Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP
CRD 288555
|
GREENWICH, CT, United States | $299,485,528 | |
|
POLPO CAPITAL MANAGEMENT LLC
CRD 323907
|
$299,468,093 | ||
|
SPWM ADVISORS LLC
CRD 328977
|
TRAVERSE CITY, MI, United States | $299,456,317 | |
|
MQS MANAGEMENT, LLC
CRD 161238
|
NEW YORK, NY, United States | $299,356,808 | |
|
PETERSON FINANCIAL GROUP, INC.
CRD 169519
|
DES MOINES, IA, United States | $299,196,453 | |
|
HAMRICK INVESTMENT COUNSEL, LLC
CRD 116314
|
SEATTLE, WA, United States | $299,151,958 | |
|
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
|
UPPER ARLINGTON, OH, United States | $299,142,929 | |
|
SOUTHWIND ASSOCIATES OF NJ INC.
CRD 110371
|
$299,124,982 | ||
|
GATEPASS CAPITAL, LLC
CRD 329404
|
INDEPENDENCE, OH, United States | $299,113,006 | |
|
GENESIA INVESTMENTS LLC
CRD 329661
|
$299,078,538 | ||
|
RIVERPARK CAPITAL MANAGEMENT LLC
CRD 150798
|
NEW YORK, NY, United States | $299,000,000 | |
|
DOVETAIL FINANCIAL GROUP LLC
CRD 311298
|
WILMINGTON, NC, United States | $298,927,453 | |
|
ROUBAIX CAPITAL, LLC
CRD 269879
|
DENVER, CO, United States | $298,904,244 | |
|
SEARCH FUND ACCELERATOR, LLC
CRD 281491
|
NEW ORLEANS, LA, United States | $298,889,000 | |
|
PHYSICIAN WEALTH SOLUTIONS INC.
CRD 151570
|
$298,874,272 | ||
|
OSMOSIS INVESTMENT MANAGEMENT US LLC
CRD 283049
|
LONDON, United Kingdom | $298,870,081 | |
|
AQUA ADVISORS LLC
CRD 285399
|
$298,810,311 | ||
|
VENEROSO WEALTH MANAGEMENT INC.
CRD 342014
|
WOODBURY, NY, United States | $298,792,338 | |
|
CRESCENT HILL PARTNERS LLC
CRD 166276
|
SARATOGA SPRINGS, NY, United States | $298,756,272 | |
|
CORE CAPITAL MANAGEMENT AND RESEARCH INC.
CRD 146285
|
HOUSTON, TX, United States | $298,755,605 | |
|
GS GAMMA ADVISORS, LLC
CRD 135424
|
NEW YORK, NY, United States | $298,592,251 | |
|
AVID WEALTH PARTNERS, LLC
CRD 323124
|
SAN ANTONIO, TX, United States | $298,534,409 | |
|
CONSELLO MANAGEMENT LP
CRD 317399
|
NEW YORK, NY, United States | $298,529,764 | |
|
BOWERS WEALTH MANAGEMENT, INC.
CRD 145476
|
GLENBROOK, NV, United States | $298,517,625 | |
|
SARISSA CAPITAL MANAGEMENT LP
CRD 167244
|
GREENWICH, CT, United States | $298,342,350 | |
|
TREND TRADE PRO, LLC
CRD 328383
|
PASADENA, CA, United States | $298,313,852 | |
|
KAILASA CAPITAL MANAGEMENT LLC
CRD 286159
|
PITTSBURGH, PA, United States | $298,265,753 | |
|
UNISON ASSET MANAGEMENT LLC
CRD 288249
|
AVENTURA, FL, United States | $298,201,516 | |
|
INTERWEALTH MANAGEMENT, LLC
CRD 155597
|
SCOTTSDALE, AZ, United States | $298,005,781 | |
|
MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
|
GREENWOOD VILLAGE, CO, United States | $297,993,524 | |
|
INNOVATIVE ASSET ADVISORS GROUP, LLC
CRD 336773
|
SHELTON, CT, United States | $297,932,861 | |
|
WRENNE FINANCIAL PLANNING LLC
CRD 173029
|
$297,914,898 | ||
|
ITS ASSET MANAGEMENT LP
CRD 106977
|
NORTH HAVEN, CT, United States | $297,803,611 | |
|
AVOS CAPITAL MANAGEMENT, LLC
CRD 313979
|
DARIEN, CT, United States | $297,797,612 | |
|
STERN CAPITAL MANAGEMENT, INC.
CRD 124405
|
OLD BRIDGE, NJ, United States | $297,660,237 | |
|
STERLING BAY CAPITAL ADVISERS, LLC
CRD 172242
|
CHICAGO, IL, United States | $297,640,745 | |
|
MERCATOR MANAGEMENT (USA) LP
CRD 318911
|
PRINCETON, NJ, United States | $297,631,649 | |
|
ANANYM CAPITAL MANAGEMENT, LP
CRD 332320
|
NEW YORK, NY, United States | $297,607,139 | |
|
TAP ROOT CAPITAL MANAGEMENT LP
CRD 334936
|
SUMMIT, NJ, United States | $297,287,232 | |
|
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD 306068
|
TEMPE, AZ, United States | $297,272,886 | |
|
OPINICUS CAPITAL, INC.
CRD 168344
|
TAMPA, FL, United States | $297,062,482 | |
|
TANDEMGROWTH FINANCIAL ADVISORS, LLC
CRD 125490
|
ALPHARETTA, GA, United States | $297,000,214 | |
|
CALDER INVESTMENT ADVISORS
CRD 143973
|
ADA, MI, United States | $297,000,000 | |
|
CAISSA WEALTH STRATEGIES, LLC
CRD 150458
|
BLOOMINGTON, MN, United States | $296,976,582 | |
|
STERLING CAPITAL MANAGEMENT INC
CRD 106822
|
BROOKFIELD, WI, United States | $296,946,819 | |
|
PRING/TURNER CAPITAL GROUP, INC.
CRD 110931
|
ALAMO, CA, United States | $296,933,050 | |
|
BEACON FINANCIAL ADVISORS LTD
CRD 106164
|
HOUSTON, TX, United States | $296,912,883 | |
|
HIGH TRAIL CAPITAL LP
CRD 305245
|
HOBOKEN, NJ, United States | $296,893,000 | |
|
MATTERS CAPITAL LLC
CRD 333776
|
CORAL GABLES, FL, United States | $296,786,932 | |
|
ADW CAPITAL MANAGEMENT LLC
CRD 175486
|
$296,780,492 |