Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HUNTERS MOON CAPITAL LLP
CRD 334813
|
LONDON, United Kingdom | $802,593,655 | |
|
HUNTERS MOON CAPITAL (US) LP
CRD 339386
|
NEW YORK, NY, United States | $802,593,655 | |
|
POETIC GROUP LLC
CRD 293886
|
HACKENSACK, NJ, United States | $802,528,734 | |
|
THE L. WARNER COMPANIES, INC
CRD 108001
|
TIMONIUM, MD, United States | $802,359,348 | |
|
SOLSTEIN CAPITAL, LLC
CRD 157888
|
MENLO PARK, CA, United States | $801,824,634 | |
|
KAIN CAPITAL LLC
CRD 315669
|
NEW YORK, NY, United States | $801,566,357 | |
|
COMPASS GROUP MANAGEMENT, LLC
CRD 317244
|
ST. LOUIS, MO, United States | $801,478,841 | |
|
PSI ADVISORS, LLC
CRD 285880
|
TAMPA, FL, United States | $800,938,904 | |
|
FINTECH COLLECTIVE MANAGEMENT LLC
CRD 288031
|
NEW YORK, NY, United States | $800,812,639 | |
|
KUHN ADVISORS, INC.
CRD 117816
|
DURHAM, NC, United States | $800,783,297 | |
|
COMPTON WEALTH ADVISORY GROUP, LLC
CRD 281732
|
VIRGINIA BEACH, VA, United States | $800,333,362 | |
|
LAFFER TENGLER INVESTMENTS, INC.
CRD 108068
|
NASHVILLE, TN, United States | $800,063,389 | |
|
CREEKMUR ASSET MANAGEMENT, LLC
CRD 306903
|
MORTON, IL, United States | $800,048,313 | |
|
FINANCIAL FOCUS LLC
CRD 282177
|
CARLSBAD, CA, United States | $800,000,000 | |
|
VERACITY CAPITAL LLC
CRD 304272
|
ATLANTA, GA, United States | $799,765,259 | |
|
CORGI STRATEGIES, LLC
CRD 337985
|
CHICAGO, IL, United States | $799,330,000 | |
|
HARRIS PRESTON & PARTNERS, LLC
CRD 160068
|
AUSTIN, TX, United States | $799,152,288 | |
|
PARK LANE ADVISORS, LLC
CRD 338445
|
BIRMINGHAM, AL, United States | $799,035,441 | |
|
RELEVANT WEALTH ADVISORS, LLC
CRD 1489
|
MILL VALLEY, CA, United States | $799,000,000 | |
|
ICR PARTNERS, LLC
CRD 304689
|
NASHVILLLE, TN, United States | $798,688,991 | |
|
CAROLINA WEALTH MANAGEMENT, INC.
CRD 131393
|
GREENVILLE, NC, United States | $798,455,655 | |
|
QUANTUM CAPITAL ADVISORS, LLC
CRD 162826
|
$797,887,852 | ||
|
MCNAMARA FINANCIAL SERVICES, INC.
CRD 154311
|
MARSHFIELD, MA, United States | $797,882,019 | |
|
PROFFITT & GOODSON INC.
CRD 105278
|
KNOXVILLE, TN, United States | $797,724,935 | |
|
SCHIAVI & COMPANY LLC
CRD 104804
|
WILMINGTON, DE, United States | $797,577,542 | |
|
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
CRD 319
|
WASHINGTON, DC, United States | $797,351,870 | |
|
PARISI GRAY WEALTH MANAGEMENT, LLC
CRD 286388
|
MENDHAM, NJ, United States | $796,049,461 | |
|
WESTWIND CAPITAL
CRD 106802
|
LAS CRUCES, NM, United States | $795,933,599 | |
|
337 FRONTIER CAPITAL, LP
CRD 284266
|
NEW YORK, NY, United States | $795,335,809 | |
|
BRADY MARTZ WEALTH SOLUTIONS, LLC
CRD 331043
|
GRAND FORKS, ND, United States | $795,298,629 | |
|
MCRAE CAPITAL MANAGEMENT INC.
CRD 104567
|
MORRISTOWN, NJ, United States | $795,025,614 | |
|
Q3 ASSET MANAGEMENT CORPORATION
CRD 137839
|
BIRMINGHAM, MI, United States | $794,693,359 | |
|
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD 282587
|
BLOOMINGTON, IN, United States | $794,361,686 | |
|
BHK INVESTMENT ADVISORS, LLC
CRD 140515
|
BIRMINGHAM, AL, United States | $794,064,525 | |
|
FORTRESS WEALTH PLANNING, LLC
CRD 307618
|
JACKSONVILLE BEACH, FL, United States | $793,885,727 | |
|
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
CRD 310407
|
MENLO PARK, CA, United States | $793,800,000 | |
|
CLAYTON FINANCIAL GROUP, LLC
CRD 226729
|
ST. LOUIS, MO, United States | $793,758,079 | |
|
WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
|
TUCSON, AZ, United States | $793,517,960 | |
|
ACKERMAN ASSET MANAGEMENT, LLC
CRD 137958
|
$793,512,864 | ||
|
SATURN V CAPITAL MANAGEMENT LP
CRD 316649
|
AUSTIN, TX, United States | $793,205,303 | |
|
CENTRIC WEALTH MANAGEMENT, LLC
CRD 133877
|
CHICAGO, IL, United States | $792,857,735 | |
|
BEAU VENTURES, LLC
CRD 336355
|
$792,715,306 | ||
|
MONARCH PLAN ADVISORS
CRD 286612
|
SIMI VALLEY, CA, United States | $792,570,644 | |
|
CALMWATER ASSET MANAGEMENT, LLC
CRD 282617
|
EL SEGUNDO, CA, United States | $792,519,211 | |
|
KR CAPITAL LP
CRD 338229
|
NEW YORK, NY, United States | $792,357,312 | |
|
XP ADVISORY US, INC.
CRD 173779
|
MIAMI, FL, United States | $792,319,508 | |
|
DEFINITION CAPITAL MANAGEMENT LLC
CRD 321942
|
NEW YORK, NY, United States | $791,895,131 | |
|
CARSONALLARIA WEALTH MANAGEMENT, LTD.
CRD 157998
|
GLEN CARBON, IL, United States | $791,823,560 | |
|
MAVERICK REAL ESTATE PARTNERS LLC
CRD 269825
|
NEW YORK, NY, United States | $791,797,776 | |
|
THE WEALTH COLLABORATIVE, INC.
CRD 142618
|
CORONA DEL MAR, CA, United States | $791,560,364 |