Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PEAK AMERICAN INVESTMENT ADVISORS, INC.
CRD 145056
|
PLANO, TX, United States | $162,050,631 | |
|
RPR FINANCIAL ADVISORS LLC
CRD 316557
|
OVERLAND PARK, KS, United States | $162,050,078 | |
|
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
CRD 145658
|
$162,038,154 | ||
|
STEFFENS FINANCIAL CORP
CRD 342546
|
BYRAM TOWNSHIP, NJ, United States | $162,007,559 | |
|
ARBOR INVESTMENT MANAGEMENT, LLC
CRD 154735
|
ANN ARBOR, MI, United States | $162,000,000 | |
|
CORKERN BARRY M ADVISORY SERVICES INC
CRD 104730
|
LITTLE ROCK, AR, United States | $161,922,149 | |
|
CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
|
TROY, MI, United States | $161,889,433 | |
|
GADSDEN, LLC
CRD 291195
|
NEWTOWN SQUARE, PA, United States | $161,816,966 | |
|
FELL CAPITAL MANAGEMENT
CRD 104986
|
NEWPORT BEACH, CA, United States | $161,808,245 | |
|
WILLIAMS, GARTH ALAN
CRD 142563
|
$161,750,740 | ||
|
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392
|
FLORHAM PARK, NJ, United States | $161,681,168 | |
|
LYNNLEIGH & COMPANY, LLC
CRD 285044
|
PITTSFORD, NY, United States | $161,537,057 | |
|
PINCUS CAPITAL MANAGEMENT, LP
CRD 336500
|
NEW YORK, NY, United States | $161,529,927 | |
|
FLFS ADVISORY LLC
CRD 334771
|
VICTOR, NY, United States | $161,497,846 | |
|
BLOM & HOWELL FINANCIAL PLANNING, INC.
CRD 311830
|
MODESTO, CA, United States | $161,476,118 | |
|
PIAR LLC
CRD 163994
|
$161,458,039 | ||
|
FARNAM FINANCIAL, LLC
CRD 306180
|
PHOENIX, AZ, United States | $161,447,231 | |
|
ELITE WEALTH MANAGEMENT, INC.
CRD 333159
|
PLOVER, WI, United States | $161,422,447 | |
|
CLEARPATH CAPITAL PARTNERS LLC
CRD 111756
|
MENLO PARK, CA, United States | $161,282,531 | |
|
LAGUNA WEALTH ADVISORS, LLC
CRD 167847
|
$161,238,425 | ||
|
TFS ADVISORS, LLC
CRD 167653
|
EDMONDS, WA, United States | $161,237,949 | |
|
SIEBEN WEALTH PLANNING LLC
CRD 315368
|
$161,196,874 | ||
|
BARNETT CAPITAL ADVISORS LLC
CRD 159113
|
MIAMI, FL, United States | $161,128,400 | |
|
NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
|
SEATTLE, WA, United States | $161,124,440 | |
|
WILLIAMS WEALTH MANAGEMENT GROUP, INC.
CRD 147341
|
BRADENTON, FL, United States | $161,048,000 | |
|
BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
|
BOSTON, MA, United States | $161,029,271 | |
|
CAPRIA VENTURES LLC
CRD 284129
|
SEATTLE, WA, United States | $161,000,000 | |
|
THISTLE CREEK CAPITAL, LLC
CRD 331449
|
LEHI, UT, United States | $160,988,324 | |
|
LAUER WEALTH, LLC
CRD 289763
|
VALPARAISO, IN, United States | $160,931,690 | |
|
EAGLE HARBOR ASSET MANAGEMENT INC
CRD 108089
|
$160,927,748 | ||
|
MEDICUS WEALTH PLANNING, INC.
CRD 282904
|
DRAPER, UT, United States | $160,839,869 | |
|
MLG ADVISORS LLC
CRD 340583
|
$160,833,160 | ||
|
EGIS CAPITAL PARTNERS LP
CRD 306123
|
SUMMIT, NJ, United States | $160,831,523 | |
|
GLAXIS CAPITAL MANAGEMENT, LLC
CRD 134227
|
SARASOTA, FL, United States | $160,826,598 | |
|
GOING CPAS & WEALTH ADVISORS, LLP
CRD 117104
|
OPELOUSAS, LA, United States | $160,825,856 | |
|
CYWP FUND LLC
CRD 337234
|
BOCA RATON, FL, United States | $160,808,303 | |
|
MCW FINANCIAL, INC.
CRD 157609
|
CRESCENT SPRINGS, KY, United States | $160,806,297 | |
|
HAVE RIA, INC.
CRD 327137
|
PROVIDENCE, RI, United States | $160,805,201 | |
|
STEWARD ADVISORS, LLC
CRD 156331
|
CHICAGO, IL, United States | $160,737,179 | |
|
EDDIE PATEL, INC
CRD 148411
|
CHICAGO, IL, United States | $160,710,806 | |
|
MW ADVISORY LLC
CRD 338634
|
ATLANTA, GA, United States | $160,704,772 | |
|
KELLY WEALTH MANAGEMENT, INC.
CRD 328386
|
ROYAL OAK, MI, United States | $160,588,514 | |
|
DORMAN FINANCIAL MANAGEMENT, P.A.
CRD 136881
|
MAITLAND, FL, United States | $160,580,740 | |
|
RBF CAPITAL MANAGEMENT, INC.
CRD 164524
|
SARASOTA, FL, United States | $160,569,912 | |
|
SUMMATION CAPITAL MANAGEMENT, L.P.
CRD 331645
|
NEW YORK, NY, United States | $160,555,496 | |
|
BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD 281437
|
RUMFORD, RI, United States | $160,517,879 | |
|
COLLIER FINANCIAL, INC
CRD 175207
|
DENVER, CO, United States | $160,507,524 | |
|
KROPOG FINANCIAL GROUP, LLC
CRD 282747
|
MANDEVILLE, LA, United States | $160,493,597 | |
|
WITT FINANCIAL GROUP, LLC
CRD 156462
|
CROSSVILLE, TN, United States | $160,466,246 | |
|
FENIX ASSET MANAGEMENT, LLC
CRD 291069
|
NEW YORK, NY, United States | $160,423,060 |