Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
3000 MANAGEMENT, INC.
CRD 121168
|
SAN FRANCISCO, CA, United States | $520,903,769 | |
|
FIDUCIARY ADVISORS, LLC
CRD 104189
|
COTTONWOOD HEIGHTS, UT, United States | $520,231,740 | |
|
GROUNDED CAPITAL, LLC
CRD 323354
|
MILL VALLEY, CA, United States | $519,961,793 | |
|
ZURAW FINANCIAL ADVISORS, LLC
CRD 173129
|
GREENSBORO, NC, United States | $519,944,390 | |
|
UNCOMMON CENTS INVESTING, INC
CRD 290105
|
JANESVILLE, WI, United States | $519,598,466 | |
|
DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD 115879
|
FORT WORTH, TX, United States | $519,412,773 | |
|
SAVANO DIRECT CAPITAL PARTNERS, LLC
CRD 174066
|
BALTIMORE, MD, United States | $519,057,969 | |
|
BROADOAK ASSET MANAGEMENT, LLC
CRD 148901
|
BETHESDA, MD, United States | $519,004,574 | |
|
NORTHSTAR FINANCIAL COMPANIES, INC.
CRD 119396
|
CONSHOHOCKEN, PA, United States | $519,000,000 | |
|
MATSON FINANCIAL ADVISORS, INC.
CRD 122480
|
DANBURY, CT, United States | $518,854,653 | |
|
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC
CRD 306823
|
DALLAS, TX, United States | $518,693,963 | |
|
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC
CRD 174036
|
NASHVILLE, TN, United States | $518,567,743 | |
|
BICYCLE MANAGEMENT COMPANY, L.P.
CRD 328090
|
COCONUT GROVE, FL, United States | $518,475,206 | |
|
BOARDMAN BAY CAPITAL MANAGEMENT LLC
CRD 164577
|
NEW YORK, NY, United States | $518,389,654 | |
|
INDEPENDENT WEALTH NETWORK, INC.
CRD 286262
|
URBANDALE, IA, United States | $518,379,731 | |
|
HUDSON HILL CAPITAL MANAGEMENT, LLC
CRD 316815
|
NEW YORK, NY, United States | $518,105,000 | |
|
QUANTECH SOLUTION PARTNERS NORTH AMERICA INC.
CRD 315603
|
NY, NY, United States | $517,928,039 | |
|
PARKSHORE WEALTH MANAGEMENT
CRD 148052
|
GRANITE BAY, CA, United States | $517,887,077 | |
|
SELDON CAPITAL LP
CRD 300755
|
SAN FRANCISCO, CA, United States | $517,751,325 | |
|
ALTIUM INVESTMENT STRATEGIES LLC
CRD 333950
|
WESLEY CHAPEL, FL, United States | $517,721,858 | |
|
BGM WEALTH PARTNERS, LLC
CRD 110483
|
BLOOMINGTON, MN, United States | $517,482,644 | |
|
JORDAN/ZALAZNICK ADVISERS, INC.
CRD 160932
|
NEW YORK, NY, United States | $517,475,669 | |
|
ALLIANCE WEALTH MANAGEMENT GROUP, LLC
CRD 169573
|
FLEMINGTON, NJ, United States | $517,401,818 | |
|
FIAT WEALTH MANAGEMENT LLC
CRD 318201
|
WAYZATA, MN, United States | $517,382,209 | |
|
NEST EGG ETFS, LLC
CRD 332971
|
DOWNEY, CA, United States | $517,315,000 | |
|
CHELSEA COUNSEL COMPANY
CRD 110399
|
WOODLAND HILLS, CA, United States | $517,022,106 | |
|
SOWA FINANCIAL GROUP INC
CRD 107646
|
LINCOLN, RI, United States | $517,016,775 | |
|
GIFFORD FONG ASSOCIATES
CRD 142917
|
LAFAYETTE, CA, United States | $516,963,144 | |
|
MEDALLION WEALTH ADVISORS, LLC
CRD 156064
|
FARMINGTON, CT, United States | $516,929,147 | |
|
CRG FUND MANAGER, LLC
CRD 311944
|
CHICAGO, IL, United States | $516,857,186 | |
|
MILLENNIA GLOBAL INVESTORS LLC
CRD 322761
|
NEW YORK, NY, United States | $515,959,202 | |
|
801 WEST CAPITAL MANAGEMENT, LLC
CRD 168417
|
LAKE OSWEGO, OR, United States | $515,861,941 | |
|
PRUDENT INVESTORS NETWORK, INC.
CRD 127284
|
LAKE FOREST, CA, United States | $515,799,473 | |
|
CID CAPITAL II, INC.
CRD 160776
|
CARMEL, IN, United States | $515,788,887 | |
|
STEAMBOAT CAPITAL PARTNERS, LLC
CRD 173141
|
$515,639,073 | ||
|
ORION INVESTMENT CO
CRD 110867
|
ST LOUIS, MO, United States | $515,417,794 | |
|
FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
|
MURRAY, UT, United States | $515,414,028 | |
|
THE MAIN STREET GROUP, LTD
CRD 175502
|
GLEN ALLEN, VA, United States | $515,285,051 | |
|
TWENTY-FIRST TAILORED SOLUTIONS, INC.
CRD 158381
|
$515,261,234 | ||
|
PRISM ADVISORS, INC.
CRD 286474
|
STUDIO CITY, CA, United States | $515,053,031 | |
|
WEALTHSPRING CAPITAL LLC
CRD 301040
|
WEST HARRISON, NY, United States | $514,983,003 | |
|
MATTSON FINANCIAL SERVICES, LLC
CRD 153067
|
KENTWOOD, MI, United States | $514,980,868 | |
|
TAIKO PRIVATE WEALTH
CRD 329909
|
CHICAGO, IL, United States | $514,797,354 | |
|
HAVEN WEALTH GROUP LLC
CRD 148099
|
HOUSTON, TX, United States | $514,750,476 | |
|
GAVILAN INVESTMENT PARTNERS LLC
CRD 311134
|
BURLINGAME, CA, United States | $514,702,037 | |
|
JAMES T. BORELLO & CO.
CRD 16860
|
EAST DUNDEE, IL, United States | $514,080,273 | |
|
SEARCY FINANCIAL SERVICES, INC.
CRD 105807
|
OVERLAND PARK, KS, United States | $513,972,511 | |
|
UHLER VERTICH WHITE ADVISORS, LLC
CRD 130716
|
FORT MYERS, FL, United States | $513,675,000 | |
|
WISER WEALTH MANAGEMENT, INC
CRD 125282
|
MARIETTA, GA, United States | $513,631,706 | |
|
TOWER BAY ASSET MANAGEMENT LP
CRD 317104
|
STAMFORD, CT, United States | $513,625,961 |