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 |
|---|---|---|---|---|---|---|---|---|---|
| 701 | Rothschild And Co Wealth Management Uk Limited CRD 158022 | London | Private Fund Manager · Large ($10B–$100B) | $28.5B | 4,430 | 4,441 | 304 | 07/30/2026 | ☆ |
| 702 | Sage Advisory Services Ltd Co CRD 106236 | Austin, TX | Investment Adviser · Large ($10B–$100B) | $28.4B | 14,363 | 14,363 | 58 | 03/30/2026 | ☆ |
| 703 | Silvercrest Asset Management Group Llc CRD 118333 | New York, NY | Wealth Manager · Large ($10B–$100B) | $28.3B | 1,205 | 1,205 | 175 | 03/31/2026 | ☆ |
| 704 | Benefit Street Partners L.L.C. CRD 158672 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.3B | 74 | 74 | 241 | 07/30/2026 | ☆ |
| 705 | Pretium Residential Credit Management, Llc CRD 171026 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.2B | 36 | 36 | 110 | 08/27/2026 | ☆ |
| 706 | Baker Bros. Advisors Lp CRD 158149 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.1B | 2 | 2 | 60 | 03/27/2026 | ☆ |
| 707 | Axiom Investors Llc CRD 109605 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $28.1B | 70 | 73 | 57 | 03/27/2026 | ☆ |
| 708 | Jacobs Levy Equity Management Inc CRD 107022 | Florham Park, NJ | Investment Adviser · Large ($10B–$100B) | $28.0B | 75 | 148 | 70 | 04/30/2026 | ☆ |
| 709 | Arini Capital Management Us Llc CRD 331263 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $28.0B | 15 | 15 | 24 | 10/02/2026 | ☆ |
| 710 | Anchorage Capital Advisors, L.P. CRD 328998 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $27.8B | 116 | 116 | 88 | 08/27/2026 | ☆ |
| 711 | The Palisades Group, Llc CRD 165609 | Austin, TX | Investment Adviser · Large ($10B–$100B) | $27.8B | 5 | 15 | 90 | 05/08/2026 | ☆ |
| 712 | Towerbrook Capital Partners L.P. CRD 155730 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $27.7B | 62 | 62 | 132 | 06/09/2026 | ☆ |
| 713 | Bregal Investments, Inc. CRD 285006 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $27.5B | 44 | 44 | 101 | 03/30/2026 | ☆ |
| 714 | Asset Allocation & Management Company, Llc CRD 109875 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $27.5B | 123 | 846 | 49 | 03/24/2026 | ☆ |
| 715 | The Baldwin Group Wealth Advisors, Llc CRD 312284 | Tampa, FL | Investment Adviser · Large ($10B–$100B) | $27.3B | 2,134 | 2,651 | 50 | 08/14/2026 | ☆ |
| 716 | Kirkoswald Asset Management Llc CRD 298735 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $27.2B | 33 | 33 | 42 | 05/18/2026 | ☆ |
| 717 | Hrtg Gpe, Llc CRD 157389 | Wilson, WY | Private Fund Manager · Large ($10B–$100B) | $27.1B | 22 | 22 | 26 | 06/10/2026 | ☆ |
| 718 | Smartx Advisory Solutions Llc CRD 297680 | West Palm Beach, FL | Investment Adviser · Large ($10B–$100B) | $27.0B | 61 | 61 | 96 | 09/04/2026 | ☆ |
| 719 | Colchester Global Investors Ltd CRD 110985 | London | Private Fund Manager · Large ($10B–$100B) | $27.0B | 78 | 78 | 50 | 07/29/2026 | ☆ |
| 720 | Plante Moran Financial Advisors, Llc CRD 112158 | Southfield, MI | Wealth Manager · Large ($10B–$100B) | $26.9B | 4,009 | 19,176 | 144 | 09/28/2026 | ☆ |
| 721 | Aristotle Pacific Capital, Llc CRD 298050 | Newport Beach, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $26.8B | 15 | 44 | 46 | 03/31/2026 | ☆ |
| 722 | Aquarian Holdings Investment Management Llc CRD 292769 | New York, NY | Investment Adviser · Large ($10B–$100B) | $26.7B | 16 | 16 | 88 | 05/12/2026 | ☆ |
| 723 | Wellth Advisory Services, Llc CRD 330537 | Institutional / Pension Advisor · Large ($10B–$100B) | $26.7B | 3,887 | 3,889 | 74 | 08/31/2026 | ☆ | |
| 724 | Alpha Wave Global, Lp CRD 160894 | Miami, FL | Private Fund Manager · Large ($10B–$100B) | $26.7B | 23 | 24 | 113 | 08/31/2026 | ☆ |
