Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FOSTER POINT CAPITAL, LLC
CRD 312356
|
$128,503,752 | ||
|
PELICAN INVESTMENT ADVISORS, LLC
CRD 313227
|
BATON ROUGE, LA, United States | $128,500,000 | |
|
BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
|
ELLSWORTH, KS, United States | $128,487,497 | |
|
KURTIN FINANCIAL ADVISERS, LLC
CRD 115418
|
$128,455,607 | ||
|
BHK SECURITIES, LLC
CRD 139665
|
BIRMINGHAM, AL, United States | $128,447,277 | |
|
BROADHURST FINANCIAL ADVISORS, INC.
CRD 132332
|
AUSTIN, TX, United States | $128,435,308 | |
|
INDFIN LLC
CRD 127898
|
$128,376,327 | ||
|
ST. JOHN & ASSOCIATES, INC.
CRD 124778
|
ROSWELL, GA, United States | $128,352,401 | |
|
IG BETTER FUTURE MANAGEMENT, LLC
CRD 314033
|
MENLO PARK, CA, United States | $128,285,698 | |
|
RM ADVISER, LLC
CRD 283877
|
ORLANDO, FL, United States | $128,254,277 | |
|
OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD 165355
|
SALT LAKE CITY, UT, United States | $128,239,819 | |
|
PACIFICA PARTNERS CAPITAL MANAGEMENT INC.
CRD 162313
|
SURREY, Canada | $128,237,301 | |
|
BRIGHT ADVISORS, LLC
CRD 338693
|
GREENWOOD VILLAGE, CO, United States | $128,231,307 | |
|
NETWORTH FINANCIAL SERVICES, LLC
CRD 126666
|
JOHNS CREEK, GA, United States | $128,126,491 | |
|
IDX ADVISORS, LLC
CRD 299658
|
SCOTTSDALE, AZ, United States | $128,120,589 | |
|
YDFS, INC.
CRD 128995
|
$128,096,359 | ||
|
THE MARIN GROUP INC.
CRD 125217
|
ATLANTA, GA, United States | $128,065,838 | |
|
GUARDIAN CAPITAL, LLC
CRD 156015
|
WEXFORD, PA, United States | $128,050,000 | |
|
LIFESPRING WEALTH MANAGEMENT, LLC
CRD 295694
|
$128,045,786 | ||
|
NEXT GENERATION INVESTING, LLC
CRD 149017
|
TOPEKA, KS, United States | $128,000,000 | |
|
SECOND HALF FINANCIAL PARTNERS, LLC
CRD 163454
|
SEBRING, FL, United States | $128,000,000 | |
|
HARBOR HILLS, INC.
CRD 312691
|
MONTECITO, CA, United States | $128,000,000 | |
|
OPUS PRIVATE WEALTH GROUP, LLC
CRD 171317
|
ORANGE, CA, United States | $127,983,745 | |
|
BREAKWATER FINANCIAL, LLC
CRD 282401
|
NEEDHAM, MA, United States | $127,853,636 | |
|
COVE VIEW INVESTMENT PARTNERS, LLC
CRD 339631
|
OLD GREENWICH, CT, United States | $127,828,869 | |
|
CLIO ASSET MANAGEMENT LLC
CRD 298041
|
CHARLOTTESVILLE, VA, United States | $127,824,130 | |
|
WISER ADVISOR GROUP LLC
CRD 326579
|
$127,790,495 | ||
|
CHARTERED ADVISORY GROUP, INC.
CRD 116517
|
CHADDS FORD, PA, United States | $127,713,140 | |
|
SPLIT CREEK LLC
CRD 319437
|
$127,701,932 | ||
|
GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
|
SCOTTSDALE, AZ, United States | $127,696,231 | |
|
WILLOW FINANCIAL LLC
CRD 325785
|
ROGERS, AR, United States | $127,638,991 | |
|
SOLIDARITY CAPITAL MANAGEMENT, LLC
CRD 322596
|
LEHI, UT, United States | $127,583,753 | |
|
ALIGN ADVISOR GROUP, LLC
CRD 336638
|
VINELAND, NJ, United States | $127,540,715 | |
|
HIDDEN HILLS WEALTH, LLC
CRD 312877
|
$127,534,750 | ||
|
TEMPERED INVESTMENT MANAGEMENT LTD.
CRD 158837
|
NORTH VANCOUVER, BRITISH COLUMBIA, Canada | $127,534,000 | |
|
EVOLUTION INVESTMENT MANAGEMENT LLC
CRD 324108
|
AUSTIN, TX, United States | $127,504,786 | |
|
LONGVIEW WEALTH MANAGEMENT, LLC
CRD 139489
|
$127,495,217 | ||
|
HATCHER CAPITAL INVESTMENTS, INC.
CRD 300230
|
LITTLE ROCK, AR, United States | $127,485,086 | |
|
S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
|
MAHTOMEDI, MN, United States | $127,466,765 | |
|
DIVVI WEALTH MANAGEMENT LLC
CRD 318241
|
KANSAS CITY, MO, United States | $127,446,693 | |
|
WE FINANCIAL GROUP LLC
CRD 298549
|
SAN FRANCISCO, CA, United States | $127,435,763 | |
|
CITIGROUP ALTERNATIVE INVESTMENTS LLC
CRD 119537
|
NEW YORK, NY, United States | $127,429,182 | |
|
CARDINAL RETIREMENT PLANNING, INC.
CRD 166545
|
$127,415,483 | ||
|
LUMINESCENT WEALTH MANAGEMENT, INC.
CRD 337660
|
SCOTTSDALE, AZ, United States | $127,388,083 | |
|
MILLENIA FINANCIAL PARTNERS, LLC
CRD 110832
|
$127,369,000 | ||
|
2 KNIGHTS WEALTH MANAGEMENT, LLC
CRD 307238
|
PEPPER PIKE, OH, United States | $127,345,618 | |
|
SABRE ASSET MANAGEMENT LLC
CRD 288889
|
PEPPER PIKE, OH, United States | $127,339,006 | |
|
FAIRCHILD FINANCIAL ADVISORS, INC.
CRD 165434
|
FOLSOM, CA, United States | $127,275,047 | |
|
MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
|
BELMONT, MA, United States | $127,239,098 | |
|
AXIM WEALTH MANAGEMENT LLC
CRD 319618
|
SPRINGBORO, OH, United States | $127,235,713 |