Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MAXIM FINANCIAL ADVISORS LLC
CRD 139366
|
NEW YORK, NY, United States | $445,461,887 | |
|
NEWTON ONE INVESTMENTS LLC
CRD 147048
|
NEWARK, DE, United States | $445,459,889 | |
|
4X4 CAPITAL, LLC
CRD 316647
|
NEW YORK, NY, United States | $445,391,605 | |
|
SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD 298632
|
GRANITE BAY, CA, United States | $445,367,405 | |
|
CWC ADVISORS, LLC
CRD 127739
|
LAKE OSWEGO, OR, United States | $445,346,348 | |
|
BEACONLIGHT CAPITAL, LLC
CRD 158390
|
NEW YORK, NY, United States | $445,291,563 | |
|
SSB&T WEALTH MANAGEMENT, LLC
CRD 328102
|
FREDERICKSBURG, TX, United States | $445,050,258 | |
|
LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961
|
SALT LAKE CITY, UT, United States | $444,990,856 | |
|
ROBINSON SMITH WEALTH ADVISORS, LLC
CRD 123098
|
SOUTH PORTLAND, ME, United States | $444,890,879 | |
|
KENTER CANYON CAPITAL, LLC
CRD 150624
|
$444,754,867 | ||
|
HOLISTIC FINANCIAL PARTNERS, LLC
CRD 170913
|
INDIANAPOLIS, IN, United States | $444,594,951 | |
|
FLOWER CITY CAPITAL LLC
CRD 281503
|
PITTSFORD, NY, United States | $444,590,140 | |
|
WESTRIVER MANAGEMENT, LLC
CRD 161921
|
SEATTLE, WA, United States | $444,377,118 | |
|
BALIS ENTERPRISES LLC
CRD 315130
|
$444,315,128 | ||
|
CM INVESTMENT PARTNERS LLC
CRD 168941
|
NEW YORK, NY, United States | $444,203,492 | |
|
CARLISLE TAX CREDITS LLC
CRD 151461
|
$444,183,271 | ||
|
SAGE RESIDENTIAL MANAGEMENT LLC
CRD 315039
|
MORRISTOWN, NJ, United States | $444,067,079 | |
|
NOBLE WEALTH MANAGEMENT P.B.C.
CRD 322607
|
GREENWOOD VILLAGE, CO, United States | $444,054,898 | |
|
CREDIT CAPITAL INVESTMENTS, LLC
CRD 160537
|
LIVINGSTON, NJ, United States | $444,040,406 | |
|
HAMILTON CAPITAL PARTNERS, LLC
CRD 314344
|
ATLANTA, GA, United States | $443,996,790 | |
|
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD.
CRD 309255
|
SINGAPORE, Singapore | $443,959,296 | |
|
O'BOYLE WEALTH MANAGEMENT, INC.
CRD 292849
|
BEVERLY HILLS, CA, United States | $443,932,960 | |
|
CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC
CRD 171534
|
$443,877,669 | ||
|
SOCIAL LEVERAGE ADVISORS, LLC
CRD 292690
|
SCOTTSDALE, AZ, United States | $443,681,676 | |
|
PAVION BLUE CAPITAL, LLC
CRD 301968
|
NEWPORT BEACH, CA, United States | $443,664,706 | |
|
LUMBARD & KELLNER, LLC
CRD 117196
|
HOLLIS, NH, United States | $443,616,831 | |
|
STONE SUMMIT WEALTH LLC
CRD 315438
|
$443,610,000 | ||
|
MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
|
MONTGOMERY, AL, United States | $443,547,941 | |
|
CROSS STAFF INVESTMENTS INC.
CRD 165984
|
PITTSFORD, NY, United States | $443,496,840 | |
|
HEDGEYE ASSET MANAGEMENT, LLC
CRD 336185
|
STAMFORD, CT, United States | $443,374,021 | |
|
BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD 164408
|
ANCHORAGE, AK, United States | $443,261,739 | |
|
FINANCIAL FREEDOM, LLC
CRD 118772
|
CINCINNATI, OH, United States | $443,203,000 | |
|
MEMBERS ADVISORY GROUP, LLC
CRD 153723
|
WILLIAMSVILLE, NY, United States | $443,200,266 | |
|
GREYKASELL WEALTH STRATEGIES, INC.
CRD 329018
|
DANVILLE, CA, United States | $443,182,237 | |
|
INLAND ADVISORY SERVICES, LLC
CRD 338893
|
OAK BROOK, IL, United States | $443,050,000 | |
|
SELKIRK MANAGEMENT, LLC
CRD 162808
|
CHATHAM, NJ, United States | $443,024,794 | |
|
SPIEGELMAN WEALTH MANAGEMENT, INC.
CRD 336637
|
WALNUT CREEK, CA, United States | $442,974,405 | |
|
ULLAND INVESTMENT ADVISORS, LLC
CRD 109610
|
MINNEAPOLIS, MN, United States | $442,901,942 | |
|
LUMINUS MANAGEMENT, LLC
CRD 157536
|
HOUSTON, TX, United States | $442,810,056 | |
|
JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
CRD 109542
|
VANCOUVER, WA, United States | $442,737,917 | |
|
LIFESTEPS FINANCIAL, INC.
CRD 153852
|
CLAREMONT, CA, United States | $442,723,496 | |
|
MONEY MANAGEMENT SERVICES, INC.
CRD 106832
|
BIRMINGHAM, AL, United States | $442,701,129 | |
|
SWS PARTNERS, LLC
CRD 281838
|
COLUMBUS, OH, United States | $442,567,982 | |
|
EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
|
BOSTON, MA, United States | $442,334,238 | |
|
FIGURE INVESTMENT ADVISORS, LLC
CRD 158307
|
SAN FRANCISCO, CA, United States | $442,237,196 | |
|
OAK HARBOR CAPITAL, LLC
CRD 169089
|
LAS VEGAS, NV, United States | $442,118,576 | |
|
IKALON ADVISORS LLC
CRD 332654
|
MIAMI, FL, United States | $442,106,381 | |
|
LANDMARK WEALTH MANAGEMENT, LLC
CRD 158693
|
MELVILLE, NY, United States | $442,031,005 | |
|
DURATIONAL CAPITAL MANAGEMENT LP
CRD 291371
|
NEW YORK, NY, United States | $441,981,887 | |
|
OVATA CAPITAL MANAGEMENT LLC
CRD 316669
|
HONG KONG, Hong Kong | $441,900,000 |