AUMdb

Investment advisers

45,544 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2051 Fenimore Asset Management, Inc. CRD 110946 Cobleskill, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.4B 682 1,192 43 01/02/2026 ☆
2052 Wellington Funds (Us) Llc CRD 288313 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 16 16 2 07/09/2026 ☆
2053 Sands Capital Alternatives, Llc CRD 155517 Arlington, VA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 34 37 182 07/28/2026 ☆
2054 Quadrant Capital Group Llc CRD 147253 Cincinnati, OH Multi-Family Office · Mid-sized ($1B–$10B) $5.4B 417 2,095 26 07/30/2026 ☆
2055 Hq Capital Private Equity Llc CRD 134231 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 50 50 78 03/31/2026 ☆
2056 First Sentier Infrastructure Managers (International) Limited CRD 283669 George Town, Grand Cayman Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 11 11 48 09/21/2026 ☆
2057 Bain Capital Insurance Solutions, Lp CRD 305575 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 13 13 48 03/31/2026 ☆
2058 Quiet Capital Management, Llc CRD 287484 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 62 62 39 04/29/2026 ☆
2059 Blackstone Alternative Investment Advisors Llc CRD 165782 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.4B 1 1 304 08/04/2026 ☆
2060 Silver Rock Financial Lp CRD 283335 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 28 33 31 10/26/2026 ☆
2061 Cornell Capital Llc CRD 226779 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 20 20 26 03/27/2026 ☆
2062 Ashoka Whiteoak Capital Pte. Ltd. CRD 299712 Samsung Hub Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 8 13 23 08/14/2026 ☆
2063 N CRD 42132 Wealth Manager · Mid-sized ($1B–$10B) $5.4B 23,170 29,354 791 08/04/2025 ☆
2064 Cohen & Steers Uk Limited CRD 142150 London Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 69 82 21 03/30/2026 ☆
2065 Sofinnova Investments, Inc. CRD 160297 Menlo Park, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 20 20 41 03/27/2026 ☆
2066 Tci Wealth Advisors, Inc. CRD 107373 Tucson, AZ Wealth Manager · Mid-sized ($1B–$10B) $5.4B 3,268 11,863 72 08/27/2026 ☆
2067 Frost Investment Advisors, Llc CRD 146148 San Antonio, TX Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.4B 9 10 31 03/24/2026 ☆
2068 Western Wealth Management Llc CRD 283545 Golden, CO Wealth Manager · Mid-sized ($1B–$10B) $5.4B 11,253 19,273 98 11/06/2026 ☆
2069 Cove Hill Partners, L.P. CRD 288684 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 11 11 46 03/27/2026 ☆
2070 Mantle Ridge Lp CRD 284653 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 13 13 15 05/08/2026 ☆
2071 Aliya Capital Partners Llc CRD 305988 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 217 217 18 08/24/2026 ☆
2072 Mackenzie Investments Europe Limited CRD 284912 Dublin 4 Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 9 10 12 03/30/2026 ☆
2073 David Vaughan Investments, Llc CRD 105990 Peoria, IL Wealth Manager · Mid-sized ($1B–$10B) $5.3B 1,240 4,288 48 07/20/2026 ☆
2074 Arena Capital Advisors Llc CRD 170313 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 40 40 26 05/14/2026 ☆
2075 Polus Capital Management Limited CRD 139138 London Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 17 17 85 10/14/2026 ☆
2076 Family Manage Llc CRD 104951 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $5.3B 761 3,080 23 04/10/2026 ☆
2077 Mainstay Capital Management, Llc CRD 109528 Grand Blanc, MI Wealth Manager · Mid-sized ($1B–$10B) $5.3B 3,454 3,460 33 07/15/2026 ☆
2078 N CRD 159506 Wealth Manager · Mid-sized ($1B–$10B) $5.3B 14,293 14,293 12 11/18/2025 ☆
2079 Pictet North America Advisors Sa CRD 142512 Geneva 73 Wealth Manager · Mid-sized ($1B–$10B) $5.3B 800 800 18 08/28/2026 ☆
2080 Pamlico Capital Management, Lp CRD 157532 Charlotte, NC Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 7 7 41 03/27/2026 ☆
2081 Bip Wealth, Llc CRD 143208 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $5.3B 3,146 17,391 88 09/25/2026 ☆
2082 Alera Investment Advisors, Llc CRD 287906 Deerfield, IL Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.3B 2,466 4,077 107 03/30/2026 ☆
2083 Rehmann Capital Advisory Group, Llc CRD 123047 Lansing, MI Wealth Manager · Mid-sized ($1B–$10B) $5.3B 2,549 6,020 39 09/02/2026 ☆
2084 Constitution Capital Equity Partners Lp CRD 147248 Andover, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 33 33 67 05/21/2026 ☆
2085 Denham Capital Management Lp CRD 156605 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 12 12 29 03/31/2026 ☆
2086 Alumina Investment Management, Llc CRD 164273 Charlotte, NC Investment Adviser · Mid-sized ($1B–$10B) $5.3B 1 2 03/27/2026 ☆
2087 Mhr Fund Management Llc CRD 157212 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 13 13 21 03/31/2026 ☆
2088 Zais Group Llc CRD 108371 Holmdel, NJ Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 30 40 46 06/04/2026 ☆
2089 Dextra Advisors Llc CRD 321820 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 14 14 19 09/29/2026 ☆
2090 Caledonia (Private) Investments Pty Limited CRD 161331 Sydney Private Fund Manager · Mid-sized ($1B–$10B) $5.3B 42 42 26 11/03/2026 ☆
2091 Value Partners Hong Kong Limited CRD 157477 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $5.2B 28 28 104 03/17/2026 ☆
2092 Venture Visionary Partners Llc CRD 304237 Sylvania, OH Wealth Manager · Mid-sized ($1B–$10B) $5.2B 2,810 6,711 46 09/04/2026 ☆
2093 Glendon Capital Management L.P. CRD 166119 Santa Monica, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.2B 4 4 19 03/30/2026 ☆
2094 Zimmer Partners, Lp CRD 165684 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.2B 16 16 32 04/06/2026 ☆
2095 Stockman Wealth Management, Inc. CRD 122166 Billings, MT Investment Adviser · Mid-sized ($1B–$10B) $5.2B 1,532 3,098 30 07/20/2026 ☆
2096 Spruce House Investment Management Llc CRD 163427 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.2B 3 4 9 03/31/2026 ☆
2097 Forest Investment Associates L.P. CRD 110163 Atlanta, GA Investment Adviser · Mid-sized ($1B–$10B) $5.2B 16 20 55 04/02/2026 ☆
2098 Standard Investments Llc CRD 160843 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.2B 14 14 37 10/16/2026 ☆
2099 Hc Capital Partners, Llc CRD 160737 West Conshohocken, PA Private Fund Manager · Mid-sized ($1B–$10B) $5.2B 29 29 0 03/31/2026 ☆
2100 Linscomb Wealth, Inc. CRD 106779 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $5.2B 1,665 4,783 46 02/27/2026 ☆