Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HEISTEN WRENN PRIVATE WEALTH, LLC
CRD 315647
|
ANCHORAGE, AK, United States | $231,786,343 | |
|
SAVLAN WEALTH PARTNERS LLC
CRD 343698
|
NEW CITY, NY, United States | $231,757,109 | |
|
RADIX FINANCIAL, LLC
CRD 171159
|
GEORGE TOWN, Cayman Islands | $231,626,416 | |
|
YARDLEY WEALTH MANAGEMENT LLC
CRD 134311
|
YARDLEY, PA, United States | $231,589,312 | |
|
ALPHA INNOVATIONS LTD.
CRD 300529
|
HAMILTON, Bermuda | $231,513,989 | |
|
ROPPEL CAPITAL MANAGEMENT LLC
CRD 310237
|
PARK RIDGE, IL, United States | $231,463,747 | |
|
SVRN ASSET MANAGEMENT, LLC
CRD 222518
|
AUSTIN, TX, United States | $231,461,942 | |
|
TAURUS CAPITAL ADVISORS, LLC
CRD 137633
|
LAKE OSWEGO, OR, United States | $231,430,442 | |
|
BRX GLOBAL LP
CRD 284664
|
GREENWICH, CT, United States | $231,396,656 | |
|
L&S INVESTMENT ADVISORS, LLC
CRD 285002
|
MIAMI, FL, United States | $231,360,969 | |
|
FINANCIAL CONCEPTS UNLIMITED, INC.
CRD 118641
|
$231,359,976 | ||
|
ANDREW HILL INVESTMENT ADVISORS, INC.
CRD 141590
|
NAPLES, FL, United States | $231,280,000 | |
|
BXM WEALTH LLC
CRD 332544
|
$231,272,900 | ||
|
LOVC MANAGEMENT, LLC
CRD 304233
|
FORT LAUDERDALE, FL, United States | $231,216,495 | |
|
VANN EQUITY MANAGEMENT LLC
CRD 174239
|
PLANO, TX, United States | $231,204,911 | |
|
ASYMMETRIC CAPITAL MANAGEMENT, LLC.
CRD 285739
|
WAYZATA, MN, United States | $231,178,827 | |
|
WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
|
WOODBRIDGE, CT, United States | $231,148,831 | |
|
TENZING FINANCIAL LLC
CRD 335259
|
WILLIAMSBURG, VA, United States | $231,100,000 | |
|
SACHEM INVESTMENT COUNSEL LLC
CRD 169332
|
$231,072,748 | ||
|
APIS & HERITAGE CAPITAL PARTNERS, LLC
CRD 315195
|
WASHINGTON, DC, United States | $231,057,449 | |
|
ROFI LLC
CRD 340471
|
BIRMINGHAM, MI, United States | $230,978,670 | |
|
DRAPER ASSET MANAGEMENT, LLC
CRD 148136
|
SMITHTOWN, NY, United States | $230,959,228 | |
|
CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
|
YORK, SC, United States | $230,956,657 | |
|
ARCH GLOBAL ADVISORS, LLC
CRD 297397
|
NEW YORK, NY, United States | $230,913,938 | |
|
BLUHAUS CAPITAL MANAGEMENT LLC
CRD 323884
|
GUAYNABO, PR, United States | $230,812,513 | |
|
UNIMAR FINANCIAL SERVICES, LLC
CRD 159674
|
MIAMI, FL, United States | $230,798,715 | |
|
DISCIPLINED PORTFOLIO SOLUTIONS LLC
CRD 160072
|
$230,719,685 | ||
|
AMPLIFY FINANCIAL, LLC
CRD 325721
|
SCOTTSDALE, AZ, United States | $230,715,554 | |
|
FOREST ASSET MANAGEMENT LLC
CRD 139795
|
RIVERSIDE, IL, United States | $230,712,776 | |
|
SEVENTWO LLC
CRD 328900
|
DENVER, CO, United States | $230,391,190 | |
|
REDWOOD INVESTMENT GROUP, INC
CRD 168017
|
FORT BRAGG, CA, United States | $230,299,398 | |
|
SLT HOLDINGS LLC
CRD 328450
|
SCOTTSDALE, AZ, United States | $230,289,447 | |
|
AUSTERRA WEALTH MANAGEMENT LLC
CRD 161964
|
DALLAS, TX, United States | $230,269,794 | |
|
ALJEN ASSET MANAGEMENT LLC
CRD 128962
|
CEDAR KNOLLS, NJ, United States | $230,227,440 | |
|
CONNECTIVE CAPITAL MANAGEMENT, LLC
CRD 161099
|
PALO ALTO, CA, United States | $230,133,537 | |
|
WOODFIELD FINANCIAL ADVISORS, INC.
CRD 123279
|
DEER PARK, IL, United States | $230,069,047 | |
|
SCRATCH CAPITAL LLC
CRD 318835
|
BOISE, ID, United States | $230,052,827 | |
|
MOS CAPITAL, INC
CRD 109612
|
$230,033,727 | ||
|
CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
CRD 123243
|
ST. CHARLES, IL, United States | $230,000,000 | |
|
GRANTVEST FINANCIAL GROUP LLC
CRD 310272
|
MATAWAN, NJ, United States | $230,000,000 | |
|
PRIMORIS WEALTH ADVISORS, LLC
CRD 125567
|
NORTH PALM BEACH, FL, United States | $229,982,481 | |
|
GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
|
GUILFORD, CT, United States | $229,860,232 | |
|
LIONSHEAD WEALTH MANAGEMENT, LLC
CRD 288526
|
NEW YORK, NY, United States | $229,846,327 | |
|
BOWSIDE CAPITAL, LLC
CRD 170509
|
CHARLESTON, SC, United States | $229,792,903 | |
|
WLTH CAPITAL MANAGEMENT, LLC
CRD 335594
|
CHANDLER, AZ, United States | $229,766,959 | |
|
MONTGOMERY FINANCIAL SERVICES, LLC
CRD 170024
|
OCEAN CITY, MD, United States | $229,758,052 | |
|
TABLEAUX LLC
CRD 319355
|
GREAT BARRINGTON, MA, United States | $229,743,914 | |
|
CYGNUS CAPITAL ADVISORS, LLC
CRD 323041
|
ATLANTA, GA, United States | $229,725,346 | |
|
BRADFORD FINANCIAL CENTER
CRD 110953
|
CLARION, IA, United States | $229,709,395 | |
|
MARNOA PRIVATE WEALTH COUNSEL LTD.
CRD 332639
|
WATERLOO,ONTARIO, Canada | $229,600,000 |