Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
BEACON CAPITAL MANAGEMENT, LLC
CRD 156228
|
FRANKLIN, TN, United States | $1,269,503,035 | |
|
SAGEHALL MANAGEMENT LP
CRD 314770
|
NEW YORK, NY, United States | $1,269,480,173 | |
|
KRISTAL ADVISORS (SG) PTE. LTD.
CRD 341175
|
SINGAPORE, Singapore | $1,269,350,088 | |
|
PALISADE ASSET MANAGEMENT, LLC
CRD 136089
|
MINNEAPOLIS, MN, United States | $1,268,851,206 | |
|
OPHIR ASSET MANAGEMENT US LLC
CRD 312619
|
DENVER, CO, United States | $1,268,507,779 | |
|
FORTITUDE FAMILY OFFICE, LLC
CRD 317615
|
SCOTTSDALE, AZ, United States | $1,268,210,154 | |
|
PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284
|
BELLEVUE, WA, United States | $1,268,180,179 | |
|
GREENLIGHT MASTERS, LLC
CRD 157082
|
NEW YORK, NY, United States | $1,267,719,953 | |
|
LEXAURUM ADVISORS, LLC
CRD 283653
|
OVERLAND PARK, KS, United States | $1,267,158,128 | |
|
PFM HEALTH SCIENCES, LP
CRD 146747
|
SAN FRANCISCO, CA, United States | $1,266,793,646 | |
|
MANAGED ASSET PORTFOLIOS, LLC
CRD 109574
|
ROCHESTER, MI, United States | $1,266,424,380 | |
|
WEALTHSHIELD PARTNERS, LLC
CRD 169584
|
CARY, NC, United States | $1,265,665,461 | |
|
ASSOCIATION FINANCIAL SERVICES INC.
CRD 142205
|
SALT LAKE CITY, UT, United States | $1,265,596,116 | |
|
BELVERON REAL ESTATE PARTNERS, LLC
CRD 282072
|
SAN FRANCISCO, CA, United States | $1,265,298,078 | |
|
MADISON RIVER CAPITAL LLC
CRD 286411
|
NEW YORK, NY, United States | $1,264,789,763 | |
|
METZLER-PAYDEN, LLC
CRD 108870
|
LOS ANGELES, CA, United States | $1,264,589,316 | |
|
CHEMISTRY WEALTH MANAGEMENT LLC
CRD 316069
|
NEW YORK, NY, United States | $1,264,270,138 | |
|
INVICTUS GROWTH MANAGEMENT, LLC
CRD 311947
|
SAN MATEO, CA, United States | $1,263,717,690 | |
|
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC
CRD 317225
|
GREENWICH, CT, United States | $1,262,962,193 | |
|
ANDINA CAPITAL MANAGEMENT, LLC
CRD 151762
|
LOGAN, UT, United States | $1,261,450,515 | |
|
CANAL ROAD CAPITAL, LLC
CRD 327488
|
MIAMI, FL, United States | $1,261,306,586 | |
|
ABSHER WEALTH MANAGEMENT, LLC
CRD 304642
|
CHAPEL HILL, NC, United States | $1,260,905,144 | |
|
ENTERPRISE INVESTORS CORPORATION
CRD 160833
|
NEW YORK, NY, United States | $1,259,681,720 | |
|
LEGATO CAPITAL MANAGEMENT, LLC
CRD 131704
|
SAN FRANCISCO, CA, United States | $1,259,674,224 | |
|
OSPRAIE MANAGEMENT, LLC
CRD 305479
|
RYE, NY, United States | $1,259,666,459 | |
|
MONTIS FINANCIAL, LLC
CRD 163986
|
WALTHAM, MA, United States | $1,258,932,129 | |
|
PROFESSIONAL ADVISORY SERVICES INC
CRD 105397
|
VERO BEACH, FL, United States | $1,258,746,450 | |
|
HOHIMER WEALTH MANAGEMENT, LLC
CRD 300140
|
SEATTLE, WA, United States | $1,255,914,355 | |
|
HERITAGE CAPITAL ADVISORS, LLC
CRD 310306
|
$1,255,623,248 | ||
|
BLUE SAGE SERVICES, L.P.
CRD 297282
|
AUSTIN, TX, United States | $1,255,383,524 | |
|
HARVEY CAPITAL PARTNERS, L.P.
CRD 327590
|
NEW YORK, NY, United States | $1,255,080,173 | |
|
BANK OF HAWAII
CRD 112324
|
HONOLULU, HI, United States | $1,254,981,000 | |
|
WEBS CREEK CAPITAL MANAGEMENT LP
CRD 301259
|
DALLAS, TX, United States | $1,254,428,430 | |
|
ULLMANN WEALTH PARTNERS GROUP, LLC
CRD 316697
|
JACKSONVILLE BEACH, FL, United States | $1,254,153,252 | |
|
XY INVESTMENT SOLUTIONS, LLC
CRD 285967
|
BOZEMAN, MT, United States | $1,253,476,799 | |
|
JAMES J. BURNS & COMPANY, LLC
CRD 140452
|
MELVILLE, NY, United States | $1,253,310,566 | |
|
AMBERJACK CAPITAL PARTNERS, L.P.
CRD 161464
|
HOUSTON, TX, United States | $1,252,884,501 | |
|
INSIGNIA CAPITAL GROUP, L.P.
CRD 169772
|
WALNUT CREEK, CA, United States | $1,252,696,280 | |
|
ONE WEALTH ADVISORS, LLC
CRD 170910
|
SAN FRANCISCO, CA, United States | $1,252,463,357 | |
|
BROOKWOOD INVESTMENT GROUP LLC
CRD 316544
|
PHOENIX, AZ, United States | $1,252,366,250 | |
|
ZADIG ASSET MANAGEMENT S.A.
CRD 167166
|
STRASSEN, Luxembourg | $1,252,220,000 | |
|
FISHMAN JAY A LTD
CRD 105609
|
TROY, MI, United States | $1,251,193,908 | |
|
ARBITER PARTNERS CAPITAL MANAGEMENT, LLC
CRD 156290
|
NEW YORK, NY, United States | $1,250,700,000 | |
|
O'HAGAN GROUP, INC.
CRD 315389
|
BETHLEHEM, PA, United States | $1,249,663,330 | |
|
PGIM FUND MANAGEMENT LIMITED
CRD 171548
|
LONDON, United Kingdom | $1,249,520,145 | |
|
OAKHURST ADVISORS, LLC
CRD 282057
|
LOS ANGELES, CA, United States | $1,249,445,239 | |
|
SUPERSTATE ADVISERS LLC
CRD 336188
|
NEW YORK, NY, United States | $1,246,016,000 | |
|
VERGENT ASSET MANAGEMENT LLP
CRD 290165
|
LONDON, United Kingdom | $1,245,509,702 | |
|
ALBANY ROAD INVESTMENT ADVISERS, LLC
CRD 290302
|
DEDHAM, MA, United States | $1,245,098,453 | |
|
NEO IVY CAPITAL MANAGEMENT, LLC
CRD 284999
|
NEW YORK, NY, United States | $1,244,512,799 |