Investment advisers
44,991 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 |
|---|---|---|---|---|---|---|---|---|---|
| 601 | Russell Investments Capital, Llc CRD 37550 | Seattle, WA | Private Fund Manager · Large ($10B–$100B) | $35.0B | 105 | 116 | 580 | 03/31/2026 | ☆ |
| 602 | Virtus Fixed Income Advisers, Llc CRD 146029 | Hartford, CT | Investment Adviser · Large ($10B–$100B) | $34.9B | 220 | 226 | 95 | 03/30/2026 | ☆ |
| 603 | Sanctuary Advisors, Llc CRD 226606 | Miami, FL | Wealth Manager · Large ($10B–$100B) | $34.9B | 19,540 | 62,617 | 770 | 09/14/2026 | ☆ |
| 604 | Schroders Capital Management (Us) Inc. CRD 145194 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $34.6B | 138 | 148 | 163 | 03/27/2026 | ☆ |
| 605 | King Street Capital Management, L.P. CRD 156785 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $34.6B | 73 | 73 | 247 | 03/31/2026 | ☆ |
| 606 | Stancorp Investment Advisers, Inc. CRD 110228 | Portland, OR | Institutional / Pension Advisor · Large ($10B–$100B) | $34.5B | 96,128 | 96,128 | 81 | 03/31/2026 | ☆ |
| 607 | Brevan Howard Us Investment Management Lp CRD 164537 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $34.4B | 10 | 10 | 228 | 05/26/2026 | ☆ |
| 608 | Rreef America L.L.C. CRD 109596 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $34.3B | 120 | 120 | 175 | 09/17/2026 | ☆ |
| 609 | Wealthspire Advisors Llc CRD 106181 | New York, NY | Wealth Manager · Large ($10B–$100B) | $34.3B | 9,973 | 9,973 | 397 | 04/30/2026 | ☆ |
| 610 | Roark Capital Management, Llc CRD 160368 | Atlanta, GA | Private Fund Manager · Large ($10B–$100B) | $34.2B | 14 | 14 | 145 | 03/31/2026 | ☆ |
| 611 | Kayne Anderson Capital Advisors, L.P. CRD 104536 | Houston, TX | Private Fund Manager · Large ($10B–$100B) | $34.1B | 113 | 113 | 310 | 08/06/2026 | ☆ |
| 612 | Voya Alternative Asset Management Llc CRD 107235 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $34.0B | 56 | 56 | 124 | 03/31/2026 | ☆ |
| 613 | Clearstead Advisors, Llc CRD 105674 | Cleveland, OH | Wealth Manager · Large ($10B–$100B) | $33.9B | 4,819 | 14,707 | 280 | 07/31/2026 | ☆ |
| 614 | Edgepoint Investment Group Inc. CRD 312152 | Toronto, Ontario | Private Fund Manager · Large ($10B–$100B) | $33.8B | 22 | 22 | 26 | 06/24/2026 | ☆ |
| 615 | Pacific Way Capital Management, Llc CRD 334551 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $33.6B | 11 | 11 | 8 | 08/03/2026 | ☆ |
| 616 | Allworth Financial, L.P. CRD 111167 | Folsom, CA | Wealth Manager · Large ($10B–$100B) | $33.6B | 29,297 | 75,126 | 493 | 07/29/2026 | ☆ |
| 617 | Sona Asset Management (Us) Llc CRD 291738 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $33.5B | 20 | 20 | 39 | 07/09/2026 | ☆ |
| 618 | Bny Mellon Advisors, Inc. CRD 106108 | New York, NY | Wealth Manager · Large ($10B–$100B) | $33.5B | 125,701 | 163,433 | 66 | 05/28/2026 | ☆ |
| 619 | Energy Capital Partners Management, Lp CRD 155020 | Summit, NJ | Private Fund Manager · Large ($10B–$100B) | $33.4B | 64 | 64 | 95 | 04/30/2026 | ☆ |
| 620 | D. E. Shaw Investment Management, L.L.C. CRD 135284 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $33.4B | 23 | 26 | 47 | 07/06/2026 | ☆ |
| 621 | Redding Ridge Asset Management Llc CRD 283058 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $33.3B | 85 | 85 | 67 | 04/28/2026 | ☆ |
| 622 | The Putnam Advisory Company, Llc CRD 106631 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $33.2B | 91 | 97 | 7 | 09/16/2026 | ☆ |
| 623 | Brigade Capital Management, Lp CRD 144078 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $33.0B | 111 | 115 | 108 | 07/22/2026 | ☆ |
| 624 | N CRD 315314 | Private Fund Manager · Large ($10B–$100B) | $33.0B | 3 | 3 | 94 | 07/01/2025 | ☆ | |
| 625 | The Variable Annuity Life Insurance Company CRD 104561 | Houston, TX | Mutual Fund / Asset Manager · Large ($10B–$100B) | $32.9B | 36 | 36 | 1,700 | 07/09/2026 | ☆ |
