Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ACTIVEALPHA INVESTMENT ADVISORS PRIVATE LIMITED / INDIA
CRD 338512
|
MUMBAI, MAHARASHTRA, India | $1,070,000 | |
|
ENVISAGE GMBH.
CRD 159270
|
GENEVA, Switzerland | $1,044,497 | |
|
OT ADVISORS LLC
CRD 328812
|
BOCA RATON, FL, United States | $1,036,227 | |
|
ALAMOS CAPITAL, LLC
CRD 332985
|
TUCSON, AZ, United States | $1,000,000 | |
|
WALLSTREETX ETFS, INC.
CRD 339198
|
$957,278 | ||
|
RIA GLOBAL RESEARCH, LLC
CRD 332608
|
HOUSTON, TX, United States | $928,433 | |
|
RICHMOND CAPITAL ADVISORS LLC
CRD 327060
|
MIAMI, FL, United States | $927,000 | |
|
FORTUNA FUNDS, LLC
CRD 333660
|
DALLAS, TX, United States | $915,035 | |
|
SIDEPOCKET INC
CRD 312031
|
SAN FRANCISCO, CA, United States | $914,547 | |
|
FUNDIFY ADVISORS LLC
CRD 319004
|
AUSTIN, TX, United States | $888,512 | |
|
LIGHTHOUSE WEALTH PARTNERS, INC.
CRD 330415
|
$886,083 | ||
|
OPPENHEIMERFUNDS INC
CRD 104983
|
ATLANTA, GA, United States | $827,684 | |
|
OLA INVIERTE, LLC
CRD 318691
|
$804,000 | ||
|
ELV8 INC.
CRD 318417
|
$798,408 | ||
|
TRADERS A.I., INC.
CRD 331700
|
FAIRFAX, VA, United States | $773,573 | |
|
ONEDIGITAL ASSET MANAGEMENT, LLC
CRD 320608
|
OVERLAND PARK, KS, United States | $762,310 | |
|
POKET FINANCIAL, LLC
CRD 221523
|
CIUDAD DE BUENOS AIRES 1414, Argentina | $760,000 | |
|
TROVE INVESTMENT ADVISORS LLC
CRD 306904
|
DALLAS, TX, United States | $718,259 | |
|
EXOS ASSET MANAGEMENT LLC
CRD 305706
|
NEW YORK, NY, United States | $682,181 | |
|
GLR INVESTMENT ADVISORY LLC
CRD 328662
|
$663,433 | ||
|
NINE30 ADVISORS LLC
CRD 326596
|
$654,553 | ||
|
21PEAKS CAPITAL MANAGEMENT, LLC
CRD 300111
|
$618,799 | ||
|
TIMBERLINK LLC
CRD 170067
|
JOHNS CREEK, GA, United States | $594,011 | |
|
KUBENCE LLC
CRD 336461
|
$570,000 | ||
|
STOCKPILE INVESTMENT ADVISORS, INC.
CRD 332799
|
SAN FRANCISCO, CA, United States | $562,222 | |
|
NPW INC.
CRD 310288
|
OAKVILLE, ONTARIO, Canada | $536,000 | |
|
INVESTABLE WEALTH MANAGEMENT, INC.
CRD 333290
|
$490,100 | ||
|
VALLEY FINANCIAL MANAGEMENT, INC.
CRD 105387
|
NEW YORK, NY, United States | $473,254 | |
|
ADAPTIVE ADVISERS, LLC
CRD 318716
|
BOSTON, MA, United States | $450,000 | |
|
LLOYD TEVIS INVESTMENTS, LLC
CRD 323061
|
LAFAYETTE, CA, United States | $435,000 | |
|
PINNACLE ADVISORS LLC
CRD 107275
|
EAST SYRACUSE, NY, United States | $433,140 | |
|
XD FUND ADVISOR LLC
CRD 328236
|
EAST LONGMEADOW, MA, United States | $414,767 | |
|
FOUNTAINDALE, LLC
CRD 326054
|
$407,969 | ||
|
INVERSSO, LLC
CRD 298821
|
$362,700 | ||
|
NEW DAY WEALTH MANAGEMENT, LLC
CRD 327224
|
RUSSELLVILLE, AR, United States | $355,140 | |
|
VENTUM ADVISORS CORP.
CRD 299365
|
TORONTO, Canada | $355,082 | |
|
AFINITIV LLC
CRD 305672
|
SHERIDAN, WY, United States | $353,774 | |
|
OPENVEST ACCESS LLC
CRD 328152
|
AVENTURA, FL, United States | $353,485 | |
|
ELITE TAMP LLC
CRD 327535
|
CARMEL BY THE SEA, CA, United States | $322,063 | |
|
PHILLIPS CAPITAL, LLC
CRD 312403
|
$314,147 | ||
|
UNIFIMONEY RIA QOZB, LLC
CRD 328842
|
AUSTIN, TX, United States | $314,000 | |
|
AUREANA CAPITAL MANAGEMENT, LLC
CRD 154124
|
$308,129 | ||
|
SANDLOT PRIVATE WEALTH LLC
CRD 335925
|
OREM, UT, United States | $305,047 | |
|
PMC WEALTH, LLC
CRD 332215
|
CLARENCE, NY, United States | $280,000 | |
|
HUDSON HOUSE CAPITAL INCORPORATED
CRD 335654
|
LONDON, United Kingdom | $280,000 | |
|
SANOSTRO AG
CRD 290214
|
ZUG, Switzerland | $260,158 | |
|
MOSTT INC.
CRD 332063
|
SHERMAN OAKS, CA, United States | $254,054 | |
|
GREENWOOD INVESTMENT ADVISORS, LLC
CRD 327470
|
ATLANTA, GA, United States | $229,197 | |
|
DABA ADVISORS LLC
CRD 319371
|
MIAMI, FL, United States | $228,411 | |
|
L & B REALTY ADVISORS, LLP
CRD 136654
|
DALLAS, TX, United States | $218,557 |