Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BELPOINTE ASSET MANAGEMENT LLC |
143440 |
801-69329 |
1805 |
212 |
$3,357,883,404 |
LEGACY WEALTH PLANNING, LLC |
289212 |
801-111791 |
1316 |
10 |
$294,012,521 |
THE INVESTMENT COUNSEL COMPANY |
19608 |
801-32353 |
1156 |
17 |
$1,337,290,200 |
CAPSTONE CAPITAL WEALTH ADVISORS |
123764 |
801-108040 |
820 |
7 |
$339,178,819 |
WEST RIDGE ADVISORS |
282718 |
801-118247 |
807 |
8 |
$171,596,856 |
FORTIS CAPITAL ADVISORS, LLC |
309709 |
801-119354 |
685 |
23 |
$217,743,543 |
SKYOAK CAPITAL, INC. |
154248 |
801-118745 |
654 |
6 |
$193,179,235 |
BUCKLEY WEALTH MANAGEMENT, LLC |
285823 |
801-109016 |
626 |
6 |
$558,049,491 |
SAGE FINANCIAL ADVISORS INC |
107607 |
801-51183 |
576 |
3 |
$230,883,600 |
READ & POWELL FINANCIAL SERVICES, LLC |
130189 |
801-121309 |
561 |
6 |
$122,726,077 |
INVESTMENT MANAGEMENT CONSULTANTS |
122718 |
801-122373 |
376 |
2 |
$339,607,439 |
SUMMIT PORTFOLIO MANAGEMENT LLC |
111243 |
801-46423 |
277 |
3 |
$137,453,441 |
3RD CREEK INVESTMENTS |
115945 |
801-120802 |
234 |
3 |
$131,841,083 |
REDROCK WEALTH MANAGEMENT, LLC |
134562 |
801-111672 |
193 |
4 |
$190,452,000 |
FHN FINANCIAL MAIN STREET ADVISORS, LLC |
133719 |
801-63805 |
26 |
5 |
$15,842,310,000 |
WISER RETIRE, LLC |
306463 |
801-117735 |
0 |
3 |
$0 |