Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
5T WEALTH, LLC
CRD 112552
|
NAPA, CA, United States | $331,362,448 | |
|
THE MCHUGH GROUP, LLC
CRD 119811
|
$331,341,910 | ||
|
CHARLES FISH INVESTMENTS, INC.
CRD 110445
|
IRVINE, CA, United States | $331,331,810 | |
|
CAMBRIDGE FINANCIAL GROUP, INC.
CRD 112254
|
COLUMBUS, OH, United States | $331,311,024 | |
|
INSIGHT FOLIOS INC
CRD 174411
|
CHARLOTTE, NC, United States | $331,267,908 | |
|
ADVISORENGINE PORTFOLIO SOLUTIONS INC.
CRD 336317
|
RALEIGH, NC, United States | $331,258,026 | |
|
YODER WEALTH MANAGEMENT, INC.
CRD 291826
|
WALNUT CREEK, CA, United States | $331,204,663 | |
|
COPLEY FINANCIAL GROUP, INC.
CRD 283070
|
SAN DIEGO, CA, United States | $331,175,167 | |
|
THE NESTEGG GROUP, INC.
CRD 118419
|
LINCOLNWOOD, IL, United States | $331,028,505 | |
|
BERNARDI ASSET MANAGEMENT, LLC
CRD 120110
|
NORTHFIELD, IL, United States | $330,996,086 | |
|
EDGEWORTH CAPITAL PTY LTD
CRD 335630
|
BONDI JUNCTION, NEW SOUTH WALES, Australia | $330,940,000 | |
|
VIGILARE WEALTH MANAGEMENT LLC
CRD 157663
|
SCOTTSDALE, AZ, United States | $330,938,853 | |
|
SANDSTONE ASSET MANAGEMENT INC.
CRD 152742
|
CALGARY, Canada | $330,723,534 | |
|
HAZOOR PARTNERS, LLC
CRD 289744
|
AUSTIN, TX, United States | $330,717,102 | |
|
GENERAL INNOVATION CAPITAL, LLC
CRD 331306
|
NEW YORK, NY, United States | $330,672,080 | |
|
LYNCH ASSET MANAGEMENT, INC.
CRD 159938
|
$330,607,455 | ||
|
ESSEX PRIVATE WEALTH MANAGEMENT LLC
CRD 149991
|
TOPSFIELD, MA, United States | $330,541,181 | |
|
DUSTIN BLODGETT INSIGHT CAPITAL, LLC
CRD 314558
|
CONCORD, CA, United States | $330,500,000 | |
|
UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
|
MILWAUKEE, WI, United States | $330,460,396 | |
|
BROADVIEW MANAGEMENT, LLC
CRD 334073
|
ST. LOUIS, MO, United States | $330,386,772 | |
|
CYPRESS CAPITAL WEALTH MANAGEMENT, LLC
CRD 312340
|
ANN ARBOR, MI, United States | $330,221,401 | |
|
CLARIS FINANCIAL, LLC
CRD 168503
|
GLEN ALLEN, VA, United States | $330,221,020 | |
|
WELTON INVESTMENT PARTNERS LLC
CRD 172452
|
CARMEL, CA, United States | $330,020,247 | |
|
DAI WEALTH, LLC
CRD 138938
|
ATLANTA, GA, United States | $329,951,743 | |
|
MAI, INC.
CRD 107337
|
LEXINGTON, KY, United States | $329,735,069 | |
|
BOSTON FAMILY ADVISORS LLC
CRD 299060
|
BOSTON, MA, United States | $329,727,932 | |
|
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
CRD 154616
|
ORLANDO, FL, United States | $329,710,292 | |
|
FLUENT FINANCIAL, LLC
CRD 170041
|
DALLAS, TX, United States | $329,686,911 | |
|
DEPENDABLE ALTERNATIVE INVESTMENTS, LLC
CRD 300332
|
MENLO PARK, CA, United States | $329,640,421 | |
|
COLLIERS SECURITIES LLC
CRD 7477
|
MINNEAPOLIS, MN, United States | $329,636,522 | |
|
PARAGON FINANCIAL PARTNERS, INC.
CRD 158041
|
WOODLAND HILLS, CA, United States | $329,584,543 | |
|
N.V.N.G. INVESTMENTS, INC.
CRD 107446
|
KALAMAZOO, MI, United States | $329,523,178 | |
|
POWERS ADVISORY GROUP, LLC
CRD 172252
|
HIGHLAND, IL, United States | $329,500,201 | |
|
STELLA POINT CAPITAL, LP
CRD 290013
|
NEW YORK, NY, United States | $329,490,823 | |
|
501 NORTH, LLC
CRD 338118
|
NEW YORK, NY, United States | $329,389,453 | |
|
BRYSPEN, INCORPORATED
CRD 109004
|
WASHINGTON, DC, United States | $329,346,574 | |
|
GUTIERREZ WEALTH ADVISORY, LLC
CRD 319481
|
LITTLE ROCK, AR, United States | $329,326,452 | |
|
CI CAPITAL PARTNERS LLC
CRD 156863
|
$329,194,020 | ||
|
PEARL PLANNING, LLC
CRD 336568
|
DEXTER, MI, United States | $329,182,626 | |
|
BENCHMARK INVESTMENT ADVISORS LLC
CRD 159705
|
CHICAGO, IL, United States | $329,181,545 | |
|
WEALTH MANAGEMENT CPAS, LLC
CRD 310096
|
SALT LAKE CITY, UT, United States | $329,157,318 | |
|
POWER FINANCIAL PARTNERS, LLC
CRD 324253
|
TAMPA, FL, United States | $329,142,012 | |
|
NWM ADVISORS, LLC
CRD 283714
|
SAN LUIS OBISPO, CA, United States | $329,057,624 | |
|
MTC WEALTH MANAGEMENT LLC
CRD 305308
|
TAMPA, FL, United States | $329,006,989 | |
|
TECHQUITY CAPITAL MANAGEMENT, LLC
CRD 162322
|
AUSTIN, TX, United States | $329,002,974 | |
|
GAME CREEK CAPITAL, LP
CRD 158973
|
BOSTON, MA, United States | $328,955,099 | |
|
BETO FINANCIAL GROUP, LLC
CRD 307546
|
BOISE, ID, United States | $328,814,714 | |
|
FVLCRUM PARTNERS, LLC
CRD 310971
|
BETHESDA, MD, United States | $328,762,350 | |
|
BALLAST CAPITAL ADVISORS LLC
CRD 282369
|
WEST DES MOINES, IA, United States | $328,737,630 | |
|
ARTIFEX FINANCIAL GROUP, LLC
CRD 140643
|
OAKWOOD, OH, United States | $328,703,165 |