Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SAMSARA BIOCAPITAL, LLC
CRD 288114
|
$2,170,095,404 | ||
|
PINNACLE PENSION CONSULTANTS LLC
CRD 133442
|
NEEDHAM, MA, United States | $2,169,070,234 | |
|
RESURGENS TECHNOLOGY ADVISORS, L.P.
CRD 293042
|
ATLANTA, GA, United States | $2,167,638,358 | |
|
PDS PLANNING INC
CRD 106895
|
DUBLIN, OH, United States | $2,167,293,722 | |
|
ZUCKERMAN INVESTMENT GROUP, LLC
CRD 137785
|
CHICAGO, IL, United States | $2,167,050,844 | |
|
ANFIELD CAPITAL MANAGEMENT, LLC
CRD 165211
|
IRVINE, CA, United States | $2,164,405,044 | |
|
CAPITOL SECURITIES MANAGEMENT, INC.
CRD 14169
|
GLEN ALLEN, VA, United States | $2,162,366,778 | |
|
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY
CRD 170015
|
SHANGHAI, China | $2,156,302,887 | |
|
ABACUS PLANNING GROUP, INC.
CRD 107994
|
COLUMBIA, SC, United States | $2,155,806,749 | |
|
OCTAVIA WEALTH ADVISORS LLC
CRD 306909
|
CINCINNATI, OH, United States | $2,153,480,679 | |
|
LATTICE STRATEGIES LLC
CRD 130373
|
WAYNE, PA, United States | $2,153,460,678 | |
|
HMI CAPITAL MANAGEMENT, L.P.
CRD 160850
|
SAN FRANCISCO, CA, United States | $2,152,424,287 | |
|
MERIDIEM CAPITAL PARTNERS LP
CRD 318498
|
DALLAS, TX, United States | $2,150,412,638 | |
|
GREENLAND CAPITAL MANAGEMENT LP
CRD 317701
|
NEW YORK, NY, United States | $2,150,244,120 | |
|
EVOLVE PRIVATE WEALTH, LLC
CRD 333932
|
LOS ANGELES, CA, United States | $2,147,950,288 | |
|
ROOT FINANCIAL PARTNERS, LLC
CRD 290289
|
AUSTIN, TX, United States | $2,147,774,389 | |
|
PRIVATE ADVISORY GROUP LLC
CRD 170043
|
REDMOND, WA, United States | $2,144,656,403 | |
|
MERRICKS CAPITAL PTY LTD
CRD 157533
|
MELBOURNE, Australia | $2,144,227,968 | |
|
ETHOS FINANCIAL GROUP, LLC
CRD 321748
|
KING OF PRUSSIA, PA, United States | $2,144,085,745 | |
|
FINANCIAL MANAGEMENT NETWORK INC
CRD 110454
|
MISSION VIEJO, CA, United States | $2,143,652,081 | |
|
TIVERTON ADVISORS, LLC
CRD 305331
|
RALEIGH, NC, United States | $2,143,537,247 | |
|
RAM REALTY ADVISORS LLC
CRD 160238
|
PALM BEACH GARDENS, FL, United States | $2,143,370,136 | |
|
VAN HULZEN ASSET MANAGEMENT, LLC
CRD 116632
|
EL DORADO HILLS, CA, United States | $2,143,345,481 | |
|
COASTEDGE PARTNERS, LLC
CRD 149685
|
SAN DIEGO, CA, United States | $2,142,300,000 | |
|
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
CRD 107987
|
SOUTH MIAMI, FL, United States | $2,141,157,171 | |
|
NEXPHASE CAPITAL, LP
CRD 281893
|
NEW YORK, NY, United States | $2,139,935,494 | |
|
RP MANAGEMENT, LLC
CRD 161569
|
NEW YORK, NY, United States | $2,139,046,014 | |
|
KINTEGRAL ADVISORY, LLC
CRD 164160
|
NEW YORK, NY, United States | $2,138,796,164 | |
|
NFC INVESTMENTS, LLC
CRD 132844
|
MEMPHIS, TN, United States | $2,137,518,402 | |
|
PINNACLE WEALTH PLANNING SERVICES, INC.
CRD 106817
|
MANSFIELD, OH, United States | $2,136,474,646 | |
|
INTERMEDE GLOBAL PARTNERS INC
CRD 288616
|
SAN FRANCISCO, CA, United States | $2,136,093,838 | |
|
NEXT CAPITAL MANAGEMENT LLC
CRD 110793
|
NEW YORK, NY, United States | $2,135,481,487 | |
|
FERNBRIDGE CAPITAL MANAGEMENT LP
CRD 309334
|
LOS ANGELES, CA, United States | $2,132,734,149 | |
|
GMO SINGAPORE PTE. LIMITED
CRD 169321
|
SINGAPORE, Singapore | $2,130,674,794 | |
|
LAWLEY RETIREMENT ADVISORS, LLC
CRD 282786
|
BUFFALO, NY, United States | $2,130,067,484 | |
|
ORLEANS CAPITAL MANAGEMENT CORP
CRD 111359
|
MANDEVILLE, LA, United States | $2,126,643,309 | |
|
ROUNDVIEW CAPITAL, LLC
CRD 148083
|
PRINCETON, NJ, United States | $2,126,359,440 | |
|
SIR CAPITAL MANAGEMENT L.P.
CRD 161096
|
NEW YORK, NY, United States | $2,126,184,181 | |
|
SPARX ASSET MANAGEMENT KOREA CO., LTD.
CRD 338393
|
SEOUL, Korea, South | $2,126,181,370 | |
|
DOUBLELINE ETF ADVISER LP
CRD 317415
|
TAMPA, FL, United States | $2,125,603,486 | |
|
OKABENA INVESTMENT SERVICES INC
CRD 111162
|
MINNEAPOLIS, MN, United States | $2,120,659,435 | |
|
TOWER ARCH CAPITAL, L.P.
CRD 169057
|
DRAPER, UT, United States | $2,118,110,089 | |
|
ENLIGHTENMENT CAPITAL, LLC
CRD 166422
|
CHEVY CHASE, MD, United States | $2,116,711,261 | |
|
WESTVIEW CAPITAL MANAGEMENT LLC
CRD 157839
|
BOSTON, MA, United States | $2,116,090,084 | |
|
VELOCITY CAPITAL ADVISORS LLC
CRD 322722
|
NEW YORK, NY, United States | $2,115,440,110 | |
|
SUNCOAST EQUITY MANAGEMENT, LLC
CRD 108289
|
TAMPA, FL, United States | $2,114,694,094 | |
|
BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED
CRD 297731
|
SINGAPORE, Singapore | $2,113,973,215 | |
|
NEW ENGLAND RETIREMENT CONSULTANTS, LLC
CRD 141573
|
BOSTON, MA, United States | $2,113,790,906 | |
|
PFG INVESTMENTS, LLC
CRD 116537
|
WOODBURY, NY, United States | $2,111,673,883 | |
|
DISTILLATE CAPITAL PARTNERS LLC
CRD 297521
|
CHICAGO, IL, United States | $2,111,539,753 |