AUMdb

Investment advisers

44,499 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
4201 Penobscot Investment Management Company, Inc. CRD 105060 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 562 845 14 05/18/2026 ☆
4202 Forgelight Llc CRD 307944 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 6 6 5 03/31/2026 ☆
4203 Provenio Capital Management Llc CRD 333009 Newport Beach, CA Multi-Family Office · Mid-sized ($1B–$10B) $1.6B 128 132 11 07/21/2026 ☆
4204 Zweig Dimenna Associates Llc CRD 161385 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 6 6 31 04/29/2026 ☆
4205 Tom Johnson Investment Management, Llc CRD 104511 Oklahoma City, OK Wealth Manager · Mid-sized ($1B–$10B) $1.6B 5,631 5,631 11 04/28/2026 ☆
4206 N CRD 147129 Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,522 1,730 27 06/25/2026 ☆
4207 Rodgers & Associates, Llc CRD 121700 Lancaster, PA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 997 3,544 21 03/30/2026 ☆
4208 Shellback Capital, Lp CRD 169642 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 3 3 10 03/12/2026 ☆
4209 Karpreilly, Llc CRD 161169 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 7 7 18 05/04/2026 ☆
4210 Wealhouse Capital Limited Partnership CRD 282931 Toronto, Ontario Wealth Manager · Mid-sized ($1B–$10B) $1.6B 10 12 16 02/24/2026 ☆
4211 Fs Fund Advisor, Llc CRD 286673 Philadelphia, PA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.6B 1 1 118 03/25/2026 ☆
4212 Trivium Point Advisory, Llc CRD 292182 Wilton, CT Wealth Manager · Mid-sized ($1B–$10B) $1.6B 850 2,348 38 03/06/2026 ☆
4213 Deschutes Portfolio Strategy, Llc CRD 155424 Portland, OR Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.6B 358 769 11 07/24/2026 ☆
4214 Third Avenue Management Llc CRD 107545 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.6B 17 17 19 03/27/2026 ☆
4215 Telos Capital Management, Inc. CRD 149108 San Diego, CA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 956 2,471 19 05/01/2026 ☆
4216 Intrepid Capital Management Inc CRD 108516 Jacksonville Beach, FL Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 671 673 16 05/07/2026 ☆
4217 L. Roy Papp & Associates, Llp CRD 105130 Phoenix, AZ Wealth Manager · Mid-sized ($1B–$10B) $1.6B 576 1,847 10 05/27/2026 ☆
4218 Tacora Capital Management, Lp CRD 316585 Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 5 5 10 03/31/2026 ☆
4219 Pasadena Private Wealth, Llc CRD 295178 Pasadena, CA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 524 2,124 19 07/21/2026 ☆
4220 The Nemes Rush Group, Llc CRD 312554 Novi, MI Wealth Manager · Mid-sized ($1B–$10B) $1.6B 881 3,041 17 03/25/2026 ☆
4221 Bloom Advisors, Inc. CRD 106152 Farmington Hills, MI Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,166 1,166 21 04/01/2026 ☆
4222 Isc Advisors, Inc. CRD 166586 Dallas, TX Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.6B 1,928 1,928 30 07/09/2026 ☆
4223 Islandbridge Capital Limited CRD 312174 London, Greater London Multi-Family Office · Mid-sized ($1B–$10B) $1.6B 22 28 16 03/25/2026 ☆
4224 Fortis Capital Advisors, Llc CRD 309709 Prairie Village, KS Wealth Manager · Mid-sized ($1B–$10B) $1.6B 2,171 4,475 68 06/04/2026 ☆
4225 Eurazeo North America, Inc. CRD 300444 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.6B 2 2 12 03/31/2026 ☆
4226 Columbus Hill Capital Management, L.P. CRD 158336 Short Hills, NJ Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 6 6 18 03/30/2026 ☆
4227 Satori Capital, Llc CRD 161829 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 15 15 33 06/23/2026 ☆
4228 Unison Investment Management, Llc CRD 150893 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 3 3 12 03/26/2026 ☆
4229 Hayfin Capital Management Llc CRD 157131 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 7 7 33 03/30/2026 ☆
4230 Sierra Capital Llc CRD 110129 Miami, FL Multi-Family Office · Mid-sized ($1B–$10B) $1.6B 76 435 8 06/11/2026 ☆
4231 Teewinot Capital Advisers, L.L.C. CRD 138757 Norwalk, CT Investment Adviser · Mid-sized ($1B–$10B) $1.6B 8 8 9 06/24/2026 ☆
4232 Sone Capital Management, Llc CRD 331656 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 9 9 11 03/26/2026 ☆
4233 Atlantic Street Capital Management, Llc CRD 161107 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 5 5 18 03/31/2026 ☆
4234 Leste Capital Partners (Florida), Llc CRD 285179 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 57 57 19 07/08/2026 ☆
4235 Global Strategic Investment Solutions, Llc CRD 175300 Scottsdale, AZ Multi-Family Office · Mid-sized ($1B–$10B) $1.6B 129 401 7 04/01/2026 ☆
4236 Momentum Independent Network Inc. CRD 17587 Dallas, TX Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 2,879 4,721 97 03/30/2026 ☆
4237 The Gleason Group, Inc. CRD 175104 Prospect, KY Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 276 1,109 11 06/15/2026 ☆
4238 Nbt Capital Management, Inc. CRD 104932 Norwich, NY Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.6B 786 1,308 15 06/04/2026 ☆
4239 Activant Capital Group Llc CRD 173856 Darien, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 18 18 18 03/31/2026 ☆
4240 Fc Capital Management Llc CRD 161220 Charlotte, NC Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 7 7 19 03/31/2026 ☆
4241 Buchanan Street Partners, L.P. CRD 169052 Newport Beach, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 22 25 29 03/31/2026 ☆
4242 Rotunda Capital Partners, Llc CRD 290282 Bethesda, MD Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 12 12 31 03/27/2026 ☆
4243 Bouchey Financial Group Ltd CRD 111824 Troy, NY Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,225 3,359 21 03/27/2026 ☆
4244 Silverarc Capital Management, Llc CRD 304220 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 4 7 9 03/30/2026 ☆
4245 Financial Plan, Inc. CRD 116073 Bellingham, WA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 924 4,049 12 03/16/2026 ☆
4246 Tanager Wealth Management Llp CRD 166084 London Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,052 3,161 47 07/22/2026 ☆
4247 Creation Investments Capital Management, Llc CRD 171581 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 17 17 21 03/30/2026 ☆
4248 Linden Global Strategies Llc CRD 159667 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.6B 175 288 8 03/06/2026 ☆
4249 N.E.W. Advisory Services, Llc CRD 290405 De Pere, WI Wealth Manager · Mid-sized ($1B–$10B) $1.6B 4,862 9,375 23 03/31/2026 ☆
4250 Naviter Wealth, Llc CRD 311508 Little Rock, AR Wealth Manager · Mid-sized ($1B–$10B) $1.6B 308 967 15 05/21/2026 ☆