Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
INVST, LLC
CRD 282863
|
INDIANAPOLIS, IN, United States | $1,565,110,275 | |
|
EVERTERN WEALTH, LLC
CRD 340830
|
NAPLES, FL, United States | $1,564,247,778 | |
|
ABUNDANCE WEALTH COUNSELORS, LLC
CRD 111740
|
STATE COLLEGE, PA, United States | $1,564,033,885 | |
|
GOODFINCH MANAGEMENT, LLC
CRD 309789
|
SAN FRANCISCO, CA, United States | $1,562,585,846 | |
|
LVM CAPITAL MANAGEMENT LTD
CRD 111039
|
PORTAGE, MI, United States | $1,562,022,642 | |
|
MJP ASSOCIATES, INC.
CRD 127654
|
FARMINGTON, CT, United States | $1,561,803,600 | |
|
GODSEY & GIBB INC
CRD 105650
|
RICHMOND, VA, United States | $1,560,594,356 | |
|
TRUE FREEDOM INVESTING, LLC
CRD 322728
|
COEUR D'ALENE, ID, United States | $1,558,055,845 | |
|
HERCULES ADVISER LLC
CRD 310662
|
SAN MATEO, CA, United States | $1,557,986,711 | |
|
ROYAL FUND MANAGEMENT, LLC
CRD 144434
|
LADY LAKE, FL, United States | $1,557,484,260 | |
|
TRIARTISAN CAPITAL ADVISORS LLC
CRD 324138
|
WEST PALM BEACH, FL, United States | $1,557,069,732 | |
|
OAK THISTLE LLC
CRD 299086
|
$1,554,000,000 | ||
|
BURTON ENRIGHT WELCH
CRD 118376
|
WALNUT CREEK, CA, United States | $1,553,063,539 | |
|
ROBLE, BELKO AND COMPANY, INC.
CRD 123286
|
SEWICKLEY, PA, United States | $1,552,856,077 | |
|
GLADSTONE CAPITAL MANAGEMENT LLP
CRD 167646
|
LONDON, United Kingdom | $1,552,188,628 | |
|
PEKIN HARDY STRAUSS, INC.
CRD 107310
|
CHICAGO, IL, United States | $1,551,736,308 | |
|
REGATTA CAPITAL GROUP, LLC
CRD 145363
|
EL SEGUNDO, CA, United States | $1,551,654,295 | |
|
MURRAY FINANCIAL GROUP, LLC
CRD 157626
|
ALBERT LEA, MN, United States | $1,551,222,706 | |
|
ANNANDALE CAPITAL, LLC
CRD 136667
|
DALLAS, TX, United States | $1,550,202,000 | |
|
KEYSTONE CAPITAL MANAGEMENT, LP
CRD 314798
|
CHICAGO, IL, United States | $1,550,106,769 | |
|
CCM INVESTMENT ADVISERS, LLC
CRD 105743
|
COLUMBIA, SC, United States | $1,549,608,058 | |
|
TRITONPOINT WEALTH, LLC
CRD 328398
|
CHEVY CHASE, MD, United States | $1,549,522,180 | |
|
HEARTWOOD WEALTH ADVISORS, LLC
CRD 300273
|
RICHMOND, VA, United States | $1,548,607,424 | |
|
DEFILADE CAPITAL MANAGEMENT, L.P.
CRD 337997
|
EMERYVILLE, CA, United States | $1,548,605,368 | |
|
HARK CAPITAL ADVISORS LLC
CRD 339318
|
NEW YORK, NY, United States | $1,546,865,812 | |
|
WOODSON CAPITAL MANAGEMENT, LP
CRD 161644
|
GREENWICH, CT, United States | $1,546,274,365 | |
|
RED CLIFF ASSET MANAGEMENT LIMITED
CRD 169318
|
HONG KONG, Hong Kong | $1,545,172,243 | |
|
FIDUCIARY WEALTH PARTNERS, LLC
CRD 160696
|
NEWTON LOWER FALLS, MA, United States | $1,544,425,644 | |
|
ZENYTH ADVISORS LLC
CRD 289192
|
NEW YORK, NY, United States | $1,544,032,757 | |
|
ACTIV8 FAMILY OFFICE LLC
CRD 337753
|
MCLEAN, VA, United States | $1,542,366,700 | |
|
CUTLER INVESTMENT COUNSEL, LLC
CRD 128483
|
JACKSONVILLE, OR, United States | $1,541,676,261 | |
|
GCP CAPITAL PARTNERS LLC
CRD 154457
|
NEW YORK, NY, United States | $1,541,667,150 | |
|
YCG, LLC
CRD 145769
|
AUSTIN, TX, United States | $1,541,539,534 | |
|
PLANNING ALTERNATIVES LTD
CRD 110268
|
BIRMINGHAM, MI, United States | $1,541,372,016 | |
|
CAMELOT CAPITAL PARTNERS LLC
CRD 281843
|
LAGUNA BEACH, CA, United States | $1,540,916,744 | |
|
FINANCIAL SYMMETRY INCORPORATED
CRD 118443
|
RALEIGH, NC, United States | $1,540,631,895 | |
|
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
CRD 160830
|
DALLAS, TX, United States | $1,540,584,722 | |
|
ROMANO BROTHERS AND COMPANY
CRD 3215
|
EVANSTON, IL, United States | $1,539,768,041 | |
|
ALTRAVUE CAPITAL, LLC
CRD 283260
|
BELLEVUE, WA, United States | $1,539,514,958 | |
|
ROBINSON CAPITAL MANAGEMENT, LLC
CRD 166182
|
GROSSE POINTE FARMS, MI, United States | $1,539,404,905 | |
|
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD.
CRD 291477
|
SINGAPORE, Singapore | $1,539,110,173 | |
|
PR MORTGAGE INVESTMENT MANAGEMENT, LLC
CRD 313210
|
MOUNT LAUREL, NJ, United States | $1,538,703,658 | |
|
SBK FINANCIAL, INC.
CRD 132513
|
RICHMOND, VA, United States | $1,538,440,735 | |
|
CNL STRATEGIC CAPITAL MANAGEMENT, LLC
CRD 286342
|
ORLANDO, FL, United States | $1,538,398,057 | |
|
RWWM, INC.
CRD 148221
|
ROCKLIN, CA, United States | $1,537,322,279 | |
|
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
CRD 144733
|
WILLIAMSVILLE, NY, United States | $1,537,251,382 | |
|
STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
CRD 284430
|
EDEN PRAIRIE, MN, United States | $1,537,238,398 | |
|
GRATICULE ASIA MACRO ADVISORS LLC
CRD 170787
|
SINGAPORE, Singapore | $1,536,866,210 | |
|
PENCE CAPITAL MANAGEMENT, LLC
CRD 281739
|
NEWPORT BEACH, CA, United States | $1,536,678,991 | |
|
TULSA WEALTH ADVISORS, INC.
CRD 337956
|
TULSA, OK, United States | $1,536,077,168 |