Investment advisers
44,482 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 | Msr Capital Partners, Llc CRD 318983 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 10 | 10 | 13 | 06/22/2026 | ☆ |
| 2152 | Wellspring Capital Advisors, Llc CRD 132698 | Investment Adviser · Mid-sized ($1B–$10B) | $5.0B | 14 | 14 | 2 | 04/09/2026 | ☆ | |
| 2153 | Riverbridge Partners Llc CRD 108074 | Minneapolis, MN | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 3,656 | 3,656 | 46 | 03/13/2026 | ☆ |
| 2154 | Coastal Bridge Advisors, Llc CRD 152569 | Westport, CT | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 1,997 | 11,505 | 46 | 07/22/2026 | ☆ |
| 2155 | Kennedy Capital Management Llc CRD 105834 | St Louis, MO | Investment Adviser · Mid-sized ($1B–$10B) | $5.0B | 213 | 213 | 43 | 05/21/2026 | ☆ |
| 2156 | Kirkoswald Capital Management Limited CRD 139217 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 17 | 17 | 10 | 04/30/2026 | ☆ |
| 2157 | N CRD 112360 | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 1,170 | 3,056 | 49 | 03/05/2025 | ☆ | |
| 2158 | Finepoint Capital Lp CRD 170668 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 2 | 2 | 23 | 03/24/2026 | ☆ |
| 2159 | N CRD 152776 | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $5.0B | 63 | 63 | 8 | 03/31/2025 | ☆ | |
| 2160 | Rockbridge Capital, Llc CRD 161078 | Columbus, OH | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 23 | 23 | 125 | 07/08/2026 | ☆ |
| 2161 | Stifel Independent Advisors, Llc CRD 28218 | St Louis, MO | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 7,902 | 12,216 | 198 | 03/02/2026 | ☆ |
| 2162 | Savvy Advisors, Inc. CRD 318493 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 4,613 | 14,645 | 170 | 03/31/2026 | ☆ |
| 2163 | Graham Partners, Llc CRD 157049 | Newtown Square, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 31 | 31 | 96 | 07/03/2026 | ☆ |
| 2164 | Fiera Capital (Uk) Limited CRD 137637 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 6 | 6 | 60 | 06/04/2026 | ☆ |
| 2165 | Braidwell Lp CRD 316988 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 12 | 12 | 32 | 03/31/2026 | ☆ |
| 2166 | Meridian Wealth Management, Llc CRD 151523 | Lexington, KY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 5,533 | 12,298 | 67 | 03/31/2026 | ☆ |
| 2167 | Gulf International Bank (Uk) Limited CRD 281609 | London | Bank · Mid-sized ($1B–$10B) | $5.0B | 6 | 9 | 117 | 03/25/2026 | ☆ |
| 2168 | Advance Capital Management Inc CRD 110767 | Southfield, MI | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 7,365 | 14,835 | 62 | 03/26/2026 | ☆ |
| 2169 | Jv Management Llc CRD 313398 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 49 | 49 | 25 | 05/06/2026 | ☆ |
| 2170 | Atalanta Sosnoff Capital, Llc CRD 104880 | New York, NY | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $5.0B | 186 | 186 | 37 | 03/31/2026 | ☆ |
| 2171 | Hound Partners, Llc CRD 155551 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 10 | 10 | 28 | 07/15/2026 | ☆ |
| 2172 | 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 | ☆ |
| 2173 | Avenue Capital Management Ii, L.P. CRD 111845 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 35 | 35 | 183 | 05/05/2026 | ☆ |
| 2174 | Empyrean Capital Partners, Lp CRD 138978 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 4 | 4 | 31 | 03/30/2026 | ☆ |
| 2175 | Northcoast Asset Management Llc CRD 282241 | Stamford, CT | Wealth Manager · Mid-sized ($1B–$10B) | $5.0B | 4,486 | 7,122 | 45 | 07/30/2026 | ☆ |
