← Tributary

Financial planning software — March 2025

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

927 firms opened this window in the March 2025 SEC roster: 371 aum up, 247 planning clients up, 147 headcount up, 114 new registration, 35 pending approved, 13 planning started.

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

98
WILLS FINANCIAL GROUP, LLC — (RICHMOND, VA) is newly SEC-registered with $362.1M RAUM and 4 advisory reps. IAPD ↗
$362.1M RAUM · 4 reps · 804-330-3100 · willsfg.com
95
VORPAHL WING SECURITIES, INC. — (SPOKANE, WA) is newly SEC-registered with $107.0M RAUM and 4 advisory reps. IAPD ↗
$107.0M RAUM · 4 reps · 509-747-1749 · vorpahlwing.com
95
PARAGON ASSET MANAGEMENT INC. — (ORINDA, CA) is newly SEC-registered with $110.7M RAUM and 1 advisory reps. IAPD ↗
$110.7M RAUM · 1 reps · 510-550-7288 · paragonam.com
95
TRIDENT ADVISORS INC — (DOYLESTOWN, PA) is newly SEC-registered with $100.1M RAUM and 2 advisory reps. IAPD ↗
$100.1M RAUM · 2 reps · 215-489-5383 · tridentadvisors.com
95
FIRST AND MAIN FINANCIAL — (location n/a) is newly SEC-registered with $142.3M RAUM and 3 advisory reps. IAPD ↗
$142.3M RAUM · 3 reps · (510) 601-1935 · wolfersam.com
95
ABEL FINANCIAL MANAGEMENT CO. — (location n/a) is newly SEC-registered with $105.6M RAUM and 2 advisory reps. IAPD ↗
$105.6M RAUM · 2 reps · 443-812-5459
95
TWENTY TWENTY INVESTMENT ADVISORS, LLC — (location n/a) is newly SEC-registered with $123.4M RAUM and 3 advisory reps. IAPD ↗
$123.4M RAUM · 3 reps · 509-892-3512
95
MOORE FINANCIAL ADVISORS, LTD. — (BELMONT, MA) is newly SEC-registered with $108.9M RAUM and 3 advisory reps. IAPD ↗
$108.9M RAUM · 3 reps · 617-393-9999
95
BEANTOWN FINANCIAL ADVISORS LLC — (location n/a) is newly SEC-registered with $137.0M RAUM and 1 advisory reps. IAPD ↗
$137.0M RAUM · 1 reps · 508-529-0102 · beantownfinancial.com
95
JMH WEALTH MANAGEMENT, LLC — (HANOVER, NH) is newly SEC-registered with $113.7M RAUM and 2 advisory reps. IAPD ↗
$113.7M RAUM · 2 reps · 603.643.8899 · jmhwealth.com
95
DECISION INVESTMENTS, INC. — (SAN DIEGO, CA) is newly SEC-registered with $131.8M RAUM and 2 advisory reps. IAPD ↗
$131.8M RAUM · 2 reps · 858-812-3026 · decisioninvestments.com
95
HUNTER STREET INVESTMENT ADVISORS LLC — (APEX, NC) is newly SEC-registered with $112.0M RAUM and 8 advisory reps. IAPD ↗
$112.0M RAUM · 8 reps · 919-589-4040 · hsiadvisors.net
95
HEPWORTH EQUITY PARTNERS, LLC — (WOLFEBORO, NH) is newly SEC-registered with $120.0M RAUM and 2 advisory reps. IAPD ↗
$120.0M RAUM · 2 reps · 603-819-5323 · hepworthequitypartners.com
95
BANNERSTONE CAPITAL — (WAYZATA, MN) is newly SEC-registered with $141.1M RAUM and 3 advisory reps. IAPD ↗
$141.1M RAUM · 3 reps · 952-249-8888 · bannerstonecapital.com
95
TARHEEL ADVISORS, LLC — (GREENSBORO, NC) is newly SEC-registered with $117.6M RAUM and 2 advisory reps. IAPD ↗
$117.6M RAUM · 2 reps · 336-510-7255
95
SPARROW WEALTH MANAGEMENT — (ORLANDO, FL) is newly SEC-registered with $117.9M RAUM and 1 advisory reps. IAPD ↗
$117.9M RAUM · 1 reps · (877) 330-9191
95
CORE PLANNING — (ST. LOUIS, MO) is newly SEC-registered with $62.3M RAUM and 32 advisory reps. IAPD ↗
$62.3M RAUM · 32 reps · 636-734-7507 · savor.financial
95
WACKER & ASSOCIATES, INC. — (JACKSON, MN) is newly SEC-registered with $141.7M RAUM and 2 advisory reps. IAPD ↗
$141.7M RAUM · 2 reps · 507-847-3886
95
KASSIRA WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $107.5M RAUM and 2 advisory reps. IAPD ↗
$107.5M RAUM · 2 reps · 703-569-8363 · kassira.com
95
ARK ADVISORS LLC — (BLOOMINGTON, IL) is newly SEC-registered with $170.3M RAUM and 2 advisory reps. IAPD ↗
$170.3M RAUM · 2 reps · (309) 661-2000 · arkadvisorsllc.com
95
THE SHER WEALTH MANAGEMENT GROUP — (NEEDHAM, MA) is newly SEC-registered with $129.6M RAUM and 2 advisory reps. IAPD ↗
$129.6M RAUM · 2 reps · (617) 928-3656 · sherwealth.com
95
REVO FINANCIAL, LLC — (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗
$118.6M RAUM · 3 reps · 918-336-7877 · revofinancial.com
95
STRIVUS WEALTH PARTNERS LLC — (JACKSONVILLE BEACH, FL) is newly SEC-registered with $139.3M RAUM and 3 advisory reps. IAPD ↗
$139.3M RAUM · 3 reps · (904) 685-1505 · strivuswealth.com
95
EMERALD ASSET MANAGEMENT, INC. — (ROCKY MOUNT, NC) is newly SEC-registered with $110.4M RAUM and 1 advisory reps. IAPD ↗
$110.4M RAUM · 1 reps · 252-443-7616 · emeraldam.com
95
RAI WEALTH MANAGEMENT — (PLACENTIA, CA) is newly SEC-registered with $107.7M RAUM and 3 advisory reps. IAPD ↗
$107.7M RAUM · 3 reps · (714) 449-9696
95
GA PINCUS FUNDS, LLC — (location n/a) is newly SEC-registered with $57.4M RAUM and 1 advisory reps. IAPD ↗
$57.4M RAUM · 1 reps · 917-597-1450
95
DERIVE WEALTH — (PASADENA, CA) is newly SEC-registered with $112.6M RAUM and 1 advisory reps. IAPD ↗
$112.6M RAUM · 1 reps · 626-800-3864
95
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC — (WAYNE, PA) is newly SEC-registered with $124.2M RAUM and 3 advisory reps. IAPD ↗
$124.2M RAUM · 3 reps · 267-923-0004 · villanovainvestco.com
95
BOLT FINANCIAL GROUP, INC — (WORTHINGTON, OH) is newly SEC-registered with $107.6M RAUM and 4 advisory reps. IAPD ↗
$107.6M RAUM · 4 reps · 614-635-0102
95
LIFEPOINT PLANNING — (SCHAUMBURG, IL) is newly SEC-registered with $118.9M RAUM and 3 advisory reps. IAPD ↗
$118.9M RAUM · 3 reps · 844-505-3618
95
BENCHMARK FINANCIAL, LLC — (GREENVILLE, DE) is newly SEC-registered with $100.3M RAUM and 3 advisory reps. IAPD ↗
$100.3M RAUM · 3 reps · 302-635-9760 · benchmarkfg.com
95
OUI FINANCIAL — (location n/a) is newly SEC-registered with $101.4M RAUM and 3 advisory reps. IAPD ↗
$101.4M RAUM · 3 reps · 415-994-9767
95
PLUS GROUP WEALTH ADVISORS, LLC — (BELGIUM, WI) is newly SEC-registered with $137.1M RAUM and 3 advisory reps. IAPD ↗
$137.1M RAUM · 3 reps · 262-285-7654 · myplusgroup.com
95
WRIGHT WEALTH STRATEGIES, LLC — (SAN LUIS OBISPO, CA) is newly SEC-registered with $127.6M RAUM and 1 advisory reps. IAPD ↗
$127.6M RAUM · 1 reps · 805-592-1221 · wrightws.com
95
21 WEST WEALTH MANAGEMENT LLC — (TUSTIN, CA) is newly SEC-registered with $106.9M RAUM and 2 advisory reps. IAPD ↗
$106.9M RAUM · 2 reps · 949-774-2121
95
ARBORFI ADVISORS, LLC — (ANN ARBOR, MI) is newly SEC-registered with $114.2M RAUM and 2 advisory reps. IAPD ↗
$114.2M RAUM · 2 reps · 734-345-6980
95
EUDAIMONIA WEALTH — (BUFFALO, NY) is newly SEC-registered with $28.5M RAUM and 1 advisory reps. IAPD ↗
$28.5M RAUM · 1 reps · (716) 362-1182 · eudwealth.com
95
OPTIMA CAPITAL MANAGEMENT — (TEMPE, AZ) is newly SEC-registered with $116.5M RAUM and 4 advisory reps. IAPD ↗
$116.5M RAUM · 4 reps · 480-757-9052
95
CORAL WEALTH MANAGEMENT, LLC — (MIAMI, FL) is newly SEC-registered with $104.1M RAUM and 1 advisory reps. IAPD ↗
$104.1M RAUM · 1 reps · 305-671-3914
95
CHESTNUT STREET INVESTMENT COUNSEL, LLC — (LANCASTER, PA) is newly SEC-registered with $104.1M RAUM and 3 advisory reps. IAPD ↗
$104.1M RAUM · 3 reps · 717-947-3850
95
HARBOR HILLS FINANCIAL ADVISORS — (MONTECITO, CA) is newly SEC-registered with $116.0M RAUM and 3 advisory reps. IAPD ↗
$116.0M RAUM · 3 reps · 805-698-8172 · harborhillsinc.com
95
ALTAMIRA FINANCIAL GROUP, LLC — (SANTA FE, NM) is newly SEC-registered with $115.9M RAUM and 3 advisory reps. IAPD ↗
$115.9M RAUM · 3 reps · 505-477-3334
95
PLAN2THRIVE FINANCIAL — (ELDRIDGE, IA) is newly SEC-registered with $119.3M RAUM and 5 advisory reps. IAPD ↗
$119.3M RAUM · 5 reps · 563-323-5790 · plan2thrivefs.com
95
CALCULATED WEALTH — (MADISON, WI) is newly SEC-registered with $129.0M RAUM and 4 advisory reps. IAPD ↗
$129.0M RAUM · 4 reps · 608-400-4072 · calcwealth.com
95
TSG ALPHA PARTNERS, LLC — (RONKONKOMA, NY) is newly SEC-registered with $74.5M RAUM and 6 advisory reps. IAPD ↗
$74.5M RAUM · 6 reps · 631-403-5364 · tsgalphapartners.com
95
VERUS WEALTH MANAGEMENT — (DE PERE, WI) is newly SEC-registered with $117.6M RAUM and 1 advisory reps. IAPD ↗
$117.6M RAUM · 1 reps · 920-328-0793 · veruswealthmgmt.com
95
HOBBS WEALTH MANAGEMENT — (ZIONSVILLE, IN) is newly SEC-registered with $116.5M RAUM and 1 advisory reps. IAPD ↗
$116.5M RAUM · 1 reps · 317-559-2940 · hobbswealth.com
95
PLAN TO PROSPER WEALTH MANAGEMENT — (ORMOND BEACH, FL) is newly SEC-registered with $149.1M RAUM and 1 advisory reps. IAPD ↗
$149.1M RAUM · 1 reps · 386-271-2127 · myplantoprosper.com
95
OPENVEST — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 212-523-0920 · openvest.co
95
SOUND ADVISORY — (location n/a) is newly SEC-registered with $69.9M RAUM and 5 advisory reps. IAPD ↗
$69.9M RAUM · 5 reps · (208)254-0142
95
AVISE FINANCIAL — (LOS ANGELES, CA) is newly SEC-registered with $125.9M RAUM and 4 advisory reps. IAPD ↗
$125.9M RAUM · 4 reps · 310-807-5778
95
BALANCE WEALTH — (COLUMBUS, OH) is newly SEC-registered with $187.6M RAUM and 4 advisory reps. IAPD ↗
$187.6M RAUM · 4 reps · (216) 965-5045 · balancewealth.com
95
AVIATOR'S WEALTH MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 1 (352) 763-3335 · aviatorswealth.com
95
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS — (PROVO, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 801-932-0311
95
ELITE WEALTH MANAGEMENT, INC. — (PLOVER, WI) is newly SEC-registered with $153.4M RAUM and 4 advisory reps. IAPD ↗
$153.4M RAUM · 4 reps · 715-341-8899 · eliteretirementgroup.com
95
HONEOYE FALLS CAPITAL LLC — (HONEOYE FALLS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 585-624-1790
95
MADRID WEALTH MANAGEMENT — (ALBUQUERQUE, NM) is newly SEC-registered with $127.3M RAUM and 2 advisory reps. IAPD ↗
$127.3M RAUM · 2 reps · 505-633-5332 · madridwealthandtax.com
95
COQUINA PRIVATE WEALTH ADVISORS — (PORT CHARLOTTE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 941-206-5120 · coquinaprivatewealth.com
95
PROSPER PRIVATE WEALTH — (MESA, AZ) is newly SEC-registered with $112.7M RAUM and 3 advisory reps. IAPD ↗
$112.7M RAUM · 3 reps · 888.404.3042 · prosperpw.com
95
STATERA WEALTH MANAGEMENT — (ST. GEORGE, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 435-673-6350 · staterawealth.com
95
MATTERS CAPITAL LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (305) 528-3701
95
SANTARA WEALTH MANAGEMENT LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 619-836-9495 · santarawealth.com
95
WING — (NEWPORT BEACH, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 9492099584 · wing.app
95
PARKWAY WEALTH MANAGEMENT GROUP, LLC — (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 16 advisory reps. IAPD ↗
$0 RAUM · 16 reps · 972-502-9340 · parkwayteam.com
95
BASECAMP WEALTH ADVISORS, LLC — (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 425-553-0031 · basecampwealthadvisors.com
95
ARGO WEALTH ADVISORY, LLC — (VIENNA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 617-800-0388
95
ANCHOR POINT FINANCIAL — (BAKERSFIELD, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 661-484-7712
95
SYNERGY CAPITAL — (FORT COLLINS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 970-837-3088 · synergy-colorado.com
95
EXPATRIATE FINANCIAL STRATEGIES LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 702-785-1246
95
ILLUMINATE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $600 RAUM and 1 advisory reps. IAPD ↗
$600 RAUM · 1 reps · 518-421-6376 · illuminateinvesting.com
95
CAPSTONE RIA — (BELLINGHAM, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 877-739-6007 · capstoneria.com
95
PRESINT ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (858) 379-2236
95
STEADTRUST — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 972-876-8422
95
BETTEREDGE CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered with $75.0M RAUM and 1 advisory reps. IAPD ↗
$75.0M RAUM · 1 reps · 212-249-8405 · betteredge.com
95
NJORD CAPITAL, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 704-309-2052
95
PERSIMMON CAPITAL MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 215-815-4587
95
ARROW INVESTMENT MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 203-247-7033
95
RIVER CRESCENT ADVISORS, LLC — (SUFFOLK, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 617-800-0388
95
STORGATE, 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) 690-7972 · storgate.com
95
WILKERSON ADVISORY GROUP LLC — (COLUMBIA, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 573 400 6101
95
TRUMAN WEALTH ADVISORS — (COLUMBIA, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 573-227-2077 · trumanwealthadvisors.com
95
EXCELSIOR ADVISOR NETWORK LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 773-331-4692 · excelsioradvisor.com
95
ANGLIN INVESTMENT PARTNERS, LLC — (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 912-655-5481 · anglinpartners.com
95
AP INVESTMENT MANAGEMENT — (MOUNTAIN VIEW, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 650-618-1091
95
BRANCHES + ROOTS INVESTMENT MANAGEMENT — (SARATOGA SPRINGS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 518-633-1158
95
PRAESTANTIA CAPITAL, LLC — (SAN ANTONIO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 210-852-7206 · praestantia-capital.com
95
LIGHTCAP FINANCIAL GROUP, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 619-489-0575
95
BRAYPARK WEALTH MANAGEMENT — (COSTA MESA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 714-420-9277 · brayparkwealth.com
85
EDWARD JONES — grew from 21219 to 22226 advisory reps. IAPD ↗
$824.99B RAUM · 22226 reps · 314-515-2000 · edwardjones.ca
85
AEGIS CAPITAL CORP. — grew from 63 to 90 advisory reps. IAPD ↗
$1.43B RAUM · 90 reps · 212-813-1010 · aegiscapcorp.com
85
CITIZENS SECURITIES, INC. — grew from 380 to 400 advisory reps. IAPD ↗
$9.19B RAUM · 400 reps · 1-800-942-8300 · citizensbank.com
85
CREATIVE PLANNING — grew from 1210 to 1319 advisory reps. IAPD ↗
$217.40B RAUM · 1319 reps · (866) 909-5148
85
TRANSAMERICA RETIREMENT ADVISORS, LLC — grew from 126 to 159 advisory reps. IAPD ↗
$16.16B RAUM · 159 reps · 866-368-0566 · transamerica.com
85
FISHER INVESTMENTS — grew from 1613 to 1869 advisory reps. IAPD ↗
$298.73B RAUM · 1869 reps · 800-851-8845
85
SEQUOIA FINANCIAL GROUP, L.L.C. — grew from 144 to 168 advisory reps. IAPD ↗
$23.03B RAUM · 168 reps · 330-375-9480
85
SCS CAPITAL MANAGEMENT LLC — grew from 45 to 78 advisory reps. IAPD ↗
$39.64B RAUM · 78 reps · 617-204-6400
85
MERIT FINANCIAL ADVISORS — grew from 117 to 144 advisory reps. IAPD ↗
$10.58B RAUM · 144 reps · 678-867-7050 · meritfa.com
85
AVIOR WEALTH MANAGEMENT, LLC — grew from 97 to 113 advisory reps. IAPD ↗
$5.08B RAUM · 113 reps · 402-218-4064
85
FOCUS PARTNERS WEALTH, LLC — grew from 730 to 765 advisory reps. IAPD ↗
$21.47B RAUM · 765 reps · 617-723-8200
85
HOMRICH BERG — grew from 80 to 95 advisory reps. IAPD ↗
$18.59B RAUM · 95 reps · 404-264-1400 · homrichbergfamilyoffice.com
85
LRI INVESTMENTS — grew from 12 to 29 advisory reps. IAPD ↗
$1.13B RAUM · 29 reps · 561-323-2265
84
TCI WEALTH ADVISORS, INC. — grew from 27 to 41 advisory reps. IAPD ↗
$4.09B RAUM · 41 reps · 520-733-1477
82
CX INSTITUTIONAL, LLC — grew from 47 to 59 advisory reps. IAPD ↗
$3.34B RAUM · 59 reps · 260-927-1830 · personalwealthpartners.com
81
NORTHROCK PARTNERS, LLC — grew from 39 to 50 advisory reps. IAPD ↗
$6.60B RAUM · 50 reps · (612) 367-8800 · facebook.comhttps
81
