Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BEAM WEALTH ADVISORS, INC. |
109867 |
801-60334 |
2608 |
18 |
$499,240,343 |
MONTZ HARCUS WEALTH MANAGEMENT |
301963 |
801-115292 |
1102 |
7 |
$450,600,120 |
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC |
301715 |
801-115250 |
1065 |
3 |
$441,776,459 |
LEES MONSOUR GROUP |
318023 |
801-123403 |
871 |
4 |
$481,690,844 |
FREEGULLIVER, LLC |
117040 |
801-65870 |
766 |
17 |
$465,250,043 |
EAGLE CAPITAL MANAGEMENT, LLC |
110177 |
801-57207 |
760 |
3 |
$375,000,000 |
DENT WEALTH ADVISORS |
151943 |
801-70786 |
759 |
4 |
$386,621,299 |
BCM ADVISORS, LLC |
107946 |
801-56006 |
512 |
8 |
$515,245,865 |
DELTA FINANCIAL ADVISORS, L.L.C. |
122092 |
801-61891 |
456 |
4 |
$339,033,824 |
ADKINS SEALE CAPITAL MANAGEMENT LLC |
166749 |
801-77795 |
419 |
4 |
$344,954,780 |
HACKETT ROBERTSON TOBE GROUP |
304638 |
801-117295 |
101 |
3 |
$538,000,000 |
EQUITAS CAPITAL ADVISORS,LLC |
124471 |
801-61979 |
70 |
10 |
$392,963,144 |
WALTER C. FLOWER & CO., INC |
110775 |
801-14116 |
38 |
3 |
$380,907,057 |
ARGENT RETIREMENT PLAN ADVISORS, LLC |
165031 |
801-78568 |
15 |
5 |
$393,789,677 |
BLACK BAY ENERGY CAPITAL, LLC |
284945 |
801-113036 |
5 |
8 |
$534,524,143 |