Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PC3 PARTNERS, LLC
CRD 339659
|
MIAMI BEACH, FL, United States | $156,046,170 | |
|
INDELIBLE WEALTH GROUP LLC
CRD 166864
|
$156,030,869 | ||
|
BRANDYWINE ASSET MANAGEMENT, INC
CRD 307564
|
THORNTON, PA, United States | $156,000,000 | |
|
TEAM HAYS INC.
CRD 324992
|
DENTON, TX, United States | $156,000,000 | |
|
KAIZEN RETIREMENT PLAN ADVISORS, LLC
CRD 289238
|
$155,945,222 | ||
|
TAURUM RETIREMENT PARTNERS, LLC
CRD 282017
|
MESA, AZ, United States | $155,931,747 | |
|
MCGRATH & ASSOCIATES, INC.
CRD 121197
|
ASHEVILLE, NC, United States | $155,898,135 | |
|
GERVAIS CAPITAL MANAGEMENT, LLC
CRD 299347
|
WILSON, WY, United States | $155,882,267 | |
|
LIPPER ADVISORY SERVICES INC
CRD 107283
|
$155,792,969 | ||
|
UNIFY FINANCIAL LLC
CRD 324120
|
CLEARWATER, FL, United States | $155,790,004 | |
|
NATURAL BRIDGES FINANCIAL ADVISORS LLC
CRD 148056
|
SANTA CRUZ, CA, United States | $155,788,020 | |
|
PHOENIX CAPITAL REALTY ADVISORS, LLC
CRD 161129
|
ADDISON, TX, United States | $155,769,839 | |
|
PERSONAL FINANCIAL SOLUTIONS, LLC
CRD 129095
|
MANASQUAN, NJ, United States | $155,649,583 | |
|
LIVE OAK WEALTH ADVISORY GROUP, LLC
CRD 154962
|
HOUSTON, TX, United States | $155,482,308 | |
|
GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC
CRD 339528
|
STAMFORD, CT, United States | $155,438,401 | |
|
HERNDON PLANT OAKLEY LTD
CRD 44971
|
CORPUS CHRISTI, TX, United States | $155,401,000 | |
|
M & A CONSULTING GROUP, LLC
CRD 286078
|
AUSTIN, TX, United States | $155,400,000 | |
|
ETHOS CAPITAL MANAGEMENT, INC.
CRD 313145
|
NEWTOWN, PA, United States | $155,381,974 | |
|
BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
|
WAYZATA, MN, United States | $155,343,700 | |
|
INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
|
DENVER, CO, United States | $155,289,474 | |
|
BP ASSET MANAGEMENT INC.
CRD 328276
|
CHARLOTTE, NC, United States | $155,286,000 | |
|
GRP FINANCIAL SERVICES, LLC
CRD 333183
|
FARMINGDALE, ME, United States | $155,261,578 | |
|
RHL GROUP, LLC
CRD 330716
|
HOLLY, MI, United States | $155,145,000 | |
|
BRIA CAPITAL GROUP, LLC
CRD 175258
|
WESLEY CHAPEL, FL, United States | $155,129,219 | |
|
QUARTUS INVESTMENT ADVISORS LLC
CRD 287597
|
NEW YORK, NY, United States | $155,124,219 | |
|
DIVERSIFIED PARTNERS INC
CRD 109570
|
BRENTWOOD, TN, United States | $155,110,213 | |
|
BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
|
HIXSON, TN, United States | $155,100,717 | |
|
RICHWOOD INVESTMENT ADVISORS, LLC
CRD 153550
|
CINCINNATI, OH, United States | $155,072,855 | |
|
ELM RIDGE MANAGEMENT, LLC
CRD 154508
|
BRIARCLIFF MANOR, NY, United States | $155,059,753 | |
|
WALK-ON CAPITAL, LLC
CRD 331407
|
LOS ANGELES, CA, United States | $155,050,000 | |
|
IVY EVERGREEN, LLC
CRD 324430
|
CHARLESTON, SC, United States | $155,003,228 | |
|
MERRITHEW & THORSTEN, INC.
CRD 133563
|
SAN DIEGO, CA, United States | $155,000,174 | |
|
IMPACT FIDUCIARY LLC
CRD 288345
|
PASADENA, CA, United States | $155,000,000 | |
|
HERITAGE ASSET MANAGEMENT, LLC
CRD 323344
|
BELTON, MO, United States | $155,000,000 | |
|
ELLIS WEALTH ADVISORS, LLC
CRD 342527
|
MADISON, AL, United States | $155,000,000 | |
|
ARTHEDGE CAPITAL MANAGEMENT, LLC
CRD 151181
|
$154,958,060 | ||
|
DECISION INVESTMENTS, INC.
CRD 145073
|
SAN DIEGO, CA, United States | $154,906,138 | |
|
BROADVIEW WEALTH MANAGEMENT, LLC
CRD 174429
|
$154,879,792 | ||
|
VEGA CAPITAL GROUP LLC
CRD 129494
|
$154,861,510 | ||
|
VITRAL ADVISORS LLC
CRD 294631
|
$154,819,622 | ||
|
RBG WEALTH ADVISORS LLC
CRD 319486
|
MEMPHIS, TN, United States | $154,758,579 | |
|
LAKE AVENUE FINANCIAL LLC
CRD 315746
|
PASADENA, CA, United States | $154,709,844 | |
|
BUTLER FINANCIAL SERVICES, INC.
CRD 118244
|
DENVER, CO, United States | $154,662,250 | |
|
CAPITAL ACHIEVEMENTS, LLC
CRD 291108
|
$154,649,204 | ||
|
ELEVAGE PARTNERS, LLC
CRD 158386
|
RENO, NV, United States | $154,574,081 | |
|
LYNX CAPITAL, LLC
CRD 306282
|
ATLANTA, GA, United States | $154,534,366 | |
|
DARBY OVERSEAS PARTNERS, L.P.
CRD 160799
|
WASHINGTON, DC, United States | $154,497,095 | |
|
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC
CRD 175471
|
NEW YORK, NY, United States | $154,489,088 | |
|
TECTONIC CAPITAL ADVISORS, LLC
CRD 339604
|
HOUSTON, TX, United States | $154,408,708 | |
|
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
CRD 321737
|
ROSELAND, NJ, United States | $154,398,323 |