Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC |
106753 |
801-35905 |
250485 |
886 |
$700,818,097,648 |
THOMAS DOLL |
108052 |
801-57727 |
2495 |
13 |
$1,323,909,507 |
FULLER & THALER ASSET MANAGEMENT INC |
107033 |
801-43915 |
1953 |
20 |
$17,584,077,100 |
LITMAN GREGORY WEALTH MANAGEMENT, LLC |
107611 |
801-50916 |
1748 |
26 |
$2,357,077,801 |
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. |
107326 |
801-57272 |
1728 |
15 |
$637,341,378 |
ROOF EIDAM MAYCOCK PERALTA LLC |
106696 |
801-53480 |
1016 |
9 |
$705,534,441 |
CONCORD INVESTMENT COUNSEL |
107901 |
801-39752 |
534 |
4 |
$320,176,527 |
SB WEALTH |
108126 |
801-113278 |
476 |
4 |
$221,007,141 |
JRL CAPITAL ADVISORS LLC |
108162 |
801-57158 |
380 |
8 |
$127,316,719 |
FAIRBANKS CAPITAL MANAGEMENT, INC. |
107650 |
801-50869 |
180 |
6 |
$211,764,634 |
AFFINITY INVESTMENT ADVISORS, LLC |
108278 |
801-42015 |
99 |
10 |
$976,863,183 |
SNYDER CAPITAL MANAGEMENT LP |
108518 |
801-54641 |
85 |
14 |
$4,383,101,109 |
DOHENY ASSET MANAGEMENT, L.L.C. |
106434 |
801-43726 |
66 |
4 |
$139,724,263 |
FIRST QUADRANT, LLC |
106698 |
801-51748 |
31 |
53 |
$10,509,181,000 |
GEORGINA ASSET MANAGEMENT LLC |
107949 |
801-57689 |
18 |
3 |
$416,591,532 |
PORTFOLIO MANAGEMENT TECHNOLOGY |
106135 |
801-52600 |
0 |
5 |
$0 |