Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MEADOWBROOK ADVISORS GROUP, LLC
CRD 337223
|
$321,013,138 | ||
|
OFF THE CHAIN CAPITAL, LLC
CRD 309867
|
$320,992,423 | ||
|
MEROS INVESTMENT MANAGEMENT, LP
CRD 305152
|
DALLAS, TX, United States | $320,966,607 | |
|
HW CAPITAL LLC
CRD 298731
|
SANTA MONICA, CA, United States | $320,950,405 | |
|
SENTINEL ADVISORY GROUP, LLC
CRD 338121
|
MIDDLETON, WI, United States | $320,751,824 | |
|
AWM FINANCIAL SERVICES INC.
CRD 144351
|
THE WOODLANDS, TX, United States | $320,578,704 | |
|
TRADEWELL SECURITIES, LLC
CRD 332473
|
FORT WAYNE, IN, United States | $320,440,000 | |
|
1 NORTH WEALTH SERVICES, LLC
CRD 115948
|
ANNAPOLIS, MD, United States | $320,430,085 | |
|
WSC & COMPANY, LLC
CRD 289138
|
CHARLOTTE, NC, United States | $320,355,422 | |
|
ROBASCIOTTI & ASSOCIATES , INC.
CRD 151411
|
$320,352,000 | ||
|
ELEVATE WEALTH MANAGEMENT, LLC
CRD 336710
|
SHERIDAN, WY, United States | $320,272,718 | |
|
ALHAMBRA INVESTMENT MANAGEMENT LLC
CRD 138537
|
PALMETTO BAY, FL, United States | $320,167,081 | |
|
WYNN CAPITAL LLC
CRD 281291
|
AUGUSTA, GA, United States | $320,162,279 | |
|
SAWYER & CO INC
CRD 112849
|
BOSTON, MA, United States | $320,113,014 | |
|
VISTA FINANCE, LLC
CRD 312082
|
CLAYTON, MO, United States | $319,967,161 | |
|
SECURA FINANCIAL, LLC
CRD 137324
|
ORANGE, CA, United States | $319,926,000 | |
|
LANTERN WEALTH ADVISORS, LLC
CRD 147420
|
MELVILLE, NY, United States | $319,865,217 | |
|
KANAME CAPITAL, L.P.
CRD 300565
|
BOSTON, MA, United States | $319,703,992 | |
|
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917
|
NOVATO, CA, United States | $319,574,000 | |
|
ATOMIC INVEST LLC
CRD 313255
|
NEW YORK, NY, United States | $319,519,697 | |
|
WEALTHVIEW CAPITAL, LLC
CRD 149476
|
JACKSON, MS, United States | $319,473,403 | |
|
ARROYO INVESTMENT GROUP, LLC
CRD 130243
|
PASADENA, CA, United States | $319,454,438 | |
|
OPTIVEST, INC.
CRD 137070
|
SAN JUAN CAPISTRANO, CA, United States | $319,437,498 | |
|
HAMILTON SQUARE PARTNERS MANAGEMENT, LP
CRD 338881
|
NEW YORK, NY, United States | $319,290,000 | |
|
THEORY FINANCIAL LLC
CRD 304084
|
FORT COLLINS, CO, United States | $319,240,651 | |
|
PROMONTORY FINANCIAL PLANNING, LLC
CRD 153666
|
FARMINGTON, UT, United States | $319,000,000 | |
|
REMEDIUM CAPITAL PARTNERS, LLC
CRD 340302
|
WEST PALM BEACH, FL, United States | $319,000,000 | |
|
VALUEWEALTH SERVICES, LLC
CRD 304049
|
ANNAPOLIS, MD, United States | $318,958,490 | |
|
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 312253
|
SHELBURNE, VT, United States | $318,898,746 | |
|
BREEN WEALTH MANAGEMENT, LLC
CRD 286513
|
PETALUMA, CA, United States | $318,842,453 | |
|
PHILLIP B. WHITE CO., INC.
CRD 300623
|
SAN LUIS OBISPO, CA, United States | $318,703,165 | |
|
INVESTMENTS & FINANCIAL PLANNING, LLC
CRD 164333
|
LEXINGTON, KY, United States | $318,664,226 | |
|
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC
CRD 288841
|
NEW YORK, NY, United States | $318,511,665 | |
|
GENERAL PARTNER, INC.
CRD 302070
|
$318,448,396 | ||
|
JBR CO. FINANCIAL MANAGEMENT INC.
CRD 117600
|
ARDMORE, OK, United States | $318,309,587 | |
|
PLAGENS & TAYLOR WEALTH MANAGEMENT, LLC
CRD 335178
|
SAN ANGELO, TX, United States | $318,309,236 | |
|
IMPACT INVESTORS, INC.
CRD 289028
|
$318,228,152 | ||
|
MODEL WEALTH , INC.
CRD 299798
|
$318,159,850 | ||
|
TRIBUNE INVESTMENT GROUP LP
CRD 329330
|
NEW YORK, NY, United States | $318,095,750 | |
|
BAYFOREST CAPITAL LIMITED
CRD 312969
|
LONDON, United Kingdom | $318,073,489 | |
|
OPENAIR FINANCIAL, LLC
CRD 300362
|
SOUTHLAKE, TX, United States | $318,000,000 | |
|
CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CRD 144946
|
LONGBOAT KEY, FL, United States | $317,970,000 | |
|
CARLSON FINANCIAL, INC.
CRD 335831
|
CANBY, OR, United States | $317,952,000 | |
|
TOWER VIEW WEALTH MANAGEMENT LLC
CRD 108739
|
$317,944,313 | ||
|
RANSOM ADVISORY, LTD
CRD 318747
|
$317,927,651 | ||
|
NAVIGATE 401K, LLC
CRD 309466
|
BIRMINGHAM, AL, United States | $317,893,600 | |
|
THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480
|
BEAVER, PA, United States | $317,888,046 | |
|
LINDA S. LUBITZ, CFP®, PA
CRD 108648
|
CORAL GABLES, FL, United States | $317,822,212 | |
|
TWIN SECURITIES, INC.
CRD 158318
|
NEW YORK, NY, United States | $317,749,163 | |
|
DELTROIT ASSET MANAGEMENT (US) LLC
CRD 334438
|
$317,681,999 |