Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SUNFLOWER WEALTH ADVISORS LLC
CRD 269963
|
SALINA, KS, United States | $812,772,012 | |
|
ASSETBUILDER, INC.
CRD 142665
|
ALLEN, TX, United States | $812,663,572 | |
|
PROSPERITAS FINANCIAL, LLC
CRD 315768
|
VALENCIA, CA, United States | $812,462,629 | |
|
INTEGRIS WEALTH MANAGEMENT, LLC
CRD 111336
|
MONTEREY, CA, United States | $811,958,816 | |
|
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
CRD 114465
|
HOUSTON, TX, United States | $811,462,871 | |
|
SPEYSIDE EQUITY ADVISERS LLC
CRD 325765
|
ANN ARBOR, MI, United States | $811,367,311 | |
|
HORIZON TECHNOLOGY FINANCE MANAGEMENT LLC
CRD 153052
|
FARMINGTON, CT, United States | $811,104,000 | |
|
NELSON CAPITAL MANAGEMENT, LLC
CRD 129776
|
MENLO PARK, CA, United States | $810,783,772 | |
|
STEVENS CAPITAL PARTNERS INC
CRD 317517
|
OMAHA, NE, United States | $810,293,180 | |
|
INVESTMENT MANAGEMENT ASSOCIATES, INC.
CRD 110900
|
GREENWOOD VILLAGE, CO, United States | $809,975,042 | |
|
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA.
CRD 332351
|
SAO PAULO, Brazil | $809,965,602 | |
|
THE ADVOCATE GROUP, LLC
CRD 155270
|
MINNETONKA, MN, United States | $809,930,205 | |
|
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
CRD 108110
|
SAN FRANCISCO, CA, United States | $809,864,230 | |
|
ZANETTI FINANCIAL, LLC
CRD 282089
|
ALBUQUERQUE, NM, United States | $809,369,167 | |
|
JACK CREEK PARTNERS LLC
CRD 338362
|
NEW YORK, NY, United States | $809,000,000 | |
|
TANGLEWOOD LEGACY ADVISORS, LLC
CRD 127289
|
HOUSTON, TX, United States | $808,974,525 | |
|
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
|
PORTLAND, OR, United States | $808,927,493 | |
|
POLEN CAPITAL CLO MANAGEMENT, LLC
CRD 330470
|
WALTHAM, MA, United States | $808,397,779 | |
|
SUNBURST FINANCIAL GROUP, LLC
CRD 283605
|
VESTAVIA HILLS, AL, United States | $808,066,543 | |
|
RMWC
CRD 147359
|
NEW YORK, NY, United States | $807,416,251 | |
|
PROVENTUS AG VERMÖGENSVERWALTUNG
CRD 167142
|
ZURICH, Switzerland | $807,168,005 | |
|
CAPITAL INNOVATIONS, LLC
CRD 145329
|
WAUKESHA, WI, United States | $806,657,637 | |
|
ANDBANC ADVISORY LLC
CRD 150463
|
MIAMI, FL, United States | $806,476,121 | |
|
MAYFAIR ADVISORY GROUP, LLC
CRD 304668
|
BIRMINGHAM, AL, United States | $806,422,657 | |
|
DROMS STRAUSS ADVISORS, INC.
CRD 108620
|
ST. LOUIS, MO, United States | $806,291,998 | |
|
WILLING CAPITAL MANAGEMENT LIMITED
CRD 310353
|
HONG KONG, Hong Kong | $806,253,399 | |
|
FIRESTONE CAPITAL MANAGEMENT INC
CRD 106366
|
SOUTH MIAMI, FL, United States | $806,199,930 | |
|
NORTHSTAR ASSET MANAGEMENT, INC
CRD 107138
|
BOSTON, MA, United States | $805,920,869 | |
|
WARBERG ASSET MANAGEMENT LLC
CRD 164003
|
WINNETKA, IL, United States | $805,869,280 | |
|
CLARUS VENTURES, LLC
CRD 160980
|
CAMBRIDGE, MA, United States | $805,623,119 | |
|
LAKERIDGE WEALTH MANAGEMENT LLC
CRD 314071
|
MENTOR, OH, United States | $805,361,469 | |
|
OHA PRIVATE CREDIT ADVISORS II, L.P.
CRD 322289
|
NEW YORK, NY, United States | $805,246,000 | |
|
ASIO CAPITAL LLC
CRD 298326
|
LEXINGTON, KY, United States | $805,087,065 | |
|
STRATHMORE CAPITAL ADVISORS, INC.
CRD 135008
|
CHARLOTTE, NC, United States | $805,034,607 | |
|
COPPER HARBOR INVESTMENT ADVISORS, LLC
CRD 169978
|
APPLETON, WI, United States | $805,000,000 | |
|
ROOF EIDAM MAYCOCK PERALTA LLC
CRD 106696
|
SAN FRANCISCO, CA, United States | $804,912,358 | |
|
MASTERS CAPITAL MANAGEMENT, L.L.C.
CRD 137605
|
ATLANTA, GA, United States | $804,599,172 | |
|
FELICITAS GLOBAL PARTNERS, LLC
CRD 292411
|
PASADENA, CA, United States | $804,376,640 | |
|
TEMPO WEALTH, LLC
CRD 336316
|
INDEPENDENCE, OH, United States | $804,265,871 | |
|
CIM, LLC
CRD 132136
|
ALBANY, NY, United States | $804,251,910 | |
|
NOKOMIS CAPITAL, L.L.C.
CRD 145627
|
DALLAS, TX, United States | $804,159,000 | |
|
GREAT DIAMOND PARTNERS, LLC
CRD 299598
|
PORTLAND, ME, United States | $804,063,563 | |
|
HOXTON WEALTH USA LLC
CRD 307387
|
ORLANDO, FL, United States | $803,519,693 | |
|
BARNEGAT FUND MANAGEMENT INC.
CRD 158347
|
HOBOKEN, NJ, United States | $803,372,059 | |
|
NET RETURN ASSET MANAGEMENT LLC
CRD 159895
|
NEW YORK, NY, United States | $803,278,426 | |
|
FRANCIS FINANCIAL, INC.
CRD 128067
|
NEW YORK, NY, United States | $803,235,775 | |
|
MOSS, LUSE & WOMBLE, LLC
CRD 152841
|
PLANO, TX, United States | $803,162,000 | |
|
CLEAR TRAIL ADVISORS, LLC
CRD 337595
|
HOUSTON, TX, United States | $803,109,913 | |
|
ELSEWHERE PARTNERS, LLC
CRD 293959
|
AUSTIN, TX, United States | $803,018,398 | |
|
OPALEYE MANAGEMENT INC.
CRD 124513
|
BOSTON, MA, United States | $802,773,181 |