Investment advisers
44,991 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2351 | Bertram Capital Management Llc CRD 156920 | Foster City, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 9 | 9 | 46 | 06/01/2026 | ☆ |
| 2352 | Blue Owl Digital Infrastructure Trust Advisors Llc CRD 337770 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 2 | 2 | 130 | 03/31/2026 | ☆ |
| 2353 | N CRD 167999 | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 12 | 12 | 11 | 03/31/2025 | ☆ | |
| 2354 | Ninepoint Partners Lp CRD 289068 | Toronto, Ontario | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 44 | 44 | 95 | 03/30/2026 | ☆ |
| 2355 | Accredited Investors Inc CRD 105439 | Edina, MN | Wealth Manager · Mid-sized ($1B–$10B) | $4.4B | 947 | 5,077 | 53 | 08/06/2026 | ☆ |
| 2356 | Next Legacy Management, Llc CRD 156640 | Portola Valley, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 47 | 47 | 26 | 03/31/2026 | ☆ |
| 2357 | Tpg Re Finance Trust Management, L.P. CRD 288851 | Fort Worth, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 1 | 1 | 19 | 03/27/2026 | ☆ |
| 2358 | Greystone Bridge Lending Fund Manager Llc CRD 284589 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 7 | 7 | 72 | 04/29/2026 | ☆ |
| 2359 | Alaska Permanent Capital Management, Llc CRD 106233 | Anchorage, AK | Investment Adviser · Mid-sized ($1B–$10B) | $4.4B | 90 | 187 | 13 | 04/30/2026 | ☆ |
| 2360 | Locust Wood Capital Advisers, Llc CRD 135140 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $4.4B | 18 | 17 | 12 | 03/27/2026 | ☆ |
| 2361 | Rockland Capital, Lp CRD 156791 | The Woodlands, TX | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 10 | 10 | 24 | 03/30/2026 | ☆ |
| 2362 | Lgk Advisors, Llc CRD 154922 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 17 | 17 | 27 | 03/31/2026 | ☆ |
| 2363 | Eagletree Capital, Lp CRD 281137 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 30 | 30 | 41 | 03/27/2026 | ☆ |
| 2364 | Sand Hill Global Advisors, Llc CRD 111295 | Palo Alto, CA | Wealth Manager · Mid-sized ($1B–$10B) | $4.4B | 572 | 2,153 | 33 | 03/30/2026 | ☆ |
| 2365 | Acres Capital, Llc CRD 281190 | Uniondale, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 5 | 11 | 40 | 07/30/2026 | ☆ |
| 2366 | C2 P Capital Advisory Group, Llc CRD 156480 | Westlake, OH | Insurance-Affiliated · Mid-sized ($1B–$10B) | $4.4B | 7,548 | 16,541 | 244 | 03/23/2026 | ☆ |
| 2367 | Aqr Arbitrage, Llc CRD 114626 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 15 | 15 | 18 | 03/31/2026 | ☆ |
| 2368 | Drive Capital Llc CRD 169002 | Columbus, OH | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 21 | 21 | 30 | 06/17/2026 | ☆ |
| 2369 | N CRD 297808 | Wealth Manager · Mid-sized ($1B–$10B) | $4.4B | 895 | 3,664 | 50 | 04/11/2025 | ☆ | |
| 2370 | Rwc Asset Advisors (Us) Llc CRD 166517 | Miami, FL | Investment Adviser · Mid-sized ($1B–$10B) | $4.4B | 11 | 10 | 22 | 03/25/2026 | ☆ |
| 2371 | Syon Capital Llc CRD 322776 | San Francisco, CA | Multi-Family Office · Mid-sized ($1B–$10B) | $4.4B | 72 | 1,089 | 17 | 07/27/2026 | ☆ |
| 2372 | Human Capital Investment Management Llc CRD 296844 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 52 | 52 | 39 | 08/13/2026 | ☆ |
| 2373 | Advisory Alpha, Llc CRD 158282 | Holland, MI | Wealth Manager · Mid-sized ($1B–$10B) | $4.4B | 13,831 | 24,401 | 66 | 03/31/2026 | ☆ |
| 2374 | Sci Capital Partners Lp CRD 332592 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.4B | 1 | 1 | 13 | 03/30/2026 | ☆ |
| 2375 | Invesco Investment Advisers Llc CRD 104885 | Downers Grove, IL | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.4B | 1,116 | 1,116 | 27 | 03/24/2026 | ☆ |
