Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
AVALAN, LLC
CRD 156109
|
SANTA BARBARA, CA, United States | $621,827,000 | |
|
12TH STREET ASSET MANAGEMENT LLC
CRD 153528
|
NASHVILLE, TN, United States | $621,561,338 | |
|
AVISO WEALTH MANAGEMENT
CRD 108146
|
BELLEVUE, WA, United States | $621,295,558 | |
|
OAK FAMILY ADVISORS, LLC
CRD 141332
|
CHICAGO, IL, United States | $621,000,000 | |
|
PARALLAXES CAPITAL MANAGEMENT, LLC
CRD 291657
|
LOS ANGELES, CA, United States | $620,823,588 | |
|
ALTUS WEALTH GROUP, LLC
CRD 287848
|
COLORADO SPRINGS, CO, United States | $620,059,219 | |
|
CAPITAL ADVISERS, INC.
CRD 118442
|
RALEIGH, NC, United States | $620,000,000 | |
|
BNA WEALTH, INC.
CRD 39326
|
ROCK HILL, SC, United States | $619,754,403 | |
|
CORUS FAMILY WEALTH ADVISORS, INC.
CRD 114702
|
MCKINNEY, TX, United States | $619,512,128 | |
|
RED ARTS CAPITAL MANAGEMENT, LLC
CRD 316396
|
CHICAGO, IL, United States | $619,466,715 | |
|
INNOVATIVE CAPITAL ADVISORS, LLC
CRD 161281
|
CHICAGO, IL, United States | $619,456,034 | |
|
ALPHA FINANCIAL ADVISORS, LLC
CRD 122545
|
CHARLOTTE, NC, United States | $619,320,059 | |
|
BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
|
LEHI, UT, United States | $619,188,611 | |
|
CPA ASSET MANAGEMENT GROUP, LLC
CRD 107833
|
WEST PALM BEACH, FL, United States | $619,157,530 | |
|
TACTIVE ADVISORS, LLC
CRD 309311
|
SARASOTA, FL, United States | $619,043,913 | |
|
TRI-AD CAPITAL MANAGEMENT I, LLC
CRD 324364
|
ESCONDIDO, CA, United States | $618,950,543 | |
|
MERITAS WEALTH MANAGEMENT, LLC
CRD 148565
|
SAN RAFAEL, CA, United States | $618,946,502 | |
|
SANCUS CAPITAL MANAGEMENT LP
CRD 157121
|
LOS ANGELES, CA, United States | $618,907,823 | |
|
ALEXANDER LABRUNERIE & CO., INC.
CRD 117153
|
COLUMBIA, MO, United States | $618,861,751 | |
|
WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
|
MINNEAPOLIS, MN, United States | $618,305,647 | |
|
WHEELER RETIREMENT PLANS LLC
CRD 327889
|
DULUTH, MN, United States | $618,125,975 | |
|
STEADTRUST LLC
CRD 334416
|
$618,117,066 | ||
|
RIVERMONT CAPITAL MANAGEMENT LP
CRD 311888
|
NEW YORK, NY, United States | $617,938,719 | |
|
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
CRD 301715
|
NEW ORLEANS, LA, United States | $617,882,576 | |
|
REGIS METRO ASSOCIATES, INC.
CRD 160859
|
SAN FRANCISCO, CA, United States | $617,810,275 | |
|
CAPITAL PLANNING, LLC
CRD 169470
|
BELLEVUE, WA, United States | $617,688,176 | |
|
CARDINAL STRATEGIC WEALTH GUIDANCE, LLC
CRD 283226
|
LOUISVILLE, KY, United States | $617,652,976 | |
|
DI INVESTMENT MANAGEMENT LP
CRD 318069
|
DALLAS, TX, United States | $617,591,427 | |
|
HUSSMAN STRATEGIC ADVISORS INC
CRD 109400
|
ELLICOTT CITY, MD, United States | $617,390,096 | |
|
EQ WEALTH ADVISORS, LLC
CRD 322294
|
DALLAS, TX, United States | $617,000,348 | |
|
CLEAR WAVE WEALTH MANAGEMENT, LLC
CRD 338582
|
RED BANK, NJ, United States | $617,000,000 | |
|
WEST WEALTH GROUP, LLC
CRD 316644
|
IRVINE, CA, United States | $616,733,224 | |
|
GREENBUSH FINANCIAL GROUP, LLC
CRD 125500
|
ALBANY, NY, United States | $616,539,856 | |
|
HILTOP PARTNERS, LLC
CRD 290981
|
MISHAWAKA, IN, United States | $616,442,794 | |
|
CATALINA CAPITAL GROUP, LLC
CRD 172556
|
TORRANCE, CA, United States | $616,289,572 | |
|
GREY LEDGE ADVISORS, LLC
CRD 124867
|
GUILFORD, CT, United States | $616,042,789 | |
|
STOLPER & COMPANY
CRD 6911
|
SAN DIEGO, CA, United States | $615,674,739 | |
|
FMB WEALTH MANAGEMENT
CRD 122309
|
WESTLAKE VILLAGE, CA, United States | $615,654,812 | |
|
KETTLE HILL CAPITAL MANAGEMENT, LLC
CRD 163722
|
NEW YORK, NY, United States | $615,543,519 | |
|
TREVIAN WEALTH MANAGEMENT, LLC
CRD 174412
|
$615,516,865 | ||
|
NINE THIRTY CAPITAL MANAGEMENT, LLC
CRD 130545
|
NEW YORK, NY, United States | $615,463,570 | |
|
FREEDOM DAY SOLUTIONS, LLC
CRD 138962
|
HOUSTON, TX, United States | $615,298,373 | |
|
MEANINGFUL PARTNERS LLC
CRD 306169
|
EL SEGUNDO, CA, United States | $615,215,704 | |
|
H.I.G. WHITEHORSE ADVISERS, LLC
CRD 164905
|
MIAMI, FL, United States | $615,128,821 | |
|
ENVOY ADVISORY INC.
CRD 306559
|
COLORADO SPRINGS, CO, United States | $614,952,466 | |
|
FINANCIAL ALTERNATIVES, INC.
CRD 108245
|
LA JOLLA, CA, United States | $614,784,199 | |
|
MYSTIC ASSET MANAGEMENT, INC.
CRD 170361
|
WARWICK, RI, United States | $614,583,156 | |
|
LISC FUND MANAGEMENT, LLC
CRD 304733
|
NEW YORK, NY, United States | $614,556,668 | |
|
DARWIN WEALTH MANAGEMENT, LLC
CRD 166585
|
TAMPA, FL, United States | $614,495,581 | |
|
ZEGA INVESTMENTS, LLC
CRD 330428
|
PALM BEACH GARDENS, FL, United States | $614,016,453 |