Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
LPK INVESTMENT GROUP, LLP
CRD 218514
|
NEW YORK, NY, United States | $98,000,000 | |
|
LEMNIS CAPITAL LLC
CRD 340137
|
RICHARDSON, TX, United States | $97,886,144 | |
|
BAYTRUST WEALTH MANAGEMENT, LLC
CRD 338822
|
TAMPA, FL, United States | $97,749,639 | |
|
BURREN CAPITAL ADVISORS LIMITED
CRD 157096
|
EUROPORT, Gibraltar | $97,718,332 | |
|
SNOW FINANCIAL MANAGEMENT, LLC
CRD 131068
|
$97,568,392 | ||
|
TAVERIK CAPITAL, LLC
CRD 156594
|
GREENVILLE, SC, United States | $97,538,869 | |
|
PHOENIX INTERNATIONAL INVESTMENTS LLC
CRD 170692
|
NASHUA, NH, United States | $97,491,992 | |
|
MANISPACE CAPITAL, LP
CRD 334852
|
NEW YORK, NY, United States | $97,355,322 | |
|
ASPIRE STRATEGIST PORTFOLIOS LLC
CRD 327902
|
NEW YORK, NY, United States | $97,275,988 | |
|
AMBERLAKE PARTNERS SAM
CRD 322274
|
MONACO, Monaco | $97,121,000 | |
|
BERKSHIRE ADVISORS, INC.
CRD 122389
|
WYOMISSING, PA, United States | $97,054,078 | |
|
STRATACORE CAPITAL MANAGEMENT, LLC
CRD 171163
|
NEW YORK, NY, United States | $97,000,000 | |
|
BOX FINANCIAL ADVISORS, LLC
CRD 155623
|
GRAPEVINE, TX, United States | $96,912,257 | |
|
RVX ASSET MANAGEMENT LLC
CRD 282804
|
AVENTURA, FL, United States | $96,842,409 | |
|
UOB GLOBAL CAPITAL LLC
CRD 160659
|
NEW YORK, NY, United States | $96,818,967 | |
|
SCOTT CONYERS CAPITAL MANAGEMENT, INC.
CRD 136549
|
$96,700,000 | ||
|
CK ADVISORS, LLC
CRD 140062
|
$96,656,470 | ||
|
VULPES INVESTMENT MANAGEMENT PRIVATE LIMITED
CRD 161048
|
SINGAPORE, Singapore | $96,531,722 | |
|
ISRAEL INVESTMENT ADVISORS, LLC
CRD 153952
|
DENVER, CO, United States | $96,302,348 | |
|
PACIFIC WEALTH ADVISORY SERVICES LLC
CRD 330888
|
DANVILLE, CA, United States | $96,284,457 | |
|
MRP ADVISORS, LLC
CRD 340364
|
$96,141,842 | ||
|
CAPITAL DESIGN PRIVATE WEALTH LLC
CRD 300472
|
PORTSMOUTH, NH, United States | $96,033,232 | |
|
EASTWARD CAPITAL PARTNERS, LLC
CRD 161422
|
WEST NEWTON, MA, United States | $95,963,630 | |
|
NEXPOINT INSURANCE SOLUTIONS, L.P.
CRD 301997
|
DALLAS, TX, United States | $95,696,757 | |
|
BASA RESOURCES, INC.
CRD 290034
|
DALLAS, TX, United States | $95,680,440 | |
|
BURKE WEALTH MANAGEMENT, LLC
CRD 305840
|
HOUSTON, TX, United States | $95,240,442 | |
|
STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
|
BLOOMFIELD HILLS, MI, United States | $95,148,352 | |
|
S. MUOIO & CO. LLC
CRD 155549
|
NEW YORK, NY, United States | $95,063,762 | |
|
NOSURIS, INC.
CRD 160979
|
LYNBROOK, NY, United States | $95,000,000 | |
|
MON CAPITAL MANAGEMENT LLC
CRD 333785
|
NEW YORK, NY, United States | $94,969,868 | |
|
WISE MONEY ISRAEL LTD.
CRD 304753
|
BINYAMINA, Israel | $94,939,567 | |
|
ABRAHAM TRADING, LP
CRD 315318
|
CANADIAN, TX, United States | $94,889,896 | |
|
LYON CAPITAL MANAGEMENT, LLC
CRD 111311
|
PITTSFORD, NY, United States | $94,844,218 | |
|
LION CAPITAL ADVISORS LLC
CRD 305440
|
MIAMI, FL, United States | $94,809,671 | |
|
GSB CAPITAL, LLC
CRD 311571
|
$94,792,090 | ||
|
SAXON SECURITIES LLC
CRD 155168
|
SAN FRANCISCO, CA, United States | $94,631,605 | |
|
WINGSPAN CAPITAL, LLC
CRD 307759
|
NEW YORK, NY, United States | $94,547,082 | |
|
SEBETIC ADVISORS, LLC
CRD 306261
|
$94,388,000 | ||
|
SADDOCK WEALTH, LLC
CRD 161568
|
DALLAS, TX, United States | $94,325,000 | |
|
CIRCLE N ADVISORS, LLC
CRD 271027
|
FISHKILL, NY, United States | $94,202,372 | |
|
BAYRIDGE FINANCIAL GROUP, INC.
CRD 296831
|
ROCKVILLE CENTRE, NY, United States | $94,191,027 | |
|
LUESINK FINANCIAL PLANNING LLC
CRD 147076
|
NEW YORK, NY, United States | $94,081,746 | |
|
GRAVITY CAPITAL MANAGEMENT LLC
CRD 137083
|
NEW YORK, NY, United States | $94,034,321 | |
|
TARGET ROCK WEALTH MANAGEMENT, LLC
CRD 312279
|
NEW YORK, NY, United States | $94,028,548 | |
|
WALNUT INVESTMENT SERVICES LLC
CRD 113666
|
BROOKLYN, NY, United States | $94,000,000 | |
|
HENLEY & COMPANY WEALTH MANAGEMENT LLC
CRD 144884
|
UNIONDALE, NY, United States | $93,923,336 | |
|
VOSS WEALTH MANAGEMENT LLC
CRD 338916
|
ENDICOTT, NY, United States | $93,900,636 | |
|
COVE STREET CAPITAL, LLC
CRD 156260
|
HERMOSA BEACH, CA, United States | $93,844,293 | |
|
STATETRUST CAPITAL, LLC.
CRD 114052
|
BOCA RATON, FL, United States | $93,653,600 | |
|
CAPITAL Q MANAGEMENT LLC
CRD 305337
|
MAITLAND, FL, United States | $93,408,051 |