Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
BNY ADVISORS |
106108 |
801-52378 |
103756 |
80 |
$19,689,689,740 |
ADP STRATEGIC PLAN SERVICES, LLC |
286555 |
801-109013 |
78961 |
11 |
$20,855,193,205 |
BLEAKLEY FINANCIAL GROUP, LLC |
318366 |
801-123232 |
22440 |
158 |
$9,176,052,784 |
SUMMIT FINANCIAL, LLC |
299322 |
801-114377 |
19276 |
330 |
$11,545,251,683 |
MODERA WEALTH MANAGEMENT, LLC |
155649 |
801-71973 |
18992 |
200 |
$12,532,443,204 |
CIRCLE WEALTH MANAGEMENT, LLC |
142878 |
801-67841 |
958 |
20 |
$10,174,361,288 |
JACOBS LEVY EQUITY MANAGEMENT |
107022 |
801-28257 |
135 |
65 |
$22,880,110,775 |
ONEX CREDIT PARTNERS, LLC |
138941 |
801-65396 |
55 |
66 |
$18,259,617,233 |
ECP |
155020 |
801-74094 |
53 |
89 |
$21,902,147,876 |
PGIM PRIVATE PLACEMENT INVESTORS, L.P. |
106442 |
801-43479 |
34 |
267 |
$25,675,970,685 |
PRUDENTIAL SELECT STRATEGIES LLC |
286153 |
801-108896 |
24 |
46 |
$19,734,537,132 |
HONEYWELL CAPITAL MANAGEMENT LLC |
109537 |
801-61101 |
14 |
17 |
$13,695,583,634 |
GLACIER PEAK CAPITAL MANAGEMENT, LLC |
164409 |
801-113285 |
6 |
6 |
$11,168,841,076 |
APPALOOSA LP |
281909 |
801-106869 |
2 |
23 |
$16,758,855,580 |
PGIM MULTI-ASSET SOLUTIONS LLC |
136274 |
801-64609 |
2 |
31 |
$13,386,849,702 |