Investment advisers
44,370 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 |
|---|---|---|---|---|---|---|---|---|---|
| 101 | Legal & General Investment Management America Inc. CRD 149156 | Chicago, IL | Investment Adviser · Mega ($100B+) | $267B | 195 | 554 | 262 | 07/01/2026 | ☆ |
| 102 | Hsbc Global Asset Management (Uk) Limited CRD 154700 | London | Private Fund Manager · Mega ($100B+) | $260B | 294 | 294 | 399 | 03/31/2026 | ☆ |
| 103 | Cetera Investment Advisers Llc CRD 105644 | Schaumburg, IL | Wealth Manager · Mega ($100B+) | $257B | 813,961 | 813,961 | 10,251 | 06/08/2026 | ☆ |
| 104 | Wells Fargo Advisors Financial Network, Llc CRD 11025 | St. Louis, MO | Broker-Dealer (Dually Registered) · Mega ($100B+) | $252B | 466,575 | 466,575 | 4,047 | 07/17/2026 | ☆ |
| 105 | Vanguard Global Advisers, Llc CRD 164593 | Malvern, PA | Private Fund Manager · Mega ($100B+) | $250B | 78 | 78 | 315 | 07/17/2026 | ☆ |
| 106 | Balyasny Asset Management L.P. CRD 138111 | Chicago, IL | Private Fund Manager · Mega ($100B+) | $248B | 48 | 48 | 2,434 | 06/30/2026 | ☆ |
| 107 | Amova Asset Management Co., Ltd. CRD 110997 | Tokyo | Private Fund Manager · Mega ($100B+) | $247B | 839 | 839 | 632 | 07/13/2026 | ☆ |
| 108 | Jackson National Asset Management, Llc CRD 111079 | Lansing, MI | Mutual Fund / Asset Manager · Mega ($100B+) | $246B | 134 | 134 | 156 | 05/26/2026 | ☆ |
| 109 | Guggenheim Partners Investment Management, Llc CRD 137432 | New York, NY | Investment Adviser · Mega ($100B+) | $241B | 440 | 440 | 588 | 03/31/2026 | ☆ |
| 110 | Osaic Wealth, Inc. CRD 23131 | Scottsdale, AZ | Insurance-Affiliated · Mega ($100B+) | $235B | 575,512 | 850,797 | 8,979 | 06/07/2026 | ☆ |
| 111 | Two Sigma Investments, Lp CRD 137137 | New York, NY | Private Fund Manager · Mega ($100B+) | $233B | 42 | 42 | 1,555 | 03/31/2026 | ☆ |
| 112 | Dws International Gmbh CRD 105075 | Frankfurt Am Main | Broker-Dealer (Dually Registered) · Mega ($100B+) | $229B | 136 | 463 | 703 | 05/28/2026 | ☆ |
| 113 | Manulife Investment Management (Us) Llc CRD 106435 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $228B | 4,861 | 4,861 | 267 | 03/25/2026 | ☆ |
| 114 | Squarepoint Ops Llc CRD 172116 | New York, NY | Private Fund Manager · Mega ($100B+) | $227B | 28 | 28 | 69 | 07/01/2026 | ☆ |
| 115 | Mercer Investments Llc CRD 133449 | Boston, MA | Institutional / Pension Advisor · Mega ($100B+) | $226B | 1,407 | 1,417 | 714 | 07/27/2026 | ☆ |
| 116 | Schonfeld Strategic Advisors Llc CRD 281984 | New York, NY | Private Fund Manager · Mega ($100B+) | $225B | 39 | 39 | 997 | 07/01/2026 | ☆ |
| 117 | Sbi Funds Management Limited CRD 142968 | Mumbai | Investment Adviser · Mega ($100B+) | $220B | 1,993 | 1,993 | 2,463 | 06/27/2026 | ☆ |
| 118 | Rokos Capital Management Llp CRD 281215 | London | Private Fund Manager · Mega ($100B+) | $219B | 2 | 2 | 310 | 06/29/2026 | ☆ |
| 119 | Sei Investments Management Corp CRD 105146 | Oaks, PA | Investment Adviser · Mega ($100B+) | $216B | 112,646 | 112,627 | 434 | 07/15/2026 | ☆ |
| 120 | Jennison Associates Llc CRD 107959 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $215B | 6,083 | 6,083 | 360 | 03/30/2026 | ☆ |
| 121 | D. E. Shaw & Co., L.P. CRD 108679 | New York, NY | Private Fund Manager · Mega ($100B+) | $213B | 23 | 23 | 998 | 07/06/2026 | ☆ |
| 122 | Commonwealth Equity Services, Llc CRD 8032 | Waltham, MA | Broker-Dealer (Dually Registered) · Mega ($100B+) | $213B | 360,488 | 615,215 | 4,200 | 05/19/2026 | ☆ |
| 123 | John Hancock Investment Management Llc CRD 105790 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $212B | 126 | 126 | 357 | 03/25/2026 | ☆ |
| 124 | Taula Capital Management (Jersey) Lp CRD 330068 | St Helier | Private Fund Manager · Mega ($100B+) | $211B | 6 | 6 | 7 | 06/02/2026 | ☆ |
| 125 | Taula Capital Management (Us) Llc CRD 329865 | St Helier | Private Fund Manager · Mega ($100B+) | $211B | 6 | 6 | 23 | 03/31/2026 | ☆ |
