AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5101 Agile Investment Management, Llc CRD 331966 Investment Adviser · Mid-sized ($1B–$10B) $1.2B 1 2 6 07/23/2026 ☆
5102 Agr Partners Llc CRD 283081 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 9 9 14 09/15/2026 ☆
5103 Great Lakes Retirement, Inc. CRD 146608 Sandusky, OH Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 1,669 7,044 27 09/18/2026 ☆
5104 Manhattan West Asset Management, Llc CRD 283630 Los Angeles, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 383 383 36 07/14/2026 ☆
5105 Grafton Street Partners Management Company Llc CRD 319109 Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 9 9 10 06/30/2026 ☆
5106 L & S Advisors, Inc CRD 140923 Los Angeles, CA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 1,093 1,095 15 09/23/2026 ☆
5107 Ameliora Wealth Management Ltd. CRD 164038 Zurich Wealth Manager · Mid-sized ($1B–$10B) $1.2B 250 329 11 03/24/2026 ☆
5108 N CRD 285023 Multi-Family Office · Mid-sized ($1B–$10B) $1.2B 104 754 47 08/29/2025 ☆
5109 The Capstreet Group, Llc CRD 159690 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 5 5 24 04/21/2026 ☆
5110 Bow River Advisers, Llc CRD 325285 Denver, CO Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.2B 1 1 27 03/30/2026 ☆
5111 Fortis Capital Management Llc CRD 172198 Bellevue, WA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 688 688 22 04/29/2026 ☆
5112 Reagan Companies Asset Management, Inc CRD 161648 Syracuse, NY Wealth Manager · Mid-sized ($1B–$10B) $1.2B 780 2,100 9 06/23/2026 ☆
5113 Ibex Investors Llc CRD 126496 Denver, CO Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 27 27 23 06/23/2026 ☆
5114 Acre Capital Advisors, Llc CRD 328401 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 7 7 12 05/12/2026 ☆
5115 Sarofim Realty Advisors Llc CRD 106931 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 4 4 7 05/12/2026 ☆
5116 Fulcrum Equity Partners, Inc. CRD 163489 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 8 8 27 03/12/2026 ☆
5117 Boyne Capital Management, Llc CRD 285919 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 8 8 33 08/25/2026 ☆
5118 Affinity Investment Advisors, Llc CRD 108278 Newport Beach, CA Investment Adviser · Mid-sized ($1B–$10B) $1.2B 69 69 6 03/27/2026 ☆
5119 Ntv Asset Management, Llc CRD 111062 Charleston, WV Wealth Manager · Mid-sized ($1B–$10B) $1.2B 376 1,013 5 03/20/2026 ☆
5120 Lake Street Private Wealth, Llc CRD 296761 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $1.2B 613 2,012 9 07/06/2026 ☆
5121 Academy Capital Management CRD 105008 Waco, TX Wealth Manager · Mid-sized ($1B–$10B) $1.2B 996 996 9 03/10/2026 ☆
5122 Forest Road Asset Management Llc CRD 315600 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 7 9 15 06/30/2026 ☆
5123 Frazier Financial Advisors, Llc CRD 106649 Columbus, OH Wealth Manager · Mid-sized ($1B–$10B) $1.2B 733 4,115 20 07/08/2026 ☆
5124 Library Research Limited CRD 301421 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 2 2 10 04/22/2026 ☆
5125 Kennedy Lewis Capital Holdings Llc CRD 324025 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.2B 1 1 144 03/31/2026 ☆
5126 Efficient Capital Management Llc CRD 287958 Warrenville, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 13 13 29 03/06/2026 ☆
5127 Northlane Capital Partners, Llc CRD 285990 Bethesda, MD Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 3 3 22 05/08/2026 ☆
5128 Apcm Wealth Management For Individuals, Llc CRD 172151 Anchorage, AK Wealth Manager · Mid-sized ($1B–$10B) $1.2B 672 2,274 23 06/29/2026 ☆
5129 Kerberrose Wealth Management, Llc CRD 168787 Shawano, WI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 1,785 3,345 13 09/09/2026 ☆
5130 Jacobs & Company, Llc CRD 107674 San Francisco, CA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 259 809 5 08/12/2026 ☆
5131 Third View Private Wealth, Llc CRD 335591 Westport, CT Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 324 1,792 11 08/10/2026 ☆
5132 Arkos Global Advisors, Llc CRD 287466 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $1.2B 444 444 17 05/12/2026 ☆
5133 Toth Financial Advisory Corp CRD 104952 Leesburg, VA Wealth Manager · Mid-sized ($1B–$10B) $1.2B 655 2,352 18 03/10/2026 ☆
5134 Verity Asset Management, Inc. CRD 158667 Durham, NC Wealth Manager · Mid-sized ($1B–$10B) $1.2B 5,838 7,603 77 06/05/2026 ☆
5135 Cvfg Llc CRD 325310 Shelbyville, IN Wealth Manager · Mid-sized ($1B–$10B) $1.2B 1,310 2,851 11 07/14/2026 ☆
5136 Generation Capital Management Llc CRD 128523 Pittsford, NY Investment Adviser · Mid-sized ($1B–$10B) $1.2B 280 481 4 08/07/2026 ☆
5137 Ern Financial, Llc CRD 297717 Middleton, WI Wealth Manager · Mid-sized ($1B–$10B) $1.2B 601 2,608 12 04/08/2026 ☆
5138 Longview Wealth Management, Inc. CRD 136214 Atlanta, GA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.2B 1,185 3,002 24 05/19/2026 ☆
5139 Kelleher Financial Advisors, Llc CRD 126021 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.2B 284 749 13 04/14/2026 ☆
5140 Kfg Wealth Management, Llc CRD 128606 Granger, IN Wealth Manager · Mid-sized ($1B–$10B) $1.2B 2,339 5,880 113 03/31/2026 ☆
5141 Aubrey Capital Management Limited CRD 285802 Edinburgh, Mid Lothian Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 208 208 26 08/07/2026 ☆
5142 Parliament Capital Management, Llc CRD 194513 San Juan, PR Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 23 23 19 04/30/2026 ☆
5143 N CRD 323651 Wealth Manager · Mid-sized ($1B–$10B) $1.2B 230 1,504 12 03/28/2025 ☆
5144 Atw Partners Llc CRD 283146 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 39 39 16 05/04/2026 ☆
5145 Astatine Asset Management Llc CRD 311095 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.2B 6 6 24 03/31/2026 ☆
5146 Ab2 Capital Partners Llc CRD 318038 Hollywood, FL Wealth Manager · Mid-sized ($1B–$10B) $1.2B 0 51 1 02/26/2026 ☆
5147 Viking Fund Management Llc CRD 107927 Minot, ND Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.1B 12 12 5 03/27/2026 ☆
5148 Dean Capital Management, Llc CRD 145666 Overland Park, KS Investment Adviser · Mid-sized ($1B–$10B) $1.1B 3 490 6 06/16/2026 ☆
5149 Atlas Capital Advisors Inc. CRD 127036 San Francisco, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 157 409 10 03/31/2026 ☆
5150 N CRD 109115 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,129 1,084 19 03/31/2025 ☆