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 |
|---|---|---|---|---|---|---|---|---|---|
| 901 | Kare Manager Holdings, L.P. CRD 343124 | Boca Raton, FL | Private Fund Manager · Large ($10B–$100B) | $19.8B | 29 | 29 | 162 | 08/27/2026 | ☆ |
| 902 | Rwa Wealth Partners, Llc CRD 156984 | Boston, MA | Wealth Manager · Large ($10B–$100B) | $19.8B | 6,027 | 19,649 | 178 | 05/27/2026 | ☆ |
| 903 | O'shaughnessy Asset Management, Llc CRD 144594 | Stamford, CT | Wealth Manager · Large ($10B–$100B) | $19.8B | 11,156 | 11,156 | 103 | 12/16/2025 | ☆ |
| 904 | Fund Evaluation Group, Llc CRD 121658 | Cincinnati, OH | Endowment & Foundation Advisor · Large ($10B–$100B) | $19.7B | 205 | 813 | 136 | 10/06/2026 | ☆ |
| 905 | Record Currency Management (Us) Inc CRD 171338 | New York, NY | Investment Adviser · Large ($10B–$100B) | $19.7B | 1 | 8 | 3 | 06/30/2026 | ☆ |
| 906 | Townsend Holdings Llc CRD 160006 | Cleveland, OH | Institutional / Pension Advisor · Large ($10B–$100B) | $19.6B | 67 | 67 | 110 | 03/30/2026 | ☆ |
| 907 | Royalty Pharma Sub Manager, Llc CRD 335070 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $19.6B | 7 | 7 | 91 | 05/04/2026 | ☆ |
| 908 | Ares Capital Management Ii Llc CRD 157292 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $19.6B | 28 | 29 | 924 | 08/26/2026 | ☆ |
| 909 | Park Avenue Securities Llc CRD 46173 | New York, NY | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $19.6B | 82,118 | 82,118 | 2,073 | 10/30/2026 | ☆ |
| 910 | Trinitas Capital Management, Llc CRD 281328 | Dallas, TX | Private Fund Manager · Large ($10B–$100B) | $19.6B | 45 | 45 | 26 | 10/30/2026 | ☆ |
| 911 | Egerton Capital (Us), Lp CRD 297738 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $19.5B | 5 | 5 | 8 | 03/26/2026 | ☆ |
| 912 | N CRD 110565 | Institutional / Pension Advisor · Large ($10B–$100B) | $19.4B | 58 | 122 | 87 | 03/20/2026 | ☆ | |
| 913 | Ellington Financial Management Llc CRD 150510 | Old Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $19.4B | 1 | 1 | 164 | 03/30/2026 | ☆ |
| 914 | Pentwater Capital Management Lp CRD 156873 | Naples, FL | Private Fund Manager · Large ($10B–$100B) | $19.3B | 23 | 23 | 45 | 03/31/2026 | ☆ |
| 915 | Berkshire Property Advisors, Llc CRD 161374 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $19.2B | 8 | 8 | 226 | 03/30/2026 | ☆ |
| 916 | Amova Asset Management Uk Limited CRD 111038 | London | Investment Adviser · Large ($10B–$100B) | $19.2B | 17 | 74 | 85 | 10/20/2026 | ☆ |
| 917 | Pdt Partners, Llc CRD 163776 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $19.2B | 5 | 20 | 285 | 03/31/2026 | ☆ |
| 918 | Choreo, Llc CRD 111221 | Rockford, IL | Wealth Manager · Large ($10B–$100B) | $19.1B | 6,891 | 24,999 | 232 | 10/21/2026 | ☆ |
| 919 | Veritas Asset Management Llp CRD 174314 | London | Institutional / Pension Advisor · Large ($10B–$100B) | $19.1B | 40 | 40 | 42 | 03/26/2026 | ☆ |
| 920 | Egerton Capital (Uk) Llp CRD 156384 | London | Private Fund Manager · Large ($10B–$100B) | $19.1B | 5 | 5 | 36 | 05/21/2026 | ☆ |
| 921 | Burgundy Asset Management Ltd. CRD 114317 | Toronto, Ontario | Wealth Manager · Large ($10B–$100B) | $19.1B | 3,334 | 3,335 | 140 | 01/28/2026 | ☆ |
| 922 | Allianz Investment Management Llc CRD 111925 | Minneapolis, MN | Mutual Fund / Asset Manager · Large ($10B–$100B) | $19.1B | 74 | 83 | 50 | 09/11/2026 | ☆ |
| 923 | Deerfield Management Company, L.P. CRD 157876 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $19.1B | 12 | 12 | 189 | 07/31/2026 | ☆ |
| 924 | Kps Capital Partners, Lp CRD 157678 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $19.1B | 15 | 15 | 111 | 03/30/2026 | ☆ |
