Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
MOUNT YALE INVESTMENT ADVISORS, LLC |
137068 |
801-65068 |
2886 |
33 |
$2,006,629,259 |
MARKET GUARD |
153241 |
801-110540 |
1513 |
9 |
$299,501,051 |
WAMBOLT & ASSOCIATES, LLC |
153454 |
801-71476 |
1470 |
14 |
$453,827,627 |
COSNER FINANCIAL GROUP, LLC |
147942 |
801-95177 |
1000 |
6 |
$259,892,482 |
GREEN ALPHA ADVISORS, LLC |
144413 |
801-77535 |
531 |
6 |
$744,883,725 |
SYNTRINSIC INVESTMENT COUNSEL, LLC. |
147978 |
801-69510 |
415 |
16 |
$1,715,429,725 |
CRESCAT PORTFOLIO MANAGEMENT LLC |
139620 |
801-69008 |
195 |
10 |
$393,139,452 |
EQUUS PRIVATE WEALTH MANAGEMENT LLC |
144367 |
801-80902 |
45 |
5 |
$179,315,426 |
PRINCETON FUND ADVISORS, LLC |
157821 |
801-72525 |
12 |
33 |
$1,226,354,563 |
BRANZAN INVESTMENT ADVISORS, INC. |
120783 |
801-66261 |
9 |
4 |
$128,646,303 |
DAVIDSON FIXED INCOME MANAGEMENT, INC. |
127844 |
801-62264 |
9 |
7 |
$1,103,296,730 |
VERDEAM |
128442 |
801-108810 |
6 |
5 |
$61,080,897 |
EXCELLERE PARTNERS |
142904 |
801-67454 |
5 |
21 |
$2,255,928,013 |
WYNKOOP LLC |
150018 |
801-113339 |
4 |
12 |
$696,320,241 |
BULLSEYE ASSET MANAGEMENT LLC |
153990 |
801-79982 |
3 |
2 |
$256,428,351 |
RMB WEST, LLC |
158138 |
801-72566 |
0 |
3 |
$0 |