Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ARTIENCE CAPITAL MANAGEMENT, LLC
CRD 150762
|
$146,661,730 | ||
|
MONEY MANAGERS, INC.
CRD 104529
|
SAN ANTONIO, TX, United States | $146,610,211 | |
|
LARSEN, GLEN ALLEN
CRD 118496
|
SALT LAKE CITY, UT, United States | $146,605,113 | |
|
WEALTHGEN ADVISORS, LLC
CRD 306196
|
SARASOTA, FL, United States | $146,600,000 | |
|
STONE STEPS FINANCIAL, LLC
CRD 175289
|
ENCINITAS, CA, United States | $146,585,773 | |
|
LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
|
AUSTIN, TX, United States | $146,558,414 | |
|
FP STRATEGIES LLC
CRD 337701
|
SAN JUAN, PR, United States | $146,533,127 | |
|
MOELIS CAPITAL PARTNERS LLC
CRD 154219
|
NEW YORK, NY, United States | $146,518,755 | |
|
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
CRD 155652
|
KING OF PRUSSIA, PA, United States | $146,485,000 | |
|
MFG INVESTMENTS, LLC
CRD 125122
|
MEDFORD, NJ, United States | $146,476,000 | |
|
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 288537
|
GREENWOOD VILLAGE, CO, United States | $146,470,911 | |
|
ULTA WEALTH MANAGEMENT, LLC
CRD 310879
|
LAS VEGAS, NV, United States | $146,470,000 | |
|
J. MARK NICKELL & CO.
CRD 111635
|
BRENTWOOD, TN, United States | $146,425,524 | |
|
THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
|
COLUMBUS, OH, United States | $146,398,143 | |
|
FORT ADVISORS INC
CRD 299243
|
AUSTIN, TX, United States | $146,334,109 | |
|
BIRD ROCK ASSET MANAGEMENT, LP.
CRD 138872
|
AUSTIN, TX, United States | $146,306,159 | |
|
ESSEX RIDGE CAPITAL GROUP, LLC
CRD 145795
|
ST. LOUIS, MO, United States | $146,264,395 | |
|
WELLINGTON-ALTUS USA INC.
CRD 297314
|
WINNIPEG, MANITOBA, Canada | $146,247,096 | |
|
CURA & SENECTUS INVESTMENT AG
CRD 294103
|
VADUZ, VADUZ, Liechtenstein | $146,211,152 | |
|
WEST TOWER GROUP, LLC
CRD 323520
|
RICHMOND, VA, United States | $146,204,838 | |
|
GUNCHEON FINANCIAL LLC
CRD 277091
|
DUBUQUE, IA, United States | $146,201,122 | |
|
KRUSE ASSET MANAGEMENT, LLC
CRD 143204
|
CHICAGO, IL, United States | $146,200,000 | |
|
WESTBOUND EQUITY MANAGEMENT, LLC
CRD 306955
|
PALO ALTO, CA, United States | $146,180,175 | |
|
FMB RETIREMENT SERVICES
CRD 164571
|
WESTLAKE VILLAGE, CA, United States | $146,154,573 | |
|
JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
|
NASHVILLE, TN, United States | $146,151,672 | |
|
MANNA WEALTH MANAGEMENT INC.
CRD 332313
|
MIAMI BEACH, FL, United States | $146,137,215 | |
|
PETERSON INVESTMENT MANAGEMENT INC
CRD 105634
|
$146,121,289 | ||
|
ANKERSTAR WEALTH, LLC
CRD 170819
|
LEANDER, TX, United States | $146,064,973 | |
|
CORE ALPHA, INC.
CRD 119635
|
ROCHESTER, NY, United States | $146,054,102 | |
|
CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
|
CHATTANOOGA, TN, United States | $146,049,639 | |
|
MILLENNIAL WEALTH ADVISORS, LLC
CRD 174201
|
$146,048,654 | ||
|
MFG WEALTH MANAGEMENT, INC.
CRD 125963
|
INDIANAPOLIS, IN, United States | $146,030,774 | |
|
ARDENWOOD ADVISORS, LLC
CRD 337412
|
$146,025,615 | ||
|
MERCANTILE ADVISORS I, LLC
CRD 165094
|
WICHITA FALLS, TX, United States | $146,003,313 | |
|
FC WEALTH, INC.
CRD 333296
|
BELLEVUE, WA, United States | $146,000,000 | |
|
ALPHA CAPITAL ADVISORS, INC.
CRD 138825
|
BANGOR, ME, United States | $145,988,854 | |
|
KMF INVESTMENTS MANAGEMENT, LLC
CRD 146210
|
$145,965,000 | ||
|
NORTH COMPASS FINANCIAL ADVISORS, LLC
CRD 146626
|
GRAND RAPIDS, MN, United States | $145,961,708 | |
|
THE STEWARDSHIP CENTER,INC.
CRD 112626
|
$145,947,279 | ||
|
CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602
|
OKEMOS, MI, United States | $145,905,522 | |
|
KI CAPITAL WEALTH MANAGEMENT US LLC
CRD 317738
|
MIAMI, FL, United States | $145,850,933 | |
|
SCALEBUILDER, LLC
CRD 313276
|
NEW YORK, NY, United States | $145,835,020 | |
|
BLUEWATER WEALTH ADVISORS, LLC
CRD 330078
|
VESTAVIA HILLS, AL, United States | $145,781,465 | |
|
BLUEPRINT WEALTH MANAGEMENT, LLC
CRD 169997
|
THE VILLAGES, FL, United States | $145,725,885 | |
|
SUMMIT HILL WEALTH MANAGEMENT, LLC
CRD 296740
|
GREENWOOD VILLAGE, CO, United States | $145,673,103 | |
|
CORNERSTONE WEALTH ADVISORS, INC.
CRD 309544
|
CARLSBAD, CA, United States | $145,630,000 | |
|
SOMERSET GROUP LLC
CRD 160282
|
WAYZATA, MN, United States | $145,625,818 | |
|
THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
|
NEEDHAM, MA, United States | $145,615,428 | |
|
OWLHOUSE CAPITAL LP
CRD 328210
|
NEW YORK, NY, United States | $145,608,926 | |
|
OCTOBER EFFECT LTD.
CRD 281369
|
VIRGINIA BEACH, VA, United States | $145,595,475 |