Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
RIDGE CAPITAL MANAGEMENT, LLC
CRD 127200
|
JOHN CREEK, GA, United States | $186,024,178 | |
|
HILLSPRING FINANCIAL, INC.
CRD 113938
|
SURPRISE, AZ, United States | $185,998,213 | |
|
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
CRD 312164
|
SAINT AUGUSTINE, FL, United States | $185,947,743 | |
|
RETIREMENT FINANCIAL GROUP, LLC
CRD 322692
|
BEAUMONT, TX, United States | $185,903,066 | |
|
HUDSON PORTFOLIO MANAGEMENT LLC
CRD 130021
|
GARRISON, NY, United States | $185,881,100 | |
|
SCOTT W. HANCOCK
CRD 161316
|
$185,856,427 | ||
|
THE KOCEN FINANCIAL GROUP, INC.
CRD 112129
|
RANCHO MIRAGE, CA, United States | $185,854,186 | |
|
LIFETIME WEALTH MANAGEMENT, LLC
CRD 147482
|
$185,831,582 | ||
|
LIBERTY ATLANTIC ADVISORS LLC
CRD 327738
|
FLORENCE, Italy | $185,816,561 | |
|
DIAMOND CLIENT GROUP, LLC
CRD 310570
|
THE WOODLANDS, TX, United States | $185,808,906 | |
|
S.F. EHRLICH ASSOCIATES, INC.
CRD 121356
|
CRANFORD, NJ, United States | $185,778,206 | |
|
ASH INVESTMENT PARTNERS, LLC
CRD 322109
|
ATLANTA, GA, United States | $185,726,227 | |
|
DOHENY ASSET MANAGEMENT, L.L.C.
CRD 106434
|
LOS ANGELES, CA, United States | $185,691,910 | |
|
FIRST MASON FINANCIAL, LLC
CRD 145025
|
MEDINA, OH, United States | $185,661,618 | |
|
SEVEN SIX CAPITAL MANAGEMENT, LLC
CRD 299257
|
NEW YORK, NY, United States | $185,593,933 | |
|
LARSON FINANCIAL PLANNING INC.
CRD 155671
|
$185,578,702 | ||
|
DELOS PRIVATE CLIENT GROUP, LLC
CRD 300734
|
DALLAS, TX, United States | $185,578,593 | |
|
ARCHER POINTE WEALTH MANAGEMENT, LLC
CRD 308777
|
DAVIS, CA, United States | $185,573,000 | |
|
CPWA LLC
CRD 322424
|
HOOD RIVER, OR, United States | $185,534,007 | |
|
NILES INVESTMENT MANAGEMENT, LLC
CRD 329384
|
PLANTATION, FL, United States | $185,484,106 | |
|
HOFFMAN CAPITAL ADVISORS LLC
CRD 287766
|
CRANBERRY TWP, PA, United States | $185,433,000 | |
|
NETWORTH ADVISORS, LLC
CRD 311621
|
CANONSBURG, PA, United States | $185,424,879 | |
|
AHARA ADVISORS LLC
CRD 312385
|
JERSEY CITY, NJ, United States | $185,356,924 | |
|
GUILD INVESTMENT MANAGEMENT, INC.
CRD 108390
|
WESTLAKE VILLAGE, CA, United States | $185,186,477 | |
|
MEADOWBROOK INVESTMENT ADVISORS LLC
CRD 109960
|
LIVONIA, MI, United States | $185,155,914 | |
|
EMISSARY WEALTH LLC
CRD 308002
|
HACKENSACK, NJ, United States | $185,055,983 | |
|
BOON CAPITAL ADVISORS LLC
CRD 174016
|
NORTHBROOK, IL, United States | $185,021,132 | |
|
JACKSON AVENUE, LLC
CRD 158854
|
$185,007,992 | ||
|
HALBERSTADT FINANCIAL CONSULTANTS, INC.
CRD 109462
|
PRINCETON, NJ, United States | $185,000,000 | |
|
STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706
|
HOUSTON, TX, United States | $184,903,223 | |
|
SCHWARZ INVESTMENT PARTNERS
CRD 113556
|
SILVER LAKE, KS, United States | $184,894,020 | |
|
BRINDLE & BAY FINANCIAL ADVISORS, LLC
CRD 291747
|
FRISCO, TX, United States | $184,800,000 | |
|
PCB CAPITAL LLC
CRD 309784
|
EAST BRUNSWICK, NJ, United States | $184,775,085 | |
|
TORREY-PAYNE WEALTH MANAGEMENT, LLC
CRD 336703
|
PASADENA, CA, United States | $184,754,039 | |
|
LOGIC WEALTH MANAGEMENT, LLC
CRD 153453
|
PASADENA, CA, United States | $184,749,471 | |
|
REACH WEALTH MANAGEMENT LLC
CRD 333710
|
ST. GEORGE, UT, United States | $184,663,817 | |
|
GREENWAY WEALTH ADVISORS, LLC
CRD 290727
|
CHARLOTTE, NC, United States | $184,545,281 | |
|
WYNNEFIELD CAPITAL, INC.
CRD 157604
|
NEW YORK, NY, United States | $184,517,667 | |
|
STORGATE, LLC
CRD 334632
|
$184,478,063 | ||
|
AVAIL INVESTMENT PARTNERS, LLC
CRD 315678
|
LEMONT, PA, United States | $184,457,139 | |
|
SELKIRK WEALTH ADVISORS, LLC
CRD 173605
|
SPOKANE, WA, United States | $184,438,421 | |
|
RED MOUNTAIN FINANCIAL, LLC
CRD 277100
|
$184,434,833 | ||
|
RIVERTREE ADVISORS, LLC
CRD 168065
|
WINTER PARK, FL, United States | $184,433,508 | |
|
CLEANHILL PARTNERS LP
CRD 338398
|
NEW YORK, NY, United States | $184,411,790 | |
|
CYPRESS POINT CAPITAL MANAGEMENT, LLC
CRD 167195
|
$184,400,000 | ||
|
XO CAPITAL LLC
CRD 316320
|
$184,377,898 | ||
|
THE WORLEY BANKS GROUP, LLC
CRD 306890
|
CREVE COEUR, MO, United States | $184,298,039 | |
|
EQUITY ARMOR INVESTMENTS, LLC
CRD 156327
|
CHICAGO, IL, United States | $184,285,420 | |
|
MADRID FINANCIAL SERVICES, INC.
CRD 172464
|
MANHATTAN BEACH, CA, United States | $184,242,890 | |
|
FIFTH ERA PARTNERS LP
CRD 316750
|
$184,237,423 |