Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
1ST DISCOUNT BROKERAGE, INC.
CRD 39164
|
LAKE WORTH, FL, United States | $131,402,154 | |
|
UPLEVEL WEALTH LLC
CRD 312641
|
PORTLAND, OR, United States | $131,386,334 | |
|
LINX PARTNERS, LLC
CRD 158607
|
ATLANTA, GA, United States | $131,358,280 | |
|
WARM SPRINGS ADVISORS INC.
CRD 306501
|
LARKSPUR, CA, United States | $131,346,508 | |
|
MIDDLETON & COMPANY
CRD 284996
|
VANCOUVER, WA, United States | $131,316,850 | |
|
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD 174670
|
TAMPA, FL, United States | $131,312,290 | |
|
LAYLINE ADVISORS, LLC
CRD 285136
|
ROCHESTER, NY, United States | $131,311,586 | |
|
SEATTLE WEALTH MANAGEMENT LLC
CRD 285877
|
SEATTLE, WA, United States | $131,301,861 | |
|
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC
CRD 109013
|
PROVIDENCE, RI, United States | $131,301,497 | |
|
NEXPOINT ADVISORS, L.P.
CRD 163564
|
DALLAS, TX, United States | $131,222,345 | |
|
STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
|
KINNELON, NJ, United States | $131,213,053 | |
|
WHITE HAWK WEALTH MANAGEMENT, INC.
CRD 341034
|
BROOMFIELD, CO, United States | $131,209,800 | |
|
STERLING BRIDGE FINANCIAL GROUP LLC
CRD 304409
|
PALM HARBOR, FL, United States | $131,066,360 | |
|
FRISCO FINANCIAL PLANNING LLC
CRD 132585
|
$131,062,915 | ||
|
RONIN EQUITY PARTNERS LLC
CRD 310679
|
NEW YORK, NY, United States | $131,058,344 | |
|
KERR FINANCIAL PLANNING CORPORATION
CRD 277142
|
$131,030,044 | ||
|
BISON WEALTH MANAGEMENT, LLC
CRD 340724
|
LYNDHURST, OH, United States | $131,028,624 | |
|
STEELOAKS INVESTMENT ADVISERS, INC.
CRD 108197
|
WEIRTON, WV, United States | $131,000,000 | |
|
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC
CRD 312022
|
$131,000,000 | ||
|
WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
|
CHARLESTON, SC, United States | $130,989,034 | |
|
FAMILY WEALTH PARTNERS LLC
CRD 304935
|
MEDFORD, NJ, United States | $130,937,000 | |
|
CRESCENT CITY RETIREMENT GROUP, LLC
CRD 146666
|
METAIRIE, LA, United States | $130,923,958 | |
|
MAN CAPITAL MANAGEMENT LLC
CRD 146110
|
NEW YORK, NY, United States | $130,817,886 | |
|
DMK ADVISOR GROUP, INC.
CRD 41067
|
LUTZ, FL, United States | $130,803,725 | |
|
OPEN SOURCE INVESTMENTS, LLC
CRD 287501
|
$130,717,514 | ||
|
WEINSTAT WEALTH MANAGEMENT, INC.
CRD 125626
|
$130,710,000 | ||
|
FIRST GROWTH CAPITAL LLC
CRD 305958
|
$130,622,527 | ||
|
MENCH FINANCIAL INC
CRD 106689
|
CINCINNATI, OH, United States | $130,576,494 | |
|
LINCOLN DOUGLAS INVESTMENTS, LLC
CRD 155578
|
MOUNT VERNON, OH, United States | $130,549,335 | |
|
AGEMY WEALTH ADVISORS, LLC
CRD 218512
|
DENVER, CO, United States | $130,500,000 | |
|
JCN FINANCIAL & TAX ADVISORY GROUP, LLC
CRD 174358
|
BATON ROUGE, LA, United States | $130,490,896 | |
|
EQUILIBRIA WEALTH MANAGEMENT, LLC
CRD 311785
|
KATY, TX, United States | $130,429,296 | |
|
SARTORIAL WEALTH INC.
CRD 329971
|
MISSISSAUGA, ONTARIO, Canada | $130,411,192 | |
|
MESSMER CAPITAL ADVISORS LLC
CRD 305387
|
MILFORD, OH, United States | $130,379,569 | |
|
ALTAMIRA FINANCIAL GROUP, LLC
CRD 316907
|
SANTA FE, NM, United States | $130,326,433 | |
|
THE SHERRY GROUP, INC.
CRD 146271
|
MOUNTAIN HOME, AR, United States | $130,308,548 | |
|
PEAKVALLEY WEALTH, LLC
CRD 165542
|
ROANOKE, VA, United States | $130,270,000 | |
|
ALLIANCE OF WEALTH ADVISORS, LLC
CRD 164428
|
RAPID CITY, SD, United States | $130,250,000 | |
|
ARBUS CAPITAL MANAGEMENT, LLC
CRD 148709
|
$130,185,093 | ||
|
WALSKY INVESTMENT MANAGEMENT INC
CRD 106991
|
WYOMISSING, PA, United States | $130,176,804 | |
|
MONTGOMERY CAPITAL ADVISORS LLC
CRD 138148
|
NEW YORK, NY, United States | $130,138,998 | |
|
SOLIST WEALTH, LLC
CRD 329317
|
TAMPA, FL, United States | $130,131,318 | |
|
WISE WEALTH MANAGEMENT, LLC
CRD 133614
|
NEW YORK, NY, United States | $130,102,202 | |
|
CERASUS ADVISORS INC
CRD 152113
|
$130,091,708 | ||
|
VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
|
CHICAGO, IL, United States | $130,067,939 | |
|
CAPITAL CITY WEALTH MANAGEMENT, INC.
CRD 172199
|
BISMARCK, ND, United States | $130,000,000 | |
|
MY FINANCIAL AURORA LIMITED LIABILITY COMPANY
CRD 260786
|
AUSTIN, TX, United States | $130,000,000 | |
|
GLOBAL VENTURE MANAGEMENT LLC
CRD 324517
|
SAN JUAN, PR, United States | $130,000,000 | |
|
SEVEN HILLS CAPITAL ADVISORS, LLC
CRD 175280
|
CINCINNATI, OH, United States | $129,999,761 | |
|
WHEELS UP WEALTH, INC.
CRD 307736
|
$129,969,382 |