Investment advisers
45,544 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 551 | Silchester International Investors Llp CRD 110987 | London | Private Fund Manager · Large ($10B–$100B) | $38.6B | 7 | 7 | 32 | 06/16/2026 | ☆ |
| 552 | Investure, Llc CRD 130099 | Charlottesville, VA | Private Fund Manager · Large ($10B–$100B) | $38.5B | 38 | 58 | 51 | 08/20/2026 | ☆ |
| 553 | N CRD 107390 | Investment Adviser · Large ($10B–$100B) | $38.2B | 4,653 | 8,063 | 225 | 05/12/2025 | ☆ | |
| 554 | First Manhattan Co. Llc CRD 325281 | New York, NY | Wealth Manager · Large ($10B–$100B) | $38.1B | 6,294 | 6,294 | 147 | 08/13/2026 | ☆ |
| 555 | Accel Management Co. L.L.C CRD 331435 | Palo Alto, CA | Private Fund Manager · Large ($10B–$100B) | $38.0B | 83 | 83 | 91 | 03/30/2026 | ☆ |
| 556 | Tiaa Cref Individual & Institutional Services, Llc CRD 20472 | New York, NY | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $37.9B | 72,503 | 72,503 | 1,293 | 07/06/2026 | ☆ |
| 557 | Polar Asset Management Partners Inc. CRD 162681 | Toronto | Private Fund Manager · Large ($10B–$100B) | $37.9B | 19 | 20 | 164 | 11/03/2026 | ☆ |
| 558 | Hilltop Securities Asset Management, Llc CRD 110760 | Dallas, TX | Investment Adviser · Large ($10B–$100B) | $37.7B | 60 | 60 | 31 | 03/26/2026 | ☆ |
| 559 | Nomura Corporate Research And Asset Management Inc CRD 110411 | New York, NY | Investment Adviser · Large ($10B–$100B) | $37.6B | 66 | 66 | 50 | 06/24/2026 | ☆ |
| 560 | Creative Planning Institutional Advisors, Llc CRD 126777 | Newport Beach, CA | Institutional / Pension Advisor · Large ($10B–$100B) | $37.5B | 915 | 1,301 | 195 | 08/25/2026 | ☆ |
| 561 | Voya Retirement Advisors, Llc CRD 3989 | Windsor, CT | Investment Adviser · Large ($10B–$100B) | $37.5B | 7,672 | 7,672 | 121 | 03/06/2026 | ☆ |
| 562 | N CRD 3978 | Wealth Manager · Large ($10B–$100B) | $37.1B | 103,063 | 103,063 | 1,607 | 01/13/2025 | ☆ | |
| 563 | Dragoneer Investment Group, Llc CRD 161443 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $37.0B | 39 | 39 | 79 | 05/04/2026 | ☆ |
| 564 | Sound Point Capital Management, Lp CRD 157479 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $37.0B | 161 | 162 | 200 | 03/31/2026 | ☆ |
| 565 | Hotchkis And Wiley Capital Management, Llc CRD 114649 | Los Angeles, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $36.9B | 98 | 103 | 64 | 03/30/2026 | ☆ |
| 566 | Mic Capital Management Uk Llp CRD 316617 | London | Private Fund Manager · Large ($10B–$100B) | $36.8B | 57 | 57 | 236 | 07/15/2026 | ☆ |
| 567 | Rockefeller & Co. Llc CRD 294197 | New York, NY | Insurance-Affiliated · Large ($10B–$100B) | $36.8B | 6,490 | 10,479 | 602 | 03/31/2026 | ☆ |
| 568 | 55 I, Llc CRD 286620 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $36.7B | 3,522 | 88,930 | 86 | 06/30/2026 | ☆ |
| 569 | Steward Partners Investment Advisory, Llc CRD 283004 | Stamford, CT | Insurance-Affiliated · Large ($10B–$100B) | $36.7B | 42,763 | 72,273 | 549 | 09/22/2026 | ☆ |
| 570 | Oppenheimer & Co. Inc. CRD 249 | New York, NY | Insurance-Affiliated · Large ($10B–$100B) | $36.7B | 39,036 | 39,036 | 2,806 | 09/30/2026 | ☆ |
| 571 | Asb Capital Management Llc CRD 110995 | Bethesda, MD | Private Fund Manager · Large ($10B–$100B) | $36.7B | 83 | 84 | 62 | 04/29/2026 | ☆ |
| 572 | Coller Investment Management Ltd CRD 111035 | St. Peter Port | Private Fund Manager · Large ($10B–$100B) | $36.7B | 33 | 33 | 10 | 09/18/2026 | ☆ |
| 573 | Woodline Partners Lp CRD 301480 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $36.7B | 6 | 6 | 102 | 11/04/2026 | ☆ |
| 574 | Scout Investments, Inc. CRD 111787 | Kansas City, MO | Investment Adviser · Large ($10B–$100B) | $36.6B | 328 | 328 | 53 | 05/20/2026 | ☆ |
| 575 | Shenkman Capital Management, Inc. CRD 112192 | New York, NY | Investment Adviser · Large ($10B–$100B) | $36.5B | 159 | 159 | 149 | 09/25/2026 | ☆ |