| 925 | Great Hill Partners, Lp CRD 158158 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $19.0B | 50 | 50 | 107 | 03/30/2026 | ☆ |
| 926 | Knighthead Capital Management, Llc CRD 157483 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $19.0B | 50 | 50 | 58 | 05/07/2026 | ☆ |
| 927 | Benjamin F. Edwards & Company, Incorporated CRD 146936 | St. Louis, MO | Insurance-Affiliated · Large ($10B–$100B) | $18.9B | 33,057 | 55,423 | 755 | 10/20/2026 | ☆ |
| 928 | Alpine Management Services Iii, Llc CRD 157255 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $18.9B | 16 | 16 | 96 | 03/31/2026 | ☆ |
| 929 | American Securities Llc CRD 160648 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $18.9B | 23 | 23 | 150 | 05/14/2026 | ☆ |
| 930 | Brighton Jones Llc CRD 108601 | Seattle, WA | Wealth Manager · Large ($10B–$100B) | $18.9B | 3,661 | 3,808 | 316 | 10/08/2026 | ☆ |
| 931 | Fidelity Diversifying Solutions Llc CRD 315088 | Boston, MA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $18.9B | 35 | 38 | 44 | 08/20/2026 | ☆ |
| 932 | Capricorn Investment Group Llc CRD 147417 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $18.9B | 34 | 34 | 46 | 09/18/2026 | ☆ |
| 933 | Letko, Brosseau & Associates Inc. CRD 133221 | Montreal, Quebec | Investment Adviser · Large ($10B–$100B) | $18.8B | 2,186 | 2,186 | 75 | 12/22/2025 | ☆ |
| 934 | Transamerica Retirement Advisors, Llc CRD 107319 | Cedar Rapids, IA | Wealth Manager · Large ($10B–$100B) | $18.8B | 212,722 | 212,722 | 398 | 03/31/2026 | ☆ |
| 935 | 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 | ☆ |
| 936 | Blackstone Liquid Credit Strategies Llc CRD 144537 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $18.8B | 43 | 47 | 711 | 10/20/2026 | ☆ |
| 937 | Altimeter Capital Management, Lp CRD 160017 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $18.8B | 36 | 36 | 35 | 03/31/2026 | ☆ |
| 938 | Stratos Wealth Partners, Ltd CRD 153184 | Beachwood, OH | Wealth Manager · Large ($10B–$100B) | $18.6B | 25,391 | 47,696 | 618 | 11/02/2026 | ☆ |
| 939 | Pgim Luxembourg S.A. CRD 281562 | Luxembourg | Private Fund Manager · Large ($10B–$100B) | $18.6B | 33 | 33 | 40 | 03/27/2026 | ☆ |
| 940 | Monroe Capital Management Advisors Llc CRD 157073 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $18.6B | 90 | 90 | 282 | 11/02/2026 | ☆ |
| 941 | Royalty Pharma Manager, Llc CRD 334982 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $18.5B | 2 | 2 | 91 | 03/31/2026 | ☆ |
| 942 | 1823 Partners (Us) Llc CRD 333927 | Miami, FL | Investment Adviser · Large ($10B–$100B) | $18.5B | 5 | 5 | 52 | 10/16/2026 | ☆ |
| 943 | Comprehensive Financial Management Llc CRD 159641 | Los Gatos, CA | Multi-Family Office · Large ($10B–$100B) | $18.5B | 30 | 30 | 38 | 03/31/2026 | ☆ |
| 944 | Kotak Alternate Asset Managers Limited CRD 317952 | Mumbai | Investment Adviser · Large ($10B–$100B) | $18.5B | 1,845 | 1,845 | 214 | 06/30/2026 | ☆ |
| 945 | Fundsmith, Llp CRD 160365 | London | Private Fund Manager · Large ($10B–$100B) | $18.5B | 5 | 5 | 43 | 06/26/2026 | ☆ |
| 946 | Ab Carval Investors, Lp CRD 141819 | Minneapolis, MN | Private Fund Manager · Large ($10B–$100B) | $18.4B | 69 | 69 | 169 | 09/25/2026 | ☆ |
| 947 | Rock Creek Group Llc CRD 125409 | Washington, DC | Investment Adviser · Large ($10B–$100B) | $18.4B | 41 | 65 | 62 | 05/29/2026 | ☆ |
| 948 | Saba Capital Management, L.P. CRD 154362 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $18.3B | 41 | 41 | 67 | 05/29/2026 | ☆ |
| 949 | Spectrum Asset Management, Inc. CRD 300463 | Stamford, CT | Investment Adviser · Large ($10B–$100B) | $18.3B | 74 | 74 | 27 | 08/05/2026 | ☆ |
| 950 | Greenoaks Llc CRD 165941 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $18.3B | 59 | 59 | 67 | 08/13/2026 | ☆ |