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 |
|---|---|---|---|---|---|---|---|---|---|
| 1001 | Tpg Real Estate Advisors, Llc CRD 170731 | Fort Worth, TX | Private Fund Manager · Large ($10B–$100B) | $17.0B | 35 | 35 | 48 | 06/04/2026 | ☆ |
| 1002 | Allen Investment Management, Llc CRD 124454 | New York, NY | Multi-Family Office · Large ($10B–$100B) | $16.9B | 144 | 840 | 28 | 03/30/2026 | ☆ |
| 1003 | Degroof Petercam Asset Management CRD 166048 | Brussels | Institutional / Pension Advisor · Large ($10B–$100B) | $16.9B | 216 | 216 | 191 | 04/29/2026 | ☆ |
| 1004 | Carillon Tower Advisers, Inc. CRD 174904 | St Petersburg, FL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $16.9B | 5 | 5 | 175 | 05/26/2026 | ☆ |
| 1005 | Symmetry Investments Us Llc CRD 317755 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.8B | 3 | 3 | 10 | 03/31/2026 | ☆ |
| 1006 | Nationwide Investment Advisors, Llc CRD 142373 | Columbus, OH | Wealth Manager · Large ($10B–$100B) | $16.7B | 251,223 | 251,223 | 401 | 05/13/2026 | ☆ |
| 1007 | T. Rowe Price Australia Limited CRD 290594 | Sydney, Nsw | Private Fund Manager · Large ($10B–$100B) | $16.7B | 41 | 50 | 55 | 07/01/2026 | ☆ |
| 1008 | Monarch Alternative Capital Lp CRD 159465 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.7B | 62 | 43 | 107 | 07/31/2026 | ☆ |
| 1009 | Darsana Capital Partners Lp CRD 170862 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.7B | 5 | 5 | 23 | 03/06/2026 | ☆ |
| 1010 | Sustainable Growth Advisers, Lp CRD 127447 | Stamford, CT | Mutual Fund / Asset Manager · Large ($10B–$100B) | $16.7B | 224 | 66 | 33 | 03/30/2026 | ☆ |
| 1011 | Citizens Private Wealth, Llc CRD 106743 | Tarrytown, NY | Wealth Manager · Large ($10B–$100B) | $16.6B | 2,567 | 12,118 | 214 | 07/08/2026 | ☆ |
| 1012 | Keystate Advisory, Llc CRD 156226 | Las Vegas, NV | Investment Adviser · Large ($10B–$100B) | $16.6B | 80 | 80 | 8 | 03/24/2026 | ☆ |
| 1013 | Aristotle Investment Services, Llc CRD 324207 | Newport Beach, CA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $16.5B | 1 | 21 | 27 | 03/30/2026 | ☆ |
| 1014 | Compass Rose Asset Management, Lp CRD 297010 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.5B | 3 | 4 | 37 | 03/31/2026 | ☆ |
| 1015 | Invus Financial Advisors, Llc CRD 161603 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.5B | 37 | 37 | 70 | 07/29/2026 | ☆ |
| 1016 | Freestone Grove Partners Lp CRD 328089 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $16.5B | 6 | 6 | 182 | 09/24/2026 | ☆ |
| 1017 | Ra Capital Management, Lp CRD 160174 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $16.4B | 13 | 13 | 185 | 03/31/2026 | ☆ |
| 1018 | Valley View Consulting Llc CRD 108583 | Investment Adviser · Large ($10B–$100B) | $16.4B | 76 | 76 | 11 | 08/19/2026 | ☆ | |
| 1019 | O'connor Alternative Investments, Llc CRD 336332 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.4B | 42 | 42 | 65 | 05/19/2026 | ☆ |
| 1020 | 3 G Capital Partners Lp CRD 156934 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.3B | 7 | 7 | 19 | 03/31/2026 | ☆ |
| 1021 | Envestnet Retirement Solutions, Llc CRD 171570 | Berwyn, PA | Institutional / Pension Advisor · Large ($10B–$100B) | $16.3B | 4,876 | 4,876 | 24 | 06/30/2026 | ☆ |
| 1022 | Divco West Real Estate Services, Llc CRD 156762 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $16.3B | 31 | 35 | 215 | 03/31/2026 | ☆ |
| 1023 | Bain Capital Asset Management, Lp CRD 183517 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $16.3B | 57 | 57 | 46 | 03/31/2026 | ☆ |
| 1024 | Ifp Advisors, Llc CRD 125112 | Tampa, FL | Wealth Manager · Large ($10B–$100B) | $16.3B | 54,154 | 54,154 | 328 | 11/06/2026 | ☆ |
| 1025 | Venerable Investment Advisers, Llc CRD 330755 | West Chester, PA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $16.3B | 21 | 21 | 12 | 07/01/2026 | ☆ |
