Investment advisers
44,489 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2501 | Brentwood Private Equity, Llc CRD 156558 | Los Angeles, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.0B | 23 | 23 | 26 | 04/28/2026 | ☆ |
| 2502 | Advus Financial Partners, Llc CRD 311990 | Winter Park, FL | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $4.0B | 528 | 1,329 | 16 | 07/28/2026 | ☆ |
| 2503 | Im Global Partner Fund Management Llc CRD 110005 | El Segundo, CA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.0B | 15 | 15 | 24 | 03/30/2026 | ☆ |
| 2504 | Nordwand Advisors, Llc CRD 322936 | Radnor, PA | Wealth Manager · Mid-sized ($1B–$10B) | $4.0B | 67 | 307 | 10 | 03/21/2026 | ☆ |
| 2505 | Team Hewins, Llc CRD 291194 | Foster City, CA | Wealth Manager · Mid-sized ($1B–$10B) | $4.0B | 576 | 2,260 | 29 | 07/22/2026 | ☆ |
| 2506 | Financial Integrity Advisors, Llc CRD 130458 | Philadelphia, PA | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $4.0B | 7 | 13 | 2 | 03/13/2026 | ☆ |
| 2507 | Inspire Investing, Llc CRD 171988 | Meridian, ID | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $4.0B | 455 | 455 | 33 | 03/31/2026 | ☆ |
| 2508 | Pantera Capital Partners Lp CRD 284342 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $4.0B | 35 | 35 | 72 | 03/31/2026 | ☆ |
| 2509 | Stenham Asset Management Limited CRD 164382 | St. Peter Port | Private Fund Manager · Mid-sized ($1B–$10B) | $4.0B | 158 | 200 | 14 | 06/30/2026 | ☆ |
| 2510 | Glade Brook Capital Partners Llc CRD 159807 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $4.0B | 40 | 40 | 18 | 07/14/2026 | ☆ |
| 2511 | Nwi Management Lp CRD 158366 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $4.0B | 10 | 10 | 13 | 06/02/2026 | ☆ |
| 2512 | Sterling Investment Partners Advisers, Llc CRD 156946 | Greenwich, CT | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 6 | 6 | 24 | 03/31/2026 | ☆ |
| 2513 | N CRD 169114 | Wealth Manager · Mid-sized ($1B–$10B) | $3.9B | 908 | 3,076 | 30 | 04/14/2025 | ☆ | |
| 2514 | Vernal Point Advisors, Llc CRD 166587 | San Francisco, CA | Multi-Family Office · Mid-sized ($1B–$10B) | $3.9B | 20 | 255 | 25 | 07/10/2026 | ☆ |
| 2515 | Forza Investment Group, Lp CRD 329156 | Summit, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 11 | 11 | 12 | 05/18/2026 | ☆ |
| 2516 | Ocean Park Asset Management, Llc CRD 145634 | Santa Monica, CA | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.9B | 138 | 226 | 58 | 07/15/2026 | ☆ |
| 2517 | Madison Avenue Partners, Lp CRD 298610 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 3 | 3 | 7 | 03/02/2026 | ☆ |
| 2518 | Tiger Infrastructure Partners Lp CRD 161551 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 30 | 30 | 32 | 04/30/2026 | ☆ |
| 2519 | Wealthcare Capital Management Llc CRD 111119 | Richmond, VA | Wealth Manager · Mid-sized ($1B–$10B) | $3.9B | 5,691 | 13,598 | 54 | 05/21/2026 | ☆ |
| 2520 | Pictet Asset Management (Singapore) Pte Ltd CRD 166631 | Singapore | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 24 | 29 | 28 | 06/25/2026 | ☆ |
| 2521 | Hildred Capital Management, Llc CRD 301293 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 17 | 17 | 31 | 04/06/2026 | ☆ |
| 2522 | Atalanta Sosnoff Management, Llc CRD 11085 | New York, NY | Investment Adviser · Mid-sized ($1B–$10B) | $3.9B | 597 | 597 | 37 | 03/31/2026 | ☆ |
| 2523 | Crosslink Capital, Inc. CRD 109948 | Menlo Park, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 33 | 33 | 34 | 03/27/2026 | ☆ |
| 2524 | Avenue Europe International Management, L.P. CRD 131937 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 22 | 22 | 183 | 05/05/2026 | ☆ |
| 2525 | Tuttle Capital Management, Llc CRD 164937 | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.9B | 57 | 57 | 14 | 01/28/2026 | ☆ | |
