Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
X-SQUARE CAPITAL, LLC
CRD 167237
|
GUAYNABO, PR, United States | $790,900,970 | |
|
SUNPOINTE, LLC
CRD 282505
|
ST. LOUIS, MO, United States | $790,729,786 | |
|
MARATHON CAPITAL MANAGEMENT LLC
CRD 119416
|
HUNT VALLEY, MD, United States | $790,136,072 | |
|
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
CRD 149487
|
STAMFORD, CT, United States | $790,084,300 | |
|
GLOBAL IMC LLC
CRD 170870
|
SOLANA BEACH, CA, United States | $790,024,088 | |
|
LAPIS ADVISERS, LP
CRD 153710
|
DENVER, CO, United States | $789,460,902 | |
|
WESTHILL FINANCIAL ADVISORS, INC.
CRD 152506
|
SAN RAFAEL, CA, United States | $789,441,128 | |
|
HOEY INVESTMENTS, INC.
CRD 152103
|
COATESVILLE, PA, United States | $788,296,206 | |
|
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
CRD 297174
|
CHARLOTTE, NC, United States | $788,285,666 | |
|
SOFTVEST ADVISORS, LLC
CRD 300084
|
ABILENE, TX, United States | $788,226,856 | |
|
SOUTHERN EQUITY ADVISORS LLC
CRD 330821
|
ST. THOMAS, VI, United States | $788,115,434 | |
|
MMA ASSET MANAGEMENT LLC
CRD 155426
|
CONSHOHOCKEN, PA, United States | $787,818,303 | |
|
BELL INVESTMENT ADVISORS INC
CRD 108383
|
ORINDA, CA, United States | $787,577,604 | |
|
SHORENSTEIN INVESTMENT ADVISERS LLC
CRD 328584
|
SAN FRANCISCO, CA, United States | $787,525,356 | |
|
NEW WAVE LOANS RESIDENTIAL, LLC
CRD 326888
|
NORTH MIAMI BEACH, FL, United States | $787,443,325 | |
|
INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC
CRD 159301
|
$787,414,298 | ||
|
SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
|
KOKOMO, IN, United States | $787,411,448 | |
|
CORNER CAPITAL MANAGEMENT, LLC
CRD 317086
|
NEW YORK, NY, United States | $787,385,969 | |
|
PFINGSTEN PARTNERS, L.L.C.
CRD 156493
|
CHICAGO, IL, United States | $787,015,536 | |
|
EAGLE ROCK INVESTMENT COMPANY, LLC
CRD 313832
|
ATLANTA, GA, United States | $786,723,457 | |
|
WARBURTON CAPITAL MANAGEMENT, LLC
CRD 141969
|
TULSA, OK, United States | $786,622,276 | |
|
VESTGEN INVESTMENT MANAGEMENT, LLC
CRD 118851
|
EGG HARBOR TWP., NJ, United States | $786,622,147 | |
|
ENCORE CONSUMER CAPITAL, LP
CRD 157228
|
SAN FRANCISCO, CA, United States | $786,218,636 | |
|
CENTURION WEALTH MANAGEMENT, LLC
CRD 317929
|
MCLEAN, VA, United States | $786,188,183 | |
|
INCEPTIONR LLC
CRD 310565
|
$786,146,394 | ||
|
CRESTA ADVISORS, LTD.
CRD 169641
|
LAREDO, TX, United States | $786,011,371 | |
|
ENHANCED CAPITAL PARTNERS, LLC
CRD 170236
|
NEW ORLEANS, LA, United States | $785,915,242 | |
|
REGENT PEAK WEALTH ADVISORS, LLC
CRD 298259
|
ATLANTA, GA, United States | $785,861,395 | |
|
CADENT CAPITAL ADVISORS, LLC
CRD 169704
|
TULSA, OK, United States | $785,808,110 | |
|
ACP VENTURE CAPITAL MANAGEMENT FUND LLC
CRD 298029
|
HAUPPAUGE, NY, United States | $785,659,000 | |
|
INSIGHT ADVISORS, LLC
CRD 168057
|
NEWTOWN, PA, United States | $785,650,000 | |
|
THE HELMSTAR GROUP, LLC
CRD 145074
|
BOISE, ID, United States | $785,593,670 | |
|
ENHALUS CAPITAL, LP
CRD 313321
|
NEW YORK, NY, United States | $785,514,318 | |
|
COASTLANDS CAPITAL LP
CRD 335329
|
SAN FRANCISCO, CA, United States | $785,000,000 | |
|
PIN OAK INVESTMENT ADVISORS INC
CRD 105550
|
HOUSTON, TX, United States | $784,773,250 | |
|
JVL ASSOCIATES, LLC
CRD 124018
|
WYOMING, MI, United States | $784,408,523 | |
|
FLAGSTAR SECURITIES, INC.
CRD 104233
|
NEW YORK, NY, United States | $784,311,024 | |
|
BELLWETHER ADVISORS, LLC
CRD 300012
|
LINCOLN, NE, United States | $784,024,209 | |
|
SYSTELLIGENCE, LLC
CRD 283582
|
BLOOMINGTON, MN, United States | $783,897,454 | |
|
AUGUSTINE ASSET MANAGEMENT INC
CRD 105801
|
JACKSONVILLE, FL, United States | $783,291,351 | |
|
HARFST AND ASSOCIATES, INC.
CRD 145090
|
SHERIDAN, WY, United States | $783,206,003 | |
|
OLD PORT ADVISORS, INC
CRD 108228
|
PORTLAND, ME, United States | $782,788,909 | |
|
DELTEC ASSET MANAGEMENT LLC
CRD 104068
|
NEW YORK, NY, United States | $782,757,470 | |
|
AMERANT INVESTMENTS, INC.
CRD 117284
|
CORAL GABLES, FL, United States | $782,386,060 | |
|
CLARITY CAPITAL KCPS LTD
CRD 160662
|
RAMAT-GAN, Israel | $782,334,823 | |
|
HUNTLEIGH ADVISORS, INC.
CRD 113412
|
ST. LOUIS, MO, United States | $781,786,950 | |
|
WHELAN FINANCIAL
CRD 107227
|
FRESNO, CA, United States | $781,750,987 | |
|
DAHRING | CUSMANO LLC
CRD 301236
|
NOVI, MI, United States | $781,384,466 | |
|
TAMARISK FINANCIAL, LLC
CRD 312073
|
HOLLAND, MI, United States | $781,324,025 | |
|
SIERRA CREST INVESTMENT MANAGEMENT LLC
CRD 300069
|
NEW YORK, NY, United States | $781,145,561 |