Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FORZA WEALTH MANAGEMENT, LLC
CRD 281075
|
SARASOTA, FL, United States | $422,357,338 | |
|
CONGRESS PARK CAPITAL LLC
CRD 150309
|
SARATOGA SPRINGS, NY, United States | $422,313,266 | |
|
ADIRONDACK CAPITAL ADVISORS, LLC
CRD 133305
|
SYRACUSE, NY, United States | $422,261,355 | |
|
ONCE CAPITAL MANAGEMENT, LLC
CRD 289714
|
NEW YORK, NY, United States | $422,142,855 | |
|
THE ESTATE PLANNERS GROUP LLC
CRD 124418
|
YARDLEY, PA, United States | $422,065,000 | |
|
INVESTMENT PLANNING ADVISORS
CRD 299212
|
CUMMING, GA, United States | $421,695,801 | |
|
PRIMETRUST ADVISORS LLC
CRD 141625
|
GREENVILLE, SC, United States | $421,567,644 | |
|
CAVALIER INVESTMENTS, LLC
CRD 281201
|
ALPHARETTA, GA, United States | $421,361,387 | |
|
JGB CAPITAL MANAGEMENT L.P.
CRD 163658
|
WESTPORT, CT, United States | $421,041,047 | |
|
GIVERNY CAPITAL ADVISORS LLC
CRD 150123
|
PRINCETON, NJ, United States | $420,913,533 | |
|
ODYSSEY GROUP LLC
CRD 336636
|
LANCASTER, PA, United States | $420,889,484 | |
|
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
CRD 104612
|
MONROE, LA, United States | $420,819,606 | |
|
RUBICON ADVISORS, GP
CRD 174447
|
REDDING, CA, United States | $420,724,128 | |
|
METAVASI CAPITAL LP
CRD 311581
|
LARCHMONT, NY, United States | $420,591,323 | |
|
FRONT ROW ADVISORS LLC
CRD 269910
|
TIBURON, CA, United States | $420,428,246 | |
|
ACIMA PRIVATE WEALTH LLC
CRD 281496
|
RICHMOND, VA, United States | $420,356,892 | |
|
GENESEE CAPITAL ADVISORS, LLC
CRD 167353
|
AUBURN, NY, United States | $420,339,749 | |
|
ALKEME WEALTH, LLC
CRD 143420
|
SCOTTSDALE, AZ, United States | $420,187,982 | |
|
CASCADE INVESTMENT GROUP, INC.
CRD 35844
|
COLORADO SPRINGS, CO, United States | $419,864,095 | |
|
POINT BRIDGE CAPITAL, LLC
CRD 168071
|
FORT WORTH, TX, United States | $419,689,382 | |
|
HOLLANDER ASSET MANAGEMENT LLC
CRD 150343
|
MIAMI, FL, United States | $419,680,674 | |
|
POTRERO CAPITAL RESEARCH, LLC
CRD 125909
|
SAN FRANCISCO, CA, United States | $419,641,644 | |
|
DIRECTED CAPITAL ADVISORS, LLC
CRD 162277
|
ST. PETERSBURG, FL, United States | $419,560,313 | |
|
ORIENTAL FINANCIAL SERVICES LLC
CRD 29753
|
SAN JUAN, PR, United States | $419,555,784 | |
|
R.W. ROGE & COMPANY, INC
CRD 104645
|
BOHEMIA, NY, United States | $419,458,150 | |
|
EMBLEM GROUP, L.P.
CRD 329533
|
BOSTON, MA, United States | $419,422,918 | |
|
HARLOW WEALTH MANAGEMENT, INC.
CRD 148315
|
VANCOUVER, WA, United States | $419,374,657 | |
|
RHODES INVESTMENT ADVISORS, INC.
CRD 114245
|
FORT WORTH, TX, United States | $419,244,652 | |
|
MOONTOWER ASSET MANAGEMENT LP
CRD 328999
|
AUSTIN, TX, United States | $419,199,841 | |
|
RIDGEWOOD INVESTMENTS LLC
CRD 121220
|
SPRINGFIELD, NJ, United States | $419,172,164 | |
|
SEABIRD FINANCIAL CORPORATION
CRD 284125
|
SAN DIEGO, CA, United States | $419,136,366 | |
|
WT WEALTH MANAGEMENT, LLC
CRD 169566
|
SCOTTSDALE, AZ, United States | $419,058,112 | |
|
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
|
BOSTON, MA, United States | $418,976,513 | |
|
P4G CAPITAL MANAGEMENT, LLC
CRD 300645
|
STATELINE, NV, United States | $418,958,043 | |
|
SILVER OAK ADVISORY GROUP, INC.
CRD 108298
|
PORTLAND, OR, United States | $418,936,075 | |
|
TRANSCE3ND LLC
CRD 317745
|
BUDA, TX, United States | $418,926,290 | |
|
ONE OAK CAPITAL MANAGEMENT, LLC
CRD 170339
|
PURCHASE, NY, United States | $418,535,463 | |
|
ALPHA LEONIS PARTNERS, LLC
CRD 314560
|
WAYNE, PA, United States | $418,426,997 | |
|
LINCOLN CAPITAL CORPORATION
CRD 109922
|
EAST GREENWICH, RI, United States | $418,266,246 | |
|
ASPECT PARTNERS, LLC
CRD 307273
|
FAIRFAX, VA, United States | $418,184,288 | |
|
MILLER VALUE PARTNERS, LLC
CRD 110632
|
SARASOTA, FL, United States | $418,183,811 | |
|
SEAPORT CAPITAL, LLC
CRD 160734
|
NEW YORK, NY, United States | $418,165,390 | |
|
MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD 337870
|
SHELBY, NC, United States | $418,000,000 | |
|
QUANTUM PRIVATE WEALTH, LLC
CRD 307358
|
TAMPA, FL, United States | $417,996,028 | |
|
ONEX CREDIT ADVISOR, LLC
CRD 330076
|
ENGLEWOOD CLIFFS, NJ, United States | $417,847,630 | |
|
FRUTH INVESTMENT MANAGEMENT
CRD 107273
|
HOUSTON, TX, United States | $417,815,629 | |
|
HONTE ADVISORS LLC
CRD 308341
|
BERKELEY, CA, United States | $417,664,646 | |
|
ARTIST CAPITAL MANAGEMENT LLC
CRD 296835
|
NEW YORK, NY, United States | $417,629,206 | |
|
FLATROCK WEALTH PARTNERS LLC
CRD 321777
|
NEWPORT BEACH, CA, United States | $417,582,237 | |
|
COQUINA PRIVATE WEALTH LLC
CRD 333615
|
PORT CHARLOTTE, FL, United States | $417,576,947 |