Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
APIS CAPITAL ADVISORS, LLC
CRD 131200
|
NEW YORK, NY, United States | $1,421,086,075 | |
|
FOURSTAR WEALTH ADVISORS, LLC
CRD 169613
|
CHICAGO, IL, United States | $1,420,690,494 | |
|
TALLVINE PARTNERS MANAGEMENT LP
CRD 330629
|
CORAL GABLES, FL, United States | $1,420,400,000 | |
|
MASON WELLS, INC.
CRD 173069
|
MILWAUKEE, WI, United States | $1,420,286,011 | |
|
TRUEMARK INVESTMENTS, LLC
CRD 306600
|
CHICAGO, IL, United States | $1,419,410,000 | |
|
VIRTUS ADVISERS, LLC
CRD 168955
|
HARTFORD, CT, United States | $1,418,626,723 | |
|
AA FINANCIAL ADVISORS, LLC
CRD 119829
|
COLUMBUS, OH, United States | $1,418,568,755 | |
|
WATER STREET CAPITAL, INC.
CRD 158133
|
JACKSONVILLE, FL, United States | $1,417,169,654 | |
|
V-SQUARE QUANTITATIVE MANAGEMENT LLC
CRD 310355
|
CHICAGO, IL, United States | $1,416,565,556 | |
|
WINGATE WEALTH ADVISORS, INC.
CRD 105012
|
LEXINGTON, MA, United States | $1,415,302,916 | |
|
AB CUSTOM ALTERNATIVE SOLUTIONS LLC
CRD 110879
|
NASHVILLE, TN, United States | $1,415,000,000 | |
|
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC
CRD 105885
|
STAMFORD, CT, United States | $1,413,794,925 | |
|
BLUEPRINT FINANCIAL ADVISORS LLC
CRD 315570
|
CHARLOTTE, NC, United States | $1,413,379,200 | |
|
DIAMETRIC CAPITAL, LP
CRD 288409
|
BOSTON, MA, United States | $1,412,859,014 | |
|
ELION PARTNERS, LLC
CRD 170483
|
MIAMI, FL, United States | $1,412,383,000 | |
|
CHAMBERS ENERGY MANAGEMENT, LP
CRD 155906
|
HOUSTON, TX, United States | $1,412,310,445 | |
|
ZBS PARTNERS, LLC
CRD 326727
|
NEW YORK, NY, United States | $1,412,098,121 | |
|
SHORECLIFF ASSET MANAGEMENT COMPANY LLC
CRD 324111
|
NEWPORT BEACH, CA, United States | $1,411,696,853 | |
|
IRON POINT PARTNERS, LLC
CRD 157078
|
WASHINGTON, DC, United States | $1,411,205,533 | |
|
SAGARD HOLDINGS MANAGER (US) LLC
CRD 322374
|
NEW YORK CITY, NY, United States | $1,410,770,595 | |
|
SMITH GROUP ASSET MANAGEMENT, LLC
CRD 313265
|
DALLAS, TX, United States | $1,410,264,267 | |
|
LEADER CAPITAL CORP.
CRD 46206
|
VANCOUVER, WA, United States | $1,410,245,287 | |
|
SOUDERS FINANCIAL ADVISORS, LLC
CRD 296780
|
CINCINNATI, OH, United States | $1,409,251,956 | |
|
GREENE WEALTH MANAGEMENT, LLC
CRD 137810
|
SEATTLE, WA, United States | $1,408,884,946 | |
|
CLARO ADVISORS INC.
CRD 160294
|
BOSTON, MA, United States | $1,407,659,698 | |
|
SEVEN SPRINGS WEALTH GROUP, LLC
CRD 127411
|
BRENTWOOD, TN, United States | $1,407,611,413 | |
|
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC
CRD 292038
|
MIAMI, FL, United States | $1,407,546,010 | |
|
FIRST LIGHT ASSET MANAGEMENT, LLC
CRD 168899
|
EDINA, MN, United States | $1,407,517,876 | |
|
SLG CAPITAL MANAGEMENT LLC
CRD 331370
|
NEW YORK, NY, United States | $1,406,841,589 | |
|
ELLSWORTH ADVISORS, LLC
CRD 297464
|
HUDSON, OH, United States | $1,406,464,580 | |
|
CUMBERLAND INVESTMENT COUNSEL INC.
CRD 110887
|
TORONTO ONTARIO, Canada | $1,405,771,456 | |
|
GREENLINE PARTNERS, LLC
CRD 164192
|
NEW YORK, NY, United States | $1,405,635,000 | |
|
ASTIGNES CAPITAL ASIA PTE. LTD.
CRD 152719
|
SINGAPORE, Singapore | $1,405,328,490 | |
|
MARINO, STRAM AND ASSOCIATES LLC
CRD 107768
|
BRAINTREE, MA, United States | $1,405,327,219 | |
|
POLYMER CAPITAL MANAGEMENT (US), LLC
CRD 316277
|
NEW YORK, NY, United States | $1,405,229,439 | |
|
THOROFARE, LLC
CRD 171293
|
EL SEGUNDO, CA, United States | $1,403,774,527 | |
|
HUDSON WAY CAPITAL MANAGEMENT, LLC
CRD 172400
|
DALLAS, TX, United States | $1,403,666,700 | |
|
49 WEALTH MANAGEMENT, LLC
CRD 319484
|
AUSTIN, TX, United States | $1,402,973,572 | |
|
SCHRODER WEALTH MANAGEMENT (US) LIMITED
CRD 289151
|
LONDON, United Kingdom | $1,402,597,162 | |
|
DC CAPITAL PARTNERS MANAGEMENT, L.P.
CRD 283131
|
ALEXANDRIA, VA, United States | $1,402,240,761 | |
|
HOWARD FINANCIAL SERVICES, LTD.
CRD 107978
|
DALLAS, TX, United States | $1,401,802,140 | |
|
SILICON VALLEY RETIREMENT SERVICES, LLC
CRD 154756
|
SAN JOSE, CA, United States | $1,401,467,613 | |
|
ALTERNA WEALTH MANAGEMENT, INC.
CRD 146153
|
HOUSTON, TX, United States | $1,401,363,335 | |
|
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
CRD 139237
|
SAN JOSE, CA, United States | $1,400,921,673 | |
|
PIVOT CAPITAL PARTNERS LLC
CRD 335324
|
CHICAGO, IL, United States | $1,400,000,000 | |
|
VERITY AND VERITY, LLC
CRD 119630
|
BEAUFORT, SC, United States | $1,399,603,461 | |
|
LAUREL OAK WEALTH MANAGEMENT, LLC
CRD 336824
|
MARLTON, NJ, United States | $1,399,270,429 | |
|
ASSET ADVISORS INVESTMENT MANAGEMENT, LLC
CRD 297305
|
AUGUSTA, GA, United States | $1,399,036,377 | |
|
DOUBLE EAGLE FAMILY OFFICES, LLC
CRD 315523
|
FORT WORTH, TX, United States | $1,398,671,728 | |
|
ACORN FINANCIAL ADVISORY SERVICES, INC.
CRD 116763
|
RESTON, VA, United States | $1,398,636,857 |