AUMdb

Investment advisers

44,489 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
3201 Tradition Wealth Management Llc CRD 128314 Edina, MN Wealth Manager · Mid-sized ($1B–$10B) $2.6B 2,244 5,771 32 06/12/2026 ☆
3202 Sora Investors Llc CRD 317257 Bryn Mawr, PA Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 4 4 13 01/28/2026 ☆
3203 Trajan Wealth, L.L.C. CRD 158847 Scottsdale, AZ Insurance-Affiliated · Mid-sized ($1B–$10B) $2.6B 10,633 18,370 140 03/20/2026 ☆
3204 N CRD 136634 Investment Adviser · Mid-sized ($1B–$10B) $2.6B 13 22 7 03/31/2026 ☆
3205 Checchi Capital Advisers, Llc CRD 143478 Beverly Hills, CA Wealth Manager · Mid-sized ($1B–$10B) $2.6B 241 1,169 29 03/23/2026 ☆
3206 Wfm Asia (Bvi) Limited CRD 139173 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 2 2 13 03/26/2026 ☆
3207 Wfm Asia (Hk) Limited CRD 139184 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 2 2 13 03/26/2026 ☆
3208 S2 G Investments, Llc CRD 330022 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 9 9 55 08/03/2026 ☆
3209 N CRD 143388 Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 14 14 6 12/12/2025 ☆
3210 Edison Partners Management, Llc CRD 310951 Nashville, TN Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 20 20 22 03/31/2026 ☆
3211 Tyree & D'angelo Partners Management Lp CRD 298088 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 16 20 56 03/30/2026 ☆
3212 Pegasus Tech Ventures, Inc. CRD 164588 San Jose, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 43 43 46 03/31/2026 ☆
3213 The Catalyst Capital Group Inc. CRD 155299 Toronto Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 6 6 16 07/24/2026 ☆
3214 Deroy & Devereaux Private Investment Counsel, Inc. CRD 121560 Bloomfield Hills, MI Wealth Manager · Mid-sized ($1B–$10B) $2.6B 158 615 19 03/03/2026 ☆
3215 Maple Capital Management, Inc. CRD 130209 Montpelier, VT Wealth Manager · Mid-sized ($1B–$10B) $2.6B 1,597 3,579 27 03/27/2026 ☆
3216 North Hudson Resource Partners Lp CRD 297155 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 9 9 8 03/27/2026 ☆
3217 Icon Wealth Advisors, Llc CRD 319609 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $2.6B 629 4,150 22 04/09/2026 ☆
3218 Zmc Advisors, L.P. CRD 161274 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 11 11 20 03/31/2026 ☆
3219 Renovus Associates, Llc CRD 314528 Wayne, PA Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 18 17 45 07/31/2026 ☆
3220 International Assets Investment Management, Llc CRD 144426 Orlando, FL Wealth Manager · Mid-sized ($1B–$10B) $2.6B 5,961 8,531 124 01/30/2026 ☆
3221 Bracket Ventures Management, Llc CRD 291692 West Hollywood, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 51 51 9 03/31/2026 ☆
3222 Atlantic Capital Strategies, Inc. CRD 146725 Investment Adviser · Mid-sized ($1B–$10B) $2.6B 15 15 2 03/06/2026 ☆
3223 Bridgewater Advisors Inc. CRD 109826 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $2.6B 606 3,075 24 03/12/2026 ☆
3224 Vestar Capital Partners, Llc CRD 155953 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 20 20 29 04/25/2026 ☆
3225 Brevet Capital Management, Llc CRD 151672 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 22 26 37 06/18/2026 ☆
3226 Arthur Ventures Management 2, Llc CRD 326592 Minneapolis, MN Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 17 17 19 04/21/2026 ☆
3227 Howard Capital Management Group, Llc CRD 310510 Los Angeles, CA Wealth Manager · Mid-sized ($1B–$10B) $2.6B 561 1,442 12 03/30/2026 ☆
3228 Dunes Point Capital, L.P. CRD 172538 Rye, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 9 9 37 03/31/2026 ☆
3229 Rational Advisors, Inc. CRD 111452 San Juan, PR Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.6B 13 13 17 05/08/2026 ☆
3230 Broad Reach Investment Management Llp CRD 285755 London Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 7 7 29 06/29/2026 ☆
3231 Basso Capital Management, L.P. CRD 132311 Stamford, CT Multi-Family Office · Mid-sized ($1B–$10B) $2.6B 115 115 12 05/29/2026 ☆
3232 Kensington Asset Management, Llc CRD 309780 Austin, TX Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.6B 21 1 17 08/03/2026 ☆
3233 Compass Capital Management Inc CRD 107823 Minneapolis, MN Wealth Manager · Mid-sized ($1B–$10B) $2.6B 443 1,676 20 03/26/2026 ☆
3234 Glassman Wealth Services, Llc CRD 151478 Vienna, VA Wealth Manager · Mid-sized ($1B–$10B) $2.6B 399 3,038 21 04/21/2026 ☆
3235 Mas Advisors Llc CRD 165906 Coral Gables, FL Investment Adviser · Mid-sized ($1B–$10B) $2.6B 21 295 13 03/31/2026 ☆
3236 Aspect Capital Limited CRD 127600 London Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 28 7 121 07/28/2026 ☆
3237 Cookson Peirce & Co Inc CRD 110729 Pittsburgh, PA Wealth Manager · Mid-sized ($1B–$10B) $2.6B 1,648 2,505 29 05/12/2026 ☆
3238 Ssi Investment Management Llc CRD 104889 Los Angeles, CA Investment Adviser · Mid-sized ($1B–$10B) $2.6B 79 79 25 03/28/2026 ☆
3239 Aventail Capital Group, Lp CRD 306333 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.6B 11 11 23 03/30/2026 ☆
3240 Row Asset Management, Llc CRD 168336 Newport Beach, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 14 14 20 03/31/2026 ☆
3241 Chickasaw Capital Management, Llc CRD 127398 Memphis, TN Investment Adviser · Mid-sized ($1B–$10B) $2.5B 386 441 19 04/24/2026 ☆
3242 Rv Capital Management Private Ltd CRD 171385 Singapore Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 12 12 32 03/30/2026 ☆
3243 Unifi Asset Management Lp CRD 330942 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 3 6 16 07/13/2026 ☆
3244 Creativeone Securities, Llc CRD 152974 Overland Park, KS Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $2.5B 12,485 12,485 196 05/28/2026 ☆
3245 Phase 3 Capital Management Llc CRD 294408 Boca Raton, FL Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 6 6 9 03/30/2026 ☆
3246 Blackstone Ireland Fund Management Limited CRD 292144 Dublin 2 Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 3 3 711 07/30/2026 ☆
3247 Validus Capital Llc CRD 319212 El Segundo, CA Multi-Family Office · Mid-sized ($1B–$10B) $2.5B 190 3,533 18 03/31/2026 ☆
3248 Commerce Investment Advisors, Inc. CRD 104705 Kansas City, MO Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.5B 9 9 34 03/13/2026 ☆
3249 Strategic Blueprint, Llc CRD 284840 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $2.5B 3,506 8,462 56 05/07/2026 ☆
3250 Mackenzie Investments Asia Limited CRD 285521 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $2.5B 6 8 13 03/30/2026 ☆