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 |
|---|---|---|---|---|---|---|---|---|---|
| 351 | Blackstone Asset Based Finance Advisors Lp CRD 120934 | New York, NY | Investment Adviser · Large ($10B–$100B) | $70.4B | 113 | 113 | 677 | 07/30/2026 | ☆ |
| 352 | Adage Capital Management, L.P. CRD 160679 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $70.4B | 1 | 1 | 62 | 03/25/2026 | ☆ |
| 353 | Blackrock (Singapore) Limited CRD 164594 | Singapore | Private Fund Manager · Large ($10B–$100B) | $70.3B | 58 | 469 | 236 | 06/17/2026 | ☆ |
| 354 | Meeder Public Funds, Inc. CRD 106816 | Dublin, OH | Investment Adviser · Large ($10B–$100B) | $70.2B | 582 | 954 | 77 | 06/24/2026 | ☆ |
| 355 | Goldentree Asset Management Lp CRD 112753 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $70.1B | 161 | 161 | 320 | 06/11/2026 | ☆ |
| 356 | Blackstone Real Estate Special Situations Advisors L.L.C. CRD 146043 | New York, NY | Investment Adviser · Large ($10B–$100B) | $69.8B | 70 | 97 | 255 | 03/30/2026 | ☆ |
| 357 | Betterment Llc CRD 149117 | New York, NY | Wealth Manager · Large ($10B–$100B) | $69.5B | 1,022,488 | 1,344,483 | 794 | 07/31/2026 | ☆ |
| 358 | Sterling Capital Management Llc CRD 135405 | Charlotte, NC | Investment Adviser · Large ($10B–$100B) | $69.2B | 3,508 | 3,508 | 186 | 07/15/2026 | ☆ |
| 359 | Fulcrum Asset Management Llp CRD 137661 | London | Private Fund Manager · Large ($10B–$100B) | $69.1B | 26 | 26 | 101 | 03/31/2026 | ☆ |
| 360 | Russell Investment Management, Llc CRD 105734 | Seattle, WA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $68.6B | 72 | 6,599 | 569 | 04/01/2026 | ☆ |
| 361 | John Hancock Variable Trust Advisers Llc CRD 16009 | Boston, MA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $68.6B | 50 | 50 | 192 | 03/25/2026 | ☆ |
| 362 | Carlyle Global Credit Investment Management L.L.C. CRD 162053 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $68.4B | 155 | 155 | 382 | 07/15/2026 | ☆ |
| 363 | Jupiter Asset Management Limited CRD 306863 | London | Private Fund Manager · Large ($10B–$100B) | $68.2B | 98 | 98 | 408 | 03/31/2026 | ☆ |
| 364 | Ahl Partners Llp CRD 167882 | London | Private Fund Manager · Large ($10B–$100B) | $68.0B | 132 | 132 | 144 | 06/30/2026 | ☆ |
| 365 | Blue Owl Real Estate Capital Llc CRD 165132 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $67.9B | 91 | 91 | 130 | 05/22/2026 | ☆ |
| 366 | Cibc Private Wealth Advisors, Inc. CRD 109644 | Chicago, IL | Wealth Manager · Large ($10B–$100B) | $67.8B | 9,236 | 29,019 | 610 | 06/22/2026 | ☆ |
| 367 | Harbor Capital Advisors, Inc. CRD 113042 | Chicago, IL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $67.6B | 27 | 15 | 240 | 03/16/2026 | ☆ |
| 368 | Stone Point Capital Llc CRD 156521 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $67.6B | 59 | 59 | 121 | 03/31/2026 | ☆ |
| 369 | Blackrock Capital Investment Advisors, Llc CRD 290336 | Wilmington, DE | Private Fund Manager · Large ($10B–$100B) | $66.9B | 151 | 173 | 39 | 07/24/2026 | ☆ |
| 370 | Walter Scott & Partners Limited CRD 112161 | Edinburgh | Investment Adviser · Large ($10B–$100B) | $66.7B | 171 | 171 | 162 | 03/30/2026 | ☆ |
| 371 | Adams Street Partners, Llc CRD 109358 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $66.5B | 373 | 405 | 318 | 06/17/2026 | ☆ |
| 372 | Brookfield Public Securities Group Llc CRD 110497 | New York, NY | Investment Adviser · Large ($10B–$100B) | $66.5B | 428 | 92 | 90 | 06/30/2026 | ☆ |
| 373 | Transamerica Asset Management, Inc. CRD 107376 | Denver, CO | Mutual Fund / Asset Manager · Large ($10B–$100B) | $65.9B | 119 | 119 | 53 | 05/06/2026 | ☆ |
| 374 | William Blair Investment Management, Llc CRD 173961 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $65.6B | 682 | 682 | 388 | 04/09/2026 | ☆ |
| 375 | Brandywine Global Investment Management, Llc CRD 110783 | Philadelphia, PA | Investment Adviser · Large ($10B–$100B) | $65.4B | 977 | 977 | 157 | 07/01/2026 | ☆ |
