Firm Anthem Advisors Raymond James amp AssociatesOffice Location Clarkston MichAge 52Number of years as an advisor 21Team AUM 220 million
Firm Sadoff Investment ManagementOffice Location Milwaukee WisAge 74Number of years as an advisor 36AUM 900 million
Firm FORM Wealth Raymond James Financial ServicesCity Lake Geneva Wis Age 39Number of years as an advisor 16AUM 200 million
Firm Akili CapitalCity Carlsbad Calif Age 39Number of years as an advisor 20Team AUM 100 million
Firm Caughell Rodgers Investments LPL FinancialCity Bartlesville OklaAge 57Number of years as an advisor 27AUM 74 million
Firm Walny Legal Group LLCCity MilwaukeeAge 38
Firm Wakefield Asset ManagementCity Englewood ColoAge 41