Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
CANVAS WEALTH ADVISORS, LLC |
306343 |
801-117767 |
2500 |
11 |
$713,000,894 |
FORTIS CAPITAL ADVISORS, LLC |
309709 |
801-119354 |
1579 |
51 |
$630,582,242 |
UNITING WEALTH PARTNERS |
332317 |
801-131215 |
1334 |
11 |
$544,715,574 |
ALLOS INVESTMENT ADVISORS, LLC |
155541 |
801-72028 |
745 |
8 |
$59,841,456 |
PARAGON CAPITAL MANAGEMENT LLC |
108168 |
801-55805 |
716 |
9 |
$633,139,441 |
STEFFES FINANCIAL, LTD |
134530 |
801-64179 |
653 |
4 |
$537,120,594 |
PROVIDENCE FINANCIAL ADVISORS, LLC |
124839 |
801-127183 |
525 |
3 |
$544,480,066 |
TORTOISE CAPITAL ADVISORS, L.L.C. |
123711 |
801-61622 |
359 |
54 |
$6,906,161,911 |
BCWM |
144748 |
801-68214 |
350 |
12 |
$596,893,072 |
ACCESS CAPITAL, LLC |
327013 |
801-128223 |
78 |
1 |
$70,470,802 |
ONEDIGITAL ASSET MANAGEMENT |
320608 |
801-127414 |
47 |
3 |
$588,446 |
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC |
310321 |
801-119475 |
17 |
56 |
$6,160,320,918 |
ECOFIN ADVISORS, LLC |
309902 |
801-119181 |
12 |
24 |
$601,357,942 |
TIS ADVISORS |
213515 |
801-96272 |
2 |
2 |
$592,358,635 |
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC |
324817 |
801-127419 |
1 |
56 |
$57,079,182 |