Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ALPHA DNA INVESTMENT MANAGEMENT LLC
CRD 288198
|
COLUMBIA, MD, United States | $194,698,387 | |
|
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
CRD 285427
|
NEW PRAGUE, MN, United States | $194,691,700 | |
|
SENSIBLE PORTFOLIOS, LLC
CRD 121045
|
$194,674,073 | ||
|
AMUNI FINANCIAL, INC.
CRD 8365
|
ST PETERSBURG, FL, United States | $194,623,000 | |
|
AEREF MANAGEMENT, LLC
CRD 322495
|
NEW YORK, NY, United States | $194,450,000 | |
|
3D ADVISOR GROUP, INC.
CRD 342109
|
$194,318,000 | ||
|
LIBERTY FINANCIAL GROUP, INC.
CRD 111272
|
ELM GROVE, WI, United States | $194,317,321 | |
|
ACCORD EQUITY ADVISORS LLC
CRD 166977
|
SAN FRANCISCO, CA, United States | $194,285,594 | |
|
DRUM HILL CAPITAL, LLC
CRD 123359
|
WESTPORT, CT, United States | $194,280,234 | |
|
NEIL JESANI WEALTH MANAGEMENT, LLC
CRD 322345
|
SUNRISE, FL, United States | $194,218,472 | |
|
WACONA CAPITAL, LLC
CRD 331836
|
CHARLOTTESVILLE, VA, United States | $194,115,432 | |
|
CYPRESS RIDGE CAPITAL, L.P.
CRD 322529
|
NEW YORK, NY, United States | $194,091,880 | |
|
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
CRD 126241
|
COLUMBUS, GA, United States | $194,042,419 | |
|
T.T.G. FINANCIAL, INC.
CRD 129004
|
CANTON, OH, United States | $194,000,000 | |
|
INNOVATIVE ADVISORY GROUP, LLC
CRD 146618
|
LEXINGTON, MA, United States | $194,000,000 | |
|
CAPITAL AND PLANNING, LLC
CRD 321104
|
JONESBORO, GA, United States | $193,938,755 | |
|
INTEGRITY WEALTH PARTNERS, LLC
CRD 167314
|
WALNUT CREEK, CA, United States | $193,862,881 | |
|
TETLEY INVESTMENTS, LLC
CRD 164130
|
PARK RIDGE, IL, United States | $193,857,815 | |
|
BUCKLEY CAPITAL ADVISORS, LLC
CRD 268818
|
MIAMI BEACH, FL, United States | $193,814,431 | |
|
MWS CAPITAL CONSULTANTS LLC
CRD 125061
|
CHICAGO, IL, United States | $193,676,494 | |
|
MORGENS, WATERFALL, VINTIADIS & COMPANY, INC.
CRD 108692
|
NEW YORK, NY, United States | $193,627,932 | |
|
D. M. BRENNER, INC.
CRD 134398
|
SOLANA BEACH, CA, United States | $193,620,246 | |
|
XPV MANAGEMENT LLC
CRD 322445
|
EL SEGUNDO, CA, United States | $193,567,208 | |
|
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
CRD 288030
|
BOCA RATON, FL, United States | $193,499,450 | |
|
SANDIA WEALTH MANAGEMENT, LLC
CRD 159402
|
ALBUQUERQUE, NM, United States | $193,482,000 | |
|
PINE HAVEN INVESTMENT COUNSEL, INC.
CRD 129365
|
$193,447,397 | ||
|
FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CRD 291484
|
CINCINNATI, OH, United States | $193,418,350 | |
|
DYNAMIC WEALTH ADVISORS
CRD 169792
|
SURPRISE, AZ, United States | $193,346,000 | |
|
KAZAZIAN ASSET MANAGEMENT, LLC
CRD 328433
|
FORT LAUDERDALE, FL, United States | $193,337,319 | |
|
STONECREEK PRIVATE WEALTH, LLC
CRD 323473
|
$193,314,378 | ||
|
RETIREMENT PLAN FIDUCIARIES, LLC
CRD 161137
|
$193,307,067 | ||
|
KASTEL CAPITAL ADVISORS, LLC
CRD 226520
|
WELLESLEY, MA, United States | $193,282,908 | |
|
BALANCED ROCK INVESTMENT ADVISORS LLC
CRD 157424
|
ROSLINDALE, MA, United States | $193,233,075 | |
|
3 FACTOR INDEXING, LLC
CRD 160356
|
$193,229,609 | ||
|
JANUARY CAPITAL ADVISORS LLC
CRD 177514
|
SAN FRANCISCO, CA, United States | $193,212,864 | |
|
RMDR ADVISORS, INC.
CRD 118473
|
$193,166,185 | ||
|
ELEMENTAL CAPITAL PARTNERS LLC
CRD 283897
|
$193,088,005 | ||
|
HINCHLEY ADVISORY GROUP, LLC
CRD 157860
|
CENTENNIAL, CO, United States | $193,080,000 | |
|
WILLNER & HELLER LLC
CRD 135406
|
ENCINO, CA, United States | $193,073,919 | |
|
EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
|
MADISON, CT, United States | $193,073,861 | |
|
TERRA ALPHA INVESTMENTS LLC
CRD 288690
|
WASHINGTON, DC, United States | $193,043,545 | |
|
CAPE ANN CAPITAL, INC.
CRD 128942
|
CONCORD, MA, United States | $193,009,183 | |
|
KINZIE CAPITAL PARTNERS LP
CRD 305445
|
CHICAGO, IL, United States | $192,979,726 | |
|
WICKHAM FINANCIAL GROUP, INC.
CRD 307299
|
MARIETTA, GA, United States | $192,959,153 | |
|
HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
|
CHESTER, NJ, United States | $192,944,404 | |
|
BAYBRIDGE CAPITAL GROUP, LLC
CRD 284867
|
LIVERMORE, CA, United States | $192,926,505 | |
|
ACON INVESTMENTS MANAGEMENT, LLC
CRD 162033
|
WASHINGTON, DC, United States | $192,819,764 | |
|
FULCRUM EQUITY MANAGEMENT, LLC
CRD 159099
|
PLANO, TX, United States | $192,808,129 | |
|
SETCHFIELD ASSOCIATES LLC
CRD 113289
|
BRADENTON, FL, United States | $192,800,000 | |
|
ARCADIA FUNDS, LLC
CRD 166087
|
BURLINGTON, MA, United States | $192,754,708 |