AUMdb

Investment advisers

44,499 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
3601 Merricks Capital Pty Ltd CRD 157533 Melbourne Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 8 10 45 04/01/2026 ☆
3602 Ethos Financial Group, Llc CRD 321748 King Of Prussia, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $2.1B 1,808 4,747 44 07/07/2026 ☆
3603 Financial Management Network Inc CRD 110454 Mission Viejo, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $2.1B 1,528 4,474 50 12/19/2025 ☆
3604 Tiverton Advisors, Llc CRD 305331 Raleigh, NC Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 9 9 41 03/31/2026 ☆
3605 Ram Realty Advisors Llc CRD 160238 Palm Beach Gardens, FL Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 8 8 54 04/30/2026 ☆
3606 Van Hulzen Asset Management, Llc CRD 116632 El Dorado Hills, CA Wealth Manager · Mid-sized ($1B–$10B) $2.1B 1,499 2,938 21 03/19/2026 ☆
3607 Coastedge Partners, Llc CRD 149685 San Diego, CA Multi-Family Office · Mid-sized ($1B–$10B) $2.1B 183 1,266 16 03/27/2026 ☆
3608 Fairholme Capital Management, L.L.C. CRD 107987 South Miami, FL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.1B 81 81 7 03/27/2026 ☆
3609 Nexphase Capital, Lp CRD 281893 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 16 16 31 03/27/2026 ☆
3610 Rp Management, Llc CRD 161569 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 7 7 2 03/31/2026 ☆
3611 Kintegral Advisory, Llc CRD 164160 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 15 66 11 03/23/2026 ☆
3612 Nfc Investments, Llc CRD 132844 Memphis, TN Investment Adviser · Mid-sized ($1B–$10B) $2.1B 157 164 9 02/06/2026 ☆
3613 Pinnacle Wealth Planning Services, Inc. CRD 106817 Mansfield, OH Wealth Manager · Mid-sized ($1B–$10B) $2.1B 1,088 3,994 35 07/27/2026 ☆
3614 Intermede Global Partners Inc CRD 288616 San Francisco, CA Investment Adviser · Mid-sized ($1B–$10B) $2.1B 1 4 05/27/2026 ☆
3615 Next Capital Management Llc CRD 110793 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $2.1B 320 2,332 23 01/31/2026 ☆
3616 Fernbridge Capital Management Lp CRD 309334 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 3 3 11 03/26/2026 ☆
3617 Gmo Singapore Pte. Limited CRD 169321 Singapore Investment Adviser · Mid-sized ($1B–$10B) $2.1B 40 40 15 03/31/2026 ☆
3618 Lawley Retirement Advisors, Llc CRD 282786 Buffalo, NY Insurance-Affiliated · Mid-sized ($1B–$10B) $2.1B 161 178 12 07/08/2026 ☆
3619 Orleans Capital Management Corp CRD 111359 Mandeville, LA Investment Adviser · Mid-sized ($1B–$10B) $2.1B 105 213 12 03/24/2026 ☆
3620 Roundview Capital, Llc CRD 148083 Princeton, NJ Wealth Manager · Mid-sized ($1B–$10B) $2.1B 565 1,911 13 05/19/2026 ☆
3621 Sir Capital Management L.P. CRD 161096 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 10 10 17 03/31/2026 ☆
3622 Sparx Asset Management Korea Co., Ltd. CRD 338393 Seoul Investment Adviser · Mid-sized ($1B–$10B) $2.1B 6 14 23 06/29/2026 ☆
3623 Doubleline Etf Adviser Lp CRD 317415 Tampa, FL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.1B 9 9 259 03/31/2026 ☆
3624 Okabena Investment Services Inc CRD 111162 Minneapolis, MN Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 148 383 18 03/27/2026 ☆
3625 Tower Arch Capital, L.P. CRD 169057 Draper, UT Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 7 7 24 03/31/2026 ☆
3626 Enlightenment Capital, Llc CRD 166422 Chevy Chase, MD Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 16 16 18 04/24/2026 ☆
3627 Westview Capital Management Llc CRD 157839 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 3 3 20 03/31/2026 ☆
3628 Velocity Capital Advisors Llc CRD 322722 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $2.1B 1 3 13 05/12/2026 ☆
3629 Suncoast Equity Management, Llc CRD 108289 Tampa, FL Wealth Manager · Mid-sized ($1B–$10B) $2.1B 870 1,951 12 03/25/2026 ☆
3630 Blue Swell Asset Management Private Limited CRD 297731 Singapore Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 7 7 9 04/17/2026 ☆
3631 New England Retirement Consultants, Llc CRD 141573 Boston, MA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.1B 14 14 3 02/27/2026 ☆
3632 Pfg Investments, Llc CRD 116537 Woodbury, NY Wealth Manager · Mid-sized ($1B–$10B) $2.1B 6,470 6,470 161 02/27/2026 ☆
3633 Distillate Capital Partners Llc CRD 297521 Chicago, IL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.1B 4 5 4 02/02/2026 ☆
3634 Greylion Partners Lp CRD 308336 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 9 9 22 03/26/2026 ☆
3635 American Capital Management Inc CRD 110861 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $2.1B 333 498 15 06/30/2026 ☆
3636 N CRD 109227 Wealth Manager · Mid-sized ($1B–$10B) $2.1B 431 1,263 19 07/11/2025 ☆
3637 Gerchen Capital Management, Llc CRD 316524 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 17 22 23 07/02/2026 ☆
3638 Elser Financial Planning, Inc. CRD 143311 Indianapolis, IN Wealth Manager · Mid-sized ($1B–$10B) $2.1B 584 1,643 15 03/06/2026 ☆
3639 Transamerica Financial Advisors, Llc CRD 16164 Philadelphia, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $2.1B 42,735 42,735 991 03/31/2026 ☆
3640 Fiduciary Advisors, Inc. CRD 108239 St. Louis, MO Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.1B 143 431 4 03/19/2026 ☆
3641 The Wealth Alliance, Llc CRD 305052 Melville, NY Insurance-Affiliated · Mid-sized ($1B–$10B) $2.1B 1,232 4,620 29 07/16/2026 ☆
3642 Navy Federal Investment Services, Llc CRD 138459 Vienna, VA Insurance-Affiliated · Mid-sized ($1B–$10B) $2.1B 7,424 8,783 206 05/19/2026 ☆
3643 Blue Grotto Capital, Llc CRD 299869 Atlanta, GA Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $2.1B 7 7 6 03/20/2026 ☆
3644 Ameraudi Asset Management, Inc. CRD 119854 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $2.1B 968 1,339 15 03/26/2026 ☆
3645 Long Ridge Capital Management Lp CRD 163730 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 14 14 27 03/27/2026 ☆
3646 Quadrant Private Wealth Management, Llc CRD 277044 Center Valley, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $2.1B 883 3,076 19 04/01/2026 ☆
3647 Alpine Associates Management Inc. CRD 138901 Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 11 11 26 03/26/2026 ☆
3648 Ascentis Independent Advisors, Llc CRD 322879 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $2.1B 2,815 7,464 43 07/13/2026 ☆
3649 N CRD 27913 Wealth Manager · Mid-sized ($1B–$10B) $2.1B 3,641 5,799 85 04/08/2025 ☆
3650 Sundance Bay Investment Manager, Llc CRD 301868 Salt Lake City, UT Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 8 8 69 03/31/2026 ☆