Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
SPIRE WEALTH MANAGEMENT, LLC |
113908 |
801-60468 |
14882 |
138 |
$3,880,542,514 |
CARY STREET PARTNERS |
128545 |
801-64239 |
11387 |
134 |
$5,512,469,144 |
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC |
106060 |
801-37972 |
5210 |
45 |
$4,754,536,565 |
CASSADAY & COMPANY, INC. |
317672 |
801-122868 |
3329 |
83 |
$4,033,817,640 |
HERITAGE WEALTH ADVISORS |
137484 |
801-64803 |
1345 |
32 |
$3,081,765,406 |
BROCKENBROUGH |
105142 |
801-6691 |
1059 |
30 |
$4,240,933,931 |
ANDERSEN |
124205 |
801-61693 |
413 |
1511 |
$4,217,211,000 |
RICHMOND CAPITAL MANAGEMENT INC |
104636 |
801-17534 |
199 |
21 |
$5,376,196,000 |
HARBOR GROUP INTERNATIONAL, LLC |
285895 |
801-108747 |
140 |
129 |
$2,752,252,504 |
1607 CAPITAL PARTNERS, LLC |
144758 |
801-68322 |
27 |
17 |
$3,903,035,396 |
COLUMBIA CAPITAL |
159616 |
801-126354 |
24 |
27 |
$4,651,647,735 |
FOXHAVEN ASSET MANAGEMENT, LP |
168872 |
801-78539 |
5 |
10 |
$4,434,439,180 |
SPIDER MANAGEMENT COMPANY, LLC |
149343 |
801-70963 |
4 |
19 |
$5,912,022,697 |
GLADSTONE MANAGEMENT CORPORATION |
122482 |
801-61440 |
4 |
45 |
$4,175,732,000 |
QUAD-C MANAGEMENT, INC. |
161395 |
801-73741 |
2 |
30 |
$3,033,625,745 |