Investment advisers
44,395 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 451 | Gtcr Llc CRD 159545 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $48.6B | 55 | 55 | 204 | 03/31/2026 | ☆ |
| 452 | Cliffwater Llc CRD 132167 | Marina Del Rey, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $48.5B | 54 | 25 | 213 | 05/04/2026 | ☆ |
| 453 | Bnp Paribas Asset Management Usa, Inc. CRD 105455 | New York, NY | Investment Adviser · Large ($10B–$100B) | $48.4B | 70 | 73 | 123 | 03/30/2026 | ☆ |
| 454 | Manulife Investment Management Private Markets (Us) Llc CRD 145508 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $48.3B | 63 | 180 | 730 | 03/31/2026 | ☆ |
| 455 | Thrivent Asset Management, Llc CRD 137751 | Minneapolis, MN | Mutual Fund / Asset Manager · Large ($10B–$100B) | $48.0B | 31 | 31 | 426 | 03/31/2026 | ☆ |
| 456 | Portfolio Advisors Llc CRD 105981 | Darien, CT | Private Fund Manager · Large ($10B–$100B) | $47.8B | 114 | 123 | 164 | 03/27/2026 | ☆ |
| 457 | Wealthfront Advisers Llc CRD 148456 | Palo Alto, CA | Wealth Manager · Large ($10B–$100B) | $47.7B | 518,639 | 687,493 | 432 | 07/23/2026 | ☆ |
| 458 | Platinum Equity Advisors, Llc CRD 161491 | Beverly Hills, CA | Private Fund Manager · Large ($10B–$100B) | $47.7B | 150 | 150 | 253 | 05/15/2026 | ☆ |
| 459 | N CRD 108695 | Institutional / Pension Advisor · Large ($10B–$100B) | $47.6B | 40 | 69 | 625 | 03/17/2025 | ☆ | |
| 460 | Antares Capital Advisers Llc CRD 281998 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $47.4B | 48 | 53 | 466 | 03/31/2026 | ☆ |
| 461 | Stepstone Group Europe Alternative Investments Limited CRD 284947 | Dublin | Private Fund Manager · Large ($10B–$100B) | $47.3B | 115 | 115 | 140 | 06/29/2026 | ☆ |
| 462 | Marquette Associates, Inc. CRD 21572 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $47.1B | 348 | 348 | 147 | 05/15/2026 | ☆ |
| 463 | Francisco Partners Management, L.P. CRD 160272 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $47.1B | 52 | 52 | 140 | 03/31/2026 | ☆ |
| 464 | Bessemer Investment Management Llc CRD 112215 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $47.0B | 11 | 10 | 70 | 03/23/2026 | ☆ |
| 465 | Pine River Capital Management L.P. CRD 133720 | Minnetonka, MN | Private Fund Manager · Large ($10B–$100B) | $46.9B | 7 | 7 | 31 | 06/16/2026 | ☆ |
| 466 | Davidson Kempner Capital Management Lp CRD 155680 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $46.6B | 95 | 95 | 523 | 04/01/2026 | ☆ |
| 467 | Nlg Capital Llc CRD 109396 | Montpelier, VT | Investment Adviser · Large ($10B–$100B) | $46.5B | 10 | 10 | 54 | 03/30/2026 | ☆ |
| 468 | New Mountain Capital, L.L.C. CRD 161394 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $46.4B | 14 | 14 | 235 | 03/30/2026 | ☆ |
| 469 | Silver Point Capital, L.P. CRD 157738 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $46.2B | 58 | 58 | 357 | 05/29/2026 | ☆ |
| 470 | Concord Advisory Group Ltd CRD 107291 | Princeton, NJ | Institutional / Pension Advisor · Large ($10B–$100B) | $46.2B | 204 | 204 | 34 | 03/11/2026 | ☆ |
| 471 | N CRD 104556 | Wealth Manager · Large ($10B–$100B) | $46.1B | 95,037 | 140,306 | 2,278 | 03/31/2025 | ☆ | |
| 472 | Blue Owl Credit Private Fund Advisors Llc CRD 297506 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $46.1B | 154 | 154 | 250 | 06/17/2026 | ☆ |
| 473 | Canterbury Consulting Incorporated CRD 22875 | Newport Beach, CA | Multi-Family Office · Large ($10B–$100B) | $45.9B | 172 | 4,293 | 64 | 05/04/2026 | ☆ |
| 474 | Tidal Investments Llc CRD 164201 | Milwaukee, WI | Mutual Fund / Asset Manager · Large ($10B–$100B) | $45.8B | 343 | 491 | 207 | 03/27/2026 | ☆ |
| 475 | General Catalyst Group Management, Llc CRD 162548 | Cambridge, MA | Private Fund Manager · Large ($10B–$100B) | $45.5B | 49 | 49 | 211 | 07/21/2026 | ☆ |
