Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BLACK SWIFT GROUP, LLC
CRD 286084
|
BOULDER, CO, United States | $694,068,325 | |
|
MONEDA USA, INC.
CRD 157833
|
NEW YORK, NY, United States | $693,959,495 | |
|
COGENUITY PARTNERS, LLC
CRD 332474
|
SAN FRANCISCO, CA, United States | $693,834,940 | |
|
WMG FINANCIAL ADVISORS, LLC
CRD 285824
|
KNOXVILLE, TN, United States | $693,797,657 | |
|
CAMBRIDGE ADVISORS INC
CRD 104851
|
OMAHA, NE, United States | $693,511,589 | |
|
BONNIE WUSZ & ASSOCIATES, INC.
CRD 116471
|
ORANGE, CA, United States | $692,790,049 | |
|
SKYOAK WEALTH LLC
CRD 299564
|
SOUTHFIELD, MI, United States | $692,739,420 | |
|
COVENANT ASSET MANAGEMENT, LLC
CRD 108567
|
CHESTER, NJ, United States | $692,597,497 | |
|
EICHNER INVESTMENT PLANNING, LLC
CRD 128215
|
CINCINNATI, OH, United States | $692,074,828 | |
|
MADRONA FINANCIAL SERVICES, LLC
CRD 115753
|
EVERETT, WA, United States | $691,792,793 | |
|
UNIO CAPITAL LLC
CRD 166483
|
PRINCETON, NJ, United States | $691,463,102 | |
|
RAMSEY QUANTITATIVE SYSTEMS, INC.
CRD 175257
|
LOUISVILLE, KY, United States | $691,360,721 | |
|
WESTCHESTER CAPITAL MANAGEMENT INC
CRD 110961
|
OMAHA, NE, United States | $691,339,297 | |
|
PARK ROAD PARTNERS LP
CRD 340991
|
NEW YORK, NY, United States | $691,330,000 | |
|
LAZARI CAPITAL MANAGEMENT, INC.
CRD 172932
|
BURBANK, CA, United States | $691,115,000 | |
|
TRP CAPITAL ADVISORS V, LLC
CRD 306604
|
BIRMINGHAM, MI, United States | $690,991,189 | |
|
BRAINVEST WEALTH MANAGEMENT LLC
CRD 289743
|
MIAMI, FL, United States | $690,945,172 | |
|
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.
CRD 152104
|
CORAL GABLES, FL, United States | $690,860,427 | |
|
SAGEONE INVESTMENT MANAGERS LLP
CRD 285454
|
PUNE, India | $690,855,264 | |
|
MILESTONE ASSET MANAGEMENT, LLC
CRD 310441
|
PITTSBURGH, PA, United States | $690,673,342 | |
|
PLAN GROUP FINANCIAL, INC.
CRD 116508
|
OKLAHOMA CITY, OK, United States | $690,303,586 | |
|
NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC
CRD 321208
|
NEW YORK, NY, United States | $690,133,395 | |
|
WEST BRANCH CAPITAL LLC
CRD 133813
|
AMHERST, MA, United States | $690,090,610 | |
|
FAMILY INVESTMENT CENTER, INC.
CRD 113799
|
SAINT JOSEPH, MO, United States | $689,320,394 | |
|
INTERVEST CAPITAL PARTNERS LLC
CRD 159681
|
NEW YORK, NY, United States | $689,306,606 | |
|
EAST END FINANCIAL GROUP, INC.
CRD 110584
|
RIVERHEAD, NY, United States | $689,219,670 | |
|
ANCHYRA PARTNERS LLC
CRD 335467
|
ATLANTA, GA, United States | $689,203,741 | |
|
NVEST FINANCIAL, LLC
CRD 128868
|
PORTSMOUTH, NH, United States | $688,288,833 | |
|
SIGNATURE EQUITY PARTNERS, LLC
CRD 327455
|
COLUMBUS, OH, United States | $688,096,957 | |
|
9YARDS CAPITAL MANAGEMENT LP
CRD 299727
|
NEW YORK, NY, United States | $687,603,167 | |
|
KEENAN CAPITAL, LLC
CRD 167390
|
BURLINGAME, CA, United States | $687,596,707 | |
|
SIHARUM ADVISORS, LLC
CRD 147957
|
BOSTON, MA, United States | $687,464,747 | |
|
ATWATER MALICK, LLC
CRD 147972
|
LANCASTER, PA, United States | $687,373,252 | |
|
ALLIANCE ADVISORY & SECURITIES, LLC
CRD 18835
|
WESTLAKE VILLAGE, CA, United States | $687,372,472 | |
|
SMART WEALTH, LLC
CRD 315496
|
OMAHA, NE, United States | $686,409,925 | |
|
WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260
|
GREENVILLE, SC, United States | $686,123,088 | |
|
MAROTTA ASSET MANAGEMENT, INC.
CRD 115645
|
CHARLOTTESVILLE, VA, United States | $686,035,648 | |
|
MA PRIVATE WEALTH, LLC
CRD 291366
|
SAN CARLOS, CA, United States | $686,012,252 | |
|
SER CAPITAL PARTNERS MANAGEMENT, LP
CRD 307713
|
REDWOOD CITY, CA, United States | $685,810,665 | |
|
THAYER PARTNERS LLC
CRD 290734
|
$685,710,296 | ||
|
TOPSPIN MANAGEMENT COMPANY LBO LLC
CRD 161399
|
MAMARONECK, NY, United States | $685,564,390 | |
|
INDIE ASSET PARTNERS, LLC
CRD 154503
|
CARMEL, IN, United States | $685,212,417 | |
|
PRECEDENT WEALTH PARTNERS, LLC
CRD 325203
|
HOUSTON, TX, United States | $685,046,783 | |
|
SANDY COVE ADVISORS, LLC
CRD 152482
|
HINGHAM, MA, United States | $684,905,062 | |
|
CEDERBERG CAPITAL LIMITED
CRD 297836
|
LONDON, United Kingdom | $684,563,680 | |
|
CEDERBERG CAPITAL ASIA LIMITED
CRD 328093
|
TSIM SHA TSUI, KOWLOON, Hong Kong | $684,563,680 | |
|
PROVIDENCE WEALTH ADVISORS, LLC
CRD 153646
|
FRANKFORT, IL, United States | $684,371,195 | |
|
INTEGRA GLOBAL ADVISORS LLC
CRD 288511
|
STAMFORD, CT, United States | $684,071,834 | |
|
NORTHERN FINANCIAL ADVISORS, INC.
CRD 121088
|
BLOOMFIELD HILLS, MI, United States | $684,018,783 | |
|
MARIETTA INVESTMENT PARTNERS, LLC
CRD 108479
|
MILWAUKEE, WI, United States | $683,744,825 |