Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
INCLINE GLOBAL MANAGEMENT, LLC
CRD 162607
|
NEW YORK, NY, United States | $258,953,084 | |
|
AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
|
INDIANAPOLIS, IN, United States | $258,925,194 | |
|
REVEL WEALTH MANAGEMENT, LLC
CRD 340306
|
ELMWOOD PARK, NJ, United States | $258,895,984 | |
|
COBBLESTONE ASSET MANAGEMENT LLC
CRD 326545
|
RICHMOND, VA, United States | $258,879,212 | |
|
NORTHERN LIGHTS ADVISORS, INC
CRD 167824
|
SEATTLE, WA, United States | $258,852,672 | |
|
724 CAPITAL, LLC
CRD 318170
|
$258,852,426 | ||
|
CORINTHIAN CAPITAL GROUP, LLC
CRD 160346
|
NEW YORK, NY, United States | $258,810,124 | |
|
GK WEALTH MANAGEMENT LLC
CRD 296847
|
RENO, NV, United States | $258,807,064 | |
|
PACIFIC CAPITAL ASSOCIATES, INC.
CRD 160407
|
SAN DIEGO, CA, United States | $258,800,740 | |
|
SHAKER INVESTMENTS, L.L.C.
CRD 119135
|
BEACHWOOD, OH, United States | $258,762,352 | |
|
TRITON FINANCIAL GROUP, INC
CRD 309294
|
OKLAHOMA CITY, OK, United States | $258,729,081 | |
|
ABLES, IANNONE, MOORE & ASSOCIATES, INC.
CRD 126942
|
SAVANNAH, GA, United States | $258,717,545 | |
|
FINANCIAL INSTITUTION SERVICES, LLC
CRD 145269
|
$258,694,487 | ||
|
UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD 166742
|
PITTSBURGH, PA, United States | $258,650,425 | |
|
EQUITY WEALTH PARTNERS, LLC
CRD 317224
|
INDEPENDENCE, MO, United States | $258,581,223 | |
|
AFT, FORSYTH AND COMPANY, INC.
CRD 137404
|
JUPITER, FL, United States | $258,578,067 | |
|
REDWOOD FAMILY WEALTH LLC
CRD 334013
|
PLANO, TX, United States | $258,543,539 | |
|
NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
CRD 128455
|
OMAHA, NE, United States | $258,453,250 | |
|
GEOSPHERE CAPITAL MANAGEMENT, LLC
CRD 160088
|
MIAMI BEACH, FL, United States | $258,403,000 | |
|
BUSH INVESTMENT GROUP, LLC
CRD 304262
|
VALDOSTA, GA, United States | $258,367,857 | |
|
MCDONOUGH CAPITAL MANAGEMENT, INC.
CRD 143767
|
ORLANDO, FL, United States | $258,240,524 | |
|
HORIZONS WEALTH MANAGEMENT, INC.
CRD 127457
|
ASHEVILLE, NC, United States | $258,228,931 | |
|
KOENIG INVESTMENT ADVISORY, LLC
CRD 311422
|
ASHLAND, OR, United States | $258,181,429 | |
|
BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
|
DENVER, CO, United States | $258,147,622 | |
|
PROFITS PLUS CAPITAL MANAGEMENT, LLC
CRD 118294
|
NAMPA, ID, United States | $258,135,606 | |
|
PLUSCIOS MANAGEMENT LLC
CRD 146761
|
EVANSTON, IL, United States | $258,121,610 | |
|
MALVERN CAPITAL MANAGEMENT, LLC
CRD 292396
|
MALVERN, PA, United States | $258,119,057 | |
|
KAMICHU WEALTH MANAGEMENT LLC
CRD 295412
|
$258,075,691 | ||
|
OUR WEALTH GUIDES, INC.
CRD 296866
|
WESTLAKE VILLAGE, CA, United States | $257,908,095 | |
|
HEP PARTNERS LLC
CRD 161386
|
DALLAS, TX, United States | $257,907,470 | |
|
SCHAEFFER FINANCIAL LLC
CRD 133697
|
ROCKVILLE, MD, United States | $257,695,379 | |
|
MA ASSET MANAGEMENT, LLC
CRD 283673
|
NEW YORK, NY, United States | $257,691,489 | |
|
KURAMO CAPITAL MANAGEMENT, LLC
CRD 160614
|
NEW YORK, NY, United States | $257,657,000 | |
|
GENROCK CAPITAL MANAGEMENT, LP
CRD 290265
|
PALM BEACH, FL, United States | $257,613,063 | |
|
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CRD 151765
|
DAVIS, CA, United States | $257,597,197 | |
|
WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
|
MOBILE, AL, United States | $257,491,633 | |
|
FULLCIRCLE WEALTH LLC
CRD 166695
|
MCKINNEY, TX, United States | $257,430,805 | |
|
IKE CAPITAL, LLC
CRD 132473
|
$257,368,475 | ||
|
CLARITY ASSET MANAGEMENT, INC.
CRD 115699
|
AMES, IA, United States | $257,355,061 | |
|
GLD ADVISORS, LLC
CRD 341098
|
MIAMI BEACH, FL, United States | $257,309,468 | |
|
103 ADVISORY GROUP LLC
CRD 314694
|
CHICAGO, IL, United States | $257,249,739 | |
|
DOGWOOD WEALTH MANAGEMENT, LLC
CRD 317580
|
LENEXA, KS, United States | $257,195,056 | |
|
W&S BROKERAGE SERVICES, INC.
CRD 8099
|
CINCINNATI, OH, United States | $257,179,879 | |
|
CENTER FOR ASSET MANAGEMENT, LLC
CRD 147981
|
PALM BEACH GARDENS, FL, United States | $257,140,940 | |
|
TINGEY FINANCIAL GROUP INC.
CRD 334198
|
$257,028,031 | ||
|
NEW MILLENNIUM GROUP, LLC
CRD 299249
|
SANDY, UT, United States | $257,019,092 | |
|
TEXAS FAMILY WEALTH, LLC
CRD 327332
|
FRIENDSWOOD, TX, United States | $256,979,997 | |
|
INDEPENDENT ACCESS PARTNERS, LLC
CRD 305842
|
HUNT VALLEY, MD, United States | $256,948,420 | |
|
RED SPRUCE CAPITAL, LLC
CRD 158720
|
BERWYN, PA, United States | $256,905,735 | |
|
FINANCIAL ADVISORY SERVICES, LLC
CRD 122053
|
HANOVER, PA, United States | $256,874,310 |