AUMdb

Investment advisers

44,489 firms from SEC Form ADV filings

Advanced market filters Pro · unlock

Profiles and source records remain public on every plan.

Save, monitor & export with Pro
#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
3051 L 1 Global Wealth Llc CRD 337213 Coconut Grove, FL Multi-Family Office · Mid-sized ($1B–$10B) $2.8B 17 139 4 03/19/2026 ☆
3052 Mvp Manager Llc CRD 282143 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 82 82 1 07/28/2026 ☆
3053 Bowie Capital Management, Llc CRD 171023 Richardson, TX Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 10 18 10 04/29/2026 ☆
3054 Strategic Financial Services, Inc. CRD 109677 Utica, NY Wealth Manager · Mid-sized ($1B–$10B) $2.8B 1,336 3,589 39 03/26/2026 ☆
3055 Peakline Partners, Llc CRD 306449 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 57 57 45 07/06/2026 ☆
3056 Western Asset Management Company Pte Ltd CRD 142188 Singapore Investment Adviser · Mid-sized ($1B–$10B) $2.8B 10 10 9 07/13/2026 ☆
3057 First Endowment Development Corp CRD 105335 Houston, TX Multi-Family Office · Mid-sized ($1B–$10B) $2.8B 120 120 16 05/22/2026 ☆
3058 Willow Tree Credit Partners Lp CRD 287810 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 14 19 21 03/31/2026 ☆
3059 Csfc Management Company, Llc CRD 161372 Nashville, TN Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 15 15 35 03/30/2026 ☆
3060 Avenir Management Company, Llc CRD 288045 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 40 40 20 04/29/2026 ☆
3061 Rothschild Investment Llc CRD 728 Chicago, IL Insurance-Affiliated · Mid-sized ($1B–$10B) $2.8B 1,246 2,831 39 03/30/2026 ☆
3062 Diversified Enterprises, Llc CRD 331709 Wilmington, DE Insurance-Affiliated · Mid-sized ($1B–$10B) $2.8B 2,002 6,570 53 07/20/2026 ☆
3063 Pointer Management, Llc CRD 156810 Chattanooga, TN Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 6 6 16 03/27/2026 ☆
3064 Berkshire Asset Management, Llc CRD 145463 Wilkes Barre, PA Wealth Manager · Mid-sized ($1B–$10B) $2.8B 2,479 2,486 11 03/30/2026 ☆
3065 Veta Investment Partners, Llc CRD 309023 Lawrence, KS Investment Adviser · Mid-sized ($1B–$10B) $2.8B 4 10 05/28/2026 ☆
3066 Investcorp Investment Solutions Llc CRD 314925 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $2.8B 1 6 09/29/2025 ☆
3067 Blackstone Real Estate Advisors Europe L.P. CRD 135952 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 7 7 547 03/30/2026 ☆
3068 Stone Hill Fiduciary Management, Llc CRD 164981 Great Neck, NY Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.8B 94 95 3 03/25/2026 ☆
3069 Jb Capital Llc CRD 171168 Wethersfield, CT Wealth Manager · Mid-sized ($1B–$10B) $2.8B 6,044 14,540 64 02/25/2026 ☆
3070 Lri Investments, Llc CRD 323556 Palm Beach Gardens, FL Wealth Manager · Mid-sized ($1B–$10B) $2.8B 582 1,542 35 02/27/2026 ☆
3071 Ohana Advisors Management, Llc CRD 158515 San Rafael, CA Multi-Family Office · Mid-sized ($1B–$10B) $2.8B 22 22 13 05/22/2026 ☆
3072 Equity Services, Inc. CRD 265 Montpelier, VT Insurance-Affiliated · Mid-sized ($1B–$10B) $2.8B 12,379 12,379 500 07/01/2026 ☆
3073 Cain International Advisers Limited CRD 290217 London Investment Adviser · Mid-sized ($1B–$10B) $2.8B 8 8 92 03/31/2026 ☆
3074 Expand Financial, Llc CRD 152515 Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.8B 1,858 1,959 6 03/02/2026 ☆