| 376 | Alan D Biller & Associates, Inc. CRD 105283 | Menlo Park, CA | Institutional / Pension Advisor · Large ($10B–$100B) | $65.1B | 51 | 52 | 51 | 01/26/2026 | ☆ |
| 377 | Blue Owl Credit Advisors Llc CRD 282575 | New York, NY | Investment Adviser · Large ($10B–$100B) | $64.9B | 26 | 26 | 250 | 03/31/2026 | ☆ |
| 378 | Orion Portfolio Solutions, Llc CRD 107975 | Omaha, NE | Wealth Manager · Large ($10B–$100B) | $64.8B | 187,975 | 276,041 | 305 | 07/31/2026 | ☆ |
| 379 | Glg Partners Lp CRD 163016 | London | Private Fund Manager · Large ($10B–$100B) | $64.5B | 84 | 84 | 82 | 06/17/2026 | ☆ |
| 380 | William Blair & Company L.L.C. CRD 1252 | Chicago, IL | Insurance-Affiliated · Large ($10B–$100B) | $64.3B | 38,171 | 39,781 | 492 | 03/31/2026 | ☆ |
| 381 | Bayview Asset Management, Llc CRD 157053 | Coral Gables, FL | Private Fund Manager · Large ($10B–$100B) | $64.2B | 57 | 59 | 556 | 05/05/2026 | ☆ |
| 382 | Towers Watson Investment Services, Inc. CRD 110473 | Chicago, IL | Institutional / Pension Advisor · Large ($10B–$100B) | $62.7B | 107 | 138 | 239 | 07/30/2026 | ☆ |
| 383 | Causeway Capital Management Llc CRD 113308 | Los Angeles, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $62.2B | 1,562 | 565 | 103 | 03/23/2026 | ☆ |
| 384 | Cvc Credit Partners, Llc CRD 138528 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $61.6B | 121 | 131 | 153 | 05/29/2026 | ☆ |
| 385 | Digitalbridge Investment Management, Llc CRD 290954 | Boca Raton, FL | Private Fund Manager · Large ($10B–$100B) | $61.1B | 86 | 86 | 285 | 06/30/2026 | ☆ |
| 386 | Quantinno Capital Management Lp CRD 298733 | New York, NY | Wealth Manager · Large ($10B–$100B) | $60.9B | 8,264 | 8,264 | 53 | 03/31/2026 | ☆ |
| 387 | Eagle Asset Management Inc CRD 110653 | St. Petersburg, FL | Investment Adviser · Large ($10B–$100B) | $60.7B | 79,272 | 79,272 | 77 | 06/02/2026 | ☆ |
| 388 | I Squared Capital Advisors (Us) Llc CRD 168339 | Miami, FL | Private Fund Manager · Large ($10B–$100B) | $60.1B | 76 | 76 | 331 | 03/28/2026 | ☆ |
| 389 | American Beacon Advisors, Inc. CRD 105552 | Irving, TX | Investment Adviser · Large ($10B–$100B) | $59.9B | 11 | 65 | 121 | 03/26/2026 | ☆ |
| 390 | Lgt Capital Partners (Usa) Inc. CRD 160437 | New York, NY | Investment Adviser · Large ($10B–$100B) | $59.8B | 2 | 168 | 78 | 04/22/2026 | ☆ |
| 391 | Mio Partners, Inc. CRD 108637 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $59.6B | 1,050 | 75 | 287 | 03/30/2026 | ☆ |
| 392 | Voya Investments, Llc CRD 111091 | Scottsdale, AZ | Mutual Fund / Asset Manager · Large ($10B–$100B) | $59.5B | 107 | 107 | 104 | 03/31/2026 | ☆ |
| 393 | Valor Management Llc CRD 160014 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $59.3B | 57 | 57 | 104 | 04/29/2026 | ☆ |
| 394 | Newton Investment Management North America Llc CRD 312937 | Boston, MA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $59.2B | 160 | 160 | 88 | 05/29/2026 | ☆ |
| 395 | Barrow, Hanley, Mewhinney & Strauss, Llc CRD 105519 | Dallas, TX | Investment Adviser · Large ($10B–$100B) | $59.0B | 154 | 272 | 94 | 03/26/2026 | ☆ |
| 396 | Marshall Wace North America L.P. CRD 135902 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $58.9B | 16 | 16 | 184 | 07/30/2026 | ☆ |
| 397 | Blackstone Private Credit Strategies Llc CRD 327208 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $57.9B | 95 | 96 | 753 | 07/30/2026 | ☆ |
| 398 | Alpinvest Us Holdings, Llc CRD 328458 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $57.7B | 136 | 136 | 289 | 07/16/2026 | ☆ |
| 399 | Man Solutions Limited CRD 108899 | London | Private Fund Manager · Large ($10B–$100B) | $57.5B | 102 | 103 | 59 | 06/17/2026 | ☆ |
| 400 | Brown Brothers Harriman Credit Partners, Llc CRD 338189 | New York, NY | Investment Adviser · Large ($10B–$100B) | $57.4B | 64 | 75 | 51 | 04/30/2026 | ☆ |