Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BDFS CAPITAL LLC |
287680 |
801-120724 |
1348 |
6 |
$230,644,342 |
BIG INVESTMENT SERVICES |
291437 |
801-112462 |
1189 |
5 |
$189,213,138 |
LOKKEN INVESTMENT GROUP, LLC |
283696 |
801-114384 |
1096 |
5 |
$235,822,674 |
CROWLEY WEALTH MANAGEMENT, INC. |
112368 |
801-29207 |
996 |
4 |
$319,923,878 |
GREY FOX WEALTH ADVISORS, LLC |
307172 |
801-122007 |
781 |
5 |
$274,356,828 |
BLUE ROCK FINANCIAL GROUP |
298558 |
801-117998 |
608 |
8 |
$207,300,100 |
WESTOVER CAPITAL ADVISORS, LLC |
126520 |
801-64380 |
559 |
8 |
$355,720,669 |
BCM WEALTH MANAGEMENT |
122434 |
801-110693 |
446 |
5 |
$268,214,193 |
N1 ADVISORS |
147048 |
801-69525 |
439 |
8 |
$289,319,008 |
BENCH WALK ADVISORS LLC |
313945 |
801-125767 |
39 |
11 |
$422,263,484 |
MARVIN & PALMER ASSOCIATES |
105399 |
801-27724 |
14 |
14 |
$281,623,175 |
CORTEN REAL ESTATE MANAGEMENT LLC |
321897 |
801-126642 |
8 |
12 |
$363,361,504 |
IP GROUP, INC. |
300077 |
801-126202 |
5 |
16 |
$205,678,646 |
WILMINGTON TRUST ASSET MANAGEMENT, LLC |
325489 |
801-127565 |
4 |
68 |
$283,940,329 |
WINDMARK INVESTMENT PARTNERS, INC. |
131880 |
801-63587 |
2 |
15 |
$215,300,000 |