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 |
|---|---|---|---|---|---|---|---|---|---|
| 651 | Blackstone Clo Management Llc (Management Series) CRD 304307 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $30.7B | 78 | 78 | 711 | 07/30/2026 | ☆ |
| 652 | Prudent Man Advisors, Llc CRD 301973 | Naperville, IL | Private Fund Manager · Large ($10B–$100B) | $30.6B | 161 | 508 | 157 | 04/30/2026 | ☆ |
| 653 | Knights Of Columbus Asset Advisors Llc CRD 174129 | New Haven, CT | Investment Adviser · Large ($10B–$100B) | $30.5B | 6,094 | 8,074 | 249 | 03/30/2026 | ☆ |
| 654 | 40/86 Advisors, Inc. CRD 107740 | Carmel, IN | Investment Adviser · Large ($10B–$100B) | $30.5B | 13 | 13 | 84 | 04/22/2026 | ☆ |
| 655 | Marathon Asset Management, L.P. CRD 124613 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $30.5B | 137 | 141 | 193 | 07/31/2026 | ☆ |
| 656 | Paloma Partners Management Company CRD 138460 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $30.3B | 3 | 3 | 64 | 05/20/2026 | ☆ |
| 657 | Pnc Wealth Management CRD 129052 | Pittsburgh, PA | Insurance-Affiliated · Large ($10B–$100B) | $30.3B | 164,105 | 164,103 | 1,713 | 06/30/2026 | ☆ |
| 658 | &Partners CRD 3767 | Nashville, TN | Insurance-Affiliated · Large ($10B–$100B) | $30.3B | 62,194 | 62,194 | 703 | 06/22/2026 | ☆ |
| 659 | Fuller & Thaler Asset Management Inc CRD 107033 | San Mateo, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $30.3B | 6,124 | 6,127 | 30 | 03/30/2026 | ☆ |
| 660 | Innovator Capital Management, Llc CRD 287718 | Wheaton, IL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $30.2B | 1 | 1 | 73 | 06/18/2026 | ☆ |
| 661 | Psg Equity L.L.C. CRD 295103 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $30.2B | 56 | 56 | 276 | 03/30/2026 | ☆ |
| 662 | Hb Wealth Management, Llc CRD 316731 | Atlanta, GA | Wealth Manager · Large ($10B–$100B) | $30.2B | 5,459 | 26,148 | 325 | 05/08/2026 | ☆ |
| 663 | Onex Credit Partners, Llc CRD 138941 | Englewood Cliffs, NJ | Private Fund Manager · Large ($10B–$100B) | $30.1B | 81 | 81 | 80 | 05/15/2026 | ☆ |
| 664 | Davis Selected Advisers Lp CRD 108674 | Tucson, AZ | Mutual Fund / Asset Manager · Large ($10B–$100B) | $30.1B | 109 | 109 | 121 | 03/19/2026 | ☆ |
| 665 | Btg Pactual Asset Management Us , Llc CRD 152538 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $30.1B | 616 | 621 | 180 | 03/31/2026 | ☆ |
| 666 | Gotham Asset Management, Llc CRD 149335 | New York, NY | Investment Adviser · Large ($10B–$100B) | $30.0B | 289 | 292 | 56 | 07/30/2026 | ☆ |
| 667 | Advanced Capital Group, Inc. CRD 109673 | Minneapolis, MN | Institutional / Pension Advisor · Large ($10B–$100B) | $30.0B | 366 | 366 | 22 | 03/20/2026 | ☆ |
| 668 | Apollo Credit Management, Llc CRD 156115 | New York, NY | Investment Adviser · Large ($10B–$100B) | $30.0B | 8 | 8 | 3,564 | 03/31/2026 | ☆ |
| 669 | Westfield Capital Management Company, L.P. CRD 146990 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $29.8B | 9,391 | 9,391 | 63 | 07/01/2026 | ☆ |
| 670 | Waverly Advisors, Llc CRD 115332 | Birmingham, AL | Wealth Manager · Large ($10B–$100B) | $29.8B | 13,689 | 35,709 | 414 | 07/10/2026 | ☆ |
| 671 | Beach Point Capital Management Lp CRD 148885 | Santa Monica, CA | Private Fund Manager · Large ($10B–$100B) | $29.8B | 75 | 83 | 173 | 05/27/2026 | ☆ |
| 672 | Empowered Funds, Llc CRD 171412 | Newtown Square, PA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $29.7B | 222 | 222 | 44 | 03/18/2026 | ☆ |
| 673 | J.P. Morgan Alternative Asset Management, Inc. CRD 20989 | New York, NY | Investment Adviser · Large ($10B–$100B) | $29.7B | 329 | 375 | 86 | 07/16/2026 | ☆ |
| 674 | Epoch Investment Partners, Inc. CRD 131556 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $29.7B | 757 | 757 | 137 | 07/29/2026 | ☆ |
