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 |
|---|---|---|---|---|---|---|---|---|---|
| 1601 | Weitz Investment Management, Inc. CRD 105088 | Omaha, NE | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $8.1B | 18 | 22 | 36 | 03/30/2026 | ☆ |
| 1602 | Grain Management, Llc CRD 285045 | Washington, DC | Private Fund Manager · Mid-sized ($1B–$10B) | $8.1B | 25 | 25 | 77 | 03/27/2026 | ☆ |
| 1603 | Annex Advisory Services, Llc CRD 127987 | Brookfield, WI | Insurance-Affiliated · Mid-sized ($1B–$10B) | $8.1B | 6,802 | 22,003 | 151 | 04/17/2026 | ☆ |
| 1604 | Crestwood Advisors Group, Llc CRD 286243 | Boston, MA | Wealth Manager · Mid-sized ($1B–$10B) | $8.0B | 1,128 | 6,710 | 64 | 06/11/2026 | ☆ |
| 1605 | Context Capital Management Llc CRD 115167 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $8.0B | 3 | 3 | 19 | 08/25/2026 | ☆ |
| 1606 | Blackstone Isg Ii Advisors L.L.C. CRD 289550 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $8.0B | 8 | 8 | 114 | 03/30/2026 | ☆ |
| 1607 | Howard Capital Management, Llc CRD 118070 | Alpharetta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $8.0B | 10,608 | 14,608 | 45 | 06/12/2026 | ☆ |
| 1608 | Patria Private Equity (Europe) Limited CRD 318769 | Edinburgh | Private Fund Manager · Mid-sized ($1B–$10B) | $8.0B | 46 | 46 | 70 | 05/12/2026 | ☆ |
| 1609 | Trive Capital Management Llc CRD 166910 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $8.0B | 19 | 19 | 87 | 08/04/2026 | ☆ |
| 1610 | Cion Ares Management, Llc CRD 284930 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $8.0B | 1 | 1 | 18 | 08/26/2026 | ☆ |
| 1611 | Balbec Capital Management Lp CRD 284363 | Scottsdale, AZ | Private Fund Manager · Mid-sized ($1B–$10B) | $8.0B | 22 | 23 | 150 | 04/27/2026 | ☆ |
| 1612 | Carmel Management Iii, Llc CRD 160892 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $8.0B | 8 | 8 | 164 | 03/31/2026 | ☆ |
| 1613 | Security Investors, Llc CRD 105477 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $8.0B | 107 | 107 | 20 | 03/31/2026 | ☆ |
| 1614 | Fpa Real Estate Advisers Group, Llc CRD 288195 | Irvine, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $8.0B | 33 | 33 | 110 | 03/31/2026 | ☆ |
| 1615 | Rfg Advisory, Llc CRD 158401 | Vestavia Hills, AL | Insurance-Affiliated · Mid-sized ($1B–$10B) | $8.0B | 17,410 | 29,833 | 360 | 09/21/2026 | ☆ |
| 1616 | Polunin Capital Partners Limited CRD 159031 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $8.0B | 7 | 11 | 17 | 03/30/2026 | ☆ |
| 1617 | Bv Investment Partners, L.P. CRD 159349 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 10 | 11 | 47 | 03/30/2026 | ☆ |
| 1618 | Icg Advisors, Llc CRD 148066 | Los Angeles, CA | Multi-Family Office · Mid-sized ($1B–$10B) | $7.9B | 70 | 108 | 26 | 05/21/2026 | ☆ |
| 1619 | Loancore Capital Credit Advisor Llc CRD 293737 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 3 | 3 | 48 | 03/31/2026 | ☆ |
| 1620 | Orion Resource Partners (Usa), Lp CRD 161327 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 25 | 25 | 59 | 05/14/2026 | ☆ |
| 1621 | Timessquare Capital Management, Llc CRD 132694 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $7.9B | 51 | 51 | 41 | 03/25/2026 | ☆ |
| 1622 | Edwards Capital, Llc CRD 157864 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 22 | 22 | 65 | 03/30/2026 | ☆ |
| 1623 | Pcm Management Advisor, Llc CRD 323946 | Chagrin Falls, OH | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 24 | 24 | 495 | 04/09/2026 | ☆ |
| 1624 | The Huntington Investment Company CRD 16986 | Columbus, OH | Insurance-Affiliated · Mid-sized ($1B–$10B) | $7.9B | 42,398 | 42,399 | 520 | 08/21/2026 | ☆ |
| 1625 | Rbc Private Counsel (Usa) Inc. CRD 109648 | Toronto, On | Wealth Manager · Mid-sized ($1B–$10B) | $7.9B | 5,967 | 9,345 | 1,455 | 06/30/2026 | ☆ |
