Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MARCHAND FARIES FINANCIAL MANAGEMENT, INC.
CRD 107813
|
$138,663,958 | ||
|
WYNWOOD CAPITAL, LLC
CRD 284493
|
$138,663,211 | ||
|
STRATEGIC PROBABILITY PARTNERS, LLC
CRD 174441
|
$138,649,352 | ||
|
INVESTMENT & RETIREMENT ADVISORS, LLC
CRD 131741
|
MURFREESBORO, TN, United States | $138,633,720 | |
|
CB CAPITAL ADVISORS, LLC
CRD 147242
|
NEW YORK, NY, United States | $138,632,206 | |
|
CENTERSTAR ASSET MANAGEMENT, LLC
CRD 289928
|
CHICAGO, IL, United States | $138,601,644 | |
|
CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956
|
GREENWOOD VILLAGE, CO, United States | $138,597,000 | |
|
TKC WEALTH MANAGEMENT LLC
CRD 158498
|
DALLAS, TX, United States | $138,585,943 | |
|
STONE LOFT WEALTH MANAGEMENT LLC
CRD 337410
|
$138,550,000 | ||
|
COMPREHENSIVE PLANNING ASSOCIATES, INC.
CRD 115932
|
LEBANON, NH, United States | $138,440,661 | |
|
BLUEPRINT WEALTH MANAGEMENT ADVISORS LLC
CRD 166264
|
$138,431,859 | ||
|
SWP INVESTMENT MANAGEMENT LLC
CRD 331314
|
INDEPENDENCE, OH, United States | $138,428,164 | |
|
FSAM LLC
CRD 287851
|
ALPHARETTA, GA, United States | $138,395,189 | |
|
CMG WEALTH ADVISORS LLC
CRD 340600
|
MADISON, WI, United States | $138,350,338 | |
|
GARRISON BRADFORD & ASSOCIATES INC
CRD 105603
|
NEW YORK, NY, United States | $138,342,991 | |
|
STRATTON CAPITAL INVESTMENT ADVISORY LLC
CRD 307491
|
NEW YORK, NY, United States | $138,321,970 | |
|
WILDES FINANCIAL STRATEGIES, INC
CRD 289496
|
GEORGETOWN, SC, United States | $138,266,494 | |
|
MAYA ADVISORS, INC.
CRD 144325
|
PALO ALTO, CA, United States | $138,238,863 | |
|
PARAGON INVESTING, LLC
CRD 310897
|
$138,200,000 | ||
|
MARK BELL ADVISORY SERVICES, INC.
CRD 107114
|
CHICAGO, IL, United States | $138,197,606 | |
|
CALAMITA WEALTH MANAGEMENT INC.
CRD 153316
|
CHARLOTTE, NC, United States | $138,154,787 | |
|
BURR FINANCIAL SERVICES, LLC
CRD 323114
|
$138,061,061 | ||
|
ARBOR WEALTH MANAGEMENT, LLC
CRD 168774
|
TEMPE, AZ, United States | $138,051,761 | |
|
TANO CAPITAL, LLC
CRD 160367
|
SAN MATEO, CA, United States | $138,029,335 | |
|
DIVERSIFIED WEALTH ADVISORS, LLC
CRD 311903
|
KANSAS CITY, MO, United States | $138,000,000 | |
|
GIVING TREE WEALTH ADVISORS
CRD 312361
|
SAN RAMON, CA, United States | $137,997,072 | |
|
GLASSBEAD CAPITAL MANAGEMENT LLC
CRD 298816
|
MIAMI BEACH, FL, United States | $137,976,453 | |
|
WORTH FINANCIAL GROUP INC.
CRD 13478
|
DALLAS, TX, United States | $137,904,962 | |
|
AMERICAN INVESTMENT ADVISORS INC
CRD 104579
|
MADISON, WI, United States | $137,877,247 | |
|
LANDOLT SECURITIES, INC.
CRD 28352
|
LAKE BLUFF, IL, United States | $137,829,035 | |
|
VERICREST PRIVATE WEALTH, LLC
CRD 311111
|
NEWTOWN, PA, United States | $137,811,340 | |
|
TARHEEL ADVISORS, LLC
CRD 149308
|
CHAPEL HILL, NC, United States | $137,773,753 | |
|
STOCK FARM PARTNERS LLC
CRD 300060
|
PALO ALTO, CA, United States | $137,742,593 | |
|
ASHBAY CAPITAL, LLC
CRD 168788
|
NEW YORK,, NY, United States | $137,737,270 | |
|
FIEN CAPITAL MANAGEMENT, LLC
CRD 114951
|
ROCHESTER, NY, United States | $137,710,371 | |
|
APPLE & ASSOCIATES
CRD 126849
|
GRASS VALLEY, CA, United States | $137,703,665 | |
|
PRINCE ASSET MANAGEMENT, INC.
CRD 141567
|
SARASOTA, FL, United States | $137,697,000 | |
|
EUBANK, HUTSON & ASSOCIATES, LLC
CRD 226519
|
PLANO, TX, United States | $137,678,709 | |
|
RUGGIERO INVESTMENTS, INC.
CRD 169180
|
WEST PALM BEACH, FL, United States | $137,578,827 | |
|
KORVING & COMPANY LLC
CRD 152095
|
SUFFOLK, VA, United States | $137,537,282 | |
|
XXEC INC
CRD 108886
|
TULSA, OK, United States | $137,477,365 | |
|
BOX HILL PRIVATE WEALTH
CRD 322620
|
$137,466,560 | ||
|
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC
CRD 126670
|
HANOVER, NH, United States | $137,461,560 | |
|
SUSTAINVEST ASSET MANAGEMENT, LLC
CRD 166685
|
LINWOOD, NJ, United States | $137,419,175 | |
|
VISION INVESTMENT ADVISORS, LLC
CRD 109621
|
STAMFORD, CT, United States | $137,390,339 | |
|
KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
|
WATERLOO, IA, United States | $137,388,022 | |
|
ANTIPODEAN ADVISORS LLC
CRD 155091
|
$137,373,611 | ||
|
WALLENDER, TIMOTHY JOSEPH
CRD 138301
|
MANHATTAN BEACH, CA, United States | $137,315,774 | |
|
JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
|
BELLEVUE, WA, United States | $137,308,342 | |
|
SQN VENTURE PARTNERS, LLC
CRD 301483
|
CHARLESTON, SC, United States | $137,299,073 |