Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
FOURWORLD CAPITAL MANAGEMENT LLC
CRD 284138
|
NEW YORK, NY, United States | $1,398,507,309 | |
|
ST. DENIS J. VILLERE & CO., LLC
CRD 105159
|
NEW ORLEANS, LA, United States | $1,397,820,904 | |
|
MATRIX ASSET ADVISORS INC
CRD 107408
|
WHITE PLAINS, NY, United States | $1,397,521,025 | |
|
EQUITY INTERNATIONAL MANAGEMENT, LLC
CRD 156961
|
CHICAGO, IL, United States | $1,396,130,651 | |
|
TRUSTMONT ADVISORY GROUP, INC.
CRD 106015
|
GREENSBURG, PA, United States | $1,395,307,006 | |
|
KUDU INVESTMENT HOLDINGS, LLC
CRD 174350
|
NEW YORK, NY, United States | $1,394,799,306 | |
|
MARIETTA WEALTH MANAGEMENT, LLC
CRD 281782
|
MARIETTA, GA, United States | $1,394,544,576 | |
|
INSPIRION WEALTH ADVISORS, LLC
CRD 165174
|
LIBERTYVILLE, IL, United States | $1,394,318,971 | |
|
IRONVIEW CAPITAL MANAGEMENT, LLC
CRD 150250
|
CONSHOHOCKEN, PA, United States | $1,394,221,866 | |
|
ESM MANAGEMENT LLC
CRD 150142
|
$1,394,160,971 | ||
|
SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD 323180
|
CHESTERFIELD, MO, United States | $1,393,107,412 | |
|
CC MANAGEMENT GP, LLC
CRD 168693
|
CHARLOTTE, NC, United States | $1,391,528,366 | |
|
CORRUM CAPITAL MANAGEMENT LLC
CRD 338387
|
CHARLOTTE, NC, United States | $1,391,528,366 | |
|
ELYXIUM WEALTH LLC
CRD 328603
|
BEVERLY HILLS, CA, United States | $1,389,352,262 | |
|
RANGE ADVISORY, LLC
CRD 321969
|
MCLEAN, VA, United States | $1,388,737,633 | |
|
HAZLETT, BURT & WATSON, INC.
CRD 396
|
WHEELING, WV, United States | $1,388,534,202 | |
|
GOLDEN BELL PARTNERS, LLC
CRD 172580
|
$1,387,952,762 | ||
|
DENALI ADVISORS, LLC
CRD 110242
|
SAN DIEGO, CA, United States | $1,387,865,090 | |
|
FSM WEALTH ADVISORS, LLC
CRD 298904
|
CLEVELAND, OH, United States | $1,387,419,659 | |
|
TOWN LANE MANAGEMENT LP
CRD 328404
|
NEW YORK, NY, United States | $1,384,947,088 | |
|
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
CRD 117868
|
$1,384,837,041 | ||
|
STRATEGIC WEALTH INVESTMENT GROUP, LLC
CRD 165474
|
LOUISVILLE, KY, United States | $1,384,291,490 | |
|
THE PINNACLE FINANCIAL GROUP
CRD 164395
|
ROCKVILLE CENTRE, NY, United States | $1,383,850,000 | |
|
PRIVATE CLIENT SERVICES, LLC
CRD 120222
|
LOUISVILLE, KY, United States | $1,383,095,742 | |
|
B.O.S.S. RETIREMENT ADVISORS, LLC
CRD 171143
|
LEHI, UT, United States | $1,382,665,452 | |
|
RECURRENT INVESTMENT ADVISORS LLC
CRD 288694
|
HOUSTON, TX, United States | $1,381,535,163 | |
|
LEVEL FOUR CAPITAL MANAGEMENT
CRD 304792
|
DALLAS, TX, United States | $1,381,485,153 | |
|
CASCADE FINANCIAL PARTNERS, LLC
CRD 326620
|
SAN DIEGO, CA, United States | $1,381,234,310 | |
|
SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
|
WINCHESTER, MA, United States | $1,379,061,513 | |
|
LYKOS GLOBAL MANAGEMENT, LP
CRD 329441
|
STAMFORD, CT, United States | $1,378,000,000 | |
|
PANDI, LLC
CRD 330112
|
KANSAS CITY, MO, United States | $1,377,568,744 | |
|
SG CAPITAL MANAGEMENT LLC
CRD 134471
|
CHICAGO, IL, United States | $1,377,302,388 | |
|
UBS TRUST COMPANY OF PUERTO RICO
CRD 313696
|
SAN JUAN, PR, United States | $1,377,018,437 | |
|
MEOW ADVISORY, LLC
CRD 321099
|
$1,376,948,188 | ||
|
ENHANCED HEALTHCARE MANAGEMENT COMPANY, LLC
CRD 157622
|
SANTA MONICA, CA, United States | $1,376,312,777 | |
|
FIDELIS INVESTORS, LLC
CRD 306920
|
CRANFORD, NJ, United States | $1,376,308,448 | |
|
LYNX ASSET MANAGEMENT AB
CRD 285234
|
STOCKHOLM, Sweden | $1,376,000,000 | |
|
COHESIVE CAPITAL MANAGEMENT, L.P.
CRD 160274
|
NEW YORK, NY, United States | $1,375,791,232 | |
|
TURNING ROCK PARTNERS, L.P.
CRD 287608
|
NEW YORK, NY, United States | $1,375,514,484 | |
|
NEUMEIER POMA INVESTMENT COUNSEL LLC
CRD 110672
|
CARMEL, CA, United States | $1,374,910,482 | |
|
GRANVILLE CAPITAL, INC.
CRD 126679
|
GREENSBORO, NC, United States | $1,373,940,477 | |
|
LJI WEALTH MANAGEMENT, LLC
CRD 145399
|
INDIANAPOLIS, IN, United States | $1,373,719,423 | |
|
BRIARWOOD CHASE MANAGEMENT LLC
CRD 170245
|
NEW YORK, NY, United States | $1,373,473,556 | |
|
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC
CRD 300795
|
CONSHOHOCKEN, PA, United States | $1,372,802,373 | |
|
THE PLANNING CENTER, INC.
CRD 118994
|
MOLINE, IL, United States | $1,371,859,808 | |
|
AFFIANCE FINANCIAL LLC
CRD 113200
|
ST. LOUIS PARK, MN, United States | $1,371,764,900 | |
|
ARCADIA INVESTMENT PARTNERS LLC
CRD 161426
|
NEW YORK, NY, United States | $1,371,538,606 | |
|
J. L. BAINBRIDGE & CO., INC.
CRD 108058
|
SARASOTA, FL, United States | $1,371,158,033 | |
|
RICE PARK CAPITAL MANAGEMENT LP
CRD 304990
|
PLYMOUTH, MN, United States | $1,370,976,535 | |
|
ONYX BRIDGE WEALTH GROUP LLC
CRD 306097
|
TARRYTOWN, NY, United States | $1,370,368,948 |