Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HARBOR ITHAKA WM, LLC
CRD 170580
|
AVENTURA, FL, United States | $171,150,927 | |
|
HAYDEN HARPER WEALTH ADVISORY, LLC
CRD 152091
|
CHARLOTTE, NC, United States | $171,126,193 | |
|
HEGARTY ADVISORS, LLC
CRD 306342
|
GARDEN CITY, NY, United States | $171,112,405 | |
|
PEB CAPITAL MANAGEMENT LLC
CRD 315241
|
COLUMBUS, OH, United States | $171,008,134 | |
|
YANDELL INVESTMENTS, LLC
CRD 332642
|
ORLANDO, FL, United States | $170,997,923 | |
|
COHESION WEALTH MANAGEMENT, LLC
CRD 308980
|
BROOMFIELD, CO, United States | $170,970,225 | |
|
WEALTH ENGINEERING, LLC
CRD 128549
|
SCOTTSDALE, AZ, United States | $170,961,151 | |
|
RWR INVESTMENTS LLC
CRD 157966
|
DALLAS, TX, United States | $170,892,730 | |
|
PAYNE CAPITAL LLC
CRD 329458
|
$170,887,842 | ||
|
JOSEPH ADVISORY SERVICES, LLC
CRD 324475
|
EL PASO, TX, United States | $170,855,171 | |
|
RMR CAPITAL MANAGEMENT LLC
CRD 285334
|
TUSTIN, CA, United States | $170,842,000 | |
|
TOBERMAN BECKER WEALTH, LLC
CRD 310346
|
ST. LOUIS, MO, United States | $170,793,879 | |
|
MARIN CAPITAL MANAGEMENT, LLC
CRD 136075
|
NOVATO, CA, United States | $170,782,711 | |
|
SEAMANS CAPITAL MANAGEMENT, LLC
CRD 118404
|
WALTHAM, MA, United States | $170,677,730 | |
|
PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
|
TOPEKA, KS, United States | $170,661,346 | |
|
TAYLOR WEALTH MANAGEMENT, LLC
CRD 132955
|
TORRANCE, CA, United States | $170,536,938 | |
|
IGW ADVISORY INVESTMENT MANAGEMENT LLC
CRD 333479
|
LOS ANGELES, CA, United States | $170,515,836 | |
|
NORTH SHORE INVESTMENT CONSULTING LLC
CRD 131763
|
WILMETTE, IL, United States | $170,505,228 | |
|
PACESETTER FINANCIAL GROUP, L.L.C.
CRD 123287
|
LINCOLN, IL, United States | $170,483,806 | |
|
PATRICK FINANCIAL GROUP, L.L.C.
CRD 124610
|
BRIGHTON, MI, United States | $170,440,000 | |
|
ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
|
COLUMBIA, SC, United States | $170,419,000 | |
|
CIRRUS CAPITAL LLC
CRD 288297
|
BLOOMFIELD HILLS, MI, United States | $170,396,650 | |
|
WEST END WEALTH MANAGEMENT, LLC
CRD 234791
|
DENVER, CO, United States | $170,387,515 | |
|
REDWOOD PARK ADVISORS, LLC
CRD 307958
|
REDWOOD CITY, CA, United States | $170,335,362 | |
|
MOUNT LUCAS INDEX ADVISERS LLC
CRD 310820
|
NEWTOWN, PA, United States | $170,299,594 | |
|
HOPLON ASSET MANAGEMENT, L.P.
CRD 318798
|
GREENWICH, CT, United States | $170,149,303 | |
|
ZEIT CAPITAL LLC
CRD 150149
|
$170,110,000 | ||
|
G. DEWAYNE MCANALLY, LLC
CRD 118511
|
OKLAHOMA CITY, OK, United States | $170,109,509 | |
|
TRUELINE WEALTH GROUP, LLC
CRD 342570
|
HATTIESBURG, MS, United States | $170,100,102 | |
|
OXFORD CAPITAL MANAGEMENT, INC.
CRD 118359
|
RICHM0ND, VA, United States | $170,000,000 | |
|
LARIMER CAPITAL CORP
CRD 18189
|
DENVER, CO, United States | $169,920,671 | |
|
GTS FINANCIAL, LLC
CRD 310222
|
BLOOMINGTON, MN, United States | $169,917,892 | |
|
KUHN CAPITAL PARTNERS, LLC
CRD 283028
|
OAK BROOK, IL, United States | $169,894,908 | |
|
FOCUS 401 (K) GROUP, LLC
CRD 172217
|
ADDISON, TX, United States | $169,876,000 | |
|
DEL MAR WEALTH MANAGEMENT INC
CRD 175022
|
DEL MAR, CA, United States | $169,858,650 | |
|
STILLPOINT INVESTMENTS LP
CRD 318718
|
NEW YORK, NY, United States | $169,848,899 | |
|
STONE HOUSE CAPITAL MANAGEMENT, LLC
CRD 167094
|
BAY HARBOR ISLANDS, FL, United States | $169,836,054 | |
|
TACTICAL FUND ADVISORS, LLC
CRD 298049
|
CINCINNATI, OH, United States | $169,804,763 | |
|
OT FINANCIAL, LLC
CRD 170738
|
TROY, OH, United States | $169,786,911 | |
|
EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC
CRD 140929
|
SAN FRANCISCO, CA, United States | $169,751,288 | |
|
TITANIUM ADVISORS, LLC
CRD 153943
|
FRANKLIN, MA, United States | $169,737,267 | |
|
CHARTIST INC
CRD 105072
|
LONG BEACH, CA, United States | $169,706,684 | |
|
PATHMONT, LLC
CRD 299217
|
SEATTLE, WA, United States | $169,666,110 | |
|
FAMILY CFO, LLC
CRD 108891
|
$169,653,322 | ||
|
AZNAR FINANCIAL ADVISORS, LLC
CRD 121388
|
$169,646,794 | ||
|
LEATHERBACK INVESTMENTS LLC
CRD 299608
|
LAKEWOOD, NJ, United States | $169,609,786 | |
|
DDELTA REAL ESTATE INVESTMENTS INC.
CRD 326662
|
AUSTIN, TX, United States | $169,592,200 | |
|
DELOS CAPITAL MANAGEMENT, LP
CRD 170010
|
NEW YORK, NY, United States | $169,588,863 | |
|
STONEKEEP INVESTMENTS, LLC
CRD 306144
|
$169,575,000 | ||
|
KENSINGTON FINANCIAL GROUP, INC.
CRD 127658
|
WINSTON-SALEM, NC, United States | $169,515,660 |