CWM, LLC

AUM: $26,774.39MTotal Employees: 1,111Teams: 42Established: 01/03/2011

• Has 58.12% of their assets with High-net-worth individuals
• Works with high-net-worth individuals
• Offers: 529 Plans
• Advisory clients increased from 36,140 to 40,330
• Total AUM increased 34.25% ($19,943,561,186 to $26,774,389,503)
• Number of employees increased from 990 to 1,111

CreativeOne Wealth, LLC

AUM: $3,430.27MTotal Employees: 201Teams: 48Established: 09/25/2015

• Has 59.27% of their assets with Individuals
• Works with high-net-worth individuals
• Offers: 529 Plans
• Advisory clients increased from 13,751 to 14,604
• Number of employees increased from 169 to 201
• Total AUM increased 19.13% ($2,879,545,390 to $3,430,274,685) 

SGROI Wealth Advisory Group LLC

AUM: $939.01MTotal Employees: 25 Total EmployeesEstablished: 11/27/2017

• Has 81.67% of their assets with Individuals
• Works with high-net-worth individuals
• Offers: Asset Management, Estate Planning, and Financial Planning
• Advisory clients increased from 3,749 to 5,256
• Number of employees increased from 22 to 25
• Total AUM increased 35.76% ($691,647,886 to $939,008,192)

For a complete list of RIAs using Altruist, reach out at advizorpro.comAuthor:

Cole CummingsGrowth Marketing Manager