Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
STOLZER ROTHSCHILD LEVY LLC
CRD 169817
|
BASKING RIDGE, NJ, United States | $165,969,000 | |
|
LYONS CAPITAL GROUP, LLC
CRD 335733
|
SHREVEPORT, LA, United States | $165,937,224 | |
|
BURGESS CHAMBERS & ASSOCIATES INC
CRD 110164
|
ORLANDO, FL, United States | $165,850,650 | |
|
MUTUAL TRUST ADVISORY GROUP, INC.
CRD 277060
|
ESTERO, FL, United States | $165,776,178 | |
|
VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591
|
SCOTTSDALE, AZ, United States | $165,758,121 | |
|
STRUCTURE WEALTH MANAGEMENT, LLC
CRD 343156
|
TAMPA, FL, United States | $165,701,905 | |
|
VISION FINANCIAL MANAGEMENT, LLC
CRD 170003
|
CUYAHOGA FALLS, OH, United States | $165,662,012 | |
|
FELTL ADVISORS, LLC
CRD 165244
|
PLYMOUTH, MN, United States | $165,615,748 | |
|
BLACK HORSE WEALTH MANAGEMENT, LLC
CRD 308427
|
$165,588,618 | ||
|
JOHN BOYER, INC.
CRD 145275
|
TAMPA, FL, United States | $165,583,043 | |
|
M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
|
OAKWOOD, OH, United States | $165,540,986 | |
|
DEDEKER FINANCIAL, LLC
CRD 325537
|
ST. LOUIS PARK, MN, United States | $165,500,000 | |
|
CURTIS CAPITAL ADVISORS, LLC
CRD 330835
|
OVERLAND PARK, KS, United States | $165,500,000 | |
|
CAMBIER CAPITAL, LLC
CRD 341216
|
NAPLES, FL, United States | $165,471,064 | |
|
KISSLING FINANCIAL SERVICES, LLC
CRD 299531
|
NEW CASTLE, PA, United States | $165,460,335 | |
|
KC ASSET MANAGEMENT, INC.
CRD 154321
|
$165,395,938 | ||
|
OLIVE STREET CAPITAL PARTNERS LLC
CRD 300115
|
LOS ANGELES, CA, United States | $165,329,411 | |
|
WOLFERS ASSET MANAGEMENT LLC
CRD 121359
|
$165,310,192 | ||
|
REDSWAN PC, INC
CRD 307278
|
HOUSTON, TX, United States | $165,260,000 | |
|
PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
|
GREENWOOD VILLAGE, CO, United States | $165,213,827 | |
|
NEW ENGLAND SCHOONER, INC.
CRD 129552
|
PEABODY, MA, United States | $165,206,151 | |
|
EXPRESSIVE WEALTH LLC
CRD 329974
|
CHICAGO, IL, United States | $165,171,203 | |
|
EFFECTIVE ASSETS, INC.
CRD 285744
|
$165,142,215 | ||
|
MORRISSEY WEALTH MANAGEMENT LLC
CRD 291228
|
NORTH HAVEN, CT, United States | $165,087,251 | |
|
RUNNYMEDE CAPITAL ADVISORS, INC.
CRD 128974
|
$165,062,787 | ||
|
SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
|
CHATTANOOGA, TN, United States | $164,966,818 | |
|
OCTO CAPITAL, LLC
CRD 174351
|
BINGHAM FARMS, MI, United States | $164,951,253 | |
|
BREACHWAY INVESTMENTS, LLC
CRD 299102
|
CHARLESTOWN, RI, United States | $164,902,821 | |
|
PR WEALTH MANAGEMENT GROUP, INC.
CRD 173711
|
EAST MOLINE, IL, United States | $164,880,818 | |
|
WATERSTONE WEALTH ADVISORS, LLC
CRD 139265
|
$164,854,411 | ||
|
CONIFER INFRASTRUCTURE MANAGEMENT COMPANY LLC
CRD 334323
|
SEWICKLEY, PA, United States | $164,844,841 | |
|
FINANCIALLY SPEAKING INC
CRD 106255
|
GREENWOOD VILLAGE, CO, United States | $164,782,668 | |
|
WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
|
TUCSON, AZ, United States | $164,703,534 | |
|
THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD 168760
|
ATLANTA, GA, United States | $164,700,000 | |
|
PAUL & CO. WEALTH MANAGEMENT, INC.
CRD 331617
|
ATASCADERO, CA, United States | $164,699,635 | |
|
WOMACK FINANCIAL LLC
CRD 174873
|
DALLAS, TX, United States | $164,669,645 | |
|
SHIMA CAPITAL MANAGEMENT LLC
CRD 320929
|
IRVINE, CA, United States | $164,638,011 | |
|
WOODLOCK FAMILY CAPITAL MANAGEMENT, LLC
CRD 300051
|
$164,632,518 | ||
|
BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
|
CEDAR RAPIDS, IA, United States | $164,608,704 | |
|
DEMAND WEALTH LLC
CRD 307043
|
$164,600,000 | ||
|
SAGE INVESTMENT COUNSEL LLC
CRD 116907
|
FRANKLIN, TN, United States | $164,594,287 | |
|
ASA ASSET MANAGEMENT LLC
CRD 335177
|
NEW YORK, NY, United States | $164,594,141 | |
|
J.D.T. INC
CRD 146357
|
LEXINGTON, KY, United States | $164,582,666 | |
|
BLACK BARN FINANCIAL, LLC
CRD 170885
|
AUSTIN, TX, United States | $164,560,544 | |
|
TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
|
GERMANTOWN, TN, United States | $164,518,086 | |
|
POLLOCK PLANNING ASSOCIATES, INC.
CRD 105409
|
$164,514,113 | ||
|
BICE WEALTH MANAGEMENT LLC
CRD 323979
|
MIAMI, FL, United States | $164,479,827 | |
|
FLOYD FINANCIAL GROUP LLC
CRD 226773
|
SPRINGFIELD, MO, United States | $164,475,000 | |
|
RDM CAPITAL ASSOCIATES INC
CRD 106941
|
RED BANK, NJ, United States | $164,459,124 | |
|
NAPLES MONEY MANAGEMENT LLC
CRD 153499
|
NAPLES, FL, United States | $164,392,921 |