Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CYPRESS ASSET MANAGEMENT, INC.
CRD 145415
|
$152,800,615 | ||
|
WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC
CRD 285107
|
$152,764,456 | ||
|
CYPRESS ADVISORY GROUP, LLC
CRD 172113
|
SCOTTSDALE, AZ, United States | $152,721,993 | |
|
BOLLIN WEALTH MANAGEMENT, LLC
CRD 150396
|
PERRYSBURG, OH, United States | $152,691,899 | |
|
SANTIAGO CAPITAL, LLC
CRD 154579
|
$152,685,627 | ||
|
BLUE POINT FINANCIAL, INC.
CRD 299688
|
SCARBOROUGH, ME, United States | $152,671,667 | |
|
EMPIRICAL CAPITAL MANAGEMENT, LLC
CRD 160509
|
HENDERSONVILLE, TN, United States | $152,663,331 | |
|
GARNER FINANCIAL MANAGEMENT, INC.
CRD 131628
|
LAFAYETTE, CA, United States | $152,638,702 | |
|
SHAPIRO FINANCIAL SECURITY GROUP, INC.
CRD 120801
|
HAZLET, NJ, United States | $152,616,699 | |
|
BALANZ ADVISORS LLC
CRD 322263
|
CORAL GABLES, FL, United States | $152,608,123 | |
|
CORDOBA CAPITAL PARTNERS, LLC
CRD 329644
|
NEW YORK, NY, United States | $152,605,395 | |
|
VIRTUS FINANCIAL PARTNERS, LLC
CRD 323365
|
$152,530,132 | ||
|
MARKIN ASSET MANAGEMENT, LP
CRD 311719
|
$152,511,384 | ||
|
TROUTMAN WEALTH MANAGEMENT, LLC
CRD 301107
|
MALVERN, PA, United States | $152,502,715 | |
|
JCM STRATEGIC WEALTH PARTNERS LLC
CRD 315220
|
INDIANAPOLIS, IN, United States | $152,442,365 | |
|
J K R & COMPANY, INC.
CRD 8040
|
VAN NUYS, CA, United States | $152,415,717 | |
|
STONERIDGE INVESTMENT PARTNERS LLC
CRD 109261
|
RADNOR, PA, United States | $152,341,725 | |
|
WEST ELK CAPITAL, LLC
CRD 292743
|
ATLANTA, GA, United States | $152,309,963 | |
|
HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
|
NORFOLK, VA, United States | $152,216,991 | |
|
NORTHLANDING FINANCIAL PARTNERS, LLC
CRD 167055
|
ROCHESTER, NY, United States | $152,206,862 | |
|
WELLSPRING ADVISORS, INC.
CRD 147861
|
HILLSBORO, OR, United States | $152,174,077 | |
|
TRICON CAPITAL GP INC
CRD 160558
|
TORONTO, Canada | $152,130,000 | |
|
DIMENSIONS WEALTH MANAGEMENT, LLC
CRD 298928
|
ROSEVILLE, CA, United States | $152,088,347 | |
|
ROAN CAPITAL PARTNERS, LLC
CRD 293119
|
JOHNSON CITY, TN, United States | $152,023,601 | |
|
VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
|
GREER, SC, United States | $152,009,062 | |
|
TERRA WEALTH MANAGEMENT, LLC
CRD 320643
|
HIGH POINT, NC, United States | $152,005,349 | |
|
CHROMECORE, LLC
CRD 311539
|
SAN FRANCISCO, CA, United States | $152,000,000 | |
|
INFINITY WEALTH COUNSEL, LLC
CRD 171959
|
LOVELAND, OH, United States | $151,948,550 | |
|
PORTFOLIO MANAGEMENT, LLC
CRD 107129
|
AUSTIN, TX, United States | $151,931,481 | |
|
THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
|
ATLANTA, GA, United States | $151,878,149 | |
|
H SQUARED MANAGEMENT LP
CRD 325633
|
NEW YORK, NY, United States | $151,858,297 | |
|
APPLE TREE ASSET MANAGEMENT, LLC
CRD 298437
|
FORT WAYNE, IN, United States | $151,850,105 | |
|
REDWOOD COAST FINANCIAL PARTNERS
CRD 226560
|
EUREKA, CA, United States | $151,840,000 | |
|
PROVIDENCE WEALTH MANAGEMENT LLC
CRD 144902
|
KNOXVILLE, TN, United States | $151,831,467 | |
|
DELTA WEALTH ADVISORS LLC
CRD 310504
|
$151,829,886 | ||
|
LCR WEALTH MANAGEMENT LLC
CRD 313013
|
WESTPORT, CT, United States | $151,788,644 | |
|
SHEFFIELD ASSET MANAGEMENT, L.L.C.
CRD 137065
|
CHICAGO, IL, United States | $151,720,693 | |
|
HERSHEY FINANCIAL ADVISERS, LLC
CRD 149907
|
LANCASTER, PA, United States | $151,711,016 | |
|
FINANCIAL PLANNING FORT COLLINS, LLC
CRD 283890
|
FORT COLLINS, CO, United States | $151,700,000 | |
|
INTEGRATED WEALTH STRATEGIES, LLC
CRD 155254
|
AUSTIN, TX, United States | $151,693,473 | |
|
CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
CRD 120228
|
WESTLAKE VILLAGE, CA, United States | $151,645,327 | |
|
MARKETDESK INDICES LLC
CRD 323393
|
$151,615,364 | ||
|
BARTLEY FINANCIAL ADVISORS, LLC
CRD 124293
|
BEDFORD, NH, United States | $151,581,219 | |
|
RED CRANE WEALTH MANAGEMENT, LLC
CRD 284006
|
PALO ALTO, CA, United States | $151,574,482 | |
|
BRIGHT INVESTMENTS, LLC
CRD 269955
|
AUBURN, AL, United States | $151,519,822 | |
|
CRAMER & RAUCHEGGER, INC.
CRD 164784
|
MAITLAND, FL, United States | $151,424,283 | |
|
SKYLINER WEALTH, LLC
CRD 332426
|
BEND, OR, United States | $151,410,600 | |
|
GREENWAY FINANCIAL, LLC
CRD 288864
|
FARMINGTON HILLS, MI, United States | $151,359,822 | |
|
LEO FUND SERVICES, LLC
CRD 163259
|
EDISON, NJ, United States | $151,329,901 | |
|
REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD 150667
|
SAN RAFAEL, CA, United States | $151,319,342 |