Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
CREATIVE FINANCIAL DESIGNS, INC. |
109032 |
801-60153 |
12377 |
152 |
$2,082,130,980 |
INVST, LLC |
282863 |
801-107265 |
5139 |
62 |
$1,347,246,943 |
BEDEL FINANCIAL CONSULTING INC |
105653 |
801-34764 |
4806 |
25 |
$2,137,382,356 |
PHILLIPS FINANCIAL |
131344 |
801-63343 |
2853 |
32 |
$2,057,903,619 |
WEALTH ADVISORS GROUP |
122050 |
801-69787 |
2672 |
13 |
$995,850,684 |
PETTINGA FINANCIAL ADVISORS, LLC |
156369 |
801-72154 |
2120 |
10 |
$1,002,465,901 |
SHEAFF BROCK INVESTMENT ADVISORS, LLC |
118739 |
801-60978 |
1998 |
25 |
$1,350,940,663 |
ELSER FINANCIAL PLANNING, INC. |
143311 |
801-80871 |
1661 |
12 |
$2,004,775,922 |
LJI WEALTH MANAGEMENT, LLC |
145399 |
801-77820 |
1613 |
13 |
$1,071,025,683 |
WOODLEY FARRA |
107660 |
801-50387 |
1375 |
13 |
$1,799,035,421 |
WALLINGTON ASSET MANAGEMENT |
143360 |
801-67613 |
839 |
16 |
$1,050,668,660 |
AXIA ADVISORY |
107571 |
801-42110 |
181 |
6 |
$1,516,521,001 |
BAXTER CAPITAL MANAGEMENT INC |
105123 |
801-14659 |
15 |
3 |
$2,342,392,629 |
EVERENCE CAPITAL MANAGEMENT, INC. |
105675 |
801-36323 |
8 |
11 |
$2,454,782,653 |
CERES PARTNERS, LLC |
290937 |
801-114192 |
5 |
21 |
$1,601,250,305 |