Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ALSWORTH CAPITAL MANAGEMENT, LLC
CRD 281417
|
CORNING, NY, United States | $116,684,055 | |
|
TIDWELL WEALTH MANAGEMENT LLC
CRD 309109
|
ROCKLIN, CA, United States | $116,655,745 | |
|
MURRAY SECURITIES, INC.
CRD 142783
|
TYLER, TX, United States | $116,646,361 | |
|
HAYES ASSET MANAGEMENT, LLC
CRD 141220
|
ROCHESTER, NY, United States | $116,630,863 | |
|
KOMPASS KAPITAL ADVISORS, LLC
CRD 335041
|
OVERLAND PARK, KS, United States | $116,628,065 | |
|
DYNAMIC TRADING MANAGEMENT, LLC.
CRD 142638
|
WHITE PLAINS, NY, United States | $116,593,685 | |
|
VOLK FINANCIAL LLC
CRD 311679
|
FALMOUTH, ME, United States | $116,549,001 | |
|
INTEGRA WEALTH, LLC
CRD 149999
|
CHATTANOOGA, TN, United States | $116,465,458 | |
|
EAGLE CAPITAL ADVISORS, LLC
CRD 173730
|
MIDDLEBURY, CT, United States | $116,443,178 | |
|
LUNA CAPITAL MANAGEMENT, LLC
CRD 307687
|
BURLINGAME, CA, United States | $116,430,229 | |
|
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
CRD 111549
|
SAN JOSE, CA, United States | $116,422,695 | |
|
STURMAN WEALTH ADVISORS, LLC
CRD 331560
|
CHARLOTTESVILLE, VA, United States | $116,420,349 | |
|
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982
|
CAMP HILL, PA, United States | $116,389,146 | |
|
ATON ADVISORS, LLC
CRD 154036
|
$116,366,607 | ||
|
PARADIGM WEALTH MANAGEMENT, LLC
CRD 282055
|
LINCOLN, NE, United States | $116,334,723 | |
|
EBERT CAPITAL MANAGEMENT INC.
CRD 155169
|
EUREKA, CA, United States | $116,304,266 | |
|
GREENSKEEPER ASSET MANAGEMENT INC.
CRD 325725
|
OAKVILLE, ONTARIO, Canada | $116,268,818 | |
|
FIRST LIGHT WEALTH ADVISORS, LLC
CRD 291214
|
LITTLE FALLS, NJ, United States | $116,263,725 | |
|
INTELLICAPITAL ADVISORS LLC
CRD 316908
|
PONTE VEDRA, FL, United States | $116,256,711 | |
|
JAFFE ASSET MANAGEMENT LLC
CRD 108082
|
BEVERLY HILLS, CA, United States | $116,219,162 | |
|
COLUMBIA BENEFITS, LLC
CRD 132261
|
DENVER, CO, United States | $116,170,423 | |
|
COLBURN WEALTH MANAGEMENT, LLC
CRD 157870
|
GROVE CITY, OH, United States | $116,170,000 | |
|
SOLYCO WEALTH LLC
CRD 314981
|
BIRMINGHAM, MI, United States | $116,168,145 | |
|
SALVINI, BROOKE ALISON
CRD 138087
|
$116,154,534 | ||
|
SANTA FE ADVISORS LLC
CRD 170872
|
SANTA FE, NM, United States | $116,141,100 | |
|
ORCHARD CITY WEALTH MANAGEMENT, LLC
CRD 292274
|
LOS GATOS, CA, United States | $116,119,975 | |
|
MOTILAL OSWAL CAPITAL LIMITED
CRD 286146
|
PRABHADEVI, MUMBAI, India | $116,114,208 | |
|
SERONE CAPITAL MANAGEMENT LLC
CRD 338114
|
NEW YORK, NY, United States | $116,106,077 | |
|
RYZOME INVESTMENT ADVISORS, LLC
CRD 170762
|
OKEMOS, MI, United States | $116,095,598 | |
|
SACAJAWEA & COMPANY, LLC
CRD 109604
|
$116,086,886 | ||
|
MPM ADVISORS GROUP LLC
CRD 335595
|
LIVERPOOL, NY, United States | $116,079,005 | |
|
NPM CONSULTING, LLC
CRD 163237
|
$116,069,734 | ||
|
PATHWAY WEALTH MANAGEMENT, LLC
CRD 283774
|
DALLAS, TX, United States | $116,022,199 | |
|
PRIVATE COUNSEL GROUP, LTD.
CRD 300083
|
INDIANAPOLIS, IN, United States | $116,007,039 | |
|
KNECHT CAPITAL MANAGEMENT, LLC
CRD 319100
|
$116,001,805 | ||
|
GEF MANAGEMENT CORPORATION
CRD 107208
|
BETHESDA, MD, United States | $116,000,000 | |
|
MODERN FINANCIAL PLANNING, LLC
CRD 297193
|
GEORGETOWN, TX, United States | $116,000,000 | |
|
FINHABITS ADVISORS, LLC
CRD 210522
|
NEW YORK, NY, United States | $115,963,000 | |
|
CAPITAL WEALTH, LLC
CRD 289574
|
LEHI, UT, United States | $115,955,340 | |
|
BAY POINTE WEALTH, LLC
CRD 340986
|
NEW BALTIMORE, MI, United States | $115,917,788 | |
|
PARAGON ASSET MANAGEMENT INC.
CRD 107863
|
ORINDA, CA, United States | $115,870,556 | |
|
PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
|
ALEXANDRIA, VA, United States | $115,833,952 | |
|
INUKSHUK CAPITAL MANAGEMENT INC.
CRD 333697
|
TORONTO, ONTARIO, Canada | $115,743,110 | |
|
FIRST GEORGETOWN SECURITIES, INC.
CRD 5871
|
ALEXANDRIA, VA, United States | $115,737,800 | |
|
MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
|
ATLANTA, GA, United States | $115,737,255 | |
|
REES WEALTH MANAGEMENT, LLC
CRD 335458
|
SARASOTA, FL, United States | $115,735,000 | |
|
ALPINE WEALTH ADVISORS, LLC
CRD 105433
|
DENVER, CO, United States | $115,671,012 | |
|
THIRD GEAR CAPITAL MANAGEMENT LP
CRD 327316
|
HOUSTON, TX, United States | $115,650,293 | |
|
INVESTLINC WEALTH SERVICES, LLC
CRD 332607
|
BREA, CA, United States | $115,607,769 | |
|
RISK PARADIGM GROUP, LLC
CRD 155870
|
BURLINGTON, MA, United States | $115,551,333 |