Investment advisers
44,991 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 |
|---|---|---|---|---|---|---|---|---|---|
| 801 | Systematica Investments Limited CRD 173876 | St Helier | Private Fund Manager · Large ($10B–$100B) | $23.8B | 38 | 43 | 0 | 03/31/2026 | ☆ |
| 802 | Systematica Investments Singapore Pte. Ltd CRD 289335 | Singapore | Private Fund Manager · Large ($10B–$100B) | $23.8B | 38 | 43 | 6 | 03/31/2026 | ☆ |
| 803 | Systematica Investments Uk Llp CRD 289336 | London | Private Fund Manager · Large ($10B–$100B) | $23.8B | 38 | 43 | 26 | 03/31/2026 | ☆ |
| 804 | Moore Capital Management, Lp CRD 160188 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $23.7B | 6 | 6 | 337 | 03/31/2026 | ☆ |
| 805 | Horsley Bridge Partners Llc CRD 110877 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $23.6B | 46 | 46 | 45 | 06/17/2026 | ☆ |
| 806 | K1 Investment Management Llc CRD 161953 | Manhattan Beach, CA | Private Fund Manager · Large ($10B–$100B) | $23.6B | 26 | 26 | 75 | 08/03/2026 | ☆ |
| 807 | Integrated Wealth Concepts Llc CRD 284656 | Waltham, MA | Wealth Manager · Large ($10B–$100B) | $23.6B | 29,848 | 65,563 | 493 | 08/03/2026 | ☆ |
| 808 | Twentyfour Asset Management (Us) Lp CRD 285791 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $23.5B | 24 | 24 | 5 | 07/20/2026 | ☆ |
| 809 | Longfellow Investment Management Co. Llc CRD 104945 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $23.4B | 161 | 192 | 51 | 08/06/2026 | ☆ |
| 810 | Wasatch Advisors Lp CRD 106081 | Salt Lake City, UT | Investment Adviser · Large ($10B–$100B) | $23.3B | 239 | 239 | 96 | 03/16/2026 | ☆ |
| 811 | Oxford Financial Group, Ltd. Llc CRD 105303 | Carmel, IN | Wealth Manager · Large ($10B–$100B) | $23.3B | 697 | 6,593 | 156 | 07/09/2026 | ☆ |
| 812 | New Holland Capital, Llc CRD 160211 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $23.3B | 34 | 18 | 32 | 09/04/2026 | ☆ |
| 813 | J O Hambro Capital Management Limited CRD 138653 | London | Private Fund Manager · Large ($10B–$100B) | $23.3B | 63 | 63 | 155 | 09/29/2025 | ☆ |
| 814 | Jordan Park Group Llc CRD 287755 | San Francisco, CA | Wealth Manager · Large ($10B–$100B) | $23.3B | 229 | 4,487 | 153 | 07/08/2026 | ☆ |
| 815 | Engineers Gate Manager Lp CRD 172249 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $23.2B | 5 | 5 | 296 | 03/31/2026 | ☆ |
| 816 | Capital Advisors Group, Inc CRD 112000 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $23.0B | 236 | 236 | 33 | 03/29/2026 | ☆ |
| 817 | Johnson Investment Counsel, Inc. CRD 117054 | Cincinnati, OH | Wealth Manager · Large ($10B–$100B) | $23.0B | 5,470 | 18,154 | 164 | 05/19/2026 | ☆ |
| 818 | Exchange Traded Concepts, Llc CRD 151197 | Oklahoma City, OK | Mutual Fund / Asset Manager · Large ($10B–$100B) | $23.0B | 130 | 130 | 16 | 02/11/2026 | ☆ |
| 819 | Ottawa Avenue Private Capital, Llc CRD 282516 | Grand Rapids, MI | Private Fund Manager · Large ($10B–$100B) | $22.9B | 94 | 94 | 91 | 08/28/2026 | ☆ |
| 820 | N CRD 17868 | Wealth Manager · Large ($10B–$100B) | $22.9B | 49,199 | 65,208 | 2,148 | 03/31/2026 | ☆ | |
| 821 | Cbre Investment Management, Llc CRD 109981 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $22.8B | 31 | 18 | 213 | 07/08/2026 | ☆ |
| 822 | Prudential Select Strategies Llc CRD 286153 | Newark, NJ | Investment Adviser · Large ($10B–$100B) | $22.8B | 34 | 153 | 64 | 03/17/2026 | ☆ |
| 823 | Thrivent Investment Capital Advisors, Llc CRD 338378 | Minneapolis, MN | Private Fund Manager · Large ($10B–$100B) | $22.8B | 47 | 47 | 66 | 03/30/2026 | ☆ |
| 824 | Cantillon Capital Management Llc CRD 137895 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $22.8B | 2 | 18 | 14 | 03/26/2026 | ☆ |
| 825 | Cantillon Capital Management Llp CRD 139303 | London | Private Fund Manager · Large ($10B–$100B) | $22.8B | 2 | 18 | 11 | 03/26/2026 | ☆ |
