Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
USA FINANCIAL FORMULAS CORPORATION |
139987 |
801-67442 |
6690 |
35 |
$740,700,199 |
STRATEGIC INVESTMENT ADVISORS, LLC |
151501 |
801-110692 |
6305 |
9 |
$677,931,440 |
Q3 ASSET MANAGEMENT CORPORATION |
137839 |
801-77461 |
3808 |
11 |
$794,171,978 |
ASSET ALLOCATION STRATEGIES, LLC |
152339 |
801-106707 |
2992 |
33 |
$388,045,217 |
RICHMOND BROTHERS, INC. |
158916 |
801-72736 |
2549 |
17 |
$273,548,051 |
RICHARD W. PAUL & ASSOCIATES, LLC |
156812 |
801-116985 |
2046 |
8 |
$268,607,419 |
BEMANAGED |
140099 |
801-70678 |
1452 |
7 |
$501,896,722 |
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST |
126570 |
801-123641 |
1359 |
5 |
$103,444,627 |
PATRICK FINANCIAL GROUP LLC. |
124610 |
801-80932 |
1298 |
3 |
$168,275,320 |
SCOTT SMITH FINANCIAL |
138393 |
801-120476 |
732 |
6 |
$145,478,627 |
A SMARTER WAY TO INVEST, INC. |
166170 |
801-110895 |
537 |
2 |
$92,555,754 |
OPTIMAL CAPITAL ADVISORS, LLC |
144719 |
801-68219 |
368 |
5 |
$112,420,809 |
IPEX, INC. |
124337 |
801-71851 |
47 |
5 |
$2,176,591,026 |
ROBINSON CAPITAL MANAGEMENT, LLC |
166182 |
801-77378 |
38 |
9 |
$846,143,232 |
STRENGTH CAPITAL PARTNERS, LLC |
134320 |
801-64170 |
10 |
7 |
$173,072,000 |
NANTUCKET MULTI MANAGERS, LLC |
129024 |
801-62592 |
3 |
6 |
$358,873,789 |