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — grew from 35 to 46 advisory reps. IAPD ↗
$1.47B RAUM · 46 reps · (360) 308-8239 · jackthomasfinancial.com
80
BROOKSTONE WEALTH ADVISORS, LLC — grew from 225 to 244 advisory reps. IAPD ↗
$0 RAUM · 244 reps · 6306531400 · retirementwealthseminar.com
80
KINGSVIEW WEALTH MANAGEMENT, LLC — grew from 85 to 95 advisory reps. IAPD ↗
$6.75B RAUM · 95 reps · 312-870-6701
80
IRONVINE CAPITAL PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$1.10B RAUM · 6 reps · 402-916-1702 · ironvinecapital.com
79
SAX WEALTH ADVISORS, LLC — grew from 15 to 24 advisory reps. IAPD ↗
$2.44B RAUM · 24 reps · 973-859-2199
79
GOLDEN RESERVE RETIREMENT, LLC — grew from 6 to 17 advisory reps. IAPD ↗
$310.9M RAUM · 17 reps · 855-456-4777 · goldenreserve.com
79
THE NORDEN GROUP LLC — grew from 12 to 21 advisory reps. IAPD ↗
$1.74B RAUM · 21 reps · 801-331-5511
79
GUERRA WEALTH ADVISORS — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$260.0M RAUM · 10 reps · 305-448-1011 · guerrawealth.com
78
BRADLEY FOSTER & SARGENT INC — grew from 17 to 25 advisory reps. IAPD ↗
$7.68B RAUM · 25 reps · 860-527-8050 · bfsinvest.com
78
PBMARES WEALTH MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$1.30B RAUM · 15 reps · 757.229.7180
78
JEFFERIES INVESTMENT ADVISERS LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$3.40B RAUM · 100 reps · 212-284-2300 · jefferies.com
78
MENGIS CAPITAL MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$899.1M RAUM · 6 reps · 503-916-0776 · mengiscapital.com
78
TORREY GROWTH & INCOME ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$322.2M RAUM · 2 reps · 760-274-2744
78
TONY WALKER FINANCIAL — now offers financial planning (Item 5G(1)). IAPD ↗
$312.8M RAUM · 4 reps · 270-843-9380 · tonywalkerfinancial.com
78
MKT ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$422.6M RAUM · 4 reps · (760) 658-8780
77
CORDA INVESTMENT MANAGEMENT, LLC — grew from 18 to 25 advisory reps. IAPD ↗
$1.73B RAUM · 25 reps · 713-439-0665 · cordamanagement.com
76
COOPER MCMANUS — grew from 38 to 44 advisory reps. IAPD ↗
$2.56B RAUM · 44 reps · 800-516-5333
76
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — grew from 118 to 124 advisory reps. IAPD ↗
$2.21B RAUM · 124 reps · 407-254-1500 · iaac.com
76
ELWOOD & GOETZ — grew from 18 to 26 advisory reps. IAPD ↗
$813.0M RAUM · 26 reps · 706-548-1025
76
BANKERS LIFE ADVISORY SERVICES, INC. — grew from 378 to 384 advisory reps. IAPD ↗
$1.94B RAUM · 384 reps · 844-553-9083 · bankerslife.com
76
LIFEWORKS ADVISORS, LLC — grew from 25 to 33 advisory reps. IAPD ↗
$742.3M RAUM · 33 reps · (616) 200-6512 · brightadvisers.com
76
OCTAVIA WEALTH ADVISORS LLC — grew from 28 to 34 advisory reps. IAPD ↗
$1.79B RAUM · 34 reps · (513) 762-7701
76
HILTON HEAD CAPITAL PARTNERS, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$253.8M RAUM · 3 reps · 843-790-7573
76
PETROS FAMILY WEALTH, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$274.5M RAUM · 6 reps · (612) 643-9995 · petrosfw.com
76
ROSSBY FINANCIAL, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$358.6M RAUM · 2 reps · 321-209-0111
76
NECTARINE — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 25 reps · (858) 779-0115 · hellonectarine.com
76
FPNAVIGATORS — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$289.1M RAUM · 5 reps · 763-265-4450 · fpnavigators.com
75
CFM ADVISORS INC — reported RAUM up 100% ($1.75B -> $3.49B). IAPD ↗
$3.49B RAUM · 4 reps · 631.657.2135 · cfmadvisorsinc.com
75
PINKERTON WEALTH PARTNERS — grew from 12 to 17 advisory reps. IAPD ↗
$1.25B RAUM · 17 reps · 800-634-2008
75
B.O.S.S. RETIREMENT ADVISORS, LLC — grew from 36 to 41 advisory reps. IAPD ↗
$1.06B RAUM · 41 reps · 801-990-5055 · getmorewithboss.com
75
AWH FINANCIAL, LLC — grew from 34 to 44 advisory reps. IAPD ↗
$0 RAUM · 44 reps · 610-660-4283
75
TEAM HEWINS, LLC — grew from 13 to 18 advisory reps. IAPD ↗
$3.43B RAUM · 18 reps · 650-620-3040 · teamhewins.com
75
CORNERSTONE PLANNING GROUP — grew from 8 to 15 advisory reps. IAPD ↗
$650.0M RAUM · 15 reps · 973-487-3220 · cspgllc.com
75
PINE GROVE FINANCIAL GROUP — grew from 8 to 13 advisory reps. IAPD ↗
$1.25B RAUM · 13 reps · 651 714 0323
75
MORAN WEALTH MANAGEMENT, LLC — grew from 26 to 31 advisory reps. IAPD ↗
$4.74B RAUM · 31 reps · 239-920-4440
75
CONCURRENT INVESTMENT ADVISORS, LLC — grew from 132 to 137 advisory reps. IAPD ↗
$6.26B RAUM · 137 reps · (813) 575-2652 · eaglecapadvisors.com
75
SPARTAN WEALTH MANAGEMENT — grew from 8 to 15 advisory reps. IAPD ↗
$406.6M RAUM · 15 reps · 248-297-6600 · spartanwealth.com
75
WGI DM, LLC — 's provisional registration is now fully approved. IAPD ↗
$4.25B RAUM · 7 reps · 617-428-4040
75
EDWARD JONES — reports More than 500 financial-planning clients, up from 11-25. IAPD ↗
$824.99B RAUM · 22226 reps · 314-515-2000 · edwardjones.ca
75
STRATEGIC ADVISORY SERVICES, L.L.C. — now offers financial planning (Item 5G(1)). IAPD ↗
$168.3M RAUM · 3 reps · 713-977-3800
75
INTEGRAS PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$232.0M RAUM · 3 reps · 404-941-2800 · integraspartners.com
75
YOFFE INVESTMENT MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$149.7M RAUM · 1 reps · 717-343-1120
75
FINHABITS ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$96.1M RAUM · 1 reps · 212-596-7292
75
DIMENSIONS WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$139.3M RAUM · 1 reps · (916) 330 - 4108 · dimensionswm.com
75
TELSEY CONSUMER FUND MANAGEMENT LP — now offers financial planning (Item 5G(1)). IAPD ↗
$41.5M RAUM · 1 reps · 212-973-9700
75
DAYTONA STREET CAPITAL — now offers financial planning (Item 5G(1)). IAPD ↗
$161.4M RAUM · 4 reps · 314-727-9479
75
WALLEYE PARTNERS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$201.1M RAUM · 2 reps · (608) 332-8434 · walleyepartners.com
74
FALCON WEALTH PLANNING, INC. — grew from 18 to 22 advisory reps. IAPD ↗
$1.16B RAUM · 22 reps · 855-963-2526
74
SAGE MOUNTAIN ADVISORS, LLC — grew from 12 to 16 advisory reps. IAPD ↗
$3.36B RAUM · 16 reps · (404) 795-8361
74
THE LIFE WEALTH GROUP — grew from 0 to 9 advisory reps. IAPD ↗
$177.7M RAUM · 9 reps · 407-299-4129 · thelifewealthgroup.com
73
KEYSTONE GLOBAL PARTNERS LLC — reported RAUM up 100% ($212.7M -> $424.5M). IAPD ↗
$424.5M RAUM · 2 reps · 646-998-8141
73
6TH STREET ADVISORS, LLC — reported RAUM up 145% ($110.7M -> $270.8M). IAPD ↗
$270.8M RAUM · 2 reps · 251-422-3108 · 6thstreetadvisors.com
73
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC — reported RAUM up 104% ($152.2M -> $310.3M). IAPD ↗
$310.3M RAUM · 2 reps · 440-477-8913 · kirtlandhillscapital.com
73
GUERRA WEALTH ADVISORS — reported RAUM up 87% ($139.0M -> $260.0M). IAPD ↗
$260.0M RAUM · 10 reps · 305-448-1011 · guerrawealth.com
73
BALLINA CAPITAL, LLC — reported RAUM up 194% ($111.9M -> $329.4M). IAPD ↗
$329.4M RAUM · 2 reps · 424-835-2744
73
CORDIS FINANCIAL, LLC — reported RAUM up 75% ($181.3M -> $317.6M). IAPD ↗
$317.6M RAUM · 5 reps · (612) 268-2620
73
DURATION ASSET MANAGEMENT, LLC — reported RAUM up 174% ($170.8M -> $467.3M). IAPD ↗
$467.3M RAUM · 2 reps · (214) 420-0300
73
GUIDED CAPITAL WEALTH MANAGEMENT, LLC — reported RAUM up 124% ($111.6M -> $250.2M). IAPD ↗
$250.2M RAUM · 3 reps · 832-975-0710 · guidedcapitalwealth.com
73
NEXUS338 — reported RAUM up 170% ($130.5M -> $351.8M). IAPD ↗
$351.8M RAUM · 1 reps · 571-348-0800 · nexus338.com
73
DISCIPLINE WEALTH SOLUTIONS, INC. — reported RAUM up 240% ($93.0M -> $316.3M). IAPD ↗
$316.3M RAUM · 14 reps · 864-322-6046 · stahlneckergroup.com
73
AMERITY WEALTH MANAGEMENT, LLC — reported RAUM up 97% ($141.0M -> $277.3M). IAPD ↗
$277.3M RAUM · 16 reps · (863) 683-1750 · ameritywm.com
73
ROSSBY FINANCIAL, LLC — reported RAUM up 234% ($107.3M -> $358.6M). IAPD ↗
$358.6M RAUM · 2 reps · 321-209-0111
73
ORCHID ADVISORY — reported RAUM up 114% ($124.7M -> $266.2M). IAPD ↗
$266.2M RAUM · 2 reps · 704-763-2776
73
CAPITAL A WEALTH MANAGEMENT — reported RAUM up 176% ($149.2M -> $412.3M). IAPD ↗
$412.3M RAUM · 9 reps · 724-658-4211
73
MKT AND ASSOCIATES LLC — reported RAUM up 144% ($113.0M -> $275.5M). IAPD ↗
$275.5M RAUM · 1 reps · 253-252-2359
73
ARC ADVISORY LLC — reported RAUM up 307% ($108.2M -> $440.5M). IAPD ↗
$440.5M RAUM · 9 reps · (510) 213-8085 · joinarc.com
73
PINVEST — reported RAUM up 143% ($113.4M -> $276.0M). IAPD ↗
$276.0M RAUM · 1 reps · 305-350-6115
73
HEWELL FINANCIAL GROUP, INC. — reported RAUM up 4115% ($6.8M -> $285.6M). IAPD ↗
$285.6M RAUM · 1 reps · (530) 400-4851 · hewellfinancial.com
73
GREENWOOD GEARHART INC. — grew from 8 to 11 advisory reps. IAPD ↗
$1.64B RAUM · 11 reps · 479-521-5353 · greenwoodgearhart.com
73
NADLER FINANCIAL GROUP, INC. — grew from 13 to 16 advisory reps. IAPD ↗
$1.92B RAUM · 16 reps · 847-940-4040 · nadlerfinancial.com
73
ONE WEALTH ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
$1.05B RAUM · 12 reps · (415) 729-1770 · onewealth.net
73
MIDWEST FINANCIAL PARTNERS — grew from 6 to 9 advisory reps. IAPD ↗
$1.26B RAUM · 9 reps · 320-251-3752
73
CHICAGO CAPITAL, LLC — grew from 10 to 13 advisory reps. IAPD ↗
$4.48B RAUM · 13 reps · 312-429-2333
73
CANOPY WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
$1.47B RAUM · 13 reps · 608-662-9018 · canopy-wealth.com
73
SPARTAN WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
$406.6M RAUM · 15 reps · 248-297-6600 · spartanwealth.com
73
INDIVISIBLE PARTNERS — 's provisional registration is now fully approved. IAPD ↗
$298.6M RAUM · 3 reps · 732-306-5490 · indivisible.com
73
1808 CAPITAL PARTNERS — 's provisional registration is now fully approved. IAPD ↗
$651.0M RAUM · 5 reps · 336-814-9800 · 1808capital.com
73
FPNAVIGATORS — 's provisional registration is now fully approved. IAPD ↗
$289.1M RAUM · 5 reps · 763-265-4450 · fpnavigators.com
73
PITCAIRN WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$775.8M RAUM · 2 reps · 215-881-6144 · pitcairn.com
73
CHICAGO OAKBROOK FINANCIAL GROUP — 's provisional registration is now fully approved. IAPD ↗
$907.3M RAUM · 8 reps · (630) 954-5572 · cofgroup.com
73
HEWELL FINANCIAL GROUP, INC. — 's provisional registration is now fully approved. IAPD ↗
$285.6M RAUM · 1 reps · (530) 400-4851 · hewellfinancial.com
73
PIEDMONT WEALTH ADVISORY — 's provisional registration is now fully approved. IAPD ↗
$267.8M RAUM · 3 reps · (571) 313-5125 · piedmontwealthadvisory.com
73
JDH WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$483.1M RAUM · 2 reps · (707) 542-1110 · jdhwealth.com
73
TRANSITION FINANCIAL ADVISORS GROUP, INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$261.5M RAUM · 3 reps · (480) 722-9414 · transitionfinancial.ca
73
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$164.2M RAUM · 3 reps · 866-785-5350 · retirewithlonestar.com
73
MAXWELL WEALTH — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$290.0M RAUM · 3 reps · 925-523-3288
73
RAI WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$408.6M RAUM · 6 reps · 6307338434 · raiwealth.com
73
TEXAS FAMILY WEALTH, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$228.8M RAUM · 3 reps · (281) 482-3100 · texasfamilywealth.com
73
ADAPT WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$327.8M RAUM · 6 reps · 404-594-5559 · adaptwealthadvisors.com
72
COOPER MCMANUS — reported RAUM up 63% ($1.58B -> $2.56B). IAPD ↗
$2.56B RAUM · 44 reps · 800-516-5333
72
BEAR CREEK ASSET MANAGEMENT, LLC — reported RAUM up 61% ($4.64B -> $7.46B). IAPD ↗
$7.46B RAUM · 8 reps · 303-459-7333 · bearcreekam.com
72
BROOKER WEALTH MANAGEMENT — grew from 3 to 7 advisory reps. IAPD ↗
$592.4M RAUM · 7 reps · 510-638-1815 · brooker-cpa.com
72
THE HARBOR GROUP, INC. — grew from 7 to 9 advisory reps. IAPD ↗
$1.73B RAUM · 9 reps · 603-668-0634
72
SHEETS SMITH WEALTH MANAGEMENT — grew from 10 to 12 advisory reps. IAPD ↗
$1.24B RAUM · 12 reps · 336-765-2020 · sheetssmith.com
72
KEELER THOMAS MANAGEMENT LLC — grew from 5 to 9 advisory reps. IAPD ↗
$379.3M RAUM · 9 reps · 801-226-0800 · keelerthomas.com
72
HOLLAND ADVISORY SERVICES, INC. — grew from 7 to 11 advisory reps. IAPD ↗
$263.5M RAUM · 11 reps · 386-671-7526
72
TRIANGLE WEALTH MANAGEMENT — grew from 9 to 11 advisory reps. IAPD ↗
$1.20B RAUM · 11 reps · 919-838-3221
72
GARDE CAPITAL, INC. — grew from 9 to 11 advisory reps. IAPD ↗
$2.26B RAUM · 11 reps · 206-552-7900 · gardecapital.com
72
WALKNER CONDON FINANCIAL ADVISORS LLC — grew from 9 to 13 advisory reps. IAPD ↗
$732.8M RAUM · 13 reps · 608-234-4127
72
INSPIRE INVESTING, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$2.86B RAUM · 4 reps · (877) 658-9473
72
PAUL R. RIED FINANCIAL GROUP, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$1.06B RAUM · 9 reps · 425-646-6777
72
ASTRA WEALTH MANAGEMENT GROUP — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$1.30B RAUM · 10 reps · 972-464-1571
71
KIKER WEALTH MANAGEMENT, LLC — reported RAUM up 66% ($161.5M -> $268.6M). IAPD ↗
$268.6M RAUM · 3 reps · 706-253-7285
71
DAYMARK WEALTH PARTNERS, LLC — reported RAUM up 57% ($2.50B -> $3.94B). IAPD ↗
$3.94B RAUM · 19 reps · 513-838-2520
71
ARCHER INVESTMENT MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
$308.9M RAUM · 5 reps · 800-840-5946 · archerim.com
71
MIRAMONTES CAPITAL, LLC — grew from 4 to 7 advisory reps. IAPD ↗
$296.3M RAUM · 7 reps · 1-800-460-1595
71
FLAGSTONE FINANCIAL MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗
$375.2M RAUM · 6 reps · 402-413-0440
71
PRIVATE WEALTH SOLUTIONS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
$403.3M RAUM · 4 reps · 818-264-0600 · privatewealthsolutions.com
71
SANDBOX FINANCIAL PARTNERS, LLC — grew from 5 to 8 advisory reps. IAPD ↗
$575.2M RAUM · 8 reps · (301) 214-4190
71
FOURPATH CAPITAL MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗
$931.1M RAUM · 6 reps · (405) 253-6080 · fourpath.com
71
ACORN CREEK CAPITAL LLC — grew from 3 to 6 advisory reps. IAPD ↗
$426.4M RAUM · 6 reps · 970-818-4820 · acorncreekcapital.com
71
EVERPAR ADVISORS LLC — grew from 5 to 8 advisory reps. IAPD ↗
$488.5M RAUM · 8 reps · 918-221-9290 · everpar.com
71
ARGENTARII, LLC — grew from 2 to 5 advisory reps. IAPD ↗
$293.8M RAUM · 5 reps · 5134881600 · argentarii.com
70
COSTELLO ASSET MANAGEMENT, INC. — reported RAUM up 63% ($212.9M -> $347.9M). IAPD ↗
$347.9M RAUM · 4 reps · 215 856 9290 · costelloassetmanagement.com
70
POINCIANA ADVISORS GROUP, LLC — reported RAUM up 60% ($210.1M -> $336.3M). IAPD ↗
$336.3M RAUM · 1 reps · 561-296-0100 · poincianagroup.com
70
ASSET STRATEGY ADVISORS, LLC — reported RAUM up 65% ($557.0M -> $917.8M). IAPD ↗
$917.8M RAUM · 8 reps · 781-235-4426
70
OPTIMUS CAPITAL ADVISORS, LLC — reported RAUM up 90% ($129.1M -> $245.1M). IAPD ↗
$245.1M RAUM · 2 reps · 972-745-7704 · optimusca.com
70
SAGE MOUNTAIN ADVISORS, LLC — reported RAUM up 54% ($2.19B -> $3.36B). IAPD ↗
$3.36B RAUM · 16 reps · (404) 795-8361
70
BERGER FINANCIAL GROUP — reported RAUM up 51% ($1.66B -> $2.50B). IAPD ↗
$2.50B RAUM · 54 reps · 763-746-2666 · indfinco.com
70
FOREFRONT — reported RAUM up 103% ($118.2M -> $239.8M). IAPD ↗
$239.8M RAUM · 7 reps · 512-617-1984
70
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — reported RAUM up 85% ($117.2M -> $217.1M). IAPD ↗
$217.1M RAUM · 4 reps · 971-371-3444 · meritwealth.com
