Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HEADINVEST, LLC
CRD 140518
|
PORTLAND, ME, United States | $891,849,255 | |
|
SWISSPARTNERS ADVISORS AG
CRD 148721
|
ZURICH, Switzerland | $891,794,772 | |
|
PACT CAPITAL LLC
CRD 333871
|
NEW YORK, NY, United States | $891,659,687 | |
|
OPTIMA ASSET MANAGEMENT LP
CRD 299826
|
NEW YORK, NY, United States | $891,567,747 | |
|
SOUTHLAND EQUITY PARTNERS, LLC.
CRD 154481
|
$891,474,518 | ||
|
COMMERCE STREET INVESTMENT ADVISOR, LLC
CRD 144278
|
DALLAS, TX, United States | $891,286,277 | |
|
DRUCKER WEALTH 3.0, LLC
CRD 328909
|
$891,154,920 | ||
|
ENTREPRENEURS FIRST INVESTMENT MANAGER LLP
CRD 300402
|
LONDON, United Kingdom | $890,879,849 | |
|
LWO LLC
CRD 282281
|
DALLAS, TX, United States | $890,782,432 | |
|
BLUESCAPE ENERGY PARTNERS LLC
CRD 283812
|
DALLAS, TX, United States | $890,431,488 | |
|
THOMAS J. HERZFELD ADVISORS, INC.
CRD 108369
|
MIAMI BEACH, FL, United States | $890,415,395 | |
|
TRAN CAPITAL MANAGEMENT, L.P.
CRD 107049
|
SAN RAFAEL, CA, United States | $890,294,385 | |
|
GRANDVIEW PROPERTY PARTNERS, LLC
CRD 299814
|
GREENWICH, CT, United States | $890,120,992 | |
|
J.P. KING ADVISORS, INC.
CRD 112109
|
WALNUT CREEK, CA, United States | $889,700,000 | |
|
3CHOPT INVESTMENT PARTNERS LLC
CRD 319125
|
RICHMOND, VA, United States | $889,374,393 | |
|
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CRD 298774
|
CLAYTON, MO, United States | $889,349,809 | |
|
GO INVEST LLC
CRD 291884
|
WEST JORDAN, UT, United States | $889,043,390 | |
|
ERGUZ, LLC
CRD 168009
|
THE WOODLANDS, TX, United States | $889,000,000 | |
|
WESTSIDE INVESTMENT MANAGEMENT, LLC
CRD 154522
|
SANTA MONICA, CA, United States | $888,776,410 | |
|
SAGEPOINT CAPITAL PARTNERS LLC
CRD 339742
|
FRANKLIN, TN, United States | $888,349,379 | |
|
DUPREE & COMPANY, INC.
CRD 1697
|
LEXINGTON, KY, United States | $888,208,444 | |
|
MARTIN INVESTMENT MANAGEMENT, LLC
CRD 105381
|
PALM BEACH GARDENS, FL, United States | $888,055,843 | |
|
BIN YUAN CAPITAL LIMITED
CRD 170109
|
HONG KONG, Hong Kong | $888,000,000 | |
|
REMY INVESTORS & CONSULTANTS, LLC
CRD 326958
|
LOS ANGELES, CA, United States | $887,580,225 | |
|
BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
|
ALTOONA, WI, United States | $887,394,335 | |
|
ATIKA CAPITAL MANAGEMENT, LLC
CRD 167227
|
NEW YORK, NY, United States | $887,333,520 | |
|
CORINTHIA MANAGEMENT (US) LLC
CRD 332982
|
NEW YORK, NY, United States | $886,535,267 | |
|
STRATA WEALTH ADVISORS, LLC
CRD 285973
|
DALLAS, TX, United States | $886,073,285 | |
|
INSIGHT EQUITY MANAGEMENT COMPANY LLC
CRD 157092
|
SOUTHLAKE, TX, United States | $885,942,920 | |
|
COVINGTON INVESTMENT ADVISORS, INC.
CRD 127270
|
LIGONIER, PA, United States | $885,891,247 | |
|
CFM WEALTH PARTNERS LLC
CRD 305135
|
AUSTIN, TX, United States | $885,842,605 | |
|
ROBERT HARRELL INCORPORATED
CRD 106191
|
AUSTIN, TX, United States | $885,296,771 | |
|
PEARSON AND ASSOCIATES, LLC
CRD 130143
|
DENNIS, MA, United States | $885,000,000 | |
|
NEW WORLD ADVISORS LLC
CRD 296798
|
HINGHAM, MA, United States | $884,935,674 | |
|
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD 157755
|
SALINA, KS, United States | $884,829,122 | |
|
BOW STREET LLC
CRD 158043
|
NEW YORK, NY, United States | $884,690,141 | |
|
PILGRIM GLOBAL ADVISORS LLC
CRD 323259
|
RENO, NV, United States | $884,170,065 | |
|
BASEPOINT WEALTH, LLC
CRD 289538
|
CEDAR RAPIDS, IA, United States | $883,834,872 | |
|
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
CRD 167243
|
HAUPPAUGE, NY, United States | $883,710,197 | |
|
SAGE RHINO CAPITAL LLC
CRD 290148
|
MENLO PARK, CA, United States | $883,702,842 | |
|
CASTELLAN GROUP, LLC
CRD 299363
|
LOUISVILLE, KY, United States | $882,230,876 | |
|
INTELLIGENCE DRIVEN ADVISERS, LLC
CRD 299589
|
CARLSBAD, CA, United States | $881,932,987 | |
|
OPTAS, LLC
CRD 299965
|
DRIPPING SPRINGS, TX, United States | $881,910,703 | |
|
ALL STAR FINANCIAL LLC
CRD 323765
|
MINNEAPOLIS, MN, United States | $881,693,500 | |
|
FREEDOM ADVISORY, LLC
CRD 147546
|
GUAYNABO, PR, United States | $880,642,243 | |
|
ROSCOMMON ANALYTICS LLC
CRD 332346
|
NEW YORK, NY, United States | $880,614,444 | |
|
LYONROSS CAPITAL MANAGEMENT, LLC
CRD 156637
|
WHITE PLAINS, NY, United States | $880,528,874 | |
|
SPUR CAPITAL PARTNERS, LLC
CRD 115959
|
BARTLESVILLE, OK, United States | $879,888,074 | |
|
BAYSHORE CAPITAL ADVISORS, LLC
CRD 110209
|
TAMPA, FL, United States | $879,243,015 | |
|
PARK PLACE CAPITAL CORPORATION
CRD 107952
|
HOMEWOOD, AL, United States | $879,223,964 |