Investment advisers
45,544 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 |
|---|---|---|---|---|---|---|---|---|---|
| 251 | Bam Credit And Insurance Solutions Advisor Llc CRD 312792 | New York, NY | Investment Adviser · Mega ($100B+) | $107B | 32 | 32 | 1,421 | 03/31/2026 | ☆ |
| 252 | Conning, Inc. CRD 107423 | Hartford, CT | Investment Adviser · Mega ($100B+) | $107B | 161 | 819 | 270 | 03/30/2026 | ☆ |
| 253 | Tudor Investment Corporation CRD 159792 | Stamford, CT | Private Fund Manager · Mega ($100B+) | $107B | 22 | 22 | 483 | 11/06/2026 | ☆ |
| 254 | A16 Z Capital Management, L.L.C. CRD 160489 | Menlo Park, CA | Private Fund Manager · Mega ($100B+) | $106B | 119 | 119 | 738 | 03/30/2026 | ☆ |
| 255 | Vista Equity Partners Management, Llc CRD 156973 | San Francisco, CA | Private Fund Manager · Mega ($100B+) | $106B | 128 | 128 | 643 | 09/04/2026 | ☆ |
| 256 | Principal Real Estate Investors, Llc CRD 109008 | Des Moines, IA | Investment Adviser · Mega ($100B+) | $106B | 681 | 681 | 477 | 08/19/2026 | ☆ |
| 257 | Brookfield Asset Management Pic Us, Llc CRD 151599 | New York, NY | Private Fund Manager · Mega ($100B+) | $105B | 127 | 127 | 1,790 | 08/06/2026 | ☆ |
| 258 | Rbc Global Asset Management (U.S.) Inc. CRD 107173 | Minneapolis, MN | Private Fund Manager · Mega ($100B+) | $104B | 245 | 245 | 212 | 05/21/2026 | ☆ |
| 259 | Lsv Asset Management CRD 109918 | Chicago, IL | Investment Adviser · Mega ($100B+) | $104B | 216 | 216 | 45 | 03/30/2026 | ☆ |
| 260 | Public Trust Advisors, Llc CRD 159189 | Denver, CO | Private Fund Manager · Mega ($100B+) | $104B | 82 | 239 | 157 | 10/13/2026 | ☆ |
| 261 | Lincoln Financial Investments Corporation CRD 108881 | Radnor, PA | Mutual Fund / Asset Manager · Mega ($100B+) | $102B | 129 | 129 | 86 | 09/11/2026 | ☆ |
| 262 | Sixth Street Advisers, Llc CRD 159014 | Dallas, TX | Private Fund Manager · Mega ($100B+) | $102B | 177 | 177 | 703 | 10/02/2026 | ☆ |
| 263 | Oak Hill Advisors, L.P. CRD 125352 | New York, NY | Private Fund Manager · Mega ($100B+) | $101B | 152 | 184 | 435 | 06/01/2026 | ☆ |
| 264 | Blackstone Credit Bdc Advisors Llc CRD 296294 | New York, NY | Investment Adviser · Mega ($100B+) | $101B | 2 | 2 | 753 | 10/20/2026 | ☆ |
| 265 | Bracebridge Capital, Llc CRD 158343 | Boston, MA | Private Fund Manager · Mega ($100B+) | $100B | 12 | 12 | 168 | 03/31/2026 | ☆ |
| 266 | Rockefeller Financial Llc CRD 291361 | New York, NY | Broker-Dealer (Dually Registered) · Large ($10B–$100B) | $99.6B | 50,292 | 95,368 | 1,005 | 03/31/2026 | ☆ |
| 267 | Brookfield Renewable Energy Group Llc CRD 316590 | Toronto, Ontario | Private Fund Manager · Large ($10B–$100B) | $99.1B | 125 | 125 | 1,072 | 08/05/2026 | ☆ |
| 268 | Neuberger Berman Europe Limited CRD 162267 | London | Private Fund Manager · Large ($10B–$100B) | $98.0B | 241 | 241 | 312 | 05/06/2026 | ☆ |
| 269 | Pathway Capital Management, Lp CRD 108016 | Irvine, CA | Private Fund Manager · Large ($10B–$100B) | $97.8B | 120 | 121 | 248 | 10/29/2026 | ☆ |
| 270 | Ares Capital Management Llc CRD 131619 | Los Angeles, CA | Investment Adviser · Large ($10B–$100B) | $97.6B | 46 | 57 | 634 | 08/26/2026 | ☆ |
| 271 | Wealthspire Institutional, Llc CRD 106720 | Chicago, IL | Institutional / Pension Advisor · Large ($10B–$100B) | $97.5B | 1,239 | 1,241 | 210 | 10/09/2026 | ☆ |
| 272 | Eaton Vance Management CRD 104859 | Boston, MA | Mutual Fund / Asset Manager · Large ($10B–$100B) | $97.0B | 3,826 | 3,816 | 219 | 08/11/2026 | ☆ |
| 273 | Wcm Investment Management, Llc CRD 104702 | Laguna Beach, CA | Investment Adviser · Large ($10B–$100B) | $96.8B | 6,735 | 6,728 | 102 | 08/31/2026 | ☆ |
| 274 | Bain Capital Private Equity, Lp CRD 145653 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $96.4B | 36 | 36 | 919 | 03/31/2026 | ☆ |
