AUMdb

Investment advisers

45,009 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
3651 Alpine Associates Management Inc. CRD 138901 Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 11 11 26 03/26/2026 ☆
3652 Ascentis Independent Advisors, Llc CRD 322879 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $2.1B 2,815 7,464 43 07/13/2026 ☆
3653 N CRD 27913 Wealth Manager · Mid-sized ($1B–$10B) $2.1B 3,641 5,799 85 04/08/2025 ☆
3654 Sundance Bay Investment Manager, Llc CRD 301868 Salt Lake City, UT Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 8 8 69 03/31/2026 ☆
3655 Emerald Mutual Fund Advisers Trust CRD 135130 Leola, PA Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.1B 3 5 10 03/30/2026 ☆
3656 Adell Harriman & Carpenter Inc CRD 107488 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $2.1B 819 2,825 13 08/27/2026 ☆
3657 Columbia Capital Management, Llc CRD 112773 Merriam, KS Investment Adviser · Mid-sized ($1B–$10B) $2.1B 30 110 18 03/24/2026 ☆
3658 First Heartland Consultants, Inc. CRD 110377 Lake St. Louis, MO Wealth Manager · Mid-sized ($1B–$10B) $2.1B 6,461 9,610 96 07/13/2026 ☆
3659 Goldfinch Partners Lp CRD 300919 Bellevue, WA Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 7 7 8 03/25/2026 ☆
3660 Narwhal Capital Managment, Llc CRD 135958 Marietta, GA Investment Adviser · Mid-sized ($1B–$10B) $2.1B 365 850 18 08/31/2026 ☆
3661 N CRD 167408 Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 23 23 44 05/12/2025 ☆
3662 Squadra Investments Gestao De Recursos Ltda. CRD 160366 Rio De Janeiro Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 9 6 27 03/31/2026 ☆
3663 Carrick Capital Management Company, Llc CRD 165915 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 31 31 17 03/30/2026 ☆
3664 Aris Management, Llc CRD 317315 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 2 2 3,564 03/31/2026 ☆
3665 Zanbato Advisors Llc CRD 311620 Mountain View, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 58 58 11 12/24/2025 ☆
3666 Maren Capital Llc CRD 319626 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $2.1B 9 105 6 04/16/2026 ☆
3667 Indivisible Partners, Llc CRD 332431 Clearwater, FL Wealth Manager · Mid-sized ($1B–$10B) $2.1B 676 2,672 24 09/22/2026 ☆
3668 True Wind Capital Management, L.P. CRD 281109 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 12 12 28 03/30/2026 ☆
3669 N CRD 159043 Investment Adviser · Mid-sized ($1B–$10B) $2.1B 10 3 51 03/28/2025 ☆
3670 River Canyon Fund Management Llc CRD 169465 Dallas, TX Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.1B 3 3 161 03/28/2026 ☆
3671 Gillson Capital Lp CRD 284079 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 7 7 16 03/27/2026 ☆
3672 Basis Management Group Llc CRD 282518 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 4 4 52 03/30/2026 ☆
3673 N CRD 164600 Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.1B 232 529 9 01/08/2026 ☆
3674 Eubel Brady & Suttman Asset Management Inc CRD 107316 Miamisburg, OH Wealth Manager · Mid-sized ($1B–$10B) $2.1B 816 1,885 34 09/01/2026 ☆
3675 Newtyn Management, Llc CRD 161156 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 3 3 12 03/27/2026 ☆
3676 Segment Wealth Management, Llc CRD 164877 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $2.1B 236 1,214 12 08/24/2026 ☆
3677 Tortoise Investment Management, Llc CRD 128723 White Plains, NY Wealth Manager · Mid-sized ($1B–$10B) $2.1B 504 3,029 21 03/27/2026 ☆
3678 Avestar Capital, Llc CRD 287525 New York, NY Multi-Family Office · Mid-sized ($1B–$10B) $2.1B 187 190 16 07/17/2026 ☆
3679 Elequin Capital, Lp CRD 308371 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 4 4 30 09/04/2026 ☆
3680 Phoenix Merchant Partners, Lp CRD 324381 Rye, NY Investment Adviser · Mid-sized ($1B–$10B) $2.1B 7 8 29 03/31/2026 ☆
3681 M.D. Sass, Llc CRD 110590 New York, NY Institutional / Pension Advisor · Mid-sized ($1B–$10B) $2.1B 83 83 19 03/31/2026 ☆
3682 Ellenbecker Investment Group, Inc. CRD 173851 Waukesha, WI Wealth Manager · Mid-sized ($1B–$10B) $2.1B 2,283 2,287 51 03/27/2026 ☆
3683 Lancaster Investment Management Llp CRD 158068 London Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 4 4 18 06/16/2026 ☆
3684 Albion River Management Llc CRD 322098 Rockville, MD Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 2 2 4 05/11/2026 ☆
3685 Cahaba Wealth Management, Inc. CRD 151675 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $2.1B 892 888 23 03/31/2026 ☆
3686 Essex Woodlands Management, Inc. CRD 158263 The Woodlands, TX Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 19 19 13 05/12/2026 ☆
3687 Apc Asset Development Ii, Lp CRD 328587 Newport Beach, CA Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 6 6 46 03/30/2026 ☆
3688 Flat Footed Llc CRD 291593 Wilson, WY Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 9 9 5 04/22/2026 ☆
3689 Madison Avenue Financial Solutions, Llc CRD 307461 Chicago, IL Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.1B 29 29 1 08/05/2026 ☆
3690 Beese, Fulmer Investment Management, Inc. CRD 109882 Canton, OH Wealth Manager · Mid-sized ($1B–$10B) $2.1B 843 2,044 14 07/06/2026 ☆
3691 Southfield Capital Lp CRD 163023 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 8 8 27 03/31/2026 ☆
3692 N CRD 140190 Wealth Manager · Mid-sized ($1B–$10B) $2.1B 5,528 5,528 220 03/31/2025 ☆
3693 Pleasant Lake Partners Llc CRD 304281 Rincon, PR Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 11 11 19 08/28/2026 ☆
3694 Quent Capital, Llc CRD 308203 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $2.1B 384 2,671 17 03/30/2026 ☆
3695 Churchill Dlc Advisor Llc CRD 304945 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $2.1B 1 1 206 03/31/2026 ☆
3696 Clear Harbor Asset Management, Llc CRD 152242 Stamford, CT Wealth Manager · Mid-sized ($1B–$10B) $2.1B 820 1,865 24 03/30/2026 ☆
3697 Applied Finance Advisors, Llc CRD 140054 San Antonio, TX Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $2.1B 2 9 6 03/30/2026 ☆
3698 Warwick Investment Group, Llc CRD 226670 Oklahoma City, OK Private Fund Manager · Mid-sized ($1B–$10B) $2.1B 5 5 82 08/10/2026 ☆
3699 Davis Investment Ventures, Llc CRD 161888 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $2.0B 21 21 46 04/29/2026 ☆
3700 Natural Investments Pbllc CRD 113348 Wealth Manager · Mid-sized ($1B–$10B) $2.0B 1,277 4,846 24 02/24/2026 ☆