70
OLISTICO WEALTH, LLC — reported RAUM up 61% ($201.8M -> $325.8M). IAPD ↗
$325.8M RAUM · 4 reps · 918-863-2005 · olisticowealth.com
70
MONTHIE WEALTH ADVISORS — reported RAUM up 88% ($29.4M -> $55.3M). IAPD ↗
$55.3M RAUM · 2 reps · 518-786-3534
70
HERITAGE OAK WEALTH ADVISORS — reported RAUM up 63% ($177.8M -> $289.9M). IAPD ↗
$289.9M RAUM · 5 reps · (479) 230-3113
70
FREC — reported RAUM up 1318% ($8.4M -> $119.2M). IAPD ↗
$119.2M RAUM · 1 reps · 855-900-3732 · frec.com
70
CATALYST WEALTH MANAGEMENT LLC — reported RAUM up 132% ($20.6M -> $47.7M). IAPD ↗
$47.7M RAUM · 14 reps · 832-657-7735 · catalystfg.com
70
CORNERSTONE ALTERNATIVES — reported RAUM up 76% ($103.3M -> $181.4M). IAPD ↗
$181.4M RAUM · 2 reps · 864-202-4920 · cornerstonealternatives.com
70
WHITWELL ADVISORS — reported RAUM up 103% ($55.4M -> $112.6M). IAPD ↗
$112.6M RAUM · 6 reps · 512-766-7775
70
RAINIER FAMILY WEALTH, INC. — reported RAUM up 122% ($107.2M -> $237.7M). IAPD ↗
$237.7M RAUM · 2 reps · 253-448-2107
70
PARK SQUARE FINANCIAL GROUP LLC — reported RAUM up 93% ($107.8M -> $208.2M). IAPD ↗
$208.2M RAUM · 6 reps · 770-641-1401
70
RICHARDS MERRILL WEALTH MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
$514.5M RAUM · 10 reps · 509-624-3174 · rmwealthmgmt.com
70
FIERSTON FINANCIAL GROUP INC — grew from 2 to 4 advisory reps. IAPD ↗
$942.6M RAUM · 4 reps · 860-521-2100
70
WINANS INVESTMENTS — grew from 2 to 4 advisory reps. IAPD ↗
$330.1M RAUM · 4 reps · 800-494-6267
70
PARAGON CAPITAL MANAGEMENT LLC — grew from 6 to 8 advisory reps. IAPD ↗
$633.1M RAUM · 8 reps · 913-451-2254
70
ALPHA CAPITAL MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
$766.3M RAUM · 6 reps · 512-322-9318 · alphacapm.com
70
WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. — grew from 9 to 11 advisory reps. IAPD ↗
$445.5M RAUM · 11 reps · 317-872-5090
70
SCOTT MARSH FINANCIAL, LLC — grew from 1 to 6 advisory reps. IAPD ↗
$230.0M RAUM · 6 reps · 801-272-4677
70
WEALTHEDGE INVESTMENT ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
$401.5M RAUM · 6 reps · 212-687-3600 · wealthedge.com
70
FINANCIAL LIFE ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
$345.8M RAUM · 8 reps · 210-918-8998 · fladvisors.com
70
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$350.1M RAUM · 5 reps · 386-253-1980 · kswwealthmanagement.com
70
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$402.8M RAUM · 7 reps · 952-831-8243 · brettmachtig.com
70
BALLENTINE CAPITAL ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
$262.3M RAUM · 5 reps · 864-322-6046 · plus.google.com
70
PRECISION FINANCIAL SERVICES — grew from 9 to 11 advisory reps. IAPD ↗
$367.7M RAUM · 11 reps · 973-927-6300 · precisionfinancialservices.com
70
FIRST FINANCIAL COACHING, INC. — grew from 8 to 10 advisory reps. IAPD ↗
$279.7M RAUM · 10 reps · 586-463-1880 · firstfinancialcoach.com
70
BLACKHAWK CAPITAL PARTNERS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$336.4M RAUM · 8 reps · 262-242-4487
70
VERDAD ADVISERS, L.P. — grew from 4 to 6 advisory reps. IAPD ↗
$867.3M RAUM · 6 reps · 202-251-6707
70
DIVERSIFI CAPITAL LLC — grew from 7 to 9 advisory reps. IAPD ↗
$456.9M RAUM · 9 reps · 650-632-5667 · diversificapital.com
70
PREMIA GLOBAL ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$299.7M RAUM · 3 reps · (786) 646-9140
70
SITRIN CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$326.2M RAUM · 6 reps · (424) 777-4400 · sitrincapital.com
70
MRA ADVISORY GROUP — grew from 6 to 8 advisory reps. IAPD ↗
$293.6M RAUM · 8 reps · 844.672.7623
70
ARKFELD WEALTH STRATEGIES, L.L.C. — grew from 3 to 5 advisory reps. IAPD ↗
$478.9M RAUM · 5 reps · 402-933-1970 · arkfeldwealth.com
70
CORDIS FINANCIAL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$317.6M RAUM · 5 reps · (612) 268-2620
70
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$599.0M RAUM · 4 reps · (614) 591-4515
70
PROSPERITY PLANNING — grew from 8 to 10 advisory reps. IAPD ↗
$465.0M RAUM · 10 reps · 816-587-7526 · prosperityplanninginc.com
70
MY PERSONAL CFO, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$334.4M RAUM · 3 reps · 503-912-2090
70
LEGACY WEALTH MANAGEMENT, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$421.1M RAUM · 3 reps · 601-499-1970 · mylegacy.ms
70
BOOKENDS FINANCIAL PLANNING — grew from 3 to 5 advisory reps. IAPD ↗
$289.0M RAUM · 5 reps · 317-859-2502
70
BROWN | MILLER WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$827.9M RAUM · 9 reps · 703-972-1950 · brownmillerwm.com
70
EWA, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$559.0M RAUM · 7 reps · (412) 288-2363 · ewa-llc.com
70
RETIREMENT PLANNING GROUP, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$282.8M RAUM · 4 reps · (518) 580-1919
70
ROOTED WEALTH ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
$318.3M RAUM · 7 reps · 866.766.8332 · retirerwa.com
70
ENVISION FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
$252.0M RAUM · 4 reps · 262-354-7155 · envisionfinancial-llc.com
70
SOLIDARITY WEALTH, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$627.8M RAUM · 9 reps · 385-374-1665 · solidaritywealth.com
70
SINGER WEALTH ADVISORS LLC — grew from 10 to 12 advisory reps. IAPD ↗
$571.2M RAUM · 12 reps · 561-998-9985
70
STONEBROOK PRIVATE LLC — grew from 2 to 4 advisory reps. IAPD ↗
$794.2M RAUM · 4 reps · (248) 349-3027 · stonebrookprivate.com
70
TIDEMARK, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$344.6M RAUM · 8 reps · 888-791-0197
70
INDIVISIBLE PARTNERS — grew from 1 to 3 advisory reps. IAPD ↗
$298.6M RAUM · 3 reps · 732-306-5490 · indivisible.com
70
FPNAVIGATORS — grew from 3 to 5 advisory reps. IAPD ↗
$289.1M RAUM · 5 reps · 763-265-4450 · fpnavigators.com
70
LATHROP INVESTMENT MANAGEMENT COMPANY — grew from 2 to 4 advisory reps. IAPD ↗
$937.1M RAUM · 4 reps · 501-227-4930 · limc.com
70
RIVERBEND WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$233.0M RAUM · 3 reps · (843) 970-1049
70
ARBALPHA — 's provisional registration is now fully approved. IAPD ↗
$117.5M RAUM · 2 reps · 786-374-2620
70
MUNIFI, LLC — 's provisional registration is now fully approved. IAPD ↗
$20,000 RAUM · 1 reps · 310-729-3421 · munifi.app
70
WHITWELL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$112.6M RAUM · 6 reps · 512-766-7775
70
PLUM POINTE WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
$206.7M RAUM · 2 reps · 401-228-8258
70
STONEHAVEN WEALTH & TAX SOLUTIONS — 's provisional registration is now fully approved. IAPD ↗
$153.7M RAUM · 4 reps · 920-882-0427 · stonehavenwealth.com
70
THE LIFE WEALTH GROUP — 's provisional registration is now fully approved. IAPD ↗
$177.7M RAUM · 9 reps · 407-299-4129 · thelifewealthgroup.com
70
LOOMIS CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
$197.6M RAUM · 1 reps · 203-249-6431 · loomiscapitalmanagement.com
70
CATOCTIN RIDGE WEALTH PARTNER — 's provisional registration is now fully approved. IAPD ↗
$102.3M RAUM · 2 reps · 301-304-6004
70
GEN INVEST LLC — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 1 reps · 12817440716 · gencapita.com
70
WEALTH INTELLIGENCE, LLC — 's provisional registration is now fully approved. IAPD ↗
$243.9M RAUM · 3 reps · 706-571-2100 · wealthintel.com
70
TRITONPOINT PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗
$108.9M RAUM · 1 reps · 301-799-9001
70
WALLEYE PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
$201.1M RAUM · 2 reps · (608) 332-8434 · walleyepartners.com
70
IRC WEALTH — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$578.2M RAUM · 7 reps · 404-968-9348
70
SNOWBALL WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$130.5M RAUM · 3 reps · 303-666-6292
70
TRANSGLOBAL ADVISORY, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$46.8M RAUM · 26 reps · 626-447-7888 · transglobaladvisory.com
70
TOPEL & DISTASI WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$300.4M RAUM · 3 reps · 510-898-1270 · td-wm.com
70
SLOW CAPITAL, INC. — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$809.9M RAUM · 2 reps · 415-727-7569
70
INNOVATIVE WEALTH BUILDING LLC — reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
$525.0M RAUM · 8 reps · 240-237-8086
70
STONEHAVEN WEALTH & TAX SOLUTIONS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$153.7M RAUM · 4 reps · 920-882-0427 · stonehavenwealth.com
70
PITCAIRN WEALTH ADVISORS LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$775.8M RAUM · 2 reps · 215-881-6144 · pitcairn.com
70
PIEDMONT WEALTH ADVISORY — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$267.8M RAUM · 3 reps · (571) 313-5125 · piedmontwealthadvisory.com
69
GREENWOOD GEARHART INC. — reported RAUM up 48% ($1.11B -> $1.64B). IAPD ↗
$1.64B RAUM · 11 reps · 479-521-5353 · greenwoodgearhart.com
69
MERIT FINANCIAL ADVISORS — reported RAUM up 46% ($7.25B -> $10.58B). IAPD ↗
$10.58B RAUM · 144 reps · 678-867-7050 · meritfa.com
69
DIVERSIFI CAPITAL LLC — reported RAUM up 59% ($287.6M -> $456.9M). IAPD ↗
$456.9M RAUM · 9 reps · 650-632-5667 · diversificapital.com
69
MANUKA FINANCIAL — reported RAUM up 72% ($109.2M -> $187.5M). IAPD ↗
$187.5M RAUM · 1 reps · 804-293-0397
69
PROSPERA CAPITAL MANAGEMENT, LLC — reported RAUM up 56% ($188.2M -> $292.7M). IAPD ↗
$292.7M RAUM · 2 reps · 480-648-9369 · deterswealthmanagement.com
69
C2 PRIVATE WEALTH — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.18B RAUM · 11 reps · 248-567-6688 · retirementplanningedu.com
68
ELTEKON ADVISORS, LLC. — reported RAUM up 50% ($200.0M -> $300.0M). IAPD ↗
$300.0M RAUM · 7 reps · 512-477-3200 · eltekon.com
68
SAX WEALTH ADVISORS, LLC — reported RAUM up 40% ($1.74B -> $2.44B). IAPD ↗
$2.44B RAUM · 24 reps · 973-859-2199
68
SCHEAR INVESTMENT ADVISERS, LLC — reported RAUM up 70% ($139.5M -> $236.6M). IAPD ↗
$236.6M RAUM · 2 reps · 513-984-5700
68
TRAJAN WEALTH, L.L.C. — reported RAUM up 44% ($1.37B -> $1.97B). IAPD ↗
$1.97B RAUM · 38 reps · 480-990-3300
68
INSIGHT INVESTMENT COUNSEL — reported RAUM up 69% ($136.3M -> $230.0M). IAPD ↗
$230.0M RAUM · 4 reps · 310-426-6322 · insightinv.com
68
VISION RETIREMENT — reported RAUM up 69% ($142.1M -> $240.5M). IAPD ↗
$240.5M RAUM · 5 reps · 201-447-2212
68
ROOSEVELT CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($202.3M -> $306.5M). IAPD ↗
$306.5M RAUM · 2 reps · 214-871-2666
68
GOLDEN RESERVE RETIREMENT, LLC — reported RAUM up 55% ($201.1M -> $310.9M). IAPD ↗
$310.9M RAUM · 17 reps · 855-456-4777 · goldenreserve.com
68
OPENAIR FINANCIAL, LLC — reported RAUM up 53% ($183.0M -> $280.8M). IAPD ↗
$280.8M RAUM · 7 reps · 214-233-6059 · openairfinancial.com
68
FEFA FINANCIAL — reported RAUM up 54% ($191.4M -> $294.8M). IAPD ↗
$294.8M RAUM · 23 reps · (314) 530-0500
68
BLALOCK WILLIAMS, LLC — reported RAUM up 67% ($105.5M -> $176.2M). IAPD ↗
$176.2M RAUM · 2 reps · (256) 444-6256
68
ACCESS SOFTEK ADVISORY SERVICES — grew from 1 to 4 advisory reps. IAPD ↗
$6.3M RAUM · 4 reps · 510-848-0606 · accesssoftek.com
68
ELEVATION ADVISORY PARTNERS LLC — grew from 4 to 7 advisory reps. IAPD ↗
$205.8M RAUM · 7 reps · 913-827-4588 · harrisoncapitalmanagement.com
68
WINCAP FINANCIAL LLC — grew from 2 to 5 advisory reps. IAPD ↗
$153.3M RAUM · 5 reps · (617) 590-3250 · wincapfinancial.com
68
ZERO DAY CAPITAL ENTERPRISES LLC — grew from 7 to 10 advisory reps. IAPD ↗
$35.2M RAUM · 10 reps · 702 271 3265 · zerodaycapital.com
68
WHITWELL ADVISORS — grew from 3 to 6 advisory reps. IAPD ↗
$112.6M RAUM · 6 reps · 512-766-7775
67
JDH WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($323.4M -> $483.1M). IAPD ↗
$483.1M RAUM · 2 reps · (707) 542-1110 · jdhwealth.com
67
RADEMACHER FINANCIAL, INC. — reported RAUM up 46% ($180.5M -> $262.9M). IAPD ↗
$262.9M RAUM · 5 reps · 785-865-5308 · rademacherfinancial.com
67
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC — reported RAUM up 45% ($277.1M -> $402.8M). IAPD ↗
$402.8M RAUM · 7 reps · 952-831-8243 · brettmachtig.com
67
SECURE ASSET MANAGEMENT, L.L.C. — reported RAUM up 48% ($599.6M -> $890.0M). IAPD ↗
$890.0M RAUM · 48 reps · 248-414-1562 · re-transition.com
67
KINGSVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($4.85B -> $6.75B). IAPD ↗
$6.75B RAUM · 95 reps · 312-870-6701
67
ETESIAN WEALTH ADVISORS, INC. — reported RAUM up 50% ($284.7M -> $426.8M). IAPD ↗
$426.8M RAUM · 6 reps · 503-387-3615
67
ZANETTI FINANCIAL, LLC — reported RAUM up 46% ($276.4M -> $404.5M). IAPD ↗
$404.5M RAUM · 2 reps · 505-250-3754 · zanettifinancial.com
67
KDT ADVISORS, LLC — reported RAUM up 60% ($143.3M -> $229.8M). IAPD ↗
$229.8M RAUM · 4 reps · 929-293-1270 · kdtadvisors.com
67
TEAM HEWINS, LLC — reported RAUM up 37% ($2.50B -> $3.43B). IAPD ↗
$3.43B RAUM · 18 reps · 650-620-3040 · teamhewins.com
67
OATH PLANNING, LLC — reported RAUM up 62% ($123.5M -> $200.6M). IAPD ↗
$200.6M RAUM · 5 reps · 918-200-9094
67
THRIVE RETIREMENT SPECIALISTS — reported RAUM up 63% ($128.3M -> $209.5M). IAPD ↗
$209.5M RAUM · 2 reps · (833) 217-9613 · thriveretire.com
67
NORTHBRIDGE FINANCIAL GROUP, LLC — reported RAUM up 46% ($209.3M -> $305.6M). IAPD ↗
$305.6M RAUM · 8 reps · (813) 877-8000
67
CORNERSTONE PORTFOLIO RESEARCH — reported RAUM up 37% ($1.35B -> $1.85B). IAPD ↗
$1.85B RAUM · 5 reps · 484-631-3684
67
FIAT WEALTH MANAGEMENT — reported RAUM up 46% ($254.6M -> $370.6M). IAPD ↗
$370.6M RAUM · 10 reps · 952-426-9116
67
NEW WAVE WEALTH ADVISORS — reported RAUM up 46% ($215.3M -> $315.0M). IAPD ↗
$315.0M RAUM · 4 reps · (479) 877-2525 · newwavewealthadvisors.com
67
PORTFOLIO ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
$224.3M RAUM · 5 reps · 559-432-8400 · portadvisors.com
67
MARTIN CAPITAL ADVISORS, LLP — grew from 8 to 10 advisory reps. IAPD ↗
$166.6M RAUM · 10 reps · 210-694-2100 · martincapital.com
67
QCA CAPITAL MANAGEMENT INC — grew from 2 to 4 advisory reps. IAPD ↗
$183.8M RAUM · 4 reps · 310-473-4411
67
BRADESCO GLOBAL ADVISORS — grew from 8 to 10 advisory reps. IAPD ↗
$172.7M RAUM · 10 reps · 305-523-6536 · bradescoinvest.us
67
JH ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
$171.8M RAUM · 4 reps · 503.391.1040 · jhadvisors.com
67
COMMERCE ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$236.6M RAUM · 4 reps · 901-260-6050 · commerceholdingsllc.com
67
ISRAEL INVESTMENT ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
$45.9M RAUM · 4 reps · 303-861-3798 · israelinvestmentadvisors.com
67
OAR FINANCIAL — grew from 2 to 4 advisory reps. IAPD ↗
$112.6M RAUM · 4 reps · 833-662-6346 · oarfinancial.com
67
COMMONS CAPITAL, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$246.1M RAUM · 6 reps · (617) 431-7200
67
FOUR POINTS ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$37.0M RAUM · 7 reps · 646-300-6129 · 4pointsadvisors.com
67
CYR FINANCIAL INC. — grew from 4 to 6 advisory reps. IAPD ↗
$127.7M RAUM · 6 reps · (815) 925-7501
67
PFG PRIVATE WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$238.5M RAUM · 8 reps · 813-286-7776
67
GO WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
$165.6M RAUM · 9 reps · 541-338-7631 · gowealthgroup.com
67
DEAN WEALTH PARTNERS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$209.3M RAUM · 3 reps · (512) 346-1703 · deanwealthpartners.com
67
CALDERWOOD FINANCIAL STRATEGIES, INC. — grew from 1 to 3 advisory reps. IAPD ↗
