Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PACIFIC WEALTH MANAGEMENT, LLC
CRD 113217
|
SAN DIEGO, CA, United States | $371,941,587 | |
|
PINNACLE FAMILY ADVISORS, LLC
CRD 145628
|
SPRINGFIELD, MO, United States | $371,703,535 | |
|
UNION STRATEGIC ADVISORS LLC
CRD 340640
|
BLUE ASH, OH, United States | $371,608,066 | |
|
OLISTICO WEALTH, LLC
CRD 315028
|
TULSA, OK, United States | $371,509,330 | |
|
GUGGENHEIM WEALTH SOLUTIONS, LLC
CRD 283238
|
SANTA MONICA, CA, United States | $371,322,262 | |
|
WARTHER PRIVATE WEALTH, LLC
CRD 125145
|
AKRON, OH, United States | $371,319,984 | |
|
BDT & ASSOCIATES, INC.
CRD 288008
|
YUMA, AZ, United States | $371,143,077 | |
|
DUVARNEY, CRAIG DOUGLAS
CRD 126911
|
$370,977,170 | ||
|
ORION CAPITAL MANAGEMENT LLC
CRD 119428
|
CORONADO, CA, United States | $370,918,114 | |
|
RAVENSTONE CAPITAL MANAGEMENT INC.
CRD 338898
|
TORONTO, ONTARIO, Canada | $370,890,873 | |
|
MACRO ADVISORS, INC.
CRD 118832
|
YORK, PA, United States | $370,874,878 | |
|
HELM INVESTMENT MANAGEMENT, LLC
CRD 141773
|
DENVER, CO, United States | $370,848,650 | |
|
FACT CAPITAL, L.P.
CRD 307860
|
NEW YORK, NY, United States | $370,833,887 | |
|
ARCHER INVESTMENT MANAGEMENT, LLC
CRD 146852
|
$370,799,063 | ||
|
JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.
CRD 312630
|
HOUSTON, TX, United States | $370,781,513 | |
|
ATALA FINANCIAL INC
CRD 318371
|
CALABASAS, CA, United States | $370,745,717 | |
|
LANGLEY WEALTH MANAGEMENT, LLC
CRD 312823
|
CORINTH, MS, United States | $370,645,602 | |
|
S & P FINANCIAL, INC.
CRD 139358
|
ASHLAND, OR, United States | $370,590,050 | |
|
DONOGHUE FORLINES LLC
CRD 285403
|
BOSTON, MA, United States | $370,522,245 | |
|
CORDANT, INC.
CRD 152395
|
PORTLAND, OR, United States | $370,502,204 | |
|
MASONRY CAPITAL MANAGEMENT, LLC
CRD 292664
|
CHARLOTTESVILLE, VA, United States | $370,494,645 | |
|
REBEL FINANCIAL, LLC.
CRD 168263
|
GROVEPORT, OH, United States | $370,490,808 | |
|
CATALYST PRIVATE WEALTH, LLC
CRD 305565
|
SAN MATEO, CA, United States | $370,426,802 | |
|
WEALTHSPRING PARTNERS, LLC
CRD 322756
|
LONG BEACH, CA, United States | $370,181,742 | |
|
CHARBETH ADVISORY L.L.C.
CRD 342682
|
$370,000,000 | ||
|
WARWICK GROUP II, INC.
CRD 161549
|
$369,833,283 | ||
|
COSNER FINANCIAL GROUP, LLC
CRD 147942
|
WINDSOR, CO, United States | $369,813,121 | |
|
WILLOW GROVE ADVISORS, LLC
CRD 151993
|
BERKELEY, CA, United States | $369,783,619 | |
|
GLASSY MOUNTAIN ADVISORS, INC.
CRD 314937
|
BETHESDA, MD, United States | $369,770,799 | |
|
VALUED WEALTH ADVISORS, LLC
CRD 316746
|
HOLLADAY, UT, United States | $369,719,795 | |
|
MENLO ADVISORS LLC
CRD 122721
|
MENLO PARK, CA, United States | $369,717,504 | |
|
CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
|
OWINGS MILLS, MD, United States | $369,645,196 | |
|
M.Z. KARK & ASSOCIATES, INC
CRD 106627
|
DENVER, CO, United States | $369,638,942 | |
|
ONE ADVISORY PARTNERS, LLC
CRD 161614
|
OVERLAND PARK, KS, United States | $369,523,347 | |
|
SA WEALTH MANAGEMENT LLC
CRD 335680
|
HUNTINGTON, NY, United States | $369,383,270 | |
|
STONEBRIDGE WEALTH SYSTEMS LLC
CRD 327894
|
KEARNEY, NE, United States | $369,144,690 | |
|
BARON FINANCIAL GROUP LLC
CRD 144234
|
FAIR LAWN, NJ, United States | $369,113,175 | |
|
YOSEMITE CAPITAL MANAGEMENT, LLC
CRD 124298
|
NEWPORT BEACH, CA, United States | $369,026,627 | |
|
ARAGON GLOBAL MANAGEMENT, LP
CRD 156043
|
MIAMI, FL, United States | $368,989,194 | |
|
INTEGRITY WEALTH SOLUTIONS LLC
CRD 284862
|
DENVER, CO, United States | $368,982,905 | |
|
TAGSTONE CAPITAL, INC.
CRD 158864
|
CHARLOTTE, NC, United States | $368,884,462 | |
|
CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
|
BALTIMORE, MD, United States | $368,868,727 | |
|
SAGE CAPITAL MANAGEMENT LLC
CRD 108547
|
$368,623,040 | ||
|
RUGGAARD & ASSOCIATES, LLC
CRD 107489
|
HUDSON, OH, United States | $368,561,588 | |
|
GADDIS PREMIER WEALTH ADVISORS LLC
CRD 317837
|
DURANT, OK, United States | $368,546,461 | |
|
AFT, FORSYTH & SOBER, LLC
CRD 162858
|
VALRICO, FL, United States | $368,484,447 | |
|
PERSIMMON CAPITAL MANAGEMENT, LP
CRD 334563
|
BLUE BELL, PA, United States | $368,469,044 | |
|
PEREGRINE INVESTMENT ADVISORS, LLC
CRD 153081
|
MADISON, MS, United States | $368,442,604 | |
|
HIGHLAND INVESTMENT ADVISORS LLC
CRD 141694
|
PONTE VEDRA, FL, United States | $368,267,860 | |
|
LEE JOHNSON CAPITAL MANAGEMENT, LLC
CRD 115009
|
FORT WORTH, TX, United States | $368,216,317 |