Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MISSION FINANCIAL GROUP, LLC
CRD 311876
|
LAS VEGAS, NV, United States | $310,912,519 | |
|
SPRING MOUNTAIN CAPITAL, LP
CRD 119126
|
NEW YORK, NY, United States | $310,906,528 | |
|
LEVEL VENTURES MANAGEMENT LLC
CRD 323733
|
SUNNY ISLES BEACH, FL, United States | $310,869,517 | |
|
TRP CAPITAL ADVISORS VI, LLC
CRD 329787
|
BIRMINGHAM, MI, United States | $310,752,652 | |
|
WAYPOINT CAPITAL PARTNERS ADVISORS, LLC
CRD 333573
|
STAMFORD, CT, United States | $310,710,728 | |
|
CONSTELLATION CAPITAL MANAGEMENT LLC
CRD 161275
|
$310,694,949 | ||
|
PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
|
WALTHAM, MA, United States | $310,642,036 | |
|
TWO POINT CAPITAL MANAGEMENT, INC.
CRD 131816
|
PITTSFORD, NY, United States | $310,511,226 | |
|
EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
|
MANCHESTER, CT, United States | $310,496,264 | |
|
GENERAL EQUITY HOLDINGS LP
CRD 287823
|
BROOKLYN, NY, United States | $310,354,902 | |
|
GUARDIAN INVESTMENT MANAGEMENT, LLC
CRD 104935
|
TIBURON, CA, United States | $310,319,536 | |
|
O15 CAPITAL PARTNERS, LLC
CRD 328464
|
ATLANTA, GA, United States | $310,316,999 | |
|
KENSINGTON INVESTMENT COUNSEL, LLC
CRD 108012
|
LONG BEACH, CA, United States | $310,195,669 | |
|
PTM WEALTH MANAGEMENT, LLC
CRD 308944
|
NORTH WALES, PA, United States | $310,164,831 | |
|
INVICTA ADVISORS LLC
CRD 298868
|
OAKMONT, PA, United States | $310,160,547 | |
|
HUDSON ADVISOR SERVICES, INC.
CRD 107769
|
BUFFALO, NY, United States | $310,088,917 | |
|
THOMA CAPITAL MANAGEMENT LLC
CRD 120139
|
TOWSON, MD, United States | $310,069,630 | |
|
H. C. DENISON CO.
CRD 1628
|
SHEBOYGAN, WI, United States | $310,044,598 | |
|
AMERICAN WEALTH MANAGEMENT, INC.
CRD 25536
|
ALPHARETTA, GA, United States | $310,016,000 | |
|
MFA WEALTH SERVICES
CRD 169013
|
THOUSAND OAKS, CA, United States | $309,972,977 | |
|
NRI WEALTH MANAGEMENT, LLC
CRD 162234
|
SANTA CLARA, CA, United States | $309,842,768 | |
|
BILL OPP FIXED INCOME ADVISORY SERVICE, LLC
CRD 150087
|
$309,800,000 | ||
|
OMEGA WEALTH MANAGEMENT LLC
CRD 132580
|
ARLINGTON, VA, United States | $309,669,547 | |
|
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
CRD 113761
|
OVERLAND PARK, KS, United States | $309,587,600 | |
|
STORR CAPITAL, LLC
CRD 324212
|
WEST PALM BEACH, FL, United States | $309,522,034 | |
|
SAVANT PARTNERS, LLC
CRD 312567
|
SAN MATEO, CA, United States | $309,505,362 | |
|
TRUNORTH FINANCIAL SERVICES, INC.
CRD 111308
|
CHAMBERSBURG, PA, United States | $309,492,678 | |
|
BEACON FINANCIAL STRATEGIES CORP.
CRD 132987
|
RALEIGH, NC, United States | $309,434,084 | |
|
ACM ADVISORS, LLC
CRD 282022
|
JACKSON, WY, United States | $309,386,493 | |
|
PROSPECT CAPITAL ADVISORS, LLC
CRD 119531
|
SAUSALITO, CA, United States | $309,360,013 | |
|
THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183
|
SCOTTSDALE, AZ, United States | $309,311,234 | |
|
BROAD REACH RETAIL PARTNERS LLC
CRD 340702
|
MILLERSVILLE, MD, United States | $309,000,000 | |
|
MILESTONE ASSET MANAGEMENT GROUP, LLC
CRD 282896
|
AVON, CT, United States | $308,965,271 | |
|
MERIWETHER WEALTH & PLANNING, LLC
CRD 310713
|
MINDEN, LA, United States | $308,876,105 | |
|
SAMJO MANAGEMENT, LLC
CRD 326808
|
NEW YORK, NY, United States | $308,816,379 | |
|
SYNERGY FINANCIAL PARTNERS, LLC
CRD 305287
|
DENVER, CO, United States | $308,697,230 | |
|
NEW PERSPECTIVES, INC.
CRD 113925
|
RIDGELAND, MS, United States | $308,681,773 | |
|
CHRONOMETER PARTNERS LP
CRD 339929
|
PITTSBURGH, PA, United States | $308,447,340 | |
|
FINIVI INC.
CRD 292329
|
WESTBOROUGH, MA, United States | $308,429,675 | |
|
BEACON WEALTHCARE LLC
CRD 312556
|
RALEIGH, NC, United States | $308,321,846 | |
|
MERIT FINANCIAL PARTNERS LLC
CRD 141359
|
MASPETH, NY, United States | $308,243,623 | |
|
CARRIAGE SERVICES INVESTMENT ADVISORS, INC.
CRD 164325
|
HOUSTON, TX, United States | $308,215,760 | |
|
COVINGTON & ASSOCIATES, INC.
CRD 113357
|
WESTFIELD, NJ, United States | $308,209,194 | |
|
BROADWAY WEALTH SOLUTIONS, INC.
CRD 291753
|
SAN ANTONIO, TX, United States | $308,050,784 | |
|
TKG ADVISORS, LLC
CRD 168156
|
VALPARAISO, IN, United States | $308,018,184 | |
|
S SQUARED TECHNOLOGY, LLC
CRD 124441
|
$307,986,437 | ||
|
BATTLE INVESTMENT GROUP, LLC
CRD 283292
|
ATLANTA, GA, United States | $307,938,207 | |
|
ALLSQUARE WEALTH MANAGEMENT, LLC
CRD 153591
|
ALBANY, NY, United States | $307,849,658 | |
|
YIM INVESTMENT MANAGEMENT, LLC
CRD 136984
|
HONOLULU, HI, United States | $307,843,396 | |
|
MARATHON WEALTH ADVISORS, LLC
CRD 338006
|
BOSTON, MA, United States | $307,831,128 |