← Tributary

Financial planning software — March 2026

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

796 firms opened this window in the March 2026 SEC roster: 338 aum up, 211 planning clients up, 109 headcount up, 101 new registration, 24 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
FINANCIAL PLANNING HAWAII, INC. — (HONOLULU, HI) is newly SEC-registered with $382.4M RAUM and 3 advisory reps. IAPD ↗
$382.4M RAUM · 3 reps · 808-564-0654
98
ACCESS WEALTH MANAGEMENT, LLC — (LOUISVILLE, KY) is newly SEC-registered with $357.7M RAUM and 3 advisory reps. IAPD ↗
$357.7M RAUM · 3 reps · 502-292-5500 · accesswm.com
98
GRAVITALIX FINANCIAL — (CORAL SPRINGS, FL) is newly SEC-registered with $542.5M RAUM and 1 advisory reps. IAPD ↗
$542.5M RAUM · 1 reps · 1-954-998-0555
95
MISSIONSQUARE WEALTH MANAGEMENT — (WASHINGTON, DC) is newly SEC-registered with $0 RAUM and 31 advisory reps. IAPD ↗
$0 RAUM · 31 reps · 800-669-7444
95
LANDOLT SECURITIES, INC. — (LAKE BLUFF, IL) is newly SEC-registered with $105.6M RAUM and 10 advisory reps. IAPD ↗
$105.6M RAUM · 10 reps · 847-838-5151 · landoltsecurities.com
95
DORATO CAPITAL MANAGEMENT — (location n/a) is newly SEC-registered with $138.7M RAUM and 3 advisory reps. IAPD ↗
$138.7M RAUM · 3 reps · 303-733-4999 · doratocapital.com
95
ARCH PARTNERS WEALTH MANAGEMENT, INC. — (WATKINSVILLE, GA) is newly SEC-registered with $109.2M RAUM and 3 advisory reps. IAPD ↗
$109.2M RAUM · 3 reps · 706-850-8877 · archpartnerswealth.com
95
STAIB FINANCIAL PLANNING, LLC — (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 303-887-9633 · staibfinancialplanning.com
95
INNOVATIVE FINANCIAL, LLC — (LAKEWOOD, CO) is newly SEC-registered with $105.3M RAUM and 1 advisory reps. IAPD ↗
$105.3M RAUM · 1 reps · (303) 275-7170
95
QUANTUM FINANCIAL PARTNERS LLC — (OVERLAND PARK, KS) is newly SEC-registered with $148.6M RAUM and 6 advisory reps. IAPD ↗
$148.6M RAUM · 6 reps · 913-538-5753 · qfp-llc.com
95
PASQUA WEALTH SOLUTIONS — (PALM CITY, FL) is newly SEC-registered with $129.7M RAUM and 1 advisory reps. IAPD ↗
$129.7M RAUM · 1 reps · (914) 461-3336 · pasquawealthsolutions.com
95
J. FREEMAN & ASSOCIATES — (GREENVILLE, SC) is newly SEC-registered with $175.0M RAUM and 1 advisory reps. IAPD ↗
$175.0M RAUM · 1 reps · 864-331-4400
95
POLERO ICE ADVISERS — (location n/a) is newly SEC-registered with $106.0M RAUM and 1 advisory reps. IAPD ↗
$106.0M RAUM · 1 reps · 917-837-0440 · poleroadvisers.org
95
INVESTMENT & TAX STRATEGIES, INC. — (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
$118.0M RAUM · 1 reps · 262-886-2914
95
RCN WEALTH ADVISORS, INC. — (location n/a) is newly SEC-registered with $58.4M RAUM and 1 advisory reps. IAPD ↗
$58.4M RAUM · 1 reps · 410-956-6003 · rcnwa.com
95
FLIGHT LINE FINANCIAL, LLC — (PRINCETON, NJ) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 609-955-3570
95
GRAETER WEALTH ADVISORS, LLC — (LOUISVILLE, KY) is newly SEC-registered with $104.9M RAUM and 3 advisory reps. IAPD ↗
$104.9M RAUM · 3 reps · 502-625-1996 · graeterwealth.com
95
JCN FINANCIAL & TAX ADVISORY GROUP, LLC — (BATON ROUGE, LA) is newly SEC-registered with $121.6M RAUM and 2 advisory reps. IAPD ↗
$121.6M RAUM · 2 reps · 877-755-0488 · strengthsciencestudios.net
95
PUISSANCE CAPITAL MANAGEMENT LP — (location n/a) is newly SEC-registered with $45.0M RAUM and 1 advisory reps. IAPD ↗
$45.0M RAUM · 1 reps · 212-878-3702 · puissancecapital.com
95
II TECHNOLOGY, LLC — (AUSTIN, TX) is newly SEC-registered with $40.7M RAUM and 2 advisory reps. IAPD ↗
$40.7M RAUM · 2 reps · (512) 730-1015 · ii.technology
95
RABENOLD ADVISORS, INC. — (WILLIAMSVILLE, NY) is newly SEC-registered with $32.3M RAUM and 1 advisory reps. IAPD ↗
$32.3M RAUM · 1 reps · 716-568-8790 · rabenoldadvisors.com
95
MERIDIAN WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $117.8M RAUM and 4 advisory reps. IAPD ↗
$117.8M RAUM · 4 reps · 425-492-9060 · meridianwealthmgmt.com
95
THE FINANCIAL LEGACY GROUP — (CHARLOTTE, NC) is newly SEC-registered with $107.3M RAUM and 2 advisory reps. IAPD ↗
$107.3M RAUM · 2 reps · 704-469-6614 · thefinanciallegacygroup.com
95
M2 CAPITAL ADVISORS — (VALENCIA, CA) is newly SEC-registered with $40.4M RAUM and 6 advisory reps. IAPD ↗
$40.4M RAUM · 6 reps · (661) 347-0202
95
SAFEBRIDGE LLC — (location n/a) is newly SEC-registered with $205.3M RAUM and 1 advisory reps. IAPD ↗
$205.3M RAUM · 1 reps · 703-457-6830
95
FAIRCHILD CAPITAL LLC — (PORTLAND, OR) is newly SEC-registered with $102.8M RAUM and 1 advisory reps. IAPD ↗
$102.8M RAUM · 1 reps · 503-828-3796
95
UAK DIVERSIFIED WEALTH ADVISORS — (MINNETONKA, MN) is newly SEC-registered with $113.0M RAUM and 2 advisory reps. IAPD ↗
$113.0M RAUM · 2 reps · 651-757-5534
95
BLUE LINE CAPITAL — (CHICAGO, IL) is newly SEC-registered with $131.9M RAUM and 5 advisory reps. IAPD ↗
$131.9M RAUM · 5 reps · 312-837-3944
95
ARMOUR WEALTH ADVISORS, LLC — (TUMWATER, WA) is newly SEC-registered with $110.4M RAUM and 2 advisory reps. IAPD ↗
$110.4M RAUM · 2 reps · 360-628-8783 · armourwa.com
95
SEBETIC ADVISORS, LLC — (location n/a) is newly SEC-registered with $94.4M RAUM and 1 advisory reps. IAPD ↗
$94.4M RAUM · 1 reps · 516 754-2150 · sebeticadvisors.com
95
QUANTSTREET CAPITAL — (location n/a) is newly SEC-registered with $192.6M RAUM and 2 advisory reps. IAPD ↗
$192.6M RAUM · 2 reps · 212-537-3877
95
INTELLICAPITAL ADVISORS LLC — (PONTE VEDRA, FL) is newly SEC-registered with $118.9M RAUM and 2 advisory reps. IAPD ↗
$118.9M RAUM · 2 reps · 866-438-1958 · opensea.io
95
IDLE HILL ADVISORS LLC — (GREENVILLE, SC) is newly SEC-registered with $103.8M RAUM and 4 advisory reps. IAPD ↗
$103.8M RAUM · 4 reps · 864-297-6125 · wealthtrainingacademy.com
95
ZENITH ADVISORY GROUP, LLC — (THE VILLAGES, FL) is newly SEC-registered with $115.4M RAUM and 2 advisory reps. IAPD ↗
$115.4M RAUM · 2 reps · 352-282-0810
95
TRAILWISE FINANCIAL PARTNERS, LLC — (GOLDEN, CO) is newly SEC-registered with $144.8M RAUM and 4 advisory reps. IAPD ↗
$144.8M RAUM · 4 reps · 720-463-2850
95
PEARL WEALTH GROUP — (location n/a) is newly SEC-registered with $102.9M RAUM and 2 advisory reps. IAPD ↗
$102.9M RAUM · 2 reps · (616) 726-2090
95
POINT NEMO CAPITAL, LLC — (location n/a) is newly SEC-registered with $103.8M RAUM and 3 advisory reps. IAPD ↗
$103.8M RAUM · 3 reps · 713-858-7966 · pointnemocapital.com
95
34 FINANCIAL, LLC — (ATLANTA, GA) is newly SEC-registered with $101.0M RAUM and 4 advisory reps. IAPD ↗
$101.0M RAUM · 4 reps · 404-383-2100 · trgwm.com
95
WESTERN RESERVE CAPITAL MANAGEMENT, LLC — (HUDSON, OH) is newly SEC-registered with $120.2M RAUM and 2 advisory reps. IAPD ↗
$120.2M RAUM · 2 reps · 330-655-1543 · wrcmfp.com
95
TUMOLO WEALTH MANAGEMENT LLC — (EAST LYME, CT) is newly SEC-registered with $134.0M RAUM and 4 advisory reps. IAPD ↗
$134.0M RAUM · 4 reps · (860) 650-3005 · tumolofinancial.com
95
WEALTH EASE WEALTH MANAGEMENT — (MARSHALL, MI) is newly SEC-registered with $132.2M RAUM and 2 advisory reps. IAPD ↗
$132.2M RAUM · 2 reps · 269-781-8371 · wealtheasewm.com
95
JET WEALTH ADVISORS — (LA JOLLA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 858-457-1003 · jetwealthadvisors.com
95
ADVICE ONLY — (SAN DIEGO, CA) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · (619) 374- 2261
95
GRACE ADVISORS LLC — (WILMINGTON, DE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 212-540-4295 · grace.money
95
MM ADVISORS, LLC — (AUBURN, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 334-887-7022
95
BENEFI — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 3038861582 · benefi.org
95
RAIL-SPLITTER CAPITAL MANAGEMENT LLC — (WINNETKA, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 773-294-6099 · rail-splitter.com
95
ASTOR — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 650-661-9880 · joinastor.com
95
LEO WEALTH AMERICAS, LLC — (HURST, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 19 advisory reps. IAPD ↗
$0 RAUM · 19 reps · 817-354-1090
95
LILLIANO CAPITAL MANAGEMENT LLC — (PHOENIX, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 480-678-0411 · lillianocapital.com
95
GALLACHER CAPITAL LLC — (LONE TREE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 303-708-1640
95
PRAIRIE ADVISORY, LLC — (LEAWOOD, KS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 913-963-1054 · prairieadvisoryllc.com
95
BERCH CAPITAL LLC — (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $6.6M RAUM and 2 advisory reps. IAPD ↗
$6.6M RAUM · 2 reps · 512-426-8018 · berchcapital.com
95
PIEDMONT PRIVATE WEALTH, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 919 452 1370
95
PECUSAVVY FINANCIAL, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (915) 944-1850 · pecusavvyfinancial.com
95
BILI FINANCE — (TUCSON, AZ) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 520.329.4954 · heybili.com
95
GRYPHON WEALTH — (JACKSONVILLE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 904-450-5330
95
PRISM PLANNING AND SOLUTIONS GROUP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 914-475-7962 · ppsgrp.com
95
TYLER STREET CAPITAL — (PLYMOUTH, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 508-648-4684
95
LAFAYETTE SQUARE WEALTH, LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 786-598-2089
95
VANDALIA WEALTH — (CHARLESTON, WV) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗
$0 RAUM · 13 reps · 304-915-0260 · vandaliawealth.com
95
CAPSTONE WEALTH MANAGEMENT GROUP, INC. — (BEND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 541.330.0266 · capstonewmg.com
95
WALLACE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (903) 571-7493 · wallacefinance.io
95
STERLING LEGACY ADVISORS INC. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 201-655-2022
95
ESHEL BOT — (BURLINGTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 781-518-8660 · eshelspring.com
95
HESMER WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 252-230-7699
95
COAST ADVISORY LLC — (EAST TROY, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 262-977-9907 · coastadvisory.net
95
TAILORED WEALTH SOLUTIONS — (SARATOGA SPRINGS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 518-583-4800 · tailoredwealthsolutions.com
95
PIEDMONT WEALTH MANAGEMENT — (ALEXANDRIA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (703) 518 - 8361 · piedmontwm.com
95
ASAL INVEST — (ARLINGTON, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · +1 (646) 288-3548
95
ISQ CAPITAL — (KING OF PRUSSIA, PA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (610) 749-9920 · isqcp.com
95
MRP LEGACY ADVISORS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 404-213-6474 · mrpadvisors.com
95
SOUND FUTURES — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 2019884947 · soundfutures.co
95
HOMAGE WEALTH GROUP LLC — (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (713) 725-0696
85
FISHER INVESTMENTS — grew from 1869 to 1948 advisory reps. IAPD ↗
$386.67B RAUM · 1948 reps · 800-851-8845 · fishercareers.com
85
CWM, LLC — grew from 456 to 472 advisory reps. IAPD ↗
$50.58B RAUM · 472 reps · 402-330-0808
85
ALPHACORE CAPITAL LLC — grew from 42 to 69 advisory reps. IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
85
ROBINHOOD ASSET MANAGEMENT — grew from 47 to 138 advisory reps. IAPD ↗
$1.52B RAUM · 138 reps · 650-940-2700 EXT 31450
82
PURE FINANCIAL ADVISORS, LLC — grew from 64 to 76 advisory reps. IAPD ↗
$11.05B RAUM · 76 reps · 866-876-7873
81
THE MATHER GROUP, LLC — grew from 86 to 97 advisory reps. IAPD ↗
$13.45B RAUM · 97 reps · 888-537-1080 · themathergroup.com
81
IGNITE PLANNERS LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$1.14B RAUM · 36 reps · 619-504-1907
80
SANCTUARY ADVISORS, LLC — grew from 370 to 380 advisory reps. IAPD ↗
$27.70B RAUM · 380 reps · 317-975-7729
80
U.S. BANCORP ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$1.52B RAUM · 126 reps · 800-888-4700 · usbank.com
80
NEWSQUARE CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$2.39B RAUM · 6 reps · 610-325-6117 · newsquarecapital.com
79
AXIUS ADVISORS LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$623.8M RAUM · 8 reps · 636-493-9600
78
NFSG CORPORATION — grew from 66 to 74 advisory reps. IAPD ↗
$1.08B RAUM · 74 reps · 954-334-3450 · blackriverltd.com
78
B.O.S.S. RETIREMENT ADVISORS, LLC — grew from 41 to 49 advisory reps. IAPD ↗
$1.38B RAUM · 49 reps · 801-990-5055
78
AIRE ADVISORS, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$1.01B RAUM · 9 reps · 310-277-2473 · aireadvisors.com
78
MERAMEC FINANCIAL PLANNERS, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$1.13B RAUM · 7 reps · 314-579-3295
78
GKV CAPITAL MANAGEMENT CO INC — now offers financial planning (Item 5G(1)). IAPD ↗
$357.2M RAUM · 3 reps · 925-627-8680 · gkvcapital.com
78
EAGLE CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$455.2M RAUM · 2 reps · 985-778-0987 · eagle-capital.com
78
FORTE ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$315.2M RAUM · 1 reps · 917-868-9104 · forteassets.com
78
NINEPOINTTWO CAPITAL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$314.8M RAUM · 2 reps · 323-486-3600
