Firm: Quest Capital Management Inc.
Main Office: Dallas
Title: President, director, shareholder, employee
Total AUM (mms): $727.9
Website: www.questadvisor.com
Ownership: 50% but less than 75%
- View #18
Firm: California Financial Advisors
Main Office: San Ramon, Calif.
Title: Member
Total AUM (mms): $762.8
Website: www.calfinad.com
Ownership: 25% but less than 50%
- View #17
Firm: Guyasuta Investment Advisors Inc.
Main Office: Pittsburgh
Title: Partner
Total AUM (mms): $817.3
Website: www.guyasuta.com
Ownership: 25% but less than 50%
- View #16
#14
Name: Teresa Eriksson
Firm: Eton Advisors
Main Office: Chapel Hill, N.C.
Title: COO
Total AUM (mms): $826.3
Website: www.etonadvisors.com
Ownership: 50% but less than 75%
- View #15
Firm: Paratus Financial Inc.
Main Office: Dallas
Title: Managing Director
Total AUM (mms): $900
Website: www.paratusfinancial.com
Ownership: 75% or more
- View #13
Firm: Singer Xenos Wealth Management
Main Office: Coral Gables, Fla.
Title: Director
Total AUM (mms): $919.3
Website: www.singerxenos.com
Ownership: 25% but less than 50%
- View #12
#10
Name: Barbara Raasch
Firm: RCL Advisors
Main Office: New York
Title: Member
Total AUM (mms): $1,245
Website: www.rcladvisors.com
Ownership: 25% but less than 50%
- View #11