Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SUNSTONE ADVISORS, LLC
CRD 324002
|
IRVINE, CA, United States | $122,826,584 | |
|
LEGACY FINANCIAL SERVICES GROUP, INC.
CRD 140514
|
TRAVERSE CITY, MI, United States | $122,816,278 | |
|
ENDURING WEALTH ADVISORS, LLC
CRD 323320
|
TEMECULA, CA, United States | $122,799,186 | |
|
SENIOR TAX ADVISORY GROUP, INC
CRD 318058
|
COLORADO SPRINGS, CO, United States | $122,781,042 | |
|
CONTANGO WEALTH MANAGEMENT LLC
CRD 337757
|
OAKLAND, CA, United States | $122,757,483 | |
|
RALL CAPITAL MANAGEMENT, INC.
CRD 132827
|
ROCKLEDGE, FL, United States | $122,740,098 | |
|
INVESTMENT CONSULTANTS LLC
CRD 314810
|
$122,727,571 | ||
|
TC FINANCIAL MANAGEMENT, CO. INC.
CRD 128967
|
MARGATE CITY, NJ, United States | $122,726,140 | |
|
WASSAW SOUND MANAGEMENT, LLC
CRD 299164
|
SAVANNAH, GA, United States | $122,700,000 | |
|
ELEVATED PRIVATE WEALTH, LLC
CRD 335270
|
$122,688,111 | ||
|
UAK DIVERSIFIED LLC
CRD 300506
|
$122,658,621 | ||
|
EVERY SECURITIES LLC
CRD 333167
|
SACRAMENTO, CA, United States | $122,651,621 | |
|
KAHN FINANCIAL GROUP, INC.
CRD 134802
|
CLEARWATER, FL, United States | $122,622,407 | |
|
ALPHABOND LLC
CRD 336339
|
PALM BEACH, FL, United States | $122,602,000 | |
|
TRILLIUM INVESTMENTS LLC
CRD 300353
|
EMERYVILLE, CA, United States | $122,565,174 | |
|
SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
|
SEATTLE, WA, United States | $122,545,120 | |
|
MAIN LINE GROUP WEALTH MANAGEMENT, LLC
CRD 150964
|
$122,540,706 | ||
|
MAYNERICH FINANCIAL
CRD 331546
|
VIRDEN, IL, United States | $122,522,409 | |
|
CASTLEBAR ASSET MANAGEMENT, LLC
CRD 162231
|
OVERLAND PARK, KS, United States | $122,472,670 | |
|
COAST ADVISORY LLC
CRD 340229
|
EAST TROY, WI, United States | $122,463,362 | |
|
V3LIMITED LLC
CRD 169624
|
RADNOR, PA, United States | $122,440,948 | |
|
LIONSBRIDGE WEALTH MANAGEMENT LLC
CRD 149019
|
JACKSONVILLE BEACH, FL, United States | $122,426,489 | |
|
INTEGRATED WEALTH ADVISORS, LLC
CRD 314575
|
BELLEVUE, WA, United States | $122,360,346 | |
|
STEWART & ASSOCIATES, PLLC
CRD 159486
|
MISSOULA, MT, United States | $122,347,930 | |
|
PEGASUS FINANCIAL GROUP LLC
CRD 145127
|
CHANTILLY, VA, United States | $122,320,436 | |
|
FNEX WEALTH, LLC
CRD 334569
|
INDIANAPOLIS, IN, United States | $122,310,488 | |
|
FSC WEALTH ADVISORS, LLC
CRD 154382
|
FISHKILL, NY, United States | $122,275,982 | |
|
ARBOR FINANCIAL SERVICES, LLC
CRD 150713
|
DOWNERS GROVE, IL, United States | $122,215,136 | |
|
PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
|
WEST LINN, OR, United States | $122,179,913 | |
|
BRIDGEVIEW CAPITAL ADVISORS, INC.
CRD 6290
|
EL DORADO HILLS, CA, United States | $122,177,138 | |
|
APEX WEALTH ADVISORS LLC
CRD 316564
|
$122,151,571 | ||
|
CONDON WEALTH MANAGEMENT, INC.
CRD 128409
|
PLYMOUTH, MA, United States | $122,106,202 | |
|
STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
|
GALLIPOLIS, OH, United States | $122,000,000 | |
|
UNITED VALUE CAPITAL, LLC
CRD 300533
|
$122,000,000 | ||
|
LAUREATE WEALTH MANAGEMENT, LLC
CRD 172519
|
GLEN ELLYN, IL, United States | $121,931,019 | |
|
CJC WEALTH MANAGEMENT LLC
CRD 325288
|
$121,906,496 | ||
|
KW WEALTH MANAGEMENT LLC
CRD 298466
|
$121,903,775 | ||
|
FIRST LOOK CAPITAL MANAGEMENT, LLC
CRD 173040
|
$121,890,687 | ||
|
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
|
CORAL GABLES, FL, United States | $121,869,009 | |
|
TOLLEY FINANCIAL GROUP, LLC
CRD 302115
|
RALEIGH, NC, United States | $121,857,197 | |
|
CAMBRIAN ASSET MANAGEMENT, INC.
CRD 291953
|
MILL VALLEY, CA, United States | $121,806,948 | |
|
ASCENTRIS, LLC
CRD 154814
|
DENVER, CO, United States | $121,799,752 | |
|
LIFELONG WEALTH MANAGEMENT GROUP, LLC
CRD 291661
|
LAKE OSWEGO, OR, United States | $121,740,000 | |
|
TRAVER FINANCIAL CONSULTING NETWORK PA
CRD 139459
|
LAKEWOOD RANCH, FL, United States | $121,726,751 | |
|
COMMENCEMENT FINANCIAL PLANNING LLC
CRD 154056
|
$121,700,000 | ||
|
CYPRESS CAPITAL MANAGEMENT, LLC
CRD 130401
|
SHERIDAN, WY, United States | $121,672,219 | |
|
ENCORE WEALTH ADVISORS, LLC
CRD 336566
|
MORRIS, MN, United States | $121,659,707 | |
|
NEW WAVE FINANCIAL SERVICES, LLC
CRD 173224
|
$121,574,578 | ||
|
ARBALPHA CAPITAL, LLC
CRD 327158
|
MIAMI, FL, United States | $121,564,988 | |
|
BOSTON PORTFOLIO ADVISERS, LLC
CRD 172374
|
BOSTON, MA, United States | $121,540,818 |