Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SERENITY INVESTMENT ADVISORS LLC
CRD 307924
|
CHICAGO, IL, United States | $513,621,644 | |
|
GREYBULL ADVISORS, LLC
CRD 317767
|
JACKSON, WY, United States | $513,589,887 | |
|
ALLOCATOR SOLUTIONS, LLC
CRD 337300
|
ST LOUIS, MO, United States | $513,515,211 | |
|
ELEVATUS WEALTH MANAGEMENT, LLC
CRD 325629
|
VICTOR, NY, United States | $513,429,017 | |
|
CANAM CAPITAL MANAGEMENT, LLC
CRD 298587
|
NEW YORK, NY, United States | $513,320,753 | |
|
DEW POINT CAPITAL, INC.
CRD 305010
|
LOS ANGELES, CA, United States | $513,238,282 | |
|
ALAETHES WEALTH, LLC
CRD 304920
|
$513,180,429 | ||
|
PHARVISION ADVISERS, LLC
CRD 311739
|
BOCA RATON, FL, United States | $513,176,361 | |
|
BROADWING CAPITAL MANAGEMENT LLC
CRD 328881
|
DALLAS, TX, United States | $513,108,323 | |
|
FORTWOOD CAPITAL LP
CRD 329381
|
GREENWICH, CT, United States | $512,981,706 | |
|
GGM FINANCIAL LLC
CRD 327008
|
COLUMBUS, OH, United States | $512,964,815 | |
|
WAKEFIELD WEALTH MANAGEMENT, LLLP
CRD 173997
|
ENGLEWOOD, CO, United States | $512,887,728 | |
|
SYSTIMA CAPITAL MANAGEMENT LLC
CRD 168318
|
CHICAGO, IL, United States | $512,605,896 | |
|
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
CRD 156177
|
TROY, MI, United States | $512,510,120 | |
|
INVESTMENT RESEARCH PARTNERS LLC
CRD 304315
|
LEMONT, PA, United States | $512,374,995 | |
|
CYPRESS POINT INVESTMENT MANAGEMENT LP
CRD 316549
|
MILL VALLEY, CA, United States | $512,361,156 | |
|
LEO WEALTH AMERICAS, LLC
CRD 338799
|
HURST, TX, United States | $512,279,544 | |
|
MISAKI CAPITAL INC.
CRD 282308
|
TOKYO, Japan | $512,107,000 | |
|
VENATOR MANAGEMENT LLC
CRD 310406
|
PITTSBURGH, PA, United States | $511,709,674 | |
|
ST. JAMES INVESTMENT ADVISORS, LLC
CRD 283880
|
PORT JEFFERSON, NY, United States | $511,547,446 | |
|
CLIENT 1ST ADVISORY GROUP LLC
CRD 167790
|
DUNEDIN, FL, United States | $511,486,971 | |
|
OWNER RESOURCE GROUP, LLC
CRD 164028
|
AUSTIN, TX, United States | $511,101,948 | |
|
FLOREK FINANCIAL, LLC
CRD 152235
|
DUXBURY, MA, United States | $510,993,000 | |
|
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES
CRD 109766
|
PASADENA, CA, United States | $510,925,781 | |
|
SHOKER INVESTMENT COUNSEL INC.
CRD 107857
|
$510,758,273 | ||
|
FIDATO WEALTH LLC
CRD 158173
|
MIDDLEBURG HEIGHTS, OH, United States | $510,752,617 | |
|
HORIZON ADVISORY SERVICES, INC.
CRD 305239
|
WEST HENRIETTA, NY, United States | $510,210,472 | |
|
ELDRIDGE GP1 ADVISERS, LLC
CRD 333934
|
NEW YORK, NY, United States | $510,045,000 | |
|
DEFENDER CAPITAL LLC
CRD 159607
|
CHARLOTTE, NC, United States | $510,000,000 | |
|
CHASE INVESTMENT COUNSEL CORPORATION
CRD 104648
|
CHARLOTTESVILLE, VA, United States | $509,811,884 | |
|
MADISON ADVISORY SERVICES, INC.
CRD 132386
|
WHITE PLAINS, NY, United States | $509,747,075 | |
|
NEBARI PARTNERS, LLC
CRD 295859
|
NEW YORK, NY, United States | $509,736,890 | |
|
ASPIRE PRIVATE CAPITAL, LLC
CRD 154116
|
CORNELIUS, NC, United States | $509,707,463 | |
|
HIGHBROOK CAPITAL PARTNERS LLC
CRD 338408
|
ATLANTA, GA, United States | $509,064,516 | |
|
PLATFORM WEALTH MANAGEMENT, LLC
CRD 329313
|
HOLLADAY, UT, United States | $509,034,759 | |
|
MANA ADVISORS LLC
CRD 284792
|
NEW YORK, NY, United States | $509,000,000 | |
|
TURNSPIRE CAPITAL PARTNERS LLC
CRD 311053
|
NEW YORK, NY, United States | $508,933,337 | |
|
PERMANENT EQUITY MANAGEMENT, LLC
CRD 309530
|
COLUMBIA, MO, United States | $508,750,700 | |
|
LIONHEART STRATEGIC MANAGEMENT, LLC
CRD 314990
|
NEW YORK, NY, United States | $508,730,000 | |
|
TAURUS PRIVATE MARKETS, LLC
CRD 300786
|
WAYNE, PA, United States | $508,710,000 | |
|
DOVER PARTNERS INC
CRD 105133
|
DAYTON, OH, United States | $508,618,244 | |
|
PINNACLE HOLDINGS, LLC
CRD 108086
|
TULSA, OK, United States | $508,333,424 | |
|
AND WEALTH PARTNERS, LLC
CRD 149136
|
BALTIMORE, MD, United States | $508,225,417 | |
|
LAVELLE CAPITAL LP
CRD 316754
|
SAN FRANCISCO, CA, United States | $508,200,682 | |
|
IBN ASSET MANAGEMENT, LLC
CRD 290114
|
THOUSAND OAKS, CA, United States | $508,170,547 | |
|
QUADRATIC CAPITAL MANAGEMENT LLC
CRD 172768
|
GREENWICH, CT, United States | $508,137,558 | |
|
SOLACE CAPITAL PARTNERS, L.P.
CRD 175319
|
EL SEGUNDO, CA, United States | $508,113,801 | |
|
INSTRUMENTAL WEALTH, LLC
CRD 310788
|
TAMPA, FL, United States | $507,996,008 | |
|
FINANCIAL DESIGNS CORPORATION
CRD 14829
|
CLAREMONT, CA, United States | $507,915,735 | |
|
WEA FINANCIAL ADVISORS, INC.
CRD 144919
|
MADISON, WI, United States | $507,804,171 |