Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
SIO CAPITAL MANAGEMENT, LLC
CRD 165989
|
NEW YORK, NY, United States | $1,293,066,687 | |
|
BIONDO INVESTMENT ADVISORS LLC
CRD 130105
|
MILFORD, PA, United States | $1,292,588,047 | |
|
WOODSTOCK CORPORATION
CRD 110662
|
BOSTON, MA, United States | $1,291,874,460 | |
|
MERISTEAD WEALTH, LLC
CRD 282103
|
WESTLAKE, TX, United States | $1,291,272,483 | |
|
BLUESTEM ASSET MANAGEMENT, LLC
CRD 158330
|
CHARLOTTESVILLE, VA, United States | $1,291,147,632 | |
|
TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
|
RALEIGH, NC, United States | $1,290,721,266 | |
|
BIP CAPITAL, LLC
CRD 292983
|
ATLANTA, GA, United States | $1,290,663,290 | |
|
ZENTIFIC INVESTMENT MANAGEMENT LIMITED
CRD 174321
|
HONG KONG, Hong Kong | $1,290,493,615 | |
|
ARBOR INVESTMENT ADVISORS, LLC
CRD 111077
|
WINSTON SALEM, NC, United States | $1,288,361,286 | |
|
SILICON VALLEY CAPITAL PARTNERS, L.P.
CRD 125114
|
SAN JOSE, CA, United States | $1,287,983,872 | |
|
ACADEMY ASSET MANAGEMENT, LLC
CRD 319774
|
NEW YORK, NY, United States | $1,287,479,045 | |
|
WAHED INVEST LLC
CRD 242793
|
NEW YORK, NY, United States | $1,286,549,477 | |
|
RIZVI TRAVERSE MANAGEMENT, LLC
CRD 160733
|
WEST PALM BEACH, FL, United States | $1,285,359,505 | |
|
TRUEHELM, LLC
CRD 165448
|
BLOOMINGTON, MN, United States | $1,284,914,683 | |
|
NISHKAMA CAPITAL LLC
CRD 170322
|
$1,284,566,848 | ||
|
CANAL CAPITAL MANAGEMENT, LLC
CRD 164971
|
RICHMOND, VA, United States | $1,284,491,370 | |
|
PIPER SANDLER & CO.
CRD 665
|
MINNEAPOLIS, MN, United States | $1,284,404,458 | |
|
IBEX WEALTH ADVISORS, LLC
CRD 168674
|
WEST PALM BEACH, FL, United States | $1,284,279,818 | |
|
LORD ABBETT PRIVATE CREDIT ADVISOR LLC
CRD 332701
|
JERSEY CITY, NJ, United States | $1,284,068,306 | |
|
OBSIDIAN CIO LLC
CRD 289000
|
NEW YORK, NY, United States | $1,284,027,815 | |
|
NEW LEGACY GROUP, LLC
CRD 160969
|
NEW YORK, NY, United States | $1,283,689,220 | |
|
TRIGATE MANAGEMENT LLC
CRD 158083
|
DALLAS, TX, United States | $1,283,424,167 | |
|
REDEFINE VENTURES LLC
CRD 323691
|
BOULDER, CO, United States | $1,283,191,036 | |
|
SYMPHONY FINANCIAL PARTNERS (SINGAPORE) PTE. LTD.
CRD 170667
|
SINGAPORE, Singapore | $1,282,011,243 | |
|
BIGSUR WEALTH MANAGEMENT, LLC
CRD 146511
|
MIAMI, FL, United States | $1,281,842,581 | |
|
PRIVATE CAPITAL ADVISORS, INC.
CRD 125771
|
DARIEN, CT, United States | $1,281,783,601 | |
|
CONNORS INVESTOR SERVICES INC
CRD 106993
|
WYOMISSING, PA, United States | $1,281,082,279 | |
|
FRAMEWORK VENTURES MANAGEMENT LLC
CRD 314038
|
SAN FRANCISCO, CA, United States | $1,280,884,603 | |
|
NEWPORT CAPITAL GROUP, LLC
CRD 144442
|
RED BANK, NJ, United States | $1,280,731,315 | |
|
AMERICAN FINANCIAL ADVISORS INC
CRD 108530
|
WINTER PARK, FL, United States | $1,279,425,880 | |
|
MCDONALD PARTNERS LLC
CRD 135414
|
CLEVELAND, OH, United States | $1,279,273,513 | |
|
ECOSYSTEM INVESTMENT PARTNERS, LLC
CRD 165149
|
BALTIMORE, MD, United States | $1,278,830,036 | |
|
BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
|
DARIEN, CT, United States | $1,277,800,000 | |
|
SOVEREIGN'S CAPITAL MANAGEMENT, LLC
CRD 301879
|
ATLANTA, GA, United States | $1,277,497,360 | |
|
KILTEARN PARTNERS LLP
CRD 158789
|
EDINBURGH, United Kingdom | $1,277,437,725 | |
|
RDST CAPITAL LLC
CRD 284645
|
SEATTLE, WA, United States | $1,276,991,597 | |
|
CAPITAL ADVANTAGE, INC.
CRD 108985
|
WALNUT CREEK, CA, United States | $1,276,570,885 | |
|
NORTH PIER FIDUCIARY MANAGEMENT, LLC
CRD 148128
|
MARINA DEL REY, CA, United States | $1,276,472,248 | |
|
PETTINGA FINANCIAL ADVISORS, LLC
CRD 156369
|
EVANSVILLE, IN, United States | $1,275,804,828 | |
|
PAUL WINKLER, INC.
CRD 119342
|
GOODLETTSVILLE, TN, United States | $1,275,401,856 | |
|
CIM INVESTMENT MANAGEMENT INC
CRD 106292
|
PITTSBURGH, PA, United States | $1,275,342,290 | |
|
PROMETHOS CAPITAL, LLC
CRD 300915
|
BOSTON, MA, United States | $1,274,632,470 | |
|
NORTHSTAR FIDUCIARY PARTNERS, LLC
CRD 284994
|
$1,274,620,948 | ||
|
KEB ASSET MANAGEMENT, LLC
CRD 117935
|
SPRINGFIELD, IL, United States | $1,274,488,757 | |
|
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA.
CRD 323503
|
SÃO PAULO, Brazil | $1,272,941,201 | |
|
ARMSTRONG, FLEMING & MOORE, INC.
CRD 107347
|
WASHINGTON, DC, United States | $1,272,666,171 | |
|
PROMUS ASSET MANAGEMENT, LLC
CRD 165478
|
CHICAGO, IL, United States | $1,272,271,986 | |
|
L2 ASSET MANAGEMENT, LLC
CRD 172688
|
$1,270,837,759 | ||
|
FINANCIAL COUNCIL, LLC
CRD 110748
|
TOWSON, MD, United States | $1,270,749,770 | |
|
ARCA WEALTH, LLC
CRD 174765
|
PORTSMOUTH, NH, United States | $1,269,642,461 |