Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CENTER LAKE CAPITAL MANAGEMENT, LLC
CRD 174311
|
WEST PALM BEACH, FL, United States | $77,933,741 | |
|
ARROWHEAD INVESTMENT MANAGEMENT LLC
CRD 285032
|
WHITE PLAINS, NY, United States | $77,610,039 | |
|
ALIGNMENT FINANCIAL GROUP, LLC
CRD 306644
|
$77,600,000 | ||
|
CONNECTIVE WEALTH PARTNERS, LLC
CRD 335624
|
$77,567,476 | ||
|
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
|
TOTOWA, NJ, United States | $77,535,519 | |
|
MAUREEN A. WHELAN
CRD 140357
|
$77,359,453 | ||
|
GPS FINANCIAL, LLC
CRD 290227
|
PITTSFORD, NY, United States | $77,322,871 | |
|
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
|
MISSION WOODS, KS, United States | $77,189,134 | |
|
FBD ASSET MGMT, LLC
CRD 307216
|
BLOOMINGTON, MN, United States | $76,763,198 | |
|
DRYDEN CAPITAL, LLC
CRD 172648
|
NEW YORK, NY, United States | $76,638,894 | |
|
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CRD 282906
|
CLEVELAND, OH, United States | $76,633,396 | |
|
CATHAY CAPITAL NA, LLC
CRD 268816
|
NEW YORK, NY, United States | $76,611,428 | |
|
INVESTMENT RESEARCH CORP
CRD 108208
|
DENVER, CO, United States | $76,319,944 | |
|
MONK, STANLEY EARL
CRD 129443
|
$76,219,855 | ||
|
O ASSET MANAGEMENT LLC
CRD 336682
|
FAIRPORT, NY, United States | $76,192,940 | |
|
MARIN WEALTH ADVISORS LLC
CRD 123237
|
SAN RAFAEL, CA, United States | $76,133,785 | |
|
WEIGEL FIDUCIARY ASSET MANAGEMENT
CRD 310903
|
$76,129,200 | ||
|
BIN YUAN CAPITAL (CAYMAN) LIMITED
CRD 170104
|
GRAND CAYMAN, Cayman Islands | $76,000,000 | |
|
SHORELINE CAPITAL MANAGEMENT, LTD.
CRD 161466
|
GUANGZHOU, China | $75,908,361 | |
|
AS TRIGON ASSET MANAGEMENT
CRD 286092
|
TALLINN, Estonia | $75,903,860 | |
|
ACTIVE WEALTH ADVISORS LLC
CRD 336793
|
WOODCLIFF LAKE, NJ, United States | $75,406,765 | |
|
SQN CAPITAL MANAGEMENT, LLC
CRD 158704
|
NEW YORK, NY, United States | $75,404,607 | |
|
BASELINE PARTNERS LLC
CRD 301762
|
MESA, AZ, United States | $75,311,489 | |
|
KANE FINANCIAL, LLC
CRD 291231
|
WATERVILLE, NY, United States | $75,174,312 | |
|
HALO INVESTMENT SERVICES, LLC
CRD 325613
|
MANHASSET, NY, United States | $75,152,985 | |
|
WHALEN CAPITAL, INC.
CRD 130016
|
WAUSAU, WI, United States | $75,104,209 | |
|
CLOVER LEAF FINANCIAL LLC
CRD 335751
|
FAIRPORT, NY, United States | $75,000,000 | |
|
MOSAIC CAPITAL INC.
CRD 336051
|
GEORGE TOWN, GRAND CAYMAN, Cayman Islands | $75,000,000 | |
|
GENSEN ASSET MANAGEMENT INC.
CRD 339709
|
$75,000,000 | ||
|
WATTS CAPITAL PARTNERS LLC
CRD 149049
|
$74,997,513 | ||
|
MOUNTAIN PASS PLANNING CORPORATION
CRD 283389
|
HOPEWELL JUNCTION, NY, United States | $74,935,647 | |
|
EKO INVESTMENTS INC.
CRD 313296
|
$74,889,305 | ||
|
HLV VENTURES
CRD 332979
|
HAUPPAUGE, NY, United States | $74,829,278 | |
|
VORA WEALTH MANAGEMENT, PLLC
CRD 153559
|
FLAGSTAFF, AZ, United States | $74,797,158 | |
|
FINANCIAL PLANNING ASSOCIATES, LLC
CRD 159404
|
WHITE PLAINS, NY, United States | $74,717,077 | |
|
NEOCAP LLC
CRD 339823
|
$74,535,953 | ||
|
RCN WEALTH ADVISORS, INC.
CRD 163562
|
$74,529,000 | ||
|
RPM CAPITAL MANAGEMENT, LLC
CRD 164200
|
$74,330,238 | ||
|
LYTLE INVESTMENT SERVICES CORP.
CRD 297591
|
GRAND ISLAND, NY, United States | $74,330,182 | |
|
RPATA, LLC
CRD 285598
|
$74,240,000 | ||
|
REYNOLDS CAPITAL MANAGEMENT, LLC
CRD 107711
|
LAS VEGAS, NV, United States | $74,200,000 | |
|
WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570
|
SHELTON, CT, United States | $74,119,261 | |
|
9 STREAM CAPITAL PARTNERS LLC
CRD 340394
|
LEAWOOD, KS, United States | $73,900,000 | |
|
DEKONING AND COMPANY, LLC
CRD 141605
|
NEWPORT, RI, United States | $73,678,904 | |
|
ALLOS INVESTMENT ADVISORS, LLC
CRD 155541
|
OVERLAND PARK, KS, United States | $73,608,831 | |
|
ACRYLIC FINANCIAL, INC.
CRD 288263
|
FOUNTAIN HILLS, AZ, United States | $73,548,448 | |
|
SAGE HILL ADVISORY AND MANAGEMENT LLC
CRD 149365
|
SARATOGA SPRINGS, NY, United States | $73,324,765 | |
|
COUNTRYSIDE FINANCIAL LLC
CRD 337489
|
WILLIAMSVILLE, NY, United States | $73,236,814 | |
|
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
CRD 115340
|
$73,217,944 | ||
|
GREAT NORTHERN ASSET MANAGEMENT, INC.
CRD 166788
|
WINTER PARK, FL, United States | $73,067,315 |