Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ADVENT CAPITAL MANAGEMENT, LLC
CRD 113013
|
NEW YORK, NY, United States | $8,819,458,038 | |
|
ARKADIOS WEALTH ADVISORS LLC
CRD 288863
|
ATLANTA, GA, United States | $8,789,840,262 | |
|
CAPITAL ANALYSTS, LLC
CRD 162200
|
FORT WASHINGTON, PA, United States | $8,769,033,123 | |
|
HARDMAN JOHNSTON GLOBAL ADVISORS LLC
CRD 112500
|
STAMFORD, CT, United States | $8,767,767,504 | |
|
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
CRD 289977
|
SAN FRANCISCO, CA, United States | $8,763,969,974 | |
|
U.S. CAPITAL WEALTH ADVISORS, LLC
CRD 288199
|
HOUSTON, TX, United States | $8,763,589,141 | |
|
TIAA KASPICK, LLC
CRD 104554
|
BOSTON, MA, United States | $8,737,924,754 | |
|
HAMLIN CAPITAL MANAGEMENT, LLC
CRD 119278
|
NEW YORK, NY, United States | $8,712,122,495 | |
|
MESA WEST CAPITAL, LLC
CRD 158959
|
LOS ANGELES, CA, United States | $8,696,225,676 | |
|
CROSSPOINT CAPITAL PARTNERS, LP
CRD 306981
|
MENLO PARK, CA, United States | $8,695,073,204 | |
|
SIXTH STREET LENDING PARTNERS ADVISERS, LLC
CRD 320821
|
DALLAS, TX, United States | $8,691,301,138 | |
|
FORUM FINANCIAL MANAGEMENT, LP
CRD 145706
|
LOMBARD, IL, United States | $8,690,717,334 | |
|
OGAM, LP
CRD 287919
|
HOUSTON, TX, United States | $8,687,114,705 | |
|
MILLBURN RIDGEFIELD LLC
CRD 148870
|
NEW YORK, NY, United States | $8,668,285,225 | |
|
MARCUARD FAMILY OFFICE LTD
CRD 155003
|
ZURICH, Switzerland | $8,661,817,914 | |
|
FIL INVESTMENT ADVISORS
CRD 111103
|
PEMBROKE, Bermuda | $8,645,901,772 | |
|
TIFF ADVISORY SERVICES, LLC
CRD 327436
|
RADNOR, PA, United States | $8,615,730,236 | |
|
SAGARD HOLDINGS MANAGER LP
CRD 304924
|
TORONTO, ONTARIO, Canada | $8,609,810,168 | |
|
WIND POINT ADVISORS LLC
CRD 156485
|
CHICAGO, IL, United States | $8,584,254,859 | |
|
TD PRIVATE CLIENT WEALTH LLC
CRD 164484
|
NEW YORK, NY, United States | $8,574,585,303 | |
|
BLUE TORCH CAPITAL LP
CRD 288110
|
NEW YORK, NY, United States | $8,557,577,688 | |
|
GRESHAM INVESTMENT MANAGEMENT LLC
CRD 134392
|
NEW YORK, NY, United States | $8,551,134,228 | |
|
GUIDED CHOICE ASSET MANAGEMENT, INC.
CRD 112674
|
RENO, NV, United States | $8,549,648,397 | |
|
BLACKSTONE MULTI-ASSET ADVISORS L.L.C.
CRD 171640
|
NEW YORK, NY, United States | $8,542,868,908 | |
|
VISE AI ADVISORS, LLC
CRD 301761
|
NEW YORK CITY, NY, United States | $8,526,312,187 | |
|
ONE CAPITAL MANAGEMENT, LLC
CRD 114861
|
WESTLAKE VILLAGE, CA, United States | $8,525,961,547 | |
|
NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091
|
LAKE OSWEGO, OR, United States | $8,518,580,384 | |
|
SAGESPRING WEALTH PARTNERS
CRD 283515
|
FRANKLIN, TN, United States | $8,486,110,061 | |
|
HORIZON INVESTMENTS LLC
CRD 109552
|
CHARLOTTE, NC, United States | $8,471,813,621 | |
|
ELDRIDGE CREDIT ADVISERS, LLC
CRD 155736
|
NEW YORK, NY, United States | $8,459,507,451 | |
|
MIDOCEAN CREDIT FUND MANAGEMENT, L.P.
CRD 151578
|
NEW YORK, NY, United States | $8,455,362,686 | |
|
BNY MELLON SECURITIES CORPORATION
CRD 231
|
NEW YORK, NY, United States | $8,448,676,677 | |
|
SYNOVUS SECURITIES, INC.
CRD 14023
|
COLUMBUS, GA, United States | $8,445,083,014 | |
|
DOUGLAS LANE & ASSOCIATES, LLC
CRD 282563
|
NEW YORK, NY, United States | $8,440,543,357 | |
|
EMPIRICAL FINANCIAL SERVICES, LLC
CRD 152622
|
SEATTLE, WA, United States | $8,428,968,273 | |
|
VISTA CREDIT PARTNERS, L.P.
CRD 329152
|
NEW YORK, NY, United States | $8,422,753,708 | |
|
RESOLUTION CAPITAL LIMITED
CRD 142409
|
SYDNEY, NSW, Australia | $8,403,725,183 | |
|
AUREUS ASSET MANAGEMENT, LLC
CRD 136674
|
BOSTON, MA, United States | $8,396,789,302 | |
|
BATTERY GLOBAL ADVISORS, LLC
CRD 158508
|
BOSTON, MA, United States | $8,374,300,000 | |
|
DEEP TRACK CAPITAL, LP
CRD 312459
|
GREENWICH, CT, United States | $8,373,382,671 | |
|
ZHANG FINANCIAL LLC
CRD 159257
|
PORTAGE, MI, United States | $8,370,163,197 | |
|
SK CAPITAL PARTNERS, LP
CRD 161487
|
NEW YORK, NY, United States | $8,357,998,443 | |
|
ASANA PARTNERS, LP
CRD 284477
|
CHARLOTTE, NC, United States | $8,352,269,105 | |
|
SKYVIEW INVESTMENT ADVISORS, LLC
CRD 286353
|
SHREWSBURY, NJ, United States | $8,323,551,811 | |
|
ELEVATION POINT WEALTH PARTNERS, LLC
CRD 137068
|
DENVER, CO, United States | $8,290,502,368 | |
|
WEALTHCARE ADVISORY PARTNERS LLC
CRD 171976
|
WEST CHESTER, PA, United States | $8,288,119,150 | |
|
BOLTON SECURITIES CORP
CRD 129376
|
BOLTON, MA, United States | $8,275,512,495 | |
|
CHATHAM ASSET MANAGEMENT, LLC
CRD 157517
|
CHATHAM, NJ, United States | $8,271,746,913 | |
|
NICHOLAS HOFFMAN & COMPANY, LLC
CRD 144516
|
ATLANTA, GA, United States | $8,262,465,273 | |
|
ADVANTAGE CAPITAL MANAGEMENT LLC
CRD 171128
|
NEW YORK, NY, United States | $8,260,036,906 |