Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
OLD PEAK FINANCE LLC
CRD 154804
|
CHAPEL HILL, NC, United States | $714,051,916 | |
|
ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
|
MILWAUKEE, WI, United States | $713,594,230 | |
|
NVWM LLC
CRD 152301
|
YARDLEY, PA, United States | $713,465,274 | |
|
DRAKE CAPITAL ADVISORS LLC
CRD 136716
|
OLD GREENWICH, CT, United States | $713,423,000 | |
|
RV CAPITAL AG
CRD 173008
|
SCHINDELLEGI, Switzerland | $713,309,485 | |
|
FRONTIER GLOBAL PARTNERS LLC
CRD 145341
|
LA JOLLA, CA, United States | $713,090,552 | |
|
BY CRYPTO MANAGEMENT, LLC
CRD 315265
|
LITTLE ROCK, AR, United States | $712,905,113 | |
|
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
CRD 109962
|
BOSTON, MA, United States | $712,676,443 | |
|
FIELDVIEW CAPITAL MANAGEMENT, LLC
CRD 332308
|
NILES, MI, United States | $712,519,372 | |
|
EXCALIBUR MANAGEMENT CORP
CRD 110836
|
WALTHAM, MA, United States | $712,076,143 | |
|
VALTINSON BRUNER FINANCIAL PLANNING LLC
CRD 297866
|
NEW BRIGHTON, MN, United States | $712,000,000 | |
|
CVNA, LLC
CRD 340877
|
PEPPER PIKE, OH, United States | $711,911,936 | |
|
ASTON CAPITAL MANAGEMENT
CRD 291310
|
CORAL GABLES, FL, United States | $711,759,197 | |
|
PRECISION WEALTH STRATEGIES, LLC
CRD 299827
|
ST. LOUIS, MO, United States | $711,032,584 | |
|
THE WEALTH GROUP, LTD
CRD 311385
|
EDEN PRAIRIE, MN, United States | $711,016,621 | |
|
THE MAGNOLIA GROUP, LLC
CRD 171102
|
OMAHA, NE, United States | $710,597,605 | |
|
LIFELONG WEALTH ADVISORS, INC.
CRD 331847
|
ARDEN HILLS, MN, United States | $710,413,652 | |
|
REDWOOD INVESTMENTS, LLC
CRD 133028
|
BOSTON, MA, United States | $710,148,725 | |
|
PEAK PLANNING GROUP, LLC
CRD 289891
|
CENTENNIAL, CO, United States | $709,995,204 | |
|
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
CRD 298254
|
WESTERVILLE, OH, United States | $709,717,823 | |
|
NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
|
MINNETONKA, MN, United States | $709,598,783 | |
|
ROGAN & ASSOCIATES, INC.
CRD 42762
|
SAFETY HARBOR, FL, United States | $709,555,265 | |
|
COVISION ADVISORS LLC
CRD 285328
|
NEW YORK, NY, United States | $708,426,166 | |
|
ARC ADVISORY LLC
CRD 330258
|
SAN FRANCISCO, CA, United States | $708,278,677 | |
|
TB ALTERNATIVE ASSETS LTD.
CRD 162014
|
GRAND CAYMAN, Cayman Islands | $708,213,341 | |
|
BENCH WALK ADVISORS LLC
CRD 313945
|
BOCA RATON, FL, United States | $707,608,219 | |
|
MANSKE WEALTH MANAGEMENT, LLC
CRD 164401
|
HOUSTON, TX, United States | $707,317,447 | |
|
DUNCKER, STREETT & CO., LLC
CRD 110828
|
ST. LOUIS, MO, United States | $707,308,314 | |
|
CORRIGO INVESTMENT PARTNERS, LLC
CRD 293620
|
AUSTIN, TX, United States | $707,247,162 | |
|
E & G ADVISORS, LLC
CRD 130550
|
HOUSTON, TX, United States | $706,944,944 | |
|
LINCOLN PEAK CAPITAL MANAGEMENT, LLC
CRD 292864
|
BOSTON, MA, United States | $706,514,983 | |
|
KALEIDOSCOPE CAPITAL LP
CRD 282159
|
BOSTON, MA, United States | $706,192,306 | |
|
DODDS WEALTH, LLC
CRD 323632
|
GREENWOOD VILLAGE, CO, United States | $706,175,885 | |
|
NORTHCAPE WEALTH MANAGEMENT, LLC
CRD 312350
|
WILLIAMSVILLE, NY, United States | $706,082,554 | |
|
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC
CRD 146097
|
HOLMDEL, NJ, United States | $706,000,000 | |
|
MORANGIE MANAGEMENT LLC
CRD 332949
|
VERO BEACH, FL, United States | $705,963,638 | |
|
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
|
SPRINGFIELD, IL, United States | $705,730,199 | |
|
BOND & DEVICK FINANCIAL NETWORK, INC.
CRD 283682
|
SAINT LOUIS PARK, MN, United States | $705,527,786 | |
|
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
CRD 297750
|
ST. LOUIS, MO, United States | $705,354,800 | |
|
REMPART ASSET MANAGEMENT INC.
CRD 154209
|
MONTREAL, QUEBEC, Canada | $705,183,288 | |
|
RIDGECREST WEALTH PARTNERS, LLC
CRD 311984
|
SAN RAFAEL, CA, United States | $705,146,641 | |
|
LATTICEWORK CAPITAL MANAGEMENT LLC
CRD 281690
|
DALLAS, TX, United States | $705,145,946 | |
|
MARCHANT MC LIMITED
CRD 335094
|
LONDON, United Kingdom | $705,100,000 | |
|
HALTER FERGUSON FINANCIAL INC
CRD 109563
|
CARMEL, IN, United States | $704,950,608 | |
|
SOLIDARITY WEALTH, LLC
CRD 315843
|
LEHI, UT, United States | $704,156,344 | |
|
BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
|
BIRMINGHAM, AL, United States | $703,950,154 | |
|
PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC
CRD 283261
|
SAN CARLOS, CA, United States | $703,611,534 | |
|
1 SEED PARTNERS LLC
CRD 329288
|
CHICAGO, IL, United States | $703,531,326 | |
|
WINDSOR CAPITAL MANAGEMENT, LLC
CRD 116593
|
PHOENIX, AZ, United States | $703,402,834 | |
|
CCC ADVISORS, LLC
CRD 288948
|
AUSTIN, TX, United States | $703,271,683 |