Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
THE BENDIX FINANCIAL GROUP, INC.
CRD 118999
|
GARDEN CITY, NY, United States | $196,644,826 | |
|
CERTIFIED PLANNERS, INC.
CRD 105364
|
SAN RAMON, CA, United States | $196,622,285 | |
|
SPRINGHOUSE CAPITAL MANAGEMENT, LP
CRD 163080
|
$196,592,689 | ||
|
KINGDOM LEGACY ADVISORS CORPORATION
CRD 334847
|
$196,542,000 | ||
|
AVANT FINANCIAL ADVISORS LLC
CRD 297894
|
AUSTIN, TX, United States | $196,402,029 | |
|
FRIEDENTHAL FINANCIAL, LLC
CRD 150457
|
MARLTON, NJ, United States | $196,379,630 | |
|
ROUND2 INVESTMENT PARTNERS LLC
CRD 326807
|
NEW YORK, NY, United States | $196,370,862 | |
|
GRAND CENTRAL INVESTMENT GROUP, LLC
CRD 172537
|
TAMPA, FL, United States | $196,238,900 | |
|
AMPHORA WEALTH MANAGEMENT, LLC
CRD 157968
|
CHAPEL HILL, NC, United States | $196,205,424 | |
|
REYES FINANCIAL ARCHITECTURE INC.
CRD 153194
|
SAN DIEGO, CA, United States | $196,182,788 | |
|
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231
|
GREENSBORO, NC, United States | $196,113,579 | |
|
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
CRD 336024
|
NEW ORLEANS, LA, United States | $196,108,853 | |
|
HUMMER FINANCIAL ADVISORY SERVICES INC
CRD 108550
|
$196,051,445 | ||
|
TRUEMAN BROWN, LLC
CRD 141602
|
LAKE ZURICH, IL, United States | $196,050,099 | |
|
FRAZIER FINANCIAL CONSULTANTS, LLC
CRD 112897
|
CHAPEL HILL, NC, United States | $196,037,319 | |
|
MONSON WEALTH MANAGEMENT LLC
CRD 337251
|
$196,010,097 | ||
|
GOLDEN GATE PERSONAL FINANCIAL PLANNING
CRD 132264
|
SAN FRANCISCO, CA, United States | $195,935,082 | |
|
HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
|
BETHESDA, MD, United States | $195,890,357 | |
|
SPICE EXPEDITIONS, LP
CRD 333626
|
WESTPORT, CT, United States | $195,873,033 | |
|
COVESTOR LTD
CRD 145694
|
LONDON, United Kingdom | $195,843,352 | |
|
J.K. FINANCIAL, INC.
CRD 114929
|
DALLAS, TX, United States | $195,811,000 | |
|
J2 CAPITAL MANAGEMENT, INC.
CRD 152964
|
TROY, MI, United States | $195,720,451 | |
|
BALANCE CAPITAL PARTNERS L.P.
CRD 325617
|
MIAMI, FL, United States | $195,719,725 | |
|
TEPP RIA LLC
CRD 283899
|
WESTFIELD, NJ, United States | $195,713,644 | |
|
MARVIN & PALMER ASSOCIATES
CRD 105399
|
WILMINGTON, DE, United States | $195,696,579 | |
|
STONETREE INVESTMENT PARTNERS LLC
CRD 318477
|
DALLAS, TX, United States | $195,671,557 | |
|
ARK ADVISORS LLC
CRD 167456
|
BLOOMINGTON, IL, United States | $195,639,810 | |
|
VFPE ADVISORS LLC
CRD 299829
|
AUDUBON, PA, United States | $195,631,825 | |
|
CF CAPITAL LLC
CRD 325287
|
$195,623,004 | ||
|
CHARTER WEALTH MANAGEMENT, INC.
CRD 162299
|
RALEIGH, NC, United States | $195,612,950 | |
|
CLARK & STUART INC
CRD 107991
|
PORTLAND, ME, United States | $195,585,257 | |
|
FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662
|
MEMPHIS, TN, United States | $195,541,442 | |
|
ATCAP PARTNERS, LLC
CRD 158214
|
ROCKVILLE, MD, United States | $195,509,222 | |
|
PLAN LIFE & WEALTH MANAGEMENT, INC.
CRD 44960
|
FRESNO, CA, United States | $195,434,083 | |
|
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
CRD 147376
|
CRYSTAL LAKE, IL, United States | $195,398,095 | |
|
FORT STREET ASSET MANAGEMENT LLC
CRD 305446
|
HONOLULU, HI, United States | $195,379,009 | |
|
RMR WEALTH MANAGEMENT
CRD 152266
|
NEW YORK, NY, United States | $195,372,517 | |
|
WESTMARK WEALTH MANAGEMENT, LLC
CRD 334109
|
PHOENIX, AZ, United States | $195,353,027 | |
|
INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
|
CARY, NC, United States | $195,338,422 | |
|
NORTHSTAR FINANCIAL ADVISORS, INC.
CRD 124194
|
$195,296,200 | ||
|
MONTERONE PARTNERS LLP
CRD 285926
|
LONDON, United Kingdom | $195,290,467 | |
|
FEG CURIO INVESTMENT PARTNERS, LLC
CRD 323497
|
CINCINNATI, OH, United States | $195,280,839 | |
|
EMERGENT FINANCIAL SERVICES, LLC.
CRD 288434
|
CHARLOTTESVILLE, VA, United States | $195,201,000 | |
|
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
CRD 298155
|
MILWAUKEE, WI, United States | $195,158,000 | |
|
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
CRD 168390
|
MOBILE, AL, United States | $194,860,997 | |
|
COLUMBIA RIVER FINANCIAL GROUP, LLC
CRD 288539
|
VANCOUVER, WA, United States | $194,831,125 | |
|
OHIGGINS ASSET MANAGEMENT INC
CRD 107194
|
$194,826,970 | ||
|
BRIGHT PATH SPORTS PARTNERS, LLC
CRD 327730
|
CLEVELAND, OH, United States | $194,797,971 | |
|
FENTON GREGORY COLEMAN
CRD 133301
|
SANDWICH, MA, United States | $194,779,475 | |
|
ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC
CRD 312292
|
ARLINGTON, VA, United States | $194,748,937 |