AUMdb

Investment advisers

44,512 firms from SEC Form ADV filings

Advanced market filters Pro · unlock

Profiles and source records remain public on every plan.

Save, monitor & export with Pro
#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5101 Acre Capital Advisors, Llc CRD 328401 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 7 7 12 05/12/2026 ☆
5102 Sarofim Realty Advisors Llc CRD 106931 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 4 4 7 05/12/2026 ☆
5103 Fulcrum Equity Partners, Inc. CRD 163489 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 8 8 27 03/12/2026 ☆
5104 Boyne Capital Management, Llc CRD 285919 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 8 8 33 03/27/2026 ☆
5105 Affinity Investment Advisors, Llc CRD 108278 Newport Beach, CA Investment Adviser · Mid-sized ($1B–$10B) $1.2B 69 69 6 03/27/2026 ☆
5106 Ntv Asset Management, Llc CRD 111062 Charleston, WV Wealth Manager · Mid-sized ($1B–$10B) $1.2B 376 1,013 5 03/20/2026 ☆
5107 Lake Street Private Wealth, Llc CRD 296761 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $1.2B 613 2,012 9 07/06/2026 ☆
5108 Academy Capital Management CRD 105008 Waco, TX Wealth Manager · Mid-sized ($1B–$10B) $1.2B 996 996 9 03/10/2026 ☆
5109 Forest Road Asset Management Llc CRD 315600 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 7 9 15 06/30/2026 ☆
5110 Frazier Financial Advisors, Llc CRD 106649 Columbus, OH Wealth Manager · Mid-sized ($1B–$10B) $1.2B 733 4,115 20 07/08/2026 ☆
5111 Library Research Limited CRD 301421 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 2 2 10 04/22/2026 ☆
5112 Kennedy Lewis Capital Holdings Llc CRD 324025 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.2B 1 1 144 03/31/2026 ☆
5113 Efficient Capital Management Llc CRD 287958 Warrenville, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 13 13 29 03/06/2026 ☆
5114 Northlane Capital Partners, Llc CRD 285990 Bethesda, MD Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 3 3 22 05/08/2026 ☆
5115 Apcm Wealth Management For Individuals, Llc CRD 172151 Anchorage, AK Wealth Manager · Mid-sized ($1B–$10B) $1.2B 672 2,274 23 06/29/2026 ☆
5116 Kerberrose Wealth Management, Llc CRD 168787 Shawano, WI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 1,785 3,345 13 03/02/2026 ☆
5117 Jacobs & Company, Llc CRD 107674 San Francisco, CA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 259 809 5 04/22/2026 ☆
5118 Third View Private Wealth, Llc CRD 335591 Westport, CT Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 324 1,792 11 07/29/2026 ☆
5119 Arkos Global Advisors, Llc CRD 287466 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $1.2B 444 444 17 05/12/2026 ☆
5120 Toth Financial Advisory Corp CRD 104952 Leesburg, VA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 655 2,352 18 03/10/2026 ☆
5121 Verity Asset Management, Inc. CRD 158667 Durham, NC Wealth Manager · Mid-sized ($1B–$10B) $1.2B 5,838 7,603 77 06/05/2026 ☆
5122 Cvfg Llc CRD 325310 Shelbyville, IN Wealth Manager · Mid-sized ($1B–$10B) $1.2B 1,310 2,851 11 07/14/2026 ☆
5123 Generation Capital Management Llc CRD 128523 Pittsford, NY Investment Adviser · Mid-sized ($1B–$10B) $1.2B 280 481 4 03/11/2026 ☆
5124 Ern Financial, Llc CRD 297717 Middleton, WI Wealth Manager · Mid-sized ($1B–$10B) $1.2B 601 2,608 12 04/08/2026 ☆
5125 Longview Wealth Management, Inc. CRD 136214 Atlanta, GA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 1,185 3,002 24 05/19/2026 ☆
5126 Kelleher Financial Advisors, Llc CRD 126021 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.2B 284 749 13 04/14/2026 ☆
5127 Cooper/Haims Advisors, Llc CRD 124122 Victor, NY Wealth Manager · Mid-sized ($1B–$10B) $1.2B 526 1,640 19 04/06/2026 ☆
5128 Kfg Wealth Management, Llc CRD 128606 Granger, IN Wealth Manager · Mid-sized ($1B–$10B) $1.2B 2,339 5,880 113 03/31/2026 ☆
5129 Aubrey Capital Management Limited CRD 285802 Edinburgh, Mid Lothian Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 208 208 26 02/03/2026 ☆
5130 Parliament Capital Management, Llc CRD 194513 San Juan, PR Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 23 23 19 04/30/2026 ☆
5131 N CRD 323651 Wealth Manager · Mid-sized ($1B–$10B) $1.2B 230 1,504 12 03/28/2025 ☆
5132 Atw Partners Llc CRD 283146 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 39 39 16 05/04/2026 ☆
5133 Astatine Asset Management Llc CRD 311095 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 6 6 24 03/31/2026 ☆
5134 Ab2 Capital Partners Llc CRD 318038 Hollywood, FL Wealth Manager · Mid-sized ($1B–$10B) $1.2B 0 51 1 02/26/2026 ☆
5135 Viking Fund Management Llc CRD 107927 Minot, ND Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.1B 12 12 5 03/27/2026 ☆
5136 Dean Capital Management, Llc CRD 145666 Overland Park, KS Investment Adviser · Mid-sized ($1B–$10B) $1.1B 3 490 6 06/16/2026 ☆
5137 Atlas Capital Advisors Inc. CRD 127036 San Francisco, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 157 409 10 03/31/2026 ☆
5138 N CRD 109115 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,129 1,084 19 03/31/2025 ☆
5139 Cityview Management Services, Llc CRD 158370 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 30 03/27/2026 ☆
5140 Corre Partners Management, Llc CRD 161571 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 13 13 15 03/27/2026 ☆
5141 Accel Wealth Management Llc CRD 286201 Waverly, IA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,381 2,819 19 08/04/2026 ☆
5142 Bronte Capital Management Pty Ltd CRD 151222 Bondi Junction Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 11 09/16/2025 ☆
5143 Lucid Advisors, Inc. CRD 116639 Seattle, WA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 50 192 2 03/24/2026 ☆
5144 Winston Capital Management Llc CRD 111450 Arlington, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 9 9 9 06/04/2026 ☆
5145 Financial Partners Group, Inc. CRD 288644 Overland Park, KS Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,218 3,587 9 03/30/2026 ☆
5146 Aether Investment Partners, Llc CRD 149742 Littleton, CO Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 8 8 3 03/02/2026 ☆
5147 Etz Advisory, Llc CRD 334861 Multi-Family Office · Mid-sized ($1B–$10B) $1.1B 3 3 3 07/08/2026 ☆
5148 Virtus Real Estate Llc CRD 164146 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 41 06/29/2026 ☆
5149 Ironvine Capital Partners, Llc CRD 168892 Omaha, NE Investment Adviser · Mid-sized ($1B–$10B) $1.1B 170 533 5 05/13/2026 ☆
5150 N CRD 106990 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 803 1,906 15 03/12/2026 ☆