Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
MOISAND FITZGERALD TAMAYO, LLC
CRD 109419
|
ORLANDO, FL, United States | $1,350,217,545 | |
|
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD 122328
|
TULSA, OK, United States | $1,348,981,020 | |
|
GRIES FINANCIAL LLC
CRD 110031
|
CLEVELAND, OH, United States | $1,347,911,649 | |
|
12 WEST CAPITAL MANAGEMENT LP
CRD 160197
|
NEW YORK, NY, United States | $1,347,862,740 | |
|
CROSS CREEK ADVISORS, LLC
CRD 165803
|
SALT LAKE CITY, UT, United States | $1,347,758,636 | |
|
STANDARD CRYPTO MANAGEMENT LP
CRD 305439
|
$1,347,235,873 | ||
|
776 MANAGEMENT, LLC
CRD 311918
|
$1,346,897,919 | ||
|
GREENPOINT GROUP, LP
CRD 310532
|
NEW YORK, NY, United States | $1,346,770,185 | |
|
MSH CAPITAL ADVISORS LLC
CRD 157835
|
SCOTTSDALE, AZ, United States | $1,346,296,531 | |
|
COHALO ADVISORY LLC
CRD 297315
|
$1,345,900,000 | ||
|
HILL INVESTMENT GROUP PARTNERS, LLC
CRD 312052
|
ST. LOUIS, MO, United States | $1,345,844,355 | |
|
ESTATE COUNSELORS, LLC
CRD 123452
|
THIENSVILLE, WI, United States | $1,345,777,922 | |
|
STRATEGY CAPITAL LLC
CRD 169007
|
LOS ALTOS, CA, United States | $1,344,508,676 | |
|
STILLWATER CAPITAL ADVISORS, LLC
CRD 149946
|
DEVON, PA, United States | $1,344,273,458 | |
|
EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186
|
CAMBRIDGE, MA, United States | $1,343,370,392 | |
|
WEATHERBIE CAPITAL, LLC
CRD 105991
|
BOSTON, MA, United States | $1,343,099,761 | |
|
ORANGEWOOD PARTNERS MANAGEMENT LLC
CRD 282292
|
NEW YORK, NY, United States | $1,342,488,503 | |
|
SECURITY FINANCIAL SERVICES, INC.
CRD 122050
|
FORT WAYNE, IN, United States | $1,342,010,836 | |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC
CRD 107638
|
ALAMO, CA, United States | $1,341,318,935 | |
|
PERMIRA CREDIT LLC
CRD 330996
|
SAN FRANCISCO, CA, United States | $1,340,853,000 | |
|
INVISION MANAGEMENT, INC.
CRD 330151
|
CHICAGO, IL, United States | $1,340,798,481 | |
|
TALBOT FINANCIAL, LLC
CRD 155162
|
BELLEVUE, WA, United States | $1,340,535,838 | |
|
PAYNE CAPITAL MANAGEMENT, LLC
CRD 147119
|
NEW YORK, NY, United States | $1,340,509,456 | |
|
QUADCAP WEALTH MANAGEMENT, LLC
CRD 151490
|
FRISCO, TX, United States | $1,340,491,684 | |
|
FINANCIAL MANAGEMENT PROFESSIONALS INC
CRD 110270
|
AUSTIN, TX, United States | $1,340,144,068 | |
|
CYPRESS WEALTH SERVICES, LLC
CRD 288992
|
PALM DESERT, CA, United States | $1,339,348,214 | |
|
FCO ADVISORS LP
CRD 290182
|
NEW YORK, NY, United States | $1,339,260,584 | |
|
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CRD 30177
|
PITTSBURGH, PA, United States | $1,339,005,097 | |
|
COLCHIS CAPITAL MANAGEMENT, L.P.
CRD 163503
|
$1,338,858,977 | ||
|
ASPEN CAPITAL MANAGEMENT
CRD 119050
|
BOISE, ID, United States | $1,338,285,275 | |
|
VICTORY FINANCIAL GROUP LLC
CRD 324943
|
AUSTIN, TX, United States | $1,337,530,512 | |
|
SALOMON AND LUDWIN, LLC
CRD 292456
|
RICHMOND, VA, United States | $1,337,497,420 | |
|
AMERICAN PACIFIC GROUP, L.P.
CRD 306218
|
LARKSPUR, CA, United States | $1,335,827,686 | |
|
INDUSTRIAL OPPORTUNITY PARTNERS, LLC
CRD 156994
|
EVANSTON, IL, United States | $1,335,273,706 | |
|
CENTENNIAL SECURITIES COMPANY INC
CRD 7763
|
GRAND RAPIDS, MI, United States | $1,335,217,612 | |
|
AIP MANAGEMENT LP
CRD 322494
|
HOUSTON, TX, United States | $1,334,206,031 | |
|
INSPIRE ADVISORS, LLC
CRD 300279
|
MERIDIAN, ID, United States | $1,332,161,360 | |
|
GEOMETRIC WEALTH ADVISORS, LLC
CRD 171670
|
$1,330,410,000 | ||
|
GRANITE STATE CAPITAL MANAGEMENT, LP
CRD 284888
|
GREENWICH, CT, United States | $1,330,263,887 | |
|
WENDELL DAVID ASSOCIATES INC
CRD 106664
|
PORTSMOUTH, NH, United States | $1,330,258,000 | |
|
EVERMAY WEALTH MANAGEMENT, LLC
CRD 149230
|
ARLINGTON, VA, United States | $1,329,578,501 | |
|
FIDUCIARY FINANCIAL ADVISORS
CRD 172103
|
GRAND RAPIDS, MI, United States | $1,329,448,284 | |
|
CWS FINANCIAL ADVISORS LLC
CRD 297000
|
KALAMAZOO, MI, United States | $1,328,605,949 | |
|
CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
CRD 132295
|
ANAHEIM, CA, United States | $1,328,162,191 | |
|
CALLAHAN ADVISORS, LLC
CRD 114058
|
HOUSTON, TX, United States | $1,327,579,088 | |
|
OLD PEAK LIMITED
CRD 284472
|
WANCHAI, Hong Kong | $1,327,530,830 | |
|
CHADDS FORD WEALTH PARTNERS, LLC
CRD 304159
|
CHADDS FORD, PA, United States | $1,327,385,934 | |
|
GGP MANAGEMENT, L.P.
CRD 310340
|
SANTA MONICA, CA, United States | $1,325,866,705 | |
|
CORE MANAGEMENT II CORPORATION
CRD 162579
|
$1,325,235,272 | ||
|
COURY FIRM ASSET MANAGEMENT LLC
CRD 289145
|
PITTSBURGH, PA, United States | $1,324,806,135 |