Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SARASIN ASSET MANAGEMENT LIMITED
CRD 115788
|
LONDON, United Kingdom | $554,958,877 | |
|
ION PACIFIC, INC.
CRD 328607
|
VENICE, CA, United States | $554,895,487 | |
|
KERCHEVILLE ADVISORS LLC
CRD 169471
|
SAN ANTONIO, TX, United States | $554,733,810 | |
|
PRAIRIE ADVISORY, LLC
CRD 339211
|
LEAWOOD, KS, United States | $554,260,000 | |
|
SUNTX CAPITAL MANAGEMENT CORP.
CRD 161332
|
DALLAS, TX, United States | $554,238,756 | |
|
THE CENTRAL TRUST BANK
CRD 149262
|
JEFFERSON CITY, MO, United States | $554,140,533 | |
|
TOTAL MANAGEMENT GROUP, INC.
CRD 124261
|
MELVILLE, NY, United States | $553,893,216 | |
|
GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
|
GREENVILLE, SC, United States | $553,787,104 | |
|
AVALON GLOBAL ASSET MANAGEMENT LLC
CRD 107785
|
SAN FRANCISCO, CA, United States | $553,759,758 | |
|
PEGASUS ASSET MANAGEMENT INC
CRD 104766
|
MORRISTOWN, NJ, United States | $553,614,805 | |
|
ASSET PLANNING, INC
CRD 111535
|
LOS ALAMITOS, CA, United States | $553,464,866 | |
|
SMA CAPITAL LLC
CRD 335168
|
NEW YORK, NY, United States | $553,453,008 | |
|
SC ASSET MANAGEMENT ASESORES EN INVERSIONES INDEPENDIENTES, S.A.
CRD 339845
|
MEXICO CITY, Mexico | $553,392,757 | |
|
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
CRD 125401
|
PETALUMA, CA, United States | $553,388,044 | |
|
TSP CAPITAL MANAGEMENT GROUP, LLC
CRD 131889
|
SUMMIT, NJ, United States | $553,311,284 | |
|
N10 WEALTH, LLC
CRD 342013
|
GREENWICH, CT, United States | $553,113,709 | |
|
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.
CRD 133046
|
DARIEN, CT, United States | $552,751,995 | |
|
TOLSMA INVESTMENTS, LLC
CRD 287941
|
$552,726,765 | ||
|
MW ADVISOR, LLC
CRD 332429
|
NEW YORK, NY, United States | $552,532,676 | |
|
OMEGA FINANCIAL GROUP, LLC
CRD 164147
|
SANTA BARBARA, CA, United States | $552,413,654 | |
|
NEXUS ONE FINANCIAL ADVISORS LLC
CRD 336809
|
PLANO, TX, United States | $552,000,000 | |
|
ALLIANCE WEALTH ADVISORS, LLC
CRD 314668
|
CENTERVILLE, UT, United States | $551,968,986 | |
|
GLOBAL ASSETS ADVISORY, LLC
CRD 300460
|
ORLANDO, FL, United States | $551,663,967 | |
|
THE PLANNING PROJECT LLC
CRD 297658
|
THE WOODLANDS, TX, United States | $551,358,564 | |
|
BROADLEAF PARTNERS, LLC
CRD 137433
|
HUDSON, OH, United States | $551,292,726 | |
|
HST VENTURES, LLC
CRD 317143
|
PARK CITY, UT, United States | $551,147,001 | |
|
FREDERICK FINANCIAL CONSULTANTS, LLC
CRD 314290
|
FREDERICK, MD, United States | $551,065,850 | |
|
AMICUS FINANCIAL ADVISORS, LLC
CRD 131315
|
LUBBOCK, TX, United States | $550,940,733 | |
|
DEDORA CAPITAL, INC.
CRD 177523
|
NAPA, CA, United States | $550,691,298 | |
|
MIRAMAR CAPITAL LLC
CRD 290909
|
NORTHBROOK, IL, United States | $550,253,035 | |
|
NEW HOLLAND TRADING LLC
CRD 337695
|
NEW YORK, NY, United States | $550,000,000 | |
|
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC
CRD 317282
|
NEW YORK, NY, United States | $549,913,189 | |
|
PINNACLE WEALTH ADVISORS, LLC
CRD 117517
|
CLACKAMAS, OR, United States | $549,709,723 | |
|
SNIDER RETIREMENT STRATEGIES, INC.
CRD 117392
|
BELLEVUE, WA, United States | $549,695,384 | |
|
VARCOV CO.
CRD 335143
|
DARIEN, CT, United States | $549,644,120 | |
|
HARVEST INVESTMENT CONSULTANTS LLC
CRD 110258
|
HUNT VALLEY, MD, United States | $549,042,439 | |
|
MACK & CO. PARTNERS, LP
CRD 324218
|
DALLAS, TX, United States | $548,980,056 | |
|
STILES FINANCIAL SERVICES INCORPORATED
CRD 117023
|
EDINA, MN, United States | $548,748,527 | |
|
MILLS WEALTH ADVISORS, LLC
CRD 159251
|
SOUTHLAKE, TX, United States | $548,737,909 | |
|
EXOME ASSET MANAGEMENT LLC
CRD 304585
|
NEW YORK, NY, United States | $548,629,691 | |
|
MAY HILL CAPITAL, LLC
CRD 332076
|
COHASSET, MA, United States | $548,601,789 | |
|
HAMEL ASSOCIATES INC
CRD 107128
|
ALLENTOWN, PA, United States | $548,323,868 | |
|
CABLE CAR CAPITAL, LP
CRD 169234
|
SAN FRANCISCO, CA, United States | $548,315,000 | |
|
RANGE ROCK CAPITAL LLC
CRD 334203
|
WELLESLEY, MA, United States | $548,307,696 | |
|
BIG LEAGUE ADVANCE, LLC
CRD 291999
|
WASHINGTON, DC, United States | $548,297,064 | |
|
CRUX WEALTH ADVISORS
CRD 330731
|
LONG BEACH, CA, United States | $547,677,060 | |
|
TRUEWEALTH ADVISORS, LLC
CRD 298838
|
HOOVER, AL, United States | $547,498,774 | |
|
CACHETECH INC.
CRD 327688
|
LOGAN, UT, United States | $547,391,993 | |
|
RAYS CAPITAL PARTNERS LIMITED
CRD 171821
|
CENTRAL, Hong Kong | $547,185,000 | |
|
ADAPTIVE FINANCIAL CONSULTING, LLC
CRD 288185
|
BEACHWOOD, OH, United States | $547,099,663 |