Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
STERLING WEALTH ADVISORS, INC.
CRD 124121
|
PLANTATION, FL, United States | $223,541,508 | |
|
DAVIDSON ADVISORY GROUP, LLC
CRD 333090
|
CHARLOTTE, NC, United States | $223,538,419 | |
|
NOBLE WEALTH MANAGEMENT, INC.
CRD 169963
|
NEWPORT BEACH, CA, United States | $223,430,862 | |
|
VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
|
VENETIA, PA, United States | $223,267,862 | |
|
BRANSON FRANK A INC
CRD 110451
|
PALO ALTO, CA, United States | $223,208,345 | |
|
WINCAP FINANCIAL LLC
CRD 315798
|
BOSTON, MA, United States | $223,102,763 | |
|
SPRING CAPITAL MANAGEMENT, LLC
CRD 282842
|
AMARILLO, TX, United States | $223,042,193 | |
|
ESSENTIAL INVESTMENT PARTNERS, LLC
CRD 149509
|
ENGLEWOOD, CO, United States | $222,966,333 | |
|
WHALEN WEALTH MANAGEMENT INC.
CRD 311869
|
LAS VEGAS, NV, United States | $222,958,975 | |
|
TORTUGA WEALTH MANAGEMENT, INC.
CRD 153737
|
TORRANCE, CA, United States | $222,882,492 | |
|
THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402
|
CASTLE ROCK, CO, United States | $222,869,514 | |
|
PGP ADVISORS, LLC
CRD 172611
|
KETCHUM, ID, United States | $222,832,650 | |
|
DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
|
COLUMBIA, SC, United States | $222,823,888 | |
|
CAREY CONSULTING WEALTH MANAGEMENT, INC.
CRD 173885
|
SAN RAMON, CA, United States | $222,818,000 | |
|
ALDEBARAN FINANCIAL INC
CRD 105741
|
KINGSPORT, TN, United States | $222,811,637 | |
|
SHARPEPOINT, LLC
CRD 290719
|
PHOENIX, AZ, United States | $222,806,601 | |
|
CROSSGEN WEALTH LLC
CRD 336270
|
GREENVILLE, NC, United States | $222,779,471 | |
|
THE NEWCASTLE NETWORK LP
CRD 316201
|
WELLESLEY, MA, United States | $222,774,209 | |
|
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
CRD 289116
|
FAIRPORT, NY, United States | $222,621,943 | |
|
INNEALTA CAPITAL, LLC
CRD 292158
|
$222,447,705 | ||
|
RWM CAPITAL, LLC
CRD 310635
|
SUGAR LAND, TX, United States | $222,369,012 | |
|
KMT WEALTH MANAGEMENT, LLC
CRD 328911
|
HERMOSA BEACH, CA, United States | $222,365,257 | |
|
CAPITAL PRESERVATION PARTNERS INC.
CRD 126340
|
BRONXVILLE, NY, United States | $222,364,466 | |
|
KERUSSO CAPITAL MANAGEMENT, LLC
CRD 316352
|
WINSTON-SALEM, NC, United States | $222,350,929 | |
|
FLAX POND CAPITAL, LLC
CRD 324332
|
$222,295,161 | ||
|
RWQ FINANCIAL MANAGEMENT SERVICES, INC.
CRD 297541
|
$222,275,773 | ||
|
FERGHANA INVESTMENT PARTNERS, LP
CRD 337822
|
NEW YORK, NY, United States | $222,222,222 | |
|
COLRAIN CAPITAL LLC
CRD 118098
|
BOSTON, MA, United States | $222,159,862 | |
|
MACLEAN CAPITAL ADVISORS, LLC
CRD 156978
|
INDIAN WELLS, CA, United States | $222,096,364 | |
|
PHILLIP JAMES CONSULTING CO.
CRD 168228
|
PLYMOUTH, MN, United States | $222,065,777 | |
|
RING MOUNTAIN CAPITAL, LLC
CRD 288714
|
TIBURON, CA, United States | $222,054,400 | |
|
MANGAN WEALTH MANAGEMENT, INC.
CRD 143863
|
SEATTLE, WA, United States | $222,000,000 | |
|
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
|
GREENWOOD, IN, United States | $221,995,674 | |
|
SINCERUS ADVISORY, LLC
CRD 300559
|
$221,968,163 | ||
|
CROSS BORDER WEALTH, LLC
CRD 288330
|
NEW YORK, NY, United States | $221,885,239 | |
|
MFG FAMILY OFFICE LLC
CRD 324211
|
CDMX, Mexico | $221,836,533 | |
|
VIA IV INVESTMENTS, LLC
CRD 121992
|
BURR RIDGE, IL, United States | $221,830,752 | |
|
ADDICUS ADVISORY, LLC
CRD 282244
|
TUPELO, MS, United States | $221,740,527 | |
|
OPTIMIZE FINANCIAL INC.
CRD 315963
|
IRVINE, CA, United States | $221,735,704 | |
|
GLOBAL STRATEGIC MANAGEMENT INC
CRD 105985
|
DORADO, PR, United States | $221,643,624 | |
|
PACIFIC PARK FINANCIAL, INC.
CRD 122867
|
LAGUNA HILLS, CA, United States | $221,610,360 | |
|
BOND TECH INC
CRD 105979
|
BELLBROOK, OH, United States | $221,594,676 | |
|
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
CRD 117097
|
NEW LONDON, NH, United States | $221,582,799 | |
|
DIAZO, LLC
CRD 324419
|
HENDERSON, NV, United States | $221,570,863 | |
|
AVANTRA FAMILY WEALTH, INC.
CRD 288209
|
MECHANICSBURG, PA, United States | $221,555,091 | |
|
CAPITAL DEVELOPERS, LLC
CRD 292797
|
GREENVILLE, NC, United States | $221,477,580 | |
|
CARROLL INVESTORS, INC.
CRD 311180
|
MT PLEASANT, SC, United States | $221,449,186 | |
|
RIVERGLADES FAMILY OFFICES, LLC
CRD 171584
|
NAPLES, FL, United States | $221,381,648 | |
|
LYNX ADVISORY PARTNERS LLC
CRD 326594
|
CORAL GABLES, FL, United States | $221,366,192 | |
|
HALCYON GLOBAL ADVISORS, LLC
CRD 170600
|
DALLAS, TX, United States | $221,299,416 |