Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ADIRONDACK FINANCIAL SERVICES CORP
CRD 126155
|
UTICA, NY, United States | $461,794,854 | |
|
STERLING FUND MANAGEMENT, LLC
CRD 160338
|
CHICAGO, IL, United States | $461,646,186 | |
|
REYL OVERSEAS LTD.
CRD 152526
|
ZÜRICH, Switzerland | $461,638,901 | |
|
RED IRON GROUP MANAGEMENT, LLC
CRD 317920
|
MENLO PARK, CA, United States | $461,614,000 | |
|
GAINPLAN LLC
CRD 174427
|
BLOOMFIELD HILLS, MI, United States | $461,567,836 | |
|
AOF MANAGEMENT LLC
CRD 170193
|
LOS ANGELES, CA, United States | $461,469,588 | |
|
FUSION CAPITAL PARTNERS, LP
CRD 333924
|
LOS ANGELES, CA, United States | $461,353,227 | |
|
SAYBROOK FUND ADVISORS, LLC
CRD 158634
|
SANTA MONICA, CA, United States | $461,209,006 | |
|
TRUE NORTH RETIREMENT ADVISORS, LLC
CRD 290885
|
CLACKAMAS, OR, United States | $460,887,057 | |
|
CURIO WEALTH, LLC
CRD 328178
|
ANNAPOLIS, MD, United States | $460,657,970 | |
|
WEBSTERROGERS FINANCIAL ADVISORS, LLC
CRD 121006
|
FLORENCE, SC, United States | $460,501,525 | |
|
MBX INVESTORS LLC
CRD 339299
|
FARMINGTON HILLS, MI, United States | $460,258,700 | |
|
BETA WEALTH GROUP, INC
CRD 165224
|
SAN DIEGO, CA, United States | $460,254,498 | |
|
ROTH FINANCIAL PARTNERS LLC
CRD 309814
|
KINGWOOD, TX, United States | $460,120,257 | |
|
VERMILLION WEALTH MANAGEMENT INC.
CRD 281978
|
ROSEMOUNT, MN, United States | $459,879,287 | |
|
ALPHA FINANCIAL PARTNERS LLC
CRD 306639
|
LEXINGTON, KY, United States | $459,855,610 | |
|
GDEV MANAGEMENT, LLC
CRD 334800
|
NEW YORK, NY, United States | $459,708,441 | |
|
BEACON ADVISORS HOLDINGS, LLC
CRD 335101
|
AUSTIN, TX, United States | $459,604,597 | |
|
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD 292661
|
DAYTON, OH, United States | $459,456,067 | |
|
SAIPH CAPITAL, LLC
CRD 312119
|
WYCKOFF, NJ, United States | $459,360,019 | |
|
US SELECT ASSET MANAGEMENT, LLC
CRD 166672
|
$459,291,414 | ||
|
SEASIDE WEALTH MANAGEMENT, INC.
CRD 271039
|
CARLSBAD, CA, United States | $459,283,506 | |
|
HARSPRING CAPITAL MANAGEMENT, LLC
CRD 170882
|
NEW YORK, NY, United States | $459,104,363 | |
|
MIZZEN MANAGEMENT LLC
CRD 333592
|
STAMFORD, CT, United States | $458,971,958 | |
|
NIA IMPACT ADVISORS, LLC
CRD 286587
|
$458,970,786 | ||
|
OWEN LARUE, LLC
CRD 289436
|
ELIZABETHTOWN, KY, United States | $458,861,120 | |
|
LEGACY WEALTH MANAGEMENT, LLC
CRD 304659
|
RIDGELAND, MS, United States | $458,603,206 | |
|
WARNER GROUP LLC
CRD 334877
|
MADISON, CT, United States | $458,494,742 | |
|
STRATEGAS ASSET MANAGEMENT, LLC
CRD 172000
|
NEW YORK, NY, United States | $458,429,544 | |
|
ANCOR HOLDINGS, LP
CRD 210524
|
SOUTHLAKE, TX, United States | $458,419,453 | |
|
TRINITY CAPITAL INVESTORS
CRD 110798
|
JACKSON, MS, United States | $458,282,132 | |
|
FIRST NEBRASKA ADVISORY LLC
CRD 298667
|
NORTH PLATTE, NE, United States | $457,995,070 | |
|
MRE MANAGEMENT, LLC
CRD 338513
|
ANNAPOLIS, MD, United States | $457,990,215 | |
|
PARAGON PRIVATE WEALTH MANAGEMENT LLC
CRD 312817
|
LEXINGTON, KY, United States | $457,884,918 | |
|
EAGLE POINT INCOME MANAGEMENT LLC
CRD 299198
|
GREENWICH, CT, United States | $457,851,840 | |
|
CAMBRIDGE CAPITAL MANAGEMENT, LLC
CRD 110932
|
O'FALLON, IL, United States | $457,811,293 | |
|
PARAMOUNT GROUP REAL ESTATE ADVISOR LLC
CRD 161324
|
NEW YORK, NY, United States | $457,666,306 | |
|
PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709
|
RALEIGH, NC, United States | $457,453,266 | |
|
BIRCH RUN INVESTMENTS, LLC
CRD 285285
|
EXTON, PA, United States | $457,453,043 | |
|
CORTEN REAL ESTATE MANAGEMENT LLC
CRD 321897
|
PHILADELPHIA, PA, United States | $457,447,202 | |
|
PALLADIN CONSUMER PARTNERS, LLC
CRD 164689
|
BOSTON, MA, United States | $457,340,655 | |
|
RETIREMENT CONSULTING GROUP, INC.
CRD 311184
|
LAKE OSWEGO, OR, United States | $456,974,867 | |
|
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC
CRD 316072
|
DENVER, CO, United States | $456,960,110 | |
|
SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
|
KOKOMO, IN, United States | $456,904,847 | |
|
MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152
|
BRADENTION, FL, United States | $456,828,669 | |
|
WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
|
TAMPA, FL, United States | $456,772,774 | |
|
GARDNER LEWIS ASSET MANAGEMENT LP
CRD 105033
|
CHADDS FORD, PA, United States | $456,474,295 | |
|
LUCAS GROUP FINANCIAL PLANNERS, INC.
CRD 130163
|
SACRAMENTO, CA, United States | $456,454,693 | |
|
ACCESS INVESTMENT MANAGEMENT, LLC
CRD 322491
|
ATLANTA, GA, United States | $456,423,945 | |
|
AGH WEALTH ADVISORS, LLC
CRD 146796
|
WICHITA, KS, United States | $456,334,303 |