Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
REBALANCE LLC
CRD 158242
|
PALO ALTO, CA, United States | $1,928,102,130 | |
|
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
CRD 323060
|
VENICE, FL, United States | $1,927,136,763 | |
|
MEYERS WEALTH MANAGEMENT, LLC
CRD 289801
|
COLUMBUS, OH, United States | $1,926,800,000 | |
|
LANDAAS & COMPANY, LLC
CRD 47487
|
MILWAUKEE, WI, United States | $1,926,588,387 | |
|
FIRST PACIFIC FINANCIAL, INC.
CRD 284736
|
VANCOUVER, WA, United States | $1,925,820,843 | |
|
AMI ASSET MANAGEMENT CORP
CRD 110291
|
LOS ANGELES, CA, United States | $1,925,617,855 | |
|
CONSERVEST CAPITAL ADVISORS INC
CRD 111353
|
WYNNEWOOD, PA, United States | $1,924,651,036 | |
|
TSPI, LP
CRD 291090
|
NEW YORK, NY, United States | $1,924,326,813 | |
|
ROSSMORE PRIVATE CAPITAL, LLC
CRD 288453
|
GLASTONBURY, CT, United States | $1,923,376,840 | |
|
MAGNETAR ASSET MANAGEMENT LLC
CRD 285287
|
EVANSTON, IL, United States | $1,921,501,420 | |
|
PRIVATE WEALTH PARTNERS, LLC
CRD 133802
|
MILL VALLEY, CA, United States | $1,921,390,575 | |
|
TERRY MCDANIEL & COMPANY
CRD 104732
|
AUSTIN, TX, United States | $1,921,027,445 | |
|
HEARTLAND ADVISORS, INC.
CRD 29433
|
MILWAUKEE, WI, United States | $1,920,597,980 | |
|
CIP PE ADVISORS, LLC
CRD 338119
|
WEST PALM BEACH, FL, United States | $1,920,476,487 | |
|
SHP WEALTH MANAGEMENT, LLC
CRD 174697
|
PLYMOUTH, MA, United States | $1,919,937,476 | |
|
SKYBRIDGE CAPITAL II, LLC
CRD 148152
|
NEW YORK, NY, United States | $1,919,531,000 | |
|
NOVARE CAPITAL MANAGEMENT
CRD 117949
|
CHARLOTTE, NC, United States | $1,917,148,677 | |
|
LEGALIST, INC.
CRD 297876
|
SAN FRANCISCO, CA, United States | $1,915,106,194 | |
|
LARAMAR MULTI-FAMILY VALUE MANAGER, LLC
CRD 161298
|
CHICAGO, IL, United States | $1,914,838,725 | |
|
ARTEMIS WEALTH ADVISORS, LLC
CRD 150810
|
PORT WASHINGTON, NY, United States | $1,914,524,485 | |
|
BRICKWOOD ASSET MANAGEMENT LLP
CRD 332687
|
LONDON, United Kingdom | $1,913,810,556 | |
|
DT INVESTMENT PARTNERS, LLC
CRD 157646
|
CHADDS FORD, PA, United States | $1,912,849,524 | |
|
CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.
CRD 157822
|
CHARLOTTE, NC, United States | $1,912,790,537 | |
|
KILDARE PARTNERS US, LLC
CRD 167984
|
WESTLAKE, TX, United States | $1,912,003,380 | |
|
PREP INVESTMENT ADVISERS, L.L.C.
CRD 296631
|
CHICAGO, IL, United States | $1,911,327,200 | |
|
RESOLUTE ADVISORS LLC
CRD 300326
|
SAN FRANCISCO, CA, United States | $1,910,453,831 | |
|
CONTINUUM ADVISORY, LLC
CRD 283155
|
EAGLE, ID, United States | $1,907,940,341 | |
|
PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD 112155
|
KNOXVILLE, TN, United States | $1,906,856,227 | |
|
PEMBROKE MANAGEMENT LTD.
CRD 155405
|
MONTREAL, QUEBEC, Canada | $1,905,084,000 | |
|
MORA CAPITAL MANAGEMENT, LLC
CRD 112221
|
MIAMI, FL, United States | $1,904,670,726 | |
|
FREEDOM FUNDS MANAGEMENT CO
CRD 110785
|
DENVER, CO, United States | $1,904,351,438 | |
|
MAIN MANAGEMENT, LLC
CRD 120361
|
SAN FRANCISCO, CA, United States | $1,904,324,653 | |
|
NUMERAI GP LLC
CRD 282851
|
SAN FRANCISCO, CA, United States | $1,903,690,264 | |
|
JAG CAPITAL MANAGEMENT LLC
CRD 159227
|
ST. LOUIS, MO, United States | $1,901,987,149 | |
|
TRIBUTARY CAPITAL MANAGEMENT, LLC
CRD 112528
|
OMAHA, NE, United States | $1,900,964,335 | |
|
D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
|
TACOMA, WA, United States | $1,900,775,791 | |
|
DWS INVESTMENTS AUSTRALIA LIMITED
CRD 109112
|
SYDNEY, Australia | $1,899,627,832 | |
|
SARATOGA INVESTMENT ADVISORS, LLC
CRD 153060
|
NEW YORK, NY, United States | $1,898,850,900 | |
|
SARATOGA MANAGEMENT COMPANY LLC
CRD 161822
|
NEW YORK, NY, United States | $1,898,850,900 | |
|
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
CRD 152789
|
RALEIGH, NC, United States | $1,898,839,346 | |
|
GLOUSTON CAPITAL PARTNERS, LLC
CRD 133792
|
BOSTON, MA, United States | $1,897,798,215 | |
|
BEECKEN PETTY O'KEEFE & COMPANY, LLC
CRD 157573
|
CHICAGO, IL, United States | $1,896,160,909 | |
|
SP ASSET MANAGEMENT LLC
CRD 323369
|
CUPERTINO, CA, United States | $1,895,375,366 | |
|
AVENUE ASIA CAPITAL MANAGEMENT, L.P.
CRD 113246
|
NEW YORK CITY, NY, United States | $1,894,027,386 | |
|
WHITTIER ADVISORS, LLC
CRD 318024
|
NEWPORT BEACH, CA, United States | $1,893,268,860 | |
|
RBB TREASURY LLC
CRD 314581
|
NEW YORK, NY, United States | $1,892,904,589 | |
|
BOW WAVE CAPITAL MANAGEMENT, LP
CRD 305782
|
NEW YORK, NY, United States | $1,892,547,020 | |
|
CLARION CAPITAL PARTNERS, LLC
CRD 157038
|
NEW YORK, NY, United States | $1,890,798,236 | |
|
TREVILLE CAPITAL MANAGEMENT LLC
CRD 290314
|
NEW YORK, NY, United States | $1,890,197,770 | |
|
BLUE VISTA CAPITAL, LLC
CRD 127001
|
CHICAGO, IL, United States | $1,889,498,840 |