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 |
|---|---|---|---|---|---|---|---|---|---|
| 2251 | Ppb Advisors, Llc CRD 152303 | West Conshohocken, PA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.8B | 119 | 119 | 42 | 10/21/2026 | ☆ |
| 2252 | Mesarete Capital Llp CRD 314600 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 8 | 8 | 27 | 06/09/2026 | ☆ |
| 2253 | Bc Advisors, Llc CRD 142982 | Mt. Laurel, NJ | Multi-Family Office · Mid-sized ($1B–$10B) | $4.7B | 102 | 102 | 7 | 03/26/2026 | ☆ |
| 2254 | Axiom Alternative Investments Sarl CRD 282155 | Paris | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 20 | 20 | 23 | 03/31/2026 | ☆ |
| 2255 | Symmetry Partners, Llc. CRD 120982 | Glastonbury, CT | Wealth Manager · Mid-sized ($1B–$10B) | $4.7B | 8,909 | 11,419 | 52 | 09/29/2026 | ☆ |
| 2256 | Jfs Wealth Advisors, Llc CRD 145051 | Hermitage, PA | Wealth Manager · Mid-sized ($1B–$10B) | $4.7B | 2,340 | 6,981 | 89 | 08/27/2026 | ☆ |
| 2257 | Kinetic Partners Management, Lp CRD 318097 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 10 | 10 | 15 | 03/31/2026 | ☆ |
| 2258 | Washington Harbour Partners Lp CRD 309915 | Arlington, VA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 76 | 76 | 12 | 07/28/2026 | ☆ |
| 2259 | Armistice Capital Llc CRD 168978 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 3 | 3 | 30 | 03/31/2026 | ☆ |
| 2260 | Investcorp Investment Solutions Llc CRD 314925 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $4.7B | 1 | 6 | 09/28/2026 | ☆ | |
| 2261 | Acasta Partners Us Llc CRD 335005 | Boca Raton, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 3 | 4 | 4 | 02/12/2026 | ☆ |
| 2262 | Maritime Partners, Llc CRD 300186 | Metairie, LA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 7 | 7 | 41 | 08/21/2026 | ☆ |
| 2263 | N CRD 133417 | Investment Adviser · Mid-sized ($1B–$10B) | $4.7B | 167 | 167 | 5 | 01/26/2026 | ☆ | |
| 2264 | Redmile Group, Llc CRD 143606 | Larkspur, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 26 | 26 | 30 | 08/28/2026 | ☆ |
| 2265 | Klingenstein, Fields & Co., L.P. CRD 105907 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $4.7B | 1,309 | 1,309 | 39 | 10/31/2026 | ☆ |
| 2266 | Kotak Mahindra Asset Management (Singapore) Pte. Ltd. CRD 286032 | Singapore | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 10 | 15 | 9 | 06/30/2026 | ☆ |
| 2267 | Menlo Equities V Llc CRD 162139 | Menlo Park, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 12 | 9 | 52 | 05/12/2026 | ☆ |
| 2268 | Pacific Financial Group,Llc CRD 143041 | Nashville, TN | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.7B | 17 | 17 | 20 | 03/31/2026 | ☆ |
| 2269 | Mcf Advisors, Llc CRD 130372 | Lexington, KY | Insurance-Affiliated · Mid-sized ($1B–$10B) | $4.7B | 3,539 | 7,540 | 55 | 10/23/2026 | ☆ |
| 2270 | Yaupon Capital Management Lp CRD 298556 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 7 | 7 | 20 | 03/31/2026 | ☆ |
| 2271 | Clearwater Management Co., Inc. CRD 105307 | St Paul, MN | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.7B | 13 | 13 | 1 | 03/17/2026 | ☆ |
| 2272 | Route One Investment Company, L.P. CRD 156398 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 4 | 4 | 20 | 03/25/2026 | ☆ |
| 2273 | N CRD 173347 | Multi-Family Office · Mid-sized ($1B–$10B) | $4.7B | 281 | 1,511 | 35 | 06/13/2025 | ☆ | |
| 2274 | Bragg Financial Advisors Inc CRD 108780 | Charlotte, NC | Wealth Manager · Mid-sized ($1B–$10B) | $4.7B | 1,613 | 1,613 | 39 | 09/17/2026 | ☆ |
| 2275 | Shelter Growth Capital Partners Llc CRD 170685 | Stamford, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 40 | 40 | 49 | 07/13/2026 | ☆ |
