Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
CRD 319408
|
SKOKIE, IL, United States | $178,897,115 | |
|
TRUE SQUARE FINANCIAL LLC
CRD 287997
|
ATLANTA, GA, United States | $178,846,896 | |
|
COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
CRD 332929
|
OVERLAND PARK, KS, United States | $178,738,625 | |
|
THE PLANNER'S EDGE LLC
CRD 114616
|
MERCER ISLAND, WA, United States | $178,713,196 | |
|
MY WEALTH MANAGEMENT, INC.
CRD 168566
|
GERMANTOWN, MD, United States | $178,713,141 | |
|
PSP RESEARCH LLC
CRD 333271
|
$178,637,243 | ||
|
MAROON PASS ADVISORS LP
CRD 323742
|
AUSTIN, TX, United States | $178,570,458 | |
|
CLEARVIEW WEALTH MANAGEMENT, LLC
CRD 288978
|
IRVINE, CA, United States | $178,543,412 | |
|
AJF CAPITAL MANAGEMENT, INC.
CRD 126414
|
NEW YORK, NY, United States | $178,528,881 | |
|
KEYSTONE WEALTH ALLIANCE, LLC
CRD 341495
|
BRENTWOOD, TN, United States | $178,528,735 | |
|
CORE FINANCIAL ADVISORS, LLC
CRD 168839
|
SAN BERNARDINO, CA, United States | $178,523,341 | |
|
LIBERTY ONE WEALTH ADVISORS
CRD 315675
|
PHILADELPHIA, PA, United States | $178,357,037 | |
|
LEGACY WEALTH ADVISORS, LLC
CRD 127758
|
SAN JOSE, CA, United States | $178,343,622 | |
|
GLASS LAKES CAPITAL MANAGEMENT LLC
CRD 290064
|
OVERLAND PARK, KS, United States | $178,336,470 | |
|
WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
|
COLUMBIA, SC, United States | $178,309,872 | |
|
INDEX TECHNOLOGIES GROUP LLC
CRD 327771
|
NEW YORK, NY, United States | $178,270,658 | |
|
ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
|
WESTPORT, CT, United States | $178,264,173 | |
|
AVRIO WEALTH PTE LTD
CRD 306064
|
SINGAPORE, Singapore | $178,258,725 | |
|
CANDELO CAPITAL MANAGEMENT LP
CRD 307389
|
NEW YORK, NY, United States | $178,143,123 | |
|
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
CRD 130070
|
$178,140,454 | ||
|
LANSING MANAGEMENT, LP
CRD 285921
|
NEW YORK, NY, United States | $178,123,208 | |
|
PANORAMA POINT PARTNERS, LLC
CRD 165704
|
OMAHA, NE, United States | $178,099,273 | |
|
WATERMILL MANAGEMENT COMPANY, LLC
CRD 163370
|
BOSTON, MA, United States | $178,078,003 | |
|
HEDGES ASSET MANAGEMENT LLC
CRD 313637
|
$178,000,000 | ||
|
ACME JACK INVESTMENTS, LLC
CRD 330120
|
$178,000,000 | ||
|
FIDUCIARY WEALTH GROUP, LLC
CRD 299711
|
CENTERVILLE, OH, United States | $177,999,104 | |
|
WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
|
SUN PRAIRIE, WI, United States | $177,965,058 | |
|
OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC
CRD 140485
|
NEW YORK, NY, United States | $177,846,145 | |
|
SILICON PRIVATE WEALTH, LLC
CRD 284145
|
$177,811,109 | ||
|
SMB FINANCIAL SERVICES, INC.
CRD 154216
|
PORTLAND, OR, United States | $177,799,486 | |
|
GASBER FINANCIAL ADVISORS, INC
CRD 157329
|
FOLSOM, CA, United States | $177,731,911 | |
|
CONWAY FINANCIAL GROUP, LLC
CRD 117608
|
CHESTERFIELD, MO, United States | $177,721,549 | |
|
MUNTZ FINANCIAL, LLC
CRD 145971
|
DOYLESTOWN, PA, United States | $177,601,228 | |
|
TOTUS ALPHA MANAGEMENT PTY LTD
CRD 333301
|
SYDNEY, NSW, Australia | $177,597,289 | |
|
TDC CAPITAL ADVISORS, INC.
CRD 117769
|
COLLEGE STATION, TX, United States | $177,592,784 | |
|
CROSSGRAIN FAMILY INVESTMENTS, LLC
CRD 318373
|
$177,570,614 | ||
|
M WEALTH MANAGEMENT, LLC
CRD 281532
|
SAN DIEGO, CA, United States | $177,562,651 | |
|
FARRIS CAPITAL MANAGEMENT INC.
CRD 169051
|
CARROLLTON, TX, United States | $177,504,806 | |
|
HOFF BROTHERS, LLC
CRD 301001
|
WAUSAU, WI, United States | $177,496,508 | |
|
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
CRD 118943
|
RALEIGH, NC, United States | $177,409,470 | |
|
SILVERPEAK WEALTH ADVISORS, LLC
CRD 170732
|
BOULDER, CO, United States | $177,373,121 | |
|
NAVIANT PARTNERS, LLC
CRD 339108
|
FAIRHOPE, AL, United States | $177,252,204 | |
|
PERIOPE, LC
CRD 144256
|
ST. GEORGE, UT, United States | $177,241,870 | |
|
OAK FINANCIAL GROUP INC
CRD 106293
|
$177,156,936 | ||
|
NEWCORP FINANCIAL SERVICES, INC.
CRD 297125
|
ALPHARETTA, GA, United States | $177,083,838 | |
|
PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
|
SALT LAKE CITY, UT, United States | $177,052,919 | |
|
MARATHON MISSION, INC.
CRD 288654
|
LATHAM, NY, United States | $177,052,266 | |
|
FAMILYWEALTH ASSET MANAGEMENT
CRD 147869
|
LAKE MARY, FL, United States | $177,037,715 | |
|
HTAA, LLC
CRD 171391
|
CHICAGO, IL, United States | $176,989,567 | |
|
TEA & TAXES COMPANY DBA PROSPERITEA PLANNING
CRD 282041
|
GREENFIELD, MA, United States | $176,890,177 |