Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
PBMARES WEALTH MANAGEMENT LLC |
116218 |
801-62425 |
2108 |
17 |
$1,005,595,256 |
KATZ FAMILY FINANCIAL ADVISORS, LLC |
133600 |
801-81034 |
340 |
3 |
$96,011,000 |
ALPHA ADVISORS, LLC |
118107 |
801-113120 |
335 |
5 |
$157,789,370 |
BLUE EDGE CAPITAL, LLC |
155613 |
801-77861 |
300 |
5 |
$555,548,826 |
8TH STREET INVESTMENTS, LLC |
148727 |
801-121413 |
193 |
3 |
$164,562,050 |
CHESAPEAKE INVESTMENT MANAGEMENT LLC |
119010 |
801-60951 |
140 |
6 |
$140,000,000 |
CLOSED-END FUND ADVISORS |
115562 |
801-113697 |
133 |
5 |
$171,037,580 |
RESOURCE 1, INC. |
115816 |
801-123616 |
102 |
2 |
$118,584,522 |
AEGIS FINANCIAL CORPORATION |
111587 |
801-46901 |
66 |
4 |
$238,153,983 |
INVESTURE, LLC |
130099 |
801-62689 |
48 |
40 |
$36,279,378,598 |
HOMESTEAD ADVISERS CORP. |
109845 |
801-37391 |
21 |
36 |
$8,487,756,997 |
FJ CAPITAL MANAGEMENT LLC |
158049 |
801-78866 |
15 |
16 |
$1,409,865,000 |
HARREN EQUITY PARTNERS, LLC |
158494 |
801-74107 |
5 |
10 |
$495,561,264 |
HUNDREDFOLD ADVISORS, LLC |
131854 |
801-63226 |
1 |
2 |
$278,500,000 |
UNION STREET PARTNERS LLC |
156148 |
801-72120 |
1 |
2 |
$61,669,453 |
PRECIPIO WEALTH MANAGEMENT LLC |
150310 |
801-70369 |
0 |
4 |
$0 |