Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FACTORY CAPITAL LLC
CRD 341250
|
LOS ANGELES, CA, United States | $102,526,166 | |
|
PAGE WEALTH SERVICES, LLC
CRD 323914
|
CROZET, VA, United States | $102,494,493 | |
|
VICTORY ASSET MANAGEMENT CO., INC.
CRD 107203
|
MULLICA HILL, NJ, United States | $102,465,525 | |
|
STILLWATER CAPITAL MANAGEMENT, CORP
CRD 313075
|
CARMEL-BY-THE-SEA, CA, United States | $102,463,339 | |
|
ROCKY HILL ADVISORS INC.
CRD 123242
|
PEABODY, MA, United States | $102,418,700 | |
|
NEEDHAM R B ADVISORY CORP
CRD 105378
|
NORTH ANDOVER, MA, United States | $102,400,806 | |
|
CROWDOUT CAPITAL LLC
CRD 305018
|
AUSTIN, TX, United States | $102,381,734 | |
|
CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
|
SALEM, OR, United States | $102,375,746 | |
|
DOMESTIQUE CAPITAL LLC
CRD 283046
|
$102,362,447 | ||
|
BHC WEALTH MANAGEMENT, LLC
CRD 339475
|
ENGLEWOOD, CO, United States | $102,210,253 | |
|
SANCTUARY FINANCIAL PLANNING, LLC
CRD 325857
|
$102,173,006 | ||
|
A SLING & A STONE, INCORPORATED
CRD 134943
|
BURNET, TX, United States | $102,058,435 | |
|
HUNT CAPITAL MANAGEMENT, LLC
CRD 308017
|
NEW YORK, NY, United States | $102,049,770 | |
|
WYNN CAPITAL MANAGEMENT, LLC
CRD 119355
|
SANTA CRUZ, CA, United States | $102,011,468 | |
|
SOUND LEGACY WEALTH ADVISORS, LLC
CRD 306332
|
$102,000,000 | ||
|
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
CRD 132777
|
SAN RAMON, CA, United States | $101,995,843 | |
|
HAIRE WEALTH MANAGEMENT, INC.
CRD 339998
|
TUPELO, MS, United States | $101,972,292 | |
|
BALANCED WEALTH MANAGEMENT, LLC.
CRD 174699
|
WEST WARWICK, RI, United States | $101,959,984 | |
|
APFORIA LTD
CRD 327176
|
VIRGINIA BEACH, VA, United States | $101,914,296 | |
|
ONEWELTH INC
CRD 325277
|
NEW YORK, NY, United States | $101,854,177 | |
|
SHANKLAND FINANCIAL ADVISORS, LLC
CRD 139562
|
$101,831,137 | ||
|
ENDURANCE FINANCIAL PLANNING, LLC
CRD 305583
|
MCALLEN, TX, United States | $101,773,387 | |
|
CORNWALL CAPITAL MANAGEMENT LP
CRD 161451
|
NEW YORK, NY, United States | $101,753,039 | |
|
STRATEGIC WEALTH PARTNERS LLC
CRD 336564
|
FRANKLIN, TN, United States | $101,700,000 | |
|
HANOVER SQUARE WEALTH ADVISORS LLC
CRD 336534
|
$101,600,000 | ||
|
BLANTYRE CAPITAL US LLC
CRD 336308
|
NEW YORK, NY, United States | $101,568,180 | |
|
SEQUENTIS CAPITAL LLC
CRD 298533
|
BOSTON, MA, United States | $101,535,976 | |
|
TIA WEALTH MANAGEMENT LLC
CRD 327402
|
NEWBURYPORT, MA, United States | $101,504,000 | |
|
SKY VISION WEALTH MANAGEMENT CORP.
CRD 317320
|
IRVINE, CA, United States | $101,436,090 | |
|
INTEGRATIVE PLANNING, INC.
CRD 336307
|
CORNELIUS, NC, United States | $101,384,621 | |
|
MENDOZA PRIVATE WEALTH INC.
CRD 329126
|
NORTH MIAMI, FL, United States | $101,369,000 | |
|
BESPOKE INVESTMENT GROUP, LLC
CRD 144080
|
HARRISON, NY, United States | $101,322,521 | |
|
AXXETS WEALTH MANAGEMENT USA LLC
CRD 340858
|
AVENTURA, FL, United States | $101,303,220 | |
|
WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139
|
WINTER HAVEN, FL, United States | $101,300,000 | |
|
INTEGRATED BENEFITS, INCORPORATED
CRD 112518
|
$101,291,369 | ||
|
PALOMAR ADVISORS INC.
CRD 285358
|
$101,258,620 | ||
|
SWISS FINANCE PRIVATE WEALTH MANAGEMENT LLC
CRD 342936
|
SOUTHBURY, CT, United States | $101,191,274 | |
|
ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666
|
HILLSBORO, OR, United States | $101,145,657 | |
|
CANTATA WEALTH MANAGEMENT, LLC
CRD 332526
|
CORAL GABLES, FL, United States | $101,092,094 | |
|
RGA INVESTMENT ADVISORS, LLC
CRD 149171
|
GREAT NECK, NY, United States | $101,088,230 | |
|
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
CRD 318700
|
SCOTTSDALE, AZ, United States | $101,068,809 | |
|
BEACON ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 318651
|
MAUMEE, OH, United States | $101,067,667 | |
|
ENSIGN ADVISORY PARTNERS LLC
CRD 325650
|
GILBERT, AZ, United States | $101,016,323 | |
|
BRAVE EAGLE WEALTH MANAGEMENT, LLC
CRD 283307
|
NEW YORK, NY, United States | $101,000,000 | |
|
FC WEALTH SOLUTIONS LLC
CRD 286381
|
WESTERVILLE, OH, United States | $101,000,000 | |
|
34 FINANCIAL, LLC
CRD 329383
|
ATLANTA, GA, United States | $100,983,071 | |
|
CWM ADVISORY, LLC
CRD 299923
|
OCEAN PINES, MD, United States | $100,973,620 | |
|
INDEXPERTS, LLC
CRD 314858
|
CHARLOTTE, NC, United States | $100,888,502 | |
|
FUERST FINANCIAL GROUP, INC.
CRD 149172
|
CHATTANOOGA, TN, United States | $100,887,398 | |
|
CHEROKEE & WALKER MANAGEMENT, LLC
CRD 160962
|
SALT LAKE CITY, UT, United States | $100,817,540 |