PARTNERS IN FINANCIAL PLANNING, LLC is a SALEM, Virginia based financial advisory firm with nearly $779,819,330 in assets under management and provides investment advisory services for 2774 clients. There are currently 13 financial advisors at the firm.
General Information |
| Firm CRD#: | 151980 | |
| SEC#: | 801-70754 | |
| Assets under Management: | $779,819,330 | |
| No. of Clients: | 2774 | |
| No. of Advisors: | 13 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| KFA PRIVATE WEALTH GROUP, LLC | 281678 | 801-106726 | 3821 | 12 | $784,477,103 |
| CONCORD WEALTH PARTNERS | 118643 | 801-79249 | 3085 | 18 | $806,605,242 |
| PARTNERS IN FINANCIAL PLANNING, LLC | 151980 | 801-70754 | 2774 | 13 | $779,819,330 |
| PETTYJOHN, WOOD & WHITE, INC. | 106403 | 801-13803 | 970 | 6 | $734,420,311 |
| A. N. CULBERTSON & COMPANY, INC. | 108341 | 801-43581 | 827 | 8 | $704,356,347 |
| APFORIA | 327176 | 801-128361 | 801 | 9 | $79,023,322 |
| RIVERFRONT INVESTMENT GROUP, LLC | 146221 | 801-68810 | 485 | 50 | $751,084,541 |
| HOMESTEAD ADVISERS CORP. | 109845 | 801-37391 | 20 | 41 | $7,208,407,391 |
| HARREN EQUITY PARTNERS, LLC | 158494 | 801-74107 | 7 | 9 | $799,084,794 |
| CROW'S NEST HOLDINGS LP | 316652 | 801-122625 | 3 | 4 | $765,907,351 |
| EVR RESEARCH LP | 283385 | 801-121869 | 3 | 6 | $732,815,421 |
| VANSHAP CAPITAL, LLC | 162206 | 801-78384 | 2 | 2 | $77,800,000 |
| UNION STREET PARTNERS LLC | 156148 | 801-72120 | 1 | 2 | $77,724,456 |
| ACANSA INVESTMENT MANAGEMENT GROUP, LLC | 313457 | 801-121275 | 1 | 4 | $756,587,000 |
| GUARDIAN POINT CAPITAL, LP | 165053 | 801-100438 | 1 | 5 | $699,013,185 |