Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
TURNER FINANCIAL GROUP, INC.
CRD 134204
|
PACE, FL, United States | $229,566,133 | |
|
VIMA, LLC
CRD 148833
|
TROY, MI, United States | $229,498,747 | |
|
FORMULATE FINANCIAL LLC
CRD 331026
|
$229,434,435 | ||
|
LONETREE CAPITAL, LLC
CRD 321784
|
NEW YORK, NY, United States | $229,332,608 | |
|
RIGHTWEALTH ADVISORS, LLC
CRD 300656
|
MIAMISBURG, OH, United States | $229,298,021 | |
|
BOOSTER, LLC
CRD 314629
|
BALTIMORE, MD, United States | $229,287,257 | |
|
STERLING INVESTMENT ADVISORS,LLC
CRD 117287
|
BOLIVAR, MO, United States | $229,251,945 | |
|
POWELL FINANCIAL, INC.
CRD 144230
|
CORNELIUS, NC, United States | $229,200,273 | |
|
ANTONELLI FINANCIAL ADVISORS, LLC
CRD 286452
|
GROSSE POINTE, MI, United States | $229,098,462 | |
|
VSV MANAGEMENT, LLC
CRD 317632
|
WEST PALM BEACH, FL, United States | $229,084,453 | |
|
GIDEON CAPITAL, LLC
CRD 337919
|
LOS ANGELES, CA, United States | $229,042,279 | |
|
HIPPOCRATIC FINANCIAL ADVISORS LLC
CRD 169481
|
WESTLAKE VILLAGE, CA, United States | $229,008,823 | |
|
REFLECTION ASSET MANAGEMENT, LLC
CRD 306663
|
$228,900,000 | ||
|
FORSYTH STREET ASSET MANAGEMENT LLC
CRD 310545
|
NEW YORK, NY, United States | $228,855,740 | |
|
HEMISPHERE PARTNERS LLC
CRD 136535
|
NEW YORK, NY, United States | $228,854,438 | |
|
DILATION CAPITAL MANAGEMENT LP
CRD 307862
|
NEW YORK, NY, United States | $228,831,821 | |
|
BAYESIAN CAPITAL MANAGEMENT, LP
CRD 283967
|
$228,803,076 | ||
|
CAMPION ASSET MANAGEMENT, LLC
CRD 134002
|
FAIRFAX, VA, United States | $228,802,834 | |
|
LSB CAPITAL MANAGEMENT, INC.
CRD 310466
|
ANKENY, IA, United States | $228,767,526 | |
|
DFC PREFERRED ADVISORS LLC
CRD 309927
|
BOZEMAN, MT, United States | $228,689,025 | |
|
J.W. KORTH & COMPANY, LIMITED PARTNERSHIP
CRD 26455
|
LANSING, MI, United States | $228,688,211 | |
|
WESTVIEW MANAGEMENT LLC
CRD 305655
|
BURLINGTON, VT, United States | $228,645,287 | |
|
X ADVISORS, LLC
CRD 315838
|
SANTA MARIA, CA, United States | $228,610,000 | |
|
ATLASMARK FINANCIAL, INC.
CRD 152635
|
AUSTIN, TX, United States | $228,571,101 | |
|
CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
|
HOUSTON, TX, United States | $228,534,086 | |
|
COLIN, BRUCE TED
CRD 118035
|
$228,518,179 | ||
|
JAT CAPITAL MANAGEMENT LP
CRD 311599
|
GREENWICH, CT, United States | $228,471,001 | |
|
MSP WEALTH MANAGEMENT, LLC
CRD 306522
|
KLAMATH FALLS, OR, United States | $228,456,554 | |
|
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
CRD 144172
|
ADDISON, TX, United States | $228,453,367 | |
|
DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
|
OVERLAND PARK, KS, United States | $228,426,397 | |
|
CUNNING CAPITAL, LLC
CRD 310482
|
$228,408,897 | ||
|
PRENTICE CAPITAL MANAGEMENT, LP
CRD 161178
|
GREENWICH, CT, United States | $228,406,963 | |
|
MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD 168223
|
SHOW LOW, AZ, United States | $228,353,048 | |
|
RIDGELINE CAPITAL MANAGEMENT, LLC
CRD 330668
|
MEMPHIS, TN, United States | $228,307,588 | |
|
BAY CAPITAL ADVISORS, LLC
CRD 140796
|
VIRGINIA BEACH, VA, United States | $228,283,850 | |
|
AMBROSE CAPITAL ADVISORS, LLC
CRD 341604
|
INDIANAPOLIS, IN, United States | $228,250,000 | |
|
BOYAR ASSET MANAGEMENT INC
CRD 105255
|
NEW YORK, NY, United States | $228,201,061 | |
|
CHRONIM INVESTMENTS INC.
CRD 120943
|
IRVING, TX, United States | $228,137,320 | |
|
WEALTH FORWARD, LLC
CRD 159467
|
FARGO, ND, United States | $228,127,843 | |
|
CATALYST CAPITAL ADVISERS LLC
CRD 290191
|
DALLAS, TX, United States | $228,121,767 | |
|
TENZING GLOBAL MANAGEMENT LLC
CRD 159696
|
SAN FRANCISCO, CA, United States | $228,082,424 | |
|
CASCADE WEALTH ADVISORS, INC
CRD 158470
|
WENATCHEE, WA, United States | $228,059,740 | |
|
BEACON FINANCIAL ADVISORS, INC.
CRD 119672
|
RYE BROOK, NY, United States | $228,012,480 | |
|
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
CRD 313985
|
FORT LAUDERDALE, FL, United States | $227,966,206 | |
|
CENTER FOR WEALTH MANAGEMENT LLC.
CRD 171221
|
$227,823,265 | ||
|
LANSDOWNE WEALTH MANAGEMENT, LLC
CRD 155422
|
MYSTIC, CT, United States | $227,733,000 | |
|
MAGNOLIA CAPITAL MANAGEMENT, LTD.
CRD 119597
|
COLD SPRING, NY, United States | $227,677,130 | |
|
BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056
|
MT. PLEASANT, SC, United States | $227,650,975 | |
|
COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
|
ROSWELL, GA, United States | $227,631,060 | |
|
PILOTAGE PRIVATE WEALTH AG
CRD 169908
|
ZURICH, Switzerland | $227,628,988 |