78
DISCIPLINE WEALTH SOLUTIONS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
$746.7M RAUM · 18 reps · 864-322-6046 · lindedin.com
77
THE FIDUCIARY ALLIANCE — grew from 38 to 45 advisory reps. IAPD ↗
$2.53B RAUM · 45 reps · 864-385-7999
77
JEFFERIES INVESTMENT ADVISERS LLC — grew from 100 to 107 advisory reps. IAPD ↗
$3.42B RAUM · 107 reps · 212-284-2300 · jefferies.com
76
COOPER MCMANUS — grew from 44 to 50 advisory reps. IAPD ↗
$2.85B RAUM · 50 reps · 800-516-5333 · fcguides.com
76
STENGER FAMILY OFFICE, LLC — reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
$628.1M RAUM · 7 reps · 630-912-8295
76
GLOBAL PREDICTIONS INC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 1 reps · (510) 426-6421 · portfoliopilot.com
76
FRIDAY FINANCIAL — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$409.3M RAUM · 6 reps · (563) 552-7526
76
LEGACY WEALTH PARTNERS, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$646.0M RAUM · 8 reps · 720-552-8287 · lwp-llc.com
76
MACCO FINANCIAL GROUP, INC. — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$277.8M RAUM · 4 reps · (920) 617-6830 · maccofinancial.com
75
ALPHA ARCHITECT — reported RAUM up 86% ($7.27B -> $13.50B). IAPD ↗
$13.50B RAUM · 5 reps · +1.215.882.9983
75
FOCUS PARTNERS WEALTH, LLC — reported RAUM up 90% ($95.89B -> $181.86B). IAPD ↗
$181.86B RAUM · 1025 reps · (314) 725-0455
75
LRI INVESTMENTS — reported RAUM up 98% ($1.40B -> $2.78B). IAPD ↗
$2.78B RAUM · 31 reps · 561-323-2265
75
VALMARK ADVISERS, INC. — grew from 275 to 280 advisory reps. IAPD ↗
$10.17B RAUM · 280 reps · 800-765-5201
75
SC&H WEALTH — grew from 15 to 20 advisory reps. IAPD ↗
$1.23B RAUM · 20 reps · 410-403-1500
75
RMR WEALTH BUILDERS, INC. — grew from 44 to 49 advisory reps. IAPD ↗
$2.89B RAUM · 49 reps · (201) 836-2460
75
JOHNSON BRUNETTI — grew from 31 to 36 advisory reps. IAPD ↗
$2.78B RAUM · 36 reps · 860-372-4800
75
SEASIDE WEALTH MANAGEMENT, INC. — grew from 4 to 11 advisory reps. IAPD ↗
$459.3M RAUM · 11 reps · (760) 730-8120 · seasidewealth.com
75
FINANCIAL SERVICES OF AMERICA ADVISORS — grew from 24 to 31 advisory reps. IAPD ↗
$573.4M RAUM · 31 reps · (800) 977-9292 · fsa1.com
75
AMPLIUS WEALTH ADVISORS — grew from 8 to 13 advisory reps. IAPD ↗
$1.74B RAUM · 13 reps · 215-310-7770
75
PARR MCKNIGHT WEALTH MANAGEMENT GROUP — grew from 5 to 10 advisory reps. IAPD ↗
$1.07B RAUM · 10 reps · 612-324-0240 · parrmcknightwmg.com
75
SLOCUM, GORDON & CO. LLP — now offers financial planning (Item 5G(1)). IAPD ↗
$219.2M RAUM · 2 reps · 401-849-4900 · slocumgordon.com
75
COLLAR CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$176.3M RAUM · 3 reps · 920-830-1556 · collarcapital.com
75
NUTS2INVEST.COM, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$0 RAUM · 1 reps · 937-269-1116 · nuts2invest.com
75
WPM WEALTH ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$72.4M RAUM · 3 reps · 518-369-5232 · wpmwealthadvisors.com
75
LFG WEALTH PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
$190.7M RAUM · 7 reps · 877-573-2043
75
CHARMARLINE WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
$118.8M RAUM · 1 reps · 434-455-3036 · cmlwm.com
74
BEDEL FINANCIAL CONSULTING INC — grew from 15 to 19 advisory reps. IAPD ↗
$2.92B RAUM · 19 reps · 317-843-1358
74
CYPRESS WEALTH SERVICES, LLC — grew from 10 to 14 advisory reps. IAPD ↗
$1.34B RAUM · 14 reps · (760) 834-7250
74
HEIRLOOM WEALTH MANAGEMENT LLC — grew from 11 to 17 advisory reps. IAPD ↗
$829.3M RAUM · 17 reps · 720-328-2877 · heirloomwm.com
74
VAN CLEMENS WEALTH MANAGEMENT, LLC — grew from 18 to 24 advisory reps. IAPD ↗
$470.4M RAUM · 24 reps · 612-758-9140 · vanclemens.com
74
SPARTAN WEALTH MANAGEMENT — grew from 15 to 19 advisory reps. IAPD ↗
$1.48B RAUM · 19 reps · 248-297-6600 · spartanwealth.com
73
AIS CAPITAL MANAGEMENT L.P. — reported RAUM up 96% ($183.2M -> $358.3M). IAPD ↗
$358.3M RAUM · 1 reps · 203-563-1180 · aisgroup.com
73
REVERE ASSET — reported RAUM up 88% ($216.8M -> $407.9M). IAPD ↗
$407.9M RAUM · 5 reps · 855-732-5932 · revereasset.com
73
TENCAP WEALTH COACHING — reported RAUM up 143% ($117.2M -> $285.0M). IAPD ↗
$285.0M RAUM · 7 reps · (801) 221-2956
73
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC — reported RAUM up 93% ($215.2M -> $415.5M). IAPD ↗
$415.5M RAUM · 3 reps · (310) 928-8192
73
NINEPOINTTWO CAPITAL LLC — reported RAUM up 88% ($167.1M -> $314.8M). IAPD ↗
$314.8M RAUM · 2 reps · 323-486-3600
73
ALIGN FINANCIAL, LLC — reported RAUM up 327% ($101.5M -> $433.7M). IAPD ↗
$433.7M RAUM · 5 reps · 218-336-2506 · align.financial
73
J.R. PRUNIER CAPITAL MANAGEMENT LLC — reported RAUM up 223% ($126.2M -> $407.0M). IAPD ↗
$407.0M RAUM · 2 reps · 508-756-8080 · jrprunier.com
73
MDRN CAPITAL — reported RAUM up 111% ($160.9M -> $338.6M). IAPD ↗
$338.6M RAUM · 22 reps · 410-533-9966
73
FRIDAY FINANCIAL — reported RAUM up 94% ($210.5M -> $409.3M). IAPD ↗
$409.3M RAUM · 6 reps · (563) 552-7526
73
MARKET INVESTMENT GROUP, LLC — reported RAUM up 230% ($126.1M -> $416.4M). IAPD ↗
$416.4M RAUM · 19 reps · 316-252-8707 · retirementhelp.com
73
CALIFORNIA FINANCIAL ADVISORS — grew from 11 to 14 advisory reps. IAPD ↗
$2.26B RAUM · 14 reps · 925.275.1000
73
NICHOLAS HOFFMAN & COMPANY, LLC — grew from 13 to 16 advisory reps. IAPD ↗
$8.26B RAUM · 16 reps · 404-815-5050 · nhoffmanandco.com
73
ACTIVEST WEALTH MANAGEMENT, LLC — grew from 9 to 12 advisory reps. IAPD ↗
$1.46B RAUM · 12 reps · 954-399-8121 · activestwm.com
73
ONE ADVISORY PARTNERS, LLC — grew from 4 to 9 advisory reps. IAPD ↗
$369.5M RAUM · 9 reps · 913-663-2376 · oneretirement.com
73
CHEVIOT VALUE MANAGEMENT, LLC — grew from 4 to 7 advisory reps. IAPD ↗
$1.17B RAUM · 7 reps · 310-451-8600
73
ONE DAY IN JULY LLC — grew from 10 to 13 advisory reps. IAPD ↗
$1.36B RAUM · 13 reps · (802) 503-8280
73
WEST MICHIGAN ADVISORS — grew from 11 to 16 advisory reps. IAPD ↗
$781.3M RAUM · 16 reps · (616) 820-1040
73
AXIUS ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$623.8M RAUM · 8 reps · 636-493-9600
73
DUCERE WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
$503.8M RAUM · 6 reps · 714-393-0959 · ducerewealth.com
73
PURSUIT WEALTH STRATEGIES, LLC — 's provisional registration is now fully approved. IAPD ↗
$457.5M RAUM · 4 reps · 919-847-7600 · pursuitwealthstrategies.com
73
SCHLEGEL DUNN LLC — 's provisional registration is now fully approved. IAPD ↗
$279.1M RAUM · 3 reps · (972) 327-3607 · schlegeldunn.com
73
FIVE CORNERS FINANCIAL SERVICES — 's provisional registration is now fully approved. IAPD ↗
$292.0M RAUM · 2 reps · 508-297-2033 · 5cornersfinancial.com
73
FORTE ASSET MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$315.2M RAUM · 1 reps · 917-868-9104 · forteassets.com
73
VERIDAN WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$667.2M RAUM · 4 reps · 503-946-9733 · veridanwealth.com
73
BAM WEALTH MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$202.0M RAUM · 6 reps · 303-531-5055 · bamadvisorygroup.com
73
PANORAMIC CAPITAL PARTNERS LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$392.7M RAUM · 6 reps · 503-937-7819
73
LYONS CAPITAL GROUP — reports 251-500 financial-planning clients, up from 0. IAPD ↗
$165.9M RAUM · 2 reps · 318-455-7790
73
TMB CAPITAL PARTNERS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$867.8M RAUM · 4 reps · 501-671-1140 · tmbcapitalpartners.com
73
DUCERE WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$503.8M RAUM · 6 reps · 714-393-0959 · ducerewealth.com
73
LIVET WEALTH, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$322.2M RAUM · 2 reps · 801-893-8320 · livetwealth.com
72
AARON WEALTH ADVISORS — reported RAUM up 64% ($2.61B -> $4.29B). IAPD ↗
$4.29B RAUM · 9 reps · 312-506-5780 · aaronwealth.com
72
SYNCHRONOUS WEALTH ADVISORS LLC — reported RAUM up 75% ($163.6M -> $286.1M). IAPD ↗
$286.1M RAUM · 4 reps · (805) 697-5430 · synchronouswealth.com
72
NORTHEAST INVESTMENT MANAGEMENT INC — grew from 9 to 11 advisory reps. IAPD ↗
$3.27B RAUM · 11 reps · 617-523-3588 · northeastinvest.com
72
SYMMETRY PARTNERS — grew from 3 to 5 advisory reps. IAPD ↗
$4.73B RAUM · 5 reps · 860-734-2000 · symmetrypartners.com
72
AZIMUT INVESTMENT ADVISORS LLC — grew from 8 to 10 advisory reps. IAPD ↗
$1.11B RAUM · 10 reps · 786 866 3700
72
ARISTA WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$1.03B RAUM · 8 reps · 702-309-9970
72
CHERRY CREEK FAMILY OFFICES — grew from 4 to 6 advisory reps. IAPD ↗
$2.02B RAUM · 6 reps · 303-862-9550 · ccfo.com
72
ALLIED INVESTMENT ADVISORS LLC — grew from 9 to 11 advisory reps. IAPD ↗
$1.49B RAUM · 11 reps · 406-839-2037 · alliedinvest.net
72
ACCUMULUS CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$1.74B RAUM · 7 reps · 212-490-7570 · accumuluscapital.com
72
NEW MILLENNIUM GROUP — grew from 8 to 12 advisory reps. IAPD ↗
$257.0M RAUM · 12 reps · 801-446-9950
72
HEARTWOOD WEALTH ADVISORS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
$1.55B RAUM · 10 reps · 804-269-8711 · heartwoodva.com
72
ALIGN FINANCIAL, LLC — grew from 1 to 5 advisory reps. IAPD ↗
$433.7M RAUM · 5 reps · 218-336-2506 · align.financial
72
STEVENS CAPITAL PARTNERS — grew from 6 to 10 advisory reps. IAPD ↗
$600.7M RAUM · 10 reps · 402-251-5800 · stevenscapitalpartners.com
72
ASTRA WEALTH MANAGEMENT GROUP — grew from 10 to 12 advisory reps. IAPD ↗
$1.57B RAUM · 12 reps · 972-327-8820
72
ADAPT WEALTH ADVISORS, LLC — grew from 6 to 10 advisory reps. IAPD ↗
$469.2M RAUM · 10 reps · 404-594-5559 · adaptwealthadvisors.com
71
TAYLOR SECURITIES SERVICES, INC. — reported RAUM up 65% ($152.9M -> $252.5M). IAPD ↗
$252.5M RAUM · 4 reps · 717-232-5808 · taylorretirementservices.com
71
DORADO WEALTH MANAGEMENT LLC — reported RAUM up 67% ($160.9M -> $268.8M). IAPD ↗
$268.8M RAUM · 2 reps · 516-695-6114
71
COVE PRIVATE WEALTH, LLC — reported RAUM up 69% ($269.9M -> $455.5M). IAPD ↗
$455.5M RAUM · 2 reps · 516-588-1123 · coveprivatewealth.com
71
COVENANT WEALTH ADVISORS — grew from 9 to 12 advisory reps. IAPD ↗
$909.6M RAUM · 12 reps · (804) 729-5265
71
SUMMIT INVESTMENT ADVISORY SERVICES — grew from 5 to 8 advisory reps. IAPD ↗
$745.8M RAUM · 8 reps · (651) 490-2939
71
CORRECT CAPITAL WEALTH MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
$889.3M RAUM · 8 reps · 314-930-4015
71
DISCIPLINE WEALTH SOLUTIONS, INC. — grew from 15 to 18 advisory reps. IAPD ↗
$746.7M RAUM · 18 reps · 864-322-6046 · lindedin.com
71
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. — grew from 4 to 7 advisory reps. IAPD ↗
$306.3M RAUM · 7 reps · 858-513-8445
71
PANORAMIC CAPITAL PARTNERS LLC — grew from 3 to 6 advisory reps. IAPD ↗
$392.7M RAUM · 6 reps · 503-937-7819
71
LIBERTY SQUARE WEALTH PARTNERS LLC — grew from 2 to 5 advisory reps. IAPD ↗
$567.8M RAUM · 5 reps · (610) 865-5803 · libertysquarewealth.com
70
SAPERSTON LEGACY ADVISORS, INC. — reported RAUM up 218% ($56.9M -> $180.8M). IAPD ↗
$180.8M RAUM · 4 reps · 716-649-9800 · saperston.com
70
HALBERT WEALTH MANAGEMENT, INC — reported RAUM up 190% ($72.8M -> $211.2M). IAPD ↗
$211.2M RAUM · 4 reps · 512-263-3800 · halbertwealth.com
70
FINANCIAL ELEMENTS, INC — reported RAUM up 89% ($102.1M -> $192.6M). IAPD ↗
$192.6M RAUM · 1 reps · 847-496-4179
70
CLEVERALPHA — reported RAUM up 89% ($15.0M -> $28.3M). IAPD ↗
$28.3M RAUM · 2 reps · 310-293-7837 · cleveralpha.com
70
LEGADO WEALTH MANAGEMENT LLC — reported RAUM up 101% ($25.4M -> $51.0M). IAPD ↗
$51.0M RAUM · 1 reps · 212-697-3420 · legadowealth.com
70
ST BERNARD ASSET MANAGEMENT, INC. — reported RAUM up 111% ($13.0M -> $27.4M). IAPD ↗
$27.4M RAUM · 1 reps · 479-967-1200 · stbernardam.com
70
DASTA INVESTMENTS LLC — reported RAUM up 493% ($13.8M -> $81.8M). IAPD ↗
$81.8M RAUM · 2 reps · 732-910-5781
70
SLP WEALTH — reported RAUM up 118% ($29.2M -> $63.7M). IAPD ↗
$63.7M RAUM · 16 reps · (910) 315-0973 · slpwealth.com
70
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT — reported RAUM up 63% ($173.4M -> $283.0M). IAPD ↗
$283.0M RAUM · 2 reps · 203-820-9107
70
CATALYST WEALTH MANAGEMENT LLC — reported RAUM up 120% ($47.7M -> $105.0M). IAPD ↗
$105.0M RAUM · 16 reps · 832-657-7735
70
LC VERO MANAGER — reported RAUM up 192% ($70.3M -> $205.6M). IAPD ↗
$205.6M RAUM · 3 reps · 917-657-5639 · verocapital.com
70
KERSHNER, GROSSO & CO. — grew from 4 to 6 advisory reps. IAPD ↗
$825.5M RAUM · 6 reps · 518-584-2600 · kershnergrosso.com
70
KAYDAN WEALTH MANAGEMENT, INC. — grew from 6 to 8 advisory reps. IAPD ↗
$726.5M RAUM · 8 reps · (810) 593-1624
70
OVERRIDGE WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
$368.2M RAUM · 9 reps · 817-738-1451
70
ATS WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
$383.6M RAUM · 4 reps · 858-643-5757 · atswealthmanagement.com
70
PERSPECTIVE WEALTH PARTNERS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$843.9M RAUM · 8 reps · 208-429-0960 · perspectivewealth.com
70
CMH WEALTH MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$813.4M RAUM · 7 reps · (603) 379-8161
70
BALLAST, INC. — grew from 6 to 8 advisory reps. IAPD ↗
