AUMdb

Investment advisers

44,991 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1651 Hbk Sorce Advisory Llc CRD 112139 Erie, PA Wealth Manager · Mid-sized ($1B–$10B) $7.7B 7,824 21,190 109 02/17/2026 ☆
1652 N CRD 163215 Private Fund Manager · Mid-sized ($1B–$10B) $7.6B 25 25 39 03/29/2025 ☆
1653 Stamos Capital Partners, L.P. CRD 134660 Menlo Park, CA Investment Adviser · Mid-sized ($1B–$10B) $7.6B 39 17 31 03/24/2026 ☆
1654 Aldrich Wealth, Limited Partnership CRD 147200 Lake Oswego, OR Wealth Manager · Mid-sized ($1B–$10B) $7.6B 782 2,477 42 03/05/2026 ☆
1655 Mcmorgan & Company Llc CRD 115060 San Francisco, CA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $7.6B 223 221 26 09/16/2026 ☆
1656 Facet Wealth, Inc CRD 285961 West Palm Beach, FL Wealth Manager · Mid-sized ($1B–$10B) $7.6B 14,741 43,934 238 07/31/2026 ☆
1657 Mgg Investment Group Lp CRD 174126 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.6B 47 47 45 03/30/2026 ☆
1658 Belpointe Asset Management Llc CRD 143440 Reno, NV Wealth Manager · Mid-sized ($1B–$10B) $7.6B 7,604 18,990 236 05/13/2026 ☆
1659 Signature Financial Management Inc CRD 106375 Norfolk, VA Multi-Family Office · Mid-sized ($1B–$10B) $7.6B 229 1,606 36 03/30/2026 ☆
1660 Avantax Planning Partners, Inc. CRD 106237 Dubuque, IA Insurance-Affiliated · Mid-sized ($1B–$10B) $7.6B 8,370 13,797 261 06/18/2026 ☆
1661 Llr Management Holdco, L.P. CRD 323438 Philadelphia, PA Private Fund Manager · Mid-sized ($1B–$10B) $7.6B 19 19 116 03/31/2026 ☆
1662 Dsm Capital Partners Llc CRD 113609 Palm Beach Gardens, FL Investment Adviser · Mid-sized ($1B–$10B) $7.6B 2,465 2,466 25 05/29/2026 ☆
1663 Bailard, Inc. CRD 110550 Foster City, CA Wealth Manager · Mid-sized ($1B–$10B) $7.6B 1,137 2,825 83 09/17/2026 ☆
1664 Ite Management L.P. CRD 277037 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.6B 13 13 85 09/01/2026 ☆
1665 Highbridge Capital Management, Llc CRD 134776 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.6B 16 16 60 03/31/2026 ☆
1666 Qic Us Investment Services Inc CRD 161705 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.5B 21 21 30 06/09/2026 ☆
1667 Sessa Capital Im, L.P. CRD 166403 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.5B 5 5 13 03/31/2026 ☆
1668 Carnegie Capital Asset Management, Llc CRD 150488 Pepper Pike, OH Wealth Manager · Mid-sized ($1B–$10B) $7.5B 3,281 8,541 69 07/09/2026 ☆
1669 59 North Capital Management, Lp CRD 300258 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $7.5B 3 4 9 03/31/2026 ☆
1670 Jmg Financial Group Ltd CRD 110302 Downers Grove, IL Wealth Manager · Mid-sized ($1B–$10B) $7.5B 1,789 7,164 103 03/23/2026 ☆
1671 Osterweis Capital Management Llc CRD 109580 San Francisco, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $7.5B 358 362 666 03/31/2026 ☆
1672 Water Street Healthcare Partners, Llc CRD 156694 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $7.5B 16 16 42 03/30/2026 ☆
1673 Lombard Odier Asset Management (Usa) Corp CRD 153582 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.5B 27 27 64 03/31/2026 ☆
1674 Chicago Partners Investment Group Llc CRD 147662 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $7.5B 2,764 9,147 73 03/18/2026 ☆
