Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
RD LEWIS HOLDINGS, INC.
CRD 156073
|
MAITLAND, FL, United States | $256,787,908 | |
|
STONE PINE FINANCIAL PARTNERS, LLC
CRD 175287
|
MEDIA, PA, United States | $256,750,667 | |
|
FRONTAURA CAPITAL LLC
CRD 162237
|
CHICAGO, IL, United States | $256,611,302 | |
|
PROSPECT HILL MANAGEMENT, LLC
CRD 134080
|
$256,582,019 | ||
|
CMG CAPITAL MANAGEMENT GROUP, INC.
CRD 110750
|
MALVERN, PA, United States | $256,546,961 | |
|
6TH STREET ADVISORS, LLC
CRD 156623
|
DAPHNE, AL, United States | $256,543,633 | |
|
VIENNA ASSET MANAGEMENT LLC
CRD 299725
|
SARATOGA, CA, United States | $256,525,661 | |
|
DELARME WEALTH MANAGEMENT, INC.
CRD 328372
|
PALOS VERDES ESTATES, CA, United States | $256,500,641 | |
|
THE H GROUP WASHINGTON, INC.
CRD 300464
|
PORTLAND, OR, United States | $256,495,869 | |
|
AVICENE INVESTMENT MANAGEMENT LP
CRD 339617
|
NEW YORK, NY, United States | $256,486,554 | |
|
ESTATE & TRUST ADVISORS, INC.
CRD 123802
|
RIVERWOODS, IL, United States | $256,470,000 | |
|
TUDOR FINANCIAL, INC.
CRD 121495
|
DAYTON, OH, United States | $256,320,962 | |
|
ZEPHYR MANAGEMENT, L.P.
CRD 129683
|
NEW YORK, NY, United States | $256,304,361 | |
|
ARGO WEALTH ADVISORY, LLC
CRD 334041
|
MCLEAN, VA, United States | $256,168,541 | |
|
RICHARDSON FINANCIAL SERVICES INC.
CRD 130715
|
MEDWAY, MA, United States | $256,090,825 | |
|
ALPHA ADVISORS, LLC
CRD 118107
|
RICHMOND, VA, United States | $256,053,519 | |
|
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
|
SEATTLE, WA, United States | $256,000,000 | |
|
CASILIO LEITCH INVESTMENTS, LLC
CRD 173152
|
WALNUT CREEK, CA, United States | $256,000,000 | |
|
FAIRVIEW ASSET MANAGEMENT LLC
CRD 322976
|
SAN JUAN, PR, United States | $256,000,000 | |
|
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
|
WEST DES MOINES, IA, United States | $255,983,350 | |
|
DONALD SMITH, L.P.
CRD 285701
|
NEW YORK, NY, United States | $255,953,974 | |
|
SONOMA WEST LLC
CRD 138687
|
$255,942,537 | ||
|
CERTIS CAPITAL MANAGEMENT, INC.
CRD 144290
|
SANTA BARBARA, CA, United States | $255,928,370 | |
|
CAPITAL Z ASSET MANAGEMENT, LLC
CRD 162210
|
$255,911,381 | ||
|
PLOTKIN FINANCIAL ADVISORS, LLC
CRD 127635
|
CHEVY CHASE, MD, United States | $255,869,623 | |
|
MUIRFIELD WEALTH ADVISORS LLC
CRD 316071
|
CHARLOTTE, NC, United States | $255,776,091 | |
|
KRUSEN CAPITAL MANAGEMENT, LLC
CRD 150754
|
WEST PALM BEACH, FL, United States | $255,745,817 | |
|
WINONA CAPITAL MANAGEMENT, LLC
CRD 162882
|
CHICAGO, IL, United States | $255,644,015 | |
|
DELAWARE AVENUE WEALTH PLANNERS, LLC
CRD 306818
|
WILMINGTON, DE, United States | $255,567,984 | |
|
RELEVE FINANCIAL GROUP, LLC
CRD 285243
|
SCOTTSDALE, AZ, United States | $255,563,347 | |
|
INCEPTIV MANAGEMENT, LP
CRD 310133
|
CULVER CITY, CA, United States | $255,535,621 | |
|
CWCI LLC
CRD 144535
|
WASHINGTON, DC, United States | $255,529,906 | |
|
SOUND INVESTMENT MANAGEMENT INC
CRD 107438
|
TUALATIN, OR, United States | $255,500,000 | |
|
SMP ASSET MANAGEMENT, LLC
CRD 162653
|
$255,398,619 | ||
|
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
CRD 323032
|
SAN DIEGO, CA, United States | $255,341,082 | |
|
SECURED RETIREMENT ADVISORS, LLC
CRD 144239
|
ST LOUIS PARK, MN, United States | $255,083,132 | |
|
GARRISON MURPHY WEALTH MANAGEMENT, LLC
CRD 298004
|
$255,072,234 | ||
|
PATHWISE WEALTH PARTNERS, LLC
CRD 174215
|
WALNUT CREEK, CA, United States | $255,048,770 | |
|
GRANT PRIVATE WEALTH MANAGEMENT, INC.
CRD 292917
|
PLEASANTON, CA, United States | $254,990,700 | |
|
ACAP ASSET MANAGEMENT, INC.
CRD 149452
|
STUDIO CITY, CA, United States | $254,979,033 | |
|
KOA WEALTH MANAGEMENT, LLC
CRD 297004
|
$254,910,285 | ||
|
MODERN CAPITAL ADVISORS, LLC
CRD 131117
|
RALEIGH, NC, United States | $254,815,027 | |
|
RIDGE CREEK GLOBAL, INC.
CRD 106992
|
$254,777,351 | ||
|
GAME PLAN FINANCIAL ADVISORS, LLC
CRD 147608
|
WESTLAKE, OH, OH, United States | $254,691,882 | |
|
CAP PARTNERS, LLC
CRD 144779
|
FRANKLIN, TN, United States | $254,660,251 | |
|
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
CRD 310334
|
DALLAS, TX, United States | $254,594,875 | |
|
WASATCH INVESTMENT FUND MANAGER, LLC
CRD 325037
|
LOGAN, UT, United States | $254,557,950 | |
|
GLENORCHY CAPITAL LIMITED
CRD 305636
|
$254,413,430 | ||
|
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD 289142
|
ORLANDO, FL, United States | $254,389,418 | |
|
O'BRIEN INVESTMENT MANAGEMENT, LLC
CRD 284057
|
TORRANCE, CA, United States | $254,332,886 |