Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
NATWEST BANK PLC (UK)
CRD 160376
|
LONDON, United Kingdom | $1,059,392,636 | |
|
AVIDITY PARTNERS MANAGEMENT LP
CRD 304628
|
DALLAS, TX, United States | $1,059,191,006 | |
|
FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
|
OKLAHOMA CITY, OK, United States | $1,058,662,371 | |
|
GIA PARTNERS, LLC.
CRD 151207
|
NEW YORK, NY, United States | $1,058,638,484 | |
|
CLEARVIEW FINANCIAL PARTNERS, LLC
CRD 286168
|
RADNOR, PA, United States | $1,058,194,989 | |
|
BOK FINANCIAL SECURITIES, INC.
CRD 17530
|
TULSA, OK, United States | $1,058,021,768 | |
|
BRIO CONSULTANTS, LLC
CRD 289889
|
SAN FRANCISCO, CA, United States | $1,057,978,008 | |
|
TWIN OAK ETF COMPANY
CRD 330365
|
WELLESLEY, MA, United States | $1,057,835,660 | |
|
SEER CAPITAL MANAGEMENT LP
CRD 152164
|
NEW YORK, NY, United States | $1,057,482,230 | |
|
WORTHPOINTE, LLC
CRD 143996
|
$1,057,380,274 | ||
|
BSIP SLP GP, LLC
CRD 298964
|
FRISCO, TX, United States | $1,056,486,148 | |
|
SEQUENT ASSET MANAGEMENT, LLC
CRD 148194
|
HOUSTON, TX, United States | $1,055,825,621 | |
|
FORM WEALTH ADVISORS, LLC
CRD 326519
|
LAKE GENEVA, WI, United States | $1,055,571,284 | |
|
STEPP & ROTHWELL INC
CRD 107999
|
OVERLAND PARK, KS, United States | $1,055,116,691 | |
|
ARMBRUSTER CAPITAL MANAGEMENT, INC.
CRD 151590
|
PITTSFORD, NY, United States | $1,055,065,472 | |
|
GRIFFIN ASSET MANAGEMENT, LLC
CRD 104548
|
NEW YORK, NY, United States | $1,054,935,132 | |
|
FREEDOM 3 CAPITAL, LLC
CRD 170786
|
NEW YORK, NY, United States | $1,054,673,110 | |
|
PRESTON CAPITAL LLC
CRD 328417
|
ALISO VIEJO, CA, United States | $1,054,611,662 | |
|
REVOLVERCAP MANAGEMENT, L.P.
CRD 290377
|
TEANECK, NJ, United States | $1,054,470,459 | |
|
NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC.
CRD 116837
|
NEW YORK, NY, United States | $1,054,468,000 | |
|
DGS CAPITAL MANAGEMENT, LLC
CRD 281938
|
JERSEY CITY, NJ, United States | $1,054,081,877 | |
|
CONNELLY CAPITAL MANAGEMENT LLC
CRD 324104
|
GUAYNABO, PR, United States | $1,054,080,727 | |
|
GOLDSTONE FINANCIAL GROUP, LLC
CRD 222520
|
OAKBROOK TERRACE, IL, United States | $1,054,041,925 | |
|
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC
CRD 143732
|
HARTFORD, CT, United States | $1,052,973,632 | |
|
IRON TRIANGLE PARTNERS LP
CRD 302077
|
COS COB, CT, United States | $1,052,926,092 | |
|
SATOR GROVE MANAGEMENT COMPANY, LLC
CRD 318780
|
$1,052,879,401 | ||
|
WNDRCO CAPITAL MANAGEMENT LLC
CRD 318443
|
SAN FRANCISCO, CA, United States | $1,052,836,560 | |
|
GR FINANCIAL GROUP, LLC
CRD 172370
|
TUCSON, AZ, United States | $1,052,794,192 | |
|
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
CRD 109040
|
MILTON, GA, United States | $1,052,573,881 | |
|
FAITHWARD ADVISORS, LLC
CRD 116978
|
LANCASTER, PA, United States | $1,052,532,710 | |
|
AROHI ASSET MANAGEMENT PTE LTD.
CRD 160798
|
SINGAPORE, Singapore | $1,052,171,894 | |
|
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CRD 304290
|
LIBERTYVILLE, IL, United States | $1,052,112,840 | |
|
TIMBER BAY PARTNERS, LLC
CRD 286653
|
CINCINNATI, OH, United States | $1,052,014,714 | |
|
WHITEFORT CAPITAL MANAGEMENT, LP
CRD 288534
|
NEW YORK, NY, United States | $1,051,097,751 | |
|
POST ROAD GROUP LLC
CRD 288459
|
STAMFORD, CT, United States | $1,051,050,655 | |
|
PETIOLE USA LIMITED
CRD 159788
|
NEW YORK, NY, United States | $1,050,648,830 | |
|
PANORAMIKA ADVISORS INC.
CRD 172737
|
MIAMI, FL, United States | $1,050,304,871 | |
|
SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
|
BIRMINGHAM, AL, United States | $1,050,139,365 | |
|
COYLE FINANCIAL COUNSEL, LLC
CRD 110593
|
GLENVIEW, IL, United States | $1,049,463,558 | |
|
DTCP USA LLC
CRD 297884
|
LAS VEGAS, NV, United States | $1,048,926,485 | |
|
MACK REAL ESTATE CREDIT STRATEGIES, L.P.
CRD 167609
|
NEW YORK, NY, United States | $1,048,754,256 | |
|
SITTNER & NELSON, LLC
CRD 309757
|
EUGENE, OR, United States | $1,048,567,431 | |
|
QP GLOBAL FAMILY OFFICES, LLC
CRD 294879
|
GREENWICH, CT, United States | $1,048,000,000 | |
|
COUNTERPOINTE INVESTMENT MANAGEMENT LLC
CRD 333864
|
STAMFORD, CT, United States | $1,047,740,128 | |
|
MATAURO, LLC
CRD 333038
|
NEW YORK, NY, United States | $1,047,284,784 | |
|
BAYOU CITY ENERGY MANAGEMENT LLC
CRD 283269
|
HOUSTON, TX, United States | $1,047,155,162 | |
|
BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
|
VANCOUVER, WA, United States | $1,047,120,232 | |
|
NASSAU PRIVATE CREDIT LLC
CRD 300220
|
DARIEN, CT, United States | $1,047,118,939 | |
|
MORLING FINANCIAL ADVISORS, LLC
CRD 111819
|
FREMONT, CA, United States | $1,047,057,507 | |
|
QUONA CAPITAL MANAGEMENT LLC
CRD 277131
|
WASHINGTON, DC, United States | $1,046,676,637 |