Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
|
TUCSON, AZ, United States | $240,209,300 | |
|
CLEARFIELD CAPITAL MANAGEMENT LP
CRD 174981
|
NEW YORK, NY, United States | $240,200,778 | |
|
BUTTONWOOD GROUP ADVISORS LLC
CRD 173608
|
UNIONDALE, NY, United States | $240,177,026 | |
|
KAIYO WEALTH LLC
CRD 316431
|
SAN DIEGO, CA, United States | $240,126,229 | |
|
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC
CRD 312706
|
PADUCAH, KY, United States | $240,125,414 | |
|
TRUE WEALTH ADVISORY GROUP, LLC
CRD 306523
|
MIAMI, FL, United States | $240,117,337 | |
|
LANE BROTHERS & CO INC
CRD 105968
|
PRESCOTT, AZ, United States | $240,099,860 | |
|
IFS GROUP, LLC
CRD 328774
|
MECHANICSBURG, PA, United States | $240,000,000 | |
|
LOYOLA ASSET MANAGEMENT LLC
CRD 153255
|
CORAL GABLES, FL, United States | $239,900,141 | |
|
FOREFRONT WEALTH PARTNERS, LLC
CRD 308521
|
AUSTIN, TX, United States | $239,835,320 | |
|
MAREST CAPITAL, LLC
CRD 315958
|
ENCINO, CA, United States | $239,789,880 | |
|
BREWSTER FINANCIAL PLANNING LLC
CRD 125291
|
BROOKLYN, NY, United States | $239,734,631 | |
|
BARLOW, LINDA, ANN
CRD 111643
|
SANTA ANA, CA, United States | $239,644,680 | |
|
OUTFITTER ENERGY MANAGEMENT, LLC
CRD 286213
|
HOUSTON, TX, United States | $239,632,394 | |
|
LIFETIME WEALTH MANAGEMENT P.C.
CRD 145492
|
ROCKWALL, TX, United States | $239,630,662 | |
|
THE CIRCUMFERENCE GROUP LLC
CRD 159012
|
LITTLE ROCK, AR, United States | $239,600,000 | |
|
GATEMORE CAPITAL MANAGEMENT LP
CRD 332864
|
ASPEN, CO, United States | $239,470,567 | |
|
TRIVANT CUSTOM PORTFOLIO GROUP LLC
CRD 129803
|
SAN DIEGO, CA, United States | $239,428,000 | |
|
SEA CLIFF PARTNERS MANAGEMENT, LP
CRD 316909
|
SAN FRANCISCO, CA, United States | $239,398,693 | |
|
SWP FINANCIAL LLC
CRD 327885
|
ENCINITAS, CA, United States | $239,389,499 | |
|
E6 PORTFOLIOS
CRD 326617
|
MIDVALE, UT, United States | $239,352,615 | |
|
BRIAN LOW FINANCIAL GROUP, LLC
CRD 306346
|
BATON ROUGE, LA, United States | $239,345,026 | |
|
JONES KERTZ & ASSOCIATES, INC.
CRD 104976
|
BLAINE, MN, United States | $239,207,535 | |
|
GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
|
ATLANTA, GA, United States | $239,203,268 | |
|
HEIGHTS LLC
CRD 315969
|
LOS ANGELES, CA, United States | $239,198,370 | |
|
DRIVEN INVESTMENTS LLC
CRD 310095
|
$239,188,627 | ||
|
ROLEK WEALTH MANAGEMENT LLC
CRD 285351
|
BERWYN, PA, United States | $239,161,911 | |
|
SAOS CAPITAL, LLC
CRD 159515
|
MOUNT PLEASANT, SC, United States | $239,116,090 | |
|
BIRCHVIEW CAPITAL, LP
CRD 170534
|
BURLINGTON, VT, United States | $239,112,096 | |
|
CASTANEA PARTNERS INC.
CRD 160229
|
NEWTON, MA, United States | $239,000,000 | |
|
FOOTPATH VENTURES LP
CRD 306142
|
NEW YORK, NY, United States | $238,974,774 | |
|
STREET CAPITAL PARTNERS, LLC
CRD 309233
|
INDIANAPOLIS, IN, United States | $238,933,754 | |
|
ORRELL CAPITAL MANAGMENT, INC.
CRD 112487
|
LIVERMORE, CA, United States | $238,933,634 | |
|
ORCAM FINANCIAL GROUP, LLC
CRD 164874
|
$238,930,000 | ||
|
SNOWCAP CAPITAL MANAGEMENT, LLC
CRD 146883
|
DALLAS, TX, United States | $238,889,532 | |
|
INVESTMENT MANAGEMENT & PLANNING LLC
CRD 146041
|
GREENVILLE, DE, United States | $238,848,448 | |
|
INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
|
PUYALLUP, WA, United States | $238,839,710 | |
|
MOSAIC WEALTH MANAGEMENT, L.L.C.
CRD 142793
|
$238,805,080 | ||
|
TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
CRD 166664
|
$238,791,843 | ||
|
CPR INVESTMENTS INC
CRD 139067
|
ROCHESTER, MI, United States | $238,785,216 | |
|
ROCK HILL CAPITAL GROUP, LLC
CRD 163129
|
HOUSTON, TX, United States | $238,768,632 | |
|
CALLODINE BDC ADVISOR, LLC
CRD 342427
|
BOSTON, MA, United States | $238,711,843 | |
|
GFS WEALTH MANAGEMENT ADVISORS, INC.
CRD 285679
|
SHELTON, CT, United States | $238,639,022 | |
|
NINTH ETERNITY ASSET MANAGEMENT LLC
CRD 306985
|
NEW YORK, NY, United States | $238,591,888 | |
|
WESTHAMPTON CAPITAL, LLC
CRD 119176
|
WINSTON-SALEM, NC, United States | $238,519,094 | |
|
PROSSIMO ADVISORS LLC
CRD 289347
|
SAN LUIS OBISPO, CA, United States | $238,503,090 | |
|
SMITH BRUER ADVISORS, LLC
CRD 284508
|
TALLAHASSEE, FL, United States | $238,483,049 | |
|
WATERWHEEL CAPITAL MANAGEMENT, L.P.
CRD 289407
|
ATHENS, Greece | $238,475,520 | |
|
GOALFUSION WEALTH MANAGEMENT, LLC
CRD 309756
|
$238,468,507 | ||
|
R.H. INVESTMENT GROUP, LLC
CRD 115994
|
SCOTTSDALE, AZ, United States | $238,461,764 |