AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
4251 Tanager Wealth Management Llp CRD 166084 London Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,052 3,161 47 07/22/2026 ☆
4252 Creation Investments Capital Management, Llc CRD 171581 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 17 17 21 03/30/2026 ☆
4253 Linden Global Strategies Llc CRD 159667 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.6B 175 288 8 03/06/2026 ☆
4254 N.E.W. Advisory Services, Llc CRD 290405 De Pere, WI Wealth Manager · Mid-sized ($1B–$10B) $1.6B 4,862 9,375 23 03/31/2026 ☆
4255 Fountaincap Research & Investment (Hong Kong) Co., Limited CRD 291993 Wan Chai Investment Adviser · Mid-sized ($1B–$10B) $1.6B 3 9 20 03/30/2026 ☆
4256 Cgn Advisors, Llc CRD 159359 Manhattan, KS Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,321 4,023 49 07/02/2026 ☆
4257 Beam Wealth Advisors, Inc. CRD 109867 Covington, LA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 2,258 5,324 27 08/13/2026 ☆
4258 Alta Capital Management Llc CRD 106786 Salt Lake City, UT Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,308 1,295 19 06/26/2026 ☆
4259 Accolade Investment Advisory, Llc CRD 145635 Columbus, OH Investment Adviser · Mid-sized ($1B–$10B) $1.6B 39 39 7 08/06/2026 ☆
4260 N CRD 147597 Multi-Family Office · Mid-sized ($1B–$10B) $1.6B 124 533 28 05/12/2025 ☆
4261 Tribridge Partners Financial Llc CRD 326489 Columbia, MD Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 352 535 23 07/17/2026 ☆
4262 Blue Owl Alternative Credit Advisors Ii Llc CRD 334213 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.6B 1 1 250 03/31/2026 ☆
4263 Alpha Square Group S, Llc CRD 308022 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 35 35 21 08/13/2026 ☆
4264 Motley Fool Wealth Management, Llc CRD 165689 Alexandria, VA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 2,114 2,112 39 07/10/2026 ☆
4265 Means Investment Co., Inc. CRD 2748 Bangor, ME Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,375 3,520 24 09/14/2026 ☆
4266 Lone View Capital Management, L.P. CRD 321209 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 8 8 21 03/30/2026 ☆
4267 Sentinel Dome Partners, Llc CRD 172019 Burlingame, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 24 24 15 06/30/2026 ☆
4268 Consolidated Portfolio Review Corp CRD 112694 Woodbury, NY Wealth Manager · Mid-sized ($1B–$10B) $1.6B 6,228 6,228 56 06/01/2026 ☆
4269 Tanglewood Wealth Management, Inc. CRD 107639 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $1.6B 417 1,296 14 03/30/2026 ☆
4270 Rollins Financial Advisors, Llc CRD 312921 Atlanta, GA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,004 1,004 14 04/14/2026 ☆
4271 Sunstone Partners Management, Llc CRD 305064 San Mateo, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 8 8 39 07/02/2026 ☆
4272 Compass Ion Advisors, Llc CRD 166418 Conshohocken, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 1,204 3,745 24 09/03/2026 ☆
4273 Summa Corp. CRD 113091 The Woodlands, TX Multi-Family Office · Mid-sized ($1B–$10B) $1.6B 88 88 5 09/17/2026 ☆
4274 Dune Real Estate Partners Lp CRD 157455 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 25 25 26 03/27/2026 ☆
4275 Ciccarelli Advisory Services Inc CRD 110904 Naples, FL Wealth Manager · Mid-sized ($1B–$10B) $1.6B 3,553 3,553 16 09/08/2026 ☆
4276 Marshall + Sterling Wealth Advisors, Inc. CRD 164345 Poughkeepsie, NY Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 902 1,536 15 05/12/2026 ☆
4277 Painswick Capital Management Lp CRD 333644 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 3 3 6 07/09/2026 ☆
4278 Lake Hill Capital Management, Llc CRD 166526 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.6B 2 5 8 03/28/2026 ☆
4279 Duration Asset Management, Llc CRD 298651 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 8 7 3 03/26/2026 ☆
4280 Locust Point Capital, Inc. CRD 286689 Miami, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 4 4 43 03/30/2026 ☆
4281 Homestead Capital Usa, Llc CRD 281186 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 6 6 23 03/31/2026 ☆
4282 Kavar Capital Partners Group, Llc CRD 311744 Leawood, KS Wealth Manager · Mid-sized ($1B–$10B) $1.6B 457 419 6 03/25/2026 ☆
4283 Sweetwater Investment Management Llc CRD 297613 Encinitas, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 14 14 20 08/31/2026 ☆
4284 Credicorp Capital Advisors Llc CRD 290081 Miami, FL Investment Adviser · Mid-sized ($1B–$10B) $1.6B 369 369 26 04/29/2026 ☆
4285 Metaurus Advisors Llc CRD 314425 Westport, CT Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.6B 5 5 8 09/11/2026 ☆
4286 Ils Advisory Services, Llc CRD 333054 Nashville, TN Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 2 11 6 03/23/2026 ☆
4287 Thrive Wealth Management, Llc CRD 168777 Audubon, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 870 3,085 15 08/14/2026 ☆
4288 Vercap Management Llc CRD 333354 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 2 2 8 05/05/2026 ☆
4289 Rex Advisers, Llc CRD 327283 Fairfield, CT Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.6B 23 23 12 08/12/2026 ☆
4290 Petersen Hastings Wealth Advisors, Inc. CRD 110952 Kennewick, WA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,309 3,444 19 04/27/2026 ☆
4291 Calton & Associates, Inc. CRD 20999 Tampa, FL Insurance-Affiliated · Mid-sized ($1B–$10B) $1.6B 5,283 6,969 373 08/06/2026 ☆
4292 Alinda Capital Partners Ltd CRD 156918 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 6 6 24 03/31/2026 ☆
4293 Dundee Maestro Management, Lp CRD 329808 Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 13 13 6 05/01/2026 ☆
4294 Atl Advisor Lp CRD 173866 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 7 7 13 03/31/2026 ☆
4295 Inverness Graham Investments, Inc. CRD 157632 Wayne, PA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 29 29 36 03/31/2026 ☆
4296 Brandywine Oak Private Wealth Llc CRD 297021 Kennett Square, PA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 507 2,836 15 07/14/2026 ☆
4297 Light Street Capital Management, Llc CRD 155215 Palo Alto, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.6B 24 24 14 03/27/2026 ☆
4298 Charter Oak Capital Management, Llc CRD 120870 Portsmouth, NH Wealth Manager · Mid-sized ($1B–$10B) $1.6B 1,397 1,397 27 07/07/2026 ☆
4299 Intellectus Partners, Llc CRD 173140 San Francisco, CA Wealth Manager · Mid-sized ($1B–$10B) $1.6B 186 905 13 08/01/2026 ☆
4300 Flat Rock Global, Llc CRD 288551 Jackson, WY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.6B 3 3 13 03/24/2026 ☆