Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
JOURNEY BEYOND WEALTH, LLC
CRD 290367
|
ROSWELL, GA, United States | $250,267,449 | |
|
TRITONPOINT CAPITAL, LLC
CRD 336417
|
CHEVY CHASE, MD, United States | $250,178,748 | |
|
THE EHRLICH GROUP LLC
CRD 325595
|
LAGUNA NIGUEL, CA, United States | $250,145,300 | |
|
ALTURA WEALTH ADVISORS INC.
CRD 309501
|
SANTA CLARA, CA, United States | $250,101,374 | |
|
BEADELL A D INVESTMENT COUNSEL INC
CRD 106946
|
MEQUON, WI, United States | $250,005,853 | |
|
FIRSTRUST LLC
CRD 111800
|
DAYTONA BEACH, FL, United States | $250,000,000 | |
|
INVESTOLOGY INC.
CRD 130408
|
RESTON, VA, United States | $250,000,000 | |
|
SWISS USADVISORS LTD.
CRD 158706
|
ZURICH, Switzerland | $250,000,000 | |
|
BISON CAPITAL ADVISORS, LLC
CRD 306471
|
OKLAHOMA CITY, OK, United States | $250,000,000 | |
|
QSO CAPITAL MANAGEMENT LLC
CRD 340892
|
FORT LAUDERDALE, FL, United States | $250,000,000 | |
|
KUTUMB INVESTMENTS LLC
CRD 342420
|
PALM BEACH GARDENS, FL, United States | $250,000,000 | |
|
WD RUTHERFORD LLC
CRD 167545
|
PORTLAND, OR, United States | $249,984,319 | |
|
DEAN WEALTH PARTNERS, LLC
CRD 298237
|
AUSTIN, TX, United States | $249,810,922 | |
|
OXENFREE CAPITAL LLC
CRD 327105
|
MELBOURNE, FL, United States | $249,778,714 | |
|
TIDECREST WEALTH MANAGEMENT, LLC
CRD 332422
|
NEWPORT BEACH, CA, United States | $249,671,442 | |
|
BRAUN-BOSTICH & ASSOCIATES INC.
CRD 288336
|
CANONSBURG, PA, United States | $249,638,585 | |
|
VANDALIA WEALTH MANAGEMENT INCORPORATED
CRD 340089
|
CHARLESTON, WV, United States | $249,574,253 | |
|
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC
CRD 155306
|
$249,546,024 | ||
|
SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD 170029
|
CAMARILLO, CA, United States | $249,527,694 | |
|
CALABASAS ADVISORY GROUP, LLC
CRD 288224
|
WESTLAKE VILLAGE, CA, United States | $249,526,000 | |
|
NORTHILL AIMS, LLC
CRD 339338
|
RICHARDSON, TX, United States | $249,477,467 | |
|
CHANCELLOR FINANCIAL GROUP LP
CRD 159563
|
WILKES-BARRE, PA, United States | $249,305,348 | |
|
PRAIRIE RIVERS INVESTMENTS, LLC
CRD 288153
|
ROBINSON, IL, United States | $249,261,888 | |
|
E. BATOFF & CO., INC.
CRD 124815
|
TAMPA, FL, United States | $249,200,000 | |
|
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
CRD 310056
|
HOUSTON, TX, United States | $249,186,592 | |
|
BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.
CRD 104684
|
TOWSON, MD, United States | $249,134,519 | |
|
EMERGENT WEALTH ADVISORS, LLC
CRD 174845
|
WILLIAMSVILLE, NY, United States | $249,075,065 | |
|
SAF ADVISORS LLC
CRD 284283
|
$248,971,000 | ||
|
GALLIOTT CAPITAL ADVISORS, LLC
CRD 313094
|
BEVERLY HILLS, CA, United States | $248,958,072 | |
|
BUCKHORN RESOURCES, LP
CRD 226647
|
HOUSTON, TX, United States | $248,924,810 | |
|
FOREST HILL CAPITAL, LLC
CRD 129667
|
LITTLE ROCK, AR, United States | $248,830,499 | |
|
EVERGREEN WEALTH MANAGEMENT, LLC
CRD 174090
|
WILLIAMSTON, MI, United States | $248,707,109 | |
|
LAKEWOOD ASSET MANAGEMENT, LLC
CRD 174887
|
NAPERVILLE, IL, United States | $248,655,064 | |
|
MICHAEL BRADY & CO., LLC
CRD 130093
|
WESTLAKE, OH, United States | $248,589,752 | |
|
CASSEDY FINANCIAL GROUP, INC.
CRD 111446
|
TAMPA, FL, United States | $248,446,484 | |
|
TRIBECA FINANCIAL, LLC
CRD 113245
|
MESA, AZ, United States | $248,321,387 | |
|
DWD PORTFOLIO SOLUTIONS, INC.
CRD 121435
|
PITTSBURGH, PA, United States | $248,319,994 | |
|
THE CLIFFORD GROUP LLC
CRD 318897
|
WAYLAND, MA, United States | $248,284,751 | |
|
ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
|
BOSTON, MA, United States | $248,226,322 | |
|
LUEDTKE & ASSOCIATES LLC
CRD 337424
|
$248,153,016 | ||
|
MLP3, LLC
CRD 296314
|
LINWOOD, NJ, United States | $248,141,647 | |
|
ROSENWALD CAPITAL MANAGEMENT, INC.
CRD 290118
|
REDONDO BEACH, CA, United States | $248,122,453 | |
|
AACP INVESTMENTS, LLC
CRD 314568
|
NEW YORK, NY, United States | $248,121,419 | |
|
CEDAR POINT CAPITAL PARTNERS, LLC
CRD 317532
|
CEDAR RAPIDS, IA, United States | $248,116,441 | |
|
GRAMERCY STRATEGIC CAPITAL LLC
CRD 315875
|
$247,861,140 | ||
|
FIRST SECURITY INVESTMENT MANAGEMENT, INC.
CRD 108350
|
LITTLE ROCK, AR, United States | $247,788,067 | |
|
AEGIS WEALTH GROUP, LLC
CRD 222515
|
MIDVALE, UT, United States | $247,716,434 | |
|
FENWAY FINANCIAL ADVISORS, LLC
CRD 139775
|
ARLINGTON, VA, United States | $247,688,831 | |
|
FOCUS WEALTH ADVISORS, LLC
CRD 165425
|
HOUSTON, TX, United States | $247,601,728 | |
|
COVE CAPITAL MANAGEMENT INC.
CRD 284649
|
BRENTWOOD, TN, United States | $247,549,900 |