Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
NORTHSTAR ASSET MANAGEMENT LLC
CRD 129112
|
BERKELEY HEIGHTS, NJ, United States | $347,905,661 | |
|
MICHELS FAMILY FINANCIAL, LLC
CRD 319311
|
FORT WORTH, TX, United States | $347,859,437 | |
|
PELICAN CAPITAL MANAGEMENT LLC
CRD 338285
|
$347,837,722 | ||
|
UNITED FINANCIAL PLANNING GROUP LLC
CRD 149843
|
HAUPPAUGE, NY, United States | $347,485,217 | |
|
HERITAGE OAK WEALTH ADVISORS LLC
CRD 323925
|
SANTA ROSA BEACH, FL, United States | $347,388,042 | |
|
COTTONWOOD VENTURES, LLC
CRD 322366
|
IRVING, TX, United States | $347,343,569 | |
|
ARCTARIS IMPACT INVESTORS, LLC
CRD 306898
|
WELLESLEY, MA, United States | $347,298,770 | |
|
HCG FUND MANAGEMENT LP
CRD 281615
|
RALEIGH, NC, United States | $347,291,670 | |
|
EDUCATION GROWTH PARTNERS, LLC
CRD 166162
|
STAMFORD, CT, United States | $347,122,552 | |
|
PFLUG KOORY, LLC
CRD 109268
|
OMAHA, NE, United States | $346,958,057 | |
|
LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
|
MARYVILLE, TN, United States | $346,849,014 | |
|
RIGHT SIDE CAPITAL MANAGEMENT, LLC
CRD 166062
|
SAN FRANCISCO, CA, United States | $346,724,229 | |
|
CITRINE CAPITAL, LLC
CRD 171735
|
SAN FRANCISCO, CA, United States | $346,706,774 | |
|
CUSTOS FAMILY OFFICE LLC
CRD 294025
|
$346,555,336 | ||
|
LODESTONE WEALTH MANAGEMENT LLC
CRD 151115
|
SPOKANE, WA, United States | $346,482,109 | |
|
ANGELLIST ASSET MANAGEMENT, LLC
CRD 330361
|
SEATTLE, WA, United States | $346,479,044 | |
|
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
CRD 125765
|
FARMINGTON, CT, United States | $346,446,708 | |
|
LONG ROAD INVESTMENT COUNSEL, LLC
CRD 171343
|
KALAMAZOO, MI, United States | $346,435,000 | |
|
GEBHARDT GROUP, INC
CRD 142903
|
LAFAYETTE, CA, United States | $346,411,082 | |
|
GBM WEALTH MANAGEMENT, INC.
CRD 145049
|
HOUSTON, TX, United States | $346,401,658 | |
|
BRIGHTLINE CAPITAL MANAGEMENT, LLC
CRD 161661
|
MIAMI, FL, United States | $346,383,104 | |
|
VELOCIS MANAGEMENT, LLC
CRD 313345
|
DALLAS, TX, United States | $346,356,343 | |
|
TRIATOMIC MANAGEMENT LP
CRD 312408
|
PALO ALTO, CA, United States | $346,257,494 | |
|
GREAT ELM CAPITAL MANAGEMENT, LLC
CRD 284304
|
PALM BEACH GARDENS, FL, United States | $346,129,524 | |
|
REDE WEALTH, LLC
CRD 173346
|
CHARLOTTESVILLE, VA, United States | $346,105,910 | |
|
BOOSTER ASSET MANAGEMENT, LLC
CRD 330362
|
WHEATON, IL, United States | $346,051,270 | |
|
JEFFERIES CREDIT PARTNERS EUROPE LIMITED
CRD 336469
|
LONDON, United Kingdom | $345,904,953 | |
|
ARCADIA INVESTMENT ADVISORS, LLC
CRD 109590
|
EAGLE, ID, United States | $345,801,223 | |
|
ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816
|
KIRKWOOD, MO, United States | $345,656,224 | |
|
VEDANTA MANAGEMENT, L.P.
CRD 160685
|
NEW YORK, NY, United States | $345,629,113 | |
|
CONTINUUM WEALTH ADVISORS, LLC
CRD 152895
|
SARATOGA SPRINGS, NY, United States | $345,582,814 | |
|
IPCP MANAGEMENT, LLC
CRD 316853
|
BOCA RATON, FL, United States | $345,577,803 | |
|
PLACEHOLDER MANAGEMENT, LLC
CRD 292362
|
NEW YORK, NY, United States | $345,428,929 | |
|
BORDERLESS MANAGEMENT LLC
CRD 323404
|
CLERMONT, FL, United States | $345,355,760 | |
|
BIP CAPITAL MANAGEMENT SERVICES, LLC
CRD 300757
|
ATLANTA, GA, United States | $345,301,037 | |
|
FORTRESS PLANNING GROUP, LLC
CRD 157900
|
PEWAUKEE, WI, United States | $345,296,879 | |
|
BLACK TORO LLC
CRD 315289
|
MIAMI, FL, United States | $345,141,149 | |
|
AHAKISTA CAPITAL LLC
CRD 337864
|
$345,000,000 | ||
|
ISLANDER CAPITAL PARTNERS, L.P.
CRD 326856
|
SAN FRANCISCO, CA, United States | $344,970,000 | |
|
ROYAL HARBOR PARTNERS, LLC
CRD 304735
|
HOUSTON, TX, United States | $344,799,694 | |
|
HICKS CAPITAL MANAGEMENT, LLC
CRD 158609
|
COLUMBUS, OH, United States | $344,741,000 | |
|
INTRINSIC WEALTH COUNSEL, INC.
CRD 105022
|
TEMPE, AZ, United States | $344,681,068 | |
|
TERAMO ADVISORS, LLC
CRD 291574
|
NAPLES, FL, United States | $344,674,711 | |
|
NEPSIS, INC.
CRD 141203
|
MINNEAPOLIS, MN, United States | $344,509,038 | |
|
GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359
|
JOHNS CREEK, GA, United States | $344,490,661 | |
|
CRESCENT ADVISOR GROUP, INC.
CRD 115974
|
PLANO, TX, United States | $344,367,795 | |
|
GUINNESS ATKINSON ASSET MANAGEMENT, INC.
CRD 124465
|
PASADENA, CA, United States | $344,363,413 | |
|
BELL ASSET MANAGEMENT USA INC
CRD 108666
|
$344,294,509 | ||
|
L. C. BHANDARI & CO.
CRD 158831
|
$344,278,492 | ||
|
KELLETT WEALTH ADVISORS, LLC
CRD 287571
|
CINCINNATI, OH, United States | $344,003,237 |