Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
NEW HARBOR CAPITAL MANAGEMENT, LP
CRD 283319
|
CHICAGO, IL, United States | $1,093,809,996 | |
|
TOWNELEY CAPITAL MANAGEMENT, INC.
CRD 169863
|
LAGUNA HILLS, CA, United States | $1,093,527,901 | |
|
PKS ADVISORY SERVICES, LLC
CRD 125648
|
ALBANY, NY, United States | $1,093,322,679 | |
|
TANARA WEALTH MANAGEMENT LLC
CRD 340174
|
LEHI, UT, United States | $1,093,210,505 | |
|
MAKARORA MANAGEMENT LP
CRD 329275
|
NEW YORK, NY, United States | $1,092,744,155 | |
|
LWM ADVISORY SERVICES, LLC
CRD 172009
|
PLANTATION, FL, United States | $1,090,915,835 | |
|
JACKSON HOLE CAPITAL PARTNERS, LLC
CRD 285978
|
TULSA, OK, United States | $1,090,455,921 | |
|
HOLT CAPITAL ADVISORS, L.L.C.
CRD 117863
|
FORT WORTH, TX, United States | $1,090,446,328 | |
|
CS CAPITAL MANAGEMENT INC
CRD 106492
|
EL SEGUNDO, CA, United States | $1,090,257,844 | |
|
LUGANO FINANCIAL ADVISORS S.A.
CRD 152864
|
LUGANO - TICINO, Switzerland | $1,090,049,962 | |
|
THE JOSEPH GROUP LLC
CRD 165311
|
COLUMBUS, OH, United States | $1,089,697,000 | |
|
SUMMIT PEAK INVESTMENTS, LLC
CRD 310099
|
$1,089,219,940 | ||
|
HUNTER PERKINS CAPITAL MANAGEMENT, LLC
CRD 309050
|
LOMBARD, IL, United States | $1,089,104,294 | |
|
TRI LOCUM PARTNERS LP
CRD 309678
|
NEW YORK, NY, United States | $1,088,935,224 | |
|
MESON QUANTITATIVE MANAGEMENT LLC
CRD 332226
|
SAN FRANCISCO, CA, United States | $1,088,540,347 | |
|
GIRAFFES, INC.
CRD 157616
|
COLUMBUS, MS, United States | $1,088,251,596 | |
|
WESCAP MANAGEMENT GROUP, INC.
CRD 104759
|
GLENDALE, CA, United States | $1,088,000,000 | |
|
DIXON FINANCIAL SERVICES INC
CRD 107166
|
$1,086,887,166 | ||
|
MAY RIVER CAPITAL, LLC
CRD 166007
|
CHICAGO, IL, United States | $1,086,608,293 | |
|
TOBAM S.A.S.
CRD 157107
|
PARIS, France | $1,086,229,287 | |
|
RIOT VENTURES MANAGEMENT, LLC
CRD 288647
|
VENICE, CA, United States | $1,086,131,727 | |
|
CENTERFIELD MANAGEMENT III, INC
CRD 161504
|
INDIANAPOLIS, IN, United States | $1,084,623,481 | |
|
INTEGRATED INVESTMENT CONSULTANTS, LLC
CRD 175299
|
BLOOMFIELD HILLS, MI, United States | $1,084,348,046 | |
|
CW INVESTMENT ADVISERS, LLC
CRD 305926
|
LOS ANGELES, CA, United States | $1,084,343,648 | |
|
5AM VENTURE MANAGEMENT, LLC
CRD 160395
|
SAN FRANCISCO, CA, United States | $1,084,259,034 | |
|
LINEWEAVER WEALTH ADVISORS, LLC
CRD 173310
|
VALLEY VIEW, OH, United States | $1,084,177,360 | |
|
KING WEALTH MANAGEMENT GROUP, LLC
CRD 159550
|
SARATOGA SPRINGS, NY, United States | $1,084,132,315 | |
|
UPLIFT INVESTORS, LP
CRD 335515
|
DARIEN, CT, United States | $1,083,704,515 | |
|
BASELINE WEALTH MANAGEMENT LTD.
CRD 155526
|
GENEVA, Switzerland | $1,083,389,424 | |
|
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CRD 154127
|
DALLAS, TX, United States | $1,083,076,071 | |
|
AUSTIN WEALTH MANAGEMENT, LLC
CRD 172793
|
AUSTIN, TX, United States | $1,082,954,570 | |
|
FPL CAPITAL MANAGEMENT, LLC
CRD 117499
|
METAIRIE, LA, United States | $1,082,665,992 | |
|
NFSG CORPORATION
CRD 130814
|
BOCA RATON, FL, United States | $1,082,643,515 | |
|
BPS WEALTH ADVISORS, INC.
CRD 106249
|
CANFIELD, OH, United States | $1,082,580,906 | |
|
SOVEREIGN FINANCIAL GROUP, INC.
CRD 294314
|
STAMFORD, CT, United States | $1,082,552,821 | |
|
RANDOLPH CO INC
CRD 104868
|
CINCINNATI, OH, United States | $1,082,186,662 | |
|
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
CRD 290111
|
NEW YORK, NY, United States | $1,081,917,208 | |
|
ANZU PARTNERS, LLC
CRD 288985
|
TAMPA, FL, United States | $1,080,874,904 | |
|
CORVUS WEALTH ADVISORS LLC
CRD 311261
|
TEMPLETON, CA, United States | $1,080,550,444 | |
|
CIM CAPITAL IC MANAGEMENT, LLC
CRD 301416
|
LOS ANGELES, CA, United States | $1,080,486,889 | |
|
MARITIME CAPITAL LLC
CRD 161112
|
NEW YORK, NY, United States | $1,080,390,369 | |
|
TREBUCHET CONSULTING, LLC
CRD 166645
|
PITTSBURGH, PA, United States | $1,080,372,470 | |
|
SV HEALTH INVESTORS, LLC
CRD 160933
|
BOSTON, MA, United States | $1,080,296,225 | |
|
FJ CAPITAL MANAGEMENT LLC
CRD 158049
|
MCLEAN, VA, United States | $1,079,796,000 | |
|
SUMMIT ASSET MANAGEMENT LLC
CRD 109606
|
MEMPHIS, TN, United States | $1,079,755,571 | |
|
GOLDSTEIN ADVISORS, LLC
CRD 323125
|
MADISON, WI, United States | $1,079,309,444 | |
|
POINTOAK RETIREMENT ADVISORS, LLC
CRD 314866
|
MCLEAN, VA, United States | $1,078,990,787 | |
|
SOLOMON HESS SBA MANAGEMENT LLC
CRD 158481
|
ARLINGTON, VA, United States | $1,077,739,681 | |
|
STRID GROUP, LLC
CRD 170052
|
NEWTOWN SQUARE, PA, United States | $1,077,317,886 | |
|
GREENLAKE ASSET MANAGEMENT LLC
CRD 221528
|
SOUTH PASADENA, CA, United States | $1,077,290,112 |