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 |
|---|---|---|---|---|---|---|---|---|---|
| 1051 | Pfs Investments Inc. CRD 10111 | Duluth, GA | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $15.5B | 67,816 | 89,813 | 3,992 | 07/21/2026 | ☆ |
| 1052 | Evercore Wealth Management, Llc CRD 148399 | New York, NY | Multi-Family Office · Large ($10B–$100B) | $15.5B | 791 | 4,895 | 97 | 03/31/2026 | ☆ |
| 1053 | Osaic Advisory Services, Llc CRD 171070 | Atlanta, GA | Wealth Manager · Large ($10B–$100B) | $15.5B | 29,898 | 50,459 | 2,180 | 07/30/2026 | ☆ |
| 1054 | Intech Investment Management Llc CRD 119232 | West Palm Beach, FL | Investment Adviser · Large ($10B–$100B) | $15.5B | 26 | 32 | 41 | 03/23/2026 | ☆ |
| 1055 | Allianz Global Investors Asia Pacific Limited CRD 289358 | Hong Kong | Private Fund Manager · Large ($10B–$100B) | $15.5B | 69 | 76 | 118 | 05/27/2026 | ☆ |
| 1056 | Aea Qp Advisers Llc CRD 124560 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $15.5B | 18 | 18 | 157 | 06/04/2026 | ☆ |
| 1057 | Tishman Speyer Properties, L.P. CRD 160079 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $15.4B | 78 | 78 | 491 | 04/20/2026 | ☆ |
| 1058 | Investment Research & Advisory Group, Inc. CRD 126246 | Atlanta, GA | Institutional / Pension Advisor · Large ($10B–$100B) | $15.4B | 302 | 691 | 19 | 03/11/2026 | ☆ |
| 1059 | Banner Ridge Partners, Lp CRD 304928 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $15.3B | 35 | 34 | 27 | 07/13/2026 | ☆ |
| 1060 | Ballentine Partners, Llc CRD 152802 | Waltham, MA | Multi-Family Office · Large ($10B–$100B) | $15.3B | 353 | 7,401 | 125 | 07/13/2026 | ☆ |
| 1061 | Peak Xv Partners Operations Llc CRD 305299 | Trianon | Private Fund Manager · Large ($10B–$100B) | $15.3B | 30 | 30 | 107 | 06/15/2026 | ☆ |
| 1062 | C Worldwide Asset Management Fondsmaeglerselskab A/S CRD 173234 | Copenhagen | Private Fund Manager · Large ($10B–$100B) | $15.3B | 50 | 50 | 112 | 03/27/2026 | ☆ |
| 1063 | Cavanal Hill Investment Management, Inc. CRD 110774 | Tulsa, OK | Investment Adviser · Large ($10B–$100B) | $15.2B | 3 | 2,175 | 47 | 03/17/2026 | ☆ |
| 1064 | Cw Advisors, Llc CRD 310873 | Boston, MA | Wealth Manager · Large ($10B–$100B) | $15.2B | 6,542 | 23,756 | 152 | 07/30/2026 | ☆ |
| 1065 | Nationwide Asset Management, Llc CRD 143668 | Columbus, OH | Investment Adviser · Large ($10B–$100B) | $15.2B | 3 | 13 | 212 | 03/10/2026 | ☆ |
| 1066 | Blackstone Ireland Limited CRD 292121 | Dublin 2 | Private Fund Manager · Large ($10B–$100B) | $15.2B | 50 | 52 | 711 | 07/30/2026 | ☆ |
| 1067 | Pomona Management Llc CRD 148269 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $15.2B | 23 | 23 | 41 | 03/31/2026 | ☆ |
| 1068 | Bleakley Financial Group, Llc CRD 318366 | Parsippany, NJ | Wealth Manager · Large ($10B–$100B) | $15.1B | 8,647 | 28,204 | 205 | 07/14/2026 | ☆ |
| 1069 | Cv Advisors Llc CRD 164817 | Aventura, FL | Multi-Family Office · Large ($10B–$100B) | $15.1B | 159 | 5,953 | 82 | 04/23/2026 | ☆ |
| 1070 | N CRD 281781 | Investment Adviser · Large ($10B–$100B) | $15.0B | 15 | 15 | 24 | 03/27/2025 | ☆ | |
| 1071 | Sit Fixed Income Advisors Ii, Llc CRD 108271 | Minneapolis, MN | Investment Adviser · Large ($10B–$100B) | $15.0B | 115 | 158 | 73 | 06/22/2026 | ☆ |
| 1072 | Gigafund Management Company, Llc CRD 289807 | Private Fund Manager · Large ($10B–$100B) | $15.0B | 22 | 22 | 7 | 03/30/2026 | ☆ | |
| 1073 | Abry Partners Ii, Llc CRD 161154 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $14.9B | 30 | 30 | 1 | 03/31/2026 | ☆ |
| 1074 | Wcas Management Corporation CRD 155695 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.9B | 20 | 20 | 105 | 05/26/2026 | ☆ |
| 1075 | The London Company Of Virginia, Llc CRD 106654 | Richmond, VA | Investment Adviser · Large ($10B–$100B) | $14.9B | 6,122 | 6,122 | 56 | 03/23/2026 | ☆ |
