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Portfolio / reporting / TAMP — March 2024

Portfolio accounting, reporting, rebalancing, and TAMPs (Orion, Black Diamond, Tamarac, SMArtX).

502 firms opened this window in the March 2024 SEC roster: 282 aum up, 75 new registration, 67 aum crossed 500m, 40 aum crossed 1b, 28 pending approved, 10 wrap program started.

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

98
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC — (BLUE BELL, PA) is newly SEC-registered with $567.8M RAUM and 2 advisory reps. IAPD ↗
$567.8M RAUM · 2 reps · 484-342-4200 · northstarmgt.com
98
DIVERSIFY WEALTH MANAGEMENT, LLC — (SANDY, UT) is newly SEC-registered with $458.1M RAUM and 24 advisory reps. IAPD ↗
$458.1M RAUM · 24 reps · 801-838-9999 · caliberwealthmanagement.com
95
SYNDICATED CAPITAL, INC. — (DIAMOND BAR, CA) is newly SEC-registered with $109.6M RAUM and 9 advisory reps. IAPD ↗
$109.6M RAUM · 9 reps · 310-751-7098 · syndicatedcapital.com
95
CAMBRIDGE FINANCIAL ADVISORS, LLC — (SALIDA, CO) is newly SEC-registered with $111.2M RAUM and 3 advisory reps. IAPD ↗
$111.2M RAUM · 3 reps · 719-539-1040 · cambridgefinancialadvisors.com
95
GORDON ASSET MANAGEMENT LLC — (AUSTIN, TX) is newly SEC-registered with $108.3M RAUM and 2 advisory reps. IAPD ↗
$108.3M RAUM · 2 reps · 512-482-9600 · gordonasset.com
95
DAVIS FINANCIAL MANAGEMENT, INC. — (LEAWOOD, KS) is newly SEC-registered with $109.8M RAUM and 1 advisory reps. IAPD ↗
$109.8M RAUM · 1 reps · (913) 890-7279 · davisfinancialmanagement.com
95
HARBOR ASSET PLANNING, INC. — (location n/a) is newly SEC-registered with $125.6M RAUM and 1 advisory reps. IAPD ↗
$125.6M RAUM · 1 reps · 617-489-0324 · harborassetplanning.com
95
BAUTIS FINANCIAL, LLC — (MONTCLAIR, NJ) is newly SEC-registered with $122.0M RAUM and 3 advisory reps. IAPD ↗
$122.0M RAUM · 3 reps · 862-205-5800
95
LOGIC WEALTH MANAGEMENT, LLC — (PASADENA, CA) is newly SEC-registered with $122.5M RAUM and 8 advisory reps. IAPD ↗
$122.5M RAUM · 8 reps · (626) 757-4323 · logicwm.com
95
TRUE LIVING FINANCIAL — (SARATOGA SPRINGS, NY) is newly SEC-registered with $30.6M RAUM and 1 advisory reps. IAPD ↗
$30.6M RAUM · 1 reps · 518-364-7899 · truelivingfinancial.com
95
MCCULLEY FINANCIAL GROUP, LLC — (WESTCHESTER, IL) is newly SEC-registered with $125.2M RAUM and 1 advisory reps. IAPD ↗
$125.2M RAUM · 1 reps · 312-219-9000
95
PIEDMONT WEALTH MANAGEMENT — (CULPEPER, VA) is newly SEC-registered with $102.4M RAUM and 2 advisory reps. IAPD ↗
$102.4M RAUM · 2 reps · 540-317-5372 · piedmontwm.com
95
6TH STREET ADVISORS, LLC — (DAPHNE, AL) is newly SEC-registered with $110.7M RAUM and 2 advisory reps. IAPD ↗
$110.7M RAUM · 2 reps · 251-621-8688 · 6thstreetadvisors.com
95
MONTGOMERY FINANCIAL — (OCEAN CITY, MD) is newly SEC-registered with $112.9M RAUM and 4 advisory reps. IAPD ↗
$112.9M RAUM · 4 reps · 410-208-1004 · mfswealth.com
95
ABBINGTON INVESTMENT GROUP, LLC — (WESTPORT, CT) is newly SEC-registered with $108.6M RAUM and 3 advisory reps. IAPD ↗
$108.6M RAUM · 3 reps · 202-320-7242 · abbingtongroup.com
95
ATLATL ADVISERS — (MADISON, WI) is newly SEC-registered with $123.1M RAUM and 4 advisory reps. IAPD ↗
$123.1M RAUM · 4 reps · (608) 351-4500
95
Q3 ADVISORS, LLC — (location n/a) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 9366892294
95
ROLEK RETIREMENT PLANNING — (BERWYN, PA) is newly SEC-registered with $108.1M RAUM and 1 advisory reps. IAPD ↗
$108.1M RAUM · 1 reps · (267) 427-5667
95
SHOREPATH CAPITAL MANAGEMENT LLC — (EVANSTON, IL) is newly SEC-registered with $112.4M RAUM and 1 advisory reps. IAPD ↗
$112.4M RAUM · 1 reps · 312-357-4080 · shorepathcap.com
95
AVANT FINANCIAL ADVISORS — (location n/a) is newly SEC-registered with $126.6M RAUM and 2 advisory reps. IAPD ↗
$126.6M RAUM · 2 reps · 512-910-2467
95
MERITED WEALTH, LLC — (NORTH BAY VILLAGE, FL) is newly SEC-registered with $105.7M RAUM and 3 advisory reps. IAPD ↗
$105.7M RAUM · 3 reps · 305.722.0091 · meritedwealth.com
95
HOFF PRIVATE WEALTH — (WAUSAU, WI) is newly SEC-registered with $107.1M RAUM and 3 advisory reps. IAPD ↗
$107.1M RAUM · 3 reps · 715-841-0405 · hoffwealth.com
95
CHIPSER WEALTH MANAGEMENT, LLC — (DESTIN, FL) is newly SEC-registered with $106.2M RAUM and 2 advisory reps. IAPD ↗
$106.2M RAUM · 2 reps · (850) 424-6330 · chipserwealthmanagement.com
95
SKYVIEW FINANCIAL GROUP, LLC — (PONTE VEDRA BEACH, FL) is newly SEC-registered with $103.0M RAUM and 2 advisory reps. IAPD ↗
$103.0M RAUM · 2 reps · (888) 406-0444 · skyviewfg.com
95
FRONT PORCH FINANCIAL ADVISORY — (CHARLOTTE, NC) is newly SEC-registered with $123.4M RAUM and 1 advisory reps. IAPD ↗
$123.4M RAUM · 1 reps · 980-428-2297 · frontporchfa.com
95
MOMENT PRIVATE WEALTH — (SAINT LOUIS, MO) is newly SEC-registered with $112.1M RAUM and 3 advisory reps. IAPD ↗
$112.1M RAUM · 3 reps · (636) 591-1050 · momentprivatewealth.com
95
INTRINSIC VALUE CAPITAL ADVISORS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 5015297011
95
RETIREMENT WEALTH SOLUTIONS LLC — (MARSHFIELD, WI) is newly SEC-registered with $140.7M RAUM and 2 advisory reps. IAPD ↗
$140.7M RAUM · 2 reps · 715-384-5481
95
PIANO WEALTH MANAGEMENT — (VICTOR, NY) is newly SEC-registered with $37.2M RAUM and 1 advisory reps. IAPD ↗
$37.2M RAUM · 1 reps · (585) 204-0001
95
GRAETZ WEALTH — (JENISON, MI) is newly SEC-registered with $107.8M RAUM and 3 advisory reps. IAPD ↗
$107.8M RAUM · 3 reps · 616-226-8867 · graetzwealth.com
95
KINGSMAN WEALTH MANAGEMENT — (PENSACOLA, FL) is newly SEC-registered with $120.2M RAUM and 2 advisory reps. IAPD ↗
$120.2M RAUM · 2 reps · 817-308-3111 · kingsmanwealth.com
95
GALAPAGOS ADVISORY LLC — (MIAMI, FL) is newly SEC-registered with $106.6M RAUM and 2 advisory reps. IAPD ↗
$106.6M RAUM · 2 reps · 3055155878 · galapagos-advisory.com
95
ABRA CAPITAL MANAGEMENT, LP — (SAN FRANCISCO, CA) is newly SEC-registered with $102.5M RAUM and 4 advisory reps. IAPD ↗
$102.5M RAUM · 4 reps · 707-340-3722
95
BBVA GLOBAL WEALTH ADVISORS, INC. — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
$0 RAUM · 8 reps · 434-242-0068 · bbvaglobalwealthadvisors.com
95
EDEN INTELLIGENCE FINANCIAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 206-747-0960
95
IFS GROUP — (MECHANICSBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 717-766-1144 · ifsgroup1.com
95
DRUCKER WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · (212) 681-0460
95
MÉTIER CAPITAL, LLC — (location n/a) is newly SEC-registered with $53.0M RAUM and 2 advisory reps. IAPD ↗
$53.0M RAUM · 2 reps · (585) 469-6973 · metier-capital.com
95
TORREN MANAGEMENT, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 619-990-2132
95
FIRST FINANCIAL SERVICES, LLC — (LITTLE ROCK, AR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 479-271-9952 · firstfinservices.com
95
GATEPASS CAPITAL, LLC — (INDEPENDENCE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 917-572-3539 · gatepass.capital
95
ADAPT WEALTH ADVISORS, LLC — (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 404-594-5559 · adaptwealthadvisors.com
95
BROADSTREET FAMILY OFFICE LLC — (SOMERS, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (914) 427-8036 · broadstreetglobaladvisors.com
95
IMPACT CAPITAL PARTNERS LLC — (GREENWOOD VILLAGE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 303-886-6186 · impactcapitalpartners.com
95
DOUBLE FINANCE INC. — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 415-366-3893 · double.finance
95
ADVANTAGE RETIREMENT GROUP — (FORT MYERS, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 239-561-1155 · advantageretirementgroup.com
95
CARNEGIE WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 818-679-2724
95
FRIDAY FINANCIAL — (DUBUQUE, IA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (563) 552-7526
95
RDG CAPITAL MANAGEMENT LLC — (ROCHESTER, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 585-673-2690 · rdgcapitalmanagement.com
95
235 WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 303-886-3322 · 235wealth.com
95
SALUS FINANCIAL ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 612-747-9420 · salusfinancialadvisors.com
95
ATLAS LEGACY ADVISORS LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 310-789-5566
95
MKT AND ASSOCIATES LLC — (CAVE CREEK, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 916-214-7912
95
CONSTANT — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 332-900-7227 · useconstant.com
95
OSSIA IM — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 305-923-7212
95
EXPRESSIVE WEALTH LLC — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 773-248-1000 · expressivewealth.com
95
