Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
NEWLIGHT PARTNERS LP
CRD 296190
|
NEW YORK, NY, United States | $1,324,684,000 | |
|
CLARK ASSET MANAGEMENT, LLC
CRD 284480
|
$1,324,519,058 | ||
|
SECOND LINE CAPITAL, LLC
CRD 324386
|
METAIRIE, LA, United States | $1,324,089,165 | |
|
CHILTON INVESTMENT COMPANY, INC.
CRD 120107
|
STAMFORD, CT, United States | $1,323,235,000 | |
|
IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
|
NORTH SALT LAKE, UT, United States | $1,323,170,082 | |
|
RHAME & GORRELL WEALTH MANAGEMENT, LLC
CRD 283027
|
THE WOODLANDS, TX, United States | $1,323,145,303 | |
|
STEIGERWALD, GORDON & KOCH INC.
CRD 111685
|
LEESBURG, VA, United States | $1,322,699,543 | |
|
ALLIE FAMILY OFFICE LLC
CRD 307144
|
MIAMI, FL, United States | $1,321,658,406 | |
|
NORTH CASTLE PARTNERS, LLC
CRD 158213
|
NEW YORK, NY, United States | $1,321,079,357 | |
|
LIVE OAK PRIVATE WEALTH, LLC
CRD 297904
|
WILMINGTON, NC, United States | $1,320,408,330 | |
|
MARBLE HARBOR INVESTMENT COUNSEL, LLC
CRD 138538
|
BOSTON, MA, United States | $1,320,179,700 | |
|
RIVER PARTNERS CAPITAL MANAGEMENT, LP
CRD 172496
|
NEW YORK, NY, United States | $1,319,282,408 | |
|
WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
|
INDIANAPOLIS, IN, United States | $1,317,647,542 | |
|
GOLDENX COMPANY
CRD 326730
|
WOBURN, MA, United States | $1,316,714,227 | |
|
AWM INVESTMENT COMPANY INC
CRD 110346
|
NEW YORK, NY, United States | $1,316,522,778 | |
|
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.
CRD 108868
|
WESTERLY, RI, United States | $1,316,426,626 | |
|
PARAGON CAPITAL MANAGEMENT
CRD 105147
|
DENVER, CO, United States | $1,316,232,312 | |
|
OTRO CAPITAL MANAGEMENT, LLC
CRD 327232
|
NEW YORK, NY, United States | $1,315,919,776 | |
|
SAVOIE CAPITAL LLC
CRD 167497
|
CHICAGO, IL, United States | $1,315,017,624 | |
|
CHEQUERS FINANCIAL MANAGEMENT LLC
CRD 175209
|
SAN FRANCISCO, CA, United States | $1,314,341,351 | |
|
CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
|
MILWAUKEE, WI, United States | $1,314,238,097 | |
|
VALLEY NATIONAL ADVISERS INC
CRD 110788
|
BETHLEHEM, PA, United States | $1,310,550,210 | |
|
VIRTUE CAPITAL MANAGEMENT, LLC
CRD 167816
|
BRENTWOOD, TN, United States | $1,310,521,132 | |
|
BARNES PETTEY FINANCIAL ADVISORS, LLC
CRD 142944
|
CLARKSDALE, MS, United States | $1,310,474,780 | |
|
NAVELLIER & ASSOCIATES INC
CRD 107568
|
RENO, NV, United States | $1,310,001,115 | |
|
TOPSAIL WEALTH MANAGEMENT LLC
CRD 331098
|
CHARLOTTE, NC, United States | $1,309,690,152 | |
|
NORTHAMPTON CAPITAL PARTNERS LLC
CRD 329072
|
MIAMI, FL, United States | $1,309,531,546 | |
|
OFS CLO MANAGEMENT II, LLC
CRD 323411
|
CHICAGO, IL, United States | $1,306,586,954 | |
|
TRIPLEPOINT ADVISERS LLC
CRD 168948
|
MENLO PARK, CA, United States | $1,306,177,846 | |
|
RCM GA MANAGER LLC
CRD 331637
|
NEW YORK, NY, United States | $1,305,986,917 | |
|
METACAPITAL MANAGEMENT, L.P.
CRD 138405
|
NEW YORK, NY, United States | $1,305,596,834 | |
|
BEACON RETIREMENT PLANNING SERVICES INC.
CRD 110038
|
DALLAS, TX, United States | $1,304,179,817 | |
|
MOUNT LUCAS MANAGEMENT LP
CRD 108255
|
NEWTOWN, PA, United States | $1,303,500,000 | |
|
MADISON WEALTH PARTNERS, INC.
CRD 305824
|
MADISON, WI, United States | $1,303,110,029 | |
|
PRUDENT INVESTOR ADVISORS, LLC
CRD 121922
|
FOLSOM, CA, United States | $1,302,177,184 | |
|
SWAN CAPITAL MANAGEMENT, LLC
CRD 164280
|
DURANGO, CO, United States | $1,300,855,577 | |
|
PALADIN CAPITAL MANAGEMENT, LLC
CRD 122679
|
WASHINGTON, DC, United States | $1,300,162,837 | |
|
SNOWWATER INVESTMENT PARTNERS, LLC
CRD 311790
|
$1,300,000,000 | ||
|
DB ADVISORY AMERICA, LIMITED(LTD)
CRD 313938
|
NEW YORK, NY, United States | $1,300,000,000 | |
|
CALIGAN PARTNERS, LP
CRD 289887
|
NEW YORK, NY, United States | $1,299,735,339 | |
|
SYNERGY ASSET MANAGEMENT, LLC
CRD 117201
|
VANCOUVER, WA, United States | $1,299,423,867 | |
|
BEACON CAPITAL PARTNERS, LLC
CRD 158137
|
BOSTON, MA, United States | $1,298,485,910 | |
|
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
CRD 115220
|
TULSA, OK, United States | $1,298,388,038 | |
|
SKERRYVORE ASSET MANAGEMENT LTD
CRD 330060
|
EDINBURGH, United Kingdom | $1,297,347,739 | |
|
SAGEWIND CAPITAL LLC
CRD 288855
|
NEW YORK, NY, United States | $1,297,060,740 | |
|
BALLEW ADVISORS INC
CRD 110522
|
JACKSON, MS, United States | $1,296,126,408 | |
|
CRYSTAL CAPITAL PARTNERS, LLC
CRD 146010
|
BAY HARBOR ISLANDS, FL, United States | $1,296,000,000 | |
|
BALDWIN INVESTMENT MANAGEMENT, LLC
CRD 108922
|
WEST CONSHOHOCKEN, PA, United States | $1,295,038,694 | |
|
ADVANTAGE CAPITAL INVESTMENT ADVISER, LLC
CRD 171365
|
NEW ORLEANS, LA, United States | $1,294,679,102 | |
|
PINNACLE INVESTMENTS, LLC
CRD 142910
|
EAST SYRACUSE, NY, United States | $1,293,553,606 |