Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WESTBOURNE INVESTMENTS, INC.
CRD 37499
|
ALEXANDRIA, VA, United States | $276,365,058 | |
|
CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
|
OVERLAND PARK, KS, United States | $276,346,500 | |
|
HAZELVIEW SECURITIES (US) LLC
CRD 174811
|
NEW YORK, NY, United States | $276,309,077 | |
|
EPISTEME CAPITAL PARTNERS (UK), LLP
CRD 167678
|
LONDON, United Kingdom | $276,179,377 | |
|
SIMPLIFI, INC.
CRD 154900
|
SAN DIEGO, CA, United States | $276,123,718 | |
|
RIA SERVICES, LLC
CRD 281520
|
WEST BEND, WI, United States | $276,097,524 | |
|
J.H. LANE PARTNERS, LP
CRD 282383
|
NEW YORK, NY, United States | $276,035,355 | |
|
STRAUSS WEALTH ADVISING, INC.
CRD 310512
|
HOOVER, AL, United States | $276,000,000 | |
|
CORRIDOR CAPITAL, LLC
CRD 160922
|
LOS ANGELES, CA, United States | $275,988,808 | |
|
OASIS WEALTH PLANNING ADVISORS, LLC
CRD 285474
|
$275,944,003 | ||
|
AFC MANAGEMENT, LLC
CRD 311281
|
WEST PALM BEACH, FL, United States | $275,834,956 | |
|
NORTHSTAR FINANCIAL PLANNING, LLC
CRD 117205
|
WINDHAM, NH, United States | $275,767,000 | |
|
INTRACK INVESTMENT MANAGEMENT, INC.
CRD 106450
|
SOUTH BURLINGTON, VT, United States | $275,749,648 | |
|
RISK SETTLEMENTS MANAGER, LLC
CRD 321759
|
NEWARK, NJ, United States | $275,619,822 | |
|
CHALLENGER WEALTH MANAGEMENT
CRD 121498
|
ALISO VIEJO, CA, United States | $275,547,380 | |
|
KUBHERA ENTERPRISES LLC
CRD 151619
|
PRINCETON, NJ, United States | $275,500,000 | |
|
CLARENDON CAPITAL, LLC
CRD 298698
|
TYSONS, VA, United States | $275,369,269 | |
|
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CRD 138347
|
CORVALLIS, OR, United States | $275,363,852 | |
|
4WEALTH ADVISORS, INC.
CRD 129727
|
BURR RIDGE, IL, United States | $275,278,482 | |
|
LEGAL ADVANTAGE INVESTMENTS, INC.
CRD 118131
|
$275,276,594 | ||
|
O'CONNOR FINANCIAL GROUP LLC
CRD 168636
|
QUINCY, IL, United States | $275,258,000 | |
|
CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
|
SOUTHPORT, CT, United States | $275,129,072 | |
|
CMR CAPITAL MANAGEMENT, LLC
CRD 284054
|
PASADENA, CA, United States | $275,126,338 | |
|
MICHAEL RUSSO LTD
CRD 142810
|
MOKENA, IL, United States | $275,109,508 | |
|
KLAFF REALTY, LP
CRD 265787
|
CHICAGO, IL, United States | $275,028,763 | |
|
RUSSELL CAPITAL MANAGEMENT, LLC
CRD 109513
|
LEXINGTON, KY, United States | $275,014,718 | |
|
ROSEROCK WEALTH MANAGEMENT, LLC
CRD 288088
|
DALLAS, TX, United States | $275,000,000 | |
|
CUSHING CAPITAL PARTNERS, LLC
CRD 313497
|
DELAFIELD, WI, United States | $274,702,787 | |
|
1492 CAPITAL MANAGEMENT, LLC
CRD 148566
|
MILWAUKEE, WI, United States | $274,626,922 | |
|
BERRY WEALTH GROUP, LP
CRD 327346
|
GRANBURY, TX, United States | $274,507,209 | |
|
LUMOS CAPITAL GROUP LLC
CRD 306528
|
NEW YORK, NY, United States | $274,451,521 | |
|
OUELLETTE WEALTH ADVISORY LLC
CRD 289242
|
LEXINGTON, MA, United States | $274,418,783 | |
|
SUTTERFIELD FINANCIAL GROUP, INC.
CRD 115652
|
BARTLESVILLE, OK, United States | $274,397,181 | |
|
ELITE FINANCIAL, INC.
CRD 286667
|
LEWISTON, ID, United States | $274,230,878 | |
|
CAPASSO PLANNING PARTNERS LLC
CRD 294673
|
CHARLESTON, SC, United States | $274,217,847 | |
|
MISSION HILLS FINANCIAL ADVISORY LLC
CRD 328516
|
SAN DIEGO, CA, United States | $274,126,360 | |
|
CHRONOS WEALTH MANAGEMENT, L.L.C.
CRD 299782
|
CLEARWATER, FL, United States | $274,039,062 | |
|
SIGNATURE FINANCIAL SERVICES, LTD
CRD 123729
|
ARLINGTON HEIGHTS, IL, United States | $274,033,000 | |
|
PRIVATE WEALTH GROUP, LLC
CRD 128560
|
TAMPA, FL, United States | $274,030,731 | |
|
JP WEALTH MANAGEMENT, INC.
CRD 129475
|
MT. PLEASANT, SC, United States | $274,006,047 | |
|
DOCEO WEALTH, LLC
CRD 310415
|
MERIDIAN, ID, United States | $274,000,000 | |
|
UDINE WEALTH MANAGEMENT INC.
CRD 147158
|
$273,900,000 | ||
|
JAMES RIVER ASSET MANAGEMENT, LLC
CRD 117917
|
MIDLOTHIAN, VA, United States | $273,776,635 | |
|
TRUEWEALTH FINANCIAL PARTNERS, LLC
CRD 316079
|
BELLEVUE, WA, United States | $273,719,158 | |
|
INTERALPEN PARTNERS, LLC
CRD 315587
|
OMAHA, NE, United States | $273,689,471 | |
|
BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
|
BIRMINGHAM, AL, United States | $273,628,841 | |
|
CHAPEL BRIDGE WEALTH ADVISORS, LLC
CRD 313295
|
SAN JUAN, PR, United States | $273,603,001 | |
|
SENTINEL ROCK REALTY TRUST INC.
CRD 337421
|
MODESTO, CA, United States | $273,456,874 | |
|
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
CRD 332184
|
THE WOODLANDS, TX, United States | $273,427,616 | |
|
RECKONER CAPITAL MANAGEMENT LLC
CRD 333863
|
NEW YORK, NY, United States | $273,401,293 |