Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ATHENA WEALTH MANAGEMENT, LLC
CRD 319373
|
RENO, NV, United States | $173,979,964 | |
|
CHANCELLOR WEALTH MANAGEMENT, INC.
CRD 112918
|
ATLANTA, GA, United States | $173,973,072 | |
|
IVANOFF WEALTH MANAGEMENT INC.
CRD 325275
|
CYPRESS, CA, United States | $173,968,647 | |
|
GILBERT GREG RIA, LLC
CRD 304981
|
OAKLAND, CA, United States | $173,954,611 | |
|
LEVATUS LLC
CRD 287811
|
BOSTON, MA, United States | $173,887,237 | |
|
CLP ASSET MANAGEMENT, LLC
CRD 305962
|
$173,842,000 | ||
|
JAYKAY WEALTH ADVISORS, INC.
CRD 170192
|
HOUSTON, TX, United States | $173,758,937 | |
|
SERVO WEALTH MANAGEMENT LLC
CRD 159367
|
OKLAHOMA CITY, OK, United States | $173,757,091 | |
|
BLAKELY WALTERS WEALTH MANAGEMENT LLC
CRD 324410
|
SCOTTSDALE, AZ, United States | $173,704,025 | |
|
PEMBERWICK INVESTMENT ADVISORS, LLC
CRD 149639
|
GREENWICH, CT, United States | $173,700,000 | |
|
PRAVATI CAPITAL LLC
CRD 300435
|
SCOTTSDALE, AZ, United States | $173,681,628 | |
|
ANCHOR POINT FINANCIAL LLC
CRD 334103
|
BAKERSFIELD, CA, United States | $173,629,593 | |
|
BENCHMARK CAPITAL GROUP LTD.
CRD 123698
|
GALENA, IL, United States | $173,620,326 | |
|
DOUGLASS INVESTMENT GROUP LLC
CRD 331223
|
WICHITA, KS, United States | $173,600,000 | |
|
RLB FINANCIAL LLC
CRD 151778
|
SPRINGFIELD, MO, United States | $173,597,197 | |
|
PINAFORE WEALTH COUNSEL INC.
CRD 170540
|
DURHAM, NC, United States | $173,580,768 | |
|
NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
|
MCFARLAND, WI, United States | $173,511,055 | |
|
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
CRD 323146
|
PORTLAND, OR, United States | $173,469,083 | |
|
LION EQUITY INVESTMENT ADVISORS, LLC
CRD 283404
|
DENVER, CO, United States | $173,464,223 | |
|
IFC AND INSURANCE MARKETING, INC.
CRD 283976
|
AUBURN, CA, United States | $173,456,003 | |
|
ESSENTIA FUND ADVISORS, LLC
CRD 312190
|
$173,393,140 | ||
|
PARADIGM CAPITAL MANAGEMENT,LLC
CRD 120805
|
RENO, NV, United States | $173,384,610 | |
|
TILDEN LOUCKS & WOODNORTH LLC
CRD 106713
|
ELMHURST, IL, United States | $173,286,119 | |
|
INNIS INVESTMENTS LLC
CRD 105275
|
$173,283,273 | ||
|
ASCO FINANCIAL GROUP, INC.
CRD 124395
|
KINGSTON, PA, United States | $173,160,402 | |
|
LEIBMAN FINANCIAL SERVCES, INC.
CRD 323120
|
LOUISVILLE, NE, United States | $173,132,598 | |
|
WINNING POINTS ADVISORS, L.L.C.
CRD 118077
|
BOCA RATON, FL, United States | $173,114,072 | |
|
GASAWAY INVESTMENT ADVISORS, INC.
CRD 123807
|
KALAMAZOO, MI, United States | $173,113,302 | |
|
INDIVIDUAL ASSET MANAGEMENT, INC
CRD 123418
|
SAN MATEO, CA, United States | $173,098,000 | |
|
CIFUENTES WEALTH PARTNERS, LLC
CRD 139610
|
HOLLYWOOD, FL, United States | $173,094,626 | |
|
AGILITY EQUITY PARTNERS, LLC
CRD 338602
|
PITTSBURGH, PA, United States | $173,062,956 | |
|
WABASH CAPITAL, INC.
CRD 107932
|
TERRE HAUTE, IN, United States | $173,044,936 | |
|
TRINITY WEALTH ADVISORS, INC.
CRD 121382
|
POWELL, OH, United States | $173,016,187 | |
|
ZYNERGY RETIREMENT PLANNING
CRD 143861
|
RED BANK, NJ, United States | $173,000,000 | |
|
STRONGHOLD WEALTH MANAGEMENT L.L.C.
CRD 161194
|
TAMPA, FL, United States | $172,917,911 | |
|
BARINGTON COMPANIES INVESTORS, LLC
CRD 161305
|
NEW YORK, NY, United States | $172,902,278 | |
|
HAYBEACH CAPITAL MANAGEMENT, LLC
CRD 327539
|
RYE, NY, United States | $172,844,813 | |
|
MIDWESTERN FINANCIAL, LLC
CRD 270022
|
IOWA CITY, IA, United States | $172,843,118 | |
|
RIDGELINE WEALTH LLC
CRD 318258
|
MESA, AZ, United States | $172,751,375 | |
|
LIBERTY ASSET MANAGEMENT, INC.
CRD 135791
|
WOODRIDGE, IL, United States | $172,716,913 | |
|
CORNERMEN FINANCIAL, LLC
CRD 323179
|
SAN ANTONIO, TX, United States | $172,711,427 | |
|
COUNTER GLOBAL, L.P.
CRD 330571
|
SANTA MONICA, CA, United States | $172,658,636 | |
|
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
CRD 142913
|
WEXFORD, PA, United States | $172,650,000 | |
|
AUTHENTIC COUNSEL, LLC
CRD 173306
|
GREENWOOD VILLAGE, CO, United States | $172,621,305 | |
|
WALNUT PRIVATE EQUITY PARTNERS, LLC
CRD 168840
|
OMAHA, NE, United States | $172,610,119 | |
|
ALLUVIAL CAPITAL MANAGEMENT, LLC
CRD 169638
|
$172,572,990 | ||
|
WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517
|
SCOTTSDALE, AZ, United States | $172,569,049 | |
|
THE HEATON HOPPES GROUP, LLC
CRD 115511
|
CEDAR FALLS, IA, United States | $172,545,165 | |
|
ACUTA CAPITAL PARTNERS, LLC
CRD 158869
|
REDWOOD CITY, CA, United States | $172,526,516 | |
|
SF ADVISERS, LLC
CRD 316518
|
BOSTON, MA, United States | $172,516,345 |