| 107,994 |
Abacus Planning Group, Inc. |
Abacus Planning Group, Inc. |
|
2500 Devine St |
|
Columbia |
SC |
|
http://www.abacusplanninggroup.com |
1681 |
2,566.00 |
655,350.00 |
8 |
303.00 |
251-500 Clients |
http://www.facebook.com/pages/Abacus-Planning-Group-Inc/132536133463277?sk=wall |
https://www.linkedin.com/company/abacus-planning-group/ |
|
|
| 108,525 |
Aberdeen Wealth Management LLC |
Aberdeen Wealth Management LLC |
|
515 Glen Ave |
|
Lake Bluff |
IL |
|
|
569 |
433.00 |
1,314,867.00 |
2 |
204.00 |
51-100 Clients |
|
|
|
|
| 285,903 |
Abound Wealth Management, LLC |
Abound Wealth Management, LLC |
|
317 Main St |
Ste 201 |
Franklin |
TN |
|
http://www.aboundwealth.com |
1065 |
3,513.00 |
303,246.00 |
6 |
654.00 |
500 |
https://www.facebook.com/themoneyguyshow |
|
|
https://www.youtube.com/MONEYGUYSHOW |
| 105,439 |
Accredited Investors Wealth Management |
Accredited Investors Wealth Management |
|
5200 W 73rd St |
|
Minneapolis |
MN |
[email protected] |
http://www.accredited.com |
3359 |
4,519.00 |
743,386.00 |
4 |
600.00 |
598 |
https://www.facebook.com/Accredited-Investors-Wealth-Management-101036632043906 |
https://www.linkedin.com/company/accredited-investors-inc-/ |
https://twitter.com/accredited360 |
|
| 121,307 |
Acropolis Investment Management, L.L.C. |
Acropolis Investment Management, L.L.C. |
|
14567 N Outer 40 Rd |
Ste 200 |
Chesterfield |
MO |
[email protected] |
http://acrinv.com |
1921 |
3,695.00 |
520,100.00 |
12 |
1,160.00 |
1,000 |
|
https://www.linkedin.com/company/acropolis-investment-management-llc/ |
https://twitter.com/acropolisInvest |
|
| 297,808 |
Adero Partners, LLC |
Adero Partners, LLC |
|
1646 N California Blvd |
Ste 320 |
Walnut Creek |
CA |
[email protected] |
https://aderopartners.com |
4035 |
3,511.00 |
1,149,435.00 |
18 |
907.00 |
500 |
https://www.facebook.com/aderopartners/ |
https://www.linkedin.com/company/adero-partners/ |
|
|
| 134,429 |
Aegis Wealth |
Aegis Wealth |
|
6903 Rockledge Dr |
Ste 530 |
Bethesda |
MD |
|
http://www.aegiswealth.com |
698 |
498.00 |
1,403,164.00 |
1 |
139.00 |
51-100 Clients |
|
https://www.linkedin.com/company/aegis-wealth-management/about/ |
|
|
| 127,625 |
Aequitas Investment Advisors, LLC |
Aequitas Investment Advisors, LLC |
|
175 Derby St |
Ste 24 |
Hingham |
MA |
[email protected] |
http://aequitas-inv.com |
709 |
1,431.00 |
495,712.00 |
1 |
184.00 |
101-250 Clients |
|
|
|
|
| 108,590 |
Alesco Advisors LLC |
Alesco Advisors LLC |
|
120 Office Park Way |
|
Pittsford |
NY |
[email protected] |
http://www.alescoadvisors.com |
4430 |
1,615.00 |
2,743,174.00 |
4 |
622.00 |
51-100 Clients |
|
https://www.linkedin.com/company/ALESCO-ADVISORS-LLC/ |
|
|
| 176,516 |
Align Impact, LLC |
Align Impact, LLC |
|
429 Santa Monica Blvd |
Ste 500 |
Santa Monica |
CA |
[email protected] |
https://alignimpact.com |
728 |
47.00 |
15,497,517.00 |
3 |
76.00 |
51-100 Clients |
|
https://www.linkedin.com/company/align-impact |
https://twitter.com/alignimpact |
|
| 288,462 |
Allium Financial Advisors, LLC |
Allium Financial Advisors, LLC |
|
310 N State St |
Ste 208 |
Lake Oswego |
OR |
[email protected] |
http://www.alliumfinancial.com |
558 |
763.00 |
731,529.00 |
4 |
168.00 |
51-100 Clients |
|
|
|
|
| 174,346 |
AlphaCore Capital LLC |
AlphaCore Capital LLC |
|
875 Prospect St |
Ste 315 |
La Jolla |
CA |
[email protected] |
http://www.alphacorecap.com |
2441 |
3,059.00 |
798,290.00 |
19 |
1,182.00 |
101-250 Clients |
|
https://www.linkedin.com/company/alphacore-capital-llc/ |
https://twitter.com/alphacorecap |
|
| 110,130 |
Altfest Personal Wealth Management |
Altfest Personal Wealth Management |
|
445 Park Ave |
Fl 6 |
New York |
NY |
|
http://www.altfest.com |
1578 |
3,328.00 |
474,370.00 |
11 |
684.00 |
500 |
https://www.facebook.com/altfestpwm |
https://www.linkedin.com/company/altfestpersonalwealthmanagement |
https://twitter.com/altfestpwm |
|
| 124,205 |
Andersen |
Andersen |
|
1861 International Dr |
Ste 501 |
McLean |
VA |
|
http://www.andersentax.com |
4963 |
446.00 |
11,128,331.00 |
3 |
562.00 |
251-500 Clients |
https://www.facebook.com/AndersenTaxLLC |
https://www.linkedin.com/company/andersen-tax/ |
https://twitter.com/AndersenTax |
|
| 155,210 |
Apex Financial Advisors, Inc |
Apex Financial Advisors, Inc |
|
85 S Main St |
|
Morrisville |
PA |
[email protected] |
http://www.apexfinancialadvisors.com |
537 |
553.00 |
972,720.00 |
1 |
114.00 |
101-250 Clients |
|
https://www.linkedin.com/company/apex-financial-advisors-inc./ |
|
|
| 169,570 |
Arbor Wealth Advisors LLC |
Arbor Wealth Advisors LLC |
|
101 W Big Beaver Rd |
Ste 1400 |
Troy |
MI |
[email protected] |
http://www.arbor-wealth.com |
514 |
282.00 |
1,823,898.00 |
1 |
76.00 |
51-100 Clients |
|
https://www.linkedin.com/company/arbor-wealth-advisors-llc/ |
|
|
| 116,165 |
Argos Capital Partners, LLC |
Argos Capital Partners, LLC |
|
477 N Lindbergh Blvd |
Ste 200 |
Saint Louis |
MO |
[email protected] |
http://www.argoscapitalpartners.com |
1634 |
993.00 |
1,645,952.00 |
2 |
70.00 |
51-100 Clients |
|
|
|
|
| 107,347 |
Armstrong, Fleming & Moore, Inc. |
Armstrong, Fleming & Moore, Inc. |
|
1800 M St NW |
Ste 1010-S |
Washington |
DC |
[email protected] |
http://www.afmfa.com |
1039 |
447.00 |
2,325,438.00 |
9 |
447.00 |
26-50 Clients |
|
|
|
|
| 119,050 |
Aspen Capital Management, LLC |
Aspen Capital Management, LLC |
|
101 S Capitol Blvd |
Ste 610 |
Boise |
ID |
|
http://www.aspencapitalmgmt.com |
1010 |
1,424.00 |
709,269.00 |
5 |
275.00 |
101-250 Clients |
https://www.facebook.com/AspenCapital/ |
https://www.linkedin.com/company/aspen-capital-management/ |
|
|
| 127,036 |
Atlas Capital Advisors Inc. |
Atlas Capital Advisors Inc. |
|
38 Keyes Ave |
Ste 200 |
San Francisco |
CA |
[email protected] |
http://www.atlasca.com |
908 |
472.00 |
1,925,828.00 |
0 |
181.00 |
51-100 Clients |
https://www.facebook.com/atlasca.sf/ |
|
|
|
| 104,995 |
Atwood & Palmer, Inc. |
Atwood & Palmer, Inc. |
|
4520 Madison Ave |
Ste 200 |
Kansas City |
MO |
[email protected] |
http://www.atwoodpalmer.com |
1439 |
1,176.00 |
1,224,378.00 |
5 |
490.00 |
51-100 Clients |
|
https://www.linkedin.com/company/atwood-&-palmer-inc-/ |
https://twitter.com/ATWOODPALMER |
|
| 105,441 |
Austin Asset |
Austin Asset |
|
7200 N Mo Pac Expy |
Ste 315 |
Austin |
TX |
[email protected] |
http://www.austinasset.com |
1539 |
2,310.00 |
666,376.00 |
2 |
451.00 |
251-500 Clients |
https://www.facebook.com/AustinAsset/ |
https://www.linkedin.com/company/austin-asset-management |
https://twitter.com/austinasset |
|
| 173,624 |
Autumn Lane Advisors, LLC |
Autumn Lane Advisors, LLC |
|
7500 San Felipe St |
Ste 825 |
Houston |
TX |
[email protected] |
https://www.autumnlanellc.com |
968 |
495.00 |
1,957,328.00 |
0 |
62.00 |
26-50 Clients |
|
|
|
|
| 146,597 |
Aviance Capital Partners LLC |
Aviance Capital Partners LLC |
|
2180 Immokalee Rd |
Ste 301 |
Naples |
FL |
[email protected] |
http://www.aviancecapitalpartners.com |
632 |
721.00 |
876,962.00 |
2 |
282.00 |
26-50 Clients |
https://www.facebook.com/aviancecapitalpartners |
https://www.linkedin.com/company/aviance-capital-partners/ |
|
|
| 127,186 |
Avidian Wealth Solutions, LLC |
Avidian Wealth Solutions, LLC |
|
800 Town and Country Blvd |
Ste 220 |
Houston |
TX |
|
https://avidianwealth.com |
3110 |
6,015.00 |
517,198.00 |
25 |
3,662.00 |
251-500 Clients |
|
https://www.linkedin.com/company/avidian-wealth/ |
|
https://www.youtube.com/avidianwealth |
| 134,242 |
Avion Wealth |
Avion Wealth |
|
2829 Technology Forest Blvd |
Ste 300 |
Spring |
TX |
[email protected] |
https://www.avionwealth.com |
780 |
2,039.00 |
382,711.00 |
7 |
248.00 |
251-500 Clients |
https://www.facebook.com/AvionWealth |
https://www.linkedin.com/company/efficient-wealth-management-llc |
https://twitter.com/avionwealth |
|
| 291,155 |
Avitas Wealth Management, LLC |
Avitas Wealth Management, LLC |
|
1901 Avenue of the Stars |
Ste 1901 |
Los Angeles |
CA |
[email protected] |
http://avitaswealth.com |
996 |
714.00 |
1,395,435.00 |
4 |
244.00 |
51-100 Clients |
|
https://www.linkedin.com/company/avitas-wealth-management/ |
|
|
| 106,139 |
Bahl & Gaynor Inc |
Bahl & Gaynor Inc |
|
255 E 5th St |
Ste 2700 |
Cincinnati |
OH |
[email protected] |
https://www.bahl-gaynor.com |
20232 |
3,155.00 |
6,412,951.00 |
7 |
867.00 |
251-500 Clients |
|
https://www.linkedin.com/company/bahl-&-gaynor-investment-counsel/ |
https://twitter.com/bahlgaynor |
|
| 110,550 |
Bailard, Inc. |
Bailard, Inc. |
|
950 Tower Ln |
Ste 1900 |
San Mateo |
CA |
[email protected] |
http://www.bailard.com |
6062 |
2,451.00 |
2,473,542.00 |
12 |
1,035.00 |
101-250 Clients |
|
https://www.linkedin.com/company/bailard-inc./ |
|
|
| 128,066 |
Baker Street Advisors, LLC |
Baker Street Advisors, LLC |
|
575 Market St |
Ste 600 |
San Francisco |
CA |
[email protected] |
http://www.bakerstreetadvisors.com |
14500 |
4,628.00 |
3,133,102.00 |
1 |
504.00 |
251-500 Clients |
https://www.facebook.com/BakerStreetAdvisors/ |
https://www.linkedin.com/company/baker-street-advisors/ |
|
|
| 132,657 |
BakerAvenue |
BakerAvenue |
|
1 Embarcadero Ctr |
Ste 2530 |
San Francisco |
CA |
|
http://www.bakerave.com |
2592 |
2,688.00 |
964,540.00 |
9 |
828.00 |
26-50 Clients |
|
https://www.linkedin.com/company/bakerave |
https://twitter.com/BAKERAVE |
|
| 152,511 |
Balentine |
Balentine |
|
3344 Peachtree Rd NE |
Ste 2200 |
Atlanta |
GA |
[email protected] |
http://www.balentine.com |
4691 |
3,512.00 |
1,335,786.00 |
5 |
412.00 |
101-250 Clients |
https://www.facebook.com/Balentine-The-Art-Science-of-Investing-109250285760841 |
https://www.linkedin.com/company/balentine/ |
https://twitter.com/balentweet |
|
| 152,802 |
Ballentine Partners |
Ballentine Partners |
|
230 3rd Ave |
Ste 6 |
Waltham |
MA |
[email protected] |
https://ballentinepartners.com |
10768 |
6,390.00 |
1,685,228.00 |
28 |
346.00 |
251-500 Clients |
|
https://www.linkedin.com/company/2220341?trk=tyah&trkinfo=tarid%3a1410027835720%2ctas%3aballentine%20partners%2cidx%3a1-1-1 |
|
https://www.youtube.com/channel/UCGUNtCYW9pJfz9WL9X-vPyw |
| 153,117 |
Baron Wealth Management, LLC |
Baron Wealth Management, LLC |
|
3150 Livernois Rd |
Ste 250 |
Troy |
MI |
[email protected] |
http://www.baron-wealth.com |
626 |
617.00 |
1,015,464.00 |
0 |
145.00 |
101-250 Clients |
|
|
|
|
| 292,246 |
Bartlett & Co. Wealth Management LLC |
Bartlett & Co. Wealth Management LLC |
|
600 Vine St |
Ste 2100 |
Cincinnati |
OH |
|
https://bartlett1898.com |
8441 |
5,859.00 |
1,440,708.00 |
27 |
2,232.00 |
101-250 Clients |
https://www.facebook.com/Bartlett1898/ |
https://www.linkedin.com/company/112394/ |
https://www.twitter.com/Bartlett1898 |
|
| 165,450 |
Bason Asset Management |
Bason Asset Management |
|
355 S Teller St |
Ste 200 |
Denver |
CO |
[email protected] |
http://www.basonasset.com |
618 |
723.00 |
854,995.00 |
2 |
157.00 |
101-250 Clients |
https://www.facebook.com/BasonAsset/ |
|
|
|
| 109,688 |
BBR Partners, LLC |
BBR Partners, LLC |
|
55 E 52nd St |
Fl 18 |
New York |
NY |
[email protected] |
http://www.bbrpartners.com |
28082 |
4,600.00 |
6,104,913.00 |
23 |
1,834.00 |
101-250 Clients |
|
https://www.linkedin.com/company/bbr-partners/ |
|
|
| 119,290 |
Beacon Pointe Advisors, LLC |
Beacon Pointe Advisors, LLC |
|
24 Corporate Plaza Dr |
Ste 150 |
Newport Beach |
CA |
[email protected] |
https://beaconpointe.com |
31279 |
47,098.00 |
664,146.00 |
206 |
15,053.00 |
5,800 |
https://www.facebook.com/BeaconPointeAdvisors |
https://www.linkedin.com/company/beacon-pointe-advisors/ |
http://www.twitter.com/BPAdvisors |
https://www.youtube.com/user/thebpadvisors |
| 107,238 |
Beaird Harris |
Beaird Harris |
|
5005 Lyndon B Johnson Fwy |
Ste 1700 |
Dallas |
TX |
[email protected] |
http://www.bh-co.com |
1669 |
2,968.00 |
562,613.00 |
5 |
710.00 |
500 |
https://www.facebook.com/BeairdHarris/ |
https://www.linkedin.com/company/beairdharris |
https://twitter.com/beairdharris |
https://www.youtube.com/channel/UCNJ1UvxNAh13oDbB3tvAnyg |
| 105,653 |
Bedel Financial Consulting Inc |
Bedel Financial Consulting Inc |
|
8940 River Crossing Blvd |
Ste 120 |
Indianapolis |
IN |
[email protected] |
https://www.bedelfinancial.com |
2137 |
4,806.00 |
444,732.00 |
6 |
1,086.00 |
1,000 |
https://www.facebook.com/BedelFinancial/ |
https://www.linkedin.com/company/3855802/ |
https://twitter.com/BedelFinancial |
|
| 108,383 |
Bell Investment Advisors Inc |
Bell Investment Advisors Inc |
|
1111 Broadway |
Ste 1630 |
Oakland |
CA |
[email protected] |
https://www.bellinvest.com |
644 |
1,156.00 |
557,558.00 |
6 |
451.00 |
51-100 Clients |
|
https://www.linkedin.com/company/111770/ |
https://twitter.com/bellinvest |
https://www.youtube.com/user/bellinvest |
| 167,174 |
Biltmore Family Office, LLC |
Biltmore Family Office, LLC |
|
500 East Blvd |
|
Charlotte |
NC |
[email protected] |
http://www.biltmorefamilyoffice.com |
2892 |
981.00 |
2,948,483.00 |
5 |
79.00 |
51-100 Clients |
|
https://www.linkedin.com/company/biltmore-family-office-llc/ |
|
|
| 143,208 |
BIP Wealth, LLC |
BIP Wealth, LLC |
|
3575 Piedmont Rd NE |
Bldg 15-730 |
Atlanta |
GA |
[email protected] |
https://bipwealth.com |
2833 |
7,272.00 |
389,694.00 |
28 |
1,446.00 |
1,000 |
https://www.facebook.com/BIPWealth/ |
https://www.linkedin.com/company/bip-wealth/ |
https://twitter.com/bipwealth |
|
| 154,623 |
Black Coral Financial Advisors, LLC |
Black Coral Financial Advisors, LLC |
|
500 International Dr |
Ste 300 |
Budd Lake |
NJ |
[email protected] |
http://blackcoralfa.com |
936 |
1,956.00 |
478,549.00 |
2 |
286.00 |
101-250 Clients |
|
|
|
|
| 145,108 |
Black Diamond Financial, LLC |
Black Diamond Financial, LLC |
|
305 W Pennsylvania Ave |
|
Towson |
MD |
[email protected] |
https://www.blackdfinancial.com |
701 |
274.00 |
2,559,953.00 |
4 |
274.00 |
101-250 Clients |
|
|
|
|
| 104,795 |
Blankinship & Foster, LLC |
Blankinship & Foster, LLC |
|
420 Stevens Ave |
Ste 250 |
Solana Beach |
CA |
[email protected] |
http://www.bfadvisors.com |
780 |
1,001.00 |
779,586.00 |
6 |
308.00 |
101-250 Clients |
https://www.facebook.com/BlankinshipFoster/ |
https://www.linkedin.com/company/blankinship-&-foster-llc/ |
https://twitter.com/BFADVISORS |
|
| 116,760 |
BlueSky Wealth Advisors, LLC |
BlueSky Wealth Advisors, LLC |
|
2131 S Glenburnie Rd |
Ste 8 |
New Bern |
NC |
[email protected] |
http://blueskywa.com |
730 |
1,559.00 |
468,366.00 |
8 |
349.00 |
251-500 Clients |
|
|
|
|
| 111,768 |
Blume Capital Management, Inc. |
Blume Capital Management, Inc. |
|
1708 Shattuck Ave |
|
Berkeley |
CA |
|
http://www.blumecapital.com |
639 |
860.00 |
744,086.00 |
0 |
232.00 |
26-50 Clients |
|
|
|
|
| 287,758 |
Bordeaux Wealth Advisors |
Bordeaux Wealth Advisors |
|
1550 El Camino Real |
Ste 100 |
Menlo Park |
CA |
[email protected] |
http://www.bordeauxwealthadvisors.com |
4437 |
247.00 |
17,965,473.00 |
16 |
247.00 |
101-250 Clients |
|
https://www.linkedin.com/company/bordeaux-wealth-advisors/ |
|
|
| 107,643 |
Boston Research and Management, Inc. |
Boston Research and Management, Inc. |
|
40 Beach St |
Ste 200 |
Manchester |
MA |
[email protected] |
https://www.bostonrm.com |
