Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BASTION MANAGEMENT II LLC
CRD 309685
|
STAMFORD, CT, United States | $572,736,610 | |
|
BURKETT FINANCIAL SERVICES, LLC
CRD 140168
|
ROCK HILL, SC, United States | $572,592,627 | |
|
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
CRD 130132
|
LAKE FOREST, IL, United States | $572,561,013 | |
|
G.W. SHERWOLD ASSOCIATES, INC.
CRD 42186
|
LAKE FOREST, CA, United States | $572,374,007 | |
|
THE ITHAKA GROUP, LLC
CRD 146975
|
ARLINGTON, VA, United States | $572,127,870 | |
|
PRASAD WEALTH PARTNERS, LLC
CRD 332507
|
INDEPENDENCE, OH, United States | $572,075,956 | |
|
LINEPOINT PARTNERS & CO., LLC
CRD 332598
|
LOS ANGELES, CA, United States | $572,068,993 | |
|
CONNING INVESTMENT PRODUCTS, INC.
CRD 120387
|
HARTFORD, CT, United States | $572,024,783 | |
|
PAINTED PORCH ADVISORS LLC
CRD 304375
|
SANTA BARBARA, CA, United States | $571,924,848 | |
|
INDEPENDENT INVESTORS INC
CRD 105677
|
NESCONSET, NY, United States | $571,907,843 | |
|
FAMILY WMS, LLC
CRD 126456
|
ATHENS, GA, United States | $571,641,963 | |
|
WESTWARD INVESTMENT ADVISORY, LLC
CRD 281742
|
MISSION, KS, United States | $571,508,980 | |
|
PREVATT CAPITAL LTD
CRD 311895
|
NASSAU, Bahamas, The | $571,484,109 | |
|
CAPITAL MARKETS IQ, LLC
CRD 134921
|
$571,446,571 | ||
|
CLEAN YIELD GROUP INC
CRD 104826
|
NORWICH, VT, United States | $571,222,836 | |
|
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274
|
JACKSONVILLE, FL, United States | $571,211,120 | |
|
LIFESTYLE ASSET MANAGEMENT, INC.
CRD 157450
|
FRIENDSWOOD, TX, United States | $571,164,427 | |
|
TYRO CAPITAL MANAGEMENT, LLC
CRD 312329
|
MIAMI, FL, United States | $570,906,119 | |
|
LOOM CAPITAL MANAGEMENT LLC
CRD 174093
|
NEW YORK, NY, United States | $570,808,296 | |
|
GUMSHOE CAPITAL MANAGEMENT LLC
CRD 328451
|
NEW YORK, NY, United States | $570,609,605 | |
|
TTP INVESTMENTS, INC.
CRD 284082
|
SAN JOSE, CA, United States | $570,595,563 | |
|
GOODHART PARTNERS LLP
CRD 281566
|
LONDON, United Kingdom | $569,984,701 | |
|
FREIF ADVISORS LLC
CRD 340426
|
DENVER, CO, United States | $569,923,542 | |
|
BAY HILLS CAPITAL MANAGEMENT, LLC
CRD 158603
|
SAN FRANCISCO, CA, United States | $569,785,000 | |
|
LIONSTONE CAPITAL MANAGEMENT LLC
CRD 157603
|
NEW YORK, NY, United States | $569,710,312 | |
|
INCA INVESTMENTS, LLC
CRD 131194
|
MIAMI, FL, United States | $569,631,005 | |
|
ASPIRING VENTURES, LLC
CRD 282891
|
CINCINNATI, OH, United States | $569,522,860 | |
|
TALLWOODS PARTNERS, LLC
CRD 168865
|
CHICAGO, IL, United States | $569,438,290 | |
|
POTENTIA RIA, LLC
CRD 329135
|
SAN JOSE, CA, United States | $569,095,699 | |
|
GILLILAND JETER WEALTH MANAGEMENT, LLC
CRD 324403
|
LITTLE ROCK, AR, United States | $569,093,741 | |
|
DRIFTWOOD ADVISORS, LLC
CRD 307316
|
CORAL GABLES, FL, United States | $568,830,000 | |
|
ELITE RETIREMENT PLANNING, LLC
CRD 297942
|
GRIMES, IA, United States | $568,827,090 | |
|
ACT WEALTH MANAGEMENT, LLC
CRD 155131
|
ALLEN, TX, United States | $568,799,540 | |
|
TALIS ADVISORY SERVICES, LLC
CRD 135145
|
RICHARDSON, TX, United States | $568,765,356 | |
|
FREEDOM INVESTMENT MANAGEMENT, INC.
CRD 126052
|
SOUTH WINDSOR, CT, United States | $568,650,228 | |
|
INVERIS US LLC
CRD 310003
|
CORAL GABLES, FL, United States | $568,448,136 | |
|
RIA ADVISORY GROUP, LLC
CRD 152566
|
DES MOINES, IA, United States | $568,379,295 | |
|
FCG INVESTMENT COMPANY
CRD 308192
|
GERMANTOWN, TN, United States | $568,225,701 | |
|
SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
|
TULSA, OK, United States | $568,186,776 | |
|
PIER 88 INVESTMENT PARTNERS, LLC
CRD 169316
|
SAN FRANCISCO, CA, United States | $568,043,382 | |
|
S.E.E.D. PLANNING GROUP, LLC
CRD 188521
|
BINGHAMTON, NY, United States | $567,976,608 | |
|
DDFG, INC
CRD 317862
|
THOUSAND OAKS, CA, United States | $567,800,000 | |
|
LIBERTY SQUARE WEALTH PARTNERS LLC
CRD 332476
|
BETHLEHEM, PA, United States | $567,782,618 | |
|
TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC
CRD 291631
|
NEW YORK, NY, United States | $567,762,359 | |
|
MASCOMA WEALTH MANAGEMENT LLC
CRD 174907
|
HANOVER, NH, United States | $567,753,044 | |
|
PRENTICE WEALTH MANAGEMENT LLC
CRD 160052
|
ROCHESTER, NY, United States | $567,504,623 | |
|
HMV WEALTH ADVISORS, LLC
CRD 297747
|
SHREVEPORT, LA, United States | $567,404,328 | |
|
FFG PARTNERS, LLC
CRD 318641
|
FORT LAUDERDALE, FL, United States | $567,365,373 | |
|
FREC ADVISERS LLC
CRD 325982
|
SAN FRANCISCO, CA, United States | $567,226,248 | |
|
WHITE WOLF CAPITAL ADVISORS, LLC
CRD 311816
|
MIAMI, FL, United States | $566,799,471 |