Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MAYTUS CAPITAL MANAGEMENT, LLC
CRD 288640
|
NEW YORK, NY, United States | $597,808,278 | |
|
JAFFA CAPITAL MANAGEMENT LLC
CRD 325411
|
CLIFTON, NJ, United States | $597,220,000 | |
|
MEASURED RISK PORTFOLIOS, INC.
CRD 141422
|
SAN DIEGO, CA, United States | $597,205,588 | |
|
GARRISON POINT ADVISORS, LLC
CRD 292016
|
WALNUT CREEK, CA, United States | $597,057,989 | |
|
THE PHOENIX FUND ADVISOR LLC
CRD 316384
|
GUAYNABO, PR, United States | $596,381,715 | |
|
ASCENTIS WEALTH MANAGEMENT, LLC
CRD 330923
|
DALLAS, TX, United States | $595,719,066 | |
|
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257
|
BLOOMINGTON, IN, United States | $595,565,339 | |
|
ENDEAVOR PRIVATE WEALTH, INC.
CRD 313053
|
TOPEKA, KS, United States | $595,349,686 | |
|
RELIANT WEALTH PLANNING, LLC
CRD 286230
|
LOUISVILLE, KY, United States | $595,209,756 | |
|
HEDEKER WEALTH LLC
CRD 124341
|
LINCOLNSHIRE, IL, United States | $595,138,292 | |
|
AFFINITY INVESTMENT GROUP, LLC
CRD 117191
|
EXETER, NH, United States | $595,103,964 | |
|
THE JUNK INVESTMENT GROUP, LLC
CRD 104619
|
HUNT VALLEY, MD, United States | $594,970,561 | |
|
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC
CRD 332536
|
CRANFORD, NJ, United States | $594,905,446 | |
|
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
CRD 309209
|
BURLINGAME, CA, United States | $594,220,808 | |
|
OUTLOOK WEALTH ADVISORS, LLC
CRD 291465
|
THE WOODLANDS, TX, United States | $593,701,413 | |
|
ALIGNMENT GROWTH MANAGEMENT LLC
CRD 319136
|
NEW YORK, NY, United States | $593,204,613 | |
|
CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
|
DEERFIELD, IL, United States | $593,183,813 | |
|
ATLAS MERCHANT CAPITAL LLC
CRD 172124
|
NEW YORK, NY, United States | $593,033,821 | |
|
FUND DIRECT ADVISORS INC.
CRD 155363
|
GREENSBORO, NC, United States | $593,000,000 | |
|
GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
|
GLASTONBURY, CT, United States | $592,815,523 | |
|
DISCIPLINED INVESTMENTS, LLC
CRD 129696
|
TULSA, OK, United States | $592,795,599 | |
|
GDA LUMA CAPITAL MANAGEMENT, LP
CRD 314502
|
MIAMI, FL, United States | $592,368,304 | |
|
DELTA FINANCIAL ADVISORS, L.L.C.
CRD 122092
|
METAIRIE, LA, United States | $592,287,336 | |
|
GERBER, LLC
CRD 120039
|
COLUMBUS, OH, United States | $592,071,283 | |
|
WEALTH PRESERVATION ADVISORS, LLC
CRD 167518
|
CHATTANOOGA, TN, United States | $591,644,303 | |
|
HOXTON PLANNING & MANAGEMENT, LLC
CRD 319087
|
SHEPHERDSTOWN, WV, United States | $591,549,809 | |
|
HZ INVESTMENTS INC.
CRD 312268
|
CHEVY CHASE, MD, United States | $591,392,745 | |
|
WALTER C. FLOWER & CO., INC
CRD 110775
|
NEW ORLEANS, LA, United States | $591,335,914 | |
|
NIPPON VALUE INVESTORS KK
CRD 140500
|
TOKYO, Japan | $591,286,435 | |
|
POEHLING CAPITAL MANAGEMENT, INC.
CRD 131668
|
MADISON, WI, United States | $591,270,000 | |
|
ACCREDITED INVESTOR SERVICES, LLC
CRD 148821
|
ST. CLOUD, MN, United States | $590,985,738 | |
|
THE LEGACY FINANCIAL GROUP, INC.
CRD 135059
|
TULSA, OK, United States | $590,734,523 | |
|
MILESTONE PARTNERS MANAGEMENT CO., L.P.
CRD 159904
|
VILLANOVA, PA, United States | $590,682,793 | |
|
LEVCO CAPITAL LP
CRD 161117
|
NEW YORK, NY, United States | $590,500,000 | |
|
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD 316024
|
LAKEWAY, TX, United States | $590,457,327 | |
|
MILESTONE FINANCIAL PLANNING, LLC
CRD 283439
|
BEDFORD, NH, United States | $590,290,410 | |
|
FLORIDA ATLANTIC SECURITIES CORP.
CRD 43272
|
MIAMI, FL, United States | $590,035,263 | |
|
SECTION PARTNERS MANAGEMENT, LLC
CRD 314618
|
PALO ALTO, CA, United States | $590,032,567 | |
|
RESTON WEALTH MANAGEMENT, LLC.
CRD 148816
|
RESTON, VA, United States | $589,943,000 | |
|
MIG CAPITAL, LLC
CRD 160782
|
NEWPORT BEACH, CA, United States | $589,549,983 | |
|
MASTER'S WEALTH MANAGEMENT INC.
CRD 328693
|
LEOLA, PA, United States | $589,513,898 | |
|
SEQUENT PLANNING, LLC
CRD 160381
|
OMAHA, NE, United States | $589,473,003 | |
|
VAM GROUP, INC.
CRD 118048
|
GRAND RAPIDS, MI, United States | $589,375,294 | |
|
GREATER MIDWEST FINANCIAL GROUP, LLC
CRD 324387
|
SAINT PAUL, MN, United States | $589,267,761 | |
|
FAIRFIELD, BUSH & CO.
CRD 105970
|
DARIEN, CT, United States | $588,975,599 | |
|
RJA ASSET MANAGEMENT LLC
CRD 153428
|
STAMFORD, CT, United States | $588,940,507 | |
|
WP ADVISORS, LLC
CRD 118268
|
$588,869,236 | ||
|
CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
CRD 119695
|
DUBLIN, OH, United States | $588,710,957 | |
|
HFR WEALTH MANAGEMENT, LLC
CRD 106913
|
$588,662,553 | ||
|
STONE-GOFF MANAGEMENT, LLC
CRD 281205
|
NEW YORK, NY, United States | $588,641,780 |