$216.4M RAUM · 3 reps · 832-821-2462 · calderwoodfinancial.com
67
WAYSTONE ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
$136.1M RAUM · 4 reps · (425) 484-0045 · waystoneadvisors.com
67
WHALE — grew from 1 to 3 advisory reps. IAPD ↗
$252,394 RAUM · 3 reps · 8884887104 · getwhale.co
67
ARIMATHEA — grew from 1 to 3 advisory reps. IAPD ↗
$2.7M RAUM · 3 reps · 707-813-7070 · arimatheainvesting.com
67
PARK SQUARE FINANCIAL GROUP LLC — grew from 4 to 6 advisory reps. IAPD ↗
$208.2M RAUM · 6 reps · 770-641-1401
67
BARR FINANCIAL SERVICES, LLC — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$235.1M RAUM · 2 reps · 407-622-0018 · barrllc.com
67
BRANDYWINE FINANCIAL GROUP, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$99.4M RAUM · 2 reps · 610-828-1155 · brandywinefinancialgroup.com
67
SECURE ASSET MANAGEMENT, L.L.C. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$890.0M RAUM · 48 reps · 248-414-1562 · re-transition.com
67
FIDUCIARY EXPERTS LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$890.6M RAUM · 3 reps · 714-409-8869 · 401kfe.com
67
ANKERSTAR WEALTH, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$107.6M RAUM · 6 reps · 512-614-0085
67
GAINPLAN LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$478.5M RAUM · 9 reps · 248.385.3737
67
HURLOW WEALTH MANAGEMENT GROUP, INC. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$658.1M RAUM · 8 reps · (812) 333-4726 · hurlowwealth.com
67
HARDING WEALTH, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$162.1M RAUM · 2 reps · (602) 610-9545
67
CAVU WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$175.0M RAUM · 7 reps · 858-360-7800 · cavuwm.com
67
WINTERS FINANCIAL GROUP, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$202.3M RAUM · 2 reps · 805-497-1717 · wintersfg.com
67
PMG FAMILY OFFICE, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$121.8M RAUM · 1 reps · 214-550-8790
67
BCO WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$300.5M RAUM · 3 reps · 575-887-2013 · bco-wealth.com
67
THE PINES WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$419.5M RAUM · 3 reps · (910) 475-8312 · thepineswealth.com
67
EVERPAR ADVISORS LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$488.5M RAUM · 8 reps · 918-221-9290 · everpar.com
67
FREEDOM FINANCIAL PARTNERS LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$300.9M RAUM · 4 reps · 651-797-3532 · ffpforme.com
67
LIFEGOAL WEALTH ADVISORS LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$175.0M RAUM · 3 reps · 607-434-0742
67
ANCHOR WEALTH MANAGEMENT GROUP LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$195.5M RAUM · 1 reps · (561) 228-8688 · anchorwealthgroup.com
67
PROSPERA CAPITAL MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$292.7M RAUM · 2 reps · 480-648-9369 · deterswealthmanagement.com
67
KONZA GLOBAL WEALTH GROUP — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$116.5M RAUM · 2 reps · (913) 318-5980 · konzaglobal.com
66
REAVES ASSET MANAGEMENT — reported RAUM up 33% ($3.07B -> $4.09B). IAPD ↗
$4.09B RAUM · 8 reps · 201-332-4596 · reavesassetmanagement.com
66
SCOTT MARSH FINANCIAL, LLC — reported RAUM up 56% ($147.2M -> $230.0M). IAPD ↗
$230.0M RAUM · 6 reps · 801-272-4677
66
SCS CAPITAL MANAGEMENT LLC — reported RAUM up 31% ($30.19B -> $39.64B). IAPD ↗
$39.64B RAUM · 78 reps · 617-204-6400
66
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — reported RAUM up 31% ($1.69B -> $2.21B). IAPD ↗
$2.21B RAUM · 124 reps · 407-254-1500 · iaac.com
66
VICTRIX INVESTMENT ADVISORS — reported RAUM up 45% ($180.6M -> $261.4M). IAPD ↗
$261.4M RAUM · 6 reps · 772-320-9658
66
JOHNSON BRUNETTI — reported RAUM up 33% ($1.58B -> $2.11B). IAPD ↗
$2.11B RAUM · 31 reps · 860-372-4800 · retire.johnsonbrunetti.com
66
BANKERS LIFE ADVISORY SERVICES, INC. — reported RAUM up 31% ($1.49B -> $1.94B). IAPD ↗
$1.94B RAUM · 384 reps · 844-553-9083 · bankerslife.com
66
401K INVESTMENT PROFESSIONALS — reported RAUM up 45% ($215.0M -> $311.0M). IAPD ↗
$311.0M RAUM · 4 reps · (608) 334-9367
66
BUCKET LIST WEALTH MANAGEMENT, LLC — reported RAUM up 56% ($104.5M -> $162.6M). IAPD ↗
$162.6M RAUM · 2 reps · 352-307-8652 · bucketlistwealth.com
66
AVESTAR CAPITAL, LLC — reported RAUM up 34% ($1.14B -> $1.53B). IAPD ↗
$1.53B RAUM · 5 reps · 212-706-4140
66
WHARTON MIDMARKET INVESTMENT ADVISORS INC — reported RAUM up 58% ($140.7M -> $222.4M). IAPD ↗
$222.4M RAUM · 2 reps · 2036069696
66
SAGACE WEALTH MANAGEMENT — reported RAUM up 56% ($100.4M -> $156.5M). IAPD ↗
$156.5M RAUM · 7 reps · (727) 493-9700 · sagacewealth.com
66
EDGEROCK WEALTH MANAGEMENT — reported RAUM up 45% ($325.1M -> $470.5M). IAPD ↗
$470.5M RAUM · 9 reps · 303.780.7350
66
ROOTED WEALTH ADVISORS — reported RAUM up 43% ($223.0M -> $318.3M). IAPD ↗
$318.3M RAUM · 7 reps · 866.766.8332 · retirerwa.com
66
HOXTON PLANNING & MANAGEMENT, LLC — reported RAUM up 41% ($348.4M -> $491.6M). IAPD ↗
$491.6M RAUM · 4 reps · 304-876-2619
66
FAMILY WEALTH PLANNING PARTNERS — reported RAUM up 44% ($217.8M -> $313.5M). IAPD ↗
$313.5M RAUM · 4 reps · 502-200-5210
66
MOKAN WEALTH MANAGEMENT — reported RAUM up 58% ($110.4M -> $174.7M). IAPD ↗
$174.7M RAUM · 1 reps · 913-257-3991 · mokanwealth.com
66
MERIT FINANCIAL ADVISORS — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$10.58B RAUM · 144 reps · 678-867-7050 · meritfa.com
66
NORTHROCK PARTNERS, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$6.60B RAUM · 50 reps · (612) 367-8800 · facebook.comhttps
66
FALCON WEALTH PLANNING, INC. — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$1.16B RAUM · 22 reps · 855-963-2526
65
CITIZENS SECURITIES, INC. — reported RAUM up 26% ($7.31B -> $9.19B). IAPD ↗
$9.19B RAUM · 400 reps · 1-800-942-8300 · citizensbank.com
65
TRANSAMERICA RETIREMENT ADVISORS, LLC — reported RAUM up 27% ($12.68B -> $16.16B). IAPD ↗
$16.16B RAUM · 159 reps · 866-368-0566 · transamerica.com
65
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($286.7M -> $389.2M). IAPD ↗
$389.2M RAUM · 6 reps · 847-247-8959
65
CHESAPEAKE FINANCIAL ADVISORS — reported RAUM up 37% ($192.5M -> $263.7M). IAPD ↗
$263.7M RAUM · 8 reps · 410-823-5442
65
WATTS GWILLIAM & COMPANY, LLC — reported RAUM up 35% ($604.6M -> $818.9M). IAPD ↗
$818.9M RAUM · 6 reps · 480-889-8998 · wattsgwilliam.com
65
CLUTTERBUCK CAPITAL MANAGEMENT LLC — reported RAUM up 53% ($144.6M -> $221.4M). IAPD ↗
$221.4M RAUM · 4 reps · 216-539-1181
65
GUNDERSON CAPITAL MANAGEMENT — reported RAUM up 38% ($227.7M -> $315.3M). IAPD ↗
$315.3M RAUM · 3 reps · 760-846-2046 · pwstreet.podbean.com
65
EVEREST MANAGEMENT CORP. — reported RAUM up 38% ($222.4M -> $307.0M). IAPD ↗
$307.0M RAUM · 2 reps · (408) 502-6015
65
AVIOR WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($3.99B -> $5.08B). IAPD ↗
$5.08B RAUM · 113 reps · 402-218-4064
65
SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC — reported RAUM up 38% ($224.5M -> $308.7M). IAPD ↗
$308.7M RAUM · 6 reps · (218) 879-3262 · splitrocktrading.com
65
HALL CAPITAL, LLC — reported RAUM up 53% ($107.3M -> $164.0M). IAPD ↗
$164.0M RAUM · 2 reps · 626-578-5700 · hallcapitalmanagement.com
65
BLACKHAWK CAPITAL PARTNERS, LLC — reported RAUM up 38% ($244.1M -> $336.4M). IAPD ↗
$336.4M RAUM · 8 reps · 262-242-4487
65
POST OAK PRIVATE WEALTH ADVISORS — reported RAUM up 38% ($204.5M -> $282.0M). IAPD ↗
$282.0M RAUM · 6 reps · 281-580-2100 · postoakprivatewealth.com
65
GOVERNMENT PORTFOLIO ADVISORS LLC — reported RAUM up 26% ($20.48B -> $25.90B). IAPD ↗
$25.90B RAUM · 6 reps · 503-248-9973 · gpafixedincome.com
65
RFG WEALTH ADVISORY — reported RAUM up 36% ($273.1M -> $371.3M). IAPD ↗
$371.3M RAUM · 3 reps · 940-464-4104 · rfgwealthadvisory.com
65
SVRN ASSET MANAGEMENT, LLC — reported RAUM up 54% ($137.9M -> $211.9M). IAPD ↗
$211.9M RAUM · 2 reps · 773-442-2294 · severianasset.com
65
ALTRAVUE CAPITAL, LLC — reported RAUM up 26% ($1.12B -> $1.41B). IAPD ↗
$1.41B RAUM · 3 reps · 425 455-8896 · altravue.com
65
MCCAY WEALTH ADVISORY LLC — reported RAUM up 35% ($284.4M -> $384.6M). IAPD ↗
$384.6M RAUM · 6 reps · 931-728-2130 · mccaywealth.com
65
SIEBERT ADVISORNXT, LLC. — reported RAUM up 35% ($212.6M -> $287.6M). IAPD ↗
$287.6M RAUM · 24 reps · 800-872-0444 · siebertnxt.com
65
CHICAGO CAPITAL, LLC — reported RAUM up 27% ($3.53B -> $4.48B). IAPD ↗
$4.48B RAUM · 13 reps · 312-429-2333
65
KMG FIDUCIARY PARTNERS, LLC — reported RAUM up 27% ($1.26B -> $1.60B). IAPD ↗
$1.60B RAUM · 10 reps · (419) 517-8040 · kmgfiduciarypartners.com
65
CAVU WEALTH MANAGEMENT — reported RAUM up 53% ($114.5M -> $175.0M). IAPD ↗
$175.0M RAUM · 7 reps · 858-360-7800 · cavuwm.com
65
INVESTMENT PLANNING ADVISORS — reported RAUM up 39% ($240.4M -> $334.1M). IAPD ↗
$334.1M RAUM · 4 reps · 770-205-4394 · investplanadvise.com
65
LEGACY WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($304.9M -> $421.1M). IAPD ↗
$421.1M RAUM · 3 reps · 601-499-1970 · mylegacy.ms
65
BROWNLEE WEALTH MANAGEMENT — reported RAUM up 40% ($212.0M -> $295.8M). IAPD ↗
$295.8M RAUM · 4 reps · 281-377-3170 · brownleewealthmanagement.com
65
RISE ADVISORS, LLC — reported RAUM up 36% ($250.1M -> $340.9M). IAPD ↗
$340.9M RAUM · 5 reps · 585-565-3444
65
CHOKSHI & QUEEN WEALTH ADVISORS — reported RAUM up 52% ($148.5M -> $226.1M). IAPD ↗
$226.1M RAUM · 3 reps · 858-550-0030 · cq-wa.com
65
HAMILTON CAPITAL PARTNERS, LLC — reported RAUM up 40% ($215.9M -> $301.2M). IAPD ↗
$301.2M RAUM · 3 reps · 678-802-4974
65
36 NORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.81B -> $2.35B). IAPD ↗
$2.35B RAUM · 3 reps · 479-250-9540 · 36northcapital.com
65
INVICTUS PRIVATE WEALTH, LLC — reported RAUM up 26% ($1.07B -> $1.35B). IAPD ↗
$1.35B RAUM · 2 reps · 720-734-2460 · invictusprivatewealth.com
65
MAINSAIL FINANCIAL GROUP — reported RAUM up 40% ($191.6M -> $268.2M). IAPD ↗
$268.2M RAUM · 3 reps · (425) 502-7693
65
ZENITH WEALTH ADVISORS — reported RAUM up 36% ($223.6M -> $303.0M). IAPD ↗
$303.0M RAUM · 4 reps · 480-999-9900 · zenithwealthadvisors.com
65
COMPOUND GLOBAL ADVISORS, LLC — reported RAUM up 36% ($599.4M -> $813.0M). IAPD ↗
$813.0M RAUM · 1 reps · (206) 432-2899 · compoundglobaladvisors.com
65
TIDEMARK, LLC — reported RAUM up 38% ($250.5M -> $344.6M). IAPD ↗
$344.6M RAUM · 8 reps · 888-791-0197
64
ADDIS & HILL, INCORPORATED — reported RAUM up 49% ($147.3M -> $218.9M). IAPD ↗
$218.9M RAUM · 4 reps · 610-688-9500
64
JOHNSON WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($196.9M -> $256.9M). IAPD ↗
$256.9M RAUM · 2 reps · 701-746-8310
64
OLD MISSION INVESTMENT COMPANY, LLC — reported RAUM up 31% ($679.5M -> $890.8M). IAPD ↗
$890.8M RAUM · 6 reps · 231-929-4100 · omico.net
64
PRIMETRUST ADVISORS LLC — reported RAUM up 32% ($299.0M -> $394.5M). IAPD ↗
$394.5M RAUM · 2 reps · 864-552-4020
64
REGISTER FINANCIAL ADVISORS, LLC — reported RAUM up 34% ($296.1M -> $396.9M). IAPD ↗
$396.9M RAUM · 13 reps · 404-364-2180 · maywealthstrategies.com
64
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — reported RAUM up 45% ($113.0M -> $164.2M). IAPD ↗
$164.2M RAUM · 3 reps · 866-785-5350 · retirewithlonestar.com
64
TONY WALKER FINANCIAL — reported RAUM up 31% ($239.3M -> $312.8M). IAPD ↗
$312.8M RAUM · 4 reps · 270-843-9380 · tonywalkerfinancial.com
64
ARCHER INVESTMENT MANAGEMENT — reported RAUM up 35% ($229.6M -> $308.9M). IAPD ↗
$308.9M RAUM · 5 reps · 800-840-5946 · archerim.com
64
MATTSON FINANCIAL SERVICES, LLC — reported RAUM up 31% ($295.6M -> $387.0M). IAPD ↗
$387.0M RAUM · 8 reps · 800-536-8907
64
CLADIS INVESTMENT ADVISORY LLC — reported RAUM up 48% ($139.9M -> $206.6M). IAPD ↗
$206.6M RAUM · 2 reps · 406-259-4939
64
XCEL WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($343.4M -> $457.6M). IAPD ↗
$457.6M RAUM · 3 reps · 386-872-3440 · xcelwealth.com
64
LANE HIPPLE - WEALTH MANAGEMENT GROUP — reported RAUM up 33% ($313.9M -> $418.5M). IAPD ↗
$418.5M RAUM · 5 reps · 856-638-1855
64
MONTGOMERY FINANCIAL — reported RAUM up 48% ($112.9M -> $167.0M). IAPD ↗
$167.0M RAUM · 4 reps · 410-208-1004 · mfswealth.com
64
BENTLEY FINANCIAL GROUP — reported RAUM up 34% ($240.0M -> $321.0M). IAPD ↗
$321.0M RAUM · 3 reps · 630-541-6363 · bentleyfinancialgroup.com
64
TSFG, LLC — reported RAUM up 32% ($649.1M -> $854.3M). IAPD ↗
$854.3M RAUM · 12 reps · 847-735-7100
64
CFG RETIREMENT — reported RAUM up 47% ($123.4M -> $181.8M). IAPD ↗
$181.8M RAUM · 4 reps · 952-657-7470 · assuredretirementgroup.com
64
LEADING EDGE FINANCIAL PLANNING LLC — reported RAUM up 32% ($273.7M -> $360.2M). IAPD ↗
$360.2M RAUM · 7 reps · 865-240-2292
64
IRONBRIDGE PRIVATE WEALTH, LLC — reported RAUM up 31% ($239.5M -> $314.8M). IAPD ↗
$314.8M RAUM · 4 reps · 512-327-8901
64
LIONSHEAD WEALTH MANAGEMENT, LLC — reported RAUM up 46% ($139.7M -> $203.7M). IAPD ↗
$203.7M RAUM · 4 reps · 212-967-5466 · lionsheadadvisory.com
64
NEW WORLD ADVISORS LLC — reported RAUM up 32% ($548.6M -> $722.8M). IAPD ↗
$722.8M RAUM · 3 reps · 781-749-6922
64
THE SUM — reported RAUM up 34% ($305.6M -> $409.5M). IAPD ↗
$409.5M RAUM · 6 reps · 281-940-4859 · thesumprep.com
64
WEALTHSPAN PARTNERS, LLC — reported RAUM up 34% ($282.5M -> $378.8M). IAPD ↗
$378.8M RAUM · 4 reps · (563) 723-7301
64
ABLE WEALTH MANAGEMENT LLC — reported RAUM up 32% ($244.4M -> $322.1M). IAPD ↗
$322.1M RAUM · 6 reps · 212-634-7842
64
HEMMING& WEALTH MANAGEMENT, INC. — reported RAUM up 33% ($190.5M -> $253.1M). IAPD ↗
$253.1M RAUM · 4 reps · (231) 922-2900 · hemmingwm.com
64
LEVEL WEALTH MANAGEMENT LLC — reported RAUM up 46% ($124.3M -> $181.7M). IAPD ↗
$181.7M RAUM · 2 reps · 336-355-1432
64
KAUFMAN ROSSIN WEALTH, LLC — reported RAUM up 35% ($224.8M -> $302.9M). IAPD ↗
$302.9M RAUM · 7 reps · 305-646-6071 · kaufmanrossinwealth.com
64
THEORY FINANCIAL — reported RAUM up 33% ($212.4M -> $282.8M). IAPD ↗
$282.8M RAUM · 3 reps · 970-305-4649
64
NORTHSTAR ADVISORY GROUP, LLC — reported RAUM up 32% ($253.1M -> $334.4M). IAPD ↗
$334.4M RAUM · 3 reps · 833-226-0400 · thenorthstaradvisorygroup.com
64
THREE CORD TRUE WEALTH MANAGEMENT, LLC — reported RAUM up 32% ($191.2M -> $252.2M). IAPD ↗
$252.2M RAUM · 8 reps · 724-683-3456
64
HF ADVISORY GROUP, LLC — reported RAUM up 32% ($189.1M -> $250.4M). IAPD ↗
$250.4M RAUM · 2 reps · (410)-571-1415
64
CODEX CAPITAL ASSET MANAGEMENT, L.L.C. — reported RAUM up 32% ($195.5M -> $258.1M). IAPD ↗
$258.1M RAUM · 1 reps · 917-595-7500
64
MASSO TORRENCE WEALTH MANAGEMENT INC. — reported RAUM up 31% ($248.5M -> $326.5M). IAPD ↗
$326.5M RAUM · 3 reps · (856) 988-6664
64
ELITE RETIREMENT GROUP — reported RAUM up 46% ($115.2M -> $168.4M). IAPD ↗
$168.4M RAUM · 4 reps · 715-341-8899
64
VIRTUS FINANCIAL PARTNERS — reported RAUM up 45% ($77.6M -> $112.9M). IAPD ↗
$112.9M RAUM · 3 reps · 4072678445
64
GUIDANCE CAPITAL, INC. — reported RAUM up 33% ($288.3M -> $384.2M). IAPD ↗
$384.2M RAUM · 7 reps · (502) 813-2100 · guidancecapital.com
64
FREEDOM FIDUCIARIES LLC — reported RAUM up 32% ($331.6M -> $437.6M). IAPD ↗
$437.6M RAUM · 2 reps · 208-900-4331 · freedomfiduciaries.com
64
DHJJ FINANCIAL ADVISORS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$543.5M RAUM · 8 reps · 630-420-1360 · dhjjfinancial.com
64
TAYLOR FINANCIAL GROUP, INC. — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
$365.0M RAUM · 4 reps · 540-774-7971 · taylorfg.com
64
