Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PRIVATE PORTFOLIOS, INC.
CRD 111905
|
SAN MATEO, CA, United States | $293,473,879 | |
|
TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
|
BLOOMINGTON, MN, United States | $293,422,543 | |
|
TATE WEALTH MANAGEMENT
CRD 120938
|
SACRAMENTO, CA, United States | $293,356,007 | |
|
FIDUCIARY FINANCIAL PARTNERS, LLC
CRD 156389
|
NAPERVILLE, IL, United States | $293,317,145 | |
|
PELKONEN AND ASSOCIATES LLC
CRD 305933
|
MELVILLE, NY, United States | $293,299,775 | |
|
GREENWICH ADVISORS, LLC
CRD 165892
|
GREENWICH, CT, United States | $293,191,795 | |
|
MASTERTON CAPITAL MANAGEMENT, LP
CRD 308917
|
NEW YORK, NY, United States | $293,137,186 | |
|
22V ASSET MANAGEMENT LLC
CRD 323898
|
NEW YORK, NY, United States | $292,984,056 | |
|
BLUEPRINT PARTNERS LLC
CRD 312902
|
TRAVERSE CITY, MI, United States | $292,909,441 | |
|
KILTERHOWLING LLC
CRD 169684
|
BOULDER, CO, United States | $292,860,794 | |
|
RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.
CRD 162268
|
ANN ARBOR, MI, United States | $292,688,976 | |
|
HEMMING& WEALTH MANAGEMENT, INC.
CRD 300918
|
TRAVERSE CITY, MI, United States | $292,580,381 | |
|
WHITEBARK INVESTORS LP
CRD 331803
|
INCLINE VILLAGE, NV, United States | $292,445,448 | |
|
HAMILTON ROBINSON LLC
CRD 162590
|
STAMFORD, CT, United States | $292,350,000 | |
|
CORNERSTONE FINANCIAL GROUP,LLC
CRD 129246
|
OMAHA, NE, United States | $292,238,045 | |
|
EC VENTURES V LLC
CRD 340444
|
COLORADO SPRINGS, CO, United States | $292,181,992 | |
|
LUKEN INVESTMENT ANALYTICS, LLC
CRD 169008
|
BRENTWOOD, TN, United States | $292,155,933 | |
|
APEX STRATEGIC WEALTH, LLC
CRD 308569
|
CHATTANOOGA, TN, United States | $292,139,662 | |
|
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
CRD 309710
|
HENDERSON, NV, United States | $292,084,297 | |
|
SAYBROOK WEALTH GROUP, INC.
CRD 317867
|
OLD SAYBROOK, CT, United States | $292,082,832 | |
|
SEMPOLINSKI, WILLIAM JOHN
CRD 338120
|
EASTON, MA, United States | $292,000,000 | |
|
EFINANCIAL ALLIANCE, LLC
CRD 161352
|
FRANKLIN, TN, United States | $291,884,556 | |
|
JMN FINANCIAL, LLC
CRD 316673
|
$291,796,694 | ||
|
LONG ISLAND WEALTH MANAGEMENT, INC.
CRD 173363
|
$291,674,579 | ||
|
MADDEN ADVISORY SERVICES, INC.
CRD 112607
|
JACKSONVILLE, FL, United States | $291,665,578 | |
|
DUDLEY CAPITAL MANAGEMENT LLC
CRD 282958
|
MIDDLEBURG, VA, United States | $291,664,828 | |
|
MCNAUGHTON WEALTH MANAGEMENT, LLC
CRD 300330
|
SAN DIEGO, CA, United States | $291,623,458 | |
|
HATCH COVE CAPITAL, LLC
CRD 324472
|
$291,516,279 | ||
|
SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632
|
SISTER BAY, WI, United States | $291,512,235 | |
|
TPG ADVISORS LLC
CRD 298496
|
NORTHFIELD, IL, United States | $291,461,254 | |
|
MILLINGTON FINANCIAL ADVISORS, LLC
CRD 156315
|
NAPERVILLE, IL, United States | $291,381,313 | |
|
THIRD EYE CAPITAL MANAGEMENT, LLC
CRD 287819
|
MIAMI BEACH, FL, United States | $291,295,000 | |
|
THE ELLERSON GROUP INC
CRD 106658
|
ANNAPOLIS, MD, United States | $291,170,948 | |
|
KESTREL PARTNERS LLP
CRD 226573
|
LONDON, United Kingdom | $291,045,486 | |
|
IDIRECT PRIVATE CREDIT ADVISORS LLC
CRD 333824
|
NEW YORK, NY, United States | $290,944,474 | |
|
EPIQ PARTNERS, LLC
CRD 165139
|
MINNEAPOLIS, MN, United States | $290,914,339 | |
|
GROWTH BEVERAGE GROUP, LP
CRD 325508
|
CHICAGO, IL, United States | $290,882,341 | |
|
VIVID WEALTH MANAGEMENT, LLC
CRD 322974
|
WEST DES MOINES, IA, United States | $290,878,048 | |
|
FLOWERING TREE INVESTMENT MANAGEMENT PTE. LTD.
CRD 159747
|
SINGAPORE, Singapore | $290,839,685 | |
|
NEW RHEIN HEALTHCARE INVESTORS LLC
CRD 300842
|
PHILADELPHIA, PA, United States | $290,799,696 | |
|
ACCRETIVE WEALTH MANAGEMENT, LLC
CRD 164341
|
SAN RAMON, CA, United States | $290,666,725 | |
|
LEIGH BALDWIN & CO., LLC
CRD 38751
|
CAZENOVIA, NY, United States | $290,629,757 | |
|
LOCKSHIELD PARTNERS, INC.
CRD 175433
|
GLASGOW, KY, United States | $290,617,759 | |
|
BIRKS FINANCIAL CORP.
CRD 118623
|
HERNDON, VA, United States | $290,615,081 | |
|
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD 106410
|
RADNOR, PA, United States | $290,498,677 | |
|
MARTIN CAPITAL PARTNERS, LLC
CRD 153452
|
EUGENE, OR, United States | $290,481,718 | |
|
HMOUNT ASSET MANAGEMENT (HK) LIMITED
CRD 305937
|
HONG KONG, Hong Kong | $290,474,457 | |
|
AVALON ADVISORY GROUP LLC
CRD 297090
|
WEXFORD, PA, United States | $290,263,807 | |
|
M&B INVESTMENT ADVISORS, LLC
CRD 154255
|
CINCINNATI, OH, United States | $290,225,013 | |
|
FOX HILL WEALTH MANAGEMENT
CRD 321881
|
DEDHAM, MA, United States | $290,160,485 |