Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BOURKE WEALTH MANAGEMENT
CRD 297957
|
SANTA BARBARA, CA, United States | $141,443,457 | |
|
OLYMPUS PEAKS FINANCIAL, LLC
CRD 283040
|
SANDY, UT, United States | $141,443,347 | |
|
MJB ASSET MANAGEMENT LLC
CRD 109940
|
NEW YORK, NY, United States | $141,379,874 | |
|
ST. CLAIR FINANCIAL LLC
CRD 151251
|
ROSEVILLE, CA, United States | $141,302,317 | |
|
DERIVE WEALTH LLC
CRD 284619
|
PASADENA, CA, United States | $141,290,000 | |
|
MARKLE FINANCIAL LLC
CRD 302088
|
LARAMIE, WY, United States | $141,212,159 | |
|
FRUGE' CAPITAL ADVISORS, LLC
CRD 149447
|
OXFORD, MS, United States | $141,208,889 | |
|
STORMS & ROWDON FINANCIAL SERVICES, INC.
CRD 334690
|
ORMOND BEACH, FL, United States | $141,159,549 | |
|
ARTHUR STEIN FINANCIAL, LLC
CRD 160627
|
BETHESDA, MD, United States | $141,154,633 | |
|
GREENBERG GARY LOUIS
CRD 108423
|
EDEN PRAIRIE, MN, United States | $141,122,774 | |
|
HAWTHORN CAPITAL MANAGEMENT, LLC
CRD 140752
|
$141,100,000 | ||
|
LITTLEFIELD ASSET MANAGEMENT, INC.
CRD 109602
|
$141,077,612 | ||
|
DOUGHERTY & ASSOCIATES, LLC
CRD 142284
|
SPRING HILL, FL, United States | $141,071,329 | |
|
MERCURIO & ASSOCIATES INC.
CRD 283632
|
LOUISVILLE, KY, United States | $141,065,289 | |
|
MARATHON WEALTH PARTNERS, INC
CRD 337665
|
$141,062,198 | ||
|
ENTRUST INVESTMENT SERVICES, INC
CRD 324860
|
CAMPBELL, CA, United States | $141,061,839 | |
|
LIFEPLAN FINANCIAL, LLC
CRD 136981
|
MANKATO, MN, United States | $141,037,349 | |
|
CLEMENT STREET CAPITAL LLC
CRD 159684
|
DOWNERS GROVE, IL, United States | $141,012,444 | |
|
FORTUNE FINANCIAL GROUP, INC.
CRD 111378
|
$141,000,000 | ||
|
LIBERTY ASSET MANAGEMENT, LLC
CRD 142094
|
ALLENTOWN, PA, United States | $140,990,247 | |
|
ADDITIVE ADVISORY PBC
CRD 283979
|
MEMPHIS, TN, United States | $140,930,286 | |
|
STABILITY PARTNERS ADVISORY GROUP, LLC
CRD 165880
|
SPRING, TX, United States | $140,914,174 | |
|
WOLVERINE WEALTH ADVISORY SERVICES INC.
CRD 146564
|
BLOOMFIELD HILLS, MI, United States | $140,898,085 | |
|
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
CRD 19396
|
WILMINGTON, DE, United States | $140,845,836 | |
|
IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
|
MESA, AZ, United States | $140,823,690 | |
|
MPWA, INC.
CRD 148484
|
BAKERSFIELD, CA, United States | $140,785,000 | |
|
SHERMAN ASSET MANAGEMENT, INC.
CRD 170861
|
VENTURA, CA, United States | $140,759,518 | |
|
DLK INVESTMENT ADVISORS, LLC
CRD 328897
|
MERCER ISLAND, WA, United States | $140,734,631 | |
|
VERTIS WEALTH, LLC
CRD 307270
|
CHICAGO, IL, United States | $140,670,604 | |
|
CLEAR SKY FINANCIAL, LP
CRD 298551
|
PROSPER, TX, United States | $140,560,725 | |
|
RSG INVESTMENTS LLC
CRD 323527
|
OVERLAND PARK, KS, United States | $140,527,178 | |
|
ACTITRUST WEALTH MANAGEMENT LLC
CRD 284827
|
PLANTATION, FL, United States | $140,515,766 | |
|
MILLINGTON SECURITIES, LLC
CRD 147298
|
RED BANK, NJ, United States | $140,511,839 | |
|
STEELE STREET CAPITAL LLC
CRD 331520
|
PORTSMOUTH, NH, United States | $140,457,240 | |
|
PLAN FIRST WEALTH LLC
CRD 289185
|
$140,315,313 | ||
|
MICROVEST CAPITAL MANAGEMENT, LLC
CRD 153395
|
WASHINGTON, DC, United States | $140,250,796 | |
|
OLIVE BRANCH CAPITAL, LLC
CRD 302094
|
$140,247,773 | ||
|
SAVIOR LLC
CRD 299178
|
WELLESLEY, MA, United States | $140,239,469 | |
|
EXCOMP ASSET MANAGEMENT LTD
CRD 110434
|
MELVILLE, NY, United States | $140,218,941 | |
|
MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLC
CRD 336266
|
CHICAGO, IL, United States | $140,201,500 | |
|
AGMAN CAPITAL LLC
CRD 334799
|
OMAHA, NE, United States | $140,197,963 | |
|
HOYA CAPITAL REAL ESTATE, LLC
CRD 281848
|
ROWAYTON, CT, United States | $140,148,397 | |
|
HEATON FINANCIAL, PC
CRD 134578
|
CEDAR CITY, UT, United States | $140,139,000 | |
|
QM ADVISORS LLC
CRD 297438
|
$140,091,484 | ||
|
BOSMAN WEALTH MANAGEMENT, LLC
CRD 290550
|
REDLANDS, CA, United States | $140,080,363 | |
|
FLAGSHIP INVESTMENT MANAGEMENT LLC
CRD 332788
|
HOUSTON, TX, United States | $140,035,784 | |
|
LARSON WILLIAMS WEALTH ADVISORS, LLC
CRD 311414
|
CEDAR CITY, UT, United States | $140,020,131 | |
|
CHIPSER WEALTH MANAGEMENT, LLC
CRD 306396
|
DESTIN, FL, United States | $140,000,000 | |
|
FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886
|
CHICAGO, IL, United States | $140,000,000 | |
|
CLAREMONT FINANCIAL GROUP,INC.
CRD 107806
|
CLAREMONT, CA, United States | $139,962,948 |