DFX Intelligence
RIA Intelligence
Firms
SEC-registered investment advisers
One row per CRD, from the adviser’s latest Form ADV. The class is a rule over Item 5.D (where the RAUM sits) and Item 7.A (related broker-dealer or bank); the wirehouses and national broker-dealers are a short curated list. Advisors is the count of representatives IAPD registers through the firm today, which is not the same as the firm’s own Item 5.B answer.
| Firm | HQ | Class | RAUM | Private clients | Advisors | RAUM / advisor | Offices | Private funds |
|---|---|---|---|---|---|---|---|---|
| Armada Etfs CRD 317979 | Novi, MI | asset manager | $10.2M | 0.0% | 0 | n/a | 1 | 0 |
| Marketocracy Masters Capital Management LLC CRD 314667 | Northville, MI | independent RIA | $4.5M | 100% | 3 | $1.5M | 0 | 0 |
| Money Pickle CRD 325575 | Royal Oak, MI | no RAUM | $0 | n/a | 1 | n/a | 1 | 0 |
| S••••••• CRD 336311 | Southfield, MI | no RAUM | $0 | n/a | 0 | n/a | 0 | 0 |
| T••••••• C•••••• M••••••••• CRD 339175 | Holland, MI | no RAUM | $0 | n/a | 0 | n/a | 0 | 0 |
| C••••••• M••••••••• L•• CRD 341804 | Clawson, MI | no RAUM | $0 | n/a | 0 | n/a | 0 | 0 |
The firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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306 advisers match.