Investment advisers
44,395 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 301 | Cohen & Steers Capital Management, Inc. CRD 106266 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $85.7B | 177 | 180 | 367 | 07/07/2026 | ☆ |
| 302 | Leonard Green & Partners, L.P. CRD 158164 | Los Angeles, CA | Private Fund Manager · Large ($10B–$100B) | $85.6B | 117 | 117 | 96 | 03/31/2026 | ☆ |
| 303 | Connor Clark & Lunn Investment Management Ltd CRD 107557 | Vancouver, Bc | Investment Adviser · Large ($10B–$100B) | $85.6B | 207 | 362 | 155 | 06/26/2026 | ☆ |
| 304 | Proshare Advisors Llc CRD 134155 | Bethesda, MD | Mutual Fund / Asset Manager · Large ($10B–$100B) | $85.3B | 145 | 145 | 98 | 03/26/2026 | ☆ |
| 305 | Mercer Global Advisors Inc. CRD 147363 | Denver, CO | Wealth Manager · Large ($10B–$100B) | $84.4B | 36,172 | 116,310 | 1,429 | 07/31/2026 | ☆ |
| 306 | Clearlake Capital Group, L.P. CRD 157920 | Santa Monica, CA | Private Fund Manager · Large ($10B–$100B) | $83.6B | 148 | 147 | 250 | 06/30/2026 | ☆ |
| 307 | Nationwide Fund Advisors CRD 109391 | Columbus, OH | Mutual Fund / Asset Manager · Large ($10B–$100B) | $83.1B | 129 | 129 | 129 | 02/12/2026 | ☆ |
| 308 | Global X Management Company Llc CRD 146932 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $83.0B | 146 | 135 | 146 | 03/30/2026 | ☆ |
| 309 | Nippon Life Global Investors Americas, Inc. CRD 156244 | New York, NY | Investment Adviser · Large ($10B–$100B) | $83.0B | 146 | 146 | 99 | 03/27/2026 | ☆ |
| 310 | Schroder Investment Management North America Ltd CRD 106585 | London | Mutual Fund / Asset Manager · Large ($10B–$100B) | $82.5B | 111 | 111 | 300 | 03/31/2026 | ☆ |
| 311 | Sequoia Capital Operations, Llc CRD 157373 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $82.2B | 60 | 60 | 168 | 07/17/2026 | ☆ |
| 312 | Park Avenue Institutional Advisers Llc CRD 175101 | New York, NY | Investment Adviser · Large ($10B–$100B) | $82.0B | 24 | 29 | 72 | 03/27/2026 | ☆ |
| 313 | Stonepeak Partners Lp CRD 159699 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $81.9B | 125 | 125 | 359 | 04/07/2026 | ☆ |
| 314 | Pzena Investment Management Llc CRD 106847 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $81.4B | 245 | 245 | 164 | 03/30/2026 | ☆ |
| 315 | Tcw Asset Management Company Llc CRD 105742 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $81.2B | 200 | 218 | 431 | 05/05/2026 | ☆ |
| 316 | Russell Investments Implementation Services, Llc CRD 329 | Seattle, WA | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $81.1B | 118 | 146 | 569 | 03/31/2026 | ☆ |
| 317 | Grantham Mayo Van Otterloo & Co Llc CRD 106220 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $81.0B | 170 | 170 | 365 | 05/11/2026 | ☆ |
| 318 | Strategic Partners Fund Solutions Advisors L.P. CRD 134009 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $80.4B | 75 | 75 | 113 | 06/11/2026 | ☆ |
| 319 | Galliard Capital Management, Llc CRD 106487 | Minneapolis, MN | Institutional / Pension Advisor · Large ($10B–$100B) | $80.3B | 188 | 264 | 89 | 03/20/2026 | ☆ |
| 320 | Blackstone Infrastructure Advisors L.L.C. CRD 289751 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $80.2B | 38 | 38 | 79 | 05/26/2026 | ☆ |
| 321 | Centerbridge Partners, L.P. CRD 157359 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $79.9B | 58 | 63 | 280 | 06/24/2026 | ☆ |
| 322 | Kestra Advisory Services, Llc CRD 283330 | Austin, TX | Wealth Manager · Large ($10B–$100B) | $79.8B | 117,403 | 192,439 | 1,359 | 07/20/2026 | ☆ |
| 323 | Lexington Partners L.P. CRD 147281 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $79.3B | 157 | 157 | 171 | 06/16/2026 | ☆ |
| 324 | Axa Investment Managers Us Inc CRD 113608 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $79.2B | 60 | 208 | 167 | 07/30/2026 | ☆ |
