Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
55 NORTH PRIVATE WEALTH, LLC
CRD 325325
|
WINTER PARK, FL, United States | $581,328,557 | |
|
HYPERION CAPITAL ADVISORS LP
CRD 304230
|
NEW YORK, NY, United States | $581,252,810 | |
|
RAINIER INVESTMENT MANAGEMENT LLC
CRD 105556
|
SEATTLE, WA, United States | $581,139,481 | |
|
RTW FINANCIAL ADVISORS INC
CRD 109934
|
DALLAS, TX, United States | $581,023,969 | |
|
KEYSTONE GLOBAL PARTNERS LLC
CRD 153147
|
DENVER, CO, United States | $580,530,365 | |
|
MOSAIC ADVISORS LLC
CRD 164913
|
HOUSTON, TX, United States | $580,504,440 | |
|
WINCH ADVISORY SERVICES, LLC
CRD 110194
|
APPLETON, WI, United States | $580,178,144 | |
|
THE H GROUP, INC.
CRD 106801
|
PORTLAND, OR, United States | $580,107,747 | |
|
NORTHWEST QUADRANT, LLC
CRD 158455
|
BEND, OR, United States | $579,712,539 | |
|
SAVANNA INVESTMENT MANAGEMENT LLC
CRD 158770
|
NEW YORK, NY, United States | $579,548,393 | |
|
ABLE WEALTH MANAGEMENT LLC
CRD 298085
|
TOMS RIVER, NJ, United States | $579,538,342 | |
|
HARVEY CAPITAL MANAGEMENT INC
CRD 106224
|
PALM BEACH, FL, United States | $579,442,034 | |
|
EPG WEALTH MANAGEMENT LLC
CRD 302075
|
ATLANTA, GA, United States | $579,086,058 | |
|
MATTERN WEALTH MANAGEMENT LLC
CRD 304520
|
LAWRENCE, KS, United States | $579,025,968 | |
|
EDGEROCK CAPITAL LLC
CRD 312325
|
DENVER, CO, United States | $578,894,175 | |
|
TWO ROADS PARTNERS MANAGEMENT, LP
CRD 326470
|
NEW YORK, NY, United States | $578,874,145 | |
|
CIVITAS CAPITAL MANAGEMENT, LLC
CRD 319105
|
DALLAS, TX, United States | $578,645,483 | |
|
TWELE CAPITAL MANAGEMENT, INC.
CRD 130239
|
MINNETONKA, MN, United States | $578,455,059 | |
|
BOXER CAPITAL MANAGEMENT, LLC
CRD 330106
|
SAN DIEGO, CA, United States | $578,221,564 | |
|
BH3 FUND ADVISORS, LLC
CRD 298967
|
FORT LAUDERDALE, FL, United States | $578,128,312 | |
|
OXLER PRIVATE WEALTH LLC
CRD 309684
|
RYE BROOK, NY, United States | $578,121,679 | |
|
JACKSON, GRANT INVESTMENT ADVISERS, INC.
CRD 108156
|
STAMFORD, CT, United States | $577,684,024 | |
|
INFINEDI PARTNERS, LP
CRD 298191
|
$577,337,128 | ||
|
VALUEWORKS LLC
CRD 116850
|
NEW YORK CITY, NY, United States | $577,274,111 | |
|
SILVERVIEW CREDIT PARTNERS LP
CRD 282955
|
TAMPA, FL, United States | $577,272,232 | |
|
CELLO CAPITAL MANAGEMENT, LP
CRD 160398
|
NEW YORK, NY, United States | $577,222,671 | |
|
TABOR ASSET MANAGEMENT, LP
CRD 304666
|
NEW YORK, NY, United States | $577,194,716 | |
|
BROGAN FINANCIAL, INC.
CRD 133623
|
KNOXVILLE, TN, United States | $577,039,484 | |
|
BIRNAM OAK ADVISORS, LP
CRD 328180
|
NEW YORK, NY, United States | $577,035,350 | |
|
ALEXANDER INVESTMENT SERVICES CO.
CRD 1037
|
LOUISVILLE, KY, United States | $576,801,336 | |
|
ALLODIUM INVESTMENT CONSULTANTS, LLC
CRD 135812
|
MINNEAPOLIS, MN, United States | $576,759,336 | |
|
ANGELENO GROUP, LLC
CRD 159677
|
BEVERLY HILLS, CA, United States | $576,509,043 | |
|
MUDDY WATERS CAPITAL LLC
CRD 281411
|
AUSTIN, TX, United States | $576,299,911 | |
|
SHOREHILL CAPITAL LLC
CRD 286004
|
CHICAGO, IL, United States | $576,197,431 | |
|
SANDERS MORRIS LLC
CRD 20580
|
HOUSTON, TX, United States | $576,142,421 | |
|
GROSS & HARTMAN INVESTMENTS, LLC
CRD 317722
|
LEOLA, PA, United States | $576,030,694 | |
|
REZNY WEALTH MANAGEMENT, INC.
CRD 109638
|
FORT MYERS, FL, United States | $576,000,000 | |
|
DOMAIN TIMBER ADVISORS, LLC
CRD 287750
|
ATLANTA, GA, United States | $575,940,995 | |
|
BULLETPROOF CAPITAL, LLC
CRD 341136
|
CHICAGO, IL, United States | $575,767,663 | |
|
NORTHERN LAKES CAPITAL, L.P.
CRD 315975
|
MINNEAPOLIS, MN, United States | $575,447,357 | |
|
SOUTHOCEAN CAPITAL PARTNERS, LLC
CRD 171580
|
FT. LAUDERDALE, FL, United States | $575,262,443 | |
|
LUCASHILL, LLC
CRD 321069
|
DALLAS, TX, United States | $575,203,697 | |
|
SAGE ADVISORS, LLC
CRD 301328
|
EDMONDS, WA, United States | $575,147,683 | |
|
KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
|
COLUMBUS, OH, United States | $574,930,673 | |
|
WESTERN STANDARD, LLC
CRD 147864
|
LOS ANGELES, CA, United States | $574,905,356 | |
|
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC
CRD 304264
|
$574,210,285 | ||
|
UNTITLED INVESTMENTS LP
CRD 306357
|
NEW YORK, NY, United States | $574,008,042 | |
|
BERKELEY, INC
CRD 117667
|
BOISE, ID, United States | $573,945,827 | |
|
CURTIS ADVISORY GROUP, LLC
CRD 151695
|
SANTA BARBARA, CA, United States | $573,697,121 | |
|
FSA ADVISORS, INC.
CRD 286251
|
TROY, MI, United States | $573,381,186 |