
DEERPATH CAPITAL MANAGEMENT, LP — reported RAUM up 29% ($5.63B -> $7.24B). IAPD ↗fund
$7.24B RAUM · 88 reps · 212-922-0724 · deerpathcapital.com
50
ENTERPRISE INVESTORS — reported RAUM up 27% ($1.26B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 26 reps · (1 212) 521 4318 · ei.com.pl
50
ABDIEL CAPITAL ADVISORS, LP — reported RAUM up 27% ($2.61B -> $3.31B). IAPD ↗fund
$3.31B RAUM · 11 reps · 646-496-9202 · abdielcapital.com
50
INTERMEDIATE CAPITAL GROUP, INC — reported RAUM up 29% ($23.55B -> $30.39B). IAPD ↗fund
$30.39B RAUM · 90 reps · 212-710-9650 · icgam.com
50
VANGUARD GLOBAL ADVISERS, LLC — reported RAUM up 28% ($337.51B -> $432.75B). IAPD ↗fund
$432.75B RAUM · 105 reps · 610-669-1000
50
AGAMERICA LENDING LLC — reported RAUM up 27% ($1.39B -> $1.77B). IAPD ↗fund
$1.77B RAUM · 22 reps · 863-607-9500 · agamerica.com
50
CARRICK CAPITAL PARTNERS — reported RAUM up 26% ($1.24B -> $1.57B). IAPD ↗fund
$1.57B RAUM · 13 reps · 415-432-4100 · carrickcapitalpartners.com
50
CORMORANT ASSET MANAGEMENT, LP — reported RAUM up 29% ($3.12B -> $4.02B). IAPD ↗fund
$4.02B RAUM · 6 reps · 857-702-0370
50
PACIFIC PRIVATE FUND ADVISORS LLC — reported RAUM up 25% ($4.54B -> $5.69B). IAPD ↗fund
$5.69B RAUM · 6 reps · (800) 800-7646
50
FOXHAVEN ASSET MANAGEMENT, LP — reported RAUM up 26% ($4.43B -> $5.61B). IAPD ↗fund
$5.61B RAUM · 6 reps · (434) 326-5300 · foxhavencap.com
50
ASHE CAPITAL MANAGEMENT, LP — reported RAUM up 26% ($1.05B -> $1.32B). IAPD ↗fund
$1.32B RAUM · 5 reps · 201-464-0962
50
GREENHOUSE FUNDS LLLP — reported RAUM up 26% ($1.54B -> $1.94B). IAPD ↗fund
$1.94B RAUM · 5 reps · 443-961-3914 · greenhousefunds.com
50
BLUE ROAD MANAGEMENT, L.P. — reported RAUM up 26% ($1.28B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 6 reps · 212.822.9710 · blueroad.com
50
GREENRIDGE GROWTH PARTNERS — reported RAUM up 35% ($196.7M -> $265.7M). IAPD ↗fund
$265.7M RAUM · 10 reps · 512-426-6919 · greenridgegrowth.com
50
TITANIUM EXPLORATION PARTNERS LLC — reported RAUM up 26% ($91.0M -> $114.4M). IAPD ↗institutional
$114.4M RAUM · 3 reps · 214-751-8900 · titaniumep.com
50
AETHON ENERGY MANAGEMENT — reported RAUM up 36% ($579.3M -> $790.5M). IAPD ↗fund
$790.5M RAUM · 7 reps · 214-750-3820
50
COMMUNITY INVESTMENT MANAGEMENT LLC — reported RAUM up 36% ($655.8M -> $892.3M). IAPD ↗fund
$892.3M RAUM · 19 reps · 415-857-3233 · cim-llc.com
50
ITE MANAGEMENT L.P. — reported RAUM up 29% ($3.53B -> $4.57B). IAPD ↗fund
$4.57B RAUM · 24 reps · (212) 220-5802 · itemgmt.com
50
CRAYHILL CAPITAL MANAGEMENT LP — reported RAUM up 28% ($1.62B -> $2.08B). IAPD ↗fund
$2.08B RAUM · 16 reps · (212) 634-3250
50
CAMELOT CAPITAL PARTNERS LLC — reported RAUM up 38% ($612.2M -> $845.7M). IAPD ↗fund
$845.7M RAUM · 1 reps · 949-426-5033
50
BLUE OWL CREDIT ADVISORS LLC — reported RAUM up 26% ($30.79B -> $38.80B). IAPD ↗fund
$38.80B RAUM · 130 reps · (212) 419-3000 · blueowl.com
50
BREGAL INVESTMENTS, INC. — reported RAUM up 28% ($20.23B -> $25.85B). IAPD ↗fund
$25.85B RAUM · 56 reps · 212-704-3000
50
GRAIN MANAGEMENT, LLC — reported RAUM up 28% ($4.91B -> $6.27B). IAPD ↗fund
$6.27B RAUM · 35 reps · 202-779-9055 · graingp.com
50
CROSS OCEAN PARTNERS MANAGEMENT LP — reported RAUM up 25% ($3.03B -> $3.78B). IAPD ↗fund
$3.78B RAUM · 11 reps · 1-203-340-7850 · crossoceanpartners.com
50
WATERTON INVESTMENT ADVISER, L.L.C. — reported RAUM up 26% ($3.75B -> $4.71B). IAPD ↗fund
$4.71B RAUM · 64 reps · 312-948-4500 · g.page
50
BAY POINT ADVISORS, LLC — reported RAUM up 38% ($515.0M -> $712.9M). IAPD ↗fund
$712.9M RAUM · 20 reps · (404) 963-6031
50
REDWOOD GROVE CAPITAL, LLC — reported RAUM up 37% ($219.0M -> $300.0M). IAPD ↗fund
$300.0M RAUM · 4 reps · 650-617-3200 · redwoodgrovecapital.com
50
DIGITAL ALPHA ADVISORS, LLC — reported RAUM up 28% ($1.42B -> $1.81B). IAPD ↗fund
$1.81B RAUM · 9 reps · (408) 660-7014 · digitalalpha.net
50
LUCID MANAGEMENT AND CAPITAL PARTNERS LP — reported RAUM up 30% ($3.21B -> $4.17B). IAPD ↗fund
$4.17B RAUM · 6 reps · (212)551-1702 · lucidma.com
50
OGAM, LP — reported RAUM up 30% ($4.72B -> $6.13B). IAPD ↗fund
$6.13B RAUM · 9 reps · 1 (713) 225-5965 · orchardglobal.com
50
ARC70 ADVISERS LP — reported RAUM up 27% ($1.06B -> $1.34B). IAPD ↗fund
$1.34B RAUM · 6 reps · (415) 322-3260 · arc70.com
50
INTANDEM CAPITAL PARTNERS, LLC — reported RAUM up 30% ($1.51B -> $1.97B). IAPD ↗fund
$1.97B RAUM · 22 reps · 646-930-1530 · intandemcapital.com
50
KARLOV STREET CAPITAL, LLC — reported RAUM up 37% ($187.7M -> $257.2M). IAPD ↗fund
$257.2M RAUM · 3 reps · 847-503-9393 · karlovstreet.com
50
BLUE WATER ADVISORS LP — reported RAUM up 25% ($1.33B -> $1.66B). IAPD ↗fund
$1.66B RAUM · 9 reps · (561) 282-0770 · bwalp.com
50
CCC ADVISORS, LLC — reported RAUM up 39% ($348.6M -> $484.3M). IAPD ↗fund
$484.3M RAUM · 10 reps · 512-412-3300 · cottoncreekcapital.com
50
DIAMETER CAPITAL PARTNERS LP — reported RAUM up 26% ($14.56B -> $18.31B). IAPD ↗fund
$18.31B RAUM · 50 reps · 212-655-1400 · diametercap.com
50
ALLY BRIDGE GROUP (NY) LLC — reported RAUM up 54% ($146.7M -> $226.1M). IAPD ↗fund
$226.1M RAUM · 3 reps · 646-829-9373
50
BLUEROCK CREDIT FUND ADVISOR, LLC — reported RAUM up 29% ($84.5M -> $108.9M). IAPD ↗institutional
$108.9M RAUM · 8 reps · 212-843-1601
50
NEW 2ND CAPITAL — reported RAUM up 25% ($1.48B -> $1.85B). IAPD ↗fund
$1.85B RAUM · 11 reps · 2129139983
50
ELSEWHERE PARTNERS, LLC — reported RAUM up 39% ($559.9M -> $778.8M). IAPD ↗fund
$778.8M RAUM · 15 reps · 512-423-0410 · elsewhere.partners
50
NORTH PEAK CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.47B -> $1.87B). IAPD ↗fund
$1.87B RAUM · 5 reps · (212) 209-3904 · northpeakcapital.com
50
