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 |
|---|---|---|---|---|---|---|---|---|---|
| 501 | Newton Investment Management Ltd CRD 111208 | London | Private Fund Manager · Large ($10B–$100B) | $42.4B | 99 | 130 | 63 | 07/22/2026 | ☆ |
| 502 | T.Rowe Price Hong Kong Limited CRD 155827 | Central | Private Fund Manager · Large ($10B–$100B) | $42.3B | 73 | 80 | 134 | 07/01/2026 | ☆ |
| 503 | Penn Mutual Asset Management, Llc CRD 107518 | Conshohocken, PA | Investment Adviser · Large ($10B–$100B) | $42.3B | 35 | 35 | 30 | 04/01/2026 | ☆ |
| 504 | Sunamerica Asset Management, Llc CRD 107338 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $42.2B | 73 | 73 | 57 | 07/01/2026 | ☆ |
| 505 | Summit Partners, L.P. CRD 135271 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $42.0B | 87 | 87 | 218 | 03/27/2026 | ☆ |
| 506 | Callan Llc CRD 107687 | San Francisco, CA | Institutional / Pension Advisor · Large ($10B–$100B) | $41.9B | 737 | 25 | 202 | 03/24/2026 | ☆ |
| 507 | D.A. Davidson & Co. CRD 199 | Great Falls, MT | Insurance-Affiliated · Large ($10B–$100B) | $41.8B | 70,118 | 92,146 | 990 | 07/30/2026 | ☆ |
| 508 | Sali Fund Management, Llc CRD 124235 | Austin, TX | Private Fund Manager · Large ($10B–$100B) | $41.7B | 234 | 312 | 79 | 05/01/2026 | ☆ |
| 509 | Alyeska Investment Group, L.P. CRD 155058 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $41.7B | 3 | 3 | 60 | 03/23/2026 | ☆ |
| 510 | Securian Asset Management, Inc. CRD 109905 | St Paul, MN | Investment Adviser · Large ($10B–$100B) | $41.6B | 45 | 398 | 70 | 03/31/2026 | ☆ |
| 511 | Stepstone Group Real Assets Lp CRD 281695 | La Jolla, CA | Private Fund Manager · Large ($10B–$100B) | $41.5B | 71 | 64 | 94 | 07/30/2026 | ☆ |
| 512 | Abrdn Inc. CRD 111069 | Philadelphia, PA | Investment Adviser · Large ($10B–$100B) | $41.5B | 166 | 147 | 193 | 03/26/2026 | ☆ |
| 513 | Ninety One North America, Inc. CRD 167922 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $41.5B | 2,303 | 2,290 | 68 | 06/26/2026 | ☆ |
| 514 | Parnassus Investments, Llc CRD 316904 | San Francisco, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $41.1B | 30 | 30 | 87 | 03/12/2026 | ☆ |
| 515 | Mawer Investment Management Ltd. CRD 159100 | Calgary, Alberta | Private Fund Manager · Large ($10B–$100B) | $40.9B | 6,075 | 12,669 | 278 | 03/30/2026 | ☆ |
| 516 | Ashmore Investment Management Ltd CRD 112551 | London | Investment Adviser · Large ($10B–$100B) | $40.9B | 104 | 104 | 151 | 05/13/2026 | ☆ |
| 517 | Morgan Stanley Aip Gp Lp CRD 117050 | West Conshohocken, PA | Private Fund Manager · Large ($10B–$100B) | $40.9B | 199 | 199 | 200 | 03/30/2026 | ☆ |
| 518 | Ascension Investment Management, Llc CRD 159767 | St. Louis, MO | Endowment & Foundation Advisor · Large ($10B–$100B) | $40.8B | 8 | 12 | 27 | 01/22/2026 | ☆ |
| 519 | Hudson Bay Capital Management Lp CRD 155910 | Stamford, CT | Private Fund Manager · Large ($10B–$100B) | $40.7B | 7 | 7 | 418 | 07/24/2026 | ☆ |
| 520 | Brandes Investment Partners, Lp CRD 105404 | La Jolla, CA | Investment Adviser · Large ($10B–$100B) | $40.6B | 13,504 | 13,504 | 149 | 04/10/2026 | ☆ |
| 521 | Los Angeles Capital Management Llc CRD 119033 | Los Angeles, CA | Private Fund Manager · Large ($10B–$100B) | $40.6B | 42 | 71 | 103 | 07/20/2026 | ☆ |
| 522 | Franklin Templeton Investment Management Limited CRD 111360 | London | Private Fund Manager · Large ($10B–$100B) | $40.5B | 142 | 148 | 122 | 06/16/2026 | ☆ |
| 523 | Blackstone Tactical Opportunities Advisors L.L.C. CRD 160157 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $40.4B | 103 | 104 | 83 | 07/21/2026 | ☆ |
| 524 | Milliman Financial Risk Management Llc CRD 159377 | Chicago, IL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $40.3B | 76 | 246 | 177 | 03/31/2026 | ☆ |
