AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5301 Hunter Perkins Capital Management, Llc CRD 309050 Lombard, IL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 537 537 12 03/31/2026 ☆
5302 Tri Locum Partners Lp CRD 309678 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 8 8 8 04/06/2026 ☆
5303 Meson Quantitative Management Llc CRD 332226 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 6 11 03/31/2026 ☆
5304 Giraffes, Inc. CRD 157616 Columbus, MS Wealth Manager · Mid-sized ($1B–$10B) $1.1B 2,537 5,235 19 06/08/2026 ☆
5305 Wescap Management Group, Inc. CRD 104759 Glendale, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 331 1,242 13 09/14/2026 ☆
5306 Dixon Financial Services Inc CRD 107166 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 335 335 4 02/11/2026 ☆
5307 May River Capital, Llc CRD 166007 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 19 03/25/2026 ☆
5308 Tobam S.A.S. CRD 157107 Paris Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 25 25 21 06/15/2026 ☆
5309 Riot Ventures Management, Llc CRD 288647 Venice, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 28 28 9 04/30/2026 ☆
5310 Centerfield Management Iii, Inc CRD 161504 Indianapolis, IN Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 15 03/30/2026 ☆
5311 Integrated Investment Consultants, Llc CRD 175299 Bloomfield Hills, MI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 285 1,105 10 04/01/2026 ☆
5312 Cw Investment Advisers, Llc CRD 305926 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 24 26 36 03/30/2026 ☆
5313 5 Am Venture Management, Llc CRD 160395 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 14 14 32 03/30/2026 ☆
5314 Lineweaver Wealth Advisors, Llc CRD 173310 Valley View, OH Wealth Manager · Mid-sized ($1B–$10B) $1.1B 2,134 3,713 21 07/01/2026 ☆
5315 King Wealth Management Group, Llc CRD 159550 Saratoga Springs, NY Wealth Manager · Mid-sized ($1B–$10B) $1.1B 719 1,894 8 01/27/2026 ☆
5316 Uplift Investors, Lp CRD 335515 Darien, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 17 08/17/2026 ☆
5317 Baseline Wealth Management Ltd. CRD 155526 Geneva Wealth Manager · Mid-sized ($1B–$10B) $1.1B 261 261 13 06/04/2026 ☆
5318 Mcgowan Group Asset Management, Inc. CRD 154127 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 4,773 4,773 9 09/03/2026 ☆
5319 Austin Wealth Management, Llc CRD 172793 Austin, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 629 3,034 18 08/04/2026 ☆
5320 Fpl Capital Management, Llc CRD 117499 Metairie, LA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 324 1,051 5 01/15/2026 ☆
5321 Nfsg Corporation CRD 130814 Boca Raton, FL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 3,096 3,607 89 03/02/2026 ☆
5322 Bps Wealth Advisors, Inc. CRD 106249 Canfield, OH Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 745 1,099 5 04/13/2026 ☆
5323 Sovereign Financial Group, Inc. CRD 294314 Stamford, CT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,312 4,486 31 06/05/2026 ☆
5324 Randolph Co Inc CRD 104868 Cincinnati, OH Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.1B 59 139 6 03/11/2026 ☆
5325 Titan Global Capital Management Usa Llc CRD 290111 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.1B 41,733 50,651 33 06/12/2026 ☆
5326 Anzu Partners, Llc CRD 288985 Tampa, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 22 22 49 08/11/2026 ☆
5327 Corvus Wealth Advisors Llc CRD 311261 Templeton, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 518 1,491 19 03/24/2026 ☆
5328 Cim Capital Ic Management, Llc CRD 301416 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 3 3 160 09/02/2026 ☆
5329 Maritime Capital Llc CRD 161112 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 10 12 03/31/2026 ☆
5330 Trebuchet Consulting, Llc CRD 166645 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 414 1,026 7 04/01/2026 ☆
5331 Sv Health Investors, Llc CRD 160933 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 21 15 26 03/31/2026 ☆
5332 Fj Capital Management Llc CRD 158049 Mclean, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 10 18 03/30/2026 ☆
5333 Summit Asset Management Llc CRD 109606 Memphis, TN Wealth Manager · Mid-sized ($1B–$10B) $1.1B 532 1,522 8 03/16/2026 ☆
5334 N CRD 110137 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 139 1,044 15 02/12/2026 ☆
5335 Goldstein Advisors, Llc CRD 323125 Madison, WI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,070 4,070 19 07/22/2026 ☆
5336 Pointoak Retirement Advisors, Llc CRD 314866 Mclean, VA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 103 117 3 03/04/2026 ☆
5337 Solomon Hess Sba Management Llc CRD 158481 Arlington, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 7 04/28/2026 ☆
5338 Strid Group, Llc CRD 170052 Newtown Square, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 344 2,778 12 03/20/2026 ☆
5339 Greenlake Asset Management Llc CRD 221528 South Pasadena, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 3 3 20 03/31/2026 ☆
5340 Horizon Wealth Management, Llc CRD 170255 La Grange, IL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,306 3,136 10 02/05/2026 ☆
5341 Cornerstone Trust Management Services Llc CRD 170864 Altamonte Springs, FL Investment Adviser · Mid-sized ($1B–$10B) $1.1B 1 1 2 03/24/2026 ☆
5342 Basecamp Wealth Advisors, Llc CRD 334018 Bellevue, WA Multi-Family Office · Mid-sized ($1B–$10B) $1.1B 80 271 4 07/15/2026 ☆
5343 Sterling Investment Advisors Ltd. CRD 140710 Berwyn, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 442 1,611 7 03/21/2026 ☆
5344 Bridge33 Investment Management Llc CRD 305580 Seattle, WA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 25 04/16/2026 ☆
5345 Fulcrum Capital, Llc CRD 145322 Seattle, WA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 329 667 13 03/25/2026 ☆
5346 Allen, Mooney & Barnes Investment Advisors, Llc CRD 113106 Thomasville, GA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 920 1,157 23 09/02/2026 ☆
5347 Fort Baker Capital Management Lp CRD 282926 Larkspur, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 5 5 9 03/31/2026 ☆
5348 Elwood & Goetz Wealth Advisory Group, Llc CRD 154839 Athens, GA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 686 3,394 29 08/25/2026 ☆
5349 Mattern Capital Management, Llc CRD 299342 Lakewood, CO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 436 1,244 9 07/29/2026 ☆
5350 N CRD 131155 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 198 994 12 03/24/2025 ☆