| 126 | Taula Capital Management (Difc) Ltd CRD 329853 | St Helier | Private Fund Manager · Mega ($100B+) | $211B | 4 | 4 | 6 | 03/31/2026 | ☆ |
| 127 | Northern Trust Global Investments Ltd CRD 111900 | London | Private Fund Manager · Mega ($100B+) | $208B | 76 | 198 | 115 | 03/27/2026 | ☆ |
| 128 | Federated Investment Counseling CRD 105325 | Pittsburgh, PA | Investment Adviser · Mega ($100B+) | $207B | 8,721 | 8,721 | 213 | 05/21/2026 | ☆ |
| 129 | Garda Capital Partners Lp CRD 282439 | Wayzata, MN | Private Fund Manager · Mega ($100B+) | $207B | 3 | 3 | 224 | 03/27/2026 | ☆ |
| 130 | Abrdn Investments Limited CRD 162309 | Edinburgh | Private Fund Manager · Mega ($100B+) | $207B | 468 | 433 | 1,296 | 05/18/2026 | ☆ |
| 131 | T.Rowe Price Investment Management, Inc. CRD 314590 | Baltimore, MD | Mutual Fund / Asset Manager · Mega ($100B+) | $204B | 64 | 72 | 112 | 07/01/2026 | ☆ |
| 132 | Olive Street Investment Advisers, Llc CRD 166710 | St. Louis, MO | Mutual Fund / Asset Manager · Mega ($100B+) | $204B | 2 | 13 | 232 | 03/26/2026 | ☆ |
| 133 | Dws Investment Management Americas, Inc. CRD 104518 | New York, NY | Investment Adviser · Mega ($100B+) | $200B | 159 | 550 | 452 | 07/01/2026 | ☆ |
| 134 | Hightower Advisors, Llc CRD 145323 | Chicago, IL | Wealth Manager · Mega ($100B+) | $199B | 64,035 | 220,222 | 1,983 | 07/17/2026 | ☆ |
| 135 | Stifel, Nicolaus & Company, Incorporated CRD 793 | St Louis, MO | Insurance-Affiliated · Mega ($100B+) | $198B | 236,191 | 394,160 | 6,478 | 07/24/2026 | ☆ |
| 136 | Empower Advisory Group, Llc CRD 112058 | Greenwood Village, CO | Wealth Manager · Mega ($100B+) | $195B | 297,074 | 297,074 | 8,051 | 07/09/2026 | ☆ |
| 137 | Mackenzie Financial Corporation CRD 110338 | Toronto, Ontario | Broker-Dealer (Dually Registered) · Mega ($100B+) | $195B | 484 | 685 | 1,362 | 03/30/2026 | ☆ |
| 138 | Gallagher Fiduciary Advisors, Llc CRD 146509 | Rolling Meadows, IL | Institutional / Pension Advisor · Mega ($100B+) | $195B | 6,120 | 6,407 | 235 | 07/24/2026 | ☆ |
| 139 | Harbourvest Partners, Llc CRD 109846 | Boston, MA | Private Fund Manager · Mega ($100B+) | $191B | 316 | 314 | 1,204 | 07/16/2026 | ☆ |
| 140 | Invesco Asset Management Ltd. CRD 109985 | Henley On Thames | Private Fund Manager · Mega ($100B+) | $188B | 206 | 211 | 930 | 03/31/2026 | ☆ |
| 141 | Macquarie Investment Management Global Limited CRD 277065 | Sydney | Investment Adviser · Mega ($100B+) | $187B | 223 | 223 | 227 | 06/26/2026 | ☆ |
| 142 | Nuveen Fund Advisors, Llc CRD 104626 | Chicago, IL | Mutual Fund / Asset Manager · Mega ($100B+) | $186B | 235 | 235 | 137 | 03/30/2026 | ☆ |
| 143 | Western Asset Management Company, Llc CRD 110441 | Pasadena, CA | Investment Adviser · Mega ($100B+) | $185B | 31,897 | 31,897 | 137 | 06/29/2026 | ☆ |
| 144 | Clearbridge Investments, Llc CRD 137028 | New York, NY | Investment Adviser · Mega ($100B+) | $185B | 124,530 | 12,530 | 210 | 01/05/2026 | ☆ |
| 145 | Artisan Partners Limited Partnership CRD 150114 | Milwaukee, WI | Investment Adviser · Mega ($100B+) | $184B | 249 | 255 | 496 | 03/31/2026 | ☆ |
| 146 | Blackstone Isg I Advisors L.L.C. CRD 289202 | New York, NY | Investment Adviser · Mega ($100B+) | $184B | 44 | 44 | 114 | 03/30/2026 | ☆ |
| 147 | Oaktree Capital Management, L.P. CRD 106793 | Los Angeles, CA | Private Fund Manager · Mega ($100B+) | $183B | 373 | 620 | 905 | 07/28/2026 | ☆ |
| 148 | Thoma Bravo, L.P. CRD 157041 | Chicago, IL | Broker-Dealer (Dually Registered) · Mega ($100B+) | $183B | 153 | 153 | 246 | 03/31/2026 | ☆ |
| 149 | Focus Partners Wealth, Llc CRD 159289 | St. Louis, MO | Wealth Manager · Mega ($100B+) | $182B | 62,466 | 220,585 | 1,915 | 04/30/2026 | ☆ |
| 150 | Rbc Global Asset Management (Uk) Limited CRD 168551 | London | Private Fund Manager · Mega ($100B+) | $178B | 295 | 295 | 471 | 04/15/2026 | ☆ |