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 |
|---|---|---|---|---|---|---|---|---|---|
| 1101 | Federated Equity Management Company Of Pennsylvania CRD 128610 | Pittsburgh, PA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $14.3B | 14 | 14 | 15 | 09/08/2026 | ☆ |
| 1102 | Bsp Ny Llc CRD 128557 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.2B | 37 | 43 | 18 | 03/31/2026 | ☆ |
| 1103 | Amova Asset Management Asia Limited CRD 161589 | Singapore | Private Fund Manager · Large ($10B–$100B) | $14.2B | 80 | 87 | 137 | 06/25/2026 | ☆ |
| 1104 | Congress Asset Management Company, Llp CRD 105161 | Boston, MA | Investment Adviser · Large ($10B–$100B) | $14.2B | 8,312 | 8,312 | 79 | 03/17/2026 | ☆ |
| 1105 | Wellington Management Hong Kong Limited CRD 165208 | Central, Hong Kong | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $14.2B | 49 | 49 | 105 | 07/09/2026 | ☆ |
| 1106 | Aptus Capital Advisors, Llc CRD 167626 | Fairhope, AL | Wealth Manager · Large ($10B–$100B) | $14.1B | 12,707 | 12,707 | 40 | 07/22/2026 | ☆ |
| 1107 | Rtw Investments Lp CRD 153232 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.1B | 10 | 10 | 70 | 03/30/2026 | ☆ |
| 1108 | Great Mountain Partners Llc CRD 309528 | New Haven, CT | Private Fund Manager · Large ($10B–$100B) | $14.1B | 11 | 11 | 17 | 03/27/2026 | ☆ |
| 1109 | Oaktree Fund Advisors, Llc CRD 290193 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $14.1B | 16 | 14 | 451 | 08/17/2026 | ☆ |
| 1110 | Meritage Group Lp CRD 142622 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $14.1B | 12 | 12 | 55 | 07/07/2026 | ☆ |
| 1111 | Federated Global Investment Management Corp. CRD 106277 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $14.1B | 83 | 83 | 39 | 09/08/2026 | ☆ |
| 1112 | Franklin Advisory Services, Llc CRD 111361 | San Mateo, FL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $14.1B | 66 | 66 | 2 | 09/16/2026 | ☆ |
| 1113 | Prime Buchholz Llc CRD 106455 | Portsmouth, NH | Endowment & Foundation Advisor · Large ($10B–$100B) | $14.1B | 243 | 85 | 127 | 09/11/2026 | ☆ |
| 1114 | Circle Wealth Management, Llc CRD 142878 | Summit, NJ | Multi-Family Office · Large ($10B–$100B) | $14.1B | 380 | 1,138 | 23 | 04/08/2026 | ☆ |
| 1115 | Simplify Asset Management Inc. CRD 309535 | Las Vegas, NV | Mutual Fund / Asset Manager · Large ($10B–$100B) | $14.1B | 44 | 44 | 45 | 08/21/2026 | ☆ |
| 1116 | Related Fund Management, Llc CRD 156543 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.0B | 41 | 41 | 69 | 03/31/2026 | ☆ |
| 1117 | Redbird Capital Partners Management Llc CRD 168862 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.0B | 48 | 48 | 101 | 03/31/2026 | ☆ |
| 1118 | Varagon Capital Partners, L.P. CRD 281851 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $14.0B | 26 | 26 | 78 | 07/23/2026 | ☆ |
| 1119 | The Vistria Group, Lp CRD 167045 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $14.0B | 23 | 23 | 107 | 05/22/2026 | ☆ |
| 1120 | Nautic Partners, Llc CRD 159822 | Providence, RI | Private Fund Manager · Large ($10B–$100B) | $14.0B | 18 | 18 | 69 | 04/30/2026 | ☆ |
| 1121 | Brandywine Managers, Llc CRD 137388 | Hockessin, DE | Private Fund Manager · Large ($10B–$100B) | $14.0B | 43 | 42 | 5 | 07/14/2026 | ☆ |
| 1122 | Linden Manager Llc CRD 161059 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $13.9B | 28 | 28 | 55 | 03/25/2026 | ☆ |
| 1123 | Oak Hill Capital Management, Llc CRD 136656 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $13.9B | 35 | 35 | 52 | 03/30/2026 | ☆ |
| 1124 | Coldstream Capital Management Inc CRD 108805 | Bellevue, WA | Wealth Manager · Large ($10B–$100B) | $13.9B | 4,386 | 4,386 | 207 | 08/19/2026 | ☆ |
| 1125 | Ullico Investment Advisors, Inc. CRD 106628 | Bethesda, MD | Private Fund Manager · Large ($10B–$100B) | $13.9B | 25 | 25 | 92 | 08/04/2026 | ☆ |
