Investment advisers
44,370 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 |
|---|---|---|---|---|---|---|---|---|---|
| 51 | Jpmorgan Asset Management (Uk) Limited CRD 135960 | London | Private Fund Manager · Mega ($100B+) | $484B | 542 | 928 | 1,403 | 04/14/2026 | ☆ |
| 52 | N CRD 282598 | Private Fund Manager · Mega ($100B+) | $483B | 94 | 94 | 960 | 05/20/2025 | ☆ | |
| 53 | Allspring Global Investments, Llc CRD 104973 | Charlotte, NC | Mutual Fund / Asset Manager · Mega ($100B+) | $476B | 10,401 | 11,055 | 956 | 05/13/2026 | ☆ |
| 54 | Asset Management One Co., Ltd. CRD 110843 | Tokyo | Investment Adviser · Mega ($100B+) | $471B | 1,406 | 1,741 | 950 | 06/29/2026 | ☆ |
| 55 | J.P. Morgan Private Investments Inc. CRD 110186 | New York, NY | Wealth Manager · Mega ($100B+) | $470B | 1,278,255 | 1,278,255 | 758 | 06/26/2026 | ☆ |
| 56 | Dodge & Cox CRD 104596 | San Francisco, CA | Mutual Fund / Asset Manager · Mega ($100B+) | $467B | 740 | 740 | 336 | 04/17/2026 | ☆ |
| 57 | Ares Management Llc CRD 130074 | Los Angeles, CA | Private Fund Manager · Mega ($100B+) | $459B | 702 | 715 | 3,990 | 05/26/2026 | ☆ |
| 58 | Teachers Advisors, Llc CRD 107157 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $436B | 119 | 133 | 383 | 03/28/2026 | ☆ |
| 59 | J.P. Morgan Securities Llc CRD 79 | New York, NY | Insurance-Affiliated · Mega ($100B+) | $430B | 1,246,646 | 1,246,646 | 8,703 | 07/22/2026 | ☆ |
| 60 | Principal Global Investors, Llc CRD 109002 | Des Moines, IA | Investment Adviser · Mega ($100B+) | $428B | 8,205 | 8,169 | 1,394 | 05/28/2026 | ☆ |
| 61 | U.S. Bancorp Asset Management, Inc. CRD 111912 | Minneapolis, MN | Investment Adviser · Mega ($100B+) | $427B | 881 | 2,340 | 322 | 03/27/2026 | ☆ |
| 62 | Bny Mellon Investment Adviser, Inc. CRD 105642 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $419B | 91 | 91 | 69 | 06/30/2026 | ☆ |
| 63 | Mitsubishi Ufj Trust And Banking Corporation CRD 296868 | Tokyo | Bank · Mega ($100B+) | $407B | 32,595 | 32,595 | 6,400 | 07/09/2026 | ☆ |
| 64 | Kohlberg Kravis Roberts & Co. L.P. CRD 144533 | New York, NY | Private Fund Manager · Mega ($100B+) | $400B | 218 | 227 | 2,593 | 06/05/2026 | ☆ |
| 65 | Neuberger Berman Investment Advisers Llc CRD 124687 | New York, NY | Investment Adviser · Mega ($100B+) | $399B | 43,954 | 43,954 | 1,542 | 03/27/2026 | ☆ |
| 66 | Robert W. Baird & Co. Incorporated CRD 8158 | Milwaukee, WI | Broker-Dealer (Dually Registered) · Mega ($100B+) | $394B | 241,359 | 367,123 | 4,322 | 04/20/2026 | ☆ |
| 67 | Barings Llc CRD 106006 | Charlotte, NC | Investment Adviser · Mega ($100B+) | $393B | 417 | 417 | 1,101 | 07/01/2026 | ☆ |
| 68 | Raymond James Financial Services Advisors, Inc CRD 149018 | Saint Petersburg, FL | Wealth Manager · Mega ($100B+) | $390B | 508,439 | 1,107,860 | 9,675 | 06/01/2026 | ☆ |
| 69 | Loomis, Sayles & Company, L.P. CRD 105377 | Boston, MA | Investment Adviser · Mega ($100B+) | $387B | 24,675 | 24,675 | 728 | 07/01/2026 | ☆ |
| 70 | Fisher Asset Management, Llc CRD 107342 | Plano, TX | Wealth Manager · Mega ($100B+) | $387B | 199,922 | 422,516 | 4,369 | 04/02/2026 | ☆ |
| 71 | Janus Henderson Investors Us Llc CRD 104652 | Denver, CO | Mutual Fund / Asset Manager · Mega ($100B+) | $380B | 7,475 | 7,485 | 1,013 | 07/29/2026 | ☆ |
| 72 | Dimensional Fund Advisors Ltd CRD 107472 | London | Mutual Fund / Asset Manager · Mega ($100B+) | $365B | 100 | 106 | 162 | 03/24/2026 | ☆ |
| 73 | Dfa Australia Limited CRD 107621 | Sydney | Mutual Fund / Asset Manager · Mega ($100B+) | $362B | 100 | 106 | 134 | 03/24/2026 | ☆ |
| 74 | Arrowstreet Capital, Limited Partnership CRD 111298 | Boston, MA | Private Fund Manager · Mega ($100B+) | $351B | 162 | 162 | 519 | 04/22/2026 | ☆ |
| 75 | Fiam Llc CRD 133196 | Smithfield, RI | Mutual Fund / Asset Manager · Mega ($100B+) | $348B | 596 | 647 | 196 | 03/30/2026 | ☆ |
