Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
AC FUNDS, LLC
CRD 311748
|
RIDGEWOOD, NJ, United States | $1,030,860,762 | |
|
IFG ADVISORS, LLC
CRD 172329
|
ST. LOUIS, MO, United States | $1,030,000,000 | |
|
JOHN MOORE & ASSOCIATES INC
CRD 109791
|
ALBUQUERQUE, NM, United States | $1,028,769,091 | |
|
HARVEY INVESTMENT COMPANY, LLC
CRD 110482
|
LOUISVILLE, KY, United States | $1,028,628,022 | |
|
TEN COVES CAPITAL, LP
CRD 311121
|
DARIEN, CT, United States | $1,028,406,867 | |
|
BURNS J W & CO INC
CRD 107835
|
DEWITT, NY, United States | $1,026,809,872 | |
|
GLEN EAGLE ADVISORS, LLC
CRD 282920
|
KINGSTON, NJ, United States | $1,026,399,410 | |
|
VESTWELL ADVISORS LLC
CRD 284173
|
NEW YORK, NY, United States | $1,026,092,890 | |
|
CARDINAL CAPITAL MANAGEMENT INC
CRD 108076
|
RALEIGH, NC, United States | $1,025,998,835 | |
|
ASTARIS CAPITAL MANAGEMENT LLP
CRD 160262
|
LONDON, United Kingdom | $1,025,972,004 | |
|
BASS AND BELL, INC.
CRD 300557
|
LITTLE ROCK, AR, United States | $1,024,897,615 | |
|
THAYER STREET PARTNERS MANAGEMENT, LLC
CRD 170763
|
NEW YORK, NY, United States | $1,024,471,976 | |
|
PERRYMAN FINANCIAL ADVISORY, INC.
CRD 107653
|
DALLAS, TX, United States | $1,024,110,000 | |
|
ALPHA OMEGA WEALTH MANAGEMENT, LLC
CRD 149842
|
RICHMOND, VA, United States | $1,023,955,176 | |
|
STANLEY-LAMAN GROUP LTD.
CRD 112112
|
BERWYN, PA, United States | $1,023,479,352 | |
|
CAPITAL INVESTMENT COUNSEL INC
CRD 104591
|
RALEIGH, NC, United States | $1,023,436,471 | |
|
VANTAGE FINANCIAL PARTNERS, LLC
CRD 315828
|
ELM GROVE, WI, United States | $1,023,412,190 | |
|
SAW MILL CAPITAL L.L.C.
CRD 156472
|
BRIARCLIFF MANOR, NY, United States | $1,023,409,324 | |
|
PETTYJOHN, WOOD & WHITE, INC.
CRD 106403
|
LYNCHBURG, VA, United States | $1,022,956,504 | |
|
HURON CAPITAL PARTNERS LLC
CRD 157060
|
DETROIT, MI, United States | $1,022,452,268 | |
|
RADIANX CAPITAL, LLC
CRD 298178
|
NEW YORK, NY, United States | $1,022,269,285 | |
|
CENTRICUS INVESTMENT ADVISORS (US) LLC
CRD 341654
|
BEVERLY HILLS, CA, United States | $1,021,000,000 | |
|
SOUNDWATCH CAPITAL, LLC
CRD 173151
|
DALLAS, TX, United States | $1,020,965,076 | |
|
NORTHSTAR COMPANY, LLC
CRD 158003
|
MINNEAPOLIS, MN, United States | $1,020,847,285 | |
|
GREATMARK INVESTMENT PARTNERS, INC.
CRD 105267
|
COLUMBUS, GA, United States | $1,020,604,346 | |
|
ZEVIN ASSET MANAGEMENT, LLC
CRD 165269
|
BOSTON, MA, United States | $1,020,376,296 | |
|
ALPINE GROVE PARTNERS LLP
CRD 157485
|
NEW YORK, NY, United States | $1,020,228,030 | |
|
WM PARTNERS, LP
CRD 235788
|
AVENTURA, FL, United States | $1,019,581,744 | |
|
NEWBROOK CAPITAL ADVISORS LP
CRD 138930
|
NEW YORK, NY, United States | $1,019,425,130 | |
|
ASSET ALLOCATION STRATEGIES, LLC
CRD 152339
|
FARMINGTON, MI, United States | $1,019,375,000 | |
|
BREAKWATER CAPITAL GROUP
CRD 321097
|
PARAMUS, NJ, United States | $1,019,176,972 | |
|
36 SOUTH CAPITAL ADVISORS LLP
CRD 166406
|
LONDON, United Kingdom | $1,017,925,270 | |
|
MEG GREEN & ASSOCIATES, INC.
CRD 284866
|
PLANTATION, FL, United States | $1,017,902,995 | |
|
MCD-KISSNER GP, LLC
CRD 336165
|
OVERLAND PARK, KS, United States | $1,017,618,502 | |
|
EDGE NATURAL RESOURCES LLC
CRD 230787
|
DALLAS, TX, United States | $1,016,746,031 | |
|
LAFLEUR & GODFREY LLC
CRD 168831
|
GRAND RAPIDS, MI, United States | $1,016,437,853 | |
|
SOLLINDA CAPITAL MANAGEMENT LLC
CRD 321742
|
MIAMI, FL, United States | $1,016,267,428 | |
|
PORTFOLIO STRATEGIES INC NY
CRD 106942
|
MONTVALE, NJ, United States | $1,015,753,299 | |
|
GFG CAPITAL, LLC
CRD 128059
|
MIAMI, FL, United States | $1,014,910,213 | |
|
JT STRATFORD, LLC
CRD 155629
|
GAINESVILLE, GA, United States | $1,014,245,565 | |
|
VERUM PARTNERS LLC
CRD 301058
|
CHARLOTTE, NC, United States | $1,014,129,210 | |
|
ENERVEST INVESTMENT SERVICES, L.L.C.
CRD 297181
|
HOUSTON, TX, United States | $1,013,858,537 | |
|
TEAMWORK FINANCIAL ADVISORS, LLC
CRD 165237
|
SAN ANTONIO, TX, United States | $1,013,528,875 | |
|
JOCELYN INVESTMENT MANAGEMENT, LLC
CRD 323831
|
SAN RAFAEL, CA, United States | $1,013,115,876 | |
|
ARCHER INVESTMENT CORPORATION
CRD 136403
|
CARMEL, IN, United States | $1,012,991,000 | |
|
VERITA STRATEGIC WEALTH PARTNERS, LLC
CRD 335215
|
SAN FRANCISCO, CA, United States | $1,012,849,398 | |
|
ISOMETRY CAPITAL, LLC
CRD 307544
|
NEW YORK, NY, United States | $1,012,740,407 | |
|
NAVIGATION GROUP LLC
CRD 130982
|
REDWOOD SHORES, CA, United States | $1,012,040,689 | |
|
VERTEX PLANNING PARTNERS, LLC
CRD 316839
|
DOWNERS GROVE, IL, United States | $1,011,939,498 | |
|
DORSEY, WRIGHT & ASSOCIATES, LLC
CRD 104925
|
RICHMOND, VA, United States | $1,011,889,492 |