Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
THE HARBOR GROUP, INC. |
105637 |
801-22924 |
3193 |
15 |
$1,543,409,151 |
MASCOMA WEALTH MANAGEMENT |
174907 |
801-80982 |
1348 |
10 |
$381,375,682 |
GROVE STREET FIDUCIARY, LLC |
107703 |
801-43397 |
1191 |
5 |
$358,757,735 |
MILESTONE FINANCIAL PLANNING, LLC |
283439 |
801-107645 |
842 |
12 |
$382,780,986 |
CORNERSTONE FINANCIAL PLANNING, LLC |
129656 |
801-107703 |
820 |
8 |
$266,577,193 |
SEASCAPE CAPITAL MANAGEMENT,LLC |
126928 |
801-79293 |
583 |
6 |
$299,978,752 |
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT |
286628 |
801-118174 |
552 |
4 |
$130,847,487 |
COHEN INVESTMENT ADVISORS, LLC |
168595 |
801-117592 |
551 |
5 |
$151,793,393 |
GRANITE FINANCIAL PARTNERS |
172241 |
801-113236 |
540 |
8 |
$250,118,542 |
FISHER FINANCIAL ADVISORS LLC |
289411 |
801-111086 |
537 |
6 |
$187,382,001 |
VALPEY FINANCIAL SERVICES LLC |
154154 |
801-118576 |
511 |
4 |
$164,196,365 |
THREE BEARINGS FIDUCIARY ADVISORS, INC. |
283926 |
801-108079 |
508 |
4 |
$286,328,020 |
ROBBINS FARLEY LLC |
286581 |
801-118427 |
507 |
5 |
$196,063,476 |
CMH WEALTH MANAGEMENT, LLC |
150138 |
801-70154 |
484 |
7 |
$616,990,175 |
HARBOR ADVISORY CORPORATION |
105151 |
801-8915 |
411 |
3 |
$391,747,800 |
NORTHSTAR FINANCIAL PLANNING, LLC |
117205 |
801-113219 |
377 |
8 |
$193,000,000 |