Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
XANTOS LABS, LLC
CRD 302005
|
$6,234,378 | ||
|
ASPIRE WEALTH ADVISORY GROUP, LLC
CRD 338618
|
NEW YORK, NY, United States | $6,165,207 | |
|
LIONSHARES LLC
CRD 335459
|
BROOKLYN, NY, United States | $6,025,278 | |
|
MARKETOCRACY CAPITAL MANAGEMENT LLC
CRD 109168
|
$6,000,000 | ||
|
BLUE SKY WEALTH PARTNERS, LLC
CRD 315110
|
$5,871,822 | ||
|
SAUBERAN & COMPANY, LLC
CRD 106317
|
LOCKPORT, NY, United States | $5,810,307 | |
|
CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
|
SALT LAKE CITY, UT, United States | $5,782,490 | |
|
OAKHURST CAPITAL ADVISORS, LLC
CRD 311802
|
WASHINGTON, DC, United States | $5,740,796 | |
|
REVOLUT WEALTH INC.
CRD 322894
|
NEW YORK, NY, United States | $5,522,366 | |
|
KINGSBARN CAPITAL MANAGEMENT, LLC
CRD 316562
|
LAS VEGAS, NV, United States | $5,522,100 | |
|
PRECEPT MANAGEMENT, LLC
CRD 114671
|
DALLAS, TX, United States | $5,410,000 | |
|
HAVEN CAPITAL ADVISORS, LLC
CRD 338419
|
CHARLOTTE, NC, United States | $5,400,000 | |
|
DISTRIBUTION COGNIZANT, LLC
CRD 322048
|
PALO ALTO, CA, United States | $5,309,565 | |
|
SANJAC ALPHA LP
CRD 329302
|
HOUSTON, TX, United States | $5,296,141 | |
|
W&S ADVISORY SERVICES, LLC
CRD 334683
|
CINCINNATI, OH, United States | $5,292,397 | |
|
DESIGNED WEALTH USA LTD.
CRD 337487
|
$5,280,000 | ||
|
ALPHAAI CAPITAL MANAGEMENT LLC
CRD 316128
|
$5,217,537 | ||
|
TCG STRATEGIC INCOME ADVISOR LLC
CRD 336718
|
WEST PALM BEACH, FL, United States | $5,141,286 | |
|
UMB FINANCIAL SERVICES, INC.
CRD 17073
|
KANSAS CITY, MO, United States | $5,043,339 | |
|
QUANTCORE CAPITAL MANAGEMENT, LLC
CRD 166321
|
$5,000,000 | ||
|
DIOSCURI CAPITAL MANAGEMENT LLC
CRD 170788
|
$5,000,000 | ||
|
MAGNUM RESEARCH GLOBAL LIMITED
CRD 291667
|
HONG KONG, Hong Kong | $5,000,000 | |
|
GUEPARDO INVESTIMENTOS LTDA
CRD 340061
|
SÃO PAULO,SP, Brazil | $4,933,896 | |
|
STREETBEAT LLC
CRD 315893
|
WILMINGTON, DE, United States | $4,866,565 | |
|
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC
CRD 140088
|
METAIRIE, LA, United States | $4,651,207 | |
|
PROSPERA FUNDS, INC.
CRD 331765
|
ISLE OF PALMS, SC, United States | $4,554,486 | |
|
MARKETOCRACY MASTERS INC.
CRD 314667
|
NORTHVILLE, MI, United States | $4,500,000 | |
|
BERILIUM TECHNOLOGIES, INC.
CRD 327058
|
LAKE FOREST, CA, United States | $4,462,834 | |
|
CYSTEIN MANAGEMENT LLC
CRD 290365
|
$4,460,154 | ||
|
CLARIVOR LLC
CRD 309994
|
$4,407,725 | ||
|
ADLER ASSET MANAGEMENT, LLC
CRD 293512
|
NEW YORK, NY, United States | $4,392,972 | |
|
21SHARES US LLC
CRD 328136
|
NEW YORK, NY, United States | $4,384,466 | |
|
INSIGHT SECURITIES, INC.
CRD 5611
|
HIGHLAND PARK, IL, United States | $4,370,000 | |
|
TRADINGVALLEY INC.
CRD 298542
|
TAIPEI, Taiwan, Republic of China | $4,354,136 | |
|
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
|
TULSA, OK, United States | $4,258,867 | |
|
CHRISTMAS CORPORATION
CRD 282245
|
$4,176,795 | ||
|
UP FINANCIAL USA INC.
CRD 326602
|
CALGARY, ALBERTA, Canada | $4,128,508 | |
|
SELECTIVE CAPITAL SRL
CRD 164589
|
BUCHAREST, Romania | $4,117,045 | |
|
GET MOVING INC
CRD 329172
|
SAN FRANCISCO, CA, United States | $4,093,402 | |
|
INTEGRATED FINANCIAL PLANNING SERVICES
CRD 17935
|
HEIDELBERG, Germany | $4,050,716 | |
|
PENSIONBEE INC.
CRD 331741
|
LONDON, United Kingdom | $4,039,787 | |
|
LANGAR INVESTMENT MANAGEMENT, LLC
CRD 323433
|
$3,994,673 | ||
|
META INVESTMENT MANAGEMENT COMPANY LLC
CRD 312540
|
BROOKLYN, NY, United States | $3,871,052 | |
|
SIGNIFICANCE CAPITAL MANAGEMENT LLC
CRD 331940
|
MILWAUKEE, WI, United States | $3,835,474 | |
|
CLAIRALPHA ADVISORS LLC
CRD 342087
|
FRISCO, TX, United States | $3,736,654 | |
|
FORESTER CAPITAL MANAGEMENT LTD
CRD 109474
|
LIBERTYVILLE, IL, United States | $3,512,507 | |
|
SAVE ADVISERS LLC
CRD 306053
|
HOUSTON, TX, United States | $3,500,000 | |
|
ORIGEM INTERNATIONAL ADVISORY LLC
CRD 333738
|
PORTO ALEGRE, RIO GRANDE DO SUL, Brazil | $3,417,639 | |
|
KIN STEWARDS LLC
CRD 340120
|
$3,401,249 | ||
|
BREAKAWAY INDEPENDENT ADVISORS, LLC
CRD 340675
|
SAN DIEGO, CA, United States | $3,296,154 |