| 275 | Renaissance Technologies Llc CRD 106661 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $96.4B | 14 | 14 | 310 | 07/01/2026 | ☆ |
| 276 | Gcm Grosvenor L.P. CRD 108654 | Chicago, IL | Private Fund Manager · Large ($10B–$100B) | $95.5B | 394 | 407 | 466 | 06/30/2026 | ☆ |
| 277 | Blue Owl Gpsc Advisors Llc CRD 293945 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $94.7B | 169 | 169 | 40 | 08/20/2026 | ☆ |
| 278 | Numeric Investors Llc CRD 131684 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $94.4B | 120 | 125 | 54 | 08/28/2026 | ☆ |
| 279 | Ppm America, Inc. CRD 107269 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $93.8B | 46 | 67 | 217 | 05/29/2026 | ☆ |
| 280 | Fort Washington Investment Advisors Inc CRD 107126 | Cincinnati, OH | Investment Adviser · Large ($10B–$100B) | $93.5B | 755 | 1,650 | 157 | 10/23/2026 | ☆ |
| 281 | Doubleline Capital Lp CRD 152606 | Tampa, FL | Mutual Fund / Asset Manager · Large ($10B–$100B) | $93.3B | 102 | 133 | 258 | 03/31/2026 | ☆ |
| 282 | Coatue Management, L.L.C. CRD 157910 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $92.7B | 126 | 127 | 199 | 07/29/2026 | ☆ |
| 283 | Cerberus Capital Management, L.P. CRD 152175 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $92.5B | 257 | 257 | 936 | 08/26/2026 | ☆ |
| 284 | N CRD 282933 | Private Fund Manager · Large ($10B–$100B) | $92.4B | 95 | 95 | 110 | 05/20/2025 | ☆ | |
| 285 | Insight Venture Management, Llc CRD 142994 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $92.2B | 181 | 181 | 438 | 09/09/2026 | ☆ |
| 286 | Wellington Alternative Investments Llc CRD 226715 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $92.2B | 124 | 124 | 2 | 09/29/2026 | ☆ |
| 287 | Blackstone Alternative Asset Management L.P. CRD 107580 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $92.0B | 181 | 174 | 293 | 10/15/2026 | ☆ |
| 288 | Assetmark, Inc. CRD 109018 | Concord, CA | Wealth Manager · Large ($10B–$100B) | $91.8B | 456,452 | 456,453 | 859 | 09/14/2026 | ☆ |
| 289 | Advent International, L.P. CRD 105673 | Boston, MA | Private Fund Manager · Large ($10B–$100B) | $91.6B | 133 | 133 | 262 | 08/14/2026 | ☆ |
| 290 | Capstone Investment Advisors, Llc CRD 155563 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $91.5B | 31 | 31 | 304 | 08/05/2026 | ☆ |
| 291 | Ast Investment Services, Inc. CRD 108897 | Shelton, CT | Mutual Fund / Asset Manager · Large ($10B–$100B) | $91.5B | 1 | 19 | 42 | 09/25/2026 | ☆ |
| 292 | Aegon Usa Investment Management, Llc CRD 114537 | Cedar Rapids, IA | Investment Adviser · Large ($10B–$100B) | $88.8B | 80 | 199 | 217 | 03/27/2026 | ☆ |
| 293 | Symetra Investment Management Company CRD 312176 | Farmington, CT | Investment Adviser · Large ($10B–$100B) | $88.8B | 10 | 76 | 101 | 04/23/2026 | ☆ |
| 294 | Wisdomtree Asset Management, Inc. CRD 139684 | New York, NY | Mutual Fund / Asset Manager · Large ($10B–$100B) | $88.4B | 2 | 85 | 175 | 03/31/2026 | ☆ |
| 295 | Iii Capital Management CRD 113539 | Boca Raton, FL | Private Fund Manager · Large ($10B–$100B) | $88.2B | 21 | 25 | 9 | 05/07/2026 | ☆ |
| 296 | Morningstar Investment Management Llc CRD 108031 | Chicago, IL | Investment Adviser · Large ($10B–$100B) | $87.8B | 515,981 | 515,981 | 267 | 10/30/2026 | ☆ |
| 297 | Pantheon Ventures (Us) Lp CRD 153425 | San Francisco, CA | Private Fund Manager · Large ($10B–$100B) | $87.7B | 157 | 157 | 129 | 07/14/2026 | ☆ |
| 298 | Clayton, Dubilier & Rice, Llc CRD 160492 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $87.4B | 42 | 44 | 271 | 04/16/2026 | ☆ |
| 299 | Fig Llc CRD 129612 | New York, NY | Private Fund Manager · Large ($10B–$100B) | $87.3B | 353 | 359 | 1,004 | 08/19/2026 | ☆ |
| 300 | N CRD 108559 | Wealth Manager · Large ($10B–$100B) | $86.3B | 20,265 | 56,585 | 690 | 01/10/2025 | ☆ |