582 |
478.00 |
1,217,727.00 |
2 |
133.00 |
26-50 Clients |
|
|
|
|
| 106,928 |
Bradley Foster & Sargent Inc |
Bradley Foster & Sargent Inc |
https://worth.com/company/bradley-foster-sargent/ |
185 Asylum St |
City Place Ii, 11 Fl |
Hartford |
CT |
[email protected] |
http://www.bfsinvest.com |
7253 |
4,439.00 |
1,634,030.00 |
0 |
4,439.00 |
51-100 Clients |
|
|
|
|
| 297,021 |
Brandywine Oak Private Wealth LLC |
Brandywine Oak Private Wealth LLC |
|
500 Old Forge Ln |
Ste 501 |
Kennett Square |
PA |
[email protected] |
https://brandywineoak.com |
1253 |
2,679.00 |
467,844.00 |
8 |
473.00 |
251-500 Clients |
https://www.facebook.com/brandywineoak |
https://www.linkedin.com/company/brandywine-oak-private-wealth/ |
|
|
| 169,314 |
Breeds Hill Capital LLC |
Breeds Hill Capital LLC |
|
1 Thompson Sq |
Ste 301 |
Charlestown |
MA |
|
http://www.breedshillcapital.com |
1973 |
508.00 |
3,885,807.00 |
0 |
38.00 |
26-50 Clients |
|
https://www.linkedin.com/company/breed's-hill-capital/about/ |
|
|
| 105,638 |
Briaud Financial Advisors |
Briaud Financial Advisors |
|
1611 Crescent Pointe Pkwy |
|
College Station |
TX |
[email protected] |
http://www.briaud.com |
705 |
1,973.00 |
357,342.00 |
1 |
324.00 |
251-500 Clients |
https://www.facebook.com/pages/category/Financial-Planner/Briaud-Financial-Advisors-1636616736600797/ |
https://www.linkedin.com/company/briaud-financial-advisors/ |
https://twitter.com/BriaudAdvisors |
|
| 109,826 |
Bridgewater Advisors Inc. |
Bridgewater Advisors Inc. |
|
600 5th Ave |
Fl 26 |
New York |
NY |
[email protected] |
http://www.bridgewateradv.com |
1904 |
2,649.00 |
718,788.00 |
7 |
512.00 |
101-250 Clients |
|
https://www.linkedin.com/company/bridgewater-advisors-inc./ |
|
|
| 108,601 |
Brighton Jones LLC |
Brighton Jones LLC |
|
2030 1st Ave |
Fl 3 |
Seattle |
WA |
[email protected] |
http://www.brightonjones.com |
12488 |
2,978.00 |
4,193,535.00 |
110 |
3,235.00 |
3,500 |
https://www.facebook.com/pages/Brighton-Jones/106255223161 |
https://www.linkedin.com/company/brighton-jones |
https://twitter.com/Brighton_Jones_ |
|
| 143,550 |
Broadview Financial Management, LLC |
Broadview Financial Management, LLC |
|
111 Heritage Reserve |
Ste 100 |
Menomonee Falls |
WI |
[email protected] |
https://www.broadviewfinancial.com |
548 |
1,284.00 |
427,548.00 |
0 |
357.00 |
101-250 Clients |
|
|
|
|
| 107,485 |
BSW Wealth Partners |
BSW Wealth Partners |
|
2300 Broadway St |
|
Boulder |
CO |
|
http://www.bsw.com |
1837 |
3,752.00 |
489,717.00 |
14 |
416.00 |
251-500 Clients |
|
https://www.linkedin.com/company/bsw-wealth-partners/ |
https://twitter.com/BSW_WEALTHPTNRS |
|
| 105,211 |
Burt Wealth Advisors |
Burt Wealth Advisors |
|
6116 Executive Blvd |
Ste 500 |
Rockville |
MD |
[email protected] |
http://www.burtwealth.com |
796 |
1,309.00 |
608,139.00 |
8 |
387.00 |
101-250 Clients |
|
https://www.linkedin.com/company/burt-wealth-advisors/ |
|
|
| 118,376 |
Burton Enright Welch |
Burton Enright Welch |
|
1850 Mt Diablo Blvd |
Ste 335 |
Walnut Creek |
CA |
|
http://www.bewinvest.com |
1133 |
638.00 |
1,777,101.00 |
10 |
630.00 |
251-500 Clients |
|
https://www.linkedin.com/company/burton-enright-welch/about/ |
|
|
| 107,327 |
Cabot Wealth Management |
Cabot Wealth Management |
|
216 Essex St |
|
Salem |
MA |
[email protected] |
http://www.ecabot.com |
1006 |
1,736.00 |
580,008.00 |
3 |
644.00 |
101-250 Clients |
https://www.facebook.com/cabotwealthmanagement |
https://www.linkedin.com/company/cabot-money-management/ |
https://twitter.com/cabotwealthmgmt |
|
| 151,675 |
Cahaba Wealth Management, Inc. |
Cahaba Wealth Management, Inc. |
|
1200 Peachtree St NE |
Ste 610 |
Atlanta |
GA |
|
http://www.cahabawealth.com |
1496 |
674.00 |
2,220,215.00 |
7 |
758.00 |
635 |
https://www.facebook.com/pages/cahaba-wealth-management-inc/757993420897721 |
https://www.linkedin.com/company/cahaba-wealth-management-inc./ |
|
|
| 142,527 |
Callan Capital, LLC |
Callan Capital, LLC |
|
1250 Prospect St |
Ste 01 |
La Jolla |
CA |
[email protected] |
http://www.callancapital.com |
1883 |
1,288.00 |
1,462,576.00 |
6 |
328.00 |
51-100 Clients |
|
https://www.linkedin.com/company/callan-capital |
|
|
| 164,971 |
Canal Capital Management, LLC |
Canal Capital Management, LLC |
|
9 S 5th St |
|
Richmond |
VA |
|
http://www.canalcapitalmanagement.com |
1076 |
1,781.00 |
604,498.00 |
2 |
405.00 |
101-250 Clients |
|
|
https://twitter.com/CanalCapitalMgt |
|
| 150,091 |
Cap Strat |
Cap Strat |
|
1 Parkview Plz |
Ste 620 |
Villa Park |
IL |
|
http://www.capstratig.com |
19147 |
2,100.00 |
9,118,010.00 |
1 |
349.00 |
101-250 Clients |
https://business.facebook.com/capitalstrategiesinvestmentgroup/?business_id=225392771198806 |
https://www.linkedin.com/company/capital-strategies-investment-group |
https://twitter.com/capstratig |
https://www.youtube.com/channel/UCHsgnIuT6Z-Tb5uz-iJmmkg |
| 109,001 |
Capital Counsel LLC |
Capital Counsel LLC |
|
527 Madison Ave |
Fl 19 |
New York |
NY |
|
https://capitalcounsel.com |
2326 |
680.00 |
3,421,308.00 |
1 |
191.00 |
101-250 Clients |
|
https://www.linkedin.com/company/capital-counsel-llc/ |
|
|
| 109,341 |
Capstone Financial Advisors Inc |
Capstone Financial Advisors Inc |
|
2001 Butterfield Rd |
Ste 1750 |
Downers Grove |
IL |
|
http://www.capstone-advisors.com |
2116 |
3,159.00 |
670,053.00 |
11 |
676.00 |
500 |
|
|
|
|
| 126,752 |
Cardiff Park Advisors |
Cardiff Park Advisors |
|
338 Via Vera Cruz |
Ste 240 |
San Marcos |
CA |
|
http://www.cardiffpark.com |
2477 |
2,367.00 |
1,046,631.00 |
1 |
375.00 |
251-500 Clients |
|
|
https://twitter.com/#!/CardiffPark |
|
| 151,559 |
Cerity Partners LLC |
Cerity Partners LLC |
|
99 Park Ave |
Fl 16 |
New York |
NY |
|
https://ceritypartners.com |
80573 |
16,424.00 |
4,905,815.00 |
42 |
16,499.00 |
5,500 |
|
https://www.linkedin.com/company/cerity-partners/ |
https://twitter.com/ceritypartners |
|
| 106,174 |
Chatham Capital Group Inc |
Chatham Capital Group Inc |
|
6602 Abercorn St |
Ste 100 |
Savannah |
GA |
[email protected] |
http://chathamcapitalgroup.com |
658 |
625.00 |
1,053,144.00 |
0 |
240.00 |
101-250 Clients |
|
https://www.linkedin.com/company/chatham-capital-group-inc./ |
|
|
| 111,987 |
Chatham Wealth Management |
Chatham Wealth Management |
|
10 Townsquare |
Ste 100 |
Chatham |
NJ |
[email protected] |
http://www.chathamwealth.com |
506 |
351.00 |
1,442,311.00 |
4 |
351.00 |
51-100 Clients |
|
|
|
|
| 107,058 |
Check Capital Management Inc |
Check Capital Management Inc |
|
575 Anton Blvd |
Ste 500 |
Costa Mesa |
CA |
[email protected] |
http://www.checkcapital.com |
1735 |
2,142.00 |
810,033.00 |
3 |
1,136.00 |
51-100 Clients |
https://www.facebook.com/checkcapital/ |
https://www.linkedin.com/company/check-capital-management-inc-/ |
|
|
| 175,209 |
Chequers Financial Management LLC |
Chequers Financial Management LLC |
|
434 Jackson St |
Ste A |
San Francisco |
CA |
[email protected] |
http://www.chequersfinancial.com |
1007 |
1,073.00 |
938,838.00 |
2 |
288.00 |
101-250 Clients |
|
https://www.linkedin.com/company/chequers-financial-management/ |
|
|
| 111,578 |
Chesley, Taft & Associates, LLC |
Chesley, Taft & Associates, LLC |
|
135 S La Salle St |
Ste 2900 |
Chicago |
IL |
[email protected] |
http://www.chesleytaft.com |
2403 |
1,815.00 |
1,324,406.00 |
0 |
384.00 |
251-500 Clients |
|
|
|
|
| 110,742 |
Chevy Chase Trust Company |
Chevy Chase Trust Company |
|
7501 Wisconsin Ave |
Fl 15 |
Bethesda |
MD |
[email protected] |
https://www.chevychasetrust.com |
36006 |
4,811.00 |
7,484,197.00 |
9 |
1,223.00 |
1,000 |
https://www.facebook.com/ChevyChaseTrust/?fref=ts |
https://www.linkedin.com/company/chevychasetrust/ |
https://twitter.com/ChevyChaseTrust |
https://www.youtube.com/user/chevychasetrust |
| 111,221 |
Choreo, LLC |
Choreo, LLC |
|
6735 Vistagreen Way |
Ste 110 |
Rockford |
IL |
[email protected] |
https://www.choreoadvisors.com |
16030 |
24,966.00 |
642,107.00 |
34 |
8,013.00 |
51-100 Clients |
https://www.facebook.com/choreoadvisors |
https://www.linkedin.com/company/choreo-advisors/ |
https://twitter.com/choreoadvisors |
|
| 109,651 |
Churchill Management Group |
Churchill Management Group |
|
5900 Wilshire Blvd |
Ste 400 |
Los Angeles |
CA |
|
http://www.churchillmanagement.com |
8236 |
19,450.00 |
423,492.00 |
5 |
8,123.00 |
500 |
https://www.facebook.com/churchillmanagement/ |
https://www.linkedin.com/company/73575/ |
|
https://www.youtube.com/channel/UCzyV9aezMHb9U9z4Pg4FtQg |
| 110,818 |
Circle Advisers Inc |
Circle Advisers Inc |
|
420 Lexington Ave |
Rm 2500 |
New York |
NY |
|
https://circleadvisersinc.com |
819 |
1,184.00 |
692,401.00 |
4 |
411.00 |
26-50 Clients |
|
https://www.linkedin.com/company/circle-advisers-inc-/about/ |
|
|
| 142,878 |
Circle Wealth Management, LLC |
Circle Wealth Management, LLC |
|
47 Maple St |
Ste 201 |
Summit |
NJ |
|
https://www.circlewm.com |
10174 |
958.00 |
10,620,418.00 |
0 |
322.00 |
51-100 Clients |
|
https://www.linkedin.com/company/circle-wealth-management-llc/about/ |
|
|
| 104,804 |
Clariti Wealth Advisors |
Clariti Wealth Advisors |
|
2710 Centerville Rd |
Ste 201 |
Wilmington |
DE |
[email protected] |
https://claritiwealth.com |
565 |
1,243.00 |
455,157.00 |
4 |
239.00 |
101-250 Clients |
https://www.facebook.com/ClaritiWealth |
https://www.linkedin.com/company/clariti-wealth |
https://x.com/ClaritiWealth |
|
| 226,729 |
Clayton Financial Group, LLC |
Clayton Financial Group, LLC |
|
165 N Meramec Ave |
Ste 130 |
Saint Louis |
MO |
|
http://www.claytonfinancialgroup.com |
1521 |
3,303.00 |
460,687.00 |
3 |
750.00 |
1,000 |
|
https://www.linkedin.com/company/clayton-financial-group/ |
|
|
| 108,033 |
Clifford Swan Investment Counselors |
Clifford Swan Investment Counselors |
|
177 E Colorado Blvd |
Ste 550 |
Pasadena |
CA |
[email protected] |
http://www.cliffordswan.com |
3848 |
2,531.00 |
1,520,433.00 |
8 |
945.00 |
101-250 Clients |
|
https://www.linkedin.com/company/clifford-swan-investment-counsel/ |
|
|
| 104,708 |
Clune & Associates |
Clune & Associates |
|
980 N Michigan Ave |
Ste 1650 |
Chicago |
IL |
|
http://www.clune.biz |
582 |
772.00 |
754,785.00 |
2 |
225.00 |
101-250 Clients |
|
|
|
|
| 150,138 |
CMH Wealth Management, LLC |
CMH Wealth Management, LLC |
|
100 Market St |
Unit 201 |
Portsmouth |
NH |
|
http://www.cmhwealth.com |
695 |
620.00 |
1,121,147.00 |
2 |
282.00 |
251-500 Clients |
|
https://www.linkedin.com/company/cmh-wealth-management-llc/ |
|
|
| 152,569 |
Coastal Bridge Advisors |
Coastal Bridge Advisors |
|
54 Wilton Rd |
Fl 1 |
Westport |
CT |
[email protected] |
http://www.coastalbridgeadvisors.com |
2814 |
4,259.00 |
660,877.00 |
6 |
297.00 |
251-500 Clients |
|
https://www.linkedin.com/company/coastal-bridge-advisors/ |
|
|
| 167,017 |
Colony Family Offices, LLC |
Colony Family Offices, LLC |
|
4250 Congress St |
Ste 175 |
Charlotte |
NC |
|
http://www.colonyfamilyoffices.com |
2600 |
559.00 |
4,652,305.00 |
6 |
481.00 |
251-500 Clients |
|
https://www.linkedin.com/company/colony-family-offices/ |
|
|
| 144,773 |
Concentric Wealth Management LLC |
Concentric Wealth Management LLC |
|
251 Lafayette Cir |
Ste 250 |
Lafayette |
CA |
[email protected] |
http://www.concentric-wealth.com |
601 |
935.00 |
643,152.00 |
2 |
306.00 |
101-250 Clients |
|
https://www.linkedin.com/company/concentricwealth/ |
|
|
| 154,310 |
Connecticut Wealth Management, LLC |
Connecticut Wealth Management, LLC |
|
281 Farmington Ave |
|
Farmington |
CT |
|
http://www.ctwealthmgmt.com |
3168 |
1,388.00 |
2,282,645.00 |
22 |
1,389.00 |
51-100 Clients |
http://www.facebook.com/ctwealth/ |
https://www.linkedin.com/company/connecticut-wealth-management-llc/ |
http://www.twitter.com/ctwealth?lang=en |
https://www.youtube.com/channel/UCFlnb1qa-VBb2FybNviHrVw# |
| 111,353 |
Conservest Capital Advisors Inc |
Conservest Capital Advisors Inc |
|
257 E Lancaster Ave |
Ste 205 |
Wynnewood |
PA |
[email protected] |
http://conservest.com |
1696 |
289.00 |
5,870,414.00 |
3 |
578.00 |
251-500 Clients |
|
|
|
|
| 155,343 |
Consilium Wealth Management |
Consilium Wealth Management |
|
500 La Gonda Way |
Ste 210 |
Danville |
CA |
[email protected] |
http://www.consiliumwm.com |
645 |
769.00 |
839,798.00 |
2 |
159.00 |
101-250 Clients |
|
https://www.linkedin.com/company/consilium-wealth-advisory-llc/ |
|
|
| 147,253 |
Constellation Wealth Advisors |
Constellation Wealth Advisors |
|
255 E 5th St |
Ste 3000 |
Cincinnati |
OH |
[email protected] |
https://constellation-wealth.com |
3900 |
2,231.00 |
1,748,166.00 |
10 |
450.00 |
101-250 Clients |
|
https://www.linkedin.com/company/constellation-wealth/ |
|
|
| 129,067 |
Coons Advisors |
Coons Advisors |
|
1151 Bethel Rd |
Ste 204 |
Columbus |
OH |
|
http://www.coonsadvisors.com |
533 |
341.00 |
1,565,390.00 |
2 |
155.00 |
51-100 Clients |
|
|
|
|
| 110,137 |
Covenant Partners, LLC |
Covenant Partners, LLC |
|
3811 Bedford Ave |
Ste 201 |
Nashville |
TN |
|
http://www.covenantpartnersllc.com |
944 |
911.00 |
1,036,252.00 |
1 |
127.00 |
26-50 Clients |
|
|
|
|
| 286,567 |
Creative Capital Management Investments LLC |
Creative Capital Management Investments LLC |
|
6265 Greenwich Dr |
Ste 201 |
San Diego |
CA |
|
https://www.myccmi.com |
586 |
1,053.00 |
556,643.00 |
2 |
300.00 |
26-50 Clients |
https://www.facebook.com/myccmi/ |
https://www.linkedin.com/company/418060/ |
https://twitter.com/MY_CCMI?LANG_EN |
|
| 105,348 |
Creative Planning |
Creative Planning |
|
5454 W 110th St |
|
Leawood |
KS |
[email protected] |
https://creativeplanning.com |
175271 |
234,298.00 |
748,071.00 |
446 |
76,023.00 |
27,000 |
https://www.facebook.com/creativeplanninginc/ |
https://www.linkedin.com/company/creative-planning-inc-/ |
https://twitter.com/cpiwealth |
https://www.youtube.com/creativeplanning |
| 170,912 |
Crescent Grove Advisors |
Crescent Grove Advisors |
|
100 N Field Dr |
Ste 120 |
Lake Forest |
IL |
[email protected] |
http://crescentgroveadvisors.com |
4455 |
359.00 |
12,409,884.00 |
12 |
370.00 |
251-500 Clients |
|
https://www.linkedin.com/company/crescent-grove-advisors/ |
|
|
| 288,566 |
Cresset Asset Management, LLC |
Cresset Asset Management, LLC |
|
444 W Lake St |
Ste 470 |
Chicago |
IL |
|
http://www.cressetwealth.com |
52506 |
3,961.00 |
13,255,905.00 |
109 |
3,961.00 |
251-500 Clients |
https://www.facebook.com/cressetcapital |
https://www.linkedin.com/company/cresset-capital/ |
https://x.com/Cresset_Capital |
|
| 286,243 |
Crestwood Advisors |
Crestwood Advisors |
|
1 Liberty Sq |
Ste 500 |
Boston |
MA |
[email protected] |
http://www.crestwoodadvisors.com |
5692 |
5,231.00 |
1,088,171.00 |
12 |
1,141.00 |
251-500 Clients |
|
https://www.linkedin.com/company/crestwood-advisors-llc/ |
https://www.twitter.com/focusfinancial |
|
| 131,976 |
D'Orazio & Associates, Inc. |
D'Orazio & Associates, Inc. |
|
7600 Leesburg Pike |
Ste 460 |
Falls Church |
VA |
[email protected] |
http://www.dorazioadvisors.com |
1190 |
1,741.00 |
683,536.00 |
0 |
262.00 |
251-500 Clients |
|
https://www.linkedin.com/company/d'orazio&associatesinc./ |
|
|
| 135,281 |
Dash Investments |
Dash Investments |
|
21600 Oxnard St |
