Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
WEALTH MANAGEMENT RESOURCES, INC. |
45452 |
801-57281 |
1397 |
9 |
$385,218,918 |
SOWA FINANCIAL GROUP |
107646 |
801-43008 |
1223 |
7 |
$352,181,718 |
SK WEALTH MANAGEMENT, LLC |
109114 |
801-56304 |
1130 |
6 |
$555,304,681 |
HALL CAPITAL MANAGEMENT COMPANY, INC. |
108141 |
801-54286 |
1067 |
9 |
$368,887,819 |
NEWMAN DIGNAN & SHEERAR, INC |
107565 |
801-41412 |
1042 |
8 |
$612,949,879 |
BARRETT & COMPANY |
1175 |
801-110786 |
995 |
10 |
$370,060,815 |
LINCOLN CAPITAL CORPORATION |
109922 |
801-38517 |
839 |
6 |
$349,926,226 |
ARLEN CAPITAL, LLC |
118113 |
801-63038 |
691 |
5 |
$331,251,085 |
BLUE FIN CAPITAL, INC. |
108451 |
801-56127 |
685 |
4 |
$507,466,218 |
BROWN, LISLE/CUMMINGS, INC |
1331 |
801-121156 |
445 |
12 |
$414,675,665 |
WEYBOSSET RESEARCH & MANAGEMENT, LLC |
108047 |
801-57627 |
341 |
3 |
$314,742,898 |
WHALEROCK POINT PARTNERS, LLC |
140781 |
801-66848 |
298 |
8 |
$624,783,378 |
MYSTIC ASSET MANAGEMENT |
170361 |
801-79418 |
153 |
3 |
$333,685,267 |
CANTON HATHAWAY LLC |
297527 |
801-113544 |
88 |
6 |
$651,793,094 |
FENWAY PARTNERS, LLC |
160630 |
801-128465 |
3 |
3 |
$414,000,000 |