Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
DAUS FINANCIAL SERVICES, LLC
CRD 323054
|
KALAMAZOO, MI, United States | $270,510,000 | |
|
BAYPOINTE PARTNERS, LLC
CRD 331273
|
STAMFORD, CT, United States | $270,500,006 | |
|
PAN GLOBAL ADVISERS, LLC
CRD 301863
|
NEWPORT BEACH, CA, United States | $270,491,294 | |
|
FINANCIAL FUTURES LIMITED LIABILITY COMPANY
CRD 128900
|
BRIELLE, NJ, United States | $270,479,000 | |
|
PRIVATE INVESTOR CLUB LLC
CRD 307512
|
$270,476,545 | ||
|
PROTA FINANCIAL, LLC
CRD 283776
|
HOUSTON, TX, United States | $270,372,201 | |
|
FOUNDATION ENERGY MANAGEMENT, LLC
CRD 161141
|
ADDISON, TX, United States | $270,343,209 | |
|
CORPS CAPITAL ADVISORS, LLC
CRD 304643
|
SOUTHLAKE, TX, United States | $270,311,000 | |
|
SAGE FINANCIAL ADVISORS INC.
CRD 116933
|
SCOTTSDALE, AZ, United States | $270,296,873 | |
|
RAFFLES CAPITAL MANAGEMENT, LLC
CRD 161565
|
NEW YORK, NY, United States | $270,248,591 | |
|
THE JENKINS FINANCIAL GROUP, INC.
CRD 125941
|
ALBANY, GA, United States | $270,106,642 | |
|
KALEIDO CAPITAL PARTNERS LIMITED
CRD 342284
|
HONG KONG, Hong Kong | $270,035,810 | |
|
TILLRIDGE CAPITAL PARTNERS, LLC
CRD 284992
|
DALLAS, TX, United States | $269,991,066 | |
|
LEO H. EVART, INC.
CRD 110263
|
REDWOOD CITY, CA, United States | $269,926,419 | |
|
BERINGEA, LLC
CRD 161803
|
FARMINGTON HILLS, MI, United States | $269,911,203 | |
|
ERVIN INVESTMENT MANAGEMENT, LLC
CRD 299739
|
$269,869,724 | ||
|
ALPHA ZERO LLC
CRD 319050
|
BOCA RATON, FL, United States | $269,778,311 | |
|
CLIENT FIRST CAPITAL, LLC
CRD 300684
|
$269,676,993 | ||
|
HAWKE FINANCIAL GROUP, LLC
CRD 301733
|
MERIDIAN, ID, United States | $269,566,677 | |
|
WALLACE ADVISORY GROUP, LLC
CRD 281049
|
LAFAYETTE, CA, United States | $269,452,314 | |
|
MADER & SHANNON WEALTH MANAGEMENT, INC.
CRD 123741
|
KANSAS CITY, MO, United States | $269,447,301 | |
|
HARDY & HARDY CO LLC
CRD 145088
|
LIMA, OH, United States | $269,406,039 | |
|
ATLAS FIDUCIARY SERVICES, INC.
CRD 321271
|
CONCORD, NH, United States | $269,279,564 | |
|
PROSPERITY WEALTH PLANNING LLC
CRD 315163
|
IRVINE, CA, United States | $269,224,678 | |
|
VRM PENZINI CAPITAL L.L.C.
CRD 336315
|
SAN JUAN, PR, United States | $269,217,587 | |
|
BARR FINANCIAL SERVICES, LLC
CRD 125444
|
WINTER PARK, FL, United States | $269,200,387 | |
|
CAPITOL FINANCIAL CONSULTANTS, INC.
CRD 109800
|
MCLEAN, VA, United States | $269,164,388 | |
|
LAS OLAS CAPITAL WEALTH LLC
CRD 340641
|
FORT LAUDERDALE, FL, United States | $269,119,236 | |
|
AJOVISTA, LLC
CRD 314924
|
BOSTON, MA, United States | $269,023,336 | |
|
DUNN CAPITAL MANAGEMENT, LLC
CRD 328632
|
STUART, FL, United States | $268,989,599 | |
|
DIVERSIFIED RESOURCES, LLC
CRD 31346
|
WARWICK, RI, United States | $268,848,043 | |
|
DORADO WEALTH MANAGEMENT LLC
CRD 314965
|
$268,769,992 | ||
|
SCHEAR INVESTMENT ADVISORS, LLC
CRD 146401
|
CINCINNATI, OH, United States | $268,765,837 | |
|
PEAK FINANCIAL ADVISORS, LLC
CRD 115207
|
DENVER, CO, United States | $268,751,194 | |
|
STONEBRIDGE CAPITAL MANAGEMENT INC
CRD 106073
|
LOS ANGELES, CA, United States | $268,728,930 | |
|
CSR CAPITAL PARTNERS, LLC
CRD 335906
|
DALLAS, TX, United States | $268,700,000 | |
|
BYRNE ASSET MANAGEMENT, LLC
CRD 125221
|
KINGSTON, NJ, United States | $268,699,815 | |
|
AWANI CAPITAL MANAGEMENT LP
CRD 335179
|
WASHINGTON, DC, United States | $268,662,888 | |
|
ANDREWS ADVISORY ASSOCIATES, LLC
CRD 118957
|
HONOLULU, HI, United States | $268,633,269 | |
|
MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
|
MEMPHIS, TN, United States | $268,585,723 | |
|
REMORA CAPITAL MANAGEMENT, LLC
CRD 316160
|
NASHVILLE, TN, United States | $268,553,342 | |
|
ATHOS PRIVATE WEALTH LLC
CRD 309862
|
HOLLADAY, UT, United States | $268,494,780 | |
|
ASTRA WEALTH PARTNERS LLC
CRD 321136
|
JERSEY CITY, NJ, United States | $268,442,170 | |
|
SAGE INVESTMENT ADVISERS LLC
CRD 304559
|
WAPPINGERS FALLS, NY, United States | $268,400,685 | |
|
CWS CAPITAL PARTNERS LLC
CRD 166871
|
NEWPORT BEACH, CA, United States | $268,387,708 | |
|
JMK & ASSOCIATES, LLC
CRD 312760
|
SPOKANE, WA, United States | $268,371,774 | |
|
SPEAR ADVISORS LLC
CRD 314594
|
$268,370,478 | ||
|
KARL KAPITAL LLC
CRD 333558
|
SAN FRANCISCO, CA, United States | $268,357,000 | |
|
BPM WEALTH ADVISORS, LLC
CRD 325909
|
SAN FRANCISCO, CA, United States | $268,325,995 | |
|
KRISTEN E. COOMBS LLC
CRD 311243
|
STATE COLLEGE, PA, United States | $268,278,361 |