Ste 1755 |
Woodland Hills |
CA |
[email protected] |
http://www.dashinvestments.com |
554 |
1,149.00 |
482,247.00 |
2 |
410.00 |
251-500 Clients |
https://www.facebook.com/Dash-Investments-143069625830843/ |
https://www.linkedin.com/company/dash-investments/ |
|
|
| 104,964 |
Deerfield |
Deerfield |
|
8440 Woodfield Crossing Blvd |
Ste 360 |
Indianapolis |
IN |
|
http://www.deerfieldfa.com |
831 |
924.00 |
899,861.00 |
5 |
322.00 |
101-250 Clients |
https://www.facebook.com/DeerfieldFA |
https://www.linkedin.com/company/deerfield-financial-advisors/ |
https://twitter.com/DeerfieldFA |
|
| 159,953 |
Delegate Advisors, LLC |
Delegate Advisors, LLC |
|
101 Glen Lennox Dr |
Unit 150 |
Chapel Hill |
NC |
|
http://delegateadvisors.com |
1032 |
940.00 |
1,098,122.00 |
2 |
44.00 |
26-50 Clients |
https://www.facebook.com/DelegateAdvisors/ |
https://www.linkedin.com/company/delegate-advisors/ |
|
|
| 110,365 |
Destination Wealth Management |
Destination Wealth Management |
|
1255 Treat Blvd |
Ste 900 |
Walnut Creek |
CA |
[email protected] |
https://www.destinationwm.com |
3701 |
5,567.00 |
664,929.00 |
10 |
2,146.00 |
251-500 Clients |
http://www.facebook.com/destinationwm |
http://www.linkedin.com//company/destinationwealth-management |
http://www.twitter.com//DestinationWM |
http://www.youtube.com/DestinationWM/featured |
| 106,680 |
Diversified Management Inc |
Diversified Management Inc |
|
330 E Kilbourn Ave |
Ste 1475 |
Milwaukee |
WI |
[email protected] |
https://diversifiedmanagement.com |
1576 |
1,640.00 |
961,168.00 |
4 |
363.00 |
101-250 Clients |
|
|
|
|
| 282,563 |
Douglas C. Lane & Associates |
Douglas C. Lane & Associates |
|
1 Dag Hammarskjold Plz |
|
New York |
NY |
|
https://www.dclainc.com |
7601 |
5,520.00 |
1,377,163.00 |
4 |
1,234.00 |
101-250 Clients |
|
https://www.linkedin.com/company/douglas-c-lane-&-associates-inc-/about/ |
|
|
| 109,900 |
Duncan & Haley, Ltd. |
Duncan & Haley, Ltd. |
|
2753 S Washington St |
|
Seattle |
WA |
|
http://www.duncanhaley.com |
570 |
82.00 |
6,959,179.00 |
1 |
165.00 |
26-50 Clients |
|
|
|
|
| 147,824 |
Eagle Ridge Investment Management LLC |
Eagle Ridge Investment Management LLC |
|
4 High Ridge Park |
Fl 3 |
Stamford |
CT |
|
http://www.eagleridgeinvestment.com |
1163 |
919.00 |
1,266,408.00 |
0 |
396.00 |
51-100 Clients |
https://www.facebook.com/EagleRidgeInvestment/ |
https://www.linkedin.com/company/eagle-ridge-investment-management/ |
|
|
| 104,510 |
Edelman Financial Engines |
Edelman Financial Engines |
|
3945 Freedom Cir |
Ste 950 |
Santa Clara |
CA |
[email protected] |
https://www.edelmanfinancialengines.com |
270770 |
1,561,555.00 |
173,397.00 |
111 |
1,739,811.00 |
100,500 |
https://www.facebook.com/edelmanfinancialengines/ |
https://www.linkedin.com/company/financial-engines/ |
https://twitter.com/retirewell |
https://www.youtube.com/user/FinancialEngines |
| 297,596 |
Edge Capital Group, LLC |
Edge Capital Group, LLC |
|
3333 Riverwood Pkwy SE |
Ste 350 |
Atlanta |
GA |
[email protected] |
https://edgecappartners.com |
6385 |
3,299.00 |
1,935,590.00 |
11 |
330.00 |
101-250 Clients |
https://www.facebook.com/edgecapital |
https://www.linkedin.com/company/edge-capital-group-llc/ |
|
|
| 137,068 |
Elevation Point Wealth Partners, LLC |
Elevation Point Wealth Partners, LLC |
|
1580 N Lincoln St |
Ste 680 |
Denver |
CO |
[email protected] |
https://elevationpoint.com |
2187 |
3,358.00 |
651,318.00 |
3 |
1,271.00 |
51-100 Clients |
|
https://www.linkedin.com/company/mount-yale-capital-group/ |
|
|
| 152,622 |
Empirical Wealth Management |
Empirical Wealth Management |
|
1420 5th Ave |
Ste 3150 |
Seattle |
WA |
[email protected] |
http://www.empirical.net |
5525 |
7,267.00 |
760,311.00 |
34 |
1,979.00 |
1,500 |
https://www.facebook.com/empiricalwealth |
http://www.linkedin.com/company/empirical-wealth-management |
http://twitter.com/EmpiricalWM |
|
| 109,698 |
Evensky & Katz/Foldes Wealth Management |
Evensky & Katz/Foldes Wealth Management |
|
4000 Ponce De Leon Blvd |
Ste 850 |
Miami |
FL |
|
https://evensky.com |
2895 |
5,384.00 |
537,865.00 |
15 |
1,099.00 |
251-500 Clients |
https://www.facebook.com/evenskykatzfoldesfinancial |
https://www.linkedin.com/company/evensky-&-katz/ |
https://twitter.com/EvenskyKatz |
https://www.youtube.com/channel/UC2PGTBiTuT274YLAliBuEbw |
| 104,931 |
Evergreen Capital Management LLC |
Evergreen Capital Management LLC |
|
1412 112th Ave NE |
Ste 100 |
Bellevue |
WA |
[email protected] |
https://evergreengavekal.com |
4550 |
2,924.00 |
1,556,195.00 |
6 |
1,071.00 |
500 |
|
|
https://twitter.com/EVERGREENGK |
|
| 104,875 |
Exchange Capital Management Inc |
Exchange Capital Management Inc |
|
110 Miller Ave |
Fl 1 |
Ann Arbor |
MI |
[email protected] |
https://www.exchangecapital.com |
744 |
1,105.00 |
673,412.00 |
5 |
359.00 |
251-500 Clients |
https://www.facebook.com/exchangecapitalmgmt/ |
https://www.linkedin.com/company/exchange-capital-management/ |
https://x.com/exchcapmgmt |
|
| 106,223 |
F L Putnam Investment Management Co. |
F L Putnam Investment Management Co. |
|
6 Kimball Ln |
|
Lynnfield |
MA |
[email protected] |
http://www.flputnam.com |
6168 |
5,203.00 |
1,185,471.00 |
30 |
2,091.00 |
1,500 |
|
https://www.linkedin.com/company/f-l-putnam-investment-management-company/ |
|
|
| 108,967 |
FBB Capital Partners |
FBB Capital Partners |
|
4520 E West Hwy |
Ste 450 |
Bethesda |
MD |
[email protected] |
http://www.fbbcapitalpartners.com |
1867 |
2,917.00 |
640,215.00 |
0 |
1,073.00 |
251-500 Clients |
https://www.facebook.com/pages/FBB-Capital-Partners/1451638121733321?ref=ts&fref=ts |
https://www.linkedin.com/company/fbb-capital-partners/ |
https://twitter.com/FBBCap |
|
| 104,692 |
Ferguson Wellman Capital Management, Inc. |
Ferguson Wellman Capital Management, Inc. |
|
888 SW 5th Ave |
Ste 1200 |
Portland |
OR |
[email protected] |
https://www.fergusonwellman.com |
8394 |
4,068.00 |
2,063,455.00 |
2 |
990.00 |
101-250 Clients |
https://www.facebook.com/pages/Ferguson-Wellman-Capital-Management/152745594738121 |
https://www.linkedin.com/company/ferguson-wellman-capital-management/ |
https://twitter.com/FergusonWellman |
https://www.youtube.com/user/FergusonWellman/videos |
| 168,005 |
Fi3 Financial Advisors, LLC |
Fi3 Financial Advisors, LLC |
|
8900 Keystone Xing |
Ste 225 |
Indianapolis |
IN |
[email protected] |
http://www.fi3advisors.com |
791 |
1,404.00 |
563,870.00 |
5 |
216.00 |
101-250 Clients |
|
https://www.linkedin.com/company/fi3-financial-advisors-llc/ |
|
|
| 285,681 |
Fiduciary Financial Group, LLC |
Fiduciary Financial Group, LLC |
|
1101 5th Ave |
Ste 305 |
San Rafael |
CA |
[email protected] |
https://www.ffgwealth.com |
692 |
1,189.00 |
582,735.00 |
1 |
350.00 |
101-250 Clients |
https://www.facebook.com/ffgwealth/?ref=bookmarks |
https://www.linkedin.com/company/17900343 |
|
|
| 160,696 |
Fiduciary Wealth Partners, LLC |
Fiduciary Wealth Partners, LLC |
|
2310 Washington St |
Fl 3 |
Newton Lower Falls |
MA |
[email protected] |
https://fwpwealth.com |
1325 |
472.00 |
2,807,954.00 |
1 |
102.00 |
101-250 Clients |
https://www.facebook.com/fiduciarywealthpartners |
https://www.linkedin.com/company/fiduciary-wealth-partners/about/ |
https://twitter.com/FwPartner |
|
| 156,737 |
Fielder Capital Group LLC |
Fielder Capital Group LLC |
https://worth.com/company/fielder-capital-group-llc/ |
1222 Demonbreun St |
Ste 1610 |
Nashville |
TN |
[email protected] |
http://www.fieldercapital.com |
834 |
502.00 |
1,662,453.00 |
1 |
113.00 |
101-250 Clients |
|
https://www.linkedin.com/company/fielder-capital-group-llc/about/ |
|
|
| 105,003 |
Fierston Financial Group Inc |
Fierston Financial Group Inc |
|
29 S Main St |
Ste 302 |
West Hartford |
CT |
|
https://www.fierston.com |
835 |
941.00 |
888,274.00 |
0 |
323.00 |
251-500 Clients |
|
https://www.linkedin.com/company/fierston-financial-group/ |
|
|
| 105,472 |
Financial Advisory Corporation |
Financial Advisory Corporation |
|
4251 Cascade Rd SE |
|
Grand Rapids |
MI |
|
http://financialadvisorycorp.com |
913 |
1,180.00 |
773,961.00 |
5 |
257.00 |
101-250 Clients |
https://www.facebook.com/FACwealth/ |
https://www.linkedin.com/company/financial-advisory-corporation/ |
|
|
| 108,245 |
Financial Alternatives, Inc. |
Financial Alternatives, Inc. |
|
7825 Fay Ave |
Ste 210 |
La Jolla |
CA |
[email protected] |
http://www.financialalternatives.com |
507 |
1,218.00 |
416,317.00 |
4 |
258.00 |
251-500 Clients |
http://www.facebook.com/financialalternatives |
https://www.linkedin.com/company/financial-alternatives-inc-/ |
http:/www./twitter.com/FAlternatives |
|
| 165,856 |
Financial Partners Group, LLC |
Financial Partners Group, LLC |
|
607 Commons Dr |
|
Gallatin |
TN |
|
http://www.myfpwealth.com |
617 |
1,130.00 |
546,680.00 |
2 |
413.00 |
101-250 Clients |
|
|
|
|
| 125,218 |
Financial Solutions Advisory Group |
Financial Solutions Advisory Group |
|
8700 W Bryn Mawr Ave |
Ste 410-N |
Chicago |
IL |
[email protected] |
http://fsadvisorygroup.com |
730 |
350.00 |
2,085,714.00 |
4 |
350.00 |
51-100 Clients |
|
|
|
|
| 118,443 |
Financial Symmetry Inc. |
Financial Symmetry Inc. |
|
5438 Wade Park Blvd |
Ste 310 |
Raleigh |
NC |
[email protected] |
http://www.financialsymmetry.com |
1004 |
4,599.00 |
218,402.00 |
6 |
760.00 |
500 |
https://www.facebook.com/financialsymmetry/ |
https://www.linkedin.com/company/financial-symmetry-inc-/ |
https://twitter.com/TEAMFSINC |
|
| 105,643 |
Financial Synergies |
Financial Synergies |
|
4400 Post Oak Pkwy |
Ste 200 |
Houston |
TX |
[email protected] |
http://www.finsyn.com |
1288 |
789.00 |
1,632,747.00 |
7 |
3,789.00 |
1,000 |
https://www.facebook.com/finsyn/ |
https://www.linkedin.com/company/financial-synergies-asset-management-inc-/ |
https://twitter.com/finsynhouston |
https://www.youtube.com/user/financialsynergies |
| 106,366 |
Firestone Capital Management Inc |
Firestone Capital Management Inc |
|
1501 Venera Ave |
Ste 310 |
Miami |
FL |
|
http://www.firestonecapital.com |
648 |
1,171.00 |
553,656.00 |
2 |
332.00 |
251-500 Clients |
|
https://www.linkedin.com/company/2796442/ |
|
|
| 146,759 |
Fort Point Capital Partners LLC |
Fort Point Capital Partners LLC |
|
275 Sacramento St |
Fl 8 |
San Francisco |
CA |
[email protected] |
https://fortpointcap.com |
1491 |
1,150.00 |
1,296,727.00 |
3 |
287.00 |
101-250 Clients |
|
https://www.linkedin.com/company/fort-point-capital-partners/about/ |
|
|
| 106,905 |
Foster & Motley Inc |
Foster & Motley Inc |
|
7755 Montgomery Rd |
Ste 100 |
Cincinnati |
OH |
[email protected] |
https://www.fosterandmotley.com |
2266 |
861.00 |
2,632,307.00 |
7 |
906.00 |
500 |
https://www.facebook.com/fosterandmotley/ |
https://www.linkedin.com/company/foster-&-motley-inc-/ |
|
|
| 156,185 |
Fountainhead Advisors |
Fountainhead Advisors |
|
10 Independence Blvd |
Ste 120 |
Warren |
NJ |
[email protected] |
https://www.fountainhead-advisors.com |
721 |
2,961.00 |
243,702.00 |
8 |
990.00 |
900 |
https://www.facebook.com/FHAdvisors/ |
https://www.linkedin.com/company/fountainhead-advisors/ |
|
|
| 124,147 |
Frank, Rimerman Advisors LLC |
Frank, Rimerman Advisors LLC |
|
1801 Page Mill Rd |
|
Palo Alto |
CA |
|
https://www.frankrimerman.com/services-for-individuals/private-wealth-management |
2013 |
412.00 |
4,887,039.00 |
0 |
99.00 |
51-100 Clients |
|
|
|
|
| 114,465 |
Franklin, Parlapiano, Turner & Welch LLC |
Franklin, Parlapiano, Turner & Welch LLC |
|
15115 Park Row |
Ste 140 |
Houston |
TX |
|
http://www.fptwllc.com |
723 |
394.00 |
1,835,702.00 |
1 |
104.00 |
101-250 Clients |
|
|
|
|
| 145,711 |
Freestone Capital Management, LLC |
Freestone Capital Management, LLC |
|
701 5th Ave |
Fl 74 |
Seattle |
WA |
[email protected] |
http://www.freestonecapital.com |
9527 |
5,656.00 |
1,684,547.00 |
29 |
2,609.00 |
2,500 |
https://www.facebook.com/Freestone-Capital-Management-261727608057483/ |
https://www.linkedin.com/company/75009/ |
|
|
| 282,542 |
FRG Family Wealth Advisors |
FRG Family Wealth Advisors |
|
10900 NE 8th St |
Ste 1600 |
Bellevue |
WA |
[email protected] |
http://www.frgwealth.com |
666 |
610.00 |
1,092,637.00 |
0 |
202.00 |
101-250 Clients |
|
|
|
|
| 145,322 |
Fulcrum Capital, LLC |
Fulcrum Capital, LLC |
|
800 5th Ave |
Ste 3800 |
Seattle |
WA |
[email protected] |
http://www.fulcrumcapllc.com |
846 |
545.00 |
1,553,844.00 |
3 |
264.00 |
51-100 Clients |
|
https://www.linkedin.com/company/fulcrum-capital-llc/ |
|
|
| 291,368 |
Full Sail Capital, LLC |
Full Sail Capital, LLC |
|
124 NW 10th St |
|
Oklahoma City |
OK |
[email protected] |
https://www.fullsailcapital.com |
1831 |
1,609.00 |
1,138,267.00 |
5 |
630.00 |
26-50 Clients |
|
|
|
|
| 286,521 |
G2 Capital Management, LLC |
G2 Capital Management, LLC |
|
1600 W Lane Ave |
Ste 270 |
Columbus |
OH |
|
http://www.g2capital.net |
556 |
377.00 |
1,477,401.00 |
1 |
111.00 |
26-50 Clients |
|
|
|
|
| 107,218 |
Galecki Financial Management Inc |
Galecki Financial Management Inc |
|
7743 W Jefferson Blvd |
|
Fort Wayne |
IN |
[email protected] |
http://galecki.com |
632 |
2,157.00 |
293,104.00 |
0 |
968.00 |
251-500 Clients |
http://www.facebook.com/GaleckiFinancialManagement |
|
|
|
| 151,043 |
Garde Capital, Inc. |
Garde Capital, Inc. |
|
1301 5th Ave |
Ste 3030 |
Seattle |
WA |
[email protected] |
http://www.gardecapital.com |
2085 |
533.00 |
3,913,135.00 |
2 |
533.00 |
533 |
|
|
|
|
| 134,062 |
Geller Advisors LLC |
Geller Advisors LLC |
|
909 3rd Ave |
|
New York |
NY |
[email protected] |
http://www.gellerfos.com |
5911 |
797.00 |
7,417,513.00 |
2 |
169.00 |
51-100 Clients |
|
https://www.linkedin.com/company/geller-advisors |
|
|
| 171,670 |
Geometric Wealth Advisors, LLC |
Geometric Wealth Advisors, LLC |
|
620 A St NE |
|
Washington |
DC |
|
http://www.geometricadvisors.com |
843 |
1,650.00 |
511,319.00 |
2 |
213.00 |
101-250 Clients |
|
https://www.linkedin.com/company/7929339/ |
https://twitter.com/geometricadvsr |
|
| 120,039 |
Gerber, LLC |
Gerber, LLC |
|
580 N 4th St |
|
Columbus |
OH |
[email protected] |
http://www.gerberclarity.com |
502 |
921.00 |
545,956.00 |
1 |
217.00 |
101-250 Clients |
http://facebook.com/gerberllc |
https://www.linkedin.com/company/gerber-llc/ |
https://twitter.com/#!/GerberClarity |
http://youtube.com/user/gerberclarity |
| 107,563 |
GHP Investment Advisors Inc |
GHP Investment Advisors Inc |
|
1290 N Broadway |
Ste 1100 |
Denver |
CO |
|
http://www.ghpia.com |
2436 |
4,024.00 |
605,510.00 |
5 |
940.00 |
101-250 Clients |
|
https://www.linkedin.com/company/ghp-investment-advisors-inc-/ |
https://twitter.com/ghpinvestment?lang=en |
|
| 148,836 |
Gibson Capital, LLC |
Gibson Capital, LLC |
|
6600 Brooktree Rd |
Ste 2200 |
Wexford |
PA |
|
http://www.gibsoncapital.com |
2433 |
1,070.00 |
2,274,438.00 |
2 |
202.00 |
101-250 Clients |
|
https://www.linkedin.com/company/gibson-capital-llc/about/ |
|
|
| 143,970 |
Gilman Hill Asset Management, LLC |
Gilman Hill Asset Management, LLC |
|
220 Elm St |
|
New Canaan |
CT |
|
https://www.gilmanhill.com |
704 |
594.00 |
1,186,627.00 |
1 |
294.00 |
51-100 Clients |
|
|
|
|
| 151,478 |
Glassman Wealth Services, LLC |
Glassman Wealth Services, LLC |
