Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
LEGACY WEALTH MANAGEMENT, LLC |
174767 |
801-113480 |
2921 |
36 |
$275,886,111 |
AMERICAN INDEPENDENT SECURITIES GROUP, LLC |
135288 |
801-69138 |
2737 |
33 |
$407,674,041 |
HRC WEALTH MANAGEMENT, LLC |
117212 |
801-106855 |
1673 |
8 |
$266,013,232 |
HELMSTAR WEALTH MANAGEMENT |
145074 |
801-108320 |
1527 |
13 |
$377,188,179 |
WOOD TARVER FINANCIAL |
298793 |
801-114226 |
1285 |
4 |
$280,000,000 |
HAWKE FINANCIAL GROUP |
301733 |
801-116678 |
1056 |
3 |
$183,595,782 |
ONYX FINANCIAL ADVISORS, LLC |
134881 |
801-107355 |
882 |
9 |
$299,838,428 |
ARCADIA INVESTMENT ADVISORS, LLC |
109590 |
801-56607 |
848 |
5 |
$227,324,388 |
TUMWATER WEALTH MANAGEMENT, LLC |
300443 |
801-118103 |
663 |
3 |
$278,787,864 |
SANCTUARY WEALTH MANAGEMENT, LLC |
148779 |
801-81013 |
648 |
10 |
$203,492,661 |
BR WEALTH MANAGEMENT |
307546 |
801-118952 |
579 |
6 |
$197,095,657 |
WEST OAK CAPITAL, LLC |
128473 |
801-62367 |
311 |
8 |
$403,435,494 |
BERKELEY, INC |
117667 |
801-62959 |
203 |
4 |
$301,000,000 |
SELWAY ASSET MANAGEMENT, INC. |
104638 |
801-4424 |
176 |
4 |
$256,294,328 |
SUN VALLEY GOLD LLC |
108858 |
801-56292 |
6 |
12 |
$389,701,968 |