Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
WEALTHCARE INVESTMENT PARTNERS LLC |
296475 |
801-113276 |
2434 |
12 |
$457,674,291 |
SOWA FINANCIAL GROUP |
107646 |
801-43008 |
1253 |
7 |
$310,770,722 |
WEALTH MANAGEMENT RESOURCES, INC. |
45452 |
801-57281 |
1174 |
10 |
$260,983,764 |
NEWMAN DIGNAN & SHEERAR, INC |
107565 |
801-41412 |
1087 |
8 |
$537,800,256 |
SK WEALTH MANAGEMENT, LLC |
109114 |
801-56304 |
1077 |
6 |
$377,172,586 |
HALL CAPITAL MANAGEMENT COMPANY, INC. |
108141 |
801-54286 |
998 |
8 |
$334,572,660 |
BRIGGS ADVISORY GROUP, INC. |
291947 |
801-112491 |
968 |
8 |
$421,357,710 |
BARRETT & COMPANY |
1175 |
801-110786 |
933 |
12 |
$309,379,208 |
LINCOLN CAPITAL CORPORATION |
109922 |
801-38517 |
815 |
6 |
$303,373,998 |
SIGNET INVESTMENT ADVISORY GROUP, INC. |
123910 |
801-61636 |
702 |
9 |
$277,636,246 |
ARLEN CAPITAL, LLC |
118113 |
801-63038 |
686 |
5 |
$284,909,510 |
KLR INVESTMENT ADVISORS, LLC |
124716 |
801-118575 |
439 |
7 |
$252,740,278 |
BLUE FIN CAPITAL, INC. |
108451 |
801-56127 |
392 |
4 |
$365,740,980 |
WEYBOSSET RESEARCH & MANAGEMENT, LLC |
108047 |
801-57627 |
334 |
4 |
$282,853,639 |
MYSTIC ASSET MANAGEMENT |
170361 |
801-79418 |
56 |
3 |
$287,775,496 |