Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CORAL WEALTH MANAGEMENT, LLC
CRD 307117
|
MIAMI, FL, United States | $124,317,876 | |
|
RILEX CAPITAL LLC
CRD 309783
|
MANASQUAN, NJ, United States | $124,252,334 | |
|
APO FINANCIAL SERVICES, LLC
CRD 297647
|
WESTMINSTER, CO, United States | $124,251,289 | |
|
WATKINSON CAPITAL ADVISORS LLC
CRD 151862
|
BERWYN, PA, United States | $124,247,513 | |
|
OAKMONT WEALTH ADVISORY, LLC
CRD 299021
|
COLUMBIA, MD, United States | $124,223,423 | |
|
ROYAL PALMS CAPITAL, LLC
CRD 135304
|
$124,194,124 | ||
|
MERRYFIELD BARNES, LLC
CRD 159862
|
ITHACA, NY, United States | $124,187,713 | |
|
CARDEA CAPITAL ADVISORS, LLC
CRD 307600
|
VERO BEACH, FL, United States | $124,161,851 | |
|
EMERGENT CAPITAL ADVISORS, LLC
CRD 156112
|
HOUSTON, TX, United States | $124,117,550 | |
|
T.R.U.E. COASTAL CAPITAL, LLC
CRD 281556
|
SAVANNAH, GA, United States | $124,109,371 | |
|
JMH WEALTH MANAGEMENT, LLC
CRD 139294
|
HANOVER, NH, United States | $124,093,289 | |
|
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC
CRD 327357
|
GREENWICH, CT, United States | $124,084,657 | |
|
PETERSON FINANCIAL SERVICES LLC
CRD 106127
|
DENVER, CO, United States | $124,037,371 | |
|
BROOKLAWN CAPITAL ADVISORS LLC
CRD 287796
|
NEW YORK, NY, United States | $124,016,650 | |
|
SURIENCE PRIVATE WEALTH LLC
CRD 313055
|
YAKIMA, WA, United States | $124,013,591 | |
|
ABRIDGE PARTNERS, LLC
CRD 145247
|
$123,997,709 | ||
|
MERIDIAN ASSET MANAGEMENT, LLC
CRD 154239
|
$123,968,882 | ||
|
HOLON WEALTH MANAGEMENT, INC
CRD 336780
|
$123,960,483 | ||
|
INFINITY 8 INVESTMENTS, LLC
CRD 152180
|
CUPERTINO, CA, United States | $123,937,287 | |
|
TITAN INVESTMENT MANAGEMENT LLC
CRD 291148
|
INDIANAPOLIS, IN, United States | $123,932,769 | |
|
IOWA WEALTH MANAGEMENT, LLC
CRD 286435
|
WEST DES MOINES, IA, United States | $123,925,708 | |
|
MIDWEST FINANCIAL ASSOCIATES, INC.
CRD 158573
|
ROCKFORD, IL, United States | $123,922,245 | |
|
IM WEALTH PARTNERS INVESTMENT ADVISORS LLC
CRD 307379
|
BLUE BELL, PA, United States | $123,883,297 | |
|
AGILIS INVESTMENT MANAGEMENT LLC
CRD 336358
|
WILTON, CT, United States | $123,781,946 | |
|
TQM WEALTH PARTNERS, LLC
CRD 282979
|
MARBLEHEAD, MA, United States | $123,716,769 | |
|
GREENLEAF FINANCIAL NETWORK, LLC
CRD 284165
|
$123,695,747 | ||
|
COSEY FINANCIAL SERVICES, INC.
CRD 140175
|
KNOXVILLE, TN, United States | $123,677,943 | |
|
KUCHARO WEALTH, LLC
CRD 329601
|
CHARLOTTE, NC, United States | $123,656,801 | |
|
PEACE OF MIND FINANCIAL, INC
CRD 289067
|
COLORADO SPRINGS, CO, United States | $123,633,619 | |
|
SCHUYLKILL FINANCIAL, LLC
CRD 143052
|
WYOMISSING, PA, United States | $123,631,702 | |
|
CANDIDE GROUP, LLC
CRD 286086
|
OAKLAND, CA, United States | $123,571,267 | |
|
FITZWILLIAMS WEALTH MANAGEMENT INC.
CRD 312192
|
CHESAPEAKE, VA, United States | $123,549,687 | |
|
DALY INVESTMENT MANAGEMENT, LLC
CRD 149980
|
MOUNT PROSPECT, IL, United States | $123,548,761 | |
|
TACTICA LLC
CRD 335272
|
$123,548,302 | ||
|
IDEAL RETIREMENT SOLUTIONS, LLC
CRD 333393
|
PORT CHARLOTTE, FL, United States | $123,519,511 | |
|
ZUCKERMAN CAPITAL MANAGEMENT, LLC
CRD 148549
|
LOS ANGELES, CA, United States | $123,492,879 | |
|
Q2 WEALTH MANAGEMENT LLC
CRD 314932
|
LEXINGTON, KY, United States | $123,491,576 | |
|
GALLAGHER WEALTH MANAGEMENT, INC
CRD 161266
|
DANVILLE, CA, United States | $123,450,100 | |
|
INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
|
FITCHBURG, MA, United States | $123,450,001 | |
|
O'DOMHNAILL ENTERPRISES, INC.
CRD 323384
|
CODY, WY, United States | $123,253,013 | |
|
DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
|
COLLEGEVILLE, PA, United States | $123,230,422 | |
|
PACIFIC SPECIALTY INVESTMENT GROUP, LLC
CRD 282463
|
NEWPORT BEACH, CA, United States | $123,212,802 | |
|
CAPRICE CAPITAL PARTNERS, LLC
CRD 307048
|
$123,209,312 | ||
|
LANG & BECKER, INC.
CRD 137346
|
WASHINGTON, MO, United States | $123,184,004 | |
|
DAVIES FINANCIAL ADVISORS, INC.
CRD 139764
|
MURRIETA, CA, United States | $123,078,109 | |
|
IBS CAPITAL LLC
CRD 160585
|
MEDFIELD, MA, United States | $123,019,000 | |
|
SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
|
BEAVERTON, OR, United States | $123,004,023 | |
|
VALLIANCE ASSET MANAGEMENT LLC
CRD 329927
|
NEW YORK, NY, United States | $122,969,712 | |
|
ARKHOUSE MANAGEMENT CO. LP
CRD 325180
|
NEW YORK, NY, United States | $122,851,034 | |
|
BRETTON CAPITAL MANAGEMENT LLC
CRD 154344
|
SAN FRANCISCO, CA, United States | $122,833,639 |