Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD 154016
|
APPLETON, WI, United States | $115,520,555 | |
|
NEW VERNON INVESTMENT MANAGEMENT LLC
CRD 160247
|
HIGHLAND PARK, IL, United States | $115,505,111 | |
|
PALANTE WEALTH ADVISORS, LLC
CRD 175298
|
PENNINGTON, NJ, United States | $115,500,287 | |
|
KB FINANCIAL ADVISORS LLC
CRD 134374
|
SAN FRANCISCO, CA, United States | $115,482,021 | |
|
BEYOND YOUR HAMMOCK LLC
CRD 168738
|
BOSTON, MA, United States | $115,437,648 | |
|
ZENITH ADVISORY GROUP, LLC
CRD 321689
|
THE VILLAGES, FL, United States | $115,437,420 | |
|
1818 PRIVATE CLIENT GROUP, LLC
CRD 304110
|
AVENTURA, FL, United States | $115,403,046 | |
|
WEALTH COMPASS FINANCIAL, INC.
CRD 290139
|
CARLSBAD, CA, United States | $115,401,312 | |
|
RIDGELINE PRODUCTIONS LLC
CRD 315118
|
NEW YORK, NY, United States | $115,400,000 | |
|
KUTZ AND COMPANY INC.
CRD 124722
|
GREAT NECK, NY, United States | $115,397,135 | |
|
PARIAX, LLC
CRD 301474
|
NEWPORT BEACH, CA, United States | $115,360,000 | |
|
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
CRD 281302
|
MADISON, WI, United States | $115,343,421 | |
|
PASSPORT WEALTH MANAGEMENT LLC
CRD 297449
|
CORNELIUS, NC, United States | $115,333,521 | |
|
RJJ PASADENA SECURITIES, INC.
CRD 8425
|
HENDERSON, NV, United States | $115,223,002 | |
|
REVOLUTION PARTNERS, LLC
CRD 170310
|
$115,101,000 | ||
|
UYANA PARTNERS LLC
CRD 300280
|
MIAMI, FL, United States | $115,043,670 | |
|
NATWEALTH MANAGEMENT (USA) INC
CRD 310098
|
MONTREAL, Canada | $115,028,401 | |
|
STRATEGIC FORESIGHT INVESTMENTS LLC
CRD 164744
|
WILMINGTON, DE, United States | $115,020,000 | |
|
LIGHTEDWAY ADVISORY SERVICES, INC.
CRD 312712
|
HARRISON, NY, United States | $115,000,000 | |
|
FORTIFY WEALTH, INC.
CRD 297433
|
ST. LOUIS, MO, United States | $114,968,994 | |
|
GRITSTONE ASSET MANAGEMENT LLC
CRD 298500
|
BETHESDA, MD, United States | $114,882,356 | |
|
FIVE SPEED FINANCIAL PLANNING LLC
CRD 339660
|
TUCSON, AZ, United States | $114,881,655 | |
|
CAPSTONE WEALTH PARTNERS, LTD.
CRD 152524
|
DUBLIN, OH, United States | $114,862,553 | |
|
METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
|
BLUFFTON, SC, United States | $114,852,391 | |
|
FUTURA ASSET ADVISORS LLC
CRD 136285
|
CORAL GABLES, FL, United States | $114,835,108 | |
|
GREEN OCEAN GLOBAL ADVISORS LLC
CRD 321145
|
SAN FRANCISCO, CA, United States | $114,826,953 | |
|
SOUTH BAY FINANCIAL PARTNERS GROUP, INC.
CRD 175015
|
TORRANCE, CA, United States | $114,824,594 | |
|
NORTHWEST ADMINISTRATORS INC
CRD 106544
|
SEATTLE, WA, United States | $114,794,748 | |
|
COPIA INVESTMENT MANAGEMENT, LLC
CRD 327954
|
CHICAGO, IL, United States | $114,787,974 | |
|
HATTERAS INVESTMENT PARTNERS, LP
CRD 170628
|
RALEIGH, NC, United States | $114,765,846 | |
|
POPE ASSET MANAGEMENT, LLC
CRD 113584
|
MEMPHIS, TN, United States | $114,763,857 | |
|
BRANZAN INVESTMENT ADVISORS, INC.
CRD 120783
|
LITTLETON, CO, United States | $114,761,548 | |
|
ALPHA ONE ASSET MANAGEMENT LLC
CRD 338725
|
PASADENA, CA, United States | $114,691,785 | |
|
HIGHBAR MANAGEMENT, LLC
CRD 166244
|
MENLO PARK, CA, United States | $114,617,817 | |
|
AJAX CAPITAL LLC
CRD 298032
|
$114,559,491 | ||
|
ALPINE HILL ADVISORS LLC
CRD 325412
|
WESTPORT, CT, United States | $114,540,048 | |
|
PALLADIEM LLC
CRD 158989
|
BRYN MAWR, PA, United States | $114,524,480 | |
|
1102 PARTNERS, LLC
CRD 313536
|
$114,487,348 | ||
|
ENGLESON & ASSOCIATES, INC.
CRD 126349
|
ROCHESTER, NY, United States | $114,468,604 | |
|
ENDEAVOR ADVISORS LLC
CRD 309563
|
PHOENIX, AZ, United States | $114,442,318 | |
|
ABRI LLC
CRD 314832
|
LEXINGTON, KY, United States | $114,386,423 | |
|
QUEEN CITY CAPITAL MANAGEMENT, LLC
CRD 162785
|
CINCINNATI, OH, United States | $114,372,169 | |
|
POTOMAC ASSET MANAGEMENT CO INC
CRD 105730
|
FREDERICK, MD, United States | $114,264,799 | |
|
SERA CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY
CRD 120896
|
ANNAPOLIS, MD, United States | $114,258,975 | |
|
DARDANELLES CAPITAL LP
CRD 323067
|
BOSTON, MA, United States | $114,237,861 | |
|
GOODSTEIN WEALTH MANAGEMENT LLC
CRD 282910
|
ENCINO, CA, United States | $114,199,021 | |
|
RYAN POAGE & CO., LLC
CRD 157432
|
KANSAS CITY, MO, United States | $114,196,904 | |
|
RICHARD G. SLATER
CRD 112239
|
$114,079,809 | ||
|
LEONARD ADVISORY GROUP LLC
CRD 321165
|
SAINT JOSEPH, MI, United States | $114,057,714 | |
|
SKLOFF, AARON
CRD 139475
|
$114,000,135 |