Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
STRATEGY ASSET MANAGERS L.L.C.
CRD 109939
|
PASADENA, CA, United States | $930,077,850 | |
|
TRINITY FUND ADVISORS LLC
CRD 310217
|
MIAMI, FL, United States | $929,996,210 | |
|
STABLEPOINT PARTNERS, LLC
CRD 328503
|
BRAINTREE, MA, United States | $929,968,549 | |
|
WICK CAPITAL PARTNERS, LLC
CRD 299194
|
WAYNE, PA, United States | $929,693,259 | |
|
MIRI CAPITAL MANAGEMENT LLC
CRD 311308
|
BOSTON, MA, United States | $929,670,355 | |
|
INVESTMARK ADVISORY GROUP LLC
CRD 121060
|
SHELTON, CT, United States | $929,666,878 | |
|
GALECKI FINANCIAL MANAGEMENT INC
CRD 107218
|
FORT WAYNE, IN, United States | $929,463,266 | |
|
OPPENHEIMER INVESTMENT MANAGEMENT LLC
CRD 133243
|
NEW YORK, NY, United States | $929,416,169 | |
|
CANVAS WEALTH ADVISORS, LLC
CRD 306343
|
SHAWNEE, KS, United States | $929,159,544 | |
|
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
CRD 156660
|
WESTMINSTER, CO, United States | $929,106,338 | |
|
OLD MISSION INVESTMENT COMPANY, LLC
CRD 140381
|
TRAVERSE CITY, MI, United States | $929,034,287 | |
|
VAQUERO PRIVATE WEALTH, LTD.
CRD 305266
|
DALLAS, TX, United States | $928,946,791 | |
|
OPTO INVESTMENT MANAGEMENT, LLC
CRD 316847
|
NEW YORK, NY, United States | $928,573,008 | |
|
UNION PARK CAPITAL MANAGEMENT, L.P.
CRD 169842
|
BOSTON, MA, United States | $928,475,461 | |
|
RIVERSEDGE ADVISORS, LLC
CRD 298390
|
WILMINGTON, DE, United States | $928,361,820 | |
|
GLASS JACOBSON INVESTMENT ADVISORS, LLC
CRD 120141
|
OWINGS MILLS, MD, United States | $928,010,356 | |
|
PITON INVESTMENT MANAGEMENT, LP
CRD 282517
|
GARDEN CITY, NY, United States | $927,924,194 | |
|
BLUE WATER ADVISORS LP
CRD 288923
|
BOCA RATON, FL, United States | $927,895,144 | |
|
STRATEGIC FINANCIAL CONCEPTS, LLC
CRD 141849
|
SAN ANTONIO, TX, United States | $927,710,771 | |
|
TRIFECTA CAPITAL ADVISORS, LLC
CRD 317391
|
NORTHBROOK, IL, United States | $927,416,394 | |
|
LAVACA CAPITAL, LLC
CRD 167238
|
HOUSTON, TX, United States | $927,071,889 | |
|
THE ADVISORY RESOURCE GROUP, LLC
CRD 290110
|
TULSA, OK, United States | $926,569,671 | |
|
STATHEROS FINANCIAL SOLUTIONS, INC.
CRD 306217
|
EL DORADO HILLS, CA, United States | $926,170,171 | |
|
SPRINKLE FINANCIAL CONSULTANTS LLC
CRD 112227
|
LITTLETON, CO, United States | $926,084,420 | |
|
B&D WHITE CAPITAL COMPANY, LLC
CRD 173822
|
LAKEWAY, TX, United States | $925,191,253 | |
|
GLS CAPITAL, LLC
CRD 298976
|
CHICAGO, IL, United States | $924,671,440 | |
|
PCJ INVESTMENT COUNSEL LTD.
CRD 174083
|
TORONTO, ONTARIO, Canada | $924,342,654 | |
|
RIVERSIDE PARTNERS, LLC
CRD 160754
|
BOSTON, MA, United States | $923,673,729 | |
|
MONTICELLOAM, LLC
CRD 173553
|
NEW YORK, NY, United States | $923,349,093 | |
|
KMH WEALTH MANAGEMENT, LLC
CRD 111610
|
VICTORIA, TX, United States | $923,057,391 | |
|
LEGACY WEALTH ADVISORS, LLC
CRD 326117
|
NORTH MIAMI BEACH, FL, United States | $922,775,113 | |
|
GATSBY MANAGEMENT, LLC
CRD 334518
|
$921,902,142 | ||
|
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
CRD 292600
|
SALEM, OR, United States | $921,506,676 | |
|
INTEGRITY FIXED INCOME MANAGEMENT, LLC
CRD 135635
|
ORLANDO, FL, United States | $921,469,554 | |
|
PRINCETON GLOBAL ASSET MANAGEMENT LLC
CRD 146644
|
PRINCETON, NJ, United States | $921,324,613 | |
|
CASTLEKEEP INVESTMENT ADVISORS LLC
CRD 111656
|
WESTPORT, CT, United States | $920,751,806 | |
|
FOUNDERS CAPITAL MANAGEMENT, LLC
CRD 118853
|
HARTFORD, CT, United States | $920,256,283 | |
|
BRIDGER INVESTMENT PARTNERS LLC
CRD 323251
|
NEW YORK, NY, United States | $920,220,591 | |
|
HORST & GRABEN WEALTH MANAGEMENT, LLC
CRD 297368
|
PORTLAND, OR, United States | $920,067,465 | |
|
OAK ROOT LLC
CRD 246788
|
$920,000,000 | ||
|
LONG WHARF CAPITAL LLC
CRD 158038
|
BOSTON, MA, United States | $919,100,000 | |
|
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
CRD 108030
|
$918,642,000 | ||
|
NORTHERN CAPITAL MANAGEMENT, INC.
CRD 111379
|
SPOKANE, WA, United States | $918,205,708 | |
|
RAINEY & RANDALL WEALTH ADVISORS, INC.
CRD 116251
|
CELEBRATION, FL, United States | $918,192,298 | |
|
AVEGO MANAGEMENT, LLC
CRD 310520
|
ALPHARETTA, GA, United States | $917,526,516 | |
|
MRAZ, AMERINE & ASSOCIATES, INC.
CRD 158338
|
MODESTO, CA, United States | $917,491,815 | |
|
ROVIN CAPITAL LLC
CRD 152662
|
MESA, AZ, United States | $917,311,000 | |
|
DILLON & ASSOCIATES INC
CRD 104662
|
JACKSON, MI, United States | $916,399,032 | |
|
CHARLES PRATT & COMPANY, L.L.C.
CRD 104864
|
NEW YORK, NY, United States | $916,092,202 | |
|
STRENTA INVESTMENT MANAGEMENT SERVICES, LLC
CRD 169667
|
MIAMI, FL, United States | $916,064,569 |