AUMdb

Investment advisers

44,482 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1701 Riverstone Investment Group Llc CRD 130849 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.2B 21 21 27 03/30/2026 ☆
1702 Turim 21 Investimentos Ltda CRD 286618 Rio De Janeiro, Rj Wealth Manager · Mid-sized ($1B–$10B) $7.2B 539 544 124 07/27/2026 ☆
1703 Bondbloxx Investment Management Corporation CRD 317318 Larkspur, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $7.2B 27 27 32 03/26/2026 ☆
1704 N CRD 286094 Private Fund Manager · Mid-sized ($1B–$10B) $7.2B 16 16 34 11/13/2025 ☆
1705 Bls Capital Fondsmaeglerselskab A/S CRD 170746 Klampenborg Investment Adviser · Mid-sized ($1B–$10B) $7.2B 6 16 24 05/19/2026 ☆
1706 Ppc Investment Partners Lp CRD 291331 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $7.2B 9 9 50 07/28/2026 ☆
1707 A&M Capital Advisors, Lp CRD 163576 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $7.2B 14 17 86 06/25/2026 ☆
1708 Evergreen Capital Management Llc CRD 104931 Bellevue, WA Wealth Manager · Mid-sized ($1B–$10B) $7.2B 1,157 3,404 37 03/26/2026 ☆
1709 Bdt & Msd Bdc Management, Llc CRD 330624 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $7.2B 1 1 498 03/30/2026 ☆
1710 Springs Capital (Hong Kong) Limited CRD 168321 Hong Kong Investment Adviser · Mid-sized ($1B–$10B) $7.2B 16 16 17 06/05/2026 ☆
1711 Silversmith Management, L.P. CRD 281620 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $7.2B 24 24 38 03/31/2026 ☆
1712 Sachem Head Capital Management Lp CRD 167173 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.2B 6 6 17 03/17/2026 ☆
1713 Brown Brothers Harriman & Co. CRD 111231 New York, NY Bank · Mid-sized ($1B–$10B) $7.2B 7 7 48 03/30/2026 ☆
1714 Grove Street Advisors, Llc CRD 111497 Newton, MA Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 42 45 35 05/12/2026 ☆
1715 Cassaday & Co Wealth Management Llc CRD 317672 Mclean, VA Insurance-Affiliated · Mid-sized ($1B–$10B) $7.1B 3,267 3,267 97 03/09/2026 ☆
1716 Tweedy, Browne Company Llc CRD 6857 Stamford, CT Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $7.1B 222 222 39 06/29/2026 ☆
1717 Prairie Capital Management Group, Llc CRD 311623 Kansas City, MO Investment Adviser · Mid-sized ($1B–$10B) $7.1B 531 1,732 47 03/31/2026 ☆
1718 Miller Investment Management, Lp CRD 108380 West Conshohocken, PA Multi-Family Office · Mid-sized ($1B–$10B) $7.1B 183 308 18 03/31/2026 ☆
1719 Daemon Investment And Asset Management, Llc CRD 285629 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 5 5 3 03/30/2026 ☆
1720 Black Creek Investment Management Inc. CRD 161344 Toronto Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 27 27 28 01/02/2026 ☆
1721 Butterfly Equity Lp CRD 284667 Beverly Hills, CA Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 23 23 36 04/16/2026 ☆
1722 Crestview Advisors, L.L.C. CRD 157488 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 37 37 36 03/31/2026 ☆
1723 Tag Associates Llc CRD 116959 New York, NY Multi-Family Office · Mid-sized ($1B–$10B) $7.1B 90 1,366 71 06/26/2026 ☆
1724 Chicago Pacific Capital, L.P. CRD 172960 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 33 33 46 07/16/2026 ☆
1725 Pyrford International Ltd CRD 105646 London Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 31 31 35 06/30/2026 ☆
1726 John W. Bristol & Co., Inc. CRD 105597 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $7.1B 157 157 18 03/30/2026 ☆
1727 Argo Infrastructure Partners Lp CRD 171246 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 26 26 17 05/08/2026 ☆
1728 Jamestown, L.P. CRD 158207 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 23 23 233 05/01/2026 ☆
1729 Five Point Infrastructure Llc CRD 171158 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $7.1B 12 12 33 04/24/2026 ☆
1730 Glg Llc CRD 138802 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 23 25 29 03/31/2026 ☆
1731 Us Innovative Technology Capital Management, Llc CRD 323370 Moon Township, PA Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 7 7 14 07/15/2026 ☆
1732 Caspian Capital, Lp CRD 155751 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 13 14 29 03/31/2026 ☆
1733 One Madison Group Llc CRD 320876 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $7.0B 5 5 23 03/30/2026 ☆
1734 Campbell Global, Llc CRD 111944 Portland, OR Institutional / Pension Advisor · Mid-sized ($1B–$10B) $7.0B 15 20 144 04/28/2026 ☆
1735 Windrose Health Investors, Llc CRD 160311 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 12 12 22 05/05/2026 ☆
1736 Community Capital Management, Llc CRD 109368 Fort Lauderdale, FL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $7.0B 83 89 39 06/30/2026 ☆
1737 Cannell & Spears Llc CRD 142633 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $7.0B 2,549 2,577 40 03/30/2026 ☆
1738 Galvanize Climate Solutions Llc CRD 316994 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 18 19 73 07/14/2026 ☆
1739 Frazier Life Sciences Management, Lp CRD 317522 Palo Alto, CA Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 8 8 64 03/31/2026 ☆
1740 Trust Advisors, Inc. CRD 157508 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 12 1,590 76 03/26/2026 ☆
1741 Medley Partners Management Llc CRD 289836 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 18 18 15 05/18/2026 ☆
1742 Hosking Partners Llp CRD 173527 London Institutional / Pension Advisor · Mid-sized ($1B–$10B) $7.0B 8 8 28 04/28/2026 ☆
1743 Oceansound Partners, Lp CRD 300935 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 27 27 35 03/31/2026 ☆
1744 Blue Owl Technology Credit Advisors Ii Llc CRD 316821 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $6.9B 2 2 250 03/31/2026 ☆
1745 Algebris Investments (Us) Inc. CRD 169236 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 5 5 4 03/23/2026 ☆
1746 Mesirow Financial Private Equity Advisors, Inc. CRD 112084 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 17 17 19 06/24/2026 ☆
1747 Northside Capital Management Llc CRD 107784 Hood River, OR Multi-Family Office · Mid-sized ($1B–$10B) $6.9B 60 757 17 03/30/2026 ☆
1748 Dakota Wealth, Llc CRD 297987 Palm Beach Gardens, FL Wealth Manager · Mid-sized ($1B–$10B) $6.9B 3,764 11,161 91 03/24/2026 ☆
1749 Conestoga Capital Advisors, Llc CRD 111750 Wayne, PA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.9B 233 233 18 03/09/2026 ☆
1750 Smith Shellnut Wilson Llc CRD 106235 Ridgeland, MS Investment Adviser · Mid-sized ($1B–$10B) $6.9B 380 880 16 07/16/2026 ☆