Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
W ADVISORS LLC
CRD 168452
|
GERMANTOWN, TN, United States | $244,889,761 | |
|
METRONOME CAPITAL LLP
CRD 311170
|
LONDON, LONDON, United Kingdom | $244,852,628 | |
|
INTEGRAS PARTNERS, LLC
CRD 172979
|
ALPHARETTA, GA, United States | $244,833,956 | |
|
MERRION INVESTMENT MANAGEMENT CO, LLC
CRD 139143
|
CRANFORD, NJ, United States | $244,813,786 | |
|
KULTURA CAPITAL MANAGEMENT LP
CRD 327510
|
PARK CITY, UT, United States | $244,688,107 | |
|
MJR FINANCIAL LLC
CRD 289923
|
AUSTIN, TX, United States | $244,657,891 | |
|
LEON CAPITAL MANAGEMENT, LLC
CRD 332987
|
DALLAS, TX, United States | $244,651,938 | |
|
CLEAR RIDGE WEALTH MANAGEMENT, LLC
CRD 172689
|
KALAMAZOO, MI, United States | $244,630,166 | |
|
STIRLINGSHIRE RIA LLC
CRD 327779
|
NEW YORK, NY, United States | $244,624,972 | |
|
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
CRD 288157
|
CEDAR PARK, TX, United States | $244,618,764 | |
|
CITY DIFFERENT HOLDINGS LP
CRD 310982
|
SANTA FE, NM, United States | $244,435,498 | |
|
LEDERER & ASSOCIATES INVESTMENT COUNSEL
CRD 110376
|
LONG BEACH, CA, United States | $244,306,687 | |
|
GULFSTREAM CM, LLC
CRD 165459
|
SUMMIT, NJ, United States | $244,221,320 | |
|
BAZIS PRIVATE WEALTH, LLC
CRD 148605
|
OMAHA, NE, United States | $244,134,828 | |
|
BANDERA PARTNERS LLC
CRD 161230
|
BROOKLYN, NY, United States | $244,104,385 | |
|
TYR CAPITAL ADVISORS, LLC
CRD 326208
|
OVERLAND PARK, KS, United States | $244,078,571 | |
|
SHOREVEST PARTNERS, LTD.
CRD 284681
|
TORTOLA, British Virgin Islands | $243,995,831 | |
|
RICHARDSON WEALTH (USA) LIMITED
CRD 166090
|
TORONTO, ONTARIO, Canada | $243,943,262 | |
|
CFO CAPITAL MANAGEMENT, LLC
CRD 110950
|
FAIRFIELD, CT, United States | $243,939,751 | |
|
ARES FINANCIAL CONSULTING LLC
CRD 282852
|
CALABASAS, CA, United States | $243,880,799 | |
|
INVERA WEALTH ADVISORS LLC
CRD 323792
|
$243,846,917 | ||
|
LEGACY SOLUTIONS, LLC
CRD 323360
|
KENNETT SQUARE, PA, United States | $243,826,836 | |
|
ABUNDANT WEALTH MANAGEMENT LLC
CRD 331285
|
STAMFORD, CT, United States | $243,812,650 | |
|
FOUNDATION CAPITAL MANAGEMENT, LLC
CRD 142659
|
EAST NORRITON, PA, United States | $243,788,920 | |
|
STEGENT EQUITY ADVISORS INC.
CRD 114518
|
HOUSTON, TX, United States | $243,720,951 | |
|
PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD 281935
|
PLYMOUTH, MI, United States | $243,687,260 | |
|
EVERGREEN CAPITAL ASSOCIATES LLC
CRD 312909
|
PLAINSBORO, NJ, United States | $243,646,076 | |
|
BRAHMA MANAGEMENT LLC
CRD 146254
|
$243,589,598 | ||
|
JASON A PRATTES FINANCIAL INC
CRD 298746
|
NEWPORT BEACH, CA, United States | $243,553,033 | |
|
PURSUE WEALTH PARTNERS, LLC
CRD 326348
|
$243,363,686 | ||
|
JRE ADVISORS LLC
CRD 318777
|
NEW YORK, NY, United States | $243,262,285 | |
|
EXIT WEALTH ADVISORS, LLC
CRD 332573
|
ALPHARETTA, GA, United States | $243,222,773 | |
|
RINALDI WEALTH MANAGEMENT, INC.
CRD 311583
|
BONITA SPRINGS, FL, United States | $243,200,000 | |
|
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135
|
BEND, OR, United States | $243,000,000 | |
|
RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394
|
TOPEKA, KS, United States | $242,850,000 | |
|
210 WEALTH MANAGEMENT, INC.
CRD 328570
|
MORTON, IL, United States | $242,847,830 | |
|
ZEPHYR INVESTMENT MANAGEMENT, INC.
CRD 166303
|
WESTLAKE VILLAGE, CA, United States | $242,839,591 | |
|
MATTHIAS PRIVATE WEALTH, LLC
CRD 289761
|
WINTER PARK, FL, United States | $242,839,136 | |
|
BLUE SPARK CAPITAL ADVISORS LLC
CRD 159025
|
NEW YORK, NY, United States | $242,792,792 | |
|
BLALOCK WILLIAMS, LLC
CRD 325465
|
ALEXANDER CITY, AL, United States | $242,637,986 | |
|
CHIRON CAPITAL MANAGEMENT, LLC
CRD 308286
|
TALLAHASSEE, FL, United States | $242,635,477 | |
|
LITTLE HARBOR ADVISORS, LLC
CRD 168700
|
MARBLEHEAD, MA, United States | $242,633,524 | |
|
CLADIS INVESTMENT ADVISORY LLC
CRD 153873
|
BILLINGS, MT, United States | $242,614,579 | |
|
RAYBURN WEST FINANCIAL SERVICES LLC
CRD 145264
|
NASHVILLE, TN, United States | $242,553,562 | |
|
SEMINOLE ADVISORY SERVICES, LLC
CRD 148975
|
BELLAIR BLUFFS, FL, United States | $242,523,032 | |
|
WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
|
TIMONIUM, MD, United States | $242,454,876 | |
|
MUNN WEALTH MANAGEMENT, LLC
CRD 174414
|
MAUMEE, OH, United States | $242,348,079 | |
|
BAIN CAPITAL PUBLIC EQUITY, LP
CRD 145650
|
BOSTON, MA, United States | $242,234,196 | |
|
ANSON CAPITAL, INC.
CRD 131416
|
TYRONE, GA, United States | $242,205,754 | |
|
POSITION WEALTH LLC
CRD 325116
|
THE WOODLANDS, TX, United States | $242,108,683 |