|
8000 Towers Crescent Dr |
Ste 1450 |
Vienna |
VA |
|
http://www.glassmanwealth.com |
2053 |
2,720.00 |
754,787.00 |
8 |
369.00 |
251-500 Clients |
https://www.facebook.com/GlassmanWealth/ |
https://www.linkedin.com/company/glassman-wealth-services/ |
|
https://www.youtube.com/channel/UCRESehbhWNex2dwGfmHVxKw |
| 105,650 |
Godsey & Gibb Wealth Management |
Godsey & Gibb Wealth Management |
|
6806 Paragon Pl |
Ste 230 |
Richmond |
VA |
|
http://www.godseyandgibb.com |
1253 |
1,757.00 |
713,588.00 |
6 |
799.00 |
101-250 Clients |
|
|
|
|
| 44,402 |
Goelzer Investment Management |
Goelzer Investment Management |
|
10 E Main St |
|
Carmel |
IN |
[email protected] |
http://www.goelzerinc.com |
3159 |
1,690.00 |
1,869,483.00 |
8 |
652.00 |
51-100 Clients |
https://www.facebook.com/Goelzer-Investment-Management-522030094611618/timeline/ |
|
|
|
| 114,637 |
Goodman Financial Corporation |
Goodman Financial Corporation |
|
5177 Richmond Ave |
Ste 700 |
Houston |
TX |
[email protected] |
http://www.goodmanfinancial.com |
697 |
780.00 |
894,618.00 |
8 |
252.00 |
101-250 Clients |
https://www.facebook.com/GoodmanFinancial/ |
https://www.linkedin.com/company/goodman-financial-corporation/about/ |
|
|
| 132,137 |
Grand Wealth Management, LLC |
Grand Wealth Management, LLC |
|
333 Bridge St NW |
Ste 800 |
Grand Rapids |
MI |
[email protected] |
https://www.grandwealth.com |
604 |
1,062.00 |
569,227.00 |
5 |
194.00 |
101-250 Clients |
https://www.facebook.com/grandwealthmgmt |
https://www.linkedin.com/company/2217863/ |
|
|
| 298,283 |
Graves Light Lenhart |
Graves Light Lenhart |
|
100 S Mason St |
Ste C |
Harrisonburg |
VA |
|
https://www.gllwealth.com |
1086 |
1,141.00 |
951,928.00 |
3 |
384.00 |
101-250 Clients |
|
|
|
|
| 147,082 |
Great Point Wealth Advisors, LLC |
Great Point Wealth Advisors, LLC |
|
1 International Pl |
Ste 4520 |
Boston |
MA |
[email protected] |
http://www.greatpointwealth.com |
545 |
1,095.00 |
498,533.00 |
2 |
323.00 |
101-250 Clients |
|
https://www.linkedin.com/company/great-point-wealth-advisors-llc/ |
|
|
| 142,820 |
Greenwich Wealth Management, LLC |
Greenwich Wealth Management, LLC |
|
45 E Putnam Ave |
Ste 109 |
Greenwich |
CT |
|
http://www.greenwichwealth.com |
2186 |
393.00 |
5,564,313.00 |
7 |
393.00 |
51-100 Clients |
|
https://www.linkedin.com/company/greenwich-wealth-managment-llc/ |
|
|
| 108,668 |
Gresham Partners, LLC |
Gresham Partners, LLC |
|
333 W Wacker Dr |
Ste 700 |
Chicago |
IL |
[email protected] |
http://www.greshampartners.com |
10381 |
230.00 |
45,137,845.00 |
6 |
234.00 |
101-250 Clients |
|
|
|
|
| 132,389 |
Gryphon Advisors, LLC |
Gryphon Advisors, LLC |
|
1578 Sherman Ave |
|
Evanston |
IL |
|
https://www.gryphonadvisors.net |
510 |
1,650.00 |
309,290.00 |
0 |
187.00 |
101-250 Clients |
|
https://www.linkedin.com/company/gryphon-advisors/ |
|
|
| 131,511 |
GSG Advisors LLC |
GSG Advisors LLC |
|
307 Fellowship Rd |
Ste 210 |
Mount Laurel |
NJ |
|
http://www.gsgadvisors.com |
642 |
516.00 |
1,245,662.00 |
1 |
173.00 |
101-250 Clients |
|
|
|
|
| 108,400 |
Guyasuta Investment Advisors, Incorporated |
Guyasuta Investment Advisors, Incorporated |
|
285 Kappa Dr |
Ste 220 |
Pittsburgh |
PA |
|
https://www.guyasuta.com |
2087 |
1,378.00 |
1,515,192.00 |
0 |
469.00 |
26-50 Clients |
|
|
|
|
| 106,759 |
Hall Capital Partners LLC |
Hall Capital Partners LLC |
|
1 Maritime Plz |
Ste 650 |
San Francisco |
CA |
[email protected] |
http://www.hallcapital.com |
50302 |
186.00 |
270,445,976.00 |
0 |
188.00 |
101-250 Clients |
|
https://www.linkedin.com/company/hall-capital-partners-llc/ |
|
|
| 144,534 |
Hamilton Point Investment Advisors, LLC |
Hamilton Point Investment Advisors, LLC |
|
100 Europa Dr |
Ste 425 |
Chapel Hill |
NC |
|
http://hamiltonpoint.com |
935 |
780.00 |
1,198,825.00 |
0 |
244.00 |
101-250 Clients |
|
https://www.linkedin.com/company/3141488/ |
https://twitter.com/hamiltonpoint |
|
| 140,518 |
HeadInvest |
HeadInvest |
|
7 Custom House St |
Fl 4 |
Portland |
ME |
[email protected] |
https://headinvest.com |
897 |
1,240.00 |
723,907.00 |
1 |
420.00 |
101-250 Clients |
|
|
|
|
| 300,273 |
Heartwood Wealth Advisors, LLC |
Heartwood Wealth Advisors, LLC |
|
9020 Stony Point Pkwy |
Ste 225 |
Richmond |
VA |
|
https://heartwoodva.com |
1125 |
1,593.00 |
706,324.00 |
3 |
528.00 |
101-250 Clients |
|
|
|
|
| 105,510 |
Henry H. Armstrong Associates, Inc. |
Henry H. Armstrong Associates, Inc. |
|
420 Fort Duquesne Blvd |
Ste 1425 |
Pittsburgh |
PA |
[email protected] |
http://www.henryarmstrong.com |
1064 |
543.00 |
1,960,906.00 |
0 |
149.00 |
51-100 Clients |
|
|
|
|
| 127,268 |
Heritage Financial Services |
Heritage Financial Services |
|
100 Lowder Brook Dr |
Ste 1000 |
Westwood |
MA |
[email protected] |
http://www.heritagefinancial.net |
2499 |
5,806.00 |
430,538.00 |
14 |
1,205.00 |
1,000 |
https://www.facebook.com/HeritagefinancialNet/ |
https://www.linkedin.com/company/heritage-financial-services-inc-/ |
https://twitter.com/HERITAGEFIN |
|
| 110,420 |
Heritage Investors Management Corp |
Heritage Investors Management Corp |
|
7101 Wisconsin Ave |
Ste 950 |
Bethesda |
MD |
[email protected] |
https://heritageinvestors.com |
3663 |
1,391.00 |
2,633,972.00 |
0 |
761.00 |
51-100 Clients |
|
https://www.linkedin.com/company/heritage-investors-management |
|
|
| 137,484 |
Heritage Wealth Advisors |
Heritage Wealth Advisors |
|
919 E Main St |
Ste 950 |
Richmond |
VA |
[email protected] |
http://www.heritagewealth.net |
4001 |
1,493.00 |
2,680,331.00 |
5 |
411.00 |
251-500 Clients |
|
https://www.linkedin.com/company/heritage-wealth-advisors/ |
|
|
| 145,323 |
HighTower Advisors, LLC |
HighTower Advisors, LLC |
|
200 W Madison St |
Ste 2500 |
Chicago |
IL |
[email protected] |
https://www.hightoweradvisors.com |
130239 |
178,256.00 |
730,630.00 |
273 |
52,315.00 |
16,000 |
https://www.facebook.com/HighTowerAdvisors/ |
https://www.linkedin.com/company/hightower_2/ |
https://x.com/HighTowerAdvsor |
https://www.youtube.com/user/HighTowerAdvisors/ |
| 145,521 |
Hollow Brook Wealth Management LLC |
Hollow Brook Wealth Management LLC |
|
152 Bedford Rd |
|
Katonah |
NY |
[email protected] |
http://www.hollowbrookllc.com |
1048 |
456.00 |
2,299,956.00 |
0 |
461.00 |
51-100 Clients |
|
https://www.linkedin.com/company/hollow-brook-wealth-management-llc/ |
|
|
| 127,927 |
Hopwood Financial Services, Inc. |
Hopwood Financial Services, Inc. |
|
10740 Parkridge Blvd |
Ste 150 |
Reston |
VA |
|
http://www.hopwoodfinancial.com |
548 |
949.00 |
577,526.00 |
5 |
279.00 |
101-250 Clients |
https://www.facebook.com/HopwoodFinancialServices/ |
https://www.linkedin.com/company/hopwood-financial-services |
|
|
| 107,978 |
Howard Financial Services, Ltd. |
Howard Financial Services, Ltd. |
|
8350 Meadow Rd |
Ste 181 |
Dallas |
TX |
[email protected] |
http://www.hfs-wm.com |
1281 |
1,430.00 |
896,019.00 |
11 |
528.00 |
251-500 Clients |
https://www.facebook.com/pages/HFS-Wealth-Management/249873345183327?fref=ts&_rdr |
https://www.linkedin.com/company/howard-financial-services/ |
https://x.com/HFSWealthMgmt |
|
| 108,614 |
HTG Investment Advisors Inc |
HTG Investment Advisors Inc |
|
50 Locust Ave |
|
New Canaan |
CT |
[email protected] |
https://www.htgadvisors.com |
859 |
1,390.00 |
618,563.00 |
8 |
377.00 |
51-100 Clients |
https://www.facebook.com/htgadvisors/ |
https://www.linkedin.com/company/htg-investment-advisors-inc-/ |
|
|
| 144,811 |
Independent Family Office, LLC |
Independent Family Office, LLC |
|
677 Broadway |
Fl 7 |
Albany |
NY |
|
|
556 |
142.00 |
3,917,979.00 |
0 |
33.00 |
26-50 Clients |
|
https://www.linkedin.com/company/independent-family-office-llc/ |
|
|
| 289,913 |
Innovia Wealth, LLC |
Innovia Wealth, LLC |
|
171 Monroe Ave NW |
Ste 800 |
Grand Rapids |
MI |
[email protected] |
https://innoviawealth.com |
2232 |
3,183.00 |
701,405.00 |
9 |
680.00 |
500 |
|
https://www.linkedin.com/company/innovia-wealth/ |
|
|
| 111,336 |
Integris Wealth Management, LLC |
Integris Wealth Management, LLC |
|
435 Washington St |
Ste A |
Monterey |
CA |
[email protected] |
http://www.integriswealth.com |
573 |
953.00 |
602,223.00 |
5 |
283.00 |
101-250 Clients |
|
https://www.linkedin.com/company/18142097/ |
|
|
| 110,623 |
Ironwood Investment Counsel, LLC |
Ironwood Investment Counsel, LLC |
|
6263 N Scottsdale Rd |
Ste 200 |
Scottsdale |
AZ |
[email protected] |
http://ironwoodic.com |
1400 |
1,982.00 |
706,579.00 |
1 |
519.00 |
251-500 Clients |
|
https://www.linkedin.com/company/ironwood-investment-counsel |
|
|
| 171,279 |
Isthmus Partners, LLC |
Isthmus Partners, LLC |
|
1 S Pinckney St |
Ste 818 |
Madison |
WI |
[email protected] |
http://www.isthmuspartnersllc.com |
1108 |
1,352.00 |
820,100.00 |
1 |
346.00 |
251-500 Clients |
|
https://www.linkedin.com/company/isthmus-partners-llc/ |
|
|
| 284,560 |
ISTO Advisors, LLC |
ISTO Advisors, LLC |
|
2150 Butterfield Dr |
Ste 220 |
Troy |
MI |
[email protected] |
http://www.istoadvisors.com |
765 |
2,383.00 |
321,304.00 |
6 |
348.00 |
251-500 Clients |
|
|
|
|
| 136,314 |
IWP Wealth Management LLC |
IWP Wealth Management LLC |
|
2719 E 3rd Ave |
|
Denver |
CO |
[email protected] |
https://iwpfo.com |
3575 |
66.00 |
54,179,153.00 |
1 |
65.00 |
51-100 Clients |
|
https://www.linkedin.com/company/iwp-wealth/ |
|
|
| 108,156 |
Jackson, Grant Investment Advisers, Inc. |
Jackson, Grant Investment Advisers, Inc. |
|
2 High Ridge Park |
|
Stamford |
CT |
[email protected] |
http://www.jacksongrant.us |
498 |
94.00 |
5,308,227.00 |
0 |
188.00 |
51-100 Clients |
|
https://www.linkedin.com/company/jackson-grant-investment-advisers-inc-/ |
|
|
| 107,156 |
Janiczek Wealth Management |
Janiczek Wealth Management |
|
7001 E Belleview Ave |
Ste 600 |
Denver |
CO |
[email protected] |
https://janiczek.com |
1122 |
1,397.00 |
803,570.00 |
1 |
373.00 |
101-250 Clients |
|
|
https://twitter.com/JaniczekWealth |
|
| 105,248 |
Jentner Wealth Management |
Jentner Wealth Management |
|
3677 Embassy Pkwy |
|
Akron |
OH |
[email protected] |
http://www.jentner.com |
522 |
953.00 |
548,354.00 |
0 |
322.00 |
251-500 Clients |
|
https://www.linkedin.com/company/jentner-financial-group/ |
|
|
| 285,023 |
JFG Wealth Management, LLC |
JFG Wealth Management, LLC |
|
1144 15th St |
Ste 3950 |
Denver |
CO |
|
http://www.jfgwealth.net |
900 |
602.00 |
1,496,602.00 |
13 |
95.00 |
51-100 Clients |
|
|
|
|
| 110,302 |
JMG Financial Group Ltd |
JMG Financial Group Ltd |
|
2001 Butterfield Rd |
Ste 1400 |
Downers Grove |
IL |
[email protected] |
http://jmgfinancial.com |
5415 |
5,079.00 |
1,066,322.00 |
20 |
1,699.00 |
1,000 |
|
https://www.linkedin.com/company/452192 |
https://x.com/jmgfin |
|
| 152,450 |
Joel Isaacson & Co., LLC |
Joel Isaacson & Co., LLC |
|
546 5th Ave |
|
New York |
NY |
[email protected] |
http://www.joelisaacson.com |
6894 |
5,103.00 |
1,351,034.00 |
5 |
1,179.00 |
1,000 |
|
https://www.linkedin.com/company/joel-isaacson-&-co.-llc/ |
|
|
| 125,101 |
Johnson Financial Group LLC |
Johnson Financial Group LLC |
|
1144 15th St |
Ste 3950 |
Denver |
CO |
[email protected] |
http://www.jfgllc.net |
2476 |
788.00 |
3,142,376.00 |
11 |
48.00 |
51-100 Clients |
|
|
|
|
| 117,054 |
Johnson Investment Counsel, Inc. |
Johnson Investment Counsel, Inc. |
|
3777 W Fork Rd |
|
Cincinnati |
OH |
|
http://www.johnsoninv.com |
18609 |
15,436.00 |
1,205,562.00 |
32 |
4,919.00 |
5,000 |
https://www.facebook.com/johnsoninv/ |
https://www.linkedin.com/company/johnson-investment-counsel/ |
https://twitter.com/johnsoninv |
https://www.youtube.com/channel/UC8tUTojz9YTUz0ox8Vhp2VA/featured |
| 125,557 |
Johnson Wealth Inc. |
Johnson Wealth Inc. |
|
555 E Wells St |
Ste 1900 |
Milwaukee |
WI |
|
https://www.johnsonfinancialgroup.com |
8435 |
2,516.00 |
3,352,928.00 |
33 |
2,516.00 |
1,000 |
|
|
|
|
| 287,755 |
Jordan Park Group LLC |
Jordan Park Group LLC |
|
100 Pine St |
Ste 2600 |
San Francisco |
CA |
|
http://www.jordan-park.com |
15409 |
3,903.00 |
3,947,997.00 |
0 |
217.00 |
101-250 Clients |
|
https://www.linkedin.com/company/jordanpark/ |
|
|
| 124,018 |
JVL Wealth Strategies |
JVL Wealth Strategies |
|
1657 Gezon Pkwy SW |
Ste C |
Wyoming |
MI |
[email protected] |
http://www.jvlwealth.com |
552 |
747.00 |
739,887.00 |
2 |
153.00 |
101-250 Clients |
|
https://www.linkedin.com/company/jvl-wealth-strategies/ |
|
|
| 134,740 |
Kendall Capital Management |
Kendall Capital Management |
|
2000 Tower Oaks Blvd |
Ste 240 |
Rockville |
MD |
[email protected] |
http://www.kendallcapital.com |
519 |
1,440.00 |
360,963.00 |
3 |
322.00 |
251-500 Clients |
https://www.facebook.com/Kendall-Capital-172208776442/timeline/ |
|
https://twitter.com/KendallCapital |
ttps://www.youtube.com/channel/UCTZUzNiAZaxSUIxBVBVM45Q |
| 105,907 |
Klingenstein Fields Advisors |
Klingenstein Fields Advisors |
|
125 Park Ave |
Ste 1700 |
New York |
NY |
[email protected] |
http://www.klingenstein.com |
4590 |
1,301.00 |
3,528,059.00 |
0 |
1,301.00 |
51-100 Clients |
|
https://www.linkedin.com/company/klingenstein-fields/ |
https://www.twitter.com/kfadvisors |
https://www.youtube.com/channel/UCn5QmtZImDHOpi_8ok1kupA?app=desktop |
| 125,618 |
Klingman and Associates, LLC |
Klingman and Associates, LLC |
|
120 W 45th St |
Ste 3800 |
New York |
NY |
|
http://www.klingmanria.com |
3276 |
2,791.00 |
1,174,053.00 |
7 |
619.00 |
251-500 Clients |
https://www.facebook.com/klingmanandAssociates |
|
https://twitter.com/GerardKlingman |
https://www.youtube.com/channel/UCFqVlEaE97jugGqELAJ6mUg/videos |
| 111,855 |
Koss-Olinger Consulting, LLC. |
Koss-Olinger Consulting, LLC. |
|
2700 NW 43rd St |
Ste A |
Gainesville |
FL |
[email protected] |
http://www.kossolinger.com |
1869 |
3,016.00 |
619,738.00 |
3 |
714.00 |
500 |
https://www.facebook.com/kossolinger/ |
https://www.linkedin.com/company/kossolinger/ |
|
|
| 107,475 |
Kutscher Benner Barsness & Stevens, Inc. |
Kutscher Benner Barsness & Stevens, Inc. |
|
705 2nd Ave |
Ste 800 |
Seattle |
WA |
[email protected] |
http://www.kbbsfinancial.com |
513 |
669.00 |
767,079.00 |
0 |
177.00 |
101-250 Clients |
|
https://www.linkedin.com/company/kutscher-rhodes-&-benner-inc./ |
|
|
| 22,471 |
Lafayette Investments, Inc. |
Lafayette Investments, Inc. |
|
17830 New Hampshire Ave |
Ste 201 |
Ashton |
MD |
[email protected] |
http://www.lafayetteinvestments.com |
773 |
573.00 |
1,350,153.00 |
2 |
243.00 |
26-50 Clients |
|
|
|
|
| 288,300 |
Lake Street Advisors |
Lake Street Advisors |
|
145 Maplewood Ave |
Ste 210 |
Portsmouth |
NH |
|
http://www.lakestreetadvisors.com |
3108 |
1,858.00 |
1,673,204.00 |
11 |
100.00 |
51-100 Clients |
|
https://www.linkedin.com/company/lake-street-advisors-llc/ |
|
|
| 139,830 |
Legacy Advisors, LLC |
Legacy Advisors, LLC |
|
5 Apollo Rd |
Ste 100 |
Plymouth Meeting |
PA |
[email protected] |
http://www.legacyadvice.com |
3635 |
2,101.00 |
1,730,283.00 |
9 |
236.00 |
251-500 Clients |
|
|
|
|
| 269,866 |
Lido |
Lido |
|
1875 Century Park E |
Ste 950 |
Los Angeles |
CA |
[email protected] |
http://www.lidoadvisors.com |
19656 |
19,744.00 |
995,561.00 |
88 |
7,110.00 |
26-50 Clients |
|
