Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
TRANSATLANTIQUE PRIVATE WEALTH LLC
CRD 169820
|
NEW YORK, NY, United States | $878,775,090 | |
|
ALONGSIDE, LLC
CRD 333587
|
AUSTIN, TX, United States | $878,611,865 | |
|
CHATHAM CAPITAL GROUP INC
CRD 106174
|
SAVANNAH, GA, United States | $878,086,098 | |
|
MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
|
MIDDLETON, WI, United States | $877,604,545 | |
|
SEYMOUR ASSET MANAGEMENT LLC
CRD 291768
|
NEW YORK, NY, United States | $877,534,532 | |
|
NOESIS CAPITAL MANAGEMENT CORP
CRD 110819
|
BOCA RATON, FL, United States | $876,873,175 | |
|
MONTZ HARCUS WEALTH MANAGEMENT LLC
CRD 301963
|
NEW ORLEANS, LA, United States | $876,333,177 | |
|
TRUE GREEN CAPITAL MANAGEMENT LLC
CRD 277052
|
WESTPORT, CT, United States | $876,213,286 | |
|
ICON ADVISERS, INC.
CRD 108268
|
GREENWOOD VILLAGE, CO, United States | $875,902,913 | |
|
CGC FINANCIAL SERVICES, LLC
CRD 155446
|
LAKE OSWEGO, OR, United States | $875,784,975 | |
|
GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD 166263
|
PORTLAND, OR, United States | $875,009,687 | |
|
QUINT CAPITAL CORPORATION
CRD 26586
|
NEW YORK, NY, United States | $875,000,000 | |
|
RUNNING OAK CAPITAL LLC
CRD 286656
|
MINNEAPOLIS, MN, United States | $874,740,150 | |
|
BROADSIDE WEALTH TECHNOLOGIES INC.
CRD 342220
|
SAN FRANCISCO, CA, United States | $874,516,229 | |
|
BITKRAFT VENTURES MANAGEMENT, LLC
CRD 305847
|
$874,418,304 | ||
|
LEISURE CAPITAL MANAGEMENT, INC.
CRD 120374
|
COSTA MESA, CA, United States | $873,950,396 | |
|
SANDGLASS CAPITAL ADVISORS LLC
CRD 299418
|
NEW YORK, NY, United States | $873,735,436 | |
|
ATLAS WEALTH LLC
CRD 321832
|
CINCINNATI, OH, United States | $872,588,664 | |
|
INTEGRITY GROWTH PARTNERS, L.P.
CRD 307975
|
LOS ANGELES, CA, United States | $872,565,125 | |
|
AFFINITY WEALTH MANAGEMENT LLC
CRD 290735
|
WILMINGTON, DE, United States | $872,523,855 | |
|
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
CRD 107326
|
WALNUT CREEK, CA, United States | $872,231,526 | |
|
B&T CAPITAL MANAGEMENT, INCORPORATED
CRD 121703
|
AUSTIN, TX, United States | $871,430,846 | |
|
MARLIN MANAGER, LLC
CRD 310768
|
SAINT PETERSBURG, FL, United States | $871,025,469 | |
|
OAK GROVE CAPITAL, LLC
CRD 165465
|
$871,011,954 | ||
|
SECURE ASSET MANAGEMENT, L.L.C.
CRD 144046
|
TROY, MI, United States | $870,615,187 | |
|
PRAIRIE MANAGEMENT COMPANY, L.P.
CRD 155566
|
CHICAGO, IL, United States | $869,871,068 | |
|
ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
|
FT WAYNE, IN, United States | $869,789,917 | |
|
PINE VALLEY CAPITAL PARTNERS LLC
CRD 330556
|
AUSTIN, TX, United States | $869,593,252 | |
|
REDW WEALTH LLC
CRD 109446
|
ALBUQUERQUE, NM, United States | $869,194,004 | |
|
CANOPY PARTNERS, LLC
CRD 324812
|
CINCINNATI, OH, United States | $869,015,092 | |
|
BRIDGEWEALTH ADVISORY GROUP, LLC
CRD 293514
|
FRESNO, CA, United States | $868,922,370 | |
|
BG INVESTMENT SERVICES, LLC
CRD 281716
|
HAGATNA, Guam | $868,461,096 | |
|
ASPEN RENEWABLE INVESTMENTS, L.L.C.
CRD 334812
|
NEW YORK, NY, United States | $868,428,081 | |
|
CIRCLE ADVISERS INC
CRD 110818
|
NEW YORK, NY, United States | $868,162,745 | |
|
INTEGRITY FINANCIAL CORPORATION
CRD 137125
|
JACKSON, WY, United States | $868,063,249 | |
|
PARK CAPITAL MANAGEMENT, LLC
CRD 158965
|
MADISON, WI, United States | $867,986,072 | |
|
HIGHLINE WEALTH PARTNERS, LLC
CRD 284712
|
SHERMAN OAKS, CA, United States | $867,921,688 | |
|
TMB CAPITAL PARTNERS, LLC
CRD 335750
|
LITTLE ROCK, AR, United States | $867,846,603 | |
|
VANTAGE FINANCIAL GROUP, INC.
CRD 105950
|
CLEVELAND, OH, United States | $866,856,459 | |
|
LONG ARC CAPITAL LP
CRD 290245
|
NEW YORK, NY, United States | $866,800,000 | |
|
STORGE PARTNERS ECONOMIC STUDIES LLC
CRD 305395
|
CORAL GABLES, FL, United States | $866,631,010 | |
|
TSG ADVICE PARTNERS, LLC
CRD 305999
|
COLUMBUS, OH, United States | $866,510,470 | |
|
BERNARDO WEALTH PLANNING, LLC
CRD 288705
|
HARLEYSVILLE, PA, United States | $866,351,060 | |
|
CANTON HATHAWAY LLC
CRD 297527
|
PROVIDENCE, RI, United States | $866,119,419 | |
|
KKM FINANCIAL LLC
CRD 165136
|
CHICAGO, IL, United States | $865,677,457 | |
|
XA INVESTMENTS LLC
CRD 284005
|
CHICAGO, IL, United States | $865,643,706 | |
|
GRANITE FO, LLC
CRD 323432
|
$865,575,192 | ||
|
CHARGER INVESTMENT PARTNERS LP
CRD 307191
|
EL SEGUNDO, CA, United States | $865,306,151 | |
|
CARSON ADVISORY, INC.
CRD 117410
|
ATHENS, GA, United States | $864,880,656 | |
|
TREO ASSET MANAGEMENT, LLC
CRD 164982
|
NEW YORK, NY, United States | $864,659,349 |