AUMdb

Investment advisers

44,482 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1301 Corbin Capital Partners, L.P. CRD 130819 New York, NY Private Fund Manager · Large ($10B–$100B) $11.2B 27 27 56 03/31/2026 ☆
1302 Camden Asset Management L P CRD 106772 Los Angeles, CA Private Fund Manager · Large ($10B–$100B) $11.2B 17 17 19 06/23/2026 ☆
1303 Golden Gate Private Equity Inc. CRD 157379 San Francisco, CA Private Fund Manager · Large ($10B–$100B) $11.2B 9 9 89 04/28/2026 ☆
1304 Hyperion Asset Management Limited CRD 289310 Brisbane, Qld Institutional / Pension Advisor · Large ($10B–$100B) $11.1B 57 68 23 09/10/2025 ☆
1305 Fermat Capital Management, Llc CRD 134099 Westport, CT Private Fund Manager · Large ($10B–$100B) $11.1B 12 13 47 03/26/2026 ☆
1306 Stone Point Credit Adviser Llc CRD 310377 Greenwich, CT Private Fund Manager · Large ($10B–$100B) $11.1B 31 31 80 07/20/2026 ☆
1307 Fondsmaeglerselskabet Maj Invest A/S CRD 288223 Copenhagen K Broker-Dealer (Dually Registered) · Large ($10B–$100B) $11.1B 84 84 67 03/23/2026 ☆
1308 Bny Mellon Etf Investment Adviser, Llc CRD 306148 Boston, MA Mutual Fund / Asset Manager · Large ($10B–$100B) $11.1B 13 13 3 07/17/2026 ☆
1309 Apella Capital, Llc CRD 171106 West Hartford, CT Wealth Manager · Large ($10B–$100B) $11.1B 8,503 24,058 179 07/22/2026 ☆
1310 Pure Financial Advisors, Llc CRD 144316 San Diego, CA Wealth Manager · Large ($10B–$100B) $11.1B 7,509 7,509 204 02/26/2026 ☆
1311 Asset Preservation Advisors, Llc CRD 106741 Atlanta, GA Wealth Manager · Large ($10B–$100B) $11.1B 3,029 3,029 28 03/30/2026 ☆
1312 Atria Investments, Inc. CRD 143593 Charlotte, NC Investment Adviser · Large ($10B–$100B) $11.0B 113 31,684 60 07/31/2026 ☆
1313 Ubs Asset Management Credit Investments Group (Uk) Ltd CRD 113463 London (England) Private Fund Manager · Large ($10B–$100B) $11.0B 56 56 0 03/31/2026 ☆
1314 Nicola Wealth Management Ltd. CRD 173201 Vancouver Insurance-Affiliated · Large ($10B–$100B) $11.0B 6,718 27,753 531 03/31/2026 ☆
1315 Neuberger Berman Asia Limited CRD 154286 Hong Kong Private Fund Manager · Large ($10B–$100B) $11.0B 28 28 62 03/30/2026 ☆
1316 Schroder Investment Management (Japan) Limited CRD 306616 Chiyoda Ku, Tokyo Investment Adviser · Large ($10B–$100B) $11.0B 100 100 81 05/11/2026 ☆
1317 Ballyrock Investment Advisors Llc CRD 115324 Boston, MA Private Fund Manager · Large ($10B–$100B) $11.0B 24 24 5 07/30/2026 ☆
1318 N CRD 158190 Private Fund Manager · Large ($10B–$100B) $11.0B 69 69 301 05/13/2025 ☆
1319 Castle Hook Partners Lp CRD 284968 New York, NY Private Fund Manager · Large ($10B–$100B) $11.0B 6 6 35 03/31/2026 ☆
1320 Redwood Capital Management, Llc CRD 158243 New York, NY Private Fund Manager · Large ($10B–$100B) $11.0B 13 14 33 05/12/2026 ☆
1321 Morgan Stanley Investment Management Company CRD 126896 Singapore Investment Adviser · Large ($10B–$100B) $10.9B 26 26 51 03/27/2026 ☆
1322 Fifth Third Securities, Inc. CRD 628 Cincinnati, OH Insurance-Affiliated · Large ($10B–$100B) $10.9B 47,014 47,014 13,533 07/14/2026 ☆
1323 Modern Wealth Management, Llc CRD 324624 Kansas City, MO Wealth Manager · Large ($10B–$100B) $10.9B 11,934 30,617 253 07/02/2026 ☆
1324 Shepherd Kaplan Krochuk, Llc CRD 127304 Boston, MA Institutional / Pension Advisor · Large ($10B–$100B) $10.9B 213 1,405 34 03/31/2026 ☆
1325 Rpa Financial, Llc CRD 294105 San Rafael, CA Institutional / Pension Advisor · Large ($10B–$100B) $10.9B 339 323 12 06/29/2026 ☆
