Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
STERLING FINANCIAL ADVISORS, LLC
CRD 107783
|
$144,596,398 | ||
|
SCENIC MANAGEMENT LLC
CRD 315808
|
SAN FRANCISCO, CA, United States | $144,587,687 | |
|
COLUMBUS STREET WEALTH MANAGEMENT, LLC
CRD 301788
|
DUBLIN, OH, United States | $144,549,263 | |
|
A.G.P. ASSET MANAGEMENT LLC
CRD 339720
|
NEW YORK, NY, United States | $144,457,810 | |
|
MWM WEALTH ADVISORY, LLC
CRD 287705
|
PLYMOUTH, MN, United States | $144,400,000 | |
|
CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361
|
DALLAS, TX, United States | $144,386,627 | |
|
RENAISSANCE CAPITAL LLC
CRD 109945
|
STAMFORD, CT, United States | $144,300,000 | |
|
GLOVER PARK WEALTH MANAGEMENT, LLC
CRD 309793
|
ARLINGTON, VA, United States | $144,252,021 | |
|
BLUE ANCHOR WEALTH ADVISORS, LLC
CRD 307522
|
KETCHIKAN, AK, United States | $144,203,105 | |
|
ASSET MANAGEMENT CONSULTING SERVICES, INC.
CRD 128793
|
LIVINGSTON, NJ, United States | $144,195,053 | |
|
TOTEM POINT MANAGEMENT, LLC
CRD 169824
|
NEW YORK, NY, United States | $144,160,933 | |
|
BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.
CRD 297648
|
TORONTO, ONTARIO, Canada | $144,159,401 | |
|
BONA FIDE WEALTH, LLC
CRD 330982
|
$144,155,656 | ||
|
AVIATOR FINANCIAL CONSULTING LLC
CRD 307799
|
MONTGOMERY, TX, United States | $144,147,405 | |
|
SHELTER WEALTH STRATEGIES, LLC
CRD 170655
|
HOUSTON, TX, United States | $144,141,193 | |
|
SUMMA GLOBAL ADVISORS, LLC
CRD 148713
|
CLACKAMAS, OR, United States | $144,123,398 | |
|
VAN DIEST CAPITAL, LLC
CRD 334743
|
POLK CITY, IA, United States | $144,104,427 | |
|
PRIVATE LANE CAPITAL, LLC
CRD 124999
|
$144,086,780 | ||
|
JAMES I. BLACK & COMPANY
CRD 1249
|
LAKELAND, FL, United States | $144,067,165 | |
|
TACTIVEST, LLC
CRD 173309
|
$144,040,554 | ||
|
PMG FAMILY OFFICE, LLC
CRD 312154
|
PLANO, TX, United States | $144,001,478 | |
|
HAVEN CAPITAL GROUP, INC.
CRD 149641
|
WESTLAKE VILLAGE, CA, United States | $143,939,449 | |
|
RUSHMONT CAPITAL MANAGEMENT, LP
CRD 333041
|
NEW YORK, NY, United States | $143,916,878 | |
|
KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
|
SOUTH BEND, IN, United States | $143,906,000 | |
|
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
CRD 287809
|
WAYNE, PA, United States | $143,872,405 | |
|
BGV FINANCIAL ADVISORS USA, LLC
CRD 324511
|
MIAMI, FL, United States | $143,820,146 | |
|
CORE WEALTH ADVISORS, LLC
CRD 157436
|
INDIANAPOLIS, IN, United States | $143,776,874 | |
|
AQUA CAPITAL ADVISORS LLC
CRD 151887
|
LOS ANGELES, CA, United States | $143,769,398 | |
|
CHASTAIN WEALTH MANAGEMENT, LLC
CRD 285551
|
$143,762,474 | ||
|
ORTELIUS CAPITAL PARTNERS, LLC
CRD 138284
|
$143,754,825 | ||
|
ARISTA ADVISORY GROUP, LLC
CRD 285722
|
ALBANY, NY, United States | $143,681,257 | |
|
PROCORE ADVISORS, LLC
CRD 289037
|
NEWPORT BEACH, CA, United States | $143,665,154 | |
|
FOG CITY ADVISORS, LLC
CRD 321822
|
ALBANY, CA, United States | $143,621,170 | |
|
STAR CAPITAL INC.
CRD 171057
|
EDINA, MN, United States | $143,595,858 | |
|
TODO CAPITAL, LLC
CRD 167858
|
$143,565,870 | ||
|
MLG FUND MANAGER LLC
CRD 335692
|
BROOKFIELD, WI, United States | $143,562,286 | |
|
SERVANT FINANCIAL, LTD.
CRD 135183
|
$143,552,690 | ||
|
WHITE OAK FINANCIAL MANAGEMENT, INC
CRD 142615
|
ASHEVILLE, NC, United States | $143,496,066 | |
|
MAYFIELD ADVISORS, INC.
CRD 144072
|
PALO ALTO, CA, United States | $143,464,721 | |
|
GSV ASSET MANAGEMENT, LLC
CRD 154664
|
DALLAS, TX, United States | $143,370,036 | |
|
ETNA CAPITAL MANAGEMENT COMPANY LIMITED
CRD 330644
|
HONG KONG, Hong Kong | $143,300,582 | |
|
LYNCH INVESTMENT PLANNING, LLC
CRD 115956
|
NEWTOWN SQUARE, PA, United States | $143,250,844 | |
|
FOUR LION CAPITAL, LP
CRD 333602
|
NEW YORK, NY, United States | $143,246,081 | |
|
MARTINSEN WEALTH MANAGEMENT, LLC
CRD 332433
|
TEMPE, AZ, United States | $143,208,495 | |
|
CYCAP PARTNERS, LLC
CRD 335347
|
TALLAHASSEE, FL, United States | $143,204,838 | |
|
GRANITE STATE RETIREMENT PLANNING, INC.
CRD 141899
|
BEDFORD, NH, United States | $143,154,979 | |
|
FOREST CAPITAL OPERATING COMPANY LLC
CRD 325514
|
CHARLOTTE, NC, United States | $143,151,940 | |
|
RIVERTREE WEALTH LLC
CRD 329595
|
LITTLE ROCK, AR, United States | $143,107,874 | |
|
PCG ASSET MANAGEMENT, LLC
CRD 148208
|
GLADSTONE, NJ, United States | $143,087,798 | |
|
S. R. SCHILL & ASSOCIATES, INC.
CRD 105864
|
MERCER ISLAND, WA, United States | $143,079,018 |