Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
GREYCLIFF WEALTH MANAGEMENT, LLC
CRD 307645
|
NEW YORK, NY, United States | $83,776,167 | |
|
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
|
MILWAUKEE, WI, United States | $83,749,000 | |
|
WELARA ASSET MANAGEMENT LLC
CRD 334534
|
NEW YORK, NY, United States | $83,747,489 | |
|
PARATAXIS CAPITAL MANAGEMENT LLC
CRD 313241
|
NEW YORK, NY, United States | $83,691,454 | |
|
VITA PLANNING GROUP LLC
CRD 312323
|
CAMAS, WA, United States | $83,688,418 | |
|
DOUBLE DUTY MONEY MANAGEMENT LLC
CRD 326792
|
NEW YORK, NY, United States | $83,669,173 | |
|
ROUTE 20 PRIVATE WEALTH INC.
CRD 332581
|
FORT LAUDERDALE, FL, United States | $83,548,470 | |
|
INTER US MANAGEMENT, LLC
CRD 334212
|
MIAMI, FL, United States | $83,373,378 | |
|
NORTHSTAR CAPITAL FUNDS, LLC
CRD 138526
|
NEW YORK, NY, United States | $83,267,052 | |
|
PROXY WEALTH ADVISORS LLC
CRD 298080
|
WINDERMERE, FL, United States | $83,253,573 | |
|
LUMIERE FINANCIAL GROUP LLC
CRD 319171
|
NEW YORK, NY, United States | $82,712,067 | |
|
HYJC CAPITAL OF WNY, LLC
CRD 325574
|
LAKEVILLE, NY, United States | $82,552,678 | |
|
TRP CAPITAL ADVISORS, LLC
CRD 281098
|
BIRMINGHAM, MI, United States | $82,451,086 | |
|
WINTHROP CAPITAL ADVISORS, LLC
CRD 289487
|
BOSTON, MA, United States | $82,439,700 | |
|
WINTHROP PARTNERS - EPA, LLC
CRD 282098
|
ORCHARD, NY, United States | $82,155,830 | |
|
SPRINGHILL WEALTH MANAGEMENT, LLC
CRD 342137
|
BOZEMAN, MT, United States | $82,041,004 | |
|
LONDINIUM ASSET MANAGEMENT LTD.
CRD 141259
|
98000 PRINCIPALITY OF MONACO, Monaco | $82,000,000 | |
|
IVESTA CORP
CRD 337603
|
NEW YORK, NY, United States | $82,000,000 | |
|
L&L PARTNERS WEALTH MANAGEMENT, LLC
CRD 140077
|
SUFFERN, NY, United States | $81,801,519 | |
|
DUB ADVISORS LLC
CRD 315589
|
NEW YORK, NY, United States | $81,786,390 | |
|
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
|
MILWAUKEE, WI, United States | $81,729,000 | |
|
KELLY STRATEGIC MANAGEMENT, LLC
CRD 315259
|
DENVER, CO, United States | $81,658,352 | |
|
BETTEREDGE CAPITAL LLC
CRD 334496
|
NEW YORK, NY, United States | $81,423,847 | |
|
COLLEGA CAPITAL MANAGEMENT, S.R.L.
CRD 158829
|
$81,400,000 | ||
|
HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
|
RICHMOND, VA, United States | $81,236,514 | |
|
SEASIDE ADVISORY SERVICES, INC.
CRD 289985
|
CARLSBAD, CA, United States | $81,200,784 | |
|
CLPF LLC
CRD 312448
|
$80,956,080 | ||
|
COLUCCI WEALTH MANAGEMENT LLC
CRD 338046
|
BRIGHTWATERS, NY, United States | $80,796,246 | |
|
MOLLOT & HARDY, INC.
CRD 128377
|
AMHERST, NY, United States | $80,604,656 | |
|
NOTTINGHAM WEALTH PARTNERS, INC.
CRD 306971
|
SYRACUSE, NY, United States | $80,455,295 | |
|
ATHENAINVEST ADVISORS LLC
CRD 146224
|
GREENWOOD VILLAGE, CO, United States | $80,444,155 | |
|
EVER GREEN WEALTH MANAGEMENT, LLC
CRD 297459
|
VICTOR, NY, United States | $80,261,380 | |
|
ABERNATHY GROUP II LLC
CRD 152401
|
NEW YORK, NY, United States | $80,196,208 | |
|
FEDERAL PREP ADVISORS, INC.
CRD 282663
|
BOHEMIA, NY, United States | $80,113,636 | |
|
SEAPORT GLOBAL ASSET MANAGEMENT LLC
CRD 298944
|
NEW YORK, NY, United States | $80,038,704 | |
|
GENERAL INDUSTRIAL PARTNERS LLP
CRD 282342
|
LONDON, United Kingdom | $79,957,970 | |
|
2XIDEAS US INC.
CRD 328190
|
NEW YORK, NY, United States | $79,748,031 | |
|
MINERVA WEALTH ADVISORY LLC
CRD 282723
|
NEW YORK, NY, United States | $79,513,365 | |
|
CONSTELLATION ASSET MANAGEMENT, INC.
CRD 125704
|
FAYETTEVILLE, NY, United States | $79,293,570 | |
|
QUEENBRIDGE CAPITAL, LLC
CRD 324027
|
PITTSFORD, NY, United States | $79,105,700 | |
|
PATHWAY PARTNERS WEALTH ADVISORS, LLC
CRD 323507
|
AMHERST, NY, United States | $78,946,149 | |
|
ST. COLUMBANUS AG
CRD 169895
|
TEUFEN, Switzerland | $78,558,930 | |
|
J.M. BRUDERMAN & COMPANY, LLC
CRD 323195
|
LOCUST VALLEY, NY, United States | $78,514,722 | |
|
EMERY PARTNERS, LLC
CRD 336787
|
BOSTON, MA, United States | $78,362,924 | |
|
REVERE WEALTH MANAGEMENT LLC
CRD 170560
|
NEW YORK, NY, United States | $78,291,808 | |
|
SMP FINANCIAL PLANNING, LLC
CRD 315300
|
$78,289,709 | ||
|
AMAZZ INVESTMENT MANAGEMENT, INC.
CRD 126545
|
WILLIAMSVILLE, NY, United States | $78,287,308 | |
|
PEARL LANE ADVISORS, LLC
CRD 172681
|
NEW YORK, NY, United States | $78,207,649 | |
|
RSD ADVISORS, LLC
CRD 152447
|
$78,126,462 | ||
|
MGM INNOVA CAP MANAGEMENT LLC
CRD 301918
|
MIAMI, FL, United States | $77,988,960 |