Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LENDISTRY CAPITAL PARTNERS, LLC
CRD 343142
|
LOS ANGELES, CA, United States | $213,405,020 | |
|
ELITE INCOME ADVISORS, INC.
CRD 285429
|
ELLICOTT CITY, MD, United States | $213,383,359 | |
|
MIAI, INC.
CRD 111695
|
DALLAS, TX, United States | $213,321,166 | |
|
LAKE PACIFIC MANAGEMENT COMPANY, LLC
CRD 174253
|
DALLAS, TX, United States | $213,244,049 | |
|
A.O. WEALTH ADVISORY,LLC
CRD 288301
|
URBANDALE, IA, United States | $213,203,341 | |
|
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
CRD 173083
|
WILLIAMSBURG, VA, United States | $213,124,091 | |
|
J.E. SIMMONS & CO., P.C.
CRD 108789
|
DALLAS, TX, United States | $213,103,959 | |
|
AIFG CONSULTANTS LTD.
CRD 281122
|
HALFMOON, NY, United States | $213,017,281 | |
|
CYGNET FINANCIAL PLANNING INC.
CRD 123430
|
WATERFORD, MI, United States | $212,902,407 | |
|
SENSENIG CAPITAL ADVISORS, INC.
CRD 142821
|
COLLEGEVILLE, PA, United States | $212,881,912 | |
|
LARRY MATHIS FINANCIAL PLANNING, L.L.C.
CRD 172858
|
PHOENIX, AZ, United States | $212,818,466 | |
|
SACKS & ASSOCIATES, LLC
CRD 174909
|
WARREN, NJ, United States | $212,809,574 | |
|
BCK PARTNERS, INC.
CRD 181512
|
CORNING, NY, United States | $212,670,459 | |
|
GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
|
ABINGTON, PA, United States | $212,655,453 | |
|
SCHMIDT, JACOB AARON
CRD 121034
|
FORT WAYNE, IN, United States | $212,629,231 | |
|
HARDING WEALTH, INC.
CRD 282686
|
TEMPE, AZ, United States | $212,623,954 | |
|
GEN CAP AMERICA, INC.
CRD 160042
|
NASHVILLE, TN, United States | $212,594,650 | |
|
UP CAPITAL MANAGEMENT, INC.
CRD 164692
|
$212,564,382 | ||
|
URBAN WEALTH MANAGEMENT GROUP LLC
CRD 285633
|
$212,506,644 | ||
|
BRIXTON CAPITAL WEALTH ADVISORS, LLC
CRD 288810
|
GARDEN CITY, NY, United States | $212,388,530 | |
|
SEQUOIA SWISS FINANCIAL ADVISORS AG
CRD 158031
|
ZURICH, Switzerland | $212,348,742 | |
|
SACKETT WEALTH ADVISORS, INC.
CRD 289950
|
BREA, CA, United States | $212,277,685 | |
|
COASTWISE CAPITAL GROUP, LLC
CRD 139564
|
LA JOLLA, CA, United States | $212,200,773 | |
|
ALTIUS FINANCIAL, INC.
CRD 113268
|
DENVER, CO, United States | $212,179,837 | |
|
EXCOLERE EQUITY PARTNERS, LLC
CRD 324822
|
LOS ANGELES, CA, United States | $212,159,124 | |
|
PATRICK MAURO INVESTMENT ADVISOR, INC.
CRD 122742
|
$212,088,940 | ||
|
MADRID WEALTH MANAGEMENT, LLC
CRD 333331
|
ALBUQUERQUE, NM, United States | $212,050,883 | |
|
JAMISON HANSON ADVISORS LLC
CRD 139587
|
SALEM, OR, United States | $212,048,671 | |
|
BRAVIAS CAPITAL GROUP, LLC
CRD 289589
|
ISELIN, NJ, United States | $212,025,113 | |
|
BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
|
RESTON, VA, United States | $212,012,187 | |
|
OAC CAPITAL ADVISORS LLC
CRD 317559
|
$211,993,114 | ||
|
DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
|
ALPINE, UT, United States | $211,951,903 | |
|
JMC MANAGEMENT, LLC
CRD 169235
|
BOSTON, MA, United States | $211,939,000 | |
|
ITRUST ASSET MANAGEMENT, LLC
CRD 164193
|
LEXINGTON, KY, United States | $211,938,663 | |
|
ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
|
LAKE OSWEGO, OR, United States | $211,654,859 | |
|
ROSSJOHNSON & ASSOCIATES, LLC
CRD 297583
|
PLYMOUTH, MN, United States | $211,615,913 | |
|
PFS SIGNATURE WEALTH LLC
CRD 342913
|
TAMPA, FL, United States | $211,563,163 | |
|
DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
|
RIDGEFIELD, CT, United States | $211,530,484 | |
|
SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
|
DALLAS, TX, United States | $211,500,000 | |
|
KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
CRD 338738
|
ST. CHARLES, IL, United States | $211,482,938 | |
|
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
CRD 113181
|
METAIRIE, LA, United States | $211,476,970 | |
|
VIRTUE ASSET MANAGEMENT LLC
CRD 283438
|
BARRINGTON, IL, United States | $211,417,028 | |
|
SKYLARK PRIVATE EQUITY PARTNERS, LP
CRD 315174
|
DALLAS, TX, United States | $211,415,505 | |
|
VISTA POINT ASSET MANAGEMENT LLC
CRD 341810
|
IRVINE, CA, United States | $211,400,000 | |
|
BLUE SUMMIT FINANCIAL GROUP, INC.
CRD 148782
|
SAN DIEGO, CA, United States | $211,359,841 | |
|
CENTRIC ADVISORS, LLC
CRD 282477
|
CYPRESS, TX, United States | $211,348,878 | |
|
THOMPSON DAVIS & CO., INC.
CRD 41353
|
RICHMOND, VA, United States | $211,338,163 | |
|
PERSONAL CHOICE FINANCIAL ADVISORS, LLC
CRD 110384
|
CINCINNATI, OH, United States | $211,334,500 | |
|
CALLAWAY CAPITAL MANAGEMENT, LLC
CRD 285709
|
NASHVILLE, TN, United States | $211,306,604 | |
|
PELTOMA CAPITAL PARTNERS, LLC
CRD 325138
|
$211,213,434 |