AUMdb

Investment advisers

45,544 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1751 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 ☆
1752 Cannell & Spears Llc CRD 142633 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $7.0B 2,549 2,577 40 03/30/2026 ☆
1753 Galvanize Climate Solutions Llc CRD 316994 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 18 19 73 07/14/2026 ☆
1754 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 ☆
1755 Trust Advisors, Inc. CRD 157508 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 12 1,590 76 10/19/2026 ☆
1756 Medley Partners Management Llc CRD 289836 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $7.0B 18 18 15 05/18/2026 ☆
1757 Hosking Partners Llp CRD 173527 London Institutional / Pension Advisor · Mid-sized ($1B–$10B) $7.0B 8 8 28 04/28/2026 ☆
1758 Oceansound Partners, Lp CRD 300935 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 27 27 35 10/26/2026 ☆
1759 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 ☆
1760 Algebris Investments (Us) Inc. CRD 169236 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 5 5 4 03/23/2026 ☆
1761 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 ☆
1762 Northside Capital Management Llc CRD 107784 Hood River, OR Multi-Family Office · Mid-sized ($1B–$10B) $6.9B 60 757 17 03/30/2026 ☆
1763 Dakota Wealth, Llc CRD 297987 Palm Beach Gardens, FL Wealth Manager · Mid-sized ($1B–$10B) $6.9B 3,764 11,161 91 11/04/2026 ☆
1764 Conestoga Capital Advisors, Llc CRD 111750 Wayne, PA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.9B 233 233 18 03/09/2026 ☆
1765 Smith Shellnut Wilson Llc CRD 106235 Ridgeland, MS Investment Adviser · Mid-sized ($1B–$10B) $6.9B 380 880 16 09/09/2026 ☆
1766 Stellex Capital Management Llc CRD 174278 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 20 20 45 03/31/2026 ☆
1767 Merewether Investment Management, Lp CRD 293711 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 9 9 25 06/30/2026 ☆
1768 Pgim Custom Harvest Llc CRD 290235 Newark, NJ Wealth Manager · Mid-sized ($1B–$10B) $6.9B 8,702 8,702 68 07/17/2026 ☆
1769 Pgim Dc Solutions Llc CRD 318800 Newark, NJ Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 4 40 66 05/22/2026 ☆
1770 Gmt Capital Corp. CRD 160404 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 6 6 19 03/17/2026 ☆
1771 Naya Capital Management Uk Limited CRD 166159 London Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 8 11 24 09/16/2026 ☆
1772 Abacus Capital Group Llc CRD 157243 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 6 6 33 03/30/2026 ☆
1773 Harbor Investment Advisory, Llc CRD 151085 Lutherville, MD Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $6.9B 3,540 3,540 35 09/01/2026 ☆
1774 Prowell Financial Management, Llc CRD 281762 Exton, PA Multi-Family Office · Mid-sized ($1B–$10B) $6.9B 74 404 4 09/28/2026 ☆
1775 Provident Trust Company CRD 110118 Waukesha, WI Trust Company · Mid-sized ($1B–$10B) $6.9B 1,037 1,037 12 04/08/2026 ☆
1776 Prysm Capital, L.P. CRD 304961 Princeton, NJ Private Fund Manager · Mid-sized ($1B–$10B) $6.9B 21 21 14 03/30/2026 ☆
1777 Smartleaf Asset Management Llc CRD 172273 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $6.9B 26 18,475 18 03/18/2026 ☆
1778 Fisher Retirement Solutions Llc CRD 331205 Carrollton, TX Institutional / Pension Advisor · Mid-sized ($1B–$10B) $6.8B 1,848 1,848 159 10/01/2026 ☆
1779 Imperial Fund Asset Management Llc CRD 317525 Fort Lauderdale, FL Insurance-Affiliated · Mid-sized ($1B–$10B) $6.8B 91 89 12 09/03/2026 ☆
1780 Tilden Park Capital Management Lp CRD 161836 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 9 9 37 06/30/2026 ☆
1781 Thrivent Advisor Network, Llc CRD 304569 Minneapolis, MN Insurance-Affiliated · Mid-sized ($1B–$10B) $6.8B 14,732 25,415 119 10/09/2026 ☆
1782 Lmcg Investments, Llc CRD 149936 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $6.8B 968 1,965 46 04/09/2026 ☆
1783 Silver Rock Capital Partners Lp CRD 318007 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 20 20 15 03/11/2026 ☆
1784 Atom Investors Lp CRD 296819 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 7 7 24 07/27/2026 ☆
1785 First Sentier Investors (Australia) Re Ltd CRD 175193 Barangaroo, Nsw Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 25 25 55 05/12/2026 ☆
1786 Focus Financial Network, Inc. CRD 116140 Minneapolis, MN Insurance-Affiliated · Mid-sized ($1B–$10B) $6.8B 13,684 27,510 189 10/01/2026 ☆
1787 Glazer Capital, Llc. CRD 136932 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 4 4 45 03/24/2026 ☆
1788 Atairos Management, L.P. CRD 281947 Bryn Mawr, PA Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 2 3 31 07/21/2026 ☆
1789 Ara Advisers, Llc CRD 298845 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 41 41 95 03/31/2026 ☆
1790 N CRD 131195 Investment Adviser · Mid-sized ($1B–$10B) $6.8B 13,288 31,647 40 06/09/2025 ☆
1791 Lead Edge Capital Management, Llc CRD 241795 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 14 14 68 04/09/2026 ☆
1792 Laurion Capital Management Lp CRD 161278 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.8B 3 3 59 03/27/2026 ☆
1793 Signature Investment Advisors, Llc CRD 160715 Los Angeles, CA Wealth Manager · Mid-sized ($1B–$10B) $6.8B 7,530 7,533 21 08/17/2026 ☆
1794 Stafford Capital Partners Limited CRD 168133 London Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 29 32 43 03/27/2026 ☆
1795 Discovery Capital Management, Llc CRD 161263 South Norwalk, CT Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 15 15 36 03/31/2026 ☆
1796 Wedbush Securities Inc. CRD 877 Pasadena, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $6.7B 10,833 10,833 288 10/26/2026 ☆
1797 Manulife Investment Management Timberland And Agriculture Inc CRD 109641 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 20 27 660 03/31/2026 ☆
1798 Bivium Capital Partners, Llc CRD 134529 San Francisco, CA Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $6.7B 33 33 16 05/01/2026 ☆
1799 Shamrock Capital Advisors, Llc CRD 153100 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 25 25 60 06/03/2026 ☆
1800 The Bollard Group Llc CRD 155317 Boston, MA Multi-Family Office · Mid-sized ($1B–$10B) $6.7B 24 490 29 07/15/2026 ☆