Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
EAGLE WEALTH MANAGEMENT GROUP INC.
CRD 327052
|
VALENCIA, CA, United States | $417,512,088 | |
|
CEDAR WEALTH MANAGEMENT, LLC
CRD 167149
|
$417,242,966 | ||
|
ISLAND GREEN CAPITAL MANAGEMENT LLC
CRD 325777
|
$416,895,898 | ||
|
CASTLEVIEW PARTNERS, LLC
CRD 281410
|
DALLAS, TX, United States | $416,875,249 | |
|
SEVEN MILE ADVISORY LLC
CRD 324114
|
TALLAHASSEE, FL, United States | $416,839,207 | |
|
JUPITER WEALTH MANAGEMENT, LLC
CRD 299220
|
GLENDALE, CO, United States | $416,822,830 | |
|
LAKEMORE PARTNERS MANAGEMENT US LLC
CRD 311223
|
DIFC, United Arab Emirates | $416,577,130 | |
|
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.
CRD 135832
|
POMPANO BEACH, FL, United States | $416,491,744 | |
|
TWO PRIME INC.
CRD 316015
|
$416,479,222 | ||
|
MARKET INVESTMENT GROUP, LLC
CRD 334248
|
WICHITA, KS, United States | $416,448,715 | |
|
CULTIVATION CAPITAL, LLC
CRD 168734
|
ST. LOUIS, MO, United States | $416,351,000 | |
|
HIGHVIEW CAPITAL MANAGEMENT, LLC
CRD 306195
|
BUFFALO GROVE, IL, United States | $416,313,564 | |
|
BARD ASSOCIATES INC
CRD 104984
|
CHICAGO, IL, United States | $416,229,875 | |
|
JEFFREY N. MEHLER, CFP LLC
CRD 126681
|
ESSEX, CT, United States | $416,150,092 | |
|
CAPSTONE WEALTH MANAGEMENT, LLC
CRD 118296
|
TUSCALOOSA, AL, United States | $416,107,919 | |
|
SGL FINANCIAL, LLC
CRD 158023
|
BUFFALO GROVE, IL, United States | $416,008,260 | |
|
ALLARD PARTNERS LIMITED
CRD 138933
|
CENTRAL, Hong Kong | $415,859,393 | |
|
MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD 268812
|
AMHERST, NY, United States | $415,847,084 | |
|
SLOTNIK CAPITAL, LLC
CRD 324251
|
DALLAS, TX, United States | $415,838,295 | |
|
ROYAL OAK FINANCIAL GROUP
CRD 166391
|
WORTHINGTON, OH, United States | $415,817,000 | |
|
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
CRD 290062
|
SHERMAN OAKS, CA, United States | $415,493,541 | |
|
BROADCREST ASSET MANAGEMENT, LLC
CRD 287590
|
WINTER PARK, FL, United States | $415,493,095 | |
|
GOODMAN ADVISORY GROUP, LLC
CRD 285637
|
NEEDHAM, MA, United States | $415,478,640 | |
|
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
CRD 171971
|
PASADENA, CA, United States | $415,474,414 | |
|
FERGUSON SHAPIRO LLC
CRD 297555
|
DECATUR, GA, United States | $415,195,355 | |
|
LANDSEER ADVISORS LLC
CRD 309937
|
PRINCETON, NJ, United States | $415,177,332 | |
|
WHETSTONE CAPITAL ADVISORS, LLC
CRD 155414
|
MISSION WOODS, KS, United States | $415,086,361 | |
|
FLYWHEEL PRIVATE WEALTH LLC
CRD 325690
|
LOS ALTOS, CA, United States | $415,001,533 | |
|
CENTER CAPITAL PARTNERS LLC
CRD 315464
|
BEVERLY HILLS, CA, United States | $414,973,544 | |
|
ELLINGTON CREDIT COMPANY MANAGEMENT LLC
CRD 168311
|
OLD GREENWICH, CT, United States | $414,963,000 | |
|
LOCK 8 PARTNERS LLC
CRD 319731
|
NEW YORK, NY, United States | $414,739,456 | |
|
MOMENTUM ADVISORS, LLC
CRD 159574
|
NEW YORK, NY, United States | $414,662,880 | |
|
WESTERN FINANCIAL CORPORATION
CRD 6118
|
SAN DIEGO, CA, United States | $414,445,124 | |
|
NORTHEAST PLANNING ASSOCIATES, INC.
CRD 131406
|
BEDFORD, NH, United States | $413,996,638 | |
|
GARNER ASSET MANAGEMENT CORPORATION
CRD 115350
|
$413,964,643 | ||
|
MOKOSAK ADVISORY GROUP, LLC
CRD 287538
|
URBANDALE, IA, United States | $413,919,041 | |
|
GOLD COAST WEALTH MANAGEMENT, LLC
CRD 156338
|
JERICHO, NY, United States | $413,783,484 | |
|
OAK ASSET MANAGEMENT, LLC
CRD 287856
|
WESTLAKE VILLAGE, CA, United States | $413,780,114 | |
|
AUTILUS PARTNERS LLC
CRD 322882
|
SANTA MONICA, CA, United States | $413,754,518 | |
|
WATERSHED PRIVATE WEALTH LLC
CRD 316408
|
OAK BROOK, IL, United States | $413,695,756 | |
|
CLEARWELL ADVISORS, LLC
CRD 306186
|
TAMPA, FL, United States | $413,513,497 | |
|
TED BUCHAN & COMPANY, LLC
CRD 140722
|
SAN DIEGO, CA, United States | $413,227,292 | |
|
CAIRD INVESTMENT PARTNERS, LLC
CRD 334504
|
DALLAS, TX, United States | $413,201,562 | |
|
GROVE STREET FIDUCIARY, LLC
CRD 107703
|
PETERBOROUGH, NH, United States | $413,186,641 | |
|
NORTHBRIDGE FINANCIAL GROUP, LLC
CRD 310394
|
TAMPA, FL, United States | $413,141,294 | |
|
SWS CAPITAL MANAGEMENT, LLC
CRD 119043
|
NEW YORK, NY, United States | $413,094,749 | |
|
AULDBRASS PARTNERS, LP
CRD 161360
|
NEW YORK, NY, United States | $412,916,586 | |
|
ALETHEIAN WEALTH ADVISORS LLC
CRD 304623
|
BELLEVUE, WA, United States | $412,522,414 | |
|
ALTAMONT CAPITAL MANAGEMENT, LLC.
CRD 118979
|
ASHEVILLE, NC, United States | $412,289,220 | |
|
KERBEROS CAPITAL MANAGEMENT LLC
CRD 315699
|
CHICAGO, IL, United States | $412,242,358 |