Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
INSTITUTE FOR WEALTH MANAGEMENT LLC
CRD 127207
|
DENVER, CO, United States | $1,370,272,066 | |
|
BLACK DIAMOND FINANCIAL, LLC
CRD 145108
|
LUTHERVILLE, MD, United States | $1,370,212,598 | |
|
NEXT LEVEL PRIVATE LLC
CRD 313247
|
HARRISON, NY, United States | $1,369,973,000 | |
|
SEAVIEW INVESTMENT MANAGERS LLC
CRD 300155
|
CORAL GABLES, FL, United States | $1,369,637,924 | |
|
BRASA CAPITAL MANAGEMENT, LP
CRD 316265
|
LOS ANGELES, CA, United States | $1,368,990,024 | |
|
MERIDIAN WEALTH PARTNERS, LLC
CRD 287768
|
EAST NORRITON, PA, United States | $1,368,978,981 | |
|
MOUNTAIN CAPITAL MANAGEMENT, LLC
CRD 281465
|
HOUSTON, TX, United States | $1,368,541,949 | |
|
FEP WEALTH, LLC
CRD 310052
|
MADRID, Spain | $1,368,308,364 | |
|
BH CREDIT MANAGEMENT LLC
CRD 317505
|
DALLAS, TX, United States | $1,367,587,592 | |
|
AEGIS FINANCIAL CORPORATION
CRD 111587
|
MCLEAN, VA, United States | $1,367,476,939 | |
|
HOLLOW BROOK WEALTH MANAGEMENT LLC
CRD 145521
|
KATONAH, NY, United States | $1,367,129,887 | |
|
OAKRIDGE MANAGEMENT GROUP LLC
CRD 306284
|
STAMFORD, CT, United States | $1,367,118,950 | |
|
SEASIDE EQUITY PARTNERS, LLC
CRD 307171
|
SAN DIEGO, CA, United States | $1,367,116,915 | |
|
CAPITAL ADVISORS, LTD., LLC
CRD 153600
|
SHAKER HEIGHTS, OH, United States | $1,366,837,208 | |
|
ROOSEVELT CAPITAL MANAGEMENT LLC
CRD 283217
|
DALLAS, TX, United States | $1,366,575,505 | |
|
ORIBEL CAPITAL MANAGEMENT, LP
CRD 283118
|
NEW YORK, NY, United States | $1,366,557,089 | |
|
SOMA CAPITAL MANAGEMENT LLC
CRD 285419
|
$1,365,369,638 | ||
|
SHEETS SMITH WEALTH MANAGEMENT
CRD 105710
|
WINSTON SALEM, NC, United States | $1,365,130,877 | |
|
MCILRATH & ECK, LLC
CRD 145252
|
ARLINGTON, WA, United States | $1,364,902,010 | |
|
BBVA GLOBAL WEALTH ADVISORS, INC.
CRD 327326
|
MIAMI, FL, United States | $1,364,604,282 | |
|
PENN DAVIS MCFARLAND INC
CRD 110417
|
DALLAS, TX, United States | $1,364,461,821 | |
|
KERA CAPITAL PARTNERS, INC.
CRD 312875
|
SAN JOSE, CA, United States | $1,364,403,650 | |
|
MIRAVAST ASSET MANAGEMENT, LLC
CRD 168582
|
NEWTOWN, PA, United States | $1,364,394,378 | |
|
ONE DAY IN JULY LLC
CRD 284335
|
BURLINGTON, VT, United States | $1,363,708,936 | |
|
WEATHERGAGE CAPITAL, LLC
CRD 156612
|
AUSTIN, TX, United States | $1,362,954,590 | |
|
WESTMINSTER FINANCIAL ADVISORY CORP
CRD 110283
|
BEAVERCREEK, OH, United States | $1,361,688,522 | |
|
CITATION CAPITAL MANAGEMENT, LLC
CRD 326828
|
DALLAS, TX, United States | $1,359,925,253 | |
|
180 WEALTH ADVISORS, LLC
CRD 284921
|
FEDERAL WAY, WA, United States | $1,359,025,816 | |
|
GREEN CENTURY CAPITAL MANAGEMENT INC
CRD 112442
|
BOSTON, MA, United States | $1,358,315,122 | |
|
NELSON ENTERPRISES LLC
CRD 307706
|
$1,358,292,666 | ||
|
PACKERLAND BROKERAGE SERVICES, INC.
CRD 37031
|
GREEN BAY, WI, United States | $1,358,224,265 | |
|
SEIGA ASSET MANAGEMENT LIMITED
CRD 288614
|
HONG KONG, Hong Kong | $1,358,200,000 | |
|
HEARTWOOD PARTNERS, LLC
CRD 313052
|
NORWALK, CT, United States | $1,358,200,000 | |
|
CORNERSTONE CAPITAL, INC.
CRD 105396
|
PALO ALTO, CA, United States | $1,357,670,355 | |
|
SGROI WEALTH ADVISORY GROUP LLC
CRD 289764
|
WEST SENECA, NY, United States | $1,357,154,362 | |
|
MIDWEST CAPITAL ADVISORS, LLC
CRD 125389
|
GRAND RAPIDS, MI, United States | $1,356,576,318 | |
|
SYMPHONY FINANCIAL, LTD. CO.
CRD 171816
|
HOUSTON, TX, United States | $1,354,847,217 | |
|
GALVIN, GAUSTAD & STEIN, LLC
CRD 153410
|
SCOTTSDALE, AZ, United States | $1,354,519,461 | |
|
CHI-RHO FINANCIAL, LLC
CRD 138947
|
ATLANTA, GA, United States | $1,353,770,190 | |
|
TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818
|
SCOTTSDALE, AZ, United States | $1,352,142,086 | |
|
HOBE MOUNTAIN CAPITAL MANAGEMENT LLC
CRD 338577
|
WEST PALM BEACH, FL, United States | $1,352,133,233 | |
|
BARLOW WEALTH PARTNERS, LLC
CRD 325308
|
LOUISVILLE, KY, United States | $1,351,891,275 | |
|
PLEIAD INVESTMENT ADVISORS LIMITED
CRD 172237
|
HONG KONG, Hong Kong | $1,351,842,651 | |
|
GALLANT CAPITAL PARTNERS LLC
CRD 297344
|
LOS ANGELES, CA, United States | $1,351,823,932 | |
|
CAPITAL INVESTMENT COUNSEL, LLC
CRD 328472
|
DENVER, CO, United States | $1,351,761,173 | |
|
INNOVATUS CAPITAL PARTNERS, LLC
CRD 281928
|
NEW YORK, NY, United States | $1,351,561,388 | |
|
1315 CAPITAL, LLC
CRD 175292
|
PHILADELPHIA, PA, United States | $1,351,201,596 | |
|
FIN VENTURE CAPITAL MANAGEMENT LLC
CRD 298492
|
SAN FRANCISCO, CA, United States | $1,351,113,806 | |
|
FIFTH AVENUE FAMILY OFFICE LLC
CRD 122448
|
NAPLES, FL, United States | $1,350,847,041 | |
|
INTELLUS ADVISORS, LLC
CRD 332883
|
NAPLES, FL, United States | $1,350,450,329 |