Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
GENEOS WEALTH MANAGEMENT, INC. |
120894 |
801-62331 |
21260 |
200 |
$5,206,512,536 |
WESTERN WEALTH MANAGEMENT LLC |
283545 |
801-107762 |
13833 |
112 |
$3,250,103,126 |
CAMBIAR INVESTORS, LLC |
115093 |
801-60541 |
7031 |
39 |
$3,377,039,321 |
ASPEN GROVE CAPITAL, LLC |
158166 |
801-78138 |
2618 |
20 |
$5,239,515,491 |
BOK FINANCIAL PRIVATE WEALTH, INC. |
106733 |
801-51401 |
2128 |
33 |
$2,818,673,188 |
ADVISORS ASSET MANAGEMENT, INC. |
46727 |
801-62731 |
1767 |
272 |
$3,853,640,375 |
SHELTON CAPITAL MANAGEMENT |
104720 |
801-25205 |
1042 |
45 |
$4,784,745,104 |
IWP WEALTH MANAGEMENT LLC |
136314 |
801-64549 |
66 |
28 |
$3,575,824,101 |
BOW RIVER CAPITAL |
156765 |
801-72339 |
40 |
48 |
$2,951,282,706 |
MARSICO CAPITAL MANAGEMENT, LLC |
109250 |
801-54914 |
31 |
28 |
$3,251,322,906 |
VISION RIDGE PARTNERS, LLC |
174836 |
801-110951 |
20 |
34 |
$3,959,340,434 |
FOUNDRY GROUP, LLC |
159541 |
801-107412 |
15 |
12 |
$3,411,323,300 |
RUBICON TECHNOLOGY MANAGEMENT L.L.C. |
169875 |
801-97338 |
11 |
32 |
$3,978,022,464 |
DEER PARK ROAD MANAGEMENT COMPANY, LP |
140370 |
801-74577 |
9 |
32 |
$3,856,934,993 |
VERSUS CAPITAL ADVISORS LLC |
143857 |
801-72298 |
7 |
28 |
$5,083,943,690 |