Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WISDOM INDEX ADVISORS, LLC
CRD 132567
|
PROSPER, TX, United States | $221,288,915 | |
|
ASSET MANAGEMENT ADVISORS, LLC
CRD 111309
|
OKLAHOMA CITY, OK, United States | $221,273,854 | |
|
ERIE STREET GROWTH PARTNERS MANAGEMENT COMPANY, LLC
CRD 326011
|
CHICAGO, IL, United States | $221,245,193 | |
|
OCTAGON ASSET MANAGEMENT, LLC
CRD 286248
|
CHARLOTTE, NC, United States | $221,219,912 | |
|
LYLE, ALLAN GLEN
CRD 10603
|
SAN RAFAEL, CA, United States | $221,189,432 | |
|
DWR WEALTH MANAGEMENT, LLC
CRD 133743
|
SAN JOSE, CA, United States | $221,184,429 | |
|
CORONADO RESOURCES MANAGEMENT LP
CRD 282043
|
DALLAS, TX, United States | $221,117,826 | |
|
PARA WEALTH ADVISORS, INC.
CRD 322683
|
CAMAS, WA, United States | $221,029,745 | |
|
PULLEN INVESTMENT MANAGEMENT, LLC
CRD 310149
|
BRADENTON, FL, United States | $220,954,261 | |
|
KVP CAPITAL ADVISORS, LP
CRD 174401
|
$220,949,271 | ||
|
KROON & MITCHELL ASSET MANAGEMENT LLC
CRD 168120
|
GRAND RAPIDS, MI, United States | $220,910,638 | |
|
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD 145420
|
BALTIMORE, MD, United States | $220,909,965 | |
|
MUZINICH BDC ADVISER, LLC
CRD 304834
|
NEW YORK, NY, United States | $220,900,347 | |
|
MCCARTNEY WEALTH MANAGEMENT LLC
CRD 154722
|
SAINT LOUIS, MO, United States | $220,729,425 | |
|
ACACIA PARTNERS, LLC
CRD 281887
|
AUSTIN, TX, United States | $220,726,167 | |
|
CEDAR SPRINGS ADVISORS, LLC
CRD 290855
|
$220,660,118 | ||
|
BALLAST ASSET MANAGEMENT, LP
CRD 311116
|
DALLAS, TX, United States | $220,658,717 | |
|
STRATEGIC FINANCIAL PLANNING, INC.
CRD 118450
|
PLANO, TX, United States | $220,634,704 | |
|
TRIAVERA CAPITAL LLC
CRD 329548
|
LARKSPUR, CA, United States | $220,576,656 | |
|
INTRINSIC VALUE PARTNERS, LLC
CRD 165214
|
PHOENIX, AZ, United States | $220,560,987 | |
|
HUGHES WARREN, INC.
CRD 145570
|
EDMOND, OK, United States | $220,544,521 | |
|
GREAT GABLE ADVISORS, LLC
CRD 297501
|
BEVERLY HILLS, CA, United States | $220,534,897 | |
|
RANGELEY CAPITAL, LLC
CRD 152725
|
NEW CANAAN, CT, United States | $220,487,546 | |
|
HAVERDINK FINANCIAL MANAGEMENT, L.L.C.
CRD 131236
|
PORTAGE, MI, United States | $220,425,000 | |
|
BLVD PRIVATE WEALTH, LLC
CRD 310682
|
PROSPECT, KY, United States | $220,351,220 | |
|
LOVETT INVESTMENT CONSULTING LLC
CRD 143178
|
$220,295,192 | ||
|
INCISION CAPITAL MANAGEMENT LP
CRD 325593
|
SAN FRANCISCO, CA, United States | $220,288,168 | |
|
ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
|
INDIANAPOLIS, IN, United States | $220,241,744 | |
|
AGIS MANAGEMENT LLC
CRD 172457
|
CLEARWATER, FL, United States | $220,241,039 | |
|
SUNSTONE ASSET MANAGEMENT, LP
CRD 328895
|
NEW YORK, NY, United States | $220,211,153 | |
|
TERRA NOVA ASSET MANAGEMENT LLC
CRD 111676
|
NEW YORK, NY, United States | $220,203,180 | |
|
CABIN ADVISORS, LLC
CRD 312547
|
OVERLAND PARK, KS, United States | $220,186,192 | |
|
CORNERSTONE ENTERPRISES, LLC
CRD 324255
|
APPLETON, WI, United States | $220,180,000 | |
|
STABILIS CAPITAL MANAGEMENT, LP
CRD 161553
|
NEW YORK, NY, United States | $220,150,062 | |
|
REICON WEALTH ADVISORS, LLC
CRD 315043
|
ATLANTA, GA, United States | $220,065,095 | |
|
JERICHO FINANCIAL, LLP
CRD 288801
|
WESTERVILLE, OH, United States | $220,020,009 | |
|
SARGASSO PARTNERS LLP
CRD 332384
|
LONDON, United Kingdom | $220,000,000 | |
|
FAMILY OFFICE INVESTMENT ADVISORY LLC
CRD 339607
|
SCOTTSDALE, AZ, United States | $220,000,000 | |
|
STRATEGIC SWISS ADVISORS AG
CRD 169335
|
WOLLERAU, Switzerland | $219,966,617 | |
|
ROBERT PRISKE, LLC
CRD 108072
|
HONOLULU, HI, United States | $219,900,000 | |
|
SOLYCO CAPITAL LLC
CRD 338113
|
ROCHESTER, MI, United States | $219,899,293 | |
|
CLARK MONROE BLACKMAN L.L.C.
CRD 139757
|
$219,872,363 | ||
|
VERITAS WEALTH MANAGEMENT LLC
CRD 341084
|
NORTH KINGSTOWN, RI, United States | $219,866,414 | |
|
EKON ADVISORS, LLC
CRD 281039
|
ST. LOUIS, MO, United States | $219,757,130 | |
|
RHS FINANCIAL, LLC
CRD 149435
|
SAN FRANCISCO, CA, United States | $219,756,972 | |
|
RISING POINT CAPITAL MANAGEMENT, LLC
CRD 341131
|
CHICAGO, IL, United States | $219,649,179 | |
|
ELEVATION WEALTH PARTNERS LLC
CRD 324951
|
$219,611,231 | ||
|
THE WEALTH COACH, LLC
CRD 144588
|
SALADO, TX, United States | $219,592,454 | |
|
WEALTHPLANS, LLC
CRD 311560
|
FREDERICK, MD, United States | $219,586,872 | |
|
TOLIS ADVISORS, LP
CRD 163345
|
NEW YORK, NY, United States | $219,561,044 |