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 |
|---|---|---|---|---|---|---|---|---|---|
| 851 | Pennymac Capital Management, Llc CRD 147101 | Westlake Village, CA | Private Fund Manager · Large ($10B–$100B) | $21.3B | 1 | 1 | 44 | 02/17/2026 | ☆ |
| 852 | Oppenheimer Asset Management Inc. CRD 105559 | New York, NY | Wealth Manager · Large ($10B–$100B) | $21.3B | 43,537 | 43,537 | 129 | 07/01/2026 | ☆ |
| 853 | American Money Management Corporation ("Ammc") CRD 161853 | Cincinnati, OH | Investment Adviser · Large ($10B–$100B) | $21.3B | 45 | 45 | 25 | 03/04/2026 | ☆ |
| 854 | Msd Partners, L.P. CRD 161664 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $21.3B | 77 | 77 | 498 | 05/26/2026 | ☆ |
| 855 | N CRD 150091 | Institutional / Pension Advisor · Large ($10B–$100B) | $21.3B | 338 | 1,069 | 23 | 07/07/2025 | ☆ | |
| 856 | Lee Overlay Partners Ltd CRD 110822 | Co Dublin | Investment Adviser · Large ($10B–$100B) | $21.3B | 11 | 12 | 30 | 09/25/2025 | ☆ |
| 857 | Goldman Sachs Asset Management (Hong Kong) Limited CRD 286066 | Central, Hong Kong | Investment Adviser · Large ($10B–$100B) | $21.2B | 81 | 81 | 96 | 05/22/2026 | ☆ |
| 858 | Core And Value Advisors, Llc CRD 156093 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $21.2B | 14 | 20 | 161 | 06/30/2026 | ☆ |
| 859 | Thompson Siegel & Walmsley Llc CRD 105726 | Richmond, VA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $21.1B | 302 | 4,481 | 63 | 04/01/2026 | ☆ |
| 860 | Cerity Partners Ocio Llc CRD 151916 | New York, NY | Endowment & Foundation Advisor · Large ($10B–$100B) | $21.1B | 42 | 42 | 61 | 03/31/2026 | ☆ |
| 861 | Iq Eq Fund Management (Singapore) Private Limited CRD 281555 | Singapore | Private Fund Manager · Large ($10B–$100B) | $21.1B | 103 | 103 | 54 | 07/02/2026 | ☆ |
| 862 | Charlesbank Capital Partners, Llc CRD 160256 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $21.1B | 50 | 50 | 162 | 07/20/2026 | ☆ |
| 863 | Arrowmark Colorado Holdings, Llc CRD 149120 | Denver, CO | Investment Adviser · Large ($10B–$100B) | $21.0B | 138 | 138 | 95 | 03/31/2026 | ☆ |
| 864 | Armour Capital Management Lp CRD 164570 | Vero Beach, FL | Private Fund Manager · Large ($10B–$100B) | $21.0B | 1 | 1 | 20 | 03/26/2026 | ☆ |
| 865 | Highland Associates Inc CRD 104948 | Birmingham, AL | Investment Adviser · Large ($10B–$100B) | $21.0B | 65 | 61 | 19 | 07/29/2026 | ☆ |
| 866 | Bahl & Gaynor Llc CRD 106139 | Cincinnati, OH | Investment Adviser · Large ($10B–$100B) | $21.0B | 889 | 3,251 | 79 | 07/09/2026 | ☆ |
| 867 | Ribbit Management Company, Llc CRD 165308 | Palo Alto, CA | Private Fund Manager · Large ($10B–$100B) | $20.8B | 67 | 67 | 31 | 03/30/2026 | ☆ |
| 868 | Baker Street Advisors, Llc CRD 128066 | San Francisco, CA | Multi-Family Office · Large ($10B–$100B) | $20.8B | 538 | 5,397 | 63 | 07/30/2026 | ☆ |
| 869 | Thrivent Investment Management Inc. CRD 18387 | Minneapolis, MN | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $20.8B | 125,754 | 54,503 | 3,901 | 07/20/2026 | ☆ |
| 870 | Ellington Management Group, L.L.C. CRD 112493 | Old Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $20.8B | 33 | 33 | 164 | 06/02/2026 | ☆ |
| 871 | Madison Dearborn Partners, Llc CRD 157349 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $20.7B | 57 | 57 | 73 | 03/31/2026 | ☆ |
| 872 | Centiva Capital, Lp CRD 286299 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $20.6B | 3 | 3 | 274 | 03/31/2026 | ☆ |
| 873 | Orbimed Advisors Llc CRD 118608 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $20.6B | 32 | 32 | 118 | 03/25/2026 | ☆ |
| 874 | Offit Capital Advisors Llc CRD 144474 | New York, NY | Wealth Manager · Large ($10B–$100B) | $20.6B | 378 | 567 | 82 | 07/23/2026 | ☆ |
