AUMdb

Investment advisers

45,036 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2851 Strategic Income Management, Llc CRD 151956 Seattle, WA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.1B 6 6 6 08/28/2026 ☆
2852 Greenbacker Capital Management Llc CRD 277101 Portland, ME Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 7 7 128 07/17/2026 ☆
2853 Romark Credit Advisors Lp CRD 298909 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 12 12 76 03/26/2026 ☆
2854 S.W. Mitchell Capital Llp CRD 163494 London Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 10 10 7 06/11/2026 ☆
2855 Faircourt Partners, Llc CRD 295508 Lake Bluff, IL Institutional / Pension Advisor · Mid-sized ($1B–$10B) $3.1B 97 97 4 05/04/2026 ☆
2856 Roundtable Healthcare Management, Inc CRD 161235 Lake Forest, IL Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 11 11 32 03/26/2026 ☆
2857 Five Elms Capital Management, Llc CRD 163548 Kansas City, MO Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 23 23 69 06/01/2026 ☆
2858 Conversant Capital Llc CRD 308201 Summit, NJ Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 24 24 19 03/31/2026 ☆
2859 Nantahala Capital Management, Llc CRD 158081 New Canaan, CT Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 11 11 14 09/14/2026 ☆
2860 Moorstone, L.P. CRD 339519 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 11 11 15 09/14/2026 ☆
2861 Van Eck Absolute Return Advisers Corporation CRD 137177 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.1B 14 14 271 03/30/2026 ☆
2862 Staley Capital Advisers Inc CRD 107118 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $3.1B 448 1,062 16 09/14/2026 ☆
2863 Sourcerock Group Llc CRD 307575 Denver, CO Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 9 9 16 04/02/2026 ☆
2864 Earned Wealth Advisors, Llc CRD 108052 Walnut Creek, CA Wealth Manager · Mid-sized ($1B–$10B) $3.1B 1,875 5,506 35 03/30/2026 ☆
2865 Concentric Capital Strategies L.P. CRD 313057 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 9 9 11 03/24/2026 ☆
2866 Bps Capital Management, Inc. CRD 120006 Bloomington, MN Investment Adviser · Mid-sized ($1B–$10B) $3.1B 72 67 5 01/21/2026 ☆
2867 Winthrop Advisory Group, Llc CRD 288178 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $3.1B 2,481 4,369 40 08/17/2026 ☆
2868 Windjammer Management Partners, L.P. CRD 160396 Newport Beach, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 9 9 27 03/27/2026 ☆
2869 Eagle Global Advisors Llc CRD 107306 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $3.1B 366 366 24 09/04/2026 ☆
2870 Logan Capital Management, Inc. CRD 108893 Newtown Square, PA Investment Adviser · Mid-sized ($1B–$10B) $3.1B 1,897 1,898 34 07/23/2026 ☆
2871 Svb Wealth Llc CRD 172832 Boston, MA Bank · Mid-sized ($1B–$10B) $3.1B 1,101 2,623 73 03/31/2026 ☆
2872 Ampersand Management Llc CRD 161522 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 4 4 38 03/30/2026 ☆
2873 Calera Capital Advisors, Lp CRD 158050 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 15 15 23 03/31/2026 ☆
2874 Pear Tree Advisors, Inc. CRD 104576 Lincoln, MA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.1B 1 1 13 09/25/2025 ☆
2875 Cooper Creek Partners Management Llc CRD 157746 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 7 7 11 03/30/2026 ☆
2876 Oakmont Capital Management, Llc CRD 128939 Oakmont, PA Investment Adviser · Mid-sized ($1B–$10B) $3.1B 324 994 19 03/30/2026 ☆
2877 Alphasimplex Group, Llc CRD 128356 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 12 16 33 03/26/2026 ☆
2878 Red Door Wealth Management, Llc CRD 153235 Memphis, TN Wealth Manager · Mid-sized ($1B–$10B) $3.1B 955 4,471 19 07/31/2026 ☆
2879 Greywolf Capital Management Lp CRD 138715 Purchase, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 48 48 31 03/31/2026 ☆
2880 Thompson Investment Management, Inc. CRD 129609 Madison, WI Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.1B 485 941 17 09/11/2026 ☆
2881 N CRD 150144 Wealth Manager · Mid-sized ($1B–$10B) $3.1B 9,758 17,508 14 03/13/2026 ☆
2882 Gleneagles Investment Advisors, Llc CRD 312306 Atlanta, GA Multi-Family Office · Mid-sized ($1B–$10B) $3.1B 51 51 4 03/20/2026 ☆
2883 Pan Capital Management Lp CRD 336371 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 11 14 43 01/16/2026 ☆
2884 1900 Wealth Management Llc CRD 175346 San Antonio, TX Wealth Manager · Mid-sized ($1B–$10B) $3.1B 496 1,067 22 08/20/2026 ☆
2885 Cinctive Capital Management Lp CRD 304726 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 3 3 66 07/30/2026 ☆
2886 Emerald Lake Capital Management, L.P. CRD 300395 Santa Monica, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 15 15 15 04/27/2026 ☆
2887 Ghp Investment Advisors Inc CRD 107563 Denver, CO Wealth Manager · Mid-sized ($1B–$10B) $3.1B 1,234 4,560 25 03/24/2026 ☆
2888 Disciplina Capital Management, Llc CRD 167295 Nashville, TN Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $3.1B 21 56 11 03/18/2026 ☆
2889 Leucadia Asset Management Llc CRD 121767 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 15 15 33 04/30/2026 ☆
2890 Berkeley Partners Management, Llc CRD 284163 Oakland, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 3 5 57 06/08/2026 ☆
2891 Z Capital Group, L.L.C. CRD 159511 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.1B 25 25 52 05/27/2026 ☆
2892 Crewe Advisors Llc CRD 173920 Salt Lake City, UT Wealth Manager · Mid-sized ($1B–$10B) $3.1B 759 1,985 32 08/25/2026 ☆
2893 N CRD 306876 Wealth Manager · Mid-sized ($1B–$10B) $3.1B 4,700 7,629 3 05/12/2026 ☆
2894 Gamut Capital Management, L.P. CRD 281091 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.0B 17 17 22 03/27/2026 ☆
2895 Clarivest Asset Management Llc CRD 139785 San Diego, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.0B 29 27 17 06/02/2026 ☆
2896 Anson Funds Management Lp CRD 125109 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.0B 6 6 4 03/31/2026 ☆
2897 Certified Advisory Corp CRD 120990 Altamonte Springs, FL Wealth Manager · Mid-sized ($1B–$10B) $3.0B 2,556 6,372 39 03/31/2026 ☆
2898 Anthos Management, L.P. CRD 165980 Santa Monica, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.0B 10 10 30 03/30/2026 ☆
2899 Prp Real Assets Advisors, Llc CRD 338178 Washington, DC Private Fund Manager · Mid-sized ($1B–$10B) $3.0B 23 23 15 03/31/2026 ☆
2900 Abrams Bison Investments, L.L.C. CRD 137183 Bethesda, MD Private Fund Manager · Mid-sized ($1B–$10B) $3.0B 3 3 11 05/21/2026 ☆