AUMdb

Investment advisers

44,482 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1801 Quantbot Technologies, Lp CRD 170824 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 9 9 87 03/20/2026 ☆
1802 Nxt Capital Investment Advisers, Llc CRD 160569 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 22 22 242 06/26/2026 ☆
1803 Prospect Capital Management L.P. CRD 131018 West Palm Beach, FL Investment Adviser · Mid-sized ($1B–$10B) $6.6B 4 4 143 03/25/2026 ☆
1804 Matthews International Capital Management, Llc CRD 106054 San Francisco, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.6B 38 38 83 07/29/2026 ☆
1805 Cortec Group Management Services, Llc CRD 161429 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 12 12 30 03/27/2026 ☆
1806 Southpoint Capital Advisors Lp CRD 161754 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 2 2 17 03/31/2026 ☆
1807 Qcam Currency Asset Management CRD 170341 Zug Investment Adviser · Mid-sized ($1B–$10B) $6.6B 9 9 10 03/30/2026 ☆
1808 Greycourt & Co., Inc. CRD 111936 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $6.6B 44 44 37 03/27/2026 ☆
1809 G Squared Equity Management Lp CRD 289285 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 16 16 42 03/30/2026 ☆
1810 Turn/River Management, L.P. CRD 165897 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 20 20 99 03/30/2026 ☆
1811 Coronation Investment Management International (Pty) Ltd CRD 281225 Claremont, Cape Town Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 9 9 23 12/12/2025 ☆
1812 Bernhard Capital Partners Management, Lp CRD 168155 Baton Rouge, LA Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 23 23 42 03/30/2026 ☆
1813 T. Rowe Price (Canada) Inc. CRD 107290 Baltimore, MD Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 27 32 11 07/01/2026 ☆
1814 Level Four Advisory Services, Llc CRD 134086 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $6.5B 15,720 15,720 136 07/16/2026 ☆
1815 K2/D&S Management Co., L.L.C. CRD 123826 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 72 72 30 04/20/2026 ☆
1816 Ccm Partners, Lp CRD 104720 Denver, CO Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.5B 1,500 1,500 48 07/27/2026 ☆
1817 Sendero Wealth Management, Llc CRD 145594 San Antonio, TX Wealth Manager · Mid-sized ($1B–$10B) $6.5B 369 1,948 41 03/26/2026 ☆
1818 Omnicap Group Llc CRD 133387 El Segundo, CA Investment Adviser · Mid-sized ($1B–$10B) $6.5B 6 297 15 04/30/2026 ☆
1819 Foxhaven Asset Management, Lp CRD 168872 Charlottesville, VA Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 5 5 10 03/27/2026 ☆
1820 Osaic Institutions, Inc. CRD 35371 Meriden, CT Insurance-Affiliated · Mid-sized ($1B–$10B) $6.5B 16,312 11,892 1,839 07/30/2026 ☆
1821 Kornitzer Capital Management, Inc. CRD 111087 Mission, KS Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.5B 2,008 5,080 41 06/25/2026 ☆
1822 Highvista Private Capital Management Llc CRD 139068 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 63 71 80 03/31/2026 ☆
1823 Jensen Investment Management Inc CRD 105281 Lake Oswego, OR Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.5B 411 937 36 03/30/2026 ☆
1824 Greenspring Advisors, Llc CRD 132669 Towson, MD Wealth Manager · Mid-sized ($1B–$10B) $6.5B 1,837 7,119 68 06/30/2026 ☆
1825 Avior Wealth Management, Llc CRD 148674 Omaha, NE Insurance-Affiliated · Mid-sized ($1B–$10B) $6.5B 4,894 4,894 170 04/03/2026 ☆
1826 Level Equity Management, Llc CRD 160016 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 18 18 52 03/31/2026 ☆
1827 Douglass Winthrop Advisors Llc CRD 108680 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $6.5B 1,327 2,385 34 03/24/2026 ☆
1828 Arnhold Llc CRD 290117 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 91 106 13 03/25/2026 ☆
1829 Nassau Global Credit Llc CRD 287937 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 26 27 16 07/21/2026 ☆
1830 Nwf Advisory Services Inc CRD 110410 Los Angeles, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $6.4B 11,433 18,868 111 03/31/2026 ☆
1831 Spider Management Company, Llc CRD 149343 Richmond, VA Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 1 2 23 09/26/2025 ☆
1832 Certares Management Llc CRD 296928 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 21 21 36 03/31/2026 ☆
1833 Tetragon Partners L.P. CRD 156040 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 47 48 122 06/04/2026 ☆
1834 Octopus Renewables Ltd. CRD 326704 London Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 16 16 159 07/31/2025 ☆
1835 Truepoint, Inc. CRD 105664 Cincinnati, OH Wealth Manager · Mid-sized ($1B–$10B) $6.4B 1,934 9,643 103 03/20/2026 ☆
1836 Org Portfolio Management Llc CRD 130198 Beachwood, OH Investment Adviser · Mid-sized ($1B–$10B) $6.4B 10 22 22 03/30/2026 ☆
1837 Glenview Capital Management, Llc CRD 137640 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 5 5 49 03/31/2026 ☆
1838 Txre Advisers, Llc CRD 160388 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 21 21 84 05/06/2026 ☆
1839 Allianz Capital Partners Of America Llc CRD 161684 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $6.4B 11 11 30 05/15/2026 ☆
1840 Andersen Tax Llc CRD 124205 Mclean, VA Wealth Manager · Mid-sized ($1B–$10B) $6.3B 612 579 2,061 03/30/2026 ☆
1841 Global Alpha Capital Management Ltd. CRD 161512 Montreal, Qc Investment Adviser · Mid-sized ($1B–$10B) $6.3B 137 139 24 06/26/2026 ☆
1842 Maple Rock Capital Partners Inc. CRD 173887 Toronto Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 3 3 16 03/31/2026 ☆
1843 Ethos Capital Lp CRD 306874 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 12 12 19 03/31/2026 ☆
1844 International City Management Association Retirement Corporation CRD 108783 Washington, DC Wealth Manager · Mid-sized ($1B–$10B) $6.3B 40,527 53,695 553 07/27/2026 ☆
1845 Madison International Realty Holdings, Llc CRD 158165 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 26 33 62 07/08/2026 ☆
1846 First Reserve Management, L.P. CRD 157056 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 25 25 38 05/08/2026 ☆
1847 Winshore Capital Partners Lp CRD 300347 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 2 2 5 06/26/2026 ☆
1848 Grimes & Company Wealth Management, Llc CRD 109420 Westborough, MA Wealth Manager · Mid-sized ($1B–$10B) $6.3B 3,764 9,842 69 03/28/2026 ☆
1849 Ardea Investment Management Pty Limited CRD 312601 Sydney, Nsw Investment Adviser · Mid-sized ($1B–$10B) $6.3B 11 11 32 09/26/2025 ☆
1850 Landmark Management, Llc CRD 157511 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $6.3B 11 10 30 03/30/2026 ☆