AUMdb

Investment advisers

44,499 firms from SEC Form ADV filings

Advanced market filters Pro · unlock

Profiles and source records remain public on every plan.

Save, monitor & export with Pro
#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
4051 Parkman Healthcare Partners Llc CRD 300701 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 7 7 12 03/27/2026 ☆
4052 Financial Security Advisory Inc CRD 110746 Virginia Beach, VA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.7B 3,141 3,141 43 03/19/2026 ☆
4053 Swift Creek Real Estate Partners Llc CRD 329614 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 7 7 13 06/09/2026 ☆
4054 Amplius Wealth Advisors, Llc CRD 312463 Blue Bell, PA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 781 2,847 13 07/14/2026 ☆
4055 Nextech Ventures (Us) Llc CRD 316683 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 4 4 8 03/30/2026 ☆
4056 Rice Hall James & Associates Llc CRD 125410 San Diego, CA Investment Adviser · Mid-sized ($1B–$10B) $1.7B 249 249 23 05/06/2026 ☆
4057 Accumulus Capital Management, Llc CRD 160501 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 7 7 10 02/26/2026 ☆
4058 Equus Capital Partners, Ltd. CRD 158719 Newtown Square, PA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 9 9 133 03/30/2026 ☆
4059 Bcpc Advisors, Lp CRD 327851 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $1.7B 1 1 682 03/31/2026 ☆
4060 Latash Investments, Llc CRD 128012 Anchorage, AK Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.7B 7 7 8 03/30/2026 ☆
4061 Steele Creek Investment Management Llc CRD 170209 Charlotte, NC Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 11 11 12 03/24/2026 ☆
4062 Meridian Wealth Advisors, Llc CRD 282609 Austin, TX Wealth Manager · Mid-sized ($1B–$10B) $1.7B 336 1,539 12 04/30/2026 ☆
4063 Wbh Advisory, Inc. CRD 105289 Baltimore, MD Wealth Manager · Mid-sized ($1B–$10B) $1.7B 746 2,335 16 04/30/2026 ☆
4064 Amity Ventures, Llc CRD 290313 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 41 41 10 03/30/2026 ☆
4065 Assured Healthcare Partners Llc CRD 311479 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 10 10 24 03/20/2026 ☆
4066 N CRD 20626 Wealth Manager · Mid-sized ($1B–$10B) $1.7B 3,473 4,697 217 10/30/2025 ☆
4067 Center Rock Capital Partners, Lp CRD 291521 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 8 8 18 03/31/2026 ☆
4068 Feldman, Ingardona & Co. CRD 29449 Downers Grove, IL Wealth Manager · Mid-sized ($1B–$10B) $1.7B 182 188 6 09/16/2025 ☆
4069 Msc Adviser I, Llc CRD 169939 Houston, TX Investment Adviser · Mid-sized ($1B–$10B) $1.7B 3 3 116 03/31/2026 ☆
4070 Long Path Partners, Lp CRD 299053 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 23 23 16 05/21/2026 ☆
4071 Rw Investment Management Llc CRD 282707 Eagle, ID Wealth Manager · Mid-sized ($1B–$10B) $1.7B 796 2,377 20 03/11/2026 ☆
4072 Commonwealth Credit Advisors, Llc CRD 312541 West Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 2 2 150 03/31/2026 ☆
4073 Wny Asset Management, Llc CRD 153872 Williamsville, NY Wealth Manager · Mid-sized ($1B–$10B) $1.7B 3,260 3,256 35 03/19/2026 ☆
4074 Annis Gardner Whiting Capital Advisors Llc CRD 150570 Tampa, FL Multi-Family Office · Mid-sized ($1B–$10B) $1.7B 142 2,044 21 03/13/2026 ☆
4075 Ally Invest Advisors Inc CRD 170301 Charlotte, NC Wealth Manager · Mid-sized ($1B–$10B) $1.7B 83,199 79,536 8 04/01/2026 ☆
4076 Engine Capital Management, Lp CRD 168315 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 8 8 7 05/05/2026 ☆
4077 Liberty Wealth Management, Llc CRD 286001 Oakland, CA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 1,554 4,338 43 07/20/2026 ☆
4078 Perry Creek Capital Lp CRD 172376 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 5 5 7 03/26/2026 ☆
4079 Galaxy Digital Capital Management Lp CRD 293908 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 26 26 61 07/01/2026 ☆
4080 Catalyst Financial Partners Llc CRD 299335 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 355 1,373 12 04/20/2026 ☆
4081 Advisorshares Investments, Llc CRD 149782 Bethesda, MD Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.7B 18 18 11 03/12/2026 ☆
4082 Guidepost Growth Equity Management Company, L.P. CRD 161579 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 5 5 23 03/27/2026 ☆
4083 Wexford Capital Lp CRD 108726 West Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 16 16 39 05/20/2026 ☆
4084 Stafford Capital Partners Inc. CRD 171419 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 21 24 15 09/25/2025 ☆
4085 Rk Capital Management, Llc CRD 314175 Weston, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 3 4 9 03/30/2026 ☆
4086 Novem Group CRD 158964 Rochester, NY Wealth Manager · Mid-sized ($1B–$10B) $1.7B 3,653 5,571 52 02/27/2026 ☆
4087 Princeton Equity Advisors, Lp CRD 310405 Princeton, NJ Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 8 8 25 03/30/2026 ☆
4088 Slate Advisory Service (Us) Llc CRD 310404 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 8 11 80 03/31/2026 ☆
4089 Gcw Partners Llp CRD 292793 London Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 11 15 6 06/25/2026 ☆
4090 Delegate Advisors, Llc CRD 159953 Chapel Hill, NC Multi-Family Office · Mid-sized ($1B–$10B) $1.7B 51 1,331 13 03/25/2026 ☆
4091 Omega Fund Management, Llc CRD 157753 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 5 5 21 03/26/2026 ☆
4092 Argent Advisors, Inc. CRD 112028 Ruston, LA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 1,499 2,888 27 03/24/2026 ☆
4093 Invictus Private Wealth, Llc CRD 317727 Wealth Manager · Mid-sized ($1B–$10B) $1.7B 485 1,754 6 03/02/2026 ☆
4094 Colbeck Capital Management, Llc CRD 282406 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 18 18 20 03/31/2026 ☆
4095 Broadwood Capital, Inc CRD 159286 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 2 1 6 03/31/2026 ☆
4096 Clarkston Capital Partners, Llc CRD 143456 Rochester, MI Investment Adviser · Mid-sized ($1B–$10B) $1.7B 142 347 21 07/29/2026 ☆
4097 Accurate Wealth Management, Llc CRD 298137 Wesley Chapel, FL Wealth Manager · Mid-sized ($1B–$10B) $1.7B 2,612 2,612 47 07/31/2026 ☆
4098 Housatonic Management Company, Inc. CRD 157618 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 13 13 16 03/23/2026 ☆
4099 Quest Investment Management, Llc CRD 110640 Lake Oswego, OR Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.7B 125 125 9 03/05/2026 ☆
4100 Linse Capital Llc CRD 289222 San Juan, PR Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 18 18 5 07/30/2026 ☆