AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5201 Moonrise Capital Lp CRD 286269 Vero Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 3 03/27/2026 ☆
5202 Edge Principal Advisors, Llc CRD 158273 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 12 12 11 04/30/2026 ☆
5203 Meramec Financial Planners, Llc CRD 335112 Clayton, MO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 474 1,926 16 09/21/2026 ☆
5204 N CRD 137021 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 424 1,818 15 03/26/2025 ☆
5205 Sharkey Howes & Javer Inc CRD 106050 Denver, CO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 886 2,397 13 09/21/2026 ☆
5206 Aviance Capital Partners Llc CRD 146597 Naples, FL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 372 974 11 09/03/2026 ☆
5207 Lvz, Inc. CRD 124228 Holland, MI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 2,473 5,879 24 09/16/2026 ☆
5208 Trispan (Usa) Llc CRD 305501 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 20 20 11 04/29/2026 ☆
5209 Insight Wealth Partners, Llc CRD 153635 Plano, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 959 3,209 16 03/31/2026 ☆
5210 Addison Capital, Llc CRD 144853 Conshohocken, PA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 285 615 4 08/14/2026 ☆
5211 Kohmann Bosshard Financial Services, Llc. CRD 138851 Akron, OH Wealth Manager · Mid-sized ($1B–$10B) $1.1B 510 1,735 9 03/23/2026 ☆
5212 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 ☆
5213 Clg Llc CRD 282605 Long Beach, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,448 2,771 35 08/03/2026 ☆
5214 Vantage Wealth Management, Llc CRD 152374 San Mateo, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 639 1,888 9 03/13/2026 ☆
5215 Fiduciary Financial Group, Llc CRD 285681 San Rafael, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 415 1,607 9 08/26/2026 ☆
5216 Cadinha & Co Llc CRD 108135 Honolulu, HI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 639 1,406 19 03/24/2026 ☆
5217 Blackrock Realty Advisors Inc CRD 109457 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 11 23 56 07/24/2026 ☆
5218 Marcypen Capital Partners Llc CRD 306546 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 25 25 24 09/21/2026 ☆
5219 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 ☆
5220 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 ☆
5221 Overbrook Management Corporation CRD 117884 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.1B 123 311 17 04/08/2026 ☆
5222 Adamsbrown Wealth Consultants Llc CRD 308410 Wichita, KS Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,943 5,018 22 08/18/2026 ☆
5223 Witt Lake Asset Management Llc CRD 335523 Stamford, CT Investment Adviser · Mid-sized ($1B–$10B) $1.1B 5 1 2 06/02/2026 ☆
5224 Wealthplan Partners, Llc CRD 305026 Omaha, NE Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,711 3,681 56 07/21/2026 ☆
5225 Bluestem Wealth Partners, Llc CRD 324489 Minnetonka, MN Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,687 8,328 34 03/25/2026 ☆
5226 New Century Partners CRD 110350 Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 3 3 1 02/23/2026 ☆
5227 Knightsbridge Asset Management Llc CRD 110347 Newport Beach, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 546 1,391 13 08/26/2026 ☆
5228 Wishbone Management, Lp CRD 283479 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 22 03/31/2026 ☆
5229 Wilkins Investment Counsel Inc CRD 104913 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 212 212 11 04/14/2026 ☆
5230 Aldrich Capital Partners Llc CRD 283127 Mclean, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 14 14 52 03/31/2025 ☆
5231 Adamo Capital Family Office Llc CRD 315653 Miami, FL Multi-Family Office · Mid-sized ($1B–$10B) $1.1B 8 243 17 03/26/2026 ☆
5232 Asa Managed Account Managers Llc CRD 162855 Minneapolis, MN Wealth Manager · Mid-sized ($1B–$10B) $1.1B 227 228 1 06/29/2026 ☆
5233 Schaefer Financial Management, Inc. CRD 110110 Centennial, CO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 446 1,776 9 03/26/2026 ☆
5234 Lynx Investment Advisory, Llc CRD 111814 Washington, DC Wealth Manager · Mid-sized ($1B–$10B) $1.1B 236 236 13 04/09/2026 ☆
5235 Crescent Cove Advisors, Lp CRD 288111 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 24 24 11 09/14/2026 ☆
5236 Lighthouse Financial Advisors, Inc. CRD 121496 Red Bank, NJ Wealth Manager · Mid-sized ($1B–$10B) $1.1B 429 2,475 9 03/09/2026 ☆
5237 Htg Investment Advisors Inc CRD 108614 New Canaan, CT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 377 1,446 13 07/02/2026 ☆
5238 Smith Brothers Financial, Llc CRD 322951 Glastonbury, CT Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 494 487 7 08/30/2026 ☆
5239 Godspeed Capital Management Lp CRD 313936 Washington, DC Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 10 11 03/31/2026 ☆
5240 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 ☆
5241 Ameriserv Wealth Advisors Inc CRD 105846 Johnstown, PA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 55 1,073 4 03/20/2026 ☆
5242 Arthur M. Cohen & Associates Llc CRD 105894 Northbrook, IL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 191 837 5 04/17/2026 ☆
5243 Bearing Point Capital, Llc CRD 332023 Richfield, MN Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 236 896 7 08/11/2026 ☆
5244 Abry Partners Iii, Llc CRD 323712 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 100 03/31/2026 ☆
5245 Brigham Management, Llc CRD 300627 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 11 11 39 08/27/2026 ☆
5246 Markets Infrastructure Partners Lp CRD 335487 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.1B 3 3 6 05/15/2026 ☆
5247 Channing Global Advisors, Llc CRD 290893 Fort Lauderdale, FL Investment Adviser · Mid-sized ($1B–$10B) $1.1B 33 37 8 03/27/2026 ☆
5248 Dock Street Asset Management Inc CRD 111163 Palm Beach, FL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 178 437 6 07/15/2026 ☆
5249 Newfound Research Llc CRD 159064 St. Petersburg, FL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.1B 8 8 5 07/14/2026 ☆
5250 N CRD 105336 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 517 1,999 14 07/17/2025 ☆