Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MOMENTUM WEALTH PLANNING, LLC
CRD 331563
|
$204,544,381 | ||
|
BROYHILL ASSET MANAGEMENT, LLC
CRD 120462
|
CHARLOTTE, NC, United States | $204,500,108 | |
|
MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
CRD 107396
|
ALEXANDRIA, VA, United States | $204,440,844 | |
|
THE WILLIAM ALLAN CORPORATION
CRD 133147
|
FORT COLLINS, CO, United States | $204,438,799 | |
|
GUARDANT PARTNERS LLC
CRD 339708
|
MIAMI, FL, United States | $204,432,838 | |
|
PROSPECT FINANCIAL GROUP LLC
CRD 133953
|
$204,400,000 | ||
|
BYSKO JOHN ALLAN
CRD 110612
|
OLD LYME, CT, United States | $204,313,517 | |
|
EXTANT CAPITAL LLC
CRD 337508
|
ALBANY, NY, United States | $204,259,315 | |
|
GUIRY CAPITAL MANAGEMENT, LLC
CRD 122056
|
PALM BEACH GARDENS, FL, United States | $204,250,000 | |
|
MONIMUS CAPITAL MANAGEMENT, LP
CRD 309855
|
WOODBRIDGE, NJ, United States | $204,212,767 | |
|
ROYAL CAPITAL WEALTH MANAGEMENT LLC
CRD 292217
|
$204,155,428 | ||
|
FRANKLY FINANCES LLC
CRD 321270
|
$204,153,330 | ||
|
PORTUS WEALTH ADVISORS, LLC
CRD 300558
|
CHARLOTTE, NC, United States | $204,131,262 | |
|
ALIANZA CORP. INVESTMENT ADVISOR
CRD 323267
|
MIAMI, FL, United States | $204,116,000 | |
|
MB FAMILY ADVISORS, LLC
CRD 166324
|
NEW YORK, NY, United States | $204,073,110 | |
|
VIDEN ARBOR CAPITAL L.L.C.
CRD 169533
|
$204,062,635 | ||
|
MERKKURI WEALTH ADVISORS LLC
CRD 330164
|
JERICHO, NY, United States | $204,061,905 | |
|
COMMERCIAL TRUST WEALTH MANAGEMENT, LLC
CRD 337704
|
FAYETTE, MO, United States | $204,060,790 | |
|
TETON WEALTH GROUP LLC
CRD 311230
|
MURRAY, UT, United States | $204,022,603 | |
|
GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
|
MERRILLVILLE, IN, United States | $203,949,242 | |
|
CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.
CRD 157296
|
BANNOCKBURN, IL, United States | $203,891,787 | |
|
SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
|
LAKE OSWEGO, OR, United States | $203,863,346 | |
|
HARKNESS CAPITAL MANAGEMENT LLC
CRD 289882
|
NEW YORK, NY, United States | $203,815,000 | |
|
MOLER CAPITAL MANAGEMENT, LLC
CRD 106969
|
$203,797,507 | ||
|
UP NORTH FINANCIAL, LLC
CRD 150996
|
TRAVERSE CITY, MI, United States | $203,787,588 | |
|
ROCHESTER WEALTH STRATEGIES, LLC
CRD 299150
|
ROCHESTER, MI, United States | $203,645,357 | |
|
ARIA GROWTH PARTNERS LP
CRD 315978
|
NEW YORK, NY, United States | $203,621,275 | |
|
LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRD 324958
|
BINGHAM FARMS, MI, United States | $203,537,151 | |
|
ELEMENT SQUARED LLC
CRD 311284
|
MINNEAPOLIS, MN, United States | $203,482,682 | |
|
SANDERS MANAGEMENT GROUP, LTD
CRD 334205
|
SOUTHFIELD, MI, United States | $203,474,000 | |
|
RAYLIANT INVESTMENT RESEARCH
CRD 306119
|
WALNUT, CA, United States | $203,450,744 | |
|
DV CAPITAL ADVISORS, LLC
CRD 330325
|
CHICAGO, IL, United States | $203,395,385 | |
|
KAHALA FINANCIAL ADVISORS, LLC
CRD 108564
|
HONOLULU, HI, United States | $203,393,625 | |
|
WAZEE STREET CAPITAL MANAGEMENT LLC
CRD 159165
|
GREENWOOD VILLAGE, CO, United States | $203,367,186 | |
|
WJ FINANCIAL ADVISORS, LLC
CRD 142761
|
KILLINGWORTH, CT, United States | $203,354,827 | |
|
MCDERMOTT INVESTMENT ADVISORS, LLC
CRD 132221
|
NAPLES, FL, United States | $203,288,172 | |
|
NHWM LLC
CRD 328155
|
CEDAR KNOLLS, NJ, United States | $203,265,394 | |
|
BALL & COMPANY WEALTH MANAGEMENT, INC.
CRD 133950
|
$203,064,245 | ||
|
INDEPENDENT WEALTH MANAGEMENT, LLC
CRD 124242
|
TRAVERSE CITY, MI, United States | $203,006,142 | |
|
SYNTAX RESEARCH, INC.
CRD 151948
|
BOCA RATON, FL, United States | $202,934,734 | |
|
NORTHSANDS CAPITAL, L.P.
CRD 331698
|
NEW YORK, NY, United States | $202,849,497 | |
|
HARMONT FIXED INCOME, LLC
CRD 321151
|
$202,840,517 | ||
|
CHICAGO CAPITAL MANAGEMENT, LLC
CRD 175453
|
CHICAGO, IL, United States | $202,818,473 | |
|
FORNESS FINANCIAL LLC
CRD 172473
|
NEEDHAM, MA, United States | $202,756,809 | |
|
CAMPBELL FINANCIAL PARTNERS, LLC
CRD 142889
|
FORT MYERS, FL, United States | $202,735,675 | |
|
CFM ADVISORS INC
CRD 111581
|
HAUPPAUGE, NY, United States | $202,673,837 | |
|
WERNAU ASSET MANAGEMENT INC.
CRD 129473
|
GLOUCESTER, MA, United States | $202,609,112 | |
|
STEELHEAD CAPITAL MANAGEMENT, LLC
CRD 173440
|
FORT WORTH, TX, United States | $202,521,629 | |
|
KEENAN, LLC
CRD 285673
|
BOSTON, MA, United States | $202,481,625 | |
|
HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD 168363
|
ROSEVILLE, CA, United States | $202,437,247 |