| 325 | Starwood Capital Group Management, L.L.C. CRD 110148 | Miami Beach, FL | Private Fund Manager · Large ($10B–$100B) | $79.2B | 258 | 258 | 439 | 03/31/2026 | ☆ |
| 326 | Cresset Asset Management, Llc CRD 288566 | Chicago, IL | Multi-Family Office · Large ($10B–$100B) | $78.9B | 4,911 | 32,894 | 496 | 05/21/2026 | ☆ |
| 327 | Metropolitan West Asset Management Llc CRD 104571 | Los Angeles, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $78.5B | 91 | 107 | 377 | 05/05/2026 | ☆ |
| 328 | Viking Global Investors Lp CRD 132272 | Stamford, CT | Private Fund Manager · Large ($10B–$100B) | $78.2B | 21 | 21 | 274 | 06/15/2026 | ☆ |
| 329 | Tiger Global Management, Llc CRD 160318 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $78.0B | 45 | 33 | 149 | 03/27/2026 | ☆ |
| 330 | Empower Capital Management, Llc CRD 107272 | Greenwood Village, CO | Mutual Fund / Asset Manager · Large ($10B–$100B) | $78.0B | 162 | 165 | 319 | 03/31/2026 | ☆ |
| 331 | Blackstone Property Advisors L.P. CRD 226598 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $77.4B | 116 | 88 | 575 | 03/30/2026 | ☆ |
| 332 | Truist Advisory Services, Inc. CRD 283390 | Atlanta, GA | Wealth Manager · Large ($10B–$100B) | $77.4B | 129,307 | 129,307 | 2,461 | 08/01/2026 | ☆ |
| 333 | Pinebridge Investments Llc CRD 285211 | New York, NY | Investment Adviser · Large ($10B–$100B) | $76.7B | 329 | 354 | 239 | 05/11/2026 | ☆ |
| 334 | Pgim Limited CRD 160005 | London | Investment Adviser · Large ($10B–$100B) | $76.5B | 274 | 276 | 299 | 03/27/2026 | ☆ |
| 335 | Sun Life Capital Management (U.S.) Llc CRD 109684 | Wellesley Hills, MA | Investment Adviser · Large ($10B–$100B) | $76.4B | 280 | 690 | 207 | 03/31/2026 | ☆ |
| 336 | Bain Capital Credit, Lp CRD 134852 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $76.3B | 185 | 185 | 682 | 07/28/2026 | ☆ |
| 337 | Alm First Financial Advisors Llc CRD 108561 | Dallas, TX | Investment Adviser · Large ($10B–$100B) | $76.2B | 162 | 189 | 23 | 03/30/2026 | ☆ |
| 338 | Invesco Asset Management (Japan) Limited CRD 107155 | Tokyo | Private Fund Manager · Large ($10B–$100B) | $76.1B | 170 | 190 | 116 | 03/31/2026 | ☆ |
| 339 | Oc Investment Management Lp CRD 314948 | Miami, FL | Private Fund Manager · Large ($10B–$100B) | $75.9B | 4 | 4 | 15 | 05/15/2026 | ☆ |
| 340 | N CRD 152254 | Private Fund Manager · Large ($10B–$100B) | $74.3B | 23 | 26 | 101 | 01/30/2026 | ☆ | |
| 341 | Brookfield Asset Management Pic Adviser (Private Equity), L.P. CRD 171207 | Toronto, Ontario | Private Fund Manager · Large ($10B–$100B) | $73.8B | 125 | 125 | 1,402 | 07/10/2026 | ☆ |
| 342 | Clarion Partners, Llc CRD 108803 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $73.7B | 36 | 45 | 321 | 02/27/2026 | ☆ |
| 343 | Jobs Peak Advisors, Llc CRD 286080 | Institutional / Pension Advisor · Large ($10B–$100B) | $73.6B | 3 | 1 | 03/17/2026 | ☆ | ||
| 344 | Rbc Rochdale, Llc CRD 117198 | New York, NY | Wealth Manager · Large ($10B–$100B) | $73.0B | 17,054 | 42,770 | 269 | 07/31/2026 | ☆ |
| 345 | Jpmorgan Funds Limited CRD 172045 | London | Private Fund Manager · Large ($10B–$100B) | $72.4B | 23 | 66 | 0 | 05/08/2026 | ☆ |
| 346 | H.I.G. Capital, Llc CRD 160711 | Miami, FL | Private Fund Manager · Large ($10B–$100B) | $72.3B | 191 | 194 | 1,039 | 03/31/2026 | ☆ |
| 347 | Goldman Sachs Asset Management Co., Ltd. CRD 283221 | Minato Ku, Tokyo | Private Fund Manager · Large ($10B–$100B) | $71.8B | 264 | 303 | 163 | 05/22/2026 | ☆ |
| 348 | World Investment Advisors, Llc CRD 208512 | Lincroft, NJ | Institutional / Pension Advisor · Large ($10B–$100B) | $71.6B | 23,021 | 35,849 | 615 | 03/31/2026 | ☆ |
| 349 | Caxton Associates Llp CRD 333153 | London | Private Fund Manager · Large ($10B–$100B) | $71.6B | 19 | 19 | 130 | 06/15/2026 | ☆ |
| 350 | Tiaa Cref Tuition Financing, Inc. CRD 108580 | New York, NY | Investment Adviser · Large ($10B–$100B) | $70.5B | 9 | 9 | 65 | 06/16/2026 | ☆ |