Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PROSPERA CAPITAL MANAGEMENT, LLC
CRD 330390
|
$343,948,958 | ||
|
PACHIRA INVESTMENTS, INC.
CRD 164405
|
DANA POINT, CA, United States | $343,928,504 | |
|
BOURNE LENT ASSET MANAGEMENT, INC.
CRD 111114
|
PAWLING, NY, United States | $343,920,884 | |
|
CAMBRIAN CAPITAL MANAGEMENT, L.L.C.
CRD 324623
|
NEWTOWN SQUARE, PA, United States | $343,834,003 | |
|
SHE DDF1 MANAGER LLC
CRD 305314
|
COCONUT GROVE, FL, United States | $343,828,365 | |
|
PATHFINDER 360 MANAGEMENTCO, LLC
CRD 319211
|
MINNETONKA, MN, United States | $343,763,326 | |
|
GARDEN CITY MANAGEMENT, LLC
CRD 310518
|
CHARLOTTE, NC, United States | $343,753,242 | |
|
ATTESSA CAPITAL LLC
CRD 306827
|
TUCSON, AZ, United States | $343,547,948 | |
|
M GROUP INVESTMENT ADVISOR, LLC
CRD 160128
|
$343,542,596 | ||
|
FORMULA GROWTH LIMITED
CRD 163245
|
MONTREAL, Canada | $343,483,208 | |
|
FORMULA GROWTH MANAGEMENT CORP
CRD 285005
|
NEW YORK, NY, United States | $343,483,208 | |
|
VICTRIX INVESTMENT ADVISORS LLC
CRD 167517
|
STUART, FL, United States | $343,341,162 | |
|
VERTRIX WEALTH MANAGEMENT, LLC
CRD 339547
|
TROY, MI, United States | $343,192,521 | |
|
COORDINATED FINANCIAL PLANNING CORP
CRD 105143
|
CINCINNATI, OH, United States | $343,168,985 | |
|
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD 291599
|
WEST TISBURY, MA, United States | $342,913,476 | |
|
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
CRD 324173
|
WESTLAKE VILLAGE, CA, United States | $342,843,364 | |
|
CAPSTONE INVESTMENT GROUP, LLC
CRD 159918
|
OLYMPIA, WA, United States | $342,736,000 | |
|
BALLAST FINANCIAL ADVISORS, LLC
CRD 304430
|
WEST CHESTER, PA, United States | $342,648,784 | |
|
AUGMENT ADVISORS, LLC
CRD 335130
|
AUSTIN, TX, United States | $342,636,254 | |
|
MBA ADVISORS LLC
CRD 168073
|
HERMITAGE, PA, United States | $342,613,223 | |
|
DIAMETER DCF ADVISOR LLC
CRD 335395
|
NEW YORK, NY, United States | $342,551,336 | |
|
ATHENA INVESTMENT MANAGEMENT
CRD 106542
|
$342,122,662 | ||
|
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
CRD 105959
|
MEMPHIS, TN, United States | $342,051,314 | |
|
M3 ADVISORY GROUP, LLC
CRD 156208
|
$342,000,000 | ||
|
LEGACY BEYOND WEALTH LLC
CRD 328708
|
$342,000,000 | ||
|
CHICAGO ATLANTIC BDC ADVISERS, LLC
CRD 312723
|
NEW YORK, NY, United States | $341,996,454 | |
|
EAGLEBROOK ADVISORS, INC.
CRD 304438
|
NEW YORK, NY, United States | $341,960,847 | |
|
BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
|
WEST DES MOINES, IA, United States | $341,954,728 | |
|
STEELHEAD WEALTH MANAGEMENT LLC
CRD 338410
|
GLEN ALLEN, VA, United States | $341,895,056 | |
|
J. HAGAN CAPITAL, INC.
CRD 168467
|
LOUISVILLE, KY, United States | $341,762,266 | |
|
SECOND 50 FINANCIAL LLC
CRD 318626
|
MANHATTAN BEACH, CA, United States | $341,645,342 | |
|
PETROS FAMILY WEALTH, LLC
CRD 324059
|
BLOOMINGTON, MN, United States | $341,596,465 | |
|
ASTRA CAPITAL MANAGEMENT LLC
CRD 284265
|
WASHINGTON, DC, United States | $341,537,692 | |
|
ERGAWEALTH ADVISORS, INC.
CRD 290030
|
OAK BROOK, IL, United States | $341,500,000 | |
|
BLUE INVESTMENT MANAGEMENT, LLC
CRD 318610
|
MIAMI BEACH, FL, United States | $341,389,254 | |
|
THOMAS WRIGHT ASSET MANAGEMENT, INC.
CRD 105192
|
SAN JUAN, PR, United States | $341,270,603 | |
|
AVILA RE CAPITAL, LLC
CRD 325431
|
CORTE MADERA, CA, United States | $341,232,889 | |
|
FARRINGDON ASSET MANAGEMENT PTE LTD
CRD 290461
|
SINGAPORE, SINGAPORE, Singapore | $341,208,194 | |
|
TIEMANN INVESTMENT ADVISORS, LLC
CRD 125360
|
MENLO PARK, CA, United States | $341,143,700 | |
|
EUKLES ASSET MANAGEMENT, LLC
CRD 156649
|
CINCINNATI, OH, United States | $341,096,800 | |
|
CARROLL ADVISORY GROUP, LLC
CRD 334565
|
TEXARKANA, TX, United States | $341,058,157 | |
|
REICHARD CAPITAL, LLC
CRD 305695
|
CHARLOTTE, NC, United States | $341,048,577 | |
|
RM PRIVATE WEALTH MANAGEMENT INC.
CRD 300082
|
MIAMI, FL, United States | $340,883,458 | |
|
WEYBOSSET RESEARCH & MANAGEMENT, LLC
CRD 108047
|
PROVIDENCE, RI, United States | $340,854,267 | |
|
PREMIA GLOBAL ADVISORS, LLC
CRD 282426
|
CORAL GABLES, FL, United States | $340,818,253 | |
|
CAP SIX ADVISORS LLC
CRD 325164
|
HOUSTON, TX, United States | $340,816,273 | |
|
PHILLIPS WEALTH PLANNERS LLC
CRD 319226
|
STARKVILLE, MS, United States | $340,794,278 | |
|
FELDMAN JEFFREY MARK
CRD 107956
|
$340,628,516 | ||
|
MELODEON CAPITAL PARTNERS, LP
CRD 300896
|
MIAMI, FL, United States | $340,570,051 | |
|
SCHOLTZ & COMPANY, L.L.C.
CRD 107363
|
STAMFORD, CT, United States | $340,511,697 |