Investment advisers
45,544 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2151 | Tcg Crossover Management, Llc CRD 311718 | Palo Alto, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.1B | 3 | 3 | 16 | 05/29/2026 | ☆ |
| 2152 | Wellspring Financial Advisors, Llc CRD 143112 | Cleveland, OH | Multi-Family Office · Mid-sized ($1B–$10B) | $5.1B | 148 | 2,051 | 31 | 10/20/2026 | ☆ |
| 2153 | Three Bell Capital Llc CRD 159736 | Dallas, TX | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $5.1B | 628 | 628 | 22 | 06/09/2026 | ☆ |
| 2154 | Newport Group Consulting, Llc CRD 140944 | Lake Mary, FL | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $5.1B | 3,761 | 3,768 | 31 | 10/16/2026 | ☆ |
| 2155 | Maplelane Capital, Llc CRD 159894 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 5 | 5 | 16 | 04/27/2026 | ☆ |
| 2156 | Orix Advisers, Llc CRD 307580 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $5.0B | 1 | 7 | 372 | 10/22/2026 | ☆ |
| 2157 | Daymark Wealth Partners, Llc CRD 320878 | Cincinnati, OH | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 2,107 | 7,405 | 40 | 10/02/2026 | ☆ |
| 2158 | The Prosperity Consulting Group, Llc CRD 133777 | Owings Mills, MD | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 2,412 | 7,473 | 82 | 08/28/2026 | ☆ |
| 2159 | N CRD 159573 | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 14 | 14 | 82 | 10/30/2025 | ☆ | |
| 2160 | Luxor Capital Group, Lp CRD 138253 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 37 | 37 | 39 | 08/25/2026 | ☆ |
| 2161 | Tfo Family Office Partners, Llc CRD 159440 | Phoenix, AZ | Multi-Family Office · Mid-sized ($1B–$10B) | $5.0B | 306 | 1,939 | 88 | 09/15/2026 | ☆ |
| 2162 | Cain, Watters & Associates, Llc CRD 111521 | Frisco, TX | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 3,397 | 12,138 | 341 | 06/04/2026 | ☆ |
| 2163 | Msr Capital Partners, Llc CRD 318983 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 10 | 10 | 13 | 06/22/2026 | ☆ |
| 2164 | Wellspring Capital Advisors, Llc CRD 132698 | Investment Adviser · Mid-sized ($1B–$10B) | $5.0B | 14 | 14 | 2 | 04/09/2026 | ☆ | |
| 2165 | Riverbridge Partners Llc CRD 108074 | Minneapolis, MN | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 3,656 | 3,656 | 46 | 03/13/2026 | ☆ |
| 2166 | Coastal Bridge Advisors, Llc CRD 152569 | Westport, CT | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 1,997 | 11,505 | 46 | 07/22/2026 | ☆ |
| 2167 | Kennedy Capital Management Llc CRD 105834 | St Louis, MO | Investment Adviser · Mid-sized ($1B–$10B) | $5.0B | 213 | 213 | 43 | 05/21/2026 | ☆ |
| 2168 | Kirkoswald Capital Management Limited CRD 139217 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 17 | 17 | 10 | 04/30/2026 | ☆ |
| 2169 | N CRD 112360 | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 1,170 | 3,056 | 49 | 03/05/2025 | ☆ | |
| 2170 | Finepoint Capital Lp CRD 170668 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 2 | 2 | 23 | 03/24/2026 | ☆ |
| 2171 | N CRD 152776 | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $5.0B | 63 | 63 | 8 | 03/31/2025 | ☆ | |
| 2172 | Rockbridge Capital, Llc CRD 161078 | Columbus, OH | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 23 | 23 | 125 | 07/08/2026 | ☆ |
| 2173 | Stifel Independent Advisors, Llc CRD 28218 | St Louis, MO | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 7,902 | 12,216 | 198 | 09/03/2026 | ☆ |
| 2174 | Savvy Advisors, Inc. CRD 318493 | New York, NY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 4,613 | 14,645 | 170 | 10/16/2026 | ☆ |
| 2175 | Graham Partners, Llc CRD 157049 | Newtown Square, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 31 | 31 | 96 | 07/03/2026 | ☆ |
