Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
|
AUSTIN, TX, United States | $108,661,199 | |
|
AII CAPITAL MANAGEMENT, LLC
CRD 299674
|
MOORPARK, CA, United States | $108,624,916 | |
|
TEN PEAKS PARTNERS L.L.C.
CRD 169364
|
CLAYTON, MO, United States | $108,601,957 | |
|
FINANCES FOR REAL LIFE
CRD 324090
|
LOMPOC, CA, United States | $108,598,044 | |
|
DOUBLE EAGLE WEALTH MANAGEMENT LLC
CRD 330398
|
DALLAS, TX, United States | $108,579,555 | |
|
PRIVACORE CAPITAL ADVISORS, LLC
CRD 330893
|
NEW YORK, NY, United States | $108,503,548 | |
|
L&S PRIVATE WEALTH, LLC
CRD 339946
|
OKLAHOMA CITY, OK, United States | $108,501,056 | |
|
JRP CAPITAL CORP
CRD 106285
|
DUBLIN, OH, United States | $108,500,000 | |
|
GREENBROOK MANAGEMENT, LLC
CRD 313632
|
NEW YORK, NY, United States | $108,493,703 | |
|
TRIPLE SUMMIT ADVISORS, LLC
CRD 282764
|
$108,473,568 | ||
|
CHARLESBRIDGE ADVISORS, LLC
CRD 341159
|
DEDHAM, MA, United States | $108,461,672 | |
|
MONTELLO WEALTH MANAGEMENT, INC.
CRD 151058
|
PALM BEACH GARDENS, FL, United States | $108,420,000 | |
|
STANDARD PARTNERS LLC
CRD 167956
|
BETHESDA, MD, United States | $108,273,868 | |
|
POWERHOUSE FINANCIAL ADVISORS, INC.
CRD 338952
|
MINDEN, NV, United States | $108,231,666 | |
|
SCHNALL ADVISORY SERVICES, INC
CRD 106339
|
$108,221,920 | ||
|
PEAPOD LANE CAPITAL LLC
CRD 159963
|
BEDFORD HILLS, NY, United States | $108,188,034 | |
|
PANTELES ADVISORS, LLC
CRD 322676
|
ARGYLE, TX, United States | $108,183,493 | |
|
FEDERMANN FINANCIAL ADVISORS INC.
CRD 129975
|
ROCKY POINT, NY, United States | $108,153,527 | |
|
NEWMAN LADD CAPITAL ADVISORS, LLC.
CRD 129860
|
CAMILLUS, NY, United States | $108,088,103 | |
|
COBALT FINANCIAL PARTNERS LLC
CRD 168710
|
$108,069,000 | ||
|
LAIDLAW WEALTH MANAGEMENT LLC
CRD 150040
|
NEW YORK, NY, United States | $108,065,823 | |
|
SCHLOSSER FINANCIAL SERVICES, INC.
CRD 128809
|
$108,000,000 | ||
|
SRN ADVISORS, LLC
CRD 307155
|
HUNTINGDON VALLEY, PA, United States | $108,000,000 | |
|
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
|
FAIR HAVEN, NJ, United States | $107,946,217 | |
|
JAYCO WEALTH MANAGEMENT, INC.
CRD 171884
|
$107,945,594 | ||
|
SHANNON T. PITNER AND COMPANY
CRD 311853
|
INDIALANTIC, FL, United States | $107,918,714 | |
|
SUMNICHT & ASSOCIATES, LLC
CRD 111421
|
APPLETON, WI, United States | $107,891,921 | |
|
APPLIED QUANTITATIVE INVESTMENTS LLC
CRD 339159
|
LONE TREE, CO, United States | $107,861,049 | |
|
RIVER1 ASSET MANAGEMENT LLC
CRD 329230
|
MILWAUKEE, WI, United States | $107,816,345 | |
|
CAMELOT EVENT-DRIVEN ADVISORS, LLC
CRD 291798
|
MAUMEE, OH, United States | $107,799,559 | |
|
WHEALTHY EMPOWERMENT NETWORK, LLC
CRD 334271
|
$107,770,717 | ||
|
NYE WEALTH MANAGEMENT LLC
CRD 170415
|
HUDSON, OH, United States | $107,700,000 | |
|
MILBORN ADVISORS, LTD
CRD 291305
|
MILWAUKEE, WI, United States | $107,692,612 | |
|
FORTHRIGHT CAPITAL ADVISORY LLC
CRD 323596
|
LAS VEGAS, NV, United States | $107,686,977 | |
|
LEGACY PARTNERS FINANCIAL GROUP, LLC
CRD 137025
|
WOODSTOCK, GA, United States | $107,628,538 | |
|
RANDALL FINANCIAL GROUP, LLC
CRD 134804
|
SMITHFILED, RI, United States | $107,551,908 | |
|
SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
|
PLEASANT GROVE, UT, United States | $107,518,073 | |
|
SHERPA CAPITAL MANAGEMENT, LLC
CRD 336739
|
$107,481,071 | ||
|
IDLE HILL ADVISORS LLC
CRD 317040
|
GREENVILLE, SC, United States | $107,479,012 | |
|
MESCHEL WEALTH MANAGEMENT LLC
CRD 307239
|
$107,462,176 | ||
|
SKM WEALTH ADVISORS LLC
CRD 333778
|
ERIE, PA, United States | $107,461,065 | |
|
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.
CRD 300058
|
IRVINE, CA, United States | $107,371,381 | |
|
NORTH BAY WEALTH MANAGEMENT
CRD 285523
|
PETALUMA, CA, United States | $107,342,382 | |
|
AMH EQUITY LTD
CRD 160452
|
$107,299,791 | ||
|
THE FINANCIAL LEGACY GROUP, LLC
CRD 287632
|
CHARLOTTE, NC, United States | $107,292,807 | |
|
STRICKLER INVESTMENT SERVICES, LLC
CRD 332778
|
BRIGHTON, MI, United States | $107,259,633 | |
|
BETTER WAY LLC
CRD 300305
|
BAL HARBOUR, FL, United States | $107,250,000 | |
|
HOGAN INVESTMENT COUNSEL, LLC
CRD 160186
|
CORDOVA, TN, United States | $107,242,702 | |
|
TOTAL WEALTH ADVISORS, LLC
CRD 164633
|
HOPKINS, MN, United States | $107,216,881 | |
|
OMNITRUST WEALTH MANAGEMENT, INC.
CRD 298025
|
JACKSONVILLE, FL, United States | $107,206,083 |