Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SHELTON WEALTH MANAGEMENT, LLC
CRD 312686
|
FORT WORTH, TX, United States | $364,466,175 | |
|
SEBOLD CAPITAL MANAGEMENT, INC
CRD 122941
|
LISLE, IL, United States | $364,310,949 | |
|
SYNERGY FINANCIAL GROUP, LTD
CRD 309961
|
$364,214,340 | ||
|
REGENCY CAPITAL MANAGEMENT INC.
CRD 312435
|
HONOLULU, HI, United States | $364,074,897 | |
|
INVENIO WEALTH PARTNERS, LLC
CRD 323039
|
CORAL GABLES, FL, United States | $364,001,634 | |
|
REDWOOD GROVE CAPITAL, LLC
CRD 286228
|
NEW YORK, NY, United States | $364,000,000 | |
|
CROAK ASSET MANAGEMENT, LLC
CRD 297666
|
TOLEDO, OH, United States | $363,925,759 | |
|
HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
|
HAMMOND, IN, United States | $363,823,928 | |
|
MARIPAU WEALTH MANAGEMENT LLC
CRD 311934
|
FORT WAYNE, IN, United States | $363,768,300 | |
|
GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC
CRD 336578
|
LOS ANGELES, CA, United States | $363,529,062 | |
|
SOLITUDE FINANCIAL SERVICES, INC.
CRD 150348
|
CHARLOTTESVILLE, VA, United States | $363,512,536 | |
|
DECISIONMAP WEALTH MANAGEMENT, LLC
CRD 328429
|
GREAT FALLS, VA, United States | $363,433,557 | |
|
GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC
CRD 150434
|
DALLAS, TX, United States | $363,362,682 | |
|
WINDROCK WEALTH MANAGEMENT LLC
CRD 166124
|
NAPERVILLE, IL, United States | $363,227,815 | |
|
LEONID CAPITAL PARTNERS, LLC
CRD 327020
|
HUNTINGTON BEACH, CA, United States | $363,029,956 | |
|
CRESTMONT PRIVATE WEALTH LLC
CRD 304170
|
BOERNE, TX, United States | $362,987,469 | |
|
MARKETRIDERS, INC.
CRD 147963
|
CHESTERFIELD, MO, United States | $362,985,152 | |
|
LECLAIR WEALTH PARTNERS LLC
CRD 332827
|
DUBLIN, OH, United States | $362,976,084 | |
|
RIVERPATH INVESTMENTS LLC
CRD 226671
|
$362,919,669 | ||
|
AMERICAN ALPHA ADVISORS, LLC
CRD 291796
|
NEW YORK, NY, United States | $362,780,050 | |
|
C CUBED CAPITAL PARTNERS, LLC
CRD 328128
|
BOCA RATON, FL, United States | $362,669,896 | |
|
PRESPER FINANCIAL ARCHITECTS, LLC
CRD 297538
|
AKRON, OH, United States | $362,648,463 | |
|
MOTIVE WEALTH ADVISORS, LLC
CRD 312303
|
BIRMINGHAM, MI, United States | $362,634,652 | |
|
UNIVERSITY VENTURES FUNDS MANAGEMENT, LLC
CRD 163575
|
NEW YORK, NY, United States | $362,593,291 | |
|
INCOME FOCUS PORTFOLIO MANAGEMENT, LLC
CRD 165477
|
JACKSON, WY, United States | $362,464,641 | |
|
STRATEGIC INCOME GROUP LLC
CRD 165839
|
CHANDLER, AZ, United States | $362,407,752 | |
|
ROUND TABLE CAPITAL MANAGEMENT, L.P.
CRD 307065
|
MIAMI, FL, United States | $362,381,696 | |
|
KANBRICK LLC
CRD 309288
|
CHARLOTTE, NC, United States | $362,244,319 | |
|
BAYHUNT CAPITAL LLC
CRD 333514
|
MILL VALLEY, CA, United States | $362,141,122 | |
|
PACE FINANCIAL ADVISORS, INC.
CRD 318359
|
HILLSBORO, OR, United States | $362,100,721 | |
|
AVIVAR ADVISORS, LLC
CRD 215516
|
$362,080,456 | ||
|
BRIGGS WEALTH MANAGEMENT, INC.
CRD 125518
|
GLASTONBURY, CT, United States | $362,026,338 | |
|
DYNAMIC MARKET ADVANTAGE, LLC
CRD 323540
|
LOUISVILLE, KY, United States | $361,877,303 | |
|
RETIREMENT FINANCIAL SOLUTIONS, LLC
CRD 285347
|
KNOXVILLE, TN, United States | $361,659,979 | |
|
MRA ADVISORY GROUP
CRD 287933
|
SARASOTA, FL, United States | $361,273,117 | |
|
UNION SQUARE INVESTMENT CO
CRD 111776
|
SAN FRANCISCO, CA, United States | $361,235,925 | |
|
MFP FINANCIAL SERVICES, LLC
CRD 331681
|
SAFETY HARBOR, FL, United States | $361,000,000 | |
|
COX CAPITAL MANAGEMENT LLC
CRD 117593
|
ANDOVER, MA, United States | $360,953,558 | |
|
DEARBORN CAPITAL MANAGEMENT, LLC
CRD 155473
|
CHICAGO, IL, United States | $360,901,576 | |
|
SIERRA INVESTMENT MANAGEMENT, LLC
CRD 106615
|
SANTA MONICA, CA, United States | $360,899,484 | |
|
WPG ADVISERS, LLC
CRD 291708
|
BALTIMORE, MD, United States | $360,876,104 | |
|
TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
|
EDMOND, OK, United States | $360,737,340 | |
|
CORDIS FINANCIAL, LLC
CRD 294766
|
MINNEAPOLIS, MN, United States | $360,728,097 | |
|
SONATA CAPITAL GROUP INC
CRD 111277
|
SEATTLE, WA, United States | $360,685,424 | |
|
GOLDMAN LANCASTER, INC.
CRD 136134
|
LONG BEACH, CA, United States | $360,533,098 | |
|
OUTCOME DRIVEN STRATEGIES, LLC
CRD 311398
|
HUNT VALLEY, MD, United States | $360,433,390 | |
|
CASCADE INVESTMENT ADVISORS, INC.
CRD 117294
|
OREGON CITY, OR, United States | $360,420,745 | |
|
ACP CAPITAL MANAGEMENT, LLC
CRD 138556
|
MIAMI, FL, United States | $360,343,993 | |
|
JESSUP WEALTH MANAGEMENT, INC.
CRD 323035
|
DAYTON, OH, United States | $360,187,044 | |
|
DECKER RETIREMENT PLANNING INC.
CRD 284281
|
LEHI, UT, United States | $359,915,714 |