MACRO ADVISORS, INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$253.3M RAUM · 8 reps · 717-764-4566 · macroadv.com
64
MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
$136.3M RAUM · 2 reps · 201-768-0218 · porrofinancialadvisors.com
64
NESTEGG ADVISORS, INC. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$229.0M RAUM · 3 reps · 631-952-2700 · nesteggadvisors.net
64
DEANE RETIREMENT STRATEGIES, INC. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$216.3M RAUM · 4 reps · 504-582-2345 · deaneretire.com
64
SENESCHAL FAMILY OFFICE — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$273.8M RAUM · 3 reps · (253) 460-3430 · seneschalfamilyoffice.com
64
STRATHMORE CAPITAL ADVISORS — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$455.9M RAUM · 6 reps · 704-364-4241
64
CH DOUGLAS & GRAY WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$187.2M RAUM · 6 reps · 317-843-8300
64
O'CONNOR WEALTH MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$158.6M RAUM · 2 reps · 626-386-5116 · oconnorwealthmgt.com
64
WEALTHTRAK ADVISORS — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$164.6M RAUM · 3 reps · 757-523-1250 · wealthtrakcm.com
64
UP CAPITAL MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$186.6M RAUM · 1 reps · 916-520-6420
64
CYPRESS CAPITAL, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$413.5M RAUM · 7 reps · 615-467-6075
64
BOSTONPREMIER WEALTH — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$351.1M RAUM · 5 reps · (617) 934-1100
64
SUNPOINTE INVESTMENTS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$559.2M RAUM · 9 reps · (314) 880-0821 · sunpointeinvestments.com
64
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$217.1M RAUM · 4 reps · 971-371-3444 · meritwealth.com
64
ATALA FINANCIAL INC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$318.6M RAUM · 2 reps · 310.570.2573 · atalafinancial.com
64
BASE WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$269.9M RAUM · 6 reps · 941-203-6040
64
WATERSTONE FINANCIAL ADVISORY LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$225.6M RAUM · 3 reps · 239-288-0977
64
MOKAN WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$174.7M RAUM · 1 reps · 913-257-3991 · mokanwealth.com
64
ALTERI WEALTH — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$771.3M RAUM · 3 reps · 805-809-0400
64
MOMENTUM WEALTH PLANNING — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$167.6M RAUM · 2 reps · 919-323-4219 · momentumwealthplanning.com
64
PEAK WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$26.0M RAUM · 1 reps · 518-441-2285 · peakwealthmgmt.com
63
GRAHAM, BORDELON, GOLSON & GILBERT, INC. — reported RAUM up 29% ($291.6M -> $375.0M). IAPD ↗
$375.0M RAUM · 4 reps · 318-322-7157 · gbggwealth.com
63
RBF WEALTH ADVISORS — reported RAUM up 25% ($517.5M -> $647.7M). IAPD ↗
$647.7M RAUM · 17 reps · 314-997-1652
63
DARROW WEALTH MANAGEMENT — reported RAUM up 26% ($245.5M -> $308.1M). IAPD ↗
$308.1M RAUM · 3 reps · 978-369-5144
63
WINANS INVESTMENTS — reported RAUM up 28% ($258.2M -> $330.1M). IAPD ↗
$330.1M RAUM · 4 reps · 800-494-6267
63
CHERRY CREEK INVESTMENT ADVISORS INC — reported RAUM up 26% ($245.1M -> $308.9M). IAPD ↗
$308.9M RAUM · 2 reps · 303-320-5774 · cherrycreekinvestmentadvisors.com
63
JAMISON PRIVATE WEALTH MANAGEMENT, INC. — reported RAUM up 28% ($665.8M -> $851.3M). IAPD ↗
$851.3M RAUM · 4 reps · 678-323-3454 · jamisonwealth.com
63
HALTER FERGUSON FINANCIAL INC — reported RAUM up 29% ($378.2M -> $487.8M). IAPD ↗
$487.8M RAUM · 7 reps · 317-875-0202
63
MEADOWBROOK WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($61.4M -> $86.2M). IAPD ↗
$86.2M RAUM · 2 reps · 888-888-5250 · meadowbrookwealth.com
63
OMC FINANCIAL SERVICES LTD — reported RAUM up 27% ($225.7M -> $286.8M). IAPD ↗
$286.8M RAUM · 3 reps · 315-446-8720 · omcfinance.com
63
SUMMA CORP. — reported RAUM up 27% ($361.6M -> $458.9M). IAPD ↗
$458.9M RAUM · 2 reps · 281-362-9977
63
DEMARS FINANCIAL GROUP LLC — reported RAUM up 25% ($232.4M -> $291.3M). IAPD ↗
$291.3M RAUM · 3 reps · 509-536-9556 · demarsfinancial.com
63
HAGER INVESTMENT MANAGEMENT SERVICES, LLC — reported RAUM up 42% ($133.0M -> $189.4M). IAPD ↗
$189.4M RAUM · 3 reps · 603-526-4099 · hagerinvestments.com
63
VOISARD ASSET MANAGEMENT GROUP — reported RAUM up 29% ($379.8M -> $490.2M). IAPD ↗
$490.2M RAUM · 6 reps · 616-988-5778
63
ALTAMONT CAPITAL MANAGEMENT — reported RAUM up 26% ($272.2M -> $341.8M). IAPD ↗
$341.8M RAUM · 2 reps · 828-236-0610
63
HORTER INVESTMENT MANAGEMENT, LLC — reported RAUM up 30% ($214.1M -> $278.0M). IAPD ↗
$278.0M RAUM · 33 reps · 513-984-9933
63
COMPASS PLANNING ASSOCIATES, INC. — reported RAUM up 44% ($138.8M -> $199.5M). IAPD ↗
$199.5M RAUM · 3 reps · 617-523-4666 · jenniferscompass.typepad.com
63
INVESTOLOGY INC. — reported RAUM up 45% ($138.0M -> $200.0M). IAPD ↗
$200.0M RAUM · 3 reps · 703-429-1975 · investologyinc.net
63
WEAVER CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($336.8M -> $434.1M). IAPD ↗
$434.1M RAUM · 1 reps · 678-341-1333 · weavercapital.com
63
LOGIC CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($294.1M -> $381.2M). IAPD ↗
$381.2M RAUM · 3 reps · 713-781-1475 · logiccapital.com
63
AZZENDO WEALTH ADVISORS — reported RAUM up 26% ($212.5M -> $268.0M). IAPD ↗
$268.0M RAUM · 5 reps · 305-648-9814 · cathypareto.com
63
FREEDOM ADVISORY — reported RAUM up 26% ($554.3M -> $697.8M). IAPD ↗
$697.8M RAUM · 5 reps · 787-792-3000
63
GUIDANCE POINT ADVISORS, LLC — reported RAUM up 25% ($393.4M -> $492.4M). IAPD ↗
$492.4M RAUM · 6 reps · 617-869-6653
63
MINICHMACGREGOR WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($501.3M -> $630.0M). IAPD ↗
$630.0M RAUM · 7 reps · (518) 499-4565 · minichmacgregor.com
63
TALBOT FINANCIAL, LLC — reported RAUM up 25% ($748.3M -> $937.5M). IAPD ↗
$937.5M RAUM · 2 reps · 425-533-0797 · talbotfinancial.com
63
COMMONS CAPITAL, LLC — reported RAUM up 42% ($173.4M -> $246.1M). IAPD ↗
$246.1M RAUM · 6 reps · (617) 431-7200
63
PEAK WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($280.0M -> $352.0M). IAPD ↗
$352.0M RAUM · 3 reps · 734-681-7575
63
PARADY WEALTH MANAGEMENT — reported RAUM up 43% ($108.9M -> $156.1M). IAPD ↗
$156.1M RAUM · 2 reps · 352-674-3911
63
LEFT BRAIN WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($243.4M -> $310.4M). IAPD ↗
$310.4M RAUM · 6 reps · 630-517-9300
63
TRIO ADVISORS, INC. — reported RAUM up 44% ($32.8M -> $47.1M). IAPD ↗
$47.1M RAUM · 2 reps · 646-529-1495
63
OAK HARVEST INVESTMENT SERVICES — reported RAUM up 29% ($728.8M -> $940.8M). IAPD ↗
$940.8M RAUM · 22 reps · 281-822-1350
63
WARREN STREET WEALTH ADVISORS, LLC — reported RAUM up 28% ($357.8M -> $457.8M). IAPD ↗
$457.8M RAUM · 8 reps · 714-876-6200
63
GAINPLAN LLC — reported RAUM up 26% ($381.1M -> $478.5M). IAPD ↗
$478.5M RAUM · 9 reps · 248.385.3737
63
GENCAP PORTFOLIO MANAGEMENT — reported RAUM up 28% ($309.2M -> $396.3M). IAPD ↗
$396.3M RAUM · 8 reps · (415) 797-6003 · frontrowadvisors.com
63
SEASIDE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($284.8M -> $362.3M). IAPD ↗
$362.3M RAUM · 4 reps · (760) 730-8120 · seasidewealth.com
63
SUMMIT FINANCIAL — reported RAUM up 30% ($196.5M -> $255.0M). IAPD ↗
$255.0M RAUM · 6 reps · 410-584-9600 · sumfi.com
63
CLOUD INVESTMENTS, LLC — reported RAUM up 26% ($238.1M -> $299.8M). IAPD ↗
$299.8M RAUM · 6 reps · 256-715-0094
63
SUMMIT WEALTH GROUP LLC — reported RAUM up 27% ($516.1M -> $656.3M). IAPD ↗
$656.3M RAUM · 8 reps · 802-295-5300 · summitwg.com
63
MILESTONE ASSET MANAGEMENT GROUP, LLC — reported RAUM up 41% ($157.8M -> $222.6M). IAPD ↗
$222.6M RAUM · 3 reps · 860-259-4800
63
SJBENEN ADVISORY, LLC — reported RAUM up 30% ($252.9M -> $328.5M). IAPD ↗
$328.5M RAUM · 2 reps · (919) 251-9270 · sjbenen.com
63
CAPITOL PRIVATE WEALTH GROUP LLC — reported RAUM up 26% ($357.8M -> $450.7M). IAPD ↗
$450.7M RAUM · 5 reps · (703) 226-0008 · capitolpwg.com
63
KDM CAPITAL LLC — reported RAUM up 41% ($51.4M -> $72.3M). IAPD ↗
$72.3M RAUM · 1 reps · (646) 844-0238 · kdmcapital.com
63
TCP ASSET MANAGEMENT, LLC — reported RAUM up 28% ($641.8M -> $822.1M). IAPD ↗
$822.1M RAUM · 18 reps · 614-761-9378 · tcpasset.com
63
ELITE FINANCIAL, INC. — reported RAUM up 40% ($171.2M -> $239.8M). IAPD ↗
$239.8M RAUM · 1 reps · 208-746-2007 · elitefinancialinc.net
63
KLEINFELDER CAPITAL, INC. — reported RAUM up 25% ($244.8M -> $306.8M). IAPD ↗
$306.8M RAUM · 3 reps · (513) 808-9700 · kleinfeldercapital.com
63
MORTON BROWN FAMILY WEALTH LLC — reported RAUM up 26% ($317.9M -> $399.0M). IAPD ↗
$399.0M RAUM · 5 reps · 610-709-5072
63
ARCH GLOBAL ADVISORS, LLC — reported RAUM up 42% ($102.2M -> $144.8M). IAPD ↗
$144.8M RAUM · 7 reps · (212) 991-8807
63
BRIDGES CAPITAL LLC — reported RAUM up 43% ($52.2M -> $74.7M). IAPD ↗
$74.7M RAUM · 1 reps · 954-271-1075
63
PRECISION WEALTH STRATEGIES, LLC — reported RAUM up 30% ($297.2M -> $386.3M). IAPD ↗
$386.3M RAUM · 7 reps · 314-994-6460 · precisionwealthstrategies.com
63
STORGE — reported RAUM up 27% ($568.7M -> $720.7M). IAPD ↗
$720.7M RAUM · 3 reps · 7859692515 · storgepartners.com
63
HIGHVIEW CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($280.7M -> $363.6M). IAPD ↗
$363.6M RAUM · 3 reps · 888-757-6610 · hv-cap.com
63
ALPHA FINANCIAL PARTNERS LLC — reported RAUM up 27% ($295.0M -> $376.1M). IAPD ↗
$376.1M RAUM · 3 reps · (859) 785-2660
63
TRIAGEN WEALTH MANAGEMENT LLC — reported RAUM up 26% ($375.0M -> $473.6M). IAPD ↗
$473.6M RAUM · 3 reps · 818-732-8553
63
JACKSONVILLE WEALTH MANAGEMENT — reported RAUM up 28% ($340.2M -> $434.6M). IAPD ↗
$434.6M RAUM · 4 reps · 904-923-7526 · jaxwealth.com
63
TELSEY CONSUMER FUND MANAGEMENT LP — reported RAUM up 43% ($29.0M -> $41.5M). IAPD ↗
$41.5M RAUM · 1 reps · 212-973-9700
63
EAGLE ROCK INVESTMENT COMPANY, LLC — reported RAUM up 25% ($527.8M -> $660.0M). IAPD ↗
$660.0M RAUM · 2 reps · (404) 480-8578 · eaglerockinvest.com
63
CONSILIO WEALTH ADVISORS, LLC — reported RAUM up 27% ($359.7M -> $458.0M). IAPD ↗
$458.0M RAUM · 7 reps · (206) 533-3670
63
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC — reported RAUM up 27% ($290.5M -> $369.6M). IAPD ↗
$369.6M RAUM · 8 reps · 720-420-4870 · gwsa.us
63
ALBANYADVISOR GROUP LLC — reported RAUM up 27% ($212.3M -> $270.5M). IAPD ↗
$270.5M RAUM · 7 reps · (518) 689-3577
63
DKM WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($216.3M -> $273.9M). IAPD ↗
$273.9M RAUM · 3 reps · 209-800-5855 · dkmwealth.com
63
TRANSCENDENT CAPITAL GROUP — reported RAUM up 26% ($248.5M -> $312.1M). IAPD ↗
$312.1M RAUM · 8 reps · 405-341-9188
63
DS INVESTMENT ADVISORS — reported RAUM up 28% ($270.0M -> $346.0M). IAPD ↗
$346.0M RAUM · 2 reps · 6168400284 · dsinvestmentadvisors.com
63
DOVER ADVISORS, LLC — reported RAUM up 27% ($261.4M -> $332.6M). IAPD ↗
$332.6M RAUM · 5 reps · 804-750-3665 · doveradvisors.com
63
TRUEBLOOD WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($331.6M -> $430.8M). IAPD ↗
$430.8M RAUM · 2 reps · 419-812-2998 · truebloodwealth.com
63
BASE WEALTH MANAGEMENT — reported RAUM up 26% ($213.8M -> $269.9M). IAPD ↗
$269.9M RAUM · 6 reps · 941-203-6040
63
VOYAGE WEALTH MANAGEMENT, LLC — reported RAUM up 42% ($103.4M -> $147.0M). IAPD ↗
$147.0M RAUM · 1 reps · 206-303-8282
63
EVEXIA WEALTH, LLC — reported RAUM up 25% ($262.5M -> $329.4M). IAPD ↗
$329.4M RAUM · 6 reps · (715) 344-9496 · evexiawealth.com
63
RAI WEALTH — reported RAUM up 25% ($326.1M -> $408.6M). IAPD ↗
$408.6M RAUM · 6 reps · 6307338434 · raiwealth.com
63
HYJC CAPITAL OF WNY — reported RAUM up 43% ($41.7M -> $59.8M). IAPD ↗
$59.8M RAUM · 2 reps · 585-261-4435 · hywealthmanagement.com
63
ADAPT WEALTH ADVISORS, LLC — reported RAUM up 30% ($253.0M -> $327.8M). IAPD ↗
$327.8M RAUM · 6 reps · 404-594-5559 · adaptwealthadvisors.com
63
BEACON CAPITAL ADVISORY GROUP — reported RAUM up 44% ($105.5M -> $151.7M). IAPD ↗
$151.7M RAUM · 2 reps · 877-801-2322
63
AEGIS CAPITAL CORP. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.43B RAUM · 90 reps · 212-813-1010 · aegiscapcorp.com
63
HOWE AND RUSLING, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$2.03B RAUM · 17 reps · 585-325-4140
63
BOSTON FINANCIAL MANAGEMENT LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$5.01B RAUM · 26 reps · 617-338-8108 · bfminvest.com
63
ASPEN CAPITAL MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.13B RAUM · 6 reps · 208-345-0174 · aspencapitalmgmt.com
63
FIRST NATIONAL ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.37B RAUM · 8 reps · 781-878-7757
63
SCS CAPITAL MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$39.64B RAUM · 78 reps · 617-204-6400
63
BROOKSTONE CAPITAL MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$10.41B RAUM · 319 reps · 630-653-1400 · brookstonecm.com
63
SEACREST WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.56B RAUM · 42 reps · 914-502-1900 · stantongwp.com
63
RIA ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.53B RAUM · 14 reps · 281-501-1791
63
OXBOW ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.10B RAUM · 9 reps · 512-386-1088 · oxbowadvisors.com
63
IRONVINE CAPITAL PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.10B RAUM · 6 reps · 402-916-1702 · ironvinecapital.com
63
TOTAL WEALTH PLANNING, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.18B RAUM · 16 reps · 513-984-6696
63
CLASS VI FAMILY OFFICE, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.19B RAUM · 7 reps · 303-243-5619 · classvipartners.com
63
AVESTAR CAPITAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.53B RAUM · 5 reps · 212-706-4140
63
CHICAGO CAPITAL, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$4.48B RAUM · 13 reps · 312-429-2333
63
MARTEL WEALTH ADVISORS INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.25B RAUM · 12 reps · 360-694-9940
63
SAGE MOUNTAIN ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$3.36B RAUM · 16 reps · (404) 795-8361
63
KWB WEALTH — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.01B RAUM · 9 reps · 909-307-8220
63
PINE GROVE FINANCIAL GROUP — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$1.25B RAUM · 13 reps · 651 714 0323
63
STEPHENS CONSULTING, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.07B RAUM · 10 reps · 810-732-7411
63
MORAN WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$4.74B RAUM · 31 reps · 239-920-4440
63
PORTSIDE WEALTH GROUP, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.13B RAUM · 40 reps · 385-412-1222 · turningpointfinancialgroup.com
63
BARLOW WEALTH PARTNERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.22B RAUM · 5 reps · (502) 308-4270 · barlowwealth.com
62
QCA CAPITAL MANAGEMENT INC — reported RAUM up 36% ($135.4M -> $183.8M). IAPD ↗
$183.8M RAUM · 4 reps · 310-473-4411
62
SEVEN HILLS FINANCIAL, LLC — reported RAUM up 40% ($106.7M -> $149.1M). IAPD ↗
$149.1M RAUM · 4 reps · 850-219-6699
62
HIGH POINT WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($127.7M -> $173.3M). IAPD ↗
$173.3M RAUM · 2 reps · 908-975-3367 · highpointwealth.com
62
ISRAEL INVESTMENT ADVISORS, LLC — reported RAUM up 35% ($34.0M -> $45.9M). IAPD ↗
$45.9M RAUM · 4 reps · 303-861-3798 · israelinvestmentadvisors.com
62
BASCOMB MADISON & JAMES CAPITAL MANAGEMENT — reported RAUM up 40% ($106.0M -> $148.4M). IAPD ↗