SILVER LAKE CAPITAL PARTNERS — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 972-701-2040
85
ANDERSON HOAGLAND & CO — crossed $1B in regulatory AUM ($921.5M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · 314-726-2107 · ahco.com
85
HENRY H. ARMSTRONG ASSOCIATES, INC. — crossed $1B in regulatory AUM ($903.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 412-471-1551 · henryarmstrong.com
85
SHEETS SMITH WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($965.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 10 reps · 336-765-2020 · sheetssmith.com
85
JANICZEK WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($972.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 303-721-7000 · janiczek.com
85
GRASSI INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($928.1M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · 650-934-0770 · grassiinvest.com
85
HALPERN FINANCIAL, INC. — crossed $1B in regulatory AUM ($828.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 7 reps · 240.268.1000
85
STEWART & PATTEN CO LLC — crossed $1B in regulatory AUM ($935.4M -> $1.03B). IAPD ↗
$1.03B RAUM · 5 reps · 415-421-4932 · stewartandpatten.com
85
PETERSEN HASTINGS WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($927.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 15 reps · 509-735-0484 · petersenhastings.com
85
ECLECTIC ASSOCIATES, INC. — crossed $1B in regulatory AUM ($923.4M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 714-738-0220
85
FINANCIAL PLAN, INC. — crossed $1B in regulatory AUM ($845.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 10 reps · 360-714-1234
85
PBMARES WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($971.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 14 reps · 757.229.7180
85
MARYLAND FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($976.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 37 reps · 301-251-8550 · barnettwealthadvisors.com
85
MJP WEALTH ADVISORS — crossed $1B in regulatory AUM ($853.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 11 reps · 860-677-7755
85
WATERLOO CAPITAL — crossed $1B in regulatory AUM ($745.5M -> $1.30B). IAPD ↗
$1.30B RAUM · 29 reps · 512-777-5900
85
PROSPERITY - AN EISNERAMPER COMPANY — crossed $1B in regulatory AUM ($406.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 31 reps · 410-363-7211
85
TRIANGLE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($967.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 9 reps · 919-838-3221
85
INSPIRION WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($915.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 9 reps · 847-918-9100 · inspirionwealth.com
85
COMPASS ION ADVISORS, LLC — crossed $1B in regulatory AUM ($767.1M -> $1.09B). IAPD ↗
$1.09B RAUM · 13 reps · (610) 228-2200
85
LAKE HILL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($881.9M -> $1.38B). IAPD ↗
$1.38B RAUM · 2 reps · 212-792-6671
85
ALLY INVEST ADVISORS — crossed $1B in regulatory AUM ($986.7M -> $1.13B). IAPD ↗
$1.13B RAUM · 12 reps · 855-880-2559 · ally.com
85
ISTHMUS PARTNERS, LLC — crossed $1B in regulatory AUM ($977.3M -> $1.11B). IAPD ↗
$1.11B RAUM · 9 reps · 608-729-0949
85
TOTAL WEALTH PLANNING, LLC — crossed $1B in regulatory AUM ($866.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 16 reps · 513-984-6696
85
SHP WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($905.7M -> $1.10B). IAPD ↗
$1.10B RAUM · 24 reps · 508-746-2400
85
KINGS PATH PARTNERS LLC — crossed $1B in regulatory AUM ($981.3M -> $1.06B). IAPD ↗
$1.06B RAUM · 4 reps · (832) 500-3101 · kingspath.com
85
ABOUND WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($787.2M -> $1.07B). IAPD ↗
$1.07B RAUM · 24 reps · 615-226-3667
85
LIBERTY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($986.6M -> $1.22B). IAPD ↗
$1.22B RAUM · 18 reps · 510-658-1880
85
OPEROSE ADVISORS LLC — crossed $1B in regulatory AUM ($805.7M -> $1.25B). IAPD ↗
$1.25B RAUM · 7 reps · 414-209-3280
85
MERIDIAN WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($905.6M -> $1.12B). IAPD ↗
$1.12B RAUM · 9 reps · 610-272-4700
85
JGP WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($888.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 12 reps · 503-446-6450
85
LAKE STREET — crossed $1B in regulatory AUM ($796.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · 312-766 7040 · clarity-fg.com
85
MARTEL WEALTH ADVISORS INC — crossed $1B in regulatory AUM ($897.2M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 360-694-9940
85
HEARTWOOD WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($982.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 7 reps · 804-269-8711 · heartwoodva.com
85
DAYMARK WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($907.8M -> $2.50B). IAPD ↗
$2.50B RAUM · 16 reps · 513-838-2520
85
SYNTEGRA PRIVATE WEALTH GROUP LLC — crossed $1B in regulatory AUM ($813.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 12 reps · 314-802-7232
75
TRITONPOINT WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
$1.33B RAUM · 6 reps · (301) 799-9001 · tritonpointwealth.com
73
WAYPOINT CAPITAL ADVISORS, LLC — reported RAUM up 81% ($524.5M -> $949.9M). IAPD ↗
$949.9M RAUM · 8 reps · (612) 438-2470 · waypointcapitaladvisors.com
73
INTELLIGENT WEALTH SOLUTIONS LLC — reported RAUM up 178% ($99.8M -> $277.4M). IAPD ↗
$277.4M RAUM · 1 reps · 877-699-3258
73
SAFEGUARD WEALTH MANAGEMENT — reported RAUM up 84% ($183.6M -> $338.5M). IAPD ↗
$338.5M RAUM · 6 reps · 920-544-0576 · safeguardinvest.com
73
EQ WEALTH ADVISORS — reported RAUM up 262% ($130.0M -> $470.4M). IAPD ↗
$470.4M RAUM · 5 reps · 214-389-6750 · eqwealthadv.com
73
BALANCED WEALTH GROUP LLC — 's provisional registration is now fully approved. IAPD ↗
$341.5M RAUM · 7 reps · (440) 871-6501 · choosebalance.com
73
TRAVEKA WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
$531.3M RAUM · 2 reps · (650) 397-2225 · travekawealth.com
73
CAPITAL INVESTMENT COUNSEL, LLC — 's provisional registration is now fully approved. IAPD ↗
$548.3M RAUM · 2 reps · (303) 381-0200 · cicwealthadvisors.com
73
JPL WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$300.0M RAUM · 3 reps · 303-529-3637 · jplwm.com
73
STABLEPOINT PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗
$534.7M RAUM · 5 reps · (781) 654-4600 · stablepointpartners.com
71
CHICAGO CAPITAL, LLC — reported RAUM up 56% ($2.26B -> $3.53B). IAPD ↗
$3.53B RAUM · 10 reps · 312-429-2333
71
DOVER ADVISORS, LLC — reported RAUM up 69% ($155.1M -> $261.4M). IAPD ↗
$261.4M RAUM · 6 reps · 804-750-3665 · doveradvisors.com
70
RBF WEALTH ADVISORS — crossed $500M in regulatory AUM ($435.3M -> $517.5M). IAPD ↗
$517.5M RAUM · 17 reps · 314-997-1652
70
CLEAN YIELD ASSET MANAGEMENT — crossed $500M in regulatory AUM ($477.8M -> $510.7M). IAPD ↗
$510.7M RAUM · 3 reps · 802-526-2525 · cleanyield.com
70
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC — crossed $500M in regulatory AUM ($486.6M -> $542.9M). IAPD ↗
$542.9M RAUM · 5 reps · 770-395-9797 · sherrillandhutchins.com
70
THOR WEALTH MANAGEMENT INC — crossed $500M in regulatory AUM ($435.6M -> $514.1M). IAPD ↗
$514.1M RAUM · 7 reps · 513-271-6777
70
LIBERTY CAPITAL MANAGEMENT INC — crossed $500M in regulatory AUM ($467.1M -> $605.4M). IAPD ↗
$605.4M RAUM · 2 reps · 248 258-9290 · libertycapitalmi.com
70
MERIDIAN INVESTMENT ADVISORS, INC. — crossed $500M in regulatory AUM ($491.6M -> $568.1M). IAPD ↗
$568.1M RAUM · 3 reps · 317-573-5257 · meridianinvest.com
70
BLUE FIN CAPITAL, INC. — crossed $500M in regulatory AUM ($365.7M -> $507.5M). IAPD ↗
$507.5M RAUM · 2 reps · 401-454-0772 · bluefincapital.com
70
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC — crossed $500M in regulatory AUM ($440.6M -> $528.8M). IAPD ↗
$528.8M RAUM · 11 reps · 203-935-0265 · newenglandcapital.com
70
B&C FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($462.3M -> $502.7M). IAPD ↗
$502.7M RAUM · 5 reps · 904-273-9850 · butenskycohen.com
70
M&R CAPITAL MANAGEMENT INC — crossed $500M in regulatory AUM ($454.4M -> $522.3M). IAPD ↗
$522.3M RAUM · 4 reps · 212-584-8999
70
CHATHAM WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($411.4M -> $506.3M). IAPD ↗
$506.3M RAUM · 3 reps · 973-635-4275 · chathamwealth.com
70
WEALTH ADVISORY GROUP, INC. — crossed $500M in regulatory AUM ($483.4M -> $581.2M). IAPD ↗
$581.2M RAUM · 6 reps · 610-225-1000 · wagadvisors.com
70
WEALTH CARE LLC — crossed $500M in regulatory AUM ($479.0M -> $515.8M). IAPD ↗
$515.8M RAUM · 3 reps · 321-543-1099 · wealthcarellc.com
70
WELA FINANCIAL ADVISORY — crossed $500M in regulatory AUM ($458.7M -> $505.8M). IAPD ↗
$505.8M RAUM · 4 reps · 210-530-9599 · welafa.com
