Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SAFRAN WEALTH ADVISORS, LLC
CRD 152161
|
NEW YORK, NY, United States | $132,932,668 | |
|
SCHONFELD WEALTH MANAGEMENT, LLC
CRD 342323
|
BROOKLYN, NY, United States | $132,887,325 | |
|
HARLOW CAPITAL MANAGEMENT LLC
CRD 133918
|
$132,865,204 | ||
|
LUMIDA WEALTH MANAGEMENT LLC
CRD 323410
|
WAYNE, NJ, United States | $132,820,358 | |
|
DEGREEN PRIVATE WEALTH, LLC
CRD 332192
|
SCOTTSDALE, AZ, United States | $132,808,620 | |
|
ARI GROUP, LLC
CRD 286049
|
NEW YORK, NY, United States | $132,800,530 | |
|
GREEN & DECKERT LLC
CRD 299006
|
LUBBOCK, TX, United States | $132,796,346 | |
|
TRUADVISORS FINANCIAL, LLC
CRD 170564
|
TAMPA, FL, United States | $132,731,351 | |
|
TRICAPITAL WEALTH MANAGEMENT, INC.
CRD 118788
|
CHARLOTTE, NC, United States | $132,704,661 | |
|
CHARIS LEGACY PARTNERS, LLC
CRD 311968
|
BRYAN, TX, United States | $132,695,803 | |
|
WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
|
ASHEVILLE, NC, United States | $132,662,488 | |
|
COMPLETE WEALTH MANAGEMENT, LLC
CRD 288794
|
$132,535,166 | ||
|
SUMMITPOINT CAPITAL MANAGEMENT
CRD 336856
|
LITTLETON, CO, United States | $132,504,048 | |
|
CLARITY FINANCIAL PLANNERS, LLC
CRD 277114
|
CLAYTON, MO, United States | $132,478,489 | |
|
JLL PARTNERS FCH, INC.
CRD 285184
|
NEW YORK, NY, United States | $132,365,462 | |
|
LEGACY WEALTH ADVISORS, LLC
CRD 281810
|
CLINTON TOWNSHIP, MI, United States | $132,310,152 | |
|
STITES FINANCIAL CONSULTING
CRD 293058
|
WILTON, CA, United States | $132,300,000 | |
|
JANSEN WEALTH MANAGEMENT LLC
CRD 317824
|
ALTOONA, WI, United States | $132,294,100 | |
|
PEAK FINANCIAL CONSULTING, INC.
CRD 291860
|
BLOOMINGTON, MN, United States | $132,271,141 | |
|
GEREMIA FINANCIAL SERVICES, LLC
CRD 156504
|
EDISON, NJ, United States | $132,237,091 | |
|
WEALTH EASE WEALTH MANAGEMENT LLC
CRD 332595
|
MARSHALL, MI, United States | $132,151,221 | |
|
USCA ASSET MANAGEMENT LLC
CRD 137045
|
HOUSTON, TX, United States | $132,145,572 | |
|
RAMSEY HILL ASSET MANAGEMENT LLC
CRD 156768
|
$132,117,753 | ||
|
MIDDLE STREET CAPITAL, LLC
CRD 226513
|
NEWFIELDS, NH, United States | $132,117,391 | |
|
TRIPLETAIL WEALTH MANAGEMENT, LLC
CRD 318781
|
ORLANDO, FL, United States | $132,112,784 | |
|
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
CRD 337758
|
TUSCALOOSA, AL, United States | $132,103,641 | |
|
LEE-WAY FINANCIAL SERVICES, INC
CRD 113983
|
HATTIESBURG, MS, United States | $132,100,000 | |
|
PMV CAPITAL ADVISERS, LLC
CRD 308010
|
DALLAS, TX, United States | $132,035,455 | |
|
JGC WEALTH MANAGEMENT, LLC
CRD 165770
|
SALEM, OR, United States | $132,030,176 | |
|
WEALTHMARK, LLC
CRD 144948
|
BELLINGHAM, WA, United States | $132,000,000 | |
|
SECURE WEALTH, INC.
CRD 290572
|
BOCA RATON, FL, United States | $132,000,000 | |
|
SCHMITZ CAPITAL PARTNERS, LLC
CRD 105702
|
MILL VALLEY, CA, United States | $131,993,452 | |
|
NORTON CAPITAL MANAGEMENT, INC.
CRD 110398
|
HENRICO, VA, United States | $131,929,934 | |
|
BLUE LINE CAPITAL, LLC
CRD 304024
|
CHICAGO, IL, United States | $131,917,783 | |
|
BRIGHTON WEALTH MANAGEMENT, INC.
CRD 148457
|
COTTONWOOD HEIGHTS, UT, United States | $131,876,184 | |
|
ADVISOR COMPLIANCE PARTNERS LLC
CRD 338484
|
KAILUA-KONA, HI, United States | $131,872,386 | |
|
TUBLIN - DIFUSCO ADVISORS INC.
CRD 125801
|
$131,853,567 | ||
|
PW ADVISORS, LLC
CRD 336499
|
TALLAHASSEE, FL, United States | $131,822,610 | |
|
LAMINAR WEALTH LLC
CRD 167867
|
CLAYTON, MO, United States | $131,802,391 | |
|
RDG CAPITAL MANAGEMENT LLC
CRD 329749
|
PITTSFORD, NY, United States | $131,785,345 | |
|
NEST INVESTMENTS LLC
CRD 286024
|
CONSHOHOCKEN, PA, United States | $131,701,940 | |
|
PROFESSIONAL TRADING SERVICES BROKERAGE, LLC
CRD 119307
|
MT. LAUREL, NJ, United States | $131,700,000 | |
|
TEPLITZ FINANCIAL GROUP LLC
CRD 122038
|
OLD BRIDGE, NJ, United States | $131,696,552 | |
|
CORINTHIAN WEALTH MANAGEMENT, INC.
CRD 312196
|
SAN JOSE, CA, United States | $131,665,540 | |
|
LMPG WEALTH ADVISORS, LLC
CRD 328251
|
MIAMI, FL, United States | $131,651,764 | |
|
THE BREIT GROUP, LLC
CRD 335020
|
WRIGHTSVILLE BEACH, NC, United States | $131,625,000 | |
|
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
CRD 159018
|
SEATTLE, WA, United States | $131,598,482 | |
|
AWR INVESTMENT MANAGEMENT, LLC
CRD 118538
|
SAN RAFAEL, CA, United States | $131,590,434 | |
|
BENCHMARK FINANCIAL, LLC
CRD 297443
|
WILMINGTON, DE, United States | $131,579,095 | |
|
IMPRINT WEALTH LLC
CRD 322130
|
MOUNT PLEASANT, SC, United States | $131,551,371 |