Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PROSPERITY FINANCIAL GROUP, INC.
CRD 339321
|
SAN RAMON, CA, United States | $502,955,078 | |
|
PRESERVATION EQUITY FUND ADVISORS, LLC
CRD 300968
|
IRVINE, CA, United States | $502,879,532 | |
|
SAYBROOK CAPITAL CORP
CRD 107679
|
SAG HARBOR, NY, United States | $502,665,436 | |
|
BOLTWOOD CAPITAL MANAGEMENT
CRD 110293
|
WALNUT CREEK, CA, United States | $502,513,220 | |
|
CROWN WEALTH GROUP LLC
CRD 299732
|
CHARLOTTE, NC, United States | $502,353,310 | |
|
SHARP WEALTH ADVISORY, LLC
CRD 289325
|
HORSHAM, PA, United States | $502,122,573 | |
|
QUANTITATIVE PROCESS, LLC
CRD 165699
|
CHARLOTTE, NC, United States | $502,114,653 | |
|
INVESTORS ASSET MANAGEMENT OF GEORGIA INC
CRD 106796
|
ATLANTA, GA, United States | $502,012,623 | |
|
TRANSITION EQUITY PARTNERS, LLC
CRD 324358
|
CHICAGO, IL, United States | $501,770,331 | |
|
HUMBLE MANAGEMENT, LLC
CRD 322006
|
NEW YORK, NY, United States | $501,639,351 | |
|
FIRST WASHINGTON CORPORATION
CRD 6681
|
SEATTLE, WA, United States | $501,201,045 | |
|
LRZ CAPITAL LLC
CRD 333746
|
MIAMI, FL, United States | $500,833,619 | |
|
FAMILY FINANCIAL SOLUTIONS GROUP, LLC
CRD 172725
|
DURANGO, CO, United States | $500,744,069 | |
|
SAOTHAIR CAPITAL PARTNERS, LLC
CRD 328192
|
WAYNE, PA, United States | $500,709,754 | |
|
PANDOWEALTH. LLC
CRD 281456
|
$500,276,470 | ||
|
HC ADVISORS LLC
CRD 165200
|
SANDY SPRINGS, GA, United States | $500,174,512 | |
|
PRIVATE WEALTH SOLUTIONS, LLC
CRD 289437
|
CALABASAS, CA, United States | $500,000,000 | |
|
MAYBOURNE PARTNERS MANAGEMENT LP
CRD 343482
|
$500,000,000 | ||
|
ENDOWMENT ADVISERS, L.P.
CRD 129346
|
AUSTIN, TX, United States | $499,692,477 | |
|
FIRST SABREPOINT CAPITAL MANAGEMENT, LP
CRD 283638
|
DALLAS, TX, United States | $499,542,361 | |
|
STOKES CAPITAL ADVISORS, LLC
CRD 281278
|
GREENWOOD, SC, United States | $499,428,850 | |
|
GREENSTONE PARTNERS, LLC
CRD 136566
|
LARKSPUR, CA, United States | $499,304,934 | |
|
ELEVATED CAPITAL ADVISORS, LLC
CRD 226721
|
DRAPER, UT, United States | $499,143,919 | |
|
EVT FINANCIAL ADVISORS AG
CRD 155268
|
ZURICH, Switzerland | $498,927,026 | |
|
PRESIDIO CAPITAL MANAGEMENT, LLC
CRD 304501
|
SAN DIEGO, CA, United States | $498,887,848 | |
|
ACT ADVISORS, LLC
CRD 173120
|
ASHEVILLE, NC, United States | $498,875,199 | |
|
SCIENTECH RESEARCH LLC
CRD 310615
|
JERSEY CITY, NJ, United States | $498,759,614 | |
|
CLARK FINANCIAL SERVICES GROUP INC
CRD 110650
|
CHESTERFIELD, MO, United States | $498,675,139 | |
|
KAHN BROTHERS ADVISORS LLC
CRD 144368
|
NEW YORK, NY, United States | $498,597,131 | |
|
BLUE OPAL CAPITAL, LLC
CRD 315680
|
NEW YORK, NY, United States | $498,505,088 | |
|
OUTRUNNER CAPITAL, LLC
CRD 331377
|
AUSTIN, TX, United States | $498,467,796 | |
|
HASTINGS EQUITY PARTNERS, LLC
CRD 167499
|
BOSTON, MA, United States | $498,453,000 | |
|
JACKSON FINANCIAL SERVICES, LLC
CRD 132252
|
MT. PLEASANT, SC, United States | $498,065,507 | |
|
RUEDI WEALTH MANAGEMENT, INC.
CRD 173262
|
CHAMPAIGN, IL, United States | $498,000,167 | |
|
PITZL FINANCIAL, LLC
CRD 171441
|
ARDEN HILLS, MN, United States | $497,981,581 | |
|
XCEL WEALTH MANAGEMENT, LLC
CRD 158863
|
HOLLY HILL, FL, United States | $497,928,235 | |
|
SOCORRO ASSET MANAGEMENT, L.P.
CRD 304401
|
DALLAS, TX, United States | $497,869,186 | |
|
WILLIAM MADISON ADVISORS, INC.
CRD 294782
|
ABILENE, TX, United States | $497,702,053 | |
|
SCHMIDT FINANCIAL MANAGEMENT, INC.
CRD 328247
|
KIRKLAND, WA, United States | $497,527,086 | |
|
LEGEIS CAPITAL ADVISORS, LLC
CRD 332943
|
GREAT NECK, NY, United States | $497,365,902 | |
|
VERDIS INVESTMENT MANAGEMENT, LLC
CRD 134445
|
WEST CONSHOHOCKEN, PA, United States | $496,969,429 | |
|
THE MILWEALTH GROUP, LLC
CRD 108931
|
MILWAUKEE, WI, United States | $496,900,624 | |
|
RR ADVISORS, LLC
CRD 130609
|
DALLAS, TX, United States | $496,770,809 | |
|
RIPOSTE CAPITAL LLC
CRD 322217
|
NEW YORK, NY, United States | $496,646,085 | |
|
PEAVINE CAPITAL, LLC
CRD 159922
|
$496,295,948 | ||
|
POWERLAW FUND ADVISER, LLC
CRD 338152
|
SAN FRANCISCO, CA, United States | $496,250,169 | |
|
WHITE OAKS INVESTMENT MANAGEMENT, INC
CRD 170016
|
SARASOTA, FL, United States | $496,135,160 | |
|
RENCH WEALTH MANAGEMENT, INC.
CRD 159983
|
DENTON, TX, United States | $495,858,047 | |
|
STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP
CRD 284310
|
MENLO PARK, CA, United States | $495,769,967 | |
|
MONARCH CAPITAL MANAGEMENT INC
CRD 106244
|
FORT WAYNE, IN, United States | $495,651,343 |