Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WOLF RIVER CAPITAL MANAGEMENT, LLC
CRD 149038
|
MEMPHIS, TN, United States | $328,657,040 | |
|
KENNEY INVESTMENTS INC
CRD 105665
|
NORTHFIELD, IL, United States | $328,498,193 | |
|
OMC FINANCIAL SERVICES LTD
CRD 110528
|
DEWITT, NY, United States | $328,480,614 | |
|
GLIDE CAPITAL LLC
CRD 288592
|
MIAMI, FL, United States | $328,453,104 | |
|
TORREY GROWTH & INCOME ADVISORS, LLC
CRD 139940
|
DEL MAR, CA, United States | $328,358,441 | |
|
VB&T WEALTH MANAGEMENT LLC
CRD 318330
|
SCOTTSDALE, AZ, United States | $328,331,005 | |
|
THOMAS STORY AND SON LLC
CRD 148774
|
PLYMOUTH, IN, United States | $328,238,000 | |
|
STERNECK CAPITAL MANAGEMENT LLC
CRD 111463
|
KANSAS CITY, MO, United States | $327,938,616 | |
|
OXFORD WEALTH GROUP, LLC
CRD 319561
|
ORLANDO, FL, United States | $327,915,487 | |
|
WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
|
DUBUQUE, IA, United States | $327,771,408 | |
|
SHORE POINT ADVISORS, LLC
CRD 296848
|
BRIELLE, NJ, United States | $327,720,533 | |
|
FUKOKU LIFE INTERNATIONAL (AMERICA) INC.
CRD 284662
|
NEW YORK, NY, United States | $327,695,193 | |
|
HUDSON CAPITAL ADVISORY, INC.
CRD 304163
|
BUFFALO, NY, United States | $327,678,324 | |
|
FINANCIAL DECISIONS, LLC
CRD 107755
|
NEW YORK, NY, United States | $327,661,532 | |
|
CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
|
MONTROSE, CO, United States | $327,341,067 | |
|
RYE BROOK CAPITAL, LLC
CRD 288517
|
GREENWICH, CT, United States | $327,295,914 | |
|
LEVEL 5 CAPITAL PARTNERS, LLC
CRD 304140
|
$327,192,200 | ||
|
LATKO WEALTH MANAGEMENT, LTD.
CRD 282423
|
FRANKFORT, IL, United States | $327,160,399 | |
|
GREENWOOD FAMILY ADVISORS LLC
CRD 304820
|
MIAMI, FL, United States | $327,142,309 | |
|
POINTONE FAMILY OFFICE, LLC
CRD 338563
|
MANHATTAN BEACH, CA, United States | $327,091,481 | |
|
OCTAVIA INVESTMENTS LLC
CRD 167721
|
$327,047,230 | ||
|
VINCI PARTNERS USA LLC
CRD 162399
|
NEW YORK, NY, United States | $327,036,866 | |
|
ARDENT CAPITAL MANAGEMENT, INC.
CRD 108264
|
CINCINNATI, OH, United States | $327,015,414 | |
|
WILKERSON ADVISORY GROUP LLC
CRD 334668
|
COLUMBIA, MO, United States | $326,936,574 | |
|
MPWM ADVISORY SOLUTIONS LLC
CRD 169885
|
ALPHARETTA, GA, United States | $326,885,658 | |
|
AVONDALE WEALTH MANAGEMENT LLC
CRD 152590
|
WEST LAKE HILLS, TX, United States | $326,716,990 | |
|
MFG PARTNERS LLC
CRD 330388
|
NEW YORK, NY, United States | $326,622,435 | |
|
VPWM ADVISORS, LLC
CRD 167886
|
PLYMOUTH, MN, United States | $326,586,982 | |
|
LAW & ASSOCIATES INC
CRD 105350
|
GLEN ECHO, MD, United States | $326,576,439 | |
|
PL CAPITAL ADVISORS, LLC
CRD 162083
|
NAPLES, FL, United States | $326,545,681 | |
|
COMMUNITY DEVELOPMENT FUND ADVISORS, LLC
CRD 281617
|
$326,440,857 | ||
|
PUREFI WEALTH, LLC
CRD 328459
|
BOSTON, MA, United States | $326,410,945 | |
|
BASE WEALTH MANAGEMENT LLC
CRD 321991
|
LAKEWOOD RANCH, FL, United States | $326,333,445 | |
|
ENTREWEALTH, LLC
CRD 317553
|
$326,314,431 | ||
|
FINANCIALLY IN TUNE, LLC
CRD 156200
|
STONEHAM, MA, United States | $326,246,969 | |
|
PACK PRIVATE WEALTH, LLC
CRD 310523
|
WAYZATA, MN, United States | $326,235,000 | |
|
BAY RIVERS GROUP, INC.
CRD 290095
|
WILLIAMSBURG, VA, United States | $326,205,349 | |
|
HFR ASSET MANAGEMENT, L.L.C
CRD 111705
|
CHICAGO, IL, United States | $326,180,124 | |
|
HFR INVESTMENTS, LLC
CRD 307372
|
CHICAGO, IL, United States | $326,180,124 | |
|
RESILIENT CAPITAL MANAGEMENT, LLC
CRD 318997
|
DALLAS, TX, United States | $326,129,985 | |
|
HURLEY CAPITAL, LLC
CRD 130051
|
NEW YORK, NY, United States | $326,088,431 | |
|
CENTERLINE WEALTH ADVISORS, LLC
CRD 164485
|
LOUISVILLE, KY, United States | $326,036,978 | |
|
LIFEPLAN INVESTMENT ADVISORS, INC
CRD 144157
|
RALEIGH, NC, United States | $325,994,818 | |
|
HEALTHEDGE INVESTMENT PARTNERS, LLC
CRD 163421
|
TAMPA, FL, United States | $325,787,500 | |
|
PATRON PARTNERS, LLC
CRD 310629
|
HOUSTON, TX, United States | $325,702,333 | |
|
SCHUCHARD CAPITAL MANAGEMENT INC
CRD 105528
|
$325,532,078 | ||
|
RESOLUTE GLOBAL PARTNERS, LTD.
CRD 160743
|
HAMILTON, Bermuda | $325,402,038 | |
|
SILVER LAKE ADVISORY PARTNERS, LLC
CRD 107625
|
$325,334,211 | ||
|
COELI FRONTIER MARKETS AB
CRD 282916
|
STOCKHOLM, Sweden | $325,166,353 | |
|
STRATEGIC WEALTH ADVISORS, LLC
CRD 114167
|
$325,156,321 |