Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WJ WEALTH MANAGEMENT, LLC
CRD 170181
|
GLENDALE, AZ, United States | $261,532,091 | |
|
TILLER PARTNERS, LLC
CRD 170429
|
BEVERLY HILLS, CA, United States | $261,477,780 | |
|
SAGE STONE WEALTH MANAGEMENT LLC
CRD 155477
|
LA JOLLA, CA, United States | $261,444,674 | |
|
BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853
|
BLOOMINGTON, IN, United States | $261,427,000 | |
|
UTOPIA WEALTH MANAGEMENT, LLC
CRD 300266
|
COCONUT CREEK, FL, United States | $261,408,410 | |
|
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC
CRD 323718
|
SOUTHFIELD, MI, United States | $261,345,232 | |
|
ELCO MANAGEMENT COMPANY, LLC
CRD 137036
|
NEW YORK, NY, United States | $261,194,248 | |
|
COREPATH WEALTH PARTNERS LLC
CRD 299951
|
SCOTTSDALE, AZ, United States | $261,186,722 | |
|
FINANCIAL DESIGNS WEALTH MANAGEMENT LLC
CRD 314520
|
MIAMI, FL, United States | $261,182,326 | |
|
PORTFOLIO ADVISORS, INC.
CRD 106111
|
FRESNO, CA, United States | $261,154,540 | |
|
CGI PLAN ADVISORS, INC.
CRD 311275
|
FRAZER, PA, United States | $261,006,787 | |
|
KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
|
MCLEAN, VA, United States | $261,000,000 | |
|
PREVAIL WEALTH MANAGEMENT LLC
CRD 164532
|
KIRKLAND, WA, United States | $260,809,981 | |
|
TRUSTWELL FINANCIAL ADVISORS, LLC
CRD 108426
|
JACKSONVILLE, FL, United States | $260,788,767 | |
|
VIAWEALTH, LLC
CRD 309043
|
LEAWOOD, KS, United States | $260,738,897 | |
|
GLR PARTNERS, LLC
CRD 334902
|
COLUMBIA, MD, United States | $260,700,422 | |
|
DCM ADVISORS, LLC
CRD 126248
|
NEW YORK, NY, United States | $260,523,078 | |
|
WINEBRENNER CAPITAL MANAGEMENT LLC
CRD 154708
|
LOUISVILLE, KY, United States | $260,471,771 | |
|
ARCO GLOBAL MANAGEMENT, LLC
CRD 287921
|
GUAYNABO, PR, United States | $260,411,274 | |
|
ALAMAR CAPITAL MANAGEMENT, LLC
CRD 154413
|
SANTA BARBARA, CA, United States | $260,310,097 | |
|
BANKER INVESTMENT GROUP INC
CRD 109650
|
WEST LAFAYETTE, IN, United States | $260,212,387 | |
|
NANTUCKET MULTI MANAGERS, LLC
CRD 129024
|
BLOOMFIELD HILLS, MI, United States | $260,206,084 | |
|
BRENDEL FINANCIAL ADVISORS LLC
CRD 288927
|
HANOVER, NH, United States | $260,157,732 | |
|
VISTICA WEALTH ADVISORS, LLC
CRD 147297
|
CARLSBAD, CA, United States | $260,142,729 | |
|
RFM FINANCIAL SOLUTIONS, LLC
CRD 124468
|
MT. PLEASANT, MI, United States | $260,133,683 | |
|
GREENSTONE BELT WEALTH ADVISORS, LLC
CRD 335862
|
CHICAGO, IL, United States | $260,060,000 | |
|
THE WEALTH CONSERVANCY, INC.
CRD 112024
|
BOULDER, CO, United States | $260,006,850 | |
|
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CRD 125689
|
CLIFTON PARK, NY, United States | $260,000,000 | |
|
ARCHETYPE ADVISORS, LLC
CRD 156527
|
DOYLESTOWN, PA, United States | $260,000,000 | |
|
REDMONT WEALTH ADVISORS LLC
CRD 310981
|
CHICAGO, IL, United States | $259,996,009 | |
|
NAPATREE CAPITAL LLC
CRD 292776
|
WESTERLY, RI, United States | $259,967,026 | |
|
1876 PARTNERS, LP
CRD 329053
|
TOMBALL, TX, United States | $259,961,748 | |
|
GREY ROCK ENERGY MANAGEMENT, LLC
CRD 170956
|
DALLAS, TX, United States | $259,931,030 | |
|
ERA GLOBAL TECHNOLOGIES LLC
CRD 339601
|
NEW YORK, NY, United States | $259,892,562 | |
|
CLARK WEALTH PARTNERS, LLC
CRD 321757
|
O'FALLON, IL, United States | $259,876,181 | |
|
FINLEY FINANCIAL, LLC
CRD 131442
|
LAS VEGAS, NV, United States | $259,820,341 | |
|
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CRD 331683
|
SOUTH MIAMI, FL, United States | $259,800,631 | |
|
PROTEUS, LLC
CRD 164085
|
INDIANAPOLIS, IN, United States | $259,790,771 | |
|
WOVENEARTH VENTURES, LLC
CRD 322556
|
$259,709,073 | ||
|
RIDGELINE WEALTH PLANNING LLC
CRD 307702
|
CENTERVILLE, OH, United States | $259,550,914 | |
|
CHURCHILL NCPE ADVISOR LLC
CRD 338431
|
NEW YORK, NY, United States | $259,466,592 | |
|
STORYONE LLC
CRD 331394
|
OVERLAND PARK, KS, United States | $259,411,503 | |
|
BRAEBURN WEALTH MANAGEMENT, LLC
CRD 158007
|
MUSKEGON, MI, United States | $259,354,439 | |
|
PRIVATE WEALTH CONSULTING, LLC
CRD 336590
|
$259,339,738 | ||
|
COHEN INVESTMENT ADVISORS, LLC
CRD 168595
|
BEDFORD, NH, United States | $259,282,862 | |
|
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CRD 135234
|
VALENCIA, CA, United States | $259,257,690 | |
|
ELEVATION WEALTH MANAGEMENT, LLC
CRD 314604
|
$259,218,573 | ||
|
ISHARA INVESTMENTS LP
CRD 331869
|
LOS ANGELES, CA, United States | $259,118,831 | |
|
DAVIS CAPITAL MANAGEMENT LLC
CRD 149014
|
JACKSONVILLE, FL, United States | $259,000,000 | |
|
KURE ADVISORY, LLC
CRD 311320
|
PLYMOUTH, MN, United States | $258,971,021 |