Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MCBROOM & ASSOCIATES, LLC
CRD 151187
|
LAS VEGAS, NV, United States | $242,094,579 | |
|
INTELLIGENT FINANCIAL STRATEGIES, LLC
CRD 108048
|
EXCELSIOR, MN, United States | $241,994,381 | |
|
J. P. DAVIS, INC.
CRD 289548
|
ORO VALLEY, AZ, United States | $241,969,239 | |
|
SANCHEZ & ZURES, LLC
CRD 139898
|
MCLEAN, VA, United States | $241,940,448 | |
|
REVOLUTION CAPITAL, LLC
CRD 300496
|
OMAHA, NE, United States | $241,915,426 | |
|
VANDERBILT AVENUE ASSET MANAGEMENT LLC
CRD 145370
|
NEW YORK, NY, United States | $241,914,564 | |
|
ADOLOS ASSET MANAGEMENT
CRD 315505
|
$241,765,485 | ||
|
ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
|
ERIE, PA, United States | $241,654,345 | |
|
MORI HUSTON PARTNERS LLC
CRD 151260
|
MIAMI, FL, United States | $241,621,242 | |
|
CAYMUS EQUITY PARTNERS, LLC
CRD 322999
|
ATLANTA, GA, United States | $241,617,201 | |
|
1620 INVESTMENT ADVISORS, INC.
CRD 119262
|
PLYMOUTH, MA, United States | $241,583,460 | |
|
TRUE MEASURE WEALTH MANAGEMENT
CRD 116265
|
OMAHA, NE, United States | $241,547,365 | |
|
PRISM PLANNING PARTNERS, LLC
CRD 290485
|
LIBERTYVILLE, IL, United States | $241,542,869 | |
|
WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.
CRD 109576
|
TALLAHASSEE, FL, United States | $241,535,549 | |
|
TREASURE COAST FINANCIAL PLANNING, INC.
CRD 166684
|
VERO BEACH, FL, United States | $241,474,079 | |
|
DFN MANAGEMENT LLC.
CRD 285057
|
TAMPA, FL, United States | $241,367,405 | |
|
MAVEN ROYALTY PARTNERS, LLC
CRD 288377
|
SHREVEPORT, LA, United States | $241,355,014 | |
|
CONSTITUTION CAPITAL LLC
CRD 310378
|
SHELTON, CT, United States | $241,326,000 | |
|
TABR CAPITAL MANAGEMENT, LLC
CRD 129959
|
ORANGE, CA, United States | $241,230,314 | |
|
TURNBRIDGE CAPITAL, LLC
CRD 169843
|
LITTLE ELM, TX, United States | $241,179,517 | |
|
BLAND GARVEY WEALTH ADVISORS, LLC
CRD 140066
|
RICHARDSON, TX, United States | $241,178,422 | |
|
TENERE CAPITAL, LLC
CRD 312441
|
NEW YORK, NY, United States | $241,141,000 | |
|
TRINETRA INVESTMENT MANAGEMENT LLP
CRD 306433
|
LONDON, United Kingdom | $241,100,000 | |
|
VVR HOLDINGS LLC
CRD 334343
|
BELLINGHAM, WA, United States | $241,081,561 | |
|
ENGLISH CAPITAL MANAGEMENT LLC
CRD 234790
|
BLOOMFIELD HILLS, MI, United States | $241,078,442 | |
|
BAYNTREE WEALTH ADVISORS, LLC
CRD 226708
|
SCOTTSDALE, AZ, United States | $241,077,085 | |
|
BARNSTONE ADVISORS LLC
CRD 144511
|
PHOENIXVILLE, PA, United States | $241,063,476 | |
|
HERITAGE HAUS WEALTH PARTNERS LLC
CRD 342736
|
NEW BRAUNFELS, TX, United States | $241,051,249 | |
|
ASSURED RETIREMENT FINANCIAL GROUP, INC.
CRD 179516
|
EDINA, MN, United States | $241,013,112 | |
|
GREYBULL PARTNERS LLC
CRD 128390
|
ATLANTA, GA, United States | $241,003,593 | |
|
BASSAM WEALTH MANAGEMENT, LLC
CRD 330695
|
PALM BEACH, FL, United States | $240,970,936 | |
|
ARMATUS CAPITAL MANAGEMENT, LLC
CRD 284800
|
$240,970,300 | ||
|
CARLIN WEALTH MANAGEMENT GROUP, LLC
CRD 325306
|
AUSTIN, TX, United States | $240,889,754 | |
|
CAROLINA FINANCIAL ADVISORS, INC.
CRD 118823
|
GREENSBORO, NC, United States | $240,885,264 | |
|
PSC CAPITAL PARTNERS LLC
CRD 165620
|
MINNEAPOLIS, MN, United States | $240,837,420 | |
|
THE KIECKHEFER GROUP LLC
CRD 331128
|
MEQUON, WI, United States | $240,822,533 | |
|
CORPORATE CONSULTING GROUP, INC.
CRD 123761
|
TULSA, OK, United States | $240,753,338 | |
|
BURRUS FINANCIAL SERVICES, INC.
CRD 141435
|
SALT LAKE CITY, UT, United States | $240,658,000 | |
|
RICHMOND BROTHERS, INC.
CRD 158916
|
JACKSON, MI, United States | $240,609,821 | |
|
BARKER WEALTH MANAGEMENT, LLC
CRD 226768
|
CAMAS, WA, United States | $240,578,722 | |
|
CHRISTINE MESSMER, P.C.
CRD 121202
|
COLLEGEVILLE, PA, United States | $240,559,205 | |
|
FORBES FINANCIAL PLANNING, INC.
CRD 143912
|
EAST GREENWICH, RI, United States | $240,541,107 | |
|
KANE INVESTMENT MANAGEMENT, INC.
CRD 127337
|
LOS GATOS, CA, United States | $240,524,560 | |
|
R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD 105524
|
ATLANTA, GA, United States | $240,493,266 | |
|
BLUELINE CAPITAL MANAGEMENT, LLC
CRD 338340
|
SAN FRANCISCO, CA, United States | $240,437,028 | |
|
INTERACTIVE FINANCIAL ADVISORS, INC.
CRD 125117
|
NEW LENOX, IL, United States | $240,418,188 | |
|
STOREHOUSE FINANCIAL LLC
CRD 140738
|
FORT WORTH, TX, United States | $240,390,695 | |
|
KEYSTONE FINANCIAL SERVICES, LLC
CRD 308397
|
OMAHA, NE, United States | $240,320,000 | |
|
DELTA CAPITAL MANAGEMENT LLC
CRD 106248
|
RED BANK, NJ, United States | $240,245,252 | |
|
LUMINA WEALTH MANAGEMENT, LLC
CRD 291548
|
WILMINGTON, NC, United States | $240,235,234 |