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 |
|---|---|---|---|---|---|---|---|---|---|
| 1251 | Goldberg Lindsay & Co. Llc CRD 141029 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $11.9B | 17 | 33 | 55 | 08/05/2026 | ☆ |
| 1252 | Hub Investment Partners, Llc CRD 307956 | Austin, TX | Wealth Manager · Large ($10B–$100B) | $11.9B | 6,127 | 15,595 | 172 | 09/14/2026 | ☆ |
| 1253 | Levine Leichtman Capital Partners, Llc CRD 140980 | Beverly Hills, CA | Private Fund Manager · Large ($10B–$100B) | $11.9B | 56 | 56 | 73 | 07/17/2026 | ☆ |
| 1254 | Paradigm Operations Lp CRD 299210 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $11.9B | 8 | 8 | 61 | 06/05/2026 | ☆ |
| 1255 | First Sentier Investors (Uk) Funds Limited CRD 171592 | London | Private Fund Manager · Large ($10B–$100B) | $11.9B | 17 | 17 | 314 | 03/31/2026 | ☆ |
| 1256 | Ftv Management Company Lp CRD 159568 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $11.9B | 18 | 18 | 119 | 01/02/2026 | ☆ |
| 1257 | Stonebridge Advisors Llc CRD 134017 | Wilton, CT | Mutual Fund / Asset Manager · Large ($10B–$100B) | $11.8B | 255 | 3,739 | 15 | 03/18/2026 | ☆ |
| 1258 | Akre Capital Management, Llc CRD 109242 | Middleburg, VA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $11.8B | 220 | 218 | 12 | 06/04/2026 | ☆ |
| 1259 | Entrust Global Partners Llc CRD 107940 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $11.8B | 90 | 90 | 137 | 08/18/2026 | ☆ |
| 1260 | 137 Ventures Management Llc CRD 162351 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $11.8B | 50 | 50 | 25 | 04/15/2026 | ☆ |
| 1261 | Octopus Renewables Ltd. CRD 326704 | London | Private Fund Manager · Large ($10B–$100B) | $11.8B | 17 | 22 | 159 | 08/03/2026 | ☆ |
| 1262 | Perceptive Advisors Llc. CRD 154703 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $11.8B | 26 | 26 | 49 | 07/13/2026 | ☆ |
| 1263 | Sparx Asset Management Co., Ltd. CRD 134747 | Tokyo | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $11.7B | 98 | 98 | 145 | 06/08/2026 | ☆ |
| 1264 | Kline Hill Partners Lp CRD 283283 | Greenwich, CT | Private Fund Manager · Large ($10B–$100B) | $11.7B | 36 | 36 | 50 | 07/07/2026 | ☆ |
| 1265 | Yacktman Asset Management Lp CRD 164420 | Austin, TX | Mutual Fund / Asset Manager · Large ($10B–$100B) | $11.7B | 636 | 636 | 19 | 03/26/2026 | ☆ |
| 1266 | Gamco Asset Management Inc. CRD 104950 | Greenwich, CT | Investment Adviser · Large ($10B–$100B) | $11.7B | 2,042 | 2,042 | 120 | 03/31/2026 | ☆ |
| 1267 | Bimini Advisors, Llc CRD 164944 | Vero Beach, FL | Private Fund Manager · Large ($10B–$100B) | $11.7B | 1 | 1 | 10 | 04/24/2026 | ☆ |
| 1268 | Winton Capital Management Ltd. CRD 130566 | London | Private Fund Manager · Large ($10B–$100B) | $11.7B | 36 | 38 | 149 | 08/10/2026 | ☆ |
| 1269 | Bricktown Capital Llc CRD 319290 | Detroit, MI | Investment Adviser · Large ($10B–$100B) | $11.7B | 28 | 84 | 33 | 03/24/2026 | ☆ |
| 1270 | Greenhaven Associates Inc CRD 104729 | Purchase, NY | Multi-Family Office · Large ($10B–$100B) | $11.7B | 132 | 225 | 7 | 02/10/2026 | ☆ |
| 1271 | Csm Advisors, Llc CRD 306128 | Warrendale, PA | Investment Adviser · Large ($10B–$100B) | $11.7B | 554 | 554 | 44 | 05/21/2026 | ☆ |
| 1272 | Tpg Solutions Advisors, Llc CRD 313020 | Fort Worth, TX | Private Fund Manager · Large ($10B–$100B) | $11.6B | 35 | 35 | 46 | 06/02/2026 | ☆ |
| 1273 | Novacap Management Us Inc. CRD 327243 | Brossard, Quebec | Private Fund Manager · Large ($10B–$100B) | $11.6B | 54 | 54 | 13 | 03/27/2026 | ☆ |
| 1274 | Evergreen Investment Advisors Llc CRD 133550 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $11.6B | 3 | 3 | 46 | 05/01/2026 | ☆ |
| 1275 | Gateway Investment Advisers, Llc CRD 146681 | Cincinnati, OH | Mutual Fund / Asset Manager · Large ($10B–$100B) | $11.6B | 318 | 318 | 28 | 07/21/2026 | ☆ |
