AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5251 Round Hill Music Lp CRD 167234 Nashville, TN Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 7 59 08/21/2026 ☆
5252 N CRD 146680 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 843 2,146 11 12/01/2025 ☆
5253 Heirloom Wealth Management Llc CRD 292277 Greenwood Village, CO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 853 2,509 18 04/10/2026 ☆
5254 Crescent Cap Nt Advisors, Llc CRD 324139 Los Angeles, CA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 1 1 0 03/30/2026 ☆
5255 Benchstone Capital Management Lp CRD 329873 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 7 11 07/22/2026 ☆
5256 Arden Fund Management, Llc CRD 164662 Philadelphia, PA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 13 13 23 03/31/2026 ☆
5257 Laurel Wealth Advisors, Llc CRD 118469 Charlotte, NC Wealth Manager · Mid-sized ($1B–$10B) $1.1B 547 1,429 9 03/17/2026 ☆
5258 Kings Court Capital Pte. Ltd CRD 311229 Singapore, Singapore Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 8 9 11 03/31/2026 ☆
5259 Financial Advisors Network, Inc. CRD 152083 Tustin, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 823 3,992 22 03/30/2026 ☆
5260 Deccan Value Investors L.P. CRD 158187 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 7 3 03/31/2026 ☆
5261 Upper90 Capital Management, Lp CRD 304179 Providence, RI Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 31 31 18 03/26/2026 ☆
5262 Triasima Portfolio Management Inc. CRD 304577 Montreal, Quebec Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 56 831 24 03/25/2026 ☆
5263 Kian Capital Partners, Llc CRD 329179 Charlotte, NC Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 7 19 03/31/2026 ☆
5264 Financial Advisory Corporation CRD 105472 Grand Rapids, MI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 293 1,162 14 02/03/2026 ☆
5265 Riverbend Capital Advisors, Llc CRD 157117 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 239 239 5 07/13/2026 ☆
5266 Berkeley Capital Partners, Llc CRD 281082 Milton, GA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,605 2,368 11 03/31/2026 ☆
5267 Olive Technology Ventures Management, Llc CRD 289384 Palo Alto, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 31 31 1 04/30/2026 ☆
5268 The Clarus Group, Inc. CRD 310163 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 613 1,786 14 07/17/2026 ☆
5269 Integrity Advisory Solutions, Llc CRD 288817 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 2,428 4,143 113 06/11/2026 ☆
5270 Fusion Investment Advisors Llc CRD 156549 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 8,850 8,848 87 03/25/2026 ☆
5271 Navellier & Associates Inc CRD 107568 Reno, NV Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,261 1,261 21 05/11/2026 ☆
5272 Sb Advisory, Llc CRD 154680 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 2,744 942 35 06/29/2026 ☆
5273 Crest Rock Management Company Lp CRD 305101 Denver, CO Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 14 05/26/2026 ☆
5274 Minneapolis Portfolio Management Group, Llc CRD 129963 Wayzata, MN Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,830 1,830 9 03/10/2026 ☆
5275 Cohen Capital Advisors, Llc CRD 339112 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,478 1,478 11 05/04/2026 ☆
5276 Enclave Advisors, Llc CRD 165205 Austin, TX Multi-Family Office · Mid-sized ($1B–$10B) $1.1B 75 412 6 04/01/2026 ☆
5277 Lyric Capital Management Group, L.P. CRD 299917 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 17 17 11 03/31/2026 ☆
5278 Nexa Equity Llc CRD 317201 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 10 14 03/31/2026 ☆
5279 N CRD 114572 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 640 1,985 13 03/22/2025 ☆
5280 Nexpoint Real Estate Advisors X, L.P. CRD 317203 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 1 1 2 03/31/2026 ☆
5281 Bruni J V & Co CRD 106644 Colorado Springs, CO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 386 662 5 03/19/2026 ☆
5282 Stage Harbor Financial, Llc CRD 289725 Westwood, MA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 348 1,435 11 08/10/2026 ☆
5283 Asset Consulting Group, Llc CRD 107574 Clayton, MO Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.1B 161 25 50 03/30/2026 ☆
5284 The Financial Consulate, Inc CRD 106898 Hunt Valley, MD Wealth Manager · Mid-sized ($1B–$10B) $1.1B 849 3,375 25 08/13/2026 ☆
5285 Night Owl Capital Management, Llc CRD 106030 Greenwich, CT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 219 340 8 03/31/2026 ☆
5286 N CRD 145743 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 482 462 21 02/26/2025 ☆
5287 One Charles Private Wealth Services, Llc CRD 286635 Hingham, MA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 376 376 7 05/14/2026 ☆
5288 Presidio Investors Llc CRD 160841 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 14 14 13 03/30/2026 ☆
5289 New Harbor Capital Management, Lp CRD 283319 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 11 11 18 05/26/2026 ☆
5290 Towneley Capital Management, Inc. CRD 169863 Laguna Hills, CA Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.1B 240 424 12 04/06/2026 ☆
5291 Pks Advisory Services, Llc CRD 125648 Albany, NY Wealth Manager · Mid-sized ($1B–$10B) $1.1B 4,892 4,892 45 07/29/2026 ☆
5292 Tanara Wealth Management Llc CRD 340174 Lehi, UT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 390 2,612 15 08/10/2026 ☆
5293 Makarora Management Lp CRD 329275 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 19 04/29/2026 ☆
5294 Lwm Advisory Services, Llc CRD 172009 Plantation, FL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,111 1,987 10 04/03/2026 ☆
5295 N CRD 285978 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 147 662 6 03/19/2026 ☆
5296 Holt Capital Advisors, L.L.C. CRD 117863 Fort Worth, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 142 142 6 05/27/2026 ☆
5297 Cs Capital Management Inc CRD 106492 El Segundo, CA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 2 7 05/26/2026 ☆
5298 Lugano Financial Advisors S.A. CRD 152864 Lugano Ticino Wealth Manager · Mid-sized ($1B–$10B) $1.1B 302 302 11 08/24/2026 ☆
5299 The Joseph Group Llc CRD 165311 Columbus, OH Wealth Manager · Mid-sized ($1B–$10B) $1.1B 832 832 25 03/26/2026 ☆
5300 Summit Peak Investments, Llc CRD 310099 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 32 32 5 07/10/2026 ☆