| 2176 | Fiera Capital (Uk) Limited CRD 137637 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 6 | 6 | 60 | 06/04/2026 | ☆ |
| 2177 | Meridian Wealth Management, Llc CRD 151523 | Lexington, KY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 5,533 | 12,298 | 67 | 11/06/2026 | ☆ |
| 2178 | Advance Capital Management Inc CRD 110767 | Southfield, MI | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 7,365 | 14,835 | 62 | 03/26/2026 | ☆ |
| 2179 | Jv Management Llc CRD 313398 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 49 | 49 | 25 | 05/06/2026 | ☆ |
| 2180 | Atalanta Sosnoff Capital, Llc CRD 104880 | New York, NY | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $5.0B | 186 | 186 | 37 | 11/06/2026 | ☆ |
| 2181 | Hound Partners, Llc CRD 155551 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 10 | 10 | 28 | 07/15/2026 | ☆ |
| 2182 | Slavic Mutual Funds Management Corp. CRD 113833 | Boca Raton, FL | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $5.0B | 655 | 6,754 | 13 | 04/27/2026 | ☆ |
| 2183 | Avenue Capital Management Ii, L.P. CRD 111845 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 35 | 35 | 183 | 08/24/2026 | ☆ |
| 2184 | Empyrean Capital Partners, Lp CRD 138978 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 4 | 4 | 31 | 03/30/2026 | ☆ |
| 2185 | Northcoast Asset Management Llc CRD 282241 | Stamford, CT | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 4,486 | 7,122 | 45 | 07/30/2026 | ☆ |
| 2186 | 20 Gates Management Llc CRD 155480 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 6 | 6 | 10 | 03/31/2026 | ☆ |
| 2187 | Maseco Llp CRD 147686 | London | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 3,510 | 5,421 | 129 | 08/07/2026 | ☆ |
| 2188 | Southstate Private Capital Management Llc CRD 165306 | Columbia, SC | Investment Adviser · Mid-sized ($1B–$10B) | $5.0B | 712 | 1,583 | 38 | 07/01/2026 | ☆ |
| 2189 | Destination Wealth Management CRD 110365 | Walnut Creek, CA | Wealth Manager · Mid-sized ($1B–$10B) | $4.9B | 2,299 | 6,129 | 68 | 10/12/2026 | ☆ |
| 2190 | Vittoria And Partners Llp CRD 325562 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 16 | 16 | 15 | 06/29/2026 | ☆ |
| 2191 | Impactassets Capital Partners Pb Llc CRD 317840 | Bethesda, MD | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $4.9B | 1 | 7 | 15 | 06/26/2026 | ☆ |
| 2192 | Kkr Credit Advisors (Singapore) Pte. Ltd. CRD 309194 | Singapore | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 11 | 11 | 16 | 09/25/2026 | ☆ |
| 2193 | Mc Credit Partners Lp CRD 167929 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 18 | 18 | 37 | 05/12/2026 | ☆ |
| 2194 | Hamilton Capital, Llc CRD 109116 | Columbus, OH | Wealth Manager · Mid-sized ($1B–$10B) | $4.9B | 2,963 | 9,562 | 90 | 10/23/2026 | ☆ |
| 2195 | Cornerstone Wealth Management, Llc CRD 164666 | Des Peres, MO | Insurance-Affiliated · Mid-sized ($1B–$10B) | $4.9B | 12,691 | 20,602 | 103 | 11/05/2026 | ☆ |
| 2196 | Fiduciaryvest, Llc CRD 134351 | Atlanta, GA | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $4.9B | 37 | 61 | 10 | 03/24/2026 | ☆ |
| 2197 | Neuberger Berman Loan Advisers Llc CRD 285579 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 13 | 13 | 3 | 11/03/2026 | ☆ |
| 2198 | Senator Investment Group Lp CRD 160935 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 9 | 9 | 26 | 03/26/2026 | ☆ |
| 2199 | Agf Investments Llc CRD 153781 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 22 | 15 | 33 | 06/26/2026 | ☆ |
| 2200 | Stash Investments Llc CRD 226550 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $4.9B | 1,138,270 | 1,758,044 | 124 | 09/09/2026 | ☆ |