AUMdb

Investment advisers

44,499 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
3951 Azzad Asset Management, Inc. CRD 111291 Falls Church, VA Wealth Manager · Mid-sized ($1B–$10B) $1.8B 1,543 18,098 18 01/30/2026 ☆
3952 Silver Oak Services Partners,Llc CRD 160904 Evanston, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 8 8 25 06/03/2026 ☆
3953 Impactive Capital Lp CRD 299445 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 5 5 11 03/26/2026 ☆
3954 Coalesce Capital Management Llc CRD 324179 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 10 10 23 03/30/2026 ☆
3955 Old Orchard Capital Management Lp CRD 170641 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 5 9 19 03/30/2026 ☆
3956 Independence Square Holdings, Llc CRD 300139 King Of Prussia, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.8B 2,648 2,648 37 03/06/2026 ☆
3957 A&M Private Wealth Partners, Llc CRD 331478 West Palm Beach, FL Wealth Manager · Mid-sized ($1B–$10B) $1.8B 43 250 28 03/24/2026 ☆
3958 The Molpus Woodlands Group, Llc CRD 114575 Ridgeland, MS Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 9 9 112 07/28/2026 ☆
3959 Aristotle Capital Boston, Llc CRD 173198 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 94 95 9 03/20/2026 ☆
3960 Cloverlay Investment Management, Llc CRD 277170 Conshohocken, PA Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 13 13 18 07/20/2026 ☆
3961 White Oak Partners Investment Advisor, Llc CRD 157766 Westerville, OH Investment Adviser · Mid-sized ($1B–$10B) $1.8B 9 8 8 03/19/2026 ☆
3962 D2 Asset Management, Lp CRD 331542 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 4 4 34 05/01/2026 ☆
3963 Helix Partners Management Lp CRD 325120 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 2 2 14 03/26/2026 ☆
3964 Berman Mcaleer, Llc CRD 332906 Timonium, MD Insurance-Affiliated · Mid-sized ($1B–$10B) $1.8B 649 2,467 29 03/03/2026 ☆
3965 Cacti Asset Management, Llc CRD 156131 Investment Adviser · Mid-sized ($1B–$10B) $1.8B 43 63 1 01/17/2026 ☆
3966 Heitman Real Estate Securities Llc CRD 107134 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $1.8B 23 27 141 03/27/2026 ☆
3967 Gordian Capital Japan Limited CRD 309108 Tokyo Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 7 11 23 03/30/2026 ☆
3968 Ridgewood Infrastructure, Llc CRD 291736 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 9 9 17 03/30/2026 ☆
3969 Parafi Capital Lp CRD 294670 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 15 15 21 03/31/2026 ☆
3970 Strategic Investment Advisors, Llc CRD 151501 Novi, MI Wealth Manager · Mid-sized ($1B–$10B) $1.8B 2,066 11,760 16 06/19/2026 ☆
3971 View Capital Ria, Lp CRD 130678 Dallas, TX Insurance-Affiliated · Mid-sized ($1B–$10B) $1.8B 141 141 18 03/30/2026 ☆
3972 Cion Investment Management, Llc CRD 160386 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.8B 1 1 27 03/27/2026 ☆
3973 Crescent Cap Advisors, Llc CRD 175430 Los Angeles, CA Investment Adviser · Mid-sized ($1B–$10B) $1.8B 1 1 0 03/30/2026 ☆
3974 Nova Infrastructure Management, Llc CRD 304510 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 10 10 19 03/30/2026 ☆
3975 Financial Synergies Wealth Advisors, Inc. CRD 105643 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $1.8B 928 928 21 06/24/2026 ☆
3976 Argentic Investment Management Llc CRD 289502 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 9 3 70 03/30/2026 ☆
3977 Baillie Gifford International Llc CRD 305849 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 7 9 21 06/29/2026 ☆
3978 Versant Capital Management, Inc. CRD 131692 Phoenix, AZ Wealth Manager · Mid-sized ($1B–$10B) $1.8B 521 1,678 26 03/31/2026 ☆
3979 One Way Holdings Llc CRD 315934 Flower Mound, TX Wealth Manager · Mid-sized ($1B–$10B) $1.8B 1,082 4,052 38 03/18/2026 ☆
3980 O2 Investment Partners, L.P. CRD 291435 Bloomfield Hills, MI Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 13 13 30 04/29/2026 ☆
3981 Kainos Capital Lp CRD 165607 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 10 11 25 04/09/2026 ☆
3982 Grand Alliance Asset Management Ltd. CRD 307801 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 7 7 44 09/25/2025 ☆
3983 Select Money Management, Inc. CRD 153256 Los Angeles, CA Wealth Manager · Mid-sized ($1B–$10B) $1.8B 1,031 2,627 8 03/31/2026 ☆
3984 Core Industrial Partners, Llc CRD 293334 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 8 8 40 03/23/2026 ☆
3985 Sloy, Dahl & Holst, Llc CRD 110102 Vancouver, WA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.8B 526 1,086 6 05/06/2026 ☆
3986 Young Richard C & Co Ltd CRD 105866 Newport, RI Wealth Manager · Mid-sized ($1B–$10B) $1.8B 813 2,042 14 03/25/2026 ☆
3987 Needham Investment Management, Llc CRD 106783 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.8B 5 5 11 03/30/2026 ☆
3988 Lgt Wealth Management Us Limited CRD 164190 London Wealth Manager · Mid-sized ($1B–$10B) $1.8B 1,334 2,018 25 03/25/2026 ☆
3989 Summit Financial Wealth Advisors, Llc CRD 171278 Lafayette, LA Wealth Manager · Mid-sized ($1B–$10B) $1.8B 1,265 3,011 22 07/29/2026 ☆
3990 L.J. Altfest & Co., Inc. CRD 110130 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.8B 695 3,139 42 03/04/2026 ☆
3991 U.S. Bancorp Advisors, Llc CRD 14455 Saint Paul, MN Insurance-Affiliated · Mid-sized ($1B–$10B) $1.8B 3,343 3,992 379 07/31/2026 ☆
3992 Tensile Capital Management Lp CRD 164161 Larkspur, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 6 6 11 07/31/2026 ☆
3993 Safford Nicholas H & Co Inc CRD 104740 Rockport, MA Multi-Family Office · Mid-sized ($1B–$10B) $1.8B 155 155 8 03/30/2026 ☆
3994 Hoisington Investment Management Co CRD 107710 Austin, TX Investment Adviser · Mid-sized ($1B–$10B) $1.8B 8 14 9 03/25/2026 ☆
3995 Eos Real Estate Investors Llc CRD 290205 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 39 39 26 06/18/2026 ☆
3996 Morgan Creek Capital Management, Llc CRD 138401 Chapel Hill, NC Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 55 55 29 03/31/2026 ☆
3997 Blueprint Capital Advisors Llc CRD 282327 Short Hills, NJ Investment Adviser · Mid-sized ($1B–$10B) $1.8B 9 9 8 03/31/2026 ☆
3998 Mitchell Sinkler & Starr Inc CRD 106460 Philadelphia, PA Wealth Manager · Mid-sized ($1B–$10B) $1.8B 247 607 9 03/23/2026 ☆
3999 Metropolitan Partners Group Management, Llc CRD 289048 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 23 23 51 05/15/2026 ☆
4000 Monogram Capital Management, L.P. CRD 290197 Beverly Hills, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.8B 29 29 11 06/02/2026 ☆