Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WESTCHESTER CAPITAL PARTNERS, LLC
CRD 135955
|
VALHALLA, NY, United States | $34,188,543 | |
|
WRONA INVESTMENT MANAGEMENT, LLC
CRD 306791
|
$34,136,580 | ||
|
UPSTATE ADVISERS INC.
CRD 341449
|
PITTSFORD, NY, United States | $34,053,630 | |
|
STRATEGIC ADVOCATES, LLC
CRD 316858
|
SACRAMENTO, CA, United States | $33,733,153 | |
|
STONE OAK CAPITAL LLC
CRD 341363
|
ROCHESTER, NY, United States | $33,720,036 | |
|
TELSEY CONSUMER FUND MANAGEMENT LP
CRD 312514
|
NEW YORK, NY, United States | $33,700,000 | |
|
GKFO, LLC
CRD 151138
|
W. CONSHOHOCKEN, PA, United States | $33,630,282 | |
|
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
CRD 137788
|
SUNNY ISLES BEACH, FL, United States | $33,600,000 | |
|
GAM24, LLC
CRD 330914
|
$33,468,323 | ||
|
MITTLEMAN VALUE PARTNERS LLC
CRD 327006
|
$33,409,249 | ||
|
EVESTIA LLC
CRD 313074
|
$33,335,476 | ||
|
ACQUIRERS FUNDS, LLC
CRD 298309
|
ROLLING HILLS, CA, United States | $33,100,000 | |
|
SOLOMAN HILL I LLC
CRD 282237
|
$33,000,000 | ||
|
SARMAYA PARTNERS, LLC
CRD 330100
|
SAN ANTONIO, TX, United States | $32,988,380 | |
|
ARCA CAPITAL MANAGEMENT, LLC
CRD 305964
|
MARINA DEL REY, CA, United States | $32,774,831 | |
|
SAGE TREE WEALTH, INC.
CRD 298951
|
FAIRPORT, NY, United States | $32,584,692 | |
|
LUNIN-PACK PLANNING AND ADVICE, LLC
CRD 334066
|
COLD SPRING, NY, United States | $32,447,668 | |
|
DJA CAPITAL MANAGEMENT, LP
CRD 332825
|
NEW YORK, NY, United States | $32,153,255 | |
|
MAVROS CAPITAL MANAGEMENT, LLC
CRD 327785
|
NEW YORK, NY, United States | $32,102,083 | |
|
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CRD 611
|
OMAHA, NE, United States | $32,035,685 | |
|
ROTTER, LAURA INGBER
CRD 283860
|
$31,951,134 | ||
|
VARIANT PERCEPTION, LLC
CRD 334510
|
CHARLOTTE, NC, United States | $31,890,778 | |
|
RIPL WEALTH LLC
CRD 342258
|
FORT COLLINS, CO, United States | $31,838,259 | |
|
NEO-CRITERION CAPITAL LIMITED
CRD 282377
|
HONG KONG, Hong Kong | $31,821,660 | |
|
CAMBRIDGE WEALTH MANAGEMENT, LLC
CRD 172938
|
CAMBRIDGE, NY, United States | $31,820,998 | |
|
PROSPECT ENHANCED YIELD MANAGEMENT, LLC
CRD 335748
|
WEST PALM BEACH, FL, United States | $31,702,469 | |
|
AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
|
OWINGS MILLS, MD, United States | $31,600,000 | |
|
PATTERSON PARTNERS LTD.
CRD 305859
|
HAMILTON, Bermuda | $31,484,085 | |
|
KENMAR PREFERRED INVESTMENTS, LLC
CRD 226658
|
NEW YORK, NY, United States | $31,439,754 | |
|
TVV ADVISERS, LLC
CRD 322542
|
PLEASANTON, CA, United States | $31,297,806 | |
|
FIRST STEP WEALTH PLANNING, LLC
CRD 317527
|
$31,285,253 | ||
|
WHIPPOORWILL ASSOCIATES INC
CRD 107497
|
WHITE PLAINS, NY, United States | $31,167,735 | |
|
MCA CROSS BORDER ADVISORS INC.
CRD 168125
|
MONTREAL, Canada | $31,097,135 | |
|
BRIGHTSTONE CAPITAL MANAGEMENT, LLC
CRD 289405
|
ST. CLAIR, PORT OF SPAIN, Trinidad and Tobago | $30,991,301 | |
|
TIFIN GIVE INC.
CRD 313261
|
BOULDER, CO, United States | $30,928,756 | |
|
MANIKAY PARTNERS, LLC
CRD 157272
|
NEW YORK, NY, United States | $30,754,003 | |
|
ZERO DAY CAPITAL ENTERPRISES LLC
CRD 331228
|
$30,731,077 | ||
|
OLD FIELD ADVISORS LLC
CRD 134519
|
$30,627,004 | ||
|
MFT WEALTH MANAGEMENT, INC.
CRD 339361
|
$30,600,000 | ||
|
UNFCU ADVISORS LLC
CRD 136572
|
LONG ISLAND CITY, NY, United States | $30,432,825 | |
|
FIRETHORN PARTNERS, LLC
CRD 288935
|
VANCOUVER, BC, Canada | $30,417,628 | |
|
DMLO WEALTH PLANNING, LLC
CRD 316202
|
LOUISVILLE, KY, United States | $30,375,862 | |
|
ALPHYN CAPITAL MANAGEMENT LLC
CRD 304390
|
HICKSVILLE, NY, United States | $30,269,402 | |
|
WESFAIR ADVISORY GROUP, INC.
CRD 295320
|
CHAPPAQUA, NY, United States | $30,268,007 | |
|
PARROT FINANCE, INC.
CRD 338169
|
$30,120,451 | ||
|
EASTSIDE FINANCIAL ADVISORS, LLC
CRD 120371
|
$30,100,000 | ||
|
QUILLU INC
CRD 170975
|
SAN FRANCISCO, CA, United States | $30,003,871 | |
|
EMERGE CAPITAL MANAGEMENT INC.
CRD 284581
|
BUFFALO, NY, United States | $30,000,483 | |
|
LOTUS HOLDINGS LLC
CRD 172638
|
RYE, NY, United States | $30,000,000 | |
|
STOCKWELL VENTURES, LLC
CRD 323092
|
NEW YORK, NY, United States | $30,000,000 |