Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
WILSHIRE |
6210 |
801-36233 |
373588 |
298 |
$94,873,146,068 |
NFP RETIREMENT INC. |
121254 |
801-66107 |
5514 |
219 |
$96,454,495,427 |
FERMATA ADVISORS |
305614 |
801-117411 |
3843 |
24 |
$973,846,526 |
CLG LLC |
282605 |
801-108414 |
2539 |
22 |
$953,822,025 |
CYPRESS WEALTH SERVICES, LLC |
288992 |
801-110836 |
1882 |
14 |
$965,541,741 |
FINDEC WEALTH SERVICES, INC. |
311949 |
801-120139 |
1381 |
4 |
$963,900,000 |
CHEVIOT VALUE MANAGEMENT, LLC |
166291 |
801-77652 |
1216 |
8 |
$963,340,637 |
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. |
132777 |
801-125823 |
546 |
5 |
$96,627,501 |
ENSPIRE WEALTH MANAGEMENT, LLC |
325723 |
801-128678 |
105 |
2 |
$95,876,128 |
LEVINE LEICHTMAN CAPITAL PARTNERS, LLC |
140980 |
801-66987 |
56 |
65 |
$9,562,507,488 |
GREENOAKS CAPITAL |
165941 |
801-88209 |
47 |
63 |
$9,506,156,499 |
OAKTREE FUND ADVISORS, LLC |
290193 |
801-112570 |
14 |
838 |
$9,508,558,571 |
LEGALIST |
297876 |
801-117830 |
13 |
33 |
$973,492,978 |
CITYVIEW MANAGEMENT SERVICES, LLC |
158370 |
801-72632 |
4 |
42 |
$961,045,084 |
XOOMFI ADVISORS |
314872 |
801-121438 |
3 |
0 |
$95,308 |