Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
JJSA ADVISORS, LTD.
CRD 116460
|
VIRGINIA BEACH, VA, United States | $154,336,256 | |
|
LONG SHORT ADVISORS, LLC
CRD 153632
|
PALM BEACH GARDENS, FL, United States | $154,242,654 | |
|
QUISH & CO. LLC
CRD 146212
|
BOULDER, CO, United States | $154,181,658 | |
|
NEWBURY CAPITAL MANAGEMENT, LLC
CRD 148516
|
SOUTH PASADENA, CA, United States | $154,149,210 | |
|
WINCHESTER ASSET MANAGEMENT, LLC
CRD 322300
|
CHICAGO, IL, United States | $154,039,490 | |
|
FIRST SOURCE INVESTMENT PARTNERS, LLC
CRD 322893
|
LONE TREE, CO, United States | $154,027,837 | |
|
BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
|
MEDFIELD, MA, United States | $154,021,423 | |
|
MCT ENTERTAINMENT ADVISORS LLC
CRD 328135
|
WEST HOLLYWOOD, CA, United States | $154,005,499 | |
|
FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
|
WINDSOR HEIGHTS, IA, United States | $154,000,000 | |
|
MAGGI INVESTMENT SERVICES, LLC
CRD 156856
|
OLDMAR, FL, United States | $154,000,000 | |
|
SOLPACIFIC, LLC
CRD 315184
|
DULUTH, MN, United States | $153,953,032 | |
|
MILLENNIUM INVESTMENT SERVICES
CRD 108744
|
VAN NUYS, CA, United States | $153,901,158 | |
|
ATFS ADVISERS LLC
CRD 324191
|
$153,858,461 | ||
|
ALCION VENTURES, LIMITED PARTNERSHIP
CRD 160505
|
BURLINGTON, MA, United States | $153,835,466 | |
|
UPTOWN FINANCIAL ADVISORS LLC
CRD 171401
|
DALLAS, TX, United States | $153,813,197 | |
|
SHINING ROCK ADVISORS LLC
CRD 311295
|
ASHEVILLE, NC, United States | $153,800,989 | |
|
S & S WEALTH MANAGEMENT, L.P.
CRD 130652
|
GRAND PRAIRIE, TX, United States | $153,785,097 | |
|
PRIEN ASSET MANAGEMENT, LLC
CRD 296462
|
ALBUQUERQUE, NM, United States | $153,703,156 | |
|
TRAILS EDGE WEALTH ADVISERS, LLC
CRD 299466
|
$153,700,000 | ||
|
MAIDEN COVE CAPITAL, LLC
CRD 312478
|
YARMOUTH, ME, United States | $153,697,129 | |
|
WORTHINGTON FINANCIAL PARTNERS LLC
CRD 312951
|
WORTHINGTON, OH, United States | $153,695,050 | |
|
PLATT INVESTMENT COUNSEL, LLC
CRD 118737
|
$153,648,538 | ||
|
GEA SPHERE, LLC
CRD 152001
|
CRANSTON, RI, United States | $153,574,000 | |
|
GRAVER CAPITAL MANAGEMENT, LLC
CRD 312515
|
COLUMBUS, OH, United States | $153,517,812 | |
|
ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD 123305
|
TORRANCE, CA, United States | $153,517,000 | |
|
R.H. DINEL INVESTMENT COUNSEL,INC.
CRD 106688
|
LOS ANGELES, CA, United States | $153,513,362 | |
|
WISE WEALTH PARTNERS, LLC
CRD 311639
|
PHOENIX, AZ, United States | $153,452,564 | |
|
ARTA FINANCE WEALTH MANAGEMENT, LLC
CRD 318714
|
MOUNTAIN VIEW, CA, United States | $153,444,718 | |
|
LEXINGTON CAPITAL MANAGEMENT LP
CRD 292364
|
LAKEWOOD, NJ, United States | $153,425,447 | |
|
PARAGON CAPITAL MANAGEMENT INC
CRD 105962
|
PROVO, UT, United States | $153,419,119 | |
|
CLEAR RETIREMENT ADVICE LLC
CRD 292667
|
SAN MATEO, CA, United States | $153,400,000 | |
|
STEVE LYNCH WEALTH MANAGEMENT
CRD 113715
|
ALBUQUERQUE, NM, United States | $153,357,000 | |
|
AMERICAN ASSET MANAGEMENT INC.
CRD 123116
|
BOCA RATON, FL, United States | $153,268,091 | |
|
HERITAGE WEALTH MANAGEMENT, INC.
CRD 159158
|
WOBURN, MA, United States | $153,221,579 | |
|
PROTOCOL WEALTH, LLC
CRD 335298
|
DENVER, CO, United States | $153,150,000 | |
|
AVENTINE FINANCIAL GROUP LLC
CRD 292390
|
DOYLESTOWN, PA, United States | $153,133,400 | |
|
APPLEWHITE FINANCIAL PLANNING, PLLC
CRD 169799
|
DALLAS, TX, United States | $153,132,711 | |
|
FINANCIAL LEGACY MANAGEMENT, INC.
CRD 136348
|
LITTLE ROCK, AR, United States | $153,128,420 | |
|
MWMG ADVISORS, LLC
CRD 338376
|
NEW YORK, NY, United States | $153,113,339 | |
|
THE LIND PARTNERS, LLC
CRD 290338
|
NEW YORK, NY, United States | $153,067,022 | |
|
TME FINANCIAL, INC.
CRD 322851
|
HUNTINGTON BEACH, CA, United States | $153,059,326 | |
|
STEPHEN CRAIG SCHULMERICH
CRD 112547
|
$153,000,000 | ||
|
QUANTUM CAPITAL INVESTMENTS, INC.
CRD 156037
|
$153,000,000 | ||
|
OAKLAWN CAPITAL MANAGEMENT LLC
CRD 339373
|
$153,000,000 | ||
|
EAST COAST WEALTH MANAGEMENT, INC.
CRD 136155
|
FLORHAM PARK, NJ, United States | $152,987,459 | |
|
SUSTAINABLE INVESTMENT SOLUTIONS, LLC
CRD 111456
|
DEDHAM, MA, United States | $152,935,812 | |
|
MAVEN CAPITAL PARTNERS, LLC
CRD 300626
|
ATLANTA, GA, United States | $152,900,049 | |
|
LIVIAN & CO., LLC
CRD 153771
|
NEW YORK, NY, United States | $152,881,318 | |
|
VINCENT WEALTH ADVISORS LLC
CRD 332759
|
NORWELL, MA, United States | $152,876,009 | |
|
STW ASSOCIATES
CRD 106196
|
$152,816,000 |