Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MISSION INVESTMENT ADVISORS LLC
CRD 329596
|
$160,338,801 | ||
|
SHERMAN WEALTH MANAGEMENT LLC
CRD 281093
|
GAITHERSBURG, MD, United States | $160,330,686 | |
|
OLD OAK FINANCIAL PLANNING, INC.
CRD 122500
|
BRIGHTON, MI, United States | $160,293,816 | |
|
CLAIRMONT CAPITAL GROUP, LLC
CRD 313639
|
LOS ANGELES, CA, United States | $160,286,010 | |
|
FIFTH SET PRIVATE WEALTH MANAGEMENT LLC
CRD 159118
|
$160,284,338 | ||
|
M3 WEALTH MANAGEMENT, LLC
CRD 335612
|
NORTH ROYALTON, OH, United States | $160,236,028 | |
|
HARDING FINANCIAL GROUP, LLC
CRD 135731
|
WESTERVILLE, OH, United States | $160,230,435 | |
|
INVERSIONES SURA CORP
CRD 318065
|
MIAMI, FL, United States | $160,193,912 | |
|
THE WEALTH GROUP, LTD
CRD 154106
|
RALEIGH, NC, United States | $160,185,546 | |
|
ENCORE GLOBAL MANAGEMENT LP
CRD 336829
|
HOUSTON, TX, United States | $160,184,566 | |
|
ARBOR PRIVATE WEALTH, LLC
CRD 315812
|
ASHBURN, VA, United States | $160,140,646 | |
|
LITTLE RIVER CAPITAL PARTNERS, LP.
CRD 331057
|
$160,104,368 | ||
|
TURLOFF FINANCIAL CONSULTING INC.
CRD 117465
|
$160,042,244 | ||
|
PENDLETON FINANCIAL, LLC
CRD 325303
|
RALEIGH, NC, United States | $160,032,334 | |
|
STEVEN FELDSTEIN & ASSOCIATES
CRD 109022
|
$160,000,000 | ||
|
SPECTRUM ADVISORS, INC.
CRD 114805
|
PLANO, TX, United States | $160,000,000 | |
|
FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
|
SAINT CHARLES, MO, United States | $160,000,000 | |
|
SEQUINOX WEALTH MANAGEMENT, LLC
CRD 335246
|
LANCASTER, PA, United States | $160,000,000 | |
|
HAZLETT WEALTH MANAGEMENT LLC
CRD 338954
|
KETCHUM, ID, United States | $160,000,000 | |
|
SEQUOIA PLANNING & INVESTMENTS LLC
CRD 109519
|
$159,982,447 | ||
|
WARNKE/NICHOLS LTD.
CRD 112181
|
DELAFIELD, WI, United States | $159,976,325 | |
|
KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
|
ROSELAND, NJ, United States | $159,918,342 | |
|
STEADY RETURNS, LLC
CRD 166834
|
$159,845,985 | ||
|
PORTFOLIO DESIGN SERVICES, LLC
CRD 131506
|
RIVER FALLS, WI, United States | $159,822,368 | |
|
TRM ADVISORS LP
CRD 321278
|
SOUTHFIELD, MI, United States | $159,800,000 | |
|
BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
|
APEX, NC, United States | $159,771,944 | |
|
SEASON INVESTMENTS, LLC
CRD 158070
|
COLORADO SPRINGS, CO, United States | $159,692,694 | |
|
READ & POWELL FINANCIAL SERVICES, LLC
CRD 130189
|
ELKO, NV, United States | $159,688,386 | |
|
WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
|
THOMASVILLE, GA, United States | $159,669,174 | |
|
RICHEY ADVISORS, INC.
CRD 277137
|
PLACENTIA, CA, United States | $159,654,662 | |
|
MOULTON WEALTH MANAGEMENT, INC
CRD 304598
|
SPOKANE VALLEY, WA, United States | $159,654,000 | |
|
ZIDEL FINANCIAL, INC.
CRD 135047
|
BRECKENRIDGE, CO, United States | $159,649,118 | |
|
FAIRWAY FINANCIAL, LLC
CRD 134675
|
CASSELBERRY, FL, United States | $159,599,831 | |
|
GREEN HORIZON PARTNERS CAPITAL LLC
CRD 335760
|
$159,589,409 | ||
|
RETIREMENT ADVISORS, INC.
CRD 122122
|
MOBILE, AL, United States | $159,576,775 | |
|
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD 125081
|
MADISON, WI, United States | $159,553,914 | |
|
ALTURA MANAGEMENT COMPANY, LLC
CRD 312348
|
CORAL GABLES, FL, United States | $159,538,000 | |
|
BLUE MOON CAPITAL MANAGEMENT LLC
CRD 311941
|
BOSTON, MA, United States | $159,527,074 | |
|
CAPITAL FINANCIAL, LLC
CRD 122844
|
OLNEY, MD, United States | $159,396,774 | |
|
CORNERSTONE ALTERNATIVES LLC
CRD 330043
|
$159,360,886 | ||
|
ADARE ASSET MANAGEMENT, LLC
CRD 152471
|
LANCASTER, PA, United States | $159,301,674 | |
|
FUSCO FINANCIAL SERVICES INC
CRD 106841
|
WILTON MANORS, FL, United States | $159,262,257 | |
|
U.S.A. FINANCIAL & TAX SERVICES, LLC
CRD 306214
|
FARMINGTON, CT, United States | $159,260,000 | |
|
STRADA FINANCIAL GROUP LLC
CRD 316987
|
BORING, OR, United States | $159,217,097 | |
|
MURRAY INVESTMENT MANAGEMENT, LLC
CRD 146921
|
HOUSTON, TX, United States | $159,141,962 | |
|
MODERN DOLLAR PLANNING, LLC
CRD 174695
|
ST. LOUIS, MO, United States | $159,139,791 | |
|
HACKETT FINANCIAL GROUP, LLC
CRD 141656
|
WIMBERLEY, TX, United States | $159,133,568 | |
|
HDA WEALTH MANAGEMENT, LLC
CRD 317346
|
POLAND, OH, United States | $159,131,344 | |
|
SANKALA GROUP LLC
CRD 154806
|
$159,130,515 | ||
|
SKA FINANCIAL SERVICES,INC.
CRD 107348
|
FAIRVIEW PARK, OH, United States | $159,092,630 |