Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HEITMAN INTERNATIONAL LLC
CRD 170707
|
LONDON, United Kingdom | $351,800,457 | |
|
R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.
CRD 131804
|
ST. LOUIS, MO, United States | $351,765,962 | |
|
LARAWAY FINANCIAL ADVISORS, INC.
CRD 114674
|
ST. CLOUD, MN, United States | $351,499,542 | |
|
SWAN CAPITAL, LLC
CRD 305793
|
$351,424,782 | ||
|
CALDWELL ADVISORS, LLC
CRD 144408
|
BRENTWOOD, TN, United States | $351,404,599 | |
|
ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798
|
GREEN BROOK, NJ, United States | $351,355,616 | |
|
GFO ADVISORY SERVICES, LLC
CRD 109278
|
GREENWICH, CT, United States | $351,305,768 | |
|
DEAN ROLAND RUSSELL, LLC
CRD 109480
|
SAN DIEGO, CA, United States | $351,202,738 | |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
CRD 147014
|
SALINE, MI, United States | $351,098,034 | |
|
SITRIN CAPITAL MANAGEMENT, LLC
CRD 282436
|
CENTURY CITY, CA, United States | $351,082,807 | |
|
HUTTO RETIREMENT ADVISORS, LLC
CRD 165191
|
COLLEYVILLE, TX, United States | $351,068,792 | |
|
ELITE CAPITAL MANAGEMENT GROUP, LLC
CRD 144228
|
$350,938,755 | ||
|
ENTRUST FINANCIAL LLC
CRD 174694
|
WAYNE, PA, United States | $350,937,674 | |
|
THREE BEARINGS FIDUCIARY ADVISORS, INC.
CRD 283926
|
HAMPTON, NH, United States | $350,733,305 | |
|
PANORAMIC INVESTMENT ADVISORS, LLC
CRD 290770
|
GLENDALE, CO, United States | $350,608,741 | |
|
NORCAP INVESTMENT MANAGEMENT, L.P.
CRD 132975
|
AUSTIN, TX, United States | $350,562,550 | |
|
BRIDGEWATER ASSET MANAGEMENT LLC
CRD 169832
|
CHESTERFIELD, MO, United States | $350,522,704 | |
|
FORMAN CAPITAL, LLC
CRD 329537
|
DELRAY BEACH, FL, United States | $350,513,798 | |
|
V2 FINANCIAL GROUP, LLC
CRD 142189
|
$350,499,290 | ||
|
JONES ROAD CAPITAL MANAGEMENT, L.P.
CRD 296822
|
NEW YORK, NY, United States | $350,447,784 | |
|
PROTOCOL VC LLC
CRD 332272
|
$350,429,245 | ||
|
MAESTRIA PARTNERS LLC
CRD 328822
|
ATLANTA, GA, United States | $350,360,267 | |
|
SYKON CAPITAL LLC
CRD 326728
|
HARRISON, NY, United States | $350,076,877 | |
|
SPX CAPITAL MANAGEMENT LLC
CRD 297944
|
NEW YORK, NY, United States | $350,000,000 | |
|
SONOMA ALLOCATIONS LLC
CRD 335435
|
SANTA ROSA, CA, United States | $350,000,000 | |
|
TURN8 PRIVATE WEALTH INC.
CRD 167608
|
POINTE CLAIRE, Canada | $349,991,473 | |
|
SUPERIOR PLANNING, LLC
CRD 130711
|
SAN DIEGO, CA, United States | $349,553,158 | |
|
GUGGENHEIM PRIVATE INVESTMENTS, LLC
CRD 331479
|
NEW YORK, NY, United States | $349,486,745 | |
|
DONATO WEALTH MANAGEMENT, PLLC
CRD 305031
|
CEDAR PARK, TX, United States | $349,336,470 | |
|
ARAGON CAPITAL LLC
CRD 166958
|
FORT LAUDERDALE, FL, United States | $349,286,143 | |
|
PRECISE INVESTMENT MANAGEMENT, INC.
CRD 282557
|
HIGHLAND PARK, IL, United States | $349,228,104 | |
|
ALTRIARCH ASSET MANAGEMENT, LLC
CRD 328482
|
CHARLESTON, SC, United States | $349,131,175 | |
|
FWG INVESTMENTS, LLC
CRD 284064
|
LEXINGTON, KY, United States | $349,048,767 | |
|
WILLIS ASSET FINANCE MANAGEMENT LLC
CRD 337254
|
COCONUT CREEK, FL, United States | $349,020,000 | |
|
JACKSON CREEK INVESTMENT ADVISORS LLC
CRD 309116
|
CASTLE ROCK, CO, United States | $348,959,797 | |
|
BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
|
CHATTANOOGA, TN, United States | $348,861,070 | |
|
MELFA WEALTH MANAGEMENT, INC.
CRD 315131
|
WESTBOROUGH, MA, United States | $348,829,624 | |
|
ARLEN CAPITAL, LLC
CRD 118113
|
WARWICK, RI, United States | $348,820,421 | |
|
EGI FINANCIAL, INC.
CRD 120607
|
AKRON, OH, United States | $348,658,870 | |
|
GAINLINE FINANCIAL PARTNERS, LLC
CRD 326716
|
LOUISVILLE, CO, United States | $348,643,115 | |
|
ROGER WITTLIN INVESTMENT ADVISORY, LLC
CRD 292577
|
$348,469,672 | ||
|
CARBON COLLECTIVE INVESTING, LLC
CRD 310129
|
OAKLAND, CA, United States | $348,353,604 | |
|
OPAL CAPITAL LLC
CRD 322755
|
BOCA RATON, FL, United States | $348,345,200 | |
|
TRILL IMPACT ADVISORY INC.
CRD 328179
|
NEW YORK, NY, United States | $348,191,153 | |
|
ELLIOTT COVE CAPITAL MANAGEMENT LLC
CRD 123636
|
SEATTLE, WA, United States | $348,161,285 | |
|
SMARTHARVEST PORTFOLIOS LLC
CRD 334260
|
$348,143,481 | ||
|
WAFD WEALTH, INC
CRD 337346
|
SEATTLE, WA, United States | $348,143,236 | |
|
AMERICAN RETIREMENT PLANNING GROUP INC
CRD 108300
|
LAS VEGAS, NV, United States | $348,138,260 | |
|
ISQ OPENINFRA REGISTERED ADVISOR LLC
CRD 332721
|
MIAMI, FL, United States | $348,117,613 | |
|
4J WEALTH MANAGEMENT, LLC
CRD 297268
|
MCLEAN, VA, United States | $348,116,838 |