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Fund companies

16,935 SEC-registered investment advisers. Browse by initial or by state.
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FirmLocationReg. AUMFunds
Guardian Wealth Partners, LLCNew York, NY$191.4M—
Lb Partners LLCCharlottesville, VA$191.3M4
Oceanside Advisors LLCMount Pleasant, SC$191.3M—
Anchor Capital Management Group, Inc.Aliso Viejo, CA$191.2M—
Investment Management CorporationRoanoke, VA$191.2M—
High Plains Investment Advisors, Inc.Lubbock, TX$191.2M—
Forthright Family Wealth Advisory LLCHouston, TX$191.2M—
Enza Financial, LLCIndependence, OH$191.2M—
Columbia River Advisors, LLCTacoma, WA$191.1M1
Apex Wealth Management, LLCBedford, NH$191.1M—
M83 Investment Group, LLCCalabasas, CA$191M—
Calumet Capital Partners LLCMiami, FL$191M—
Bowen Financial Services, LLCMidlothian, VA$191M—
Drh Investments, Inc.Thousand Oaks, CA$191M—
D & G Advisory Group, L.L.C.$190.9M—
Meyer Capital Management LLC.Cincinnati, OH$190.8M—
Lfg Wealth Partners, LLCElizabethtown, KY$190.7M—
Dynamic Wealth Strategies, LLCGranite Bay, CA$190.7M1
Masus Financial Group, Ltd.Batavia, IL$190.6M—
Wisdom Wealth Strategies, LLCGreenwood Village, CO$190.5M—
Bluestone Private Wealth, LLCCleveland, OH$190.4M—
Vanguard Capital Wealth Advisors, LLCDenver, CO$190.4M—
Lord Abbett Fif Advisor LLCJersey City, NJ$190.4M—
Aegis Wealth Management, LLCMaitland, FL$190.4M—
Mjc Advisors, LLC$190.3M—
Armada Advisors, Inc.Pensacola, FL$190.3M—
Ategra Capital Management, LLCVienna, VA$190.2M2
Valued Retirements, Inc.Houston, TX$190.1M—
Silicon Beach Wealth, LLCMarina del Rey, CA$190.1M—
Three Sixty Wealth Management, LLCBloomington, IL$190.1M—
Creek Drive Management Group LLC$190.1M1
Financial Horizons, Inc.$190M—
Blueprint Wealth Management Inc.Ellicott City, MD$190M—
Pacific Value, LLCBoise, ID$190M—
Conceptual Financial Advisors, LLCAppleton, WI$189.9M—
Tt Capital Management LLC$189.8M—
Harbour Financial Resources, LtdSkokie, IL$189.8M—
Rockwood Equity Partners LLCDenver, CO$189.8M6
Continental Advisors LLC$189.7M1
Aca II Advisors, LLCGreenwich, CT$189.7M7
Signet Private Wealth, LLCChicago, IL$189.7M—
Financial Independence Advisors, LLCJacksonville, FL$189.6M—
Calvert Wealth Management, Inc.Dunkirk, MD$189.6M—
Om Advisers LPSummit, NJ$189.5M1
Solutions 4 Wealth, LtdSouthlake, TX$189.4M1
Xception Advisory Services, LLCAtlanta, GA$189.3M—
Procuream LLC$189.3M—
Daytona Street Capital LLCSaint Louis, MO$189.3M1
Odyssey Capital Advisors Inc.Bala Cynwyd, PA$189.2M—
Classic Asset Management, LLCFargo, ND$189.1M—
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