Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
KACHKOVSKY & FISHER, INC.
CRD 117811
|
SAN DIEGO, CA, United States | $305,078,255 | |
|
PARADIGM FUNDS ADVISOR LLC
CRD 136481
|
ALBANY, NY, United States | $305,061,951 | |
|
OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC
CRD 297976
|
NEW YORK, NY, United States | $305,000,000 | |
|
INTEGRITY WEALTH LLC
CRD 330809
|
EUGENE, OR, United States | $304,822,152 | |
|
TSP INVESTMENT ADVISERS, L.L.C.
CRD 333815
|
CHICAGO, IL, United States | $304,725,000 | |
|
YON DRAKE & ASSOCIATES INC
CRD 111491
|
COLUMBIA, SC, United States | $304,704,711 | |
|
EMC CAPITAL ADVISORS, LLC
CRD 169296
|
BANNOCKBURN, IL, United States | $304,688,109 | |
|
BROADVIEW WEALTH PARTNERS, LLC
CRD 335028
|
BOULDER, CO, United States | $304,671,215 | |
|
BLACK CYPRESS CAPITAL MANAGEMENT, LLC
CRD 151100
|
$304,630,511 | ||
|
FUTURE FINANCES INC
CRD 105190
|
COLUMBUS, OH, United States | $304,621,367 | |
|
LOGICA CAPITAL ADVISERS, LLC
CRD 168906
|
LOS ANGELES, CA, United States | $304,619,172 | |
|
SIMS INVESTMENT MANAGEMENT LLC
CRD 169491
|
CINCINNATI, OH, United States | $304,571,897 | |
|
HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
|
TIMONIUM, MD, United States | $304,505,678 | |
|
NORTHWEST WEALTH ADVISORS, LLC
CRD 327641
|
BELLINGHAM, WA, United States | $304,491,157 | |
|
NAUTILUS ADVISORS LLC
CRD 154169
|
LA JOLLA, CA, United States | $304,291,789 | |
|
VESTMENT FINANCIAL LLC
CRD 168771
|
CHANHASSEN, MN, United States | $304,258,801 | |
|
NORTHERN CAPITAL RETIREMENT SERVICES, INC.
CRD 163327
|
SPOKANE, WA, United States | $304,247,577 | |
|
OAKWOOD CAPITAL, INC.
CRD 112399
|
ST. LOUIS PARK, MN, United States | $304,181,730 | |
|
CODEX CAPITAL ASSET MANAGEMENT, L.L.C.
CRD 309373
|
$304,162,200 | ||
|
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD 118117
|
BOZEMAN, MT, United States | $304,096,440 | |
|
THRYVE WEALTH MANAGEMENT LLC
CRD 335920
|
SANTA BARBARA, CA, United States | $303,985,008 | |
|
COLTRANE ASSET MANAGEMENT, L.P.
CRD 165131
|
NEW YORK, NY, United States | $303,981,025 | |
|
PROVIDER FINANCIAL, INC.
CRD 168964
|
INDIANAPOLIS, IN, United States | $303,974,168 | |
|
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
CRD 144069
|
NEWPORT BEACH, CA, United States | $303,917,192 | |
|
THRIVE RETIREMENT SPECIALISTS L.L.C.
CRD 310289
|
ROYAL OAK, MI, United States | $303,880,397 | |
|
GBC INVESTMENT GROUP LLC
CRD 308511
|
$303,874,000 | ||
|
KEY GROUP MANAGEMENT, INC.
CRD 146054
|
FOUNTAIN HILLS, AZ, United States | $303,800,000 | |
|
BRIGHTWATER ADVISORY, LLC
CRD 169806
|
TAMPA, FL, United States | $303,758,272 | |
|
GUILBAULT CAPITAL LLC
CRD 331160
|
METAIRIE, LA, United States | $303,755,823 | |
|
CEERA INVESTMENTS, LLC
CRD 135179
|
$303,748,023 | ||
|
SIDDHI CAPITAL, LLC
CRD 314493
|
MERIDIAN, ID, United States | $303,667,471 | |
|
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.
CRD 32338
|
HAGATNA, Guam | $303,526,284 | |
|
PENNEY FINANCIAL, LLC
CRD 282084
|
HOUSTON, TX, United States | $303,508,319 | |
|
AMERICAN TRUST INVESTMENT ADVISORS, LLC
CRD 114439
|
LEBANON, NH, United States | $303,477,345 | |
|
CAMPBELL CAPITAL MANAGEMENT INC
CRD 106130
|
MIAMI, FL, United States | $303,336,000 | |
|
INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038
|
RESTON, VA, United States | $303,305,402 | |
|
BECKERMAN INSTITUTIONAL, LLC
CRD 142480
|
OCEAN GROVE, NJ, United States | $303,302,226 | |
|
MISSION VALUE PARTNERS, LLC
CRD 153704
|
NASHVILLE, TN, United States | $303,237,813 | |
|
THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P.
CRD 340501
|
NEW YORK, NY, United States | $303,030,303 | |
|
CLIENTFIRST WEALTH MANAGEMENT, LLC
CRD 120286
|
LITTLE ROCK, AR, United States | $302,840,183 | |
|
ALBANYADVISOR GROUP LLC
CRD 316226
|
ALBANY, NY, United States | $302,795,621 | |
|
BREAKWATER INVESTMENT MANAGEMENT, LLC
CRD 150841
|
SEATTLE, WA, United States | $302,726,806 | |
|
ALETHEA CAPITAL MANAGEMENT, LLC
CRD 156500
|
$302,636,121 | ||
|
MACK INVESTMENT SECURITIES, INC.
CRD 17643
|
NORTHFIELD, IL, United States | $302,589,639 | |
|
UNCONVENTIONAL INVESTOR, LLC
CRD 317333
|
$302,536,599 | ||
|
HARBOUR POINT MANAGEMENT LP
CRD 226521
|
DARIEN, CT, United States | $302,378,686 | |
|
ACCESS FINANCIAL GROUP, INC.
CRD 33065
|
CHICAGO, IL, United States | $302,333,577 | |
|
SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823
|
EXTON, PA, United States | $302,322,937 | |
|
CYPRESS INVESTMENT MANAGEMENT, LLC
CRD 327810
|
OAKBROOK TERRACE, IL, United States | $302,200,000 | |
|
FAI ADVISORS, INC.
CRD 122132
|
FARMINGTON HILLS, MI, United States | $302,044,135 |