https://www.linkedin.com/company/lido-advisors/ |
|
|
| 290,250 |
Lifecycle Financial Planners Inc. |
Lifecycle Financial Planners Inc. |
|
40950 Woodward Ave |
Ste 140 |
Bloomfield Hills |
MI |
[email protected] |
https://www.mylifecycleplanners.com |
612 |
3,892.00 |
157,257.00 |
3 |
180.00 |
101-250 Clients |
|
|
|
|
| 155,812 |
Lindbrook Capital, LLC |
Lindbrook Capital, LLC |
|
23975 Park Sorrento |
Ste 230 |
Calabasas |
CA |
|
http://www.lindbrookcapital.com |
3193 |
2,639.00 |
1,209,941.00 |
3 |
537.00 |
101-250 Clients |
|
https://www.linkedin.com/company/lindbrook-capital-llc/ |
|
|
| 297,904 |
Live Oak Private Wealth, LLC |
Live Oak Private Wealth, LLC |
|
1741 Tiburon Dr |
|
Wilmington |
NC |
|
https://www.liveoakprivatewealth.com |
951 |
1,025.00 |
928,407.00 |
3 |
476.00 |
101-250 Clients |
https://www.facebook.com/LiveOakPrivateWealth/ |
https://www.linkedin.com/company/live-oak-private-wealth/ |
https://x.com/LOPrivateWealth |
|
| 107,341 |
LNW |
LNW |
|
580 California St |
|
San Francisco |
CA |
[email protected] |
https://lnwadvisors.com |
7277 |
3,828.00 |
1,901,021.00 |
28 |
585.00 |
500 |
|
https://www.linkedin.com/company/lnwadvisors/ |
|
|
| 113,400 |
LNW |
LNW |
|
801 2Nd Ave |
Ste 1600 |
Seattle |
WA |
[email protected] |
https://lnwadvisors.com |
4633 |
2,613.00 |
1,773,410.00 |
10 |
578.00 |
251-500 Clients |
https://www.facebook.com/#!/lairdnortonwealthmanagement?fref=ts |
https://www.linkedin.com/company/laird-norton-wealth-management/ |
|
http://www.youtube.com/user/lairdnortonwm |
| 107,638 |
Lodestar Private Asset Management LLC |
Lodestar Private Asset Management LLC |
|
3201 Danville Blvd |
Ste 275 |
Alamo |
CA |
[email protected] |
https://www.lodestarpam.com |
979 |
1,687.00 |
580,755.00 |
5 |
998.00 |
251-500 Clients |
https://www.facebook.com/Lodestar-Private-Asset-Management-LLC-103223403076892/ |
|
|
|
| 107,153 |
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP |
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP |
|
230 Congress St |
|
Boston |
MA |
[email protected] |
http://www.lwcotrust.com |
11611 |
3,392.00 |
3,423,287.00 |
2 |
3,425.00 |
251-500 Clients |
|
https://www.linkedin.com/company/loring-wolcott-&-coolidge/ |
|
|
| 118,923 |
Lountzis Asset Management, LLC |
Lountzis Asset Management, LLC |
|
60 Commerce Dr |
|
Reading |
PA |
[email protected] |
https://www.lountzis.com |
504 |
296.00 |
1,704,529.00 |
0 |
157.00 |
101-250 Clients |
|
https://www.linkedin.com/company/lountzis-asset-management-llc/ |
|
|
| 111,039 |
LVM Capital Management Ltd |
LVM Capital Management Ltd |
|
7840 Moorsbridge Rd |
|
Portage |
MI |
|
http://www.lvmcapital.com |
1176 |
1,344.00 |
875,109.00 |
4 |
1,344.00 |
51-100 Clients |
|
https://www.linkedin.com/company/lvm-capital-management/ |
|
|
| 283,521 |
Lyell Wealth Management LP |
Lyell Wealth Management LP |
|
3000 Sand Hill Rd |
Ste 135 |
Menlo Park |
CA |
[email protected] |
https://lyellwealth.com |
1094 |
286.00 |
3,826,119.00 |
0 |
286.00 |
251-500 Clients |
|
|
|
|
| 114,629 |
Main Street Research LLC |
Main Street Research LLC |
|
342 Main St |
|
Lakeville |
CT |
[email protected] |
http://ms-research.com |
1816 |
2,550.00 |
712,395.00 |
2 |
928.00 |
101-250 Clients |
https://www.facebook.com/MainStreetResearch |
https://www.linkedin.com/company/main-street-research/ |
https://twitter.com/MAINSTREETRIA |
https://www.youtube.com/channel/UCAhWEuanmTs_6WEQgbPDq0g |
| 281,782 |
Marietta Wealth Management, LLC |
Marietta Wealth Management, LLC |
|
472 N Sessions St NW |
Unit 24 |
Marietta |
GA |
[email protected] |
http://mariettawealth.com |
1147 |
1,298.00 |
883,762.00 |
4 |
429.00 |
251-500 Clients |
https://www.facebook.com/mariettawealth/ |
https://www.linkedin.com/company/marietta-wealth-management/ |
|
|
| 107,722 |
Maslow Wealth Advisors |
Maslow Wealth Advisors |
|
1601 S Mo Pac Expy |
Ste 125D |
Austin |
TX |
[email protected] |
https://www.maslow-wealth.com |
1758 |
355.00 |
4,952,335.00 |
9 |
268.00 |
101-250 Clients |
https://www.facebook.com/people/maslow-wealth-advisors/61556349686072/ |
https://www.linkedin.com/company/maslow-wealth-advisors/about/ |
http://www.twitter.com/DB_PWM |
|
| 292,353 |
Materetsky Financial Group |
Materetsky Financial Group |
|
2240 W Woolbright Rd |
Ste 354 |
Boynton Beach |
FL |
[email protected] |
http://www.materetsky.com |
523 |
1,920.00 |
272,666.00 |
2 |
632.00 |
1,000 |
|
https://www.linkedin.com/company/materetsky-financial-group/ |
https://twitter.com/MateretskyFG |
|
| 104,567 |
McRae Capital Management Inc. |
McRae Capital Management Inc. |
|
230 Madison Ave |
|
Morristown |
NJ |
|
http://www.mcraecapital.com |
701 |
818.00 |
857,636.00 |
0 |
818.00 |
101-250 Clients |
https://www.facebook.com/McRaeCapitalManagement/ |
https://www.linkedin.com/company/mcrae-capital-management/ |
https://twitter.com/MCRAECAPITAL |
|
| 282,609 |
Meridian Wealth Advisors, LLC |
Meridian Wealth Advisors, LLC |
|
3600 N Capital of Texas Hwy |
Ste 150 |
Austin |
TX |
[email protected] |
http://www.meridianadvisors.com |
1223 |
1,279.00 |
956,930.00 |
7 |
324.00 |
26-50 Clients |
|
https://www.linkedin.com/company/meridian-wealth-advisors-llc/ |
https://twitter.com/MERIDIAN_WEALTH |
|
| 107,177 |
Meritage Portfolio Management, Inc. |
Meritage Portfolio Management, Inc. |
|
7500 College Blvd |
Ste 1212 |
Overland Park |
KS |
[email protected] |
https://www.meritageportfolio.com |
2369 |
1,493.00 |
1,586,844.00 |
0 |
553.00 |
51-100 Clients |
https://www.facebook.com/meritagepm/ |
https://www.linkedin.com/company/meritage-portfolio-management/ |
https://twitter.com/meritagepm |
|
| 141,470 |
Mill Creek Capital Advisors, LLC |
Mill Creek Capital Advisors, LLC |
|
161 Washington St |
Ste 1500 |
Conshohocken |
PA |
|
http://www.millcreekcap.com |
8201 |
2,081.00 |
3,941,063.00 |
16 |
435.00 |
251-500 Clients |
|
https://www.linkedin.com/company/mill-creek-capital-advisors-llc/ |
|
|
| 108,637 |
MIO Partners, Inc. |
MIO Partners, Inc. |
|
630 5th Ave |
Fl 37 |
New York |
NY |
[email protected] |
https://www.miopartners.com |
47797 |
59.00 |
810,123,414.00 |
5 |
1,762.00 |
850 |
|
https://www.linkedin.com/company/mio-partners-inc./ |
|
|
| 104,727 |
Moneta Group Investment Advisors, LLC |
Moneta Group Investment Advisors, LLC |
|
100 S Brentwood Blvd |
|
Saint Louis |
MO |
[email protected] |
http://www.monetagroup.com |
37481 |
40,790.00 |
918,892.00 |
123 |
7,732.00 |
7,500 |
https://www.facebook.com/MonetaGroup/ |
https://www.linkedin.com/company/moneta-group/ |
https://twitter.com/monetagroup |
|
| 173,949 |
Monograph Wealth Advisors, LLC |
Monograph Wealth Advisors, LLC |
|
1230 Rosecrans Ave |
Ste 425 |
Manhattan Beach |
CA |
|
http://monographwealth.com |
2228 |
954.00 |
2,335,462.00 |
1 |
180.00 |
101-250 Clients |
|
|
|
|
| 105,756 |
Montag |
Montag |
|
200 Galleria Pkwy SE |
Ste 1450 |
Atlanta |
GA |
[email protected] |
https://montagwealthmanagement.com |
2507 |
1,234.00 |
2,031,618.00 |
0 |
487.00 |
26-50 Clients |
https://www.facebook.com/Montag-Wealth-Management-100633018364895/ |
https://www.linkedin.com/company/139545/ |
https://twitter.com/montagwealth |
https://www.youtube.com/@montagwealthmanagement5703 |
| 111,908 |
Monument Group Wealth Advisors, LLC |
Monument Group Wealth Advisors, LLC |
|
801 Main St |
Ste 14 |
Concord |
MA |
|
http://www.monumentgroupwealth.com |
535 |
625.00 |
856,924.00 |
1 |
172.00 |
101-250 Clients |
|
|
|
|
| 111,819 |
Morling Financial Advisors, LLC |
Morling Financial Advisors, LLC |
|
39355 California St |
Ste 201A |
Fremont |
CA |
|
http://www.morlingfinancialadvisors.com |
606 |
1,430.00 |
424,468.00 |
11 |
341.00 |
101-250 Clients |
https://www.facebook.com/morlingfinancialadvisors |
https://www.linkedin.com/company/morling-financial-advisors/ |
|
|
| 141,250 |
Morton Wealth |
Morton Wealth |
|
27200 Agoura Rd |
Ste 200 |
Agoura Hills |
CA |
[email protected] |
https://www.mortonwealth.com |
2645 |
3,523.00 |
750,791.00 |
17 |
1,137.00 |
101-250 Clients |
https://www.facebook.com/mortonwealth |
https://www.linkedin.com/company/mortonwealth/ |
|
https://www.youtube.com/channel/UClxz_9Jl9lW8lDwJ6qsOMHw |
| 108,917 |
Moss Adams Wealth Advisors LLC |
Moss Adams Wealth Advisors LLC |
|
999 3rd Ave |
Ste 2800 |
Seattle |
WA |
[email protected] |
https://www.mossadams.com |
3914 |
4,226.00 |
926,287.00 |
10 |
1,254.00 |
1,000 |
https://www.facebook.com/pages/Moss-Adams-Careers/235613399811828 |
https://www.linkedin.com/company/moss-adams-llp/about/ |
|
https://www.youtube.com/user/MossAdamsLLP |
| 145,777 |
Mozaic, LLC |
Mozaic, LLC |
|
350 S Beverly Dr |
Ste 340 |
Beverly Hills |
CA |
[email protected] |
http://mozaic-llc.com |
3636 |
75.00 |
48,484,031.00 |
1 |
150.00 |
51-100 Clients |
|
|
|
|
| 134,436 |
myCIO Wealth Partners, LLC |
myCIO Wealth Partners, LLC |
|
2929 Walnut St |
Ste 1200 |
Philadelphia |
PA |
|
http://www.myciowp.com |
12968 |
7,648.00 |
1,695,625.00 |
1 |
913.00 |
500 |
|
|
|
|
| 109,432 |
NavPoint Financial, Inc. |
NavPoint Financial, Inc. |
|
16180 Hastings Ave SE |
Ste 301 |
Prior Lake |
MN |
[email protected] |
https://www.navpoint-financial.com |
609 |
224.00 |
2,721,315.00 |
0 |
238.00 |
101-250 Clients |
|
|
|
|
| 112,182 |
Neumann Capital Management |
Neumann Capital Management |
|
303 Vintage Park Dr |
Ste 100 |
San Mateo |
CA |
|
http://neumanncapital.com |
506 |
564.00 |
897,431.00 |
3 |
181.00 |
101-250 Clients |
|
|
|
|
| 133,790 |
New England Private Wealth Advisors, LLC |
New England Private Wealth Advisors, LLC |
|
36 Washington St |
Ste 280 |
Wellesley Hills |
MA |
[email protected] |
http://www.nepwealth.com |
2678 |
2,742.00 |
977,011.00 |
2 |
348.00 |
251-500 Clients |
|
|
|
|
| 110,361 |
Northeast Financial |
Northeast Financial |
|
518-B Riverside Ave |
Fl 2 |
Westport |
CT |
|
http://www.nfc-westport.com |
4149 |
1,537.00 |
2,699,697.00 |
2 |
267.00 |
251-500 Clients |
|
|
|
|
| 117,949 |
Novare Capital Management |
Novare Capital Management |
|
521 E Morehead St |
Ste 510 |
Charlotte |
NC |
|
http://novarecapital.com |
1509 |
1,814.00 |
831,877.00 |
3 |
755.00 |
26-50 Clients |
https://www.facebook.com/NovareCapitalManagement/ |
https://www.linkedin.com/company/novare-capital-management |
|
|
| 104,683 |
NPF Investment Advisors |
NPF Investment Advisors |
|
40 Pearl St NW |
Ste 500 |
Grand Rapids |
MI |
|
https://npfinvest.com |
2354 |
2,599.00 |
905,930.00 |
5 |
858.00 |
101-250 Clients |
https://www.facebook.com/npfinvest |
https://www.linkedin.com/company/norris-perne-&-french-llp/ |
|
|
| 105,336 |
O'Brien Wealth Partners LLC |
O'Brien Wealth Partners LLC |
|
51 Sawyer Rd |
Ste 600 |
Waltham |
MA |
[email protected] |
https://www.obrienwp.com |
962 |
2,054.00 |
468,444.00 |
6 |
500.00 |
101-250 Clients |
https://www.facebook.com/obrienwp/ |
https://www.linkedin.com/company/o'brien-management/ |
https://www.twitter.com/jillfop |
|
| 132,481 |
O'Rourke & Company, Incorporated |
O'Rourke & Company, Incorporated |
|
84 State St |
Ste 840 |
Boston |
MA |
|
|
518 |
711.00 |
728,648.00 |
2 |
614.00 |
51-100 Clients |
|
|
|
|
| 112,337 |
Oakmont Corporation |
Oakmont Corporation |
|
865 S Figueroa St |
Ste 700 |
Los Angeles |
CA |
|
|
2274 |
83.00 |
27,406,890.00 |
0 |
83.00 |
51-100 Clients |
|
|
|
|
| 110,069 |
Obermeyer Wealth Partners |
Obermeyer Wealth Partners |
|
501 Rio Grande Pl |
Ste 107 |
Aspen |
CO |
|
|
2387 |
2,385.00 |
1,000,851.00 |
5 |
977.00 |
51-100 Clients |
|
|
|
|
| 169,588 |
Oliver Luxxe Assets LLC |
Oliver Luxxe Assets LLC |
|
17 Mendham Rd |
Ste 200 |
Gladstone |
NJ |
[email protected] |
http://www.oliverluxxe.com |
693 |
1,423.00 |
487,616.00 |
1 |
409.00 |
51-100 Clients |
|
https://www.linkedin.com/company/oliverluxxeassets/ |
|
|
| 287,465 |
Operose Advisors LLC |
Operose Advisors LLC |
|
731 N Water St |
Ste 790 |
Milwaukee |
WI |
|
https://www.operoseadvisors.com |
1251 |
1,264.00 |
990,207.00 |
0 |
289.00 |
26-50 Clients |
|
https://www.linkedin.com/company/operose-partners/ |
|
|
| 106,528 |
Opus Capital Management |
Opus Capital Management |
|
221 E 4th St |
Ste 2700 |
Cincinnati |
OH |
[email protected] |
https://www.opus.capital |
1057 |
387.00 |
2,733,434.00 |
0 |
387.00 |
251-500 Clients |
https://www.facebook.com/opuscapitalmgmt |
https://www.linkedin.com/company/opus-capital-management/ |
https://twitter.com/opuscapitalmgmt |
https://www.youtube.com/channel/UCgeIMZJEWjKCgX7Z-8QqtlQ |
| 108,100 |
Osborne Partners |
Osborne Partners |
|
1 Embarcadero Ctr |
Ste 4100 |
San Francisco |
CA |
[email protected] |
https://www.osbornepartners.com |
2169 |
1,889.00 |
1,148,656.00 |
6 |
696.00 |
101-250 Clients |
|
https://www.linkedin.com/company/osborne-partners-capital-management/ |
|
|
| 105,303 |
Oxford Financial Group, Ltd |
Oxford Financial Group, Ltd |
|
11711 N Meridian St |
Ste 600 |
Carmel |
IN |
|
https://ofgltd.com/services/investment-advisory-services/mcp |
18201 |
6,270.00 |
2,902,879.00 |
12 |
702.00 |
251-500 Clients |
|
https://www.linkedin.com/company/oxford-financial-group-ltd./https://www.linkedin.com/company/oxford-financial-group-ltd./ |
|
|
| 136,089 |
Palisade Asset Management, LLC |
Palisade Asset Management, LLC |
|
100 S 5th St |
Ste 420 |
Minneapolis |
MN |
[email protected] |
http://www.palisadeam.com |
1203 |
801.00 |
1,502,790.00 |
0 |
112.00 |
26-50 Clients |
|
|
|
|
| 105,147 |
Paragon Capital Management |
Paragon Capital Management |
|
999 18th St |
Ste 1401 |
Denver |
CO |
[email protected] |
http://www.paragoncapitalco.com |
1134 |
773.00 |
1,467,015.00 |
3 |
165.00 |
101-250 Clients |
|
|
|
|
| 125,553 |
Parkside Advisors LLC |
Parkside Advisors LLC |
|
2040 Bancroft Way |
Ste 300 |
Berkeley |
CA |
[email protected] |
https://grubmanwm.com |
640 |
862.00 |
742,880.00 |
2 |
214.00 |
101-250 Clients |
https://www.facebook.com/GrubmanWM/ |
https://www.linkedin.com/company/grubman-wealth-management |
https://twitter.com/grubmanwm |
|
| 151,736 |
Pathstone |
Pathstone |
|
10 Sterling Blvd |
Ste 402 |
Englewood |
NJ |
[email protected] |
http://www.pathstone.com |
48258 |
25,825.00 |
1,868,659.00 |
7 |
1,931.00 |
251-500 Clients |
https://www.facebook.com/cornerstoneadvisorswm/ |
https://www.linkedin.com/company/cornerstone-advisor-inc-bellevue-wa/ |
https://twitter.com/PATHSTONEFAMILY?LANG=EN |
https://www.youtube.com/channel/UCweN6xD6lpMp-WUVUYRhrQQ |
| 124,801 |
Pathway Financial Advisors, LLC |
Pathway Financial Advisors, LLC |
|
2 Market St |
|
South Burlington |
VT |
[email protected] |
http://www.pathwayadvisors.com |
782 |
912.00 |
858,523.00 |
0 |
223.00 |
101-250 Clients |
|
|
|
|
| 120,533 |
Patton Wealth Advisors |
Patton Wealth Advisors |
|
8117 Preston Rd |
Ste 300 |
Dallas |
TX |
[email protected] |
https://www.pattonwealth.com |
593 |
284.00 |
2,090,182.00 |
1 |
189.00 |
26-50 Clients |
https://www.facebook.com/patton-fund-management-inc-695609980639037/?modal=media_composer |
https://www.linkedin.com/company/patton-fund-management/ |
https://www.twitter.com/pattonfunds |
|
| 106,895 |
PDS Planning Inc |
PDS Planning Inc |
|
475 Metro Pl S |
Ste 460 |
Dublin |
OH |
[email protected] |
http://pdsplanning.com |
1390 |
3,082.00 |
451,024.00 |