PHASE 3 CAPITAL MANAGEMENT LLC — reported RAUM up 26% ($1.01B -> $1.28B). IAPD ↗fund
$1.28B RAUM · 4 reps · 312-858-3800 · p3cm.com
50
GOLDNER HAWN — reported RAUM up 37% ($585.9M -> $803.8M). IAPD ↗fund
$803.8M RAUM · 10 reps · 612-338-5912 · goldnerhawn.com
50
DRAGONFLY DIGITAL MANAGEMENT, LLC — reported RAUM up 27% ($1.93B -> $2.47B). IAPD ↗fund
$2.47B RAUM · 10 reps · 415-795-8868 · metastablecapital.com
50
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC — reported RAUM up 40% ($342.3M -> $477.5M). IAPD ↗fund
$477.5M RAUM · 5 reps · 650-444-5874 · realicap.com
50
MEROS INVESTMENT MANAGEMENT, LP — reported RAUM up 25% ($171.8M -> $215.0M). IAPD ↗institutional
$215.0M RAUM · 2 reps · 214-871-5200 · merosinv.com
50
ASCENDANT CAPITAL PARTNERS LP — reported RAUM up 37% ($335.4M -> $460.5M). IAPD ↗fund
$460.5M RAUM · 9 reps · (310) 689-5149 · ascendantcapital.com
50
VARIANT — reported RAUM up 39% ($601.7M -> $838.2M). IAPD ↗fund
$838.2M RAUM · 9 reps · 580-952-9740 · variant.fund
50
HFR INVESTMENTS, LLC — reported RAUM up 27% ($2.53B -> $3.21B). IAPD ↗fund
$3.21B RAUM · 1 reps · 312-327-0430
50
BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC — reported RAUM up 27% ($5.99B -> $7.63B). IAPD ↗fund
$7.63B RAUM · 130 reps · (212) 419-3000 · blueowlproducts.com
50
CATALUR CAPITAL MANAGEMENT, LP — reported RAUM up 38% ($330.0M -> $455.3M). IAPD ↗fund
$455.3M RAUM · 5 reps · 1 (212) 377-7414
50
NORTH ISLAND VENTURES — reported RAUM up 37% ($292.8M -> $400.9M). IAPD ↗fund
$400.9M RAUM · 7 reps · 347-404-2298
50
AVEGO MANAGEMENT, LLC — reported RAUM up 35% ($635.9M -> $861.1M). IAPD ↗fund
$861.1M RAUM · 13 reps · 646-844-0030 · avego.com
50
MANE GLOBAL CAPITAL MANAGEMENT LP — reported RAUM up 28% ($1.61B -> $2.05B). IAPD ↗fund
$2.05B RAUM · 12 reps · (212) 970-8700
50
VOYAGER GLOBAL MANAGEMENT LP — reported RAUM up 29% ($2.32B -> $3.00B). IAPD ↗fund
$3.00B RAUM · 3 reps · (212) 680-4560
50
ENDURANCE ENGINEERING MANAGEMENT LP — reported RAUM up 40% ($238.4M -> $333.0M). IAPD ↗fund
$333.0M RAUM · 3 reps · 310-282-5826
50
IRON PATH CAPITAL, L.P. — reported RAUM up 36% ($262.6M -> $357.2M). IAPD ↗fund
$357.2M RAUM · 12 reps · 805-450-7940
50
HUDSON HILL CAPITAL MANAGEMENT, LLC — reported RAUM up 38% ($275.2M -> $379.3M). IAPD ↗fund
$379.3M RAUM · 5 reps · 212-551-4690 · hudsonhillcapital.com
50
RICHBROOK ADVISORS, LP — reported RAUM up 38% ($592.3M -> $815.2M). IAPD ↗fund
$815.2M RAUM · 5 reps · 646-833-1020
50
DI INVESTMENT MANAGEMENT LP — reported RAUM up 40% ($271.6M -> $379.7M). IAPD ↗fund
$379.7M RAUM · 40 reps · 214-775-4712 · dalfen.com
50
LLR MANAGEMENT HOLDCO, L.P. — reported RAUM up 28% ($4.59B -> $5.88B). IAPD ↗fund
$5.88B RAUM · 55 reps · 215-717-2900
50
CAP91 PARTNERS MANAGEMENT LLC — reported RAUM up 40% ($325.8M -> $454.8M). IAPD ↗fund
$454.8M RAUM · 5 reps · 804-525-9249 · cap91.com
50
HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED — grew from 88 to 98 advisory reps. IAPD ↗foreign
$87.57B RAUM · 98 reps · 852-2284-1111
50
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED — grew from 85 to 95 advisory reps. IAPD ↗foreign
$165.89B RAUM · 95 reps · 011-44-207-425-8000 · morganstanley.com
50
LYNX ASSET MANAGEMENT AB — grew from 39 to 49 advisory reps. IAPD ↗foreign
$1.76B RAUM · 49 reps · 0046 8 663 3360 · lynxhedge.se
50
IA PRIVATE WEALTH (USA) INC. — grew from 34 to 96 advisory reps. IAPD ↗foreign
$77.7M RAUM · 96 reps · 1-855-999-2081 · iaprivatewealthusa.com
49
ROBERTSON OPPORTUNITY CAPITAL, LLC — reported RAUM up 35% ($224.1M -> $301.4M). IAPD ↗fund
$301.4M RAUM · 3 reps · 972-713-5001 · rocapital.com
49
ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. — reported RAUM up 49% ($61.6M -> $91.7M). IAPD ↗fund
$91.7M RAUM · 2 reps · 281-778-4900 · rmpwm.com
49
MEDINA VALUE PARTNERS, LLC — reported RAUM up 32% ($258.0M -> $341.6M). IAPD ↗fund
$341.6M RAUM · 1 reps · (310) 979-6900
49
TEGEAN CAPITAL MANAGEMENT, LLC — reported RAUM up 48% ($138.6M -> $205.4M). IAPD ↗fund
$205.4M RAUM · 3 reps · 212-201-1950 · tegean.com
49
TWIN OAKS PARTNERS — reported RAUM up 34% ($573.6M -> $766.9M). IAPD ↗fund
$766.9M RAUM · 2 reps · 973-635-3854
49
ACON INVESTMENTS MANAGEMENT, LLC — reported RAUM up 32% ($201.0M -> $265.8M). IAPD ↗fund
$265.8M RAUM · 10 reps · 202-454-1100 · aconinvestments.com
49
MELKONIAN CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($279.1M -> $372.2M). IAPD ↗fund
$372.2M RAUM · 2 reps · 212-300-6006 · melkoniancapital.com
49
HUNTING HILL GLOBAL CAPITAL, LLC — reported RAUM up 32% ($363.9M -> $481.7M). IAPD ↗fund
$481.7M RAUM · 4 reps · 646-442-2790 · huntinghill.com
49
ENHANCED CAPITAL PARTNERS, LLC — reported RAUM up 34% ($722.1M -> $969.1M). IAPD ↗fund
$969.1M RAUM · 14 reps · 504-569-7900
49
SAVANO DIRECT CAPITAL PARTNERS, LLC — reported RAUM up 35% ($253.5M -> $341.2M). IAPD ↗fund
$341.2M RAUM · 7 reps · 443-873-3561 · savanocapital.com
49
THORNTREE CAPITAL PARTNERS LP — reported RAUM up 32% ($570.2M -> $752.3M). IAPD ↗fund
$752.3M RAUM · 6 reps · 617-443-2080 · thorntreecap.com
49
NORLAND CAPITAL LP — reported RAUM up 35% ($219.0M -> $294.9M). IAPD ↗fund
$294.9M RAUM · 6 reps · 415-465-1000 · norlandcapital.com
49
BACKCAST PARTNERS MANAGEMENT LLC — reported RAUM up 31% ($611.2M -> $802.5M). IAPD ↗fund
$802.5M RAUM · 11 reps · 212-332-5800 · backcastpartners.com
49
BRICKELL KEY ASSET MANAGEMENT LLC — reported RAUM up 32% ($202.7M -> $268.3M). IAPD ↗fund
$268.3M RAUM · 8 reps · 866-443-1080
49
PREP INVESTMENT ADVISERS, L.L.C. — reported RAUM up 33% ($358.6M -> $477.0M). IAPD ↗fund
$477.0M RAUM · 24 reps · 312-499-1952 · pearlmark.com
49
SCIENS DIVERSIFIED MANAGERS LLC — reported RAUM up 33% ($565.1M -> $750.1M). IAPD ↗fund
