Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LAKE TAHOE WEALTH MANAGEMENT, INC.
CRD 166173
|
FOLSOM, CA, United States | $301,917,008 | |
|
CORE FINANCIAL PARTNERS INC.
CRD 155205
|
EL SEGUNDO, CA, United States | $301,681,828 | |
|
MASSACHUSETTS WEALTH MANAGEMENT, LLC
CRD 160235
|
NORTH ANDOVER, MA, United States | $301,486,276 | |
|
PRAXIS CAPITAL MANAGEMENT LLC
CRD 333052
|
CHICAGO, IL, United States | $301,430,999 | |
|
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC
CRD 333059
|
PROVO, UT, United States | $301,352,937 | |
|
SENESCHAL ADVISORS, LLC
CRD 131618
|
TACOMA, WA, United States | $301,275,190 | |
|
BAC CAPITAL ADVISORS LLC
CRD 116816
|
SEATTLE, WA, United States | $301,249,292 | |
|
PARSOW MANAGEMENT LLC
CRD 160486
|
$301,226,564 | ||
|
FFP WEALTH MANAGEMENT, LLC
CRD 300253
|
COON RAPIDS, MN, United States | $301,108,000 | |
|
KINLOCH CAPITAL, LLC
CRD 300735
|
GLEN ALLEN, VA, United States | $301,100,787 | |
|
CONCORD MANAGEMENT SERVICES, LLC
CRD 292760
|
SUMMIT, NJ, United States | $301,025,697 | |
|
INNOVAHEALTH PARTNERS, LP
CRD 297788
|
NEW YORK, NY, United States | $301,019,528 | |
|
HEADWAY WEALTH LTD
CRD 342947
|
DURHAM, United Kingdom | $301,000,035 | |
|
RETIRABLE INC.
CRD 307472
|
NEW YORK, NY, United States | $300,968,274 | |
|
PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
|
TEMPE, AZ, United States | $300,962,981 | |
|
TRIVENI CAPITAL INVESTMENTS LP
CRD 325802
|
STAMFORD, CT, United States | $300,884,141 | |
|
VITAL WEALTH MANAGEMENT, LLC
CRD 156455
|
ROSEMONT, IL, United States | $300,835,442 | |
|
CASTLE RIDGE ASSET MANAGEMENT LIMITED
CRD 309774
|
TORONTO, ONTARIO, Canada | $300,830,149 | |
|
RESOLUTE CAPITAL, LLC
CRD 304558
|
GREENVILLE, SC, United States | $300,812,330 | |
|
PL3 CAPITAL LP
CRD 331201
|
SUNNY ISLES BEACH, FL, United States | $300,677,000 | |
|
CAUBLE & HARRE WEALTH MANAGEMENT, INC.
CRD 143812
|
ST. LOUIS, MO, United States | $300,624,293 | |
|
TRANSITION FINANCIAL ADVISORS GROUP, LLC
CRD 116089
|
$300,608,995 | ||
|
LIFEINVEST WEALTH MANAGEMENT, LTD
CRD 146966
|
MIAMI, FL, United States | $300,546,854 | |
|
MICA CREEK CAPITAL LLC
CRD 325642
|
STEAMBOAT SPRINGS, CO, United States | $300,507,818 | |
|
PINNACLE CAPITAL MANAGEMENT, LLC
CRD 141661
|
EAST SYRACUSE, NY, United States | $300,471,051 | |
|
WELLSPRING GBL, LLC
CRD 312017
|
NEW YORK, NY, United States | $300,457,407 | |
|
GRETCHEN STANGIER, INC.
CRD 171336
|
CLACKAMAS, OR, United States | $300,433,806 | |
|
SUMMIT PLACE FINANCIAL ADVISORS,LLC
CRD 147984
|
SUMMIT, NJ, United States | $300,404,815 | |
|
WESTWOOD WEALTH MANAGEMENT
CRD 290658
|
LOS ANGELES, CA, United States | $300,390,704 | |
|
CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
|
SCOTTSDALE, AZ, United States | $300,294,005 | |
|
WEALTH ADVISORS NETWORK, INC.
CRD 113836
|
HASTINGS, NE, United States | $300,252,270 | |
|
DEEPWORK CAPITAL, LLC
CRD 314673
|
ORLANDO, FL, United States | $300,228,029 | |
|
KRENSAVAGE ASSET MANAGEMENT, LLC
CRD 168976
|
NEW YORK, NY, United States | $300,227,111 | |
|
CLOUD CAPITAL MANAGEMENT, LLC
CRD 317325
|
SEATTLE, WA, United States | $300,205,177 | |
|
SPRENG CAPITAL MANAGEMENT, INC.
CRD 119902
|
BUCYRUS, OH, United States | $300,205,060 | |
|
OPTIMUM FINANCIAL SERVICES, LLC
CRD 105878
|
JACKSON, MS, United States | $300,193,261 | |
|
GUARDIAN WEALTH ADVISORS, LLC
CRD 143254
|
ST LOUIS PARK, MN, United States | $300,168,163 | |
|
CATHY PARETO AND ASSOCIATES, INC.
CRD 145919
|
CORAL GABLES, FL, United States | $300,132,683 | |
|
BIRCHCREEK WEALTH MANAGEMENT, LLC
CRD 304207
|
MIAMI TOWNSHIP, OH, United States | $300,102,308 | |
|
MONTEREY WEALTH PARTNERS LLC
CRD 172577
|
ATLANTA, GA, United States | $300,100,000 | |
|
DAVID KENNON INCORPORATED
CRD 301130
|
SARASOTA, FL, United States | $300,000,008 | |
|
ALLIANT SECURITIES, INC.
CRD 7726
|
LIBERTY LAKE, WA, United States | $300,000,000 | |
|
CANYON ABF MANAGER LLC
CRD 342110
|
DALLAS, TX, United States | $300,000,000 | |
|
CAPITAL WEST PARTNERS, LLC
CRD 130762
|
TUCSON, AZ, United States | $299,981,160 | |
|
SILVER OAK WEALTH ADVISORS SERVICES, LLC
CRD 291645
|
LOS ANGELES, CA, United States | $299,962,641 | |
|
CIC, LLC
CRD 311969
|
MARCO ISLAND, FL, United States | $299,750,855 | |
|
PANORAMIC CAPITAL, LLC
CRD 153450
|
LARKSPUR, CA, United States | $299,600,000 | |
|
STONECROP WEALTH ADVISORS, LLC
CRD 306486
|
WEST CHESTER, PA, United States | $299,540,652 | |
|
SECURITY FIRST FINANCIAL INC.
CRD 122408
|
SWARTZ CREEK, MI, United States | $299,520,495 | |
|
MANER WEALTH, LLC
CRD 308146
|
LANSING, MI, United States | $299,490,655 |