Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
STRIVUS WEALTH PARTNERS LLC
CRD 173580
|
JACKSONVILLE BEACH, FL, United States | $159,075,811 | |
|
RS PETRELL & ASSOCIATES, LLC
CRD 143462
|
DEWITT, NY, United States | $159,068,338 | |
|
RETIREMENT INCOME STRATEGIES, LLC
CRD 318052
|
EVANSVILLE, WI, United States | $159,021,823 | |
|
GRAYSTREET CAPITAL MANAGEMENT, LLC
CRD 334967
|
SAN ANTONIO, TX, United States | $159,000,000 | |
|
TODD WEALTH MANAGEMENT LLC
CRD 164761
|
VENICE, FL, United States | $158,910,267 | |
|
PLUS GROUP WEALTH ADVISORS, LLC
CRD 300714
|
BELGIUM, WI, United States | $158,861,208 | |
|
PHOENICIAN CAPITAL LLC
CRD 286033
|
NEW YORK, NY, United States | $158,763,769 | |
|
RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
|
BOSTON, MA, United States | $158,706,471 | |
|
SCG ASSET MANAGEMENT LLC
CRD 311843
|
NAPERVILLE, IL, United States | $158,700,504 | |
|
ALTAR ROCK LLC
CRD 326868
|
$158,692,083 | ||
|
PRIVATE FINANCIAL MANAGEMENT LLC
CRD 313167
|
$158,689,116 | ||
|
VERUS CAPITAL VENTURES, INC.
CRD 315153
|
SUGAR LAND, TX, United States | $158,666,730 | |
|
VENTANA PRIVATE WEALTH LLC
CRD 311878
|
DENVER, CO, United States | $158,641,000 | |
|
NITOR CAPITAL MANAGEMENT, LLC
CRD 173067
|
ENGLEWOOD CLIFFS, NJ, United States | $158,608,573 | |
|
ADVISORY ADVOCATES LLC
CRD 284100
|
GRAND RAPIDS, MI, United States | $158,607,157 | |
|
STARR-MATHEWS FINANCIAL, LLC
CRD 166199
|
CALHOUN, GA, United States | $158,604,251 | |
|
SUMMITAS INVESTMENT MANAGEMENT LLC
CRD 330721
|
$158,600,000 | ||
|
SOUNDPATH RETIREMENT STRATEGIES, LLC
CRD 315590
|
BELLEVUE, WA, United States | $158,522,563 | |
|
SONOMA PRIVATE WEALTH LLC
CRD 308547
|
NOVATO, CA, United States | $158,459,375 | |
|
BEANTOWN FINANCIAL ADVISORS LLC
CRD 134637
|
$158,400,000 | ||
|
ZERMATT WEALTH PARTNERS LLC
CRD 105736
|
SAN DIEGO, CA, United States | $158,362,396 | |
|
SCHERER FINANCIAL ADVISORY SERVICES, LLC
CRD 317435
|
DALLAS, TX, United States | $158,346,728 | |
|
BPC ADVISORS LLC
CRD 284429
|
EAST SYRACUSE, NY, United States | $158,336,771 | |
|
AIM ADVISORS, LLC
CRD 325125
|
RALEIGH, NC, United States | $158,201,404 | |
|
GRAETZ WEALTH, LLC
CRD 317857
|
JENISON, MI, United States | $158,200,000 | |
|
FC360 WEALTH MANAGEMENT, INC.
CRD 171788
|
ROSEVILLE, CA, United States | $158,187,152 | |
|
MKT CAPITAL LLC
CRD 163762
|
$158,180,000 | ||
|
GILBERT CAPITAL GROUP, INC.
CRD 117268
|
$158,145,204 | ||
|
THE EIDEARD GROUP, LLC
CRD 139834
|
BEDFORD, NH, United States | $158,143,339 | |
|
H PARTNERS MANAGEMENT LLC
CRD 161041
|
NEW YORK, NY, United States | $158,137,726 | |
|
PROVIDENT LIVING FINANCIAL SERVICES, INC.
CRD 282665
|
LEHI, UT, United States | $158,102,043 | |
|
RG FINANCIAL, LLC
CRD 311162
|
CARLSBAD, CA, United States | $158,090,464 | |
|
PERSPECTIVE WEALTH ADVISORS LLC
CRD 332574
|
LOVELAND, CO, United States | $158,037,995 | |
|
INTEGRAL FINANCIAL PLANNING LLC
CRD 148097
|
$158,025,042 | ||
|
SCSC ADVISORS, LLC
CRD 343551
|
RANCHO SANTA FE, CA, United States | $158,010,845 | |
|
HAROLD W. DANCE INC.
CRD 1582
|
LOGAN, UT, United States | $158,000,000 | |
|
M2 FINANCIAL LLC
CRD 288829
|
VALENCIA, CA, United States | $157,995,972 | |
|
PRIMARY WEALTH MANAGEMENT, LLC
CRD 282370
|
BEATRICE, NE, United States | $157,985,357 | |
|
CLARUS GROUP LLC
CRD 310156
|
NEW YORK, NY, United States | $157,960,513 | |
|
HALLETT INVESTMENTS, LLC
CRD 306187
|
PORT ANGELES, WA, United States | $157,934,527 | |
|
SREP CAPITAL MANAGEMENT, LLC
CRD 296281
|
GREENWICH, CT, United States | $157,898,148 | |
|
VALORAN CAPITAL MANAGEMENT, LLC
CRD 313634
|
CHICAGO, IL, United States | $157,826,893 | |
|
AVOCET CAPITAL MANAGEMENT LLC
CRD 156261
|
NORTHBROOK, IL, United States | $157,774,773 | |
|
STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908
|
BEDFORD, TX, United States | $157,762,701 | |
|
WAYPOINTS FINANCIAL, LLC
CRD 157494
|
SEBRING, FL, United States | $157,721,041 | |
|
OUTFITTERS FINANCIAL LLC
CRD 291413
|
BRUNSWICK, ME, United States | $157,697,840 | |
|
JACK V. BUTTERFIELD INVESTMENT COMPANY
CRD 3998
|
JACKSON, MI, United States | $157,645,609 | |
|
TRINITY CAPITAL ADVISER LLC
CRD 326133
|
PHOENIX, AZ, United States | $157,598,083 | |
|
LIGHTVIEW CAPITAL, LLC
CRD 306106
|
WEST PALM BEACH, FL, United States | $157,564,446 | |
|
BISON INVESTMENT ADVISORS, LLC
CRD 149775
|
THE WOODLANDS, TX, United States | $157,535,698 |