Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
GINKGO GLOBAL LIMITED
CRD 286631
|
SHANGHAI, China | $14,266,931 | |
|
HOLISTIC FINANCE LLC
CRD 335108
|
$14,225,482 | ||
|
EARLYBIRD CENTRAL INC.
CRD 307201
|
$14,000,000 | ||
|
OMEGA ADVISERS, LLC.
CRD 291076
|
$13,622,019 | ||
|
HONEYTREE INVESTMENT MANAGEMENT LTD.
CRD 313415
|
$13,574,081 | ||
|
OVERSEAS CAPITAL MANAGEMENT LLC
CRD 318243
|
JING AN DISTRICT, SHANGHAI, China | $13,568,283 | |
|
HARMONIC CAPITAL, LLC
CRD 335516
|
$13,445,518 | ||
|
SOUTH OCEAN MANAGEMENT LTD.
CRD 111180
|
WANCHAI, Hong Kong | $13,370,977 | |
|
SPARX ASIA INVESTMENT ADVISORS LIMITED
CRD 139172
|
WANCHAI, Hong Kong | $13,270,122 | |
|
PEO PARTNERS, LLC
CRD 311201
|
NEW YORK, NY, United States | $13,254,749 | |
|
ARGOS GLOBAL ADVISORS, LLC
CRD 287672
|
SANTA BARBARA, CA, United States | $13,000,000 | |
|
PRIVATE CAPITAL ASSET MANAGEMENT LLC
CRD 317930
|
DARIEN, CT, United States | $12,988,420 | |
|
D.A.C. DAVIS INVESTMENT COUNSEL, INC.
CRD 107015
|
TORONTO, ONTARIO, Canada | $12,911,532 | |
|
G-LEGION, LLC
CRD 286297
|
CHICAGO, IL, United States | $12,615,540 | |
|
IVY INVEST CORPORATION
CRD 328122
|
SAN FRANCISCO, CA, United States | $12,577,736 | |
|
ALPHA BLUE CAPITAL MANAGEMENT LP
CRD 328350
|
$12,510,000 | ||
|
NEW WEST ASSET MANAGEMENT, LLC
CRD 335727
|
$12,500,000 | ||
|
LOBNEK WEALTH MANAGEMENT INC.
CRD 284024
|
GENEVA, Switzerland | $12,461,590 | |
|
ML WEALTH LLC
CRD 289521
|
NEW YORK, NY, United States | $12,365,554 | |
|
TRIPACIFIC CAPITAL ADVISORS, LLC
CRD 142121
|
IRVINE, CA, United States | $12,298,908 | |
|
FUNDAMENTAL INVESTMENT SERVICES, LLC
CRD 330232
|
$12,230,738 | ||
|
LEND ACADEMY INVESTMENTS, LLC
CRD 169878
|
$12,158,025 | ||
|
PALOS MANAGEMENT INC.
CRD 304309
|
MONTREAL, QUEBEC, Canada | $12,051,303 | |
|
MKAM ETF LLC
CRD 324607
|
LAS VEGAS, NV, United States | $11,978,398 | |
|
VALUE TREND CAPITAL MANAGEMENT LP
CRD 108716
|
EL CAJON, CA, United States | $11,899,753 | |
|
BALANCE CASH MANAGEMENT INC.
CRD 333867
|
SAN FRANCISCO, CA, United States | $11,595,115 | |
|
DIRECTIONAL FINANCIAL SERVICES, LLC
CRD 171903
|
SEATTLE, WA, United States | $11,450,102 | |
|
NORTHFRONT FINANCIAL USA INC
CRD 301105
|
CALGARY, ALBERTA, Canada | $11,250,096 | |
|
ADVISORS CRYPTO, INC.
CRD 109201
|
AUSTIN, TX, United States | $11,247,097 | |
|
BANCREEK CAPITAL STRATEGIES, LLC
CRD 341539
|
SANTA MONICA, CA, United States | $11,199,528 | |
|
RFJ CAPITAL
CRD 338957
|
SANTANA DE PARNAIBA, Brazil | $11,073,802 | |
|
ADVANCED ADVISOR GROUP, LLC
CRD 140393
|
CAMBRIDGE, MN, United States | $10,932,672 | |
|
HIGHLINE ASSET MANAGEMENT, LLC
CRD 332483
|
SHERMAN OAKS, CA, United States | $10,670,012 | |
|
PORTFOLIO THINKTANK
CRD 154006
|
$10,647,764 | ||
|
EVERKEY FINANCIAL LLC
CRD 325189
|
KATY, TX, United States | $10,572,425 | |
|
SKYVIEW PINNACLE INC.
CRD 338282
|
$10,468,799 | ||
|
VOLT EQUITY LLC
CRD 310402
|
SAN FRANCISCO, CA, United States | $10,300,000 | |
|
TRUSTEE EMPOWERMENT & PROTECTION, INC.
CRD 108249
|
TROY, MI, United States | $10,287,170 | |
|
SP FUNDS MANAGEMENT LLC
CRD 340522
|
LAKE MARY, FL, United States | $10,182,000 | |
|
ARMADA ETF ADVISORS LLC
CRD 317979
|
NOVI, MI, United States | $10,170,000 | |
|
PARVIN FUND MANAGEMENT, LLC
CRD 311304
|
SIOUX FALLS, SD, United States | $10,124,009 | |
|
WEBS INVESTMENTS INC.
CRD 333355
|
$10,006,893 | ||
|
PREMIUM 72 CAPITAL, LLC
CRD 284519
|
$10,000,000 | ||
|
TINDERWEALTH LLC
CRD 323931
|
$10,000,000 | ||
|
TYPHON ADVISORS, LLC
CRD 339537
|
MIAMI BEACH, FL, United States | $10,000,000 | |
|
PALADIN CAPITAL, LLC
CRD 288037
|
ARDEN HILLS, MN, United States | $9,953,217 | |
|
EMPIRIC INSTITUTIONAL, LLC
CRD 164683
|
AUSTIN, TX, United States | $9,914,996 | |
|
HDI CAPITAL LLC
CRD 277119
|
$9,673,425 | ||
|
E. MAGNUS OPPENHEIM & CO. INC.
CRD 14268
|
NEW YORK, NY, United States | $9,510,538 | |
|
ALVEO WEALTH MANAGEMENT, LLC
CRD 166898
|
MEXICO CITY, Mexico | $9,441,034 |