70
WEST BRANCH CAPITAL LLC — crossed $500M in regulatory AUM ($435.8M -> $516.4M). IAPD ↗
$516.4M RAUM · 6 reps · 833-888-0534; 413-256-1225
70
CL WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($474.9M -> $532.8M). IAPD ↗
$532.8M RAUM · 43 reps · 212-388-6200 · barbarakice.com
70
ARISTA WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($496.6M -> $621.2M). IAPD ↗
$621.2M RAUM · 5 reps · 702-309-9970
70
WARBURTON CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($498.6M -> $582.2M). IAPD ↗
$582.2M RAUM · 7 reps · 918-794-3000
70
COPPERWYND FINANCIAL — crossed $500M in regulatory AUM ($458.9M -> $530.6M). IAPD ↗
$530.6M RAUM · 5 reps · 480-348-2100
70
THE ITHAKA GROUP, LLC — crossed $500M in regulatory AUM ($449.9M -> $515.2M). IAPD ↗
$515.2M RAUM · 5 reps · 240-395-5000 · ithakagroup.com
70
FREEDOM ADVISORY — crossed $500M in regulatory AUM ($471.9M -> $554.3M). IAPD ↗
$554.3M RAUM · 4 reps · 787-792-3000
70
PEDDOCK CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($495.5M -> $613.5M). IAPD ↗
$613.5M RAUM · 5 reps · (781) 848-0288
70
BALLAST, INC. — crossed $500M in regulatory AUM ($423.4M -> $543.9M). IAPD ↗
$543.9M RAUM · 6 reps · 859-226-0625
70
DARA CAPITAL US, INC. — crossed $500M in regulatory AUM ($440.8M -> $541.7M). IAPD ↗
$541.7M RAUM · 2 reps · 646-779-9760 · daracapital.com
70
PROVIDENCE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($497.2M -> $571.6M). IAPD ↗
$571.6M RAUM · 6 reps · 815-306-2020
70
WEST ADVISORS, INC. — crossed $500M in regulatory AUM ($437.6M -> $501.0M). IAPD ↗
$501.0M RAUM · 1 reps · 317-627-1083
70
SENSIBLE MONEY, LLC — crossed $500M in regulatory AUM ($422.2M -> $515.5M). IAPD ↗
$515.5M RAUM · 10 reps · 480-719-7290
70
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($463.3M -> $538.9M). IAPD ↗
$538.9M RAUM · 6 reps · 217-753-4020 · scewealth.com
70
POWELL INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($475.6M -> $517.9M). IAPD ↗
$517.9M RAUM · 2 reps · 786-470-3480 · powellinvestmentadvisors.com
70
THE PATTEN GROUP, INC. — crossed $500M in regulatory AUM ($450.5M -> $531.3M). IAPD ↗
$531.3M RAUM · 6 reps · 423-531-0360
70
OCCIDENTAL ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($494.4M -> $625.5M). IAPD ↗
$625.5M RAUM · 10 reps · 650-344-1600 · yourmentalwealthadvisors.com
70
GRADIENT CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($457.1M -> $546.4M). IAPD ↗
$546.4M RAUM · 5 reps · 619-255-0700 · gradientcapital.com
70
AUSTIN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($432.7M -> $568.4M). IAPD ↗
$568.4M RAUM · 9 reps · 512-467-2000
70
CORE WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($411.9M -> $506.4M). IAPD ↗
$506.4M RAUM · 8 reps · 863-904-4745 · guidingyourwealth.com
70
SEVENBRIDGE FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($444.1M -> $552.2M). IAPD ↗
$552.2M RAUM · 3 reps · (717) 775-8661
70
BALBOA WEALTH PARTNERS, INC. — crossed $500M in regulatory AUM ($469.1M -> $661.0M). IAPD ↗
$661.0M RAUM · 21 reps · 949-445-1465
70
SFG WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($441.7M -> $556.3M). IAPD ↗
$556.3M RAUM · 15 reps · 410-825-3200
70
BUCKLEY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.2M -> $541.5M). IAPD ↗
$541.5M RAUM · 3 reps · 702-805-1010 · buckleywealth.com
70
BALLAST ADVISORS, LLC — crossed $500M in regulatory AUM ($473.5M -> $512.5M). IAPD ↗
$512.5M RAUM · 5 reps · (651) 478-4644 · ballastadvisors.com
70
WHITAKER-MYERS WEALTH MANAGERS, LTD. — crossed $500M in regulatory AUM ($313.3M -> $513.0M). IAPD ↗
$513.0M RAUM · 11 reps · (330) 345-5000
70
PARISI GRAY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($483.7M -> $574.7M). IAPD ↗
$574.7M RAUM · 2 reps · 973-358-4921
70
RUNNING OAK CAPITAL LLC — crossed $500M in regulatory AUM ($403.9M -> $533.7M). IAPD ↗
$533.7M RAUM · 2 reps · 919-656-3712 · runningoak.com
70
AUTUMN GLORY PARTNERS, LLC — crossed $500M in regulatory AUM ($465.1M -> $505.2M). IAPD ↗
$505.2M RAUM · 1 reps · 214-378-1212 · autumnglorypartners.com
70
COMPASS ADVISORS — crossed $500M in regulatory AUM ($392.3M -> $516.5M). IAPD ↗
$516.5M RAUM · 5 reps · (516) 938-2400 · compassadvisors.com
70
VISHRIA BIRD FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($398.7M -> $509.8M). IAPD ↗
$509.8M RAUM · 6 reps · 901-216-1600 · vbfinancialgroup.com
70
HEIRLOOM WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($352.8M -> $500.4M). IAPD ↗
$500.4M RAUM · 11 reps · 720-328-2877 · heirloomwm.com
70
NEW WORLD ADVISORS LLC — crossed $500M in regulatory AUM ($453.2M -> $548.6M). IAPD ↗
$548.6M RAUM · 3 reps · 781-749-6922
70
RIVERSEDGE ADVISORS — crossed $500M in regulatory AUM ($452.7M -> $594.4M). IAPD ↗
$594.4M RAUM · 14 reps · 302-573-6864
70
BEACON HARBOR WEALTH ADVISORS — crossed $500M in regulatory AUM ($483.5M -> $522.3M). IAPD ↗
$522.3M RAUM · 4 reps · 757-644-4545 · beaconharborwealth.com
70
PLATTE RIVER WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($447.9M -> $544.3M). IAPD ↗
$544.3M RAUM · 3 reps · 720-738-9010 · platteriverwa.com
70
MAYFAIR ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($280.5M -> $604.4M). IAPD ↗
$604.4M RAUM · 3 reps · (205) 800-4311
70
STORGE — crossed $500M in regulatory AUM ($460.2M -> $568.7M). IAPD ↗
$568.7M RAUM · 2 reps · 3059038354 · storgepartners.com
70
SAXON FINANCIAL GROUP — crossed $500M in regulatory AUM ($446.4M -> $535.0M). IAPD ↗
$535.0M RAUM · 13 reps · 713-425-5340 · saxonfinancialgroup.com
70
FRACTAL INVESTMENTS LLC — crossed $500M in regulatory AUM ($456.8M -> $514.7M). IAPD ↗
$514.7M RAUM · 2 reps · (860) 839-0257 · fractalinvestments.net
70
COGENTBLUE — crossed $500M in regulatory AUM ($105.9M -> $625.8M). IAPD ↗
$625.8M RAUM · 4 reps · 865-309-5892 · cogentbluewealth.com
70
LAKERIDGE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($456.2M -> $605.8M). IAPD ↗
$605.8M RAUM · 11 reps · (440) 510-1901 · nmswealthmanagement.com
70
SOLIDARITY WEALTH, LLC — crossed $500M in regulatory AUM ($375.5M -> $522.0M). IAPD ↗
$522.0M RAUM · 7 reps · 385-374-1665 · solidaritywealth.com
70
TRIFECTA CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($407.3M -> $567.6M). IAPD ↗
$567.6M RAUM · 1 reps · 1-847-495-2464 · trifectacapitaladvisors.com
70
CORA CAPITAL ADVISORS — crossed $500M in regulatory AUM ($463.4M -> $513.0M). IAPD ↗
$513.0M RAUM · 7 reps · 856-513-8600
70
COMPOUND GLOBAL ADVISORS, LLC — crossed $500M in regulatory AUM ($395.0M -> $599.4M). IAPD ↗
$599.4M RAUM · 1 reps · (206) 432-2899 · compoundglobaladvisors.com
70
BEVERLY HILLS PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($484.0M -> $696.0M). IAPD ↗
$696.0M RAUM · 5 reps · 310-388-3800
70
DODDS WEALTH, LLC — crossed $500M in regulatory AUM ($429.6M -> $541.3M). IAPD ↗
$541.3M RAUM · 7 reps · 303-539-3900 · doddswealth.com
70
DOWNTOWN WEALTH STUDIOS, LLC — crossed $500M in regulatory AUM ($266.3M -> $747.2M). IAPD ↗
$747.2M RAUM · 4 reps · 888-240-2737 · dtwn.co
70
COLLEY ASSET MANAGEMENT, INC. — reported RAUM up 64% ($154.3M -> $252.6M). IAPD ↗
$252.6M RAUM · 1 reps · 518-581-0500 · colleyassetmgmt.com
70
NEW HORIZON FINANCIAL STRATEGIES, LLC — reported RAUM up 137% ($61.5M -> $145.4M). IAPD ↗
$145.4M RAUM · 5 reps · 607-275-1275 · strebelcpa.com
70
GASBER FINANCIAL ADVISORS, INC — reported RAUM up 77% ($139.5M -> $247.3M). IAPD ↗
$247.3M RAUM · 2 reps · 916-985-2594 · gasberfinancial.com
70
VALUE INVESTMENT PROFESSIONALS, LLC — reported RAUM up 179% ($45.0M -> $125.8M). IAPD ↗
$125.8M RAUM · 3 reps · 646-383-7757 · valueinvestmentprofessionals.com
70
TRANSGLOBAL ADVISORY, LLC — reported RAUM up 121% ($18.1M -> $39.9M). IAPD ↗
$39.9M RAUM · 29 reps · 626-447-7888 · transglobalus.com
70
CLARK ASSET MANAGEMENT, LLC — reported RAUM up 62% ($281.8M -> $457.3M). IAPD ↗
$457.3M RAUM · 4 reps · 603-237-1341
70
KDM CAPITAL LLC — reported RAUM up 77% ($29.0M -> $51.4M). IAPD ↗
$51.4M RAUM · 1 reps · (646) 844-0238 · kdmcapital.com
70
FENIX TRADING — reported RAUM up 78% ($67.0M -> $119.1M). IAPD ↗
$119.1M RAUM · 3 reps · (646) 652-6561
70
PLEASANT STREET WEALTH ADVISORS, LLC — reported RAUM up 89% ($60.0M -> $113.4M). IAPD ↗
$113.4M RAUM · 2 reps · (978) 732-3115
70
CREEKMUR ASSET MANAGEMENT, LLC — reported RAUM up 64% ($250.8M -> $410.6M). IAPD ↗
$410.6M RAUM · 10 reps · 309-925-2043
70
PICEA CAPITAL LLC — reported RAUM up 313% ($38.3M -> $158.0M). IAPD ↗
$158.0M RAUM · 2 reps · 734 255 7115
70
ATALA FINANCIAL INC — reported RAUM up 61% ($173.1M -> $278.5M). IAPD ↗
$278.5M RAUM · 2 reps · 310.570.2573 · atalafinancial.com
70
AMERITY WEALTH MANAGEMENT, LLC — reported RAUM up 165% ($53.3M -> $141.0M). IAPD ↗
$141.0M RAUM · 14 reps · (863) 683-1750 · ameritywm.com
70