| 725 | Brown Advisory Ltd. CRD 168985 | London | Investment Adviser · Large ($10B–$100B) | $26.6B | 986 | 1,532 | 110 | 03/30/2026 | ☆ |
| 726 | Arax Advisory Partners, Llc CRD 133535 | New York, NY | Insurance-Affiliated · Large ($10B–$100B) | $26.5B | 15,662 | 39,138 | 361 | 10/27/2026 | ☆ |
| 727 | Arcline Investment Management Lp CRD 299352 | Nashville, TN | Private Fund Manager · Large ($10B–$100B) | $26.5B | 15 | 15 | 59 | 03/31/2026 | ☆ |
| 728 | Allstate Investment Management Company CRD 107775 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $26.5B | 97 | 49 | 149 | 03/25/2026 | ☆ |
| 729 | Summit Financial, Llc CRD 299322 | Parsippany, NJ | Wealth Manager · Large ($10B–$100B) | $26.3B | 18,393 | 40,628 | 490 | 09/03/2026 | ☆ |
| 730 | Cfi Partners, Llc CRD 139531 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $26.3B | 6 | 11 | 47 | 03/31/2026 | ☆ |
| 731 | N CRD 136274 | Investment Adviser · Large ($10B–$100B) | $26.3B | 3 | 3 | 39 | 03/25/2025 | ☆ | |
| 732 | Invesco Hong Kong Limited CRD 109923 | Hong Kong | Institutional / Pension Advisor · Large ($10B–$100B) | $26.2B | 77 | 77 | 226 | 09/10/2026 | ☆ |
| 733 | Summit Rock Advisors, Lp CRD 144059 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $26.2B | 72 | 226 | 74 | 03/27/2026 | ☆ |
| 734 | Fred Alger Management, Llc CRD 106750 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $26.1B | 3,068 | 3,068 | 98 | 09/17/2026 | ☆ |
| 735 | Driehaus Capital Management Llc CRD 105757 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $26.1B | 90 | 90 | 82 | 09/14/2026 | ☆ |
| 736 | 1919 Investment Counsel, Llc CRD 133370 | Baltimore, MD | Wealth Manager · Large ($10B–$100B) | $26.0B | 5,169 | 5,169 | 131 | 10/16/2026 | ☆ |
| 737 | Federated Mdta Llc CRD 109355 | Boston, MA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $25.9B | 2,360 | 2,360 | 21 | 09/08/2026 | ☆ |
| 738 | Csop Asset Management Limited CRD 170206 | Central | Investment Adviser · Large ($10B–$100B) | $25.9B | 77 | 77 | 145 | 03/19/2026 | ☆ |
| 739 | Templeton Global Advisors Limited CRD 111383 | Nassau | Mutual Fund / Asset Manager · Large ($10B–$100B) | $25.8B | 12 | 15 | 8 | 09/16/2026 | ☆ |
| 740 | Blue Owl Insurance Advisors Llc CRD 331318 | New York, NY | Investment Adviser · Large ($10B–$100B) | $25.8B | 11 | 11 | 30 | 03/31/2026 | ☆ |
| 741 | Impax Asset Management, Ltd. CRD 143247 | London | Private Fund Manager · Large ($10B–$100B) | $25.8B | 686 | 686 | 165 | 10/26/2026 | ☆ |
| 742 | Fmr Investment Management (Uk) Limited CRD 108273 | London | Insurance-Affiliated · Large ($10B–$100B) | $25.8B | 42 | 82 | 119 | 06/29/2026 | ☆ |
| 743 | Agl Credit Management Llc CRD 299601 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $25.8B | 58 | 58 | 83 | 03/20/2026 | ☆ |
| 744 | Cigna Investments, Inc. CRD 105811 | Bloomfield, CT | Investment Adviser · Large ($10B–$100B) | $25.8B | 82 | 82 | 108 | 03/26/2026 | ☆ |
| 745 | Pretium Single Family Rental Manager Iii, Llc CRD 304443 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $25.7B | 26 | 26 | 120 | 05/07/2026 | ☆ |
| 746 | Audax Management Company (Ny), Llc CRD 159458 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $25.7B | 74 | 74 | 238 | 08/04/2026 | ☆ |
| 747 | Strategic Value Partners, Llc CRD 138406 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $25.6B | 62 | 62 | 226 | 06/08/2026 | ☆ |
| 748 | Ksl Advisors, Llc CRD 155677 | Denver, CO | Private Fund Manager · Large ($10B–$100B) | $25.6B | 60 | 60 | 135 | 06/23/2026 | ☆ |
| 749 | Palmer Square Capital Management Llc CRD 155697 | Mission Woods, KS | Private Fund Manager · Large ($10B–$100B) | $25.6B | 159 | 159 | 76 | 09/22/2026 | ☆ |
| 750 | Cvc Advisors (U.S.) Inc. CRD 174050 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $25.6B | 20 | 20 | 70 | 10/28/2026 | ☆ |