Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
APOLLO WEALTH MANAGEMENT, LLC
CRD 144673
|
$39,336,809 | ||
|
GILEAD CAPITAL LP
CRD 282023
|
NEW YORK, NY, United States | $39,070,470 | |
|
AMIDON & PETERSEN FINANCIALS, LLC
CRD 143079
|
ALBANY, NY, United States | $39,066,667 | |
|
TRUNORTH FINANCIAL LLC
CRD 331614
|
$38,965,213 | ||
|
PEAK WEALTH MANAGEMENT LLC
CRD 332411
|
SARATOGA SPRINGS, NY, United States | $38,960,000 | |
|
NATIVE AMERICAN FUND ADVISORS LLC
CRD 108149
|
TULSA, OK, United States | $38,895,472 | |
|
SVN GLOBAL PRIVATE ADVISORS LLC
CRD 329494
|
SAO PAULO, Brazil | $38,341,264 | |
|
HAWKEYE PARTNERS, LP
CRD 134601
|
$38,194,639 | ||
|
THE EASTRADE ASSET MANAGEMENT CORPORATION
CRD 124232
|
$37,953,162 | ||
|
ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
|
DE PERE, WI, United States | $37,892,938 | |
|
CLEARVIEW FINANCIAL PLANNING, INC.
CRD 291834
|
SOUTHOLD, NY, United States | $37,892,188 | |
|
TAGLICH BROTHERS, INC.
CRD 29102
|
COLD SPRING HARBOR, NY, United States | $37,708,683 | |
|
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP
CRD 325768
|
NEW YORK, NY, United States | $37,700,000 | |
|
HERON ADVISORY INC.
CRD 327608
|
SAN FRANCISCO, CA, United States | $37,684,104 | |
|
INVICTUS ADVISORY SERVICES LLC
CRD 312399
|
BUFFALO, NY, United States | $37,639,930 | |
|
VOLUMETRIC ADVISERS INC
CRD 107351
|
$37,557,770 | ||
|
HERMITAGE WEALTH MANAGEMENT, INC.
CRD 333235
|
RICHMOND, VA, United States | $37,535,475 | |
|
ACRUENCE CAPITAL, LLC
CRD 305482
|
DALLAS, TX, United States | $37,352,100 | |
|
LEO WEALTH MANAGEMENT, LLC
CRD 337537
|
STATEN ISLAND, NY, United States | $37,340,207 | |
|
PALLADIUM HERITAGE MANAGEMENT, LLC
CRD 321623
|
NEW YORK, NY, United States | $37,166,506 | |
|
SELECT INVESTMENT SOLUTIONS, LLC
CRD 318820
|
WASHINGTON, DC, United States | $37,087,592 | |
|
DISCIPLINED ALPHA LLC
CRD 167254
|
BOSTON, MA, United States | $36,939,229 | |
|
MAJORITY ASSET MANAGEMENT, INC.
CRD 110891
|
$36,913,159 | ||
|
WHARTON WEALTH PLANNING, LLC
CRD 319716
|
NEW YORK, NY, United States | $36,871,967 | |
|
DARK HORSE WEALTH LLC
CRD 159999
|
CAZENOVIA, NY, United States | $36,628,571 | |
|
GEMCORP CAPITAL ADVISORS LLC
CRD 329386
|
NEW YORK, NY, United States | $36,516,917 | |
|
MALT PARTNERS MANAGEMENT LLC
CRD 337855
|
NASHVILLE, TN, United States | $36,321,031 | |
|
STONE RIDGE ADVISORS LLC
CRD 327875
|
$36,253,180 | ||
|
CONCOURSE CAPITAL ADVISORS, LLC
CRD 336424
|
ATLANTA, GA, United States | $36,091,513 | |
|
BERTOLET CAPITAL LLC
CRD 125121
|
NEW YORK, NY, United States | $35,800,000 | |
|
BRUESKE ADVISORY SERVICES, LLC
CRD 300689
|
BELLEVUE, WA, United States | $35,781,637 | |
|
GURUFOCUS INVESTMENTS, LLC
CRD 316414
|
PLANO, TX, United States | $35,757,831 | |
|
EUDAIMONIA WEALTH LLC
CRD 305431
|
BUFFALO, NY, United States | $35,751,491 | |
|
RABENOLD ADVISORS, INC.
CRD 283882
|
WILLIAMSVILLE, NY, United States | $35,557,038 | |
|
MOHAWK CAPITAL ADVISORS, LLC
CRD 172304
|
$35,539,000 | ||
|
PALM SPRINGS ADVISORY LLC
CRD 289398
|
$35,506,240 | ||
|
TAG ASSOCIATES FLORIDA LLC
CRD 325292
|
NEW YORK, NY, United States | $35,467,645 | |
|
SUPREME ALLIANCE LLC
CRD 45348
|
$35,314,242 | ||
|
GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
|
ENGLEWOOD CLIFFS, NJ, United States | $35,017,374 | |
|
LEATHERBACK ASSET MANAGEMENT, LLC
CRD 310252
|
PALM BEACH GARDENS, FL, United States | $35,003,327 | |
|
TALOMON CAPITAL LIMITED
CRD 291835
|
LONDON, United Kingdom | $35,000,000 | |
|
WEALTHNEST CAPITAL INC.
CRD 281725
|
STATEN ISLAND, NY, United States | $34,889,134 | |
|
BERENBERG ASSET MANAGEMENT LLC
CRD 171274
|
NEW YORK, NY, United States | $34,849,436 | |
|
GRENDA GROUP LLC
CRD 170241
|
BUFFALO, NY, United States | $34,660,653 | |
|
ORIGIN INVESTMENT ADVISORY LLC
CRD 305353
|
$34,660,000 | ||
|
WEALTH MANAGEMENT GROUP AG
CRD 335036
|
ZURICH, Switzerland | $34,659,905 | |
|
EMPOWER PRIVATE WEALTH
CRD 331529
|
NEW YORK, NY, United States | $34,549,146 | |
|
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
|
INDIANAPOLIS, IN, United States | $34,432,218 | |
|
GAVLTD INTERNATIONAL CORPORATION
CRD 314687
|
EL PASO, TX, United States | $34,320,231 | |
|
GRIZZLE INVESTMENT MANAGEMENT LLC
CRD 317242
|
$34,194,281 |