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 |
|---|---|---|---|---|---|---|---|---|---|
| 751 | H&H International Investment, Llc CRD 292451 | Palo Alto, CA | Wealth Manager · Large ($10B–$100B) | $25.5B | 2 | 12 | 2 | 09/17/2026 | ☆ |
| 752 | Hirtle & Co., Llc CRD 105403 | West Conshohocken, PA | Investment Adviser · Large ($10B–$100B) | $25.4B | 1,791 | 1,739 | 94 | 03/31/2026 | ☆ |
| 753 | Sompo Asset Management Co., Ltd. CRD 286479 | Tokyo | Institutional / Pension Advisor · Large ($10B–$100B) | $25.4B | 541 | 541 | 204 | 06/12/2026 | ☆ |
| 754 | Alkeon Capital Management, Llc CRD 118059 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $25.3B | 34 | 35 | 82 | 03/30/2026 | ☆ |
| 755 | Pemberton Capital Advisors Llp CRD 282621 | London | Private Fund Manager · Large ($10B–$100B) | $25.1B | 83 | 83 | 146 | 03/26/2026 | ☆ |
| 756 | Pershing Square Capital Management, L.P. CRD 132982 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $25.1B | 6 | 5 | 48 | 06/03/2026 | ☆ |
| 757 | Three Fifty Eight Investment Group, Llc CRD 334965 | Private Fund Manager · Large ($10B–$100B) | $25.0B | 1 | 1 | 5 | 03/31/2026 | ☆ | |
| 758 | Lpl Enterprise, Llc CRD 8733 | Fort Mill, SC | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $24.9B | 102,563 | 139,192 | 5,215 | 10/08/2026 | ☆ |
| 759 | Ruffer Llp CRD 309733 | London | Private Fund Manager · Large ($10B–$100B) | $24.9B | 5,250 | 5,250 | 282 | 10/13/2026 | ☆ |
| 760 | Garcia Hamilton & Associates Lp CRD 108017 | Houston, TX | Investment Adviser · Large ($10B–$100B) | $24.9B | 312 | 382 | 41 | 03/30/2026 | ☆ |
| 761 | W1 M Wealth Management Limited CRD 132210 | London | Private Fund Manager · Large ($10B–$100B) | $24.8B | 6,712 | 6,712 | 200 | 05/07/2026 | ☆ |
| 762 | Hermes Investment Management Limited CRD 153104 | London | Private Fund Manager · Large ($10B–$100B) | $24.8B | 61 | 61 | 422 | 03/26/2026 | ☆ |
| 763 | Belle Haven Investments, L.P. CRD 29278 | Rye Brook, NY | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $24.7B | 27,822 | 27,819 | 45 | 10/05/2026 | ☆ |
| 764 | Federated Hermes (Uk) Llp CRD 169087 | London | Private Fund Manager · Large ($10B–$100B) | $24.7B | 18 | 18 | 11 | 03/27/2026 | ☆ |
| 765 | Davenport & Company Llc CRD 1588 | Richmond, VA | Insurance-Affiliated · Large ($10B–$100B) | $24.7B | 17,724 | 24,315 | 525 | 07/27/2026 | ☆ |
| 766 | The Baupost Group, L.L.C. CRD 109530 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $24.7B | 12 | 12 | 210 | 03/30/2026 | ☆ |
| 767 | United Capital Financial Advisors, Llc CRD 134600 | Irving, TX | Wealth Manager · Large ($10B–$100B) | $24.6B | 25,510 | 45,106 | 289 | 06/15/2026 | ☆ |
| 768 | Jefferies Finance Llc CRD 162264 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $24.6B | 60 | 56 | 124 | 10/23/2026 | ☆ |
| 769 | Fundsmith Investment Services Limited CRD 310498 | Beaux Songes | Private Fund Manager · Large ($10B–$100B) | $24.6B | 13 | 13 | 12 | 06/29/2026 | ☆ |
| 770 | Arga Investment Management, Lp CRD 153665 | Miami, FL | Investment Adviser · Large ($10B–$100B) | $24.6B | 67 | 74 | 49 | 10/01/2026 | ☆ |
| 771 | Gabelli Funds, Llc CRD 104949 | Rye, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $24.6B | 33 | 54 | 56 | 07/14/2026 | ☆ |
| 772 | Mml Investment Advisers, Llc CRD 169568 | Springfield, MA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $24.5B | 56 | 55 | 18 | 09/18/2026 | ☆ |
| 773 | Dws Alternatives Global Limited CRD 139526 | London | Private Fund Manager · Large ($10B–$100B) | $24.5B | 63 | 63 | 138 | 10/29/2026 | ☆ |
| 774 | Macquarie Investment Management Europe Limited CRD 284603 | London | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $24.5B | 43 | 33 | 159 | 06/29/2026 | ☆ |
| 775 | Pgim Private Placement Investors, L.P. CRD 106442 | Newark, NJ | Investment Adviser · Large ($10B–$100B) | $24.4B | 33 | 40 | 290 | 03/27/2026 | ☆ |
