Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
INTEGRATED WEALTH SOLUTIONS, LLC
CRD 334422
|
YORK, PA, United States | $114,000,000 | |
|
ALPHA FIDUCIARY, INC.
CRD 144720
|
PHOENIX, AZ, United States | $113,992,108 | |
|
LRH CAPITAL ADVISING LLC
CRD 342994
|
DALLAS, TX, United States | $113,899,694 | |
|
POINT B PLANNING, LLC
CRD 172961
|
KATONAH, NY, United States | $113,875,858 | |
|
FINANCIAL PLANNING FIRST, LLC
CRD 319273
|
TUSCON, AZ, United States | $113,861,377 | |
|
COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
|
HENDERSONVILLE, TN, United States | $113,860,323 | |
|
FINAMEX ASSET MANAGEMENT, LLC
CRD 304260
|
HOUSTON, TX, United States | $113,852,806 | |
|
WEBSTER STREET INVESTMENT ADVISORS LLC
CRD 298027
|
$113,737,962 | ||
|
COMMON CENTS WEALTH MANAGEMENT, LLC
CRD 153074
|
PEMBROKE PINES, FL, United States | $113,726,879 | |
|
BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
|
WATERTOWN, CT, United States | $113,700,000 | |
|
PLEASANTDALE WEALTH MANAGEMENT, LLC
CRD 302034
|
$113,700,000 | ||
|
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC
CRD 153092
|
$113,653,909 | ||
|
ARX PRIVATE WEALTH
CRD 338631
|
LANCASTER, PA, United States | $113,605,108 | |
|
SCOFIELD & COMPANY, LLC
CRD 105589
|
FAIRLAWN, OH, United States | $113,566,394 | |
|
BROADWEALTH LLC
CRD 304356
|
$113,564,361 | ||
|
SIGNAL RIDGE CAPITAL PARTNERS, LLC
CRD 167576
|
FRAMINGHAM, MA, United States | $113,558,122 | |
|
CW SECURITIES, LLC
CRD 124496
|
KNOXVILLE, TN, United States | $113,478,500 | |
|
EXPAND FINANCIAL GROUP, LLC
CRD 293160
|
$113,456,003 | ||
|
BLUE JAY FINANCIAL GROUP, LLC
CRD 296467
|
DEFIANCE, OH, United States | $113,455,676 | |
|
HFG ADVISORS, INC.
CRD 316446
|
KENNEWICK, WA, United States | $113,419,403 | |
|
FINANCIAL DESIGN GROUP, LLC
CRD 316103
|
LAVISTA, NE, United States | $113,390,453 | |
|
COMPASS PRIVATE WEALTH GROUP LLC
CRD 316785
|
SHORT HILLS, NJ, United States | $113,345,908 | |
|
56 CAPITAL PARTNERS, LTD
CRD 290938
|
COLORADO SPRINGS, CO, United States | $113,310,000 | |
|
MODERNIST FINANCIAL, LLC
CRD 217511
|
PORTLAND, OR, United States | $113,275,149 | |
|
SPARROW CAPITAL MANAGEMENT INC
CRD 106616
|
ST. LOUIS, MO, United States | $113,262,659 | |
|
HULSEY CAPITAL MANAGEMENT, INC.
CRD 116183
|
HEBER SPRINGS, AR, United States | $113,247,895 | |
|
WEALTH-BUILDERS, INC.
CRD 116987
|
$113,228,117 | ||
|
VELTRIA ADVISORS CORP.
CRD 189514
|
MIAMI, FL, United States | $113,156,643 | |
|
MK3 WEALTH LLC
CRD 305760
|
CHERRY HILL, NJ, United States | $113,141,146 | |
|
CHAPPELWOOD FINANCIAL SERVICES CORP.
CRD 134318
|
EDMOND, OK, United States | $113,083,313 | |
|
BERNARD & JOHNSON, LLC
CRD 283871
|
PASADENA, CA, United States | $113,077,036 | |
|
EAGLE FINANCIAL ADVISORS, LLC
CRD 167696
|
FRISCO, TX, United States | $113,064,000 | |
|
OXFORD PLANNING GROUP, LLC
CRD 286017
|
WOODSTOCK, MD, United States | $112,914,960 | |
|
PREMIER INVESTMENT ADVISORS, INC.
CRD 121028
|
BEACHWOOD, OH, United States | $112,894,012 | |
|
LYNCH FINANCIAL ADVISORS, INC
CRD 342560
|
ROSEVILLE, CA, United States | $112,884,564 | |
|
DELGADO WEALTH MANAGEMENT, LLC
CRD 305721
|
ORLANDO, FL, United States | $112,868,565 | |
|
KINTRA INVESTMENTS, LLC
CRD 328478
|
MARYSVILLE, OH, United States | $112,850,000 | |
|
MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
|
RYE BROOK, NY, United States | $112,833,152 | |
|
INFINITE GIVING ADVISORY SERVICES, INC.
CRD 315935
|
ATLANTA, GA, United States | $112,814,787 | |
|
MOSAIC FI LLC
CRD 169670
|
LINCOLNSHIRE, IL, United States | $112,808,698 | |
|
FRA WEALTH MANAGEMENT LLC
CRD 284020
|
O'FALLON, IL, United States | $112,760,000 | |
|
ALPHA PLANNING AND FINANCIAL SERVICES, INC.
CRD 130842
|
SOLON, OH, United States | $112,753,128 | |
|
COBURN BARRETT, LLC
CRD 166464
|
SAN FRANCISCO, CA, United States | $112,680,590 | |
|
33 CAPITAL MANAGEMENT LLC
CRD 326780
|
GREENWICH, CT, United States | $112,670,347 | |
|
GASSMAN FINANCIAL LLC
CRD 317204
|
SALEM, NH, United States | $112,563,268 | |
|
GENESIS INVESTMENT ADVISORS, LLC
CRD 310878
|
OOLTEWAH, TN, United States | $112,522,622 | |
|
SOARING INVESTMENT MANAGEMENT, LLC
CRD 305273
|
PORTLAND, OR, United States | $112,516,204 | |
|
JASON W. QUALLS
CRD 159192
|
MURFREESBORO, TN, United States | $112,500,000 | |
|
EVERGREEN WEALTH ADVISORS
CRD 326535
|
RALEIGH, NC, United States | $112,481,709 | |
|
COGENT INDEPENDENT ADVISORS, INC.
CRD 161659
|
$112,445,743 |