AUMdb

Investment advisers

44,489 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2701 Fundrise Advisors, Llc CRD 172036 Washington, DC Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.5B 402,942 15 0 05/12/2026 ☆
2702 Carret Asset Management, Llc CRD 131445 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $3.5B 2,633 2,633 22 06/10/2026 ☆
2703 Bluerock Fund Advisor, Llc CRD 165015 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.5B 1 1 11 03/28/2026 ☆
2704 Sage, Rutty & Co., Inc. CRD 3254 Rochester, NY Insurance-Affiliated · Mid-sized ($1B–$10B) $3.5B 8,613 8,163 36 03/24/2026 ☆
2705 Tangency Capital Investment Advisory Ltd. CRD 316597 Hamilton Private Fund Manager · Mid-sized ($1B–$10B) $3.5B 6 6 13 03/20/2026 ☆
2706 Tandem Investment Advisors Inc CRD 109392 Charleston, SC Wealth Manager · Mid-sized ($1B–$10B) $3.5B 10,432 10,432 18 05/12/2026 ☆
2707 Diameter Principal Finance Llc CRD 328057 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $3.4B 1 1 119 04/29/2026 ☆
2708 Wedmont Private Capital, Llc CRD 305815 West Chester, PA Wealth Manager · Mid-sized ($1B–$10B) $3.4B 498 2,437 15 07/20/2026 ☆
2709 Tribe Capital Management, Llc CRD 304697 San Mateo, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 90 90 27 03/31/2026 ☆
2710 Arvest Investments, Inc. CRD 42057 Lowell, AR Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $3.4B 6,810 8,453 238 03/30/2026 ☆
2711 Moors & Cabot, Inc. CRD 594 Boston, MA Insurance-Affiliated · Mid-sized ($1B–$10B) $3.4B 5,074 5,074 121 07/17/2026 ☆
2712 Dragonfly Digital Management, Llc CRD 300750 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 14 14 34 03/31/2026 ☆
2713 Carronade Capital Management, Lp CRD 309174 Darien, CT Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 7 7 17 03/31/2026 ☆
2714 Ceredex Value Advisors Llc CRD 146023 Winter Park, FL Investment Adviser · Mid-sized ($1B–$10B) $3.4B 15 24 13 03/20/2026 ☆
2715 Ecor1 Capital, Llc CRD 167121 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 5 5 22 03/30/2026 ☆
2716 Sixth Street Specialty Lending Advisers, Llc CRD 155006 Dallas, TX Investment Adviser · Mid-sized ($1B–$10B) $3.4B 1 1 66 07/01/2026 ☆
2717 Flagship Harbor Advisors, Llc CRD 155733 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $3.4B 7,373 12,815 61 05/21/2026 ☆
2718 Colter Lewis Investment Partners Llc CRD 297213 Greenwich, CT Multi-Family Office · Mid-sized ($1B–$10B) $3.4B 130 134 18 03/19/2026 ☆
2719 Hill Path Capital Lp CRD 281794 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 25 25 21 03/30/2026 ☆
2720 Caption Management, Llc CRD 173841 Oklahoma City, OK Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 5 5 22 03/24/2026 ☆
2721 Leavell Investment Management, Inc. CRD 107890 Mobile, AL Wealth Manager · Mid-sized ($1B–$10B) $3.4B 3,023 3,023 36 05/04/2026 ☆
2722 Frank, Rimerman Advisors Llc CRD 124147 Palo Alto, CA Multi-Family Office · Mid-sized ($1B–$10B) $3.4B 106 438 5 03/28/2026 ☆
2723 Lakewood Capital Management, Lp CRD 156429 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 2 2 13 03/10/2026 ☆
2724 Sound Shore Management Inc CRD 112379 Greenwich, CT Investment Adviser · Mid-sized ($1B–$10B) $3.4B 370 372 16 04/09/2026 ☆
2725 Fiera Comox Partners Inc CRD 323679 Montreal, Quebec Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 23 23 50 03/31/2026 ☆
2726 New Mountain Credit Clo Advisers, L.L.C. CRD 307111 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 8 8 235 06/01/2026 ☆
2727 Knox Lane Lp CRD 306657 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 22 22 30 06/09/2026 ☆
2728 Gauge Capital Llc CRD 169890 Southlake, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 10 10 67 03/31/2026 ☆
2729 Invenomic Capital Management Lp CRD 287617 Boston, MA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.4B 6 6 17 03/31/2026 ☆
2730 Cohen Klingenstein, Llc CRD 148428 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 112 114 7 03/23/2026 ☆
2731 Upfront Ventures Management, Llc CRD 175144 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 25 25 22 03/31/2026 ☆
2732 Seafarer Capital Partners, Llc CRD 158671 Larkspur, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.4B 2 2 19 03/31/2026 ☆
2733 N CRD 283403 Wealth Manager · Mid-sized ($1B–$10B) $3.4B 1,807 1,810 31 03/25/2025 ☆
2734 Sumeru Equity Partners L.P. CRD 172955 San Mateo, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 9 9 43 07/16/2026 ☆
2735 Diversis Capital Management, L.P. CRD 300773 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 15 15 42 06/29/2026 ☆
2736 Westfuller Advisors, Llc CRD 155054 New York, NY Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $3.4B 88 88 23 03/31/2026 ☆
2737 Five Arrows Managers North America Llc CRD 136191 Manhattan Beach, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 11 11 16 03/30/2026 ☆
2738 Banneker Partners Llc CRD 296624 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 10 10 30 03/30/2026 ☆
2739 Colony Family Offices, Llc CRD 167017 Charlotte, NC Multi-Family Office · Mid-sized ($1B–$10B) $3.4B 656 1,048 16 02/25/2026 ☆
2740 Proprium Capital Partners, L.P. CRD 165441 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $3.4B 10 10 35 03/25/2026 ☆
2741 North Star Asset Management Inc CRD 106489 Neenah, WI Wealth Manager · Mid-sized ($1B–$10B) $3.4B 3,554 3,554 19 05/07/2026 ☆
2742 Stokes Family Office Llc CRD 300899 New Orleans, LA Multi-Family Office · Mid-sized ($1B–$10B) $3.4B 795 2,486 14 04/30/2026 ☆
2743 Summitry, Llc CRD 128586 Foster City, CA Wealth Manager · Mid-sized ($1B–$10B) $3.4B 1,327 4,031 46 06/30/2026 ☆
2744 R Squared Bm Llc CRD 308920 El Segundo, CA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $3.3B 457 457 15 03/31/2026 ☆
2745 Marble Capital Lp CRD 285940 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 17 17 38 03/31/2026 ☆
2746 Warwick Capital Partners (Us) Lp CRD 320777 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 9 9 11 03/26/2026 ☆
2747 Newspring Capital, Llc CRD 160608 Radnor, PA Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 27 27 76 03/30/2026 ☆
2748 N CRD 226518 Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 8 8 0 03/27/2026 ☆
2749 Recognize Partners Lp CRD 311156 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 5 5 25 04/08/2026 ☆
2750 Red Cedar Investment Management, Llc CRD 170939 Grand Rapids, MI Investment Adviser · Mid-sized ($1B–$10B) $3.3B 26 67 18 05/19/2026 ☆