Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
AETERNITAS INVESTMENT MANAGEMENT, LLC
CRD 338936
|
YARDLEY, PA, United States | $172,503,179 | |
|
VIZCAYA CAPITAL PARTNERS LLC
CRD 324032
|
MIAMI, FL, United States | $172,466,704 | |
|
VANNOY ADVISORY GROUP, INC.
CRD 145806
|
AUSTIN, TX, United States | $172,437,655 | |
|
WHITE SAND WEALTH MANAGEMENT, LLC
CRD 304614
|
LIBERTY, MO, United States | $172,416,408 | |
|
ARGENT WEALTH MANAGEMENT, INC.
CRD 135376
|
ROUND ROCK, TX, United States | $172,406,000 | |
|
COOK FINANCIAL DESIGNS, INC.
CRD 115241
|
VIRGINIA BEACH, VA, United States | $172,400,261 | |
|
WEALTHGUARD ADVISORS, INC.
CRD 297192
|
PLACERVILLE, CA, United States | $172,378,397 | |
|
DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227
|
FORKED RIVER, NJ, United States | $172,351,950 | |
|
PROSPERITY ROAD, LLC
CRD 281894
|
SANTA ANA, CA, United States | $172,311,682 | |
|
LWM ADVISORS INC
CRD 146620
|
EL DORADO HILLS, CA, United States | $172,213,327 | |
|
NEXWEALTH LLC
CRD 311424
|
PALM BEACH GARDENS, FL, United States | $172,207,939 | |
|
STEINBERG ASSET MANAGEMENT, LLC
CRD 118968
|
NEW YORK, NY, United States | $172,176,759 | |
|
THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023
|
TIMONIUM, MD, United States | $172,057,328 | |
|
INVESTOR ADVISORY GROUP, LLC
CRD 106837
|
CHARLOTTE, NC, United States | $172,053,936 | |
|
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
CRD 105522
|
ORLEANS, MA, United States | $172,003,910 | |
|
ASCENT CAPITAL PARTNERS, LLC
CRD 291218
|
SCOTTSDALE, AZ, United States | $172,002,374 | |
|
CLAYTON PARTNERS LLC
CRD 127546
|
BERKELEY, CA, United States | $171,997,700 | |
|
RIOBLANCO CAPITAL LLC
CRD 325702
|
SAN JUAN, PR, United States | $171,968,389 | |
|
NIGHTVIEW CAPITAL, LLC
CRD 284183
|
CLEARWATER, FL, United States | $171,944,008 | |
|
PINNACLE PORTFOLIO ADVISORS, LLC
CRD 287622
|
$171,929,093 | ||
|
GOVERMAN FINANCIAL SOLUTIONS, LLC
CRD 130397
|
DEDHAM, MA, United States | $171,891,000 | |
|
CHESAPEAKE CAPITAL CORPORATION
CRD 282099
|
TAMPA, FL, United States | $171,860,247 | |
|
OPULEN FINANCIAL GROUP, LLC
CRD 173963
|
ARLINGTON, VA, United States | $171,825,919 | |
|
KOOB WEALTH MANAGEMENT, LLC
CRD 154830
|
WHITE BEAR TOWNSHIP, MN, United States | $171,781,509 | |
|
TRIANGLE INVESTMENT MANAGEMENT, LLC
CRD 329567
|
NEW YORK, NY, United States | $171,775,000 | |
|
EVOLUTION WEALTH MANAGEMENT INC.
CRD 307644
|
FORT MYERS, FL, United States | $171,743,835 | |
|
SCHECHTER PRIVATE CAPITAL, LLC
CRD 289491
|
BIRMINGHAM, MI, United States | $171,657,305 | |
|
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC
CRD 295099
|
OMAHA, NE, United States | $171,618,658 | |
|
CRAWFORD, GREGORY JASON
CRD 134936
|
MODESTO, CA, United States | $171,551,397 | |
|
CAVU WEALTH ADVISORS, LLC
CRD 340677
|
WALNUT CREEK, CA, United States | $171,550,000 | |
|
SCOTTSDALE WEALTH PLANNING, INC.
CRD 169248
|
SCOTTSDALE, AZ, United States | $171,508,301 | |
|
VOYAGE WEALTH MANAGEMENT, LLC
CRD 323368
|
$171,508,180 | ||
|
MANDALAY FINANCIAL, L.L.C.
CRD 113848
|
BELLAIRE, TX, United States | $171,494,579 | |
|
WHITE HAT CAPITAL PARTNERS LP
CRD 288059
|
NEW YORK, NY, United States | $171,442,952 | |
|
PROPHET EQUITY MANAGEMENT II LLC
CRD 170614
|
SOUTHLAKE, TX, United States | $171,407,407 | |
|
KENNON-GREEN & COMPANY, LLC
CRD 284713
|
NEW ALBANY, OH, United States | $171,393,207 | |
|
ASSABET ADVISORS, LLC
CRD 127795
|
HOLDEN, MA, United States | $171,382,707 | |
|
GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
|
DAVIDSON, NC, United States | $171,378,044 | |
|
HOOVER PRIVATE WEALTH, LLC
CRD 336484
|
ROYAL OAK, MI, United States | $171,345,589 | |
|
TAM FINANCIAL ADVISORS, LLC
CRD 125496
|
$171,310,289 | ||
|
GENESIS FINANCIAL GROUP, LLC
CRD 327996
|
PARAMUS, NJ, United States | $171,310,000 | |
|
R.J. CLOUD ADVISORS & COMPANY
CRD 289371
|
BIXBY, OK, United States | $171,286,108 | |
|
INTENTIONAL WEALTH STRATEGIES
CRD 327743
|
COLORADO SPRINGS, CO, United States | $171,262,114 | |
|
LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113
|
ROSEBURG, OR, United States | $171,257,236 | |
|
ENTRUITY WEALTH, LLC
CRD 288331
|
BAKERSFIELD, CA, United States | $171,254,413 | |
|
WILHELM FINANCIAL SERVICES, PLLC
CRD 117504
|
$171,253,014 | ||
|
DONALD W. NICHOLSON & ASSOCIATES LTD
CRD 107054
|
WILMINGTON, DE, United States | $171,236,167 | |
|
PRAIRIE VIEW WEALTH PARTNERS LLC
CRD 341361
|
SIOUX FALLS, SD, United States | $171,189,306 | |
|
CAIN CAPITAL L.L.C.
CRD 113592
|
DALLAS, TX, United States | $171,175,266 | |
|
WILSQUARE CAPITAL LLC
CRD 296504
|
ST. LOUIS, MO, United States | $171,174,074 |