Investment advisers
44,395 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 |
|---|---|---|---|---|---|---|---|---|---|
| 201 | Lmr Partners Llc CRD 292183 | New York, NY | Private Fund Manager · Mega ($100B+) | $140B | 9 | 9 | 106 | 06/15/2026 | ☆ |
| 202 | Franklin Templeton Private Portfolio Group, Llc CRD 142219 | New York, NY | Wealth Manager · Mega ($100B+) | $140B | 179,738 | 179,726 | 15 | 06/29/2026 | ☆ |
| 203 | Verition Fund Management Llc CRD 156610 | Greenwich, CT | Private Fund Manager · Mega ($100B+) | $139B | 5 | 5 | 899 | 03/30/2026 | ☆ |
| 204 | Primecap Management Co CRD 105516 | Pasadena, CA | Mutual Fund / Asset Manager · Mega ($100B+) | $139B | 13 | 18 | 43 | 07/29/2026 | ☆ |
| 205 | Capital Bank And Trust Company CRD 170017 | Irvine, CA | Bank · Mega ($100B+) | $139B | 579 | 579 | 121 | 05/29/2026 | ☆ |
| 206 | Cambridge Investment Research Advisors, Inc. CRD 134139 | Fairfield, IA | Wealth Manager · Mega ($100B+) | $139B | 361,213 | 608,275 | 3,527 | 07/24/2026 | ☆ |
| 207 | Capula Investment Us Lp CRD 157589 | New York, NY | Private Fund Manager · Mega ($100B+) | $137B | 8 | 8 | 80 | 06/08/2026 | ☆ |
| 208 | First Eagle Investment Management, Llc CRD 108260 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $136B | 44 | 44 | 392 | 05/22/2026 | ☆ |
| 209 | Rhumbline Advisers Ltd Partnership CRD 107151 | Boston, MA | Investment Adviser · Mega ($100B+) | $136B | 399 | 826 | 32 | 03/13/2026 | ☆ |
| 210 | Rathbones Investment Management Limited CRD 124925 | Liverpool | Bank · Mega ($100B+) | $135B | 150,885 | 219,634 | 1,715 | 07/14/2026 | ☆ |
| 211 | Goldman Sachs & Co. Llc CRD 361 | New York, NY | Broker-Dealer (Dually Registered) · Mega ($100B+) | $134B | 46,268 | 46,269 | 2,268 | 07/27/2026 | ☆ |
| 212 | Aflac Asset Management Llc CRD 304316 | New York, NY | Investment Adviser · Mega ($100B+) | $133B | 9 | 12 | 110 | 03/31/2026 | ☆ |
| 213 | Brighthouse Investment Advisers, Llc CRD 107312 | Charlotte, NC | Mutual Fund / Asset Manager · Mega ($100B+) | $133B | 5,705 | 5,705 | 29 | 03/27/2026 | ☆ |
| 214 | Blackstone Real Estate Advisors L.P. CRD 142979 | New York, NY | Private Fund Manager · Mega ($100B+) | $131B | 72 | 72 | 547 | 03/30/2026 | ☆ |
| 215 | Income Research + Management CRD 104863 | Boston, MA | Investment Adviser · Mega ($100B+) | $131B | 937 | 1,559 | 218 | 07/01/2026 | ☆ |
| 216 | Ninety One Uk Limited CRD 158310 | London | Private Fund Manager · Mega ($100B+) | $130B | 239 | 239 | 439 | 06/26/2026 | ☆ |
| 217 | Thrivent Financial For Lutherans CRD 115785 | Minneapolis, MN | Investment Adviser · Mega ($100B+) | $129B | 34 | 34 | 4,220 | 06/17/2026 | ☆ |
| 218 | Elliott Investment Management L.P. CRD 307151 | West Palm Beach, FL | Private Fund Manager · Mega ($100B+) | $129B | 48 | 48 | 665 | 07/24/2026 | ☆ |
| 219 | Van Eck Associates Corporation CRD 105080 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $126B | 145 | 145 | 292 | 03/30/2026 | ☆ |
| 220 | Mariner, Llc CRD 140195 | Overland Park, KS | Wealth Manager · Mega ($100B+) | $125B | 55,512 | 186,791 | 1,889 | 07/17/2026 | ☆ |
| 221 | General Atlantic Service Company, L.P. CRD 133536 | New York, NY | Private Fund Manager · Mega ($100B+) | $125B | 651 | 334 | 881 | 03/31/2026 | ☆ |
| 222 | Brown Advisory Llc CRD 110181 | Baltimore, MD | Investment Adviser · Mega ($100B+) | $124B | 4,415 | 26,390 | 782 | 03/31/2026 | ☆ |
| 223 | Gc Opal Advisors Llc CRD 289425 | Chicago, IL | Private Fund Manager · Mega ($100B+) | $124B | 87 | 87 | 1,087 | 06/16/2026 | ☆ |
| 224 | Hartford Investment Management Company CRD 106699 | Hartford, CT | Investment Adviser · Mega ($100B+) | $124B | 80 | 187 | 322 | 03/27/2026 | ☆ |
| 225 | Wealth Enhancement Advisory Services, Llc CRD 116407 | Plymouth, MN | Wealth Manager · Mega ($100B+) | $122B | 85,001 | 221,892 | 1,700 | 07/02/2026 | ☆ |
