Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
TRUMAN WEALTH ADVISORS LLC
CRD 334752
|
COLUMBIA, MO, United States | $105,980,250 | |
|
ABACUS INVESTMENTS LLC
CRD 327805
|
BIRMINGHAM, AL, United States | $105,949,539 | |
|
KAIROS CAPITAL MANAGEMENT, LLC
CRD 150342
|
BELLEVUE, WA, United States | $105,940,110 | |
|
PORTLAND FINANCIAL ADVISORS INC
CRD 127371
|
$105,846,846 | ||
|
RASP WEALTH SOLUTIONS, LLC
CRD 328248
|
$105,750,102 | ||
|
ACCESS CAPITAL, LLC
CRD 327013
|
WICHITA, KS, United States | $105,647,730 | |
|
FINANCIAL DESIGN STUDIO, INC.
CRD 286686
|
DEER PARK, IL, United States | $105,500,000 | |
|
CHANGING PARAMETERS, LLC
CRD 132551
|
LOS ALTOS, CA, United States | $105,384,876 | |
|
STEWARD ADVISORS GROUP, LLC
CRD 321846
|
HALFMOON, NY, United States | $105,372,244 | |
|
RELATIVE SENTIMENT TECHNOLOGIES, LLC
CRD 318050
|
$105,360,000 | ||
|
ORMONDE INVESTMENT MANAGEMENT, LLC
CRD 313328
|
DALLAS, TX, United States | $105,344,195 | |
|
CLEARVIEW INVESTMENT PARTNERS, LLC
CRD 150046
|
COSTA MESA, CA, United States | $105,341,742 | |
|
GUIDED WEALTH, LLC
CRD 339013
|
$105,320,637 | ||
|
EXPERIENCE YOUR WEALTH, LLC
CRD 305991
|
$105,302,182 | ||
|
INNOVATIVE FINANCIAL, LLC
CRD 127469
|
LAKEWOOD, CO, United States | $105,290,978 | |
|
VALUE FINANCIAL ADVISERS, INC.
CRD 107321
|
ORLANDO, FL, United States | $105,269,801 | |
|
MORGAN-ALY WEALTH MANAGEMENT, LLC
CRD 328483
|
WAUKESHA, WI, United States | $105,268,201 | |
|
WALLSTREETI.COM LLC.
CRD 123567
|
NEW YORK, NY, United States | $105,235,705 | |
|
INSTITUTIONAL INVESTMENT ADVISORS CORP
CRD 126055
|
NEW YORK, NY, United States | $105,215,000 | |
|
MD WEALTH ADVISORS INC
CRD 304595
|
CRANFORD, NJ, United States | $105,204,224 | |
|
KUKUI TREE CAPITAL MANAGEMENT LLC
CRD 330374
|
PALO ALTO, CA, United States | $105,200,000 | |
|
PETRIE CAPITAL MANAGEMENT LLC.
CRD 136480
|
SEATTLE, WA, United States | $105,181,953 | |
|
COMPASS RETIREMENT, LLC
CRD 158412
|
$105,097,361 | ||
|
LEGACY CHIEF FINANCIAL OFFICE, LLC
CRD 300873
|
SHENANDOAH, TX, United States | $105,079,723 | |
|
WEALTH ENGAGEMENT LLC
CRD 310438
|
ATLANTA, GA, United States | $105,040,254 | |
|
VENTURE FORTH FINANCIAL, LLC
CRD 283315
|
$105,011,667 | ||
|
CATALYST WEALTH MANAGEMENT LLC
CRD 329586
|
HOUSTON, TX, United States | $105,000,766 | |
|
HAWS FINANCIAL PLANNING LLC
CRD 299122
|
SIERRA VISTA, AZ, United States | $105,000,000 | |
|
CLOUT CAPITAL INVESTMENT MANAGERS LLC
CRD 327315
|
MIAMI, FL, United States | $105,000,000 | |
|
PIEDMONT PRIVATE WEALTH, LLC
CRD 339616
|
$105,000,000 | ||
|
GRAETER WEALTH ADVISORS, LLC
CRD 170046
|
LOUISVILLE, KY, United States | $104,897,434 | |
|
OPULUS LLC
CRD 304763
|
DOYLESTOWN, PA, United States | $104,887,661 | |
|
E & R WEALTH MANAGEMENT, LLC
CRD 171271
|
MOUNT PLEASANT, SC, United States | $104,796,418 | |
|
VAVRA CAPITAL MANAGEMENT, LLC
CRD 149307
|
$104,770,049 | ||
|
TH FINANCIAL, LLC
CRD 334134
|
$104,756,929 | ||
|
V&V MANAGEMENT GROUP CORPORATION
CRD 287468
|
MELVILLE, NY, United States | $104,755,522 | |
|
PLUM POINTE WEALTH MANAGEMENT, LLC
CRD 332618
|
PROVIDENCE, RI, United States | $104,737,431 | |
|
AG GLOBAL ADVISORS LLC
CRD 155398
|
$104,698,536 | ||
|
CEDARVIEW CAPITAL MANAGEMENT, LP
CRD 136253
|
WOODMERE, NY, United States | $104,603,322 | |
|
LUMINIST CAPITAL, LLC
CRD 173396
|
$104,592,075 | ||
|
SALTBOX FINANCIAL LLC
CRD 130882
|
PORTSMOUTH, NH, United States | $104,556,134 | |
|
S.C. THOMAS & ASSOCIATES, CPA, LLC
CRD 121666
|
MEDINA, OH, United States | $104,552,674 | |
|
INTEGRATED INVESTMENT STRATEGIES,INC.
CRD 122706
|
CARMEL, IN, United States | $104,549,560 | |
|
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L.
CRD 172284
|
1003 LAUSANNE, Switzerland | $104,539,000 | |
|
XENA FINANCIAL PLANNING, LLC
CRD 333436
|
PORTLAND, OR, United States | $104,461,476 | |
|
CRUISER CAPITAL ADVISORS, LLC
CRD 168739
|
STAMFORD, CT, United States | $104,440,949 | |
|
MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY
CRD 297882
|
PRINCETON, NJ, United States | $104,431,570 | |
|
HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
|
PITTSBURGH, PA, United States | $104,401,000 | |
|
RED SEVEN
CRD 168542
|
ESCONDIDO, CA, United States | $104,395,000 | |
|
ASSET PLANNING CORPORATION
CRD 126242
|
W. PALM BEACH, FL, United States | $104,378,457 |