Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
TACTICAL ROTATION MANAGEMENT, LLC
CRD 333968
|
FOREST HILLS, NY, United States | $72,971,520 | |
|
BYCOFF GROUP LLC
CRD 334192
|
$72,646,995 | ||
|
PERIPHAS CAPITAL, LP
CRD 291980
|
NEW YORK, NY, United States | $72,552,000 | |
|
WPM WEALTH ADVISORS LLC
CRD 316722
|
SARATOGA SPRINGS, NY, United States | $72,382,757 | |
|
BREITER WEALTH MANAGEMENT, LLC
CRD 342447
|
ST. LOUIS, MO, United States | $72,296,151 | |
|
FOREVER FINANCIAL ADVISORS, LLC
CRD 134486
|
$72,204,280 | ||
|
R. SEEGER WEALTH MANAGEMENT, LTD
CRD 152258
|
LINDENHURST, NY, United States | $72,146,811 | |
|
STYLUS CAPITAL LLC
CRD 282156
|
ISTANBUL, Turkey | $72,047,000 | |
|
FRANCO FINANCIAL ADVISORS, INC.
CRD 137587
|
NEW YORK, NY, United States | $72,015,055 | |
|
HARVEST CAPITAL ASSETS, LLC
CRD 269951
|
$72,000,000 | ||
|
WORLD CAPITAL ADVISORS, LLC
CRD 135941
|
DENVER, CO, United States | $71,986,050 | |
|
SILVER ADVISORS, LLC
CRD 291109
|
NEW YORK, NY, United States | $71,902,242 | |
|
NGC FINANCIAL, LLC
CRD 139992
|
BAYSIDE, NY, United States | $71,883,635 | |
|
GLOBAL INVESTMENT ADVISORY LLC
CRD 310305
|
MCDONOUGH, GA, United States | $71,832,116 | |
|
EPOGEE CAPITAL MANAGEMENT LLC
CRD 330816
|
$71,762,282 | ||
|
MONACHIL CAPITAL PARTNERS LP
CRD 311376
|
GREENWICH, CT, United States | $71,747,528 | |
|
OBRA FUND MANAGEMENT, LLC
CRD 328207
|
NEW YORK, NY, United States | $71,644,067 | |
|
SCHULTZE ASSET MANAGEMENT, LP
CRD 110927
|
RYE BROOK, NY, United States | $71,599,248 | |
|
PURSUIT FUND ADVISERS LLC
CRD 333442
|
$71,554,731 | ||
|
CLOCKWISE CAPITAL LLC
CRD 175233
|
MIAMI, FL, United States | $71,533,792 | |
|
HV CAPITAL MANAGEMENT, LLC
CRD 339467
|
MONTGOMERY, NY, United States | $71,512,244 | |
|
MADISON GLOBAL ADVISORS LLC
CRD 288894
|
HAUPPAUGE, NY, United States | $71,400,000 | |
|
OXFORD PARK MANAGEMENT, LLC
CRD 324383
|
GREENWICH, CT, United States | $71,383,304 | |
|
AZURA PARTNERS US LLC
CRD 327986
|
NEW YORK, NY, United States | $71,300,000 | |
|
MAIN STREET FINANCIAL LLC
CRD 118130
|
PURCHASE, NY, United States | $71,108,570 | |
|
EXCLUSIVE RESOURCE MANAGEMENT LLC
CRD 321076
|
LATHAM, NY, United States | $71,102,624 | |
|
AXIA ASSET MANAGEMENT, LLC
CRD 173148
|
$71,060,450 | ||
|
PLANROCK INVESTMENT MANAGEMENT, LLC
CRD 304803
|
BRENTWOOD, TN, United States | $71,050,000 | |
|
WISDOM CAPITAL ASSET MANAGEMENT, LLC
CRD 307648
|
$71,044,332 | ||
|
FIDUCIARY MANAGEMENT GROUP, LLC
CRD 136612
|
NEW YORK, NY, United States | $70,731,701 | |
|
POLARIS FINANCIAL, LLC
CRD 281952
|
$70,223,296 | ||
|
RESOLVE ASSET MANAGEMENT INC.
CRD 175361
|
TORONTO, Canada | $70,154,134 | |
|
PERCENT ADVISORS, LLC
CRD 318890
|
NEW YORK, NY, United States | $70,023,366 | |
|
EFS ASSET MANAGEMENT LLC
CRD 106184
|
DALLAS, TX, United States | $70,001,256 | |
|
CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
|
ZIONSVILLE, IN, United States | $69,839,871 | |
|
IBN ADVISORY SERVICES, INC.
CRD 293288
|
LIVERPOOL, NY, United States | $69,811,000 | |
|
ROCHESTER INVESTMENTS INC
CRD 306782
|
ROCHESTER, NY, United States | $69,546,598 | |
|
TANAKA CAPITAL MANAGEMENT INC
CRD 109888
|
GREENWICH, CT, United States | $69,398,075 | |
|
ABRY PARTNERS, LLC
CRD 161153
|
BOSTON, MA, United States | $69,285,676 | |
|
STEBEN & COMPANY, LLC
CRD 117808
|
EXCELSIOR, MN, United States | $69,181,112 | |
|
CAPITAL MANAGEMENT ASSOCIATES INC
CRD 104783
|
NEW YORK, NY, United States | $68,740,380 | |
|
GEO CAPITAL GESTORA DE RECURSOS LTDA
CRD 322902
|
SAO PAULO/SP, Brazil | $68,676,061 | |
|
CAPITAL FORMATION ADVISERS LLC
CRD 111815
|
$68,447,213 | ||
|
SHIELD WEALTH ADVISORS, LLC.
CRD 309538
|
WILLIAMSVILLE, NY, United States | $68,366,197 | |
|
BLEECKER STREET CAPITAL MANAGEMENT, LLC
CRD 332519
|
BROOKLYN, NY, United States | $68,291,518 | |
|
PARLIN ADVISORS LLC
CRD 300774
|
HAGUE, NY, United States | $68,234,832 | |
|
ICONOCLASTIC CAPITAL MANAGEMENT LLC
CRD 310132
|
ROCHESTER, NY, United States | $68,178,878 | |
|
STRUCTURE WEALTH PARTNERS LLC
CRD 338538
|
ORLANDO, FL, United States | $68,161,986 | |
|
PEAK ALTITUDE PARTNERS, LP
CRD 338110
|
NEW YORK, NY, United States | $68,129,403 | |
|
FIFR, INC.
CRD 328620
|
$68,013,090 |