| 226 | Sanders Capital, Llc CRD 151480 | West Palm Beach, FL | Investment Adviser · Mega ($100B+) | $122B | 101 | 110 | 26 | 07/22/2026 | ☆ |
| 227 | N CRD 107719 | Investment Adviser · Mega ($100B+) | $122B | 19,004 | 252 | 354 | 03/24/2025 | ☆ | |
| 228 | Sammons Financial Group Asset Management, Llc CRD 321109 | West Des Moines, IA | Investment Adviser · Mega ($100B+) | $122B | 9 | 9 | 60 | 03/31/2026 | ☆ |
| 229 | Corebridge Institutional Investments (U.S.), Llc CRD 150088 | Jersey City, NJ | Investment Adviser · Mega ($100B+) | $121B | 41 | 616 | 419 | 07/10/2026 | ☆ |
| 230 | New York Life Investment Management Llc CRD 109591 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $121B | 933 | 939 | 364 | 03/30/2026 | ☆ |
| 231 | Lazard Asset Management Llc CRD 122836 | New York, NY | Investment Adviser · Mega ($100B+) | $121B | 5,110 | 5,110 | 532 | 03/30/2026 | ☆ |
| 232 | Silver Lake Technology Management, Llc CRD 161206 | Menlo Park, CA | Private Fund Manager · Mega ($100B+) | $118B | 38 | 38 | 227 | 05/08/2026 | ☆ |
| 233 | Iconiq Capital, Llc CRD 159198 | San Francisco, CA | Private Fund Manager · Mega ($100B+) | $118B | 846 | 1,651 | 513 | 04/14/2026 | ☆ |
| 234 | Putnam Investment Management, Llc CRD 106629 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $117B | 16,428 | 16,432 | 139 | 02/03/2026 | ☆ |
| 235 | Icici Prudential Asset Management Company Limited CRD 312825 | Mumbai, Maharashtra | Private Fund Manager · Mega ($100B+) | $117B | 28,296 | 28,296 | 3,585 | 06/29/2026 | ☆ |
| 236 | Boston Partners Global Investors, Inc. CRD 124982 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $116B | 6,982 | 6,982 | 185 | 06/18/2026 | ☆ |
| 237 | Angelo, Gordon & Co., L.P. CRD 131940 | New York, NY | Private Fund Manager · Mega ($100B+) | $116B | 366 | 366 | 1,096 | 05/29/2026 | ☆ |
| 238 | Mml Investors Services, Llc CRD 10409 | Springfield, MA | Broker-Dealer (Dually Registered) · Mega ($100B+) | $116B | 454,836 | 454,857 | 6,976 | 07/10/2026 | ☆ |
| 239 | Record Currency Management Limited CRD 110893 | London | Investment Adviser · Mega ($100B+) | $114B | 189 | 189 | 87 | 06/30/2026 | ☆ |
| 240 | Mfs Institutional Advisors Inc. CRD 107144 | Boston, MA | Private Fund Manager · Mega ($100B+) | $114B | 13,555 | 13,555 | 1,311 | 03/31/2026 | ☆ |
| 241 | New England Asset Management, Inc. CRD 105900 | Farmington, CT | Investment Adviser · Mega ($100B+) | $112B | 145 | 1,001 | 122 | 03/31/2026 | ☆ |
| 242 | Pgim Quantitative Solutions Llc CRD 129752 | Newark, NJ | Mutual Fund / Asset Manager · Mega ($100B+) | $111B | 117 | 234 | 147 | 07/01/2026 | ☆ |
| 243 | Hellman & Friedman Llc CRD 158614 | San Francisco, CA | Private Fund Manager · Mega ($100B+) | $110B | 45 | 45 | 120 | 03/25/2026 | ☆ |
| 244 | Pathstone Family Office, Llc CRD 151736 | Englewood, NJ | Multi-Family Office · Mega ($100B+) | $110B | 2,244 | 27,165 | 704 | 03/31/2026 | ☆ |
| 245 | Janney Montgomery Scott Llc CRD 463 | Philadelphia, PA | Trust Company · Mega ($100B+) | $110B | 243,808 | 243,808 | 2,404 | 06/30/2026 | ☆ |
| 246 | Harris Associates Lp CRD 106960 | Chicago, IL | Mutual Fund / Asset Manager · Mega ($100B+) | $109B | 2,320 | 2,326 | 221 | 03/31/2026 | ☆ |
| 247 | Warburg Pincus Llc CRD 156945 | New York, NY | Private Fund Manager · Mega ($100B+) | $109B | 76 | 76 | 829 | 03/31/2026 | ☆ |
| 248 | Natixis Advisors, Llc CRD 106800 | Boston, MA | Wealth Manager · Mega ($100B+) | $109B | 115,562 | 115,562 | 412 | 03/27/2026 | ☆ |
| 249 | Stepstone Group Lp CRD 143635 | La Jolla, CA | Private Fund Manager · Mega ($100B+) | $108B | 561 | 412 | 978 | 07/30/2026 | ☆ |
| 250 | Bam Credit And Insurance Solutions Advisor Llc CRD 312792 | New York, NY | Investment Adviser · Mega ($100B+) | $107B | 32 | 32 | 1,421 | 03/31/2026 | ☆ |