Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PONTEM INVESTMENT MANAGEMENT COMPANY
CRD 330449
|
HOUSTON, TX, United States | $279,146,000 | |
|
KINTAYL CAPITAL LP
CRD 331471
|
NEW YORK, NY, United States | $279,099,659 | |
|
SCHLEGEL DUNN LLC
CRD 337990
|
PLANO, TX, United States | $279,073,436 | |
|
COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
|
SALT LAKE CITY, UT, United States | $278,976,451 | |
|
HORIZON FAMILY WEALTH, INC.
CRD 315484
|
CHICAGO, IL, United States | $278,813,453 | |
|
FS TACTICAL ADVISOR, LLC
CRD 300214
|
PHILADELPHIA, PA, United States | $278,809,900 | |
|
LOBSCOUSER II, LLC
CRD 282953
|
ST. LOUIS, MO, United States | $278,766,890 | |
|
STILWELL VALUE LLC
CRD 160697
|
NEW YORK, NY, United States | $278,729,034 | |
|
MILLENNIAL WEALTH LLC
CRD 289970
|
FALL CITY, WA, United States | $278,715,447 | |
|
SUPERBLOOM PARTNERS MANAGEMENT LLC
CRD 330218
|
VENICE, CA, United States | $278,688,225 | |
|
HOLISTIC WEALTH ADVISORS
CRD 332918
|
CLIFTON PARK, NY, United States | $278,674,280 | |
|
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC
CRD 168215
|
PHOENIXVILLE, PA, United States | $278,557,328 | |
|
VERITY WEALTH ADVISORS, LLC
CRD 126742
|
SAUSALITO, CA, United States | $278,532,127 | |
|
WEALTH ADVISORS GROUP, LLC
CRD 291648
|
CORALVILLE, IA, United States | $278,484,000 | |
|
FORT HENRY CAPITAL, LLC
CRD 168695
|
WHEELING, WV, United States | $278,481,087 | |
|
LEXINGTON HILL PARTNERS, LLC
CRD 301810
|
DALLAS, TX, United States | $278,437,717 | |
|
EDENBROOK CAPITAL, LLC
CRD 283465
|
MOUNT KISCO, NY, United States | $278,327,572 | |
|
GUARDIAN ASSET ADVISORS, LLC
CRD 144958
|
MECHANICSBURG, PA, United States | $278,314,238 | |
|
INTERNATIONAL MONEY MATTERS PRIVATE LIMITED
CRD 329433
|
BENGALURU, KARNATAKA, India | $278,307,720 | |
|
BEACON CAPITAL, LLC
CRD 286316
|
CEDAR RAPIDS, IA, United States | $278,297,015 | |
|
BEACON WEALTH CONSULTANTS, INC.
CRD 154939
|
ROANOKE, VA, United States | $278,261,194 | |
|
CITADEL INVESTMENT ADVISORY INC
CRD 110540
|
$278,251,133 | ||
|
IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
|
BOSTON, MA, United States | $278,157,501 | |
|
FRIEDLANDER, BRENDA S
CRD 127746
|
SAN RAFAEL, CA, United States | $278,056,086 | |
|
FUTURE POSITIVE MANAGEMENT, L.L.C.
CRD 309644
|
NEW YORK, NY, United States | $278,042,556 | |
|
FIRST FINANCIAL ADVISORY SERVICES INC
CRD 105031
|
WESTERLY, RI, United States | $278,038,908 | |
|
FORONJY FINANCIAL LLC
CRD 332380
|
SANTA BARBARA, CA, United States | $278,028,743 | |
|
MIDTOWN INVESTMENT ADVISORS LLC
CRD 316137
|
MIAMI, FL, United States | $278,021,328 | |
|
ACCORDANT ADVISORY GROUP, INC.
CRD 117474
|
ANNAPOLIS, MD, United States | $277,973,372 | |
|
AUSPICIOUS FINANCIAL PLANNING, LLC
CRD 297962
|
SAN RAMON, CA, United States | $277,960,000 | |
|
CLAREN ROAD PRIVATE CREDIT SOLUTIONS LLC
CRD 336373
|
NEW YORK, NY, United States | $277,852,586 | |
|
MACCO FINANCIAL GROUP, INC.
CRD 337398
|
GREEN BAY, WI, United States | $277,794,920 | |
|
OASIS ADVISORS, LLC
CRD 335555
|
FOREST CITY, IA, United States | $277,687,094 | |
|
HERITAGE HOLDING MANAGEMENT, LP
CRD 331677
|
BOSTON, MA, United States | $277,650,636 | |
|
HARBOR ISLAND CAPITAL LLC
CRD 107457
|
TOPSFIELD, MA, United States | $277,626,655 | |
|
UNIVERSAL FINANCIAL ADVISORS, LLC
CRD 318392
|
ST. LOUIS, MO, United States | $277,496,642 | |
|
TEUCRIUM INVESTMENT ADVISORS, LLC
CRD 318799
|
BURLINGTON, VT, United States | $277,436,623 | |
|
HBE WEALTH MANAGEMENT, LLC
CRD 128315
|
LINCOLN, NE, United States | $277,436,368 | |
|
KILTER GROUP LLC
CRD 330356
|
$277,420,306 | ||
|
DELTA CAPITAL MANAGEMENT, LLC
CRD 128350
|
MAITLAND, FL, United States | $277,361,855 | |
|
TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD 113586
|
SIGNAL MOUNTAIN, TN, United States | $277,314,753 | |
|
MILESTONE INVESTMENTS, INC.
CRD 47090
|
CHARLOTTE, NC, United States | $277,303,959 | |
|
BUCKMAN ADVISORY GROUP LLC
CRD 131688
|
LITTLE SILVER, NJ, United States | $277,300,828 | |
|
PLANGUIDE FINANCIAL LLC
CRD 329089
|
SOUTHLAKE, TX, United States | $277,250,000 | |
|
DOMINION PORTFOLIO MANAGEMENT, INC.
CRD 106918
|
TAMPA, FL, United States | $277,125,069 | |
|
WILMINGTON CAPITAL SECURITIES, LLC
CRD 133839
|
GARDEN CITY, NY, United States | $277,120,242 | |
|
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
CRD 289512
|
DALLAS, TX, United States | $276,985,362 | |
|
THE RETIREMENT GUYS FORMULA LLC
CRD 168561
|
MAUMEE, OH, United States | $276,913,975 | |
|
WALLEYE PARTNERS LLC
CRD 333435
|
MADISON, WI, United States | $276,678,000 | |
|
JFR FINANCIAL SERVICES, INC.
CRD 124456
|
TRENTON, MI, United States | $276,643,936 |