Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HIGH NOTE WEALTH, LLC
CRD 305768
|
DEEPHAVEN, MN, United States | $683,471,720 | |
|
ARGENT RETIREMENT PLAN ADVISORS, LLC
CRD 165031
|
NEW ORLEANS, LA, United States | $683,140,774 | |
|
PHOCAS FINANCIAL CORPORATION
CRD 135470
|
ALAMEDA, CA, United States | $682,712,667 | |
|
R.L. EVANS CO. INC.
CRD 110699
|
BELLEVUE, WA, United States | $682,588,885 | |
|
COMPASS WEALTH MANAGEMENT LLC
CRD 106289
|
GUILFORD, CT, United States | $682,519,106 | |
|
RIVER CITIES MANAGEMENT, INC. (F.K.A. MAYFIELD & ROBINSON, INC.)
CRD 162297
|
CINCINNATI, OH, United States | $682,102,163 | |
|
VENTIRA PRIVATE WEALTH MANAGEMENT LTD.
CRD 164792
|
ZURICH, Switzerland | $681,966,000 | |
|
GLOBAL FRONTIER INVESTMENTS, LLC
CRD 160105
|
CHARLESTON, SC, United States | $681,960,598 | |
|
BROAD RUN INVESTMENT MANAGEMENT, LLC
CRD 165067
|
ARLINGTON, VA, United States | $681,750,049 | |
|
SANDBOX FINANCIAL PARTNERS, LLC
CRD 297858
|
BETHESDA, MD, United States | $681,669,971 | |
|
DASH ACQUISITIONS INC.
CRD 135281
|
PLANO, TX, United States | $681,637,820 | |
|
SYNERGY INVESTMENT MANAGEMENT LLC
CRD 305961
|
ALTAMONTE SPRINGS, FL, United States | $681,452,500 | |
|
BELLTOWER PARTNERS LLC
CRD 333385
|
NEW YORK, NY, United States | $681,376,783 | |
|
LMG WEALTH PARTNERS, LLC
CRD 318023
|
SHREVEPORT, LA, United States | $681,163,458 | |
|
MCNALLY ADVISORS, LLC
CRD 158707
|
CHICAGO, IL, United States | $680,921,960 | |
|
EAGLE BAY ADVISORS LLC
CRD 281675
|
NEW YORK, NY, United States | $680,792,794 | |
|
ALAN W. WEBER
CRD 163137
|
$680,700,000 | ||
|
THE BANC FUNDS COMPANY, L.L.C.
CRD 106305
|
CHICAGO, IL, United States | $680,414,583 | |
|
VON BORSTEL & ASSOCIATES, INC.
CRD 309746
|
THE DALLES, OR, United States | $680,192,461 | |
|
EFM INVESTMENTS & ADVISORY LLC
CRD 339744
|
PORTLAND, OR, United States | $680,035,856 | |
|
TRUFFLE HOUND CAPITAL, LLC
CRD 137616
|
BETHESDA, MD, United States | $679,964,152 | |
|
BRYANT WOODS INVESTMENT ADVISORS, LLC
CRD 109379
|
GETZVILLE, NY, United States | $679,672,681 | |
|
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
CRD 159393
|
BOCA RATON, FL, United States | $679,546,496 | |
|
VAN DEN BERG MANAGEMENT I, INC.
CRD 112308
|
AUSTIN, TX, United States | $679,521,633 | |
|
SAXON INTERESTS, INC.
CRD 311687
|
HOUSTON, TX, United States | $679,123,679 | |
|
BRASADA CAPITAL MANAGEMENT, LP
CRD 147775
|
HOUSTON, TX, United States | $679,092,660 | |
|
SIGNAL SECURITIES, INC.
CRD 15916
|
FORT WORTH, TX, United States | $679,084,856 | |
|
FOREFRONT ANALYTICS, LLC
CRD 153016
|
W. CONSHOHOCKEN, PA, United States | $678,965,757 | |
|
MONUMENT GROUP WEALTH ADVISORS, LLC
CRD 111908
|
CONCORD, MA, United States | $678,889,192 | |
|
THOR INVESTMENT MANAGEMENT INC
CRD 105902
|
CINCINNATI, OH, United States | $678,708,777 | |
|
HUDSON VALUE PARTNERS, LLC
CRD 301325
|
PALM BEACH, FL, United States | $678,337,967 | |
|
TYTHON CAPITAL, LLC
CRD 285212
|
PLANO, TX, United States | $678,292,600 | |
|
HYPOSWISS ADVISORS SA
CRD 157400
|
GENEVA, Switzerland | $678,285,910 | |
|
MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
|
SPARTANBURG, SC, United States | $678,092,743 | |
|
CASTLE HARLAN, INC.
CRD 158106
|
NEW YORK, NY, United States | $677,975,119 | |
|
GOOD SPRINGS CAPITAL LP
CRD 326803
|
NEW YORK, NY, United States | $677,865,615 | |
|
VSM WEALTH ADVISORY, LLC
CRD 313717
|
HUNT VALLEY, MD, United States | $677,516,349 | |
|
FINANCIAL STRATEGIES GROUP, INC
CRD 289054
|
OKEMOS, MI, United States | $677,379,652 | |
|
9823 CAPITAL, LP
CRD 324329
|
DALLAS, TX, United States | $677,134,000 | |
|
YORKTOWN MANAGEMENT AND RESEARCH CO INC
CRD 105083
|
FOREST, VA, United States | $677,085,322 | |
|
CARDEROCK CAPITAL MANAGEMENT, INC.
CRD 104570
|
CHEVY CHASE, MD, United States | $676,977,368 | |
|
LEVERTY FINANCIAL GROUP, LLC
CRD 310258
|
HUDSON, WI, United States | $676,836,895 | |
|
JACOBSON & SCHMITT ADVISORS, LLC
CRD 140431
|
MIDDLETON, WI, United States | $676,435,703 | |
|
ROCKPORT WEALTH, LLC
CRD 297122
|
FAIRVIEW PARK, OH, United States | $676,427,261 | |
|
PASI INVESTMENTS, LLC
CRD 145640
|
FARMINGTON, CT, United States | $676,296,448 | |
|
BOSTON RESEARCH AND MANAGEMENT, INC.
CRD 107643
|
MANCHESTER, MA, United States | $676,187,250 | |
|
STORDAHL CAPITAL MANAGEMENT, INC.
CRD 287916
|
GREENWOOD VILLAGE, CO, United States | $675,912,374 | |
|
WATERWAY WEALTH MANAGEMENT, L.L.C.
CRD 164975
|
THE WOODLANDS, TX, United States | $675,772,806 | |
|
YIHENG CAPITAL MANAGEMENT, L.P.
CRD 163812
|
SAN FRANCISCO, CA, United States | $675,770,000 | |
|
APHIAS CAPITAL, L.P.
CRD 336255
|
SAN FRANCISCO, CA, United States | $675,752,500 |