6 |
605.00 |
251-500 Clients |
https://www.facebook.com/pdsplanning/ |
https://www.linkedin.com/company/pds-planning-inc-/ |
|
|
| 106,944 |
Peak Asset Management, LLC |
Peak Asset Management, LLC |
|
1371 Hecla Dr |
Ste A |
Louisville |
CO |
[email protected] |
http://peakam.com |
825 |
1,025.00 |
805,007.00 |
8 |
315.00 |
51-100 Clients |
|
https://www.linkedin.com/company/peak-asset-management-llc-colorado |
|
|
| 175,206 |
Pegasus Partners |
Pegasus Partners |
|
1333 W Towne Square Rd |
|
Mequon |
WI |
|
http://www.pegpartnersltd.com |
3085 |
3,329.00 |
926,707.00 |
7 |
599.00 |
500 |
|
|
|
|
| 282,688 |
Pennington Partners & Co., LLC |
Pennington Partners & Co., LLC |
|
7500 Old Georgetown Rd |
Ste 705 |
Bethesda |
MD |
[email protected] |
http://www.penningtonpartners.co |
2973 |
437.00 |
6,804,411.00 |
5 |
68.00 |
26-50 Clients |
|
|
|
|
| 168,859 |
Perennial |
Perennial |
|
1350 Avenue of the Americas |
Ste 2802 |
New York |
NY |
[email protected] |
http://www.perennial.com |
591 |
435.00 |
1,360,266.00 |
1 |
120.00 |
101-250 Clients |
|
https://www.linkedin.com/company/10144223/ |
|
|
| 158,248 |
Personal CFO Solutions LLC |
Personal CFO Solutions LLC |
|
384 Main St |
|
Chester |
NJ |
[email protected] |
http://personalcfosolutions.com |
1166 |
4,056.00 |
287,545.00 |
7 |
522.00 |
251-500 Clients |
https://www.facebook.com/Personal-CFO-Solutions-LLC-164467286976098/ |
|
|
|
| 140,330 |
Perspective Wealth Partners, LLC |
Perspective Wealth Partners, LLC |
|
121 N 9th St |
Ste 204 |
Boise |
ID |
|
http://www.perspectivewealth.com |
576 |
249.00 |
2,315,574.00 |
5 |
249.00 |
101-250 Clients |
|
https://www.linkedin.com/company/perspective-wealth-partners-llc/about/ |
|
|
| 146,349 |
Peterson Wealth Advisors, LLC |
Peterson Wealth Advisors, LLC |
|
360 W 920 N |
|
Orem |
UT |
[email protected] |
http://www.petersonwealth.com |
567 |
1,588.00 |
357,324.00 |
7 |
587.00 |
587 |
https://www.facebook.com/RetirementIncomePlanners |
https://www.linkedin.com/company/peterson-wealth-advisors |
|
https://www.youtube.com/channel/UC8SqL7jvBvFy2xfHhNvGL7g |
| 105,365 |
Pinney & Scofield, Inc. |
Pinney & Scofield, Inc. |
|
22 Hilliard St |
|
Cambridge |
MA |
|
https://www.pinneyandscofield.com |
666 |
1,217.00 |
547,371.00 |
1 |
292.00 |
251-500 Clients |
|
|
|
|
| 106,599 |
Plancorp, LLC |
Plancorp, LLC |
|
540 Maryville Centre Dr |
Ste 105 |
Saint Louis |
MO |
[email protected] |
http://www.plancorp.com |
6479 |
6,627.00 |
977,769.00 |
30 |
1,656.00 |
1,500 |
https://www.facebook.com/plancorp-117209011673086/ |
https://www.linkedin.com/company/712915/ |
https://twitter.com/Plancorp_LLC |
|
| 145,743 |
PrairieView Partners, LLC |
PrairieView Partners, LLC |
|
445 Minnesota St |
|
Saint Paul |
MN |
[email protected] |
http://www.prairieviewpartners.com |
948 |
436.00 |
2,176,583.00 |
5 |
438.00 |
251-500 Clients |
https://www.facebook.com/PrairieViewPartners/ |
https://www.linkedin.com/company/prairieview-partners/about/ |
|
|
| 105,058 |
Prio Wealth LP |
Prio Wealth LP |
|
265 Franklin St |
|
Boston |
MA |
|
https://priowealth.com |
3737 |
1,765.00 |
2,117,734.00 |
9 |
694.00 |
51-100 Clients |
https://www.facebook.com/PrioWealth |
https://www.linkedin.com/company/prio-wealth/ |
https://twitter.com/PrioWealth |
|
| 155,216 |
Private Advisor Group, LLC |
Private Advisor Group, LLC |
|
305 Madison Ave |
|
Morristown |
NJ |
|
https://www.privateadvisorgroup.com |
35289 |
129,657.00 |
272,175.00 |
349 |
130,777.00 |
2,500 |
https://www.facebook.com/PrivateAdvisorGroup |
https://www.linkedin.com/company/private-advisor-group/ |
https://twitter.com/privateADVgroup |
https://www.youtube.com/user/PrivateAdvisorGroup |
| 105,278 |
Proffitt & Goodson Inc. |
Proffitt & Goodson Inc. |
|
4800 Old Kingston Pike |
Ste 200 |
Knoxville |
TN |
[email protected] |
https://www.proffittgoodson.com |
600 |
816.00 |
735,828.00 |
3 |
262.00 |
51-100 Clients |
https://www.facebook.com/ProffittGoodson/ |
https://www.linkedin.com/company/proffitt-&-goodson-inc./ |
https://twitter.com/PROFFITTGOODSON |
|
| 147,597 |
Promus Capital, LLC |
Promus Capital, LLC |
|
156 N Jefferson St |
Ste 300 |
Chicago |
IL |
[email protected] |
http://www.promuscapital.com |
1410 |
507.00 |
2,782,314.00 |
4 |
122.00 |
26-50 Clients |
|
https://www.linkedin.com/company/promus-holdings-llc/about/ |
|
|
| 281,762 |
Prowell Financial Management, LLC |
Prowell Financial Management, LLC |
|
717 Constitution Dr |
Ste 102 |
Exton |
PA |
|
http://www.prowell-financial.com |
8343 |
325.00 |
25,672,729.00 |
0 |
52.00 |
26-50 Clients |
|
|
|
|
| 117,962 |
Punch & Associates Investment Management, Inc. |
Punch & Associates Investment Management, Inc. |
|
7701 France Ave S |
Ste 300 |
Minneapolis |
MN |
[email protected] |
http://punchinvest.com |
1855 |
1,772.00 |
1,047,107.00 |
3 |
565.00 |
500 |
|
|
|
|
| 151,490 |
QuadCap Wealth Management, LLC |
QuadCap Wealth Management, LLC |
|
7790 Main St |
|
Frisco |
TX |
|
http://www.quadcapwm.com |
769 |
1,485.00 |
518,325.00 |
4 |
362.00 |
251-500 Clients |
|
https://www.linkedin.com/company/quadcap-wealth-management-llc/ |
|
|
| 137,021 |
Rappaport Reiches Capital Management, |
Rappaport Reiches Capital Management, |
|
5202 Old Orchard Rd |
Ste 160 |
Skokie |
IL |
|
http://www.rrcapital.com |
928 |
1,679.00 |
552,886.00 |
5 |
401.00 |
251-500 Clients |
https://www.facebook.com/RappaportReiches |
https://www.linkedin.com/company/rappaport-reiches-capital-management/ |
|
|
| 298,259 |
Regent Peak Wealth Advisors, LLC |
Regent Peak Wealth Advisors, LLC |
|
200 Galleria Pkwy SE |
Ste 1175 |
Atlanta |
GA |
[email protected] |
http://regentpeakwealth.com |
611 |
1,439.00 |
424,942.00 |
2 |
199.00 |
26-50 Clients |
https://www.facebook.com/Regent-Peak-450149915757907/ |
https://www.linkedin.com/company/regent-peak-wealth-advisors/ |
https://x.com/RegentPeak |
https://www.youtube.com/channel/UCnY-IwJoi8Rr2BjEtCvKU7w/about |
| 298,451 |
Resonant Capital Advisors, LLC |
Resonant Capital Advisors, LLC |
|
33 E. Main St |
Ste 440 |
Madison |
WI |
[email protected] |
http://www.resonantcapital.com |
1747 |
1,981.00 |
882,311.00 |
1 |
477.00 |
251-500 Clients |
https://www.facebook.com/ResonantCapitalAdvisors |
https://www.linkedin.com/company/resonant-capital |
|
|
| 137,342 |
Reynders, McVeigh Capital Management, LLC |
Reynders, McVeigh Capital Management, LLC |
|
10 Post Office Sq |
Ste 1010N |
Boston |
MA |
[email protected] |
http://www.reyndersmcveigh.com |
3654 |
757.00 |
4,828,068.00 |
2 |
767.00 |
26-50 Clients |
|
https://www.linkedin.com/company/reynders-mcveigh-capital-management-llc-/ |
https://twitter.com/REYNDERSMCVEIGH |
|
| 108,074 |
Riverbridge |
Riverbridge |
|
80 S 8th St |
Ste 1500 |
Minneapolis |
MN |
[email protected] |
https://riverbridge.com |
7429 |
4,771.00 |
1,557,176.00 |
6 |
4,771.00 |
251-500 Clients |
|
https://www.linkedin.com/company/riverbridge-partners-llc/ |
|
|
| 140,377 |
Riverview Capital Advisers LLC |
Riverview Capital Advisers LLC |
|
265 Franklin St |
Ste 403 |
Boston |
MA |
|
http://riverviewcapital.com |
527 |
542.00 |
973,198.00 |
3 |
202.00 |
101-250 Clients |
|
https://www.linkedin.com/company/riverview-capital-advisers-llc/ |
|
|
| 283,540 |
Riverwater Partners LLC |
Riverwater Partners LLC |
|
1433 N Water St |
Ste 303 |
Milwaukee |
WI |
[email protected] |
http://riverwaterpartners.com |
871 |
545.00 |
1,599,522.00 |
1 |
194.00 |
26-50 Clients |
https://www.facebook.com/riverwaterpartners/ |
https://www.linkedin.com/company/riverwater-partners-llc |
|
|
| 123,286 |
Roble, Belko and Company, Inc. |
Roble, Belko and Company, Inc. |
|
1603 Carmody Ct |
Ste 401 |
Sewickley |
PA |
[email protected] |
http://roblebelko.com |
953 |
977.00 |
975,631.00 |
2 |
216.00 |
101-250 Clients |
|
https://www.linkedin.com/company/roble-belko-&-company/ |
|
|
| 130,825 |
Rock Point Advisors, LLC |
Rock Point Advisors, LLC |
|
77 College St |
Fl 4 |
Burlington |
VT |
|
https://www.rockpointadvisors.com |
527 |
483.00 |
1,091,679.00 |
3 |
243.00 |
51-100 Clients |
|
|
|
|
| 106,019 |
Roffman Miller Associates Inc |
Roffman Miller Associates Inc |
|
1835 Market St |
Ste 500 |
Philadelphia |
PA |
[email protected] |
http://www.roffmanmiller.com |
2484 |
1,458.00 |
1,703,717.00 |
8 |
1,460.00 |
101-250 Clients |
|
|
|
|
| 288,453 |
Rossmore Private Capital, LLC |
Rossmore Private Capital, LLC |
|
628 Hebron Ave |
Ste 306 |
Glastonbury |
CT |
|
http://rossmore.com |
1143 |
767.00 |
1,491,356.00 |
2 |
513.00 |
101-250 Clients |
|
|
|
|
| 148,083 |
Roundview Capital, LLC |
Roundview Capital, LLC |
|
182 Nassau St |
Ste 201 |
Princeton |
NJ |
|
https://www.roundviewcapital.com |
1409 |
1,603.00 |
879,591.00 |
0 |
497.00 |
51-100 Clients |
|
|
|
|
| 172,173 |
RPG Investment Advisory, LLC |
RPG Investment Advisory, LLC |
|
6600 Koll Center Pkwy |
Ste 100 |
Pleasanton |
CA |
|
http://rpgadvisory.com |
705 |
856.00 |
823,965.00 |
1 |
856.00 |
51-100 Clients |
|
|
|
|
| 110,744 |
RTD Financial Advisors Inc |
RTD Financial Advisors Inc |
|
30 S 17th St |
Ste 1620 |
Philadelphia |
PA |
[email protected] |
http://www.rtdfinancial.com |
2117 |
2,878.00 |
735,724.00 |
4 |
678.00 |
500 |
|
|
https://twitter.com/RTDFinancial |
|
| 125,696 |
RZH Advisors LLC |
RZH Advisors LLC |
|
1 Landmark Sq |
Fl 11 |
Stamford |
CT |
[email protected] |
https://www.rzhadvisors.com |
1718 |
1,438.00 |
1,194,734.00 |
1 |
407.00 |
251-500 Clients |
|
https://www.linkedin.com/company/rzhadvisors/ |
|
|
| 116,574 |
Sage Financial Group Inc. |
Sage Financial Group Inc. |
|
300 Barr Harbor Dr |
Ste 200 |
Conshohocken |
PA |
|
https://sagefinancial.wpengine.com |
3213 |
3,917.00 |
820,393.00 |
17 |
1,004.00 |
251-500 Clients |
|
https://www.linkedin.com/company/sage-financial-group/ |
|
|
| 298,593 |
Sage Mountain Advisors, LLC |
Sage Mountain Advisors, LLC |
|
945 E Paces Ferry Rd NE |
Ste 2660 |
Atlanta |
GA |
[email protected] |
https://www.sagemountainadvisors.com |
2190 |
149.00 |
14,698,557.00 |
4 |
156.00 |
51-100 Clients |
|
https://www.linkedin.com/company/sage-mountain-advisors/ |
|
|
| 292,456 |
Salomon and Ludwin |
Salomon and Ludwin |
|
1401 Gaskins Rd |
|
Henrico |
VA |
[email protected] |
http://salomonludwin.com |
1709 |
2,214.00 |
772,194.00 |
3 |
604.00 |
251-500 Clients |
https://www.facebook.com/salomonludwin |
https://www.linkedin.com/company/salomon-&-ludwin-llc/about/ |
|
|
| 226,606 |
Sanctuary Advisors, LLC |
Sanctuary Advisors, LLC |
|
3815 River Crossing Pkwy |
Ste 200 |
Indianapolis |
IN |
[email protected] |
https://www.sanctuarywealth.com |
22024 |
49,099.00 |
448,569.00 |
100 |
13,005.00 |
51-100 Clients |
https://www.facebook.com/Sanctuary-Wealth-2411320299141834 |
https://www.linkedin.com/company/sanctuarywp/ |
https://x.com/sanctuarywp |
https://www.youtube.com/channel/UCymAW5TT-ePQntDP-A9nBjg |
| 111,295 |
Sand Hill Global Advisors, LLC |
Sand Hill Global Advisors, LLC |
|
245 Lytton Ave |
Ste 300 |
Palo Alto |
CA |
[email protected] |
https://www.sandhillglobaladvisors.com |
3443 |
1,963.00 |
1,754,340.00 |
9 |
537.00 |
251-500 Clients |
|
https://www.linkedin.com/company/sand-hill-global-advisors/ |
https://twitter.com/SandHillGlobal |
https://www.youtube.com/channel/UCNHEQ9FP6RW8uTbe_CVRKfg |
| 297,499 |
Sargent Investment Group |
Sargent Investment Group |
|
4920 Elm St |
Ste 305 |
Bethesda |
MD |
|
https://www.sargentinvestmentgroup.com |
1146 |
1,676.00 |
684,246.00 |
6 |
413.00 |
51-100 Clients |
|
https://www.linkedin.com/company/sargentinvestmentgroup/about/ |
|
|
| 143,519 |
Satovsky Asset Management LLC |
Satovsky Asset Management LLC |
|
232 Madison Ave |
Ste 400 |
New York |
NY |
|
http://www.satovsky.com |
792 |
206.00 |
3,845,175.00 |
2 |
206.00 |
101-250 Clients |
https://www.facebook.com/SatovskyAssetManagement/ |
https://www.linkedin.com/company/satovsky-asset-management-llc/ |
https://twitter.com/jonsatovsky |
https://www.youtube.com/@SatovskyAssetManagement |
| 132,513 |
SBK Financial, Inc. |
SBK Financial, Inc. |
|
1001 Haxall Pt |
Ste 705 |
Richmond |
VA |
[email protected] |
http://www.sbkfinancial.com |
1134 |
1,315.00 |
862,978.00 |
3 |
272.00 |
251-500 Clients |
|
https://www.linkedin.com/company/6272947/ |
|
|
| 107,630 |
Schaper Benz & Wise Investment Counsel Inc |
Schaper Benz & Wise Investment Counsel Inc |
|
40 Jewelers Park Dr |
Ste 200 |
Neenah |
WI |
[email protected] |
http://www.sbw-invest.com |
1399 |
952.00 |
1,469,878.00 |
2 |
381.00 |
51-100 Clients |
|
https://www.linkedin.com/company/schaper-benz-&-wise-investment-counsel-inc/ |
|
|
| 105,508 |
Scharf Investments, LLC |
Scharf Investments, LLC |
|
16450 Los Gatos Blvd |
Ste 207 |
Los Gatos |
CA |
[email protected] |
http://scharfinvestments.com |
4540 |
1,603.00 |
2,832,555.00 |
5 |
1,603.00 |
101-250 Clients |
|
https://www.linkedin.com/company/scharfinvestments/ |
|
|
| 169,114 |
Schechter Investment Advisors, LLC |
Schechter Investment Advisors, LLC |
|
111 W Merrill St |
Ste 400 |
Birmingham |
MI |
[email protected] |
http://www.schechterinvestments.com |
3349 |
2,822.00 |
1,186,876.00 |
12 |
1,564.00 |
51-100 Clients |
https://www.facebook.com/SchechterWealth/ |
https://www.linkedin.com/company/schechter-wealth/ |
https://twitter.com/schechterwealth?lang=en |
|
| 122,258 |
SCS Capital Management LLC |
SCS Capital Management LLC |
|
888 Boylston St |
Ste 1010 |
Boston |
MA |
[email protected] |
https://www.scsfinancial.com |
30185 |
366.00 |
82,473,193.00 |
7 |
283.00 |
101-250 Clients |
|
https://www.linkedin.com/company/scs-financial/ |
|
|
| 108,163 |
SEIA |
SEIA |
https://worth.com/signature-estate-investment-advisors-llc/ |
2121 Avenue Of The Stars |
Ste 1600 |
Los Angeles |
CA |
|
http://www.seia.com |
14211 |
18,483.00 |
768,895.00 |
40 |
6,720.00 |
251-500 Clients |
|
https://www.linkedin.com/company/1299114/ |
|
|
| 120,766 |
Sensible Financial Planning and Management, LLC |
Sensible Financial Planning and Management, LLC |
|
203 Crescent St |
Ste 404 |
Waltham |
MA |
|
https://www.sensiblefinancial.com |
774 |
1,597.00 |
485,226.00 |
11 |
379.00 |
101-250 Clients |
https://www.facebook.com/SensibleFinancial/ |
https://www.linkedin.com/company/5399085/ |
https://twitter.com/SensibleRick |
|
| 148,194 |
Sequent Asset Management, LLC |
Sequent Asset Management, LLC |
|
952 Echo Ln |
Ste 312 |
Houston |
TX |
|
http://www.sequentasset.com |
884 |
312.00 |
2,835,834.00 |
1 |
312.00 |
26-50 Clients |
|
|
|
|
| 157,435 |
Seven Post Investment Office LP |
Seven Post Investment Office LP |
|
1 Montgomery St |
Ste 3150 |
San Francisco |
CA |
[email protected] |
http://www.sevenpost.com |
7490 |
215.00 |
34,837,599.00 |
0 |
58.00 |
51-100 Clients |
|
|
|
|
| 127,411 |
Seven Springs Wealth Group |
Seven Springs Wealth Group |
|
340 7 Springs Way |
Ste 710 |
Brentwood |
TN |
[email protected] |
https://sevenspringswealth.com |
765 |
1,057.00 |
723,878.00 |
2 |
219.00 |
101-250 Clients |
https://www.facebook.com/Sevenspringswealthgroup |
https://www.linkedin.com/company/sevenspringswealthgroupllc/ |
https://twitter.com/sevenspringswg |
https://www.youtube.com/channel/UCiXMLrjBSI0vBgXV1aIeYVg |
| 289,905 |