1326 Ngp Energy Capital Management, Llc CRD 160729 Dallas, TX Private Fund Manager · Large ($10B–$100B) $10.9B 17 16 56 03/31/2026 ☆
1327 Realterm Transportation Llc CRD 322689 Annapolis, MD Private Fund Manager · Large ($10B–$100B) $10.9B 16 16 265 05/06/2026 ☆
1328 First Sentier Investors (Singapore) CRD 165124 Singapore Private Fund Manager · Large ($10B–$100B) $10.8B 10 10 55 03/27/2026 ☆
1329 Hggc, Llc CRD 145684 Palo Alto, CA Private Fund Manager · Large ($10B–$100B) $10.8B 26 26 57 03/31/2026 ☆
1330 Caz Investments L.P. CRD 113931 Houston, TX Private Fund Manager · Large ($10B–$100B) $10.8B 103 13,562 83 03/31/2026 ☆
1331 Loop Capital Asset Management Tch Llc CRD 149280 Miami, FL Institutional / Pension Advisor · Large ($10B–$100B) $10.8B 90 90 23 03/19/2026 ☆
1332 Cbre Investment Management Listed Real Assets Llc CRD 106256 Radnor, PA Investment Adviser · Large ($10B–$100B) $10.8B 44 50 60 03/30/2026 ☆
1333 Acr Alpine Capital Research, Llc CRD 110933 St. Louis, MO Investment Adviser · Large ($10B–$100B) $10.8B 7,171 7,168 35 06/24/2026 ☆
1334 Baron Capital Management, Inc. CRD 110791 New York, NY Private Fund Manager · Large ($10B–$100B) $10.8B 125 125 221 05/29/2026 ☆
1335 Black Diamond Capital Management I, Lllp CRD 154495 St. Thomas, VI Private Fund Manager · Large ($10B–$100B) $10.7B 38 38 100 07/13/2026 ☆
1336 Antin Infrastructure Partners Us Services Llc CRD 298930 New York, NY Private Fund Manager · Large ($10B–$100B) $10.7B 20 20 42 03/25/2026 ☆
1337 Guardian Capital Lp CRD 105078 Toronto, Ontario Private Fund Manager · Large ($10B–$100B) $10.7B 143 218 90 07/17/2026 ☆
1338 Ferguson Wellman Capital Management, Inc. CRD 104692 Portland, OR Wealth Manager · Large ($10B–$100B) $10.7B 1,085 4,763 68 06/09/2026 ☆
1339 Rockwood Capital, Llc CRD 156663 New York, NY Private Fund Manager · Large ($10B–$100B) $10.6B 36 36 65 06/30/2026 ☆
1340 Great Valley Advisor Group, Llc CRD 123913 Wilmington, DE Insurance-Affiliated · Large ($10B–$100B) $10.6B 37,014 37,014 325 07/15/2026 ☆
1341 Advisory Services Network, Llc CRD 146051 Atlanta, GA Wealth Manager · Large ($10B–$100B) $10.6B 12,919 29,663 268 07/31/2026 ☆
1342 Trinity Street Asset Management Llp CRD 152728 London Private Fund Manager · Large ($10B–$100B) $10.6B 22 22 30 06/30/2026 ☆
1343 Magnitude Capital, Llc CRD 137486 New York, NY Private Fund Manager · Large ($10B–$100B) $10.6B 13 13 47 07/09/2026 ☆
1344 Cooke & Bieler, L.P. CRD 113859 Philadelphia, PA Investment Adviser · Large ($10B–$100B) $10.6B 209 209 32 03/30/2026 ☆
1345 Generation Investment Management Us Llp CRD 132728 San Francisco, CA Private Fund Manager · Large ($10B–$100B) $10.5B 4 13 27 05/04/2026 ☆
1346 Eldridge Structured Credit Advisers, Llc CRD 313420 New York, NY Investment Adviser · Large ($10B–$100B) $10.5B 12 6 292 03/31/2026 ☆
1347 Ruane, Cunniff & Goldfarb L.P. CRD 285971 New York, NY Investment Adviser · Large ($10B–$100B) $10.5B 1,213 1,213 52 03/31/2026 ☆
1348 Junto Capital Management Lp CRD 168547 New York, NY Private Fund Manager · Large ($10B–$100B) $10.5B 4 4 65 03/26/2026 ☆
1349 Blackstone Growth Advisors L.L.C. CRD 305708 New York, NY Private Fund Manager · Large ($10B–$100B) $10.5B 8 8 48 05/05/2026 ☆
1350 Gregory J. Schwartz & Co., Inc. CRD 7294 Bloomfield Hills, MI Insurance-Affiliated · Large ($10B–$100B) $10.5B 1,737 1,737 30 03/30/2026 ☆