Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BSC CAPITAL PARTNERS, LLC
CRD 284338
|
WEST DES MOINES, IA, United States | $125,816,727 | |
|
SUNDIAL WEALTH LLC
CRD 321900
|
DELRAY BEACH, FL, United States | $125,789,000 | |
|
BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
|
MUSKEGO, WI, United States | $125,740,000 | |
|
INDEX FINANCIAL ADVISORS LLC
CRD 141036
|
$125,604,909 | ||
|
ODA AND COMPANY, INC.
CRD 119952
|
MEDINA, OH, United States | $125,561,519 | |
|
HYPHEN WEALTH MANAGEMENT LLC
CRD 338134
|
LAFAYETTE, CA, United States | $125,551,189 | |
|
LIONTREE PARTNERS LLC
CRD 289817
|
NEW YORK, NY, United States | $125,495,316 | |
|
OAK STREET INVESTMENT ADVISORS, LLC
CRD 288019
|
GREENWOOD VILLAGE, CO, United States | $125,451,478 | |
|
LONE PEAK ADVISERS, LLC
CRD 296772
|
DRAPER, UT, United States | $125,444,600 | |
|
BERKELEY ADVISORS, INC.
CRD 134455
|
ATLANTA, GA, United States | $125,345,440 | |
|
CULTIVATE WEALTH PARTNERS LLC
CRD 340314
|
BROOMFIELD, CO, United States | $125,329,239 | |
|
DEMERS CONSTANCE ELAINE
CRD 106702
|
COLUMBUS, OH, United States | $125,324,415 | |
|
MAYTAL ASSET MANAGEMENT LLC
CRD 168812
|
WHITE PLAINS, NY, United States | $125,307,034 | |
|
GARDNER ASSET MANAGEMENT LLC
CRD 114263
|
DALLAS, TX, United States | $125,274,461 | |
|
WMS GROUP LLC
CRD 164327
|
$125,258,865 | ||
|
BASTION FIDUCIARY, LLC
CRD 333420
|
$125,219,049 | ||
|
KONZA GLOBAL ADVISORY, LLC
CRD 331692
|
OVERLAND PARK, KS, United States | $125,198,136 | |
|
SEEDSAFE FINANCIAL LLC
CRD 283887
|
$125,174,066 | ||
|
BLUE CURVE ADVISORY, LLC
CRD 333724
|
TOWSON, MD, United States | $125,169,386 | |
|
SOUTHPAW ASSET MANAGEMENT LP
CRD 135693
|
$125,138,631 | ||
|
CANTLON FINANCIAL PLANNING LLC
CRD 106622
|
$125,138,019 | ||
|
44 NORTH CAPITAL, LLC
CRD 327552
|
BURLINGTON, VT, United States | $125,122,374 | |
|
MAR WEALTH MANAGEMENT SERVICES, LLC
CRD 167335
|
WEST PALM BEACH, FL, United States | $125,115,200 | |
|
WILSON GROUP FINANCIAL MANAGEMENT, LLC
CRD 339651
|
ORLANDO, FL, United States | $125,094,769 | |
|
ABBONDANDOLO WEALTH MANAGEMENT CORP
CRD 168081
|
GLEN COVE, NY, United States | $125,093,257 | |
|
INSTITUTIONAL INVESTMENT CONSULTING
CRD 168705
|
BLOOMFIELD HILLS, MI, United States | $125,000,000 | |
|
STRONGTOWER WEALTH MANAGEMENT, PLC
CRD 292882
|
HOT SPRINGS, AR, United States | $125,000,000 | |
|
EAST BEACH ASSET MANAGEMENT, LLC
CRD 310563
|
LOS ANGELES, CA, United States | $125,000,000 | |
|
PARADOXIOM CAPITAL LP
CRD 330671
|
STAMFORD, CT, United States | $125,000,000 | |
|
DOXARA CAPITAL LP
CRD 339621
|
JACKSONVILLE, FL, United States | $125,000,000 | |
|
TIDEHAVEN WEALTH, LLC
CRD 281814
|
MOUNT PLEASANT, SC, United States | $124,983,821 | |
|
JOHNSTON INVESTMENT COUNSEL, LTD.
CRD 109726
|
PEORIA, IL, United States | $124,954,747 | |
|
MASTERPIECE CAPITAL, LLC
CRD 290075
|
AUSTIN, TX, United States | $124,918,080 | |
|
SAWYER CAPITAL MANAGEMENT, INC.
CRD 161054
|
$124,876,998 | ||
|
WOLF FINANCIAL ADVISORS LLC
CRD 146080
|
PEKIN, IL, United States | $124,856,762 | |
|
LANDMARK INVESTMENT PARTNERS, L.P.
CRD 329543
|
WEST PALM BEACH, FL, United States | $124,854,836 | |
|
BENSON WEALTH MANAGEMENT, INC.
CRD 318898
|
$124,794,161 | ||
|
DAKOTA INVESTMENTS, LLC
CRD 290284
|
BRYN MAWR, PA, United States | $124,775,256 | |
|
HARBORVIEW ASSET MANAGEMENT LLC
CRD 332767
|
GIG HARBOR, WA, United States | $124,743,958 | |
|
AXIOM WEALTH STRATEGIES, LLC
CRD 313124
|
BEND, OR, United States | $124,726,210 | |
|
NGP FINANCIAL PLANNING, LLC
CRD 310443
|
$124,720,607 | ||
|
UMB PRIVATE WEALTH MANAGEMENT, LLC
CRD 306374
|
OVERLAND PARK, KS, United States | $124,717,315 | |
|
US INFRAVEST MANAGERS LP
CRD 312299
|
$124,619,755 | ||
|
HAYKIN, MICHAEL
CRD 113249
|
$124,534,472 | ||
|
CAPTIAL ADVISOR NETWORK
CRD 297578
|
LAFAYETTE, IN, United States | $124,476,831 | |
|
CB CAPITAL LLC
CRD 300200
|
NORTH SMITHFIELD, RI, United States | $124,458,300 | |
|
FORTIS PRIVATE WEALTH ADVISORS, LLC
CRD 304494
|
MIAMI, FL, United States | $124,412,527 | |
|
VORPAHL WING ADVISORS, INC.
CRD 47548
|
SPOKANE, WA, United States | $124,400,000 | |
|
STREAMSONG ADVISORS, LLC
CRD 168250
|
GRAND RAPIDS, MI, United States | $124,394,948 | |
|
SILA FINANCIAL, LLC
CRD 298406
|
$124,332,994 |