Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
U. S. BOSTON CAPITAL CORPORATION
CRD 5251
|
LINCOLN, MA, United States | $359,787,261 | |
|
BCO WEALTH MANAGEMENT, LLC
CRD 322276
|
CARLSBAD, NM, United States | $359,771,393 | |
|
COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
|
BIRMINGHAM, AL, United States | $359,767,467 | |
|
KESSLER INVESTMENT GROUP, LLC
CRD 153696
|
COLUMBUS, IN, United States | $359,683,677 | |
|
LYNK CAPITAL MANAGEMENT COMPANY, LLC
CRD 329038
|
JACKSONVILLE, FL, United States | $359,554,552 | |
|
NOVAK & POWELL FINANCIAL SERVICES, INC.
CRD 112970
|
ST. PETERSBURG, FL, United States | $359,464,704 | |
|
WASHINGTON PARK CAPITAL MANAGEMENT, LLC
CRD 338939
|
PORTLAND, OR, United States | $359,458,316 | |
|
THE DAVID J. YVARS GROUP INC.
CRD 328901
|
$359,326,254 | ||
|
CLEARWAVE CAPITAL, LLC
CRD 337738
|
UPLAND, CA, United States | $359,215,149 | |
|
SEROS FINANCIAL, LLC
CRD 166808
|
GILBERT, AZ, United States | $359,182,480 | |
|
ABBOT FINANCIAL MANAGEMENT, INC
CRD 111040
|
ANDOVER, MA, United States | $358,937,846 | |
|
AYRTON CAPITAL LLC
CRD 286298
|
WESTPORT, CT, United States | $358,856,360 | |
|
RIDGEPATH CAPITAL MANAGEMENT LLC
CRD 283343
|
KNOXVILLE, TN, United States | $358,850,039 | |
|
TSA WEALTH MANAGEMENT LLC
CRD 323123
|
HOUSTON, TX, United States | $358,837,826 | |
|
AURORA INVESTMENT MANAGERS, LLC
CRD 146325
|
NAPLES, FL, United States | $358,694,902 | |
|
ROBERTSON OPPORTUNITY CAPITAL, LLC
CRD 118484
|
DALLAS, TX, United States | $358,680,296 | |
|
LIFEWAY FINANCIAL CORPORATION
CRD 114276
|
PLANO, TX, United States | $358,676,107 | |
|
CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
|
MINNEAPOLIS, MN, United States | $358,667,263 | |
|
FLIGHT DECK CAPITAL, LP
CRD 311353
|
SAN FRANCISCO, CA, United States | $358,665,000 | |
|
ARARAT CAPITAL MANAGEMENT LP
CRD 291783
|
WESTPORT, CT, United States | $358,607,563 | |
|
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC
CRD 332374
|
GREENWICH, CT, United States | $358,593,764 | |
|
POINT WINDWARD ADVISORS, INC.
CRD 110457
|
NEW YORK, NY, United States | $358,565,215 | |
|
US ASSET MANAGEMENT, LLC
CRD 124234
|
PITTSBURGH, PA, United States | $358,460,029 | |
|
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CRD 130734
|
BURBANK, CA, United States | $358,371,683 | |
|
AIS CAPITAL MANAGEMENT L.P.
CRD 107971
|
WILTON, CT, United States | $358,299,608 | |
|
BLUESTEM FINANCIAL ADVISORS, LLC
CRD 158418
|
SAVOY, IL, United States | $358,198,984 | |
|
PRUFID FINANCIAL ADVISORS LLC
CRD 121897
|
$357,971,311 | ||
|
PILLAR FINANCIAL ADVISORS, LLC
CRD 121880
|
LOUISVILLE, KY, United States | $357,868,054 | |
|
HERITAGE WEALTH MANAGEMENT, INC.
CRD 122394
|
HOUSTON, TX, United States | $357,815,556 | |
|
CA ADVISER, LLC
CRD 300183
|
PHILADELPHIA, PA, United States | $357,691,982 | |
|
ACCESS WEALTH MANAGEMENT, LLC
CRD 339285
|
LOUISVILLE, KY, United States | $357,683,282 | |
|
ISLAY CAPITAL MANAGEMENT, LLC
CRD 114531
|
LUBBOCK, TX, United States | $357,658,014 | |
|
APPLIED CAPITAL LLC
CRD 166175
|
LITTLE ROCK, AR, United States | $357,525,640 | |
|
CONSERVATIVE WEALTH MANAGEMENT LLC
CRD 138925
|
$357,521,042 | ||
|
PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.
CRD 131796
|
NEW YORK, NY, United States | $357,509,070 | |
|
LIFESPAN FINANCIAL STRATEGIES, INC.
CRD 119800
|
WESTON, FL, United States | $357,426,385 | |
|
MONTVUE CAPITAL MANAGEMENT, INC.
CRD 116807
|
LYNCHBURG, VA, United States | $357,234,883 | |
|
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
|
ASHBURN, VA, United States | $357,188,973 | |
|
GKV CAPITAL MANAGEMENT CO INC
CRD 108767
|
WALNUT CREEK, CA, United States | $357,188,821 | |
|
MOMENT PRIVATE WEALTH, LLC
CRD 313223
|
SAINT LOUIS, MO, United States | $357,162,296 | |
|
SYMBIOSIS CAPITAL PARTNERS, LLC
CRD 316599
|
BENTONVILLE, AR, United States | $357,151,088 | |
|
CARNEGIE WEALTH MANAGEMENT, LLC
CRD 290430
|
BERWYN, PA, United States | $357,101,202 | |
|
SALTMARSH FINANCIAL ADVISORS, LLC
CRD 132248
|
PENSACOLA, FL, United States | $356,520,720 | |
|
ALCYON WEALTH ADVISORS, LLC
CRD 334909
|
YOUNGSTOWN, OH, United States | $356,492,833 | |
|
FOURTH DIMENSION WEALTH, LLC
CRD 306703
|
MIDDLEBURG HEIGHTS, OH, United States | $356,442,552 | |
|
OAKCLIFF PARTNERS LLC
CRD 162325
|
NEW YORK, NY, United States | $356,306,494 | |
|
THE STOLPER COMPANY L.L.C.
CRD 132962
|
TULSA, OK, United States | $356,289,476 | |
|
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547
|
DUNMORE, PA, United States | $356,144,460 | |
|
SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC
CRD 152003
|
CLOQUET, MN, United States | $356,141,386 | |
|
CRAWFORD FUND MANAGEMENT, LLC
CRD 158659
|
BOSTON, MA, United States | $356,064,983 |