Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC
CRD 165500
|
WEST PALM BEACH, FL, United States | $479,135,213 | |
|
KEENER FINANCIAL PLANNING, LLC
CRD 147615
|
KELLER, TX, United States | $479,022,059 | |
|
MEREDITH WEALTH PLANNING LLC
CRD 300019
|
MARYVILLE, IL, United States | $478,744,219 | |
|
JOULE FINANCIAL, LLC
CRD 320791
|
LEXINGTON, KY, United States | $478,573,909 | |
|
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC
CRD 329887
|
NEW YORK, NY, United States | $478,497,592 | |
|
IDB LIDO WEALTH, LLC
CRD 322488
|
NEW YORK, NY, United States | $478,386,467 | |
|
GREAT OAK CAPITAL PARTNERS, LLC
CRD 281045
|
SOUTH EASTON, MA, United States | $477,932,440 | |
|
ELMWOOD WEALTH MANAGEMENT, INC.
CRD 165639
|
BERKELEY, CA, United States | $477,926,836 | |
|
CANNON TINGEY INVESTMENT ADVISORS INC
CRD 107539
|
SALT LAKE CITY, UT, United States | $477,715,853 | |
|
BARNES WEALTH MANAGEMENT GROUP, INC.
CRD 132189
|
BAKERSFIELD, CA, United States | $477,213,262 | |
|
MIDATLANTIC CAPITAL MANAGEMENT, INC.
CRD 116524
|
RICHMOND, VA, United States | $477,028,310 | |
|
JW ASSET MANAGEMENT, LLC
CRD 160805
|
$476,937,067 | ||
|
BROAD SKY PARTNERS LLC
CRD 317966
|
NEW YORK, NY, United States | $476,872,842 | |
|
SFW CAPITAL PARTNERS, L.P.
CRD 160561
|
RYE, NY, United States | $476,848,727 | |
|
RFG HOLDINGS INC.
CRD 173862
|
ARGYLE, TX, United States | $476,667,101 | |
|
MBM WEALTH CONSULTANTS, LLC
CRD 169091
|
CHESTERFIELD, MO, United States | $476,665,130 | |
|
ANDRA CAPITAL LLC
CRD 314080
|
SAN FRANCISCO, CA, United States | $476,538,169 | |
|
BRIDGEPORT MANAGEMENT COMPANY LLC
CRD 322871
|
NEW YORK, NY, United States | $476,492,546 | |
|
ARBORSTONE FINANCIAL, LLC
CRD 338225
|
ANDOVER, MA, United States | $476,000,000 | |
|
THE INVICTUS COLLECTIVE, LLC
CRD 310744
|
PARK RIDGE, IL, United States | $475,988,240 | |
|
EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC
CRD 298843
|
LAKEWOOD, CO, United States | $475,955,267 | |
|
WIMMER ASSOCIATES I, LLC
CRD 125243
|
PASADENA, CA, United States | $475,945,000 | |
|
G&S CAPITAL LLC
CRD 171033
|
DENVER, CO, United States | $475,619,241 | |
|
ONEASCENT WEALTH MANAGEMENT LLC
CRD 308057
|
BIRMINGHAM, AL, United States | $475,574,303 | |
|
SOURCE CAPITAL, LLC
CRD 325758
|
ATLANTA, GA, United States | $475,414,458 | |
|
XENDIA WEALTH LLC
CRD 157973
|
MIAMI, FL, United States | $475,256,096 | |
|
ALLGEN FINANCIAL ADVISORS, INC.
CRD 126877
|
ORLANDO, FL, United States | $475,182,812 | |
|
CARSON MANAGEMENT COMPANY, LLC
CRD 153261
|
DALLAS, TX, United States | $475,084,747 | |
|
NW1 PARTNERS US LLC
CRD 289852
|
LONDON, United Kingdom | $475,084,533 | |
|
HORIKO CAPITAL MANAGEMENT LLC
CRD 126343
|
NEW YORK, NY, United States | $475,063,887 | |
|
KELLY FINANCIAL GROUP, LLC
CRD 136372
|
WETHERSFIELD, CT, United States | $474,882,133 | |
|
S2 FUND MANAGER, LLC
CRD 323759
|
DALLAS, TX, United States | $474,775,840 | |
|
TOF MANAGER, LLC
CRD 330178
|
CLEVELAND, OH, United States | $474,598,765 | |
|
NOCTUA INTERNATIONAL WMG, LLC
CRD 151170
|
MIAMI, FL, United States | $474,493,872 | |
|
TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659
|
LIMA, OH, United States | $474,149,389 | |
|
PROEM ADVISORS LLC
CRD 300404
|
DALLAS, TX, United States | $474,129,404 | |
|
MARKOWSKI BROTHERS HOLDING CORPORATION
CRD 141883
|
$473,861,678 | ||
|
SPIELBERGER & BROOKS, INC.
CRD 147197
|
WOODBURY, NY, United States | $473,783,706 | |
|
SDS REAL ESTATE ADVISORS
CRD 309932
|
LOS ANGELES, CA, United States | $473,755,680 | |
|
CAPE INVESTMENT ADVISORY, INC.
CRD 146384
|
MCDONOUGH, GA, United States | $473,744,528 | |
|
TOWLE & CO
CRD 110862
|
DENVER, CO, United States | $473,654,492 | |
|
THE WELLINGTON GRP LLC
CRD 332803
|
INDIANAPOLIS, IN, United States | $473,645,985 | |
|
JUNCTURE WEALTH STRATEGIES, LLC
CRD 298110
|
SCOTTSDALE, AZ, United States | $473,616,234 | |
|
SYCALE ADVISORS (NY) LLC
CRD 168204
|
NEW YORK, NY, United States | $473,119,269 | |
|
PROMETHEAN INVESTMENTS LLP
CRD 301383
|
EDINBURGH, United Kingdom | $473,000,000 | |
|
COIGN CAPITAL ADVISORS LLC
CRD 171306
|
DRAPER, UT, United States | $472,945,488 | |
|
BRIGHTSIDE CAPITAL PARTNERS LLC
CRD 338288
|
LANTANA, FL, United States | $472,807,444 | |
|
BLUE WATER WEALTH, INC.
CRD 164432
|
PORTLAND, OR, United States | $472,802,960 | |
|
ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807
|
PORTLAND, OR, United States | $472,778,228 | |
|
STELLUS PRIVATE BDC ADVISOR, LLC
CRD 317513
|
HOUSTON, TX, United States | $472,764,372 |