| 2276 | Acre Manager, Llc CRD 311363 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.7B | 24 | 24 | 34 | 10/06/2026 | ☆ |
| 2277 | Clearwater Advisors, Llc CRD 116865 | Boise, ID | Investment Adviser · Mid-sized ($1B–$10B) | $4.7B | 32 | 84 | 9 | 05/07/2026 | ☆ |
| 2278 | Diversify Advisory Services, Llc CRD 326060 | South Jordan, UT | Wealth Manager · Mid-sized ($1B–$10B) | $4.6B | 5,322 | 12,951 | 206 | 09/18/2026 | ☆ |
| 2279 | N CRD 135950 | Wealth Manager · Mid-sized ($1B–$10B) | $4.6B | 815 | 818 | 69 | 10/20/2025 | ☆ | |
| 2280 | N CRD 310648 | Wealth Manager · Mid-sized ($1B–$10B) | $4.6B | 965 | 3,600 | 31 | 03/19/2026 | ☆ | |
| 2281 | Forza Investment Group, Lp CRD 329156 | Summit, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $4.6B | 14 | 14 | 17 | 08/17/2026 | ☆ |
| 2282 | Capital Asset Advisory Services, Llc. CRD 110929 | Williamston, MI | Wealth Manager · Mid-sized ($1B–$10B) | $4.6B | 5,614 | 18,187 | 136 | 03/26/2026 | ☆ |
| 2283 | Heritage Investors Management Corp CRD 110420 | Bethesda, MD | Wealth Manager · Mid-sized ($1B–$10B) | $4.6B | 762 | 1,465 | 22 | 10/30/2026 | ☆ |
| 2284 | Clean Energy Transition Llp CRD 315409 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.6B | 9 | 9 | 14 | 06/24/2026 | ☆ |
| 2285 | C Bridge Capital Llc CRD 308376 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.6B | 4 | 5 | 8 | 05/11/2026 | ☆ |
| 2286 | Verdence Capital Advisors, Llc CRD 288512 | Hunt Valley, MD | Wealth Manager · Mid-sized ($1B–$10B) | $4.6B | 1,876 | 7,802 | 52 | 05/22/2026 | ☆ |
| 2287 | Caxton Associates (Usa) Llc CRD 132823 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.6B | 9 | 9 | 25 | 09/18/2026 | ☆ |
| 2288 | Bowen, Hanes & Co Inc CRD 105153 | Ponte Vedra Beach, FL | Investment Adviser · Mid-sized ($1B–$10B) | $4.6B | 114 | 208 | 10 | 02/17/2026 | ☆ |
| 2289 | Summit Partners Public Asset Management, Llc CRD 175100 | Boston, MA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.6B | 13 | 14 | 22 | 08/20/2026 | ☆ |
| 2290 | Pantheon Ventures (Uk) Llp CRD 161631 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.6B | 24 | 24 | 406 | 07/13/2026 | ☆ |
| 2291 | Ancora Advisors Llc CRD 124674 | Mayfield Heights, OH | Investment Adviser · Mid-sized ($1B–$10B) | $4.6B | 307 | 307 | 46 | 03/31/2026 | ☆ |
| 2292 | N CRD 139897 | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.6B | 15 | 15 | 12 | 02/07/2025 | ☆ | |
| 2293 | Templeton Investment Counsel, Llc CRD 111370 | Ft. Lauderdale, FL | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.6B | 507 | 521 | 31 | 09/16/2026 | ☆ |
| 2294 | Seven Bridges Advisors Llc CRD 158722 | New York, NY | Wealth Manager · Mid-sized ($1B–$10B) | $4.6B | 171 | 171 | 23 | 06/23/2026 | ☆ |
| 2295 | Haussmann 1864 Capital Management Llc CRD 332278 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $4.6B | 12 | 12 | 5 | 03/31/2026 | ☆ |
| 2296 | Fundstrat Capital Llc CRD 332163 | New York, NY | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.6B | 3 | 3 | 3 | 03/10/2026 | ☆ |
| 2297 | Stable Asset Management Lp CRD 309966 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $4.6B | 15 | 15 | 21 | 06/25/2026 | ☆ |
| 2298 | Btc Capital Management, Inc. CRD 127158 | Des Moines, IA | Investment Adviser · Mid-sized ($1B–$10B) | $4.6B | 80 | 2,199 | 17 | 03/23/2026 | ☆ |
| 2299 | 1932 Investment Management, Llc CRD 337619 | Newark, NJ | Investment Adviser · Mid-sized ($1B–$10B) | $4.6B | 5 | 7 | 6 | 11/06/2026 | ☆ |
| 2300 | Globeflex Capital Lp CRD 106417 | San Diego, CA | Investment Adviser · Mid-sized ($1B–$10B) | $4.6B | 23 | 31 | 26 | 03/24/2026 | ☆ |