AUMdb

Investment advisers

44,991 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1801 Bc Partners Advisors L.P. CRD 288495 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 17 17 120 03/31/2026 ☆
1802 Ladenburg Thalmann Asset Management Inc CRD 108604 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $6.7B 3,154 3,153 30 09/01/2026 ☆
1803 Aspen Grove Capital, Llc CRD 158166 Avon, CO Multi-Family Office · Mid-sized ($1B–$10B) $6.7B 42 3,287 22 09/14/2026 ☆
1804 Vestgen Advisors, Llc CRD 318657 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $6.7B 22,790 22,790 165 09/11/2026 ☆
1805 Avista Capital Holdings, L.P. CRD 160750 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 18 18 24 03/26/2026 ☆
1806 Quantbot Technologies, Lp CRD 170824 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.7B 9 9 87 03/20/2026 ☆
1807 Nxt Capital Investment Advisers, Llc CRD 160569 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 22 22 242 08/26/2026 ☆
1808 Dorsal Capital Management, Lp CRD 160224 Redwood City, CA Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 9 9 16 09/09/2026 ☆
1809 Prospect Capital Management L.P. CRD 131018 West Palm Beach, FL Investment Adviser · Mid-sized ($1B–$10B) $6.6B 4 4 143 08/21/2026 ☆
1810 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 ☆
1811 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 ☆
1812 Southpoint Capital Advisors Lp CRD 161754 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 2 2 17 03/31/2026 ☆
1813 Qcam Currency Asset Management CRD 170341 Zug Investment Adviser · Mid-sized ($1B–$10B) $6.6B 9 9 10 03/30/2026 ☆
1814 Greycourt Llc CRD 111936 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $6.6B 44 44 37 08/04/2026 ☆
1815 G Squared Equity Management Lp CRD 289285 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 16 16 42 03/30/2026 ☆
1816 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 ☆
1817 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 ☆
1818 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 ☆
1819 T. Rowe Price (Canada) Inc. CRD 107290 Baltimore, MD Private Fund Manager · Mid-sized ($1B–$10B) $6.6B 27 32 11 07/01/2026 ☆
1820 Level Four Advisory Services, Llc CRD 134086 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $6.5B 15,720 15,720 136 09/11/2026 ☆
1821 K2/D&S Management Co., L.L.C. CRD 123826 Stamford, CT Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 72 72 30 09/16/2026 ☆
1822 Ccm Partners, Lp CRD 104720 Denver, CO Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $6.5B 1,500 1,500 48 08/03/2026 ☆
1823 Sendero Wealth Management, Llc CRD 145594 San Antonio, TX Wealth Manager · Mid-sized ($1B–$10B) $6.5B 369 1,948 41 03/26/2026 ☆
1824 Omnicap Group Llc CRD 133387 El Segundo, CA Investment Adviser · Mid-sized ($1B–$10B) $6.5B 6 297 15 04/30/2026 ☆
1825 Foxhaven Asset Management, Lp CRD 168872 Charlottesville, VA Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 5 5 10 03/27/2026 ☆
1826 Osaic Institutions, Inc. CRD 35371 Meriden, CT Insurance-Affiliated · Mid-sized ($1B–$10B) $6.5B 16,312 11,892 1,839 08/18/2026 ☆
1827 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 ☆
1828 Highvista Private Capital Management Llc CRD 139068 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 63 71 80 03/31/2026 ☆
1829 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 ☆
1830 Greenspring Advisors, Llc CRD 132669 Towson, MD Wealth Manager · Mid-sized ($1B–$10B) $6.5B 1,837 7,119 68 06/30/2026 ☆
1831 Avior Wealth Management, Llc CRD 148674 Omaha, NE Insurance-Affiliated · Mid-sized ($1B–$10B) $6.5B 4,894 4,894 170 04/03/2026 ☆
1832 Level Equity Management, Llc CRD 160016 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.5B 18 18 52 03/31/2026 ☆
1833 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 ☆
1834 Arnhold Llc CRD 290117 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 91 106 13 03/25/2026 ☆
1835 Nassau Global Credit Llc CRD 287937 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 26 27 16 07/21/2026 ☆
1836 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 ☆
1837 Spider Management Company, Llc CRD 149343 Richmond, VA Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 1 2 23 09/26/2025 ☆
1838 Certares Management Llc CRD 296928 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 21 21 36 03/31/2026 ☆
1839 Tetragon Partners L.P. CRD 156040 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 47 48 122 06/04/2026 ☆
1840 Truepoint, Inc. CRD 105664 Cincinnati, OH Wealth Manager · Mid-sized ($1B–$10B) $6.4B 1,934 9,643 103 08/31/2026 ☆
1841 Org Portfolio Management Llc CRD 130198 Beachwood, OH Investment Adviser · Mid-sized ($1B–$10B) $6.4B 10 22 22 03/30/2026 ☆
1842 Glenview Capital Management, Llc CRD 137640 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 5 5 49 09/15/2026 ☆
1843 Txre Advisers, Llc CRD 160388 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $6.4B 21 21 84 05/06/2026 ☆
1844 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 ☆
1845 Andersen Tax Llc CRD 124205 Mclean, VA Wealth Manager · Mid-sized ($1B–$10B) $6.3B 612 579 2,061 03/30/2026 ☆
1846 Global Alpha Capital Management Ltd. CRD 161512 Montreal, Qc Investment Adviser · Mid-sized ($1B–$10B) $6.3B 137 139 24 06/26/2026 ☆
1847 Maple Rock Capital Partners Inc. CRD 173887 Toronto Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 3 3 16 03/31/2026 ☆
1848 Ethos Capital Lp CRD 306874 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $6.3B 12 12 19 03/31/2026 ☆
1849 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 ☆
1850 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 ☆