$751.5M RAUM · 8 reps · 859-226-0625 · ballastplan.com
70
TILIA FIDUCIARY PARTNERS, INC. — grew from 4 to 6 advisory reps. IAPD ↗
$403.7M RAUM · 6 reps · 910-679-4093 · tiliapartners.com
70
WELLMENT FINANCIAL — grew from 9 to 11 advisory reps. IAPD ↗
$312.7M RAUM · 11 reps · 630-993-8200 · fsrwealth.com
70
INNOVA WEALTH PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
$288.2M RAUM · 6 reps · (888) 270-1574 · myinnovawealth.com
70
BRIGHT WEALTH MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
$265.0M RAUM · 7 reps · (972) 410-6623
70
JOHNSON & WHITE WEALTH MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
$484.6M RAUM · 7 reps · 717-430-0001
70
KEY CAPITAL MANAGEMENT, INC. — grew from 7 to 9 advisory reps. IAPD ↗
$393.0M RAUM · 9 reps · 615-826-5749
70
SUNPOINTE INVESTMENTS — grew from 9 to 11 advisory reps. IAPD ↗
$790.7M RAUM · 11 reps · (314) 880-0821 · sunpointeinvestments.com
70
HILLTOP WEALTH ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
$635.5M RAUM · 9 reps · (919) 401-1500
70
CAPITOL PRIVATE WEALTH GROUP LLC — grew from 5 to 7 advisory reps. IAPD ↗
$562.1M RAUM · 7 reps · (703) 226-0008 · capitolpwg.com
70
DOMAIN MONEY ADVISORS, LLC — grew from 9 to 14 advisory reps. IAPD ↗
$0 RAUM · 14 reps · 646-970-6926
70
CARR FINANCIAL GROUP — grew from 5 to 7 advisory reps. IAPD ↗
$744.2M RAUM · 7 reps · (508) 795-0264 · carrfinancial.com
70
MOSLEY WEALTH MANAGEMENT, INC. — grew from 8 to 10 advisory reps. IAPD ↗
$279.5M RAUM · 10 reps · (714) 421-4288
70
ATLAS FIDUCIARY SERVICES, INC. — grew from 2 to 4 advisory reps. IAPD ↗
$269.3M RAUM · 4 reps · 603-581-7125 · afgplanning.com
70
PETROS FAMILY WEALTH, LLC — grew from 6 to 8 advisory reps. IAPD ↗
$341.6M RAUM · 8 reps · (612) 643-9995 · petrosfw.com
70
NECTARINE — grew from 23 to 28 advisory reps. IAPD ↗
$0 RAUM · 28 reps · (858) 779-0115
70
CAPITAL A WEALTH MANAGEMENT — grew from 9 to 11 advisory reps. IAPD ↗
$612.9M RAUM · 11 reps · 724-658-4211
70
MKT AND ASSOCIATES LLC — grew from 1 to 3 advisory reps. IAPD ↗
$378.7M RAUM · 3 reps · 253-252-2359 · mktandassociates.com
70
ROXBURY FINANCIAL — 's provisional registration is now fully approved. IAPD ↗
$180.5M RAUM · 2 reps · 973-928-7181 · roxburyfinancial.com
70
ANCHORED FINANCIAL PLANNING LLC — 's provisional registration is now fully approved. IAPD ↗
$182.9M RAUM · 2 reps · (856) 202-7250 · anchoredfinancialplanning.com
70
TALKABOUTHEALTH DBA ADVIZMO — 's provisional registration is now fully approved. IAPD ↗
$1,000 RAUM · 1 reps · 917-710-1927
70
CAGR FINANCE LLC — 's provisional registration is now fully approved. IAPD ↗
$31,840 RAUM · 1 reps · 202-455-6725 · cagr.finance
70
RIGHTOAK ASSET MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$105.6M RAUM · 6 reps · 517-306-4884 · rightoakassetmanagement.com
70
KRAKEN ADVISER LLC — 's provisional registration is now fully approved. IAPD ↗
$400 RAUM · 5 reps · 888-837-8818
70
ALTURA WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$234.9M RAUM · 3 reps · (757) 834-7606 · alturawealth.com
70
HARVEST - FAITH-BASED INVESTING — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 1 reps · (872) 242-4689 · harvest-app.co
70
HUMILIS INVESTMENT STRATEGIES, LLC — 's provisional registration is now fully approved. IAPD ↗
$117.0M RAUM · 4 reps · 612-804-2308 · humilisinv.com
70
DANIEL INVESTMENT GROUP INC. — 's provisional registration is now fully approved. IAPD ↗
$210.1M RAUM · 3 reps · 248-544-4122 · danielinvestment.com
70
GLOBAL FINANCIAL PLANNING GROUP, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$135.3M RAUM · 2 reps · 248-643-4820 · gfpgroup.com
70
COLTON WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$135.1M RAUM · 3 reps · 626-726-4203 · coltonwealthmanagement.com
70
COVENANT WEALTH ADVISORS — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
$909.6M RAUM · 12 reps · (804) 729-5265
70
NORTH RIDGE — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$216.0M RAUM · 3 reps · 503-206-8784
70
KEYSTONE PRIVATE WEALTH — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$860.7M RAUM · 11 reps · (760) 818-7020
70
CONSCIOUS WEALTH INVESTMENTS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$272.8M RAUM · 4 reps · (404) 826.7747
70
STIRLING FINANCIAL GROUP — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
$179.7M RAUM · 2 reps · 619-435-1210 · stirlingfinancialgroup.com
70
INTEGRITY WEALTH LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$304.8M RAUM · 5 reps · (541) 650-6061 · integritywealthnw.com
70
BLUE JEAN FINANCIAL LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$133.3M RAUM · 7 reps · 518-631-5471
70
SONOMA ALLOCATIONS — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$350.0M RAUM · 4 reps · 707-490-8842 · sonomaallocations.com
70
SUCCESSION FINANCIAL, INC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$210.3M RAUM · 3 reps · 214-334-6261 · succession-financial.com
70
PROPER WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
$131.8M RAUM · 3 reps · (850) 972-9725
69
REAVES ASSET MANAGEMENT — reported RAUM up 45% ($4.09B -> $5.94B). IAPD ↗
$5.94B RAUM · 7 reps · 201-332-4596 · reavesassetmanagement.com
69
KERSHNER, GROSSO & CO. — reported RAUM up 57% ($524.7M -> $825.5M). IAPD ↗
$825.5M RAUM · 6 reps · 518-584-2600 · kershnergrosso.com
69
DESERT ROSE CAPITAL MANAGEMENT, INC. — reported RAUM up 71% ($112.7M -> $192.1M). IAPD ↗
$192.1M RAUM · 10 reps · 208 297-2710 · desertrosecapital.com
69
CWM, LLC — reported RAUM up 50% ($33.78B -> $50.58B). IAPD ↗
$50.58B RAUM · 472 reps · 402-330-0808
69
ALPHACORE CAPITAL LLC — reported RAUM up 49% ($6.06B -> $9.03B). IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
69
STRATEGIC WEALTH GROUP — reported RAUM up 49% ($1.03B -> $1.54B). IAPD ↗
$1.54B RAUM · 24 reps · 952-843-4944
69
GAMMA ASSET MANAGEMENT LLC — reported RAUM up 58% ($269.2M -> $424.8M). IAPD ↗
$424.8M RAUM · 8 reps · 787-957-3260 · gammaam.com
69
BROWNLEE WEALTH MANAGEMENT — reported RAUM up 57% ($295.8M -> $465.3M). IAPD ↗
$465.3M RAUM · 5 reps · 281-377-3170
69
WEDMONT PRIVATE CAPITAL — reported RAUM up 45% ($2.37B -> $3.44B). IAPD ↗
$3.44B RAUM · 11 reps · (610) 885-8200 · wedmont.com
69
LFG WEALTH PARTNERS, LLC — reported RAUM up 70% ($112.0M -> $190.7M). IAPD ↗
$190.7M RAUM · 7 reps · 877-573-2043
69
LEGACY PLANNING ADVISORS, LLC — grew from 4 to 8 advisory reps. IAPD ↗
$234.0M RAUM · 8 reps · 770-919-2075
69
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — grew from 10 to 14 advisory reps. IAPD ↗
$227.6M RAUM · 14 reps · (949) 261-7726
69
ARX PRIVATE WEALTH — grew from 1 to 5 advisory reps. IAPD ↗
$113.6M RAUM · 5 reps · 717-219-8226 · arxprivatewealth.com
69
OXBOW ADVISORS, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$2.46B RAUM · 10 reps · 512-386-1088 · oxbowadvisors.com
69
CHICAGO OAKBROOK FINANCIAL GROUP — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$1.21B RAUM · 9 reps · (630) 954-5572
68
OVERRIDGE WEALTH ADVISORS — reported RAUM up 55% ($238.2M -> $368.2M). IAPD ↗
$368.2M RAUM · 9 reps · 817-738-1451
68
ACTIVEST WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($1.02B -> $1.46B). IAPD ↗
$1.46B RAUM · 12 reps · 954-399-8121 · activestwm.com
68
ONE ADVISORY PARTNERS, LLC — reported RAUM up 52% ($243.3M -> $369.5M). IAPD ↗
$369.5M RAUM · 9 reps · 913-663-2376 · oneretirement.com
68
LESTER FINANCIAL GROUP, LLC — reported RAUM up 51% ($264.1M -> $398.6M). IAPD ↗
$398.6M RAUM · 4 reps · 217-356-6533 · lesterfinancialgroup.com
68
MOSLEY WEALTH MANAGEMENT, INC. — reported RAUM up 51% ($185.1M -> $279.5M). IAPD ↗
$279.5M RAUM · 10 reps · (714) 421-4288
68
MATRIARCH WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($176.1M -> $267.3M). IAPD ↗
$267.3M RAUM · 2 reps · (973)979-7609
68
STEINBERGANNA WEALTH MANAGEMENT LLC — reported RAUM up 55% ($320.9M -> $496.4M). IAPD ↗
$496.4M RAUM · 2 reps · 631-271-6160 · steinberganna.com
67
MASLOW WEALTH ADVISORS — reported RAUM up 38% ($2.07B -> $2.84B). IAPD ↗
$2.84B RAUM · 16 reps · 512-610-6930
67
INTREPID CAPITAL MANAGEMENT INC — reported RAUM up 37% ($1.19B -> $1.62B). IAPD ↗
$1.62B RAUM · 9 reps · 904-246-3433
67
PIONEER WEALTH MANAGEMENT GROUP — reported RAUM up 46% ($273.7M -> $399.2M). IAPD ↗
$399.2M RAUM · 9 reps · 512-334-6800
67
PURE FINANCIAL ADVISORS, LLC — reported RAUM up 38% ($8.02B -> $11.05B). IAPD ↗
$11.05B RAUM · 76 reps · 866-876-7873
67
RSD ADVISORS — reported RAUM up 62% ($48.3M -> $78.1M). IAPD ↗
$78.1M RAUM · 1 reps · 347-689-2237 · rsdadvisors.net
67
KIKER WEALTH MANAGEMENT, LLC — reported RAUM up 47% ($268.6M -> $395.1M). IAPD ↗
$395.1M RAUM · 4 reps · 706-253-7285 · kikerwealth.com
67
COIGN CAPITAL ADVISORS LLC — reported RAUM up 47% ($321.0M -> $472.9M). IAPD ↗
$472.9M RAUM · 6 reps · 801-676-4570 · coigncapital.com
67
CLIENT FIRST INVESTMENT MANAGEMENT LLC — reported RAUM up 47% ($184.4M -> $271.9M). IAPD ↗
$271.9M RAUM · 6 reps · 262-335-1700
67
ELEMENTAL CAPITAL PARTNERS LLC — reported RAUM up 65% ($117.2M -> $193.1M). IAPD ↗
$193.1M RAUM · 1 reps · 415-320-6647
67
FEFA FINANCIAL — reported RAUM up 48% ($294.8M -> $435.3M). IAPD ↗
$435.3M RAUM · 24 reps · (314) 530-0500
67
COVINGTONALSINA — reported RAUM up 49% ($189.3M -> $282.9M). IAPD ↗
$282.9M RAUM · 5 reps · (904) 449-7326
67
CAPITAL SQUARED FINANCIAL LLC — reported RAUM up 63% ($122.1M -> $198.7M). IAPD ↗
$198.7M RAUM · 2 reps · 240-600-1678 · csqfinancial.com
67
CARROLL ADVISORY GROUP — reported RAUM up 50% ($227.6M -> $341.1M). IAPD ↗
$341.1M RAUM · 4 reps · 903-793-4014 · carrolladvisory.com
67
HUFFMAN & ROSS WEALTH MANAGEMENT LLC — reported RAUM up 63% ($129.2M -> $210.0M). IAPD ↗
$210.0M RAUM · 2 reps · 304-241-4478 · huffmanross.com
67
HALBERT WEALTH MANAGEMENT, INC — grew from 2 to 4 advisory reps. IAPD ↗
$211.2M RAUM · 4 reps · 512-263-3800 · halbertwealth.com
67
PALLER FINANCIAL SERVICES, INC. — grew from 2 to 4 advisory reps. IAPD ↗
$147.9M RAUM · 4 reps · 303-858-0045
67
WALLICK INVESTMENTS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$126.5M RAUM · 3 reps · 803-699-9400
67
HIPPOCRATIC FINANCIAL ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
$229.0M RAUM · 5 reps · 866-447-2380 · hippocratic.com
67
ACUTE INVESTMENT ADVISORY — grew from 2 to 4 advisory reps. IAPD ↗
$238.4M RAUM · 4 reps · 480-620-6907
67
SEEDSAFE FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
$125.2M RAUM · 4 reps · 360-602-1274 · seedsafefinancial.com
67
SMITH & WYATT — grew from 6 to 8 advisory reps. IAPD ↗
$207.5M RAUM · 8 reps · 979-431-5440
67
SIMPLIFIED WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
$225.5M RAUM · 7 reps · 601-336-4265 · myswm.com
67
BIG SIOUX WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
$235.2M RAUM · 5 reps · 605-882-4280 · bigsiouxwealth.com
67
PULLEN INVESTMENT MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
$221.0M RAUM · 4 reps · 941-361-2195
67
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
$187.3M RAUM · 5 reps · 208-552-9169
67
AVISE FINANCIAL — grew from 4 to 6 advisory reps. IAPD ↗
$169.4M RAUM · 6 reps · 310-807-5778
67
BINGHAM PRIVATE WEALTH, LLC — grew from 1 to 3 advisory reps. IAPD ↗
$232.4M RAUM · 3 reps · 415-426-5652 · binghamprivate.com
67
MARTINSEN WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
$143.2M RAUM · 7 reps · 480-550-6556 · 5wbook.com
67
PRESTIGE WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
$148.4M RAUM · 5 reps · 8176378121
67
&WEALTH PARTNERS — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$508.2M RAUM · 3 reps · 410-844-3300
67
MCDONNELL CAPITAL MANAGEMENT — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$166.7M RAUM · 2 reps · 708-925-9507 · mcdonnell-capital.com
67
MARTIN WEALTH SOLUTIONS — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$377.1M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
67
SOLANO WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$331.9M RAUM · 3 reps · (707) 435-8400 · solanowealth.com
67
CORNERSTONE FINANCIAL GROUP — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$220.2M RAUM · 5 reps · 920-832-3821 · cfgwi.com
67
INMAN JAGER WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$225.0M RAUM · 3 reps · (601) 602-3571 · inmanjagerwm.com
67
MKT AND ASSOCIATES LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$378.7M RAUM · 3 reps · 253-252-2359 · mktandassociates.com
67
MINDSET WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$445.5M RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
67
TRUNORTH FINANCIAL LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
$39.0M RAUM · 1 reps · 845-741-7150
67
RAINIER FAMILY WEALTH, INC. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$331.5M RAUM · 3 reps · 253-448-2107
67
HUFFMAN & ROSS WEALTH MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$210.0M RAUM · 2 reps · 304-241-4478 · huffmanross.com
67
TENZING FINANCIAL LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$231.1M RAUM · 3 reps · (757) 703-0030 · tenzingfinancial.us
67
FINANCIAL JUSTUS — reports 51-100 financial-planning clients, up from 0. IAPD ↗
$169.3M RAUM · 1 reps · 262-240-4002
66
