Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LINCOLN CAPITAL ADVISERS LLC
CRD 335085
|
CHICAGO, IL, United States | $150,000,000 | |
|
FELIS ADVANTAGE, LP
CRD 335282
|
BOSTON, MA, United States | $150,000,000 | |
|
37SPRUCE INVESTMENT PARTNERS, LLC
CRD 340176
|
GREENWICH, CT, United States | $150,000,000 | |
|
PARRISH CAPITAL, LLC
CRD 172783
|
KENNESAW, GA, United States | $149,960,793 | |
|
A SMARTER WAY TO INVEST, INC.
CRD 166170
|
BRIGHTON, MI, United States | $149,952,958 | |
|
ALPACA VC INVESTMENT MANAGEMENT LLC
CRD 317262
|
NEW YORK, NY, United States | $149,946,780 | |
|
FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
|
TULLAHOMA, TN, United States | $149,900,000 | |
|
CAVALCADE CAPITAL LLC
CRD 327292
|
NEW YORK, NY, United States | $149,900,000 | |
|
CLEARBROOK INVESTMENT SOLUTIONS LLC
CRD 155607
|
NEW YORK, NY, United States | $149,860,823 | |
|
SCHNEIDER, MEREDITH HALL
CRD 144166
|
$149,849,605 | ||
|
FINANCIAL STRATEGIES, INC.
CRD 113097
|
BROOKFIELD, WI, United States | $149,831,208 | |
|
KONEKTIS CAPITAL MANAGEMENT LP
CRD 327997
|
NEW YORK, NY, United States | $149,828,945 | |
|
FIDUCIARY CAPITAL MANAGEMENT LLC
CRD 340618
|
CHEYENNE, WY, United States | $149,815,715 | |
|
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY
CRD 319078
|
GRANITE BAY, CA, United States | $149,813,898 | |
|
WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD 115326
|
SUNNYSIDE, WA, United States | $149,805,946 | |
|
SONAS FINANCIAL GROUP, INC.
CRD 122547
|
KANSAS CITY, MO, United States | $149,757,149 | |
|
KEEN CAPITAL, LLC
CRD 283597
|
$149,746,412 | ||
|
ALLSTREET FINANCIAL, LLC
CRD 281661
|
ERIE, PA, United States | $149,715,186 | |
|
POLARIS FINANCIAL PLANNING, LLC.
CRD 123035
|
$149,680,734 | ||
|
SECOND SUMMIT WEALTH MANAGEMENT, LLC
CRD 317984
|
$149,661,050 | ||
|
CMG FINANCIAL CONSULTING, LLC
CRD 288359
|
$149,647,147 | ||
|
CLARITY FINANCIAL ADVISORS LLC
CRD 323321
|
ST. PETERSBURG, FL, United States | $149,527,424 | |
|
OAKMONT ADVISORY GROUP, LLC
CRD 158890
|
ALBUQUERQUE, NM, United States | $149,506,723 | |
|
PUREWATER CAPITAL, LLC
CRD 166154
|
FORT WORTH, TX, United States | $149,496,644 | |
|
MONSON WEALTH MANAGEMENT, INC.
CRD 169857
|
KENNEWICK, WA, United States | $149,456,592 | |
|
FUND ADVISORS OF AMERICA INC
CRD 112567
|
ORLANDO, FL, United States | $149,410,840 | |
|
CARDENAS ASSET MANAGEMENT, LLC
CRD 114943
|
$149,257,748 | ||
|
BELLINGHAM CAPITAL MANAGEMENT, INC.
CRD 151684
|
BELLINGHAM, WA, United States | $149,233,075 | |
|
CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC
CRD 318867
|
NEW YORK, NY, United States | $149,159,958 | |
|
SIDOXIA CAPITAL MANAGEMENT, LLC
CRD 145969
|
NEWPORT BEACH, CA, United States | $149,045,501 | |
|
HARBORFRONT FINANCIAL LLC
CRD 331763
|
LUDINGTON, MI, United States | $149,013,605 | |
|
BROOKLINE WEALTH, LLC
CRD 322787
|
AUSTIN, TX, United States | $148,957,646 | |
|
VIS ADVISORS, LP
CRD 240786
|
NEW YORK, NY, United States | $148,850,000 | |
|
PRESTON F. SANDERS, CHFC, LLC
CRD 125741
|
WATKINSVILLE, GA, United States | $148,837,173 | |
|
HARVEST FINANCIAL PARTNERS, LLC
CRD 146162
|
PAOLI, PA, United States | $148,827,083 | |
|
COMPASS FINANCIAL GROUP, INC.
CRD 130867
|
DUBLIN, OH, United States | $148,793,423 | |
|
COLUMN PARK ASSET MANAGEMENT, LP
CRD 169730
|
COCOA BEACH, FL, United States | $148,791,000 | |
|
SANDENA, INC.
CRD 322947
|
SAN DIEGO, CA, United States | $148,779,499 | |
|
WAGNER WEALTH MANAGEMENT, CORP.
CRD 324196
|
CONYNGHAM, PA, United States | $148,685,773 | |
|
PEERLESS WEALTH LLC
CRD 305807
|
COLUMBUS, OH, United States | $148,652,650 | |
|
QUANTUM FINANCIAL PARTNERS LLC
CRD 138112
|
OVERLAND PARK, KS, United States | $148,559,060 | |
|
BEACON HILL WEALTH MANAGEMENT LTD
CRD 325860
|
VICTORIA, BC, Canada | $148,554,973 | |
|
CURTIS WEALTH MANAGEMENT LLC
CRD 312245
|
HENDERSON, NV, United States | $148,504,942 | |
|
SONNET, LLC
CRD 282882
|
SPRING, TX, United States | $148,431,321 | |
|
ACCUMULATOR OPERATIONS LLC
CRD 341270
|
CORAL GABLES, FL, United States | $148,405,174 | |
|
ARBORFI ADVISORS, LLC
CRD 305009
|
ANN ARBOR, MI, United States | $148,397,411 | |
|
PRESTIGE WEALTH MANAGEMENT, INC.
CRD 336264
|
SOUTHLAKE, TX, United States | $148,381,816 | |
|
DELLORA INVESTMENTS LP
CRD 310885
|
GREENWICH, CT, United States | $148,379,005 | |
|
TOWNSEND FINANCIAL PLANNING, LLC
CRD 141571
|
MT. STERLING, KY, United States | $148,313,084 | |
|
TSAI CAPITAL CORPORATION
CRD 137578
|
$148,292,324 |