Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SUMMIT PLANNING GROUP, INC.
CRD 125994
|
E. SYRACUSE, NY, United States | $111,006,666 | |
|
DUMONT GLOBAL LP
CRD 305883
|
NEW YORK, NY, United States | $111,000,000 | |
|
KOEHLER ASSET MANAGEMENT, LLC
CRD 340322
|
BABYLON, NY, United States | $110,995,000 | |
|
SEACREST INVESTMENT MANAGEMENT, LLC
CRD 143670
|
PURCHASE, NY, United States | $110,925,319 | |
|
EQUINOX FINANCIAL ADVISORS, INC.
CRD 312716
|
MANCHESTER CENTER, VT, United States | $110,918,449 | |
|
KALTBAUM CAPITAL MANAGEMENT, LLC
CRD 123991
|
$110,895,973 | ||
|
FOX FINANCIAL SERVICES, INC.
CRD 112506
|
WHITE PLAINS, NY, United States | $110,861,028 | |
|
APRICITY FINANCIAL, LLC
CRD 330201
|
$110,796,561 | ||
|
PACIFIC EXCEL WEALTH ADVISORS, INC.
CRD 172356
|
WALNUT CREEK, CA, United States | $110,790,269 | |
|
ASCENT ADVISORS LLC
CRD 335353
|
MANKATO, MN, United States | $110,775,600 | |
|
BETTER FINANCIAL SERVICES, LLC
CRD 329520
|
FEDERAL WAY, WA, United States | $110,750,000 | |
|
ADVANCED WEALTH MANAGEMENT, LLC
CRD 284438
|
SARASOTA, FL, United States | $110,740,116 | |
|
SCOTIA PARTNERS, LLC
CRD 140568
|
$110,730,178 | ||
|
TENGRAM CAPITAL PARTNERS L.P.
CRD 166930
|
WESTPORT, CT, United States | $110,719,129 | |
|
C.L. SHELDON & COMPANY, LLC
CRD 152582
|
$110,683,215 | ||
|
PROSPERO WEALTH, LLC
CRD 289966
|
$110,555,693 | ||
|
COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
|
PORTLAND, OR, United States | $110,517,958 | |
|
WEALTH FOUNDATIONS PARTNERS, LLC
CRD 330999
|
SALT LAKE CITY, UT, United States | $110,501,385 | |
|
FARRCREST CAPITAL LLC
CRD 340912
|
$110,500,000 | ||
|
SUCCESS WEALTH MANAGEMENT LLC
CRD 299094
|
WEXFORD, PA, United States | $110,470,000 | |
|
REH WEALTH ADVISORS LLC
CRD 153826
|
RALEIGH, NC, United States | $110,469,354 | |
|
THE TURLINGTON GROUP, INC.
CRD 317324
|
RALEIGH, NC, United States | $110,460,071 | |
|
ASK CAPITAL INVESTMENT MANAGERS, LLC
CRD 287711
|
AMARILLO, TX, United States | $110,445,880 | |
|
MUSSETT WEALTH MANAGEMENT, LLC
CRD 158463
|
RENSSELAER, NY, United States | $110,427,166 | |
|
ONE OAK HOLDINGS LLC
CRD 334282
|
$110,379,326 | ||
|
MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC
CRD 147139
|
CHICAGO, IL, United States | $110,375,561 | |
|
QUINT WEALTH MANAGEMENT, INC.
CRD 168463
|
WAPPINGERS FALLS, NY, United States | $110,371,469 | |
|
ARMOUR WEALTH ADVISORS, LLC
CRD 306171
|
TUMWATER, WA, United States | $110,366,065 | |
|
EXPONENT WEALTH LLC
CRD 334968
|
OREM, UT, United States | $110,365,945 | |
|
GENEROUSWEALTH, LLC
CRD 308263
|
SUMMERVILLE, SC, United States | $110,365,201 | |
|
WOLFSTONE WEALTH, LLC
CRD 319230
|
$110,330,007 | ||
|
CRYSTAL VIEW CAPITAL, LLC
CRD 283124
|
$110,324,702 | ||
|
CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
|
BURLINGTON, MA, United States | $110,312,780 | |
|
AIGEN INVESTMENT MANAGEMENT, LP
CRD 297391
|
NEW YORK CITY, NY, United States | $110,308,344 | |
|
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CRD 115122
|
GARDEN CITY, NY, United States | $110,269,757 | |
|
CS TOMASI WEALTH MANAGEMENT
CRD 287561
|
COSTA MESA, CA, United States | $110,265,442 | |
|
VISIONX WEALTH PARTNERS
CRD 333559
|
FORT DODGE, IA, United States | $110,238,956 | |
|
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
CRD 287547
|
PALM BEACH, FL, United States | $110,203,221 | |
|
CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
|
INDIANAPOLIS, IN, United States | $110,201,914 | |
|
PACIFIC FINANCIAL ADVISORS, INC.
CRD 154160
|
BELLEVUE, WA, United States | $110,181,436 | |
|
BW ASSET MANAGEMENT LTD
CRD 300503
|
GEORGE TOWN, Cayman Islands | $110,152,943 | |
|
SERVATUS CAPITAL, LLC
CRD 311428
|
NAPLES, FL, United States | $110,135,315 | |
|
HAMPEL INVESTMENT ADVISORS, LLC
CRD 300246
|
$110,132,399 | ||
|
POPLAR POINT CAPITAL MANAGEMENT LLC
CRD 165411
|
BURLINGAME, CA, United States | $110,119,933 | |
|
MEADOWBROOK WEALTH MANAGEMENT, LLC
CRD 110508
|
GARDEN CITY, NY, United States | $110,100,000 | |
|
BENTHAM WEALTH ADVISORS INC
CRD 332035
|
WILLIAMSVILLE, NY, United States | $110,100,000 | |
|
LOCKERMAN FINANCIAL GROUP, INC
CRD 316860
|
NEWPORT BEACH, CA, United States | $110,080,837 | |
|
SFGA LLC
CRD 168645
|
HONOLULU, HI, United States | $110,064,758 | |
|
INVESTABLE WEALTH, LLC
CRD 166721
|
$110,029,875 | ||
|
TABER ASSET MANAGEMENT L.L.C.
CRD 115849
|
$110,023,313 |