AUMdb

Investment advisers

44,482 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2301 Gsv Equity Holdings, Llc CRD 322865 Knoxville, TN Private Fund Manager · Mid-sized ($1B–$10B) $4.6B 15 15 44 03/16/2026 ☆
2302 Tenex Capital Management, L.P. CRD 157077 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.6B 12 12 35 03/31/2026 ☆
2303 Corvex Management Lp CRD 158197 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.6B 10 10 16 03/30/2026 ☆
2304 Qhp Capital, L.P. CRD 311710 Raleigh, NC Private Fund Manager · Mid-sized ($1B–$10B) $4.6B 15 15 25 03/30/2026 ☆
2305 Wharton Business Group, Llc CRD 133722 Malvern, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $4.6B 119 337 5 08/01/2026 ☆
2306 Zevenbergen Capital Investments Llc CRD 128990 Edmonds, WA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.6B 334 339 24 03/27/2026 ☆
2307 Thompson Street Capital Manager Llc CRD 156679 St. Louis, MO Private Fund Manager · Mid-sized ($1B–$10B) $4.6B 10 10 43 03/31/2026 ☆
2308 Waud Capital Partners, Llc CRD 160632 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $4.6B 24 26 65 03/31/2026 ☆
2309 Dwight Securities Management Llc CRD 174984 Sunny Isles Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $4.6B 11 8 41 04/22/2026 ☆
2310 Brown Capital Management, Llc CRD 105633 Baltimore, MD Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.5B 33 33 37 07/13/2026 ☆
2311 Conifer Management, Llc CRD 283492 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 6 6 29 03/31/2026 ☆
2312 Franklin Street Advisors, Inc. CRD 106275 Chapel Hill, NC Multi-Family Office · Mid-sized ($1B–$10B) $4.5B 413 1,652 40 05/22/2026 ☆
2313 Johnson Financial Group Llc CRD 125101 Denver, CO Multi-Family Office · Mid-sized ($1B–$10B) $4.5B 164 1,745 62 05/04/2026 ☆
2314 Hawk Ridge Capital Management Lp CRD 163818 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 5 5 23 03/31/2026 ☆
2315 N CRD 113400 Wealth Manager · Mid-sized ($1B–$10B) $4.5B 567 2,463 91 10/01/2025 ☆
2316 Signalfire Management Services, Llc CRD 194512 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 52 52 50 03/30/2026 ☆
2317 H/2 Credit Manager Lp CRD 133693 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 6 6 18 03/31/2026 ☆
2318 Innovation X Advisors, Llc CRD 322292 Rockville, MD Insurance-Affiliated · Mid-sized ($1B–$10B) $4.5B 19 19 4 03/31/2026 ☆
2319 Cwa Asset Management Group, Llc CRD 158940 Naples, FL Insurance-Affiliated · Mid-sized ($1B–$10B) $4.5B 1,976 5,041 67 07/16/2026 ☆
2320 Spire Wealth Management, Llc CRD 113908 Mclean, VA Wealth Manager · Mid-sized ($1B–$10B) $4.5B 6,379 15,272 145 06/30/2026 ☆
2321 Agtb Fund Manager, Llc CRD 318665 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $4.5B 1 1 239 03/27/2026 ☆
2322 Goelzer Investment Management, Inc. CRD 44402 Carmel, IN Investment Adviser · Mid-sized ($1B–$10B) $4.5B 695 1,945 34 07/01/2026 ☆
2323 Oic, L.P. CRD 282499 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 46 46 46 04/01/2026 ☆
2324 Greycroft Lp CRD 162561 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 26 26 54 05/15/2026 ☆
2325 Halseypoint Asset Management, Llc CRD 305194 El Segundo, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 10 10 13 07/20/2026 ☆
2326 Capitolis Advisors Llc CRD 290462 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $4.5B 4 68 04/30/2026 ☆
2327 Venrock Adviser, Llc CRD 169288 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 7 7 11 04/28/2026 ☆
2328 Performa Limited (Us), Llc CRD 154232 Charleston, SC Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 47 168 18 07/22/2026 ☆
2329 Evanston Capital Management, Llc CRD 120338 Evanston, IL Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 10 10 28 03/27/2026 ☆
2330 N CRD 3870 Wealth Manager · Mid-sized ($1B–$10B) $4.5B 21,454 21,454 655 01/13/2025 ☆
2331 Clifford Swan Investment Counsel Llc CRD 108033 Pasadena, CA Wealth Manager · Mid-sized ($1B–$10B) $4.5B 970 2,598 40 02/10/2026 ☆
2332 Brighton Park Capital Management, L.P. CRD 304261 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 14 14 56 03/31/2026 ☆
2333 Connecticut Wealth Management, Llc CRD 154310 Farmington, CT Wealth Manager · Mid-sized ($1B–$10B) $4.5B 1,517 5,287 74 05/08/2026 ☆
2334 Elementum Advisors, Llc CRD 151635 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 17 27 39 03/26/2026 ☆
2335 Alpinvest Private Equity Investment Management, Llc CRD 322058 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.5B 2 2 290 02/10/2026 ☆
2336 Paradigm Biocapital Advisors Lp CRD 312544 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 4 4 11 05/27/2026 ☆
2337 Cx Institutional, Llc CRD 292627 Auburn, IN Wealth Manager · Mid-sized ($1B–$10B) $4.5B 4,560 13,723 130 03/28/2026 ☆
2338 Luminarx Capital Management Lp CRD 327065 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 35 35 27 05/01/2026 ☆
2339 Banner Oak Capital Partners, Lp CRD 284367 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 9 9 9 03/26/2026 ☆
2340 Bluespruce Investments, Lp CRD 167311 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $4.5B 2 7 10 07/29/2026 ☆
2341 Bienville Capital Management, Llc CRD 149320 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $4.5B 90 1,191 27 03/10/2026 ☆
2342 Valley Forge Capital Management, Lp CRD 162953 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $4.4B 4 4 9 03/30/2026 ☆
2343 Provenance Wealth Advisors, Llc CRD 126529 Fort Lauderdale, FL Insurance-Affiliated · Mid-sized ($1B–$10B) $4.4B 3,342 4,358 52 01/09/2026 ☆
2344 Applied Finance Capital Management, Llc CRD 226755 San Juan, PR Investment Adviser · Mid-sized ($1B–$10B) $4.4B 19 3,390 3 03/30/2026 ☆
2345 Beacon Investment Advisory Services, Inc. CRD 226547 Morristown, NJ Wealth Manager · Mid-sized ($1B–$10B) $4.4B 2,939 2,939 51 07/27/2026 ☆
2346 Skyknight Capital, L.P. CRD 281570 Burlingame, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.4B 21 21 31 03/31/2026 ☆
2347 Bertram Capital Management Llc CRD 156920 Foster City, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.4B 9 9 46 06/01/2026 ☆
2348 Blue Owl Digital Infrastructure Trust Advisors Llc CRD 337770 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $4.4B 2 2 130 03/31/2026 ☆
2349 N CRD 167999 Private Fund Manager · Mid-sized ($1B–$10B) $4.4B 12 12 11 03/31/2025 ☆
2350 Ninepoint Partners Lp CRD 289068 Toronto, Ontario Private Fund Manager · Mid-sized ($1B–$10B) $4.4B 44 44 95 03/30/2026 ☆