$148.4M RAUM · 1 reps · 802-879-3766
62
BARING FINANCIAL LLC — reported RAUM up 38% ($136.4M -> $188.1M). IAPD ↗
$188.1M RAUM · 2 reps · 360-671-7257
62
BRAVE EAGLE WEALTH MANAGEMENT — reported RAUM up 38% ($52.0M -> $72.0M). IAPD ↗
$72.0M RAUM · 2 reps · 212-918-4746
62
CROSS BORDER WEALTH, LLC — reported RAUM up 39% ($100.0M -> $138.8M). IAPD ↗
$138.8M RAUM · 5 reps · 646-688-5333 · crossborder-wealth.com
62
BONFIRE FINANCIAL, LLC — reported RAUM up 39% ($142.2M -> $198.2M). IAPD ↗
$198.2M RAUM · 3 reps · 719-394-3900 · bonfirefinancial.com
62
VALUES ADDED FINANCIAL — reported RAUM up 36% ($172.6M -> $234.2M). IAPD ↗
$234.2M RAUM · 6 reps · 202-599-0915
62
SUNBEAM CAPITAL MANAGEMENT, LLC — reported RAUM up 40% ($152.7M -> $213.2M). IAPD ↗
$213.2M RAUM · 2 reps · (901) 229-2132
62
GO WEALTH MANAGEMENT — reported RAUM up 36% ($121.8M -> $165.6M). IAPD ↗
$165.6M RAUM · 9 reps · 541-338-7631 · gowealthgroup.com
62
VINES CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($123.2M -> $168.3M). IAPD ↗
$168.3M RAUM · 3 reps · 318-450-4664 · vinescapital.com
62
CAPITAL CS GROUP, LLC — reported RAUM up 35% ($129.5M -> $175.4M). IAPD ↗
$175.4M RAUM · 3 reps · 949-447-5405
62
TARGET ROCK WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($44.5M -> $60.8M). IAPD ↗
$60.8M RAUM · 2 reps · 914-580-4530
62
BULMAN WEALTH GROUP — reported RAUM up 35% ($148.2M -> $200.6M). IAPD ↗
$200.6M RAUM · 6 reps · 916-458-8199 · bulmanwealth.com
62
DAUS FINANCIAL GROUP, LLC — reported RAUM up 37% ($154.1M -> $211.0M). IAPD ↗
$211.0M RAUM · 2 reps · (269) 321-7472
61
SKA FINANCIAL SERVICES,INC. — reported RAUM up 33% ($113.0M -> $149.9M). IAPD ↗
$149.9M RAUM · 1 reps · 440-734-3200
61
MARTIN CAPITAL ADVISORS, LLP — reported RAUM up 33% ($125.0M -> $166.6M). IAPD ↗
$166.6M RAUM · 10 reps · 210-694-2100 · martincapital.com
61
INTEGRATED FINANCIAL SOLUTIONS, INC. — reported RAUM up 34% ($168.6M -> $226.6M). IAPD ↗
$226.6M RAUM · 1 reps · 703-295-9200 · ifnadvisors.com
61
STERLING ASSET MANAGEMENT CO INC — reported RAUM up 33% ($65.4M -> $86.8M). IAPD ↗
$86.8M RAUM · 1 reps · 518-265-6968
61
FINANCIAL LIFE PLANNERS — reported RAUM up 31% ($133.0M -> $174.6M). IAPD ↗
$174.6M RAUM · 3 reps · 480-477-8530
61
YARDLEY WEALTH MANAGEMENT LLC — reported RAUM up 30% ($147.2M -> $192.0M). IAPD ↗
$192.0M RAUM · 2 reps · 267-573-1019
61
M.A. WHELAN FINANCIAL PLANNING — reported RAUM up 35% ($43.5M -> $58.7M). IAPD ↗
$58.7M RAUM · 1 reps · (914) 257-3446 · mawhelanfinancial.com
61
MERIDIAN WEALTH ADVISORS, LLC — reported RAUM up 33% ($108.8M -> $144.9M). IAPD ↗
$144.9M RAUM · 1 reps · (505) 828-2220 · wealthtender.com
61
FLAVIN FINANCIAL SERVICES, INC. — reported RAUM up 30% ($129.8M -> $168.9M). IAPD ↗
$168.9M RAUM · 3 reps · (321) 725-4700
61
SPRINGDALE CAPITAL — reported RAUM up 30% ($42.6M -> $55.5M). IAPD ↗
$55.5M RAUM · 1 reps · 203-936-7404 · springdalecap.com
61
WALNUT PRIVATE EQUITY PARTNERS, LLC — reported RAUM up 33% ($145.4M -> $193.5M). IAPD ↗
$193.5M RAUM · 2 reps · 402-991-2201
61
FULCRUM WEALTH ADVISORS, LLC — reported RAUM up 33% ($105.7M -> $140.1M). IAPD ↗
$140.1M RAUM · 4 reps · 425-250-6280
61
PETERSON FINANCIAL GROUP, INC. — reported RAUM up 30% ($190.4M -> $247.6M). IAPD ↗
$247.6M RAUM · 3 reps · 515-226-1500 · petersonfg.com
61
DUTCH ASSET CORPORATION — reported RAUM up 30% ($69.9M -> $91.1M). IAPD ↗
$91.1M RAUM · 4 reps · 518-478-8077 · dutchasset.com
61
GALLAGHER CAPITAL ADVISORS, LLC — reported RAUM up 30% ($155.4M -> $202.6M). IAPD ↗
$202.6M RAUM · 1 reps · (940) 464-0404
61
HARDING WEALTH, INC. — reported RAUM up 30% ($124.4M -> $162.1M). IAPD ↗
$162.1M RAUM · 2 reps · (602) 610-9545
61
SMITH & WYATT — reported RAUM up 32% ($119.8M -> $158.6M). IAPD ↗
$158.6M RAUM · 6 reps · 979-431-5440
61
COLORADO WEALTH GROUP LLC — reported RAUM up 34% ($175.8M -> $235.3M). IAPD ↗
$235.3M RAUM · 9 reps · 720-729-2500 · coloradowealthgroup.com
61
DILLOW WEALTH MANAGEMENT LLC — reported RAUM up 31% ($168.6M -> $221.0M). IAPD ↗
$221.0M RAUM · 2 reps · 224-330-9662 · dillowwealth.com
61
DOWNSHIFT FINANCIAL — reported RAUM up 32% ($102.8M -> $135.4M). IAPD ↗
$135.4M RAUM · 3 reps · (720) 515-0564
61
RETIREMENT INCOME STRATEGIES, LLC — reported RAUM up 32% ($117.2M -> $154.6M). IAPD ↗
$154.6M RAUM · 2 reps · 608-208-1800 · ri-strategies.com
61
KMT WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($133.9M -> $174.9M). IAPD ↗
$174.9M RAUM · 1 reps · 773-895-8962 · kmtwealth.com
61
RBF WEALTH ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$647.7M RAUM · 17 reps · 314-997-1652
61
CAMBRIDGE ADVISORS INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$622.0M RAUM · 6 reps · 402-697-1166
61
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$320.7M RAUM · 4 reps · 901-761-5068 · whcfa.com
61
MONARCH CAPITAL MANAGEMENT INC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$476.4M RAUM · 4 reps · 260-422-2765 · monarchcapitalmgmt.com
61
GALECKI FINANCIAL MANAGEMENT INC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$767.6M RAUM · 6 reps · 260-436-8525 · galecki.com
61
RIGGS ASSET MANAGEMENT CO INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$522.5M RAUM · 7 reps · 570-823-3383 · riggsadvisors.com
61
GKV CAPITAL MANAGEMENT CO INC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$317.2M RAUM · 3 reps · 925-627-8680 · gkvcapital.com
61
COMPASS FINANCIAL ADVISORS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$264.7M RAUM · 7 reps · 260-490-7878
61
SILIGMUELLER & NORVID WEALTH ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$299.2M RAUM · 2 reps · 630-793-9642 · siligmueller.com
61
THE KARRAS COMPANY, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$349.8M RAUM · 4 reps · 801-825-3000 · raymondjames.com
61
HARBOUR INVESTMENT MANAGEMENT L.L.C. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$470.6M RAUM · 5 reps · 425-742-1557 · harbourinvest.com
61
RADEMACHER FINANCIAL, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$262.9M RAUM · 5 reps · 785-865-5308 · rademacherfinancial.com
61
HAGER INVESTMENT MANAGEMENT SERVICES, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$189.4M RAUM · 3 reps · 603-526-4099 · hagerinvestments.com
61
CHESAPEAKE FINANCIAL ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$263.7M RAUM · 8 reps · 410-823-5442
61
SWISHER FINANCIAL CONCEPTS, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$257.5M RAUM · 5 reps · 614-890-1930
61
ETF PORTFOLIO PARTNERS, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$369.0M RAUM · 3 reps · 913-851-1100 · etfpp.com
61
LIFE PLANNING PARTNERS, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$312.0M RAUM · 4 reps · 904-448-5158 · lifeplanningpartners.com
61
ASHDON INVESTMENT MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$402.7M RAUM · 4 reps · 931-461-5733 · ashdon.com
61
ONYX FINANCIAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$426.8M RAUM · 6 reps · 208-522-6400 · onyxfinancial.com
61
HARDING FINANCIAL GROUP, LLC. — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$135.6M RAUM · 1 reps · 614-515-4722
61
HOLLAND ADVISORY SERVICES, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$263.5M RAUM · 11 reps · 386-671-7526
61
TORREY GROWTH & INCOME ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$322.2M RAUM · 2 reps · 760-274-2744
61
GUNDERSON CAPITAL MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$315.3M RAUM · 3 reps · 760-846-2046 · pwstreet.podbean.com
61
HIGHLAND INVESTMENT ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$308.5M RAUM · 10 reps · 414-755-2309 · highlandinvestmentadvisors.com
61
PEDDOCK CAPITAL ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$731.5M RAUM · 5 reps · (781) 848-0288
61
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$816.0M RAUM · 6 reps · (920) 882-5299
61
IRONWOOD FINANCIAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$574.9M RAUM · 6 reps · 520-318-4600 · ironwoodfinancial.com
61
FORTRESS PLANNING GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$279.1M RAUM · 3 reps · 262-264-5838 · bestinwealth.com
61
PARAGON FINANCIAL PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$336.8M RAUM · 2 reps · 310-557-1515 · paragonpodcast.com
61
M1 CAPITAL MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$406.0M RAUM · 5 reps · 2486473474 · m1capitalmanagement.com
61
ASPEN WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$509.6M RAUM · 6 reps · 817-546-6353 · aspenwealthmgmt.com
61
BYRNE & COMPANY WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$124.7M RAUM · 1 reps · 360-338-0645 · byrnewm.com
61
EFINANCIAL ALLIANCE, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$225.8M RAUM · 3 reps · 615-224-8534 · efinancialalliance.com
61
WEALTH ADVISORS OF TAMPA BAY — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$400.8M RAUM · 4 reps · 813-642-7730
61
TIM LOONEY INVESTMENTS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$426.7M RAUM · 3 reps · 407-331-6961 · timlooney.com
61
EPIQ PARTNERS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$287.2M RAUM · 4 reps · (612) 843-4800
61
AIM CAPITAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$291.3M RAUM · 2 reps · 480-346-1556 · aimcapaz.com
61
CORNERSTONE WEALTH PLANNING — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$377.2M RAUM · 8 reps · 704-849-0123 · rpblueprint.com
61
KERBERROSE WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$909.8M RAUM · 12 reps · 715.526.9400
61
MAGELLAN FINANCIAL SOLUTIONS LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$32.5M RAUM · 1 reps · 845-986-9717 · magellanfinancialsolutions.com
61
JPS FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$302.1M RAUM · 3 reps · 440-899-6350 · jpsfinancial.com
61
CADENT CAPITAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$651.0M RAUM · 8 reps · 918-935-3450 · cadcapital.com
61
NAVIGATE PRIVATE WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$462.6M RAUM · 7 reps · 801-676-4588 · navigateprivatewealth.com
61
PITZL FINANCIAL — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$400.0M RAUM · 3 reps · 651-287-3712 · pitzlfinancial.com
61
LINEWEAVER WEALTH ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$908.4M RAUM · 6 reps · 216-520-1711 · ohioretire.com
61
LEADING EDGE FINANCIAL PLANNING LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$360.2M RAUM · 7 reps · 865-240-2292
61
PREMIA GLOBAL ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$299.7M RAUM · 3 reps · (786) 646-9140
61
PROSPERITY ADVISERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$300.8M RAUM · 2 reps · 267-405-6166
61
SEATTLE WEALTH MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$119.3M RAUM · 1 reps · 206-956-9445 · seattlewm.com
61
MRA ADVISORY GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$293.6M RAUM · 8 reps · 844.672.7623
61
LIFEWORKS ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$742.3M RAUM · 33 reps · (616) 200-6512 · brightadvisers.com
61
ALLIUM FINANCIAL ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$638.9M RAUM · 4 reps · 877-487-6860 · alliumfinancial.com
61
WEALTH ALLIANCE ADVISORY GROUP, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$803.8M RAUM · 8 reps · 316.221.3950 · wealthalliance.net
61
NEW WORLD ADVISORS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$722.8M RAUM · 3 reps · 781-749-6922
61
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$599.0M RAUM · 4 reps · (614) 591-4515
61
TRUEWEALTH ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$438.9M RAUM · 13 reps · 205-588-4800
61
VERUM PARTNERS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$827.6M RAUM · 13 reps · (980) 771-3999
61
BIRCHCREEK WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$255.3M RAUM · 3 reps · (937) 567-0646
61
PELKONEN AND ASSOCIATES LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$253.1M RAUM · 2 reps · (631) 396-1032 · ampwealthcare.com
61
THREE CORD TRUE WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$252.2M RAUM · 8 reps · 724-683-3456
61
WEALTH MANAGEMENT PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$667.0M RAUM · 7 reps · 520-297-7999
61
GUIDED CAPITAL WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$250.2M RAUM · 3 reps · 832-975-0710 · guidedcapitalwealth.com
61
NORTHBRIDGE FINANCIAL GROUP, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$305.6M RAUM · 8 reps · (813) 877-8000
61
TOWER WEALTH PARTNERS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$350.5M RAUM · 3 reps · (570) 524-7200
61
PACIFIC SAGE PARTNERS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$857.8M RAUM · 4 reps · (206) 533-0500 · pacificsagepartners.com
61
WINCAP FINANCIAL LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$153.3M RAUM · 5 reps · (617) 590-3250 · wincapfinancial.com
61
FIAT WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$370.6M RAUM · 10 reps · 952-426-9116
61
TRUENORTH WEALTH & IMPACT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$432.1M RAUM · 2 reps · 417-434-9400
61
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$168.8M RAUM · 4 reps · (310) 795-0622
61
GUIDANCE CAPITAL, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$384.2M RAUM · 7 reps · (502) 813-2100 · guidancecapital.com
61
EVEXIA WEALTH, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$329.4M RAUM · 6 reps · (715) 344-9496 · evexiawealth.com
61
HERITAGE OAK WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$289.9M RAUM · 5 reps · (479) 230-3113
61
NAVIGATE FINANCIAL LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$300.2M RAUM · 2 reps · 801-905-1644
61
BALANCED WEALTH GROUP LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$419.9M RAUM · 6 reps · (440) 871-6501 · choosebalance.com
61
RAINIER FAMILY WEALTH, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$237.7M RAUM · 2 reps · 253-448-2107
61
LATHROP INVESTMENT MANAGEMENT COMPANY — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$937.1M RAUM · 4 reps · 501-227-4930 · limc.com
60
COBLER CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($126.6M -> $161.6M). IAPD ↗
$161.6M RAUM · 3 reps · (785) 582-5805 · bobschwarzfinancial.com
60
GREGORY LYLE & CO. — reported RAUM up 25% ($162.9M -> $204.1M). IAPD ↗
$204.1M RAUM · 1 reps · 425-455-4545
60
CARMICHAEL CREEL INVESTMENTS — reported RAUM up 26% ($113.0M -> $141.9M). IAPD ↗
$141.9M RAUM · 2 reps · 615-595-5825
60
NORTHSTAR FINANCIAL ADVISORS, INC. — reported RAUM up 27% ($139.8M -> $177.5M). IAPD ↗
$177.5M RAUM · 1 reps · 973 896-6666 · nfai.com
60
MWS CAPITAL CONSULTANTS LLC — reported RAUM up 25% ($125.6M -> $157.2M). IAPD ↗
$157.2M RAUM · 2 reps · 773-412-4302 · mwscapital.com
60
NEW HORIZON FINANCIAL STRATEGIES, LLC — reported RAUM up 26% ($145.4M -> $183.8M). IAPD ↗
$183.8M RAUM · 5 reps · 607-275-1275 · strebelcpa.com
60
OFC WEALTH MANAGEMENT — reported RAUM up 25% ($122.2M -> $153.0M). IAPD ↗
$153.0M RAUM · 2 reps · 973-258-1007
60
MACE CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($58.2M -> $74.3M). IAPD ↗
$74.3M RAUM · 1 reps · 212-626-6632
60
FIDUCIARY MANAGEMENT GROUP, LLC — reported RAUM up 30% ($49.4M -> $64.2M). IAPD ↗
$64.2M RAUM · 1 reps · 212-626-6581 · fmgwealth.com
60
ALPENGLOBAL CAPITAL, LLC — reported RAUM up 28% ($132.2M -> $169.0M). IAPD ↗