PATHWAYS ADVISORY GROUP, INC. — reported RAUM up 41% ($275.7M -> $388.5M). IAPD ↗
$388.5M RAUM · 4 reps · 559-431-4700 · pathwaysadvisorygroup.com
66
COMMERCE ADVISORS, LLC — reported RAUM up 43% ($236.6M -> $337.9M). IAPD ↗
$337.9M RAUM · 4 reps · 901-260-6050 · commerceholdingsllc.com
66
ALLIED INVESTMENT ADVISORS LLC — reported RAUM up 31% ($1.13B -> $1.49B). IAPD ↗
$1.49B RAUM · 11 reps · 406-839-2037 · alliedinvest.net
66
RMR WEALTH BUILDERS, INC. — reported RAUM up 31% ($2.20B -> $2.89B). IAPD ↗
$2.89B RAUM · 49 reps · (201) 836-2460
66
EXCEED ADVISORY LLC — reported RAUM up 55% ($76.7M -> $119.2M). IAPD ↗
$119.2M RAUM · 2 reps · 646-580-7046 · exceedinvestments.com
66
B.O.S.S. RETIREMENT ADVISORS, LLC — reported RAUM up 30% ($1.06B -> $1.38B). IAPD ↗
$1.38B RAUM · 49 reps · 801-990-5055
66
JOHNSON BRUNETTI — reported RAUM up 32% ($2.11B -> $2.78B). IAPD ↗
$2.78B RAUM · 36 reps · 860-372-4800
66
FALCON WEALTH PLANNING, INC. — reported RAUM up 34% ($1.16B -> $1.55B). IAPD ↗
$1.55B RAUM · 23 reps · 855-963-2526
66
SUNPOINTE INVESTMENTS — reported RAUM up 41% ($559.2M -> $790.7M). IAPD ↗
$790.7M RAUM · 11 reps · (314) 880-0821 · sunpointeinvestments.com
66
THE FIDUCIARY ALLIANCE — reported RAUM up 31% ($1.92B -> $2.53B). IAPD ↗
$2.53B RAUM · 45 reps · 864-385-7999
66
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC — reported RAUM up 55% ($110.6M -> $171.6M). IAPD ↗
$171.6M RAUM · 3 reps · (402) 884-1320 · en-ws.com
66
VAN CLEMENS WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($327.2M -> $470.4M). IAPD ↗
$470.4M RAUM · 24 reps · 612-758-9140 · vanclemens.com
66
OATH PLANNING, LLC — reported RAUM up 42% ($200.6M -> $284.7M). IAPD ↗
$284.7M RAUM · 6 reps · 888-534-4330
66
CIMARRON WEALTH MANAGEMENT, INC. — reported RAUM up 42% ($230.5M -> $327.3M). IAPD ↗
$327.3M RAUM · 6 reps · 970-249-9882
66
PALLAS CAPITAL ADVISORS, LLC — reported RAUM up 35% ($3.20B -> $4.31B). IAPD ↗
$4.31B RAUM · 23 reps · (781) 971-5052 · pallascapitaladvisors.com
66
ONE + ONE WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($270.9M -> $383.0M). IAPD ↗
$383.0M RAUM · 5 reps · 561-972-4913 · oneplusonewealth.com
66
BULMAN WEALTH GROUP — reported RAUM up 41% ($200.6M -> $283.0M). IAPD ↗
$283.0M RAUM · 7 reps · 916-458-8199 · bulmanwealth.com
66
LUMINVEST WEALTH MANAGEMENT LLC — reported RAUM up 41% ($281.7M -> $398.0M). IAPD ↗
$398.0M RAUM · 2 reps · 480-300-0062
66
TRIBRIDGE PARTNERS FINANCIAL LLC — reported RAUM up 33% ($1.20B -> $1.60B). IAPD ↗
$1.60B RAUM · 8 reps · 240-422-8799 · tribridgepartnersfinancial.com
66
COBBLESTONE ASSET MANAGEMENT — reported RAUM up 43% ($180.8M -> $258.9M). IAPD ↗
$258.9M RAUM · 2 reps · 804-272-8272
66
PLAN TO PROSPER WEALTH MANAGEMENT — reported RAUM up 57% ($149.1M -> $234.3M). IAPD ↗
$234.3M RAUM · 2 reps · 386-271-2127 · myplantoprosper.com
66
ADAPT WEALTH ADVISORS, LLC — reported RAUM up 43% ($327.8M -> $469.2M). IAPD ↗
$469.2M RAUM · 10 reps · 404-594-5559 · adaptwealthadvisors.com
66
COOPER MCMANUS — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$2.85B RAUM · 50 reps · 800-516-5333 · fcguides.com
66
ACTIVEST WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.46B RAUM · 12 reps · 954-399-8121 · activestwm.com
66
SPINNAKER INVESTMENT GROUP, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$1.07B RAUM · 8 reps · (949) 396-6700
65
FISHER INVESTMENTS — reported RAUM up 29% ($298.73B -> $386.67B). IAPD ↗
$386.67B RAUM · 1948 reps · 800-851-8845 · fishercareers.com
65
HBE WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($201.2M -> $277.4M). IAPD ↗
$277.4M RAUM · 5 reps · 402-423-4343
65
ARAX ADVISORY PARTNERS — reported RAUM up 26% ($8.96B -> $11.30B). IAPD ↗
$11.30B RAUM · 55 reps · 303-633-5900 · kleinhenzwealth.com
65
ALPHAQ ADVISORS — reported RAUM up 52% ($59.5M -> $90.6M). IAPD ↗
$90.6M RAUM · 2 reps · 407-982-4550
65
STRAIGHT PATH WEALTH MANAGEMENT — reported RAUM up 36% ($348.0M -> $472.5M). IAPD ↗
$472.5M RAUM · 10 reps · 616-288-3670 · straightpathwealth.com
65
VISIONARY HORIZONS, LLC — reported RAUM up 36% ($291.4M -> $396.7M). IAPD ↗
$396.7M RAUM · 12 reps · 865-675-8496
65
COVENANT WEALTH ADVISORS — reported RAUM up 39% ($653.0M -> $909.6M). IAPD ↗
$909.6M RAUM · 12 reps · (804) 729-5265
65
ACCUMULUS CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.34B -> $1.74B). IAPD ↗
$1.74B RAUM · 7 reps · 212-490-7570 · accumuluscapital.com
65
GREENLINE PARTNERS — reported RAUM up 27% ($1.10B -> $1.41B). IAPD ↗
$1.41B RAUM · 3 reps · 646-470-8714 · glinepartners.com
65
ROYAL OAK FINANCIAL GROUP — reported RAUM up 39% ($263.0M -> $366.0M). IAPD ↗
$366.0M RAUM · 0 reps · 614-842-6090 · royaloakfinancialgroup.com
65
YFP WEALTH — reported RAUM up 50% ($35.4M -> $53.2M). IAPD ↗
$53.2M RAUM · 4 reps · 614-618-5901
65
MARTIN WEALTH SOLUTIONS — reported RAUM up 36% ($276.6M -> $377.1M). IAPD ↗
$377.1M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
65
LEXAURUM ADVISORS — reported RAUM up 26% ($1.01B -> $1.27B). IAPD ↗
$1.27B RAUM · 31 reps · 913-261-9316
65
ONE DAY IN JULY LLC — reported RAUM up 25% ($1.09B -> $1.36B). IAPD ↗
$1.36B RAUM · 13 reps · (802) 503-8280
65
HIGHLINE WEALTH PARTNERS — reported RAUM up 36% ($665.6M -> $907.9M). IAPD ↗
$907.9M RAUM · 15 reps · 818-340-0157
65
180 WEALTH ADVISORS, LLC — reported RAUM up 29% ($1.06B -> $1.36B). IAPD ↗
$1.36B RAUM · 6 reps · (253) 394-0720 · 180wealthadvisors.com
65
CLASS VI FAMILY OFFICE, LLC — reported RAUM up 26% ($1.19B -> $1.50B). IAPD ↗
$1.50B RAUM · 8 reps · 303-243-5619 · classvipartners.com
65
AUTUMN GLORY PARTNERS, LLC — reported RAUM up 35% ($552.9M -> $747.6M). IAPD ↗
$747.6M RAUM · 1 reps · 214-378-1212 · autumnglorypartners.com
65
HEIRLOOM WEALTH MANAGEMENT LLC — reported RAUM up 35% ($614.1M -> $829.3M). IAPD ↗
$829.3M RAUM · 17 reps · 720-328-2877 · heirloomwm.com
65
MAIA WEALTH — reported RAUM up 38% ($704.3M -> $973.0M). IAPD ↗
$973.0M RAUM · 36 reps · (720) 644-8803 · ifatoday.com
65
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC — reported RAUM up 51% ($100.0M -> $151.0M). IAPD ↗
$151.0M RAUM · 3 reps · 479-273-5333
65
PASADENA PRIVATE WEALTH, LLC — reported RAUM up 28% ($1.27B -> $1.62B). IAPD ↗
$1.62B RAUM · 8 reps · 626-993-9300 · pasadenaprivatewealth.com
65
BUTTONWOOD WEALTH — reported RAUM up 39% ($306.9M -> $425.3M). IAPD ↗
$425.3M RAUM · 6 reps · 540-662-5233
65
NORTHBRIDGE FINANCIAL GROUP, LLC — reported RAUM up 35% ($305.6M -> $413.1M). IAPD ↗
$413.1M RAUM · 7 reps · (813) 877-8000
65
HENRY BRAGG & CO. — reported RAUM up 37% ($342.2M -> $468.7M). IAPD ↗
$468.7M RAUM · 2 reps · 713-393-9444
65
WATERSHED PRIVATE WEALTH — reported RAUM up 37% ($302.0M -> $413.7M). IAPD ↗
$413.7M RAUM · 3 reps · 630-478-0195 · watershedprivatewealth.com
65
DAYMARK WEALTH PARTNERS, LLC — reported RAUM up 28% ($3.94B -> $5.04B). IAPD ↗
$5.04B RAUM · 21 reps · 513-838-2520 · music.amazon.com
65
MKT AND ASSOCIATES LLC — reported RAUM up 37% ($275.5M -> $378.7M). IAPD ↗
$378.7M RAUM · 3 reps · 253-252-2359 · mktandassociates.com
65
MINDSET WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($323.4M -> $445.5M). IAPD ↗
$445.5M RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
65
RAINIER FAMILY WEALTH, INC. — reported RAUM up 39% ($237.7M -> $331.5M). IAPD ↗
$331.5M RAUM · 3 reps · 253-448-2107
65
WALLEYE PARTNERS LLC — reported RAUM up 38% ($201.1M -> $276.7M). IAPD ↗
$276.7M RAUM · 3 reps · (608) 332-8434 · walleyepartners.com
64
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM — reported RAUM up 32% ($226.5M -> $300.0M). IAPD ↗
$300.0M RAUM · 6 reps · 509-747-9144 · alliantsecurities.com
64
INTEGRATED FINANCIAL SOLUTIONS, INC. — reported RAUM up 34% ($226.6M -> $303.3M). IAPD ↗
$303.3M RAUM · 1 reps · 703-295-9200 · ifnadvisors.com
64
ACCORDANT ADVISORY GROUP, INC. — reported RAUM up 33% ($208.4M -> $278.0M). IAPD ↗
$278.0M RAUM · 2 reps · 410-348-1499 · planaccordingly.com
64
PURKISS CAPITAL ADVISORS, LLC — reported RAUM up 33% ($633.0M -> $842.2M). IAPD ↗
$842.2M RAUM · 4 reps · (203) 431-5862 · pcapadvisors.com
64
FORTE ASSET MANAGEMENT, LLC — reported RAUM up 32% ($239.3M -> $315.2M). IAPD ↗
$315.2M RAUM · 1 reps · 917-868-9104 · forteassets.com
64
ATS WEALTH MANAGEMENT — reported RAUM up 31% ($292.3M -> $383.6M). IAPD ↗
$383.6M RAUM · 4 reps · 858-643-5757 · atswealthmanagement.com
64
GRIFFITHS, DREHER & EVANS, P.S., CPAS — reported RAUM up 34% ($232.2M -> $311.4M). IAPD ↗
$311.4M RAUM · 10 reps · 509-326-4054 · jointhetwopercent.com
64
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT — reported RAUM up 32% ($217.9M -> $287.0M). IAPD ↗
$287.0M RAUM · 14 reps · 317-350-4255 · bedrockcpas.com
64
NATURAL BRIDGES FINANCIAL ADVISORS — reported RAUM up 47% ($106.3M -> $155.8M). IAPD ↗
$155.8M RAUM · 3 reps · 831-421-0700
64
PRAIRIEWOOD WEALTH MANAGEMENT — reported RAUM up 33% ($274.0M -> $365.4M). IAPD ↗
$365.4M RAUM · 4 reps · 701-234-0521
64
MACROVIEW INVESTMENT MANAGEMENT LLC — reported RAUM up 30% ($296.9M -> $387.1M). IAPD ↗
$387.1M RAUM · 4 reps · 301-907-6794 · macroviewim.com
64
WELLMENT FINANCIAL — reported RAUM up 32% ($237.1M -> $312.7M). IAPD ↗
$312.7M RAUM · 11 reps · 630-993-8200 · fsrwealth.com
64
OCTAVIA INVESTMENTS LLC — reported RAUM up 31% ($248.9M -> $327.0M). IAPD ↗
$327.0M RAUM · 1 reps · 775-241-8140 · octaviainvestments.com
64
UPSTART WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($294.0M -> $385.9M). IAPD ↗
$385.9M RAUM · 4 reps · (415) 549-0646 · upstartwealth.com
64
KEY CAPITAL MANAGEMENT, INC. — reported RAUM up 34% ($293.0M -> $393.0M). IAPD ↗
$393.0M RAUM · 9 reps · 615-826-5749
64
MIRAMONTES CAPITAL, LLC — reported RAUM up 34% ($296.3M -> $396.9M). IAPD ↗
$396.9M RAUM · 8 reps · 1-800-460-1595 · miramontescapital.com
64
INTEGRITY WEALTH SOLUTIONS LLC — reported RAUM up 33% ($276.6M -> $369.0M). IAPD ↗
$369.0M RAUM · 2 reps · 3037165777
64
CLEAR CREEK ADVISORS — reported RAUM up 32% ($548.3M -> $722.5M). IAPD ↗
$722.5M RAUM · 9 reps · (720) 642-8348
64
BIG INVESTMENT SERVICES — reported RAUM up 31% ($283.0M -> $369.3M). IAPD ↗
$369.3M RAUM · 4 reps · 302-734-7526
64
GRANT PRIVATE WEALTH MANAGEMENT — reported RAUM up 47% ($133.9M -> $196.3M). IAPD ↗
$196.3M RAUM · 5 reps · 925-378-5000
64
GK WEALTH MANAGEMENT LLC — reported RAUM up 35% ($192.2M -> $258.8M). IAPD ↗
$258.8M RAUM · 5 reps · 775-354-6622 · gkwealthmanagement.com
64
RIVERSEDGE ADVISORS — reported RAUM up 31% ($708.4M -> $928.4M). IAPD ↗
$928.4M RAUM · 9 reps · 302-573-6864
64
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($194.4M -> $254.6M). IAPD ↗
$254.6M RAUM · 1 reps · 972-833-2684
64
TOBERMAN BECKER WEALTH, LLC — reported RAUM up 48% ($115.1M -> $170.8M). IAPD ↗
$170.8M RAUM · 3 reps · (314) 900-1404
64
PHIL A. YOUNKER & ASSOCIATES, LTD. — reported RAUM up 46% ($138.5M -> $202.2M). IAPD ↗
$202.2M RAUM · 2 reps · 907-452-4250 · pyounker.com
64
WINCAP FINANCIAL LLC — reported RAUM up 46% ($153.3M -> $223.1M). IAPD ↗
$223.1M RAUM · 6 reps · (617) 590-3250 · wincapfinancial.com
64
OXENFREE FINANCIAL — reported RAUM up 48% ($168.4M -> $249.8M). IAPD ↗
$249.8M RAUM · 8 reps · 321-722-7882
64
LIFEGOAL INVESTMENTS, LLC — reported RAUM up 31% ($271.0M -> $356.0M). IAPD ↗
$356.0M RAUM · 5 reps · 607-434-0742
64
STONEPATH WEALTH MANAGEMENT — reported RAUM up 33% ($225.8M -> $299.5M). IAPD ↗
$299.5M RAUM · 9 reps · (231) 668-6999
64
BEACON CAPITAL ADVISORY GROUP — reported RAUM up 47% ($151.7M -> $223.5M). IAPD ↗
$223.5M RAUM · 2 reps · 877-801-2322
64
HORIZON WEALTH — reported RAUM up 46% ($101.1M -> $147.2M). IAPD ↗
$147.2M RAUM · 4 reps · 303-777-7124 · myhorizonwealth.com
64
GREENBERG FINANCIAL GROUP — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$406.9M RAUM · 6 reps · 520-544-4909 · greenbergfinancial.com
64
GKV CAPITAL MANAGEMENT CO INC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$357.2M RAUM · 3 reps · 925-627-8680 · gkvcapital.com
64
PORTER WHITE INVESTMENT ADVISORS, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$748.2M RAUM · 5 reps · 205-252-3681 · pwco.com
64
MARATHON CAPITAL MANAGEMENT — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$790.1M RAUM · 4 reps · 410-329-1522 · insidemarathon.com
64
WHITCOMB & HESS, INC. — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$490.7M RAUM · 8 reps · 419-289-7007
64
WOODFIELD FINANCIAL ADVISORS, INC. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$230.1M RAUM · 3 reps · 847-726-9600
64
COMMONS CAPITAL, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$307.4M RAUM · 6 reps · (617) 431-7200
64
LONG ISLAND WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$291.7M RAUM · 1 reps · 516-238-7629 · liwealth.com
64
MASCOMA WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$567.8M RAUM · 9 reps · 603-676-8813 · mascoma.bank
64
CLARITY WEALTH MANAGEMENT, L.L.C. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$236.8M RAUM · 2 reps · 480-776-9670 · claritywealthmgt.com
64
AUSTIN PRIVATE WEALTH, LLC — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
$0 RAUM · 20 reps · (512) 886-4114
64
