AUMdb

Investment advisers

44,991 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
851 Thl Managers Vii, Llc CRD 171042 Boston, MA Private Fund Manager · Large ($10B–$100B) $21.5B 26 26 150 07/02/2026 ☆
852 Himalaya Capital Management Llc CRD 157594 Seattle, WA Private Fund Manager · Large ($10B–$100B) $21.4B 2 2 21 03/31/2026 ☆
853 Universa Investments L.P. CRD 146052 Miami, FL Private Fund Manager · Large ($10B–$100B) $21.3B 45 45 20 03/31/2026 ☆
854 Pennymac Capital Management, Llc CRD 147101 Westlake Village, CA Private Fund Manager · Large ($10B–$100B) $21.3B 1 1 44 02/17/2026 ☆
855 Oppenheimer Asset Management Inc. CRD 105559 New York, NY Wealth Manager · Large ($10B–$100B) $21.3B 43,537 43,537 129 09/01/2026 ☆
856 American Money Management Corporation ("Ammc") CRD 161853 Cincinnati, OH Investment Adviser · Large ($10B–$100B) $21.3B 45 45 25 03/04/2026 ☆
857 Msd Partners, L.P. CRD 161664 New York, NY Private Fund Manager · Large ($10B–$100B) $21.3B 77 77 498 08/24/2026 ☆
858 N CRD 150091 Institutional / Pension Advisor · Large ($10B–$100B) $21.3B 338 1,069 23 07/07/2025 ☆
859 Lee Overlay Partners Ltd CRD 110822 Co Dublin Investment Adviser · Large ($10B–$100B) $21.3B 11 12 30 09/25/2025 ☆
860 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 ☆
861 Core And Value Advisors, Llc CRD 156093 San Francisco, CA Private Fund Manager · Large ($10B–$100B) $21.2B 14 20 161 06/30/2026 ☆
862 Thompson Siegel & Walmsley Llc CRD 105726 Richmond, VA Mutual Fund / Asset Manager · Large ($10B–$100B) $21.1B 302 4,481 63 04/01/2026 ☆
863 Cerity Partners Ocio Llc CRD 151916 New York, NY Endowment & Foundation Advisor · Large ($10B–$100B) $21.1B 42 42 61 03/31/2026 ☆
864 Iq Eq Fund Management (Singapore) Private Limited CRD 281555 Singapore Private Fund Manager · Large ($10B–$100B) $21.1B 103 103 54 07/02/2026 ☆
865 Charlesbank Capital Partners, Llc CRD 160256 Boston, MA Private Fund Manager · Large ($10B–$100B) $21.1B 50 50 162 08/21/2026 ☆
866 Arrowmark Colorado Holdings, Llc CRD 149120 Denver, CO Investment Adviser · Large ($10B–$100B) $21.0B 138 138 95 03/31/2026 ☆
867 Armour Capital Management Lp CRD 164570 Vero Beach, FL Private Fund Manager · Large ($10B–$100B) $21.0B 1 1 20 03/26/2026 ☆
868 Highland Associates Inc CRD 104948 Birmingham, AL Investment Adviser · Large ($10B–$100B) $21.0B 65 61 19 07/29/2026 ☆
869 Bahl & Gaynor Llc CRD 106139 Cincinnati, OH Investment Adviser · Large ($10B–$100B) $21.0B 889 3,251 79 07/09/2026 ☆
870 Ribbit Management Company, Llc CRD 165308 Palo Alto, CA Private Fund Manager · Large ($10B–$100B) $20.8B 67 67 31 03/30/2026 ☆
871 Baker Street Advisors, Llc CRD 128066 San Francisco, CA Multi-Family Office · Large ($10B–$100B) $20.8B 538 5,397 63 07/30/2026 ☆
872 Thrivent Investment Management Inc. CRD 18387 Minneapolis, MN Broker-Dealer (Dually Registered) · Large ($10B–$100B) $20.8B 125,754 54,503 3,901 08/10/2026 ☆
873 Ellington Management Group, L.L.C. CRD 112493 Old Greenwich, CT Private Fund Manager · Large ($10B–$100B) $20.8B 33 33 164 08/14/2026 ☆
874 Madison Dearborn Partners, Llc CRD 157349 Chicago, IL Private Fund Manager · Large ($10B–$100B) $20.7B 57 57 73 03/31/2026 ☆
