Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
GENERATIONS WEALTH, LLC
CRD 173352
|
CINCINNATI, OH, United States | $307,757,115 | |
|
GENTRY PRIVATE WEALTH, LLC
CRD 323208
|
WICHITA, KS, United States | $307,748,295 | |
|
GROVE MOUNTAIN PARTNERS, LLC
CRD 322303
|
ATLANTA, GA, United States | $307,744,600 | |
|
COMPASS WEALTH MANAGEMENT, LLC
CRD 156482
|
ATLANTA, GA, United States | $307,703,917 | |
|
HOLLAND ADVISORY SERVICES, INC.
CRD 136302
|
ORMOND BEACH, FL, United States | $307,659,373 | |
|
DOMA PERPETUAL CAPITAL MANAGEMENT LLC
CRD 321046
|
MIAMI, FL, United States | $307,649,123 | |
|
PREPARED RETIREMENT INSTITUTE LLC
CRD 309663
|
MONTGOMERYVILLE, PA, United States | $307,554,271 | |
|
DUNBAR ASSOCIATES, LLC
CRD 323134
|
MONROE, CT, United States | $307,487,000 | |
|
COMMONS CAPITAL, LLC
CRD 165738
|
NEEDHAM, MA, United States | $307,403,881 | |
|
EASTBAY ASSET MANAGEMENT, LLC
CRD 166947
|
$307,399,647 | ||
|
COPLEY INVESTMENT MANAGEMENT, LLC
CRD 118014
|
$307,338,121 | ||
|
SYMPHONY TECHNOLOGY GROUP, LLC
CRD 160676
|
MENLO PARK, CA, United States | $307,319,280 | |
|
SILVERPEAK REAL ESTATE PARTNERS L.P.
CRD 156018
|
NEW YORK, NY, United States | $307,100,000 | |
|
KEVIN M. GIBNEY AND COMPANY, LLC
CRD 151879
|
ISELIN, NJ, United States | $306,917,848 | |
|
N10 ASSETS, LLC.
CRD 342185
|
GREENWICH, CT, United States | $306,876,934 | |
|
SPECTRA INVESTMENT MANAGEMENT, LLC
CRD 288145
|
STUART, FL, United States | $306,845,292 | |
|
FENWAY PARTNERS, LLC
CRD 160630
|
WESTERLY, RI, United States | $306,800,000 | |
|
ONE WEALTH CAPITAL MANAGEMENT, LLC
CRD 331395
|
SCOTTSDALE, AZ, United States | $306,795,078 | |
|
CRAFT & SAGE WEALTH, LLC
CRD 323565
|
KANSAS CITY, MO, United States | $306,774,409 | |
|
OXFORD SQUARE MANAGEMENT, LLC
CRD 127888
|
GREENWICH, CT, United States | $306,739,111 | |
|
EKANTA WEALTH ADVISORS LLC
CRD 282031
|
COCONUT GROVE, FL, United States | $306,677,491 | |
|
GFG WEALTH, LLC
CRD 331977
|
ORLANDO, FL, United States | $306,638,684 | |
|
HERITAGE ASSET ADVISORS LTD., LLP
CRD 144125
|
$306,593,684 | ||
|
BEXIL ADVISERS LLC
CRD 154387
|
WALPOLE, NH, United States | $306,578,137 | |
|
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD 329575
|
POWAY, CA, United States | $306,337,273 | |
|
BISON CAPITAL GROUP, LLC
CRD 315170
|
EDMOND, OK, United States | $306,169,426 | |
|
MCALLISTER CAPITAL MANAGEMENT CORPORATION
CRD 115613
|
JACKSON, MS, United States | $306,161,569 | |
|
MCG ADVISORS LLC
CRD 342252
|
RYE, NH, United States | $306,153,730 | |
|
FIDELIS IM, LLC
CRD 162985
|
MEDFORD, OR, United States | $306,143,151 | |
|
MARNELL MANAGEMENT LLC
CRD 284918
|
FARMINGTON HILLS, MI, United States | $306,132,857 | |
|
ONEAMERICA SECURITIES, INC.
CRD 4173
|
INDIANAPOLIS, IN, United States | $306,108,437 | |
|
HANCOCK WHITNEY INVESTMENT SERVICES INC.
CRD 40637
|
NEW ORLEANS, LA, United States | $306,052,831 | |
|
TAVIRA FINANCIAL LIMITED
CRD 299666
|
LONDON, ENGLAND, United Kingdom | $305,906,714 | |
|
HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD 170839
|
FISHERS, IN, United States | $305,773,253 | |
|
FINER WEALTH MANAGEMENT, INC.
CRD 129987
|
SALEM, MA, United States | $305,764,188 | |
|
MOUNTAINEER PARTNERS MANAGEMENT, LLC
CRD 163089
|
NEW YORK, NY, United States | $305,735,762 | |
|
SOUND CAPITAL SOLUTIONS LLC
CRD 311034
|
$305,731,458 | ||
|
WINANS INTERNATIONAL
CRD 107125
|
LAS VEGAS, NV, United States | $305,600,000 | |
|
VARRA WEALTH MANAGEMENT LLC
CRD 324044
|
LOUISVILLE, CO, United States | $305,597,234 | |
|
JOEL ADAMS AND ASSOCIATES INC.
CRD 319379
|
ASHEVILLE, NC, United States | $305,575,796 | |
|
LWEALTH, LLC
CRD 152253
|
DALLAS, TX, United States | $305,538,403 | |
|
ADALTA CAPITAL MANAGEMENT LLC
CRD 283771
|
NEW YORK, NY, United States | $305,531,576 | |
|
MORTON WEALTH ADVISORS
CRD 142912
|
DANVERS, MA, United States | $305,528,265 | |
|
VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
|
CHARLESTON, SC, United States | $305,524,532 | |
|
KEELER THOMAS MANAGEMENT LLC
CRD 109522
|
OREM, UT, United States | $305,501,290 | |
|
ROCKWALL WEALTH MANAGEMENT INC
CRD 339856
|
ROCKWALL, TX, United States | $305,459,947 | |
|
STABLEFORD CAPITAL LLC
CRD 173383
|
SCOTTSDALE, AZ, United States | $305,316,552 | |
|
NEXTBIO CAPITAL MANAGEMENT LP
CRD 332920
|
AUSTIN, TX, United States | $305,214,283 | |
|
CLARUS WEALTH ADVISORS, LLC
CRD 281160
|
PEORIA, AZ, United States | $305,202,024 | |
|
RETIREMENT CAPITAL STRATEGIES, INC.
CRD 139009
|
SAN JOSE, CA, United States | $305,157,069 |