Investment Advisers
24,587 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
PROCUREAM LLC
CRD 297134
|
$189,304,603 | ||
|
DAYTONA STREET CAPITAL LLC
CRD 316666
|
SAINT LOUIS, MO, United States | $189,256,439 | |
|
ODYSSEY CAPITAL ADVISORS INC.
CRD 299034
|
BALA CYNWYD, PA, United States | $189,163,900 | |
|
CLASSIC ASSET MANAGEMENT, LLC
CRD 122030
|
FARGO, ND, United States | $189,148,000 | |
|
BLUEROCK CREDIT FUND ADVISOR, LLC
CRD 291770
|
NEW YORK, NY, United States | $189,091,888 | |
|
HARA CAPITAL LLC
CRD 315108
|
$189,087,374 | ||
|
ARGOSY-LIONBRIDGE MANAGEMENT, LLC
CRD 325413
|
WAYNE, PA, United States | $189,069,851 | |
|
CFS WEALTH MANAGEMENT, LLC
CRD 135579
|
MACON, GA, United States | $189,052,740 | |
|
ELM3 FINANCIAL GROUP, LLC
CRD 140594
|
ALPHARETTA, GA, United States | $189,038,143 | |
|
RIDGELINE WEALTH ADVISORS, LLC.
CRD 284843
|
RALEIGH, NC, United States | $189,030,298 | |
|
PUBLIC EQUITY PARTNERS, LLC
CRD 126765
|
$189,000,000 | ||
|
BLEDSOE ASSET MANAGEMENT, LLC
CRD 145943
|
PHOENIX, AZ, United States | $188,991,340 | |
|
KEITH HAMILTON, INC.
CRD 155865
|
LA JOLLA, CA, United States | $188,893,099 | |
|
KRS CAPITAL MANAGEMENT, LLC
CRD 142928
|
BLOOMFIELD HILLS, MI, United States | $188,870,473 | |
|
AZARIAS CAPITAL MANAGEMENT, L.P.
CRD 174466
|
WESTCHESTER, PA, United States | $188,823,949 | |
|
SEED WEALTH MANAGEMENT, INC.
CRD 171920
|
$188,800,000 | ||
|
UNION SQUARE CAPITAL PARTNERS, LLC
CRD 288708
|
KENNETT SQUARE, PA, United States | $188,749,175 | |
|
RJP INVESTMENT ADVISORS, LLP
CRD 111536
|
INDIANAPOLIS, IN, United States | $188,687,960 | |
|
HAHN FINANCIAL GROUP INC.
CRD 169787
|
SIOUX FALLS, SD, United States | $188,686,620 | |
|
MCCULLEY FINANCIAL GROUP, LLC
CRD 154891
|
WESTCHESTER, IL, United States | $188,677,227 | |
|
IVY LEAGUE FINANCIAL ADVISORS LLC
CRD 119145
|
ROCKVILLE, MD, United States | $188,667,656 | |
|
ORVIETO PARTNERS, L.P.
CRD 313475
|
BOSTON, MA, United States | $188,626,235 | |
|
NEARSIDE ADVISORS, LLC
CRD 341851
|
INDIANAPOLIS, IN, United States | $188,582,674 | |
|
SDR INVESTMENT MANAGEMENT, INC.
CRD 108682
|
LONGWOOD, FL, United States | $188,567,348 | |
|
HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
|
COOS BAY, OR, United States | $188,523,085 | |
|
AMICORP WEALTH SERVICES LLC
CRD 319247
|
MIAMI, FL, United States | $188,503,783 | |
|
WRIGHT WEALTH LLC
CRD 321215
|
ATLANTA, GA, United States | $188,462,210 | |
|
WILSHIRE QUINN CAPITAL, INC.
CRD 148012
|
SAN DIEGO, CA, United States | $188,421,541 | |
|
TRAILHEAD PLANNERS, LLC
CRD 284610
|
EDINA, MN, United States | $188,418,848 | |
|
BRISTLECONE VALUE PARTNERS, LLC
CRD 128117
|
LOS ANGELES, CA, United States | $188,400,000 | |
|
VINE CAPITAL MANAGEMENT, LLC
CRD 269894
|
$188,394,379 | ||
|
COLARION LLC
CRD 284588
|
MOUNTAIN BROOK, AL, United States | $188,349,442 | |
|
TIMBER POINT CAPITAL MANAGEMENT LLC
CRD 307366
|
WHITE PLAINS, NY, United States | $188,347,080 | |
|
MÉTIER CAPITAL, LLC
CRD 329009
|
$188,338,526 | ||
|
CROSS STATE FINANCIAL GROUP LLC
CRD 282011
|
ALBUQUERQUE, NM, United States | $188,304,908 | |
|
FRANK FINANCIAL SERVICES
CRD 147537
|
CARLSBAD, CA, United States | $188,217,262 | |
|
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
CRD 328496
|
CINCINNATI, OH, United States | $188,215,232 | |
|
FINANCIAL CONSULTANTS GROUP INC
CRD 108062
|
CUMMING, GA, United States | $188,171,560 | |
|
ARCA INVESTMENT MANAGEMENT, LLC
CRD 298298
|
MARINA DEL REY, CA, United States | $188,144,169 | |
|
KFG, LLC
CRD 337331
|
RAPID CITY, SD, United States | $188,100,000 | |
|
HERITAGE FINANCIAL ADVISORS, LLC
CRD 154955
|
WATERVILLE, OH, United States | $188,025,569 | |
|
FINSYM PARTNERS, LLC
CRD 153712
|
$187,987,036 | ||
|
SHADOWFALL CAPITAL & RESEARCH LLP
CRD 300174
|
LONDON, United Kingdom | $187,951,485 | |
|
THE WESTCHESTER GROUP, LLC
CRD 288959
|
$187,923,640 | ||
|
HOFFMAN ALAN NATHAN
CRD 109454
|
$187,885,039 | ||
|
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
|
VIENNA, VA, United States | $187,843,313 | |
|
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973
|
FAR HILLS, NJ, United States | $187,722,047 | |
|
LANX MANAGEMENT, LLC
CRD 138305
|
WHITE PLAINS, NY, United States | $187,712,765 | |
|
REDSTONE WEALTH MANAGEMENT, LLC
CRD 311525
|
OKLAHOMA CITY, OK, United States | $187,700,203 | |
|
ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
|
SALEM, MA, United States | $187,689,302 |