Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517
|
JOHNSTOWN, CO, United States | $139,848,519 | |
|
JEMMA INVESTMENT ADVISORS LLC
CRD 284198
|
BALTIMORE, MD, United States | $139,832,219 | |
|
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
CRD 159304
|
WEST HARTFORD, CT, United States | $139,819,172 | |
|
TONKA CAPITAL PARTNERS, LLC
CRD 298336
|
MINNETONKA, MN, United States | $139,803,027 | |
|
BLUE STAR WEALTH MANAGEMENT LLC
CRD 337253
|
LAKE MARY, FL, United States | $139,798,843 | |
|
LEGACY PCG, LLC
CRD 283909
|
NEWPORT, CA, United States | $139,763,641 | |
|
OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
|
FLANDERS, NJ, United States | $139,739,351 | |
|
KADITA PARTNERS PTE. LTD.
CRD 326660
|
SINGAPORE, Singapore | $139,726,395 | |
|
IMPERITY WEALTH ALLIANCE LLC
CRD 339113
|
MELVILLE, NY, United States | $139,699,291 | |
|
ROSS WEALTH ADVISORS, LLC
CRD 304359
|
COLUMBUS, OH, United States | $139,697,583 | |
|
MONETARY SOLUTIONS, LTD.
CRD 121217
|
DAYTON, OH, United States | $139,673,953 | |
|
CONTRARY LEGACY LLC
CRD 325014
|
$139,651,262 | ||
|
COOMBS WEALTH ADVISORY, LLC
CRD 281132
|
BLUE BELL, PA, United States | $139,646,139 | |
|
HAVERSTOCK CAPITAL LLP
CRD 340312
|
LONDON, United Kingdom | $139,609,558 | |
|
BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
|
AUBURN, MA, United States | $139,591,676 | |
|
SIKORSKI WEALTH MANAGEMENT, LLC
CRD 312805
|
SAN DIEGO, CA, United States | $139,584,563 | |
|
CLARITY RETIREMENT & WEALTH, LLC
CRD 337718
|
NEW BEDFORD, MA, United States | $139,547,607 | |
|
ALTERIS CAPITAL PARTNERS, LLC
CRD 335079
|
HOUSTON, TX, United States | $139,530,282 | |
|
TEZA CAPITAL MANAGEMENT LLC
CRD 173124
|
CHICAGO, IL, United States | $139,526,000 | |
|
TELOS PARTNERS LLC
CRD 340922
|
AVON, CT, United States | $139,462,878 | |
|
GROSS DOMESTIC PRODUCT, INC
CRD 147588
|
$139,443,481 | ||
|
BRAESIDE INVESTMENTS, LLC
CRD 131184
|
DALLAS, TX, United States | $139,434,392 | |
|
MARVEL FINANCIAL PLANNING, INC.
CRD 327420
|
$139,393,628 | ||
|
JAMES SCOTT S CO
CRD 105861
|
FALLS CHURCH, VA, United States | $139,382,237 | |
|
BEYOND WEALTH MANAGEMENT GROUP, LLC
CRD 293291
|
NEW PALTZ, NY, United States | $139,350,128 | |
|
TNL ASSET MANAGEMENT LLC
CRD 137419
|
BOULDER, CO, United States | $139,304,000 | |
|
CLEARWATER CAPITAL MANAGEMENT LLC
CRD 115283
|
$139,300,000 | ||
|
CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC
CRD 162673
|
DALLAS, TX, United States | $139,300,000 | |
|
LANE GENERATIONAL LLC
CRD 309619
|
$139,283,759 | ||
|
RAVEN CAPITAL MANAGEMENT LLC
CRD 164755
|
NEW YORK, NY, United States | $139,262,557 | |
|
LEGACY FINANCIAL ADVISORS II, LLC
CRD 309156
|
$139,169,629 | ||
|
BENOLD FINANCIAL PLANNING INC.
CRD 134258
|
$139,050,428 | ||
|
RAND ADVISORS, LLC
CRD 172839
|
$139,023,447 | ||
|
STONEBRIAR WEALTH, LLC
CRD 327618
|
LEHI, UT, United States | $139,000,000 | |
|
INTEGRA FINANCIAL, INC.
CRD 113422
|
GREENWOOD VILLAGE, CO, United States | $138,979,102 | |
|
TWENTY TWENTY INVESTMENT ADVISORS,LLC
CRD 128086
|
$138,978,900 | ||
|
GUNDER WEALTH MANAGEMENT, LLC
CRD 301258
|
$138,972,411 | ||
|
SOUTHPAW CP MANAGER LP
CRD 339218
|
DALLAS, TX, United States | $138,924,599 | |
|
BROOKTREE CAPITAL MANAGEMENT INC.
CRD 114173
|
GRAND RAPIDS, MI, United States | $138,924,111 | |
|
SILVERHAWK CAPITAL PARTNERS, LLC
CRD 161678
|
OVERLAND PARK, KS, United States | $138,911,785 | |
|
ADVANTAGE INVESTING, INC.
CRD 116059
|
CORAL GABLES, FL, United States | $138,851,510 | |
|
BLAIR HALL ADVISORS, LLC
CRD 170114
|
$138,834,786 | ||
|
SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
|
AVONDALE, AZ, United States | $138,830,486 | |
|
WISDOM WEALTH INVESTMENT ADVISORS LLC
CRD 170536
|
PHOENIX, AZ, United States | $138,796,319 | |
|
BROUSSARD FINANCIAL GROUP, LLC
CRD 123724
|
KAPLAN, LA, United States | $138,790,787 | |
|
PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC
CRD 337750
|
MIAMI BEACH, FL, United States | $138,756,802 | |
|
DORATO CAPITAL MANAGEMENT
CRD 110097
|
$138,742,554 | ||
|
METANOIA FINANCIAL, LLC
CRD 152366
|
$138,738,666 | ||
|
HOWLAND AND ASSOCIATES, LLC
CRD 106963
|
ST PETERSBURG, FL, United States | $138,704,932 | |
|
REVERE CAPITAL MANAGEMENT LP
CRD 306662
|
DALLAS, TX, United States | $138,693,800 |