Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
HORIZON INVESTMENTS LLC |
109552 |
801-57316 |
3414 |
72 |
$3,816,815,479 |
SALEM INVESTMENT COUNSELORS INC |
104855 |
801-14487 |
2704 |
20 |
$2,995,104,546 |
SMITH SALLEY WEALTH MANAGEMENT |
129614 |
801-62538 |
2136 |
17 |
$2,709,592,506 |
FRANKLIN STREET ADVISORS INC. |
106275 |
801-39635 |
1572 |
37 |
$3,039,682,750 |
BRAGG FINANCIAL ADVISORS INC |
108780 |
801-56890 |
1496 |
31 |
$2,798,665,776 |
BILTMORE FAMILY OFFICE, LLC |
167174 |
801-78011 |
959 |
21 |
$2,322,649,734 |
COLONY FAMILY OFFICES, LLC |
167017 |
801-77764 |
547 |
13 |
$2,184,677,651 |
VERATIS ADVISORS, INC. |
117892 |
801-60849 |
437 |
7 |
$3,681,294,980 |
MAN GLOBAL PRIVATE MARKETS (USA) INC. |
284066 |
801-108173 |
13 |
25 |
$2,672,864,033 |
STEELE CREEK INVESTMENT MANAGEMENT LLC |
170209 |
801-79139 |
12 |
14 |
$3,324,270,274 |
QHP CAPITAL, L.P. |
311710 |
801-120523 |
11 |
19 |
$2,368,083,000 |
VERGER CAPITAL MANAGEMENT |
170125 |
801-79726 |
10 |
15 |
$2,370,595,894 |
PAMLICO CAPITAL |
157532 |
801-74226 |
6 |
35 |
$3,424,690,531 |
FALFURRIAS MANAGEMENT PARTNERS LP |
163076 |
801-100500 |
5 |
30 |
$2,697,534,212 |
CORNERSTONE ADVISORS, LLC |
300891 |
801-114872 |
2 |
5 |
$2,039,250,957 |