AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5351 American Investment Services Inc CRD 110043 Great Barrington, MA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 378 1,126 10 03/31/2026 ☆
5352 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 ☆
5353 Dsf Advisors, Llc CRD 283411 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 8 8 21 03/30/2026 ☆
5354 Power Sustainable Manager Us, Inc. CRD 325145 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 6 6 31 03/30/2026 ☆
5355 Providence Capital Advisors, Llc CRD 174631 Charlotte, NC Wealth Manager · Mid-sized ($1B–$10B) $1.1B 429 2,745 14 03/10/2026 ☆
5356 Occidental Asset Management, Llc CRD 168650 Burlingame, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 908 1,921 15 09/23/2026 ☆
5357 Forester Capital, L.L.C. CRD 160806 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 14 14 8 03/31/2026 ☆
5358 Hendershot Investments, Inc. CRD 115472 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 526 1,237 6 03/27/2026 ☆
5359 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 ☆
5360 Balboa Wealth Partners, Inc. CRD 282329 Scottsdale, AZ Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 1,127 2,623 37 09/08/2026 ☆
5361 Foguth Wealth Management, Llc. CRD 327434 Brighton, MI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 2,690 6,768 88 08/25/2026 ☆
5362 Concord Wealth Partners CRD 118643 Abingdon, VA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,274 3,273 20 03/14/2026 ☆
5363 Jackson Wealth Management, Llc CRD 147642 Lake Mary, FL Wealth Manager · Mid-sized ($1B–$10B) $1.1B 900 2,931 10 03/06/2026 ☆
5364 Ategenos Capital, Llc CRD 326708 Berwyn, PA Investment Adviser · Mid-sized ($1B–$10B) $1.1B 428 3,219 13 03/26/2026 ☆
5365 Yeske Buie Inc. CRD 143234 Vienna, VA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 469 1,495 17 09/17/2026 ☆
5366 Parr Mcknight Wealth Management Group, Llc CRD 330050 Minneapolis, MN Wealth Manager · Mid-sized ($1B–$10B) $1.1B 613 2,040 14 06/15/2026 ☆
5367 Ack Asset Management Llc CRD 155136 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 2 159 10 03/13/2026 ☆
5368 St. Clair Advisors, Llc CRD 155064 Mayfield Heights, OH Wealth Manager · Mid-sized ($1B–$10B) $1.1B 133 536 12 03/23/2026 ☆
5369 Almitas Capital Llc CRD 166705 Santa Monica, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 2 2 12 05/08/2026 ☆
5370 Resources Management Corp CRD 104674 West Hartford, CT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 383 865 14 04/29/2026 ☆
5371 Pivotal Advisors Llc CRD 310612 New York, NY Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.1B 15 15 4 03/31/2026 ☆
5372 Rae & Lipskie Investment Counsel Inc. CRD 327652 Waterloo Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,008 2,564 25 09/08/2026 ☆
5373 Fiduciary Benefits Group CRD 326204 Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 309 582 3 03/15/2026 ☆
5374 Pinnbrook Capital Management Lp CRD 312827 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 13 03/30/2026 ☆
5375 Caltius Capital Management, Lp CRD 157007 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 17 17 21 03/27/2026 ☆
5376 Gibbs Wealth Management, Llc CRD 281621 Alpharetta, GA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 5,356 5,357 147 08/28/2026 ☆
5377 Npa Asset Management, Llc CRD 131534 Fair Lawn, NJ Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 2,746 2,746 68 03/20/2026 ☆
5378 Spectrum Investment Advisors, Inc. CRD 108669 Mequon, WI Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 465 1,090 27 03/23/2026 ☆
5379 Isto Advisors, Llc CRD 284560 Troy, MI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 404 2,533 27 07/21/2026 ☆
5380 Uptick Partners, Llc CRD 324250 Nacogdoches, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,139 3,886 25 07/15/2026 ☆
5381 Penso Advisors, Llc CRD 158297 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 8 10 03/31/2026 ☆
5382 Schnieders Capital Management, Llc. CRD 120952 Pasadena, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 481 1,155 8 08/17/2026 ☆
5383 Vestia Advisors, Llc CRD 290565 Fort Wayne, IN Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 3,987 3,987 31 09/22/2026 ☆
5384 Talson Capital Management L.P. CRD 150787 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 36 36 8 08/26/2026 ☆
5385 Mcguire Investment Group, Llc CRD 296271 Wakefield, RI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 314 839 5 03/04/2026 ☆
5386 N CRD 151378 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 15 11 6 03/31/2025 ☆
5387 Hanson & Doremus Investment Management CRD 108045 Burlington, VT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 622 1,557 14 07/22/2026 ☆
5388 N CRD 156651 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 21 19 05/09/2025 ☆
5389 Beekman Investment Advisors, Llc CRD 163519 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 9 9 12 05/15/2026 ☆
5390 Talon Llc CRD 298714 San Juan, PR Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,921 11,189 22 05/21/2026 ☆
5391 Natwest Bank Plc (Uk) CRD 160376 London Wealth Manager · Mid-sized ($1B–$10B) $1.1B 466 466 126 08/03/2026 ☆
5392 Avidity Partners Management Lp CRD 304628 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 7 9 03/31/2026 ☆
5393 Fourpath Capital Management, Llc CRD 313573 Oklahoma City, OK Wealth Manager · Mid-sized ($1B–$10B) $1.1B 821 2,334 6 02/05/2026 ☆
5394 Gia Partners, Llc. CRD 151207 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.1B 16 17 10 03/16/2026 ☆
5395 Clearview Financial Partners, Llc CRD 286168 Radnor, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 669 803 8 07/28/2026 ☆
5396 Bok Financial Securities, Inc. CRD 17530 Tulsa, OK Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 3,334 3,330 165 03/31/2026 ☆
5397 Brio Consultants, Llc CRD 289889 San Francisco, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 804 804 21 09/03/2026 ☆
5398 Twin Oak Etf Company CRD 330365 Wellesley, MA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.1B 5 5 6 09/23/2026 ☆
5399 N CRD 169024 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 416 1,845 16 05/05/2025 ☆
5400 Seer Capital Management Lp CRD 152164 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 64 64 23 03/27/2026 ☆