Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HFG ADVISORS, INC.
CRD 282027
|
CINCINNATI, OH, United States | $426,724,964 | |
|
BEACON BRIDGE WEALTH PARTNERS, LLC
CRD 321705
|
LOWER GWYNEDD, PA, United States | $426,622,164 | |
|
HEP MANAGEMENT CORPORATION
CRD 161855
|
NEW YORK, NY, United States | $426,584,973 | |
|
BLUE LIKE AN ORANGE CAPITAL US LLC
CRD 291948
|
WASHINGTON, DC, United States | $426,537,213 | |
|
PACIFIC STRATEGIC MANAGEMENT, LP
CRD 127990
|
HOUSTON, TX, United States | $426,462,160 | |
|
ABR DYNAMIC FUNDS, LLC
CRD 171847
|
NEW YORK, NY, United States | $426,154,906 | |
|
STARK RICHARD JOSEPH
CRD 107636
|
ENGLEWOOD, CO, United States | $426,099,643 | |
|
CYPRESS CAPITAL, LLC
CRD 171266
|
FRANKLIN, TN, United States | $426,048,161 | |
|
PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
|
RADNOR, PA, United States | $425,986,789 | |
|
ASTRA ASSET MANAGEMENT UK LIMITED
CRD 167413
|
LONDON, United Kingdom | $425,817,444 | |
|
LEGACY BRIDGE, LLC
CRD 282261
|
WEST DES MOINES, IA, United States | $425,754,729 | |
|
OMNI 360 WEALTH, INC.
CRD 124878
|
PLAINSBORO, NJ, United States | $425,706,926 | |
|
SYLVEST ADVISORS, LLC
CRD 165130
|
DALLAS, TX, United States | $425,702,961 | |
|
PERIGEE CAPITAL, LP
CRD 122085
|
SARASOTA, FL, United States | $425,687,489 | |
|
APPOMATTOX ADVISORY, INC
CRD 153731
|
NEW YORK, NY, United States | $425,626,549 | |
|
CIP FUND MANAGEMENT LLC
CRD 160700
|
NEW YORK, NY, United States | $425,562,112 | |
|
QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
|
DAVENPORT, IA, United States | $425,502,001 | |
|
SCIENCE & TECHNOLOGY PARTNERS, L.P.
CRD 331267
|
GREENWICH, CT, United States | $425,488,218 | |
|
BOOTHE INVESTMENT GROUP, INC.
CRD 291437
|
DOVER, DE, United States | $425,429,054 | |
|
STONEHEARTH CAPITAL MANAGEMENT LLC
CRD 128866
|
DANVERS, MA, United States | $425,411,155 | |
|
BUTTONWOOD WEALTH, LLC
CRD 305896
|
WINCHESTER, VA, United States | $425,329,328 | |
|
DUBIN CLARK & COMPANY, INC
CRD 282733
|
JACKSONVILLE BEACH, FL, United States | $425,226,332 | |
|
TRINITY WEALTH MANAGEMENT LLC
CRD 152355
|
CINCINNATI, OH, United States | $425,170,000 | |
|
BROADVIEW REAL ESTATE PARTNERS, LLC
CRD 297775
|
STAMFORD, CT, United States | $425,076,037 | |
|
PARADIGM INVESTMENT ADVISORY, LLC
CRD 334370
|
BRIDGEWATER, NJ, United States | $425,065,996 | |
|
ASHDON INVESTMENT MANAGEMENT, LLC
CRD 130180
|
TULLAHOMA, TN, United States | $425,055,578 | |
|
FORWARD CONSUMER PARTNERS, LLC
CRD 327847
|
GREENWICH, CT, United States | $425,000,000 | |
|
TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC
CRD 332802
|
LOS ANGELES, CA, United States | $424,957,601 | |
|
LIFEMARK SECURITIES CORP.
CRD 16204
|
ROCHESTER, NY, United States | $424,939,705 | |
|
MACDOUGALL FINANCIAL COUNSELING
CRD 104644
|
DELMONT, PA, United States | $424,811,192 | |
|
GAMMA ASSET MANAGEMENT LLC
CRD 300050
|
SAN JUAN, PR, United States | $424,799,105 | |
|
SPRING LANE MANAGEMENT, LLC
CRD 290181
|
BOSTON, MA, United States | $424,742,261 | |
|
SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
|
LA JOLLA, CA, United States | $424,571,594 | |
|
MASCAGNI WEALTH MANAGEMENT, INC.
CRD 115046
|
CLINTON, MS, United States | $424,500,000 | |
|
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
|
FAIRHOPE, AL, United States | $424,384,289 | |
|
SMART MONEY GROUP, LLC
CRD 284187
|
EASTLAND, TX, United States | $424,299,735 | |
|
BLACKDIAMOND WEALTH MANAGEMENT, LLC
CRD 291459
|
NEW YORK, NY, United States | $423,967,458 | |
|
APOLLO S3 RIC MANAGEMENT, L.P.
CRD 330339
|
NEW YORK, NY, United States | $423,846,983 | |
|
FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
|
SAVANNAH, GA, United States | $423,719,596 | |
|
CASTLE COAST WEALTH, LLC
CRD 298439
|
LA JOLLA, CA, United States | $423,691,740 | |
|
GENEVA PARTNERS, LLC
CRD 130768
|
LAKE GENEVA, WI, United States | $423,600,853 | |
|
SINDIA CAPITAL ADVISERS, LLC
CRD 333325
|
SOMERS POINT, NJ, United States | $423,373,000 | |
|
HERITAGE FAMILY OFFICES, LLP
CRD 323930
|
SCOTTSDALE, AZ, United States | $423,261,650 | |
|
SAGE FINANCIAL MANAGEMENT GROUP, INC.
CRD 143562
|
MCLEAN, VA, United States | $423,234,598 | |
|
ZARVONA ENERGY LLC
CRD 288820
|
HOUSTON, TX, United States | $423,115,131 | |
|
VALIANT WEALTH, LLC
CRD 146911
|
WEST DES MOINES, IA, United States | $423,078,536 | |
|
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD 287683
|
SAN LUIS OBISPO, CA, United States | $422,974,204 | |
|
ZULLO INVESTMENT GROUP, INC.
CRD 311698
|
SCRANTON, PA, United States | $422,967,973 | |
|
MCCARTHY ASSET MANAGEMENT, INC.
CRD 118285
|
REDWOOD SHORES, CA, United States | $422,403,865 | |
|
MAREK CAPITAL MANAGEMENT LP
CRD 333745
|
NEW YORK, NY, United States | $422,396,864 |