AUMdb

Investment advisers

44,991 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
901 Record Currency Management (Us) Inc CRD 171338 New York, NY Investment Adviser · Large ($10B–$100B) $19.7B 1 8 3 06/30/2026 ☆
902 Townsend Holdings Llc CRD 160006 Cleveland, OH Institutional / Pension Advisor · Large ($10B–$100B) $19.6B 67 67 110 03/30/2026 ☆
903 Royalty Pharma Sub Manager, Llc CRD 335070 New York, NY Private Fund Manager · Large ($10B–$100B) $19.6B 7 7 91 05/04/2026 ☆
904 Ares Capital Management Ii Llc CRD 157292 Los Angeles, CA Investment Adviser · Large ($10B–$100B) $19.6B 28 29 924 08/26/2026 ☆
905 Park Avenue Securities Llc CRD 46173 New York, NY Broker-Dealer (Dually Registered) · Large ($10B–$100B) $19.6B 82,118 82,118 2,073 09/08/2026 ☆
906 Trinitas Capital Management, Llc CRD 281328 Dallas, TX Private Fund Manager · Large ($10B–$100B) $19.6B 45 45 26 03/30/2026 ☆
907 Egerton Capital (Us), Lp CRD 297738 New York, NY Private Fund Manager · Large ($10B–$100B) $19.5B 5 5 8 03/26/2026 ☆
908 N CRD 110565 Institutional / Pension Advisor · Large ($10B–$100B) $19.4B 58 122 87 03/20/2026 ☆
909 Ellington Financial Management Llc CRD 150510 Old Greenwich, CT Private Fund Manager · Large ($10B–$100B) $19.4B 1 1 164 03/30/2026 ☆
910 Pentwater Capital Management Lp CRD 156873 Naples, FL Private Fund Manager · Large ($10B–$100B) $19.3B 23 23 45 03/31/2026 ☆
911 Berkshire Property Advisors, Llc CRD 161374 Boston, MA Private Fund Manager · Large ($10B–$100B) $19.2B 8 8 226 03/30/2026 ☆
912 Amova Asset Management Uk Limited CRD 111038 London Investment Adviser · Large ($10B–$100B) $19.2B 17 74 85 09/14/2026 ☆
913 Pdt Partners, Llc CRD 163776 New York, NY Private Fund Manager · Large ($10B–$100B) $19.2B 5 20 285 03/31/2026 ☆
914 Choreo, Llc CRD 111221 Rockford, IL Wealth Manager · Large ($10B–$100B) $19.1B 6,891 24,999 232 07/10/2026 ☆
915 Veritas Asset Management Llp CRD 174314 London Institutional / Pension Advisor · Large ($10B–$100B) $19.1B 40 40 42 03/26/2026 ☆
916 Egerton Capital (Uk) Llp CRD 156384 London Private Fund Manager · Large ($10B–$100B) $19.1B 5 5 36 05/21/2026 ☆
917 Burgundy Asset Management Ltd. CRD 114317 Toronto, Ontario Wealth Manager · Large ($10B–$100B) $19.1B 3,334 3,335 140 01/28/2026 ☆
918 Allianz Investment Management Llc CRD 111925 Minneapolis, MN Mutual Fund / Asset Manager · Large ($10B–$100B) $19.1B 74 83 50 09/11/2026 ☆
919 Deerfield Management Company, L.P. CRD 157876 New York, NY Private Fund Manager · Large ($10B–$100B) $19.1B 12 12 189 07/31/2026 ☆
920 Kps Capital Partners, Lp CRD 157678 New York, NY Private Fund Manager · Large ($10B–$100B) $19.1B 15 15 111 03/30/2026 ☆
921 Great Hill Partners, Lp CRD 158158 Boston, MA Private Fund Manager · Large ($10B–$100B) $19.0B 50 50 107 03/30/2026 ☆
922 Knighthead Capital Management, Llc CRD 157483 New York, NY Private Fund Manager · Large ($10B–$100B) $19.0B 50 50 58 05/07/2026 ☆
923 Benjamin F. Edwards & Company, Incorporated CRD 146936 St. Louis, MO Insurance-Affiliated · Large ($10B–$100B) $18.9B 33,057 55,423 755 09/21/2026 ☆
924 Alpine Management Services Iii, Llc CRD 157255 San Francisco, CA Private Fund Manager · Large ($10B–$100B) $18.9B 16 16 96 03/31/2026 ☆
925 American Securities Llc CRD 160648 New York, NY Private Fund Manager · Large ($10B–$100B) $18.9B 23 23 150 05/14/2026 ☆
