Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
O.F.O. PARTNERS, LLC
CRD 297424
|
HINGHAM, MA, United States | $110,005,402 | |
|
HUNT WEALTH MANAGEMENT GROUP, INC.
CRD 288892
|
CONCORD, CA, United States | $110,000,000 | |
|
WERLEMANN SECURITIES LLC
CRD 317777
|
NEWPORT BEACH, CA, United States | $110,000,000 | |
|
PEAKSHARES LLC
CRD 329193
|
TAMPA, FL, United States | $110,000,000 | |
|
PRIVATE CLIENT ADVISOR GROUP, LLC
CRD 330038
|
PALM CITY, FL, United States | $110,000,000 | |
|
TENBRIDGE PARTNERS LLC
CRD 159378
|
PORTLAND, OR, United States | $109,988,674 | |
|
OLDFIELD WEALTH PARTNERS LLC
CRD 332765
|
BANGOR, ME, United States | $109,966,376 | |
|
MAINLINE INVESTMENT ADVISERS, LLC
CRD 159045
|
WYNNEWOOD, PA, United States | $109,927,979 | |
|
CAREGEN WEALTH MANAGEMENT LLC
CRD 315313
|
SAN MATEO, CA, United States | $109,926,074 | |
|
MD WEALTH MANAGEMENT, LLC
CRD 297823
|
CHELSEA, MI, United States | $109,904,649 | |
|
RENAISSANCE WEALTH ADVISORS, LLC
CRD 300007
|
NEWTON, MA, United States | $109,897,240 | |
|
SONIC GP LLC
CRD 322801
|
HONOLULU, HI, United States | $109,870,742 | |
|
PARK SHORE PARTNERS LLC
CRD 145265
|
ERIE, PA, United States | $109,865,244 | |
|
GILBERT FINANCIAL, LLC
CRD 130337
|
HONEOYE FALLS, NY, United States | $109,818,955 | |
|
QUABBIN ADVISORS, LLC
CRD 160019
|
AMHERST, MA, United States | $109,766,450 | |
|
JAKE CARRIS FINANCIAL PLANNING, LLC
CRD 290061
|
ORLANDO, FL, United States | $109,685,265 | |
|
OXFORD WEALTH MANAGEMENT LLC
CRD 332725
|
LINDON, UT, United States | $109,624,448 | |
|
VERAZ ADVISORS, LLC
CRD 304619
|
SAN RAMON, CA, United States | $109,563,851 | |
|
PRIVATE ASSET MANAGEMENT INC
CRD 108815
|
KIRKLAND, WA, United States | $109,489,332 | |
|
INTERNATIONAL MANAGEMENT ADVISORS LTD.
CRD 140361
|
$109,484,003 | ||
|
CAPSTONE WEALTH MANAGEMENT CORP.
CRD 165359
|
LAKELAND, FL, United States | $109,447,228 | |
|
SIMCOE CAPITAL, LLC
CRD 121505
|
SPOKANE, WA, United States | $109,440,888 | |
|
SIZEMORE CAPITAL MANAGEMENT, LLC
CRD 146961
|
SAN ISIDRO, Peru | $109,428,829 | |
|
WEALTHSHAPE LLC
CRD 226733
|
WINDSOR, CT, United States | $109,423,270 | |
|
PEAK FINANCIAL MANAGEMENT, INC.
CRD 281223
|
BROOMFIELD, CO, United States | $109,420,824 | |
|
ALPHA FINANCIAL MANAGEMENT, INC.
CRD 125800
|
SAVANNAH, GA, United States | $109,376,177 | |
|
AFTON ADVISORS, LLC
CRD 300884
|
$109,338,019 | ||
|
INGRAM ADVISORY SERVICES, LLC
CRD 123508
|
WINTER HAVEN, FL, United States | $109,309,178 | |
|
GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
|
RED BANK, NJ, United States | $109,308,243 | |
|
ASPIRE ADVISORS, LLC
CRD 150652
|
NORTH WHITE PLAINS, NY, United States | $109,185,877 | |
|
NK CAPITAL LLC
CRD 318615
|
$109,165,768 | ||
|
ARCH PARTNERS WEALTH MANAGEMENT, INC.
CRD 123735
|
WATKINSVILLE, GA, United States | $109,152,241 | |
|
RLJ EQUITY PARTNERS, LLC
CRD 162006
|
BETHESDA, MD, United States | $109,129,886 | |
|
LYONS WEALTH MANAGEMENT, LLC
CRD 150581
|
WINTER PARK, FL, United States | $109,121,693 | |
|
PARTNERS CAPITAL SERVICES, INC.
CRD 127621
|
HAUPPAUGE, NY, United States | $109,086,679 | |
|
SKYPOINT CAPITAL ADVISORS, LLC
CRD 314979
|
ATLANTA, GA, United States | $109,009,836 | |
|
FINISH WELL RIA LLC
CRD 321957
|
COLUMBUS, OH, United States | $109,000,000 | |
|
A BETTER WAY FINANCIAL, LLC
CRD 304914
|
ALLENTOWN, PA, United States | $108,964,358 | |
|
PAVLIC INVESTMENT ADVISORS, INC.
CRD 111246
|
DELAFIELD, WI, United States | $108,843,269 | |
|
PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043
|
JACKSONVILLE, FL, United States | $108,836,692 | |
|
CAPITAL ENDURANCE GROUP, INC
CRD 284793
|
ALPHARETTA, GA, United States | $108,822,905 | |
|
ISLET MANAGEMENT, LP
CRD 290576
|
NEW YORK, NY, United States | $108,805,629 | |
|
BLUE GRANITE CAPITAL, LLC
CRD 125607
|
CHARLESTON, SC, United States | $108,773,163 | |
|
HFG COLORADO, INC.
CRD 113511
|
GREENWOOD VILLAGE, CO, United States | $108,767,232 | |
|
A. J. PERRY & COMPANY, INC.
CRD 107041
|
TOWSON, MD, United States | $108,760,000 | |
|
NORTHBROOK FINANCIAL PLANNING LLC
CRD 309060
|
BALTIMORE, MD, United States | $108,760,000 | |
|
EDEN CAPITAL MANAGEMENT, LLC
CRD 284485
|
$108,711,208 | ||
|
FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC
CRD 125964
|
$108,692,772 | ||
|
ROOTED FINANCIAL GROUP, LLC
CRD 335302
|
TIGARD, OR, United States | $108,680,079 | |
|
ASSET MANAGEMENT SERVICES, INC.
CRD 110803
|
$108,670,330 |