Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
EXCHANGE PLACE ADVISORS, LLC
CRD 125240
|
SUDBURY, MA, United States | $379,715,479 | |
|
IRONBRIDGE PRIVATE WEALTH, LLC
CRD 287714
|
AUSTIN, TX, United States | $379,680,244 | |
|
TRITON PACIFIC HEALTHCARE PARTNERS, LLC
CRD 329737
|
SAN JUAN CAPISTRANO, CA, United States | $379,622,227 | |
|
626 FINANCIAL, LLC
CRD 306474
|
PORTAGE, MI, United States | $379,600,318 | |
|
DARDEN WEALTH GROUP, INC
CRD 294926
|
ANN ARBOR, MI, United States | $379,556,400 | |
|
BRUCE & CO INC
CRD 104735
|
CHICAGO, IL, United States | $379,536,270 | |
|
RAINIER CAPITAL PARTNERS LP
CRD 315967
|
SEATTLE, WA, United States | $379,496,389 | |
|
CMG GLOBAL HOLDINGS, LLC
CRD 307513
|
PLANO, TX, United States | $379,373,540 | |
|
SIENA CAPITAL PARTNERS GP, LLC
CRD 162073
|
EVANSTON, IL, United States | $379,317,628 | |
|
KEYSTONE FINANCIAL SERVICES
CRD 310623
|
LOVELAND, CO, United States | $379,246,547 | |
|
ALL TERRAIN FINANCIAL ADVISORS, LLC
CRD 286683
|
COON RAPIDS, MN, United States | $379,178,566 | |
|
RUBENSTEIN PARTNERS, L.P.
CRD 156988
|
PHILADELPHIA, PA, United States | $378,900,000 | |
|
OUTLANDER MANAGEMENT, LLC
CRD 325268
|
$378,821,786 | ||
|
CAMBER PARTNERS MANAGEMENT LLC
CRD 309328
|
NEW YORK, NY, United States | $378,754,149 | |
|
SUN MOUNTAIN CAPITAL ADVISORS, LLC
CRD 151477
|
SANTA FE, NM, United States | $378,687,028 | |
|
MKT AND ASSOCIATES LLC
CRD 329889
|
TACOMA, WA, United States | $378,684,183 | |
|
LEGACY CG LLC
CRD 108541
|
PLANO, TX, United States | $378,648,551 | |
|
AGNELLO FINANCIAL GROUP, INC.
CRD 141522
|
WEST PALM BEACH, FL, United States | $378,642,582 | |
|
BOCA WEALTH ADVISORS, LLC
CRD 108038
|
BOCA RATON, FL, United States | $378,570,000 | |
|
PROSPECT PARTNERS ADVISORS LLC
CRD 317720
|
CHICAGO, IL, United States | $378,400,000 | |
|
HIDDEN LAKE ASSET MANAGEMENT LP
CRD 298209
|
NEW YORK, NY, United States | $378,263,704 | |
|
CENTURY EQUITY PARTNERS LLC
CRD 281939
|
BOSTON, MA, United States | $378,255,855 | |
|
PRITZKER ALTERNATIVE STRATEGIES LP
CRD 333671
|
CHICAGO, IL, United States | $378,253,638 | |
|
AUOUR INVESTMENTS LLC
CRD 173392
|
WOBURN, MA, United States | $378,007,116 | |
|
FREEDOM FINANCIAL PARTNERS LLC
CRD 327560
|
OAKDALE, MN, United States | $377,914,930 | |
|
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED
CRD 125142
|
TORONTO, ON, Canada | $377,824,711 | |
|
FINANCIAL ADVISORY PARTNERS, LLC
CRD 310914
|
WINTER PARK, FL, United States | $377,812,445 | |
|
ASHWORTH WEALTH, LLC
CRD 116950
|
SOUTH JORDAN, UT, United States | $377,751,050 | |
|
FAIRHAVEN FINANCIAL ADVISORY CORPORATION
CRD 124266
|
EAST LANSING, MI, United States | $377,639,674 | |
|
BREYTA CAPITAL PARTNERS LP
CRD 326510
|
BROOKLYN, NY, United States | $377,556,837 | |
|
PINVEST LLC
CRD 331586
|
CORAL GABLES, FL, United States | $377,489,336 | |
|
AXIS WEALTH PARTNERS, LLC
CRD 167122
|
EAST PROVIDENCE, RI, United States | $377,380,633 | |
|
FAMILY LEGACY, INC.
CRD 110945
|
GREENVILLE, SC, United States | $377,277,747 | |
|
ARROW INVESTMENT ADVISORS, LLC
CRD 139652
|
LAUREL, MD, United States | $377,259,942 | |
|
NEW RIVER FINANCIAL GROUP, LLC
CRD 283428
|
CHRISTIANSBURG, VA, United States | $377,087,213 | |
|
JPS FINANCIAL, LLC
CRD 169208
|
WESTLAKE, OH, United States | $377,049,752 | |
|
NORTHSTAR ADVISORY GROUP, LLC
CRD 306850
|
NORTHFIELD, NJ, United States | $377,038,369 | |
|
COMMONWEALTH RETIREMENT INVESTMENTS LLC
CRD 285998
|
RICHMOND, VA, United States | $377,033,190 | |
|
ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD 307997
|
VANCOUVER, WA, United States | $376,943,321 | |
|
VOLTERRA TECHNOLOGIES LP
CRD 306817
|
NEW YORK, NY, United States | $376,922,000 | |
|
OLDE WEALTH MANAGEMENT, LLC
CRD 308991
|
$376,861,627 | ||
|
GENOA WEALTH, LLC
CRD 341520
|
$376,694,495 | ||
|
STRATEGIC PLANNING, INC.
CRD 139648
|
COLUMBUS, OH, United States | $376,630,000 | |
|
ICW INVESTMENT ADVISORS, LLC
CRD 135081
|
SCOTTSDALE, AZ, United States | $376,600,000 | |
|
KLEINFELDER CAPITAL, INC.
CRD 289345
|
CINCINNATI, OH, United States | $376,572,585 | |
|
PALM DRIVE CAPITAL LLC
CRD 284014
|
NEW YORK, NY, United States | $376,386,304 | |
|
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
CRD 307581
|
PALO ALTO, CA, United States | $376,374,382 | |
|
CHRISTY CAPITAL MANAGEMENT, INC.
CRD 149313
|
MACON, GA, United States | $376,298,631 | |
|
CONCORDE FINANCIAL CORPORATION
CRD 105237
|
DALLAS, TX, United States | $376,213,522 | |
|
STONECREST WEALTH MANAGEMENT, INC
CRD 311404
|
CHANDLER, AZ, United States | $375,821,951 |