Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ONE LIFE FINANCIAL GROUP, INC.
CRD 281792
|
$117,982,819 | ||
|
GVS FINANCIAL GROUP, INC.
CRD 129337
|
$117,976,208 | ||
|
ARK WEALTH ADVISORS, LLC
CRD 309396
|
YORBA LINDA, CA, United States | $117,960,866 | |
|
SOUTH SHORE INVESTMENT SERVICES LLC
CRD 311450
|
NORWELL, MA, United States | $117,927,211 | |
|
QUEEN B ADVISORS, LLC
CRD 306413
|
SAN ANTONIO, TX, United States | $117,865,342 | |
|
AEM ASSET MANAGEMENT, LLC
CRD 310360
|
SOMERSET, NJ, United States | $117,863,935 | |
|
MERIDIAN WEALTH MANAGEMENT, LLC
CRD 285853
|
$117,790,070 | ||
|
AK GLOBAL ASSET MANAGEMENT, LLC
CRD 137530
|
OAKLAND, CA, United States | $117,775,139 | |
|
HUNT INVESTMENT MANAGEMENT, LLC
CRD 151744
|
NEW YORK, NY, United States | $117,744,514 | |
|
FOURNORTH CAPITAL LLC
CRD 340927
|
WEST CONSHOHOCKEN, PA, United States | $117,675,100 | |
|
WEALTH ENGINEERS, LLC
CRD 168578
|
DENVER, CO, United States | $117,563,394 | |
|
KINNAMON & ASSOCIATES LTD II
CRD 106701
|
BARRINGTON, IL, United States | $117,562,180 | |
|
CURAT GLOBAL LLC
CRD 296180
|
$117,512,767 | ||
|
WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
|
PORTLAND, OR, United States | $117,489,047 | |
|
CIRO CAPITAL LLC
CRD 329576
|
JERSEY CITY, NJ, United States | $117,442,000 | |
|
ALBERT BRIDGE CAPITAL MANAGEMENT LP
CRD 326763
|
$117,429,091 | ||
|
FAIRWAY ASSET MANAGEMENT, LLC
CRD 146636
|
OMAHA, NE, United States | $117,360,392 | |
|
TRAIL FINANCIAL PLANNING LLC
CRD 165063
|
BELLINGHAM, WA, United States | $117,334,223 | |
|
L.J. BREY, INC.
CRD 113996
|
$117,331,252 | ||
|
INTEGRA WEALTH ADVISORS, LLC
CRD 156216
|
HOUSTON, TX, United States | $117,322,316 | |
|
COVALENT PARTNERS LLC
CRD 140494
|
CONCORD, MA, United States | $117,298,129 | |
|
BUCKRAM SECURITIES LTD
CRD 126976
|
LOCUST VALLEY, NY, United States | $117,253,324 | |
|
MCKINLEY FINANCIAL ADVISORS INC
CRD 282443
|
BROOKVILLE, PA, United States | $117,248,954 | |
|
SEA HUNTER CAPITAL LLC
CRD 287710
|
PALM BEACH GARDENS, FL, United States | $117,199,452 | |
|
CAERUS INVESTMENT ADVISORS, LLC
CRD 171716
|
$117,194,570 | ||
|
DUNHAM LANE CAPITAL PARTNERS LLC
CRD 283276
|
GREENWICH, CT, United States | $117,168,000 | |
|
BERESH, PATRICK MICHAEL
CRD 137495
|
LARKSPUR, CA, United States | $117,158,000 | |
|
LEGACY ROAD LLC
CRD 337654
|
$117,156,003 | ||
|
818 WEALTH, LLC
CRD 335975
|
FORT WORTH, TX, United States | $117,131,991 | |
|
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD 318092
|
KIRKLAND, WA, United States | $117,107,722 | |
|
SULZBERGER CAPITAL ADVISORS, INC.
CRD 174673
|
MIAMI, FL, United States | $117,053,746 | |
|
BAS CAPITAL CORP.
CRD 150430
|
$117,010,925 | ||
|
CROSSPOINT CAPITAL STRATEGIES, LLC
CRD 150212
|
ORINDA, CA, United States | $117,000,000 | |
|
ABRAHAM & CO., INC.
CRD 299085
|
$117,000,000 | ||
|
WURZ FINANCIAL SERVICES, LLC
CRD 331608
|
HOLLAND, OH, United States | $117,000,000 | |
|
HUMILIS INVESTMENT STRATEGIES, LLC
CRD 338310
|
$117,000,000 | ||
|
GREENLINE WEALTH MANAGEMENT LLC
CRD 298397
|
BOCA RATON, FL, United States | $116,970,119 | |
|
BURT ASSET MANAGEMENT, INC.
CRD 125967
|
$116,959,077 | ||
|
TRIDENT ADVISORS INC
CRD 108920
|
DOYLESTOWN, PA, United States | $116,942,888 | |
|
OMNI FINANCIAL LLC
CRD 314670
|
MADISON, WI, United States | $116,910,095 | |
|
HEIRLOOM INVESTMENT MANAGEMENT LLC
CRD 281357
|
$116,891,354 | ||
|
OXFORD REAL ESTATE ADVISORS INC
CRD 107209
|
PITTSBURGH, PA, United States | $116,855,308 | |
|
ABEL FINANCIAL MANAGEMENT CO.
CRD 121558
|
$116,835,298 | ||
|
WHITWELL & CO, LLC
CRD 331958
|
$116,800,554 | ||
|
ALLPOINT FINANCIAL GROUP LLC
CRD 301028
|
PETALUMA, CA, United States | $116,768,023 | |
|
INVESTMENT MANAGERS GROUP, LLC
CRD 164203
|
TEMECULA, CA, United States | $116,757,023 | |
|
NIM WEALTH SOLUTIONS INC.
CRD 334754
|
SAN JOSE, CA, United States | $116,755,871 | |
|
ALJZ CONSULTING, LLC
CRD 332823
|
$116,744,929 | ||
|
ALIGN WEALTH MANAGEMENT, LLC
CRD 323615
|
SAN JOSE, CA, United States | $116,708,805 | |
|
DELPHI MANAGEMENT INC
CRD 106042
|
$116,692,084 |