Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BLUE HAVEN CAPITAL, LLC
CRD 141738
|
GENEVA, IL, United States | $121,500,000 | |
|
TWIN RIVERS WEALTH MANAGEMENT LLC
CRD 305773
|
SACRAMENTO, CA, United States | $121,500,000 | |
|
GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
|
HARRISONBURG, VA, United States | $121,432,303 | |
|
REGAL ADVISORY SERVICES, INC.
CRD 123842
|
GLENVIEW, IL, United States | $121,430,017 | |
|
PATHFINDER WEALTH MANAGEMENT, INC.
CRD 122768
|
ROCKFORD, IL, United States | $121,422,558 | |
|
WEALTH SCRIPT ADVISORS LLC
CRD 334760
|
SAN FRANCISCO, CA, United States | $121,388,307 | |
|
MATRIX PLANNING INC
CRD 110812
|
SANTA MONICA, CA, United States | $121,375,926 | |
|
CONNECTIVE PORTFOLIO MANAGEMENT, LLC
CRD 297755
|
NEW YORK, NY, United States | $121,345,569 | |
|
ALDER POINT CAPITAL MANAGEMENT LLC
CRD 337839
|
LAFAYETTE, CO, United States | $121,307,020 | |
|
WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
|
BEDMINSTER, NJ, United States | $121,304,027 | |
|
STRICKLAND DAVIS ADVISORS LLC
CRD 126538
|
MARIETTA, GA, United States | $121,276,259 | |
|
ENCOMPASS ADVISORY SERVICES, LLC
CRD 283574
|
KATY, TX, United States | $121,263,796 | |
|
4SIGHT WEALTH ADVISORS LLC
CRD 286127
|
SKOKIE, IL, United States | $121,248,000 | |
|
LIFE STRATEGIES, INC.
CRD 167732
|
CARDIFF, CA, United States | $121,245,786 | |
|
ARROW WEALTH ADVISORS, INC.
CRD 290853
|
LYNCHBURG, VA, United States | $121,234,291 | |
|
GENESIS ADVISORS, LLC
CRD 151976
|
FISHERS, IN, United States | $121,222,670 | |
|
ALLEN FINANCIAL MANAGEMENT, LLC
CRD 153511
|
OXFORD, MI, United States | $121,209,098 | |
|
ROC PARTNERS (US) LLC
CRD 333044
|
NEW YORK, NY, United States | $121,142,982 | |
|
GUDORF FINANCIAL GROUP, LLC
CRD 339836
|
DAYTON, OH, United States | $121,130,421 | |
|
GREENSVIEW WEALTH MANAGEMENT LLC
CRD 297321
|
FRANKLIN, TN, United States | $121,096,000 | |
|
RESNICK WEALTH ALLIANCE, LLC
CRD 316188
|
PALM BEACH GARDENS, FL, United States | $121,055,017 | |
|
WEST FINANCIAL STRATEGIES, INC.
CRD 118241
|
SANFORD, NC, United States | $121,014,544 | |
|
JBGLOBAL.COM LLC
CRD 119111
|
NEW YORK, NY, United States | $120,945,234 | |
|
SYMMETRY WEALTH MANAGEMENT, LLC
CRD 297002
|
MOUNT PROSPECT, IL, United States | $120,915,635 | |
|
CRAFT ASSET MANAGEMENT LLC
CRD 289557
|
TAMPA, FL, United States | $120,844,771 | |
|
DOUCET ASSET MANAGEMENT, LLC
CRD 141546
|
NEW ORLEANS, LA, United States | $120,829,895 | |
|
EPIC WEALTH MANAGEMENT, LLC
CRD 297643
|
OKLAHOMA CITY, OK, United States | $120,808,791 | |
|
WOMEN'S WEALTH ADVISOR
CRD 317291
|
CHESTER, NJ, United States | $120,806,478 | |
|
VAN WINKLE WEALTH MANAGEMENT GROUP LLC
CRD 134813
|
NEWARK, OH, United States | $120,793,535 | |
|
MONTCHANIN ASSET MANAGEMENT, LLC
CRD 304367
|
MONTCHANIN, DE, United States | $120,762,028 | |
|
EMERALD ASSET MANAGEMENT, INC.
CRD 174691
|
ROCKY MOUNT, NC, United States | $120,761,226 | |
|
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
CRD 143049
|
SANDPOINT, ID, United States | $120,669,000 | |
|
WRIGHT COVE CAPITAL, LLC
CRD 307252
|
PORTLAND, ME, United States | $120,661,042 | |
|
FUTURE BRIGHT, LLC
CRD 177521
|
$120,620,275 | ||
|
WEBER CONTRACTING, LLC
CRD 133181
|
CHANHASSEN, MN, United States | $120,611,435 | |
|
KEVIN E. VANDENBERG, LLC
CRD 173687
|
$120,584,393 | ||
|
LEDER FIDUCIARY CAPITAL LLC
CRD 285490
|
BELLAIRE, TX, United States | $120,583,877 | |
|
10ELMS LLP
CRD 323398
|
TULSA, OK, United States | $120,572,068 | |
|
QUANTUM LEAP CAPITAL, LLC
CRD 165310
|
SOUTH BURLINGTON, VT, United States | $120,541,805 | |
|
LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 277030
|
$120,506,379 | ||
|
IRONHORSE CAPITAL LLC
CRD 148572
|
NASHVILLE, TN, United States | $120,503,506 | |
|
TWEET MANAGEMENT SERVICES, INC.
CRD 156730
|
LA MESA, CA, United States | $120,500,000 | |
|
BACK BAY FINANCIAL PLANNING & INVESTMENTS, LLC
CRD 335236
|
BETHANY BEACH, DE, United States | $120,474,144 | |
|
TROTT BROOK FINANCIAL, INC.
CRD 290962
|
ANOKA, MN, United States | $120,465,881 | |
|
ADVANCED PLANNING ADVISORS GROUP INC.
CRD 313101
|
NAPERVILLE, IL, United States | $120,429,005 | |
|
FULLERTON ADVISORS, LLC
CRD 148880
|
DANVILLE, CA, United States | $120,394,113 | |
|
THIEL INVESTMENT MANAGEMENT COMPANY, LLC
CRD 282631
|
$120,387,810 | ||
|
DACHTLER WEALTH ADVISORS, LLC
CRD 335863
|
FOLSOM, CA, United States | $120,350,195 | |
|
GOLDBERG FINANCIAL ADVISORS, LLC
CRD 158147
|
EL SEGUNDO, CA, United States | $120,324,284 | |
|
CHILDRESS & CO LLC
CRD 341213
|
$120,288,481 |