Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MRP CAPITAL INVESTMENTS, LLC
CRD 167256
|
ALPHARETTA, GA, United States | $227,601,583 | |
|
PODELL FINANCIAL GROUP LLC
CRD 325383
|
FAIRFIELD, NJ, United States | $227,600,000 | |
|
THE WEALTHGARDEN F.S. LLC
CRD 311927
|
EL SEGUNDO, CA, United States | $227,595,909 | |
|
SANDRO WEALTH MANAGEMENT LLC
CRD 332113
|
FAIRFIELD, NJ, United States | $227,594,694 | |
|
KWK MANAGEMENT LLC
CRD 131097
|
HOUSTON, TX, United States | $227,581,374 | |
|
RETIREFUL LLC
CRD 313126
|
$227,558,670 | ||
|
APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
|
BIRMINGHAM, AL, United States | $227,468,365 | |
|
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
CRD 152930
|
JACKSONVILLE, OR, United States | $227,432,800 | |
|
KEYNOTE FINANCIAL SERVICES, LLC
CRD 130384
|
VERNON, CT, United States | $227,402,314 | |
|
ECHO45 ADVISORS LLC
CRD 307265
|
WALNUT CREEK, CA, United States | $227,385,600 | |
|
REVIEW SERVICES INC
CRD 110277
|
BROOKFIELD, WI, United States | $227,354,914 | |
|
CAPITAL CS GROUP, LLC
CRD 304523
|
IRVINE, CA, United States | $227,302,570 | |
|
GILPIN WEALTH MANAGEMENT LLC
CRD 311336
|
GOLDEN, CO, United States | $227,216,997 | |
|
SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
|
FALL RIVER, MA, United States | $227,105,725 | |
|
R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC.
CRD 145159
|
NEW YORK, NY, United States | $227,067,889 | |
|
DUMAINE INVESTMENTS LLC
CRD 306481
|
NEW ORLEANS, LA, United States | $226,991,557 | |
|
RETIREMENT WEALTH SOLUTIONS LLC
CRD 317253
|
MARSHFIELD, WI, United States | $226,991,000 | |
|
PREMIER ESTATE PLANNERS, LLC
CRD 122638
|
CLINTON TOWNSHIP, MI, United States | $226,948,109 | |
|
ALERCE INVESTMENT MANAGEMENT, L.P.
CRD 285746
|
CHICAGO, IL, United States | $226,936,881 | |
|
NAPLES WEALTH PLANNING, LLC
CRD 330316
|
BONITA SPRINGS, FL, United States | $226,934,674 | |
|
SHIKHARA INVESTMENT MANAGEMENT LP
CRD 329963
|
NEW YORK, NY, United States | $226,929,323 | |
|
STRUCTURED WEALTH MANAGEMENT, INC.
CRD 146611
|
TOLEDO, OH, United States | $226,890,000 | |
|
WORLDLY PARTNERS MANAGEMENT, LLC
CRD 309792
|
NEEDHAM, MA, United States | $226,780,837 | |
|
PERRYRIDGE CAPITAL LP
CRD 331781
|
GREENWICH, CT, United States | $226,613,195 | |
|
ARRIEN INVESTMENTS, INC.
CRD 321819
|
BOISE, ID, United States | $226,582,421 | |
|
MINDORO CAPITAL PARTNERS LLC
CRD 328488
|
$226,439,964 | ||
|
CONNECTED WEALTH SOLUTIONS, LLC
CRD 277111
|
LA GRANDE, OR, United States | $226,401,522 | |
|
D.H. HILL ADVISORS, INC.
CRD 116324
|
KINGWOOD, TX, United States | $226,395,564 | |
|
MENTOR CAPITAL MANAGEMENT INC.
CRD 123176
|
CHICAGO, IL, United States | $226,369,687 | |
|
BQS FINANCIAL ADVISORS, LLC
CRD 333795
|
NEW YORK, NY, United States | $226,357,000 | |
|
WALNUT GROVE CAPITAL PARTNERS, LP
CRD 300721
|
MEMPHIS, TN, United States | $226,309,406 | |
|
ALIGN PRIVATE CAPITAL
CRD 304506
|
SARASOTA, FL, United States | $226,201,990 | |
|
DENALI WEALTH MANAGEMENT, INC.
CRD 153323
|
MEQUON, WI, United States | $226,122,000 | |
|
ELEVATION ADVISORY PARTNERS LLC
CRD 312170
|
ORLANDO, FL, United States | $226,045,866 | |
|
VALPEY FINANCIAL SERVICES LLC
CRD 154154
|
CONCORD, NH, United States | $226,009,211 | |
|
ANGELUS INVESTMENT CONSULTING, INC.
CRD 281413
|
CORAL GABLES, FL, United States | $226,001,767 | |
|
CHANGE GLOBAL INVESTMENT, LLC
CRD 167844
|
NEW YORK, NY, United States | $226,000,000 | |
|
POLARIS FINANCIAL PARTNERS, LLC
CRD 299258
|
WESTERVILLE, OH, United States | $226,000,000 | |
|
BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD 145158
|
CINCINNCIATI, OH, United States | $225,976,485 | |
|
DRAGUS CAPITAL, LLC
CRD 158122
|
CORAL GABLES, FL, United States | $225,942,454 | |
|
SECFI ADVISORY LIMITED
CRD 306961
|
NEW YORK, NY, United States | $225,867,055 | |
|
PROFESSIONAL FINANCIAL STRATEGIES, INC
CRD 125580
|
PITTSFORD, NY, United States | $225,808,998 | |
|
WELCY CAPITAL ADVISORS LLC
CRD 154782
|
MIAMI, FL, United States | $225,737,911 | |
|
EVANSBROOK LLC
CRD 327916
|
$225,725,480 | ||
|
DVB PRIVATE WEALTH LLC
CRD 341684
|
HARRISBURG, PA, United States | $225,713,958 | |
|
NATURAL CAPITAL MANAGEMENT, LLC
CRD 306002
|
FAYETTEVILLE, AR, United States | $225,669,818 | |
|
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
|
SENECA, SC, United States | $225,662,274 | |
|
WEIS ADVISORY, LLC
CRD 217517
|
CLIVE, IA, United States | $225,636,308 | |
|
GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
|
MILWAUKEE, WI, United States | $225,627,462 | |
|
D'ARCY CAPITAL MANAGEMENT, LLC
CRD 156264
|
SAN DIEGO, CA, United States | $225,614,935 |