Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
GIMBAL FINANCIAL, LLC
CRD 159003
|
CARMEL, IN, United States | $290,012,610 | |
|
RETIREMENT PORTFOLIOS, LLC
CRD 330289
|
LAWRENCE, KS, United States | $290,000,000 | |
|
FULL FINANCIAL INC.
CRD 330574
|
$289,963,475 | ||
|
CIFC PRIVATE CREDIT MANAGEMENT LLC
CRD 334020
|
MIAMI, FL, United States | $289,866,588 | |
|
LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
|
LYNCHBURG, VA, United States | $289,830,000 | |
|
POMONA WEALTH MANAGEMENT, LLC
CRD 329171
|
$289,781,487 | ||
|
ORSER CAPITAL MANAGEMENT LLC
CRD 144847
|
SOUTHLAKE, TX, United States | $289,781,292 | |
|
THE LITIGATION FUND MANAGER, LLC
CRD 330517
|
MILL VALLEY, CA, United States | $289,700,597 | |
|
ONE STONE PARTNERS L.L.C.
CRD 163742
|
MIAMI, FL, United States | $289,692,773 | |
|
MONEY MANAGEMENT FINANCIAL SERVICES LLC
CRD 288375
|
MOORESTOWN, NJ, United States | $289,591,779 | |
|
FAYERWEATHER MANAGEMENT, LLC
CRD 187517
|
CAMBRIDGE, MA, United States | $289,588,000 | |
|
HILEY HUNT WEALTH MANAGEMENT, INC.
CRD 164942
|
OMAHA, NE, United States | $289,551,810 | |
|
WATCHTOWER ADVISORS, LP
CRD 299887
|
OLD GREENWICH, CT, United States | $289,471,073 | |
|
FAMILY CFO INC
CRD 127335
|
$289,450,939 | ||
|
GRANT KOEHLER & LEVIN LTD.
CRD 125531
|
$289,350,790 | ||
|
ALCOVA CAPITAL MANAGEMENT LP
CRD 298021
|
NEW YORK, NY, United States | $289,262,311 | |
|
GRADIENT ADVISORS, LLC
CRD 152665
|
ARDEN HILLS, MN, United States | $289,253,282 | |
|
AIFAM GROUP LLC
CRD 158290
|
RYE, NY, United States | $289,165,267 | |
|
AIGA CAPITAL PARTNERS LLC
CRD 311692
|
JERSEY CITY, NJ, United States | $289,162,704 | |
|
CHAMPION HILL LABS, LLC
CRD 323636
|
$289,112,753 | ||
|
ARBA CREDIT MANAGEMENT, L.P.
CRD 304734
|
CONSHOHOCKEN, PA, United States | $289,105,601 | |
|
NORTH STAR ADVISORY GROUP, LLC
CRD 171694
|
BEACHWOOD, OH, United States | $289,101,553 | |
|
GUARDIAN WEALTH MANAGEMENT INC.
CRD 154159
|
PEORIA, IL, United States | $289,077,000 | |
|
PFG PRIVATE WEALTH MANAGEMENT, LLC
CRD 282301
|
LUTZ, FL, United States | $289,039,931 | |
|
IMPACTFOLIO LLC
CRD 291716
|
DENVER, CO, United States | $288,881,574 | |
|
CHATHAM CAPITAL MANAGEMENT, LLC
CRD 160961
|
ATLANTA, GA, United States | $288,850,000 | |
|
POWER INNOVATION PARTNERS, L.P.
CRD 312100
|
NEW YORK, NY, United States | $288,653,128 | |
|
GREENHOUSE WEALTH MANAGEMENT, LLC
CRD 283763
|
WESTPORT, CT, United States | $288,579,995 | |
|
ACADIA INFRASTRUCTURE CAPITAL LP
CRD 326032
|
NEW YORK, NY, United States | $288,563,019 | |
|
YELLOWSTONE CAPITAL PARTNERS US, LLC
CRD 324681
|
GAINESVILLE, FL, United States | $288,558,750 | |
|
PHILIP VONGONTARD, CFA, LLC
CRD 127938
|
ST.LOUIS, MO, United States | $288,549,582 | |
|
GF CAPITAL ASSET ADVISORS, LLC
CRD 160144
|
NEW YORK, NY, United States | $288,484,000 | |
|
FINANCIAL GUIDANCE GROUP, INC.
CRD 108799
|
$288,447,277 | ||
|
HESMER WEALTH MANAGEMENT LLC
CRD 340213
|
$288,419,511 | ||
|
RIDGEPOST CAPITAL ADVISORS, LLC
CRD 314664
|
DALLAS, TX, United States | $288,401,067 | |
|
TRACTION FINANCIAL PARTNERS, LLC
CRD 315215
|
ENCAMPMENT, WY, United States | $288,400,046 | |
|
PALISADE AMERICAS MANAGEMENT LLC
CRD 322412
|
NEW YORK, NY, United States | $288,400,000 | |
|
WORTH ASSET MANAGEMENT, LLC
CRD 166970
|
DALLAS, TX, United States | $288,200,656 | |
|
ECHO WEALTH MANAGEMENT, LLC
CRD 174136
|
PLYMOUTH, MN, United States | $288,189,706 | |
|
INNOVA WEALTH PARTNERS, LLC
CRD 168500
|
NEWTOWN, PA, United States | $288,186,234 | |
|
KANANI ADVISORY GROUP INC.
CRD 288314
|
IRVINE, CA, United States | $288,157,525 | |
|
MOELIS ASSET CATALYST PARTNERS LLC
CRD 327289
|
ST LOUIS, MO, United States | $288,156,391 | |
|
FINANCIAL INDEPENDENCE, LLC
CRD 150515
|
WARWICK, RI, United States | $288,104,032 | |
|
CAPITAL CITIES INVESTMENTS
CRD 116185
|
INDIANAPOLIS, IN, United States | $287,942,391 | |
|
OPTIVISE ADVISORY SERVICES LLC
CRD 301764
|
FRANKLIN, TN, United States | $287,936,257 | |
|
FACTORPOINT PLANNING, LLC
CRD 341229
|
PITTSFORD, NY, United States | $287,933,766 | |
|
SOUTHWEST MONEY MANAGEMENT INC
CRD 109668
|
$287,891,675 | ||
|
GRAND CENTRAL MUSIC, LP
CRD 329208
|
$287,626,184 | ||
|
LIQUID CAPITAL MANAGEMENT LLC
CRD 299577
|
LOS ANGELES, CA, United States | $287,599,449 | |
|
BROADLIGHT CAPITAL MANAGEMENT, LLC
CRD 315015
|
GREENWICH, CT, United States | $287,542,258 |