Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
STENGER FAMILY OFFICE, LLC
CRD 325089
|
NAPERVILLE, IL, United States | $734,939,415 | |
|
FRACTAL INVESTMENTS LLC
CRD 311767
|
$734,660,475 | ||
|
COEFFICIENT CAPITAL, LLC
CRD 299097
|
NEW YORK, NY, United States | $734,582,867 | |
|
ALPHA CAPITAL MANAGEMENT GROUP LLC
CRD 283624
|
DENVER, CO, United States | $734,390,429 | |
|
SERVICE ACADEMY CAPITAL MANAGEMENT LLC
CRD 226628
|
DALLAS, TX, United States | $733,956,151 | |
|
GIRARD PENSION SERVICES, LLC
CRD 117901
|
ALLENTOWN, PA, United States | $733,786,162 | |
|
CL WEALTH MANAGEMENT LLC
CRD 134922
|
SCHAUMBURG, IL, United States | $733,574,059 | |
|
ALLIUM FINANCIAL ADVISORS, LLC
CRD 288462
|
LAKE OSWEGO, OR, United States | $733,507,437 | |
|
CLARITY WEALTH ADVISORS, LLC
CRD 157913
|
SAN JOSE, CA, United States | $732,949,271 | |
|
ABLE FINANCIAL GROUP, LLC
CRD 323646
|
SCOTTSDALE, AZ, United States | $732,941,557 | |
|
SC MANAGEMENT LLC
CRD 311359
|
NEW YORK, NY, United States | $732,615,950 | |
|
COMPOUND ADVISORS, LLC
CRD 165300
|
NEW YORK, NY, United States | $732,278,497 | |
|
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595
|
HIGHLAND PARK, IL, United States | $732,171,064 | |
|
SKBA CAPITAL MANAGEMENT, LLC
CRD 108542
|
SAN FRANCISCO, CA, United States | $732,021,000 | |
|
NAVALIGN, LLC
CRD 119919
|
ENCINO, CA, United States | $731,940,293 | |
|
CENTERPOINT ADVISORS, LLC
CRD 156698
|
NEEDHAM, MA, United States | $731,903,710 | |
|
ASTARA CAPITAL PARTNERS, L.P.
CRD 317647
|
NEW YORK, NY, United States | $731,865,626 | |
|
NEWMAN DIGNAN & SHEERAR, INC
CRD 107565
|
PROVIDENCE, RI, United States | $731,274,095 | |
|
SEVENBRIDGE FINANCIAL GROUP, LLC
CRD 281037
|
HARRISBURG, PA, United States | $731,061,433 | |
|
STURBRIDGE CAPITAL LLC
CRD 160327
|
BIRMINGHAM, MI, United States | $730,927,296 | |
|
QUANTUM FINANCIAL SERVICES INC.
CRD 121631
|
INDIANAPOLIS, IN, United States | $730,899,118 | |
|
TRAVEKA WEALTH, LLC
CRD 328421
|
LOS ALTOS, CA, United States | $730,770,162 | |
|
BAYHAWK CAPITAL LP
CRD 328829
|
BOSTON, MA, United States | $730,750,567 | |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CRD 147384
|
MINNEAPOLIS, MN, United States | $730,354,266 | |
|
TILLER PRIVATE WEALTH, INC.
CRD 111268
|
BETHLEHEM, PA, United States | $730,302,316 | |
|
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
CRD 106625
|
BEVERLY, MA, United States | $730,158,575 | |
|
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC
CRD 131413
|
SAN FRANCISCO, CA, United States | $730,032,684 | |
|
CORDGRASS CAPITAL ADVISORS, LLC
CRD 311528
|
RALEIGH, NC, United States | $729,946,694 | |
|
CARBON DIRECT CAPITAL MANAGEMENT LLC
CRD 317548
|
NEW YORK, NY, United States | $729,560,296 | |
|
CANBY FINANCIAL ADVISORS, LLC
CRD 338797
|
FRAMINGHAM, MA, United States | $729,447,855 | |
|
UNOFFICIAL MANAGEMENT, INC.
CRD 306409
|
NEW YORK, NY, United States | $729,248,265 | |
|
HUBER CAPITAL MANAGEMENT LLC
CRD 143344
|
EL SEGUNDO, CA, United States | $729,218,892 | |
|
LESKO SECURITIES, INC.
CRD 10091
|
VESTAL, NY, United States | $728,519,170 | |
|
MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
|
ATLANTA, GA, United States | $728,026,235 | |
|
COOPERATIVE FUNERAL FUND INC
CRD 107631
|
MADISON, CT, United States | $727,830,808 | |
|
AAF WEALTH MANAGEMENT, LLC
CRD 164646
|
WESTBOROUGH, MA, United States | $727,644,200 | |
|
PIKE STREET CAPITAL, LP
CRD 300264
|
SEATTLE, WA, United States | $727,426,301 | |
|
TRADEWINDS CAPITAL MANAGEMENT, LLC
CRD 145934
|
BELLINGHAM, WA, United States | $727,324,070 | |
|
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD 115877
|
SPOKANE, WA, United States | $727,199,491 | |
|
AXQ CAPITAL, LP
CRD 318863
|
JERSEY CITY, NJ, United States | $727,146,509 | |
|
SILVER HEIGHTS CAPITAL MANAGEMENT INC.
CRD 284757
|
TORONTO, ONTARIO, Canada | $727,058,697 | |
|
VIRTUS FAMILY OFFICE, LLC
CRD 298272
|
EL PASO, TX, United States | $726,943,327 | |
|
SMITH & HOWARD WEALTH MANAGEMENT, LLC
CRD 109540
|
ATLANTA, GA, United States | $726,887,895 | |
|
TRGP INVESTMENT PARTNERS, LP
CRD 305563
|
STAMFORD, CT, United States | $726,773,260 | |
|
WOODSTOCK WEALTH MANAGEMENT, INC.
CRD 283472
|
WOODSTOCK, GA, United States | $726,566,676 | |
|
KAYDAN WEALTH MANAGEMENT, INC.
CRD 108964
|
FENTON, MI, United States | $726,507,771 | |
|
HADDINGTON VENTURES, LLC
CRD 158231
|
HOUSTON, TX, United States | $726,350,084 | |
|
FS CREDIT INCOME ADVISOR, LLC
CRD 289579
|
PHILADELPHIA, PA, United States | $726,176,000 | |
|
RENAISSANCE INVESTMENT GROUP, LLC
CRD 153679
|
LENOX, MA, United States | $726,084,772 | |
|
GREAT POINT WEALTH ADVISORS, LLC
CRD 147082
|
BOSTON, MA, United States | $725,768,485 |