Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FINANCIAL PLANNING SERVICES, INC.
CRD 311146
|
FORT LAUDERDALE, FL, United States | $20,000,000 | |
|
TAYLOR FRIGON FAMILY OFFICE, LLC
CRD 323249
|
SCOTTSDALE, AZ, United States | $19,955,040 | |
|
CNL FUND ADVISORS II, LLC
CRD 174178
|
ORLANDO, FL, United States | $19,949,432 | |
|
THE GMS GROUP, LLC
CRD 8000
|
EAST HANOVER, NJ, United States | $19,831,795 | |
|
HOUSE HANOVER LLC
CRD 284838
|
NORTH ANDOVER, MA, United States | $19,748,414 | |
|
ICON FINANCIAL SERVICES LLC
CRD 306816
|
PORTLAND, OR, United States | $19,743,206 | |
|
HODGE FINANCIAL SERVICES, LLC
CRD 127213
|
$19,721,058 | ||
|
ROBINSON INVESTMENT GROUP INC
CRD 107454
|
$19,613,607 | ||
|
ALPHA GROWTH MANAGEMENT LLC
CRD 316760
|
DELRAY BEACH, FL, United States | $19,584,300 | |
|
BRENDAN WOOD TOPGUN PARTNERSHIPS INC.
CRD 327874
|
TORONTO, Canada | $19,578,300 | |
|
MARNOA PRIVATE WEALTH COUNSEL LTD.
CRD 332639
|
WATERLOO,ONTARIO, Canada | $19,273,422 | |
|
RAINWATER EQUITY LLC
CRD 333696
|
$19,142,012 | ||
|
CHANAKYA CAPITAL PARTNERS IFSC LLP
CRD 337457
|
GANDHINAGAR, GUJARAT, India | $18,999,228 | |
|
CUBETECH CAPITAL, LLC
CRD 284475
|
NEW TERRITORIES, Hong Kong | $18,916,505 | |
|
RYAN HERITAGE, LLP
CRD 317097
|
SADDLE BROOK, NJ, United States | $18,806,198 | |
|
PUBLIC ADVISORS LLC
CRD 318234
|
NEW YORK, NY, United States | $18,797,471 | |
|
MOUNT STREET PORTFOLIO ADVISERS LLC
CRD 299192
|
NEW YORK, NY, United States | $18,622,508 | |
|
KAHN BROTHERS ASSET MANAGEMENT CORP
CRD 105620
|
NEW YORK, NY, United States | $18,478,137 | |
|
MGH ASSET MANAGEMENT LTD
CRD 139254
|
WELLINGTON, New Zealand | $18,454,068 | |
|
FIDELIS CAPITAL, LLC
CRD 141341
|
BIRMINGHAM, AL, United States | $18,321,996 | |
|
CUMBERLAND HILL CAPITAL MANAGEMENT LLC
CRD 142227
|
DALLAS, TX, United States | $18,150,000 | |
|
ETF MODEL SOLUTIONS, LLC
CRD 168410
|
APPLETON, WI, United States | $18,115,702 | |
|
RAPID SCALE LLC
CRD 318269
|
$18,000,000 | ||
|
GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
|
MESA, AZ, United States | $17,881,765 | |
|
BLOOM INVESTMENT ADVISORS, LLC
CRD 317405
|
SAN FRANCISCO, CA, United States | $17,740,432 | |
|
ARCHWAY PRIVATE WEALTH LLC
CRD 288578
|
MANCHESTER, United Kingdom | $17,329,809 | |
|
ATLAS CAPITAL TEAM INC.
CRD 326724
|
$17,150,634 | ||
|
PRECIDIAN FUNDS LLC
CRD 156974
|
NEWTOWN, PA, United States | $17,000,000 | |
|
HIGHGATE GROUP USA INC.
CRD 333217
|
MONTREAL, QUEBEC, Canada | $16,978,584 | |
|
URSA FINANCIAL, LLC
CRD 306491
|
$16,618,141 | ||
|
HUNTER PRIVATE CAPITAL ADVISORS, LLC
CRD 333651
|
PITTSBURGH, PA, United States | $16,376,105 | |
|
SVOF/MM, LLC
CRD 132205
|
SANTA MONICA, CA, United States | $16,352,050 | |
|
C4M GLOBAL ADVISORS LLC
CRD 326942
|
ARLINGTON, VA, United States | $16,347,003 | |
|
FAMA RE.CAPITAL LTDA
CRD 148198
|
SAO PAULO, Brazil | $16,300,928 | |
|
RIVERWALK CAPITAL PARTNERS, LLC
CRD 328320
|
CHICAGO, IL, United States | $16,170,000 | |
|
SWEATER INDUSTRIES LLC
CRD 317749
|
BOULDER, CO, United States | $16,149,770 | |
|
FORMA CASHMERE LLC
CRD 332280
|
$16,110,667 | ||
|
STERLING FINANCIAL GROUP, INC.
CRD 300327
|
PASADENA, CA, United States | $16,102,314 | |
|
NEXTGEN EMP, INC.
CRD 333721
|
$16,100,000 | ||
|
APERTURE ADVISORS LLC
CRD 327627
|
$16,000,000 | ||
|
ATWOOD FINANCIAL PLANNING LLC
CRD 288941
|
$15,750,000 | ||
|
SPP CREDIT ADVISORS LLC
CRD 314442
|
$15,396,879 | ||
|
CATERER GOODMAN PARTNERS LTD
CRD 314975
|
$15,287,918 | ||
|
AMS CHILDREN'S FUND, LP
CRD 164111
|
$15,150,000 | ||
|
PRINCIPLED ADVISORS, INC.
CRD 323468
|
$15,000,000 | ||
|
LGM CAPITAL MANAGEMENT LLC
CRD 283872
|
PHOENIX, AZ, United States | $14,937,019 | |
|
CLASS VI VENTURES, LLC
CRD 328904
|
DENVER, CO, United States | $14,904,815 | |
|
BEANSTOX INC.
CRD 291957
|
MONTREAL, QUEBEC, Canada | $14,884,663 | |
|
FWG INVESTMENT MANAGEMENT, LLC
CRD 322394
|
WINTER PARK, FL, United States | $14,424,515 | |
|
NETWORTH LITERACY, INC
CRD 326911
|
MEXICO CITY, Mexico | $14,360,000 |