Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LB PARTNERS LLC
CRD 309088
|
CHARLOTTESVILLE, VA, United States | $191,306,535 | |
|
OCEANSIDE ADVISORS LLC
CRD 170307
|
MOUNT PLEASANT, SC, United States | $191,300,000 | |
|
ANCHOR CAPITAL MANAGEMENT GROUP, INC.
CRD 123543
|
ALISO VIEJO, CA, United States | $191,231,382 | |
|
INVESTMENT MANAGEMENT CORPORATION
CRD 107246
|
ROANOKE, VA, United States | $191,179,778 | |
|
HIGH PLAINS INVESTMENT ADVISORS, INC.
CRD 114404
|
LUBBOCK, TX, United States | $191,167,024 | |
|
FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD 304547
|
HOUSTON, TX, United States | $191,160,666 | |
|
ENZA FINANCIAL, LLC
CRD 315827
|
INDEPENDENCE, OH, United States | $191,160,236 | |
|
COLUMBIA RIVER ADVISORS, LLC
CRD 154571
|
TACOMA, WA, United States | $191,149,780 | |
|
APEX WEALTH MANAGEMENT, LLC
CRD 317091
|
BEDFORD, NH, United States | $191,060,986 | |
|
M83 INVESTMENT GROUP, LLC
CRD 332416
|
CALABASAS, CA, United States | $191,025,723 | |
|
CALUMET CAPITAL PARTNERS LLC
CRD 318770
|
MIAMI, FL, United States | $191,000,000 | |
|
BOWEN FINANCIAL SERVICES, LLC
CRD 116714
|
MIDLOTHIAN, VA, United States | $190,985,562 | |
|
DRH INVESTMENTS, INC.
CRD 164945
|
THOUSAND OAKS, CA, United States | $190,957,928 | |
|
PSG CREDIT GP, LLC
CRD 311297
|
COLUMBIA, MD, United States | $190,938,742 | |
|
D & G ADVISORY GROUP, L.L.C.
CRD 125055
|
$190,913,758 | ||
|
MEYER CAPITAL MANAGEMENT LLC.
CRD 106904
|
CINCINNATI, OH, United States | $190,762,272 | |
|
LFG WEALTH PARTNERS, LLC
CRD 331339
|
ELIZABETHTOWN, KY, United States | $190,676,829 | |
|
DYNAMIC WEALTH STRATEGIES, LLC
CRD 167594
|
GRANITE BAY, CA, United States | $190,658,400 | |
|
MASUS FINANCIAL GROUP, LTD.
CRD 174339
|
BATAVIA, IL, United States | $190,630,230 | |
|
WISDOM WEALTH STRATEGIES, LLC
CRD 170230
|
GREENWOOD VILLAGE, CO, United States | $190,454,507 | |
|
BLUESTONE PRIVATE WEALTH, LLC
CRD 326055
|
CLEVELAND, OH, United States | $190,410,134 | |
|
VANGUARD CAPITAL WEALTH ADVISORS, LLC
CRD 285052
|
DENVER, CO, United States | $190,406,969 | |
|
LORD ABBETT FIF ADVISOR LLC
CRD 332700
|
JERSEY CITY, NJ, United States | $190,402,889 | |
|
AEGIS WEALTH MANAGEMENT, LLC
CRD 199511
|
MAITLAND, FL, United States | $190,373,409 | |
|
MJC ADVISORS, LLC
CRD 136839
|
$190,314,069 | ||
|
ARMADA ADVISORS, INC.
CRD 150416
|
PENSACOLA, FL, United States | $190,302,673 | |
|
CLUTINGER WILLIAMS & VERHOYE INC
CRD 111082
|
SAN DIEGO, CA, United States | $190,196,744 | |
|
ATEGRA CAPITAL MANAGEMENT, LLC
CRD 164245
|
VIENNA, VA, United States | $190,194,000 | |
|
VALUED RETIREMENTS, INC.
CRD 114236
|
HOUSTON, TX, United States | $190,117,019 | |
|
SILICON BEACH WEALTH, LLC
CRD 310051
|
MARINA DEL REY, CA, United States | $190,094,257 | |
|
THREE SIXTY FBO, LLC
CRD 301007
|
BLOOMINGTON, IL, United States | $190,090,772 | |
|
CREEK DRIVE MANAGEMENT GROUP LLC
CRD 332075
|
$190,057,633 | ||
|
FINANCIAL HORIZONS, INC.
CRD 110741
|
$190,027,919 | ||
|
PACIFIC VALUE, LLC
CRD 147086
|
BOISE, ID, United States | $190,000,000 | |
|
BLUEPRINT WEALTH MANAGEMENT INC.
CRD 325099
|
ELLICOTT CITY, MD, United States | $190,000,000 | |
|
ALTRUIST ADVISORS LLC
CRD 340784
|
CULVER CITY, CA, United States | $190,000,000 | |
|
CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
|
APPLETON, WI, United States | $189,909,772 | |
|
TT CAPITAL MANAGEMENT LLC
CRD 158407
|
$189,834,639 | ||
|
HARBOUR FINANCIAL RESOURCES, LTD
CRD 110261
|
SKOKIE, IL, United States | $189,816,445 | |
|
ROCKWOOD EQUITY PARTNERS LLC
CRD 163846
|
DENVER, CO, United States | $189,783,574 | |
|
CONTINENTAL ADVISORS LLC
CRD 109788
|
$189,741,106 | ||
|
ACA II ADVISORS, LLC
CRD 156128
|
GREENWICH, CT, United States | $189,717,622 | |
|
SIGNET PRIVATE WEALTH, LLC
CRD 290029
|
CHICAGO, IL, United States | $189,682,344 | |
|
FINANCIAL INDEPENDENCE ADVISORS, LLC
CRD 317193
|
JACKSONVILLE, FL, United States | $189,648,100 | |
|
CALVERT WEALTH MANAGEMENT, INC.
CRD 115639
|
DUNKIRK, MD, United States | $189,569,655 | |
|
PARADIGM INSTITUTIONAL INVESTORS LLC
CRD 329115
|
DALLAS, TX, United States | $189,521,497 | |
|
OM ADVISERS LP
CRD 309024
|
SUMMIT, NJ, United States | $189,487,829 | |
|
SOLUTIONS 4 WEALTH, LTD
CRD 143248
|
SOUTHLAKE, TX, United States | $189,447,995 | |
|
XCEPTION ADVISORY SERVICES, LLC
CRD 338122
|
ATLANTA, GA, United States | $189,340,109 | |
|
YOST CAPITAL MANAGEMENT, LP
CRD 153082
|
HOUSTON, TX, United States | $189,318,442 |