Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BLUEPRINT FUND MANAGEMENT LLC
CRD 306419
|
GREENSBORO, NC, United States | $340,457,862 | |
|
LEFT BRAIN WEALTH MANAGEMENT, LLC
CRD 170348
|
NAPERVILLE, IL, United States | $340,426,936 | |
|
GUNPOWDER CAPITAL MANAGEMENT, LLC
CRD 314867
|
TOWSON, MD, United States | $340,420,749 | |
|
POST RESCH TALLON GROUP, INC.
CRD 156302
|
PITTSFORD, NY, United States | $340,156,556 | |
|
MARATHON MANAGEMENT PARTNERS LLC
CRD 332549
|
BEVERLY HILLS, CA, United States | $340,048,485 | |
|
ELTEKON ADVISORS, LLC.
CRD 115371
|
WEST LAKE HILLS, TX, United States | $340,000,000 | |
|
AIP CAPITAL ADVISORS LLC
CRD 328465
|
STAMFORD, CT, United States | $340,000,000 | |
|
WAVVEST WEALTH LLC
CRD 332096
|
CHICAGO, IL, United States | $339,850,200 | |
|
THE MATHES COMPANY, INC.
CRD 109288
|
NEW YORK, NY, United States | $339,797,197 | |
|
PARK, MILLER, LLC
CRD 146856
|
WALNUT CREEK, CA, United States | $339,791,289 | |
|
QUANTUM PORTFOLIO MANAGEMENT, LLC
CRD 326280
|
NEW YORK, NY, United States | $339,573,046 | |
|
INSIGHT 2811 INC
CRD 109784
|
CHICAGO, IL, United States | $339,567,276 | |
|
AP WEALTH MANAGEMENT, LLC
CRD 156417
|
AUGUSTA, GA, United States | $339,554,592 | |
|
SUPERSTRING CAPITAL MANAGEMENT LP
CRD 305743
|
NEW YORK, NY, United States | $339,500,000 | |
|
GARNET EQUITY CAPITAL HOLDINGS, INC.
CRD 161948
|
NEW YORK, NY, United States | $339,473,457 | |
|
TURNING POINT BENEFIT GROUP, INC.
CRD 301282
|
FREDERICK, MD, United States | $339,382,378 | |
|
KEYVANTAGE WEALTH, LLC
CRD 331996
|
BETHLEHEM, PA, United States | $339,374,782 | |
|
MILLENNIAL ADVISERS, LLC.
CRD 170847
|
NEW YORK, NY, United States | $339,355,692 | |
|
EMPEIRIA CAPITAL MANAGEMENT, LLC
CRD 285463
|
CINCINNATI, OH, United States | $339,355,000 | |
|
HCIP ADVISORS, LLC
CRD 340455
|
NASHVILLE, TN, United States | $339,256,924 | |
|
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
CRD 206518
|
TAMPA, FL, United States | $339,238,101 | |
|
SARONA ASSET MANAGEMENT INC.
CRD 160963
|
KITCHENER, Canada | $339,154,831 | |
|
FLEXIS CAPITAL LLC
CRD 162601
|
MIAMI, FL, United States | $339,051,387 | |
|
TUCKER JR., DOUGLAS, RAY
CRD 298292
|
MONTGOMERY, AL, United States | $339,025,322 | |
|
HEALTH CATALYST CAPITAL MANAGEMENT, LLC
CRD 282602
|
NEW YORK, NY, United States | $339,023,841 | |
|
CRESAP, INC.
CRD 25899
|
RADNOR, PA, United States | $339,016,488 | |
|
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
CRD 288663
|
RED BANK, NJ, United States | $338,980,176 | |
|
AMERITY WEALTH MANAGEMENT, LLC
CRD 322265
|
LAKELAND, FL, United States | $338,837,000 | |
|
FIRST TRUST GLOBAL PORTFOLIOS LIMITED
CRD 169173
|
LONDON, United Kingdom | $338,803,966 | |
|
DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC.
CRD 171813
|
NORWELL, MA, United States | $338,750,827 | |
|
EIGER WEALTH MANAGEMENT, LLC
CRD 304321
|
SAN DIEGO, CA, United States | $338,734,885 | |
|
LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
|
RALEIGH, NC, United States | $338,732,555 | |
|
MORGAN RIO CAPITAL MANAGEMENT, LLC
CRD 162500
|
NEW YORK, NY, United States | $338,667,243 | |
|
MDRN CAPITAL, LLC
CRD 325950
|
ANNAPOLIS, MD, United States | $338,630,429 | |
|
RIVERSPAN PARTNERS LP
CRD 320667
|
CHICAGO, IL, United States | $338,619,081 | |
|
NOVO HOLDINGS US INVESTMENT ADVISOR, INC.
CRD 334495
|
BOSTON, MA, United States | $338,614,945 | |
|
COMPREHENSIVE WEALTH MANAGEMENT, LLC
CRD 116958
|
LYNNWOOD, WA, United States | $338,397,742 | |
|
CORE COMPLIANCE GROUP, LLC
CRD 306661
|
ROCK HILL, SC, United States | $338,381,991 | |
|
VARIANT EQUITY ADVISORS, LLC
CRD 297046
|
LOS ANGELES, CA, United States | $338,364,467 | |
|
WETZEL INVESTMENT ADVISORS, INC.
CRD 305301
|
INDIANAPOLIS, IN, United States | $338,348,236 | |
|
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
CRD 105580
|
KANSAS CITY, MO, United States | $338,103,696 | |
|
ADDINGTON FINANCIAL GROUP LLC
CRD 114584
|
$338,089,764 | ||
|
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
CRD 118319
|
CAMPBELL, CA, United States | $338,062,502 | |
|
NAVIGATE FINANCIAL LLC
CRD 325945
|
SALT LAKE CITY, UT, United States | $337,932,563 | |
|
BOULDER WEALTH ADVISORS, LLC
CRD 115069
|
BOULDER, CO, United States | $337,921,423 | |
|
COMMERCE ADVISORS, LLC
CRD 151439
|
MEMPHIS, TN, United States | $337,851,115 | |
|
UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
|
ALBEMARLE, NC, United States | $337,840,640 | |
|
325 CAPITAL LLC
CRD 310762
|
NEW YORK, NY, United States | $337,838,983 | |
|
ASSETGRADE, LLC
CRD 168779
|
BOSTON, MA, United States | $337,720,606 | |
|
LUCAS GROUP FINANCIAL ADVISORS, LLC
CRD 326880
|
FREEPORT, IL, United States | $337,658,673 |