Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MUTIMA CAPITAL MANAGEMENT LLC
CRD 284629
|
NEW YORK, NY, United States | $337,410,349 | |
|
LENK LADNER INVESTMENT SOLUTIONS LLC
CRD 109927
|
OSTERVILLE, MA, United States | $337,349,864 | |
|
WASATCH VENTURE MANAGEMENT, LLC
CRD 326762
|
LOGAN, UT, United States | $337,284,557 | |
|
BLUEDOOR PRIVATE WEALTH, LLC
CRD 301907
|
BEVERLY, MA, United States | $337,266,388 | |
|
EVOLUTION ADVISERS, INC.
CRD 149615
|
RICHMOND, VA, United States | $337,176,397 | |
|
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC
CRD 315485
|
CHEVY CHASE, MD, United States | $337,118,458 | |
|
THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
|
KNOXVILLE, TN, United States | $337,080,829 | |
|
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
CRD 110739
|
CHICAGO, IL, United States | $337,052,098 | |
|
WASHINGTON AVENUE ADVISORS, LLC
CRD 307002
|
LANSING, MI, United States | $336,947,656 | |
|
VALSPRING CAPITAL MANAGEMENT, LP
CRD 318288
|
$336,927,417 | ||
|
NEW CATALYST STRATEGIC PARTNERS, LLC
CRD 332967
|
WASHINGTON, DC, United States | $336,854,335 | |
|
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
|
PORTLAND, OR, United States | $336,851,857 | |
|
VESTURA, LLC
CRD 142926
|
HOBART, WI, United States | $336,749,300 | |
|
EVERSTAR ASSET MANAGEMENT, LLC
CRD 313334
|
MOORESVILLE, NC, United States | $336,741,565 | |
|
WRAPMANAGER INC
CRD 108834
|
MILL VALLEY, CA, United States | $336,736,592 | |
|
KILNER CAPITAL ADVISORS, LLC
CRD 139521
|
GAITHERSBURG, MD, United States | $336,667,723 | |
|
ALTERNA CAPITAL PARTNERS LLC
CRD 156954
|
$336,551,414 | ||
|
JOURNEY FINANCIAL GROUP, INC.
CRD 123565
|
BUFFALO GROVE, IL, United States | $336,499,623 | |
|
ADG WEALTH MANAGEMENT GROUP, LLC
CRD 132341
|
METAIRIE, LA, United States | $336,337,565 | |
|
RPS RETIREMENT PLAN ADVISORS
CRD 319220
|
AUSTIN, TX, United States | $336,297,196 | |
|
COLONY CAPITAL INVESTMENT ADVISORS, LLC
CRD 175506
|
BOCA RATON, FL, United States | $336,204,726 | |
|
LONESTAR REGISTERED INVESTMENT ADVISORS, LLC
CRD 144200
|
LUBBOCK, TX, United States | $336,173,599 | |
|
CAPITAL IDEAS, LLC
CRD 114352
|
DALLAS, TX, United States | $336,171,763 | |
|
AGATE PASS INVESTMENT MANAGEMENT, LLC
CRD 155049
|
BAINBRIDGE ISLAND, WA, United States | $336,046,126 | |
|
LOON LAKE CAPITAL MANAGEMENT LP
CRD 339830
|
BOSTON, MA, United States | $336,024,596 | |
|
TVFP, LLC
CRD 341732
|
MERIDIAN, ID, United States | $336,024,013 | |
|
COGENT STRATEGIC WEALTH LLC
CRD 152715
|
CHICAGO, IL, United States | $336,022,621 | |
|
INTREPID INVESTMENT MANAGEMENT, LLC
CRD 192522
|
HOUSTON, TX, United States | $335,966,531 | |
|
LEH III MANAGEMENT LLC
CRD 341093
|
ENGLEWOOD, CO, United States | $335,907,163 | |
|
BENNETT SELBY INVESTMENTS LIMITED PARTNERSHIP
CRD 137075
|
$335,870,177 | ||
|
SHARED VISION WEALTH GROUP, LLC
CRD 325000
|
$335,855,199 | ||
|
PEACHTREE INVESTMENT PARTNERS, LLC
CRD 142839
|
$335,811,989 | ||
|
CROSS RAPIDS CAPITAL LP
CRD 313143
|
NEW YORK, NY, United States | $335,782,125 | |
|
FIRST DALLAS SECURITIES, INC.
CRD 24549
|
DALLAS, TX, United States | $335,711,026 | |
|
APRICUS WEALTH LLC
CRD 306239
|
BEAUFORT, SC, United States | $335,686,442 | |
|
MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621
|
KANSAS CITY, MO, United States | $335,631,447 | |
|
SEIX CLO MANAGEMENT LLC
CRD 285354
|
PARK RIDGE, NJ, United States | $335,578,839 | |
|
PERSONAL FINANCIAL PROFILES INC
CRD 109327
|
CORAL SPRINGS, FL, United States | $335,290,835 | |
|
THE MENARD FINANCIAL GROUP, LLC
CRD 299404
|
HOUSTON, TX, United States | $335,259,277 | |
|
CION GROSVENOR MANAGEMENT, LLC
CRD 330199
|
NEW YORK, NY, United States | $335,200,901 | |
|
BVP MANAGEMENT COMPANY, LLC
CRD 307029
|
NEW YORK, NY, United States | $335,186,930 | |
|
TRISPERITY ADVISORS, LLC
CRD 142438
|
KATY, TX, United States | $335,172,917 | |
|
LIVET WEALTH, LLC
CRD 337826
|
SPANISH FORK, UT, United States | $335,074,789 | |
|
ARWA LLC
CRD 337220
|
FORT WORTH, TX, United States | $335,003,000 | |
|
PILLSBURY LAKE CAPITAL, LLC
CRD 328282
|
$334,945,991 | ||
|
GOTHAM GREEN PARTNERS, LLC
CRD 288771
|
SANTA MONICA, CA, United States | $334,766,429 | |
|
ABRA CAPITAL MANAGEMENT, LP
CRD 323353
|
SAN FRANCISCO, CA, United States | $334,730,631 | |
|
MOLLY B INVESTMENT GROUP LLC
CRD 150555
|
MARIETTA, GA, United States | $334,729,000 | |
|
WEIK CAPITAL MANAGEMENT, INC
CRD 107068
|
WYOMISSING, PA, United States | $334,697,063 | |
|
WEALTHHARBOR CAPITAL GROUP, LLC
CRD 118614
|
METAIRIE, LA, United States | $334,662,398 |