AUMdb

Investment advisers

44,512 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5201 Investcorp Absolute Return Investments Llc CRD 306860 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 3 5 5 05/07/2026 ☆
5202 Clg Llc CRD 282605 Long Beach, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,448 2,771 35 08/03/2026 ☆
5203 Vantage Wealth Management, Llc CRD 152374 San Mateo, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 639 1,888 9 03/13/2026 ☆
5204 Fiduciary Financial Group, Llc CRD 285681 San Rafael, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 415 1,607 10 06/10/2026 ☆
5205 Cadinha & Co Llc CRD 108135 Honolulu, HI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 639 1,406 19 03/24/2026 ☆
5206 Blackrock Realty Advisors Inc CRD 109457 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 11 23 56 07/24/2026 ☆
5207 Marcypen Capital Partners Llc CRD 306546 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 25 25 19 04/30/2026 ☆
5208 Mar Vista Investment Partners, Llc CRD 144906 Los Angeles, CA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 165 165 19 03/24/2026 ☆
5209 Blue Bell Private Wealth Management, Llc CRD 134184 Blue Bell, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 811 2,249 13 03/10/2026 ☆
5210 Overbrook Management Corporation CRD 117884 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.1B 123 311 17 04/08/2026 ☆
5211 Adamsbrown Wealth Consultants Llc CRD 308410 Wichita, KS Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,943 5,018 22 02/11/2026 ☆
5212 Witt Lake Asset Management Llc CRD 335523 Stamford, CT Investment Adviser · Mid-sized ($1B–$10B) $1.1B 5 1 2 06/02/2026 ☆
5213 Wealthplan Partners, Llc CRD 305026 Omaha, NE Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,711 3,681 56 07/21/2026 ☆
5214 Bluestem Wealth Partners, Llc CRD 324489 Minnetonka, MN Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,687 8,328 34 03/25/2026 ☆
5215 New Century Partners CRD 110350 Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 3 3 1 02/23/2026 ☆
5216 Knightsbridge Asset Management Llc CRD 110347 Newport Beach, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 546 1,391 13 03/31/2026 ☆
5217 Wishbone Management, Lp CRD 283479 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 22 03/31/2026 ☆
5218 Wilkins Investment Counsel Inc CRD 104913 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 212 212 11 04/14/2026 ☆
5219 Aldrich Capital Partners Llc CRD 283127 Mclean, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 14 14 52 03/31/2025 ☆
5220 Adamo Capital Family Office Llc CRD 315653 Miami, FL Multi-Family Office · Mid-sized ($1B–$10B) $1.1B 8 243 17 03/26/2026 ☆
5221 Asa Managed Account Managers Llc CRD 162855 Minneapolis, MN Wealth Manager · Mid-sized ($1B–$10B) $1.1B 227 228 1 06/29/2026 ☆
5222 Schaefer Financial Management, Inc. CRD 110110 Centennial, CO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 446 1,776 9 03/26/2026 ☆
5223 Lynx Investment Advisory, Llc CRD 111814 Washington, DC Wealth Manager · Mid-sized ($1B–$10B) $1.1B 236 236 13 04/09/2026 ☆
5224 Crescent Cove Advisors, Lp CRD 288111 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 24 24 11 03/31/2026 ☆
5225 Lighthouse Financial Advisors, Inc. CRD 121496 Red Bank, NJ Wealth Manager · Mid-sized ($1B–$10B) $1.1B 429 2,475 9 03/09/2026 ☆
5226 Htg Investment Advisors Inc CRD 108614 New Canaan, CT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 377 1,446 13 07/02/2026 ☆
5227 Smith Brothers Financial, Llc CRD 322951 Glastonbury, CT Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 494 487 7 05/13/2026 ☆
5228 Godspeed Capital Management Lp CRD 313936 Washington, DC Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 10 11 03/31/2026 ☆
5229 Capital Advisors Wealth Management, Llc CRD 309387 Yakima, WA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,051 1,051 10 04/24/2026 ☆
5230 Ameriserv Wealth Advisors Inc CRD 105846 Johnstown, PA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 55 1,073 4 03/20/2026 ☆
5231 Arthur M. Cohen & Associates Llc CRD 105894 Northbrook, IL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 191 837 5 04/17/2026 ☆
5232 Bearing Point Capital, Llc CRD 332023 Richfield, MN Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 236 896 7 07/30/2026 ☆
5233 Abry Partners Iii, Llc CRD 323712 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 100 03/31/2026 ☆
5234 Markets Infrastructure Partners Lp CRD 335487 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.1B 3 3 6 05/15/2026 ☆
5235 Channing Global Advisors, Llc CRD 290893 Fort Lauderdale, FL Investment Adviser · Mid-sized ($1B–$10B) $1.1B 33 37 8 03/27/2026 ☆
5236 Dock Street Asset Management Inc CRD 111163 Palm Beach, FL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 178 437 6 07/15/2026 ☆
5237 Newfound Research Llc CRD 159064 St. Petersburg, FL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.1B 8 8 5 07/14/2026 ☆
5238 N CRD 105336 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 517 1,999 14 07/17/2025 ☆
5239 Arq Wealth Advisors, Llc CRD 147351 Scottsdale, AZ Wealth Manager · Mid-sized ($1B–$10B) $1.1B 612 2,148 18 04/15/2026 ☆
5240 N CRD 146680 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 843 2,146 11 12/01/2025 ☆
5241 Heirloom Wealth Management Llc CRD 292277 Greenwood Village, CO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 853 2,509 18 04/10/2026 ☆
5242 Crescent Cap Nt Advisors, Llc CRD 324139 Los Angeles, CA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 1 1 0 03/30/2026 ☆
5243 Benchstone Capital Management Lp CRD 329873 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 7 11 07/22/2026 ☆
5244 Arden Fund Management, Llc CRD 164662 Philadelphia, PA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 13 13 23 03/31/2026 ☆
5245 Laurel Wealth Advisors, Llc CRD 118469 Charlotte, NC Wealth Manager · Mid-sized ($1B–$10B) $1.1B 547 1,429 9 03/17/2026 ☆
5246 Kings Court Capital Pte. Ltd CRD 311229 Singapore, Singapore Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 8 9 11 03/31/2026 ☆
5247 Financial Advisors Network, Inc. CRD 152083 Tustin, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 823 3,992 22 03/30/2026 ☆
5248 Deccan Value Investors L.P. CRD 158187 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 7 3 03/31/2026 ☆
5249 Upper90 Capital Management, Lp CRD 304179 Providence, RI Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 31 31 18 03/26/2026 ☆
5250 Triasima Portfolio Management Inc. CRD 304577 Montreal, Quebec Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 56 831 24 03/25/2026 ☆