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 |
|---|---|---|---|---|---|---|---|---|---|
| 1151 | Antipodes Partners Limited CRD 299380 | Sydney | Private Fund Manager · Large ($10B–$100B) | $13.5B | 49 | 49 | 80 | 09/29/2025 | ☆ |
| 1152 | Riverside Partners, Llc CRD 160523 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $13.5B | 125 | 125 | 248 | 07/01/2026 | ☆ |
| 1153 | Alpha Architect, Llc CRD 153905 | Newtown Square, PA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $13.5B | 135 | 135 | 12 | 08/25/2026 | ☆ |
| 1154 | Trexquant Investment Lp CRD 170476 | Stamford, CT | Private Fund Manager · Large ($10B–$100B) | $13.5B | 9 | 9 | 167 | 07/01/2026 | ☆ |
| 1155 | Partners Enterprise Capital Llc CRD 304667 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $13.5B | 2 | 2 | 37 | 05/01/2026 | ☆ |
| 1156 | N CRD 286069 | Private Fund Manager · Large ($10B–$100B) | $13.5B | 26 | 26 | 43 | 03/20/2025 | ☆ | |
| 1157 | Kestra Private Wealth Services, Llc CRD 155193 | Austin, TX | Wealth Manager · Large ($10B–$100B) | $13.5B | 20,230 | 33,333 | 211 | 09/22/2026 | ☆ |
| 1158 | The Mather Group, Llc CRD 156005 | Chicago, IL | Wealth Manager · Large ($10B–$100B) | $13.4B | 4,773 | 15,200 | 186 | 09/04/2026 | ☆ |
| 1159 | Stg Partners, Llc CRD 291048 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $13.4B | 25 | 25 | 87 | 09/09/2026 | ☆ |
| 1160 | Haidar Capital Management Llc CRD 159798 | Pearl River, NY | Private Fund Manager · Large ($10B–$100B) | $13.4B | 3 | 3 | 9 | 03/24/2026 | ☆ |
| 1161 | Acorns Advisers, Llc CRD 165926 | Irvine, CA | Wealth Manager · Large ($10B–$100B) | $13.4B | 8,158,329 | 5,152,940 | 302 | 08/03/2026 | ☆ |
| 1162 | Capital Fund Management S.A. CRD 125780 | Paris | Private Fund Manager · Large ($10B–$100B) | $13.4B | 15 | 15 | 348 | 03/26/2026 | ☆ |
| 1163 | Eight Partners Vc, Llc CRD 283031 | Austin, TX | Private Fund Manager · Large ($10B–$100B) | $13.4B | 65 | 65 | 69 | 04/16/2026 | ☆ |
| 1164 | Pcp Managers, L.P. CRD 157398 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $13.4B | 14 | 14 | 40 | 03/30/2026 | ☆ |
| 1165 | Gaoteng Global Asset Management Limited CRD 301825 | Hong Kong, Hong Kong | Private Fund Manager · Large ($10B–$100B) | $13.4B | 22 | 22 | 46 | 03/24/2026 | ☆ |
| 1166 | First Sentier Investors (Uk) Im Limited CRD 281323 | Edinburgh | Private Fund Manager · Large ($10B–$100B) | $13.3B | 24 | 24 | 314 | 03/31/2026 | ☆ |
| 1167 | Eagle Point Credit Management Llc CRD 166370 | Greenwich, CT | Investment Adviser · Large ($10B–$100B) | $13.2B | 91 | 97 | 120 | 07/14/2026 | ☆ |
| 1168 | Asia Alternatives Management Llc CRD 141481 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $13.2B | 158 | 158 | 47 | 07/29/2026 | ☆ |
| 1169 | Redding Ridge Asset Management (Uk) Llp CRD 284256 | London | Private Fund Manager · Large ($10B–$100B) | $13.2B | 29 | 29 | 67 | 03/31/2026 | ☆ |
| 1170 | Blackstone Life Sciences Advisors L.L.C. CRD 304477 | Cambridge, MA | Private Fund Manager · Large ($10B–$100B) | $13.2B | 11 | 11 | 31 | 03/30/2026 | ☆ |
| 1171 | Novacap Management Inc. CRD 290100 | Brossard, Quebec | Private Fund Manager · Large ($10B–$100B) | $13.2B | 68 | 68 | 112 | 03/27/2026 | ☆ |
| 1172 | G10 Capital Limited CRD 269881 | London | Private Fund Manager · Large ($10B–$100B) | $13.1B | 40 | 40 | 80 | 03/31/2026 | ☆ |
| 1173 | Smith Capital Investors, Llc CRD 294402 | Denver, CO | Mutual Fund / Asset Manager · Large ($10B–$100B) | $13.1B | 6 | 6 | 30 | 02/27/2026 | ☆ |
| 1174 | N CRD 157915 | Private Fund Manager · Large ($10B–$100B) | $13.1B | 59 | 59 | 23 | 09/29/2025 | ☆ | |
| 1175 | Rockpoint Group, L.L.C. CRD 156630 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $13.0B | 39 | 39 | 112 | 03/31/2026 | ☆ |
