Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FINANCIAL SERVICE GROUP INC
CRD 107893
|
MOUNT PLEASANT, WI, United States | $214,995,359 | |
|
FLORIAN FINANCIAL GROUP LLC
CRD 123869
|
WILLIAMSVILLE, NY, United States | $214,969,672 | |
|
BROADWAY ADVISOR GROUP
CRD 324281
|
ALBANY, NY, United States | $214,923,032 | |
|
CAITLIN JOHN, LLC
CRD 154494
|
BRIGHTON, MI, United States | $214,892,486 | |
|
SCHULTZ FINANCIAL GROUP INCORPORATED
CRD 108724
|
RENO, NV, United States | $214,840,003 | |
|
POWERHOUSE ASSETS LLC
CRD 157538
|
$214,800,000 | ||
|
KINWELL LLC
CRD 290449
|
CHARLESTON, SC, United States | $214,688,458 | |
|
ARBOR FINANCIAL PLANNING LLC
CRD 281317
|
ANN ARBOR, MI, United States | $214,666,493 | |
|
DOWNSHIFT FINANCIAL, LLC
CRD 314068
|
$214,650,000 | ||
|
ARCHON CAPITAL MANAGEMENT LLC
CRD 130499
|
SEATTLE, WA, United States | $214,648,357 | |
|
HALLSTATT ADVISORS L.P.
CRD 319512
|
$214,602,234 | ||
|
EASTSOUND CAPITAL ADVISORS, LLC
CRD 160180
|
$214,576,000 | ||
|
UTA LLC
CRD 315427
|
VANCOUVER, WA, United States | $214,570,738 | |
|
JCSD CAPITAL, LLC
CRD 163084
|
WALNUT CREEK, CA, United States | $214,564,336 | |
|
QUEST WEALTH SOLUTIONS, INC.
CRD 341599
|
MANSFIELD, OH, United States | $214,553,000 | |
|
KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD 311536
|
WESTLAKE, OH, United States | $214,538,913 | |
|
NOBLEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146612
|
$214,537,941 | ||
|
MISSION TRAIL CAPITAL MANAGEMENT, LLC
CRD 318558
|
AUSTIN, TX, United States | $214,523,795 | |
|
AJAX HEALTH MANAGEMENT COMPANY, LLC
CRD 340280
|
MENLO PARK, CA, United States | $214,502,129 | |
|
BOOMFISH WEALTH GROUP, LLC
CRD 159201
|
ALPHARETTA, GA, United States | $214,395,945 | |
|
4THOUGHT FINANCIAL GROUP INC.
CRD 162997
|
SYOSSET, NY, United States | $214,345,250 | |
|
CONTINUITY WEALTH MANAGEMENT, CORP.
CRD 111010
|
PORTLAND, OR, United States | $214,306,873 | |
|
WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
|
VIRGINIA BEACH, VA, United States | $214,279,037 | |
|
SAGE HILL CAPITAL L.L.C.
CRD 155016
|
ANN ARBOR, MI, United States | $214,276,283 | |
|
PONTA WEALTH PARTNERS, LLC
CRD 330058
|
WINTER PARK, FL, United States | $214,265,118 | |
|
EQUITAS CAPITAL ADVISORS,LLC
CRD 124471
|
NEW ORLEANS, LA, United States | $214,236,183 | |
|
VIABLE PLANNING, LLC
CRD 322140
|
$214,176,901 | ||
|
OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD 156013
|
FAIRLAWN, OH, United States | $214,166,775 | |
|
HEALTHCOR PARTNERS MANAGEMENT, L.P.
CRD 160399
|
$214,148,142 | ||
|
ALPHA WEALTH FUNDS, LLC
CRD 150231
|
PARK CITY, UT, United States | $214,122,623 | |
|
SUMMIT PORTFOLIO MANAGEMENT LLC
CRD 111243
|
LAS VEGAS, NV, United States | $213,976,612 | |
|
PACIFIC MANAGEMENT PARTNERS LLC
CRD 172044
|
$213,960,655 | ||
|
PREMIS ADVISORS, LLC
CRD 283679
|
ATLANTA, GA, United States | $213,947,773 | |
|
COMPASS PLANNING ASSOCIATES, INC.
CRD 128014
|
$213,939,625 | ||
|
IFS ADVISORS, LLC
CRD 147518
|
OVERLAND PARK, KS, United States | $213,822,204 | |
|
RETIREMITTEN FINANCIAL LLC
CRD 300779
|
CLARKSTON, MI, United States | $213,801,111 | |
|
LOCKER FINANCIAL SERVICES, LLC
CRD 120900
|
VERONA, NJ, United States | $213,787,195 | |
|
OZE CAPITAL LLC
CRD 327276
|
FLORHAM PARK, NJ, United States | $213,737,577 | |
|
A4 WEALTH ADVISORS LLC
CRD 152397
|
HUNTERSVILLE, NC, United States | $213,703,027 | |
|
LINDAHL & MANSAGER INC
CRD 107111
|
FAIRLAWN, OH, United States | $213,656,000 | |
|
GLOBAL TRUST WEALTH MANAGEMENT LLC
CRD 333458
|
WEST PALM BEACH, FL, United States | $213,655,374 | |
|
COASTLINE COMPLETE WEALTH LLC
CRD 338227
|
BLUFFTON, SC, United States | $213,631,245 | |
|
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
CRD 119687
|
DALLAS, TX, United States | $213,569,645 | |
|
ARGYLE CAPITAL PARTNERS, LLC
CRD 162246
|
LOS ANGELES, CA, United States | $213,561,022 | |
|
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
CRD 120084
|
JACKSONVILLE, FL, United States | $213,528,643 | |
|
FLOYD, BENJAMIN JOSEPH
CRD 111576
|
TEXARKANA, TX, United States | $213,518,171 | |
|
LONG POINT CAPITAL, INC
CRD 163061
|
NEW YORK, NY, United States | $213,502,105 | |
|
CEDARWOOD WEALTH LLC
CRD 334756
|
HIGHLANDS RANCH, CO, United States | $213,419,865 | |
|
SIGNAL TREE FINANCIAL PARTNERS LLC
CRD 311871
|
COPLEY, OH, United States | $213,410,000 | |
|
724 ASSET MANAGEMENT, LLC
CRD 318169
|
$213,406,436 |