| 1126 | Coolabah Capital Institutional Investments Pty Limited CRD 308020 | Sydney | Trust Company · Large ($10B–$100B) | $13.9B | 13,392 | 53 | 65 | 09/22/2026 | ☆ |
| 1127 | Srs Investment Management, Llc CRD 157630 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $13.9B | 7 | 7 | 32 | 06/30/2026 | ☆ |
| 1128 | Advisor Partners Ii, Llc CRD 321633 | Walnut Creek, CA | Wealth Manager · Large ($10B–$100B) | $13.9B | 5,371 | 5,371 | 26 | 03/31/2026 | ☆ |
| 1129 | Dynasty Wealth Management, Llc CRD 153377 | St. Petersburg, FL | Investment Adviser · Large ($10B–$100B) | $13.9B | 17 | 30,663 | 200 | 08/28/2026 | ☆ |
| 1130 | Libremax Capital, Llc CRD 155486 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $13.9B | 57 | 57 | 74 | 03/17/2026 | ☆ |
| 1131 | Capacuity Llc CRD 297679 | Lake Mary, FL | Investment Adviser · Large ($10B–$100B) | $13.9B | 130 | 218 | 40 | 03/10/2026 | ☆ |
| 1132 | Madison Investment Advisors, Llc CRD 110297 | Madison, WI | Investment Adviser · Large ($10B–$100B) | $13.8B | 16,164 | 16,164 | 92 | 03/20/2026 | ☆ |
| 1133 | Columbia Capital, Llc CRD 159616 | Alexandria, VA | Private Fund Manager · Large ($10B–$100B) | $13.8B | 31 | 31 | 54 | 09/09/2026 | ☆ |
| 1134 | Gresham Partners, Llc CRD 108668 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $13.8B | 251 | 251 | 67 | 07/16/2026 | ☆ |
| 1135 | Goldman Sachs Asset Management (Singapore) Pte. Ltd. CRD 286067 | Singapore | Private Fund Manager · Large ($10B–$100B) | $13.8B | 14 | 26 | 86 | 05/22/2026 | ☆ |
| 1136 | Dolan Mceniry Capital Management Llc CRD 108658 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $13.8B | 6,403 | 6,403 | 26 | 03/10/2026 | ☆ |
| 1137 | Sapient Capital Llc CRD 324899 | Indianapolis, IN | Multi-Family Office · Large ($10B–$100B) | $13.8B | 1,017 | 6,681 | 59 | 08/31/2026 | ☆ |
| 1138 | Truston Asset Management Co., Ltd. CRD 161610 | Seoul | Private Fund Manager · Large ($10B–$100B) | $13.7B | 185 | 196 | 103 | 02/03/2026 | ☆ |
| 1139 | Ameritas Advisory Services, Llc CRD 317245 | Lincoln, NE | Wealth Manager · Large ($10B–$100B) | $13.7B | 29,718 | 45,299 | 797 | 07/20/2026 | ☆ |
| 1140 | Abrams Capital Management, L.P. CRD 155729 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $13.7B | 8 | 8 | 38 | 03/25/2026 | ☆ |
| 1141 | Aristeia Capital, Llc CRD 135986 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $13.7B | 3 | 5 | 65 | 03/31/2026 | ☆ |
| 1142 | Clearbrook Investment Consulting Llc CRD 108253 | New York, NY | Investment Adviser · Large ($10B–$100B) | $13.7B | 1 | 15 | 10 | 03/31/2026 | ☆ |
| 1143 | Pinegrove Venture Partners, Llc CRD 326747 | Menlo Park, CA | Private Fund Manager · Large ($10B–$100B) | $13.7B | 69 | 68 | 54 | 06/01/2026 | ☆ |
| 1144 | Centersquare Investment Management Llc CRD 290078 | Conshohocken, PA | Investment Adviser · Large ($10B–$100B) | $13.7B | 101 | 138 | 100 | 03/31/2026 | ☆ |
| 1145 | Comgest Asset Management International Limited CRD 161061 | Dublin 2 | Private Fund Manager · Large ($10B–$100B) | $13.7B | 19 | 23 | 55 | 12/19/2025 | ☆ |
| 1146 | N CRD 17117 | Investment Adviser · Large ($10B–$100B) | $13.6B | 6,631 | 9,076 | 239 | 07/31/2025 | ☆ | |
| 1147 | Mirova Us Llc CRD 300152 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $13.6B | 24 | 24 | 64 | 07/28/2026 | ☆ |
| 1148 | Jmi Management, L.P. CRD 158344 | Baltimore, MD | Private Fund Manager · Large ($10B–$100B) | $13.6B | 20 | 20 | 81 | 06/04/2026 | ☆ |
| 1149 | Avoro Capital Advisors Llc CRD 154091 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $13.6B | 3 | 3 | 19 | 03/05/2026 | ☆ |
| 1150 | Arclight Capital Partners, Llc CRD 161228 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $13.5B | 22 | 22 | 60 | 07/01/2026 | ☆ |