AUMdb

Investment advisers

44,489 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2651 Abacus Wealth Partners, Llc CRD 128590 Santa Monica, CA Wealth Manager · Mid-sized ($1B–$10B) $3.6B 1,574 6,030 65 07/07/2026 ☆
2652 Calydon Capital, Llc CRD 285485 Memphis, TN Wealth Manager · Mid-sized ($1B–$10B) $3.6B 297 1,009 8 04/01/2026 ☆
2653 Spf Investment Management, L.P. CRD 299036 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.6B 4 4 26 07/01/2026 ☆
2654 Marble Bar Asset Management Llp CRD 160882 London Private Fund Manager · Mid-sized ($1B–$10B) $3.6B 22 22 70 04/02/2026 ☆
2655 Mpm Asset Management Llc CRD 148467 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $3.6B 23 23 50 04/28/2026 ☆
2656 Jahd Management Company, Llc CRD 282189 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $3.6B 13 13 21 03/30/2026 ☆
2657 Apollo Manager, Llc CRD 327828 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $3.6B 2 2 3,564 03/31/2026 ☆
2658 Cressey & Company Lp CRD 155606 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $3.6B 12 12 47 03/31/2026 ☆
2659 Pnc Tc, Llc CRD 172753 Louisville, KY Private Fund Manager · Mid-sized ($1B–$10B) $3.6B 72 72 186 06/08/2026 ☆
2660 Anthelion Capital Partners Llc CRD 328009 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 9 9 16 07/02/2026 ☆
2661 Steele Capital Management, Inc. CRD 107097 Dubuque, IA Wealth Manager · Mid-sized ($1B–$10B) $3.5B 1,644 4,418 15 03/18/2026 ☆
2662 Quad C Management, Inc. CRD 161395 Charlottesville, VA Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 2 2 33 03/26/2026 ☆
2663 Fil Investment Advisors (Uk) Ltd. CRD 110970 Tadworth, Surrey Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.5B 7 12 8 07/01/2026 ☆
2664 Dhm Partners Llc CRD 339223 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 9 9 40 03/31/2026 ☆
2665 Liberty 77 Capital L.P. CRD 314378 Washington, DC Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 3 3 18 03/31/2026 ☆
2666 Sit Investment Associates, Inc CRD 105725 Minneapolis, MN Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.5B 44 80 73 06/22/2026 ☆
2667 Retirement Plan Advisors, Llc CRD 122758 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $3.5B 10,031 10,031 47 07/30/2026 ☆
2668 Sycamore Tree Capital Partners, L.P. CRD 311555 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 13 12 30 03/31/2026 ☆
2669 Oneascent Financial Services Llc CRD 284549 Birmingham, AL Insurance-Affiliated · Mid-sized ($1B–$10B) $3.5B 5,279 16,009 161 08/03/2026 ☆
2670 Burkehill Global Management, Lp CRD 316398 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 5 5 16 03/31/2026 ☆
2671 Visionary Wealth Advisors, Llc CRD 169610 St. Louis, MO Wealth Manager · Mid-sized ($1B–$10B) $3.5B 4,262 11,041 74 03/31/2026 ☆
2672 Mill Point Capital Llc CRD 290266 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 9 9 33 04/24/2026 ☆
2673 Breakwall Investment Advisor Llc CRD 328990 Port Washington, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 11 11 9 05/01/2026 ☆
2674 Pathlight Capital Lp CRD 291106 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 14 14 30 03/30/2026 ☆
2675 Greenwich Wealth Management Llc CRD 142820 Greenwich, CT Wealth Manager · Mid-sized ($1B–$10B) $3.5B 625 625 13 07/28/2026 ☆
2676 Deer Park Road Management Company, Lp CRD 140370 Steamboat Springs, CO Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 13 13 28 04/29/2026 ☆
2677 Bryn Mawr Trust Advisors, Llc CRD 285359 Philadelphia, PA Wealth Manager · Mid-sized ($1B–$10B) $3.5B 1,409 3,849 87 07/21/2026 ☆
2678 Bentallgreenoak Strategic Capital Partners Llc CRD 137813 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 86 86 19 07/30/2026 ☆
2679 N CRD 39262 Wealth Manager · Mid-sized ($1B–$10B) $3.5B 6,928 10,904 407 06/16/2025 ☆
2680 Equity Investment Corporation CRD 283930 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $3.5B 6,761 6,761 27 03/19/2026 ☆
2681 Andros Capital Partners Llc CRD 310641 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 11 11 6 03/27/2026 ☆
2682 Stellus Capital Management, Llc CRD 160115 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 20 20 36 07/14/2026 ☆
2683 N CRD 155812 Wealth Manager · Mid-sized ($1B–$10B) $3.5B 516 2,420 10 02/23/2025 ☆
2684 Foundry Group, Llc CRD 159541 Boulder, CO Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 15 15 10 03/26/2026 ☆
2685 Global Forest Partners Lp CRD 127064 Lebanon, NH Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 19 19 24 04/29/2026 ☆
2686 Valley Forge Investment Consultants, Inc. CRD 123898 Audubon, PA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $3.5B 384 1,034 16 03/30/2026 ☆
2687 Advisor Resource Council CRD 164109 Dallas, TX Insurance-Affiliated · Mid-sized ($1B–$10B) $3.5B 11,836 11,836 119 03/31/2026 ☆
2688 Systematic Alpha Investments, Llc CRD 297693 Princeton, NJ Multi-Family Office · Mid-sized ($1B–$10B) $3.5B 2 22 1 03/23/2026 ☆
2689 1607 Capital Partners, Llc CRD 144758 Richmond, VA Investment Adviser · Mid-sized ($1B–$10B) $3.5B 13 22 15 03/17/2026 ☆
2690 Aea Enterprise Partners Management Lp CRD 132753 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 4 4 157 06/04/2026 ☆
2691 Kathmere Capital Management, Llc CRD 305118 Wayne, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $3.5B 842 2,684 24 07/27/2026 ☆
2692 Federated Hermes Fcp Manager, Llc CRD 161468 Chevy Chase, MD Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 13 13 75 05/08/2026 ☆
2693 Arbor Investments Management, Llc CRD 157442 Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 11 11 29 05/20/2026 ☆
2694 Doubleline Alternatives Lp CRD 175212 Tampa, FL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.5B 7 7 171 03/31/2026 ☆
2695 Main Post Partners, L.P. CRD 172703 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 7 7 23 06/12/2026 ☆
2696 Clover Credit Management, Llc CRD 307632 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 8 8 711 03/30/2026 ☆
2697 Palistar Capital Lp CRD 300897 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 9 9 30 03/26/2026 ☆
2698 Biltmore Family Office, Llc CRD 167174 Charlotte, NC Multi-Family Office · Mid-sized ($1B–$10B) $3.5B 86 86 24 03/23/2026 ☆
2699 Morton Capital Management, Llc CRD 141250 Calabasas, CA Wealth Manager · Mid-sized ($1B–$10B) $3.5B 1,279 3,735 58 05/05/2026 ☆
2700 Donaldson Capital Management Llc CRD 106131 Evansville, IN Wealth Manager · Mid-sized ($1B–$10B) $3.5B 1,838 1,848 68 07/09/2026 ☆