Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ASSET GROWTH SOLUTIONS, LLC
CRD 342319
|
SCOTTSDALE, AZ, United States | $702,717,385 | |
|
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD
CRD 148494
|
SINGAPORE CITY, Singapore | $702,660,564 | |
|
AR ASSET MANAGEMENT, INC.
CRD 110342
|
WEST HOLLYWOOD, CA, United States | $702,388,321 | |
|
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
CRD 146132
|
CORONA, CA, United States | $702,274,833 | |
|
CORE WEALTH ADVISORS, INC.
CRD 174386
|
LAKELAND, FL, United States | $702,121,920 | |
|
OLYMPUS PEAK ASSET MANAGEMENT LP
CRD 299460
|
$702,035,622 | ||
|
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD 109767
|
NORWELL, MA, United States | $701,722,949 | |
|
PREISZ ASSOCIATES, INC.
CRD 144469
|
PORTLAND, OR, United States | $701,681,920 | |
|
STILLWATER ASSET MANAGEMENT, LLC
CRD 288535
|
STILLWATER, MN, United States | $701,423,150 | |
|
HARBOUR CAPITAL ADVISORS, LLC
CRD 157266
|
TYSONS CORNER, VA, United States | $701,078,839 | |
|
RPG FAMILY WEALTH ADVISORY, LLC
CRD 158528
|
BURLINGTON, MA, United States | $700,744,314 | |
|
ATLAS ASSET MANAGEMENT LLC
CRD 173561
|
GUAYNABO, PR, United States | $700,609,861 | |
|
360 FINANCIAL, INC.
CRD 168600
|
WAYZATA, MN, United States | $700,535,009 | |
|
ENTRYPOINT CAPITAL, LLC
CRD 313946
|
NEW YORK, NY, United States | $700,332,093 | |
|
LAUTERBACH FINANCIAL ADVISORS, LLC
CRD 114431
|
EL PASO, TX, United States | $700,256,828 | |
|
KTF INVESTMENTS, LLC
CRD 337465
|
SEAL BEACH, CA, United States | $700,182,535 | |
|
AETHON ENERGY MANAGEMENT LLC
CRD 173136
|
DALLAS, TX, United States | $700,131,864 | |
|
TIDEMARK MANAGEMENT COMPANY LP
CRD 313541
|
MENLO PARK, CA, United States | $699,630,004 | |
|
HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
|
WEST HARTFORD, CT, United States | $699,604,643 | |
|
THE RETIREMENT SOLUTION LLC
CRD 148106
|
REDMOND, WA, United States | $699,428,544 | |
|
IAM ADVISORY LLC
CRD 305492
|
EASTON, PA, United States | $699,412,946 | |
|
TEMPUS WEALTH PLANNING, LLC
CRD 285349
|
IRVINE, CA, United States | $699,383,573 | |
|
BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550
|
WAUWATOSA, WI, United States | $699,241,680 | |
|
ABERDEEN WEALTH MANAGEMENT LLC
CRD 108525
|
LAKE BLUFF, IL, United States | $699,137,695 | |
|
LAFISE GLOBAL ADVISORS LLC
CRD 331244
|
MIAMI, FL, United States | $699,013,886 | |
|
GREY FOX WEALTH ADVISORS, LLC
CRD 307172
|
ROCKLAND, DE, United States | $698,757,861 | |
|
IRON PATH CAPITAL, L.P.
CRD 316139
|
CHARLOTTESVILLE, VA, United States | $698,528,128 | |
|
SW INVESTMENT MANAGEMENT LLC
CRD 289857
|
$698,510,360 | ||
|
IKARIAN CAPITAL, LLC
CRD 281880
|
DALLAS, TX, United States | $697,961,635 | |
|
ACADIAN ASSET MANAGEMENT (SINGAPORE) PTE LTD
CRD 323400
|
SINGAPORE, Singapore | $697,930,326 | |
|
HAMILTON WEALTH, LLC
CRD 289462
|
LOS ANGELES, CA, United States | $697,826,133 | |
|
ABG CONSULTANTS, LLC
CRD 131129
|
COTTONWOOD HEIGHTS, UT, United States | $697,361,654 | |
|
ARCADIA INVESTMENT MANAGEMENT CORP
CRD 104867
|
KALAMAZOO, MI, United States | $697,289,800 | |
|
DIESSLIN GROUP, INC.
CRD 110557
|
FORT WORTH, TX, United States | $696,317,975 | |
|
LP INVESTMENT MANAGEMENT, LLC
CRD 306615
|
DALLAS, TX, United States | $696,086,360 | |
|
PALO ALTO INVESTORS LP
CRD 109171
|
PALO ALTO, CA, United States | $696,000,000 | |
|
MAXIMAI INVESTMENT PARTNERS, LLC
CRD 284919
|
CORAL GABLES, FL, United States | $695,829,702 | |
|
FOX RUN MANAGEMENT LLC
CRD 149092
|
GREENWICH, CT, United States | $695,822,378 | |
|
MALTESE CAPITAL MANAGEMENT, LLC
CRD 138175
|
NEW YORK, NY, United States | $695,726,000 | |
|
COMPASS CAPITAL CORPORATION
CRD 112323
|
BRAINTREE, MA, United States | $695,480,382 | |
|
DREAM CAPITAL ADVISORS, LLC
CRD 142788
|
LINCOLNSHIRE, IL, United States | $695,270,432 | |
|
WEMBLEY STRATEGIC ADVISORY LLC
CRD 305692
|
NEW YORK, NY, United States | $695,200,453 | |
|
OPTIMUM QUANTVEST CORPORATION
CRD 301469
|
DALLAS, TX, United States | $695,131,211 | |
|
MAYPORT, LLC
CRD 288215
|
$694,906,748 | ||
|
PREMIER WEALTH ADVISORS, LLC
CRD 285510
|
SAN DIEGO, CA, United States | $694,897,516 | |
|
HIGH FALLS ADVISORS, INC.
CRD 108678
|
ROCHESTER, NY, United States | $694,723,183 | |
|
VALUE HOLDINGS MANAGEMENT CO. LLC
CRD 157676
|
$694,508,116 | ||
|
BLUESHIFT ASSET MANAGEMENT, LLC
CRD 290637
|
RED BANK, NJ, United States | $694,368,155 | |
|
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
CRD 226535
|
BRISTOL, CT, United States | $694,256,348 | |
|
ICV PARTNERS, LLC
CRD 160651
|
MIAMI, FL, United States | $694,133,533 |