AUMdb

Investment advisers

44,489 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
3301 Kepos Capital Lp CRD 156361 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 17 17 40 05/20/2026 ☆
3302 C Iii Investment Management Llc CRD 156553 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 9 9 80 03/31/2026 ☆
3303 Sverica Capital Management Lp CRD 156956 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 9 9 24 03/30/2026 ☆
3304 Align Ventures Special Opportunity Gp Spv I, Llc CRD 323154 Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 91 91 17 06/03/2026 ☆
3305 Oxbow Advisors, Llc CRD 156393 Austin, TX Wealth Manager · Mid-sized ($1B–$10B) $2.5B 744 1,782 13 06/19/2026 ☆
3306 Incentive As CRD 174704 Oslo Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 9 9 6 05/22/2026 ☆
3307 Everhart Financial Group Inc CRD 107091 Dublin, OH Insurance-Affiliated · Mid-sized ($1B–$10B) $2.5B 2,912 6,105 59 06/18/2026 ☆
3308 Shufro, Rose & Co., Llc CRD 3403 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $2.5B 1,331 3,009 27 04/21/2026 ☆
3309 Fiduciary First, Llc CRD 150330 Maitland, FL Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.5B 27 42 7 03/26/2026 ☆
3310 Tiff Endowment Asset Management, Llc CRD 156308 Radnor, PA Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 1 1 0 03/20/2026 ☆
3311 Martis Capital Management, Llc CRD 296437 Washington, DC Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 19 19 25 07/13/2026 ☆
3312 Forge Global Advisors Llc CRD 284722 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 122 122 18 04/06/2026 ☆
3313 S & Co., Inc. CRD 110026 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $2.5B 383 383 15 03/31/2026 ☆
3314 Unigestion (Us) Ltd CRD 305038 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 27 27 9 06/09/2026 ☆
3315 Urban Investment Advisors, Inc., CRD 222524 Mill Valley, CA Investment Adviser · Mid-sized ($1B–$10B) $2.5B 12 3 06/30/2026 ☆
3316 Affinity Asset Advisors, Llc CRD 312788 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 3 3 10 07/27/2026 ☆
3317 Analog Century Management Lp CRD 298760 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 17 17 10 03/30/2026 ☆
3318 Relyea Zuckerberg Hanson, Llc CRD 125696 Stamford, CT Wealth Manager · Mid-sized ($1B–$10B) $2.4B 451 1,698 11 02/01/2026 ☆
3319 Silver Oak Securities Incorporated CRD 46947 Jackson, TN Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $2.4B 8,746 15,093 103 07/21/2026 ☆
3320 Cas Investment Partners, Llc CRD 170071 Westport, CT Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 4 4 3 03/31/2026 ☆
3321 Jaffe Tilchin Investment Partners, Llc CRD 143608 Tampa, FL Wealth Manager · Mid-sized ($1B–$10B) $2.4B 1,892 5,136 39 07/01/2026 ☆
3322 Retirement Resources Investment Corporation CRD 47723 Andover, MA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.4B 152 299 7 04/28/2026 ☆
3323 Michaud Capital Management Llc CRD 159828 Denver, CO Investment Adviser · Mid-sized ($1B–$10B) $2.4B 32 101 19 03/30/2026 ☆
3324 Bluearc Capital Management, Llc CRD 167233 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 51 51 11 07/28/2026 ☆
3325 Medalist Partners Lp CRD 292747 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 29 29 21 05/22/2026 ☆
3326 Domini Impact Investments Llc CRD 109505 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.4B 4 4 23 02/25/2026 ☆
3327 Balance Point Capital Advisors, Llc CRD 264789 Westport, CT Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 6 7 23 04/22/2026 ☆
3328 Infrared Capital Partners (Us) Llc CRD 310401 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $2.4B 1 16 28 03/26/2026 ☆
3329 Longitude Capital Management Co., Llc CRD 161916 Menlo Park, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 6 6 27 04/30/2026 ☆
3330 Gryphon Financial Partners, Llc CRD 288210 Columbus, OH Wealth Manager · Mid-sized ($1B–$10B) $2.4B 661 2,819 31 06/22/2026 ☆
3331 Guyasuta Investment Advisors, Incorporated CRD 108400 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $2.4B 478 1,389 13 02/04/2026 ☆
3332 N CRD 112226 Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 15 15 24 03/27/2025 ☆
3333 683 Capital Management, Llc CRD 156181 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 2 2 10 03/30/2026 ☆
3334 N CRD 315312 Wealth Manager · Mid-sized ($1B–$10B) $2.4B 1,887 3,940 17 03/13/2025 ☆
3335 Long Focus Capital Management Llc CRD 322024 San Juan, PR Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 3 4 11 03/30/2026 ☆
3336 Sr One Capital Management, Lp CRD 306361 Redwood City, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 19 19 28 03/31/2026 ☆
3337 Prodigy Asset Management Llc CRD 106457 Omaha, NE Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $2.4B 93 282 9 06/25/2026 ☆
3338 Howe And Rusling, Inc. CRD 104627 Rochester, NY Wealth Manager · Mid-sized ($1B–$10B) $2.4B 1,397 3,397 26 07/31/2026 ☆
3339 Blackrock Asset Management Schweiz Ag CRD 161987 Zurich Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 4 39 129 05/15/2026 ☆
3340 Permian Investment Partners, Lp CRD 156893 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 8 9 12 03/31/2026 ☆
3341 3650 Reit Investment Management Llc CRD 286013 Miami, FL Investment Adviser · Mid-sized ($1B–$10B) $2.4B 12 13 16 03/31/2026 ☆
3342 Bleichroeder Lp CRD 304295 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 57 57 7 03/16/2026 ☆
3343 Nichols & Pratt Advisers Llp CRD 107113 Boston, MA Multi-Family Office · Mid-sized ($1B–$10B) $2.4B 106 642 20 03/30/2026 ☆
3344 Comvest Advisors Llc CRD 160753 West Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 8 8 150 03/31/2026 ☆
3345 The Milestone Real Estate Group, Lp CRD 161957 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 3 3 33 04/23/2026 ☆
3346 Paceline Equity Partners, Llc CRD 307683 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 10 10 40 03/30/2026 ☆
3347 Rock Springs Capital Management Lp CRD 168648 Baltimore, MD Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 6 6 17 03/24/2026 ☆
3348 Requisite Capital Management Llc CRD 283107 Dallas, TX Multi-Family Office · Mid-sized ($1B–$10B) $2.4B 231 934 11 03/31/2026 ☆
3349 Valeas Capital Partners Management Lp CRD 317369 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 13 13 18 04/01/2026 ☆
3350 N CRD 300769 Private Fund Manager · Mid-sized ($1B–$10B) $2.4B 3 3 14 03/28/2025 ☆