THAYER FINANCIAL, L.L.C. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
$106.4M RAUM · 2 reps · (828) 569-2785
64
626 FINANCIAL, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$379.6M RAUM · 5 reps · (269) 321-5040 · 626financial.com
64
NORTHSTAR ADVISORY GROUP, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$377.0M RAUM · 3 reps · 833-226-0400 · thenorthstaradvisorygroup.com
64
STONECREST WEALTH MANAGEMENT, INC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$375.8M RAUM · 3 reps · (602) 258-9400
64
SWIFTWATER CAPITAL — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$170.9M RAUM · 1 reps · 971-453-0130 · swiftwater.capital
64
STURMAN WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
$116.4M RAUM · 2 reps · (434) 201-2255 · sturmanwealth.com
64
BENTHAM WEALTH ADVISORS — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
$110.1M RAUM · 2 reps · (716) 580-1500 · benthamwealth.com
64
LIBERTY SQUARE WEALTH PARTNERS LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$567.8M RAUM · 5 reps · (610) 865-5803 · libertysquarewealth.com
63
BANYAN CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($220.3M -> $281.7M). IAPD ↗
$281.7M RAUM · 2 reps · 770-951-2129
63
DEMARS FINANCIAL GROUP LLC — reported RAUM up 28% ($291.3M -> $374.0M). IAPD ↗
$374.0M RAUM · 3 reps · 509-536-9556 · demarsfinancial.com
63
CARMEL CAPITAL MANAGEMENT L.L.C. — reported RAUM up 26% ($310.7M -> $392.0M). IAPD ↗
$392.0M RAUM · 6 reps · 831-625-1375 · carmelcapital.com
63
WHITCOMB & HESS, INC. — reported RAUM up 29% ($381.4M -> $490.7M). IAPD ↗
$490.7M RAUM · 8 reps · 419-289-7007
63
INVESTMENT PARTNERS ASSET MANAGEMENT — reported RAUM up 26% ($263.8M -> $333.4M). IAPD ↗
$333.4M RAUM · 6 reps · 732-205-0391 · investmentpartners.com
63
WMS ADVISORS, LLC — reported RAUM up 27% ($221.4M -> $280.9M). IAPD ↗
$280.9M RAUM · 5 reps · 301-294-7804
63
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST — reported RAUM up 42% ($122.1M -> $172.8M). IAPD ↗
$172.8M RAUM · 6 reps · 586-226-2100 · summitgivesback.com
63
LEGACY INVESTMENT PARTNERS, LLC — reported RAUM up 27% ($317.2M -> $403.1M). IAPD ↗
$403.1M RAUM · 3 reps · 913-696-1550 · legacyip.com
63
NESTEGGS, INC. — reported RAUM up 26% ($724.7M -> $911.3M). IAPD ↗
$911.3M RAUM · 9 reps · 904-348-3131 · nesteggs401k.com
63
GUNDERSON CAPITAL MANAGEMENT — reported RAUM up 26% ($315.3M -> $395.8M). IAPD ↗
$395.8M RAUM · 2 reps · 760-846-2046 · pwstreet.podbean.com
63
BROAD REACH CAPITAL LLC — reported RAUM up 43% ($126.0M -> $180.5M). IAPD ↗
$180.5M RAUM · 2 reps · 919-309-9325 · broadreachpartnersllc.com
63
FREEDOM ADVISORY — reported RAUM up 26% ($697.8M -> $880.6M). IAPD ↗
$880.6M RAUM · 6 reps · 787-792-3000
63
SOLITUDE FINANCIAL SERVICES, INC. — reported RAUM up 28% ($284.0M -> $363.5M). IAPD ↗
$363.5M RAUM · 6 reps · (434) 218-2201 · solitudefinancial.com
63
BLUEPRINT INVESTING LLC — reported RAUM up 26% ($346.6M -> $436.3M). IAPD ↗
$436.3M RAUM · 2 reps · 415-963-9815 · blueprintinvest.com
63
MY PORTFOLIO GUIDE, LLC — reported RAUM up 41% ($142.5M -> $201.0M). IAPD ↗
$201.0M RAUM · 2 reps · (562)799-5595 · pinterest.com
63
TORTUGA WEALTH MANAGEMENT — reported RAUM up 43% ($156.0M -> $222.9M). IAPD ↗
$222.9M RAUM · 4 reps · 310-935-0275 · tortugawealth.com
63
FISCHER INVESTMENT STRATEGIES, LLC — reported RAUM up 26% ($200.4M -> $251.9M). IAPD ↗
$251.9M RAUM · 5 reps · 805-418-7686 · fischerinvestmentstrategies.com
63
CASCADE WEALTH ADVISORS, INC — reported RAUM up 40% ($162.5M -> $228.1M). IAPD ↗
$228.1M RAUM · 3 reps · 509-886-8866 · cascade-wealth.com
63
ASPEN WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($509.6M -> $657.8M). IAPD ↗
$657.8M RAUM · 6 reps · 817-546-6353 · aspenwealthmgmt.com
63
LYNCH ASSET MANAGEMENT, INC. — reported RAUM up 27% ($260.1M -> $330.6M). IAPD ↗
$330.6M RAUM · 2 reps · 215-801-1550 · lynchassetmanagement.com
63
SIGNIFY WEALTH LLC — reported RAUM up 28% ($283.7M -> $364.5M). IAPD ↗
$364.5M RAUM · 4 reps · 314-222-0295
63
GUIDANCE POINT RETIREMENT SERVICES, LLC — reported RAUM up 40% ($62.9M -> $88.2M). IAPD ↗
$88.2M RAUM · 6 reps · 207-358-3099
63
CORNERSTONE WEALTH PLANNING — reported RAUM up 29% ($377.2M -> $485.9M). IAPD ↗
$485.9M RAUM · 9 reps · 704-849-0123 · rpblueprint.com
63
INNOVA WEALTH PARTNERS, LLC — reported RAUM up 26% ($228.2M -> $288.2M). IAPD ↗
$288.2M RAUM · 6 reps · (888) 270-1574 · myinnovawealth.com
63
HENDERSHOTT WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($235.6M -> $305.8M). IAPD ↗
$305.8M RAUM · 6 reps · 877-743-6500 · hendershottwealth.com
63
RFG WEALTH ADVISORY — reported RAUM up 28% ($371.3M -> $476.7M). IAPD ↗
$476.7M RAUM · 4 reps · 940-464-4104 · rfgwealthadvisory.com
63
CAREY WEALTH MANAGEMENT — reported RAUM up 44% ($155.0M -> $222.8M). IAPD ↗
$222.8M RAUM · 2 reps · (925) 406-4186
63
PATHWISE — reported RAUM up 25% ($203.6M -> $255.0M). IAPD ↗
$255.0M RAUM · 2 reps · 925-939-5607 · pathwise.co
63
SEASIDE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($362.3M -> $459.3M). IAPD ↗
$459.3M RAUM · 11 reps · (760) 730-8120 · seasidewealth.com
63
WYNN CAPITAL — reported RAUM up 28% ($251.0M -> $320.2M). IAPD ↗
$320.2M RAUM · 3 reps · 706-869-3451 · wynncap.com
63
PROVISION ASSET, LLC — reported RAUM up 42% ($100.8M -> $143.6M). IAPD ↗
$143.6M RAUM · 6 reps · 972-987-9651 · provisionasset.com
63
CLARITY CAPITAL ADVISORS, LLC — reported RAUM up 25% ($324.3M -> $406.3M). IAPD ↗
$406.3M RAUM · 2 reps · (800) 345-4635 · claritycapitaladvisors.com
63
HILLTOP WEALTH ADVISORS, LLC — reported RAUM up 26% ($502.8M -> $635.5M). IAPD ↗
$635.5M RAUM · 9 reps · (919) 401-1500
63
ROLEK RETIREMENT PLANNING — reported RAUM up 44% ($165.6M -> $239.2M). IAPD ↗
$239.2M RAUM · 1 reps · (267) 427-5667
63
ENTELECHY — reported RAUM up 25% ($201.9M -> $253.3M). IAPD ↗
$253.3M RAUM · 1 reps · 202-770-2007
63
MCCAY WEALTH ADVISORY LLC — reported RAUM up 29% ($384.6M -> $495.4M). IAPD ↗
$495.4M RAUM · 5 reps · 931-728-2130 · mccaywealth.com
63
ROSEROCK WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($215.2M -> $275.0M). IAPD ↗
$275.0M RAUM · 2 reps · (214) 220-8989 · roserockwealth.com
63
RANGE FINANCIAL GROUP, LLC — reported RAUM up 27% ($321.1M -> $408.1M). IAPD ↗
$408.1M RAUM · 7 reps · 503-482-4400
63
ROSEL WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($503.3M -> $630.2M). IAPD ↗
$630.2M RAUM · 2 reps · 303.647.3801
63
DARDEN WEALTH GROUP — reported RAUM up 26% ($302.1M -> $379.6M). IAPD ↗
$379.6M RAUM · 4 reps · 734-294-0100
63
LIFEPOINT PLANNING — reported RAUM up 42% ($118.9M -> $168.5M). IAPD ↗
$168.5M RAUM · 3 reps · 844-505-3618
63
NEW MILLENNIUM GROUP — reported RAUM up 28% ($200.6M -> $257.0M). IAPD ↗
$257.0M RAUM · 12 reps · 801-446-9950
63
FFP WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($234.4M -> $301.1M). IAPD ↗
$301.1M RAUM · 3 reps · 763-231-2760
63
GREEN RIDGE WEALTH PLANNING LLC — reported RAUM up 29% ($301.6M -> $389.6M). IAPD ↗
$389.6M RAUM · 6 reps · 973-554-1770
63
APEX STRATEGIC WEALTH, LLC — reported RAUM up 29% ($227.3M -> $292.1M). IAPD ↗
$292.1M RAUM · 7 reps · 423 267 0046 · solomonwood.com
63
MILESTONE ASSET MANAGEMENT, LLC — reported RAUM up 26% ($546.3M -> $690.7M). IAPD ↗
$690.7M RAUM · 13 reps · 412-643-3058
63
MELONE PRIVATE WEALTH, LLC — reported RAUM up 27% ($246.3M -> $313.2M). IAPD ↗
$313.2M RAUM · 2 reps · 877-293-5830
63
WEST MICHIGAN ADVISORS — reported RAUM up 27% ($614.4M -> $781.3M). IAPD ↗
$781.3M RAUM · 16 reps · (616) 820-1040
63
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($229.2M -> $294.9M). IAPD ↗
$294.9M RAUM · 1 reps · 802-985-8808 · antoinewilliamsandassoc.com
63
BURKHOLDER & ASSOCIATES, LLC — reported RAUM up 26% ($228.6M -> $287.4M). IAPD ↗
$287.4M RAUM · 2 reps · 301-778-9970 · burkholderassociates.com
63
FAMILY WEALTH PARTNERS, LLC — reported RAUM up 26% ($312.1M -> $392.4M). IAPD ↗
$392.4M RAUM · 6 reps · (704) 321-0152 · fwpnc.com
63
CONSCIOUS WEALTH INVESTMENTS, LLC — reported RAUM up 27% ($214.4M -> $272.8M). IAPD ↗
$272.8M RAUM · 4 reps · (404) 826.7747
63
CONQUIS FINANCIAL LLC — reported RAUM up 27% ($220.7M -> $280.0M). IAPD ↗
$280.0M RAUM · 3 reps · 650-651-3609
63
DAUS FINANCIAL GROUP, LLC — reported RAUM up 28% ($211.0M -> $270.5M). IAPD ↗
$270.5M RAUM · 3 reps · (269) 321-7472
63
DYNAMIC MARKET ADVANTAGE, LLC — reported RAUM up 25% ($288.8M -> $361.9M). IAPD ↗
$361.9M RAUM · 3 reps · (502) 813-2100 · dynamicmarketadvantage.com
63
FREEDOM FINANCIAL PARTNERS LLC — reported RAUM up 26% ($300.9M -> $377.9M). IAPD ↗
$377.9M RAUM · 5 reps · 651-797-3532 · ffpforme.com
63
BLUE FINANCIAL — reported RAUM up 44% ($100.4M -> $145.1M). IAPD ↗
$145.1M RAUM · 6 reps · 7043021141
63
KETRON FINANCIAL LLC — reported RAUM up 28% ($300.0M -> $384.0M). IAPD ↗
$384.0M RAUM · 2 reps · 415-892-0928
63
BLUE JEAN FINANCIAL LLC — reported RAUM up 41% ($94.7M -> $133.3M). IAPD ↗
$133.3M RAUM · 7 reps · 518-631-5471
63
FINANCIAL ADVISORY CORPORATION — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.10B RAUM · 14 reps · 616-235-5260 · facwealth.com
63
ARAX ADVISORY PARTNERS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$11.30B RAUM · 55 reps · 303-633-5900 · kleinhenzwealth.com
63
BIRCH HILL INVESTMENT ADVISORS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$2.95B RAUM · 9 reps · 617-502-8300
63
SACHETTA, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.00B RAUM · 10 reps · 781-233-4138
63
ALLIED INVESTMENT ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.49B RAUM · 11 reps · 406-839-2037 · alliedinvest.net
63
GREENLINE PARTNERS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$1.41B RAUM · 3 reps · 646-470-8714 · glinepartners.com
63
CHEVIOT VALUE MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$1.17B RAUM · 7 reps · 310-451-8600
63
GUARDIAN WEALTH STRATEGIES, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.14B RAUM · 5 reps · 952-746-1746 · gwealth.com
63
HORIZON WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.08B RAUM · 6 reps · (708) 352-4300
63
ALPHACORE CAPITAL LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$9.03B RAUM · 69 reps · 858-875-4100 · alphacore.com
63
ONE DAY IN JULY LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$1.36B RAUM · 13 reps · (802) 503-8280
63
VALLEY WEALTH STRATEGIES, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$1.45B RAUM · 26 reps · (209) 366-1264 · zukfinancial.com
63
SPARTAN WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.48B RAUM · 19 reps · 248-297-6600 · spartanwealth.com
63
THIRD VIEW PRIVATE WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$1.16B RAUM · 6 reps · 8607590650 · thirdviewpw.com
62
BRANDYWINE FINANCIAL GROUP, INC. — reported RAUM up 36% ($99.4M -> $135.0M). IAPD ↗
$135.0M RAUM · 2 reps · 610-828-1155 · brandywinefinancialgroup.com
62
NEWBRIDGE WEALTH MANAGEMENT — reported RAUM up 37% ($160.0M -> $219.5M). IAPD ↗
$219.5M RAUM · 3 reps · 610-564-8042 · newbridgewealth.com
62
FUTURE PERFECT PLANNING, LLC — reported RAUM up 36% ($32.7M -> $44.5M). IAPD ↗
$44.5M RAUM · 1 reps · 646-543-8065 · futureperfect.nyc
62
IFC — reported RAUM up 38% ($110.3M -> $152.5M). IAPD ↗
$152.5M RAUM · 7 reps · 530-886-8550 · ifcins.com
62
FOUR CORNERS FINANCIAL — reported RAUM up 38% ($76.2M -> $104.8M). IAPD ↗
$104.8M RAUM · 1 reps · (631) 271-1170 · fourcornersfincl.com
62
SABBIA FARO WEALTH MANAGEMENT LLC — reported RAUM up 37% ($37.0M -> $50.6M). IAPD ↗
$50.6M RAUM · 1 reps · 917-502-4137
62
PALM WEALTH PARTNERS — reported RAUM up 36% ($132.1M -> $179.3M). IAPD ↗
$179.3M RAUM · 9 reps · (954) 632-2555
62
VIRTUS FINANCIAL PARTNERS — reported RAUM up 35% ($112.9M -> $152.5M). IAPD ↗
$152.5M RAUM · 3 reps · 407-267-8445
62
WELCH FINANCIAL PLANNING, LLC — reported RAUM up 36% ($145.6M -> $198.1M). IAPD ↗
$198.1M RAUM · 2 reps · 303-939-8766
62
MARTINSEN WEALTH MANAGEMENT — reported RAUM up 40% ($102.3M -> $143.2M). IAPD ↗
$143.2M RAUM · 7 reps · 480-550-6556 · 5wbook.com
61
MCCARTHY WEALTH & TAX ADVISORS — reported RAUM up 32% ($153.0M -> $202.0M). IAPD ↗
$202.0M RAUM · 3 reps · 937-748-4765 · mccarthywealth.com
61
STRUCTURED WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($169.0M -> $226.9M). IAPD ↗
$226.9M RAUM · 2 reps · 419-517-1227 · structuredplan.com
61
GOUWS CAPITAL LLC — reported RAUM up 32% ($158.7M -> $209.9M). IAPD ↗
$209.9M RAUM · 2 reps · 704-944-3233 · gouwscapital.com
61
HIPPOCRATIC FINANCIAL ADVISORS — reported RAUM up 35% ($170.2M -> $229.0M). IAPD ↗
$229.0M RAUM · 5 reps · 866-447-2380 · hippocratic.com
61
PINAFORE WEALTH COUNSEL INC. — reported RAUM up 31% ($132.8M -> $173.6M). IAPD ↗
$173.6M RAUM · 2 reps · 919-213-0458 · pinaforewealth.com
61
TRUADVISORS — reported RAUM up 33% ($100.0M -> $132.7M). IAPD ↗
$132.7M RAUM · 3 reps · (813) 212-4000 · truadvisors.com
61
ARNOLD AND MOTE WEALTH MANAGEMENT — reported RAUM up 31% ($128.3M -> $168.2M). IAPD ↗
$168.2M RAUM · 5 reps · 319-393-4020
61
ROOTED PLANNING GROUP — reported RAUM up 33% ($117.7M -> $157.0M). IAPD ↗
$157.0M RAUM · 3 reps · 607-438-2761
61
SMITH & WYATT — reported RAUM up 31% ($158.6M -> $207.5M). IAPD ↗
