AUMdb

Investment advisers

44,512 firms from SEC Form ADV filings

Advanced market filters Pro · unlock

Profiles and source records remain public on every plan.

Save, monitor & export with Pro
#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
5351 Yeske Buie Inc. CRD 143234 Vienna, VA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 469 1,495 17 07/02/2026 ☆
5352 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 ☆
5353 Ack Asset Management Llc CRD 155136 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 2 159 10 03/13/2026 ☆
5354 St. Clair Advisors, Llc CRD 155064 Mayfield Heights, OH Wealth Manager · Mid-sized ($1B–$10B) $1.1B 133 536 12 03/23/2026 ☆
5355 Almitas Capital Llc CRD 166705 Santa Monica, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 2 2 12 05/08/2026 ☆
5356 Resources Management Corp CRD 104674 West Hartford, CT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 383 865 14 04/29/2026 ☆
5357 Pivotal Advisors Llc CRD 310612 New York, NY Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.1B 15 15 4 03/31/2026 ☆
5358 Rae & Lipskie Investment Counsel Inc. CRD 327652 Waterloo Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,008 2,564 25 03/31/2026 ☆
5359 Fiduciary Benefits Group CRD 326204 Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 309 582 3 03/15/2026 ☆
5360 Pinnbrook Capital Management Lp CRD 312827 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 4 13 03/30/2026 ☆
5361 Caltius Capital Management, Lp CRD 157007 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 17 17 21 03/27/2026 ☆
5362 Gibbs Wealth Management, Llc CRD 281621 Alpharetta, GA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 5,356 5,357 147 07/01/2026 ☆
5363 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 ☆
5364 Spectrum Investment Advisors, Inc. CRD 108669 Mequon, WI Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.1B 465 1,090 27 03/23/2026 ☆
5365 Isto Advisors, Llc CRD 284560 Troy, MI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 404 2,533 27 07/21/2026 ☆
5366 Insight Wealth Strategies, Llc CRD 293644 San Ramon, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 567 2,038 12 02/02/2026 ☆
5367 Uptick Partners, Llc CRD 324250 Nacogdoches, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,139 3,886 25 07/15/2026 ☆
5368 Penso Advisors, Llc CRD 158297 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 4 8 10 03/31/2026 ☆
5369 Schnieders Capital Management, Llc. CRD 120952 Pasadena, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 481 1,155 8 07/16/2026 ☆
5370 Vestia Advisors, Llc CRD 290565 Fort Wayne, IN Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 3,987 3,987 31 03/29/2026 ☆
5371 Talson Capital Management L.P. CRD 150787 Darien, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 36 36 8 03/18/2026 ☆
5372 Mcguire Investment Group, Llc CRD 296271 Wakefield, RI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 314 839 5 03/04/2026 ☆
5373 N CRD 151378 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 15 11 6 03/31/2025 ☆
5374 Hanson & Doremus Investment Management CRD 108045 Burlington, VT Wealth Manager · Mid-sized ($1B–$10B) $1.1B 622 1,557 14 07/22/2026 ☆
5375 N CRD 156651 Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 10 21 19 05/09/2025 ☆
5376 Beekman Investment Advisors, Llc CRD 163519 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 9 9 12 05/15/2026 ☆
5377 Talon Llc CRD 298714 San Juan, PR Wealth Manager · Mid-sized ($1B–$10B) $1.1B 1,921 11,189 22 05/21/2026 ☆
5378 Natwest Bank Plc (Uk) CRD 160376 London Wealth Manager · Mid-sized ($1B–$10B) $1.1B 466 466 126 08/03/2026 ☆
5379 Avidity Partners Management Lp CRD 304628 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 7 7 9 03/31/2026 ☆
5380 Fourpath Capital Management, Llc CRD 313573 Oklahoma City, OK Wealth Manager · Mid-sized ($1B–$10B) $1.1B 821 2,334 6 02/05/2026 ☆
5381 Gia Partners, Llc. CRD 151207 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.1B 16 17 10 03/16/2026 ☆
5382 Clearview Financial Partners, Llc CRD 286168 Radnor, PA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 669 803 8 07/28/2026 ☆
5383 Bok Financial Securities, Inc. CRD 17530 Tulsa, OK Insurance-Affiliated · Mid-sized ($1B–$10B) $1.1B 3,334 3,330 165 03/31/2026 ☆
5384 Brio Consultants, Llc CRD 289889 San Francisco, CA Wealth Manager · Mid-sized ($1B–$10B) $1.1B 804 804 21 06/23/2026 ☆
5385 Twin Oak Etf Company CRD 330365 Wellesley, MA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.1B 5 5 6 05/28/2026 ☆
5386 N CRD 169024 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 416 1,845 16 05/05/2025 ☆
5387 Seer Capital Management Lp CRD 152164 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 64 64 23 03/27/2026 ☆
5388 Worthpointe, Llc CRD 143996 Wealth Manager · Mid-sized ($1B–$10B) $1.1B 626 1,703 16 03/31/2026 ☆
5389 Bsip Slp Gp, Llc CRD 298964 Frisco, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 17 17 20 06/30/2026 ☆
5390 Sequent Asset Management, Llc CRD 148194 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $1.1B 335 335 3 04/01/2026 ☆
5391 Form Wealth Advisors, Llc CRD 326519 Lake Geneva, WI Wealth Manager · Mid-sized ($1B–$10B) $1.1B 794 2,724 16 03/11/2026 ☆
5392 Stepp & Rothwell Inc CRD 107999 Overland Park, KS Wealth Manager · Mid-sized ($1B–$10B) $1.1B 340 2,283 25 03/27/2026 ☆
5393 Armbruster Capital Management, Inc. CRD 151590 Pittsford, NY Wealth Manager · Mid-sized ($1B–$10B) $1.1B 524 524 9 07/30/2026 ☆
5394 Griffin Asset Management, Llc CRD 104548 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.1B 689 689 10 02/25/2026 ☆
5395 Freedom 3 Capital, Llc CRD 170786 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 23 27 19 03/25/2026 ☆
5396 Preston Capital Llc CRD 328417 Aliso Viejo, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 3 3 18 06/01/2026 ☆
5397 Revolvercap Management, L.P. CRD 290377 Teaneck, NJ Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 3 3 4 03/18/2026 ☆
5398 Nordea Investment Management North America, Inc. CRD 116837 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.1B 1 5 4 05/06/2026 ☆
5399 Dgs Capital Management, Llc CRD 281938 Jersey City, NJ Wealth Manager · Mid-sized ($1B–$10B) $1.1B 400 1,141 12 03/30/2026 ☆
5400 Connelly Capital Management Llc CRD 324104 Guaynabo, PR Private Fund Manager · Mid-sized ($1B–$10B) $1.1B 3 37 2 03/27/2026 ☆