Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WELLACRE WEALTH MANAGEMENT, LLC
CRD 306770
|
SANTA MONICA, CA, United States | $104,340,000 | |
|
WLT PARTNERS INC.
CRD 339994
|
MIAMI, FL, United States | $104,287,165 | |
|
TUTTLE WEALTH PARTNERS LLC
CRD 338406
|
BROOKHAVEN, GA, United States | $104,235,867 | |
|
TAO PRIVATE WEALTH, LLC
CRD 340979
|
TULSA, OK, United States | $104,182,000 | |
|
ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
|
NEW CANAAN, CT, United States | $104,168,000 | |
|
BLUE CHIP FINANCIAL ADVISORS, LLC
CRD 119510
|
EAST PROVIDENCE, RI, United States | $104,069,000 | |
|
DHANDHO FUNDS LLC
CRD 283147
|
WEST LAKE HILLS, TX, United States | $104,034,265 | |
|
CARTER, TERRY & COMPANY, INC.
CRD 16365
|
ATLANTA, GA, United States | $103,973,773 | |
|
PRESTIGE WEALTH MANAGEMENT, LLC
CRD 150079
|
PUEBLO, CO, United States | $103,963,088 | |
|
WAVELENGTH CAPITAL MANAGEMENT, LLC
CRD 167725
|
WESTPORT, CT, United States | $103,954,428 | |
|
ASTEROZOA MANAGEMENT LLC
CRD 316870
|
PHOENIX, AZ, United States | $103,936,739 | |
|
BAFFIN ADVISORS LLC
CRD 151202
|
$103,904,710 | ||
|
POINT NEMO CAPITAL, LLC
CRD 328695
|
$103,767,283 | ||
|
LONGBOARD ASSET MANAGEMENT, LP
CRD 155617
|
$103,758,609 | ||
|
325 FILLMORE LLC
CRD 287625
|
DENVER, CO, United States | $103,751,644 | |
|
BRIGHT LAKE WEALTH MANAGEMENT, LLC
CRD 323513
|
REDDING, CA, United States | $103,644,423 | |
|
ALTITUDE CAPITAL MANAGEMENT LLC
CRD 329366
|
DES MOINES, IA, United States | $103,600,000 | |
|
EUROCAPITAL ADVISORS, INC
CRD 126163
|
MIAMI, FL, United States | $103,595,993 | |
|
ALAMO CAPITAL
CRD 26193
|
WALNUT CREEK, CA, United States | $103,590,000 | |
|
FINANCIAL COUNSELING ASSOCIATES, INC.
CRD 115123
|
$103,520,000 | ||
|
LIFEFOCUS FINANCIAL ADVISORS, LLC
CRD 136020
|
WALLA WALLA, WA, United States | $103,509,339 | |
|
AG FINANCIAL, LLC
CRD 140226
|
SALT LAKE CITY, UT, United States | $103,463,706 | |
|
SEASIDE WEALTH ADVISORS LLC
CRD 327645
|
$103,460,697 | ||
|
STAGE WEALTH MANAGEMENT, INC.
CRD 320774
|
$103,453,750 | ||
|
ADVOCACY FINANCIAL LLC
CRD 305954
|
COVINGTON, LA, United States | $103,416,660 | |
|
REITZ CAPITAL ADVISORS LLC
CRD 167088
|
FREELAND, MI, United States | $103,411,751 | |
|
NAYLOR & COMPANY INVESTMENTS, LLC
CRD 124924
|
$103,386,844 | ||
|
GSSG SOLAR, LLC
CRD 307493
|
DENVER, CO, United States | $103,378,745 | |
|
NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC
CRD 168646
|
$103,353,573 | ||
|
BUTTERWORTH FINANCIAL LLC
CRD 325026
|
DANVERS, MA, United States | $103,300,000 | |
|
ALLRIDGE WEALTH MANAGEMENT, P.C.
CRD 117249
|
ASHBURN, VA, United States | $103,273,487 | |
|
ABUNDANT WEALTH PARTNERS, LLC
CRD 317221
|
SANTA BARBARA, CA, United States | $103,183,113 | |
|
NAVIGATION WEALTH MANAGEMENT, INC.
CRD 282640
|
FORT COLLINS, CO, United States | $103,175,002 | |
|
FIRST FINANCIAL SERVICES, LLC
CRD 329276
|
LITTLE ROCK, AR, United States | $103,158,530 | |
|
RIVERSTONE ASSET MANAGEMENT, LLC
CRD 161087
|
LOUISVILLE, KY, United States | $103,037,541 | |
|
MORALIS TECHNOLOGIES, LLC
CRD 316221
|
PITTSBURGH, PA, United States | $103,031,482 | |
|
INVICTUS TIMING SERVICE LTD
CRD 106372
|
WESTBURY, NY, United States | $103,001,050 | |
|
IRONHORN ADVISORS LLC
CRD 339425
|
AUSTIN, TX, United States | $103,000,000 | |
|
WEALTH STRATEGIES GROUP
CRD 326407
|
NEWPORT BEACH, CA, United States | $102,928,253 | |
|
TEMPLER WEALTH MANAGEMENT, LLC
CRD 305972
|
VIENNA, VA, United States | $102,919,045 | |
|
CRAFTED FINANCE, LLC
CRD 283318
|
$102,917,708 | ||
|
PEARL WEALTH GROUP, LLC
CRD 326283
|
$102,909,000 | ||
|
OPPORTUNUS WEALTH MANAGEMENT, LLC
CRD 300141
|
$102,895,047 | ||
|
NETWORTH ASSET MANAGEMENT, INC
CRD 105145
|
$102,813,096 | ||
|
FAIRCHILD CAPITAL LLC
CRD 298428
|
PORTLAND, OR, United States | $102,789,935 | |
|
DORIAN INVESTMENT ADVISORY LLC
CRD 339280
|
MEMPHIS, TN, United States | $102,628,570 | |
|
UHY WEALTH MANAGEMENT RIA LLC
CRD 317608
|
FARMINGTON HILLS, MI, United States | $102,590,862 | |
|
AOT INVEST LLC
CRD 319016
|
DAVENPORT, IA, United States | $102,580,000 | |
|
COAST CAPITAL MANAGEMENT, LP
CRD 289883
|
NEW YORK, NY, United States | $102,577,762 | |
|
BRAZOS CAPITAL, LLC
CRD 289749
|
AUSTIN, TX, United States | $102,528,960 |