Investment advisers
45,009 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 2051 | 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 | ☆ |
| 2052 | Silver Rock Financial Lp CRD 283335 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.4B | 28 | 33 | 31 | 03/31/2026 | ☆ |
| 2053 | Cornell Capital Llc CRD 226779 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.4B | 20 | 20 | 26 | 03/27/2026 | ☆ |
| 2054 | Ashoka Whiteoak Capital Pte. Ltd. CRD 299712 | Samsung Hub | Private Fund Manager · Mid-sized ($1B–$10B) | $5.4B | 8 | 13 | 23 | 08/14/2026 | ☆ |
| 2055 | N CRD 42132 | Wealth Manager · Mid-sized ($1B–$10B) | $5.4B | 23,170 | 29,354 | 791 | 08/04/2025 | ☆ | |
| 2056 | Cohen & Steers Uk Limited CRD 142150 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $5.4B | 69 | 82 | 21 | 03/30/2026 | ☆ |
| 2057 | Sofinnova Investments, Inc. CRD 160297 | Menlo Park, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.4B | 20 | 20 | 41 | 03/27/2026 | ☆ |
| 2058 | Tci Wealth Advisors, Inc. CRD 107373 | Tucson, AZ | Wealth Manager · Mid-sized ($1B–$10B) | $5.4B | 3,268 | 11,863 | 72 | 08/27/2026 | ☆ |
| 2059 | 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 | ☆ |
| 2060 | Western Wealth Management Llc CRD 283545 | Golden, CO | Wealth Manager · Mid-sized ($1B–$10B) | $5.4B | 11,253 | 19,273 | 98 | 06/09/2026 | ☆ |
| 2061 | Cove Hill Partners, L.P. CRD 288684 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.4B | 11 | 11 | 46 | 03/27/2026 | ☆ |
| 2062 | Mantle Ridge Lp CRD 284653 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 13 | 13 | 15 | 05/08/2026 | ☆ |
| 2063 | Aliya Capital Partners Llc CRD 305988 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 217 | 217 | 18 | 08/24/2026 | ☆ |
| 2064 | Mackenzie Investments Europe Limited CRD 284912 | Dublin 4 | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 9 | 10 | 12 | 03/30/2026 | ☆ |
| 2065 | David Vaughan Investments, Llc CRD 105990 | Peoria, IL | Wealth Manager · Mid-sized ($1B–$10B) | $5.3B | 1,240 | 4,288 | 48 | 07/20/2026 | ☆ |
| 2066 | Arena Capital Advisors Llc CRD 170313 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 40 | 40 | 26 | 05/14/2026 | ☆ |
| 2067 | Polus Capital Management Limited CRD 139138 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 17 | 17 | 85 | 03/31/2026 | ☆ |
| 2068 | Family Manage Llc CRD 104951 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $5.3B | 761 | 3,080 | 23 | 04/10/2026 | ☆ |
| 2069 | 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 | ☆ |
| 2070 | N CRD 159506 | Wealth Manager · Mid-sized ($1B–$10B) | $5.3B | 14,293 | 14,293 | 12 | 11/18/2025 | ☆ | |
| 2071 | Flexstone Partners, Llc CRD 147353 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 26 | 26 | 28 | 03/30/2026 | ☆ |
| 2072 | Pictet North America Advisors Sa CRD 142512 | Geneva 73 | Wealth Manager · Mid-sized ($1B–$10B) | $5.3B | 800 | 800 | 18 | 08/28/2026 | ☆ |
| 2073 | Pamlico Capital Management, Lp CRD 157532 | Charlotte, NC | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 7 | 7 | 41 | 03/27/2026 | ☆ |
| 2074 | Bip Wealth, Llc CRD 143208 | Atlanta, GA | Wealth Manager · Mid-sized ($1B–$10B) | $5.3B | 3,146 | 17,391 | 88 | 06/22/2026 | ☆ |
| 2075 | 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 | ☆ |
| 2076 | 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 | ☆ |
