Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
CREATIVEONE SECURITIES, LLC |
152974 |
801-78158 |
20986 |
180 |
$1,716,928,244 |
BARBER FINANCIAL GROUP |
152043 |
801-72065 |
7936 |
43 |
$1,509,131,163 |
MODERN WEALTH MANAGEMENT, LLC |
324624 |
801-127231 |
7700 |
58 |
$1,535,399,313 |
THE RETIREMENT PLANNING GROUP, LLC |
129625 |
801-62655 |
6117 |
24 |
$1,549,489,960 |
V WEALTH ADVISORS LLC |
153278 |
801-71232 |
4746 |
69 |
$1,518,196,247 |
TRIUNE FINANCIAL PARTNERS, LLC |
152277 |
801-70960 |
2623 |
22 |
$939,728,613 |
PRISM FINANCIAL GROUP, L.L.C. |
112315 |
801-61646 |
2134 |
7 |
$1,239,251,003 |
MERITAGE PORTFOLIO MANAGEMENT, INC. |
107177 |
801-39348 |
1415 |
17 |
$1,910,042,932 |
KAVAR CAPITAL PARTNERS |
311744 |
801-119947 |
1326 |
5 |
$1,017,484,224 |
DEAN CAPITAL MANAGEMENT |
145666 |
801-68942 |
551 |
6 |
$845,899,533 |
SUNESIS ADVISORS, LLC |
159114 |
801-72788 |
497 |
6 |
$1,096,555,847 |
TWO WEST CAPITAL ADVISORS LLC |
154543 |
801-76551 |
455 |
15 |
$2,113,780,226 |
COLUMBIA CAPITAL MANAGEMENT, LLC |
112773 |
801-55499 |
74 |
15 |
$1,391,084,759 |
VETA INVESTMENT PARTNERS, LLC |
309023 |
801-119046 |
4 |
6 |
$1,907,976,561 |
PALMER SQUARE BDC ADVISOR LLC |
306742 |
801-117865 |
1 |
48 |
$1,014,693,280 |