Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WIDMANN FINANCIAL SERVICES, INC.
CRD 289106
|
BOWIE, MD, United States | $466,800,704 | |
|
Z3 CAPITAL PARTNERS, LLC
CRD 336791
|
RICHMOND, VA, United States | $466,781,953 | |
|
CLEAR SKY CARBON SOLUTIONS INVESTMENT MANAGEMENT, LLC
CRD 311751
|
BELLAIRE, TX, United States | $466,558,339 | |
|
MARK SHEPTOFF FINANCIAL PLANNING LLC
CRD 108742
|
GLASTONBURY, CT, United States | $466,529,463 | |
|
WEALTHVALUES, LLC
CRD 140004
|
REDWOOD CITY, CA, United States | $466,520,722 | |
|
CLOSED LOOP PARTNERS, LLC
CRD 307079
|
NEW YORK, NY, United States | $466,385,930 | |
|
ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC
CRD 156541
|
SOUTH SAN FRANCISCO, CA, United States | $466,294,523 | |
|
PETER KIMMELMAN ASSET MANAGEMENT LP
CRD 133302
|
NEW YORK, NY, United States | $466,272,000 | |
|
ACCESS FIDUCIARY SERVICES, LLC
CRD 311558
|
$466,183,271 | ||
|
ALLIANCE PRIVATE WEALTH, LLC
CRD 316612
|
NORTH READING, MA, United States | $466,159,954 | |
|
CONSILIUM WEALTH ADVISORY, LLC
CRD 164993
|
$465,984,250 | ||
|
ADIT VENTURES MANAGEMENT, LLC
CRD 283262
|
NEW YORK, NY, United States | $465,858,315 | |
|
ALTA FUNDAMENTAL ADVISERS LLC
CRD 168642
|
NEW YORK, NY, United States | $465,759,000 | |
|
BALDWIN & CLARKE ADVISORY SERVICES LLC
CRD 105666
|
BEDFORD, NH, United States | $465,731,924 | |
|
BLOOMFIELD CAPITAL HOLDINGS, LLC
CRD 169198
|
BIRMINGHAM, MI, United States | $465,683,102 | |
|
CLELLAND & CO INC
CRD 105406
|
SAN DIEGO, CA, United States | $465,676,047 | |
|
ARROWROOT CAPITAL MANAGEMENT, LLC
CRD 285193
|
MARINA DEL REY, CA, United States | $465,465,723 | |
|
FELLOWSHIP FINANCIAL PLANNING, LLC
CRD 330347
|
SPOKANE, WA, United States | $465,326,040 | |
|
BWM PLANNING LLC
CRD 304855
|
HOUSTON, TX, United States | $465,289,174 | |
|
SHARPVUE CAPITAL, LLC
CRD 304746
|
RALEIGH, NC, United States | $465,240,739 | |
|
ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
|
EDINA, MN, United States | $465,210,861 | |
|
OLIVE PARTNERS MANAGEMENT LLC
CRD 335855
|
PALO ALTO, CA, United States | $465,172,142 | |
|
FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777
|
RALEIGH, NC, United States | $465,065,299 | |
|
JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824
|
MADISON, WI, United States | $464,881,240 | |
|
LPWM LLC
CRD 299007
|
MINNEAPOLIS, MN, United States | $464,828,488 | |
|
DEW WEALTH MANAGEMENT, LLC
CRD 114148
|
SCOTTSDALE, AZ, United States | $464,654,933 | |
|
CYPRESS CAPITAL PARTNERS, LLC
CRD 140754
|
CHICAGO, IL, United States | $464,414,004 | |
|
VERT ASSET MANAGEMENT LLC
CRD 288445
|
SAUSALITO, CA, United States | $464,384,824 | |
|
COLONIAL RIVER INVESTMENTS, LLC
CRD 284839
|
MIDLOTHIAN, VA, United States | $464,365,160 | |
|
OBRIEN GREENE & CO INC
CRD 110281
|
MEDIA, PA, United States | $464,333,784 | |
|
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
CRD 126685
|
PLAINVIEW, NY, United States | $464,279,367 | |
|
SLW INVESTMENT MANAGEMENT, LLC
CRD 332006
|
DALLAS, TX, United States | $464,203,737 | |
|
SARD WEALTH MANAGEMENT GROUP, LLC
CRD 123457
|
ATLANTA, GA, United States | $463,973,082 | |
|
SCOGGIN MANAGEMENT LP
CRD 157587
|
NEW YORK, NY, United States | $463,926,966 | |
|
DESTRA CAPITAL ADVISORS LLC
CRD 148574
|
BOZEMAN, MT, United States | $463,846,135 | |
|
INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD 156305
|
FRANKLIN, NH, United States | $463,792,334 | |
|
TUFTON CAPITAL MANAGEMENT, LLC
CRD 113543
|
HUNT VALLEY, MD, United States | $463,781,747 | |
|
MKT ADVISORS LLC
CRD 163833
|
CARLSBAD, CA, United States | $463,745,899 | |
|
TCP MANAGEMENT LLC
CRD 319179
|
ATLANTA, GA, United States | $463,512,316 | |
|
MONARCH WEALTH STRATEGIES
CRD 136029
|
SANTA BARBARA, CA, United States | $463,476,338 | |
|
MILLER FINANCIAL SERVICES LLC
CRD 143788
|
MARSHALL, MI, United States | $462,860,424 | |
|
PLUM STREET ADVISORS, LLC
CRD 283917
|
$462,823,281 | ||
|
HARMONY ASSET MANAGEMENT LLC
CRD 116069
|
SCOTTSDALE, AZ, United States | $462,513,551 | |
|
TIDEMARK, LLC
CRD 327611
|
SAN DIEGO, CA, United States | $462,503,256 | |
|
ENVISION FINANCIAL PLANNING, LLC
CRD 321790
|
MEMPHIS, TN, United States | $462,462,965 | |
|
SAM ADVISORS, LLC
CRD 108685
|
OAKHURST, CA, United States | $462,261,459 | |
|
CHARTER CAPITAL MANAGEMENT, LLC
CRD 35919
|
BROOKFIELD, WI, United States | $462,184,711 | |
|
JAZZ WEALTH MANAGERS, INC.
CRD 282807
|
LARGO, FL, United States | $462,179,105 | |
|
TRUMAN CAPITAL ADVISORS, LP
CRD 156659
|
ARMONK, NY, United States | $462,010,786 | |
|
GREENLEA LANE CAPITAL MANAGEMENT LLC
CRD 162012
|
$461,851,769 |