AUMdb

Investment advisers

44,482 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2101 Legacy Advisors, Llc CRD 139830 Plymouth Meeting, PA Multi-Family Office · Mid-sized ($1B–$10B) $5.2B 317 2,297 50 03/26/2026 ☆
2102 N CRD 305218 Private Fund Manager · Mid-sized ($1B–$10B) $5.2B 5 5 40 03/31/2025 ☆
2103 Insigneo Advisory Services, Llc CRD 282589 Miami, FL Investment Adviser · Mid-sized ($1B–$10B) $5.2B 4,473 5,107 223 06/08/2026 ☆
2104 Asset Strategy Consultants Llc CRD 110800 Hunt Valley, MD Investment Adviser · Mid-sized ($1B–$10B) $5.2B 48 48 14 06/17/2026 ☆
2105 Jefferies Investment Advisers Llc CRD 325421 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $5.2B 2,020 2,020 119 06/22/2026 ☆
2106 Hines Capital Advisors Llc CRD 307282 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 10 10 839 03/31/2026 ☆
2107 Altamar Partners North America Llc CRD 283144 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $5.1B 1 11 03/30/2026 ☆
2108 Radcliffe Capital Management, L.P. CRD 136028 Bala Cynwyd, PA Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 24 24 22 03/30/2026 ☆
2109 Tectonic Advisors Llc CRD 139713 Frisco, TX Wealth Manager · Mid-sized ($1B–$10B) $5.1B 2,377 9,259 6 03/30/2026 ☆
2110 Gemspring Capital Management, Lp CRD 285081 Westport, CT Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 15 15 81 03/31/2026 ☆
2111 Nexus Capital Management Lp CRD 168618 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 15 15 29 04/08/2026 ☆
2112 Nut Tree Capital Management, Lp CRD 282219 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 9 9 13 03/04/2026 ☆
2113 Starr Private Equity Partners, Llc CRD 297886 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 25 25 26 05/19/2026 ☆
2114 Crescent Real Estate Llc CRD 158397 Fort Worth, TX Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 43 43 113 03/31/2026 ☆
2115 Tomales Bay Capital, L.P. CRD 298932 Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 43 43 3 03/31/2026 ☆
2116 Corient Ia Lp CRD 326262 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 187 187 100 07/07/2026 ☆
2117 Serent Capital Management Company, L.L.C. CRD 160292 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 13 13 95 03/31/2026 ☆
2118 Duration Capital Partners Llc CRD 329842 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 22 22 18 03/31/2026 ☆
2119 White Oak Global Advisors, Llc CRD 149659 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 55 63 58 03/31/2026 ☆
2120 Dws Investments Hong Kong Limited CRD 139666 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 11 10 62 05/29/2026 ☆
2121 Rnc Capital Management Llc CRD 108618 Los Angeles, CA Wealth Manager · Mid-sized ($1B–$10B) $5.1B 4,294 4,294 63 04/01/2026 ☆
2122 Baypine Holdings Lp CRD 311154 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 9 9 55 03/27/2026 ☆
2123 Eversource Wealth Advisors, Llc CRD 286340 Birmingham, AL Wealth Manager · Mid-sized ($1B–$10B) $5.1B 4,338 13,689 76 04/13/2026 ☆
2124 Moran Wealth Management, Llc CRD 319208 Naples, FL Wealth Manager · Mid-sized ($1B–$10B) $5.1B 1,694 12,260 56 06/04/2026 ☆
2125 Aliya Capital Partners Llc CRD 305988 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 187 187 18 05/27/2026 ☆
2126 Advisor Os Llc CRD 287792 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $5.1B 12 12 2 03/31/2026 ☆
2127 Stonex Advisors Inc. CRD 174182 Birmingham, AL Insurance-Affiliated · Mid-sized ($1B–$10B) $5.1B 9,843 15,487 220 06/17/2026 ☆
2128 Indus Capital Partners, Llc CRD 133738 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 17 17 59 03/30/2026 ☆
2129 N CRD 285390 Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.1B 166 166 6 05/05/2025 ☆
2130 New England Private Wealth Advisors, Llc CRD 133790 Wellesley, MA Wealth Manager · Mid-sized ($1B–$10B) $5.1B 434 3,111 21 03/27/2026 ☆
2131 Pennington Partners & Co., Llc CRD 282688 Bethesda, MD Multi-Family Office · Mid-sized ($1B–$10B) $5.1B 112 1,026 36 04/06/2026 ☆
2132 Baker Avenue Asset Management, Lp CRD 132657 San Francisco, CA Wealth Manager · Mid-sized ($1B–$10B) $5.1B 1,024 3,690 57 06/11/2026 ☆
2133 Carrington Capital Management, Llc CRD 130813 Old Greenwich, CT Investment Adviser · Mid-sized ($1B–$10B) $5.1B 14 133 43 03/30/2026 ☆
2134 Pacific Financial Group Inc CRD 105203 Nashville, TN Wealth Manager · Mid-sized ($1B–$10B) $5.1B 16,832 16,832 62 05/15/2026 ☆
2135 Tt International Asset Management Ltd CRD 110858 London Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 26 34 79 03/26/2026 ☆
2136 Metropolis Capital Limited CRD 291699 Amersham, Buckinghamshire Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 11 18 14 02/26/2026 ☆
2137 First Foundation Advisors CRD 106075 Irvine, CA Insurance-Affiliated · Mid-sized ($1B–$10B) $5.1B 1,316 3,373 57 07/29/2026 ☆
2138 Oberweis Asset Management Inc CRD 105471 Lisle, IL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.1B 108 110 31 03/31/2026 ☆
2139 Healthcare Community Securities Corporation CRD 36026 Rensselaer, NY Insurance-Affiliated · Mid-sized ($1B–$10B) $5.1B 48 96 11 03/25/2026 ☆
2140 Percheron Investment Management Lp CRD 312004 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 14 14 76 03/31/2026 ☆
2141 Tcg Crossover Management, Llc CRD 311718 Palo Alto, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.1B 3 3 16 05/29/2026 ☆
2142 Wellspring Financial Advisors, Llc CRD 143112 Cleveland, OH Multi-Family Office · Mid-sized ($1B–$10B) $5.1B 148 2,051 31 06/23/2026 ☆
2143 Three Bell Capital Llc CRD 159736 Dallas, TX Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.1B 628 628 22 06/09/2026 ☆
2144 Newport Group Consulting, Llc CRD 140944 Lake Mary, FL Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.1B 3,761 3,768 31 07/30/2026 ☆
2145 Maplelane Capital, Llc CRD 159894 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.0B 5 5 16 04/27/2026 ☆
2146 Daymark Wealth Partners, Llc CRD 320878 Cincinnati, OH Insurance-Affiliated · Mid-sized ($1B–$10B) $5.0B 2,107 7,405 40 07/10/2026 ☆
2147 N CRD 159573 Private Fund Manager · Mid-sized ($1B–$10B) $5.0B 14 14 82 10/30/2025 ☆
2148 Luxor Capital Group, Lp CRD 138253 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.0B 37 37 39 06/05/2026 ☆
2149 Tfo Family Office Partners, Llc CRD 159440 Phoenix, AZ Multi-Family Office · Mid-sized ($1B–$10B) $5.0B 306 1,939 88 06/24/2026 ☆
2150 Cain, Watters & Associates, Llc CRD 111521 Frisco, TX Wealth Manager · Mid-sized ($1B–$10B) $5.0B 3,397 12,138 341 06/04/2026 ☆