Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FIVE OCEANS ADVISORS LLC
CRD 308377
|
$456,192,437 | ||
|
TRUENORTH WEALTH & IMPACT, LLC
CRD 321238
|
JOPLIN, MO, United States | $456,158,781 | |
|
FLORIDA FINANCIAL ADVISORS, LLC
CRD 288811
|
TAMPA, FL, United States | $456,133,125 | |
|
WORTH VENTURE PARTNERS, LLC
CRD 168610
|
FORT LEE, NJ, United States | $456,114,406 | |
|
LGT FINANCIAL ADVISORS LLC
CRD 111575
|
DALLAS, TX, United States | $456,076,011 | |
|
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.
CRD 309272
|
CHICAGO, IL, United States | $455,953,248 | |
|
CYPRESS ASSET MANAGEMENT INC
CRD 106593
|
HOUSTON, TX, United States | $455,795,968 | |
|
MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
|
WALL TOWNSHIP, NJ, United States | $455,602,383 | |
|
CHANEY CAPITAL MANAGEMENT INC.
CRD 116511
|
LYNNWOOD, WA, United States | $455,536,320 | |
|
COVE PRIVATE WEALTH, LLC
CRD 316866
|
OYSTER BAY, NY, United States | $455,483,465 | |
|
SICART ASSOCIATES, LLC
CRD 285275
|
NEW YORK, NY, United States | $455,384,758 | |
|
FLOURISH WEALTH MANAGEMENT INC.
CRD 170591
|
EDINA, MN, United States | $455,213,739 | |
|
EAGLE CAPITAL MANAGEMENT, LLC
CRD 110177
|
MANDEVILLE, LA, United States | $455,167,867 | |
|
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CRD 336245
|
BLOOMINGTON, MN, United States | $455,020,729 | |
|
IVC WEALTH ADVISORS LLC
CRD 301127
|
SILVERDALE, PA, United States | $454,979,896 | |
|
SELECTIVE WEALTH MANAGEMENT, INC.
CRD 164882
|
FOREST, VA, United States | $454,812,962 | |
|
WHITESTAR ADVISORS, LLC
CRD 124627
|
BOCA RATON, FL, United States | $454,480,753 | |
|
NEW WATER CAPITAL, L.P.
CRD 226608
|
BOCA RATON, FL, United States | $454,398,881 | |
|
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
|
MONTVALE, NJ, United States | $454,218,720 | |
|
PROVENANCE MANAGEMENT CO., LP
CRD 307347
|
BEVERLY HILLS, CA, United States | $454,079,101 | |
|
CONFIDENCE WEALTH MANAGEMENT, INC.
CRD 127383
|
LOS ANGELES, CA, United States | $454,060,520 | |
|
AXIENT INVESTMENT ADVISORS LLC
CRD 336722
|
HUNTSVILLE, AL, United States | $453,990,661 | |
|
WAKEFIELD ASSET MANAGEMENT, LLLP
CRD 143720
|
ENGLEWOOD, CO, United States | $453,977,004 | |
|
COLUMBUS INVESTMENT ADVISORY INC.
CRD 104595
|
NEW ALBANY, OH, United States | $453,724,871 | |
|
LAUREL WEALTH PLANNING LLC
CRD 122035
|
EDINA, MN, United States | $453,642,492 | |
|
SILVER GROVE FINANCIAL GROUP, INC.
CRD 287512
|
ORCHARD PARK, NY, United States | $453,582,536 | |
|
BRANT POINT INVESTMENT MANAGEMENT LLC
CRD 157572
|
NEW YORK, NY, United States | $453,296,874 | |
|
RICHMOND INVESTMENT SERVICES LLC
CRD 327451
|
MEQUON, WI, United States | $453,210,055 | |
|
ROBINSWOOD FINANCIAL LLC
CRD 143417
|
KIRKLAND, WA, United States | $453,158,513 | |
|
PRENTISS SMITH & COMPANY, INC.
CRD 110928
|
BRATTLEBORO, VT, United States | $453,050,280 | |
|
MCCLARREN FINANCIAL ADVISORS, INC.
CRD 122147
|
STATE COLLEGE, PA, United States | $453,000,000 | |
|
CROSS ISLAND ADVISORS LLC
CRD 292058
|
DARIEN, CT, United States | $453,000,000 | |
|
IMZ ADVISORY INC.
CRD 314890
|
BOCA RATON, FL, United States | $452,739,985 | |
|
ENDICOTT CAPITAL MANAGEMENT, L.L.C.
CRD 308447
|
NEW YORK, NY, United States | $452,571,470 | |
|
NOVA R WEALTH, INC.
CRD 169574
|
OVERLAND PARK, KS, United States | $452,563,519 | |
|
OLD NORTH STATE WEALTH MANAGEMENT, LLC
CRD 148659
|
WILMINGTON, NC, United States | $452,559,489 | |
|
ASPEN INVESTMENT MANAGEMENT INC.
CRD 112081
|
GRAND RAPIDS, MI, United States | $452,463,427 | |
|
CERTIOR FINANCIAL GROUP, LLC
CRD 285502
|
KING OF PRUSSIA, PA, United States | $452,278,597 | |
|
AUDENT GLOBAL ASSET MANAGEMENT, LLC
CRD 308166
|
BEVERLY HILLS, CA, United States | $452,276,902 | |
|
POINTE CAPITAL MANAGEMENT LLC
CRD 152520
|
GROSSE POINTE FARMS, MI, United States | $452,264,000 | |
|
SARVER VROOMAN WEALTH ADVISORS LLC
CRD 332699
|
KANSAS CITY, MO, United States | $452,160,346 | |
|
RBA WEALTH MANAGEMENT, LLC
CRD 291029
|
NEWPORT BEACH, CA, United States | $452,114,214 | |
|
BLACKHAWK CAPITAL PARTNERS, LLC
CRD 158020
|
THIENSVILLE, WI, United States | $452,024,625 | |
|
VIRTERA PARTNERS LLC
CRD 308187
|
PEPPER PIKE, OH, United States | $451,795,846 | |
|
HOLCOMBE FINANCIAL, INC.
CRD 142238
|
ATLANTA, GA, United States | $451,562,514 | |
|
PRIMARK ADVISORS, LLC
CRD 309653
|
DENVER, CO, United States | $451,470,896 | |
|
HORIZON ADVISORS, LLC
CRD 114102
|
HOUSTON, TX, United States | $451,430,132 | |
|
EDGE FOCUS CAPITAL MANAGEMENT, LLC
CRD 309884
|
NEW YORK, NY, United States | $451,314,666 | |
|
PRIVATE WEALTH ADVISORS, LLC
CRD 141971
|
FRESNO, CA, United States | $451,158,900 | |
|
WEALTHSPAN PARTNERS, LLC
CRD 297712
|
DAVENPORT, IA, United States | $451,119,416 |