Shade Tree Advisors LLC |
Shade Tree Advisors LLC |
|
19 Railroad Pl |
Ste 301 |
Saratoga Springs |
NY |
|
http://www.shadetreeadvisors.com |
794 |
105.00 |
7,568,708.00 |
6 |
86.00 |
51-100 Clients |
|
https://www.linkedin.com/company/shade-tree-advisors-llc/about/ |
|
|
| 104,754 |
Sigma Investment Counselors |
Sigma Investment Counselors |
|
186 E Main St |
Ste 200 |
Northville |
MI |
[email protected] |
http://www.sigmainvestments.com |
1698 |
2,627.00 |
646,599.00 |
5 |
766.00 |
500 |
|
|
|
|
| 112,758 |
SignatureFD, LLC |
SignatureFD, LLC |
|
1230 Peachtree St NE |
Ste 1800 |
Atlanta |
GA |
[email protected] |
http://www.signaturefd.com |
7245 |
9,871.00 |
734,044.00 |
16 |
1,792.00 |
1,000 |
https://www.facebook.com/SignatureFD/ |
https://www.linkedin.com/company/signaturefd |
https://twitter.com/SignatureFD |
|
| 125,114 |
Silicon Valley Capital Partners, L.P. |
Silicon Valley Capital Partners, L.P. |
|
1731 Technology Dr |
Ste 810 |
San Jose |
CA |
[email protected] |
http://www.svcp.com |
860 |
1,387.00 |
620,337.00 |
0 |
417.00 |
251-500 Clients |
|
|
|
|
| 118,333 |
Silvercrest Asset Management Group LLC |
Silvercrest Asset Management Group LLC |
|
1330 Avenue of the Americas |
Fl 38 |
New York |
NY |
[email protected] |
http://www.silvercrestgroup.com |
33280 |
1,289.00 |
25,818,962.00 |
6 |
1,289.00 |
26-50 Clients |
|
|
|
|
| 110,532 |
SilverOak Wealth Management LLC |
SilverOak Wealth Management LLC |
|
3600 Minnesota Dr |
Ste 860 |
Minneapolis |
MN |
|
http://www.silveroakwealth.com |
1516 |
1,802.00 |
841,449.00 |
2 |
418.00 |
251-500 Clients |
|
|
|
|
| 132,330 |
Simon Quick Advisors, LLC |
Simon Quick Advisors, LLC |
|
360 Mount Kemble Ave |
|
Morristown |
NJ |
[email protected] |
https://simonquickadvisors.com |
5752 |
2,900.00 |
1,983,756.00 |
18 |
740.00 |
51-100 Clients |
https://www.facebook.com/Simonquickadvisors |
https://www.linkedin.com/company/simonquickadvisors |
https://twitter.com/SimonQuickAdvrs |
|
| 163,793 |
Single Point Partners |
Single Point Partners |
|
277 Dartmouth St |
Fl 4 |
Boston |
MA |
[email protected] |
https://www.spcfo.com |
524 |
963.00 |
545,161.00 |
0 |
192.00 |
101-250 Clients |
https://www.facebook.com/Single-Point-Partners-302594843412863/ |
https://www.linkedin.com/company/single-point-partners/ |
https://www.twitter.com/spcfo |
|
| 170,413 |
Sivia Capital Partners, LLC |
Sivia Capital Partners, LLC |
|
495 Miller Ave |
Ste 206 |
Mill Valley |
CA |
|
http://siviacapital.com |
512 |
383.00 |
1,339,103.00 |
2 |
56.00 |
51-100 Clients |
|
|
|
|
| 286,669 |
SlateStone Wealth LLC |
SlateStone Wealth LLC |
|
661 University Blvd |
Ste 100 |
Jupiter |
FL |
[email protected] |
https://www.slatestone.com |
1370 |
1,426.00 |
961,055.00 |
7 |
518.00 |
26-50 Clients |
https://www.facebook.com/SlateStoneWealth/ |
https://www.linkedin.com/company/slatestone/about/ |
|
|
| 109,540 |
Smith & Howard Wealth Management, LLC |
Smith & Howard Wealth Management, LLC |
|
271 17th St NW |
Ste 2100 |
Atlanta |
GA |
|
http://www.smithhowardwealth.com |
646 |
685.00 |
943,847.00 |
2 |
221.00 |
101-250 Clients |
https://www.facebook.com/SmithHowardWealthManagement |
https://www.linkedin.com/company/smith-&-howard-wealth-management-llc |
https://twitter.com/shwm_familycfo |
|
| 129,614 |
Smith Salley Wealth Management |
Smith Salley Wealth Management |
|
324 W Wendover Ave |
Ste 301 |
Greensboro |
NC |
[email protected] |
https://smith-salley.com |
3061 |
2,327.00 |
1,315,563.00 |
6 |
878.00 |
251-500 Clients |
|
https://www.linkedin.com/company/smith-salley-associates-llc/ |
|
|
| 154,690 |
Soltis Investment Advisors, LLC |
Soltis Investment Advisors, LLC |
|
20 N Main St |
Ste 400 |
Saint George |
UT |
[email protected] |
http://www.soltisadvisors.com |
6821 |
3,884.00 |
1,756,428.00 |
29 |
3,901.00 |
2,000 |
|
https://www.linkedin.com/company/soltis-investment-advisors/about/ |
|
|
| 107,588 |
Southeast Asset Advisors, LLC |
Southeast Asset Advisors, LLC |
|
314 Gordon Ave |
|
Thomasville |
GA |
[email protected] |
http://www.assetadvisor.com |
3747 |
1,345.00 |
2,786,007.00 |
1 |
343.00 |
251-500 Clients |
|
|
|
|
| 104,618 |
SPC Financial Inc |
SPC Financial Inc |
|
3202 Tower Oaks Blvd |
Ste 400 |
Rockville |
MD |
[email protected] |
https://spcfinancial.com |
1159 |
3,292.00 |
352,150.00 |
8 |
2,094.00 |
251-500 Clients |
|
https://www.linkedin.com/company/spc-financial-inc/ |
|
|
| 155,064 |
St. Clair Advisors, LLC |
St. Clair Advisors, LLC |
|
6120 Parkland Blvd |
Ste 306 |
Cleveland |
OH |
|
https://www.saintclairllc.com |
871 |
536.00 |
1,626,854.00 |
1 |
143.00 |
51-100 Clients |
|
|
|
|
| 106,785 |
Stack Financial Management Inc |
Stack Financial Management Inc |
|
625 Wisconsin Ave |
|
Whitefish |
MT |
[email protected] |
http://www.stackfinancialmanagement.com |
1797 |
1,529.00 |
1,175,712.00 |
0 |
860.00 |
51-100 Clients |
|
https://www.linkedin.com/company/10182528/ |
|
|
| 289,725 |
Stage Harbor Financial |
Stage Harbor Financial |
|
100 Lowder Brook Dr |
Ste 2500 |
Westwood |
MA |
[email protected] |
http://www.stageharborfinancial.com |
876 |
1,242.00 |
705,796.00 |
5 |
316.00 |
101-250 Clients |
|
https://www.linkedin.com/company/stageharborfinancial |
|
|
| 282,103 |
Stansberry Asset Management, LLC |
Stansberry Asset Management, LLC |
|
1600 Solana Blvd |
Ste 8100 |
Roanoke |
TX |
[email protected] |
http://stansberryam.com |
875 |
2,636.00 |
332,142.00 |
7 |
2,636.00 |
101-250 Clients |
|
https://www.linkedin.com/company/stansberry-asset-management/ |
|
|
| 107,999 |
Stepp & Rothwell Inc |
Stepp & Rothwell Inc |
|
7300 College Blvd |
Ste 100 |
Overland Park |
KS |
[email protected] |
http://www.steppandrothwell.com |
890 |
2,252.00 |
395,515.00 |
1 |
335.00 |
251-500 Clients |
https://www.facebook.com/steppandrothwell |
|
|
|
| 140,710 |
Sterling Investment Advisors Ltd. |
Sterling Investment Advisors Ltd. |
https://worth.com/company/sterling-investment-advisors-ltd/ |
1055 Westlakes Dr |
Ste 150 |
Berwyn |
PA |
|
http://www.sterling-advisors.com |
745 |
1,391.00 |
536,149.00 |
2 |
424.00 |
101-250 Clients |
|
https://www.linkedin.com/company/sterling-investment-advisors-ltd-/ |
|
|
| 285,973 |
Strata Wealth Advisors, LLC |
Strata Wealth Advisors, LLC |
|
8750 N Central Expy |
Ste 1875 |
Dallas |
TX |
[email protected] |
http://www.stratawealth.com |
795 |
1,065.00 |
746,938.00 |
6 |
274.00 |
101-250 Clients |
|
http://www.linkedin.com/company/strata-wealth/ |
|
|
| 109,677 |
Strategic Financial Services |
Strategic Financial Services |
|
114 Business Park Dr |
|
Utica |
NY |
[email protected] |
http://investstrategic.com |
1964 |
3,133.00 |
626,993.00 |
17 |
1,229.00 |
1,000 |
https://www.facebook.com/InvestSFS/ |
https://www.linkedin.com/company/strategic-financial-services/ |
|
https://www.youtube.com/user/topgun278 |
| 148,586 |
Strategic Wealth Partners, Ltd. |
Strategic Wealth Partners, Ltd. |
|
5005 Rockside Rd |
Ste 1200 |
Independence |
OH |
[email protected] |
https://www.swpconnect.com |
1083 |
3,107.00 |
348,763.00 |
10 |
1,290.00 |
500 |
https://www.facebook.com/Strategic-Wealth-Partners-755008401323034/ |
|
|
|
| 110,112 |
Summit Financial Strategies Inc |
Summit Financial Strategies Inc |
|
4111 Worth Ave |
Ste 510 |
Columbus |
OH |
|
http://www.summitfin.com |
1778 |
949.00 |
1,874,395.00 |
17 |
956.00 |
251-500 Clients |
https://www.facebook.com/summitfinancialstrategies |
https://www.linkedin.com/company/summit-financial-strategies-inc/ |
|
|
| 144,059 |
Summit Rock Advisors, LP |
Summit Rock Advisors, LP |
|
9 W 57th St |
Fl 18 |
New York |
NY |
|
http://summit-rock.com |
21482 |
204.00 |
105,306,329.00 |
0 |
69.00 |
51-100 Clients |
|
https://www.linkedin.com/company/summit-rock-advisors/ |
|
|
| 128,586 |
Summitry, LLC |
Summitry, LLC |
|
919 E Hillsdale Blvd |
Ste 150 |
San Mateo |
CA |
|
https://summitry.com |
2450 |
1,301.00 |
1,883,706.00 |
11 |
1,154.00 |
251-500 Clients |
https://www.facebook.com/summitryllc/ |
https://www.linkedin.com/company/summitryllc/ |
https://twitter.com/SummitryLLC |
|
| 109,228 |
Syverson Strege |
Syverson Strege |
|
4125 Westown Pkwy |
Ste 104 |
West Des Moines |
IA |
[email protected] |
http://www.onlyworkforyou.com |
900 |
2,174.00 |
414,200.00 |
2 |
629.00 |
500 |
https://www.facebook.com/syversonstregeandsherpa/ |
https://www.linkedin.com/company/syverson-strege-&-company?trk=biz-companies-cym |
https://twitter.com/SyversonStrege |
https://www.youtube.com/user/SyversonStrege |
| 107,639 |
Tanglewood Total Wealth Management, Inc. |
Tanglewood Total Wealth Management, Inc. |
https://worth.com/company/tanglewood-total-wealth-management/ |
1400 Post Oak Blvd |
Ste 550 |
Houston |
TX |
|
http://www.tanglewoodwealth.com |
1305 |
1,286.00 |
1,015,066.00 |
5 |
436.00 |
101-250 Clients |
|
|
|
|
| 106,079 |
Tarbox Family Office, Inc. |
Tarbox Family Office, Inc. |
|
500 Newport Center Dr |
Ste 500 |
Newport Beach |
CA |
|
|
873 |
815.00 |
1,071,931.00 |
1 |
236.00 |
101-250 Clients |
|
https://www.linkedin.com/company/thetarboxgroupinc./ |
|
|
| 291,194 |
Team Hewins, LLC |
Team Hewins, LLC |
|
203 Redwood Shores Pkwy |
Ste 550 |
Redwood City |
CA |
[email protected] |
http://teamhewins.com |
2501 |
1,729.00 |
1,446,993.00 |
11 |
505.00 |
251-500 Clients |
https://www.facebook.com/TeamHewins/ |
https://www.linkedin.com/company/hewins-financial-wipfli-hewins/ |
https://twitter.com/teamhewins |
|
| 155,270 |
The Advocate Group, LLC |
The Advocate Group, LLC |
|
601 Carlson Pkwy |
Ste 1100 |
Hopkins |
MN |
|
http://www.theadvocategroup.com |
635 |
947.00 |
671,492.00 |
4 |
403.00 |
251-500 Clients |
|
https://www.linkedin.com/company/107753 |
|
|
| 104,808 |
The Arkansas Financial Group, Inc. |
The Arkansas Financial Group, Inc. |
|
1001 N University Ave |
Ste 200 |
Little Rock |
AR |
[email protected] |
http://arfinancial.com |
755 |
1,595.00 |
473,424.00 |
0 |
350.00 |
251-500 Clients |
https://www.facebook.com/The-Arkansas-Financial-Group-169996856429023/ |
https://www.linkedin.com/company/the-arkansas-financial-group-inc-/ |
https://twitter.com/AFGPlan |
|
| 106,945 |
The Burney Company |
The Burney Company |
|
1800 Alexander Bell Dr |
Ste 510 |
Reston |
VA |
|
http://burney.com |
2680 |
4,284.00 |
625,749.00 |
10 |
1,934.00 |
251-500 Clients |
https://www.facebook.com/BurneyCo?ref=aymt_homepage_panel |
https://www.linkedin.com/company/the-burney-company/?trk=nmp_rec_act_company_photo |
https://twitter.com/BurneyCompany |
|
| 124,272 |
The Caprock Group, LLC |
The Caprock Group, LLC |
|
800 W Main St |
Ste 1150 |
Boise |
ID |
|
https://caprock.com |
9361 |
386.00 |
24,252,572.00 |
14 |
822.00 |
251-500 Clients |
|
https://www.linkedin.com/company/the-caprock-group/ |
https://twitter.com/THECAPROCKGROUP |
|
| 173,347 |
The Clarius Group, LLC |
The Clarius Group, LLC |
|
999 3rd Ave |
Ste 3050 |
Seattle |
WA |
[email protected] |
http://www.clariusgroup.com |
3986 |
1,124.00 |
3,546,617.00 |
6 |
225.00 |
101-250 Clients |
|
https://www.linkedin.com/company/theclariusgroup/ |
|
|
| 159,289 |
The Colony Group, LLC |
The Colony Group, LLC |
|
201 Washington St |
|
Boston |
MA |
|
http://thecolonygroup.com |
21472 |
20,909.00 |
1,026,957.00 |
224 |
6,349.00 |
2,800 |
http://www.facebook.com/pages/The-Colony-Group/220165628114335 |
http://www.linkedin.com/company/the-colony-group |
https://x.com/ColonyGroup |
https://www.youtube.com/channel/UC1nM4DWiv4HPOiDvvYpedxQ |
| 121,492 |
The Fairman Group, LLC |
The Fairman Group, LLC |
|
1200 Liberty Ridge Dr |
Ste 320 |
Wayne |
PA |
[email protected] |
https://fairmangroup.com |
778 |
994.00 |
783,281.00 |
3 |
173.00 |
101-250 Clients |
https://www.facebook.com/fairmangroupfamilyoffice/ |
https://www.linkedin.com/company/the-fairman-group/ |
https://x.com/FAIRMAN_FINL |
|
| 105,270 |
The Family Firm, Inc. |
The Family Firm, Inc. |
|
4800 Hampden Ln |
Ste 520 |
Bethesda |
MD |
|
http://familyfirm.com |
704 |
918.00 |
767,826.00 |
6 |
205.00 |
101-250 Clients |
https://www.facebook.com/TheFamilyFirm/ |
https://www.linkedin.com/company/264606/ |
https://twitter.com/FamilyFirmMD?lang=en |
|
| 221,530 |
The Fiduciary Group |
The Fiduciary Group |
|
310 Commercial Dr |
|
Savannah |
GA |
|
https://www.tfginvest.com |
1613 |
1,566.00 |
1,030,275.00 |
3 |
654.00 |
26-50 Clients |
https://www.facebook.com/tfginvest/ |
https://www.linkedin.com/company/the-fiduciary-group/ |
|
|
| 105,637 |
The Harbor Group, Inc. |
The Harbor Group, Inc. |
|
331 S River Rd |
|
Bedford |
NH |
|
https://www.harborgroup.com |
1532 |
3,450.00 |
444,194.00 |
0 |
679.00 |
251-500 Clients |
|
https://www.linkedin.com/company/the-harbor-group-inc/about/ |
|
|
| 19,608 |
The Investment Counsel Company |
The Investment Counsel Company |
|
10000 W Charleston Blvd |
Ste 280 |
Las Vegas |
NV |
[email protected] |
http://www.iccnv.com |
1640 |
1,783.00 |
920,098.00 |
6 |
277.00 |
101-250 Clients |
|
https://www.linkedin.com/company/the-investment-counsel-company-of-nevada/ |
|
|
| 156,005 |
The Mather Group, LLC |
The Mather Group, LLC |
|
353 N Clark St |
Ste 2775 |
Chicago |
IL |
[email protected] |
http://themathergroup.com |
10508 |
15,974.00 |
657,852.00 |
50 |
4,246.00 |
4,000 |
|
https://www.linkedin.com/company/the-mather-group-llc |
https://twitter.com/themathergroup |
|
| 166,593 |
The Portfolio Strategy Group, LLC |
The Portfolio Strategy Group, LLC |
|
81 Main St |
Unit 201 |
White Plains |
NY |
|
http://www.portfoliostrategygroup.com |
2159 |
405.00 |
5,332,786.00 |
1 |
405.00 |
251-500 Clients |
|
https://www.linkedin.com/company/the-portfolio-strategy-group/ |
|
|
| 142,618 |
The Wealth Collaborative, Inc. |
The Wealth Collaborative, Inc. |
|
30699 Russell Ranch Rd |
Ste 185 |
Thousand Oaks |
CA |
[email protected] |
http://www.thewealthcollaborative.com |
669 |
499.00 |
1,342,552.00 |
0 |
246.00 |
51-100 Clients |
https://www.facebook.com/thewealthcollaborative/ |
|
https://twitter.com/thewealthcollab |
|
| 159,736 |
Three Bell Capital LLC |
Three Bell Capital LLC |
|
1925 Cedar Springs Rd |
Ste 102 |
Dallas |
TX |
[email protected] |
https://www.three-bell.com |
3296 |
526.00 |
6,267,506.00 |
6 |
526.00 |
251-500 Clients |
https://www.facebook.com/ThreeBellCapital/ |
https://www.linkedin.com/company/three-bell-capital/ |
|
|
| 147,189 |
Tiedemann Advisors, LLC |
Tiedemann Advisors, LLC |
|
520 Madison Ave |
Fl 26 |
New York |
NY |
|
https://tiedemannadvisors.com |
25297 |
669.00 |
37,814,025.00 |
1 |
473.00 |
251-500 Clients |
|
https://www.linkedin.com/company/tiedemann-advisors/ |
|
|
| 111,268 |
Tiller Private Wealth, Inc. |
Tiller Private Wealth, Inc. |
|
1412 Walter St |
|
Bethlehem |
PA |
|
|
590 |
1,079.00 |
547,448.00 |
4 |
324.00 |
101-250 Clients |
|
https://www.linkedin.com/company/tiller-private-wealth/ |
|
|
| 104,711 |
Tobias Financial Advisors |
Tobias Financial Advisors |
|
1000 S Pine Island Rd |
Ste 250 |
Fort Lauderdale |
FL |
[email protected] |
http://www.tobiasfinancial.com |
756 |
1,815.00 |
416,617.00 |
6 |
338.00 |
251-500 Clients |
https://www.facebook.com/tobiasfinancial/ |
https://www.linkedin.com/company/tobias-financial-advisors-inc/ |
|
