Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WARNER FINANCIAL, INC
CRD 135303
|
BETHESDA, MD, United States | $851,810,607 | |
|
HARBOR ADVISORS LLC
CRD 312432
|
WEST PALM BEACH, FL, United States | $851,737,076 | |
|
HH CAPITAL MANAGEMENT, INC.
CRD 310147
|
HERMOSA BEACH, CA, United States | $851,400,000 | |
|
AFFINITY CAPITAL ADVISORS LLC
CRD 166226
|
BERKELEY, CA, United States | $851,336,597 | |
|
BRILLIANCE ASSET MANAGEMENT LIMITED
CRD 282553
|
HONG KONG, Hong Kong | $851,248,326 | |
|
AZTLAN EQUITY MANAGEMENT, LLC
CRD 286360
|
MCLEAN, VA, United States | $851,056,828 | |
|
CHANNEL WEALTH, LLC
CRD 323461
|
SANTA BARBARA, CA, United States | $850,851,480 | |
|
WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD 286093
|
MANSFIELD, OH, United States | $850,611,601 | |
|
NS MANAGEMENT LTD
CRD 297781
|
DEVONSHIRE, DEVONSHIRE, Bermuda | $850,270,592 | |
|
AETNA ASSET ADVISORS, LLC
CRD 161282
|
HARTFORD, CT, United States | $850,239,000 | |
|
LIBERTY CAPITAL MANAGEMENT INC
CRD 106063
|
BIRMINGHAM, MI, United States | $849,467,215 | |
|
PRIME QUADRANT US, LLC
CRD 322068
|
TORONTO, Canada | $849,302,427 | |
|
AVENIR CORPORATION
CRD 110545
|
ALEXANDRIA, VA, United States | $849,280,840 | |
|
SILVERLAKE WEALTH MANAGEMENT LLC
CRD 165525
|
WILLISTON, VT, United States | $849,074,948 | |
|
BASON ASSET MANAGEMENT LLC
CRD 165450
|
LAKEWOOD, CO, United States | $848,804,132 | |
|
PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648
|
HUNTINGDON VALLEY, PA, United States | $848,645,464 | |
|
BNC WEALTH MANAGEMENT, LLC
CRD 306483
|
BEAVERTON, OR, United States | $847,493,995 | |
|
MITCHELL CAPITAL MANAGEMENT CO
CRD 106338
|
LEAWOOD, KS, United States | $847,309,942 | |
|
SENECA FINANCIAL ADVISORS LLC
CRD 152824
|
ROCHESTER, NY, United States | $847,190,882 | |
|
RIVERGLADE CAPITAL MANAGEMENT, L.P.
CRD 290557
|
CHICAGO, IL, United States | $846,895,088 | |
|
BARON WEALTH MANAGEMENT, LLC
CRD 153117
|
TROY, MI, United States | $846,778,426 | |
|
BARRY INVESTMENT ADVISORS, LLC
CRD 144955
|
NEW BEDFORD, MA, United States | $846,769,663 | |
|
OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
|
BIRMINGHAM, AL, United States | $846,327,168 | |
|
VERDE CAPITAL MANAGEMENT, INC.
CRD 147179
|
CLARKSTON, MI, United States | $845,839,588 | |
|
FALCONPOINT CAPITAL PARTNERS LLC
CRD 327260
|
NEW YORK, NY, United States | $845,112,765 | |
|
INTEGRATED QUANTITATIVE INVESTMENTS LLC
CRD 310106
|
BELLEVUE, WA, United States | $844,781,025 | |
|
LINCOLN CAPITAL, LLC
CRD 168307
|
LINCOLN, NE, United States | $844,751,520 | |
|
LIGHTHOUSE WEALTH STRATEGIES, LLC
CRD 299334
|
GIG HARBOR, WA, United States | $844,414,614 | |
|
AMERICAN MONEY MANAGEMENT, LLC
CRD 115357
|
RANCHO SANTA FE, CA, United States | $844,008,013 | |
|
PERSPECTIVE WEALTH PARTNERS, LLC
CRD 140330
|
BOISE, ID, United States | $843,910,938 | |
|
CLAREMONT CAPITAL MANAGEMENT, LLC
CRD 155189
|
PHOENIX, AZ, United States | $843,863,443 | |
|
CKC CAPITAL LLC
CRD 168967
|
NEW YORK, NY, United States | $843,705,066 | |
|
FIRST LIGHT RETIREMENT, LLC
CRD 314509
|
DEL MAR, CA, United States | $843,658,362 | |
|
ROSEMAWR MANAGEMENT LLC
CRD 148984
|
MIAMI BEACH, FL, United States | $843,571,000 | |
|
INLIGHT WEALTH MANAGEMENT, LLC
CRD 289908
|
ATLANTA, GA, United States | $843,283,156 | |
|
BRIDGE NET LEASE FUND MANAGER LLC
CRD 316623
|
SANDY, UT, United States | $843,281,719 | |
|
LOOMIS CAPITAL MANAGEMENT LLC
CRD 333000
|
$842,246,176 | ||
|
PURKISS CAPITAL ADVISORS, LLC
CRD 124324
|
$842,154,244 | ||
|
FAI CAPITAL MANAGEMENT, INC.
CRD 147025
|
TAMPA, FL, United States | $842,109,549 | |
|
AUA PRIVATE EQUITY PARTNERS, LLC
CRD 170597
|
WEST PALM BEACH, FL, United States | $841,780,083 | |
|
STONE HOUSE INVESTMENT MANAGEMENT, LLC
CRD 139410
|
TUNKHANNOCK, PA, United States | $841,676,886 | |
|
AKKADIAN VENTURES, INC.
CRD 171036
|
SAN FRANCISCO, CA, United States | $841,158,708 | |
|
GUGGENHEIM INVESTMENT ADVISORS, LLC
CRD 108263
|
NEW YORK, NY, United States | $840,888,223 | |
|
EMP MANAGEMENT LLC
CRD 285104
|
ATLANTA, GA, United States | $840,645,118 | |
|
HPE CAPITAL MANAGEMENT II, LLC
CRD 283607
|
CINCINNATI, OH, United States | $840,468,397 | |
|
COINBASE ASSET MANAGEMENT, LLC
CRD 322174
|
STAMFORD, CT, United States | $840,467,014 | |
|
M. KULYK & ASSOCIATES, LLC
CRD 290887
|
$840,380,068 | ||
|
TFB ADVISORS, LLC
CRD 321870
|
OVERLAND PARK, KS, United States | $840,165,115 | |
|
ADAMS ASSET ADVISORS LLC
CRD 120573
|
DALLAS, TX, United States | $839,428,961 | |
|
OPENVIEW ADVISORS, LLC
CRD 316766
|
BOSTON, MA, United States | $839,018,580 |