| 1026 | National Investment Services Of America, Llc CRD 307169 | Milwaukee, WI | Institutional / Pension Advisor · Large ($10B–$100B) | $16.3B | 360 | 360 | 38 | 05/01/2026 | ☆ |
| 1027 | Great Lakes Advisors, Llc CRD 110757 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $16.2B | 1,731 | 2,978 | 84 | 11/04/2026 | ☆ |
| 1028 | Varde Management, L.P. CRD 148949 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.1B | 121 | 121 | 197 | 06/26/2026 | ☆ |
| 1029 | Blue Owl Technology Credit Advisors Llc CRD 297497 | New York, NY | Investment Adviser · Large ($10B–$100B) | $16.1B | 5 | 5 | 250 | 03/31/2026 | ☆ |
| 1030 | Fs/Kkr Advisor, Llc CRD 292803 | Philadelphia, PA | Investment Adviser · Large ($10B–$100B) | $16.1B | 3 | 3 | 736 | 06/01/2026 | ☆ |
| 1031 | First Sentier Investors International Im Limited CRD 110992 | Edinburgh | Private Fund Manager · Large ($10B–$100B) | $16.1B | 16 | 16 | 314 | 06/16/2026 | ☆ |
| 1032 | Wilmington Funds Management Corporation CRD 105163 | Wilmington, DE | Mutual Fund / Asset Manager · Large ($10B–$100B) | $16.1B | 10 | 10 | 39 | 03/30/2026 | ☆ |
| 1033 | 50 South Capital Advisors, Llc CRD 174762 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $16.1B | 139 | 139 | 68 | 10/27/2026 | ☆ |
| 1034 | Silverbay Capital Management Llc CRD 151259 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $16.1B | 2 | 2 | 82 | 03/30/2026 | ☆ |
| 1035 | Farther Finance Advisors, Llc CRD 302050 | San Francisco, CA | Wealth Manager · Large ($10B–$100B) | $16.0B | 14,965 | 44,421 | 571 | 10/07/2026 | ☆ |
| 1036 | Ark Investment Management Llc CRD 169525 | St. Petersburg, FL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $16.0B | 61 | 34 | 58 | 08/24/2026 | ☆ |
| 1037 | Morgan Stanley Infrastructure Inc. CRD 142824 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $16.0B | 21 | 21 | 67 | 05/13/2026 | ☆ |
| 1038 | N CRD 119300 | Investment Adviser · Large ($10B–$100B) | $16.0B | 147 | 147 | 14 | 01/08/2026 | ☆ | |
| 1039 | One Queen Capital Inc. CRD 315926 | Toronto, Ontario | Private Fund Manager · Large ($10B–$100B) | $15.9B | 5 | 5 | 12 | 10/27/2026 | ☆ |
| 1040 | Maverick Capital Ltd CRD 108262 | Dallas, TX | Private Fund Manager · Large ($10B–$100B) | $15.8B | 19 | 19 | 98 | 10/10/2026 | ☆ |
| 1041 | Mycio Wealth Partners, Llc CRD 134436 | Philadelphia, PA | Multi-Family Office · Large ($10B–$100B) | $15.8B | 943 | 8,391 | 67 | 07/31/2026 | ☆ |
| 1042 | Msref Real Estate Advisor, Inc. CRD 142047 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $15.8B | 26 | 26 | 372 | 07/24/2026 | ☆ |
| 1043 | Whitebox Advisors Llc CRD 121995 | Minneapolis, MN | Private Fund Manager · Large ($10B–$100B) | $15.7B | 16 | 16 | 67 | 10/06/2026 | ☆ |
| 1044 | Oep Capital Advisors, L.P. CRD 173626 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $15.7B | 35 | 35 | 77 | 03/31/2026 | ☆ |
| 1045 | Concurrent Investment Advisors, Llc CRD 323135 | Tampa, FL | Wealth Manager · Large ($10B–$100B) | $15.7B | 13,277 | 41,105 | 187 | 11/03/2026 | ☆ |
| 1046 | E Fund Management (Hong Kong) Co., Limited CRD 169726 | Hong Kong | Private Fund Manager · Large ($10B–$100B) | $15.7B | 67 | 67 | 99 | 03/30/2026 | ☆ |
| 1047 | Stanhope Capital, Llp CRD 162512 | London | Investment Adviser · Large ($10B–$100B) | $15.7B | 182 | 182 | 64 | 07/17/2026 | ☆ |
| 1048 | Soroban Capital Partners Lp CRD 157360 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $15.7B | 10 | 10 | 39 | 03/27/2026 | ☆ |
| 1049 | Mason Investment Advisory Services Inc CRD 111113 | Reston, VA | Investment Adviser · Large ($10B–$100B) | $15.7B | 1,147 | 1,147 | 72 | 03/27/2026 | ☆ |
| 1050 | Greenbriar Equity Group, L.P. CRD 157475 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $15.7B | 21 | 21 | 37 | 03/24/2026 | ☆ |