AUMdb

Investment advisers

45,544 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1801 Confluence Investment Management Llc CRD 146019 Saint Louis, MO Wealth Manager · Mid-sized ($1B–$10B) $6.7B 14,862 14,862 55 03/25/2026 ☆
1802 Trg Management Lp CRD 138083 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 43 48 102 03/31/2026 ☆
1803 Trutino Capital Management, Llc CRD 281980 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 5 5 7 02/27/2026 ☆
1804 Leeds Equity Advisors Llc CRD 161956 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 40 40 37 07/17/2026 ☆
1805 Monroe Capital Bdc Advisors, Llc CRD 165657 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $6.7B 3 3 101 03/27/2026 ☆
1806 N CRD 109515 Investment Adviser · Mid-sized ($1B–$10B) $6.7B 531 1,097 44 03/21/2025 ☆
1807 Revelstoke Capital Management Llc CRD 173859 Denver, CO Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 27 27 52 06/15/2026 ☆
1808 North Of South Capital Llp CRD 300917 London Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 18 18 14 03/30/2026 ☆
1809 Bc Partners Advisors L.P. CRD 288495 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 17 17 120 09/29/2026 ☆
1810 Ladenburg Thalmann Asset Management Inc CRD 108604 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $6.7B 3,154 3,153 30 09/01/2026 ☆
1811 Aspen Grove Capital, Llc CRD 158166 Avon, CO Multi-Family Office · Mid-sized ($1B–$10B) $6.7B 42 3,287 22 09/14/2026 ☆
1812 Vestgen Advisors, Llc CRD 318657 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $6.7B 22,790 22,790 165 10/30/2026 ☆
1813 Avista Capital Holdings, L.P. CRD 160750 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 18 18 24 03/26/2026 ☆
1814 Quantbot Technologies, Lp CRD 170824 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 9 9 87 03/20/2026 ☆
1815 Nxt Capital Investment Advisers, Llc CRD 160569 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 22 22 242 10/20/2026 ☆
1816 Dorsal Capital Management, Lp CRD 160224 Redwood City, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 9 9 16 09/09/2026 ☆
1817 Prospect Capital Management L.P. CRD 131018 West Palm Beach, FL Investment Adviser · Mid-sized ($1B–$10B) $6.6B 4 4 143 08/21/2026 ☆
1818 Matthews International Capital Management, Llc CRD 106054 San Francisco, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.6B 38 38 83 07/29/2026 ☆
1819 Cortec Group Management Services, Llc CRD 161429 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 12 12 30 03/27/2026 ☆
1820 Southpoint Capital Advisors Lp CRD 161754 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 2 2 17 03/31/2026 ☆
1821 Qcam Currency Asset Management CRD 170341 Zug Investment Adviser · Mid-sized ($1B–$10B) $6.6B 9 9 10 03/30/2026 ☆
1822 Greycourt Llc CRD 111936 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $6.6B 44 44 37 08/04/2026 ☆
1823 G Squared Equity Management Lp CRD 289285 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 16 16 42 03/30/2026 ☆
1824 Turn/River Management, L.P. CRD 165897 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 20 20 99 03/30/2026 ☆
1825 Coronation Investment Management International (Pty) Ltd CRD 281225 Claremont, Cape Town Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 9 9 23 12/12/2025 ☆
1826 Bernhard Capital Partners Management, Lp CRD 168155 Baton Rouge, LA Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 23 23 42 03/30/2026 ☆
1827 T. Rowe Price (Canada) Inc. CRD 107290 Baltimore, MD Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 27 32 11 07/01/2026 ☆
1828 Level Four Advisory Services, Llc CRD 134086 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $6.5B 15,720 15,720 136 09/11/2026 ☆
1829 K2/D&S Management Co., L.L.C. CRD 123826 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 72 72 30 09/16/2026 ☆
1830 Ccm Partners, Lp CRD 104720 Denver, CO Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.5B 1,500 1,500 48 08/03/2026 ☆
1831 Sendero Wealth Management, Llc CRD 145594 San Antonio, TX Wealth Manager · Mid-sized ($1B–$10B) $6.5B 369 1,948 41 03/26/2026 ☆
1832 Omnicap Group Llc CRD 133387 El Segundo, CA Investment Adviser · Mid-sized ($1B–$10B) $6.5B 6 297 15 04/30/2026 ☆
1833 Foxhaven Asset Management, Lp CRD 168872 Charlottesville, VA Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 5 5 10 03/27/2026 ☆
1834 Osaic Institutions, Inc. CRD 35371 Meriden, CT Insurance-Affiliated · Mid-sized ($1B–$10B) $6.5B 16,312 11,892 1,839 10/06/2026 ☆
1835 Kornitzer Capital Management, Inc. CRD 111087 Mission, KS Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.5B 2,008 5,080 41 06/25/2026 ☆
1836 Highvista Private Capital Management Llc CRD 139068 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 63 71 80 10/22/2026 ☆
1837 Jensen Investment Management Inc CRD 105281 Lake Oswego, OR Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.5B 411 937 36 03/30/2026 ☆
1838 Greenspring Advisors, Llc CRD 132669 Towson, MD Wealth Manager · Mid-sized ($1B–$10B) $6.5B 1,837 7,119 66 10/09/2026 ☆
1839 Avior Wealth Management, Llc CRD 148674 Omaha, NE Insurance-Affiliated · Mid-sized ($1B–$10B) $6.5B 4,894 4,894 170 10/08/2026 ☆
1840 Level Equity Management, Llc CRD 160016 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 18 18 52 03/31/2026 ☆
1841 Douglass Winthrop Advisors Llc CRD 108680 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $6.5B 1,327 2,385 34 03/24/2026 ☆
1842 Arnhold Llc CRD 290117 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 91 106 13 03/25/2026 ☆
1843 Nassau Global Credit Llc CRD 287937 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 26 27 16 10/06/2026 ☆
1844 Nwf Advisory Services Inc CRD 110410 Los Angeles, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $6.4B 11,433 18,868 111 03/31/2026 ☆
1845 Certares Management Llc CRD 296928 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 21 21 36 10/01/2026 ☆
1846 Tetragon Partners L.P. CRD 156040 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 47 48 122 10/19/2026 ☆
1847 Truepoint, Inc. CRD 105664 Cincinnati, OH Wealth Manager · Mid-sized ($1B–$10B) $6.4B 1,934 9,643 103 08/31/2026 ☆
1848 Org Portfolio Management Llc CRD 130198 Beachwood, OH Investment Adviser · Mid-sized ($1B–$10B) $6.4B 10 22 22 03/30/2026 ☆
1849 Glenview Capital Management, Llc CRD 137640 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 5 5 49 09/15/2026 ☆
1850 Txre Advisers, Llc CRD 160388 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 21 21 84 05/06/2026 ☆