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 |
|---|---|---|---|---|---|---|---|---|---|
| 951 | N CRD 307116 | Private Fund Manager · Large ($10B–$100B) | $18.2B | 55 | 64 | 77 | 03/31/2026 | ☆ | |
| 952 | Rcp Advisors 2, Llc CRD 289963 | Dallas, TX | Private Fund Manager · Large ($10B–$100B) | $18.2B | 109 | 111 | 63 | 07/08/2026 | ☆ |
| 953 | Arlington Management Employees, Llc CRD 160265 | Bethesda, MD | Private Fund Manager · Large ($10B–$100B) | $18.2B | 5 | 5 | 32 | 03/31/2026 | ☆ |
| 954 | Wertz York Capital Management Group, Llc CRD 115344 | Tampa, FL | Private Fund Manager · Large ($10B–$100B) | $18.2B | 33 | 33 | 20 | 03/27/2026 | ☆ |
| 955 | Atlas Frm Llc CRD 160610 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $18.1B | 17 | 17 | 87 | 03/25/2026 | ☆ |
| 956 | Reverence Capital Partners, L.P. CRD 171471 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $18.1B | 53 | 53 | 47 | 03/31/2026 | ☆ |
| 957 | Townsquare Capital, Llc CRD 288576 | Lehi, UT | Investment Adviser · Large ($10B–$100B) | $18.1B | 96 | 58,181 | 53 | 03/31/2026 | ☆ |
| 958 | Mackenzie Investments Corporation CRD 165899 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $18.1B | 53 | 63 | 16 | 03/30/2026 | ☆ |
| 959 | Aspiriant, Llc CRD 146720 | Los Angeles, CA | Wealth Manager · Large ($10B–$100B) | $18.0B | 2,357 | 12,173 | 218 | 08/21/2026 | ☆ |
| 960 | Stephens Inc. CRD 3496 | Little Rock, AR | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $18.0B | 21,991 | 21,991 | 611 | 08/11/2026 | ☆ |
| 961 | Blackrock Alternatives Management, Llc CRD 288041 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $18.0B | 30 | 36 | 9 | 07/24/2026 | ☆ |
| 962 | Boothbay Fund Management, Llc CRD 163706 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $18.0B | 11 | 11 | 57 | 08/07/2026 | ☆ |
| 963 | Mercury Advisory, Llc CRD 308960 | San Francisco, CA | Investment Adviser · Large ($10B–$100B) | $17.9B | 10,487 | 10,487 | 7 | 08/21/2026 | ☆ |
| 964 | Stepstone Group Private Wealth Llc CRD 305881 | Charlotte, NC | Mutual Fund / Asset Manager · Large ($10B–$100B) | $17.9B | 14 | 14 | 128 | 06/29/2026 | ☆ |
| 965 | Blackstone Private Investments Advisors L.L.C. CRD 317860 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $17.9B | 4 | 4 | 38 | 03/30/2026 | ☆ |
| 966 | Cevian Capital Ii Gp Limited CRD 140659 | St. Helier | Private Fund Manager · Large ($10B–$100B) | $17.8B | 7 | 7 | 61 | 04/07/2026 | ☆ |
| 967 | Wilmington Trust Investment Advisors, Inc. CRD 106909 | Wilmington, DE | Investment Adviser · Large ($10B–$100B) | $17.8B | 155 | 3,540 | 104 | 08/27/2026 | ☆ |
| 968 | Omers Infrastructure Us Limited CRD 170309 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $17.8B | 12 | 13 | 138 | 04/27/2026 | ☆ |
| 969 | W.E. Family Offices, Llc CRD 109869 | Coral Gables, FL | Multi-Family Office · Large ($10B–$100B) | $17.8B | 112 | 112 | 65 | 04/21/2026 | ☆ |
| 970 | Wellington Management Japan Pte. Ltd. CRD 165192 | Tokyo | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $17.7B | 49 | 49 | 65 | 03/31/2026 | ☆ |
| 971 | F/M Investments Llc CRD 304405 | Washington, DC | Investment Adviser · Large ($10B–$100B) | $17.7B | 5,780 | 5,780 | 83 | 08/26/2026 | ☆ |
| 972 | Amplify Investments Llc CRD 173781 | Lisle, IL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $17.7B | 42 | 42 | 42 | 03/27/2026 | ☆ |
| 973 | Invesco Loan Manager, Llc CRD 306746 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $17.7B | 44 | 44 | 109 | 03/25/2026 | ☆ |
| 974 | Modera Wealth Management, Llc CRD 155649 | Westwood, NJ | Wealth Manager · Large ($10B–$100B) | $17.7B | 6,308 | 21,420 | 238 | 09/14/2026 | ☆ |
| 975 | Merganser Capital Management, Llc CRD 169258 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $17.7B | 124 | 125 | 32 | 03/30/2026 | ☆ |
