Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SHELLMAN INVESTMENT MANAGEMENT, LLC
CRD 316579
|
CORAL GABLES, FL, United States | $209,606,890 | |
|
RUNDE & CO. LLC
CRD 106383
|
SEATTLE, WA, United States | $209,495,000 | |
|
BABB WEALTH ADVISORS LLC
CRD 298347
|
FLAGSTAFF, AZ, United States | $209,433,327 | |
|
ZIMMERMANN ALAN L
CRD 106286
|
$209,246,390 | ||
|
CANNON BEACH CONSULTANTS INC
CRD 140959
|
SAN RAMON, CA, United States | $209,225,495 | |
|
WHARTON WEALTH MANAGEMENT, LLC
CRD 281348
|
MALVERN, PA, United States | $209,168,957 | |
|
FINANCIAL INVESTMENT TEAM, INC.
CRD 145724
|
PORTLAND, OR, United States | $209,144,352 | |
|
FILIGREE WEALTH ADVISORS, LLC
CRD 318729
|
IRVINE, CA, United States | $209,136,489 | |
|
CREATIVE INVESTMENT GROUP LLC
CRD 334028
|
NASHVILLE, TN, United States | $209,046,904 | |
|
ELI CIRCLE CAPITAL, LP
CRD 326553
|
LOS ANGELES, CA, United States | $209,025,215 | |
|
WERLINICH ASSET MANAGEMENT, L.L.C.
CRD 125663
|
$209,000,000 | ||
|
CAPITAL ASSET MANAGEMENT, LLC
CRD 284505
|
DENVER, CO, United States | $208,812,237 | |
|
RESERVOIR RETIREMENT MANAGEMENT, LLC
CRD 293131
|
LIMA, OH, United States | $208,773,942 | |
|
CAVU WEALTH MANAGEMENT INC.
CRD 299089
|
LAKESIDE, CA, United States | $208,760,964 | |
|
MADSON WEALTH ADVISORS INC.
CRD 338608
|
SANTA ROSA, CA, United States | $208,732,967 | |
|
SEPHIRA INVESTMENT ADVISORS (UK) LIMITED
CRD 293524
|
LONDON, United Kingdom | $208,679,495 | |
|
SOUTHCOL ADVISORS, LLC
CRD 308154
|
NAPLES, FL, United States | $208,665,788 | |
|
CLARITY WEALTH DEVELOPMENT, LLC
CRD 155103
|
CORVALLIS, OR, United States | $208,615,945 | |
|
BLUM FINANCIAL, LP
CRD 149134
|
RICHARDSON, TX, United States | $208,600,000 | |
|
GOLDEN BELL FINANCIAL PLANNING, LLC
CRD 305635
|
$208,600,000 | ||
|
VOYAGER MANAGEMENT, LLC
CRD 135434
|
LOS ANGELES, CA, United States | $208,552,957 | |
|
PHOENIX REALTY GROUP LLC
CRD 160249
|
NEW YORK, NY, United States | $208,492,000 | |
|
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD 290254
|
EUGENE, OR, United States | $208,438,586 | |
|
FINANCIAL LIFE PLANNERS LLC
CRD 129415
|
TEMPE, AZ, United States | $208,356,675 | |
|
SFC FINANCIAL LLC
CRD 129817
|
SUNSET HILLS, MO, United States | $208,271,173 | |
|
UCAP ASSET MANAGEMENT LLC
CRD 170846
|
MIAMI, FL, United States | $208,206,707 | |
|
LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451
|
HUNTSVILLE, AL, United States | $208,171,411 | |
|
WELLSPRING CAPITAL MANAGEMENT LLC
CRD 161184
|
NEW YORK, NY, United States | $208,118,748 | |
|
OPEN FIELD CAPITAL LLC
CRD 136313
|
NEW YORK, NY, United States | $208,109,253 | |
|
ALERE PLANNING LLC
CRD 286121
|
$208,037,455 | ||
|
FULCRUM WEALTH ADVISORS, LLC
CRD 169277
|
BELLEVUE, WA, United States | $208,000,000 | |
|
DESERANNO CORPORATION
CRD 121841
|
GROSSE POINTE FARMS, MI, United States | $207,987,834 | |
|
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
CRD 172205
|
SARASOTA, FL, United States | $207,939,453 | |
|
SEAGULL LANE ASSET MANAGEMENT LLC
CRD 282566
|
HUNTINGTON BEACH, CA, United States | $207,934,000 | |
|
LYNWOOD PRICE CAPITAL MANAGEMENT LP
CRD 323308
|
AUSTIN, TX, United States | $207,902,283 | |
|
FAIRSCALE CAPITAL, LLC
CRD 165535
|
NASHUA, NH, United States | $207,808,425 | |
|
CAPSTAR FINANCIAL SERVICES LLC
CRD 300349
|
AUSTIN, TX, United States | $207,804,471 | |
|
OROGRAPHIC FINANCIAL ADVISORS, LLC
CRD 323980
|
$207,665,765 | ||
|
GATES PASS ADVISORS, LLC
CRD 269983
|
LOS ALTOS, CA, United States | $207,586,221 | |
|
GARLIKOV ADVISORS INC
CRD 112352
|
COLUMBUS, OH, United States | $207,583,700 | |
|
TERRAFORM WEALTH, LLC
CRD 325530
|
HOUSTON, TX, United States | $207,543,770 | |
|
L & W FINANCIAL, LLC
CRD 285310
|
COLLEGE STATION, TX, United States | $207,487,000 | |
|
PRAIRIEVIEW WEALTH PARTNERS, LLC
CRD 327974
|
FRANKFORT, IL, United States | $207,454,539 | |
|
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
CRD 302098
|
LAWRENCEVILLE, NJ, United States | $207,367,471 | |
|
LESA SROUFE & COMPANY, INC.
CRD 130232
|
SEATTLE, WA, United States | $207,338,726 | |
|
BLUESTONE FINANCIAL ADVISORS, LLC
CRD 146946
|
BETHESDA, MD, United States | $207,283,310 | |
|
COUNTERWEIGHT VENTURES, LLC
CRD 327880
|
WILMINGTON, NC, United States | $207,187,212 | |
|
1819 PARTNERS, LLC
CRD 326601
|
MEMPHIS, TN, United States | $207,090,430 | |
|
FFO INVESTMENTS LLC
CRD 338887
|
TAMPA, FL, United States | $207,088,515 | |
|
PURTILL FINANCIAL LLC
CRD 133764
|
HIGHLAND HEIGHTS, OH, United States | $207,051,882 |