| 2526 | Guidestone Investment Services CRD 338335 | Dallas, TX | Endowment & Foundation Advisor · Mid-sized ($1B–$10B) | $3.9B | 14 | 65 | 28 | 03/31/2026 | ☆ |
| 2527 | Clinton Investment Management, Llc CRD 143599 | Stamford, CT | Wealth Manager · Mid-sized ($1B–$10B) | $3.9B | 2,146 | 2,146 | 14 | 05/14/2026 | ☆ |
| 2528 | Ima Advisory Services, Inc. CRD 112091 | Denver, CO | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.9B | 579 | 1,191 | 50 | 05/19/2026 | ☆ |
| 2529 | Johnson Sterling, Inc. CRD 106379 | Birmingham, AL | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $3.9B | 365 | 365 | 10 | 03/31/2026 | ☆ |
| 2530 | Ancora Private Wealth Advisors, Llc CRD 124845 | Cleveland, OH | Wealth Manager · Mid-sized ($1B–$10B) | $3.9B | 4,509 | 4,509 | 53 | 04/01/2026 | ☆ |
| 2531 | Shaolin Capital Management Llc CRD 300095 | Miami, FL | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 5 | 5 | 14 | 03/31/2026 | ☆ |
| 2532 | S.B. Value Partners, L.P. CRD 139162 | San Antonio, TX | Investment Adviser · Mid-sized ($1B–$10B) | $3.9B | 56 | 108 | 13 | 03/16/2026 | ☆ |
| 2533 | Two West Capital Advisors Llc CRD 154543 | Overland Park, KS | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $3.9B | 650 | 650 | 15 | 05/29/2026 | ☆ |
| 2534 | Middleground Management, Lp CRD 297235 | Lexington, KY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 24 | 24 | 111 | 05/21/2026 | ☆ |
| 2535 | Highland Capital Management, Llc CRD 104842 | Memphis, TN | Investment Adviser · Mid-sized ($1B–$10B) | $3.9B | 957 | 957 | 21 | 07/08/2026 | ☆ |
| 2536 | Assuredpartners Investment Advisors, Llc CRD 309550 | Tampa, FL | Investment Adviser · Mid-sized ($1B–$10B) | $3.9B | 2,159 | 4,276 | 58 | 07/16/2026 | ☆ |
| 2537 | N CRD 159020 | Investment Adviser · Mid-sized ($1B–$10B) | $3.9B | 16 | 23 | 19 | 03/27/2025 | ☆ | |
| 2538 | Hv Manco, Llc CRD 315050 | Newark, NJ | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 7 | 7 | 45 | 03/31/2026 | ☆ |
| 2539 | 140 Summer Partners Lp CRD 308929 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 3 | 3 | 14 | 03/20/2026 | ☆ |
| 2540 | Voya Financial Advisors, Inc. CRD 2882 | Windsor, CT | Insurance-Affiliated · Mid-sized ($1B–$10B) | $3.9B | 16,336 | 16,337 | 638 | 07/31/2026 | ☆ |
| 2541 | Alamo Advisors, Lp CRD 122290 | San Antonio, TX | Multi-Family Office · Mid-sized ($1B–$10B) | $3.9B | 242 | 984 | 15 | 03/08/2026 | ☆ |
| 2542 | Cyrus Capital Partners, L.P. CRD 136713 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 36 | 36 | 25 | 03/31/2026 | ☆ |
| 2543 | Ionic Capital Management Llc CRD 156400 | New York, NY | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 21 | 21 | 34 | 03/31/2026 | ☆ |
| 2544 | Defiance Etfs, Llc CRD 294410 | Miami, FL | Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) | $3.9B | 4 | 4 | 7 | 07/06/2026 | ☆ |
| 2545 | Palisade Capital Management, Lp CRD 104581 | Fort Lee, NJ | Investment Adviser · Mid-sized ($1B–$10B) | $3.9B | 1,754 | 2,253 | 42 | 07/31/2026 | ☆ |
| 2546 | Attucks Asset Management, Llc CRD 118891 | Chicago, IL | Institutional / Pension Advisor · Mid-sized ($1B–$10B) | $3.9B | 16 | 18 | 12 | 03/18/2026 | ☆ |
| 2547 | Newview Capital Management, Llc CRD 298161 | Burlingame, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 27 | 27 | 22 | 04/29/2026 | ☆ |
| 2548 | Tages Capital Llp CRD 337285 | London | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 28 | 29 | 40 | 03/30/2026 | ☆ |
| 2549 | Rimrock Capital Management Llc CRD 120410 | Irvine, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.9B | 22 | 22 | 26 | 04/30/2026 | ☆ |
| 2550 | Tree Line Capital Partners, Llc CRD 173784 | San Francisco, CA | Private Fund Manager · Mid-sized ($1B–$10B) | $3.8B | 14 | 18 | 30 | 03/30/2026 | ☆ |