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 |
|---|---|---|---|---|---|---|---|---|---|
| 401 | Ieq Capital, Llc CRD 301819 | Foster City, CA | Multi-Family Office · Large ($10B–$100B) | $56.8B | 2,309 | 2,309 | 266 | 06/09/2026 | ☆ |
| 402 | Tenaron Capital Management Lp CRD 283249 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $56.4B | 6 | 6 | 26 | 05/14/2026 | ☆ |
| 403 | Usi Advisors, Inc. CRD 108113 | Glastonbury, CT | Institutional / Pension Advisor · Large ($10B–$100B) | $56.3B | 1,353 | 1,355 | 79 | 03/30/2026 | ☆ |
| 404 | Citigroup Global Markets Inc. CRD 7059 | New York, NY | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $56.0B | 59,829 | 59,757 | 7,036 | 06/30/2026 | ☆ |
| 405 | Churchill Asset Management Llc CRD 175092 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $55.7B | 72 | 72 | 206 | 06/15/2026 | ☆ |
| 406 | Savant Capital, Llc CRD 107271 | Rockford, IL | Wealth Manager · Large ($10B–$100B) | $55.6B | 24,034 | 81,840 | 659 | 07/30/2026 | ☆ |
| 407 | Rafferty Asset Management, Llc CRD 112526 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $55.2B | 133 | 133 | 45 | 03/03/2026 | ☆ |
| 408 | Ta Associates Management, L.P. CRD 156699 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $55.1B | 29 | 29 | 266 | 05/26/2026 | ☆ |
| 409 | Beacon Pointe Advisors, Llc CRD 119290 | Newport Beach, CA | Wealth Manager · Large ($10B–$100B) | $54.9B | 29,929 | 29,892 | 780 | 07/13/2026 | ☆ |
| 410 | Thornburg Investment Management Inc CRD 106357 | Santa Fe, NM | Mutual Fund / Asset Manager · Large ($10B–$100B) | $54.5B | 635 | 635 | 219 | 03/27/2026 | ☆ |
| 411 | Breckinridge Capital Advisors Inc CRD 107143 | Boston, MA | Wealth Manager · Large ($10B–$100B) | $54.3B | 18,447 | 18,447 | 88 | 03/18/2026 | ☆ |
| 412 | N CRD 160817 | Private Fund Manager · Large ($10B–$100B) | $54.2B | 97 | 103 | 177 | 07/29/2025 | ☆ | |
| 413 | Pinestone Asset Management Inc. CRD 317431 | Montreal, Quebec | Private Fund Manager · Large ($10B–$100B) | $54.1B | 95 | 99 | 46 | 03/30/2026 | ☆ |
| 414 | Veritas Capital Fund Management, L.L.C. CRD 157123 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $53.8B | 35 | 35 | 146 | 03/31/2026 | ☆ |
| 415 | Sb Investment Advisers (Us) Inc. CRD 286323 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $53.5B | 1 | 1 | 194 | 06/24/2026 | ☆ |
| 416 | First Sentier Investors (Australia) Im Ltd CRD 160034 | Barangaroo, Nsw | Investment Adviser · Large ($10B–$100B) | $52.9B | 98 | 98 | 313 | 04/23/2026 | ☆ |
| 417 | Vantagepoint Investment Advisers, Llc CRD 109138 | Washington, DC | Private Fund Manager · Large ($10B–$100B) | $52.9B | 1 | 45 | 64 | 07/27/2026 | ☆ |
| 418 | Gw&K Investment Management, Llc CRD 121942 | Boston, MA | Wealth Manager · Large ($10B–$100B) | $52.8B | 48,710 | 48,710 | 177 | 03/26/2026 | ☆ |
| 419 | Sculptor Capital Lp CRD 107913 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $52.7B | 98 | 100 | 343 | 04/30/2026 | ☆ |
| 420 | Aegon Asset Management Uk Plc CRD 289505 | Edinburgh | Investment Adviser · Large ($10B–$100B) | $52.6B | 52 | 147 | 254 | 03/27/2026 | ☆ |
| 421 | Cusource, Llc CRD 44970 | Plano, TX | Investment Adviser · Large ($10B–$100B) | $52.4B | 80 | 80 | 7 | 03/27/2026 | ☆ |
| 422 | Walleye Capital Llc CRD 161413 | Wayzata, MN | Private Fund Manager · Large ($10B–$100B) | $52.1B | 10 | 10 | 380 | 04/08/2026 | ☆ |
| 423 | Mai Capital Management, Llc CRD 109807 | Cleveland, OH | Trust Company · Large ($10B–$100B) | $52.1B | 16,261 | 48,547 | 562 | 07/02/2026 | ☆ |
| 424 | Farallon Capital Management, L.L.C. CRD 107322 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $52.1B | 66 | 67 | 355 | 03/30/2026 | ☆ |
| 425 | Capital International, Inc. CRD 110682 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $51.9B | 118 | 118 | 263 | 05/29/2026 | ☆ |
