AUMdb

Investment advisers

44,482 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2451 Founders Financial Securities, Llc CRD 137945 Towson, MD Insurance-Affiliated · Mid-sized ($1B–$10B) $4.1B 9,870 19,082 139 04/20/2026 ☆
2452 Archpoint Investors Llc CRD 151807 Coral Gables, FL Multi-Family Office · Mid-sized ($1B–$10B) $4.1B 38 287 11 03/03/2026 ☆
2453 Nwam, Llc CRD 147923 Mercer Island, WA Insurance-Affiliated · Mid-sized ($1B–$10B) $4.1B 2,776 9,090 62 03/31/2026 ☆
2454 Man Investments Australia Limited CRD 313907 Sydney Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 12 12 10 03/31/2026 ☆
2455 Parkway Advisors, L.P. CRD 112629 Abilene, TX Investment Adviser · Mid-sized ($1B–$10B) $4.1B 58 70 16 03/13/2026 ☆
2456 Evolution Credit Partners Management, Llc CRD 292216 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 35 35 43 03/26/2026 ☆
2457 Blue Wolf Capital Partners Llc CRD 162475 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 16 16 51 03/31/2026 ☆
2458 Capital Generation Partners Llp CRD 281808 London Investment Adviser · Mid-sized ($1B–$10B) $4.1B 30 30 46 05/05/2026 ☆
2459 Guggenheim Funds Investment Advisors, Llc CRD 129288 Chicago, IL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.1B 3 3 5 03/31/2026 ☆
2460 Senvest Management, Llc CRD 137312 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 8 8 25 03/26/2026 ☆
2461 Finaccess Advisors, Llc CRD 150697 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 101 160 13 03/26/2026 ☆
2462 Gerber Kawasaki, Inc. CRD 153649 Santa Monica, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $4.1B 9,624 20,094 59 07/07/2026 ☆
2463 Diversify Wealth Management, Llc CRD 329878 Sandy, UT Wealth Manager · Mid-sized ($1B–$10B) $4.1B 4,857 17,903 95 03/18/2026 ☆
2464 Ffl Partners, Llc CRD 156980 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 30 30 43 03/29/2026 ☆
2465 Castleknight Management Lp CRD 309435 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 3 3 13 03/27/2026 ☆
2466 N CRD 307525 Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 9 9 240 12/22/2025 ☆
2467 Performance Wealth Partners, Llc CRD 311735 Hinsdale, IL Wealth Manager · Mid-sized ($1B–$10B) $4.1B 953 2,673 15 06/26/2026 ☆
2468 Fundamental Advisors Lp CRD 157899 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 14 14 44 03/31/2026 ☆
2469 Wildcat Capital Management, Llc CRD 162178 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 5 5 13 05/12/2026 ☆
2470 Freeport Financial Partners Llc CRD 166682 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 19 19 24 03/25/2026 ☆
2471 N CRD 151298 Wealth Manager · Mid-sized ($1B–$10B) $4.1B 10,919 18,288 85 09/09/2025 ☆
2472 Keel Point, Llc CRD 127902 Huntsville, AL Insurance-Affiliated · Mid-sized ($1B–$10B) $4.1B 1,613 6,236 92 06/08/2026 ☆
2473 N CRD 113661 Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 32 32 50 03/20/2025 ☆
2474 Peregrine Capital Management, Llc CRD 110052 Minneapolis, MN Investment Adviser · Mid-sized ($1B–$10B) $4.1B 30 61 28 03/27/2026 ☆
2475 Money Concepts Capital Corp CRD 12963 Palm Beach Gardens, FL Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $4.1B 17,032 17,032 478 03/24/2026 ☆
