Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
GPB CAPITAL HOLDINGS, LLC
CRD 169825
|
GREENWICH, CT, United States | $646,189,076 | |
|
LEGACY WEALTH PARTNERS, LLC
CRD 333032
|
LAKEWOOD, CO, United States | $646,023,157 | |
|
MCGINTY ROAD PARTNERS, LP
CRD 290390
|
MINNETONKA, MN, United States | $645,978,115 | |
|
KITCHING PARTNERS, LLC
CRD 325042
|
CONSHOHOCKEN, PA, United States | $645,931,853 | |
|
CAMBRIDGE FINANCIAL GROUP, LLC
CRD 117428
|
TUCSON, AZ, United States | $645,804,007 | |
|
TRIUMPH CAPITAL MANAGEMENT
CRD 282814
|
DENVER, CO, United States | $645,574,582 | |
|
SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD 117527
|
SKOKIE, IL, United States | $645,254,680 | |
|
DAFNA CAPITAL MANAGEMENT, LLC
CRD 129053
|
LOS ANGELES, CA, United States | $645,210,327 | |
|
DWM ASSET MANAGEMENT, LLC
CRD 143224
|
STAMFORD, CT, United States | $645,032,634 | |
|
SPICEWOOD MINERAL MANAGEMENT, LLC
CRD 310323
|
DALLAS, TX, United States | $644,748,402 | |
|
ONE8ZERO8, LLC
CRD 332702
|
GREENSBORO, NC, United States | $644,556,885 | |
|
ELDRED ROCK PARTNERS, LLC
CRD 316401
|
SAN ANTONIO, TX, United States | $644,081,451 | |
|
BUCKLEY WEALTH MANAGEMENT, LLC
CRD 285823
|
LAS VEGAS, NV, United States | $643,967,767 | |
|
HERON BAY CAPITAL MANAGEMENT, LLC
CRD 305537
|
BLOOMFIELD HILLS, MI, United States | $643,782,110 | |
|
RICHARDS, MERRILL & PETERSON, INC.
CRD 713
|
SPOKANE, WA, United States | $643,598,531 | |
|
CADENT MANAGEMENT SERVICES, LLC
CRD 157559
|
RYE BROOK, NY, United States | $643,514,377 | |
|
KARYA CAPITAL MANAGEMENT LLC
CRD 160413
|
NEW YORK, NY, United States | $643,467,948 | |
|
HERITAGE WEALTH MANAGEMENT, INC.
CRD 316956
|
SAN DIEGO, CA, United States | $643,361,063 | |
|
HEDONOVA ADVISORS LLC
CRD 324941
|
POST FALLS, ID, United States | $643,194,000 | |
|
CURASSET CAPITAL MANAGEMENT, LLC
CRD 316522
|
NEWARK, NJ, United States | $643,187,976 | |
|
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC
CRD 111987
|
CHATHAM, NJ, United States | $642,869,307 | |
|
SIGHTLINE PARTNERS LLC
CRD 162629
|
BLOOMINGTON, MN, United States | $642,835,139 | |
|
TSFG, LLC
CRD 172555
|
LAKE FOREST, IL, United States | $642,831,006 | |
|
CHAPIN DAVIS, INC
CRD 28116
|
BALTIMORE, MD, United States | $642,788,940 | |
|
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD 182520
|
PORTLAND, OR, United States | $642,635,884 | |
|
HUDSON CAPITAL MANAGEMENT LLC
CRD 131208
|
RAMSEY, NJ, United States | $642,604,900 | |
|
THE FINANCIAL RESOURCE CENTER, INC.
CRD 316747
|
CARMEL, IN, United States | $642,481,363 | |
|
JONES HILL CAPITAL LP
CRD 339686
|
NEW YORK, NY, United States | $642,420,587 | |
|
ARJUNA CAPITAL, LLC
CRD 283713
|
MANCHESTER, MA, United States | $642,360,277 | |
|
KABR MANAGEMENT, LLC
CRD 175409
|
ENGLEWOOD, NJ, United States | $642,288,220 | |
|
GRANITE HARBOR ADVISORS, INC.
CRD 179523
|
HOUSTON, TX, United States | $642,136,188 | |
|
SHAKESPEARE WEALTH MANAGEMENT, LLC
CRD 111950
|
PEWAUKEE, WI, United States | $641,889,541 | |
|
WOODWARD FINANCIAL ADVISORS, INC.
CRD 150641
|
CHAPEL HILL, NC, United States | $641,480,000 | |
|
ABACUS FCF ADVISORS LLC
CRD 135152
|
ORLANDO, FL, United States | $641,418,324 | |
|
PHOENIX WEALTH ADVISORS INC.
CRD 118412
|
CHAPEL HILL, NC, United States | $641,416,303 | |
|
EVE PARTNERS, LLC
CRD 307661
|
PONTE VEDRA BEACH, FL, United States | $641,335,168 | |
|
SINGLE POINT PARTNERS, LLC
CRD 163793
|
BOSTON, MA, United States | $641,329,267 | |
|
RIVERSTONE ADVISORS, LLC
CRD 130346
|
$640,943,431 | ||
|
RIGGS ASSET MANAGEMENT CO INC
CRD 107233
|
DALLAS, PA, United States | $639,991,478 | |
|
MWA FINANCIAL SERVICES, INC.
CRD 112630
|
ROCK ISLAND, IL, United States | $639,989,844 | |
|
HIGHLAND FINANCIAL ADVISORS, LLC
CRD 125838
|
WAYNE, NJ, United States | $639,957,200 | |
|
LIBRA WEALTH LLC
CRD 288098
|
LOS GATOS, CA, United States | $639,843,347 | |
|
THE WATCHMAN GROUP, INC.
CRD 133690
|
PLANO, TX, United States | $639,740,168 | |
|
MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973
|
EDEN PRAIRIE, MN, United States | $639,715,952 | |
|
OLYMPIAD RESEARCH LP
CRD 304420
|
STAMFORD, CT, United States | $639,637,147 | |
|
CONCORD ASSET MANAGEMENT, LLC
CRD 310710
|
ABINGDON, VA, United States | $639,413,236 | |
|
TCFG INVESTMENT ADVISORS, LLC
CRD 166606
|
LAGUNA NIGUEL, CA, United States | $639,411,822 | |
|
NORTHEAST ADVISERS INC
CRD 108835
|
PAOLI, PA, United States | $639,108,000 | |
|
SK WEALTH MANAGEMENT, LLC
CRD 109114
|
PROVIDENCE, RI, United States | $638,952,784 | |
|
BELLATORE FINANCIAL, INC.
CRD 143543
|
THE WOODLANDS, TX, United States | $638,705,220 |