AUMdb

Investment advisers

44,512 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5051 Waycross Partners, Llc CRD 153838 Louisville, KY Investment Adviser · Mid-sized ($1B–$10B) $1.2B 50 51 13 06/02/2026 ☆
5052 Tcp Asset Management, Llc CRD 286037 Upper Arlington, OH Wealth Manager · Mid-sized ($1B–$10B) $1.2B 2,221 5,021 43 07/27/2026 ☆
5053 Verus Financial Partners, Inc. CRD 106744 Richmond, VA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 636 1,935 21 05/18/2026 ☆
5054 Verdad Advisers, L.P. CRD 171048 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 33 33 8 03/11/2026 ☆
5055 Sikich Capital Management Llc CRD 142640 Springfield, IL Wealth Manager · Mid-sized ($1B–$10B) $1.2B 1,164 2,482 22 03/27/2026 ☆
5056 Crumly And Associates, Incorporated CRD 168998 Springfield, IL Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 679 1,691 12 06/10/2026 ☆
5057 N CRD 328970 Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 1 1 8 09/17/2025 ☆
5058 Crusonia Wealth Advisors Llc CRD 330057 Denver, CO Wealth Manager · Mid-sized ($1B–$10B) $1.2B 542 1,960 20 07/15/2026 ☆
5059 N CRD 174434 Wealth Manager · Mid-sized ($1B–$10B) $1.2B 777 2,989 20 12/26/2025 ☆
5060 Scp Investment, Lp CRD 283397 Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 13 13 4 03/26/2026 ☆
5061 Dinuzzo Private Wealth, Inc. CRD 112778 Beaver, PA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 796 2,592 19 03/28/2026 ☆
5062 Cross Lake Partners Lp CRD 297215 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 11 11 13 03/31/2026 ☆
5063 Arlon Advisor Llc CRD 160635 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 20 20 60 06/29/2026 ☆
5064 Deerfield Financial Advisors, Inc. CRD 104964 Indianapolis, IN Wealth Manager · Mid-sized ($1B–$10B) $1.2B 331 1,073 14 03/03/2026 ☆
5065 Signet Financial Management, Llc CRD 105310 Parsippany, NJ Wealth Manager · Mid-sized ($1B–$10B) $1.2B 707 1,932 17 03/27/2026 ☆
5066 Kearns & Associates Llc CRD 157449 Wealth Manager · Mid-sized ($1B–$10B) $1.2B 46 53 2 03/10/2026 ☆
5067 Octagon Capital Advisors Lp CRD 306424 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 8 8 10 03/20/2026 ☆
5068 Portland Global Advisors Llc CRD 109127 Portland, ME Wealth Manager · Mid-sized ($1B–$10B) $1.2B 304 1,010 13 03/26/2026 ☆
5069 Brand Asset Management Group, Inc. CRD 106162 Chesterfield, MO Wealth Manager · Mid-sized ($1B–$10B) $1.2B 355 1,795 22 02/12/2026 ☆
5070 Audax Pdb Management Company, Llc CRD 333812 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.2B 1 1 249 08/05/2026 ☆
5071 Wellington Shields Capital Management, Llc CRD 150529 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.2B 574 578 20 03/24/2026 ☆
5072 Willow Tree Capital Corp Advisors Llc CRD 328528 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.2B 2 2 21 03/31/2026 ☆
5073 Vss Fund Management Llc CRD 156600 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 13 13 31 03/27/2026 ☆
5074 Cheviot Value Management, Llc CRD 166291 Beverly Hills, CA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 619 1,215 7 06/11/2026 ☆
5075 Straightline Group, Llc CRD 127401 Troy, MI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 2,365 4,752 11 07/10/2026 ☆
5076 Associated Investment Services, Inc. CRD 1464 Green Bay, WI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 3,852 5,422 60 04/06/2026 ☆
5077 The Leuthold Group, Llc CRD 105826 Minneapolis, MN Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.2B 200 200 17 07/06/2026 ☆
5078 Allegiant Wealth Advisors, Llc CRD 330239 Tulsa, OK Multi-Family Office · Mid-sized ($1B–$10B) $1.2B 34 104 3 03/16/2026 ☆
5079 Space Capital Management Llc CRD 287867 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 51 51 6 03/23/2026 ☆
5080 Wpwealth Llp CRD 145467 Fort Worth, TX Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 512 1,622 14 06/09/2026 ☆
5081 Cota Capital Management, Llc CRD 226750 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 17 17 16 03/31/2026 ☆
5082 Woodard & Co Asset Management Group Inc CRD 108199 Bermuda Run, NC Wealth Manager · Mid-sized ($1B–$10B) $1.2B 1,832 1,832 5 04/30/2026 ☆
5083 Oarsman Capital, Inc CRD 109993 Milwaukee, WI Wealth Manager · Mid-sized ($1B–$10B) $1.2B 676 2,256 21 05/22/2026 ☆
5084 Financial Perspectives, Inc. CRD 135549 Minneapolis, MN Wealth Manager · Mid-sized ($1B–$10B) $1.2B 737 1,852 14 03/25/2026 ☆
5085 Shoreview Industries V, Llc CRD 156686 Minneapolis, MN Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 11 11 19 03/27/2026 ☆
5086 Tvl Management Corporation CRD 159537 Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 10 10 7 05/05/2026 ☆
5087 Baxter Brothers Inc. CRD 106548 Riverside, CT Wealth Manager · Mid-sized ($1B–$10B) $1.2B 446 1,057 7 03/11/2026 ☆
5088 Agile Investment Management, Llc CRD 331966 Investment Adviser · Mid-sized ($1B–$10B) $1.2B 1 2 6 07/23/2026 ☆
5089 Agr Partners Llc CRD 283081 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 9 9 14 05/18/2026 ☆
5090 Great Lakes Retirement, Inc. CRD 146608 Sandusky, OH Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 1,669 7,044 27 03/31/2026 ☆
5091 Manhattan West Asset Management, Llc CRD 283630 Los Angeles, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 383 383 36 07/14/2026 ☆
5092 Grafton Street Partners Management Company Llc CRD 319109 Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 9 9 10 06/30/2026 ☆
5093 L & S Advisors, Inc CRD 140923 Los Angeles, CA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 1,093 1,095 15 06/26/2026 ☆
5094 Ameliora Wealth Management Ltd. CRD 164038 Zurich Wealth Manager · Mid-sized ($1B–$10B) $1.2B 250 329 11 03/24/2026 ☆
5095 N CRD 285023 Multi-Family Office · Mid-sized ($1B–$10B) $1.2B 104 754 47 08/29/2025 ☆
5096 The Capstreet Group, Llc CRD 159690 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 5 5 24 04/21/2026 ☆
5097 Bow River Advisers, Llc CRD 325285 Denver, CO Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.2B 1 1 27 03/30/2026 ☆
5098 Fortis Capital Management Llc CRD 172198 Bellevue, WA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 688 688 22 04/29/2026 ☆
5099 Reagan Companies Asset Management, Inc CRD 161648 Syracuse, NY Wealth Manager · Mid-sized ($1B–$10B) $1.2B 780 2,100 9 06/23/2026 ☆
5100 Ibex Investors Llc CRD 126496 Denver, CO Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 27 27 23 06/23/2026 ☆