Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
KETRON FINANCIAL LLC
CRD 330807
|
NOVATO, CA, United States | $383,952,306 | |
|
LONGVIEW FINANCIAL ADVISORS, LLC
CRD 291192
|
$383,874,981 | ||
|
ARCHITECT EQUITY MANAGEMENT, LLC
CRD 328703
|
EL SEGUNDO, CA, United States | $383,862,367 | |
|
PARAGON FINANCIAL SERVICES
CRD 164832
|
RICHMOND, VA, United States | $383,742,812 | |
|
SPARTAN PLANNING & WEALTH MANAGEMENT, LLC
CRD 166599
|
GREENSBORO, NC, United States | $383,681,575 | |
|
ARCADIA WEALTH MANAGEMENT, INC.
CRD 165504
|
SMITHTOWN, NY, United States | $383,594,739 | |
|
SANDEEP VARMA WEALTH STRATEGIES, LLC
CRD 137705
|
SAN DIEGO, CA, United States | $383,571,666 | |
|
CASCADES CAPITAL ASSET MANAGEMENT, LLC
CRD 167102
|
GREENSBORO, NC, United States | $383,331,712 | |
|
VISTA INVESTMENT PARTNERS II, LLC
CRD 327983
|
RICHMOND, IN, United States | $383,145,824 | |
|
KEATING INVESTMENT COUNSELORS INC
CRD 110134
|
DELRAY BEACH, FL, United States | $383,083,364 | |
|
CAPITAL MANAGEMENT LLC
CRD 109416
|
GREENSBORO, NC, United States | $382,964,479 | |
|
ONE + ONE WEALTH MANAGEMENT, LLC
CRD 310906
|
JUPITER, FL, United States | $382,956,903 | |
|
DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.
CRD 165145
|
BUFFALO, MN, United States | $382,859,944 | |
|
CANOPY 360 WEALTH, LLC
CRD 296771
|
OCALA, FL, United States | $382,820,511 | |
|
ACCENT CAPITAL MANAGEMENT, LLC
CRD 319275
|
CENTERVILLE, OH, United States | $382,706,251 | |
|
CLARAPHI ADVISORY NETWORK, LLC
CRD 165868
|
ALISO VIEJO, CA, United States | $382,500,156 | |
|
CLEARSHARES LLC
CRD 157531
|
MARCO ISLAND, FL, United States | $382,484,066 | |
|
FINANCIAL PLANNING HAWAII, INC.
CRD 153930
|
HONOLULU, HI, United States | $382,363,817 | |
|
PROCTOR FINANCIAL, INC.
CRD 122021
|
SHERBORN, MA, United States | $382,297,097 | |
|
RED TORTOISE, LLC
CRD 282509
|
ATLANTA, GA, United States | $382,268,479 | |
|
CARTER FINANCIAL GROUP, INC.
CRD 301025
|
BARRINGTON, IL, United States | $382,228,531 | |
|
DESTINY CAPITAL CORPORATION
CRD 111196
|
DENVER, CO, United States | $382,199,911 | |
|
EATON FINANCIAL HOLDINGS COMPANY, LLC
CRD 316323
|
CORAL SPRINGS, FL, United States | $382,161,339 | |
|
PICTET ASSET MANAGEMENT (USA) CORP
CRD 306378
|
NEW YORK, NY, United States | $382,040,772 | |
|
THE STRATEGIC FINANCIAL ALLIANCE, INC.
CRD 126514
|
ATLANTA, GA, United States | $382,034,020 | |
|
SONOMA BRANDS PARTNERS II, LLC
CRD 296285
|
SONOMA, CA, United States | $382,011,112 | |
|
DEAN FINANCIAL SERVICES, LLC
CRD 129679
|
BEAVERCREEK, OH, United States | $382,008,860 | |
|
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
CRD 174335
|
BRATENAHL, OH, United States | $382,000,000 | |
|
MARK J SNYDER FINANCIAL SERVICES INC
CRD 106425
|
MEDFORD, NY, United States | $381,996,646 | |
|
DRAVO BAY LLC
CRD 298558
|
REHOBOTH BEACH, DE, United States | $381,821,487 | |
|
WOLFF WIESE MAGANA LLC
CRD 157620
|
CARSLBAD, CA, United States | $381,817,788 | |
|
PECAUT & CO.
CRD 2997
|
SIOUX CITY, IA, United States | $381,753,129 | |
|
HARBOUR INVESTMENT MANAGEMENT L.L.C.
CRD 111166
|
EDMONDS, WA, United States | $381,560,275 | |
|
UNIQUE WEALTH STRATEGIES
CRD 323994
|
BURR RIDGE, IL, United States | $381,500,000 | |
|
SCULATI WEALTH MANAGEMENT, LLC
CRD 158783
|
BLOOMFIELD HILLS, MI, United States | $381,475,086 | |
|
LPFG, LLC
CRD 312978
|
AVON, OH, United States | $381,250,022 | |
|
RF&L WEALTH MANAGEMENT, LLC
CRD 140210
|
ACTON, MA, United States | $381,085,305 | |
|
RUBEY & RUST CAPITAL MANAGEMENT, LLC
CRD 282776
|
$381,026,881 | ||
|
IMS CAPITAL MANAGEMENT LLC
CRD 105939
|
CLACKAMAS, OR, United States | $380,938,794 | |
|
MYRIAD ASSET MANAGEMENT ADVISORS LLC
CRD 335546
|
WEST PALM BEACH, FL, United States | $380,881,698 | |
|
RESOLUTE CAPITAL ASSET PARTNERS LLC
CRD 298866
|
DENVER, CO, United States | $380,879,963 | |
|
WEALTH BENEFIT ADVISORS, LLC
CRD 319324
|
HOUSTON, TX, United States | $380,870,591 | |
|
BUTTONWOOD CAPITAL MANAGEMENT, LLC
CRD 174857
|
SCOTTSDALE, AZ, United States | $380,779,562 | |
|
PHILOSMITH CAPITAL CORPORATION
CRD 162082
|
STAMFORD, CT, United States | $380,477,979 | |
|
SCALA CAPITAL LLC
CRD 156165
|
MIAMI, FL, United States | $380,460,729 | |
|
GOEPPER BURKHARDT LLC
CRD 127896
|
GREENVILLE, SC, United States | $380,275,598 | |
|
SUNCOAST CAPITAL MANAGEMENT
CRD 304638
|
NEW ORLEANS, LA, United States | $380,000,000 | |
|
FORTITER WEALTH MANAGEMENT, LLC
CRD 169577
|
HOUSTON, TX, United States | $379,879,950 | |
|
BURK HOLDINGS LLC
CRD 305300
|
TULSA, OK, United States | $379,869,603 | |
|
OPTIMA CAPITAL LLC
CRD 310146
|
BEAVERTON, OR, United States | $379,783,137 |