Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
PRUDENTIAL FINANCIAL PLANNING SERVICES |
5685 |
801-52208 |
106737 |
2500 |
$14,029,321,422 |
ADP STRATEGIC PLAN SERVICES, LLC |
286555 |
801-109013 |
62580 |
11 |
$13,032,552,656 |
BNY MELLON ADVISORS, INC. |
106108 |
801-52378 |
48071 |
20 |
$11,310,947,595 |
BLEAKLEY FINANCIAL GROUP, LLC |
318366 |
801-123232 |
20633 |
165 |
$7,454,388,626 |
PATHSTONE |
151736 |
801-70776 |
18943 |
297 |
$24,835,859,938 |
MODERA WEALTH MANAGEMENT, LLC |
155649 |
801-71973 |
10050 |
111 |
$6,800,794,762 |
CIRCLE WEALTH MANAGEMENT, LLC |
142878 |
801-67841 |
1235 |
16 |
$6,551,177,169 |
JACOBS LEVY EQUITY MANAGEMENT |
107022 |
801-28257 |
128 |
61 |
$17,240,133,787 |
ECP |
155020 |
801-74094 |
56 |
84 |
$18,536,443,333 |
ONEX CREDIT PARTNERS, LLC |
138941 |
801-65396 |
47 |
70 |
$15,730,256,000 |
ZAIS GROUP |
108371 |
801-54979 |
37 |
53 |
$6,408,101,193 |
PGIM PRIVATE PLACEMENT INVESTORS, L.P. |
106442 |
801-43479 |
33 |
274 |
$25,132,819,782 |
HONEYWELL CAPITAL MANAGEMENT LLC |
109537 |
801-61101 |
13 |
17 |
$12,905,541,970 |
CHATHAM ASSET MANAGEMENT, LLC |
157517 |
801-73452 |
13 |
22 |
$9,858,042,175 |
APPALOOSA LP |
281909 |
801-106869 |
2 |
23 |
$13,794,100,984 |