Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WEINGARTEN ASSOCIATES, L.L.C.
CRD 127718
|
LAWRENCEVILLE, NJ, United States | $200,271,700 | |
|
MH & ASSOCIATES SECURITIES MANAGEMENT CORP
CRD 110516
|
CARLSBAD, CA, United States | $200,212,942 | |
|
TANDEM INVESTMENT PARTNERS, LLC
CRD 172309
|
BORDENTOWN, NJ, United States | $200,199,645 | |
|
LAUGHLIN FINANCIAL LLC
CRD 165105
|
BLOOMINGTON, IN, United States | $200,198,285 | |
|
POST CAPITAL MANAGEMENT LLC
CRD 161892
|
NEW YORK, NY, United States | $200,188,431 | |
|
FULHAM & CO, INC.
CRD 158374
|
WELLESLEY, MA, United States | $200,165,307 | |
|
THOMPSON CAPITAL MANAGEMENT, LLC
CRD 300993
|
$200,133,859 | ||
|
CHAPMAN INVESTMENT MANAGEMENT, LLC
CRD 166826
|
$200,089,304 | ||
|
RADIX ORGANIZATION, INC.
CRD 172791
|
NEW YORK, NY, United States | $200,085,035 | |
|
GENESIS WEALTH ADVISORS, LLC
CRD 158388
|
BRAINTREE, MA, United States | $200,074,039 | |
|
AMG ASSET MANAGEMENT GROUP, INC.
CRD 319444
|
CARTERSVILLE, GA, United States | $200,055,821 | |
|
ALLEN CAPITAL MANAGEMENT, LLC
CRD 135147
|
VANCOUVER, WA, United States | $200,030,786 | |
|
NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
|
GLADSTONE, OR, United States | $200,025,054 | |
|
WH CORNERSTONE INVESTMENTS INC.
CRD 119725
|
DUXBURY, MA, United States | $200,013,404 | |
|
CREDIT BRIDGE ADVISORS LLC
CRD 332233
|
$200,000,000 | ||
|
AI ALPHA LLC
CRD 334908
|
GRAND RAPIDS, MI, United States | $200,000,000 | |
|
HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC
CRD 291609
|
FENTON, MI, United States | $199,972,345 | |
|
ASPEN PRIVATE ADVISORS, LLC
CRD 297639
|
SIOUX FALLS, SD, United States | $199,936,645 | |
|
FLAGSHIP CAPITAL MANAGEMENT INC
CRD 108354
|
MEDIA, PA, United States | $199,880,000 | |
|
PLANNING WORKS ADVISORY, INC.
CRD 317834
|
AUSTIN, TX, United States | $199,834,857 | |
|
SMBC ASSET MANAGEMENT, INC.
CRD 109691
|
NEW YORK, NY, United States | $199,782,536 | |
|
SADDLEROCK CAPITAL MANAGEMENT LLC
CRD 330801
|
NEW YORK, NY, United States | $199,634,266 | |
|
KAPUSTA FINANCIAL GROUP, INC.
CRD 123349
|
PITTSBURGH, PA, United States | $199,605,506 | |
|
LBB HOLDING COMPANY LLC
CRD 282285
|
NORWALK, CT, United States | $199,543,130 | |
|
IA NETWORK, LLC
CRD 319096
|
CHARLOTTE, NC, United States | $199,538,173 | |
|
CAPITAL ASSET MANAGEMENT, INC.
CRD 120597
|
COLUMBUS, OH, United States | $199,520,574 | |
|
KG CAPITAL MANAGEMENT, LLC
CRD 164500
|
SAINT FRANCISVILLE, LA, United States | $199,514,529 | |
|
DBK FINANCIAL COUNSEL, LLC
CRD 170688
|
CUYAHOGA FALLS, OH, United States | $199,476,254 | |
|
EXECUTIVE FINANCIAL SERVICES INC
CRD 110180
|
LIVONIA, MI, United States | $199,450,000 | |
|
GLENWOOD INVESTMENT GROUP, LLC
CRD 132950
|
MANCHESTER, NH, United States | $199,426,399 | |
|
DIVERSIFIED INVESTMENT STRATEGIES, LLC
CRD 142202
|
BATON ROUGE, LA, United States | $199,401,546 | |
|
PINGORA PARTNERS LLC
CRD 148262
|
DALLAS, TX, United States | $199,381,449 | |
|
THE CATALYST GROUP, INC.
CRD 333740
|
HOUSTON, TX, United States | $199,378,450 | |
|
SCALAR GAUGE MANAGEMENT, LLC
CRD 287991
|
DALLAS, TX, United States | $199,375,848 | |
|
MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
|
DALLAS, TX, United States | $199,373,525 | |
|
TRANQUILLI FINANCIAL ADVISOR, LLC
CRD 298056
|
CLINTON, NJ, United States | $199,358,227 | |
|
NAVIQUANT CAPITAL MANAGEMENT LLC
CRD 325236
|
$199,340,112 | ||
|
MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC
CRD 154679
|
$199,250,957 | ||
|
SECHREST FINANCIAL SERVICES LLC
CRD 128688
|
ACTON, MA, United States | $199,211,839 | |
|
AIO FINANCIAL, LLC
CRD 114030
|
TUCSON, AZ, United States | $199,162,733 | |
|
RIK SAYLOR FINANCIAL, INC.
CRD 165484
|
FAIRFIELD, OH, United States | $199,162,536 | |
|
FINANCIAL ARCHITECTS, LLC
CRD 116027
|
WOODSTOCK, GA, United States | $199,150,091 | |
|
BARRON FINANCIAL GROUP, LLP
CRD 140504
|
TORRINGTON, CT, United States | $199,126,279 | |
|
RWA ADVISORS, LLC
CRD 150120
|
BOCA RATON, FL, United States | $199,120,135 | |
|
NESTLERODE & LOY, INC.
CRD 2907
|
STATE COLLEGE, PA, United States | $199,064,720 | |
|
CATOCTIN RIDGE WEALTH PARTNER, LLC
CRD 333113
|
THURMONT, MD, United States | $199,037,195 | |
|
ALPSTONE CAPITAL (SUISSE) S.A.
CRD 287834
|
GENEVE, Switzerland | $199,032,124 | |
|
BEDMINSTER L.L.C.
CRD 118794
|
BLUFFTON, SC, United States | $199,012,353 | |
|
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
|
MONTEVIDEO, MN, United States | $198,946,748 | |
|
ERICKSON FINANCIAL GROUP, LLC
CRD 299818
|
ALLENTOWN, PA, United States | $198,863,722 |