Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
ONEASCENT FINANCIAL SERVICES LLC |
284549 |
801-108265 |
7877 |
80 |
$1,788,648,397 |
NBC SECURITIES, INC. |
17870 |
801-58257 |
4545 |
68 |
$1,715,376,867 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
107890 |
801-14752 |
2543 |
37 |
$2,487,932,390 |
SOUTHERN FINANCIAL GROUP, LLC |
142644 |
801-67489 |
2409 |
8 |
$854,835,245 |
JACKSON THORNTON WEALTH MANAGEMENT, LLC |
116091 |
801-61445 |
2370 |
14 |
$1,673,951,576 |
SUNBURST FINANCIAL GROUP, LLC |
283605 |
801-107720 |
1785 |
9 |
$578,432,533 |
MELD FINANCIAL, INC. |
118896 |
801-62981 |
1646 |
11 |
$594,413,274 |
CAPSOUTH WEALTH MANAGEMENT |
132517 |
801-63509 |
1610 |
21 |
$762,931,550 |
SMITH THORNTON ADVISORS, LLC |
312537 |
801-120351 |
765 |
6 |
$735,361,770 |
BHK INVESTMENT ADVISORS |
140515 |
801-66669 |
753 |
10 |
$664,142,639 |
MAYFAIR ADVISORY GROUP, LLC |
304668 |
801-117219 |
386 |
4 |
$718,448,245 |
PARK PLACE CAPITAL CORPORATION |
107952 |
801-32593 |
380 |
10 |
$602,131,012 |
PORTER WHITE INVESTMENT ADVISORS, INC. |
110876 |
801-48755 |
311 |
8 |
$707,318,928 |
ANDERSON GROWTH PARTNERS, LLC |
138600 |
801-65663 |
71 |
10 |
$843,258,236 |
ARLINGTON PARTNERS LLC |
109335 |
801-57250 |
25 |
12 |
$1,340,641,610 |