Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
NAVIGATE PRIVATE WEALTH, LLC |
170774 |
801-79648 |
2024 |
16 |
$459,881,234 |
ASCEND INVESTMENT PARTNERS |
307667 |
801-118514 |
1626 |
9 |
$493,388,105 |
ADAMS WEALTH ADVISORS |
286087 |
801-110862 |
1456 |
20 |
$473,261,221 |
LONE PEAK ADVISERS |
296772 |
801-113427 |
797 |
10 |
$148,039,344 |
FINANCIAL NETWORK WEALTH MANAGEMENT LLC |
308991 |
801-119044 |
698 |
5 |
$231,417,206 |
COTTONWOOD WEALTH STRATEGIES, LLC |
311272 |
801-119782 |
661 |
5 |
$230,715,552 |
FINANCIAL NETWORK WEALTH ADVISORS LLC |
318842 |
801-123661 |
343 |
4 |
$140,873,863 |
ASHWORTH WEALTH, LLC |
116950 |
801-111875 |
299 |
6 |
$261,330,563 |
WEBER GLOBAL MANAGEMENT, INC |
290134 |
801-119042 |
286 |
2 |
$116,617,688 |
SOLIDARITY WEALTH, LLC |
315843 |
801-122536 |
218 |
7 |
$250,763,185 |
SUNDANCE BAY |
301868 |
801-118520 |
8 |
61 |
$718,024,835 |
DECATHLON CAPITAL MANAGEMENT II, LLC |
175030 |
801-108317 |
5 |
12 |
$400,062,285 |
SEVEN CANYONS ADVISORS, LLC |
290334 |
801-112404 |
3 |
7 |
$314,185,701 |
SG TRADING SOLUTIONS, LLC |
322928 |
801-126459 |
2 |
5 |
$100,000,000 |
UTAH PEAKS CAPITAL |
318446 |
801-123387 |
1 |
9 |
$300,000,000 |
STRATEGIC ADVOCATES, LLC |
316858 |
801-126262 |
0 |
3 |
$0 |