$750.1M RAUM · 7 reps · 212-471-6100 · sciensam.com
49
ROUNDHILL INVESTMENTS — reported RAUM up 31% ($547.1M -> $716.8M). IAPD ↗fund
$716.8M RAUM · 4 reps · 646-661-5441 · public.com
49
WESTWARD PARTNERS LLC — reported RAUM up 32% ($218.7M -> $288.5M). IAPD ↗fund
$288.5M RAUM · 4 reps · 206-669-4007 · westwardpartnersllc.com
49
WEATHERFORD CAPITAL MANAGEMENT — reported RAUM up 32% ($698.4M -> $920.0M). IAPD ↗fund
$920.0M RAUM · 13 reps · (813) 443-0499 · weatherfordcapital.com
49
SKY ISLAND CAPITAL — reported RAUM up 32% ($292.3M -> $385.5M). IAPD ↗fund
$385.5M RAUM · 9 reps · 469-965-9200
49
TWENTY ACRE CAPITAL LP — reported RAUM up 46% ($123.4M -> $180.7M). IAPD ↗fund
$180.7M RAUM · 6 reps · 215-978-9800 · twentyacre.com
49
NORTHRIM ADVISER, LLC — reported RAUM up 34% ($195.0M -> $261.0M). IAPD ↗fund
$261.0M RAUM · 6 reps · 480-206-7683 · northrimhorizon.com
49
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC — reported RAUM up 50% ($157.4M -> $235.8M). IAPD ↗fund
$235.8M RAUM · 4 reps · (214) 227-7792 · summithousecapital.com
49
BRASIL CAPITAL ADVISER LLC — reported RAUM up 32% ($316.0M -> $418.1M). IAPD ↗fund
$418.1M RAUM · 3 reps · 646-565-8844
49
325 CAPITAL — reported RAUM up 48% ($157.5M -> $233.6M). IAPD ↗fund
$233.6M RAUM · 5 reps · 212-376-5325 · 325capital.com
49
TEN COVES CAPITAL, LP — reported RAUM up 33% ($743.6M -> $990.5M). IAPD ↗fund
$990.5M RAUM · 9 reps · 203-983-3239
49
PSC MANAGER LLC — reported RAUM up 31% ($581.7M -> $762.8M). IAPD ↗fund
$762.8M RAUM · 17 reps · 267-291-7400 · peaceablestreet.com
49
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC — reported RAUM up 32% ($315.4M -> $416.7M). IAPD ↗fund
$416.7M RAUM · 855 reps · 212-417-7000 · brookfield.com
49
INTERLOCK EQUITY LP — reported RAUM up 33% ($311.2M -> $414.1M). IAPD ↗fund
$414.1M RAUM · 9 reps · 310-598-1848 · interlockequity.com
49
RPD FUND MANAGEMENT LLC — reported RAUM up 35% ($350.2M -> $471.9M). IAPD ↗fund
$471.9M RAUM · 6 reps · 212-201-2650 · rpdfund.com
49
VERISTAR CAPITAL MANAGEMENT LP — reported RAUM up 49% ($142.0M -> $211.5M). IAPD ↗fund
$211.5M RAUM · 3 reps · 929-564-5500 · veristarcap.com
49
LONG FOCUS CAPITAL MANAGEMENT LLC — reported RAUM up 32% ($506.2M -> $666.4M). IAPD ↗fund
$666.4M RAUM · 3 reps · (787) 333-0240
49
THE QUARRY LP — reported RAUM up 33% ($348.7M -> $462.4M). IAPD ↗fund
$462.4M RAUM · 4 reps · 212-205-2600
49
GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC — reported RAUM up 50% ($100.2M -> $150.2M). IAPD ↗fund
$150.2M RAUM · 8 reps · 305-515-5878 · galapagoscapital.com
49
MAWER INVESTMENT MANAGEMENT LTD. — grew from 71 to 80 advisory reps. IAPD ↗foreign
$49.57B RAUM · 80 reps · 403-262-4673
49
STAFFORD CAPITAL PARTNERS LIMITED — grew from 33 to 42 advisory reps. IAPD ↗foreign
$5.48B RAUM · 42 reps · -6943
49
G10 CAPITAL LIMITED — grew from 54 to 63 advisory reps. IAPD ↗foreign
$13.01B RAUM · 63 reps · 442073975450
49
WELLINGTON-ALTUS USA INC. — grew from 34 to 48 advisory reps. IAPD ↗foreign
$84.1M RAUM · 48 reps · 888-315-8729
49
HOXTON CAPITAL MANAGEMENT — grew from 17 to 28 advisory reps. IAPD ↗foreign
$326.3M RAUM · 28 reps · 737-249-9620
48
STONEPINE CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($271.5M -> $347.8M). IAPD ↗fund
$347.8M RAUM · 4 reps · 541-647-5673 · stonepinecap.com
48
COVALENT PARTNERS LLC — reported RAUM up 43% ($93.7M -> $133.6M). IAPD ↗fund
$133.6M RAUM · 4 reps · 617-658-5500 · covalentpartnersllc.com
48
BROADOAK ASSET MANAGEMENT, LLC — reported RAUM up 28% ($289.1M -> $371.0M). IAPD ↗fund
$371.0M RAUM · 8 reps · 301-358-2692 · broadoak.com
48
MAZE INVESTMENTS, LLC — reported RAUM up 42% ($111.5M -> $158.5M). IAPD ↗fund
$158.5M RAUM · 3 reps · (310) 846-8574 · mazeinvestmentsllc.com
48
STANLEY CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($355.5M -> $454.7M). IAPD ↗fund
$454.7M RAUM · 3 reps · 713-900-3200 · stanleycap.com
48
PRESIDIO INVESTORS LLC — reported RAUM up 29% ($603.5M -> $778.3M). IAPD ↗fund
$778.3M RAUM · 9 reps · 512-772-1725 · presidioinvestors.com
48
MARITIME CAPITAL — reported RAUM up 27% ($634.4M -> $806.1M). IAPD ↗fund
$806.1M RAUM · 6 reps · 646-513-3203 · maritimelp.com
48
PABRAI INVESTMENT FUNDS — reported RAUM up 25% ($637.6M -> $798.3M). IAPD ↗fund
$798.3M RAUM · 2 reps · 512-999-7110
48
OAKCLIFF PARTNERS LLC — reported RAUM up 30% ($201.0M -> $261.2M). IAPD ↗fund
$261.2M RAUM · 2 reps · 646-873-8505
48
ARISTIDES CAPITAL LLC — reported RAUM up 26% ($300.5M -> $377.9M). IAPD ↗fund
$377.9M RAUM · 6 reps · 502-419-2956 · aristidescapital.com
48
DAYBREAK FUND ADVISORS LLC — reported RAUM up 27% ($755.6M -> $961.9M). IAPD ↗fund
$961.9M RAUM · 11 reps · 713-559-7110 · pelicanenergypartners.com
48
HEADLANDS CAPITAL — reported RAUM up 28% ($687.7M -> $877.7M). IAPD ↗fund
$877.7M RAUM · 5 reps · 415-263-7300 · headlandscap.com
48
RENOVO CAPITAL, LLC — reported RAUM up 26% ($585.8M -> $738.1M). IAPD ↗fund
$738.1M RAUM · 12 reps · 214-699-4960 · renovocapital.com
48
NORTHLIGHT CAPITAL PARTNERS — reported RAUM up 27% ($365.1M -> $463.7M). IAPD ↗fund
$463.7M RAUM · 7 reps · 646-873-6547 · icx.efrontcloud.com
48
WAVE EQUITY PARTNERS — reported RAUM up 28% ($374.0M -> $480.5M). IAPD ↗fund
$480.5M RAUM · 4 reps · 617-350-9808 · waveep.com
48
CALIXTO GLOBAL INVESTORS, LP — reported RAUM up 29% ($378.8M -> $488.8M). IAPD ↗fund
$488.8M RAUM · 5 reps · 305-602-3421
48
KUDU INVESTMENT HOLDINGS, LLC — reported RAUM up 27% ($699.9M -> $890.3M). IAPD ↗fund
$890.3M RAUM · 6 reps · 212-257-6422 · kuduinvestment.com
48
INNOVATIVE PORTFOLIOS LLC — reported RAUM up 30% ($590.7M -> $767.3M). IAPD ↗fund
$767.3M RAUM · 10 reps · 317-689-6450
48
