AUMdb

Investment advisers

44,512 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
4801 Snowwater Investment Partners, Llc CRD 311790 Wealth Manager · Mid-sized ($1B–$10B) $1.3B 55 185 3 03/27/2026 ☆
4802 Caligan Partners, Lp CRD 289887 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 8 8 5 05/29/2026 ☆
4803 Synergy Asset Management, Llc CRD 117201 Vancouver, WA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 1,198 5,353 14 03/17/2026 ☆
4804 Beacon Capital Partners, Llc CRD 158137 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 13 13 101 03/31/2026 ☆
4805 Prescott Group Capital Management L.L.C. CRD 115220 Tulsa, OK Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 5 5 6 03/27/2026 ☆
4806 Skerryvore Asset Management Ltd CRD 330060 Edinburgh Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 10 10 17 05/29/2026 ☆
4807 Sagewind Capital Llc CRD 288855 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 12 12 13 03/31/2026 ☆
4808 Ballew Advisors Inc CRD 110522 Jackson, MS Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.3B 971 1,815 11 03/03/2026 ☆
4809 Crystal Capital Partners, Llc CRD 146010 Bay Harbor Islands, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 6 615 23 03/31/2026 ☆
4810 Baldwin Investment Management, Llc CRD 108922 West Conshohocken, PA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 284 707 14 03/16/2026 ☆
4811 Advantage Capital Investment Adviser, Llc CRD 171365 New Orleans, LA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 16 16 230 05/14/2026 ☆
4812 Pinnacle Investments, Llc CRD 142910 East Syracuse, NY Insurance-Affiliated · Mid-sized ($1B–$10B) $1.3B 3,143 3,143 60 07/16/2026 ☆
4813 Sio Capital Management, Llc CRD 165989 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 6 6 13 03/18/2026 ☆
4814 Biondo Investment Advisors Llc CRD 130105 Milford, PA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 1,138 2,493 17 03/27/2026 ☆
4815 Woodstock Corporation CRD 110662 Boston, MA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 238 577 10 06/29/2026 ☆
4816 Stansberry Asset Management, Llc CRD 282103 Westlake, TX Wealth Manager · Mid-sized ($1B–$10B) $1.3B 996 3,714 34 06/03/2026 ☆
4817 Bluestem Asset Management, Llc CRD 158330 Charlottesville, VA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 1 1 4 05/18/2026 ☆
4818 Triangle Securities Wealth Management, Inc CRD 148156 Raleigh, NC Wealth Manager · Mid-sized ($1B–$10B) $1.3B 525 1,170 14 02/26/2026 ☆
4819 Bip Capital, Llc CRD 292983 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 62 62 50 03/25/2026 ☆
4820 Zentific Investment Management Limited CRD 174321 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 6 6 13 04/02/2026 ☆
4821 Arbor Investment Advisors, Llc CRD 111077 Winston Salem, NC Wealth Manager · Mid-sized ($1B–$10B) $1.3B 478 1,457 8 03/30/2026 ☆
4822 Silicon Valley Capital Partners, L.P. CRD 125114 San Jose, CA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 518 1,627 8 03/20/2026 ☆
4823 Academy Asset Management, Llc CRD 319774 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.3B 10 14 13 02/10/2026 ☆
4824 Wahed Invest Llc CRD 242793 New York, NY Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $1.3B 30,683 30,683 9 06/15/2026 ☆
4825 Rizvi Traverse Management, Llc CRD 160733 West Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 38 38 9 03/30/2026 ☆
4826 Truehelm, Llc CRD 165448 Bloomington, MN Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 19 19 18 08/03/2026 ☆
4827 Nishkama Capital Llc CRD 170322 Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 11 14 8 03/25/2026 ☆
4828 Canal Capital Management, Llc CRD 164971 Richmond, VA Insurance-Affiliated · Mid-sized ($1B–$10B) $1.3B 417 1,988 6 08/04/2026 ☆
4829 Piper Sandler & Co. CRD 665 Minneapolis, MN Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $1.3B 20 1 1,402 03/23/2026 ☆
4830 Ibex Wealth Advisors, Llc CRD 168674 West Palm Beach, FL Wealth Manager · Mid-sized ($1B–$10B) $1.3B 892 892 10 03/30/2026 ☆
4831 Lord Abbett Private Credit Advisor Llc CRD 332701 Jersey City, NJ Investment Adviser · Mid-sized ($1B–$10B) $1.3B 3 3 821 12/24/2025 ☆
4832 Obsidian Cio Llc CRD 289000 New York, NY Investment Adviser · Mid-sized ($1B–$10B) $1.3B 7 7 6 06/09/2026 ☆
4833 New Legacy Group, Llc CRD 160969 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 38 38 17 06/30/2026 ☆
4834 Trigate Management Llc CRD 158083 Dallas, TX Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 10 10 20 02/25/2026 ☆
4835 Redefine Ventures Llc CRD 323691 Boulder, CO Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 33 33 2 06/29/2026 ☆
4836 N CRD 145250 Investment Adviser · Mid-sized ($1B–$10B) $1.3B 30 64 10 03/17/2025 ☆
4837 Symphony Financial Partners (Singapore) Pte. Ltd. CRD 170667 Singapore Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 6 9 17 03/30/2026 ☆
4838 Bigsur Wealth Management, Llc CRD 146511 Miami, FL Multi-Family Office · Mid-sized ($1B–$10B) $1.3B 80 226 16 03/23/2026 ☆
4839 Private Capital Advisors, Inc. CRD 125771 Darien, CT Wealth Manager · Mid-sized ($1B–$10B) $1.3B 270 270 6 03/30/2026 ☆
4840 Connors Investor Services Inc CRD 106993 Wyomissing, PA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 662 662 10 03/31/2026 ☆
4841 Framework Ventures Management Llc CRD 314038 San Francisco, CA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 9 9 14 03/27/2026 ☆
4842 Newport Capital Group, Llc CRD 144442 Red Bank, NJ Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.3B 252 414 18 03/20/2026 ☆
4843 American Financial Advisors Inc CRD 108530 Winter Park, FL Wealth Manager · Mid-sized ($1B–$10B) $1.3B 799 1,765 8 02/10/2026 ☆
4844 Mcdonald Partners Llc CRD 135414 Cleveland, OH Broker-Dealer (Dually Registered) · Mid-sized ($1B–$10B) $1.3B 1,170 1,765 29 06/03/2026 ☆
4845 Ecosystem Investment Partners, Llc CRD 165149 Baltimore, MD Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 7 7 20 03/31/2026 ☆
4846 Bourgeon Capital Management Llc CRD 108054 Darien, CT Wealth Manager · Mid-sized ($1B–$10B) $1.3B 315 315 7 07/16/2026 ☆
4847 Sovereign's Capital Management, Llc CRD 301879 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 27 27 37 03/30/2026 ☆
4848 Rdst Capital Llc CRD 284645 Seattle, WA Private Fund Manager · Mid-sized ($1B–$10B) $1.3B 3 3 7 05/01/2026 ☆
4849 Capital Advantage, Inc. CRD 108985 Walnut Creek, CA Wealth Manager · Mid-sized ($1B–$10B) $1.3B 667 2,271 16 03/31/2026 ☆
4850 North Pier Fiduciary Management, Llc CRD 148128 Marina Del Rey, CA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $1.3B 39 116 15 04/29/2026 ☆