Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
HEALTHEQUITY ADVISORS |
167105 |
801-78001 |
102270 |
8 |
$1,069,392,062 |
PHYSICIAN WEALTH ADVISORS, INC. |
106043 |
801-63664 |
5064 |
14 |
$1,326,456,795 |
CAPITA FINANCIAL NETWORK, LLC |
290558 |
801-112411 |
4297 |
31 |
$1,163,105,301 |
SUMMIT GLOBAL INVESTMENTS, LLC |
157091 |
801-76631 |
3710 |
21 |
$1,536,735,753 |
FORESIGHT WEALTH MANAGEMENT, LLC |
153881 |
801-90167 |
3243 |
21 |
$1,347,928,530 |
TRUENORTH WEALTH |
142205 |
801-68446 |
2452 |
17 |
$879,942,760 |
ALBION FINANCIAL GROUP |
105957 |
801-18270 |
2285 |
32 |
$1,409,105,915 |
ALTA CAPITAL MANAGEMENT LLC |
106786 |
801-50778 |
1572 |
25 |
$1,473,348,203 |
CREWE ADVISORS |
173920 |
801-80723 |
1044 |
20 |
$1,288,269,950 |
THE NORDEN GROUP LLC |
323988 |
801-127137 |
1004 |
15 |
$899,716,663 |
CROSS CREEK ADVISORS, LLC |
165803 |
801-77391 |
17 |
18 |
$1,410,697,153 |
ENHANCED HEALTHCARE MANAGEMENT COMPANY |
157622 |
801-73282 |
13 |
15 |
$1,082,516,273 |
DW HEALTHCARE PARTNERS |
160555 |
801-73231 |
12 |
36 |
$1,308,076,951 |
SUNDANCE BAY |
301868 |
801-118520 |
6 |
78 |
$987,801,452 |
TOWER ARCH CAPITAL |
169057 |
801-100344 |
5 |
17 |
$890,840,879 |