Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
CRD 146778
|
NEWPORT BEACH, CA, United States | $148,259,042 | |
|
SKYLINE FINANCIAL NORTHWEST LLC
CRD 146844
|
PORTLAND, OR, United States | $148,256,886 | |
|
H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
|
SOUTHERN PINES, NC, United States | $148,240,000 | |
|
QUORUS INC.
CRD 323161
|
WESTPORT, CT, United States | $148,224,228 | |
|
HUNDREDFOLD ADVISORS, LLC
CRD 131854
|
VIRGINIA BEACH, VA, United States | $148,216,588 | |
|
STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD 328185
|
HOUSTON, TX, United States | $148,120,106 | |
|
MUELLER WEALTH, LLC
CRD 306943
|
MISHICOT, WI, United States | $148,102,768 | |
|
NICH CAPITAL PARTNERS, INC.
CRD 159260
|
$148,032,651 | ||
|
BROADWING CAPITAL ADVISORS, INC.
CRD 127513
|
LARKSPUR, CA, United States | $148,008,273 | |
|
AXIA WEALTH MANAGEMENT INC
CRD 155890
|
BEND, OR, United States | $148,002,969 | |
|
TOTAL WEALTH SOLUTIONS, INC.
CRD 327794
|
LOS ALTOS, CA, United States | $148,000,000 | |
|
BARRETT WEALTH CONNECTION LLC
CRD 161020
|
SPRING GROVE, IL, United States | $147,971,168 | |
|
PALLER FINANCIAL SERVICES, INC.
CRD 161531
|
CENTENNIAL, CO, United States | $147,888,846 | |
|
GEOVEST ADVISORS INC
CRD 105906
|
FAIRPORT, NY, United States | $147,857,163 | |
|
PERKINS CAPITAL MANAGEMENT INC
CRD 105028
|
WAYZATA, MN, United States | $147,842,093 | |
|
BULWARK CAPITAL CORPORATION
CRD 139266
|
$147,764,856 | ||
|
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
CRD 314171
|
$147,743,575 | ||
|
CATCHMENT CAPITAL, L.P.
CRD 335631
|
NEW YORK, NY, United States | $147,710,000 | |
|
TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
|
WATERLOO, IA, United States | $147,702,966 | |
|
FLYOVER CAPITAL PARTNERS, LLC
CRD 173709
|
KANSAS CITY, MO, United States | $147,624,164 | |
|
FINANCIAL AVENUES LLC
CRD 153458
|
$147,618,248 | ||
|
AWH CAPITAL, L.P.
CRD 146740
|
DALLAS, TX, United States | $147,559,612 | |
|
PLAN2THRIVE FINANCIAL, LLC
CRD 317005
|
ELDRIDGE, IA, United States | $147,546,146 | |
|
STEMBROOK ASSET MANAGEMENT, LLC
CRD 144116
|
RED BANK, NJ, United States | $147,516,006 | |
|
RENAISSANCE HOLDINGS, LLC
CRD 175254
|
RIDGELAND, MS, United States | $147,482,035 | |
|
CHUNG WU INVESTMENT GROUP, LLC
CRD 170362
|
SUGAR LAND, TX, United States | $147,478,605 | |
|
PEACHCAP TAX & ADVISORY, LLC
CRD 158729
|
ATLANTA, GA, United States | $147,477,373 | |
|
EDMP, INC.
CRD 110248
|
LUTZ, FL, United States | $147,370,416 | |
|
BLUE BEAR FINANCIAL, LLC
CRD 331226
|
$147,365,028 | ||
|
FIT ASSET MANAGEMENT, LLC
CRD 281494
|
CENTENNIAL, CO, United States | $147,354,417 | |
|
OUTLOOK CAPITAL MANAGEMENT, LLC
CRD 132339
|
ARLINGTON HEIGHTS, IL, United States | $147,352,953 | |
|
CHELSEA ADVISORY SERVICES, INC
CRD 150791
|
STATEN ISLAND, NY, United States | $147,350,970 | |
|
RABE INVESTMENT CONSULTING GROUP
CRD 316029
|
RICHFIELD, OH, United States | $147,344,962 | |
|
HORIZON WEALTH INVESTMENT SOLUTIONS LLC
CRD 333752
|
DENVER, CO, United States | $147,239,402 | |
|
CROSS BORDER FINANCIAL PLANNING USA LLC
CRD 317154
|
PHILADELPHIA, PA, United States | $147,228,501 | |
|
BURGESS INVESTMENT GROUP, LLC
CRD 318698
|
GREENVILLE, SC, United States | $147,135,626 | |
|
WEALTHPOINT FINANCIAL LLC
CRD 332312
|
CRAMERTON, NC, United States | $147,097,327 | |
|
SPARK FINANCIAL ADVISORS, LLC
CRD 296914
|
RICHMOND, VA, United States | $147,096,626 | |
|
CROSS SHORE CAPITAL MANAGEMENT, LLC
CRD 136650
|
GREAT NECK, NY, United States | $147,092,605 | |
|
ELITE LIFE MANAGEMENT LLC
CRD 310917
|
ERIE, PA, United States | $147,036,608 | |
|
ENTELEVEST, LLC
CRD 318115
|
CORAL GABLES, FL, United States | $147,032,517 | |
|
THE WEALTH ADVISORY TEAM, LLC
CRD 124957
|
BELLEVUE, KY, United States | $147,000,000 | |
|
GLOBAL WEALTH STRATEGIES LLC
CRD 127059
|
PALO ALTO, CA, United States | $147,000,000 | |
|
ORION GLOBAL ADVISORS US INC
CRD 342436
|
LAS VEGAS, NV, United States | $147,000,000 | |
|
HERITAGE CAPITAL, LLC
CRD 127650
|
WOODBRIDGE, CT, United States | $146,923,516 | |
|
KOON FINANCIAL PLANNING & CONSULTING, LLC
CRD 126051
|
GREENWOOD, IN, United States | $146,915,865 | |
|
PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
|
NORWOOD, MA, United States | $146,889,279 | |
|
BWA, LLC
CRD 154878
|
SAN MATEO, CA, United States | $146,886,515 | |
|
CLF ASSET MANAGEMENT, INC.
CRD 284060
|
MADISON, WI, United States | $146,884,969 | |
|
HOBBS WEALTH MANAGEMENT, LLC
CRD 325374
|
ZIONSVILLE, IN, United States | $146,673,348 |