$207.5M RAUM · 8 reps · 979-431-5440
61
KAIZEN RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 32% ($118.4M -> $155.9M). IAPD ↗
$155.9M RAUM · 1 reps · 508-850-6401 · kaizenrpa.com
61
994 GROUP — reported RAUM up 31% ($186.8M -> $244.7M). IAPD ↗
$244.7M RAUM · 2 reps · (512) 853-9597 · 994group.com
61
REVOLUTION CAPITAL, LLC — reported RAUM up 35% ($179.8M -> $241.9M). IAPD ↗
$241.9M RAUM · 4 reps · 402-933-3371 · revgroupllc.com
61
CASSILLY FINANCIAL — reported RAUM up 31% ($103.2M -> $135.5M). IAPD ↗
$135.5M RAUM · 2 reps · 410-793-5210 · cassillyfinancial.com
61
MIDWEST FINANCIAL NETWORK, LLC — reported RAUM up 31% ($108.3M -> $141.9M). IAPD ↗
$141.9M RAUM · 2 reps · 708-670-3083 · midwfinancial.com
61
FARNAM FINANCIAL — reported RAUM up 32% ($122.1M -> $161.4M). IAPD ↗
$161.4M RAUM · 3 reps · (602) 603-4000 · farnamfinancial.com
61
U.S.A. FINANCIAL & TAX SERVICES, LLC — reported RAUM up 33% ($120.0M -> $159.3M). IAPD ↗
$159.3M RAUM · 3 reps · 860-430-2138 · usafinancialandtaxservices.com
61
EMETH VALUE CAPITAL, LLC — reported RAUM up 31% ($148.3M -> $193.7M). IAPD ↗
$193.7M RAUM · 1 reps · 210-381-7262
61
ATLAS INVESTMENT ADVISORS — reported RAUM up 33% ($138.2M -> $184.1M). IAPD ↗
$184.1M RAUM · 2 reps · 770-336-6805
61
PODELL FINANCIAL GROUP LLC — reported RAUM up 32% ($172.2M -> $227.6M). IAPD ↗
$227.6M RAUM · 4 reps · 973-227-8001 · podellfinancial.com
61
AVISE FINANCIAL — reported RAUM up 35% ($125.9M -> $169.4M). IAPD ↗
$169.4M RAUM · 6 reps · 310-807-5778
61
RIVERTREE WEALTH — reported RAUM up 32% ($108.6M -> $143.1M). IAPD ↗
$143.1M RAUM · 2 reps · (501) 500-0893
61
HOLOS INTEGRATED WEALTH — reported RAUM up 35% ($173.0M -> $233.1M). IAPD ↗
$233.1M RAUM · 3 reps · 484-893-4599
61
TRUNORTH FINANCIAL LLC — reported RAUM up 32% ($29.5M -> $39.0M). IAPD ↗
$39.0M RAUM · 1 reps · 845-741-7150
61
ROSENBLUM SILVERMAN SUTTON SF INC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$486.6M RAUM · 3 reps · 415-771-4500 · rssic.com
61
SOWA FINANCIAL GROUP — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$517.0M RAUM · 3 reps · 401-434-8090 · sowafinancial.com
61
BCM ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$775.7M RAUM · 6 reps · 337-233-7758 · bcm-advisors.com
61
SIERRA ASSET MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$462.3M RAUM · 1 reps · 559-658-5193
61
MOLLER WEALTH PARTNERS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$755.9M RAUM · 4 reps · 847-441-7575
61
OVERRIDGE WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$368.2M RAUM · 9 reps · 817-738-1451
61
ELTEKON ADVISORS, LLC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$340.0M RAUM · 7 reps · 512-477-3200 · eltekon.com
61
DEMARS FINANCIAL GROUP LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$374.0M RAUM · 3 reps · 509-536-9556 · demarsfinancial.com
61
ELIOT ROSE WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$186.3M RAUM · 1 reps · (401) 588-5102 · eliotrose.com
61
MPS-LORIA FINANCIAL PLANNERS,LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$826.6M RAUM · 5 reps · 630-887-4404 · mpsloria.com
61
SARD WEALTH MANAGMENT GROUP, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$464.0M RAUM · 2 reps · 404-843-4483
61
INVESTMENT MANAGEMENT TRUST, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$123.5M RAUM · 1 reps · 978-343-3344
61
NESTEGGS, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$911.3M RAUM · 9 reps · 904-348-3131 · nesteggs401k.com
61
ALLODIUM INVESTMENT CONSULTANTS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$576.8M RAUM · 4 reps · 612-230-3700 · allodium.com
61
ATS WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$383.6M RAUM · 4 reps · 858-643-5757 · atswealthmanagement.com
61
BARRON FINANCIAL GROUP, LLP — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
$199.1M RAUM · 2 reps · 860.489.0432
61
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$250.7M RAUM · 9 reps · 866-785-5350 · retirewithlonestar.com
61
TIMBER CREEK CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$636.8M RAUM · 3 reps · 617-722-0855 · timbercreek-capital.com
61
ARCHER INVESTMENT MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$370.8M RAUM · 4 reps · 800-840-5946 · archerim.com
61
BEAR MOUNTAIN CAPITAL INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$375.0M RAUM · 5 reps · 206-420-3713 · bearmountaincapital.com
61
PHYSICIAN WEALTH SOLUTIONS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$298.9M RAUM · 1 reps · 404-386-7641
61
HARDIN CAPITAL PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$447.8M RAUM · 1 reps · 864-252-4200 · hardincapitalpartners.com
61
BRAEBURN WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$259.4M RAUM · 3 reps · 231-720-0743 · braeburnwealth.com
61
ONE ADVISORY PARTNERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$369.5M RAUM · 9 reps · 913-663-2376 · oneretirement.com
61
INVESTMENTS & FINANCIAL PLANNING, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$318.7M RAUM · 2 reps · 859-543-8188 · investfp.com
61
PEAKVALLEY WEALTH, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$130.3M RAUM · 4 reps · 540-904-7969 · peakvalleywealth.com
61
INNOVA WEALTH PARTNERS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$288.2M RAUM · 6 reps · (888) 270-1574 · myinnovawealth.com
61
HIPPOCRATIC FINANCIAL ADVISORS — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
$229.0M RAUM · 5 reps · 866-447-2380 · hippocratic.com
61
PETERSON FINANCIAL GROUP, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$299.2M RAUM · 3 reps · 515-226-1500
61
LEGACY WEALTH MANAGEMENT INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$251.0M RAUM · 3 reps · 877-650-4738
61
INSIGHT FOLIOS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$331.3M RAUM · 15 reps · (704) 529-9500 · dursocapital.com
61
SIGHTLINE WEALTH ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$354.2M RAUM · 4 reps · (860) 448-0611 · sightlinewa.com
61
PROVISION ASSET, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$143.6M RAUM · 6 reps · 972-987-9651 · provisionasset.com
61
LEGACY FINANCIAL STRATEGIES, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$952.0M RAUM · 12 reps · 913-403-0600 · legacykc.com
61
BLUESPHERE ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$506.2M RAUM · 4 reps · (610) 277-1515
61
CAPSTONE WEALTH MANAGEMENT GROUP, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$356.1M RAUM · 5 reps · (888) 587-7526 · capstone-wealth.com
61
KLEINFELDER CAPITAL, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$376.6M RAUM · 4 reps · (513) 808-9700 · kleinfeldercapital.com
61
KOA WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$254.9M RAUM · 2 reps · 760-602-6920
61
CHOICE WEALTH ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$323.3M RAUM · 3 reps · (207) 873-0996
61
MANN FINANCIAL GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$395.5M RAUM · 2 reps · (218) 844-9109 · mannfinancialmn.com
61
CIMARRON WEALTH MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$327.3M RAUM · 6 reps · 970-249-9882
61
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$135.1M RAUM · 4 reps · 703-796-0957
61
LEGACY WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$455.1M RAUM · 3 reps · 601-499-1970 · mylegacy.ms
61
ASPEN WEALTH STRATEGIES, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$312.2M RAUM · 6 reps · (303) 421-1113 · aspenwealthstrategies.com
61
FCG INVESTMENT COMPANY — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$568.2M RAUM · 10 reps · 901-309-2681 · fcgtn.com
61
ALIGN FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$433.7M RAUM · 5 reps · 218-336-2506 · align.financial
61
DORVAL & CHORNE FINANCIAL ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$373.9M RAUM · 3 reps · 612-436-3714 · dorvalchorne.com
61
NORTHBRIDGE FINANCIAL GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$413.1M RAUM · 7 reps · (813) 877-8000
61
INVESTED ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$268.3M RAUM · 2 reps · 814-235-2703 · weareinvested.com
61
ATLANTIC PRIVATE WEALTH, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$894.0M RAUM · 4 reps · 919-968-2977 · atlanticpwa.com
61
INSIGHT CAPITAL MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$330.5M RAUM · 4 reps · 925-362-9571
61
FORTRESS FINANCIAL GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$352.3M RAUM · 7 reps · (507) 529-1400
61
TRANSCENDENT CAPITAL GROUP — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$360.7M RAUM · 9 reps · 405-341-9188
61
SINGER WEALTH ADVISORS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$782.4M RAUM · 15 reps · 561-998-9985
61
CARR FINANCIAL GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$744.2M RAUM · 7 reps · (508) 795-0264 · carrfinancial.com
61
PINE HARBOR WEALTH MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$507.1M RAUM · 1 reps · 703-589-9100
61
CONQUIS FINANCIAL LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$280.0M RAUM · 3 reps · 650-651-3609
61
WEALTHSPRING — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$370.2M RAUM · 4 reps · 562-491-4410
61
IVANOFF WEALTH MANAGEMENT INC. — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
$154.6M RAUM · 3 reps · 714-262-1658 · ivanoffwealthmanagement.com
61
SIERRA SUMMIT ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$780.8M RAUM · 5 reps · 847-652-5070 · sierrasummitadvisors.com
61
AVISE FINANCIAL — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
$169.4M RAUM · 6 reps · 310-807-5778
61
KETRON FINANCIAL LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$384.0M RAUM · 2 reps · 415-892-0928
61
ALTERI WEALTH — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$566.1M RAUM · 3 reps · 805-809-0400
61
SHRIER WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$390.6M RAUM · 3 reps · 310-201-0200 · shrierwealth.com
61
MFG PRIVATE WEALTH — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$145.5M RAUM · 4 reps · 412-3412-888 · mfgplanners.com
61
PRESTIGE WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$148.4M RAUM · 5 reps · 8176378121
61
MERITIS WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$224.4M RAUM · 3 reps · 240-396-6600 · meritiswealth.com
61
ELEVATE WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$320.3M RAUM · 3 reps · 307 461-5550 · elevateasset.com
61
NAPIER FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$550.1M RAUM · 8 reps · 781-884-2300
61
VANTUS WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$439.8M RAUM · 5 reps · 844-682-6887
61
CADIA PRIVATE CLIENT LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
$192.5M RAUM · 2 reps · 973-993-6300
60
QCA CAPITAL MANAGEMENT INC — reported RAUM up 27% ($183.8M -> $232.6M). IAPD ↗
$232.6M RAUM · 5 reps · 310-473-4411 · quincycass.com
60
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. — reported RAUM up 26% ($184.9M -> $232.7M). IAPD ↗
$232.7M RAUM · 3 reps · 800-557-5461
60
GOING CPAS AND WEALTH ADVISORS — reported RAUM up 30% ($123.9M -> $160.8M). IAPD ↗
$160.8M RAUM · 8 reps · 337-942-3041 · going.cpa
60
HOLCOMBE & MCGRATH — reported RAUM up 29% ($121.1M -> $155.9M). IAPD ↗
$155.9M RAUM · 2 reps · 828-252-8228 · wealthminder.com
60
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC — reported RAUM up 28% ($136.6M -> $174.6M). IAPD ↗
$174.6M RAUM · 3 reps · 719-477-9883
60
BUCKRAM SECURITIES LTD — reported RAUM up 26% ($92.7M -> $117.3M). IAPD ↗
$117.3M RAUM · 2 reps · 516-759-7400
60
FOUR QUADRANT WEALTH ADVISORS, INC. — reported RAUM up 27% ($171.8M -> $219.0M). IAPD ↗
$219.0M RAUM · 6 reps · 877-441-5144
60
MUNDOVAL CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($73.2M -> $91.9M). IAPD ↗
$91.9M RAUM · 3 reps · 858-454-4837 · mundoval.com
60
EVEREST WEALTH MANAGEMENT — reported RAUM up 29% ($184.1M -> $237.4M). IAPD ↗
$237.4M RAUM · 1 reps · (913) 387-2017 · everestwealth.com
60
INVEST INC. — reported RAUM up 27% ($125.5M -> $158.7M). IAPD ↗
$158.7M RAUM · 5 reps · 859-268-9200 · invest-lex.com
60
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC — reported RAUM up 28% ($91.0M -> $116.4M). IAPD ↗
$116.4M RAUM · 4 reps · (717) 602-1100 · asrpc.com
60
BAUTIS FINANCIAL, LLC — reported RAUM up 26% ($156.8M -> $197.4M). IAPD ↗
$197.4M RAUM · 2 reps · 862-205-5800
60
D'ARCY CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($178.6M -> $225.6M). IAPD ↗
$225.6M RAUM · 4 reps · 858-461-4391 · darcycapital.com
60
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC — reported RAUM up 28% ($185.9M -> $237.1M). IAPD ↗
$237.1M RAUM · 4 reps · 360-823-0477 · fortvancouverim.com
60
MCDONNELL CAPITAL MANAGEMENT — reported RAUM up 26% ($132.7M -> $166.7M). IAPD ↗
$166.7M RAUM · 2 reps · 708-925-9507 · mcdonnell-capital.com
60
SUN GROUP WEALTH PARTNERS LLC — reported RAUM up 25% ($178.9M -> $224.5M). IAPD ↗
$224.5M RAUM · 2 reps · 949-625-6800 · sungroupwp.com
60
CATALYST FINANCIAL NW CORPORATION — reported RAUM up 26% ($184.8M -> $233.4M). IAPD ↗
$233.4M RAUM · 2 reps · 503-661-9010 · catalyst-nw.com
60
