Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
AVISE FINANCIAL COOPERATIVE, INC.
CRD 328790
|
LOS ANGELES, CA, United States | $169,438,931 | |
|
CEDAR SPRING ADVISORS, LLC
CRD 289329
|
$169,418,524 | ||
|
CLARA VISTA MANAGEMENT COMPANY LLC
CRD 335893
|
NEW YORK, NY, United States | $169,403,522 | |
|
SILVA CAPITAL MANAGEMENT LLC
CRD 154504
|
CHICAGO, IL, United States | $169,354,826 | |
|
ALTUS CAPITAL PARTNERS, INC.
CRD 159529
|
WILTON, CT, United States | $169,319,760 | |
|
VILGA FINANCIAL PLANNING LLC
CRD 311166
|
$169,313,370 | ||
|
ARK ROYAL WEALTH MANAGEMENT LLC
CRD 175151
|
RALEIGH, NC, United States | $169,309,000 | |
|
FINANCIAL JUSTUS, LLC
CRD 336690
|
$169,301,719 | ||
|
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
CRD 146928
|
$169,215,765 | ||
|
PLANWISER FINANCIAL, LLC
CRD 331675
|
COLORADO SPRINGS, CO, United States | $169,144,727 | |
|
FLP WEALTH MANAGEMENT, LLC
CRD 294277
|
BENTONVILLE, AR, United States | $169,142,476 | |
|
COMIMA LLC
CRD 326664
|
$169,117,953 | ||
|
MCCARLEY & COOK LLC
CRD 310087
|
CINCINNATI, OH, United States | $169,055,195 | |
|
CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC
CRD 161204
|
$169,004,205 | ||
|
PATH CAPITAL PARTNERS, LLC
CRD 335156
|
NORTH MIAMI BEACH, FL, United States | $169,002,642 | |
|
GLADWYN FINANCIAL ADVISORS, INC.
CRD 135544
|
$169,000,000 | ||
|
RIGDEN ENTERPRISES
CRD 326930
|
ENGLEWOOD, CO, United States | $168,879,166 | |
|
OBP CAPITAL LLC
CRD 167619
|
ROCKY MOUNT, NC, United States | $168,840,607 | |
|
ZINNIA WEALTH ADVISORY, LLC
CRD 295122
|
OCALA, FL, United States | $168,819,527 | |
|
TOWN CAPITAL, LLC
CRD 299341
|
BEL AIR, MD, United States | $168,804,000 | |
|
BALEEN CAPITAL MANAGEMENT LLC
CRD 311438
|
LAS VEGAS, NV, United States | $168,700,000 | |
|
STAINES FINANCIAL, LLC
CRD 299405
|
ROSEVILLE, CA, United States | $168,684,412 | |
|
MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.
CRD 125584
|
OLD TAPPAN, NJ, United States | $168,681,187 | |
|
MEYER GATES FINANCIAL ADVISORS, INC
CRD 125046
|
WEST CHESTER, OH, United States | $168,660,533 | |
|
F5 FINANCIAL PLANNING, L.L.C.
CRD 170674
|
$168,654,961 | ||
|
OVERLAY MANAGEMENT, LLC
CRD 324401
|
ALPHARETTA, GA, United States | $168,634,170 | |
|
HYCO RIVER INVESTMENTS, INCORPORATED
CRD 341359
|
$168,589,927 | ||
|
LIFEPOINT PLANNING, PLLC
CRD 296911
|
SCHAUMBURG, IL, United States | $168,461,233 | |
|
SOUTH COVE FINANCIAL, LLC
CRD 284554
|
$168,400,000 | ||
|
ELITE RETIREMENT GROUP, INC.
CRD 312178
|
PLOVER, WI, United States | $168,368,263 | |
|
STEWARDSHIP CAPITAL, LTD.
CRD 110944
|
INDEPENDENCE, MO, United States | $168,360,014 | |
|
TLC GROUP INVESTMENT ADVISORS, LLC
CRD 137814
|
STATE COLLEGE, PA, United States | $168,352,529 | |
|
BOYD CAPITAL MANAGEMENT LLC
CRD 312070
|
ROCHESTER, NY, United States | $168,334,114 | |
|
WALLICK INVESTMENTS, LLC
CRD 162976
|
COLUMBIA, SC, United States | $168,303,749 | |
|
SOMNIO FINANCIAL GROUP, LLC
CRD 174217
|
GLASTONBURY, CT, United States | $168,290,000 | |
|
VISION CAPITAL PARTNERS, INC.
CRD 175147
|
ANN ARBOR, MI, United States | $168,286,770 | |
|
DRAGON CAPITAL MANAGEMENT (HK) LIMITED
CRD 287890
|
CENTRAL, Hong Kong | $168,256,000 | |
|
ARNOLD FINANCIAL PLANNING LLC
CRD 283698
|
HIAWATHA, IA, United States | $168,230,596 | |
|
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
|
APPLETON, WI, United States | $168,219,428 | |
|
THE ETF STORE, INC.
CRD 148229
|
OVERLAND PARK, KS, United States | $168,156,355 | |
|
FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
|
CHARLESTON, SC, United States | $168,147,525 | |
|
SORYN IP CAPITAL MANAGEMENT, LLC
CRD 327452
|
MILLBURN, NJ, United States | $168,053,781 | |
|
DIPAOLO FINANCIAL GROUP, INC.
CRD 309637
|
LUTZ, FL, United States | $167,978,157 | |
|
NORTH FORTY TWO & CO.
CRD 148417
|
LAKE OSWEGO, OR, United States | $167,919,555 | |
|
LLOYD PARK, LLC
CRD 174032
|
$167,900,000 | ||
|
LILLIANO CAPITAL MANAGEMENT LLC
CRD 339106
|
PHOENIX, AZ, United States | $167,882,408 | |
|
FORTY THREE EIGHTEEN ADVISORS, LLC
CRD 157712
|
BENTONVILLE, AR, United States | $167,844,465 | |
|
HAWKINS INVESTMENT COUNSEL, LLC
CRD 134857
|
$167,807,536 | ||
|
ECP INVESTMENT ADVISORS LLC
CRD 284686
|
DALLAS, TX, United States | $167,688,787 | |
|
THE FINANCIAL ZEN GROUP, INC.
CRD 282230
|
SAN FRANCISCO, CA, United States | $167,610,372 |