MUDDY WATERS CAPITAL LLC — reported RAUM up 28% ($344.7M -> $439.7M). IAPD ↗fund
$439.7M RAUM · 7 reps · (415) 488-3167
48
ORANGEWOOD PARTNERS MANAGEMENT LLC — reported RAUM up 25% ($724.9M -> $908.9M). IAPD ↗fund
$908.9M RAUM · 9 reps · 212-324-5630
48
HUDSON COVE CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($738.0M -> $957.7M). IAPD ↗fund
$957.7M RAUM · 8 reps · 201-685-7555 · hudsoncovecapital.com
48
HPE CAPITAL MANAGEMENT II, LLC — reported RAUM up 28% ($355.6M -> $455.7M). IAPD ↗fund
$455.7M RAUM · 4 reps · 513-745-9200 · hauserprivateequity.com
48
NEXTGEN GROWTH PARTNERS, LLC — reported RAUM up 43% ($164.7M -> $234.7M). IAPD ↗fund
$234.7M RAUM · 4 reps · (312) 882-8998 · nextgengp.com
48
SHOREHILL CAPITAL LLC — reported RAUM up 25% ($377.7M -> $473.9M). IAPD ↗fund
$473.9M RAUM · 11 reps · 312-876-7267
48
AYRTON CAPITAL LLC — reported RAUM up 29% ($230.0M -> $296.9M). IAPD ↗fund
$296.9M RAUM · 5 reps · 646-684-0650
48
GENERAL EQUITY HOLDINGS LP — reported RAUM up 44% ($111.8M -> $160.9M). IAPD ↗fund
$160.9M RAUM · 1 reps · 646-813-9212
48
GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP — reported RAUM up 28% ($229.1M -> $293.7M). IAPD ↗fund
$293.7M RAUM · 2 reps · 203-663-3720
48
PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP — reported RAUM up 28% ($679.7M -> $872.2M). IAPD ↗fund
$872.2M RAUM · 12 reps · 646-443-6606 · petrichorcap.com
48
AUXO INVESTMENT PARTNERS, LLC — reported RAUM up 28% ($275.9M -> $353.9M). IAPD ↗fund
$353.9M RAUM · 7 reps · 616-980-9810
48
FLAT FOOTED LLC — reported RAUM up 26% ($691.2M -> $869.6M). IAPD ↗fund
$869.6M RAUM · 2 reps · 917-439-7926 · flatfootedllc.com
48
ALTA FOX CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($339.2M -> $437.9M). IAPD ↗fund
$437.9M RAUM · 3 reps · 817-350-4230
48
TENCORE PARTNERS, LP — reported RAUM up 26% ($332.5M -> $419.9M). IAPD ↗fund
$419.9M RAUM · 2 reps · 646-647-8403 · tencorepartners.com
48
PRESERVATION EQUITY FUND ADVISORS, LLC — reported RAUM up 27% ($309.1M -> $392.4M). IAPD ↗fund
$392.4M RAUM · 3 reps · 714-662-5565 · pefadvisors.com
48
RICE PARK CAPITAL — reported RAUM up 28% ($705.6M -> $906.2M). IAPD ↗fund
$906.2M RAUM · 6 reps · 833-981-5595 · riceparkcapital.com
48
FIDELIS INVESTORS, LLC — reported RAUM up 25% ($700.5M -> $878.9M). IAPD ↗fund
$878.9M RAUM · 5 reps · 908-402-8132 · fidelis-investors.com
48
O'NEIL GLOBAL ADVISORS, INC. — reported RAUM up 30% ($294.0M -> $380.8M). IAPD ↗fund
$380.8M RAUM · 14 reps · 310-448-6800 · oneilglobaladvisors.com
48
MATTERHORN CAPITAL ADVISORS, LLC — reported RAUM up 45% ($170.2M -> $246.3M). IAPD ↗fund
$246.3M RAUM · 6 reps · 610-940-5303 · matterhorncapitalpartners.com
48
TWO SEAS CAPITAL LP — reported RAUM up 26% ($605.7M -> $762.4M). IAPD ↗fund
$762.4M RAUM · 5 reps · 914-690-8253 · twoseascap.com
48
SANDLOT PARTNERS, LLC — reported RAUM up 27% ($346.4M -> $440.0M). IAPD ↗fund
$440.0M RAUM · 15 reps · 203-233-5797
48
METAVASI CAPITAL LP — reported RAUM up 25% ($215.6M -> $270.0M). IAPD ↗fund
$270.0M RAUM · 4 reps · 914-745-6600
48
RIVERMONT CAPITAL MANAGEMENT LP — reported RAUM up 28% ($247.1M -> $315.8M). IAPD ↗fund
$315.8M RAUM · 3 reps · 212-970-0070
48
COMMUNITY US FUND MANAGEMENT, INC. — reported RAUM up 26% ($279.3M -> $350.8M). IAPD ↗fund
$350.8M RAUM · 3 reps · 646-734-8057
48
AACP INVESTMENTS, LLC — reported RAUM up 43% ($47.7M -> $68.3M). IAPD ↗fund
$68.3M RAUM · 3 reps · 929-626-8036
48
HACK VC MANAGEMENT, LLC — reported RAUM up 28% ($328.2M -> $419.7M). IAPD ↗fund
$419.7M RAUM · 8 reps · 775-238-3671
48
DEEPWATER ASSET MANAGEMENT, LLC — reported RAUM up 26% ($265.0M -> $333.0M). IAPD ↗fund
$333.0M RAUM · 5 reps · 612-865-0578
48
CADEN CAPITAL PARTNERS, LP — reported RAUM up 27% ($328.4M -> $415.9M). IAPD ↗fund
$415.9M RAUM · 3 reps · 424-426-5128 · cadencp.com
48
MERCATOR PARTNERS — reported RAUM up 25% ($222.3M -> $278.1M). IAPD ↗fund
$278.1M RAUM · 4 reps · 347-753-2779 · mercatorpartners.com
48
HIVEMIND CAPITAL PARTNERS LLC — reported RAUM up 43% ($154.7M -> $220.9M). IAPD ↗fund
$220.9M RAUM · 5 reps · 917-692-9525 · hivemindcapital.co
48
CORTEN REAL ESTATE MANAGEMENT LLC — reported RAUM up 29% ($363.4M -> $468.8M). IAPD ↗fund
$468.8M RAUM · 10 reps · 215-500-4950
48
DAUNTLESS CAPITAL PARTNERS LLC — reported RAUM up 41% ($100.9M -> $142.1M). IAPD ↗fund
$142.1M RAUM · 7 reps · 202-656-1250
48
SLOTNIK CAPITAL, LLC — reported RAUM up 27% ($260.1M -> $330.5M). IAPD ↗fund
$330.5M RAUM · 2 reps · 214-462-9203 · slotnikmergerarb.com
48
SELLARONDA GLOBAL MANAGEMENT LP — reported RAUM up 40% ($169.1M -> $236.8M). IAPD ↗fund
$236.8M RAUM · 3 reps · (212) 970-5110
48
JAFFA CAPITAL MANAGEMENT LLC — reported RAUM up 41% ($110.0M -> $155.2M). IAPD ↗fund
$155.2M RAUM · 3 reps · 216-245-1231 · jaffamanagement.com
48
ADDENDA CAPITAL — grew from 56 to 64 advisory reps. IAPD ↗foreign
$25.24B RAUM · 64 reps · 514-287-7373 · addendacapital.com
48
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 22 to 30 advisory reps. IAPD ↗foreign
$14.43B RAUM · 30 reps · 65 6889 1000
47
SIB LLC — reported RAUM up 40% ($142.9M -> $199.4M). IAPD ↗fund
$199.4M RAUM · 1 reps · 516-457-9295
47
DHANDHO FUNDS LLC — reported RAUM up 35% ($85.9M -> $116.3M). IAPD ↗fund
$116.3M RAUM · 3 reps · 512.999.7110
47
LION EQUITY INVESTMENT ADVISORS, LLC — reported RAUM up 38% ($158.0M -> $217.8M). IAPD ↗fund
$217.8M RAUM · 9 reps · 303-847-4100 · lionequity.com
47
RECURRING CAPITAL MANAGEMENT COMPANY, LLC — reported RAUM up 38% ($157.8M -> $218.1M). IAPD ↗fund
$218.1M RAUM · 7 reps · 512-766-0676 · recurring.capital
47
TERRA ALPHA INVESTMENTS LLC — reported RAUM up 38% ($122.8M -> $170.0M). IAPD ↗fund
$170.0M RAUM · 7 reps · 202-263-3644 · terraalphainvestments.com