875 Centiva Capital, Lp CRD 286299 New York, NY Private Fund Manager · Large ($10B–$100B) $20.6B 3 3 274 03/31/2026 ☆
876 Orbimed Advisors Llc CRD 118608 New York, NY Private Fund Manager · Large ($10B–$100B) $20.6B 32 32 118 08/18/2026 ☆
877 Offit Capital Advisors Llc CRD 144474 New York, NY Wealth Manager · Large ($10B–$100B) $20.6B 378 567 82 08/19/2026 ☆
878 N CRD 170336 Private Fund Manager · Large ($10B–$100B) $20.6B 32 32 672 06/27/2025 ☆
879 Appaloosa Lp CRD 281909 Short Hills, NJ Private Fund Manager · Large ($10B–$100B) $20.4B 2 2 21 03/25/2026 ☆
880 Fiduciary Counselors Inc. CRD 111827 Washington, DC Institutional / Pension Advisor · Large ($10B–$100B) $20.3B 13 13 8 03/31/2026 ☆
881 Vontobel Asset Management, Inc. CRD 105007 New York, NY Private Fund Manager · Large ($10B–$100B) $20.3B 34 41 63 08/04/2026 ☆
882 Harvest Partners, Lp CRD 158284 New York, NY Private Fund Manager · Large ($10B–$100B) $20.2B 45 47 102 03/30/2026 ☆
883 Deer Management Co. Llc CRD 159279 Larchmont, NY Private Fund Manager · Large ($10B–$100B) $20.2B 36 36 191 05/13/2026 ☆
884 Rokos Capital Management (Us) Lp CRD 306046 New York City, NY Private Fund Manager · Large ($10B–$100B) $20.2B 6 6 51 08/26/2026 ☆
885 Harrison Street Advisors, Llc CRD 157983 Chicago, IL Private Fund Manager · Large ($10B–$100B) $20.2B 12 12 321 03/31/2026 ☆
886 Hildene Capital Management, Llc CRD 160415 Stamford, CT Private Fund Manager · Large ($10B–$100B) $20.2B 82 88 33 04/27/2026 ☆
887 Meketa Fiduciary Management, Llc CRD 323605 Carlsbad, CA Institutional / Pension Advisor · Large ($10B–$100B) $20.1B 44 49 1 03/26/2026 ☆
888 Regions Investment Management, Inc. CRD 111715 Birmingham, AL Investment Adviser · Large ($10B–$100B) $20.1B 2 28 07/29/2026 ☆
889 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 ☆
890 Audax Management Company, Llc CRD 160483 Boston, MA Private Fund Manager · Large ($10B–$100B) $20.1B 36 36 319 07/21/2026 ☆
891 Pccp, Llc CRD 157505 Los Angeles, CA Private Fund Manager · Large ($10B–$100B) $20.1B 52 48 175 09/16/2026 ☆
892 Western Asset Management Company Limited CRD 110427 London Investment Adviser · Large ($10B–$100B) $20.1B 35 34 27 09/16/2026 ☆
893 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 ☆
894 Bxmt Advisors L.L.C. CRD 288050 New York, NY Private Fund Manager · Large ($10B–$100B) $20.0B 2 2 207 09/08/2026 ☆
895 Summit Trail Advisors, Llc CRD 220519 New York, NY Insurance-Affiliated · Large ($10B–$100B) $19.9B 742 9,778 94 09/04/2026 ☆
896 Newedge Wealth, Llc CRD 307771 Stamford, CT Wealth Manager · Large ($10B–$100B) $19.9B 3,692 19,593 211 04/23/2026 ☆
897 Invesco Canada Ltd. CRD 126572 Toronto, Ontario Private Fund Manager · Large ($10B–$100B) $19.9B 106 106 82 03/31/2026 ☆
898 Kare Manager Holdings, L.P. CRD 343124 Boca Raton, FL Private Fund Manager · Large ($10B–$100B) $19.8B 29 29 162 08/27/2026 ☆
899 Rwa Wealth Partners, Llc CRD 156984 Boston, MA Wealth Manager · Large ($10B–$100B) $19.8B 6,027 19,649 178 05/27/2026 ☆
900 O'shaughnessy Asset Management, Llc CRD 144594 Stamford, CT Wealth Manager · Large ($10B–$100B) $19.8B 11,156 11,156 103 12/16/2025 ☆