Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
COPPER LEAF FINANCIAL, LLC
CRD 285378
|
WILLISTON, VT, United States | $219,554,121 | |
|
NEWBRIDGE WEALTH MANAGEMENT, LLC
CRD 169239
|
BRYN MAWR, PA, United States | $219,500,000 | |
|
VIBURNUM FUNDS PTY LTD
CRD 174628
|
NEDLANDS, Australia | $219,386,400 | |
|
SKYOAK CAPITAL, INC.
CRD 154248
|
LAS VEGAS, NV, United States | $219,242,758 | |
|
SLOCUM GORDON & CO LLP
CRD 104929
|
NEWPORT, RI, United States | $219,150,565 | |
|
STREETER MOORE & STIPE LLC
CRD 118588
|
TULSA, OK, United States | $219,130,877 | |
|
MOTIV8 INVESTMENTS LLC
CRD 285560
|
PORT ST LUCIE, FL, United States | $219,071,944 | |
|
FOUR QUADRANT WEALTH ADVISORS, INC.
CRD 130753
|
CARMEL, IN, United States | $219,022,260 | |
|
FORTERIS WEALTH MANAGEMENT, INC.
CRD 108314
|
ARMONK, NY, United States | $219,013,000 | |
|
SUMMIT FINANCIAL CONSULTING LLC
CRD 126570
|
STERLING HEIGHTS, MI, United States | $218,950,198 | |
|
ALLY BRIDGE GROUP (NY) LLC
CRD 291072
|
NEW YORK, NY, United States | $218,948,199 | |
|
CLEROU ROMAIN PIERRE WALSH
CRD 111081
|
$218,943,043 | ||
|
EMC CAPITAL MANAGEMENT, LLC
CRD 167761
|
HOUSTON, TX, United States | $218,888,113 | |
|
SAN BLAS ADVISORY, INC.
CRD 296929
|
ATLANTA, GA, United States | $218,880,000 | |
|
VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
|
RIDGEWOOD, NJ, United States | $218,871,800 | |
|
E-WEALTH PARTNERS, LLC
CRD 327053
|
MINNETONKA, MN, United States | $218,724,724 | |
|
CHRISTIAN INVESTMENT ADVISORS, INC.
CRD 165811
|
NEW BRAUNFELS, TX, United States | $218,723,686 | |
|
FOSTER & WOOD, INC.
CRD 165362
|
LAKE OSWEGO, OR, United States | $218,692,762 | |
|
CAPITAL CONSULTING & ASSET MANAGEMENT, INC.
CRD 41438
|
LINCOLN, NE, United States | $218,676,079 | |
|
GRIFFITH & WERNER, INC.
CRD 136380
|
CANTON, GA, United States | $218,626,958 | |
|
STRATEGIC PLANNING GROUP, INC.
CRD 124855
|
WELLESLEY, MA, United States | $218,582,386 | |
|
MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD 106389
|
BROOKVILLE, OH, United States | $218,569,672 | |
|
PARK SQUARE FINANCIAL GROUP, LLC
CRD 332268
|
ROSWELL, GA, United States | $218,558,579 | |
|
CSC UPSHOT VENTURES MANAGEMENT, LLC
CRD 283270
|
PALO ALTO, CA, United States | $218,521,015 | |
|
RIPPLE EFFECT ASSET MANAGEMENT LP
CRD 331250
|
NEW YORK, NY, United States | $218,429,224 | |
|
GREAT HILL ADVISORY LTD.
CRD 283228
|
PORT WASHINGTON, NY, United States | $218,409,500 | |
|
ALPHA FINANCIAL ADVISORS, LLC
CRD 116291
|
MCLEAN, VA, United States | $218,325,543 | |
|
BUTLER HALL CAPITAL LLC
CRD 290744
|
LOS ANGELES, CA, United States | $218,293,112 | |
|
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC
CRD 310044
|
MINNEAPOLIS, MN, United States | $218,278,323 | |
|
IRTH CAPITAL MANAGEMENT LP
CRD 330696
|
NEW YORK, NY, United States | $218,271,096 | |
|
STRATEGIC ASSET MANAGEMENT LLC.
CRD 306384
|
ROCHESTER, MN, United States | $218,258,845 | |
|
HIGHPASS ASSET MANAGEMENT LLC
CRD 159535
|
DENVER, CO, United States | $218,216,975 | |
|
INTEGRATED WEALTHCARE, LLC
CRD 312929
|
DURHAM, NC, United States | $218,160,219 | |
|
MANUKA FINANCIAL, LLC
CRD 313528
|
$218,099,195 | ||
|
SAHARA INVESTMENT GROUP, LLC
CRD 341135
|
LAS VEGAS, NV, United States | $218,064,366 | |
|
ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
|
ALEXANDRIA, VA, United States | $218,011,000 | |
|
ALLSTREET CAPITAL LLC
CRD 283564
|
LOS ANGELES, CA, United States | $218,000,000 | |
|
JACKSON HILL ADVISORS, LLC
CRD 284162
|
HOUSTON, TX, United States | $217,885,900 | |
|
IRONCLAD INVESTMENTS LLC
CRD 154872
|
MAITLAND, FL, United States | $217,885,495 | |
|
MADDEN FUNDS MANAGEMENT LTD.
CRD 110309
|
OAK PARK, IL, United States | $217,874,913 | |
|
ARROW WEALTH ADVISORY LLC
CRD 296890
|
$217,835,403 | ||
|
OPPVEST, LLC
CRD 296317
|
NEW YORK, NY, United States | $217,825,124 | |
|
DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
CRD 112079
|
PETALUMA, CA, United States | $217,825,022 | |
|
CEDRUS WEALTH GROUP LLC
CRD 334995
|
ANDOVER, MN, United States | $217,814,000 | |
|
PRESCOTT ADVISORS, LLC
CRD 283784
|
DALLAS, TX, United States | $217,773,225 | |
|
ENSPYRE WEALTH ADVISORS, INC.
CRD 300992
|
WOODBURY, MN, United States | $217,747,144 | |
|
MARA RIVER CAPITAL MANAGEMENT, LP
CRD 304145
|
CORAL GABLES, FL, United States | $217,659,755 | |
|
SOUND FINANCIAL STRATEGIES GROUP, LLC
CRD 286261
|
MADISON, MS, United States | $217,657,061 | |
|
PARKER FINANCIAL ADVISORS LLC
CRD 305188
|
HOUSTON, TX, United States | $217,619,860 | |
|
AFFINITY WEALTH LLC
CRD 285169
|
CANTON, OH, United States | $217,543,050 |