Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MCGUIRE CAPITAL ADVISORS, INC.
CRD 164549
|
BETHANY, OK, United States | $202,424,203 | |
|
ROBINSON VALUE MANAGEMENT, LTD.
CRD 110156
|
SAN ANTONIO, TX, United States | $202,292,946 | |
|
PHIL A. YOUNKER & ASSOCIATES, LTD.
CRD 311775
|
$202,173,074 | ||
|
JOHNSON LYMAN, INC.
CRD 150150
|
LOS ALTOS, CA, United States | $202,117,904 | |
|
NAYLOR CAPITAL LLC
CRD 170821
|
$202,104,888 | ||
|
ABBINGTON INVESTMENT GROUP, LLC
CRD 174407
|
SOUTH PORTLAND, ME, United States | $202,099,933 | |
|
KCD FINANCIAL, INC.
CRD 127473
|
GREEN BAY, WI, United States | $202,092,404 | |
|
J M BROWN & ASSOCIATES, INC.
CRD 118427
|
TULSA, OK, United States | $202,091,848 | |
|
WEALTH ADVISORS, LLC
CRD 135875
|
SPRINGBORO, OH, United States | $202,041,581 | |
|
KOWALSKI FINANCIAL INC.
CRD 300424
|
MINNEAPOLIS, MN, United States | $202,040,000 | |
|
SORTIS FUND MANAGER, LLC
CRD 315584
|
PORTLAND, OR, United States | $202,036,274 | |
|
PORTAGE WEALTH INC
CRD 340012
|
OAKVILLE, Canada | $202,000,000 | |
|
BAM WEALTH MANAGEMENT LLC
CRD 330237
|
LAKEWOOD, CO, United States | $201,993,089 | |
|
BLONG FINANCIAL, LLC
CRD 164746
|
MEMPHIS, TN, United States | $201,963,902 | |
|
GREAT RIVER FINANCIAL LLC
CRD 314172
|
PLYMOUTH, MN, United States | $201,939,212 | |
|
BRIXEY & MEYER CAPITAL LLC
CRD 299465
|
CINCINNATI, OH, United States | $201,813,282 | |
|
CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
|
SALEM, OR, United States | $201,771,685 | |
|
DANER WEALTH MANAGEMENT, LLC
CRD 317373
|
ALPHARETTA, GA, United States | $201,683,975 | |
|
SIMETRIA ADVISORY GROUP LLC
CRD 288563
|
MIAMI, FL, United States | $201,621,881 | |
|
CAPZONE MANAGEMENT LLC
CRD 330135
|
NORWALK, CT, United States | $201,611,724 | |
|
MAXELE ADVISORS, LLC
CRD 165129
|
WEBSTER GROVES, MO, United States | $201,565,331 | |
|
LEVEL ONE GLOBAL ADVISORS, LLC
CRD 316294
|
MIAMI, FL, United States | $201,538,410 | |
|
KRAEMATON INVESTMENT ADVISORS, INC.
CRD 126869
|
BRAINTREE, MA, United States | $201,501,574 | |
|
SAUL WEALTH ADVISORS, LLC
CRD 337371
|
MIAMI, FL, United States | $201,457,806 | |
|
WINFOREST LLC
CRD 329673
|
$201,426,485 | ||
|
HARREN EQUITY PARTNERS, LLC
CRD 158494
|
CHARLOTTESVILLE, VA, United States | $201,386,829 | |
|
KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
|
EAGAN, MN, United States | $201,352,666 | |
|
PARADIGM WEALTH ADVISORY LLC
CRD 283120
|
BRIDGEWATER, NJ, United States | $201,238,727 | |
|
PACIFIC FINANCIAL STRATEGIES, INC
CRD 151434
|
THOUSAND OAKS, CA, United States | $201,189,309 | |
|
AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
CRD 304938
|
OAKLAND, CA, United States | $201,179,040 | |
|
STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
|
MEMPHIS, TN, United States | $201,174,393 | |
|
REGENTS PARTNERS, LLC
CRD 322915
|
$201,163,479 | ||
|
WAVERLEY WEALTH MANAGEMENT LLC
CRD 156023
|
MOUNTAIN VIEW, CA, United States | $201,152,058 | |
|
UPPER LEFT WEALTH MANAGEMENT, LLC
CRD 288762
|
$201,115,227 | ||
|
STERLING MANOR FINANCIAL, LLC
CRD 284218
|
SARATOGA SPRINGS, NY, United States | $201,005,892 | |
|
MY PORTFOLIO GUIDE, LLC
CRD 153188
|
SEAL BEACH, CA, United States | $200,987,737 | |
|
CUSTOM WEALTH MANAGEMENT, LLC
CRD 340956
|
PLYMOUTH, MI, United States | $200,976,793 | |
|
STRIDE INVESTMENTS, LLC
CRD 167037
|
CHICAGO, IL, United States | $200,926,083 | |
|
LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
|
LOS ANGELES, CA, United States | $200,916,000 | |
|
ELDRIDGE SME ADVISERS, LLC
CRD 334010
|
NEW YORK, NY, United States | $200,880,106 | |
|
BLUE CAPITAL, INC.
CRD 304083
|
OMAHA, NE, United States | $200,818,353 | |
|
CALCULATED WEALTH LLC
CRD 318985
|
MADISON, WI, United States | $200,778,956 | |
|
ARGO MANAGEMENT AND RESEARCH COMPANY, LLC
CRD 339043
|
$200,644,339 | ||
|
FARRELL FINANCIAL LLC
CRD 321609
|
ORCHARD PARK, NY, United States | $200,627,067 | |
|
RISK MANAGEMENT GROUP, LLC
CRD 122366
|
ROCKVILLE, MD, United States | $200,477,570 | |
|
EMERALD BAY WEALTH MANAGEMENT LLC
CRD 160837
|
TAHOE CITY, CA, United States | $200,377,832 | |
|
U.S. PRIVATE WEALTH, LLC
CRD 167288
|
PALM BEACH GARDENS, FL, United States | $200,327,081 | |
|
URS ADVISORY LLC
CRD 289892
|
JUPITER, FL, United States | $200,312,614 | |
|
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
CRD 121061
|
$200,303,679 | ||
|
HARVEST INVESTMENT ADVISORS, LLC
CRD 136693
|
$200,285,400 |