Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WEALTH MANAGEMENT STRATEGIES, INC.
CRD 305481
|
PITTSBURGH, PA, United States | $314,658,530 | |
|
VISTA ADVISOR GROUP, LLC
CRD 307268
|
WALNUT CREEK, CA, United States | $314,639,936 | |
|
DEFINE FINANCIAL, LLC
CRD 286648
|
SAN DIEGO, CA, United States | $314,636,290 | |
|
GRANITE CAPITAL MANAGEMENT, LLC
CRD 141743
|
OAKLAND, CA, United States | $314,602,057 | |
|
HORTER INVESTMENT MANAGEMENT, LLC
CRD 119880
|
CINCINNATI, OH, United States | $314,499,558 | |
|
THE FAUSER GROUP, LLC
CRD 282351
|
MERCER ISLAND, WA, United States | $314,476,354 | |
|
THE FUTURE FUND LLC
CRD 313973
|
CHICAGO, IL, United States | $314,411,408 | |
|
BERNARD WEALTH MANAGEMENT CORP.
CRD 159533
|
ROYAL OAK, MI, United States | $314,245,504 | |
|
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
|
LOOKOUT MOUNTAIN, TN, United States | $314,151,887 | |
|
MAGNATE ADVISORY SERVICES, LLC
CRD 283056
|
LOUISVILLE, KY, United States | $314,131,225 | |
|
RICKETTS FINANCIAL, LLC
CRD 309381
|
LOUISVILLE, KY, United States | $314,041,958 | |
|
TIETON CAPITAL MANAGEMENT, LLC
CRD 135769
|
YAKIMA, WA, United States | $313,981,362 | |
|
GREYLOCK CAPITAL MANAGEMENT, LLC
CRD 137825
|
STAMFORD, CT, United States | $313,880,151 | |
|
LEGACY WEALTH MANAGEMENT INC.
CRD 173453
|
MANASSAS, VA, United States | $313,864,428 | |
|
CERTIFIED TAX SERVICE, INC.
CRD 110960
|
CHICAGO, IL, United States | $313,859,000 | |
|
VALUES ADDED FINANCIAL LLC
CRD 288912
|
$313,672,262 | ||
|
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
CRD 110372
|
MAPLE GROVE, MN, United States | $313,662,138 | |
|
TRUST ADVISORY GROUP LTD
CRD 106926
|
BIRMINGHAM, AL, United States | $313,523,737 | |
|
CAROLINA WEALTH ADVISORS, LLC
CRD 288837
|
MYRTLE BEACH, SC, United States | $313,415,083 | |
|
MELONE PRIVATE WEALTH, LLC
CRD 311638
|
AUBURN HILLS, MI, United States | $313,234,000 | |
|
HILCO INVESTMENT ADVISORS, LLC
CRD 300222
|
NORTHBROOK, IL, United States | $313,086,836 | |
|
JAGUAR GROWTH ASSET MANAGEMENT, LLC
CRD 169571
|
MIAMI, FL, United States | $313,082,600 | |
|
HUNTER STREET PARTNERS, LP
CRD 298142
|
WAYZATA, MN, United States | $313,042,657 | |
|
SCOTT MARSH FINANCIAL, LLC
CRD 122169
|
$313,002,752 | ||
|
HAWKEYE CAPITAL MANAGEMENT, LLC
CRD 157316
|
MIAMI BEACH, FL, United States | $312,760,128 | |
|
JPC WEALTH MANAGEMENT, INC.
CRD 120267
|
PETALUMA, CA, United States | $312,723,265 | |
|
BRADY FAMILY WEALTH, LLC
CRD 315635
|
SAINT LOUIS, MO, United States | $312,717,507 | |
|
FSR WEALTH MANAGEMENT, LTD.
CRD 166746
|
ELMHURST, IL, United States | $312,671,001 | |
|
COLUMBIA ADVISORY PARTNERS, LLC
CRD 171616
|
SPOKANE, WA, United States | $312,630,000 | |
|
LAGODA INVESTMENT MANAGEMENT, L.P.
CRD 170961
|
NEW YORK, NY, United States | $312,629,215 | |
|
PARKVIEW US LLC
CRD 160172
|
NEW YORK, NY, United States | $312,331,270 | |
|
ASPEN WEALTH STRATEGIES, LLC
CRD 307424
|
ARVADA, CO, United States | $312,179,003 | |
|
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
CRD 285538
|
BERKELEY, CA, United States | $312,109,603 | |
|
MONERE WEALTH MANAGEMENT, INC.
CRD 173076
|
SCHAUMBURG, IL, United States | $312,000,000 | |
|
GLASS WEALTH MANAGEMENT CO., LLC
CRD 114097
|
SAN ANTONIO, TX, United States | $311,919,499 | |
|
LAKE WHILLANS CAPITAL PARTNERS LLC
CRD 287835
|
PLANO, TX, United States | $311,888,413 | |
|
NO FATE BWWM, LLC
CRD 317406
|
PLANO, TX, United States | $311,863,610 | |
|
TILIA HOLDINGS, LLC
CRD 292148
|
CHICAGO, IL, United States | $311,857,000 | |
|
SUNRISE MANAGER LLC
CRD 330704
|
WEST PALM BEACH, FL, United States | $311,782,933 | |
|
NORTHSTAR FINANCIAL PLANNERS, INC.
CRD 131507
|
PLANTATION, FL, United States | $311,630,650 | |
|
IWEALTH FINANCIAL, LLC
CRD 329980
|
WASECA, MN, United States | $311,606,497 | |
|
MILLER CAPITAL PARTNERS, INC.
CRD 124489
|
TROY, MI, United States | $311,566,992 | |
|
APS WEALTH MANAGEMENT, LLC
CRD 298233
|
MELVILLE, NY, United States | $311,548,181 | |
|
LYON WEALTH ADVISORS GROUP, LLC
CRD 325041
|
CHARLOTTE, NC, United States | $311,416,264 | |
|
GRIFFITHS, DREHER & EVANS, P.S., CPAS
CRD 142448
|
SPOKANE, WA, United States | $311,409,733 | |
|
OPTIMIST VENTURES LLC
CRD 337808
|
NEW YORK, NY, United States | $311,310,668 | |
|
BOUSSARD & GAVAUDAN AMERICA LLC
CRD 322621
|
NEW YORK, NY, United States | $311,136,438 | |
|
CRAVENS & COMPANY ADVISORS, LLC
CRD 130071
|
COOKEVILLE, TN, United States | $311,090,482 | |
|
INVESTMENT PROFESSIONALS, LLC
CRD 282495
|
WAUNAKEE, WI, United States | $311,000,000 | |
|
MALAGA COVE CAPITAL, LLC
CRD 146959
|
PALOS VERDES ESTATES, CA, United States | $310,929,712 |