Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
TRUST ASSET MANAGEMENT LLC
CRD 147379
|
HOUSTON, TX, United States | $3,205,831,994 | |
|
LEO WEALTH, LLC
CRD 283891
|
EDISON, NJ, United States | $3,205,181,999 | |
|
PRINCIPLE WEALTH PARTNERS LLC
CRD 290180
|
MADISON, CT, United States | $3,204,653,344 | |
|
E.P.G., INCORPORATED
CRD 106821
|
FRAMINGHAM, MA, United States | $3,203,784,558 | |
|
ROFFMAN MILLLER ASSOCIATES INC
CRD 106019
|
PHILADELPHIA, PA, United States | $3,198,701,439 | |
|
BOGART WEALTH, LLC
CRD 283886
|
MCLEAN, VA, United States | $3,190,530,230 | |
|
GREENBELT CAPITAL MANAGEMENT L.P.
CRD 322516
|
AUSTIN, TX, United States | $3,189,753,781 | |
|
ALTES CAPITAL, LLC
CRD 331481
|
$3,189,256,194 | ||
|
KA FUND ADVISORS, LLC
CRD 141037
|
HOUSTON, TX, United States | $3,188,024,827 | |
|
LUTZ FINANCIAL SERVICES, LLC
CRD 117273
|
OMAHA, NE, United States | $3,187,194,167 | |
|
FITZWALTER CAPITAL (US) LLC
CRD 311629
|
NEW YORK, NY, United States | $3,187,181,569 | |
|
SOLUS ALTERNATIVE ASSET MANAGEMENT LP
CRD 144155
|
SUMMIT, NJ, United States | $3,186,080,625 | |
|
ALTERRA IOS MANAGER, LLC
CRD 324445
|
RADNOR, PA, United States | $3,185,889,654 | |
|
FOURSIXTHREE CAPITAL LP
CRD 311299
|
NEW YORK, NY, United States | $3,184,324,389 | |
|
GIRARD ADVISORY SERVICES, LLC
CRD 39163
|
KING OF PRUSSIA, PA, United States | $3,181,086,908 | |
|
LCP INSTITUTIONAL, LLC
CRD 325133
|
ATLANTA, GA, United States | $3,176,574,790 | |
|
BURFORD CAPITAL INVESTMENT MANAGEMENT LLC
CRD 167365
|
CHICAGO, IL, United States | $3,172,206,405 | |
|
VMG PARTNERS II, LLC
CRD 157720
|
SAN FRANCISCO, CA, United States | $3,171,264,048 | |
|
CSENGE ADVISORY GROUP, LLC
CRD 131167
|
CLEARWATER, FL, United States | $3,169,721,491 | |
|
HILTON CAPITAL MANAGEMENT, LLC
CRD 116357
|
GARDEN CITY, NY, United States | $3,161,983,610 | |
|
MIDLAND WEALTH ADVISORS, LLC
CRD 324997
|
EFFINGHAM, IL, United States | $3,160,007,607 | |
|
TENNENBAUM CAPITAL PARTNERS, LLC
CRD 113203
|
SANTA MONICA, CA, United States | $3,156,595,256 | |
|
NORTH SQUARE INVESTMENTS, LLC
CRD 294355
|
CHICAGO, IL, United States | $3,154,462,709 | |
|
AVESI PARTNERS LLC
CRD 314570
|
STAMFORD, CT, United States | $3,154,091,801 | |
|
ON INVESTMENT MANAGEMENT CO
CRD 105662
|
CINCINNATI, OH, United States | $3,152,519,169 | |
|
CYNDEO WEALTH PARTNERS, LLC
CRD 307781
|
ST. PETERSBURG, FL, United States | $3,151,489,364 | |
|
ADVISORNET FINANCIAL, INC.
CRD 113074
|
MINNETONKA, MN, United States | $3,149,498,789 | |
|
SRH ADVISORS, LLC
CRD 148479
|
SALINA, KS, United States | $3,149,064,331 | |
|
SANTANDER SECURITIES LLC
CRD 41791
|
BOSTON, MA, United States | $3,140,983,898 | |
|
STRATEGIC INCOME MANAGEMENT, LLC
CRD 151956
|
SEATTLE, WA, United States | $3,139,274,177 | |
|
GREENBACKER CAPITAL MANAGEMENT LLC
CRD 277101
|
PORTLAND, ME, United States | $3,136,008,573 | |
|
ROMARK CREDIT ADVISORS LP
CRD 298909
|
NEW YORK, NY, United States | $3,133,231,694 | |
|
S.W. MITCHELL CAPITAL LLP
CRD 163494
|
LONDON, United Kingdom | $3,131,104,109 | |
|
FAIRCOURT PARTNERS, LLC
CRD 295508
|
LAKE BLUFF, IL, United States | $3,120,614,420 | |
|
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
CRD 161235
|
LAKE FOREST, IL, United States | $3,118,843,509 | |
|
FIVE ELMS CAPITAL MANAGEMENT, LLC
CRD 163548
|
KANSAS CITY, MO, United States | $3,116,178,028 | |
|
CONVERSANT CAPITAL LLC
CRD 308201
|
SUMMIT, NJ, United States | $3,115,964,049 | |
|
NANTAHALA CAPITAL MANAGEMENT, LLC
CRD 158081
|
NEW CANAAN, CT, United States | $3,114,082,769 | |
|
MOORSTONE, L.P.
CRD 339519
|
NEW YORK, NY, United States | $3,111,449,896 | |
|
VAN ECK ABSOLUTE RETURN ADVISERS CORPORATION
CRD 137177
|
NEW YORK, NY, United States | $3,108,547,475 | |
|
STALEY CAPITAL ADVISERS INC
CRD 107118
|
PITTSBURGH, PA, United States | $3,108,464,090 | |
|
SOURCEROCK GROUP LLC
CRD 307575
|
DENVER, CO, United States | $3,107,409,080 | |
|
EARNED WEALTH ADVISORS, LLC
CRD 108052
|
WALNUT CREEK, CA, United States | $3,105,927,342 | |
|
CONCENTRIC CAPITAL STRATEGIES L.P.
CRD 313057
|
STAMFORD, CT, United States | $3,105,229,105 | |
|
BPS CAPITAL MANAGEMENT, INC.
CRD 120006
|
BLOOMINGTON, MN, United States | $3,104,631,016 | |
|
WINTHROP ADVISORY GROUP, LLC
CRD 288178
|
BOSTON, MA, United States | $3,101,361,784 | |
|
WINDJAMMER MANAGEMENT PARTNERS, L.P.
CRD 160396
|
NEWPORT BEACH, CA, United States | $3,101,117,347 | |
|
EAGLE GLOBAL ADVISORS LLC
CRD 107306
|
HOUSTON, TX, United States | $3,099,764,577 | |
|
LOGAN CAPITAL MANAGEMENT, INC.
CRD 108893
|
NEWTOWN SQUARE, PA, United States | $3,095,761,086 | |
|
SVB WEALTH LLC
CRD 172832
|
BOSTON, MA, United States | $3,095,230,922 |