Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FALCON BRIDGE CAPITAL II, LLC
CRD 156661
|
OAKLAND, CA, United States | $192,748,384 | |
|
THOMAS LEO ADVISORY, LLC
CRD 159271
|
MINNEAPOLIS, MN, United States | $192,716,851 | |
|
NUMA AMERICAS CORP.
CRD 164602
|
MIAMI, FL, United States | $192,707,560 | |
|
DAVIS PRIVATE WEALTH, LLC
CRD 285952
|
ROYAL PALM BEACH, FL, United States | $192,700,000 | |
|
MOZAYYX MANAGEMENT LLC
CRD 334468
|
AUSTIN, TX, United States | $192,696,580 | |
|
GRIZZLYROCK CAPITAL, LLC
CRD 226650
|
CHICAGO, IL, United States | $192,696,000 | |
|
TAILWINDS WEALTH, LLC
CRD 322924
|
VADNAIS HEIGHTS, MN, United States | $192,663,097 | |
|
EBH CAPITAL MANAGEMENT LLC
CRD 316095
|
$192,641,359 | ||
|
BLUE WATER LIFE SCIENCE ADVISORS, LP
CRD 306450
|
$192,567,673 | ||
|
FINANCIAL ELEMENTS, INC
CRD 148557
|
ROLLING MEADOWS, IL, United States | $192,562,151 | |
|
DEL-SETTE CAPITAL MANAGEMENT, LLC
CRD 159052
|
SCHENECTADY, NY, United States | $192,533,425 | |
|
CADIA PRIVATE CLIENT LLC
CRD 337400
|
PARSIPPANY, NJ, United States | $192,533,399 | |
|
EXCEL CAPITAL MANAGEMENT CORP
CRD 109229
|
WARREN, NJ, United States | $192,505,720 | |
|
SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
|
DAPHNE, AL, United States | $192,480,551 | |
|
CIG ASSET MANAGEMENT, INC.
CRD 123609
|
SOUTHFIELD, MI, United States | $192,479,928 | |
|
GREENSHIELDS CAPITAL LLC
CRD 284814
|
EL SEGUNDO, CA, United States | $192,479,530 | |
|
PARK STATE ASSET MANAGEMENT LLC
CRD 336573
|
BEVERLY, MA, United States | $192,387,471 | |
|
HAMPTON ROCK WEALTH MANAGEMENT I, LLC
CRD 331682
|
AUSTIN, TX, United States | $192,369,158 | |
|
BLUEHEEL
CRD 331771
|
DALLAS, TX, United States | $192,322,986 | |
|
LINDEN WEALTH MANAGEMENT LLC
CRD 281995
|
OAK PARK, IL, United States | $192,300,000 | |
|
DT INVESTMENT MANAGEMENT IFSC LLP
CRD 334387
|
GIFT CITY, GANDHI NAGAR, GUJARAT, India | $192,273,643 | |
|
THE ARCHER CONSULTING GROUP, LLC
CRD 156062
|
THIBODAUX, LA, United States | $192,244,119 | |
|
OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
|
PITTSBURGH, PA, United States | $192,224,520 | |
|
GREGORY LYLE & CO.
CRD 113683
|
$192,222,626 | ||
|
VINES CAPITAL MANAGEMENT, LLC
CRD 298727
|
MONROE, LA, United States | $192,183,223 | |
|
GS INVESTMENTS, INC.
CRD 107782
|
EAGAN, MN, United States | $192,152,603 | |
|
DESERT ROSE CAPITAL MANAGEMENT, INC.
CRD 154331
|
MERIDIAN, ID, United States | $192,134,096 | |
|
BELMONT PRIVATE WEALTH
CRD 331436
|
CHESTERFIELD, MO, United States | $192,130,228 | |
|
SPURSTONE ADVISORY SERVICES, LLC
CRD 284158
|
HIGGANUM, CT, United States | $192,115,319 | |
|
INVESTORS MOSAIC, LLC
CRD 168619
|
$192,063,361 | ||
|
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
|
SOUTHPORT, CT, United States | $192,062,491 | |
|
INCOMPASS FINANCIAL PARTNERS, LLC
CRD 318227
|
ALPHARETTA, GA, United States | $192,040,869 | |
|
CLS FINANCIAL ADVISORS, INC.
CRD 152892
|
PORTLAND, OR, United States | $191,992,677 | |
|
RFP FINANCIAL GROUP, LLC
CRD 293206
|
ATLANTA, GA, United States | $191,956,396 | |
|
PETTEE INVESTORS INC
CRD 105553
|
ROWAYTON, CT, United States | $191,874,111 | |
|
FIRST AMERICAN ASSET ADVISORY, LLC.
CRD 282254
|
GARDEN CITY, NY, United States | $191,788,380 | |
|
FIVE PINE WEALTH MANAGEMENT INC.
CRD 317657
|
COEUR D'ALENE, ID, United States | $191,751,292 | |
|
K2 FINANCIAL INC.
CRD 300913
|
GLENDORA, CA, United States | $191,647,642 | |
|
WINDWARD MANAGEMENT LP
CRD 316224
|
$191,631,142 | ||
|
OLD ROCK ASSET MANAGEMENT LLC
CRD 145748
|
$191,577,912 | ||
|
SANCTUARY WEALTH ADVISORS LLC
CRD 285428
|
DENVER, CO, United States | $191,544,207 | |
|
PHORCYS CAPITAL PARTNERS, LLC
CRD 285635
|
ALPHARETTA, GA, United States | $191,481,543 | |
|
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
CRD 295193
|
$191,481,487 | ||
|
COSMOS WEALTH, LLC
CRD 341781
|
LA JOLLA, CA, United States | $191,452,317 | |
|
STRATEGIC ADVISORY PARTNERS, LLC
CRD 314842
|
GREENSBORO, NC, United States | $191,433,909 | |
|
SPINOSA WEALTH MANAGEMENT GROUP, LLC
CRD 170903
|
MANDEVILLE, LA, United States | $191,417,058 | |
|
VARIADIC LLC
CRD 332389
|
NEW YORK, NY, United States | $191,407,963 | |
|
ARAVALLI CAPITAL MANAGEMENT LP
CRD 327861
|
NEW YORK, NY, United States | $191,396,303 | |
|
TOGWOTEE CIO, LLC
CRD 311981
|
$191,393,775 | ||
|
GUARDIAN WEALTH PARTNERS, LLC
CRD 310203
|
NEW YORK, NY, United States | $191,356,409 |