ENCOMPASS MORE ASSET MANAGEMENT LLC — reported RAUM up 102% ($113.3M -> $228.5M). IAPD ↗
$228.5M RAUM · 43 reps · 925-272-8850 · encompassmore.com
70
VARRA WEALTH MANAGEMENT LLC — reported RAUM up 84% ($106.9M -> $196.6M). IAPD ↗
$196.6M RAUM · 5 reps · 303 665 2822
70
BURR FINANCIAL SERVICES, LLC — 's provisional registration is now fully approved. IAPD ↗
$118.5M RAUM · 3 reps · 925-676-6007
70
VARRA WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
$196.6M RAUM · 5 reps · 303 665 2822
70
PANORAMA WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$93.6M RAUM · 2 reps · 720-356-0779 · pwa.llc
70
BGV FINANCIAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$120.5M RAUM · 1 reps · 305-615-2070
70
INDEX TECHNOLOGIES GROUP LLC — 's provisional registration is now fully approved. IAPD ↗
$28.7M RAUM · 4 reps · 212-466-6760
70
LAKE WATER ADVISORY, LLC — 's provisional registration is now fully approved. IAPD ↗
$40.0M RAUM · 1 reps · 315-730-7432 · lakewatercap.com
70
SALIENT WEALTH PLANNING — 's provisional registration is now fully approved. IAPD ↗
$166.0M RAUM · 2 reps · 858-768-0094 · salientwealthplanning.com
70
STONEBRIDGE WEALTH SYSTEMS LLC — 's provisional registration is now fully approved. IAPD ↗
$102.0M RAUM · 6 reps · 308-698-0144 · stonebridgeiwm.com
70
STAVIS WEALTH TRANSFER SOLUTIONS — 's provisional registration is now fully approved. IAPD ↗
$53.8M RAUM · 2 reps · 713-391-8200 · wealthtransfersolutions.com
70
KELLER FINANCIAL GROUP — 's provisional registration is now fully approved. IAPD ↗
$106.8M RAUM · 2 reps · 717-516-0700
70
DBD RETIREMENT AND FINANCIAL SERVICES — 's provisional registration is now fully approved. IAPD ↗
$130.2M RAUM · 1 reps · 703-791-5955 · dbdfinancial.com
70
PERMANENT CAPITAL MANAGEMENT, LP — 's provisional registration is now fully approved. IAPD ↗
$121.6M RAUM · 1 reps · 312-961-8251
70
DELARME WEALTH MANAGEMENT, INC. — 's provisional registration is now fully approved. IAPD ↗
$156.6M RAUM · 2 reps · 424-250-1725
70
DECISIONMAP WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$177.4M RAUM · 3 reps · (703) 520-1160 · decisionmap.com
70
NOLET WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$136.6M RAUM · 2 reps · 817-350-4342 · noletwealth.com
69
BROKERS FINANCIAL — reported RAUM up 47% ($1.36B -> $2.00B). IAPD ↗
$2.00B RAUM · 173 reps · 877-886-1939
69
DYNAMIC WEALTH ADVISORS — reported RAUM up 48% ($3.25B -> $4.83B). IAPD ↗
$4.83B RAUM · 76 reps · (877) 257-3840 · lifestonefo.com
69
GILPIN WEALTH MANAGEMENT LLC — reported RAUM up 71% ($100.3M -> $171.2M). IAPD ↗
$171.2M RAUM · 4 reps · 720-893-2800 · gilpinwealth.com
69
MICHELS FAMILY FINANCIAL, LLC — reported RAUM up 75% ($138.8M -> $242.6M). IAPD ↗
$242.6M RAUM · 2 reps · 817-719-9999 · michelsfamilyfinancial.com
68
MISSION WEALTH MANAGEMENT, LP — reported RAUM up 42% ($4.98B -> $7.07B). IAPD ↗
$7.07B RAUM · 72 reps · 805-882-2360
68
DERBEND ASSET MANAGEMENT — reported RAUM up 51% ($192.6M -> $290.1M). IAPD ↗
$290.1M RAUM · 4 reps · 770-631-4007
68
LESLIE GLOBAL WEALTH, LLC — reported RAUM up 53% ($235.8M -> $361.7M). IAPD ↗
$361.7M RAUM · 3 reps · 312-946-1000 · leslieglobalwealth.com
68
RIVER STREET ADVISORS, LLC — reported RAUM up 55% ($204.6M -> $316.2M). IAPD ↗
$316.2M RAUM · 9 reps · 630-906-5501 · oldsecond.com
68
YOUR FINANCIAL PHARMACIST — reported RAUM up 66% ($16.7M -> $27.7M). IAPD ↗
$27.7M RAUM · 5 reps · 614-618-5901
68
SAGE MOUNTAIN ADVISORS, LLC — reported RAUM up 43% ($1.53B -> $2.19B). IAPD ↗
$2.19B RAUM · 12 reps · (404) 795-8361
68
KATHMERE CAPITAL MANAGEMENT, LLC — reported RAUM up 45% ($1.27B -> $1.84B). IAPD ↗
$1.84B RAUM · 13 reps · 610-989-3900
68
MAINSAIL FINANCIAL GROUP — reported RAUM up 69% ($113.6M -> $191.6M). IAPD ↗
$191.6M RAUM · 4 reps · (425) 502-7693
67
BARTON INVESTMENT MANAGEMENT, LLC — reported RAUM up 49% ($567.8M -> $846.2M). IAPD ↗
$846.2M RAUM · 3 reps · 610-226-4040 · bartonim.com
67
SILVER ADVISORS, LLC — reported RAUM up 60% ($42.5M -> $68.1M). IAPD ↗
$68.1M RAUM · 1 reps · 646-531-5313
67
LIBERTY ONE INVESTMENT MANAGEMENT — reported RAUM up 36% ($1.45B -> $1.97B). IAPD ↗
$1.97B RAUM · 18 reps · 847-680-9255
67
OCTAVIA WEALTH ADVISORS LLC — reported RAUM up 35% ($1.07B -> $1.44B). IAPD ↗
$1.44B RAUM · 28 reps · (513) 762-7701
67
36 NORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($1.33B -> $1.81B). IAPD ↗
$1.81B RAUM · 3 reps · 479-250-9540 · 36northcapital.com
67
HAMPSHIRE FAMILY OFFICE — reported RAUM up 36% ($1.33B -> $1.81B). IAPD ↗
$1.81B RAUM · 5 reps · 914-548-1145 · hampshirefamilyoffice.com
66
BROWN, LISLE/CUMMINGS, INC — reported RAUM up 44% ($238.8M -> $342.8M). IAPD ↗
$342.8M RAUM · 7 reps · 401-421-8900
66
TRAPHAGEN FINANCIAL GROUP — reported RAUM up 33% ($1.15B -> $1.53B). IAPD ↗
$1.53B RAUM · 10 reps · 201-262-1040 · tfgllc.com
66
LUTZ FINANCIAL — reported RAUM up 32% ($1.73B -> $2.28B). IAPD ↗
$2.28B RAUM · 10 reps · 402-827-2300
66
EGI FINANCIAL, INC. — reported RAUM up 40% ($205.5M -> $288.5M). IAPD ↗
$288.5M RAUM · 8 reps · 330-374-1932 · egifinancial.com
66
FINANCIAL PLANNING SERVICES — reported RAUM up 56% ($98.3M -> $153.4M). IAPD ↗
$153.4M RAUM · 5 reps · 260-469-3218
66
VISIONARY HORIZONS, LLC — reported RAUM up 43% ($176.4M -> $252.6M). IAPD ↗
$252.6M RAUM · 9 reps · 865-675-8496 · visionaryhorizons.com
66
OHANA ADVISORS — reported RAUM up 30% ($1.64B -> $2.13B). IAPD ↗
$2.13B RAUM · 4 reps · 415-226-4710 · ohanaadvisors.com
66
MIRAMONTES CAPITAL, LLC — reported RAUM up 44% ($180.0M -> $259.9M). IAPD ↗
$259.9M RAUM · 4 reps · 1-800-460-1595
66
JAZZ WEALTH MANAGERS, INC. — reported RAUM up 43% ($254.0M -> $363.4M). IAPD ↗
$363.4M RAUM · 3 reps · 727.492.0314 · jazzwealth.com
66
ALAETHES WEALTH, LLC — reported RAUM up 43% ($269.1M -> $385.9M). IAPD ↗
$385.9M RAUM · 3 reps · 858-735-9685 · alaethes.com
66
PERFORMANCE WEALTH — reported RAUM up 34% ($1.90B -> $2.55B). IAPD ↗
$2.55B RAUM · 9 reps · (630) 686-5655
66
ANEW ADVISORS, LLC — reported RAUM up 58% ($31.9M -> $50.5M). IAPD ↗
$50.5M RAUM · 2 reps · 414-704-2875
66
CLARENDON PRIVATE LLC — reported RAUM up 43% ($230.4M -> $328.6M). IAPD ↗
$328.6M RAUM · 7 reps · (617) 927 7999 · clarendonprivate.com
66
DOGWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 59% ($93.4M -> $148.6M). IAPD ↗
$148.6M RAUM · 2 reps · (913) 232-2900 · fb.com
65
DOLAN MCENIRY CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($7.35B -> $9.49B). IAPD ↗
$9.49B RAUM · 13 reps · 312-345-4800
65
RADEMACHER FINANCIAL, INC. — reported RAUM up 52% ($119.1M -> $180.5M). IAPD ↗
$180.5M RAUM · 5 reps · 785-865-5308 · rademacherfinancial.com
65
SIMPLYRICH — reported RAUM up 35% ($243.2M -> $329.3M). IAPD ↗
$329.3M RAUM · 2 reps · 866-589-0430 · simplyrich.com
65
PROVIDENCE FINANCIAL ADVISORS, LLC — reported RAUM up 38% ($298.3M -> $412.2M). IAPD ↗
$412.2M RAUM · 3 reps · 913-323-0535 · pfa-llc.com
65
DAY HAGAN ASSET MANAGEMENT — reported RAUM up 35% ($636.2M -> $861.3M). IAPD ↗
$861.3M RAUM · 4 reps · 941-330-1702
65
CALLAN CAPITAL, LLC — reported RAUM up 28% ($1.48B -> $1.88B). IAPD ↗
$1.88B RAUM · 7 reps · 858-551-3800
65
HAVEN WEALTH GROUP — reported RAUM up 39% ($205.6M -> $285.6M). IAPD ↗
$285.6M RAUM · 8 reps · 713-980-8820
65
MACROVIEW INVESTMENT MANAGEMENT LLC — reported RAUM up 37% ($197.4M -> $270.9M). IAPD ↗
$270.9M RAUM · 4 reps · 301-907-6794
65
KILEY JUERGENS WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($1.28B -> $1.62B). IAPD ↗
$1.62B RAUM · 6 reps · 360-350-4747 · kj-wm.com
65
CARSONALLARIA WEALTH MANAGEMENT, LTD. — reported RAUM up 36% ($345.3M -> $469.8M). IAPD ↗
$469.8M RAUM · 5 reps · 618-288-9505
65
OCTAVIA INVESTMENTS LLC — reported RAUM up 52% ($126.2M -> $192.1M). IAPD ↗
$192.1M RAUM · 1 reps · 775-241-8140 · octaviainvestments.com
65
CABLE HILL PARTNERS, LLC — reported RAUM up 27% ($1.31B -> $1.67B). IAPD ↗
$1.67B RAUM · 14 reps · (888) 313-0417 · cablehill.com
65
INDEPENDENT ADVISOR ALLIANCE, LLC — reported RAUM up 27% ($10.10B -> $12.83B). IAPD ↗
$12.83B RAUM · 228 reps · 888.430.1555 · straightarrowfg.com
65
BUSKA WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($194.6M -> $268.0M). IAPD ↗
$268.0M RAUM · 6 reps · 715-355-4445
65
BCS PRIVATE WEALTH MANAGEMENT — reported RAUM up 38% ($245.8M -> $339.9M). IAPD ↗
$339.9M RAUM · 4 reps · 732-291-7272 · bc-wm.com
65
KINETIC INVESTMENT MANAGEMENT, INC. — reported RAUM up 38% ($249.3M -> $343.6M). IAPD ↗
$343.6M RAUM · 13 reps · (800) 711-4818
65
CAPITOL PRIVATE WEALTH GROUP LLC — reported RAUM up 40% ($256.0M -> $357.8M). IAPD ↗
$357.8M RAUM · 4 reps · (703) 226-0008 · capitolpwg.com
65
TRUVESTMENTS CAPITAL LLC — reported RAUM up 36% ($265.9M -> $362.7M). IAPD ↗
$362.7M RAUM · 12 reps · 941-753-3814
