Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BROADSHORE CAPITAL PARTNERS, LLC
CRD 119200
|
LOS ANGELES, CA, United States | $981,645,694 | |
|
KHROM CAPITAL MANAGEMENT, LLC
CRD 170711
|
MIAMI, FL, United States | $980,603,805 | |
|
VILLAGE GLOBAL MANAGEMENT, L.L.C.
CRD 289258
|
COVINA, CA, United States | $978,652,936 | |
|
WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329
|
WICHITA, KS, United States | $978,627,230 | |
|
EPOCH CAPITAL, US, LLC
CRD 315254
|
NEW YORK, NY, United States | $978,536,152 | |
|
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CRD 285972
|
EAGLE, ID, United States | $978,085,825 | |
|
ASTORIA PORTFOLIO ADVISORS LLC
CRD 288271
|
NEW YORK, NY, United States | $977,614,793 | |
|
KEYFRAME CAPITAL PARTNERS, L.P.
CRD 305812
|
NEW YORK, NY, United States | $977,279,914 | |
|
PATTON FUND MANAGEMENT, INC.
CRD 120533
|
$977,201,577 | ||
|
MBE WEALTH MANAGEMENT, LLC
CRD 165516
|
TOMAH, WI, United States | $977,101,000 | |
|
NIGHT SQUARED LP
CRD 333933
|
NEW YORK, NY, United States | $976,077,907 | |
|
LEVEL FINANCIAL ADVISORS, INC.
CRD 110641
|
EAST AMHERST, NY, United States | $975,191,940 | |
|
SATOVSKY ASSET MANAGEMENT LLC
CRD 143519
|
NEW YORK, NY, United States | $974,765,900 | |
|
BALMORAL MANAGEMENT II L.P.
CRD 164956
|
LOS ANGELES, CA, United States | $974,363,953 | |
|
MAIA WEALTH, LLC
CRD 292817
|
DENVER, CO, United States | $973,037,361 | |
|
LEBENTHAL GLOBAL ADVISORS, LLC
CRD 283303
|
HAUPPAUGE, NY, United States | $971,848,436 | |
|
CREWCIAL PARTNERS LLC
CRD 131570
|
NEW YORK, NY, United States | $971,646,493 | |
|
AUFMAN ASSOCIATES INC
CRD 104622
|
SEWICKLEY, PA, United States | $971,506,728 | |
|
INTERTIDE PARTNERS L.L.C.
CRD 326896
|
CHICAGO, IL, United States | $971,442,435 | |
|
VEERY CAPITAL, LLC
CRD 298465
|
WEST CHESTER, PA, United States | $971,383,003 | |
|
ELK RIVER WEALTH MANAGEMENT LLC
CRD 307263
|
DENVER, CO, United States | $971,278,241 | |
|
THE ARKANSAS FINANCIAL GROUP, INC.
CRD 104808
|
LITTLE ROCK, AR, United States | $971,140,637 | |
|
SCOTT CAPITAL PARTNERS LLP
CRD 332026
|
LONDON, United Kingdom | $970,549,627 | |
|
CHICAGO ATLANTIC ADVISERS, LLC
CRD 311619
|
CHICAGO, IL, United States | $970,286,524 | |
|
COLUMBUS MACRO, LLC
CRD 286374
|
$970,251,440 | ||
|
CIRRUS REAL ESTATE PARTNERS LP
CRD 323210
|
NEW YORK, NY, United States | $970,073,737 | |
|
GARRETT WEALTH ADVISORY GROUP, LLC
CRD 173563
|
WEATHERFORD, TX, United States | $969,768,698 | |
|
TDA, INC.
CRD 112016
|
SAN MATEO, CA, United States | $969,343,920 | |
|
CARRERA CAPITAL ADVISORS, LLC
CRD 330834
|
TROY, MI, United States | $968,703,896 | |
|
FIRST SENTIER INVESTORS (US) LLC
CRD 170739
|
NEW YORK, NY, United States | $968,597,075 | |
|
CAT ROCK CAPITAL MANAGEMENT LP
CRD 268817
|
GREENWICH, CT, United States | $968,461,360 | |
|
ODEON CAPITAL ADVISORS LLC
CRD 307619
|
NEW YORK, NY, United States | $967,487,949 | |
|
FACTORIAL FUNDS MANAGEMENT LLC
CRD 319107
|
SAN FRANCISCO, CA, United States | $967,009,419 | |
|
LIFEWORKS ADVISORS, LLC
CRD 288255
|
GRAND RAPIDS, MI, United States | $966,701,542 | |
|
PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP
CRD 288664
|
NEW YORK, NY, United States | $966,491,168 | |
|
TIMEFOLIO ASSET MANAGEMENT SINGAPORE PTE. LTD.
CRD 339423
|
SINGAPORE, SINGAPORE, Singapore | $965,864,841 | |
|
ASHFORD CAPITAL MANAGEMENT INC
CRD 110696
|
WILMINGTON, DE, United States | $965,833,061 | |
|
UNIQUE WEALTH, LLC
CRD 312462
|
TAMPA, FL, United States | $965,627,008 | |
|
HEXAGON CAPITAL PARTNERS, LLC
CRD 305850
|
ROGERS, AR, United States | $964,960,000 | |
|
CURIAM CAPITAL LLC
CRD 305220
|
NEW YORK, NY, United States | $964,661,366 | |
|
BROOKWOOD ADVISORS, LLC
CRD 338550
|
BEVERLY, MA, United States | $964,497,094 | |
|
REVIVAL HEALTHCARE CAPITAL LLC
CRD 315069
|
AUSTIN, TX, United States | $964,304,660 | |
|
GRACE & WHITE, INC
CRD 110761
|
NEW YORK, NY, United States | $964,199,268 | |
|
ZENITH AM
CRD 173046
|
PARIS, France | $963,634,859 | |
|
AMI INVESTMENT MANAGEMENT INC
CRD 106321
|
KENDALLVILLE, IN, United States | $963,593,785 | |
|
BOONE CAPITAL MANAGEMENT LLC
CRD 316230
|
ATLANTA, GA, United States | $963,168,000 | |
|
EVERNEST FINANCIAL ADVISORS
CRD 328161
|
CARMEL, IN, United States | $963,016,606 | |
|
BISON CAPITAL ASSET MANAGEMENT, LLC
CRD 160562
|
SANTA MONICA, CA, United States | $962,463,615 | |
|
PARTNERS FOR GROWTH MANAGERS, LLC
CRD 163495
|
TIBURON, CA, United States | $962,187,957 | |
|
CACHE ADVISORS LLC
CRD 323063
|
SAN FRANCISCO, CA, United States | $962,105,612 |