Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
RED MOUNTAIN FINANCIAL PARTNERS, LLC
CRD 174672
|
DURANGO, CO, United States | $225,585,331 | |
|
OCEANIS FINANCIAL ADVISORS, INC.
CRD 307787
|
MIAMI, FL, United States | $225,577,994 | |
|
WILLIAMS CAPITAL MANAGEMENT COMPANY
CRD 109412
|
WILMETTE, IL, United States | $225,556,373 | |
|
SIMPLIFIED WEALTH MANAGEMENT, LLC
CRD 297059
|
HATTIESBURG, MS, United States | $225,538,099 | |
|
MILLER WEALTH ADVISORS, LLC
CRD 171329
|
$225,517,087 | ||
|
THE TENRET COMPANY, LLC
CRD 298570
|
TAMPA, FL, United States | $225,446,387 | |
|
BUCKEYE-PACIFIC LLC
CRD 311553
|
NAPLES, FL, United States | $225,420,311 | |
|
PRINCIPIUM INVESTMENTS LLC
CRD 124989
|
$225,403,551 | ||
|
CAIS ADVISORS LLC
CRD 317466
|
NEW YORK, NY, United States | $225,327,313 | |
|
MINDFUL WEALTH LLC
CRD 297493
|
GLENCOE, IL, United States | $225,291,284 | |
|
DANIEL INVESTMENT ASSOCIATES, LLC
CRD 157284
|
SANTA BARBARA, CA, United States | $225,253,116 | |
|
APEX CAPITAL MANAGEMENT, L.L.C.
CRD 117059
|
LAFAYETTE, LA, United States | $225,190,934 | |
|
THE PERSPECTIVE GROUP, LLC
CRD 175294
|
LAWRENCE, KS, United States | $225,078,095 | |
|
INMAN JAGER WEALTH MANAGEMENT, LLC
CRD 329603
|
HATTIESBURG, MS, United States | $225,002,118 | |
|
HENSON-EDGEWATER MANAGEMENT, LLC
CRD 135316
|
AVON, OH, United States | $225,000,000 | |
|
PRINCIPIA WEALTH ADVISORY, LLC
CRD 152678
|
DALLAS, TX, United States | $225,000,000 | |
|
442 CAPITAL PTY LTD
CRD 334382
|
MELBOURNE, Australia | $225,000,000 | |
|
CAPITAL ADVISORY GROUP, INC.
CRD 114539
|
DALLAS, TX, United States | $224,943,977 | |
|
GLOBAL DELTA CAPITAL, LLC
CRD 324485
|
SOMERVILLE, MA, United States | $224,931,186 | |
|
PLEXO CAPITAL MANAGEMENT, LLC
CRD 298402
|
$224,929,548 | ||
|
RETIREMENT PLANS, INC.
CRD 286214
|
WESTERVILLE, OH, United States | $224,910,818 | |
|
BANTAMAC CAPITAL, LLC
CRD 307765
|
CHICAGO, IL, United States | $224,740,043 | |
|
DRAWBRIDGE CAPITAL, LLC
CRD 128636
|
TULSA, OK, United States | $224,592,580 | |
|
WL ROSS & CO. LLC
CRD 141854
|
DALLAS, TX, United States | $224,585,127 | |
|
PRATO CAPITAL MANAGEMENT, INC.
CRD 289917
|
WHITE PLAINS, NY, United States | $224,563,710 | |
|
ALLIED PRIVATE WEALTH
CRD 328952
|
BOCA RATON, FL, United States | $224,479,019 | |
|
REB CAPITAL MANAGEMENT, LLC
CRD 301890
|
DALLAS, TX, United States | $224,460,616 | |
|
IADVISE PARTNERS LLC
CRD 168564
|
NEW YORK, NY, United States | $224,450,799 | |
|
SUN GROUP WEALTH PARTNERS LLC
CRD 166372
|
IRVINE, CA, United States | $224,450,529 | |
|
ARROWMARK ASSET MANAGEMENT, LLC
CRD 307161
|
DENVER, CO, United States | $224,437,987 | |
|
ORCA WEALTH MANAGEMENT, LLC
CRD 310053
|
NEW PORT RICHEY, FL, United States | $224,401,139 | |
|
LIONSTONE PARTNERS, LLC
CRD 160214
|
BOSTON, MA, United States | $224,400,264 | |
|
MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
|
POTOMAC, MD, United States | $224,394,856 | |
|
ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.
CRD 321735
|
LOS ANGELES, CA, United States | $224,392,095 | |
|
OLD BRIDGE CAPITAL MANAGEMENT PRIVATE LIMITED
CRD 299571
|
MUMBAI, India | $224,385,957 | |
|
MCALVANY WEALTH MANAGEMENT, LLC
CRD 146021
|
DURANGO, CO, United States | $224,230,606 | |
|
BUCKET LIST WEALTH MANAGEMENT, LLC
CRD 286494
|
THE VILLAGES, FL, United States | $224,229,438 | |
|
MCALISTER, SWEET & ASSOCIATES, INC.
CRD 290626
|
HOUSTON, TX, United States | $224,207,084 | |
|
THORNBURG BOW RIVER ADVISERS, LLC.
CRD 332879
|
DENVER, CO, United States | $224,165,696 | |
|
ALDER FINANCIAL GROUP INC
CRD 108837
|
ATLANTA, GA, United States | $224,134,685 | |
|
BRIGHT ANGEL ADVISORS LLC
CRD 311704
|
ST. PAUL, MN, United States | $224,115,580 | |
|
MAINSTREAM CAPITAL MANAGEMENT LLC
CRD 297145
|
LOS ANGELES, CA, United States | $223,980,722 | |
|
CREIGHTON CAPITAL MANAGEMENT LLC
CRD 307737
|
$223,964,000 | ||
|
CHAPMAN FINANCIAL GROUP, LLC
CRD 168439
|
$223,936,259 | ||
|
WEALTH TEAMS ALLIANCE INC.
CRD 168907
|
IRVINE, CA, United States | $223,889,000 | |
|
JHP WEALTH MANAGEMENT, LLC
CRD 298784
|
CENTENNIAL, CO, United States | $223,829,473 | |
|
EASLEY INVESTMENT CONSULTANTS, INC.
CRD 307258
|
RIDGELAND, MS, United States | $223,779,390 | |
|
PACIFIC PEAK ADVISORS, LLC
CRD 326711
|
KETCHUM, ID, United States | $223,737,393 | |
|
GEVERS WEALTH MANAGEMENT, LLC
CRD 340092
|
ISSAQUAH, WA, United States | $223,697,704 | |
|
BD INVESTMENT PARTNERS, LLC
CRD 309347
|
RALEIGH, NC, United States | $223,653,189 |