Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MONHEGAN CAPITAL MANAGEMENT, LLC
CRD 304428
|
$356,007,754 | ||
|
LIFEGOAL INVESTMENTS, LLC
CRD 327833
|
$356,000,000 | ||
|
ARMOR INVESTMENT ADVISORS, LLC
CRD 134200
|
RALEIGH, NC, United States | $355,950,613 | |
|
ARKVIEW CAPITAL, L.P.
CRD 316130
|
STAMFORD, CT, United States | $355,949,280 | |
|
TWIN POINT CAPITAL LLC
CRD 281731
|
NEW YORK, NY, United States | $355,888,594 | |
|
ARGYLE CAPITAL MANAGEMENT, LLC
CRD 106576
|
CENTER VALLEY, PA, United States | $355,653,506 | |
|
STONE OAK WEALTH MANAGEMENT, LLC
CRD 288217
|
SAN ANTONIO, TX, United States | $355,563,087 | |
|
GRIFFIN BLACK, LLC
CRD 134684
|
REDWOOD CITY, CA, United States | $355,515,601 | |
|
ACORN CAPITAL ADVISORS, LLC
CRD 304164
|
NEW YORK, NY, United States | $355,296,078 | |
|
FINANCIAL PLANNING NAVIGATORS CORP
CRD 332831
|
MAPLE GROVE, MN, United States | $355,078,609 | |
|
SEPULVEDA MANAGEMENT LLC
CRD 284290
|
LOS ANGELES, CA, United States | $355,077,780 | |
|
SOUTH LAKEVIEW, LLC
CRD 157240
|
$355,000,000 | ||
|
CLAY NORTHAM WEALTH MANAGEMENT, LLC
CRD 159002
|
HUNTINGTON BEACH, CA, United States | $354,936,978 | |
|
HANOVER ADVISORS, INC
CRD 119655
|
SENECA, SC, United States | $354,865,572 | |
|
BULL HARBOR CAPITAL LLC.
CRD 324995
|
BETHESDA, MD, United States | $354,845,384 | |
|
WFG CAPITAL ADVISORS, LLC
CRD 310008
|
MOBILE, AL, United States | $354,763,277 | |
|
BRIDGE CITY CAPITAL, LLC
CRD 148828
|
LAKE OSWEGO, OR, United States | $354,734,297 | |
|
RESURGENT FINANCIAL ADVISORS LLC
CRD 299575
|
ATLANTA, GA, United States | $354,694,925 | |
|
LEXINGTON RESEARCH AND CAPITAL GROUP, LLC
CRD 108576
|
FAYETTEVILLE, AR, United States | $354,541,615 | |
|
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
CRD 304646
|
COLD SPRING HARBOR, NY, United States | $354,498,071 | |
|
CAPSTONE WEALTH MANAGEMENT, INC.
CRD 130128
|
BILLINGS, MT, United States | $354,276,732 | |
|
WEALTH ADVISORS NORTHWEST LLC
CRD 284468
|
PORTLAND, OR, United States | $354,254,482 | |
|
STANCE CAPITAL LLC
CRD 284267
|
BOSTON, MA, United States | $354,203,768 | |
|
SIGHTLINE WEALTH ADVISORS, LLC
CRD 176520
|
GROTON, CT, United States | $354,203,133 | |
|
LIFE PLANNING PARTNERS, INC.
CRD 129338
|
JACKSONVILLE, FL, United States | $354,041,734 | |
|
TENCORE PARTNERS, LP
CRD 299327
|
NEW YORK, NY, United States | $354,024,975 | |
|
PURSELL MANAGEMENT CO. LLC
CRD 302011
|
PEACHTREE CORNERS, GA, United States | $354,000,000 | |
|
OAK BARREL WEALTH ADVISORY LLC
CRD 333693
|
RESTON, VA, United States | $353,748,214 | |
|
WAYFINDING FINANCIAL, LLC
CRD 306208
|
LYNNWOOD, WA, United States | $353,477,294 | |
|
TARGETED FINANCIAL SERVICES, LLC
CRD 129049
|
SEMINOLE, FL, United States | $353,427,211 | |
|
DXD SS FUND MANAGEMENT, LLC
CRD 329580
|
ALBUQUERQUE, NM, United States | $353,396,959 | |
|
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC
CRD 164517
|
MIAMI, FL, United States | $353,308,947 | |
|
AVORY & COMPANY, LLC.
CRD 284812
|
MIAMI, FL, United States | $353,171,275 | |
|
NEXT MANAGEMENT ADVISORS, LLC
CRD 324644
|
NEW YORK, NY, United States | $353,141,196 | |
|
SOUTHBRIDGE ADVISORS, LLC
CRD 306075
|
MARIETA, GA, United States | $353,100,569 | |
|
10TALENTS INVESTORS, LLC
CRD 262786
|
FOXBOROUGH, MA, United States | $353,024,880 | |
|
NORRIS FINANCIAL GROUP, LLC
CRD 129422
|
GREENVILLE, SC, United States | $353,003,756 | |
|
BLACK MAPLE CAPITAL MANAGEMENT LP
CRD 168385
|
MILWAUKEE, WI, United States | $352,928,715 | |
|
ENVISION FINANCIAL LLC
CRD 314365
|
BROOKFIELD, WI, United States | $352,921,514 | |
|
FORAGER CAPITAL MANAGEMENT, LLC
CRD 158835
|
BIRMINGHAM, AL, United States | $352,913,302 | |
|
TRAIL RIDGE INVESTMENT ADVISORS, LLC
CRD 284741
|
FORT COLLINS, CO, United States | $352,912,500 | |
|
VALIDUS GROWTH INVESTORS, LLC
CRD 166575
|
IRVINE, CA, United States | $352,898,702 | |
|
JDM FINANCIAL GROUP LLC
CRD 122057
|
$352,799,208 | ||
|
GRATTAN FINANCIAL STRATEGIES, INC.
CRD 108449
|
SAN GABRIEL, CA, United States | $352,782,386 | |
|
FORTRESS FINANCIAL GROUP, LLC
CRD 315329
|
ROCHESTER, MN, United States | $352,305,589 | |
|
ELYSIUM WEALTH MANAGEMENT, LLC
CRD 312068
|
SOUTH JORDAN, UT, United States | $352,280,703 | |
|
CPC EQUITY ADVISORS, LP
CRD 331368
|
EL SEGUNDO, CA, United States | $352,193,640 | |
|
INNOVATIVE ADVISORY PARTNERS, LLC
CRD 156135
|
HIXSON, TN, United States | $352,100,000 | |
|
CLARENDON PRIVATE LLC
CRD 316616
|
BOSTON, MA, United States | $352,054,949 | |
|
CHERRY CREEK INVESTMENT ADVISORS INC
CRD 107426
|
ENGLEWOOD, CO, United States | $351,940,264 |