Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
OELSCHLAGER INVESTMENTS LLC
CRD 306035
|
AKRON, OH, United States | $93,297,658 | |
|
MIDAS MANAGEMENT CORPORATION
CRD 108237
|
WALPOLE, NH, United States | $93,174,932 | |
|
COMPASS INVESTMENTS LLC
CRD 141323
|
PITTSBURGH, PA, United States | $93,158,481 | |
|
FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
CRD 113086
|
DULUTH, MN, United States | $93,144,375 | |
|
LEH II MANAGEMENT LLC
CRD 328785
|
ENGLEWOOD, CO, United States | $93,096,259 | |
|
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553
|
GRAND RAPIDS, MI, United States | $93,058,700 | |
|
THINKING BIG FINANCIAL INC.
CRD 287476
|
BROOKLYN, NY, United States | $93,028,025 | |
|
OPPENHEIMER + CLOSE, LLC
CRD 15168
|
NEW YORK, NY, United States | $93,012,013 | |
|
PEAK FINANCIAL PLANNING, LLC
CRD 317288
|
CANOGA PARK, CA, United States | $93,000,000 | |
|
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC
CRD 301911
|
DAVIE, FL, United States | $92,902,437 | |
|
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
CRD 309098
|
PORTLAND, OR, United States | $92,691,133 | |
|
3ROOTS WEALTH PARTNERS LLC
CRD 338300
|
SCOTTSDALE, AZ, United States | $92,647,972 | |
|
VAULT FIDUCIARY LLC
CRD 339088
|
$92,496,571 | ||
|
TEKMEN WELLS LLC
CRD 168431
|
NEW YORK, NY, United States | $92,420,086 | |
|
XPONANCE ALTS SOLUTIONS, LLC
CRD 314283
|
PHILADELPHIA, PA, United States | $92,262,700 | |
|
FAMILY PARTNERS CAPITAL, LLC
CRD 304176
|
HAMILTON, MA, United States | $92,256,560 | |
|
IWC ASSET MANAGEMENT LLC
CRD 286445
|
$92,074,955 | ||
|
MUNDOVAL CAPITAL MANAGEMENT, INC.
CRD 132553
|
LA JOLLA, CA, United States | $91,931,822 | |
|
ALFACAP LLC, D/B/A RECIPROCAL CAPITAL
CRD 285033
|
$91,893,910 | ||
|
WOODMONT ADVISORY GROUP, INC.
CRD 112276
|
$91,866,028 | ||
|
WAVE DIGITAL ASSETS LLC
CRD 305726
|
LOS ANGELES, CA, United States | $91,862,975 | |
|
BUFFALO FIRST WEALTH MANAGEMENT, LLC
CRD 168937
|
WILLIAMSVILLE, NY, United States | $91,738,676 | |
|
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
CRD 291127
|
ALEXANDRIA, VA, United States | $91,691,110 | |
|
PURA VIDA INVESTMENTS, LLC
CRD 166703
|
NEW YORK, NY, United States | $91,457,374 | |
|
PEGASUS GROUP, LLC
CRD 113499
|
MORRISTOWN, NJ, United States | $91,338,126 | |
|
NOVUS ADVISORS, LLC
CRD 157908
|
GREENVILLE, SC, United States | $91,267,843 | |
|
CONCERT INVESTMENT ADVISORY LLC
CRD 304522
|
$91,116,908 | ||
|
ATLA CAPITAL MANAGEMENT LLC
CRD 312501
|
NEW YORK, NY, United States | $91,064,638 | |
|
KILONOVA CAPITAL LLC
CRD 323293
|
SAN FRANCISCO, CA, United States | $91,025,461 | |
|
THE MONEYPAPER ADVISOR, INC.
CRD 156971
|
$91,000,000 | ||
|
MCKINNEY CAPITAL, LLC
CRD 315545
|
BIRMINGHAM, AL, United States | $90,960,929 | |
|
MUTUAL FUND PROTECTION SERVICE
CRD 115961
|
DENVER, CO, United States | $90,941,040 | |
|
OXFORD GATE MANAGEMENT, LLC
CRD 297061
|
GREENWICH, CT, United States | $90,938,440 | |
|
ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
|
BOSTON, MA, United States | $90,885,460 | |
|
PRUNEYARD FINANCIAL GROUP, INC.
CRD 117378
|
CUPERTINO, CA, United States | $90,871,769 | |
|
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
CRD 138463
|
JACKSONVILLE, FL, United States | $90,781,774 | |
|
ARIAS RESOURCE CAPITAL MANAGEMENT LP
CRD 155885
|
MIAMI, FL, United States | $90,752,224 | |
|
K R FINANCIAL LLC
CRD 111282
|
$90,735,198 | ||
|
CONRAD CAPITAL MANAGEMENT, INC.
CRD 113648
|
HAUPPAUGE, NY, United States | $90,669,924 | |
|
MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
|
MT PLEASANT, SC, United States | $90,653,658 | |
|
WEATHERHELM CAPITAL MANAGEMENT LLC
CRD 175019
|
CAMBRIDGE, NY, United States | $90,630,554 | |
|
ALPHAQ ADVISORS LLC
CRD 141006
|
WINTER PARK, FL, United States | $90,630,000 | |
|
ZEST CAPITAL LLC
CRD 316889
|
MIAMI, FL, United States | $90,613,564 | |
|
WASHINGTON SQUARE CAPITAL MANAGEMENT LLC
CRD 150335
|
NEW YORK, NY, United States | $90,413,084 | |
|
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CRD 154242
|
GAINESVILLE, FL, United States | $90,324,490 | |
|
SERAPH CAPITAL ASSOCIATES, LLC
CRD 165754
|
BARTLESVILLE, OK, United States | $90,287,578 | |
|
SOUND ADVISORY, LLC
CRD 328213
|
$90,220,337 | ||
|
SPARKLINE CAPITAL LP
CRD 314364
|
$90,200,000 | ||
|
OAK CREST ADVISORY, LLC
CRD 304255
|
ROCHESTER, NY, United States | $90,170,828 | |
|
WEISS FINANCIAL GROUP LLC
CRD 159331
|
MAHOPAC, NY, United States | $90,045,189 |