3075 Mariner Managed Account Solutions, Llc CRD 151664 Overland Park,, KS Wealth Manager · Mid-sized ($1B–$10B) $2.8B 3,537 6,147 13 07/01/2026 ☆
3076 Barwick & Partners, Inc. CRD 174336 Investment Adviser · Mid-sized ($1B–$10B) $2.8B 360 360 2 02/04/2026 ☆
3077 Stegner Investment Associates Inc CRD 107480 Louisville, KY Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.8B 235 820 10 03/24/2026 ☆
3078 Cordiant Capital Inc. CRD 172313 Montreal Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 8 8 26 05/28/2026 ☆
3079 Mlc Asset Management Us Llc CRD 314738 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 17 17 4 05/20/2026 ☆
3080 Ardian Us Llc CRD 121326 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 10 10 128 03/30/2026 ☆
3081 Singerman Real Estate Management Company, L.P. CRD 168331 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 13 13 25 05/11/2026 ☆
3082 Pretium Credit Management, Llc CRD 154057 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 15 15 110 05/07/2026 ☆
3083 Nexpoint Asset Management, L.P. CRD 149653 Dallas, TX Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.8B 5 5 6 03/31/2026 ☆
3084 Ghk Capital Partners Lp CRD 306914 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 10 11 16 03/17/2026 ☆
3085 Consonance Capital Partners, Lp CRD 167165 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 16 16 20 03/31/2026 ☆
3086 Turtle Creek Wealth Advisors, Llc CRD 322998 Dallas, TX Multi-Family Office · Mid-sized ($1B–$10B) $2.8B 140 1,435 26 06/02/2026 ☆
3087 Holdco Asset Management, Lp CRD 167054 Fort Lauderdale, FL Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 4 4 7 03/27/2026 ☆
3088 Raine Capital Llc CRD 157939 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 40 47 183 05/05/2026 ☆
3089 Ryan Alm Advisers, Llc CRD 135781 Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.8B 9 9 4 01/09/2026 ☆
3090 A16 Z Perennial Management, L.P. CRD 324429 Menlo Park, CA Multi-Family Office · Mid-sized ($1B–$10B) $2.8B 73 147 26 05/26/2026 ☆
3091 Cdh Investment Advisory Private Limited CRD 163756 Singapore Private Fund Manager · Mid-sized ($1B–$10B) $2.8B 5 6 33 03/26/2026 ☆
3092 Falcons I, Llc CRD 294460 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $2.7B 1 1 5 03/31/2026 ☆
3093 Peconic Partners Llc CRD 108857 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.7B 8 8 12 03/17/2026 ☆
3094 Arete Wealth Advisors, Llc CRD 145488 Chicago, IL Insurance-Affiliated · Mid-sized ($1B–$10B) $2.7B 5,426 5,424 135 06/04/2026 ☆
3095 Guardian Wealth Advisors, Llc CRD 305412 Raleigh, NC Wealth Manager · Mid-sized ($1B–$10B) $2.7B 2,262 5,387 50 03/26/2026 ☆
3096 Dearborn Partners L.L.C. CRD 108147 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $2.7B 285 2,124 24 03/23/2026 ☆
3097 Dw Management Services, L.L.C. CRD 160555 Park City, UT Private Fund Manager · Mid-sized ($1B–$10B) $2.7B 12 12 34 05/11/2026 ☆
3098 Abner Herrman & Brock, Llc CRD 8517 Jersey City, NJ Wealth Manager · Mid-sized ($1B–$10B) $2.7B 2,403 2,403 13 06/09/2026 ☆
3099 Bison Wealth, Llc CRD 299805 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $2.7B 9,003 9,003 78 06/15/2026 ☆
3100 Black Chamber Partners, Llc CRD 306359 Washington, DC Private Fund Manager · Mid-sized ($1B–$10B) $2.7B 9 9 19 03/31/2026 ☆