Firm: FBB Capital Partners
Main Office: Bethesda, Md.
Title: President, chief manager
Total AUM (mms): $567.7
Website: www.fbbcap.com
Ownership: 50% but less than 75%
- View #1
Firm: Bedel Financial Consulting Inc.
Main Office: Indianapolis, Ind.
Title: President
Total AUM (mms): $592.9
Website: www.bedelfinancial.com
Ownership: 75% or more
- View #25
Firm: Abacus Planning Group Inc.
Main Office: Columbia, S.C.
Title: President
Total AUM (mms): $652
Website: www.abacusplanninggroup.com
Ownership: 75% or more
- View #24
Firm: Trumbower Financial Advisors
Main Office: Bethesda, Md.
Title: Managing member
Total AUM (mms): $675.9
Website: www.trufinancial.com
Ownership: 75% or more
- View #23
Firm: Consultiva Internacional Inc.
Main Office: Puerto Rico
Title: Founder, CEO
Total AUM (mms): $694.7
Website: www.consultiva.com
Ownership: 75% or more
- View #22
#20
Name: Lynne Renee Kinney
Firm: CKW Financial Group
Main Office: Honolulu
Title: Principal
Total AUM (mms): $700
Website: www.ckwhawaii.com
Ownership: 25% but less than 50%
- View #21
Firm: TFC Financial Management Inc.
Main Office: Boston
Title: President
Total AUM (mms): $726.3
Website: www.tfcfinancial.com
Ownership: 25% but less than 50%
- View #20
Firm: Quest Capital Management Inc.
Main Office: Dallas
Title: Vice president, shareholder, employee
Total AUM (mms): $727.9
Website: www.questadvisor.com
Ownership: 25% but less than 50%
- View #19
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