Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
RS ASSET MANAGEMENT, LLC
CRD 157768
|
COLORADO SPRINGS, CO, United States | $107,201,521 | |
|
TURNER CAPITAL INVESTMENTS, LLC
CRD 146134
|
AUSTIN, TX, United States | $107,167,153 | |
|
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
CRD 329079
|
ST. PETERSBURG, FL, United States | $107,110,000 | |
|
MARTIN WEALTH MANAGEMENT
CRD 135813
|
$107,088,335 | ||
|
INDEPENDENT WEALTH MANAGEMENT LLC
CRD 146633
|
KENOSHA, WI, United States | $107,087,243 | |
|
FAIRWAY INVESTMENT GROUP, LLC
CRD 149034
|
EAST LANSING, MI, United States | $107,053,311 | |
|
AMBER ROAD INVESTORS LP
CRD 342249
|
NEW YORK, NY, United States | $107,028,387 | |
|
JACKSON WEALTH MANAGEMENT, LLC
CRD 310496
|
CASTLE ROCK, CO, United States | $107,026,630 | |
|
RK ASSET MANAGEMENT, LLC
CRD 121886
|
$107,024,370 | ||
|
DC CAPITAL MANAGEMENT, LLC
CRD 142841
|
$107,009,732 | ||
|
SAWTELLE, CHARLES SCOTT
CRD 158732
|
$107,000,000 | ||
|
MUSE CAPITAL MANAGEMENT LLC
CRD 304463
|
SANTA MONICA, CA, United States | $106,983,502 | |
|
TRUSCO INVESTMENT MANAGEMENT, LLC
CRD 285736
|
NASHVILLE, TN, United States | $106,974,102 | |
|
POTOMAC INVESTMENT COMPANY
CRD 14553
|
$106,972,702 | ||
|
KJ CAPITAL MANAGEMENT LLC
CRD 147495
|
$106,971,740 | ||
|
603 FINANCIAL ADVISORS, LLC
CRD 324422
|
$106,891,642 | ||
|
ENDURE CAPITAL, LLC
CRD 338391
|
LAKE FOREST, CA, United States | $106,891,304 | |
|
ELLA FINANCIAL ADVISING LLC
CRD 307357
|
OAKLAND, CA, United States | $106,855,983 | |
|
KALAMATA ASSET MANAGEMENT LLC
CRD 284328
|
BETHESDA, MD, United States | $106,844,709 | |
|
EQV ADVISORY, LLC
CRD 338271
|
RALEIGH, NC, United States | $106,778,605 | |
|
LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
CRD 127618
|
NASHVILLE, TN, United States | $106,774,568 | |
|
STONEX INTERNATIONAL ADVISORS INC
CRD 153799
|
MIAMI, FL, United States | $106,652,630 | |
|
HAYNIE WEALTH MANAGEMENT LLC
CRD 305852
|
SALT LAKE CITY, UT, United States | $106,642,575 | |
|
YOUR IA, LLC
CRD 338535
|
ST. GEORGE, UT, United States | $106,633,240 | |
|
EAGLESON ARNDT FINANCIAL ADVISORS, LLC
CRD 134098
|
THOUSAND OAKS, CA, United States | $106,630,041 | |
|
HORSE COVE PARTNERS LLC
CRD 172389
|
ATLANTA, GA, United States | $106,620,611 | |
|
COASTAL WEALTH ADVISORS, LLC
CRD 174574
|
JOHNS ISLAND, SC, United States | $106,620,193 | |
|
MEKETA CAPITAL, LLC
CRD 328303
|
DENVER, CO, United States | $106,582,146 | |
|
STAGE 2 PLANNING PARTNERS LLC
CRD 323281
|
S BURLINGTON, VT, United States | $106,498,446 | |
|
TOP PRIVATE WEALTH LLC
CRD 331000
|
GLASTONBURY, CT, United States | $106,489,782 | |
|
BERGAMOT ASSET MANAGEMENT LP
CRD 309424
|
PRINCETON, NJ, United States | $106,482,912 | |
|
THAYER FINANCIAL, L.L.C.
CRD 304729
|
HICKORY, NC, United States | $106,449,059 | |
|
MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC
CRD 158134
|
CANFIELD, OH, United States | $106,407,368 | |
|
FIDUCIARY ADVISOR ADVOCATES, LLC
CRD 169039
|
$106,400,000 | ||
|
FOX, ROGER BENNETT
CRD 129367
|
ENCINO, CA, United States | $106,368,400 | |
|
WEALTH MANAGEMENT SOLUTIONS LLC
CRD 296875
|
$106,305,710 | ||
|
DILLOW WEALTH MANAGEMENT LLC
CRD 313192
|
OAK BROOK, IL, United States | $106,259,140 | |
|
ARCADIUS CAPITAL PARTNERS INC.
CRD 173645
|
$106,249,470 | ||
|
ACCOUNT MANAGEMENT, LLC
CRD 110303
|
$106,244,499 | ||
|
CYPRESS CAPITAL MANAGEMENT US LIMITED
CRD 139037
|
VANCOUVER, BRITISH COLUMBIA, Canada | $106,218,886 | |
|
1230 ADVISORS, LLC
CRD 312504
|
POUND RIDGE, NY, United States | $106,200,000 | |
|
BIRNAM WOOD CAPITAL, LLC
CRD 269897
|
DALLAS, TX, United States | $106,127,018 | |
|
WEALTH CREATION MANAGEMENT GROUP LLC
CRD 300539
|
$106,116,250 | ||
|
RAISON ASSET MANAGEMENT CORP.
CRD 282147
|
TALLINN, Estonia | $106,097,249 | |
|
MASECO ASIA LIMITED
CRD 310966
|
HONG KONG, Hong Kong | $106,095,146 | |
|
MANA FINANCIAL LIFE DESIGN, LLC
CRD 298277
|
$106,079,775 | ||
|
IMBER FINANCIAL GROUP, LLC
CRD 144846
|
ANN ARBOR, MI, United States | $106,038,540 | |
|
POLERO ICE ADVISERS
CRD 148790
|
$106,028,000 | ||
|
ARCTIS GLOBAL LLC
CRD 308220
|
$106,000,000 | ||
|
WESTPOINT WEALTH MANAGEMENT, LLC
CRD 310883
|
BEREA, OH, United States | $106,000,000 |