AUMdb

Investment advisers

45,009 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
4701 Symphony Financial, Ltd. Co. CRD 171816 Houston, TX Wealth Manager · Mid-sized ($1B–$10B) $1.4B 2,850 4,178 26 08/24/2026 ☆
4702 Galvin, Gaustad & Stein, Llc CRD 153410 Scottsdale, AZ Wealth Manager · Mid-sized ($1B–$10B) $1.4B 856 1,948 17 09/03/2026 ☆
4703 Chi Rho Financial, Llc CRD 138947 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $1.4B 5 5 13 03/31/2026 ☆
4704 Total Investment Management, Inc. CRD 108818 Scottsdale, AZ Wealth Manager · Mid-sized ($1B–$10B) $1.4B 1,186 2,079 12 03/16/2026 ☆
4705 Hobe Mountain Capital Management Llc CRD 338577 West Palm Beach, FL Investment Adviser · Mid-sized ($1B–$10B) $1.4B 13 6 07/15/2026 ☆
4706 Barlow Wealth Partners, Llc CRD 325308 Louisville, KY Wealth Manager · Mid-sized ($1B–$10B) $1.4B 428 1,425 6 03/02/2026 ☆
4707 Pleiad Investment Advisors Limited CRD 172237 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $1.4B 13 13 22 03/31/2026 ☆
4708 Gallant Capital Partners Llc CRD 297344 Los Angeles, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.4B 13 13 26 03/27/2026 ☆
4709 Capital Investment Counsel, Llc CRD 328472 Denver, CO Wealth Manager · Mid-sized ($1B–$10B) $1.4B 468 1,408 8 03/30/2026 ☆
4710 Innovatus Capital Partners, Llc CRD 281928 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.4B 21 21 20 03/26/2026 ☆
4711 1315 Capital, Llc CRD 175292 Philadelphia, PA Private Fund Manager · Mid-sized ($1B–$10B) $1.4B 11 11 17 03/24/2026 ☆
4712 Fin Venture Capital Management Llc CRD 298492 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.4B 24 24 23 08/20/2026 ☆
4713 Fifth Avenue Family Office Llc CRD 122448 Naples, FL Multi-Family Office · Mid-sized ($1B–$10B) $1.4B 9 124 7 03/16/2026 ☆
4714 Intellus Advisors, Llc CRD 332883 Naples, FL Insurance-Affiliated · Mid-sized ($1B–$10B) $1.4B 1,029 3,462 15 03/25/2026 ☆
4715 Moisand Fitzgerald Tamayo, Llc CRD 109419 Orlando, FL Wealth Manager · Mid-sized ($1B–$10B) $1.4B 912 3,662 30 03/30/2026 ☆
4716 N CRD 311371 Investment Adviser · Mid-sized ($1B–$10B) $1.3B 2 2 1 03/31/2025 ☆
4717 N CRD 123608 Wealth Manager · Mid-sized ($1B–$10B) $1.3B 6,190 6,190 263 09/26/2025 ☆
4718 Gibraltar Capital Management, Inc. CRD 122328 Tulsa, OK Wealth Manager · Mid-sized ($1B–$10B) $1.3B 529 2,041 31 06/01/2026 ☆
4719 N CRD 110031 Wealth Manager · Mid-sized ($1B–$10B) $1.3B 727 1,658 30 08/14/2025 ☆
4720 12 West Capital Management Lp CRD 160197 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 5 5 11 03/20/2026 ☆
4721 Cross Creek Advisors, Llc CRD 165803 Salt Lake City, UT Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 16 16 20 03/27/2026 ☆
4722 Standard Crypto Management Lp CRD 305439 Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 6 6 15 04/29/2026 ☆
4723 776 Management, Llc CRD 311918 Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 31 31 15 03/31/2026 ☆
4724 Greenpoint Group, Lp CRD 310532 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 9 9 10 08/03/2026 ☆
4725 Msh Capital Advisors Llc CRD 157835 Scottsdale, AZ Insurance-Affiliated · Mid-sized ($1B–$10B) $1.3B 2,361 2,362 35 04/27/2026 ☆
4726 Cohalo Advisory Llc CRD 297315 Investment Adviser · Mid-sized ($1B–$10B) $1.3B 31 66 1 04/10/2026 ☆
4727 Hill Investment Group Partners, Llc CRD 312052 St. Louis, MO Wealth Manager · Mid-sized ($1B–$10B) $1.3B 382 1,481 12 03/31/2026 ☆
4728 Estate Counselors, Llc CRD 123452 Thiensville, WI Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.3B 56 319 7 09/18/2026 ☆
4729 Strategy Capital Llc CRD 169007 Los Altos, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 5 5 7 03/02/2026 ☆
4730 Stillwater Capital Advisors, Llc CRD 149946 Devon, PA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 589 2,244 6 05/14/2026 ☆
4731 Equity Resource Investments, Llc CRD 161186 Cambridge, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 68 68 27 05/14/2026 ☆
4732 Weatherbie Capital, Llc CRD 105991 Boston, MA Investment Adviser · Mid-sized ($1B–$10B) $1.3B 80 80 7 06/18/2026 ☆
4733 Orangewood Partners Management Llc CRD 282292 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 19 19 15 03/30/2026 ☆
4734 Security Financial Services, Inc. CRD 122050 Fort Wayne, IN Wealth Manager · Mid-sized ($1B–$10B) $1.3B 1,057 3,297 16 03/24/2026 ☆
4735 Lodestar Private Asset Management Llc CRD 107638 Alamo, CA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 549 1,921 7 03/02/2026 ☆
4736 Permira Credit Llc CRD 330996 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 3 3 37 06/16/2026 ☆
4737 Invision Management, Inc. CRD 330151 Chicago, IL Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 4 4 26 06/29/2026 ☆
4738 Talbot Financial, Llc CRD 155162 Bellevue, WA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 269 530 3 03/02/2026 ☆
4739 Payne Capital Management, Llc CRD 147119 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $1.3B 1,011 4,283 17 03/26/2026 ☆
4740 Quadcap Wealth Management, Llc CRD 151490 Frisco, TX Wealth Manager · Mid-sized ($1B–$10B) $1.3B 582 1,974 23 09/16/2026 ☆
4741 Financial Management Professionals Inc CRD 110270 Austin, TX Wealth Manager · Mid-sized ($1B–$10B) $1.3B 748 2,806 14 07/16/2026 ☆
4742 Cypress Wealth Services, Llc CRD 288992 Palm Desert, CA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 836 2,215 21 02/06/2026 ☆
4743 Fco Advisors Lp CRD 290182 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.3B 8 8 11 03/25/2026 ☆
4744 Hunter Associates Investment Management Llc CRD 30177 Pittsburgh, PA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.3B 1,240 2,624 14 07/30/2026 ☆
4745 Colchis Capital Management, L.P. CRD 163503 Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 11 6 17 06/04/2026 ☆
4746 Aspen Capital Management CRD 119050 Boise, ID Wealth Manager · Mid-sized ($1B–$10B) $1.3B 475 1,518 12 02/24/2026 ☆
4747 Victory Financial Group Llc CRD 324943 Austin, TX Wealth Manager · Mid-sized ($1B–$10B) $1.3B 3,003 6,805 47 07/09/2026 ☆
4748 Salomon And Ludwin, Llc CRD 292456 Richmond, VA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 459 1,602 12 07/17/2026 ☆
4749 N CRD 170207 Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 7 7 7 03/26/2025 ☆
4750 Versor Investments Lp CRD 171663 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 16 16 59 11/05/2025 ☆