| 626 | First Sentier Investors (Hong Kong) Limited CRD 281553 | Hong Kong | Private Fund Manager · Large ($10B–$100B) | $32.9B | 28 | 28 | 87 | 09/21/2026 | ☆ |
| 627 | 26 North Partners Lp CRD 322923 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $32.7B | 62 | 67 | 142 | 07/01/2026 | ☆ |
| 628 | Fidelity Management & Research (Hong Kong) Limited CRD 148045 | Hong Kong | Mutual Fund / Asset Manager · Large ($10B–$100B) | $32.5B | 26 | 45 | 68 | 06/29/2026 | ☆ |
| 629 | Morrison Us, Llc CRD 315983 | Wellington | Investment Adviser · Large ($10B–$100B) | $32.5B | 10 | 11 | 20 | 07/01/2026 | ☆ |
| 630 | Ares Commercial Real Estate Management Llc CRD 159050 | Los Angeles, CA | Private Fund Manager · Large ($10B–$100B) | $32.5B | 10 | 11 | 412 | 08/26/2026 | ☆ |
| 631 | Adp Strategic Plan Services, Llc CRD 286555 | Roseland, NJ | Institutional / Pension Advisor · Large ($10B–$100B) | $32.4B | 110,773 | 110,773 | 14 | 09/18/2026 | ☆ |
| 632 | Jain Global Llc CRD 330309 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $32.4B | 8 | 8 | 427 | 07/01/2026 | ☆ |
| 633 | Svb Asset Management CRD 124567 | San Francisco, CA | Investment Adviser · Large ($10B–$100B) | $32.3B | 458 | 458 | 24 | 09/18/2026 | ☆ |
| 634 | Sequoia Financial Advisors, L.L.C. CRD 117756 | Akron, OH | Wealth Manager · Large ($10B–$100B) | $32.2B | 11,218 | 39,636 | 424 | 08/24/2026 | ☆ |
| 635 | Syzygy Asset Management, Llc CRD 120440 | Newport Beach, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $32.2B | 32 | 32 | 31 | 09/18/2026 | ☆ |
| 636 | Harding Loevner Lp CRD 104543 | Bridgewater, NJ | Investment Adviser · Large ($10B–$100B) | $32.1B | 3,876 | 3,876 | 104 | 03/27/2026 | ☆ |
| 637 | Eagle Strategies Llc CRD 110826 | New York, NY | Wealth Manager · Large ($10B–$100B) | $32.0B | 133,900 | 133,900 | 3,190 | 07/31/2026 | ☆ |
| 638 | First Pacific Advisors, Lp CRD 141823 | El Segundo, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $32.0B | 42 | 41 | 73 | 07/20/2026 | ☆ |
| 639 | Magnetar Financial Llc CRD 136045 | Evanston, IL | Private Fund Manager · Large ($10B–$100B) | $32.0B | 67 | 72 | 209 | 08/05/2026 | ☆ |
| 640 | Twentyfour Asset Management Llp CRD 335919 | London | Private Fund Manager · Large ($10B–$100B) | $31.8B | 35 | 35 | 77 | 07/20/2026 | ☆ |
| 641 | Goldman Sachs Wealth Services, L.P. CRD 106693 | Cohoes, NY | Wealth Manager · Large ($10B–$100B) | $31.7B | 117,699 | 36,184 | 1,923 | 06/15/2026 | ☆ |
| 642 | Luther King Capital Management Corporation CRD 110093 | Fort Worth, TX | Investment Adviser · Large ($10B–$100B) | $31.5B | 3,526 | 3,526 | 110 | 06/24/2026 | ☆ |
| 643 | Constellation Investments, Inc. CRD 107528 | Montgomery, OH | Investment Adviser · Large ($10B–$100B) | $31.5B | 14 | 15 | 45 | 03/31/2026 | ☆ |
| 644 | Brigade Capital Uk Llp CRD 173947 | London | Private Fund Manager · Large ($10B–$100B) | $31.3B | 1 | 1 | 6 | 03/31/2026 | ☆ |
| 645 | Invesco Managed Accounts, Llc CRD 154461 | Seattle, WA | Investment Adviser · Large ($10B–$100B) | $31.3B | 17,443 | 17,443 | 68 | 06/29/2026 | ☆ |
| 646 | Muzinich & Co., Inc. CRD 22998 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $31.3B | 77 | 85 | 110 | 06/16/2026 | ☆ |
| 647 | Touchstone Advisors Inc CRD 107028 | Cincinnati, OH | Mutual Fund / Asset Manager · Large ($10B–$100B) | $31.1B | 40 | 40 | 86 | 03/31/2026 | ☆ |
| 648 | Bc Partners Pe L.P. CRD 333698 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $31.1B | 4 | 4 | 50 | 08/13/2026 | ☆ |
| 649 | Tiedemann Advisors, Llc CRD 147189 | New York, NY | Multi-Family Office · Large ($10B–$100B) | $31.0B | 461 | 614 | 182 | 07/10/2026 | ☆ |
| 650 | Catterton Management Company, L.L.C. CRD 157428 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $30.8B | 88 | 88 | 183 | 06/15/2026 | ☆ |