Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787
|
SHAWANO, WI, United States | $1,155,164,256 | |
|
JACOBS & COMPANY, LLC
CRD 107674
|
SAN FRANCISCO, CA, United States | $1,155,091,616 | |
|
THIRD VIEW PRIVATE WEALTH, LLC
CRD 335591
|
WESTPORT, CT, United States | $1,155,018,535 | |
|
ARKOS GLOBAL ADVISORS, LLC
CRD 287466
|
HOUSTON, TX, United States | $1,154,934,615 | |
|
TOTH FINANCIAL ADVISORY CORP
CRD 104952
|
LEESBURG, VA, United States | $1,154,553,270 | |
|
VERITY ASSET MANAGEMENT, INC.
CRD 158667
|
DURHAM, NC, United States | $1,154,371,169 | |
|
CVFG LLC
CRD 325310
|
SHELBYVILLE, IN, United States | $1,154,353,259 | |
|
GENERATION CAPITAL MANAGEMENT LLC
CRD 128523
|
PITTSFORD, NY, United States | $1,153,914,988 | |
|
ERN FINANCIAL, LLC
CRD 297717
|
MIDDLETON, WI, United States | $1,153,857,864 | |
|
LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214
|
ATLANTA, GA, United States | $1,153,580,840 | |
|
KELLEHER FINANCIAL ADVISORS, LLC
CRD 126021
|
NEW YORK, NY, United States | $1,153,378,435 | |
|
KFG WEALTH MANAGEMENT, LLC
CRD 128606
|
GRANGER, IN, United States | $1,152,350,226 | |
|
AUBREY CAPITAL MANAGEMENT LIMITED
CRD 285802
|
EDINBURGH, MID LOTHIAN, United Kingdom | $1,151,975,088 | |
|
PARLIAMENT CAPITAL MANAGEMENT, LLC
CRD 194513
|
SAN JUAN, PR, United States | $1,151,174,999 | |
|
ATW PARTNERS LLC
CRD 283146
|
NEW YORK, NY, United States | $1,150,412,098 | |
|
ASTATINE ASSET MANAGEMENT LLC
CRD 311095
|
GREENWICH, CT, United States | $1,150,142,340 | |
|
AB2 CAPITAL PARTNERS LLC
CRD 318038
|
HOLLYWOOD, FL, United States | $1,150,000,000 | |
|
VIKING FUND MANAGEMENT LLC
CRD 107927
|
MINOT, ND, United States | $1,149,541,566 | |
|
DEAN CAPITAL MANAGEMENT, LLC
CRD 145666
|
OVERLAND PARK, KS, United States | $1,148,942,036 | |
|
ATLAS CAPITAL ADVISORS INC.
CRD 127036
|
SAN FRANCISCO, CA, United States | $1,148,644,385 | |
|
CITYVIEW MANAGEMENT SERVICES, LLC
CRD 158370
|
LOS ANGELES, CA, United States | $1,147,984,568 | |
|
CORRE PARTNERS MANAGEMENT, LLC
CRD 161571
|
NEW YORK, NY, United States | $1,147,765,435 | |
|
ACCEL WEALTH MANAGEMENT LLC
CRD 286201
|
WAVERLY, IA, United States | $1,147,752,700 | |
|
LUCID ADVISORS, INC.
CRD 116639
|
SEATTLE, WA, United States | $1,147,355,188 | |
|
WINSTON CAPITAL MANAGEMENT LLC
CRD 111450
|
ARLINGTON, VA, United States | $1,147,168,187 | |
|
FINANCIAL PARTNERS GROUP, INC.
CRD 288644
|
OVERLAND PARK, KS, United States | $1,145,591,375 | |
|
AETHER INVESTMENT PARTNERS, LLC
CRD 149742
|
LITTLETON, CO, United States | $1,144,962,980 | |
|
ETZ ADVISORY, LLC
CRD 334861
|
$1,144,116,507 | ||
|
VIRTUS REAL ESTATE LLC
CRD 164146
|
AUSTIN, TX, United States | $1,144,113,020 | |
|
IRONVINE CAPITAL PARTNERS, LLC
CRD 168892
|
OMAHA, NE, United States | $1,143,727,875 | |
|
1WS CAPITAL ADVISORS, LLC
CRD 298723
|
NEW YORK, NY, United States | $1,142,600,000 | |
|
MARK ASSET MANAGEMENT LP
CRD 105691
|
NEW YORK, NY, United States | $1,141,991,985 | |
|
LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
|
CHARLESTON, SC, United States | $1,141,608,677 | |
|
TELEMARK ASSET MANAGEMENT, LLC
CRD 156770
|
BOSTON, MA, United States | $1,140,636,524 | |
|
ELGETHUN CAPITAL MANAGEMENT
CRD 127616
|
SIOUX FALLS, SD, United States | $1,139,926,422 | |
|
FI3 FINANCIAL ADVISORS, LLC
CRD 168005
|
INDIANAPOLIS, IN, United States | $1,138,900,750 | |
|
INFINITUM ASSET MANAGEMENT, LLC
CRD 333552
|
FORT LAUDERDALE, FL, United States | $1,138,676,308 | |
|
WATERFRONT WEALTH INC.
CRD 173220
|
OVERLAND PARK, KS, United States | $1,138,000,000 | |
|
FOUNDATION RESOURCE MANAGEMENT, INC.
CRD 116359
|
LITTLE ROCK, AR, United States | $1,137,777,991 | |
|
GUARDIAN WEALTH STRATEGIES, LLC
CRD 167485
|
MINNEAPOLS, MN, United States | $1,137,618,563 | |
|
CAPITAL WEALTH MANAGEMENT, LLC
CRD 157959
|
WEST WARWICK, RI, United States | $1,137,135,987 | |
|
IGNITE PLANNERS LLC
CRD 289797
|
SAN CLEMENTE, CA, United States | $1,136,946,561 | |
|
STERLING INVESTORS LP
CRD 311318
|
NEW YORK, NY, United States | $1,136,893,000 | |
|
SONEN CAPITAL LLC
CRD 159461
|
SAN FRANCISCO, CA, United States | $1,136,785,878 | |
|
OAK HARVEST INVESTMENT SERVICES, LLC
CRD 173293
|
HOUSTON, TX, United States | $1,136,761,287 | |
|
CARLYLE AVIATION SECURITIES PARTNERS LLC
CRD 168456
|
MIAMI, FL, United States | $1,135,964,166 | |
|
YOSEMITE MANAGEMENT, LLC
CRD 326764
|
SAN FRANCISCO, CA, United States | $1,135,655,536 | |
|
CASTLE CREEK ADVISORS IV LLC
CRD 158079
|
SAN DIEGO, CA, United States | $1,135,436,615 | |
|
PSC MANAGER LLC
CRD 311756
|
YARDLEY, PA, United States | $1,135,371,414 | |
|
747 CAPITAL, LLC
CRD 164742
|
NEW YORK, NY, United States | $1,134,617,173 |