Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LAFAYETTE INVESTMENTS, INC.
CRD 22471
|
ASHTON, MD, United States | $942,844,376 | |
|
ASHFORD ADVISORS, LLC
CRD 114238
|
PITTSFORD, NY, United States | $942,675,757 | |
|
VESEY STREET CAPITAL PARTNERS, L.L.C.
CRD 285544
|
NEW YORK, NY, United States | $942,027,598 | |
|
EQ, LLC
CRD 291033
|
$941,715,432 | ||
|
HUTCHINSON CAPITAL MANAGEMENT
CRD 106158
|
SAN RAFAEL, CA, United States | $941,652,018 | |
|
DISCIPLINED INVESTORS, L.L.C.
CRD 114614
|
WACO, TX, United States | $941,638,408 | |
|
EMERALD ADVISORS, LLC
CRD 305125
|
BELLEVUE, WA, United States | $941,396,697 | |
|
DF INVESTMENT MANAGER, LLC
CRD 334742
|
ATLANTA, GA, United States | $940,840,000 | |
|
FAGAN ASSOCIATES INC
CRD 107562
|
TROY, NY, United States | $940,732,988 | |
|
RUDNEY ASSOCIATES, INC.
CRD 110235
|
ALAMO, CA, United States | $940,194,476 | |
|
TAPROOT MANAGEMENT LP
CRD 335061
|
NEW YORK, NY, United States | $940,092,433 | |
|
DEVELOP CAPITAL PARTNERS, LP.
CRD 338965
|
PITTSFORD, NY, United States | $940,000,000 | |
|
BLANKINSHIP & FOSTER, LLC
CRD 104795
|
SOLANA BEACH, CA, United States | $939,507,252 | |
|
STRATTAM CAPITAL MANAGEMENT, LLC
CRD 171845
|
SAN FRANCISCO, CA, United States | $938,675,790 | |
|
ASCENSION CAPITAL ADVISORS, INC.
CRD 109518
|
HOUSTON, TX, United States | $938,510,312 | |
|
ROBERTS, GLORE & CO.
CRD 109792
|
DEERFIELD, IL, United States | $938,401,916 | |
|
CEDAR STREET ASSET MANAGEMENT LLC
CRD 285814
|
CHICAGO, IL, United States | $938,401,000 | |
|
MAC ALPHA CAPITAL MANAGEMENT, LP
CRD 311412
|
TAMPA, FL, United States | $937,827,441 | |
|
SIRIOS CAPITAL MANAGEMENT, L.P.
CRD 160580
|
BOSTON, MA, United States | $937,452,708 | |
|
CC CAPITAL INSURANCE ADVISORS LLC
CRD 334723
|
NEW YORK, NY, United States | $937,350,545 | |
|
STONEBROOK PRIVATE LLC
CRD 325434
|
NORTHVILLE, MI, United States | $936,969,533 | |
|
RITTER DANIHER FINANCIAL ADVISORY LLC
CRD 321827
|
CINCINNATI, OH, United States | $936,472,327 | |
|
DALAL STREET, LLC
CRD 161471
|
WEST LAKE HILLS, TX, United States | $936,286,116 | |
|
ARA GC PARTNERS, LLC
CRD 334354
|
HOUSTON, TX, United States | $935,931,451 | |
|
HARTLINE INVESTMENT CORP.
CRD 106923
|
WINNETKA, IL, United States | $935,481,549 | |
|
HERONBRIDGE INVESTMENT MANAGEMENT LLP
CRD 164314
|
BATH, United Kingdom | $935,272,788 | |
|
FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
CRD 125218
|
CHICAGO, IL, United States | $935,000,000 | |
|
CRANE ADVISORY LLC
CRD 314432
|
FULLERTON, CA, United States | $934,631,535 | |
|
UNITING WEALTH PARTNERS LLC
CRD 332317
|
DENVER, CO, United States | $934,628,831 | |
|
SANDLOT PARTNERS, LLC
CRD 311409
|
OREM, UT, United States | $934,473,996 | |
|
TELESCOPE PARTNERS LLC
CRD 286637
|
SAN FRANCISCO, CA, United States | $933,955,126 | |
|
JOHNSON BIXBY & ASSOCIATES, LLC
CRD 310839
|
VANCOUVER, WA, United States | $933,732,431 | |
|
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
CRD 104749
|
BOISE, ID, United States | $933,709,300 | |
|
STRATEGIC EQUITY MANAGEMENT, INC.
CRD 112142
|
TUCSON, AZ, United States | $933,491,000 | |
|
TRAILS EDGE CAPITAL PARTNERS, LP
CRD 335659
|
ATLANTA, GA, United States | $933,350,499 | |
|
ESTABROOK CAPITAL MANAGEMENT LLC
CRD 128856
|
NEW YORK, NY, United States | $933,319,315 | |
|
TOSCAFUND ASSET MANAGEMENT LLP
CRD 155132
|
LONDON, United Kingdom | $933,286,192 | |
|
3L CAPITAL MANAGEMENT, LLC
CRD 294003
|
LOS ANGELES, CA, United States | $932,271,083 | |
|
LS INVESTMENT ADVISORS, LLC
CRD 146829
|
BLOOMFIELD HILLS, MI, United States | $932,114,909 | |
|
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD
CRD 292433
|
GENEVA, Switzerland | $931,943,670 | |
|
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CRD 288641
|
LEAWOOD, KS, United States | $931,844,457 | |
|
NW1 PARTNERS UK LLP
CRD 289003
|
LONDON, United Kingdom | $931,743,932 | |
|
FRISCH FINANCIAL GROUP, INC.
CRD 126524
|
MELVILLE, NY, United States | $931,564,656 | |
|
CLEARALPHA TECHNOLOGIES LP
CRD 325995
|
GREENWICH, CT, United States | $931,558,940 | |
|
PCG WEALTH ADVISORS, LLC
CRD 290977
|
OVERLAND PARK, KS, United States | $931,127,284 | |
|
SKY INVESTMENT GROUP LLC
CRD 134001
|
HARTFORD, CT, United States | $930,981,263 | |
|
BRIGHTON SECURITIES CORP.
CRD 3875
|
ROCHESTER, NY, United States | $930,950,057 | |
|
PHILIP JAMES WEALTH MANAGEMENT, LLC
CRD 297517
|
ALPHARETTA, GA, United States | $930,625,185 | |
|
RB CAPITAL MANAGEMENT, LLC
CRD 125678
|
RENO, NV, United States | $930,603,372 | |
|
SANDALWOOD SECURITIES, INC.
CRD 27240
|
ROSELAND, NJ, United States | $930,185,651 |