Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
JUNIPER INVESTMENT COMPANY, LLC
CRD 170814
|
NEW YORK, NY, United States | $451,117,114 | |
|
KINETIC INVESTMENT MANAGEMENT, INC.
CRD 283034
|
LOS ANGELES, CA, United States | $450,922,928 | |
|
IFC PERSONAL MONEY MANAGERS, INC.
CRD 126344
|
NEW YORK, NY, United States | $450,896,430 | |
|
ENZI WEALTH, LLC
CRD 315457
|
AUSTIN, TX, United States | $450,883,694 | |
|
HAVENCREST CAPITAL MANAGEMENT, LLC
CRD 287944
|
DALLAS, TX, United States | $450,740,950 | |
|
STONECOURT CAPITAL LP
CRD 286234
|
NEW YORK, NY, United States | $450,500,358 | |
|
M1 CAPITAL MANAGEMENT
CRD 158269
|
TROY, MI, United States | $450,372,440 | |
|
NOLAN MANAGEMENT LLC
CRD 312637
|
HERMOSA BEACH, CA, United States | $450,364,715 | |
|
TIMONIER FAMILY OFFICE, LTD.
CRD 150748
|
WINSTON SALEM, NC, United States | $450,303,587 | |
|
GLOBAL TRUST ASSET MANAGEMENT, LLC
CRD 143120
|
PALM BEACH GARDENS, FL, United States | $450,243,060 | |
|
WATEREQUITY LLC
CRD 281955
|
KANSAS CITY, MO, United States | $450,164,269 | |
|
PERRY CAPITAL PARTNERS LLC
CRD 312808
|
$450,000,000 | ||
|
MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
|
OKLAHOMA CITY, OK, United States | $449,942,478 | |
|
CAPITAL SQUARE, LLC
CRD 286098
|
ATHENS, TN, United States | $449,867,352 | |
|
HAZARD & SIEGEL ADVISORY SERVICES LLC
CRD 151462
|
DEWITT, NY, United States | $449,795,352 | |
|
GUIDANCE CAPITAL, INC.
CRD 323541
|
LOUISVILLE, KY, United States | $449,768,688 | |
|
MUSTARD SEED FINANCIAL, LLC
CRD 117737
|
MAGNOLIA, AR, United States | $449,395,972 | |
|
QUAKER WEALTH MANAGEMENT LLC
CRD 284546
|
MOORESTOWN, NJ, United States | $449,277,262 | |
|
SILVERLEAFE CAPITAL PARTNERS, LLC
CRD 133174
|
GERMANTOWN, TN, United States | $449,228,264 | |
|
MONEYWISE INC
CRD 105103
|
FOREST, VA, United States | $449,210,824 | |
|
AVANT MANAGEMENT LLC
CRD 330991
|
DENVER, CO, United States | $449,012,484 | |
|
NIKULSKI FINANCIAL, INC.
CRD 151569
|
BETTENDORF, IA, United States | $448,977,741 | |
|
SQUARE CIRCLE IA LP
CRD 312718
|
BOSTON, MA, United States | $448,908,446 | |
|
WESTBOURNE INVESTMENT ADVISORS INC.
CRD 144571
|
ANNAPOLIS, MD, United States | $448,793,999 | |
|
MAIN LINE RETIREMENT ADVISORS, LLC
CRD 284780
|
WHITEFISH, MT, United States | $448,606,506 | |
|
DARBY INTERNATIONAL CAPITAL LLC
CRD 310826
|
$448,410,685 | ||
|
OSPREY PRIVATE WEALTH LLC
CRD 331295
|
NEW YORK, NY, United States | $448,377,625 | |
|
HARBOUR GROUP INDUSTRIES, INC.
CRD 160634
|
ST. LOUIS, MO, United States | $448,321,000 | |
|
MERIT CAPITAL PARTNERS VI, LLC
CRD 341399
|
CHICAGO, IL, United States | $448,206,508 | |
|
ADKINS SEALE CAPITAL MANAGEMENT LLC
CRD 166749
|
SHREVEPORT, LA, United States | $448,179,388 | |
|
YOUR ADVOCATES, LTD., LLP
CRD 138612
|
HOUSTON, TX, United States | $448,131,083 | |
|
CADENCE WEALTH MANAGEMENT LLC
CRD 155080
|
WESTBOROUGH, MA, United States | $447,975,000 | |
|
HARDIN CAPITAL PARTNERS, LLC
CRD 153023
|
GREENVILLE, SC, United States | $447,791,626 | |
|
KERRISDALE ADVISERS, LLC
CRD 160804
|
MIAMI BEACH, FL, United States | $447,769,865 | |
|
ADE, LLC
CRD 168345
|
BALTIMORE, MD, United States | $447,507,954 | |
|
PETRA FINANCIAL ADVISORS INC
CRD 107196
|
COLORADO SPRINGS, CO, United States | $447,237,190 | |
|
FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
|
WOBURN, MA, United States | $447,232,172 | |
|
STEPHENSON AND COMPANY, INC.
CRD 111453
|
SAN CLEMENTE, CA, United States | $446,981,303 | |
|
LESLIE GLOBAL WEALTH, LLC
CRD 128202
|
ITASCA, IL, United States | $446,848,773 | |
|
UNITED ADVISORS AMERICA CORPORATION
CRD 147350
|
PROSPER, TX, United States | $446,510,913 | |
|
WEALTH NAVIGATION, LLC
CRD 140612
|
CENTERVILLE, UT, United States | $446,281,743 | |
|
L. K. BENSON & COMPANY, P.C.
CRD 107908
|
TIMONIUM, MD, United States | $446,232,124 | |
|
BRACCO ASSET MANAGEMENT, LP
CRD 326536
|
PURCHASE, NY, United States | $446,023,004 | |
|
PEAK WEALTH MANAGEMENT, LLC
CRD 166944
|
PLYMOUTH, MI, United States | $446,000,000 | |
|
DRC INVESTMENT ADVISORS, LLC
CRD 332680
|
SANTA MONICA, CA, United States | $446,000,000 | |
|
ROBERTS WEALTH ADVISORS, LLC
CRD 308827
|
MENLO PARK, CA, United States | $445,994,091 | |
|
BEATON MANAGEMENT CO INC
CRD 104728
|
HAVERHILL, MA, United States | $445,694,434 | |
|
BRIGHAM ROYALTIES MANAGEMENT, LLC
CRD 333329
|
AUSTIN, TX, United States | $445,632,313 | |
|
ARCADIA WEALTH MANAGEMENT, LLC
CRD 284925
|
MANCHESTER, NH, United States | $445,515,434 | |
|
MINDSET WEALTH MANAGEMENT, LLC
CRD 330384
|
INDIANAPOLIS, IN, United States | $445,495,566 |