47
GATE CITY CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($143.2M -> $196.3M). IAPD ↗fund
$196.3M RAUM · 4 reps · 312-825-1228 · gatecitycap.com
47
ID FUNDS ADVISOR LLC — reported RAUM up 38% ($143.1M -> $198.0M). IAPD ↗fund
$198.0M RAUM · 3 reps · (561) 462-1200 · idfund.co
47
HIGHLAND PEAK CAPITAL, LLC — reported RAUM up 35% ($181.0M -> $245.2M). IAPD ↗fund
$245.2M RAUM · 2 reps · (203) 516-3711 · highlandpeakcapital.com
47
VISION ONE MANAGEMENT PARTNERS, LP — reported RAUM up 39% ($128.9M -> $179.4M). IAPD ↗fund
$179.4M RAUM · 5 reps · 786-881-3334
47
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC — reported RAUM up 36% ($83.5M -> $113.8M). IAPD ↗fund
$113.8M RAUM · 4 reps · 212-572-6469 · terramontinfra.com
47
STILLPOINT INVESTMENTS LP — reported RAUM up 37% ($121.9M -> $166.6M). IAPD ↗fund
$166.6M RAUM · 5 reps · 332-373-0588
47
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED — grew from 62 to 69 advisory reps. IAPD ↗foreign
$15.54B RAUM · 69 reps · 44(0)131 473 2200 · stewartinvestors.com
47
NEWTON INVESTMENT MANAGEMENT LTD — grew from 58 to 65 advisory reps. IAPD ↗foreign
$45.25B RAUM · 65 reps · -16139
47
CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. — grew from 27 to 34 advisory reps. IAPD ↗foreign
$8.57B RAUM · 34 reps · 416-861-0700
47
LGIM INTERNATIONAL LTD — grew from 65 to 74 advisory reps. IAPD ↗foreign
$983.5M RAUM · 74 reps · +44 203 124 3942
47
FIRST SENTIER INVESTORS (UK) FUNDS LIMITED — grew from 62 to 69 advisory reps. IAPD ↗foreign
$18.29B RAUM · 69 reps · 44-207-332-6500 · firstsentierinvestors.com
47
CIDEL ASSET MANAGEMENT INC — grew from 31 to 38 advisory reps. IAPD ↗foreign
$5.19B RAUM · 38 reps · 416 977 6767 · loricaic.ca
47
FIRST SENTIER INVESTORS (UK) IM LIMITED — grew from 62 to 69 advisory reps. IAPD ↗foreign
$18.74B RAUM · 69 reps · +44 (0)131 473 2200 · firstsentierinvestors.com
46
HEALTHCOR PARTNERS MANAGEMENT, L.P. — reported RAUM up 34% ($127.5M -> $170.8M). IAPD ↗fund
$170.8M RAUM · 2 reps · 212-622-7726 · healthcorpartners.com
46
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — reported RAUM up 32% ($156.8M -> $206.4M). IAPD ↗fund
$206.4M RAUM · 8 reps · 212-603-9860 · cp-im.com
46
RAND CAPITAL MANAGEMENT — reported RAUM up 30% ($121.1M -> $157.7M). IAPD ↗fund
$157.7M RAUM · 6 reps · 617-880-7494 · randcapital.com
46
BARRIER CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($69.0M -> $91.0M). IAPD ↗fund
$91.0M RAUM · 2 reps · 650-380-1475 · barriercap.com
46
GREENBROOK MANAGEMENT, LLC — reported RAUM up 33% ($60.8M -> $81.1M). IAPD ↗fund
$81.1M RAUM · 3 reps · 212-804-8091 · greenbrookre.com
46
DEEPWORK CAPITAL, LLC — reported RAUM up 33% ($151.0M -> $200.9M). IAPD ↗fund
$200.9M RAUM · 8 reps · 407-988-3014
46
LONSDALE INVESTMENT MANAGEMENT, LLC — reported RAUM up 33% ($76.3M -> $101.8M). IAPD ↗fund
$101.8M RAUM · 3 reps · 929-499-9817 · optoinvest.com
46
ASH INVESTMENT PARTNERS, LLC — reported RAUM up 35% ($134.7M -> $181.3M). IAPD ↗fund
$181.3M RAUM · 5 reps · (470) 795-5505 · ashvx.com
46
ASPECT CAPITAL LIMITED — grew from 55 to 61 advisory reps. IAPD ↗foreign
$3.42B RAUM · 61 reps · 442071709700 · aspectcapital.com
46
FULCRUM ASSET MANAGEMENT LLP — grew from 38 to 44 advisory reps. IAPD ↗foreign
$34.68B RAUM · 44 reps · 44-20-7016-6450
46
REDDING RIDGE ASSET MANAGEMENT (UK) LLP — grew from 36 to 42 advisory reps. IAPD ↗foreign
$7.58B RAUM · 42 reps · +44 20 7016 5000 · rram.com
46
LARRAINVIAL ASSET MANAGEMENT — grew from 38 to 44 advisory reps. IAPD ↗foreign
$2.80B RAUM · 44 reps · 562 2339 8500
46
SAGARD HOLDINGS MANAGER LP — grew from 47 to 53 advisory reps. IAPD ↗foreign
$5.72B RAUM · 53 reps · 416-607-2250 · sagard.com
45
MCM ADVISERS, LP — reported RAUM up 27% ($116.2M -> $147.9M). IAPD ↗fund
$147.9M RAUM · 2 reps · 925-631-9100
45
SOUTHPAW ASSET MANAGEMENT, LP — reported RAUM up 25% ($71.1M -> $89.1M). IAPD ↗fund
$89.1M RAUM · 2 reps · 914-450-4781 · southpawassetmanagement.com
45
DEMARCHE — reported RAUM up 25% ($169.8M -> $212.6M). IAPD ↗fund
$212.6M RAUM · 19 reps · 913-981-1345
45
OLD BELLOWS PARTNERS L.P. — reported RAUM up 29% ($28.0M -> $36.2M). IAPD ↗fund
$36.2M RAUM · 5 reps · 212-355-5600
45
PRENTICE CAPITAL MANAGEMENT, LP — reported RAUM up 30% ($162.7M -> $211.1M). IAPD ↗fund
$211.1M RAUM · 3 reps · 203-302-2432
45
VANSHAP CAPITAL, LLC — reported RAUM up 25% ($62.0M -> $77.8M). IAPD ↗fund
$77.8M RAUM · 2 reps · (571) 933-6950 · vanshapcapital.com
45
MANGROVE EQUITY PARTNERS — reported RAUM up 27% ($193.1M -> $245.4M). IAPD ↗fund
$245.4M RAUM · 11 reps · 813-868-4500
45
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($134.4M -> $173.6M). IAPD ↗fund
$173.6M RAUM · 3 reps · 646-790-4800 · sicm.com
45
BROWN ADVISORY LTD. — reported RAUM up 95% ($7.51B -> $14.64B). IAPD ↗foreign
$14.64B RAUM · 26 reps · 44 203-301-8130
45
COLUMN PARK ASSET MANAGEMENT, LP — reported RAUM up 26% ($186.2M -> $234.6M). IAPD ↗fund
$234.6M RAUM · 2 reps · 646-650-5110 · columnpark.com
45
PEARL LANE ADVISORS, LLC — reported RAUM up 29% ($38.6M -> $50.0M). IAPD ↗fund
$50.0M RAUM · 8 reps · 212-240-9721
45
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — reported RAUM up 210% ($4.66B -> $14.43B). IAPD ↗foreign
$14.43B RAUM · 30 reps · 65 6889 1000
45
ALPINE PEAKS CAPITAL, LP — reported RAUM up 27% ($167.6M -> $213.4M). IAPD ↗fund
$213.4M RAUM · 3 reps · 347-990-2940 · alpinepeakscapital.com
45
FIRST SENTIER INVESTORS (IRELAND) LIMITED — reported RAUM up 199% ($9.34B -> $27.90B). IAPD ↗foreign
$27.90B RAUM · 1 reps · +353(0) 1 669 4868 · firstsentierinvestors.com
45
LUMOS CAPITAL GROUP LLC — reported RAUM up 26% ($194.1M -> $244.3M). IAPD ↗fund
