Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ACCIAL CAPITAL MANAGEMENT LLC
CRD 305587
|
MIAMI, FL, United States | $164,296,415 | |
|
NOBSCOT INVESTMENT MANAGEMENT LLC
CRD 283289
|
WELLESLEY, MA, United States | $164,246,947 | |
|
LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC
CRD 167834
|
$164,229,570 | ||
|
PEREA CAPITAL, LLC
CRD 171657
|
HOUSTON, TX, United States | $164,185,986 | |
|
EAGLE WEALTH ADVISORS
CRD 299219
|
$164,122,638 | ||
|
VERICIMETRY ADVISORS LLC
CRD 157394
|
$164,097,801 | ||
|
TLS ADVISORS LLC
CRD 286356
|
MIAMI, FL, United States | $164,036,230 | |
|
EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
|
EXTON, PA, United States | $164,000,000 | |
|
ACT CAPITAL MANAGEMENT, LLC
CRD 307272
|
WAYNE, PA, United States | $163,932,575 | |
|
MCKINLEY MONEY, LLC
CRD 145571
|
EAU-CLAIRE, WI, United States | $163,729,560 | |
|
RIVER RAISIN INVESTMENT PARTNERS, INC.
CRD 298014
|
MONROE, MI, United States | $163,541,000 | |
|
CURTIS FINANCIAL PLANNING, LLC
CRD 136785
|
$163,500,000 | ||
|
THIRTEEN TWENTY-TWO ADVISORS, LLC
CRD 339326
|
FORT WORTH, TX, United States | $163,491,295 | |
|
CAPITAL IP INVESTMENT PARTNERS LP
CRD 326733
|
$163,451,104 | ||
|
THE CARROLL GROUP, INC.
CRD 146977
|
$163,445,072 | ||
|
RISLEY CAPITAL MANAGEMENT LLC
CRD 157271
|
ELLISVILLE, MO, United States | $163,439,301 | |
|
FOUNDRY WEALTH ADVISORS, LLC
CRD 300794
|
BALTIMORE, MD, United States | $163,390,033 | |
|
BELL CITY WEALTH, INC.
CRD 326354
|
HILLSBORO, OH, United States | $163,331,134 | |
|
NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC.
CRD 311890
|
NEW YORK, NY, United States | $163,309,743 | |
|
INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
|
SPOKANE, WA, United States | $163,150,031 | |
|
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD 129927
|
BARTLESVILLE, OK, United States | $163,077,864 | |
|
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
CRD 157769
|
COLUMBUS, OH, United States | $163,057,705 | |
|
COLLIE FINANCIAL PLANNING, INC.
CRD 134884
|
BLACK MOUNTAIN, NC, United States | $162,924,000 | |
|
DECAMILLA CAPITAL MANAGEMENT LLC
CRD 108027
|
SACRAMENTO, CA, United States | $162,883,682 | |
|
GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
|
HUNT VALLEY, MD, United States | $162,800,000 | |
|
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889
|
HENDERSON, NC, United States | $162,758,782 | |
|
FIVE ELEVEN FAMILY OFFICE LLC
CRD 334002
|
GARDEN CITY, NY, United States | $162,745,852 | |
|
MAIN ADVISORY, INC.
CRD 328040
|
CANONSBURG, PA, United States | $162,743,420 | |
|
1207 CAPITAL GROUP, LLC
CRD 162611
|
JUNEAU, AK, United States | $162,741,607 | |
|
WESTROCK ASSET MANAGEMENT, LLC
CRD 174408
|
LITTLE ROCK, AR, United States | $162,736,093 | |
|
SAGACE WEALTH MANAGEMENT, LLC
CRD 307212
|
ST. PETERSBURG, FL, United States | $162,726,716 | |
|
MARQUEE CAPITAL ADVISORS LLC
CRD 336708
|
CHICAGO, IL, United States | $162,721,000 | |
|
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD 284251
|
ANN ARBOR, MI, United States | $162,655,000 | |
|
MCS FINANCIAL ADVISORS LLC
CRD 106327
|
$162,620,869 | ||
|
LEWINTER WEALTH ADVISORS, LLC
CRD 155921
|
$162,529,068 | ||
|
SAVANT INVESTMENT ADVISERS, INC.
CRD 121794
|
HOMEWOOD, IL, United States | $162,526,073 | |
|
DEDICATED CAPITAL ADVISORS, LLC
CRD 168132
|
SAN FRANCISCO, CA, United States | $162,469,765 | |
|
TAURUS FINANCIAL LLC
CRD 335067
|
JERSEY CITY, NJ, United States | $162,463,905 | |
|
BESTGATE WEALTH ADVISORS, LLC
CRD 301639
|
FREDERICK, MD, United States | $162,404,904 | |
|
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
CRD 105506
|
OKLAHOMA CITY, OK, United States | $162,392,624 | |
|
BALLAST POINT FINANCIAL PLANNING, LLC
CRD 283295
|
BURLINGAME, CA, United States | $162,385,487 | |
|
JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD 324719
|
WILLIAMSBURG, VA, United States | $162,360,605 | |
|
DYCHE WEALTH MANAGEMENT, INC
CRD 159708
|
FAYETTEVILLE, GA, United States | $162,298,479 | |
|
MAPLE PARK CAPITAL PARTNERS MANAGEMENT, LP
CRD 335335
|
DALLAS, TX, United States | $162,229,053 | |
|
MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.
CRD 107420
|
WESTMONT, IL, United States | $162,177,085 | |
|
FREEDOM FAMILY OFFICE, LLC
CRD 310275
|
$162,140,871 | ||
|
WOLFSTICH CAPITAL, LLC
CRD 146026
|
MEDFIELD, MA, United States | $162,101,000 | |
|
SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
CRD 312695
|
CINCINNATI, OH, United States | $162,081,052 | |
|
BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264
|
BOCA RATON, FL, United States | $162,076,071 | |
|
GUTT FINANCIAL MANAGEMENT, LLC
CRD 109270
|
ATLANTA, GA, United States | $162,070,014 |