Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BROKERS FINANCIAL |
139627 |
801-69742 |
9114 |
224 |
$1,360,141,295 |
PRINCIPAL ADVISED SERVICES |
297324 |
801-114432 |
8370 |
115 |
$352,564,235 |
LEGACY FINANCIAL GROUP |
154927 |
801-79803 |
3871 |
16 |
$604,625,505 |
NORTHWEST WEALTH MANAGEMENT, LLC |
152816 |
801-72545 |
3656 |
25 |
$605,383,311 |
RDA FINANCIAL NETWORK |
147309 |
801-69651 |
3240 |
18 |
$439,191,058 |
BASEPOINT WEALTH, LLC |
289538 |
801-111782 |
3151 |
20 |
$561,995,989 |
GILBERT & COOK, INC. |
283112 |
801-107546 |
2648 |
32 |
$973,601,625 |
DYNAMIC FINANCIAL GROUP |
288763 |
801-111021 |
2605 |
6 |
$358,572,628 |
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. |
13609 |
801-62277 |
2247 |
100 |
$395,938,893 |
SYVERSON STREGE |
109228 |
801-54959 |
1973 |
14 |
$665,694,138 |
ACCEL WEALTH MANAGEMENT LLC |
286201 |
801-108814 |
1966 |
21 |
$823,284,779 |
WEST FINANCIAL ADVISORS, L.L.C. |
142265 |
801-109976 |
1478 |
7 |
$418,848,245 |
PRIVATE WEALTH ASSET MANAGEMENT |
315819 |
801-122065 |
1140 |
42 |
$926,236,729 |
DMKC ADVISORY SERVICES, LLC |
145112 |
801-68395 |
705 |
13 |
$476,832,259 |
RETIRERIGHT CONSULTING GROUP |
300925 |
801-116809 |
514 |
4 |
$504,547,358 |