65
GREY FOX WEALTH ADVISORS, LLC — reported RAUM up 39% ($274.4M -> $382.6M). IAPD ↗
$382.6M RAUM · 4 reps · 302-482-3211 · greyfoxwealth.com
65
PALLAS CAPITAL ADVISORS, LLC — reported RAUM up 29% ($2.30B -> $2.97B). IAPD ↗
$2.97B RAUM · 24 reps · (781) 971-5052 · pallascapitaladvisors.com
65
AMPLIUS WEALTH ADVISORS — reported RAUM up 25% ($1.01B -> $1.27B). IAPD ↗
$1.27B RAUM · 8 reps · 215-310-7770 · ampliuswealth.com
65
CONSILIO WEALTH ADVISORS, LLC — reported RAUM up 36% ($265.3M -> $359.7M). IAPD ↗
$359.7M RAUM · 6 reps · (206) 533-3670
65
EVEXIA WEALTH, LLC — reported RAUM up 37% ($192.3M -> $262.5M). IAPD ↗
$262.5M RAUM · 5 reps · (715) 344-9496 · evexiawealth.com
64
BCG SECURITIES, INC. — reported RAUM up 33% ($516.3M -> $685.8M). IAPD ↗
$685.8M RAUM · 30 reps · 856-393-1950 · michaelrochonchou.com
64
BOUVEL INVESTMENT PARTNERS, LLC — reported RAUM up 30% ($205.8M -> $267.9M). IAPD ↗
$267.9M RAUM · 2 reps · 610-933-3300 · bouvel.com
64
MOIRAI WEALTH MANAGEMENT LLC — reported RAUM up 32% ($272.4M -> $360.0M). IAPD ↗
$360.0M RAUM · 1 reps · 415-981-1541 · moirai.com
64
SCOTT MARSH FINANCIAL, LLC — reported RAUM up 46% ($100.6M -> $147.2M). IAPD ↗
$147.2M RAUM · 1 reps · 801-272-4677
64
ELITE WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($742.2M -> $996.3M). IAPD ↗
$996.3M RAUM · 4 reps · 425-828-4300 · elitewm.com
64
MENDOTA FINANCIAL GROUP, LLC — reported RAUM up 32% ($326.3M -> $431.1M). IAPD ↗
$431.1M RAUM · 6 reps · (608) 223-9211
64
TURNER CAPITAL INVESTMENTS, LLC — reported RAUM up 45% ($73.5M -> $106.9M). IAPD ↗
$106.9M RAUM · 2 reps · 855-678-8200
64
KEENER FINANCIAL PLANNING — reported RAUM up 32% ($221.7M -> $293.7M). IAPD ↗
$293.7M RAUM · 9 reps · 817-993-0401 · keenerfinancial.com
64
FINANCIAL HARVEST WEALTH ADVISORS — reported RAUM up 34% ($276.4M -> $371.6M). IAPD ↗
$371.6M RAUM · 6 reps · 407-937-0707
64
PARADIGM WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($261.1M -> $347.9M). IAPD ↗
$347.9M RAUM · 6 reps · 440-892-5900 · investpwm.com
64
OAK WEALTH ADVISORS LLC — reported RAUM up 34% ($211.2M -> $283.3M). IAPD ↗
$283.3M RAUM · 3 reps · 847-945-8888 · oakwealth.com
64
BLOSSOM WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($203.2M -> $269.9M). IAPD ↗
$269.9M RAUM · 3 reps · 925-833-9999
64
R. SEEGER WEALTH MANAGEMENT, LTD — reported RAUM up 45% ($39.1M -> $56.9M). IAPD ↗
$56.9M RAUM · 1 reps · 631-592-9729
64
M3 ADVISORY GROUP, LLC — reported RAUM up 31% ($213.0M -> $279.0M). IAPD ↗
$279.0M RAUM · 3 reps · (781) 371-2670 · m3familyoffice.com
64
CLEVELAND WEALTH, LLC — reported RAUM up 30% ($588.5M -> $767.8M). IAPD ↗
$767.8M RAUM · 6 reps · (216) 810-5900
64
INTEGRATED CAPITAL MANAGEMENT — reported RAUM up 34% ($211.2M -> $283.2M). IAPD ↗
$283.2M RAUM · 4 reps · 248-593-8900
64
NIA IMPACT CAPITAL — reported RAUM up 33% ($274.5M -> $366.0M). IAPD ↗
$366.0M RAUM · 4 reps · 510-319-9221
64
AVAII WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($303.7M -> $409.6M). IAPD ↗
$409.6M RAUM · 8 reps · (920) 214-1212 · avaii.com
64
OAKMONT WEALTH ADVISORY, LLC — reported RAUM up 32% ($218.2M -> $288.1M). IAPD ↗
$288.1M RAUM · 5 reps · 571-313-5125
64
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($202.4M -> $265.7M). IAPD ↗
$265.7M RAUM · 3 reps · (480) 557-9727
64
COLORADO WEALTH GROUP LLC — reported RAUM up 48% ($119.0M -> $175.8M). IAPD ↗
$175.8M RAUM · 9 reps · 720-729-2500 · coloradowealthgroup.com
64
PROSPECT FINANCIAL SERVICES LLC — reported RAUM up 32% ($228.7M -> $300.8M). IAPD ↗
$300.8M RAUM · 7 reps · 631-424-5218 · profinserv.net
64
NEW INSIGHT WEALTH ADVISORS — reported RAUM up 31% ($196.8M -> $258.3M). IAPD ↗
$258.3M RAUM · 3 reps · 925-236-2525 · newinsightwealth.com
64
INVENIO WEALTH PARTNERS, LLC — reported RAUM up 34% ($216.4M -> $289.7M). IAPD ↗
$289.7M RAUM · 2 reps · 971-371-3450
64
BURR FINANCIAL SERVICES, LLC — reported RAUM up 46% ($81.4M -> $118.5M). IAPD ↗
$118.5M RAUM · 3 reps · 925-676-6007
64
LYNX ADVISORY PARTNERS — reported RAUM up 46% ($112.3M -> $163.6M). IAPD ↗
$163.6M RAUM · 4 reps · (305) 772-7137
63
VICTORIA CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($207.6M -> $264.9M). IAPD ↗
$264.9M RAUM · 2 reps · 843-342-3044 · vcm.us.com
63
REZNY WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($268.3M -> $347.5M). IAPD ↗
$347.5M RAUM · 2 reps · 800-618-8577 · reznywealth.com
63
WINCH FINANCIAL — reported RAUM up 26% ($333.9M -> $420.2M). IAPD ↗
$420.2M RAUM · 12 reps · 920-739-8577 · winchfinancial.com
63
WP ADVISORS, LLC — reported RAUM up 27% ($338.9M -> $431.2M). IAPD ↗
$431.2M RAUM · 2 reps · 415-777-2900 · wpadvisorsllc.com
63
FOUNDERS CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($543.9M -> $693.8M). IAPD ↗
$693.8M RAUM · 4 reps · 860.308.0061 · foundcapital.com
63
CENTERPOINT WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($225.8M -> $287.9M). IAPD ↗
$287.9M RAUM · 3 reps · (317) 973-7700
63
WISE PLANNING, INC. — reported RAUM up 26% ($368.5M -> $465.2M). IAPD ↗
$465.2M RAUM · 6 reps · 847-834-9473 · wiseplanning.com
63
HORIKO CAPITAL MANAGEMENT LLC — reported RAUM up 25% ($252.2M -> $316.4M). IAPD ↗
$316.4M RAUM · 3 reps · 3472846751 · horikocapital.com
63
OLIVER CAPITAL MANAGEMENT — reported RAUM up 26% ($289.2M -> $364.7M). IAPD ↗
$364.7M RAUM · 1 reps · 206-775-7500 · olivercapital.com
63
ALLEN WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($382.3M -> $478.5M). IAPD ↗
$478.5M RAUM · 3 reps · 828-268-9693
63
PROSPECT HILL MANAGEMENT, LLC — reported RAUM up 44% ($121.5M -> $175.1M). IAPD ↗
$175.1M RAUM · 1 reps · 908-277-0159 · prospecthill.net
63
STRATEGIC INVESTMENT SOLUTIONS, INC. — reported RAUM up 28% ($611.0M -> $780.0M). IAPD ↗
$780.0M RAUM · 12 reps · 708-645-8820 · sisfp.com
63
MTM FINANCIAL GROUP, LLC — reported RAUM up 29% ($377.8M -> $488.2M). IAPD ↗
$488.2M RAUM · 8 reps · 610-746-7007
63
CMH WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($555.9M -> $695.1M). IAPD ↗
$695.1M RAUM · 5 reps · (603) 379-8161
63
ASPEN WEALTH MANAGEMENT — reported RAUM up 27% ($290.6M -> $368.4M). IAPD ↗
$368.4M RAUM · 6 reps · 817-546-6353 · aspenwealthmgmt.com
63
CENTERLINE WEALTH ADVISORS, LLC — reported RAUM up 26% ($207.8M -> $261.0M). IAPD ↗
$261.0M RAUM · 4 reps · (502) 242-1561
63
AXIS WEALTH PARTNERS, LLC — reported RAUM up 40% ($172.7M -> $242.1M). IAPD ↗
$242.1M RAUM · 6 reps · 401-441-5111 · axiswp.com
63
LECONTE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($208.5M -> $262.0M). IAPD ↗
$262.0M RAUM · 5 reps · (865) 379-8200
63
FINANCIAL COACH — reported RAUM up 26% ($239.5M -> $300.8M). IAPD ↗
$300.8M RAUM · 5 reps · 484-887-0452
63
B.O.S.S. RETIREMENT ADVISORS, LLC — reported RAUM up 30% ($588.0M -> $764.0M). IAPD ↗
$764.0M RAUM · 36 reps · 801-990-5055
63
SYMPHONY FINANCIAL, LTD. CO. — reported RAUM up 26% ($616.4M -> $774.5M). IAPD ↗
$774.5M RAUM · 19 reps · 281-272-6800
63
LLOYD PARK, LLC — reported RAUM up 41% ($117.9M -> $166.4M). IAPD ↗
$166.4M RAUM · 1 reps · 846-635-3951
63
DEDORA CAPITAL, INC. — reported RAUM up 25% ($339.6M -> $424.7M). IAPD ↗
$424.7M RAUM · 4 reps · 707-253-0681
63
PINNACLE PEAK PRIVATE CLIENT GROUP, LLC — reported RAUM up 29% ($261.5M -> $338.4M). IAPD ↗
$338.4M RAUM · 4 reps · 480-771-4301 · pinpeakpcg.com
63
ZANETTI FINANCIAL, LLC — reported RAUM up 28% ($215.9M -> $276.4M). IAPD ↗
$276.4M RAUM · 2 reps · 505-250-3754 · zanettifinancial.com
63
WHIPPLEWOOD ADVISORS, LLC — reported RAUM up 28% ($208.1M -> $267.4M). IAPD ↗
$267.4M RAUM · 5 reps · 303-989-7600
63
LEXAURUM ADVISORS — reported RAUM up 30% ($604.1M -> $784.2M). IAPD ↗
$784.2M RAUM · 31 reps · 913-261-9316 · tdcwealthmgmt.com
63
MOKOSAK ADVISORY GROUP, LLC — reported RAUM up 26% ($228.3M -> $288.1M). IAPD ↗
$288.1M RAUM · 4 reps · (515) 223-5404 · mokosakadvisorygroup.com
63
CLEAR CREEK ADVISORS — reported RAUM up 28% ($294.2M -> $376.3M). IAPD ↗
$376.3M RAUM · 5 reps · (720) 642-8348
63
UPPER LEFT WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($102.0M -> $144.3M). IAPD ↗
$144.3M RAUM · 2 reps · 917-768-3390 · upperleftwealth.com
63
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES — reported RAUM up 25% ($302.1M -> $378.3M). IAPD ↗
$378.3M RAUM · 2 reps · (859) 626-3400
63
HIGH PROBABILITY ADVISORS, LLC — reported RAUM up 25% ($542.1M -> $679.9M). IAPD ↗
$679.9M RAUM · 11 reps · 585-485-0135
63
HENDRICKS WEALTH AND ESTATE MANAGEMENT — reported RAUM up 28% ($274.0M -> $351.7M). IAPD ↗
$351.7M RAUM · 4 reps · 847-428-3997
63
HILLTOP WEALTH SOLUTIONS — reported RAUM up 28% ($317.3M -> $407.1M). IAPD ↗
$407.1M RAUM · 7 reps · 574-889-7526
63
MORGANROSEL WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($316.2M -> $409.9M). IAPD ↗
