Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
HEALTHEQUITY ADVISORS |
167105 |
801-78001 |
107327 |
8 |
$1,194,434,022 |
B.O.S.S. RETIREMENT ADVISORS, LLC |
171143 |
801-117974 |
11886 |
65 |
$1,060,864,881 |
PORTSIDE WEALTH GROUP, LLC |
325175 |
801-127529 |
6507 |
43 |
$1,125,318,236 |
PHYSICIAN WEALTH ADVISORS, INC. |
106043 |
801-63664 |
6048 |
15 |
$1,532,368,890 |
CAPITA FINANCIAL NETWORK, LLC |
290558 |
801-112411 |
4976 |
40 |
$1,461,172,171 |
THE NORDEN GROUP LLC |
323988 |
801-127137 |
3913 |
29 |
$1,739,496,789 |
TRUENORTH WEALTH |
142205 |
801-68446 |
2536 |
17 |
$1,017,412,752 |
ALBION FINANCIAL GROUP |
105957 |
801-18270 |
2292 |
30 |
$1,597,683,119 |
ALTA CAPITAL MANAGEMENT LLC |
106786 |
801-50778 |
1396 |
28 |
$1,710,281,631 |
CREWE ADVISORS |
173920 |
801-80723 |
1096 |
24 |
$1,620,494,059 |
ZIONS CAPITAL ADVISORS, INC. |
131308 |
801-63287 |
86 |
16 |
$1,759,671,621 |
WEST RIM CAPITAL ASSOCIATES II, L.P. |
145085 |
801-68453 |
20 |
29 |
$1,623,718,883 |
CROSS CREEK ADVISORS, LLC |
165803 |
801-77391 |
17 |
19 |
$1,336,044,913 |
DW HEALTHCARE PARTNERS |
160555 |
801-73231 |
11 |
38 |
$1,538,053,907 |
TOWER ARCH CAPITAL |
169057 |
801-100344 |
7 |
21 |
$1,896,142,535 |