Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BESPOKE ADVISORY LLC
CRD 323909
|
EVERGREEN, CO, United States | $284,040,176 | |
|
HOLDER WEALTH MANAGEMENT, INC.
CRD 170086
|
CHAMPAIGN, IL, United States | $283,971,000 | |
|
M2G VENTURES LLC
CRD 322399
|
FORT WORTH, TX, United States | $283,968,782 | |
|
GRIFFIN FAMILY PARTNERS, LLC
CRD 285042
|
$283,947,501 | ||
|
VITAL INVESTMENT MANAGEMENT LLC
CRD 300811
|
LOVELAND, CO, United States | $283,940,978 | |
|
CAPITALWORKS, LLC
CRD 160408
|
CLEVELAND, OH, United States | $283,933,229 | |
|
DARWINS RIVER CAPITAL, LP
CRD 334878
|
NEW YORK, NY, United States | $283,835,000 | |
|
EDEN CAPITAL MANAGEMENT LLC
CRD 290418
|
NEW YORK, NY, United States | $283,762,599 | |
|
FDI WEALTH MANAGEMENT, LLC
CRD 292050
|
MIAMI, FL, United States | $283,751,761 | |
|
KAIZEN FINANCIAL ADVISORS, LLC
CRD 155353
|
KIRKLAND, WA, United States | $283,685,763 | |
|
LEGACY INVESTMENT SOLUTIONS, LLC
CRD 322695
|
BOISE, ID, United States | $283,664,860 | |
|
HESEN & HASLAM, LLC
CRD 286235
|
WOODLAND HILLS, CA, United States | $283,659,028 | |
|
PRIDEROCK FUND MANAGEMENT PARTNERS, LLC
CRD 297635
|
PALM BEACH GARDENS, FL, United States | $283,609,147 | |
|
VERISAIL PARTNERS, LLC
CRD 153751
|
CHAMBLEE, GA, United States | $283,605,000 | |
|
DAUNTLESS CAPITAL PARTNERS LLC
CRD 322380
|
HOUSTON, TX, United States | $283,486,947 | |
|
ZOE FINANCIAL, INC.
CRD 285158
|
NEW YORK, NY, United States | $283,473,191 | |
|
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
CRD 295339
|
SAN DIEGO, CA, United States | $283,430,027 | |
|
POM INVESTMENT STRATEGIES, LLC
CRD 317067
|
RALEIGH, NC, United States | $283,345,420 | |
|
VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD 151425
|
LAKE OSWEGO, OR, United States | $283,324,092 | |
|
RAMIAH INVESTMENT GROUP, INC.
CRD 130919
|
BROOKFIELD, WI, United States | $283,307,890 | |
|
STONEBRIDGE WEALTH MANAGEMENT LLC
CRD 285693
|
OAK BROOK, IL, United States | $283,279,167 | |
|
MODUM ASSET MANAGEMENT LLC
CRD 316200
|
MEXICO CITY, Mexico | $283,243,767 | |
|
BERKSHIRE CAPITAL HOLDINGS INC
CRD 107175
|
$283,025,954 | ||
|
CHRIS BULMAN INC.
CRD 313552
|
ROSEVILLE, CA, United States | $283,014,568 | |
|
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC
CRD 327151
|
ARMONK, NY, United States | $283,000,000 | |
|
FIG CAPITAL MANAGEMENT, LLC
CRD 290099
|
JACKSONVILLE, FL, United States | $282,999,682 | |
|
COVINGTONALSINA, LLC
CRD 326810
|
JACKSONVILLE, FL, United States | $282,930,732 | |
|
COOPER CAPITAL ADVISORS, LLC
CRD 305121
|
ENCINITAS, CA, United States | $282,869,837 | |
|
EJMK VENTURES LLC
CRD 335762
|
ITASCA, IL, United States | $282,822,771 | |
|
TRILINC ADVISORS, LLC
CRD 166194
|
MANHATTAN BEACH, CA, United States | $282,803,356 | |
|
OAKTREE ADVISORS LLC
CRD 168271
|
COOPERSBURG, PA, United States | $282,764,728 | |
|
WEST HORIZON CAPITAL, LLC
CRD 337734
|
PRINCETON, NJ, United States | $282,757,021 | |
|
CYPRESS WEALTH MANAGEMENT, LLC
CRD 324524
|
OAKBROOK TERRACE, IL, United States | $282,700,000 | |
|
KINGSBRIDGE INVESTMENT PARTNERS LLC
CRD 336502
|
LAS VEGAS, NV, United States | $282,532,231 | |
|
BEAR CREEK FUND ADVISORS LLC
CRD 329844
|
DENVER, CO, United States | $282,522,030 | |
|
FCIG WEALTH MANAGEMENT, LLC
CRD 329906
|
PLAINFIELD, CT, United States | $282,480,387 | |
|
COMPASS FINANCIAL ADVISORS LLC
CRD 109131
|
FORT WAYNE, IN, United States | $282,474,625 | |
|
HOERTKORN RICHARD CHARLES
CRD 104649
|
KENTFIELD, CA, United States | $282,468,089 | |
|
THE ABBIT MANAGEMENT CORP
CRD 110507
|
GRAND HAVEN, MI, United States | $282,395,807 | |
|
BEATRICE ADVISORS LP
CRD 332668
|
NEW YORK, NY, United States | $282,319,530 | |
|
CARTER FINANCIAL, LLC
CRD 298327
|
LA JOLLA, CA, United States | $282,293,248 | |
|
STOLZ & ASSOCIATES, PS
CRD 117216
|
TACOMA, WA, United States | $282,195,649 | |
|
PELOTON CAPITAL MANAGEMENT
CRD 109775
|
INDIANAPOLIS, IN, United States | $281,997,605 | |
|
HMS CAPITAL MANAGEMENT, LLC
CRD 149764
|
NASHVILLE, TN, United States | $281,932,427 | |
|
FOUNDERS CAPITAL MANAGEMENT INC
CRD 111164
|
HOUSTON, TX, United States | $281,799,207 | |
|
CARUSO MCLEAN & CO., INC.
CRD 126084
|
UTICA, NY, United States | $281,766,347 | |
|
BANYAN CAPITAL MANAGEMENT, INC.
CRD 108123
|
ATLANTA, GA, United States | $281,738,620 | |
|
COPPERLEAF CAPITAL, LLC
CRD 117823
|
CLOVER, SC, United States | $281,643,647 | |
|
SANDBRIDGE INVESTMENT MANAGEMENT, LLC
CRD 169112
|
LOS ANGELES, CA, United States | $281,608,083 | |
|
B.A. SCHROCK WEALTH MANAGEMENT, INC.
CRD 304694
|
WADSWORTH, OH, United States | $281,583,977 |