Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
AMERICAN VENTURES IM LLC
CRD 337677
|
PALM BEACH GARDENS, FL, United States | $838,712,066 | |
|
ANCIENT MANAGEMENT LP
CRD 324806
|
NEW YORK, NY, United States | $838,622,277 | |
|
CONCISE CAPITAL MANAGEMENT, LP
CRD 145778
|
MIAMI, FL, United States | $838,564,985 | |
|
NET WORTH ADVISORY GROUP, LLC
CRD 126983
|
SANDY, UT, United States | $838,368,975 | |
|
ACANSA INVESTMENT MANAGEMENT GROUP, LLC
CRD 313457
|
TYSONS CORNER, VA, United States | $838,000,000 | |
|
TWIN CAPITAL MANAGEMENT INC
CRD 104748
|
MCMURRAY, PA, United States | $837,792,290 | |
|
BFI INFINITY LTD.
CRD 158420
|
ZURICH, Switzerland | $837,566,784 | |
|
TORREYANA CAPITAL, LLC
CRD 329075
|
LA JOLLA, CA, United States | $837,410,743 | |
|
PINION INVESTMENT ADVISORS, LLC
CRD 114556
|
WICHITA, KS, United States | $837,119,519 | |
|
MARKET STREET WEALTH MANAGEMENT, LLC
CRD 155157
|
WEST CHESTER, PA, United States | $836,983,408 | |
|
REDWOOD HOLDINGS, LLC
CRD 173916
|
SANTA MONICA, CA, United States | $836,976,086 | |
|
FREEGULLIVER, L.L.C.
CRD 117040
|
NEW ORLEANS, LA, United States | $836,584,355 | |
|
DARCYVILLE MANAGEMENT LP
CRD 337282
|
WASHINGTON, DC, United States | $836,563,608 | |
|
PEDDOCK CAPITAL ADVISORS, LLC
CRD 148216
|
BRAINTREE, MA, United States | $836,154,847 | |
|
RIVERPARK ADVISORS, LLC
CRD 150646
|
NEW YORK, NY, United States | $836,000,000 | |
|
CARR FINANCIAL GROUP CORPORATION
CRD 317321
|
WORCESTER, MA, United States | $835,932,167 | |
|
FINANCIAL SENSE ADVISORS, INC.
CRD 111090
|
SAN DIEGO, CA, United States | $835,564,894 | |
|
SETPOINT MANAGEMENT LLC
CRD 328702
|
NEW YORK, NY, United States | $835,075,131 | |
|
NOVACAP MANAGEMENT FINANCIAL SERVICES INC.
CRD 327205
|
BROSSARD, QUEBEC, Canada | $834,793,865 | |
|
IRONARC MANAGEMENT, LLC
CRD 336462
|
AUSTIN, TX, United States | $834,087,168 | |
|
FRG FAMILY WEALTH ADVISORS
CRD 282542
|
BELLEVUE, WA, United States | $833,699,103 | |
|
STRATEGIC ADVISORS LLC
CRD 125882
|
NEW YORK, NY, United States | $832,890,818 | |
|
FDX ADVISORS, INC.
CRD 104601
|
BERWYN, PA, United States | $832,819,068 | |
|
PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
|
MEMPHIS, TN, United States | $832,495,124 | |
|
AMERICAN TRIPLE I, LLC
CRD 318463
|
NEW YORK, NY, United States | $832,213,457 | |
|
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC
CRD 323024
|
HOUSTON, TX, United States | $831,381,391 | |
|
LYNCH & ASSOCIATES INC
CRD 108326
|
NEWBURGH, IN, United States | $831,128,783 | |
|
ZIONS CAPITAL ADVISORS, INC.
CRD 131308
|
SALT LAKE CITY, UT, United States | $830,754,722 | |
|
SMITHBRIDGE ASSET MANAGEMENT, INC.
CRD 106261
|
CHADDS FORD, PA, United States | $830,668,238 | |
|
DINALE MANAGEMENT, LLC
CRD 312887
|
BOSTON, MA, United States | $830,647,973 | |
|
ONE FIN CAPITAL MANAGEMENT LP
CRD 283490
|
SAN FRANCISCO, CA, United States | $830,571,358 | |
|
THAMES CAPITAL MANAGEMENT, LLC
CRD 288755
|
ROSELAND, NJ, United States | $830,547,448 | |
|
STRATEGIC INVESTMENT SOLUTIONS, INC.
CRD 143128
|
ORLAND PARK, IL, United States | $830,236,000 | |
|
BLACK BAY PARTNERS, LLC
CRD 284945
|
NEW ORLEANS, LA, United States | $830,085,572 | |
|
NEW HERITAGE CAPITAL, LLC
CRD 160083
|
BOSTON, MA, United States | $830,004,955 | |
|
KFA PRIVATE WEALTH GROUP, LLC
CRD 281678
|
TYSON, VA, United States | $829,950,586 | |
|
NORTH BERKELEY WEALTH MANAGEMENT, LLC
CRD 136431
|
BERKELEY, CA, United States | $829,754,046 | |
|
PETERSON WEALTH ADVISORS, LLC
CRD 146349
|
OREM, UT, United States | $829,682,153 | |
|
GRANITE GROUP ADVISORS, LLC
CRD 127357
|
STAMFORD, CT, United States | $829,616,574 | |
|
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC
CRD 285836
|
NEW YORK, NY, United States | $829,190,923 | |
|
MASON & ASSOCIATES, INC.
CRD 141303
|
LOS ANGELES, CA, United States | $828,735,152 | |
|
GLOBAL FINANCIAL PRIVATE CLIENT, LLC
CRD 290006
|
SARASOTA, FL, United States | $828,334,313 | |
|
CENTERGATE CAPITAL, L.P.
CRD 281685
|
AUSTIN, TX, United States | $828,277,894 | |
|
R.V. KUHNS & ASSOCIATES, INC.
CRD 18005
|
PORTLAND, OR, United States | $827,917,299 | |
|
IMPACT RETIREMENT ADVISORS, LLC
CRD 330475
|
$827,712,591 | ||
|
WALSH & ASSOCIATES, LLC
CRD 144441
|
SARASOTA, FL, United States | $827,707,540 | |
|
EDGE WEALTH MANAGEMENT, LLC
CRD 142380
|
NEW YORK, NY, United States | $827,150,449 | |
|
ARGAND PARTNERS, LP
CRD 282127
|
NEW YORK, NY, United States | $827,024,118 | |
|
MPS-LORIA FINANCIAL PLANNERS,LLC
CRD 122866
|
BURR RIDGE, IL, United States | $826,570,486 | |
|
AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625
|
HINGHAM, MA, United States | $826,100,169 |