Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
IAS WEALTH MANAGEMENT, INC.
CRD 112486
|
THE WOODLANDS, TX, United States | $588,550,000 | |
|
JADE MOUNTAIN PARTNERS, LLC
CRD 290415
|
WHITE PLAINS, NY, United States | $588,389,751 | |
|
VIRAGE CAPITAL MANAGEMENT LP
CRD 167992
|
HOUSTON, TX, United States | $588,349,174 | |
|
INVESTRUST CONSULTING, LLC
CRD 108037
|
OKLAHOMA CITY, OK, United States | $588,198,253 | |
|
BROCK FIDUCIARY SERVICES LLC
CRD 153055
|
NEW YORK, NY, United States | $588,153,609 | |
|
ESCHLER ASSET MANAGEMENT LLP
CRD 311807
|
LONDON, United Kingdom | $588,145,437 | |
|
JPL WEALTH MANAGEMENT, LLC
CRD 328474
|
GREENWOOD VILLAGE, CO, United States | $587,948,392 | |
|
NAPIER FINANCIAL, LLC
CRD 336725
|
BRAINTREE, MA, United States | $587,928,017 | |
|
EVERPAR ADVISORS LLC
CRD 326468
|
TULSA, OK, United States | $587,838,031 | |
|
KIRR, MARBACH & COMPANY, LLC
CRD 104634
|
COLUMBUS, IN, United States | $587,658,991 | |
|
SCOPIA CAPITAL MANAGEMENT LP
CRD 124403
|
NEW YORK, NY, United States | $587,339,827 | |
|
CASTLE ROCK WEALTH MANAGEMENT, LLC
CRD 199513
|
WALNUT CREEK, CA, United States | $587,078,190 | |
|
HARPSWELL CAPITAL ADVISORS, LLC
CRD 168996
|
YARMOUTH, ME, United States | $587,044,785 | |
|
SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC
CRD 117750
|
OREM, UT, United States | $586,722,649 | |
|
CUADRILLA CAPITAL, LLC
CRD 314510
|
SANTA BARBARA, CA, United States | $586,587,471 | |
|
ARX MANAGEMENT, LLC
CRD 305659
|
EL SEGUNDO, CA, United States | $586,489,019 | |
|
DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD 118261
|
TOWN AND COUNTRY, MO, United States | $585,889,856 | |
|
O'KEEFE STEVENS ADVISORY, INC.
CRD 286338
|
$585,621,482 | ||
|
NORTHLEAF CAPITAL ADVISORS LTD.
CRD 145014
|
TORONTO, ONTARIO, Canada | $585,377,054 | |
|
LEP MANAGEMENT LLC
CRD 173481
|
SALT LAKE CITY, UT, United States | $585,156,625 | |
|
KREITLER FINANCIAL LLC
CRD 309056
|
NEW HAVEN, CT, United States | $584,905,886 | |
|
WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834
|
ALPHARETTA, GA, United States | $584,815,363 | |
|
AIMZ INVESTMENT ADVISORS LLC
CRD 155810
|
LOS ALTOS, CA, United States | $584,799,436 | |
|
TWIN PEAKS WEALTH ADVISORS, LLC
CRD 323817
|
$584,788,678 | ||
|
TENSOR EDGE CAPITAL, LLC
CRD 335633
|
BOSTON, MA, United States | $584,780,263 | |
|
KDK PRIVATE WEALTH MANAGEMENT, LLC
CRD 299583
|
HOUSTON, TX, United States | $584,638,790 | |
|
FREEDOM FIDUCIARIES LLC
CRD 323673
|
BOISE, ID, United States | $584,617,445 | |
|
MERAKI CAPITAL PARTNERS LP
CRD 342245
|
NEW YORK, NY, United States | $584,525,050 | |
|
424 CAPITAL, LLC
CRD 167462
|
WAKEFIELD, MA, United States | $584,498,760 | |
|
NEWROAD CAPITAL PARTNERS, LLC
CRD 281487
|
BENTONVILLE, AR, United States | $584,412,451 | |
|
HOBBS GROUP ADVISORS LLC
CRD 157274
|
COLUMBIA, SC, United States | $584,400,000 | |
|
FORTIS ADVISORS, LLC
CRD 164498
|
WAYNE, PA, United States | $584,315,081 | |
|
FORTRESS PRIVATE LEDGER, LLC
CRD 290298
|
RALEIGH, NC, United States | $583,977,291 | |
|
MONETARY MANAGEMENT GROUP INC
CRD 110284
|
ST LOUIS, MO, United States | $583,781,557 | |
|
PERSIUM ADVISORS, LLC
CRD 128335
|
ATLANTA, GA, United States | $583,630,141 | |
|
VINE INVESTMENT ADVISORS, LP
CRD 157341
|
PALM BEACH GARDENS, FL, United States | $583,451,294 | |
|
ROWLING & ASSOCIATES LLC
CRD 308292
|
SAN DIEGO, CA, United States | $582,973,248 | |
|
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC
CRD 137980
|
NEW YORK, NY, United States | $582,904,963 | |
|
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
CRD 291405
|
CLEVELAND, OH, United States | $582,839,006 | |
|
HOWARD BAILEY SECURITIES, LLC
CRD 282712
|
FORT WAYNE, IN, United States | $582,792,249 | |
|
ADDISON ADVISORS LLC
CRD 154744
|
MIDDLEBURY, VT, United States | $582,695,913 | |
|
MANTEIO SCALABLE TECHNOLOGIES LLC
CRD 333019
|
JERSEY CITY, NJ, United States | $582,518,964 | |
|
RICHARDSON CAPITAL MANAGEMENT, LLC
CRD 130985
|
MENOMONEE FALLS, WI, United States | $582,209,509 | |
|
NORTHLIGHT CAPITAL PARTNERS LLC
CRD 170112
|
WESTPORT, CT, United States | $582,207,841 | |
|
AVALON CAPITAL MANAGEMENT
CRD 107501
|
MENLO PARK, CA, United States | $582,198,850 | |
|
NI ACQUISITIONS COMPANY LLC
CRD 340590
|
LEMOYNE, PA, United States | $581,810,839 | |
|
FRESHFORD CAPITAL MANAGEMENT, LLC
CRD 158448
|
HARRISON, NY, United States | $581,808,882 | |
|
TWO SIGMA REAL ESTATE, LP
CRD 324210
|
NEW YORK, NY, United States | $581,655,163 | |
|
STEWART WEALTH MANAGEMENT, INC.
CRD 143425
|
SAN RAFAEL, CA, United States | $581,542,155 | |
|
ARMADILLO LITIGATION FUNDING LLC
CRD 310764
|
HOUSTON, TX, United States | $581,359,742 |