Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
SPIRE WEALTH MANAGEMENT, LLC |
113908 |
801-60468 |
15951 |
165 |
$4,777,743,993 |
THE ASCENT GROUP, LLC |
314424 |
801-121182 |
4261 |
23 |
$2,880,025,369 |
CASSADAY & COMPANY, INC. |
317672 |
801-122868 |
2822 |
86 |
$4,975,020,215 |
HERITAGE WEALTH ADVISORS |
137484 |
801-64803 |
1493 |
35 |
$4,001,734,968 |
BROCKENBROUGH |
105142 |
801-6691 |
1129 |
31 |
$4,822,664,354 |
ANDERSEN |
124205 |
801-61693 |
446 |
1861 |
$4,963,236,000 |
RICHMOND CAPITAL MANAGEMENT INC |
104636 |
801-17534 |
174 |
21 |
$5,585,261,000 |
HARBOR GROUP INTERNATIONAL, LLC |
285895 |
801-108747 |
123 |
277 |
$3,774,044,152 |
COLUMBIA CAPITAL |
159616 |
801-126354 |
25 |
30 |
$5,998,340,156 |
1607 CAPITAL PARTNERS, LLC |
144758 |
801-68322 |
23 |
18 |
$4,347,576,784 |
57 STARS LLC |
135202 |
801-64608 |
16 |
23 |
$4,583,048,182 |
FOXHAVEN ASSET MANAGEMENT, LP |
168872 |
801-78539 |
5 |
9 |
$5,606,919,722 |
SPIDER MANAGEMENT COMPANY, LLC |
149343 |
801-70963 |
4 |
22 |
$6,056,052,181 |
GLADSTONE MANAGEMENT CORPORATION |
122482 |
801-61440 |
4 |
45 |
$4,150,401,375 |
QUAD-C MANAGEMENT, INC. |
161395 |
801-73741 |
2 |
33 |
$3,071,215,301 |