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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Alight Financial Advisors LLC
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| CRD # | 158744 |
| SEC # | 801-72679 |
| CIK # | |
| AUM | $27.0 BB (100% Disc, 100% US) |
| Employees | 60 (83% Investors, 67% Brokers) |
| Phone | 866-560-7256 |
| Address | 7201 University Oaks Drive Charlotte, NC 28262 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Advised Assets Group LLC
✚
|
CO | 31.8 |
|
MMWKM Advisors LLC
✚
|
TX | 4.2 |
|
Mainstay Capital Management LLC
✚
|
MI | 2.6 |
|
F L Putnam Investment Management Co
✚
|
MA | 2.3 |
|
Citistreet Financial Services LLC
✚
|
NJ | 2.2 |
|
Motley Fool Wealth Management LLC
✚
|
VA | 1.7 |
|
Maseco LLP
✚
|
1.6 | |
|
Morgan Keegan Trust Company FSB
✚
|
TN | 1.6 |
|
Roffman Milller Associates Inc
✚
|
PA | 1.4 |
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 1.3 |