AUMdb

Investment advisers

44,991 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2001 Stratos Wealth Advisors Llc CRD 283816 Beachwood, OH Wealth Manager · Mid-sized ($1B–$10B) $5.6B 5,023 12,896 170 09/16/2026 ☆
2002 Sullivan Realty Capital, Llc CRD 158988 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.6B 10 10 76 03/31/2026 ☆
2003 Antarctica Investment Advisors, Llc CRD 284659 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $5.6B 36 36 32 06/10/2026 ☆
2004 Alphapoint, Inc. CRD 130115 Corona Del Mar, CA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.6B 115 115 1 03/31/2026 ☆
2005 Balentine Llc CRD 152511 Atlanta, GA Multi-Family Office · Mid-sized ($1B–$10B) $5.5B 464 3,447 61 08/25/2026 ☆
2006 Green Court Capital Management Limited CRD 286091 Central, Hong Kong Investment Adviser · Mid-sized ($1B–$10B) $5.5B 12 14 39 03/25/2026 ☆
2007 Vintage Ventures Advisors Ltd. CRD 172435 Herzliya Pituach Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 51 51 64 04/03/2026 ☆
2008 Investcorp Investment Advisers Llc CRD 137790 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 49 49 71 09/29/2025 ☆
2009 Integrated Advisors Network Llc CRD 171991 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $5.5B 7,612 12,957 87 08/21/2026 ☆
2010 Wainwright Investment Counsel Llc CRD 108711 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $5.5B 214 214 17 09/15/2026 ☆
2011 Smead Capital Management, Inc. CRD 143567 Phoenix, AZ Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.5B 185 185 18 03/30/2026 ☆
2012 71 West Capital Partners, Llc CRD 338756 Boston, MA Multi-Family Office · Mid-sized ($1B–$10B) $5.5B 173 173 10 06/18/2026 ☆
2013 Crescent Grove Advisors, Llc CRD 170912 Lake Forest, IL Multi-Family Office · Mid-sized ($1B–$10B) $5.5B 382 382 34 03/26/2026 ☆
2014 Sierra Investment Partners, Inc. CRD 110954 Walnut Creek, CA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.5B 120 120 9 03/31/2026 ☆
2015 Tuttle Capital Management, Llc CRD 164937 Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.5B 81 81 21 09/21/2026 ☆
2016 Stacey Braun Associates Inc CRD 105056 New York, NY Insurance-Affiliated · Mid-sized ($1B–$10B) $5.5B 1,091 1,091 17 03/19/2026 ☆
2017 Waldron Private Wealth, Llc CRD 131063 Bridgeville, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $5.5B 517 4,014 70 08/04/2026 ☆
2018 Cqs (Us), Llc CRD 147329 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 15 15 16 07/31/2026 ☆
2019 Procourse Fiduciary Advisors, Llc CRD 164328 Carmel, IN Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.5B 193 303 11 03/23/2026 ☆
2020 Frontier Asset Management, Llc CRD 109910 Sheridan, WY Investment Adviser · Mid-sized ($1B–$10B) $5.5B 3,240 3,272 42 08/27/2026 ☆
2021 Lowe, Brockenbrough & Company, Inc. CRD 105142 Richmond, VA Investment Adviser · Mid-sized ($1B–$10B) $5.5B 568 568 31 05/13/2026 ☆
2022 Integrum Holdings Lp CRD 314678 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 12 12 25 05/27/2026 ☆
2023 Qic Investments No. 1 Pty Ltd CRD 160732 Brisbane Queensland Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 16 19 42 06/09/2026 ☆
2024 Disciplined Growth Investors Inc CRD 106746 Minneapolis, MN Investment Adviser · Mid-sized ($1B–$10B) $5.5B 137 144 21 03/27/2026 ☆
2025 Larson Financial Group, Llc CRD 140599 Saint Louis, MO Insurance-Affiliated · Mid-sized ($1B–$10B) $5.5B 4,961 25,926 131 03/13/2026 ☆
2026 Lime Rock Management Lp CRD 157127 Westport, CT Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 23 23 198 03/30/2026 ☆
2027 Bansk Group Llc CRD 312320 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 20 20 25 03/31/2026 ☆
2028 Calamos Wealth Management Llc CRD 143490 Naperville, IL Wealth Manager · Mid-sized ($1B–$10B) $5.5B 4,308 4,308 51 07/23/2026 ☆
2029 Vestal Point Capital, Lp CRD 325894 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 3 4 11 03/31/2026 ☆
2030 Monomoy Capital Management, L.P. CRD 160759 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $5.5B 20 20 77 09/22/2026 ☆
2031 Polaris Capital Management, Llc CRD 106278 Boston, MA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.5B 24 24 18 01/30/2026 ☆
2032 Altos Ventures Management, Inc. CRD 162777 Burlingame, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 59 59 41 07/07/2026 ☆
2033 Palestra Capital Management Llc CRD 160535 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 6 6 21 03/31/2026 ☆
2034 Sentry Management Inc CRD 107379 Wichita Falls, TX Investment Adviser · Mid-sized ($1B–$10B) $5.4B 88 88 5 03/18/2026 ☆
2035 Stwd Investment Management, Llc CRD 288615 Miami Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 9 9 139 03/04/2026 ☆
2036 Bluespring Wealth Management, Llc CRD 152667 Austin, TX Insurance-Affiliated · Mid-sized ($1B–$10B) $5.4B 3,250 10,596 64 07/01/2026 ☆
2037 Aquatic Capital Management Llc CRD 307291 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 4 4 91 06/30/2026 ☆
2038 Motive Capital Management, Llc CRD 285341 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 39 39 103 05/28/2026 ☆
2039 Pension Consultants Inc CRD 113914 Springfield, MO Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.4B 88 155 17 03/31/2026 ☆
2040 True North Advisors, Llc CRD 116048 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $5.4B 1,068 5,298 89 07/16/2026 ☆
2041 Integrity Alliance, Llc CRD 139627 Urbandale, IA Insurance-Affiliated · Mid-sized ($1B–$10B) $5.4B 10,885 20,448 400 05/13/2026 ☆
2042 Stockbridge Partners Llc CRD 160674 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 2 3 20 05/28/2026 ☆
2043 Tailwind Management Lp CRD 156562 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 22 22 29 03/31/2026 ☆
2044 Fenimore Asset Management, Inc. CRD 110946 Cobleskill, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.4B 682 1,192 43 01/02/2026 ☆
2045 Wellington Funds (Us) Llc CRD 288313 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 16 16 2 07/09/2026 ☆
2046 Sands Capital Alternatives, Llc CRD 155517 Arlington, VA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 34 37 182 07/28/2026 ☆
2047 Quadrant Capital Group Llc CRD 147253 Cincinnati, OH Multi-Family Office · Mid-sized ($1B–$10B) $5.4B 417 2,095 26 07/30/2026 ☆
2048 Hq Capital Private Equity Llc CRD 134231 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 50 50 78 03/31/2026 ☆
2049 First Sentier Infrastructure Managers (International) Limited CRD 283669 George Town, Grand Cayman Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 11 11 48 09/21/2026 ☆
2050 Bain Capital Insurance Solutions, Lp CRD 305575 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.4B 13 13 48 03/31/2026 ☆