Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
TRITONPOINT PARTNERS, LLC
CRD 333259
|
CHEVY CHASE, MD, United States | $286,475,355 | |
|
BAU ADVISORS LLC
CRD 301667
|
MIAMI, FL, United States | $286,466,780 | |
|
FIG WEALTH, LLC
CRD 318369
|
LAFAYETTE, CA, United States | $286,458,930 | |
|
JIM SAULNIER & ASSOCIATES, LLC
CRD 169889
|
FORT COLLINS, CO, United States | $286,384,613 | |
|
SHAKER FINANCIAL SERVICES, LLC
CRD 121534
|
ANNAPOLIS, MD, United States | $286,320,400 | |
|
LEHRER KENNETH EUGENE DR
CRD 105835
|
HOUSTON, TX, United States | $286,300,000 | |
|
SCHULHOFF & CO INC
CRD 105264
|
CINCINNATI, OH, United States | $286,285,816 | |
|
RPC PRIVATE WEALTH, LLC
CRD 298527
|
HINSDALE, IL, United States | $286,257,766 | |
|
JLENS
CRD 331778
|
NEW YORK, NY, United States | $286,230,148 | |
|
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
CRD 326421
|
CLEARWATER, FL, United States | $286,055,234 | |
|
SYNCHRONOUS WEALTH ADVISORS LLC
CRD 317161
|
$286,055,158 | ||
|
LOTUSGROUP ADVISORS, LLC
CRD 143379
|
DENVER, CO, United States | $286,036,049 | |
|
PRESTON WEALTH ADVISORS, LLC.
CRD 165983
|
RESTON, VA, United States | $285,980,470 | |
|
WESBANCO SECURITIES, INC.
CRD 43276
|
ST CLAIRSVILLE, OH, United States | $285,875,773 | |
|
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC
CRD 336187
|
RENO, NV, United States | $285,849,290 | |
|
FINANCIAL FORUM, INC.
CRD 307740
|
SPOKANE, WA, United States | $285,773,471 | |
|
GRIDIRON PARTNERS, LLC
CRD 300920
|
WEXFORD, PA, United States | $285,750,950 | |
|
RIVERCREST CAPITAL MANAGEMENT LLC
CRD 284911
|
FORT WORTH, TX, United States | $285,739,645 | |
|
OMNISTAR FINANCIAL GROUP, INC.
CRD 138515
|
WILMINGTON, NC, United States | $285,730,273 | |
|
GOLD MEDAL WATERS, INC.
CRD 132294
|
$285,639,406 | ||
|
EDEN GLOBAL ADVISORS LLC
CRD 317761
|
NEW YORK, NY, United States | $285,616,776 | |
|
INTEGRITY WEALTH ADVISORS, INC.
CRD 281708
|
VENTURA, CA, United States | $285,486,435 | |
|
THE PALMER KNIGHT COMPANY
CRD 112983
|
JACKSONVILLE, FL, United States | $285,424,542 | |
|
FINGERLAKES WEALTH MANAGEMENT, INC.
CRD 149709
|
ITHACA, NY, United States | $285,398,000 | |
|
AYRSHIRE CAPITAL MANAGEMENT LLC
CRD 157883
|
WESTPORT, CT, United States | $285,051,675 | |
|
OAKTRUST WEALTH ADVISORS, LLC
CRD 170827
|
$285,034,723 | ||
|
TENCAP WEALTH COACHING, LLC
CRD 166130
|
SOUTH JORDAN, UT, United States | $285,025,351 | |
|
PANDORA WEALTH, INC.
CRD 331816
|
LAS VEGAS, NV, United States | $285,001,611 | |
|
MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
|
BLOOMINGTON, IN, United States | $285,000,000 | |
|
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD 138433
|
BEAVERTON, OR, United States | $284,854,509 | |
|
PEARSON CREEK CAPITAL MANAGEMENT LLC
CRD 160354
|
CHICAGO, IL, United States | $284,808,278 | |
|
CAPITAL FINANCIAL PLANNERS, LLC
CRD 310168
|
SALEM, OR, United States | $284,756,786 | |
|
KANE COMPANY WEALTH MANAGEMENT, INC.
CRD 115756
|
JOHNSTON, IA, United States | $284,748,782 | |
|
OAK ADVISORS, LLC
CRD 137192
|
BLUFFTON, SC, United States | $284,739,465 | |
|
CORNERSTONE WEALTH, LLC
CRD 313269
|
GREENEVILLE, TN, United States | $284,685,934 | |
|
OATH PLANNING, LLC
CRD 299187
|
TULSA, OK, United States | $284,681,416 | |
|
MARTIN D. PARLATO & ASSOCIATES, INC.
CRD 147403
|
PONTE VEDRA, FL, United States | $284,640,031 | |
|
SOUND STEWARDSHIP, LLC
CRD 129755
|
OVERLAND PARK, KS, United States | $284,618,866 | |
|
OPEN WINDOW FINANCIAL SOLUTIONS, LTD.
CRD 131562
|
RENO, NV, United States | $284,403,489 | |
|
FULL IN PARTNERS MANAGEMENT, LLC
CRD 309967
|
NEW YORK, NY, United States | $284,376,839 | |
|
MAXWELL STREET CAPITAL PARTNERS, LP
CRD 329585
|
EVANSTON, IL, United States | $284,297,177 | |
|
BENNINGFIELD FINANCIAL ADVISORS, LLC
CRD 134950
|
SAN FRANCISCO, CA, United States | $284,296,156 | |
|
DEMIAN CAPITAL
CRD 288137
|
$284,281,884 | ||
|
PAUL J. GLASHOFER ENTERPRISES, INC.
CRD 146262
|
$284,265,000 | ||
|
MOMENTUS MANAGER LLC
CRD 324068
|
ARLINGTON, VA, United States | $284,262,453 | |
|
THE FOUNDRY FINANCIAL GROUP, INC.
CRD 116823
|
LACONIA, NH, United States | $284,214,253 | |
|
FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
|
EVANSVILLE, IN, United States | $284,181,959 | |
|
SMITH, BROWN & GROOVER, INC.
CRD 1329
|
MACON, GA, United States | $284,162,648 | |
|
PENINSULA ASSET MANAGEMENT INC
CRD 108600
|
BRADENTON, FL, United States | $284,122,060 | |
|
CANE CAPITAL PARTNERS, LLC
CRD 337468
|
SAINT FRANCISVILLE, LA, United States | $284,109,433 |