Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MARKS GROUP WEALTH MANAGEMENT, INC.
CRD 148679
|
MINNETONKA, MN, United States | $2,017,276,019 | |
|
SPYGLASS CAPITAL MANAGEMENT, LLC
CRD 281266
|
GREENBRAE, CA, United States | $2,017,152,259 | |
|
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC
CRD 174333
|
BOSTON, MA, United States | $2,015,779,403 | |
|
ALBION MANAGEMENT GROUP
CRD 105957
|
SALT LAKE CITY, UT, United States | $2,013,640,676 | |
|
INFINITY Q CAPITAL MANAGEMENT, LLC
CRD 164179
|
NEW YORK, NY, United States | $2,013,000,000 | |
|
DECLARATION PARTNERS LP
CRD 297786
|
NEW YORK, NY, United States | $2,012,976,514 | |
|
WOODMONT INVESTMENT COUNSEL, LLC
CRD 109779
|
NASHVILLE, TN, United States | $2,012,232,004 | |
|
AFF FUND MANAGER, LLC
CRD 281296
|
ATLANTA, GA, United States | $2,009,991,423 | |
|
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091
|
MONTGOMERY, AL, United States | $2,009,618,834 | |
|
CORRY CAPITAL ADVISORS, LLC
CRD 165403
|
VERO BEACH, FL, United States | $2,008,850,285 | |
|
PHYSICIAN WEALTH ADVISORS, INC.
CRD 106043
|
SALT LAKE CITY, UT, United States | $2,006,590,538 | |
|
LANE42 INVESTMENT PARTNERS, LLC
CRD 335548
|
SANTA MONICA, CA, United States | $2,005,932,000 | |
|
JNBA FINANCIAL ADVISORS, LLC
CRD 106550
|
BLOOMINGTON, MN, United States | $2,005,136,361 | |
|
IMPAX ASSET MANAGEMENT (AIFM) LTD.
CRD 171783
|
LONDON, United Kingdom | $2,004,114,756 | |
|
WELL DONE, LLC
CRD 173736
|
HOLLAND, MI, United States | $2,002,870,528 | |
|
NEVILLE, RODIE & SHAW INC
CRD 104969
|
NEW YORK, NY, United States | $2,002,835,379 | |
|
BLACKHILL CAPITAL, INC
CRD 105208
|
MORRISTOWN, NJ, United States | $2,001,172,769 | |
|
ROSE SMART GROWTH INVESTMENT ADVISORS, LLC
CRD 161271
|
NEW YORK, NY, United States | $2,001,105,424 | |
|
CORDA INVESTMENT MANAGEMENT, LLC
CRD 108046
|
HOUSTON, TX, United States | $2,000,124,067 | |
|
SILVEROAK WEALTH MANAGEMENT LLC
CRD 110532
|
EDINA, MN, United States | $1,998,398,183 | |
|
VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP
CRD 326297
|
TEL AVIV, Israel | $1,997,003,526 | |
|
NAPLES GLOBAL ADVISORS LLC
CRD 158544
|
NAPLES, FL, United States | $1,996,829,577 | |
|
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP
CRD 286614
|
VANCOUVER, BC, Canada | $1,996,552,283 | |
|
ARC70 ADVISERS LP
CRD 288087
|
BURLINGAME, CA, United States | $1,996,380,481 | |
|
THE HARBOR GROUP, INC.
CRD 105637
|
BEDFORD, NH, United States | $1,996,338,188 | |
|
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED
CRD 156771
|
MUMBAI, India | $1,995,407,313 | |
|
HEALTHEQUITY ADVISORS, LLC
CRD 167105
|
DRAPER, UT, United States | $1,994,934,966 | |
|
TIG ADVISORS LLC
CRD 138306
|
NEW YORK, NY, United States | $1,993,924,819 | |
|
STACK FINANCIAL MANAGEMENT INC
CRD 106785
|
WHITEFISH, MT, United States | $1,992,243,735 | |
|
EPFC CAPITAL PARTNERS, LLC
CRD 307803
|
NEW YORK, NY, United States | $1,991,508,601 | |
|
FELDMAN, INGARDONA & CO.
CRD 29449
|
DOWNERS GROVE, IL, United States | $1,991,481,000 | |
|
RAYMOND JAMES (USA) LTD
CRD 25853
|
VANCOUVER, Canada | $1,991,381,912 | |
|
WELLESLEY ASSET MANAGEMENT, INC.
CRD 116176
|
PORTSMOUTH, NH, United States | $1,991,266,449 | |
|
BALEFIRE, LLC
CRD 168733
|
DALLAS, TX, United States | $1,988,796,480 | |
|
MAK CAPITAL ONE, LLC
CRD 158132
|
NEW YORK, NY, United States | $1,988,789,923 | |
|
COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
|
CARY, NC, United States | $1,985,229,783 | |
|
MIDWESTERN SECURITIES TRADING COMPANY, LLC
CRD 101080
|
EAST PEORIA, IL, United States | $1,984,884,160 | |
|
TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495
|
BETHESDA, MD, United States | $1,984,731,510 | |
|
MOUNT LOGAN MANAGEMENT LLC
CRD 311161
|
NEW YORK, NY, United States | $1,983,010,064 | |
|
RESOLUTION CAPITAL (US) LIMITED
CRD 298109
|
RYE BROOK, NY, United States | $1,982,620,261 | |
|
SOLE SOURCE CAPITAL LLC
CRD 290032
|
DALLAS, TX, United States | $1,982,340,341 | |
|
WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP
CRD 143980
|
BOULDER, CO, United States | $1,977,881,000 | |
|
GRAYCLIFF PARTNERS LP
CRD 157221
|
NEW YORK, NY, United States | $1,976,099,577 | |
|
TIMBERLAND INVESTMENT RESOURCES, LLC
CRD 129663
|
ATLANTA, GA, United States | $1,976,086,992 | |
|
LEE DANNER & BASS INC
CRD 111002
|
NASHVILLE, TN, United States | $1,975,488,723 | |
|
CENTEROAK ADVISER, L.P.
CRD 175156
|
DALLAS, TX, United States | $1,975,228,000 | |
|
LONG POND CAPITAL, LP
CRD 161168
|
NEW YORK, NY, United States | $1,974,757,539 | |
|
JSF FINANCIAL, LLC
CRD 114025
|
LOS ANGELES, CA, United States | $1,972,324,463 | |
|
GREENWOOD GEARHART, LLC
CRD 110379
|
FAYETTEVILLE, AR, United States | $1,972,258,363 | |
|
BOLDHAVEN MANAGEMENT LLP
CRD 304300
|
LONDON, United Kingdom | $1,972,043,230 |