$409.9M RAUM · 2 reps · 303.647.3801 · morganrosel.com
63
DOVETAIL WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($220.9M -> $278.3M). IAPD ↗
$278.3M RAUM · 3 reps · (512) 352-1613 · dovetailwealth.com
63
ALTA WEALTH ADVISORS LLC — reported RAUM up 30% ($308.7M -> $400.2M). IAPD ↗
$400.2M RAUM · 5 reps · 781-404-6909 · altawealthadvisors.com
63
MCGUIRE WEALTH MANAGEMENT — reported RAUM up 27% ($558.2M -> $707.6M). IAPD ↗
$707.6M RAUM · 3 reps · 401-364-5000 · mcguirewealth.com
63
SANDBOX FINANCIAL PARTNERS, LLC — reported RAUM up 27% ($364.5M -> $463.7M). IAPD ↗
$463.7M RAUM · 5 reps · (301) 214-4190 · sandboxfp.com
63
MBL ADVISORS — reported RAUM up 29% ($731.8M -> $946.2M). IAPD ↗
$946.2M RAUM · 10 reps · 704-333-8461
63
SYNERGY FG — reported RAUM up 40% ($157.1M -> $220.1M). IAPD ↗
$220.1M RAUM · 4 reps · 888-734-2006 X3
63
YARGER WEALTH STRATEGIES, LLC — reported RAUM up 29% ($310.6M -> $401.6M). IAPD ↗
$401.6M RAUM · 4 reps · (614) 882-2954 · yargerwealth.com
63
EDGEROCK WEALTH MANAGEMENT — reported RAUM up 29% ($252.9M -> $325.1M). IAPD ↗
$325.1M RAUM · 9 reps · 303.780.7350
63
WEALTH MANAGEMENT GROUP, L.L.C. — reported RAUM up 25% ($528.1M -> $660.3M). IAPD ↗
$660.3M RAUM · 7 reps · 847-907-9600 · investwithwmg.com
63
TIDEMARK, LLC — reported RAUM up 29% ($193.4M -> $250.5M). IAPD ↗
$250.5M RAUM · 6 reps · 888-791-0197
63
SNIDER FINANCIAL GROUP — began participating in a wrap-fee program. IAPD ↗
$315.8M RAUM · 5 reps · 425-453-7080 · sniderfinancialgroup.com
63
MASTODON ADVISORY GROUP — began participating in a wrap-fee program. IAPD ↗
$304.0M RAUM · 1 reps · 713-893-0738
63
BALANCED WEALTH GROUP LLC — began participating in a wrap-fee program. IAPD ↗
$341.5M RAUM · 7 reps · (440) 871-6501 · choosebalance.com
63
STABLEPOINT PARTNERS, LLC — began participating in a wrap-fee program. IAPD ↗
$534.7M RAUM · 5 reps · (781) 654-4600 · stablepointpartners.com
62
DOHENY ASSET MANAGEMENT, L.L.C. — reported RAUM up 35% ($107.3M -> $145.1M). IAPD ↗
$145.1M RAUM · 3 reps · 213-802-7806 · dohenyasset.com
62
ELTEKON ADVISORS, LLC. — reported RAUM up 39% ($144.0M -> $200.0M). IAPD ↗
$200.0M RAUM · 5 reps · 512-477-3200 · eltekon.com
62
DBS INVESTMENT ADVISERS, LLC — reported RAUM up 39% ($165.0M -> $228.7M). IAPD ↗
$228.7M RAUM · 3 reps · 800-327-2377 · dbsia.net
62
KEYSTONE FINANCIAL GROUP, INC. — reported RAUM up 35% ($133.2M -> $180.2M). IAPD ↗
$180.2M RAUM · 4 reps · 770-698-9816 · keystonefg.com
62
INVERLOCHY CAPITAL, INC. — reported RAUM up 38% ($24.8M -> $34.3M). IAPD ↗
$34.3M RAUM · 1 reps · 705-887-6953 · inverlochycapital.com
62
SPECTRUM WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($173.0M -> $234.2M). IAPD ↗
$234.2M RAUM · 4 reps · 949-597-0101 · swmadvisors.com
62
EVEREST MANAGEMENT CORP. — reported RAUM up 39% ($160.2M -> $222.4M). IAPD ↗
$222.4M RAUM · 2 reps · (408) 502-6015
62
LEGACY WEALTH MANAGEMENT INC. — reported RAUM up 36% ($104.6M -> $141.7M). IAPD ↗
$141.7M RAUM · 3 reps · 877-650-4738
62
VALUES ADDED FINANCIAL — reported RAUM up 38% ($124.7M -> $172.6M). IAPD ↗
$172.6M RAUM · 5 reps · 202-599-0915
62
JM2 CAPITAL INC. — reported RAUM up 39% ($112.1M -> $156.1M). IAPD ↗
$156.1M RAUM · 2 reps · (405) 285-2878
62
PARLIN ADVISORS LLC — reported RAUM up 35% ($37.5M -> $50.8M). IAPD ↗
$50.8M RAUM · 1 reps · (908) 377-4202 · parlinadvisors.com
62
ROCHESTER INVESTMENTS — reported RAUM up 36% ($33.5M -> $45.7M). IAPD ↗
$45.7M RAUM · 2 reps · 585-568-6656 · rochesterinvestments.com
62
CROWN OAK ADVISORS — reported RAUM up 39% ($133.3M -> $184.9M). IAPD ↗
$184.9M RAUM · 2 reps · 415-710-8197 · crownoakadvisors.com
62
SAGE ADVISORS LLC — reported RAUM up 36% ($108.4M -> $147.7M). IAPD ↗
$147.7M RAUM · 4 reps · 317-363-6204
62
FINANCIAL DESIGNS WEALTH MANAGEMENT — reported RAUM up 37% ($100.4M -> $137.7M). IAPD ↗
$137.7M RAUM · 2 reps · 786-388-0030 · financialdesignswealth.com
62
VIRTUS FINANCIAL PARTNERS — reported RAUM up 37% ($56.7M -> $77.6M). IAPD ↗
$77.6M RAUM · 3 reps · 4072678445
62
QUEENBRIDGE CAPITAL, LLC — reported RAUM up 39% ($50.8M -> $70.6M). IAPD ↗
$70.6M RAUM · 3 reps · 585-348-9585 · queenbridgecapital.com
61
MARTIN NELSON & CO., INC. — reported RAUM up 31% ($159.1M -> $208.2M). IAPD ↗
$208.2M RAUM · 2 reps · 206-682-6261 · martinnelsonco.com
61
BEY-DOUGLAS, LLC INVESTMENT COUNSEL — reported RAUM up 30% ($102.9M -> $133.9M). IAPD ↗
$133.9M RAUM · 4 reps · 770-858-0001 · bey-douglas.com
61
LEGACY ASSET MANAGEMENT, INC. — reported RAUM up 32% ($122.1M -> $161.7M). IAPD ↗
$161.7M RAUM · 3 reps · 713-355-7171
61
INTEGRATED FINANCIAL SOLUTIONS, INC. — reported RAUM up 31% ($129.0M -> $168.6M). IAPD ↗
$168.6M RAUM · 1 reps · 703-295-9200 · ifnadvisors.com
61
PATRICK M. SWEENEY & ASSOCIATES, INC — reported RAUM up 34% ($137.4M -> $184.6M). IAPD ↗
$184.6M RAUM · 2 reps · 847 277-7771 · patrickmsweeney.com
61
WESTEND CAPITAL MANAGEMENT, LLC. — reported RAUM up 34% ($174.3M -> $232.9M). IAPD ↗
$232.9M RAUM · 2 reps · (415) 856-0426 · wcmsf.com
61
GRANGE CAPITAL, LLC — reported RAUM up 32% ($128.8M -> $170.6M). IAPD ↗
$170.6M RAUM · 6 reps · 971 708 6659
61
PIONEER WEALTH MANAGEMENT GROUP — reported RAUM up 34% ($160.8M -> $214.8M). IAPD ↗
$214.8M RAUM · 8 reps · 512-334-6800
61
HAMMOND ILES WEALTH ADVISORS — reported RAUM up 30% ($82.1M -> $107.1M). IAPD ↗
$107.1M RAUM · 4 reps · 860-258-2600
61
PACIFIC WEALTH STRATEGIES GROUP, INC. — reported RAUM up 35% ($131.3M -> $177.1M). IAPD ↗
$177.1M RAUM · 3 reps · 805-966-7775 · pwsg.net
61
AURORA INVESTMENT MANAGERS, LLC — reported RAUM up 31% ($182.5M -> $238.8M). IAPD ↗
$238.8M RAUM · 2 reps · 617-390-8001 · auroraim.com
61
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT — reported RAUM up 34% ($126.8M -> $169.5M). IAPD ↗
$169.5M RAUM · 9 reps · 317-350-4255 · tsnwealth.com
61
BLANK EQUITY MANAGEMENT LLC — reported RAUM up 30% ($79.2M -> $103.2M). IAPD ↗
$103.2M RAUM · 2 reps · 516-439-5525
61
ALAMAR CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($172.2M -> $228.4M). IAPD ↗
$228.4M RAUM · 3 reps · 805-897-1144
61
MARRICK WEALTH — reported RAUM up 32% ($111.8M -> $147.2M). IAPD ↗
$147.2M RAUM · 3 reps · 949.258.9700 · marrickwealth.com
61
VISION RETIREMENT — reported RAUM up 34% ($106.1M -> $142.1M). IAPD ↗
$142.1M RAUM · 3 reps · 201-447-2212
61
THE PERSPECTIVE GROUP — reported RAUM up 33% ($134.0M -> $178.2M). IAPD ↗
$178.2M RAUM · 2 reps · (785) 749-1881
61
TOGETHER AND/OR TOGETHER PLANNING — reported RAUM up 31% ($98.2M -> $128.9M). IAPD ↗
$128.9M RAUM · 3 reps · 352-221-9300 · togetherplanning.com
61
MUTUAL TRUST ADVISORY GROUP — reported RAUM up 33% ($123.9M -> $164.5M). IAPD ↗
$164.5M RAUM · 3 reps · 239-204-4333
61
994 GROUP — reported RAUM up 33% ($107.2M -> $142.4M). IAPD ↗
$142.4M RAUM · 2 reps · (512) 853-9597
61
BLACK HORSE WEALTH MANAGEMENT — reported RAUM up 35% ($102.6M -> $138.4M). IAPD ↗
$138.4M RAUM · 1 reps · 408-316-6364 · blackhorsewealth.com
61
CODEX CAPITAL, L.L.C. — reported RAUM up 33% ($146.8M -> $195.5M). IAPD ↗
$195.5M RAUM · 1 reps · 212-496-4141
61
ATTENTIVE INVESTMENTS, LLC — reported RAUM up 30% ($121.6M -> $158.3M). IAPD ↗
$158.3M RAUM · 1 reps · 209-636-4931
61
TRUEWEALTH FINANCIAL PARTNERS — reported RAUM up 30% ($137.0M -> $178.7M). IAPD ↗
$178.7M RAUM · 2 reps · 425-615-7360 · truewealthfp.com
61
ZENITH WEALTH ADVISORS — reported RAUM up 33% ($167.9M -> $223.6M). IAPD ↗
$223.6M RAUM · 3 reps · 480-999-9900 · zenithwealthadvisors.com
61
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($105.0M -> $140.6M). IAPD ↗
$140.6M RAUM · 3 reps · 503-253-3000 · pricefg.com
61
DIAZO, LLC — reported RAUM up 32% ($100.7M -> $132.7M). IAPD ↗
$132.7M RAUM · 3 reps · 702-745-1800
61
MATRIARCH WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($119.6M -> $161.0M). IAPD ↗
$161.0M RAUM · 1 reps · (973)979-7609 · matriarchwm.com
60
LADD CAPITAL MANAGEMENT LLC — reported RAUM up 25% ($116.9M -> $146.7M). IAPD ↗
$146.7M RAUM · 2 reps · 203-562-6624 · laddcap.com
60
DECAMILLA CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($90.6M -> $116.6M). IAPD ↗
$116.6M RAUM · 2 reps · 916-979-0870 · decamillacapital.com
60
MADDEN ADVISORY SERVICES, INC. — reported RAUM up 26% ($177.9M -> $223.4M). IAPD ↗
$223.4M RAUM · 2 reps · 904-296-1127
60
HAGER INVESTMENT MANAGEMENT SERVICES, LLC — reported RAUM up 27% ($104.4M -> $133.0M). IAPD ↗
$133.0M RAUM · 2 reps · 603-526-4099 · hagerinvestments.com
60
LEGAL ADVANTAGE INVESTMENTS, INC. — reported RAUM up 28% ($157.4M -> $201.8M). IAPD ↗
$201.8M RAUM · 1 reps · 650-949-4939 · legaladvantageinvestments.com
60
COOMBE, BENDER & COMPANY, LLC — reported RAUM up 25% ($197.3M -> $247.0M). IAPD ↗
$247.0M RAUM · 4 reps · 845-647-4800 · coombebender.com
