Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
|
CEDAR RAPIDS, IA, United States | $120,250,000 | |
|
WESTERN RESERVE CAPITAL MANAGEMENT, LLC
CRD 329811
|
HUDSON, OH, United States | $120,226,420 | |
|
WEBER CAPITAL MANAGEMENT LLC
CRD 109624
|
$120,225,941 | ||
|
DAVIVIENDA INVESTMENT ADVISOR USA LLC
CRD 319755
|
MIAMI, FL, United States | $120,204,357 | |
|
AMERICAN WEALTH ADVISORS, LLC
CRD 145791
|
JOHNS CREEK, GA, United States | $120,170,823 | |
|
MILE WEALTH MANAGEMENT LLC
CRD 288519
|
IRVINE, CA, United States | $120,121,620 | |
|
ABENS FINANCIAL SERVICES INC
CRD 106604
|
EDINA, MN, United States | $120,118,491 | |
|
HINSDALE ASSOCIATES, INC.
CRD 108293
|
HINSDALE, IL, United States | $120,116,270 | |
|
SASSER INVESTMENT MANAGEMENT, INC.
CRD 110886
|
BERKELEY, CA, United States | $120,092,164 | |
|
SUMMIT WEALTH MANAGEMENT LLC
CRD 226722
|
AKRON, OH, United States | $120,089,915 | |
|
MARATHON PARTNERS EQUITY MANAGEMENT, LLC
CRD 161095
|
NEW YORK, NY, United States | $120,071,012 | |
|
NEWPORT ASIA LLC
CRD 118682
|
SAN FRANCISCO, CA, United States | $120,069,629 | |
|
GLAZER CAPITAL MANAGEMENT, LLC
CRD 139403
|
RICHARDSON, TX, United States | $120,053,264 | |
|
GLASGOW PARTNERS, LLC
CRD 139607
|
$120,029,029 | ||
|
SENECA CAPITAL MANAGEMENT, LLC
CRD 288206
|
DENVER, CO, United States | $120,000,000 | |
|
PINETREE ADVISORS CORP.
CRD 299275
|
MIAMI, FL, United States | $120,000,000 | |
|
K2 WEALTH MANAGEMENT LLC
CRD 332264
|
CHICAGO, IL, United States | $120,000,000 | |
|
GOLDMAN WEALTH MANAGEMENT & ASSOCIATES, LLC
CRD 290153
|
SAN DIEGO, CA, United States | $119,967,372 | |
|
OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
|
TRAVERSE CITY, MI, United States | $119,931,878 | |
|
MTR FINANCIAL SERVICES, LLC
CRD 149078
|
KINGWOOD, TX, United States | $119,929,814 | |
|
BRICKELL KEY ASSET MANAGEMENT LIMITED
CRD 170675
|
ST. PETER PORT, Guernsey | $119,925,775 | |
|
BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
|
CHARLESTON, SC, United States | $119,925,775 | |
|
ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
|
PRINCETON, NJ, United States | $119,915,238 | |
|
DCA FAMILY OFFICE, LLC
CRD 322047
|
ROSEVILLE, CA, United States | $119,914,111 | |
|
LONE STAR INVESTMENT ADVISORS, LLC
CRD 158283
|
DALLAS, TX, United States | $119,907,066 | |
|
FAIR ASSET MANAGEMENT, LLC
CRD 334853
|
$119,766,244 | ||
|
SCHAUER INVESTMENT MANAGEMENT, INC.
CRD 283119
|
NORTHRIDGE, CA, United States | $119,744,010 | |
|
SOLID POINT WEALTH ADVISORS, LLC
CRD 323093
|
$119,670,103 | ||
|
1650 WEALTH MANAGEMENT, LLC
CRD 152985
|
LIGHTHOUSE POINT, FL, United States | $119,650,000 | |
|
COPPERWOOD FINANCIAL, INC.
CRD 310859
|
BURR RIDGE, IL, United States | $119,633,000 | |
|
MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
|
MELBOURNE, FL, United States | $119,592,733 | |
|
BLACK CAPITAL MANAGEMENT, LLC
CRD 105622
|
$119,588,387 | ||
|
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 323171
|
CARY, NC, United States | $119,572,858 | |
|
SENTARA CAPITAL LLC
CRD 161132
|
MARIETTA, GA, United States | $119,566,470 | |
|
COX FINANCIAL GROUP INC
CRD 173691
|
DUBLIN, OH, United States | $119,548,123 | |
|
TRIAD INVESTMENT MANAGEMENT, LLC
CRD 146786
|
NEWPORT BEACH, CA, United States | $119,542,078 | |
|
CHESTNUT STREET INVESTMENT COUNSEL, LLC
CRD 309741
|
LANCASTER, PA, United States | $119,527,897 | |
|
ENGAGE WEALTH GROUP, LLC
CRD 307915
|
NORTHFIELD, IL, United States | $119,515,527 | |
|
ABACUS CAPITAL ADVISORS LLC
CRD 309295
|
PLANTATION, FL, United States | $119,507,501 | |
|
YUNISTONE INVESTMENT GROUP, LLC
CRD 149728
|
CHICAGO, IL, United States | $119,502,522 | |
|
STOIC POINT CAPITAL MANAGEMENT LLC
CRD 297766
|
PALO ALTO, CA, United States | $119,496,738 | |
|
BOULEVARD WEALTH MANAGEMENT, INC.
CRD 164423
|
BLOOMINGTON, MN, United States | $119,494,387 | |
|
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
CRD 286151
|
$119,404,994 | ||
|
VIRTUS WEALTH MANAGEMENT LLC
CRD 317832
|
OLIVETTE, MO, United States | $119,364,407 | |
|
VALEO VENTURES MANAGEMENT, LLC
CRD 334181
|
$119,300,000 | ||
|
ENSPIRE WEALTH MANAGEMENT, LLC
CRD 325723
|
SANTA ROSA, CA, United States | $119,296,012 | |
|
CMC FINANCIAL GROUP, LLC
CRD 292413
|
ATLANTA, GA, United States | $119,251,744 | |
|
WALNUT LEVEL CAPITAL LLC
CRD 307942
|
DENVER, CO, United States | $119,235,048 | |
|
RHEECO, INC.
CRD 301106
|
NATICK, MA, United States | $119,224,000 | |
|
GREENPORT CAPITAL ADVISORS, LLC
CRD 205511
|
MARLBOROUGH, MA, United States | $119,177,562 |