Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC
CRD 289413
|
INDIANAPOLIS, IN, United States | $546,819,721 | |
|
JET WEALTH ADVISORS
CRD 333645
|
LA JOLLA, CA, United States | $546,543,000 | |
|
BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
|
FRANKLIN, MA, United States | $546,432,495 | |
|
MACH-1 FINANCIAL GROUP, LLC
CRD 298195
|
ROGERS, AR, United States | $546,345,461 | |
|
RESILIENCE MANAGEMENT, LLC
CRD 157006
|
CLEVELAND, OH, United States | $546,293,000 | |
|
3 BOOMERANG CAPITAL, LP
CRD 326929
|
GREENWICH, CT, United States | $546,141,414 | |
|
LEGACY WEALTH ASSET MANAGEMENT, LLC
CRD 306732
|
WOODBURY, MN, United States | $546,000,000 | |
|
WELLINGTON SHIELDS & CO., LLC
CRD 149021
|
NEW YORK, NY, United States | $545,964,414 | |
|
WHITEGATE INVESTMENT COUNSELORS, INC.
CRD 107732
|
CONCORD, NH, United States | $545,385,675 | |
|
STEWARDSHIP ADVISORS, LLC
CRD 277099
|
MOUNT JOY, PA, United States | $545,180,460 | |
|
25, LLC
CRD 317916
|
SAINT LOUIS, MO, United States | $545,000,000 | |
|
SELBY WEALTH MANAGEMENT, LLC
CRD 334084
|
EMERYVILLE, CA, United States | $544,790,253 | |
|
AMHERST CAPITAL MANAGEMENT LLC
CRD 174130
|
NEW YORK, NY, United States | $544,672,797 | |
|
TRILLIUM WEALTH LLC
CRD 341186
|
WINTER PARK, FL, United States | $544,636,725 | |
|
SIERRA OCEAN, LLC
CRD 313829
|
RIPON, CA, United States | $544,561,375 | |
|
PENOBSCOT WEALTH MANAGEMENT
CRD 286211
|
PORTLAND, ME, United States | $544,532,434 | |
|
TSW II CAPITAL ADVISORS, LLC
CRD 157380
|
CHATTANOOGA, TN, United States | $544,500,000 | |
|
ONEASCENT FAMILY OFFICE LLC
CRD 323305
|
BIRMINGHAM, AL, United States | $544,486,722 | |
|
NEWSTONE CAPITAL PARTNERS, LLC
CRD 161068
|
DALLAS, TX, United States | $544,480,000 | |
|
GOLDEN RESERVE RETIREMENT, LLC
CRD 283588
|
DUBLIN, OH, United States | $544,286,481 | |
|
GOODREID INVESTMENT COUNSEL CORP.
CRD 146982
|
TORONTO, Canada | $544,091,418 | |
|
FAROL INVESTMENT ADVISERS LP
CRD 166565
|
NEW YORK, NY, United States | $543,661,687 | |
|
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CRD 130931
|
DANVILLE, CA, United States | $543,490,977 | |
|
MARION WEALTH MANAGEMENT, LLC
CRD 315730
|
MONROEVILLE, PA, United States | $543,432,308 | |
|
PALUMBO WEALTH MANAGEMENT LLC
CRD 306548
|
GREAT NECK, NY, United States | $543,384,640 | |
|
PROSPERITY PLANNING, INC.
CRD 298268
|
NORTH KANSAS CITY, MO, United States | $543,207,022 | |
|
FOUNTAINHEAD FINANCIAL, LLC
CRD 150813
|
CHICAGO, IL, United States | $543,200,211 | |
|
HEADWATER INVESTMENT CONSULTING,INC.
CRD 133009
|
MCMINNVILLE, OR, United States | $542,975,000 | |
|
PLANNING DIRECTIONS, INC.
CRD 120131
|
GLEN MILLS, PA, United States | $542,444,766 | |
|
JUNO FINANCIAL GROUP LLC
CRD 336362
|
RICHMOND, VA, United States | $541,908,916 | |
|
BEACON INVESTMENT ADVISORS LLC
CRD 127368
|
GAITHERSBURG, MD, United States | $541,900,982 | |
|
TANDEM FINANCIAL, LLC
CRD 292565
|
GREENWOOD VILLAGE, CO, United States | $541,816,993 | |
|
CIBOLO ENERGY PARTNERS, LLC
CRD 287596
|
HOUSTON, TX, United States | $541,525,797 | |
|
SHOREHAVEN WEALTH PARTNERS, LLC
CRD 308026
|
RED BANK, NJ, United States | $541,514,920 | |
|
AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
|
MILWAUKEE, WI, United States | $541,478,694 | |
|
BCGM WEALTH MANAGEMENT, LLC
CRD 306757
|
LAFAYETTE, IN, United States | $541,469,419 | |
|
ARISTIDES CAPITAL LLC
CRD 162368
|
LOUISVILLE, KY, United States | $541,426,176 | |
|
ANDALUSIAN CREDIT PARTNERS, LLC
CRD 324744
|
NEW YORK, NY, United States | $541,294,578 | |
|
NORTHMARQ FUND MANAGEMENT, LLC
CRD 150703
|
LAKE OSWEGO, OR, United States | $541,267,495 | |
|
RELATION WEALTH MANAGEMENT, INC.
CRD 329961
|
TULSA, OK, United States | $541,213,086 | |
|
VENREX INVESTMENT MANAGEMENT LLP
CRD 324009
|
LONDON, United Kingdom | $541,028,932 | |
|
COMPOUND FAMILY OFFICES, LLC
CRD 298776
|
SARASOTA, FL, United States | $540,828,257 | |
|
DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
|
RIDGELAND, SC, United States | $540,807,741 | |
|
GRAY PRIVATE WEALTH, LLC
CRD 128547
|
CANTON, MA, United States | $540,678,977 | |
|
CONSILIUM INVESTMENT MANAGEMENT LLC
CRD 131934
|
FORT LAUDERDALE, FL, United States | $540,599,925 | |
|
CAZ INVESTMENTS REGISTERED ADVISER LLC
CRD 327614
|
HOUSTON, TX, United States | $540,556,877 | |
|
AHOY CAPITAL MANAGEMENT LLC
CRD 300100
|
PALO ALTO, CA, United States | $540,337,305 | |
|
OAKWOOD REAL ESTATE PARTNERS, LLC
CRD 169387
|
DENVER, CO, United States | $540,223,231 | |
|
HEROLD ADVISORS, INC.
CRD 105090
|
NEW YORK, NY, United States | $540,163,645 | |
|
LAWRENCE W. KELLY & ASSOCIATES, INC.
CRD 106635
|
PASADENA, CA, United States | $540,075,064 |