Investment advisers
45,544 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 |
|---|---|---|---|---|---|---|---|---|---|
| 151 | Focus Partners Wealth, Llc CRD 159289 | St. Louis, MO | Wealth Manager · Mega ($100B+) | $182B | 62,466 | 220,585 | 1,915 | 09/29/2026 | ☆ |
| 152 | Rbc Global Asset Management (Uk) Limited CRD 168551 | London | Private Fund Manager · Mega ($100B+) | $178B | 295 | 295 | 471 | 09/18/2026 | ☆ |
| 153 | Gc Advisors Llc CRD 148687 | Chicago, IL | Private Fund Manager · Mega ($100B+) | $178B | 144 | 144 | 1,035 | 08/28/2026 | ☆ |
| 154 | Sumitomo Mitsui Ds Asset Management Company, Limited CRD 301509 | Minato Ku, Tokyo | Private Fund Manager · Mega ($100B+) | $178B | 1,340 | 1,340 | 1,022 | 08/20/2026 | ☆ |
| 155 | Acadian Asset Management Llc CRD 106609 | Boston, MA | Investment Adviser · Mega ($100B+) | $177B | 350 | 356 | 375 | 08/10/2026 | ☆ |
| 156 | Mariner Investment Group, Llc CRD 124744 | New York, NY | Private Fund Manager · Mega ($100B+) | $176B | 36 | 39 | 176 | 08/28/2026 | ☆ |
| 157 | Hps Investment Partners, Llc CRD 282125 | New York, NY | Private Fund Manager · Mega ($100B+) | $176B | 563 | 293 | 826 | 05/20/2026 | ☆ |
| 158 | Morgan Stanley Investment Management Limited CRD 105922 | London | Private Fund Manager · Mega ($100B+) | $175B | 134 | 134 | 222 | 10/07/2026 | ☆ |
| 159 | Tpg Global Advisors, Llc CRD 159732 | Fort Worth, TX | Private Fund Manager · Mega ($100B+) | $174B | 197 | 197 | 1,271 | 03/27/2026 | ☆ |
| 160 | Blackrock Capital Management, Inc. CRD 108069 | Wilmington, DE | Private Fund Manager · Mega ($100B+) | $173B | 13 | 31 | 79 | 07/09/2026 | ☆ |
| 161 | Insight North America Llc CRD 145995 | New York, NY | Investment Adviser · Mega ($100B+) | $171B | 1,876 | 1,879 | 238 | 06/02/2026 | ☆ |
| 162 | Jpmorgan Asset Management (Asia Pacific) Limited CRD 300114 | Hong Kong | Private Fund Manager · Mega ($100B+) | $170B | 210 | 268 | 419 | 03/31/2026 | ☆ |
| 163 | Global Retirement Partners Llc CRD 172011 | San Rafael, CA | Institutional / Pension Advisor · Mega ($100B+) | $170B | 28,693 | 33,988 | 464 | 09/14/2026 | ☆ |
| 164 | Franklin Templeton Fund Adviser, Llc CRD 140432 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $167B | 125 | 125 | 0 | 09/03/2026 | ☆ |
| 165 | Equitable Investment Management Group, Llc CRD 156933 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $167B | 3 | 113 | 67 | 03/27/2026 | ☆ |
| 166 | Corient Private Wealth Lp CRD 319448 | Miami, FL | Wealth Manager · Mega ($100B+) | $165B | 26,586 | 113,752 | 1,537 | 08/21/2026 | ☆ |
| 167 | Alphadyne Asset Management Lp CRD 154176 | New York, NY | Private Fund Manager · Mega ($100B+) | $165B | 3 | 3 | 121 | 03/31/2026 | ☆ |
| 168 | Gqg Partners Llc CRD 283720 | Fort Lauderdale, FL | Mutual Fund / Asset Manager · Mega ($100B+) | $164B | 6,445 | 6,445 | 227 | 03/30/2026 | ☆ |
| 169 | Keyridge Asset Management Limited CRD 175204 | Dublin 1 | Investment Adviser · Mega ($100B+) | $163B | 36 | 36 | 45 | 03/30/2026 | ☆ |
| 170 | Cibc Asset Management Inc. CRD 106508 | Toronto, On | Mutual Fund / Asset Manager · Mega ($100B+) | $163B | 10,439 | 21,743 | 478 | 09/21/2026 | ☆ |
| 171 | Cerity Partners Llc CRD 151559 | New York, NY | Wealth Manager · Mega ($100B+) | $162B | 26,230 | 26,230 | 1,529 | 10/28/2026 | ☆ |
| 172 | Nb Alternatives Advisers Llc CRD 149822 | Dallas, TX | Private Fund Manager · Mega ($100B+) | $160B | 379 | 379 | 417 | 09/29/2026 | ☆ |
| 173 | Santander Asset Management Sa Sgiic CRD 143883 | Madrid | Private Fund Manager · Mega ($100B+) | $160B | 293 | 964 | 231 | 03/27/2026 | ☆ |
| 174 | Mackay Shields Llc CRD 107717 | New York, NY | Investment Adviser · Mega ($100B+) | $160B | 354 | 366 | 206 | 08/06/2026 | ☆ |
| 175 | Exoduspoint Capital Management, Lp CRD 294156 | New York, NY | Private Fund Manager · Mega ($100B+) | $159B | 6 | 6 | 707 | 08/19/2026 | ☆ |