BAMBOO WEALTH STRATEGIES — reported RAUM up 28% ($184.2M -> $235.7M). IAPD ↗
$235.7M RAUM · 4 reps · (619) 289-9670 · bamboowealth.com
60
WISDOM WEALTH STRATEGIES — reported RAUM up 25% ($152.3M -> $190.5M). IAPD ↗
$190.5M RAUM · 2 reps · 720-314-8009
60
DBK FINANCIAL COUNSEL, LLC — reported RAUM up 25% ($159.5M -> $199.5M). IAPD ↗
$199.5M RAUM · 3 reps · 330-923-3038
60
OPUS PRIVATE WEALTH GROUP, LLC — reported RAUM up 25% ($102.0M -> $128.0M). IAPD ↗
$128.0M RAUM · 3 reps · 714-660-7490
60
THE PERSPECTIVE GROUP — reported RAUM up 29% ($174.0M -> $225.1M). IAPD ↗
$225.1M RAUM · 2 reps · (785) 749-1881
60
MUTUAL TRUST ADVISORY GROUP — reported RAUM up 30% ($128.0M -> $165.8M). IAPD ↗
$165.8M RAUM · 2 reps · 239-204-4333
60
COPIA WEALTH MANAGEMENT — reported RAUM up 28% ($122.8M -> $157.5M). IAPD ↗
$157.5M RAUM · 3 reps · 541-647-2545 · copiawealthmanagement.com
60
NRG WEALTH MANAGEMENT — reported RAUM up 25% ($193.3M -> $242.0M). IAPD ↗
$242.0M RAUM · 4 reps · (520) 818-7822
60
GO WEALTH MANAGEMENT — reported RAUM up 26% ($165.6M -> $208.4M). IAPD ↗
$208.4M RAUM · 9 reps · 541-338-7631
60
AVENTINE FINANCIAL GROUP — reported RAUM up 28% ($119.3M -> $153.1M). IAPD ↗
$153.1M RAUM · 3 reps · (212) 269-2512 · aventinefg.com
60
TOPTIER WEALTH MANAGEMENT — reported RAUM up 30% ($135.3M -> $175.7M). IAPD ↗
$175.7M RAUM · 2 reps · 262-989-8551 · toptierwealthmanagement.com
60
SIMPLIFIED WEALTH MANAGEMENT — reported RAUM up 26% ($179.5M -> $225.5M). IAPD ↗
$225.5M RAUM · 7 reps · 601-336-4265 · myswm.com
60
HADDONFIELD FINANCIAL PLANNING LLC — reported RAUM up 29% ($104.9M -> $134.8M). IAPD ↗
$134.8M RAUM · 3 reps · 856-795-0471
60
WE FINANCIAL GROUP — reported RAUM up 26% ($101.4M -> $127.4M). IAPD ↗
$127.4M RAUM · 4 reps · 415-994-9767
60
PORTUS WEALTH ADVISORS, LLC — reported RAUM up 26% ($162.4M -> $204.1M). IAPD ↗
$204.1M RAUM · 3 reps · 704-936-0084
60
BESTGATE WEALTH ADVISORS, LLC — reported RAUM up 26% ($129.2M -> $162.4M). IAPD ↗
$162.4M RAUM · 3 reps · 301-662-7220
60
ARBORFI ADVISORS, LLC — reported RAUM up 30% ($114.2M -> $148.4M). IAPD ↗
$148.4M RAUM · 2 reps · 734-345-6980
60
IRONOAK WEALTH — reported RAUM up 25% ($129.4M -> $162.0M). IAPD ↗
$162.0M RAUM · 6 reps · 737-271-9421
60
TITLETOWN WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($116.2M -> $150.3M). IAPD ↗
$150.3M RAUM · 2 reps · (920) 468-7443 · titletownwm.com
60
SOUTHCOL ADVISORS — reported RAUM up 26% ($165.3M -> $208.7M). IAPD ↗
$208.7M RAUM · 3 reps · 239-228-8747
60
TEAM WEALTH & TAX ADVISORS — reported RAUM up 26% ($185.8M -> $233.3M). IAPD ↗
$233.3M RAUM · 6 reps · 951-308-6444 · g.co
60
STILLWATER WEALTH MANAGEMENT GROUP LLC — reported RAUM up 27% ($162.9M -> $206.6M). IAPD ↗
$206.6M RAUM · 3 reps · (561) 214-4125
60
GOLDENSTONE WEALTH MANAGEMENT — reported RAUM up 27% ($188.2M -> $238.3M). IAPD ↗
$238.3M RAUM · 2 reps · 916-799-6527 · goldenstonewealth.com
60
EQUILIBRIUM WEALTH LLC — reported RAUM up 26% ($102.9M -> $129.5M). IAPD ↗
$129.5M RAUM · 3 reps · (212) 321-0428 · getequilibrium.com
60
GRAVER CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($122.0M -> $153.5M). IAPD ↗
$153.5M RAUM · 2 reps · 614-499-2500
60
RIVER'S EDGE — reported RAUM up 28% ($122.7M -> $157.1M). IAPD ↗
$157.1M RAUM · 4 reps · 412-526-8939
60
RPR FINANCIAL — reported RAUM up 26% ($128.8M -> $162.1M). IAPD ↗
$162.1M RAUM · 4 reps · 913-274-1452
60
RETIREMENT WEALTH SOLUTIONS LLC — reported RAUM up 29% ($175.8M -> $227.0M). IAPD ↗
$227.0M RAUM · 3 reps · 715-384-5481 · retirews.com
60
FIVE PINE WEALTH — reported RAUM up 26% ($152.4M -> $191.8M). IAPD ↗
$191.8M RAUM · 3 reps · (877) 333-1015 · fivepinewealth.com
60
FRANKLY FINANCES — reported RAUM up 27% ($160.2M -> $204.2M). IAPD ↗
$204.2M RAUM · 1 reps · 786-897-5035 · franklyfinances.com
60
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. — reported RAUM up 25% ($138.3M -> $173.5M). IAPD ↗
$173.5M RAUM · 3 reps · 503-253-3000 · pricefg.com
60
HOBBS WEALTH MANAGEMENT — reported RAUM up 26% ($116.5M -> $146.7M). IAPD ↗
$146.7M RAUM · 1 reps · 317-559-2940 · hobbswealth.com
60
INTERNATIONAL FINANCIAL PLANNING LLC — reported RAUM up 26% ($32.1M -> $40.4M). IAPD ↗
$40.4M RAUM · 1 reps · 540-222-0478
60
PRAIRIEVIEW WEALTH & TAX ADVISORS — reported RAUM up 27% ($163.7M -> $207.5M). IAPD ↗
$207.5M RAUM · 4 reps · 708-326-4750 · pv-wp.com.com
60
MAIN ADVISORY, INC. — reported RAUM up 27% ($128.2M -> $162.7M). IAPD ↗
$162.7M RAUM · 2 reps · (724) 731-0173 · mainadvisory.com
60
GANNETT WEALTH ADVISORS — reported RAUM up 29% ($69.9M -> $90.2M). IAPD ↗
$90.2M RAUM · 7 reps · (208)254-0142
60
KMT WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($174.9M -> $222.4M). IAPD ↗
$222.4M RAUM · 1 reps · 773-895-8962 · kmtwealth.com
60
ROXBURY FINANCIAL — reported RAUM up 28% ($141.5M -> $180.5M). IAPD ↗
$180.5M RAUM · 2 reps · 973-928-7181 · roxburyfinancial.com
60
RHL GROUP, LLC — reported RAUM up 29% ($120.5M -> $155.1M). IAPD ↗
$155.1M RAUM · 2 reps · 248-634-7720 · rhlgroup.us
60
AGP FRANKLIN, LLC — reported RAUM up 27% ($195.2M -> $247.1M). IAPD ↗
$247.1M RAUM · 3 reps · 615-778-9842 · strongtowerwealthmanagement.com
58
SLOCUM, GORDON & CO. LLP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$219.2M RAUM · 2 reps · 401-849-4900 · slocumgordon.com
58
PETERSON FINANCIAL SERVICES LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$124.0M RAUM · 1 reps · 303-831-4800 · petersonfs.com
58
MCS FAMILY WEALTH ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$162.6M RAUM · 2 reps · 541-345-7023 · mcsfamilywealth.com
58
VOLUMETRIC ADVISERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$37.6M RAUM · 2 reps · 845-623-7637
58
AMERICAN FINANCIAL MANAGEMENT, LTD. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$31.6M RAUM · 2 reps · (443) 339-2115
58
HFH PLANNING INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$206.1M RAUM · 2 reps · 212-402-5444 · finsecurity.com
58
CASTELLANO & ASSOCIATES — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$129.5M RAUM · 3 reps · 318-683-1040 · todaycpa.com
58
MONETARY SOLUTIONS, LTD. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$139.7M RAUM · 1 reps · 937-297-1140
58
LEGACY PLANNING ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$234.0M RAUM · 8 reps · 770-919-2075
58
INGRAM ADVISORY SERVICES, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$109.3M RAUM · 2 reps · 863-326-9833 · ingramfinancialgroup.com
58
RUTHERFORD ASSET PLANNING, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$181.3M RAUM · 1 reps · 813-343-4501 · rutherfordasset.com
58
TRIVANT CUSTOM PORTFOLIO GROUP LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$239.4M RAUM · 5 reps · 619-286-3930
58
GFP WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$196.7M RAUM · 1 reps · 805-494-8181 · goyettefinancial.com
58
OFC WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$182.8M RAUM · 2 reps · 973-258-1007
58
ELM3 FINANCIAL GROUP, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$189.0M RAUM · 3 reps · 678-297-9500
58
PROVIDENCE WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$149.6M RAUM · 3 reps · 865-691-6699
58
FRANK FINANCIAL ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$188.2M RAUM · 2 reps · 760-438-3360 · plus.google.com
58
INTEGRAL FINANCIAL PLANNING LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$158.0M RAUM · 1 reps · 630-219-3315 · integralfp.com
58
BELLWETHER INVESTMENT GROUP, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$155.1M RAUM · 6 reps · 423-698-6256 · focuspointefinancial.com
58
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$221.8M RAUM · 2 reps · 541-500-4321 · jonescares.org
58
FINSYM PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$188.0M RAUM · 3 reps · 206-276-1774 · finsymllc.com
58
TITANIUM ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$169.7M RAUM · 1 reps · 508-528-3120 · titaniumadvisors.com
58
CASCADE WEALTH ADVISORS, INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$228.1M RAUM · 3 reps · 509-886-8866 · cascade-wealth.com
58
CLEMENT STREET CAPITAL LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$141.0M RAUM · 2 reps · 630-701-9359 · clementstreetcapital.com
58
NUTS2INVEST.COM, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$0 RAUM · 1 reps · 937-269-1116 · nuts2invest.com
58
REITZ CAPITAL ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$103.4M RAUM · 1 reps · (989) 791-3693 · reitzfg.com
58
FARRIS CAPITAL MANAGEMENT INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$177.5M RAUM · 3 reps · 214-525-2141 · farriscap.com
58
BAMBOO WEALTH STRATEGIES — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$235.7M RAUM · 4 reps · (619) 289-9670 · bamboowealth.com
58
PINAFORE WEALTH COUNSEL INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$173.6M RAUM · 2 reps · 919-213-0458 · pinaforewealth.com
58
SHERMAN ASSET MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$140.8M RAUM · 1 reps · 805-655-5062
58
SOMNIO FINANCIAL GROUP, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$168.3M RAUM · 2 reps · 860-430-5500
58
OCTOBER EFFECT LTD. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$138.9M RAUM · 4 reps · 757-390-3341 · financialplanning-vab.com
58
HOFER & ASSOCIATES WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$216.4M RAUM · 3 reps · 805-557-8054 · hoferwm.com
58
GREAT HILL ADVISORY — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$218.4M RAUM · 2 reps · 516-500-1248 · greathilladvisory.com
58
ROOTED PLANNING GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$157.0M RAUM · 3 reps · 607-438-2761
58
ALERE PLANNING LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$208.0M RAUM · 2 reps · 410-252-0088 · alereplanning.com
58
HOFFMAN CAPITAL ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$185.4M RAUM · 7 reps · (724) 719-6767 · hoffman-capital.com
58
ROCKHILL ADVISORS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$174.2M RAUM · 1 reps · (312) 282-1040 · rockhill-advisors.com
58
GRANT PRIVATE WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$196.3M RAUM · 5 reps · 925-378-5000
58
FAMILY LEGACY PLANNING — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
$169.1M RAUM · 3 reps · (479) 273-3040 · flpwealth.com
58
ERICKSON FINANCIAL GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$198.9M RAUM · 3 reps · (484) 209-5270
58
PLEASANTDALE WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$113.7M RAUM · 3 reps · 908-914-1572
58
KEYSTONE WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$137.4M RAUM · 1 reps · (319) 883-3096 · keystonewealth.com
58
WINTER & ASSOCIATES, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
$179.7M RAUM · 4 reps · (651) 414-5000
58
SIGNAL TREE FINANCIAL PARTNERS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$213.4M RAUM · 5 reps · (330) 590-5937
58
DOMAIN MONEY ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
$0 RAUM · 14 reps · 646-970-6926
58
PLANNING WORKS ADVISORY, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$199.8M RAUM · 4 reps · 512-498-7526 · planningworksinc.com
58
ARRIEN INVESTMENTS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$226.6M RAUM · 3 reps · (208) 338-1520 · arrieninvestments.com
58
BRUDERMAN PRIVATE WEALTH — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$78.5M RAUM · 4 reps · 516-974-7596 · brudermanprivatewealth.com
58
PALM WEALTH PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$179.3M RAUM · 9 reps · (954) 632-2555
58
VIRTUS FINANCIAL PARTNERS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$152.5M RAUM · 3 reps · 407-267-8445
58
ATLAS INVESTMENT ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$184.1M RAUM · 2 reps · 770-336-6805
58
ENSPIRE WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$119.3M RAUM · 2 reps · (707) 525-1099 · enspirewealth.com
58
BLUESTONE PRIVATE WEALTH, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$190.4M RAUM · 2 reps · 440-821-3459 · bluestoneprivate.com
58
BRIDGEWAY WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
$164.6M RAUM · 2 reps · 319-393-6535 · bridgewaywm.com
58
MAIN ADVISORY, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
$162.7M RAUM · 2 reps · (724) 731-0173 · mainadvisory.com
58
GANNETT WEALTH ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
$90.2M RAUM · 7 reps · (208)254-0142
58
COUNTRYSIDE FINANCIAL LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$73.2M RAUM · 3 reps · 716-256-1330 · countrysidefinancialny.com
58
CONTANGO WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
$122.8M RAUM · 2 reps · 415.794.1622
88
DEVELOP CAPITAL PARTNERS, LP. — (PITTSFORD, NY) is newly SEC-registered with $940.0M RAUM and 4 advisory reps. IAPD ↗institutional
$940.0M RAUM · 4 reps · (585) 895-2287 · develop-capital.com
85
OWL VENTURES — (SAN FRANCISCO, CA) is newly SEC-registered with $2.27B RAUM and 10 advisory reps. IAPD ↗fund
$2.27B RAUM · 10 reps · (415) 209-5675 · owlvc.com
85
BONACCORD CAPITAL ADVISORS LLC — (NEW YORK, NY) is newly SEC-registered with $4.30B RAUM and 14 advisory reps. IAPD ↗fund
