Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ASCENT FINANCIAL GROUP LLC
CRD 325706
|
RICHMOND, VA, United States | $100,790,206 | |
|
PFLUEGER WEALTH, LLC
CRD 339188
|
$100,681,756 | ||
|
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC
CRD 309110
|
$100,579,397 | ||
|
CDP FINANCIAL GROUP, LLC
CRD 155725
|
LITTLETON, CO, United States | $100,463,661 | |
|
MILLER WEALTH MANAGEMENT LLC
CRD 342288
|
GILBERT, AZ, United States | $100,440,000 | |
|
BRIDGE FINANCIAL PLANNING, LLC
CRD 174840
|
$100,427,537 | ||
|
SAGENT WEALTH MANAGEMENT
CRD 147890
|
LAGUNA BEACH, CA, United States | $100,411,403 | |
|
NEWSONG CAPITAL MANAGEMENT, INC.
CRD 296877
|
HATTIESBURG, MS, United States | $100,405,993 | |
|
HILPAN MOXIE WEALTH MANAGEMENT, LLC
CRD 159966
|
$100,359,897 | ||
|
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
CRD 306974
|
PINEHURST, NC, United States | $100,326,180 | |
|
FINANCIAL ACTION, INC.
CRD 140285
|
MONUMENT, CO, United States | $100,278,633 | |
|
CARLO CAPITAL LLC
CRD 331801
|
$100,238,356 | ||
|
NEXT UP WEALTH ADVISORS, LLC
CRD 342136
|
SCOTTSDALE, AZ, United States | $100,234,754 | |
|
FINANCIAL COUNSELING, INC.
CRD 119969
|
SPRINGBORO, OH, United States | $100,125,000 | |
|
RETIRE READY WEALTH MANAGEMENT, LLC
CRD 316942
|
RADNOR, PA, United States | $100,099,000 | |
|
GRUPP FINANCIAL LLC
CRD 168436
|
JACKSON, WY, United States | $100,067,252 | |
|
CARDINAL POINT CAPITAL LLC
CRD 141166
|
SAN FRANCISCO, CA, United States | $100,040,510 | |
|
INFINITY INVESTMENT ADVISORS LLC
CRD 332590
|
HUNTSVILLE, AL, United States | $100,020,965 | |
|
THREE OAKS CAPITAL MANAGEMENT, LLC
CRD 171082
|
GOLD RIVER, CA, United States | $100,005,394 | |
|
CHAMBERLAIN LANE CAPITAL, LLC
CRD 340063
|
NASHVILLE, TN, United States | $100,000,010 | |
|
ACACIA ASSET MANAGEMENT LLC
CRD 287857
|
NEW YORK, NY, United States | $100,000,000 | |
|
APPROACH CAPITAL LLC
CRD 291807
|
$100,000,000 | ||
|
VALHUM ASSET MANAGEMENT, LLC
CRD 323895
|
UPPER SADDLE RIVER, NJ, United States | $100,000,000 | |
|
FERGHANA INVESTMENT PARTNERS, LP
CRD 337822
|
NEW YORK, NY, United States | $100,000,000 | |
|
HARBINGER ALTERNATIVE ASSOCIATES, LLC
CRD 337984
|
ATLANTA, GA, United States | $100,000,000 | |
|
WESTMONT ADVISORY, LLC
CRD 343407
|
FLOWER MOUND, TX, United States | $100,000,000 | |
|
FREEBOARD CAPITAL, LLC
CRD 167222
|
$99,886,370 | ||
|
SUNDOWNER CAPITAL MANAGEMENT LLC
CRD 146253
|
$99,658,568 | ||
|
STONEBRIDGE PARTNERS LLC
CRD 160018
|
WHITE PLAINS, NY, United States | $99,435,678 | |
|
LW CAPITAL MANAGEMENT, LLC
CRD 313151
|
$99,435,199 | ||
|
13D MANAGEMENT LLC
CRD 154009
|
NEW YORK, NY, United States | $99,422,046 | |
|
AREX CAPITAL MANAGEMENT, LP
CRD 289595
|
NEW YORK, NY, United States | $99,382,000 | |
|
MERION REALTY ADVISERS, LLC
CRD 158507
|
WYNNEWOOD, PA, United States | $99,316,639 | |
|
WATERFRONT CAPITAL PARTNERS LLC
CRD 167801
|
NEW YORK, NY, United States | $99,284,522 | |
|
BERGEN PARK CAPITAL MANAGEMENT, LLC
CRD 315162
|
BIGFORK, MT, United States | $99,265,903 | |
|
CAZ GP STAKES ADVISER LLC
CRD 338168
|
HOUSTON, TX, United States | $99,029,519 | |
|
GRANITE VALUE CAPITAL, LLC
CRD 150169
|
HANOVER, NH, United States | $98,911,833 | |
|
SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
|
FORT COLLINS, CO, United States | $98,808,607 | |
|
THIRD SIGMA INVESTMENT ADVISORS LLC
CRD 151188
|
WILMINGTON, DE, United States | $98,764,106 | |
|
LAKE ROAD ADVISORS, LLC
CRD 281657
|
CORNING, NY, United States | $98,754,467 | |
|
INVESTOR'S ADVANTAGE L.L.C.
CRD 315773
|
$98,665,625 | ||
|
LUTHER FOREST WEALTH ADVISORS, L.L.C.
CRD 142714
|
MALTA, NY, United States | $98,578,214 | |
|
BLUE SKY ASSET MANAGEMENT, LLC
CRD 167686
|
ENGLEWOOD, CO, United States | $98,569,414 | |
|
TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
|
BOSTON, MA, United States | $98,567,087 | |
|
BACKBONE PLANNING PARTNERS LLC
CRD 326699
|
LAS VEGAS, NV, United States | $98,392,218 | |
|
GARRETT NAGLE & CO., INC.
CRD 7071
|
WOBURN, MA, United States | $98,358,821 | |
|
GALLATIN & COMPANY, LLC
CRD 111984
|
VERO BEACH, FL, United States | $98,050,936 | |
|
SWAN WEALTH ADVISORS, LLC
CRD 292755
|
DURANGO, CO, United States | $98,043,665 | |
|
MUZINICH DIRECT LENDING ADVISER, LLC
CRD 327891
|
NEW YORK, NY, United States | $98,041,168 | |
|
UPRIGHT FINANCIAL CORP
CRD 107303
|
$98,006,867 |