Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
CREATIVEONE SECURITIES, LLC |
152974 |
801-78158 |
22082 |
186 |
$1,718,842,253 |
MODERN WEALTH MANAGEMENT, LLC |
324624 |
801-127231 |
13592 |
92 |
$2,073,107,856 |
THE RETIREMENT PLANNING GROUP, LLC |
129625 |
801-62655 |
8607 |
29 |
$2,628,804,481 |
CALIBER WEALTH MANAGEMENT, LLC |
331165 |
801-130677 |
5512 |
18 |
$1,140,000,000 |
BAYSTATE WEALTH MANAGEMENT |
151664 |
801-71691 |
4733 |
12 |
$1,917,168,691 |
CGN ADVISORS, LLC |
159359 |
801-72913 |
3627 |
42 |
$1,135,218,974 |
TRIUNE FINANCIAL PARTNERS, LLC |
152277 |
801-70960 |
2721 |
24 |
$1,132,184,487 |
PRISM FINANCIAL GROUP, L.L.C. |
112315 |
801-61646 |
2474 |
9 |
$1,698,069,943 |
MERITAGE PORTFOLIO MANAGEMENT, INC. |
107177 |
801-39348 |
1493 |
18 |
$2,369,159,436 |
KAVAR CAPITAL PARTNERS |
311744 |
801-119947 |
1373 |
6 |
$1,141,936,692 |
TWO WEST CAPITAL ADVISORS LLC |
154543 |
801-76551 |
1035 |
15 |
$2,760,229,371 |
SUNESIS ADVISORS, LLC |
159114 |
801-72788 |
475 |
7 |
$1,211,340,126 |
ROCKY MOUNTAIN ADVISERS, LLC |
148479 |
801-70202 |
413 |
10 |
$2,574,184,941 |
PANDI, LLC |
330112 |
801-131022 |
145 |
13 |
$2,014,265,251 |
COLUMBIA CAPITAL MANAGEMENT, LLC |
112773 |
801-55499 |
90 |
15 |
$1,747,846,198 |