Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
VANCEGRAY WEALTH MANAGEMENT, INC. |
142613 |
801-113303 |
2066 |
11 |
$328,778,720 |
CHOICE WEALTH ADVISORS LLC |
297745 |
801-113869 |
1227 |
5 |
$293,723,932 |
J.M. ARBOUR, LLC |
313352 |
801-124962 |
1129 |
8 |
$116,480,274 |
RM FINANCIAL SERVICES, LLC |
304297 |
801-120468 |
934 |
5 |
$207,785,037 |
BIRCHBROOK |
105164 |
801-36582 |
767 |
7 |
$245,178,595 |
EAGLE FINANCIAL STRATEGIES |
138825 |
801-120376 |
497 |
6 |
$129,696,230 |
RICHARD BROTHERS, FINANCIAL ADVISORS |
113826 |
801-122718 |
433 |
10 |
$130,161,134 |
GIBSON FINANCIAL SOLUTIONS, INC. |
117831 |
801-131019 |
428 |
2 |
$124,927,944 |
CLARK & STUART INC |
107991 |
801-113250 |
172 |
2 |
$169,830,150 |
OUTFITTER FINANCIAL |
291413 |
801-112316 |
147 |
4 |
$145,636,437 |
MAIDEN COVE CAPITAL |
312478 |
801-130421 |
146 |
1 |
$109,855,457 |
OLDFIELD WEALTH PARTNERS |
332765 |
801-131174 |
94 |
1 |
$101,292,356 |
GUIDANCE POINT RETIREMENT SERVICES, LLC |
161000 |
801-73184 |
8 |
5 |
$64,263,884 |
GRP FINANCIAL SERVICES, LLC |
333183 |
801-131281 |
0 |
13 |
$0 |
STEELE STREET CAPITAL LLC |
331520 |
801-130911 |
0 |
2 |
$0 |