Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD 170442
|
RYE, NH, United States | $528,341,951 | |
|
BCR WEALTH STRATEGIES, LLC
CRD 119670
|
VESTAVIA, AL, United States | $528,142,142 | |
|
STRENGTH CAPITAL PARTNERS, LLC
CRD 134320
|
BIRMINGHAM, MI, United States | $528,006,285 | |
|
ARCHEAN CAPITAL PARTNERS II, L.L.C.
CRD 294346
|
NEWTOWN SQUARE, PA, United States | $527,831,000 | |
|
CURA WEALTH ADVISORS, LLC
CRD 332511
|
CHICAGO, IL, United States | $527,732,383 | |
|
ROSECAP INVESTMENT ADVISORS, LLC
CRD 152054
|
GRAND JUNCTION, CO, United States | $527,528,418 | |
|
NOBLE FAMILY WEALTH, LLC
CRD 315152
|
CLEARWATER, FL, United States | $527,467,341 | |
|
AXON CAPITAL LP
CRD 158281
|
NEW YORK, NY, United States | $527,395,028 | |
|
SOPHRON CAPITAL MANAGEMENT LP
CRD 331387
|
SUMMIT, NJ, United States | $527,280,000 | |
|
HVPF MANAGER II, LLC
CRD 318754
|
NEW YORK, NY, United States | $527,193,345 | |
|
COMPASS FINANCIAL ADVISORY SERVICES, LLC
CRD 316843
|
ORMOND BEACH, FL, United States | $527,155,793 | |
|
ARISTON SERVICES GROUP, LLC
CRD 146255
|
SAN DIEGO, CA, United States | $526,976,174 | |
|
COMPASS GROUP INVESTMENTS SOLUTIONS LLC
CRD 305680
|
MIAMI, FL, United States | $526,823,237 | |
|
RETIREMENT WELLNESS GROUP LLC
CRD 297255
|
PASADENA, CA, United States | $526,582,694 | |
|
CONSTELLATION INVESTIMENTOS E PARTICIPAÇÕES LTDA
CRD 157140
|
SAO PAULO, Brazil | $526,360,108 | |
|
AURDAN CAPITAL MANAGEMENT, LLC
CRD 330304
|
WAYNE, PA, United States | $526,247,837 | |
|
ONE BOW RIVER ADVISERS, LLC.
CRD 333311
|
COLORADO SPRINGS, CO, United States | $525,923,463 | |
|
GRAYBILL WEALTH MANAGEMENT, LTD.
CRD 112046
|
ELMHURST, IL, United States | $525,763,789 | |
|
GOLD INVESTMENT MANAGEMENT LTD.
CRD 152056
|
EDMONTON, Canada | $525,761,061 | |
|
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC
CRD 284788
|
NEW YORK, NY, United States | $525,593,905 | |
|
BOSTONPREMIER WEALTH, LLC
CRD 282268
|
HINGHAM, MA, United States | $525,185,587 | |
|
CORE PLANNING, LLC
CRD 154660
|
OFALLON, MO, United States | $525,029,564 | |
|
5TH STREET ADVISORS, LLC
CRD 140165
|
SOUTHPORT, CT, United States | $524,460,932 | |
|
ESSENTIAL PLANNING, LLC
CRD 106651
|
PORTSMOUTH, NH, United States | $524,444,621 | |
|
REIFY WEALTH ADVISORS, INC.
CRD 121978
|
INDIANAPOLIS, IN, United States | $524,414,189 | |
|
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
CRD 118366
|
LINCOLNSHIRE, IL, United States | $524,403,114 | |
|
DENVER PWM, LLC
CRD 171139
|
DENVER, CO, United States | $524,370,341 | |
|
PATHWAY FINANCIAL ADVISERS, LLC
CRD 166237
|
AUBURN, IN, United States | $524,223,965 | |
|
SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC
CRD 288129
|
ALISO VIEJO, CA, United States | $524,070,498 | |
|
CONIFER INVESTMENTS LTD
CRD 106159
|
WEST HARTFORD, CT, United States | $524,034,271 | |
|
DLK INVESTMENT MANAGEMENT
CRD 149096
|
SOLANA BEACH, CA, United States | $524,000,831 | |
|
CONVERGENCE INVESTMENT PARTNERS, LLC
CRD 148472
|
PALM BEACH GARDENS, FL, United States | $523,573,429 | |
|
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CRD 144008
|
AUSTIN, TX, United States | $523,441,243 | |
|
CHURCHILL FINANCIAL ADVISORS, LLC
CRD 333071
|
LOUISVILLE, KY, United States | $522,862,170 | |
|
EVERGREEN ADVISORS, LLC
CRD 149861
|
CHATTANOOGA, TN, United States | $522,799,366 | |
|
FORT POINT CAPITAL, LLC
CRD 164067
|
BOSTON, MA, United States | $522,572,989 | |
|
PARK EDGE ADVISORS, LLC
CRD 317521
|
CLEVELAND, OH, United States | $522,549,585 | |
|
DELTA WEALTH MANAGEMENT
CRD 111368
|
$522,450,532 | ||
|
SHERBORNE INVESTORS MANAGEMENT LP
CRD 160178
|
NEW YORK, NY, United States | $522,105,109 | |
|
VOYA INVESTMENT MANAGEMENT (UK) LIMITED
CRD 319170
|
LONDON, United Kingdom | $522,100,000 | |
|
MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
|
ALEXANDRIA, VA, United States | $522,091,202 | |
|
DG CAPITAL MANAGEMENT, LLC
CRD 157258
|
NEW YORK, NY, United States | $521,852,085 | |
|
LEADING EDGE FINANCIAL PLANNING LLC
CRD 277149
|
KNOXVILLE, TN, United States | $521,784,881 | |
|
VERSO PARTNERS LP
CRD 318319
|
SAN FRANCISCO, CA, United States | $521,595,383 | |
|
REFLOW SERVICES, LLC
CRD 158301
|
SAN FRANCISCO, CA, United States | $521,410,666 | |
|
ANDREW GARRETT, INC.
CRD 29931
|
NEW YORK, NY, United States | $521,347,399 | |
|
TRINITY LEGACY PARTNERS, LLC
CRD 159179
|
HOUSTON, TX, United States | $521,173,391 | |
|
5TH CENTURY PARTNERS LP
CRD 313522
|
CHICAGO, IL, United States | $521,151,569 | |
|
DISCIPLINED EQUITY MANAGEMENT, INC.
CRD 129436
|
NEPTUNE BEACH, FL, United States | $520,953,831 | |
|
KINGDOM FINANCIAL GROUP, LLC
CRD 155676
|
PEORIA, AZ, United States | $520,913,856 |