Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CHARTER OAK ADVISORS LP
CRD 328387
|
NEW YORK, NY, United States | $403,922,461 | |
|
MAINSAIL FINANCIAL GROUP, LLC
CRD 317970
|
BELLEVUE, WA, United States | $403,920,372 | |
|
ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
|
MCLEAN, VA, United States | $403,909,657 | |
|
A.G. CAMPBELL ADVISORY, LLC
CRD 162150
|
BALTIMORE, MD, United States | $403,897,677 | |
|
TILIA FIDUCIARY PARTNERS, INC.
CRD 157852
|
WILMINGTON, NC, United States | $403,650,829 | |
|
MRM-HORIZON ADVISORS, LLC
CRD 130585
|
BOSTON, MA, United States | $403,531,748 | |
|
HIDDEN COVE WEALTH MANAGEMENT, LLC
CRD 318677
|
BAINBRIDGE ISLAND, WA, United States | $403,507,194 | |
|
ALLIANCE WEALTH STRATEGIES, LLC
CRD 173559
|
LYNCHBURG, VA, United States | $403,263,630 | |
|
FORUM SOLUTIONS GROUP, LLC
CRD 143075
|
FISHERS, IN, United States | $403,252,773 | |
|
SFM, LLC
CRD 116564
|
BEDFORD, NH, United States | $403,185,072 | |
|
TFR CAPITAL, LLC
CRD 333108
|
PLANO, TX, United States | $403,142,852 | |
|
LEGACY INVESTMENT PARTNERS, LLC
CRD 133014
|
OVERLAND PARK, KS, United States | $403,116,408 | |
|
BORER DENTON & ASSOCIATES, INC.
CRD 135729
|
BLUE BELL, PA, United States | $403,003,000 | |
|
CARNEGIE LAKE ADVISORS LLC
CRD 330024
|
PRINCETON, NJ, United States | $402,998,913 | |
|
LCM CAPITAL MANAGEMENT INC
CRD 111074
|
CHICAGO, IL, United States | $402,997,788 | |
|
PALO DURO INVESTMENT PARTNERS, LP
CRD 324320
|
CHICAGO, IL, United States | $402,759,861 | |
|
GOLDBERG ADVISERS, LLC
CRD 134174
|
SAN RAFAEL, CA, United States | $402,600,006 | |
|
RATIONAL INVESTMENT MANAGEMENT, LLC
CRD 163057
|
$402,587,949 | ||
|
ERBEN ASSOCIATES, LLC
CRD 148703
|
AUSTIN, TX, United States | $402,467,372 | |
|
HENRY JAMES INTERNATIONAL MANAGEMENT, INC.
CRD 169293
|
NEW YORK, NY, United States | $402,409,350 | |
|
STURGEON VENTURES LLP
CRD 167026
|
LONDON, United Kingdom | $402,333,293 | |
|
BCI SECURITIES, INC.
CRD 168047
|
MIAMI, FL, United States | $402,246,518 | |
|
PROATHLETE WEALTH MANAGEMENT LLC
CRD 317372
|
BOCA RATON, FL, United States | $402,180,000 | |
|
ANDERSON FINANCIAL STRATEGIES, LLC
CRD 290343
|
DAYTON, OH, United States | $402,105,003 | |
|
BALCH HILL CAPITAL, LLC
CRD 113209
|
$402,084,596 | ||
|
O'NEIL GLOBAL ADVISORS, INC.
CRD 308150
|
LOS ANGELES, CA, United States | $401,920,000 | |
|
RATAN CAPITAL MANAGEMENT, LP
CRD 160440
|
MIAMI, FL, United States | $401,858,567 | |
|
AS AVARON ASSET MANAGEMENT
CRD 282350
|
TALLINN, Estonia | $401,854,297 | |
|
GENERATION PARTNERS MANAGEMENT, LLC
CRD 160589
|
$401,629,067 | ||
|
SILVER COAST INVESTMENTS LLC
CRD 167771
|
SAN DIEGO, CA, United States | $401,606,316 | |
|
LEEWARD FINANCIAL PARTNERS, LLC
CRD 288779
|
$401,470,428 | ||
|
H. L. ORMOND & COMPANY, LLC
CRD 313593
|
GREENVILLE, NC, United States | $401,376,690 | |
|
TAR RIVER WEALTH PLANNING, LLC
CRD 328530
|
LOUISBURG, NC, United States | $401,179,615 | |
|
ESSENTIAL PARTNERS LLC
CRD 315959
|
RANCHO SANTA FE,, CA, United States | $401,110,000 | |
|
ROG IX, LLC
CRD 304142
|
HOUSTON, TX, United States | $400,979,767 | |
|
INSIGHT STRATEGIC WEALTH LLC
CRD 147290
|
KNOXVILLE, TN, United States | $400,962,959 | |
|
THE CAPITAL CHART ROOM, LTD
CRD 117980
|
FORT WORTH, TX, United States | $400,902,595 | |
|
PALM PEAK CAPITAL, LLC
CRD 334986
|
BOCA RATON, FL, United States | $400,841,880 | |
|
VALUEQUEST ADVISERS, LLC
CRD 337781
|
NEW YORK, NY, United States | $400,828,751 | |
|
HELM CAPITAL MANAGEMENT LLC
CRD 123174
|
SEATTLE, WA, United States | $400,804,452 | |
|
CORNERSTONE FINANCIAL PLANNING, LLC
CRD 129656
|
PORTSMOUTH, NH, United States | $400,691,257 | |
|
SOUNDCORE CAPITAL PARTNERS, LP
CRD 331288
|
NEW YORK, NY, United States | $400,423,206 | |
|
BURNS MATTESON CAPITAL MANAGEMENT, LLC
CRD 118315
|
CORNING, NY, United States | $400,402,976 | |
|
TICINO WEALTH LLC
CRD 335808
|
MISSION VIEJO, CA, United States | $400,242,629 | |
|
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
CRD 139806
|
DAYTONA BEACH, FL, United States | $400,113,566 | |
|
NUMERIXS INVESTMENT TECHNOLOGIES INC
CRD 172022
|
CHANDLER, AZ, United States | $400,000,000 | |
|
MCP ADVISERS, LLC
CRD 328391
|
ATLANTA, GA, United States | $400,000,000 | |
|
GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC.
CRD 339382
|
FAIRFAX, VA, United States | $400,000,000 | |
|
SJBENEN ADVISORY, LLC
CRD 283153
|
$399,920,479 | ||
|
KIRKWOOD FINANCIAL SERVICES LLC
CRD 169278
|
SAN ANTONIO, TX, United States | $399,765,022 |