| 476 | Chandler Asset Management Inc CRD 107287 | San Diego, CA | Investment Adviser · Large ($10B–$100B) | $45.3B | 259 | 509 | 54 | 03/25/2026 | ☆ |
| 477 | Ep Wealth Advisors, Llc. CRD 111147 | Torrance, CA | Wealth Manager · Large ($10B–$100B) | $45.1B | 20,738 | 20,738 | 618 | 04/01/2026 | ☆ |
| 478 | Chevy Chase Trust Company CRD 110742 | Bethesda, MD | Trust Company · Large ($10B–$100B) | $44.9B | 1,245 | 5,097 | 119 | 03/31/2026 | ☆ |
| 479 | Meag New York Corporation CRD 321962 | New York, NY | Investment Adviser · Large ($10B–$100B) | $44.9B | 47 | 142 | 46 | 05/13/2026 | ☆ |
| 480 | Cifc Asset Management Llc CRD 159172 | Miami, FL | Private Fund Manager · Large ($10B–$100B) | $44.6B | 150 | 150 | 200 | 05/01/2026 | ☆ |
| 481 | Canso Investment Counsel Ltd. CRD 336447 | Richmond Hill, Ontario | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $44.4B | 107 | 107 | 65 | 09/26/2025 | ☆ |
| 482 | Private Advisor Group, Llc CRD 155216 | Morristown, NJ | Wealth Manager · Large ($10B–$100B) | $44.3B | 142,225 | 142,226 | 674 | 07/30/2026 | ☆ |
| 483 | Sands Capital Management, Llc CRD 137610 | Arlington, VA | Investment Adviser · Large ($10B–$100B) | $44.3B | 269 | 274 | 182 | 07/28/2026 | ☆ |
| 484 | Panagora Asset Management Inc CRD 105201 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $44.1B | 99 | 99 | 110 | 03/30/2026 | ☆ |
| 485 | Blackstone Alternative Credit Advisors Lp CRD 137519 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $44.1B | 136 | 136 | 753 | 07/30/2026 | ☆ |
| 486 | Calamos Advisors Llc CRD 105758 | Naperville, IL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $43.9B | 1,957 | 1,957 | 300 | 07/23/2026 | ☆ |
| 487 | Apogem Capital Llc CRD 309234 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $43.8B | 144 | 144 | 259 | 07/31/2026 | ☆ |
| 488 | Aristotle Capital Management, Llc CRD 109876 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $43.5B | 5,167 | 5,169 | 170 | 04/30/2026 | ☆ |
| 489 | Element Capital Management Llc CRD 160309 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $43.4B | 5 | 5 | 64 | 03/30/2026 | ☆ |
| 490 | Polar Capital Llp CRD 136133 | London | Private Fund Manager · Large ($10B–$100B) | $43.3B | 35 | 34 | 196 | 06/25/2026 | ☆ |
| 491 | Newedge Advisors, Llc CRD 171351 | New Orleans, LA | Wealth Manager · Large ($10B–$100B) | $43.2B | 49,898 | 103,000 | 1,073 | 07/06/2026 | ☆ |
| 492 | Wells Fargo Investment Institute, Inc. CRD 133204 | Charlotte, NC | Wealth Manager · Large ($10B–$100B) | $43.0B | 12,216 | 12,213 | 225 | 03/23/2026 | ☆ |
| 493 | Jasper Ridge Partners, L.P. CRD 144401 | Fort Worth, TX | Investment Adviser · Large ($10B–$100B) | $43.0B | 67 | 67 | 145 | 03/31/2026 | ☆ |
| 494 | Graham Capital Management, L.P. CRD 160925 | Rowayton, CT | Private Fund Manager · Large ($10B–$100B) | $42.9B | 35 | 35 | 209 | 07/07/2026 | ☆ |
| 495 | Pacific Life Fund Advisors Llc CRD 105169 | Newport Beach, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $42.8B | 3 | 68 | 20 | 03/11/2026 | ☆ |
| 496 | Capital Group Private Client Services, Inc. CRD 312837 | Los Angeles, CA | Wealth Manager · Large ($10B–$100B) | $42.7B | 8,638 | 12,073 | 189 | 05/29/2026 | ☆ |
| 497 | Earnest Partners Llc CRD 107926 | Atlanta, GA | Investment Adviser · Large ($10B–$100B) | $42.6B | 7,415 | 7,515 | 47 | 07/13/2026 | ☆ |
| 498 | Franklin Mutual Advisers, Llc CRD 111376 | Short Hills, NJ | Mutual Fund / Asset Manager · Large ($10B–$100B) | $42.6B | 62 | 68 | 52 | 12/23/2025 | ☆ |
| 499 | Lido Advisors, Llc CRD 269866 | Los Angeles, CA | Wealth Manager · Large ($10B–$100B) | $42.5B | 13,800 | 42,220 | 437 | 07/09/2026 | ☆ |
| 500 | Equitable Advisors, Llc CRD 6627 | New York, NY | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $42.5B | 73,011 | 94,626 | 5,674 | 07/01/2026 | ☆ |