Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MARSICO CAPITAL MANAGEMENT, LLC
CRD 109250
|
DENVER, CO, United States | $4,262,075,529 | |
|
SIRENIA CAPITAL MANAGEMENT LP
CRD 340192
|
MIAMI BEACH, FL, United States | $4,260,115,721 | |
|
BEACON CAPITAL MANAGEMENT, INC.
CRD 120641
|
DAYTON, OH, United States | $4,258,083,129 | |
|
TETRAGON FINANCIAL MANAGEMENT LP
CRD 156041
|
NEW YORK, NY, United States | $4,256,460,791 | |
|
HENNESSY ADVISORS, INC.
CRD 110770
|
NOVATO, CA, United States | $4,252,155,951 | |
|
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CRD 111441
|
HOUSTON, TX, United States | $4,251,702,444 | |
|
CHANNING CAPITAL MANAGEMENT, LLC
CRD 128450
|
CHICAGO, IL, United States | $4,248,267,824 | |
|
FRANKLIN BSP CAPITAL ADVISER LLC
CRD 307684
|
NEW YORK, NY, United States | $4,247,887,000 | |
|
TINICUM INCORPORATED
CRD 157298
|
NEW YORK, NY, United States | $4,228,038,258 | |
|
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
CRD 137342
|
BOSTON, MA, United States | $4,227,841,161 | |
|
ZWJ INVESTMENT COUNSEL INC
CRD 110397
|
ATLANTA, GA, United States | $4,226,900,298 | |
|
WILLIS INVESTMENT COUNSEL INC
CRD 111042
|
GAINESVILLE, GA, United States | $4,225,943,233 | |
|
POLARIS GROWTH MANAGEMENT, LLC
CRD 297431
|
BOSTON, MA, United States | $4,216,506,351 | |
|
B. RILEY WEALTH ADVISORS, INC.
CRD 115927
|
MEMPHIS, TN, United States | $4,211,631,082 | |
|
SCHARF INVESTMENTS, LLC
CRD 105508
|
LOS GATOS, CA, United States | $4,211,323,528 | |
|
SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146
|
TEANECK, NJ, United States | $4,206,539,621 | |
|
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CRD 105515
|
LONG BEACH, CA, United States | $4,203,912,885 | |
|
ELECTRON CAPITAL PARTNERS, LLC
CRD 166102
|
NEW YORK, NY, United States | $4,201,565,868 | |
|
PROPHET CAPITAL ASSET MANAGEMENT LP
CRD 150683
|
AUSTIN, TX, United States | $4,199,958,869 | |
|
STIFEL CAPITAL MANAGEMENT, LLC
CRD 328365
|
NEW YORK, NY, United States | $4,199,937,688 | |
|
SOUTHEAST ASSET ADVISORS, LLC
CRD 107588
|
THOMASVILLE, GA, United States | $4,199,822,999 | |
|
TRUELINK CAPITAL MANAGEMENT, LLC
CRD 323910
|
LOS ANGELES, CA, United States | $4,197,667,227 | |
|
BOW RIVER ASSET MANAGEMENT, LLC
CRD 156765
|
DENVER, CO, United States | $4,195,104,249 | |
|
BAXTER CAPITAL MANAGEMENT INC
CRD 105123
|
INDIANAPOLIS, IN, United States | $4,194,166,296 | |
|
CLEAR INVESTMENT RESEARCH, LLC
CRD 172685
|
ALPHARETTA, GA, United States | $4,191,639,011 | |
|
EAAA PTE. LIMITED
CRD 300161
|
SINGAPORE, Singapore | $4,191,443,500 | |
|
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
CRD 298422
|
DALLAS, TX, United States | $4,190,419,999 | |
|
BONACCORD CAPITAL ADVISORS LLC
CRD 316716
|
NEW YORK, NY, United States | $4,189,964,383 | |
|
SALEM INVESTMENT COUNSELORS INC
CRD 104855
|
WINSTON SALEM, NC, United States | $4,188,070,791 | |
|
GARNETT STATION PARTNERS, LLC
CRD 300033
|
NEW YORK, NY, United States | $4,185,703,968 | |
|
WHITEHAVEN ASSET MANAGEMENT, LP
CRD 170531
|
GREENWICH, CT, United States | $4,182,864,205 | |
|
CROSSINGBRIDGE ADVISORS, LLC
CRD 286594
|
PLEASANTVILLE, NY, United States | $4,182,059,071 | |
|
SOUND INCOME STRATEGIES, LLC
CRD 173272
|
FORT LAUDERDALE, FL, United States | $4,181,062,401 | |
|
MARTINGALE ASSET MANAGEMENT LP
CRD 108526
|
BOSTON, MA, United States | $4,177,115,595 | |
|
STAR MOUNTAIN FUND MANAGEMENT, LLC
CRD 164728
|
NEW YORK, NY, United States | $4,175,999,971 | |
|
BOSTON COMMON ASSET MANAGEMENT, LLC
CRD 123558
|
BOSTON, MA, United States | $4,171,137,148 | |
|
ESSEX FINANCIAL SERVICES, INC.
CRD 127549
|
ESSEX, CT, United States | $4,169,984,114 | |
|
TIGER IRON CAPITAL, LLC
CRD 283006
|
ANDOVER, MA, United States | $4,166,591,838 | |
|
ACON EQUITY MANAGEMENT, L.L.C.
CRD 159517
|
WASHINGTON, DC, United States | $4,165,343,441 | |
|
THE RETIREMENT PLANNING GROUP, LLC
CRD 129625
|
LEAWOOD, KS, United States | $4,164,758,846 | |
|
REVELAR CAPITAL LLC
CRD 291049
|
NEW YORK, NY, United States | $4,156,175,341 | |
|
WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD 105989
|
PHILADELPHIA, PA, United States | $4,155,788,050 | |
|
APRIO WEALTH MANAGEMENT, LLC
CRD 127333
|
ATLANTA, GA, United States | $4,154,843,929 | |
|
FLAHERTY & CRUMRINE INCORPORATED
CRD 105499
|
PASADENA, CA, United States | $4,149,835,668 | |
|
STEELPEAK WEALTH, LLC
CRD 165168
|
LOS ANGELES, CA, United States | $4,148,078,008 | |
|
NORTH REEF CAPITAL MANAGEMENT LP
CRD 311056
|
LAGUNA BEACH, CA, United States | $4,141,234,742 | |
|
HARRISON STREET PRIVATE WEALTH LLC
CRD 143857
|
DENVER, CO, United States | $4,138,608,256 | |
|
IPG INVESTMENT ADVISORS, LLC
CRD 152990
|
SAN DIEGO, CA, United States | $4,136,495,918 | |
|
FOUNDERS FINANCIAL SECURITIES, LLC
CRD 137945
|
TOWSON, MD, United States | $4,135,118,658 | |
|
ARCHPOINT INVESTORS LLC
CRD 151807
|
CORAL GABLES, FL, United States | $4,133,118,802 |