Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
KINGSVIEW WEALTH MANAGEMENT, LLC |
148107 |
801-79198 |
24847 |
225 |
$6,745,495,357 |
CGC FINANCIAL SERVICES |
155446 |
801-78845 |
2857 |
14 |
$664,670,956 |
HORST & GRABEN WEALTH MANAGEMENT, LLC |
297368 |
801-113498 |
2482 |
7 |
$649,922,265 |
ALDRICH WEALTH LP |
147200 |
801-69190 |
2352 |
40 |
$5,572,244,811 |
ICON FINANCIAL SERVICES LLC |
306816 |
801-117987 |
2341 |
1 |
$6,289,272 |
NBC CAPITAL ADVISORS |
306483 |
801-117800 |
1995 |
5 |
$563,658,467 |
NORTHWEST QUADRANT WEALTH MANAGEMENT |
158455 |
801-72636 |
1741 |
6 |
$533,960,987 |
TRU INDEPENDENCE ASSET MANAGEMENT, LLC |
168256 |
801-78748 |
1215 |
37 |
$557,225,714 |
ALLIUM FINANCIAL ADVISORS, LLC |
288462 |
801-110536 |
680 |
10 |
$638,921,337 |
NORTHSIDE CAPITAL MANAGEMENT LLC |
107784 |
801-56071 |
545 |
12 |
$5,287,126,759 |
PEREGRINE ASSET ADVISERS, INC. |
115738 |
801-60608 |
501 |
7 |
$575,570,685 |
DELAP WEALTH ADVISORY, LLC |
282312 |
801-118278 |
497 |
6 |
$545,647,028 |
PREISZ FINANCIAL |
144469 |
801-115031 |
475 |
9 |
$552,892,135 |
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION |
107777 |
801-32066 |
472 |
7 |
$625,560,244 |
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP |
313103 |
801-120586 |
4 |
8 |
$533,049,638 |