Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WALL STREET FINANCIAL GROUP, INC.
CRD 289051
|
CARLINVILLE, IL, United States | $187,678,567 | |
|
COLMAN KNIGHT ADVISORY GROUP, LLC
CRD 119696
|
ACTON, MA, United States | $187,675,186 | |
|
SFG WEALTH ADVISORS, LLC
CRD 307368
|
TAMPA, FL, United States | $187,673,116 | |
|
FINARC INVESTMENTS, INC.
CRD 166571
|
NORWOOD, MA, United States | $187,601,199 | |
|
CDKV HOLDINGS LLC
CRD 299856
|
DENVER, CO, United States | $187,524,263 | |
|
DURANTE & WATERS, LLC
CRD 127216
|
BREWSTER, NY, United States | $187,437,448 | |
|
QUANTITATIVE ASSET MANAGEMENT, LLC
CRD 143279
|
MINNETONKA, MN, United States | $187,409,295 | |
|
TOPTURN CAPITAL, LLC
CRD 151464
|
CARMEL, CA, United States | $187,362,358 | |
|
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC
CRD 315237
|
AMMON, ID, United States | $187,318,571 | |
|
GAGNON ADVISORS, LLC
CRD 161697
|
NEW YORK, NY, United States | $187,307,870 | |
|
CFC PLANNING COMPANY, LLC
CRD 310603
|
CICERO, IN, United States | $187,285,623 | |
|
HARBOR ASSET PLANNING, INC.
CRD 144944
|
$187,283,095 | ||
|
SUN MOUNTAIN PARTNERS, LLC
CRD 290560
|
$187,232,665 | ||
|
HELMSMAN FINANCIAL GROUP, LLC
CRD 113780
|
WOODINVILLE, WA, United States | $187,200,348 | |
|
WARD & ASSOCIATES
CRD 107878
|
SAN DIEGO, CA, United States | $187,200,000 | |
|
BANCREEK CAPITAL ADVISORS, LLC
CRD 328736
|
SANTA MONICA, CA, United States | $187,138,974 | |
|
ADVICE & PLANNING SERVICES LLC
CRD 283626
|
YOUNGWOOD, PA, United States | $187,120,487 | |
|
SMALL ENTERPRISE ASSISTANCE FUNDS
CRD 161539
|
WASHINGTON, DC, United States | $187,071,506 | |
|
CITY CENTER ADVISORS, LLC
CRD 203513
|
TROY, MI, United States | $187,067,948 | |
|
ERISA ADVISERS, INC.
CRD 170487
|
BRENTWOOD, TN, United States | $187,066,763 | |
|
FJELL CAPITAL, LLC
CRD 327541
|
FARGO, ND, United States | $187,026,631 | |
|
SECURE PLANNING, LLC
CRD 42179
|
PORTSMOUTH, NH, United States | $187,014,564 | |
|
BLUE DOOR ASSET MANAGEMENT, LLC
CRD 314457
|
STAMFORD, CT, United States | $186,994,602 | |
|
ELIOT FINKEL INVESTMENT COUNSEL, LLC
CRD 104695
|
BEVERLY HILLS, CA, United States | $186,985,425 | |
|
ALPHA OMEGA FINANCIAL ADVISORY, INC.
CRD 314289
|
$186,968,599 | ||
|
DUTCH ASSET CORPORATION
CRD 170884
|
SELKIRK, NY, United States | $186,877,957 | |
|
PICEA CAPITAL LLC
CRD 307775
|
MIAMI, FL, United States | $186,765,709 | |
|
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
CRD 289163
|
LEXINGTON, KY, United States | $186,724,518 | |
|
ASL FINANCIAL, LLC
CRD 115479
|
LOS GATOS, CA, United States | $186,708,263 | |
|
DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
|
MUNCIE, IN, United States | $186,693,547 | |
|
AXECAP INVESTMENTS, LLC
CRD 314674
|
MASON, OH, United States | $186,625,957 | |
|
SLOY DAHL & HOLST HOLDINGS, INC
CRD 310107
|
VANCOUVER, WA, United States | $186,620,841 | |
|
SPECIALIZED RETIREMENT CONSULTANTS LLC
CRD 317027
|
$186,581,947 | ||
|
ADVOCATE INVESTING SERVICES, LLC
CRD 273035
|
WOODBINE, MD, United States | $186,574,770 | |
|
ALVIN CLAY FINANCIAL ADVISORS, LLC
CRD 226655
|
JENKINTOWN, PA, United States | $186,572,961 | |
|
ARCWOOD FINANCIAL, LLC
CRD 189512
|
PHOENIX, AZ, United States | $186,572,808 | |
|
BLOCK WEALTH MANAGEMENT, INC.
CRD 146042
|
$186,473,673 | ||
|
ACCORDANT INVESTMENTS LLC
CRD 325678
|
SCOTTSDALE, AZ, United States | $186,422,766 | |
|
RETIREMENT ADVISORS, LLC
CRD 147701
|
DALLAS, TX, United States | $186,410,830 | |
|
ELIOT ROSE WEALTH MANAGEMENT, LLC
CRD 120465
|
PROVIDENCE, RI, United States | $186,327,765 | |
|
CLOSED-END FUND ADVISORS INC.
CRD 115562
|
$186,323,115 | ||
|
WINTHROP PARTNERS - WNY, LLC
CRD 282100
|
ORCHARD, NY, United States | $186,229,903 | |
|
AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC
CRD 328406
|
NEW YORK, NY, United States | $186,207,000 | |
|
GRANITE FINANCIAL GROUP, LLC
CRD 168675
|
BROOKFIELD, WI, United States | $186,200,000 | |
|
FIRST ANALYSIS CAPITAL MANAGEMENT LLC
CRD 161373
|
CHICAGO, IL, United States | $186,193,307 | |
|
MERITED WEALTH, LLC
CRD 299549
|
NORTH BAY VILLAGE, FL, United States | $186,147,824 | |
|
EAGLE INVESTMENT ADVISORS, LLC
CRD 144094
|
DOWNINGTOWN, PA, United States | $186,087,835 | |
|
TOTAL WEALTH SERVICES, LLC
CRD 331833
|
WESTLAKE VILLAGE, CA, United States | $186,079,681 | |
|
GIBSON WEALTH ADVISORS, LLC
CRD 285077
|
$186,058,490 | ||
|
VIGIL WEALTH MANAGEMENT, LLC
CRD 299619
|
PONTE VEDRA BEACH, FL, United States | $186,035,899 |