Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
NOVA WEALTH MANAGEMENT, INC.
CRD 169450
|
BONITA SPRINGS, FL, United States | $247,507,765 | |
|
PROPEL BIO MANAGEMENT, LLC
CRD 322858
|
LOS ANGELES, CA, United States | $247,496,668 | |
|
WEALTH INTELLIGENCE, LLC
CRD 333253
|
COLUMBUS, GA, United States | $247,495,975 | |
|
KEYSTONE FINANCIAL GROUP, INC.
CRD 129301
|
ATLANTA, GA, United States | $247,434,680 | |
|
KRAL FINANCIAL ADVISORS, LLC
CRD 138959
|
$247,408,500 | ||
|
SR ALTERNATIVE CREDIT, LLC
CRD 319478
|
DARIEN, CT, United States | $247,365,391 | |
|
AMPLIUS ASSET MANAGEMENT, LLC
CRD 334991
|
BLUE BELL, PA, United States | $247,303,106 | |
|
BPP WEALTH SOLUTIONS, LLC
CRD 166962
|
BASKING RIDGE, NJ, United States | $247,268,792 | |
|
BLUELINE ADVISORS LLC
CRD 164642
|
EXETER, NH, United States | $247,237,600 | |
|
WASHINGTON GROWTH STRATEGIES LLC
CRD 171774
|
WASHINGTON, DC, United States | $247,180,436 | |
|
ANCHOR BAY CAPITAL, INC.
CRD 116913
|
CARLSBAD, CA, United States | $247,127,800 | |
|
FILLMORE CAPITAL PARTNERS, LLC
CRD 139256
|
POWELL, OH, United States | $247,072,343 | |
|
AGP FRANKLIN, LLC
CRD 331699
|
FRANKLIN, TN, United States | $247,058,110 | |
|
BAUM CAPITAL PARTNERS MANAGEMENT, LLC
CRD 288225
|
KANSAS CITY, MO, United States | $247,005,439 | |
|
INTERVEST LTD
CRD 104614
|
CHEVY CHASE, MD, United States | $246,950,187 | |
|
NORTHERN EDGE WEALTH MANAGEMENT, LLC
CRD 338102
|
MARQUETTE, MI, United States | $246,928,100 | |
|
EUDAIMONIA ASSET MANAGEMENT, LLC
CRD 299379
|
WINCHESTER, TN, United States | $246,890,946 | |
|
TENET WEALTH PARTNERS, LLC
CRD 339818
|
CHAMPAIGN, IL, United States | $246,867,155 | |
|
IMPACT ENGINE MANAGEMENT, PBC
CRD 304022
|
CHICAGO, IL, United States | $246,808,006 | |
|
LIGHTHOUSE WEALTH MANAGEMENT, LLC
CRD 307529
|
CAMP HILL, PA, United States | $246,761,584 | |
|
VALUE INVESTMENT PROFESSIONALS, LLC
CRD 164704
|
NEW YORK, NY, United States | $246,737,018 | |
|
JULEX CAPITAL MANAGEMENT, LLC
CRD 166053
|
NATICK, MA, United States | $246,703,138 | |
|
STRIVE FINANCIAL GROUP, LLC
CRD 333298
|
CARMEL, IN, United States | $246,692,286 | |
|
SRP CAPITAL ADVISORS LLC
CRD 289466
|
DALLAS, TX, United States | $246,500,134 | |
|
17 CAPITAL PARTNERS, LLC
CRD 283013
|
PHOENIX, AZ, United States | $246,415,209 | |
|
VANTAGE CONSULTING GROUP INC
CRD 105240
|
VIRGINIA BEACH, VA, United States | $246,284,181 | |
|
TACONIC ADVISORS INC.
CRD 123961
|
SAUGERTIES, NY, United States | $246,265,616 | |
|
NEXXUS HOLDINGS ADVISORS LLC
CRD 166884
|
SANTA BARBARA, CA, United States | $246,222,556 | |
|
MCKINNEY CAPITAL MANAGEMENT LLC
CRD 338774
|
HOUSTON, TX, United States | $246,134,643 | |
|
NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
|
BURLINGTON, MA, United States | $246,119,348 | |
|
THE PROFESSIONAL FINANCIAL COMPANY LLC
CRD 286419
|
OREM, UT, United States | $246,055,621 | |
|
ASEMPA, LLC
CRD 328609
|
BATON ROUGE, LA, United States | $246,043,951 | |
|
RIVONIA ROAD CAPITAL LLC
CRD 296295
|
SANTA MONICA, CA, United States | $246,010,595 | |
|
DES MOINES INVESTMENTS, LLC
CRD 146322
|
DES MOINES, IA, United States | $246,000,000 | |
|
HALL RETIREMENT PLANNING SERVICES, LLC
CRD 289847
|
KNOXVILLE, TN, United States | $245,979,415 | |
|
SIERRA PACIFIC PRIVATE WEALTH, LLC
CRD 131738
|
PLEASANTON, CA, United States | $245,900,000 | |
|
3B CAPITAL MANAGEMENT, LP
CRD 300098
|
DALLAS, TX, United States | $245,886,438 | |
|
PINNACLE WEST ASSET MANAGEMENT INC
CRD 106527
|
CASPER, WY, United States | $245,878,047 | |
|
GLC INVESTMENT ADVISORS, LLC
CRD 158414
|
$245,861,000 | ||
|
INSIGHT INV LLC
CRD 172511
|
EL SEGUNDO, CA, United States | $245,734,467 | |
|
TORO WEST CAPITAL ADVISORS, LLC
CRD 331265
|
LOUISVILLE, CO, United States | $245,672,052 | |
|
GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
|
KINGSTON, NJ, United States | $245,661,289 | |
|
ALTERNATIVE FUND ADVISORS, LLC
CRD 313109
|
BOSTON, MA, United States | $245,614,130 | |
|
WEALTHWAY FINANCIAL ADVISORS
CRD 108824
|
NORFOLK, VA, United States | $245,569,000 | |
|
BOSTWICK CAPITAL LLC
CRD 162386
|
LOCUST VALLEY, NY, United States | $245,429,146 | |
|
RM FINANCIAL SERVICES, LLC
CRD 304297
|
FALMOUTH, ME, United States | $245,391,882 | |
|
OPTIMIST RETIREMENT GROUP, LLC
CRD 119086
|
BELLEVUE, WA, United States | $245,276,023 | |
|
STROBE VENTURES LP
CRD 334227
|
BROOKLYN, NY, United States | $245,207,721 | |
|
CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD 323302
|
WINSTON SALEM, NC, United States | $245,163,421 | |
|
SAAS CAPITAL, LLC
CRD 298213
|
CINCINNATI, OH, United States | $244,923,385 |