Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
|
BLOOMINGTON, MN, United States | $317,668,456 | |
|
TALARA CAPITAL MANAGEMENT, LLC
CRD 158866
|
MONTCLAIR, NJ, United States | $317,625,949 | |
|
HEARTWOOD FUNDS, LLC
CRD 136940
|
NEW YORK, NY, United States | $317,600,000 | |
|
MACQUARIE CAPITAL PARTNERS, LLC
CRD 293250
|
NEW YORK, NY, United States | $317,573,543 | |
|
WEALTH PRO ADVISORS, INC.
CRD 169266
|
SARASOTA, FL, United States | $317,487,000 | |
|
GOODE PARTNERS LLC
CRD 161816
|
NEW YORK, NY, United States | $317,455,305 | |
|
FAMILY WEALTH PLANNING PARTNERS LLC
CRD 323656
|
LOUISVILLE, KY, United States | $317,374,188 | |
|
BCA PRIVATE WEALTH, INC.
CRD 140913
|
GREENVILLE, SC, United States | $317,299,794 | |
|
TSP ADVISORS, LLC
CRD 281758
|
MERCER ISLAND, WA, United States | $317,264,489 | |
|
BISON CREEK WEALTH MANAGEMENT LLC
CRD 314991
|
$317,256,938 | ||
|
REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
|
MEDFORD, NJ, United States | $317,200,751 | |
|
MENDEL MONEY MANAGEMENT INC
CRD 105974
|
NORTHBROOK, IL, United States | $317,088,290 | |
|
BLUE BARN WEALTH, LLC
CRD 107202
|
OREM, UT, United States | $317,067,080 | |
|
SWISHER FINANCIAL CONCEPTS, INC.
CRD 121384
|
WESTERVILLE, OH, United States | $316,989,035 | |
|
FIRST FINANCIAL GROUP CORPORATION
CRD 134006
|
RALEIGH, NC, United States | $316,961,802 | |
|
COUNCILOR WEALTH LLC
CRD 170858
|
BETHESDA, MD, United States | $316,945,133 | |
|
DKM WEALTH MANAGEMENT, INC.
CRD 316778
|
STOCKTON, CA, United States | $316,769,863 | |
|
CARO INVESTORS MANAGEMENT, LLC
CRD 332085
|
CHEVY CHASE, MD, United States | $316,675,000 | |
|
THE MUSTICO FINANCIAL GROUP, INC.
CRD 125763
|
ELMIRA, NY, United States | $316,510,000 | |
|
DUET ADVISORY SERVICES LLC
CRD 283584
|
BINGHAM FARMS, MI, United States | $316,487,378 | |
|
SALVUS WEALTH MANAGEMENT, LLC
CRD 171986
|
RED BANK, NJ, United States | $316,485,187 | |
|
OCA VENTURES, LLC
CRD 161160
|
CHICAGO, IL, United States | $316,423,456 | |
|
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
CRD 109232
|
ROCKVILLE, MD, United States | $316,354,533 | |
|
HARVEST MANAGEMENT, L.L.C.
CRD 124477
|
NEW YORK, NY, United States | $316,254,020 | |
|
WEALTHCOLLAB LLC
CRD 269840
|
BELLEVUE, WA, United States | $316,209,943 | |
|
FIRST OAK WEALTH MANAGEMENT, LLC
CRD 288316
|
RALEIGH, NC, United States | $316,173,544 | |
|
TENON FINANCIAL LLC
CRD 305581
|
METUCHEN, NJ, United States | $316,033,549 | |
|
WEALTH ANALYTICS PARTNERS, LLC
CRD 140115
|
SAN DIEGO, CA, United States | $316,007,259 | |
|
GIBERT WEALTH MANAGEMENT, LLC
CRD 341458
|
CHARLOTTE, NC, United States | $315,989,002 | |
|
PACIFICA PARTNERS INC
CRD 148834
|
SURREY, Canada | $315,965,755 | |
|
MATTHEW 25 MANAGEMENT CORP
CRD 104566
|
AMBLER, PA, United States | $315,935,375 | |
|
PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872
|
MARIETTA, GA, United States | $315,838,988 | |
|
TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036
|
CHARLOTTE, NC, United States | $315,814,477 | |
|
KENORA FINANCIAL, LLC
CRD 123524
|
DES PLAINES, IL, United States | $315,800,000 | |
|
ADVAITA CAPITAL LLC
CRD 325205
|
BOSTON, MA, United States | $315,742,941 | |
|
PEIRCE PARK GROUP INC.
CRD 118655
|
WEST CHESTER, PA, United States | $315,729,132 | |
|
4D ADVISORS, LLC
CRD 315045
|
REDONDO BEACH, CA, United States | $315,605,039 | |
|
GARRISON POINT CAPITAL, LLC
CRD 165590
|
SAN FRANCISCO, CA, United States | $315,514,095 | |
|
PEGASUS CAPITAL ADVISORS, L.P.
CRD 157094
|
STAMFORD, CT, United States | $315,484,498 | |
|
CDM FINANCIAL COUNSELING SERVICES, INC.
CRD 126295
|
NORWICH, CT, United States | $315,443,079 | |
|
ACCELERATE INVESTMENT ADVISORS LLC
CRD 325859
|
ALISO VIEJO, CA, United States | $315,370,800 | |
|
CAMARDA FINANCIAL ADVISORS , LLC
CRD 113784
|
FLEMING ISLAND, FL, United States | $315,368,825 | |
|
WALKER ASSET MANAGEMENT, LLC
CRD 284951
|
$315,347,630 | ||
|
CORNERSTONE SELECT ADVISORS, LLC
CRD 144044
|
ST. LOUIS, MO, United States | $315,301,456 | |
|
LINCOLN ENERGY HOLDINGS LLC
CRD 333026
|
ENGLEWOOD, CO, United States | $315,258,656 | |
|
AURELIUS FAMILY OFFICE, LLC
CRD 323016
|
BEDFORD, NH, United States | $315,255,207 | |
|
MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED
CRD 317251
|
MUMBAI, MAHARASHTRA, India | $315,209,572 | |
|
BONNER & SMITH, LLC
CRD 114287
|
LUBBOCK, TX, United States | $314,766,006 | |
|
NINEPOINTTWO CAPITAL LLC
CRD 297270
|
LOS ANGELES, CA, United States | $314,765,322 | |
|
TWIN LAKES CAPITAL MANAGEMENT, LLC
CRD 137522
|
REDWOOD SHORES, CA, United States | $314,676,938 |