Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SUMMIT WEALTH PARTNERS, LLC
CRD 283648
|
ORLANDO, FL, United States | $675,661,242 | |
|
TOUNJIAN ADVISORY PARTNERS LLC
CRD 329635
|
FORT MYERS, FL, United States | $675,467,357 | |
|
LITTLE HOUSE CAPITAL, LLC
CRD 290070
|
BRAINTREE, MA, United States | $675,245,909 | |
|
RDA FINANCIAL NETWORK, INC.
CRD 147309
|
AKRON, IA, United States | $675,162,330 | |
|
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
CRD 313110
|
VIENNA, VA, United States | $674,998,291 | |
|
BALLAST ADVISORS, LLC
CRD 285991
|
WOODBURY, MN, United States | $674,476,752 | |
|
MATTHEW GOFF INVESTMENT ADVISOR, LLC
CRD 114796
|
HOUSTON, TX, United States | $674,352,587 | |
|
WEST FINANCIAL ADVISORS, L.L.C.
CRD 142265
|
DES MOINES, IA, United States | $674,186,917 | |
|
INTEGRAL INVESTMENT ADVISORS, INC.
CRD 146569
|
TURLOCK, CA, United States | $673,906,692 | |
|
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CRD 133088
|
RED BANK, NJ, United States | $673,810,500 | |
|
CHERRY TREE WEALTH MANAGEMENT, LLC
CRD 151406
|
MINNETONKA, MN, United States | $673,466,155 | |
|
DLJ REAL ESTATE CAPITAL PARTNERS, LLC
CRD 106238
|
NEW YORK, NY, United States | $673,047,454 | |
|
WARANA CAPITAL, LLC
CRD 288311
|
NEW YORK, NY, United States | $672,899,188 | |
|
SAGE CAPITAL ADVISORS, LLC
CRD 136577
|
SIOUX FALLS, SD, United States | $672,828,607 | |
|
PINNACLE FINANCIAL GROUP LLC
CRD 116600
|
WESTERN SPRINGS, IL, United States | $672,669,051 | |
|
ACHIEVE PARTNERS MANAGEMENT, LLC
CRD 299883
|
NEW YORK, NY, United States | $672,323,975 | |
|
ADAMS STREET ADVISORS, LLC
CRD 333783
|
CHICAGO, IL, United States | $672,092,504 | |
|
FIRETHORN WEALTH PARTNERS, LLC
CRD 297634
|
AUGUSTA, GA, United States | $671,893,050 | |
|
LIFECYCLE FINANCIAL PLANNERS INC.
CRD 290250
|
BLOOMFIELD HILLS, MI, United States | $671,730,432 | |
|
PRESILIUM PRIVATE WEALTH, LLC
CRD 318345
|
RADNOR, PA, United States | $671,659,251 | |
|
SPIRE CAPITAL MANAGEMENT LLC
CRD 161581
|
NEW YORK, NY, United States | $671,496,897 | |
|
DIVERSIFI CAPITAL INC
CRD 242788
|
LOS ALTOS, CA, United States | $671,426,250 | |
|
ARABLE CAPITAL PARTNERS, LLC
CRD 287629
|
BELLEVUE, WA, United States | $671,203,734 | |
|
HARVEST FINANCIAL ADVISORS, LLC
CRD 145552
|
WEST CHESTER, OH, United States | $671,021,752 | |
|
PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
CRD 105052
|
FOLSOM, CA, United States | $670,996,783 | |
|
MONTROSE ADVISORS INCORPORATED
CRD 105918
|
NEW YORK, NY, United States | $670,800,000 | |
|
ABS LEGACY PARTNERS, LLC
CRD 325604
|
HICKORY, NC, United States | $670,793,536 | |
|
ELEVATION WEALTH PARTNERS, LLC
CRD 123971
|
WALNUT CREEK, CA, United States | $670,748,146 | |
|
FIRST FINANCIAL COACHING, INC.
CRD 152070
|
MT. CLEMENS, MI, United States | $670,646,955 | |
|
HAVENSHARE FINANCIAL, LLC
CRD 167236
|
$670,479,827 | ||
|
TRINITY FINANCIAL ADVISORS LLC
CRD 133191
|
COLUMBUS, OH, United States | $669,993,827 | |
|
LOMBARD ADVISERS INCORPORATED
CRD 108231
|
BALTIMORE, MD, United States | $669,830,665 | |
|
DYNASTY EQUITY PARTNERS MANAGEMENT, LLC
CRD 327607
|
NEW YORK, NY, United States | $669,773,501 | |
|
SAXON WOODS ADVISORS LLC
CRD 109686
|
PURCHASE, NY, United States | $669,584,000 | |
|
PAVE INVESTMENT ADVISORS, LLC.
CRD 322420
|
NEW YORK, NY, United States | $669,568,934 | |
|
STONE TEMPLE PARTNERS LLC
CRD 332833
|
NEW YORK, NY, United States | $668,709,281 | |
|
WEALTH CARE LLC
CRD 125799
|
$668,598,634 | ||
|
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
CRD 42941
|
GOLDEN VALLEY, MN, United States | $668,581,099 | |
|
RADIAL EQUITY PARTNERS LP
CRD 308513
|
NEW YORK, NY, United States | $668,549,625 | |
|
KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD 107212
|
OVERLAND PARK, KS, United States | $668,342,145 | |
|
OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
CRD 162096
|
AUSTIN, TX, United States | $668,051,568 | |
|
CAPEVIEW CAPITAL LLP
CRD 160092
|
LONDON, United Kingdom | $667,577,619 | |
|
VERIDAN WEALTH LLC
CRD 329666
|
WEST LINN, OR, United States | $667,215,443 | |
|
A.W. JONES ADVISORS, LLC
CRD 161260
|
NEW YORK, NY, United States | $667,048,737 | |
|
PERISCOPE EQUITY LLC
CRD 290326
|
CHICAGO, IL, United States | $666,953,626 | |
|
OPENGATE CAPITAL MANAGEMENT, LLC
CRD 213518
|
NEW YORK, NY, United States | $666,821,866 | |
|
INVESTORS RESEARCH CORPORATION
CRD 132022
|
ATLANTA, GA, United States | $666,716,622 | |
|
CAYETANO DEVELOPMENT, LLC
CRD 290076
|
AUSTIN, TX, United States | $666,603,019 | |
|
PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
|
FLEMINGTON, NJ, United States | $666,402,517 | |
|
BLUECHIP WEALTH ADVISORS LLC
CRD 150008
|
MILTON, GA, United States | $666,399,638 |