https://www.youtube.com/channel/UCR9iULyhu_Yfx2knn8wjcww/featured |
| 111,838 |
Tolleson Private Wealth Management |
Tolleson Private Wealth Management |
|
5500 Preston Rd |
Ste 250 |
Dallas |
TX |
[email protected] |
http://www.tollesonwealth.com |
8223 |
4,038.00 |
2,036,520.00 |
11 |
227.00 |
101-250 Clients |
https://www.facebook.com/tolleson-wealth-management-688564004624411/ |
https://www.linkedin.com/company/tolleson-wealth-management/ |
https://twitter.com/TOLLESONWEALTH |
|
| 128,723 |
Tortoise Investment Management, LLC |
Tortoise Investment Management, LLC |
|
2 Westchester Park Dr |
Ste 215 |
West Harrison |
NY |
[email protected] |
http://www.tortoiseinvestment.com |
1461 |
2,685.00 |
544,212.00 |
0 |
461.00 |
251-500 Clients |
|
|
|
|
| 115,700 |
Tower Bridge Advisors |
Tower Bridge Advisors |
|
300 Barr Harbor Dr |
Ste 705 |
Conshohocken |
PA |
|
http://www.towerbridgeadvisors.com |
1855 |
1,112.00 |
1,668,957.00 |
1 |
1,112.00 |
26-50 Clients |
|
|
|
|
| 166,645 |
Trebuchet Consulting, LLC |
Trebuchet Consulting, LLC |
|
313 Castle Shannon Blvd |
|
Pittsburgh |
PA |
[email protected] |
https://www.trebuchetconsultingllc.com |
799 |
855.00 |
934,911.00 |
0 |
335.00 |
251-500 Clients |
https://www.facebook.com/TrebuchetConsulting/ |
|
|
|
| 116,048 |
True North Advisors, LLC |
True North Advisors, LLC |
|
3131 Turtle Creek Blvd |
Ste 1300 |
Dallas |
TX |
[email protected] |
https://truenorthadvisors.com |
3341 |
3,808.00 |
877,403.00 |
12 |
639.00 |
251-500 Clients |
https://www.facebook.com/truenorthdallas/ |
https://www.linkedin.com/company/true-north-advisors/ |
https://twitter.com/TRUENORTHDALLAS |
https://www.youtube.com/channel/UCsCj89nNQmS_M6KunYt_Pyw |
| 140,522 |
Twin Focus Capital Partners, LLC |
Twin Focus Capital Partners, LLC |
|
75 Park Plz |
|
Boston |
MA |
[email protected] |
http://www.twinfocuscapital.com |
3585 |
71.00 |
50,503,027.00 |
0 |
83.00 |
51-100 Clients |
|
https://www.linkedin.com/company/twin-focus-capital-partners-llc/ |
|
|
| 127,132 |
Valeo Financial Advisors, LLC |
Valeo Financial Advisors, LLC |
|
10 W Carmel Dr |
Ste 400 |
Carmel |
IN |
[email protected] |
http://www.valeofinancial.com |
8944 |
18,918.00 |
472,805.00 |
85 |
2,614.00 |
2,500 |
|
https://www.linkedin.com/company/valeo-financial-advisors-llc/ |
https://twitter.com/VALEOFINANCIAL |
|
| 169,576 |
Venturi Private Wealth |
Venturi Private Wealth |
|
3600 N Capital of Texas Hwy |
Ste 200 |
Austin |
TX |
[email protected] |
https://www.venturiprivatewealth.com |
2636 |
3,926.00 |
671,611.00 |
11 |
523.00 |
101-250 Clients |
https://www.facebook.com/Venturi-Wealth-Management-LLC-675035862672500/ |
https://www.linkedin.com/company/venturi-wealth-management-llc-/ |
https://twitter.com/VenturiWealth |
|
| 117,892 |
Veratis Advisors, Inc. |
Veratis Advisors, Inc. |
|
1400 Crescent Grn |
Ste 110 |
Cary |
NC |
[email protected] |
http://www.veratisadvisors.com |
4429 |
394.00 |
11,241,706.00 |
3 |
93.00 |
51-100 Clients |
|
https://www.linkedin.com/company/veratisadvisors/ |
|
|
| 143,588 |
Veris Wealth Partners, LLC |
Veris Wealth Partners, LLC |
|
235 Montgomery St |
Ste 850 |
San Francisco |
CA |
[email protected] |
http://www.veriswp.com |
2018 |
2,249.00 |
897,690.00 |
8 |
364.00 |
251-500 Clients |
|
https://www.linkedin.com/company/veris-wealth-partners/ |
|
|
| 119,630 |
Verity Investment Partners |
Verity Investment Partners |
https://worth.com/company/verity-investment-partners/ |
2015 Boundary St |
Fl 2 |
Beaufort |
SC |
[email protected] |
http://www.verityvip.com |
938 |
830.00 |
1,131,064.00 |
1 |
433.00 |
101-250 Clients |
|
https://www.linkedin.com/company/verity-investment-partners/ |
|
|
| 301,058 |
Verum Partners LLC |
Verum Partners LLC |
|
2333 Randolph Rd |
Ste 250 |
Charlotte |
NC |
[email protected] |
http://verumpartnership.com |
740 |
1,287.00 |
575,297.00 |
8 |
349.00 |
51-100 Clients |
https://www.facebook.com/VerumPartnership/ |
https://www.linkedin.com/company/verum-partners/ |
https://twitter.com/verumpartners |
|
| 290,565 |
Vestia Personal Wealth Advisors |
Vestia Personal Wealth Advisors |
|
9121 Illinois Rd |
|
Fort Wayne |
IN |
|
|
668 |
3,325.00 |
201,034.00 |
8 |
3,344.00 |
251-500 Clients |
https://www.facebook.com/vestiaadvisors |
https://www.linkedin.com/company/vestiaadvisors/ |
|
|
| 160,150 |
Vivaldi Capital Management LP |
Vivaldi Capital Management LP |
|
225 W Wacker Dr |
Ste 2100 |
Chicago |
IL |
|
http://www.vivaldicap.com |
3727 |
6,627.00 |
562,522.00 |
25 |
1,601.00 |
500 |
https://www.facebook.com/Vivaldi-Capital-Management-LLC-471305310347189/ |
https://www.linkedin.com/company/vivaldi-capital-management-llc/ |
|
|
| 108,627 |
Wade Financial Advisory, Inc. |
Wade Financial Advisory, Inc. |
|
2105 S Bascom Ave |
Ste 110 |
Campbell |
CA |
[email protected] |
http://www.wadefa.com |
672 |
255.00 |
2,638,948.00 |
6 |
307.00 |
251-500 Clients |
|
https://www.linkedin.com/company/wade-financial-advisory-inc- |
|
|
| 131,063 |
Waldron Private Wealth |
Waldron Private Wealth |
|
44 Abele Rd |
Ste 400 |
Bridgeville |
PA |
|
http://www.waldronprivatewealth.com |
4065 |
3,017.00 |
1,347,684.00 |
6 |
398.00 |
251-500 Clients |
https://www.facebook.com/WaldronPW/ |
https://www.linkedin.com/company/waldron-private-wealth/ |
https://twitter.com/WaldronPW |
|
| 143,360 |
Wallington Asset Management |
Wallington Asset Management |
|
8900 Keystone Xing |
Ste 1015 |
Indianapolis |
IN |
|
http://www.wallingtonasset.com |
1050 |
839.00 |
1,252,286.00 |
4 |
329.00 |
26-50 Clients |
|
https://www.linkedin.com/company/wallingtonasset/ |
|
|
| 135,303 |
Warner Financial, Inc |
Warner Financial, Inc |
|
4550 Montgomery Ave |
Ste 352N |
Bethesda |
MD |
[email protected] |
http://www.warner-financial.com |
627 |
699.00 |
897,730.00 |
0 |
257.00 |
26-50 Clients |
|
|
|
|
| 105,951 |
Warwick Partners |
Warwick Partners |
|
4444 Carter Creek Pkwy |
Ste 109 |
Bryan |
TX |
|
http://www.warwickpartners.net |
1711 |
901.00 |
1,899,029.00 |
1 |
233.00 |
101-250 Clients |
|
|
|
|
| 3,711 |
Waters, Parkerson & Co., LLC |
Waters, Parkerson & Co., LLC |
|
601 Poydras St |
Ste 2210 |
New Orleans |
LA |
[email protected] |
http://watersparkerson.com |
2489 |
1,855.00 |
1,341,826.00 |
3 |
831.00 |
251-500 Clients |
|
|
|
|
| 164,975 |
Waterway Wealth Management, L.L.C. |
Waterway Wealth Management, L.L.C. |
|
21 Waterway Ave |
Ste 500 |
Spring |
TX |
|
https://www.waterwaywealth.com |
581 |
1,300.00 |
447,216.00 |
0 |
313.00 |
251-500 Clients |
https://www.facebook.com/waterwaywealth |
https://www.linkedin.com/company/waterway-wealth-management/ |
https://twitter.com/waterwaywealth |
|
| 131,458 |
Watts Gwilliam & Company, LLC |
Watts Gwilliam & Company, LLC |
|
2730 S Val Vista Dr |
Ste 124 |
Gilbert |
AZ |
[email protected] |
http://www.wattsgwilliam.com |
604 |
988.00 |
611,910.00 |
8 |
392.00 |
101-250 Clients |
http://www.facebook.com/WattsGwilliam?ref=hl |
|
http://www.twitter.com/WattsGwilliam |
|
| 171,822 |
Waypoint Wealth Counsel LLC |
Waypoint Wealth Counsel LLC |
|
3715 Northside Pkwy NW |
Suite 775 |
Atlanta |
GA |
|
http://www.waypointwc.com |
573 |
803.00 |
713,657.00 |
2 |
213.00 |
26-50 Clients |
|
|
|
|
| 131,155 |
Waypoint Wealth Partners |
Waypoint Wealth Partners |
|
1 Belvedere Pl |
Ste 200 |
Mill Valley |
CA |
|
http://www.waypointwp.com |
935 |
887.00 |
1,054,978.00 |
4 |
192.00 |
101-250 Clients |
|
https://www.linkedin.com/company/waypoint-wealth-partners/ |
|
|
| 135,373 |
Wealth Architects, LLC |
Wealth Architects, LLC |
|
800 W El Camino Real |
Ste 201 |
Mountain View |
CA |
|
http://www.wealtharchitects.com |
1778 |
2,688.00 |
661,567.00 |
3 |
420.00 |
251-500 Clients |
|
https://www.linkedin.com/company/wealth-architects-llc/ |
|
|
| 125,799 |
Wealth Care LLC |
Wealth Care LLC |
|
405 Sims Way |
|
Merritt Island |
FL |
|
http://www.wealthcarellc.com |
515 |
872.00 |
591,465.00 |
0 |
201.00 |
101-250 Clients |
|
|
|
|
| 147,592 |
Wealthspire Advisors |
Wealthspire Advisors |
|
400 Broadhollow Rd |
Ste 301 |
Melville |
NY |
[email protected] |
https://www.wealthspire.com |
29400 |
2,210.00 |
1,378,320.00 |
11 |
673.00 |
666 |
https://www.facebook.com/Wealthspire/ |
https://www.linkedin.com/company/wealthspireadvisors/ |
|
https://www.youtube.com/@wealthspireadvisors |
| 164,957 |
WealthStar Advisors, LLC |
WealthStar Advisors, LLC |
|
305B W Spring Creek Pkwy |
Ste 400 |
Plano |
TX |
|
http://www.wealthstaradvisors.com |
671 |
2,571.00 |
261,166.00 |
5 |
507.00 |
251-500 Clients |
https://www.facebook.com/wealthstar-advisors-236422403043185/ |
https://www.linkedin.com/company/3795149/ |
|
|
| 129,428 |
Wealthstream Advisors, Inc. |
Wealthstream Advisors, Inc. |
|
60 E 42nd St |
Ste 1120 |
New York |
NY |
|
http://www.wealthstreamadvisors.com |
1347 |
1,931.00 |
697,689.00 |
9 |
448.00 |
251-500 Clients |
https://www.facebook.com/WealthstreamNYC |
https://www.linkedin.com/company/wealthstream-advisors-inc-/about/ |
https://twitter.com/WEALTHSTREAMNYC |
|
| 106,935 |
Weatherly Asset Management |
Weatherly Asset Management |
|
832 Camino Del Mar |
Ste 4 |
Del Mar |
CA |
|
http://www.weatherlyassetmgt.com |
1266 |
1,294.00 |
978,919.00 |
9 |
727.00 |
26-50 Clients |
https://www.facebook.com/weatherlyassetmgt/ |
https://www.linkedin.com/company/weatherly-asset-management?advisorid=70331229 |
https://twitter.com/weatherlyasset?advisorid=70331229 |
|
| 115,119 |
Welch & Forbes LLC |
Welch & Forbes LLC |
|
45 School St |
|
Boston |
MA |
[email protected] |
http://www.welchforbes.com |
7909 |
3,406.00 |
2,322,175.00 |
0 |
694.00 |
101-250 Clients |
|
|
|
|
| 143,112 |
Wellspring Financial Advisors, LLC |
Wellspring Financial Advisors, LLC |
|
5900 Landerbrook Dr |
Ste 100 |
Cleveland |
OH |
[email protected] |
http://www.wellspringadvisorsllc.com |
3629 |
1,630.00 |
2,226,603.00 |
4 |
138.00 |
101-250 Clients |
https://www.facebook.com/Wellspring-Financial-Advisors-LLC-72221762513/ |
https://www.linkedin.com/company/wellspring-financial-advisors-llc/ |
|
|
| 104,759 |
WESCAP Group |
WESCAP Group |
|
330 N Brand Blvd |
Ste 850 |
Glendale |
CA |
[email protected] |
http://www.wescapgroup.com |
920 |
1,251.00 |
735,411.00 |
3 |
337.00 |
251-500 Clients |
https://www.facebook.com/wescapgroup |
https://www.linkedin.com/company/wescap-group |
https://www.twitter.com/wescapgroup |
|
| 105,989 |
Wescott Financial Advisory Group LLC |
Wescott Financial Advisory Group LLC |
|
30 S 17th St |
|
Philadelphia |
PA |
|
https://www.wescott.com |
3477 |
3,321.00 |
1,047,096.00 |
20 |
785.00 |
782 |
https://www.facebook.com/WescottFin/ |
https://www.linkedin.com/company/wescott-financial-advisory-group/ |
|
|
| 104,677 |
West Coast Financial, LLC |
West Coast Financial, LLC |
|
1435 Anacapa St |
|
Santa Barbara |
CA |
[email protected] |
http://www.wcfinc.com |
1899 |
2,039.00 |
931,473.00 |
9 |
742.00 |
727 |
|
https://www.linkedin.com/company/west-coast-financial/ |
|
|
| 142,265 |
West Financial Advisors, L.L.C. |
West Financial Advisors, L.L.C. |
|
111 E Grand Ave |
Ste 412 |
Des Moines |
IA |
|
https://www.westfinancialadvisors.com |
610 |
1,686.00 |
362,128.00 |
4 |
296.00 |
251-500 Clients |
https://www.facebook.com/West-Financial-Advisors-LLC-226679334019247/ |
|
https://twitter.com/westfinadvisors |
|
| 137,497 |
West Financial Services, Inc. |
West Financial Services, Inc. |
|
2010 Corporate Rdg |
Ste 530 |
McLean |
VA |
|
http://www.westfinancial.com |
2162 |
2,442.00 |
885,520.00 |
6 |
932.00 |
26-50 Clients |
|
https://www.linkedin.com/company/west-financial/ |
|
|
| 158,857 |
Westmount Partners, LLC |
Westmount Partners, LLC |
|
2049 Century Park E |
Ste 2500 |
Los Angeles |
CA |
[email protected] |
http://www.westmount.com |
4259 |
4,684.00 |
909,342.00 |
10 |
1,402.00 |
251-500 Clients |
|
https://www.linkedin.com/company/566237/ |
|
|
| 133,722 |
Wharton Business Group, LLC |
Wharton Business Group, LLC |
|
110 Phoenixville Pike |
Ste 300 |
Malvern |
PA |
|
http://whartonbusinessgroupllc.com |
3652 |
336.00 |
10,870,178.00 |
0 |
126.00 |
51-100 Clients |
|
|
|
|
| 301,925 |
Williams Jones Wealth Management, LLC |
Williams Jones Wealth Management, LLC |
|
717 5th Ave |
Fl 11 |
New York |
NY |
[email protected] |
https://www.williamsjones.com |
10568 |
4,634.00 |
2,280,602.00 |
0 |
1,455.00 |
251-500 Clients |
|
https://www.linkedin.com/company/focus-financial-partners/ |
|
|
| 122,266 |
Windsor Advisory Group, LLC |
Windsor Advisory Group, LLC |
|
2130 Quarry Trails Dr |
Fl 1 |
Columbus |
OH |
|
https://www.windsoradvisorygroup.com |
1981 |
1,428.00 |
1,387,326.00 |
0 |
465.00 |
101-250 Clients |
|
https://www.linkedin.com/company/windsor-advisory-group/ |
|
|
| 105,012 |
Wingate Wealth Advisors, Inc. |
Wingate Wealth Advisors, Inc. |
|
450 Bedford St |
|
Lexington |
MA |
[email protected] |
http://www.wingatewealthadvisors.com |
1213 |
2,810.00 |
432,013.00 |
10 |
646.00 |
101-250 Clients |
https://www.facebook.com/wingatewealthadvisors/ |
https://www.linkedin.com/company/wingate-wealth-advisors/ |
https://twitter.com/wingatewealth |
|
| 109,971 |
WMS Partners, LLC |
WMS Partners, LLC |
|
1 W Pennsylvania Ave |
Ste 800 |
Towson |
MD |
|
https://www.wms-partners.com |
5664 |
4,434.00 |
1,277,444.00 |
27 |
558.00 |
251-500 Clients |
|
https://www.linkedin.com/company/wms-partners/ |
|
https://www.youtube.com/channel/UCyv2vCt8zSPD1ASHSl0yOwQ |
| 109,779 |
Woodmont Investment Counsel, LLC |
Woodmont Investment Counsel, LLC |
|
3825 Bedford Ave |
Ste 202 |
Nashville |
TN |
[email protected] |
http://www.woodmontcounsel.com |
1410 |
1,299.00 |
1,085,849.00 |
0 |
420.00 |
251-500 Clients |
|
|
|
|
| 150,641 |
Woodward Financial Advisors, Inc. |
Woodward Financial Advisors, Inc. |
|
1504 E Franklin St |
Ste 105 |
Chapel Hill |
NC |
|
http://www.woodwardadvisors.com |
511 |
885.00 |
577,633.00 |
4 |
185.00 |
101-250 Clients |
https://www.facebook.com/woodwardfinancialadvisors/ |
https://www.linkedin.com/company/woodward-financial-advisors/ |
|
|
| 105,866 |
Young Richard C & Co Ltd |
Young Richard C & Co Ltd |
|
98 William St |
|
Newport |
RI |
|
http://www.younginvestments.com |
1431 |
1,992.00 |
718,375.00 |
1 |
801.00 |
1,000 |
https://www.facebook.com/Richardcyoungcoltd |
https://www.linkedin.com/company/richard-c-young-co-ltd/about/ |
|
|
| 159,257 |
Zhang Financial |
Zhang Financial |
|
5931 Oakland Dr |
|
Portage |
MI |
[email protected] |
http://www.zhangfinancial.com |
6034 |
6,475.00 |
931,923.00 |
3 |
1,993.00 |
2,000 |
https://www.facebook.com/ZhangFinancial |
https://www.linkedin.com/company/zhang-financial/ |
https://twitter.com/ZhangFinancial |
https://www.youtube.com/channel/UCHBIm85e9T1OqaIHjU83nhA |
| 137,785 |
Zuckerman Investment Group |
Zuckerman Investment Group |
|
155 N Wacker Dr |
Ste 1700 |
Chicago |
IL |
[email protected] |
|
1542 |
1,273.00 |
1,211,387.00 |
4 |
397.00 |
251-500 Clients |
|
https://www.linkedin.com/company/zuckerman-investment-group/ |
|
|
| 110,397 |
ZWJ Investment Counsel Inc |
ZWJ Investment Counsel Inc |
|
75 14th St NE |
Ste 2900 |
Atlanta |
GA |
|
http://www.zwjic.com |
3541 |
2,414.00 |
1,466,920.00 |
1 |
998.00 |
51-100 Clients |
|
|
|
|
