WHITEBOX ADVISORS LLC is a MINNEAPOLIS, Minnesota based financial advisory firm with nearly $9,565,705,000 in assets under management and provides investment advisory services for 20 clients. There are currently 65 financial advisors at the firm.
General Information |
| Firm CRD#: | 121995 | |
| SEC#: | 801-65882 | |
| Assets under Management: | $9,565,705,000 | |
| No. of Clients: | 20 | |
| No. of Advisors: | 65 | |
| Advisory Services Provided: | Portfolio management for pooled investment vehicles | |
| Fee Structure: | A percentage of AUM, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116407 | 801-60749 | 154394 | 712 | $72,024,609,099 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | 801-57242 | 19942 | 153 | $7,977,801,363 |
| BLUESTEM WEALTH PARTNERS, LLC | 324489 | 801-127198 | 7756 | 39 | $811,000,000 |
| RIVERBRIDGE | 108074 | 801-57432 | 4771 | 45 | $7,429,289,527 |
| EVEREST FINANCIAL GROUP | 137260 | 801-67635 | 4630 | 14 | $828,854,265 |
| ALL STAR FINANCIAL | 323765 | 801-126834 | 1759 | 14 | $757,987,510 |
| BIRCHWOOD FINANCIAL PARTNERS, INC. | 169962 | 801-79443 | 1634 | 15 | $716,804,745 |
| THE ADVOCATE GROUP, LLC | 155270 | 801-72157 | 1025 | 17 | $713,330,620 |
| MARQUETTE WEALTH MANAGEMENT | 282482 | 801-107122 | 584 | 7 | $712,168,148 |
| RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | 801-20303 | 227 | 193 | $76,497,109,888 |
| CONTEGO CAPITAL GROUP, INC. | 128518 | 801-113844 | 71 | 5 | $67,882,451 |
| SUMMIT CREEK ADVISORS | 135496 | 801-70380 | 34 | 8 | $763,042,111 |
| SYSTELLIGENCE, LLC | 283582 | 801-107695 | 6 | 4 | $694,246,947 |
| DGV SOLUTIONS LP | 174379 | 801-101488 | 4 | 7 | $781,901,668 |
| GOLDNER HAWN | 299154 | 801-117082 | 2 | 13 | $803,806,005 |