Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ARIA WEALTH MANAGEMENT, INC.
CRD 288450
|
SARATOGA, CA, United States | $129,968,474 | |
|
HONDIUS CAPITAL MANAGEMENT, LP
CRD 297991
|
NORWALK, CT, United States | $129,918,199 | |
|
NAVIGO WEALTH MANAGEMENT, LLC
CRD 146265
|
$129,911,187 | ||
|
PEARL WEALTH LLC
CRD 296811
|
$129,900,328 | ||
|
SOPHIS INVESTMENTS LLC
CRD 170391
|
NEW YORK, NY, United States | $129,871,423 | |
|
SAFE HARBOR FIDUCIARY, LLC
CRD 169659
|
PENSACOLA, FL, United States | $129,856,358 | |
|
R. F. LAFFERTY & CO., INC.
CRD 2498
|
NEW YORK, NY, United States | $129,823,421 | |
|
CATALYST INVESTMENT MANAGEMENT LLC
CRD 298122
|
$129,810,000 | ||
|
FINANCIAL NETWORK SPECIALISTS LLC
CRD 109037
|
$129,772,831 | ||
|
PASQUA, THOMAS
CRD 139618
|
PALM CITY, FL, United States | $129,719,815 | |
|
VIDA WEALTH PARTNERS, INC.
CRD 140824
|
SANTA BARBARA, CA, United States | $129,627,841 | |
|
MACLENDON WEALTH MANAGEMENT, LLC
CRD 157819
|
DELRAY BEACH, FL, United States | $129,587,861 | |
|
ARNOLD CASTELLANO AND ASSOCIATES, LLC
CRD 117369
|
SHREVEPORT, LA, United States | $129,542,260 | |
|
BURNHAM & COMPANY LLC
CRD 319339
|
GRAND RAPIDS, MI, United States | $129,534,296 | |
|
EQUILIBRIUM WEALTH LLC
CRD 311940
|
$129,513,186 | ||
|
PEBBLE VALLEY HOLDINGS, INC
CRD 145664
|
WESTERN SPRINGS, IL, United States | $129,482,696 | |
|
INTRINSIC INVESTORS LLC
CRD 111968
|
WAUWATOSA, WI, United States | $129,418,311 | |
|
BURLINGAME WEALTH MANAGEMENT, LLC
CRD 300041
|
BURLINGAME, CA, United States | $129,396,168 | |
|
CGI WEALTH ADVISORS, INC.
CRD 311273
|
FRAZER, PA, United States | $129,392,723 | |
|
TRUST BEYOND CORP
CRD 312721
|
$129,384,298 | ||
|
SKLAR CAPITAL ADVISORS, LLC
CRD 286554
|
ALBUQUERQUE, NM, United States | $129,361,486 | |
|
ANTONETTI CAPITAL MANAGEMENT, LLC
CRD 156551
|
NAPLES, FL, United States | $129,358,714 | |
|
SABER CAPITAL MANAGEMENT LLC
CRD 166103
|
FUQUAY VARINA, NC, United States | $129,339,725 | |
|
GENEREUX INVESTMENT MANAGEMENT, INC.
CRD 117436
|
$129,305,177 | ||
|
ATTLEBORO WEALTH MANAGEMENT LLC
CRD 318056
|
YARDLEY, PA, United States | $129,279,398 | |
|
MARCUS CAPITAL, LLC
CRD 130516
|
NORTHFIELD, IL, United States | $129,222,766 | |
|
RSC ASSET MANAGEMENT GROUP, LLC
CRD 312211
|
STUDIO CITY, CA, United States | $129,213,941 | |
|
PATINA WEALTH LLC
CRD 283813
|
$129,171,869 | ||
|
JCT INVESTMENT COUNSEL, INC.
CRD 112571
|
AKRON, OH, United States | $129,130,191 | |
|
ALTURA PRIVATE WEALTH LLC
CRD 340533
|
CENTERVILLE, UT, United States | $129,121,463 | |
|
OBION CAPITAL MANAGEMENT LP
CRD 329954
|
MIAMI, FL, United States | $129,009,246 | |
|
STEPHEN SMITH FINANCIAL INC.
CRD 339402
|
SCHAUMBURG, IL, United States | $129,000,000 | |
|
RALICKI & COMPANY, P.A.
CRD 141192
|
STUART, FL, United States | $128,972,017 | |
|
MARIVA GLOBAL ASSET MANAGEMENT, LLC
CRD 285674
|
MIAMI, FL, United States | $128,963,954 | |
|
INFINITY ADVISORY GROUP, LLC
CRD 324723
|
PORTAGE, MI, United States | $128,916,906 | |
|
WOLFGANG CAPITAL LLC
CRD 283525
|
TEMECULA, CA, United States | $128,884,000 | |
|
GORDON ASSET MANAGEMENT LLC
CRD 137136
|
WEST PALM BEACH, FL, United States | $128,856,461 | |
|
COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
|
RIDGEFIELD, CT, United States | $128,851,449 | |
|
QFC ADVISORY LLC
CRD 118886
|
MARYVILLE, TN, United States | $128,841,915 | |
|
CAPITAL VIEW WEALTH MANAGEMENT, LLC
CRD 126653
|
$128,834,000 | ||
|
HOLM & CAWLEY FINANCIAL GROUP LLC
CRD 150601
|
LAS VEGAS, NV, United States | $128,816,000 | |
|
DICCIANNI FINANCIAL GROUP, INC.
CRD 149332
|
EAST NORRITON, PA, United States | $128,780,065 | |
|
LORD AND RICHARDS WEALTH MANAGEMENT, LLC
CRD 328907
|
HIGHLANDS RANCH, CO, United States | $128,761,154 | |
|
PASNAU INVESTMENT MANAGEMENT, INC.
CRD 125647
|
$128,752,000 | ||
|
ISF GLOBAL CAPITAL INC.
CRD 340592
|
ORLANDO, FL, United States | $128,708,258 | |
|
PROSPETTIVA FINANCIAL LLC
CRD 148760
|
SAN FRANCISCO, CA, United States | $128,665,439 | |
|
HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
CRD 44357
|
CROTON-ON-HUDSON, NY, United States | $128,660,000 | |
|
BANTA ASSET MANAGEMENT LP
CRD 142987
|
NEWPORT BEACH, CA, United States | $128,657,824 | |
|
CATUM ADVISORY GROUP, LLC.
CRD 277148
|
WILTON, CT, United States | $128,644,000 | |
|
REVALUE LLC
CRD 165499
|
GRAND RAPIDS, MI, United States | $128,524,901 |