| 426 | Vest Financial Llc CRD 165976 | Mclean, VA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $51.8B | 180 | 154 | 52 | 06/12/2026 | ☆ |
| 427 | Virtus Investment Advisers, Llc CRD 106982 | Hartford, CT | Mutual Fund / Asset Manager · Large ($10B–$100B) | $51.7B | 106 | 106 | 1 | 06/30/2026 | ☆ |
| 428 | Blackstone Liquid Credit Advisors I Llc CRD 152294 | New York, NY | Investment Adviser · Large ($10B–$100B) | $51.6B | 56 | 60 | 711 | 07/30/2026 | ☆ |
| 429 | Bdt Capital Partners, Llc CRD 160914 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $51.5B | 45 | 46 | 498 | 03/30/2026 | ☆ |
| 430 | Genstar Capital Management Llc CRD 156932 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $51.3B | 30 | 30 | 49 | 04/21/2026 | ☆ |
| 431 | Pnc Capital Advisors Llc CRD 151829 | Baltimore, MD | Investment Adviser · Large ($10B–$100B) | $50.9B | 238 | 624 | 258 | 03/27/2026 | ☆ |
| 432 | Cwm, Llc CRD 155344 | Omaha, NE | Wealth Manager · Large ($10B–$100B) | $50.6B | 52,669 | 154,206 | 1,416 | 07/30/2026 | ☆ |
| 433 | Moneta Group Investment Advisors, Llc CRD 104727 | St. Louis, MO | Wealth Manager · Large ($10B–$100B) | $50.5B | 9,163 | 48,410 | 585 | 03/31/2026 | ☆ |
| 434 | Partners Capital Investment Group, Llp CRD 120663 | Boston, MA | Endowment & Foundation Advisor · Large ($10B–$100B) | $50.5B | 886 | 886 | 190 | 04/28/2026 | ☆ |
| 435 | Thrive Capital Management, Llc CRD 162771 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $50.5B | 54 | 54 | 80 | 07/06/2026 | ☆ |
| 436 | Mesirow Financial Investment Management, Inc. CRD 111135 | Chicago, IL | Institutional / Pension Advisor · Large ($10B–$100B) | $50.4B | 90,291 | 90,291 | 161 | 07/07/2026 | ☆ |
| 437 | Holocene Advisors, Lp CRD 287999 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $50.4B | 7 | 7 | 115 | 03/27/2026 | ☆ |
| 438 | Cbre Investment Management Indirect Limited CRD 163590 | London | Investment Adviser · Large ($10B–$100B) | $50.4B | 76 | 76 | 122 | 03/30/2026 | ☆ |
| 439 | N CRD 106759 | Wealth Manager · Large ($10B–$100B) | $50.3B | 182 | 186 | 175 | 03/19/2025 | ☆ | |
| 440 | Segal Advisors, Inc. CRD 114687 | New York, NY | Institutional / Pension Advisor · Large ($10B–$100B) | $50.2B | 129 | 129 | 112 | 07/01/2026 | ☆ |
| 441 | Lightspeed Management Company, L.L.C. CRD 160187 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $50.0B | 51 | 51 | 132 | 05/06/2026 | ☆ |
| 442 | Vestmark Advisory Solutions, Inc. CRD 221518 | Wakefield, MA | Wealth Manager · Large ($10B–$100B) | $49.9B | 84,069 | 84,069 | 33 | 03/30/2026 | ☆ |
| 443 | Ae Wealth Management, Llc CRD 282580 | Topeka, KS | Wealth Manager · Large ($10B–$100B) | $49.8B | 128,073 | 282,995 | 630 | 07/23/2026 | ☆ |
| 444 | Crescent Capital Group Lp CRD 153966 | Los Angeles, CA | Private Fund Manager · Large ($10B–$100B) | $49.7B | 184 | 184 | 239 | 05/21/2026 | ☆ |
| 445 | Icg Investments Inc CRD 162589 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $49.7B | 115 | 115 | 94 | 07/23/2026 | ☆ |
| 446 | Mondrian Investment Partners Limited CRD 107432 | London | Investment Adviser · Large ($10B–$100B) | $49.3B | 136 | 118 | 133 | 04/01/2026 | ☆ |
| 447 | Bridge Multifamily Fund Manager Llc CRD 159127 | Sandy, UT | Private Fund Manager · Large ($10B–$100B) | $49.3B | 188 | 188 | 610 | 07/01/2026 | ☆ |
| 448 | Macquarie Infrastructure Partners Inc. CRD 146696 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $48.8B | 65 | 65 | 255 | 06/29/2026 | ☆ |
| 449 | Invesco Management S.A. CRD 143238 | Luxembourg | Investment Adviser · Large ($10B–$100B) | $48.7B | 95 | 95 | 357 | 03/31/2026 | ☆ |
| 450 | Scs Capital Management Llc CRD 122258 | Boston, MA | Wealth Manager · Large ($10B–$100B) | $48.7B | 589 | 713 | 213 | 07/14/2026 | ☆ |