Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
COPELAND CAPITAL MANAGEMENT, LLC |
135822 |
801-68586 |
2062 |
28 |
$3,958,818,527 |
PARSONS CAPITAL MANAGEMENT, LLC |
114494 |
801-61362 |
1545 |
6 |
$601,455,054 |
STEWART CAPITAL ADVISORS, LLC |
134012 |
801-64212 |
1172 |
10 |
$1,247,934,657 |
BRANDYWINE FINANCIAL GROUP, INC. |
127344 |
801-120393 |
516 |
2 |
$104,143,000 |
VISTA INVESTMENT MANAGEMENT, LLC |
116068 |
801-112652 |
479 |
3 |
$212,170,993 |
CONESTOGA CAPITAL ADVISORS, LLC |
111750 |
801-60133 |
265 |
16 |
$8,883,655,011 |
MCGOWAN & CO LLP |
108736 |
801-56326 |
235 |
3 |
$486,282,826 |
MORGAN STANLEY AIP GP LP |
117050 |
801-60699 |
199 |
185 |
$29,616,726,640 |
GIRARD PENSION SERVICES, LLC |
117901 |
801-60904 |
129 |
11 |
$576,819,200 |
XPONANCE, INC. |
111126 |
801-51407 |
103 |
36 |
$14,863,352,766 |
SUNDANCE ADVISORS |
139741 |
801-66405 |
103 |
2 |
$219,000,000 |
TRINITY INVESTMENT ADVISORS, LLC |
141039 |
801-66958 |
29 |
3 |
$261,593,184 |
OLD GLORY ASSET MANAGEMENT LLC |
126013 |
801-61882 |
19 |
2 |
$618,049,393 |
RADCLIFFE CAPITAL MANAGEMENT, L.P. |
136028 |
801-65461 |
18 |
20 |
$5,820,648,440 |
MORRISON FIDUCIARY ADVISORS, INC. |
127562 |
801-62217 |
16 |
3 |
$1,521,197,255 |
BENEFITWORKS, INC. |
109267 |
801-113855 |
10 |
1 |
$9,488,602 |