Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LAKESIDE ADVISORS INC
CRD 104540
|
SEATTLE, WA, United States | $412,236,024 | |
|
AUXO INVESTMENT PARTNERS, LLC
CRD 290177
|
GRAND RAPIDS, MI, United States | $412,041,275 | |
|
BAY HARBOR WEALTH MANAGEMENT, LLC
CRD 294000
|
HUNT VALLEY, MD, United States | $411,994,411 | |
|
PETIX & BOTTE COMPANY
CRD 170020
|
LA MESA, CA, United States | $411,940,000 | |
|
FOUNDATION WEALTH MANAGEMENT, LLC
CRD 168270
|
MEDIA, PA, United States | $411,933,440 | |
|
AURELIUS CAPITAL MANAGEMENT, LP
CRD 157325
|
NEW YORK, NY, United States | $411,862,221 | |
|
CURBSTONE FINANCIAL MANAGEMENT CORPORATION
CRD 13348
|
MANCHESTER, NH, United States | $411,740,153 | |
|
VORTUS INVESTMENT ADVISORS, LLC
CRD 166178
|
FORT WORTH, TX, United States | $411,667,415 | |
|
GRANDVIEW ASSET MANAGEMENT LLC
CRD 172357
|
HARRISBURG, PA, United States | $411,657,820 | |
|
SLAGLE FINANCIAL, LLC.
CRD 149976
|
EDWARDSVILLE, IL, United States | $411,651,067 | |
|
HALL CAPITAL MANAGEMENT COMPANY, INC.
CRD 108141
|
BARRINGTON, RI, United States | $411,648,230 | |
|
YAKIRA CAPITAL MANAGEMENT, INC.
CRD 159398
|
WESTPORT, CT, United States | $411,590,628 | |
|
MB, LEVIS & ASSOCIATES,LLC
CRD 164197
|
CENTER VALLEY, PA, United States | $411,582,981 | |
|
HLM MANAGEMENT CO., LLC
CRD 162337
|
WALTHAM, MA, United States | $411,438,382 | |
|
BDFS CAPITAL LLC
CRD 287680
|
REHOBOTH BEACH, DE, United States | $411,329,570 | |
|
ZUNA, LLC
CRD 306113
|
PORTLAND, OR, United States | $411,282,994 | |
|
ROONEY CAPITAL MANAGEMENT, INC.
CRD 141874
|
$411,215,000 | ||
|
GUARDIAN WEALTH MANAGEMENT, LLC
CRD 118668
|
CHATTANOOGA, TN, United States | $411,118,208 | |
|
EVEREST PRIVATE WEALTH
CRD 142945
|
CUPERTINO, CA, United States | $410,795,766 | |
|
COPPER FINANCIAL NETWORK, LLC
CRD 168203
|
LENEXA, KS, United States | $410,682,447 | |
|
ACCESS FINANCIAL RESOURCES INC.
CRD 109495
|
OKLAHOMA CITY, OK, United States | $410,602,883 | |
|
ESO MANAGEMENT SERVICES LLC
CRD 165564
|
SAN MATEO, CA, United States | $410,582,676 | |
|
BLUE SQUARE ASSET MANAGEMENT, LLC
CRD 296802
|
NEW YORK, NY, United States | $410,261,389 | |
|
SUNBEAM CAPITAL MANAGEMENT, LLC
CRD 289723
|
$410,159,817 | ||
|
PAVAKI CAPITAL MANAGEMENT, LLC
CRD 316395
|
$410,135,655 | ||
|
BEMANAGED FINANCIAL SERVICES, INC.
CRD 140099
|
GRAND RAPIDS, MI, United States | $410,017,722 | |
|
OGBORNE CAPITAL MANAGEMENT, LLC.
CRD 165833
|
SAN FRANCISCO, CA, United States | $410,008,801 | |
|
TAYLOR FINANCIAL GROUP, INC.
CRD 116744
|
ROANOKE, VA, United States | $409,990,223 | |
|
MOMENTOUS WEALTH MANAGEMENT, INC.
CRD 288429
|
VANCOUVER, WA, United States | $409,937,549 | |
|
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC
CRD 166616
|
NEW YORK, NY, United States | $409,929,777 | |
|
BOYD WEALTH MANAGEMENT, LLC
CRD 293990
|
SACRAMENTO, CA, United States | $409,801,993 | |
|
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
CRD 114957
|
FAIRFAX, VA, United States | $409,664,540 | |
|
VENTURE CAPITAL FUND OF AMERICA III, INC.
CRD 160941
|
NEW YORK, NY, United States | $409,646,361 | |
|
HEFFERNAN ADVISORY, INC.
CRD 116771
|
FLAGSTAFF, AZ, United States | $409,585,443 | |
|
ELEY FINANCIAL MANAGEMENT, INC.
CRD 105057
|
SOUTH BURLINGTON, VT, United States | $409,558,720 | |
|
HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
|
HILTON HEAD ISLAND, SC, United States | $409,549,463 | |
|
PELOTON EQUITY LLC
CRD 301543
|
GREENWICH, CT, United States | $409,502,772 | |
|
FRIDAY FINANCIAL, INC.
CRD 329748
|
DUBUQUE, IA, United States | $409,324,015 | |
|
MARKS WEALTH, LLC
CRD 310534
|
ELLICOTT CITY, MD, United States | $409,204,249 | |
|
STERLING INVESTMENT MANAGEMENT, LLC
CRD 112923
|
TUCSON, AZ, United States | $409,201,752 | |
|
CODE WAECHTER LLC
CRD 289372
|
TAMPA, FL, United States | $409,020,241 | |
|
TRUEFG, LLC
CRD 285850
|
CEDAR PARK, TX, United States | $409,000,000 | |
|
ROOTED WEALTH ADVISORS, INC.
CRD 313759
|
BOURBONNAIS, IL, United States | $408,841,196 | |
|
GREENRIDGE EQUITY PARTNERS, LLC
CRD 171612
|
AUSTIN, TX, United States | $408,769,000 | |
|
WASSERSTEIN MANAGEMENT, LP
CRD 286158
|
NEW YORK, NY, United States | $408,529,503 | |
|
PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573
|
SPOKANE, WA, United States | $408,512,905 | |
|
CAPSTONE CAPITAL LLC
CRD 123764
|
HENDERSON, NV, United States | $408,417,345 | |
|
NEW LEAF VENTURE PARTNERS LLC
CRD 163897
|
NEW YORK, NY, United States | $408,413,605 | |
|
ADVISORY SOLUTIONS GROUP, LLC
CRD 339919
|
PLYMOUTH, MN, United States | $408,369,935 | |
|
RANGE FINANCIAL GROUP, LLC
CRD 290001
|
TIGARD, OR, United States | $408,081,122 |