926 Park Square Capital Usa Lp CRD 338573 New York, NY Private Fund Manager · Large ($10B–$100B) $18.9B 36 36 147 03/30/2026 ☆
927 Brighton Jones Llc CRD 108601 Seattle, WA Wealth Manager · Large ($10B–$100B) $18.9B 3,661 3,808 316 07/07/2026 ☆
928 Fidelity Diversifying Solutions Llc CRD 315088 Boston, MA Mutual Fund / Asset Manager · Large ($10B–$100B) $18.9B 35 38 44 08/20/2026 ☆
929 Capricorn Investment Group Llc CRD 147417 New York, NY Private Fund Manager · Large ($10B–$100B) $18.9B 34 34 46 09/18/2026 ☆
930 Letko, Brosseau & Associates Inc. CRD 133221 Montreal, Quebec Investment Adviser · Large ($10B–$100B) $18.8B 2,186 2,186 75 12/22/2025 ☆
931 Transamerica Retirement Advisors, Llc CRD 107319 Cedar Rapids, IA Wealth Manager · Large ($10B–$100B) $18.8B 212,722 212,722 398 03/31/2026 ☆
932 Boyd Watterson Asset Management, Llc CRD 107808 Cleveland, OH Private Fund Manager · Large ($10B–$100B) $18.8B 1,102 1,102 140 03/31/2026 ☆
933 Blackstone Liquid Credit Strategies Llc CRD 144537 New York, NY Private Fund Manager · Large ($10B–$100B) $18.8B 43 47 711 07/30/2026 ☆
934 Altimeter Capital Management, Lp CRD 160017 Menlo Park, CA Private Fund Manager · Large ($10B–$100B) $18.8B 36 36 35 03/31/2026 ☆
935 Stratos Wealth Partners, Ltd CRD 153184 Beachwood, OH Wealth Manager · Large ($10B–$100B) $18.6B 25,391 47,696 618 09/16/2026 ☆
936 Pgim Luxembourg S.A. CRD 281562 Luxembourg Private Fund Manager · Large ($10B–$100B) $18.6B 33 33 40 03/27/2026 ☆
937 Monroe Capital Management Advisors Llc CRD 157073 Chicago, IL Private Fund Manager · Large ($10B–$100B) $18.6B 90 90 282 03/27/2026 ☆
938 Royalty Pharma Manager, Llc CRD 334982 New York, NY Private Fund Manager · Large ($10B–$100B) $18.5B 2 2 91 03/31/2026 ☆
939 1823 Partners (Us) Llc CRD 333927 Miami, FL Investment Adviser · Large ($10B–$100B) $18.5B 5 5 52 03/31/2026 ☆
940 Comprehensive Financial Management Llc CRD 159641 Los Gatos, CA Multi-Family Office · Large ($10B–$100B) $18.5B 30 30 38 03/31/2026 ☆
941 Kotak Alternate Asset Managers Limited CRD 317952 Mumbai Investment Adviser · Large ($10B–$100B) $18.5B 1,845 1,845 214 06/30/2026 ☆
942 Fundsmith, Llp CRD 160365 London Private Fund Manager · Large ($10B–$100B) $18.5B 5 5 43 06/26/2026 ☆
943 Ab Carval Investors, Lp CRD 141819 Minneapolis, MN Private Fund Manager · Large ($10B–$100B) $18.4B 69 69 169 03/30/2026 ☆
944 Rock Creek Group Llc CRD 125409 Washington, DC Investment Adviser · Large ($10B–$100B) $18.4B 41 65 62 05/29/2026 ☆
945 Saba Capital Management, L.P. CRD 154362 New York, NY Private Fund Manager · Large ($10B–$100B) $18.3B 41 41 67 05/29/2026 ☆
946 Spectrum Asset Management, Inc. CRD 300463 Stamford, CT Investment Adviser · Large ($10B–$100B) $18.3B 74 74 27 08/05/2026 ☆
947 Greenoaks Llc CRD 165941 San Francisco, CA Private Fund Manager · Large ($10B–$100B) $18.3B 59 59 67 08/13/2026 ☆
948 Acore Capital, Lp CRD 175054 New York, NY Investment Adviser · Large ($10B–$100B) $18.3B 29 29 121 04/13/2026 ☆
949 Siguler Guff Advisers Llc CRD 106788 New York, NY Private Fund Manager · Large ($10B–$100B) $18.3B 146 146 130 03/25/2026 ☆
950 Amg Funds Llc CRD 153456 Stamford, CT Mutual Fund / Asset Manager · Large ($10B–$100B) $18.3B 5 5 99 03/30/2026 ☆