Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
|
SAN LUIS OBISPO, CA, United States | $127,209,000 | |
|
SYNERGY WEALTH MANAGEMENT, LLC
CRD 174633
|
GRAND RAPIDS, MI, United States | $127,112,499 | |
|
D&A ADVISORS, LLC
CRD 307227
|
RENO, NV, United States | $127,071,586 | |
|
REVERE FINANCIAL, LLC
CRD 155286
|
NORTHFIELD, IL, United States | $127,051,519 | |
|
OXLEY, HARRY KEIR
CRD 136373
|
SAN FRANCISCO, CA, United States | $127,047,204 | |
|
SAGE WEALTH PLANNING, LLC
CRD 300747
|
GEORGETOWN, TX, United States | $127,014,612 | |
|
GROWSTRONG WEALTH STRATEGIES, LLC
CRD 308299
|
FORT COLLINS, CO, United States | $127,012,000 | |
|
GAINSPOLETTI WEALTH PLANNERS ADVISORY LLC
CRD 333768
|
CLEVELAND, MS, United States | $127,000,000 | |
|
MILLER FINANCIAL SERVICES, INC.
CRD 339220
|
SAN JUAN CAPISTRANO, CA, United States | $127,000,000 | |
|
KINGSFORD CAPITAL MANAGEMENT, LLC
CRD 161445
|
POINT RICHMOND, CA, United States | $126,987,000 | |
|
ASHWOOD ADVISORS, LLC
CRD 128811
|
MEDFIELD, MA, United States | $126,948,136 | |
|
DUKE FUNDING MANAGEMENT, L.L.C.
CRD 117590
|
OLD GREENWICH, CT, United States | $126,850,250 | |
|
ADVR, INC
CRD 318823
|
CHARLESTON, SC, United States | $126,820,765 | |
|
BONE FIDE WEALTH, LLC
CRD 301066
|
NEW YORK, NY, United States | $126,749,760 | |
|
PERSONAL MONEY PLANNING, LLC
CRD 112178
|
WICHITA FALLS, TX, United States | $126,734,464 | |
|
SHADOWRIDGE ASSET MANAGEMENT, LLC
CRD 162066
|
AUSTIN, TX, United States | $126,695,977 | |
|
CARMICHAEL CAPITAL, INC.
CRD 118468
|
FRANKLIN, TN, United States | $126,644,840 | |
|
BRACKENWOOD CAPITAL MANAGEMENT, LLC
CRD 135478
|
BAINBRIDGE ISLAND, WA, United States | $126,631,575 | |
|
ARTESA FINANCIAL GROUP, LLC
CRD 153741
|
CONROE, TX, United States | $126,615,003 | |
|
COPPERLINE WEALTH MANAGEMENT & PLANNING
CRD 335796
|
CODY, WY, United States | $126,553,954 | |
|
KINGWOOD INVESTMENT GROUP, LLC
CRD 330330
|
KINGWOOD, TX, United States | $126,548,584 | |
|
HICKORY WEALTH MANAGEMENT, LLC
CRD 298475
|
SPRINGFIELD, MO, United States | $126,543,180 | |
|
ACTS FINANCIAL ADVISORS, LLC
CRD 325930
|
MCLEAN, VA, United States | $126,541,551 | |
|
TWIN GRYPHON ADVISORS LLC
CRD 297264
|
MARSHFIELD, MA, United States | $126,525,619 | |
|
INVESTMENT OFFICE RESOURCES, LLC
CRD 311647
|
CLAYTON, MO, United States | $126,500,157 | |
|
RIA WEALTH ADVISORS, LLC
CRD 312072
|
ROUND ROCK, TX, United States | $126,497,000 | |
|
FORTITUDE PRIVATE WEALTH INC.
CRD 290074
|
CARMEL, IN, United States | $126,474,970 | |
|
AISA FINANCIAL PLANNING LTD
CRD 172777
|
DEVIZES, United Kingdom | $126,458,697 | |
|
P&A CAPITAL ADVISORS, INC.
CRD 111731
|
NEW YORK, NY, United States | $126,427,636 | |
|
THE ADVISORY FIRM
CRD 139125
|
ALPHARETTA, GA, United States | $126,393,156 | |
|
GOLDFARB FINANCIAL MANAGEMENT, LLC
CRD 306271
|
$126,389,719 | ||
|
FINANCIAL EMPOWERMENT LLC
CRD 131425
|
BURNSVILLE, MN, United States | $126,374,281 | |
|
COKER & PALMER, INC.
CRD 29163
|
JACKSON, MS, United States | $126,323,487 | |
|
PREMIER PRIVATE WEALTH MANAGEMENT, LLC
CRD 331860
|
PALM HARBOR, FL, United States | $126,301,962 | |
|
BCM CAPITAL MANAGEMENT LLC
CRD 337570
|
NORTHFIELD, IL, United States | $126,287,008 | |
|
LESTE USA, LLC
CRD 301289
|
MIAMI, FL, United States | $126,260,954 | |
|
SHEPHERD STREET ADVISORS LLC
CRD 306021
|
LARKSPUR, CA, United States | $126,244,796 | |
|
TRINITY INVESTMENT MANAGEMENT, LLC
CRD 133873
|
FORT WORTH, TX, United States | $126,234,722 | |
|
PRIVATE WEALTH MANAGEMENT LLC
CRD 137770
|
$126,232,643 | ||
|
OAK STREET ADVISORS INC
CRD 139400
|
MYRTLE BEACH, SC, United States | $126,212,626 | |
|
VIP PLANNERS, INC.
CRD 111946
|
ROANOKE, VA, United States | $126,165,535 | |
|
ADIRONDACK RESEARCH & MANAGEMENT INC.
CRD 130987
|
GUILDERLAND, NY, United States | $126,126,085 | |
|
CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
|
WEST BEND, WI, United States | $126,107,540 | |
|
VIP WEALTH ADVISORS LLC
CRD 335528
|
DECATUR, GA, United States | $126,099,231 | |
|
SIGNIFICANT WEALTH PARTNERS LLC
CRD 293060
|
CARY, IL, United States | $126,064,762 | |
|
THIELEN CAPITAL CORPORATION
CRD 169139
|
LADERA RANCH, CA, United States | $126,020,017 | |
|
LIVE OAK MANAGEMENT GROUP, LLC
CRD 287840
|
BLUFFTON, SC, United States | $125,985,607 | |
|
INTEGRITY ROAD WEALTH PARTNERS LLC
CRD 333154
|
HOUSTON, TX, United States | $125,962,624 | |
|
REALITY FINANCIAL PLANNING SERVICES, LLC
CRD 143352
|
SARASOTA, FL, United States | $125,936,912 | |
|
EAGLE'S CREST ADVISORS, LLC
CRD 335252
|
HUNTINGTON, NY, United States | $125,918,243 |