Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
SAX WEALTH ADVISORS, LLC |
119193 |
801-68788 |
2404 |
13 |
$1,360,874,502 |
WEALTH MANAGEMENT ASSOCIATES, INC. |
117606 |
801-79993 |
1883 |
15 |
$522,124,442 |
ALLIANCE WEALTH MANAGEMENT GROUP, LLC |
169573 |
801-78935 |
946 |
17 |
$356,174,269 |
IBEX WEALTH ADVISORS, LLC |
168674 |
801-78971 |
894 |
8 |
$676,979,913 |
OMEGA CAPITAL MANAGEMENT, LLC |
129167 |
801-120681 |
566 |
2 |
$114,637,772 |
BECKERMAN INSTITUTIONAL, LLC |
142480 |
801-120898 |
454 |
4 |
$149,253,596 |
TA CAPITAL MANAGEMENT, LLC |
169326 |
801-78797 |
264 |
3 |
$283,005,406 |
UNIO CAPITAL LLC |
166483 |
801-108533 |
219 |
5 |
$275,352,293 |
PGIM QUANTITATIVE SOLUTIONS |
129752 |
801-62692 |
121 |
213 |
$115,334,997,467 |
BC ADVISORS, LLC |
142982 |
801-67595 |
111 |
7 |
$4,360,105,631 |
ALTMAN INVESTMENT MANAGEMENT LLC |
113832 |
801-60387 |
60 |
5 |
$113,709,424 |
CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC |
165763 |
801-107502 |
46 |
3 |
$205,993,475 |
ASSET MANAGEMENT CONSULTING SERVICES, INC. |
128793 |
801-62460 |
9 |
2 |
$138,362,851 |
SENSUS INVESTMENT MANAGEMENT |
145961 |
801-68660 |
8 |
1 |
$56,853,123 |
E&P ASSET MANAGEMENT USA, INC. |
166672 |
801-85167 |
5 |
9 |
$540,980,212 |
SP PARTNERS |
161483 |
801-73613 |
3 |
2 |
$34,854,000 |