Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
J.DEREK LEWIS & ASSOCIATES, INC.
CRD 122307
|
NEWPORT BEACH, CA, United States | $2,276,577,707 | |
|
YHB INVESTMENT ADVISORS INC
CRD 105434
|
WEST HARTFORD, CT, United States | $2,276,256,000 | |
|
VESTOR CAPITAL, LLC
CRD 165855
|
CHICAGO, IL, United States | $2,275,902,104 | |
|
DW PARTNERS, LP
CRD 155459
|
NEW YORK, NY, United States | $2,273,017,018 | |
|
BEAIRD HARRIS WEALTH MANAGEMENT, LLC
CRD 107238
|
DALLAS, TX, United States | $2,272,278,072 | |
|
WARATAH CAPITAL ADVISORS LTD.
CRD 173867
|
TORONTO, ONTARIO, Canada | $2,270,964,911 | |
|
COLISEUM CAPITAL MANAGEMENT, LLC
CRD 158120
|
ROWAYTON, CT, United States | $2,269,400,402 | |
|
FOCUSED WEALTH MANAGEMENT, INC.
CRD 154828
|
NEWBURGH, NY, United States | $2,268,833,800 | |
|
SANDTON CAPITAL PARTNERS, LP
CRD 160364
|
NEW YORK, NY, United States | $2,268,424,440 | |
|
ACCESS HOLDINGS MANAGEMENT COMPANY LLC
CRD 297197
|
BALTIMORE, MD, United States | $2,267,715,547 | |
|
SATHER FINANCIAL GROUP, INC.
CRD 109344
|
VICTORIA, TX, United States | $2,267,064,012 | |
|
CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
|
STAMFORD, CT, United States | $2,266,399,657 | |
|
MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC
CRD 110152
|
SAN RAMON, CA, United States | $2,263,378,626 | |
|
EMERALD INVESTMENT ADVISERS, LLC
CRD 338769
|
LEOLA, PA, United States | $2,262,694,558 | |
|
WATERLOO CAPITAL, L.P.
CRD 133705
|
AUSTIN, TX, United States | $2,261,124,371 | |
|
RUBICON FOUNDERS LLC
CRD 315631
|
NASHVILLE, TN, United States | $2,260,751,398 | |
|
BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103
|
DARIEN, CT, United States | $2,259,001,736 | |
|
EXCELLERE CAPITAL MANAGEMENT LLC
CRD 142904
|
DENVER, CO, United States | $2,255,352,333 | |
|
LOGOS GLOBAL MANAGEMENT, L.P.
CRD 305162
|
SAN FRANCISCO, CA, United States | $2,252,473,038 | |
|
RATHER & KITTRELL, INC.
CRD 114885
|
KNOXVILLE, TN, United States | $2,252,296,454 | |
|
M SQUARE INVESTIMENTOS LTDA.
CRD 336712
|
SAO PAULO, Brazil | $2,251,538,613 | |
|
APC ASSET DEVELOPMENT I, LP
CRD 328513
|
NEWPORT BEACH, CA, United States | $2,250,588,535 | |
|
PACIFIC INCOME ADVISERS INC
CRD 104719
|
EL SEGUNDO, CA, United States | $2,249,434,000 | |
|
CORNERSTONE ADVISORY, LLC
CRD 142359
|
HUNT VALLEY, MD, United States | $2,249,006,784 | |
|
TENG YUE PARTNERS, L.P.
CRD 162895
|
NEW YORK, NY, United States | $2,247,493,203 | |
|
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.
CRD 285401
|
BOCA RATON, FL, United States | $2,245,093,352 | |
|
AVALOR INVESTMENT AG
CRD 283227
|
ZURICH, Switzerland | $2,244,937,195 | |
|
TWELVE POINTS WEALTH MANAGEMENT LLC
CRD 171107
|
CONCORD, MA, United States | $2,243,862,574 | |
|
BROWNING WEST LP
CRD 304702
|
LOS ANGELES, CA, United States | $2,243,666,976 | |
|
TROLUCE CAPITAL ADVISORS LLC
CRD 313120
|
DORADO, PR, United States | $2,242,396,280 | |
|
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
CRD 107485
|
BOULDER, CO, United States | $2,240,104,568 | |
|
ENTROPY TECHNOLOGIES, LP
CRD 325283
|
NEW YORK, NY, United States | $2,238,108,051 | |
|
PASSAIC PARTNERS LLC
CRD 313290
|
NEWARK, NJ, United States | $2,237,507,816 | |
|
MASON CAPITAL MANAGEMENT LLC
CRD 158797
|
NEW YORK, NY, United States | $2,237,452,245 | |
|
J. STERN & CO. LLP
CRD 323871
|
LONDON, United Kingdom | $2,234,876,930 | |
|
ABSOLUTE INVESTMENT ADVISERS, LLC
CRD 132436
|
ROSEMARY BEACH, FL, United States | $2,233,935,045 | |
|
RETHINK CAPITAL PARTNERS, LLC
CRD 171118
|
WHITE PLAINS, NY, United States | $2,233,598,000 | |
|
NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
|
MEMPHIS, TN, United States | $2,233,319,046 | |
|
EIV CAPITAL, LLC
CRD 169111
|
HOUSTON, TX, United States | $2,232,201,782 | |
|
ARBION LIMITED
CRD 155663
|
LONDON, United Kingdom | $2,231,126,780 | |
|
FEG INVESTMENT SERVICES, LLC
CRD 281516
|
CINCINNATI, OH, United States | $2,230,684,322 | |
|
CHURCHILL PCIF ADVISOR LLC
CRD 329140
|
NEW YORK, NY, United States | $2,229,214,555 | |
|
CCMP CAPITAL ADVISORS, LP
CRD 140121
|
NEW YORK, NY, United States | $2,229,046,156 | |
|
KOSS-OLINGER CONSULTING, LLC.
CRD 111855
|
GAINESVILLE, FL, United States | $2,228,866,700 | |
|
HERITAGE INVESTMENT GROUP, INC.
CRD 113204
|
POMPANO BEACH, FL, United States | $2,228,296,610 | |
|
CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED
CRD 151223
|
SYDNEY, Australia | $2,228,148,061 | |
|
LBMC INVESTMENT ADVISORS LLC
CRD 108943
|
BRENTWOOD, TN, United States | $2,226,438,368 | |
|
TWO SIGMA VENTURES, LP
CRD 295416
|
NEW YORK, NY, United States | $2,226,118,447 | |
|
APS ASSET MANAGEMENT PTE LTD
CRD 109189
|
SINGAPORE, Singapore | $2,225,901,406 | |
|
HUMAN INVESTING, LLC
CRD 133017
|
LAKE OSWEGO, OR, United States | $2,224,161,775 |