Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CYPRESS FINANCIAL PLANNING, LLC
CRD 151014
|
HADDON HEIGHTS, NJ, United States | $490,443,121 | |
|
SYNERGY FUND MANAGEMENT GROUP LIMITED
CRD 168167
|
CENTRAL, Hong Kong | $490,332,000 | |
|
COOK PINE CAPITAL LLC
CRD 134911
|
GREENWICH, CT, United States | $490,303,860 | |
|
TIM LOONEY INVESTMENTS, LLC
CRD 164413
|
LONGWOOD, FL, United States | $490,256,479 | |
|
FOURPOINTS INVESTMENT MANAGERS S.A.S
CRD 164612
|
PARIS, France | $490,159,792 | |
|
DAHER CAPITAL GROUP, LLC
CRD 341516
|
JUPITER, FL, United States | $490,000,000 | |
|
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC
CRD 288671
|
NEW YORK, NY, United States | $489,966,336 | |
|
MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
|
ROCKVILLE, MD, United States | $489,951,330 | |
|
MNS FINANCIAL MANAGEMENT, L.L.C.
CRD 116604
|
FORT MYERS, FL, United States | $489,223,767 | |
|
IRON FINANCIAL LLC
CRD 106682
|
NORTHBROOK, IL, United States | $489,165,569 | |
|
IFRAH FINANCIAL SERVICES, INC.
CRD 136925
|
LITTLE ROCK, AR, United States | $489,095,629 | |
|
POSTROCK PARTNERS LLC
CRD 328865
|
OVERLAND PARK, KS, United States | $489,068,507 | |
|
ONE DEGREE ADVISORS, INC.
CRD 170392
|
SAN DIEGO, CA, United States | $489,021,251 | |
|
WOOD TARVER FINANCIAL GROUP, LLC
CRD 298793
|
BOISE, ID, United States | $488,986,837 | |
|
WESTERLY CAPITAL MANAGEMENT LLC
CRD 140089
|
SAN FRANCISCO, CA, United States | $488,905,268 | |
|
WPH GP, LLC
CRD 295192
|
BOSTON, MA, United States | $488,840,905 | |
|
THACKERAY PARTNERS, LP
CRD 166351
|
DALLAS, TX, United States | $488,705,678 | |
|
ACORN CREEK CAPITAL LLC
CRD 325809
|
FORT COLLINS, CO, United States | $488,690,719 | |
|
GORDIAN WEALTH ADVISORS, LLC
CRD 281775
|
MILL VALLEY, CA, United States | $488,655,071 | |
|
PARKVIEW LTD.
CRD 160171
|
ZURICH, Switzerland | $488,483,244 | |
|
REGISTER FINANCIAL ADVISORS, LLC
CRD 143884
|
ATLANTA, GA, United States | $488,454,320 | |
|
BRIDGEFRONT CAPITAL, LLC
CRD 291949
|
AUSTIN, TX, United States | $488,453,521 | |
|
FINANCIAL AVENGERS, INC.
CRD 119636
|
OAKLAND, CA, United States | $488,401,241 | |
|
OBJECTIVITY SQUARED, LLC
CRD 311052
|
CHARLESTON, SC, United States | $487,755,992 | |
|
HIXON ZUERCHER, LLC
CRD 123465
|
FINDLAY, OH, United States | $487,710,760 | |
|
HRC WEALTH MANAGEMENT, LLC
CRD 117212
|
MOSCOW, ID, United States | $487,408,854 | |
|
44 WEALTH MANAGEMENT LLC
CRD 309647
|
EUGENE, OR, United States | $487,370,819 | |
|
BLT FUND MANAGER LLC
CRD 166743
|
STAMFORD, CT, United States | $487,325,686 | |
|
BROWN, LISLE/CUMMINGS, INC.
CRD 1331
|
PROVIDENCE, RI, United States | $487,318,974 | |
|
ARGENT WEALTH, LLC
CRD 311685
|
RIDGELAND, MS, United States | $487,289,663 | |
|
ABR CAPITAL PARTNERS, LLC
CRD 152121
|
BALTIMORE, MD, United States | $487,166,231 | |
|
THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471
|
WINSTON SALEM, NC, United States | $487,056,157 | |
|
D.B. FITZPATRICK & CO., INC.
CRD 105671
|
BOISE, ID, United States | $487,007,072 | |
|
BELL & BROWN WEALTH ADVISORS, LLC
CRD 175419
|
NEWPORT BEACH, CA, United States | $486,768,108 | |
|
ROSENBLUM SILVERMAN SUTTON SF INC
CRD 105774
|
SAN FRANCISCO, CA, United States | $486,644,882 | |
|
INTERLOCK EQUITY LP
CRD 315618
|
LOS ANGELES, CA, United States | $486,436,664 | |
|
BALLINA CAPITAL, LLC
CRD 289598
|
$486,256,666 | ||
|
CORNERSTONE PLANNING, LLC
CRD 166886
|
CHARLOTTE, NC, United States | $485,905,211 | |
|
THE PINES WEALTH MANAGEMENT, LLC
CRD 326353
|
SOUTHERN PINES, NC, United States | $485,880,113 | |
|
I-QU & CO. MANAGEMENT, L.P.
CRD 301006
|
CHICAGO, IL, United States | $485,766,000 | |
|
1505 CAPITAL LLC
CRD 298880
|
NEW YORK, NY, United States | $485,749,748 | |
|
THE CAVANAUGH GROUP INC
CRD 105931
|
KIAWAH ISLAND, SC, United States | $485,742,132 | |
|
ANTHEMIS CAPITAL MANAGERS LIMITED
CRD 286542
|
LONDON, United Kingdom | $485,594,428 | |
|
ARMOR ADVISORS, L.L.C.
CRD 157238
|
NEW YORK, NY, United States | $485,533,318 | |
|
ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC
CRD 323376
|
NEW YORK, NY, United States | $485,507,277 | |
|
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
CRD 281131
|
VILLANOVA, PA, United States | $485,479,513 | |
|
NWK GROUP, INC.
CRD 124186
|
SAN FRANCISCO, CA, United States | $485,294,706 | |
|
BRIDGER MANAGEMENT LLC
CRD 160738
|
NEW YORK, NY, United States | $485,241,877 | |
|
THE AMBRUS GROUP LLC
CRD 316761
|
TAMPA, FL, United States | $485,069,000 | |
|
JOHNSON & WHITE WEALTH MANAGEMENT LLC
CRD 169795
|
YORK, PA, United States | $484,628,943 |