Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BLOSSOM WEALTH MANAGEMENT, LLC
CRD 150402
|
$368,193,658 | ||
|
ENHANCING CAPITAL LLC
CRD 290018
|
HARRISBURG, PA, United States | $367,997,735 | |
|
SAXONY CAPITAL MANAGEMENT LLC.
CRD 122692
|
SAINT LOUIS, MO, United States | $367,861,457 | |
|
REDBUD ADVISORS LLC
CRD 300477
|
AUSTIN, TX, United States | $367,790,401 | |
|
HUGHES & COMPANY INVESTMENT PARTNERS, L.P.
CRD 311212
|
CHICAGO, IL, United States | $367,423,073 | |
|
CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
CRD 165442
|
NASHVILLE, TN, United States | $367,229,960 | |
|
EYRE STREET CAPITAL, LLC
CRD 333970
|
NEW YORK, NY, United States | $367,215,169 | |
|
LATTIS MANAGEMENT LP
CRD 333629
|
NEW YORK, NY, United States | $367,172,043 | |
|
PKS INVESTMENT ADVISORS LLC
CRD 110147
|
SALISBURY, MD, United States | $367,168,512 | |
|
SWITCHPOINT FINANCIAL PLANNING LLC
CRD 282856
|
LEHI, UT, United States | $367,109,076 | |
|
TULL FINANCIAL GROUP, INC.
CRD 112235
|
CHESAPEAKE, VA, United States | $367,086,618 | |
|
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
CRD 324586
|
SOMERS, NY, United States | $367,006,766 | |
|
UNITY PARTNERS LP
CRD 322847
|
DALLAS, TX, United States | $366,975,393 | |
|
STRATEGY FINANCIAL SERVICES, LLC
CRD 164531
|
PHOENIX, AZ, United States | $366,734,230 | |
|
ODER INVESTMENT MANAGEMENT, LLC
CRD 134506
|
WOODLAND HILLS, CA, United States | $366,692,790 | |
|
T. ANTON INVESTMENT HOUSE, INC.
CRD 174970
|
MADISON, WI, United States | $366,642,843 | |
|
SARAZA MANAGEMENT LP
CRD 317572
|
NEW YORK, NY, United States | $366,497,757 | |
|
FIO ADVISORS LP
CRD 300903
|
NEW YORK, NY, United States | $366,483,861 | |
|
JACOBS ASSET MANAGEMENT, LLC
CRD 156563
|
NEW YORK, NY, United States | $366,438,978 | |
|
SHIRA RIDGE WEALTH MANAGEMENT
CRD 117627
|
SAN RAFAEL, CA, United States | $366,404,410 | |
|
M. E. ALLISON & CO., INC.
CRD 1047
|
SAN ANTONIO, TX, United States | $366,385,125 | |
|
HAVERFORD FINANCIAL SERVICES, INC.
CRD 130007
|
RADNOR, PA, United States | $366,375,551 | |
|
SHARPER & GRANITE LLC
CRD 136719
|
EL SEGUNDO, CA, United States | $366,363,877 | |
|
OLD HICKORY PARTNERS MANAGEMENT, LP
CRD 316961
|
AUSTIN, TX, United States | $366,339,504 | |
|
FINANCIAL LIFE ADVISORS LLC
CRD 128502
|
SAN ANTONIO, TX, United States | $366,325,843 | |
|
CAMDEN WEALTH ADVISORS LLC
CRD 148518
|
HOUSTON, TX, United States | $366,313,897 | |
|
HOMAGE WEALTH GROUP LLC
CRD 340589
|
HOUSTON, TX, United States | $366,156,549 | |
|
SAGE ADVISORS, LLC
CRD 148964
|
NEW YORK, NY, United States | $366,131,898 | |
|
ROYAL OAK FINANCIAL ADVISORS, LLC
CRD 290152
|
ROYAL OAK, MI, United States | $366,124,000 | |
|
INNOVIUS CAPITAL MANAGEMENT, LLC
CRD 311568
|
SAN FRANCISCO, CA, United States | $366,100,000 | |
|
ASILIA CREDIT INVESTMENTS, LLC
CRD 334981
|
SALT LAKE CITY, UT, United States | $365,928,073 | |
|
NORTH CAPITAL, INC.
CRD 148802
|
SALT LAKE CITY, UT, United States | $365,760,255 | |
|
CHICAGO WEALTH MANAGEMENT, INC.
CRD 112271
|
CHICAGO, IL, United States | $365,707,162 | |
|
INFLECTION CAPITAL MANAGEMENT, LLC
CRD 333157
|
SAN FRANCISCO, CA, United States | $365,605,247 | |
|
ASSET PLANNING SERVICES INC
CRD 104715
|
COVINGTON, LA, United States | $365,570,218 | |
|
PRAIRIEWOOD CAPITAL, LLC
CRD 149007
|
FARGO, ND, United States | $365,413,413 | |
|
TEALWOOD ASSET MANAGEMENT INC
CRD 105245
|
MINNEAPOLIS, MN, United States | $365,398,285 | |
|
INDIA CAPITAL LLC
CRD 309034
|
MINNEAPOLIS, MN, United States | $365,298,804 | |
|
BEAUMONT ASSET MANAGEMENT, L.L.C.
CRD 150407
|
BEAUMONT, TX, United States | $365,197,944 | |
|
REGIMEN WEALTH, LLC
CRD 309672
|
ATLANTA, GA, United States | $365,160,462 | |
|
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
CRD 322086
|
DENVER, CO, United States | $365,105,305 | |
|
MY PERSONAL CFO, LLC
CRD 299424
|
VANCOUVER, WA, United States | $365,101,816 | |
|
KONDO WEALTH ADVISORS, INC
CRD 175347
|
PASADENA, CA, United States | $365,077,914 | |
|
EVR RESEARCH LP
CRD 283385
|
RICHMOND, VA, United States | $365,015,905 | |
|
KYNANCE COVE CAPITAL LLP
CRD 341728
|
LONDON, United Kingdom | $365,000,000 | |
|
RESERVOIR OPERATIONS, L.P.
CRD 156800
|
NEW YORK, NY, United States | $364,762,933 | |
|
LUCERNE CAPITAL MANAGEMENT, LP
CRD 111288
|
GREENWICH, CT, United States | $364,621,000 | |
|
FPC INVESTMENT ADVISORY, INC.
CRD 122728
|
PETALUMA, CA, United States | $364,599,434 | |
|
SIGNIFY WEALTH LLC
CRD 160094
|
ST. LOUIS, MO, United States | $364,555,522 | |
|
TL PRIVATE WEALTH LLC
CRD 167818
|
SOUTHLAKE, TX, United States | $364,481,906 |