| 1176 | Impresa Management Llc CRD 168741 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $13.0B | 43 | 40 | 74 | 06/26/2026 | ☆ |
| 1177 | Post Advisory Group, Llc CRD 108860 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $13.0B | 40 | 40 | 49 | 05/05/2026 | ☆ |
| 1178 | N CRD 315416 | Private Fund Manager · Large ($10B–$100B) | $13.0B | 58 | 58 | 45 | 04/28/2025 | ☆ | |
| 1179 | N CRD 110813 | Private Fund Manager · Large ($10B–$100B) | $13.0B | 42 | 42 | 43 | 06/24/2025 | ☆ | |
| 1180 | James Hambro & Partners Llp CRD 286283 | London | Wealth Manager · Large ($10B–$100B) | $13.0B | 6,993 | 11,028 | 175 | 07/16/2026 | ☆ |
| 1181 | Devenir Investment Advisors, Llc CRD 132824 | Bloomington, MN | Investment Adviser · Large ($10B–$100B) | $13.0B | 44 | 44 | 11 | 03/25/2026 | ☆ |
| 1182 | Whale Rock Capital Management Llc CRD 140746 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $13.0B | 19 | 19 | 31 | 06/02/2026 | ☆ |
| 1183 | Ascensus Investment Advisors, Llc CRD 120632 | Needham, MA | Investment Adviser · Large ($10B–$100B) | $13.0B | 27 | 10 | 48 | 08/17/2026 | ☆ |
| 1184 | Chartwell Investment Partners, Llc CRD 170335 | Berwyn, PA | Institutional / Pension Advisor · Large ($10B–$100B) | $13.0B | 340 | 340 | 31 | 05/13/2026 | ☆ |
| 1185 | Sarofim Trust Co., Lta CRD 106590 | Houston, TX | Trust Company · Large ($10B–$100B) | $13.0B | 96 | 96 | 26 | 05/12/2026 | ☆ |
| 1186 | Alphacore Capital Llc CRD 174346 | La Jolla, CA | Wealth Manager · Large ($10B–$100B) | $13.0B | 4,065 | 13,477 | 124 | 08/28/2026 | ☆ |
| 1187 | Valeo Financial Advisors, Llc CRD 127132 | Carmel, IN | Wealth Manager · Large ($10B–$100B) | $13.0B | 3,042 | 22,812 | 178 | 04/30/2026 | ☆ |
| 1188 | Ivy Hill Asset Management, L.P. CRD 161608 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $13.0B | 18 | 19 | 16 | 08/26/2026 | ☆ |
| 1189 | State Farm Investment Management Corp. CRD 3487 | Bloomington, IL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $12.9B | 3,575 | 2,160 | 7,930 | 04/30/2026 | ☆ |
| 1190 | Montrusco Bolton Investments Inc. CRD 154475 | Montreal, Quebec | Investment Adviser · Large ($10B–$100B) | $12.9B | 343 | 564 | 68 | 03/31/2026 | ☆ |
| 1191 | Independent Financial Group, Llc CRD 7717 | San Diego, CA | Insurance-Affiliated · Large ($10B–$100B) | $12.9B | 26,635 | 54,951 | 624 | 03/17/2026 | ☆ |
| 1192 | Global Endowment Management, Lp CRD 157772 | Charlotte, NC | Private Fund Manager · Large ($10B–$100B) | $12.9B | 46 | 46 | 82 | 08/28/2026 | ☆ |
| 1193 | Pacific Capital Partners Limited CRD 305066 | London | Private Fund Manager · Large ($10B–$100B) | $12.9B | 105 | 105 | 62 | 09/25/2025 | ☆ |
| 1194 | Nephila Advisors Llc CRD 156905 | Nashville, TN | Private Fund Manager · Large ($10B–$100B) | $12.9B | 39 | 39 | 38 | 08/31/2026 | ☆ |
| 1195 | Nephila Capital Ltd. CRD 132780 | Hamilton | Private Fund Manager · Large ($10B–$100B) | $12.9B | 39 | 39 | 27 | 03/20/2026 | ☆ |
| 1196 | Citizens Securities, Inc. CRD 39550 | Johnston, RI | Insurance-Affiliated · Large ($10B–$100B) | $12.9B | 60,545 | 60,545 | 471 | 09/03/2026 | ☆ |
| 1197 | Mkp Capital Management, L.L.C. CRD 113851 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $12.9B | 8 | 8 | 46 | 03/31/2026 | ☆ |
| 1198 | Loring, Wolcott & Coolidge Fiduciary Advisors, Llp CRD 107153 | Boston, MA | Wealth Manager · Large ($10B–$100B) | $12.8B | 3,290 | 3,293 | 109 | 07/23/2026 | ☆ |
| 1199 | Pugh Capital Management, Inc. CRD 111765 | Seattle, WA | Investment Adviser · Large ($10B–$100B) | $12.8B | 52 | 82 | 39 | 03/24/2026 | ☆ |
| 1200 | Ariel Investments, Llc CRD 108211 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $12.8B | 146 | 146 | 109 | 07/28/2026 | ☆ |