Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
AGELLUS CAPITAL, LLC
CRD 330152
|
CLAYTON, MO, United States | $507,794,558 | |
|
CROSSBEAM VENTURE PARTNERS LLC
CRD 309047
|
NEW YORK, NY, United States | $507,749,339 | |
|
MANDARINFISH MANAGEMENT, LLC
CRD 288139
|
$507,710,943 | ||
|
GARDEN INVESTMENT MANAGEMENT, L.P.
CRD 330358
|
GREENWICH, CT, United States | $507,680,656 | |
|
WEALTHCREST FINANCIAL SERVICES, LLC
CRD 130049
|
SPRINGFIELD, VA, United States | $507,531,045 | |
|
STRATIS CAPITAL, LLC
CRD 300130
|
DARIEN, CT, United States | $507,523,189 | |
|
THE LAM GROUP, INC.
CRD 128055
|
$507,399,802 | ||
|
MEP CAPITAL MANAGEMENT, LLC
CRD 304299
|
NEW YORK, NY, United States | $507,296,742 | |
|
MALTIN WEALTH MANAGEMENT, INC.
CRD 164330
|
$507,195,287 | ||
|
PINE HARBOR WEALTH MANAGEMENT LLC
CRD 317352
|
FAIRFAX, VA, United States | $507,085,498 | |
|
H I A - HELVETIA INVESTMENT ADVISORS SA
CRD 171155
|
LUGANO, Switzerland | $506,844,377 | |
|
LFL ADVISERS, LLC
CRD 163963
|
EVANSTON, IL, United States | $506,809,000 | |
|
BOONE WEALTH ADVISORS, LLC
CRD 116682
|
BELLEVUE, WA, United States | $506,779,239 | |
|
KAUFMAN ROSSIN WEALTH, LLC
CRD 301921
|
MIAMI, FL, United States | $506,702,684 | |
|
BETA CAPITAL MANAGEMENT LLC
CRD 154894
|
MIAMI, FL, United States | $506,620,317 | |
|
CLEVELAND WEALTH, LLC
CRD 282196
|
CLEVELAND, OH, United States | $506,578,765 | |
|
ONYX FINANCIAL ADVISORS, LLC
CRD 134881
|
IDAHO FALLS, ID, United States | $506,448,769 | |
|
BLACKSAND CAPITAL, LLC
CRD 291612
|
HONOLULU, HI, United States | $506,301,347 | |
|
FINANCIAL & TAX ARCHITECTS, LLC
CRD 119169
|
ST. LOUIS, MO, United States | $506,245,828 | |
|
BLUESPHERE ADVISORS LLC
CRD 283972
|
EAST NORRITON, PA, United States | $506,221,339 | |
|
WELCH CAPITAL PARTNERS LLC
CRD 106721
|
HARRISON, NY, United States | $506,166,407 | |
|
STONY POINT WEALTH MANAGEMENT INC.
CRD 210519
|
RICHMOND, VA, United States | $506,067,770 | |
|
EAB INVESTMENT GROUP, LLC
CRD 165865
|
BALA CYNWYD, PA, United States | $505,976,037 | |
|
PARK STREET CAPITAL ADVISERS, L.L.C.
CRD 115443
|
$505,899,721 | ||
|
FIRST ADVISORS NATIONAL, LLC
CRD 166212
|
ATLANTA, GA, United States | $505,872,518 | |
|
NEXT HORIZON CAPITAL, LP
CRD 321649
|
SAN FRANCISCO, CA, United States | $505,833,411 | |
|
MKD WEALTH COACHES, LLC
CRD 144994
|
TROY, MI, United States | $505,702,322 | |
|
GLOBAL CREDIT ADVISERS, LLC
CRD 147843
|
NEW YORK, NY, United States | $505,660,168 | |
|
HFG WEALTH MANAGEMENT, LLC
CRD 148406
|
THE WOODLANDS, TX, United States | $505,616,927 | |
|
327 CAPITAL PARTNERS, LLC
CRD 313414
|
SAN ANTONIO, TX, United States | $505,532,871 | |
|
OLIVER CAPITAL MANAGEMENT, LLC
CRD 127606
|
SEATTLE, WA, United States | $505,526,239 | |
|
SELBY LANE CAPITAL, LLC
CRD 325345
|
CHARLOTTESVILLE, VA, United States | $505,422,313 | |
|
CARL P. SHERR & CO., LLC
CRD 3394
|
WORCESTER, MA, United States | $505,418,629 | |
|
PUNCH CARD MANAGEMENT LP
CRD 162939
|
WINTER PARK, FL, United States | $505,397,719 | |
|
BELLARS HARRIS WEALTH MANAGEMENT, LLC
CRD 338986
|
VIRGINIA BEACH, VA, United States | $505,382,390 | |
|
LEGACIES WEALTH LLC
CRD 143138
|
MINNETONKA, MN, United States | $505,367,624 | |
|
BRENNAN JOHN DAVID
CRD 108801
|
CORONADO, CA, United States | $505,186,766 | |
|
CAPITALA PRIVATE ADVISORS, LLC
CRD 283527
|
CHARLOTTE, NC, United States | $505,135,000 | |
|
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
CRD 119436
|
WAYZATA, MN, United States | $505,012,465 | |
|
ACCRETIVE WEALTH PARTNERS, LLC
CRD 299544
|
PARSIPPANY, NJ, United States | $504,544,372 | |
|
BLACK CORAL FINANCIAL ADVISORS, LLC
CRD 154623
|
MOUNT OLIVE, NJ, United States | $504,382,000 | |
|
PINERIDGE ADVISORS, LLC
CRD 315100
|
ST. CHARLES, MO, United States | $504,236,169 | |
|
AQUIRE WEALTH ADVISORS, LLC
CRD 149559
|
SALT LAKE CITY, UT, United States | $504,001,496 | |
|
DUCERE WEALTH MANAGEMENT, LLC
CRD 337471
|
NEWPORT BEACH, CA, United States | $503,790,101 | |
|
WEINBERGER ASSET MANAGEMENT, INC
CRD 106176
|
LOS ANGELES, CA, United States | $503,567,038 | |
|
11 CAPITAL PARTNERS LP
CRD 306165
|
DARIEN, CT, United States | $503,527,894 | |
|
ETESIAN WEALTH ADVISORS, INC.
CRD 152127
|
WEST LINN, OR, United States | $503,332,148 | |
|
DRUM CAPITAL MANAGEMENT LLC
CRD 137964
|
STAMFORD, CT, United States | $503,221,863 | |
|
SMH CAPITAL ADVISORS LLC
CRD 108344
|
WEATHERFORD, TX, United States | $503,081,102 | |
|
MULTIPLIER CAPITAL, LLC
CRD 281209
|
WASHINGTON, DC, United States | $503,015,421 |