2476 Aqs Asset Management, L.L.C. CRD 131544 Austin, TX Investment Adviser · Mid-sized ($1B–$10B) $4.1B 11 13 4 03/03/2026 ☆
2477 Copeland Capital Management, Llc CRD 135822 Conshohocken, PA Investment Adviser · Mid-sized ($1B–$10B) $4.1B 1,983 1,983 30 02/26/2026 ☆
2478 Promanage, Llc CRD 133357 Chicago, IL Institutional / Pension Advisor · Mid-sized ($1B–$10B) $4.1B 3 3 9 06/10/2026 ☆
2479 Nzs Capital Llc CRD 305093 Denver, CO Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 6 9 9 04/23/2026 ☆
2480 Thoroughbred Financial Services, Llc CRD 47893 Brentwood, TN Insurance-Affiliated · Mid-sized ($1B–$10B) $4.0B 3,567 7,236 31 03/31/2026 ☆
2481 Hudson Structured Capital Management Ltd. CRD 282919 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $4.0B 33 45 38 03/31/2026 ☆
2482 N CRD 283726 Wealth Manager · Mid-sized ($1B–$10B) $4.0B 904 3,334 15 10/22/2025 ☆
2483 Cardinal Capital Management, Inc. CRD 124729 Winnipeg Wealth Manager · Mid-sized ($1B–$10B) $4.0B 3,444 10,416 81 01/06/2026 ☆
2484 Altamont Capital Management, L.P. CRD 160498 Palo Alto, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.0B 31 31 55 03/31/2026 ☆
2485 Permanens Capital L.P. CRD 157476 Charleston, SC Multi-Family Office · Mid-sized ($1B–$10B) $4.0B 65 65 17 03/31/2026 ☆
2486 Karpus Management Inc CRD 110275 Pittsford, NY Wealth Manager · Mid-sized ($1B–$10B) $4.0B 1,823 2,279 38 07/07/2026 ☆
2487 Waterous Energy Fund Management (Us), Llc CRD 290952 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $4.0B 12 12 2 03/29/2026 ☆
2488 Valor Advisors Llc CRD 171358 Miami, FL Multi-Family Office · Mid-sized ($1B–$10B) $4.0B 66 69 16 06/09/2026 ☆
2489 Bt Family Office, Llc CRD 305713 Atlanta, GA Multi-Family Office · Mid-sized ($1B–$10B) $4.0B 10 10 7 03/19/2026 ☆
2490 Mainsail Management Company, Llc CRD 157775 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $4.0B 14 14 81 04/06/2026 ☆
2491 Hanwha Asset Management (Usa) Ltd. CRD 288464 San Francisco, CA Investment Adviser · Mid-sized ($1B–$10B) $4.0B 4 4 22 04/30/2026 ☆
2492 Intermede Investment Partners Limited CRD 175312 London Institutional / Pension Advisor · Mid-sized ($1B–$10B) $4.0B 15 17 17 07/29/2026 ☆
2493 Azimuth Capital Investment Management Llc CRD 319062 Bloomfield Hills, MI Wealth Manager · Mid-sized ($1B–$10B) $4.0B 404 1,603 25 03/31/2026 ☆
2494 New Frontier Advisors, Llc CRD 147181 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $4.0B 122 282 16 03/31/2026 ☆
2495 Argent Capital Management Llc CRD 107930 Clayton, MO Wealth Manager · Mid-sized ($1B–$10B) $4.0B 1,160 1,160 23 03/27/2026 ☆
2496 Corecap Advisors, Llc CRD 158819 Southfield, MI Wealth Manager · Mid-sized ($1B–$10B) $4.0B 9,677 9,677 116 03/31/2026 ☆
2497 Truarc Partners, Lp CRD 312288 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.0B 23 23 28 06/16/2026 ☆
2498 N CRD 316475 Investment Adviser · Mid-sized ($1B–$10B) $4.0B 154 154 23 03/31/2026 ☆
2499 Tw Im, Llc CRD 167240 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $4.0B 21 21 46 06/12/2026 ☆
2500 Winthrop Capital Management, Llc CRD 145216 Carmel, IN Investment Adviser · Mid-sized ($1B–$10B) $4.0B 529 832 29 03/27/2026 ☆