Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
|
MILWAUKEE, WI, United States | $252,255,333 | |
|
DB & C ADVISORS, LLC
CRD 155645
|
HOLLAND, MI, United States | $252,161,280 | |
|
PRINCIPLED WEALTH ADVISORS, LLC
CRD 138143
|
COVINGTON, KY, United States | $252,109,486 | |
|
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
|
MILWAUKEE, WI, United States | $252,060,000 | |
|
MONARCH COLLECTIVE FUND MANAGEMENT, LP
CRD 326408
|
$252,049,738 | ||
|
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
CRD 296931
|
$252,039,818 | ||
|
FISCHER INVESTMENT STRATEGIES, LLC
CRD 156883
|
WESTLAKE VILLAGE, CA, United States | $251,920,360 | |
|
MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161
|
FISHKILL, NY, United States | $251,868,217 | |
|
COINSHARES ASSET MANAGEMENT (US) LLC
CRD 314541
|
NEW YORK, NY, United States | $251,859,210 | |
|
ADVANCED FINANCIAL STRATEGIES INC
CRD 108296
|
IRVINE, CA, United States | $251,748,030 | |
|
REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
|
ROCKVILLE, MD, United States | $251,638,819 | |
|
BRIDGES CAPITAL LLC
CRD 297718
|
FORT LAUDERDALE, FL, United States | $251,632,877 | |
|
HC2 CAPITAL, LLC
CRD 285982
|
DALLAS, TX, United States | $251,622,842 | |
|
ARETEX CAPITAL MANAGEMENT, LP
CRD 296753
|
NEW YORK, NY, United States | $251,594,410 | |
|
RIVERCHASE WEALTH MANAGEMENT, LLC
CRD 156950
|
FLOWER MOUND, TX, United States | $251,469,812 | |
|
TALISMAN WEALTH ADVISORS, LLC
CRD 313283
|
MOUNTAINSIDE, NJ, United States | $251,337,097 | |
|
WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
|
OSHKOSH, WI, United States | $251,236,133 | |
|
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
CRD 281772
|
WASHINGTON, DC, United States | $251,227,810 | |
|
MERCED CAPITAL, L.P.
CRD 137228
|
MINNETONKA, MN, United States | $251,222,198 | |
|
CASSIA CAPITAL PARTNERS LLC
CRD 159911
|
WINSTON SALEM, NC, United States | $251,207,843 | |
|
MARIACA WEALTH MANAGEMENT, LLC
CRD 164001
|
WELLINGTON, FL, United States | $251,123,200 | |
|
PETERSON WEALTH MANAGEMENT, LLC
CRD 285415
|
SPARKS, NV, United States | $251,106,521 | |
|
CHECKS & BALANCES, INC.
CRD 112145
|
ATLANTA, GA, United States | $251,093,751 | |
|
TEAM FINANCIAL GROUP, LLC
CRD 309411
|
TEMECULA, CA, United States | $251,054,808 | |
|
WINDLE WEALTH, LLC
CRD 285653
|
OKLAHOMA CITY, OK, United States | $251,046,200 | |
|
HMM GROUP LLC
CRD 289044
|
INDIAN WELLS, CA, United States | $251,031,106 | |
|
KARLOV STREET CAPITAL, LLC
CRD 288910
|
BOCA RATON, FL, United States | $251,027,703 | |
|
SEEK FIRST INC.
CRD 312546
|
CAMPBELL, CA, United States | $251,000,000 | |
|
AC INVESTMENT MANAGEMENT, LLC
CRD 140443
|
NEW YORK, NY, United States | $250,967,301 | |
|
TETON ADVISORS, LLC
CRD 105963
|
GREENWICH, CT, United States | $250,932,400 | |
|
BLODGETT WEALTH ADVISORS, LLC
CRD 316838
|
$250,929,334 | ||
|
BIOS CAPITAL MANAGEMENT, LP
CRD 298955
|
FORT WORTH, TX, United States | $250,897,987 | |
|
THE RUDD COMPANY, LLC
CRD 289276
|
FORT WORTH, TX, United States | $250,838,846 | |
|
LIBERTY FORGE LLC
CRD 343208
|
BOSTON, MA, United States | $250,802,244 | |
|
TITAN FUND MANAGEMENT, LLC
CRD 290562
|
ALBUQUERQUE, NM, United States | $250,736,015 | |
|
DEANE RETIREMENT STRATEGIES, INC.
CRD 127096
|
NEW ORLEANS, LA, United States | $250,732,080 | |
|
DS2 CAPITAL LLC
CRD 340706
|
$250,625,000 | ||
|
THE STONE CREEK GROUP, LLC
CRD 182512
|
ENGLEWOOD, CO, United States | $250,599,719 | |
|
WEALTHMD CORPORATION
CRD 140498
|
LOUISVILLE, KY, United States | $250,521,809 | |
|
AMARA FINANCIAL, LLC
CRD 308290
|
SAN FRANCISCO, CA, United States | $250,466,937 | |
|
LEGEND CAPITAL ADVISORS LLC
CRD 336029
|
$250,452,109 | ||
|
RECURRING CAPITAL MANAGEMENT COMPANY, LLC
CRD 285114
|
AUSTIN, TX, United States | $250,439,072 | |
|
MWA INVESTMENTS, LLC
CRD 156685
|
WHITE STONE, VA, United States | $250,409,031 | |
|
LIG CAPITAL MANAGEMENT, LLC
CRD 130489
|
OKLAHOMA CITY, OK, United States | $250,406,715 | |
|
FARLEY CAPITAL L.P.
CRD 157747
|
$250,348,119 | ||
|
FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD 286079
|
DANVILLE, CA, United States | $250,341,000 | |
|
MOKAN WEALTH MANAGEMENT INC
CRD 328005
|
OVERLAND PARK, KS, United States | $250,337,407 | |
|
MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036
|
NORTHBROOK, IL, United States | $250,312,643 | |
|
MAVEN EQUITY PARTNERS, LLC
CRD 304461
|
LARKSPUR, CA, United States | $250,289,785 | |
|
COGENT PRIVATE WEALTH, INC.
CRD 319092
|
ORLANDO, FL, United States | $250,272,040 |