Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
JM2 CAPITAL INC.
CRD 292351
|
EDMOND, OK, United States | $238,449,954 | |
|
ACUTE INVESTMENT ADVISORY, LLC
CRD 170368
|
MESA, AZ, United States | $238,432,347 | |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP
CRD 143598
|
NEW YORK, NY, United States | $238,419,449 | |
|
STRATEGIC WEALTH CAPITAL, LLC
CRD 326299
|
SAN FRANCISCO, CA, United States | $238,395,849 | |
|
PF ADVISORS, LLC
CRD 277156
|
CHADDS FORD, PA, United States | $238,367,520 | |
|
SEQUOIA WEALTH MANAGEMENT GROUP LLC
CRD 311268
|
$238,361,413 | ||
|
COVALENCE INVESTMENT PARTNERS, L.P.
CRD 332274
|
HOUSTON, TX, United States | $238,357,714 | |
|
BROADMARK ASSET MANAGEMENT LLC
CRD 109422
|
DALLAS, TX, United States | $238,352,315 | |
|
GOLDENSTONE WEALTH MANAGEMENT, LLC
CRD 310041
|
EL DORADO HILLS, CA, United States | $238,259,000 | |
|
SECTOR ANALYSTS LLC
CRD 169789
|
ALLENTOWN, PA, United States | $238,163,786 | |
|
GRAPHENE CAPITAL MANAGEMENT LP
CRD 330557
|
NEW YORK, NY, United States | $238,100,000 | |
|
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
CRD 157714
|
RED BANK, NJ, United States | $238,078,668 | |
|
RACHOR INVESTMENT ADVISORY SERVICES, LLC
CRD 105495
|
LINDEN, MI, United States | $238,062,651 | |
|
KELLEY INVESTMENTS, LLC
CRD 119099
|
$237,956,390 | ||
|
3J CAPITAL PARTNERS LTD
CRD 292257
|
SAO PAULO, Brazil | $237,955,686 | |
|
INNOVIUS CAPITAL MANAGEMENT, LLC
CRD 311568
|
SAN FRANCISCO, CA, United States | $237,853,348 | |
|
GOLDEN ROAD ADVISORS LLC
CRD 314077
|
TAMPA, FL, United States | $237,749,516 | |
|
QUEST 10 WEALTH BUILDERS, INC.
CRD 154092
|
FUQUAY-VARINA, NC, United States | $237,739,145 | |
|
FORTUNE 45, LLC.
CRD 170693
|
GONZALES, LA, United States | $237,666,282 | |
|
GSA CAPITAL PARTNERS (NEW YORK) LP
CRD 286369
|
NEW YORK, NY, United States | $237,568,569 | |
|
LIGHTHOUSE WEALTH MANAGEMENT, INC.
CRD 157925
|
ASHLAND, OH, United States | $237,561,229 | |
|
CARLSBAD WEALTH ADVISORY GROUP, INC.
CRD 146587
|
CARLSBAD, CA, United States | $237,557,236 | |
|
MONTCALM TCR LLC
CRD 164521
|
SAN FRANCISCO, CA, United States | $237,542,520 | |
|
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC
CRD 133171
|
NEW YORK, NY, United States | $237,444,960 | |
|
EVEREST WEALTH MANAGEMENT, LLC
CRD 133823
|
LEAWOOD, KS, United States | $237,424,189 | |
|
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
|
PARSIPPANY, NJ, United States | $237,406,702 | |
|
CAPITAL FINANCIAL GROUP, INC.
CRD 111709
|
LITTLETON, CO, United States | $237,367,874 | |
|
REDEMPTION CAPITAL PARTNERS, LLC
CRD 310824
|
MIDLAND, TX, United States | $237,337,964 | |
|
CENTENNIAL ADVISORS, LLC
CRD 290778
|
AUSTIN, TX, United States | $237,327,848 | |
|
NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
|
JORDAN, MN, United States | $237,322,597 | |
|
AWAKEN WEALTH PARTNERS LLC
CRD 341005
|
HOUSTON, TX, United States | $237,266,565 | |
|
PENTO PORTFOLIO STRATEGIES, LLC
CRD 159217
|
NAPLES, FL, United States | $237,261,430 | |
|
ELDERADO FINANCIAL, INC
CRD 112908
|
MONTROSE, CO, United States | $237,228,760 | |
|
SOUNDCORE CAPITAL PARTNERS, LLC
CRD 288749
|
NEW YORK, NY, United States | $237,208,456 | |
|
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
CRD 157019
|
VANCOUVER, WA, United States | $237,124,472 | |
|
CAMBRIDGE WEALTH ADVISORS, LLC
CRD 148889
|
$237,029,977 | ||
|
VALTERRA PARTNERS LLC
CRD 316443
|
AUSTIN, TX, United States | $236,951,404 | |
|
MINERVA PLANNING GROUP, INC.
CRD 127263
|
DECATUR, GA, United States | $236,858,996 | |
|
A3 CAPITAL ADVISORS, LLC
CRD 338956
|
HOUSTON, TX, United States | $236,845,287 | |
|
CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874
|
GILBERT, AZ, United States | $236,835,677 | |
|
AXIOM INVESTMENT MANAGEMENT LLC
CRD 141516
|
NEW YORK, NY, United States | $236,775,276 | |
|
YOUR PRIVATE CLIENT GROUP, INC.
CRD 292621
|
$236,702,434 | ||
|
NVEST WEALTH STRATEGIES, INC.
CRD 139758
|
POWELL, OH, United States | $236,690,161 | |
|
SPRINGVEST WEALTH MANAGEMENT, LLC
CRD 329297
|
DALLAS, TX, United States | $236,555,572 | |
|
LEVEL WEALTH MANAGEMENT LLC
CRD 301381
|
GREENSBORO, NC, United States | $236,530,307 | |
|
SPECTRUM FINANCIAL INC
CRD 105618
|
VIRGINIA BEACH, VA, United States | $236,484,223 | |
|
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
|
LA CROSSE, WI, United States | $236,437,421 | |
|
CASTLE WEALTH PLANNING LLC
CRD 141601
|
SANTA BARBARA, CA, United States | $236,435,373 | |
|
LANIER FINANCIAL GROUP LLC
CRD 152945
|
ATHENS, GA, United States | $236,201,282 | |
|
RULE ONE PARTNERS, LLC
CRD 166341
|
MORELAND, GA, United States | $236,194,041 |