| 176 | Payden & Rygel CRD 107160 | Los Angeles, CA | Investment Adviser · Mega ($100B+) | $158B | 482 | 895 | 194 | 07/15/2026 | ☆ |
| 177 | Hsbc Global Asset Management (Usa) Inc. CRD 105686 | New York, NY | Private Fund Manager · Mega ($100B+) | $157B | 95 | 95 | 100 | 09/22/2026 | ☆ |
| 178 | Onedigital Investment Advisors Llc CRD 106766 | Overland Park, KS | Insurance-Affiliated · Mega ($100B+) | $155B | 18,203 | 40,469 | 648 | 04/01/2026 | ☆ |
| 179 | Boston Management And Research CRD 104853 | Boston, MA | Mutual Fund / Asset Manager · Mega ($100B+) | $155B | 72 | 72 | 203 | 03/29/2026 | ☆ |
| 180 | Candriam, Société En Commandite Par Actions CRD 173355 | Strassen | Private Fund Manager · Mega ($100B+) | $155B | 474 | 474 | 598 | 03/31/2026 | ☆ |
| 181 | Nepc, Llc CRD 110562 | Boston, MA | Institutional / Pension Advisor · Mega ($100B+) | $153B | 435 | 132 | 379 | 09/22/2026 | ☆ |
| 182 | Brookfield Asset Management Pic Canada, Lp CRD 151605 | Toronto, Ontario | Private Fund Manager · Mega ($100B+) | $152B | 139 | 139 | 1,413 | 08/05/2026 | ☆ |
| 183 | Aperio Group, Llc CRD 111616 | Sausalito, CA | Wealth Manager · Mega ($100B+) | $152B | 33,901 | 33,901 | 208 | 04/02/2026 | ☆ |
| 184 | Hartford Funds Management Company, Llc CRD 147746 | Wayne, PA | Mutual Fund / Asset Manager · Mega ($100B+) | $152B | 75 | 91 | 368 | 06/10/2026 | ☆ |
| 185 | Aon Investments Usa Inc. CRD 105596 | Chicago, IL | Institutional / Pension Advisor · Mega ($100B+) | $151B | 579 | 300 | 255 | 03/25/2026 | ☆ |
| 186 | Schroder Investment Management North America Llc CRD 105820 | New York, NY | Mutual Fund / Asset Manager · Mega ($100B+) | $150B | 426 | 426 | 254 | 10/30/2026 | ☆ |
| 187 | Bridgewater Associates, Lp CRD 105129 | Westport, CT | Private Fund Manager · Mega ($100B+) | $150B | 93 | 133 | 1,135 | 08/18/2026 | ☆ |
| 188 | Icapital Advisors, Llc CRD 177513 | New York, NY | Private Fund Manager · Mega ($100B+) | $150B | 1,314 | 1,314 | 552 | 09/30/2026 | ☆ |
| 189 | Hsbc Global Asset Management (Hong Kong) Limited CRD 105193 | Hong Kong | Private Fund Manager · Mega ($100B+) | $149B | 295 | 295 | 309 | 08/19/2026 | ☆ |
| 190 | Wilshire Advisors Llc CRD 6210 | Santa Monica, CA | Investment Adviser · Mega ($100B+) | $149B | 760,289 | 650,319 | 307 | 11/04/2026 | ☆ |
| 191 | Eastspring Investments (Singapore) Limited CRD 144603 | Singapore | Private Fund Manager · Mega ($100B+) | $146B | 185 | 200 | 365 | 10/22/2026 | ☆ |
| 192 | Blackstone Management Partners L.L.C. CRD 136979 | New York, NY | Private Fund Manager · Mega ($100B+) | $146B | 36 | 36 | 213 | 03/30/2026 | ☆ |
| 193 | Nomura Investment Management Business Trust CRD 105390 | Philadelphia, PA | Mutual Fund / Asset Manager · Mega ($100B+) | $144B | 287 | 290 | 778 | 09/16/2026 | ☆ |
| 194 | Baillie Gifford Overseas Ltd CRD 110296 | Edinburgh | Investment Adviser · Mega ($100B+) | $144B | 255 | 255 | 1,583 | 07/13/2026 | ☆ |
| 195 | Global Infrastructure Management, Llc CRD 157434 | New York, NY | Private Fund Manager · Mega ($100B+) | $142B | 162 | 168 | 437 | 10/05/2026 | ☆ |
| 196 | Nuveen Alternatives Advisors Llc CRD 160255 | New York, NY | Investment Adviser · Mega ($100B+) | $142B | 113 | 57 | 87 | 04/29/2026 | ☆ |
| 197 | Hamilton Lane Advisors, L.L.C. CRD 107876 | Conshohocken, PA | Investment Adviser · Mega ($100B+) | $142B | 232 | 232 | 740 | 06/26/2026 | ☆ |
| 198 | Apg Asset Management Us, Inc CRD 160795 | New York, NY | Private Fund Manager · Mega ($100B+) | $141B | 1 | 44 | 183 | 03/25/2026 | ☆ |
| 199 | Innocap Global Investment Management (Ireland) Ltd CRD 288550 | Dublin | Investment Adviser · Mega ($100B+) | $141B | 39 | 39 | 14 | 01/29/2026 | ☆ |
| 200 | Tpg Capital Advisors, Llc CRD 159738 | Fort Worth, TX | Private Fund Manager · Mega ($100B+) | $141B | 126 | 126 | 414 | 07/24/2026 | ☆ |