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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
Firm: Palladium Registered Investment Advisors
Main Office: Norfolk, Va.
Title: Director
Total AUM (mms): $1,301
Website: www.palladiumllc.com
Ownership: 25% but less than 50%
- View #10
Firm: Adams Hall Wealth Advisors
Main Office: Tulsa, Okla.
Title: CEO, president
Total AUM (mms): $1,412
Website: www.adamshall.com
Ownership: 25% but less than 50%
- View #9
Firm: Budros, Ruhlin & Roe Inc.
Main Office: Columbus, Ohio
Title: CEO, CFO, COO
Total AUM (mms): $1,540
Website: www.b-r-r.com
Ownership: 25% but less than 50%
- View #8
Firm: South Texas Money Management Ltd.
Main Office: San Antonio, Texas
Title: CEO, CIO, limited partner
Total AUM (mms): $1,817
Website: www.stmmltd.com
Ownership: 50% but less than 75%
- View #7
Firm: Galileo Planning Group Inc.
Main Office: San Mateo, Calif.
Title: President, shareholder
Total AUM (mms): $2,000
Website: www.galileoplanninggroup.com
Ownership: 25% but less than 50%
- View #6
Firm: Financial Management Partners
Main Office: Clayton, Mo.
Title: President
Total AUM (mms): $2,104
Website: www.fmpartners.com
Ownership: 50% but less than 75%
- View #5