Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FACTOR WEALTH MANAGEMENT LTD.
CRD 104708
|
CHICAGO, IL, United States | $781,019,799 | |
|
NEW VERNON WEALTH MANAGEMENT LLC
CRD 164775
|
HIGHLAND PARK, IL, United States | $781,005,254 | |
|
WATER ASSET MANAGEMENT, LLC
CRD 151508
|
NEW YORK, NY, United States | $780,927,310 | |
|
SIERRA SUMMIT ADVISORS LLC
CRD 328151
|
$780,800,000 | ||
|
PORTFOLIO MEDICS, LLC
CRD 145958
|
BONITA SPRINGS, FL, United States | $780,459,366 | |
|
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CRD 286567
|
SAN DIEGO, CA, United States | $780,406,922 | |
|
DSG CAPITAL ADVISORS, LLC
CRD 332056
|
EDINA, MN, United States | $780,311,503 | |
|
PRINCETON FUND ADVISORS, LLC
CRD 157821
|
DENVER, CO, United States | $780,000,000 | |
|
FAROPOINT VENTURES, LLC
CRD 321107
|
HOBOKEN, NJ, United States | $779,997,918 | |
|
LIPE & DALTON,INC.
CRD 132737
|
SYRACUSE, NY, United States | $779,900,000 | |
|
SAFANAD INC.
CRD 170969
|
NEW YORK, NY, United States | $779,803,791 | |
|
WISDOM FINANCIAL SERVICES, L.L.C.
CRD 127385
|
GENESEO, IL, United States | $779,162,589 | |
|
ARTIA GLOBAL PARTNERS LP
CRD 322091
|
MIAMI, FL, United States | $778,890,878 | |
|
RAMSAY STATTMAN VELA & PRICE INC
CRD 105156
|
COLORADO SPRINGS, CO, United States | $778,517,511 | |
|
M3F, INC.
CRD 151191
|
SALT LAKE CITY, UT, United States | $778,164,779 | |
|
LEGACY PARTNERS, LLC
CRD 159473
|
LOS ANGELES, CA, United States | $777,914,505 | |
|
GOALVEST ADVISORY LLC
CRD 285374
|
NEW YORK, NY, United States | $777,569,840 | |
|
ASTIRA CAPITAL PARTNERS LP
CRD 327034
|
BOSTON, MA, United States | $777,314,919 | |
|
SNOW PHIPPS GROUP, LLC
CRD 158024
|
NEW YORK, NY, United States | $777,050,095 | |
|
STORMFIELD CAPITAL, LLC
CRD 285486
|
SOUTHPORT, CT, United States | $776,442,563 | |
|
MELD FINANCIAL, INC.
CRD 118896
|
BIRMINGHAM, AL, United States | $776,399,278 | |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD 122212
|
INDIANAPOLIS, IN, United States | $775,997,048 | |
|
BCM ADVISORS, LLC
CRD 107946
|
LAFAYETTE, LA, United States | $775,708,312 | |
|
GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD 158292
|
WAUKESHA, WI, United States | $775,151,544 | |
|
GRAFINE CAPITAL HOLDINGS LLC
CRD 309490
|
NEW YORK, NY, United States | $774,956,632 | |
|
NEWGEN ASSET MANAGEMENT LIMITED
CRD 163822
|
TORONTO, ONTARIO, Canada | $774,830,666 | |
|
HABROK CAPITAL MANAGEMENT LLP
CRD 157014
|
LONDON, United Kingdom | $774,335,151 | |
|
STONERIDGE PMG ADVISORS, LLC
CRD 107662
|
RADNOR, PA, United States | $774,158,914 | |
|
STRATEGIC VALUE BANK PARTNERS LLC
CRD 282228
|
CLEVELAND, OH, United States | $774,073,381 | |
|
EMBASSY ASSET MANAGEMENT LP
CRD 314768
|
SHORT HILLS, NJ, United States | $773,975,853 | |
|
AMPFIELD MANAGEMENT, L.P.
CRD 292722
|
NEW YORK, NY, United States | $773,956,851 | |
|
SATIS ASSET MANAGEMENT LTD
CRD 336301
|
LONDON, United Kingdom | $773,912,131 | |
|
KLH CAPITAL PARTNERS, L.P.
CRD 304294
|
TAMPA, FL, United States | $773,874,432 | |
|
THE LYME TIMBER COMPANY LLC
CRD 171953
|
HANOVER, NH, United States | $773,865,288 | |
|
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD 152689
|
GARDEN CITY, NY, United States | $773,857,019 | |
|
FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
|
ALPHARETTA, GA, United States | $773,415,331 | |
|
JB INVESTMENTS MANAGEMENT, LLC
CRD 309067
|
$773,384,519 | ||
|
POTENTUM PARTNERS, L.P.
CRD 311282
|
MELBOURNE, VICTORIA, Australia | $773,329,750 | |
|
NORTH POINT PORTFOLIO MANAGERS CORPORATION
CRD 111257
|
ORANGE VILLAGE, OH, United States | $773,323,451 | |
|
4612 GROUP, LLC
CRD 287619
|
ATLANTA, GA, United States | $773,319,042 | |
|
BRUTON CHISNELL ADVISORS, LLC
CRD 293192
|
DOWNINGTOWN, PA, United States | $772,461,258 | |
|
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CRD 285034
|
CHICAGO, IL, United States | $771,828,290 | |
|
MTM FINANCIAL GROUP, LLC
CRD 147221
|
BETHLEHEM, PA, United States | $771,644,224 | |
|
SEABRIDGE INVESTMENT ADVISORS LLC
CRD 108681
|
SUMMIT, NJ, United States | $771,222,213 | |
|
STANDPOINT ASSET MANAGEMENT, LLC
CRD 305155
|
SCOTTSDALE, AZ, United States | $771,133,613 | |
|
BLUE ZONE WEALTH ADVISORS, LLC
CRD 305943
|
LOS ANGELES, CA, United States | $769,963,287 | |
|
PROFESSIONAL FINANCIAL ADVISORS, LLC
CRD 173719
|
NORTH PLATTE, NE, United States | $769,807,736 | |
|
RETIREMENT FUND MANAGEMENT, LLC
CRD 126573
|
ATLANTA, GA, United States | $769,733,741 | |
|
PERMANENT CAPITAL MANAGEMENT, LP
CRD 328318
|
CHICAGO, IL, United States | $768,906,969 | |
|
HOURGLASS CAPITAL, LLC
CRD 147754
|
HOUSTON, TX, United States | $768,905,942 |