Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
UNCOMMON EQUITY LLC
CRD 314936
|
CHICAGO, IL, United States | $198,801,821 | |
|
CAPITAL SQUARED FINANCIAL LLC
CRD 326861
|
ROCKVILLE, MD, United States | $198,700,000 | |
|
INTERCAPITAL, LLC
CRD 324314
|
AUSTIN, TX, United States | $198,665,248 | |
|
INVISOR FINANCIAL LLC
CRD 174890
|
SENECA, KS, United States | $198,543,563 | |
|
PALADIN PARTNERS, LLC
CRD 132024
|
HARTLAND, WI, United States | $198,517,308 | |
|
MORK CAPITAL MANAGEMENT, LLC
CRD 136154
|
HEALDSBURG, CA, United States | $198,515,718 | |
|
PRESTIGE WEALTHWIDE, LLC
CRD 321789
|
LEHI, UT, United States | $198,459,223 | |
|
SCALEWORKS CAPITAL, LLC
CRD 306560
|
SAN ANTONIO, TX, United States | $198,444,519 | |
|
CEDARSTONE ADVISORS
CRD 172653
|
THOUSAND OAKS, CA, United States | $198,427,826 | |
|
FEYNMAN POINT ASSET MANAGEMENT LLC
CRD 330536
|
NEW YORK, NY, United States | $198,388,333 | |
|
TFJ MANAGEMENT, LLC
CRD 312132
|
SOMERVILLE, MA, United States | $198,352,057 | |
|
PMG WEALTH MANAGEMENT, INC.
CRD 285899
|
HAWTHORN WOODS, IL, United States | $198,347,444 | |
|
SAFIR WEALTH ADVISORS, LLC
CRD 285848
|
$198,182,483 | ||
|
ATLANTIC WEALTH PARTNERS, LLC
CRD 289440
|
JUPITER, FL, United States | $198,142,369 | |
|
HOFFMANN HERMANSON LLC
CRD 130484
|
DENVER, CO, United States | $198,139,660 | |
|
WELCH FINANCIAL PLANNING, LLC
CRD 329418
|
BOULDER, CO, United States | $198,095,637 | |
|
GIP INVESTMENT ADVISER LLC
CRD 300541
|
WEST PALM BEACH, FL, United States | $198,045,570 | |
|
NEWPORT INVESTMENT ADVISORS INC
CRD 113175
|
BEACHWOOD, OH, United States | $198,040,835 | |
|
CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
|
NORTH ATTLEBORO, MA, United States | $197,973,814 | |
|
LIEBLONG & ASSOCIATES, INC.
CRD 42578
|
LITTLE ROCK, AR, United States | $197,949,758 | |
|
ENTASIS ASSET MANAGEMENT LLC
CRD 282711
|
BROOKFIELD, WI, United States | $197,878,899 | |
|
GLADOWSKY CAPITAL MANAGEMENT CORP
CRD 45287
|
SMITHTOWN, NY, United States | $197,825,768 | |
|
CALVERT IMPACT ADVISORY SERVICES, LLC
CRD 326022
|
BETHESDA, MD, United States | $197,789,240 | |
|
D & P INVESTMENT ADVISORS, LTD.
CRD 119631
|
WAKEFIELD, RI, United States | $197,759,856 | |
|
CROWN ADVISORS MANAGEMENT, INC.
CRD 109720
|
LARKSPUR, CA, United States | $197,759,721 | |
|
WEALTH MANAGEMENT GROUP, INC.
CRD 113706
|
WINSTON-SALEM, NC, United States | $197,724,593 | |
|
PRESTON ADVISORY SERVICES LLC
CRD 289926
|
KINGMAN, AZ, United States | $197,679,341 | |
|
BENGAL ASSET MANAGEMENT, LLC
CRD 168688
|
SANTA MONICA, CA, United States | $197,646,257 | |
|
BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
|
HARTLAND, WI, United States | $197,600,000 | |
|
ATTENTIVE INVESTMENTS, LLC
CRD 315478
|
STOCKTON, CA, United States | $197,494,206 | |
|
INMAN FINANCIAL SERVICES, INC.
CRD 297414
|
PORTLAND, OR, United States | $197,453,684 | |
|
VANHEEL MANAGEMENT LIMITED
CRD 282064
|
HONG KONG S.A.R., China | $197,419,230 | |
|
COPPER BEECH FINANCIAL GROUP, LLC
CRD 313156
|
MOORESTOWN, NJ, United States | $197,401,454 | |
|
RYDAR EQUITIES, INC.
CRD 154086
|
WEATHERFORD, TX, United States | $197,400,000 | |
|
BAUTIS FINANCIAL, LLC
CRD 148582
|
MONTCLAIR, NJ, United States | $197,360,737 | |
|
GLOBAL PARTNERSHIPS
CRD 300844
|
SEATTLE, WA, United States | $197,266,792 | |
|
APS ADVISORS
CRD 153504
|
JACKSON, CA, United States | $197,246,667 | |
|
OSPREY CAPITAL MANAGEMENT CORP.
CRD 172524
|
MIAMI BEACH, FL, United States | $197,200,000 | |
|
L CAPITAL, LLC
CRD 277098
|
WINDSOR, CA, United States | $197,175,570 | |
|
DAVIS WEALTH ADVISORS LLC
CRD 287736
|
SALEM, NH, United States | $197,149,289 | |
|
CONCORDIA WEALTH MANAGEMENT, LLC
CRD 164278
|
CONCORD, MA, United States | $197,112,273 | |
|
USONIA ADVISORY GROUP, LLC
CRD 341550
|
BRIARCLIFF MANOR, NY, United States | $197,043,391 | |
|
FEE-ONLY FIDUCIARY ADVISORS LLC
CRD 143329
|
GRAND RAPIDS, MI, United States | $197,020,227 | |
|
BIREME CAPITAL, LLC
CRD 283224
|
ROCKVILLE, MD, United States | $196,939,682 | |
|
RECIPROCAL VENTURE MANAGEMENT, L.L.C.
CRD 288520
|
NEW YORK, NY, United States | $196,926,863 | |
|
REI WEALTH MANAGEMENT LLC
CRD 172220
|
$196,823,666 | ||
|
RLH CAPITAL, LLC
CRD 321913
|
$196,805,686 | ||
|
BRADLEY WEALTH LLC
CRD 131808
|
SCOTTSDALE, AZ, United States | $196,723,672 | |
|
GOYETTE FINANCIAL PLANNING, INC
CRD 133566
|
THOUSAND OAKS, CA, United States | $196,683,394 | |
|
CONNOR CAPITAL SB, LLC
CRD 283073
|
SANTA BARBARA, CA, United States | $196,660,704 |