Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HALBERT WEALTH MANAGEMENT, INC.
CRD 108294
|
AUSTIN, TX, United States | $211,192,636 | |
|
APEX INVESTMENT GROUP, LLC
CRD 333593
|
HUDSON, MA, United States | $211,108,269 | |
|
PINNACLE WEALTH MANAGEMENT, LLC
CRD 315578
|
ROSEVILLE, CA, United States | $211,075,762 | |
|
SHAFFER CAPITAL ADVISERS, LLC
CRD 150106
|
WESTERVILLE, OH, United States | $211,059,174 | |
|
WMKI GROUP LLC
CRD 309832
|
$211,019,817 | ||
|
PHASE III ADVISORY SERVICES, LTD
CRD 122959
|
BUFFALO GROVE, IL, United States | $210,911,349 | |
|
REFINED WEALTH MANAGEMENT
CRD 169563
|
SALT LAKE CITY, UT, United States | $210,909,614 | |
|
SOUND FINANCIAL, LLC
CRD 292271
|
$210,821,790 | ||
|
TRAUB CAPITAL MANAGEMENT, LLC
CRD 136851
|
NEEDHAM, MA, United States | $210,790,661 | |
|
WEALTHCARE ASSET MANAGEMENT, LLC
CRD 170382
|
SPRINGFIELD, MO, United States | $210,769,606 | |
|
RENAUD & COMPANY, LLC
CRD 115337
|
O'FALLON, MO, United States | $210,711,241 | |
|
PARKSTONE WEALTH MANAGEMENT, LLC
CRD 168253
|
ARLINGTON, TX, United States | $210,611,988 | |
|
ALBERT D MASON INC
CRD 107412
|
BOSTON, MA, United States | $210,604,947 | |
|
FAIRBANKS CAPITAL MANAGEMENT, INC.
CRD 107650
|
RANCHO SANTA FE, CA, United States | $210,590,858 | |
|
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
CRD 312915
|
KETCHUM, ID, United States | $210,568,182 | |
|
PEARLSTONE ALTERNATIVE (UK) LLP
CRD 324441
|
LONDON, United Kingdom | $210,490,700 | |
|
LONE PEAK PARTNERS MANAGEMENT LP
CRD 156546
|
NEW YORK, NY, United States | $210,443,130 | |
|
GUERRA PAN ADVISORS, LLC
CRD 313489
|
$210,424,169 | ||
|
IMPACT SHARES CORP
CRD 282472
|
DALLAS, TX, United States | $210,416,293 | |
|
FIDELIS WEALTH ADVISORS, LLC
CRD 292551
|
CASTLE ROCK, CO, United States | $210,405,970 | |
|
KDT ADVISORS, LLC
CRD 289816
|
PRINCETON, NJ, United States | $210,388,247 | |
|
BARING FINANCIAL LLC
CRD 173761
|
BELLINGHAM, WA, United States | $210,327,061 | |
|
MARK GILLAM ENTERPRISES
CRD 108632
|
FAIR OAKS, CA, United States | $210,312,142 | |
|
INDEPENDENCE WEALTH ADVISORS, LLC
CRD 306236
|
INDEPENDENCE, OH, United States | $210,302,903 | |
|
SUCCESSION FINANCIAL, INC.
CRD 336434
|
MCKINNEY, TX, United States | $210,297,733 | |
|
SENTINEL GLOBAL LP
CRD 326444
|
SAN FRANCISCO, CA, United States | $210,293,919 | |
|
SMART PORTFOLIOS, LLC
CRD 131342
|
LAKE FOREST PARK, WA, United States | $210,282,076 | |
|
CRESCENT STERLING LTD
CRD 106633
|
METAIRIE, LA, United States | $210,200,000 | |
|
ALCOSTA CAPITAL MANAGEMENT, INC.
CRD 128679
|
SAN RAMON, CA, United States | $210,198,851 | |
|
ATLANTIC FAMILY WEALTH, LLC
CRD 171062
|
CORAL GABLES, FL, United States | $210,123,792 | |
|
MACROCLIMATE LLC
CRD 130655
|
$210,103,496 | ||
|
DANIEL INVESTMENT GROUP INC.
CRD 338851
|
ROYAL OAK, MI, United States | $210,062,660 | |
|
PARE PARTNERS II LLC
CRD 327575
|
MIAMI, FL, United States | $210,021,594 | |
|
SANDER CAPITAL ADVISORS, INC.
CRD 112499
|
SEATTLE, WA, United States | $210,000,000 | |
|
CORNERSTONE SECURITIES LLC
CRD 140379
|
OVERLAND PARK, KS, United States | $210,000,000 | |
|
TREETOP WEALTH MANAGEMENT, LLC
CRD 155013
|
NORTHFIELD, IL, United States | $210,000,000 | |
|
MAGELLAN PLANNING GROUP, INC.
CRD 338739
|
ATLANTA, GA, United States | $209,983,000 | |
|
HUFFMAN & ROSS WEALTH MANAGEMENT LLC
CRD 334674
|
MORGANTOWN, WV, United States | $209,964,128 | |
|
LUMMIS ASSET MANAGEMENT, L.P.
CRD 114357
|
FORT WORTH, TX, United States | $209,957,416 | |
|
GOUWS CAPITAL LLC
CRD 153812
|
CHARLOTTE, NC, United States | $209,933,675 | |
|
WILLIAMS FINANCIAL, LLC
CRD 137038
|
NORTH BENNINGTON, VT, United States | $209,922,715 | |
|
HOVER4PI CAPITAL MANAGEMENT LIMITED
CRD 331899
|
HONG KONG, Hong Kong | $209,889,475 | |
|
ADVISORY INVESTOR SERVICES LLC
CRD 173134
|
MIAMI, FL, United States | $209,858,162 | |
|
MAKAIRA PARTNERS, LLC
CRD 153729
|
LA JOLLA, CA, United States | $209,807,000 | |
|
T.M. WEALTH MANAGEMENT, LLC
CRD 287965
|
RESTON, VA, United States | $209,803,730 | |
|
THE STANICH GROUP LLC
CRD 282447
|
$209,776,444 | ||
|
SUNSTATE WEALTH MANAGEMENT LLC
CRD 317453
|
CORAL GABLES, FL, United States | $209,762,419 | |
|
HIGHLAND RIM CAPITAL, L.P.
CRD 331863
|
NASHVILLE, TN, United States | $209,695,701 | |
|
IMG WEALTH MANAGEMENT, INC.
CRD 285966
|
JACKSONVILLE, FL, United States | $209,685,185 | |
|
TELLIGENT INVESTMENT MANAGEMENT, LLC
CRD 118798
|
ADMIRALTY, HONG KONG, China | $209,656,749 |