Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD 157865
|
MORRISTOWN, NJ, United States | $725,702,238 | |
|
BRIGHT FINANCIAL ADVISORS, INC.
CRD 107931
|
PORTAGE, MI, United States | $725,469,127 | |
|
INCASA LLC
CRD 174058
|
MIAMI, FL, United States | $725,207,032 | |
|
BRIDGE CAPITAL ADVISORS
CRD 317554
|
HOUSTON, TX, United States | $725,207,032 | |
|
THE PATTEN GROUP, INC.
CRD 168255
|
CHATTANOOGA, TN, United States | $725,140,739 | |
|
PARKER INVESTMENT MANAGEMENT, LLC
CRD 112798
|
$725,140,716 | ||
|
COLTON GROOME FINANCIAL ADVISORS, LLC
CRD 128365
|
ASHEVILLE, NC, United States | $724,883,187 | |
|
TRUNORTH CAPITAL MANAGEMENT, L.L.C.
CRD 165285
|
KALAMAZOO, MI, United States | $724,533,781 | |
|
WEALTHSTAR ADVISORS, LLC
CRD 164957
|
PLANO, TX, United States | $723,608,845 | |
|
MERIDIAN INVESTMENT COUNSEL, INC.
CRD 131655
|
$723,422,254 | ||
|
THE CYPRESS FUNDS LLC
CRD 107502
|
LOS ANGELES, CA, United States | $723,184,760 | |
|
3FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
|
COLUMBUS, IN, United States | $723,000,000 | |
|
CORA CAPITAL ADVISORS LLC
CRD 318134
|
MARLTON, NJ, United States | $722,898,670 | |
|
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
CRD 151237
|
SARATOGA SPRINGS, NY, United States | $722,877,131 | |
|
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.
CRD 286005
|
FORT LAUDERDALE, FL, United States | $722,818,219 | |
|
CLEAR CREEK WEALTH MANAGEMENT, LLC
CRD 288335
|
DENVER, CO, United States | $722,477,179 | |
|
JMAC ENTERPRISES LLC
CRD 312710
|
NEWTOWN, PA, United States | $722,428,889 | |
|
OPTIMIZED INVESTMENT PARTNERS, LLC
CRD 322145
|
$722,000,000 | ||
|
BITWISE INVESTMENT MANAGER, LLC
CRD 317943
|
SAN FRANCISCO, CA, United States | $721,822,353 | |
|
UNION CAPITAL ASSOCIATES, L.P.
CRD 285154
|
GREENWICH, CT, United States | $721,532,007 | |
|
BRYDON GROUP, LLC
CRD 324247
|
WASHINGTON, D.C., DC, United States | $721,520,164 | |
|
DECAGON ASSET MANAGEMENT (US) LP
CRD 322135
|
NEW YORK, NY, United States | $720,804,987 | |
|
MATERETSKY FINANCIAL GROUP, INC.
CRD 292353
|
BOYNTON BEACH, FL, United States | $720,764,738 | |
|
R. S. CRUM, INC.
CRD 158621
|
NEWPORT BEACH, CA, United States | $720,678,466 | |
|
PARKERGALE, LLC
CRD 284237
|
CHICAGO, IL, United States | $719,126,801 | |
|
DOLIVER ADVISORS, L.P.
CRD 106247
|
HOUSTON, TX, United States | $718,423,398 | |
|
VERSOR INVESTMENTS LP
CRD 171663
|
NEW YORK, NY, United States | $718,052,422 | |
|
TOWERCREST CAPITAL MANAGEMENT, LLC
CRD 152069
|
NEWTOWN, PA, United States | $717,601,381 | |
|
SAAGA, LLC
CRD 327015
|
MIAMI, FL, United States | $717,466,443 | |
|
ROBINHOOD VENTURES DE, LLC
CRD 339165
|
MENLO PARK, CA, United States | $717,368,835 | |
|
WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 117606
|
CHERRY HILL, NJ, United States | $717,359,659 | |
|
MEDINA VALUE PARTNERS, LLC
CRD 155192
|
LOS ANGELES, CA, United States | $717,193,842 | |
|
DOPKINS WEALTH MANAGEMENT, LLC
CRD 124209
|
WILLIAMSVILLE, NY, United States | $717,043,710 | |
|
SENECA MANAGEMENT LLC
CRD 160345
|
DENVER, CO, United States | $716,861,000 | |
|
PASCAL INVESTMENT ADVISERS SA
CRD 338038
|
NYON, Switzerland | $716,733,265 | |
|
TAIBER, KOSMALA & ASSOCIATES, LLC
CRD 161703
|
CHICAGO, IL, United States | $716,661,301 | |
|
MAIN STREET RETIREMENT PLANNING, LLC
CRD 313051
|
COPPELL, TX, United States | $716,585,273 | |
|
LYGH CAPITAL PTE. LTD.
CRD 321637
|
SINGAPORE, Singapore | $716,567,289 | |
|
AISLING CAPITAL MANAGEMENT LP
CRD 269994
|
NEW YORK, NY, United States | $716,442,890 | |
|
WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD 266787
|
CINCINNATI, OH, United States | $716,339,181 | |
|
MORIN PRIVATE CLIENT GROUP, LLC
CRD 154565
|
$716,308,389 | ||
|
G. A. REPPLE & COMPANY
CRD 17486
|
CASSELBERRY, FL, United States | $716,253,596 | |
|
ROMAN BUTLER FULLERTON & CO
CRD 104771
|
ST. LOUIS, MO, United States | $716,138,721 | |
|
GRANT AVENUE CAPITAL LLC
CRD 313104
|
NEW YORK, NY, United States | $716,088,499 | |
|
ALTRIUS CAPITAL MANAGEMENT, INC.
CRD 121529
|
NOVI, MI, United States | $716,026,961 | |
|
ALIGN IMPACT, LLC
CRD 176516
|
DENVER, CO, United States | $715,391,755 | |
|
DAVERN CAPITAL PARTNERS, LP
CRD 323018
|
NEW YORK, NY, United States | $715,076,699 | |
|
ATLAS LEGACY ADVISORS LLC
CRD 329888
|
LOS ANGELES, CA, United States | $715,008,713 | |
|
USCF ADVISERS LLC
CRD 171962
|
WALNUT CREEK, CA, United States | $714,913,985 | |
|
FINANCIAL MANAGEMENT STRATEGIES, INC.
CRD 120818
|
BROADVIEW HTS., OH, United States | $714,237,309 |