AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
4101 Clarkston Capital Partners, Llc CRD 143456 Rochester, MI Investment Adviser · Mid-sized ($1B–$10B) $1.7B 142 347 21 07/29/2026 ☆
4102 Accurate Wealth Management, Llc CRD 298137 Wesley Chapel, FL Wealth Manager · Mid-sized ($1B–$10B) $1.7B 2,612 2,612 47 07/31/2026 ☆
4103 Housatonic Management Company, Inc. CRD 157618 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 13 13 16 03/23/2026 ☆
4104 Quest Investment Management, Llc CRD 110640 Lake Oswego, OR Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.7B 125 125 9 03/05/2026 ☆
4105 Linse Capital Llc CRD 289222 San Juan, PR Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 18 18 5 07/30/2026 ☆
4106 P/E Global Llc CRD 155642 Boston, MA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.7B 82 5 62 03/23/2026 ☆
4107 Corient Shc Partners (Us) Lp CRD 289784 Philadelphia, PA Multi-Family Office · Mid-sized ($1B–$10B) $1.7B 39 68 36 07/13/2026 ☆
4108 The Praedium Group Llc CRD 161789 Boca Raton, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 17 17 10 03/30/2026 ☆
4109 Oak Ridge Investments, Llc CRD 107066 Chicago, IL Wealth Manager · Mid-sized ($1B–$10B) $1.7B 3,920 3,920 13 05/04/2026 ☆
4110 Seelaus Asset Management, Llc CRD 149582 Chatham, NJ Investment Adviser · Mid-sized ($1B–$10B) $1.7B 273 502 29 03/31/2026 ☆
4111 American Infrastructure Partners, Llc CRD 299402 Foster City, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 8 8 19 03/31/2026 ☆
4112 Stephens Group Asset Management, Llc CRD 288981 Little Rock, AR Wealth Manager · Mid-sized ($1B–$10B) $1.7B 225 446 4 03/27/2026 ☆
4113 North Peak Capital Management, Llc CRD 294042 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 9 9 7 03/12/2026 ☆
4114 Oldfield Partners Llp CRD 140556 London Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.7B 7 8 16 06/29/2026 ☆
4115 Kbs Capital Advisors, Llc CRD 166213 Newport Beach, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 1 1 75 03/27/2026 ☆
4116 Liontree Investment Management, Llc CRD 315628 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 4 4 32 05/20/2026 ☆
4117 Citrin Cooperman Wealth Management, Llc CRD 317528 New York, NY Multi-Family Office · Mid-sized ($1B–$10B) $1.7B 63 815 9 03/27/2026 ☆
4118 Gilbert & Cook, Inc. CRD 283112 West Des Moines, IA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.7B 901 3,792 32 06/04/2026 ☆
4119 Raffa Wealth Management Llc CRD 136971 Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.7B 252 708 9 03/31/2026 ☆
4120 N CRD 112315 Wealth Manager · Mid-sized ($1B–$10B) $1.7B 849 2,474 9 02/28/2025 ☆
4121 Rothschild Wealth Llc CRD 162442 Oakbrook, IL Insurance-Affiliated · Mid-sized ($1B–$10B) $1.7B 3,656 3,656 27 06/16/2026 ☆
4122 Prescott General Partners Llc CRD 157907 Boca Raton, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 1 3 5 03/27/2026 ☆
4123 Parsifal Capital Management, Lp CRD 299858 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 5 5 11 03/31/2026 ☆
4124 Corundum Group, Inc. CRD 106490 Colorado Springs, CO Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 157 495 12 07/15/2026 ☆
4125 Cra Financial Services, L.L.C. CRD 124004 Northfield, NJ Wealth Manager · Mid-sized ($1B–$10B) $1.7B 1,433 4,030 14 05/15/2026 ☆
4126 Magnolia Capital Advisors Llc CRD 298398 Ridgeland, MS Wealth Manager · Mid-sized ($1B–$10B) $1.7B 1,566 4,324 18 03/09/2026 ☆
4127 Signal Advisors Wealth, Llc CRD 301086 Detroit, MI Insurance-Affiliated · Mid-sized ($1B–$10B) $1.7B 4,816 10,642 37 08/27/2026 ☆
4128 Wellington Consulting Services Inc CRD 105837 Chantilly, VA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 9,324 9,324 13 07/27/2026 ☆
4129 Advisors Preferred Llc CRD 157980 Rockville, MD Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.7B 22 22 9 03/30/2026 ☆
4130 Petredis Investment Advisors Llc CRD 322371 Warrendale, PA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 535 1,547 10 03/05/2026 ☆
4131 Nevastar Finance Ltd CRD 172523 London Multi-Family Office · Mid-sized ($1B–$10B) $1.7B 120 120 27 05/12/2026 ☆
4132 Lee Financial Company, Llc CRD 105910 Dallas, TX Wealth Manager · Mid-sized ($1B–$10B) $1.7B 443 1,745 39 07/31/2026 ☆
4133 Smith Affiliated Capital Corp CRD 107675 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.7B 195 197 10 03/30/2026 ☆
4134 Clearwater Capital Advisors, Llc CRD 139886 Hoffman Estates, IL Wealth Manager · Mid-sized ($1B–$10B) $1.7B 1,041 2,793 23 05/11/2026 ☆
4135 Argonne Capital Group, Llc CRD 291254 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 19 19 82 05/06/2026 ☆
4136 Ember Infrastructure Management, Lp CRD 309483 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 11 11 21 03/31/2026 ☆
4137 Trace Capital Management Lp CRD 322094 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 4 4 16 03/26/2026 ☆
4138 Transom Capital Group, Llc CRD 170459 El Segundo, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 11 11 27 05/20/2026 ☆
4139 Weatherly Asset Management Lp CRD 106935 Del Mar, CA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 381 1,348 16 02/25/2026 ☆
4140 Patton Albertson Miller Group, Llc CRD 281558 Chattanooga, TN Wealth Manager · Mid-sized ($1B–$10B) $1.7B 627 1,630 23 09/14/2026 ☆
4141 Renwave Kore, Llc CRD 331016 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 12 13 14 06/15/2026 ☆
4142 N CRD 106126 Endowment & Foundation Advisor · Mid-sized ($1B–$10B) $1.7B 66 187 5 03/17/2025 ☆
4143 N CRD 311358 Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 2 2 14 03/27/2025 ☆
4144 Advyzon Investment Management, Llc CRD 318816 Lisle, IL Investment Adviser · Mid-sized ($1B–$10B) $1.7B 61 7,784 21 04/01/2026 ☆
4145 Cpc Advisors, Llc CRD 111025 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 981 2,588 30 09/09/2026 ☆
4146 Adar1 Capital Management, Llc CRD 299694 Austin, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 8 8 11 03/31/2026 ☆
4147 J.M. Forbes & Co. Llp CRD 107422 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 1,076 1,076 21 03/12/2026 ☆
4148 Tailwind Advisors, Llc CRD 150081 Fort Worth, TX Multi-Family Office · Mid-sized ($1B–$10B) $1.7B 21 21 12 03/24/2026 ☆
4149 Dominus Capital Management, L.P. CRD 156885 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 9 9 14 03/27/2026 ☆
4150 Primus Capital Partners, Inc. CRD 156861 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 4 4 19 03/13/2026 ☆