Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
3I CORPORATION
CRD 159892
|
NEW YORK, NY, United States | $2,697,286,220 | |
|
ADVANCED PORTFOLIO MANAGEMENT, LLC
CRD 138769
|
NEW YORK, NY, United States | $2,697,149,188 | |
|
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
|
INDIANAPOLIS, IN, United States | $2,696,672,242 | |
|
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
CRD 174809
|
MEMPHIS, TN, United States | $2,694,432,925 | |
|
INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
|
SEATTLE, WA, United States | $2,693,146,865 | |
|
BREAKTHROUGH SERVICES, L.L.C.
CRD 309668
|
LOS ANGELES, CA, United States | $2,692,663,456 | |
|
NORRIS PERNE & FRENCH LLP
CRD 104683
|
GRAND RAPIDS, MI, United States | $2,691,127,889 | |
|
RXR ASSET MANAGEMENT LLC
CRD 158268
|
UNIONDALE, NY, United States | $2,690,042,000 | |
|
GOBI CAPITAL LLC
CRD 151427
|
BEVERLY HILLS, CA, United States | $2,689,434,344 | |
|
GENNX360 MANAGEMENT COMPANY, LLC
CRD 160331
|
NEW YORK, NY, United States | $2,688,752,136 | |
|
STADION MONEY MANAGEMENT, LLC
CRD 112608
|
WATKINSVILLE, GA, United States | $2,688,655,028 | |
|
PRECISION CAPITAL ADVISORS, LLC
CRD 157784
|
GREENWICH, CT, United States | $2,688,246,972 | |
|
MULTICOIN CAPITAL MANAGEMENT, LLC
CRD 297302
|
AUSTIN, TX, United States | $2,687,517,064 | |
|
CAPITAL DYNAMICS, INC.
CRD 130320
|
NEW YORK, NY, United States | $2,686,955,570 | |
|
ANALYST PORTFOLIO MANAGEMENT LTD.
CRD 114642
|
TEL AVIV, Israel | $2,686,327,947 | |
|
VALLEY WEALTH MANAGERS, INC.
CRD 108879
|
PARAMUS, NJ, United States | $2,685,875,358 | |
|
W CAPITAL MANAGEMENT, LLC
CRD 159408
|
NEW YORK, NY, United States | $2,684,292,954 | |
|
MAIN STREET RESEARCH LLC
CRD 114629
|
LAKEVILLE, CT, United States | $2,681,886,634 | |
|
CIM CAPITAL, LLC
CRD 277038
|
LOS ANGELES, CA, United States | $2,681,721,445 | |
|
CADIAN CAPITAL MANAGEMENT, LP
CRD 157813
|
NEW YORK, NY, United States | $2,679,961,653 | |
|
MARCUS PARTNERS, LLC
CRD 161326
|
BOSTON, MA, United States | $2,678,508,772 | |
|
MCADAM LLC
CRD 170914
|
RADNOR, PA, United States | $2,678,322,349 | |
|
INTANDEM CAPITAL PARTNERS, LP
CRD 288774
|
NEW YORK, NY, United States | $2,675,336,308 | |
|
HERON VIEW PARTNERS LLC
CRD 105926
|
NEW YORK, NY, United States | $2,674,376,492 | |
|
PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY
CRD 173995
|
MARLTON, NJ, United States | $2,674,263,421 | |
|
PARALEL ADVISORS LLC
CRD 315804
|
DENVER, CO, United States | $2,671,188,537 | |
|
36 NORTH CAPITAL MANAGEMENT, LLC
CRD 317557
|
BENTONVILLE, AR, United States | $2,670,149,362 | |
|
WINDROSE ADVISORS LLC
CRD 152145
|
WALTHAM, MA, United States | $2,669,012,816 | |
|
MULTNOMAH GROUP, INC.
CRD 132131
|
PORTLAND, OR, United States | $2,666,622,258 | |
|
ROCK HARBOR PARTNERS LLC
CRD 322545
|
LARCHMONT, NY, United States | $2,665,606,649 | |
|
PHILLIPS AND COMPANY ADVISORS LLC
CRD 167214
|
PORTLAND, OR, United States | $2,664,967,346 | |
|
MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.
CRD 138240
|
MOBILE, AL, United States | $2,657,582,515 | |
|
LEGACY WEALTH MANAGEMENT INC
CRD 108619
|
MEMPHIS, TN, United States | $2,657,303,544 | |
|
LEXINGTON ADVISORS LLC
CRD 107364
|
NEW YORK, NY, United States | $2,656,573,224 | |
|
BERKADIA CAPITAL ADVISORS LLC
CRD 312130
|
AMBLER, PA, United States | $2,656,303,438 | |
|
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
CRD 111872
|
DECATUR, IL, United States | $2,655,482,859 | |
|
GARDE CAPITAL, INC.
CRD 151043
|
SEATTLE, WA, United States | $2,654,928,032 | |
|
CORNERSTONE INVESTMENT PARTNERS, LLC
CRD 111753
|
ATLANTA, GA, United States | $2,654,449,338 | |
|
IPEX, INC.
CRD 124337
|
PLYMOUTH, MI, United States | $2,654,083,361 | |
|
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC
CRD 108100
|
SAN FRANCISCO, CA, United States | $2,651,267,552 | |
|
EVERSEPT PARTNERS, L.P.
CRD 282358
|
NEW YORK, NY, United States | $2,650,965,000 | |
|
26NORTH DIRECT LENDING LP
CRD 323152
|
NEW YORK, NY, United States | $2,649,967,439 | |
|
TRANSPOSE PLATFORM MANAGEMENT, LLC
CRD 287674
|
HOUSTON, TX, United States | $2,649,824,366 | |
|
TCG CAPITAL MANAGEMENT, LP
CRD 298007
|
PLAYA VISTA, CA, United States | $2,648,514,065 | |
|
EMBREE FINANCIAL GROUP
CRD 108233
|
CHICAGO, IL, United States | $2,644,868,887 | |
|
FOSTER VICTOR WEALTH ADVISORS, LLC
CRD 283656
|
GREENVILLE, SC, United States | $2,644,715,238 | |
|
MESIROW RE-IA, INC.
CRD 328098
|
CHICAGO, IL, United States | $2,643,239,967 | |
|
JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663
|
PITTSTON, PA, United States | $2,642,543,015 | |
|
SUNBELT SECURITIES, INC.
CRD 42180
|
HOUSTON, TX, United States | $2,640,113,505 | |
|
THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
CRD 172470
|
WALPOLE, MA, United States | $2,639,463,916 |