$169.0M RAUM · 1 reps · 415-424-4005 XT. 21 · alpenglobalcapital.com
60
BARRON FINANCIAL GROUP, LLP — reported RAUM up 28% ($131.6M -> $168.8M). IAPD ↗
$168.8M RAUM · 2 reps · 860.489.0432 · barronfinancialgroup.com
60
ANDREW HILL INVESTMENT ADVISORS, INC. — reported RAUM up 29% ($172.7M -> $222.3M). IAPD ↗
$222.3M RAUM · 2 reps · 239-450-3999
60
RM SINCERBEAUX CAPITAL MANAGEMENT, LLC. — reported RAUM up 29% ($178.0M -> $230.0M). IAPD ↗
$230.0M RAUM · 1 reps · 917-324-1603
60
FINANCIAL INSTITUTION SERVICES, LLC — reported RAUM up 27% ($173.2M -> $220.4M). IAPD ↗
$220.4M RAUM · 2 reps · 248-661-8190 · adviceman.net
60
LARSEN WEALTH MANAGEMENT — reported RAUM up 26% ($120.4M -> $151.4M). IAPD ↗
$151.4M RAUM · 3 reps · 916-939-6860 · larsenwealthmanagement.com
60
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT — reported RAUM up 29% ($169.5M -> $217.9M). IAPD ↗
$217.9M RAUM · 11 reps · 317-350-4255 · tsnwealth.com
60
BAUTIS FINANCIAL, LLC — reported RAUM up 29% ($122.0M -> $156.8M). IAPD ↗
$156.8M RAUM · 2 reps · 862-205-5800
60
CHELSEA ADVISORY SERVICES, INC — reported RAUM up 26% ($101.0M -> $126.9M). IAPD ↗
$126.9M RAUM · 22 reps · 718-967-8400 · chfs.com
60
WORTH ADVISORS — reported RAUM up 30% ($179.3M -> $232.9M). IAPD ↗
$232.9M RAUM · 11 reps · 704-731-0121 · coachnetworth.com
60
VIEWPOINT CAPITAL MANAGEMENT — reported RAUM up 28% ($177.6M -> $228.0M). IAPD ↗
$228.0M RAUM · 1 reps · 206-219-1410 · viewpointcapitalllc.com
60
OCTAVIA INVESTMENTS LLC — reported RAUM up 30% ($192.1M -> $248.9M). IAPD ↗
$248.9M RAUM · 1 reps · 775-241-8140 · octaviainvestments.com
60
REDWOOD INVESTMENT GROUP, INC — reported RAUM up 27% ($139.0M -> $176.4M). IAPD ↗
$176.4M RAUM · 3 reps · 707-964-9700 · myredwoodinvestments.com
60
INNOVA WEALTH PARTNERS, LLC — reported RAUM up 28% ($178.4M -> $228.2M). IAPD ↗
$228.2M RAUM · 4 reps · (888) 270-1574 · myinnovawealth.com
60
ONE HOPPER ASSET MANAGEMENT — reported RAUM up 26% ($40.9M -> $51.7M). IAPD ↗
$51.7M RAUM · 2 reps · 315-734-1410
60
SIMS INVESTMENT MANAGEMENT LLC — reported RAUM up 27% ($193.7M -> $245.9M). IAPD ↗
$245.9M RAUM · 4 reps · 513-278-7467 · simsinvestment.com
60
LEGACY WEALTH MANAGEMENT INC. — reported RAUM up 25% ($141.7M -> $177.3M). IAPD ↗
$177.3M RAUM · 4 reps · 877-650-4738
60
PATHWISE — reported RAUM up 25% ($162.5M -> $203.6M). IAPD ↗
$203.6M RAUM · 2 reps · 925-939-5607 · pathwise.co
60
CULTIVATING WEALTH — reported RAUM up 27% ($131.2M -> $166.6M). IAPD ↗
$166.6M RAUM · 6 reps · (646) 693-7451
60
MEDICUS WEALTH PLANNING, INC. — reported RAUM up 29% ($100.9M -> $130.3M). IAPD ↗
$130.3M RAUM · 4 reps · 801-994-4777
60
YOUR FINANCIAL PHARMACIST — reported RAUM up 28% ($27.7M -> $35.4M). IAPD ↗
$35.4M RAUM · 4 reps · 614-618-5901
60
VIRTUE ASSET MANAGEMENT LLC — reported RAUM up 26% ($147.7M -> $185.4M). IAPD ↗
$185.4M RAUM · 2 reps · 847-892-7145
60
ADVICE & PLANNING SERVICES LLC — reported RAUM up 27% ($133.9M -> $169.9M). IAPD ↗
$169.9M RAUM · 1 reps · 724-635-0427 · adviceandplanning.com
60
PROTA FINANCIAL — reported RAUM up 28% ($182.0M -> $233.7M). IAPD ↗
$233.7M RAUM · 12 reps · 713-568-8171
60
RED CRANE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($106.0M -> $134.1M). IAPD ↗
$134.1M RAUM · 3 reps · 415-316-0982
60
SPURSTONE — reported RAUM up 26% ($123.6M -> $155.4M). IAPD ↗
$155.4M RAUM · 2 reps · 860-264-1111
60
LAUER WEALTH MANAGEMENT — reported RAUM up 26% ($141.1M -> $178.2M). IAPD ↗
$178.2M RAUM · 3 reps · 219-243-8129 · lauerwealth.com
60
KANE FINANCIAL — reported RAUM up 28% ($44.4M -> $56.6M). IAPD ↗
$56.6M RAUM · 1 reps · (315) 801-9028 · kanefp.com
60
GRANT PRIVATE WEALTH MANAGEMENT — reported RAUM up 26% ($105.8M -> $133.9M). IAPD ↗
$133.9M RAUM · 4 reps · 925-378-5000
60
VESTED FINANCIAL PLANNING, LLC — reported RAUM up 27% ($101.6M -> $129.2M). IAPD ↗
$129.2M RAUM · 1 reps · 650-315-7372
60
AVANT FINANCIAL ADVISORS — reported RAUM up 25% ($126.6M -> $158.5M). IAPD ↗
$158.5M RAUM · 2 reps · 512-910-2467
60
FIDUCIARY WEALTH GROUP, LLC — reported RAUM up 26% ($110.7M -> $140.0M). IAPD ↗
$140.0M RAUM · 2 reps · 855-560-7171 · fiduciarywealthgroup.com
60
COOKSEN WEALTH, LLC — reported RAUM up 26% ($141.9M -> $178.9M). IAPD ↗
$178.9M RAUM · 3 reps · (832) 592-2554 · cooksenwealth.com
60
BIRCH WEALTH MANAGEMENT — reported RAUM up 30% ($38.3M -> $49.7M). IAPD ↗
$49.7M RAUM · 1 reps · 315-795-2005
60
PALADINO WEALTH — reported RAUM up 28% ($129.1M -> $165.2M). IAPD ↗
$165.2M RAUM · 2 reps · (936) 444-2583 · paladinowealth.com
60
WISE WEALTH PARTNERS, LLC — reported RAUM up 26% ($100.9M -> $126.6M). IAPD ↗
$126.6M RAUM · 2 reps · 480-239-6914
60
SKY-MOUNTAIN CAPITAL MANAGEMENT — reported RAUM up 27% ($148.3M -> $188.8M). IAPD ↗
$188.8M RAUM · 1 reps · 208-471-4261 · sky-mountaincapital.com
60
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC — reported RAUM up 27% ($184.3M -> $234.6M). IAPD ↗
$234.6M RAUM · 6 reps · (865) 862-5956 · secwealthmanagement.com
60
VERUS FINANCIAL GROUP — reported RAUM up 29% ($100.7M -> $129.7M). IAPD ↗
$129.7M RAUM · 4 reps · 713-909-3188
60
UTA LLC — reported RAUM up 29% ($144.7M -> $186.7M). IAPD ↗
$186.7M RAUM · 2 reps · 360.360.0344 · uptownadv.com
60
TRUEWEALTH FINANCIAL PARTNERS — reported RAUM up 26% ($178.7M -> $224.7M). IAPD ↗
$224.7M RAUM · 3 reps · 425-615-7360 · truewealthfp.com
60
PEACE OF MIND WEALTH MANAGEMENT — reported RAUM up 26% ($169.3M -> $214.1M). IAPD ↗
$214.1M RAUM · 6 reps · 919-787-8866
60
CROWN POINT WEALTH ADVISORS — reported RAUM up 27% ($111.0M -> $141.5M). IAPD ↗
$141.5M RAUM · 3 reps · 541-386-2792
60
CENTERPOINT ADVISORY GROUP, LLC — reported RAUM up 27% ($186.4M -> $236.8M). IAPD ↗
$236.8M RAUM · 5 reps · 913-685-3001 · centerpointadvisory.com
60
CORNERSTONE FINANCIAL GROUP — reported RAUM up 25% ($146.9M -> $183.8M). IAPD ↗
$183.8M RAUM · 5 reps · 920-832-3821 · cfgwi.com
60
LIFEGOAL WEALTH ADVISORS LLC — reported RAUM up 25% ($140.0M -> $175.0M). IAPD ↗
$175.0M RAUM · 3 reps · 607-434-0742
60
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. — reported RAUM up 28% ($193.4M -> $247.8M). IAPD ↗
$247.8M RAUM · 4 reps · 858-513-8445
58
NEFPG — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$226.9M RAUM · 2 reps · 781-272-2200 · nefpg.com
58
GRAGG FINANCIAL — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$205.2M RAUM · 2 reps · 704-482-2001 · graggfinancial.com
58
FINANCIAL SOLUTIONS ASSOCIATES — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$136.0M RAUM · 1 reps · 781-251-0505 · sustainableinvestmentsolutions.net
58
GIBSON FINANCIAL SOLUTIONS, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$124.9M RAUM · 1 reps · 207-667-9993 · gibsonfinancialsolutions.com
58
WH CORNERSTONE INVESTMENTS INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$180.9M RAUM · 2 reps · (888) 797-9009
58
CROSSGATE WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$236.2M RAUM · 3 reps · (215) 860-2234
58
PACESETTER FINANCIAL GROUP, L.L.C. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$145.5M RAUM · 4 reps · 217-735-1576
58
ANCHOR CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$50.4M RAUM · 2 reps · 607.272.0004 · anchorithaca.com
58
SAFE HARBOR ASSET MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$33.8M RAUM · 2 reps · 631-421-4341
58
BROADWING CAPITAL ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$126.4M RAUM · 1 reps · 415-381-7555 · broadwingcapital.com
58
THE PRACTICAL PLANNER — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$125.5M RAUM · 2 reps · 978-448-3403 · practicalplanner.com
58
GLOBAL FINANCIAL ADVISORY SERVICES, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$218.4M RAUM · 3 reps · (661) 286-0044
58
FLAVIN FINANCIAL SERVICES, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$168.9M RAUM · 3 reps · (321) 725-4700
58
BARNSTONE ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$214.6M RAUM · 3 reps · 610-917-2210 · barnstoneadvisors.com
58
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$201.5M RAUM · 2 reps · 415-259-3933 · hzadvisors.com
58
VANNOY ADVISORY GROUP, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$145.3M RAUM · 1 reps · 512-759-7759 · vannoyadvisorygroup.com
58
NORTHLAND CAPITAL MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$196.3M RAUM · 3 reps · 218-741-5390 · northlandcap.com
58
INSIGHT FINANCIAL SERVICES — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$197.5M RAUM · 5 reps · 913-402-2020
58
BAUTIS FINANCIAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$156.8M RAUM · 2 reps · 862-205-5800
58
ARMADA ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$168.3M RAUM · 2 reps · 850-497-6167 · armadaadvisors.com
58
MY PORTFOLIO GUIDE, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$142.5M RAUM · 1 reps · (562)799-5595 · pinterest.com
58
ISRAEL INVESTMENT ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$45.9M RAUM · 4 reps · 303-861-3798 · israelinvestmentadvisors.com
58
D'ARCY CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$178.6M RAUM · 4 reps · 858-461-4391 · darcycapital.com
58
TRIMARC WEALTH MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$240.9M RAUM · 1 reps · 518-450-7091 · trimarcwm.com
58
MARIACA WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$205.9M RAUM · 2 reps · 561-650-8061 · passporttoretirement.com
58
MARRICK WEALTH — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$173.8M RAUM · 3 reps · 949.258.9700 · marrickwealth.com
58
DAVIDOV FINANCIAL COACHING, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$112.9M RAUM · 2 reps · (516) 587-5550 · davidovfinancial.com
58
DUTCH ASSET CORPORATION — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$91.1M RAUM · 4 reps · 518-478-8077 · dutchasset.com
58
MONTEREY WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$237.8M RAUM · 3 reps · 404-201-2284
58
LUMINIST CAPITAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$140.7M RAUM · 3 reps · 616-600-4517
58
BOON CAPITAL ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$158.7M RAUM · 1 reps · 224-326-2044
58
PERISSOS PRIVATE WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$164.9M RAUM · 3 reps · 405-212-9690
58
GOODSTEIN WEALTH MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$97.9M RAUM · 3 reps · 818-995-3500 · goodsteinwealthmanagement.com
58
SLOAN ADVISORY GROUP, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$53.8M RAUM · 1 reps · 888-978-8880
58
ELEVATE CAPITAL ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$156.5M RAUM · 4 reps · 970-328-7526
58
JERICHO FINANCIAL — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$191.5M RAUM · 3 reps · (614) 948-0039
58
VALUES ADDED FINANCIAL — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$234.2M RAUM · 6 reps · 202-599-0915
58
PLAN FIRST WEALTH LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$120.4M RAUM · 3 reps · 646 201 4865
58
KDT ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$229.8M RAUM · 4 reps · 929-293-1270 · kdtadvisors.com
58
VANWEELDEN WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$119.7M RAUM · 2 reps · (513) 942-8961 · vanweeldengroup.com
58
MASTERS LEGACY PLANNING — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$242.1M RAUM · 2 reps · 609-601-0800 · mlegacy.com
58
MAINSTREAM CAPITAL MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$209.9M RAUM · 2 reps · 213-365-6773 · mainstreamcapital.com
58
SCHOLAR FINANCIAL ADVISING, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$0 RAUM · 5 reps · (336) 360-6833 · scholarfinancialadvising.com
58
THOMPSON CAPITAL MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$183.1M RAUM · 3 reps · (312) 278 1003 · thompsoncm.com
58
RIVERBEND WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$233.0M RAUM · 3 reps · (843) 970-1049
58
CAPITAL MANAGEMENT ADVISOR GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$188.1M RAUM · 1 reps · 925-935-8200 · cmadvisorgroup.com
58
WESTVIEW INVESTMENT ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$196.8M RAUM · 3 reps · 802-489-5342
58
U.S.A. FINANCIAL & TAX SERVICES, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$120.0M RAUM · 2 reps · 860-430-2138 · usafinancialandtaxservices.com
58
COLORADO WEALTH GROUP LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$235.3M RAUM · 9 reps · 720-729-2500 · coloradowealthgroup.com
58
DEFINED FINANCIAL PLANNING LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$137.3M RAUM · 4 reps · (510) 200-8655
58
THRIVE RETIREMENT SPECIALISTS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$209.5M RAUM · 2 reps · (833) 217-9613 · thriveretire.com
58
TARGET ROCK WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$60.8M RAUM · 2 reps · 914-580-4530
58
GOLDEN ROAD ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$170.0M RAUM · 3 reps · 813-491-1593 · goldenroadadvisors.com
58
103 ADVISORY GROUP — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$224.8M RAUM · 3 reps · 312-543-8759 · 103advisory.com
58
DMLO WEALTH PLANNING, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$21.9M RAUM · 4 reps · (502) 813-2100 · dmlowealthplanning.com
58
RPR FINANCIAL — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$128.8M RAUM · 3 reps · 913-274-1452 · rprfinancial.com
58
CROWN POINT WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$141.5M RAUM · 3 reps · 541-386-2792
58
DAUS FINANCIAL GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$211.0M RAUM · 2 reps · (269) 321-7472
58
POLARIS INVESTMENT ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$178.4M RAUM · 2 reps · (508) 481-2299 · polarisadv.com
58
CENTERPOINT ADVISORY GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$236.8M RAUM · 5 reps · 913-685-3001 · centerpointadvisory.com
58
CORNERSTONE FINANCIAL GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$183.8M RAUM · 5 reps · 920-832-3821 · cfgwi.com
58
FLAX POND CAPITAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$172.8M RAUM · 1 reps · 508-548-2218 · flaxpondcapital.com
58
ELEVATION WEALTH PARTNERS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$190.6M RAUM · 2 reps · (561) 491-0518 · elevationwealthpartners.net
58
LAKESHORE CAPITAL GROUP, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$153.2M RAUM · 2 reps · 847-701-0400 · thelakeshorecapitalgroup.com
58
WILLOW — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$110.1M RAUM · 5 reps · (479) 709-3949 · willowfinancialnwa.com
58
STIRLING FINANCIAL GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$152.4M RAUM · 1 reps · 619-435-1210 · stirlingfinancialgroup.com
58
MAIN ADVISORY, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$128.2M RAUM · 2 reps · (724) 731-0173 · mainadvisory.com
58
FINANCIAL SCAFFOLDING, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 1 reps · 734 4505711 · financial-scaffolding.com
58
WAYSTONE ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$136.1M RAUM · 4 reps · (425) 484-0045 · waystoneadvisors.com
58
ARIMATHEA — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$2.7M RAUM · 3 reps · 707-813-7070 · arimatheainvesting.com
58
ROXBURY FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$141.5M RAUM · 2 reps · 973-928-7181 · roxburyfinancial.com
58
