Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
CREATION INVESTMENTS CAPITAL MANAGEMENT, LLC
CRD 171581
|
CHICAGO, IL, United States | $1,604,086,767 | |
|
LINDEN GLOBAL STRATEGIES LLC
CRD 159667
|
NEW YORK, NY, United States | $1,602,921,356 | |
|
N.E.W. ADVISORY SERVICES, LLC
CRD 290405
|
DE PERE, WI, United States | $1,601,996,307 | |
|
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED
CRD 291993
|
WAN CHAI, Hong Kong | $1,601,814,040 | |
|
CGN ADVISORS, LLC
CRD 159359
|
MANHATTAN, KS, United States | $1,600,884,203 | |
|
BEAM WEALTH ADVISORS, INC.
CRD 109867
|
COVINGTON, LA, United States | $1,600,547,274 | |
|
ALTA CAPITAL MANAGEMENT LLC
CRD 106786
|
SALT LAKE CITY, UT, United States | $1,598,578,238 | |
|
ACCOLADE INVESTMENT ADVISORY, LLC
CRD 145635
|
COLUMBUS, OH, United States | $1,598,528,764 | |
|
TRIBRIDGE PARTNERS FINANCIAL LLC
CRD 326489
|
COLUMBIA, MD, United States | $1,598,146,294 | |
|
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC
CRD 334213
|
NEW YORK, NY, United States | $1,596,401,778 | |
|
ALPHA SQUARE GROUP S, LLC
CRD 308022
|
NEW YORK, NY, United States | $1,596,349,061 | |
|
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD 165689
|
ALEXANDRIA, VA, United States | $1,595,324,821 | |
|
MEANS INVESTMENT CO., INC.
CRD 2748
|
BANGOR, ME, United States | $1,594,606,299 | |
|
LONE VIEW CAPITAL MANAGEMENT, L.P.
CRD 321209
|
LOS ANGELES, CA, United States | $1,593,550,916 | |
|
SENTINEL DOME PARTNERS, LLC
CRD 172019
|
BURLINGAME, CA, United States | $1,592,156,440 | |
|
CONSOLIDATED PORTFOLIO REVIEW CORP
CRD 112694
|
WOODBURY, NY, United States | $1,591,860,061 | |
|
TANGLEWOOD WEALTH MANAGEMENT, INC.
CRD 107639
|
HOUSTON, TX, United States | $1,590,907,786 | |
|
ROLLINS FINANCIAL ADVISORS, LLC
CRD 312921
|
ATLANTA, GA, United States | $1,588,275,994 | |
|
SUNSTONE PARTNERS MANAGEMENT, LLC
CRD 305064
|
SAN MATEO, CA, United States | $1,586,963,155 | |
|
COMPASS ION ADVISORS, LLC
CRD 166418
|
CONSHOHOCKEN, PA, United States | $1,586,830,325 | |
|
SUMMA CORP.
CRD 113091
|
THE WOODLANDS, TX, United States | $1,586,540,509 | |
|
DUNE REAL ESTATE PARTNERS LP
CRD 157455
|
NEW YORK, NY, United States | $1,586,376,944 | |
|
CICCARELLI ADVISORY SERVICES INC
CRD 110904
|
NAPLES, FL, United States | $1,586,316,444 | |
|
MARSHALL + STERLING WEALTH ADVISORS, INC.
CRD 164345
|
POUGHKEEPSIE, NY, United States | $1,586,218,016 | |
|
PAINSWICK CAPITAL MANAGEMENT LP
CRD 333644
|
NEW YORK, NY, United States | $1,585,653,781 | |
|
LAKE HILL CAPITAL MANAGEMENT, LLC
CRD 166526
|
NEW YORK, NY, United States | $1,584,844,393 | |
|
DURATION ASSET MANAGEMENT, LLC
CRD 298651
|
DALLAS, TX, United States | $1,584,640,190 | |
|
LOCUST POINT CAPITAL, INC.
CRD 286689
|
MIAMI, FL, United States | $1,583,064,096 | |
|
HOMESTEAD CAPITAL USA, LLC
CRD 281186
|
SAN FRANCISCO, CA, United States | $1,581,879,780 | |
|
KAVAR CAPITAL PARTNERS GROUP, LLC
CRD 311744
|
LEAWOOD, KS, United States | $1,581,513,440 | |
|
SWEETWATER INVESTMENT MANAGEMENT LLC
CRD 297613
|
ENCINITAS, CA, United States | $1,580,323,645 | |
|
CREDICORP CAPITAL ADVISORS LLC
CRD 290081
|
MIAMI, FL, United States | $1,579,910,107 | |
|
METAURUS ADVISORS LLC
CRD 314425
|
WESTPORT, CT, United States | $1,579,325,985 | |
|
ILS ADVISORY SERVICES, LLC
CRD 333054
|
NASHVILLE, TN, United States | $1,578,761,274 | |
|
THRIVE WEALTH MANAGEMENT, LLC
CRD 168777
|
AUDUBON, PA, United States | $1,578,511,836 | |
|
VERCAP MANAGEMENT LLC
CRD 333354
|
LOS ANGELES, CA, United States | $1,578,358,525 | |
|
PETERSEN HASTINGS WEALTH ADVISORS, INC.
CRD 110952
|
KENNEWICK, WA, United States | $1,576,834,456 | |
|
CALTON & ASSOCIATES, INC.
CRD 20999
|
TAMPA, FL, United States | $1,576,517,756 | |
|
ALINDA CAPITAL PARTNERS LTD
CRD 156918
|
GREENWICH, CT, United States | $1,575,592,747 | |
|
DUNDEE MAESTRO MANAGEMENT, LP
CRD 329808
|
$1,574,262,485 | ||
|
ATL ADVISOR LP
CRD 173866
|
NEW YORK, NY, United States | $1,573,446,000 | |
|
INVERNESS GRAHAM INVESTMENTS, INC.
CRD 157632
|
WAYNE, PA, United States | $1,572,202,263 | |
|
BRANDYWINE OAK PRIVATE WEALTH LLC
CRD 297021
|
KENNETT SQUARE, PA, United States | $1,571,774,383 | |
|
LIGHT STREET CAPITAL MANAGEMENT, LLC
CRD 155215
|
PALO ALTO, CA, United States | $1,571,270,789 | |
|
CHARTER OAK CAPITAL MANAGEMENT, LLC
CRD 120870
|
PORTSMOUTH, NH, United States | $1,569,586,056 | |
|
FLAT ROCK GLOBAL, LLC
CRD 288551
|
JACKSON, WY, United States | $1,568,097,027 | |
|
TYCHE WEALTH PARTNERS LLC
CRD 326006
|
PLANO, TX, United States | $1,567,811,529 | |
|
DELTA-V CAPITAL, LLC
CRD 161800
|
DENVER, CO, United States | $1,567,169,497 | |
|
LAB QUANTITATIVE STRATEGIES, LLC
CRD 312409
|
DENVER, CO, United States | $1,566,601,726 | |
|
PER STIRLING CAPITAL MANAGEMENT, LLC
CRD 151671
|
AUSTIN, TX, United States | $1,566,020,358 |