Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
JOSEPH P. LUCIA & ASSOCIATES, LLC
CRD 147625
|
YORKTOWN HEIGHTS, NY, United States | $388,002,041 | |
|
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
CRD 283786
|
STAMFORD, CT, United States | $387,887,138 | |
|
COLLABORATIVE CAPITAL ADVISORS LLC
CRD 337588
|
NEW YORK, NY, United States | $387,843,222 | |
|
RESOLUTE WEALTH STRATEGIES, LLC
CRD 318599
|
JACKSON, MS, United States | $387,579,769 | |
|
ORSO PARTNERS, LP
CRD 304196
|
SOUTH SAN FRANCISCO, CA, United States | $387,457,490 | |
|
HASSELL WEALTH MANAGEMENT, L.L.C.
CRD 297892
|
HOUMA, LA, United States | $387,400,590 | |
|
BRAESWOOD CARBON MANAGEMENT, LLC
CRD 311686
|
SAN FRANCISCO, CA, United States | $387,316,785 | |
|
SOUNDVIEW ADVISORS, INC.
CRD 114437
|
OLYMPIA, WA, United States | $387,237,483 | |
|
MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
|
BETHESDA, MD, United States | $387,072,284 | |
|
LEWIS ASSET MANAGEMENT, LLC
CRD 143409
|
LAFAYETTE, CA, United States | $387,050,385 | |
|
ARCHVEST WEALTH ADVISORS, INC.
CRD 172087
|
CONCORD, CA, United States | $387,000,000 | |
|
OTUS CAPITAL MANAGEMENT LIMITED
CRD 284879
|
LONDON, United Kingdom | $386,967,740 | |
|
SOUTHWEST INVESTMENT ADVISORS, INC.
CRD 312685
|
TUCSON, AZ, United States | $386,919,218 | |
|
MISSIONPOINT PARTNERS LLC
CRD 171282
|
$386,917,000 | ||
|
NEW WAVE WEALTH ADVISORS LLC
CRD 323414
|
SPRINGDALE, AR, United States | $386,754,978 | |
|
VERMILLION FINANCIAL ADVISORS, INC.
CRD 119239
|
SOUTH BARRINGTON, IL, United States | $386,742,517 | |
|
BALANCE WEALTH PARTNERS LLC
CRD 329589
|
WORTHINGTON, OH, United States | $386,652,646 | |
|
CAMAC PARTNERS, LLC
CRD 173002
|
$386,594,898 | ||
|
1836 ASSET MANAGEMENT, LLC
CRD 313389
|
GARLAND, TX, United States | $386,563,945 | |
|
CANTER STRATEGIC WEALTH MANAGEMENT, LLC
CRD 167828
|
LA JOLLA, CA, United States | $386,473,556 | |
|
SKYLINE ADVISORS, INC.
CRD 188511
|
BELLINGHAM, WA, United States | $386,462,616 | |
|
OSTROFE FINANCIAL CONSULTANTS INC
CRD 110064
|
GRASS VALLEY, CA, United States | $386,448,000 | |
|
DS INVESTMENT ADVISORS
CRD 319351
|
GRAND RAPIDS, MI, United States | $386,142,051 | |
|
HD MONEY, INC.
CRD 167623
|
SARASOTA, FL, United States | $386,124,803 | |
|
EVEXIA WEALTH, LLC
CRD 323788
|
STEVENS POINT, WI, United States | $386,112,934 | |
|
CANNON CAPITAL MANAGEMENT, INC.
CRD 144247
|
SALT LAKE CITY, UT, United States | $386,073,298 | |
|
FISCAL WISDOM WEALTH MANAGEMENT LLC
CRD 168299
|
CANTON, CT, United States | $386,005,788 | |
|
TAPP FINANCE, INC.
CRD 327980
|
$385,969,101 | ||
|
UPSTART WEALTH MANAGEMENT, LLC
CRD 173728
|
$385,902,821 | ||
|
ALTERNATIVE INVESTMENT ADVISORS, LLC
CRD 160108
|
MAITLAND, FL, United States | $385,868,347 | |
|
LOWERY THOMAS, LLC
CRD 110058
|
$385,772,610 | ||
|
BRIGHTLIGHT CAPITAL MANAGEMENT LP
CRD 171109
|
WESTPORT, CT, United States | $385,751,661 | |
|
WILLS FINANCIAL GROUP, LLC
CRD 334431
|
RICHMOND, VA, United States | $385,729,154 | |
|
ALDEN INVESTMENT ADVISORS, LLC
CRD 317077
|
WAYNE, PA, United States | $385,691,088 | |
|
SQUADRON CAPITAL MANAGEMENT LLC
CRD 334296
|
OAK BROOK, IL, United States | $385,684,763 | |
|
RANCH CAPITAL ADVISORS INC.
CRD 300966
|
SARASOTA, FL, United States | $385,539,477 | |
|
ELEVATE WEALTH ADVISORY, INC.
CRD 149713
|
ATHENS, GA, United States | $385,513,316 | |
|
REALTA INVESTMENT ADVISORS, INC
CRD 134952
|
WILMINGTON, DE, United States | $385,389,938 | |
|
WEALTH MANAGEMENT RESOURCES, INC.
CRD 45452
|
SMITHFIELD, RI, United States | $385,200,640 | |
|
WITTENBERG INVESTMENT MANAGEMENT INC
CRD 105792
|
$385,175,214 | ||
|
CAIRN INVESTMENT GROUP, INC.
CRD 143601
|
VANCOUVER, WA, United States | $384,958,456 | |
|
PLANNING STRATEGIES, INC.
CRD 117105
|
LANCASTER, PA, United States | $384,836,994 | |
|
PACIFIC ASSET MANAGEMENT, LLC
CRD 115157
|
GIG HARBOR, WA, United States | $384,753,000 | |
|
AGVICTUS CAPITAL MANAGEMENT LLC
CRD 307047
|
ALPHARETTA, GA, United States | $384,731,903 | |
|
LASALLE DEBT INVESTORS
CRD 158422
|
DENVER, CO, United States | $384,707,295 | |
|
PROMUS ASSET MANAGEMENT, LLC
CRD 157484
|
DALLAS, TX, United States | $384,624,254 | |
|
RALLYDAY PARTNERS, LLC
CRD 307309
|
DENVER, CO, United States | $384,142,375 | |
|
WEATHERVANE ASSET MANAGEMENT LLC
CRD 312424
|
FORT LAUDERDALE, FL, United States | $384,119,258 | |
|
CHALKSTREAM CAPITAL GROUP, L.P.
CRD 153734
|
$384,029,000 | ||
|
ATLANTIC INVESTMENT MANAGEMENT, INC
CRD 137698
|
NEW YORK, NY, United States | $383,985,760 |