$4.30B RAUM · 14 reps · 332-322-3220 · bonaccordcapital.com
85
S3 CAPITAL ADVISORS LLC — (NEW YORK, NY) is newly SEC-registered with $3.64B RAUM and 15 advisory reps. IAPD ↗fund
$3.64B RAUM · 15 reps · 212-300-8800 · sprucecap.com
85
CIBRA CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 442037256245
85
APPLIED QUANTITATIVE INVESTMENTS LLC — (LONE TREE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 303-708-1640
85
TAP CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 212-229-6098 · usetap.com
85
ALTA ASSET MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 13 advisory reps. IAPD ↗institutional
$0 RAUM · 13 reps · 917-831-1000 · obra.com
85
CRESALTA INVESTMENT MANAGEMENT, INC. — (GREENWOOD VILLAGE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 303-498-9699
85
ONE RIVER VOLATILITY ARBITRAGE LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 805-708-9158
85
MOONVEST — (location n/a) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 6503386976
85
PARC STREET ADVISORS — (SYOSSET, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (516) 639-0556 · parcstreetadvisors.com
85
HCIP ADVISORS, LLC — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 312-277-1300
85
GRADIENT RIDGE CAPITAL, L.P. — (NORWALK, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 732-616-3877
83
STORR GROUP — (WEST PALM BEACH, FL) is newly SEC-registered with $309.5M RAUM and 5 advisory reps. IAPD ↗fund
$309.5M RAUM · 5 reps · 737-330-1980
83
HAMILTON SQUARE PARTNERS MANAGEMENT, LP — (PRINCETON, NJ) is newly SEC-registered with $319.3M RAUM and 5 advisory reps. IAPD ↗fund
$319.3M RAUM · 5 reps · (646) 649-6790 · hsqhealthcare.com
80
BUTTONWOOD GROUP ADVISORS LLC — (UNIONDALE, NY) is newly SEC-registered with $240.2M RAUM and 4 advisory reps. IAPD ↗fund
$240.2M RAUM · 4 reps · 212-440-9644
80
WESTBOUND EQUITY MANAGEMENT, LLC — (PALO ALTO, CA) is newly SEC-registered with $146.2M RAUM and 3 advisory reps. IAPD ↗fund
$146.2M RAUM · 3 reps · 650-213-6213 · westboundequity.com
80
BP ASSET MANAGEMENT INC. — (CHARLOTTE, NC) is newly SEC-registered with $155.3M RAUM and 3 advisory reps. IAPD ↗fund
$155.3M RAUM · 3 reps · 980-261-5233
80
CREEK DRIVE MANAGEMENT GROUP LLC — (location n/a) is newly SEC-registered with $154.9M RAUM and 3 advisory reps. IAPD ↗fund
$154.9M RAUM · 3 reps · 650-808-7017 · creekdrivecapital.com
80
ETERNAL CAPITAL, LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $17.0M RAUM and 5 advisory reps. IAPD ↗fund
$17.0M RAUM · 5 reps · 305-915-8805 · eternalcapitalgroup.com
80
SOLYCO CAPITAL LLC — (ROCHESTER, MI) is newly SEC-registered with $219.9M RAUM and 2 advisory reps. IAPD ↗fund
$219.9M RAUM · 2 reps · 947-208-1900 · solycocapital.com
80
CENTURIA CAPITAL PARTNERS LLC — (GUAYNABO, PR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗fund
$0 RAUM · 1 reps · 787-994-3748
75
MEEDER PUBLIC FUNDS, INC. — grew from 34 to 52 advisory reps. IAPD ↗institutional
$64.13B RAUM · 52 reps · 866-633-3371
75
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — grew from 106 to 127 advisory reps. IAPD ↗institutional
$4.47B RAUM · 127 reps · 646-735-4293 · ir.carlyle.com
74
AGF INVESTMENTS — grew from 9 to 23 advisory reps. IAPD ↗institutional
$4.92B RAUM · 23 reps · 617-292-9804
70
PANTHEON — (LONDON, United Kingdom) is newly SEC-registered with $1.48B RAUM and 76 advisory reps. IAPD ↗foreign
$1.48B RAUM · 76 reps · 44-203356-1800 · pantheon.com
70
PERPETUA — (CAPE TOWN, WESTERN CAPE, South Africa) is newly SEC-registered with $1.05B RAUM and 11 advisory reps. IAPD ↗foreign
$1.05B RAUM · 11 reps · + 27 021 180 4900
70
MIC CAPITAL MANAGEMENT UK LLP — (LONDON, United Kingdom) is newly SEC-registered with $35.31B RAUM and 78 advisory reps. IAPD ↗foreign
$35.31B RAUM · 78 reps · +44 (0) 203 909-4610 · mubadalacapital.ae
66
NEWFRONT RETIREMENT SERVICES, INC. — grew from 19 to 25 advisory reps. IAPD ↗institutional
$1.04B RAUM · 25 reps · 415-754-3635 · newfront.com
65
PACIFIC HEIGHTS ASSET MANAGEMENT, LLC — reported RAUM up 84% ($3.96B -> $7.27B). IAPD ↗institutional
$7.27B RAUM · 2 reps · 415-398-8000
65
EXCHANGE TRADED CONCEPTS, LLC — reported RAUM up 126% ($10.17B -> $22.95B). IAPD ↗institutional
$22.95B RAUM · 13 reps · 405-778-8377
65
AGF INVESTMENTS — reported RAUM up 78% ($2.76B -> $4.92B). IAPD ↗institutional
$4.92B RAUM · 23 reps · 617-292-9804
65
ROUNDHILL INVESTMENTS — reported RAUM up 153% ($3.79B -> $9.59B). IAPD ↗institutional
$9.59B RAUM · 5 reps · 646-661-5441 · roundhillinvestments.com
65
AXS INVESTMENTS LLC — reported RAUM up 160% ($1.16B -> $3.02B). IAPD ↗institutional
$3.02B RAUM · 4 reps · 833-297-2587
65
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — reported RAUM up 231% ($1.35B -> $4.47B). IAPD ↗institutional
$4.47B RAUM · 127 reps · 646-735-4293 · ir.carlyle.com
65
SMITH CAPITAL INVESTORS, LLC — grew from 12 to 17 advisory reps. IAPD ↗institutional
$13.11B RAUM · 17 reps · 303-597-5555
65
PORTAGE WEALTH INC — (OAKVILLE, Canada) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗foreign
$0 RAUM · 5 reps · (888)333-0996 · portagewealth.com
63
BOOSTER ASSET MANAGEMENT, LLC — reported RAUM up 456% ($62.3M -> $346.1M). IAPD ↗institutional
$346.1M RAUM · 2 reps · 630-653-1400
63
BAYHUNT CAPITAL LLC — reported RAUM up 254% ($102.4M -> $362.1M). IAPD ↗institutional
$362.1M RAUM · 1 reps · 415-634-8897
63
HEDGEYE ASSET MANAGEMENT, LLC — reported RAUM up 791% ($49.8M -> $443.4M). IAPD ↗institutional
$443.4M RAUM · 8 reps · 212 433-1559 · hedgeyeam.com
63
O'CONNOR ALTERNATIVE INVESTMENTS, LLC — grew from 4 to 12 advisory reps. IAPD ↗fund
$12.39B RAUM · 12 reps · 212-915-1722
63
1932 INVESTMENT MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗institutional
$788.0M RAUM · 5 reps · 800-355-2583
62
HOLBROOK HOLDINGS, INC. — reported RAUM up 64% ($2.30B -> $3.78B). IAPD ↗institutional
$3.78B RAUM · 3 reps · 678-400-3980 · holbrookholdings.com
62
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC — reported RAUM up 74% ($206.0M -> $358.6M). IAPD ↗institutional
$358.6M RAUM · 117 reps · (203) 542-4200
62
REX ADVISERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗institutional
$1.58B RAUM · 5 reps · 305-742-0151
61
NORTH SQUARE INVESTMENTS, LLC — reported RAUM up 56% ($2.02B -> $3.15B). IAPD ↗institutional
$3.15B RAUM · 0 reps · 312-857-2160 · northsquareinvest.com
61
HEDGEYE ASSET MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗institutional
$443.4M RAUM · 8 reps · 212 433-1559 · hedgeyeam.com
60
MIDAS MANAGEMENT CORPORATION — reported RAUM up 79% ($52.1M -> $93.2M). IAPD ↗institutional
$93.2M RAUM · 3 reps · 212-785-0900
60
PLANPILOT — reported RAUM up 50% ($3.71B -> $5.58B). IAPD ↗institutional
$5.58B RAUM · 11 reps · 312-973-4911
60
THOR FINANCIAL TECHNOLOGIES — reported RAUM up 91% ($113.9M -> $217.0M). IAPD ↗institutional
$217.0M RAUM · 2 reps · 412-860-6078 · thorft.com
60
AOT INVEST LLC — reported RAUM up 86% ($49.1M -> $91.2M). IAPD ↗institutional
$91.2M RAUM · 1 reps · 563-320-1688
60
COLLABORATIVE FUND ADVISORS — reported RAUM up 272% ($39.0M -> $144.8M). IAPD ↗institutional
$144.8M RAUM · 7 reps · 203-629-3300 · anydrusfunds.com
60
RIVER1 ASSET MANAGEMENT LLC — reported RAUM up 77% ($60.7M -> $107.8M). IAPD ↗institutional
$107.8M RAUM · 2 reps · 920-583-1476
60
SARMAYA PARTNERS, LLC — reported RAUM up 450% ($6.0M -> $33.0M). IAPD ↗institutional
$33.0M RAUM · 2 reps · 303-520-2419 · sarmayapartners.com
60
PRIVACORE — reported RAUM up 93% ($56.2M -> $108.5M). IAPD ↗institutional
$108.5M RAUM · 2 reps · 1 800 304 3863
60
FIRREO — 's provisional registration is now fully approved. IAPD ↗institutional
$0 RAUM · 0 reps · 202-630-7183
60
ADVISORENGINE PORTFOLIO SOLUTIONS INC. — 's provisional registration is now fully approved. IAPD ↗institutional
$35.0M RAUM · 2 reps · 888-225-7216 · advisorengine-portfolio-solutions.com
60
OLD BARN CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$105.3M RAUM · 1 reps · 717-329-7970
60
OAKLAWN CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$153.0M RAUM · 4 reps · 646-370-0416
60
DOXARA CAPITAL LP — 's provisional registration is now fully approved. IAPD ↗institutional
$125.0M RAUM · 2 reps · 561-589-3350
59
PNMAC CAPITAL MANAGEMENT, LLC — reported RAUM up 48% ($14.41B -> $21.35B). IAPD ↗institutional
$21.35B RAUM · 37 reps · (805) 849-3193
58
OAKLAWN CAPITAL MANAGEMENT LLC — grew from 1 to 4 advisory reps. IAPD ↗institutional
$153.0M RAUM · 4 reps · 646-370-0416
58
WEST HORIZON CAPITAL — 's provisional registration is now fully approved. IAPD ↗fund
$282.8M RAUM · 1 reps · 640-203-4660
58
KR CAPITAL LP — 's provisional registration is now fully approved. IAPD ↗fund
$792.4M RAUM · 10 reps · 212-317-0409 · krlp.com
57
PSP RESEARCH LLC — reported RAUM up 62% ($110.0M -> $178.6M). IAPD ↗institutional
$178.6M RAUM · 1 reps · 617-483-5981
57
FORGE GLOBAL ADVISORS LLC — grew from 1 to 5 advisory reps. IAPD ↗fund
$988.4M RAUM · 5 reps · (415) 881-1612
57
AVALA GLOBAL LP — grew from 10 to 12 advisory reps. IAPD ↗fund
$2.66B RAUM · 12 reps · (212) 226-5900
55
ALTERNATIVE ACCESS FUNDS, LLC — reported RAUM up 55% ($27.5M -> $42.5M). IAPD ↗institutional
$42.5M RAUM · 1 reps · 323-925-3305 #100
55
SOUND CAPITAL SOLUTIONS LLC — reported RAUM up 36% ($224.2M -> $305.7M). IAPD ↗institutional
$305.7M RAUM · 5 reps · 630-853-3300 · soundcapitalsolutions.com
55
REX ADVISERS, LLC — reported RAUM up 28% ($1.23B -> $1.58B). IAPD ↗institutional
$1.58B RAUM · 5 reps · 305-742-0151
55
FELIS ADVANTAGE, LP — 's provisional registration is now fully approved. IAPD ↗fund
$150.0M RAUM · 3 reps · (617) 702-7450
53
ARDSLEY PARTNERS — reported RAUM up 43% ($1.14B -> $1.64B). IAPD ↗fund
$1.64B RAUM · 7 reps · 203-564-4200 · ardsley.com
53
WRONA INVESTMENT MANAGEMENT, LLC — reported RAUM up 44% ($23.6M -> $34.1M). IAPD ↗institutional
$34.1M RAUM · 2 reps · 910-603-9075 · onerockfund.com
53
GENESIA INVESTMENTS LLC — reported RAUM up 30% ($230.9M -> $299.1M). IAPD ↗institutional
$299.1M RAUM · 1 reps · 864-334-5188 · genesiainvestments.com
51
WAVELENGTH CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($77.4M -> $104.0M). IAPD ↗institutional
$104.0M RAUM · 1 reps · 203-244-7580 · wavelengthfunds.com
51
IDX ADVISORS — reported RAUM up 32% ($97.4M -> $128.1M). IAPD ↗institutional
$128.1M RAUM · 4 reps · 833-662-6346 · idxadvisors.com
50
JEFFERIES FINANCE LLC — reported RAUM up 28% ($19.19B -> $24.59B). IAPD ↗fund
$24.59B RAUM · 51 reps · 212-284-3474 · apexcreditpartners.com
49
OLYMPUS PEAK ASSET MANAGEMENT LP — reported RAUM up 32% ($529.8M -> $702.0M). IAPD ↗fund
$702.0M RAUM · 4 reps · 212-373-1195
49
MAESTRIA PARTNERS LLC — reported RAUM up 31% ($267.5M -> $350.4M). IAPD ↗fund
$350.4M RAUM · 1 reps · 317-460-2929 · maestriapartners.com
48
OPALEYE MANAGEMENT INC. — reported RAUM up 26% ($639.6M -> $802.8M). IAPD ↗fund
$802.8M RAUM · 4 reps · 617-229-5085
48
BARNEGAT FUND MANAGEMENT INC. — reported RAUM up 28% ($629.0M -> $803.4M). IAPD ↗fund
$803.4M RAUM · 2 reps · 201-217-5625 · barnegatfund.com
48
SARMAYA PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗institutional
$33.0M RAUM · 2 reps · 303-520-2419 · sarmayapartners.com
47
CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC — reported RAUM up 38% ($122.1M -> $169.0M). IAPD ↗fund
$169.0M RAUM · 3 reps · 917-846-0764
45
TRUSTON ASSET MANAGEMENT — grew from 38 to 43 advisory reps. IAPD ↗foreign
$13.75B RAUM · 43 reps · 82-2-6308-0500 · trustonasset.com
43
AS AVARON ASSET MANAGEMENT — reported RAUM up 83% ($220.0M -> $401.9M). IAPD ↗foreign
$401.9M RAUM · 11 reps · +372 6644 205 · avaron.com
42
TRUSTON ASSET MANAGEMENT — reported RAUM up 65% ($8.35B -> $13.75B). IAPD ↗foreign
$13.75B RAUM · 43 reps · 82-2-6308-0500 · trustonasset.com
40
C&S INVESTMENT — reported RAUM up 116% ($67.8M -> $146.2M). IAPD ↗foreign
$146.2M RAUM · 4 reps · +423-384-3600 · c-s-investment.li
40
AS AVARON ASSET MANAGEMENT — grew from 9 to 11 advisory reps. IAPD ↗foreign
$401.9M RAUM · 11 reps · +372 6644 205 · avaron.com
38
CAPITALIA (SUISSE) — reported RAUM up 50% ($500.0M -> $750.0M). IAPD ↗foreign
$750.0M RAUM · 1 reps · +4122 810 2614
38
Q WEALTH USA INC. — grew from 1 to 4 advisory reps. IAPD ↗foreign
$0 RAUM · 4 reps · 1-833-793-2584
37
FINQ AI — grew from 1 to 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · 972508258824 · finqai.com
33
PROVENTUS AG — reported RAUM up 25% ($644.3M -> $807.2M). IAPD ↗foreign
$807.2M RAUM · 3 reps · +41 44 217 83 83 · proventus-vw.ch
32
THE PACIFIC GROUP LIMITED — reported RAUM up 35% ($30.9M -> $41.8M). IAPD ↗foreign
$41.8M RAUM · 2 reps · 852 2810 1399 · pacgrp.com
31
PICHARDO ASSET MANAGEMENT, S.A. DE C.V. — reported RAUM up 33% ($67.7M -> $89.8M). IAPD ↗foreign
$89.8M RAUM · 5 reps · 52 55 5261 4600 · paminversion.com
31
ACASTA PARTNERS UK LLP — reported RAUM up 33% ($36.9M -> $49.0M). IAPD ↗foreign
$49.0M RAUM · 14 reps · +44 20 7070 2500
30
SEQUOIA S.F.A. — reported RAUM up 25% ($169.3M -> $212.3M). IAPD ↗foreign
$212.3M RAUM · 2 reps · +41 44 575 22 20 · sequoia-sfa.ch

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.