| 2376 | N CRD 147592 | Wealth Manager · Mid-sized ($1B–$10B) | $4.4B | 835 | 835 | 46 | 03/29/2026 | ☆ | |
| 2377 | Ancala Partners Llc CRD 333844 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $4.4B | 1 | 1 | 7 | 04/27/2026 | ☆ |
| 2378 | Good Life Advisors, Llc CRD 171898 | Celebration, FL | Wealth Manager · Mid-sized ($1B–$10B) | $4.4B | 22,596 | 21,842 | 135 | 07/06/2026 | ☆ |
| 2379 | Campbell & Company Investment Adviser Llc CRD 134332 | Baltimore, MD | Investment Adviser · Mid-sized ($1B–$10B) | $4.3B | 11 | 11 | 68 | 03/31/2026 | ☆ |
| 2380 | Quilvest Capital Partners Management, Llc CRD 175159 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 79 | 79 | 26 | 05/28/2026 | ☆ |
| 2381 | Stonehill Capital Management Llc CRD 155513 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 4 | 3 | 23 | 03/25/2026 | ☆ |
| 2382 | Voyager Global Management Lp CRD 311921 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 3 | 3 | 3 | 03/31/2026 | ☆ |
| 2383 | Waterton Investment Adviser, L.L.C. CRD 285602 | Chicago, IL | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 17 | 17 | 226 | 06/03/2026 | ☆ |
| 2384 | Northcrest Asset Management Llc CRD 300366 | Plymouth, MN | Investment Adviser · Mid-sized ($1B–$10B) | $4.3B | 3,355 | 12 | 07/02/2026 | ☆ | |
| 2385 | Morgan Stanley Eaton Vance Clo Manager Llc CRD 309263 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 15 | 15 | 17 | 05/28/2026 | ☆ |
| 2386 | N CRD 136314 | Multi-Family Office · Mid-sized ($1B–$10B) | $4.3B | 76 | 77 | 33 | 03/30/2026 | ☆ | |
| 2387 | Pca Investment Advisory Services, Inc. CRD 123475 | Cincinnati, OH | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $4.3B | 1,175 | 2,187 | 15 | 07/21/2026 | ☆ |
| 2388 | Kestra Investment Management, Llc. CRD 317711 | Austin, TX | Investment Adviser · Mid-sized ($1B–$10B) | $4.3B | 4 | 16,262 | 17 | 09/22/2026 | ☆ |
| 2389 | Prana Capital Management Lp CRD 287925 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 7 | 7 | 10 | 03/25/2026 | ☆ |
| 2390 | Pallas Capital Advisors, Llc CRD 310327 | Braintree, MA | Wealth Manager · Mid-sized ($1B–$10B) | $4.3B | 1,221 | 4,210 | 28 | 07/24/2026 | ☆ |
| 2391 | 360 One Asset Management Limited CRD 300914 | Mumbai,Maharashtra | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 4,773 | 4,773 | 130 | 06/24/2026 | ☆ |
| 2392 | Coronation International Limited CRD 321999 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 6 | 6 | 10 | 12/12/2025 | ☆ |
| 2393 | New Century Advisors, Llc CRD 122478 | Chevy Chase, MD | Investment Adviser · Mid-sized ($1B–$10B) | $4.3B | 42 | 42 | 18 | 03/25/2026 | ☆ |
| 2394 | Trillium Asset Management, Llc CRD 110901 | Boston, MA | Wealth Manager · Mid-sized ($1B–$10B) | $4.3B | 2,043 | 2,043 | 53 | 09/03/2026 | ☆ |
| 2395 | Think Investments Lp CRD 169347 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 6 | 6 | 24 | 04/01/2026 | ☆ |
| 2396 | Nicolet Advisory Services, Llc CRD 283940 | Green Bay, WI | Wealth Manager · Mid-sized ($1B–$10B) | $4.3B | 3,849 | 9,812 | 75 | 03/31/2026 | ☆ |
| 2397 | Sage Financial Group Inc. CRD 116574 | West Conshohocken, PA | Wealth Manager · Mid-sized ($1B–$10B) | $4.3B | 1,116 | 4,334 | 28 | 06/30/2026 | ☆ |
| 2398 | Aaron Wealth Advisors Llc CRD 298079 | Chicago, IL | Multi-Family Office · Mid-sized ($1B–$10B) | $4.3B | 176 | 1,672 | 16 | 09/15/2026 | ☆ |
| 2399 | Sage Mountain Advisors, Llc CRD 298593 | Atlanta, GA | Multi-Family Office · Mid-sized ($1B–$10B) | $4.3B | 193 | 193 | 31 | 07/09/2026 | ☆ |
| 2400 | Vibrant Capital Partners, Inc. CRD 148352 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.3B | 28 | 28 | 24 | 03/31/2026 | ☆ |