Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
KING WEALTH MANAGEMENT GROUP, LLC |
159550 |
801-73023 |
1743 |
7 |
$931,335,129 |
SOLLINDA CAPITAL MANAGEMENT LLC |
321742 |
801-127144 |
1159 |
14 |
$916,803,171 |
SPIREPOINT PRIVATE CLIENT, LLC |
327350 |
801-128336 |
693 |
7 |
$934,052,308 |
EVOLUTION WEALTH ADVISORS, LLC |
285142 |
801-111646 |
510 |
12 |
$952,233,832 |
KAHN FINANCIAL GROUP |
134802 |
801-121222 |
382 |
2 |
$92,774,530 |
CAPSTONE WEALTH MANAGEMENT CORP. |
165359 |
801-121346 |
329 |
5 |
$90,756,453 |
DYNASTY WEALTH MANAGEMENT, LLC |
153377 |
801-71301 |
209 |
150 |
$916,787,822 |
PANORAMIKA ADVISORS INC. |
172737 |
801-80278 |
176 |
2 |
$947,301,418 |
DOUBLELINE CAPITAL LP |
152606 |
801-70942 |
146 |
264 |
$92,968,371,160 |
WELLS GLOBAL INVESTMENT ADVISERS LLC |
150139 |
801-76875 |
131 |
3 |
$93,750,000 |
WEATHERFORD CAPITAL MANAGEMENT |
304514 |
801-119108 |
17 |
14 |
$920,048,639 |
FORTIS PRIVATE WEALTH ADVISORS, LLC |
304494 |
801-116951 |
11 |
3 |
$91,197,135 |
GLIDE CAPITAL |
288592 |
801-110997 |
6 |
17 |
$953,381,248 |
SHORELINE EQUITY PARTNERS, LLC |
301128 |
801-119168 |
5 |
21 |
$907,044,512 |
LANDMARK INVESTMENT PARTNERS, L.P. |
329543 |
801-129515 |
1 |
5 |
$916,385,116 |