Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
PRINCIPAL ADVISED SERVICES |
297324 |
801-114432 |
11801 |
140 |
$569,489,941 |
BFC PLANNING, INC. |
119682 |
801-67427 |
8749 |
200 |
$1,839,208,077 |
AUSDAL FINANCIAL PARTNERS, INC. |
7995 |
801-69266 |
8079 |
317 |
$1,533,931,190 |
NORTHWEST WEALTH MANAGEMENT, LLC |
152816 |
801-72545 |
4063 |
24 |
$865,221,987 |
BASEPOINT WEALTH, LLC |
289538 |
801-111782 |
3881 |
23 |
$776,175,833 |
LEGACY FINANCIAL GROUP |
154927 |
801-79803 |
3763 |
18 |
$840,400,934 |
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. |
13609 |
801-62277 |
3481 |
100 |
$742,220,394 |
RDA FINANCIAL NETWORK |
147309 |
801-69651 |
3315 |
18 |
$493,702,618 |
GILBERT & COOK, INC. |
283112 |
801-107546 |
3219 |
32 |
$1,197,704,959 |
ACCEL WEALTH MANAGEMENT |
286201 |
801-108814 |
2570 |
20 |
$973,955,257 |
DYNAMIC FINANCIAL GROUP |
288763 |
801-111021 |
2528 |
4 |
$474,460,193 |
SYVERSON STREGE |
109228 |
801-54959 |
2174 |
15 |
$900,472,120 |
WEST FINANCIAL ADVISORS, L.L.C. |
142265 |
801-109976 |
1686 |
7 |
$610,548,598 |
DMKC ADVISORY SERVICES, LLC |
145112 |
801-68395 |
748 |
14 |
$562,510,319 |
RETIRERIGHT CONSULTING GROUP |
300925 |
801-116809 |
478 |
4 |
$585,779,060 |