1675 Hays Financial Group, Llc CRD 306877 Minneapolis, MN Insurance-Affiliated · Mid-sized ($1B–$10B) $7.5B 572 687 12 03/25/2026 ☆
1676 Homestead Advisers Corp. CRD 109845 Arlington, VA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $7.5B 8 19 40 06/29/2026 ☆
1677 Hudson Housing Capital Llc CRD 161240 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.4B 105 105 89 03/25/2026 ☆
1678 Westcap Management, Llc CRD 301822 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $7.4B 48 48 73 03/31/2026 ☆
1679 Morant Wright Management Limited CRD 138189 London Private Fund Manager · Mid-sized ($1B–$10B) $7.4B 11 11 12 11/11/2025 ☆
1680 Capital Advisors, Inc. CRD 104643 Tulsa, OK Wealth Manager · Mid-sized ($1B–$10B) $7.4B 3,311 7,827 69 03/16/2026 ☆
1681 Gramercy Funds Management Llc CRD 152209 West Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $7.4B 41 51 75 03/31/2026 ☆
1682 Xn Lp CRD 308156 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.4B 19 19 34 03/31/2026 ☆
1683 Jll Partners, Llc CRD 285186 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.4B 35 42 36 03/31/2026 ☆
1684 Washington Capital Management Inc CRD 105253 Seattle, WA Private Fund Manager · Mid-sized ($1B–$10B) $7.4B 75 251 79 06/11/2026 ☆
1685 Eventide Asset Management, Llc CRD 147110 Boston, MA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $7.4B 38 38 69 03/27/2026 ☆
1686 Lyrical Asset Management Lp CRD 148267 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $7.4B 391 391 30 03/10/2026 ☆
1687 Retirement And Wealth At Alliant, Llc CRD 167970 Wayne, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $7.4B 222 248 30 07/30/2026 ☆
1688 First National Advisers, Llc CRD 277146 Omaha, NE Investment Adviser · Mid-sized ($1B–$10B) $7.4B 1,145 3,823 35 06/16/2026 ☆
1689 Surgocap Partners Lp CRD 323078 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.4B 4 4 28 06/26/2026 ☆
1690 Mariner Platform Solutions, Llc CRD 305418 Overland Park, KS Wealth Manager · Mid-sized ($1B–$10B) $7.3B 4,307 14,426 161 08/13/2026 ☆
1691 Spectrum Equity Management, Inc. CRD 160619 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $7.3B 32 32 80 03/30/2026 ☆
1692 N CRD 110909 Investment Adviser · Mid-sized ($1B–$10B) $7.3B 5,672 5,672 4 10/02/2025 ☆
1693 Carval Clo Management Llc CRD 298135 Minneapolis, MN Private Fund Manager · Mid-sized ($1B–$10B) $7.3B 17 17 1 03/30/2026 ☆
1694 Arbour Lane Capital Management Lp CRD 298198 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $7.3B 15 15 30 03/31/2026 ☆
1695 Dimension Capital Management Llc CRD 109380 Coral Gables, FL Private Fund Manager · Mid-sized ($1B–$10B) $7.3B 564 570 50 03/30/2026 ☆
1696 Cercano Management Llc CRD 315897 Bellevue, WA Private Fund Manager · Mid-sized ($1B–$10B) $7.3B 33 48 62 09/08/2026 ☆
1697 Badgley Phelps Wealth Managers, Llc CRD 315440 Seattle, WA Wealth Manager · Mid-sized ($1B–$10B) $7.3B 1,356 3,486 45 03/31/2026 ☆
1698 Peak Rock Capital Llc CRD 165138 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $7.3B 29 29 55 03/31/2026 ☆
1699 Pacific Heights Asset Management, Llc CRD 124365 San Francisco, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $7.3B 5 4 10 02/17/2026 ☆
1700 Angeles Investment Advisors, Llc. CRD 110213 Santa Monica, CA Private Fund Manager · Mid-sized ($1B–$10B) $7.3B 61 61 28 07/30/2026 ☆