Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FISCHER INVESTMENT GROUP, INC.
CRD 110966
|
PITTSFORD, NY, United States | $437,897,844 | |
|
ACCESS FINANCIAL SERVICES, INC.
CRD 115361
|
MINNEAPOLIS, MN, United States | $437,789,551 | |
|
SKYLAR CAPITAL MANAGEMENT LP
CRD 341413
|
HOUSTON, TX, United States | $437,682,289 | |
|
LLOYD ADVISORY SERVICES, LLC
CRD 150582
|
SUWANEE, GA, United States | $437,641,211 | |
|
NOTE ADVISORS, LLC
CRD 171466
|
BUFFALO, NY, United States | $436,965,505 | |
|
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
CRD 134510
|
FAIRFIELD, CT, United States | $436,943,333 | |
|
PEACHTREE WEALTH ADVISORS, INC
CRD 139779
|
ATLANTA, GA, United States | $436,786,765 | |
|
PFG INVESTMENTS, LLC
CRD 289256
|
JACKSONVILLE, OR, United States | $436,767,591 | |
|
FOGEL CAPITAL MANAGEMENT INC
CRD 108212
|
STUART, FL, United States | $436,744,000 | |
|
NDURE GLOBAL LLC
CRD 327280
|
$436,650,153 | ||
|
AUGUST WEALTH ADVISORS LLC
CRD 339322
|
WESTPORT, CT, United States | $436,607,068 | |
|
BLUEPRINT INVESTING LLC
CRD 151422
|
SAN FRANCISCO, CA, United States | $436,337,658 | |
|
WESTEND CAPITAL MANAGEMENT, LLC.
CRD 120545
|
SAUSALITO, CA, United States | $436,222,715 | |
|
FINANCIAL ASSET MANAGEMENT CORP
CRD 106643
|
CHAPPAQUA, NY, United States | $436,155,418 | |
|
RAVENSWOOD PARTNERS LP
CRD 327106
|
MCLEAN, VA, United States | $436,146,000 | |
|
CHAPEL HILL INVESTMENT ANALYSTS INC
CRD 109511
|
GREENSBURG, PA, United States | $435,952,707 | |
|
MUHLENKAMP & CO INC
CRD 110787
|
WEXFORD, PA, United States | $435,829,498 | |
|
OFF ROAD CAPITAL MANAGEMENT LLC
CRD 285344
|
NEW YORK, NY, United States | $435,755,223 | |
|
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
CRD 335307
|
TAMPA, FL, United States | $435,642,652 | |
|
PFS PARTNERS, LLC
CRD 147872
|
MINE HILL, NJ, United States | $435,637,246 | |
|
PRINCETON CAPITAL MANAGEMENT LLC
CRD 113926
|
RED BANK, NJ, United States | $435,479,718 | |
|
ADVISORTRUST PARTNERS, LLC
CRD 304967
|
RALEIGH, NC, United States | $435,290,041 | |
|
FUNDSMITH PARTNERS US LLC
CRD 343726
|
STAMFORD, CT, United States | $435,284,710 | |
|
MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
|
THOMASVILLE, GA, United States | $435,276,308 | |
|
VCI WEALTH MANAGEMENT LLC
CRD 324833
|
SAINT LOUIS, MO, United States | $435,258,041 | |
|
FAMILY CAPITAL MANAGEMENT, INC.
CRD 111230
|
GRAND RAPIDS, MI, United States | $435,118,171 | |
|
HORRELL CAPITAL MANAGEMENT, INC.
CRD 115711
|
LITTLE ROCK, AR, United States | $435,070,554 | |
|
BRANDON FINANCIAL PLANNING, INC.
CRD 110267
|
MEMPHIS, TN, United States | $434,931,410 | |
|
SEVEN FLEET CAPITAL MANAGEMENT LP
CRD 335203
|
$434,581,362 | ||
|
CARMEL CAPITAL PARTNERS, LLC
CRD 123907
|
SAN DIEGO, CA, United States | $434,260,039 | |
|
COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937
|
EAST PETERSBURG, PA, United States | $434,121,769 | |
|
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
CRD 15356
|
NEW YORK, NY, United States | $434,066,569 | |
|
SPARK INVESTMENT MANAGEMENT LLC
CRD 160815
|
NEW YORK, NY, United States | $433,921,114 | |
|
SESTANTE WEALTH MANAGEMENT, LLC
CRD 335152
|
CORONADO, CA, United States | $433,884,051 | |
|
PLAN A WEALTH, LLC
CRD 287860
|
LINCOLN, NE, United States | $433,790,573 | |
|
ALIGN FINANCIAL, LLC
CRD 309238
|
HERMANTOWN, MN, United States | $433,731,160 | |
|
L1 CAPITAL GLOBAL INC.
CRD 310223
|
MIAMI BEACH, FL, United States | $433,624,735 | |
|
SANTORI & PETERS, INC.
CRD 105978
|
CANONSBURG, PA, United States | $433,499,220 | |
|
WAYPOINT WEALTH COUNSEL LLC
CRD 171822
|
ATLANTA, GA, United States | $433,270,715 | |
|
NEOSTELLAR ADVISORS LLC
CRD 343216
|
NEW YORK, NY, United States | $433,266,156 | |
|
GREENBRIDGE PARTNERS LLC
CRD 304445
|
LAKELAND, FL, United States | $433,127,053 | |
|
ALPHACENTRIC ADVISORS LLC
CRD 170679
|
SAN JUAN, PR, United States | $433,084,612 | |
|
BGV VC MANAGEMENT LLC
CRD 298473
|
MENLO PARK, CA, United States | $432,997,312 | |
|
REGENTS PARK FUNDS, LLC
CRD 284684
|
IRVINE, CA, United States | $432,967,118 | |
|
FACTION VENTURES, LLC
CRD 318821
|
PALO ALTO, CA, United States | $432,631,544 | |
|
COTULLA HOLDINGS LLC
CRD 330008
|
$432,500,000 | ||
|
LISANTI CAPITAL GROWTH LLC
CRD 130023
|
NEW YORK, NY, United States | $432,491,222 | |
|
ENGAGED CAPITAL, LLC
CRD 161251
|
NEWPORT BEACH, CA, United States | $432,294,709 | |
|
THIRD NORTH CAPITAL LP
CRD 285348
|
NEW YORK, NY, United States | $432,204,482 | |
|
TRED AVON FAMILY WEALTH, LLC
CRD 174115
|
EASTON, MD, United States | $431,932,028 |