| 576 | Greystar Investment Group, Llc CRD 160665 | Charleston, SC | Private Fund Manager · Large ($10B–$100B) | $36.5B | 69 | 70 | 588 | 09/30/2026 | ☆ |
| 577 | Bbr Partners, Llc CRD 109688 | New York, NY | Multi-Family Office · Large ($10B–$100B) | $36.5B | 245 | 1,875 | 175 | 07/30/2026 | ☆ |
| 578 | Hudson Americas L.P. CRD 156078 | Dallas, TX | Private Fund Manager · Large ($10B–$100B) | $36.4B | 86 | 86 | 293 | 08/31/2026 | ☆ |
| 579 | Select Equity Group, L.P. CRD 168496 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $36.4B | 766 | 770 | 171 | 03/31/2026 | ☆ |
| 580 | Stone Ridge Asset Management Llc CRD 165598 | New York, NY | Investment Adviser · Large ($10B–$100B) | $36.3B | 72 | 72 | 238 | 08/24/2026 | ☆ |
| 581 | Guidestone Capital Management, Llc CRD 112319 | Dallas, TX | Mutual Fund / Asset Manager · Large ($10B–$100B) | $36.2B | 27 | 27 | 35 | 07/28/2026 | ☆ |
| 582 | Voloridge Investment Management, Llc CRD 152869 | Jupiter, FL | Private Fund Manager · Large ($10B–$100B) | $36.2B | 5 | 5 | 144 | 03/30/2026 | ☆ |
| 583 | Beutel, Goodman & Company Ltd. CRD 135829 | Toronto, Ont. | Investment Adviser · Large ($10B–$100B) | $36.1B | 1,847 | 1,847 | 128 | 03/30/2026 | ☆ |
| 584 | Eagle Capital Management Llc CRD 106422 | New York, NY | Investment Adviser · Large ($10B–$100B) | $35.8B | 2,279 | 2,284 | 45 | 09/10/2026 | ☆ |
| 585 | Gi Manager L.P. CRD 161573 | Scottsdale, AZ | Private Fund Manager · Large ($10B–$100B) | $35.7B | 29 | 29 | 160 | 03/30/2026 | ☆ |
| 586 | Lone Star Americas Acquisitions, Inc. CRD 160000 | Dallas, TX | Private Fund Manager · Large ($10B–$100B) | $35.7B | 31 | 31 | 36 | 08/31/2026 | ☆ |
| 587 | Blackstone Credit Systematic Strategies Llc CRD 134018 | New York, NY | Investment Adviser · Large ($10B–$100B) | $35.7B | 44 | 48 | 630 | 10/20/2026 | ☆ |
| 588 | Clark Capital Management Group Inc CRD 104796 | Philadelphia, PA | Wealth Manager · Large ($10B–$100B) | $35.7B | 36,013 | 36,013 | 151 | 10/06/2026 | ☆ |
| 589 | Hbk Investments L.P. CRD 115079 | Dallas, TX | Private Fund Manager · Large ($10B–$100B) | $35.6B | 7 | 9 | 198 | 06/30/2026 | ☆ |
| 590 | Nea Management Company, Llc CRD 161004 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $35.6B | 27 | 27 | 113 | 08/26/2026 | ☆ |
| 591 | Arini Capital Management Limited CRD 331241 | London | Private Fund Manager · Large ($10B–$100B) | $35.5B | 28 | 28 | 121 | 10/02/2026 | ☆ |
| 592 | Eaton Vance Advisers International Ltd. CRD 283733 | London | Mutual Fund / Asset Manager · Large ($10B–$100B) | $35.5B | 42 | 42 | 68 | 10/07/2026 | ☆ |
| 593 | Strategic Investment Management, Llc CRD 104862 | Arlington, VA | Institutional / Pension Advisor · Large ($10B–$100B) | $35.5B | 82 | 87 | 94 | 10/09/2026 | ☆ |
| 594 | Castlelake, L.P. CRD 145165 | Minneapolis, MN | Private Fund Manager · Large ($10B–$100B) | $35.3B | 50 | 50 | 251 | 03/27/2026 | ☆ |
| 595 | Aksia Llc CRD 143422 | New York, NY | Investment Adviser · Large ($10B–$100B) | $35.2B | 142 | 69 | 177 | 11/06/2026 | ☆ |
| 596 | Eqt Real Estate, Llc CRD 161935 | Radnor, PA | Private Fund Manager · Large ($10B–$100B) | $35.1B | 16 | 16 | 222 | 03/31/2026 | ☆ |
| 597 | Government Portfolio Advisors Llc CRD 170384 | Portland, OR | Investment Adviser · Large ($10B–$100B) | $35.1B | 73 | 76 | 11 | 08/17/2026 | ☆ |
| 598 | Fayez Sarofim & Co., Llc CRD 106584 | Houston, TX | Investment Adviser · Large ($10B–$100B) | $35.1B | 2,997 | 2,997 | 54 | 05/12/2026 | ☆ |
| 599 | Alight Financial Advisors, Llc CRD 158744 | Charlotte, NC | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $35.1B | 195,957 | 195,957 | 70 | 03/03/2026 | ☆ |
| 600 | Octagon Credit Investors, Llc CRD 155336 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $35.1B | 128 | 132 | 100 | 03/30/2026 | ☆ |