Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SILVER BIRCH FINANCIAL LLC
CRD 341785
|
$399,474,010 | ||
|
THREADGILL FINANCIAL, LLC
CRD 174865
|
THE WOODLANDS, TX, United States | $399,419,091 | |
|
PIONEER WEALTH MANAGEMENT GROUP, INC
CRD 133429
|
AUSTIN, TX, United States | $399,224,017 | |
|
TRINITY WEALTH MANAGEMENT, LLC
CRD 169216
|
BERWYN, PA, United States | $399,170,742 | |
|
WATERFORD ADVISORS, LLC
CRD 119442
|
ORCHARD PARK, NY, United States | $399,125,492 | |
|
STONECREST ADVISORS, INC.
CRD 142095
|
AUSTIN, TX, United States | $398,800,521 | |
|
MIDWEST HERITAGE BANK, FSB
CRD 306308
|
WEST DES MOINES, IA, United States | $398,657,041 | |
|
REVITATE FUND ADVISOR LLC
CRD 326939
|
NEWPORT BEACH, CA, United States | $398,604,381 | |
|
LESTER FINANCIAL GROUP, LLC
CRD 317036
|
CHAMPAIGN, IL, United States | $398,589,024 | |
|
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
CRD 123322
|
MECHANICSBURG, PA, United States | $398,367,653 | |
|
TACTICAL INFRASTRUCTURE PARTNERS, LP
CRD 318315
|
NEW YORK, NY, United States | $398,276,858 | |
|
LUMINVEST WEALTH MANAGEMENT LLC
CRD 326261
|
SCOTTSDALE, AZ, United States | $398,030,608 | |
|
DIADEMA PARTNERS LP
CRD 331527
|
MORRISTOWN, NJ, United States | $397,900,939 | |
|
CONCORD INVESTMENT COUNSEL
CRD 107901
|
IRVINE, CA, United States | $397,890,400 | |
|
PROMETHEUS CAPITAL MANAGEMENT CORP.
CRD 121982
|
YARDLEY, PA, United States | $397,790,936 | |
|
RALEIGH CAPITAL MANAGEMENT INC.
CRD 149538
|
CARY, NC, United States | $397,774,895 | |
|
RED WAVE INVESTMENTS LLC
CRD 153198
|
DILLSBURG, PA, United States | $397,735,451 | |
|
LONGSHORE CAPITAL MANAGEMENT, LLC
CRD 308030
|
CHICAGO, IL, United States | $397,648,084 | |
|
PERENNIAL ADVISORS GROUP, LLC
CRD 128600
|
WESTFORD, MA, United States | $397,397,651 | |
|
FC ADVISORY, LLC
CRD 170478
|
WEST CHESTER, PA, United States | $397,315,080 | |
|
BAYARD ASSET MANAGEMENT LLC
CRD 177515
|
PRINCETON, NJ, United States | $397,263,409 | |
|
IAMS WEALTH MANAGEMENT, LLC
CRD 286085
|
OMAHA, NE, United States | $397,226,191 | |
|
WEBB ADVISORS INCORPORATED
CRD 106617
|
BLOOMINGTON, MN, United States | $397,200,000 | |
|
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
CRD 126472
|
FARMINGTON, CT, United States | $397,171,504 | |
|
LDR CAPITAL MANAGEMENT, LLC
CRD 162329
|
NEW YORK, NY, United States | $397,152,309 | |
|
BEACON FINANCIAL PLANNING, INC
CRD 175372
|
HYANNIS, MA, United States | $397,111,083 | |
|
CENTENNIAL WEALTH ADVISORY, LLC
CRD 138054
|
TRAVERSE CITY, MI, United States | $397,056,084 | |
|
SUTTON PLACE INVESTORS LLC
CRD 298989
|
ARMONK, NY, United States | $397,030,322 | |
|
GOODWIN INVESTMENT ADVISORY, LLC
CRD 131193
|
WOODSTOCK, GA, United States | $397,007,100 | |
|
HOWARD WEALTH MANAGEMENT, LLC
CRD 299052
|
$397,000,000 | ||
|
ANABRANCH CAPITAL MANAGEMENT, LP
CRD 309151
|
STAMFORD, CT, United States | $396,991,787 | |
|
MIRAMONTES CAPITAL, LLC
CRD 264786
|
NEWPORT BEACH, CA, United States | $396,941,009 | |
|
NEW INSIGHT WEALTH ADVISORS
CRD 318083
|
SAN RAMON, CA, United States | $396,853,806 | |
|
SARA-BAY FINANCIAL CORP.
CRD 133443
|
SARASOTA, FL, United States | $396,759,556 | |
|
VISIONARY HORIZONS, LLC
CRD 150483
|
KNOXVILLE, TN, United States | $396,706,692 | |
|
SMEDLEY FINANCIAL SERVICES INC
CRD 110870
|
SALT LAKE CITY, UT, United States | $396,666,341 | |
|
WAGNER LOFTIN INVESTMENT SERVICES LLC
CRD 109770
|
PLEASANT HILL, CA, United States | $396,429,887 | |
|
MATTERHORN CAPITAL ADVISORS, LLC
CRD 309960
|
WEST CONSHOHOCKEN, PA, United States | $396,377,016 | |
|
FORTUNE WEALTH MANAGEMENT, LLC
CRD 157832
|
DALLAS, TX, United States | $396,337,714 | |
|
FAMILY WEALTH ADVISORY GROUP, LLC
CRD 130595
|
CINCINNATI, OH, United States | $396,234,570 | |
|
KIRTLAND FINANCIAL MANAGEMENT, INC.
CRD 131138
|
CORAL GABLES, FL, United States | $396,123,255 | |
|
THE VISUALIZE GROUP LP
CRD 327531
|
NEW YORK, NY, United States | $396,051,145 | |
|
WEST RIDGE ADVISORS, LLC
CRD 282718
|
HENDERSON, NV, United States | $396,019,216 | |
|
DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
|
GUILFORD, CT, United States | $396,019,097 | |
|
LESJAK PLANNING, LLC
CRD 110090
|
WESTLAKE, OH, United States | $396,000,000 | |
|
POINCIANA ADVISORS GROUP, LLC
CRD 137423
|
PALM BEACH GARDENS, FL, United States | $395,993,450 | |
|
DERBY COPELAND MANAGEMENT GROUP, LLC
CRD 321102
|
NEW YORK, NY, United States | $395,770,874 | |
|
GUNDERSON CAPITAL MANAGEMENT, LLC
CRD 140795
|
MOUNT PLEASANT, SC, United States | $395,755,965 | |
|
GALAPAGOS ADVISORY LLC
CRD 322042
|
MIAMI, FL, United States | $395,742,652 | |
|
ECIO, INC.
CRD 301432
|
MADISON, WI, United States | $395,623,696 |