AUMdb

Investment advisers

45,009 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
5151 Cityview Management Services, Llc CRD 158370 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 30 03/27/2026 ☆
5152 Corre Partners Management, Llc CRD 161571 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 13 13 15 03/27/2026 ☆
5153 Accel Wealth Management Llc CRD 286201 Waverly, IA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,381 2,819 19 08/04/2026 ☆
5154 Bronte Capital Management Pty Ltd CRD 151222 Bondi Junction Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 11 09/16/2025 ☆
5155 Lucid Advisors, Inc. CRD 116639 Seattle, WA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 50 192 2 03/24/2026 ☆
5156 Winston Capital Management Llc CRD 111450 Arlington, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 9 9 9 06/04/2026 ☆
5157 Financial Partners Group, Inc. CRD 288644 Overland Park, KS Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,218 3,587 9 03/30/2026 ☆
5158 Aether Investment Partners, Llc CRD 149742 Littleton, CO Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 8 8 3 03/02/2026 ☆
5159 Etz Advisory, Llc CRD 334861 Multi-Family Office · Mid-sized ($1B–$10B) $1.1B 3 3 3 07/08/2026 ☆
5160 Virtus Real Estate Llc CRD 164146 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 41 06/29/2026 ☆
5161 Ironvine Capital Partners, Llc CRD 168892 Omaha, NE Investment Adviser · Mid-sized ($1B–$10B) $1.1B 170 533 5 05/13/2026 ☆
5162 N CRD 106990 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 803 1,906 15 03/12/2026 ☆
5163 1 Ws Capital Advisors, Llc CRD 298723 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.1B 1 1 9 03/31/2026 ☆
5164 Mark Asset Management Lp CRD 105691 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 25 25 9 04/24/2026 ☆
5165 Liberty Hall Capital Partners, L.P. CRD 173159 Charleston, SC Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 6 10 04/29/2026 ☆
5166 Telemark Asset Management, Llc CRD 156770 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 1 1 3 03/09/2026 ☆
5167 Ivyrock Asset Management (Hk) Limited CRD 286174 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 5 5 13 09/25/2025 ☆
5168 Elgethun Capital Management CRD 127616 Sioux Falls, SD Wealth Manager · Mid-sized ($1B–$10B) $1.1B 303 943 13 03/27/2026 ☆
5169 Fi3 Financial Advisors, Llc CRD 168005 Indianapolis, IN Wealth Manager · Mid-sized ($1B–$10B) $1.1B 258 1,643 21 07/24/2026 ☆
5170 Infinitum Asset Management, Llc CRD 333552 Fort Lauderdale, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 5 5 5 03/31/2026 ☆
5171 Waterfront Wealth Inc. CRD 173220 Overland Park, KS Wealth Manager · Mid-sized ($1B–$10B) $1.1B 792 3,224 14 08/19/2026 ☆
5172 Foundation Resource Management, Inc. CRD 116359 Little Rock, AR Wealth Manager · Mid-sized ($1B–$10B) $1.1B 250 597 9 03/30/2026 ☆
5173 Guardian Wealth Strategies, Llc CRD 167485 Minneapols, MN Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,273 4,278 11 02/20/2026 ☆
5174 Capital Wealth Management, Llc CRD 157959 West Warwick, RI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 655 660 16 07/08/2026 ☆
5175 Ignite Planners Llc CRD 289797 San Clemente, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 4,610 4,614 38 08/03/2026 ☆
5176 Sterling Investors Lp CRD 311318 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 2 2 15 05/12/2026 ☆
5177 Sonen Capital Llc CRD 159461 San Francisco, CA Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.1B 40 40 19 05/06/2026 ☆
5178 Oak Harvest Investment Services, Llc CRD 173293 Houston, TX Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 978 2,927 44 04/22/2026 ☆
5179 Carlyle Aviation Securities Partners Llc CRD 168456 Miami, FL Investment Adviser · Mid-sized ($1B–$10B) $1.1B 1 2 4 03/31/2026 ☆
5180 Yosemite Management, Llc CRD 326764 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 18 03/31/2026 ☆
5181 Castle Creek Advisors Iv Llc CRD 158079 San Diego, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 11 12 03/30/2026 ☆
5182 Psc Manager Llc CRD 311756 Yardley, PA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 43 43 17 09/22/2026 ☆
5183 747 Capital, Llc CRD 164742 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 32 32 13 07/24/2026 ☆
5184 Symbiotic Capital Management Co. Llc CRD 325844 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 9 9 9 03/31/2026 ☆
5185 Topline Capital Management, Llc CRD 298981 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 2 2 1 03/20/2026 ☆
5186 Goodnow Investment Group Llc CRD 136792 Darien, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 8 03/03/2026 ☆
5187 Provident Investment Management, Inc. CRD 106976 Novi, MI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 318 910 10 06/10/2026 ☆
5188 The De Burlo Group, Inc. CRD 153435 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 113 113 6 03/30/2026 ☆
5189 Hm International L.L.C. CRD 321885 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 5 5 8 07/24/2026 ☆
5190 Icapital Fund Advisors Llc CRD 330352 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.1B 3 3 165 06/30/2026 ☆
5191 Amundi Us Investment Advisors Llc CRD 334151 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 3 2 32 03/31/2026 ☆
5192 Orkila Management, Llc CRD 171242 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 17 17 9 03/31/2026 ☆
5193 Ancora Alternatives Llc CRD 311902 Cleveland, OH Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 10 54 03/31/2026 ☆
5194 Scott Capital Advisors, Llc CRD 307980 Portland, OR Investment Adviser · Mid-sized ($1B–$10B) $1.1B 412 828 9 02/02/2026 ☆
5195 Godwin Capital Group, Llc CRD 316592 Atlanta, GA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 22 416 6 08/04/2026 ☆
5196 Ellevest, Inc. CRD 175476 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.1B 471 474 19 07/17/2026 ☆
5197 Kelly Financial Group, Llc CRD 310140 Bel Air, MD Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,113 3,043 22 03/31/2026 ☆
5198 Qvr Llc CRD 288357 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 9 9 7 03/18/2026 ☆
5199 Patriot Financial Manager, L.P. CRD 159818 Radnor, PA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 5 5 16 03/24/2026 ☆
5200 Mg Financial Llc CRD 107649 Braintree, MA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 137 137 9 03/24/2026 ☆