Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
EXCEED ADVISORY LLC
CRD 170403
|
NEW YORK, NY, United States | $119,150,346 | |
|
FREEDOM VALUE PARTNERS, LLC
CRD 330875
|
$119,149,107 | ||
|
AVANTIA INVESTMENT SERVICES, LLC
CRD 307869
|
SEATTLE, WA, United States | $119,147,222 | |
|
WEALTH COACH LLC
CRD 170886
|
BROOKLYN, NY, United States | $119,090,347 | |
|
CAROLINA STRATEGY, LLC
CRD 324629
|
$119,089,787 | ||
|
SULLIVAN FINANCIAL, LLC
CRD 121371
|
ESSEX, CT, United States | $119,064,924 | |
|
WASHINGTON FINANCIAL GROUP, INC.
CRD 132369
|
OSTERVILLE, MA, United States | $119,042,191 | |
|
FAMA FIDUCIARY WEALTH LLC
CRD 125627
|
MANCHESTER, MO, United States | $119,033,461 | |
|
PELICAN ADVISORY LLC
CRD 330658
|
COVINGTON, LA, United States | $119,006,151 | |
|
KAILIX ADVISORS LLC
CRD 311094
|
AVENTURA, FL, United States | $119,000,000 | |
|
REDFISH CAPITAL MANAGEMENT LLC
CRD 323348
|
CYPRESS, TX, United States | $119,000,000 | |
|
COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
|
MCALESTER, OK, United States | $118,999,578 | |
|
SINGER WEALTH MANAGEMENT, LLC
CRD 299603
|
$118,997,543 | ||
|
BAER INVESTMENT ADVISORY LLC
CRD 152063
|
$118,990,000 | ||
|
FORM PROSPERITY WEALTH ADVISORS, LLC
CRD 307792
|
CHANDLER, AZ, United States | $118,965,694 | |
|
RIDGEGATE ADVISORS, LLC
CRD 334233
|
ENGLEWOOD, CO, United States | $118,964,626 | |
|
TCN PRIVATE WEALTH MANAGEMENT LLC
CRD 310464
|
$118,955,499 | ||
|
SAVVY LABS INC
CRD 322453
|
NEW YORK, NY, United States | $118,915,060 | |
|
RILEY S. CROSBIE ADVISORY, LLC
CRD 336507
|
LOGAN, UT, United States | $118,881,531 | |
|
L.D. LOWE WEALTH ADVISORY, INC.
CRD 136596
|
RICHARDSON, TX, United States | $118,813,315 | |
|
CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
|
LYNCHBURG, VA, United States | $118,804,541 | |
|
INDEPENDENCE CAPITAL CO., INC.
CRD 24723
|
PARMA, OH, United States | $118,696,378 | |
|
BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.
CRD 156881
|
NEW YORK, NY, United States | $118,691,423 | |
|
HARTLEY ADVISORS CORP.
CRD 130769
|
$118,678,000 | ||
|
1 MAIN CAPITAL MANAGEMENT, LLC
CRD 328626
|
AVENTURA, FL, United States | $118,672,720 | |
|
REDEEM FINANCIAL GROUP LLC
CRD 313761
|
GILBERT, AZ, United States | $118,646,328 | |
|
NORTHFORT FINANCIAL, LLC
CRD 143916
|
$118,622,569 | ||
|
SHEA, BRIAN MICHAEL
CRD 125606
|
$118,601,474 | ||
|
HUDSON FINANCIAL SERVICES, INC.
CRD 309675
|
AUBURN, CA, United States | $118,600,000 | |
|
CARDINAL ADVISERS LLC
CRD 284465
|
$118,539,851 | ||
|
HMS FINANCIAL SERVICES, LLC
CRD 131569
|
COLUMBIA, SC, United States | $118,503,827 | |
|
BRIAN JOYCE, LLC
CRD 286233
|
$118,500,000 | ||
|
NOBLE WEALTH PARTNERS, LLC
CRD 298396
|
DENVER, CO, United States | $118,491,092 | |
|
SANDHILL WEALTH MANAGEMENT, INC.
CRD 291649
|
WINTER PARK, FL, United States | $118,476,224 | |
|
JASPER CAPITAL HONG KONG LIMITED
CRD 306114
|
HONG KONG, HONG KONG, Hong Kong | $118,471,040 | |
|
TERRAFIRMA WEALTH PARTNERS LLC
CRD 331568
|
WALNUT CREEK, CA, United States | $118,465,077 | |
|
SMITH & CO ADVISORY LLC
CRD 333042
|
SPRING HILL, TN, United States | $118,459,793 | |
|
MCM ADVISERS, LP
CRD 110656
|
ORINDA, CA, United States | $118,411,793 | |
|
THE FINANCIAL DISCOVERY GROUP,INC.
CRD 125383
|
ATLANTA, GA, United States | $118,318,604 | |
|
TONE CAPITAL, LLC
CRD 285622
|
RICHMOND, VA, United States | $118,265,800 | |
|
TRG CAPITAL MANAGEMENT INCORPORATED
CRD 146674
|
RALEIGH, NC, United States | $118,233,904 | |
|
LCV MANAGEMENT, LP
CRD 338080
|
$118,173,732 | ||
|
PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
CRD 166853
|
BRIGHTON, MI, United States | $118,144,700 | |
|
VANDERPOL INVESTMENTS L.L.C.
CRD 168174
|
CALEDONIA, MI, United States | $118,125,821 | |
|
CS ADVISORS INC.
CRD 130729
|
BOCA RATON, FL, United States | $118,044,036 | |
|
STAIB FINANCIAL PLANNING, LLC
CRD 125706
|
$118,021,052 | ||
|
BLUE SKY INVESTMENT PARTNERS, INC.
CRD 145318
|
EVANSTON, IL, United States | $118,017,737 | |
|
CORNERSTONE FINANCIAL MANAGEMENT, LLC
CRD 125494
|
ATLANTA, GA, United States | $118,000,000 | |
|
INVESTMENT & TAX STRATEGIES, INC.
CRD 157717
|
$118,000,000 | ||
|
AFS WEALTH MANAGEMENT, LLC
CRD 287832
|
FARMINGTON HILLS, MI, United States | $117,983,088 |