| 1. Atairos Management, L.p. CRD 281947 · Limited Partnership | BRYN MAWR, PA | $6.8B Jul 2026 | -$480.6M-6.6% | +$276.2M+4.2% | +$1.4B+26.7% | +$2.7B+67.2% | +4 employees+14.8% over 3Y | +1 accounts+50.0% over 3Y |
| 2. Sora Investors CRD 317257 · Limited Liability Company | BRYN MAWR, PA | $2.6B Jan 2026 | +$1.9B+286.7% | +$2.2B+562.5% | — | — | +9 employees+225.0% over 3Y | +1 accounts+33.3% over 3Y |
| 3. Mcgowan & CO LLP CRD 108736 · Limited Liability Partnership | BRYN MAWR, PA | $655.6M Apr 2026 | +$80.2M+13.9% | +$241.1M+58.2% | +$241.7M+58.4% | +$492.3M+301.5% | 0 employees+0.0% over 3Y | +5 accounts+2.1% over 3Y |
| 4. Newbridge Wealth Management CRD 169239 · Limited Liability Company | BRYN MAWR, PA | $219.5M Feb 2026 | +$59.5M+37.2% | +$103.8M+89.6% | — | +$103.8M+89.6% | -2 employees-40.0% over 3Y | -69 accounts-7.9% over 3Y |
| 5. Dakota Investments, LLC CRD 290284 · Limited Liability Company | BRYN MAWR, PA | $124.8M May 2026 | +$66.6M+114.5% | +$75.7M+154.1% | +$100.0M+403.8% | — | +1 employees+20.0% over 3Y | 0 accounts+0.0% over 3Y |
| 6. Oar Financial CRD 158989 · Limited Liability Company | BRYN MAWR, PA | $114.5M Mar 2026 | +$1.9M+1.7% | -$637.8M-84.8% | -$683.3M-85.6% | — | +5 employees+100.0% over 3Y | -365 accounts-89.9% over 3Y |