Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
VERUS WEALTH MANAGEMENT, LLC
CRD 323130
|
DE PERE, WI, United States | $143,077,574 | |
|
BLANK EQUITY MANAGEMENT LLC
CRD 153570
|
PORT WASHINGTON, NY, United States | $143,021,910 | |
|
GERSTEMEIER FINANCIAL GROUP,LLC
CRD 127052
|
$142,959,605 | ||
|
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
|
OLYMPIA, WA, United States | $142,935,403 | |
|
FEATHERINGILL CAPITAL, LLC
CRD 299523
|
BIRMINGHAM, AL, United States | $142,916,072 | |
|
TCM ADVISORS, LLC
CRD 147445
|
$142,887,213 | ||
|
STONE WEALTH PARTNERS LLC
CRD 308429
|
LAFAYETTE, LA, United States | $142,879,888 | |
|
APPIAN WAY FINANCIAL LLC
CRD 168109
|
PASADENA, CA, United States | $142,870,837 | |
|
APPLIED FUNDAMENTAL RESEARCH, LLC
CRD 167645
|
CAMBRIDGE, MA, United States | $142,861,474 | |
|
EN ENTERPRISES, LLC
CRD 337964
|
NORTH LIBERTY, IA, United States | $142,735,811 | |
|
ULTRA ADVISORY GROUP LLC
CRD 338775
|
IRVINE, CA, United States | $142,609,950 | |
|
BRETT JOSEY WEALTH MANAGEMENT LLC
CRD 107870
|
$142,609,391 | ||
|
KOPION ASSET MANAGEMENT, LLC
CRD 152693
|
MCKINNEY, TX, United States | $142,578,253 | |
|
PERSONALIZED FINANCIAL SOLUTIONS LLC
CRD 306475
|
CLEARWATER, FL, United States | $142,558,870 | |
|
VCP FINANCIAL LLC
CRD 167901
|
STATEN ISLAND, NY, United States | $142,555,551 | |
|
STEPHEN J. GARRY & ASSOCIATES, LLC
CRD 295068
|
GARDEN CITY, NY, United States | $142,552,831 | |
|
VISTA CIMA WEALTH MANAGEMENT LLC
CRD 304672
|
$142,544,246 | ||
|
RITTMANN CAPITAL MANAGEMENT CO
CRD 108762
|
MORAGA, CA, United States | $142,436,898 | |
|
STRATEGY, INC.
CRD 290104
|
LUBBOCK, TX, United States | $142,433,113 | |
|
CASTLETON PARTNERS, LLC
CRD 140873
|
$142,411,975 | ||
|
RJ PATTERSON CAPITAL INVESTMENT GROUP INC.
CRD 281752
|
SAN DIEGO, CA, United States | $142,396,919 | |
|
ALLSTATE FINANCIAL ADVISORS, LLC
CRD 109524
|
LINCOLN, NE, United States | $142,352,226 | |
|
NORTHWIND FINANCIAL LLC
CRD 342069
|
BEND, OR, United States | $142,241,176 | |
|
SAPPHIRE STAR CAPITAL LLC
CRD 226665
|
REDMOND, WA, United States | $142,217,339 | |
|
CROWN MANAGEMENT ADVISORS, LLC
CRD 326369
|
ATLANTA, GA, United States | $142,189,038 | |
|
J. L. PERKINS WEALTH MANAGEMENT, LLC
CRD 174308
|
MACON, GA, United States | $142,180,370 | |
|
LTG CAPITAL LLC
CRD 128216
|
FRAMINGHAM, MA, United States | $142,173,011 | |
|
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
|
EDINA, MN, United States | $142,137,000 | |
|
FOOTHILLS ADVISORS, LLC
CRD 298408
|
CAVE CREEK, AZ, United States | $142,096,859 | |
|
BARNETT & CO INC
CRD 105867
|
CHATTANOOGA, TN, United States | $142,016,348 | |
|
HEYDORN STONE CAPITAL MANAGEMENT LLC
CRD 125903
|
LARCHMONT, NY, United States | $142,014,260 | |
|
FORTRESS FINANCIAL SOLUTIONS, LLC
CRD 143969
|
TUCSON, AZ, United States | $142,011,990 | |
|
LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
|
SPOKANE, WA, United States | $142,000,000 | |
|
SYNDICATED CAPITAL, INC.
CRD 29037
|
BREA, CA, United States | $141,993,039 | |
|
ABDIEL CAPITAL ADVISORS, LP
CRD 161410
|
NEW YORK, NY, United States | $141,929,097 | |
|
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
CRD 108998
|
BOCA RATON, FL, United States | $141,926,313 | |
|
MIDWEST FINANCIAL NETWORK, LLC
CRD 302095
|
TINLEY PARK, IL, United States | $141,924,737 | |
|
KENNONDALE CAPITAL MANAGEMENT, LLC
CRD 299863
|
RICHMOND, VA, United States | $141,919,614 | |
|
SEVERIN INVESTMENTS LLC
CRD 166567
|
ST. LOUIS, MO, United States | $141,853,000 | |
|
STOCK MANAGEMENT LLC
CRD 113902
|
$141,780,647 | ||
|
PULLIAM FAMILY OFFICE, LLC
CRD 338839
|
CRESTED BUTTE, CO, United States | $141,743,358 | |
|
LANIER ASSET MANAGEMENT, LLC
CRD 150888
|
LOUISVILLE, KY, United States | $141,686,194 | |
|
PIVOT POINT ADVISORS, LLC
CRD 130562
|
BELLAIRE, TX, United States | $141,671,752 | |
|
OCTOBER WEALTH ADVISORS, INC
CRD 153993
|
FORT SMITH, AR, United States | $141,641,267 | |
|
EQUITY ADVISORS OF KENTUCKY INC
CRD 116398
|
LEXINGTON, KY, United States | $141,596,255 | |
|
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD 173288
|
LOS GATOS, CA, United States | $141,536,229 | |
|
THINK DIFFERENT FINANCIAL PLANNING LLC
CRD 312539
|
$141,525,076 | ||
|
KELLY PARK INVESTMENT LLC
CRD 299882
|
$141,500,000 | ||
|
INTEGRATED FINANCIAL CONSULTING, LLC
CRD 130920
|
AIRMONT, NY, United States | $141,472,440 | |
|
CLARITY INVESTMENTS + PLANNING LLC
CRD 148888
|
MOUNT KISCO, NY, United States | $141,470,960 |