Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MATRIX PRIVATE CAPITAL GROUP LLC
CRD 285531
|
CHICAGO, IL, United States | $560,983,684 | |
|
WEDGEWOOD PARTNERS, INC.
CRD 21923
|
ST LOUIS, MO, United States | $560,727,211 | |
|
JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799
|
PORTAGE, MI, United States | $560,663,000 | |
|
CONTINUIM EQUITY PARTNERS, LP
CRD 328788
|
PITTSBURGH, PA, United States | $560,424,855 | |
|
MELIA GROUP LLC
CRD 145402
|
TULSA, OK, United States | $560,110,616 | |
|
CORAL TREE MANAGEMENT, LP
CRD 313118
|
$560,082,302 | ||
|
EMPIRICAL ASSET MANAGEMENT, LLC
CRD 155436
|
WELLESLEY, MA, United States | $560,018,982 | |
|
A & I FINANCIAL SERVICES, LLC
CRD 148357
|
LONE TREE, CO, United States | $559,998,114 | |
|
QP CONSULTING, LLC
CRD 129601
|
TAKOMA PARK, MD, United States | $559,601,312 | |
|
AECOM CAPITAL REAL ESTATE, LLC
CRD 298333
|
LOS ANGELES, CA, United States | $559,540,502 | |
|
OCEAN PATH ADVISORS, LLC
CRD 338933
|
MANHATTAN BEACH, CA, United States | $559,523,253 | |
|
ENDEAVOR ADVISORS, LLC
CRD 324925
|
THE WOODLANDS, TX, United States | $559,523,188 | |
|
VAN LEEUWEN & ASSOCIATES, INC.
CRD 289463
|
RICHMOND, KY, United States | $559,416,819 | |
|
M. KRAUS & COMPANY
CRD 106749
|
SHELBURNE, VT, United States | $559,278,035 | |
|
HEADLAND CAPITAL, LLC
CRD 332277
|
MT. PLEASANT, SC, United States | $559,277,399 | |
|
PHD CONSULTING LLC
CRD 304989
|
OVERLAND PARK, KS, United States | $559,187,300 | |
|
NARUS FINANCIAL PARTNERS, LLC
CRD 173534
|
SALT LAKE CITY, UT, United States | $558,994,364 | |
|
CAPITAL INVESTMENT MANAGEMENT, INC
CRD 113917
|
LEE'S SUMMIT, MO, United States | $558,949,315 | |
|
PAULSON WEALTH MANAGEMENT INC.
CRD 150374
|
WEST PALM BEACH, FL, United States | $558,941,880 | |
|
OGOREK WEALTH MANAGEMENT, LLC
CRD 105707
|
WILLIAMSVILLE, NY, United States | $558,900,541 | |
|
WEALTH SCIENCE ADVISORS LLC
CRD 321031
|
ALPHARETTA, GA, United States | $558,749,507 | |
|
IMPACT INVESTMENT ADVISER LLC
CRD 149929
|
SAN FRANCISCO, CA, United States | $558,516,416 | |
|
GUIDANCE POINT ADVISORS, LLC
CRD 148768
|
$558,277,757 | ||
|
THOMASLLOYD CLIMATE SOLUTIONS LLC
CRD 298222
|
PLEASANTVILLE, NY, United States | $558,244,510 | |
|
HOBART PRIVATE CAPITAL, LLC
CRD 168494
|
CHARLOTTE, NC, United States | $558,230,116 | |
|
PRAIRIE WEALTH ADVISORS, INC.
CRD 165266
|
OMAHA, NE, United States | $557,956,158 | |
|
F&V CAPITAL MANAGEMENT, L.L.C.
CRD 146399
|
BOCA RATON, FL, United States | $557,839,445 | |
|
LIFE LINE WEALTH MANAGEMENT LLC
CRD 171051
|
BEVERLY HILLS, CA, United States | $557,632,280 | |
|
QUANTUM FINANCIAL ADVISORS INC
CRD 113563
|
ROCKVILLE, MD, United States | $557,546,297 | |
|
NICOLLET INVESTMENT MANAGEMENT, INC.
CRD 109401
|
MINNEAPOLIS, MN, United States | $557,410,793 | |
|
FINANCIAL HARVEST, LLC
CRD 148271
|
WINTER PARK, FL, United States | $557,402,604 | |
|
ENRICH FINANCIAL PARTNERS LLC
CRD 111234
|
MADISON, WI, United States | $556,812,040 | |
|
TRINITY CAPITAL MANAGEMENT, LLC
CRD 143097
|
SANTA BARBARA, CA, United States | $556,811,058 | |
|
HT PARTNERS LLC
CRD 147400
|
CENTERBROOK, CT, United States | $556,325,471 | |
|
OFS ENTERPRISE LLC
CRD 339739
|
KEARNEY, NE, United States | $556,268,824 | |
|
SATURN FIVE ADVISORS LLC
CRD 322348
|
DENVER, CO, United States | $556,068,915 | |
|
SQ CAPITAL LLC
CRD 334301
|
NEW YORK, NY, United States | $556,050,913 | |
|
NORTHRIM ADVISER, LLC
CRD 306796
|
MESA, AZ, United States | $555,985,915 | |
|
SF EQUITY PARTNERS MANAGEMENT, LLC
CRD 162396
|
SAN FRANCISCO, CA, United States | $555,962,008 | |
|
SPRUCE STREET CAPITAL LP
CRD 333213
|
NEW YORK, NY, United States | $555,900,000 | |
|
INDAGO CAPITAL LLC
CRD 330343
|
NEW YORK, NY, United States | $555,892,738 | |
|
QVIDTVM MANAGEMENT LLC
CRD 309456
|
THE WOODLANDS, TX, United States | $555,798,615 | |
|
CONSILIO WEALTH ADVISORS, LLC
CRD 314466
|
BELLEVUE, WA, United States | $555,755,695 | |
|
KOOMAN & ASSOCIATES
CRD 322163
|
ALTOONA, PA, United States | $555,581,262 | |
|
BIGELOW INVESTMENT ADVISORS, LLC
CRD 143733
|
PORTLAND, ME, United States | $555,188,616 | |
|
DIGITAL WEALTH PARTNERS LLC
CRD 328627
|
DALLAS, TX, United States | $555,135,985 | |
|
O'ROURKE & COMPANY, INCORPORATED
CRD 132481
|
BOSTON, MA, United States | $555,070,677 | |
|
PREMIER WEALTH ADVISORS, LLC
CRD 120358
|
NEW YORK, NY, United States | $555,064,406 | |
|
KIMERY WEALTH MANAGEMENT, LLC
CRD 288229
|
MEMPHIS, TN, United States | $555,000,000 | |
|
LANSING STREET ADVISORS LLC
CRD 306882
|
AMBLER, PA, United States | $554,999,739 |