Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
COPIA WEALTH MANAGEMENT, LLC
CRD 281873
|
BEND, OR, United States | $157,517,828 | |
|
GEORGIA WEALTH PARTNERS, LLC
CRD 314602
|
GRIFFIN, GA, United States | $157,451,478 | |
|
APPLIED CAPITAL LLC
CRD 128996
|
$157,400,236 | ||
|
PECK WEALTH MANAGEMENT, LLC
CRD 157407
|
$157,370,960 | ||
|
FREMEN CAPITAL MANAGEMENT LP
CRD 334502
|
STAMFORD, CT, United States | $157,339,853 | |
|
WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
|
SIOUX CENTER, IA, United States | $157,226,348 | |
|
VESTED FINANCIAL PLANNING, LLC
CRD 296970
|
$157,174,739 | ||
|
DELPHINUS FINANCIAL ADVISORS, LLC
CRD 152952
|
MANSFIELD, MA, United States | $157,091,655 | |
|
RIVER'S EDGE WEALTH MANAGEMENT LLC
CRD 313711
|
BEAVER, PA, United States | $157,086,676 | |
|
CROSSPOINT FINANCIAL, LLC
CRD 286443
|
TUSTIN, CA, United States | $157,077,817 | |
|
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
CRD 127506
|
RIDGELAND, MS, United States | $157,076,843 | |
|
FINEC ASSET MANAGEMENT LLC
CRD 231789
|
SAN DIEGO, CA, United States | $157,021,943 | |
|
PPSGRP LLC
CRD 340003
|
WHITE PLAINS, NY, United States | $157,013,593 | |
|
COLLECTIVE WEALTH ADVISORS LLC
CRD 289157
|
COPPELL, TX, United States | $157,005,962 | |
|
CAMDEN FINANCIAL MANAGEMENT, INC.
CRD 111938
|
$157,004,577 | ||
|
IRVINE WEALTH PLANNING STRATEGIES, LLC
CRD 284120
|
CORNING, NY, United States | $156,991,981 | |
|
LEGACY ADVISORY SERVICES, LLC
CRD 147173
|
EXTON, PA, United States | $156,935,534 | |
|
MOORE WEALTH LLC
CRD 323374
|
FREDERICK, MD, United States | $156,908,298 | |
|
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
|
BRADENTON, FL, United States | $156,824,991 | |
|
IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
|
MESA, AZ, United States | $156,718,117 | |
|
BELHEALTH INVESTMENT PARTNERS, LLC
CRD 162674
|
FORT LAUDERDALE, FL, United States | $156,717,026 | |
|
FACTORIAL PARTNERS, LLC
CRD 169879
|
MT. KISCO, NY, United States | $156,700,000 | |
|
LOTUSGROUP CAPITAL, LLC
CRD 298973
|
DENVER, CO, United States | $156,689,707 | |
|
SIMA WEALTH PARTNERS, LLC
CRD 159943
|
RICHMOND, VA, United States | $156,659,083 | |
|
SALLYPORT PARTNERS INVESTMENT MANAGER, LLC
CRD 327533
|
HOUSTON, TX, United States | $156,650,500 | |
|
BREAKWATER CAPITAL, LLC
CRD 172498
|
KALAMAZOO, MI, United States | $156,644,142 | |
|
ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568
|
ALLENTOWN, PA, United States | $156,618,612 | |
|
DWV ADVISORS, LLC
CRD 154148
|
ESSEX JUNCTION, VT, United States | $156,605,177 | |
|
DALE Q. RICE INVESTMENT MANAGEMENT, LTD.
CRD 310614
|
$156,591,623 | ||
|
PROFOCUS, INCORPORATED
CRD 113954
|
PHOENIX, AZ, United States | $156,539,998 | |
|
MAIMON WEALTH MANAGEMENT LTD.
CRD 298566
|
RA'ANANA, Israel | $156,529,147 | |
|
SETTIAN CAPITAL LP
CRD 297691
|
SAINT AUGUSTINE, FL, United States | $156,515,602 | |
|
STAR WEALTH MANAGEMENT CORPORATION
CRD 341885
|
BINGHAM FARMS, MI, United States | $156,477,380 | |
|
COVEY CAPITAL ADVISORS, LLC
CRD 151978
|
ATLANTA, GA, United States | $156,459,403 | |
|
ELTURA CAPITAL MANAGEMENT, LLC
CRD 318320
|
NEW YORK, NY, United States | $156,450,329 | |
|
401K GENERATION
CRD 154279
|
ALTAMONTE SPRINGS,, FL, United States | $156,446,290 | |
|
SPORTSOLOGY CAPITAL PARTNERS, L.P.
CRD 328226
|
NEW YORK, NY, United States | $156,435,000 | |
|
JK PRIVATE WEALTH, LLC
CRD 305987
|
GLASTONBURY, CT, United States | $156,427,502 | |
|
SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
|
TERRE HAUTE, IN, United States | $156,419,092 | |
|
JTS FUND ADVISORS, LLC
CRD 283677
|
WACO, TX, United States | $156,377,629 | |
|
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
CRD 109965
|
SHREVEPORT, LA, United States | $156,365,616 | |
|
OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
|
MEDFORD, OR, United States | $156,346,247 | |
|
PEARL WEALTH LLC
CRD 299508
|
PORTLAND, OR, United States | $156,345,588 | |
|
TRELLUS MANAGEMENT COMPANY, LLC
CRD 137537
|
DELRAY BEACH, FL, United States | $156,327,954 | |
|
MERIDIAN WEALTH ADVISORS, LLC
CRD 140991
|
ALBUQUERQUE, NM, United States | $156,217,175 | |
|
QUANTITATIVE FINANCIAL STRATEGIES LLC
CRD 331416
|
$156,199,967 | ||
|
PEAK WEALTH MANAGEMENT LLC
CRD 281036
|
NASHUA, NH, United States | $156,125,904 | |
|
JOHNSON DUNN CAPITAL ADVISORS, INC.
CRD 320849
|
$156,116,000 | ||
|
WAYCROSS GP, LLC
CRD 339521
|
LOUISVILLE, KY, United States | $156,075,000 | |
|
BURKE & HERBERT WEALTH SERVICES, LLC
CRD 340285
|
ALEXANDRIA, VA, United States | $156,063,257 |