Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CALLAHAN CAPITAL MANAGEMENT INC
CRD 110568
|
STEAMBOAT SPRINGS, CO, United States | $217,474,510 | |
|
SUN FINANCIAL, INC.
CRD 333404
|
MIDVALE, UT, United States | $217,462,827 | |
|
APS MANAGEMENT GROUP, INC.
CRD 284697
|
TORRANCE, CA, United States | $217,405,713 | |
|
WHITE ROCK CAPITAL MANAGEMENT, L.P.
CRD 114877
|
DALLAS, TX, United States | $217,400,628 | |
|
WEALTHTRUST ASSET MANAGEMENT, LLC
CRD 174901
|
DESTIN, FL, United States | $217,382,332 | |
|
CIOVACCO CAPITAL MANAGEMENT LLC
CRD 125071
|
$217,305,940 | ||
|
SHERIDAN CAPITAL MANAGEMENT, LLC
CRD 156705
|
$217,223,688 | ||
|
GRANGE CAPITAL, LLC
CRD 131699
|
BEAVERTON, OR, United States | $217,211,746 | |
|
NEW HORIZON FINANCIAL STRATEGIES, LLC
CRD 125729
|
ITHACA, NY, United States | $217,166,511 | |
|
COSTELLO FINANCIAL PLANNING, INC.
CRD 175295
|
$217,082,647 | ||
|
POLARIS INVESTMENT ADVISORS, LLC
CRD 324093
|
FRAMINGHAM, MA, United States | $217,051,377 | |
|
THOR TRADING ADVISORS, LLC
CRD 310362
|
GREENSBURG, PA, United States | $217,020,431 | |
|
TUCKER'S FARM MANAGEMENT COMPANY I, L.P.
CRD 333720
|
$216,965,048 | ||
|
CUTTER FINANCIAL GROUP LLC
CRD 290016
|
FALMOUTH, MA, United States | $216,940,062 | |
|
PALADIN WEALTH, LLC
CRD 288387
|
ARDEN HILLS, MN, United States | $216,918,496 | |
|
STRATEGIC RETIREMENT ADVISORS, LLC
CRD 142887
|
ELK GROVE, CA, United States | $216,909,859 | |
|
LEDGEWOOD WEALTH ADVISORS, LLC
CRD 109049
|
EXETER, NH, United States | $216,828,143 | |
|
ETRE LLC
CRD 121355
|
CAMBRIDGE, MA, United States | $216,807,051 | |
|
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD 277085
|
JUPITER, FL, United States | $216,749,434 | |
|
THE SIMMONS PARTNERSHIP, INC
CRD 156740
|
TOWSON, MD, United States | $216,542,492 | |
|
FFG RETIREMENT ADVISORS LLC
CRD 308305
|
CENTENNIAL, CO, United States | $216,470,615 | |
|
AEGIS WEALTH MANAGEMENT, INC.
CRD 301990
|
GUTHRIE CENTER, IA, United States | $216,466,362 | |
|
HOFER & ASSOCIATES, INC.
CRD 282005
|
THOUSAND OAKS, CA, United States | $216,385,585 | |
|
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
CRD 154136
|
$216,378,047 | ||
|
DELTA ADVISORY GROUP, INC.
CRD 105966
|
MAITLAND, FL, United States | $216,326,482 | |
|
CORE CAPITAL MANAGEMENT, LLC
CRD 162814
|
CHICAGO, IL, United States | $216,182,564 | |
|
INTEGROUS WEALTH STRATEGIES LLC
CRD 340613
|
HAMILTON, NJ, United States | $216,170,964 | |
|
BROWN CAPITAL MANAGEMENT, LLC
CRD 174101
|
LITTLE ROCK, AR, United States | $216,143,607 | |
|
PROSPERITY ADVISORY GROUP LLC
CRD 310720
|
VICTOR, NY, United States | $216,021,904 | |
|
NORTH RIDGE WEALTH ADVISORS, INC.
CRD 157516
|
BEAVERTON, OR, United States | $216,005,937 | |
|
ARK WEALTH MANAGEMENT, LLC
CRD 317264
|
AUSTIN, TX, United States | $216,000,000 | |
|
SKY ALPHA ASSET ADVISORS LLC
CRD 295839
|
BOCA RATON, FL, United States | $215,979,330 | |
|
ICP GROUP INVESTMENT MANAGER, LLC
CRD 219518
|
DALLAS, TX, United States | $215,916,134 | |
|
TWIN LIONS MANAGEMENT LLC
CRD 325314
|
STAMFORD, CT, United States | $215,869,723 | |
|
WEDGEWOOD INVESTORS INC
CRD 104834
|
ERIE, PA, United States | $215,846,291 | |
|
MEDICI CAPITAL LLC
CRD 308394
|
NEWPORT BEACH, CA, United States | $215,842,119 | |
|
CLEVELAND CAPITAL MANAGEMENT, L.L.C.
CRD 341686
|
ROCKY RIVER, OH, United States | $215,837,993 | |
|
VENNLIGHT CAPITAL MANAGEMENT, LP
CRD 329148
|
$215,704,000 | ||
|
MARRICK WEALTH, LLC
CRD 164758
|
IRVINE, CA, United States | $215,567,832 | |
|
ROUNDANGLE ADVISORS LLC
CRD 282178
|
RED BANK, NJ, United States | $215,547,594 | |
|
GINSLER WEALTH MANAGEMENT INC.
CRD 337557
|
TORONTO, ONTARIO, Canada | $215,500,000 | |
|
KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
|
SOUTHBURY, CT, United States | $215,498,334 | |
|
LEVIN FUNDING GROUP LLC
CRD 170087
|
TUCSON, AZ, United States | $215,430,911 | |
|
VALUES FIRST ADVISORS, INC.
CRD 148532
|
JOHNSON CITY, TN, United States | $215,420,365 | |
|
GARTON AND ASSOCIATES FINANCIAL ADVISORS LLC
CRD 146493
|
LOUISVILLE, KY, United States | $215,376,210 | |
|
GRAGG & GRAGG, L.L.P.
CRD 110592
|
SHELBY, NC, United States | $215,357,909 | |
|
ILLUMINE INVESTMENT MANAGEMENT, LLC
CRD 311661
|
POULSBO, WA, United States | $215,168,898 | |
|
DISHMI CAPITAL, LLC
CRD 336392
|
PASADENA, CA, United States | $215,077,959 | |
|
CONSILIUM, LLC
CRD 304503
|
BOULDER, CO, United States | $215,033,000 | |
|
PROVIDENCE FINANCIAL AND INSURANCE SERVICES, INC
CRD 141988
|
WOODLAND HILLS, CA, United States | $215,020,611 |