$244.3M RAUM · 5 reps · 917-847-5468 · lumoscapitalgroup.com
45
HEALTHPOINTCAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($139.8M -> $181.0M). IAPD ↗fund
$181.0M RAUM · 5 reps · 212-935-7780 · healthpointcapital.com
45
BLUE DOOR ASSET MANAGEMENT, LLC — reported RAUM up 27% ($93.3M -> $118.8M). IAPD ↗fund
$118.8M RAUM · 2 reps · 203-826-2240
45
SKYLARK PRIVATE EQUITY PARTNERS, LP — reported RAUM up 25% ($168.2M -> $210.5M). IAPD ↗fund
$210.5M RAUM · 7 reps · 214-817-4290 · skylarkpe.com
45
PALLADIUM HERITAGE MANAGEMENT, LLC — reported RAUM up 28% ($34.3M -> $43.8M). IAPD ↗fund
$43.8M RAUM · 0 reps · (212) 218-5150 · palladiumequity.com
45
TVV ADVISERS, LLC — reported RAUM up 26% ($34.5M -> $43.4M). IAPD ↗fund
$43.4M RAUM · 1 reps · 925-621-1000
45
PROPEL BIO MANAGEMENT, LLC — reported RAUM up 25% ($109.4M -> $137.0M). IAPD ↗fund
$137.0M RAUM · 5 reps · 206 602 9246
45
JORDANELLE CAPITAL — reported RAUM up 28% ($172.4M -> $220.0M). IAPD ↗fund
$220.0M RAUM · 2 reps · (385) 500-4894 · jordanelle.com
45
OZE CAPITAL LLC — reported RAUM up 26% ($139.0M -> $175.2M). IAPD ↗fund
$175.2M RAUM · 3 reps · 973-446-6876 · ozecapital.com
45
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED — grew from 21 to 26 advisory reps. IAPD ↗foreign
$19.94B RAUM · 26 reps · 416-524-9687
45
HERMES GPE LLP — grew from 37 to 42 advisory reps. IAPD ↗foreign
$10.34B RAUM · 42 reps · +44(0)2077020888
45
ALCENTRA LIMITED — grew from 50 to 55 advisory reps. IAPD ↗foreign
$20.38B RAUM · 55 reps · 2033983200
45
REDWHEEL — grew from 33 to 38 advisory reps. IAPD ↗foreign
$10.18B RAUM · 38 reps · 44 20 7227 6000
45
CANDRIAM S.C.A. — grew from 284 to 289 advisory reps. IAPD ↗foreign
$127.33B RAUM · 289 reps · +352 27 97 39 23
45
AXIUM INFRASTRUCTURE INC. — grew from 43 to 48 advisory reps. IAPD ↗foreign
$8.11B RAUM · 48 reps · 514-954-6722
45
TRIUM CAPITAL LLP — grew from 20 to 25 advisory reps. IAPD ↗foreign
$2.13B RAUM · 25 reps · +44 20 7073 9250 · trium-capital.com
45
R2 ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗foreign
$2.9M RAUM · 1 reps · +55 41 992426951
44
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG — grew from 15 to 19 advisory reps. IAPD ↗foreign
$1.27B RAUM · 19 reps · 41 44 297 7373
44
LGT WEALTH MANAGEMENT US LIMITED — grew from 8 to 12 advisory reps. IAPD ↗foreign
$1.22B RAUM · 12 reps · +44 203 207 8000 · lgtwm-us.com
44
NAYA CAPITAL MANAGEMENT UK LIMITED — grew from 9 to 13 advisory reps. IAPD ↗foreign
$5.18B RAUM · 13 reps · -5858 · nayacapital.com
44
HEITMAN INTERNATIONAL LLC — grew from 48 to 57 advisory reps. IAPD ↗foreign
$0 RAUM · 57 reps · +44.20.7318.1030
44
WARATAH CAPITAL ADVISORS LTD. — grew from 15 to 19 advisory reps. IAPD ↗foreign
$3.25B RAUM · 19 reps · 416-637-5622 · waratahadvisors.com
44
FIRST SENTIER INVESTORS — grew from 16 to 20 advisory reps. IAPD ↗foreign
$4.27B RAUM · 20 reps · 13458147600 · firstsentierinvestors.com.au
43
BLACKROCK INTERNATIONAL LIMITED — reported RAUM up 66% ($29.05B -> $48.14B). IAPD ↗foreign
$48.14B RAUM · 12 reps · 44 131 4727200
43
MONTRUSCO BOLTON INVESTMENTS INC. — reported RAUM up 66% ($7.63B -> $12.69B). IAPD ↗foreign
$12.69B RAUM · 13 reps · 514-842-6464 · montruscobolton.com
43
CARRHAE CAPITAL — reported RAUM up 65% ($1.06B -> $1.76B). IAPD ↗foreign
$1.76B RAUM · 9 reps · +44 203 205 4850 · carrhaecap.com
43
EPISTEME CAPITAL PARTNERS (UK), LLP — reported RAUM up 150% ($112.2M -> $281.0M). IAPD ↗foreign
$281.0M RAUM · 12 reps · 44 20 7292 2662 · epistemecap.com
43
RESOLVE ASSET MANAGEMENT INC. — reported RAUM up 80% ($201.9M -> $364.2M). IAPD ↗foreign
$364.2M RAUM · 4 reps · 416-572-5474
43
INTEGRAL ILS LTD. — reported RAUM up 65% ($1.58B -> $2.61B). IAPD ↗foreign
$2.61B RAUM · 4 reps · 441-532-2020 · integralils.com
43
PREVATT CAPITAL LTD — reported RAUM up 403% ($82.9M -> $416.7M). IAPD ↗foreign
$416.7M RAUM · 5 reps · 646 652 0738 · prevattcapital.com
43
PRIME QUADRANT — reported RAUM up 89% ($188.2M -> $354.9M). IAPD ↗foreign
$354.9M RAUM · 3 reps · 212-365-7400 · primequadrant.com
43
ASTIGNES CAPITAL ASIA PTE. LTD. — grew from 15 to 18 advisory reps. IAPD ↗foreign
$1.14B RAUM · 18 reps · +(65) 6622 8288 · astignes.com
43
ARBION LIMITED — grew from 15 to 18 advisory reps. IAPD ↗foreign
$2.13B RAUM · 18 reps · 44-0-207-298-6060 · arbion.com
43
ARGYLE STREET MANAGEMENT LIMITED — grew from 9 to 12 advisory reps. IAPD ↗foreign
$2.07B RAUM · 12 reps · 852-21060888
43
MAN GLOBAL PRIVATE MARKETS (UK) LIMITED — grew from 11 to 14 advisory reps. IAPD ↗foreign
$2.77B RAUM · 14 reps · +44 20 7144 1000 · man.com
43
AP CAPITAL DELAWARE LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗fund
$107.7M RAUM · 1 reps · 929-354-3757 · apcapitalinvestment.com
42
AS AVARON ASSET MANAGEMENT — reported RAUM up 74% ($154.6M -> $269.0M). IAPD ↗foreign
$269.0M RAUM · 9 reps · +372 6644 205 · avaron.com
42
NORTH OF SOUTH CAPITAL LLP — reported RAUM up 63% ($1.03B -> $1.68B). IAPD ↗foreign
$1.68B RAUM · 7 reps · + 44 207 152 6061 · northofsouth.com
42
CARRHAE CAPITAL — grew from 7 to 9 advisory reps. IAPD ↗foreign
$1.76B RAUM · 9 reps · +44 203 205 4850 · carrhaecap.com
42
SPRINGS CAPITAL (HONG KONG) LIMITED — grew from 4 to 6 advisory reps. IAPD ↗foreign
$4.60B RAUM · 6 reps · 852-22591601/22591619 · springs-capital.com
42
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED — grew from 9 to 11 advisory reps. IAPD ↗foreign
$1.69B RAUM · 11 reps · 852-2170-3333 · fountaincapri.com
42
BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED — grew from 3 to 5 advisory reps. IAPD ↗foreign
$1.19B RAUM · 5 reps · -15977
42
ACTUSRAYPARTNERS LIMITED — grew from 7 to 11 advisory reps. IAPD ↗foreign
