Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
POLAR CAPITAL (AMERICA) CORPORATION
CRD 155389
|
TAMPA, FL, United States | $656,147,243 | |
|
WARREN STREET WEALTH ADVISORS, LLC
CRD 173447
|
IRVINE, CA, United States | $656,098,135 | |
|
OLD GLORY ASSET MANAGEMENT LLC
CRD 126013
|
MALVERN, PA, United States | $655,945,505 | |
|
BMB ADVISERS LLC
CRD 118410
|
LOS ANGELES, CA, United States | $655,752,715 | |
|
ROCK POINT ADVISORS, LLC
CRD 130825
|
BURLINGTON, VT, United States | $655,711,792 | |
|
MCGOWAN & CO LLP
CRD 108736
|
BRYN MAWR, PA, United States | $655,611,187 | |
|
RBO & CO, LLC
CRD 112172
|
ST. HELENA, CA, United States | $654,800,354 | |
|
MILESTONE FINANCIAL ASSOCIATES, LLC
CRD 336684
|
MACUNGIE, PA, United States | $654,492,629 | |
|
CORNELL POCHILY INVESTMENT ADVISORS, INC.
CRD 145355
|
ITHACA, NY, United States | $654,434,441 | |
|
PW NOVA FINANCIAL SERVICES LLC
CRD 333595
|
NEWTOWN, PA, United States | $654,328,582 | |
|
EAGLE WEALTH STRATEGIES, LLC
CRD 323814
|
MULLICA HILL, NJ, United States | $653,846,028 | |
|
BCU WEALTH ADVISORS, LLC
CRD 164173
|
VERNON HILLS, IL, United States | $653,584,277 | |
|
COLLABORATIVE WEALTH MANAGEMENT, INC.
CRD 142106
|
LAKE MARY, FL, United States | $653,282,295 | |
|
RINGS CAPITAL MANAGEMENT LLC
CRD 166601
|
CHICAGO, IL, United States | $652,998,453 | |
|
COLLEGIATE CAPITAL MANAGEMENT, INC.
CRD 118205
|
RALEIGH, NC, United States | $652,988,757 | |
|
WESTOVER CAPITAL ADVISORS, LLC
CRD 126520
|
WILMINGTON, DE, United States | $652,907,439 | |
|
PALISADE INVESTMENTS, LLC
CRD 124776
|
ZEPHYR COVE, NV, United States | $652,721,964 | |
|
EARLY MCCLINTIC & MCMILLAN, LLC
CRD 288427
|
STAFFORD, TX, United States | $652,182,319 | |
|
BKM WEALTH MANAGEMENT, LLC
CRD 323928
|
BROOKFIELD, WI, United States | $651,842,387 | |
|
AUSTRALIS PARTNERS (ADVISERS) LLC
CRD 175505
|
NEW YORK, NY, United States | $651,835,099 | |
|
PROPRIETARY CAPITAL, LLC
CRD 125139
|
DENVER, CO, United States | $651,828,000 | |
|
OCO CAPITAL PARTNERS LP
CRD 299461
|
NEW YORK, NY, United States | $651,759,907 | |
|
WEBER ASSET MANAGEMENT, INC.
CRD 106267
|
LAKE SUCCESS, NY, United States | $651,500,529 | |
|
NOMURA CAPITAL MANAGEMENT LLC
CRD 324417
|
NEW YORK, NY, United States | $651,318,871 | |
|
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
CRD 119859
|
DUBLIN, OH, United States | $651,272,660 | |
|
SUMMIT CREEK ADVISORS, LLC
CRD 135496
|
MINNEAPOLIS, MN, United States | $650,882,573 | |
|
MONEX ASSET MANAGEMENT, INC.
CRD 148123
|
HOUSTON, TX, United States | $650,868,175 | |
|
ACM MANAGEMENT COMPANY, LLC
CRD 283037
|
PORTLAND, OR, United States | $650,085,451 | |
|
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC
CRD 310572
|
HOUSTON, TX, United States | $650,000,000 | |
|
BRIDGECREEK FINANCIAL GROUP, LLC
CRD 340683
|
TULSA, OK, United States | $649,946,000 | |
|
ROSECLIFF VENTURE MANAGEMENT, LLC
CRD 300188
|
NEW YORK, NY, United States | $649,807,323 | |
|
JRM INVESTMENT COUNSEL, L.L.C.
CRD 138004
|
$649,447,297 | ||
|
MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995
|
WAUSAU, WI, United States | $649,341,666 | |
|
ESSEX LLC
CRD 108352
|
DEER PARK, IL, United States | $649,327,632 | |
|
ASSET STRATEGY ADVISORS, LLC
CRD 139879
|
WAYLAND, MA, United States | $649,260,559 | |
|
DALE K. EHRHART, INC.
CRD 35971
|
VENICE, FL, United States | $648,772,602 | |
|
MONUMENT CAPITAL MANAGEMENT, LLC
CRD 159882
|
ALEXANDRIA, VA, United States | $648,415,207 | |
|
REAP FINANCIAL GROUP, LLC
CRD 144560
|
AUSTIN, TX, United States | $648,236,003 | |
|
FAMILY OFFICE RESEARCH, LLC
CRD 144136
|
BETHESDA, MD, United States | $648,208,835 | |
|
5C CAPITAL MANAGEMENT, LLC
CRD 284213
|
WOODCLIFF LAKE, NJ, United States | $648,131,696 | |
|
POWELL INVESTMENT ADVISORS, LLC
CRD 160333
|
MIAMI, FL, United States | $647,979,315 | |
|
ARIXA MANAGEMENT, LLC
CRD 336603
|
LOS ANGELES, CA, United States | $647,890,940 | |
|
ALTUM CAPITAL MANAGEMENT, LLC
CRD 160123
|
NEW YORK, NY, United States | $647,751,477 | |
|
PIER CAPITAL, LLC
CRD 131212
|
STAMFORD, CT, United States | $647,707,100 | |
|
BOSTON STANDARD WEALTH MANAGEMENT, LLC
CRD 156452
|
WINCHESTER, MA, United States | $647,622,502 | |
|
STANDARD GENERAL L.P.
CRD 151831
|
NEW YORK, NY, United States | $647,322,000 | |
|
ACT TWO INVESTORS LLC
CRD 294046
|
$646,971,049 | ||
|
GUARDIAN POINT CAPITAL, LP
CRD 165053
|
CHARLOTTESVILLE, VA, United States | $646,439,588 | |
|
PEAKVIEW MANAGEMENT, LLC
CRD 305663
|
MENLO PARK, CA, United States | $646,434,068 | |
|
SSW PARTNERS LP
CRD 325761
|
NEW YORK, NY, United States | $646,424,583 |