| 776 | First Command Advisory Services CRD 281958 | Fort Worth, TX | Wealth Manager · Large ($10B–$100B) | $24.4B | 113,591 | 113,591 | 1,787 | 07/21/2026 | ☆ |
| 777 | Oneamerica Asset Management, Llc CRD 165929 | Indianapolis, IN | Investment Adviser · Large ($10B–$100B) | $24.4B | 8 | 10 | 37 | 03/31/2026 | ☆ |
| 778 | Pictet Asset Management Limited CRD 105205 | London | Private Fund Manager · Large ($10B–$100B) | $24.4B | 122 | 126 | 314 | 10/05/2026 | ☆ |
| 779 | N CRD 324457 | Private Fund Manager · Large ($10B–$100B) | $24.4B | 195 | 195 | 91 | 07/24/2025 | ☆ | |
| 780 | Ge Investment Management Corp CRD 323648 | Norwalk, CT | Private Fund Manager · Large ($10B–$100B) | $24.4B | 1 | 1 | 5 | 01/30/2026 | ☆ |
| 781 | Matson Money, Inc. CRD 110425 | Mason, OH | Investment Adviser · Large ($10B–$100B) | $24.3B | 29,985 | 29,979 | 69 | 05/15/2026 | ☆ |
| 782 | Towers Watson Investment Management Limited CRD 168493 | London | Private Fund Manager · Large ($10B–$100B) | $24.3B | 13 | 13 | 145 | 06/18/2026 | ☆ |
| 783 | Elmwood Asset Management Llc CRD 297926 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $24.3B | 52 | 52 | 45 | 10/02/2026 | ☆ |
| 784 | Makena Capital Management, Llc CRD 156855 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $24.3B | 48 | 48 | 77 | 03/31/2026 | ☆ |
| 785 | Xponance Llc CRD 111126 | Philadelphia, PA | Investment Adviser · Large ($10B–$100B) | $24.3B | 131 | 131 | 46 | 09/03/2026 | ☆ |
| 786 | Bridgepoint Llc CRD 322260 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $24.2B | 60 | 60 | 21 | 04/29/2026 | ☆ |
| 787 | Bgo Us Real Estate Lp CRD 157034 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $24.1B | 264 | 264 | 103 | 07/30/2026 | ☆ |
| 788 | Providence Equity Partners L.L.C. CRD 155678 | Providence, RI | Private Fund Manager · Large ($10B–$100B) | $24.1B | 41 | 41 | 135 | 11/03/2026 | ☆ |
| 789 | Precision Fiduciary Partners, Llc CRD 149694 | Austin, TX | Institutional / Pension Advisor · Large ($10B–$100B) | $24.1B | 4,144 | 4,224 | 17 | 07/10/2026 | ☆ |
| 790 | T. Rowe Price Japan, Inc. CRD 290585 | Tokyo | Private Fund Manager · Large ($10B–$100B) | $24.1B | 73 | 79 | 80 | 07/01/2026 | ☆ |
| 791 | Bentallgreenoak (U.S.) Limited Partnership CRD 111470 | Seattle, WA | Investment Adviser · Large ($10B–$100B) | $24.1B | 17 | 17 | 127 | 07/30/2026 | ☆ |
| 792 | Polen Capital Management, Llc CRD 106093 | Boca Raton, FL | Investment Adviser · Large ($10B–$100B) | $24.1B | 1,602 | 1,607 | 168 | 09/30/2026 | ☆ |
| 793 | Templeton Asset Management Ltd. CRD 111382 | Singapore | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $24.0B | 78 | 79 | 94 | 09/16/2026 | ☆ |
| 794 | Commonfund Ocio, Inc. CRD 110689 | Norwalk, CT | Private Fund Manager · Large ($10B–$100B) | $23.9B | 156 | 156 | 47 | 09/28/2026 | ☆ |
| 795 | China Asset Management (Hong Kong) Limited CRD 166615 | Hong Kong | Private Fund Manager · Large ($10B–$100B) | $23.9B | 63 | 83 | 104 | 03/31/2026 | ☆ |
| 796 | Merit Financial Group, Llc CRD 142457 | Alpharetta, GA | Insurance-Affiliated · Large ($10B–$100B) | $23.9B | 20,711 | 20,710 | 470 | 11/04/2026 | ☆ |
| 797 | Independent Franchise Partners Llp CRD 150108 | London | Private Fund Manager · Large ($10B–$100B) | $23.8B | 30 | 35 | 34 | 07/02/2026 | ☆ |
| 798 | Stonehage Fleming Investment Management Limited CRD 313913 | London, Greater London | Wealth Manager · Large ($10B–$100B) | $23.8B | 725 | 725 | 110 | 06/29/2026 | ☆ |
| 799 | Akkr Fund Ii Management Company, Lp CRD 156498 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $23.8B | 32 | 32 | 117 | 09/28/2026 | ☆ |
| 800 | Systematica Investments Gp Limited CRD 289338 | St Helier | Private Fund Manager · Large ($10B–$100B) | $23.8B | 38 | 43 | 34 | 03/31/2026 | ☆ |