Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PALM VALLEY CAPITAL MANAGEMENT LLC
CRD 299896
|
JACKSONVILLE BEACH, FL, United States | $281,574,433 | |
|
TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452
|
ST. LOUIS, MO, United States | $281,549,235 | |
|
SUCCESSFUL PORTFOLIOS LLC
CRD 152429
|
CLEARWATER, FL, United States | $281,529,332 | |
|
FORTITUDE FINANCIAL LLC
CRD 313235
|
SPOKANE, WA, United States | $281,502,728 | |
|
BENNINGTON FINANCIAL PLANNING GROUP
CRD 116302
|
BENNINGTON, VT, United States | $281,490,701 | |
|
BROOKLINE INVESTMENTS, INC.
CRD 109239
|
BIRMINGHAM, AL, United States | $281,468,586 | |
|
NEW VINTAGE PARTNERS LLC
CRD 327559
|
NEW YORK, NY, United States | $281,466,788 | |
|
GPM GROWTH INVESTORS, INC.
CRD 107645
|
BLOOMFIELD HILLS, MI, United States | $281,313,485 | |
|
MILLER AVENUE ADVISORS LLC
CRD 313523
|
MILL VALLEY, CA, United States | $281,245,132 | |
|
SMITH ASSET MANAGEMENT CO., LLC
CRD 127684
|
CHIEFLAND, FL, United States | $281,212,631 | |
|
RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
|
MYRTLE BEACH, SC, United States | $280,977,751 | |
|
RCS FINANCIAL PLANNING, LLC
CRD 291678
|
ANNAPOLIS, MD, United States | $280,955,416 | |
|
WMS ADVISORS, LLC
CRD 122224
|
CHARLOTTE, NC, United States | $280,924,601 | |
|
SEVEN HILLS FINANCIAL, LLC
CRD 143190
|
TALLAHASSEE, FL, United States | $280,921,678 | |
|
PLUSTICK MANAGEMENT LLC
CRD 173707
|
CHARLOTTESVILLE, VA, United States | $280,836,615 | |
|
HARLAN CAPITAL PARTNERS LLC
CRD 163718
|
PALM BEACH, FL, United States | $280,783,338 | |
|
WORTH FINANCIAL ADVISORY GROUP, LLC
CRD 156564
|
CHARLOTTE, NC, United States | $280,745,134 | |
|
MINK BROOK ASSET MANAGEMENT LLC
CRD 302093
|
$280,675,956 | ||
|
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
CRD 134076
|
$280,368,909 | ||
|
FF ADVISORS, LLC
CRD 316723
|
MANHATTAN BEACH, CA, United States | $280,311,416 | |
|
TIMBERCHASE FINANCIAL, LLC
CRD 131205
|
HOMEWOOD, AL, United States | $280,224,237 | |
|
DBS INVESTMENT ADVISERS, LLC
CRD 123283
|
BAY CITY, MI, United States | $280,177,315 | |
|
IRIDIAN ASSET MANAGEMENT LLC
CRD 104550
|
$280,161,820 | ||
|
FARROW FINANCIAL INC
CRD 110526
|
SOUTH BURLINGTON, VT, United States | $280,146,758 | |
|
WWM ADVISORY INC.
CRD 133611
|
CULVER CITY, CA, United States | $280,121,846 | |
|
ROCKINGSTONE ADVISORS LLC
CRD 149592
|
GREAT BARRINGTON, MA, United States | $280,098,256 | |
|
VICTUS CAPTIAL WEALTH, LLC
CRD 154899
|
SANTA MONICA, CA, United States | $280,066,182 | |
|
WILLOW CREEK CAPITAL MANAGEMENT, INC.
CRD 333911
|
MISSOULA, MT, United States | $280,030,435 | |
|
FATHOM POINT CAPITAL LLC
CRD 339729
|
SAN FRANCISCO, CA, United States | $280,000,000 | |
|
CONQUIS FINANCIAL LLC
CRD 319579
|
MILLBRAE, CA, United States | $279,971,014 | |
|
ARG PRIVATE WEALTH, LLC
CRD 336183
|
CINCINNATI, OH, United States | $279,970,726 | |
|
PALADIN ADVISORY GROUP, LLC
CRD 285303
|
CLIVE, IA, United States | $279,780,412 | |
|
PERRITT CAPITAL MANAGEMENT INC
CRD 111623
|
CHICAGO, IL, United States | $279,769,287 | |
|
FAITH INVESTOR SERVICES LLC
CRD 313337
|
SCOTTSDALE, AZ, United States | $279,720,172 | |
|
MCBREARTY CAPITAL MANAGEMENT INC
CRD 108972
|
KNOXVILLE, TN, United States | $279,700,170 | |
|
TANDEM CAPITAL MANAGEMENT CORP
CRD 107856
|
WOODCLIFF LAKE, NJ, United States | $279,681,162 | |
|
AVATAR CAPITAL MANAGEMENT LLC
CRD 330793
|
SEATTLE, WA, United States | $279,640,377 | |
|
GOLDSTEIN CAPITAL CORP.
CRD 126146
|
$279,627,436 | ||
|
MEMBERS WEALTH LLC
CRD 323778
|
MEDIA, PA, United States | $279,553,593 | |
|
NUCLEO CAPITAL LTDA.
CRD 287719
|
SAO PAULO, SP, Brazil | $279,537,356 | |
|
CRF FINANCIAL GROUP
CRD 127388
|
INDIANAPOLIS, IN, United States | $279,481,430 | |
|
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063
|
DENVER, CO, United States | $279,455,572 | |
|
MOSLEY WEALTH MANAGEMENT, INC.
CRD 318592
|
ANAHEIM, CA, United States | $279,450,769 | |
|
AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD 115559
|
NEW YORK, NY, United States | $279,394,820 | |
|
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
CRD 301331
|
LOS ANGELES, CA, United States | $279,325,049 | |
|
PATHWORKS FINANCIAL, INC.
CRD 138393
|
NOVI, MI, United States | $279,258,481 | |
|
WELLS FINANCIAL ADVISORS, INC.
CRD 125209
|
FRAMINGHAM, MA, United States | $279,258,283 | |
|
EUREKA EQUITY PARTNERS, L.P.
CRD 159236
|
PHILADELPHIA, PA, United States | $279,247,111 | |
|
KURV INVESTMENT MANAGEMENT LLC
CRD 323149
|
SAN FRANCISCO, CA, United States | $279,214,543 | |
|
DWM FINANCIAL GROUP, INC.
CRD 111594
|
PALATINE, IL, United States | $279,209,017 |