Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
KIMELMAN & BAIRD, LLC
CRD 2440
|
NEW YORK, NY, United States | $1,478,705,000 | |
|
TA REALTY LLC
CRD 108586
|
BOSTON, MA, United States | $1,476,718,962 | |
|
SARGENT INVESTMENT GROUP, LLC
CRD 297499
|
BETHESDA, MD, United States | $1,475,799,413 | |
|
SERENGETI ASSET MANAGEMENT LP
CRD 156366
|
WEST PALM BEACH, FL, United States | $1,475,321,823 | |
|
GAM USA INC.
CRD 110458
|
NEW YORK, NY, United States | $1,474,378,061 | |
|
ECLECTIC ASSOCIATES, INC.
CRD 111041
|
FULLERTON, CA, United States | $1,473,498,385 | |
|
PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC
CRD 130289
|
WEST HARTFORD, CT, United States | $1,473,454,853 | |
|
SERENUS WEALTH ADVISORS, LLC
CRD 332034
|
SANTA MONICA, CA, United States | $1,473,292,464 | |
|
HOTTINGER & CO LIMITED
CRD 316515
|
LONDON, United Kingdom | $1,472,337,208 | |
|
SPRING LAKE ASSET MANAGEMENT, INC.
CRD 283750
|
$1,472,333,834 | ||
|
HHM WEALTH ADVISORS, LLC
CRD 150843
|
CHATTANOOGA, TN, United States | $1,472,017,490 | |
|
RELIANT INVESTMENT MANAGEMENT, LLC
CRD 111220
|
MEMPHIS, TN, United States | $1,471,512,409 | |
|
PAR CAPITAL MANAGEMENT, INC.
CRD 156596
|
BOSTON, MA, United States | $1,471,249,761 | |
|
HORAN WEALTH, LLC
CRD 333974
|
CINCINNATI, OH, United States | $1,470,000,000 | |
|
COMMUNITY INVESTMENT MANAGEMENT LLC
CRD 174204
|
SAN FRANCISCO, CA, United States | $1,469,825,560 | |
|
RIVER WEALTH ADVISORS LLC
CRD 173767
|
CAMP HILL, PA, United States | $1,469,312,573 | |
|
FEG PRIVATE INVESTORS, LLC
CRD 156458
|
CINCINNATI, OH, United States | $1,469,185,038 | |
|
FINANCIAL COUNSELORS INC
CRD 106398
|
OVERLAND PARK, KS, United States | $1,469,039,173 | |
|
VANTAGE INFRASTRUCTURE (USA) INC.
CRD 157458
|
NEW YORK, NY, United States | $1,467,098,388 | |
|
CJM WEALTH ADVISERS, LTD.
CRD 107750
|
FALLS CHURCH, VA, United States | $1,466,177,587 | |
|
CYPRESS POINT WEALTH MANAGEMENT, LLC
CRD 143771
|
DALLAS, TX, United States | $1,465,685,639 | |
|
DENDUR CAPITAL LP
CRD 300823
|
NEW YORK, NY, United States | $1,464,549,725 | |
|
AERODIGM WEALTH LLC
CRD 282312
|
LAKE OSWEGO, OR, United States | $1,463,229,855 | |
|
ACTIVEST WEALTH MANAGEMENT, LLC
CRD 156150
|
AVENTURA, FL, United States | $1,460,270,243 | |
|
RAVEN CREDIT CAPITAL MANAGEMENT LLC
CRD 331556
|
NEW YORK, NY, United States | $1,460,175,241 | |
|
TWIN TREE MANAGEMENT, LP
CRD 149548
|
DALLAS, TX, United States | $1,459,446,923 | |
|
MARTEL WEALTH ADVISORS, LLC
CRD 296896
|
VANCOUVER, WA, United States | $1,459,415,057 | |
|
AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC
CRD 284231
|
SEAL BEACH, CA, United States | $1,459,339,351 | |
|
BROOKLANDS FUND MANAGEMENT LIMITED
CRD 286221
|
LONDON, United Kingdom | $1,458,320,321 | |
|
FORGE FINANCIAL SERVICES, LLC
CRD 306480
|
EDMOND, OK, United States | $1,457,365,476 | |
|
COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
|
SEATTLE, WA, United States | $1,457,262,691 | |
|
KKR REGISTERED ADVISOR LLC
CRD 309284
|
NEW YORK, NY, United States | $1,456,595,841 | |
|
REDHAWK WEALTH ADVISORS, INC.
CRD 146616
|
MINNEAPOLIS, MN, United States | $1,456,218,697 | |
|
MEDIQUS ASSET ADVISORS INC
CRD 107694
|
CHICAGO, IL, United States | $1,456,099,307 | |
|
TEMA ETFS LLC
CRD 332224
|
NEW YORK, NY, United States | $1,456,000,000 | |
|
SHADE TREE ADVISORS LLC
CRD 289905
|
SARATOGA SPRINGS, NY, United States | $1,454,152,031 | |
|
ELECTRA CAPITAL ADVISORS, LLC
CRD 318664
|
CONSHOHOCKEN, PA, United States | $1,453,767,459 | |
|
ALPINE PRIVATE CAPITAL, LLC
CRD 286072
|
SAINT LOUIS, MO, United States | $1,453,478,904 | |
|
ICAPITAL, LLC
CRD 122816
|
BOSTON, MA, United States | $1,452,570,340 | |
|
NICHOLAS INVESTMENT PARTNERS, L.P.
CRD 140159
|
SAN DIEGO, CA, United States | $1,450,892,122 | |
|
KEATING FINANCIAL ADVISORY SERVICES, INC.
CRD 142772
|
MANHATTAN, KS, United States | $1,450,270,834 | |
|
TRIPOST CAPITAL PARTNERS LLC
CRD 293282
|
NEW YORK, NY, United States | $1,448,480,259 | |
|
COURAGE CAPITAL MANAGEMENT, LLC
CRD 130449
|
NASHVILLE, TN, United States | $1,448,240,192 | |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC
CRD 289178
|
RICHMOND, VA, United States | $1,447,830,806 | |
|
VALLEY WEALTH STRATEGIES, LLC
CRD 289737
|
LODI, CA, United States | $1,447,751,335 | |
|
BORNITE CAPITAL MANAGEMENT LP
CRD 307598
|
NEW YORK, NY, United States | $1,447,300,240 | |
|
APOLLON FINANCIAL, LLC
CRD 321217
|
MOUNT PLEASANT, SC, United States | $1,447,040,552 | |
|
ALLY BRIDGE GROUP (PE) LLC
CRD 315273
|
NEW YORK, NY, United States | $1,446,585,456 | |
|
LIQUID STRATEGIES, LLC
CRD 170107
|
ATLANTA, GA, United States | $1,446,157,958 | |
|
HAVEN GLOBAL PARTNERS, LLC
CRD 289472
|
ATLANTA, GA, United States | $1,445,414,430 |