AUMdb

Investment advisers

45,544 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2001 Dunham & Associates Investment Counsel, Inc. CRD 13162 San Diego, CA Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $5.6B 13,155 13,155 43 07/15/2026 ☆
2002 Texas Yale Capital Corp. CRD 126992 St. Petersburg, FL Multi-Family Office · Mid-sized ($1B–$10B) $5.6B 118 118 7 08/28/2026 ☆
2003 Qic Investments No. 1 Pty Ltd CRD 160732 Brisbane Queensland Private Fund Manager · Mid-sized ($1B–$10B) $5.6B 16 19 45 09/28/2026 ☆
2004 Alesco Advisors, Llc, An Esl Company CRD 339091 Pittsford, NY Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $5.6B 639 1,777 26 10/23/2026 ☆
2005 Donald Smith & Co., Inc. CRD 104947 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $5.6B 22 33 11 03/19/2026 ☆
2006 Geneva Capital Management Llc CRD 105432 Milwaukee, WI Investment Adviser · Mid-sized ($1B–$10B) $5.6B 4,049 4,049 20 03/25/2026 ☆
2007 Pentegra Investors, Inc. CRD 111503 Shelton, CT Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.6B 250 250 13 05/22/2026 ☆
2008 Allegheny Financial Group CRD 104690 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $5.6B 3,971 14,030 103 10/23/2026 ☆
2009 Planpilot, Llc CRD 160319 Chicago, IL Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.6B 172 29 15 02/10/2026 ☆
2010 Stratos Wealth Advisors Llc CRD 283816 Beachwood, OH Wealth Manager · Mid-sized ($1B–$10B) $5.6B 5,023 12,896 170 10/16/2026 ☆
2011 Sullivan Realty Capital, Llc CRD 158988 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.6B 10 10 76 03/31/2026 ☆
2012 Antarctica Investment Advisors, Llc CRD 284659 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $5.6B 36 36 32 06/10/2026 ☆
2013 Alphapoint, Inc. CRD 130115 Corona Del Mar, CA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.6B 115 115 1 03/31/2026 ☆
2014 Balentine Llc CRD 152511 Atlanta, GA Multi-Family Office · Mid-sized ($1B–$10B) $5.5B 464 3,447 61 11/02/2026 ☆
2015 Green Court Capital Management Limited CRD 286091 Central, Hong Kong Investment Adviser · Mid-sized ($1B–$10B) $5.5B 12 14 39 03/25/2026 ☆
2016 Vintage Ventures Advisors Ltd. CRD 172435 Herzliya Pituach Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 51 51 64 04/03/2026 ☆
2017 Aikya Investment Management Limited CRD 310490 London Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 10 10 9 10/01/2026 ☆
2018 Integrated Advisors Network Llc CRD 171991 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $5.5B 7,612 12,957 86 10/26/2026 ☆
2019 Wainwright Investment Counsel Llc CRD 108711 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $5.5B 214 214 17 09/15/2026 ☆
2020 Smead Capital Management, Inc. CRD 143567 Phoenix, AZ Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.5B 185 185 18 03/30/2026 ☆
2021 71 West Capital Partners, Llc CRD 338756 Boston, MA Multi-Family Office · Mid-sized ($1B–$10B) $5.5B 173 173 10 06/18/2026 ☆
2022 Crescent Grove Advisors, Llc CRD 170912 Lake Forest, IL Multi-Family Office · Mid-sized ($1B–$10B) $5.5B 382 382 34 03/26/2026 ☆
2023 Sierra Investment Partners, Inc. CRD 110954 Walnut Creek, CA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.5B 120 120 9 03/31/2026 ☆
2024 Tuttle Capital Management, Llc CRD 164937 Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.5B 81 81 21 10/27/2026 ☆
2025 Stacey Braun Associates Inc CRD 105056 New York, NY Insurance-Affiliated · Mid-sized ($1B–$10B) $5.5B 1,091 1,091 17 03/19/2026 ☆
2026 Waldron Private Wealth, Llc CRD 131063 Bridgeville, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $5.5B 517 4,014 70 10/01/2026 ☆
2027 Cqs (Us), Llc CRD 147329 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 15 15 16 07/31/2026 ☆
2028 Procourse Fiduciary Advisors, Llc CRD 164328 Carmel, IN Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.5B 193 303 11 03/23/2026 ☆
2029 Frontier Asset Management, Llc CRD 109910 Sheridan, WY Investment Adviser · Mid-sized ($1B–$10B) $5.5B 3,240 3,272 42 08/27/2026 ☆
2030 Lowe, Brockenbrough & Company, Inc. CRD 105142 Richmond, VA Investment Adviser · Mid-sized ($1B–$10B) $5.5B 568 568 31 05/13/2026 ☆
2031 Integrum Holdings Lp CRD 314678 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 12 12 25 05/27/2026 ☆
2032 Disciplined Growth Investors Inc CRD 106746 Minneapolis, MN Investment Adviser · Mid-sized ($1B–$10B) $5.5B 137 144 21 03/27/2026 ☆
2033 Larson Financial Group, Llc CRD 140599 Saint Louis, MO Insurance-Affiliated · Mid-sized ($1B–$10B) $5.5B 4,961 25,926 131 03/13/2026 ☆
2034 Lime Rock Management Lp CRD 157127 Westport, CT Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 23 23 198 03/30/2026 ☆
2035 Bansk Group Llc CRD 312320 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 20 20 25 03/31/2026 ☆
2036 Calamos Wealth Management Llc CRD 143490 Naperville, IL Wealth Manager · Mid-sized ($1B–$10B) $5.5B 4,308 4,308 51 07/23/2026 ☆
2037 Vestal Point Capital, Lp CRD 325894 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 3 4 11 03/31/2026 ☆
2038 Monomoy Capital Management, L.P. CRD 160759 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 20 20 77 09/22/2026 ☆
2039 Polaris Capital Management, Llc CRD 106278 Boston, MA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.5B 24 24 18 01/30/2026 ☆
2040 Altos Ventures Management, Inc. CRD 162777 Burlingame, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 59 59 41 10/22/2026 ☆
2041 Palestra Capital Management Llc CRD 160535 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 6 6 21 03/31/2026 ☆
2042 Sentry Management Inc CRD 107379 Wichita Falls, TX Investment Adviser · Mid-sized ($1B–$10B) $5.4B 88 88 5 03/18/2026 ☆
2043 Stwd Investment Management, Llc CRD 288615 Miami Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 9 9 139 03/04/2026 ☆
2044 Aquatic Capital Management Llc CRD 307291 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 4 4 91 06/30/2026 ☆
2045 Motive Capital Management, Llc CRD 285341 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 39 39 103 05/28/2026 ☆
2046 Pension Consultants Inc CRD 113914 Springfield, MO Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.4B 88 155 16 10/01/2026 ☆
2047 True North Advisors, Llc CRD 116048 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $5.4B 1,068 5,298 89 10/30/2026 ☆
2048 Integrity Alliance, Llc CRD 139627 West Des Moines, IA Insurance-Affiliated · Mid-sized ($1B–$10B) $5.4B 10,885 20,448 400 11/03/2026 ☆
2049 Stockbridge Partners Llc CRD 160674 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 2 3 20 05/28/2026 ☆
2050 Tailwind Management Lp CRD 156562 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 22 22 29 03/31/2026 ☆