Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
VIRGO DIGITAL ASSET MANAGEMENT INC.
CRD 335668
|
NORTH YORK, Canada | $9,440,000 | |
|
MANEY WEALTH LLC
CRD 340078
|
SAN FRANCISCO, CA, United States | $9,400,000 | |
|
EMERALD RESEARCH CORPORATION
CRD 113918
|
$9,381,458 | ||
|
WAYZATA INVESTMENT PARTNERS LLC
CRD 132046
|
WAYZATA, MN, United States | $9,378,296 | |
|
FBL WEALTH MANAGEMENT, LLC
CRD 291396
|
WEST DES MOINES, IA, United States | $9,240,933 | |
|
HARBOURFRONT WEALTH AMERICA INC.
CRD 306941
|
VANCOUVER, Canada | $9,201,059 | |
|
PECUSAVVY FINANCIAL, LLC
CRD 339768
|
EL PASO, TX, United States | $9,131,660 | |
|
1787FP INVESTMENT SERVICES, LLC
CRD 328273
|
MCLEAN, VA, United States | $9,114,394 | |
|
CONCREIT FUND MANAGEMENT LLC
CRD 310737
|
SEATTLE, WA, United States | $9,036,332 | |
|
SOONER PRIVATE FINANCIAL LLC
CRD 340648
|
SALEM, NH, United States | $8,995,352 | |
|
J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.
CRD 335439
|
NEW YORK, NY, United States | $8,994,413 | |
|
BLUEVINE ADVISORY LLC
CRD 326599
|
JERSEY CITY, NJ, United States | $8,939,800 | |
|
CBIZ FINANCIAL SOLUTIONS, INC.
CRD 16678
|
CLEVELAND, OH, United States | $8,873,081 | |
|
MRWM CAPITAL MANAGEMENT, LLC
CRD 336384
|
NASHVILLE, TN, United States | $8,819,983 | |
|
MAKE THE MEMORY FINANCIAL PLANNING, LLC
CRD 331666
|
$8,817,300 | ||
|
KHAVEEN INVESTMENTS SDN. BHD.
CRD 333688
|
KUALA LUMPUR, WILAYAH PERSEKETUAN, Malaysia | $8,700,000 | |
|
TINICUM VENTURE PARTNERS LLC
CRD 321701
|
NEW YORK, NY, United States | $8,602,646 | |
|
LANCASTER LABS, LLC
CRD 339389
|
$8,561,710 | ||
|
BRIMSTONE ASSET MANAGEMENT COMPANY LIMITED
CRD 313244
|
HONG KONG, China | $8,382,000 | |
|
MATTERHORN INVESTMENT MANAGEMENT LLP
CRD 139221
|
LONDON, United Kingdom | $8,371,899 | |
|
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC
CRD 124506
|
NEW YORK, NY, United States | $8,306,993 | |
|
U.S. CHERRY LLC
CRD 311564
|
ST. PETERSBURG, FL, United States | $8,303,907 | |
|
CASTLEARK ALTERNATIVES, LLC
CRD 288893
|
CHICAGO, IL, United States | $8,240,000 | |
|
COX GESTAO DE RECURSOS LTDA.
CRD 154897
|
SÃO PAULO, Brazil | $8,107,012 | |
|
MASTERWORKS ADVISERS, LLC
CRD 324239
|
NEW YORK, NY, United States | $8,063,964 | |
|
ALPHA-LAB ASSET MANAGEMENT INC.
CRD 327388
|
$8,037,394 | ||
|
AGUSTONI, EMANUELE GUISEPPE
CRD 169306
|
URDORF, Switzerland | $7,805,633 | |
|
BLUE OCEAN INVESTMENT PARTNERS LIMITED
CRD 297769
|
$7,710,477 | ||
|
ALPHABIT INVESTMENTS, LLC
CRD 334827
|
FOREST CITY, IA, United States | $7,708,704 | |
|
CHANNEL INVESTMENT PARTNERS LLC
CRD 308031
|
$7,606,900 | ||
|
STONECASTLE ASSET MANAGEMENT, LLC
CRD 166252
|
NEW YORK, NY, United States | $7,500,000 | |
|
BREACHER CAPITAL ADVISORS, LLC
CRD 307943
|
STAMFORD, CT, United States | $7,500,000 | |
|
XY INVESTMENTS (HK) LTD
CRD 306443
|
HONG KONG, Hong Kong | $7,479,187 | |
|
ACCESS SOFTEK ADVISORY SERVICES, LLC
CRD 299800
|
NAPERVILLE, IL, United States | $7,401,031 | |
|
COASTAL EQUITY MANAGEMENT, LLC
CRD 331518
|
PENSACOLA, FL, United States | $7,340,000 | |
|
GLOBAL AUTOTRADING INC.
CRD 143231
|
$7,300,903 | ||
|
CORNERSTONE ADVISORS LLC
CRD 325163
|
FAYETTEVILLE, AR, United States | $7,181,530 | |
|
MATTERHORN INVESTMENT MANAGEMENT (ASIA) LIMITED
CRD 161891
|
HONG KONG, Hong Kong | $7,124,393 | |
|
UNITY WEALTH PARTNERS LLC
CRD 316222
|
NEWPORT BEACH, CA, United States | $7,104,518 | |
|
BERLIN, JONATHAN ANTONIO MEZA
CRD 330370
|
COLONIA GRANADA, MEXICO CITY, Mexico | $7,103,535 | |
|
GRAY LION CAPITAL LLC
CRD 338776
|
$7,000,000 | ||
|
HYPATIA CAPITAL MANAGEMENT LLC
CRD 311411
|
NEW YORK, NY, United States | $6,920,379 | |
|
OUTERLANDS CAPITAL MANAGEMENT, LLC
CRD 327602
|
NEW YORK, NY, United States | $6,894,602 | |
|
CALTIER ADVISORS, LLC
CRD 317263
|
POWAY, CA, United States | $6,883,300 | |
|
AXXES ADVISORS I LLC
CRD 332460
|
CORAL GABLES, FL, United States | $6,810,765 | |
|
KEEL CAPITAL AB
CRD 283825
|
STOCKHOLM, Sweden | $6,792,599 | |
|
ACORN ASSET MANAGEMENT LLC
CRD 340572
|
PRINCETON, NJ, United States | $6,600,000 | |
|
CT INVESTMENT MANAGEMENT CO., LLC
CRD 160080
|
NEW YORK, NY, United States | $6,592,698 | |
|
NEWDAY FUNDS, INC.
CRD 174758
|
SOUTHBURY, CT, United States | $6,516,552 | |
|
WEALTHJAR INVESTMENT ADVISORY, LLC
CRD 288484
|
HONOLULU, HI, United States | $6,433,752 |