Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SEABORN FINANCIAL, LLC
CRD 159073
|
$151,302,065 | ||
|
CONVEXITAS, LLC
CRD 315145
|
CHICAGO, IL, United States | $151,296,196 | |
|
TWIN CITY PRIVATE WEALTH, LLC
CRD 315836
|
WINSTON-SALEM, NC, United States | $151,281,332 | |
|
UNIFIED WEALTH MANAGEMENT LLC
CRD 284553
|
OLDSMAR, FL, United States | $151,261,565 | |
|
SUNRISE FINANCIAL SERVICES LLC
CRD 325955
|
BURIEN, WA, United States | $151,248,727 | |
|
COTE FINANCIAL MANAGEMENT, LLC
CRD 153088
|
$151,230,174 | ||
|
OUTBOUND FINANCIAL, INC.
CRD 287697
|
BOULDER, CO, United States | $151,226,554 | |
|
ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
|
GREENWOOD VILLAGE, CO, United States | $151,216,832 | |
|
DRYSTONE LLC
CRD 146951
|
$151,190,352 | ||
|
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD 164970
|
SANTA FE, NM, United States | $151,158,000 | |
|
OMICRON ADVISORS, LLC
CRD 165250
|
LANCASTER, PA, United States | $151,150,448 | |
|
XPS CAPITAL LLC
CRD 311665
|
ARLINGTON, VA, United States | $151,094,700 | |
|
SOUND PORTFOLIO ADVISORS, LLC
CRD 125511
|
MYSTIC, CT, United States | $151,057,862 | |
|
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
CRD 132500
|
JACKSONVILLE, FL, United States | $151,000,000 | |
|
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC
CRD 293532
|
BENTONVILLE, AR, United States | $151,000,000 | |
|
ZENITH SOLUTIONS, INC.
CRD 304732
|
PHILADELPHIA, PA, United States | $150,966,524 | |
|
REXFORD CAPITAL INC.
CRD 128227
|
$150,915,897 | ||
|
CASCADE FINANCIAL STRATEGIES, LLC
CRD 166610
|
BEND, OR, United States | $150,876,230 | |
|
OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
|
DOWNERS GROVE, IL, United States | $150,842,783 | |
|
CARMANDALIAN FINANCIAL GROUP, LLC
CRD 292458
|
WESTLAKE VILLAGE, CA, United States | $150,837,636 | |
|
TRADEMARK CAPITAL MANAGEMENT INC.
CRD 214512
|
WATKINSVILLE, GA, United States | $150,824,050 | |
|
KUHN WEALTH MANAGEMENT INC.
CRD 168727
|
SCHAUMBURG, IL, United States | $150,822,928 | |
|
PROSPER PRIVATE WEALTH, LLC
CRD 333708
|
MESA, AZ, United States | $150,821,334 | |
|
BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD 139518
|
SHELTON, CT, United States | $150,777,009 | |
|
AXOS INVEST, INC
CRD 150953
|
LAS VEGAS, NV, United States | $150,762,519 | |
|
VETERI PLACE CORPORATION
CRD 160664
|
PARSIPPANY, NJ, United States | $150,692,458 | |
|
PROVISION ASSET, LLC
CRD 282183
|
$150,670,233 | ||
|
VERITAS WEALTH PARTNERS, LLC
CRD 312247
|
$150,652,500 | ||
|
UNIFIED INVESTMENT MANAGEMENT, LLC
CRD 326056
|
ATLANTA, GA, United States | $150,610,399 | |
|
OLD BRIDGE WEALTH, INC
CRD 332180
|
SYOSSET, NY, United States | $150,593,187 | |
|
AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
|
NORTH PALM BEACH, FL, United States | $150,560,827 | |
|
CSP FINANCIAL GROUP LLC
CRD 310819
|
SCOTTSDALE, AZ, United States | $150,550,578 | |
|
MARATHON WEALTH MANAGEMENT, INC.
CRD 289119
|
MELVILLE, NY, United States | $150,540,000 | |
|
POULOS ADVISORS, INC.
CRD 141905
|
SOUTH BURLINGTON, VT, United States | $150,420,377 | |
|
NORTH WOODS ASSET MANAGEMENT LLC
CRD 226575
|
BUFFALO, NY, United States | $150,393,137 | |
|
1015 CAPITAL PARTNERS, LLC
CRD 328453
|
$150,386,176 | ||
|
INVIDIA CAPITAL MANAGEMENT LP
CRD 331334
|
NEW YORK, NY, United States | $150,372,685 | |
|
OPTIMA CAPITAL MANAGEMENT LLC
CRD 306036
|
TEMPE, AZ, United States | $150,319,761 | |
|
TITLETOWN WEALTH MANAGEMENT, LLC
CRD 307752
|
GREEN BAY, WI, United States | $150,280,357 | |
|
AUERBACH INVESTMENT SERVICES, LLC
CRD 290041
|
NARBERTH, PA, United States | $150,199,334 | |
|
ATLANTIS WEALTH ADVISORS LLC
CRD 169956
|
MAUMEE, OH, United States | $150,194,659 | |
|
ICOM ADVISORS, LLC
CRD 156386
|
$150,180,725 | ||
|
MIURA GLOBAL MANAGEMENT, LLC
CRD 161017
|
NEW YORK, NY, United States | $150,159,109 | |
|
MZ CAPITAL MANAGEMENT, LLC
CRD 134726
|
$150,122,656 | ||
|
191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
CRD 124288
|
WYCKOFF, NJ, United States | $150,085,275 | |
|
SECONDMARKET FINANCIAL, LLC
CRD 333332
|
NEW YORK, NY, United States | $150,016,040 | |
|
INTENTIONAL RETIREMENT, LLC
CRD 310655
|
OMAHA, NE, United States | $150,000,352 | |
|
UNION CAPITAL COMPANY
CRD 110301
|
TUCSON, AZ, United States | $150,000,000 | |
|
GREEN CAPITAL PRIVATE WEALTH LLC
CRD 323357
|
MIAMI, FL, United States | $150,000,000 | |
|
VF ADVISORS, LLC
CRD 334305
|
LOUISVILLE, KY, United States | $150,000,000 |