Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BLUE OWL STRATEGIC EQUITY ADVISORS LLC
CRD 325958
|
NEW YORK, NY, United States | $613,886,404 | |
|
SAFE HARBOR FAMILY CAPITAL, LLC
CRD 317547
|
CHAPEL HILL, NC, United States | $613,856,599 | |
|
ELMIND CAPITAL LP
CRD 333910
|
$613,614,919 | ||
|
TURAS CAPITAL MANAGEMENT LP
CRD 336516
|
BOSTON, MA, United States | $613,541,000 | |
|
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC
CRD 317836
|
WAYNE, PA, United States | $613,180,673 | |
|
AUCTUS ADVISORS LLC
CRD 289489
|
CHARLOTTE, NC, United States | $612,923,272 | |
|
CAPITAL A WEALTH MANAGEMENT, LLC
CRD 328863
|
CRANBERRY TWP., PA, United States | $612,896,344 | |
|
PRIVATE WEALTH MANAGEMENT GROUP LLC
CRD 166539
|
PRINCETON, NJ, United States | $612,775,760 | |
|
WOLFF FINANCIAL MANAGEMENT LLC
CRD 283239
|
KALAMAZOO, MI, United States | $612,662,348 | |
|
ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC
CRD 163428
|
NEW YORK, NY, United States | $612,423,000 | |
|
WEALTH WATCH ADVISORS, INC
CRD 172002
|
ENGLEWOOD, CO, United States | $612,365,110 | |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
CRD 145682
|
$612,164,932 | ||
|
QUARTZ PARTNERS, LLC
CRD 174327
|
SARATOGA SPRINGS, NY, United States | $611,945,874 | |
|
CATALUR CAPITAL MANAGEMENT, LP
CRD 307830
|
NEW YORK, NY, United States | $611,870,514 | |
|
MULHOLLAND WEALTH ADVISORS, LLC
CRD 282408
|
SCOTTSDALE, AZ, United States | $611,738,596 | |
|
HIGHMARK WEALTH MANAGEMENT LLC
CRD 164790
|
ST. PAUL, MN, United States | $611,673,300 | |
|
FINANCIAL SECURITY MANAGEMENT, INC
CRD 116570
|
LAKEWOOD, CO, United States | $611,525,004 | |
|
STEFFES FINANCIAL, LTD
CRD 134530
|
OVERLAND PARK, KS, United States | $611,455,054 | |
|
ARBOR TRUST WEALTH ADVISORS, LLC
CRD 169611
|
ANN ARBOR, MI, United States | $611,402,502 | |
|
PEREGRINE ASSET ADVISERS, INC.
CRD 115738
|
PORTLAND, OR, United States | $610,995,215 | |
|
FINANCIAL PLANS & STRATEGIES, INC.
CRD 123793
|
GREENWOOD, IN, United States | $610,600,630 | |
|
VISTA INVESTMENT PARTNERS LLC
CRD 286014
|
OKLAHOMA CITY, OK, United States | $610,582,257 | |
|
WEINAND FINANCIAL, INC.
CRD 328590
|
LACEY, WA, United States | $610,380,000 | |
|
AMERRA CAPITAL MANAGEMENT, LLC
CRD 155860
|
ENGLEWOOD, NJ, United States | $610,364,061 | |
|
WISE PLANNING, INC.
CRD 123821
|
$610,253,304 | ||
|
SOAPSTONE MANAGEMENT L.P.
CRD 162936
|
BETHESDA, MD, United States | $610,062,541 | |
|
STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD 282573
|
BOSTON, MA, United States | $609,980,528 | |
|
KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
CRD 173079
|
DUBLIN, OH, United States | $609,903,502 | |
|
WESPAC ADVISORS SOCAL, LLC
CRD 158413
|
PASADENA, CA, United States | $609,836,124 | |
|
WOODWARD DIVERSIFIED CAPITAL, LLC
CRD 306299
|
BAKERSFIELD, CA, United States | $609,728,872 | |
|
ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652
|
APPLETON, WI, United States | $609,222,636 | |
|
CORNERSTONE WEALTH ADVISORS, INC.
CRD 124947
|
EDINA, MN, United States | $608,657,729 | |
|
J. STERN & CO., LLC
CRD 326509
|
NEW YORK CITY, NY, United States | $608,643,699 | |
|
CENTRAL FAMILY ADVISORS, LLC
CRD 283995
|
NEW YORK, NY, United States | $608,325,779 | |
|
ROSE CAPITAL ADVISORS, LLC
CRD 173054
|
MIAMI BEACH, FL, United States | $608,316,066 | |
|
BEACON HARBOR WEALTH ADVISORS, INC.
CRD 300243
|
VIRGINIA BEACH, VA, United States | $608,304,013 | |
|
INLET PRIVATE WEALTH, LLC
CRD 297154
|
JUPITER, FL, United States | $608,135,699 | |
|
MERCHANTS INVESTMENT PARTNERS, LLC
CRD 314794
|
NEW YORK, NY, United States | $607,898,122 | |
|
GRADIENT SECURITIES, LLC
CRD 127701
|
ARDEN HILLS, MN, United States | $607,877,168 | |
|
IRONWOOD WEALTH MANAGEMENT, LLC
CRD 200511
|
CHANDLER, AZ, United States | $607,666,705 | |
|
ARCAPITA INVESTMENT MANAGEMENT US INC.
CRD 168148
|
ATLANTA, GA, United States | $607,303,058 | |
|
DRAKE & ASSOCIATES, LLC
CRD 154854
|
WAUKESHA, WI, United States | $607,255,901 | |
|
THE ENTERPRISE INVESTMENT COMPANY
CRD 116889
|
FARMINGTON HILLS, MI, United States | $607,092,382 | |
|
DREXEL MORGAN & CO.
CRD 151053
|
RADNOR, PA, United States | $607,000,000 | |
|
TRINITY INVESTORS FUND ADVISORS, LLC
CRD 314603
|
SOUTHLAKE, TX, United States | $606,610,094 | |
|
SHAH WEALTH ADVISORS, LLC
CRD 340644
|
CHINO HILLS, CA, United States | $606,152,179 | |
|
COGENTBLUE WEALTH ADVISORS, LLC
CRD 312899
|
KNOXVILLE, TN, United States | $606,032,219 | |
|
CALDWELL SUTTER CAPITAL, INC.
CRD 10489
|
SAUSALITO, CA, United States | $605,675,350 | |
|
PROSTATIS GROUP LLC
CRD 132662
|
HANOVER, MD, United States | $605,444,336 | |
|
TLWM, LLC
CRD 158305
|
SAN ANTONIO, TX, United States | $605,405,861 |