Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WYZE WEALTH ADVISORS, LLC
CRD 329413
|
CANONSBURG, PA, United States | $264,521,124 | |
|
FULLER INVESTMENT MANAGEMENT COMPANY
CRD 167467
|
PASADENA, CA, United States | $264,464,740 | |
|
THE SALIENT ZARVONA ENERGY FUND GP, L.P.
CRD 162712
|
HOUSTON, TX, United States | $264,314,579 | |
|
PATRICOF CO. LLC
CRD 320902
|
NEW YORK, NY, United States | $264,223,963 | |
|
ROI FINANCIAL ADVISORS, LLC
CRD 160100
|
BEAVERTON, OR, United States | $264,156,070 | |
|
OPTIMUS CAPITAL ADVISORS, LLC
CRD 147500
|
COPPELL, TX, United States | $264,138,598 | |
|
BINNACLE INVESTMENTS, INC.
CRD 313185
|
URBANDALE, IA, United States | $264,137,161 | |
|
WALLACE HART LLC
CRD 285981
|
LEXINGTON, KY, United States | $264,001,265 | |
|
HUDSON CANYON CAPITAL MANAGEMENT, LLC
CRD 286437
|
NEW YORK, NY, United States | $263,927,000 | |
|
COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
|
RICHMOND, VA, United States | $263,885,687 | |
|
ARKA CAPITAL A.M. LTD
CRD 339997
|
$263,809,998 | ||
|
WELCH INVESTMENT GROUP, LLC
CRD 131006
|
GRANTS PASS, OR, United States | $263,795,723 | |
|
BANKPLUS WEALTH MANAGEMENT, LLC
CRD 152588
|
JACKSON, MS, United States | $263,759,468 | |
|
GUIDESTREAM FINANCIAL, INC.
CRD 150890
|
SPRING ARBOR, MI, United States | $263,463,837 | |
|
MYECFO, LLC
CRD 166919
|
$263,380,305 | ||
|
CQ WEALTH ADVISORS, INC.
CRD 313833
|
SAN DIEGO, CA, United States | $263,303,670 | |
|
HARMONY POINT WEALTH ADVISORS, INC.
CRD 323643
|
IRVINE, CA, United States | $263,212,695 | |
|
MILLBANK DARTMOOR PORTSMOUTH LLC
CRD 311046
|
ASHEVILLE, NC, United States | $263,173,121 | |
|
GALLAGHER CAPITAL ADVISORS, LLC
CRD 170955
|
$263,129,787 | ||
|
CRESTWOOD CAPITAL MANAGEMENT, L.P.
CRD 160807
|
NEW YORK, NY, United States | $263,035,648 | |
|
JC CAPITAL ADVISORS GROUP LLC
CRD 339298
|
STAMFORD, CT, United States | $263,019,000 | |
|
CIBRA CAPITAL LLC
CRD 334678
|
$263,000,000 | ||
|
COASTAL INVESTMENT COMPANY, LLC
CRD 322164
|
WINTER PARK, FL, United States | $262,937,654 | |
|
LEWIS & CLARK EQUITY PARTNERS, LLC
CRD 299686
|
ST. LOUIS, MO, United States | $262,924,296 | |
|
NERDWALLET WEALTH PARTNERS, LLC
CRD 337328
|
NEW YORK, NY, United States | $262,843,327 | |
|
REDWOOD FINANCIAL NETWORK CORP.
CRD 157834
|
SOLON, OH, United States | $262,831,870 | |
|
SEMUS WEALTH PARTNERS, LLC
CRD 305758
|
BOCA RATON, FL, United States | $262,660,482 | |
|
SALUS FINANCIAL ADVISORS, LLC
CRD 329882
|
$262,614,043 | ||
|
NEWPORT WEALTH ADVISORS, INC.
CRD 137159
|
NEWPORT BEACH, CA, United States | $262,570,000 | |
|
MOUNT TAMALPAIS ASSET MANAGEMENT, LLC
CRD 301017
|
LARKSPUR, CA, United States | $262,510,224 | |
|
EMPERY ASSET MANAGEMENT, LP
CRD 148180
|
NEW YORK CITY, NY, United States | $262,490,754 | |
|
WATERSTONE FINANCIAL ADVISORY LLC
CRD 325012
|
FORT MYERS, FL, United States | $262,476,520 | |
|
STARK WEALTH MANAGEMENT LLC
CRD 309422
|
BETHLEHEM, PA, United States | $262,465,084 | |
|
HORIZON FINANCIAL SERVICES, LLC
CRD 158798
|
WINSTON SALEM, NC, United States | $262,446,082 | |
|
CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
|
CHARLESTON, SC, United States | $262,433,656 | |
|
BRUCKE FINANCIAL, INC.
CRD 291307
|
$262,391,464 | ||
|
TRIPPON WEALTH MANAGEMENT GROUP LLC
CRD 136485
|
HOUSTON, TX, United States | $262,287,030 | |
|
ACCION IMPACT MANAGEMENT LLC
CRD 319191
|
WASHINGTON, DC, United States | $262,203,117 | |
|
5C INVESTMENT PARTNERS ADVISOR LLC
CRD 330565
|
NEW YORK, NY, United States | $262,188,502 | |
|
SPRUCE POINT CAPITAL MANAGEMENT, LLC
CRD 288248
|
RIVERHEAD, NY, United States | $262,179,127 | |
|
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672
|
PORT JEFFERSON STATION, NY, United States | $262,046,449 | |
|
J. TEAM FINANCIAL, INC.
CRD 134104
|
ABILENE, TX, United States | $262,026,877 | |
|
AG DILLON ASSET MANAGEMENT LP
CRD 328384
|
NEW YORK, NY, United States | $262,003,096 | |
|
ALLIED ASSET ADVISORS INC
CRD 112441
|
HOMETOWN, IL, United States | $262,000,000 | |
|
BRADFORD FINANCIAL SERVICES CORP
CRD 133220
|
$261,856,990 | ||
|
ROOM40 CAPITAL LLC
CRD 322436
|
NEW YORK, NY, United States | $261,736,536 | |
|
KIPLINGER INVESTMENT ADVISORS, LLC.
CRD 116726
|
SPRINGBORO, OH, United States | $261,664,703 | |
|
BULL OAK CAPITAL, LLC
CRD 170325
|
RANCHO SANTA FE, CA, United States | $261,648,815 | |
|
CONVOY INVESTMENTS, LLC
CRD 174969
|
$261,622,231 | ||
|
TANDEM WEALTH ADVISORS LLC
CRD 157794
|
PHOENIX, AZ, United States | $261,539,225 |