Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SEVENONESEVEN CAPITAL MANAGEMENT, LTD
CRD 305092
|
LANCASTER, PA, United States | $1,175,991,778 | |
|
KEARNS & ASSOCIATES LLC
CRD 157449
|
$1,175,703,135 | ||
|
OCTAGON CAPITAL ADVISORS LP
CRD 306424
|
NEW YORK, NY, United States | $1,175,272,000 | |
|
PORTLAND GLOBAL ADVISORS LLC
CRD 109127
|
PORTLAND, ME, United States | $1,174,795,244 | |
|
BRAND ASSET MANAGEMENT GROUP, INC.
CRD 106162
|
CHESTERFIELD, MO, United States | $1,174,395,273 | |
|
AUDAX PDB MANAGEMENT COMPANY, LLC
CRD 333812
|
NEW YORK, NY, United States | $1,174,175,760 | |
|
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
CRD 150529
|
NEW YORK, NY, United States | $1,173,354,300 | |
|
WILLOW TREE CAPITAL CORP ADVISORS LLC
CRD 328528
|
NEW YORK, NY, United States | $1,173,148,025 | |
|
VSS FUND MANAGEMENT LLC
CRD 156600
|
NEW YORK, NY, United States | $1,172,081,398 | |
|
CHEVIOT VALUE MANAGEMENT, LLC
CRD 166291
|
BEVERLY HILLS, CA, United States | $1,170,417,135 | |
|
STRAIGHTLINE GROUP, LLC
CRD 127401
|
TROY, MI, United States | $1,170,377,158 | |
|
ASSOCIATED INVESTMENT SERVICES, INC.
CRD 1464
|
GREEN BAY, WI, United States | $1,169,239,099 | |
|
THE LEUTHOLD GROUP, LLC
CRD 105826
|
MINNEAPOLIS, MN, United States | $1,168,984,227 | |
|
ALLEGIANT WEALTH ADVISORS, LLC
CRD 330239
|
TULSA, OK, United States | $1,168,282,243 | |
|
SPACE CAPITAL MANAGEMENT LLC
CRD 287867
|
NEW YORK, NY, United States | $1,168,225,834 | |
|
WPWEALTH LLP
CRD 145467
|
FORT WORTH, TX, United States | $1,167,914,964 | |
|
COTA CAPITAL MANAGEMENT, LLC
CRD 226750
|
SAN FRANCISCO, CA, United States | $1,167,876,554 | |
|
WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
|
BERMUDA RUN, NC, United States | $1,167,000,000 | |
|
OARSMAN CAPITAL, INC
CRD 109993
|
MILWAUKEE, WI, United States | $1,166,995,377 | |
|
FINANCIAL PERSPECTIVES, INC.
CRD 135549
|
MINNEAPOLIS, MN, United States | $1,166,901,043 | |
|
SHOREVIEW INDUSTRIES V, LLC
CRD 156686
|
MINNEAPOLIS, MN, United States | $1,166,717,455 | |
|
TVL MANAGEMENT CORPORATION
CRD 159537
|
$1,166,258,898 | ||
|
BAXTER BROTHERS INC.
CRD 106548
|
RIVERSIDE, CT, United States | $1,165,631,297 | |
|
AGILE INVESTMENT MANAGEMENT, LLC
CRD 331966
|
$1,165,278,064 | ||
|
AGR PARTNERS LLC
CRD 283081
|
CHICAGO, IL, United States | $1,165,268,523 | |
|
GREAT LAKES RETIREMENT, INC.
CRD 146608
|
SANDUSKY, OH, United States | $1,163,783,212 | |
|
MANHATTAN WEST ASSET MANAGEMENT, LLC
CRD 283630
|
LOS ANGELES, CA, United States | $1,163,735,315 | |
|
GRAFTON STREET PARTNERS MANAGEMENT COMPANY LLC
CRD 319109
|
$1,163,310,432 | ||
|
L & S ADVISORS, INC
CRD 140923
|
LOS ANGELES, CA, United States | $1,163,055,017 | |
|
AMELIORA WEALTH MANAGEMENT LTD.
CRD 164038
|
ZURICH, Switzerland | $1,162,741,425 | |
|
THE CAPSTREET GROUP, LLC
CRD 159690
|
HOUSTON, TX, United States | $1,161,647,661 | |
|
BOW RIVER ADVISERS, LLC
CRD 325285
|
DENVER, CO, United States | $1,161,615,423 | |
|
FORTIS CAPITAL MANAGEMENT LLC
CRD 172198
|
BELLEVUE, WA, United States | $1,161,542,535 | |
|
REAGAN COMPANIES ASSET MANAGEMENT, INC
CRD 161648
|
SYRACUSE, NY, United States | $1,160,784,261 | |
|
IBEX INVESTORS LLC
CRD 126496
|
DENVER, CO, United States | $1,160,462,894 | |
|
ACRE CAPITAL ADVISORS, LLC
CRD 328401
|
LOS ANGELES, CA, United States | $1,160,297,907 | |
|
SAROFIM REALTY ADVISORS LLC
CRD 106931
|
HOUSTON, TX, United States | $1,160,162,820 | |
|
FULCRUM EQUITY PARTNERS, INC.
CRD 163489
|
ATLANTA, GA, United States | $1,159,310,330 | |
|
BOYNE CAPITAL MANAGEMENT, LLC
CRD 285919
|
MIAMI, FL, United States | $1,159,269,944 | |
|
AFFINITY INVESTMENT ADVISORS, LLC
CRD 108278
|
NEWPORT BEACH, CA, United States | $1,159,209,399 | |
|
NTV ASSET MANAGEMENT, LLC
CRD 111062
|
CHARLESTON, WV, United States | $1,159,200,099 | |
|
LAKE STREET PRIVATE WEALTH, LLC
CRD 296761
|
CHICAGO, IL, United States | $1,158,676,142 | |
|
ACADEMY CAPITAL MANAGEMENT
CRD 105008
|
WACO, TX, United States | $1,158,602,375 | |
|
FOREST ROAD ASSET MANAGEMENT LLC
CRD 315600
|
LOS ANGELES, CA, United States | $1,158,534,419 | |
|
FRAZIER FINANCIAL ADVISORS, LLC
CRD 106649
|
COLUMBUS, OH, United States | $1,158,490,735 | |
|
LIBRARY RESEARCH LIMITED
CRD 301421
|
HONG KONG, Hong Kong | $1,158,155,202 | |
|
KENNEDY LEWIS CAPITAL HOLDINGS LLC
CRD 324025
|
NEW YORK, NY, United States | $1,157,337,008 | |
|
EFFICIENT CAPITAL MANAGEMENT LLC
CRD 287958
|
WARRENVILLE, IL, United States | $1,156,523,519 | |
|
NORTHLANE CAPITAL PARTNERS, LLC
CRD 285990
|
BETHESDA, MD, United States | $1,156,221,279 | |
|
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
CRD 172151
|
ANCHORAGE, AK, United States | $1,156,213,886 |