Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312
|
JACKSONVILLE, FL, United States | $533,539,848 | |
|
NEW CAPITAL MANAGEMENT, LP
CRD 131658
|
HOUSTON, TX, United States | $533,528,671 | |
|
SKY ISLAND CAPITAL LP
CRD 305087
|
DALLAS, TX, United States | $533,489,012 | |
|
BAYBERRY CAPITAL PARTNERS LP
CRD 300381
|
NEW YORK, NY, United States | $533,425,534 | |
|
COLLECTIVE FAMILY OFFICE, LLC
CRD 301274
|
YORK, PA, United States | $533,364,496 | |
|
TRIGRAN INVESTMENTS, INC.
CRD 155200
|
NORTHBROOK, IL, United States | $533,193,505 | |
|
WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998
|
GREER, SC, United States | $532,920,068 | |
|
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
|
WELLESLEY, MA, United States | $532,889,266 | |
|
CIMARRON HEALTHCARE CAPITAL, LLC
CRD 282387
|
SALT LAKE CITY, UT, United States | $532,721,959 | |
|
CONSULTIVA WEALTH MANAGEMENT, CORP.
CRD 111846
|
SAN JUAN, PR, United States | $532,694,447 | |
|
CMT ASSET MANAGEMENT LLC
CRD 290487
|
CHICAGO, IL, United States | $532,691,261 | |
|
BROPHY WEALTH MANAGEMENT, LLC
CRD 169894
|
BEDFORD, NH, United States | $532,526,394 | |
|
PASSPORT CAPITAL, LLC
CRD 134484
|
SAN FRANCISCO, CA, United States | $532,370,151 | |
|
EIGHT 31 FINANCIAL, LLC
CRD 327632
|
MIDLAND, TX, United States | $532,353,561 | |
|
FOUNDERS GROVE WEALTH PARTNERS, LLC
CRD 331352
|
RICHMOND, VA, United States | $532,282,506 | |
|
WHITE PINE INVESTMENT COMPANY
CRD 111556
|
LIVONIA, MI, United States | $532,280,488 | |
|
P. SCHOENFELD ASSET MANAGEMENT LP
CRD 149236
|
NEW YORK, NY, United States | $532,177,576 | |
|
DST WEALTH MANAGEMENT LLC
CRD 302110
|
INDIAN WELLS, CA, United States | $532,112,090 | |
|
ELEVATED FINANCIAL GROUP, LLC
CRD 334353
|
INDIANAPOLIS, IN, United States | $531,978,537 | |
|
MH ADVISORY SERVICES LLC
CRD 171653
|
$531,965,624 | ||
|
CERRO PACIFIC WEALTH ADVISORS, LLC
CRD 310825
|
SAN LUIS OBISPO, CA, United States | $531,612,070 | |
|
XXI WEALTH, LLC
CRD 330796
|
CHICAGO, IL, United States | $531,547,477 | |
|
NEW SILK ROUTE ADVISORS, L.P.
CRD 161339
|
NEW YORK, NY, United States | $531,530,183 | |
|
CEETO CAPITAL GROUP, LLC
CRD 286538
|
CORAL GABLES, FL, United States | $531,397,433 | |
|
SARDIS GROUP, LLC
CRD 333854
|
ATLANTA, GA, United States | $531,190,303 | |
|
CAP91 PARTNERS MANAGEMENT LLC
CRD 324057
|
RICHMOND, VA, United States | $531,036,012 | |
|
TITAN RETIREMENT ADVISORS LLC
CRD 166359
|
FULSHEAR, TX, United States | $531,000,000 | |
|
BROWN WEALTH MANAGEMENT, LLC
CRD 324695
|
NAPERVILLE, IL, United States | $530,789,306 | |
|
TRINITY PORTFOLIO ADVISORS, LLC
CRD 151721
|
SOUTHLAKE, TX, United States | $530,536,813 | |
|
SECURITIZE CAPITAL LLC
CRD 315859
|
MIAMI, FL, United States | $530,192,153 | |
|
SANTA BARBARA MGMT, LLC
CRD 334801
|
CHICAGO, IL, United States | $530,188,760 | |
|
MATHESON & ROCK WEALTH MANAGEMENT, LLC
CRD 289603
|
DAVENPORT, IA, United States | $530,000,000 | |
|
A-STREET MANAGEMENT LP
CRD 336707
|
$529,972,445 | ||
|
CARLSON CAPITAL, L.P.
CRD 118156
|
DALLAS, TX, United States | $529,898,523 | |
|
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
CRD 309546
|
WALTHAM, MA, United States | $529,811,638 | |
|
DENVER WEALTH MANAGEMENT, INC.
CRD 284868
|
DENVER, CO, United States | $529,782,138 | |
|
GAGNON SECURITIES, LLC
CRD 103727
|
NEW YORK, NY, United States | $529,713,650 | |
|
TC LATIN AMERICA PARTNERS LLC
CRD 307441
|
SAN JUAN, PR, United States | $529,705,368 | |
|
YARGER WEALTH STRATEGIES, LLC
CRD 310207
|
WESTERVILLE, OH, United States | $529,689,928 | |
|
BARRETT & COMPANY, INC.
CRD 1175
|
PROVIDENCE, RI, United States | $529,683,081 | |
|
MINDFUL ASSET PLANNING LLC
CRD 113965
|
APPLE VALLEY, MN, United States | $529,453,785 | |
|
BENEFIT FIDUCIARY GROUP LLC
CRD 291252
|
RICHMOND, VA, United States | $529,431,293 | |
|
BENEDICT FINANCIAL ADVISORS, INC.
CRD 116690
|
ATLANTA, GA, United States | $529,382,185 | |
|
COWA, LLC
CRD 297180
|
TULSA, OK, United States | $529,365,864 | |
|
NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
|
DRAPER, UT, United States | $529,228,207 | |
|
CH GLOBAL CAPITAL MANAGEMENT, LLC
CRD 283431
|
NEW YORK, NY, United States | $529,133,499 | |
|
CARAVELA ENERGY PARTNERS LP
CRD 323131
|
DARIEN, CT, United States | $529,128,587 | |
|
ORIN GREEN FINANCIAL, LLC
CRD 285670
|
SAN DIEGO, CA, United States | $528,799,870 | |
|
S.A. MASON, LLC
CRD 151440
|
HOLLAND, MI, United States | $528,671,189 | |
|
PETERSON WEALTH SERVICES INC.
CRD 288620
|
SOUTH OGDEN, UT, United States | $528,544,411 |