Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
GLOBAL WEALTH MANAGEMENT, L.C.
CRD 150743
|
DEERFIELD BEACH, FL, United States | $184,189,318 | |
|
LONGEVITY CAPITAL MANAGEMENT LLC
CRD 328283
|
THOUSAND OAKS, CA, United States | $184,155,472 | |
|
COOPER FINANCIAL SERVICES, INC.
CRD 104671
|
SHELTON, CT, United States | $184,105,399 | |
|
ATLAS FINANCIAL PLANNING, LLC
CRD 324861
|
ALPHARETTA, GA, United States | $184,100,000 | |
|
AUTHENTIKOS WEALTH ADVISORY LLC
CRD 286646
|
NEW BRAUNFELS, TX, United States | $184,093,085 | |
|
OCTAGON FINANCE LLC
CRD 289850
|
CHARLOTTESVILLE, VA, United States | $184,092,581 | |
|
GLL INVESTORS, LLC
CRD 161830
|
CHICAGO, IL, United States | $184,084,211 | |
|
NVERSES CAPITAL, LLC
CRD 323291
|
WELLINGTON, FL, United States | $184,082,000 | |
|
HIGH PINES WEALTH MANAGEMENT LLC
CRD 285191
|
DUXBURY, MA, United States | $184,043,653 | |
|
ALPENGLOBAL CAPITAL, LLC
CRD 140186
|
$184,036,686 | ||
|
KITTYHAWK VENTURES, LLC
CRD 290082
|
LOS ANGELES, CA, United States | $184,015,855 | |
|
X CUBED CAPITAL MANAGEMENT LLC
CRD 313966
|
MINNEAPOLIS, MN, United States | $183,998,491 | |
|
TRYPERION HOLDINGS LLC
CRD 329349
|
BEVERLY HILLS, CA, United States | $183,986,563 | |
|
MYTIMEEQUITY, LLC
CRD 316917
|
PLANO, TX, United States | $183,983,000 | |
|
BULLSEYE ASSET MANAGEMENT LLC
CRD 153990
|
DENVER, CO, United States | $183,943,498 | |
|
CLAYMORE CAPITAL PARTNERS, LLC
CRD 309944
|
CINCINNATI, OH, United States | $183,940,042 | |
|
SHOTWELL RUTTER BAER INC
CRD 122789
|
LANSING, MI, United States | $183,887,687 | |
|
LIFE PLANNING ADVISORS LLC
CRD 151292
|
BIGFORK, MT, United States | $183,837,532 | |
|
BRAZOS WEALTH ADVISORS LLC
CRD 323508
|
FORT WORTH, TX, United States | $183,697,357 | |
|
VINCIMUS CAPITAL, LLC
CRD 321865
|
MALIBU, CA, United States | $183,679,557 | |
|
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC
CRD 328508
|
GREENWICH, CT, United States | $183,519,998 | |
|
BARDEN CAPITAL MANAGEMENT, INC.
CRD 141769
|
$183,500,000 | ||
|
SLEDGE AND COMPANY WEALTH ADVISORS, LLC
CRD 336314
|
HIGH POINT, NC, United States | $183,444,585 | |
|
OPEN DOOR INVESTMENT MANAGEMENT LTD.
CRD 159123
|
SAN FRANCISCO, CA, United States | $183,384,087 | |
|
MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
|
DOTHAN, AL, United States | $183,287,342 | |
|
ELEVATE CAPITAL ADVISORS, INC.
CRD 288190
|
EAGLE, CO, United States | $183,285,397 | |
|
ECONOLOGICS FINANCIAL ADVISORS, LLC
CRD 125738
|
LARGO, FL, United States | $183,239,676 | |
|
J.M. ARBOUR, LLC
CRD 313352
|
GARDINER, ME, United States | $183,158,509 | |
|
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
CRD 187519
|
TAMPA, FL, United States | $183,125,945 | |
|
TIDE COVE CAPITAL PARTNERS LLC
CRD 327373
|
$183,102,977 | ||
|
MILLER GESKO & CO INC.
CRD 109671
|
BUFFALO, NY, United States | $183,073,565 | |
|
WILLIAMSON LEGACY GROUP, LLC
CRD 318629
|
$183,062,559 | ||
|
GREG JENNINGS, LLC
CRD 341031
|
DEWITT, NY, United States | $183,051,483 | |
|
NARDIS ADVISORS LLC
CRD 151517
|
$183,013,141 | ||
|
GEORGE M. HILLER COMPANIES, LLC
CRD 112409
|
ATLANTA, GA, United States | $182,985,729 | |
|
WALTON FINANCIAL
CRD 331634
|
BIRMINGHAM, AL, United States | $182,903,769 | |
|
ALTAMONT WEALTH MANAGEMENT, INC.
CRD 136031
|
LIVERMORE, CA, United States | $182,866,843 | |
|
ANCHORED FINANCIAL PLANNING LLC
CRD 336537
|
WEST DEPTFORD, NJ, United States | $182,862,179 | |
|
OFC FINANCIAL PLANNING, LLC
CRD 133846
|
$182,825,805 | ||
|
WHITE WING WEALTH MANAGEMENT, LLC
CRD 226524
|
THE WOODLANDS, TX, United States | $182,823,009 | |
|
GENTER ADVISORS LLC
CRD 113916
|
LOS ANGELES, CA, United States | $182,750,078 | |
|
MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
|
PITTSBURGH, PA, United States | $182,742,274 | |
|
KUHN & COMPANY INVESTMENT COUNSEL, LLC
CRD 306434
|
CHICAGO, IL, United States | $182,695,565 | |
|
INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
|
CAMP HILL, PA, United States | $182,679,710 | |
|
SAFS, LLC
CRD 144405
|
LEMOYNE, PA, United States | $182,570,000 | |
|
GODFREY FINANCIAL ASSOCIATES, INC.
CRD 126189
|
GLENMONT, NY, United States | $182,520,893 | |
|
SUMMIT WEALTH GROUP, LLC
CRD 166118
|
TULSA, OK, United States | $182,490,922 | |
|
WOLD FINANCIAL GROUP LLC
CRD 316409
|
MENDOTA HEIGHTS, MN, United States | $182,458,656 | |
|
ONE RESOURCE GROUP WEALTH MANAGEMENT LLC
CRD 293819
|
DUBLIN, OH, United States | $182,371,106 | |
|
GSI CAPITAL ADVISORS LLC
CRD 135143
|
NEWPORT BEACH, CA, United States | $182,365,352 |