Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, LLC
CRD 312404
|
$395,620,659 | ||
|
MOR WEALTH MANAGEMENT, LLC
CRD 333022
|
PHILADELPHIA, PA, United States | $395,587,641 | |
|
MANN FINANCIAL SERVICES, INC.
CRD 297878
|
DETROIT LAKES, MN, United States | $395,519,929 | |
|
PORTFOLIO, LLC
CRD 145687
|
ALBUQUERQUE, NM, United States | $395,456,386 | |
|
INDIA CAPITAL MANAGEMENT LIMITED
CRD 162996
|
TRIANON, Mauritius | $395,345,615 | |
|
TAIYO PACIFIC PARTNERS L.P.
CRD 160930
|
KIRKLAND, WA, United States | $395,283,000 | |
|
KA CREDIT ADVISORS II, LLC
CRD 311657
|
HOUSTON, TX, United States | $395,207,354 | |
|
GRAVITALIX FINANCIAL LLC
CRD 340206
|
CORAL SPRINGS, FL, United States | $395,184,367 | |
|
KIKER WEALTH MANAGEMENT, LLC
CRD 154405
|
JASPER, GA, United States | $395,103,704 | |
|
SANDLER CAPITAL MANAGEMENT
CRD 109856
|
NEW YORK, NY, United States | $394,980,000 | |
|
QUARRY HILL ADVISORS, LLC
CRD 288334
|
SAINT PAUL, MN, United States | $394,847,559 | |
|
REFRAME WEALTH, LLC
CRD 313386
|
FAIRFAX, VA, United States | $394,837,521 | |
|
CLARION WEALTH MANAGEMENT PARTNERS, LLC
CRD 334243
|
FAIRFAX, VA, United States | $394,812,451 | |
|
GENERATIONAL WEALTH, INC.
CRD 281330
|
ZEELAND, MI, United States | $394,770,403 | |
|
ABICH FINANCIAL WEALTH MANAGEMENT, LLC
CRD 310633
|
ASHBURN, VA, United States | $394,657,069 | |
|
FAMILYWEALTH ADVISERS LLC
CRD 289193
|
LAKE MARY, FL, United States | $394,645,121 | |
|
HUNTER LEWIS LLC
CRD 304985
|
CROZET, VA, United States | $394,569,396 | |
|
CARGILE INVESTMENT MANAGEMENT, INC.
CRD 116982
|
MIDLAND, TX, United States | $394,568,839 | |
|
VALUE PARTNERS LIMITED
CRD 143177
|
HONG KONG, Hong Kong | $394,534,759 | |
|
ATTINGER, LLC
CRD 311772
|
PHILADELPHIA, PA, United States | $394,500,723 | |
|
AEGON USA REALTY ADVISORS, LLC
CRD 286438
|
CEDAR RAPIDS, IA, United States | $394,495,673 | |
|
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
CRD 108705
|
WARWICK, RI, United States | $394,398,625 | |
|
VAWTER FINANCIAL LTD
CRD 108830
|
COLUMBUS, OH, United States | $394,368,793 | |
|
INTEGRITY INVESTMENT ADVISORS, LLC
CRD 154131
|
$394,292,094 | ||
|
MN WEALTH ADVISORS, LLC
CRD 322617
|
OVERLAND PARK, KS, United States | $394,235,365 | |
|
SIGNET INVESTMENT ADVISORY GROUP, INC.
CRD 123910
|
PROVIDENCE, RI, United States | $394,056,372 | |
|
ELIZABETH PARK CAPITAL ADVISORS, LTD
CRD 158416
|
PEPPER PIKE, OH, United States | $393,949,323 | |
|
KNUFF & COMPANY LLC
CRD 298203
|
FOSTER CITY, CA, United States | $393,879,421 | |
|
AJ ADVISORS, LLC
CRD 321606
|
NASHVILLE, TN, United States | $393,857,212 | |
|
ARSENAL VENTURE PARTNERS, INC.
CRD 160426
|
WINTER PARK, FL, United States | $393,832,888 | |
|
VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
|
VIRGINIA BEACH, VA, United States | $393,830,795 | |
|
BELLEVUE ASSET MANAGEMENT, LLC
CRD 129194
|
BELLEVUE, WA, United States | $393,677,615 | |
|
ACAS, LLC
CRD 160657
|
RANCHO SANTA FE, CA, United States | $393,386,204 | |
|
SL ADVISORS, LLC
CRD 151495
|
$393,263,547 | ||
|
CORE WEALTH PARTNERS LLC
CRD 322365
|
SANTA ROSA, CA, United States | $393,227,585 | |
|
PFW ADVISORS, LLC
CRD 325119
|
ATLANTA, GA, United States | $393,214,505 | |
|
CAUSEY WEALTH LLC
CRD 331134
|
GREENWOOD VILLAGE, CO, United States | $393,201,010 | |
|
KEY CAPITAL MANAGEMENT, INC.
CRD 173773
|
HENDERSONVILLE, TN, United States | $392,952,016 | |
|
BENTLEY FINANCIAL GROUP, INC.
CRD 172474
|
DOWNERS GROVE, IL, United States | $392,767,299 | |
|
C. C. DUNNAVAN & CO., INC.
CRD 109058
|
MINNEAPOLIS, MN, United States | $392,678,403 | |
|
ATLATL ADVISERS LLC
CRD 284036
|
MADISON, WI, United States | $392,672,491 | |
|
PANORAMIC CAPITAL PARTNERS LLC
CRD 331349
|
LAKE OSWEGO, OR, United States | $392,668,358 | |
|
APEX INVESTMENTS MANAGEMENT US, LLC
CRD 322874
|
COCONUT GROVE, FL, United States | $392,490,285 | |
|
APEX INVESTMENTS MANAGEMENT, S.A.
CRD 323044
|
GUATEMALA CITY, Guatemala | $392,490,285 | |
|
FAMILY WEALTH PARTNERS, LLC
CRD 317764
|
MATTHEWS, NC, United States | $392,445,796 | |
|
SCHORN WEALTH, LLC
CRD 304104
|
ENGLEWOOD, FL, United States | $392,433,757 | |
|
THE DARROW COMPANY, INC.
CRD 105679
|
NEEDHAM, MA, United States | $392,420,964 | |
|
EASTOVER INVESTMENT ADVISORS, LLC
CRD 150821
|
CHARLOTTE, NC, United States | $392,271,338 | |
|
S&A FINANCIAL SERVICES, INC.
CRD 110471
|
OVERLAND PARK, KS, United States | $392,271,325 | |
|
CARMEL CAPITAL MANAGEMENT L.L.C.
CRD 120675
|
CARMEL, CA, United States | $391,993,000 |