| 1076 | Wolverine Asset Management, Llc CRD 138907 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $14.8B | 3 | 3 | 44 | 06/12/2026 | ☆ |
| 1077 | Ci Global Investments Inc. CRD 156752 | Oakland, CA | Private Fund Manager · Large ($10B–$100B) | $14.7B | 27 | 27 | 2 | 03/31/2026 | ☆ |
| 1078 | Morgan Stanley Institutional Investment Advisors Llc CRD 149122 | Greenwood Village, CO | Institutional / Pension Advisor · Large ($10B–$100B) | $14.7B | 70 | 70 | 52 | 06/30/2026 | ☆ |
| 1079 | Yousif Capital Management, Llc CRD 312511 | Bloomfield Hills, MI | Investment Adviser · Large ($10B–$100B) | $14.7B | 444 | 454 | 17 | 03/23/2026 | ☆ |
| 1080 | Atlanta Consulting Group Advisors, Llc CRD 288169 | Atlanta, GA | Investment Adviser · Large ($10B–$100B) | $14.7B | 364 | 1,727 | 23 | 04/27/2026 | ☆ |
| 1081 | Troy Asset Management Ltd CRD 319174 | London | Private Fund Manager · Large ($10B–$100B) | $14.7B | 26 | 26 | 45 | 07/30/2026 | ☆ |
| 1082 | Pharo Management, Inc. CRD 141216 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.6B | 6 | 6 | 48 | 03/31/2026 | ☆ |
| 1083 | Digital Bridge Advisors, Llc CRD 291394 | Boca Raton, FL | Private Fund Manager · Large ($10B–$100B) | $14.6B | 48 | 48 | 174 | 05/01/2026 | ☆ |
| 1084 | Zacks Investment Management, Inc. CRD 110897 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $14.6B | 3,741 | 12,368 | 132 | 05/29/2026 | ☆ |
| 1085 | Napier Park Global Capital (Us) Lp CRD 166333 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.6B | 59 | 63 | 137 | 05/13/2026 | ☆ |
| 1086 | Freestone Capital Management, Llc CRD 145711 | Seattle, WA | Insurance-Affiliated · Large ($10B–$100B) | $14.5B | 2,994 | 4,494 | 120 | 06/29/2026 | ☆ |
| 1087 | Paamco Prisma, Llc CRD 108989 | Newport Beach, CA | Private Fund Manager · Large ($10B–$100B) | $14.5B | 47 | 51 | 37 | 05/08/2026 | ☆ |
| 1088 | Crow Holdings Capital Partners, L.L.C. CRD 156925 | Dallas, TX | Private Fund Manager · Large ($10B–$100B) | $14.4B | 17 | 19 | 166 | 05/01/2026 | ☆ |
| 1089 | Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | Minneapolis, MN | Insurance-Affiliated · Large ($10B–$100B) | $14.4B | 7,354 | 23,169 | 158 | 03/31/2026 | ☆ |
| 1090 | Dra Advisors Llc CRD 106311 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.4B | 21 | 21 | 99 | 03/30/2026 | ☆ |
| 1091 | Pine Ridge Advisers Llc CRD 296362 | New York, NY | Investment Adviser · Large ($10B–$100B) | $14.4B | 44 | 44 | 14 | 03/31/2026 | ☆ |
| 1092 | Principal Asset Management Company (Asia) Limited CRD 322390 | Wanchai | Private Fund Manager · Large ($10B–$100B) | $14.4B | 35 | 35 | 39 | 03/31/2026 | ☆ |
| 1093 | Ausbil Investment Management Limited CRD 289468 | Sydney | Investment Adviser · Large ($10B–$100B) | $14.4B | 43 | 49 | 72 | 03/25/2026 | ☆ |
| 1094 | M&G Investments (Usa) Inc. CRD 305254 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $14.3B | 0 | 9 | 47 | 03/26/2026 | ☆ |
| 1095 | Kelso & Company, L.P. CRD 131471 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.3B | 54 | 54 | 64 | 04/30/2026 | ☆ |
| 1096 | Infrared Capital Partners Limited CRD 161187 | London | Private Fund Manager · Large ($10B–$100B) | $14.3B | 40 | 40 | 148 | 05/29/2026 | ☆ |
| 1097 | Sycamore Partners Management, L.P. CRD 284346 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.3B | 33 | 33 | 60 | 03/31/2026 | ☆ |
| 1098 | Tsg Consumer Partners Lp CRD 160826 | Larkspur, CA | Private Fund Manager · Large ($10B–$100B) | $14.3B | 18 | 18 | 73 | 04/30/2026 | ☆ |
| 1099 | Federated Equity Management Company Of Pennsylvania CRD 128610 | Pittsburgh, PA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $14.3B | 14 | 14 | 15 | 06/11/2026 | ☆ |
| 1100 | Bsp Ny Llc CRD 128557 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.2B | 37 | 43 | 18 | 03/31/2026 | ☆ |