AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2401 Mam Americas, Inc. CRD 282639 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.3B 15 15 262 08/26/2026 ☆
2402 Simplicity Wealth Llc CRD 300572 Summit, NJ Investment Adviser · Mid-sized ($1B–$10B) $4.3B 8,494 14,045 424 07/08/2026 ☆
2403 Apollo Real Estate Fund Adviser, Llc CRD 169120 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.3B 1 1 3,564 03/31/2026 ☆
2404 Marsico Capital Management, Llc CRD 109250 Denver, CO Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.3B 29 37 26 07/22/2026 ☆
2405 Sirenia Capital Management Lp CRD 340192 Miami Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $4.3B 2 3 13 05/26/2026 ☆
2406 Beacon Capital Management, Inc. CRD 120641 Dayton, OH Investment Adviser · Mid-sized ($1B–$10B) $4.3B 10,456 10,456 44 03/31/2026 ☆
2407 Tetragon Financial Management Lp CRD 156041 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.3B 1 1 9 06/04/2026 ☆
2408 Hennessy Advisors, Inc. CRD 110770 Novato, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.3B 17 17 19 11/14/2025 ☆
2409 Bridgeway Capital Management, Llc CRD 111441 Houston, TX Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.3B 23 23 23 09/16/2026 ☆
2410 Channing Capital Management, Llc CRD 128450 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $4.2B 78 78 20 03/28/2026 ☆
2411 Franklin Bsp Capital Adviser Llc CRD 307684 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $4.2B 1 1 2 03/27/2026 ☆
2412 Tinicum Incorporated CRD 157298 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 15 6 44 04/27/2026 ☆
2413 Reynders, Mcveigh Capital Management, Llc CRD 137342 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $4.2B 749 749 35 03/31/2026 ☆
2414 Zwj Investment Counsel Inc CRD 110397 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $4.2B 1,058 2,387 20 03/26/2026 ☆
2415 Willis Investment Counsel Inc CRD 111042 Gainesville, GA Investment Adviser · Mid-sized ($1B–$10B) $4.2B 241 568 13 04/30/2026 ☆
2416 Polaris Growth Management, Llc CRD 297431 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 18 18 51 07/10/2026 ☆
2417 B. Riley Wealth Advisors, Inc. CRD 115927 Memphis, TN Wealth Manager · Mid-sized ($1B–$10B) $4.2B 10,573 10,573 268 03/31/2026 ☆
2418 Scharf Investments, Llc CRD 105508 Los Gatos, CA Investment Adviser · Mid-sized ($1B–$10B) $4.2B 1,395 1,395 23 03/24/2026 ☆
2419 Systematic Financial Management Lp CRD 106146 Teaneck, NJ Investment Adviser · Mid-sized ($1B–$10B) $4.2B 177 177 22 03/30/2026 ☆
2420 Halbert Hargrove Global Advisors, Llc CRD 105515 Long Beach, CA Wealth Manager · Mid-sized ($1B–$10B) $4.2B 1,518 4,932 52 03/28/2026 ☆
2421 Electron Capital Partners, Llc CRD 166102 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 18 18 13 03/31/2026 ☆
2422 Prophet Capital Asset Management Lp CRD 150683 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 17 20 16 04/23/2026 ☆
2423 Stifel Capital Management, Llc CRD 328365 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $4.2B 549 549 9 03/31/2026 ☆
2424 Southeast Asset Advisors, Llc CRD 107588 Thomasville, GA Wealth Manager · Mid-sized ($1B–$10B) $4.2B 334 1,356 14 05/21/2026 ☆
2425 Truelink Capital Management, Llc CRD 323910 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 13 13 24 03/31/2026 ☆
2426 Bow River Asset Management, Llc CRD 156765 Denver, CO Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 53 53 69 08/28/2026 ☆
2427 Baxter Capital Management Inc CRD 105123 Indianapolis, IN Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $4.2B 13 13 3 03/30/2026 ☆
2428 Clear Investment Research, Llc CRD 172685 Alpharetta, GA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $4.2B 132 277 5 03/27/2026 ☆
2429 Eaaa Pte. Limited CRD 300161 Singapore Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 17 17 9 08/05/2026 ☆
2430 Texas Capital Bank Wealth Management Services, Inc. CRD 298422 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $4.2B 735 2,251 64 06/16/2026 ☆
2431 Bonaccord Capital Advisors Llc CRD 316716 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 9 9 35 03/30/2026 ☆
2432 Salem Investment Counselors Inc CRD 104855 Winston Salem, NC Wealth Manager · Mid-sized ($1B–$10B) $4.2B 1,361 3,120 18 03/25/2026 ☆
2433 Garnett Station Partners, Llc CRD 300033 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 27 27 44 05/12/2026 ☆
2434 Whitehaven Asset Management, Lp CRD 170531 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 3 4 15 03/27/2026 ☆
2435 Crossingbridge Advisors, Llc CRD 286594 Pleasantville, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.2B 49 49 16 06/29/2026 ☆
2436 Sound Income Strategies, Llc CRD 173272 Fort Lauderdale, FL Wealth Manager · Mid-sized ($1B–$10B) $4.2B 24,757 24,756 134 01/23/2026 ☆
2437 Martingale Asset Management Lp CRD 108526 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 12 25 25 03/27/2026 ☆
2438 Star Mountain Fund Management, Llc CRD 164728 New York, NY Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $4.2B 34 34 121 03/31/2026 ☆
2439 Boston Common Asset Management, Llc CRD 123558 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $4.2B 343 343 39 07/06/2026 ☆
2440 Essex Financial Services, Inc. CRD 127549 Essex, CT Insurance-Affiliated · Mid-sized ($1B–$10B) $4.2B 2,963 7,143 46 08/25/2026 ☆
2441 Tiger Iron Capital, Llc CRD 283006 Andover, MA Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 15 15 6 05/07/2026 ☆
2442 Acon Equity Management, L.L.C. CRD 159517 Washington, DC Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 23 23 25 09/01/2026 ☆
2443 The Retirement Planning Group, Llc CRD 129625 Leawood, KS Wealth Manager · Mid-sized ($1B–$10B) $4.2B 4,849 14,107 78 09/22/2026 ☆
2444 Revelar Capital Llc CRD 291049 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $4.2B 16 16 23 03/31/2026 ☆
2445 Wescott Financial Advisory Group Llc CRD 105989 Philadelphia, PA Wealth Manager · Mid-sized ($1B–$10B) $4.2B 787 3,365 48 04/21/2026 ☆
2446 Aprio Wealth Management, Llc CRD 127333 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $4.2B 1,699 5,258 55 08/18/2026 ☆
2447 Flaherty & Crumrine Incorporated CRD 105499 Pasadena, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.1B 16 16 14 03/25/2026 ☆
2448 Steelpeak Wealth, Llc CRD 165168 Los Angeles, CA Wealth Manager · Mid-sized ($1B–$10B) $4.1B 2,428 8,591 84 07/29/2026 ☆
2449 North Reef Capital Management Lp CRD 311056 Laguna Beach, CA Private Fund Manager · Mid-sized ($1B–$10B) $4.1B 10 10 8 03/30/2026 ☆
2450 Harrison Street Private Wealth Llc CRD 143857 Denver, CO Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $4.1B 7 7 35 03/27/2026 ☆