$532.9M RAUM · 11 reps · 852 3698 9298
42
NOVACAP MANAGEMENT US INC. — grew from 5 to 7 advisory reps. IAPD ↗foreign
$5.72B RAUM · 7 reps · 1-450-651-5000 · novacap.ca
41
INSIGHT INVESTMENT — reported RAUM up 57% ($1.94B -> $3.04B). IAPD ↗foreign
$3.04B RAUM · 1 reps · +44 20 7163 4000
41
COLUMBIA THREADNEEDLE INVESTMENTS — reported RAUM up 69% ($211.9M -> $358.1M). IAPD ↗foreign
$358.1M RAUM · 100 reps · 0044-20-7464-5000
41
ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED — reported RAUM up 56% ($5.34B -> $8.34B). IAPD ↗foreign
$8.34B RAUM · 38 reps · -8275 · allspringglobal.com
41
GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. — reported RAUM up 57% ($35.65B -> $55.81B). IAPD ↗foreign
$55.81B RAUM · 35 reps · -12359
41
SPROTT ASSET MANAGEMENT LP — grew from 7 to 10 advisory reps. IAPD ↗foreign
$792.1M RAUM · 10 reps · 416-943-8099
41
ISLANDBRIDGE CAPITAL LIMITED — grew from 11 to 14 advisory reps. IAPD ↗foreign
$943.2M RAUM · 14 reps · 44 20 3405 1040 · ib-capital.com
40
IUR CAPITAL, LLC — reported RAUM up 129% ($40.7M -> $93.2M). IAPD ↗foreign
$93.2M RAUM · 1 reps · +44 203 746 7320 · iurcapital.com
40
T.ROWE PRICE HONG KONG LIMITED — reported RAUM up 54% ($11.88B -> $18.34B). IAPD ↗foreign
$18.34B RAUM · 52 reps · 852-2536-7800
40
LIGHTHOUSE SWISS WEALTH ADVISORS AG — reported RAUM up 159% ($20.4M -> $52.8M). IAPD ↗foreign
$52.8M RAUM · 2 reps · -555 · lighthousetrust.ch
40
G10 CAPITAL LIMITED — reported RAUM up 51% ($8.64B -> $13.01B). IAPD ↗foreign
$13.01B RAUM · 63 reps · 442073975450
40
AS TRIGON ASSET MANAGEMENT — reported RAUM up 433% ($9.2M -> $49.1M). IAPD ↗foreign
$49.1M RAUM · 6 reps · 011-372-667-9200
40
WELLINGTON-ALTUS USA INC. — reported RAUM up 136% ($35.6M -> $84.1M). IAPD ↗foreign
$84.1M RAUM · 48 reps · 888-315-8729
40
COMPOSER TECHNOLOGIES — reported RAUM up 134% ($20.0M -> $46.7M). IAPD ↗foreign
$46.7M RAUM · 1 reps · (647) 254-3904 · investcomposer.com
40
TEMA GLOBAL LIMITED — reported RAUM up 1034% ($10.2M -> $116.0M). IAPD ↗foreign
$116.0M RAUM · 5 reps · 447948254411
40
IA PRIVATE WEALTH (USA) INC. — reported RAUM up 516% ($12.6M -> $77.7M). IAPD ↗foreign
$77.7M RAUM · 96 reps · 1-855-999-2081 · iaprivatewealthusa.com
40
LLOYD CAPITAL LLC — grew from 4 to 6 advisory reps. IAPD ↗foreign
$526.2M RAUM · 6 reps · 41445332230 · lloydcapital.ch
40
AMELIORA WEALTH MANAGEMENT LTD. — grew from 3 to 5 advisory reps. IAPD ↗foreign
$823.9M RAUM · 5 reps · +41 43 336 10 90
40
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 7 to 9 advisory reps. IAPD ↗foreign
$632.0M RAUM · 9 reps · 65 6297 6811 · asia.smd-am.com
40
WILLING CAPITAL MANAGEMENT LIMITED — grew from 5 to 7 advisory reps. IAPD ↗foreign
$766.3M RAUM · 7 reps · +852 39791800
40
GALILEI INVESTMENT OFFICE LLP — grew from 5 to 7 advisory reps. IAPD ↗foreign
$976.5M RAUM · 7 reps · 44 20 3848 5800 · galileiio.com
39
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED — reported RAUM up 47% ($13.54B -> $19.94B). IAPD ↗foreign
$19.94B RAUM · 26 reps · 416-524-9687
39
CAIN INTERNATIONAL ADVISERS LIMITED — reported RAUM up 49% ($2.08B -> $3.09B). IAPD ↗foreign
$3.09B RAUM · 69 reps · 44 (0)20 7569 9000 · cainint.com
39
LARRAINVIAL ASSET MANAGEMENT — reported RAUM up 49% ($1.89B -> $2.80B). IAPD ↗foreign
$2.80B RAUM · 44 reps · 562 2339 8500
39
NPW INC. — grew from 1 to 5 advisory reps. IAPD ↗foreign
$70,000 RAUM · 5 reps · 1.888.845.9980
38
GAM INTERNATIONAL MANAGEMENT LIMITED — reported RAUM up 42% ($14.29B -> $20.26B). IAPD ↗foreign
$20.26B RAUM · 45 reps · 44-20-7493-9990
38
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. — reported RAUM up 42% ($1.62B -> $2.31B). IAPD ↗foreign
$2.31B RAUM · 21 reps · 5521-3622-8070 · squadrainvestments.com
38
AZTLAN EQUITY MANAGEMENT, LLC — reported RAUM up 54% ($188.2M -> $290.0M). IAPD ↗foreign
$290.0M RAUM · 1 reps · 011-5281-8148-0504 · aztlanem.com
38
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED — reported RAUM up 44% ($1.17B -> $1.69B). IAPD ↗foreign
$1.69B RAUM · 11 reps · 852-2170-3333 · fountaincapri.com
38
TRIUM CAPITAL LLP — reported RAUM up 44% ($1.48B -> $2.13B). IAPD ↗foreign
$2.13B RAUM · 25 reps · +44 20 7073 9250 · trium-capital.com
38
FAMA RE.CAPITAL LTDA — grew from 6 to 9 advisory reps. IAPD ↗foreign
$123.0M RAUM · 9 reps · 55-11-5508-1188 · famainvestimentos.com.br
38
LCJ INVESTMENTS SA — grew from 2 to 5 advisory reps. IAPD ↗foreign
$26.0M RAUM · 5 reps · 41227070261 · swissfim.com
38
BW ASSET MANAGEMENT LTD — grew from 12 to 15 advisory reps. IAPD ↗foreign
$83.9M RAUM · 15 reps · +1 3457438805
37
BELL ASSET MANAGEMENT LIMITED — reported RAUM up 36% ($2.57B -> $3.48B). IAPD ↗foreign
$3.48B RAUM · 9 reps · 613 8637 6097 · bellasset.com.au
37
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 36% ($5.26B -> $7.17B). IAPD ↗foreign
$7.17B RAUM · 19 reps · 852-3406-8688
37
NEUBERGER BERMAN CANADA ULC — reported RAUM up 37% ($8.15B -> $11.18B). IAPD ↗foreign
$11.18B RAUM · 13 reps · 416-883-6904 · nb.com
37
HOXTON CAPITAL MANAGEMENT — reported RAUM up 50% ($217.9M -> $326.3M). IAPD ↗foreign
$326.3M RAUM · 28 reps · 737-249-9620
37
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. — reported RAUM up 36% ($2.27B -> $3.09B). IAPD ↗foreign
$3.09B RAUM · 10 reps · 65-69225800 · kjrm.co.jp
37
SILK INVEST LIMITED — grew from 10 to 12 advisory reps. IAPD ↗foreign
$50.3M RAUM · 12 reps · 00 44 208 088 1040 · silkinvest.com
36
CAPITAL FUND MANAGEMENT S.A. — reported RAUM up 33% ($7.66B -> $10.18B). IAPD ↗foreign
$10.18B RAUM · 66 reps · +33-1-4949 5949 · cfm.com
36
FIERA CAPITAL (UK) LIMITED — reported RAUM up 35% ($1.94B -> $2.62B). IAPD ↗foreign
$2.62B RAUM · 26 reps · +44 (0)20 7518 2100
