Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CRESCENT COVE ADVISORS, LP
CRD 288111
|
SAN FRANCISCO, CA, United States | $1,114,357,690 | |
|
LIGHTHOUSE FINANCIAL ADVISORS, INC.
CRD 121496
|
RED BANK, NJ, United States | $1,113,936,231 | |
|
HTG INVESTMENT ADVISORS INC
CRD 108614
|
NEW CANAAN, CT, United States | $1,113,628,499 | |
|
SMITH BROTHERS FINANCIAL, LLC
CRD 322951
|
GLASTONBURY, CT, United States | $1,113,194,633 | |
|
GODSPEED CAPITAL MANAGEMENT LP
CRD 313936
|
WASHINGTON, DC, United States | $1,112,484,309 | |
|
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CRD 309387
|
YAKIMA, WA, United States | $1,112,135,839 | |
|
AMERISERV WEALTH ADVISORS INC
CRD 105846
|
JOHNSTOWN, PA, United States | $1,111,917,969 | |
|
ARTHUR M. COHEN & ASSOCIATES LLC
CRD 105894
|
NORTHBROOK, IL, United States | $1,111,514,757 | |
|
BEARING POINT CAPITAL, LLC
CRD 332023
|
RICHFIELD, MN, United States | $1,111,491,574 | |
|
ABRY PARTNERS III, LLC
CRD 323712
|
BOSTON, MA, United States | $1,111,447,823 | |
|
BRIGHAM MANAGEMENT, LLC
CRD 300627
|
AUSTIN, TX, United States | $1,111,259,798 | |
|
MARKETS INFRASTRUCTURE PARTNERS LP
CRD 335487
|
NEW YORK, NY, United States | $1,110,669,276 | |
|
CHANNING GLOBAL ADVISORS, LLC
CRD 290893
|
FORT LAUDERDALE, FL, United States | $1,110,391,098 | |
|
DOCK STREET ASSET MANAGEMENT INC
CRD 111163
|
PALM BEACH, FL, United States | $1,110,121,633 | |
|
NEWFOUND RESEARCH LLC
CRD 159064
|
ST. PETERSBURG, FL, United States | $1,109,782,153 | |
|
ROUND HILL MUSIC LP
CRD 167234
|
NASHVILLE, TN, United States | $1,108,383,909 | |
|
HEIRLOOM WEALTH MANAGEMENT LLC
CRD 292277
|
GREENWOOD VILLAGE, CO, United States | $1,108,279,134 | |
|
CRESCENT CAP NT ADVISORS, LLC
CRD 324139
|
LOS ANGELES, CA, United States | $1,108,150,200 | |
|
BENCHSTONE CAPITAL MANAGEMENT LP
CRD 329873
|
NEW YORK, NY, United States | $1,107,595,272 | |
|
ARDEN FUND MANAGEMENT, LLC
CRD 164662
|
PHILADELPHIA, PA, United States | $1,107,418,697 | |
|
LAUREL WEALTH ADVISORS, LLC
CRD 118469
|
CHARLOTTE, NC, United States | $1,106,882,815 | |
|
KINGS COURT CAPITAL PTE. LTD
CRD 311229
|
SINGAPORE, SINGAPORE, Singapore | $1,106,398,482 | |
|
FINANCIAL ADVISORS NETWORK, INC.
CRD 152083
|
TUSTIN, CA, United States | $1,106,044,439 | |
|
DECCAN VALUE INVESTORS L.P.
CRD 158187
|
$1,105,852,846 | ||
|
UPPER90 CAPITAL MANAGEMENT, LP
CRD 304179
|
PROVIDENCE, RI, United States | $1,105,342,447 | |
|
TRIASIMA PORTFOLIO MANAGEMENT INC.
CRD 304577
|
MONTREAL, QUEBEC, Canada | $1,105,259,278 | |
|
KIAN CAPITAL PARTNERS, LLC
CRD 329179
|
CHARLOTTE, NC, United States | $1,104,633,769 | |
|
FINANCIAL ADVISORY CORPORATION
CRD 105472
|
GRAND RAPIDS, MI, United States | $1,104,617,475 | |
|
RIVERBEND CAPITAL ADVISORS, LLC
CRD 157117
|
CHICAGO, IL, United States | $1,104,592,273 | |
|
BERKELEY CAPITAL PARTNERS, LLC
CRD 281082
|
MILTON, GA, United States | $1,104,421,153 | |
|
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC
CRD 289384
|
PALO ALTO, CA, United States | $1,103,958,958 | |
|
THE CLARUS GROUP, INC.
CRD 310163
|
HOUSTON, TX, United States | $1,103,793,878 | |
|
INTEGRITY ADVISORY SOLUTIONS, LLC
CRD 288817
|
DALLAS, TX, United States | $1,103,455,772 | |
|
FUSION INVESTMENT ADVISORS LLC
CRD 156549
|
DALLAS, TX, United States | $1,102,901,302 | |
|
SB ADVISORY, LLC
CRD 154680
|
ATLANTA, GA, United States | $1,101,429,871 | |
|
CREST ROCK MANAGEMENT COMPANY LP
CRD 305101
|
DENVER, CO, United States | $1,101,416,446 | |
|
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
CRD 129963
|
WAYZATA, MN, United States | $1,101,364,418 | |
|
COHEN CAPITAL ADVISORS, LLC
CRD 339112
|
CHICAGO, IL, United States | $1,100,714,851 | |
|
ENCLAVE ADVISORS, LLC
CRD 165205
|
AUSTIN, TX, United States | $1,100,667,000 | |
|
LYRIC CAPITAL MANAGEMENT GROUP, L.P.
CRD 299917
|
NEW YORK, NY, United States | $1,100,070,128 | |
|
NEXA EQUITY LLC
CRD 317201
|
SAN FRANCISCO, CA, United States | $1,098,982,597 | |
|
NEXPOINT REAL ESTATE ADVISORS X, L.P.
CRD 317203
|
DALLAS, TX, United States | $1,098,187,000 | |
|
BRUNI J V & CO
CRD 106644
|
COLORADO SPRINGS, CO, United States | $1,097,907,374 | |
|
STAGE HARBOR FINANCIAL, LLC
CRD 289725
|
WESTWOOD, MA, United States | $1,097,169,525 | |
|
THE PACIFIC CENTER FOR FINANCIAL SERVICES
CRD 104557
|
DANVILLE, CA, United States | $1,097,003,444 | |
|
ASSET CONSULTING GROUP, LLC
CRD 107574
|
CLAYTON, MO, United States | $1,096,094,630 | |
|
THE FINANCIAL CONSULATE, INC
CRD 106898
|
HUNT VALLEY, MD, United States | $1,095,865,304 | |
|
NIGHT OWL CAPITAL MANAGEMENT, LLC
CRD 106030
|
GREENWICH, CT, United States | $1,095,200,000 | |
|
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
CRD 286635
|
HINGHAM, MA, United States | $1,094,633,947 | |
|
PRESIDIO INVESTORS LLC
CRD 160841
|
AUSTIN, TX, United States | $1,094,238,118 |