| 2176 | 20 Gates Management Llc CRD 155480 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $5.0B | 6 | 6 | 10 | 03/31/2026 | ☆ |
| 2177 | Maseco Llp CRD 147686 | London | Insurance-Affiliated · Mid-sized ($1B–$10B) | $5.0B | 3,510 | 5,421 | 129 | 07/31/2026 | ☆ |
| 2178 | Southstate Private Capital Management Llc CRD 165306 | Columbia, SC | Investment Adviser · Mid-sized ($1B–$10B) | $5.0B | 712 | 1,583 | 38 | 07/01/2026 | ☆ |
| 2179 | Destination Wealth Management CRD 110365 | Walnut Creek, CA | Wealth Manager · Mid-sized ($1B–$10B) | $4.9B | 2,299 | 6,129 | 68 | 07/14/2026 | ☆ |
| 2180 | Vittoria And Partners Llp CRD 325562 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 16 | 16 | 15 | 06/29/2026 | ☆ |
| 2181 | Impactassets Capital Partners Pb Llc CRD 317840 | Bethesda, MD | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $4.9B | 1 | 7 | 15 | 06/26/2026 | ☆ |
| 2182 | Kkr Credit Advisors (Singapore) Pte. Ltd. CRD 309194 | Singapore | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 11 | 11 | 16 | 03/31/2026 | ☆ |
| 2183 | Mc Credit Partners Lp CRD 167929 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 18 | 18 | 37 | 05/12/2026 | ☆ |
| 2184 | Hamilton Capital, Llc CRD 109116 | Columbus, OH | Wealth Manager · Mid-sized ($1B–$10B) | $4.9B | 2,963 | 9,562 | 90 | 04/21/2026 | ☆ |
| 2185 | Cornerstone Wealth Management, Llc CRD 164666 | Des Peres, MO | Insurance-Affiliated · Mid-sized ($1B–$10B) | $4.9B | 12,691 | 20,602 | 103 | 05/04/2026 | ☆ |
| 2186 | Fiduciaryvest, Llc CRD 134351 | Atlanta, GA | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $4.9B | 37 | 61 | 10 | 03/24/2026 | ☆ |
| 2187 | Neuberger Berman Loan Advisers Llc CRD 285579 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 13 | 13 | 3 | 03/31/2026 | ☆ |
| 2188 | Texas Yale Capital Corp. CRD 126992 | St. Petersburg, FL | Multi-Family Office · Mid-sized ($1B–$10B) | $4.9B | 117 | 115 | 7 | 05/07/2026 | ☆ |
| 2189 | Senator Investment Group Lp CRD 160935 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 9 | 9 | 26 | 03/26/2026 | ☆ |
| 2190 | Agf Investments Llc CRD 153781 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 22 | 15 | 33 | 06/26/2026 | ☆ |
| 2191 | Stash Investments Llc CRD 226550 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $4.9B | 1,138,270 | 1,758,044 | 124 | 07/10/2026 | ☆ |
| 2192 | Granger Management Llc CRD 168096 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $4.9B | 15 | 16 | 12 | 03/12/2026 | ☆ |
| 2193 | Gsa Capital Partners Llp CRD 138805 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 9 | 9 | 153 | 06/29/2026 | ☆ |
| 2194 | Advantage Advisers Multi Manager, L.L.C. CRD 108178 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.9B | 2 | 2 | 18 | 05/01/2026 | ☆ |
| 2195 | Swiss Re Insurance Linked Strategies Inc. CRD 318811 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 5 | 5 | 21 | 06/26/2026 | ☆ |
| 2196 | G10 Llc CRD 322876 | Hunt Valley, MD | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 138 | 179 | 49 | 07/08/2026 | ☆ |
| 2197 | Private Management Group Inc CRD 104707 | Irvine, CA | Wealth Manager · Mid-sized ($1B–$10B) | $4.9B | 3,594 | 7,132 | 21 | 07/31/2026 | ☆ |
| 2198 | Edgestream Partners, L.P. CRD 166338 | Princeton, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 3 | 3 | 40 | 03/30/2026 | ☆ |
| 2199 | Ghisallo Capital Management Llc CRD 309856 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 6 | 6 | 39 | 06/10/2026 | ☆ |
| 2200 | J. Goldman & Co., L.P. CRD 157465 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.9B | 8 | 8 | 112 | 03/30/2026 | ☆ |