Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LAKE HILLS WEALTH MANAGEMENT, LLC
CRD 286175
|
AUSTIN, TX, United States | $206,898,245 | |
|
ZERMATT WEALTH, LLC
CRD 307404
|
SAN DIEGO, CA, United States | $206,868,931 | |
|
BURNHAM STERLING ASSET MANAGEMENT LLC
CRD 283907
|
COS COB, CT, United States | $206,843,448 | |
|
ALLIANCE INVESTMENT MANAGEMENT, LLC
CRD 152012
|
JENISON, MI, United States | $206,811,662 | |
|
KATE CAPITAL LLC
CRD 329897
|
WESTPORT, CT, United States | $206,782,179 | |
|
INVESTX ASSET MANAGEMENT LLC
CRD 321985
|
NEW YORK, NY, United States | $206,754,903 | |
|
FLYING POINT FINANCIAL, INC.
CRD 107915
|
NORTH ANDOVER, MA, United States | $206,723,000 | |
|
STRATEGIC WEALTH ADVISORS GROUP, INC.
CRD 285863
|
UTICA, MI, United States | $206,664,688 | |
|
STILLWATER WEALTH MANAGEMENT GROUP LLC
CRD 309796
|
JUNO BEACH, FL, United States | $206,582,835 | |
|
FOLIOBEYOND, LLC
CRD 298234
|
$206,570,792 | ||
|
360 FINANCIAL PARTNERS, LLC
CRD 169280
|
MOUNT PLEASANT, SC, United States | $206,515,775 | |
|
KENNETH FRENKE & CO., INC.
CRD 109352
|
ARDEN, NC, United States | $206,511,505 | |
|
GLASGOW & ASSOCIATES, LLC
CRD 145151
|
WILMINGTON, NC, United States | $206,479,807 | |
|
COMUNIDAD FUND I MANAGER, LLC
CRD 315665
|
AUSTIN, TX, United States | $206,454,774 | |
|
BAUMAN ADVISORY GROUP, LLC
CRD 153061
|
LAS VEGAS, NV, United States | $206,399,319 | |
|
ALEXIS INVESTMENT PARTNERS, LLC
CRD 313394
|
$206,365,510 | ||
|
COOKSEN WEALTH, LLC
CRD 300451
|
THE WOODLANDS, TX, United States | $206,249,255 | |
|
MCKINLEY ALASKA PRIVATE INVESTMENT, LLC
CRD 319075
|
ANCHORAGE, AK, United States | $206,225,201 | |
|
YIELDPOINT, L.P.
CRD 311859
|
NEW YORK, NY, United States | $206,193,107 | |
|
ADC WEALTH MANAGEMENT, LLC
CRD 159083
|
MASSAPEQUA, NY, United States | $206,122,106 | |
|
HFH PLANNING INC.
CRD 114046
|
$206,110,519 | ||
|
PARKVIEW ASSET MANAGEMENT, INC.
CRD 307977
|
OAKBROOK TERRACE, IL, United States | $206,056,032 | |
|
HARDWORKING CAPITAL ADVISORS, LLC
CRD 226760
|
PALM DESERT, CA, United States | $205,982,956 | |
|
BAUER WEALTH MANAGEMENT INC.
CRD 152977
|
COLORADO SPRINGS, CO, United States | $205,933,923 | |
|
BRIGHTPATH WEALTH PLANNING, LLC
CRD 160563
|
CAMARILLO, CA, United States | $205,769,926 | |
|
LC VERO MANAGER LLC
CRD 338361
|
NEW YORK, NY, United States | $205,620,000 | |
|
WARDROOM PARTNERS
CRD 315511
|
$205,593,070 | ||
|
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.
CRD 327830
|
DENVER, CO, United States | $205,589,000 | |
|
SRT GROUP LLC
CRD 330219
|
WEST PALM BEACH, FL, United States | $205,559,617 | |
|
WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
|
LAKE FOREST, IL, United States | $205,539,281 | |
|
MANHATTAN GLOBAL ASSET MANAGEMENT LLC
CRD 334452
|
LAS VEGAS, NV, United States | $205,501,795 | |
|
THE PUTNEY FINANCIAL GROUP LLC
CRD 111639
|
SAN RAFAEL, CA, United States | $205,409,186 | |
|
ROOKWOOD WEALTH MANAGEMENT, LLC
CRD 143983
|
$205,354,528 | ||
|
OSBON CAPITAL MANAGEMENT, LLC
CRD 134731
|
BOSTON, MA, United States | $205,298,967 | |
|
SAFEBRIDGE LLC
CRD 289485
|
$205,281,096 | ||
|
WHITE ROCK OIL & GAS HOLDINGS, LLC
CRD 165255
|
PLANO, TX, United States | $205,147,357 | |
|
BLUE MARBLE INVESTMENTS, LLC
CRD 141354
|
SANTA BARBARA, CA, United States | $205,057,533 | |
|
TRIDENT MANAGEMENT LLC
CRD 319632
|
NEW YORK, NY, United States | $205,050,045 | |
|
ENDURING WEALTH MANAGEMENT, LLC
CRD 337527
|
MERIDIAN, ID, United States | $205,027,001 | |
|
CHESAPEAKE INVESTMENT MANAGEMENT LLC
CRD 119010
|
MCLEAN, VA, United States | $205,000,000 | |
|
021 INVESTMENTS LLC
CRD 328334
|
MIAMI, FL, United States | $205,000,000 | |
|
FLAVIN FINANCIAL SERVICES, INC.
CRD 144473
|
MELBOURNE, FL, United States | $204,988,428 | |
|
3RD CREEK INVESTMENTS, INC.
CRD 115945
|
$204,947,847 | ||
|
KIRK CAPITAL ADVISORS LLC
CRD 312401
|
VIENNA, VA, United States | $204,891,142 | |
|
NORTHAVENUE LLC
CRD 297300
|
COLUMBUS, OH, United States | $204,847,307 | |
|
THE HERBST GROUP, LLC
CRD 309319
|
$204,750,725 | ||
|
F3 PARTNERS LLC
CRD 333302
|
NEW YORK, NY, United States | $204,643,860 | |
|
KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
|
DOYLESTOWN, PA, United States | $204,634,160 | |
|
MITTELMAN WEALTH MANAGEMENT LLC
CRD 313042
|
$204,612,176 | ||
|
DONALIES FINANCIAL PLANNING, LLC
CRD 164700
|
$204,548,423 |