36
CANTILLON CAPITAL MANAGEMENT LLP — reported RAUM up 32% ($15.04B -> $19.90B). IAPD ↗foreign
$19.90B RAUM · 6 reps · 44 (0) 20 7811 4100 · cantillon.com
36
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED — reported RAUM up 35% ($119.18B -> $160.70B). IAPD ↗foreign
$160.70B RAUM · 190 reps · 44 207 992 4172 · globalliquidity.hsbc.com
36
PARKVIEW LTD. — reported RAUM up 40% ($288.8M -> $404.6M). IAPD ↗foreign
$404.6M RAUM · 5 reps · +41 44 283 40 80 · parkviewgroup.com
36
RV CAPITAL — reported RAUM up 41% ($345.6M -> $485.8M). IAPD ↗foreign
$485.8M RAUM · 2 reps · 011-41-41-5114687 · rvcapital.ch
36
SERONE CAPITAL MANAGEMENT LLP — reported RAUM up 35% ($1.49B -> $2.00B). IAPD ↗foreign
$2.00B RAUM · 14 reps · 44 20 3405 7350 · serone.com
36
SCHRODER WEALTH MANAGEMENT (US) LIMITED — reported RAUM up 42% ($557.0M -> $790.1M). IAPD ↗foreign
$790.1M RAUM · 3 reps · 00 44 (0)20 7658 6000 · schroders.com
36
T. ROWE PRICE AUSTRALIA LIMITED — reported RAUM up 34% ($11.13B -> $14.90B). IAPD ↗foreign
$14.90B RAUM · 28 reps · 61 2 8667 5700 · troweprice.com
35
DWS INTERNATIONAL GMBH — reported RAUM up 28% ($35.08B -> $44.97B). IAPD ↗foreign
$44.97B RAUM · 75 reps · 49 69 910 12371
35
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL — reported RAUM up 29% ($315.32B -> $405.22B). IAPD ↗foreign
$405.22B RAUM · 202 reps · 44-207-774-1000 · gsam.com
35
FIL INVESTMENT ADVISORS (UK) LTD. — reported RAUM up 29% ($5.70B -> $7.35B). IAPD ↗foreign
$7.35B RAUM · 9 reps · +44 (0)1732 361144
35
FIL INVESTMENT ADVISORS — reported RAUM up 29% ($7.01B -> $9.04B). IAPD ↗foreign
$9.04B RAUM · 3 reps · 441-295-0665
35
T. ROWE PRICE INTERNATIONAL LTD — reported RAUM up 27% ($184.01B -> $234.11B). IAPD ↗foreign
$234.11B RAUM · 185 reps · 44-20-7651-8200
35
BELLECAPITAL INTERNATIONAL — reported RAUM up 28% ($1.25B -> $1.60B). IAPD ↗foreign
$1.60B RAUM · 9 reps · 41 44 268 11 70 · bellecapital.com
35
CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. — reported RAUM up 26% ($6.78B -> $8.57B). IAPD ↗foreign
$8.57B RAUM · 34 reps · 416-861-0700
35
ONCAP MANAGEMENT PARTNERS L.P. — reported RAUM up 29% ($2.27B -> $2.92B). IAPD ↗foreign
$2.92B RAUM · 30 reps · 416-214-4300
35
STAFFORD CAPITAL PARTNERS LIMITED — reported RAUM up 25% ($4.37B -> $5.48B). IAPD ↗foreign
$5.48B RAUM · 42 reps · -6943
35
FEDERATED HERMES (UK) LLP — reported RAUM up 26% ($16.18B -> $20.31B). IAPD ↗foreign
$20.31B RAUM · 10 reps · 44 20 7292 8620
35
E FUND MANAGEMENT (HONG KONG) CO., LIMITED — reported RAUM up 27% ($11.02B -> $14.04B). IAPD ↗foreign
$14.04B RAUM · 19 reps · 852-3929-0988 · efunds.com.hk
35
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED — reported RAUM up 29% ($9.18B -> $11.89B). IAPD ↗foreign
$11.89B RAUM · 27 reps · 65 6597 6680 · gordian-capital.com
35
VANGUARD ASSET MANAGEMENT, LIMITED — reported RAUM up 27% ($318.51B -> $403.34B). IAPD ↗foreign
$403.34B RAUM · 68 reps · 44 203 7535600
35
FOSUN ASSET MANAGEMENT LIMITED — reported RAUM up 39% ($562.0M -> $783.5M). IAPD ↗foreign
$783.5M RAUM · 13 reps · 852 2509 2873 · fosunam.com
35
7RIDGE LIMITED — reported RAUM up 36% ($678.0M -> $920.1M). IAPD ↗foreign
$920.1M RAUM · 7 reps · +44 20 8148 1378 · 7ridge.com
35
NOVACAP MANAGEMENT FINANCIAL SERVICES I INC. — reported RAUM up 38% ($357.8M -> $492.2M). IAPD ↗foreign
$492.2M RAUM · 7 reps · 1-450-651-5000 · novacap.ca
34
IMPULSORA DEL FONDO MEXICO, SC — reported RAUM up 30% ($266.9M -> $347.8M). IAPD ↗foreign
$347.8M RAUM · 3 reps · 5255-91383350
34
LOCUS INVESTMENT GROUP, LTD. — reported RAUM up 35% ($333.3M -> $448.5M). IAPD ↗foreign
$448.5M RAUM · 4 reps · 230-212-9800
33
FOURPOINTS INVESTMENT MANAGERS S.A.S — reported RAUM up 28% ($381.7M -> $490.2M). IAPD ↗foreign
$490.2M RAUM · 7 reps · 011.331.8669.6065 · fourpointsim.com
33
BG INVESTMENT SERVICES, INC. — reported RAUM up 41% ($132.1M -> $186.2M). IAPD ↗foreign
$186.2M RAUM · 1 reps · 671-472-5490 · bankofguam.com
33
CASTLE RIDGE ASSET MANAGEMENT LIMITED — reported RAUM up 42% ($134.6M -> $191.2M). IAPD ↗foreign
$191.2M RAUM · 4 reps · 416-701-9737 · castleridgemgt.com
33
LGT WEALTH MANAGEMENT US LIMITED — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗foreign
$1.22B RAUM · 12 reps · +44 203 207 8000 · lgtwm-us.com
32
BVB AND PARTNERS S.A. — reported RAUM up 37% ($60.0M -> $82.1M). IAPD ↗foreign
$82.1M RAUM · 1 reps · 41 22 318 20 00 · bvbandpartners.ch
31
MOUNT MURRAY INVESTMENT INC. — reported RAUM up 34% ($34.2M -> $45.8M). IAPD ↗foreign
$45.8M RAUM · 4 reps · 514-922-1511 · mountmurrayinvestment.com
31
LORNE STEINBERG WEALTH MANAGEMENT INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗foreign
$592.7M RAUM · 11 reps · 514-876-9888 · steinbergwealth.com
30
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. — reported RAUM up 29% ($62.1M -> $80.2M). IAPD ↗foreign
$80.2M RAUM · 2 reps · 41 22 548 1431 · white-lighthouse.ch
30
BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. — reported RAUM up 26% ($104.9M -> $132.5M). IAPD ↗foreign
$132.5M RAUM · 1 reps · 416 622 0466 · burgessinvestmentmanagement.com
30
MAIMON WEALTH MANAGEMENT LTD. — reported RAUM up 25% ($71.7M -> $89.7M). IAPD ↗foreign
$89.7M RAUM · 0 reps · 972 54 696 6638 · maimonwealth.com
30
AMBERLAKE PARTNERS SAM — reported RAUM up 26% ($23.0M -> $29.0M). IAPD ↗foreign
$29.0M RAUM · 2 reps · 37792001710 · amberlakepartners.com
28
GOLDEN EAGLE CAPITAL ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗foreign
$33.3M RAUM · 2 reps · 97144484674
28
POKET FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗foreign
$244,038 RAUM · 1 reps · +5411 4833 6387

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.