Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HORIZON WEALTH MANAGEMENT, LLC
CRD 170255
|
LA GRANGE, IL, United States | $1,077,017,151 | |
|
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
CRD 170864
|
ALTAMONTE SPRINGS, FL, United States | $1,076,565,811 | |
|
BASECAMP WEALTH ADVISORS, LLC
CRD 334018
|
BELLEVUE, WA, United States | $1,076,551,129 | |
|
STERLING INVESTMENT ADVISORS LTD.
CRD 140710
|
BERWYN, PA, United States | $1,075,820,676 | |
|
BRIDGE33 INVESTMENT MANAGEMENT LLC
CRD 305580
|
SEATTLE, WA, United States | $1,075,660,850 | |
|
FULCRUM CAPITAL, LLC
CRD 145322
|
SEATTLE, WA, United States | $1,075,250,046 | |
|
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD 113106
|
THOMASVILLE, GA, United States | $1,074,797,415 | |
|
FORT BAKER CAPITAL MANAGEMENT LP
CRD 282926
|
LARKSPUR, CA, United States | $1,073,848,206 | |
|
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
CRD 154839
|
ATHENS, GA, United States | $1,073,755,031 | |
|
MATTERN CAPITAL MANAGEMENT, LLC
CRD 299342
|
LAKEWOOD, CO, United States | $1,073,680,572 | |
|
AMERICAN INVESTMENT SERVICES INC
CRD 110043
|
GREAT BARRINGTON, MA, United States | $1,072,980,569 | |
|
SPINNAKER INVESTMENT GROUP, LLC
CRD 283414
|
NEWPORT BEACH, CA, United States | $1,072,851,920 | |
|
DSF ADVISORS, LLC
CRD 283411
|
BOSTON, MA, United States | $1,072,848,362 | |
|
POWER SUSTAINABLE MANAGER US, INC.
CRD 325145
|
MIAMI, FL, United States | $1,072,634,109 | |
|
PROVIDENCE CAPITAL ADVISORS, LLC
CRD 174631
|
CHARLOTTE, NC, United States | $1,072,053,984 | |
|
OCCIDENTAL ASSET MANAGEMENT, LLC
CRD 168650
|
BURLINGAME, CA, United States | $1,071,771,428 | |
|
FORESTER CAPITAL, L.L.C.
CRD 160806
|
STAMFORD, CT, United States | $1,070,810,162 | |
|
HENDERSHOT INVESTMENTS, INC.
CRD 115472
|
$1,070,570,296 | ||
|
TRINITY ALPS CAPITAL PARTNERS, LP
CRD 287741
|
SAN FRANCISCO, CA, United States | $1,070,369,396 | |
|
BALBOA WEALTH PARTNERS, INC.
CRD 282329
|
SCOTTSDALE, AZ, United States | $1,070,330,403 | |
|
FOGUTH WEALTH MANAGEMENT, LLC.
CRD 327434
|
BRIGHTON, MI, United States | $1,070,072,710 | |
|
CONCORD WEALTH PARTNERS
CRD 118643
|
ABINGDON, VA, United States | $1,069,864,356 | |
|
JACKSON WEALTH MANAGEMENT, LLC
CRD 147642
|
LAKE MARY, FL, United States | $1,069,600,000 | |
|
ATEGENOS CAPITAL, LLC
CRD 326708
|
BERWYN, PA, United States | $1,069,384,895 | |
|
YESKE BUIE INC.
CRD 143234
|
VIENNA, VA, United States | $1,069,351,557 | |
|
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CRD 330050
|
MINNEAPOLIS, MN, United States | $1,068,581,930 | |
|
ACK ASSET MANAGEMENT LLC
CRD 155136
|
GREENWICH, CT, United States | $1,068,346,088 | |
|
ST. CLAIR ADVISORS, LLC
CRD 155064
|
MAYFIELD HEIGHTS, OH, United States | $1,068,014,053 | |
|
ALMITAS CAPITAL LLC
CRD 166705
|
SANTA MONICA, CA, United States | $1,067,717,094 | |
|
MARQUETTE ASSET MANAGEMENT, LLC
CRD 282482
|
MINNETONKA, MN, United States | $1,067,558,917 | |
|
RESOURCES MANAGEMENT CORP
CRD 104674
|
WEST HARTFORD, CT, United States | $1,067,156,967 | |
|
PIVOTAL ADVISORS LLC
CRD 310612
|
NEW YORK, NY, United States | $1,066,660,463 | |
|
RAE & LIPSKIE INVESTMENT COUNSEL INC.
CRD 327652
|
WATERLOO, Canada | $1,066,219,716 | |
|
FIDUCIARY BENEFITS GROUP
CRD 326204
|
$1,065,821,531 | ||
|
WEDBUSH FUND ADVISERS, LLC
CRD 334057
|
PASADENA, CA, United States | $1,065,764,997 | |
|
PINNBROOK CAPITAL MANAGEMENT LP
CRD 312827
|
NEW YORK, NY, United States | $1,065,012,708 | |
|
CALTIUS CAPITAL MANAGEMENT, LP
CRD 157007
|
LOS ANGELES, CA, United States | $1,064,884,177 | |
|
GIBBS WEALTH MANAGEMENT, LLC
CRD 281621
|
ALPHARETTA, GA, United States | $1,064,821,925 | |
|
NPA ASSET MANAGEMENT, LLC
CRD 131534
|
FAIR LAWN, NJ, United States | $1,064,773,417 | |
|
SPECTRUM INVESTMENT ADVISORS, INC.
CRD 108669
|
MEQUON, WI, United States | $1,064,561,205 | |
|
ISTO ADVISORS, LLC
CRD 284560
|
TROY, MI, United States | $1,064,509,671 | |
|
UPTICK PARTNERS, LLC
CRD 324250
|
NACOGDOCHES, TX, United States | $1,063,169,479 | |
|
PENSO ADVISORS, LLC
CRD 158297
|
NEW YORK, NY, United States | $1,061,821,178 | |
|
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
CRD 120952
|
PASADENA, CA, United States | $1,061,760,422 | |
|
VESTIA ADVISORS, LLC
CRD 290565
|
FORT WAYNE, IN, United States | $1,061,324,126 | |
|
TALSON CAPITAL MANAGEMENT L.P.
CRD 150787
|
STAMFORD, CT, United States | $1,061,213,963 | |
|
MCGUIRE INVESTMENT GROUP, LLC
CRD 296271
|
WAKEFIELD, RI, United States | $1,061,093,863 | |
|
HANSON & DOREMUS INVESTMENT MANAGEMENT
CRD 108045
|
BURLINGTON, VT, United States | $1,060,897,838 | |
|
BEEKMAN INVESTMENT ADVISORS, LLC
CRD 163519
|
NEW YORK, NY, United States | $1,060,544,602 | |
|
TALON LLC
CRD 298714
|
SAN JUAN, PR, United States | $1,060,316,193 |