Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BECK BODE LLC
CRD 282611
|
DEDHAM, MA, United States | $666,352,130 | |
|
HIDDENITE CAPITAL PARTNERS LP
CRD 309942
|
NEW YORK, NY, United States | $665,755,255 | |
|
BCWM, LLC.
CRD 144748
|
OVERLAND PARK, KS, United States | $665,209,282 | |
|
AMERICA FIRST INVESTMENT ADVISORS LLC
CRD 106984
|
OMAHA, NE, United States | $665,144,120 | |
|
ALTA WEALTH ADVISORS LLC
CRD 293675
|
WOBURN, MA, United States | $664,634,808 | |
|
ALLEN WEALTH MANAGEMENT, LLC
CRD 133038
|
BOONE, NC, United States | $664,325,517 | |
|
LOGAN STONE CAPITAL LLC
CRD 311547
|
CHICAGO, IL, United States | $664,260,217 | |
|
FOCUSED ALPHA, LLC
CRD 310591
|
GREENWOOD VILLAGE, CO, United States | $663,949,974 | |
|
GKB PARTNERS LLC
CRD 298149
|
$663,402,907 | ||
|
RRA INVESTMENT MANAGEMENT, LLC
CRD 306287
|
PHOENIX, AZ, United States | $663,255,513 | |
|
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
CRD 115120
|
DALLAS, TX, United States | $663,171,788 | |
|
CALVERT STREET CAPITAL PARTNERS, INC.
CRD 158096
|
TOWSON, MD, United States | $663,100,000 | |
|
DILIGENT INVESTORS, LLC
CRD 158708
|
REDLANDS, CA, United States | $663,058,489 | |
|
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
CRD 284787
|
WESTLAKE VILLAGE, CA, United States | $663,058,299 | |
|
IRONWOOD FINANCIAL, LLC
CRD 151004
|
TUCSON, AZ, United States | $662,546,990 | |
|
THREE ARCH WEALTH MANAGEMENT LLC
CRD 333733
|
IRVINE, CA, United States | $662,439,902 | |
|
HARRELL INVESTMENT PARTNERS, LLC
CRD 299166
|
AUSTIN, TX, United States | $662,415,477 | |
|
WESTSHORE WEALTH, LLC
CRD 283843
|
NEWPORT BEACH, CA, United States | $662,386,166 | |
|
BARE FINANCIAL SERVICES INC.
CRD 328043
|
GAP, PA, United States | $662,264,475 | |
|
QUATTRO ADVISORS L.L.C.
CRD 146438
|
PITTSBURGH, PA, United States | $661,740,858 | |
|
KESLER, NORMAN & WRIDE, LLC
CRD 307667
|
OGDEN, UT, United States | $661,412,755 | |
|
LEM CAPITAL, L.P.
CRD 159817
|
PHILADELPHIA, PA, United States | $661,378,032 | |
|
PENDER CAPITAL MANAGEMENT, LLC
CRD 281448
|
DALLAS, TX, United States | $661,353,829 | |
|
THE GENWEALTH GROUP, INC.
CRD 154569
|
MAPLEWOOD, NJ, United States | $661,309,882 | |
|
BANORTE ASSET MANAGEMENT, INC.
CRD 290555
|
HOUSTON, TX, United States | $661,189,262 | |
|
WILLIAMS & ASSOCIATES, INC.
CRD 338196
|
COLUMBIA, MD, United States | $661,067,873 | |
|
RIVERWATER PARTNERS LLC
CRD 283540
|
MILWAUKEE, WI, United States | $660,866,025 | |
|
TRUVESTMENTS CAPITAL LLC
CRD 291297
|
SARASOTA, FL, United States | $660,777,899 | |
|
HOLDERNESS INVESTMENTS CO
CRD 106530
|
GREENSBORO, NC, United States | $660,715,759 | |
|
FOUNDATION WEALTH MANAGEMENT, LLC
CRD 127134
|
CLAYTON, MO, United States | $660,649,789 | |
|
ST. JAMES INVESTMENT COMPANY, LLC
CRD 124777
|
SOUTHLAKE, TX, United States | $660,558,672 | |
|
GOODLANDER INVESTMENT MANAGEMENT, LLC
CRD 317830
|
DALLAS, TX, United States | $660,452,521 | |
|
BETTERWEALTH LLC
CRD 226661
|
SAN JOSE, CA, United States | $659,944,393 | |
|
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279
|
BLUE BELL, PA, United States | $659,823,561 | |
|
ARCHER CAPITAL GROUP MANAGEMENT, LLC
CRD 317047
|
LOS ANGELES, CA, United States | $659,567,714 | |
|
BUTTONWOOD FINANCIAL GROUP, LLC
CRD 151164
|
KANSAS CITY, MO, United States | $659,465,030 | |
|
TRADEWINDS, LLC
CRD 316415
|
RALEIGH, NC, United States | $659,399,150 | |
|
SAINTS CAPITAL SERVICES, LLC
CRD 161723
|
$659,303,529 | ||
|
BENIN MANAGEMENT CORP
CRD 110988
|
$659,181,861 | ||
|
ARIES WEALTH MANAGEMENT, LLC
CRD 175477
|
PORTLAND, ME, United States | $658,598,502 | |
|
PURUS WEALTH MANAGEMENT, LLC
CRD 174490
|
NEWPORT BEACH, CA, United States | $658,133,545 | |
|
ASPEN WEALTH MANAGEMENT, LLC
CRD 159594
|
FORT WORTH, TX, United States | $657,825,724 | |
|
ARBOR WEALTH ADVISORS LLC
CRD 169570
|
TROY, MI, United States | $657,749,792 | |
|
OPTIMA ASSET MANAGEMENT INC
CRD 106095
|
DALLAS, TX, United States | $657,409,445 | |
|
SPECTRUM ASSET MANAGEMENT INC
CRD 111007
|
NEWPORT BEACH, CA, United States | $657,266,993 | |
|
HIGHPOST CAPITAL, LLC
CRD 307798
|
WEST PALM BEACH, FL, United States | $657,229,876 | |
|
INNOVATIVE WEALTH BUILDING LLC
CRD 314942
|
CALIFORNIA, MD, United States | $657,212,436 | |
|
BRENT FORREST & ASSOCIATES, L.L.C.
CRD 126266
|
SAN ANTONIO, TX, United States | $657,087,013 | |
|
THRIVE CAPITAL MANAGEMENT, LLC
CRD 281347
|
FORT WASHINGTON, PA, United States | $656,745,095 | |
|
M37 MANAGEMENT LP
CRD 332714
|
MENLO PARK, CA, United States | $656,374,611 |