Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HERITAGE FINANCIAL, LLC
CRD 285149
|
GAINESVILLE, VA, United States | $407,976,663 | |
|
QUAD CITY INVESTMENT ADVISORS, LLC
CRD 112187
|
MOLINE, IL, United States | $407,964,628 | |
|
REVERE ASSET MANAGEMENT, INC.
CRD 152881
|
ALLEN, TX, United States | $407,915,528 | |
|
NEXUS338, LLC
CRD 315250
|
CABIN JOHN, MD, United States | $407,836,409 | |
|
KOM WEALTH MANAGEMENT GROUP, LLC
CRD 142682
|
APPLETON, WI, United States | $407,783,808 | |
|
NAVIGOE, LLC
CRD 168716
|
REDONDO BEACH, CA, United States | $407,752,816 | |
|
MAXQ ASSET MANAGEMENT LLC
CRD 336560
|
GREENWOOD VILLAGE, CO, United States | $407,749,700 | |
|
COMPASS FINANCIAL SERVICES, INC.
CRD 109441
|
WEST DES MOINES, IA, United States | $407,449,818 | |
|
WEALTHCARE CAPITAL PARTNERS, LLC
CRD 330300
|
WEST CHESTER, PA, United States | $407,400,746 | |
|
J.R. PRUNIER CAPITAL MANAGEMENT LLC
CRD 321026
|
HOLDEN, MA, United States | $407,009,712 | |
|
BRIDGE GROWTH PARTNERS, LLC
CRD 168682
|
NEW YORK, NY, United States | $406,956,389 | |
|
FIFTH FORCE MANAGEMENT LLC
CRD 325161
|
DALLAS, TX, United States | $406,938,000 | |
|
KEYSTONE FINANCIAL PLANNING, INC
CRD 104640
|
WESTLAKE, OH, United States | $406,936,329 | |
|
WOMACK WEALTH MANAGEMENT, INC.
CRD 146126
|
MANHATTAN BEACH, CA, United States | $406,914,525 | |
|
GREENBERG FINANCIAL GROUP
CRD 38747
|
TUCSON, AZ, United States | $406,904,132 | |
|
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD 333732
|
PITTSBURGH, PA, United States | $406,803,000 | |
|
UNITED WEALTH MANAGEMENT, LLC
CRD 133986
|
$406,587,608 | ||
|
TUMWATER WEALTH MANAGEMENT, LLC
CRD 300443
|
BOISE, ID, United States | $406,568,048 | |
|
HURLEY FINANCIAL GROUP, INC.
CRD 108983
|
CORVALLIS, OR, United States | $406,521,088 | |
|
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
CRD 146655
|
ALBANY, GA, United States | $406,493,241 | |
|
CLARITY CAPITAL ADVISORS, LLC
CRD 282405
|
LAKEWOOD RANCH, FL, United States | $406,339,770 | |
|
GUERRA ADVISORS INC.
CRD 282409
|
MIAMI, FL, United States | $406,224,000 | |
|
BALLAST ROCK PRIVATE WEALTH LLC
CRD 322064
|
CHARLESTON, SC, United States | $405,737,187 | |
|
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
CRD 132804
|
BETHESDA, MD, United States | $405,718,205 | |
|
PALOGIC VALUE MANAGEMENT, L.P.
CRD 155133
|
DALLAS, TX, United States | $405,523,598 | |
|
NORTHLAND SECURITIES, INC.
CRD 40258
|
MINNEAPOLIS, MN, United States | $405,485,183 | |
|
ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
CRD 158511
|
SAN FRANCISCO, CA, United States | $405,417,417 | |
|
GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
|
MILLBURN, NJ, United States | $405,257,220 | |
|
EVERGREEN WEALTH PARTNERS LLC
CRD 335451
|
KALISPELL, MT, United States | $405,219,640 | |
|
ALTUS WEALTH MANAGEMENT, LLC
CRD 153650
|
FT. MITCHELL, KY, United States | $405,169,835 | |
|
COVARA CAPITAL, LLC
CRD 337515
|
NEW YORK, NY, United States | $405,132,157 | |
|
FOCUSGROWTH ASSET MANAGEMENT, LP
CRD 309245
|
NEW YORK, NY, United States | $405,119,000 | |
|
TRITON WEALTH MANAGEMENT, PLLC
CRD 291070
|
SUN CITY, AZ, United States | $405,097,587 | |
|
LOTUS TECHNOLOGY MANAGEMENT, LP
CRD 335468
|
ORLANDO, FL, United States | $405,000,000 | |
|
QP WEALTH MANAGEMENT, LLC
CRD 301071
|
BOCA RATON, FL, United States | $404,966,803 | |
|
CORE WEALTH MANAGEMENT, INC.
CRD 162870
|
JUPITER, FL, United States | $404,712,669 | |
|
LONG ANGLE MANAGEMENT, LLC
CRD 330169
|
DOVER, DE, United States | $404,708,887 | |
|
OCM PRIVATE WEALTH, LLC
CRD 332302
|
CHICAGO, IL, United States | $404,708,163 | |
|
KANEN WEALTH MANAGEMENT LLC
CRD 282746
|
COCONUT CREEK, FL, United States | $404,611,703 | |
|
CRE VENTURE CAPITAL, INC.
CRD 317875
|
MAHWAH, NJ, United States | $404,608,303 | |
|
EXCEL FINANCIAL, LLC
CRD 145301
|
RED WING, MN, United States | $404,464,714 | |
|
MB GENERATIONAL WEALTH, LLC
CRD 327967
|
SPOKANE, WA, United States | $404,425,850 | |
|
S HARRIS FINANCIAL GROUP, LLC
CRD 151899
|
SAN ANTONIO, TX, United States | $404,390,370 | |
|
DUPREE FINANCIAL GROUP, LLC
CRD 131091
|
LEXINGTON, KY, United States | $404,368,661 | |
|
FEE-ONLY FINANCIAL PLANNING, L.C.
CRD 108365
|
$404,368,224 | ||
|
NAPLES ASSET MANAGEMENT CO., LLC
CRD 133978
|
MOORESVILLE, NC, United States | $404,329,984 | |
|
WESTBECK CAPITAL MANAGEMENT LLP
CRD 324606
|
LONDON, ENGLAND, United Kingdom | $404,179,476 | |
|
AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD 306618
|
NEW ALBANY, IN, United States | $404,117,800 | |
|
HFM INVESTMENT ADVISORS, LLC
CRD 289103
|
GLASSBORO, NJ, United States | $404,097,894 | |
|
CLOUD INVESTMENTS, LLC
CRD 281915
|
HUNTSVILLE, AL, United States | $404,025,477 |