| 875 | N CRD 170336 | Private Fund Manager · Large ($10B–$100B) | $20.6B | 32 | 32 | 672 | 06/27/2025 | ☆ | |
| 876 | Appaloosa Lp CRD 281909 | Short Hills, NJ | Private Fund Manager · Large ($10B–$100B) | $20.4B | 2 | 2 | 21 | 03/25/2026 | ☆ |
| 877 | Fiduciary Counselors Inc. CRD 111827 | Washington, DC | Institutional / Pension Advisor · Large ($10B–$100B) | $20.3B | 13 | 13 | 8 | 03/31/2026 | ☆ |
| 878 | Vontobel Asset Management, Inc. CRD 105007 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $20.3B | 34 | 41 | 63 | 03/26/2026 | ☆ |
| 879 | Harvest Partners, Lp CRD 158284 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $20.2B | 45 | 47 | 102 | 03/30/2026 | ☆ |
| 880 | Deer Management Co. Llc CRD 159279 | Larchmont, NY | Private Fund Manager · Large ($10B–$100B) | $20.2B | 36 | 36 | 191 | 05/13/2026 | ☆ |
| 881 | Rokos Capital Management (Us) Lp CRD 306046 | New York City, NY | Private Fund Manager · Large ($10B–$100B) | $20.2B | 6 | 6 | 51 | 07/08/2026 | ☆ |
| 882 | Harrison Street Advisors, Llc CRD 157983 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $20.2B | 12 | 12 | 321 | 03/31/2026 | ☆ |
| 883 | Hildene Capital Management, Llc CRD 160415 | Stamford, CT | Private Fund Manager · Large ($10B–$100B) | $20.2B | 82 | 88 | 33 | 04/27/2026 | ☆ |
| 884 | Meketa Fiduciary Management, Llc CRD 323605 | Carlsbad, CA | Institutional / Pension Advisor · Large ($10B–$100B) | $20.1B | 44 | 49 | 1 | 03/26/2026 | ☆ |
| 885 | Regions Investment Management, Inc. CRD 111715 | Birmingham, AL | Investment Adviser · Large ($10B–$100B) | $20.1B | 2 | 28 | 07/29/2026 | ☆ | |
| 886 | Mutual Of America Capital Management Llc CRD 106523 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $20.1B | 2 | 50 | 37 | 03/31/2026 | ☆ |
| 887 | Audax Management Company, Llc CRD 160483 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $20.1B | 36 | 36 | 319 | 07/21/2026 | ☆ |
| 888 | Pccp, Llc CRD 157505 | Los Angeles, CA | Private Fund Manager · Large ($10B–$100B) | $20.1B | 52 | 48 | 175 | 03/31/2026 | ☆ |
| 889 | Western Asset Management Company Limited CRD 110427 | London | Investment Adviser · Large ($10B–$100B) | $20.1B | 35 | 34 | 27 | 06/29/2026 | ☆ |
| 890 | Blackstone Alternative Solutions L.L.C. CRD 158784 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $20.1B | 54 | 54 | 293 | 06/24/2026 | ☆ |
| 891 | Bxmt Advisors L.L.C. CRD 288050 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $20.0B | 2 | 2 | 207 | 03/30/2026 | ☆ |
| 892 | Summit Trail Advisors, Llc CRD 220519 | New York, NY | Insurance-Affiliated · Large ($10B–$100B) | $19.9B | 742 | 9,778 | 94 | 05/26/2026 | ☆ |
| 893 | Newedge Wealth, Llc CRD 307771 | Stamford, CT | Wealth Manager · Large ($10B–$100B) | $19.9B | 3,692 | 19,593 | 211 | 04/23/2026 | ☆ |
| 894 | Invesco Canada Ltd. CRD 126572 | Toronto, Ontario | Private Fund Manager · Large ($10B–$100B) | $19.9B | 106 | 106 | 82 | 03/31/2026 | ☆ |
| 895 | Rwa Wealth Partners, Llc CRD 156984 | Boston, MA | Wealth Manager · Large ($10B–$100B) | $19.8B | 6,027 | 19,649 | 178 | 05/27/2026 | ☆ |
| 896 | O'shaughnessy Asset Management, Llc CRD 144594 | Stamford, CT | Wealth Manager · Large ($10B–$100B) | $19.8B | 11,156 | 11,156 | 103 | 12/16/2025 | ☆ |
| 897 | Record Currency Management (Us) Inc CRD 171338 | New York, NY | Investment Adviser · Large ($10B–$100B) | $19.7B | 1 | 8 | 3 | 06/30/2026 | ☆ |
| 898 | Townsend Holdings Llc CRD 160006 | Cleveland, OH | Institutional / Pension Advisor · Large ($10B–$100B) | $19.6B | 67 | 67 | 110 | 03/30/2026 | ☆ |
| 899 | Royalty Pharma Sub Manager, Llc CRD 335070 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $19.6B | 7 | 7 | 91 | 05/04/2026 | ☆ |
| 900 | Ares Capital Management Ii Llc CRD 157292 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $19.6B | 28 | 29 | 924 | 05/29/2026 | ☆ |