Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FINANCIAL MANAGEMENT ASSOCIATES, LLC
CRD 327502
|
WINDHAM, NH, United States | $135,796,343 | |
|
LUMA CAPITAL LLC
CRD 119576
|
NAPLES, FL, United States | $135,786,645 | |
|
EAST ROCK FINANCIAL SERVICES, LLC
CRD 147949
|
$135,781,449 | ||
|
FAIRLIGHT ADVISORS LLC
CRD 305352
|
SAN FRANCISCO, CA, United States | $135,740,324 | |
|
BRIGHT PORTFOLIOS, LLC
CRD 288605
|
LEE'S SUMMIT, MO, United States | $135,700,708 | |
|
FR FINANCIAL ADVISORS LLC
CRD 135980
|
CORAL SPRINGS, FL, United States | $135,673,874 | |
|
HOT CREEK CAPITAL, L.L.C.
CRD 162371
|
KIRKLAND, WA, United States | $135,671,655 | |
|
HEPWORTH EQUITY PARTNERS, LLC
CRD 145774
|
$135,594,276 | ||
|
MORNINGSIDE ASSET MANAGEMENT LLC
CRD 268789
|
WILMINGTON, DE, United States | $135,571,550 | |
|
CASSILLY FINANCIAL GROUP, LLC
CRD 300672
|
SEVERNA PARK, MD, United States | $135,536,632 | |
|
CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.
CRD 7449
|
VANCOUVER, BC, Canada | $135,455,625 | |
|
REVO FINANCIAL, LLC
CRD 172646
|
BARTLESVILLE, OK, United States | $135,435,068 | |
|
DOVER INVESTMENT ADVISORY CORPORATION
CRD 123499
|
$135,408,889 | ||
|
GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD 114803
|
TROY, MI, United States | $135,341,018 | |
|
ALLEGRO MINERAL PARTNERS LLC
CRD 324740
|
HOUSTON, TX, United States | $135,327,850 | |
|
KELLER FINANCIAL GROUP, INC.
CRD 328195
|
CAMP HILL, PA, United States | $135,325,616 | |
|
PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
|
SALINA, KS, United States | $135,287,789 | |
|
LIGHT CAPITAL LLC
CRD 323373
|
SANTA MONICA, CA, United States | $135,263,932 | |
|
FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998
|
MISSOURI CITY, TX, United States | $135,261,486 | |
|
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483
|
LISLE, IL, United States | $135,217,000 | |
|
HEIGHTS POINT MANAGEMENT, LP
CRD 313849
|
NEW YORK, NY, United States | $135,197,882 | |
|
SPARROW WEALTH MANAGEMENT, INC.
CRD 152670
|
ORLANDO, FL, United States | $135,197,184 | |
|
CRYSTAL COVE ASSET MANAGEMENT, LLC
CRD 289810
|
NEWPORT BEACH, CA, United States | $135,190,931 | |
|
DREAMERS MANAGEMENT LLC
CRD 299919
|
EL SEGUNDO, CA, United States | $135,176,014 | |
|
LIGHTSMITH CLIMATE RESILIENCE MANAGEMENT LLC
CRD 307933
|
NEW YORK, NY, United States | $135,130,296 | |
|
IA PRIVATE WEALTH (USA) INC.
CRD 322127
|
TORONTO, ONTARIO, Canada | $135,085,997 | |
|
KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740
|
BROOKFIELD, WI, United States | $135,083,000 | |
|
PSC FINANCIAL LLC
CRD 172054
|
BLOOMINGTON, MN, United States | $135,074,412 | |
|
COLTON WEALTH MANAGEMENT
CRD 150486
|
ARCADIA, CA, United States | $135,073,498 | |
|
TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
|
PORTLAND, OR, United States | $135,065,801 | |
|
BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC
CRD 300619
|
RESTON, VA, United States | $135,055,793 | |
|
ALUMAN INC.
CRD 281073
|
$135,024,010 | ||
|
BAY CLIADAKIS & ASSOCIATES, LLC
CRD 301214
|
CHICO, CA, United States | $135,010,107 | |
|
CAROTA WEALTH MANAGEMENT
CRD 127344
|
$135,002,387 | ||
|
TROTTA, JOHN (NMN)
CRD 125537
|
FARMINGDALE, NY, United States | $135,000,000 | |
|
JRS WEALTH MANAGEMENT LLC
CRD 306294
|
SOUTH JORDAN, UT, United States | $135,000,000 | |
|
RED REEF ADVISORS LLC
CRD 174748
|
BOCA RATON, FL, United States | $134,974,430 | |
|
SCHMITT WEALTH ADVISERS, CORP.
CRD 174958
|
CINCINNATI, OH, United States | $134,959,485 | |
|
TSG ALPHA PARTNERS, LLC
CRD 319493
|
OLD BRIDGE, NJ, United States | $134,944,668 | |
|
FORS FINANCIAL CONSULTING, PS
CRD 335705
|
PORT ANGELES, WA, United States | $134,918,643 | |
|
INTEGRITY FINANCIAL ADVISORS, LLC
CRD 313369
|
WOBURN, MA, United States | $134,863,176 | |
|
RW BAKER WEALTH MANAGEMENT GROUP LLC
CRD 297087
|
CHEYENNE, WY, United States | $134,862,869 | |
|
SEAL COVE CAPITAL LLC
CRD 332033
|
$134,858,476 | ||
|
PUFF WEALTH MANAGEMENT LLC
CRD 298177
|
HADDONFIELD, NJ, United States | $134,826,592 | |
|
AP CAPITAL DELAWARE LLC
CRD 315796
|
NEW YORK, NY, United States | $134,764,420 | |
|
BUSINESS-OWNER STRATEGIES GROUP, LLC
CRD 297243
|
APEX, NC, United States | $134,763,000 | |
|
CALDER FINANCIAL LLC
CRD 290616
|
$134,762,591 | ||
|
BIG SKY WEALTH ADVISORS, LLC
CRD 321272
|
GREAT FALLS, MT, United States | $134,642,094 | |
|
STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
|
FRISCO, TX, United States | $134,576,609 | |
|
INDEPENDENT FINANCIAL ADVISORS, INC.
CRD 115798
|
NORTH LITTLE ROCK, AR, United States | $134,495,327 |