Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
FORUM FINANCIAL MANAGEMENT, LP |
145706 |
801-69970 |
21698 |
145 |
$8,531,276,819 |
STRATEGIC INVESTMENT SOLUTIONS, INC. |
143128 |
801-67584 |
3910 |
18 |
$910,000,000 |
WORLD EQUITY GROUP, INC. |
29087 |
801-56328 |
3103 |
190 |
$858,545,669 |
TSFG, LLC |
172555 |
801-99339 |
2651 |
18 |
$854,306,837 |
OAK RIDGE INVESTMENTS, LLC |
107066 |
801-35529 |
1667 |
11 |
$899,852,844 |
PARK PIEDMONT ADVISORS LLC |
129451 |
801-62540 |
1498 |
13 |
$861,968,712 |
CHICAGO OAKBROOK FINANCIAL GROUP |
333344 |
801-131428 |
1116 |
18 |
$907,280,235 |
KEELEY-TETON ADVISORS, LLC |
286297 |
801-108880 |
454 |
21 |
$888,821,167 |
HUNTER CAPITAL MANAGEMENT |
309050 |
801-118729 |
374 |
8 |
$890,203,703 |
MAREN CAPITAL |
319626 |
801-126517 |
75 |
5 |
$888,954,863 |
V-SQUARE QUANTITATIVE MANAGEMENT |
310355 |
801-119868 |
19 |
4 |
$883,438,485 |
GROWTH CATALYST PARTNERS, L.P. |
311410 |
801-121990 |
15 |
9 |
$895,750,366 |
KABOUTER MANAGEMENT, LLC |
153099 |
801-71611 |
11 |
23 |
$876,673,683 |
HEITMAN CAPITAL MANAGEMENT LLC |
105480 |
801-15473 |
8 |
294 |
$8,597,401,634 |
NEUBERGER BERMAN LOAN ADVISERS IV LLC |
324282 |
801-127324 |
3 |
3 |
$865,208,349 |