| 976 | Durable Capital Partners Lp CRD 305221 | Bethesda, MD | Private Fund Manager · Large ($10B–$100B) | $17.6B | 5 | 5 | 49 | 07/01/2026 | ☆ |
| 977 | Geowealth Management Llc CRD 148222 | Chicago, IL | Wealth Manager · Large ($10B–$100B) | $17.6B | 51,018 | 83,125 | 88 | 03/24/2026 | ☆ |
| 978 | Searchlight Capital Partners, L.P. CRD 161958 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $17.5B | 73 | 73 | 132 | 04/15/2026 | ☆ |
| 979 | Patient Square Capital, Lp CRD 312203 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $17.5B | 30 | 30 | 97 | 05/26/2026 | ☆ |
| 980 | Penserra Capital Management Llc CRD 159042 | Orinda, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $17.5B | 49 | 49 | 16 | 03/10/2026 | ☆ |
| 981 | Limekiln Real Estate Investment Management, Lp CRD 297109 | New York, NY | Investment Adviser · Large ($10B–$100B) | $17.5B | 1 | 2 | 36 | 03/17/2026 | ☆ |
| 982 | Aip, Llc CRD 156878 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $17.5B | 10 | 10 | 94 | 03/31/2026 | ☆ |
| 983 | Envestnet Portfolio Solutions, Inc. CRD 109662 | Berwyn, PA | Wealth Manager · Large ($10B–$100B) | $17.3B | 60,663 | 60,663 | 532 | 06/30/2026 | ☆ |
| 984 | Rwc Asset Management Llp CRD 168656 | London | Private Fund Manager · Large ($10B–$100B) | $17.3B | 39 | 39 | 149 | 03/25/2026 | ☆ |
| 985 | Evoke Wealth, Llc CRD 300856 | Los Angeles, CA | Wealth Manager · Large ($10B–$100B) | $17.3B | 968 | 12,528 | 96 | 07/10/2026 | ☆ |
| 986 | Fiera Capital Inc. CRD 113638 | New York, NY | Investment Adviser · Large ($10B–$100B) | $17.3B | 4,643 | 4,643 | 95 | 08/21/2026 | ☆ |
| 987 | Bosera Asset Management (International) Co., Limited CRD 168895 | Hong Kong | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $17.3B | 51 | 54 | 68 | 04/02/2026 | ☆ |
| 988 | Capital Wealth Planning, Llc CRD 150764 | Naples, FL | Wealth Manager · Large ($10B–$100B) | $17.2B | 12,580 | 14,502 | 30 | 03/20/2026 | ☆ |
| 989 | Independent Advisor Alliance, Llc CRD 168267 | Charlotte, NC | Insurance-Affiliated · Large ($10B–$100B) | $17.2B | 45,002 | 45,002 | 251 | 08/19/2026 | ☆ |
| 990 | Stepstone Group Real Estate Lp CRD 281698 | La Jolla, CA | Private Fund Manager · Large ($10B–$100B) | $17.2B | 88 | 67 | 117 | 07/30/2026 | ☆ |
| 991 | Kohlberg & Co., L.L.C. CRD 160745 | Mount Kisco, NY | Private Fund Manager · Large ($10B–$100B) | $17.1B | 40 | 40 | 91 | 05/22/2026 | ☆ |
| 992 | N CRD 112200 | Private Fund Manager · Large ($10B–$100B) | $17.1B | 4,078 | 4,078 | 184 | 07/21/2025 | ☆ | |
| 993 | Bernard L. Madoff Investment Securities Llc CRD 2625 | New York, NY | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $17.1B | 23 | 01/07/2008 | ☆ | ||
| 994 | Niobrara Capital Partners Lp CRD 332070 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $17.1B | 8 | 8 | 12 | 03/30/2026 | ☆ |
| 995 | Manning & Napier Advisors, Llc CRD 105992 | Fairport, NY | Investment Adviser · Large ($10B–$100B) | $17.0B | 3,474 | 6,965 | 195 | 06/23/2026 | ☆ |
| 996 | Principal Securities, Inc. CRD 1137 | Des Moines, IA | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $17.0B | 51,941 | 68,981 | 1,464 | 03/30/2026 | ☆ |
| 997 | Mission Wealth Management, Lp CRD 113057 | Santa Barbara, CA | Insurance-Affiliated · Large ($10B–$100B) | $17.0B | 5,341 | 18,908 | 220 | 09/15/2026 | ☆ |
| 998 | Tpg Real Estate Advisors, Llc CRD 170731 | Fort Worth, TX | Private Fund Manager · Large ($10B–$100B) | $17.0B | 35 | 35 | 48 | 06/04/2026 | ☆ |
| 999 | Allen Investment Management, Llc CRD 124454 | New York, NY | Multi-Family Office · Large ($10B–$100B) | $16.9B | 144 | 840 | 28 | 03/30/2026 | ☆ |
| 1000 | Degroof Petercam Asset Management CRD 166048 | Brussels | Institutional / Pension Advisor · Large ($10B–$100B) | $16.9B | 216 | 216 | 191 | 04/29/2026 | ☆ |