General Information |
| Firm CRD#: | 333404 | |
| SEC#: | 801-131464 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| STRATEGIC PLANNING GROUP | 113844 | 801-112440 | 3070 | 18 | $513,845,387 |
| ASCEND INVESTMENT PARTNERS | 307667 | 801-118514 | 1992 | 9 | $510,972,642 |
| ABG CONSULTANTS | 131129 | 801-69619 | 1984 | 4 | $511,855,158 |
| NAVIGATE PRIVATE WEALTH, LLC | 170774 | 801-79648 | 1804 | 12 | $462,565,254 |
| PETERSON WEALTH ADVISORS, LLC | 146349 | 801-68917 | 1588 | 10 | $567,431,332 |
| BLUE BARN WEALTH | 107202 | 801-118602 | 765 | 11 | $431,416,544 |
| CYNOSURE GROUP, LLC | 281399 | 801-107042 | 590 | 49 | $4,862,981,883 |
| LUNT CAPITAL MANAGEMENT INC. | 125183 | 801-70051 | 573 | 7 | $521,069,114 |
| JACOBSEN CAPITAL MANAGEMENT | 116085 | 801-63010 | 478 | 5 | $474,630,289 |
| ACCUVEST GLOBAL ADVISORS, INC. | 134096 | 801-68887 | 310 | 6 | $517,953,758 |
| NARUS FINANCIAL PARTNERS, LLC | 173534 | 801-80500 | 197 | 7 | $467,737,201 |
| BRIDGE INVESTMENT GROUP | 159127 | 801-72790 | 132 | 2300 | $47,001,314,000 |
| OXFORD WEALTH MANAGEMENT | 332725 | 801-131225 | 69 | 9 | $435,328,647 |
| SANDLOT PARTNERS, LLC | 311409 | 801-123545 | 31 | 18 | $457,694,638 |
| LEP MANAGEMENT LLC | 173481 | 801-111960 | 3 | 12 | $468,800,528 |