Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
NEW CHINA CAPITAL MANAGEMENT CORP.
CRD 295905
|
STAMFORD, CT, United States | $233,720,000 | |
|
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD 316955
|
CINCINNATI, OH, United States | $233,708,457 | |
|
THE ARANDA GROUP ADVISORS, LLC
CRD 302100
|
JENKINTOWN, PA, United States | $233,704,614 | |
|
SKAANA MANAGEMENT L.P.
CRD 311817
|
$233,666,374 | ||
|
GENEVA FINANCIAL GROUP LLC
CRD 331944
|
LAKEWOOD, NJ, United States | $233,663,446 | |
|
ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
|
OKLAHOMA CITY, OK, United States | $233,603,057 | |
|
MPI WEALTH MANAGEMENT LLC
CRD 301011
|
HINSDALE, IL, United States | $233,597,123 | |
|
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD 140082
|
CLEVELAND, OH, United States | $233,436,071 | |
|
CATALYST FINANCIAL NW CORPORATION
CRD 168534
|
GRESHAM, OR, United States | $233,421,000 | |
|
FIGURE 8 INVESTMENT STRATEGIES LLC
CRD 282973
|
BOISE, ID, United States | $233,394,064 | |
|
WINDMARK INVESTMENT PARTNERS, INC.
CRD 131880
|
WILMINGTON, DE, United States | $233,287,932 | |
|
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
CRD 106268
|
MISSION VIEJO, CA, United States | $233,284,348 | |
|
REYNOLDS CHANNEL MANAGEMENT, L.P.
CRD 296292
|
NEW YORK, NY, United States | $233,172,939 | |
|
ASPIREAN WEALTH, LLC
CRD 173138
|
MILL VALLEY, CA, United States | $233,159,926 | |
|
IRONWOOD WEALTH MANAGEMENT, INC.
CRD 128699
|
HURRICANE, WV, United States | $233,131,125 | |
|
HOLOS INTEGRATED WEALTH, LLC
CRD 329884
|
KENNETT SQUARE, PA, United States | $233,097,307 | |
|
LSCP ADVISORS, LLC
CRD 286018
|
AUSTIN, TX, United States | $233,083,519 | |
|
WE ALLIANCE WEALTH ADVISORS, INC.
CRD 175405
|
ROSEVILLE, CA, United States | $233,075,774 | |
|
ANCHOR WEALTH MANAGEMENT GROUP LLC
CRD 329286
|
WEST PALM BEACH, FL, United States | $232,975,560 | |
|
D C VOSS & COMPANY, LLC
CRD 123392
|
$232,930,585 | ||
|
SUNDVOLD CAPITAL MANAGEMENT LLC
CRD 108176
|
COLUMBIA, MO, United States | $232,900,000 | |
|
SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
|
MIDDLETOWN, OH, United States | $232,826,293 | |
|
LIZARD INVESTORS LLC
CRD 147284
|
CHICAGO, IL, United States | $232,800,323 | |
|
HIGH RIVER RESOURCES MANAGEMENT LLC
CRD 327858
|
DALLAS, TX, United States | $232,753,440 | |
|
OBERON ASSET MANAGEMENT, LLC
CRD 123494
|
NEW YORK, NY, United States | $232,703,406 | |
|
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
CRD 112414
|
IRVINE, CA, United States | $232,698,506 | |
|
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
CRD 142617
|
SCOTTSDALE, AZ, United States | $232,628,086 | |
|
GUIDEDMONEY, LLC
CRD 310559
|
$232,615,592 | ||
|
FOUNDRY FINANCIAL LLC
CRD 300122
|
PASADENA, CA, United States | $232,611,535 | |
|
NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
|
BIRMINGHAM, AL, United States | $232,569,242 | |
|
MOUNT VERNON ASSOCIATES INC
CRD 107099
|
BALTIMORE, MD, United States | $232,510,350 | |
|
INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489
|
JESSUP, PA, United States | $232,443,145 | |
|
OT MANAGEMENT, LLC
CRD 284192
|
BOSTON, MA, United States | $232,426,928 | |
|
BINGHAM PRIVATE WEALTH, LLC
CRD 330598
|
SAN FRANCISCO, CA, United States | $232,421,518 | |
|
TRIMARC WEALTH MANAGEMENT LLC
CRD 163336
|
$232,350,000 | ||
|
KP MANAGEMENT LLC
CRD 161307
|
$232,302,941 | ||
|
MILLENNIUM CAPITAL ADVISORS, LLC
CRD 108641
|
LITTLE ROCK, AR, United States | $232,245,250 | |
|
RESHAPE, LLC
CRD 330582
|
BOCA RATON, FL, United States | $232,231,669 | |
|
BLUE ORCA, LLC
CRD 311503
|
AUSTIN, TX, United States | $232,192,784 | |
|
SOLA IMPACT GROUP, LLC
CRD 313748
|
LOS ANGELES, CA, United States | $232,123,725 | |
|
ECON FINANCIAL SERVICES CORPORATION
CRD 226774
|
HARRISBURG, PA, United States | $232,083,037 | |
|
CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC
CRD 165763
|
FAIRFIELD, NJ, United States | $231,981,091 | |
|
SHELTER ROCK MANAGEMENT, LLC
CRD 142739
|
JERICHO, NY, United States | $231,979,085 | |
|
CONWAY CAPITAL MANAGEMENT, INC.
CRD 133260
|
BURBANK, CA, United States | $231,926,000 | |
|
CROWDSTREET ADVISORS, LLC
CRD 299176
|
NEW YORK, NY, United States | $231,858,503 | |
|
CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775
|
LONGVIEW, WA, United States | $231,851,196 | |
|
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD 165775
|
WHITEFISH, MT, United States | $231,829,166 | |
|
LOUDON INVESTMENT MANAGEMENT, LLC
CRD 113641
|
WEST LEBANON, NH, United States | $231,818,283 | |
|
GRADIENT RIDGE CAPITAL, L.P.
CRD 340497
|
NORWALK, CT, United States | $231,800,000 | |
|
KINGFISH CAPITAL PARTNERS LLC
CRD 283489
|
SOUTHLAKE, TX, United States | $231,788,411 |