Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
DHM PARTNERS LLC
CRD 339223
|
BOSTON, MA, United States | $3,546,175,074 | |
|
LIBERTY 77 CAPITAL L.P.
CRD 314378
|
WASHINGTON, DC, United States | $3,545,378,087 | |
|
SIT INVESTMENT ASSOCIATES, INC
CRD 105725
|
MINNEAPOLIS, MN, United States | $3,543,093,715 | |
|
RETIREMENT PLAN ADVISORS, LLC
CRD 122758
|
CHICAGO, IL, United States | $3,540,242,913 | |
|
SYCAMORE TREE CAPITAL PARTNERS, L.P.
CRD 311555
|
DALLAS, TX, United States | $3,539,598,356 | |
|
ONEASCENT FINANCIAL SERVICES LLC
CRD 284549
|
BIRMINGHAM, AL, United States | $3,537,993,573 | |
|
BURKEHILL GLOBAL MANAGEMENT, LP
CRD 316398
|
NEW YORK, NY, United States | $3,536,880,964 | |
|
VISIONARY WEALTH ADVISORS, LLC
CRD 169610
|
ST. LOUIS, MO, United States | $3,536,310,209 | |
|
MILL POINT CAPITAL LLC
CRD 290266
|
NEW YORK, NY, United States | $3,527,064,852 | |
|
BREAKWALL INVESTMENT ADVISOR LLC
CRD 328990
|
PORT WASHINGTON, NY, United States | $3,520,731,351 | |
|
PATHLIGHT CAPITAL LP
CRD 291106
|
BOSTON, MA, United States | $3,518,772,120 | |
|
GREENWICH WEALTH MANAGEMENT LLC
CRD 142820
|
GREENWICH, CT, United States | $3,518,612,898 | |
|
DEER PARK ROAD MANAGEMENT COMPANY, LP
CRD 140370
|
STEAMBOAT SPRINGS, CO, United States | $3,515,813,209 | |
|
BRYN MAWR TRUST ADVISORS, LLC
CRD 285359
|
PHILADELPHIA, PA, United States | $3,513,817,710 | |
|
BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC
CRD 137813
|
NEW YORK, NY, United States | $3,513,724,722 | |
|
UG INVESTMENT ADVISERS LTD.
CRD 167183
|
TAIPEI, Taiwan, Republic of China | $3,513,362,014 | |
|
EQUITY INVESTMENT CORPORATION
CRD 283930
|
ATLANTA, GA, United States | $3,509,589,101 | |
|
ANDROS CAPITAL PARTNERS LLC
CRD 310641
|
HOUSTON, TX, United States | $3,508,954,787 | |
|
STELLUS CAPITAL MANAGEMENT, LLC
CRD 160115
|
HOUSTON, TX, United States | $3,508,120,289 | |
|
FOUNDRY GROUP, LLC
CRD 159541
|
BOULDER, CO, United States | $3,499,682,094 | |
|
GLOBAL FOREST PARTNERS LP
CRD 127064
|
LEBANON, NH, United States | $3,499,624,000 | |
|
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
CRD 123898
|
AUDUBON, PA, United States | $3,492,195,058 | |
|
ADVISOR RESOURCE COUNCIL
CRD 164109
|
DALLAS, TX, United States | $3,486,476,414 | |
|
SYSTEMATIC ALPHA INVESTMENTS, LLC
CRD 297693
|
PRINCETON, NJ, United States | $3,485,822,068 | |
|
1607 CAPITAL PARTNERS, LLC
CRD 144758
|
RICHMOND, VA, United States | $3,485,002,438 | |
|
AEA ENTERPRISE PARTNERS MANAGEMENT LP
CRD 132753
|
NEW YORK, NY, United States | $3,481,197,141 | |
|
KATHMERE CAPITAL MANAGEMENT, LLC
CRD 305118
|
WAYNE, PA, United States | $3,478,172,971 | |
|
FEDERATED HERMES FCP MANAGER, LLC
CRD 161468
|
CHEVY CHASE, MD, United States | $3,477,753,977 | |
|
ARBOR INVESTMENTS MANAGEMENT, LLC
CRD 157442
|
PALM BEACH, FL, United States | $3,476,578,967 | |
|
DOUBLELINE ALTERNATIVES LP
CRD 175212
|
TAMPA, FL, United States | $3,473,833,512 | |
|
MAIN POST PARTNERS, L.P.
CRD 172703
|
SAN FRANCISCO, CA, United States | $3,472,075,282 | |
|
CLOVER CREDIT MANAGEMENT, LLC
CRD 307632
|
NEW YORK, NY, United States | $3,471,419,706 | |
|
ARDEA INVESTMENT MANAGEMENT PTY LIMITED
CRD 312601
|
SYDNEY, NSW, Australia | $3,470,433,712 | |
|
PALISTAR CAPITAL LP
CRD 300897
|
NEW YORK, NY, United States | $3,470,379,287 | |
|
BILTMORE FAMILY OFFICE, LLC
CRD 167174
|
CHARLOTTE, NC, United States | $3,467,117,434 | |
|
MORTON CAPITAL MANAGEMENT, LLC
CRD 141250
|
CALABASAS, CA, United States | $3,465,652,532 | |
|
DONALDSON CAPITAL MANAGEMENT LLC
CRD 106131
|
EVANSVILLE, IN, United States | $3,463,957,899 | |
|
FUNDRISE ADVISORS, LLC
CRD 172036
|
WASHINGTON, DC, United States | $3,462,801,000 | |
|
CARRET ASSET MANAGEMENT, LLC
CRD 131445
|
NEW YORK, NY, United States | $3,459,799,840 | |
|
BLUEROCK FUND ADVISOR, LLC
CRD 165015
|
NEW YORK, NY, United States | $3,457,809,798 | |
|
SAGE, RUTTY & CO., INC.
CRD 3254
|
ROCHESTER, NY, United States | $3,457,800,076 | |
|
TANGENCY CAPITAL INVESTMENT ADVISORY LTD.
CRD 316597
|
HAMILTON, Bermuda | $3,452,377,875 | |
|
TANDEM INVESTMENT ADVISORS INC
CRD 109392
|
CHARLESTON, SC, United States | $3,450,893,853 | |
|
DIAMETER PRINCIPAL FINANCE LLC
CRD 328057
|
NEW YORK, NY, United States | $3,446,912,000 | |
|
WEDMONT PRIVATE CAPITAL, LLC
CRD 305815
|
WEST CHESTER, PA, United States | $3,440,714,185 | |
|
TRIBE CAPITAL MANAGEMENT, INC.
CRD 304697
|
SAN MATEO, CA, United States | $3,439,823,691 | |
|
ARVEST INVESTMENTS, INC.
CRD 42057
|
LOWELL, AR, United States | $3,439,741,668 | |
|
DRAGONFLY DIGITAL MANAGEMENT, LLC
CRD 300750
|
SAN FRANCISCO, CA, United States | $3,437,541,969 | |
|
CEREDEX VALUE ADVISORS LLC
CRD 146023
|
WINTER PARK, FL, United States | $3,431,437,288 | |
|
ECOR1 CAPITAL, LLC
CRD 167121
|
SAN FRANCISCO, CA, United States | $3,424,668,843 |