| 1276 | Curi Capital, Llc CRD 134249 | Chicago, IL | Wealth Manager · Large ($10B–$100B) | $11.6B | 2,960 | 16,939 | 180 | 07/07/2026 | ☆ |
| 1277 | Cullen Capital Management, Llc CRD 113128 | New York, NY | Wealth Manager · Large ($10B–$100B) | $11.6B | 8,417 | 8,419 | 64 | 03/27/2026 | ☆ |
| 1278 | Krane Funds Advisors, Llc CRD 157103 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $11.6B | 52 | 52 | 50 | 07/24/2026 | ☆ |
| 1279 | Apollon Wealth Management, Llc CRD 291902 | Mount Pleasant, SC | Wealth Manager · Large ($10B–$100B) | $11.6B | 8,389 | 24,984 | 199 | 09/15/2026 | ☆ |
| 1280 | Cbre Investment Management Infrastructure Inc. CRD 158495 | Toronto, Ontario | Private Fund Manager · Large ($10B–$100B) | $11.5B | 51 | 47 | 71 | 03/31/2026 | ☆ |
| 1281 | Kennedy Lewis Management Lp CRD 290399 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $11.5B | 25 | 25 | 144 | 04/24/2026 | ☆ |
| 1282 | Sprucegrove Investment Management Ltd CRD 106355 | Toronto, Ontario | Investment Adviser · Large ($10B–$100B) | $11.5B | 48 | 34 | 49 | 04/09/2026 | ☆ |
| 1283 | Everett Harris & Co CRD 106830 | Los Angeles, CA | Multi-Family Office · Large ($10B–$100B) | $11.5B | 743 | 1,794 | 18 | 03/09/2026 | ☆ |
| 1284 | Investcorp Credit Management Us Llc CRD 165140 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $11.5B | 39 | 39 | 25 | 10/27/2025 | ☆ |
| 1285 | Longview Partners (Guernsey) Limited CRD 143875 | St. Peter Port | Private Fund Manager · Large ($10B–$100B) | $11.5B | 8 | 21 | 7 | 08/25/2026 | ☆ |
| 1286 | Longview Partners Llp CRD 139390 | London | Private Fund Manager · Large ($10B–$100B) | $11.5B | 8 | 21 | 39 | 03/18/2026 | ☆ |
| 1287 | Angel Oak Capital Advisors, Llc CRD 151090 | Atlanta, GA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $11.5B | 34 | 39 | 78 | 03/31/2026 | ☆ |
| 1288 | Kinderhook Industries, Llc CRD 160193 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $11.5B | 12 | 12 | 30 | 08/11/2026 | ☆ |
| 1289 | Lasalle Investment Management, Inc. CRD 109307 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $11.5B | 25 | 13 | 247 | 03/31/2026 | ☆ |
| 1290 | Guinness Asset Management Limited CRD 140891 | London | Private Fund Manager · Large ($10B–$100B) | $11.4B | 38 | 38 | 81 | 12/14/2025 | ☆ |
| 1291 | The Windacre Partnership Llc CRD 168761 | Houston, TX | Private Fund Manager · Large ($10B–$100B) | $11.4B | 3 | 3 | 8 | 03/03/2026 | ☆ |
| 1292 | Artemis Real Estate Partners, Llc CRD 160668 | Chevy Chase, MD | Private Fund Manager · Large ($10B–$100B) | $11.4B | 30 | 31 | 64 | 03/31/2026 | ☆ |
| 1293 | Gerber/Taylor Management Llc CRD 109319 | Memphis, TN | Private Fund Manager · Large ($10B–$100B) | $11.4B | 95 | 158 | 40 | 07/01/2026 | ☆ |
| 1294 | Qrg Capital Management, Inc. CRD 305277 | Berwyn, PA | Wealth Manager · Large ($10B–$100B) | $11.4B | 27,393 | 27,393 | 12 | 06/30/2026 | ☆ |
| 1295 | Fiduciary Management, Inc. CRD 109149 | Milwaukee, WI | Mutual Fund / Asset Manager · Large ($10B–$100B) | $11.4B | 570 | 577 | 25 | 06/09/2026 | ☆ |
| 1296 | Ab Private Credit Investors Llc CRD 173027 | Austin, TX | Private Fund Manager · Large ($10B–$100B) | $11.4B | 30 | 30 | 1 | 09/04/2026 | ☆ |
| 1297 | Vanguard Personalized Indexing Management CRD 285366 | Oakland, CA | Investment Adviser · Large ($10B–$100B) | $11.4B | 205 | 4,085 | 39 | 07/22/2026 | ☆ |
| 1298 | Pt Asset Management, Llc CRD 107619 | Chicago, IL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $11.3B | 4 | 5 | 52 | 03/31/2026 | ☆ |
| 1299 | Heck Capital Advisors, Llc CRD 143848 | Rhinelander, WI | Investment Adviser · Large ($10B–$100B) | $11.3B | 1,133 | 4,004 | 30 | 03/30/2026 | ☆ |
| 1300 | Parvus Asset Management Jersey Limited CRD 174027 | Private Fund Manager · Large ($10B–$100B) | $11.3B | 16 | 16 | 1 | 06/29/2026 | ☆ |