| 525 | Abrdn Asia Limited CRD 124509 | Singapore | Private Fund Manager · Large ($10B–$100B) | $40.3B | 118 | 116 | 165 | 06/22/2026 | ☆ |
| 526 | Calvert Research And Management CRD 285127 | Washington, DC | Mutual Fund / Asset Manager · Large ($10B–$100B) | $40.3B | 1,915 | 1,915 | 64 | 07/31/2026 | ☆ |
| 527 | Cerity Partners Retirement Plan Advisors Llc CRD 164198 | New York, NY | Institutional / Pension Advisor · Large ($10B–$100B) | $40.3B | 850 | 914 | 193 | 07/22/2026 | ☆ |
| 528 | Ifm Investors (Us) Advisor, Llc CRD 146366 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $40.2B | 13 | 17 | 157 | 12/09/2025 | ☆ |
| 529 | Bmo Private Investment Counsel Inc. CRD 160344 | Toronto, Ontario | Wealth Manager · Large ($10B–$100B) | $40.2B | 33,143 | 73,898 | 130 | 03/23/2026 | ☆ |
| 530 | D1 Capital Partners L.P. CRD 297298 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $40.2B | 45 | 45 | 79 | 03/31/2026 | ☆ |
| 531 | Cheyne Capital Management (Uk) Llp CRD 158991 | London | Private Fund Manager · Large ($10B–$100B) | $39.9B | 49 | 49 | 152 | 06/03/2026 | ☆ |
| 532 | Alpinvest Partners B.V. CRD 159215 | Amsterdam | Institutional / Pension Advisor · Large ($10B–$100B) | $39.9B | 54 | 54 | 289 | 03/31/2026 | ☆ |
| 533 | Bamco, Inc. CRD 110789 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $39.5B | 45 | 45 | 221 | 05/27/2026 | ☆ |
| 534 | Members Capital Advisors, Inc. CRD 105960 | Madison, WI | Investment Adviser · Large ($10B–$100B) | $39.5B | 349 | 349 | 62 | 03/27/2026 | ☆ |
| 535 | Kayne Anderson Rudnick Investment Management, Llc CRD 104599 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $39.4B | 24,735 | 24,735 | 134 | 03/27/2026 | ☆ |
| 536 | Copenhagen Infrastructure Partners Inc. CRD 321116 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $39.4B | 46 | 46 | 47 | 03/31/2026 | ☆ |
| 537 | Eqt Partners Inc. CRD 160179 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $39.2B | 49 | 49 | 192 | 03/30/2026 | ☆ |
| 538 | Prime Capital Investment Advisors, Llc CRD 288712 | Overland Park, KS | Insurance-Affiliated · Large ($10B–$100B) | $39.1B | 23,965 | 55,376 | 460 | 06/01/2026 | ☆ |
| 539 | Mason Street Advisors, Llc CRD 114085 | Milwaukee, WI | Mutual Fund / Asset Manager · Large ($10B–$100B) | $39.1B | 2 | 34 | 13 | 03/31/2026 | ☆ |
| 540 | Marathon Asset Management Limited CRD 132391 | London | Investment Adviser · Large ($10B–$100B) | $39.0B | 42 | 50 | 74 | 05/05/2026 | ☆ |
| 541 | Alps Advisors, Inc. CRD 134340 | Denver, CO | Mutual Fund / Asset Manager · Large ($10B–$100B) | $38.8B | 22 | 22 | 73 | 03/31/2026 | ☆ |
| 542 | Tcw Investment Management Company Llc CRD 106546 | Los Angeles, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $38.8B | 4,945 | 4,982 | 405 | 05/05/2026 | ☆ |
| 543 | Linden Advisors Lp CRD 135431 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $38.8B | 5 | 5 | 48 | 03/17/2026 | ☆ |
| 544 | Voya Investment Management Llc CRD 108934 | Atlanta, GA | Investment Adviser · Large ($10B–$100B) | $38.8B | 9 | 9 | 859 | 03/31/2026 | ☆ |
| 545 | Ms Capital Partners Adviser Inc. CRD 147521 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $38.8B | 78 | 78 | 209 | 07/17/2026 | ☆ |
| 546 | Pacer Advisors, Inc. CRD 137381 | Malvern, PA | Insurance-Affiliated · Large ($10B–$100B) | $38.6B | 57 | 57 | 24 | 03/31/2026 | ☆ |
| 547 | Wealthspire Retirement, Llc CRD 121254 | Aliso Viejo, CA | Institutional / Pension Advisor · Large ($10B–$100B) | $38.6B | 7,532 | 7,532 | 244 | 03/31/2026 | ☆ |
| 548 | Silchester International Investors Llp CRD 110987 | London | Private Fund Manager · Large ($10B–$100B) | $38.6B | 7 | 7 | 32 | 06/16/2026 | ☆ |
| 549 | Investure, Llc CRD 130099 | Charlottesville, VA | Private Fund Manager · Large ($10B–$100B) | $38.5B | 38 | 58 | 51 | 03/27/2026 | ☆ |
| 550 | N CRD 107390 | Investment Adviser · Large ($10B–$100B) | $38.2B | 4,653 | 8,063 | 225 | 05/12/2025 | ☆ |