Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
QUENT CAPITAL, LLC
CRD 308203
|
NEW YORK, NY, United States | $2,054,686,214 | |
|
CHURCHILL DLC ADVISOR LLC
CRD 304945
|
NEW YORK, NY, United States | $2,054,468,628 | |
|
CLEAR HARBOR ASSET MANAGEMENT, LLC
CRD 152242
|
STAMFORD, CT, United States | $2,054,393,403 | |
|
APPLIED FINANCE ADVISORS, LLC
CRD 140054
|
SAN ANTONIO, TX, United States | $2,052,081,914 | |
|
WARWICK INVESTMENT GROUP, LLC
CRD 226670
|
OKLAHOMA CITY, OK, United States | $2,050,487,383 | |
|
DAVIS INVESTMENT VENTURES, LLC
CRD 161888
|
BOSTON, MA, United States | $2,049,970,037 | |
|
NATURAL INVESTMENTS PBLLC
CRD 113348
|
$2,049,934,012 | ||
|
SAWGRASS ASSET MANAGEMENT LLC
CRD 108831
|
PONTE VEDRA BEACH, FL, United States | $2,049,785,116 | |
|
CARSON GROUP INVESTING, LLC
CRD 291744
|
OMAHA, NE, United States | $2,048,522,707 | |
|
INSCRIPTION CAPITAL, LLC
CRD 291780
|
HOUSTON, TX, United States | $2,047,681,895 | |
|
SOFI WEALTH LLC
CRD 167958
|
SAN FRANCISCO, CA, United States | $2,047,338,985 | |
|
ADVICEONE ADVISORY SERVICES, LLC
CRD 111614
|
GLASTONBURY, CT, United States | $2,045,736,720 | |
|
PCM ENCORE, LLC
CRD 333127
|
ASPEN, CO, United States | $2,045,317,435 | |
|
CRESTA FUND MANAGEMENT LLC
CRD 288079
|
DALLAS, TX, United States | $2,044,723,282 | |
|
DOYENNE WEALTH ADVISORS LLC
CRD 315995
|
CHICAGO, IL, United States | $2,044,364,737 | |
|
VOLATILITY SHARES LLC
CRD 321955
|
PALM BEACH GARDENS, FL, United States | $2,044,322,328 | |
|
MINOT DEBLOIS ADVISORS LLC
CRD 140170
|
BOSTON, MA, United States | $2,044,115,331 | |
|
BLUE ROAD MANAGEMENT, L.P.
CRD 169845
|
NEW YORK, NY, United States | $2,043,601,649 | |
|
MOSAIC FAMILY WEALTH PARTNERS, LLC
CRD 317377
|
ST. LOUIS, MO, United States | $2,041,642,008 | |
|
CLEARVIEW CAPITAL, L.P.
CRD 161146
|
STAMFORD, CT, United States | $2,041,579,460 | |
|
L SQUARED CAPITAL MANAGEMENT LP
CRD 288509
|
NEWPORT BEACH, CA, United States | $2,041,017,515 | |
|
MJE - LOOP CAPITAL PARTNERS LLC
CRD 287638
|
NEW YORK, NY, United States | $2,040,480,084 | |
|
POINT BREAK CAPITAL MANAGEMENT LLC
CRD 164213
|
MIAMI, FL, United States | $2,038,408,736 | |
|
OPEROSE ADVISORS LLC
CRD 287465
|
MILWAUKEE, WI, United States | $2,038,167,082 | |
|
ATWOOD & PALMER, INC.
CRD 104995
|
KANSAS CITY, MO, United States | $2,037,056,697 | |
|
BRISTOL GROUP INC
CRD 105087
|
SAN FRANCISCO, CA, United States | $2,037,047,000 | |
|
8 KNOTS MANAGEMENT, LLC
CRD 305473
|
DALLAS, TX, United States | $2,034,678,758 | |
|
CALLODINE CAPITAL MANAGEMENT, LP
CRD 297115
|
BOSTON, MA, United States | $2,034,231,012 | |
|
RESMARK EQUITY PARTNERS, LLC
CRD 116882
|
LOS ANGELES, CA, United States | $2,033,727,000 | |
|
PROVISE MANAGEMENT GROUP, LLC
CRD 105375
|
CLEARWATER, FL, United States | $2,033,366,884 | |
|
CAPWEALTH ADVISORS, LLC
CRD 148781
|
FRANKLIN, TN, United States | $2,030,847,981 | |
|
ALPEN PARTNERS INTERNATIONAL AG
CRD 291759
|
FREIENBACH, Switzerland | $2,030,496,097 | |
|
WASHINGTON CROSSING ADVISORS LLC
CRD 281511
|
MORRISTOWN, NJ, United States | $2,028,694,766 | |
|
ALTHUM ADVISORS LLC
CRD 315952
|
MIAMI, FL, United States | $2,028,274,973 | |
|
KEEBECK PARTNERS, LLC
CRD 297496
|
CHICAGO, IL, United States | $2,027,909,271 | |
|
HALYARD ASSET MANAGEMENT LLC
CRD 154493
|
WHITE PLAINS, NY, United States | $2,027,676,556 | |
|
AVITY INVESTMENT MANAGEMENT INC.
CRD 104623
|
GREENWICH, CT, United States | $2,027,216,229 | |
|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD 117962
|
EDINA, MN, United States | $2,026,865,282 | |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
CRD 108102
|
GREENBRAE, CA, United States | $2,026,735,656 | |
|
NIPUN CAPITAL, L.P.
CRD 159752
|
FOSTER CITY, CA, United States | $2,026,716,101 | |
|
FRONTENAC COMPANY LLC
CRD 156096
|
CHICAGO, IL, United States | $2,025,783,003 | |
|
CHERRY CREEK FAMILY OFFICES, LLC
CRD 156310
|
DENVER, CO, United States | $2,022,261,509 | |
|
NCH CAPITAL INC.
CRD 157288
|
NEW YORK, NY, United States | $2,021,566,649 | |
|
PORTOLAN CAPITAL MANAGEMENT, LLC
CRD 157542
|
BOSTON, MA, United States | $2,021,361,155 | |
|
UNISON ADVISORS LLC
CRD 155470
|
PROVIDENCE, RI, United States | $2,021,040,000 | |
|
HAMMES REALTY ADVISORS, LLC
CRD 165693
|
MILWAUKEE, WI, United States | $2,020,277,795 | |
|
MADISON AVENUE SECURITIES, LLC
CRD 23224
|
SAN DIEGO, CA, United States | $2,019,427,633 | |
|
BOSTON FAMILY OFFICE LLC
CRD 107141
|
BOSTON, MA, United States | $2,019,164,947 | |
|
RUSH ISLAND MANAGEMENT, LP
CRD 291275
|
NEW YORK, NY, United States | $2,018,851,000 | |
|
WESTECH INVESTMENT ADVISORS LLC
CRD 110429
|
PORTOLA VALLEY, CA, United States | $2,017,502,061 |