Investment Advisers
24,394 SEC-registered and exempt reporting investment advisers from Form ADV
| Adviser | Location | Regulatory AUM | Open |
|---|---|---|---|
|
ANDA ASSET MANAGEMENT CO., LTD.
CRD 165123
|
SEOUL, Korea, South | $1,226,111,773 | |
|
PCIM REALTY ADVISORS, LLC
CRD 313281
|
ADDISON, TX, United States | $1,224,267,519 | |
|
DECISIONPOINT FINANCIAL, LLC
CRD 296988
|
MESA, AZ, United States | $1,224,256,610 | |
|
INSIGHT WEALTH STRATEGIES, LLC
CRD 293644
|
SAN RAMON, CA, United States | $1,223,782,539 | |
|
PRELUDE GROWTH PARTNERS MANAGEMENT COMPANY, LLC
CRD 293249
|
NEW YORK, NY, United States | $1,223,780,969 | |
|
PREMIER PATH WEALTH PARTNERS, LLC
CRD 325300
|
MADISON, NJ, United States | $1,223,242,250 | |
|
SAGE TRADING COLLECTIVE, LLC
CRD 337481
|
$1,222,000,000 | ||
|
PARKWAY WEALTH MANAGEMENT GROUP, LLC
CRD 333971
|
PLANO, TX, United States | $1,221,589,261 | |
|
MOUNTAIN POINT CREDIT MANAGEMENT LLC
CRD 330615
|
GREENWICH, CT, United States | $1,221,222,397 | |
|
FOURTHSTONE LLC
CRD 169067
|
ST. LOUIS, MO, United States | $1,221,076,088 | |
|
INVESTMENT METRICS, LLC
CRD 158872
|
TUCSON, AZ, United States | $1,221,025,646 | |
|
RIORDAN, LEWIS & HADEN, INC
CRD 157138
|
LOS ANGELES, CA, United States | $1,220,973,752 | |
|
ELEMENT POINTE ADVISORS, LLC
CRD 282750
|
MIAMI, FL, United States | $1,218,377,295 | |
|
WATER ISLAND CAPITAL,LLC
CRD 113358
|
NEW YORK, NY, United States | $1,218,302,787 | |
|
SANFORD C. BERNSTEIN & CO., LLC
CRD 104474
|
NASHVILLE, TN, United States | $1,218,000,000 | |
|
ICAPITAL REGISTERED FUND ADVISER LLC
CRD 310587
|
NEW YORK, NY, United States | $1,217,827,502 | |
|
PALMER SQUARE BDC ADVISOR LLC
CRD 306742
|
MISSION WOODS, KS, United States | $1,217,683,795 | |
|
CABOT WEALTH MANAGEMENT
CRD 107327
|
BEVERLY, MA, United States | $1,217,598,885 | |
|
PARTHENON LLC
CRD 107794
|
LOUISVILLE, KY, United States | $1,217,505,630 | |
|
WYNKOOP LLC
CRD 150018
|
GREENWOOD VILLAGE, CO, United States | $1,217,300,000 | |
|
INVESTMENT ADVISORY GROUP, LLC
CRD 109445
|
SARASOTA, FL, United States | $1,217,000,000 | |
|
SOA WEALTH ADVISORS, LLC
CRD 310448
|
NEW YORK, NY, United States | $1,216,853,300 | |
|
SNAPDRAGON CAPITAL PARTNERS LLC
CRD 297989
|
$1,216,330,810 | ||
|
DE GROOTE FINANCIAL GROUP, LLC
CRD 168178
|
THOUSAND OAKS, CA, United States | $1,215,942,608 | |
|
WISS PRIVATE CLIENT ADVISORS, LLC
CRD 286319
|
FLORHAM PARK, NJ, United States | $1,215,546,286 | |
|
OLD IRONSIDES ENERGY, LLC
CRD 168670
|
WALTHAM, MA, United States | $1,214,918,402 | |
|
HAUSER RETIREMENT SOLUTIONS 2 LLC
CRD 299959
|
CINCINNATI, OH, United States | $1,214,865,035 | |
|
FIELDER CAPITAL GROUP LLC
CRD 156737
|
NASHVILLE, TN, United States | $1,214,737,547 | |
|
AGAMERICA LENDING LLC
CRD 164866
|
LAKELAND, FL, United States | $1,214,000,000 | |
|
REGENTS GATE CAPITAL LLP
CRD 331810
|
LONDON, United Kingdom | $1,213,843,922 | |
|
HUDSON COVE CAPITAL MANAGEMENT LLC
CRD 283128
|
JERSEY CITY, NJ, United States | $1,213,458,656 | |
|
ARQ WEALTH ADVISORS, LLC
CRD 147351
|
SCOTTSDALE, AZ, United States | $1,212,600,568 | |
|
IVYROCK ASSET MANAGEMENT (HK) LIMITED
CRD 286174
|
HONG KONG, Hong Kong | $1,212,280,609 | |
|
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.
CRD 140444
|
WASHINGTON, DC, United States | $1,212,124,375 | |
|
JAMES INVESTMENT RESEARCH INC
CRD 110433
|
XENIA, OH, United States | $1,211,598,322 | |
|
HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD 144534
|
CHAPEL HILL, NC, United States | $1,211,268,079 | |
|
HG CAPITAL MANAGEMENT, LLC
CRD 163613
|
NASHVILLE, TN, United States | $1,210,962,266 | |
|
TOKIO MARINE ASSET MANAGEMENT (USA), LTD.
CRD 158632
|
NEW YORK, NY, United States | $1,210,110,140 | |
|
AMERGIN ASSET MANAGEMENT, LLC
CRD 323350
|
BOCA RATON, FL, United States | $1,209,349,808 | |
|
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CRD 105004
|
SPRINGFIELD, MA, United States | $1,209,259,520 | |
|
COFG ADVISORS, LLC
CRD 333344
|
OAK BROOK, IL, United States | $1,209,198,018 | |
|
VAN CLEEF ASSET MANAGEMENT INC
CRD 105768
|
BEACHWOOD, OH, United States | $1,208,317,143 | |
|
WRIGHT INVESTORS SERVICE INC
CRD 106302
|
SHELTON, CT, United States | $1,207,927,898 | |
|
WESPAC ADVISORS, LLC
CRD 148242
|
ORINDA, CA, United States | $1,205,882,013 | |
|
CHILDRESS CAPITAL ADVISORS, LLC
CRD 310277
|
HOUSTON, TX, United States | $1,205,051,875 | |
|
BRIGHTSPIRE CAPITAL ADVISORS, LLC
CRD 312908
|
NEW YORK, NY, United States | $1,203,215,437 | |
|
ANGELES EQUITY PARTNERS, LLC
CRD 281284
|
LOS ANGELES, CA, United States | $1,203,124,040 | |
|
ARISTA WEALTH MANAGEMENT, LLC
CRD 141504
|
LAS VEGAS, NV, United States | $1,201,806,676 | |
|
ORIDIAN CAPITAL MANAGEMENT, L.P.
CRD 155834
|
WASHINGTON, DC, United States | $1,201,575,709 | |
|
EVERWEST ADVISORS LLC
CRD 167125
|
DENVER, CO, United States | $1,200,781,013 |