| 2077 | Constitution Capital Equity Partners Lp CRD 147248 | Andover, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 33 | 33 | 67 | 05/21/2026 | ☆ |
| 2078 | Denham Capital Management Lp CRD 156605 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 12 | 12 | 29 | 03/31/2026 | ☆ |
| 2079 | Alumina Investment Management, Llc CRD 164273 | Charlotte, NC | Investment Adviser · Mid-sized ($1B–$10B) | $5.3B | 1 | 2 | 03/27/2026 | ☆ | |
| 2080 | Mhr Fund Management Llc CRD 157212 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 13 | 13 | 21 | 03/31/2026 | ☆ |
| 2081 | Zais Group Llc CRD 108371 | Holmdel, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 30 | 40 | 46 | 06/04/2026 | ☆ |
| 2082 | Dextra Advisors Llc CRD 321820 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.3B | 14 | 14 | 19 | 07/23/2026 | ☆ |
| 2083 | Value Partners Hong Kong Limited CRD 157477 | Hong Kong | Private Fund Manager · Mid-sized ($1B–$10B) | $5.2B | 28 | 28 | 104 | 03/17/2026 | ☆ |
| 2084 | Venture Visionary Partners Llc CRD 304237 | Sylvania, OH | Wealth Manager · Mid-sized ($1B–$10B) | $5.2B | 2,810 | 6,711 | 46 | 09/04/2026 | ☆ |
| 2085 | 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 | ☆ |
| 2086 | Zimmer Partners, Lp CRD 165684 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.2B | 16 | 16 | 32 | 04/06/2026 | ☆ |
| 2087 | Stockman Wealth Management, Inc. CRD 122166 | Billings, MT | Investment Adviser · Mid-sized ($1B–$10B) | $5.2B | 1,532 | 3,098 | 30 | 07/20/2026 | ☆ |
| 2088 | 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 | ☆ |
| 2089 | Forest Investment Associates L.P. CRD 110163 | Atlanta, GA | Investment Adviser · Mid-sized ($1B–$10B) | $5.2B | 16 | 20 | 55 | 04/02/2026 | ☆ |
| 2090 | Standard Investments Llc CRD 160843 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.2B | 14 | 14 | 37 | 03/13/2026 | ☆ |
| 2091 | Hc Capital Partners, Llc CRD 160737 | West Conshohocken, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.2B | 29 | 29 | 0 | 03/31/2026 | ☆ |
| 2092 | Linscomb Wealth, Inc. CRD 106779 | Houston, TX | Wealth Manager · Mid-sized ($1B–$10B) | $5.2B | 1,665 | 4,783 | 46 | 02/27/2026 | ☆ |
| 2093 | Lovell Minnick Partners Llc CRD 156494 | Radnor, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.2B | 38 | 38 | 33 | 05/06/2026 | ☆ |
| 2094 | Skye Global Management Lp CRD 283493 | West Palm Beach, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $5.2B | 3 | 4 | 7 | 03/18/2026 | ☆ |
| 2095 | Twin Bridge Capital Partners, Llc CRD 160403 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $5.2B | 13 | 13 | 22 | 03/25/2026 | ☆ |
| 2096 | Gentrust, Llc CRD 158369 | Miami, FL | Multi-Family Office · Mid-sized ($1B–$10B) | $5.2B | 277 | 1,527 | 40 | 03/26/2026 | ☆ |
| 2097 | Davidson Investment Advisors, Inc. CRD 110552 | Great Falls, MT | Wealth Manager · Mid-sized ($1B–$10B) | $5.2B | 4,407 | 4,407 | 31 | 12/15/2025 | ☆ |
| 2098 | Profund Advisors Llc CRD 109585 | Bethesda, MD | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $5.2B | 118 | 118 | 98 | 03/26/2026 | ☆ |
| 2099 | Krilogy Financial Llc CRD 149046 | St. Louis, MO | Wealth Manager · Mid-sized ($1B–$10B) | $5.2B | 3,204 | 11,114 | 103 | 03/31/2026 | ☆ |
| 2100 | Paine Schwartz Partners, Llc CRD 157551 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.2B | 18 | 18 | 43 | 03/30/2026 | ☆ |