AUMdb

Investment advisers

44,512 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5301 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 ☆
5302 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 ☆
5303 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 ☆
5304 Baseline Wealth Management Ltd. CRD 155526 Geneva Wealth Manager · Mid-sized ($1B–$10B) $1.1B 261 261 13 06/04/2026 ☆
5305 Mcgowan Group Asset Management, Inc. CRD 154127 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 4,773 4,773 9 05/20/2026 ☆
5306 Austin Wealth Management, Llc CRD 172793 Austin, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 629 3,034 18 08/04/2026 ☆
5307 Fpl Capital Management, Llc CRD 117499 Metairie, LA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 324 1,051 5 01/15/2026 ☆
5308 Nfsg Corporation CRD 130814 Boca Raton, FL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 3,096 3,607 89 03/02/2026 ☆
5309 Bps Wealth Advisors, Inc. CRD 106249 Canfield, OH Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 745 1,099 5 04/13/2026 ☆
5310 Sovereign Financial Group, Inc. CRD 294314 Stamford, CT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,312 4,486 31 06/05/2026 ☆
5311 Randolph Co Inc CRD 104868 Cincinnati, OH Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.1B 59 139 6 03/11/2026 ☆
5312 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 ☆
5313 Anzu Partners, Llc CRD 288985 Tampa, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 22 22 49 06/01/2026 ☆
5314 Corvus Wealth Advisors Llc CRD 311261 Templeton, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 518 1,491 19 03/24/2026 ☆
5315 Cim Capital Ic Management, Llc CRD 301416 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 3 3 160 03/27/2026 ☆
5316 Maritime Capital Llc CRD 161112 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 10 12 03/31/2026 ☆
5317 Trebuchet Consulting, Llc CRD 166645 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 414 1,026 7 04/01/2026 ☆
5318 Sv Health Investors, Llc CRD 160933 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 21 15 26 03/31/2026 ☆
5319 Fj Capital Management Llc CRD 158049 Mclean, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 10 18 03/30/2026 ☆
5320 Summit Asset Management Llc CRD 109606 Memphis, TN Wealth Manager · Mid-sized ($1B–$10B) $1.1B 532 1,522 8 03/16/2026 ☆
5321 N CRD 110137 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 139 1,044 15 02/12/2026 ☆
5322 Goldstein Advisors, Llc CRD 323125 Madison, WI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,070 4,070 19 07/22/2026 ☆
5323 Pointoak Retirement Advisors, Llc CRD 314866 Mclean, VA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 103 117 3 03/04/2026 ☆
5324 Solomon Hess Sba Management Llc CRD 158481 Arlington, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 7 04/28/2026 ☆
5325 Strid Group, Llc CRD 170052 Newtown Square, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 344 2,778 12 03/20/2026 ☆
5326 Greenlake Asset Management Llc CRD 221528 South Pasadena, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 3 3 20 03/31/2026 ☆
5327 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 ☆
5328 Cornerstone Trust Management Services Llc CRD 170864 Altamonte Springs, FL Investment Adviser · Mid-sized ($1B–$10B) $1.1B 1 1 2 03/24/2026 ☆
5329 Basecamp Wealth Advisors, Llc CRD 334018 Bellevue, WA Multi-Family Office · Mid-sized ($1B–$10B) $1.1B 80 271 4 07/15/2026 ☆
5330 Sterling Investment Advisors Ltd. CRD 140710 Berwyn, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 442 1,611 7 03/21/2026 ☆
5331 Bridge33 Investment Management Llc CRD 305580 Seattle, WA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 25 04/16/2026 ☆
5332 Fulcrum Capital, Llc CRD 145322 Seattle, WA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 329 667 13 03/25/2026 ☆
5333 Allen, Mooney & Barnes Investment Advisors, Llc CRD 113106 Thomasville, GA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 920 1,157 22 07/30/2026 ☆
5334 Fort Baker Capital Management Lp CRD 282926 Larkspur, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 5 5 9 03/31/2026 ☆
5335 Elwood & Goetz Wealth Advisory Group, Llc CRD 154839 Athens, GA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 686 3,394 29 06/12/2026 ☆
5336 Mattern Capital Management, Llc CRD 299342 Lakewood, CO Wealth Manager · Mid-sized ($1B–$10B) $1.1B 436 1,244 9 07/29/2026 ☆
5337 N CRD 131155 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 198 994 12 03/24/2025 ☆
5338 American Investment Services Inc CRD 110043 Great Barrington, MA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 378 1,126 10 03/31/2026 ☆
5339 Spinnaker Investment Group, Llc CRD 283414 Newport Beach, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,025 2,337 11 06/02/2026 ☆
5340 Dsf Advisors, Llc CRD 283411 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 8 8 21 03/30/2026 ☆
5341 Power Sustainable Manager Us, Inc. CRD 325145 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 31 03/30/2026 ☆
5342 Providence Capital Advisors, Llc CRD 174631 Charlotte, NC Wealth Manager · Mid-sized ($1B–$10B) $1.1B 429 2,745 14 03/10/2026 ☆
5343 Occidental Asset Management, Llc CRD 168650 Burlingame, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 908 1,921 15 06/25/2026 ☆
5344 Forester Capital, L.L.C. CRD 160806 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 14 14 8 03/31/2026 ☆
5345 Hendershot Investments, Inc. CRD 115472 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 526 1,237 6 03/27/2026 ☆
5346 Trinity Alps Capital Partners, Lp CRD 287741 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 17 21 6 03/31/2026 ☆
5347 Balboa Wealth Partners, Inc. CRD 282329 Scottsdale, AZ Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,127 2,623 36 07/08/2026 ☆
5348 Concord Wealth Partners CRD 118643 Abingdon, VA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,274 3,273 20 03/14/2026 ☆
5349 Jackson Wealth Management, Llc CRD 147642 Lake Mary, FL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 900 2,931 10 03/06/2026 ☆
5350 Ategenos Capital, Llc CRD 326708 Berwyn, PA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 428 3,219 13 03/26/2026 ☆