Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SHANNON RIVER FUND MANAGEMENT, LLC
CRD 161538
|
NEW YORK, NY, United States | $904,709,315 | |
|
HOLOWESKO PARTNERS LTD.
CRD 155703
|
NASSAU, Bahamas, The | $904,135,042 | |
|
CONVERGENCE FINANCIAL, LLC
CRD 304146
|
COLUMBIA, MO, United States | $903,955,351 | |
|
MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127
|
PORTLAND, OR, United States | $903,477,305 | |
|
FORMIDABLE ASSET MANAGEMENT, LLC
CRD 167555
|
CINCINNATI, OH, United States | $903,036,940 | |
|
STUDIO INVESTMENT MANAGEMENT, LLC
CRD 158489
|
CHICAGO, IL, United States | $902,977,842 | |
|
DISTRIBUTED GLOBAL MANAGER LP
CRD 309673
|
AUSTIN, TX, United States | $902,749,131 | |
|
DMKC ADVISORY SERVICES, LLC
CRD 145112
|
DES MOINES, IA, United States | $902,500,171 | |
|
NAVIS WEALTH ADVISORS LLC
CRD 311171
|
RYE BROOK, NY, United States | $902,226,266 | |
|
THE FAIRMAN GROUP, LLC
CRD 121492
|
CHESTERBROOK, PA, United States | $902,130,650 | |
|
NEW VERNON ADVISERS LP
CRD 160231
|
MORRISTOWN, NJ, United States | $902,052,119 | |
|
FLAHARTY ASSET MANAGEMENT, LLC
CRD 168495
|
CLEARWATER, FL, United States | $901,606,202 | |
|
TRIMER CAPITAL MANAGEMENT LP
CRD 319428
|
SAN FRANCISCO, CA, United States | $901,468,142 | |
|
MARS JEWETT FINANCIAL GROUP, INC.
CRD 297388
|
BELLEVUE, WA, United States | $901,424,022 | |
|
RIATA CAPITAL GROUP, LLC
CRD 289948
|
DALLAS, TX, United States | $901,092,500 | |
|
BEACON FINANCIAL ADVISORY LLC
CRD 174334
|
CLEVELAND, OH, United States | $900,724,380 | |
|
GREENUP STREET WEALTH MANAGEMENT LLC
CRD 311391
|
OVERLAND PARK, KS, United States | $900,364,399 | |
|
FIRST TURN MANAGEMENT, LLC
CRD 327421
|
SOLANA BEACH, CA, United States | $900,123,029 | |
|
YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
|
MOUNTAINSIDE, NJ, United States | $900,035,313 | |
|
93 FINANCIAL GROUP, LLC
CRD 144235
|
WOBURN, MA, United States | $899,661,209 | |
|
MALABAR INVESTMENTS, LLC
CRD 168091
|
NEW YORK, NY, United States | $899,600,000 | |
|
WEALTHTRUST AXIOM, LLC
CRD 145186
|
WAYNE, PA, United States | $899,555,956 | |
|
GOLDNER HAWN LP
CRD 299154
|
MINNEAPOLIS, MN, United States | $898,931,531 | |
|
ASSET MANAGEMENT GROUP, INC.
CRD 110116
|
STAMFORD, CT, United States | $898,343,327 | |
|
RISKBRIDGE ADVISORS, LLC
CRD 310396
|
NORWALK, CT, United States | $898,316,004 | |
|
BLOCKCHANGE MANAGEMENT LLC
CRD 296291
|
$898,009,110 | ||
|
KAIROS INVESTMENT MANAGEMENT COMPANY, LLC
CRD 161321
|
IRVINE, CA, United States | $897,240,576 | |
|
SFAM, LLC
CRD 145026
|
ELMHURST, IL, United States | $896,524,840 | |
|
KEY CLIENT FIDUCIARY ADVISORS, LLC
CRD 298240
|
FAIRFIELD, NJ, United States | $896,330,281 | |
|
THE WEIL COMPANY
CRD 22090
|
SAN DIEGO, CA, United States | $896,242,185 | |
|
EAGLECLAW CAPITAL MANAGEMENT LLC
CRD 134045
|
BOSTON, MA, United States | $896,231,596 | |
|
STONEBRIDGE FINANCIAL GROUP, LLC
CRD 340200
|
SAN RAFAEL, CA, United States | $895,995,473 | |
|
MAYTECH GLOBAL INVESTMENTS, LLC
CRD 285985
|
NEW YORK, NY, United States | $895,132,001 | |
|
KELMAN LAZAROV INC
CRD 107727
|
MEMPHIS, TN, United States | $894,604,455 | |
|
MAKROD INVESTMENT ASSOCIATES INC
CRD 110325
|
VERONA, NJ, United States | $894,437,867 | |
|
BCG SECURITIES, INC.
CRD 70
|
CHERRY HILL, NJ, United States | $894,217,482 | |
|
TELEO CAPITAL MANAGEMENT LLC
CRD 307203
|
BOISE, ID, United States | $894,110,342 | |
|
ATLANTIC PRIVATE WEALTH, LLC
CRD 311517
|
CHAPEL HILL, NC, United States | $893,973,591 | |
|
ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD.
CRD 324043
|
SINGAPORE, Singapore | $893,937,610 | |
|
COMPASS FINANCIAL MANAGEMENT LLC
CRD 156345
|
TAMPA, FL, United States | $893,836,789 | |
|
VANCE WEALTH, LLC
CRD 310162
|
SANTA CLARITA, CA, United States | $893,563,375 | |
|
THE MILLSTONE EVANS GROUP, LLC
CRD 311142
|
BOULDER, CO, United States | $893,343,036 | |
|
ACORN GROWTH COMPANIES, LC
CRD 164499
|
OKLAHOMA CITY, OK, United States | $893,183,647 | |
|
MOERUS CAPITAL MANAGEMENT LLC
CRD 282399
|
NEW YORK, NY, United States | $893,132,412 | |
|
JLB & ASSOCIATES INC
CRD 104655
|
PLYMOUTH, MI, United States | $892,688,917 | |
|
WESBANCO BANK, INC.
CRD 111907
|
WHEELING, WV, United States | $892,606,781 | |
|
AUTOPILOT ADVISERS, LLC
CRD 331749
|
NEW YORK, NY, United States | $892,375,643 | |
|
INVESTMENT PARTNERS LTD
CRD 108913
|
NEW PHILADELPHIA, OH, United States | $892,284,139 | |
|
ONEPRIME CAPITAL LLC
CRD 299697
|
PALO ALTO, CA, United States | $892,258,770 | |
|
GEC ADVISORS LLC
CRD 161472
|
HOUSTON, TX, United States | $892,099,530 |