| 826 | Commonfund Ocio, Inc. CRD 110689 | Norwalk, CT | Private Fund Manager · Large ($10B–$100B) | $22.7B | 153 | 153 | 42 | 12/22/2025 | ☆ |
| 827 | Segall Bryant & Hamill, Llc CRD 106505 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $22.6B | 5,743 | 2,770 | 161 | 07/13/2026 | ☆ |
| 828 | Benefit Street Partners Limited CRD 160617 | London | Private Fund Manager · Large ($10B–$100B) | $22.6B | 42 | 50 | 164 | 05/07/2026 | ☆ |
| 829 | Mpc Capital Advisors, Llc CRD 153586 | Rockville Centre, NY | Institutional / Pension Advisor · Large ($10B–$100B) | $22.6B | 33 | 33 | 9 | 03/26/2026 | ☆ |
| 830 | Baring International Investment Ltd CRD 105724 | London | Investment Adviser · Large ($10B–$100B) | $22.6B | 47 | 47 | 504 | 07/30/2026 | ☆ |
| 831 | Signature Estate & Investment Advisors Llc CRD 108163 | Los Angeles, CA | Wealth Manager · Large ($10B–$100B) | $22.5B | 9,833 | 9,833 | 241 | 09/14/2026 | ☆ |
| 832 | Crestline Management, L.P. CRD 122711 | Fort Worth, TX | Insurance-Affiliated · Large ($10B–$100B) | $22.5B | 131 | 135 | 195 | 08/28/2026 | ☆ |
| 833 | Tcmi, Inc. CRD 160389 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $22.5B | 34 | 34 | 79 | 03/27/2026 | ☆ |
| 834 | Onex Partners Manager Lp CRD 160923 | Toronto | Private Fund Manager · Large ($10B–$100B) | $22.5B | 35 | 35 | 180 | 08/27/2026 | ☆ |
| 835 | Prime Finance Advisor, L.P. CRD 159971 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $22.2B | 73 | 73 | 185 | 05/19/2026 | ☆ |
| 836 | Eig Management Company, Llc CRD 154302 | Washington, DC | Private Fund Manager · Large ($10B–$100B) | $22.2B | 66 | 68 | 124 | 03/31/2026 | ☆ |
| 837 | Cvc Secondary Partners (U.S.), Llc CRD 289554 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $22.2B | 31 | 31 | 45 | 07/09/2026 | ☆ |
| 838 | Dawson Partners Inc. CRD 281728 | Toronto | Private Fund Manager · Large ($10B–$100B) | $22.1B | 16 | 31 | 231 | 06/09/2026 | ☆ |
| 839 | Waterfall Asset Management, Llc CRD 137746 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $22.0B | 64 | 68 | 133 | 07/23/2026 | ☆ |
| 840 | Vident Advisory, Llc CRD 286622 | Alpharetta, GA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $22.0B | 1,492 | 1,962 | 38 | 03/31/2026 | ☆ |
| 841 | Lincoln Investment Planning, Llc CRD 519 | Fort Washington, PA | Insurance-Affiliated · Large ($10B–$100B) | $22.0B | 138,369 | 199,383 | 1,238 | 07/20/2026 | ☆ |
| 842 | Davis Selected Advisers Ny, Inc. CRD 106659 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $22.0B | 37 | 37 | 57 | 03/19/2026 | ☆ |
| 843 | Highland Consulting Associates Inc. CRD 109834 | Cleveland, OH | Institutional / Pension Advisor · Large ($10B–$100B) | $21.9B | 167 | 468 | 28 | 03/18/2026 | ☆ |
| 844 | Magellan Asset Management Limited CRD 159256 | Sydney, Nsw | Private Fund Manager · Large ($10B–$100B) | $21.7B | 45 | 50 | 100 | 07/31/2026 | ☆ |
| 845 | Rialto Capital Management, Llc CRD 159998 | Miami, FL | Private Fund Manager · Large ($10B–$100B) | $21.7B | 66 | 66 | 82 | 07/06/2026 | ☆ |
| 846 | Neos Investment Management, Llc CRD 321256 | Westport, CT | Mutual Fund / Asset Manager · Large ($10B–$100B) | $21.7B | 19 | 19 | 35 | 03/30/2026 | ☆ |
| 847 | Lone Pine Capital Llc CRD 156602 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $21.6B | 17 | 17 | 101 | 03/30/2026 | ☆ |
| 848 | Stockbridge Capital Group, Llc CRD 149002 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $21.5B | 22 | 25 | 183 | 06/30/2026 | ☆ |
| 849 | Ehrenkranz Partners L.P. CRD 131728 | New York, NY | Multi-Family Office · Large ($10B–$100B) | $21.5B | 204 | 204 | 46 | 06/08/2026 | ☆ |
| 850 | Edgewood Management Llc CRD 106647 | Greenwich, CT | Investment Adviser · Large ($10B–$100B) | $21.5B | 1,070 | 1,070 | 41 | 07/30/2026 | ☆ |