AUMdb

Investment advisers

44,482 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1851 Brinley Partners, Lp CRD 316147 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 12 12 22 07/06/2026 ☆
1852 Advisor Logistics, Llc CRD 292784 Boerne, TX Investment Adviser · Mid-sized ($1B–$10B) $6.3B 16 28,000 6 03/20/2026 ☆
1853 Stelac Advisory Services Llc CRD 145103 New York, NY Multi-Family Office · Mid-sized ($1B–$10B) $6.3B 101 690 21 03/31/2026 ☆
1854 Cross Ocean Partners Management Lp CRD 285340 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 36 36 34 03/31/2026 ☆
1855 Gem Capital, L.P. CRD 157210 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 25 25 69 03/27/2026 ☆
1856 Kovack Advisors, Inc. CRD 140808 Ft. Lauderdale, FL Wealth Manager · Mid-sized ($1B–$10B) $6.3B 13,293 20,493 320 04/27/2026 ☆
1857 Wcg Wealth Advisors, Llc CRD 173194 Las Vegas, NV Wealth Manager · Mid-sized ($1B–$10B) $6.3B 12,940 21,593 131 07/29/2026 ☆
1858 Nppg Plan Professionals, Llc CRD 324646 Shrewsbury, NJ Institutional / Pension Advisor · Mid-sized ($1B–$10B) $6.3B 64 64 2 05/22/2026 ☆
1859 Kimmeridge Energy Management Company, Llc CRD 160432 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 24 28 73 05/06/2026 ☆
1860 J. Safra Asset Management Corporation CRD 131243 New York City, NY Wealth Manager · Mid-sized ($1B–$10B) $6.3B 3,443 3,440 22 03/31/2026 ☆
1861 Creativeone Wealth, Llc CRD 281213 Overland Park, KS Wealth Manager · Mid-sized ($1B–$10B) $6.3B 22,291 35,425 222 05/04/2026 ☆
1862 Pinnacle Asset Management, L.P. CRD 126487 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 27 27 23 07/30/2026 ☆
1863 Glenmede Investment Management, Lp CRD 108165 Philadelphia, PA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.2B 1,025 1,025 41 03/27/2026 ☆
1864 Aurora Capital Partners Management Vi L.P. CRD 304605 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 15 15 29 03/31/2026 ☆
1865 Fairfield Realty Advisors Llc CRD 300633 San Diego, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 15 15 370 03/30/2026 ☆
1866 Brightwood Capital Advisors, Llc CRD 167330 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 40 40 64 06/26/2026 ☆
1867 Dorsal Capital Management, Lp CRD 160224 Redwood City, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 7 7 16 03/30/2026 ☆
1868 Beck, Mack & Oliver Llc CRD 105466 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $6.2B 1,628 1,628 24 03/25/2026 ☆
1869 Shepherd Financial Investment Advisory Llc CRD 288623 Carmel, IN Institutional / Pension Advisor · Mid-sized ($1B–$10B) $6.2B 1,244 3,041 45 03/31/2026 ☆
1870 Bmo Asset Management Corp. CRD 106466 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 16 21 5 07/02/2026 ☆
1871 Todd Asset Management Llc CRD 109473 Louisville, KY Investment Adviser · Mid-sized ($1B–$10B) $6.2B 71 104 18 03/10/2026 ☆
1872 Antares Capital Credit Advisers Llc CRD 328497 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $6.2B 3 3 466 03/31/2026 ☆
1873 Rivernorth Capital Management, Llc CRD 122020 West Palm Beach, FL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.2B 32 32 20 03/31/2026 ☆
1874 Riverwood Capital Management L.P. CRD 158267 Menlo Park, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 14 14 51 03/31/2026 ☆
1875 Tikehau Capital North America Llc CRD 289075 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 34 34 56 07/01/2026 ☆
1876 A Fin Management Llc CRD 315482 Sunny Isles Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 6 6 30 03/22/2026 ☆
1877 Freeman Spogli Management Co., L.P. CRD 156819 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 7 7 35 03/31/2026 ☆
1878 Pennantpark Investment Advisers, Llc CRD 143149 Miami Beach, FL Investment Adviser · Mid-sized ($1B–$10B) $6.2B 15 15 91 03/31/2026 ☆
1879 Lotus Infrastructure Partners, Lp CRD 324015 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $6.2B 28 28 30 03/31/2026 ☆
1880 Primary Wave Ip Investment Management Llc CRD 288266 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 11 11 38 05/06/2026 ☆
1881 Polen Capital Credit, Llc CRD 108468 Waltham, MA Investment Adviser · Mid-sized ($1B–$10B) $6.1B 44 44 46 05/04/2026 ☆
1882 Bell Partners Investment Manager, Llc CRD 329611 Greensboro, NC Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 30 30 69 07/31/2026 ☆
1883 N CRD 111590 Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 9 9 195 07/08/2025 ☆
1884 Vision Ridge Partners, Llc CRD 174836 Boulder, CO Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 9 24 35 05/28/2026 ☆
1885 Bvf Partners L.P. CRD 156149 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 5 7 13 03/31/2026 ☆
1886 Sigma Planning Corporation CRD 110692 Ann Arbor, MI Wealth Manager · Mid-sized ($1B–$10B) $6.1B 30,916 26,433 471 05/07/2026 ☆
1887 Ejf Capital Lp CRD 138854 Arlington, VA Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 140 44 44 04/30/2026 ☆
1888 Lm Capital Group, Llc CRD 120277 San Diego, CA Investment Adviser · Mid-sized ($1B–$10B) $6.1B 36 38 20 03/24/2026 ☆
1889 Vivo Capital Llc CRD 159868 Palo Alto, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 16 16 62 03/31/2026 ☆
1890 Snyder Capital Management Lp CRD 108518 San Francisco, CA Investment Adviser · Mid-sized ($1B–$10B) $6.1B 73 81 17 03/20/2026 ☆
1891 Warren Equity Partners Manager, L.P. CRD 295903 Jacksonville Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 38 38 67 03/30/2026 ☆
1892 Heitman Capital Management Llc CRD 105480 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 29 13 280 03/27/2026 ☆
1893 Carrhae Capital, Llp CRD 161900 London Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 12 12 27 06/01/2026 ☆
1894 Vulcan Value Partners Llc CRD 151190 Birmingham, AL Investment Adviser · Mid-sized ($1B–$10B) $6.1B 157 160 38 05/05/2026 ☆
1895 Carrhae Capital (Difc) Limited CRD 337385 Dubai Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 11 11 8 06/01/2026 ☆
1896 Nicholas Co Inc CRD 108347 Milwaukee, WI Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.1B 12 13 16 01/23/2026 ☆
1897 Dana Investment Advisors Inc CRD 105879 Waukesha, WI Investment Adviser · Mid-sized ($1B–$10B) $6.1B 2,290 3,979 60 03/24/2026 ☆
1898 Neuberger Berman Loan Advisers Iv Llc CRD 324282 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 13 13 3 03/31/2026 ☆
1899 Aperture Investors, Llc CRD 295468 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.1B 20 21 78 03/30/2026 ☆
1900 Energy Income Partners Llc CRD 140799 Westport, CT Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.1B 112 108 21 05/13/2026 ☆