AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
2751 N CRD 226518 Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 8 8 0 03/27/2026 ☆
2752 Recognize Partners Lp CRD 311156 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 5 5 25 04/08/2026 ☆
2753 Red Cedar Investment Management, Llc CRD 170939 Grand Rapids, MI Investment Adviser · Mid-sized ($1B–$10B) $3.3B 26 67 18 05/19/2026 ☆
2754 Lasalle Investment Management Securities, Llc CRD 111179 Baltimore, MD Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 12 25 27 03/31/2026 ☆
2755 Meeder Asset Management, Inc CRD 105794 Dublin, OH Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.3B 233 279 52 03/09/2026 ☆
2756 Vwh Capital Management, Lp CRD 289128 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 11 11 28 03/31/2026 ☆
2757 Apollo Investment Management, L.P. CRD 130610 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $3.3B 1 1 3,564 03/31/2026 ☆
2758 Aris Investing Llc CRD 325320 Glenview, IL Investment Adviser · Mid-sized ($1B–$10B) $3.3B 9 919 32 06/23/2026 ☆
2759 Sovereign Investment Advisors Llc CRD 149040 Phoenix, AZ Investment Adviser · Mid-sized ($1B–$10B) $3.3B 41 144 8 06/04/2026 ☆
2760 Stratos Investment Management, Llc CRD 283850 Beachwood, OH Investment Adviser · Mid-sized ($1B–$10B) $3.3B 3 7,664 89 09/17/2026 ☆
2761 Schneider Downs Wealth Management Advisors, Lp CRD 128591 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $3.3B 786 1,952 28 03/24/2026 ☆
2762 Security Capital Research & Management Incorporated CRD 106201 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $3.3B 61 92 17 03/31/2026 ☆
2763 Certuity, Llc CRD 129505 North Palm Beach, FL Wealth Manager · Mid-sized ($1B–$10B) $3.3B 520 1,828 35 04/30/2026 ☆
2764 Praxis Investment Management, Inc. CRD 105675 Goshen, IN Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.3B 1 10 14 03/23/2026 ☆
2765 Xml Financial, Llc CRD 284987 Bethesda, MD Wealth Manager · Mid-sized ($1B–$10B) $3.3B 2,944 5,987 54 06/02/2026 ☆
2766 Smash Ventures Management Company Lp CRD 299799 West Hollywood, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 21 21 18 05/29/2026 ☆
2767 Emerald Advisers, Llc CRD 107496 Leola, PA Investment Adviser · Mid-sized ($1B–$10B) $3.3B 32 43 35 03/31/2026 ☆
2768 Guardian Partners Inc. CRD 324189 Toronto, Ontario Wealth Manager · Mid-sized ($1B–$10B) $3.3B 3,051 3,089 76 03/31/2026 ☆
2769 Patria Capital Partners Llp CRD 144651 Edinburgh Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 27 27 75 05/12/2026 ☆
2770 Atalan Capital Partners, Lp CRD 226714 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 6 6 7 04/27/2026 ☆
2771 Strategies Wealth Advisors, Llc CRD 289913 Grand Rapids, MI Insurance-Affiliated · Mid-sized ($1B–$10B) $3.3B 804 3,978 31 07/20/2026 ☆
2772 Knightsbridge Advisers Llc CRD 111043 Bartlesville, OK Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 25 25 17 08/26/2026 ☆
2773 Focused Investors Llc CRD 140010 Los Angeles, CA Investment Adviser · Mid-sized ($1B–$10B) $3.3B 3 9 4 03/30/2026 ☆
2774 Formentera Partners Lp CRD 311055 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 15 15 11 03/31/2026 ☆
2775 Verger Capital Management Llc CRD 170125 Winston Salem, NC Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 10 11 18 07/21/2026 ☆
2776 Mudrick Capital Management, Lp CRD 161012 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 49 49 35 06/10/2026 ☆
2777 Ridgewood Energy Corporation CRD 142136 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 20 20 61 03/30/2026 ☆
2778 Greenvale Capital Llp CRD 281654 London Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 5 5 15 06/29/2026 ☆
2779 Whitetail Rock Capital Management, Llc CRD 156675 Lincoln, NE Investment Adviser · Mid-sized ($1B–$10B) $3.3B 4 9 3 03/27/2026 ☆
2780 Potomac Fund Management Inc CRD 105413 Bethesda, MD Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.3B 1,261 2,385 36 05/27/2026 ☆
2781 Cinven, Inc. CRD 323534 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $3.3B 1 12 20 08/07/2026 ☆
2782 Darlington Partners Capital Management, Lp CRD 311926 Greenbrae, CA Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 3 3 8 03/25/2026 ☆
2783 Glasfunds, Llc CRD 150884 Cleveland, OH Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 2 2 36 08/04/2026 ☆
2784 Northeast Investment Management Inc CRD 105051 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $3.3B 1,651 1,651 25 02/19/2026 ☆
2785 Tremblant Advisors Lp CRD 330605 West Palm Beach, FL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.3B 2 2 19 03/31/2026 ☆
2786 Basepoint Advisors Llc CRD 316715 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 13 13 25 06/01/2026 ☆
2787 Falcon Investment Advisors, Llc CRD 161548 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 14 14 33 03/30/2026 ☆
2788 Avantyr Capital Partners, Lp CRD 337895 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 3 3 22 03/30/2026 ☆
2789 York Capital Management Global Advisors, Llc CRD 140336 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 17 17 43 03/27/2026 ☆
2790 Pfg Advisors, Llc CRD 173344 Phoenix, AZ Wealth Manager · Mid-sized ($1B–$10B) $3.3B 7,592 13,982 112 03/17/2026 ☆
2791 Sbb Research Group Llc CRD 161109 Northbrook, IL Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 10 11 28 08/05/2026 ☆
2792 Gates Capital Management, Inc. CRD 137842 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.3B 4 4 14 03/12/2026 ☆
2793 Blb & B Advisors, Llc CRD 139096 Montgomeryville, PA Wealth Manager · Mid-sized ($1B–$10B) $3.3B 1,632 3,957 32 09/01/2026 ☆
2794 Monograph Wealth Advisors, Llc CRD 173949 Manhattan Beach, CA Multi-Family Office · Mid-sized ($1B–$10B) $3.2B 213 1,125 20 03/27/2026 ☆
2795 Advocacy Wealth Management, Llc CRD 141943 Atlanta, GA Insurance-Affiliated · Mid-sized ($1B–$10B) $3.2B 1,720 2,234 36 08/03/2026 ☆
2796 Gryphon Wealth, Llc CRD 339969 Jacksonville, FL Wealth Manager · Mid-sized ($1B–$10B) $3.2B 695 3,071 22 08/20/2026 ☆
2797 Bharcap Partners, Llc CRD 315679 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $3.2B 8 9 14 03/29/2026 ☆
2798 Cantor Fitzgerald Investment Advisors, L.P. CRD 159296 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.2B 1,295 1,302 35 07/15/2026 ☆
2799 Growthcurve Capital, Lp CRD 313204 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $3.2B 15 15 31 03/31/2026 ☆
2800 Counterpoint Mutual Funds, Llc CRD 172379 San Diego, CA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $3.2B 5 5 15 03/30/2026 ☆