Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ACUMEN WEALTH ADVISORS, LLC
CRD 282565
|
CHATTANOOGA, TN, United States | $638,474,990 | |
|
COLORADO CAPITAL MANAGEMENT, INC.
CRD 114011
|
BOULDER, CO, United States | $638,376,461 | |
|
HEMSLEY ADVISORS, LTD.
CRD 106414
|
CHICAGO, IL, United States | $638,060,823 | |
|
SCOTT & SELBER, INC. CAPITAL MANAGEMENT
CRD 105523
|
HOUSTON, TX, United States | $637,892,240 | |
|
RESOURCE FINANCIAL GROUP, LTD.
CRD 119833
|
WILMETTE, IL, United States | $637,406,967 | |
|
SOUTHERN CAPITAL ADVISORS, LLC
CRD 292275
|
JACKSON, TN, United States | $636,914,932 | |
|
TIMBER CREEK CAPITAL MANAGEMENT, LLC
CRD 146220
|
BOSTON, MA, United States | $636,827,527 | |
|
VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
|
PEAPACK, NJ, United States | $636,775,501 | |
|
WEST ADVISORS, INCORPORATED
CRD 157236
|
$636,661,966 | ||
|
ROCK ISLAND CAPITAL, LLC
CRD 161623
|
OAK BROOK, IL, United States | $636,558,000 | |
|
CROW'S NEST HOLDINGS LP
CRD 316652
|
RICHMOND, VA, United States | $636,552,783 | |
|
503 CAPITAL PARTNERS, LLC
CRD 327580
|
LEAWOOD, KS, United States | $636,447,785 | |
|
KARMEL CAPITAL MANAGEMENT LLC
CRD 307701
|
SOLANA BEACH, CA, United States | $636,114,533 | |
|
MERRITT POINT PARTNERS LLC
CRD 298680
|
OAKLAND, CA, United States | $636,104,895 | |
|
FISCHER FINANCIAL SERVICES INC
CRD 104616
|
HARRISBURG, PA, United States | $636,092,927 | |
|
THE ROXBOROUGH GROUP, LLC
CRD 310949
|
SAN FRANCISCO, CA, United States | $636,049,978 | |
|
ROWLAND MILLER + PARTNERS LLC
CRD 226629
|
ATLANTA, GA, United States | $635,854,930 | |
|
EMPOWER FINANCIAL ADVISORY, LLC
CRD 313968
|
GLASTONBURY, CT, United States | $635,801,070 | |
|
HILLTOP WEALTH ADVISORS, LLC
CRD 283014
|
CHAPEL HILL, NC, United States | $635,538,564 | |
|
FIRE CAPITAL MANAGEMENT, LLC
CRD 299218
|
SAN FRANCISCO, CA, United States | $635,450,683 | |
|
CLARE MARKET INVESTMENTS, LLC
CRD 217515
|
DALLAS, TX, United States | $635,150,000 | |
|
NORTHWEST FINANCIAL SERVICES INC
CRD 106805
|
INDIANAPOLIS, IN, United States | $634,899,243 | |
|
UGVP MANAGEMENT, LLC
CRD 170880
|
SUMMIT, NJ, United States | $634,873,261 | |
|
STANLEY CAPITAL MANAGEMENT LLC
CRD 156468
|
HOUSTON, TX, United States | $634,621,352 | |
|
SIMCOE CAPITAL MANAGEMENT, LLC
CRD 161985
|
NEW YORK, NY, United States | $633,820,245 | |
|
CENTRAL VALLEY ADVISORS, LLC
CRD 324974
|
SACRAMENTO, CA, United States | $633,744,497 | |
|
VISION RETIREMENT, LLC
CRD 173064
|
RIDGEWOOD, NJ, United States | $633,740,217 | |
|
WJ INTERESTS, LLC
CRD 114381
|
SUGAR LAND, TX, United States | $633,500,000 | |
|
KICKSTAND VENTURES, LLC
CRD 327022
|
PITTSFORD, NY, United States | $633,474,215 | |
|
KENNEDY INVESTMENT GROUP, INC.
CRD 322605
|
WEST DEPTFORD, NJ, United States | $633,231,923 | |
|
CAPVISOR ASSOCIATES, LLC
CRD 289154
|
$633,146,275 | ||
|
WHITEROCK WEALTH DESIGN, LLC
CRD 342236
|
FAYETTEVILLE, AR, United States | $632,891,285 | |
|
KARMA CAPITAL ADVISORS PVT LTD.
CRD 335212
|
MUMBAI, MAHARASHTRA, India | $632,506,121 | |
|
VICKERMAN INVESTMENT ADVISORS, INC.
CRD 313240
|
SPOKANE, WA, United States | $632,257,716 | |
|
CARLSON & COMPANY FINANCIAL SERVICES, LLC
CRD 295907
|
TOPEKA, KS, United States | $632,192,164 | |
|
FORTEM FINANCIAL GROUP, LLC
CRD 291662
|
PALM DESERT, CA, United States | $631,885,884 | |
|
VIZCAYA CAPITAL, LLC
CRD 170518
|
MIAMI, FL, United States | $631,426,242 | |
|
BOLTHOUSE INVESTMENTS, LLC
CRD 148531
|
BAKERSFIELD, CA, United States | $631,243,365 | |
|
HAMMOND, KENNEDY, WHITNEY & COMPANY, INC.
CRD 161288
|
$631,192,873 | ||
|
PEAK RETIREMENT PLANNING, INC.
CRD 317592
|
COLUMBUS, OH, United States | $631,022,251 | |
|
L.S.Y., INC
CRD 38
|
SAN RAMON, CA, United States | $630,665,806 | |
|
STUART INVESTMENT ADVISORS, INC.
CRD 109995
|
AUSTIN, TX, United States | $630,506,335 | |
|
ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
|
PROVO, UT, United States | $630,452,554 | |
|
CORDATUS WEALTH MANAGEMENT LLC
CRD 282871
|
YARDLEY, PA, United States | $630,374,581 | |
|
DAVIDSON CAPITAL MANAGEMENT, INC.
CRD 112232
|
CORPUS CHRISTI, TX, United States | $630,302,467 | |
|
NEUMANN CAPITAL MANAGEMENT, LLC
CRD 112182
|
FOSTER CITY, CA, United States | $630,287,808 | |
|
ROSEL WEALTH MANAGEMENT, LLC
CRD 291065
|
HIGHLANDS RANCH, CO, United States | $630,237,813 | |
|
G2 INVESTMENT PARTNERS MANAGEMENT LLC
CRD 163921
|
NEW YORK, NY, United States | $630,216,878 | |
|
SEARLE & CO.
CRD 13035
|
GREENWICH, CT, United States | $629,892,525 | |
|
ROSE PARK ADVISORS, LLC
CRD 162017
|
BOSTON, MA, United States | $629,855,538 |