Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MOUNTAIN VIEW STRATEGIC WEALTH, LLC
CRD 154295
|
HOPEWELL JUNCTION, NY, United States | $62,531,955 | |
|
NORTHSTAR FINANCIAL ADVISORS LLC
CRD 147108
|
$62,367,750 | ||
|
TRUEHAVEN CAPITAL, LLC
CRD 332005
|
FRANKLIN, TN, United States | $62,313,662 | |
|
OGARD CAPITAL MARKETS RESEARCH LLC
CRD 337959
|
HENDERSON, NV, United States | $62,250,000 | |
|
PRINCE FINANCIAL ADVISORY LLC
CRD 131234
|
NEW YORK, NY, United States | $62,234,990 | |
|
USA MUTUALS ADVISORS, INC.
CRD 131750
|
CONCORD, MA, United States | $62,152,389 | |
|
BIRCH WEALTH, INC.
CRD 304727
|
ROME, NY, United States | $62,149,057 | |
|
TORMA CAPITAL LLP
CRD 334848
|
LONDON, United Kingdom | $62,115,148 | |
|
SALIENT ADVISORS, L.P.
CRD 122833
|
DALLAS, TX, United States | $61,816,768 | |
|
RCM ROBINSON CAPITAL MANAGEMENT LLC
CRD 112814
|
SACRAMENTO, CA, United States | $61,800,813 | |
|
CAPSIGMA INVESTMENT PARTNERS LTDA
CRD 336478
|
SAO PAULO, SP, Brazil | $61,609,497 | |
|
GRUENSTEIN INVESTMENTS LLC
CRD 298739
|
$61,478,697 | ||
|
HARWOOD CAPITAL LLP
CRD 161632
|
LONDON, United Kingdom | $61,395,381 | |
|
HAWKS POINT CAPITAL PARTNERS LLC
CRD 307006
|
RYE BROOK, NY, United States | $61,360,000 | |
|
SBAUER FUNDS, LLC
CRD 144782
|
CARMEL, IN, United States | $61,336,188 | |
|
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
CRD 294016
|
BALA CYNWYD, PA, United States | $61,220,242 | |
|
ANCHOR CAPITAL MANAGEMENT, LLC
CRD 124600
|
ITHACA, NY, United States | $61,156,514 | |
|
RAIL SPLITTER CAPITAL ADVISERS, LLC
CRD 338780
|
CHICAGO, IL, United States | $60,956,884 | |
|
IQCIO LLC
CRD 285435
|
NEW YORK, NY, United States | $60,903,376 | |
|
GST MANAGEMENT, LLC
CRD 290259
|
$60,894,570 | ||
|
J. MANDWELLE CAPITAL STRATEGIES, LLC
CRD 166330
|
$60,867,197 | ||
|
GRAYSCALE ADVISORS, LLC
CRD 314868
|
STAMFORD, CT, United States | $60,561,877 | |
|
CENTRALIS CAPITAL LLC
CRD 305897
|
PRAIRIE VILLAGE, KS, United States | $60,271,669 | |
|
BLACKSTONE REAL ESTATE ADVISORS V L.P.
CRD 138208
|
NEW YORK, NY, United States | $60,175,700 | |
|
GOLDIRON GP LLC
CRD 285239
|
NEW YORK, NY, United States | $60,160,557 | |
|
R & R FINANCIAL PLANNERS, INC.
CRD 113291
|
EAST MEADOW, NY, United States | $60,130,896 | |
|
RICHMOND QUANTITATIVE ADVISORS, LLC
CRD 288625
|
$59,961,973 | ||
|
COLLECTIVE WEALTH PARTNERS, LLC
CRD 317519
|
ATLANTA, GA, United States | $59,900,000 | |
|
LIBERTY WEALTH MANAGERS LLC
CRD 322131
|
NEW YORK, NY, United States | $59,866,605 | |
|
CWM PARTNERS, LLC
CRD 299857
|
$59,840,472 | ||
|
QUANTEL ASSET MANAGEMENT LLC
CRD 311013
|
NEW YORK, NY, United States | $59,712,398 | |
|
MUNAKATA ASSOCIATES LLC
CRD 287936
|
$59,224,254 | ||
|
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC
CRD 159094
|
SAN DIEGO, CA, United States | $59,156,389 | |
|
SWISS FINANCE MANAGEMENT INTERNATIONAL SA
CRD 284408
|
GENEVA, Switzerland | $59,000,000 | |
|
ARGUS EQUITY PARTNERS, LLC
CRD 306518
|
$58,662,009 | ||
|
WYSER-PRATTE MANAGEMENT CO., INC.
CRD 106399
|
BEDFORD HILLS, NY, United States | $58,640,604 | |
|
CAPITAL INSIGHTS GROUP OF WNY, LLC.
CRD 282909
|
BUFFALO, NY, United States | $58,588,365 | |
|
FIRSTHAND CAPITAL MANAGEMENT, INC.
CRD 150647
|
SAN JOSE, CA, United States | $58,567,545 | |
|
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
CRD 173350
|
MINNEAPOLIS, MN, United States | $58,561,797 | |
|
NORTHERN PACIFIC GROUP, L.P.
CRD 299012
|
MINNEAPOLIS, MN, United States | $58,561,797 | |
|
HELIANTH INVESTMENT MANAGEMENT LLC
CRD 317326
|
PORT CHESTER, NY, United States | $58,446,165 | |
|
MUTUAL TRUST ASSET MGMT., INC.
CRD 121364
|
TAMPA, FL, United States | $58,355,433 | |
|
TRANSGLOBAL ADVISORY, LLC
CRD 168709
|
MONROVIA, CA, United States | $58,340,309 | |
|
DIPSEA CAPITAL, LLC
CRD 257787
|
MILL VALLEY, CA, United States | $58,320,760 | |
|
TRUCK CAPITAL MANAGEMENT LLC
CRD 164329
|
NEW YORK, NY, United States | $58,274,817 | |
|
PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
|
LEHI, UT, United States | $58,240,000 | |
|
CATALYST INTERNATIONAL ADVISORS LLC
CRD 306592
|
SAN JUAN, PR, United States | $58,019,919 | |
|
KAILAI ADVISERS LTD.
CRD 161692
|
LOS ANGELES, CA, United States | $57,779,436 | |
|
HAFELE INVESTMENTS, INC.
CRD 341803
|
LOUISVILLE, KY, United States | $57,736,800 | |
|
AMPLIFY ENDOWMENT MANAGEMENT, LLC
CRD 277129
|
$57,642,466 |