| 675 | Franklin Templeton Institutional, Llc CRD 117384 | New York, NY | Investment Adviser · Large ($10B–$100B) | $29.6B | 113 | 120 | 127 | 02/24/2026 | ☆ |
| 676 | Diamond Hill Capital Management, Llc CRD 110638 | Columbus, OH | Mutual Fund / Asset Manager · Large ($10B–$100B) | $29.4B | 3,192 | 3,192 | 120 | 05/22/2026 | ☆ |
| 677 | Invesco Senior Secured Management, Inc. CRD 107590 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $29.4B | 51 | 51 | 109 | 03/25/2026 | ☆ |
| 678 | Voleon Capital Management Lp CRD 147443 | Berkeley, CA | Private Fund Manager · Large ($10B–$100B) | $29.4B | 22 | 23 | 158 | 07/10/2026 | ☆ |
| 679 | Cornerstone Partners Capital Management, Llc CRD 311296 | Charlottesville, VA | Endowment & Foundation Advisor · Large ($10B–$100B) | $29.3B | 22 | 22 | 36 | 03/30/2026 | ☆ |
| 680 | Neuberger Berman Singapore Pte. Limited CRD 167947 | Singapore | Private Fund Manager · Large ($10B–$100B) | $29.3B | 58 | 58 | 32 | 03/30/2026 | ☆ |
| 681 | Valic Financial Advisors, Inc. CRD 42803 | Houston, TX | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $29.2B | 293,026 | 293,026 | 1,647 | 05/13/2026 | ☆ |
| 682 | Partners Group (Usa) Inc. CRD 145228 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $29.1B | 58 | 65 | 431 | 07/28/2026 | ☆ |
| 683 | Wafra Inc. CRD 108673 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $29.0B | 106 | 107 | 158 | 06/12/2026 | ☆ |
| 684 | Addenda Capital Inc. CRD 137034 | Montreal, Quebec | Investment Adviser · Large ($10B–$100B) | $29.0B | 336 | 336 | 163 | 03/30/2026 | ☆ |
| 685 | Ameritas Investment Partners, Inc. CRD 109381 | Lincoln, NE | Investment Adviser · Large ($10B–$100B) | $29.0B | 2,513 | 2,515 | 51 | 03/25/2026 | ☆ |
| 686 | Berkshire Partners Llc CRD 160675 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $29.0B | 37 | 37 | 152 | 03/27/2026 | ☆ |
| 687 | Dbx Advisors Llc CRD 154558 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $29.0B | 1 | 1 | 53 | 05/28/2026 | ☆ |
| 688 | Quadrature Us Inc. CRD 332328 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.8B | 6 | 6 | 198 | 06/17/2026 | ☆ |
| 689 | Qep Advisers, Llc CRD 174733 | Houston, TX | Private Fund Manager · Large ($10B–$100B) | $28.8B | 71 | 71 | 144 | 06/30/2026 | ☆ |
| 690 | Diameter Capital Partners Lp CRD 289307 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.8B | 44 | 44 | 119 | 04/29/2026 | ☆ |
| 691 | Third Point Llc CRD 137927 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.7B | 65 | 69 | 143 | 05/01/2026 | ☆ |
| 692 | Winslow Capital Management Llc CRD 106940 | Minneapolis, MN | Mutual Fund / Asset Manager · Large ($10B–$100B) | $28.7B | 1,882 | 1,882 | 37 | 03/20/2026 | ☆ |
| 693 | Atlanta Capital Management Company, L.L.C. CRD 116719 | Atlanta, GA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $28.6B | 9,277 | 9,277 | 35 | 03/26/2026 | ☆ |
| 694 | Hps Advisors, Llc CRD 324983 | New York, NY | Investment Adviser · Large ($10B–$100B) | $28.5B | 2 | 2 | 826 | 05/20/2026 | ☆ |
| 695 | First Sentier Investors (Ireland) Limited CRD 304423 | Dublin 2 | Private Fund Manager · Large ($10B–$100B) | $28.5B | 21 | 21 | 45 | 06/15/2026 | ☆ |
| 696 | Rothschild And Co Wealth Management Uk Limited CRD 158022 | London | Private Fund Manager · Large ($10B–$100B) | $28.5B | 4,430 | 4,441 | 304 | 07/30/2026 | ☆ |
| 697 | Sage Advisory Services Ltd Co CRD 106236 | Austin, TX | Investment Adviser · Large ($10B–$100B) | $28.4B | 14,363 | 14,363 | 58 | 03/30/2026 | ☆ |
| 698 | Silvercrest Asset Management Group Llc CRD 118333 | New York, NY | Wealth Manager · Large ($10B–$100B) | $28.3B | 1,205 | 1,205 | 175 | 03/31/2026 | ☆ |
| 699 | Benefit Street Partners L.L.C. CRD 158672 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.3B | 74 | 74 | 241 | 07/30/2026 | ☆ |
| 700 | Pretium Residential Credit Management, Llc CRD 171026 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.2B | 36 | 36 | 110 | 05/07/2026 | ☆ |