Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ARGUS INVESTORS' COUNSEL, INC.
CRD 106981
|
NEW YORK, NY, United States | $137,292,344 | |
|
JARAS FINANCIAL SERVICES, INC.
CRD 282126
|
$137,218,361 | ||
|
MILAGRE WEALTH MANAGEMENT, INC.
CRD 309185
|
WHITE PLAINS, NY, United States | $137,123,027 | |
|
21 WEST WEALTH MANAGEMENT LLC
CRD 304532
|
TUSTIN, CA, United States | $137,054,526 | |
|
HARGER AND COMPANY, INC.
CRD 10385
|
BATON ROUGE, LA, United States | $137,039,240 | |
|
RIDGELINE RESEARCH LLC
CRD 300807
|
$136,969,283 | ||
|
FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118
|
VIRGINIA BEACH, VA, United States | $136,948,016 | |
|
DIRECTIONAL ASSET MANAGEMENT, LLC
CRD 152859
|
ARLINGTON HEIGHTS, IL, United States | $136,932,000 | |
|
ASCENSION WEALTH PARTNERS, LLC
CRD 146451
|
PLEASANT HILL, CA, United States | $136,895,746 | |
|
ORBA WEALTH ADVISORS, LLC
CRD 297351
|
CHICAGO, IL, United States | $136,895,601 | |
|
PVA FINANCIAL LLC
CRD 312523
|
$136,853,656 | ||
|
COOKE WEALTH MANAGEMENT, LLC
CRD 127309
|
IRVINE, CA, United States | $136,851,490 | |
|
COORDINATED CAPITAL SECURITIES, INC.
CRD 14762
|
FORT ATKINSON, WI, United States | $136,837,741 | |
|
CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
|
MADISON, WI, United States | $136,834,321 | |
|
LEWIS CAPITAL MANAGEMENT, LLLP
CRD 112463
|
$136,832,438 | ||
|
RIVER CRESCENT ADVISORS, LLC
CRD 334629
|
SUFFOLK, VA, United States | $136,820,102 | |
|
CHAMPION ADVISORS LLC
CRD 149920
|
$136,814,087 | ||
|
SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
|
CHESHIRE, CT, United States | $136,788,247 | |
|
BLACK WALNUT WEALTH MANAGEMENT, LLC
CRD 337606
|
TRAVERSE CITY, MI, United States | $136,776,561 | |
|
RAND CAPITAL MANAGEMENT LLC
CRD 304504
|
BUFFALO, NY, United States | $136,707,933 | |
|
BEYOND INVESTING LLC
CRD 304093
|
$136,659,676 | ||
|
WEALTHKARE.COM, INC.
CRD 115111
|
MOUNT UNION, PA, United States | $136,653,708 | |
|
GRID 202 LLC
CRD 299357
|
NEW YORK, NY, United States | $136,632,421 | |
|
OLD BARN CAPITAL LLC
CRD 338745
|
$136,558,770 | ||
|
ELE ADVISORY SERVICES, INC
CRD 148228
|
SOUTHFIELD, MI, United States | $136,526,405 | |
|
AVENTUS INVESTMENT ADVISORS, INC.
CRD 153390
|
NAPLES, FL, United States | $136,489,439 | |
|
VANWEELDEN WEALTH MANAGEMENT, LLC
CRD 290308
|
WEST CHESTER TOWNSHIP, OH, United States | $136,480,000 | |
|
HENDERSON FINANCIAL GROUP LLC
CRD 333013
|
VIRGINIA BEACH, VA, United States | $136,405,284 | |
|
JOHN W. BROOKER & CO., CPAS, PC
CRD 105437
|
OAKLAND, CA, United States | $136,383,187 | |
|
BRIDGELIGHT CAPITAL LLC
CRD 154920
|
SCOTTSDALE, AZ, United States | $136,364,716 | |
|
GALILEO INVESTMENT MANAGEMENT LLC
CRD 169201
|
NEW YORK, NY, United States | $136,353,353 | |
|
ST. BERNARD FINANCIAL SERVICES, INC.
CRD 36956
|
RUSSELLVILLE, AR, United States | $136,237,104 | |
|
ICW HOLDINGS, LLC
CRD 319296
|
$136,214,815 | ||
|
STRATEGIC PORTFOLIO SOLUTIONS, LLC
CRD 156374
|
DALLAS, TX, United States | $136,210,586 | |
|
HORIZON CAPITAL MANAGEMENT, LLC
CRD 132113
|
LAKE FOREST, IL, United States | $136,184,309 | |
|
FITHIAN LLC
CRD 287509
|
NEW YORK, NY, United States | $136,172,994 | |
|
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
|
STATESVILLE, NC, United States | $136,154,234 | |
|
PARADIGM ADVISORS, L.L.C.
CRD 114515
|
DALLAS, TX, United States | $136,135,723 | |
|
CAPITOL FAMILY OFFICE, INC.
CRD 312005
|
BEAVERTON, OR, United States | $136,089,945 | |
|
WEALTHRISE FINANCIAL PLANNING, LLC
CRD 283764
|
CARLSBAD, CA, United States | $136,033,057 | |
|
BARRIER CAPITAL MANAGEMENT, LLC
CRD 312294
|
SAN FRANCISCO, CA, United States | $136,019,223 | |
|
BH ASSET MANAGEMENT, LLC
CRD 152117
|
NEW YORK, NY, United States | $135,960,000 | |
|
15 EQUITY, LLC
CRD 310628
|
SANTA BARBARA, CA, United States | $135,936,843 | |
|
A J FELDMAN FINANCIAL, LLC
CRD 154773
|
$135,922,400 | ||
|
KASSIRA WEALTH MANAGEMENT, LLC
CRD 165070
|
$135,916,502 | ||
|
MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
|
CARMEL, IN, United States | $135,878,250 | |
|
LANDMARK WEALTH ADVISORS, LLC
CRD 166989
|
FARMINGTON, UT, United States | $135,877,126 | |
|
1N CAPITAL, LLC
CRD 309502
|
$135,872,830 | ||
|
VERITAS WEALTH MANAGEMENT, LLC
CRD 160600
|
SALT LAKE CITY, UT, United States | $135,839,004 | |
|
LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
|
OLD GREENWICH, CT, United States | $135,810,434 |