Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ONTRACK WEALTH MANAGEMENT, LLC
CRD 311374
|
CANTON, MI, United States | $112,418,745 | |
|
BCK CAPITAL MANAGEMENT LP
CRD 282798
|
STAMFORD, CT, United States | $112,353,884 | |
|
ARIA WEALTH PARTNERS, LLC
CRD 334270
|
CHARLOTTESVILLE, VA, United States | $112,343,257 | |
|
SNYDER ASSET MANAGEMENT, LLC
CRD 290450
|
HUNT VALLEY, MD, United States | $112,300,000 | |
|
SAN FRANCISCO WEALTH PLANNING LLC
CRD 296438
|
$112,288,388 | ||
|
KDM WEALTH MANAGEMENT INC.
CRD 152002
|
GENEVA, IL, United States | $112,237,716 | |
|
SUPERIOR FINANCIAL, LLC
CRD 148326
|
ROCHESTER, MN, United States | $112,181,935 | |
|
INKWELL CAPITAL LLC
CRD 155907
|
$112,174,469 | ||
|
O'CONNOR CAPITAL ADVISORY, LLC
CRD 152687
|
SCOTTSDALE, AZ, United States | $112,136,990 | |
|
ENGAGE WEALTH ADVISORS, LLC
CRD 289996
|
OVERLAND PARK, KS, United States | $112,114,154 | |
|
RETIREMENT CAPITAL PLANNERS, LLC
CRD 298369
|
$112,101,511 | ||
|
ARAGON CAPITAL, LLC
CRD 337597
|
HOMEWOOD, AL, United States | $112,050,000 | |
|
PALADIN REALTY PARTNERS, LLC
CRD 158258
|
$112,049,804 | ||
|
YAHARA WEALTH MANAGEMENT LLC
CRD 168325
|
MADISON, WI, United States | $112,048,767 | |
|
WEALTHLYNK, INC.
CRD 327527
|
FALLBROOK, CA, United States | $112,008,547 | |
|
LEEB CAPITAL MANAGEMENT, INC.
CRD 104793
|
NEW YORK, NY, United States | $111,945,919 | |
|
RIGHTOAK ASSET MANAGEMENT, LLC
CRD 337832
|
$111,936,258 | ||
|
BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC
CRD 330189
|
NEW YORK, NY, United States | $111,922,530 | |
|
STRONG INVESTMENT MANAGEMENT, LLC
CRD 289309
|
CANTON, OH, United States | $111,903,795 | |
|
CAPITOL WEALTH MANAGEMENT, INC.
CRD 114994
|
MCLEAN, VA, United States | $111,888,886 | |
|
UNDERDOG WEALTH MANAGEMENT, LLC
CRD 152998
|
MAPLE GROVE, MN, United States | $111,880,222 | |
|
COMPASS RETIREMENT GROUP LLC
CRD 282420
|
ST. LOUIS, MO, United States | $111,859,803 | |
|
CALEO CAPITAL N.A. LLC
CRD 308542
|
PONTE VEDRA, FL, United States | $111,841,090 | |
|
ORCHARD CAPITAL MANAGEMENT, LLC
CRD 269957
|
CHICAGO, IL, United States | $111,840,000 | |
|
PRIMM & CO INC
CRD 105891
|
$111,819,874 | ||
|
SULLIVAN INVESTMENT MANAGEMENT LLC
CRD 289217
|
WISCONSIN RAPIDS, WI, United States | $111,800,000 | |
|
TAM CAPITAL MANAGEMENT INC
CRD 155271
|
$111,712,704 | ||
|
SYMPHONY WEALTH MANAGEMENT, LLC.
CRD 283794
|
$111,700,000 | ||
|
SETARCOS WEALTH ADVISORS LLC
CRD 157930
|
PHILADELPHIA, PA, United States | $111,675,224 | |
|
PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
|
HOOVER, AL, United States | $111,641,308 | |
|
POWERS INVESTMENT ADVISORY CORPORATION
CRD 110401
|
$111,579,096 | ||
|
WEALTHFRONT STRATEGIES LLC
CRD 289148
|
PALO ALTO, CA, United States | $111,555,225 | |
|
VALLEY WEALTH MANAGEMENT LLC
CRD 327845
|
OSHKOSH, WI, United States | $111,533,034 | |
|
PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
|
INDIANAPOLIS, IN, United States | $111,451,980 | |
|
DW INVESTMENT SOLUTIONS, INC.
CRD 150471
|
$111,409,050 | ||
|
GLOBAL OPPORTUNE INVESTMENTS LLC
CRD 319494
|
MIAMI, FL, United States | $111,348,774 | |
|
FINANCIAL MOUNTAIN INC
CRD 108489
|
BOULDER, CO, United States | $111,337,000 | |
|
MILNE FINANCIAL PLANNING, INC.
CRD 116346
|
SAINT JOHNSBURY, VT, United States | $111,321,170 | |
|
THE QUICK GROUP LLC
CRD 334472
|
NEW YORK, NY, United States | $111,264,741 | |
|
BELLEAIR WEALTH MANAGEMENT, LLC
CRD 131666
|
BELLEAIR BLUFFS, FL, United States | $111,159,804 | |
|
FULLY FINANCIAL, LLC
CRD 326015
|
ATHENS, GA, United States | $111,147,357 | |
|
SPIRIT WEST ADVISORS, LLC
CRD 285314
|
SCOTTSDALE, AZ, United States | $111,100,000 | |
|
INTEGRITY WEALTH MANAGEMENT, LLC
CRD 130422
|
$111,087,065 | ||
|
BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
|
EVANSTON, IL, United States | $111,082,039 | |
|
HARBOR LIGHT PLANNING, LLC
CRD 129022
|
$111,081,100 | ||
|
GOLDEN YEARS ADVISORY, LLC
CRD 151640
|
DULUTH, GA, United States | $111,071,559 | |
|
GALLACHER CAPITAL LLC
CRD 339154
|
LONE TREE, CO, United States | $111,061,179 | |
|
SWAD WEALTH MANAGEMENT, LLC
CRD 319218
|
SANTA ROSA, CA, United States | $111,061,079 | |
|
KROEGER FINANCIAL PARTNERS
CRD 175113
|
GRASS VALLEY, CA, United States | $111,051,159 | |
|
LEVENSON WEALTH LLC
CRD 288726
|
$111,043,500 |