THE LIFE WEALTH GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$177.7M RAUM · 9 reps · 407-299-4129 · thelifewealthgroup.com
58
LOOMIS CAPITAL MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$197.6M RAUM · 1 reps · 203-249-6431 · loomiscapitalmanagement.com
58
BEACON CAPITAL ADVISORY GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$151.7M RAUM · 2 reps · 877-801-2322
58
ALIGN FINANCIAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$39.5M RAUM · 3 reps · 214-519-8750 · alignfinancialadvisors.com
85
CORYELL INVESTMENT 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 · 646-907-5632 · coryell.com
85
THISTLE CREEK CAPITAL, LLC — (LEHI, UT) is newly SEC-registered with $183.6M RAUM and 6 advisory reps. IAPD ↗institutional
$183.6M RAUM · 6 reps · 801-608-2856 · thistlecreek.com
85
CARO INVESTORS — (CHEVY CHASE, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 571.679.3476 · caroinvestors.com
85
DRC INVESTMENT ADVISORS, LLC — (SANTA MONICA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 901-598-4763 · debtreservecapital.com
85
ADAMS STREET ADVISORS, LLC — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 142 advisory reps. IAPD ↗institutional
$0 RAUM · 142 reps · 312-553-7890 · adamsstreetpartners.com
85
WILLOW PARTNER ADVISORS, LLC — (PRIDES CROSSING, MA) is newly SEC-registered with $0 RAUM and 10 advisory reps. IAPD ↗institutional
$0 RAUM · 10 reps · 413-519-3519 · my.trustwillow.com
85
ALTIUM INVESTMENT STRATEGIES LLC — (WESLEY CHAPEL, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 813-215-7783
85
THE FAMILY OFFICES GLOBAL VENTURES INC. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 310 994 0619
85
ELDRIDGE SME ADVISERS — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗institutional
$0 RAUM · 8 reps · (212) 895-2000 · eldridge.com
85
EVERVIEW PARTNERS, L.P. — (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)242-5800 · everviewcap.com
85
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 170 advisory reps. IAPD ↗institutional
$0 RAUM · 170 reps · (212) 419-3000
85
CC CAPITAL INSURANCE ADVISORS 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 · 212-355-5515 · cc.capital
85
OASIS CAPITAL PARTNERS — (GILBERT, AZ) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 715-843-5518
85
AZORIA CAPITAL, INC. — (WASHINGTON, DC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 305-542-9112 · azoriapartners.com
83
CROSSBEAM VENTURE PARTNERS — (NEW YORK, NY) is newly SEC-registered with $423.1M RAUM and 3 advisory reps. IAPD ↗fund
$423.1M RAUM · 3 reps · 212-812-0210 · crossbeam.vc
83
CITATION — (DALLAS, TX) is newly SEC-registered with $547.1M RAUM and 12 advisory reps. IAPD ↗fund
$547.1M RAUM · 12 reps · 469-607-0253 · citation.capital
83
SITUATIONAL AWARENESS LP — (SAN FRANCISCO, CA) is newly SEC-registered with $383.0M RAUM and 2 advisory reps. IAPD ↗fund
$383.0M RAUM · 2 reps · 628-226-7461
80
PUISSANCE CAPITAL MANAGEMENT LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $14.9M RAUM and 1 advisory reps. IAPD ↗fund
$14.9M RAUM · 1 reps · 212-878-3702 · puissancecapital.com
80
BLEECKER STREET CAPITAL MANAGEMENT, LLC — (BROOKLYN, NY) is newly SEC-registered with $64.0M RAUM and 3 advisory reps. IAPD ↗fund
$64.0M RAUM · 3 reps · 843-801-5871 · bleeckerstreetresearch.com
80
KUAHIWI MANAGEMENT LLC — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $21.4M RAUM and 4 advisory reps. IAPD ↗fund
$21.4M RAUM · 4 reps · (617) 214-3405
75
INVESCO INVESTMENT ADVISERS LLC — grew from 10 to 28 advisory reps. IAPD ↗institutional
$4.63B RAUM · 28 reps · 713-214-1919 · invesco.com
70
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD — (MUMBAI, India) is newly SEC-registered with $2.18B RAUM and 27 advisory reps. IAPD ↗foreign
$2.18B RAUM · 27 reps · 022-69925500 · valuequest.in
70
NORTHCAPE CAPITAL — (SYDNEY, NEW SOUTH WALES, Australia) is newly SEC-registered with $9.13B RAUM and 17 advisory reps. IAPD ↗foreign
$9.13B RAUM · 17 reps · 02-8234-3623
68
PROMETHEUS WEALTH MANAGEMENT SAM — (MONACO, Monaco) is newly SEC-registered with $950.0M RAUM and 6 advisory reps. IAPD ↗foreign
$950.0M RAUM · 6 reps · 00377-99-99-75-75
65
EXCHANGE TRADED CONCEPTS, LLC — reported RAUM up 85% ($5.49B -> $10.17B). IAPD ↗institutional
$10.17B RAUM · 14 reps · 405-778-8377
65
WINSHORE CAPITAL PARTNERS LP — reported RAUM up 263% ($1.56B -> $5.65B). IAPD ↗institutional
$5.65B RAUM · 5 reps · 646-751-5668 · winshorecapital.com
65
INTEGRATED FINANCIAL PLANNING SERVICES — (HEIDELBERG, Germany) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · 443-450-4543 · ifpsonline.com
65
TANCOOK INVESTMENT MANAGEMENT LIMITED — (TORONTO, ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
$0 RAUM · 4 reps · (647) 338-1915 · tancookinvestment.com
65
DT INVESTMENT MANAGEMENT IFSC LLP — (GIFT CITY, GANDHI NAGAR, GUJARAT, India) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
$0 RAUM · 4 reps · -9768113795
65
ILS ADVISORY SERVICES, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$1.19B RAUM · 6 reps · 804-399-0344
63
SEYMOUR ASSET MANAGEMENT LLC — reported RAUM up 512% ($60.0M -> $367.0M). IAPD ↗institutional
$367.0M RAUM · 1 reps · 2123414030 · seymouram.com
63
NAVIGATE 401K, LLC — reported RAUM up 96% ($132.0M -> $258.9M). IAPD ↗institutional
$258.9M RAUM · 3 reps · 205-224-9502 · navigate401k.com
62
OMNICAP GROUP LLC — reported RAUM up 62% ($3.93B -> $6.38B). IAPD ↗institutional
$6.38B RAUM · 4 reps · 310-318-3091 · omnicap.net
62
SMITH CAPITAL INVESTORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗institutional
$5.27B RAUM · 11 reps · 303-597-5555
62
WINSHORE CAPITAL PARTNERS LP — grew from 3 to 5 advisory reps. IAPD ↗institutional
$5.65B RAUM · 5 reps · 646-751-5668 · winshorecapital.com
61
NATIONWIDE ASSET MANAGEMENT, LLC — grew from 91 to 97 advisory reps. IAPD ↗fund
$13.59B RAUM · 97 reps · 614-435-6274
61
ROKOS CAPITAL MANAGEMENT (US) LP — grew from 17 to 23 advisory reps. IAPD ↗fund
$20.88B RAUM · 23 reps · 16464481400 · rokoscapital.com
61
KEYBANC CAPITAL MARKETS RESEARCH, LLC — grew from 74 to 80 advisory reps. IAPD ↗institutional
$0 RAUM · 80 reps · 216-689-3873 · key.com
60
ALTERNATIVE ACCESS FUNDS, LLC — reported RAUM up 121% ($12.4M -> $27.5M). IAPD ↗institutional
$27.5M RAUM · 1 reps · 323-925-3305 #100
60
THOR FINANCIAL TECHNOLOGIES — reported RAUM up 132% ($49.2M -> $113.9M). IAPD ↗institutional
$113.9M RAUM · 3 reps · 412-860-6078 · thorft.com
60
TEUCRIUM INVESTMENT ADVISORS, LLC — reported RAUM up 2409% ($4.9M -> $123.2M). IAPD ↗institutional
$123.2M RAUM · 4 reps · 802-540-0019 · teucrium.com
60
KURV INVESTMENT MANAGEMENT LLC — reported RAUM up 909% ($3.8M -> $38.7M). IAPD ↗institutional
$38.7M RAUM · 2 reps · 888-393-5878
60
RIVER1 ASSET MANAGEMENT LLC — reported RAUM up 188% ($21.1M -> $60.7M). IAPD ↗institutional
$60.7M RAUM · 2 reps · 920-583-1476
60
MARINER INVESTMENT GROUP, LLC — grew from 69 to 74 advisory reps. IAPD ↗fund
$119.84B RAUM · 74 reps · 914-670-4300 · marinerinvestment.com
60
STWD INVESTMENT MANAGEMENT, LLC — grew from 105 to 110 advisory reps. IAPD ↗fund
$4.73B RAUM · 110 reps · 305.695.5500
60
PEAKLINE PARTNERS, LLC — grew from 5 to 10 advisory reps. IAPD ↗fund
$2.27B RAUM · 10 reps · 312-429-2400 · peakline.com
60
POP VENTURE ADVISERS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$100,000 RAUM · 1 reps · 917-693-2798
60
ATOMIC VAULTS ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$0 RAUM · 2 reps · 203-535-2052 · atomicvaults.com
60
MILITIA INVESTMENTS, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$0 RAUM · 1 reps · 773-442-2294
60
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗fund
$4.25B RAUM · 3 reps · 212-278-6000 · 1864cap.com
59
HOLBROOK HOLDINGS, INC. — reported RAUM up 49% ($1.55B -> $2.30B). IAPD ↗institutional
$2.30B RAUM · 3 reps · 678-400-3980 · holbrookholdings.com
59
AZORA CAPITAL LP — reported RAUM up 71% ($1.56B -> $2.67B). IAPD ↗fund
$2.67B RAUM · 5 reps · 212-651-2231 · azoracapital.com
58
FOREST CAPITAL MANAGEMENT, LLC — reported RAUM up 44% ($2.03B -> $2.92B). IAPD ↗institutional
$2.92B RAUM · 6 reps · 312-809-6010
58
SMITH CAPITAL INVESTORS, LLC — reported RAUM up 42% ($3.72B -> $5.27B). IAPD ↗institutional
$5.27B RAUM · 11 reps · 303-597-5555
58
DISTILLATE CAPITAL PARTNERS LLC — reported RAUM up 40% ($1.61B -> $2.25B). IAPD ↗institutional
$2.25B RAUM · 3 reps · 312-270-1212 · distillatecapital.com
58
PING CAPITAL MANAGEMENT, INC. — reported RAUM up 131% ($187.5M -> $433.0M). IAPD ↗fund
$433.0M RAUM · 8 reps · 212-257-6850 · pingfinancial.com
58
BELLTOWER PARTNERS — 's provisional registration is now fully approved. IAPD ↗fund
$477.7M RAUM · 4 reps · 212-960-8042 · belltowerpartners.com
57
KA FUND ADVISORS, LLC — reported RAUM up 37% ($2.38B -> $3.26B). IAPD ↗institutional
$3.26B RAUM · 10 reps · 713-493-2020 · kaynefunds.com
57
EAB INVESTMENT GROUP, LLC — reported RAUM up 61% ($136.1M -> $219.6M). IAPD ↗institutional
$219.6M RAUM · 4 reps · 646-583-0032 · eabinvestmentgroup.com
57
INVICTUS FIDUCIARY SERVICES, LLC — reported RAUM up 49% ($645.4M -> $958.9M). IAPD ↗institutional
$958.9M RAUM · 3 reps · (901) 260-1444 · invictusfiduciary.com
57
BLUEPRINT FUND MANAGEMENT — reported RAUM up 46% ($218.8M -> $318.9M). IAPD ↗institutional
$318.9M RAUM · 3 reps · 336-609-7522 · blueprintmutualfunds.com
57
PLACEHOLDER MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗fund
$1.26B RAUM · 5 reps · 9292449167
57
ARDMORE ROAD ASSET MANAGEMENT LP — grew from 6 to 8 advisory reps. IAPD ↗fund
$1.59B RAUM · 8 reps · 203-872-9030 · ardmoreroad.com
57
ABRAHAM TRADING COMPANY — grew from 1 to 3 advisory reps. IAPD ↗institutional
$78.8M RAUM · 3 reps · 806-323-8000
57
TEUCRIUM INVESTMENT ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗institutional
$123.2M RAUM · 4 reps · 802-540-0019 · teucrium.com
55
PACIFIC HEIGHTS ASSET MANAGEMENT, LLC — reported RAUM up 27% ($3.12B -> $3.96B). IAPD ↗institutional
$3.96B RAUM · 2 reps · 415-398-8000
55
LANDSCAPE CAPITAL MANAGEMENT LLC — reported RAUM up 53% ($1.50B -> $2.29B). IAPD ↗fund
$2.29B RAUM · 11 reps · 201-266-7984 · landscapecapital.com
55
TACTICAL INFRASTRUCTURE PARTNERS — reported RAUM up 117% ($86.3M -> $186.8M). IAPD ↗fund
$186.8M RAUM · 5 reps · 315-388-8802 · tacticalinfra.com
55
ELTURA CAPITAL MANAGEMENT, LLC — reported RAUM up 2066% ($7.3M -> $157.9M). IAPD ↗fund
$157.9M RAUM · 4 reps · 201-394-6273 · eltura.com
55
AOT INVEST LLC — reported RAUM up 54% ($31.9M -> $49.1M). IAPD ↗institutional
$49.1M RAUM · 1 reps · 563-320-1688
55
SLG CAPITAL MANAGEMENT LLC — reported RAUM up 301% ($25.0M -> $100.3M). IAPD ↗fund
$100.3M RAUM · 15 reps · 212-594-2700
55
EXOS ASSET MANAGEMENT LLC — grew from 7 to 12 advisory reps. IAPD ↗fund
$99.5M RAUM · 12 reps · (646) 814-0996 · exosfinancial.com
55
ELTURA CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$157.9M RAUM · 4 reps · 201-394-6273 · eltura.com
55
DJA CAPITAL MANAGEMENT, LP — 's provisional registration is now fully approved. IAPD ↗fund
$25.9M RAUM · 2 reps · 646-693-4166
55
TWO PARKS CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗fund
$202.2M RAUM · 5 reps · 1-212-207-6820
55
STROBE VENTURES — 's provisional registration is now fully approved. IAPD ↗fund
$235.3M RAUM · 3 reps · (315) 202 1002 · strobe.fund
54
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES — reported RAUM up 31% ($231.0M -> $301.8M). IAPD ↗institutional
$301.8M RAUM · 1 reps · 713-626-8184 · lehecoserv.com
54
ZUNA, LLC — reported RAUM up 34% ($289.8M -> $389.6M). IAPD ↗institutional
$389.6M RAUM · 5 reps · 971-339-5701 · teamzuna.com
54
BALEEN CAPITAL MANAGEMENT LLC — reported RAUM up 71% ($112.5M -> $192.7M). IAPD ↗fund
$192.7M RAUM · 1 reps · 646-389-2833
54
CFT CAPITAL MANAGEMENT, LLC — reported RAUM up 47% ($2.29B -> $3.36B). IAPD ↗fund
$3.36B RAUM · 10 reps · 3109808840
53
WSC & COMPANY, LLC — reported RAUM up 54% ($203.8M -> $313.3M). IAPD ↗fund
$313.3M RAUM · 2 reps · 704-408-9943 · wscandcompany.com
53
BRAESWOOD CARBON MANAGEMENT, LLC — reported RAUM up 55% ($185.9M -> $288.0M). IAPD ↗fund
$288.0M RAUM · 3 reps · 415-325-2523 · braeswoodcarbon.com
53
BEAR CREEK FUND ADVISORS LLC — grew from 8 to 11 advisory reps. IAPD ↗fund
$195.0M RAUM · 11 reps · 303-459-7333 · bearcreekam.com
52
TRIATOMIC CAPITAL — reported RAUM up 46% ($181.8M -> $265.1M). IAPD ↗fund
$265.1M RAUM · 4 reps · 917-887-0705
51
CLEARLIGHT PARTNERS MANAGEMENT, LLC — reported RAUM up 40% ($309.5M -> $433.9M). IAPD ↗fund
$433.9M RAUM · 7 reps · 949-725-6610 · clearlightpartners.com
50
GST MANAGEMENT, LLC — reported RAUM up 27% ($44.7M -> $56.9M). IAPD ↗institutional
$56.9M RAUM · 1 reps · (646) 400-1994 · regimepilot.com
50
TFJ MANAGEMENT, LLC — reported RAUM up 53% ($117.0M -> $178.6M). IAPD ↗fund
$178.6M RAUM · 2 reps · 617-877-7752
50
ABRAHAM TRADING COMPANY — reported RAUM up 27% ($62.0M -> $78.8M). IAPD ↗institutional
$78.8M RAUM · 3 reps · 806-323-8000
50
WELLINGTON-ALTUS USA INC. — grew from 48 to 69 advisory reps. IAPD ↗foreign
$126.9M RAUM · 69 reps · 888-315-8729
46
REEF INVESTMENT MANAGEMENT LLC — reported RAUM up 33% ($113.4M -> $151.0M). IAPD ↗fund
$151.0M RAUM · 1 reps · 801-216-8850 · reefim.com
45
WELLINGS CAPITAL — reported RAUM up 29% ($128.5M -> $166.4M). IAPD ↗fund
$166.4M RAUM · 5 reps · 800-844-2188 · wellingscapital.com
45
AXIOM ALTERNATIVE INVESTMENTS — grew from 5 to 10 advisory reps. IAPD ↗foreign
$1.67B RAUM · 10 reps · 330144694390 · axiom-ai.com
45
ARINI CAPITAL MANAGEMENT LIMITED — 's provisional registration is now fully approved. IAPD ↗foreign
$13.07B RAUM · 28 reps · +44 (0) 204 571 0034 · arini.com
43
BG INVESTMENT SERVICES, INC. — reported RAUM up 136% ($186.2M -> $439.9M). IAPD ↗foreign
$439.9M RAUM · 2 reps · 671-472-5490 · asctrust.com
40
GOLDEN EAGLE CAPITAL ADVISORS, INC. — reported RAUM up 91% ($33.3M -> $63.7M). IAPD ↗foreign
$63.7M RAUM · 2 reps · 97144484674
40
SWISS FINANCE MANAGEMENT INTERNATIONAL SA — reported RAUM up 116% ($26.0M -> $56.2M). IAPD ↗foreign
$56.2M RAUM · 4 reps · 41797837160 · swissfim.com
40
C&S INVESTMENT — reported RAUM up 140% ($28.3M -> $67.8M). IAPD ↗foreign
$67.8M RAUM · 4 reps · -3561 · c-s-investment.li
40
ROC PARTNERS (US) LLC — 's provisional registration is now fully approved. IAPD ↗foreign
$100.4M RAUM · 0 reps · 61290991900 · rocp.com
40
POLYNOMIAL PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗foreign
$243.7M RAUM · 3 reps · +65 6037 0291
38
MAPLE ROCK CAPITAL PARTNERS INC. — reported RAUM up 44% ($2.43B -> $3.49B). IAPD ↗foreign
$3.49B RAUM · 10 reps · (416) 619-0705 · maplerockpartners.com
35
METROPOLIS CAPITAL LIMITED — reported RAUM up 26% ($3.97B -> $5.01B). IAPD ↗foreign
$5.01B RAUM · 6 reps · +44 1494 911155
35
WELLINGTON-ALTUS USA INC. — reported RAUM up 51% ($84.1M -> $126.9M). IAPD ↗foreign
$126.9M RAUM · 69 reps · 888-315-8729
34
DUNHILL FINANCIAL — reported RAUM up 34% ($240.6M -> $322.9M). IAPD ↗foreign
$322.9M RAUM · 6 reps · +44 7514 993 556
33
AUGUST GROUP — reported RAUM up 26% ($515.9M -> $649.7M). IAPD ↗foreign
$649.7M RAUM · 3 reps · 438-792-5161
31
WEALTH SOLUTIONS USA, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗foreign
$0 RAUM · 10 reps · 34 91 561 3420

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.