60
CARMEL CAPITAL MANAGEMENT L.L.C. — reported RAUM up 26% ($195.0M -> $246.3M). IAPD ↗
$246.3M RAUM · 6 reps · 831-625-1375 · carmelcapital.com
60
INVESTMENT PARTNERS ASSET MANAGEMENT — reported RAUM up 29% ($174.5M -> $225.4M). IAPD ↗
$225.4M RAUM · 5 reps · 732-205-0391 · investmentpartners.com
60
GENESIS ASSET MANAGEMENT GROUP, INC. — reported RAUM up 27% ($51.2M -> $64.9M). IAPD ↗
$64.9M RAUM · 1 reps · 212-856-9000 · genesisassetmgmt.com
60
FAMILY CFO INC — reported RAUM up 28% ($165.4M -> $211.7M). IAPD ↗
$211.7M RAUM · 1 reps · 650-218-3551 · familycfoinc.com
60
HBE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($128.6M -> $163.7M). IAPD ↗
$163.7M RAUM · 3 reps · 402-423-4343
60
FEDERMANN FINANCIAL ADVISORS INC. — reported RAUM up 27% ($61.8M -> $78.5M). IAPD ↗
$78.5M RAUM · 3 reps · 631-981-1904 · fedadvisors.com
60
AXIOM ADVISORY, LLC — reported RAUM up 25% ($178.8M -> $224.1M). IAPD ↗
$224.1M RAUM · 2 reps · (800) 836-4792
60
GLOBAL FINANCIAL ADVISORY SERVICES, INC. — reported RAUM up 27% ($154.4M -> $195.5M). IAPD ↗
$195.5M RAUM · 3 reps · (661) 286-0044
60
HOLLAND ADVISORY SERVICES, INC. — reported RAUM up 26% ($185.1M -> $232.5M). IAPD ↗
$232.5M RAUM · 7 reps · 386-671-7526
60
TONY WALKER FINANCIAL — reported RAUM up 26% ($189.8M -> $239.3M). IAPD ↗
$239.3M RAUM · 4 reps · 270-843-9380 · 3personalities.com
60
EVOADVISERS — reported RAUM up 27% ($182.7M -> $231.7M). IAPD ↗
$231.7M RAUM · 6 reps · 804-794-1981
60
UNITED FINANCIAL PLANNING GROUP LLC — reported RAUM up 28% ($191.5M -> $244.4M). IAPD ↗
$244.4M RAUM · 5 reps · (631) 234-0871
60
RSD ADVISORS — reported RAUM up 29% ($34.2M -> $44.0M). IAPD ↗
$44.0M RAUM · 1 reps · 347-689-2237 · rsdadvisors.net
60
GRAND STRATEGY CAPITAL, LLC — reported RAUM up 26% ($98.7M -> $124.4M). IAPD ↗
$124.4M RAUM · 3 reps · 434-202-0238 · gscapllc.com
60
OLYMPIC WEALTH MANAGEMENT LLC — reported RAUM up 26% ($155.1M -> $195.0M). IAPD ↗
$195.0M RAUM · 1 reps · (425) 485-4700 · olympicwm.com
60
WORTH ADVISORS — reported RAUM up 29% ($139.1M -> $179.3M). IAPD ↗
$179.3M RAUM · 11 reps · 704-731-0121 · worthadvisors.com
60
CLAY NORTHAM WEALTH MANAGEMENT — reported RAUM up 26% ($197.9M -> $249.1M). IAPD ↗
$249.1M RAUM · 2 reps · 562-431-9988 · claynortham.com
60
CAPSTONE INVESTMENT GROUP — reported RAUM up 28% ($108.9M -> $139.1M). IAPD ↗
$139.1M RAUM · 4 reps · 360-570-9888 · wisdomanddiscipline.com
60
SUN GROUP WEALTH PARTNERS LLC — reported RAUM up 29% ($118.4M -> $152.7M). IAPD ↗
$152.7M RAUM · 2 reps · 949-625-6800 · sungroupwp.com
60
PETERSON FINANCIAL GROUP, INC. — reported RAUM up 28% ($148.5M -> $190.4M). IAPD ↗
$190.4M RAUM · 2 reps · 515-226-1500 · petersonfg.com
60
NEW POTOMAC PARTNERS LLC — reported RAUM up 27% ($166.5M -> $210.8M). IAPD ↗
$210.8M RAUM · 3 reps · 240-253-4280 · newpotomacpartners.com
60
GALLAGHER CAPITAL ADVISORS, LLC — reported RAUM up 26% ($123.7M -> $155.4M). IAPD ↗
$155.4M RAUM · 1 reps · (940) 464-0404
60
POWERS ADVISORY GROUP, LLC — reported RAUM up 26% ($163.0M -> $205.6M). IAPD ↗
$205.6M RAUM · 3 reps · 618-654-6262 · powersinvest.com
60
MISSION TRAILS FINANCIAL — reported RAUM up 29% ($130.6M -> $168.0M). IAPD ↗
$168.0M RAUM · 4 reps · (619) 419-0238 · missiontf.com
60
PATHWISE — reported RAUM up 30% ($125.3M -> $162.5M). IAPD ↗
$162.5M RAUM · 2 reps · 925-939-5607 · pathwise.co
60
SUMMIT FINANCIAL — reported RAUM up 28% ($153.8M -> $196.5M). IAPD ↗
$196.5M RAUM · 8 reps · 410-584-9600 · sumfi.com
60
WYNN CAPITAL — reported RAUM up 26% ($158.6M -> $200.4M). IAPD ↗
$200.4M RAUM · 3 reps · 706-869-3451 · wynncap.com
60
GOODSTEIN WEALTH MANAGEMENT LLC — reported RAUM up 28% ($100.6M -> $128.8M). IAPD ↗
$128.8M RAUM · 2 reps · 818-995-3500 · goodsteinwealthmanagement.com
60
DAVID P. GILLIAM & ASSOCIATES, INC. — reported RAUM up 26% ($108.1M -> $136.7M). IAPD ↗
$136.7M RAUM · 2 reps · 765-281-0012
60
IMPACTFOLIO LLC — reported RAUM up 30% ($148.5M -> $192.7M). IAPD ↗
$192.7M RAUM · 3 reps · 844-218-3800
60
SIMPLIFIED WEALTH MANAGEMENT — reported RAUM up 29% ($121.0M -> $156.4M). IAPD ↗
$156.4M RAUM · 5 reps · 601-336-4265 · mysimplifiedwealth.com
60
4J WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($195.4M -> $245.0M). IAPD ↗
$245.0M RAUM · 3 reps · (703) 566-9573
60
INMAN FINANCIAL SERVICES, INC. — reported RAUM up 26% ($118.7M -> $149.5M). IAPD ↗
$149.5M RAUM · 3 reps · (503) 906-2650
60
HARON CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($33.1M -> $42.2M). IAPD ↗
$42.2M RAUM · 2 reps · 646-965-6700
60
TOAMS FINANCIAL — reported RAUM up 29% ($120.0M -> $155.0M). IAPD ↗
$155.0M RAUM · 2 reps · (904) 733-5321 · toamsfinancial.com
60
SINCERUS ADVISORY — reported RAUM up 29% ($120.6M -> $155.6M). IAPD ↗
$155.6M RAUM · 3 reps · (212) 203-7376
60
SAGE INVESTMENT ADVISERS LLC — reported RAUM up 28% ($149.3M -> $190.5M). IAPD ↗
$190.5M RAUM · 3 reps · (845) 240-1551 · sageinvestmentadvisersllc.com
60
NEWBORE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($106.2M -> $135.2M). IAPD ↗
$135.2M RAUM · 2 reps · 503-657-3143 · newbore-wealth.com
60
STILLWATER WEALTH MANAGEMENT GROUP LLC — reported RAUM up 30% ($107.5M -> $139.4M). IAPD ↗
$139.4M RAUM · 2 reps · (561) 214-4125 · stillwaterwealthmgt.com
60
THRIVE RETIREMENT SPECIALISTS — reported RAUM up 28% ($100.0M -> $128.3M). IAPD ↗
$128.3M RAUM · 2 reps · (833) 217-9613 · thriveretire.com
60
TORREY WEALTH, LLC — reported RAUM up 29% ($98.4M -> $126.6M). IAPD ↗
$126.6M RAUM · 1 reps · 858-732-5300
60
J.M. ARBOUR, LLC — reported RAUM up 25% ($92.9M -> $116.5M). IAPD ↗
$116.5M RAUM · 5 reps · (207) 248-6767 · jmarbour.com
60
HEISTEN FINANCIAL, LLC — reported RAUM up 30% ($95.6M -> $124.1M). IAPD ↗
$124.1M RAUM · 2 reps · 907-222-6270 · heistenfinancial.com
60
BUCHANAN WEALTH MANAGEMENT — reported RAUM up 26% ($108.7M -> $136.7M). IAPD ↗
$136.7M RAUM · 2 reps · 703-956-2633 · buchananwealth.com
60
ALLIANCE FINANCIAL — reported RAUM up 26% ($185.1M -> $232.3M). IAPD ↗
$232.3M RAUM · 5 reps · 610-376-5981
60
DAUS FINANCIAL GROUP, LLC — reported RAUM up 28% ($120.0M -> $154.1M). IAPD ↗
$154.1M RAUM · 3 reps · (269) 321-7472 · dausfinancial.com
60
VCI WEALTH MANAGEMENT LLC — reported RAUM up 28% ($149.9M -> $191.4M). IAPD ↗
$191.4M RAUM · 23 reps · (314) 530-0500
60
CARLIN WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 25% ($120.0M -> $150.2M). IAPD ↗
$150.2M RAUM · 1 reps · 737-414-6565 · carlinwealthmanagementgroup.com
60
OCEAN PARK ASSET MANAGEMENT, INC. — began participating in a wrap-fee program. IAPD ↗
$146.8M RAUM · 8 reps · 310-452-1887
60
TEPLITZ FINANCIAL GROUP LLC — began participating in a wrap-fee program. IAPD ↗
$106.9M RAUM · 1 reps · 732-591-0909
60
INTEGRITY ADVISORY SOLUTIONS — began participating in a wrap-fee program. IAPD ↗
$147.5M RAUM · 39 reps · (336) 660-2782 · integritywealthsolutions.com
60
ROCKPORT WEALTH ADVISORS — began participating in a wrap-fee program. IAPD ↗
$123.0M RAUM · 9 reps · (216) 226-4560
60
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. — began participating in a wrap-fee program. IAPD ↗
$140.6M RAUM · 3 reps · 503-253-3000 · pricefg.com
60
SILO FINANCIAL LLC — began participating in a wrap-fee program. IAPD ↗
$0 RAUM · 2 reps · (512)-954-0626
85
SR ALTERNATIVE CREDIT, LLC — (DARIEN, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 203-656-3004
85
LONGEVITY WEALTH ADVISORS, LLC — (ORLANDO, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 407-358-3332 · ablwealth.com
85
SIMPLIFY EQLS LLC — (NEW YORK, NY) is newly SEC-registered with $114.3M RAUM and 10 advisory reps. IAPD ↗institutional
$114.3M RAUM · 10 reps · 646-585-0476
85
MESIROW RE-IA, INC. — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 312-595-6000 · mesirowfinancial.com
85
BUENA CAPITAL ADVISORS LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 8005357096 · buenacapital.com
85
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC — (GREENWICH, CT) is newly SEC-registered with $0 RAUM and 20 advisory reps. IAPD ↗institutional
$0 RAUM · 20 reps · 203-340-8500
85
DUNN CAPITAL MANAGEMENT — (STUART, FL) is newly SEC-registered with $162.8M RAUM and 6 advisory reps. IAPD ↗institutional
$162.8M RAUM · 6 reps · 772-286-4777 · dunncapital.com
85
CURAFIN ADVISORS — (SCOTTSDALE, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 480-284-7080 · curafinadvisors.com
85
PEAKSHARES LLC — (TAMPA, FL) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 704-281-0028
85
LANDMARK INVESTMENT PARTNERS, L.P. — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 949-648-4878
85
BELL PARTNERS — (GREENSBORO, NC) is newly SEC-registered with $5.72B RAUM and 65 advisory reps. IAPD ↗fund