| 76 | Pgim Investments Llc CRD 105670 | Newark, NJ | Mutual Fund / Asset Manager · Mega ($100B+) | $345B | 44 | 197 | 458 | 05/22/2026 | ☆ |
| 77 | Vanguard Advisers, Inc. CRD 106715 | Malvern, PA | Wealth Manager · Mega ($100B+) | $345B | 791,528 | 791,528 | 2,208 | 07/13/2026 | ☆ |
| 78 | Nisa Investment Advisors, Llc CRD 107313 | St. Louis, MO | Institutional / Pension Advisor · Mega ($100B+) | $344B | 440 | 440 | 417 | 03/26/2026 | ☆ |
| 79 | Pictet Asset Management Sa CRD 140074 | Geneva | Private Fund Manager · Mega ($100B+) | $331B | 575 | 579 | 549 | 06/25/2026 | ☆ |
| 80 | Nyl Investors Llc CRD 169553 | New York, NY | Investment Adviser · Mega ($100B+) | $329B | 34 | 104 | 301 | 03/31/2026 | ☆ |
| 81 | Cambridge Associates, Llc CRD 104942 | Boston, MA | Endowment & Foundation Advisor · Mega ($100B+) | $327B | 604 | 604 | 1,116 | 04/29/2026 | ☆ |
| 82 | Financial Engines Advisors L.L.C. CRD 104510 | Santa Clara, CA | Wealth Manager · Mega ($100B+) | $326B | 1,244,406 | 1,517,156 | 1,679 | 07/24/2026 | ☆ |
| 83 | Allspring Funds Management, Llc CRD 110841 | Charlotte, NC | Mutual Fund / Asset Manager · Mega ($100B+) | $325B | 10,118 | 10,118 | 714 | 05/13/2026 | ☆ |
| 84 | Northwestern Mutual Investment Management Company, Llc CRD 307865 | Milwaukee, WI | Investment Adviser · Mega ($100B+) | $323B | 23 | 32 | 246 | 05/06/2026 | ☆ |
| 85 | Aqr Capital Management, Llc CRD 111883 | Greenwich, CT | Private Fund Manager · Mega ($100B+) | $312B | 717 | 723 | 728 | 05/29/2026 | ☆ |
| 86 | Rbc Capital Markets, Llc CRD 31194 | New York, NY | Insurance-Affiliated · Mega ($100B+) | $310B | 283,910 | 511,871 | 8,781 | 06/30/2026 | ☆ |
| 87 | First Trust Advisors Lp CRD 107027 | Wheaton, IL | Mutual Fund / Asset Manager · Mega ($100B+) | $309B | 5,731 | 6,316 | 542 | 04/30/2026 | ☆ |
| 88 | American Century Investment Management Inc CRD 105778 | Kansas City, MO | Mutual Fund / Asset Manager · Mega ($100B+) | $306B | 716 | 719 | 220 | 03/31/2026 | ☆ |
| 89 | Samsung Asset Management Company, Ltd. CRD 158319 | Seoul | Private Fund Manager · Mega ($100B+) | $301B | 1,063 | 1,631 | 460 | 04/20/2026 | ☆ |
| 90 | Creative Planning, Llc CRD 105348 | Overland Park, KS | Wealth Manager · Mega ($100B+) | $296B | 100,298 | 320,323 | 1,650 | 07/10/2026 | ☆ |
| 91 | Tiaa Cref Investment Management Llc CRD 107168 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $292B | 8 | 8 | 383 | 03/28/2026 | ☆ |
| 92 | Carlyle Investment Management L.L.C. CRD 111128 | Washington, DC | Private Fund Manager · Mega ($100B+) | $284B | 612 | 612 | 1,040 | 07/07/2026 | ☆ |
| 93 | Victory Capital Management Inc. CRD 106189 | San Antonio, TX | Mutual Fund / Asset Manager · Mega ($100B+) | $283B | 18,120 | 4,061 | 699 | 03/27/2026 | ☆ |
| 94 | Nuveen Asset Management, Llc CRD 155584 | Chicago, IL | Investment Adviser · Mega ($100B+) | $280B | 65,258 | 65,258 | 381 | 03/24/2026 | ☆ |
| 95 | T. Rowe Price International Ltd CRD 126032 | London | Private Fund Manager · Mega ($100B+) | $277B | 223 | 228 | 781 | 07/01/2026 | ☆ |
| 96 | Voya Investment Management Co. Llc CRD 106494 | New York, NY | Investment Adviser · Mega ($100B+) | $275B | 566 | 519 | 859 | 03/31/2026 | ☆ |
| 97 | Point72 Asset Management, L.P. CRD 283077 | Stamford, CT | Private Fund Manager · Mega ($100B+) | $274B | 19 | 19 | 3,345 | 05/26/2026 | ☆ |
| 98 | Taula Capital Management (Uk) Llp CRD 329863 | St Helier | Private Fund Manager · Mega ($100B+) | $273B | 6 | 6 | 40 | 06/29/2026 | ☆ |
| 99 | Kkr Credit Advisors (Us) Llc CRD 146629 | San Francisco, CA | Investment Adviser · Mega ($100B+) | $271B | 204 | 204 | 609 | 03/31/2026 | ☆ |
| 100 | Lord, Abbett & Co. Llc CRD 110391 | Jersey City, NJ | Mutual Fund / Asset Manager · Mega ($100B+) | $270B | 25,775 | 25,798 | 821 | 12/22/2025 | ☆ |