Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SUMMIT INVESTMENT ADVISORS INC
CRD 316321
|
LEAWOOD, KS, United States | $273,353,092 | |
|
VALOR FINANCIAL SERVICES, LLC
CRD 309377
|
KNOXVILLE, TN, United States | $273,274,393 | |
|
CARDINAL WEALTH ADVISORY, LLC
CRD 136659
|
MEMPHIS, TN, United States | $273,224,667 | |
|
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
CRD 118025
|
SKOKIE, IL, United States | $273,182,000 | |
|
TFP MANAGEMENT, LLC
CRD 313543
|
BETTENDORF, IA, United States | $272,999,277 | |
|
BLUESTONE WEALTH MANAGEMENT LLC
CRD 137959
|
KEENE, NH, United States | $272,940,969 | |
|
KNOX WEALTH PARTNERS ADVISORY, LLC
CRD 288580
|
KNOXVILLE, TN, United States | $272,877,382 | |
|
CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
|
ATLANTA, GA, United States | $272,797,562 | |
|
SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915
|
BOSTON, MA, United States | $272,789,211 | |
|
NESTEGG ADVISORS, INC.
CRD 125878
|
HAUPPAUGE, NY, United States | $272,745,355 | |
|
RETIREMENT STRATEGIES, LTD.
CRD 163701
|
DUBLIN, OH, United States | $272,729,463 | |
|
E. A. HORWITZ LLC
CRD 165561
|
DEERFIELD, IL, United States | $272,647,037 | |
|
NOLET WEALTH MANAGEMENT, LLC
CRD 329186
|
FORT WORTH, TX, United States | $272,586,305 | |
|
DOMINARI IM LLC
CRD 334275
|
NEW YORK, NY, United States | $272,539,938 | |
|
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
CRD 313195
|
KNOXVILLE, TN, United States | $272,404,421 | |
|
MENDEL CAPITAL MANAGEMENT, LLC
CRD 311919
|
LITTLE ROCK, AR, United States | $272,328,997 | |
|
CAMELOT PORTFOLIOS, LLC
CRD 145918
|
MAUMEE, OH, United States | $272,234,967 | |
|
46 PEAKS LLC
CRD 306902
|
NEWTOWN, PA, United States | $272,139,518 | |
|
FIRSTMETRIC, LLC
CRD 289483
|
TROY, MI, United States | $272,101,825 | |
|
MAGNOLIA PRIVATE WEALTH, LLC
CRD 324102
|
PHILADELPHIA, PA, United States | $272,085,555 | |
|
PARKER FINANCIAL LLC
CRD 144293
|
SILVERDALE, WA, United States | $272,049,379 | |
|
RYAN INVESTMENT MANAGEMENT, INC.
CRD 115755
|
BASALT, CO, United States | $272,033,000 | |
|
SOUND MARK PARTNERS, LLC
CRD 169037
|
GREENWICH, CT, United States | $271,980,247 | |
|
CLIENT FIRST INVESTMENT MANAGEMENT LLC
CRD 282600
|
WEST BEND, WI, United States | $271,935,662 | |
|
BULL STREET ADVISORS, LLC
CRD 304058
|
SAVANNAH, GA, United States | $271,925,562 | |
|
TRIANGLE PEAK PARTNERS, LP
CRD 147917
|
PALO ALTO, CA, United States | $271,922,487 | |
|
INVEST CAPITAL PARTNERS, CO.
CRD 287987
|
SPRINGBORO, OH, United States | $271,883,275 | |
|
ADVANCED RETIREMENT SOLUTIONS, LLC
CRD 288022
|
$271,876,350 | ||
|
CROSSGATE WEALTH ADVISORS, LLC
CRD 121856
|
NEWTOWN, PA, United States | $271,873,742 | |
|
GENERATIONAL PRIVATE WEALTH LLC
CRD 324954
|
$271,868,697 | ||
|
FOX FINANCIAL, INC.
CRD 319679
|
WYOMISSING, PA, United States | $271,808,136 | |
|
TAILORED WEALTH SOLUTIONS, LLC
CRD 340266
|
SARATOGA SPRINGS, NY, United States | $271,777,434 | |
|
ACCRUED EQUITIES INC.
CRD 13452
|
MELVILLE, NY, United States | $271,772,694 | |
|
TRUE VISION MN LLC
CRD 322783
|
WOODBURY, MN, United States | $271,745,411 | |
|
FAIRLEAD ASSET MANAGEMENT LLC
CRD 297384
|
GREENWICH, CT, United States | $271,599,260 | |
|
RAHLFS CAPITAL, LLC
CRD 127425
|
$271,552,620 | ||
|
SK ADVISOR NETWORK, LLC
CRD 317533
|
PLANO, TX, United States | $271,544,841 | |
|
TRUE BLUE FINANCIAL, LLC
CRD 310841
|
STEVENSVILLE, MI, United States | $271,506,698 | |
|
EASTGATE CAPITAL ADVISORS LLC
CRD 220511
|
WINNETKA, IL, United States | $271,487,167 | |
|
WILMINGTON TRUST ASSET MANAGEMENT, LLC
CRD 325489
|
WILMINGTON, DE, United States | $271,387,847 | |
|
ROUND HILL ASSET MANAGEMENT INC
CRD 107069
|
PASADENA, CA, United States | $271,348,002 | |
|
PARSONEX ADVISORY SERVICES, INC.
CRD 160275
|
ENGLEWOOD, CO, United States | $271,312,952 | |
|
HEALTHPOINTCAPITAL MANAGEMENT, LLC
CRD 309041
|
SAN DIEGO, CA, United States | $271,312,307 | |
|
HUTNER CAPITAL MANAGEMENT INC.
CRD 107896
|
MANCHESTER, VT, United States | $271,166,293 | |
|
OFG FINANCIAL SERVICES, INC.
CRD 23940
|
TOPEKA, KS, United States | $271,000,000 | |
|
PALISADES INVESTMENT PARTNERS, LLC
CRD 128173
|
EL SEGUNDO, CA, United States | $271,000,000 | |
|
COUNCILMARK ASSET MANAGEMENT, LLC
CRD 111748
|
KNOXVILLE, TN, United States | $270,798,846 | |
|
CBG & COMPANY, INC.
CRD 149225
|
FISHERS, IN, United States | $270,678,780 | |
|
HALLADOR INVESTMENT ADVISORS, INC.
CRD 141335
|
RENO, NV, United States | $270,651,350 | |
|
BERMUDA INVESTMENT ADVISORY SERVICES LIMITED
CRD 120715
|
HAMILTON, Bermuda | $270,631,748 |