AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
4151 Kmg Fiduciary Partners, Llc CRD 298331 Toledo, OH Wealth Manager · Mid-sized ($1B–$10B) $1.7B 1,310 3,934 16 05/12/2026 ☆
4152 Perpetua Investment Managers (Pty) Limited CRD 315222 Cape Town, Western Cape Investment Adviser · Mid-sized ($1B–$10B) $1.7B 27 26 24 05/26/2026 ☆
4153 Quantitative Investment Management, Llc CRD 156869 Charlottesville, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 2 2 39 03/31/2026 ☆
4154 Founders Circle Capital, Llc CRD 166012 Campbell, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 26 26 15 03/27/2026 ☆
4155 Conway Investment Research, Llc CRD 154659 Saint Louis, MO Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 11 14 20 03/30/2026 ☆
4156 Muller & Monroe Asset Management,Llc CRD 132073 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 9 9 17 07/13/2026 ☆
4157 Cannon Financial Strategists, Inc. CRD 133509 Athens, GA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.7B 1,015 3,311 33 03/23/2026 ☆
4158 Capitol Meridian Partners Lp CRD 319080 Washington, DC Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 17 17 15 04/30/2026 ☆
4159 Orange Investment Advisors, Inc. CRD 107387 Goshen, NY Wealth Manager · Mid-sized ($1B–$10B) $1.7B 1,391 2,179 18 03/19/2026 ☆
4160 Armstrong Advisory Group Inc. CRD 318662 Needham, MA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.7B 1,494 4,071 22 07/10/2026 ☆
4161 Aterian Investment Management, Lp CRD 169302 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 7 7 22 03/31/2026 ☆
4162 Energize Capital Llc CRD 289047 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 26 26 26 03/31/2026 ☆
4163 Island Investment Management Llc CRD 308097 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 6 6 80 06/02/2026 ☆
4164 Fora Capital, Llc CRD 295393 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 4 4 8 03/27/2026 ☆
4165 West Rim Capital Associates Ii, L.P. CRD 145085 Lehi, UT Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 22 22 30 03/30/2026 ☆
4166 Kbi Global Investors (North America) Ltd CRD 113606 Dublin 1 Investment Adviser · Mid-sized ($1B–$10B) $1.7B 14 25 57 03/27/2026 ☆
4167 Philosophy Capital Management Llc CRD 308425 Alamo, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 5 5 8 03/17/2026 ☆
4168 Northern Trust Securities, Inc. CRD 7927 Chicago, IL Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $1.7B 2,053 2,605 385 07/17/2026 ☆
4169 50 T Holdings, Llc CRD 326720 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 24 24 17 04/30/2026 ☆
4170 Strategic Family Wealth Counselors, L.L.C. CRD 128199 Fairfield, NJ Wealth Manager · Mid-sized ($1B–$10B) $1.7B 312 3,600 14 03/27/2026 ☆
4171 Levin Capital Strategies, L.P. CRD 137147 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.7B 251 265 14 03/31/2026 ☆
4172 Pickering Energy Partners Lp CRD 302116 Houston, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 13 13 51 05/26/2026 ☆
4173 Indigo Partners Llc CRD 163648 Scottsdale, AZ Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 21 21 8 07/27/2026 ☆
4174 Platform Investments, Llc CRD 159261 Kansas City, MO Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 28 28 38 03/31/2026 ☆
4175 Hermes Gpe (Usa) Inc CRD 166839 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.7B 1 4 03/27/2026 ☆
4176 Deltroit Asset Management (Uk) Llp CRD 334286 London Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 3 3 25 06/29/2026 ☆
4177 Quattro Financial Advisors Llc CRD 284852 Montgomery, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 81 296 3 07/21/2026 ☆
4178 Compass Group Llc CRD 108772 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.7B 7 10 19 09/04/2026 ☆
4179 Journey Advisory Group, Llc CRD 171919 Covington, KY Wealth Manager · Mid-sized ($1B–$10B) $1.7B 888 2,113 31 08/21/2026 ☆
4180 Dorchester Capital Advisors, Llc CRD 157965 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 13 14 15 03/30/2026 ☆
4181 Richbrook Advisors, Lp CRD 316848 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 8 8 8 03/19/2026 ☆
4182 The Hoerner Planning Group, Llc CRD 139464 Middleburg, VA Wealth Manager · Mid-sized ($1B–$10B) $1.7B 432 1,877 8 03/26/2026 ☆
4183 Dock Street Capital Management Llc CRD 157155 Westport, CT Investment Adviser · Mid-sized ($1B–$10B) $1.7B 60 60 4 01/12/2026 ☆
4184 Bain Capital Partnership Strategies, Lp CRD 297457 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 7 7 17 03/31/2026 ☆
4185 Blue Sea Capital Llc CRD 169023 West Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.7B 6 6 24 03/27/2026 ☆
4186 Martin & Company, Inc CRD 108718 Knoxville, TN Investment Adviser · Mid-sized ($1B–$10B) $1.7B 119 260 6 05/28/2026 ☆
4187 Lpc Realty Advisors I, Llc CRD 112175 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $1.6B 1 9 03/23/2026 ☆
4188 Personal Cfo Solutions Llc CRD 158248 Chester, NJ Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 653 4,764 18 03/30/2026 ☆
4189 Pathway Financial Advisors, Llc CRD 124801 South Burlington, VT Wealth Manager · Mid-sized ($1B–$10B) $1.6B 253 1,147 11 07/31/2026 ☆
4190 Mwp Advisory, Llc CRD 309573 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 2 2 39 03/31/2026 ☆
4191 Park Presidio Capital Llc CRD 168954 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 6 8 8 03/17/2026 ☆
4192 Lyell Wealth Management Lp CRD 283521 Menlo Park, CA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 307 307 11 03/27/2026 ☆
4193 Era Partners Llc CRD 307400 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 14 14 15 03/31/2026 ☆
4194 Strategic Wealth Partners, Ltd. CRD 148586 Independence, OH Wealth Manager · Mid-sized ($1B–$10B) $1.6B 3,674 3,674 24 03/29/2026 ☆
4195 Cordillera Investment Partners, L.P. CRD 277036 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 27 27 12 03/31/2026 ☆
4196 Scarborough Advisors, Llc CRD 169517 Annapolis, MD Wealth Manager · Mid-sized ($1B–$10B) $1.6B 2,664 4,323 23 03/26/2026 ☆
4197 Buck Wealth Strategies, Llc CRD 322138 Denver, CO Wealth Manager · Mid-sized ($1B–$10B) $1.6B 2,948 5,193 102 07/07/2026 ☆
4198 Ars Wealth Advisors Group, Llc CRD 314882 St. Petersburg, FL Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,071 2,750 24 03/26/2026 ☆
4199 Steel Grove Capital Advisors, Llc CRD 115231 Memphis, TN Wealth Manager · Mid-sized ($1B–$10B) $1.6B 884 884 13 03/27/2026 ☆
4200 Tree Line Advisors (Hong Kong) Ltd CRD 140648 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 1 1 16 03/23/2026 ☆