Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
WEALTHQUEST CORPORATION
CRD 141473
|
CINCINNATI, OH, United States | $2,223,229,116 | |
|
FOSTER DYKEMA CABOT & PARTNERS, LLC
CRD 300282
|
WALTHAM, MA, United States | $2,223,188,313 | |
|
ARISTOTLE ATLANTIC PARTNERS, LLC
CRD 285721
|
SARASOTA, FL, United States | $2,222,137,002 | |
|
RIVERFRONT INVESTMENT GROUP, LLC
CRD 146221
|
RICHMOND, VA, United States | $2,221,276,035 | |
|
E.S. BARR & COMPANY
CRD 107447
|
LEXINGTON, KY, United States | $2,220,368,166 | |
|
DETALUS ADVISORS, LLC
CRD 117958
|
ST. LOUIS, MO, United States | $2,220,354,641 | |
|
LONGRANGE CAPITAL, L.P.
CRD 309379
|
STAMFORD, CT, United States | $2,219,553,000 | |
|
UNITED ASSET STRATEGIES INC.
CRD 107434
|
GARDEN CITY, NY, United States | $2,218,000,000 | |
|
TPG FINANCIAL ADVISORS, LLC
CRD 141153
|
PORTLAND, OR, United States | $2,217,933,597 | |
|
OAKMONT CORPORATION
CRD 112337
|
LOS ANGELES, CA, United States | $2,217,465,327 | |
|
OCCUDO QUANTITATIVE STRATEGIES LP
CRD 310070
|
FORT LAUDERDALE, FL, United States | $2,216,992,038 | |
|
GOLDEN STATE WEALTH MANAGEMENT, LLC
CRD 167995
|
POWELL, WY, United States | $2,215,873,193 | |
|
FURTHER GLOBAL CAPITAL MANAGEMENT, L.P.
CRD 289257
|
NEW YORK, NY, United States | $2,215,639,888 | |
|
GRANDFIELD & DODD, LLC
CRD 110971
|
NEW YORK, NY, United States | $2,213,268,773 | |
|
ALPHAQUEST LLC
CRD 285141
|
NEW YORK, NY, United States | $2,212,507,750 | |
|
PATTEN AND PATTEN, INC.
CRD 105414
|
CHATTANOOGA, TN, United States | $2,210,816,671 | |
|
ADVISORS ASSET MANAGEMENT, INC.
CRD 46727
|
MONUMENT, CO, United States | $2,209,285,931 | |
|
THE FORUM FINANCE GROUP SA
CRD 284407
|
GENEVA, Switzerland | $2,208,000,000 | |
|
CR GROUP L.P.
CRD 132967
|
HOUSTON, TX, United States | $2,207,554,370 | |
|
KOSMOS MANAGEMENT LLC
CRD 164712
|
SEATTLE, WA, United States | $2,205,900,876 | |
|
FS STRUCTURED PRODUCTS ADVISOR, LLC
CRD 301285
|
PHILADELPHIA, PA, United States | $2,203,855,268 | |
|
WILLOW RUN ADVISORS, LLC
CRD 343930
|
NEW YORK, NY, United States | $2,202,734,364 | |
|
JD EUROWAY CAPITAL PARTNERS LLC
CRD 305102
|
MONTREAL, QUEBEC, Canada | $2,201,300,000 | |
|
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
CRD 331389
|
MUMBAI, India | $2,201,221,019 | |
|
KILEY JUERGENS WEALTH MANAGEMENT, LLC
CRD 151088
|
OLYMPIA, WA, United States | $2,200,220,068 | |
|
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD 174433
|
BOSTON, MA, United States | $2,198,064,234 | |
|
1834 INVESTMENT ADVISORS CO.
CRD 105435
|
MILWAUKEE, WI, United States | $2,196,582,334 | |
|
RAGA PARTNERS LP
CRD 316791
|
NEW YORK, NY, United States | $2,195,494,520 | |
|
INDEPENDENCE ASSET ADVISORS, LLC
CRD 152963
|
WYNNEWOOD, PA, United States | $2,191,408,151 | |
|
LUPA RIA INVESTMENT MANAGEMENT LLC
CRD 314819
|
NEW YORK, NY, United States | $2,189,329,023 | |
|
MAXIM CAPITAL GROUP, LLC
CRD 288321
|
NEW YORK, NY, United States | $2,189,298,777 | |
|
GTIS PARTNERS LP
CRD 156798
|
NEW YORK, NY, United States | $2,189,021,990 | |
|
WEALTHPLAN INVESTMENT MANAGEMENT LLC
CRD 311364
|
OMAHA, NE, United States | $2,185,239,312 | |
|
NADLER FINANCIAL GROUP, INC.
CRD 122617
|
DEERFIELD, IL, United States | $2,184,933,190 | |
|
DSC MERIDIAN CAPITAL LP
CRD 296590
|
NEW YORK, NY, United States | $2,183,993,790 | |
|
CLEAR HAVEN CAPITAL MANAGEMENT, LLC
CRD 149165
|
NEW YORK, NY, United States | $2,183,581,791 | |
|
HITE HEDGE ASSET MANAGEMENT LLC
CRD 160173
|
BRAINTREE, MA, United States | $2,182,095,755 | |
|
THE INVESTMENT COUNSEL COMPANY OF NEVADA
CRD 19608
|
LAS VEGAS, NV, United States | $2,181,261,991 | |
|
OREI ADVISORS LP
CRD 284241
|
AUSTIN, TX, United States | $2,181,051,006 | |
|
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD 152922
|
DORADO, PR, United States | $2,180,629,620 | |
|
JOEL R. MOGY INVESTMENT COUNSEL INC.
CRD 111622
|
BEVERLY HILLS, CA, United States | $2,180,334,456 | |
|
PACIFIC LAKE PARTNERS, L.L.C.
CRD 160377
|
BOSTON, MA, United States | $2,179,904,230 | |
|
CONDOR CAPITAL MANAGEMENT
CRD 104920
|
MARTINSVILLE, NJ, United States | $2,179,700,881 | |
|
CAI MANAGER LP
CRD 310205
|
MILL VALLEY, CA, United States | $2,177,689,001 | |
|
BELL ASSET MANAGEMENT LIMITED
CRD 146144
|
MELBOURNE, Australia | $2,176,768,080 | |
|
CATALIO CAPITAL MANAGEMENT, LP
CRD 310374
|
NEW YORK, NY, United States | $2,176,631,478 | |
|
ASCEND CAPITAL PARTNERS MANAGER, L.P.
CRD 310515
|
NEW YORK, NY, United States | $2,176,274,072 | |
|
SAGEFIELD INVESTMENT GROUP LP
CRD 312019
|
DALLAS, TX, United States | $2,173,361,795 | |
|
MERCER INVESTMENT SOLUTIONS LLC
CRD 155919
|
NEW YORK, NY, United States | $2,172,441,215 | |
|
SIGMA INVESTMENT COUNSELORS, INC.
CRD 104754
|
NORTHVILLE, MI, United States | $2,170,659,010 |