Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SHERCLAR, INC
CRD 166812
|
CHARLOTTE, NC, United States | $182,360,237 | |
|
RIGHTHAND CAPITAL, LLC
CRD 307517
|
WEST NEWTON, MA, United States | $182,322,481 | |
|
MARSH WEALTH MANAGEMENT, LLC
CRD 282111
|
KNOXVILLE, TN, United States | $182,304,196 | |
|
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CRD 281593
|
FRISCO, TX, United States | $182,298,168 | |
|
BARRETT UPTON CAPITAL PARTNERS LLC
CRD 326104
|
LAKE FOREST, IL, United States | $182,250,000 | |
|
RIHO PARTNERS, LLC
CRD 289840
|
$182,243,308 | ||
|
FOUR TREE ISLAND ADVISORY LLC
CRD 158851
|
PORTSMOUTH, NH, United States | $182,195,722 | |
|
SMITH ASSET MANAGEMENT GROUP LP
CRD 106301
|
DALLAS, TX, United States | $182,157,722 | |
|
FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981
|
SNOQUALMIE, WA, United States | $182,154,130 | |
|
ANGELES FAMILY OFFICE, LLC
CRD 338266
|
SANTA MONICA, CA, United States | $181,973,559 | |
|
ALLEGIANCE FINANCIAL ADVISORS, INC.
CRD 127293
|
JACKSONVILLE, FL, United States | $181,937,021 | |
|
MARTIN CAPITAL ADVISORS, LLP
CRD 108529
|
SAN ANTONIO, TX, United States | $181,876,904 | |
|
FREESTATE ADVISORS LLC
CRD 145800
|
OVERLAND PARK, KS, United States | $181,837,666 | |
|
DARK HORSE ADVISORS LLC
CRD 312741
|
$181,732,180 | ||
|
TRILINC GLOBAL ADVISORS, LLC
CRD 285161
|
MANHATTAN BEACH, CA, United States | $181,725,793 | |
|
FINANCIAL PARTNERS, LLC
CRD 170002
|
SANTA FE, NM, United States | $181,725,211 | |
|
MRD, INC.
CRD 111227
|
$181,702,390 | ||
|
EMMETT INVESTMENT MANAGEMENT, LP
CRD 299543
|
NEW YORK, NY, United States | $181,643,101 | |
|
CANNON ADVISORS, INC.
CRD 293929
|
CHARLOTTE, NC, United States | $181,589,754 | |
|
EPILOG PARTNERS, LP.
CRD 325368
|
BOSTON, MA, United States | $181,550,303 | |
|
BRADESCO GLOBAL ADVISORS INC.
CRD 134416
|
CORAL GABLES, FL, United States | $181,543,478 | |
|
U.S. WEALTH GROUP, LLC
CRD 141062
|
$181,531,390 | ||
|
RETIREMENT SOLUTIONS GROUP, INC.
CRD 289069
|
FRANKLIN, TN, United States | $181,531,365 | |
|
RBP INVESTMENT ADVISORS INC.
CRD 137830
|
$181,527,626 | ||
|
NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
CRD 152136
|
ALLEN, TX, United States | $181,519,366 | |
|
LAKESHORE CAPITAL GROUP, INC.
CRD 325609
|
ROLLING MEADOWS, IL, United States | $181,453,801 | |
|
SPAHN WEALTH & RETIREMENT LLC
CRD 285932
|
SCOTTSDALE, AZ, United States | $181,438,726 | |
|
BALANCED FINANCIAL PLANNING, INC.
CRD 128161
|
OVERLAND PARK, KS, United States | $181,332,636 | |
|
RUTHERFORD ASSET PLANNING, INC.
CRD 128036
|
TAMPA, FL, United States | $181,313,080 | |
|
FPF FA L.L.C.
CRD 311329
|
CHARLOTTE, NC, United States | $181,283,949 | |
|
PRIVATE CLIENT ASSET MANAGEMENT, INC.
CRD 147052
|
MASSAPEQUA, NY, United States | $181,222,268 | |
|
WAX ASSET MANAGEMENT LLC
CRD 157405
|
$181,212,966 | ||
|
VAUBAN WEALTH MANAGEMENT
CRD 305222
|
GUAYNABO, PR, United States | $181,187,478 | |
|
MURPHY CLARKE WILLIAMS & STONE LLC
CRD 330290
|
MIAMI BEACH, FL, United States | $181,168,970 | |
|
CREWS & ASSOCIATES, INC.
CRD 8052
|
LITTLE ROCK, AR, United States | $181,087,303 | |
|
CHRONOS CAPITAL ADVISORS LLC
CRD 283639
|
MIAMI, FL, United States | $181,078,654 | |
|
COLE WEALTH MANAGEMENT, LLC
CRD 134509
|
SCOTTSDALE, AZ, United States | $181,069,922 | |
|
STONEPINE CAPITAL MANAGEMENT, LLC
CRD 139891
|
BEND, OR, United States | $181,001,870 | |
|
CARRY ADVISORS LLC
CRD 323620
|
BROOKLYN, NY, United States | $180,909,997 | |
|
SQUARE NINE CAPITAL, LP
CRD 336297
|
LOS ANGELES, CA, United States | $180,903,131 | |
|
ATMOS ADVISORY, LLC
CRD 160087
|
PITTSBURGH, PA, United States | $180,874,745 | |
|
GOLDEN RATIO WEALTH MANAGEMENT LLC
CRD 342561
|
BERWYN, PA, United States | $180,842,830 | |
|
CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
|
BOULDER, CO, United States | $180,835,242 | |
|
RICHARD BERNSTEIN ADVISORS LLC
CRD 153577
|
NEW YORK, NY, United States | $180,796,911 | |
|
SAPERSTON LEGACY ADVISORS, INC.
CRD 105849
|
HAMBURG, NY, United States | $180,788,751 | |
|
GOOD STEWARD WEALTH ADVISERS LLC
CRD 333092
|
CLARKSVILLE, TN, United States | $180,726,290 | |
|
HOROWITZ & COMPANY, INC.
CRD 106737
|
FORT LAUDERDALE, FL, United States | $180,658,367 | |
|
ALLEGIANCE FINANCIAL GROUP, INC.
CRD 113826
|
SOUTH PORTLAND, ME, United States | $180,637,151 | |
|
ALPINE WOODS CAPITAL INVESTORS, LLC
CRD 112496
|
PURCHASE, NY, United States | $180,610,000 | |
|
PEREON WEALTH LLC
CRD 338908
|
$180,571,500 |