$5.72B RAUM · 65 reps · 336-232-1900 · bellpartnersinc.com
85
COPPER PLACE GLOBAL CAPITAL LLC — (CLYDE HILL, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 206-743-5907
85
ONEX CREDIT ADVISOR, LLC — (ENGLEWOOD CLIFFS, NJ) is newly SEC-registered with $0 RAUM and 55 advisory reps. IAPD ↗institutional
$0 RAUM · 55 reps · (201) 541-2121 · onex.com
83
BRIDGE NET LEASE FUND MANAGER LLC — (SANDY, UT) is newly SEC-registered with $699.9M RAUM and 12 advisory reps. IAPD ↗fund
$699.9M RAUM · 12 reps · 801-716-1463 · bridgeig.com
80
FORMAN CAPITAL, LLC — (BOYNTON BEACH, FL) is newly SEC-registered with $123.7M RAUM and 8 advisory reps. IAPD ↗fund
$123.7M RAUM · 8 reps · 561-588-0132 · formancap.com
75
HOLBROOK HOLDINGS, INC. — crossed $1B in regulatory AUM ($954.7M -> $1.55B). IAPD ↗institutional
$1.55B RAUM · 2 reps · 678-400-3980 · holbrookholdings.com
75
BAYESIAN CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($812.3M -> $1.09B). IAPD ↗institutional
$1.09B RAUM · 1 reps · (718) 332-4567 · bayesian.capital
75
IRONSHORE FINANCIAL — crossed $1B in regulatory AUM ($930.5M -> $1.10B). IAPD ↗institutional
$1.10B RAUM · 1 reps · 937-872-4015 · ironshorefinancial.com
75
DB ADVISORY AMERICA, LIMITED(LTD) — crossed $1B in regulatory AUM ($882.0M -> $1.20B). IAPD ↗institutional
$1.20B RAUM · 2 reps · 917-261-798
70
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($694.5M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 3 reps · 214-720-2060
70
ENTROPY TECHNOLOGIES, LP — crossed $1B in regulatory AUM ($974.7M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 2 reps · 646-706-5703
70
ALKEN ASSET MANAGEMENT LTD — (LONDON, United Kingdom) is newly SEC-registered with $1.74B RAUM and 14 advisory reps. IAPD ↗foreign
$1.74B RAUM · 14 reps · -545 · alken-am.com
65
MONTAGU US ADVISORS LLC — reported RAUM up 117% ($2.03B -> $4.40B). IAPD ↗institutional
$4.40B RAUM · 1 reps · 16465687321 · montagu.com
65
HOOVEST CAPITAL MANAGEMENT — (WEST VANCOUVER, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 604-229-2788
65
UTI ASSET MANAGEMENT COMPANY LIMITED — (MUMBAI, MAHARASHTRA, India) is newly SEC-registered with $0 RAUM and 48 advisory reps. IAPD ↗foreign
$0 RAUM · 48 reps · 91 022 6678 6686 · utimf.com
63
AXQ CAPITAL, LP — reported RAUM up 116% ($196.2M -> $423.7M). IAPD ↗institutional
$423.7M RAUM · 2 reps · (917) 819-2463
63
DIAMETER PRINCIPAL FINANCE LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$622.9M RAUM · 39 reps · 212-665-1400 · diametercap.com
63
AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$284.2M RAUM · 11 reps · 332-233-9292 · amberinfrastructure.com
60
LMR PARTNERS LLC — reported RAUM up 1277% ($10.79B -> $148.50B). IAPD ↗fund
$148.50B RAUM · 43 reps · 6468915738 · lmrpartners.com
60
1WS CAPITAL ADVISORS, LLC — reported RAUM up 63% ($162.8M -> $266.0M). IAPD ↗institutional
$266.0M RAUM · 48 reps · 212-957-2500 · 1wscapital.com
60
RIDGELINE RESEARCH LLC — reported RAUM up 135% ($34.2M -> $80.3M). IAPD ↗institutional
$80.3M RAUM · 1 reps · 301-685-7171, X 7121 · ridgelineresearch.com
60
MEKETA CAPITAL, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$100,000 RAUM · 6 reps · 720-697-1010 · meketacapital.com
60
OT ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$0 RAUM · 2 reps · 7136147755
59
DESTRA CAPITAL ADVISORS LLC — reported RAUM up 59% ($188.0M -> $299.5M). IAPD ↗institutional
$299.5M RAUM · 13 reps · 877-855-3434 · destracapital.com
59
CFT CAPITAL MANAGEMENT, LLC — reported RAUM up 71% ($1.34B -> $2.29B). IAPD ↗fund
$2.29B RAUM · 9 reps · 3109808840
58
STRATEGY CAPITAL LLC — reported RAUM up 81% ($509.4M -> $920.5M). IAPD ↗fund
$920.5M RAUM · 4 reps · 650-917-8700 · strategycapital.com
58
WILLOW TREE CAPITAL CORP ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗fund
$256.1M RAUM · 10 reps · 212-218-1090 · willowtreelp.com
57
SHERMAN PORTFOLIOS, LLC — reported RAUM up 65% ($122.9M -> $202.5M). IAPD ↗institutional
$202.5M RAUM · 4 reps · 800-634-2008 · shermanportfolios.com
56
RAFFERTY ASSET MANAGEMENT, LLC — reported RAUM up 34% ($28.52B -> $38.30B). IAPD ↗institutional
$38.30B RAUM · 13 reps · 646-572-3390
56
SMITH CAPITAL INVESTORS, LLC — reported RAUM up 32% ($2.81B -> $3.72B). IAPD ↗institutional
$3.72B RAUM · 9 reps · 303-597-5555
56
STANDPOINT ASSET MANAGEMENT, LLC — reported RAUM up 42% ($568.4M -> $804.3M). IAPD ↗institutional
$804.3M RAUM · 6 reps · (602) 688-2918 · standpointfunds.com
56
ZUNA, LLC — reported RAUM up 40% ($206.7M -> $289.8M). IAPD ↗institutional
$289.8M RAUM · 5 reps · 971-339-5701 · teamzuna.com
55
CARSON MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($477.5M -> $507.2M). IAPD ↗fund
$507.2M RAUM · 4 reps · 214.999.1000 · carsoncapital.com
55
PLACEHOLDER MANAGEMENT, LLC — crossed $500M in regulatory AUM ($439.8M -> $969.9M). IAPD ↗fund
$969.9M RAUM · 3 reps · 9292449167
55
TRUELINK CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($173.6M -> $528.3M). IAPD ↗fund
$528.3M RAUM · 10 reps · 310-736-5853 · truelinkcap.com
55
CAPITAL GAINS INCORPORATED — reported RAUM up 53% ($65.9M -> $100.9M). IAPD ↗institutional
$100.9M RAUM · 1 reps · 847-318-9975 · capgns.com
55
OMNICAP GROUP LLC — reported RAUM up 28% ($3.06B -> $3.93B). IAPD ↗institutional
$3.93B RAUM · 4 reps · 310-318-3091 · omnicap.net
55
SILICON VALLEY RETIREMENT SERVICES, LLC — reported RAUM up 35% ($698.3M -> $944.3M). IAPD ↗institutional
$944.3M RAUM · 2 reps · 408-572-5572 · svretirementservices.com
55
EUPHRATES ADVISORS — reported RAUM up 64% ($227.5M -> $372.1M). IAPD ↗fund
$372.1M RAUM · 3 reps · 202-507-6380 · euph.com
55
FOREST CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.57B -> $2.03B). IAPD ↗institutional
$2.03B RAUM · 7 reps · 312-809-6010
55
COUNTERPOINT FUNDS — reported RAUM up 28% ($1.35B -> $1.73B). IAPD ↗institutional
$1.73B RAUM · 5 reps · 844-273-8637
55
LAWLEY RETIREMENT ADVISORS — reported RAUM up 28% ($1.30B -> $1.66B). IAPD ↗institutional
$1.66B RAUM · 4 reps · 716-849-8219 · lawleyretirement.com
55
KA CREDIT ADVISORS, LLC — reported RAUM up 26% ($1.43B -> $1.81B). IAPD ↗institutional
$1.81B RAUM · 29 reps · 713-493-2000 · kaynebdc.com
55
C CUBED CAPITAL PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$187.5M RAUM · 5 reps · 561-576-9145 · ccubedcapitalpartners.com
55
KRF FUND MANAGER, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$230.0M RAUM · 2 reps · 212-202-1730
53
RPS RETIREMENT PLAN ADVISORS — reported RAUM up 28% ($347.0M -> $443.6M). IAPD ↗institutional
$443.6M RAUM · 4 reps · 512-918-0000 · rpsplanadvisors.com
52
CLEARLIGHT PARTNERS MANAGEMENT, LLC — reported RAUM up 50% ($206.6M -> $309.5M). IAPD ↗fund
$309.5M RAUM · 7 reps · 949-725-6610 · clearlightpartners.com
52
PHARVISION ADVISERS, LLC — reported RAUM up 48% ($270.0M -> $400.0M). IAPD ↗fund
$400.0M RAUM · 1 reps · 561-614-6014 · pharvision.ai
52
AEREF MANAGEMENT, LLC — reported RAUM up 63% ($15.8M -> $25.8M). IAPD ↗fund
$25.8M RAUM · 20 reps · (212) 721-5500
51
SERVE CAPITAL PARTNERS — reported RAUM up 30% ($1.16B -> $1.51B). IAPD ↗fund
$1.51B RAUM · 4 reps · 512-505-4153 · servecapitalpartners.com
51
ADVANCED RETIREMENT SOLUTIONS, LLC — reported RAUM up 31% ($149.7M -> $196.1M). IAPD ↗institutional
$196.1M RAUM · 1 reps · 408-691-1115 · linkedin.com\company\6453420\
50
TFJ MANAGEMENT, LLC — reported RAUM up 52% ($77.1M -> $117.0M). IAPD ↗fund
$117.0M RAUM · 2 reps · 617-877-7752
48
LATTICE CAPITAL MANAGEMENT LLC — reported RAUM up 27% ($594.7M -> $755.2M). IAPD ↗fund
$755.2M RAUM · 4 reps · 425 828-4300 · latticecm.com
48
JACKSON HILL ADVISORS, LLC — reported RAUM up 41% ($115.6M -> $163.5M). IAPD ↗fund
$163.5M RAUM · 2 reps · 713.609.9087 · jacksonhilladvisors.com
46
LONETREE CAPITAL, LLC — reported RAUM up 30% ($100.0M -> $130.0M). IAPD ↗fund
$130.0M RAUM · 8 reps · 212-844-9150
45
HONTE ADVISORS LLC — reported RAUM up 26% ($170.0M -> $213.9M). IAPD ↗fund
$213.9M RAUM · 3 reps · 415-801-4250 · honteinv.com
40
AUGUST CAPITAL — crossed $500M in regulatory AUM ($432.7M -> $515.9M). IAPD ↗foreign
$515.9M RAUM · 3 reps · 438-792-5161 · augustgroup.com
40
C&S INVESTMENT — reported RAUM up 80% ($15.7M -> $28.3M). IAPD ↗foreign
$28.3M RAUM · 4 reps · -3561 · c-s-investment.li
38
DUNHILL FINANCIAL — reported RAUM up 69% ($142.8M -> $240.6M). IAPD ↗foreign
$240.6M RAUM · 4 reps · +44 7514 993 556 · dunhillfinancial.com
36
METROPOLIS CAPITAL LIMITED — reported RAUM up 34% ($2.96B -> $3.97B). IAPD ↗foreign
$3.97B RAUM · 6 reps · +44 1494 911155
35
WAVERTON INVESTMENT MANAGEMENT LIMITED — reported RAUM up 26% ($11.01B -> $13.91B). IAPD ↗foreign
$13.91B RAUM · 51 reps · 0044 20 7484 7496 · waverton.co.uk

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.