Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WESTPARK WEALTH ADVISORS, INC.
CRD 130914
|
HOUSTON, TX, United States | $254,318,418 | |
|
MADRONE INVESTMENT ADVISORY, LLC
CRD 149549
|
SAN RAFAEL, CA, United States | $254,318,050 | |
|
3SPOKE MANAGEMENT, LLC
CRD 308919
|
IRVINE, CA, United States | $254,282,055 | |
|
MENDOTA FINANCIAL GROUP, LLC
CRD 136294
|
MADISON, WI, United States | $254,196,000 | |
|
FAMILY FIDUCIARY SERVICES, INC.
CRD 146339
|
BEVERLY, MA, United States | $254,151,904 | |
|
RIVERWEST INVESTMENT MANAGEMENT, LLC
CRD 339697
|
NEW YORK, NY, United States | $254,102,933 | |
|
INTEGRATED WEALTH MANAGEMENT, INC.
CRD 141092
|
UNIONTOWN, OH, United States | $254,065,547 | |
|
VENOR CAPITAL MANAGEMENT LP
CRD 158327
|
NEW YORK, NY, United States | $254,035,308 | |
|
WESTCO ADVISORY SERVICES, INC.
CRD 120755
|
LYNBROOK, NY, United States | $254,021,232 | |
|
CANTY FINANCIAL MANAGEMENT, INC.
CRD 118945
|
BALLSTON SPA, NY, United States | $253,972,909 | |
|
DEFINED WEALTH MANAGEMENT, LLC
CRD 306779
|
BEAVERTON, OR, United States | $253,963,186 | |
|
ADDIS & HILL, INCORPORATED
CRD 117495
|
WAYNE, PA, United States | $253,958,290 | |
|
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CRD 305013
|
MILFORD, CT, United States | $253,921,421 | |
|
GREEN ALPHA ADVISORS, LLC
CRD 144413
|
NIWOT, CO, United States | $253,901,033 | |
|
SHENANDOAH ENERGY MANAGEMENT, LLC
CRD 332901
|
HIGHLANDS RANCH, CO, United States | $253,879,375 | |
|
INDIANO CAPITAL MANAGEMENT INC.
CRD 122620
|
ROCHESTER, NY, United States | $253,822,996 | |
|
POLLOCK INVESTMENT ADVISORY CORPORATION
CRD 137393
|
$253,800,000 | ||
|
MENDON CAPITAL ADVISORS CORP
CRD 113058
|
KEY LARGO, FL, United States | $253,751,059 | |
|
TORONADO PARTNERS LLC
CRD 283612
|
SAN FRANCISCO, CA, United States | $253,749,496 | |
|
PPS & V ASSET MANAGEMENT CONSULTANTS INC
CRD 110491
|
PORTAGE, MI, United States | $253,685,075 | |
|
DECATUR CAPITAL MANAGEMENT, INC.
CRD 120679
|
DECATUR, GA, United States | $253,666,885 | |
|
GATE CITY CAPITAL MANAGEMENT, LLC
CRD 289122
|
CHICAGO, IL, United States | $253,638,950 | |
|
HERONETTA MANAGEMENT, L.P.
CRD 157307
|
NEW YORK, NY, United States | $253,627,326 | |
|
WASHBURN CAPITAL MANAGEMENT INC.
CRD 125708
|
VERO BEACH, FL, United States | $253,596,379 | |
|
CLEAR POINT ADVISORS, INC.
CRD 111775
|
MELVILLE, NY, United States | $253,408,647 | |
|
ALPHA ANALYTICS INVESTMENT GROUP LLC
CRD 109844
|
LOS ANGELES, CA, United States | $253,362,000 | |
|
IMPACT CAPITAL, LLC
CRD 297413
|
ROCKVILLE, MD, United States | $253,350,037 | |
|
MHS ADVISORY SERVICES, LLC
CRD 174590
|
MAPLE GROVE, MN, United States | $253,334,435 | |
|
BLUEPRINT LOCAL LLC
CRD 312944
|
$253,322,843 | ||
|
ENTELECHY LLC
CRD 285776
|
$253,321,763 | ||
|
MAGUIRE INVESTMENTS LLC
CRD 164039
|
KING OF PRUSSIA, PA, United States | $253,198,476 | |
|
TRANSCEND ADVISOR GROUP, LLC
CRD 311746
|
MILWAUKEE, WI, United States | $253,195,518 | |
|
PACIFIC WEALTH STRATEGIES GROUP, INC.
CRD 144789
|
SANTA BARBARA, CA, United States | $253,189,504 | |
|
ABF INVESTMENT MANAGEMENT, LLC
CRD 333541
|
MIAMI, FL, United States | $253,152,664 | |
|
STERLING RETIREMENT GROUP OF SACRAMENTO INC.
CRD 168397
|
ROSEVILLE, CA, United States | $253,000,000 | |
|
ELEVATION CAPITAL ADVISORY, LLC
CRD 171473
|
BEND, OR, United States | $252,899,443 | |
|
ROBBINS FARLEY LLC
CRD 286581
|
BEDFORD, NH, United States | $252,865,278 | |
|
ENDEAVOR WEALTH ADVISORS, LLC
CRD 305348
|
PEPPER PIKE, OH, United States | $252,794,072 | |
|
CORRADO ADVISORS, LLC
CRD 111721
|
RAMSEY, NJ, United States | $252,750,357 | |
|
UNLESS MANAGEMENT LP
CRD 318549
|
BOULDER, CO, United States | $252,725,527 | |
|
AURORA INVESTMENT COUNSEL
CRD 107460
|
ATLANTA, GA, United States | $252,723,544 | |
|
TREASURE INVESTMENT MANAGEMENT, LLC
CRD 309258
|
SCOTTSDALE, AZ, United States | $252,655,798 | |
|
GHE, LLC
CRD 125245
|
MEMPHIS, TN, United States | $252,605,307 | |
|
PATRICK M. SWEENEY & ASSOCIATES, INC
CRD 112802
|
LIBERTYVILLE, IL, United States | $252,538,390 | |
|
TAYLOR SECURITIES SERVICES, INC.
CRD 304070
|
HARRISBURG, PA, United States | $252,504,708 | |
|
HUMPHREYS CAPITAL, LLC
CRD 309323
|
OKLAHOMA CITY, OK, United States | $252,426,274 | |
|
WAYCROSS INVESTMENT MANAGEMENT COMPANY
CRD 105034
|
BELLINGHAM, WA, United States | $252,424,231 | |
|
LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC
CRD 331717
|
$252,398,085 | ||
|
WINTERS FINANCIAL GROUP, INC.
CRD 309549
|
WESTLAKE VILLAGE, CA, United States | $252,299,559 | |
|
JCP INVESTMENT MANAGEMENT, LLC
CRD 150635
|
HOUSTON, TX, United States | $252,257,241 |