Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BRIDGEPORT FINANCIAL SOLUTIONS LLC
CRD 325485
|
PHOENIX, AZ, United States | $1,046,399,893 | |
|
WEAVER CONSULTING GROUP, LLC
CRD 287895
|
HUNTINGTON BEACH, CA, United States | $1,046,310,818 | |
|
HIGH PROBABILITY ADVISORS, LLC
CRD 289541
|
PITTSFORD, NY, United States | $1,046,309,873 | |
|
MANCHESTER FINANCIAL INC
CRD 106071
|
WESTLAKE VILLAGE, CA, United States | $1,046,223,900 | |
|
WEATHERFORD CAPITAL MANAGEMENT LLC
CRD 304514
|
TAMPA, FL, United States | $1,045,821,873 | |
|
THREE BRIDGE WEALTH ADVISORS, LLC
CRD 150460
|
LOS ALTOS, CA, United States | $1,045,756,051 | |
|
MARBLE WEALTH, LLC
CRD 335291
|
MONTGOMERY, AL, United States | $1,045,227,948 | |
|
PARAGON ADVISORS, L.L.C.
CRD 143721
|
COLLEGE STATION, TX, United States | $1,045,227,498 | |
|
RPG INVESTMENT ADVISORY, LLC
CRD 172173
|
PLEASANTON, CA, United States | $1,043,868,256 | |
|
BIGLARI CAPITAL LLC
CRD 115197
|
SAN ANTONIO, TX, United States | $1,043,222,993 | |
|
CIFC INVESTMENT MANAGEMENT LLC
CRD 107050
|
MIAMI, FL, United States | $1,043,121,736 | |
|
FITZROY INVESTMENT ADVISORS LLC
CRD 174342
|
AVENTURA, FL, United States | $1,042,976,788 | |
|
STELAC CAPITAL PARTNERS LLC
CRD 163081
|
NEW YORK, NY, United States | $1,042,663,283 | |
|
ESP INVESTMENT ADVISORS LLC
CRD 298553
|
DALLAS, TX, United States | $1,040,678,006 | |
|
RED OAK FINANCIAL GROUP, LLC
CRD 166912
|
TOWSON, MD, United States | $1,040,249,413 | |
|
LS BDC ADVISER, LLC
CRD 313799
|
MIAMI, FL, United States | $1,040,209,513 | |
|
DREAM U.S. MANAGER LLC
CRD 314547
|
DENVER, CO, United States | $1,040,201,358 | |
|
CLEARHAVEN PARTNERS LP
CRD 309219
|
BOSTON, MA, United States | $1,039,618,614 | |
|
VIOLICH CAPITAL MANAGEMENT
CRD 111410
|
MILL VALLEY, CA, United States | $1,039,042,028 | |
|
ARGOS WEALTH ADVISORS LLC
CRD 144481
|
$1,038,974,470 | ||
|
NEWFRONT RETIREMENT SERVICES, INC.
CRD 167641
|
SAN MATEO, CA, United States | $1,038,896,040 | |
|
ASHE CAPITAL MANAGEMENT, LP
CRD 169616
|
ENGLEWOOD CLIFFS, NJ, United States | $1,038,689,554 | |
|
MODERN PORTFOLIO MANAGEMENT INC
CRD 104926
|
HOLLAND, OH, United States | $1,038,583,016 | |
|
WHALEROCK POINT PARTNERS, LLC
CRD 140781
|
WEST PALM BEACH, FL, United States | $1,038,257,743 | |
|
ROGERS WEALTH GROUP, INC.
CRD 107409
|
FORT WORTH, TX, United States | $1,038,059,532 | |
|
1543 CAPITAL LP
CRD 305398
|
GREENWICH, CT, United States | $1,037,962,290 | |
|
BAINBRIDGE PARTNERS LLP
CRD 325681
|
LONDON, United Kingdom | $1,037,733,535 | |
|
RODGERS BROTHERS, INC.
CRD 16197
|
HARMONY, PA, United States | $1,037,507,673 | |
|
TOEWS CORPORATION
CRD 106304
|
NORTHFIELD, NJ, United States | $1,037,481,484 | |
|
PENINSULA CAPITAL PARTNERS, L.L.C.
CRD 157354
|
SOUTHFIELD, MI, United States | $1,036,583,000 | |
|
FIERSTON FINANCIAL GROUP INC
CRD 105003
|
WEST HARTFORD, CT, United States | $1,035,576,610 | |
|
PROSIGHT MANAGEMENT, LP
CRD 148791
|
DALLAS, TX, United States | $1,035,350,000 | |
|
3(38) INVESTMENT FIDUCIARIES INC.
CRD 298053
|
SIMI VALLEY, CA, United States | $1,035,072,002 | |
|
FORT SHERIDAN ADVISORS LLC
CRD 151139
|
HIGHLAND PARK, IL, United States | $1,034,804,031 | |
|
BERYL CAPITAL MANAGEMENT, LLC
CRD 269959
|
REDONDO BEACH, CA, United States | $1,034,703,425 | |
|
WILLIAM MACK & ASSOCIATES INC
CRD 107377
|
TROY, MI, United States | $1,034,607,199 | |
|
GOULD ASSET MANAGEMENT LLC
CRD 113098
|
CLAREMONT, CA, United States | $1,034,493,750 | |
|
MACD ADVISORS LLC
CRD 171905
|
SUMMIT, NJ, United States | $1,034,391,907 | |
|
STERLING INVESTMENT COUNSEL, LLC
CRD 282624
|
BUFFALO, NY, United States | $1,034,282,441 | |
|
BAY POINT ADVISORS, LLC
CRD 286050
|
ATLANTA, GA, United States | $1,034,023,470 | |
|
NELLORE CAPITAL MANAGEMENT LLC
CRD 300467
|
$1,033,998,245 | ||
|
EQUALITY ASSET MANAGEMENT, LP
CRD 300710
|
BOSTON, MA, United States | $1,033,523,877 | |
|
RUNWAY GROWTH CAPITAL LLC
CRD 281514
|
CHICAGO, IL, United States | $1,032,659,136 | |
|
BANYAN TREE ASSET MANAGEMENT, LLC
CRD 168384
|
TORRANCE, CA, United States | $1,032,525,505 | |
|
THEOREM PARTNERS LLC
CRD 281280
|
NEW YORK, NY, United States | $1,032,394,333 | |
|
WATTS GWILLIAM & COMPANY, LLC
CRD 131458
|
GILBERT, AZ, United States | $1,031,900,000 | |
|
DECAGON ASSET MANAGEMENT LLP
CRD 319363
|
LONDON, United Kingdom | $1,031,819,316 | |
|
BOS ASSET MANAGEMENT, LLC
CRD 310632
|
SPRINGFIELD, IL, United States | $1,031,382,470 | |
|
NORTHWEST WEALTH MANAGEMENT, LLC
CRD 152816
|
SPENCER, IA, United States | $1,031,354,549 | |
|
WALKNER CONDON FINANCIAL ADVISORS LLC
CRD 160109
|
VERONA, WI, United States | $1,031,180,911 |