Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
HEITMAN INTERNATIONAL HK LIMITED
CRD 170550
|
CENTRAL HONG KONG, Hong Kong | $431,877,384 | |
|
ARGENTARII, LLC
CRD 332112
|
CINCINNATI, OH, United States | $431,869,342 | |
|
FSB PREMIER WEALTH MANAGEMENT, INC.
CRD 15898
|
WATERLOO, IA, United States | $431,742,786 | |
|
MRWM ADVISORS, LLC
CRD 288944
|
NASHVILLE, TN, United States | $431,661,454 | |
|
TRICORD ADVISORS, INC.
CRD 155749
|
RIVERSIDE, CA, United States | $431,532,037 | |
|
INTERMARKET CORPORATION
CRD 161833
|
NEW YORK, NY, United States | $431,517,751 | |
|
FOREWORD CAPITAL, LP
CRD 332205
|
SAN FRANCISCO, CA, United States | $431,489,489 | |
|
NBZ INVESTMENT ADVISORS, LLC
CRD 123902
|
KNOXVILLE, TN, United States | $431,161,080 | |
|
ETF PORTFOLIO PARTNERS, INC.
CRD 128366
|
LEAWOOD, KS, United States | $431,143,922 | |
|
PROSPECT FINANCIAL SERVICES LLC
CRD 314154
|
MELVILLE, NY, United States | $430,992,588 | |
|
MWM GROUP LLC
CRD 164123
|
CEDARHURST, NY, United States | $430,971,085 | |
|
REPUBLIC CAPITAL ADVISER LLC
CRD 316437
|
NEW YORK, NY, United States | $430,942,874 | |
|
CAUSEY PUBLIC FINANCE LLC
CRD 332123
|
$430,900,615 | ||
|
CUTLER CAPITAL MANAGEMENT LLC
CRD 107463
|
WORCESTER, MA, United States | $430,827,783 | |
|
STEADMONT ADVISORS, LLC
CRD 328882
|
BIRMINGHAM, AL, United States | $430,737,802 | |
|
ARROWROOT FAMILY OFFICE, LLC
CRD 168744
|
MARINA DEL REY, CA, United States | $430,684,413 | |
|
WHITE PINE CAPITAL LLC
CRD 108417
|
BLOOMINGTON, MN, United States | $430,613,034 | |
|
SWMG, LLC
CRD 166688
|
FORT WORTH, TX, United States | $430,361,910 | |
|
CASTLE WEALTH MANAGEMENT LLC
CRD 118364
|
BOYNTON BEACH, FL, United States | $430,064,189 | |
|
DIKER MANAGEMENT LLC
CRD 119786
|
NEW YORK, NY, United States | $430,004,756 | |
|
SOCHA FINANCIAL GROUP, LLC
CRD 299263
|
CORNING, NY, United States | $429,960,596 | |
|
POWER WEALTH MANAGEMENT LLC
CRD 315101
|
ALPHARETTA, GA, United States | $429,921,410 | |
|
INTEGRATED CAPITAL MANAGEMENT LLC
CRD 284766
|
BLOOMFIELD HILLS, MI, United States | $429,760,147 | |
|
COMPASS FINANCIAL GROUP, INC.
CRD 125186
|
DEERFIELD BEACH, FL, United States | $429,741,750 | |
|
NAVIGATE WEALTH MANAGEMENT, LLC
CRD 173770
|
BIRMINGHAM, AL, United States | $429,568,664 | |
|
SHAYNE & JACOBS, LLC
CRD 109423
|
NASHVILLE, TN, United States | $429,492,868 | |
|
QBOX FIDUCIARY SOLUTIONS, LLC
CRD 167622
|
FORT WAYNE, IN, United States | $429,174,633 | |
|
RADIAN INVESTMENT MANAGEMENT LLC
CRD 325109
|
NEW YORK, NY, United States | $428,851,000 | |
|
SQUARE WAVE CAPITAL LLC
CRD 318517
|
BROOKLYN, NY, United States | $428,833,000 | |
|
SYMPHONY FINANCIAL SERVICES, INC.
CRD 125058
|
AKRON, OH, United States | $428,700,951 | |
|
LAWSON KROEKER INVESTMENT MANAGEMENT INC
CRD 105053
|
OMAHA, NE, United States | $428,568,259 | |
|
SWMG HOLDINGS, LLC
CRD 285713
|
ATLANTA, GA, United States | $428,483,661 | |
|
BLUE WATER ASSET MANAGEMENT, LLC
CRD 175362
|
GRAND RAPIDS, MI, United States | $428,466,781 | |
|
LEGA Z ADVISORY LLC
CRD 297417
|
$428,424,779 | ||
|
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP
CRD 285361
|
NEW YORK, NY, United States | $428,363,829 | |
|
LONGWALL INVESTMENT PARTNERS, LLC
CRD 324336
|
WESTPORT, CT, United States | $428,187,059 | |
|
PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
|
OVERLAND PARK, KS, United States | $428,133,436 | |
|
HAVEN PRIVATE, LLC
CRD 329012
|
ORLANDO, FL, United States | $428,078,706 | |
|
CPC MANAGEMENT, LLC
CRD 313413
|
KANSAS CITY, MO, United States | $428,027,880 | |
|
KERUX, LLC
CRD 327724
|
GRANITE BAY, CA, United States | $428,000,000 | |
|
MCCARTER PRIVATE WEALTH SERVICES LLC
CRD 108191
|
BOSTON, MA, United States | $427,720,202 | |
|
CRUX CAPITAL LTD
CRD 149665
|
DALLAS, TX, United States | $427,647,890 | |
|
BELAY INVESTMENT GROUP, LLC
CRD 281985
|
SHERMAN OAKS, CA, United States | $427,478,214 | |
|
COORDINATED FINANCIAL SERVICES, INC.
CRD 147881
|
DENVER, CO, United States | $427,301,352 | |
|
SHEARWATER CAPITAL, LLC
CRD 115399
|
DENVER, CO, United States | $427,265,198 | |
|
SAG HARBOR CAPITAL MANAGEMENT, LLC
CRD 161490
|
GREAT NECK, NY, United States | $427,192,002 | |
|
O'DONNELL FINANCIAL SERVICES, LLC
CRD 172520
|
SAN RAFAEL, CA, United States | $427,050,449 | |
|
PROTIUM CAPITAL LIMITED
CRD 335585
|
HONG KONG, Hong Kong | $427,000,000 | |
|
CP CAPITAL (US) PARTNERS LP
CRD 158979
|
NEW YORK, NY, United States | $426,888,807 | |
|
CARE EQUITY CAPITAL MANAGEMENT, L.P.
CRD 312131
|
$426,850,000 |