| 1626 | D.F. Dent And Company, Inc. CRD 105179 | Baltimore, MD | Wealth Manager · Mid-sized ($1B–$10B) | $7.9B | 1,185 | 1,171 | 31 | 06/18/2026 | ☆ |
| 1627 | Kensico Capital Management Corp. CRD 157934 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 3 | 3 | 25 | 03/26/2026 | ☆ |
| 1628 | Mirae Asset Global Investments (Hong Kong) Limited CRD 152807 | Hong Kong | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 88 | 88 | 64 | 03/30/2026 | ☆ |
| 1629 | Montanova Capital, Llc CRD 165153 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 10 | 10 | 23 | 07/01/2026 | ☆ |
| 1630 | Westbridge Capital Us Advisors, Lp CRD 161527 | San Mateo, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 7 | 7 | 90 | 03/31/2026 | ☆ |
| 1631 | Odyssey Investment Partners, Llc CRD 160990 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $7.9B | 16 | 16 | 45 | 05/12/2026 | ☆ |
| 1632 | Ingalls Investment Management, Llc CRD 343369 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $7.8B | 4,453 | 4,453 | 50 | 09/18/2026 | ☆ |
| 1633 | Ingalls Investment Management, Llc CRD 2288 | New York, NY | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $7.8B | 4,453 | 4,453 | 50 | 07/06/2026 | ☆ |
| 1634 | Harbert Fund Advisors, Llc CRD 110577 | Birmingham, AL | Private Fund Manager · Mid-sized ($1B–$10B) | $7.8B | 44 | 44 | 147 | 03/31/2026 | ☆ |
| 1635 | Hunter Point Capital Lp CRD 310871 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $7.8B | 32 | 33 | 74 | 07/02/2026 | ☆ |
| 1636 | Confluence Wealth Services, Llc CRD 311980 | Mcmurray, PA | Wealth Manager · Mid-sized ($1B–$10B) | $7.8B | 5,228 | 14,993 | 71 | 09/15/2026 | ☆ |
| 1637 | Guggenheim Funds Distributors, Llc CRD 39805 | Chicago, IL | Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) | $7.8B | 1 | 290 | 245 | 03/31/2026 | ☆ |
| 1638 | Fifth Third Wealth Advisors Llc CRD 313015 | Cincinnati, OH | Investment Adviser · Mid-sized ($1B–$10B) | $7.8B | 1,498 | 2,121 | 83 | 07/29/2026 | ☆ |
| 1639 | Amova Asset Management Americas, Inc. CRD 824 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $7.8B | 8 | 18 | 27 | 06/26/2026 | ☆ |
| 1640 | Wgi Dm, Llc CRD 334219 | Boston, MA | Investment Adviser · Mid-sized ($1B–$10B) | $7.8B | 24 | 33 | 6 | 03/27/2026 | ☆ |
| 1641 | Elmtree Funds, Llc CRD 338940 | St. Louis, MO | Private Fund Manager · Mid-sized ($1B–$10B) | $7.8B | 16 | 16 | 37 | 03/31/2026 | ☆ |
| 1642 | Hillsdale Investment Management Inc. CRD 137883 | Toronto | Private Fund Manager · Mid-sized ($1B–$10B) | $7.8B | 227 | 230 | 46 | 08/19/2026 | ☆ |
| 1643 | Quid Capital Group Holdings, Llc CRD 297179 | Santa Monica, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $7.8B | 40 | 40 | 9 | 03/31/2026 | ☆ |
| 1644 | Ae Industrial Partners, Lp CRD 173020 | Boca Raton, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $7.7B | 36 | 36 | 90 | 03/31/2026 | ☆ |
| 1645 | Frazier Management, L.L.C. CRD 157324 | Seattle, WA | Private Fund Manager · Mid-sized ($1B–$10B) | $7.7B | 25 | 25 | 100 | 06/18/2026 | ☆ |
| 1646 | Mgo One Seven Llc CRD 283087 | Beachwood, OH | Wealth Manager · Mid-sized ($1B–$10B) | $7.7B | 16,335 | 26,700 | 264 | 04/22/2026 | ☆ |
| 1647 | Disruptive Technology Advisers Llc CRD 164828 | Dallas, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $7.7B | 28 | 28 | 16 | 08/17/2026 | ☆ |
| 1648 | Corsair Capital Llc CRD 137887 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $7.7B | 64 | 62 | 52 | 04/30/2026 | ☆ |
| 1649 | N CRD 10641 | Wealth Manager · Mid-sized ($1B–$10B) | $7.7B | 17,888 | 25,442 | 692 | 07/15/2025 | ☆ | |
| 1650 | Fiduciary Trust International, Llc CRD 124062 | Lincoln, MA | Multi-Family Office · Mid-sized ($1B–$10B) | $7.7B | 76 | 483 | 50 | 12/22/2025 | ☆ |